Simmons Bank Diversified Active

CIK: 0001674486 · Show all filings

Period: Q3 2022 (← Previous) (Next →)

Filing Date: Oct 27, 2022

Total Value ($000): $1,072,247 (100.0% shares, 0.0% debt)

Holdings (334)

ORLY O REILLY AUTOMOTIVE INC 9.1%
Value ($000) $97,370 Shares 138,438 Est. Cost $20.50 Unrealized +127.5%
SFNC SIMMONS 1ST NATL CORP 4.0%
Value ($000) $43,381 Shares 1,990,832 Est. Cost $23.73 Unrealized -2.6%
SPY SPDR S&P 500 (MKT) 3.8%
Value ($000) $40,789 Shares 114,200 Est. Cost $277.53 Unrealized
MSFT MICROSOFT CORP 2.2%
Value ($000) $23,726 Shares 101,873 Est. Cost $75.13 Unrealized +241.9%
IWF ISHARES RUSSELL 1000 GROWTH 2.2%
Value ($000) $23,299 Shares 110,733 Est. Cost $116.39 Unrealized
VO VANGUARD MID-CAP ETF (MKT) 2.0%
Value ($000) $20,951 Shares 111,456 Est. Cost $134.04 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS 1.9%
Value ($000) $20,048 Shares 551,397 Est. Cost $37.78 Unrealized
IJR ISHARES CORE S&P SMALL-CAP (MKT) 1.8%
Value ($000) $18,800 Shares 215,614 Est. Cost $90.30 Unrealized
HDV ISHARES HIGH DIVIDEND (MKT) 1.7%
Value ($000) $18,535 Shares 203,039 Est. Cost $84.54 Unrealized
AAPL APPLE INC 1.6%
Value ($000) $16,675 Shares 120,663 Est. Cost $95.29 Unrealized +61.9%
IJH ISHARES CORE S&P MID-CAP (MKT) 1.5%
Value ($000) $16,238 Shares 74,059 Est. Cost $305.64 Unrealized
CVX CHEVRON CORP NEW 1.2%
Value ($000) $13,082 Shares 91,050 Est. Cost $76.87 Unrealized +72.8%
AMZN AMAZON COM INC 1.1%
Value ($000) $12,303 Shares 108,876 Est. Cost $121.77 Unrealized +3.8%
PEP PEPSICO INC 1.1%
Value ($000) $12,265 Shares 75,121 Est. Cost $99.82 Unrealized +54.7%
WMT WALMART INC 1.1%
Value ($000) $12,142 Shares 93,614 Est. Cost $26.33 Unrealized +59.5%
QQQ INVESCO QQQ TR 1.1%
Value ($000) $11,968 Shares 44,780 Est. Cost $181.70 Unrealized
XOM EXXON MOBIL CORP 1.1%
Value ($000) $11,888 Shares 136,154 Est. Cost $51.96 Unrealized +56.6%
MDY SPDR S&P MIDCAP 400 (MKT) 1.1%
Value ($000) $11,866 Shares 29,544 Est. Cost $312.42 Unrealized
VWO VANGUARD EMERGING MARKETS STOCK 1.0%
Value ($000) $11,120 Shares 304,745 Est. Cost $38.29 Unrealized
IWM ISHARES RUSSELL 2000 (MKT) 1.0%
Value ($000) $11,067 Shares 67,105 Est. Cost $171.54 Unrealized
PFE PFIZER INC 1.0%
Value ($000) $10,587 Shares 241,917 Est. Cost $21.90 Unrealized +84.5%
GSBC GREAT SOUTHN BANCORP INC 0.9%
Value ($000) $9,887 Shares 173,241 Est. Cost $52.50 Unrealized +15.0%
GOOGL ALPHABET INC 0.9%
Value ($000) $9,779 Shares 102,243 Est. Cost $107.86 Unrealized +2.0%
SDY SPDR S&P DIVIDEND ETF (MKT) 0.9%
Value ($000) $9,690 Shares 86,899 Est. Cost $83.94 Unrealized
KO COCA COLA CO 0.9%
Value ($000) $9,492 Shares 169,429 Est. Cost $34.32 Unrealized +63.3%
JNJ JOHNSON & JOHNSON 0.9%
Value ($000) $9,286 Shares 56,843 Est. Cost $102.41 Unrealized +49.3%
VV VANGUARD LARGE CAP ETF (MKT) 0.9%
Value ($000) $9,232 Shares 56,444 Est. Cost $129.64 Unrealized
ABBV ABBVIE INC SR NT 0.8%
Value ($000) $8,911 Shares 66,398 Est. Cost $56.91 Unrealized +123.3%
HD HOME DEPOT INC 0.8%
Value ($000) $8,479 Shares 30,727 Est. Cost $157.47 Unrealized +71.9%
EFA ISHARES MSCI EAFE (MKT) 0.8%
Value ($000) $8,434 Shares 150,575 Est. Cost $60.09 Unrealized
JPM JP MORGAN CHASE & CO 0.8%
Value ($000) $8,383 Shares 80,221 Est. Cost $80.24 Unrealized +31.6%
PG PROCTER & GAMBLE CO 0.8%
Value ($000) $8,334 Shares 66,006 Est. Cost $76.52 Unrealized +70.7%
NEE NEXTERA ENERGY INC 0.7%
Value ($000) $8,023 Shares 102,314 Est. Cost $60.35 Unrealized +27.8%
BBHY JPMORGAN HIGH YIELD RESEARCH ENH 0.7%
Value ($000) $7,830 Shares 184,730 Est. Cost $48.22 Unrealized
BRK/B BERKSHIRE HATHAWAY INC 0.7%
Value ($000) $7,808 Shares 29,244 Est. Cost $218.95 Unrealized +30.0%
MRK MERCK & CO INC 0.7%
Value ($000) $7,769 Shares 90,211 Est. Cost $43.19 Unrealized +86.2%
XLK TECHNOLOGY SELECT SECTOR SPDRR 0.7%
Value ($000) $7,613 Shares 64,096 Est. Cost $74.28 Unrealized
CSCO CISCO SYSTEMS INC 0.7%
Value ($000) $7,489 Shares 187,240 Est. Cost $35.12 Unrealized +14.0%
DHR DANAHER CORP 0.6%
Value ($000) $6,342 Shares 24,552 Est. Cost $100.33 Unrealized +139.9%
