WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC Diversified Active

CIK: 0001812177 · Show all filings

Period: Q3 2020 (← Previous) (Next →)

Filing Date: Nov 13, 2020

Total Value ($000): $123,321 (100.0% shares, 0.0% debt)

Holdings (361)

IWF iShares Russell 1000 Growth - ETF 5.5%
Value ($000) $6,773 Shares 31,228 Est. Cost $175.93 Unrealized
VYM Vanguard High Dividend ETF 4.5%
Value ($000) $5,566 Shares 68,779 Est. Cost $93.23 Unrealized
CCI Crown Castle 4.5%
Value ($000) $5,499 Shares 33,028 Est. Cost $104.19 Unrealized +23.9%
AAPL Apple 4.3%
Value ($000) $5,280 Shares 45,593 Est. Cost $93.28 Unrealized +13.6%
LMT Lockheed Martin 4.3%
Value ($000) $5,264 Shares 13,735 Est. Cost $324.81 Unrealized +1.3%
ABBV Abbvie 3.9%
Value ($000) $4,810 Shares 54,913 Est. Cost $64.70 Unrealized +17.9%
MRK Merck & Co 3.9%
Value ($000) $4,749 Shares 57,248 Est. Cost $67.55 Unrealized -2.4%
CAT Caterpillar Inc 3.8%
Value ($000) $4,637 Shares 31,087 Est. Cost $123.01 Unrealized +3.1%
VZ Verizon 3.6%
Value ($000) $4,443 Shares 74,679 Est. Cost $42.79 Unrealized -0.5%
CSCO Cisco 3.6%
Value ($000) $4,432 Shares 112,506 Est. Cost $38.56 Unrealized -3.9%
DUK Duke Energy Corp 3.3%
Value ($000) $4,107 Shares 46,376 Est. Cost $71.81 Unrealized -7.1%
GILD Gilead Sciences 3.1%
Value ($000) $3,845 Shares 60,849 Est. Cost $54.93 Unrealized +2.2%
CVS CVS Health Corp 3.1%
Value ($000) $3,809 Shares 65,230 Est. Cost $57.78 Unrealized -9.3%
Juniper Networks 2.7%
Value ($000) $3,333 Shares 155,014 Est. Cost $19.17 Unrealized
Walgreens Boots Alliance 2.7%
Value ($000) $3,327 Shares 92,633 Est. Cost $42.28 Unrealized
MO Altria Group 2.6%
Value ($000) $3,250 Shares 84,099 Est. Cost $28.66 Unrealized -5.2%
WELL Welltower 2.5%
Value ($000) $3,128 Shares 56,781 Est. Cost $71.12 Unrealized -33.5%
MA MASTERCARD INCORPORATED CL A 2.2%
Value ($000) $2,673 Shares 7,904 Est. Cost $272.58 Unrealized +15.8%
EXC Exelon 2.0%
Value ($000) $2,455 Shares 68,658 Est. Cost $21.91 Unrealized 0.0%
CVX Chevron 2.0%
Value ($000) $2,435 Shares 33,822 Est. Cost $89.18 Unrealized -25.4%
JPM JPMorgan Chase 1.9%
Value ($000) $2,339 Shares 24,294 Est. Cost $82.62 Unrealized +3.4%
HLI Houlihan Lokey 1.9%
Value ($000) $2,295 Shares 38,867 Est. Cost $51.77 Unrealized 0.0%
ACN Accenture 1.7%
Value ($000) $2,110 Shares 9,337 Est. Cost $175.75 Unrealized +20.8%
SCHD Schwab US Dividend Equity ETF 1.5%
Value ($000) $1,878 Shares 33,964 Est. Cost $46.14 Unrealized
AMZN Amazon 1.4%
Value ($000) $1,681 Shares 534 Est. Cost $89.46 Unrealized +76.2%
PG PROCTER AND GAMBLE CO COM 1.3%
Value ($000) $1,632 Shares 11,741 Est. Cost $105.24 Unrealized +10.6%
DVY iShares Select Dividend ETF 1.2%
Value ($000) $1,515 Shares 18,582 Est. Cost $74.06 Unrealized
MSFT Microsoft 1.2%
Value ($000) $1,430 Shares 6,800 Est. Cost $142.01 Unrealized +41.4%
V VISA INC COM CL A 1.0%
Value ($000) $1,283 Shares 6,418 Est. Cost $172.94 Unrealized +11.1%
HPQ HP Inc. 0.9%
Value ($000) $1,064 Shares 56,034 Est. Cost $15.38 Unrealized -1.4%
IBM International Business Machines 0.9%
Value ($000) $1,050 Shares 8,633 Est. Cost $99.33 Unrealized -5.5%
VOO VANGUARD S&P 500 ETF 0.8%
Value ($000) $1,013 Shares 3,292 Est. Cost $243.12 Unrealized
META FACEBOOK INC CL A 0.7%
Value ($000) $802 Shares 3,064 Est. Cost $192.35 Unrealized +33.1%
SGRY SURGERY PARTNERS INC COM 0.6%
Value ($000) $715 Shares 32,632 Est. Cost $11.34 Unrealized +56.7%
IVV iShares Core S&P 500 - ETF 0.5%
Value ($000) $629 Shares 1,872 Est. Cost $321.33 Unrealized
TJX TJX COS INC NEW COM 0.5%
Value ($000) $580 Shares 10,421 Est. Cost $54.60 Unrealized -8.3%
BLACKROCK SCIENCE & TECHNOLOGY SHS 0.4%
Value ($000) $483 Shares 11,227 Est. Cost $35.40 Unrealized
TMUS T-Mobile 0.4%
Value ($000) $445 Shares 3,887 Est. Cost $76.01 Unrealized +40.9%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A 0.4%
Value ($000) $435 Shares 6,273 Est. Cost $56.34 Unrealized +6.4%
EHC ENCOMPASS HEALTH CORP COM 0.4%
Value ($000) $434 Shares 6,681 Est. Cost $50.37 Unrealized -4.2%
KBA KRANESHARES BOSERA MSCI CHINA A ETF 0.3%
Value ($000) $419 Shares 10,615 Est. Cost $34.29 Unrealized
IWD iShares Russell 1000 Value - ETF 0.3%
Value ($000) $382 Shares 3,237 Est. Cost $136.41 Unrealized
BAX Baxter 0.3%
