Essex Financial Services, Inc. Diversified Active

CIK: 0001315785 · Show all filings

Period: Q3 2021 (← Previous) (Next →)

Filing Date: Nov 10, 2021

Total Value ($000): $874,739 (100.0% shares, 0.0% debt)

Holdings (462)

AAPL APPLE INC 4.8%
Value ($000) $41,823 Shares 295,570 Est. Cost $99.13 Unrealized +45.2%
TPL TEXAS PACIFIC LAND CORP 4.5%
Value ($000) $39,615 Shares 32,757 Est. Cost $164.19 Unrealized -10.5%
QQQ INVESCO QQQ TR 3.3%
Value ($000) $28,819 Shares 80,509 Est. Cost $259.11 Unrealized
VOOG VANGUARD ADMIRAL FDSINC 2.8%
Value ($000) $24,131 Shares 90,486 Est. Cost $199.51 Unrealized
MSFT MICROSOFT CORP 2.6%
Value ($000) $22,706 Shares 80,540 Est. Cost $118.17 Unrealized +137.6%
CODI COMPASS DIVERSIFIEDHLDGS 2.5%
Value ($000) $22,052 Shares 782,813 Est. Cost $11.52 Unrealized +95.5%
AMZN AMAZON COM INC 2.3%
Value ($000) $19,995 Shares 6,087 Est. Cost $84.05 Unrealized +105.2%
GOOGL ALPHABET INC 1.8%
Value ($000) $15,944 Shares 5,964 Est. Cost $75.28 Unrealized +79.4%
SPY SPDR S&P 500 1.6%
Value ($000) $13,963 Shares 32,537 Est. Cost $340.74 Unrealized
VYM VANGUARD WHITEHALL FDS 1.5%
Value ($000) $12,894 Shares 124,761 Est. Cost $92.54 Unrealized
JNJ JOHNSON & JOHNSON 1.4%
Value ($000) $12,364 Shares 76,556 Est. Cost $73.72 Unrealized +103.8%
NOBL PROSHARES TR S&P 500 DIVD ARISTOCRATS 1.2%
Value ($000) $10,891 Shares 123,017 Est. Cost $78.48 Unrealized
PFE PFIZER INC 1.2%
Value ($000) $10,683 Shares 248,374 Est. Cost $25.71 Unrealized +38.7%
BRK/B BERKSHIRE HATHAWAYINC DEL CL B NEW 1.0%
Value ($000) $8,678 Shares 31,793 Est. Cost $190.59 Unrealized +47.4%
JPM JP MORGAN CHASE &CO 1.0%
Value ($000) $8,574 Shares 52,382 Est. Cost $71.16 Unrealized +97.2%
PG PROCTER & GAMBLE CO 1.0%
Value ($000) $8,435 Shares 60,339 Est. Cost $78.20 Unrealized +62.7%
GLD SPDR GOLD TR 0.9%
Value ($000) $7,863 Shares 47,882 Est. Cost $168.75 Unrealized
GOOG ALPHABET INC 0.9%
Value ($000) $7,757 Shares 2,910 Est. Cost $92.65 Unrealized +47.7%
IVV ISHARES TR CORE S&P 500 0.8%
Value ($000) $7,352 Shares 17,065 Est. Cost $328.71 Unrealized
RSP INVESCO S&P 500 EQL WGT 0.8%
Value ($000) $7,315 Shares 48,827 Est. Cost $119.50 Unrealized
VTI VANGUARD TOTAL STK MKT 0.8%
Value ($000) $6,792 Shares 30,586 Est. Cost $190.08 Unrealized
V VISA INC 0.8%
Value ($000) $6,664 Shares 29,916 Est. Cost $137.53 Unrealized +65.0%
VO VANGUARD INDEX FDS MID CAP VIPERS 0.8%
Value ($000) $6,597 Shares 27,862 Est. Cost $182.29 Unrealized
WPM WHEATON PRECIOUS METALS CORP 0.7%
Value ($000) $6,555 Shares 174,428 Est. Cost $42.23 Unrealized -1.7%
USMV ISHARES USA MIN VOL 0.7%
Value ($000) $6,547 Shares 89,075 Est. Cost $62.32 Unrealized
BLFY BLUE FOUNDRY BANCORP 0.7%
Value ($000) $6,534 Shares 473,850 Est. Cost $13.42 Unrealized 0.0%
TMO THERMO FISHERSCIENTIFIC INC 0.7%
Value ($000) $6,175 Shares 10,808 Est. Cost $248.69 Unrealized +118.1%
VIG VANGUARD GROUP DIV APP 0.7%
Value ($000) $6,152 Shares 40,052 Est. Cost $129.04 Unrealized
SPLV INVESCO EXCHNG TRADED FD TR II S&P LOW VOL 0.7%
Value ($000) $6,142 Shares 100,959 Est. Cost $56.46 Unrealized
TSLA TESLA MTRS INC 0.7%
Value ($000) $6,066 Shares 7,822 Est. Cost $105.74 Unrealized +122.6%
XOM EXXON MOBIL CORP 0.7%
Value ($000) $5,821 Shares 98,968 Est. Cost $51.77 Unrealized -6.4%
BX BLACKSTONE GROUP INC 0.7%
Value ($000) $5,721 Shares 49,171 Est. Cost $73.57 Unrealized +36.4%
LLY LILLY ELI & CO 0.6%
Value ($000) $5,554 Shares 24,039 Est. Cost $63.98 Unrealized +269.9%
HD HOME DEPOT INC 0.6%
Value ($000) $5,548 Shares 16,901 Est. Cost $161.04 Unrealized +82.9%
PHYS SPROTT PHYSICAL GOLD TR 0.6%
Value ($000) $5,418 Shares 392,597 Est. Cost $14.73 Unrealized
BAC BANK AMER CORP 0.6%
Value ($000) $5,324 Shares 125,407 Est. Cost $14.33 Unrealized +151.9%
META FACEBOOK INC 0.6%
Value ($000) $5,319 Shares 15,673 Est. Cost $178.89 Unrealized +99.9%
UNH UNITEDHEALTH GROUPINC 0.6%
Value ($000) $5,183 Shares 13,265 Est. Cost $201.56 Unrealized +90.9%
BABA ALIBABA GROUP HLDG 0.6%
Value ($000) $5,010 Shares 33,838 Est. Cost $171.61 Unrealized
SDY SPDR SER TR S&P DIVD 0.6%
Value ($000) $4,816 Shares 40,968 Est. Cost $108.00 Unrealized
DGRO ISHARES TR CORE DIV GROWTH 0.5%
Value ($000) $4,810 Shares 95,745 Est. Cost $42.49 Unrealized
ADBE ADOBE SYS INC 0.5%
Value ($000) $4,806 Shares 8,347 Est. Cost $425.07 Unrealized +48.1%
ROP ROPER TECHNOLOGIES INC 0.5%
Value ($000) $4,651 Shares 10,426 Est. Cost $327.44 Unrealized +42.4%
DIS DISNEY WALT CODISNEY 0.5%
Value ($000) $4,563 Shares 26,974 Est. Cost $106.35 Unrealized +63.7%
CSCO CISCO SYSTEMS INC 0.5%
Value ($000) $4,513 Shares 82,914 Est. Cost $22.74 Unrealized +116.5%
IWR ISHARES TR RUSSELLMID-CAP ETF 0.5%
Value ($000) $4,309 Shares 55,094 Est. Cost $69.47 Unrealized
PEP PEPSICO INC 0.5%
Value ($000) $4,217 Shares 28,036 Est. Cost $78.30 Unrealized +72.4%
VOO VANGUARD INDEX FDS S&P 500 0.5%
Value ($000) $4,145 Shares 10,509 Est. Cost $313.00 Unrealized
ABBV ABBVIE INC 0.5%
Value ($000) $4,130 Shares 38,921 Est. Cost $54.52 Unrealized +78.3%
RTX RAYTHEON TECHNOLOGIES CORP 0.5%
Value ($000) $4,083 Shares 47,503 Est. Cost $59.11 Unrealized +31.0%
NVDA NVIDIA CORP 0.5%
Value ($000) $3,944 Shares 19,039 Est. Cost $17.84 Unrealized +16.1%
KO COCA COLA COMPANY 0.4%
Value ($000) $3,931 Shares 74,925 Est. Cost $40.27 Unrealized +21.2%
VTV VANGUARD INDEX FDS VALUE 0.4%
Value ($000) $3,739 Shares 27,622 Est. Cost $119.52 Unrealized
IBM INTERNATIONALBUSINESS MACHS CORP 0.4%
Value ($000) $3,656 Shares 26,313 Est. Cost $111.67 Unrealized +0.4%
IJH ISHARES CORE S&P MID-CAP 0.4%
Value ($000) $3,636 Shares 13,821 Est. Cost $206.27 Unrealized
