Knott David M Jr Diversified Active

CIK: 0001892770 · Show all filings

Period: Q2 2022 (← Previous) (Next →)

Filing Date: Aug 11, 2022

Total Value ($000): $238,140 (100.0% shares, 0.0% debt)

Holdings (188)

Calumet Specialty Products Partners, LP 18.9%
Value ($000) $44,937 Shares 4,325,000 Est. Cost $13.24 Unrealized
GOOG Alphabet Inc-Cl C 5.2%
Value ($000) $12,274 Shares 5,611 Est. Cost $143.45 Unrealized -18.2%
FBRT Franklin BSP Realty Trust, Inc. 4.9%
Value ($000) $11,580 Shares 859,047 Est. Cost $14.49 Unrealized
Apollo Global Management, Inc. 4.6%
Value ($000) $10,908 Shares 225,000 Est. Cost $48.48 Unrealized
LGND Ligand Pharmaceuticals Incorporated 4.3%
Value ($000) $10,261 Shares 115,000 Est. Cost $85.49 Unrealized -33.6%
DCGO DocGo, Inc. 4.2%
Value ($000) $9,996 Shares 1,400,000 Est. Cost $8.87 Unrealized -17.8%
Fortress Trans & Infrastructure Inv. LLC 3.5%
Value ($000) $8,220 Shares 425,000 Est. Cost $28.92 Unrealized
PFE Pfizer Inc. 3.2%
Value ($000) $7,524 Shares 143,500 Est. Cost $40.84 Unrealized +2.8%
Coliseum Acquisition Corp. Wts 2.4%
Value ($000) $5,693 Shares 495,000 Est. Cost $11.50 Unrealized
African Gold Acquistion Corp. Warrants 2.2%
Value ($000) $5,184 Shares 450,750 Est. Cost $11.50 Unrealized
VRTX Vertex Pharmaceuticals, Inc. 2.0%
Value ($000) $4,790 Shares 17,000 Est. Cost $194.45 Unrealized +37.6%
JNJ Johnson & Johnson 1.8%
Value ($000) $4,402 Shares 24,800 Est. Cost $150.72 Unrealized +6.1%
Midwest Holding Inc. 1.8%
Value ($000) $4,251 Shares 353,937 Est. Cost $16.51 Unrealized
Biohaven Pharmaceutical Holding Co. Ltd 1.5%
Value ($000) $3,650 Shares 25,051 Est. Cost $137.20 Unrealized
JAZZ Jazz Pharmaceuticals PLC 1.5%
Value ($000) $3,496 Shares 22,411 Est. Cost $131.42 Unrealized +17.1%
Horizon Therapeutics Public Ltd. Company 1.5%
Value ($000) $3,469 Shares 43,490 Est. Cost $100.48 Unrealized
CTI BioPharma Corp. 1.4%
Value ($000) $3,383 Shares 566,687 Est. Cost $3.84 Unrealized
INCY Incyte Corporation 1.4%
Value ($000) $3,329 Shares 43,820 Est. Cost $67.54 Unrealized +12.4%
KW Kennedy-Wilson Holdings, Inc. 1.4%
Value ($000) $3,315 Shares 175,000 Est. Cost $22.77 Unrealized -5.6%
ABBV AbbVie Inc. 1.3%
Value ($000) $3,069 Shares 20,037 Est. Cost $114.08 Unrealized +17.6%
Sierra Oncology 1.3%
Value ($000) $3,066 Shares 55,758 Est. Cost $32.05 Unrealized
Glass Houses Acquisition Corp. Warrants 1.2%
Value ($000) $2,875 Shares 250,000 Est. Cost $11.50 Unrealized
Eiger BioPharmaceuticals, Inc. 1.1%
Value ($000) $2,579 Shares 409,292 Est. Cost $5.79 Unrealized
iPath Series B S&P 500 VIX Short-Term Fut 1.0%