AGG ISHARES CORE TOTAL US BOND 0.6%
Value ($000) $6,223 Shares 64,591 Est. Cost $107.07 Unrealized
ADBE ADOBE SYSTEMS INC 0.6%
Value ($000) $6,213 Shares 22,578 Est. Cost $215.05 Unrealized +76.0%
VTV VANGUARD VALUE INDEX 0.6%
Value ($000) $6,201 Shares 50,223 Est. Cost $88.29 Unrealized
DE DEERE & CO 0.6%
Value ($000) $6,042 Shares 18,099 Est. Cost $139.01 Unrealized +134.9%
UNH UNITEDHEALTH GROUP INC 0.5%
Value ($000) $5,869 Shares 11,620 Est. Cost $364.46 Unrealized +35.8%
CAT CATERPILLAR INC 0.5%
Value ($000) $5,861 Shares 35,717 Est. Cost $141.00 Unrealized +22.1%
IVV ISHARES CORE S&P 500 (MKT) 0.5%
Value ($000) $5,788 Shares 16,139 Est. Cost $238.65 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.5%
Value ($000) $5,739 Shares 151,140 Est. Cost $30.76 Unrealized +16.3%
BAC BANK OF AMERICA CORP 0.5%
Value ($000) $5,578 Shares 184,705 Est. Cost $24.98 Unrealized +22.5%
AMGN AMGEN INC 0.5%
Value ($000) $5,545 Shares 24,603 Est. Cost $166.69 Unrealized +30.7%
CMI CUMMINS INC 0.5%
Value ($000) $5,540 Shares 27,222 Est. Cost $118.73 Unrealized +65.2%
KMB KIMBERLY CLARK CORP 0.5%
Value ($000) $5,470 Shares 48,606 Est. Cost $98.99 Unrealized +15.5%
GVI ISHARES INTM GOVERNMENT/CREDIT 0.5%
Value ($000) $5,313 Shares 52,250 Est. Cost $113.08 Unrealized
VUG VANGUARD GROWTH ETF (MKT) 0.5%
Value ($000) $5,250 Shares 24,538 Est. Cost $144.99 Unrealized
LOW LOWES COMPANIES INC 0.5%
Value ($000) $5,161 Shares 27,477 Est. Cost $69.43 Unrealized +162.7%
MCHP MICROCHIP TECHNOLOGY INC 0.5%
Value ($000) $4,974 Shares 81,497 Est. Cost $52.27 Unrealized +16.0%
ABT ABBOTT LABORATORIES 0.5%
Value ($000) $4,967 Shares 51,341 Est. Cost $57.44 Unrealized +74.1%
EEM ISHARES MSCI EMERGING MARKETS 0.5%
Value ($000) $4,934 Shares 141,445 Est. Cost $37.89 Unrealized
APD AIR PRODUCTS & CHEMICALS INC 0.5%
Value ($000) $4,913 Shares 21,108 Est. Cost $177.85 Unrealized +27.3%
LMT LOCKHEED MARTIN CORP 0.4%
Value ($000) $4,659 Shares 12,060 Est. Cost $290.85 Unrealized +30.9%
DIS DISNEY WALT CO 0.4%
Value ($000) $4,630 Shares 49,073 Est. Cost $113.72 Unrealized -8.1%
NVDA NVIDIA CORP 0.4%
Value ($000) $4,590 Shares 37,812 Est. Cost $18.74 Unrealized -15.8%
XLV HEALTH CARE SELECT SECTOR SPDRR 0.4%
Value ($000) $4,554 Shares 37,602 Est. Cost $89.18 Unrealized
NKE NIKE INC 0.4%
Value ($000) $4,385 Shares 52,755 Est. Cost $75.89 Unrealized +33.8%
PSX PHILLIPS 66 0.4%
Value ($000) $4,311 Shares 53,411 Est. Cost $64.42 Unrealized +17.0%
VB VANGUARD SMALL CAP ETF (MKT) 0.4%
Value ($000) $4,201 Shares 24,582 Est. Cost $183.77 Unrealized
COST COSTCO WHOLESALE CORP NEW 0.4%
Value ($000) $4,179 Shares 8,850 Est. Cost $232.45 Unrealized +114.3%
RTX RAYTHEON TECHNOLOGIES CORP 0.4%
Value ($000) $4,086 Shares 49,924 Est. Cost $54.59 Unrealized +53.6%
GS GOLDMAN SACHS GROUP INC 0.4%
Value ($000) $4,079 Shares 13,917 Est. Cost $181.40 Unrealized +63.7%
TMO THERMO FISHER SCIENTIFIC INC 0.4%
Value ($000) $4,037 Shares 7,960 Est. Cost $277.12 Unrealized +100.0%
TXN TEXAS INSTRUMENTS INC 0.4%
Value ($000) $4,033 Shares 26,058 Est. Cost $130.27 Unrealized +16.4%
BMY BRISTOL-MYERS SQUIBB CO 0.4%
Value ($000) $4,031 Shares 56,717 Est. Cost $40.80 Unrealized +52.7%
IYW ISHARES US TECHNOLOGY (MKT) 0.4%
Value ($000) $4,013 Shares 54,700 Est. Cost $99.75 Unrealized
UNP UNION PACIFIC CORP 0.4%
Value ($000) $3,971 Shares 20,382 Est. Cost $104.76 Unrealized +94.9%
QCOM QUALCOMM INC 0.4%
Value ($000) $3,867 Shares 34,227 Est. Cost $46.63 Unrealized +172.5%
META META PLATFORMS INC 0.4%
Value ($000) $3,830 Shares 28,222 Est. Cost $163.64 Unrealized -1.6%
IWV ISHARES RUSSELL 3000 (MKT) 0.4%
Value ($000) $3,824 Shares 18,473 Est. Cost $161.81 Unrealized
GOOG ALPHABET INC 0.3%
Value ($000) $3,743 Shares 38,928 Est. Cost $108.08 Unrealized +2.5%
SO SOUTHERN CO 0.3%
Value ($000) $3,738 Shares 54,982 Est. Cost $43.73 Unrealized +53.1%
CRM SALESFORCE 0.3%
Value ($000) $3,708 Shares 25,784 Est. Cost $184.32 Unrealized -9.1%
AEP AMERICAN ELECTRIC POWER INC 0.3%
Value ($000) $3,706 Shares 42,872 Est. Cost $52.67 Unrealized +65.4%
HON HONEYWELL INTERNATIONAL INC 0.3%
