ProVise Management Group, LLC Diversified Active

CIK: 0001305707 · Show all filings

Period: Q4 2021 (← Previous) (Next →)

Filing Date: Jan 18, 2022

Total Value ($000): $1,103,710 (100.0% shares, 0.0% debt)

Holdings (393)

VIG VANGUARD SPECIALIZED FUNDS 4.1%
Value ($000) $44,826 Shares 260,997 Est. Cost $72.99 Unrealized
SCHM SCHWAB STRATEGIC TR 3.5%
Value ($000) $38,423 Shares 477,730 Est. Cost $47.13 Unrealized
SCHG SCHWAB STRATEGIC TR 3.0%
Value ($000) $32,582 Shares 198,977 Est. Cost $69.36 Unrealized
SCHV SCHWAB STRATEGIC TR 2.8%
Value ($000) $30,711 Shares 419,439 Est. Cost $52.97 Unrealized
MSFT MICROSOFT CORP 2.4%
Value ($000) $26,163 Shares 77,793 Est. Cost $85.25 Unrealized +267.6%
AMZN AMAZON COM INC 1.9%
Value ($000) $20,958 Shares 6,285 Est. Cost $44.41 Unrealized +285.4%
IJR ISHARES TR 1.7%
Value ($000) $19,105 Shares 166,839 Est. Cost $79.77 Unrealized
AAPL APPLE INC 1.7%
Value ($000) $18,568 Shares 104,570 Est. Cost $84.53 Unrealized +83.0%
SCHD SCHWAB STRATEGIC TR 1.6%
Value ($000) $18,068 Shares 223,525 Est. Cost $41.49 Unrealized
MGC VANGUARD WORLD FD 1.5%
Value ($000) $16,193 Shares 96,338 Est. Cost $153.54 Unrealized
SDY SPDR SER TR 1.4%
Value ($000) $15,845 Shares 122,718 Est. Cost $71.98 Unrealized
CVS CVS HEALTH CORP 1.4%
Value ($000) $15,003 Shares 145,458 Est. Cost $51.92 Unrealized +55.0%
IGIB ISHARES TR 1.3%
Value ($000) $14,789 Shares 249,522 Est. Cost $60.16 Unrealized
SCHA SCHWAB STRATEGIC TR 1.3%
Value ($000) $14,528 Shares 141,881 Est. Cost $67.86 Unrealized
PFE PFIZER INC 1.3%
Value ($000) $14,123 Shares 239,192 Est. Cost $20.08 Unrealized +100.3%
GOOGL ALPHABET INC 1.2%
Value ($000) $13,445 Shares 4,641 Est. Cost $38.67 Unrealized +269.7%
EFAV ISHARES TR 1.2%
Value ($000) $13,344 Shares 173,820 Est. Cost $70.23 Unrealized
BLACKROCK INC 1.2%
Value ($000) $12,745 Shares 13,921 Est. Cost $329.58 Unrealized
VO VANGUARD INDEX FDS 1.1%
Value ($000) $11,654 Shares 45,744 Est. Cost $188.49 Unrealized
PEP PEPSICO INC 1.0%
Value ($000) $11,030 Shares 63,499 Est. Cost $61.82 Unrealized +132.1%
SPDW SPDR INDEX SHS FDS 1.0%
Value ($000) $10,967 Shares 300,632 Est. Cost $36.25 Unrealized
SCHZ SCHWAB STRATEGIC TR 1.0%
Value ($000) $10,909 Shares 202,393 Est. Cost $54.30 Unrealized
CMCSA COMCAST CORP NEW 1.0%
Value ($000) $10,732 Shares 213,227 Est. Cost $30.02 Unrealized +53.7%
LOW LOWES COS INC 0.9%
Value ($000) $10,352 Shares 40,052 Est. Cost $65.48 Unrealized +235.7%
LMT LOCKHEED MARTIN CORP 0.9%
Value ($000) $10,321 Shares 29,042 Est. Cost $302.18 Unrealized +2.2%
V VISA INC 0.9%
Value ($000) $10,018 Shares 46,234 Est. Cost $70.98 Unrealized +193.2%
ENB ENBRIDGE INC 0.9%
Value ($000) $9,904 Shares 253,430 Est. Cost $23.75 Unrealized +29.1%
WFC WELLS FARGO CO NEW 0.9%
Value ($000) $9,806 Shares 204,371 Est. Cost $34.96 Unrealized +27.0%
KO COCA COLA CO 0.9%
Value ($000) $9,401 Shares 158,773 Est. Cost $31.83 Unrealized +54.5%
C CITIGROUP INC 0.8%
Value ($000) $9,318 Shares 154,288 Est. Cost $49.57 Unrealized +15.4%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.8%
Value ($000) $8,983 Shares 30,048 Est. Cost $148.70 Unrealized +92.6%
GOOG ALPHABET INC 0.8%
Value ($000) $8,739 Shares 3,020 Est. Cost $55.87 Unrealized +156.8%
SNY SANOFI 0.8%
Value ($000) $8,595 Shares 171,574 Est. Cost $47.41 Unrealized
AXP AMERICAN EXPRESS CO 0.8%
Value ($000) $8,516 Shares 52,059 Est. Cost $65.98 Unrealized +145.2%
BDX BECTON DICKINSON & CO 0.8%
Value ($000) $8,357 Shares 33,235 Est. Cost $226.42 Unrealized -1.3%
ABBV ABBVIE INC 0.8%
Value ($000) $8,335 Shares 61,573 Est. Cost $60.59 Unrealized +67.9%
MCD MCDONALDS CORP 0.7%
Value ($000) $8,259 Shares 30,810 Est. Cost $150.78 Unrealized +52.3%
KBE SPDR SER TR 0.7%
Value ($000) $8,218 Shares 150,621 Est. Cost $52.36 Unrealized
VOO VANGUARD INDEX FDS 0.7%
Value ($000) $7,913 Shares 18,126 Est. Cost $333.03 Unrealized
BX BLACKSTONE INC 0.7%
Value ($000) $7,810 Shares 60,358 Est. Cost $50.87 Unrealized +128.3%
NVS NOVARTIS AG 0.7%
Value ($000) $7,683 Shares 87,847 Est. Cost $79.24 Unrealized
BLACKROCK CORE BD TR 0.7%
Value ($000) $7,545 Shares 456,973 Est. Cost $14.07 Unrealized
GIS GENERAL MLS INC 0.7%
Value ($000) $7,436 Shares 110,379 Est. Cost $37.17 Unrealized +48.6%
DFUS DIMENSIONAL ETF TRUST 0.7%
Value ($000) $7,420 Shares 143,529 Est. Cost $47.37 Unrealized
BNDX VANGUARD CHARLOTTE FDS 0.7%
Value ($000) $7,319 Shares 132,682 Est. Cost $57.23 Unrealized
IJH ISHARES TR 0.7%
Value ($000) $7,184 Shares 25,377 Est. Cost $131.21 Unrealized
WPP WPP PLC NEW 0.6%
Value ($000) $7,137 Shares 94,465 Est. Cost $70.10 Unrealized