Value ($000) $2,308 Shares 100,000 Est. Cost $25.70 Unrealized
JPM JPMorgan Chase & Co. 1.0%
Value ($000) $2,296 Shares 20,385 Est. Cost $142.71 Unrealized -20.8%
MRK Merck & Co., Inc. 0.9%
Value ($000) $2,234 Shares 24,500 Est. Cost $69.86 Unrealized +13.4%
AB AllianceBernstein Holding L.P. 0.9%
Value ($000) $2,100 Shares 50,500 Est. Cost $48.83 Unrealized
Medicus Science Acquisition, Corp. 0.8%
Value ($000) $1,956 Shares 200,000 Est. Cost $9.78 Unrealized
BBIO Bridgebio Pharma, Inc. 0.8%
Value ($000) $1,936 Shares 213,206 Est. Cost $10.15 Unrealized -17.6%
Twelve Seas Investment Company II Warrants 0.8%
Value ($000) $1,917 Shares 166,666 Est. Cost $11.50 Unrealized
RHP Ryman Hospitality Properties, Inc. 0.8%
Value ($000) $1,855 Shares 24,400 Est. Cost $92.38 Unrealized
XENE Xenon Pharmaceuticals Inc. 0.8%
Value ($000) $1,810 Shares 59,500 Est. Cost $29.88 Unrealized +1.2%
CVE Cenovus Energy Inc. 0.8%
Value ($000) $1,806 Shares 95,000 Est. Cost $18.15 Unrealized 0.0%
Kiwetinohk Energy Corp. 0.7%
Value ($000) $1,745 Shares 160,000 Est. Cost $10.91 Unrealized
BIP Brookfield Infrastructure Partners L.P. 0.7%
Value ($000) $1,720 Shares 45,000 Est. Cost $66.22 Unrealized
INVA Innoviva, Inc. 0.7%
Value ($000) $1,701 Shares 115,269 Est. Cost $17.04 Unrealized -3.8%
MOS The Mosaic Company 0.7%
Value ($000) $1,653 Shares 35,000 Est. Cost $55.77 Unrealized 0.0%
EXE Chesapeake Energy Corporation 0.7%
Value ($000) $1,622 Shares 20,000 Est. Cost $75.97 Unrealized 0.0%
Kairos Acquisition Corp. Warrants 0.7%
Value ($000) $1,602 Shares 139,278 Est. Cost $11.50 Unrealized
OVV Ovintiv Inc. 0.6%
Value ($000) $1,547 Shares 35,000 Est. Cost $51.54 Unrealized 0.0%
TECK Teck Resources Ltd. 0.6%
Value ($000) $1,529 Shares 50,000 Est. Cost $39.46 Unrealized 0.0%
REGN Regeneron Pharmaceuticals, Inc. 0.6%
Value ($000) $1,478 Shares 2,500 Est. Cost $611.44 Unrealized +5.7%
CHRS Coherus Biosciences, Inc. 0.6%
Value ($000) $1,348 Shares 186,134 Est. Cost $13.86 Unrealized -37.3%
B.Riley Principal 250 Merger Corp. Wts. 0.6%
Value ($000) $1,342 Shares 116,666 Est. Cost $11.50 Unrealized
Tastemaker Acquisition Corp. Warrants 0.5%
Value ($000) $1,150 Shares 100,000 Est. Cost $11.50 Unrealized
GMED Globus Medical, Inc. 0.4%
Value ($000) $1,057 Shares 18,831 Est. Cost $68.56 Unrealized -4.1%
Radius Health Inc. 0.4%
Value ($000) $1,015 Shares 97,888 Est. Cost $8.83 Unrealized
WPC W.P. Carey Inc. 0.4%
Value ($000) $994 Shares 12,000 Est. Cost $81.42 Unrealized
Mondelez International Inc. 0.4%
Value ($000) $869 Shares 14,000 Est. Cost $62.07 Unrealized
