Essex Financial Services, Inc. Diversified Active

CIK: 0001315785 · Show all filings

Period: Q2 2022 (← Previous) (Next →)

Filing Date: Aug 1, 2022

Total Value ($000): $898,272 (100.0% shares, 0.0% debt)

Holdings (478)

TPL TEXAS PACIFIC LAND CORPORATION COM 4.8%
Value ($000) $43,148 Shares 28,996 Est. Cost $164.19 Unrealized -5.0%
AAPL APPLE INC 4.4%
Value ($000) $39,601 Shares 289,647 Est. Cost $101.75 Unrealized +46.1%
MSFT MICROSOFT 2.7%
Value ($000) $24,497 Shares 95,383 Est. Cost $154.67 Unrealized +70.3%
QQQ INVESCO QQQ TRUST 2.6%
Value ($000) $22,973 Shares 81,965 Est. Cost $262.93 Unrealized
VOOG VANGUARD S&P 500 GROWTH ETF 2.2%
Value ($000) $19,528 Shares 89,724 Est. Cost $202.03 Unrealized
CODI COMPASS DIVERSIFIED HOLDINGS 1.9%
Value ($000) $16,975 Shares 792,500 Est. Cost $11.52 Unrealized +70.5%
CVX CHEVRON CORP NEW COM 1.7%
Value ($000) $15,200 Shares 104,986 Est. Cost $99.63 Unrealized +43.2%
VYM VANGUARD HIGH DIVIDEND YIELD 1.6%
Value ($000) $14,138 Shares 139,018 Est. Cost $94.28 Unrealized
JNJ JOHNSON & JOHNSON COM 1.5%
Value ($000) $13,440 Shares 75,715 Est. Cost $74.59 Unrealized +114.4%
PFE PFIZER INC COM 1.5%
Value ($000) $13,374 Shares 255,089 Est. Cost $26.16 Unrealized +60.5%
GOOGL GOOGLE INC 1.5%
Value ($000) $13,339 Shares 6,120 Est. Cost $77.66 Unrealized +50.5%
XOM EXXON MOBIL CORP COM 1.5%
Value ($000) $13,149 Shares 153,542 Est. Cost $55.82 Unrealized +42.6%
SPY SPDR S&P 500 ETF 1.5%
Value ($000) $13,104 Shares 34,735 Est. Cost $345.88 Unrealized
AMZN AMAZON.COM INC 1.4%
Value ($000) $12,963 Shares 122,053 Est. Cost $123.14 Unrealized +1.6%
NOBL PROSHARES TR S&P 500 ARISTOCRATS 1.2%
Value ($000) $11,167 Shares 130,826 Est. Cost $79.24 Unrealized
FANG DIAMONDBACK ENERGY INC COM 1.1%
Value ($000) $9,934 Shares 82,000 Est. Cost $95.46 Unrealized +20.8%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 1.0%
Value ($000) $8,887 Shares 32,549 Est. Cost $194.68 Unrealized +61.1%
VIG VANGUARD DIVIDEND APPRECIATION ETF 1.0%
Value ($000) $8,818 Shares 61,460 Est. Cost $141.60 Unrealized
GLD SPDR GOLD ETF 1.0%
Value ($000) $8,706 Shares 51,680 Est. Cost $169.85 Unrealized
PG PROCTER AND GAMBLE CO COM 1.0%
Value ($000) $8,535 Shares 59,357 Est. Cost $78.20 Unrealized +75.6%
UNH UNITEDHEALTH GROUP 0.9%
Value ($000) $8,510 Shares 16,568 Est. Cost $256.35 Unrealized +83.8%
LLY LILLY ELI & CO COM 0.9%
Value ($000) $8,204 Shares 25,303 Est. Cost $78.54 Unrealized +270.4%
EOG EOG RESOURCES INC 0.9%
Value ($000) $8,144 Shares 73,739 Est. Cost $87.74 Unrealized +20.5%
DVN DEVON ENERGY CORP 0.8%
Value ($000) $7,474 Shares 135,615 Est. Cost $44.53 Unrealized +22.6%
IVV ISHARES S&P 500 INDEX 0.8%
Value ($000) $7,460 Shares 19,676 Est. Cost $337.29 Unrealized
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.8%
Value ($000) $7,410 Shares 55,200 Est. Cost $122.72 Unrealized
BLFY BLUE FOUNDRY BANCORP COM 0.8%
Value ($000) $6,978 Shares 581,959 Est. Cost $13.58 Unrealized -9.1%
VTV VANGUARD VALUE ETF 0.7%
Value ($000) $6,263 Shares 47,492 Est. Cost $129.10 Unrealized
SPLV POWERSHARES SP500 LOW VOLATILITY ETF 0.7%
Value ($000) $6,226 Shares 100,413 Est. Cost $56.46 Unrealized
COP CONOCOPHILLIPS COM 0.7%
Value ($000) $6,159 Shares 68,577 Est. Cost $71.70 Unrealized +25.4%
VO VANGUARD MID CAP 0.7%
Value ($000) $6,116 Shares 31,049 Est. Cost $188.61 Unrealized
USMV ISHARES TR MSCI USA MINIMUM VOLATILITY INDEX FD 0.7%
Value ($000) $6,052 Shares 86,192 Est. Cost $62.32 Unrealized
TSLA TESLA MOTORS INC 0.7%
Value ($000) $5,990 Shares 8,895 Est. Cost $125.01 Unrealized +118.4%
PHYS SPROTT PHYSICAL GOLD TR UNIT 0.7%
Value ($000) $5,880 Shares 414,643 Est. Cost $14.84 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.6%
Value ($000) $5,799 Shares 2,651 Est. Cost $93.39 Unrealized +25.6%
PIONEER NATURAL RESOURCES CO 0.6%
Value ($000) $5,797 Shares 25,987 Est. Cost $235.86 Unrealized
JPM JPMORGAN CHASE & CO COM 0.6%
Value ($000) $5,746 Shares 51,024 Est. Cost $71.16 Unrealized +58.8%
VTI VANGUARD TOTAL STK MKT 0.6%
Value ($000) $5,658 Shares 29,995 Est. Cost $192.40 Unrealized
TMO THERMO FISHER SCIENTIFIC INC COM 0.6%
Value ($000) $5,629 Shares 10,360 Est. Cost $248.69 Unrealized +119.0%
ABBV ABBVIE INC COM 0.6%
Value ($000) $5,503 Shares 35,931 Est. Cost $54.52 Unrealized +146.0%
DGRO ISHARES CORE DIVIDEND GROWTH ETF 0.6%
Value ($000) $5,305 Shares 111,364 Est. Cost $43.82 Unrealized