Value ($000) $366 Shares 4,556 Est. Cost $73.38 Unrealized +2.5%
GOOG Alphabet C 0.3%
Value ($000) $362 Shares 246 Est. Cost $64.43 Unrealized +17.5%
EXAS EXACT SCIENCES CORP COM 0.3%
Value ($000) $349 Shares 3,420 Est. Cost $85.95 Unrealized +0.5%
WFC Wells Fargo 0.3%
Value ($000) $321 Shares 13,664 Est. Cost $44.70 Unrealized -51.2%
JNJ JOHNSON & JOHNSON COM 0.3%
Value ($000) $317 Shares 2,127 Est. Cost $114.73 Unrealized +10.7%
VOE Vanguard Mid-Cap Value 0.2%
Value ($000) $301 Shares 2,966 Est. Cost $119.18 Unrealized
MCD MCDONALDS CORP COM 0.2%
Value ($000) $294 Shares 1,339 Est. Cost $171.93 Unrealized +5.5%
IJK iShares S&P Mid-Cap 400 Growth - ETF 0.2%
Value ($000) $275 Shares 1,149 Est. Cost $238.22 Unrealized
BARRICK GOLD CORP COM 0.2%
Value ($000) $262 Shares 9,325 Est. Cost $22.19 Unrealized
HPE Hewlett Packard Enterprise 0.2%
Value ($000) $260 Shares 27,732 Est. Cost $11.21 Unrealized -27.9%
IVW iShares S&P 500 Growth - ETF 0.2%
Value ($000) $255 Shares 1,105 Est. Cost $193.71 Unrealized
RLI RLI CORP COM 0.2%
Value ($000) $251 Shares 3,001 Est. Cost $37.93 Unrealized -5.3%
LHX L3HARRIS TECHNOLOGIES INC COM 0.2%
Value ($000) $243 Shares 1,431 Est. Cost $177.58 Unrealized -11.5%
GOOGL Alphabet A 0.2%
Value ($000) $240 Shares 164 Est. Cost $64.15 Unrealized +17.9%
CME CME 0.2%
Value ($000) $238 Shares 1,421 Est. Cost $162.02 Unrealized -15.9%
TSLA Tesla 0.2%
Value ($000) $234 Shares 545 Est. Cost $107.64 Unrealized +9.7%
SBUX STARBUCKS CORP COM 0.2%
Value ($000) $217 Shares 2,528 Est. Cost $74.22 Unrealized -4.6%
ALLIANZGI DIVERSIFIED INCOME & COM 0.2%
Value ($000) $210 Shares 8,292 Est. Cost $24.12 Unrealized
COST COSTCO WHSL CORP NEW COM 0.2%
Value ($000) $205 Shares 577 Est. Cost $271.52 Unrealized +13.8%
CITRIX SYS INC COM 0.2%
Value ($000) $203 Shares 1,471 Est. Cost $110.67 Unrealized
APOLLO GLOBAL MGMT INC COM CL A 0.2%
Value ($000) $197 Shares 4,400 Est. Cost $47.73 Unrealized
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.2%
Value ($000) $195 Shares 665 Est. Cost $212.23 Unrealized
TTD Trade Desk 0.2%
Value ($000) $195 Shares 376 Est. Cost $22.50 Unrealized +103.0%
NUVEEN PFD & INCM SECURTIES FD COM 0.2%
Value ($000) $194 Shares 22,068 Est. Cost $9.41 Unrealized
TGT Target 0.2%
Value ($000) $186 Shares 1,184 Est. Cost $95.61 Unrealized +24.1%
KMI KINDER MORGAN INC DEL COM 0.2%
Value ($000) $185 Shares 14,965 Est. Cost $12.55 Unrealized -19.4%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.1%
Value ($000) $173 Shares 814 Est. Cost $217.17 Unrealized -5.8%
SPY SPDR S&P 500 ETF 0.1%
Value ($000) $166 Shares 494 Est. Cost $322.79 Unrealized
Z ZILLOW GROUP INC CL C CAP STK 0.1%
Value ($000) $163 Shares 1,600 Est. Cost $78.10 Unrealized 0.0%
REGN REGENERON PHARMACEUTICALS COM 0.1%
Value ($000) $163 Shares 292 Est. Cost $334.59 Unrealized +80.2%
NKE NIKE INC CL B 0.1%
Value ($000) $162 Shares 1,292 Est. Cost $86.82 Unrealized +14.8%
XOM EXXON MOBIL CORP COM 0.1%
Value ($000) $161 Shares 4,686 Est. Cost $51.72 Unrealized -37.5%
WMT WALMART INC COM 0.1%
Value ($000) $157 Shares 1,121 Est. Cost $36.27 Unrealized +13.9%
AMGN AMGEN INC COM 0.1%
Value ($000) $152 Shares 598 Est. Cost $182.81 Unrealized +14.6%
PGX INVESCO PREFERRED ETF 0.1%
Value ($000) $149 Shares 10,125 Est. Cost $14.72 Unrealized
VT VANGUARD TOTAL WORLD STOCK INDEX FUND 0.1%
Value ($000) $148 Shares 1,833 Est. Cost $80.71 Unrealized
QLD PROSHARES ULTRA QQQ 0.1%
Value ($000) $147 Shares 1,600 Est. Cost $107.19 Unrealized
EW EDWARDS LIFESCIENCES CORP COM 0.1%
Value ($000) $147 Shares 1,842 Est. Cost $73.44 Unrealized +6.2%
HD Home Depot 0.1%
Value ($000) $142 Shares 511 Est. Cost $194.80 Unrealized +22.0%
DOCU DOCUSIGN INC COM 0.1%
Value ($000) $139 Shares 647 Est. Cost $68.71 Unrealized +202.1%
FSLY FASTLY INC CL A 0.1%
Value ($000) $139 Shares 1,489 Est. Cost $21.08 Unrealized +311.6%
CI CIGNA CORP NEW COM 0.1%
Value ($000) $135 Shares 795 Est. Cost $167.82 Unrealized -4.0%
NFLX Netflix 0.1%
Value ($000) $131 Shares 261 Est. Cost $35.24 Unrealized +41.2%
INTC Intel 0.1%
Value ($000) $119 Shares 2,297 Est. Cost $49.26 Unrealized -5.5%
ORCL ORACLE CORP COM 0.1%
Value ($000) $119 Shares 1,998 Est. Cost $50.44 Unrealized +4.6%
BIP BROOKFIELD INFRAST PARTNERS LP LP INT UNIT 0.1%
