&PARTNERS Diversified Active

CIK: 0000107136 · Show all filings

Period: Q2 2022 (← Previous) (Next →)

Filing Date: Jul 6, 2022

Total Value ($000): $173,155 (100.0% shares, 0.0% debt)

Holdings (190)

IJR ISHARES TR 7.1%
Value ($000) $12,281 Shares 132,692 Est. Cost $81.07 Unrealized
IJH ISHARES TR 7.0%
Value ($000) $12,158 Shares 53,659 Est. Cost $203.42 Unrealized
AAPL APPLE INC 5.3%
Value ($000) $9,118 Shares 66,690 Est. Cost $96.40 Unrealized +54.2%
VWO VANGUARD INTL EQUITY INDEX F 4.0%
Value ($000) $6,920 Shares 165,880 Est. Cost $42.43 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 3.5%
Value ($000) $6,087 Shares 121,629 Est. Cost $50.97 Unrealized
DVY ISHARES TR 3.4%
Value ($000) $5,960 Shares 50,489 Est. Cost $113.70 Unrealized
CGGR CAPITAL GROUP GROWTH ETF 3.0%
Value ($000) $5,230 Shares 256,645 Est. Cost $22.00 Unrealized
CGDV CAPITAL GROUP DIVIDEND VALUE 2.9%
Value ($000) $5,000 Shares 216,446 Est. Cost $24.59 Unrealized
IVV ISHARES TR 2.2%
Value ($000) $3,814 Shares 10,060 Est. Cost $277.82 Unrealized
KO COCA COLA CO 1.7%
Value ($000) $3,028 Shares 48,125 Est. Cost $48.10 Unrealized +18.0%
CGXU CAPITAL GROUP INTL FOCUS EQT 1.5%
Value ($000) $2,566 Shares 122,421 Est. Cost $20.96 Unrealized
BX BLACKSTONE INC 1.4%
Value ($000) $2,409 Shares 26,405 Est. Cost $41.18 Unrealized +133.4%
JNJ JOHNSON & JOHNSON 1.4%
Value ($000) $2,344 Shares 13,206 Est. Cost $136.21 Unrealized +17.4%
PG PROCTER AND GAMBLE CO 1.3%
Value ($000) $2,297 Shares 15,971 Est. Cost $123.10 Unrealized +11.5%
XOM EXXON MOBIL CORP 1.3%
Value ($000) $2,178 Shares 25,428 Est. Cost $61.26 Unrealized +29.9%
RITM NEW RESIDENTIAL INVT CORP 1.2%
Value ($000) $2,100 Shares 225,269 Est. Cost $8.87 Unrealized
MSFT MICROSOFT CORP 1.0%
Value ($000) $1,812 Shares 7,055 Est. Cost $193.17 Unrealized +36.4%
OXFORD LANE CAP CORP 1.0%
Value ($000) $1,728 Shares 304,148 Est. Cost $6.81 Unrealized
FHN FIRST HORIZON CORPORATION 1.0%
Value ($000) $1,651 Shares 75,546 Est. Cost $19.72 Unrealized 0.0%
AMGN AMGEN INC 0.9%
Value ($000) $1,630 Shares 6,700 Est. Cost $192.06 Unrealized +13.8%
AMZN AMAZON COM INC 0.9%
Value ($000) $1,592 Shares 14,991 Est. Cost $123.84 Unrealized +1.0%
GREAT AJAX CORP 0.9%
Value ($000) $1,565 Shares 163,174 Est. Cost $13.24 Unrealized
GPMT GRANITE PT MTG TR INC 0.9%
Value ($000) $1,524 Shares 159,270 Est. Cost $7.86 Unrealized
V VISA INC 0.8%
Value ($000) $1,466 Shares 7,446 Est. Cost $152.66 Unrealized +31.7%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.8%
Value ($000) $1,385 Shares 5,073 Est. Cost $216.24 Unrealized +45.1%