VB VANGUARD INDEX FDS SMALL CAP VIPERS 0.4%
Value ($000) $3,429 Shares 15,682 Est. Cost $176.96 Unrealized
ITOT ISHARES CORE S&P TOTAL US STOCK MARKET 0.4%
Value ($000) $3,426 Shares 34,824 Est. Cost $81.82 Unrealized
SPHQ INVESCO EXCHANGE TRADE FD S&P500 QUALITY 0.4%
Value ($000) $3,399 Shares 70,012 Est. Cost $43.46 Unrealized
VBR VANGUARD SMALL CAP VALUE 0.4%
Value ($000) $3,333 Shares 19,692 Est. Cost $166.81 Unrealized
SLV ISHARES SILVER TR 0.4%
Value ($000) $3,304 Shares 161,030 Est. Cost $24.22 Unrealized
CVS CVS HEALTH CORP 0.4%
Value ($000) $3,296 Shares 38,841 Est. Cost $59.27 Unrealized +22.4%
SOXX ISHARES PHLX SEMICONDUCTORS 0.4%
Value ($000) $3,256 Shares 7,302 Est. Cost $432.96 Unrealized
IJR ISHARES CORE S&P SMALL-CAP 0.4%
Value ($000) $3,248 Shares 29,745 Est. Cost $82.32 Unrealized
HON HONEYWELL INTL INC 0.4%
Value ($000) $3,216 Shares 15,149 Est. Cost $123.84 Unrealized +57.1%
T AT&T INC 0.4%
Value ($000) $3,125 Shares 115,715 Est. Cost $13.04 Unrealized +23.3%
IXUS ISHARES TR CORE MSCI TOTAL 0.4%
Value ($000) $3,078 Shares 43,359 Est. Cost $62.03 Unrealized
PDBC INVESCO ACTIVELY MANGD ETF FD T OPTIMUM YIELD 0.3%
Value ($000) $3,033 Shares 144,100 Est. Cost $20.27 Unrealized
MCD MCDONALDS CORP 0.3%
Value ($000) $2,977 Shares 12,348 Est. Cost $138.34 Unrealized +56.0%
UNP UNION PACIFIC CORP 0.3%
Value ($000) $2,975 Shares 15,177 Est. Cost $136.31 Unrealized +43.2%
INTC INTEL CORP 0.3%
Value ($000) $2,958 Shares 55,520 Est. Cost $29.87 Unrealized +66.7%
IVW ISHARES S&P 500 GROWTH 0.3%
Value ($000) $2,948 Shares 39,884 Est. Cost $84.88 Unrealized
MRK MERCK & CO INC 0.3%
Value ($000) $2,941 Shares 39,153 Est. Cost $48.01 Unrealized +37.8%
CAT CATERPILLAR INC 0.3%
Value ($000) $2,929 Shares 15,259 Est. Cost $133.52 Unrealized +43.9%
VZ VERIZONCOMMUNICATIONS INC 0.3%
Value ($000) $2,875 Shares 53,227 Est. Cost $29.97 Unrealized +41.2%
FCX FREEPORT-MCMORAN INC 0.3%
Value ($000) $2,870 Shares 88,232 Est. Cost $30.08 Unrealized +10.0%
JPST JP MORGAN EXCHANGE TRADED FD ULTRA SHRT INC 0.3%
Value ($000) $2,861 Shares 56,399 Est. Cost $50.68 Unrealized
DE DEERE & CO 0.3%
Value ($000) $2,858 Shares 8,530 Est. Cost $292.10 Unrealized +16.2%
FBND FIDELITY TOTAL BOND 0.3%
Value ($000) $2,741 Shares 51,594 Est. Cost $53.37 Unrealized
SBR SABINE ROYALTY TR 0.3%
Value ($000) $2,679 Shares 62,548 Est. Cost $40.64 Unrealized
KKR KKR & CO 0.3%
Value ($000) $2,679 Shares 44,003 Est. Cost $45.99 Unrealized +31.6%
QQQJ INVESCO ETF FD TR II NASDAQNXT GEN 0.3%
Value ($000) $2,623 Shares 79,351 Est. Cost $32.07 Unrealized
VUG VANGUARD INDEX FDS GROWTH 0.3%
Value ($000) $2,488 Shares 8,575 Est. Cost $242.83 Unrealized
MSB MESABI TRUST 0.3%
Value ($000) $2,475 Shares 83,310 Est. Cost $35.40 Unrealized
CVX CHEVRON CORP 0.3%
Value ($000) $2,421 Shares 23,863 Est. Cost $73.82 Unrealized +12.9%
MA MASTERCARD INC CL A 0.3%
Value ($000) $2,411 Shares 6,936 Est. Cost $279.54 Unrealized +26.9%
MINT PIMCO ETF TR ENCHANCED SHT MATURITY 0.3%
Value ($000) $2,384 Shares 23,392 Est. Cost $101.92 Unrealized
ABT ABBOTT LABS COM 0.3%
Value ($000) $2,375 Shares 20,102 Est. Cost $57.84 Unrealized +96.2%
ADP AUTOMATIC DATAPROCESSING INC 0.3%
Value ($000) $2,371 Shares 11,860 Est. Cost $83.02 Unrealized +126.1%
FTCS FIRST TR EXC TRADED FUND CAP STRENGTH 0.3%
Value ($000) $2,371 Shares 31,695 Est. Cost $72.28 Unrealized
TJX TJX COMPANIES INC 0.3%
Value ($000) $2,333 Shares 35,361 Est. Cost $47.34 Unrealized +38.2%
VWO VANGUARD INTL EQUITY INDEX FUND 0.3%
Value ($000) $2,311 Shares 46,220 Est. Cost $49.06 Unrealized
BMY BRISTOL MYERS SQUIBBCO 0.3%
Value ($000) $2,305 Shares 38,956 Est. Cost $43.55 Unrealized +25.9%
SPROTT FOCUS TR INC 0.3%
Value ($000) $2,248 Shares 271,121 Est. Cost $8.70 Unrealized
SWK STANLEY BLACK &DECKER INC 0.3%
Value ($000) $2,195 Shares 12,518 Est. Cost $83.72 Unrealized +99.1%
PYPL PAYPAL HLDGS INC 0.3%
Value ($000) $2,190 Shares 8,416 Est. Cost $247.13 Unrealized +14.5%
VXUS VANGUARD STAR FD TOTAL INTL STOCK INDEX FD 0.2%
Value ($000) $2,073 Shares 32,765 Est. Cost $54.82 Unrealized
SO SOUTHERN CO 0.2%
Value ($000) $2,072 Shares 33,440 Est. Cost $37.60 Unrealized +45.4%
BRK/A BERKSHIRE HATHAWAYINC DEL CL A 0.2%
Value ($000) $2,057 Shares 5 Est. Cost $273448.03 Unrealized +54.6%
DHR DANAHER CORP 0.2%
Value ($000) $2,049 Shares 6,729 Est. Cost $202.90 Unrealized +31.5%
PNC PNC FINL SVCS GROUPINC 0.2%
Value ($000) $2,026 Shares 10,355 Est. Cost $105.56 Unrealized +52.3%
ARKK ARK ETF TRUST INNOVATION 0.2%
Value ($000) $1,997 Shares 18,067 Est. Cost $106.07 Unrealized
SCHD SCHWAB STRATEGIC TR US DIV EQUITY 0.2%
Value ($000) $1,957 Shares 26,355 Est. Cost $51.55 Unrealized
ADM ARCHER DANIELS-MIDLA ND CO 0.2%
Value ($000) $1,951 Shares 32,509 Est. Cost $55.76 Unrealized -5.0%
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $1,949 Shares 24,823 Est. Cost $63.61 Unrealized +13.0%
ELV ANTHEM INC 0.2%
Value ($000) $1,947 Shares 5,223 Est. Cost $253.52 Unrealized +41.1%
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $1,918 Shares 5,558 Est. Cost $234.43 Unrealized +36.8%
PPG PPG INDUSTRIES INC 0.2%
Value ($000) $1,915 Shares 13,392 Est. Cost $132.91 Unrealized +10.4%
CARR CARRIER GLOBAL CORP 0.2%
Value ($000) $1,907 Shares 36,850 Est. Cost $26.35 Unrealized +92.5%
USB US BANCORP 0.2%
Value ($000) $1,849 Shares 31,102 Est. Cost $24.01 Unrealized +94.3%
GENERAL ELECTRIC CO 0.2%
Value ($000) $1,847 Shares 17,923 Est. Cost $22.93 Unrealized
CMCSA COMCAST CORP 0.2%
Value ($000) $1,821 Shares 32,552 Est. Cost $35.57 Unrealized +44.5%
IWF ISHARES RUSSELL 1000 GROWTH 0.2%