Value ($000) $114 Shares 2,400 Est. Cost $47.50 Unrealized
DECK DECKERS OUTDOOR CORP COM 0.1%
Value ($000) $110 Shares 500 Est. Cost $26.52 Unrealized +30.4%
DNLI DENALI THERAPEUTICS INC COM 0.1%
Value ($000) $107 Shares 3,000 Est. Cost $30.12 Unrealized 0.0%
PIMCO DYNAMIC CR INCOME FD COM SHS 0.1%
Value ($000) $106 Shares 5,275 Est. Cost $20.09 Unrealized
INFY INFOSYS LTD SPONSORED ADR 0.1%
Value ($000) $105 Shares 7,600 Est. Cost $10.26 Unrealized
FLAHERTY & CRUMRINE DYN PFD SHS 0.1%
Value ($000) $105 Shares 3,850 Est. Cost $27.27 Unrealized
ABR ARBOR REALTY TRUST INC COM 0.1%
Value ($000) $103 Shares 9,000 Est. Cost $11.44 Unrealized
FLAHERTY & CRUMRINE PFD INCOME COM 0.1%
Value ($000) $101 Shares 6,136 Est. Cost $16.46 Unrealized
LITE LUMENTUM HLDGS INC COM 0.1%
Value ($000) $101 Shares 1,350 Est. Cost $65.46 Unrealized +26.6%
DOUBLELINE INCOME SOLUTIONS FD COM 0.1%
Value ($000) $98 Shares 6,100 Est. Cost $16.07 Unrealized
GDOT GREEN DOT CORP CL A 0.1%
Value ($000) $96 Shares 1,890 Est. Cost $24.93 Unrealized +105.7%
EPD ENTERPRISE PRODS PARTNERS L P COM 0.1%
Value ($000) $92 Shares 5,800 Est. Cost $15.86 Unrealized
IONS IONIS PHARMACEUTICALS INC COM 0.1%
Value ($000) $90 Shares 1,900 Est. Cost $59.58 Unrealized -6.8%
CMCSA Comcast 0.1%
Value ($000) $84 Shares 1,823 Est. Cost $37.86 Unrealized -0.6%
IRBTQ IROBOT CORP COM 0.1%
Value ($000) $80 Shares 1,060 Est. Cost $49.87 Unrealized +54.5%
SWKS SKYWORKS SOLUTIONS INC COM 0.1%
Value ($000) $74 Shares 506 Est. Cost $84.82 Unrealized +43.4%
Twitter 0.1%
Value ($000) $73 Shares 1,650 Est. Cost $32.12 Unrealized
FBIN FORTUNE BRANDS HOME & SEC INC COM 0.1%
Value ($000) $71 Shares 823 Est. Cost $47.96 Unrealized +28.6%
KSS KOHLS CORP COM 0.1%
Value ($000) $70 Shares 3,762 Est. Cost $49.56 Unrealized -57.3%
BDX BECTON DICKINSON & CO COM 0.1%
Value ($000) $69 Shares 295 Est. Cost $226.44 Unrealized -0.5%
APD AIR PRODS & CHEMS INC COM 0.1%
Value ($000) $69 Shares 231 Est. Cost $194.62 Unrealized +29.4%
ACWV ISHARES MSCI GLOBAL MIN VOL FACTOR ETF 0.1%
Value ($000) $68 Shares 736 Est. Cost $88.10 Unrealized
PANW PALO ALTO NETWORKS INC COM 0.1%
Value ($000) $68 Shares 279 Est. Cost $34.91 Unrealized +19.2%
ADBE Adobe 0.1%
Value ($000) $67 Shares 137 Est. Cost $294.23 Unrealized +58.1%
ICHR ICHOR HOLDINGS SHS 0.1%
Value ($000) $63 Shares 2,900 Est. Cost $29.80 Unrealized -10.8%
AEP American Electric Power 0.1%
Value ($000) $62 Shares 759 Est. Cost $74.24 Unrealized -8.7%
TXN TEXAS INSTRS INC COM 0.0%
Value ($000) $60 Shares 418 Est. Cost $103.75 Unrealized +12.6%
General Electric 0.0%
Value ($000) $59 Shares 9,409 Est. Cost $11.12 Unrealized
PEP PepsiCo 0.0%
Value ($000) $58 Shares 421 Est. Cost $112.77 Unrealized +2.1%
SPGI S&P GLOBAL INC COM 0.0%
Value ($000) $54 Shares 148 Est. Cost $246.86 Unrealized +36.7%
HON HONEYWELL INTL INC COM 0.0%
Value ($000) $54 Shares 330 Est. Cost $143.91 Unrealized -7.4%
NSC NORFOLK SOUTHN CORP COM 0.0%
Value ($000) $53 Shares 249 Est. Cost $165.56 Unrealized +8.7%
XILINX INC COM 0.0%
Value ($000) $52 Shares 499 Est. Cost $96.97 Unrealized
AXP AMERICAN EXPRESS CO COM 0.0%
Value ($000) $52 Shares 516 Est. Cost $110.13 Unrealized -16.6%
FAST FASTENAL CO COM 0.0%
Value ($000) $51 Shares 1,130 Est. Cost $15.30 Unrealized +31.1%
PINS PINTEREST INC CL A 0.0%
Value ($000) $50 Shares 1,200 Est. Cost $21.59 Unrealized +51.0%
ZTS ZOETIS INC CL A 0.0%
Value ($000) $49 Shares 299 Est. Cost $118.59 Unrealized +23.7%
ISRG INTUITIVE SURGICAL INC COM NEW 0.0%
Value ($000) $49 Shares 69 Est. Cost $187.24 Unrealized +19.9%
MGA MAGNA INTL INC COM 0.0%
Value ($000) $48 Shares 1,054 Est. Cost $44.44 Unrealized -8.7%
GW PHARMACEUTICALS PLC ADS 0.0%
Value ($000) $47 Shares 486 Est. Cost $96.71 Unrealized
FNKO FUNKO INC COM CL A 0.0%
Value ($000) $46 Shares 7,860 Est. Cost $14.98 Unrealized -60.9%
IWP ISHARES RUSSELL MID-CAP GROWTH ETF 0.0%
Value ($000) $45 Shares 262 Est. Cost $160.51 Unrealized
IWR ISHARES RUSSELL MID-CAP ETF 0.0%
Value ($000) $44 Shares 770 Est. Cost $54.36 Unrealized
PGR PROGRESSIVE CORP COM 0.0%
Value ($000) $43 Shares 450 Est. Cost $59.39 Unrealized +28.8%
VO VANGUARD MID-CAP INDEX FUND 0.0%
Value ($000) $43 Shares 242 Est. Cost $169.30 Unrealized
MOAT VANECK VECTORS MORNINGSTAR WIDE MOAT ETF 0.0%
