&PARTNERS Diversified Active

CIK: 0000107136 · Show all filings

Period: Q3 2021 (← Previous) (Next →)

Filing Date: Oct 7, 2021

Total Value ($000): $157,296 (100.0% shares, 0.0% debt)

Holdings (180)

IJR ISHARES TR 7.8%
Value ($000) $12,289 Shares 112,847 Est. Cost $76.42 Unrealized
IJH ISHARES TR 7.6%
Value ($000) $11,956 Shares 45,569 Est. Cost $192.35 Unrealized
AAPL APPLE INC 5.5%
Value ($000) $8,592 Shares 60,720 Est. Cost $90.55 Unrealized +58.9%
VEU VANGUARD INTL EQUITY INDEX F 3.5%
Value ($000) $5,542 Shares 90,915 Est. Cost $48.96 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 3.5%
Value ($000) $5,477 Shares 109,514 Est. Cost $41.11 Unrealized
IVV ISHARES TR 2.8%
Value ($000) $4,408 Shares 10,231 Est. Cost $277.82 Unrealized
DVY ISHARES TR 2.3%
Value ($000) $3,672 Shares 32,011 Est. Cost $107.32 Unrealized
BX BLACKSTONE INC 2.0%
Value ($000) $3,072 Shares 26,406 Est. Cost $39.96 Unrealized +151.1%
AMZN AMAZON COM INC 1.5%
Value ($000) $2,329 Shares 709 Est. Cost $97.32 Unrealized +77.2%
KO COCA COLA CO 1.4%
Value ($000) $2,184 Shares 41,623 Est. Cost $46.97 Unrealized +3.9%
RITM NEW RESIDENTIAL INVT CORP 1.3%
Value ($000) $2,055 Shares 186,806 Est. Cost $8.78 Unrealized
OXFORD LANE CAP CORP 1.3%
Value ($000) $2,043 Shares 283,325 Est. Cost $6.85 Unrealized
CBRL CRACKER BARREL OLD CTRY STOR 1.3%
Value ($000) $1,969 Shares 14,078 Est. Cost $124.06 Unrealized -6.9%
URI UNITED RENTALS INC 1.2%
Value ($000) $1,876 Shares 5,345 Est. Cost $120.72 Unrealized +169.3%
GPMT GRANITE PT MTG TR INC 1.2%
Value ($000) $1,831 Shares 138,995 Est. Cost $7.61 Unrealized
FXL FIRST TR EXCHANGE TRADED FD 1.1%
Value ($000) $1,685 Shares 13,717 Est. Cost $87.48 Unrealized
DELL DELL TECHNOLOGIES INC 1.0%
Value ($000) $1,584 Shares 15,225 Est. Cost $25.26 Unrealized +80.9%
FTSL FIRST TR EXCHANGE-TRADED FD 1.0%
Value ($000) $1,555 Shares 32,498 Est. Cost $45.62 Unrealized
CHMI CHERRY HILL MTG INVT CORP 0.9%
Value ($000) $1,478 Shares 166,421 Est. Cost $8.12 Unrealized
IFV FIRST TR EXCHANGE-TRADED FD 0.9%
Value ($000) $1,443 Shares 63,483 Est. Cost $17.96 Unrealized
CSTM CONSTELLIUM SE 0.9%
Value ($000) $1,442 Shares 76,795 Est. Cost $12.97 Unrealized +48.4%
GREAT AJAX CORP 0.9%
Value ($000) $1,429 Shares 105,954 Est. Cost $14.20 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.9%
Value ($000) $1,427 Shares 5,228 Est. Cost $211.14 Unrealized +33.0%
MSFT MICROSOFT CORP 0.9%
Value ($000) $1,423 Shares 5,047 Est. Cost $158.25 Unrealized +77.4%
AMGN AMGEN INC 0.9%
Value ($000) $1,422 Shares 6,689 Est. Cost $192.06 Unrealized +4.3%
V VISA INC 0.9%
Value ($000) $1,398 Shares 6,278 Est. Cost $137.60 Unrealized +65.0%
FMB FIRST TR EXCH TRADED FD III 0.9%
Value ($000) $1,394 Shares 24,559 Est. Cost $55.36 Unrealized
FIXD FIRST TR EXCHNG TRADED FD VI 0.9%