WMT WALMART INC 0.8%
Value ($000) $1,368 Shares 11,255 Est. Cost $44.42 Unrealized -0.9%
CVX CHEVRON CORP NEW 0.8%
Value ($000) $1,332 Shares 9,201 Est. Cost $106.23 Unrealized +34.3%
EP EMPIRE PETE CORP 0.8%
Value ($000) $1,316 Shares 110,857 Est. Cost $13.47 Unrealized +48.8%
URI UNITED RENTALS INC 0.7%
Value ($000) $1,272 Shares 5,235 Est. Cost $126.21 Unrealized +125.8%
RC READY CAPITAL CORP 0.7%
Value ($000) $1,227 Shares 70,905 Est. Cost $21.34 Unrealized
CBRL CRACKER BARREL OLD CTRY STOR 0.7%
Value ($000) $1,196 Shares 14,326 Est. Cost $123.85 Unrealized -28.7%
PFE PFIZER INC 0.7%
Value ($000) $1,181 Shares 22,530 Est. Cost $39.22 Unrealized +7.1%
VMWARE INC 0.6%
Value ($000) $1,096 Shares 9,620 Est. Cost $115.57 Unrealized
NEE NEXTERA ENERGY INC 0.6%
Value ($000) $1,076 Shares 13,886 Est. Cost $70.92 Unrealized -2.9%
MRK MERCK & CO INC 0.6%
Value ($000) $1,030 Shares 11,299 Est. Cost $69.53 Unrealized +13.9%
LUMN LUMEN TECHNOLOGIES INC 0.6%
Value ($000) $1,017 Shares 93,263 Est. Cost $11.74 Unrealized -7.8%
SPY SPDR S&P 500 ETF TR 0.6%
Value ($000) $990 Shares 2,623 Est. Cost $297.56 Unrealized
IHI ISHARES TR 0.5%
Value ($000) $951 Shares 18,854 Est. Cost $86.20 Unrealized
ARLINGTON ASSET INVST CORP 0.5%
Value ($000) $937 Shares 288,383 Est. Cost $3.68 Unrealized
RSPH INVESCO EXCHANGE TRADED FD T 0.5%
Value ($000) $890 Shares 3,324 Est. Cost $178.98 Unrealized
ITW ILLINOIS TOOL WKS INC 0.5%
Value ($000) $889 Shares 4,878 Est. Cost $113.11 Unrealized +61.8%
NXST NEXSTAR MEDIA GROUP INC 0.5%
Value ($000) $882 Shares 5,412 Est. Cost $124.23 Unrealized +18.7%
FTSL FIRST TR EXCHANGE-TRADED FD 0.5%
Value ($000) $862 Shares 19,539 Est. Cost $45.62 Unrealized
ABBV ABBVIE INC 0.5%
Value ($000) $847 Shares 5,529 Est. Cost $98.09 Unrealized +36.7%
EQH EQUITABLE HLDGS INC 0.5%
Value ($000) $839 Shares 32,180 Est. Cost $22.76 Unrealized +16.0%
IBB ISHARES TR 0.5%
Value ($000) $829 Shares 7,048 Est. Cost $97.82 Unrealized
CSTM CONSTELLIUM SE 0.5%
Value ($000) $802 Shares 60,720 Est. Cost $13.10 Unrealized +22.0%
IBM INTERNATIONAL BUSINESS MACHS 0.5%
Value ($000) $802 Shares 5,677 Est. Cost $108.27 Unrealized +8.5%
CEDAR FAIR L P 0.5%
Value ($000) $782 Shares 17,805 Est. Cost $50.39 Unrealized
TRGP TARGA RES CORP 0.4%
Value ($000) $777 Shares 13,014 Est. Cost $66.31 Unrealized 0.0%
FMB FIRST TR EXCH TRADED FD III 0.4%
Value ($000) $765 Shares 15,123 Est. Cost $55.36 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.4%
Value ($000) $764 Shares 15,048 Est. Cost $40.80 Unrealized -1.7%