FNV FRANCO NEVADA CORP COM NPV ISIN #CA3518581051 SEDOL #B29NF31 0.6%
Value ($000) $5,253 Shares 39,918 Est. Cost $133.03 Unrealized +7.4%
RTX RAYTHEON TECHNOLOGIES CORP COM 0.6%
Value ($000) $5,193 Shares 54,036 Est. Cost $62.42 Unrealized +41.8%
SDY SPDR SER TR S&P DIVID ETF 0.6%
Value ($000) $5,096 Shares 42,932 Est. Cost $108.71 Unrealized
V VISA INC 0.6%
Value ($000) $5,090 Shares 25,849 Est. Cost $137.53 Unrealized +46.2%
LNG CHENIERE ENERGY INC 0.6%
Value ($000) $5,069 Shares 38,103 Est. Cost $116.94 Unrealized +16.5%
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 0.5%
Value ($000) $4,907 Shares 12 Est. Cost $385507.78 Unrealized +22.2%
PEP PEPSICO INC COM 0.5%
Value ($000) $4,716 Shares 28,299 Est. Cost $79.97 Unrealized +87.3%
PBT PERMIAN BASIN REALTY 0.5%
Value ($000) $4,640 Shares 280,378 Est. Cost $6.20 Unrealized
HD HOME DEPOT 0.5%
Value ($000) $4,570 Shares 16,663 Est. Cost $161.04 Unrealized +67.0%
KO COCA COLA CO COM 0.5%
Value ($000) $4,345 Shares 69,060 Est. Cost $40.27 Unrealized +41.0%
SPHQ INVESCO S&P 500 QUALITY ETF 0.5%
Value ($000) $4,224 Shares 100,581 Est. Cost $45.31 Unrealized
VB VANGUARD SMALL CAP ETF 0.4%
Value ($000) $3,905 Shares 22,176 Est. Cost $190.53 Unrealized
VOO VANGUARD S&P 500 ETF 0.4%
Value ($000) $3,874 Shares 11,168 Est. Cost $322.64 Unrealized
ROP ROPER INDUSTRIES INC 0.4%
Value ($000) $3,840 Shares 9,731 Est. Cost $327.44 Unrealized +29.8%
IBM INTL BUSINESS MACHINES 0.4%
Value ($000) $3,799 Shares 26,904 Est. Cost $111.80 Unrealized +5.1%
VBR VANGUARD SMALL CAP VALUE ETF 0.4%
Value ($000) $3,745 Shares 24,996 Est. Cost $168.61 Unrealized
BAC BK OF AMERICA CORP COM 0.4%
Value ($000) $3,625 Shares 116,452 Est. Cost $14.33 Unrealized +128.5%
IJH ISHARES CORE S&P MID CAP ETF 0.4%
Value ($000) $3,620 Shares 16,000 Est. Cost $212.73 Unrealized
CVS CVS HEALTH CORP COM 0.4%
Value ($000) $3,594 Shares 38,782 Est. Cost $60.64 Unrealized +41.7%
IJR ISHARES S&P SMALLCAP 600 ETF 0.4%
Value ($000) $3,586 Shares 38,807 Est. Cost $87.64 Unrealized
IWR ISHARES TR RUSSELL MIDCAP INDEX FD 0.4%
Value ($000) $3,570 Shares 55,204 Est. Cost $69.47 Unrealized
UNP UNION PAC CORP COM 0.4%
Value ($000) $3,396 Shares 15,922 Est. Cost $141.89 Unrealized +47.2%
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.4%
Value ($000) $3,393 Shares 29,844 Est. Cost $170.29 Unrealized
FCX FREEPORT MCMORAN COPPER 0.4%
Value ($000) $3,363 Shares 114,930 Est. Cost $35.07 Unrealized +8.1%
MRK MERCK & CO INC 0.4%
Value ($000) $3,349 Shares 36,735 Est. Cost $48.70 Unrealized +62.7%
XLE ENERGY SELECT SECTOR SPDR 0.4%
Value ($000) $3,283 Shares 45,907 Est. Cost $69.97 Unrealized
ELV ELEVANCE HEALTH INC COM 0.4%
Value ($000) $3,276 Shares 6,788 Est. Cost $310.66 Unrealized +51.1%
CSCO CISCO SYS INC 0.4%
Value ($000) $3,271 Shares 76,719 Est. Cost $23.11 Unrealized +85.3%
JPST JPMORGAN ULTRA-SHORT INCOME ETF 0.4%
Value ($000) $3,245 Shares 64,788 Est. Cost $50.62 Unrealized
BMY BRISTOL-MYERS SQUIBB CO COM 0.4%
Value ($000) $3,161 Shares 41,047 Est. Cost $45.34 Unrealized +43.3%
WPM SILVER WHEATON CORP 0.3%
Value ($000) $3,131 Shares 86,912 Est. Cost $42.23 Unrealized -1.2%
FTCS FIRST TRUST CAPITAL STRENGTH ETF 0.3%
Value ($000) $3,113 Shares 44,515 Est. Cost $74.66 Unrealized
JMST JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF 0.3%
Value ($000) $2,965 Shares 58,531 Est. Cost $50.76 Unrealized
ADM ARCHER DANIELS MIDLAND CO COM 0.3%
Value ($000) $2,960 Shares 38,141 Est. Cost $58.04 Unrealized +35.2%
CTRA CABOT OIL & GAS CP COM 0.3%
Value ($000) $2,948 Shares 114,299 Est. Cost $18.81 Unrealized +36.2%
NVDA NVIDIA CORP 0.3%
Value ($000) $2,935 Shares 19,358 Est. Cost $17.99 Unrealized +4.7%
ADBE ADOBE SYS INC 0.3%
Value ($000) $2,904 Shares 7,933 Est. Cost $425.07 Unrealized -4.3%
MCD MCDONALDS CORP COM 0.3%
Value ($000) $2,871 Shares 11,629 Est. Cost $138.34 Unrealized +63.6%
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 0.3%
Value ($000) $2,784 Shares 33,225 Est. Cost $83.08 Unrealized
VZ VERIZON COMMUNICATIONS 0.3%
Value ($000) $2,745 Shares 54,087 Est. Cost $30.88 Unrealized +29.9%
RAAX VANECK INFLATION ALLOCATION ETF 0.3%
Value ($000) $2,712 Shares 109,586 Est. Cost $26.02 Unrealized
LMT LOCKHEED MARTIN CORP 0.3%
Value ($000) $2,699 Shares 6,277 Est. Cost $250.43 Unrealized +58.9%
ADP AUTOMATIC DATA PROCESSING INC COM 0.3%