Value ($000) $3,665 Shares 21,947 Est. Cost $135.19 Unrealized +19.9%
XLY CONSUMER DISCRET SELECT SECTOR 0.3%
Value ($000) $3,607 Shares 25,325 Est. Cost $113.71 Unrealized
ORCL ORACLE CORP 0.3%
Value ($000) $3,559 Shares 58,281 Est. Cost $35.96 Unrealized +95.1%
AMT AMERICAN TOWER CORP 0.3%
Value ($000) $3,466 Shares 16,143 Est. Cost $189.76 Unrealized +20.6%
XLI INDUSTRIAL SELECT SECTOR SPDRR 0.3%
Value ($000) $3,378 Shares 40,786 Est. Cost $73.87 Unrealized
XLF FINANCIAL SELECT SECTOR SPDRR 0.3%
Value ($000) $3,028 Shares 99,753 Est. Cost $26.10 Unrealized
ISRG INTUITIVE SURGICAL INC 0.3%
Value ($000) $2,988 Shares 15,938 Est. Cost $262.38 Unrealized -18.1%
COP CONOCOPHILLIPS 0.3%
Value ($000) $2,957 Shares 28,887 Est. Cost $35.38 Unrealized +149.2%
CME CME GROUP INC 0.3%
Value ($000) $2,870 Shares 16,198 Est. Cost $140.45 Unrealized +21.4%
GILD GILEAD SCIENCES INC 0.3%
Value ($000) $2,847 Shares 46,143 Est. Cost $56.91 Unrealized -2.0%
CTRA COTERRA ENERGY INC 0.3%
Value ($000) $2,746 Shares 105,152 Est. Cost $17.39 Unrealized +42.1%
VBR VANGUARD SMALL CAP VALUE ETF 0.3%
Value ($000) $2,718 Shares 18,957 Est. Cost $116.98 Unrealized
VGT VANGUARD INFORMATION TECHNOLOGY 0.3%
Value ($000) $2,702 Shares 8,791 Est. Cost $211.67 Unrealized
DUK DUKE ENERGY CORP 0.3%
Value ($000) $2,686 Shares 28,882 Est. Cost $66.30 Unrealized +41.8%
VOE VANGUARD MID-CAP VALUE ETF (MKT) 0.3%
Value ($000) $2,685 Shares 22,048 Est. Cost $88.03 Unrealized
XLP CONSUMER STAPLES SELECT SECTOR 0.2%
Value ($000) $2,665 Shares 39,946 Est. Cost $57.48 Unrealized
INTC INTEL CORP 0.2%
Value ($000) $2,665 Shares 103,429 Est. Cost $29.97 Unrealized +7.8%
LINDE PLC 0.2%
Value ($000) $2,635 Shares 9,774 Est. Cost $161.53 Unrealized
IVE ISHARES S&P 500 VALUE (MKT) 0.2%
Value ($000) $2,610 Shares 20,309 Est. Cost $149.00 Unrealized
VOT VANGUARD MID-CAP GROWTH ETF 0.2%
Value ($000) $2,604 Shares 15,275 Est. Cost $144.51 Unrealized
T AT&T INC 0.2%
Value ($000) $2,597 Shares 169,302 Est. Cost $14.48 Unrealized +4.2%
SUSA ISHARES MSCI USA ESG SELECT 0.2%
Value ($000) $2,597 Shares 34,210 Est. Cost $95.75 Unrealized
MCD MCDONALDS CORP 0.2%
Value ($000) $2,573 Shares 11,151 Est. Cost $121.15 Unrealized +95.0%
GPC GENUINE PARTS CO 0.2%
Value ($000) $2,554 Shares 17,102 Est. Cost $96.93 Unrealized +41.8%
ADP AUTOMATIC DATA PROCESSING INC 0.2%
Value ($000) $2,453 Shares 10,843 Est. Cost $131.54 Unrealized +66.5%
V VISA INC 0.2%
Value ($000) $2,408 Shares 13,554 Est. Cost $117.18 Unrealized +69.3%
VNQ VANGUARD REAL ESTATE ETF 0.2%
Value ($000) $2,358 Shares 29,412 Est. Cost $83.97 Unrealized
ETR ENTERGY CORP NEW 0.2%
Value ($000) $2,341 Shares 23,263 Est. Cost $26.68 Unrealized +89.9%
BSV VANGUARD SHORT-TERM BOND ETF 0.2%
Value ($000) $2,249 Shares 30,066 Est. Cost $81.23 Unrealized
ZBH ZIMMER BIOMET HLDGS INC 0.2%
Value ($000) $2,217 Shares 21,203 Est. Cost $117.89 Unrealized -9.7%
TSN TYSON FOODS INC 0.2%
Value ($000) $2,170 Shares 32,916 Est. Cost $52.70 Unrealized +33.6%
D DOMINION ENERGY INC 0.2%
Value ($000) $2,098 Shares 30,371 Est. Cost $52.40 Unrealized +30.4%
CVS CVS HEALTH CORPORATION 0.2%
Value ($000) $2,093 Shares 21,954 Est. Cost $66.42 Unrealized +31.9%
USB US BANCORP DEL 0.2%
Value ($000) $2,077 Shares 51,510 Est. Cost $32.86 Unrealized +19.4%
KLAC KLA-TENCOR CORP 0.2%
Value ($000) $2,058 Shares 6,800 Est. Cost $150.21 Unrealized +122.8%
VBK VANGUARD SMALL CAP GROWTH ETF 0.2%
Value ($000) $2,041 Shares 10,458 Est. Cost $133.42 Unrealized
MINT PIMCO ENHANCED SHORT MATURITY 0.2%
Value ($000) $2,027 Shares 20,501 Est. Cost $101.46 Unrealized
SAM BOSTON BEER INC CL A 0.2%
Value ($000) $1,950 Shares 6,025 Est. Cost $390.17 Unrealized -11.4%
EW EDWARDS LIFESCIENCES CORP 0.2%
Value ($000) $1,945 Shares 23,531 Est. Cost $76.08 Unrealized +26.5%
SHEL ROYAL DUTCH SHELL PLC 0.2%
Value ($000) $1,942 Shares 39,045 Est. Cost $52.29 Unrealized
TGT TARGET CORP 0.2%
Value ($000) $1,941 Shares 13,081 Est. Cost $54.97 Unrealized +160.0%
TJX TJX COS INC NEW 0.2%
Value ($000) $1,936 Shares 31,155 Est. Cost $51.17 Unrealized +17.0%