Value ($000) $1,353 Shares 25,261 Est. Cost $54.93 Unrealized
DOCU DOCUSIGN INC 0.8%
Value ($000) $1,289 Shares 5,009 Est. Cost $55.92 Unrealized +415.2%
PYPL PAYPAL HLDGS INC 0.8%
Value ($000) $1,250 Shares 4,802 Est. Cost $100.62 Unrealized +181.3%
IHI ISHARES TR 0.8%
Value ($000) $1,236 Shares 19,693 Est. Cost $86.20 Unrealized
LMBS FIRST TR EXCHANGE-TRADED FD 0.8%
Value ($000) $1,188 Shares 23,493 Est. Cost $51.67 Unrealized
IBB ISHARES TR 0.7%
Value ($000) $1,140 Shares 7,048 Est. Cost $97.82 Unrealized
AMERICAN FIN TR INC 0.7%
Value ($000) $1,133 Shares 140,920 Est. Cost $8.48 Unrealized
ARLINGTON ASSET INVST CORP 0.7%
Value ($000) $1,105 Shares 298,783 Est. Cost $3.69 Unrealized
JNJ JOHNSON & JOHNSON 0.7%
Value ($000) $1,060 Shares 6,566 Est. Cost $119.20 Unrealized +26.1%
RSPH INVESCO EXCHANGE TRADED FD T 0.7%
Value ($000) $1,046 Shares 3,507 Est. Cost $178.98 Unrealized
ITW ILLINOIS TOOL WKS INC 0.6%
Value ($000) $997 Shares 4,824 Est. Cost $110.50 Unrealized +83.6%
PFSI PENNYMAC FINL SVCS INC NEW 0.6%
Value ($000) $992 Shares 16,224 Est. Cost $58.26 Unrealized +3.0%
ASAN ASANA INC 0.6%
Value ($000) $986 Shares 9,495 Est. Cost $25.57 Unrealized +224.7%
EQH EQUITABLE HLDGS INC 0.6%
Value ($000) $962 Shares 32,460 Est. Cost $22.76 Unrealized +19.2%
UNITED STATES STL CORP NEW 0.6%
Value ($000) $933 Shares 42,475 Est. Cost $21.97 Unrealized
SPY SPDR S&P 500 ETF TR 0.6%
Value ($000) $919 Shares 2,142 Est. Cost $269.30 Unrealized
XOM EXXON MOBIL CORP 0.5%
Value ($000) $830 Shares 14,114 Est. Cost $50.29 Unrealized -3.7%
LOW LOWES COS INC 0.5%
Value ($000) $808 Shares 3,985 Est. Cost $98.87 Unrealized +85.7%
SYK STRYKER CORPORATION 0.5%
Value ($000) $799 Shares 3,031 Est. Cost $162.22 Unrealized +57.3%
JPM JPMORGAN CHASE & CO 0.5%
Value ($000) $795 Shares 4,857 Est. Cost $91.77 Unrealized +52.9%
DE DEERE & CO 0.5%
Value ($000) $791 Shares 2,360 Est. Cost $221.43 Unrealized +53.2%
HCA HCA HEALTHCARE INC 0.5%
Value ($000) $788 Shares 3,247 Est. Cost $101.07 Unrealized +132.9%
META FACEBOOK INC 0.5%
Value ($000) $782 Shares 2,303 Est. Cost $151.85 Unrealized +135.5%
ANNALY CAPITAL MANAGEMENT IN 0.5%
Value ($000) $779 Shares 92,498 Est. Cost $6.33 Unrealized
MR COOPER GROUP INC 0.5%
Value ($000) $747 Shares 18,150 Est. Cost $9.42 Unrealized
XBI SPDR SER TR 0.5%
Value ($000) $745 Shares 5,925 Est. Cost $72.70 Unrealized
MTH MERITAGE HOMES CORP 0.5%
Value ($000) $741 Shares 8,340 Est. Cost $51.50 Unrealized 0.0%
SKYY FIRST TR EXCHANGE TRADED FD 0.5%
Value ($000) $730 Shares 6,928 Est. Cost $49.54 Unrealized
DIS DISNEY WALT CO 0.5%
Value ($000) $727 Shares 4,300 Est. Cost $124.77 Unrealized +39.6%
PINNACLE FINL PARTNERS INC 0.5%
Value ($000) $723 Shares 7,687 Est. Cost $46.21 Unrealized
PG PROCTER AND GAMBLE CO 0.5%
Value ($000) $710 Shares 5,082 Est. Cost $84.31 Unrealized +50.9%
