MOTCO Diversified Active

CIK: 0001306333 · Show all filings

Period: Q1 2021 (← Previous) (Next →)

Filing Date: Apr 16, 2021

Total Value ($000): $1,416,108 (100.0% shares, 0.0% debt)

Holdings (585)

MINJX MFS INTERNATIONAL INTRINSIC VALUE R6 5.3%
Value ($000) $74,665 Shares 1,465,169 Est. Cost $44.80 Unrealized
BROADWAY BANCSHARES INC TEX COM 4.6%
Value ($000) $65,601 Shares 235,736 Est. Cost $193.86 Unrealized
BROADWAY BANCSHARES INC TEX COM 3.9%
Value ($000) $55,698 Shares 200,150 Est. Cost $193.28 Unrealized
HLMIX HARDING LOEVNER INTERNATIONAL EQUITY PORT 3.8%
Value ($000) $53,167 Shares 1,855,081 Est. Cost $19.86 Unrealized
APDJX ARTISAN INTERNATIONAL SMALL MID ADVISOR 3.1%
Value ($000) $43,424 Shares 2,166,893 Est. Cost $13.09 Unrealized
TROIX T ROWE PRICE OVERSEAS STOCK-I 2.4%
Value ($000) $34,096 Shares 2,674,240 Est. Cost $11.07 Unrealized
CVMIX CALVERT EMERGING MARKETS EQUITY FD I 2.4%
Value ($000) $34,014 Shares 1,491,850 Est. Cost $16.38 Unrealized
ODVIX INVESCO DEVELOPING MARKETS FUND CL R6 2.4%
Value ($000) $33,610 Shares 623,433 Est. Cost $43.26 Unrealized
GBOSX JPMORGAN GLOBAL BOND OPPORTUNITIES FD 2.1%
Value ($000) $29,183 Shares 2,787,257 Est. Cost $10.22 Unrealized
MSFT MICROSOFT CORPORATION 1.3%
Value ($000) $18,825 Shares 79,845 Est. Cost $52.49 Unrealized +324.7%
GLIFX LAZARD GLOBAL LISTED INFRASTRUCTURE PORTFOLIO 1.3%
Value ($000) $18,723 Shares 1,234,991 Est. Cost $15.14 Unrealized
JPM JPMORGAN CHASE & CO 1.2%
Value ($000) $17,593 Shares 115,570 Est. Cost $48.42 Unrealized +162.8%
AAPL APPLE INC. 1.2%
Value ($000) $16,447 Shares 134,653 Est. Cost $82.59 Unrealized +51.4%
CSCO CISCO SYSTEMS INC 1.1%
Value ($000) $15,725 Shares 304,111 Est. Cost $22.64 Unrealized +79.4%
JHEQX JPMORGAN HEDGED EQUITY FUND I 1.1%
Value ($000) $15,625 Shares 624,508 Est. Cost $20.89 Unrealized
AVGO BROADCOM INC 1.1%
Value ($000) $15,395 Shares 33,204 Est. Cost $22.93 Unrealized +81.6%
BLACKROCK INC 1.1%
Value ($000) $15,374 Shares 20,391 Est. Cost $302.47 Unrealized
BILPX BLACKROCK EVENT DRIVEN EQUITY FUND 1.1%
Value ($000) $15,092 Shares 1,500,212 Est. Cost $9.66 Unrealized
JNJ JOHNSON & JOHNSON 1.0%
Value ($000) $14,829 Shares 90,230 Est. Cost $74.31 Unrealized +89.5%
CCI CROWN CASTLE INTL CORP 1.0%
Value ($000) $13,972 Shares 81,168 Est. Cost $71.93 Unrealized +77.0%
HD HOME DEPOT INC 1.0%
Value ($000) $13,947 Shares 45,689 Est. Cost $222.28 Unrealized +10.0%
MCD MCDONALDS CORP. 1.0%
Value ($000) $13,581 Shares 60,595 Est. Cost $86.35 Unrealized +121.5%
FNWFX AMERICAN NEW WORLD FUND F3 0.9%
Value ($000) $12,681 Shares 143,015 Est. Cost $65.14 Unrealized
MRK MERCK & CO INC 0.9%
Value ($000) $12,570 Shares 163,055 Est. Cost $54.16 Unrealized +16.4%
VWALX VANGUARD HIGH YIELD TAX EXEMPT ADMIRAL SHARES 0.8%
Value ($000) $10,960 Shares 919,431 Est. Cost $11.61 Unrealized
GLD SPDR GOLD TRUST 0.8%
Value ($000) $10,859 Shares 67,883 Est. Cost $120.43 Unrealized
CVX CHEVRON CORPORATION 0.7%
Value ($000) $10,601 Shares 101,159 Est. Cost $71.59 Unrealized +11.2%
GTEYX GATEWAY FUND 0.7%
Value ($000) $10,523 Shares 278,020 Est. Cost $31.39 Unrealized
PYPL PAYPAL HOLDINGS INC 0.7%
Value ($000) $10,290 Shares 42,373 Est. Cost $37.36 Unrealized +574.3%
GOOGL ALPHABET INC CL A 0.7%
Value ($000) $9,958 Shares 4,828 Est. Cost $38.06 Unrealized +157.4%
DRRIX BNY MELLON GLOBAL REAL RETURN FUND INSTL 0.7%
Value ($000) $9,380 Shares 558,648 Est. Cost $15.99 Unrealized
DIS WALT DISNEY COMPANY 0.7%
Value ($000) $9,354 Shares 50,694 Est. Cost $66.83 Unrealized +169.6%
TMO THERMO FISHER SCIENTIFIC INC 0.7%
Value ($000) $9,264 Shares 20,300 Est. Cost $83.66 Unrealized +463.1%
CMNIX CALAMOS MARKET NEUTRAL INCOME FUND I 0.6%
Value ($000) $9,150 Shares 649,840 Est. Cost $13.30 Unrealized
BIMBX BLACKROCK SYSTEMATIC MULTI-STRATEGY FD INSTL 0.6%
Value ($000) $9,086 Shares 889,078 Est. Cost $10.23 Unrealized
AMZN AMAZON.COM INC. 0.6%
Value ($000) $9,060 Shares 2,928 Est. Cost $87.36 Unrealized +81.5%
MS MORGAN STANLEY 0.6%
Value ($000) $8,901 Shares 114,607 Est. Cost $34.31 Unrealized +91.2%
BRK/B BERKSHIRE HATHAWAY INC-CL B 0.6%
Value ($000) $8,901 Shares 34,839 Est. Cost $120.45 Unrealized +101.6%
ACN ACCENTURE PLC 0.6%
Value ($000) $8,460 Shares 30,622 Est. Cost $69.74 Unrealized +246.0%
META FACEBOOK INC 0.6%
Value ($000) $8,428 Shares 28,616 Est. Cost $128.51 Unrealized +108.1%
APH AMPHENOL CORP - CLASS A 0.6%
Value ($000) $8,413 Shares 127,520 Est. Cost $20.86 Unrealized +48.7%
SBUX STARBUCKS CORP 0.6%
Value ($000) $8,359 Shares 76,496 Est. Cost $47.90 Unrealized +96.3%
MCHP MICROCHIP TECHNOLOGY INC 0.6%
Value ($000) $8,300 Shares 53,473 Est. Cost $31.53 Unrealized +114.2%
ICE INTERCONTINENTAL EXCHANGE GROUP INC 0.6%
Value ($000) $8,269 Shares 74,043 Est. Cost $52.21 Unrealized +103.9%
TXN TEXAS INSTRUMENTS 0.6%
Value ($000) $8,252 Shares 43,664 Est. Cost $83.77 Unrealized +80.7%
UNP UNION PACIFIC CORPORATION 0.6%
Value ($000) $8,152 Shares 36,984 Est. Cost $101.68 Unrealized +85.0%
FEUPX AMERICAN EUROPACIFIC GROWTH FD F3 0.6%
Value ($000) $8,145 Shares 117,946 Est. Cost $53.43 Unrealized
CMCSA COMCAST CORP. CLASS A 0.6%
Value ($000) $8,068 Shares 149,111 Est. Cost $27.81 Unrealized +65.9%
HILYX HARTFORD INTERNATIONAL VALUE FUND CL Y 0.6%
Value ($000) $8,019 Shares 505,584 Est. Cost $15.09 Unrealized
HON HONEYWELL INTERNATIONAL INC 0.6%
Value ($000) $7,958 Shares 36,661 Est. Cost $83.26 Unrealized +112.2%
NKE NIKE INC - CLASS B 0.6%
Value ($000) $7,952 Shares 59,839 Est. Cost $41.00 Unrealized +216.0%
VWEAX VANGUARD HIGH YIELD CORPORATE FUND ADM 0.6%
Value ($000) $7,939 Shares 1,343,227 Est. Cost $5.83 Unrealized
EMR EMERSON ELECTRIC COMPANY 0.6%
Value ($000) $7,828 Shares 86,764 Est. Cost $61.87 Unrealized +25.8%
LLY ELI LILLY & CO 0.5%
Value ($000) $7,788 Shares 41,688 Est. Cost $70.45 Unrealized +164.1%
ADBE ADOBE INC 0.5%
Value ($000) $7,719 Shares 16,239 Est. Cost $331.99 Unrealized +40.8%
UNH UNITEDHEALTH GROUP INC. 0.5%
Value ($000) $7,684 Shares 20,652 Est. Cost $214.31 Unrealized +49.2%
ETN EATON CORP PLC 0.5%
Value ($000) $7,679 Shares 55,533 Est. Cost $68.57 Unrealized +73.5%
V VISA INC 0.5%
Value ($000) $7,664 Shares 36,195 Est. Cost $174.05 Unrealized +16.7%
QCOM QUALCOMM INC 0.5%
Value ($000) $7,631 Shares 57,553 Est. Cost $74.41 Unrealized +74.3%
COST COSTCO WHOLESALE CORP. 0.5%
Value ($000) $7,583 Shares 21,511 Est. Cost $104.76 Unrealized +214.8%
CRM SALESFORCE.COM INC. 0.5%
Value ($000) $7,492 Shares 35,362 Est. Cost $169.05 Unrealized +30.1%
ACTIVISION BLIZZARD INC 0.5%
Value ($000) $7,459 Shares 80,206 Est. Cost $92.80 Unrealized
PAYX PAYCHEX INC COM 0.5%
Value ($000) $7,428 Shares 75,774 Est. Cost $50.17 Unrealized +60.2%
TJX TJX COMPANIES INC 0.5%
Value ($000) $7,316 Shares 110,599 Est. Cost $40.41 Unrealized +54.1%
LHX L3 HARRIS TECHNOLOGIES INC 0.5%
Value ($000) $7,255 Shares 35,797 Est. Cost $167.69 Unrealized +1.2%
WMT WAL-MART, INC. 0.5%
Value ($000) $7,227 Shares 53,203 Est. Cost $42.37 Unrealized +2.2%
APD AIR PRODUCTS & CHEMICAL INC 0.5%
Value ($000) $7,145 Shares 25,396 Est. Cost $127.00 Unrealized +89.1%
ROP ROPER TECHNOLOGIES INC 0.5%
Value ($000) $7,032 Shares 17,434 Est. Cost $344.53 Unrealized +13.1%
ZTS ZOETIS INC 0.5%