CGUS CAPITAL GROUP CORE EQUITY ET 0.4%
Value ($000) $760 Shares 30,506 Est. Cost $24.91 Unrealized
HD HOME DEPOT INC 0.4%
Value ($000) $755 Shares 2,754 Est. Cost $256.00 Unrealized +5.1%
WBD WARNER BROS DISCOVERY INC 0.4%
Value ($000) $751 Shares 55,933 Est. Cost $18.55 Unrealized 0.0%
DE DEERE & CO 0.4%
Value ($000) $745 Shares 2,504 Est. Cost $229.14 Unrealized +52.6%
UNITED STATES STL CORP NEW 0.4%
Value ($000) $723 Shares 40,365 Est. Cost $21.97 Unrealized
FXL FIRST TR EXCHANGE TRADED FD 0.4%
Value ($000) $721 Shares 7,658 Est. Cost $87.48 Unrealized
FIXD FIRST TR EXCHNG TRADED FD VI 0.4%
Value ($000) $713 Shares 15,368 Est. Cost $54.93 Unrealized
JPM JPMORGAN CHASE & CO 0.4%
Value ($000) $698 Shares 6,198 Est. Cost $100.49 Unrealized +12.5%
DISCOVER FINL SVCS 0.4%
Value ($000) $690 Shares 7,401 Est. Cost $93.23 Unrealized
LOW LOWES COS INC 0.4%
Value ($000) $685 Shares 4,002 Est. Cost $101.53 Unrealized +76.8%
UNH UNITEDHEALTH GROUP INC 0.4%
Value ($000) $656 Shares 1,278 Est. Cost $376.37 Unrealized +25.2%
CACI CACI INTL INC 0.4%
Value ($000) $652 Shares 2,315 Est. Cost $216.11 Unrealized +28.7%
EPD ENTERPRISE PRODS PARTNERS L 0.4%
Value ($000) $635 Shares 26,063 Est. Cost $19.40 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.4%
Value ($000) $631 Shares 8,289 Est. Cost $51.16 Unrealized +27.0%
CAT CATERPILLAR INC 0.4%
Value ($000) $624 Shares 3,489 Est. Cost $193.76 Unrealized +1.8%
GIS GENERAL MLS INC 0.4%
Value ($000) $621 Shares 8,230 Est. Cost $58.78 Unrealized +5.2%
LMBS FIRST TR EXCHANGE-TRADED FD 0.4%
Value ($000) $615 Shares 12,728 Est. Cost $51.67 Unrealized
DUK DUKE ENERGY CORP NEW 0.4%
Value ($000) $612 Shares 5,713 Est. Cost $73.04 Unrealized +30.6%
SYK STRYKER CORPORATION 0.3%
Value ($000) $592 Shares 2,976 Est. Cost $162.22 Unrealized +39.3%
ABT ABBOTT LABS 0.3%
Value ($000) $582 Shares 5,359 Est. Cost $111.49 Unrealized -4.8%
T AT&T INC 0.3%
Value ($000) $575 Shares 27,456 Est. Cost $15.35 Unrealized +6.2%
GOOGL ALPHABET INC 0.3%
Value ($000) $554 Shares 254 Est. Cost $84.47 Unrealized +38.3%
IFV FIRST TR EXCHANGE-TRADED FD 0.3%
Value ($000) $553 Shares 31,323 Est. Cost $17.96 Unrealized
SO SOUTHERN CO 0.3%
Value ($000) $528 Shares 7,402 Est. Cost $57.13 Unrealized +12.5%
ATO ATMOS ENERGY CORP 0.3%
Value ($000) $516 Shares 4,607 Est. Cost $87.17 Unrealized +20.1%
SPLV INVESCO EXCH TRADED FD TR II 0.3%
Value ($000) $512 Shares 8,265 Est. Cost $68.15 Unrealized
XBI SPDR SER TR 0.3%
Value ($000) $509 Shares 6,848 Est. Cost $75.65 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.3%