Value ($000) $1,815 Shares 6,623 Est. Cost $194.46 Unrealized
EBC EASTERN BANKSHARES INC 0.2%
Value ($000) $1,814 Shares 89,382 Est. Cost $12.50 Unrealized +35.8%
SBUX STARBUCKS CORP 0.2%
Value ($000) $1,800 Shares 16,319 Est. Cost $61.26 Unrealized +72.6%
COST COSTCO WHOLESALECORP 0.2%
Value ($000) $1,786 Shares 3,976 Est. Cost $245.38 Unrealized +70.4%
PFF ISHARES TR PFD AND INC 0.2%
Value ($000) $1,779 Shares 45,933 Est. Cost $37.08 Unrealized
DVY ISHARES SELECT DIVIDEND 0.2%
Value ($000) $1,777 Shares 15,490 Est. Cost $114.62 Unrealized
IDXX IDEXX LABS INC 0.2%
Value ($000) $1,771 Shares 2,847 Est. Cost $272.88 Unrealized +146.2%
GD GENERAL DYNAMICSCORP 0.2%
Value ($000) $1,763 Shares 8,995 Est. Cost $148.65 Unrealized +20.1%
CI CIGNA CORP 0.2%
Value ($000) $1,755 Shares 8,769 Est. Cost $204.04 Unrealized -1.6%
NSC NORFOLK SOUTHN CORP 0.2%
Value ($000) $1,743 Shares 7,283 Est. Cost $77.47 Unrealized +201.4%
C CITIGROUP INC 0.2%
Value ($000) $1,733 Shares 24,691 Est. Cost $47.79 Unrealized +24.9%
MDT MEDTRONICS PLC 0.2%
Value ($000) $1,697 Shares 13,541 Est. Cost $76.34 Unrealized +48.6%
AXP AMERICAN EXPRESSCOMPANY 0.2%
Value ($000) $1,686 Shares 10,062 Est. Cost $127.31 Unrealized +24.3%
PM PHILIP MORRIS INTLINC 0.2%
Value ($000) $1,649 Shares 17,394 Est. Cost $62.24 Unrealized +30.2%
GS GOLDMAN SACHS GROUPINC 0.2%
Value ($000) $1,645 Shares 4,353 Est. Cost $186.29 Unrealized +87.8%
BA BOEING CO 0.2%
Value ($000) $1,640 Shares 7,457 Est. Cost $141.70 Unrealized +57.4%
MO ALTRIA GROUP INC 0.2%
Value ($000) $1,619 Shares 35,562 Est. Cost $20.81 Unrealized +63.4%
MS MORGAN STANLEY 0.2%
Value ($000) $1,609 Shares 16,534 Est. Cost $76.59 Unrealized +11.9%
ORCL ORACLE CORP 0.2%
Value ($000) $1,589 Shares 18,235 Est. Cost $55.54 Unrealized +50.0%
AMGN AMGEN INC 0.2%
Value ($000) $1,552 Shares 7,300 Est. Cost $166.25 Unrealized +20.5%
MMM 3M CO 0.2%
Value ($000) $1,552 Shares 8,846 Est. Cost $97.75 Unrealized +40.5%
VHT VANGUARD SECTOR INDEX FDS HEALTH CARE VIPERS 0.2%
Value ($000) $1,527 Shares 6,179 Est. Cost $224.21 Unrealized
PBT PERMIAN BASIN REALTY TR 0.2%
Value ($000) $1,515 Shares 264,379 Est. Cost $5.64 Unrealized
VEA VANGUARD FTSE DEVLPED MARKET 0.2%
Value ($000) $1,513 Shares 29,963 Est. Cost $45.88 Unrealized
UPS UNITED PARCEL SVCINC 0.2%
Value ($000) $1,513 Shares 8,307 Est. Cost $119.07 Unrealized +36.7%
TSM TAIWAN SEMICONDUCTOR MFG CO 0.2%
Value ($000) $1,504 Shares 13,468 Est. Cost $61.89 Unrealized
BMO BANK OF MONTREAL 0.2%
Value ($000) $1,490 Shares 14,940 Est. Cost $81.61 Unrealized +2.9%
PRF INVESCO ETF FD TR FTSE RAFI 999 0.2%
Value ($000) $1,489 Shares 9,401 Est. Cost $149.97 Unrealized
WMT WAL MART STORES INC 0.2%
Value ($000) $1,482 Shares 10,631 Est. Cost $34.41 Unrealized +32.1%
SMDV PROSHARES TR RUSS2000 DIV 0.2%
Value ($000) $1,472 Shares 23,868 Est. Cost $54.29 Unrealized
AIG AMERICAN INTL GROUP INC 0.2%
Value ($000) $1,461 Shares 26,613 Est. Cost $27.01 Unrealized +72.6%
DOW DOW INC 0.2%
Value ($000) $1,455 Shares 25,281 Est. Cost $42.53 Unrealized +12.4%
L LOEWS CORP 0.2%
Value ($000) $1,415 Shares 26,232 Est. Cost $55.04 Unrealized -2.8%
OTIS OTIS WORLDWIDE CORP 0.2%
Value ($000) $1,400 Shares 17,021 Est. Cost $56.91 Unrealized +44.4%
WOOD ISHARES TR GL TIMB FORE 0.2%
Value ($000) $1,390 Shares 16,355 Est. Cost $86.83 Unrealized
BROOKFIELD ASSET MGMT INC 0.2%
Value ($000) $1,367 Shares 25,553 Est. Cost $52.58 Unrealized
DUK DUKE ENERGY CORP 0.2%
Value ($000) $1,366 Shares 13,997 Est. Cost $55.76 Unrealized +56.5%
QCOM QUALCOMM INC 0.2%
Value ($000) $1,352 Shares 10,479 Est. Cost $108.97 Unrealized +18.2%
IWM ISHARES RUSSELL 2000 0.2%
Value ($000) $1,350 Shares 6,169 Est. Cost $178.52 Unrealized
IUSG ISHARES CORE S&P US GROWTH 0.2%
Value ($000) $1,314 Shares 12,832 Est. Cost $84.55 Unrealized
RPG INVESCO EXCHANGE TD FD TR S&P 500 PUR GET 0.1%
Value ($000) $1,312 Shares 6,816 Est. Cost $151.41 Unrealized
AB ALLIANCEBERSTEIN HLDG LP UNIT 0.1%
Value ($000) $1,311 Shares 26,434 Est. Cost $46.61 Unrealized
VFH VANGUARD SECTOR INDEX FDS FINLS VIPERS 0.1%
Value ($000) $1,277 Shares 13,781 Est. Cost $62.70 Unrealized
IBB ISHARES TR NASDAQ BIOTECH 0.1%
Value ($000) $1,255 Shares 7,760 Est. Cost $134.39 Unrealized
DIA SPDR DOW JONES INDL AVG ETF TR 0.1%
Value ($000) $1,222 Shares 3,612 Est. Cost $269.94 Unrealized
ILCG ISHARES MORNINGSTAR LARGE GRWTH INDEX FD 0.1%
Value ($000) $1,218 Shares 18,584 Est. Cost $102.33 Unrealized
SLB SCHLUMBERGER LIMITED 0.1%
Value ($000) $1,218 Shares 41,096 Est. Cost $27.77 Unrealized -6.4%
SGOL ABERDEEN STD GOLD ETF RE PHYSCL GOLD SHRS 0.1%
Value ($000) $1,213 Shares 72,003 Est. Cost $16.99 Unrealized
LINDE PLCS 0.1%
Value ($000) $1,209 Shares 4,121 Est. Cost $275.83 Unrealized
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $1,194 Shares 1,201 Est. Cost $290.76 Unrealized +15.5%
RIO TINTO 0.1%
Value ($000) $1,178 Shares 17,634 Est. Cost $83.90 Unrealized
CACI CACI INTERNATIONAL INC 0.1%
Value ($000) $1,173 Shares 4,475 Est. Cost $257.98 Unrealized +0.1%
LAND GLADSTONE LD CORP 0.1%
Value ($000) $1,165 Shares 51,177 Est. Cost $24.05 Unrealized
CRM SALESFORCE.COM INC 0.1%
Value ($000) $1,165 Shares 4,295 Est. Cost $142.67 Unrealized +75.9%
WBS WEBSTER FINL CORP 0.1%
Value ($000) $1,157 Shares 21,252 Est. Cost $35.20 Unrealized +41.4%
TGT TARGET CORP 0.1%
Value ($000) $1,150 Shares 5,025 Est. Cost $139.42 Unrealized +57.7%
EFAV ISHARES EDGE MSCI MIN VOL EAFE 0.1%
Value ($000) $1,148 Shares 15,240 Est. Cost $70.12 Unrealized
FBCG FIDELITY BLUE CHIP GROWTH 0.1%
Value ($000) $1,144 Shares 35,199 Est. Cost $30.32 Unrealized
IVE ISHARES S&P 500 VALUE 0.1%