Value ($000) $7,005 Shares 44,478 Est. Cost $87.36 Unrealized +73.6%
T AT&T INC. 0.5%
Value ($000) $6,990 Shares 230,914 Est. Cost $14.99 Unrealized +7.7%
VZ VERIZON COMMUNICATIONS 0.5%
Value ($000) $6,962 Shares 119,733 Est. Cost $31.27 Unrealized +35.1%
PSX PHILLIPS 66 0.5%
Value ($000) $6,873 Shares 84,289 Est. Cost $49.38 Unrealized +31.4%
MDLZ MONDELEZ INTERNATIONAL INC-A 0.5%
Value ($000) $6,846 Shares 116,963 Est. Cost $37.46 Unrealized +32.9%
KO COCA COLA CO. 0.5%
Value ($000) $6,834 Shares 129,659 Est. Cost $36.20 Unrealized +19.9%
USB US BANCORP DEL COM NEW 0.5%
Value ($000) $6,740 Shares 121,863 Est. Cost $34.02 Unrealized +18.5%
DLR DIGITAL REALTY TRUST INC 0.5%
Value ($000) $6,709 Shares 47,639 Est. Cost $121.43 Unrealized -4.1%
TIDDX T ROWE PRICE INTERNATIONAL DISCOVERY 0.5%
Value ($000) $6,706 Shares 71,222 Est. Cost $66.62 Unrealized
LMT LOCKHEED MARTIN CORPORATION 0.5%
Value ($000) $6,676 Shares 18,067 Est. Cost $262.30 Unrealized +14.4%
IQV IQVIA HOLDINGS INC 0.5%
Value ($000) $6,641 Shares 34,380 Est. Cost $142.49 Unrealized +31.8%
ECL ECOLAB INC 0.5%
Value ($000) $6,473 Shares 30,240 Est. Cost $182.58 Unrealized +10.4%
GPC GENUINE PARTS CO. 0.4%
Value ($000) $6,372 Shares 55,126 Est. Cost $64.45 Unrealized +44.4%
QFVIX PEAR TREE POLARIS FOREIGN VALUE FD INSTL 0.4%
Value ($000) $6,371 Shares 262,729 Est. Cost $18.24 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TRUST 0.4%
Value ($000) $6,333 Shares 13,302 Est. Cost $215.47 Unrealized
NEE NEXTERA ENERGY 0.4%
Value ($000) $6,152 Shares 81,366 Est. Cost $63.91 Unrealized +7.7%
BMY BRISTOL MYERS SQUIBB 0.4%
Value ($000) $6,119 Shares 96,933 Est. Cost $46.21 Unrealized +10.4%
VMLUX VANGUARD LIMITED TERM TAX EXEMPT ADMIRAL SHS 0.4%
Value ($000) $6,055 Shares 539,625 Est. Cost $11.02 Unrealized
PFE PFIZER INC 0.4%
Value ($000) $6,050 Shares 167,004 Est. Cost $21.21 Unrealized +32.2%
IBB ISHARES NASDAQ BIOTECHNOLOGY INDEX FUND 0.4%
Value ($000) $6,041 Shares 40,124 Est. Cost $149.21 Unrealized
BDX BECTON DICKINSON & CO 0.4%
Value ($000) $5,995 Shares 24,655 Est. Cost $222.52 Unrealized +1.4%
BK BANK OF NEW YORK MELLON CORP 0.4%
Value ($000) $5,943 Shares 125,673 Est. Cost $38.27 Unrealized +0.0%
MMM 3M CO 0.4%
Value ($000) $5,914 Shares 30,695 Est. Cost $113.73 Unrealized +10.0%
PEP PEPSICO INC. 0.4%
Value ($000) $5,883 Shares 41,590 Est. Cost $68.52 Unrealized +72.1%
HAS HASBRO, INC. 0.4%
Value ($000) $5,854 Shares 60,903 Est. Cost $45.18 Unrealized +72.9%
SLF SUN LIFE FINANCIAL INC 0.4%
Value ($000) $5,795 Shares 114,636 Est. Cost $32.26 Unrealized +51.8%
POSIX PRINCIPAL GLOBAL REAL ESTATE SECURITES 0.4%
Value ($000) $5,741 Shares 557,914 Est. Cost $9.34 Unrealized
UPS UNITED PARCEL SERVICE 0.4%
Value ($000) $5,731 Shares 33,714 Est. Cost $79.76 Unrealized +65.5%
MERIX THE MERGER FUND INSTL 0.4%
Value ($000) $5,650 Shares 322,664 Est. Cost $17.42 Unrealized
IP INTERNATIONAL PAPER CO. 0.4%
Value ($000) $5,577 Shares 103,155 Est. Cost $33.78 Unrealized +16.7%
CVS CVS HEALTH CORPORATION 0.4%
Value ($000) $5,493 Shares 73,013 Est. Cost $51.81 Unrealized +20.2%
SRE SEMPRA ENERGY 0.4%
Value ($000) $5,404 Shares 40,762 Est. Cost $51.77 Unrealized +2.5%
CSRIX COHEN & STEERS INSTITUTIONAL REALTY SHARES 0.4%
Value ($000) $5,366 Shares 114,628 Est. Cost $40.59 Unrealized
NSRGY NESTLE SA-SPONS ADR 0.4%
Value ($000) $5,351 Shares 47,808 Est. Cost $76.81 Unrealized
AEP AMERICAN ELECTRIC POWER COMPANY 0.4%
Value ($000) $5,340 Shares 63,037 Est. Cost $67.27 Unrealized +0.3%
MO ALTRIA GROUP INC. 0.4%
Value ($000) $5,317 Shares 103,934 Est. Cost $25.96 Unrealized +17.1%
VBTLX VANGUARD TOTAL BOND MKT INDEX #584-ADM SH 0.4%
Value ($000) $5,275 Shares 473,518 Est. Cost $10.86 Unrealized
PEG PUBLIC SERVICE ENTERPRISE GROUP INC. 0.4%
Value ($000) $5,237 Shares 86,968 Est. Cost $34.57 Unrealized +41.5%
DUK DUKE ENERGY CORP 0.4%
Value ($000) $5,179 Shares 53,651 Est. Cost $70.76 Unrealized +6.6%
BCE BCE INC 0.4%
Value ($000) $5,137 Shares 113,787 Est. Cost $30.56 Unrealized +3.0%
KELLOGG CO. 0.4%
Value ($000) $5,092 Shares 80,442 Est. Cost $46.09 Unrealized +2.0%
VFIAX VANGUARD 500 INDEX FUND ADMIRAL SHS 540 0.4%
Value ($000) $5,025 Shares 13,705 Est. Cost $240.61 Unrealized
UNILEVER PLC-SPONS ADR 0.3%
Value ($000) $4,907 Shares 87,895 Est. Cost $45.49 Unrealized
VWIUX VANGUARD INTER TERM T/EXEMPT ADMIRAL SHARES 0.3%
Value ($000) $4,835 Shares 328,284 Est. Cost $14.17 Unrealized
ENB ENBRIDGE INC 0.3%
Value ($000) $4,630 Shares 127,198 Est. Cost $21.82 Unrealized +17.1%
NVS NOVARTIS AG-ADR 0.3%
Value ($000) $4,618 Shares 54,026 Est. Cost $75.46 Unrealized
MEDIX MFS EMERGING MARKETS DEBT FUND I 0.3%
Value ($000) $4,490 Shares 307,509 Est. Cost $14.60 Unrealized
XOM EXXON MOBIL CORPORATION 0.3%
Value ($000) $4,442 Shares 79,553 Est. Cost $49.66 Unrealized -12.8%
FANG DIAMONDBACK ENERGY INC 0.3%
Value ($000) $4,208 Shares 57,260 Est. Cost $48.80 Unrealized +13.9%
WEC WEC ENERGY GROUP INC 0.3%
Value ($000) $3,931 Shares 42,001 Est. Cost $73.90 Unrealized +0.2%
FIKMX FIDELITY ADVISOR REAL ESTATE INCOME FUND Z 0.3%
Value ($000) $3,919 Shares 315,032 Est. Cost $12.09 Unrealized
VEIRX VANGUARD EQUITY INCOME FUND ADMIRAL SHARES 0.3%
Value ($000) $3,675 Shares 42,365 Est. Cost $63.84 Unrealized
SLB SCHLUMBERGER LIMITED 0.2%
Value ($000) $3,435 Shares 126,332 Est. Cost $32.46 Unrealized -27.0%
TRMCX T ROWE PRICE MIDCAP VALUE FUND 0.2%
Value ($000) $3,164 Shares 93,479 Est. Cost $27.52 Unrealized
PRGFX T ROWE PRICE GROWTH STOCK FUND 0.2%
Value ($000) $2,784 Shares 28,003 Est. Cost $48.55 Unrealized
USSPX USAA SP 500 INDEX FUND MEMBER SHARES 0.2%
Value ($000) $2,598 Shares 48,132 Est. Cost $33.20 Unrealized
IVV ISHARES CORE SP 500 ETF 0.2%
Value ($000) $2,420 Shares 6,084 Est. Cost $285.55 Unrealized
MDIZX MFS INTERNATIONAL DIVERSIFICATION FD R6 0.2%
Value ($000) $2,230 Shares 91,575 Est. Cost $21.55 Unrealized
VTSAX VANGUARD TOTAL STOCK MARKET INDEX- ADMIRAL 0.1%
Value ($000) $2,085 Shares 20,755 Est. Cost $51.97 Unrealized
SPY SPDR S&P 500 ETF TRUST 0.1%
Value ($000) $2,016 Shares 5,087 Est. Cost $199.31 Unrealized
SPOKE HOLLOW RANCH INC CERT UNKNOWN 0.1%
Value ($000) $1,990 Shares 621,939 Est. Cost $1.96 Unrealized
ISHARES GOLD TRUST 0.1%
Value ($000) $1,989 Shares 122,297 Est. Cost $11.46 Unrealized
MALITZ CONTRUCTION INC CLASS B NONVOTING 0.1%
Value ($000) $1,964 Shares 165,000 Est. Cost $11.91 Unrealized
EFA ISHARES MSCI EAFE ETF 0.1%
Value ($000) $1,728 Shares 22,777 Est. Cost $59.85 Unrealized
BROADWAY BANCSHARES INC TEX COM 0.1%
Value ($000) $1,698 Shares 6,102 Est. Cost $193.22 Unrealized
XBI SPDR S&P BIOTECH ETF 0.1%
Value ($000) $1,691 Shares 12,464 Est. Cost $80.39 Unrealized
IDV ISHARES INTERNATIONAL SELECT DIVIDEND ETF 0.1%
Value ($000) $1,663 Shares 52,813 Est. Cost $31.19 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.1%
Value ($000) $1,659 Shares 11,281 Est. Cost $69.30 Unrealized
CSX CSX CORP. 0.1%
Value ($000) $1,423 Shares 14,760 Est. Cost $21.58 Unrealized +32.4%
VUG VANGUARD GROWTH ETF 0.1%
Value ($000) $1,401 Shares 5,449 Est. Cost $78.15 Unrealized
OIGIX INVESCO OPPENHEIMER INTERNATIONAL GROWTH 0.1%
Value ($000) $1,278 Shares 27,255 Est. Cost $41.75 Unrealized
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST 0.1%