VZ Verizon Communications Inc. 0.4%
Value ($000) $862 Shares 16,991 Est. Cost $40.45 Unrealized -0.8%
CCOI Cogent Communications Holdings, Inc. 0.4%
Value ($000) $851 Shares 14,000 Est. Cost $50.68 Unrealized -2.3%
PCYO Pure Cycle Corporation 0.4%
Value ($000) $843 Shares 80,000 Est. Cost $12.39 Unrealized -12.8%
Live Oak Mobility Aquisition Corp. Wts 0.3%
Value ($000) $828 Shares 72,030 Est. Cost $11.50 Unrealized
AUPH Aurinia Pharmaceuticals Inc. 0.3%
Value ($000) $811 Shares 80,694 Est. Cost $15.46 Unrealized -27.7%
KMB Kimberly-Clark Corporation 0.3%
Value ($000) $811 Shares 6,000 Est. Cost $115.26 Unrealized -0.4%
VKTX Viking Therapeutics, Inc. 0.3%
Value ($000) $771 Shares 266,803 Est. Cost $5.00 Unrealized -50.5%
B. Riley Principal 150 Merger Corp. Wts 0.3%
Value ($000) $671 Shares 58,321 Est. Cost $11.51 Unrealized
FS KKR Capital Corp. 0.3%
Value ($000) $659 Shares 33,925 Est. Cost $19.43 Unrealized
FNB F.N.B. Corporation 0.3%
Value ($000) $646 Shares 59,485 Est. Cost $11.30 Unrealized -9.2%
CTVA Corteva, Inc. 0.3%
Value ($000) $626 Shares 11,563 Est. Cost $43.54 Unrealized +28.2%
Longview Acquisition Corp II 0.3%
Value ($000) $624 Shares 63,900 Est. Cost $9.84 Unrealized
DD DuPont de Nemours, Inc. 0.3%
Value ($000) $619 Shares 11,136 Est. Cost $29.21 Unrealized -13.3%
KO Coca-Cola Co. 0.3%
Value ($000) $604 Shares 9,600 Est. Cost $49.18 Unrealized +15.4%
DOW Dow Inc. 0.2%
Value ($000) $575 Shares 11,136 Est. Cost $45.04 Unrealized +15.0%
MTB M&T Bank Corporation 0.2%
Value ($000) $558 Shares 3,500 Est. Cost $151.26 Unrealized -1.4%
Avadel Pharmaceuticals plc 0.2%
Value ($000) $546 Shares 223,780 Est. Cost $7.67 Unrealized
HV Bancorp, Inc. 0.2%
Value ($000) $500 Shares 25,000 Est. Cost $21.72 Unrealized
F-Star Therapeutics, Inc. 0.2%
Value ($000) $472 Shares 75,454 Est. Cost $6.26 Unrealized
Leap Therapeutics, Inc. 0.2%
Value ($000) $470 Shares 408,953 Est. Cost $1.19 Unrealized
T AT&T Inc. 0.2%
Value ($000) $419 Shares 20,000 Est. Cost $14.67 Unrealized +11.2%
MSFT Microsoft Corporation 0.2%
Value ($000) $411 Shares 1,600 Est. Cost $307.17 Unrealized -14.2%
MGTX MeiraGTx Holdings plc 0.2%
Value ($000) $392 Shares 51,750 Est. Cost $11.90 Unrealized -18.5%
IOVA Iovance Biotherapeutics, Inc. 0.2%
Value ($000) $360 Shares 32,614 Est. Cost $19.34 Unrealized -32.2%
Ibere Pharmaceuticals 0.1%
Value ($000) $353 Shares 36,000 Est. Cost $9.67 Unrealized
CNQ Canadian Natural Resources Limited 0.1%
Value ($000) $344 Shares 6,400 Est. Cost $16.72 Unrealized +53.1%
CAG Conagra Brands, Inc. 0.1%
Value ($000) $342 Shares 10,000 Est. Cost $26.97 Unrealized +5.9%