Value ($000) $1,131 Shares 7,780 Est. Cost $131.41 Unrealized
SON SONOCO PRODS CO 0.1%
Value ($000) $1,124 Shares 18,858 Est. Cost $39.83 Unrealized +36.4%
ZTS ZOETIS INC 0.1%
Value ($000) $1,122 Shares 5,778 Est. Cost $170.28 Unrealized +13.8%
XLF SELECT SECTOR AMEX FINANCIAL SELECT INDEX 0.1%
Value ($000) $1,113 Shares 29,661 Est. Cost $31.50 Unrealized
CMI CUMMINS INC 0.1%
Value ($000) $1,100 Shares 4,901 Est. Cost $164.32 Unrealized +28.1%
REGL PROSHARES TR S&P MDCP400 0.1%
Value ($000) $1,095 Shares 16,163 Est. Cost $54.76 Unrealized
EMR EMERSON ELEC CO 0.1%
Value ($000) $1,089 Shares 11,565 Est. Cost $55.73 Unrealized +63.7%
UNILEVER PLC 0.1%
Value ($000) $1,080 Shares 19,921 Est. Cost $54.03 Unrealized
IYW ISHARES TRUST DJ US TECHNOLOGY 0.1%
Value ($000) $1,063 Shares 10,496 Est. Cost $101.05 Unrealized
IWD ISHARES RUSSELL 1000 VALUE 0.1%
Value ($000) $1,059 Shares 6,767 Est. Cost $130.44 Unrealized
TEEKAY LNG PARTNERS LP 0.1%
Value ($000) $1,052 Shares 67,676 Est. Cost $10.81 Unrealized
VNQ VANGUARD REAL ESTATE 0.1%
Value ($000) $1,050 Shares 10,317 Est. Cost $98.20 Unrealized
ALL ALLSTATE CORP 0.1%
Value ($000) $1,049 Shares 8,242 Est. Cost $96.68 Unrealized +22.7%
GWW GRAINGER WW INC 0.1%
Value ($000) $1,045 Shares 2,659 Est. Cost $334.06 Unrealized +24.2%
O REALTY INCOME CORP 0.1%
Value ($000) $1,026 Shares 15,824 Est. Cost $40.75 Unrealized +32.0%
ES EVERSOURCE ENERGY 0.1%
Value ($000) $1,021 Shares 12,486 Est. Cost $50.17 Unrealized +45.2%
SBRA SABRA HEALTH CARE REIT INC 0.1%
Value ($000) $1,006 Shares 68,366 Est. Cost $16.85 Unrealized
LOW LOWES COS INC 0.1%
Value ($000) $1,004 Shares 4,949 Est. Cost $118.88 Unrealized +54.4%
XBI SPDR SER TR S&P BIOTECH 0.1%
Value ($000) $955 Shares 7,594 Est. Cost $106.85 Unrealized
TOTL SSGA ACTIVE ETF TR SPDR TR TACTIC 0.1%
Value ($000) $951 Shares 19,675 Est. Cost $48.45 Unrealized
TD TORONTO DOMINION BKONT 0.1%
Value ($000) $951 Shares 14,376 Est. Cost $48.46 Unrealized +37.6%
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $947 Shares 9,201 Est. Cost $80.82 Unrealized +26.5%
VGK VANGUARD INTL EQUITY INDEX FDS FTSE EUROPE 0.1%
Value ($000) $944 Shares 14,387 Est. Cost $64.27 Unrealized
PKW INVESCO ETF TR BUYBACK ACHIEV 0.1%
Value ($000) $913 Shares 10,129 Est. Cost $66.59 Unrealized
GDXJ VANECK VECTORS ETF TR JR MINERS 0.1%
Value ($000) $911 Shares 23,771 Est. Cost $39.68 Unrealized
XOP SPDR SER TR S&P OILGAS EXP 0.1%
Value ($000) $907 Shares 9,377 Est. Cost $96.75 Unrealized
PEOPLES UTD FINL INC 0.1%
Value ($000) $896 Shares 51,291 Est. Cost $14.62 Unrealized
VXF VANGUARD EXTENDED MARKETS INDEX FD 0.1%
Value ($000) $891 Shares 4,886 Est. Cost $187.81 Unrealized
VCSH VANGUARD SCOTTSDALE FDS VANGUARD SH 0.1%
Value ($000) $882 Shares 10,708 Est. Cost $82.49 Unrealized
WM WASTE MGMT INC 0.1%
Value ($000) $868 Shares 5,814 Est. Cost $92.09 Unrealized +51.7%
XYZ SQUARE INC 0.1%
Value ($000) $861 Shares 3,591 Est. Cost $249.72 Unrealized +2.9%
IWP ISHARES TR RUS MID CP GR 0.1%
Value ($000) $853 Shares 7,610 Est. Cost $124.25 Unrealized
IEFA ISHARES TR CORE MSCI EAFE 0.1%
Value ($000) $844 Shares 11,371 Est. Cost $57.73 Unrealized
ACN ACCENTURE PLCIRELAND 0.1%
Value ($000) $844 Shares 2,639 Est. Cost $133.05 Unrealized +129.6%
PAVE GLOBAL X FDS US INFR DEV 0.1%
Value ($000) $829 Shares 32,630 Est. Cost $25.72 Unrealized
VGT VANGUARD WORLD FDS INFORMATION TECHNOLOGY 0.1%
Value ($000) $823 Shares 2,052 Est. Cost $291.71 Unrealized
NKE NIKE INC CL B 0.1%
Value ($000) $821 Shares 5,655 Est. Cost $73.57 Unrealized +107.3%
WFC WELLS FARGO & CO 0.1%
Value ($000) $815 Shares 17,561 Est. Cost $31.51 Unrealized +32.0%
STZ CONSTELLATION BRANDSINC 0.1%
Value ($000) $813 Shares 3,858 Est. Cost $141.67 Unrealized +43.1%
CME CME GROUP INC 0.1%
Value ($000) $811 Shares 4,192 Est. Cost $159.35 Unrealized +6.2%
BHP BHP GROUP LTD 0.1%
Value ($000) $811 Shares 15,153 Est. Cost $72.84 Unrealized
WMB WILLIAMS COS INC 0.1%
Value ($000) $807 Shares 31,097 Est. Cost $20.43 Unrealized -0.1%
AVGO BROADCOM INC 0.1%
Value ($000) $807 Shares 1,663 Est. Cost $27.70 Unrealized +60.6%
IDV ISHARES TR INTL SEL DIV 0.1%
Value ($000) $797 Shares 26,204 Est. Cost $30.70 Unrealized
SPHD INVESCO EXCH TRADED FD TRII S&P 500 HDL VOL 0.1%
Value ($000) $791 Shares 18,679 Est. Cost $36.89 Unrealized
KRP KIMBRELL RTY PARTNERS 0.1%
Value ($000) $790 Shares 55,921 Est. Cost $12.85 Unrealized
TRV TRAVELERS COS INC 0.1%
Value ($000) $787 Shares 5,179 Est. Cost $121.58 Unrealized +16.6%
AWK AMERICAN WTR WKS CO INC 0.1%
Value ($000) $773 Shares 4,571 Est. Cost $109.41 Unrealized +46.2%
AMT AMERICAN TOWER REIT 0.1%
Value ($000) $768 Shares 2,893 Est. Cost $189.20 Unrealized +31.4%
GDX VANECK VECTORS ETF TR GOLD MINERS 0.1%
Value ($000) $758 Shares 25,721 Est. Cost $33.98 Unrealized
AMAT APPLIED MATERIALS INC 0.1%
Value ($000) $746 Shares 5,792 Est. Cost $121.89 Unrealized +7.1%
NFLX NETFLIX INC 0.1%
Value ($000) $744 Shares 1,219 Est. Cost $50.49 Unrealized +9.0%
ATLASSIAN CORP PLC 0.1%
Value ($000) $739 Shares 1,887 Est. Cost $196.59 Unrealized
CSX CSX CORPORATION 0.1%
Value ($000) $735 Shares 24,702 Est. Cost $28.54 Unrealized +5.6%
IAU ISHARES GOLD TR 0.1%
Value ($000) $732 Shares 21,923 Est. Cost $33.63 Unrealized
LABORATORY CORP AMERHLDGS 0.1%
Value ($000) $730 Shares 2,595 Est. Cost $121.59 Unrealized
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $729 Shares 9,646 Est. Cost $62.28 Unrealized +15.1%
CB CHUBB LTD 0.1%
Value ($000) $724 Shares 4,175 Est. Cost $111.24 Unrealized +48.3%
APD AIR PRODS & CHEMSINC 0.1%
Value ($000) $723 Shares 2,824 Est. Cost $178.73 Unrealized +38.2%