Value ($000) $1,223 Shares 3,703 Est. Cost $150.75 Unrealized
DODGX DODGE COX STOCK FUND 0.1%
Value ($000) $1,199 Shares 5,430 Est. Cost $148.87 Unrealized
VBIRX VANGUARD S/T BOND INDEX FD ADMIRAL SHARES 0.1%
Value ($000) $1,080 Shares 100,271 Est. Cost $10.53 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.1%
Value ($000) $1,061 Shares 21,598 Est. Cost $39.69 Unrealized
VFIJX VANGUARD GNMA FUND ADMIRAL SHARES 0.1%
Value ($000) $1,042 Shares 97,803 Est. Cost $10.50 Unrealized
VWO VANGUARD FTSE EMERGING MARKET ETF 0.1%
Value ($000) $946 Shares 18,167 Est. Cost $36.35 Unrealized
PCLIX PIMCO COMMODITIES PLUS STRATEGY INST 0.1%
Value ($000) $925 Shares 82,174 Est. Cost $6.92 Unrealized
VLO VALERO ENERGY NEW 0.1%
Value ($000) $907 Shares 12,667 Est. Cost $55.65 Unrealized +2.8%
GOOG ALPHABET INC CL C 0.1%
Value ($000) $877 Shares 424 Est. Cost $41.55 Unrealized +137.0%
TDY TELEDYNE TECHNOLOGIES INC 0.1%
Value ($000) $838 Shares 2,027 Est. Cost $226.44 Unrealized +70.5%
EMLP FIRST TRUST NORTH AMERICAN ENERGY INFRA FUND 0.1%
Value ($000) $794 Shares 34,847 Est. Cost $23.80 Unrealized
USATX USAA TAX EXEMPT INTERMEDIATE TERM FUND 0.1%
Value ($000) $762 Shares 55,050 Est. Cost $13.45 Unrealized
FAGCX FIDELITY ADVISOR GROWTH OPP FUND 0.1%
Value ($000) $717 Shares 4,523 Est. Cost $58.77 Unrealized
FNPFX AMERICAN NEW PERSPECTIVE FUND F3 0.0%
Value ($000) $705 Shares 11,398 Est. Cost $43.55 Unrealized
VFC VF CORPORATION 0.0%
Value ($000) $692 Shares 8,658 Est. Cost $59.58 Unrealized +36.2%
PG PROCTER & GAMBLE CO. 0.0%
Value ($000) $664 Shares 4,901 Est. Cost $80.86 Unrealized +43.1%
ADP AUTOMATIC DATA PROCESSING 0.0%
Value ($000) $629 Shares 3,339 Est. Cost $73.54 Unrealized +113.0%
SO SOUTHERN CO. 0.0%
Value ($000) $627 Shares 10,088 Est. Cost $37.70 Unrealized +32.2%
IJR ISHARES CORE SP SMALL CAP ETF 0.0%
Value ($000) $605 Shares 5,577 Est. Cost $85.68 Unrealized
TOTL SPDR DOUBLELINE TOTAL RETURN TACTICAL ETF 0.0%
Value ($000) $587 Shares 12,167 Est. Cost $48.42 Unrealized
CI CIGNA CORPORATION 0.0%
Value ($000) $567 Shares 2,345 Est. Cost $177.03 Unrealized +15.3%
WCMIX WCM FOCUSED INTERNATIONAL GROWTH FUND 0.0%
Value ($000) $531 Shares 21,451 Est. Cost $17.30 Unrealized
CLX CLOROX COMPANY 0.0%
Value ($000) $506 Shares 2,624 Est. Cost $124.78 Unrealized +32.3%
SYY SYSCO CORPORATION 0.0%
Value ($000) $502 Shares 6,370 Est. Cost $49.59 Unrealized +37.3%
VPMAX VANGUARD PRIMECAP FUND ADMIRAL SHARES 0.0%
Value ($000) $465 Shares 2,743 Est. Cost $93.15 Unrealized
PURZX PGIM GLOBAL REAL ESTATE CL Z 0.0%
Value ($000) $460 Shares 19,185 Est. Cost $24.20 Unrealized
DHR DANAHER CORP DEL COM 0.0%
Value ($000) $459 Shares 2,040 Est. Cost $70.27 Unrealized +182.8%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.0%
Value ($000) $426 Shares 1,753 Est. Cost $165.85 Unrealized
IJH ISHARES CORE SP MID CAP ETF 0.0%
Value ($000) $423 Shares 1,624 Est. Cost $158.97 Unrealized
SYK STRYKER CORP 0.0%
Value ($000) $411 Shares 1,688 Est. Cost $167.59 Unrealized +35.9%
PRSGX T ROWE PRICE SPECTRUM GROWTH 0.0%
Value ($000) $403 Shares 15,612 Est. Cost $21.96 Unrealized
CL COLGATE-PALMOLIVE COMPANY 0.0%
Value ($000) $403 Shares 5,117 Est. Cost $50.83 Unrealized +37.7%
USTEX USAA TAX EXEMPT LONG TERM FUND 0.0%
Value ($000) $401 Shares 29,275 Est. Cost $13.48 Unrealized
NEXTIER, INC. 0.0%
Value ($000) $394 Shares 3,600 Est. Cost $83.06 Unrealized
VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 0.0%
Value ($000) $390 Shares 4,731 Est. Cost $79.84 Unrealized
FCNTX FIDELITY CONTRA FUND 0.0%
Value ($000) $384 Shares 22,862 Est. Cost $16.57 Unrealized
INTC INTEL CORPORATION 0.0%
Value ($000) $384 Shares 6,000 Est. Cost $30.16 Unrealized +79.3%
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 0.0%
Value ($000) $377 Shares 4,049 Est. Cost $88.63 Unrealized
OOSAX INVESCO SENIOR FLOATING RATE FD RT-A 0.0%
Value ($000) $373 Shares 54,070 Est. Cost $6.23 Unrealized
SPOKE HOLLOW RANCH, INC. CERT 72 0.0%
Value ($000) $372 Shares 116,391 Est. Cost $3.44 Unrealized
ORCL ORACLE CORPORATION 0.0%
Value ($000) $369 Shares 5,264 Est. Cost $30.13 Unrealized +101.2%
QQQ INVESCO QQQ TRUST SERIES 1 0.0%
Value ($000) $368 Shares 1,153 Est. Cost $192.05 Unrealized
SPGI S&P GLOBAL INC 0.0%
Value ($000) $368 Shares 1,042 Est. Cost $316.86 Unrealized +0.9%
AMT AMERICAN TOWER CORP 0.0%
Value ($000) $362 Shares 1,516 Est. Cost $97.65 Unrealized +96.9%
HLIZX HARDING LOEVNER INTERNATIONAL EQUITY INST Z 0.0%
Value ($000) $361 Shares 12,616 Est. Cost $24.08 Unrealized
IEMFX T ROWE PRICE INSTITUTIONAL EMERGING MKT EQ 0.0%
Value ($000) $360 Shares 7,146 Est. Cost $49.82 Unrealized
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $357 Shares 4,052 Est. Cost $82.05 Unrealized +0.9%
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $353 Shares 3,839 Est. Cost $79.88 Unrealized
IVFIX FEDERATED INTL STRATEGIC VALUE DIVIDEND 0.0%
Value ($000) $352 Shares 98,072 Est. Cost $3.83 Unrealized
SBR SABINE ROYALTY TRUST 0.0%
Value ($000) $352 Shares 11,600 Est. Cost $51.65 Unrealized
ANWPX AMERICAN FUNDS - NEW PERSPECTIVE CL A 0.0%
Value ($000) $341 Shares 5,511 Est. Cost $53.89 Unrealized
WFC WELLS FARGO & CO NEW 0.0%
Value ($000) $338 Shares 8,639 Est. Cost $29.53 Unrealized +7.1%
DTH WISDOMTREE INTERNATIONAL HIGH DIVIDEND FUND 0.0%
Value ($000) $338 Shares 8,603 Est. Cost $44.24 Unrealized
ULTA ULTA BEAUTY INC 0.0%
Value ($000) $337 Shares 1,091 Est. Cost $215.03 Unrealized +44.5%
RVTY PERKINELMER INC 0.0%
Value ($000) $337 Shares 2,630 Est. Cost $75.69 Unrealized +81.0%
VWILX VANGUARD INTERNATIONAL GROWTH ADMIRAL SHS 0.0%
Value ($000) $334 Shares 2,103 Est. Cost $160.25 Unrealized
AXP AMERICAN EXPRESS CO. 0.0%
Value ($000) $333 Shares 2,350 Est. Cost $80.46 Unrealized +54.6%
KLAC KLA CORPORATION 0.0%
Value ($000) $330 Shares 1,000 Est. Cost $131.04 Unrealized +118.2%
AMERICAN NATIONAL GROUP INC 0.0%
Value ($000) $324 Shares 3,000 Est. Cost $96.14 Unrealized
IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF 0.0%
Value ($000) $313 Shares 2,440 Est. Cost $105.44 Unrealized
ALG ALAMO GROUP INC 0.0%
Value ($000) $312 Shares 2,000 Est. Cost $97.45 Unrealized +51.8%
SWK STANLEY BLACK & DECKER INC 0.0%
Value ($000) $309 Shares 1,546 Est. Cost $131.00 Unrealized +17.5%
PSA PUBLIC STORAGE 0.0%
Value ($000) $309 Shares 1,251 Est. Cost $113.69 Unrealized +65.6%
USGNX USAA GOVERNMENT SECURITIES FUND 0.0%
Value ($000) $301 Shares 30,042 Est. Cost $10.01 Unrealized
PLD PROLOGIS INC 0.0%
Value ($000) $296 Shares 2,794 Est. Cost $76.96 Unrealized +15.2%
VMC VULCAN MATERIALS COMPANY 0.0%
Value ($000) $285 Shares 1,690 Est. Cost $104.65 Unrealized +49.0%
IJJ ISHARES SP MID CAP 400 VALUE ETF 0.0%
Value ($000) $280 Shares 2,748 Est. Cost $103.42 Unrealized
IWD ISHARES RUSSELL 1000 VALUE INDEX FUND 0.0%
Value ($000) $272 Shares 1,797 Est. Cost $126.35 Unrealized
DBC INVESCO DB COMMODITY INDEX TRACKING FUND 0.0%
Value ($000) $272 Shares 16,386 Est. Cost $17.70 Unrealized
IBM IBM 0.0%
Value ($000) $271 Shares 2,036 Est. Cost $99.88 Unrealized -1.8%
FIHBX FEDERATED INSTITUTIONAL HIGH YIELD BOND CL F 0.0%
Value ($000) $268 Shares 27,023 Est. Cost $9.91 Unrealized
ABEYX AMERICAN BEACON INTERNATIONAL EQUITY FD INSTL 0.0%
