CNB Bank Diversified Active

CIK: 0001732074 · Show all filings

Period: Q1 2022 (← Previous) (Next →)

Filing Date: Apr 13, 2022

Total Value ($000): $178,518 (100.0% shares, 0.0% debt)

Holdings (498)

AAPL Apple Inc 4.7%
Value ($000) $8,441 Shares 48,343 Est. Cost $94.05 Unrealized +75.3%
AMZN Amazon.com Inc 4.4%
Value ($000) $7,935 Shares 2,434 Est. Cost $115.40 Unrealized +33.9%
MSFT Microsoft Corporation 4.4%
Value ($000) $7,804 Shares 25,315 Est. Cost $130.22 Unrealized +123.8%
CCNE CNB Financial Corporation 3.3%
Value ($000) $5,921 Shares 224,968 Est. Cost $20.90 Unrealized +13.7%
UNP Union Pacific Corporation 2.8%
Value ($000) $4,977 Shares 18,216 Est. Cost $125.97 Unrealized +83.0%
PG The Procter & Gamble Company 2.2%
Value ($000) $3,888 Shares 25,445 Est. Cost $87.73 Unrealized +62.0%
PFE Pfizer Inc 2.0%
Value ($000) $3,562 Shares 68,809 Est. Cost $24.97 Unrealized +70.1%
ABBV AbbVie Inc 2.0%
Value ($000) $3,552 Shares 21,908 Est. Cost $68.36 Unrealized +84.9%
CVX Chevron Corporation 1.9%
Value ($000) $3,453 Shares 21,207 Est. Cost $85.08 Unrealized +44.3%
GOOG Alphabet Inc Class C 1.8%
Value ($000) $3,267 Shares 1,170 Est. Cost $63.50 Unrealized +112.5%
JPM JPMorgan Chase & Co 1.6%
Value ($000) $2,804 Shares 20,566 Est. Cost $90.09 Unrealized +48.4%
PEP PepsiCo Inc 1.3%
Value ($000) $2,385 Shares 14,249 Est. Cost $106.98 Unrealized +38.7%
TAXF American Century Diversified Municipal Bond 1.3%
Value ($000) $2,348 Shares 45,465 Est. Cost $54.30 Unrealized
MRK Merck & Co. Inc 1.3%
Value ($000) $2,254 Shares 27,468 Est. Cost $59.87 Unrealized +16.7%
QCOM QUALCOMM Incorporated 1.2%
Value ($000) $2,126 Shares 13,913 Est. Cost $70.83 Unrealized +116.8%
MCD McDonald's Corporation 1.2%
Value ($000) $2,091 Shares 8,454 Est. Cost $150.86 Unrealized +51.0%
JNJ Johnson & Johnson 1.2%
Value ($000) $2,088 Shares 11,783 Est. Cost $114.73 Unrealized +32.3%
AMP Ameriprise Financial Inc 1.2%
Value ($000) $2,064 Shares 6,873 Est. Cost $139.81 Unrealized +104.3%
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF 1.2%
Value ($000) $2,059 Shares 43,510 Est. Cost $49.51 Unrealized
NVDA NVIDIA Corporation 1.1%
Value ($000) $2,043 Shares 7,489 Est. Cost $17.60 Unrealized +42.3%
VZ Verizon Communications Inc 1.1%
Value ($000) $2,010 Shares 39,463 Est. Cost $38.34 Unrealized +8.2%
PM Philip Morris International Inc 1.1%
Value ($000) $1,998 Shares 21,273 Est. Cost $63.44 Unrealized +30.5%
LMT Lockheed Martin Corp. 1.1%
Value ($000) $1,994 Shares 4,517 Est. Cost $317.06 Unrealized +15.2%
XOM Exxon Mobil Corporation 1.1%
Value ($000) $1,897 Shares 22,968 Est. Cost $38.09 Unrealized +78.2%
CCI Crown Castle International Corp (REIT) 1.0%
Value ($000) $1,871 Shares 10,134 Est. Cost $117.29 Unrealized +24.3%
TSLA Tesla Motors Inc 1.0%
Value ($000) $1,831 Shares 1,699 Est. Cost $245.28 Unrealized +27.0%
WMB The Williams Companies, Inc. 1.0%
Value ($000) $1,723 Shares 51,570 Est. Cost $15.86 Unrealized +61.1%
TGT Target Corporation 1.0%
Value ($000) $1,712 Shares 8,065 Est. Cost $105.17 Unrealized +81.9%
INTC Intel Corporation 1.0%
Value ($000) $1,707 Shares 34,444 Est. Cost $41.82 Unrealized +10.4%
TFC Truist Financial Corporation 0.9%
Value ($000) $1,692 Shares 29,839 Est. Cost $37.33 Unrealized +35.6%
DLR Digital Realty Trust Inc 0.9%
Value ($000) $1,584 Shares 11,170 Est. Cost $109.69 Unrealized +14.4%
NVS Novartis AG 0.8%
Value ($000) $1,514 Shares 17,252 Est. Cost $86.30 Unrealized
HD The Home Depot Inc 0.8%
Value ($000) $1,479 Shares 4,941 Est. Cost $147.15 Unrealized +113.4%
PRU Prudential Financial, Inc. 0.8%
Value ($000) $1,437 Shares 12,157 Est. Cost $62.94 Unrealized +49.6%
ALL The Allstate Corporation 0.8%
Value ($000) $1,406 Shares 10,151 Est. Cost $92.84 Unrealized +23.1%
CSCO Cisco Systems Inc 0.8%
Value ($000) $1,403 Shares 25,147 Est. Cost $37.20 Unrealized +35.2%
V Visa Inc 0.8%
Value ($000) $1,395 Shares 6,289 Est. Cost $172.00 Unrealized +22.1%
META Meta Platforms Inc 0.8%
Value ($000) $1,351 Shares 6,072 Est. Cost $203.53 Unrealized +21.9%
IVV iShares Core S&P 500 ETF 0.7%
Value ($000) $1,320 Shares 2,909 Est. Cost $309.10 Unrealized
VYM Vanguard High Dividend Yield Index Fund ETF Shares 0.7%
Value ($000) $1,309 Shares 11,664 Est. Cost $103.91 Unrealized
ENB Enbridge Inc 0.7%
Value ($000) $1,295 Shares 28,099 Est. Cost $23.93 Unrealized +39.1%
SCHD Schwab US Dividend Equity Etf 0.7%
Value ($000) $1,274 Shares 16,155 Est. Cost $75.57 Unrealized
KO The Coca-Cola Company 0.7%
Value ($000) $1,262 Shares 20,363 Est. Cost $37.26 Unrealized +45.1%
TRP TC Energy Corporation 0.7%
Value ($000) $1,256 Shares 22,266 Est. Cost $35.79 Unrealized +20.2%
AMGN Amgen Inc 0.7%
Value ($000) $1,254 Shares 5,187 Est. Cost $173.28 Unrealized +17.3%
DOW Dow Inc 0.7%
Value ($000) $1,252 Shares 19,651 Est. Cost $35.22 Unrealized +37.0%
DGX Quest Diagnostics Inc. 0.7%
Value ($000) $1,244 Shares 9,093 Est. Cost $104.56 Unrealized +23.5%
D Dominion Energy Inc 0.7%
Value ($000) $1,232 Shares 14,498 Est. Cost $61.14 Unrealized +9.4%
DUK Duke Energy Corporation 0.7%
Value ($000) $1,229 Shares 11,011 Est. Cost $65.98 Unrealized +35.2%
COST Costco Wholesale Corporation 0.6%
Value ($000) $1,099 Shares 1,909 Est. Cost $214.58 Unrealized +133.4%
GOOGL Alphabet Inc Class A 0.6%
Value ($000) $1,032 Shares 371 Est. Cost $56.21 Unrealized +139.8%
MMM 3M Company 0.6%
Value ($000) $999 Shares 6,707 Est. Cost $123.13 Unrealized -6.9%
BTI British American Tobacco PLC 0.6%
Value ($000) $987 Shares 23,409 Est. Cost $36.73 Unrealized
ABT Abbott Laboratories 0.5%
Value ($000) $959 Shares 8,101 Est. Cost $55.29 Unrealized +108.7%
ISRG Intuitive Surgical Inc 0.5%
Value ($000) $918 Shares 3,042 Est. Cost $302.92 Unrealized -3.6%
NOW Servicenow Inc 0.5%
Value ($000) $908 Shares 1,631 Est. Cost $82.48 Unrealized +35.9%
SPY SPDR S&P 500 ETF Trust 0.5%
Value ($000) $901 Shares 1,995 Est. Cost $271.18 Unrealized
ADBE Adobe Inc 0.5%
Value ($000) $892 Shares 1,958 Est. Cost $394.93 Unrealized +21.8%