KWEB KRANESHARES TR CSI CHINA INTERNET 0.1%
Value ($000) $715 Shares 15,109 Est. Cost $51.64 Unrealized
VV VANGUARD LARGE CAP INDEX FD 0.1%
Value ($000) $713 Shares 3,549 Est. Cost $161.38 Unrealized
CCI CROWN CASTLE INTL CORP 0.1%
Value ($000) $710 Shares 4,099 Est. Cost $121.63 Unrealized +28.2%
RVTY PERKIN ELMER INC 0.1%
Value ($000) $698 Shares 4,028 Est. Cost $139.07 Unrealized +25.4%
ARCC ARES CAP CORP 0.1%
Value ($000) $694 Shares 34,124 Est. Cost $9.53 Unrealized +38.7%
AFRM AFFIRM HLDGS INC 0.1%
Value ($000) $690 Shares 5,790 Est. Cost $93.96 Unrealized -14.9%
OIH VANECK VECTORS ETF TR OIL SVCS 0.1%
Value ($000) $681 Shares 3,456 Est. Cost $218.88 Unrealized
EEM ISHARES TRUST MSCI EMG MKTS 0.1%
Value ($000) $667 Shares 13,237 Est. Cost $47.95 Unrealized
MAGELLAN MDISTREAM PRTNERS 0.1%
Value ($000) $663 Shares 14,549 Est. Cost $48.89 Unrealized
BK BANK OF NEW YORKMELLON CORP 0.1%
Value ($000) $660 Shares 12,739 Est. Cost $32.81 Unrealized +39.8%
DEO DIAGEO PLC 0.1%
Value ($000) $660 Shares 3,418 Est. Cost $141.23 Unrealized
OSK OSHKOSH CORP 0.1%
Value ($000) $647 Shares 6,323 Est. Cost $116.79 Unrealized -8.9%
TROW PRICE T ROWE GROUP INC 0.1%
Value ($000) $645 Shares 3,281 Est. Cost $125.77 Unrealized +38.3%
SPYG SPDR PORTFOLIO S&P 500 GROWTH 0.1%
Value ($000) $645 Shares 10,071 Est. Cost $54.03 Unrealized
NVS NOVARTIS AG 0.1%
Value ($000) $640 Shares 7,823 Est. Cost $79.95 Unrealized
BLACKROCK INC 0.1%
Value ($000) $636 Shares 758 Est. Cost $577.43 Unrealized
ARKQ ARK ETF TR AUTNMUS TECHNLGY 0.1%
Value ($000) $625 Shares 8,005 Est. Cost $77.45 Unrealized
VT VANGUARD INTL EQUITY FDS TT WORLD ST 0.1%
Value ($000) $619 Shares 6,081 Est. Cost $100.19 Unrealized
MDY SPDR S&P MIDCAP 4OO 0.1%
Value ($000) $607 Shares 1,262 Est. Cost $379.75 Unrealized
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $596 Shares 10,243 Est. Cost $40.73 Unrealized +36.1%
FXC INVESCO CURRENCY SHRS CDN DLR 0.1%
Value ($000) $579 Shares 7,480 Est. Cost $79.17 Unrealized
AWR AMERICAN STS WTR CO 0.1%
Value ($000) $579 Shares 6,767 Est. Cost $64.40 Unrealized +24.7%
LBRDK LIBERTY BROADBAND CORP 0.1%
Value ($000) $575 Shares 3,327 Est. Cost $150.65 Unrealized +12.0%
COPX GLOBAL X FDS GLOBAL X COPPER 0.1%
Value ($000) $571 Shares 16,700 Est. Cost $34.19 Unrealized
FAST FASTENAL CO 0.1%
Value ($000) $567 Shares 10,990 Est. Cost $21.64 Unrealized +12.8%
KMB KIMBERLY CLARK CORP 0.1%
Value ($000) $556 Shares 4,199 Est. Cost $90.22 Unrealized +28.0%
MDYG SPDR SER TR S&P 400 MDCP GRW 0.1%
Value ($000) $548 Shares 7,245 Est. Cost $72.39 Unrealized
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $546 Shares 7,810 Est. Cost $61.84 Unrealized -4.0%
XT ISHARES TR EXPONENTIAL TECH 0.1%
Value ($000) $545 Shares 8,692 Est. Cost $50.72 Unrealized
VIGI VANGUARD WHITEHALL FDS INTL DVD 0.1%
Value ($000) $541 Shares 6,200 Est. Cost $83.51 Unrealized
ORLY O REILLYAUTOMOTIVE INC 0.1%
Value ($000) $540 Shares 884 Est. Cost $14.58 Unrealized +174.5%
DLS WISDOM INTERNATIONAL SMALLCAP DIV 0.1%
Value ($000) $531 Shares 7,157 Est. Cost $74.61 Unrealized
BSV VANGUARD BD INDEX FDS SHT TRM 0.1%
Value ($000) $528 Shares 6,442 Est. Cost $82.76 Unrealized
CWB SPDR SER TR BLMBRG BRC CNVRT 0.1%
Value ($000) $521 Shares 6,100 Est. Cost $63.65 Unrealized
EPD ENTERPRISE PRODSPARTNERS L P COMUNIT 0.1%
Value ($000) $513 Shares 23,706 Est. Cost $39.02 Unrealized
SLYG SPDR SER TR S&P 600 SMCP GRW 0.1%
Value ($000) $510 Shares 5,854 Est. Cost $86.29 Unrealized
ECL ECOLAB INC 0.1%
Value ($000) $509 Shares 2,440 Est. Cost $129.86 Unrealized +60.6%
MOO VANECK VECTORS ETF TR AGRIBUSINESS 0.1%
Value ($000) $508 Shares 5,568 Est. Cost $91.20 Unrealized
KRE SPDR SER TR S&P REGL BKG 0.1%
Value ($000) $503 Shares 7,420 Est. Cost $66.71 Unrealized
GTY GETTY REALTY CORP 0.1%
Value ($000) $502 Shares 17,111 Est. Cost $25.43 Unrealized
NEM NEWMONT CORP 0.1%
Value ($000) $492 Shares 9,055 Est. Cost $57.93 Unrealized -11.3%
INVESCO EXCHANGE TRADED FD TR II S&P MIDCP LOW 0.1%
Value ($000) $491 Shares 9,357 Est. Cost $46.08 Unrealized
AMP AMERIPRISE FINANCIAL INC 0.1%
Value ($000) $487 Shares 1,843 Est. Cost $235.22 Unrealized +4.2%
SYY SYSCO CORP 0.1%
Value ($000) $487 Shares 6,200 Est. Cost $33.30 Unrealized +103.5%
JMST JP MORGAN EXCHANGE TRADED FD ULTRA SHRT 0.1%
Value ($000) $486 Shares 9,519 Est. Cost $51.07 Unrealized
MCK MCKESSON CORP 0.1%
Value ($000) $484 Shares 2,426 Est. Cost $151.83 Unrealized +28.5%
BKNG BOOKINGS HOLDING INC 0.1%
Value ($000) $480 Shares 202 Est. Cost $2186.69 Unrealized +0.9%
IRM IRON MTN INC 0.1%
Value ($000) $478 Shares 10,997 Est. Cost $22.20 Unrealized +69.8%
ACWI ISHARES TR MSCI ACWI 0.1%
Value ($000) $473 Shares 4,738 Est. Cost $93.94 Unrealized
KEY KEY CORP 0.1%
Value ($000) $472 Shares 21,844 Est. Cost $10.15 Unrealized +59.8%
IWS ISHARES RUSSELL MIDCAP VALUE 0.1%
Value ($000) $470 Shares 4,149 Est. Cost $80.87 Unrealized
KMI KINDER MORGAN INCDEL 0.1%
Value ($000) $454 Shares 27,164 Est. Cost $16.44 Unrealized -19.3%
VOOV VANGUARD S&P VALUE INDEX FD 0.1%
Value ($000) $452 Shares 3,211 Est. Cost $129.96 Unrealized
VPU VANGUARD UTILITIES 0.1%
Value ($000) $444 Shares 3,190 Est. Cost $138.93 Unrealized
ETN EATON CORP PLC 0.1%
Value ($000) $443 Shares 2,970 Est. Cost $112.29 Unrealized +32.9%
LBRDA LIBERTY BROADBAND CORP 0.1%
Value ($000) $442 Shares 2,623 Est. Cost $146.53 Unrealized +11.7%
EFA ISHARES MSCI EAFE 0.1%
Value ($000) $440 Shares 5,641 Est. Cost $67.91 Unrealized
RJF RAYMOND JAMES FINL INC 0.1%
Value ($000) $438 Shares 4,746 Est. Cost $66.25 Unrealized +26.8%
