ROBERTS GLORE & CO INC /IL/ Diversified Active

CIK: 0001017115 · Show all filings

Period: Q1 2022 (← Previous) (Next →)

Filing Date: May 2, 2022

Total Value ($000): $347,101 (100.0% shares, 0.0% debt)

Holdings (202)

BRK/B BERKSHIRE HATHAWAY INC DEL 7.0%
Value ($000) $24,242 Shares 68,691 Est. Cost $212.55 Unrealized +52.2%
AAPL APPLE INC 5.2%
Value ($000) $17,950 Shares 102,801 Est. Cost $87.74 Unrealized +87.9%
MSFT MICROSOFT CORP 4.5%
Value ($000) $15,780 Shares 51,183 Est. Cost $72.69 Unrealized +300.9%
JNJ JOHNSON & JOHNSON 3.5%
Value ($000) $12,090 Shares 68,218 Est. Cost $80.68 Unrealized +88.2%
GOOG ALPHABET INC 2.9%
Value ($000) $10,002 Shares 3,581 Est. Cost $46.40 Unrealized +190.8%
ABBV ABBVIE INC 2.8%
Value ($000) $9,646 Shares 59,502 Est. Cost $76.39 Unrealized +65.5%
VTI VANGUARD INDEX FDS 2.7%
Value ($000) $9,513 Shares 41,784 Est. Cost $142.09 Unrealized
ABT ABBOTT LABS 2.7%
Value ($000) $9,444 Shares 79,793 Est. Cost $82.61 Unrealized +39.7%
GOOGL ALPHABET INC 2.1%
Value ($000) $7,181 Shares 2,582 Est. Cost $45.28 Unrealized +197.7%
PEP PEPSICO INC 1.8%
Value ($000) $6,092 Shares 36,396 Est. Cost $75.52 Unrealized +96.5%
VPL VANGUARD INTL EQUITY INDEX F 1.6%
Value ($000) $5,712 Shares 77,143 Est. Cost $60.36 Unrealized
SYK STRYKER CORPORATION 1.6%
Value ($000) $5,509 Shares 20,607 Est. Cost $90.20 Unrealized +175.2%
WESTERN AST INFL LKD OPP & I 1.4%
Value ($000) $4,909 Shares 408,744 Est. Cost $11.23 Unrealized
CSCO CISCO SYS INC 1.4%
Value ($000) $4,851 Shares 87,006 Est. Cost $23.12 Unrealized +117.5%
BRK/A BERKSHIRE HATHAWAY INC DEL 1.4%
Value ($000) $4,760 Shares 9 Est. Cost $318723.75 Unrealized +52.3%
AMZN AMAZON COM INC 1.3%
Value ($000) $4,359 Shares 1,337 Est. Cost $68.68 Unrealized +125.0%
ITW ILLINOIS TOOL WKS INC 1.2%
Value ($000) $4,332 Shares 20,686 Est. Cost $100.68 Unrealized +102.3%
ATRION CORP 1.2%
Value ($000) $4,302 Shares 6,034 Est. Cost $432.88 Unrealized
SPY SPDR S&P 500 ETF TR 1.2%
Value ($000) $4,298 Shares 9,517 Est. Cost $281.42 Unrealized
INTC INTEL CORP 1.2%
Value ($000) $4,091 Shares 82,543 Est. Cost $27.68 Unrealized +66.8%
VTEB VANGUARD MUN BD FDS 1.1%
Value ($000) $3,820 Shares 74,100 Est. Cost $52.09 Unrealized
BND VANGUARD BD INDEX FDS 1.1%
Value ($000) $3,655 Shares 45,954 Est. Cost $84.62 Unrealized
NSC NORFOLK SOUTHN CORP 1.0%
Value ($000) $3,551 Shares 12,451 Est. Cost $92.84 Unrealized +172.4%
BAB INVESCO EXCH TRADED FD TR II 1.0%
Value ($000) $3,463 Shares 116,731 Est. Cost $30.54 Unrealized
EXPD EXPEDITORS INTL WASH INC 1.0%
Value ($000) $3,379 Shares 32,758 Est. Cost $44.91 Unrealized +134.0%
WESTERN ASST INFLTN LKD INM 0.9%
Value ($000) $3,269 Shares 279,420 Est. Cost $11.32 Unrealized