ZTS Zoetis Inc 0.5%
Value ($000) $858 Shares 4,546 Est. Cost $136.31 Unrealized +39.6%
AMT American Tower Corporation 0.5%
Value ($000) $857 Shares 3,410 Est. Cost $143.15 Unrealized +50.1%
UNH UnitedHealth Group Inc. 0.4%
Value ($000) $798 Shares 1,565 Est. Cost $237.90 Unrealized +89.6%
SBUX Starbucks Corporation 0.4%
Value ($000) $782 Shares 8,599 Est. Cost $66.70 Unrealized +28.9%
HAS Hasbro Inc 0.4%
Value ($000) $751 Shares 9,166 Est. Cost $74.36 Unrealized +6.7%
ICE Intercontinental Exchange 0.4%
Value ($000) $737 Shares 5,587 Est. Cost $66.46 Unrealized +84.4%
CAT Caterpillar Inc 0.4%
Value ($000) $723 Shares 3,248 Est. Cost $123.05 Unrealized +58.8%
IVW iShares S&P 500 Growth ETF 0.4%
Value ($000) $718 Shares 9,400 Est. Cost $93.98 Unrealized
HON Honeywell International Inc 0.4%
Value ($000) $716 Shares 3,681 Est. Cost $153.49 Unrealized +11.0%
PYPL PayPal Holdings Inc 0.4%
Value ($000) $716 Shares 6,191 Est. Cost $152.65 Unrealized -13.0%
LOW Lowes Companies Inc 0.4%
Value ($000) $704 Shares 3,487 Est. Cost $162.89 Unrealized +31.0%
BMY Bristol-Myers Squibb Company 0.4%
Value ($000) $691 Shares 9,461 Est. Cost $45.82 Unrealized +24.0%
XYZ Block Inc 0.4%
Value ($000) $684 Shares 5,039 Est. Cost $180.94 Unrealized -33.1%
NSC Norfolk Southern Corporation 0.4%
Value ($000) $644 Shares 2,258 Est. Cost $116.77 Unrealized +116.6%
NFLX Netflix Inc 0.4%
Value ($000) $644 Shares 1,721 Est. Cost $41.56 Unrealized +0.2%
VTI Vanguard Total Stock Market Index Fund ETF Shares 0.3%
Value ($000) $621 Shares 2,727 Est. Cost $138.17 Unrealized
INTU Intuit Inc 0.3%
Value ($000) $618 Shares 1,286 Est. Cost $322.98 Unrealized +54.7%
FITB Fifth Third Bancorp 0.3%
Value ($000) $616 Shares 14,309 Est. Cost $29.24 Unrealized +36.4%
SHW Sherwin-Williams Co 0.3%
Value ($000) $614 Shares 2,462 Est. Cost $241.86 Unrealized +10.2%
PPG PPG Industries, Inc. 0.3%
Value ($000) $590 Shares 4,500 Est. Cost $99.02 Unrealized +35.2%
CLX The Clorox Company 0.3%
Value ($000) $585 Shares 4,207 Est. Cost $109.86 Unrealized +22.7%
ORCL Oracle Corporation 0.3%
Value ($000) $578 Shares 6,991 Est. Cost $43.82 Unrealized +75.7%
HBAN Huntington Bancshares Incorporated 0.3%
Value ($000) $573 Shares 39,197 Est. Cost $12.14 Unrealized +7.7%
CMG Chipotle Mexican Grill Inc 0.3%
Value ($000) $570 Shares 360 Est. Cost $20.47 Unrealized +47.1%
MDT Medtronic PLC NPV 0.3%
Value ($000) $558 Shares 5,030 Est. Cost $101.88 Unrealized -8.1%
CRL Charles River Laboratories International Inc 0.3%
Value ($000) $556 Shares 1,955 Est. Cost $229.77 Unrealized +34.2%
APD Air Products and Chemicals Inc 0.3%
Value ($000) $528 Shares 2,112 Est. Cost $130.41 Unrealized +77.8%
SWK Stanley Black & Decker INC And CORP COMMON 0.3%
Value ($000) $526 Shares 3,765 Est. Cost $115.80 Unrealized +23.0%
DIS The Walt Disney Company 0.3%
Value ($000) $516 Shares 3,762 Est. Cost $111.10 Unrealized +27.1%
EL The Estee Lauder Companies Inc 0.3%
Value ($000) $506 Shares 1,859 Est. Cost $129.28 Unrealized +118.3%
Lam Research Corp 0.3%
Value ($000) $504 Shares 937 Est. Cost $464.65 Unrealized
MA Mastercard Inc. 0.3%
Value ($000) $493 Shares 1,380 Est. Cost $214.75 Unrealized +63.7%
WMT Walmart Inc 0.3%
Value ($000) $491 Shares 3,299 Est. Cost $28.75 Unrealized +55.1%
MPB Mid Penn Bancorp Inc. 0.3%
Value ($000) $490 Shares 18,279 Est. Cost $25.93 Unrealized -1.6%
SNPS Synopsys Inc 0.3%
Value ($000) $488 Shares 1,463 Est. Cost $225.12 Unrealized +38.7%
SCHW Schwab Charles Corp 0.3%
Value ($000) $481 Shares 5,703 Est. Cost $42.46 Unrealized +96.3%
CTAS Cintas Corp COMMON 0.3%
Value ($000) $471 Shares 1,107 Est. Cost $70.99 Unrealized +32.2%
EW Edwards Lifesciences Corp 0.3%
Value ($000) $469 Shares 3,977 Est. Cost $79.87 Unrealized +40.5%
BDX Becton, Dickinson & Company 0.3%
Value ($000) $447 Shares 1,683 Est. Cost $185.44 Unrealized +30.0%
DHR Danaher Corporation 0.2%
Value ($000) $445 Shares 1,518 Est. Cost $92.22 Unrealized +166.5%
PGR The Progressive Corporation 0.2%
Value ($000) $433 Shares 3,804 Est. Cost $72.18 Unrealized +36.4%
STZ Constellation Brands Inc 0.2%
Value ($000) $431 Shares 1,872 Est. Cost $206.36 Unrealized +4.7%
LULU Lululemon Athletica Inc 0.2%
Value ($000) $418 Shares 1,145 Est. Cost $260.46 Unrealized +25.0%
MTCH Match Group Inc NEW 0.2%
Value ($000) $407 Shares 3,745 Est. Cost $124.22 Unrealized -13.1%
CVS CVS Health Corporation 0.2%
Value ($000) $407 Shares 4,023 Est. Cost $54.38 Unrealized +69.2%
ALGN Align Technology Inc 0.2%
Value ($000) $385 Shares 883 Est. Cost $334.38 Unrealized +45.6%
TTD The Trade Desk Inc 0.2%
Value ($000) $378 Shares 5,452 Est. Cost $63.40 Unrealized +13.9%
BRK/B Berkshire Hathaway Inc B Shares 0.2%
Value ($000) $374 Shares 1,060 Est. Cost $222.68 Unrealized +45.3%
NKE Nike Inc 0.2%
Value ($000) $370 Shares 2,753 Est. Cost $62.44 Unrealized +111.3%
GD General Dynamics Corporation 0.2%
Value ($000) $366 Shares 1,516 Est. Cost $167.47 Unrealized +22.3%
ODFL Old Dominion Freight Line, Inc. 0.2%
Value ($000) $357 Shares 1,193 Est. Cost $73.19 Unrealized +108.4%
Atlassian Corporation PLC 0.2%
Value ($000) $355 Shares 1,207 Est. Cost $276.32 Unrealized
SPGI S&P Global Inc 0.2%
Value ($000) $354 Shares 862 Est. Cost $315.57 Unrealized +24.9%
IWO iShares Russell 2000 Growth ETF 0.2%
Value ($000) $354 Shares 1,383 Est. Cost $261.38 Unrealized
DOCU DocuSign Inc 0.2%
Value ($000) $340 Shares 3,181 Est. Cost $151.09 Unrealized -24.0%
COP ConocoPhillips 0.2%
Value ($000) $329 Shares 3,288 Est. Cost $43.68 Unrealized +82.4%
CMCSA Comcast Corporation 0.2%
Value ($000) $316 Shares 6,743 Est. Cost $37.68 Unrealized +13.7%
VOO Vanguard S&P 500 ETF 0.2%
Value ($000) $309 Shares 745 Est. Cost $312.14 Unrealized
MSCI MSCI Inc 0.2%
Value ($000) $304 Shares 605 Est. Cost $366.13 Unrealized +35.6%
IBM International Business Machines Corporation 0.2%
Value ($000) $302 Shares 2,326 Est. Cost $101.91 Unrealized +10.0%
T AT&T Inc 0.2%
