ATWOOD & PALMER INC Diversified Active

CIK: 0001044929 · Show all filings

Period: Q2 2020 (← Previous) (Next →)

Filing Date: Jul 24, 2020

Total Value ($000): $739,846 (100.0% shares, 0.0% debt)

Holdings (322)

IFV FIRST TR EXCHANGE-TRADED FD 4.9%
Value ($000) $36,199 Shares 2,149,579 Est. Cost $19.96 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 4.3%
Value ($000) $31,643 Shares 87,328 Est. Cost $103.65 Unrealized +218.7%
LMT LOCKHEED MARTIN CORP 4.0%
Value ($000) $29,669 Shares 81,302 Est. Cost $122.98 Unrealized +163.2%
CSCO CISCO SYS INC 3.4%
Value ($000) $25,221 Shares 540,760 Est. Cost $18.91 Unrealized +95.6%
MA MASTERCARD INCORPORATED 3.3%
Value ($000) $24,778 Shares 83,795 Est. Cost $74.12 Unrealized +268.8%
GNRC GENERAC HLDGS INC 3.3%
Value ($000) $24,694 Shares 202,527 Est. Cost $47.79 Unrealized +120.3%
AAPL APPLE INC 3.1%
Value ($000) $22,606 Shares 61,968 Est. Cost $25.80 Unrealized +191.1%
AMP AMERIPRISE FINL INC 3.0%
Value ($000) $21,997 Shares 146,606 Est. Cost $85.45 Unrealized +36.7%
CDW CDW CORP 2.9%
Value ($000) $21,451 Shares 184,637 Est. Cost $32.36 Unrealized +212.7%
GOOG ALPHABET INC 2.8%
Value ($000) $20,947 Shares 14,818 Est. Cost $36.65 Unrealized +82.7%
INTC INTEL CORP 2.8%
Value ($000) $20,405 Shares 341,049 Est. Cost $21.61 Unrealized +146.2%
VNLA JANUS DETROIT STR TR 2.6%
Value ($000) $19,448 Shares 386,957 Est. Cost $50.09 Unrealized
JMBS JANUS DETROIT STR TR 2.6%
Value ($000) $19,149 Shares 356,664 Est. Cost $52.43 Unrealized
SONY SONY CORP 2.4%
Value ($000) $18,090 Shares 261,676 Est. Cost $49.55 Unrealized
GSY INVESCO ACTIVELY MANAGED ETF 2.4%
Value ($000) $17,729 Shares 351,496 Est. Cost $50.31 Unrealized
HOLX HOLOGIC INC 2.4%
Value ($000) $17,585 Shares 308,503 Est. Cost $46.70 Unrealized +5.1%
VRP INVESCO EXCHANGE-TRADED FD T 2.3%
Value ($000) $17,363 Shares 741,046 Est. Cost $24.85 Unrealized
URI UNITED RENTALS INC 2.3%
Value ($000) $16,816 Shares 112,826 Est. Cost $117.88 Unrealized +4.2%
PNC PNC FINL SVCS GROUP INC 2.2%
Value ($000) $16,165 Shares 153,641 Est. Cost $63.44 Unrealized +35.5%
GILD GILEAD SCIENCES INC 2.1%
Value ($000) $15,814 Shares 205,536 Est. Cost $51.30 Unrealized +19.8%
EEM ISHARES TR 2.0%
Value ($000) $15,061 Shares 376,619 Est. Cost $38.76 Unrealized
HDMV FIRST TR EXCH TRADED FD III 1.7%
Value ($000) $12,700 Shares 453,905 Est. Cost $30.13 Unrealized
APTIV PLC 1.7%
Value ($000) $12,585 Shares 161,512 Est. Cost $84.22 Unrealized
PYPL PAYPAL HLDGS INC 1.7%
Value ($000) $12,423 Shares 71,305 Est. Cost $110.52 Unrealized +24.8%
ABBV ABBVIE INC 1.7%
Value ($000) $12,388 Shares 126,174 Est. Cost $69.99 Unrealized +0.7%
FITB FIFTH THIRD BANCORP 1.6%
Value ($000) $11,572 Shares 600,211 Est. Cost $12.94 Unrealized +14.7%
AMGN AMGEN INC 1.6%
Value ($000) $11,539 Shares 48,924 Est. Cost $161.60 Unrealized +18.6%
BIIB BIOGEN INC 1.4%
Value ($000) $10,024 Shares 37,465 Est. Cost $300.53 Unrealized +0.0%
ON ON SEMICONDUCTOR CORP 1.3%
Value ($000) $9,446 Shares 476,603 Est. Cost $20.44 Unrealized -20.3%
DHI D R HORTON INC 1.2%
Value ($000) $8,972 Shares 161,810 Est. Cost $48.89 Unrealized -6.3%
WMT WALMART INC 1.2%
Value ($000) $8,632 Shares 72,063 Est. Cost $31.47 Unrealized +21.0%
INVESCO EXCH TRD SLF IDX FD 1.1%
Value ($000) $8,391 Shares 392,662 Est. Cost $20.99 Unrealized
JKHY HENRY JACK & ASSOC INC 1.1%
Value ($000) $8,301 Shares 45,106 Est. Cost $43.43 Unrealized +274.7%
SPDR SER TR 1.1%
Value ($000) $8,235 Shares 354,058 Est. Cost $24.61 Unrealized
KMB KIMBERLY CLARK CORP 1.1%
Value ($000) $8,130 Shares 57,515 Est. Cost $78.64 Unrealized +43.3%
MANAGED PORTFOLIO SER 1.1%
Value ($000) $7,959 Shares 481,659 Est. Cost $13.58 Unrealized
LOW LOWES COS INC 1.1%