Value ($000) $265 Shares 13,009 Est. Cost $16.14 Unrealized
FLPSX FIDELITY LOW PRICED STOCK FUND 0.0%
Value ($000) $260 Shares 4,701 Est. Cost $51.98 Unrealized
USAIX USAA INCOME FUND 0.0%
Value ($000) $256 Shares 19,001 Est. Cost $12.98 Unrealized
EQR EQUITY RESIDENTIAL 0.0%
Value ($000) $246 Shares 3,441 Est. Cost $43.43 Unrealized +26.1%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.0%
Value ($000) $246 Shares 1,189 Est. Cost $173.38 Unrealized
GICUX GOLDMAN SACHS INTERNATIONAL SMALL CAP R6 0.0%
Value ($000) $233 Shares 17,198 Est. Cost $11.51 Unrealized
PDRDX PRINCIPAL DIVERSIFIED REAL ASSET INST 0.0%
Value ($000) $232 Shares 18,489 Est. Cost $12.00 Unrealized
BA BOEING COMPANY 0.0%
Value ($000) $230 Shares 904 Est. Cost $173.61 Unrealized +28.0%
GBCI GLACIER BANCORP INC 0.0%
Value ($000) $225 Shares 3,950 Est. Cost $30.68 Unrealized +51.4%
CUBIC CORPORATION 0.0%
Value ($000) $223 Shares 2,995 Est. Cost $63.70 Unrealized
VWSUX VANGUARD SHORT TERM TAX EXEMPT ADMIRAL SHS 0.0%
Value ($000) $222 Shares 13,920 Est. Cost $15.84 Unrealized
DVY ISHARES SELECT DIVIDEND ETF 0.0%
Value ($000) $219 Shares 1,923 Est. Cost $71.89 Unrealized
MLM MARTIN MARIETTA MATERIALS INC 0.0%
Value ($000) $218 Shares 650 Est. Cost $204.80 Unrealized +51.3%
FWGIX AMERICAN CAPITAL WORLD GROWTH AND INCOME F3 0.0%
Value ($000) $217 Shares 3,521 Est. Cost $52.55 Unrealized
VWELX VANGUARD WELLINGTON FUND INV 0.0%
Value ($000) $212 Shares 4,644 Est. Cost $40.81 Unrealized
KMB KIMBERLY CLARK CORP 0.0%
Value ($000) $212 Shares 1,528 Est. Cost $94.69 Unrealized +17.1%
D DOMINION ENERGY INC 0.0%
Value ($000) $208 Shares 2,735 Est. Cost $56.99 Unrealized +2.6%
VOYA VOYA FINANCIAL INC 0.0%
Value ($000) $206 Shares 3,243 Est. Cost $49.49 Unrealized +11.2%
IWR ISHARES RUSSELL MID-CAP ETF 0.0%
Value ($000) $203 Shares 2,746 Est. Cost $67.01 Unrealized
LOW LOWE'S COS. INC. 0.0%
Value ($000) $203 Shares 1,068 Est. Cost $92.64 Unrealized +69.4%
FMB FIRST TRUST MANAGED MUNICIPAL ETF 0.0%
Value ($000) $201 Shares 3,565 Est. Cost $56.38 Unrealized
PIONEER NATURAL RESOURCES COMPANY 0.0%
Value ($000) $200 Shares 1,259 Est. Cost $158.60 Unrealized
NUVEEN PENNSYLVANIA QUALITY MUNICIPAL INCOME 0.0%
Value ($000) $199 Shares 13,839 Est. Cost $12.65 Unrealized
LUV SOUTHWEST AIRLINES CO. 0.0%
Value ($000) $199 Shares 3,261 Est. Cost $41.45 Unrealized +19.4%
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $197 Shares 1,999 Est. Cost $68.79 Unrealized
FPURX FIDELITY PURITAN FUND 0.0%
Value ($000) $197 Shares 7,260 Est. Cost $22.35 Unrealized
ITW ILLINOIS TOOL WORKS INC. 0.0%
Value ($000) $193 Shares 871 Est. Cost $134.72 Unrealized +37.3%
FDGRX FIDELITY GROWTH COMPANY FUND 0.0%
Value ($000) $192 Shares 5,716 Est. Cost $34.89 Unrealized
ROST ROSS STORES INC 0.0%
Value ($000) $191 Shares 1,590 Est. Cost $86.23 Unrealized +30.1%
CYRUSONE INC 0.0%
Value ($000) $191 Shares 2,820 Est. Cost $69.96 Unrealized
AVB AVALONBAY COMMUNITIES INC 0.0%
Value ($000) $185 Shares 1,003 Est. Cost $139.44 Unrealized +6.0%
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $185 Shares 836 Est. Cost $141.19 Unrealized
EQIX EQUINIX INC 0.0%
Value ($000) $184 Shares 271 Est. Cost $409.37 Unrealized +52.6%
PM PHILIP MORRIS INTERNATIONAL INC 0.0%
Value ($000) $180 Shares 2,033 Est. Cost $56.80 Unrealized +17.6%
FDWGX AMERICAN FDS DEVELOPING WORLD G & I F3 0.0%
Value ($000) $177 Shares 13,688 Est. Cost $10.11 Unrealized
GENERAL ELECTRIC COMPANY 0.0%
Value ($000) $175 Shares 13,317 Est. Cost $16.04 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 0.0%
Value ($000) $173 Shares 2,396 Est. Cost $63.16 Unrealized
AMGIX AMERICAN CENTURY DISCIPLINED CORE VALUE I 0.0%
Value ($000) $171 Shares 4,118 Est. Cost $32.53 Unrealized
ABT ABBOTT LABORATORIES 0.0%
Value ($000) $168 Shares 1,405 Est. Cost $68.60 Unrealized +58.3%
BXP BOSTON PROPERTIES, INC 0.0%
Value ($000) $167 Shares 1,652 Est. Cost $71.06 Unrealized +6.5%
BABA ALIBABA GROUP HOLDING LTD 0.0%
Value ($000) $164 Shares 723 Est. Cost $225.91 Unrealized
KEY KEYCORP 0.0%
Value ($000) $163 Shares 8,166 Est. Cost $12.44 Unrealized +22.4%
XEL XCEL ENERGY, INC. 0.0%
Value ($000) $156 Shares 2,342 Est. Cost $34.53 Unrealized +56.5%
PNC PNC FINANCIAL SERVICES GROUP, INC. 0.0%
Value ($000) $156 Shares 889 Est. Cost $88.69 Unrealized +56.2%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $152 Shares 977 Est. Cost $70.89 Unrealized +99.1%
CFR CULLEN FROST BANKERS INC 0.0%
Value ($000) $152 Shares 1,397 Est. Cost $83.25 Unrealized +7.3%
MA MASTERCARD INC 0.0%
Value ($000) $150 Shares 421 Est. Cost $258.68 Unrealized +31.3%
IWV ISHARES TRUST RUSSELL 3000 ETF 0.0%
Value ($000) $149 Shares 629 Est. Cost $224.17 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP 0.0%
Value ($000) $145 Shares 1,879 Est. Cost $54.61 Unrealized +19.5%
SPOKE HOLLOW RANCH, INC. CERT 70 0.0%
Value ($000) $144 Shares 44,900 Est. Cost $3.34 Unrealized
PRFDX T ROWE PRICE EQUITY INCOME FUND 0.0%
Value ($000) $144 Shares 4,071 Est. Cost $30.14 Unrealized
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $144 Shares 2,243 Est. Cost $55.66 Unrealized
SCHC SCHWAB INTERNATIONAL SMALL EQUITY CAP 0.0%
Value ($000) $140 Shares 3,553 Est. Cost $25.81 Unrealized
IGF ISHARES S&P GLOBAL INFRASTRUCTURE INDEX FUND 0.0%
Value ($000) $138 Shares 3,072 Est. Cost $44.48 Unrealized
RSP INVESCO S&P 500 EQUAL WEIGHT PORTFOLIO 0.0%
Value ($000) $136 Shares 963 Est. Cost $113.17 Unrealized
DOC HEALTHPEAK PROPERTIES INC 0.0%
Value ($000) $135 Shares 4,258 Est. Cost $25.18 Unrealized -6.8%
FBIN FORTUNE BRANDS HOME & SECURITY INC 0.0%
Value ($000) $134 Shares 1,399 Est. Cost $30.75 Unrealized +128.2%
AEE AMEREN CORP 0.0%
Value ($000) $134 Shares 1,648 Est. Cost $37.74 Unrealized +71.8%
TGT TARGET CORP 0.0%
Value ($000) $133 Shares 672 Est. Cost $88.42 Unrealized +84.6%
WELL WELLTOWER INC 0.0%
Value ($000) $126 Shares 1,759 Est. Cost $46.42 Unrealized +27.2%
ILMN ILLUMINA INC 0.0%
Value ($000) $125 Shares 325 Est. Cost $135.55 Unrealized +200.8%
JAGIX JANUS HENDERSON GROWTH INCOME FD CL T 0.0%
Value ($000) $125 Shares 1,823 Est. Cost $41.67 Unrealized
DODIX DODGE COX INCOME FUND 0.0%
Value ($000) $124 Shares 8,758 Est. Cost $13.96 Unrealized
ATO ATMOS ENERGY CORPORATION 0.0%
Value ($000) $121 Shares 1,225 Est. Cost $67.00 Unrealized +20.2%
MDT MEDTRONIC PLC 0.0%
Value ($000) $119 Shares 1,005 Est. Cost $90.76 Unrealized +12.1%
CMI CUMMINS INC 0.0%
Value ($000) $118 Shares 455 Est. Cost $108.26 Unrealized +105.0%
SCHX SCHWAB U.S. LARGE-CAP ETF 0.0%
Value ($000) $117 Shares 1,220 Est. Cost $63.96 Unrealized
BAC BANK OF AMERICA CORP 0.0%
Value ($000) $113 Shares 2,928 Est. Cost $22.56 Unrealized +35.8%
BX BLACKSTONE GROUP INC 0.0%
Value ($000) $112 Shares 1,500 Est. Cost $39.93 Unrealized +46.8%
O REALTY INCOME CORPORATION 0.0%
Value ($000) $112 Shares 1,768 Est. Cost $37.67 Unrealized +22.8%
VASVX VANGUARD SELECTED VALUE FUND INV 0.0%
Value ($000) $110 Shares 3,656 Est. Cost $25.82 Unrealized
FIRST TEXAS BANCORP, INC. 0.0%
Value ($000) $108 Shares 510 Est. Cost $180.39 Unrealized
JNK SPDR BLOOMBERG BARCLAYS HIGH YIELD BOND 0.0%
Value ($000) $108 Shares 990 Est. Cost $107.11 Unrealized
ALL ALLSTATE CORP. 0.0%
