MOTCO Diversified Active

CIK: 0001306333 · Show all filings

Period: Q1 2022 (← Previous) (Next →)

Filing Date: May 6, 2022

Total Value ($000): $1,540,065 (100.0% shares, 0.0% debt)

Holdings (615)

MINJX MFS INTERNATIONAL INTRINSIC VALUE R6 4.6%
Value ($000) $70,551 Shares 1,524,104 Est. Cost $45.16 Unrealized
BROADWAY BANCSHARES INC TEX COM 4.2%
Value ($000) $65,410 Shares 235,736 Est. Cost $193.86 Unrealized
BROADWAY BANCSHARES INC TEX COM 3.6%
Value ($000) $55,536 Shares 200,150 Est. Cost $193.28 Unrealized
HLMIX HARDING LOEVNER INTERNATIONAL EQUITY PORT 3.5%
Value ($000) $53,170 Shares 1,986,191 Est. Cost $20.39 Unrealized
APDJX ARTISAN INTERNATIONAL SMALL MID ADVISOR 2.9%
Value ($000) $45,148 Shares 2,520,831 Est. Cost $13.79 Unrealized
TROIX T ROWE PRICE OVERSEAS STOCK-I 2.7%
Value ($000) $41,899 Shares 3,370,794 Est. Cost $11.44 Unrealized
GBOSX JPMORGAN GLOBAL BOND OPPORTUNITIES FD 2.0%
Value ($000) $30,512 Shares 3,017,975 Est. Cost $10.24 Unrealized
GQGIX GQG PARTNERS EMERGING MKTS EQUITY INSTL 1.7%
Value ($000) $25,505 Shares 1,643,362 Est. Cost $16.65 Unrealized
MSFT MICROSOFT CORPORATION 1.5%
Value ($000) $23,242 Shares 75,385 Est. Cost $58.08 Unrealized +401.7%
GLIFX LAZARD GLOBAL LISTED INFRASTRUCTURE PORTFOLIO 1.4%
Value ($000) $22,051 Shares 1,329,958 Est. Cost $15.21 Unrealized
AAPL APPLE INC. 1.4%
Value ($000) $21,509 Shares 123,181 Est. Cost $82.59 Unrealized +99.6%
AVGO BROADCOM INC 1.4%
Value ($000) $20,869 Shares 33,142 Est. Cost $24.49 Unrealized +124.9%
WCMEX WCM FOCUSED EMERGING MARKETS FD INSTL 1.3%
Value ($000) $20,204 Shares 1,295,131 Est. Cost $15.60 Unrealized
JNJ JOHNSON & JOHNSON 1.2%
Value ($000) $18,023 Shares 101,691 Est. Cost $82.63 Unrealized +83.7%
JHEQX JPMORGAN HEDGED EQUITY FUND I 1.1%
Value ($000) $17,225 Shares 669,711 Est. Cost $21.14 Unrealized
BILPX BLACKROCK EVENT DRIVEN EQUITY FUND 1.1%
Value ($000) $16,701 Shares 1,681,925 Est. Cost $9.70 Unrealized
CCI CROWN CASTLE INTL CORP 1.1%
Value ($000) $16,190 Shares 87,699 Est. Cost $77.59 Unrealized +87.8%
JPM JPMORGAN CHASE & CO 1.1%
Value ($000) $16,180 Shares 118,692 Est. Cost $51.75 Unrealized +158.3%
MCD MCDONALDS CORP. 1.1%
Value ($000) $16,171 Shares 65,395 Est. Cost $96.70 Unrealized +135.5%
MRK MERCK & CO INC 1.0%
Value ($000) $15,847 Shares 193,141 Est. Cost $55.90 Unrealized +25.0%
BLACKROCK INC 1.0%
Value ($000) $15,609 Shares 20,426 Est. Cost $302.47 Unrealized
HD HOME DEPOT INC 0.9%
Value ($000) $13,711 Shares 45,805 Est. Cost $225.70 Unrealized +39.1%
CVX CHEVRON CORPORATION 0.9%
Value ($000) $13,681 Shares 84,016 Est. Cost $71.95 Unrealized +70.6%
DRRIX BNY MELLON GLOBAL REAL RETURN FUND INSTL 0.8%
Value ($000) $12,812 Shares 771,833 Est. Cost $16.28 Unrealized
VWALX VANGUARD HIGH YIELD TAX EXEMPT ADMIRAL SHARES 0.8%
Value ($000) $12,353 Shares 1,111,838 Est. Cost $11.68 Unrealized
GOOGL ALPHABET INC CL A 0.8%
Value ($000) $11,868 Shares 4,267 Est. Cost $38.06 Unrealized +254.2%
GLD SPDR GOLD TRUST 0.8%
Value ($000) $11,767 Shares 65,139 Est. Cost $120.43 Unrealized
FNWFX AMERICAN NEW WORLD FUND F3 0.8%
Value ($000) $11,682 Shares 151,487 Est. Cost $66.17 Unrealized
COST COSTCO WHOLESALE CORP. 0.7%
Value ($000) $11,278 Shares 19,585 Est. Cost $104.76 Unrealized +378.1%
PANW PALO ALTO NETWORKS INC 0.7%
Value ($000) $11,150 Shares 17,911 Est. Cost $89.50 Unrealized 0.0%
TMO THERMO FISHER SCIENTIFIC INC 0.7%
Value ($000) $11,093 Shares 18,782 Est. Cost $83.66 Unrealized +579.1%
GTEYX GATEWAY FUND 0.7%
Value ($000) $10,354 Shares 263,401 Est. Cost $31.39 Unrealized
PAYX PAYCHEX INC COM 0.7%
Value ($000) $10,335 Shares 75,733 Est. Cost $51.94 Unrealized +111.3%
UNP UNION PACIFIC CORPORATION 0.7%
Value ($000) $10,302 Shares 37,709 Est. Cost $105.22 Unrealized +119.1%
BIMBX BLACKROCK SYSTEMATIC MULTI-STRATEGY FD INSTL 0.7%
Value ($000) $10,249 Shares 1,009,750 Est. Cost $10.26 Unrealized
CMNIX CALAMOS MARKET NEUTRAL INCOME FUND I 0.7%
Value ($000) $10,131 Shares 707,474 Est. Cost $13.39 Unrealized
AMZN AMAZON.COM INC. 0.6%
Value ($000) $9,966 Shares 3,057 Est. Cost $90.13 Unrealized +71.4%
CVMIX CALVERT EMERGING MARKETS EQUITY FD I 0.6%
Value ($000) $9,902 Shares 533,250 Est. Cost $16.64 Unrealized
UNH UNITEDHEALTH GROUP INC. 0.6%
Value ($000) $9,848 Shares 19,311 Est. Cost $217.66 Unrealized +107.3%
ICE INTERCONTINENTAL EXCHANGE GROUP INC 0.6%
Value ($000) $9,782 Shares 74,044 Est. Cost $55.57 Unrealized +120.6%
LMT LOCKHEED MARTIN CORPORATION 0.6%
Value ($000) $9,648 Shares 21,856 Est. Cost $273.09 Unrealized +33.7%
ACN ACCENTURE PLC 0.6%
Value ($000) $9,475 Shares 28,097 Est. Cost $69.74 Unrealized +356.7%
APH AMPHENOL CORP - CLASS A 0.6%
Value ($000) $9,286 Shares 123,233 Est. Cost $20.86 Unrealized +78.9%
KO COCA COLA CO. 0.6%
Value ($000) $9,171 Shares 147,927 Est. Cost $37.74 Unrealized +43.3%
TXN TEXAS INSTRUMENTS 0.6%
Value ($000) $9,077 Shares 49,468 Est. Cost $93.49 Unrealized +68.2%
V VISA INC 0.6%
Value ($000) $8,973 Shares 40,460 Est. Cost $178.29 Unrealized +17.8%
EMR EMERSON ELECTRIC COMPANY 0.6%
Value ($000) $8,916 Shares 90,932 Est. Cost $63.22 Unrealized +38.3%
ROP ROPER TECHNOLOGIES INC 0.6%
Value ($000) $8,778 Shares 18,589 Est. Cost $351.84 Unrealized +24.8%
QCOM QUALCOMM INC 0.6%
Value ($000) $8,724 Shares 57,085 Est. Cost $78.53 Unrealized +95.6%
WMT WAL-MART, INC. 0.6%
Value ($000) $8,640 Shares 58,021 Est. Cost $42.59 Unrealized +4.7%
CSCO CISCO SYSTEMS INC 0.6%
Value ($000) $8,544 Shares 153,236 Est. Cost $23.58 Unrealized +113.2%
BMY BRISTOL MYERS SQUIBB 0.5%
Value ($000) $8,458 Shares 115,815 Est. Cost $47.35 Unrealized +20.0%
ZTS ZOETIS INC 0.5%
Value ($000) $8,358 Shares 44,317 Est. Cost $88.46 Unrealized +115.1%
VOD VODAFONE GROUP PLC 0.5%
Value ($000) $8,339 Shares 501,775 Est. Cost $15.43 Unrealized
NKE NIKE INC - CLASS B 0.5%
Value ($000) $8,315 Shares 61,795 Est. Cost $45.94 Unrealized +187.2%
MCHP MICROCHIP TECHNOLOGY INC 0.5%
Value ($000) $8,203 Shares 109,171 Est. Cost $52.98 Unrealized +30.2%
CRM SALESFORCE.COM INC. 0.5%
Value ($000) $8,120 Shares 38,243 Est. Cost $173.94 Unrealized +22.2%
AZN ASTRAZENECA PLC-SPONS ADR 0.5%
Value ($000) $8,022 Shares 120,913 Est. Cost $59.92 Unrealized
HON HONEYWELL INTERNATIONAL INC 0.5%
Value ($000) $8,006 Shares 41,145 Est. Cost $93.55 Unrealized +82.1%
MDLZ MONDELEZ INTERNATIONAL INC-A 0.5%
Value ($000) $7,942 Shares 126,508 Est. Cost $38.84 Unrealized +51.0%
WM WASTE MANAGEMENT INC (NEW) 0.5%
Value ($000) $7,938 Shares 50,080 Est. Cost $142.47 Unrealized +0.0%
DIS WALT DISNEY COMPANY 0.5%
Value ($000) $7,925 Shares 57,782 Est. Cost $76.41 Unrealized +84.9%
SCHW CHARLES SCHWAB CORP NEW 0.5%
Value ($000) $7,896 Shares 93,659 Est. Cost $83.34 Unrealized +0.0%
VZ VERIZON COMMUNICATIONS 0.5%
Value ($000) $7,883 Shares 154,741 Est. Cost $33.75 Unrealized +23.0%
SYK STRYKER CORP 0.5%
Value ($000) $7,883 Shares 29,485 Est. Cost $239.43 Unrealized +3.7%
VWEAX VANGUARD HIGH YIELD CORPORATE FUND ADM 0.5%
Value ($000) $7,859 Shares 1,393,360 Est. Cost $5.83 Unrealized
TMUS T-MOBILE US INC 0.5%
Value ($000) $7,821 Shares 60,936 Est. Cost $113.90 Unrealized +1.0%
NEE NEXTERA ENERGY 0.5%
Value ($000) $7,809 Shares 92,185 Est. Cost $64.66 Unrealized +11.5%
CMCSA COMCAST CORP. CLASS A 0.5%
Value ($000) $7,785 Shares 166,279 Est. Cost $29.66 Unrealized +44.5%
PEP PEPSICO INC. 0.5%
Value ($000) $7,783 Shares 46,503 Est. Cost $75.62 Unrealized +96.3%
ADBE ADOBE INC 0.5%
Value ($000) $7,732 Shares 16,971 Est. Cost $340.77 Unrealized +41.2%
APO APOLLO GLOBAL MANAGEMENT INC 0.5%