Value ($000) $43 Shares 782 Est. Cost $53.33 Unrealized
YELP YELP INC CL A 0.0%
Value ($000) $43 Shares 2,125 Est. Cost $33.65 Unrealized -32.3%
EBAY EBAY INC. COM 0.0%
Value ($000) $43 Shares 826 Est. Cost $32.64 Unrealized +53.9%
NOC NORTHROP GRUMMAN CORP COM 0.0%
Value ($000) $42 Shares 132 Est. Cost $317.67 Unrealized -6.2%
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $41 Shares 500 Est. Cost $48.17 Unrealized +54.1%
DXC DXC TECHNOLOGY CO COM 0.0%
Value ($000) $40 Shares 2,232 Est. Cost $26.85 Unrealized -32.1%
HOLX HOLOGIC INC COM 0.0%
Value ($000) $40 Shares 600 Est. Cost $49.79 Unrealized +27.1%
OAK STR HEALTH INC COM 0.0%
Value ($000) $40 Shares 750 Est. Cost $53.33 Unrealized
QQQ INVESCO QQQ TRUST 0.0%
Value ($000) $39 Shares 141 Est. Cost $247.36 Unrealized
CDW CDW CORP COM 0.0%
Value ($000) $39 Shares 329 Est. Cost $122.84 Unrealized -12.7%
WDC WESTERN DIGITAL CORP. COM 0.0%
Value ($000) $37 Shares 1,023 Est. Cost $40.59 Unrealized -27.0%
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.0%
Value ($000) $36 Shares 161 Est. Cost $209.44 Unrealized
ROST ROSS STORES INC COM 0.0%
Value ($000) $36 Shares 389 Est. Cost $105.92 Unrealized -19.9%
JD JD.COM INC SPON ADR CL A 0.0%
Value ($000) $36 Shares 470 Est. Cost $36.17 Unrealized
AMCX AMC NETWORKS INC CL A 0.0%
Value ($000) $35 Shares 1,400 Est. Cost $33.88 Unrealized -29.1%
A AGILENT TECHNOLOGIES INC COM 0.0%
Value ($000) $33 Shares 328 Est. Cost $75.45 Unrealized +23.6%
BA BOEING CO COM 0.0%
Value ($000) $33 Shares 200 Est. Cost $346.15 Unrealized -50.8%
DIS DISNEY WALT CO COM DISNEY 0.0%
Value ($000) $33 Shares 263 Est. Cost $132.69 Unrealized -8.0%
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.0%
Value ($000) $31 Shares 261 Est. Cost $116.28 Unrealized
UPS UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $31 Shares 188 Est. Cost $87.09 Unrealized +34.7%
SLYG SPDR S&P 600 SMALL CAP GROWTH ETF 0.0%
Value ($000) $30 Shares 507 Est. Cost $58.21 Unrealized
LOW LOWES COS INC COM 0.0%
Value ($000) $29 Shares 174 Est. Cost $127.59 Unrealized +9.6%
PHM PULTE GROUP INC COM 0.0%
Value ($000) $28 Shares 612 Est. Cost $36.45 Unrealized +11.2%
HANESBRANDS INC COM 0.0%
Value ($000) $27 Shares 1,719 Est. Cost $14.90 Unrealized
PYPL PayPal 0.0%
Value ($000) $27 Shares 138 Est. Cost $103.97 Unrealized +80.7%
ABBNY ABB LTD SPONSORED ADR 0.0%
Value ($000) $27 Shares 1,055 Est. Cost $24.32 Unrealized
FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND 0.0%
Value ($000) $26 Shares 840 Est. Cost $35.71 Unrealized
FISV FISERV INC COM 0.0%
Value ($000) $25 Shares 238 Est. Cost $110.41 Unrealized -9.8%
CRWD CROWDSTRIKE HLDGS INC CL A 0.0%
Value ($000) $25 Shares 182 Est. Cost $80.20 Unrealized +45.3%
AMT AMERICAN TOWER CORP NEW COM 0.0%
Value ($000) $24 Shares 100 Est. Cost $183.82 Unrealized +17.9%
TMO THERMO FISHER SCIENTIFIC INC COM 0.0%
Value ($000) $24 Shares 55 Est. Cost $389.78 Unrealized +4.5%
GLW CORNING INC COM 0.0%
Value ($000) $24 Shares 746 Est. Cost $24.43 Unrealized +9.1%
CRM SALESFORCE COM INC COM 0.0%
Value ($000) $23 Shares 90 Est. Cost $180.65 Unrealized +19.7%
MESOBLAST LTD SPONS ADR 0.0%
Value ($000) $23 Shares 1,240 Est. Cost $18.55 Unrealized
SPLUNK INC COM 0.0%
Value ($000) $23 Shares 120 Est. Cost $150.00 Unrealized
IWB iShares Russell 1000 - ETF 0.0%
Value ($000) $20 Shares 107 Est. Cost $175.82 Unrealized
FSK FS KKR CAPITAL CORP COM 0.0%
Value ($000) $20 Shares 1,250 Est. Cost $7.29 Unrealized 0.0%
DLB DOLBY LABORATORIES INC COM CL A 0.0%
Value ($000) $20 Shares 302 Est. Cost $60.42 Unrealized +3.4%
UNH UNITEDHEALTH GROUP INC COM 0.0%
Value ($000) $20 Shares 64 Est. Cost $236.60 Unrealized +18.9%
EPAM EPAM SYS INC COM 0.0%
Value ($000) $20 Shares 62 Est. Cost $196.74 Unrealized +51.8%
XEL XCEL ENERGY INC COM 0.0%
Value ($000) $19 Shares 282 Est. Cost $51.71 Unrealized +11.3%
D Dominion Energy 0.0%
Value ($000) $19 Shares 245 Est. Cost $62.41 Unrealized -0.6%
NCLH NORWEGIAN CRUISE LINE HLDG LTD SHS 0.0%
Value ($000) $19 Shares 1,120 Est. Cost $46.02 Unrealized -65.6%
SLACK TECHNOLOGIES INC COM CL A 0.0%
Value ($000) $19 Shares 711 Est. Cost $26.72 Unrealized
EIX EDISON INTL COM 0.0%
Value ($000) $19 Shares 378 Est. Cost $53.74 Unrealized -22.4%