ARISTA NETWORKS INC 0.9%
Value ($000) $3,227 Shares 23,220 Est. Cost $150.22 Unrealized
TECH BIO-TECHNE CORP 0.9%
Value ($000) $3,102 Shares 7,163 Est. Cost $63.60 Unrealized +59.4%
CEF SPROTT PHYSICAL GOLD & SILVE 0.9%
Value ($000) $2,987 Shares 154,137 Est. Cost $13.85 Unrealized
PG PROCTER AND GAMBLE CO 0.8%
Value ($000) $2,871 Shares 18,792 Est. Cost $71.67 Unrealized +98.3%
SBUX STARBUCKS CORP 0.8%
Value ($000) $2,859 Shares 31,432 Est. Cost $58.75 Unrealized +46.3%
RTX RAYTHEON TECHNOLOGIES CORP 0.8%
Value ($000) $2,833 Shares 28,593 Est. Cost $53.88 Unrealized +61.0%
MTB M & T BK CORP 0.8%
Value ($000) $2,685 Shares 15,840 Est. Cost $92.16 Unrealized +68.7%
WMT WALMART INC 0.8%
Value ($000) $2,668 Shares 17,913 Est. Cost $27.51 Unrealized +62.1%
MGV VANGUARD WORLD FD 0.8%
Value ($000) $2,658 Shares 24,766 Est. Cost $61.07 Unrealized
VBR VANGUARD INDEX FDS 0.8%
Value ($000) $2,635 Shares 14,975 Est. Cost $144.95 Unrealized
UNP UNION PAC CORP 0.8%
Value ($000) $2,632 Shares 9,635 Est. Cost $113.63 Unrealized +102.9%
CNC CENTENE CORP DEL 0.7%
Value ($000) $2,580 Shares 30,642 Est. Cost $50.88 Unrealized +61.2%
XOM EXXON MOBIL CORP 0.7%
Value ($000) $2,513 Shares 30,422 Est. Cost $51.85 Unrealized +30.9%
DGX QUEST DIAGNOSTICS INC 0.7%
Value ($000) $2,442 Shares 17,842 Est. Cost $63.70 Unrealized +102.7%
CVS CVS HEALTH CORP 0.7%
Value ($000) $2,416 Shares 23,873 Est. Cost $53.20 Unrealized +72.9%
LINDE PLC 0.7%
Value ($000) $2,401 Shares 7,515 Est. Cost $169.42 Unrealized
AMGN AMGEN INC 0.7%
Value ($000) $2,376 Shares 9,824 Est. Cost $111.47 Unrealized +82.4%
VIG VANGUARD SPECIALIZED FUNDS 0.7%
Value ($000) $2,326 Shares 14,343 Est. Cost $96.74 Unrealized
CHRW C H ROBINSON WORLDWIDE INC 0.6%
Value ($000) $2,171 Shares 20,154 Est. Cost $52.91 Unrealized +74.6%
DIS DISNEY WALT CO 0.6%
Value ($000) $2,169 Shares 15,813 Est. Cost $116.62 Unrealized +21.1%
GILD GILEAD SCIENCES INC 0.6%
Value ($000) $2,107 Shares 35,435 Est. Cost $42.76 Unrealized +29.0%
BDX BECTON DICKINSON & CO 0.6%
Value ($000) $2,077 Shares 7,809 Est. Cost $127.56 Unrealized +89.0%
KO COCA COLA CO 0.6%
Value ($000) $1,937 Shares 31,242 Est. Cost $32.97 Unrealized +64.0%
CME CME GROUP INC 0.5%
Value ($000) $1,830 Shares 7,692 Est. Cost $89.32 Unrealized +124.7%
ETR ENTERGY CORP NEW 0.5%
Value ($000) $1,700 Shares 14,558 Est. Cost $28.41 Unrealized +67.2%
MOAT VANECK ETF TRUST 0.5%
Value ($000) $1,686 Shares 22,566 Est. Cost $57.92 Unrealized
ORCL ORACLE CORP 0.5%
Value ($000) $1,641 Shares 19,833 Est. Cost $35.95 Unrealized +114.1%
INTU INTUIT 0.5%
Value ($000) $1,618 Shares 3,364 Est. Cost $108.30 Unrealized +361.2%
VRTX VERTEX PHARMACEUTICALS INC 0.5%