Value ($000) $506 Shares 2,409 Est. Cost $121.81 Unrealized +66.2%
FAST FASTENAL CO 0.3%
Value ($000) $505 Shares 10,116 Est. Cost $12.74 Unrealized +93.3%
CSI COMPRESSCO LP 0.3%
Value ($000) $500 Shares 381,669 Est. Cost $2.86 Unrealized
VOO VANGUARD INDEX FDS 0.3%
Value ($000) $498 Shares 1,436 Est. Cost $395.04 Unrealized
XLE SELECT SECTOR SPDR TR 0.3%
Value ($000) $485 Shares 6,786 Est. Cost $51.43 Unrealized
MU MICRON TECHNOLOGY INC 0.3%
Value ($000) $481 Shares 8,710 Est. Cost $56.51 Unrealized +17.7%
CGGO CAPITAL GROUP GBL GROWTH EQT 0.3%
Value ($000) $461 Shares 22,944 Est. Cost $20.09 Unrealized
GS GOLDMAN SACHS GROUP INC 0.3%
Value ($000) $460 Shares 1,566 Est. Cost $299.97 Unrealized -5.5%
PRU PRUDENTIAL FINL INC 0.3%
Value ($000) $459 Shares 4,794 Est. Cost $69.08 Unrealized +28.1%
TMO THERMO FISHER SCIENTIFIC INC 0.3%
Value ($000) $457 Shares 842 Est. Cost $301.17 Unrealized +80.9%
AGG ISHARES TR 0.3%
Value ($000) $455 Shares 4,472 Est. Cost $115.20 Unrealized
BHF BRIGHTHOUSE FINL INC 0.3%
Value ($000) $455 Shares 11,104 Est. Cost $41.40 Unrealized +16.6%
MTH MERITAGE HOMES CORP 0.3%
Value ($000) $447 Shares 6,160 Est. Cost $51.50 Unrealized -22.5%
SKYY FIRST TR EXCHANGE TRADED FD 0.3%
Value ($000) $439 Shares 6,658 Est. Cost $49.54 Unrealized
PINNACLE FINL PARTNERS INC 0.3%
Value ($000) $437 Shares 6,043 Est. Cost $46.21 Unrealized
SSSS SURO CAPITAL CORP 0.2%
Value ($000) $431 Shares 69,191 Est. Cost $13.17 Unrealized -41.3%
TTI TETRA TECHNOLOGIES INC DEL 0.2%
Value ($000) $430 Shares 105,919 Est. Cost $1.79 Unrealized +145.7%
DIS DISNEY WALT CO 0.2%
Value ($000) $416 Shares 4,406 Est. Cost $124.80 Unrealized -13.1%
BAC BK OF AMERICA CORP 0.2%
Value ($000) $413 Shares 13,266 Est. Cost $26.59 Unrealized +23.1%
META META PLATFORMS INC 0.2%
Value ($000) $402 Shares 2,491 Est. Cost $158.37 Unrealized +21.0%
BND VANGUARD BD INDEX FDS 0.2%
Value ($000) $387 Shares 5,138 Est. Cost $77.64 Unrealized
GLOBAL MED REIT INC 0.2%
Value ($000) $380 Shares 33,810 Est. Cost $10.03 Unrealized
TFC TRUIST FINL CORP 0.2%
Value ($000) $367 Shares 7,731 Est. Cost $34.01 Unrealized +19.9%
PYPL PAYPAL HLDGS INC 0.2%
Value ($000) $365 Shares 5,220 Est. Cost $100.38 Unrealized -13.8%
CSX CSX CORP 0.2%
Value ($000) $365 Shares 12,560 Est. Cost $29.78 Unrealized +3.9%
PEP PEPSICO INC 0.2%
Value ($000) $357 Shares 2,140 Est. Cost $131.06 Unrealized +14.3%
EATON VANCE TAX MNGD BUY WRI 0.2%
Value ($000) $355 Shares 35,050 Est. Cost $9.52 Unrealized
GOOG ALPHABET INC 0.2%