SCHX SCHWAB STRATEGIC TR 0.6%
Value ($000) $6,879 Shares 60,440 Est. Cost $71.93 Unrealized
ADI ANALOG DEVICES INC 0.6%
Value ($000) $6,858 Shares 39,015 Est. Cost $70.95 Unrealized +132.1%
FNDA SCHWAB STRATEGIC TR 0.6%
Value ($000) $6,835 Shares 122,915 Est. Cost $31.36 Unrealized
SBUX STARBUCKS CORP 0.6%
Value ($000) $6,683 Shares 57,132 Est. Cost $50.05 Unrealized +104.2%
QQQ INVESCO QQQ TR 0.6%
Value ($000) $6,536 Shares 16,428 Est. Cost $300.75 Unrealized
SCHR SCHWAB STRATEGIC TR 0.6%
Value ($000) $6,348 Shares 113,071 Est. Cost $57.19 Unrealized
ICSH ISHARES TR 0.6%
Value ($000) $6,272 Shares 124,465 Est. Cost $50.49 Unrealized
COR AMERISOURCEBERGEN CORP 0.5%
Value ($000) $5,778 Shares 43,487 Est. Cost $73.97 Unrealized +58.3%
IWF ISHARES TR 0.5%
Value ($000) $5,761 Shares 18,852 Est. Cost $76.66 Unrealized
MINT PIMCO ETF TR 0.5%
Value ($000) $5,486 Shares 54,017 Est. Cost $101.55 Unrealized
WESTERN ASSET PREMIER BD FD 0.5%
Value ($000) $5,444 Shares 379,932 Est. Cost $13.87 Unrealized
XLK SELECT SECTOR SPDR TR 0.5%
Value ($000) $5,363 Shares 30,847 Est. Cost $46.14 Unrealized
FISV FISERV INC 0.5%
Value ($000) $5,178 Shares 49,890 Est. Cost $109.20 Unrealized -5.3%
RTX RAYTHEON TECHNOLOGIES CORP 0.5%
Value ($000) $4,983 Shares 57,901 Est. Cost $57.65 Unrealized +37.6%
HANCOCK JOHN INCOME SECS TR 0.4%
Value ($000) $4,837 Shares 313,858 Est. Cost $14.71 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.4%
Value ($000) $4,768 Shares 91,772 Est. Cost $34.35 Unrealized +17.6%
SHAG WISDOMTREE TR 0.4%
Value ($000) $4,722 Shares 93,474 Est. Cost $51.24 Unrealized
META META PLATFORMS INC 0.4%
Value ($000) $4,713 Shares 14,013 Est. Cost $112.58 Unrealized +192.9%
TIP ISHARES TR 0.4%
Value ($000) $4,625 Shares 35,799 Est. Cost $128.94 Unrealized
INVESCO EXCH TRD SLF IDX FD 0.4%
Value ($000) $4,581 Shares 209,840 Est. Cost $21.95 Unrealized
VLY VALLEY NATL BANCORP 0.4%
Value ($000) $4,512 Shares 328,116 Est. Cost $10.26 Unrealized +35.4%
SCHB SCHWAB STRATEGIC TR 0.4%
Value ($000) $4,469 Shares 39,545 Est. Cost $60.53 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.4%
Value ($000) $4,439 Shares 202,153 Est. Cost $35.65 Unrealized
JNJ JOHNSON & JOHNSON 0.4%
Value ($000) $4,430 Shares 25,894 Est. Cost $72.31 Unrealized +100.6%
BMY BRISTOL-MYERS SQUIBB CO 0.4%
Value ($000) $4,412 Shares 70,790 Est. Cost $41.53 Unrealized +18.5%
CL COLGATE PALMOLIVE CO 0.4%
Value ($000) $4,394 Shares 51,491 Est. Cost $67.17 Unrealized +5.6%
XOM EXXON MOBIL CORP 0.4%
Value ($000) $4,288 Shares 70,072 Est. Cost $50.60 Unrealized +6.5%
JPM JPMORGAN CHASE & CO 0.4%
Value ($000) $4,256 Shares 26,879 Est. Cost $50.80 Unrealized +191.0%
SCHF SCHWAB STRATEGIC TR 0.4%
Value ($000) $4,065 Shares 104,580 Est. Cost $31.03 Unrealized
HD HOME DEPOT INC 0.4%
Value ($000) $4,042 Shares 9,739 Est. Cost $143.07 Unrealized +139.9%
VOE VANGUARD INDEX FDS 0.4%
Value ($000) $4,035 Shares 26,840 Est. Cost $97.06 Unrealized
DGRO ISHARES TR 0.4%
Value ($000) $4,024 Shares 72,402 Est. Cost $51.09 Unrealized
DUK DUKE ENERGY CORP NEW 0.4%
Value ($000) $3,991 Shares 38,045 Est. Cost $64.98 Unrealized +32.8%
BLACKROCK MUNIHOLDINGS FD IN 0.4%
Value ($000) $3,869 Shares 230,857 Est. Cost $16.00 Unrealized
INVESCO EXCH TRD SLF IDX FD 0.3%
Value ($000) $3,833 Shares 178,610 Est. Cost $21.53 Unrealized
PM PHILIP MORRIS INTL INC 0.3%
Value ($000) $3,717 Shares 39,134 Est. Cost $59.33 Unrealized +28.6%
ELV ANTHEM INC 0.3%
Value ($000) $3,642 Shares 7,861 Est. Cost $259.38 Unrealized +53.1%
FCTR FIRST TR EXCHANGE-TRADED FD 0.3%
Value ($000) $3,579 Shares 100,698 Est. Cost $24.09 Unrealized
VTI VANGUARD INDEX FDS 0.3%
Value ($000) $3,555 Shares 14,725 Est. Cost $121.22 Unrealized
MA MASTERCARD INCORPORATED 0.3%
Value ($000) $3,552 Shares 9,884 Est. Cost $90.84 Unrealized +271.9%
MMM 3M CO 0.3%
Value ($000) $3,439 Shares 19,358 Est. Cost $103.84 Unrealized +22.6%
BAC BK OF AMERICA CORP 0.3%
Value ($000) $3,286 Shares 73,857 Est. Cost $14.01 Unrealized +192.7%
VCSH VANGUARD SCOTTSDALE FDS 0.3%
Value ($000) $3,252 Shares 40,017 Est. Cost $80.69 Unrealized
SPY SPDR S&P 500 ETF TR 0.3%
Value ($000) $3,240 Shares 6,821 Est. Cost $333.39 Unrealized
BSV VANGUARD BD INDEX FDS 0.3%
Value ($000) $3,213 Shares 39,746 Est. Cost $80.27 Unrealized
SPIRIT RLTY CAP INC NEW 0.3%
Value ($000) $3,180 Shares 65,979 Est. Cost $43.91 Unrealized
IWY ISHARES TR 0.3%
Value ($000) $3,097 Shares 17,863 Est. Cost $149.21 Unrealized
MSCI MSCI INC 0.3%
Value ($000) $3,070 Shares 5,011 Est. Cost $53.36 Unrealized +1023.5%
MCK MCKESSON CORP 0.3%