Value ($000) $107 Shares 929 Est. Cost $66.88 Unrealized +46.1%
PPG PPG INDUSTRIES INC 0.0%
Value ($000) $105 Shares 698 Est. Cost $92.74 Unrealized +40.3%
USSTX USAA TAX EXEMPT SHORT TERM FUND 0.0%
Value ($000) $105 Shares 9,916 Est. Cost $10.64 Unrealized
SPG SIMON PPTY GROUP (PREV SIMON DEBARTOLO GRP) 0.0%
Value ($000) $103 Shares 904 Est. Cost $97.76 Unrealized -18.2%
USBLX USAA GROWTH & TAX STRATEGY FUND 0.0%
Value ($000) $102 Shares 4,210 Est. Cost $20.12 Unrealized
PPL PPL CORP COM 0.0%
Value ($000) $102 Shares 3,547 Est. Cost $17.96 Unrealized +29.1%
DFEMX DFA EMERGING MKTS PRTFOLIO 0.0%
Value ($000) $101 Shares 2,959 Est. Cost $22.59 Unrealized
TSCO TRACTOR SUPPLY COMPANY 0.0%
Value ($000) $93 Shares 527 Est. Cost $13.37 Unrealized +120.2%
WU WESTERN UNION COMPANY 0.0%
Value ($000) $89 Shares 3,600 Est. Cost $19.14 Unrealized
PEIFX PIMCO RAE EMERGING MARKETS FUND INSTL 0.0%
Value ($000) $89 Shares 7,973 Est. Cost $8.03 Unrealized
JPIB JPMORGAN INTERNATIONAL BOND OPPORTUNITIES 0.0%
Value ($000) $87 Shares 1,688 Est. Cost $50.12 Unrealized
LSGBX LOOMIS SAYLES GLOBAL BOND FUND 0.0%
Value ($000) $85 Shares 4,850 Est. Cost $16.37 Unrealized
VWLUX VANGUARD LONG TERM TAX EXEMPT ADMIRAL SHARES 0.0%
Value ($000) $85 Shares 6,992 Est. Cost $11.93 Unrealized
HHHFX HARTFORD SCHRODERS EMERGING MARKETS EQUITY 0.0%
Value ($000) $83 Shares 3,966 Est. Cost $16.89 Unrealized
VV VANGUARD LARGE-CAP ETF 0.0%
Value ($000) $82 Shares 440 Est. Cost $147.73 Unrealized
ISHARES IBONDS DEC 2025 TERM CORPORATE ETF 0.0%
Value ($000) $80 Shares 2,978 Est. Cost $27.54 Unrealized
IBDS ISHARES IBONDS DEC 2027 TERM CORPORATE ETF 0.0%
Value ($000) $80 Shares 2,995 Est. Cost $27.71 Unrealized
ABBV ABBVIE INC 0.0%
Value ($000) $78 Shares 720 Est. Cost $69.90 Unrealized +27.2%
AMP AMERIPRISE FINANCIAL INC. 0.0%
Value ($000) $78 Shares 336 Est. Cost $121.94 Unrealized +64.7%
EEM ISHARES MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $78 Shares 1,459 Est. Cost $43.87 Unrealized
ISHARES IBONDS DEC 2023 TERM CORPORATE ETF 0.0%
Value ($000) $77 Shares 2,948 Est. Cost $26.12 Unrealized
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 0.0%
Value ($000) $75 Shares 1,078 Est. Cost $67.72 Unrealized
AMERICAN CAMPUS COMMUNITIES INC. 0.0%
Value ($000) $75 Shares 1,738 Est. Cost $43.15 Unrealized
TGEIX TCW EMERGING MARKETS INCOME FUND 0.0%
Value ($000) $75 Shares 9,373 Est. Cost $8.09 Unrealized
VTR VENTAS INC 0.0%
Value ($000) $74 Shares 1,388 Est. Cost $33.26 Unrealized +30.0%
ACWX ISHARES MSCI ACWI EX US ETF 0.0%
Value ($000) $74 Shares 1,344 Est. Cost $52.83 Unrealized
IGAIX AMERICAN INTERNATIONAL GROWTH & INCOME F3 0.0%
Value ($000) $73 Shares 1,828 Est. Cost $35.01 Unrealized
DFALX DFA L/C INTERNATIONAL PORTF 0.0%
Value ($000) $72 Shares 2,756 Est. Cost $19.59 Unrealized
SBAC SBA COMMUNICATIONS CORPORATION 0.0%
Value ($000) $72 Shares 261 Est. Cost $247.14 Unrealized 0.0%
INVESCO BULLETSHARES 2021 CORP BOND ETF 0.0%
Value ($000) $72 Shares 3,407 Est. Cost $21.13 Unrealized
ST LOUIS BANCSHARES, INC. COMMON STOCK 0.0%
Value ($000) $72 Shares 14,400 Est. Cost $4.72 Unrealized
YUM YUM! BRANDS INC. 0.0%
Value ($000) $71 Shares 660 Est. Cost $89.15 Unrealized +8.5%
JPMORGAN ALERIAN MLP INDEX ETN 0.0%
Value ($000) $71 Shares 4,303 Est. Cost $39.44 Unrealized
VEXRX VANGUARD EXPLORER FUND ADMIRAL SHARES 0.0%
Value ($000) $70 Shares 552 Est. Cost $79.44 Unrealized
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $69 Shares 891 Est. Cost $26.73 Unrealized +8.8%
TGRIX AMERICAN CENTURY INTL GROWTH FD CL I 0.0%
Value ($000) $69 Shares 4,540 Est. Cost $11.86 Unrealized
NATIONAL INSTRUMENTS CORPORATION 0.0%
Value ($000) $65 Shares 1,500 Est. Cost $50.67 Unrealized
DU PONT E I DE NEMOURS $3.5 PFD SERIES A 0.0%
Value ($000) $64 Shares 700 Est. Cost $86.12 Unrealized
EMB ISHARES J.P. MORGAN USD EMERGING MARKETS BOND 0.0%
Value ($000) $64 Shares 589 Est. Cost $111.35 Unrealized
COP CONOCOPHILLIPS 0.0%
Value ($000) $63 Shares 1,187 Est. Cost $45.38 Unrealized -8.8%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $63 Shares 349 Est. Cost $128.17 Unrealized +14.7%
VTV VANGUARD VALUE ETF 0.0%
Value ($000) $62 Shares 470 Est. Cost $93.86 Unrealized
DBEF X-TRACKERS MSCI EAFE HEDGED EQUITY ETF 0.0%
Value ($000) $62 Shares 1,721 Est. Cost $30.00 Unrealized
RC READY CAPITAL CORPORATION 0.0%
Value ($000) $61 Shares 4,549 Est. Cost $14.70 Unrealized
BND VANGUARD TOTAL BOND MARKET ETF 0.0%
Value ($000) $61 Shares 723 Est. Cost $88.50 Unrealized
FTV FORTIVE CORP 0.0%
Value ($000) $60 Shares 850 Est. Cost $42.43 Unrealized +19.4%
IVW ISHARES SP 500 GROWTH ETF 0.0%
Value ($000) $60 Shares 920 Est. Cost $97.01 Unrealized
NSC NORFOLK SOUTHERN CORP. 0.0%
Value ($000) $59 Shares 219 Est. Cost $192.10 Unrealized +19.1%
VGT VANGUARD INFORMATION TECHNOLOGY ETF 0.0%
Value ($000) $59 Shares 165 Est. Cost $148.29 Unrealized
CNI CANADIAN NATIONAL RAILWAY CO 0.0%
Value ($000) $58 Shares 496 Est. Cost $71.27 Unrealized +41.8%
EATON VANCE TAX ADVANTAGED GLOBAL DIV INC FD 0.0%
Value ($000) $57 Shares 3,000 Est. Cost $16.79 Unrealized
FIS FIDELITY NATIONAL INFORMATION SERVICES INC 0.0%
Value ($000) $56 Shares 398 Est. Cost $68.50 Unrealized +78.5%
BAX BAXTER INTERNATIONAL INC. 0.0%
Value ($000) $56 Shares 662 Est. Cost $54.91 Unrealized +30.1%
AMGN AMGEN, INC 0.0%
Value ($000) $56 Shares 224 Est. Cost $130.12 Unrealized +57.3%
NJR NEW JERSEY RESOURCES CORP. 0.0%
Value ($000) $53 Shares 1,332 Est. Cost $21.03 Unrealized +51.4%
USAUX USAA AGGRESSIVE GROWTH FUND 0.0%
Value ($000) $53 Shares 991 Est. Cost $43.39 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $53 Shares 396 Est. Cost $128.37 Unrealized
WTRG ESSENTIAL UTILITIES, INC. 0.0%
Value ($000) $53 Shares 1,175 Est. Cost $43.38 Unrealized +4.1%
OSMAX INVESCO INTL SMALL-MID COMPANY FD A 0.0%
Value ($000) $53 Shares 995 Est. Cost $55.28 Unrealized
VO VANGUARD MID-CAP ETF 0.0%
Value ($000) $53 Shares 240 Est. Cost $176.57 Unrealized
VXF VANGUARD EXTENDED MARKET ETF 0.0%
Value ($000) $53 Shares 300 Est. Cost $96.67 Unrealized
USISX USAA INCOME STOCK FUND 0.0%
Value ($000) $51 Shares 2,691 Est. Cost $18.39 Unrealized
RHI ROBERT HALF INTERNATIONAL INC 0.0%
Value ($000) $50 Shares 640 Est. Cost $53.82 Unrealized +34.7%
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $49 Shares 182 Est. Cost $99.52 Unrealized +135.7%
WCN WASTE CONNECTIONS INC 0.0%
Value ($000) $49 Shares 450 Est. Cost $67.40 Unrealized +45.8%
ANCFX AMERICAN FUNDS-FUNDAMENTAL INVESTORS CL A 0.0%
Value ($000) $49 Shares 667 Est. Cost $68.87 Unrealized
BGS BG FOODS INC 0.0%
Value ($000) $47 Shares 1,498 Est. Cost $9.63 Unrealized +108.1%
HSY THE HERSHEY COMPANY 0.0%
Value ($000) $46 Shares 290 Est. Cost $110.65 Unrealized +21.2%
PHILLIPS EDISON GROCERY CTR REIT II 0.0%
Value ($000) $45 Shares 5,138 Est. Cost $16.63 Unrealized
GIS GENERAL MILLS INC 0.0%
Value ($000) $44 Shares 722 Est. Cost $38.22 Unrealized +28.1%
VTIP VANGUARD S/T INFLATION-PROTECTED SEC INDEX FD 0.0%
Value ($000) $43 Shares 834 Est. Cost $49.14 Unrealized
IWP MFC ISHARES TR RUSSELL MID-CAP GR ETF 0.0%
Value ($000) $43 Shares 418 Est. Cost $102.87 Unrealized
FDX FEDEX CORPORATION 0.0%
Value ($000) $41 Shares 144 Est. Cost $153.83 Unrealized +52.2%