Value ($000) $1,577 Shares 6,041 Est. Cost $195.19 Unrealized +21.6%
LMT LOCKHEED MARTIN CORP 0.5%
Value ($000) $1,570 Shares 3,557 Est. Cost $179.34 Unrealized +103.6%
NVDA NVIDIA CORPORATION 0.4%
Value ($000) $1,557 Shares 5,708 Est. Cost $17.22 Unrealized +45.3%
VWO VANGUARD INTL EQUITY INDEX F 0.4%
Value ($000) $1,533 Shares 33,235 Est. Cost $42.56 Unrealized
LHX L3HARRIS TECHNOLOGIES INC 0.4%
Value ($000) $1,508 Shares 6,069 Est. Cost $180.14 Unrealized +19.2%
NVS NOVARTIS AG 0.4%
Value ($000) $1,454 Shares 16,570 Est. Cost $79.97 Unrealized
GIS GENERAL MLS INC 0.4%
Value ($000) $1,412 Shares 20,851 Est. Cost $40.45 Unrealized +45.3%
BKNG BOOKING HOLDINGS INC 0.4%
Value ($000) $1,353 Shares 576 Est. Cost $1910.61 Unrealized +20.3%
CVX CHEVRON CORP NEW 0.4%
Value ($000) $1,341 Shares 8,234 Est. Cost $75.99 Unrealized +61.5%
FDX FEDEX CORP 0.4%
Value ($000) $1,333 Shares 5,760 Est. Cost $131.51 Unrealized +64.3%
VTV VANGUARD INDEX FDS 0.4%
Value ($000) $1,287 Shares 8,712 Est. Cost $106.69 Unrealized
NOC NORTHROP GRUMMAN CORP 0.4%
Value ($000) $1,228 Shares 2,746 Est. Cost $73.32 Unrealized +428.7%
VEU VANGUARD INTL EQUITY INDEX F 0.4%
Value ($000) $1,226 Shares 21,293 Est. Cost $53.09 Unrealized
GD GENERAL DYNAMICS CORP 0.4%
Value ($000) $1,219 Shares 5,053 Est. Cost $91.81 Unrealized +123.1%
CENTRAL SECS CORP 0.3%
Value ($000) $1,190 Shares 28,740 Est. Cost $31.88 Unrealized
VMBS VANGUARD SCOTTSDALE FDS 0.3%
Value ($000) $1,134 Shares 22,625 Est. Cost $52.71 Unrealized
PYPL PAYPAL HLDGS INC 0.3%
Value ($000) $1,134 Shares 9,804 Est. Cost $67.75 Unrealized +96.0%
BABA ALIBABA GROUP HLDG LTD 0.3%
Value ($000) $1,128 Shares 10,368 Est. Cost $135.12 Unrealized
BIIB BIOGEN INC 0.3%
Value ($000) $1,126 Shares 5,348 Est. Cost $260.54 Unrealized -16.5%
CNI CANADIAN NATL RY CO 0.3%
Value ($000) $1,114 Shares 8,308 Est. Cost $45.24 Unrealized +155.8%
MDT MEDTRONIC PLC 0.3%
Value ($000) $1,079 Shares 9,729 Est. Cost $68.81 Unrealized +36.1%
VXUS VANGUARD STAR FDS 0.3%
Value ($000) $1,079 Shares 18,058 Est. Cost $57.95 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.3%
Value ($000) $1,073 Shares 4,717 Est. Cost $54.81 Unrealized +259.3%
ZBH ZIMMER BIOMET HOLDINGS INC 0.3%
Value ($000) $1,065 Shares 8,323 Est. Cost $93.70 Unrealized +24.3%
OGN ORGANON & CO 0.3%
Value ($000) $1,017 Shares 29,118 Est. Cost $26.99 Unrealized +5.8%
V VISA INC 0.3%
Value ($000) $996 Shares 4,489 Est. Cost $208.84 Unrealized +0.6%
ADAMS DIVERSIFIED EQUITY FD 0.3%
Value ($000) $985 Shares 53,439 Est. Cost $16.85 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.3%
Value ($000) $983 Shares 21,425 Est. Cost $26.37 Unrealized +69.1%