Value ($000) $301 Shares 12,752 Est. Cost $16.11 Unrealized -7.4%
MIDD Middleby Corp 0.2%
Value ($000) $296 Shares 1,806 Est. Cost $181.09 Unrealized +0.3%
NUE Nucor Corporation 0.2%
Value ($000) $292 Shares 1,963 Est. Cost $50.18 Unrealized +130.3%
DVY iShares Select Dividend ETF 0.2%
Value ($000) $289 Shares 2,257 Est. Cost $98.35 Unrealized
SYK Stryker Corp. 0.2%
Value ($000) $287 Shares 1,072 Est. Cost $198.82 Unrealized +24.9%
CRM Salesforce, Inc 0.2%
Value ($000) $286 Shares 1,346 Est. Cost $112.35 Unrealized +89.3%
SHOP Shopify Inc 0.2%
Value ($000) $286 Shares 423 Est. Cost $87.36 Unrealized -6.0%
MDU MDU Resources Group Inc 0.2%
Value ($000) $284 Shares 10,650 Est. Cost $8.04 Unrealized +17.6%
MS Morgan Stanley 0.2%
Value ($000) $284 Shares 3,255 Est. Cost $44.43 Unrealized +90.5%
TILT FlexShares Morningstar US Market Factors Tilt Index Fund 0.2%
Value ($000) $282 Shares 1,620 Est. Cost $113.06 Unrealized
GUNR FlexShares Morningstar Global Upstream Natural Resources Index Fund 0.2%
Value ($000) $282 Shares 6,023 Est. Cost $33.11 Unrealized
APH Amphenol Corporation 0.2%
Value ($000) $278 Shares 3,687 Est. Cost $26.89 Unrealized +38.8%
SUB iShares Short-Term National Muni Bond ETF 0.2%
Value ($000) $278 Shares 2,660 Est. Cost $107.81 Unrealized
ADM Archer-Daniels-Midland Company 0.2%
Value ($000) $274 Shares 3,034 Est. Cost $33.16 Unrealized +110.0%
IWM iShares Russell 2000 ETF 0.2%
Value ($000) $272 Shares 1,326 Est. Cost $147.60 Unrealized
RTX Raytheon Technologies Corp 0.2%
Value ($000) $272 Shares 2,744 Est. Cost $56.44 Unrealized +53.7%
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund 0.2%
Value ($000) $271 Shares 3,988 Est. Cost $68.05 Unrealized
PNC The PNC Financial Services Group, Inc 0.2%
Value ($000) $271 Shares 1,468 Est. Cost $118.65 Unrealized +46.7%
DDOG Datadog Inc 0.1%
Value ($000) $265 Shares 1,747 Est. Cost $74.02 Unrealized +97.6%
IWF iShares Russell 1000 Growth ETF 0.1%
Value ($000) $262 Shares 945 Est. Cost $171.50 Unrealized
MPWR Monolithic Power Systems Inc. 0.1%
Value ($000) $259 Shares 532 Est. Cost $422.77 Unrealized 0.0%
DE Deere & Company 0.1%
Value ($000) $254 Shares 611 Est. Cost $227.42 Unrealized +59.6%
SNAP Snap Inc 0.1%
Value ($000) $252 Shares 7,018 Est. Cost $53.17 Unrealized -32.0%
IGSB iShares Trust 1-5 Year Investment Grade Corporate Bond ETF 0.1%
Value ($000) $242 Shares 4,675 Est. Cost $53.53 Unrealized
MDLZ Mondelez International Inc 0.1%
Value ($000) $242 Shares 3,856 Est. Cost $38.59 Unrealized +52.0%
QQQ Invesco QQQ Trust ETF 0.1%
Value ($000) $237 Shares 655 Est. Cost $329.27 Unrealized
PANW Palo Alto Networks Inc 0.1%
Value ($000) $236 Shares 380 Est. Cost $75.37 Unrealized +18.7%
SLB Schlumberger Limited 0.1%
Value ($000) $227 Shares 5,487 Est. Cost $37.28 Unrealized -3.7%
GL Globe Life Inc 0.1%
Value ($000) $226 Shares 2,250 Est. Cost $86.06 Unrealized +14.1%
AXP American Express Company 0.1%
Value ($000) $223 Shares 1,190 Est. Cost $89.39 Unrealized +92.2%
ABNB Airbnb Inc 0.1%
Value ($000) $215 Shares 1,249 Est. Cost $174.44 Unrealized -8.7%
AMAT Applied Materials Inc 0.1%
Value ($000) $214 Shares 1,621 Est. Cost $39.58 Unrealized +235.7%
IJR iShares Core S&P Small-Cap ETF 0.1%
Value ($000) $210 Shares 1,951 Est. Cost $81.93 Unrealized
VV Vanguard Large-Cap Index Fund ETF Shares 0.1%
Value ($000) $198 Shares 948 Est. Cost $211.02 Unrealized
ZM Zoom Video Communications Inc 0.1%
Value ($000) $196 Shares 1,676 Est. Cost $250.09 Unrealized -45.6%
MET MetLife Inc 0.1%
Value ($000) $195 Shares 2,781 Est. Cost $39.86 Unrealized +50.8%
IJK iShares S&P Mid-CAP 400 Growth ETF 0.1%
Value ($000) $190 Shares 2,460 Est. Cost $109.05 Unrealized
EFA iShares MSCI EAFE ETF 0.1%
Value ($000) $189 Shares 2,563 Est. Cost $71.83 Unrealized
UPS United Parcel Service Inc 0.1%
Value ($000) $188 Shares 875 Est. Cost $96.23 Unrealized +84.1%
MO Altria Group Inc 0.1%
Value ($000) $179 Shares 3,424 Est. Cost $34.16 Unrealized +8.7%
JCI Johnson Controls International PLC 0.1%
Value ($000) $179 Shares 2,735 Est. Cost $32.22 Unrealized +97.5%
VO Vanguard Mid-Cap Index Fund ETF Shares 0.1%
Value ($000) $172 Shares 723 Est. Cost $195.81 Unrealized
LLY Eli Lilly and Company 0.1%
Value ($000) $168 Shares 585 Est. Cost $142.45 Unrealized +74.4%
ROP Roper Technologies Inc 0.1%
Value ($000) $152 Shares 321 Est. Cost $357.38 Unrealized +22.9%
TJX The TJX Compainies, Inc 0.1%
Value ($000) $150 Shares 2,473 Est. Cost $44.36 Unrealized +42.5%
MCHP Microchip Tech Inc 0.1%
Value ($000) $149 Shares 1,358 Est. Cost $53.45 Unrealized +29.0%
VEU Vanguard FTSE All-World ex-US Index Fund ETF Shares 0.1%
Value ($000) $146 Shares 2,533 Est. Cost $54.84 Unrealized
VEA Vanguard FTSE Developed Markets Index Fund ETF Shares 0.1%
Value ($000) $145 Shares 3,018 Est. Cost $45.49 Unrealized
DraftKings Inc 0.1%
Value ($000) $140 Shares 7,178 Est. Cost $29.89 Unrealized
EEM iShares MSCI Emerging Markets ETF 0.1%
Value ($000) $129 Shares 2,866 Est. Cost $43.57 Unrealized
ERIE Erie Indemnity Company 0.1%
Value ($000) $127 Shares 722 Est. Cost $128.36 Unrealized +31.2%
FTV Fortive Corp 0.1%
Value ($000) $127 Shares 2,081 Est. Cost $45.38 Unrealized +7.2%
WFC Wells Fargo & Company 0.1%
Value ($000) $124 Shares 2,560 Est. Cost $38.15 Unrealized +27.1%
ETN Eaton Corporation PLC 0.1%
Value ($000) $116 Shares 766 Est. Cost $71.52 Unrealized +106.0%
KMB Kimberly-Clark Corporation 0.1%
Value ($000) $114 Shares 922 Est. Cost $87.38 Unrealized +30.5%
DGRW Wisdom Tree US Quality Dividend Growth Fund 0.1%
Value ($000) $114 Shares 1,785 Est. Cost $47.78 Unrealized
QUAL iShares MSCI USA Quality Factor ETF 0.1%
Value ($000) $113 Shares 843 Est. Cost $89.68 Unrealized
BP BP PLC 0.1%
Value ($000) $111 Shares 3,768 Est. Cost $39.76 Unrealized
VNQ Vanguard Real Estate Index Fund ETF Shares 0.1%
Value ($000) $110 Shares 1,011 Est. Cost $104.42 Unrealized
SHY iShares 1-3 Year Treasury Bond ETF 0.1%
Value ($000) $106 Shares 1,275 Est. Cost $86.43 Unrealized
C Citigroup Inc. 0.1%