AAPL Apple Inc. 0.1%
Value ($000) $341 Shares 2,494 Est. Cost $153.75 Unrealized -3.3%
VLY Valley National Bancorp 0.1%
Value ($000) $333 Shares 32,000 Est. Cost $13.92 Unrealized -14.7%
Stronghold Digital Mining, Inc. 0.1%
Value ($000) $331 Shares 199,322 Est. Cost $12.85 Unrealized
Cidara Therapeutics, Inc. 0.1%
Value ($000) $310 Shares 635,254 Est. Cost $1.10 Unrealized
Colombier Acquisition Corp. Wts. 0.1%
Value ($000) $307 Shares 26,666 Est. Cost $11.51 Unrealized
BRSL International Game Technology PLC 0.1%
Value ($000) $306 Shares 16,500 Est. Cost $19.61 Unrealized -21.5%
ADMA ADMA Biologics, Inc. 0.1%
Value ($000) $302 Shares 152,301 Est. Cost $1.31 Unrealized +49.7%
QualTek Services Inc. - Warrants 0.1%
Value ($000) $288 Shares 25,000 Est. Cost $11.52 Unrealized
Medicus Science Acquisition, Corp. Wts 0.1%
Value ($000) $256 Shares 22,222 Est. Cost $11.52 Unrealized
Warrior Technologies Acquisition Company 0.1%
Value ($000) $249 Shares 25,000 Est. Cost $9.84 Unrealized
RY Royal Bank of Canada 0.1%
Value ($000) $242 Shares 2,500 Est. Cost $112.12 Unrealized -8.8%
LW Lamb Weston Holdings, Inc. 0.1%
Value ($000) $238 Shares 3,333 Est. Cost $58.14 Unrealized +6.7%
Brookfield Infrastructure Corporation 0.1%
Value ($000) $212 Shares 4,999 Est. Cost $42.41 Unrealized
Ibere Pharmaceuticals Warrants 0.1%
Value ($000) $207 Shares 18,000 Est. Cost $11.50 Unrealized
WHWK Aadi Bioscience, Inc. 0.1%
Value ($000) $173 Shares 14,039 Est. Cost $14.85 Unrealized 0.0%
IVV iShares Core S&P 500 ETF 0.1%
Value ($000) $163 Shares 429 Est. Cost $454.55 Unrealized
Longview Acquisition Corp II Warrants 0.1%
Value ($000) $147 Shares 12,780 Est. Cost $11.50 Unrealized
Warrior Technologies Acquisition Comp Wt 0.1%
Value ($000) $144 Shares 12,500 Est. Cost $11.52 Unrealized
NWBI Northwest Bancshares, Inc. 0.1%
Value ($000) $128 Shares 10,000 Est. Cost $10.87 Unrealized -8.4%
FSBW FS Bancorp, Inc. 0.1%
Value ($000) $126 Shares 4,380 Est. Cost $29.98 Unrealized -12.3%
NEM Newmont Goldcorp Corporation 0.0%
Value ($000) $119 Shares 2,000 Est. Cost $60.03 Unrealized +5.4%
KHC The Kraft Heinz Company 0.0%
Value ($000) $117 Shares 3,065 Est. Cost $29.49 Unrealized +13.8%
TotalEnergies SE - ADR 0.0%
Value ($000) $111 Shares 2,100 Est. Cost $49.52 Unrealized
LLY Eli Lilly & Co. 0.0%
Value ($000) $97 Shares 300 Est. Cost $243.85 Unrealized +19.3%
Medtronic, Inc. 0.0%
Value ($000) $94 Shares 1,050 Est. Cost $89.52 Unrealized
Entasis Therapeutics Holding 0.0%
Value ($000) $92 Shares 41,700 Est. Cost $1.87 Unrealized
LEGH Legacy Housing Corporation 0.0%