DOV DOVER CORP 0.0%
Value ($000) $433 Shares 2,785 Est. Cost $54.25 Unrealized +188.7%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $430 Shares 6,330 Est. Cost $25.69 Unrealized +10.4%
BDX BECTON DICKINSON &CO 0.0%
Value ($000) $429 Shares 1,746 Est. Cost $120.94 Unrealized +88.6%
PRU PRUDENTIAL FINANCIAL INC 0.0%
Value ($000) $428 Shares 4,066 Est. Cost $74.80 Unrealized +11.5%
AIN ALBANY INTERNATIONAL CORP 0.0%
Value ($000) $426 Shares 5,548 Est. Cost $75.39 Unrealized +0.9%
ITW ILLINOIS TOOL WORKSINC 0.0%
Value ($000) $425 Shares 2,058 Est. Cost $134.22 Unrealized +51.2%
VIACOMBS INC 0.0%
Value ($000) $420 Shares 10,628 Est. Cost $31.06 Unrealized
AGG ISHARES CORE US AGGREGATE BOND 0.0%
Value ($000) $414 Shares 3,603 Est. Cost $116.14 Unrealized
SYK STRYKER CORP 0.0%
Value ($000) $407 Shares 1,544 Est. Cost $107.44 Unrealized +137.5%
LHX L3 HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $405 Shares 1,840 Est. Cost $181.19 Unrealized +14.7%
PGF INVESCO ETF TR FINL PFD 0.0%
Value ($000) $402 Shares 21,228 Est. Cost $18.33 Unrealized
JCI JOHNSON CONTROLS INC 0.0%
Value ($000) $402 Shares 5,906 Est. Cost $54.22 Unrealized +22.2%
MGC VANGUARD MEGA CAP INDEX FD 0.0%
Value ($000) $396 Shares 2,599 Est. Cost $141.75 Unrealized
MPV BARINGS PARTN INVS 0.0%
Value ($000) $393 Shares 28,475 Est. Cost $13.95 Unrealized
EWX SPDR INDEX SHRS S&P EMERGING MKTS SM CAP 0.0%
Value ($000) $390 Shares 6,650 Est. Cost $61.35 Unrealized
ANEW PROSHARES TR MSCI TRANFRMTNAL 0.0%
Value ($000) $386 Shares 8,645 Est. Cost $42.91 Unrealized
GEM GOLDMAN SACHS ETF TR A 0.0%
Value ($000) $385 Shares 10,387 Est. Cost $29.18 Unrealized
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $385 Shares 1,378 Est. Cost $262.94 Unrealized +7.0%
NVCR NOVOCURE LTD 0.0%
Value ($000) $383 Shares 3,300 Est. Cost $90.12 Unrealized +67.8%
IXN ISHARES GLOBAL TECH 0.0%
Value ($000) $382 Shares 6,734 Est. Cost $87.71 Unrealized
PID INVESCO EXCHANGE TRADED FD TR INTL DIVI ACHI 0.0%
Value ($000) $381 Shares 21,701 Est. Cost $13.16 Unrealized
IEMG ISHARES INC CORE MSCI EMERGING MKTS 0.0%
Value ($000) $375 Shares 6,068 Est. Cost $66.91 Unrealized
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $373 Shares 2,546 Est. Cost $147.11 Unrealized -3.7%
GLW CORNING 0.0%
Value ($000) $372 Shares 10,192 Est. Cost $31.25 Unrealized +12.9%
EXC EXELON CORP 0.0%
Value ($000) $370 Shares 7,663 Est. Cost $22.88 Unrealized +28.0%
INTU INTUIT INC 0.0%
Value ($000) $367 Shares 680 Est. Cost $313.08 Unrealized +67.5%
IUSV ISHARES CORE S&P US VALUE 0.0%
Value ($000) $367 Shares 5,177 Est. Cost $69.37 Unrealized
ADSK AUTODESK INC 0.0%
Value ($000) $362 Shares 1,269 Est. Cost $274.86 Unrealized +11.4%
WORLD GOLD TR SPDR GLD MINIS 0.0%
Value ($000) $361 Shares 20,656 Est. Cost $17.61 Unrealized
KBE SPDR SER TR S&P BK 0.0%
Value ($000) $360 Shares 6,807 Est. Cost $43.12 Unrealized
APTIV PLC 0.0%
Value ($000) $359 Shares 2,411 Est. Cost $155.84 Unrealized
VOE VANGUARD MID-CAP VALUE INDEX FD 0.0%
Value ($000) $357 Shares 2,559 Est. Cost $140.60 Unrealized
BXMT BLACKSTONE MTG TR INC 0.0%
Value ($000) $351 Shares 11,592 Est. Cost $11.79 Unrealized
FISV FISERV 0.0%
Value ($000) $349 Shares 3,213 Est. Cost $115.97 Unrealized -3.7%
YUM YUM!BRANDS INC 0.0%
Value ($000) $348 Shares 2,845 Est. Cost $101.01 Unrealized +15.6%
ARKG ARK ETF TR GENOMIC REV 0.0%
Value ($000) $342 Shares 4,581 Est. Cost $82.12 Unrealized
JPUS JP MORGAN DIVERSIFIED RETURN US EQUITY 0.0%
Value ($000) $341 Shares 3,548 Est. Cost $73.10 Unrealized
TXN TEXAS INSTRUMENTS INC 0.0%
Value ($000) $341 Shares 1,772 Est. Cost $164.21 Unrealized +2.3%
ICLN ISHARES TR GL CLEAN ENE 0.0%
Value ($000) $336 Shares 15,521 Est. Cost $26.04 Unrealized
VSS VANGUARD INTL EQ INDEX FDS ALL WORLD EX USA SM CAP 0.0%
Value ($000) $334 Shares 2,500 Est. Cost $136.40 Unrealized
VTRS VIATRIS INC 0.0%
Value ($000) $332 Shares 24,507 Est. Cost $12.95 Unrealized -9.5%
KANSAS CITY SOUTHERN 0.0%
Value ($000) $332 Shares 1,225 Est. Cost $264.01 Unrealized
MAR MARRIOTT INTERNATIONAL INC 0.0%
Value ($000) $326 Shares 2,204 Est. Cost $115.23 Unrealized +16.8%
BOND PIMCO ETF TR ACTIVE BD 0.0%
Value ($000) $325 Shares 2,941 Est. Cost $111.60 Unrealized
BUNGE LIMITED 0.0%
Value ($000) $324 Shares 3,981 Est. Cost $78.15 Unrealized
BF/B BROWN FORMAN CORP 0.0%
Value ($000) $324 Shares 4,837 Est. Cost $45.65 Unrealized +41.5%
BNDX VANGUARD CHAROLETTE TOTAL INTL BD INDEX FD 0.0%
Value ($000) $323 Shares 5,676 Est. Cost $55.41 Unrealized
GNTX GENTEX CORP 0.0%
Value ($000) $323 Shares 9,800 Est. Cost $25.06 Unrealized +28.8%
AON AON PLC 0.0%
Value ($000) $322 Shares 1,126 Est. Cost $236.31 Unrealized +10.1%
CIBR FIRST TR EXC TRADED FUND 0.0%
Value ($000) $320 Shares 6,565 Est. Cost $36.23 Unrealized
EATON VANCE TAXMANAGED BUYWRITE OPP FD 0.0%
Value ($000) $317 Shares 19,854 Est. Cost $13.79 Unrealized
XLG INVESCO ETF FD TR S&P 500 TOP 49 0.0%
Value ($000) $316 Shares 957 Est. Cost $284.97 Unrealized
COP CONOCO PHILLIPS 0.0%
Value ($000) $312 Shares 4,604 Est. Cost $47.73 Unrealized +3.3%
CRT CROSS TIMBERS ROYALTY TR 0.0%
Value ($000) $312 Shares 22,201 Est. Cost $12.27 Unrealized
HSY HERSHEY CO 0.0%
Value ($000) $307 Shares 1,816 Est. Cost $69.30 Unrealized +129.2%
LAM RESEARCH CORP 0.0%
Value ($000) $307 Shares 540 Est. Cost $590.76 Unrealized
CTVA CORTEVA INC 0.0%
Value ($000) $304 Shares 7,219 Est. Cost $26.48 Unrealized +55.7%
MGK VANGUARD WORLD FD MEGA CAP GROWTH 0.0%
Value ($000) $300 Shares 1,278 Est. Cost $171.46 Unrealized
QQQM INVESCO EXCH TRADED FD II NASDAQ 100 0.0%
Value ($000) $300 Shares 2,042 Est. Cost $146.91 Unrealized