Value ($000) $7,688 Shares 124,023 Est. Cost $61.02 Unrealized 0.0%
UPS UNITED PARCEL SERVICE 0.5%
Value ($000) $7,650 Shares 35,672 Est. Cost $85.93 Unrealized +106.2%
VMWARE INC 0.5%
Value ($000) $7,632 Shares 67,025 Est. Cost $115.82 Unrealized
QFVIX PEAR TREE POLARIS FOREIGN VALUE FD INSTL 0.5%
Value ($000) $7,620 Shares 337,306 Est. Cost $19.42 Unrealized
APD AIR PRODUCTS & CHEMICAL INC 0.5%
Value ($000) $7,612 Shares 30,456 Est. Cost $146.02 Unrealized +58.8%
CI CIGNA CORPORATION 0.5%
Value ($000) $7,548 Shares 31,503 Est. Cost $199.03 Unrealized +9.7%
SBUX STARBUCKS CORP 0.5%
Value ($000) $7,517 Shares 82,635 Est. Cost $50.87 Unrealized +68.9%
DLR DIGITAL REALTY TRUST INC 0.5%
Value ($000) $7,418 Shares 52,312 Est. Cost $122.27 Unrealized +2.6%
IQV IQVIA HOLDINGS INC 0.5%
Value ($000) $7,412 Shares 32,057 Est. Cost $142.49 Unrealized +66.2%
TJX TJX COMPANIES INC 0.5%
Value ($000) $7,279 Shares 120,157 Est. Cost $42.27 Unrealized +49.6%
HILYX HARTFORD INTERNATIONAL VALUE FUND CL Y 0.5%
Value ($000) $7,258 Shares 446,591 Est. Cost $15.09 Unrealized
GPC GENUINE PARTS CO. 0.5%
Value ($000) $7,175 Shares 56,935 Est. Cost $67.52 Unrealized +72.0%
AEP AMERICAN ELECTRIC POWER COMPANY 0.5%
Value ($000) $7,155 Shares 71,723 Est. Cost $68.06 Unrealized +16.4%
ODVIX INVESCO DEVELOPING MARKETS FUND CL R6 0.5%
Value ($000) $7,135 Shares 180,040 Est. Cost $43.45 Unrealized
NSRGY NESTLE SA-SPONS ADR 0.5%
Value ($000) $7,075 Shares 54,169 Est. Cost $82.47 Unrealized
SLF SUN LIFE FINANCIAL INC 0.5%
Value ($000) $7,022 Shares 125,776 Est. Cost $34.55 Unrealized +59.4%
D DOMINION ENERGY INC 0.5%
Value ($000) $6,989 Shares 82,244 Est. Cost $62.43 Unrealized +7.2%
BCE BCE INC 0.4%
Value ($000) $6,867 Shares 123,821 Est. Cost $31.01 Unrealized +29.0%
FMB FIRST TRUST MANAGED MUNICIPAL ETF 0.4%
Value ($000) $6,863 Shares 129,338 Est. Cost $56.83 Unrealized
CMI CUMMINS INC 0.4%
Value ($000) $6,829 Shares 33,296 Est. Cost $195.46 Unrealized +0.6%
PEG PUBLIC SERVICE ENTERPRISE GROUP INC. 0.4%
Value ($000) $6,827 Shares 97,535 Est. Cost $36.87 Unrealized +57.4%
POSIX PRINCIPAL GLOBAL REAL ESTATE SECURITES 0.4%
Value ($000) $6,822 Shares 606,991 Est. Cost $9.48 Unrealized
FEUPX AMERICAN EUROPACIFIC GROWTH FD F3 0.4%
Value ($000) $6,813 Shares 119,802 Est. Cost $53.92 Unrealized
AMGN AMGEN, INC 0.4%
Value ($000) $6,679 Shares 27,616 Est. Cost $185.44 Unrealized +9.6%
CSRIX COHEN & STEERS INSTITUTIONAL REALTY SHARES 0.4%
Value ($000) $6,632 Shares 119,731 Est. Cost $41.14 Unrealized
STX SEAGATE TECHNOLOGY PLC 0.4%
Value ($000) $6,628 Shares 73,721 Est. Cost $89.80 Unrealized 0.0%
META META PLATFORMS INC. 0.4%
Value ($000) $6,546 Shares 29,438 Est. Cost $138.02 Unrealized +79.8%
USB US BANCORP DEL COM NEW 0.4%
Value ($000) $6,496 Shares 122,216 Est. Cost $34.56 Unrealized +38.4%
XOM EXXON MOBIL CORPORATION 0.4%
Value ($000) $6,493 Shares 78,617 Est. Cost $50.01 Unrealized +35.8%
BK BANK OF NEW YORK MELLON CORP 0.4%
Value ($000) $6,491 Shares 130,782 Est. Cost $38.75 Unrealized +31.0%
IBB ISHARES BIOTECHNOLOGY ETF 0.4%
Value ($000) $6,462 Shares 49,590 Est. Cost $147.97 Unrealized
PYPL PAYPAL HOLDINGS INC 0.4%
Value ($000) $6,309 Shares 54,550 Est. Cost $63.49 Unrealized +109.1%
KELLOGG CO. 0.4%
Value ($000) $6,226 Shares 96,545 Est. Cost $47.00 Unrealized +11.8%
TFC TRUIST FINANCIAL CORP COM 0.4%
Value ($000) $6,147 Shares 108,403 Est. Cost $45.12 Unrealized +12.2%
MERIX THE MERGER FUND INSTL 0.4%
Value ($000) $6,144 Shares 353,963 Est. Cost $17.41 Unrealized
MO ALTRIA GROUP INC. 0.4%
Value ($000) $6,108 Shares 116,885 Est. Cost $26.97 Unrealized +37.7%
MEDIX MFS EMERGING MARKETS DEBT FUND I 0.4%
Value ($000) $6,101 Shares 465,702 Est. Cost $14.52 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TRUST 0.4%
Value ($000) $5,818 Shares 11,864 Est. Cost $215.47 Unrealized
HAS HASBRO, INC. 0.4%
Value ($000) $5,780 Shares 70,559 Est. Cost $50.26 Unrealized +57.9%
FANG DIAMONDBACK ENERGY INC 0.4%
Value ($000) $5,511 Shares 40,202 Est. Cost $48.80 Unrealized +120.6%
IP INTERNATIONAL PAPER CO. 0.4%
Value ($000) $5,463 Shares 118,360 Est. Cost $35.05 Unrealized +10.3%
UNILEVER PLC-SPONS ADR 0.3%
Value ($000) $5,382 Shares 118,103 Est. Cost $47.76 Unrealized
ALB ALBEMARLE CORPORATION 0.3%
Value ($000) $5,276 Shares 23,859 Est. Cost $200.76 Unrealized 0.0%
MMM 3M CO 0.3%
Value ($000) $5,258 Shares 35,318 Est. Cost $116.11 Unrealized -1.3%
PPG PPG INDUSTRIES INC 0.3%
Value ($000) $5,032 Shares 38,391 Est. Cost $145.07 Unrealized -7.7%
VMLUX VANGUARD LIMITED TERM TAX EXEMPT ADMIRAL SHS 0.3%
Value ($000) $4,977 Shares 460,882 Est. Cost $11.03 Unrealized
VFIAX VANGUARD 500 INDEX FUND ADMIRAL SHS 540 0.3%
Value ($000) $4,955 Shares 11,848 Est. Cost $240.61 Unrealized
ENB ENBRIDGE INC 0.3%
Value ($000) $4,569 Shares 99,147 Est. Cost $22.04 Unrealized +51.1%
WEC WEC ENERGY GROUP INC 0.3%
Value ($000) $4,512 Shares 45,204 Est. Cost $74.36 Unrealized +11.2%
GLW CORNING INCORPORATED 0.3%
Value ($000) $4,341 Shares 117,618 Est. Cost $33.35 Unrealized +4.7%
FIKMX FIDELITY ADVISOR REAL ESTATE INCOME FUND Z 0.3%
Value ($000) $4,265 Shares 321,168 Est. Cost $12.15 Unrealized
TIDDX T ROWE PRICE INTERNATIONAL DISCOVERY INSTL 0.3%
Value ($000) $3,993 Shares 57,793 Est. Cost $68.83 Unrealized
VWIUX VANGUARD INTER TERM T/EXEMPT ADMIRAL SHARES 0.2%
Value ($000) $3,501 Shares 253,125 Est. Cost $14.19 Unrealized
PFE PFIZER INC 0.2%
Value ($000) $3,016 Shares 58,257 Est. Cost $21.85 Unrealized +94.4%
IVV ISHARES CORE SP 500 ETF 0.2%
Value ($000) $2,939 Shares 6,477 Est. Cost $312.93 Unrealized
TRMCX T ROWE PRICE MIDCAP VALUE FUND 0.2%
Value ($000) $2,899 Shares 82,456 Est. Cost $28.00 Unrealized
VEIRX VANGUARD EQUITY INCOME FUND ADMIRAL SHARES 0.2%
Value ($000) $2,631 Shares 28,369 Est. Cost $65.50 Unrealized
PRGFX T ROWE PRICE GROWTH STOCK FUND 0.2%
Value ($000) $2,585 Shares 28,613 Est. Cost $50.15 Unrealized
USSPX USAA SP 500 INDEX FUND MEMBER SHARES 0.2%
Value ($000) $2,459 Shares 41,714 Est. Cost $33.20 Unrealized
IAU ISHARES GOLD TRUST 0.2%
Value ($000) $2,450 Shares 66,513 Est. Cost $33.85 Unrealized
MDIZX MFS INTERNATIONAL DIVERSIFICATION FD R6 0.1%
Value ($000) $2,292 Shares 100,460 Est. Cost $21.82 Unrealized
VTSAX VANGUARD TOTAL STOCK MARKET INDEX- ADMIRAL 0.1%
Value ($000) $2,261 Shares 20,405 Est. Cost $54.80 Unrealized
CBHIX VICTORY MARKET NEUTRAL INCOME FUND I 0.1%
Value ($000) $2,237 Shares 232,554 Est. Cost $9.60 Unrealized
SPOKE HOLLOW RANCH INC CERT UNKNOWN 0.1%
Value ($000) $2,164 Shares 621,939 Est. Cost $1.96 Unrealized
MALITZ CONTRUCTION INC CLASS B NONVOTING 0.1%
Value ($000) $1,964 Shares 165,000 Est. Cost $11.91 Unrealized
IDV ISHARES INTERNATIONAL SELECT DIVIDEND ETF 0.1%
Value ($000) $1,938 Shares 61,013 Est. Cost $31.32 Unrealized
VBTLX VANGUARD TOTAL BOND MKT INDEX #584-ADM SH 0.1%
Value ($000) $1,920 Shares 183,557 Est. Cost $10.86 Unrealized
BRK/B BERKSHIRE HATHAWAY INC-CL B 0.1%
Value ($000) $1,753 Shares 4,967 Est. Cost $124.32 Unrealized +160.2%
BROADWAY BANCSHARES INC TEX COM 0.1%
Value ($000) $1,693 Shares 6,102 Est. Cost $193.22 Unrealized
CSX CSX CORP. 0.1%
Value ($000) $1,658 Shares 44,280 Est. Cost $27.29 Unrealized +22.7%
EFA ISHARES MSCI EAFE ETF 0.1%
Value ($000) $1,656 Shares 22,502 Est. Cost $59.85 Unrealized
LLY ELI LILLY & CO 0.1%
Value ($000) $1,654 Shares 5,777 Est. Cost $70.45 Unrealized +252.7%
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.1%
Value ($000) $1,487 Shares 9,173 Est. Cost $69.30 Unrealized
VUG VANGUARD GROWTH ETF 0.1%