Value ($000) $2,586 Shares 12,313 Est. Cost $89.57 Unrealized +126.1%
IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF 0.3%
Value ($000) $2,578 Shares 45,196 Est. Cost $62.25 Unrealized
DVY ISHARES DJ SELECT DIVIDEND 0.3%
Value ($000) $2,560 Shares 21,754 Est. Cost $116.25 Unrealized
SBR SABINE ROYALTY TRUST 0.3%
Value ($000) $2,522 Shares 41,425 Est. Cost $42.22 Unrealized
JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 0.3%
Value ($000) $2,508 Shares 45,238 Est. Cost $56.79 Unrealized
HON HONEYWELL INTL INC 0.3%
Value ($000) $2,483 Shares 14,284 Est. Cost $123.84 Unrealized +34.3%
SO SOUTHERN CO COM 0.3%
Value ($000) $2,449 Shares 34,344 Est. Cost $38.90 Unrealized +65.3%
VUG VANGUARD GROWTH ETF 0.3%
Value ($000) $2,421 Shares 10,860 Est. Cost $261.07 Unrealized
CAT CATERPILLAR INC COM 0.3%
Value ($000) $2,373 Shares 13,274 Est. Cost $137.23 Unrealized +43.8%
IVW ISHARES S&P 500 GROWTH ETF 0.3%
Value ($000) $2,340 Shares 38,771 Est. Cost $84.78 Unrealized
BX BLACKSTONE GROUP LP 0.3%
Value ($000) $2,307 Shares 25,285 Est. Cost $74.62 Unrealized +28.8%
META META PLATFORMS INC CL A 0.3%
Value ($000) $2,304 Shares 14,285 Est. Cost $180.70 Unrealized +6.0%
CI CIGNA CORP 0.2%
Value ($000) $2,222 Shares 8,430 Est. Cost $204.18 Unrealized +18.2%
ABT ABBOTT LABS COM 0.2%
Value ($000) $2,165 Shares 19,922 Est. Cost $59.06 Unrealized +79.6%
QQQJ INVESCO NASDAQ NEXT GEN 100 ETF 0.2%
Value ($000) $2,109 Shares 90,586 Est. Cost $32.29 Unrealized
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.2%
Value ($000) $2,098 Shares 29,284 Est. Cost $54.10 Unrealized
SPROTT FOCUS TR INC COM 0.2%
Value ($000) $2,094 Shares 276,987 Est. Cost $8.60 Unrealized
DIS DISNEY WALT CO COM 0.2%
Value ($000) $2,078 Shares 22,014 Est. Cost $106.35 Unrealized +2.0%
INTC INTEL CORP COM 0.2%
Value ($000) $2,067 Shares 55,252 Est. Cost $30.14 Unrealized +34.8%
VTIP VANGUARD SHORT TERM INFL-PROTECTED 0.2%
Value ($000) $2,054 Shares 40,991 Est. Cost $50.65 Unrealized
T AT&T INC COM 0.2%
Value ($000) $2,044 Shares 97,498 Est. Cost $13.04 Unrealized +25.1%
MINT PIMCO ENHANCED SHORT MATURITY ETF 0.2%
Value ($000) $2,023 Shares 20,407 Est. Cost $101.92 Unrealized
TJX TJX COS INC NEW COM 0.2%
Value ($000) $1,952 Shares 34,954 Est. Cost $47.85 Unrealized +20.0%
VXUS VANGUARD TOTAL INTL STOCK IDEX ETF 0.2%
Value ($000) $1,951 Shares 37,799 Est. Cost $55.11 Unrealized
COST COSTCO WHOLESALE CORP 0.2%
Value ($000) $1,901 Shares 3,966 Est. Cost $307.65 Unrealized +57.6%
NEE NEXTERA ENERGY INC COM 0.2%
Value ($000) $1,864 Shares 24,060 Est. Cost $63.82 Unrealized +7.9%
GD GENERAL DYNAMICS CORP COM 0.2%
Value ($000) $1,851 Shares 8,365 Est. Cost $152.56 Unrealized +39.9%
NSC NORFOLK SOUTHERN CRP 0.2%
Value ($000) $1,831 Shares 8,056 Est. Cost $93.75 Unrealized +141.6%
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $1,820 Shares 18,432 Est. Cost $63.87 Unrealized +33.7%
DE DEERE & CO COM 0.2%
Value ($000) $1,756 Shares 5,864 Est. Cost $302.35 Unrealized +15.6%
VHT VANGUARD HEALTH CARE ETF 0.2%
Value ($000) $1,738 Shares 7,381 Est. Cost $227.78 Unrealized
PNC PNC FINL SVCS GROUP INC COM 0.2%
Value ($000) $1,663 Shares 10,542 Est. Cost $108.71 Unrealized +33.9%
ORCL ORACLE CORPORATION 0.2%
Value ($000) $1,625 Shares 23,263 Est. Cost $59.78 Unrealized +16.8%
DHR DANAHER CORP 0.2%
Value ($000) $1,614 Shares 6,367 Est. Cost $204.75 Unrealized +10.5%
RIO RIO TINTO PLC SPON ADR 0.2%
Value ($000) $1,594 Shares 26,135 Est. Cost $75.16 Unrealized
EBC EASTERN BANKSHARES INC COM 0.2%
Value ($000) $1,591 Shares 86,175 Est. Cost $12.61 Unrealized +38.3%
AMGN AMGEN INC 0.2%
Value ($000) $1,560 Shares 6,413 Est. Cost $166.25 Unrealized +31.5%
PRF POWERSHARES FTSE RAFI US 1000 0.2%
Value ($000) $1,539 Shares 10,382 Est. Cost $150.75 Unrealized
PKW INVESCO BUYBACK ACHIEVERS ETF 0.2%
Value ($000) $1,539 Shares 19,851 Est. Cost $79.09 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.2%
Value ($000) $1,516 Shares 37,148 Est. Cost $45.13 Unrealized
PPG PPG INDS INC COM 0.2%
Value ($000) $1,510 Shares 13,208 Est. Cost $132.91 Unrealized -13.0%
MMM 3M CO COM 0.2%
Value ($000) $1,510 Shares 11,666 Est. Cost $100.76 Unrealized +4.4%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.2%
Value ($000) $1,496 Shares 6,838 Est. Cost $196.26 Unrealized
MO ALTRIA GROUP INC COM 0.2%
Value ($000) $1,493 Shares 35,751 Est. Cost $21.48 Unrealized +79.0%