CSI COMPRESSCO LP 0.5%
Value ($000) $708 Shares 394,394 Est. Cost $2.86 Unrealized
WCLD WISDOMTREE TR 0.4%
Value ($000) $702 Shares 12,175 Est. Cost $48.16 Unrealized
GOOGL ALPHABET INC 0.4%
Value ($000) $692 Shares 259 Est. Cost $80.63 Unrealized +67.5%
EPD ENTERPRISE PRODS PARTNERS L 0.4%
Value ($000) $680 Shares 31,421 Est. Cost $19.40 Unrealized
FXH FIRST TR EXCHANGE TRADED FD 0.4%
Value ($000) $661 Shares 5,556 Est. Cost $93.56 Unrealized
CACI CACI INTL INC 0.4%
Value ($000) $654 Shares 2,495 Est. Cost $216.11 Unrealized +19.5%
UIS UNISYS CORP 0.4%
Value ($000) $631 Shares 25,115 Est. Cost $14.38 Unrealized +64.5%
NCINO INC 0.4%
Value ($000) $593 Shares 8,355 Est. Cost $59.95 Unrealized
CLOU GLOBAL X FDS 0.4%
Value ($000) $570 Shares 19,470 Est. Cost $16.07 Unrealized
BHF BRIGHTHOUSE FINL INC 0.4%
Value ($000) $562 Shares 12,415 Est. Cost $41.08 Unrealized +9.7%
FXD FIRST TR EXCHANGE TRADED FD 0.4%
Value ($000) $559 Shares 9,451 Est. Cost $40.32 Unrealized
BAC BK OF AMERICA CORP 0.4%
Value ($000) $557 Shares 13,128 Est. Cost $24.47 Unrealized +47.5%
HD HOME DEPOT INC 0.3%
Value ($000) $547 Shares 1,666 Est. Cost $219.69 Unrealized +34.1%
VOO VANGUARD INDEX FDS 0.3%
Value ($000) $532 Shares 1,350 Est. Cost $393.52 Unrealized
FAST FASTENAL CO 0.3%
Value ($000) $516 Shares 10,000 Est. Cost $12.60 Unrealized +93.7%
IDT IDT CORP 0.3%
Value ($000) $512 Shares 12,195 Est. Cost $46.67 Unrealized 0.0%
IVOL KRANESHARES TR 0.3%
Value ($000) $502 Shares 18,005 Est. Cost $26.97 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.3%
Value ($000) $482 Shares 2,409 Est. Cost $121.81 Unrealized +54.1%
BBBY OVERSTOCK COM INC DEL 0.3%
Value ($000) $481 Shares 6,170 Est. Cost $76.22 Unrealized 0.0%
PRU PRUDENTIAL FINL INC 0.3%
Value ($000) $481 Shares 4,571 Est. Cost $68.13 Unrealized +22.4%
AGG ISHARES TR 0.3%
Value ($000) $478 Shares 4,159 Est. Cost $115.29 Unrealized
GLOBAL MED REIT INC 0.3%
Value ($000) $474 Shares 32,235 Est. Cost $9.74 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.3%
Value ($000) $464 Shares 813 Est. Cost $291.65 Unrealized +86.0%
AGNC AGNC INVT CORP 0.3%
Value ($000) $450 Shares 28,510 Est. Cost $13.96 Unrealized
TFC TRUIST FINL CORP 0.3%
Value ($000) $445 Shares 7,590 Est. Cost $33.76 Unrealized +33.6%
PCTY PAYLOCITY HLDG CORP 0.3%
Value ($000) $440 Shares 1,569 Est. Cost $64.12 Unrealized +274.7%
DUK DUKE ENERGY CORP NEW 0.3%
Value ($000) $427 Shares 4,374 Est. Cost $67.02 Unrealized +30.2%
FIS FIDELITY NATL INFORMATION SV 0.3%
Value ($000) $414 Shares 3,405 Est. Cost $91.08 Unrealized +32.6%
SBUX STARBUCKS CORP 0.3%
Value ($000) $413 Shares 3,747 Est. Cost $76.49 Unrealized +38.2%
XLK SELECT SECTOR SPDR TR 0.3%
Value ($000) $411 Shares 2,752 Est. Cost $147.81 Unrealized
ATO ATMOS ENERGY CORP 0.3%