Value ($000) $104 Shares 1,956 Est. Cost $53.89 Unrealized -0.7%
ZBH Zimmer Biomet Holdings Inc 0.1%
Value ($000) $103 Shares 805 Est. Cost $106.26 Unrealized +9.6%
CSX CSX Corporation 0.1%
Value ($000) $99 Shares 2,655 Est. Cost $27.93 Unrealized +19.9%
BSV Vanguard Short-Term Bond Index Fund ETF Shares 0.1%
Value ($000) $98 Shares 1,258 Est. Cost $80.38 Unrealized
LYB LyondellBasell Industries 0.1%
Value ($000) $97 Shares 939 Est. Cost $57.26 Unrealized +29.7%
AWK American Water Works Company, Inc 0.1%
Value ($000) $93 Shares 560 Est. Cost $84.91 Unrealized +72.0%
NIO NIO Limited 0.1%
Value ($000) $93 Shares 4,410 Est. Cost $35.57 Unrealized
IWV iShares Russell 3000 Index Fund ETF 0.1%
Value ($000) $92 Shares 350 Est. Cost $175.04 Unrealized
NOC Northrop Grumman Corporation 0.1%
Value ($000) $90 Shares 201 Est. Cost $298.61 Unrealized +29.8%
NFG National Fuel Gas Company 0.1%
Value ($000) $90 Shares 1,306 Est. Cost $53.34 Unrealized +18.6%
URI United Rentals Inc 0.0%
Value ($000) $89 Shares 250 Est. Cost $123.03 Unrealized +157.0%
IWD iShares Russell 1000 Value ETF 0.0%
Value ($000) $89 Shares 535 Est. Cost $122.89 Unrealized
CB Chubb Ltd CORP COMMON 0.0%
Value ($000) $87 Shares 408 Est. Cost $124.34 Unrealized +55.1%
IWN iShares Russell 2000 Value ETF 0.0%
Value ($000) $84 Shares 523 Est. Cost $125.90 Unrealized
The Cooper Companies Inc 0.0%
Value ($000) $84 Shares 200 Est. Cost $295.00 Unrealized
GPC Genuine Parts Company 0.0%
Value ($000) $79 Shares 627 Est. Cost $75.29 Unrealized +54.2%
NWBI Northwest Bancshares Inc 0.0%
Value ($000) $78 Shares 5,808 Est. Cost $7.87 Unrealized +38.1%
IWR iShares Russell Mid-CAP ETF 0.0%
Value ($000) $78 Shares 1,000 Est. Cost $57.22 Unrealized
RSG Republic Services Inc 0.0%
Value ($000) $77 Shares 579 Est. Cost $81.95 Unrealized +47.6%
CME CME Group Inc. 0.0%
Value ($000) $75 Shares 317 Est. Cost $161.06 Unrealized +24.6%
GIS General Mills Inc 0.0%
Value ($000) $74 Shares 1,094 Est. Cost $39.41 Unrealized +49.1%
ROST Ross Stores Inc 0.0%
Value ($000) $72 Shares 800 Est. Cost $85.43 Unrealized +6.6%
ITOT iShares Core S&P Total U.S. Stock Market ETF 0.0%
Value ($000) $72 Shares 709 Est. Cost $56.42 Unrealized
BND Vanguard Total Bond Market Index Fund ETF Shares 0.0%
Value ($000) $69 Shares 871 Est. Cost $87.23 Unrealized
CGNX Cognex Corporation 0.0%
Value ($000) $69 Shares 894 Est. Cost $55.28 Unrealized +20.5%
EOG EOG Resources Inc 0.0%
Value ($000) $68 Shares 574 Est. Cost $76.35 Unrealized +22.4%
VWO Vanguard FTSE Emerging Markets Index Fund ETF Shares 0.0%
Value ($000) $67 Shares 1,459 Est. Cost $46.51 Unrealized
IBB iShares Biotechnology ETF 0.0%
Value ($000) $66 Shares 503 Est. Cost $141.23 Unrealized
NFRA FlexShares STOXX Global Broad Infrastructure Index Fund 0.0%
Value ($000) $66 Shares 1,155 Est. Cost $47.67 Unrealized
TSM Taiwan Semiconductor Manufacturing Company Limited 0.0%
Value ($000) $65 Shares 624 Est. Cost $39.83 Unrealized
FNB F.N.B. Corporation 0.0%
Value ($000) $62 Shares 5,000 Est. Cost $8.84 Unrealized +29.6%
KSS Kohl's Corporation 0.0%
Value ($000) $62 Shares 1,031 Est. Cost $48.02 Unrealized +17.6%
WEC Wec Energy Group INC CORP COMMON 0.0%
Value ($000) $59 Shares 587 Est. Cost $58.31 Unrealized +41.7%
DD DuPont De Nemours Inc 0.0%
Value ($000) $58 Shares 789 Est. Cost $27.48 Unrealized +9.4%
FE FirstEnergy Corp 0.0%
Value ($000) $57 Shares 1,250 Est. Cost $26.31 Unrealized +37.3%
IP International Paper Company 0.0%
Value ($000) $56 Shares 1,208 Est. Cost $34.08 Unrealized +13.4%
AEP American Electric Power Company Inc 0.0%
Value ($000) $56 Shares 562 Est. Cost $56.99 Unrealized +39.0%
CTVA Corteva Inc 0.0%
Value ($000) $55 Shares 960 Est. Cost $30.96 Unrealized +58.2%
SUN Sunoco Lp Unt 0.0%
Value ($000) $55 Shares 1,350 Est. Cost $28.20 Unrealized
BAX Baxter International Inc 0.0%
Value ($000) $53 Shares 687 Est. Cost $63.89 Unrealized +19.6%
Tilray Brands Inc 0.0%
Value ($000) $52 Shares 6,646 Est. Cost $18.06 Unrealized
HYG iShares iBoxx $ High Yield Corporate Bond ETF 0.0%
Value ($000) $50 Shares 603 Est. Cost $87.03 Unrealized
ACWI iShares MSCI ACWI ETF 0.0%
Value ($000) $50 Shares 500 Est. Cost $100.00 Unrealized
VDC Vanguard Consumer Staples Index Fund ETF Shares 0.0%
Value ($000) $49 Shares 250 Est. Cost $159.31 Unrealized
WM Waste Management Inc. 0.0%
Value ($000) $48 Shares 305 Est. Cost $93.61 Unrealized +52.2%
MPC Marathon Petroleum Corp 0.0%
Value ($000) $48 Shares 560 Est. Cost $50.66 Unrealized +37.6%
RGEN Repligen Corporation 0.0%
Value ($000) $47 Shares 250 Est. Cost $96.54 Unrealized +96.8%
MCK McKesson Corporation 0.0%
Value ($000) $47 Shares 155 Est. Cost $266.57 Unrealized 0.0%
HSY The Hershey Company 0.0%
Value ($000) $46 Shares 212 Est. Cost $184.39 Unrealized 0.0%
COF Capital One Financial Corporation 0.0%
Value ($000) $45 Shares 342 Est. Cost $94.68 Unrealized +43.5%
VGT Vanguard Information Technology Index Fund ETF Shares 0.0%
Value ($000) $45 Shares 109 Est. Cost $247.71 Unrealized
MU Micron Technology Inc 0.0%
Value ($000) $45 Shares 574 Est. Cost $78.83 Unrealized +5.8%
Discover Financial Services 0.0%
Value ($000) $44 Shares 400 Est. Cost $77.50 Unrealized
HUM Humana, Inc 0.0%
Value ($000) $44 Shares 100 Est. Cost $402.21 Unrealized 0.0%
SPTS SPDR Portfolio Short Term Treasury ETF 0.0%
Value ($000) $43 Shares 1,440 Est. Cost $29.86 Unrealized
TRV Travelers Companies Inc 0.0%
Value ($000) $42 Shares 231 Est. Cost $110.49 Unrealized +43.7%
AEE Ameren Corp 0.0%
Value ($000) $41 Shares 437 Est. Cost $65.33 Unrealized +19.1%
ADP Automatic Data Processing Inc 0.0%
Value ($000) $41 Shares 178 Est. Cost $137.81 Unrealized +42.9%
PAYX Paychex, Inc. 0.0%
Value ($000) $41 Shares 300 Est. Cost $88.28 Unrealized +24.3%
OXY Occidental Petroleum Corporation 0.0%
Value ($000) $41 Shares 717 Est. Cost $39.21 Unrealized +6.5%
NTRS Northern Trust Corporation 0.0%
Value ($000) $40 Shares 345 Est. Cost $84.53 Unrealized +23.7%