Value ($000) $3,034 Shares 12,210 Est. Cost $152.25 Unrealized +41.1%
INVESCO EXCH TRD SLF IDX FD 0.3%
Value ($000) $3,023 Shares 138,045 Est. Cost $21.90 Unrealized
MUB ISHARES TR 0.3%
Value ($000) $3,006 Shares 25,852 Est. Cost $114.53 Unrealized
MRK MERCK & CO INC 0.3%
Value ($000) $2,959 Shares 38,615 Est. Cost $59.07 Unrealized +18.3%
OMC OMNICOM GROUP INC 0.3%
Value ($000) $2,907 Shares 39,670 Est. Cost $60.16 Unrealized +2.1%
VOT VANGUARD INDEX FDS 0.3%
Value ($000) $2,878 Shares 11,305 Est. Cost $100.64 Unrealized
NUVEEN ENHANCED MUN VALUE FD 0.3%
Value ($000) $2,824 Shares 180,305 Est. Cost $15.42 Unrealized
TRN TRINITY INDS INC 0.3%
Value ($000) $2,811 Shares 93,090 Est. Cost $15.96 Unrealized +51.1%
VUG VANGUARD INDEX FDS 0.3%
Value ($000) $2,806 Shares 8,744 Est. Cost $122.44 Unrealized
BKNG BOOKING HOLDINGS INC 0.2%
Value ($000) $2,711 Shares 1,130 Est. Cost $1907.58 Unrealized +22.2%
EFA ISHARES TR 0.2%
Value ($000) $2,691 Shares 34,199 Est. Cost $62.85 Unrealized
AMGN AMGEN INC 0.2%
Value ($000) $2,679 Shares 11,909 Est. Cost $133.45 Unrealized +38.7%
DGS WISDOMTREE TR 0.2%
Value ($000) $2,484 Shares 46,946 Est. Cost $47.27 Unrealized
HDV ISHARES TR 0.2%
Value ($000) $2,432 Shares 24,083 Est. Cost $68.71 Unrealized
ARKK ARK ETF TR 0.2%
Value ($000) $2,427 Shares 25,660 Est. Cost $97.78 Unrealized
D DOMINION ENERGY INC 0.2%
Value ($000) $2,394 Shares 30,467 Est. Cost $57.51 Unrealized +8.1%
ORCL ORACLE CORP 0.2%
Value ($000) $2,392 Shares 27,423 Est. Cost $39.48 Unrealized +125.2%
INVESCO EXCH TRD SLF IDX FD 0.2%
Value ($000) $2,352 Shares 109,961 Est. Cost $21.35 Unrealized
FEDERATED HERMES PREM MUNI I 0.2%
Value ($000) $2,329 Shares 154,951 Est. Cost $14.50 Unrealized
FE FIRSTENERGY CORP 0.2%
Value ($000) $2,291 Shares 55,090 Est. Cost $28.02 Unrealized +16.4%
HYG ISHARES TR 0.2%
Value ($000) $2,290 Shares 26,318 Est. Cost $85.29 Unrealized
EATON VANCE MUNI INCOME TRUS 0.2%
Value ($000) $2,255 Shares 163,200 Est. Cost $13.12 Unrealized
CRM SALESFORCE COM INC 0.2%
Value ($000) $2,234 Shares 8,792 Est. Cost $120.18 Unrealized +131.0%
EMR EMERSON ELEC CO 0.2%
Value ($000) $2,204 Shares 23,710 Est. Cost $44.09 Unrealized +96.2%
SPEM SPDR INDEX SHS FDS 0.2%
Value ($000) $2,198 Shares 52,984 Est. Cost $42.24 Unrealized
MAINSTAY MACKAY DEFINEDTERM 0.2%
Value ($000) $2,148 Shares 98,610 Est. Cost $21.07 Unrealized
DWM WISDOMTREE TR 0.2%
Value ($000) $2,142 Shares 39,606 Est. Cost $48.33 Unrealized
VTIP VANGUARD MALVERN FDS 0.2%
Value ($000) $2,141 Shares 41,647 Est. Cost $49.71 Unrealized
LQD ISHARES TR 0.2%
Value ($000) $2,117 Shares 15,974 Est. Cost $134.10 Unrealized
VBR VANGUARD INDEX FDS 0.2%
Value ($000) $2,113 Shares 11,813 Est. Cost $106.06 Unrealized
BNY MELLON MUN BD INFRASTRUC 0.2%
Value ($000) $2,088 Shares 145,235 Est. Cost $13.62 Unrealized
SPHY SPDR SER TR 0.2%
Value ($000) $2,062 Shares 77,617 Est. Cost $26.53 Unrealized
FIS FIDELITY NATL INFORMATION SV 0.2%
Value ($000) $1,997 Shares 18,298 Est. Cost $124.71 Unrealized -18.2%
DIS DISNEY WALT CO 0.2%
Value ($000) $1,978 Shares 12,769 Est. Cost $103.65 Unrealized +52.2%
CSCO CISCO SYS INC 0.2%
Value ($000) $1,974 Shares 31,150 Est. Cost $32.64 Unrealized +54.6%
MDT MEDTRONIC PLC 0.2%
Value ($000) $1,952 Shares 18,873 Est. Cost $90.00 Unrealized +13.4%
WELL WELLTOWER INC 0.2%
Value ($000) $1,952 Shares 22,758 Est. Cost $49.56 Unrealized +51.4%
GD GENERAL DYNAMICS CORP 0.2%
Value ($000) $1,908 Shares 9,154 Est. Cost $157.49 Unrealized +17.6%
BLACKROCK CR ALLOCATION INCO 0.2%
Value ($000) $1,872 Shares 124,409 Est. Cost $13.91 Unrealized
PG PROCTER AND GAMBLE CO 0.2%
Value ($000) $1,858 Shares 11,361 Est. Cost $74.09 Unrealized +81.0%
GPC GENUINE PARTS CO 0.2%
Value ($000) $1,842 Shares 13,148 Est. Cost $66.27 Unrealized +78.1%
WMT WALMART INC 0.2%
Value ($000) $1,842 Shares 12,730 Est. Cost $21.45 Unrealized +110.6%
CVX CHEVRON CORP NEW 0.2%
Value ($000) $1,765 Shares 15,044 Est. Cost $73.41 Unrealized +30.9%
IJK ISHARES TR 0.2%
Value ($000) $1,729 Shares 20,284 Est. Cost $84.51 Unrealized
XXINSIXX INSIGHT SELECT INCOME FD 0.2%
Value ($000) $1,708 Shares 76,015 Est. Cost $20.10 Unrealized
HYD VANECK ETF TRUST 0.2%
Value ($000) $1,680 Shares 26,918 Est. Cost $61.29 Unrealized
FTCS FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $1,664 Shares 19,686 Est. Cost $84.53 Unrealized
SPHQ INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $1,659 Shares 31,187 Est. Cost $48.55 Unrealized
NEUBERGER BERMAN MUN FD INC 0.1%
Value ($000) $1,580 Shares 103,124 Est. Cost $14.90 Unrealized
XLY SELECT SECTOR SPDR TR 0.1%
