ROBERTS GLORE & CO INC /IL/ Diversified Active

CIK: 0001017115 · Show all filings

Period: Q3 2022 (← Previous) (Next →)

Filing Date: Nov 7, 2022

Total Value ($000): $279,769 (100.0% shares, 0.0% debt)

Holdings (184)

BRK/B BERKSHIRE HATHAWAY INC DEL 6.5%
Value ($000) $18,046 Shares 67,584 Est. Cost $212.55 Unrealized +33.9%
AAPL APPLE INC 4.9%
Value ($000) $13,663 Shares 98,863 Est. Cost $87.74 Unrealized +75.8%
VTEB VANGUARD MUN BD FDS 4.9%
Value ($000) $13,627 Shares 283,074 Est. Cost $50.14 Unrealized
MSFT MICROSOFT CORP 4.4%
Value ($000) $12,197 Shares 52,372 Est. Cost $76.68 Unrealized +235.0%
JNJ JOHNSON & JOHNSON 3.9%
Value ($000) $10,786 Shares 66,029 Est. Cost $80.68 Unrealized +89.5%
ABT ABBOTT LABS 2.6%
Value ($000) $7,299 Shares 75,435 Est. Cost $82.61 Unrealized +21.1%
ABBV ABBVIE INC 2.6%
Value ($000) $7,202 Shares 53,659 Est. Cost $76.39 Unrealized +66.4%
VTI VANGUARD INDEX FDS 2.6%
Value ($000) $7,160 Shares 39,894 Est. Cost $142.09 Unrealized
GOOG ALPHABET INC 2.5%
Value ($000) $6,863 Shares 71,380 Est. Cost $107.61 Unrealized +3.0%
PEP PEPSICO INC 2.0%
Value ($000) $5,460 Shares 33,443 Est. Cost $75.52 Unrealized +104.5%
GOOGL ALPHABET INC 1.8%
Value ($000) $5,043 Shares 52,720 Est. Cost $106.89 Unrealized +3.0%
SYK STRYKER CORPORATION 1.5%
Value ($000) $4,121 Shares 20,347 Est. Cost $90.20 Unrealized +125.1%
WESTERN AST INFL LKD OPP & I 1.4%
Value ($000) $3,904 Shares 430,463 Est. Cost $11.16 Unrealized
VPL VANGUARD INTL EQUITY INDEX F 1.4%
Value ($000) $3,822 Shares 66,535 Est. Cost $60.36 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 1.3%
Value ($000) $3,658 Shares 9 Est. Cost $318723.75 Unrealized +34.3%
ITW ILLINOIS TOOL WKS INC 1.3%
Value ($000) $3,582 Shares 19,831 Est. Cost $100.68 Unrealized +80.4%
CSCO CISCO SYS INC 1.2%
Value ($000) $3,447 Shares 86,163 Est. Cost $23.12 Unrealized +73.2%
ATRION CORP 1.2%
Value ($000) $3,423 Shares 6,058 Est. Cost $432.88 Unrealized
SPY SPDR S&P 500 ETF TR 1.2%
Value ($000) $3,225 Shares 9,029 Est. Cost $281.42 Unrealized
AMZN AMAZON COM INC 1.1%
Value ($000) $3,112 Shares 27,542 Est. Cost $122.39 Unrealized +3.3%
EXPD EXPEDITORS INTL WASH INC 1.0%
Value ($000) $2,886 Shares 32,683 Est. Cost $44.91 Unrealized +113.7%
VCSH VANGUARD SCOTTSDALE FDS 1.0%
Value ($000) $2,744 Shares 36,936 Est. Cost $77.30 Unrealized
NSC NORFOLK SOUTHN CORP 0.9%
Value ($000) $2,647 Shares 12,626 Est. Cost $95.15 Unrealized +134.2%
SBUX STARBUCKS CORP 0.9%
Value ($000) $2,626 Shares 31,162 Est. Cost $58.75 Unrealized +33.4%
MTB M & T BK CORP 0.9%
Value ($000) $2,618 Shares 14,846 Est. Cost $92.16 Unrealized +71.5%
ARISTA NETWORKS INC 0.9%
Value ($000) $2,468 Shares 21,860 Est. Cost $150.22 Unrealized
BAB INVESCO EXCH TRADED FD TR II 0.9%
Value ($000) $2,410 Shares 93,959 Est. Cost $30.54 Unrealized
CEF SPROTT PHYSICAL GOLD & SILVE 0.9%