CZR Caesars Entertainment Inc 0.0%
Value ($000) $39 Shares 500 Est. Cost $43.94 Unrealized +82.8%
USB US Bancorp 0.0%
Value ($000) $39 Shares 733 Est. Cost $36.07 Unrealized +32.6%
F Ford Motor Company 0.0%
Value ($000) $38 Shares 2,250 Est. Cost $10.34 Unrealized +40.7%
BKNG Booking Holdings Inc 0.0%
Value ($000) $38 Shares 16 Est. Cost $1877.42 Unrealized +22.4%
VTRS Viatris Inc 0.0%
Value ($000) $37 Shares 3,376 Est. Cost $13.08 Unrealized -15.5%
JETS US Global Jets ETF 0.0%
Value ($000) $36 Shares 1,670 Est. Cost $22.16 Unrealized
TROW T. Rowe Price Group, Inc. 0.0%
Value ($000) $36 Shares 236 Est. Cost $88.76 Unrealized +45.4%
IHF iShares U.S. Healthcare Providers ETF 0.0%
Value ($000) $35 Shares 123 Est. Cost $203.25 Unrealized
GS The Goldman Sachs Group Inc 0.0%
Value ($000) $35 Shares 106 Est. Cost $197.54 Unrealized +61.9%
ADI Analog Devices Inc 0.0%
Value ($000) $34 Shares 204 Est. Cost $155.41 Unrealized -2.7%
FDX FedEx Corporation 0.0%
Value ($000) $33 Shares 144 Est. Cost $147.87 Unrealized +46.1%
TDTT FlexShares iBoxx 3-Year Target Duration TIPS Index Fund 0.0%
Value ($000) $32 Shares 1,222 Est. Cost $24.35 Unrealized
MKTX MarketAxess Holdings Inc. 0.0%
Value ($000) $31 Shares 92 Est. Cost $343.80 Unrealized +0.1%
XYL Xylem Inc 0.0%
Value ($000) $30 Shares 355 Est. Cost $76.24 Unrealized +19.9%
VB Vanguard Small-Cap Index Fund ETF Shares 0.0%
Value ($000) $30 Shares 139 Est. Cost $149.97 Unrealized
BAC Bank of America Corporation 0.0%
Value ($000) $30 Shares 718 Est. Cost $39.15 Unrealized +4.3%
XBI SPDR S&P Biotech ETF 0.0%
Value ($000) $30 Shares 338 Est. Cost $124.87 Unrealized
PSX Phillips 66 0.0%
Value ($000) $30 Shares 348 Est. Cost $69.84 Unrealized +4.3%
HIG The Hartford Financial Services Group, Inc 0.0%
Value ($000) $29 Shares 400 Est. Cost $46.60 Unrealized +39.9%
CMS CMS Energy Corporation 0.0%
Value ($000) $29 Shares 413 Est. Cost $51.97 Unrealized +10.6%
QSR Restaurant Brands International Inc 0.0%
Value ($000) $29 Shares 501 Est. Cost $50.43 Unrealized +12.8%
QLC Flexshares US Quality Large Cap Index Fund Qulty Lrg CP Indx Etf 0.0%
Value ($000) $28 Shares 550 Est. Cost $33.56 Unrealized
ETR Entergy Corporation 0.0%
Value ($000) $27 Shares 234 Est. Cost $47.51 Unrealized 0.0%
CTSH Cognizant Technology Solutions Corporation 0.0%
Value ($000) $27 Shares 300 Est. Cost $69.64 Unrealized +18.4%
YUM Yum Brands Inc. 0.0%
Value ($000) $27 Shares 224 Est. Cost $89.07 Unrealized +28.4%
PLD Prologis Inc 0.0%
Value ($000) $26 Shares 161 Est. Cost $78.61 Unrealized +72.3%
CVNA Carvana Co 0.0%
Value ($000) $26 Shares 222 Est. Cost $242.70 Unrealized -39.9%
PGX Invesco Preferred ETF 0.0%
Value ($000) $26 Shares 1,945 Est. Cost $14.59 Unrealized
AZO AutoZone Inc 0.0%
Value ($000) $25 Shares 12 Est. Cost $1138.67 Unrealized +71.6%
CARR Carrier Global Corp 0.0%
Value ($000) $24 Shares 529 Est. Cost $17.13 Unrealized +160.3%
AZN AstraZeneca PLC 0.0%
Value ($000) $24 Shares 357 Est. Cost $59.21 Unrealized
OGE OGE Energy Corp 0.0%
Value ($000) $24 Shares 600 Est. Cost $41.42 Unrealized -8.4%
CMI Cummins Inc 0.0%
Value ($000) $24 Shares 115 Est. Cost $138.21 Unrealized +42.3%
M Macy's Inc. 0.0%
Value ($000) $24 Shares 996 Est. Cost $21.94 Unrealized +16.8%
DG Dollar General Corporation 0.0%
Value ($000) $24 Shares 110 Est. Cost $127.05 Unrealized +56.5%
CX CEMEX, S.A.B. de C.V. 0.0%
Value ($000) $23 Shares 4,355 Est. Cost $4.59 Unrealized
KHC The Kraft Heinz Company 0.0%
Value ($000) $23 Shares 585 Est. Cost $31.80 Unrealized -2.4%
Cerner Corporation 0.0%
Value ($000) $22 Shares 240 Est. Cost $66.67 Unrealized
VUG Vanguard Growth Index Fund ETF Shares 0.0%
Value ($000) $22 Shares 78 Est. Cost $290.18 Unrealized
EBAY eBay Inc 0.0%
Value ($000) $21 Shares 374 Est. Cost $35.59 Unrealized +51.8%
QDF FlexShares Quality Dividend Index Fund 0.0%
Value ($000) $21 Shares 346 Est. Cost $45.15 Unrealized
IJT iShares S&P Small-Cap 600 Growth ETF 0.0%
Value ($000) $21 Shares 164 Est. Cost $135.58 Unrealized
XMYDX BlackRock MuniYield Fund Inc 0.0%
Value ($000) $20 Shares 1,600 Est. Cost $12.50 Unrealized
ALC Alcon Inc 0.0%
Value ($000) $20 Shares 246 Est. Cost $63.98 Unrealized +19.3%
KMI Kinder Morgan Inc 0.0%
Value ($000) $20 Shares 1,052 Est. Cost $14.19 Unrealized 0.0%
PEJ Invesco Dynamic Leisure & Entertainment ETF 0.0%
Value ($000) $20 Shares 415 Est. Cost $40.96 Unrealized
VLO Valero Energy Corporation 0.0%
Value ($000) $20 Shares 200 Est. Cost $61.06 Unrealized +26.0%
BIV Vanguard Intermediate-Term Bond Index Fund ETF Shares 0.0%
Value ($000) $19 Shares 232 Est. Cost $88.96 Unrealized
MTB M&T Bank Corporation 0.0%
Value ($000) $19 Shares 110 Est. Cost $88.37 Unrealized +75.9%
DGRO iShares Core Dividend Growth ETF 0.0%
Value ($000) $19 Shares 358 Est. Cost $54.17 Unrealized
ADSK Autodesk Inc 0.0%
Value ($000) $19 Shares 89 Est. Cost $262.95 Unrealized -12.4%
OTIS Otis Worldwide Corp 0.0%
Value ($000) $18 Shares 237 Est. Cost $47.48 Unrealized +58.2%
Outlook Therapeutics, Inc 0.0%
Value ($000) $18 Shares 10,000 Est. Cost $1.30 Unrealized
BCE BCE Inc 0.0%
Value ($000) $18 Shares 333 Est. Cost $39.99 Unrealized 0.0%
Royce Value Trust Inc. 0.0%
Value ($000) $18 Shares 1,038 Est. Cost $16.38 Unrealized
CBRE CBRE Group Inc 0.0%
Value ($000) $17 Shares 185 Est. Cost $47.68 Unrealized +104.3%
TIP iShares Tips Bond ETF 0.0%
Value ($000) $17 Shares 135 Est. Cost $122.45 Unrealized
BIIB Biogen Inc 0.0%
Value ($000) $17 Shares 81 Est. Cost $318.38 Unrealized -31.7%
EXC Exelon Corporation 0.0%
Value ($000) $17 Shares 365 Est. Cost $25.32 Unrealized +45.5%
GILD Gilead Sciences Inc 0.0%
Value ($000) $16 Shares 268 Est. Cost $54.08 Unrealized +2.0%
BABA Alibaba Group Holding Limited 0.0%
Value ($000) $16 Shares 150 Est. Cost $174.51 Unrealized
Activision Blizzard Inc 0.0%
Value ($000) $16 Shares 200 Est. Cost $68.57 Unrealized
BA The Boeing Company 0.0%
Value ($000) $16 Shares 86 Est. Cost $249.20 Unrealized -19.5%
ACN Accenture PLC 0.0%