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $1,896 Shares 15,955 Est. Cost $103.53 Unrealized +11.7%
XLE ENERGY SELECT SECTOR SPDR FUND 0.2%
Value ($000) $1,888 Shares 26,208 Est. Cost $48.86 Unrealized
ACN ACCENTURE PLC 0.2%
Value ($000) $1,868 Shares 7,260 Est. Cost $141.36 Unrealized +94.3%
IWB ISHARES RUSSELL 1000 (MKT) 0.2%
Value ($000) $1,860 Shares 9,426 Est. Cost $132.80 Unrealized
MET METLIFE INC 0.2%
Value ($000) $1,826 Shares 30,034 Est. Cost $51.10 Unrealized +12.8%
MA MASTERCARD INC 0.2%
Value ($000) $1,807 Shares 6,356 Est. Cost $238.88 Unrealized +36.1%
DVY ISHARES SELECT DIVIDEND (MKT) 0.2%
Value ($000) $1,801 Shares 16,800 Est. Cost $88.07 Unrealized
SLB SCHLUMBERGER LTD 0.2%
Value ($000) $1,767 Shares 49,213 Est. Cost $36.16 Unrealized -7.6%
PAVE GLOBAL X US INFRASTRUTURE 0.2%
Value ($000) $1,760 Shares 76,344 Est. Cost $25.89 Unrealized
DOW DOW INC COM 0.2%
Value ($000) $1,759 Shares 40,044 Est. Cost $46.97 Unrealized -11.7%
KRE SPDR S&P REGIONAL BANKING ETF 0.2%
Value ($000) $1,759 Shares 29,869 Est. Cost $46.03 Unrealized
XLC COMMUNICATION SERVICES SELECT 0.2%
Value ($000) $1,742 Shares 36,378 Est. Cost $53.90 Unrealized
BKNG BOOKING HLDGS INC 0.2%
Value ($000) $1,732 Shares 1,054 Est. Cost $2258.33 Unrealized -18.2%
BA BOEING CO 0.2%
Value ($000) $1,716 Shares 14,174 Est. Cost $145.97 Unrealized +5.1%
MO ALTRIA GROUP INC 0.2%
Value ($000) $1,695 Shares 41,946 Est. Cost $32.04 Unrealized +3.2%
XLB MATERIALS SELECT SECTOR SPDR 0.2%
Value ($000) $1,678 Shares 24,669 Est. Cost $54.54 Unrealized
ICLN ISHARES GLOBAL CLEAN ENERGY ETF 0.2%
Value ($000) $1,674 Shares 87,672 Est. Cost $22.43 Unrealized
IAU ISHARES GOLD TRUST 0.2%
Value ($000) $1,666 Shares 52,850 Est. Cost $33.71 Unrealized
DRI DARDEN RESTAURANTS INC 0.2%
Value ($000) $1,655 Shares 13,098 Est. Cost $57.66 Unrealized +94.5%
ZTS ZOETIS INC 0.2%
Value ($000) $1,655 Shares 11,158 Est. Cost $86.75 Unrealized +86.1%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS 0.2%
Value ($000) $1,636 Shares 28,481 Est. Cost $52.03 Unrealized +19.0%
GIS GENERAL MILLS INC 0.2%
Value ($000) $1,622 Shares 21,184 Est. Cost $43.39 Unrealized +56.2%
XLU UTILITIES SELECT SECTOR SPDRR 0.2%
Value ($000) $1,617 Shares 24,685 Est. Cost $55.93 Unrealized
LLY ELI LILLY & CO 0.1%
Value ($000) $1,606 Shares 4,964 Est. Cost $98.52 Unrealized +212.7%
ALL ALLSTATE CORP 0.1%
Value ($000) $1,587 Shares 12,742 Est. Cost $74.66 Unrealized +53.5%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.1%
Value ($000) $1,586 Shares 8,838 Est. Cost $148.94 Unrealized
OZK BANK OZK 0.1%
Value ($000) $1,583 Shares 40,008 Est. Cost $33.81 Unrealized +4.4%
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $1,549 Shares 22,052 Est. Cost $58.37 Unrealized +24.1%
XYL XYLEM INC 0.1%
Value ($000) $1,520 Shares 17,393 Est. Cost $57.75 Unrealized +51.1%
ICE INTERCONTINENTALEXCHANGE GROUP 0.1%
Value ($000) $1,505 Shares 16,662 Est. Cost $67.94 Unrealized +41.0%
EMR EMERSON ELECTRIC CO 0.1%
Value ($000) $1,501 Shares 20,494 Est. Cost $41.34 Unrealized +87.8%
CB CHUBB LIMITED 0.1%
Value ($000) $1,451 Shares 7,982 Est. Cost $115.80 Unrealized +56.9%
GD GENERAL DYNAMICS CORP 0.1%
Value ($000) $1,439 Shares 6,783 Est. Cost $159.58 Unrealized +32.1%
IYH ISHARES US HEALTHCARE (MKT) 0.1%
Value ($000) $1,412 Shares 5,581 Est. Cost $162.59 Unrealized
NUE NUCOR CORP 0.1%
Value ($000) $1,366 Shares 12,769 Est. Cost $44.05 Unrealized +170.4%
ITT ITT INC 0.1%
Value ($000) $1,363 Shares 20,858 Est. Cost $62.03 Unrealized +17.5%
DVN DEVON ENERGY CORP NEW 0.1%
Value ($000) $1,353 Shares 22,507 Est. Cost $31.99 Unrealized +65.5%
PAYX PAYCHEX INC 0.1%
Value ($000) $1,351 Shares 12,037 Est. Cost $60.22 Unrealized +86.2%
KEX KIRBY CORP 0.1%
Value ($000) $1,328 Shares 21,850 Est. Cost $54.74 Unrealized +17.0%
IEI ISHARES 3-7 YEAR TREASURY BOND 0.1%
Value ($000) $1,292 Shares 11,303 Est. Cost $130.24 Unrealized
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $1,269 Shares 9,406 Est. Cost $64.12 Unrealized +126.0%
PM PHILIP MORRIS INTERNATIONAL INC 0.1%