Value ($000) $401 Shares 4,543 Est. Cost $87.17 Unrealized -0.6%
ABBV ABBVIE INC 0.3%
Value ($000) $399 Shares 3,698 Est. Cost $77.59 Unrealized +25.3%
CVX CHEVRON CORP NEW 0.3%
Value ($000) $398 Shares 3,921 Est. Cost $73.49 Unrealized +13.4%
EATON VANCE TAX MNGD BUY WRI 0.3%
Value ($000) $395 Shares 35,050 Est. Cost $9.52 Unrealized
AMAT APPLIED MATLS INC 0.2%
Value ($000) $383 Shares 2,975 Est. Cost $70.69 Unrealized +84.7%
GAN LTD 0.2%
Value ($000) $370 Shares 24,915 Est. Cost $16.11 Unrealized
DASEKE INC 0.2%
Value ($000) $368 Shares 40,000 Est. Cost $6.47 Unrealized
TDG TRANSDIGM GROUP INC 0.2%
Value ($000) $365 Shares 585 Est. Cost $314.55 Unrealized +65.1%
CSX CSX CORP 0.2%
Value ($000) $359 Shares 12,065 Est. Cost $29.62 Unrealized +1.7%
FXU FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $357 Shares 12,057 Est. Cost $26.48 Unrealized
XLF SELECT SECTOR SPDR TR 0.2%
Value ($000) $357 Shares 9,520 Est. Cost $36.75 Unrealized
CRM SALESFORCE COM INC 0.2%
Value ($000) $356 Shares 1,314 Est. Cost $222.90 Unrealized +12.6%
ALTERYX INC 0.2%
Value ($000) $354 Shares 4,841 Est. Cost $95.54 Unrealized
FTC FIRST TRUST LRGCP GWT ALPHAD 0.2%
Value ($000) $352 Shares 3,171 Est. Cost $83.89 Unrealized
MU MICRON TECHNOLOGY INC 0.2%
Value ($000) $350 Shares 4,925 Est. Cost $47.61 Unrealized +53.9%
IWM ISHARES TR 0.2%
Value ($000) $350 Shares 1,600 Est. Cost $146.08 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $349 Shares 2,510 Est. Cost $96.09 Unrealized +16.7%
MRNA MODERNA INC 0.2%
Value ($000) $346 Shares 900 Est. Cost $178.71 Unrealized +106.4%
MGK VANGUARD WORLD FD 0.2%
Value ($000) $345 Shares 1,470 Est. Cost $163.68 Unrealized
GTM ZOOMINFO TECHNOLOGIES INC 0.2%
Value ($000) $341 Shares 5,575 Est. Cost $43.07 Unrealized +38.8%
TEKLA HEALTHCARE OPPORTUNITI 0.2%
Value ($000) $338 Shares 14,910 Est. Cost $16.17 Unrealized
ORCL ORACLE CORP 0.2%
Value ($000) $337 Shares 3,871 Est. Cost $43.16 Unrealized +93.1%
T AT&T INC 0.2%
Value ($000) $337 Shares 12,469 Est. Cost $15.65 Unrealized +2.7%
VRP INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $331 Shares 12,619 Est. Cost $23.01 Unrealized
TTI TETRA TECHNOLOGIES INC DEL 0.2%
Value ($000) $330 Shares 105,919 Est. Cost $1.79 Unrealized +79.0%
JAMF HLDG CORP 0.2%
Value ($000) $324 Shares 8,405 Est. Cost $35.34 Unrealized
MNST MONSTER BEVERAGE CORP NEW 0.2%
Value ($000) $320 Shares 3,600 Est. Cost $44.80 Unrealized +5.5%
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $319 Shares 4,060 Est. Cost $68.82 Unrealized +4.4%
FHN FIRST HORIZON CORPORATION 0.2%
Value ($000) $315 Shares 19,321 Est. Cost $12.11 Unrealized +12.7%
MDT MEDTRONIC PLC 0.2%
Value ($000) $305 Shares 2,436 Est. Cost $109.66 Unrealized +3.5%
XLE SELECT SECTOR SPDR TR 0.2%
Value ($000) $305 Shares 5,850 Est. Cost $50.09 Unrealized