AMAT APPLIED MATLS INC COM 0.0%
Value ($000) $18 Shares 300 Est. Cost $53.00 Unrealized +11.1%
ETN Eaton Corp 0.0%
Value ($000) $18 Shares 176 Est. Cost $79.69 Unrealized +11.9%
ROK ROCKWELL AUTOMATION INC COM 0.0%
Value ($000) $17 Shares 77 Est. Cost $167.73 Unrealized +21.4%
SHW SHERWIN WILLIAMS CO COM 0.0%
Value ($000) $17 Shares 24 Est. Cost $180.64 Unrealized +15.3%
ALEXION PHARMACEUTICALS INC COM 0.0%
Value ($000) $17 Shares 146 Est. Cost $92.51 Unrealized
MDT MEDTRONIC PLC SHS 0.0%
Value ($000) $17 Shares 163 Est. Cost $89.91 Unrealized -4.1%
VTR VENTAS INC COM 0.0%
Value ($000) $17 Shares 400 Est. Cost $45.88 Unrealized -28.0%
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $16 Shares 118 Est. Cost $129.31 Unrealized
AVGO BROADCOM INC COM 0.0%
Value ($000) $16 Shares 43 Est. Cost $25.13 Unrealized +18.0%
KEY KeyCorp 0.0%
Value ($000) $16 Shares 1,344 Est. Cost $13.93 Unrealized -32.6%
KEYS KEYSIGHT TECHNOLOGIES INC COM 0.0%
Value ($000) $16 Shares 164 Est. Cost $102.35 Unrealized -4.0%
NEW YORK CMNTY BANCORP INC COM 0.0%
Value ($000) $15 Shares 1,835 Est. Cost $11.49 Unrealized
TIP ISHARES TIPS BOND ETF 0.0%
Value ($000) $15 Shares 119 Est. Cost $117.65 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $15 Shares 641 Est. Cost $30.88 Unrealized
NJR NEW JERSEY RES CORP COM 0.0%
Value ($000) $15 Shares 570 Est. Cost $34.36 Unrealized -27.6%
PPG PPG INDS INC COM 0.0%
Value ($000) $15 Shares 124 Est. Cost $112.51 Unrealized -6.4%
LLY LILLY ELI & CO COM 0.0%
Value ($000) $15 Shares 105 Est. Cost $111.92 Unrealized +30.3%
BKNG BOOKING HOLDINGS INC COM 0.0%
Value ($000) $15 Shares 9 Est. Cost $1931.44 Unrealized -10.5%
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF 0.0%
Value ($000) $14 Shares 52 Est. Cost $285.71 Unrealized
PLAY DAVE & BUSTERS ENTMT INC COM 0.0%
Value ($000) $14 Shares 903 Est. Cost $40.04 Unrealized -63.2%
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $14 Shares 179 Est. Cost $59.11 Unrealized +13.9%
RTX RAYTHEON TECHNOLOGIES CORP COM 0.0%
Value ($000) $14 Shares 252 Est. Cost $56.72 Unrealized -5.3%
LOCO EL POLLO LOCO HLDGS INC COM 0.0%
Value ($000) $13 Shares 825 Est. Cost $13.97 Unrealized +17.9%
IEFA ISHARES CORE MSCI EAFE ETF 0.0%
Value ($000) $13 Shares 219 Est. Cost $49.55 Unrealized
CSX CSX CORP COM 0.0%
Value ($000) $13 Shares 163 Est. Cost $21.78 Unrealized +5.4%
WCN WASTE CONNECTIONS INC COM 0.0%
Value ($000) $13 Shares 130 Est. Cost $87.05 Unrealized +10.8%
SO SOUTHERN CO COM 0.0%
Value ($000) $13 Shares 240 Est. Cost $48.90 Unrealized -11.0%
IBB ISHARES NASDAQ BIOTECHNOLOGY INDEX FUND 0.0%
Value ($000) $12 Shares 85 Est. Cost $124.29 Unrealized
ANSYS INC COM 0.0%
Value ($000) $12 Shares 38 Est. Cost $263.16 Unrealized
RL RALPH LAUREN CORP CL A 0.0%
Value ($000) $12 Shares 182 Est. Cost $93.76 Unrealized -31.3%
AYI ACUITY BRANDS INC COM 0.0%
Value ($000) $11 Shares 106 Est. Cost $107.61 Unrealized -6.0%
NUVEEN AMT FREE QLTY MUN INCME COM 0.0%
Value ($000) $11 Shares 760 Est. Cost $13.49 Unrealized
ED CONSOLIDATED EDISON INC COM 0.0%
Value ($000) $10 Shares 128 Est. Cost $71.77 Unrealized -15.3%
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.0%
Value ($000) $10 Shares 89 Est. Cost $79.91 Unrealized
MPC MARATHON PETE CORP COM 0.0%
Value ($000) $10 Shares 337 Est. Cost $51.18 Unrealized -41.1%
FITB FIFTH THIRD BANCORP COM 0.0%
Value ($000) $10 Shares 451 Est. Cost $19.88 Unrealized -17.8%
NUVEEN QUALITY MUNCP INCOME FD COM 0.0%
Value ($000) $10 Shares 678 Est. Cost $13.61 Unrealized
FOCUS FINL PARTNERS INC COM CL A 0.0%
Value ($000) $10 Shares 300 Est. Cost $30.00 Unrealized
BLACKROCK INC COM 0.0%
Value ($000) $10 Shares 17 Est. Cost $529.41 Unrealized
BMY BRISTOL-MYERS SQUIBB CO COM 0.0%
Value ($000) $10 Shares 164 Est. Cost $47.92 Unrealized +1.4%
TRV TRAVELERS COMPANIES INC COM 0.0%
Value ($000) $10 Shares 90 Est. Cost $118.99 Unrealized -13.9%
T AT&T 0.0%
Value ($000) $10 Shares 362 Est. Cost $18.73 Unrealized -16.9%
F FORD MTR CO DEL COM 0.0%
Value ($000) $9 Shares 1,300 Est. Cost $6.68 Unrealized -23.1%
C CITIGROUP INC COM NEW 0.0%
Value ($000) $9 Shares 200 Est. Cost $59.26 Unrealized -30.8%
MTG MGIC INVT CORP WIS COM 0.0%
Value ($000) $9 Shares 1,014 Est. Cost $13.86 Unrealized -38.5%