MA MASTERCARD INC 0.2%
Value ($000) $1,436 Shares 4,552 Est. Cost $279.54 Unrealized +20.7%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.2%
Value ($000) $1,430 Shares 34,329 Est. Cost $47.57 Unrealized
FBND FIDELITY TOTAL BOND ETF 0.2%
Value ($000) $1,419 Shares 30,497 Est. Cost $53.37 Unrealized
SMDV PROSHARES RUSSELL 2000 DIVIDEND GROWERS ETF 0.2%
Value ($000) $1,415 Shares 24,086 Est. Cost $54.65 Unrealized
USB US BANCORP DEL COM NEW 0.2%
Value ($000) $1,412 Shares 30,678 Est. Cost $24.63 Unrealized +70.2%
QCOM QUALCOMM INC 0.2%
Value ($000) $1,410 Shares 11,037 Est. Cost $114.51 Unrealized +9.1%
IUSG ISHARES CORE S&P U.S. GROWTH ETF 0.2%
Value ($000) $1,396 Shares 16,681 Est. Cost $90.14 Unrealized
LAND GLADSTONE LD CORP COM 0.2%
Value ($000) $1,352 Shares 61,027 Est. Cost $29.99 Unrealized
DUK DUKE ENERGY CORP NEW COM NEW 0.1%
Value ($000) $1,347 Shares 12,559 Est. Cost $56.11 Unrealized +70.0%
SWK STANLEY BLACK & DECKER INC COM 0.1%
Value ($000) $1,336 Shares 12,736 Est. Cost $85.17 Unrealized +25.2%
CMCSA COMCAST CORP NEW CL A 0.1%
Value ($000) $1,301 Shares 33,144 Est. Cost $35.88 Unrealized +6.9%
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $1,293 Shares 4,354 Est. Cost $190.27 Unrealized +49.0%
SLB SCHLUMBERGER LTD COM STK 0.1%
Value ($000) $1,291 Shares 36,104 Est. Cost $30.05 Unrealized +27.4%
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $1,287 Shares 7,049 Est. Cost $119.07 Unrealized +28.8%
IWD ISHARES RUSSELL 1000 VALUE ETF 0.1%
Value ($000) $1,284 Shares 8,859 Est. Cost $137.39 Unrealized
PFF ISHARES S&P U.S. PREFERRED STOCK ETF 0.1%
Value ($000) $1,279 Shares 38,897 Est. Cost $37.17 Unrealized
DOW DOW INC COM 0.1%
Value ($000) $1,274 Shares 24,694 Est. Cost $43.57 Unrealized +18.9%
FENY FIDELITY MSCI ENERGY INDEX ETF 0.1%
Value ($000) $1,245 Shares 64,155 Est. Cost $19.82 Unrealized
CARR CARRIER GLOBAL CORPORATION COM 0.1%
Value ($000) $1,220 Shares 34,210 Est. Cost $26.35 Unrealized +41.5%
SGOL ETFS GOLD TRUST ETF 0.1%
Value ($000) $1,201 Shares 69,330 Est. Cost $16.99 Unrealized
SBUX STARBUCKS CORP 0.1%
Value ($000) $1,200 Shares 15,708 Est. Cost $61.64 Unrealized +14.2%
REGL PROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETF 0.1%
Value ($000) $1,187 Shares 17,591 Est. Cost $55.91 Unrealized
VFH VANGUARD FINANCIALS ETF 0.1%
Value ($000) $1,187 Shares 15,375 Est. Cost $66.38 Unrealized
VGT VANGUARD INFORMATION TECHNOLOGY 0.1%
Value ($000) $1,178 Shares 3,607 Est. Cost $362.83 Unrealized
TRV TRAVELERS COMPANIES INC COM 0.1%
Value ($000) $1,172 Shares 6,930 Est. Cost $127.57 Unrealized +26.8%
WMT WALMART INC COM 0.1%
Value ($000) $1,166 Shares 9,588 Est. Cost $34.67 Unrealized +27.0%
MDT MEDTRONIC PLC SHS 0.1%
Value ($000) $1,161 Shares 12,932 Est. Cost $76.34 Unrealized +18.4%
O REALTY INCOME CORP 0.1%
Value ($000) $1,157 Shares 16,954 Est. Cost $41.69 Unrealized +35.5%
IVE ISHARES S&P 500 VALUE ETF 0.1%
Value ($000) $1,155 Shares 8,401 Est. Cost $134.35 Unrealized
XOP SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF 0.1%
Value ($000) $1,155 Shares 9,663 Est. Cost $96.73 Unrealized
CNQ CANADIAN NATURAL RESOURCES LTD 0.1%
Value ($000) $1,151 Shares 21,441 Est. Cost $22.24 Unrealized +15.1%
DIA SPDR DOW JONES INDUSTRIAL ETF 0.1%
Value ($000) $1,151 Shares 3,739 Est. Cost $273.06 Unrealized
COPX GLOBAL X COPPER MINERS ETF 0.1%
Value ($000) $1,150 Shares 37,851 Est. Cost $42.47 Unrealized
LDUR PIMCO ENHANCED LOW DURATION ACTIVE EXCHANGE-TRADED FUND 0.1%
Value ($000) $1,147 Shares 11,944 Est. Cost $96.03 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.1%
Value ($000) $1,139 Shares 6,727 Est. Cost $185.74 Unrealized
MTB M & T BK CORP COM 0.1%
Value ($000) $1,126 Shares 7,065 Est. Cost $149.08 Unrealized 0.0%
AMLP ALPS TRUST ETF ALERIAN MLP 0.1%
Value ($000) $1,114 Shares 32,331 Est. Cost $35.80 Unrealized
IDXX IDEXX LABS INC 0.1%
Value ($000) $1,102 Shares 3,142 Est. Cost $296.30 Unrealized +37.6%
OTIS OTIS WORLDWIDE CORP COM 0.1%
Value ($000) $1,098 Shares 15,532 Est. Cost $57.21 Unrealized +21.4%
ES EVERSOURCE ENERGY COM 0.1%
Value ($000) $1,087 Shares 12,864 Est. Cost $50.79 Unrealized +50.3%
CL COLGATE PALMOLIVE CO COM 0.1%
Value ($000) $1,084 Shares 13,521 Est. Cost $65.08 Unrealized +10.4%
AXP AMERICAN EXPRESS CO COM 0.1%
Value ($000) $1,081 Shares 7,795 Est. Cost $129.72 Unrealized +21.5%