Value ($000) $7,775 Shares 57,544 Est. Cost $94.33 Unrealized +9.5%
BDX BECTON DICKINSON & CO 1.0%
Value ($000) $7,488 Shares 31,297 Est. Cost $94.32 Unrealized +133.6%
INVESCO EXCH TRD SLF IDX FD 1.0%
Value ($000) $7,290 Shares 342,552 Est. Cost $21.07 Unrealized
FV FIRST TR EXCHANGE-TRADED FD 0.9%
Value ($000) $6,828 Shares 212,233 Est. Cost $25.74 Unrealized
NOC NORTHROP GRUMMAN CORP 0.9%
Value ($000) $6,344 Shares 20,635 Est. Cost $312.34 Unrealized -4.4%
LHX L3HARRIS TECHNOLOGIES INC 0.8%
Value ($000) $6,057 Shares 35,700 Est. Cost $182.00 Unrealized -7.8%
INVESCO EXCH TRD SLF IDX FD 0.8%
Value ($000) $6,055 Shares 277,492 Est. Cost $21.42 Unrealized
INVESCO EXCH TRD SLF IDX FD 0.8%
Value ($000) $6,006 Shares 257,986 Est. Cost $24.25 Unrealized
HD HOME DEPOT INC 0.6%
Value ($000) $4,617 Shares 18,432 Est. Cost $65.09 Unrealized +206.8%
INVESCO EXCH TRD SLF IDX FD 0.5%
Value ($000) $3,998 Shares 176,222 Est. Cost $24.40 Unrealized
INVESCO EXCH TRD SLF IDX FD 0.5%
Value ($000) $3,662 Shares 168,281 Est. Cost $21.31 Unrealized
JNJ JOHNSON & JOHNSON 0.5%
Value ($000) $3,360 Shares 23,890 Est. Cost $67.39 Unrealized +84.4%
FDN FIRST TR NASDAQ-100 TECH IND 0.4%
Value ($000) $2,680 Shares 15,717 Est. Cost $69.11 Unrealized
FXL FIRST TR EXCHANGE TRADED FD 0.4%
Value ($000) $2,591 Shares 31,070 Est. Cost $55.13 Unrealized
QTEC FIRST TRUST PORTFOLIOS LP 0.3%
Value ($000) $2,519 Shares 23,095 Est. Cost $61.77 Unrealized
PG PROCTER AND GAMBLE CO 0.3%
Value ($000) $2,447 Shares 20,461 Est. Cost $58.62 Unrealized +73.2%
HIW HIGHWOODS PPTYS INC 0.3%
Value ($000) $2,246 Shares 60,175 Est. Cost $42.82 Unrealized
FXH FIRST TR EXCHANGE TRADED FD 0.3%
Value ($000) $2,228 Shares 24,705 Est. Cost $69.69 Unrealized
CL COLGATE PALMOLIVE CO 0.3%
Value ($000) $1,971 Shares 26,900 Est. Cost $50.93 Unrealized +22.5%
INVESCO EXCH TRD SLF IDX FD 0.2%
Value ($000) $1,843 Shares 82,664 Est. Cost $23.64 Unrealized
PEP PEPSICO INC 0.2%
Value ($000) $1,642 Shares 12,413 Est. Cost $68.34 Unrealized +62.1%
GOOGL ALPHABET INC 0.2%
Value ($000) $1,641 Shares 1,157 Est. Cost $37.35 Unrealized +79.1%
FXO FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $1,579 Shares 61,935 Est. Cost $31.80 Unrealized
MSFT MICROSOFT CORP 0.2%
Value ($000) $1,513 Shares 7,434 Est. Cost $68.17 Unrealized +153.9%
SPY SPDR S&P 500 ETF TR 0.2%
Value ($000) $1,420 Shares 4,606 Est. Cost $231.44 Unrealized
USB US BANCORP DEL 0.2%
Value ($000) $1,253 Shares 34,033 Est. Cost $26.92 Unrealized +3.5%
AMZN AMAZON COM INC 0.1%
Value ($000) $1,104 Shares 400 Est. Cost $44.34 Unrealized +172.4%
CBSH COMMERCE BANCSHARES INC 0.1%
Value ($000) $1,082 Shares 18,194 Est. Cost $28.88 Unrealized +45.0%
GBIL GOLDMAN SACHS ETF TR 0.1%
Value ($000) $1,043 Shares 10,375 Est. Cost $100.16 Unrealized
PAYX PAYCHEX INC 0.1%
Value ($000) $976 Shares 12,887 Est. Cost $25.02 Unrealized +135.7%
INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $950 Shares 43,125 Est. Cost $21.52 Unrealized
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $942 Shares 3,923 Est. Cost $17.48 Unrealized +197.3%
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $864 Shares 5,800 Est. Cost $50.16 Unrealized +153.2%
RTX RAYTHEON TECHNOLOGIES CORP 0.1%
Value ($000) $842 Shares 13,657 Est. Cost $54.61 Unrealized 0.0%
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $818 Shares 13,916 Est. Cost $32.70 Unrealized +46.5%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $785 Shares 17,557 Est. Cost $55.80 Unrealized -37.6%
MCO MOODYS CORP 0.1%
Value ($000) $769 Shares 2,800 Est. Cost $141.79 Unrealized +71.0%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $758 Shares 6,275 Est. Cost $108.73 Unrealized -15.9%