ABERDEEN TOTAL DYNAMIC DIVD FD COM SH BEN INT 0.0%
Value ($000) $8 Shares 1,010 Est. Cost $6.30 Unrealized
PM PHILIP MORRIS INTL INC COM 0.0%
Value ($000) $8 Shares 109 Est. Cost $60.01 Unrealized -1.9%
AMLP ALERIAN MLP ETF 0.0%
Value ($000) $8 Shares 414 Est. Cost $24.71 Unrealized
WESTERN ASSET EMERGING MKTS DE COM 0.0%
Value ($000) $8 Shares 686 Est. Cost $12.12 Unrealized
ALLIANZGI DIVIDEND INT & PRMIU COM 0.0%
Value ($000) $8 Shares 695 Est. Cost $9.08 Unrealized
ICE INTERCONTINENTAL EXCHANGE INC COM 0.0%
Value ($000) $8 Shares 75 Est. Cost $85.74 Unrealized +7.3%
MSI MOTOROLA SOLUTIONS INC COM NEW 0.0%
Value ($000) $8 Shares 48 Est. Cost $151.83 Unrealized -10.2%
ENB ENBRIDGE INC COM 0.0%
Value ($000) $8 Shares 259 Est. Cost $24.85 Unrealized -11.5%
IWM iShares Russell 2000 - ETF 0.0%
Value ($000) $8 Shares 56 Est. Cost $109.69 Unrealized
BLACKROCK ENHANCED EQUITY DIVI COM 0.0%
Value ($000) $8 Shares 1,160 Est. Cost $6.31 Unrealized
UAL UNITED AIRLS HLDGS INC COM 0.0%
Value ($000) $7 Shares 190 Est. Cost $89.75 Unrealized -61.5%
BAC BK OF AMERICA CORP COM 0.0%
Value ($000) $7 Shares 300 Est. Cost $27.79 Unrealized -21.5%
LYFT LYFT INC CL A COM 0.0%
Value ($000) $7 Shares 253 Est. Cost $43.84 Unrealized -32.2%
ADVENT CONVERTIBLE & INCOME FD COM 0.0%
Value ($000) $7 Shares 509 Est. Cost $10.51 Unrealized
WIX WIX COM LTD SHS 0.0%
Value ($000) $7 Shares 29 Est. Cost $177.34 Unrealized +55.5%
RY Royal Bank of Canada 0.0%
Value ($000) $7 Shares 106 Est. Cost $80.55 Unrealized -10.8%
KDP KEURIG DR PEPPER INC COM 0.0%
Value ($000) $7 Shares 250 Est. Cost $25.60 Unrealized 0.0%
NI NISOURCE INC COM 0.0%
Value ($000) $7 Shares 336 Est. Cost $22.34 Unrealized -13.3%
DOC HEALTHPEAK PROPERTIES INC COM 0.0%
Value ($000) $7 Shares 261 Est. Cost $25.28 Unrealized -18.2%
AME AMETEK INC COM 0.0%
Value ($000) $7 Shares 75 Est. Cost $90.92 Unrealized +2.6%
FTNT FORTINET INC COM 0.0%
Value ($000) $6 Shares 51 Est. Cost $18.82 Unrealized +37.2%
XMUIX BLACKROCK MUNI INTER DR FD INC COM 0.0%
Value ($000) $6 Shares 408 Est. Cost $12.58 Unrealized
ULTA Ulta Beauty 0.0%
Value ($000) $6 Shares 26 Est. Cost $244.35 Unrealized -11.9%
TDG TRANSDIGM GROUP INC COM 0.0%
Value ($000) $6 Shares 13 Est. Cost $431.37 Unrealized -9.4%
MS Morgan Stanley 0.0%
Value ($000) $5 Shares 105 Est. Cost $39.09 Unrealized +8.8%
EOG EOG RES INC COM 0.0%
Value ($000) $5 Shares 127 Est. Cost $55.80 Unrealized -37.5%
GMED GLOBUS MED INC CL A 0.0%
Value ($000) $5 Shares 102 Est. Cost $54.29 Unrealized -5.0%
OSK OSHKOSH CORP COM 0.0%
Value ($000) $5 Shares 69 Est. Cost $77.68 Unrealized -9.4%
ABT Abbott Labs 0.0%
Value ($000) $5 Shares 42 Est. Cost $75.31 Unrealized +22.6%
DELL DELL TECHNOLOGIES INC CL C 0.0%
Value ($000) $5 Shares 69 Est. Cost $23.85 Unrealized +19.9%
SWBI SMITH & WESSON BRANDS INC COM 0.0%
Value ($000) $5 Shares 342 Est. Cost $9.29 Unrealized +90.3%
ERX DIREXION DAILY ENERGY BULL 2X SHARES 0.0%
Value ($000) $5 Shares 511 Est. Cost $15.81 Unrealized
LNN LINDSAY CORP COM 0.0%
Value ($000) $5 Shares 51 Est. Cost $85.42 Unrealized +9.1%
SMG SCOTTS MIRACLE GRO CO CL A 0.0%
Value ($000) $5 Shares 31 Est. Cost $104.11 Unrealized +20.7%
DLR Digital Realty Trust 0.0%
Value ($000) $5 Shares 34 Est. Cost $99.45 Unrealized +24.9%
BLACKROCK ENHANCED GLOBAL DIVI COM 0.0%
Value ($000) $4 Shares 440 Est. Cost $9.45 Unrealized
FIS FIDELITY NATL INFORMATION SVCS COM 0.0%
Value ($000) $4 Shares 24 Est. Cost $116.75 Unrealized +10.3%
ALLIANCEBERNSTEIN NATL MUN INM COM 0.0%
Value ($000) $4 Shares 297 Est. Cost $13.79 Unrealized
PBA PEMBINA PIPELINE CORP COM 0.0%
Value ($000) $4 Shares 188 Est. Cost $24.97 Unrealized -26.7%
THOMSON REUTERS CORP. COM NEW 0.0%
Value ($000) $4 Shares 45 Est. Cost $66.67 Unrealized
ERIC ERICSSON ADR B SEK 10 0.0%
Value ($000) $4 Shares 385 Est. Cost $10.39 Unrealized
KLAC KLA CORP COM NEW 0.0%
Value ($000) $4 Shares 19 Est. Cost $155.73 Unrealized +19.5%
BLACKROCK ENHANCED INTL DIV TR COM BENE INTER 0.0%
Value ($000) $4 Shares 696 Est. Cost $4.54 Unrealized
ABIOMED INC COM 0.0%
Value ($000) $4 Shares 13 Est. Cost $153.85 Unrealized
LAM RESEARCH CORP COM 0.0%
Value ($000) $4 Shares 12 Est. Cost $333.33 Unrealized
ECL ECOLAB INC COM 0.0%
Value ($000) $4 Shares 20 Est. Cost $177.67 Unrealized +6.1%