GE GENERAL ELECTRIC CO COM NEW 0.1%
Value ($000) $1,066 Shares 16,748 Est. Cost $61.56 Unrealized -22.7%
TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD 0.1%
Value ($000) $1,063 Shares 13,008 Est. Cost $69.36 Unrealized
FCG FIRST TR ISE REVERE NAT GAS INDEX FD 0.1%
Value ($000) $1,054 Shares 48,104 Est. Cost $21.91 Unrealized
IWP ISHARES RUSSELL MIDCAP GROWTH ETF 0.1%
Value ($000) $1,046 Shares 13,207 Est. Cost $109.09 Unrealized
ALL ALLSTATE CORP 0.1%
Value ($000) $1,045 Shares 8,246 Est. Cost $96.68 Unrealized +24.1%
XLF FINANCIAL SELECT SECTOR SPDR 0.1%
Value ($000) $1,017 Shares 32,348 Est. Cost $32.03 Unrealized
RPG IS GUGGENHEIM S&P 500 PURE GROWTH EFT 0.1%
Value ($000) $1,013 Shares 6,860 Est. Cost $151.41 Unrealized
CME CHICAGO MERCANTILE HLDGS INC 0.1%
Value ($000) $1,009 Shares 4,929 Est. Cost $169.76 Unrealized +7.2%
SON SONOCO PRODS CO COM 0.1%
Value ($000) $1,004 Shares 17,608 Est. Cost $39.83 Unrealized +29.6%
CMI CUMMINS INC COM 0.1%
Value ($000) $984 Shares 5,086 Est. Cost $170.61 Unrealized +7.3%
C CITIGROUP INC 0.1%
Value ($000) $984 Shares 21,387 Est. Cost $47.69 Unrealized -8.2%
LOW LOWES COS INC COM 0.1%
Value ($000) $981 Shares 5,613 Est. Cost $127.98 Unrealized +40.3%
BHP BHP GROUP LTD SPONSORED ADS 0.1%
Value ($000) $971 Shares 17,290 Est. Cost $72.32 Unrealized
SOXX ISHARES SEMICONDUCTOR FUND 0.1%
Value ($000) $965 Shares 2,759 Est. Cost $486.77 Unrealized
BA BOEING CO COM 0.1%
Value ($000) $961 Shares 7,027 Est. Cost $144.84 Unrealized +1.8%
CNI CANADIAN NATIONAL RAILWAY CO 0.1%
Value ($000) $956 Shares 8,502 Est. Cost $116.80 Unrealized -7.0%
IXN ISHARES TRUST S&P GLOBAL INFO TECHNOLOGY 0.1%
Value ($000) $948 Shares 20,734 Est. Cost $67.73 Unrealized
AMT AMERICAN TOWER CORP 0.1%
Value ($000) $929 Shares 3,634 Est. Cost $195.13 Unrealized +13.9%
VDE VANGUARD ENERGY 0.1%
Value ($000) $922 Shares 9,265 Est. Cost $92.24 Unrealized
TD TORONTO DOMINION BANK 0.1%
Value ($000) $922 Shares 14,054 Est. Cost $49.04 Unrealized +48.1%
CACI CACI INTL INC CL A 0.1%
Value ($000) $920 Shares 3,266 Est. Cost $258.40 Unrealized +7.7%
IYW ISHARES DJ US TECHNOLOGY 0.1%
Value ($000) $915 Shares 11,446 Est. Cost $101.25 Unrealized
GWW GRAINGER W W INC COM 0.1%
Value ($000) $914 Shares 2,010 Est. Cost $337.09 Unrealized +39.3%
L LOEWS CORP COM 0.1%
Value ($000) $904 Shares 15,255 Est. Cost $55.04 Unrealized +12.9%
MCK MCKESSON CORP 0.1%
Value ($000) $900 Shares 2,759 Est. Cost $164.50 Unrealized +90.9%
WM WASTE MANAGEMENT INC 0.1%
Value ($000) $889 Shares 5,811 Est. Cost $92.09 Unrealized +60.6%
WBS WEBSTER FINL CORP CONN 0.1%
Value ($000) $872 Shares 20,691 Est. Cost $35.20 Unrealized +36.8%
BMO BANK OF MONTREAL 0.1%
Value ($000) $866 Shares 9,000 Est. Cost $81.61 Unrealized +11.4%
IBB ISHARES NASDAQ BIOTECHNOLOGY 0.1%
Value ($000) $865 Shares 7,357 Est. Cost $135.20 Unrealized
STZ CONSTELLATION BRANDS INC CL A 0.1%
Value ($000) $860 Shares 3,689 Est. Cost $142.84 Unrealized +59.9%
UNILEVER PLC SPON ADR NEW 0.1%
Value ($000) $828 Shares 18,056 Est. Cost $54.03 Unrealized
EMR EMERSON ELEC CO COM 0.1%
Value ($000) $826 Shares 10,388 Est. Cost $55.73 Unrealized +46.9%
IDV ISHARES INTERNATIONAL SELECT DIVIDEND ETF 0.1%
Value ($000) $826 Shares 30,399 Est. Cost $30.84 Unrealized
VCSH VANGUARD SHORT TERM CORP BOND FD ETF 0.1%
Value ($000) $816 Shares 10,696 Est. Cost $81.91 Unrealized
CB CHUBB LIMITED COM 0.1%
Value ($000) $814 Shares 4,139 Est. Cost $112.59 Unrealized +74.3%
SPHD INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF 0.1%
Value ($000) $810 Shares 18,351 Est. Cost $37.10 Unrealized
CSX CSX CORP 0.1%
Value ($000) $808 Shares 27,800 Est. Cost $29.06 Unrealized +6.5%
VNQ VANGUARD REIT INDEX ETF 0.1%
Value ($000) $803 Shares 8,813 Est. Cost $99.14 Unrealized
TGT TARGET CORP COM 0.1%
Value ($000) $799 Shares 5,659 Est. Cost $147.94 Unrealized +15.0%
APD AIR PRODS & CHEMS INC COM 0.1%
Value ($000) $794 Shares 3,302 Est. Cost $188.04 Unrealized +17.5%
KKR KKR & CO LP 0.1%
Value ($000) $786 Shares 16,983 Est. Cost $45.99 Unrealized +10.7%
AMD ADVANCED MICRO DEVICES INC COM 0.1%
Value ($000) $781 Shares 10,209 Est. Cost $92.11 Unrealized +1.6%
VOOV VANGUARD S&P 500 VALUE ETF 0.1%
Value ($000) $777 Shares 5,845 Est. Cost $133.72 Unrealized
AVGO AVAGO TECHNOLOGIES LTD 0.1%
Value ($000) $774 Shares 1,593 Est. Cost $27.70 Unrealized +89.2%
FHLC FIDELITY MSCI HEALTH CARE INDEX ETF 0.1%