PHO INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $976 Shares 18,400 Est. Cost $39.66 Unrealized
SUB ISHARES TR 0.3%
Value ($000) $962 Shares 9,200 Est. Cost $104.57 Unrealized
HD HOME DEPOT INC 0.3%
Value ($000) $953 Shares 3,185 Est. Cost $98.36 Unrealized +219.2%
EXPE EXPEDIA GROUP INC 0.3%
Value ($000) $949 Shares 4,848 Est. Cost $114.34 Unrealized +62.3%
NTRS NORTHERN TR CORP 0.3%
Value ($000) $948 Shares 8,140 Est. Cost $53.14 Unrealized +96.7%
IYM ISHARES TR 0.3%
Value ($000) $946 Shares 6,328 Est. Cost $82.10 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.3%
Value ($000) $905 Shares 20,216 Est. Cost $67.05 Unrealized
STT STATE STR CORP 0.3%
Value ($000) $901 Shares 10,347 Est. Cost $47.52 Unrealized +70.5%
ILMN ILLUMINA INC 0.3%
Value ($000) $901 Shares 2,578 Est. Cost $300.73 Unrealized +12.3%
VCSH VANGUARD SCOTTSDALE FDS 0.3%
Value ($000) $874 Shares 11,189 Est. Cost $80.46 Unrealized
FAST FASTENAL CO 0.3%
Value ($000) $872 Shares 14,683 Est. Cost $14.49 Unrealized +75.3%
INCY INCYTE CORP 0.2%
Value ($000) $840 Shares 10,575 Est. Cost $79.01 Unrealized -7.9%
META META PLATFORMS INC 0.2%
Value ($000) $828 Shares 3,723 Est. Cost $178.41 Unrealized +39.1%
WAB WABTEC 0.2%
Value ($000) $794 Shares 8,259 Est. Cost $69.62 Unrealized +30.1%
DE DEERE & CO 0.2%
Value ($000) $772 Shares 1,858 Est. Cost $111.04 Unrealized +226.9%
IEFA ISHARES TR 0.2%
Value ($000) $744 Shares 10,706 Est. Cost $64.96 Unrealized
SO SOUTHERN CO 0.2%
Value ($000) $739 Shares 10,189 Est. Cost $39.27 Unrealized +49.5%
BLACKROCK MUNIYIELD QUALITY 0.2%
Value ($000) $719 Shares 57,262 Est. Cost $12.69 Unrealized
LOW LOWES COS INC 0.2%
Value ($000) $715 Shares 3,534 Est. Cost $43.45 Unrealized +391.1%
AI C3 AI INC 0.2%
Value ($000) $710 Shares 31,276 Est. Cost $46.64 Unrealized -48.4%
EBAY EBAY INC. 0.2%
Value ($000) $704 Shares 12,289 Est. Cost $24.33 Unrealized +122.1%
COR AMERISOURCEBERGEN CORP 0.2%
Value ($000) $686 Shares 4,431 Est. Cost $69.42 Unrealized +96.2%
TGT TARGET CORP 0.2%
Value ($000) $685 Shares 3,227 Est. Cost $65.18 Unrealized +193.5%
T AT&T INC 0.2%
Value ($000) $673 Shares 28,482 Est. Cost $16.06 Unrealized -7.2%
VOO VANGUARD INDEX FDS 0.2%
Value ($000) $662 Shares 1,595 Est. Cost $298.09 Unrealized
BLACKROCK INC 0.2%
Value ($000) $649 Shares 849 Est. Cost $476.23 Unrealized
MELI MERCADOLIBRE INC 0.2%
Value ($000) $621 Shares 522 Est. Cost $1088.25 Unrealized 0.0%
MDY SPDR S&P MIDCAP 400 ETF TR 0.2%
Value ($000) $621 Shares 1,266 Est. Cost $440.69 Unrealized
PFE PFIZER INC 0.2%
Value ($000) $621 Shares 12,002 Est. Cost $19.74 Unrealized +115.2%
UPS UNITED PARCEL SERVICE INC 0.2%
Value ($000) $614 Shares 2,865 Est. Cost $89.91 Unrealized +97.1%