Value ($000) $16 Shares 47 Est. Cost $318.52 Unrealized 0.0%
BLOK Amplify Transformational Data Sharing ETF 0.0%
Value ($000) $16 Shares 475 Est. Cost $40.00 Unrealized
SRE Sempra Energy 0.0%
Value ($000) $15 Shares 91 Est. Cost $59.96 Unrealized +5.8%
ZVRA Kempharm Inc 0.0%
Value ($000) $15 Shares 3,000 Est. Cost $8.82 Unrealized -27.9%
TMUS T-Mobile US, Inc. 0.0%
Value ($000) $15 Shares 117 Est. Cost $87.08 Unrealized +32.1%
Glaxosmithkline PLC Sponsored ADR 0.0%
Value ($000) $15 Shares 340 Est. Cost $37.37 Unrealized
WTRG Essential Utilities Inc 0.0%
Value ($000) $15 Shares 300 Est. Cost $47.18 Unrealized +2.3%
Crescent Point Energy 0.0%
Value ($000) $15 Shares 2,000 Est. Cost $3.33 Unrealized
ATRO Astronics Corporation 0.0%
Value ($000) $14 Shares 1,072 Est. Cost $31.49 Unrealized -58.5%
SBLK Star Bulk Carriers Corp COMMON 0.0%
Value ($000) $14 Shares 470 Est. Cost $21.04 Unrealized +24.3%
KLAC KLA Corporation 0.0%
Value ($000) $13 Shares 36 Est. Cost $97.62 Unrealized +267.8%
APA APA Corporation 0.0%
Value ($000) $13 Shares 316 Est. Cost $30.86 Unrealized 0.0%
IEFA iShares Core MSCI EAFE ETF 0.0%
Value ($000) $13 Shares 187 Est. Cost $72.78 Unrealized
SO The Southern Company 0.0%
Value ($000) $13 Shares 174 Est. Cost $44.48 Unrealized +31.9%
CAG Conagra Brands Inc 0.0%
Value ($000) $13 Shares 400 Est. Cost $20.13 Unrealized +40.8%
EPD Enterprise Products Partners L.P. 0.0%
Value ($000) $13 Shares 520 Est. Cost $27.77 Unrealized
BHF Brighthouse Financial Inc 0.0%
Value ($000) $12 Shares 228 Est. Cost $57.64 Unrealized -7.4%
BURL Burlington Stores Inc 0.0%
Value ($000) $12 Shares 64 Est. Cost $161.22 Unrealized +35.9%
Aptiv PLC 0.0%
Value ($000) $12 Shares 100 Est. Cost $80.00 Unrealized
PTC PTC Inc 0.0%
Value ($000) $12 Shares 108 Est. Cost $112.41 Unrealized 0.0%
MFC Manulife Financial Corporation 0.0%
Value ($000) $12 Shares 580 Est. Cost $16.45 Unrealized +24.5%
EMR Emerson Electric Co. 0.0%
Value ($000) $11 Shares 108 Est. Cost $58.03 Unrealized +50.7%
VBR Vanguard Small Cap Value Etf 0.0%
Value ($000) $11 Shares 63 Est. Cost $152.72 Unrealized
FREL Fidelity MSCI Real Estate Index ETF 0.0%
Value ($000) $11 Shares 330 Est. Cost $27.27 Unrealized
PPL PPL Corp. 0.0%
Value ($000) $11 Shares 400 Est. Cost $24.28 Unrealized +1.7%
BLNK Blink Charging Co. 0.0%
Value ($000) $11 Shares 425 Est. Cost $19.77 Unrealized +19.0%
SCZ iShares MSCI EAFE Small-Cap ETF 0.0%
Value ($000) $11 Shares 165 Est. Cost $66.67 Unrealized
RACE Ferrari N.V. 0.0%
Value ($000) $11 Shares 50 Est. Cost $131.61 Unrealized +69.6%
ASH Ashland Global Holdings Inc 0.0%
Value ($000) $10 Shares 100 Est. Cost $68.43 Unrealized +30.1%
PLUG Plug Power Inc 0.0%
Value ($000) $10 Shares 350 Est. Cost $22.64 Unrealized +5.3%
USO United States Oil Fund LP 0.0%
Value ($000) $10 Shares 130 Est. Cost $29.94 Unrealized
ROK Rockwell Automation Inc 0.0%
Value ($000) $10 Shares 36 Est. Cost $203.70 Unrealized +31.7%
Paramount Global 0.0%
Value ($000) $9 Shares 250 Est. Cost $42.86 Unrealized
ED Consolidated Edison Inc Com 0.0%
Value ($000) $9 Shares 100 Est. Cost $75.59 Unrealized 0.0%
DELL Dell Technologies Inc 0.0%
Value ($000) $9 Shares 187 Est. Cost $25.01 Unrealized +104.6%
VMware, Inc 0.0%
Value ($000) $9 Shares 81 Est. Cost $113.85 Unrealized
MLM Martin Marietta Materials Inc 0.0%
Value ($000) $8 Shares 20 Est. Cost $378.22 Unrealized 0.0%
VIGI Vanguard Whitehall Funds - Vanguard International Dividend Appreciation ETF 0.0%
Value ($000) $8 Shares 105 Est. Cost $85.71 Unrealized
ARKK ARK Innovation ETF 0.0%
Value ($000) $8 Shares 120 Est. Cost $91.67 Unrealized
LW Lamb Weston Holdings Inc 0.0%
Value ($000) $8 Shares 133 Est. Cost $62.34 Unrealized -6.7%
ANSYS Inc 0.0%
Value ($000) $8 Shares 25 Est. Cost $320.00 Unrealized
RCL Royal Caribbean Cruises LTD 0.0%
Value ($000) $8 Shares 100 Est. Cost $77.38 Unrealized 0.0%
SONY Sony Corporation 0.0%
Value ($000) $8 Shares 80 Est. Cost $100.00 Unrealized
ENPH Enphase Energy Inc 0.0%
Value ($000) $8 Shares 40 Est. Cost $146.68 Unrealized +7.1%
IT Gartner Inc 0.0%
Value ($000) $7 Shares 22 Est. Cost $289.54 Unrealized 0.0%
VXF Vanguard Extended Market Index Fund ETF Shares 0.0%
Value ($000) $7 Shares 45 Est. Cost $188.68 Unrealized
Walgreens Boots Alliance Inc 0.0%
Value ($000) $7 Shares 165 Est. Cost $63.14 Unrealized
CTRA Coterra Energy Inc. 0.0%
Value ($000) $7 Shares 260 Est. Cost $19.24 Unrealized 0.0%
PH Parker-Hannifin Corporation 0.0%
Value ($000) $7 Shares 25 Est. Cost $286.25 Unrealized 0.0%
NEE Nextera Energy Inc 0.0%
Value ($000) $7 Shares 80 Est. Cost $75.24 Unrealized -4.2%
CINF Cincinnati Financial Corp 0.0%
Value ($000) $7 Shares 50 Est. Cost $111.09 Unrealized 0.0%
VNT Vontier Corporation 0.0%
Value ($000) $6 Shares 250 Est. Cost $31.19 Unrealized -15.3%
TSN Tyson Foods INC CLASS A CORP COMMON 0.0%
Value ($000) $6 Shares 62 Est. Cost $80.39 Unrealized 0.0%
LEN Lennar Corporation 0.0%
Value ($000) $6 Shares 77 Est. Cost $84.95 Unrealized 0.0%
AMC Entertainment Holdings Inc 0.0%
Value ($000) $6 Shares 235 Est. Cost $25.53 Unrealized
CFR Cullen Frost Bankers Inc 0.0%
Value ($000) $5 Shares 34 Est. Cost $123.52 Unrealized 0.0%
RPM RPM International Inc. 0.0%
Value ($000) $5 Shares 60 Est. Cost $85.82 Unrealized 0.0%
AA Alcoa Corp COMMON 0.0%
Value ($000) $5 Shares 58 Est. Cost $46.72 Unrealized +48.8%
Unilever PLC 0.0%
Value ($000) $5 Shares 100 Est. Cost $50.00 Unrealized
Leap Therapeutics INC CORP COMMON 0.0%
Value ($000) $5 Shares 3,000 Est. Cost $2.56 Unrealized
ECL Ecolab Inc 0.0%
Value ($000) $5 Shares 30 Est. Cost $179.54 Unrealized 0.0%
ACVA ACV Auctions 0.0%
Value ($000) $5 Shares 325 Est. Cost $32.00 Unrealized -56.5%
TLTE FlexShares Morningstar Emerging Markets Factor Tilt Index Fund 0.0%
Value ($000) $5 Shares 90 Est. Cost $59.22 Unrealized
Nikola Corporation 0.0%
Value ($000) $5 Shares 500 Est. Cost $29.25 Unrealized
ELV Anthem Inc 0.0%
Value ($000) $5 Shares 11 Est. Cost $397.15 Unrealized +8.9%