IDA IDACORP INC 0.0%
Value ($000) $40 Shares 400 Est. Cost $93.46 Unrealized -2.2%
ETR ENTERGY CORPORATION NEW 0.0%
Value ($000) $40 Shares 400 Est. Cost $47.12 Unrealized -16.2%
PHO INVESCO WATER RESOURCES ETF 0.0%
Value ($000) $40 Shares 800 Est. Cost $36.25 Unrealized
SPYM SPDR PORTFOLIO S&P 500 ETF 0.0%
Value ($000) $39 Shares 829 Est. Cost $43.43 Unrealized
GSEW GOLDMAN SACHS EQUAL WEIGHT US LRG CAP EQ ETF 0.0%
Value ($000) $38 Shares 617 Est. Cost $58.35 Unrealized
CSDIX COHEN STEERS REAL ESTATE SECURITIES FD I 0.0%
Value ($000) $36 Shares 2,038 Est. Cost $17.99 Unrealized
LINDE PLC 0.0%
Value ($000) $36 Shares 129 Est. Cost $218.64 Unrealized
CRANE CO 0.0%
Value ($000) $36 Shares 380 Est. Cost $58.54 Unrealized
ITOT ISHARES CORE SP TOTAL US STOCK MARKET ETF 0.0%
Value ($000) $36 Shares 388 Est. Cost $71.26 Unrealized
SPIB SPDR PORTFOLIO INTERMEDIATE TERM CORP BD ETF 0.0%
Value ($000) $36 Shares 991 Est. Cost $36.33 Unrealized
APA APA CORPORATION 0.0%
Value ($000) $36 Shares 1,985 Est. Cost $16.01 Unrealized 0.0%
CME CME GROUP INC 0.0%
Value ($000) $35 Shares 172 Est. Cost $113.39 Unrealized +43.9%
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $35 Shares 634 Est. Cost $71.89 Unrealized
BURKE HERBERT BANK TRUST 0.0%
Value ($000) $35 Shares 18 Est. Cost $2170.07 Unrealized
YUMC YUM CHINA HOLDING INC 0.0%
Value ($000) $34 Shares 580 Est. Cost $54.74 Unrealized +9.2%
CWGIX AMERICAN CAPITAL WORLD GROWTH AND INCOME 0.0%
Value ($000) $34 Shares 543 Est. Cost $62.62 Unrealized
CAT CATERPILLAR INC. 0.0%
Value ($000) $31 Shares 134 Est. Cost $100.55 Unrealized +88.1%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $31 Shares 732 Est. Cost $17.13 Unrealized +112.7%
VTMGX VANGUARD DEVELOPED MARKETS INDEX ADM 0.0%
Value ($000) $31 Shares 1,944 Est. Cost $12.79 Unrealized
KMI KINDER MORGAN INC 0.0%
Value ($000) $31 Shares 1,885 Est. Cost $17.32 Unrealized -33.2%
ROYAL DUTCH SHELL PLC SPON ADR 0.0%
Value ($000) $31 Shares 794 Est. Cost $63.33 Unrealized
PFG PRINCIPAL FINANCIAL GROUP 0.0%
Value ($000) $30 Shares 494 Est. Cost $31.97 Unrealized +46.1%
RSPT INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF 0.0%
Value ($000) $29 Shares 109 Est. Cost $256.88 Unrealized
SPYV SPDR PORTFOLIO S&P 500 VALUE 0.0%
Value ($000) $29 Shares 774 Est. Cost $25.84 Unrealized
AVY AVERY DENNISON CORPORATION 0.0%
Value ($000) $29 Shares 160 Est. Cost $60.56 Unrealized +159.7%
WEN WENDY'S INTERNATIONAL INC 0.0%
Value ($000) $29 Shares 1,417 Est. Cost $21.21 Unrealized -2.1%
COHEN & STEERS QUALITY INCOME REALTY FUND INC 0.0%
Value ($000) $28 Shares 2,000 Est. Cost $11.73 Unrealized
DEO DIAGEO PLC-SPONSORED ADR 0.0%
Value ($000) $28 Shares 168 Est. Cost $144.02 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR ETF 0.0%
Value ($000) $28 Shares 820 Est. Cost $21.14 Unrealized
CAIBX AMERICAN CAPITAL INCOME BUILDER-A 0.0%
Value ($000) $27 Shares 414 Est. Cost $62.96 Unrealized
VB VANGUARD SMALL-CAP ETF 0.0%
Value ($000) $27 Shares 125 Est. Cost $155.22 Unrealized
HYG ISHARES IBOXX $ HIGH YIELD CORP BD FUND 0.0%
Value ($000) $27 Shares 310 Est. Cost $85.96 Unrealized
DOW DOW INC 0.0%
Value ($000) $27 Shares 422 Est. Cost $35.25 Unrealized +29.9%
OTIS OTIS WORLWIDE CORPORATION 0.0%
Value ($000) $25 Shares 366 Est. Cost $47.48 Unrealized +27.9%
C CITIGROUP INC 0.0%
Value ($000) $25 Shares 343 Est. Cost $43.53 Unrealized +29.1%
MAR MARRIOTT INTERNATIONAL INC 0.0%
Value ($000) $24 Shares 161 Est. Cost $127.44 Unrealized +3.3%
XLC COMMUNICATION SVCS SELECT SECTOR SPDR ETF 0.0%
Value ($000) $24 Shares 330 Est. Cost $66.67 Unrealized
PUTNAM MANAGED MUNI INCM TRS 0.0%
Value ($000) $24 Shares 2,989 Est. Cost $8.03 Unrealized
PRU PRUDENTIAL FINANCIAL, INC. 0.0%
Value ($000) $24 Shares 268 Est. Cost $57.29 Unrealized +18.3%
TMUS T-MOBILE US INC 0.0%
Value ($000) $24 Shares 191 Est. Cost $98.65 Unrealized +23.4%
AFL AFLAC INC 0.0%
Value ($000) $23 Shares 458 Est. Cost $36.47 Unrealized +17.6%
FIRSTCASH INC 0.0%
Value ($000) $22 Shares 336 Est. Cost $69.94 Unrealized
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 0.0%
Value ($000) $22 Shares 179 Est. Cost $101.66 Unrealized
IYR ISHARES U.S. REAL ESTATE ETF 0.0%
Value ($000) $21 Shares 233 Est. Cost $70.07 Unrealized
FDS FACTSET RESEARCH SYSTEM 0.0%
Value ($000) $21 Shares 67 Est. Cost $314.73 Unrealized -4.0%
EL ESTEE LAUDER COMPANIES INC CL A 0.0%
Value ($000) $21 Shares 72 Est. Cost $157.33 Unrealized +62.1%
CTVA CORTEVA INC 0.0%
Value ($000) $21 Shares 452 Est. Cost $25.02 Unrealized +67.5%
TDIV FIRST TRUST NASDAQ TECHNOLOGY DVD INDEX 0.0%
Value ($000) $20 Shares 370 Est. Cost $40.00 Unrealized
VWINX VANGUARD WELLESLEY INCOME FUND INV 0.0%
Value ($000) $20 Shares 699 Est. Cost $25.70 Unrealized
CATH GLOBAL X SP 500 CATHOLIC VALUES ETF 0.0%
Value ($000) $20 Shares 400 Est. Cost $35.56 Unrealized
DE DEERE & COMPANY 0.0%
Value ($000) $20 Shares 53 Est. Cost $72.55 Unrealized +323.8%
UGI UGI CORPORATION 0.0%
Value ($000) $20 Shares 478 Est. Cost $35.02 Unrealized +10.4%
TT TRANE TECHNOLOGIES PUBLIC LIMITED CO 0.0%
Value ($000) $20 Shares 122 Est. Cost $103.73 Unrealized +40.2%
ROYAL DUTCH SHELL PLC 0.0%
Value ($000) $19 Shares 516 Est. Cost $65.81 Unrealized
PDP INVESCO DWA MOMENTUM PORTFOLIO 0.0%
Value ($000) $19 Shares 218 Est. Cost $55.07 Unrealized
SPSB SPDR BBG BARCLAYS SHORT TERM CORP BD ETF 0.0%
Value ($000) $19 Shares 601 Est. Cost $31.45 Unrealized
ARTNA ARTESIAN RESOURCES CORP CL A 0.0%
Value ($000) $19 Shares 495 Est. Cost $19.16 Unrealized +76.1%
WY WEYERHAEUSER CO 0.0%
Value ($000) $19 Shares 520 Est. Cost $16.98 Unrealized +64.2%
ASIAX INVESCO ASIA PACIFIC GROWTH FD A 0.0%
Value ($000) $19 Shares 495 Est. Cost $38.42 Unrealized
BBH VANECK VECTORS BIOTECH ETF 0.0%
Value ($000) $18 Shares 100 Est. Cost $105.00 Unrealized
NVDA NVIDIA CORPORATION 0.0%
Value ($000) $18 Shares 34 Est. Cost $9.73 Unrealized +37.7%
DISCOVERY COMMUNICATIONS INC 0.0%
Value ($000) $18 Shares 409 Est. Cost $22.00 Unrealized
OMC OMNICOM GROUP INC 0.0%
Value ($000) $18 Shares 240 Est. Cost $50.09 Unrealized +16.0%
XSOE WISDOMTREE EMERGING MARKETS EX ST OW ETF 0.0%
Value ($000) $18 Shares 437 Est. Cost $38.90 Unrealized
ES EVERSOURCE ENERGY 0.0%
Value ($000) $18 Shares 211 Est. Cost $72.80 Unrealized -3.5%
JLL JONES LANG LASALLE INC 0.0%
Value ($000) $18 Shares 100 Est. Cost $154.50 Unrealized +5.5%
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $18 Shares 55 Est. Cost $258.87 Unrealized +7.5%
USAAX USAA GROWTH FUND 0.0%
Value ($000) $18 Shares 535 Est. Cost $26.99 Unrealized
SHW SHERWIN - WILLIAMS COMPANY 0.0%
Value ($000) $18 Shares 24 Est. Cost $103.03 Unrealized +121.4%
BP BP PLC SPONS ADR 0.0%
Value ($000) $18 Shares 734 Est. Cost $42.35 Unrealized
NXPI NXP SEMICONDUCTORS NV 0.0%
Value ($000) $17 Shares 86 Est. Cost $111.28 Unrealized +50.5%
MSI MOTOROLA SOLUTIONS INC 0.0%
Value ($000) $17 Shares 92 Est. Cost $157.19 Unrealized +6.9%
CB CHUBB LTD 0.0%
Value ($000) $17 Shares 109 Est. Cost $127.71 Unrealized +17.6%
QOPIX INVESCO FUNDAMENTAL ALTERNATIVES FD R6 0.0%
Value ($000) $17 Shares 601 Est. Cost $27.54 Unrealized
FISV FISERV, INC. 0.0%
Value ($000) $17 Shares 145 Est. Cost $69.83 Unrealized +64.3%
IFF INTERNATIONAL FLAVORS & FRAGRANCES INC 0.0%