Value ($000) $1,346 Shares 4,678 Est. Cost $91.76 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.1%
Value ($000) $1,333 Shares 27,752 Est. Cost $42.26 Unrealized
DUK DUKE ENERGY CORP 0.1%
Value ($000) $1,333 Shares 11,936 Est. Cost $71.13 Unrealized +25.4%
DODGX DODGE COX STOCK FUND 0.1%
Value ($000) $1,298 Shares 5,286 Est. Cost $148.87 Unrealized
SPY SPDR S&P 500 ETF TRUST 0.1%
Value ($000) $1,261 Shares 2,792 Est. Cost $202.67 Unrealized
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST 0.1%
Value ($000) $1,254 Shares 3,615 Est. Cost $150.75 Unrealized
GOOG ALPHABET INC CL C 0.1%
Value ($000) $1,165 Shares 417 Est. Cost $44.17 Unrealized +205.5%
OIGIX INVESCO OPPENHEIMER INTERNATIONAL GROWTH 0.1%
Value ($000) $1,064 Shares 28,263 Est. Cost $42.76 Unrealized
EMLP FIRST TRUST NORTH AMERICAN ENERGY INFRA FUND 0.1%
Value ($000) $1,029 Shares 37,158 Est. Cost $23.84 Unrealized
SRE SEMPRA COM 0.1%
Value ($000) $1,028 Shares 6,117 Est. Cost $52.59 Unrealized +20.6%
XBI SPDR S&P BIOTECH ETF 0.1%
Value ($000) $1,021 Shares 11,360 Est. Cost $80.39 Unrealized
VFIJX VANGUARD GNMA FUND ADMIRAL SHARES 0.1%
Value ($000) $983 Shares 97,691 Est. Cost $10.50 Unrealized
TOTL SPDR DOUBLELINE TOTAL RETURN TACTICAL ETF 0.1%
Value ($000) $975 Shares 21,781 Est. Cost $48.29 Unrealized
TDY TELEDYNE TECHNOLOGIES INC 0.1%
Value ($000) $958 Shares 2,027 Est. Cost $226.44 Unrealized +90.0%
VWO VANGUARD FTSE EMERGING MARKET ETF 0.1%
Value ($000) $904 Shares 19,615 Est. Cost $37.89 Unrealized
VBIRX VANGUARD S/T BOND INDEX FD ADMIRAL SHARES 0.1%
Value ($000) $902 Shares 88,339 Est. Cost $10.53 Unrealized
VLO VALERO ENERGY NEW 0.1%
Value ($000) $878 Shares 8,650 Est. Cost $55.65 Unrealized +38.3%
PG PROCTER & GAMBLE CO. 0.1%
Value ($000) $854 Shares 5,589 Est. Cost $89.99 Unrealized +57.9%
ADP AUTOMATIC DATA PROCESSING 0.1%
Value ($000) $775 Shares 3,408 Est. Cost $81.51 Unrealized +141.6%
PCLIX PIMCO COMMODITIES PLUS STRATEGY INST 0.0%
Value ($000) $762 Shares 82,174 Est. Cost $6.92 Unrealized
FNPFX AMERICAN NEW PERSPECTIVE FUND F3 0.0%
Value ($000) $703 Shares 11,757 Est. Cost $45.62 Unrealized
SBR SABINE ROYALTY TRUST 0.0%
Value ($000) $670 Shares 11,600 Est. Cost $51.65 Unrealized
FAGCX FIDELITY ADVISOR GROWTH OPP FUND 0.0%
Value ($000) $622 Shares 4,523 Est. Cost $58.77 Unrealized
VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 0.0%
Value ($000) $619 Shares 7,925 Est. Cost $80.51 Unrealized
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 0.0%
Value ($000) $592 Shares 6,878 Est. Cost $90.30 Unrealized
ETN EATON CORP PLC 0.0%
Value ($000) $576 Shares 3,798 Est. Cost $71.38 Unrealized +106.4%
FWGIX AMERICAN CAPITAL WORLD GROWTH AND INCOME F3 0.0%
Value ($000) $568 Shares 9,693 Est. Cost $60.75 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.0%
Value ($000) $541 Shares 1,947 Est. Cost $190.54 Unrealized
BRK/A BERKSHIRE HATHAWAY INC CL A 0.0%
Value ($000) $529 Shares 1 Est. Cost $485492.47 Unrealized 0.0%
IJR ISHARES CORE SP SMALL CAP ETF 0.0%
Value ($000) $515 Shares 4,778 Est. Cost $88.38 Unrealized
PURZX PGIM GLOBAL REAL ESTATE CL Z 0.0%
Value ($000) $490 Shares 20,818 Est. Cost $24.25 Unrealized
RVTY PERKINELMER INC 0.0%
Value ($000) $459 Shares 2,630 Est. Cost $75.69 Unrealized +132.6%
T AT&T INC. 0.0%
Value ($000) $453 Shares 19,152 Est. Cost $15.17 Unrealized -1.7%
IJH ISHARES CORE SP MID CAP ETF 0.0%
Value ($000) $438 Shares 1,631 Est. Cost $170.81 Unrealized
ORCL ORACLE CORPORATION 0.0%
Value ($000) $432 Shares 5,221 Est. Cost $31.81 Unrealized +142.0%
DBC INVESCO DB COMMODITY INDEX TRACKING FUND 0.0%
Value ($000) $427 Shares 16,386 Est. Cost $17.70 Unrealized
CL COLGATE-PALMOLIVE COMPANY 0.0%
Value ($000) $427 Shares 5,629 Est. Cost $53.70 Unrealized +34.7%
NEXTIER, INC. 0.0%
Value ($000) $422 Shares 3,600 Est. Cost $83.06 Unrealized
PRSGX T ROWE PRICE SPECTRUM DIVERSIFIED EQUITY FD 0.0%
Value ($000) $419 Shares 16,280 Est. Cost $22.51 Unrealized
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $415 Shares 3,831 Est. Cost $80.95 Unrealized
DHR DANAHER CORP DEL COM 0.0%
Value ($000) $408 Shares 1,392 Est. Cost $70.27 Unrealized +249.7%
SPOKE HOLLOW RANCH, INC. CERT 72 0.0%
Value ($000) $405 Shares 116,391 Est. Cost $3.44 Unrealized
PSA PUBLIC STORAGE 0.0%
Value ($000) $404 Shares 1,036 Est. Cost $113.69 Unrealized +164.9%
MS MORGAN STANLEY 0.0%
Value ($000) $399 Shares 4,569 Est. Cost $34.31 Unrealized +146.6%
VPMAX VANGUARD PRIMECAP FUND ADMIRAL SHARES 0.0%
Value ($000) $385 Shares 2,381 Est. Cost $93.15 Unrealized
OOSAX INVESCO SENIOR FLOATING RATE FD RT-A 0.0%
Value ($000) $382 Shares 54,070 Est. Cost $6.23 Unrealized
AMT AMERICAN TOWER CORP 0.0%
Value ($000) $369 Shares 1,469 Est. Cost $100.71 Unrealized +113.3%
USISX USAA INCOME STOCK FUND 0.0%
Value ($000) $367 Shares 18,596 Est. Cost $19.90 Unrealized
USTEX USAA TAX EXEMPT LONG TERM FUND 0.0%
Value ($000) $360 Shares 27,899 Est. Cost $13.48 Unrealized
USAIX USAA INCOME FUND 0.0%
Value ($000) $358 Shares 28,942 Est. Cost $13.11 Unrealized
KLAC KLA CORPORATION 0.0%
Value ($000) $346 Shares 945 Est. Cost $148.45 Unrealized +141.8%
TPL TEXAS PACIFIC LAND CORP 0.0%
Value ($000) $338 Shares 250 Est. Cost $125.11 Unrealized 0.0%
HLIZX HARDING LOEVNER INTERNATIONAL EQUITY INST Z 0.0%
Value ($000) $338 Shares 12,616 Est. Cost $24.08 Unrealized
PLD PROLOGIS INC 0.0%
Value ($000) $335 Shares 2,073 Est. Cost $76.96 Unrealized +76.0%
FCNTX FIDELITY CONTRA FUND 0.0%
Value ($000) $329 Shares 19,729 Est. Cost $16.78 Unrealized
VO VANGUARD MID-CAP ETF 0.0%
Value ($000) $314 Shares 1,322 Est. Cost $232.04 Unrealized
LOW LOWE'S COS. INC. 0.0%
Value ($000) $309 Shares 1,526 Est. Cost $125.11 Unrealized +70.6%
EQIX EQUINIX INC 0.0%
Value ($000) $291 Shares 393 Est. Cost $518.40 Unrealized +28.2%
ALG ALAMO GROUP INC 0.0%
Value ($000) $288 Shares 2,000 Est. Cost $97.45 Unrealized +45.3%
IEFA ISHARES CORE MSCI EAFE ETF 0.0%
Value ($000) $285 Shares 4,097 Est. Cost $66.30 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $284 Shares 1,382 Est. Cost $191.04 Unrealized
CWVIX CALVERT INTERNATIONAL EQUITY FUND CL I 0.0%
Value ($000) $284 Shares 11,986 Est. Cost $25.16 Unrealized
IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF 0.0%
Value ($000) $280 Shares 2,240 Est. Cost $105.44 Unrealized
IWD ISHARES RUSSELL 1000 VALUE INDEX FUND 0.0%
Value ($000) $277 Shares 1,668 Est. Cost $128.42 Unrealized
INTC INTEL CORPORATION 0.0%
Value ($000) $277 Shares 5,591 Est. Cost $37.27 Unrealized +23.9%
USIFX USAA INTERNATIONAL FUND 0.0%
Value ($000) $276 Shares 10,840 Est. Cost $27.39 Unrealized
FLPSX FIDELITY LOW PRICED STOCK FUND 0.0%
Value ($000) $275 Shares 5,226 Est. Cost $52.24 Unrealized
CLX CLOROX COMPANY 0.0%
Value ($000) $274 Shares 1,969 Est. Cost $124.78 Unrealized +8.0%
AXP AMERICAN EXPRESS CO. 0.0%
Value ($000) $270 Shares 1,445 Est. Cost $91.52 Unrealized +87.7%
LUV SOUTHWEST AIRLINES CO. 0.0%
Value ($000) $264 Shares 5,754 Est. Cost $42.67 Unrealized -4.2%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $264 Shares 4,756 Est. Cost $59.17 Unrealized
IBM IBM 0.0%
Value ($000) $261 Shares 2,011 Est. Cost $100.33 Unrealized +11.7%
PDRDX PRINCIPAL DIVERSIFIED REAL ASSET INST 0.0%
Value ($000) $261 Shares 18,741 Est. Cost $12.01 Unrealized
FIHBX FEDERATED INSTITUTIONAL HIGH YIELD BOND CL F 0.0%
Value ($000) $259 Shares 27,575 Est. Cost $9.92 Unrealized
ITW ILLINOIS TOOL WORKS INC. 0.0%
Value ($000) $258 Shares 1,234 Est. Cost $155.30 Unrealized +31.2%
VWSUX VANGUARD SHORT TERM TAX EXEMPT ADMIRAL SHS 0.0%