CMCSA COMCAST CORP NEW 0.2%
Value ($000) $604 Shares 12,905 Est. Cost $35.04 Unrealized +22.3%
FFIV F5 INC 0.2%
Value ($000) $602 Shares 2,882 Est. Cost $133.26 Unrealized +57.5%
DFJ WISDOMTREE TR 0.2%
Value ($000) $596 Shares 9,037 Est. Cost $54.59 Unrealized
ACTIVISION BLIZZARD INC 0.2%
Value ($000) $596 Shares 7,434 Est. Cost $67.27 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.2%
Value ($000) $588 Shares 11,542 Est. Cost $36.57 Unrealized +13.5%
DISCOVERY INC 0.2%
Value ($000) $580 Shares 23,260 Est. Cost $27.66 Unrealized
CI CIGNA CORP NEW 0.2%
Value ($000) $576 Shares 2,404 Est. Cost $162.79 Unrealized +34.1%
SPLUNK INC 0.2%
Value ($000) $576 Shares 3,877 Est. Cost $116.42 Unrealized
AAP ADVANCE AUTO PARTS INC 0.2%
Value ($000) $574 Shares 2,772 Est. Cost $124.59 Unrealized +59.5%
VMWARE INC 0.2%
Value ($000) $563 Shares 4,946 Est. Cost $132.67 Unrealized
FDS FACTSET RESH SYS INC 0.2%
Value ($000) $544 Shares 1,253 Est. Cost $125.07 Unrealized +224.9%
CRM SALESFORCE COM INC 0.2%
Value ($000) $543 Shares 2,557 Est. Cost $204.61 Unrealized +3.9%
FISV FISERV INC 0.2%
Value ($000) $533 Shares 5,261 Est. Cost $46.97 Unrealized +115.5%
AMCX AMC NETWORKS INC 0.1%
Value ($000) $507 Shares 12,483 Est. Cost $33.99 Unrealized +18.9%
DOCU DOCUSIGN INC 0.1%
Value ($000) $500 Shares 4,670 Est. Cost $114.77 Unrealized 0.0%
ROYCE MICRO-CAP TR INC 0.1%
Value ($000) $500 Shares 47,510 Est. Cost $8.93 Unrealized
SJM SMUCKER J M CO 0.1%
Value ($000) $494 Shares 3,645 Est. Cost $79.75 Unrealized +49.9%
TROW PRICE T ROWE GROUP INC 0.1%
Value ($000) $493 Shares 3,258 Est. Cost $69.38 Unrealized +86.0%
GWW GRAINGER W W INC 0.1%
Value ($000) $489 Shares 948 Est. Cost $294.38 Unrealized +60.8%
JPM JPMORGAN CHASE & CO 0.1%
Value ($000) $489 Shares 3,586 Est. Cost $96.03 Unrealized +39.2%
BAX BAXTER INTL INC 0.1%
Value ($000) $488 Shares 6,298 Est. Cost $53.74 Unrealized +42.2%
STERICYCLE INC 0.1%
Value ($000) $474 Shares 8,040 Est. Cost $64.03 Unrealized
PCTY PAYLOCITY HLDG CORP 0.1%
Value ($000) $458 Shares 2,225 Est. Cost $70.51 Unrealized +187.1%
PAYX PAYCHEX INC 0.1%
Value ($000) $434 Shares 3,180 Est. Cost $37.01 Unrealized +196.5%
CHD CHURCH & DWIGHT CO INC 0.1%
Value ($000) $423 Shares 4,255 Est. Cost $34.88 Unrealized +172.8%
VWOB VANGUARD WHITEHALL FDS 0.1%
Value ($000) $418 Shares 5,985 Est. Cost $77.74 Unrealized
MRK MERCK & CO INC 0.1%
Value ($000) $417 Shares 5,082 Est. Cost $53.00 Unrealized +31.8%
TSLA TESLA INC 0.1%
Value ($000) $416 Shares 386 Est. Cost $118.07 Unrealized +163.8%
PSX PHILLIPS 66 0.1%
Value ($000) $411 Shares 4,752 Est. Cost $54.68 Unrealized +33.2%
NSTS NSTS BANCORP INC 0.1%