JPM JPMORGAN CHASE & CO 0.1%
Value ($000) $754 Shares 8,013 Est. Cost $60.04 Unrealized +36.2%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $752 Shares 4,212 Est. Cost $152.94 Unrealized +19.4%
HTH HILLTOP HOLDINGS INC 0.1%
Value ($000) $749 Shares 40,600 Est. Cost $21.12 Unrealized -18.6%
PFE PFIZER INC 0.1%
Value ($000) $722 Shares 22,086 Est. Cost $19.49 Unrealized +33.3%
IGSB ISHARES TR 0.1%
Value ($000) $582 Shares 10,637 Est. Cost $79.25 Unrealized
ORCL ORACLE CORP 0.1%
Value ($000) $575 Shares 10,400 Est. Cost $31.26 Unrealized +56.7%
MO ALTRIA GROUP INC 0.1%
Value ($000) $534 Shares 13,600 Est. Cost $19.00 Unrealized +31.3%
KO COCA COLA CO 0.1%
Value ($000) $485 Shares 10,857 Est. Cost $29.36 Unrealized +31.9%
SRE SEMPRA ENERGY 0.1%
Value ($000) $482 Shares 4,113 Est. Cost $29.49 Unrealized +73.2%
MCD MCDONALDS CORP 0.1%
Value ($000) $477 Shares 2,588 Est. Cost $75.34 Unrealized +113.7%
SPSB SPDR SER TR 0.1%
Value ($000) $472 Shares 15,048 Est. Cost $30.76 Unrealized
INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $471 Shares 19,634 Est. Cost $24.57 Unrealized
AVNS AVANOS MED INC 0.1%
Value ($000) $441 Shares 15,000 Est. Cost $63.65 Unrealized -54.5%
AEP AMERICAN ELEC PWR CO INC 0.1%
Value ($000) $438 Shares 5,500 Est. Cost $32.26 Unrealized +106.5%
QCOM QUALCOMM INC 0.1%
Value ($000) $433 Shares 4,750 Est. Cost $48.63 Unrealized +45.9%
CVX CHEVRON CORP NEW 0.1%
Value ($000) $431 Shares 4,825 Est. Cost $72.27 Unrealized -3.4%
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $416 Shares 2,660 Est. Cost $114.42 Unrealized
PH PARKER HANNIFIN CORP 0.1%
Value ($000) $412 Shares 2,250 Est. Cost $75.97 Unrealized +96.6%
ZTS ZOETIS INC 0.1%
Value ($000) $390 Shares 2,846 Est. Cost $80.68 Unrealized +54.3%
HEARTLAND FINL USA INC 0.1%
Value ($000) $389 Shares 11,631 Est. Cost $44.38 Unrealized
STPZ PIMCO ETF TR 0.0%
Value ($000) $363 Shares 6,825 Est. Cost $53.16 Unrealized
UMBF UMB FINL CORP 0.0%
Value ($000) $355 Shares 6,894 Est. Cost $65.54 Unrealized -25.2%
CAT CATERPILLAR INC DEL 0.0%
Value ($000) $342 Shares 2,700 Est. Cost $67.24 Unrealized +57.9%
NXPI NXP SEMICONDUCTORS N V 0.0%
Value ($000) $342 Shares 3,000 Est. Cost $59.92 Unrealized +51.7%
CVS CVS HEALTH CORP 0.0%
Value ($000) $337 Shares 5,185 Est. Cost $55.43 Unrealized -5.1%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $336 Shares 4,800 Est. Cost $49.83 Unrealized +10.0%
ABT ABBOTT LABS 0.0%
Value ($000) $335 Shares 3,662 Est. Cost $38.03 Unrealized +115.5%
IVW ISHARES TR 0.0%
Value ($000) $333 Shares 1,607 Est. Cost $179.84 Unrealized
LINDE PLC 0.0%
Value ($000) $318 Shares 1,500 Est. Cost $156.00 Unrealized
CERNER CORP 0.0%
Value ($000) $317 Shares 4,631 Est. Cost $64.74 Unrealized
BAC BK OF AMERICA CORP 0.0%
Value ($000) $311 Shares 13,092 Est. Cost $14.40 Unrealized +42.8%
FBIN FORTUNE BRANDS HOME & SEC IN 0.0%
Value ($000) $307 Shares 4,800 Est. Cost $29.78 Unrealized +43.5%
META FACEBOOK INC 0.0%
Value ($000) $292 Shares 1,287 Est. Cost $84.68 Unrealized +144.9%
DE DEERE & CO 0.0%
Value ($000) $283 Shares 1,800 Est. Cost $67.46 Unrealized +99.0%
IVV ISHARES TR 0.0%
Value ($000) $273 Shares 882 Est. Cost $261.39 Unrealized
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $268 Shares 10,478 Est. Cost $37.45 Unrealized -36.0%
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $265 Shares 4,664 Est. Cost $47.48 Unrealized 0.0%
SAIA SAIA INC 0.0%
Value ($000) $250 Shares 2,250 Est. Cost $24.68 Unrealized +288.3%
EMR EMERSON ELEC CO 0.0%
Value ($000) $248 Shares 4,000 Est. Cost $45.32 Unrealized +10.9%
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $234 Shares 6,013 Est. Cost $26.25 Unrealized +24.8%