Value ($000) $2,390 Shares 153,487 Est. Cost $13.85 Unrealized
XOM EXXON MOBIL CORP 0.8%
Value ($000) $2,320 Shares 26,571 Est. Cost $51.85 Unrealized +56.9%
RTX RAYTHEON TECHNOLOGIES CORP 0.8%
Value ($000) $2,281 Shares 27,869 Est. Cost $53.88 Unrealized +55.6%
WMT WALMART INC 0.8%
Value ($000) $2,271 Shares 17,506 Est. Cost $27.51 Unrealized +52.6%
WESTERN ASST INFLTN LKD INM 0.8%
Value ($000) $2,268 Shares 253,376 Est. Cost $11.32 Unrealized
CVS CVS HEALTH CORP 0.8%
Value ($000) $2,207 Shares 23,138 Est. Cost $53.20 Unrealized +64.7%
AMGN AMGEN INC 0.8%
Value ($000) $2,176 Shares 9,653 Est. Cost $111.47 Unrealized +95.5%
DGX QUEST DIAGNOSTICS INC 0.8%
Value ($000) $2,168 Shares 17,667 Est. Cost $63.70 Unrealized +93.6%
CNC CENTENE CORP DEL 0.8%
Value ($000) $2,161 Shares 27,779 Est. Cost $50.88 Unrealized +75.7%
INTC INTEL CORP 0.8%
Value ($000) $2,160 Shares 83,828 Est. Cost $27.74 Unrealized +16.5%
PG PROCTER AND GAMBLE CO 0.8%
Value ($000) $2,158 Shares 17,093 Est. Cost $71.67 Unrealized +82.2%
TECH BIO-TECHNE CORP 0.7%
Value ($000) $2,002 Shares 7,048 Est. Cost $63.60 Unrealized +33.7%
MGV VANGUARD WORLD FD 0.7%
Value ($000) $1,972 Shares 21,932 Est. Cost $61.07 Unrealized
LINDE PLC 0.7%
Value ($000) $1,939 Shares 7,194 Est. Cost $169.42 Unrealized
UNP UNION PAC CORP 0.7%
Value ($000) $1,828 Shares 9,385 Est. Cost $113.63 Unrealized +79.7%
GILD GILEAD SCIENCES INC 0.7%
Value ($000) $1,827 Shares 29,611 Est. Cost $42.76 Unrealized +30.4%
VBR VANGUARD INDEX FDS 0.6%
Value ($000) $1,813 Shares 12,641 Est. Cost $144.95 Unrealized
BDX BECTON DICKINSON & CO 0.6%
Value ($000) $1,803 Shares 8,093 Est. Cost $131.38 Unrealized +78.5%
CHRW C H ROBINSON WORLDWIDE INC 0.6%
Value ($000) $1,772 Shares 18,395 Est. Cost $52.91 Unrealized +86.6%
KO COCA COLA CO 0.6%
Value ($000) $1,701 Shares 30,357 Est. Cost $32.97 Unrealized +70.0%
BND VANGUARD BD INDEX FDS 0.6%
Value ($000) $1,683 Shares 23,596 Est. Cost $84.62 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.6%
Value ($000) $1,630 Shares 12,058 Est. Cost $97.31 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.6%
Value ($000) $1,606 Shares 5,546 Est. Cost $195.19 Unrealized +47.4%
MOAT VANECK ETF TRUST 0.5%
Value ($000) $1,538 Shares 25,634 Est. Cost $58.27 Unrealized
BIIB BIOGEN INC 0.5%
Value ($000) $1,502 Shares 5,626 Est. Cost $253.13 Unrealized -16.1%
DIS DISNEY WALT CO 0.5%
Value ($000) $1,451 Shares 15,381 Est. Cost $116.62 Unrealized -10.3%
ETR ENTERGY CORP NEW 0.5%
Value ($000) $1,414 Shares 14,048 Est. Cost $28.41 Unrealized +78.3%
CME CME GROUP INC 0.5%
Value ($000) $1,368 Shares 7,724 Est. Cost $89.32 Unrealized +90.9%
LMT LOCKHEED MARTIN CORP 0.5%
Value ($000) $1,362 Shares 3,526 Est. Cost $179.34 Unrealized +112.3%
INTU INTUIT 0.5%
Value ($000) $1,289 Shares 3,329 Est. Cost $108.30 Unrealized +290.3%
NOC NORTHROP GRUMMAN CORP 0.5%
Value ($000) $1,277 Shares 2,715 Est. Cost $73.32 Unrealized +514.7%