Value ($000) $1,570 Shares 7,679 Est. Cost $204.45 Unrealized
SCHW SCHWAB CHARLES CORP 0.1%
Value ($000) $1,458 Shares 17,337 Est. Cost $64.25 Unrealized +19.1%
MOAT VANECK ETF TRUST 0.1%
Value ($000) $1,431 Shares 18,806 Est. Cost $42.29 Unrealized
APYX APYX MEDICAL CORPORATION 0.1%
Value ($000) $1,425 Shares 111,189 Est. Cost $7.82 Unrealized +78.9%
XLV SELECT SECTOR SPDR TR 0.1%
Value ($000) $1,408 Shares 9,995 Est. Cost $99.97 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $1,391 Shares 8,545 Est. Cost $129.59 Unrealized
VXUS VANGUARD STAR FDS 0.1%
Value ($000) $1,376 Shares 21,638 Est. Cost $52.22 Unrealized
VBK VANGUARD INDEX FDS 0.1%
Value ($000) $1,359 Shares 4,821 Est. Cost $131.32 Unrealized
TSLA TESLA INC 0.1%
Value ($000) $1,356 Shares 1,283 Est. Cost $151.31 Unrealized +121.7%
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $1,334 Shares 2,658 Est. Cost $275.41 Unrealized +53.3%
IVW ISHARES TR 0.1%
Value ($000) $1,325 Shares 15,838 Est. Cost $74.42 Unrealized
IVV ISHARES TR 0.1%
Value ($000) $1,320 Shares 2,768 Est. Cost $391.52 Unrealized
SRVR PACER FDS TR 0.1%
Value ($000) $1,310 Shares 30,259 Est. Cost $33.66 Unrealized
VYM VANGUARD WHITEHALL FDS 0.1%
Value ($000) $1,303 Shares 11,619 Est. Cost $70.68 Unrealized
UNILEVER PLC 0.1%
Value ($000) $1,270 Shares 23,603 Est. Cost $48.81 Unrealized
VB VANGUARD INDEX FDS 0.1%
Value ($000) $1,262 Shares 5,586 Est. Cost $119.42 Unrealized
MO ALTRIA GROUP INC 0.1%
Value ($000) $1,246 Shares 26,297 Est. Cost $31.79 Unrealized +3.1%
PTNQ PACER FDS TR 0.1%
Value ($000) $1,246 Shares 21,126 Est. Cost $36.01 Unrealized
DFAC DIMENSIONAL ETF TRUST 0.1%
Value ($000) $1,241 Shares 42,840 Est. Cost $26.99 Unrealized
ALLIANCEBERNSTEIN NATL MUN I 0.1%
Value ($000) $1,239 Shares 83,675 Est. Cost $14.90 Unrealized
MAGELLAN MIDSTREAM PRTNRS LP 0.1%
Value ($000) $1,197 Shares 25,773 Est. Cost $71.85 Unrealized
ORLY OREILLY AUTOMOTIVE INC 0.1%
Value ($000) $1,184 Shares 1,677 Est. Cost $13.20 Unrealized +227.9%
DEO DIAGEO PLC 0.1%
Value ($000) $1,184 Shares 5,378 Est. Cost $118.34 Unrealized
SWAN AMPLIFY ETF TR 0.1%
Value ($000) $1,181 Shares 34,196 Est. Cost $31.77 Unrealized
OVB LISTED FD TR 0.1%
Value ($000) $1,154 Shares 45,229 Est. Cost $26.50 Unrealized
BK BANK NEW YORK MELLON CORP 0.1%
Value ($000) $1,148 Shares 19,774 Est. Cost $44.53 Unrealized +14.6%
BLACKROCK GLOBAL FLOATING RA 0.1%
Value ($000) $1,140 Shares 81,491 Est. Cost $13.05 Unrealized
SCZ ISHARES TR 0.1%
Value ($000) $1,139 Shares 15,584 Est. Cost $74.15 Unrealized
NVDA NVIDIA CORPORATION 0.1%
Value ($000) $1,129 Shares 3,838 Est. Cost $16.61 Unrealized +65.3%
VLO VALERO ENERGY CORP 0.1%
Value ($000) $1,129 Shares 15,025 Est. Cost $39.92 Unrealized +63.1%
IBB ISHARES TR 0.1%
Value ($000) $1,101 Shares 7,213 Est. Cost $129.29 Unrealized
IQV IQVIA HLDGS INC 0.1%
Value ($000) $1,098 Shares 3,892 Est. Cost $105.23 Unrealized +146.6%
VCIT VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $1,090 Shares 11,747 Est. Cost $88.99 Unrealized
VGSH VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $1,088 Shares 17,890 Est. Cost $60.47 Unrealized
XSLV INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $1,065 Shares 20,447 Est. Cost $45.95 Unrealized
T AT&T INC 0.1%
Value ($000) $1,058 Shares 43,002 Est. Cost $14.13 Unrealized +3.8%
NFLX NETFLIX INC 0.1%
Value ($000) $1,056 Shares 1,753 Est. Cost $50.91 Unrealized +25.5%
QCLN FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $1,044 Shares 15,354 Est. Cost $68.00 Unrealized
IYT ISHARES TR 0.1%
Value ($000) $1,039 Shares 3,759 Est. Cost $250.31 Unrealized
XMMO INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $1,037 Shares 11,406 Est. Cost $86.62 Unrealized
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $1,035 Shares 4,830 Est. Cost $98.88 Unrealized +70.5%
SO SOUTHERN CO 0.1%
Value ($000) $1,026 Shares 14,959 Est. Cost $32.19 Unrealized +70.0%
PDBC INVESCO ACTIVLY MANGD ETC FD 0.1%
Value ($000) $1,017 Shares 72,323 Est. Cost $18.77 Unrealized
XMPT VANECK ETF TRUST 0.1%
Value ($000) $1,004 Shares 33,874 Est. Cost $29.46 Unrealized
PIMCO DYNAMIC INCOME FD 0.1%
Value ($000) $970 Shares 37,444 Est. Cost $28.85 Unrealized
BLACKROCK FLOATING RATE INCO 0.1%
Value ($000) $968 Shares 72,087 Est. Cost $14.49 Unrealized
LAMR LAMAR ADVERTISING CO NEW 0.1%
Value ($000) $950 Shares 7,834 Est. Cost $67.24 Unrealized
IWM ISHARES TR 0.1%
Value ($000) $947 Shares 4,259 Est. Cost $143.72 Unrealized
FTSM FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $942 Shares 15,749 Est. Cost $60.00 Unrealized