Value ($000) $257 Shares 16,426 Est. Cost $15.79 Unrealized
33 1/3 MEMBERSHIP INT CORRAL CENTER LLC 0.0%
Value ($000) $252 Shares 1 Est. Cost $252000.00 Unrealized
MLM MARTIN MARIETTA MATERIALS INC 0.0%
Value ($000) $250 Shares 650 Est. Cost $204.80 Unrealized +84.7%
TSONX TIAA CREF SOCIAL CHOICE INTERNATIONAL EQUITY 0.0%
Value ($000) $249 Shares 19,850 Est. Cost $12.82 Unrealized
IJJ ISHARES SP MID CAP 400 VALUE ETF 0.0%
Value ($000) $249 Shares 2,269 Est. Cost $103.42 Unrealized
IWR ISHARES RUSSELL MID-CAP ETF 0.0%
Value ($000) $241 Shares 3,092 Est. Cost $68.23 Unrealized
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $236 Shares 782 Est. Cost $293.72 Unrealized -0.5%
PRFDX T ROWE PRICE EQUITY INCOME FUND 0.0%
Value ($000) $235 Shares 6,387 Est. Cost $32.75 Unrealized
SCHX SCHWAB U.S. LARGE-CAP ETF 0.0%
Value ($000) $231 Shares 4,298 Est. Cost $68.52 Unrealized
SCHC SCHWAB INTERNATIONAL SMALL EQUITY CAP 0.0%
Value ($000) $229 Shares 6,023 Est. Cost $31.36 Unrealized
DVY ISHARES SELECT DIVIDEND ETF 0.0%
Value ($000) $224 Shares 1,748 Est. Cost $72.69 Unrealized
BXP BOSTON PROPERTIES, INC 0.0%
Value ($000) $214 Shares 1,661 Est. Cost $73.02 Unrealized +33.4%
IVFIX FEDERATED INTL STRATEGIC VALUE DIVIDEND 0.0%
Value ($000) $212 Shares 55,079 Est. Cost $3.83 Unrealized
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $206 Shares 1,999 Est. Cost $68.79 Unrealized
FDGRX FIDELITY GROWTH COMPANY FUND 0.0%
Value ($000) $205 Shares 6,320 Est. Cost $35.03 Unrealized
SO SOUTHERN CO. 0.0%
Value ($000) $203 Shares 2,805 Est. Cost $37.93 Unrealized +54.7%
VFC VF CORPORATION 0.0%
Value ($000) $203 Shares 3,564 Est. Cost $59.58 Unrealized +4.1%
GBCI GLACIER BANCORP INC 0.0%
Value ($000) $199 Shares 3,950 Est. Cost $30.68 Unrealized +55.1%
ABBV ABBVIE INC 0.0%
Value ($000) $197 Shares 1,216 Est. Cost $92.93 Unrealized +36.0%
OPPAX INVESCO GLOBAL FUND CL A 0.0%
Value ($000) $195 Shares 1,871 Est. Cost $104.22 Unrealized
KMB KIMBERLY CLARK CORP 0.0%
Value ($000) $194 Shares 1,573 Est. Cost $95.76 Unrealized +19.1%
CFR CULLEN FROST BANKERS INC 0.0%
Value ($000) $193 Shares 1,397 Est. Cost $90.81 Unrealized +36.0%
RTX RAYTHEON TECHNOLOGIES CORP 0.0%
Value ($000) $191 Shares 1,924 Est. Cost $59.75 Unrealized +45.2%
IEMFX T ROWE PRICE INSTITUTIONAL EMERGING MKT EQ 0.0%
Value ($000) $189 Shares 4,928 Est. Cost $49.82 Unrealized
ATO ATMOS ENERGY CORPORATION 0.0%
Value ($000) $188 Shares 1,570 Est. Cost $77.46 Unrealized +28.1%
NUVEEN PENNSYLVANIA QUALITY MUNICIPAL INCOME 0.0%
Value ($000) $187 Shares 13,839 Est. Cost $12.65 Unrealized
PM PHILIP MORRIS INTERNATIONAL INC 0.0%
Value ($000) $180 Shares 1,921 Est. Cost $56.80 Unrealized +45.8%
IGF ISHARES S&P GLOBAL INFRASTRUCTURE INDEX FUND 0.0%
Value ($000) $177 Shares 3,472 Est. Cost $44.68 Unrealized
TGT TARGET CORP 0.0%
Value ($000) $175 Shares 824 Est. Cost $132.44 Unrealized +44.5%
MSIGX INVESCO EQUITY MAIN STREET FUND CL A 0.0%
Value ($000) $175 Shares 3,268 Est. Cost $53.55 Unrealized
WSHFX AMERICAN WASHINGTON MUTUAL INVESTOR FD CL F1 0.0%
Value ($000) $170 Shares 2,885 Est. Cost $58.93 Unrealized
IGAIX AMERICAN INTERNATIONAL GROWTH & INCOME F3 0.0%
Value ($000) $170 Shares 4,780 Est. Cost $35.42 Unrealized
AMGIX AMERICAN CENTURY DISCIPLINED CORE VALUE I 0.0%
Value ($000) $169 Shares 4,774 Est. Cost $33.02 Unrealized
DTH WISDOMTREE INTERNATIONAL HIGH DIVIDEND FUND 0.0%
Value ($000) $168 Shares 4,223 Est. Cost $44.24 Unrealized
EQR EQUITY RESIDENTIAL 0.0%
Value ($000) $164 Shares 1,824 Est. Cost $43.43 Unrealized +73.4%
AVB AVALONBAY COMMUNITIES INC 0.0%
Value ($000) $164 Shares 662 Est. Cost $139.44 Unrealized +52.5%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $163 Shares 987 Est. Cost $71.75 Unrealized +110.8%
WELL WELLTOWER INC 0.0%
Value ($000) $160 Shares 1,668 Est. Cost $47.00 Unrealized +67.4%
MA MASTERCARD INC 0.0%
Value ($000) $159 Shares 444 Est. Cost $280.74 Unrealized +25.2%
NVDA NVIDIA CORPORATION 0.0%
Value ($000) $159 Shares 584 Est. Cost $20.78 Unrealized +20.4%
SPOKE HOLLOW RANCH, INC. CERT 70 0.0%
Value ($000) $156 Shares 44,900 Est. Cost $3.34 Unrealized
JAGIX JANUS HENDERSON GROWTH INCOME FD CL T 0.0%
Value ($000) $155 Shares 2,104 Est. Cost $46.15 Unrealized
INVH INVITATION HOMES INC 0.0%
Value ($000) $154 Shares 3,834 Est. Cost $30.57 Unrealized +17.3%
DOC HEALTHPEAK PROPERTIES INC 0.0%
Value ($000) $152 Shares 4,430 Est. Cost $25.36 Unrealized +6.3%
ITOT ISHARES CORE SP TOTAL US STOCK MARKET ETF 0.0%
Value ($000) $148 Shares 1,471 Est. Cost $94.23 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $146 Shares 1,689 Est. Cost $49.38 Unrealized +47.5%
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 0.0%
Value ($000) $146 Shares 1,082 Est. Cost $136.98 Unrealized
ABT ABBOTT LABORATORIES 0.0%
Value ($000) $144 Shares 1,220 Est. Cost $82.02 Unrealized +40.7%
ROST ROSS STORES INC 0.0%
Value ($000) $144 Shares 1,590 Est. Cost $86.23 Unrealized +5.6%
ECL ECOLAB INC 0.0%
Value ($000) $142 Shares 803 Est. Cost $183.51 Unrealized -2.2%
BAC BANK OF AMERICA CORP 0.0%
Value ($000) $142 Shares 3,450 Est. Cost $26.36 Unrealized +54.9%
JPIB JPMORGAN INTERNATIONAL BOND OPPORTUNITIES 0.0%
Value ($000) $140 Shares 2,853 Est. Cost $50.39 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 0.0%
Value ($000) $136 Shares 599 Est. Cost $173.38 Unrealized
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $136 Shares 564 Est. Cost $148.27 Unrealized +38.1%
O REALTY INCOME CORPORATION 0.0%
Value ($000) $131 Shares 1,892 Est. Cost $38.98 Unrealized +41.9%
PNC PNC FINANCIAL SERVICES GROUP, INC. 0.0%
Value ($000) $131 Shares 710 Est. Cost $88.69 Unrealized +96.3%
FPURX FIDELITY PURITAN FUND 0.0%
Value ($000) $130 Shares 5,052 Est. Cost $22.35 Unrealized
JOHN HANCOCK T/A DVD INCOME 0.0%
Value ($000) $128 Shares 5,000 Est. Cost $22.80 Unrealized
XEL XCEL ENERGY, INC. 0.0%
Value ($000) $127 Shares 1,761 Est. Cost $36.07 Unrealized +67.4%
FIRST TEXAS BANCORP, INC. 0.0%
Value ($000) $126 Shares 510 Est. Cost $180.39 Unrealized
VASVX VANGUARD SELECTED VALUE FUND INV 0.0%
Value ($000) $119 Shares 3,909 Est. Cost $26.14 Unrealized
MDT MEDTRONIC PLC 0.0%
Value ($000) $117 Shares 1,053 Est. Cost $93.73 Unrealized -0.1%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $117 Shares 1,589 Est. Cost $27.93 Unrealized +7.7%
ILMN ILLUMINA INC 0.0%
Value ($000) $114 Shares 325 Est. Cost $135.55 Unrealized +149.2%
FDX FEDEX CORPORATION 0.0%
Value ($000) $111 Shares 481 Est. Cost $216.81 Unrealized -0.4%
AMERICAN CAMPUS COMMUNITIES INC. 0.0%
Value ($000) $111 Shares 1,982 Est. Cost $44.16 Unrealized
SBAC SBA COMMUNICATIONS CORPORATION 0.0%
Value ($000) $110 Shares 320 Est. Cost $254.95 Unrealized +19.6%
SPG SIMON PPTY GROUP (PREV SIMON DEBARTOLO GRP) 0.0%
Value ($000) $109 Shares 830 Est. Cost $97.76 Unrealized +17.1%
ALL ALLSTATE CORP. 0.0%
Value ($000) $108 Shares 783 Est. Cost $72.93 Unrealized +56.7%
USBLX USAA GROWTH & TAX STRATEGY FUND 0.0%
Value ($000) $106 Shares 4,210 Est. Cost $20.12 Unrealized
HST HOST HOTELS AND RESORTS INC 0.0%
Value ($000) $106 Shares 5,453 Est. Cost $13.90 Unrealized +7.4%
HACAX HARBOR CAPITAL APPRECIATION FUND - INST 0.0%
Value ($000) $105 Shares 1,206 Est. Cost $114.79 Unrealized
IUSB ISHARES CORE TOTAL BOND ETF 0.0%
Value ($000) $102 Shares 2,054 Est. Cost $50.56 Unrealized
USSTX USAA TAX EXEMPT SHORT TERM FUND 0.0%
Value ($000) $102 Shares 9,916 Est. Cost $10.64 Unrealized
LHX L3 HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $101 Shares 408 Est. Cost $167.69 Unrealized +28.0%
PPL PPL CORP COM 0.0%