Value ($000) $1,240 Shares 14,926 Est. Cost $59.48 Unrealized +36.1%
ETN EATON CORP PLC 0.1%
Value ($000) $1,207 Shares 9,047 Est. Cost $63.66 Unrealized +109.6%
ESGD ISHARES ESG MSCI EAFE ETF 0.1%
Value ($000) $1,193 Shares 21,263 Est. Cost $78.73 Unrealized
UPS UNITED PARCEL SERVICE 0.1%
Value ($000) $1,189 Shares 7,363 Est. Cost $77.56 Unrealized +106.9%
DON WISDOMTREE US MIDCAP 0.1%
Value ($000) $1,183 Shares 31,413 Est. Cost $51.70 Unrealized
BNDX VANGUARD TOTAL INTERNATIONAL 0.1%
Value ($000) $1,161 Shares 24,315 Est. Cost $56.58 Unrealized
KR KROGER CO 0.1%
Value ($000) $1,155 Shares 26,404 Est. Cost $23.67 Unrealized +86.2%
ZION ZIONS BANCORP 0.1%
Value ($000) $1,146 Shares 22,527 Est. Cost $45.51 Unrealized +20.2%
CBSH COMMERCE BANCSHARES INC 0.1%
Value ($000) $1,115 Shares 16,851 Est. Cost $42.67 Unrealized +31.8%
TFC TRUIST FINL CORP 0.1%
Value ($000) $1,114 Shares 25,587 Est. Cost $40.80 Unrealized -1.4%
KDP KEURIG DR PEPPER INC COM 0.1%
Value ($000) $1,055 Shares 29,461 Est. Cost $28.35 Unrealized +21.4%
KBE SPDR S&P BANK ETF (MKT) 0.1%
Value ($000) $1,053 Shares 23,773 Est. Cost $42.69 Unrealized
IWR ISHARES RUSSELL MID-CAP (MKT) 0.1%
Value ($000) $1,049 Shares 16,880 Est. Cost $70.46 Unrealized
CBRE CBRE GROUP INC 0.1%
Value ($000) $1,031 Shares 15,262 Est. Cost $79.27 Unrealized 0.0%
EA ELECTRONIC ARTS INC 0.1%
Value ($000) $1,023 Shares 8,837 Est. Cost $126.44 Unrealized -1.8%
VIG VANGUARD DIVIDEND APPREC IDX ETF 0.1%
Value ($000) $1,020 Shares 7,542 Est. Cost $92.44 Unrealized
FMC FMC CORP 0.1%
Value ($000) $1,009 Shares 9,539 Est. Cost $76.02 Unrealized +24.8%
C CITIGROUP INC 0.1%
Value ($000) $977 Shares 23,445 Est. Cost $41.86 Unrealized +4.3%
IDU ISHARES US UTILITIES (MKT) 0.1%
Value ($000) $977 Shares 12,036 Est. Cost $104.02 Unrealized
NSC NORFOLK SOUTHERN CORP 0.1%
Value ($000) $953 Shares 4,544 Est. Cost $108.77 Unrealized +104.9%
PH PARKER HANNIFIN CORP 0.1%
Value ($000) $943 Shares 3,892 Est. Cost $131.74 Unrealized +96.6%
PYPL PAYPAL HLDGS INC 0.1%
Value ($000) $928 Shares 10,782 Est. Cost $97.89 Unrealized -9.6%
EXC EXELON CORP 0.1%
Value ($000) $915 Shares 24,438 Est. Cost $23.55 Unrealized +65.9%
TRMB TRIMBLE INC 0.1%
Value ($000) $891 Shares 16,409 Est. Cost $40.77 Unrealized +55.1%
ILMN ILLUMINA INC 0.1%
Value ($000) $889 Shares 4,661 Est. Cost $343.63 Unrealized -42.4%
ENB ENBRIDGE INC 0.1%
Value ($000) $885 Shares 23,869 Est. Cost $23.85 Unrealized +41.7%
MLM MARTIN MARIETTA MATERIALS INC 0.1%
Value ($000) $873 Shares 2,709 Est. Cost $203.12 Unrealized +63.2%
BHP BHP GROUP LIMITED 0.1%
Value ($000) $867 Shares 17,328 Est. Cost $43.34 Unrealized
VGK VANGUARD EUROPEAN STOCK INDEX 0.1%
Value ($000) $862 Shares 18,675 Est. Cost $49.18 Unrealized
XLRE THE REAL ESTATE SLECT SECTOR 0.1%
Value ($000) $859 Shares 23,842 Est. Cost $39.74 Unrealized
IYC ISHARES US CONSUMER SERVICES 0.1%
Value ($000) $859 Shares 14,761 Est. Cost $94.10 Unrealized
IYK ISHARES US CONSUMER STAPLES ETF 0.1%
Value ($000) $858 Shares 4,769 Est. Cost $118.78 Unrealized
ALC ALCON INC 0.1%
Value ($000) $829 Shares 14,250 Est. Cost $58.01 Unrealized +18.4%
PPG PPG INDUSTRIES INC 0.1%
Value ($000) $817 Shares 7,387 Est. Cost $91.82 Unrealized +25.1%
ROP ROPER TECHNOLOGIES INC 0.1%
Value ($000) $811 Shares 2,256 Est. Cost $297.94 Unrealized +33.7%
IP INTERNATIONAL PAPER CO 0.1%
Value ($000) $790 Shares 24,917 Est. Cost $37.59 Unrealized -6.8%
FHI FEDERATED INVESTORS INC PA 0.1%
Value ($000) $789 Shares 23,806 Est. Cost $19.49 Unrealized +51.7%
NVS NOVARTIS AG 0.1%
Value ($000) $786 Shares 10,346 Est. Cost $76.78 Unrealized
VDE VANGUARD ENERGY ETF (MKT) 0.1%
Value ($000) $776 Shares 7,638 Est. Cost $52.07 Unrealized
J JACOBS SOLUTIONS INC 0.1%
Value ($000) $748 Shares 6,901 Est. Cost $100.68 Unrealized 0.0%
ASO ACADEMY SPORTS & OUTDOORS INC 0.1%
Value ($000) $747 Shares 17,712 Est. Cost $35.70 Unrealized +19.4%
IYJ ISHARES US INDUSTRIALS (MKT) 0.1%
Value ($000) $728 Shares 8,686 Est. Cost $112.61 Unrealized
VOX VANGUARD COMMUNICATION SRVCS 0.1%