Value ($000) $766 Shares 12,621 Est. Cost $62.41 Unrealized
LHX L3HARRIS TECHNOLOGIES INC COM 0.1%
Value ($000) $748 Shares 3,093 Est. Cost $195.55 Unrealized +14.3%
TOTL SPDR DOUBLELINE TOTAL RETURN TACTICAL ETF 0.1%
Value ($000) $743 Shares 17,624 Est. Cost $47.30 Unrealized
ACN ACCENTURE LTD BERMUDA CL A 0.1%
Value ($000) $737 Shares 2,653 Est. Cost $136.94 Unrealized +107.8%
VGK VANGUARD EUROPEAN 0.1%
Value ($000) $737 Shares 13,949 Est. Cost $64.27 Unrealized
VXF VANGUARD EXTENDED MARKET ETF 0.1%
Value ($000) $725 Shares 5,530 Est. Cost $185.23 Unrealized
PSX PHILLIPS 66 0.1%
Value ($000) $721 Shares 8,790 Est. Cost $76.40 Unrealized +5.9%
MOS MOSAIC CO 0.1%
Value ($000) $712 Shares 15,070 Est. Cost $41.20 Unrealized +35.4%
WFC WELLS FARGO CO NEW COM 0.1%
Value ($000) $709 Shares 18,093 Est. Cost $32.53 Unrealized +22.8%
PDBC INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NOA K-1A ETF 0.1%
Value ($000) $709 Shares 39,300 Est. Cost $17.64 Unrealized
VT VANGUARD TOTAL WORLD STOCK ETF 0.1%
Value ($000) $709 Shares 8,307 Est. Cost $100.54 Unrealized
IRM IRON MOUNTAIN INC 0.1%
Value ($000) $706 Shares 14,492 Est. Cost $26.92 Unrealized +70.0%
BSV VANGUARD SHORT TERM BOND 0.1%
Value ($000) $699 Shares 9,098 Est. Cost $81.49 Unrealized
CCI CROWN CASTLE INTL CORP 0.1%
Value ($000) $697 Shares 4,140 Est. Cost $122.90 Unrealized +22.2%
WMB WILLIAMS COS INC COM 0.1%
Value ($000) $696 Shares 22,311 Est. Cost $21.54 Unrealized +35.6%
MDLZ MONDELEZ INTL INC CL A 0.1%
Value ($000) $691 Shares 11,121 Est. Cost $42.02 Unrealized +36.2%
SLV ISHARES SILVER TRUST ETF 0.1%
Value ($000) $686 Shares 36,793 Est. Cost $24.22 Unrealized
FUTY FIDELITY MSCI UTILITIES INDEX ETF 0.1%
Value ($000) $686 Shares 15,192 Est. Cost $46.34 Unrealized
ILCG ISHARES MORNINGSTAR GROWTH ETF 0.1%
Value ($000) $680 Shares 13,569 Est. Cost $102.33 Unrealized
NVS NOVARTIS AG ADR 0.1%
Value ($000) $661 Shares 7,819 Est. Cost $80.39 Unrealized
MS MORGAN STANLEY 0.1%
Value ($000) $661 Shares 8,691 Est. Cost $84.33 Unrealized -14.1%
VV VANGUARD LARGE CAP 0.1%
Value ($000) $655 Shares 3,800 Est. Cost $163.78 Unrealized
PAVE GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF 0.1%
Value ($000) $652 Shares 28,631 Est. Cost $25.72 Unrealized
KRP KIMBELL RTY PARTNERS LP UNIT 0.1%
Value ($000) $637 Shares 40,598 Est. Cost $12.92 Unrealized
BOND PIMCO ACTIVE BOND EXCHANGE-TRADED FUND 0.1%
Value ($000) $631 Shares 6,625 Est. Cost $106.98 Unrealized
MDY S & P MID CAP 400 DEP RCPTS MID CAP 0.1%
Value ($000) $630 Shares 1,523 Est. Cost $386.01 Unrealized
CRM SALESFORCE COM 0.1%
Value ($000) $629 Shares 3,814 Est. Cost $145.74 Unrealized +19.8%
ARCC ARES CAPITAL CORP COM 0.1%
Value ($000) $626 Shares 34,924 Est. Cost $10.80 Unrealized +28.2%
IAK ISHARES TR DOW JONESUS INS INDEX FD 0.1%
Value ($000) $620 Shares 7,478 Est. Cost $87.37 Unrealized
EFAV ISHARES MSCI EAFE MIN VOL FACTOR ETF 0.1%
Value ($000) $617 Shares 9,744 Est. Cost $70.39 Unrealized
VLO VALERO ENERGY CORP 0.1%
Value ($000) $617 Shares 5,801 Est. Cost $87.30 Unrealized +21.3%
PXE INVESCO DYNAMIC ENERGY EXPLORATION & PRODUCTION ETF 0.1%
Value ($000) $616 Shares 23,991 Est. Cost $27.36 Unrealized
EPD ENTERPRISE PRODS PARTNERS L P 0.1%
Value ($000) $612 Shares 25,100 Est. Cost $37.99 Unrealized
LABORATORY CORP OF AMERICA 0.1%
Value ($000) $609 Shares 2,600 Est. Cost $121.59 Unrealized
DEO DIAGEO PLC 0.1%
Value ($000) $601 Shares 3,449 Est. Cost $143.46 Unrealized
KMB KIMBERLY-CLARK CORP COM 0.1%
Value ($000) $589 Shares 4,357 Est. Cost $90.92 Unrealized +26.2%
FAST FASTENAL CO 0.1%
Value ($000) $584 Shares 11,706 Est. Cost $21.85 Unrealized +12.7%
NKE NIKE INC CLASS B 0.1%
Value ($000) $580 Shares 5,671 Est. Cost $77.75 Unrealized +43.1%
AWR AMER STATES WTR CO COM 0.1%
Value ($000) $571 Shares 7,004 Est. Cost $64.99 Unrealized +14.4%
SYY SYSCO CORP COM 0.1%
Value ($000) $567 Shares 6,694 Est. Cost $37.61 Unrealized +101.4%
ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 0.1%
Value ($000) $561 Shares 5,656 Est. Cost $99.19 Unrealized
CF CF INDUSTRIES HOLDINGS, INC. 0.1%
Value ($000) $550 Shares 6,411 Est. Cost $77.50 Unrealized +15.8%
ISRG INTUITIVE SURGICAL, INC. 0.1%
Value ($000) $549 Shares 2,733 Est. Cost $322.31 Unrealized -27.2%
EEM ISHARES MSCI EMERGING MARKETS ETF 0.1%
Value ($000) $546 Shares 13,615 Est. Cost $47.44 Unrealized