Value ($000) $85 Shares 6,500 Est. Cost $22.33 Unrealized -24.5%
OGN Organon & Co. 0.0%
Value ($000) $83 Shares 2,450 Est. Cost $28.51 Unrealized +3.5%
South State Corporation 0.0%
Value ($000) $82 Shares 1,068 Est. Cost $80.52 Unrealized
OXY Occidental Petroleum Corporation 0.0%
Value ($000) $78 Shares 1,431 Est. Cost $32.75 Unrealized +77.5%
TGNA TEGNA Inc. 0.0%
Value ($000) $63 Shares 3,000 Est. Cost $21.01 Unrealized +3.1%
XBI SPDR S&P Biotech ETF 0.0%
Value ($000) $59 Shares 800 Est. Cost $112.50 Unrealized
IWP Ishares Trust Russell Mid Cap Value Growth 0.0%
Value ($000) $55 Shares 695 Est. Cost $79.14 Unrealized
HRGG Heritage NOLA Bancorp, Inc. 0.0%
Value ($000) $51 Shares 3,000 Est. Cost $15.86 Unrealized +6.0%
IJR iShares Core S&P Small-Cap ETF 0.0%
Value ($000) $47 Shares 510 Est. Cost $97.74 Unrealized
DHR Danaher Corporation 0.0%
Value ($000) $46 Shares 180 Est. Cost $226.23 Unrealized 0.0%
Macquarie Infrastructure Holdings, LLC 0.0%
Value ($000) $40 Shares 10,350 Est. Cost $3.77 Unrealized
IEFA Ishares Trust Core MSCI Eafe 0.0%
Value ($000) $37 Shares 633 Est. Cost $58.45 Unrealized
AVGO Broadcom Inc. 0.0%
Value ($000) $34 Shares 71 Est. Cost $52.39 Unrealized 0.0%
GOOGL Alphabet Inc-Cl A 0.0%
Value ($000) $33 Shares 15 Est. Cost $116.85 Unrealized 0.0%
AMZN Amazon Inc. 0.0%
Value ($000) $32 Shares 300 Est. Cost $125.13 Unrealized 0.0%
UNH United Healthcare Group Inc. 0.0%
Value ($000) $29 Shares 57 Est. Cost $471.05 Unrealized 0.0%
IWS Ishares Trust Russell Mid Cap Value 0.0%
Value ($000) $28 Shares 273 Est. Cost $102.56 Unrealized
Walmart Inc. 0.0%
Value ($000) $27 Shares 225 Est. Cost $120.00 Unrealized
IQV Iqvia Holdings Inc. 0.0%
Value ($000) $26 Shares 122 Est. Cost $217.16 Unrealized 0.0%
Becton Dickinson & Co 0.0%
Value ($000) $26 Shares 106 Est. Cost $245.28 Unrealized
EXP Eagle Materials Inc. 0.0%
Value ($000) $25 Shares 228 Est. Cost $147.73 Unrealized -18.4%
CVS CVS Health Corp 0.0%
Value ($000) $24 Shares 258 Est. Cost $85.91 Unrealized 0.0%
CB Chubb Ltd 0.0%
Value ($000) $24 Shares 121 Est. Cost $196.27 Unrealized 0.0%
EQIX Equinix Inc. 0.0%
Value ($000) $24 Shares 37 Est. Cost $643.06 Unrealized 0.0%
BNS Bank of Nova Scotia 0.0%
Value ($000) $24 Shares 400 Est. Cost $52.85 Unrealized +0.4%
AMT American Tower Corp 0.0%
Value ($000) $24 Shares 93 Est. Cost $222.20 Unrealized 0.0%
TMO Thermo Fisher Schientific Inc. 0.0%
Value ($000) $24 Shares 45 Est. Cost $544.70 Unrealized 0.0%
IWO Ishares Trust Russell 2000 Growth 0.0%
Value ($000) $24 Shares 118 Est. Cost $203.39 Unrealized
HD Home Depot Inc. 0.0%