TXT TEXTRON INC 0.2%
Value ($000) $303 Shares 4,340 Est. Cost $41.81 Unrealized +67.2%
MRK MERCK & CO INC 0.2%
Value ($000) $300 Shares 3,993 Est. Cost $65.46 Unrealized +1.0%
NXST NEXSTAR MEDIA GROUP INC 0.2%
Value ($000) $298 Shares 1,960 Est. Cost $82.76 Unrealized +53.4%
MMM 3M CO 0.2%
Value ($000) $297 Shares 1,693 Est. Cost $116.74 Unrealized +17.6%
BMY BRISTOL-MYERS SQUIBB CO 0.2%
Value ($000) $295 Shares 4,990 Est. Cost $46.95 Unrealized +16.8%
ACR ACRES COMMERCIAL REALTY CORP 0.2%
Value ($000) $284 Shares 17,588 Est. Cost $16.08 Unrealized
GOOG ALPHABET INC 0.2%
Value ($000) $283 Shares 106 Est. Cost $86.02 Unrealized +59.1%
INTC INTEL CORP 0.2%
Value ($000) $283 Shares 5,316 Est. Cost $48.57 Unrealized +2.5%
EFX EQUIFAX INC 0.2%
Value ($000) $279 Shares 1,100 Est. Cost $162.73 Unrealized +54.8%
F FORD MTR CO DEL 0.2%
Value ($000) $277 Shares 19,550 Est. Cost $6.24 Unrealized +65.5%
MDY SPDR S&P MIDCAP 400 ETF TR 0.2%
Value ($000) $277 Shares 575 Est. Cost $419.13 Unrealized
XLY SELECT SECTOR SPDR TR 0.2%
Value ($000) $275 Shares 1,533 Est. Cost $178.52 Unrealized
PEP PEPSICO INC 0.2%
Value ($000) $274 Shares 1,825 Est. Cost $127.48 Unrealized +5.9%
GSHD GOOSEHEAD INS INC 0.2%
Value ($000) $274 Shares 1,800 Est. Cost $101.87 Unrealized +32.4%
PFE PFIZER INC 0.2%
Value ($000) $273 Shares 6,344 Est. Cost $30.99 Unrealized +15.1%
VST VISTRA CORP 0.2%
Value ($000) $273 Shares 15,985 Est. Cost $19.67 Unrealized -14.0%
ABT ABBOTT LABS 0.2%
Value ($000) $270 Shares 2,286 Est. Cost $108.57 Unrealized +4.5%
CAT CATERPILLAR INC 0.2%
Value ($000) $270 Shares 1,409 Est. Cost $189.97 Unrealized +1.1%
UGI UGI CORP NEW 0.2%
Value ($000) $269 Shares 6,300 Est. Cost $30.33 Unrealized +50.7%
VOYA VOYA FINANCIAL INC 0.2%
Value ($000) $265 Shares 4,317 Est. Cost $55.02 Unrealized +6.4%
ASH ASHLAND GLOBAL HLDGS INC 0.2%
Value ($000) $265 Shares 2,975 Est. Cost $56.17 Unrealized +43.8%
VVV VALVOLINE INC 0.2%
Value ($000) $255 Shares 8,167 Est. Cost $24.94 Unrealized +24.4%
BLACKROCK MULTI SECTOR INC T 0.2%
Value ($000) $254 Shares 13,587 Est. Cost $17.44 Unrealized
FDX FEDEX CORP 0.2%
Value ($000) $251 Shares 1,145 Est. Cost $234.19 Unrealized +5.9%
XLC SELECT SECTOR SPDR TR 0.2%
Value ($000) $250 Shares 3,121 Est. Cost $80.76 Unrealized
USAC USA COMPRESSION PARTNERS LP 0.2%
Value ($000) $248 Shares 14,948 Est. Cost $14.11 Unrealized
XLV SELECT SECTOR SPDR TR 0.2%
Value ($000) $247 Shares 1,942 Est. Cost $126.17 Unrealized
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $247 Shares 632 Est. Cost $281.21 Unrealized +36.9%
NUVEEN MUN VALUE FD INC 0.2%
Value ($000) $243 Shares 21,472 Est. Cost $10.59 Unrealized
PIMCO MUN INCOME FD II 0.2%
Value ($000) $242 Shares 16,422 Est. Cost $12.80 Unrealized
GE GENERAL ELECTRIC CO 0.2%
Value ($000) $241 Shares 2,342 Est. Cost $62.95 Unrealized 0.0%