NVS NOVARTIS AG 0.5%
Value ($000) $1,268 Shares 16,682 Est. Cost $79.97 Unrealized
LHX L3HARRIS TECHNOLOGIES INC 0.5%
Value ($000) $1,264 Shares 6,081 Est. Cost $180.14 Unrealized +19.1%
ORCL ORACLE CORP 0.4%
Value ($000) $1,215 Shares 19,888 Est. Cost $35.95 Unrealized +95.2%
GIS GENERAL MLS INC 0.4%
Value ($000) $1,212 Shares 15,817 Est. Cost $40.45 Unrealized +67.6%
VTV VANGUARD INDEX FDS 0.4%
Value ($000) $1,070 Shares 8,662 Est. Cost $106.69 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.4%
Value ($000) $1,051 Shares 28,808 Est. Cost $42.56 Unrealized
GD GENERAL DYNAMICS CORP 0.4%
Value ($000) $1,043 Shares 4,918 Est. Cost $91.81 Unrealized +129.7%
PYPL PAYPAL HLDGS INC 0.4%
Value ($000) $1,030 Shares 11,963 Est. Cost $71.19 Unrealized +24.3%
ADP AUTOMATIC DATA PROCESSING IN 0.4%
Value ($000) $1,023 Shares 4,521 Est. Cost $54.81 Unrealized +299.7%
CENTRAL SECS CORP 0.4%
Value ($000) $996 Shares 29,511 Est. Cost $31.92 Unrealized
MEDP MEDPACE HLDGS INC 0.4%
Value ($000) $995 Shares 6,333 Est. Cost $151.93 Unrealized +5.0%
VTIP VANGUARD MALVERN FDS 0.3%
Value ($000) $979 Shares 20,350 Est. Cost $48.89 Unrealized
SUB ISHARES TR 0.3%
Value ($000) $975 Shares 9,500 Est. Cost $104.57 Unrealized
MELI MERCADOLIBRE INC 0.3%
Value ($000) $954 Shares 1,152 Est. Cost $965.38 Unrealized -11.0%
BKNG BOOKING HOLDINGS INC 0.3%
Value ($000) $950 Shares 578 Est. Cost $1909.96 Unrealized -3.2%
VOO VANGUARD INDEX FDS 0.3%
Value ($000) $949 Shares 2,892 Est. Cost $319.34 Unrealized
ZBH ZIMMER BIOMET HOLDINGS INC 0.3%
Value ($000) $919 Shares 8,793 Est. Cost $94.83 Unrealized +12.3%
CNI CANADIAN NATL RY CO 0.3%
Value ($000) $897 Shares 8,308 Est. Cost $45.24 Unrealized +146.1%
V VISA INC 0.3%
Value ($000) $873 Shares 4,916 Est. Cost $208.11 Unrealized -4.7%
ADAMS DIVERSIFIED EQUITY FD 0.3%
Value ($000) $855 Shares 58,706 Est. Cost $16.67 Unrealized
PHO INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $842 Shares 18,400 Est. Cost $39.66 Unrealized
HD HOME DEPOT INC 0.3%
Value ($000) $831 Shares 3,010 Est. Cost $98.36 Unrealized +175.2%
FDX FEDEX CORP 0.3%
Value ($000) $829 Shares 5,584 Est. Cost $131.51 Unrealized +48.9%
META META PLATFORMS INC 0.3%
Value ($000) $815 Shares 6,010 Est. Cost $176.36 Unrealized -8.7%
VEU VANGUARD INTL EQUITY INDEX F 0.3%
Value ($000) $803 Shares 18,093 Est. Cost $53.09 Unrealized
CVX CHEVRON CORP NEW 0.3%
Value ($000) $782 Shares 5,441 Est. Cost $75.99 Unrealized +74.8%
MDT MEDTRONIC PLC 0.3%
Value ($000) $765 Shares 9,474 Est. Cost $68.81 Unrealized +17.4%
VXUS VANGUARD STAR FDS 0.3%
Value ($000) $756 Shares 16,516 Est. Cost $57.95 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.3%
Value ($000) $748 Shares 21,040 Est. Cost $26.37 Unrealized +42.6%
NVDA NVIDIA CORPORATION 0.3%
Value ($000) $740 Shares 6,095 Est. Cost $17.33 Unrealized -8.9%
OGN ORGANON & CO 0.3%