Value ($000) $728 Shares 8,828 Est. Cost $94.41 Unrealized
NEM NEWMONT GOLDCORP 0.1%
Value ($000) $728 Shares 17,330 Est. Cost $44.00 Unrealized -4.2%
ECL ECOLAB INC 0.1%
Value ($000) $725 Shares 5,027 Est. Cost $161.49 Unrealized -3.4%
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $720 Shares 1,531 Est. Cost $306.73 Unrealized +46.9%
VHT VANGUARD HEALTH CARE INDEX 0.1%
Value ($000) $702 Shares 3,141 Est. Cost $125.49 Unrealized
AVGO BROADCOM INC COM 0.1%
Value ($000) $701 Shares 1,579 Est. Cost $23.55 Unrealized +104.2%
GWX SPDR S&P INTERNATIONAL SMALL 0.1%
Value ($000) $699 Shares 26,797 Est. Cost $22.96 Unrealized
WFC WELLS FARGO & CO 0.1%
Value ($000) $697 Shares 17,314 Est. Cost $30.59 Unrealized +28.7%
CRL CHARLES RIVER LABORATORIES 0.1%
Value ($000) $685 Shares 3,482 Est. Cost $169.21 Unrealized +27.6%
ETSY ETSY INC 0.1%
Value ($000) $681 Shares 6,804 Est. Cost $161.19 Unrealized -36.7%
SPG SIMON PROPERTY GROUP INC NEW 0.1%
Value ($000) $678 Shares 7,551 Est. Cost $110.37 Unrealized -23.4%
CSX CSX CORP 0.1%
Value ($000) $661 Shares 24,805 Est. Cost $23.14 Unrealized +27.9%
BLACKROCK INC 0.1%
Value ($000) $657 Shares 1,194 Est. Cost $693.19 Unrealized
ADSK AUTODESK INC 0.1%
Value ($000) $652 Shares 3,493 Est. Cost $52.14 Unrealized +287.6%
LHX L3HARRIS TECHNOLOGIES INC COM 0.1%
Value ($000) $645 Shares 3,101 Est. Cost $176.86 Unrealized +21.3%
IGSB ISHARES SHORT-TERM 0.1%
Value ($000) $645 Shares 13,084 Est. Cost $54.91 Unrealized
IYM ISHARES U.S. BASIC MATERIALS ETF 0.1%
Value ($000) $637 Shares 5,882 Est. Cost $93.27 Unrealized
IEX IDEX CORP 0.1%
Value ($000) $637 Shares 3,187 Est. Cost $179.46 Unrealized +7.9%
IGIB ISHARES INTERMEDIATE-TERM 0.1%
Value ($000) $622 Shares 12,884 Est. Cost $60.86 Unrealized
ABBNY ABB LTD 0.1%
Value ($000) $601 Shares 23,417 Est. Cost $20.37 Unrealized
FRCB FIRST REP BK SAN FRANCISCO CA 0.1%
Value ($000) $601 Shares 4,608 Est. Cost $152.87 Unrealized 0.0%
YUM YUM! BRANDS INC 0.1%
Value ($000) $596 Shares 5,603 Est. Cost $59.78 Unrealized +81.9%
ADI ANALOG DEVICES INC 0.1%
Value ($000) $590 Shares 4,231 Est. Cost $44.39 Unrealized +235.6%
MMM 3M CO 0.1%
Value ($000) $579 Shares 5,239 Est. Cost $106.13 Unrealized -9.1%
BOTZ GLOBAL X ROBOTICS ATTFCL 0.1%
Value ($000) $575 Shares 31,820 Est. Cost $30.88 Unrealized
VCR VANGUARD CONSUMER DISCRETIONARY 0.1%
Value ($000) $568 Shares 2,417 Est. Cost $138.56 Unrealized
KELLOGG CO 0.1%
Value ($000) $567 Shares 8,135 Est. Cost $48.84 Unrealized +25.2%
VIS VANGUARD INDUSTRIALS ETF (MKT) 0.1%
Value ($000) $554 Shares 3,515 Est. Cost $123.72 Unrealized
AKAM AKAMAI TECHNOLOGIES INC 0.1%
Value ($000) $552 Shares 6,870 Est. Cost $74.31 Unrealized +22.5%
SPSB SPDR PORTFOLIO SHORT 0.1%
Value ($000) $545 Shares 18,631 Est. Cost $30.60 Unrealized
AMAT APPLIED MATERIALS INC 0.1%
Value ($000) $544 Shares 6,638 Est. Cost $35.38 Unrealized +164.2%
NUMV NUVEEN ESG MID CP VAL ETF 0.0%
Value ($000) $536 Shares 18,873 Est. Cost $36.29 Unrealized
KHC KRAFT HEINZ CO 0.0%
Value ($000) $529 Shares 15,848 Est. Cost $32.82 Unrealized -4.1%
VLO VALERO ENERGY CORP NEW 0.0%
Value ($000) $527 Shares 4,928 Est. Cost $43.95 Unrealized +126.1%
VMC VULCAN MATERIALS CO 0.0%
Value ($000) $525 Shares 3,329 Est. Cost $113.46 Unrealized +39.4%
OTIS OTIS WORLDWIDE CORP GLBL 0.0%
Value ($000) $519 Shares 8,131 Est. Cost $47.48 Unrealized +45.9%
BP BP PLC 0.0%
Value ($000) $506 Shares 17,720 Est. Cost $36.33 Unrealized
CTVA CORTEVA INC 0.0%
Value ($000) $500 Shares 8,747 Est. Cost $25.02 Unrealized +124.5%
EXPD EXPEDITORS INTERNATIONAL 0.0%
Value ($000) $498 Shares 5,635 Est. Cost $42.48 Unrealized +126.0%
PZA INVESCO NATIONAL AMT FREE MUNI 0.0%
Value ($000) $489 Shares 22,126 Est. Cost $22.10 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $487 Shares 13,713 Est. Cost $17.13 Unrealized +119.5%
GNRC GENERAC HLDGS INC 0.0%
Value ($000) $484 Shares 2,719 Est. Cost $297.27 Unrealized -22.9%
IJT ISHARES S&P SMALL-CAP 600 GROWTH 0.0%
Value ($000) $483 Shares 4,754 Est. Cost $151.93 Unrealized
CMCSA COMCAST CORP 0.0%
Value ($000) $482 Shares 16,440 Est. Cost $34.68 Unrealized -2.9%