SO SOUTHERN CO 0.2%
Value ($000) $238 Shares 3,843 Est. Cost $54.69 Unrealized 0.0%
CSCO CISCO SYS INC 0.2%
Value ($000) $237 Shares 4,346 Est. Cost $40.71 Unrealized +20.9%
AIVL WISDOMTREE TR 0.1%
Value ($000) $235 Shares 2,503 Est. Cost $76.92 Unrealized
SPOT SPOTIFY TECHNOLOGY S A 0.1%
Value ($000) $228 Shares 1,012 Est. Cost $172.41 Unrealized +36.7%
FOUR SHIFT4 PMTS INC 0.1%
Value ($000) $226 Shares 2,920 Est. Cost $86.24 Unrealized 0.0%
HON HONEYWELL INTL INC 0.1%
Value ($000) $226 Shares 1,062 Est. Cost $177.18 Unrealized +9.8%
BLACKROCK CR ALLOCATION INCO 0.1%
Value ($000) $224 Shares 14,764 Est. Cost $12.96 Unrealized
AUBN AUBURN NATL BANCORP 0.1%
Value ($000) $223 Shares 6,600 Est. Cost $40.76 Unrealized -31.0%
TRTX TPG RE FIN TR INC 0.1%
Value ($000) $223 Shares 18,026 Est. Cost $17.26 Unrealized
QTEC FIRST TR NASDAQ 100 TECH IND 0.1%
Value ($000) $220 Shares 1,393 Est. Cost $144.14 Unrealized
FPE FIRST TR EXCH TRADED FD III 0.1%
Value ($000) $217 Shares 10,573 Est. Cost $20.62 Unrealized
MCD MCDONALDS CORP 0.1%
Value ($000) $217 Shares 898 Est. Cost $191.26 Unrealized +12.9%
TPVG TRIPLEPOINT VENTURE GROWTH B 0.1%
Value ($000) $216 Shares 13,648 Est. Cost $12.41 Unrealized +26.1%
BLACKROCK SCIENCE & TECHNOLO 0.1%
Value ($000) $216 Shares 4,150 Est. Cost $59.52 Unrealized
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $215 Shares 569 Est. Cost $319.41 Unrealized +9.6%
GLD SPDR GOLD TR 0.1%
Value ($000) $211 Shares 1,285 Est. Cost $176.68 Unrealized
MPC MARATHON PETE CORP 0.1%
Value ($000) $211 Shares 3,416 Est. Cost $51.79 Unrealized 0.0%
COLUMBIA SELIGM PREM TECH GR 0.1%
Value ($000) $209 Shares 6,327 Est. Cost $35.56 Unrealized
ETSY ETSY INC 0.1%
Value ($000) $208 Shares 1,000 Est. Cost $209.31 Unrealized -3.1%
CVS CVS HEALTH CORP 0.1%
Value ($000) $206 Shares 2,424 Est. Cost $70.48 Unrealized +2.9%
ARES ARES MANAGEMENT CORPORATION 0.1%
Value ($000) $205 Shares 2,780 Est. Cost $63.14 Unrealized 0.0%
COHEN & STEERS INFRASTRUCTUR 0.1%
Value ($000) $204 Shares 7,545 Est. Cost $27.97 Unrealized
OFS OFS CAP CORP 0.1%
Value ($000) $203 Shares 19,550 Est. Cost $6.31 Unrealized +58.5%
RF REGIONS FINANCIAL CORP NEW 0.1%
Value ($000) $203 Shares 9,544 Est. Cost $16.56 Unrealized 0.0%
NUVEEN MUN INCOME FD INC 0.1%
Value ($000) $199 Shares 16,542 Est. Cost $11.47 Unrealized
AMERICA FIRST MULTIFAMILY IN 0.1%
Value ($000) $154 Shares 25,770 Est. Cost $5.93 Unrealized
CURI CURIOSITYSTREAM INC 0.1%
Value ($000) $116 Shares 11,000 Est. Cost $10.28 Unrealized 0.0%
TWO HBRS INVT CORP 0.1%
Value ($000) $106 Shares 16,685 Est. Cost $5.05 Unrealized
AROC ARCHROCK INC 0.1%
Value ($000) $105 Shares 12,705 Est. Cost $7.28 Unrealized -11.7%
TME TENCENT MUSIC ENTMT GROUP 0.1%
Value ($000) $80 Shares 11,000 Est. Cost $10.09 Unrealized