Value ($000) $101 Shares 3,547 Est. Cost $17.96 Unrealized +37.4%
VTR VENTAS INC 0.0%
Value ($000) $100 Shares 1,623 Est. Cost $35.29 Unrealized +34.9%
BA BOEING COMPANY 0.0%
Value ($000) $96 Shares 500 Est. Cost $200.72 Unrealized 0.0%
AEE AMEREN CORP 0.0%
Value ($000) $95 Shares 1,009 Est. Cost $37.74 Unrealized +106.2%
VV VANGUARD LARGE-CAP ETF 0.0%
Value ($000) $92 Shares 440 Est. Cost $147.73 Unrealized
DFEMX DFA EMERGING MKTS PRTFOLIO 0.0%
Value ($000) $90 Shares 2,959 Est. Cost $22.59 Unrealized
COP CONOCOPHILLIPS 0.0%
Value ($000) $88 Shares 878 Est. Cost $53.32 Unrealized +49.4%
GABELLI UTILITY TRUST 0.0%
Value ($000) $87 Shares 12,159 Est. Cost $7.90 Unrealized
DOW DOW INC 0.0%
Value ($000) $86 Shares 1,357 Est. Cost $43.56 Unrealized +10.8%
USAUX USAA AGGRESSIVE GROWTH FUND 0.0%
Value ($000) $86 Shares 1,777 Est. Cost $45.60 Unrealized
ST LOUIS BANCSHARES, INC. COMMON STOCK 0.0%
Value ($000) $82 Shares 14,400 Est. Cost $4.72 Unrealized
CLF CLEVELAND-CLIFFS INC 0.0%
Value ($000) $81 Shares 2,500 Est. Cost $22.79 Unrealized 0.0%
NTSX WISDOMTREE US EFFICIENT CORE 0.0%
Value ($000) $80 Shares 1,969 Est. Cost $44.18 Unrealized
QCLN FIRST TRUST NASDAQ CLEAN ENE-ETF 0.0%
Value ($000) $79 Shares 1,230 Est. Cost $62.45 Unrealized
MUB ISHARES NATIONAL MUNI BOND ETF 0.0%
Value ($000) $79 Shares 720 Est. Cost $109.72 Unrealized
VTV VANGUARD VALUE ETF 0.0%
Value ($000) $77 Shares 521 Est. Cost $99.14 Unrealized
TSCO TRACTOR SUPPLY COMPANY 0.0%
Value ($000) $76 Shares 327 Est. Cost $13.37 Unrealized +208.6%
PBW INVESCO WILDERHILL CLEAN ENE ETF 0.0%
Value ($000) $76 Shares 1,165 Est. Cost $76.30 Unrealized
PIONEER NATURAL RESOURCES COMPANY 0.0%
Value ($000) $74 Shares 295 Est. Cost $239.90 Unrealized
IQLT ISHARES MSCI INTL QUALITY FACTOR ETF 0.0%
Value ($000) $74 Shares 1,995 Est. Cost $39.60 Unrealized
FBIN FORTUNE BRANDS HOME & SECURITY INC 0.0%
Value ($000) $74 Shares 1,000 Est. Cost $30.75 Unrealized +134.3%
RSP INVESCO S&P 500 EQUAL WEIGHT PORTFOLIO 0.0%
Value ($000) $74 Shares 472 Est. Cost $113.17 Unrealized
SYY SYSCO CORPORATION 0.0%
Value ($000) $74 Shares 909 Est. Cost $49.59 Unrealized +46.5%
QQQ INVESCO QQQ TRUST SERIES 1 0.0%
Value ($000) $73 Shares 200 Est. Cost $205.00 Unrealized
CVS CVS HEALTH CORPORATION 0.0%
Value ($000) $73 Shares 724 Est. Cost $57.85 Unrealized +59.0%
PFG PRINCIPAL FINANCIAL GROUP 0.0%
Value ($000) $73 Shares 994 Est. Cost $47.33 Unrealized +32.9%
SCHM SCHWAB US MID-CAP ETF 0.0%
Value ($000) $72 Shares 955 Est. Cost $78.53 Unrealized
DFALX DFA L/C INTERNATIONAL PORTF 0.0%
Value ($000) $72 Shares 2,756 Est. Cost $19.59 Unrealized
JNK SPDR BLOOMBERG HIGH YIELD BOND ETF 0.0%
Value ($000) $71 Shares 689 Est. Cost $107.52 Unrealized
IVW ISHARES SP 500 GROWTH ETF 0.0%
Value ($000) $70 Shares 920 Est. Cost $97.01 Unrealized
RC READY CAPITAL CORPORATION 0.0%
Value ($000) $69 Shares 4,549 Est. Cost $14.70 Unrealized
CAT CATERPILLAR INC. 0.0%
Value ($000) $69 Shares 308 Est. Cost $177.89 Unrealized +9.9%
IMTM ISHARES MSCI INTL MOMENTUM FACTOR ETF 0.0%
Value ($000) $68 Shares 1,923 Est. Cost $37.96 Unrealized
IWP MFC ISHARES TR RUSSELL MID-CAP GR ETF 0.0%
Value ($000) $67 Shares 663 Est. Cost $105.19 Unrealized
HSY THE HERSHEY COMPANY 0.0%
Value ($000) $66 Shares 305 Est. Cost $113.26 Unrealized +62.8%
FDWGX AMERICAN FDS DEVELOPING WORLD G & I F3 0.0%
Value ($000) $66 Shares 6,251 Est. Cost $10.11 Unrealized
EEM ISHARES MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $66 Shares 1,459 Est. Cost $45.81 Unrealized
DODIX DODGE COX INCOME FUND 0.0%
Value ($000) $66 Shares 4,997 Est. Cost $14.01 Unrealized
DBEF X-TRACKERS MSCI EAFE HEDGED EQUITY ETF 0.0%
Value ($000) $65 Shares 1,721 Est. Cost $30.00 Unrealized
ETR ENTERGY CORPORATION NEW 0.0%
Value ($000) $64 Shares 550 Est. Cost $46.70 Unrealized +1.7%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $64 Shares 157 Est. Cost $326.97 Unrealized +20.6%
WCN WASTE CONNECTIONS INC 0.0%
Value ($000) $63 Shares 450 Est. Cost $67.40 Unrealized +85.2%
AMP AMERIPRISE FINANCIAL INC. 0.0%
Value ($000) $62 Shares 205 Est. Cost $121.94 Unrealized +134.2%
NSC NORFOLK SOUTHERN CORP. 0.0%
Value ($000) $62 Shares 219 Est. Cost $192.10 Unrealized +31.7%
VWOB VANGUARD EMERGING MARKETS GOVT BD ETF 0.0%
Value ($000) $62 Shares 877 Est. Cost $76.22 Unrealized
KKR KKR & CO INC 0.0%
Value ($000) $58 Shares 1,000 Est. Cost $60.88 Unrealized 0.0%
APA APA CORPORATION 0.0%
Value ($000) $57 Shares 1,385 Est. Cost $16.01 Unrealized +92.8%
LZIEX LAZARD INTERNATIONAL EQUITY INSTL 0.0%
Value ($000) $56 Shares 3,364 Est. Cost $20.64 Unrealized
DU PONT E I DE NEMOURS $3.5 PFD SERIES A 0.0%
Value ($000) $56 Shares 700 Est. Cost $86.12 Unrealized
MAR MARRIOTT INTERNATIONAL INC 0.0%
Value ($000) $55 Shares 311 Est. Cost $143.30 Unrealized +11.9%
IWV ISHARES TRUST RUSSELL 3000 ETF 0.0%
Value ($000) $54 Shares 207 Est. Cost $224.17 Unrealized
SCHV SCHWAB US LARGE-CAP VALUE 0.0%
Value ($000) $54 Shares 760 Est. Cost $68.42 Unrealized
ESGE ISHARES ESG AWARE MSCI EM ETF 0.0%
Value ($000) $52 Shares 1,403 Est. Cost $37.06 Unrealized
SCHA SCHWAB US SMALL-CAP ETF 0.0%
Value ($000) $52 Shares 1,106 Est. Cost $75.95 Unrealized
NJR NEW JERSEY RESOURCES CORP. 0.0%
Value ($000) $51 Shares 1,106 Est. Cost $21.03 Unrealized +71.3%
BAX BAXTER INTERNATIONAL INC. 0.0%
Value ($000) $51 Shares 662 Est. Cost $54.91 Unrealized +39.1%
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $51 Shares 182 Est. Cost $99.52 Unrealized +169.6%
WTRG ESSENTIAL UTILITIES, INC. 0.0%
Value ($000) $50 Shares 969 Est. Cost $43.38 Unrealized +11.3%
VXF VANGUARD EXTENDED MARKET ETF 0.0%
Value ($000) $50 Shares 300 Est. Cost $96.67 Unrealized
VGT VANGUARD INFORMATION TECHNOLOGY ETF 0.0%
Value ($000) $48 Shares 116 Est. Cost $148.29 Unrealized
VEXRX VANGUARD EXPLORER FUND ADMIRAL SHARES 0.0%
Value ($000) $47 Shares 433 Est. Cost $79.44 Unrealized
TGRIX AMERICAN CENTURY INTL GROWTH FD CL I 0.0%
Value ($000) $47 Shares 3,741 Est. Cost $11.86 Unrealized
USAAX USAA GROWTH FUND 0.0%
Value ($000) $47 Shares 1,458 Est. Cost $30.31 Unrealized
YUM YUM! BRANDS INC. 0.0%
Value ($000) $47 Shares 400 Est. Cost $89.15 Unrealized +28.3%
GIS GENERAL MILLS INC 0.0%
Value ($000) $46 Shares 686 Est. Cost $38.22 Unrealized +53.8%
CTVA CORTEVA INC 0.0%
Value ($000) $46 Shares 793 Est. Cost $36.29 Unrealized +35.0%
VWLUX VANGUARD LONG TERM TAX EXEMPT ADMIRAL SHARES 0.0%
Value ($000) $46 Shares 4,065 Est. Cost $12.17 Unrealized
IDA IDACORP INC 0.0%
Value ($000) $46 Shares 400 Est. Cost $93.46 Unrealized +16.5%
MINIX MFS INTERNATIONAL INTRINSIC VALUE FD I 0.0%
Value ($000) $46 Shares 934 Est. Cost $49.51 Unrealized
INTU INTUIT COM 0.0%
Value ($000) $45 Shares 93 Est. Cost $499.50 Unrealized 0.0%
VTIP VANGUARD S/T INFLATION-PROTECTED SEC INDEX FD 0.0%
Value ($000) $44 Shares 862 Est. Cost $49.46 Unrealized
GSLC GOLDMAN SACHS ACTIVEBETA U.S. LARGE CAP 0.0%
Value ($000) $44 Shares 492 Est. Cost $89.31 Unrealized
SPYM SPDR PORTFOLIO S&P 500 ETF 0.0%
Value ($000) $44 Shares 829 Est. Cost $43.43 Unrealized
NFLX NETFLIX INC 0.0%
Value ($000) $43 Shares 115 Est. Cost $40.87 Unrealized +1.9%
PWR QUANTA SERVICES, INC. 0.0%
Value ($000) $42 Shares 322 Est. Cost $99.50 Unrealized +11.0%
PHO INVESCO WATER RESOURCES ETF 0.0%
Value ($000) $42 Shares 800 Est. Cost $36.25 Unrealized
CRANE CO 0.0%
Value ($000) $41 Shares 380 Est. Cost $58.54 Unrealized
CME CME GROUP INC 0.0%
Value ($000) $41 Shares 172 Est. Cost $113.39 Unrealized +77.0%
BURKE HERBERT BANK TRUST 0.0%