DIS DISNEY WALT CO 0.0%
Value ($000) $231 Shares 2,072 Est. Cost $99.18 Unrealized +8.8%
TJX TJX COS INC NEW 0.0%
Value ($000) $231 Shares 4,566 Est. Cost $38.70 Unrealized +20.5%
CHKP CHECK POINT SOFTWARE TECH LT 0.0%
Value ($000) $231 Shares 2,150 Est. Cost $70.41 Unrealized +50.5%
ENR ENERGIZER HLDGS INC NEW 0.0%
Value ($000) $225 Shares 4,742 Est. Cost $24.32 Unrealized +35.2%
C CITIGROUP INC 0.0%
Value ($000) $223 Shares 4,366 Est. Cost $54.67 Unrealized -29.2%
IEF ISHARES TR 0.0%
Value ($000) $219 Shares 1,800 Est. Cost $112.91 Unrealized
IRM IRON MTN INC NEW 0.0%
Value ($000) $215 Shares 8,250 Est. Cost $22.52 Unrealized -14.4%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $207 Shares 9,330 Est. Cost $17.13 Unrealized 0.0%
RF REGIONS FINANCIAL CORP NEW 0.0%
Value ($000) $206 Shares 18,500 Est. Cost $6.85 Unrealized +23.2%
DXCM DEXCOM INC 0.0%
Value ($000) $203 Shares 500 Est. Cost $16.18 Unrealized +452.9%
COST COSTCO WHSL CORP NEW 0.0%
Value ($000) $203 Shares 670 Est. Cost $150.05 Unrealized +86.1%
HON HONEYWELL INTL INC 0.0%
Value ($000) $201 Shares 1,390 Est. Cost $61.76 Unrealized +90.9%
ECL ECOLAB INC 0.0%
Value ($000) $191 Shares 959 Est. Cost $104.52 Unrealized +74.3%
TSLA TESLA INC 0.0%
Value ($000) $189 Shares 175 Est. Cost $40.09 Unrealized +35.0%
MONMOUTH REAL ESTATE INVT CO 0.0%
Value ($000) $181 Shares 12,480 Est. Cost $9.92 Unrealized
WM WASTE MGMT INC DEL 0.0%
Value ($000) $180 Shares 1,703 Est. Cost $75.65 Unrealized +21.8%
VO VANGUARD INDEX FDS 0.0%
Value ($000) $176 Shares 1,071 Est. Cost $143.71 Unrealized
BP BP PLC 0.0%
Value ($000) $168 Shares 7,200 Est. Cost $38.43 Unrealized
LABORATORY CORP AMER HLDGS 0.0%
Value ($000) $166 Shares 1,000 Est. Cost $100.37 Unrealized
AMT AMERICAN TOWER CORP NEW 0.0%
Value ($000) $160 Shares 620 Est. Cost $104.71 Unrealized +101.1%
BSJO INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $156 Shares 6,650 Est. Cost $23.46 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $154 Shares 2,800 Est. Cost $31.90 Unrealized +27.8%
SCHF SCHWAB STRATEGIC TR 0.0%
Value ($000) $152 Shares 5,117 Est. Cost $31.85 Unrealized
IMTM ISHARES TR 0.0%
Value ($000) $151 Shares 4,810 Est. Cost $27.09 Unrealized
KANSAS CITY SOUTHERN 0.0%
Value ($000) $149 Shares 1,000 Est. Cost $127.00 Unrealized
FISV FISERV INC 0.0%
Value ($000) $148 Shares 1,515 Est. Cost $111.08 Unrealized -9.3%
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $147 Shares 497 Est. Cost $211.45 Unrealized +23.5%
AMLP ALPS ETF TR 0.0%
Value ($000) $147 Shares 5,940 Est. Cost $24.75 Unrealized
GRMN GARMIN LTD 0.0%
Value ($000) $146 Shares 1,500 Est. Cost $39.38 Unrealized +91.7%
VOE VANGUARD INDEX FDS 0.0%
Value ($000) $143 Shares 1,490 Est. Cost $112.75 Unrealized
IJS ISHARES TR 0.0%
Value ($000) $143 Shares 1,186 Est. Cost $150.08 Unrealized
FLO FLOWERS FOODS INC 0.0%
Value ($000) $142 Shares 6,362 Est. Cost $14.36 Unrealized +23.8%
MDYG SPDR SER TR 0.0%
Value ($000) $140 Shares 2,594 Est. Cost $53.59 Unrealized
IJT ISHARES TR 0.0%
Value ($000) $132 Shares 779 Est. Cost $178.43 Unrealized
UNP UNION PAC CORP 0.0%
Value ($000) $131 Shares 775 Est. Cost $86.01 Unrealized +64.5%
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $122 Shares 6,700 Est. Cost $42.10 Unrealized
POST POST HLDGS INC 0.0%
Value ($000) $118 Shares 1,350 Est. Cost $45.69 Unrealized +27.4%
ARISTA NETWORKS INC 0.0%
Value ($000) $116 Shares 550 Est. Cost $85.00 Unrealized
ADBE ADOBE INC 0.0%
Value ($000) $115 Shares 265 Est. Cost $188.56 Unrealized +96.5%
VFC V F CORP 0.0%
Value ($000) $108 Shares 1,765 Est. Cost $71.43 Unrealized -18.5%
DECIPHERA PHARMACEUTICALS IN 0.0%
Value ($000) $108 Shares 1,811 Est. Cost $39.20 Unrealized