ITW Illinois Tool Works Inc 0.0%
Value ($000) $5 Shares 26 Est. Cost $203.67 Unrealized 0.0%
SCHZ Schwab U.S. Aggregate Bond ETF 0.0%
Value ($000) $5 Shares 106 Est. Cost $56.60 Unrealized
SNOW Snowflake Inc. 0.0%
Value ($000) $5 Shares 20 Est. Cost $242.33 Unrealized +6.7%
GEN NortonLifeLock Inc 0.0%
Value ($000) $4 Shares 135 Est. Cost $23.20 Unrealized +9.2%
OXY/WS Occidental Petroleum Corp Eqy Warrant 0.0%
Value ($000) $4 Shares 116 Est. Cost $34.48 Unrealized
GWW W W Grainger Inc 0.0%
Value ($000) $4 Shares 8 Est. Cost $216.36 Unrealized +118.8%
LI Li Auto Inc. ADR 0.0%
Value ($000) $4 Shares 150 Est. Cost $26.67 Unrealized
NXPI NXP Semiconductors N.V. 0.0%
Value ($000) $4 Shares 19 Est. Cost $196.64 Unrealized -7.0%
IEMG iShares Core MSCI Emerging Markets ETF 0.0%
Value ($000) $4 Shares 71 Est. Cost $60.40 Unrealized
ILMN Illumina Inc. 0.0%
Value ($000) $4 Shares 12 Est. Cost $337.77 Unrealized 0.0%
HII Huntington Ingalls Industries, Inc. 0.0%
Value ($000) $4 Shares 18 Est. Cost $186.58 Unrealized -4.1%
Orbital Energy Group 0.0%
Value ($000) $4 Shares 2,000 Est. Cost $6.00 Unrealized
BlackRock Inc 0.0%
Value ($000) $4 Shares 5 Est. Cost $900.00 Unrealized
Linde PLC 0.0%
Value ($000) $4 Shares 12 Est. Cost $333.33 Unrealized
CCL Carnival Corporation 0.0%
Value ($000) $4 Shares 176 Est. Cost $22.18 Unrealized -8.9%
SUI Sun Communities, Inc. 0.0%
Value ($000) $4 Shares 20 Est. Cost $200.00 Unrealized
RHI Robert Half International Inc 0.0%
Value ($000) $4 Shares 31 Est. Cost $111.35 Unrealized +3.6%
VRTX Vertex Pharmaceuticals Inc 0.0%
Value ($000) $4 Shares 14 Est. Cost $194.45 Unrealized +22.0%
Twitter Inc 0.0%
Value ($000) $4 Shares 98 Est. Cost $40.82 Unrealized
GLW Corning Incorporated 0.0%
Value ($000) $4 Shares 102 Est. Cost $38.31 Unrealized -8.8%
CBSH Commerce Bancshares Inc 0.0%
Value ($000) $4 Shares 57 Est. Cost $57.13 Unrealized 0.0%
MAA Mid-America Apartment Communities Inc 0.0%
Value ($000) $4 Shares 18 Est. Cost $137.90 Unrealized +31.7%
ELAN Elanco Animal Health Incorporated 0.0%
Value ($000) $4 Shares 144 Est. Cost $26.63 Unrealized 0.0%
ACM AECOM Corp 0.0%
Value ($000) $4 Shares 52 Est. Cost $67.52 Unrealized +4.8%
BNDX Vanguard Total International Bond Index Fund ETF Shares 0.0%
Value ($000) $4 Shares 68 Est. Cost $57.44 Unrealized
MUFG Mitsubishi UFJ Financial Group Spon ADR 0.0%
Value ($000) $3 Shares 535 Est. Cost $5.61 Unrealized
TSCO Tractor Supply Company 0.0%
Value ($000) $3 Shares 14 Est. Cost $41.27 Unrealized 0.0%
MAS Masco Corp. 0.0%
Value ($000) $3 Shares 67 Est. Cost $34.81 Unrealized +58.5%
Lordstown Motors Corp 0.0%
Value ($000) $3 Shares 825 Est. Cost $12.12 Unrealized
XPEV XPeng Inc 0.0%
Value ($000) $3 Shares 100 Est. Cost $44.00 Unrealized
EWBC East West Bancorp, Inc 0.0%
Value ($000) $3 Shares 38 Est. Cost $75.63 Unrealized 0.0%
MGK Vanguard Mega Cap Growth Index Fund ETF Shares 0.0%
Value ($000) $3 Shares 14 Est. Cost $114.29 Unrealized
EA Electronic Arts Inc 0.0%
Value ($000) $3 Shares 20 Est. Cost $131.47 Unrealized -3.1%
REGN Regeneron Pharmaceuticals Inc. 0.0%
Value ($000) $3 Shares 4 Est. Cost $611.44 Unrealized +2.9%
TTWO Take-Two Interactive Software Inc 0.0%
Value ($000) $3 Shares 17 Est. Cost $174.28 Unrealized -8.2%
IHI iShares U.S. Medical Devices ETF 0.0%
Value ($000) $3 Shares 48 Est. Cost $78.27 Unrealized
ATO Atmos Energy Corporation 0.0%
Value ($000) $3 Shares 27 Est. Cost $99.21 Unrealized 0.0%
CAR Avis Budget Group Inc 0.0%
Value ($000) $3 Shares 10 Est. Cost $191.13 Unrealized 0.0%
LPLA LPL Financial Holdings Inc 0.0%
Value ($000) $3 Shares 19 Est. Cost $165.05 Unrealized +5.5%
KNX Knight-Swift Transportation Holdings Inc 0.0%
Value ($000) $3 Shares 67 Est. Cost $53.96 Unrealized -2.4%
CDW CDW Corporation 0.0%
Value ($000) $3 Shares 16 Est. Cost $180.53 Unrealized -3.5%
IAGG iShares Core International Aggregate Bond ETF 0.0%
Value ($000) $3 Shares 53 Est. Cost $56.60 Unrealized
IFF International Flavors & Fragrances Inc. 0.0%
Value ($000) $3 Shares 25 Est. Cost $126.29 Unrealized -5.9%
SCHA Schwab U.S. Small-Cap ETF 0.0%
Value ($000) $3 Shares 68 Est. Cost $66.18 Unrealized
HWM Howmet Aerospace Inc 0.0%
Value ($000) $3 Shares 75 Est. Cost $33.73 Unrealized 0.0%
Sirius XM Holdings Inc 0.0%
Value ($000) $3 Shares 500 Est. Cost $6.00 Unrealized
HAL Halliburton Company 0.0%
Value ($000) $3 Shares 77 Est. Cost $33.07 Unrealized -9.7%
G Genpact Limited 0.0%
Value ($000) $3 Shares 66 Est. Cost $47.63 Unrealized -7.7%
STE STERIS plc 0.0%
Value ($000) $3 Shares 14 Est. Cost $223.84 Unrealized 0.0%
Calamos Convertible & High Income Fund 0.0%
Value ($000) $3 Shares 200 Est. Cost $15.00 Unrealized
AJG Arthur J. Gallaher & Co. 0.0%
Value ($000) $3 Shares 16 Est. Cost $153.40 Unrealized 0.0%
ELS Equity LifeStyle Properties Inc 0.0%
Value ($000) $3 Shares 41 Est. Cost $73.17 Unrealized
FAST Fastenal CO CORP COMMON 0.0%
Value ($000) $3 Shares 46 Est. Cost $25.41 Unrealized 0.0%
RAVI FlexShares Ready Access Variable Income Fund 0.0%
Value ($000) $3 Shares 36 Est. Cost $75.44 Unrealized
FuelCell Energy Inc 0.0%
Value ($000) $3 Shares 500 Est. Cost $12.00 Unrealized
EQIX Equinix Inc (REIT) 0.0%
Value ($000) $2 Shares 3 Est. Cost $664.62 Unrealized 0.0%
SKYY First Trust Cloud Computing ETF 0.0%
Value ($000) $2 Shares 20 Est. Cost $45.45 Unrealized
SGOL Abrdn Gold ETF Trust 0.0%
Value ($000) $2 Shares 86 Est. Cost $23.26 Unrealized
TAYD Taylor Devices Inc. 0.0%
Value ($000) $2 Shares 205 Est. Cost $11.94 Unrealized -14.0%
TAK Takeda Pharmaceutical Company Limited 0.0%
Value ($000) $2 Shares 140 Est. Cost $21.43 Unrealized
American Campus Communities Inc 0.0%
Value ($000) $2 Shares 29 Est. Cost $68.97 Unrealized
Aegon N.V. 0.0%
Value ($000) $2 Shares 286 Est. Cost $6.99 Unrealized
BLV Vanguard Long-Term Bond Index Fund ETF Shares 0.0%
Value ($000) $2 Shares 20 Est. Cost $101.59 Unrealized
RRX Regal Rexnord Corporation 0.0%
Value ($000) $2 Shares 16 Est. Cost $158.35 Unrealized +1.2%