Value ($000) $715 Shares 30,568 Est. Cost $26.89 Unrealized -4.6%
INCY INCYTE CORP 0.3%
Value ($000) $705 Shares 10,575 Est. Cost $79.01 Unrealized -6.5%
IYM ISHARES TR 0.2%
Value ($000) $684 Shares 6,328 Est. Cost $82.10 Unrealized
NTRS NORTHERN TR CORP 0.2%
Value ($000) $676 Shares 7,897 Est. Cost $53.14 Unrealized +62.3%
CI CIGNA CORP NEW 0.2%
Value ($000) $663 Shares 2,391 Est. Cost $162.79 Unrealized +62.6%
SO SOUTHERN CO 0.2%
Value ($000) $660 Shares 9,704 Est. Cost $39.27 Unrealized +70.5%
LOW LOWES COS INC 0.2%
Value ($000) $645 Shares 3,434 Est. Cost $43.45 Unrealized +319.8%
SPLUNK INC 0.2%
Value ($000) $633 Shares 8,417 Est. Cost $98.01 Unrealized
STT STATE STR CORP 0.2%
Value ($000) $625 Shares 10,280 Est. Cost $47.52 Unrealized +27.8%
FAST FASTENAL CO 0.2%
Value ($000) $625 Shares 13,565 Est. Cost $14.49 Unrealized +60.0%
WALGREENS BOOTS ALLIANCE INC 0.2%
Value ($000) $618 Shares 19,661 Est. Cost $66.63 Unrealized
VMWARE INC 0.2%
Value ($000) $617 Shares 5,792 Est. Cost $130.04 Unrealized
WBD WARNER BROS DISCOVERY INC 0.2%
Value ($000) $607 Shares 52,796 Est. Cost $17.79 Unrealized -23.6%
BABA ALIBABA GROUP HLDG LTD 0.2%
Value ($000) $601 Shares 7,518 Est. Cost $135.12 Unrealized
COR AMERISOURCEBERGEN CORP 0.2%
Value ($000) $584 Shares 4,316 Est. Cost $69.42 Unrealized +100.3%
ACTIVISION BLIZZARD INC 0.2%
Value ($000) $561 Shares 7,544 Est. Cost $67.45 Unrealized
PCTY PAYLOCITY HLDG CORP 0.2%
Value ($000) $531 Shares 2,200 Est. Cost $70.51 Unrealized +225.8%
BLACKROCK MUNIYIELD QUALITY 0.2%
Value ($000) $521 Shares 49,962 Est. Cost $12.69 Unrealized
PFE PFIZER INC 0.2%
Value ($000) $516 Shares 11,802 Est. Cost $19.74 Unrealized +104.7%
TGT TARGET CORP 0.2%
Value ($000) $507 Shares 3,420 Est. Cost $74.74 Unrealized +91.2%
MDY SPDR S&P MIDCAP 400 ETF TR 0.2%
Value ($000) $506 Shares 1,261 Est. Cost $440.69 Unrealized
ILMN ILLUMINA INC 0.2%
Value ($000) $492 Shares 2,578 Est. Cost $296.00 Unrealized -33.2%
DE DEERE & CO 0.2%
Value ($000) $491 Shares 1,470 Est. Cost $111.04 Unrealized +194.1%
EXPE EXPEDIA GROUP INC 0.2%
Value ($000) $486 Shares 5,182 Est. Cost $113.49 Unrealized -10.8%
BLACKROCK INC 0.2%
Value ($000) $475 Shares 863 Est. Cost $477.09 Unrealized
FISV FISERV INC 0.2%
Value ($000) $462 Shares 4,936 Est. Cost $46.97 Unrealized +116.9%
VIGI VANGUARD WHITEHALL FDS 0.2%
Value ($000) $458 Shares 7,393 Est. Cost $61.95 Unrealized
MRK MERCK & CO INC 0.2%
Value ($000) $449 Shares 5,215 Est. Cost $53.67 Unrealized +49.8%
ROYCE MICRO-CAP TR INC 0.2%
Value ($000) $448 Shares 56,489 Est. Cost $8.84 Unrealized
EBAY EBAY INC. 0.2%
Value ($000) $445 Shares 12,089 Est. Cost $24.33 Unrealized +71.4%
FDS FACTSET RESH SYS INC 0.2%
Value ($000) $444 Shares 1,109 Est. Cost $125.07 Unrealized +227.4%
CRM SALESFORCE INC 0.2%
Value ($000) $443 Shares 3,077 Est. Cost $198.96 Unrealized -15.8%
DFJ WISDOMTREE TR 0.2%