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $932 Shares 14,060 Est. Cost $25.82 Unrealized +114.2%
MTUM ISHARES TR 0.1%
Value ($000) $924 Shares 5,081 Est. Cost $189.99 Unrealized
VNQ VANGUARD INDEX FDS 0.1%
Value ($000) $918 Shares 7,909 Est. Cost $77.05 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $901 Shares 2 Est. Cost $292921.40 Unrealized +47.4%
RBLX ROBLOX CORP 0.1%
Value ($000) $885 Shares 8,577 Est. Cost $80.62 Unrealized +20.5%
ABT ABBOTT LABS 0.1%
Value ($000) $882 Shares 6,266 Est. Cost $33.95 Unrealized +249.6%
BNY MELLON STRATEGIC MUNS IN 0.1%
Value ($000) $861 Shares 101,649 Est. Cost $8.17 Unrealized
SCHH SCHWAB STRATEGIC TR 0.1%
Value ($000) $853 Shares 16,186 Est. Cost $50.57 Unrealized
SPYV SPDR SER TR 0.1%
Value ($000) $850 Shares 20,233 Est. Cost $39.64 Unrealized
IYJ ISHARES TR 0.1%
Value ($000) $848 Shares 7,518 Est. Cost $131.16 Unrealized
INTC INTEL CORP 0.1%
Value ($000) $808 Shares 15,688 Est. Cost $44.62 Unrealized +6.0%
KKR KKR & CO INC 0.1%
Value ($000) $793 Shares 10,640 Est. Cost $24.49 Unrealized +190.9%
BLACKROCK TAX MUNICPAL BD TR 0.1%
Value ($000) $793 Shares 30,288 Est. Cost $24.63 Unrealized
VTR VENTAS INC 0.1%
Value ($000) $779 Shares 15,241 Est. Cost $39.84 Unrealized +13.2%
BNY MELLON STRATEGIC MUN BD 0.1%
Value ($000) $762 Shares 91,265 Est. Cost $7.93 Unrealized
FNLC FIRST BANCORP INC ME 0.1%
Value ($000) $757 Shares 24,121 Est. Cost $19.44 Unrealized +24.7%
SMH VANECK ETF TRUST 0.1%
Value ($000) $754 Shares 2,442 Est. Cost $227.65 Unrealized
BND VANGUARD BD INDEX FDS 0.1%
Value ($000) $746 Shares 8,806 Est. Cost $80.98 Unrealized
TGT TARGET CORP 0.1%
Value ($000) $743 Shares 3,208 Est. Cost $102.01 Unrealized +110.0%
STIP ISHARES TR 0.1%
Value ($000) $741 Shares 6,995 Est. Cost $105.93 Unrealized
VTEB VANGUARD MUN BD FDS 0.1%
Value ($000) $733 Shares 13,350 Est. Cost $54.99 Unrealized
INTERPUBLIC GROUP COS INC 0.1%
Value ($000) $720 Shares 19,213 Est. Cost $16.66 Unrealized +86.4%
ROYCE VALUE TR INC 0.1%
Value ($000) $699 Shares 35,689 Est. Cost $12.83 Unrealized
SCHO SCHWAB STRATEGIC TR 0.1%
Value ($000) $647 Shares 12,722 Est. Cost $50.13 Unrealized
GRPM INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $632 Shares 6,591 Est. Cost $91.77 Unrealized
TXN TEXAS INSTRS INC 0.1%
Value ($000) $631 Shares 3,349 Est. Cost $167.12 Unrealized +1.8%
PFF ISHARES TR 0.1%
Value ($000) $630 Shares 15,984 Est. Cost $39.18 Unrealized
VIOG VANGUARD ADMIRAL FDS INC 0.1%
Value ($000) $618 Shares 2,586 Est. Cost $230.64 Unrealized
IYM ISHARES TR 0.1%
Value ($000) $617 Shares 4,402 Est. Cost $130.18 Unrealized
RWJ INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $616 Shares 5,004 Est. Cost $120.52 Unrealized
PAGP PLAINS GP HLDGS L P 0.1%
Value ($000) $612 Shares 60,308 Est. Cost $12.19 Unrealized
BLACKROCK LTD DURATION INCOM 0.1%
Value ($000) $609 Shares 36,143 Est. Cost $16.69 Unrealized
PGF INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $601 Shares 31,950 Est. Cost $18.50 Unrealized
XMLV INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $595 Shares 10,178 Est. Cost $54.58 Unrealized
HYLS FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $574 Shares 12,004 Est. Cost $48.46 Unrealized
EIX EDISON INTL 0.1%
Value ($000) $571 Shares 8,361 Est. Cost $49.17 Unrealized +7.1%
DWAS INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $567 Shares 6,302 Est. Cost $89.97 Unrealized
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $566 Shares 1,479 Est. Cost $167.25 Unrealized +113.1%
ROK ROCKWELL AUTOMATION INC 0.1%
Value ($000) $558 Shares 1,600 Est. Cost $308.06 Unrealized 0.0%
PAYX PAYCHEX INC 0.1%
Value ($000) $555 Shares 4,063 Est. Cost $44.64 Unrealized +146.1%
MDY SPDR S&P MIDCAP 400 ETF TR 0.0%
Value ($000) $545 Shares 1,052 Est. Cost $336.17 Unrealized
ITB ISHARES TR 0.0%
Value ($000) $528 Shares 6,367 Est. Cost $60.87 Unrealized
KBWB INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $527 Shares 7,768 Est. Cost $67.84 Unrealized
NUVEEN QUALITY MUNCP INCOME 0.0%
Value ($000) $507 Shares 31,481 Est. Cost $14.82 Unrealized
XMUIX BLACKROCK MUNICIPAL INCOME 0.0%
Value ($000) $506 Shares 33,323 Est. Cost $14.56 Unrealized
SCHP SCHWAB STRATEGIC TR 0.0%
Value ($000) $502 Shares 7,977 Est. Cost $57.85 Unrealized
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $499 Shares 5,341 Est. Cost $62.99 Unrealized +22.8%
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $493 Shares 1,963 Est. Cost $138.09 Unrealized +53.9%
GLD SPDR GOLD TR 0.0%
Value ($000) $486 Shares 2,845 Est. Cost $149.41 Unrealized
VIGI VANGUARD WHITEHALL FDS 0.0%