DOCU DOCUSIGN INC 0.0%
Value ($000) $299 Shares 1,162 Est. Cost $231.90 Unrealized +24.2%
EL ESTEE LAUDER COMPANIES INC 0.0%
Value ($000) $297 Shares 990 Est. Cost $198.31 Unrealized +53.9%
OKE ONEOK INC 0.0%
Value ($000) $296 Shares 5,103 Est. Cost $25.50 Unrealized +66.0%
BNS BANK OF NOVA SCOTIA 0.0%
Value ($000) $294 Shares 4,775 Est. Cost $50.54 Unrealized -2.2%
MCHP MICROCHIP TECHNOLOGY INC 0.0%
Value ($000) $291 Shares 1,897 Est. Cost $67.72 Unrealized +0.8%
FXA INVESCO CURRENCY SHRS AUSTRALIAN DOL 0.0%
Value ($000) $289 Shares 4,020 Est. Cost $74.53 Unrealized
BND VANGUARD BD INDEX FDS TOTAL BD MKT 0.0%
Value ($000) $289 Shares 3,378 Est. Cost $88.26 Unrealized
ELS EQUITY LIFESTYLE PROPERTIES INC 0.0%
Value ($000) $288 Shares 3,688 Est. Cost $74.30 Unrealized
TOTAL SE SPON ADR 0.0%
Value ($000) $288 Shares 6,002 Est. Cost $42.14 Unrealized
TE CONNECTIVITY LTD 0.0%
Value ($000) $287 Shares 2,095 Est. Cost $123.63 Unrealized
VTEB VANGUARD MUN BDS FDS TAX EXEMPT 0.0%
Value ($000) $287 Shares 5,231 Est. Cost $55.25 Unrealized
VDE VANGUARD ENERGY INDEX 0.0%
Value ($000) $287 Shares 3,889 Est. Cost $75.91 Unrealized
APH AMPHENOL CORP 0.0%
Value ($000) $287 Shares 3,924 Est. Cost $23.94 Unrealized +47.1%
BEP BROOKFIELD RENEWABLE PARTNERSHIP 0.0%
Value ($000) $284 Shares 7,681 Est. Cost $38.61 Unrealized
HTGC HERCULES CAPITAL INC 0.0%
Value ($000) $277 Shares 16,665 Est. Cost $11.59 Unrealized +46.7%
EES WISDOM TREE TR US SMALLCAP FD 0.0%
Value ($000) $273 Shares 5,640 Est. Cost $49.47 Unrealized
PPL PPL CORP 0.0%
Value ($000) $273 Shares 9,794 Est. Cost $23.27 Unrealized +5.7%
HUM HUMANA INC 0.0%
Value ($000) $272 Shares 699 Est. Cost $390.14 Unrealized +4.3%
ETF SER SOLUTIONS DEFIANCE NXT GN 0.0%
Value ($000) $272 Shares 11,875 Est. Cost $26.39 Unrealized
WCLD WISDOM TREE TR CLOUD COMPUTING 0.0%
Value ($000) $271 Shares 4,703 Est. Cost $57.62 Unrealized
EATON VANCE TAX MANAGED BUY WRITE INC FD 0.0%
Value ($000) $267 Shares 16,671 Est. Cost $14.24 Unrealized
ARKW ARK ETF NEXT GNRTN INTER 0.0%
Value ($000) $267 Shares 1,925 Est. Cost $153.89 Unrealized
STARWOOD PPTY TR INC 0.0%
Value ($000) $267 Shares 10,928 Est. Cost $19.39 Unrealized
GM GENERAL MTRS INC 0.0%
Value ($000) $266 Shares 5,046 Est. Cost $55.98 Unrealized -8.4%
TT TRANE TECHNOLOGIES PLC 0.0%
Value ($000) $265 Shares 1,533 Est. Cost $152.40 Unrealized +19.4%
DFAS DIMENSIONAL ETF TR US SM CAP 0.0%
Value ($000) $265 Shares 4,616 Est. Cost $58.49 Unrealized
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $263 Shares 1,850 Est. Cost $137.03 Unrealized 0.0%
SCZ ISHARES TR EAFE SML CAP 0.0%
Value ($000) $262 Shares 3,523 Est. Cost $74.06 Unrealized
PEG PUBLIC SVC ENTERPRISE GROUP INC 0.0%
Value ($000) $261 Shares 4,284 Est. Cost $44.95 Unrealized +19.8%
HRB H&R BLOCK INC 0.0%
Value ($000) $259 Shares 10,360 Est. Cost $16.30 Unrealized +32.9%
ARKF ARK ETF TR FINTECH INNOVA 0.0%
Value ($000) $259 Shares 5,245 Est. Cost $49.38 Unrealized
BGS B & G FOODS INC 0.0%
Value ($000) $259 Shares 8,652 Est. Cost $19.90 Unrealized -1.1%
NAVI NAVIENT CORP 0.0%
Value ($000) $258 Shares 13,070 Est. Cost $8.44 Unrealized +154.3%
VANECK VECTORS ETF TR RUSSIA 0.0%
Value ($000) $258 Shares 8,500 Est. Cost $28.94 Unrealized
CLX CLOROX CO 0.0%
Value ($000) $258 Shares 1,560 Est. Cost $169.35 Unrealized -11.8%
DON WISDOM TREE TR US MIDCAP DIVID 0.0%
Value ($000) $257 Shares 6,200 Est. Cost $41.94 Unrealized
TRP TC ENERGY CORP 0.0%
Value ($000) $256 Shares 5,331 Est. Cost $34.92 Unrealized +10.6%
PSA PUBLIC STORAGE 0.0%
Value ($000) $255 Shares 859 Est. Cost $228.51 Unrealized +12.6%
ETF MANAGERS TR PRIME CYBER SCRTY 0.0%
Value ($000) $254 Shares 4,182 Est. Cost $60.77 Unrealized
IPKW INVESCO EXCH TRADED FD TR II INTL BUYBACK 0.0%
Value ($000) $253 Shares 5,794 Est. Cost $42.65 Unrealized
AZN ASTRAZENECA 0.0%
Value ($000) $253 Shares 4,218 Est. Cost $59.98 Unrealized
PFM INVESCO ETF FD TR DIVID ACHIEVE 0.0%
Value ($000) $252 Shares 7,014 Est. Cost $33.16 Unrealized
F FORD MOTOR CO 0.0%
Value ($000) $252 Shares 17,790 Est. Cost $6.68 Unrealized +54.5%
HPQ HP INC 0.0%
Value ($000) $251 Shares 9,190 Est. Cost $23.35 Unrealized +5.3%
DISCOVER FINANCIAL SERVICES 0.0%
Value ($000) $249 Shares 2,027 Est. Cost $178.77 Unrealized
DAL DELTA AIR LINES INC 0.0%
Value ($000) $248 Shares 5,823 Est. Cost $42.43 Unrealized -6.4%
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $248 Shares 3,403 Est. Cost $66.64 Unrealized +1.1%
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $247 Shares 685 Est. Cost $333.97 Unrealized +0.7%
FTV FORTIVE CORP 0.0%
Value ($000) $246 Shares 3,488 Est. Cost $50.64 Unrealized +6.1%
FDX FEDEX CORP 0.0%
Value ($000) $245 Shares 1,119 Est. Cost $192.92 Unrealized +28.5%
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $245 Shares 5,201 Est. Cost $53.86 Unrealized
VYMI VANGUARD WHITEHALL FDS INTL HIGH 0.0%
Value ($000) $243 Shares 3,672 Est. Cost $65.58 Unrealized
PSCH INVESCO EXCH TRADED FD TR II S & P SMLCP 0.0%
Value ($000) $243 Shares 1,333 Est. Cost $183.80 Unrealized
ANNALY CAP MGMT INC 0.0%
Value ($000) $242 Shares 28,713 Est. Cost $10.62 Unrealized
AEP AMERICAN ELECTRIC POWER CO 0.0%
Value ($000) $241 Shares 2,971 Est. Cost $67.78 Unrealized +9.7%
JP MORGAN CHASE &CO ALERIAN MLP INDEX 0.0%
Value ($000) $238 Shares 13,095 Est. Cost $18.17 Unrealized
FNF FIDELITY NATIONAL FINANCIAL FNF GROUP 0.0%
Value ($000) $238 Shares 5,240 Est. Cost $35.83 Unrealized 0.0%
FMB FIRST TR EXCH TRADED FD III MANAGED MUNI 0.0%
Value ($000) $236 Shares 4,155 Est. Cost $56.32 Unrealized