ITM VANECK VECTORS INTRMDT MUNI ETF 0.0%
Value ($000) $464 Shares 10,659 Est. Cost $43.53 Unrealized
GLOBAL X TELMDC&DIG HLTH ET 0.0%
Value ($000) $458 Shares 40,570 Est. Cost $15.69 Unrealized
SYK STRYKER CORP 0.0%
Value ($000) $448 Shares 2,210 Est. Cost $238.18 Unrealized -14.8%
TSLA TESLA INC 0.0%
Value ($000) $448 Shares 1,689 Est. Cost $257.52 Unrealized +8.4%
PKG PACKAGING CORP AMERICA 0.0%
Value ($000) $441 Shares 3,940 Est. Cost $111.34 Unrealized +9.4%
SDOG ALPS SECTOR DIVIDEND 0.0%
Value ($000) $440 Shares 9,753 Est. Cost $42.53 Unrealized
VDC VANGUARD CONSUMER STAPLES ETF 0.0%
Value ($000) $436 Shares 2,535 Est. Cost $141.07 Unrealized
ESGE ISHARES ESG MSCI EM ETF 0.0%
Value ($000) $423 Shares 15,282 Est. Cost $43.24 Unrealized
IYF ISHARES US FINANCIALS (MKT) 0.0%
Value ($000) $422 Shares 6,250 Est. Cost $88.36 Unrealized
HSY HERSHEY CO 0.0%
Value ($000) $413 Shares 1,872 Est. Cost $131.16 Unrealized +56.5%
RF REGIONS FINANCIAL CORP NEW 0.0%
Value ($000) $412 Shares 20,518 Est. Cost $10.69 Unrealized +69.7%
IYE ISHARES US ENERGY (MKT) 0.0%
Value ($000) $411 Shares 10,447 Est. Cost $35.18 Unrealized
BRK/A BERKSHIRE HATHAWAY INC 0.0%
Value ($000) $406 Shares 1 Est. Cost $254593.95 Unrealized +68.2%
WM WASTE MANAGEMENT INC 0.0%
Value ($000) $383 Shares 2,395 Est. Cost $77.90 Unrealized +100.9%
BR BROADRIDGE FINANCIAL SOLUTIONS 0.0%
Value ($000) $382 Shares 2,641 Est. Cost $122.68 Unrealized +24.8%
BND VANGUARD TOTAL BOND MARKET ETF 0.0%
Value ($000) $374 Shares 5,240 Est. Cost $84.24 Unrealized
NUMG NUVEEN ESG MIDCP GWTH ETF 0.0%
Value ($000) $372 Shares 11,275 Est. Cost $54.21 Unrealized
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $370 Shares 7,330 Est. Cost $21.26 Unrealized +4.6%
FDX FEDEX CORP 0.0%
Value ($000) $367 Shares 2,473 Est. Cost $172.12 Unrealized +13.7%
BALL BALL CORP 0.0%
Value ($000) $366 Shares 7,568 Est. Cost $36.35 Unrealized +61.1%
CMA COMERICA INC 0.0%
Value ($000) $361 Shares 5,075 Est. Cost $68.34 Unrealized -3.2%
MPC MARATHON PETE CORP 0.0%
Value ($000) $357 Shares 3,597 Est. Cost $39.52 Unrealized +119.9%
VFH VANGUARD FINANCIALS INDEX 0.0%
Value ($000) $357 Shares 4,796 Est. Cost $62.26 Unrealized
MDT MEDTRONIC PLC 0.0%
Value ($000) $351 Shares 4,347 Est. Cost $74.87 Unrealized +7.9%
AOS SMITH A O CORP 0.0%
Value ($000) $350 Shares 7,210 Est. Cost $39.58 Unrealized +36.4%
EOG EOG RESOURCES INC 0.0%
Value ($000) $350 Shares 3,127 Est. Cost $51.23 Unrealized +90.6%
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $342 Shares 3,823 Est. Cost $80.06 Unrealized +13.3%
LUV SOUTHWEST AIRLINES CO 0.0%
Value ($000) $341 Shares 11,068 Est. Cost $46.99 Unrealized -25.8%
JKHY HENRY JACK & ASSOCIATES INC 0.0%
Value ($000) $339 Shares 1,858 Est. Cost $147.78 Unrealized +27.0%
F FORD MOTOR COMPANY 0.0%
Value ($000) $335 Shares 29,906 Est. Cost $7.09 Unrealized +53.2%
EL LAUDER ESTEE COS INC 0.0%
Value ($000) $333 Shares 1,543 Est. Cost $157.44 Unrealized +52.8%
MGK VANGUARD MEGA CAP GROWTH INDEX 0.0%
Value ($000) $323 Shares 1,855 Est. Cost $83.45 Unrealized
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value ($000) $322 Shares 24,481 Est. Cost $8.20 Unrealized +39.3%
VPU VANGUARD UTILITIES ETF (MKT) 0.0%
Value ($000) $322 Shares 2,265 Est. Cost $114.46 Unrealized
EFV ISHARES MSCI EAFE VALUE (MKT) 0.0%
Value ($000) $319 Shares 8,292 Est. Cost $50.77 Unrealized
IBB ISHARES NASDAQ BIOTECHNOLOGY 0.0%
Value ($000) $313 Shares 2,675 Est. Cost $161.33 Unrealized
CHRW C.H. ROBINSON WORLDWIDE INC 0.0%
Value ($000) $309 Shares 3,210 Est. Cost $57.78 Unrealized +70.8%
MCK MCKESSON CORP 0.0%
Value ($000) $305 Shares 896 Est. Cost $214.77 Unrealized +58.9%
FE FIRSTENERGY CORP 0.0%
Value ($000) $304 Shares 8,216 Est. Cost $23.64 Unrealized +45.4%
STX SEAGATE TECHNOLOGY HLDNGS PLC 0.0%
Value ($000) $297 Shares 5,577 Est. Cost $76.34 Unrealized -15.5%
AZN ASTRAZENECA PLC 0.0%
Value ($000) $295 Shares 5,375 Est. Cost $60.08 Unrealized
WESTROCK CO 0.0%
Value ($000) $286 Shares 9,256 Est. Cost $28.92 Unrealized