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $108 Shares 1,348 Est. Cost $56.12 Unrealized +20.5%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $103 Shares 1,432 Est. Cost $49.50 Unrealized +26.5%
PACWEST BANCORP DEL 0.0%
Value ($000) $102 Shares 5,200 Est. Cost $43.12 Unrealized
GIS GENERAL MLS INC 0.0%
Value ($000) $101 Shares 1,636 Est. Cost $36.26 Unrealized +37.6%
V VISA INC 0.0%
Value ($000) $90 Shares 468 Est. Cost $119.05 Unrealized +47.4%
D DOMINION ENERGY INC 0.0%
Value ($000) $89 Shares 1,100 Est. Cost $46.17 Unrealized +35.7%
CALY CALLAWAY GOLF CO 0.0%
Value ($000) $88 Shares 5,000 Est. Cost $17.22 Unrealized -19.3%
RSP INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $86 Shares 845 Est. Cost $102.04 Unrealized
SEE SEALED AIR CORP NEW 0.0%
Value ($000) $84 Shares 2,550 Est. Cost $39.73 Unrealized -32.0%
AEE AMEREN CORP 0.0%
Value ($000) $84 Shares 1,200 Est. Cost $41.41 Unrealized +48.5%
VB VANGUARD INDEX FDS 0.0%
Value ($000) $82 Shares 560 Est. Cost $138.17 Unrealized
EMN EASTMAN CHEM CO 0.0%
Value ($000) $77 Shares 1,100 Est. Cost $60.62 Unrealized -14.7%
EFSC ENTERPRISE FINL SVCS CORP 0.0%
Value ($000) $77 Shares 2,460 Est. Cost $38.50 Unrealized -33.1%
NVDA NVIDIA CORPORATION 0.0%
Value ($000) $76 Shares 200 Est. Cost $6.28 Unrealized +28.3%
SHY ISHARES TR 0.0%
Value ($000) $75 Shares 868 Est. Cost $84.54 Unrealized
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $74 Shares 4,044 Est. Cost $30.19 Unrealized -50.9%
XYZ SQUARE INC 0.0%
Value ($000) $73 Shares 700 Est. Cost $69.86 Unrealized +9.6%
AXON AXON ENTERPRISE INC 0.0%
Value ($000) $69 Shares 700 Est. Cost $24.46 Unrealized +230.6%
CW CURTISS WRIGHT CORP 0.0%
Value ($000) $66 Shares 735 Est. Cost $61.70 Unrealized +50.7%
VEA VANGUARD TAX-MANAGED FDS 0.0%
Value ($000) $66 Shares 1,695 Est. Cost $33.63 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $64 Shares 1,500 Est. Cost $76.29 Unrealized
SLQT SELECTQUOTE INC 0.0%
Value ($000) $63 Shares 2,500 Est. Cost $26.84 Unrealized 0.0%
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $63 Shares 912 Est. Cost $58.05 Unrealized +22.4%
EPC EDGEWELL PERS CARE CO 0.0%
Value ($000) $62 Shares 2,000 Est. Cost $85.91 Unrealized -70.3%
NIC INC 0.0%
Value ($000) $57 Shares 2,500 Est. Cost $24.00 Unrealized
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $52 Shares 1,355 Est. Cost $39.06 Unrealized -20.5%
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $52 Shares 300 Est. Cost $73.05 Unrealized +95.6%
BAPR INNOVATOR ETFS TR 0.0%
Value ($000) $52 Shares 1,878 Est. Cost $25.03 Unrealized
FMS FRESENIUS MED CARE AG&CO KGA 0.0%
Value ($000) $50 Shares 1,144 Est. Cost $51.94 Unrealized
DISCOVER FINL SVCS 0.0%
Value ($000) $50 Shares 990 Est. Cost $44.68 Unrealized
AVGO BROADCOM INC 0.0%
Value ($000) $50 Shares 158 Est. Cost $23.56 Unrealized +4.1%
MMM 3M CO 0.0%
Value ($000) $49 Shares 314 Est. Cost $112.85 Unrealized -9.2%
AJG GALLAGHER ARTHUR J & CO 0.0%
Value ($000) $49 Shares 500 Est. Cost $36.40 Unrealized +128.1%
TIP ISHARES TR 0.0%
Value ($000) $49 Shares 400 Est. Cost $114.57 Unrealized
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $48 Shares 934 Est. Cost $39.75 Unrealized +12.1%
GLD SPDR GOLD TR 0.0%
Value ($000) $48 Shares 286 Est. Cost $126.36 Unrealized
TOTL SSGA ACTIVE ETF TR 0.0%
Value ($000) $46 Shares 922 Est. Cost $49.89 Unrealized
DOW DOW INC 0.0%
Value ($000) $45 Shares 1,100 Est. Cost $36.37 Unrealized -26.2%
MUB ISHARES TR 0.0%
Value ($000) $45 Shares 393 Est. Cost $114.50 Unrealized
SWKS SKYWORKS SOLUTIONS INC 0.0%
Value ($000) $45 Shares 351 Est. Cost $81.63 Unrealized +18.2%
NKE NIKE INC 0.0%