Value ($000) $478 Shares 5,601 Est. Cost $64.98 Unrealized
XBKNX BLACKROCK INVT QUALITY MUN T 0.0%
Value ($000) $476 Shares 27,435 Est. Cost $15.06 Unrealized
SLX VANECK ETF TRUST 0.0%
Value ($000) $475 Shares 8,934 Est. Cost $34.40 Unrealized
DVY ISHARES TR 0.0%
Value ($000) $466 Shares 3,804 Est. Cost $114.85 Unrealized
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $464 Shares 11,074 Est. Cost $44.67 Unrealized -3.5%
SOUTHSTATE CORPORATION 0.0%
Value ($000) $464 Shares 5,787 Est. Cost $47.63 Unrealized
GLAXOSMITHKLINE PLC 0.0%
Value ($000) $458 Shares 10,390 Est. Cost $39.91 Unrealized
CLOU GLOBAL X FDS 0.0%
Value ($000) $458 Shares 17,271 Est. Cost $26.52 Unrealized
CCI CROWN CASTLE INTL CORP NEW 0.0%
Value ($000) $458 Shares 2,193 Est. Cost $155.91 Unrealized -3.8%
PCEF INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $452 Shares 18,679 Est. Cost $20.14 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $450 Shares 1,826 Est. Cost $165.39 Unrealized +25.3%
SPIB SPDR SER TR 0.0%
Value ($000) $441 Shares 12,194 Est. Cost $36.71 Unrealized
SUSA ISHARES TR 0.0%
Value ($000) $435 Shares 4,096 Est. Cost $101.62 Unrealized
XSD SPDR SER TR 0.0%
Value ($000) $433 Shares 1,781 Est. Cost $125.77 Unrealized
MGM MGM RESORTS INTERNATIONAL 0.0%
Value ($000) $423 Shares 9,428 Est. Cost $19.81 Unrealized +126.6%
USMV ISHARES TR 0.0%
Value ($000) $422 Shares 5,220 Est. Cost $68.62 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $420 Shares 8,488 Est. Cost $42.92 Unrealized
NUVEEN AMT FREE MUN CR INC F 0.0%
Value ($000) $412 Shares 22,972 Est. Cost $16.85 Unrealized
IGV ISHARES TR 0.0%
Value ($000) $406 Shares 1,021 Est. Cost $397.65 Unrealized
XBI SPDR SER TR 0.0%
Value ($000) $398 Shares 3,551 Est. Cost $92.94 Unrealized
NUVEEN FLOATING RATE INCOME 0.0%
Value ($000) $389 Shares 38,355 Est. Cost $11.54 Unrealized
EMLP FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $384 Shares 15,386 Est. Cost $24.44 Unrealized
MAR MARRIOTT INTL INC NEW 0.0%
Value ($000) $383 Shares 2,318 Est. Cost $151.70 Unrealized 0.0%
XHB SPDR SER TR 0.0%
Value ($000) $378 Shares 4,409 Est. Cost $57.75 Unrealized
VGT VANGUARD WORLD FDS 0.0%
Value ($000) $374 Shares 816 Est. Cost $353.82 Unrealized
ANGL VANECK ETF TRUST 0.0%
Value ($000) $372 Shares 11,283 Est. Cost $32.38 Unrealized
JCI JOHNSON CTLS INTL PLC 0.0%
Value ($000) $369 Shares 4,535 Est. Cost $58.93 Unrealized +18.2%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $369 Shares 5,081 Est. Cost $55.86 Unrealized +5.3%
IAGG ISHARES TR 0.0%
Value ($000) $369 Shares 6,762 Est. Cost $55.56 Unrealized
BNY MELLON MUN INCOME INC 0.0%
Value ($000) $367 Shares 41,905 Est. Cost $8.54 Unrealized
EATON VANCE LTD DURATION INC 0.0%
Value ($000) $367 Shares 28,005 Est. Cost $14.70 Unrealized
IYR ISHARES TR 0.0%
Value ($000) $364 Shares 3,130 Est. Cost $74.41 Unrealized
VIS VANGUARD WORLD FDS 0.0%
Value ($000) $363 Shares 1,789 Est. Cost $169.93 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $358 Shares 5,848 Est. Cost $62.97 Unrealized
ADNT ADIENT PLC 0.0%
Value ($000) $355 Shares 7,424 Est. Cost $16.28 Unrealized +175.4%
DE DEERE & CO 0.0%
Value ($000) $350 Shares 1,020 Est. Cost $233.76 Unrealized +40.6%
SOXX ISHARES TR 0.0%
Value ($000) $350 Shares 645 Est. Cost $382.71 Unrealized
USB US BANCORP DEL 0.0%
Value ($000) $349 Shares 6,213 Est. Cost $29.05 Unrealized +68.1%
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $348 Shares 8,342 Est. Cost $21.42 Unrealized +67.1%
GM GENERAL MTRS CO 0.0%
Value ($000) $347 Shares 5,918 Est. Cost $27.94 Unrealized +101.7%
DWS MUN INCOME TR 0.0%
Value ($000) $345 Shares 29,146 Est. Cost $10.59 Unrealized
BA BOEING CO 0.0%
Value ($000) $344 Shares 1,710 Est. Cost $185.10 Unrealized +14.1%
BLACKROCK MUNIYILD QULT FD I 0.0%
Value ($000) $344 Shares 21,336 Est. Cost $16.73 Unrealized
APOLLO GLOBAL MGMT INC 0.0%
Value ($000) $342 Shares 4,725 Est. Cost $37.74 Unrealized
FDIS FIDELITY COVINGTON TRUST 0.0%
Value ($000) $341 Shares 3,864 Est. Cost $81.37 Unrealized
NUVEEN MUNICIPAL CREDIT INC 0.0%
Value ($000) $341 Shares 19,952 Est. Cost $15.97 Unrealized
DOO BRP INC 0.0%
Value ($000) $338 Shares 3,850 Est. Cost $45.86 Unrealized +82.5%
SPYG SPDR SER TR 0.0%
Value ($000) $336 Shares 4,633 Est. Cost $56.55 Unrealized
XOP SPDR SER TR 0.0%
Value ($000) $333 Shares 3,470 Est. Cost $96.83 Unrealized
XRT SPDR SER TR 0.0%
Value ($000) $331 Shares 3,663 Est. Cost $67.14 Unrealized
IJT ISHARES TR 0.0%
Value ($000) $326 Shares 2,347 Est. Cost $121.35 Unrealized
HON HONEYWELL INTL INC 0.0%
Value ($000) $326 Shares 1,564 Est. Cost $105.61 Unrealized +75.2%