ACTIVISION BLIZZARD INC 0.0%
Value ($000) $286 Shares 3,851 Est. Cost $78.98 Unrealized
CFR CULLEN FROST BANKERS INC 0.0%
Value ($000) $286 Shares 2,165 Est. Cost $97.86 Unrealized +20.4%
VYM VANGUARD HIGH DIVIDEND YIELD 0.0%
Value ($000) $285 Shares 3,000 Est. Cost $81.00 Unrealized
SMBC SOUTHERN MO BANCORP INC 0.0%
Value ($000) $283 Shares 5,540 Est. Cost $32.74 Unrealized +46.2%
QCRH QCR HOLDINGS INC 0.0%
Value ($000) $279 Shares 5,473 Est. Cost $53.74 Unrealized +2.6%
SCHD SCHWAB U.S. DIVIDEND EQUITY ETF 0.0%
Value ($000) $278 Shares 4,190 Est. Cost $75.47 Unrealized
AJG GALLAGHER ARTHUR J & CO 0.0%
Value ($000) $270 Shares 1,577 Est. Cost $140.58 Unrealized +22.2%
AEE AMEREN CORP 0.0%
Value ($000) $263 Shares 3,262 Est. Cost $37.79 Unrealized +117.4%
ITW ILLINOIS TOOL WORKS INC 0.0%
Value ($000) $262 Shares 1,453 Est. Cost $138.59 Unrealized +31.1%
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $261 Shares 4,761 Est. Cost $38.90 Unrealized +45.5%
AMLP ALERIAN MLP 0.0%
Value ($000) $259 Shares 7,084 Est. Cost $26.21 Unrealized
IXC ISHARES GLOBAL ENERGY (MKT) 0.0%
Value ($000) $257 Shares 7,714 Est. Cost $17.71 Unrealized
RSG REPUBLIC SERVICES INC 0.0%
Value ($000) $256 Shares 1,880 Est. Cost $101.32 Unrealized +32.1%
MUR MURPHY OIL CORP 0.0%
Value ($000) $256 Shares 7,276 Est. Cost $22.77 Unrealized +33.4%
CEF SPROTT PHYSICAL 0.0%
Value ($000) $256 Shares 16,459 Est. Cost $17.12 Unrealized
ACWX ISHARES MSCI ACWI EX US 0.0%
Value ($000) $251 Shares 6,274 Est. Cost $46.16 Unrealized
RVTY PERKINELMER INC 0.0%
Value ($000) $250 Shares 2,080 Est. Cost $80.41 Unrealized +73.9%
TSM TAIWAN SEMICONDUCTOR 0.0%
Value ($000) $248 Shares 3,614 Est. Cost $108.43 Unrealized
CTAS CINTAS CORP 0.0%
Value ($000) $248 Shares 640 Est. Cost $93.97 Unrealized +5.4%
NWL NEWELL BRANDS INC 0.0%
Value ($000) $245 Shares 17,570 Est. Cost $18.53 Unrealized -13.9%
RSP INVESCO EXCHANGE TRADED FD TR 0.0%
Value ($000) $244 Shares 1,920 Est. Cost $155.23 Unrealized
KMI KINDER MORGAN INC 0.0%
Value ($000) $242 Shares 14,572 Est. Cost $13.85 Unrealized +6.7%
MAR MARRIOTT INTERNATIONAL INC NEW 0.0%
Value ($000) $241 Shares 1,717 Est. Cost $114.37 Unrealized +29.2%
SLI STANDARD LITHIUM LTD 0.0%
Value ($000) $237 Shares 54,636 Est. Cost $6.45 Unrealized -18.8%
DES WISDOMTREE SMALLCAP DIVIDEND 0.0%
Value ($000) $225 Shares 8,735 Est. Cost $42.48 Unrealized
CAG CONAGRA BRANDS INC 0.0%
Value ($000) $223 Shares 6,835 Est. Cost $26.62 Unrealized +9.1%
JBHT HUNT J B TRANSPORTATION SERVICES 0.0%
Value ($000) $219 Shares 1,397 Est. Cost $108.60 Unrealized +55.5%
TTC TORO CO 0.0%
Value ($000) $216 Shares 2,500 Est. Cost $85.59 Unrealized 0.0%
IJS ISHARES S&P SMALL-CAP 600 VALUE 0.0%
Value ($000) $214 Shares 2,598 Est. Cost $108.81 Unrealized
HOMB HOME BANCSHARES INC 0.0%
Value ($000) $214 Shares 9,500 Est. Cost $23.21 Unrealized 0.0%
VAW VANGUARD MATERIALS ETF (MKT) 0.0%
Value ($000) $213 Shares 1,438 Est. Cost $121.00 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $211 Shares 6,716 Est. Cost $40.53 Unrealized
GLW CORNING INC 0.0%
Value ($000) $205 Shares 7,051 Est. Cost $18.98 Unrealized +62.0%
BAX BAXTER INTERNATIONAL INC 0.0%
Value ($000) $202 Shares 3,743 Est. Cost $43.67 Unrealized +26.7%
TDY TELEDYNE TECHNOLOGIES INC 0.0%
Value ($000) $202 Shares 600 Est. Cost $435.02 Unrealized -12.3%
NEOG NEOGEN CORP 0.0%
Value ($000) $195 Shares 13,925 Est. Cost $24.94 Unrealized -19.3%
KRP KIMBELL ROYALTY PARTNERS LP 0.0%
Value ($000) $183 Shares 10,750 Est. Cost $13.67 Unrealized
DUN & BRADSTREET HLDGS INC 0.0%
Value ($000) $181 Shares 14,625 Est. Cost $16.82 Unrealized
CALAMOS STRATEGIC TOTAL RETURN 0.0%
Value ($000) $167 Shares 13,377 Est. Cost $13.08 Unrealized
FORTRESS TRANS INFRST 0.0%
Value ($000) $150 Shares 10,000 Est. Cost $28.90 Unrealized
UAA UNDER ARMOUR INC 0.0%
Value ($000) $82 Shares 12,350 Est. Cost $19.90 Unrealized -56.0%
VUZI VUZIX CORP COM 0.0%
Value ($000) $75 Shares 12,900 Est. Cost $13.05 Unrealized -40.9%
FIP FTAI INFRASTRUCTURE INC 0.0%
Value ($000) $60 Shares 25,000 Est. Cost $2.61 Unrealized 0.0%