Value ($000) $411 Shares 34,000 Est. Cost $12.32 Unrealized 0.0%
AZN ASTRAZENECA PLC 0.1%
Value ($000) $404 Shares 6,091 Est. Cost $60.05 Unrealized
CHKP CHECK POINT SOFTWARE TECH LT 0.1%
Value ($000) $395 Shares 2,856 Est. Cost $109.51 Unrealized +19.2%
COP CONOCOPHILLIPS 0.1%
Value ($000) $390 Shares 3,903 Est. Cost $42.67 Unrealized +86.7%
UNILEVER PLC 0.1%
Value ($000) $385 Shares 8,451 Est. Cost $60.26 Unrealized
BP BP PLC 0.1%
Value ($000) $373 Shares 12,702 Est. Cost $40.72 Unrealized
MEDP MEDPACE HLDGS INC 0.1%
Value ($000) $371 Shares 2,270 Est. Cost $164.88 Unrealized 0.0%
LKQ LKQ CORP 0.1%
Value ($000) $363 Shares 7,988 Est. Cost $23.62 Unrealized +95.6%
NTR NUTRIEN LTD 0.1%
Value ($000) $363 Shares 3,486 Est. Cost $38.60 Unrealized +90.2%
QCOM QUALCOMM INC 0.1%
Value ($000) $351 Shares 2,294 Est. Cost $96.85 Unrealized +58.6%
DCI DONALDSON INC 0.1%
Value ($000) $349 Shares 6,720 Est. Cost $45.59 Unrealized +12.1%
MKC MCCORMICK & CO INC 0.1%
Value ($000) $348 Shares 3,486 Est. Cost $78.04 Unrealized +14.8%
CB CHUBB LIMITED 0.1%
Value ($000) $337 Shares 1,576 Est. Cost $130.07 Unrealized +48.3%
CMP COMPASS MINERALS INTL INC 0.1%
Value ($000) $331 Shares 5,270 Est. Cost $44.47 Unrealized +22.8%
GE GENERAL ELECTRIC CO 0.1%
Value ($000) $330 Shares 3,607 Est. Cost $62.87 Unrealized -6.9%
TIP ISHARES TR 0.1%
Value ($000) $327 Shares 2,625 Est. Cost $114.40 Unrealized
DISCOVER FINL SVCS 0.1%
Value ($000) $324 Shares 2,943 Est. Cost $57.54 Unrealized
BHP BHP GROUP LTD 0.1%
Value ($000) $321 Shares 4,150 Est. Cost $77.35 Unrealized
NEM NEWMONT CORP 0.1%
Value ($000) $317 Shares 3,996 Est. Cost $32.71 Unrealized +83.5%
SF STIFEL FINL CORP 0.1%
Value ($000) $304 Shares 4,474 Est. Cost $67.09 Unrealized -0.5%
APH AMPHENOL CORP NEW 0.1%
Value ($000) $300 Shares 3,984 Est. Cost $26.08 Unrealized +43.1%
IWF ISHARES TR 0.1%
Value ($000) $299 Shares 1,076 Est. Cost $191.45 Unrealized
QQQ INVESCO QQQ TR 0.1%
Value ($000) $298 Shares 821 Est. Cost $367.45 Unrealized
VNQ VANGUARD INDEX FDS 0.1%
Value ($000) $295 Shares 2,725 Est. Cost $87.29 Unrealized
CERNER CORP 0.1%
Value ($000) $285 Shares 3,049 Est. Cost $62.59 Unrealized
ELV ANTHEM INC 0.1%
Value ($000) $281 Shares 573 Est. Cost $286.17 Unrealized +51.2%
AB ALLIANCEBERNSTEIN HLDG L P 0.1%
Value ($000) $275 Shares 5,850 Est. Cost $27.22 Unrealized
USCI UNITED STS COMMODITY INDEX F 0.1%
Value ($000) $275 Shares 4,985 Est. Cost $39.57 Unrealized
SLYV SPDR SER TR 0.1%
Value ($000) $273 Shares 3,280 Est. Cost $84.78 Unrealized
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $272 Shares 823 Est. Cost $197.01 Unrealized +62.3%
D DOMINION ENERGY INC 0.1%
Value ($000) $268 Shares 3,153 Est. Cost $62.43 Unrealized +7.2%