Value ($000) $341 Shares 156 Est. Cost $100.34 Unrealized +16.9%
BRSP BRIGHTSPIRE CAPITAL INC 0.2%
Value ($000) $340 Shares 45,085 Est. Cost $19.01 Unrealized
IDT IDT CORP 0.2%
Value ($000) $340 Shares 13,535 Est. Cost $45.74 Unrealized -39.6%
EMR EMERSON ELEC CO 0.2%
Value ($000) $336 Shares 4,228 Est. Cost $87.01 Unrealized -5.9%
FXH FIRST TR EXCHANGE TRADED FD 0.2%
Value ($000) $327 Shares 3,167 Est. Cost $93.56 Unrealized
WCLD WISDOMTREE TR 0.2%
Value ($000) $325 Shares 11,610 Est. Cost $48.16 Unrealized
CSCO CISCO SYS INC 0.2%
Value ($000) $322 Shares 7,551 Est. Cost $44.10 Unrealized -2.9%
CLOU GLOBAL X FDS 0.2%
Value ($000) $319 Shares 19,370 Est. Cost $16.28 Unrealized
MMM 3M CO 0.2%
Value ($000) $316 Shares 2,445 Est. Cost $117.59 Unrealized -10.5%
FIS FIDELITY NATL INFORMATION SV 0.2%
Value ($000) $315 Shares 3,431 Est. Cost $91.14 Unrealized -0.7%
TEKLA HEALTHCARE OPPORTUNITI 0.2%
Value ($000) $310 Shares 15,569 Est. Cost $16.44 Unrealized
ASH ASHLAND GLOBAL HLDGS INC 0.2%
Value ($000) $307 Shares 2,975 Est. Cost $56.17 Unrealized +69.3%
AGNC AGNC INVT CORP 0.2%
Value ($000) $305 Shares 27,527 Est. Cost $14.04 Unrealized
IWM ISHARES TR 0.2%
Value ($000) $303 Shares 1,850 Est. Cost $148.47 Unrealized
JEPI J P MORGAN EXCHANGE TRADED F 0.2%
Value ($000) $296 Shares 5,338 Est. Cost $55.45 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.2%
Value ($000) $294 Shares 712 Est. Cost $438.20 Unrealized
LLY LILLY ELI & CO 0.2%
Value ($000) $292 Shares 901 Est. Cost $290.91 Unrealized 0.0%
MNST MONSTER BEVERAGE CORP NEW 0.2%
Value ($000) $290 Shares 3,130 Est. Cost $44.74 Unrealized -2.8%
DOCU DOCUSIGN INC 0.2%
Value ($000) $288 Shares 5,025 Est. Cost $56.60 Unrealized +43.0%
SLRC SLR INVESTMENT CORP 0.2%
Value ($000) $287 Shares 19,640 Est. Cost $12.02 Unrealized -9.0%
SBUX STARBUCKS CORP 0.2%
Value ($000) $285 Shares 3,727 Est. Cost $76.28 Unrealized -7.7%
VOLTA INC 0.2%
Value ($000) $280 Shares 215,000 Est. Cost $1.30 Unrealized
ORCL ORACLE CORP 0.2%
Value ($000) $274 Shares 3,921 Est. Cost $46.45 Unrealized +50.4%
MDT MEDTRONIC PLC 0.2%
Value ($000) $272 Shares 3,034 Est. Cost $104.43 Unrealized -13.5%
AMAT APPLIED MATLS INC 0.2%
Value ($000) $271 Shares 2,975 Est. Cost $70.69 Unrealized +50.1%
SHEL SHELL PLC 0.2%
Value ($000) $269 Shares 5,140 Est. Cost $54.88 Unrealized
HON HONEYWELL INTL INC 0.2%
Value ($000) $268 Shares 1,544 Est. Cost $174.98 Unrealized -5.0%
VOYA VOYA FINANCIAL INC 0.2%
Value ($000) $268 Shares 4,494 Est. Cost $55.34 Unrealized +7.9%
TXT TEXTRON INC 0.2%
Value ($000) $265 Shares 4,340 Est. Cost $41.81 Unrealized +56.3%