DFAC DIMENSIONAL ETF TR US CORE EQUITY 1 0.0%
Value ($000) $236 Shares 8,865 Est. Cost $27.01 Unrealized
FINX GLOBAL X FDS FINTECH 0.0%
Value ($000) $235 Shares 4,886 Est. Cost $47.69 Unrealized
NEW YORK COMMUNITY BANCORP INC 0.0%
Value ($000) $235 Shares 18,273 Est. Cost $11.39 Unrealized
JEPI JP MORGAN ETF EQUITY PREMIUM 0.0%
Value ($000) $233 Shares 3,905 Est. Cost $59.67 Unrealized
PAYX PAYCHEK INC 0.0%
Value ($000) $231 Shares 2,055 Est. Cost $88.28 Unrealized +12.5%
WASH WASHINGTON TRUST ABNCORP INC 0.0%
Value ($000) $230 Shares 4,341 Est. Cost $35.55 Unrealized +7.3%
INTERPUBLIC GROUP COS INC 0.0%
Value ($000) $229 Shares 6,249 Est. Cost $17.29 Unrealized +75.5%
UMPQUA HOLDINGS CORP 0.0%
Value ($000) $229 Shares 11,330 Est. Cost $18.55 Unrealized
CVEO CIVEO CORP 0.0%
Value ($000) $226 Shares 10,066 Est. Cost $20.13 Unrealized 0.0%
DELL DELL TECHNOLOGIES INC 0.0%
Value ($000) $225 Shares 2,160 Est. Cost $45.97 Unrealized -0.6%
AN AUTONATION INC 0.0%
Value ($000) $224 Shares 1,837 Est. Cost $112.91 Unrealized 0.0%
MGM MGM RESORTS INTERNATIONAL 0.0%
Value ($000) $223 Shares 5,175 Est. Cost $41.35 Unrealized -1.5%
MPT MEDICAL PROPERTIES TRUST INC 0.0%
Value ($000) $222 Shares 11,055 Est. Cost $21.19 Unrealized
KMX CARMAX INC 0.0%
Value ($000) $221 Shares 1,730 Est. Cost $122.87 Unrealized +8.3%
XLI INDUSTRIAL SELECT SECTOR SPDR FD 0.0%
Value ($000) $221 Shares 2,259 Est. Cost $102.30 Unrealized
EW EDWARDS LIFE SCIENCES CORP 0.0%
Value ($000) $220 Shares 1,945 Est. Cost $94.26 Unrealized +21.1%
XLE SELECT SECTOR SPDR TR ENERGY 0.0%
Value ($000) $220 Shares 4,229 Est. Cost $53.67 Unrealized
SL GREEN RLTY CORP 0.0%
Value ($000) $220 Shares 3,102 Est. Cost $80.03 Unrealized
ADI ANALOG DEVICES INC 0.0%
Value ($000) $219 Shares 1,305 Est. Cost $155.29 Unrealized 0.0%
CPB CAMPBELL SOUP CO 0.0%
Value ($000) $218 Shares 5,215 Est. Cost $38.78 Unrealized -3.5%
EWY ISHARES SOUTH KOREA 0.0%
Value ($000) $217 Shares 2,685 Est. Cost $80.82 Unrealized
CCJ CAMECO CORP 0.0%
Value ($000) $217 Shares 9,978 Est. Cost $18.69 Unrealized 0.0%
D DOMINION ENERGY INC 0.0%
Value ($000) $216 Shares 2,953 Est. Cost $62.43 Unrealized 0.0%
TIP ISHARES TRUST US TREASURY 0.0%
Value ($000) $216 Shares 1,690 Est. Cost $126.72 Unrealized
MSI MOTOROLA SOLUTIONS INC 0.0%
Value ($000) $216 Shares 931 Est. Cost $220.08 Unrealized 0.0%
XLK SELECT SECTOR SPDR TR TECH SELECT SECTOR USD DIS 0.0%
Value ($000) $215 Shares 1,437 Est. Cost $147.58 Unrealized
COIN COINBASE GLOBAL INC 0.0%
Value ($000) $215 Shares 944 Est. Cost $259.34 Unrealized -5.1%
DMLP DORCHESTER MINERALS LP 0.0%
Value ($000) $212 Shares 11,066 Est. Cost $16.89 Unrealized
PHO INVESCO EXCHANGE TRADED FD WATER RES 0.0%
Value ($000) $211 Shares 3,855 Est. Cost $54.73 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR 0.0%
Value ($000) $210 Shares 1,648 Est. Cost $126.28 Unrealized
DFAU DIMENSIONAL ETF TR US CORE EQT MKT 0.0%
Value ($000) $207 Shares 6,874 Est. Cost $30.26 Unrealized
BOTZ GLOBAL X FDS RBTCS ARTFL INTE 0.0%
Value ($000) $207 Shares 5,648 Est. Cost $36.65 Unrealized
RDIV INVESCO ECXH TRADED FD TRII S&P ULTRA DIV 0.0%
Value ($000) $207 Shares 5,305 Est. Cost $41.28 Unrealized
GLAXOSMITHKLINE 0.0%
Value ($000) $206 Shares 5,388 Est. Cost $39.77 Unrealized
ABIOMED INC 0.0%
Value ($000) $205 Shares 631 Est. Cost $324.88 Unrealized
MRSH MARSH & MCLENNANA COMPANIES INC 0.0%
Value ($000) $205 Shares 1,357 Est. Cost $125.21 Unrealized +13.1%
LUMN LUMEN TECHNOLOGIES INC 0.0%
Value ($000) $204 Shares 16,491 Est. Cost $10.88 Unrealized +4.4%
AZO AUTOZONE INC 0.0%
Value ($000) $204 Shares 120 Est. Cost $1603.98 Unrealized 0.0%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $204 Shares 5,535 Est. Cost $30.54 Unrealized 0.0%
EQT EQT CORP 0.0%
Value ($000) $204 Shares 9,968 Est. Cost $18.97 Unrealized -4.2%
GIS GENERAL MILLS INC 0.0%
Value ($000) $204 Shares 3,417 Est. Cost $36.28 Unrealized +40.5%
PGR PROGRESSIVE CORP 0.0%
Value ($000) $203 Shares 2,246 Est. Cost $88.32 Unrealized -3.4%
SGDJ SPROTT ETF TR JR GOLD MINERS E 0.0%
Value ($000) $202 Shares 5,458 Est. Cost $43.75 Unrealized
ISTAR INC 0.0%
Value ($000) $201 Shares 8,000 Est. Cost $25.13 Unrealized
IHE ISHARES TR US PHARMACEUTICALS 0.0%
Value ($000) $201 Shares 1,100 Est. Cost $185.45 Unrealized
YUMC YUM CHINA HLDGS INC 0.0%
Value ($000) $201 Shares 3,463 Est. Cost $63.78 Unrealized -3.6%
PGX INVESCO EXCH TRADED FD TRII PFD 0.0%
Value ($000) $170 Shares 11,330 Est. Cost $15.36 Unrealized
ECC EAGLE PT CR CO LLC 0.0%
Value ($000) $165 Shares 12,137 Est. Cost $9.32 Unrealized
QUBT QUANTUM COMPUTING INC 0.0%
Value ($000) $156 Shares 25,000 Est. Cost $7.03 Unrealized 0.0%
ET ENERGY TRANSFERPARTNERS L P 0.0%
Value ($000) $149 Shares 15,515 Est. Cost $7.31 Unrealized
INVESCO ADVANTAGE MUNI INC TR 0.0%
Value ($000) $147 Shares 11,800 Est. Cost $10.82 Unrealized
RBBN ROIBBON COMMUNICATIONS INC 0.0%
Value ($000) $144 Shares 24,000 Est. Cost $7.65 Unrealized -11.8%
BSM BLACK STONE MINERALS LP 0.0%
Value ($000) $138 Shares 11,480 Est. Cost $12.02 Unrealized
ICCC IMMUCELL CORP 0.0%
Value ($000) $131 Shares 14,000 Est. Cost $9.46 Unrealized 0.0%
OAKTREE SPECIALTY LENDING CORP 0.0%
Value ($000) $117 Shares 16,614 Est. Cost $6.68 Unrealized
WNEB WESTERN NEW ENG BANCORP INC 0.0%
Value ($000) $116 Shares 13,584 Est. Cost $4.54 Unrealized +60.1%
BNY MELLON STRATEGIC MUN BD FD 0.0%
Value ($000) $98 Shares 12,300 Est. Cost $8.20 Unrealized
PNNT PENNANTPARK INVT CORP 0.0%
Value ($000) $95 Shares 14,600 Est. Cost $3.68 Unrealized +1.9%
PARATEK PHARMAECEUTICALS INC 0.0%
Value ($000) $67 Shares 13,800 Est. Cost $6.81 Unrealized