Value ($000) $40 Shares 18 Est. Cost $2170.07 Unrealized
VWINX VANGUARD WELLESLEY INCOME FUND INV 0.0%
Value ($000) $40 Shares 1,452 Est. Cost $28.66 Unrealized
FIS FIDELITY NATIONAL INFORMATION SERVICES INC 0.0%
Value ($000) $40 Shares 398 Est. Cost $79.13 Unrealized +19.9%
SLB SCHLUMBERGER LIMITED 0.0%
Value ($000) $40 Shares 963 Est. Cost $32.46 Unrealized +10.6%
WY WEYERHAEUSER CO 0.0%
Value ($000) $40 Shares 1,056 Est. Cost $25.34 Unrealized +34.6%
HYLB XTRACKERS USD HIGH YIELD COR 0.0%
Value ($000) $39 Shares 1,032 Est. Cost $37.79 Unrealized
DEO DIAGEO PLC-SPONSORED ADR 0.0%
Value ($000) $38 Shares 188 Est. Cost $162.97 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $37 Shares 837 Est. Cost $65.67 Unrealized
KMI KINDER MORGAN INC 0.0%
Value ($000) $36 Shares 1,885 Est. Cost $17.32 Unrealized -18.1%
FSK FS KKR CAPITAL CORP COM 0.0%
Value ($000) $35 Shares 1,545 Est. Cost $12.43 Unrealized 0.0%
RHI ROBERT HALF INTERNATIONAL INC 0.0%
Value ($000) $35 Shares 310 Est. Cost $53.82 Unrealized +114.3%
OKE ONEOK INC NEW 0.0%
Value ($000) $35 Shares 500 Est. Cost $52.02 Unrealized 0.0%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $34 Shares 732 Est. Cost $17.13 Unrealized +160.3%
ELV ANTHEM INC 0.0%
Value ($000) $34 Shares 70 Est. Cost $398.59 Unrealized +8.5%
EVRG EVERGY INC 0.0%
Value ($000) $34 Shares 499 Est. Cost $50.98 Unrealized +7.6%
OIGAX INVESCO OPPENHEIMER INTL GROWTH FD 0.0%
Value ($000) $33 Shares 874 Est. Cost $37.76 Unrealized
GE GENERAL ELECTRIC CO 0.0%
Value ($000) $33 Shares 360 Est. Cost $61.40 Unrealized -4.7%
ARTKX ARTISAN INTERNATIONAL VALUE FUND 0.0%
Value ($000) $33 Shares 804 Est. Cost $46.02 Unrealized
PDBC INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY 0.0%
Value ($000) $33 Shares 1,864 Est. Cost $17.70 Unrealized
LSGBX LOOMIS SAYLES GLOBAL BOND FUND 0.0%
Value ($000) $33 Shares 2,121 Est. Cost $16.37 Unrealized
OGN ORGANON & CO 0.0%
Value ($000) $32 Shares 904 Est. Cost $27.02 Unrealized +5.7%
NVS NOVARTIS AG-ADR 0.0%
Value ($000) $32 Shares 367 Est. Cost $75.94 Unrealized
WEN WENDY'S INTERNATIONAL INC 0.0%
Value ($000) $31 Shares 1,417 Est. Cost $21.21 Unrealized +6.3%
XLF FINANCIAL SELECT SECTOR SPDR ETF 0.0%
Value ($000) $31 Shares 820 Est. Cost $21.14 Unrealized
C CITIGROUP INC 0.0%
Value ($000) $31 Shares 583 Est. Cost $56.07 Unrealized -4.6%
JCI JOHNSON CONTROLS INTERNATIONAL PLC 0.0%
Value ($000) $31 Shares 480 Est. Cost $61.51 Unrealized +3.5%
CF CF INDUSTRIES HOLDINGS INC 0.0%
Value ($000) $30 Shares 290 Est. Cost $43.73 Unrealized +69.8%
VTMGX VANGUARD DEVELOPED MARKETS INDEX ADM 0.0%
Value ($000) $30 Shares 1,944 Est. Cost $12.79 Unrealized
USGRX USAA GROWTH AND INCOME FUND 0.0%
Value ($000) $30 Shares 1,241 Est. Cost $24.17 Unrealized
MCK MCKESSON CORPORATION 0.0%
Value ($000) $30 Shares 98 Est. Cost $195.10 Unrealized +36.6%
EMB ISHARES J.P. MORGAN USD EMERGING MARKETS BOND 0.0%
Value ($000) $30 Shares 309 Est. Cost $111.35 Unrealized
AFL AFLAC INC 0.0%
Value ($000) $29 Shares 458 Est. Cost $36.47 Unrealized +57.1%
FDS FACTSET RESEARCH SYSTEM 0.0%
Value ($000) $29 Shares 67 Est. Cost $314.73 Unrealized +29.1%
AVY AVERY DENNISON CORPORATION 0.0%
Value ($000) $28 Shares 160 Est. Cost $60.56 Unrealized +186.3%
OTIS OTIS WORLWIDE CORPORATION 0.0%
Value ($000) $28 Shares 366 Est. Cost $47.48 Unrealized +58.2%
VB VANGUARD SMALL-CAP ETF 0.0%
Value ($000) $27 Shares 125 Est. Cost $155.22 Unrealized
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $26 Shares 200 Est. Cost $116.47 Unrealized 0.0%
NYVTX DAVIS NEW YORK VENTURE FUND CL A 0.0%
Value ($000) $25 Shares 911 Est. Cost $31.83 Unrealized
IBDS ISHARES IBONDS DEC 2027 TERM CORPORATE ETF 0.0%
Value ($000) $25 Shares 989 Est. Cost $27.71 Unrealized
ISHARES IBONDS DEC 2025 TERM CORPORATE ETF 0.0%
Value ($000) $24 Shares 970 Est. Cost $27.54 Unrealized
WMMVY WAL-MART DE MEXICO SA ADR V 0.0%
Value ($000) $24 Shares 580 Est. Cost $34.48 Unrealized
JLL JONES LANG LASALLE INC 0.0%
Value ($000) $24 Shares 100 Est. Cost $154.50 Unrealized +57.7%
EPD ENTERPRISE PRODUCTS PARTNERS LP 0.0%
Value ($000) $23 Shares 908 Est. Cost $25.33 Unrealized
VBK VANGUARD SMALL-CAP GROWTH ETF 0.0%
Value ($000) $23 Shares 92 Est. Cost $217.83 Unrealized
ACWX ISHARES MSCI ACWI EX US ETF 0.0%
Value ($000) $23 Shares 439 Est. Cost $52.83 Unrealized
USIBX USAA INTERMEDIATE TERM BOND FUND 0.0%
Value ($000) $22 Shares 2,174 Est. Cost $10.12 Unrealized
ISHARES IBONDS DEC 2023 TERM CORPORATE ETF 0.0%
Value ($000) $22 Shares 890 Est. Cost $26.12 Unrealized
HLEMX HARDING LOEVNER EMERGING MARKETS PORTFOLIO 0.0%
Value ($000) $22 Shares 453 Est. Cost $70.70 Unrealized
SWK STANLEY BLACK & DECKER INC 0.0%
Value ($000) $22 Shares 158 Est. Cost $131.47 Unrealized +8.3%
SHEL SHELL PLC 0.0%
Value ($000) $22 Shares 394 Est. Cost $55.84 Unrealized
DOV DOVER CORPORATION 0.0%
Value ($000) $21 Shares 136 Est. Cost $156.05 Unrealized 0.0%
CATH GLOBAL X SP 500 CATHOLIC VALUES ETF 0.0%
Value ($000) $21 Shares 370 Est. Cost $35.56 Unrealized
CCS CENTURY COMMUNITIES INC 0.0%
Value ($000) $20 Shares 375 Est. Cost $60.59 Unrealized 0.0%
OMC OMNICOM GROUP INC 0.0%
Value ($000) $20 Shares 240 Est. Cost $50.09 Unrealized +40.1%
DTE DTE ENERGY COMPANY 0.0%
Value ($000) $20 Shares 154 Est. Cost $94.53 Unrealized +13.0%
LKQ LKQ CORPORATION 0.0%
Value ($000) $20 Shares 430 Est. Cost $45.68 Unrealized +1.1%
HPQ HP INC 0.0%
Value ($000) $20 Shares 563 Est. Cost $24.60 Unrealized +30.3%
AGILITI, INC 0.0%
Value ($000) $20 Shares 960 Est. Cost $21.88 Unrealized
ENLINK MIDSTREAM, LLC 0.0%
Value ($000) $19 Shares 2,000 Est. Cost $9.50 Unrealized
FKRCX FRANKLIN GOLD AND PRECIOUS METALS FUND 0.0%
Value ($000) $19 Shares 776 Est. Cost $19.33 Unrealized
KEY KEYCORP 0.0%
Value ($000) $19 Shares 835 Est. Cost $12.57 Unrealized +61.5%
TT TRANE TECHNOLOGIES PUBLIC LIMITED CO 0.0%
Value ($000) $19 Shares 122 Est. Cost $103.73 Unrealized +50.2%
TRV THE TRAVELERS COMPANIES, INC 0.0%
Value ($000) $18 Shares 100 Est. Cost $141.12 Unrealized +12.5%
STZ CONSTELLATION BRANDS INC. - CLASS A 0.0%
Value ($000) $18 Shares 78 Est. Cost $202.75 Unrealized +6.5%
COF CAPITAL ONE FINANCIAL CORP. 0.0%
Value ($000) $18 Shares 136 Est. Cost $150.75 Unrealized -9.9%
EL ESTEE LAUDER COMPANIES INC CL A 0.0%
Value ($000) $18 Shares 66 Est. Cost $157.33 Unrealized +79.4%
RPMGX T ROWE PRICE MIDCAP GROWTH FUND 0.0%
Value ($000) $18 Shares 175 Est. Cost $114.53 Unrealized
SHW SHERWIN - WILLIAMS COMPANY 0.0%
Value ($000) $18 Shares 72 Est. Cost $209.64 Unrealized +27.1%
APTIV PLC 0.0%
Value ($000) $18 Shares 152 Est. Cost $151.32 Unrealized
VBR VANGUARD SMALL-CAP VALUE ETF 0.0%
Value ($000) $17 Shares 94 Est. Cost $179.38 Unrealized
EBAY EBAY INC. 0.0%
Value ($000) $17 Shares 300 Est. Cost $54.03 Unrealized 0.0%
CHTR CHARTER COMMUNICATIONS INC A 0.0%
Value ($000) $17 Shares 31 Est. Cost $570.94 Unrealized +2.8%
RWR SPDR DOW JONES REIT ETF 0.0%
Value ($000) $16 Shares 137 Est. Cost $76.36 Unrealized
BR BROADRIDGE FINANCIAL SOLUTIONS, INC. 0.0%
Value ($000) $16 Shares 100 Est. Cost $103.76 Unrealized +38.2%
VYX NCR CORPORATION 0.0%
Value ($000) $16 Shares 400 Est. Cost $11.46 Unrealized +114.4%
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 0.0%
Value ($000) $16 Shares 200 Est. Cost $67.72 Unrealized
BBH VANECK VECTORS BIOTECH ETF 0.0%
Value ($000) $16 Shares 100 Est. Cost $105.00 Unrealized
PDP INVESCO DWA MOMENTUM PORTFOLIO 0.0%
Value ($000) $16 Shares 196 Est. Cost $55.07 Unrealized
TGEIX TCW EMERGING MARKETS INCOME FUND I 0.0%
Value ($000) $16 Shares 2,265 Est. Cost $8.09 Unrealized