Value ($000) $17 Shares 124 Est. Cost $111.68 Unrealized +1.3%
FKRCX FRANKLIN GOLD AND PRECIOUS METALS FUND 0.0%
Value ($000) $17 Shares 776 Est. Cost $19.33 Unrealized
VSS VANGUARD FTSE ALL WORLD EX-US SMALL CAP ETF 0.0%
Value ($000) $16 Shares 124 Est. Cost $106.39 Unrealized
IGSB ISHARES 1-5 YEAR INVESTMENT GRADE BOND ETF 0.0%
Value ($000) $16 Shares 286 Est. Cost $54.55 Unrealized
DISCOVER FINANCIAL SERVICES 0.0%
Value ($000) $15 Shares 156 Est. Cost $63.59 Unrealized
LMBS FIRST TRUST LOW DURATION OPPORTUNITIES ETF 0.0%
Value ($000) $15 Shares 293 Est. Cost $51.19 Unrealized
WM WASTE MANAGEMENT INC (NEW) 0.0%
Value ($000) $15 Shares 115 Est. Cost $98.67 Unrealized +9.6%
MAS MASCO CORP. 0.0%
Value ($000) $15 Shares 245 Est. Cost $49.37 Unrealized +3.6%
BR BROADRIDGE FINANCIAL SOLUTIONS, INC. 0.0%
Value ($000) $15 Shares 100 Est. Cost $103.76 Unrealized +31.1%
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.0%
Value ($000) $15 Shares 127 Est. Cost $107.94 Unrealized
TCW STRATEGIC INCOME FUND INC 0.0%
Value ($000) $15 Shares 2,700 Est. Cost $5.56 Unrealized
MADCX BLACKROCK EMERGING MARKETS FUND I 0.0%
Value ($000) $15 Shares 448 Est. Cost $31.25 Unrealized
VYX NCR CORPORATION 0.0%
Value ($000) $15 Shares 400 Est. Cost $11.46 Unrealized +92.0%
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FD 0.0%
Value ($000) $15 Shares 88 Est. Cost $145.00 Unrealized
USAGX USAA PRECIOUS METALS AND MINERALS FUND 0.0%
Value ($000) $14 Shares 763 Est. Cost $18.35 Unrealized
FLRN SPDR BLOOMBERG BARCLAYS INVT GD FLT RT ETF 0.0%
Value ($000) $14 Shares 472 Est. Cost $29.66 Unrealized
VEMAX VANGUARD EMERGING MARKETS STOCK INDEX-ADMIRAL 0.0%
Value ($000) $14 Shares 330 Est. Cost $30.25 Unrealized
SGOL ABERDEEN STANDARD PHYSICAL GOLD SHS ETF 0.0%
Value ($000) $14 Shares 868 Est. Cost $18.43 Unrealized
BSV VANGUARD BOND INDEX SHORT-TERM BOND ETF 0.0%
Value ($000) $14 Shares 174 Est. Cost $80.46 Unrealized
LHIAX COLUMBIA HIGH YIELD MUNICIPAL FUND CL A 0.0%
Value ($000) $13 Shares 1,228 Est. Cost $10.59 Unrealized
REET ISHARES GLOBAL REIT ETF 0.0%
Value ($000) $13 Shares 516 Est. Cost $21.32 Unrealized
NUVEEN SEL TEX - FR INC PORT 0.0%
Value ($000) $13 Shares 750 Est. Cost $18.00 Unrealized
ENVA ENOVA INTERNATIONAL INC 0.0%
Value ($000) $13 Shares 366 Est. Cost $20.48 Unrealized +46.2%
NFLX NETFLIX INC 0.0%
Value ($000) $13 Shares 24 Est. Cost $37.99 Unrealized +39.6%
TAMALE BLANCA, INC 0.0%
Value ($000) $13 Shares 500 Est. Cost $14.00 Unrealized
XBKNX BLACKROCK INVESTMENT QUALITY MUNICIPAL TRUST 0.0%
Value ($000) $13 Shares 726 Est. Cost $17.22 Unrealized
RWR SPDR DOW JONES REIT ETF 0.0%
Value ($000) $13 Shares 137 Est. Cost $76.36 Unrealized
EVRG EVERGY INC 0.0%
Value ($000) $12 Shares 204 Est. Cost $45.35 Unrealized +0.2%
YORW YORK WATER CO 0.0%
Value ($000) $12 Shares 248 Est. Cost $19.17 Unrealized +114.0%
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $12 Shares 90 Est. Cost $126.03 Unrealized +7.1%
GEN NORTONLIFELOCK INC. 0.0%
Value ($000) $12 Shares 572 Est. Cost $18.90 Unrealized +0.2%
KTB KONTOOR BRANDS INC 0.0%
Value ($000) $12 Shares 257 Est. Cost $17.82 Unrealized +150.7%
FHIGX FIDELITY MUNICIPAL INCOME FUND 0.0%
Value ($000) $12 Shares 860 Est. Cost $13.35 Unrealized
GSLC GOLDMAN SACHS ACTIVEBETA U.S. LARGE CAP 0.0%
Value ($000) $11 Shares 135 Est. Cost $63.83 Unrealized
VBK VANGUARD SMALL-CAP GROWTH ETF 0.0%
Value ($000) $11 Shares 40 Est. Cost $155.48 Unrealized
FSGAX FRANKLIN SMALL MIDCAP GROWTH FUND ADVISOR SHS 0.0%
Value ($000) $11 Shares 208 Est. Cost $38.71 Unrealized
GPN GLOBAL PAYMENTS INC 0.0%
Value ($000) $10 Shares 51 Est. Cost $149.37 Unrealized +27.7%
VTRS VIATRIS INC 0.0%
Value ($000) $10 Shares 734 Est. Cost $13.33 Unrealized -0.1%
VGSLX VANGUARD REAL ESTATE INDEX FD ADMIRAL SHARES 0.0%
Value ($000) $10 Shares 77 Est. Cost $119.94 Unrealized
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $10 Shares 280 Est. Cost $19.50 Unrealized +44.5%
DAL DELTA AIR LINES INC 0.0%
Value ($000) $10 Shares 211 Est. Cost $47.89 Unrealized -10.1%
QRVO QORVO INC 0.0%
Value ($000) $10 Shares 53 Est. Cost $123.55 Unrealized +42.1%
RFG INVESCO S&P MIDCAP 400 PURE GROWTH ETF 0.0%
Value ($000) $10 Shares 45 Est. Cost $162.86 Unrealized
TAK TAKEDA PHARMACEUTICAL COMPANY LTD-SP ADR 0.0%
Value ($000) $10 Shares 564 Est. Cost $18.40 Unrealized
SPEM SPDR PORT S&P EMERGING MARKETS ETF 0.0%
Value ($000) $10 Shares 236 Est. Cost $42.37 Unrealized
CX CEMEX SA - SPONS ADR 0.0%
Value ($000) $9 Shares 1,262 Est. Cost $10.07 Unrealized
LABORATORY CORPORATION OF AMERICA HOLDINGS 0.0%
Value ($000) $9 Shares 36 Est. Cost $167.18 Unrealized
PIMCO CORPORATE & INCOME OPP 0.0%
Value ($000) $9 Shares 500 Est. Cost $18.00 Unrealized
DNP SELECT INCOME FUND INC 0.0%
Value ($000) $9 Shares 900 Est. Cost $10.00 Unrealized
LSSCX LOOMIS SAYLES SMALL CAP VALUE FUND 0.0%
Value ($000) $9 Shares 304 Est. Cost $34.03 Unrealized
EXC EXELON CORPORATION 0.0%
Value ($000) $9 Shares 207 Est. Cost $21.28 Unrealized +18.6%
EATON VANCE TAX-MANAGED GLBL DVRSFD EQ INCME 0.0%
Value ($000) $9 Shares 960 Est. Cost $9.38 Unrealized
WFBFX AMERICAN CAPITAL WORLD BOND FD F3 0.0%
Value ($000) $9 Shares 416 Est. Cost $19.48 Unrealized
VMBS VANGUARD MORTGAGE-BACKED SEC ETF 0.0%
Value ($000) $8 Shares 155 Est. Cost $51.61 Unrealized
BLV VANGUARD LONG TERM BOND ETF 0.0%
Value ($000) $8 Shares 85 Est. Cost $105.88 Unrealized
DTE DTE ENERGY COMPANY 0.0%
Value ($000) $8 Shares 59 Est. Cost $82.03 Unrealized +8.8%
ALEXION PHARMACEUTICALS, INC. 0.0%
Value ($000) $8 Shares 50 Est. Cost $115.92 Unrealized
INVESCO QUALITY MUNICIPAL INCOME TRUST 0.0%
Value ($000) $8 Shares 600 Est. Cost $13.33 Unrealized
TEXAS OSAGE ROYALTY POOL, INC. 0.0%
Value ($000) $8 Shares 125 Est. Cost $72.00 Unrealized
RWX SPDR DOW JONES INTERNATIONAL REAL ESTATE ETF 0.0%
Value ($000) $8 Shares 242 Est. Cost $40.29 Unrealized
ALC ALCON INC 0.0%
Value ($000) $8 Shares 114 Est. Cost $55.82 Unrealized +25.0%
MPT MEDICAL PROPERTIES TRUST INC 0.0%
Value ($000) $8 Shares 374 Est. Cost $18.72 Unrealized
METLIFE INC SER A 4.000 PERP/CALL 11/23/2020 0.0%
Value ($000) $8 Shares 300 Est. Cost $23.33 Unrealized
MDDCX BLACKROCK EMERGING MARKETS A 0.0%
Value ($000) $8 Shares 237 Est. Cost $29.54 Unrealized
XLU UTILITIES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $7 Shares 114 Est. Cost $57.90 Unrealized
TROW T ROWE PRICE GROUP INC 0.0%
Value ($000) $7 Shares 40 Est. Cost $80.52 Unrealized +63.8%
MPWR MONOLITHIC POWER SYSTEMS INC 0.0%
Value ($000) $7 Shares 19 Est. Cost $131.20 Unrealized +167.7%
SWKS SKYWORKS SOLUTIONS INC 0.0%
Value ($000) $7 Shares 39 Est. Cost $54.09 Unrealized +182.8%
STT STATE STREET CORP 0.0%
Value ($000) $7 Shares 80 Est. Cost $72.86 Unrealized -9.3%
REAVES UTILITY INCOME FUND 0.0%
Value ($000) $7 Shares 200 Est. Cost $30.00 Unrealized
BARRICK GOLD CORP 0.0%
Value ($000) $7 Shares 333 Est. Cost $27.03 Unrealized
EW EDWARDS LIFESCIENCES CORPORATION 0.0%
Value ($000) $7 Shares 87 Est. Cost $68.43 Unrealized +23.5%
LUBY'S INC 0.0%
Value ($000) $7 Shares 2,097 Est. Cost $1.77 Unrealized
EXAS EXACT SCIENCES CORP 0.0%
Value ($000) $6 Shares 45 Est. Cost $86.36 Unrealized +58.5%
EWT ISHARES MSCI TAIWAN ETF 0.0%