Value ($000) $22 Shares 80 Est. Cost $269.01 Unrealized 0.0%
CC The Chemours Company 0.0%
Value ($000) $22 Shares 680 Est. Cost $26.84 Unrealized +20.0%
MS Morgan Stanley 0.0%
Value ($000) $22 Shares 293 Est. Cost $72.42 Unrealized 0.0%
Quanta Services Inc. 0.0%
Value ($000) $22 Shares 176 Est. Cost $125.00 Unrealized
OSK Oshkosh Corp 0.0%
Value ($000) $21 Shares 258 Est. Cost $85.88 Unrealized 0.0%
ZBH Zimmer Biomet Holdings 0.0%
Value ($000) $20 Shares 190 Est. Cost $114.86 Unrealized 0.0%
Linde PLC 0.0%
Value ($000) $20 Shares 70 Est. Cost $285.71 Unrealized
TGT Target Corp 0.0%
Value ($000) $20 Shares 139 Est. Cost $170.18 Unrealized 0.0%
B. Riley Principal 150 Merger Corp. 0.0%
Value ($000) $20 Shares 2,000 Est. Cost $10.00 Unrealized
ARMK Aramark Inc. 0.0%
Value ($000) $20 Shares 651 Est. Cost $23.62 Unrealized 0.0%
GE General Electric Company 0.0%
Value ($000) $20 Shares 312 Est. Cost $58.52 Unrealized -18.7%
EFG Ishares Trust MSCI Eafe Value Growth 0.0%
Value ($000) $20 Shares 252 Est. Cost $79.37 Unrealized
BX Blackstone Inc. 0.0%
Value ($000) $19 Shares 210 Est. Cost $96.09 Unrealized 0.0%
Blackrock Inc. 0.0%
Value ($000) $19 Shares 31 Est. Cost $612.90 Unrealized
NVDA Nvidia Corp 0.0%
Value ($000) $19 Shares 128 Est. Cost $18.84 Unrealized 0.0%
URI United Rentals Inc. 0.0%
Value ($000) $19 Shares 78 Est. Cost $284.96 Unrealized 0.0%
IEMG Ishares Inc. Core MSCI Emerging Markets 0.0%
Value ($000) $18 Shares 363 Est. Cost $49.59 Unrealized
CFFN Capitol Federal Financial, Inc. 0.0%
Value ($000) $18 Shares 2,000 Est. Cost $8.81 Unrealized -13.6%
CXT Crane Holdings Co. 0.0%
Value ($000) $17 Shares 194 Est. Cost $31.73 Unrealized 0.0%
WFC Wells Fargo & Co. 0.0%
Value ($000) $17 Shares 438 Est. Cost $39.95 Unrealized 0.0%
PANW Palo Alto Networks Inc. 0.0%
Value ($000) $17 Shares 34 Est. Cost $88.67 Unrealized 0.0%
SVB Financial Group 0.0%
Value ($000) $16 Shares 40 Est. Cost $400.00 Unrealized
VMC Vulcan Materials Inc. 0.0%
Value ($000) $15 Shares 103 Est. Cost $160.39 Unrealized 0.0%
Arc Resources Ltd. 0.0%
Value ($000) $15 Shares 1,229 Est. Cost $12.21 Unrealized
ACM AECOM 0.0%
Value ($000) $15 Shares 228 Est. Cost $67.51 Unrealized 0.0%
GNRC Generac Holdings Inc. 0.0%
Value ($000) $15 Shares 69 Est. Cost $245.89 Unrealized 0.0%
CVX Chevron Corp 0.0%
Value ($000) $14 Shares 96 Est. Cost $142.70 Unrealized 0.0%
CMG Chipotle Mexican Grill Inc. 0.0%
Value ($000) $13 Shares 10 Est. Cost $27.86 Unrealized 0.0%
RSP Invesco S&P 500 Equal Weight ETF 0.0%
Value ($000) $13 Shares 96 Est. Cost $156.25 Unrealized
ADBE Adobe Systems 0.0%