Value ($000) $45 Shares 457 Est. Cost $76.24 Unrealized +12.1%
PLMR PALOMAR HLDGS INC 0.0%
Value ($000) $43 Shares 500 Est. Cost $31.22 Unrealized +112.5%
FXU FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $43 Shares 1,685 Est. Cost $28.00 Unrealized
ORLY OREILLY AUTOMOTIVE INC 0.0%
Value ($000) $42 Shares 100 Est. Cost $13.70 Unrealized +90.8%
ALL ALLSTATE CORP 0.0%
Value ($000) $41 Shares 425 Est. Cost $38.41 Unrealized +122.9%
EVRG EVERGY INC 0.0%
Value ($000) $40 Shares 682 Est. Cost $40.56 Unrealized +16.7%
MRK MERCK & CO. INC 0.0%
Value ($000) $39 Shares 500 Est. Cost $39.34 Unrealized +59.8%
BIL SPDR SER TR 0.0%
Value ($000) $37 Shares 400 Est. Cost $91.38 Unrealized
GENERAL ELECTRIC CO 0.0%
Value ($000) $31 Shares 4,561 Est. Cost $25.09 Unrealized
FBT FIRST TR NASDAQ-100 TECH IND 0.0%
Value ($000) $29 Shares 175 Est. Cost $158.04 Unrealized
EEFT EURONET WORLDWIDE INC 0.0%
Value ($000) $29 Shares 300 Est. Cost $77.31 Unrealized +19.5%
EQIX EQUINIX INC 0.0%
Value ($000) $28 Shares 40 Est. Cost $536.14 Unrealized +13.6%
QQQ INVESCO QQQ TR 0.0%
Value ($000) $28 Shares 115 Est. Cost $191.30 Unrealized
ESLT ELBIT SYS LTD 0.0%
Value ($000) $27 Shares 200 Est. Cost $121.69 Unrealized +4.9%
GTY GETTY RLTY CORP NEW 0.0%
Value ($000) $26 Shares 879 Est. Cost $25.03 Unrealized
CFFN CAPITOL FED FINL INC 0.0%
Value ($000) $25 Shares 2,263 Est. Cost $5.61 Unrealized +39.0%
NEENAH INC 0.0%
Value ($000) $25 Shares 500 Est. Cost $73.89 Unrealized
FXD FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $24 Shares 650 Est. Cost $36.92 Unrealized
IJR ISHARES TR 0.0%
Value ($000) $24 Shares 351 Est. Cost $58.92 Unrealized
VHT VANGUARD WORLD FDS 0.0%
Value ($000) $23 Shares 121 Est. Cost $181.82 Unrealized
MCK MCKESSON CORP 0.0%
Value ($000) $23 Shares 150 Est. Cost $140.83 Unrealized -1.1%
FXN FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $22 Shares 3,400 Est. Cost $6.47 Unrealized
OGE OGE ENERGY CORP 0.0%
Value ($000) $22 Shares 720 Est. Cost $36.03 Unrealized -14.2%
ES EVERSOURCE ENERGY 0.0%
Value ($000) $22 Shares 262 Est. Cost $33.64 Unrealized +99.8%
CONCHO RES INC 0.0%
Value ($000) $21 Shares 400 Est. Cost $97.50 Unrealized
T AT&T INC 0.0%
Value ($000) $21 Shares 690 Est. Cost $15.64 Unrealized -0.9%
NUE NUCOR CORP 0.0%
Value ($000) $21 Shares 500 Est. Cost $39.53 Unrealized -7.9%
LW LAMB WESTON HLDGS INC 0.0%
Value ($000) $21 Shares 333 Est. Cost $34.57 Unrealized +59.5%
TMUS T-MOBILE US INC 0.0%
Value ($000) $21 Shares 206 Est. Cost $92.61 Unrealized 0.0%
SO SOUTHERN CO 0.0%
Value ($000) $21 Shares 400 Est. Cost $27.66 Unrealized +61.8%
ULTA ULTA BEAUTY INC 0.0%
Value ($000) $20 Shares 100 Est. Cost $249.33 Unrealized -13.8%
ROYAL DUTCH SHELL PLC 0.0%
Value ($000) $20 Shares 600 Est. Cost $50.52 Unrealized
KTB KONTOOR BRANDS INC 0.0%
Value ($000) $20 Shares 1,123 Est. Cost $21.86 Unrealized -18.5%
TWITTER INC 0.0%
Value ($000) $18 Shares 600 Est. Cost $39.19 Unrealized
SDY SPDR SER TR 0.0%
Value ($000) $18 Shares 200 Est. Cost $77.00 Unrealized
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $17 Shares 75 Est. Cost $34.91 Unrealized +0.9%
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $17 Shares 70 Est. Cost $197.04 Unrealized +0.8%
ETN EATON CORP PLC 0.0%
Value ($000) $17 Shares 200 Est. Cost $82.63 Unrealized -9.5%
CB CHUBB LIMITED 0.0%
Value ($000) $16 Shares 130 Est. Cost $101.16 Unrealized +5.0%
ADAMS DIVERSIFIED EQUITY FD 0.0%
Value ($000) $16 Shares 1,057 Est. Cost $14.19 Unrealized
NTAP NETAPP INC 0.0%
Value ($000) $16 Shares 350 Est. Cost $37.06 Unrealized 0.0%
LLY LILLY ELI & CO 0.0%
Value ($000) $16 Shares 100 Est. Cost $89.34 Unrealized +61.1%
AWK AMERICAN WTR WKS CO INC NEW 0.0%