SBAC SBA COMMUNICATIONS CORP NEW CL A 0.0%
Value ($000) $4 Shares 12 Est. Cost $274.07 Unrealized +3.7%
FIRST TR INTER DUR PFD & IN FD COM 0.0%
Value ($000) $4 Shares 169 Est. Cost $18.60 Unrealized
BLACKROCK MUNIYIELD QUALITY FD COM 0.0%
Value ($000) $4 Shares 283 Est. Cost $14.44 Unrealized
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $4 Shares 64 Est. Cost $44.56 Unrealized +9.0%
VRTX VERTEX PHARMACEUTICALS INC COM 0.0%
Value ($000) $3 Shares 12 Est. Cost $229.39 Unrealized +20.3%
CRON CRONOS GROUP INC COM 0.0%
Value ($000) $3 Shares 500 Est. Cost $7.65 Unrealized -23.5%
WELLS FARGO GLOBAL DIVIDEND OP COM 0.0%
Value ($000) $3 Shares 613 Est. Cost $3.60 Unrealized
DDD 3-D Systems 0.0%
Value ($000) $3 Shares 517 Est. Cost $8.68 Unrealized -31.7%
CBRE CLARION GLOBAL REAL ESTAT COM 0.0%
Value ($000) $3 Shares 430 Est. Cost $5.00 Unrealized
PGIM GLOBAL HIGH YIELD FD FORM COM 0.0%
Value ($000) $3 Shares 246 Est. Cost $12.80 Unrealized
USO UNITED STATES OIL FUND, LP 0.0%
Value ($000) $3 Shares 119 Est. Cost $25.21 Unrealized
NUVEEN REAL ASSET INCOME & GRO COM 0.0%
Value ($000) $3 Shares 218 Est. Cost $9.75 Unrealized
ITOT iShares Core S&P Total US Stock Market - ETF 0.0%
Value ($000) $3 Shares 44 Est. Cost $72.71 Unrealized
XPO XPO LOGISTICS INC COM 0.0%
Value ($000) $3 Shares 38 Est. Cost $27.48 Unrealized +4.7%
VMC VULCAN MATLS CO COM 0.0%
Value ($000) $3 Shares 25 Est. Cost $104.50 Unrealized +15.1%
HRL HORMEL FOODS CORP COM 0.0%
Value ($000) $3 Shares 64 Est. Cost $36.38 Unrealized +18.4%
WAB WABTEC COM 0.0%
Value ($000) $3 Shares 44 Est. Cost $71.36 Unrealized -12.8%
BLACKROCK CORPOR HI YLD FD INC COM 0.0%
Value ($000) $3 Shares 278 Est. Cost $7.70 Unrealized
SAGE THERAPEUTICS INC COM 0.0%
Value ($000) $3 Shares 44 Est. Cost $68.18 Unrealized
NUVEEN PFD & INCOME OPPORTUNIT COM 0.0%
Value ($000) $2 Shares 253 Est. Cost $8.22 Unrealized
LUV SOUTHWEST AIRLS CO COM 0.0%
Value ($000) $2 Shares 57 Est. Cost $29.57 Unrealized +11.8%
XAWPX ABERDEEN GLOBAL PREMIER PPTYS COM SH BEN INT 0.0%
Value ($000) $2 Shares 434 Est. Cost $4.84 Unrealized
OPK OPKO HEALTH INC COM 0.0%
Value ($000) $2 Shares 500 Est. Cost $1.67 Unrealized +152.2%
COF CAPITAL ONE FINL CORP COM 0.0%
Value ($000) $2 Shares 26 Est. Cost $86.78 Unrealized -29.7%
LMP CAP & INCOME FD INC COM 0.0%
Value ($000) $2 Shares 159 Est. Cost $7.09 Unrealized
DBX DROPBOX INC CL A 0.0%
Value ($000) $2 Shares 100 Est. Cost $18.84 Unrealized +10.5%
WELLS FARGO INCOME OPPORTUNITI WF INC OPPTY FD 0.0%
Value ($000) $2 Shares 221 Est. Cost $4.98 Unrealized
KR KROGER CO COM 0.0%
Value ($000) $2 Shares 51 Est. Cost $23.26 Unrealized +32.4%
UCO PROSHARES ULTRA BLOOMBERG CRUDE OIL 0.0%
Value ($000) $2 Shares 80 Est. Cost $1.50 Unrealized
KO COCA COLA CO COM 0.0%
Value ($000) $2 Shares 46 Est. Cost $38.72 Unrealized +5.3%
CLF CLEVELAND-CLIFFS INC NEW COM 0.0%
Value ($000) $2 Shares 384 Est. Cost $6.85 Unrealized -12.1%
MTS SYS CORP COM 0.0%
Value ($000) $2 Shares 100 Est. Cost $20.00 Unrealized
PGIM HIGH YIELD BOND FUND INC COM 0.0%
Value ($000) $2 Shares 176 Est. Cost $11.89 Unrealized
TRI CONTL CORP COM 0.0%
Value ($000) $1 Shares 30 Est. Cost $34.44 Unrealized
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value ($000) $1 Shares 28 Est. Cost $17.13 Unrealized +53.9%
FIRST TR HIGH INCOME L/S FD COM 0.0%
Value ($000) $1 Shares 53 Est. Cost $19.95 Unrealized
CLX CLOROX CO DEL COM 0.0%
Value ($000) $1 Shares 7 Est. Cost $168.73 Unrealized +12.0%
COHEN & STEERS REIT & PFD &INM COM 0.0%
Value ($000) $1 Shares 45 Est. Cost $23.22 Unrealized
NUVEEN CR STRATEGIES INCOME FD COM SHS 0.0%
Value ($000) $1 Shares 112 Est. Cost $9.66 Unrealized
BOULDER GROWTH & INCOME FD INC COM 0.0%
Value ($000) $1 Shares 79 Est. Cost $12.98 Unrealized
ADAMS DIVERSIFIED EQUITY FD COM 0.0%
Value ($000) $1 Shares 91 Est. Cost $11.11 Unrealized
VOYA GLBL EQTY DIV & PREM OPP COM 0.0%
Value ($000) $1 Shares 114 Est. Cost $8.93 Unrealized
BLACKROCK DEBT STRATEGIES FD I COM NEW 0.0%
Value ($000) $1 Shares 114 Est. Cost $9.16 Unrealized
VOYA PRIME RATE TR SH BEN INT 0.0%
Value ($000) $1 Shares 117 Est. Cost Unrealized
AOUT AMERICAN OUTDOOR BRANDS INC COM 0.0%
Value ($000) $1 Shares 77 Est. Cost $14.76 Unrealized 0.0%