VMBS Vanguard Mortgage-Backed Securities Index Fund ETF Shares 0.0%
Value ($000) $2 Shares 30 Est. Cost $54.19 Unrealized
NDAQ Nasdaq, Inc. 0.0%
Value ($000) $2 Shares 12 Est. Cost $55.99 Unrealized 0.0%
MKC McCormick & Company Inc 0.0%
Value ($000) $2 Shares 22 Est. Cost $89.56 Unrealized 0.0%
MAT Mattel Inc Com 0.0%
Value ($000) $2 Shares 88 Est. Cost $20.73 Unrealized +10.3%
WSO Watsco Inc. 0.0%
Value ($000) $2 Shares 8 Est. Cost $285.22 Unrealized 0.0%
WDC Western Digital Corp. 0.0%
Value ($000) $2 Shares 42 Est. Cost $43.29 Unrealized -5.5%
WU The Western Union Company 0.0%
Value ($000) $2 Shares 100 Est. Cost $20.00 Unrealized
WH Wyndham Hotels & Resorts Inc 0.0%
Value ($000) $2 Shares 20 Est. Cost $85.15 Unrealized 0.0%
XEL Xcel Energy Inc. 0.0%
Value ($000) $2 Shares 32 Est. Cost $60.38 Unrealized 0.0%
DECK Deckers Outdoor Corporation 0.0%
Value ($000) $2 Shares 6 Est. Cost $64.48 Unrealized -23.1%
Z Zillow Group Inc 0.0%
Value ($000) $2 Shares 36 Est. Cost $113.97 Unrealized -52.8%
SNA Snap On Inc 0.0%
Value ($000) $2 Shares 10 Est. Cost $190.45 Unrealized 0.0%
JKHY Jack Henry & Associates Inc 0.0%
Value ($000) $2 Shares 12 Est. Cost $166.49 Unrealized 0.0%
PAA Plains All American Pipeline LP 0.0%
Value ($000) $2 Shares 200 Est. Cost $25.00 Unrealized
SLV iShares Silver Trust ETF 0.0%
Value ($000) $2 Shares 85 Est. Cost $23.53 Unrealized
GLD SPDR Gold Shares 0.0%
Value ($000) $2 Shares 11 Est. Cost $181.82 Unrealized
LUV Southwest Airlines Co. 0.0%
Value ($000) $2 Shares 43 Est. Cost $43.68 Unrealized -6.4%
STLA Stellantis N.V. 0.0%
Value ($000) $2 Shares 109 Est. Cost $18.35 Unrealized
CI Cigna Corporation 0.0%
Value ($000) $2 Shares 8 Est. Cost $218.34 Unrealized 0.0%
GPN Global Payments Inc 0.0%
Value ($000) $2 Shares 16 Est. Cost $171.76 Unrealized -21.7%
BR Broadridge Financial Solutions, Inc. 0.0%
Value ($000) $2 Shares 13 Est. Cost $143.43 Unrealized 0.0%
GBCI Glacier Bancorp Inc 0.0%
Value ($000) $2 Shares 42 Est. Cost $47.58 Unrealized 0.0%
Citrix Systems Inc 0.0%
Value ($000) $2 Shares 22 Est. Cost $90.91 Unrealized
LKQ LKQ Corporation 0.0%
Value ($000) $2 Shares 50 Est. Cost $50.79 Unrealized -9.0%
OSK Oshkosh Corporation 0.0%
Value ($000) $2 Shares 16 Est. Cost $101.52 Unrealized +3.1%
ICLR ICON Public Limited Company 0.0%
Value ($000) $2 Shares 7 Est. Cost $250.60 Unrealized 0.0%
CHTR Charter Communications Inc 0.0%
Value ($000) $2 Shares 3 Est. Cost $587.05 Unrealized 0.0%
CASY Casey's General Stores, Inc. 0.0%
Value ($000) $2 Shares 11 Est. Cost $183.81 Unrealized 0.0%
Nextier Oilfield Solutions Inc 0.0%
Value ($000) $2 Shares 250 Est. Cost $8.00 Unrealized
PTON Peloton Interactive Inc 0.0%
Value ($000) $2 Shares 65 Est. Cost $26.94 Unrealized +6.4%
SCHP Schwab U.S. TIPS ETF 0.0%
Value ($000) $2 Shares 29 Est. Cost $68.97 Unrealized
ATR AptarGroup Inc 0.0%
Value ($000) $2 Shares 18 Est. Cost $111.45 Unrealized 0.0%
SAP SAP SE 0.0%
Value ($000) $1 Shares 8 Est. Cost $125.00 Unrealized
XLRE The Real Estate Select Sector SPDR Fund 0.0%
Value ($000) $1 Shares 22 Est. Cost $45.45 Unrealized
GT The Goodyear Tire & Rubber Company 0.0%
Value ($000) $1 Shares 80 Est. Cost $20.76 Unrealized -14.5%
KEY KeyCorp 0.0%
Value ($000) $1 Shares 52 Est. Cost $17.28 Unrealized +17.5%
AON Aon plc 0.0%
Value ($000) $1 Shares 4 Est. Cost $282.81 Unrealized 0.0%
BAH Booz Allen Hamilton Holding Corporation 0.0%
Value ($000) $1 Shares 17 Est. Cost $77.74 Unrealized -1.9%
CHGG Chegg Inc 0.0%
Value ($000) $1 Shares 21 Est. Cost $40.56 Unrealized -25.8%
NOK Nokia Corporation 0.0%
Value ($000) $1 Shares 105 Est. Cost $9.52 Unrealized
AI C3.ai, Inc. 0.0%
Value ($000) $1 Shares 42 Est. Cost $134.16 Unrealized -82.1%
Progenity Inc 0.0%
Value ($000) $1 Shares 975 Est. Cost $2.05 Unrealized
ETSY Etsy Inc 0.0%
Value ($000) $1 Shares 7 Est. Cost $240.89 Unrealized -38.3%
FIS Fidelity National Information Services Inc 0.0%
Value ($000) $1 Shares 14 Est. Cost $94.86 Unrealized 0.0%
EVRG Evergy Inc 0.0%
Value ($000) $1 Shares 15 Est. Cost $50.85 Unrealized +7.9%
FLEETCOR Technologies Inc 0.0%
Value ($000) $1 Shares 6 Est. Cost $166.67 Unrealized
ROKU Roku Inc 0.0%
Value ($000) $1 Shares 4 Est. Cost $362.59 Unrealized -59.5%
AMD Advanced Micro Devices Inc 0.0%
Value ($000) $1 Shares 5 Est. Cost $119.38 Unrealized 0.0%
Rite Aid Corporation 0.0%
Value ($000) $1 Shares 150 Est. Cost $6.67 Unrealized
TNL Travel & Leisure Co 0.0%
Value ($000) $1 Shares 20 Est. Cost $47.81 Unrealized 0.0%
WY Weyerhaeuser Company 0.0%
Value ($000) $1 Shares 14 Est. Cost $20.75 Unrealized +64.4%
Tortoise Midstream Energy Fund Inc 0.0%
Value ($000) $1 Shares 20 Est. Cost $50.00 Unrealized
VFC V.F. Corporation 0.0%
Value ($000) $1 Shares 20 Est. Cost $62.01 Unrealized 0.0%
TXN Texas Instruments Inc 0.0%
Value ($000) $1 Shares 5 Est. Cost $170.14 Unrealized -7.6%
LUMN Lumen Technologies Inc 0.0%
Value ($000) $1 Shares 127 Est. Cost $10.77 Unrealized 0.0%
MGA Magna Internlational Inc 0.0%
Value ($000) $1 Shares 17 Est. Cost $70.50 Unrealized -8.5%
WAB Westinghouse Air Brake Technologies Corp. 0.0%
Value ($000) $1 Shares 8 Est. Cost $83.39 Unrealized +8.6%
MSI Motorola Solutions Inc 0.0%
Value ($000) $1 Shares 3 Est. Cost $220.08 Unrealized +0.8%
VYX NCR Corp 0.0%
Value ($000) $1 Shares 22 Est. Cost $21.07 Unrealized +16.6%
UAMY United States Antimony Corp. 0.0%
Value ($000) $0 Shares 34 Est. Cost $0.68 Unrealized -27.7%
CUBE CubeSmart 0.0%
Value ($000) $0 Shares 6 Est. Cost Unrealized
FISV Fiserv Inc 0.0%
Value ($000) $0 Shares 3 Est. Cost $103.40 Unrealized -2.1%
LHX L3Harris Technologies Inc 0.0%
Value ($000) $0 Shares 2 Est. Cost $180.33 Unrealized +19.0%
BIP Brookfield Infrastructure LP 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
Arconic Corporation 0.0%
Value ($000) $0 Shares 18 Est. Cost Unrealized
IR Ingersoll Rand Inc 0.0%
Value ($000) $0 Shares 6 Est. Cost $56.66 Unrealized -5.9%
GIGM GigaMedia Limited 0.0%
Value ($000) $0 Shares 40 Est. Cost $1.98 Unrealized 0.0%