Value ($000) $443 Shares 7,789 Est. Cost $54.59 Unrealized
UPS UNITED PARCEL SERVICE INC 0.2%
Value ($000) $428 Shares 2,652 Est. Cost $89.91 Unrealized +78.5%
AAP ADVANCE AUTO PARTS INC 0.2%
Value ($000) $426 Shares 2,727 Est. Cost $124.59 Unrealized +34.6%
SJM SMUCKER J M CO 0.2%
Value ($000) $425 Shares 3,093 Est. Cost $79.75 Unrealized +52.0%
JPM JPMORGAN CHASE & CO 0.2%
Value ($000) $423 Shares 4,044 Est. Cost $97.64 Unrealized +8.2%
DOCU DOCUSIGN INC 0.2%
Value ($000) $423 Shares 7,920 Est. Cost $94.26 Unrealized -33.5%
FFIV F5 INC 0.1%
Value ($000) $414 Shares 2,862 Est. Cost $133.26 Unrealized +18.8%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $410 Shares 10,797 Est. Cost $36.57 Unrealized -2.2%
T AT&T INC 0.1%
Value ($000) $403 Shares 26,274 Est. Cost $16.06 Unrealized -6.1%
COP CONOCOPHILLIPS 0.1%
Value ($000) $379 Shares 3,704 Est. Cost $42.67 Unrealized +106.7%
PSX PHILLIPS 66 0.1%
Value ($000) $378 Shares 4,677 Est. Cost $54.68 Unrealized +37.9%
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $373 Shares 12,705 Est. Cost $35.04 Unrealized -3.9%
NSTS NSTS BANCORP INC 0.1%
Value ($000) $368 Shares 34,000 Est. Cost $12.32 Unrealized -10.7%
BP BP PLC 0.1%
Value ($000) $363 Shares 12,702 Est. Cost $40.72 Unrealized
UNILEVER PLC 0.1%
Value ($000) $348 Shares 7,941 Est. Cost $59.98 Unrealized
PAYX PAYCHEX INC 0.1%
Value ($000) $346 Shares 3,080 Est. Cost $37.01 Unrealized +202.9%
TROW PRICE T ROWE GROUP INC 0.1%
Value ($000) $342 Shares 3,258 Est. Cost $69.38 Unrealized +46.6%
BAX BAXTER INTL INC 0.1%
Value ($000) $338 Shares 6,273 Est. Cost $53.74 Unrealized +2.9%
LKQ LKQ CORP 0.1%
Value ($000) $337 Shares 7,153 Est. Cost $23.62 Unrealized +102.2%
GWW GRAINGER W W INC 0.1%
Value ($000) $328 Shares 670 Est. Cost $294.38 Unrealized +73.3%
DCI DONALDSON INC 0.1%
Value ($000) $321 Shares 6,555 Est. Cost $45.59 Unrealized +8.4%
CHKP CHECK POINT SOFTWARE TECH LT 0.1%
Value ($000) $320 Shares 2,856 Est. Cost $109.51 Unrealized +10.5%
WESTERN ASSET MTG DEFINED OP 0.1%
Value ($000) $320 Shares 28,768 Est. Cost $13.44 Unrealized
TSLA TESLA INC 0.1%
Value ($000) $304 Shares 1,147 Est. Cost $225.30 Unrealized +24.0%
MMM 3M CO 0.1%
Value ($000) $300 Shares 2,713 Est. Cost $107.58 Unrealized -10.4%
TER TERADYNE INC 0.1%
Value ($000) $296 Shares 3,935 Est. Cost $89.83 Unrealized 0.0%
AZN ASTRAZENECA PLC 0.1%
Value ($000) $291 Shares 5,305 Est. Cost $60.05 Unrealized
CB CHUBB LIMITED 0.1%
Value ($000) $288 Shares 1,586 Est. Cost $130.07 Unrealized +39.7%
AI C3 AI INC 0.1%
Value ($000) $287 Shares 22,931 Est. Cost $46.64 Unrealized -61.5%
AMCX AMC NETWORKS INC 0.1%
Value ($000) $283 Shares 13,928 Est. Cost $33.52 Unrealized -17.7%
SLYV SPDR SER TR 0.1%
Value ($000) $282 Shares 4,205 Est. Cost $81.67 Unrealized
TIP ISHARES TR 0.1%
Value ($000) $276 Shares 2,627 Est. Cost $114.40 Unrealized