Value ($000) $13 Shares 35 Est. Cost $406.98 Unrealized 0.0%
CRM Salesforce Inc. 0.0%
Value ($000) $13 Shares 77 Est. Cost $174.57 Unrealized 0.0%
RMR The RMR Group Inc. 0.0%
Value ($000) $12 Shares 414 Est. Cost $22.77 Unrealized -6.8%
IWN Ishares Trust Russell 2000 Value 0.0%
Value ($000) $12 Shares 86 Est. Cost $139.53 Unrealized
ISRG Intuitive Surgical Inc. 0.0%
Value ($000) $12 Shares 61 Est. Cost $234.60 Unrealized 0.0%
DIS Disney Walt Co. 0.0%
Value ($000) $11 Shares 116 Est. Cost $108.44 Unrealized 0.0%
LULU Lululemon Athletica Inc. 0.0%
Value ($000) $11 Shares 39 Est. Cost $320.46 Unrealized 0.0%
African Gold Acquistion Corp. 0.0%
Value ($000) $10 Shares 1,000 Est. Cost $9.71 Unrealized
SLB Schlumberger Ltd. 0.0%
Value ($000) $10 Shares 292 Est. Cost $38.29 Unrealized 0.0%
TSLA Tesla Inc. 0.0%
Value ($000) $10 Shares 15 Est. Cost $272.96 Unrealized 0.0%
COP Conocophillips 0.0%
Value ($000) $10 Shares 113 Est. Cost $89.94 Unrealized 0.0%
NKE Nike Inc. 0.0%
Value ($000) $9 Shares 91 Est. Cost $111.29 Unrealized 0.0%
STWD Starwood Property Trust, Inc. 0.0%
Value ($000) $8 Shares 400 Est. Cost $25.00 Unrealized
PCAR Paccar Inc. 0.0%
Value ($000) $8 Shares 99 Est. Cost $48.56 Unrealized 0.0%
EWUS Ishares Trust MSCI United Kingdom Small Cap 0.0%
Value ($000) $8 Shares 246 Est. Cost $32.52 Unrealized
VNQ Vanguard Real Estate Index Fund ETF Shares 0.0%
Value ($000) $7 Shares 74 Est. Cost $108.11 Unrealized
DigitalBridge Group, Inc. 0.0%
Value ($000) $7 Shares 1,466 Est. Cost $8.34 Unrealized
WDAY Workday Inc. 0.0%
Value ($000) $6 Shares 45 Est. Cost $181.69 Unrealized 0.0%
RPV Invesco S&P 500 Pure Value ETF 0.0%
Value ($000) $6 Shares 78 Est. Cost $89.74 Unrealized
SVC Service Properties Trust 0.0%
Value ($000) $5 Shares 1,000 Est. Cost $9.00 Unrealized
ABT Abbott Laboratories 0.0%
Value ($000) $5 Shares 50 Est. Cost $115.36 Unrealized -8.0%
PG Proctor & Gamble Company 0.0%
Value ($000) $5 Shares 35 Est. Cost $142.14 Unrealized -3.4%
AMLP Alerian MLP ETF 0.0%
Value ($000) $4 Shares 120 Est. Cost $33.33 Unrealized
EWU Ishares Trust MSCI United Kingdom 0.0%
Value ($000) $3 Shares 116 Est. Cost $25.86 Unrealized
EFV Ishares Trust MSCI Eafe Value 0.0%
Value ($000) $3 Shares 63 Est. Cost $47.62 Unrealized
EWG Ishares Inc MSCI Germany 0.0%
Value ($000) $3 Shares 150 Est. Cost $20.00 Unrealized
EZU Ishares Inc MSCI Eurozone 0.0%
Value ($000) $2 Shares 55 Est. Cost $36.36 Unrealized
Sculptor Cap Mgmt CL A 0.0%
Value ($000) $2 Shares 200 Est. Cost $20.00 Unrealized
WAB Wabtec Corporation 0.0%
Value ($000) $1 Shares 12 Est. Cost $89.57 Unrealized -2.5%