Value ($000) $16 Shares 125 Est. Cost $115.44 Unrealized -3.1%
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $16 Shares 410 Est. Cost $31.61 Unrealized +0.9%
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $16 Shares 475 Est. Cost $38.68 Unrealized -14.2%
FLS FLOWSERVE CORP 0.0%
Value ($000) $15 Shares 525 Est. Cost $60.79 Unrealized -61.2%
SBUX STARBUCKS CORP 0.0%
Value ($000) $15 Shares 200 Est. Cost $37.28 Unrealized +77.9%
TROW PRICE T ROWE GROUP INC 0.0%
Value ($000) $15 Shares 125 Est. Cost $95.54 Unrealized -6.0%
DEI DOUGLAS EMMETT INC 0.0%
Value ($000) $15 Shares 500 Est. Cost $28.57 Unrealized
EPM EVOLUTION PETROLEUM CORP 0.0%
Value ($000) $14 Shares 5,000 Est. Cost $5.85 Unrealized -69.0%
PFG PRINCIPAL FINANCIAL GROUP IN 0.0%
Value ($000) $13 Shares 302 Est. Cost $43.48 Unrealized -32.2%
SSO PROSHARES TR 0.0%
Value ($000) $13 Shares 100 Est. Cost $90.00 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.0%
Value ($000) $13 Shares 113 Est. Cost $96.00 Unrealized
MDRX ALLSCRIPTS HEALTHCARE SOLUTN 0.0%
Value ($000) $13 Shares 1,925 Est. Cost $15.59 Unrealized -58.4%
PSX PHILLIPS 66 0.0%
Value ($000) $12 Shares 163 Est. Cost $58.41 Unrealized -3.7%
GEM GOLDMAN SACHS ETF TR 0.0%
Value ($000) $12 Shares 400 Est. Cost $30.00 Unrealized
IJH ISHARES TR 0.0%
Value ($000) $12 Shares 70 Est. Cost $187.59 Unrealized
VLO VALERO ENERGY CORP 0.0%
Value ($000) $12 Shares 200 Est. Cost $39.95 Unrealized +19.5%
SHAK SHAKE SHACK INC 0.0%
Value ($000) $11 Shares 200 Est. Cost $41.56 Unrealized +21.7%
INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $11 Shares 500 Est. Cost $22.00 Unrealized
SPG SIMON PPTY GROUP INC NEW 0.0%
Value ($000) $11 Shares 155 Est. Cost $93.21 Unrealized -51.1%
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value ($000) $11 Shares 10 Est. Cost $16.05 Unrealized +15.4%
VGT VANGUARD WORLD FDS 0.0%
Value ($000) $11 Shares 40 Est. Cost $200.00 Unrealized
YUM YUM BRANDS INC 0.0%
Value ($000) $10 Shares 116 Est. Cost $46.29 Unrealized +66.0%
NIKOLA CORP 0.0%
Value ($000) $10 Shares 150 Est. Cost $66.67 Unrealized
NOW SERVICENOW INC 0.0%
Value ($000) $10 Shares 25 Est. Cost $52.56 Unrealized +34.4%
ARCC ARES CAPITAL CORP 0.0%
Value ($000) $9 Shares 643 Est. Cost $7.44 Unrealized +6.2%
MDT MEDTRONIC PLC 0.0%
Value ($000) $9 Shares 100 Est. Cost $90.18 Unrealized -9.3%
HRB BLOCK H & R INC 0.0%
Value ($000) $9 Shares 650 Est. Cost $17.47 Unrealized -27.0%
BA BOEING CO 0.0%
Value ($000) $9 Shares 50 Est. Cost $351.04 Unrealized -56.2%
PRINCIPIA BIOPHARMA INC 0.0%
Value ($000) $9 Shares 150 Est. Cost $60.00 Unrealized
SPIRIT AEROSYSTEMS HLDGS INC 0.0%
Value ($000) $8 Shares 350 Est. Cost $57.14 Unrealized
BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $8 Shares 2,120 Est. Cost $2.83 Unrealized
VNQ VANGUARD INDEX FDS 0.0%
Value ($000) $8 Shares 100 Est. Cost $83.59 Unrealized
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $8 Shares 75 Est. Cost $68.34 Unrealized +36.1%
APACHE CORP 0.0%
Value ($000) $8 Shares 600 Est. Cost $38.33 Unrealized
NTRS NORTHERN TR CORP 0.0%
Value ($000) $8 Shares 100 Est. Cost $72.44 Unrealized -8.1%
CNP CENTERPOINT ENERGY INC 0.0%
Value ($000) $7 Shares 400 Est. Cost $22.66 Unrealized -34.4%
BYND BEYOND MEAT INC 0.0%
Value ($000) $7 Shares 50 Est. Cost $118.40 Unrealized 0.0%
NVS NOVARTIS AG 0.0%
Value ($000) $7 Shares 75 Est. Cost $80.00 Unrealized
ATLAS AIR WORLDWIDE HLDGS IN 0.0%
Value ($000) $7 Shares 160 Est. Cost $71.62 Unrealized
ENB ENBRIDGE INC 0.0%
Value ($000) $7 Shares 221 Est. Cost $25.13 Unrealized -16.1%
EXC EXELON CORP 0.0%
Value ($000) $7 Shares 200 Est. Cost $17.29 Unrealized +25.6%
SYK STRYKER CORPORATION 0.0%
Value ($000) $7 Shares 39 Est. Cost $157.54 Unrealized +10.2%