UNP UNION PAC CORP 0.0%
Value ($000) $319 Shares 1,269 Est. Cost $180.71 Unrealized +19.0%
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $316 Shares 1,675 Est. Cost $237.36 Unrealized -9.0%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $314 Shares 2,349 Est. Cost $106.49 Unrealized 0.0%
EBAY EBAY INC. 0.0%
Value ($000) $312 Shares 4,697 Est. Cost $66.11 Unrealized -0.1%
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $309 Shares 861 Est. Cost $324.17 Unrealized +6.1%
VYMI VANGUARD WHITEHALL FDS 0.0%
Value ($000) $307 Shares 4,565 Est. Cost $63.07 Unrealized
IWR ISHARES TR 0.0%
Value ($000) $306 Shares 3,686 Est. Cost $53.66 Unrealized
PNW PINNACLE WEST CAP CORP 0.0%
Value ($000) $306 Shares 4,331 Est. Cost $55.84 Unrealized 0.0%
XLF SELECT SECTOR SPDR TR 0.0%
Value ($000) $302 Shares 7,744 Est. Cost $37.54 Unrealized
WESTERN ASSET INTER MUNI FD 0.0%
Value ($000) $301 Shares 31,250 Est. Cost $9.77 Unrealized
FPE FIRST TR EXCH TRADED FD III 0.0%
Value ($000) $299 Shares 14,695 Est. Cost $20.22 Unrealized
HCA HCA HEALTHCARE INC 0.0%
Value ($000) $299 Shares 1,165 Est. Cost $168.96 Unrealized +39.7%
NUVEEN AMT FREE QLTY MUN INC 0.0%
Value ($000) $299 Shares 19,185 Est. Cost $14.54 Unrealized
TFC TRUIST FINL CORP 0.0%
Value ($000) $293 Shares 5,000 Est. Cost $36.01 Unrealized +38.0%
CAT CATERPILLAR INC 0.0%
Value ($000) $291 Shares 1,409 Est. Cost $157.63 Unrealized +18.4%
TT TRANE TECHNOLOGIES PLC 0.0%
Value ($000) $290 Shares 1,433 Est. Cost $130.29 Unrealized +37.0%
CALAMOS STRATEGIC TOTAL RETU 0.0%
Value ($000) $289 Shares 15,000 Est. Cost $17.73 Unrealized
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $289 Shares 2,188 Est. Cost $91.34 Unrealized +43.9%
EOG EOG RES INC 0.0%
Value ($000) $288 Shares 3,240 Est. Cost $58.82 Unrealized +24.6%
OKE ONEOK INC NEW 0.0%
Value ($000) $279 Shares 4,748 Est. Cost $35.37 Unrealized +40.3%
TFI SPDR SER TR 0.0%
Value ($000) $276 Shares 5,339 Est. Cost $51.94 Unrealized
ALNY ALNYLAM PHARMACEUTICALS INC 0.0%
Value ($000) $276 Shares 1,628 Est. Cost $151.14 Unrealized +23.0%
QCOM QUALCOMM INC 0.0%
Value ($000) $275 Shares 1,505 Est. Cost $146.06 Unrealized 0.0%
O REALTY INCOME CORP 0.0%
Value ($000) $275 Shares 3,837 Est. Cost $55.37 Unrealized 0.0%
FIXD FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $273 Shares 5,131 Est. Cost $54.59 Unrealized
HEFA ISHARES TR 0.0%
Value ($000) $272 Shares 7,705 Est. Cost $30.84 Unrealized
APD AIR PRODS & CHEMS INC 0.0%
Value ($000) $272 Shares 893 Est. Cost $153.73 Unrealized +71.5%
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $272 Shares 1,101 Est. Cost $131.55 Unrealized +59.9%
PAVE GLOBAL X FDS 0.0%
Value ($000) $271 Shares 9,430 Est. Cost $25.95 Unrealized
CB CHUBB LIMITED 0.0%
Value ($000) $269 Shares 1,393 Est. Cost $130.07 Unrealized +36.5%
SPT SPROUT SOCIAL INC 0.0%
Value ($000) $268 Shares 2,954 Est. Cost $110.43 Unrealized +2.6%
LMBS FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $266 Shares 5,314 Est. Cost $51.42 Unrealized
MS MORGAN STANLEY 0.0%
Value ($000) $266 Shares 2,712 Est. Cost $50.47 Unrealized +71.9%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $264 Shares 395 Est. Cost $466.00 Unrealized +32.5%
INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $261 Shares 37,375 Est. Cost $5.77 Unrealized
BLACKROCK MUNIHLDS INVSTM QL 0.0%
Value ($000) $260 Shares 17,500 Est. Cost $14.37 Unrealized
AGG ISHARES TR 0.0%
Value ($000) $258 Shares 2,262 Est. Cost $114.94 Unrealized
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $253 Shares 1,262 Est. Cost $138.54 Unrealized +25.8%
RSG REPUBLIC SVCS INC 0.0%
Value ($000) $252 Shares 1,807 Est. Cost $113.00 Unrealized +11.5%
FDX FEDEX CORP 0.0%
Value ($000) $251 Shares 972 Est. Cost $194.73 Unrealized +12.9%
IMCG ISHARES TR 0.0%
Value ($000) $250 Shares 3,420 Est. Cost $73.10 Unrealized
IDXX IDEXX LABS INC 0.0%
Value ($000) $250 Shares 380 Est. Cost $552.18 Unrealized +13.7%
MDYG SPDR SER TR 0.0%
Value ($000) $248 Shares 3,041 Est. Cost $69.32 Unrealized
CBRE CBRE GROUP INC 0.0%
Value ($000) $247 Shares 2,280 Est. Cost $56.51 Unrealized +81.3%
FTSL FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $247 Shares 5,144 Est. Cost $47.55 Unrealized
MPC MARATHON PETE CORP 0.0%
Value ($000) $246 Shares 3,848 Est. Cost $52.29 Unrealized +11.7%
BAX BAXTER INTL INC 0.0%
Value ($000) $243 Shares 2,828 Est. Cost $30.52 Unrealized +139.7%
CWB SPDR SER TR 0.0%
Value ($000) $239 Shares 2,883 Est. Cost $85.46 Unrealized
IPKW INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $238 Shares 5,976 Est. Cost $42.68 Unrealized