DUFF & PHELPS UTLITY AND INFST COM 0.0%
Value ($000) $1 Shares 80 Est. Cost $13.29 Unrealized
OTIS OTIS WORLDWIDE CORP COM 0.0%
Value ($000) $1 Shares 14 Est. Cost $47.48 Unrealized +18.9%
Micro Focus Int'l PLC 0.0%
Value ($000) $1 Shares 187 Est. Cost $13.99 Unrealized
EATON VANCE MUN BD FD COM 0.0%
Value ($000) $1 Shares 109 Est. Cost $9.43 Unrealized
XMQTX BLACKROCK MUNIYIELD QUALITY FD COM 0.0%
Value ($000) $1 Shares 91 Est. Cost $11.23 Unrealized
EATON VANCE LTD DURATION INCOM COM 0.0%
Value ($000) $1 Shares 120 Est. Cost $8.76 Unrealized
BROOKFIELD REAL ASSETS INCOME SHS BEN INT 0.0%
Value ($000) $1 Shares 47 Est. Cost $22.65 Unrealized
SSYS STRATASYS LTD SHS 0.0%
Value ($000) $1 Shares 85 Est. Cost $19.92 Unrealized -26.7%
ARES DYNAMIC CR ALLOCATION FD COM 0.0%
Value ($000) $1 Shares 116 Est. Cost $9.07 Unrealized
NOK NOKIA CORP SPONSORED ADR 0.0%
Value ($000) $1 Shares 136 Est. Cost $7.35 Unrealized
TELFY TELEFONICA S A SPONSORED ADR 0.0%
Value ($000) $1 Shares 152 Est. Cost $6.58 Unrealized
ACCO ACCO BRANDS CORP COM 0.0%
Value ($000) $1 Shares 200 Est. Cost $6.85 Unrealized -28.0%
Perspecta Inc. 0.0%
Value ($000) $1 Shares 67 Est. Cost $24.59 Unrealized
WESTERN ASSET GLOBAL HIGH INCO COM 0.0%
Value ($000) $1 Shares 83 Est. Cost $12.64 Unrealized
IJH iShares S&P Mid-Cap - ETF 0.0%
Value ($000) $1 Shares 6 Est. Cost $205.57 Unrealized
TEMPLETON GLOBAL INCOME FD COM 0.0%
Value ($000) $1 Shares 105 Est. Cost $9.62 Unrealized
WESTERN ASSET INTER MUNI FD IN COM 0.0%
Value ($000) $1 Shares 59 Est. Cost $16.95 Unrealized
NUVEEN GLOBAL HIGH INCOME FD SHS 0.0%
Value ($000) $1 Shares 111 Est. Cost $9.42 Unrealized
CANOPY GROWTH CORP COM 0.0%
Value ($000) $1 Shares 100 Est. Cost $20.00 Unrealized
GENERAL AMERN INVS INC COM 0.0%
Value ($000) $1 Shares 21 Est. Cost $47.62 Unrealized
APOLLO TACTICAL INCOME FD INC COM 0.0%
Value ($000) $1 Shares 106 Est. Cost $9.79 Unrealized
XPHDX PIONEER FLOATING RATE TR COM 0.0%
Value ($000) $0 Shares 35 Est. Cost Unrealized
COHEN & STEERS LTD DURATION PF COM 0.0%
Value ($000) $0 Shares 9 Est. Cost Unrealized
VOYA INFRASTRUCTURE INDLS & MT COM 0.0%
Value ($000) $0 Shares 13 Est. Cost Unrealized
BLACKROCK FLOATING RATE INCOME COM 0.0%
Value ($000) $0 Shares 33 Est. Cost Unrealized
Westrock 0.0%
Value ($000) $0 Shares 2 Est. Cost $42.91 Unrealized
MALLINCKRODT PUB LTD CO SHS 0.0%
Value ($000) $0 Shares 15 Est. Cost Unrealized
VIAV VIAVI SOLUTIONS INC COM 0.0%
Value ($000) $0 Shares 6 Est. Cost $14.97 Unrealized -13.3%
EATON VANCE SR FLTNG RTE TR COM 0.0%
Value ($000) $0 Shares 29 Est. Cost Unrealized
TORTOISE ESSENTIAL ASSETS INCO COM SH BEN INT 0.0%
Value ($000) $0 Shares 11 Est. Cost Unrealized
AURORA CANNABIS INC COM 0.0%
Value ($000) $0 Shares 50 Est. Cost $20.00 Unrealized
XPMAX PIONEER MUN HIGH INCOME ADVANT COM 0.0%
Value ($000) $0 Shares 13 Est. Cost Unrealized
BLACKROCK MUN INCOME QUALITY T COM 0.0%
Value ($000) $0 Shares 32 Est. Cost Unrealized
APOLLO SR FLOATING RATE FD INC COM 0.0%
Value ($000) $0 Shares 9 Est. Cost Unrealized
ABERDEEN GLOBAL DYNAMIC DIVID COM 0.0%
Value ($000) $0 Shares 20 Est. Cost Unrealized
PTC PTC INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $71.14 Unrealized +19.7%
XJPIX NUVEEN PFD & INCOME TERM FD COM 0.0%
Value ($000) $0 Shares 17 Est. Cost Unrealized
BLACKROCK ENHANCD CAP & INM FD COM 0.0%
Value ($000) $0 Shares 28 Est. Cost Unrealized
MACQUARIE GLOBAL INFRASTRUCTUR COM 0.0%
Value ($000) $0 Shares 25 Est. Cost Unrealized
BLACKROCK MUNIHLDS INVSTM QLTY COM 0.0%
Value ($000) $0 Shares 26 Est. Cost Unrealized
ALLIANCEBERNSTEIN GLOBAL HIGH COM 0.0%
Value ($000) $0 Shares 14 Est. Cost Unrealized
TAILORED BRANDS INC COM 0.0%
Value ($000) $0 Shares 2,300 Est. Cost $4.17 Unrealized
BLACKROCK RES & COMMODITIES ST SHS 0.0%
Value ($000) $0 Shares 50 Est. Cost Unrealized
TEMPLETON EMERGING MKTS INCOME COM 0.0%
Value ($000) $0 Shares 16 Est. Cost Unrealized
KITOV PHARMA LTD SPONSORD ADS NEW 0.0%
Value ($000) $0 Shares 100 Est. Cost Unrealized
BLACKROCK MUNIHOLDINGS QUALITY COM 0.0%
Value ($000) $0 Shares 21 Est. Cost Unrealized
DWS MUN INCOME TR COM 0.0%
Value ($000) $0 Shares 15 Est. Cost Unrealized
IPI INTREPID POTASH INC COM 0.0%
Value ($000) $0 Shares 30 Est. Cost $9.50 Unrealized 0.0%