VCR VANGUARD WORLD FDS 0.0%
Value ($000) $6 Shares 30 Est. Cost $166.67 Unrealized
INOVIO PHARMACEUTICALS INC 0.0%
Value ($000) $6 Shares 225 Est. Cost $4.44 Unrealized
XEL XCEL ENERGY INC 0.0%
Value ($000) $6 Shares 100 Est. Cost $40.29 Unrealized +31.1%
YUMC YUM CHINA HLDGS INC 0.0%
Value ($000) $6 Shares 117 Est. Cost $26.68 Unrealized +76.8%
GAMIDA CELL LTD 0.0%
Value ($000) $5 Shares 1,000 Est. Cost $3.00 Unrealized
RIG TRANSOCEAN LTD 0.0%
Value ($000) $5 Shares 2,500 Est. Cost $10.30 Unrealized -84.9%
BERRY GLOBAL GROUP INC 0.0%
Value ($000) $5 Shares 120 Est. Cost $46.11 Unrealized
MNKD MANNKIND CORP 0.0%
Value ($000) $5 Shares 2,800 Est. Cost $1.84 Unrealized -24.2%
VOOG VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $5 Shares 25 Est. Cost $160.00 Unrealized
GHYB GOLDMAN SACHS ETF TR 0.0%
Value ($000) $5 Shares 100 Est. Cost $50.00 Unrealized
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $5 Shares 80 Est. Cost $64.69 Unrealized -31.6%
PFLT PENNANTPARK FLOATING RATE CA 0.0%
Value ($000) $5 Shares 640 Est. Cost $4.46 Unrealized -12.1%
RM REGIONAL MGMT CORP 0.0%
Value ($000) $4 Shares 200 Est. Cost $14.19 Unrealized -9.0%
VUG VANGUARD INDEX FDS 0.0%
Value ($000) $4 Shares 20 Est. Cost $150.00 Unrealized
IVERIC BIO INC 0.0%
Value ($000) $4 Shares 750 Est. Cost $1.33 Unrealized
VFH VANGUARD WORLD FDS 0.0%
Value ($000) $4 Shares 73 Est. Cost $68.49 Unrealized
UNM UNUM GROUP 0.0%
Value ($000) $4 Shares 250 Est. Cost $46.44 Unrealized -66.0%
MGK VANGUARD WORLD FD 0.0%
Value ($000) $3 Shares 20 Est. Cost $150.00 Unrealized
TXN TEXAS INSTRS INC 0.0%
Value ($000) $3 Shares 25 Est. Cost $65.33 Unrealized +52.3%
FBIZ FIRST BUS FINL SVCS INC WIS 0.0%
Value ($000) $3 Shares 200 Est. Cost $17.36 Unrealized -23.1%
EBIX INC 0.0%
Value ($000) $3 Shares 140 Est. Cost $42.75 Unrealized
RBBN RIBBON COMMUNICATIONS INC 0.0%
Value ($000) $3 Shares 739 Est. Cost $3.01 Unrealized +20.8%
OVV OVINTIV INC 0.0%
Value ($000) $2 Shares 169 Est. Cost $13.13 Unrealized -46.9%
ET ENERGY TRANSFER LP 0.0%
Value ($000) $2 Shares 223 Est. Cost $20.49 Unrealized
ARKK ARK ETF TR 0.0%
Value ($000) $2 Shares 30 Est. Cost $66.67 Unrealized
ALC ALCON AG 0.0%
Value ($000) $1 Shares 15 Est. Cost $57.87 Unrealized -3.5%
LXU LSB INDS INC 0.0%
Value ($000) $1 Shares 650 Est. Cost $8.26 Unrealized -87.0%
WAB WABTEC 0.0%
Value ($000) $1 Shares 16 Est. Cost $77.61 Unrealized -29.4%
GPRO GOPRO INC 0.0%
Value ($000) $1 Shares 300 Est. Cost $51.39 Unrealized -92.6%
URA GLOBAL X FDS 0.0%
Value ($000) $1 Shares 50 Est. Cost $20.00 Unrealized
PIPR PIPER SANDLER COMPANIES 0.0%
Value ($000) $1 Shares 20 Est. Cost $72.11 Unrealized -21.9%
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $1 Shares 5 Est. Cost $188.58 Unrealized -19.5%
REZI RESIDEO TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 8 Est. Cost $21.34 Unrealized -67.4%
IP INTL PAPER CO 0.0%
Value ($000) $0 Shares 10 Est. Cost $32.34 Unrealized -23.3%
GTX GARRETT MOTION INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $13.59 Unrealized -64.1%
T-MOBILE US INC 0.0%
Value ($000) $0 Shares 206 Est. Cost Unrealized
DDD 3-D SYS CORP DEL 0.0%
Value ($000) $0 Shares 50 Est. Cost $14.83 Unrealized -49.6%
TILRAY INC 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
TRINITY BIOTECH PLC 0.0%
Value ($000) $0 Shares 100 Est. Cost $20.00 Unrealized
CANOPY GROWTH CORP 0.0%
Value ($000) $0 Shares 19 Est. Cost $63.71 Unrealized
AMERICAN INTL GROUP INC 0.0%
Value ($000) $0 Shares 97 Est. Cost $10.31 Unrealized
YRC WORLDWIDE INC 0.0%
Value ($000) $0 Shares 3 Est. Cost Unrealized
ASIX ADVANSIX INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $16.41 Unrealized -35.2%