CRM SALESFORCE INC 0.2%
Value ($000) $264 Shares 1,601 Est. Cost $218.75 Unrealized -20.2%
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $264 Shares 614 Est. Cost $365.10 Unrealized +9.0%
CVS CVS HEALTH CORP 0.2%
Value ($000) $263 Shares 2,841 Est. Cost $74.36 Unrealized +15.5%
COP CONOCOPHILLIPS 0.2%
Value ($000) $261 Shares 2,908 Est. Cost $89.94 Unrealized 0.0%
MGK VANGUARD WORLD FD 0.1%
Value ($000) $252 Shares 1,385 Est. Cost $163.68 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.1%
Value ($000) $251 Shares 2,211 Est. Cost $113.52 Unrealized
VRP INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $249 Shares 11,217 Est. Cost $23.01 Unrealized
KMX CARMAX INC 0.1%
Value ($000) $246 Shares 2,716 Est. Cost $94.04 Unrealized 0.0%
UGI UGI CORP NEW 0.1%
Value ($000) $243 Shares 6,300 Est. Cost $30.33 Unrealized +27.8%
F FORD MTR CO DEL 0.1%
Value ($000) $241 Shares 21,641 Est. Cost $6.64 Unrealized +58.9%
MCD MCDONALDS CORP 0.1%
Value ($000) $239 Shares 967 Est. Cost $193.79 Unrealized +16.8%
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $239 Shares 3,851 Est. Cost $55.81 Unrealized +2.6%
VVV VALVOLINE INC 0.1%
Value ($000) $235 Shares 8,167 Est. Cost $24.94 Unrealized +23.2%
FBCG FIDELITY COVINGTON TRUST 0.1%
Value ($000) $232 Shares 7,997 Est. Cost $29.01 Unrealized
MPC MARATHON PETE CORP 0.1%
Value ($000) $232 Shares 2,822 Est. Cost $69.68 Unrealized +23.8%
PIMCO MUN INCOME FD II 0.1%
Value ($000) $231 Shares 21,536 Est. Cost $12.49 Unrealized
PCTY PAYLOCITY HLDG CORP 0.1%
Value ($000) $231 Shares 1,323 Est. Cost $64.12 Unrealized +184.3%
MET METLIFE INC 0.1%
Value ($000) $230 Shares 3,669 Est. Cost $59.26 Unrealized 0.0%
FDX FEDEX CORP 0.1%
Value ($000) $230 Shares 1,015 Est. Cost $234.19 Unrealized -16.0%
BROOKFIELD REAL ASSETS INCOM 0.1%
Value ($000) $225 Shares 12,216 Est. Cost $18.42 Unrealized
FTC FIRST TRUST LRGCP GWT ALPHAD 0.1%
Value ($000) $225 Shares 2,549 Est. Cost $83.89 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $224 Shares 1,561 Est. Cost $171.59 Unrealized
AIVL WISDOMTREE TR 0.1%
Value ($000) $222 Shares 2,503 Est. Cost $76.92 Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $221 Shares 2,236 Est. Cost $85.41 Unrealized 0.0%
KMB KIMBERLY-CLARK CORP 0.1%
Value ($000) $220 Shares 1,626 Est. Cost $114.77 Unrealized 0.0%
DD DUPONT DE NEMOURS INC 0.1%
Value ($000) $218 Shares 3,929 Est. Cost $29.91 Unrealized -15.3%
TDG TRANSDIGM GROUP INC 0.1%
Value ($000) $216 Shares 403 Est. Cost $317.17 Unrealized +54.7%
GLD SPDR GOLD TR 0.1%