KMI KINDER MORGAN INC 0.1%
Value ($000) $545 Shares 32,523 Est. Cost $16.05 Unrealized -4.6%
VPU VANGUARD UTILITIES 0.1%
Value ($000) $545 Shares 3,580 Est. Cost $141.34 Unrealized
MDYG SPDR S&P 400 MID CAP GROWTH ETF 0.1%
Value ($000) $539 Shares 8,840 Est. Cost $72.72 Unrealized
DON WISDOMTREE MIDCAP DIVIDEND 0.1%
Value ($000) $539 Shares 13,838 Est. Cost $43.29 Unrealized
XT ISHARES EXPONENTIAL TECHNOLOGIES ETF 0.1%
Value ($000) $539 Shares 11,249 Est. Cost $54.35 Unrealized
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 0.1%
Value ($000) $528 Shares 4,728 Est. Cost $137.83 Unrealized
AWK AMERICAN WATER WORKS CO 0.1%
Value ($000) $526 Shares 3,538 Est. Cost $110.10 Unrealized +28.1%
LINDE PLC SHS 0.1%
Value ($000) $524 Shares 1,823 Est. Cost $275.83 Unrealized
SYK STRYKER CORP 0.1%
Value ($000) $521 Shares 2,619 Est. Cost $164.82 Unrealized +37.1%
BLACKROCK INC 0.1%
Value ($000) $517 Shares 849 Est. Cost $580.66 Unrealized
ZTS ZOETIS INC COM CL A 0.1%
Value ($000) $513 Shares 2,986 Est. Cost $170.10 Unrealized -2.0%
BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 0.1%
Value ($000) $512 Shares 10,336 Est. Cost $52.80 Unrealized
F FORD MOTOR COMPANY 0.1%
Value ($000) $509 Shares 45,765 Est. Cost $11.68 Unrealized -9.7%
BK BANK NEW YORK MELLON CORP COM 0.1%
Value ($000) $499 Shares 11,959 Est. Cost $33.06 Unrealized +21.2%
ORLY O REILLY AUTOMOTIVE INC 0.1%
Value ($000) $494 Shares 781 Est. Cost $15.05 Unrealized +185.8%
XMLV INVESCO S&P MIDCAP LOW VOLATILITY ETF 0.1%
Value ($000) $489 Shares 9,510 Est. Cost $58.26 Unrealized
IUSV ISHARES CORE S&P U.S. VALUE ETF 0.1%
Value ($000) $488 Shares 7,303 Est. Cost $71.19 Unrealized
MAR MARRIOTT INTL INC 0.1%
Value ($000) $486 Shares 3,574 Est. Cost $130.11 Unrealized +22.6%
BUNGE LIMITED F 0.1%
Value ($000) $484 Shares 5,335 Est. Cost $81.89 Unrealized
BDX BECTON DICKINSON & CO COM 0.1%
Value ($000) $483 Shares 1,958 Est. Cost $134.45 Unrealized +77.4%
MOO MARKET VECTORS ETF TRUST AGRIBUSINESS 0.1%
Value ($000) $482 Shares 5,568 Est. Cost $91.20 Unrealized
ICLN ISHARES S&P GLOBAL CLEAN ENERGY INDEX FUND 0.1%
Value ($000) $477 Shares 25,016 Est. Cost $24.16 Unrealized
QQQM INVESCO NASDAQ 100 ETF 0.1%
Value ($000) $475 Shares 4,119 Est. Cost $146.45 Unrealized
CGDV CAPITAL GROUP DIVIDEND VALUE ETF 0.1%
Value ($000) $474 Shares 21,217 Est. Cost $22.34 Unrealized
GDX MARKET VECTORS GOLD MINERS INDEX ETF 0.1%
Value ($000) $464 Shares 16,953 Est. Cost $34.06 Unrealized
ARKQ ARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETF 0.1%
Value ($000) $464 Shares 9,266 Est. Cost $76.79 Unrealized
VIGI VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF 0.1%
Value ($000) $461 Shares 6,725 Est. Cost $82.97 Unrealized
TFC TRUIST FINL CORP COM 0.1%
Value ($000) $460 Shares 9,700 Est. Cost $49.80 Unrealized -18.1%
GTY GETTY RLTY CORP NEW 0.1%
Value ($000) $453 Shares 17,111 Est. Cost $25.43 Unrealized
IWS ISHARES RUSSELL MIDCAP VALUE INDEX 0.0%
Value ($000) $443 Shares 4,356 Est. Cost $83.26 Unrealized
AMP AMERIPRISE FINANCIAL INC. 0.0%
Value ($000) $439 Shares 1,845 Est. Cost $235.22 Unrealized +8.0%
NEM NEWMONT CORP COM 0.0%
Value ($000) $439 Shares 7,361 Est. Cost $58.50 Unrealized +8.2%
LAMR LAMAR ADVERTISING CO A CLASS A 0.0%
Value ($000) $436 Shares 4,952 Est. Cost $88.05 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 0.0%
Value ($000) $436 Shares 7,407 Est. Cost $57.73 Unrealized
CIBR FIRST TRUST NASDAQ CEA CYBERSECURITY ETF 0.0%
Value ($000) $433 Shares 10,764 Est. Cost $47.17 Unrealized
IJS ISHARES S&P SMALLCAP 600 VALUE ETF 0.0%
Value ($000) $433 Shares 4,867 Est. Cost $100.98 Unrealized
GDXJ MARKET VECTORS ETF TR JR GOLD MINERS ETF NEW 0.0%
Value ($000) $431 Shares 13,454 Est. Cost $39.68 Unrealized
PEG PUBLIC SVC ENTERPRISE GRP INC COM 0.0%
Value ($000) $431 Shares 6,815 Est. Cost $48.71 Unrealized +23.3%
RPV INVESCO S&P 500 PURE VALUE ETF 0.0%
Value ($000) $430 Shares 5,723 Est. Cost $82.62 Unrealized
KAYNE ANDERSON MLP INVT CO 0.0%
Value ($000) $430 Shares 51,300 Est. Cost $8.38 Unrealized
SBLK STAR BULK CARRIERS CORP. SHS PAR 0.0%
Value ($000) $421 Shares 16,840 Est. Cost $22.77 Unrealized +27.3%
AMBP ARDAGH METAL PACKAGING S A SHS 0.0%
Value ($000) $420 Shares 68,895 Est. Cost $4.65 Unrealized 0.0%
KEY KEYCORP COM 0.0%
Value ($000) $418 Shares 24,285 Est. Cost $10.72 Unrealized +48.4%