Value ($000) $6 Shares 107 Est. Cost $52.76 Unrealized
MFS HIGH INCOME MUNI TR 0.0%
Value ($000) $6 Shares 1,240 Est. Cost $5.24 Unrealized
NOK NOKIA CORP ADR A 0.0%
Value ($000) $6 Shares 1,600 Est. Cost $3.75 Unrealized
TRMK TRUSTMARK CORPORATION 0.0%
Value ($000) $6 Shares 168 Est. Cost $21.43 Unrealized +25.8%
BPOP POPULAR, INC 0.0%
Value ($000) $6 Shares 84 Est. Cost $31.61 Unrealized +77.7%
RPM RPM INTERNATIONAL INC 0.0%
Value ($000) $5 Shares 50 Est. Cost $45.37 Unrealized +90.5%
NEM NEWMONT CORPORATION 0.0%
Value ($000) $5 Shares 79 Est. Cost $45.77 Unrealized +12.0%
PHM PULTE HOMES INC COM 0.0%
Value ($000) $5 Shares 100 Est. Cost $31.05 Unrealized +43.3%
SNA SNAP-ON INCORPORATED 0.0%
Value ($000) $5 Shares 20 Est. Cost $146.41 Unrealized +18.6%
STZ CONSTELLATION BRANDS INC. - CLASS A 0.0%
Value ($000) $5 Shares 20 Est. Cost $181.89 Unrealized +14.4%
EOG EOG RESOURCES INC 0.0%
Value ($000) $5 Shares 63 Est. Cost $45.71 Unrealized +10.3%
HRL HORMEL FOODS CORPORATION 0.0%
Value ($000) $5 Shares 110 Est. Cost $31.86 Unrealized +28.7%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $5 Shares 16 Est. Cost $178.97 Unrealized +54.7%
F FORD MOTOR COMPANY 0.0%
Value ($000) $5 Shares 413 Est. Cost $6.29 Unrealized +38.0%
NUSTAR ENERGY LP 0.0%
Value ($000) $5 Shares 304 Est. Cost $19.44 Unrealized
AMD ADVANCED MICRO DEVICES INC. 0.0%
Value ($000) $5 Shares 67 Est. Cost $63.02 Unrealized +36.6%
CCEP COCA-COLA EUROPEAN PARTNERS PLC 0.0%
Value ($000) $4 Shares 83 Est. Cost $35.98 Unrealized +21.7%
CHTR CHARTER COMMUNICATIONS INC A 0.0%
Value ($000) $4 Shares 7 Est. Cost $515.71 Unrealized +21.2%
WMB WILLIAMS COS INC 0.0%
Value ($000) $4 Shares 162 Est. Cost $15.29 Unrealized +16.6%
PRA HEALTH SCIENCES INC 0.0%
Value ($000) $4 Shares 27 Est. Cost $110.75 Unrealized
DG DOLLAR GENERAL CORP 0.0%
Value ($000) $4 Shares 19 Est. Cost $167.53 Unrealized +10.1%
FND FLOOR & DECOR HOLDINGS INC 0.0%
Value ($000) $4 Shares 42 Est. Cost $35.51 Unrealized +174.2%
DBOEY DEUTSCHE BOERSE AG-UNSPN ADR 0.0%
Value ($000) $4 Shares 215 Est. Cost $18.60 Unrealized
MET METLIFE INC 0.0%
Value ($000) $4 Shares 65 Est. Cost $36.15 Unrealized +31.7%
BMO BANK OF MONTREAL 0.0%
Value ($000) $4 Shares 40 Est. Cost $55.37 Unrealized +20.7%
BTI BRITISH AMERICAN TOB SP ADR 0.0%
Value ($000) $4 Shares 110 Est. Cost $36.34 Unrealized
TRP TC ENERGY CORP 0.0%
Value ($000) $4 Shares 83 Est. Cost $32.58 Unrealized +5.6%
IFLN INVESCO FUNDAMENTAL HY CORP BOND ETF 0.0%
Value ($000) $4 Shares 218 Est. Cost $18.35 Unrealized
QSR RESTAURANT BRANDS INTERNATIONAL INC 0.0%
Value ($000) $4 Shares 65 Est. Cost $58.37 Unrealized +6.2%
BMRN BIOMARIN PHARMACEUTICAL INC 0.0%
Value ($000) $4 Shares 52 Est. Cost $101.18 Unrealized -19.3%
AXAHY AXA - SPONS ADR 0.0%
Value ($000) $4 Shares 137 Est. Cost $21.90 Unrealized
GRMN GARMIN LTD 0.0%
Value ($000) $3 Shares 22 Est. Cost $68.37 Unrealized +63.5%
RHHBY ROCHE HOLDINGS LTD-SPONS ADR 0.0%
Value ($000) $3 Shares 74 Est. Cost $40.54 Unrealized
TOELY TOKYO ELECTRON LTD UNSP ADR 0.0%
Value ($000) $3 Shares 28 Est. Cost $107.14 Unrealized
SMFG SUMITOMO MITSUI FINANCIAL GROUP INC ADR 0.0%
Value ($000) $3 Shares 470 Est. Cost $6.38 Unrealized
XLB MATERIALS SELECT SECTOR SPDR TRUST FUND 0.0%
Value ($000) $3 Shares 34 Est. Cost $58.82 Unrealized
TOTAL SA-SPON ADR 0.0%
Value ($000) $3 Shares 61 Est. Cost $49.18 Unrealized
AIG AMERICAN INTERNATIONAL GROUP INC 0.0%
Value ($000) $3 Shares 58 Est. Cost $42.60 Unrealized -9.4%
NORDSTROM, INC. 0.0%
Value ($000) $3 Shares 86 Est. Cost $48.15 Unrealized
BASFY BASF SE-SPON ADR 0.0%
Value ($000) $3 Shares 138 Est. Cost $21.74 Unrealized
SIEGY SIEMENS AG - SPONS ADR 0.0%
Value ($000) $3 Shares 42 Est. Cost $71.43 Unrealized
INVESCO BULLETSHARES 2023 CORP BOND ETF 0.0%
Value ($000) $3 Shares 130 Est. Cost $23.08 Unrealized
LVMUY LVMH MOET HENNESSY LOUIS VUITTON SA ADR 0.0%
Value ($000) $3 Shares 19 Est. Cost $105.26 Unrealized
DHLGY DEUTSCHE POST AG SPON ADR 0.0%
Value ($000) $3 Shares 57 Est. Cost $52.63 Unrealized
CCL CARNIVAL CORP. 0.0%
Value ($000) $3 Shares 100 Est. Cost $45.85 Unrealized -48.6%
PHG KONINKLIJKE PHILIPS N.V. 0.0%
Value ($000) $3 Shares 59 Est. Cost $50.85 Unrealized
IX ORIX CORPORATION - SPON ADR 0.0%
Value ($000) $2 Shares 24 Est. Cost $83.33 Unrealized
VNT VONTIER CORPORATION 0.0%
Value ($000) $2 Shares 80 Est. Cost $31.19 Unrealized +4.6%
VOD VODAFONE GROUP PLC 0.0%
Value ($000) $2 Shares 105 Est. Cost $19.44 Unrealized
IAA INC 0.0%
Value ($000) $2 Shares 34 Est. Cost $29.41 Unrealized
GLAXOSMITHKLINE PLC SPONSORED ADR 0.0%
Value ($000) $2 Shares 44 Est. Cost $40.00 Unrealized
OXY OCCIDENTAL PETROLEUM CORP. 0.0%
Value ($000) $2 Shares 79 Est. Cost $38.90 Unrealized -39.4%
TCEHY TENCENT HOLDINGS LTD UNS ADR 0.0%
Value ($000) $2 Shares 27 Est. Cost $45.26 Unrealized
SNN SMITH & NEPHEW PLC-SPON ADR 0.0%
Value ($000) $2 Shares 42 Est. Cost $47.62 Unrealized
AVIVA PLC 0.0%
Value ($000) $2 Shares 192 Est. Cost $10.39 Unrealized
MGDDY MICHELIN (CGDE) - UNSPONS ADR 0.0%
Value ($000) $2 Shares 76 Est. Cost $23.98 Unrealized
MAXIM INTEGRATED PRODUCTS INC 0.0%
Value ($000) $2 Shares 17 Est. Cost $56.73 Unrealized
SNY SANOFI-AVENTIS - ADR 0.0%
Value ($000) $2 Shares 42 Est. Cost $47.62 Unrealized
SAN BANCO SANTANDER SA-SPON ADR 0.0%
Value ($000) $1 Shares 240 Est. Cost $4.17 Unrealized
GVA GRANITE CONSTRUCTION INC 0.0%
Value ($000) $1 Shares 31 Est. Cost $48.84 Unrealized -29.1%
UAL UNITED AIRLINES HOLDINGS INC 0.0%
Value ($000) $1 Shares 26 Est. Cost $66.12 Unrealized -26.1%
OPLN KAR AUCTION SERVICES INC 0.0%
Value ($000) $1 Shares 34 Est. Cost $19.09 Unrealized -10.8%
GLW CORNING INCORPORATED 0.0%
Value ($000) $1 Shares 25 Est. Cost $25.30 Unrealized +32.8%
KHC KRAFT HEINZ COMPANY 0.0%
Value ($000) $1 Shares 33 Est. Cost $23.76 Unrealized +20.5%
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $1 Shares 15 Est. Cost $38.23 Unrealized +28.0%
KTRS-AM LLC 0.0%
Value ($000) $1 Shares 444 Est. Cost $2.25 Unrealized
WAB WABTEC CORPORATION 0.0%
Value ($000) $1 Shares 7 Est. Cost $66.38 Unrealized +13.7%
DIAMOND OFFSHORE DRILLING INC 0.0%
Value ($000) $0 Shares 1,580 Est. Cost $20.89 Unrealized
BULLION RIVER GOLD CORPORTION 0.0%
Value ($000) $0 Shares 100,000 Est. Cost Unrealized
OILSANDS QUEST INC. 0.0%
Value ($000) $0 Shares 500 Est. Cost Unrealized
OXY/WS OCCIDENTAL PETE CORP WT EXP 0.0%
Value ($000) $0 Shares 9 Est. Cost Unrealized
49.5 MEMBERSHIP INT RKJ SILVERADO RANCH LLC 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
RIG TRANSOCEAN LTD 0.0%
Value ($000) $0 Shares 118 Est. Cost $1.47 Unrealized +136.4%
SEARS HOLDING CORPORATION 0.0%
Value ($000) $0 Shares 21 Est. Cost Unrealized
FTI TECHNIPFMC PLC 0.0%
Value ($000) $0 Shares 46 Est. Cost $16.21 Unrealized -50.5%
SGLRF SPYGLASS RESOURCES CORP 0.0%
Value ($000) $0 Shares 286 Est. Cost $0.00 Unrealized +1643.3%
SKYDEX TECHNOLOGIES INC. 0.0%
Value ($000) $0 Shares 3,667 Est. Cost Unrealized
TRV THE TRAVELERS COMPANIES, INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $116.89 Unrealized +13.9%
NATIONAL SECURITIES FUNDS 0.0%
Value ($000) $0 Shares 146 Est. Cost Unrealized
THNPY TECHNIP ENERGIES ADR-SPON 0.0%
Value ($000) $0 Shares 9 Est. Cost Unrealized