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $276 Shares 943 Est. Cost $209.67 Unrealized +41.7%
CHD CHURCH & DWIGHT CO INC 0.1%
Value ($000) $273 Shares 3,825 Est. Cost $34.88 Unrealized +137.5%
IEFA ISHARES TR 0.1%
Value ($000) $270 Shares 5,128 Est. Cost $64.96 Unrealized
ADAM NAT RES FD INC 0.1%
Value ($000) $260 Shares 13,339 Est. Cost $12.51 Unrealized
ELV ELEVANCE HEALTH INC 0.1%
Value ($000) $260 Shares 573 Est. Cost $286.17 Unrealized +59.1%
SAM BOSTON BEER INC 0.1%
Value ($000) $259 Shares 801 Est. Cost $347.70 Unrealized -0.5%
APH AMPHENOL CORP NEW 0.1%
Value ($000) $254 Shares 3,786 Est. Cost $26.08 Unrealized +35.0%
DISCOVER FINL SVCS 0.1%
Value ($000) $249 Shares 2,743 Est. Cost $57.54 Unrealized
APD AIR PRODS & CHEMS INC 0.1%
Value ($000) $248 Shares 1,066 Est. Cost $231.29 Unrealized -2.1%
QCOM QUALCOMM INC 0.1%
Value ($000) $247 Shares 2,185 Est. Cost $96.85 Unrealized +31.2%
NTR NUTRIEN LTD 0.1%
Value ($000) $244 Shares 2,931 Est. Cost $38.60 Unrealized +99.5%
SF STIFEL FINL CORP 0.1%
Value ($000) $232 Shares 4,474 Est. Cost $67.09 Unrealized -17.7%
MKC MCCORMICK & CO INC 0.1%
Value ($000) $229 Shares 3,211 Est. Cost $78.04 Unrealized -0.8%
IWF ISHARES TR 0.1%
Value ($000) $226 Shares 1,076 Est. Cost $191.45 Unrealized
WAB WABTEC 0.1%
Value ($000) $225 Shares 2,763 Est. Cost $69.62 Unrealized +24.5%
CMP COMPASS MINERALS INTL INC 0.1%
Value ($000) $221 Shares 5,735 Est. Cost $44.79 Unrealized -17.6%
FSLR FIRST SOLAR INC 0.1%
Value ($000) $220 Shares 1,660 Est. Cost $107.16 Unrealized 0.0%
QQQ INVESCO QQQ TR 0.1%
Value ($000) $219 Shares 821 Est. Cost $367.45 Unrealized
VNQ VANGUARD INDEX FDS 0.1%
Value ($000) $218 Shares 2,725 Est. Cost $87.21 Unrealized
DFSV DIMENSIONAL ETF TRUST 0.1%
Value ($000) $217 Shares 9,950 Est. Cost $21.81 Unrealized
SAMG SILVERCREST ASSET MGMT GROUP 0.1%
Value ($000) $216 Shares 13,203 Est. Cost $12.64 Unrealized +41.0%
BHP BHP GROUP LTD 0.1%
Value ($000) $213 Shares 4,265 Est. Cost $76.21 Unrealized
VYM VANGUARD WHITEHALL FDS 0.1%
Value ($000) $213 Shares 2,243 Est. Cost $91.40 Unrealized
AB ALLIANCEBERNSTEIN HLDG L P 0.1%
Value ($000) $212 Shares 6,050 Est. Cost $27.70 Unrealized
D DOMINION ENERGY INC 0.1%
Value ($000) $211 Shares 3,053 Est. Cost $62.43 Unrealized +9.5%
USCI UNITED STS COMMODITY INDEX F 0.1%
Value ($000) $208 Shares 4,045 Est. Cost $39.57 Unrealized
CBOE CBOE GLOBAL MKTS INC 0.1%
Value ($000) $205 Shares 1,748 Est. Cost $103.46 Unrealized +11.9%
JAPAN SMALLER CAPITALIZATION 0.1%
Value ($000) $175 Shares 29,918 Est. Cost $8.84 Unrealized
TEMPLETON EMERGING MKTS FD 0.1%
Value ($000) $157 Shares 15,100 Est. Cost $15.67 Unrealized
ABEV AMBEV SA 0.0%
Value ($000) $82 Shares 28,830 Est. Cost $2.51 Unrealized
EVLV EVOLV TECHNOLOGIES HLDNGS IN 0.0%
Value ($000) $64 Shares 30,150 Est. Cost $5.48 Unrealized -52.4%
CYBIN INC 0.0%
Value ($000) $5 Shares 10,000 Est. Cost $1.20 Unrealized