SAMG SILVERCREST ASSET MGMT GROUP 0.1%
Value ($000) $259 Shares 12,649 Est. Cost $12.35 Unrealized +44.5%
ADAM NAT RES FD INC 0.1%
Value ($000) $258 Shares 12,305 Est. Cost $11.85 Unrealized
VYM VANGUARD WHITEHALL FDS 0.1%
Value ($000) $252 Shares 2,243 Est. Cost $91.40 Unrealized
WESTERN ASSET MTG DEFINED OP 0.1%
Value ($000) $248 Shares 18,518 Est. Cost $14.57 Unrealized
PCH POTLATCHDELTIC CORPORATION 0.1%
Value ($000) $245 Shares 4,645 Est. Cost $37.89 Unrealized
IEMG ISHARES INC 0.1%
Value ($000) $243 Shares 4,374 Est. Cost $64.77 Unrealized
TEMPLETON EMERGING MKTS FD 0.1%
Value ($000) $240 Shares 17,450 Est. Cost $15.67 Unrealized
CSX CSX CORP 0.1%
Value ($000) $238 Shares 6,342 Est. Cost $33.29 Unrealized +0.6%
APD AIR PRODS & CHEMS INC 0.1%
Value ($000) $236 Shares 946 Est. Cost $231.91 Unrealized 0.0%
IWD ISHARES TR 0.1%
Value ($000) $235 Shares 1,417 Est. Cost $151.73 Unrealized
SCHD SCHWAB STRATEGIC TR 0.1%
Value ($000) $232 Shares 2,945 Est. Cost $73.01 Unrealized
NFLX NETFLIX INC 0.1%
Value ($000) $231 Shares 617 Est. Cost $42.59 Unrealized -2.2%
DEO DIAGEO PLC 0.1%
Value ($000) $230 Shares 1,130 Est. Cost $163.86 Unrealized
MMM 3M CO 0.1%
Value ($000) $230 Shares 1,546 Est. Cost $115.71 Unrealized -1.0%
TRP TC ENERGY CORP 0.1%
Value ($000) $229 Shares 4,067 Est. Cost $43.00 Unrealized 0.0%
NVO NOVO-NORDISK A S 0.1%
Value ($000) $222 Shares 2,002 Est. Cost $83.87 Unrealized
BAC BK OF AMERICA CORP 0.1%
Value ($000) $222 Shares 5,387 Est. Cost $36.09 Unrealized +13.1%
MCD MCDONALDS CORP 0.1%
Value ($000) $222 Shares 898 Est. Cost $215.84 Unrealized +5.5%
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $218 Shares 609 Est. Cost $338.14 Unrealized +4.0%
OZK BANK OZK 0.1%
Value ($000) $216 Shares 5,055 Est. Cost $33.09 Unrealized +21.6%
CBOE CBOE GLOBAL MKTS INC 0.1%
Value ($000) $213 Shares 1,858 Est. Cost $103.46 Unrealized +9.2%
JAPAN SMALLER CAPITALIZATION 0.1%
Value ($000) $213 Shares 29,718 Est. Cost $8.84 Unrealized
JACOBS ENGR GROUP INC 0.1%
Value ($000) $212 Shares 1,540 Est. Cost $108.76 Unrealized
USB US BANCORP DEL 0.1%
Value ($000) $211 Shares 3,976 Est. Cost $33.86 Unrealized +41.3%
CAT CATERPILLAR INC 0.1%
Value ($000) $204 Shares 914 Est. Cost $195.46 Unrealized 0.0%
RYN RAYONIER INC 0.1%
Value ($000) $203 Shares 4,947 Est. Cost $40.27 Unrealized
VOD VODAFONE GROUP PLC NEW 0.0%
Value ($000) $168 Shares 10,108 Est. Cost $16.62 Unrealized
EVLV EVOLV TECHNOLOGIES HLDNGS IN 0.0%
Value ($000) $130 Shares 49,050 Est. Cost $7.51 Unrealized -56.5%
ABEV AMBEV SA 0.0%
Value ($000) $100 Shares 30,880 Est. Cost $2.51 Unrealized
CYBIN INC 0.0%
Value ($000) $8 Shares 10,000 Est. Cost $1.20 Unrealized