NXPI NXP SEMICONDUCTORS NV 0.0%
Value ($000) $16 Shares 86 Est. Cost $111.28 Unrealized +64.3%
TSN TYSON FOODS INC - CL A 0.0%
Value ($000) $15 Shares 166 Est. Cost $65.81 Unrealized +22.2%
GEN NORTONLIFELOCK INC. 0.0%
Value ($000) $15 Shares 572 Est. Cost $19.53 Unrealized +29.8%
IYR ISHARES U.S. REAL ESTATE ETF 0.0%
Value ($000) $15 Shares 142 Est. Cost $70.07 Unrealized
CNP CENTERPOINT ENERGY INC. 0.0%
Value ($000) $15 Shares 500 Est. Cost $24.02 Unrealized +5.8%
VSS VANGUARD FTSE ALL WORLD EX-US SMALL CAP ETF 0.0%
Value ($000) $15 Shares 124 Est. Cost $115.13 Unrealized
MRSH MARSH & MCLENNAN COMPANIES INC 0.0%
Value ($000) $14 Shares 84 Est. Cost $148.65 Unrealized 0.0%
TAMALE BLANCA, INC 0.0%
Value ($000) $14 Shares 500 Est. Cost $14.00 Unrealized
TCW STRATEGIC INCOME FUND INC 0.0%
Value ($000) $14 Shares 2,700 Est. Cost $5.56 Unrealized
ODMAX INVESCO DEVELOPING MARKETS FD A 0.0%
Value ($000) $14 Shares 342 Est. Cost $40.94 Unrealized
VOO VANGAURD S&P 500 ETF 0.0%
Value ($000) $14 Shares 33 Est. Cost $398.06 Unrealized
GSIE GOLDMAN SACHS ACTIVEBETA INT 0.0%
Value ($000) $14 Shares 414 Est. Cost $33.82 Unrealized
WFC WELLS FARGO & CO NEW 0.0%
Value ($000) $14 Shares 282 Est. Cost $29.90 Unrealized +62.2%
FISV FISERV, INC. 0.0%
Value ($000) $14 Shares 136 Est. Cost $113.76 Unrealized -11.0%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $13 Shares 221 Est. Cost $55.16 Unrealized 0.0%
RSG REPUBLIC SERVICES INC 0.0%
Value ($000) $13 Shares 100 Est. Cost $120.97 Unrealized 0.0%
DRI DARDEN RESTAURANTS 0.0%
Value ($000) $13 Shares 100 Est. Cost $127.55 Unrealized -4.7%
MSB MESABI TRUST 0.0%
Value ($000) $13 Shares 500 Est. Cost $26.00 Unrealized
VOE VANGUARD MID-CAP VALUE ETF 0.0%
Value ($000) $13 Shares 90 Est. Cost $144.44 Unrealized
IFF INTERNATIONAL FLAVORS & FRAGRANCES INC 0.0%
Value ($000) $13 Shares 100 Est. Cost $111.68 Unrealized +6.4%
VEMAX VANGUARD EMERGING MARKETS STOCK INDEX-ADMIRAL 0.0%
Value ($000) $13 Shares 330 Est. Cost $30.25 Unrealized
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $13 Shares 28 Est. Cost $282.91 Unrealized +37.0%
FCFS FIRSTCASH HOLDINGS, INC 0.0%
Value ($000) $13 Shares 189 Est. Cost $72.50 Unrealized -7.7%
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $12 Shares 280 Est. Cost $19.50 Unrealized +104.6%
USAGX USAA PRECIOUS METALS AND MINERALS FUND 0.0%
Value ($000) $12 Shares 537 Est. Cost $22.35 Unrealized
MAS MASCO CORP. 0.0%
Value ($000) $12 Shares 245 Est. Cost $49.37 Unrealized +11.7%
ULTA ULTA BEAUTY INC 0.0%
Value ($000) $12 Shares 30 Est. Cost $215.03 Unrealized +75.1%
FTV FORTIVE CORP 0.0%
Value ($000) $12 Shares 200 Est. Cost $42.43 Unrealized +14.6%
ALK ALASKA AIR GROUP INC 0.0%
Value ($000) $12 Shares 202 Est. Cost $57.63 Unrealized -5.4%
VOYA INFRASTRUCTURE INDUSTRIALS & MATER 0.0%
Value ($000) $12 Shares 1,000 Est. Cost $12.00 Unrealized
PEOPLE'S UNITED FINANCIAL INC 0.0%
Value ($000) $12 Shares 610 Est. Cost $19.67 Unrealized
UNITI GROUP INC. 0.0%
Value ($000) $11 Shares 800 Est. Cost $13.75 Unrealized
AWK AMERICAN WATER WORKS CO 0.0%
Value ($000) $11 Shares 67 Est. Cost $148.46 Unrealized -1.6%
KTB KONTOOR BRANDS INC 0.0%
Value ($000) $11 Shares 257 Est. Cost $17.82 Unrealized +164.8%
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $11 Shares 90 Est. Cost $132.13 Unrealized -3.6%
MTB M&T BANK CORP. 0.0%
Value ($000) $10 Shares 57 Est. Cost $155.43 Unrealized 0.0%
SPSB SPDR BBG BARCLAYS SHORT TERM CORP BD ETF 0.0%
Value ($000) $10 Shares 327 Est. Cost $31.45 Unrealized
DISCOVERY COMMUNICATIONS INC 0.0%
Value ($000) $10 Shares 409 Est. Cost $22.00 Unrealized
TEXAS OSAGE ROYALTY POOL, INC. 0.0%
Value ($000) $10 Shares 125 Est. Cost $72.00 Unrealized
EW EDWARDS LIFESCIENCES CORPORATION 0.0%
Value ($000) $10 Shares 87 Est. Cost $68.43 Unrealized +63.9%
TIVFX AMERICAN BEACON TOCQUEVILLE INTL VALUE 0.0%
Value ($000) $9 Shares 547 Est. Cost $16.45 Unrealized
NOK NOKIA CORP ADR A 0.0%
Value ($000) $9 Shares 1,600 Est. Cost $3.75 Unrealized
SPEM SPDR PORT S&P EMERGING MARKETS ETF 0.0%
Value ($000) $9 Shares 236 Est. Cost $42.37 Unrealized
MPWR MONOLITHIC POWER SYSTEMS INC 0.0%
Value ($000) $9 Shares 19 Est. Cost $131.20 Unrealized +222.2%
RFG INVESCO S&P MIDCAP 400 PURE GROWTH ETF 0.0%
Value ($000) $9 Shares 45 Est. Cost $162.86 Unrealized
ALC ALCON INC 0.0%
Value ($000) $9 Shares 114 Est. Cost $55.82 Unrealized +36.7%
FIVFX FIDELITY INTERNATIONAL CAPITAL APPRECIATION 0.0%
Value ($000) $9 Shares 372 Est. Cost $24.19 Unrealized
RWX SPDR DOW JONES INTERNATIONAL REAL ESTATE ETF 0.0%
Value ($000) $8 Shares 242 Est. Cost $40.29 Unrealized
TMFM MOTLEY FOOD MID-CAP GROWTH 0.0%
Value ($000) $8 Shares 309 Est. Cost $25.89 Unrealized
XLU UTILITIES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $8 Shares 114 Est. Cost $57.90 Unrealized
AES AES CORPORATION 0.0%
Value ($000) $8 Shares 309 Est. Cost $22.19 Unrealized -12.7%
FIGRX FIDELITY INTERNATIONAL DISCOVERY FD 0.0%
Value ($000) $8 Shares 178 Est. Cost $44.94 Unrealized
EOG EOG RESOURCES INC 0.0%
Value ($000) $8 Shares 63 Est. Cost $45.71 Unrealized +104.5%
DAL DELTA AIR LINES INC 0.0%
Value ($000) $8 Shares 211 Est. Cost $47.89 Unrealized -20.9%
BARRICK GOLD CORP 0.0%
Value ($000) $8 Shares 333 Est. Cost $27.03 Unrealized
YUMC YUM CHINA HOLDING INC 0.0%
Value ($000) $8 Shares 201 Est. Cost $54.74 Unrealized -14.0%
QOPIX INVESCO FUNDAMENTAL ALTERNATIVES FD R6 0.0%
Value ($000) $7 Shares 273 Est. Cost $27.54 Unrealized
STT STATE STREET CORP 0.0%
Value ($000) $7 Shares 80 Est. Cost $72.86 Unrealized +11.2%
GPN GLOBAL PAYMENTS INC 0.0%
Value ($000) $7 Shares 51 Est. Cost $149.37 Unrealized -9.9%
GSEW GOLDMAN SACHS EQUAL WEIGHT US LRG CAP EQ ETF 0.0%
Value ($000) $7 Shares 98 Est. Cost $58.35 Unrealized
BPOP POPULAR, INC 0.0%
Value ($000) $7 Shares 84 Est. Cost $31.61 Unrealized +148.2%
SAR SARATOGA INVESTMENT CORPORATION 0.0%
Value ($000) $7 Shares 249 Est. Cost $27.48 Unrealized 0.0%
EPR EPR PROPERTIES COM 0.0%
Value ($000) $7 Shares 133 Est. Cost $52.63 Unrealized
USEMX USAA EMERGING MARKETS FUND 0.0%
Value ($000) $7 Shares 345 Est. Cost $20.29 Unrealized
VGSLX VANGUARD REAL ESTATE INDEX FD ADMIRAL SHARES 0.0%
Value ($000) $7 Shares 43 Est. Cost $119.94 Unrealized
REAVES UTILITY INCOME FUND 0.0%
Value ($000) $7 Shares 200 Est. Cost $30.00 Unrealized
METLIFE INC SER A 4.000 PERP/CALL 11/23/2020 0.0%
Value ($000) $7 Shares 300 Est. Cost $23.33 Unrealized
QRVO QORVO INC 0.0%
Value ($000) $7 Shares 53 Est. Cost $123.55 Unrealized +9.5%
AMD ADVANCED MICRO DEVICES INC. 0.0%
Value ($000) $7 Shares 67 Est. Cost $79.69 Unrealized +49.8%
VTRS VIATRIS INC 0.0%
Value ($000) $7 Shares 632 Est. Cost $13.33 Unrealized -17.1%
BP BP PLC SPONS ADR 0.0%
Value ($000) $7 Shares 242 Est. Cost $42.35 Unrealized
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $7 Shares 27 Est. Cost $222.52 Unrealized +8.3%
USSCX USAA SCIENCE & TECHNOLOGY FUND 0.0%
Value ($000) $6 Shares 237 Est. Cost $25.32 Unrealized
NEM NEWMONT CORPORATION 0.0%
Value ($000) $6 Shares 79 Est. Cost $45.77 Unrealized +31.2%
TROW T ROWE PRICE GROUP INC 0.0%
Value ($000) $6 Shares 40 Est. Cost $80.52 Unrealized +60.2%
AZO AUTOZONE INC 0.0%
Value ($000) $6 Shares 3 Est. Cost $1449.65 Unrealized +34.8%
TAK TAKEDA PHARMACEUTICAL COMPANY LTD-SP ADR 0.0%
Value ($000) $6 Shares 401 Est. Cost $18.40 Unrealized
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $5 Shares 16 Est. Cost $178.97 Unrealized +78.7%
HTGC HERCULES TECHNOLOGY GROWTH CAPITAL INC 0.0%
Value ($000) $5 Shares 300 Est. Cost $17.56 Unrealized 0.0%