KDP KEURIG DR PEPPER INC 0.0%
Value ($000) $236 Shares 6,390 Est. Cost $26.01 Unrealized +21.5%
SQM SOCIEDAD QUIMICA Y MINERA DE 0.0%
Value ($000) $236 Shares 4,683 Est. Cost $47.35 Unrealized
HUM HUMANA INC 0.0%
Value ($000) $234 Shares 505 Est. Cost $424.84 Unrealized 0.0%
CMP COMPASS MINERALS INTL INC 0.0%
Value ($000) $234 Shares 4,589 Est. Cost $52.28 Unrealized +11.9%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $231 Shares 4,266 Est. Cost $50.95 Unrealized 0.0%
NET CLOUDFLARE INC 0.0%
Value ($000) $231 Shares 1,757 Est. Cost $38.28 Unrealized +337.7%
VOOV VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $226 Shares 1,495 Est. Cost $136.52 Unrealized
VHT VANGUARD WORLD FDS 0.0%
Value ($000) $226 Shares 847 Est. Cost $247.04 Unrealized
SPLV INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $226 Shares 3,290 Est. Cost $56.30 Unrealized
ILMN ILLUMINA INC 0.0%
Value ($000) $226 Shares 595 Est. Cost $402.76 Unrealized -5.9%
VAW VANGUARD WORLD FDS 0.0%
Value ($000) $224 Shares 1,139 Est. Cost $196.66 Unrealized
XMVTX BLACKROCK MUNIVEST FD II INC 0.0%
Value ($000) $224 Shares 14,150 Est. Cost $15.11 Unrealized
LBRDK LIBERTY BROADBAND CORP 0.0%
Value ($000) $221 Shares 1,373 Est. Cost $142.46 Unrealized +8.1%
HANCOCK JOHN PFD INCOME FD I 0.0%
Value ($000) $219 Shares 10,500 Est. Cost $20.88 Unrealized
HYEM VANECK ETF TRUST 0.0%
Value ($000) $218 Shares 9,725 Est. Cost $22.42 Unrealized
ACM AECOM 0.0%
Value ($000) $218 Shares 2,815 Est. Cost $67.52 Unrealized 0.0%
CROX CROCS INC 0.0%
Value ($000) $216 Shares 1,686 Est. Cost $154.04 Unrealized 0.0%
DLR DIGITAL RLTY TR INC 0.0%
Value ($000) $216 Shares 1,222 Est. Cost $138.11 Unrealized 0.0%
XLU SELECT SECTOR SPDR TR 0.0%
Value ($000) $215 Shares 3,005 Est. Cost $63.79 Unrealized
LLY LILLY ELI & CO 0.0%
Value ($000) $215 Shares 778 Est. Cost $243.85 Unrealized 0.0%
SPYM SPDR SER TR 0.0%
Value ($000) $214 Shares 3,836 Est. Cost $55.79 Unrealized
SILK RD MED INC 0.0%
Value ($000) $209 Shares 4,900 Est. Cost $42.56 Unrealized
CDK GLOBAL INC 0.0%
Value ($000) $208 Shares 4,989 Est. Cost $54.12 Unrealized
KMX CARMAX INC 0.0%
Value ($000) $208 Shares 1,594 Est. Cost $123.96 Unrealized +13.0%
KMI KINDER MORGAN INC DEL 0.0%
Value ($000) $208 Shares 13,103 Est. Cost $11.09 Unrealized +19.0%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.0%
Value ($000) $208 Shares 1,731 Est. Cost $120.16 Unrealized
NUVEEN MULTI-MKT INCOME FD 0.0%
Value ($000) $208 Shares 27,435 Est. Cost $7.54 Unrealized
CERNER CORP 0.0%
Value ($000) $205 Shares 2,210 Est. Cost $92.76 Unrealized
HANCOCK JOHN PFD INCOME FD 0.0%
Value ($000) $203 Shares 9,772 Est. Cost $20.67 Unrealized
IXUS ISHARES TR 0.0%
Value ($000) $202 Shares 2,852 Est. Cost $70.83 Unrealized
IEF ISHARES TR 0.0%
Value ($000) $201 Shares 1,744 Est. Cost $115.25 Unrealized
NVO NOVO-NORDISK A S 0.0%
Value ($000) $201 Shares 1,798 Est. Cost $111.79 Unrealized
VCR VANGUARD WORLD FDS 0.0%
Value ($000) $200 Shares 588 Est. Cost $340.14 Unrealized
FCVT FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $200 Shares 4,836 Est. Cost $49.21 Unrealized
FXN FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $197 Shares 16,540 Est. Cost $9.10 Unrealized
HANCOCK JOHN INVS TR 0.0%
Value ($000) $196 Shares 10,116 Est. Cost $15.80 Unrealized
TCW STRATEGIC INCOME FD INC 0.0%
Value ($000) $181 Shares 31,340 Est. Cost $5.51 Unrealized
VTRS VIATRIS INC 0.0%
Value ($000) $168 Shares 12,451 Est. Cost $13.16 Unrealized -15.6%
BLACKROCK MUNIASSETS FD INC 0.0%
Value ($000) $163 Shares 11,000 Est. Cost $12.67 Unrealized
WESTERN ASSET MANAGED MUNS F 0.0%
Value ($000) $154 Shares 11,790 Est. Cost $12.71 Unrealized
FNB F N B CORP 0.0%
Value ($000) $137 Shares 11,283 Est. Cost $9.82 Unrealized +6.1%
PHUNWARE INC 0.0%
Value ($000) $135 Shares 51,212 Est. Cost $2.64 Unrealized
CPRX CATALYST PHARMACEUTICALS INC 0.0%
Value ($000) $129 Shares 19,000 Est. Cost $0.81 Unrealized +715.9%
HIGH INCOME SECS FD 0.0%
Value ($000) $127 Shares 14,708 Est. Cost $9.40 Unrealized
BLACKROCK INCOME TR INC 0.0%
Value ($000) $120 Shares 21,310 Est. Cost $6.74 Unrealized
OMEX ODYSSEY MARINE EXPL INC 0.0%
Value ($000) $63 Shares 12,095 Est. Cost $3.63 Unrealized +66.9%
MFS INTER INCOME TR 0.0%
Value ($000) $57 Shares 15,840 Est. Cost $5.29 Unrealized
LYG LLOYDS BANKING GROUP PLC 0.0%
Value ($000) $35 Shares 13,721 Est. Cost $2.55 Unrealized
NEW ORIENTAL ED & TECHNOLOGY 0.0%
Value ($000) $26 Shares 12,500 Est. Cost $2.08 Unrealized
EXELA TECHNOLOGIES INC 0.0%
Value ($000) $11 Shares 12,500 Est. Cost $0.88 Unrealized