Value ($000) $216 Shares 1,285 Est. Cost $176.68 Unrealized
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $214 Shares 447 Est. Cost $484.91 Unrealized 0.0%
QCOM QUALCOMM INC 0.1%
Value ($000) $208 Shares 1,625 Est. Cost $146.26 Unrealized -14.6%
CTVA CORTEVA INC 0.1%
Value ($000) $205 Shares 3,791 Est. Cost $48.99 Unrealized +13.9%
NATIONAL WESTN LIFE GROUP IN 0.1%
Value ($000) $203 Shares 1,000 Est. Cost $203.00 Unrealized
VNQ VANGUARD INDEX FDS 0.1%
Value ($000) $201 Shares 2,211 Est. Cost $107.10 Unrealized
FXD FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $201 Shares 4,487 Est. Cost $41.32 Unrealized
EFX EQUIFAX INC 0.1%
Value ($000) $201 Shares 1,100 Est. Cost $162.73 Unrealized +19.8%
QYLD GLOBAL X FDS 0.1%
Value ($000) $201 Shares 11,480 Est. Cost $17.51 Unrealized
BLACKROCK MULTI SECTOR INC T 0.1%
Value ($000) $200 Shares 14,048 Est. Cost $17.48 Unrealized
DOW DOW INC 0.1%
Value ($000) $200 Shares 3,881 Est. Cost $48.26 Unrealized +7.3%
OFS OFS CAP CORP 0.1%
Value ($000) $194 Shares 19,550 Est. Cost $6.31 Unrealized +91.6%
RF REGIONS FINANCIAL CORP NEW 0.1%
Value ($000) $193 Shares 10,278 Est. Cost $16.63 Unrealized +5.7%
PDBC INVESCO ACTVELY MNGD ETC FD 0.1%
Value ($000) $182 Shares 10,088 Est. Cost $18.04 Unrealized
TRTX TPG RE FIN TR INC 0.1%
Value ($000) $179 Shares 19,816 Est. Cost $16.81 Unrealized
HTGC HERCULES CAPITAL INC 0.1%
Value ($000) $168 Shares 12,475 Est. Cost $17.56 Unrealized -11.0%
BLACKROCK CR ALLOCATION INCO 0.1%
Value ($000) $165 Shares 15,122 Est. Cost $12.94 Unrealized
TPVG TRIPLEPOINT VENTURE GROWTH B 0.1%
Value ($000) $163 Shares 12,790 Est. Cost $13.62 Unrealized +10.8%
ACR ACRES COMMERCIAL REALTY CORP 0.1%
Value ($000) $155 Shares 18,903 Est. Cost $15.02 Unrealized
NUVEEN MUN VALUE FD INC 0.1%
Value ($000) $155 Shares 17,309 Est. Cost $10.59 Unrealized
NCLH NORWEGIAN CRUISE LINE HLDG L 0.1%
Value ($000) $139 Shares 12,485 Est. Cost $23.91 Unrealized -29.9%
DASEKE INC 0.1%
Value ($000) $128 Shares 20,000 Est. Cost $6.47 Unrealized
AROC ARCHROCK INC 0.1%
Value ($000) $124 Shares 15,005 Est. Cost $7.17 Unrealized +7.6%
EATON VANCE LTD DURATION INC 0.1%
Value ($000) $104 Shares 10,107 Est. Cost $10.29 Unrealized
NUVEEN MUN INCOME FD INC 0.1%
Value ($000) $101 Shares 10,878 Est. Cost $11.47 Unrealized
BGC PARTNERS INC 0.0%
Value ($000) $76 Shares 22,500 Est. Cost $4.40 Unrealized
VIRIOS THERAPEUTICS INC 0.0%
Value ($000) $47 Shares 11,000 Est. Cost $4.27 Unrealized
TUESDAY MORNING CORP 0.0%
Value ($000) $40 Shares 109,932 Est. Cost $0.36 Unrealized