CB CHUBB LTD 0.0%
Value ($000) $5 Shares 25 Est. Cost $132.85 Unrealized +45.2%
LUBY'S INC 0.0%
Value ($000) $5 Shares 2,097 Est. Cost $1.77 Unrealized
F FORD MOTOR COMPANY 0.0%
Value ($000) $5 Shares 280 Est. Cost $7.77 Unrealized +87.3%
SFM SPROUTS FARMERS MARKET INC 0.0%
Value ($000) $5 Shares 158 Est. Cost $26.68 Unrealized +12.1%
OSMAX INVESCO INTL SMALL-MID COMPANY FD A 0.0%
Value ($000) $5 Shares 106 Est. Cost $55.28 Unrealized
SYF SYNCHRONY FINANCIAL 0.0%
Value ($000) $5 Shares 155 Est. Cost $41.04 Unrealized -6.9%
SWKS SKYWORKS SOLUTIONS INC 0.0%
Value ($000) $5 Shares 39 Est. Cost $54.09 Unrealized +131.3%
BMO BANK OF MONTREAL 0.0%
Value ($000) $5 Shares 40 Est. Cost $55.37 Unrealized +77.6%
USCAX USAA SMALL CAP STOCK FUND 0.0%
Value ($000) $5 Shares 370 Est. Cost $13.51 Unrealized
NUSTAR ENERGY LP 0.0%
Value ($000) $4 Shares 300 Est. Cost $15.37 Unrealized
DG DOLLAR GENERAL CORP 0.0%
Value ($000) $4 Shares 19 Est. Cost $167.53 Unrealized +18.7%
XBKNX BLACKROCK INVESTMENT QUALITY MUNICIPAL TRUST 0.0%
Value ($000) $4 Shares 295 Est. Cost $17.22 Unrealized
BMRN BIOMARIN PHARMACEUTICAL INC 0.0%
Value ($000) $4 Shares 52 Est. Cost $101.18 Unrealized -17.3%
OXY OCCIDENTAL PETROLEUM CORP. 0.0%
Value ($000) $4 Shares 79 Est. Cost $38.90 Unrealized +7.4%
AMH AMERICAN HOMES 4 RENT 0.0%
Value ($000) $4 Shares 108 Est. Cost $37.04 Unrealized
ET ENERGY TRANSFER EQUITY LP 0.0%
Value ($000) $4 Shares 384 Est. Cost $10.42 Unrealized
STWD STARWOOD PROPERTY TRUST INC 0.0%
Value ($000) $4 Shares 145 Est. Cost $27.59 Unrealized
PRU PRUDENTIAL FINANCIAL, INC. 0.0%
Value ($000) $4 Shares 33 Est. Cost $57.29 Unrealized +64.3%
PHM PULTE HOMES INC COM 0.0%
Value ($000) $4 Shares 100 Est. Cost $31.05 Unrealized +54.0%
SIEGY SIEMENS AG - SPONS ADR 0.0%
Value ($000) $4 Shares 60 Est. Cost $75.55 Unrealized
AMZA INFRACAP ACTIVE MLP ETF 0.0%
Value ($000) $4 Shares 130 Est. Cost $30.77 Unrealized
TOTALENERGIES SE -SPON ADR 0.0%
Value ($000) $3 Shares 66 Est. Cost $46.37 Unrealized
FND FLOOR & DECOR HOLDINGS INC 0.0%
Value ($000) $3 Shares 42 Est. Cost $35.51 Unrealized +185.2%
LEG LEGGETT & PLATT INC 0.0%
Value ($000) $3 Shares 100 Est. Cost $38.33 Unrealized 0.0%
AGNC AGNC INVESTMENT CORP 0.0%
Value ($000) $3 Shares 200 Est. Cost $15.00 Unrealized
DE DEERE & COMPANY 0.0%
Value ($000) $3 Shares 8 Est. Cost $157.13 Unrealized +131.0%
KIM KIMCO REALTY CORPORATION 0.0%
Value ($000) $3 Shares 102 Est. Cost $16.92 Unrealized +19.1%
ICLR ICON PLC COM 0.0%
Value ($000) $3 Shares 11 Est. Cost $243.05 Unrealized +3.1%
SPH SUBURBAN PROPANE PARTNERS LP 0.0%
Value ($000) $3 Shares 200 Est. Cost $15.00 Unrealized
EXAS EXACT SCIENCES CORP 0.0%
Value ($000) $3 Shares 45 Est. Cost $86.36 Unrealized -15.4%
GRMN GARMIN LTD 0.0%
Value ($000) $3 Shares 22 Est. Cost $115.65 Unrealized -4.8%
VMC VULCAN MATERIALS COMPANY 0.0%
Value ($000) $3 Shares 15 Est. Cost $107.49 Unrealized +68.3%
RITM NEW RESIDENTIAL INVESTMENT CORP 0.0%
Value ($000) $3 Shares 300 Est. Cost $10.00 Unrealized
MTUM ISHARES EDGE MSCI USA MOMENTUM FACTOR ETF 0.0%
Value ($000) $3 Shares 20 Est. Cost $200.00 Unrealized
HRL HORMEL FOODS CORPORATION 0.0%
Value ($000) $2 Shares 45 Est. Cost $31.86 Unrealized +36.2%
GABELLI UTILITY TRUST -RTS-WI 0.0%
Value ($000) $2 Shares 12,159 Est. Cost $0.16 Unrealized
NORDSTROM, INC. 0.0%
Value ($000) $2 Shares 86 Est. Cost $48.15 Unrealized
EXC EXELON CORPORATION 0.0%
Value ($000) $2 Shares 39 Est. Cost $21.28 Unrealized +73.1%
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
VICI VICI PROPERTIES INC 0.0%
Value ($000) $2 Shares 67 Est. Cost $24.21 Unrealized -6.3%
VNT VONTIER CORPORATION 0.0%
Value ($000) $2 Shares 80 Est. Cost $31.19 Unrealized -15.3%
DTM DT MIDSTREAM, INC. 0.0%
Value ($000) $2 Shares 29 Est. Cost $35.96 Unrealized +22.1%
IGSB ISHARES 1-5 YEAR INVESTMENT GRADE BOND ETF 0.0%
Value ($000) $2 Shares 33 Est. Cost $60.61 Unrealized
CCL CARNIVAL CORP. 0.0%
Value ($000) $2 Shares 100 Est. Cost $35.56 Unrealized -43.2%
CRESTWOOD EQUITY PARTNERS LP 0.0%
Value ($000) $2 Shares 52 Est. Cost $38.46 Unrealized
SFL SFL CORPORATION LTD 0.0%
Value ($000) $2 Shares 200 Est. Cost $9.22 Unrealized 0.0%
ACTIVISION BLIZZARD INC 0.0%
Value ($000) $2 Shares 29 Est. Cost $92.36 Unrealized
IAA INC 0.0%
Value ($000) $1 Shares 34 Est. Cost $29.41 Unrealized
CEG CONSTELLATION ENERGY CORPORATION 0.0%
Value ($000) $1 Shares 13 Est. Cost $47.25 Unrealized 0.0%
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $1 Shares 15 Est. Cost $38.23 Unrealized +28.6%
HHS HARTE-HANKS, INC 0.0%
Value ($000) $1 Shares 114 Est. Cost $7.16 Unrealized 0.0%
BABA ALIBABA GROUP HOLDING LTD 0.0%
Value ($000) $1 Shares 13 Est. Cost $226.11 Unrealized
GVA GRANITE CONSTRUCTION INC 0.0%
Value ($000) $1 Shares 31 Est. Cost $48.84 Unrealized -29.4%
GPGNF GRUPO GIGANTE SAB-SER 0.0%
Value ($000) $1 Shares 1,000 Est. Cost $1.13 Unrealized +17.2%
ICSH ISHARES ULTRA SHORT-TERM BOND ETF 0.0%
Value ($000) $1 Shares 19 Est. Cost $52.63 Unrealized
WAB WABTEC CORPORATION 0.0%
Value ($000) $1 Shares 11 Est. Cost $90.59 Unrealized 0.0%
TCEHY TENCENT HOLDINGS LTD UNS ADR 0.0%
Value ($000) $1 Shares 27 Est. Cost $45.26 Unrealized
SAN BANCO SANTANDER SA-SPON ADR 0.0%
Value ($000) $1 Shares 240 Est. Cost $4.17 Unrealized
JPST JPMORGAN ULTRA SHORT INCOME ETF 0.0%
Value ($000) $1 Shares 17 Est. Cost $58.82 Unrealized
BTI BRITISH AMERICAN TOB SP ADR 0.0%
Value ($000) $1 Shares 32 Est. Cost $36.34 Unrealized
KTRS-AM LLC 0.0%
Value ($000) $1 Shares 444 Est. Cost $2.25 Unrealized
REEAX RBC EMERGING MARKETS EQUITY FD A 0.0%
Value ($000) $1 Shares 105 Est. Cost $9.52 Unrealized
OPLN KAR AUCTION SERVICES INC 0.0%
Value ($000) $1 Shares 34 Est. Cost $19.09 Unrealized -16.0%
ANNALY MORTGAGE MANAGEMENT 0.0%
Value ($000) $1 Shares 100 Est. Cost $10.00 Unrealized
TWO HARBORS INVESTMENT CORPORATION 0.0%
Value ($000) $1 Shares 200 Est. Cost $5.00 Unrealized
JAMRX JANUS RESEARCH FUND 0.0%
Value ($000) $1 Shares 13 Est. Cost $76.92 Unrealized
ONL ORION OFFICE REIT INC 0.0%
Value ($000) $1 Shares 83 Est. Cost $16.85 Unrealized
ZIMVIE INC 0.0%
Value ($000) $0 Shares 20 Est. Cost Unrealized
49.5 MEMBERSHIP INT RKJ SILVERADO RANCH LLC 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
SLVM SYLVAMO CORPORATION 0.0%
Value ($000) $0 Shares 7 Est. Cost $26.31 Unrealized +13.9%
SEARS HOLDING CORPORATION 0.0%
Value ($000) $0 Shares 21 Est. Cost Unrealized
SKYDEX TECHNOLOGIES INC. 0.0%
Value ($000) $0 Shares 1,834 Est. Cost Unrealized
FOSFX FIDELITY OVERSEAS FUND 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
OXY/WS OCCIDENTAL PETE CORP WT EXP 0.0%
Value ($000) $0 Shares 9 Est. Cost Unrealized
WICHELMINA INTERNATIONAL, INC 0.0%
Value ($000) $0 Shares 30 Est. Cost Unrealized
INVESCO BULLETSHARES 2023 CORP BOND ETF 0.0%
Value ($000) $0 Shares 2 Est. Cost $23.08 Unrealized
NEW YORK MORTGAGE TRUST, INC 0.0%
Value ($000) $0 Shares 100 Est. Cost Unrealized
THNPY TECHNIP ENERGIES ADR-SPON 0.0%
Value ($000) $0 Shares 9 Est. Cost Unrealized
NOBLE CORP WT EXP 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
QFVOX PEAR TREE POLARIS FOREIGN VALUE FUND 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
INVESCO MORTGAGE CAPITAL INC 0.0%
Value ($000) $0 Shares 109 Est. Cost Unrealized
ESC DIAMOND OFFSHORE D ESCROW 0.0%
Value ($000) $0 Shares 1,580 Est. Cost Unrealized
DIAMOND OFFSHORE DRILLING INC WT EXP 0.0%
Value ($000) $0 Shares 87 Est. Cost Unrealized
FTI TECHNIPFMC PLC 0.0%
Value ($000) $0 Shares 46 Est. Cost $16.21 Unrealized -57.7%