DLS WISDOMTREE INTL SMALLCAP DIVIDEND 0.0%
Value ($000) $418 Shares 7,157 Est. Cost $74.61 Unrealized
CGUS CAPITAL GROUP CORE EQUITY ETF 0.0%
Value ($000) $417 Shares 19,225 Est. Cost $21.69 Unrealized
EQNR STATOIL ASA SPONSORED ADR CMN 0.0%
Value ($000) $416 Shares 11,961 Est. Cost $37.50 Unrealized
KRE KBW REGIONAL BANKINGETF 0.0%
Value ($000) $414 Shares 7,127 Est. Cost $67.12 Unrealized
SLYG SPDR SER TR DJ WILSHIRE SMALL CAP GROWTH ETF 0.0%
Value ($000) $413 Shares 5,861 Est. Cost $86.45 Unrealized
ITW ILLINOIS TOOL WKS INC COM 0.0%
Value ($000) $413 Shares 2,264 Est. Cost $152.70 Unrealized +19.8%
ATLASSIAN CORP PLC CL A 0.0%
Value ($000) $411 Shares 2,191 Est. Cost $205.41 Unrealized
VOE VANGUARD INDEX FDS MID-CAP VALUE INDEX VIPER SHS ETF 0.0%
Value ($000) $409 Shares 3,161 Est. Cost $141.08 Unrealized
AIN ALBANY INTL CORP NEWCL A 0.0%
Value ($000) $404 Shares 5,128 Est. Cost $75.39 Unrealized +3.1%
SPYG SPDR PORTFOLIO S&P 500 GROWTH ETF 0.0%
Value ($000) $398 Shares 7,608 Est. Cost $54.03 Unrealized
ETN EATON CORP PLC SHS 0.0%
Value ($000) $397 Shares 3,153 Est. Cost $113.90 Unrealized +16.4%
ACWI ISHARES TR MSCI ACWIINDEX FD 0.0%
Value ($000) $397 Shares 4,738 Est. Cost $93.94 Unrealized
NOC NORTHROP GRUMMAN CORP COM 0.0%
Value ($000) $390 Shares 815 Est. Cost $351.92 Unrealized +23.0%
PID POWERSHARES INTL DIVID ACHIEVERS PORT 0.0%
Value ($000) $388 Shares 22,647 Est. Cost $13.62 Unrealized
OKE ONEOK INC NEW COM 0.0%
Value ($000) $387 Shares 6,976 Est. Cost $32.98 Unrealized +62.0%
HTGC HERCULES CAPITAL INC COM 0.0%
Value ($000) $382 Shares 28,305 Est. Cost $13.45 Unrealized +16.2%
BKNG PRICELINE.COM INC 0.0%
Value ($000) $367 Shares 210 Est. Cost $2193.11 Unrealized -4.3%
EXC EXELON CORP COM 0.0%
Value ($000) $367 Shares 8,107 Est. Cost $23.36 Unrealized +76.5%
TRP TC ENERGY CORP COM 0.0%
Value ($000) $366 Shares 7,070 Est. Cost $36.94 Unrealized +24.9%
MAGELLAN MIDSTREAM PARTNERS LP 0.0%
Value ($000) $365 Shares 7,644 Est. Cost $48.89 Unrealized
HSY HERSHEY CO COM 0.0%
Value ($000) $364 Shares 1,692 Est. Cost $69.30 Unrealized +186.7%
EASTERLY GOVT PPTYS INC COM 0.0%
Value ($000) $362 Shares 19,020 Est. Cost $19.03 Unrealized
AMAT APPLIED MATLS INC COM 0.0%
Value ($000) $358 Shares 3,929 Est. Cost $121.89 Unrealized -13.0%
WU WESTERN UNION COMPANY 0.0%
Value ($000) $357 Shares 21,685 Est. Cost $17.56 Unrealized
RJF RAYMOND JAMES FINL INC 0.0%
Value ($000) $349 Shares 3,908 Est. Cost $66.25 Unrealized +40.0%
ASML ASML HOLDING N V N Y REGISTRY SHS 0.0%
Value ($000) $348 Shares 731 Est. Cost $765.27 Unrealized
TOTAL SA ADR 0.0%
Value ($000) $346 Shares 6,572 Est. Cost $43.34 Unrealized
LUMN LUMEN TECHNOLOGIES INC COM 0.0%
Value ($000) $344 Shares 31,522 Est. Cost $10.91 Unrealized -0.8%
EFA ISHARES MSCI EAFE ETF 0.0%
Value ($000) $344 Shares 5,503 Est. Cost $68.09 Unrealized
NTR NUTRIEN LTD COM 0.0%
Value ($000) $343 Shares 4,301 Est. Cost $86.43 Unrealized 0.0%
CTVA CORTEVA INC COM 0.0%
Value ($000) $342 Shares 6,323 Est. Cost $26.48 Unrealized +110.7%
DOV DOVER CORP COM 0.0%
Value ($000) $340 Shares 2,798 Est. Cost $54.25 Unrealized +137.9%
BF/B BROWN FORMAN CORP CL B 0.0%
Value ($000) $339 Shares 4,837 Est. Cost $45.65 Unrealized +37.0%
SMMU PIMCO SHORT TERM MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND 0.0%
Value ($000) $337 Shares 6,800 Est. Cost $49.56 Unrealized
FDX FEDEX CORP 0.0%
Value ($000) $335 Shares 1,477 Est. Cost $197.99 Unrealized -0.6%
AEO AMERICAN EAGLE OUTFITTERS 0.0%
Value ($000) $334 Shares 29,899 Est. Cost $12.69 Unrealized 0.0%
XBI SPDR BIOTECH ETF 0.0%
Value ($000) $330 Shares 4,438 Est. Cost $107.08 Unrealized
EATON VANCE TAX MANAGED BUY WRITE 0.0%
Value ($000) $325 Shares 24,043 Est. Cost $14.10 Unrealized
EWX SPDR INDEX SHS FDS S&P EMERGING MKTS SM CAP ETF 0.0%
Value ($000) $324 Shares 6,650 Est. Cost $61.35 Unrealized
ARKK ARK INNOVATION ETF 0.0%
Value ($000) $322 Shares 8,061 Est. Cost $106.07 Unrealized
GLDM SPDR GOLD MINISHARES TRUST 0.0%
Value ($000) $318 Shares 8,864 Est. Cost $38.28 Unrealized
GLW CORNING INC COM 0.0%
Value ($000) $318 Shares 10,107 Est. Cost $31.34 Unrealized -0.9%
YUM YUM! BRANDS INC 0.0%
Value ($000) $316 Shares 2,783 Est. Cost $101.21 Unrealized +7.1%
KWEB KRANESHARES CSI CHINA INTERNET ETF 0.0%
Value ($000) $316 Shares 9,641 Est. Cost $51.64 Unrealized
BROOKFIELD ASSET MGMT INC COM VOTING 0.0%
Value ($000) $314 Shares 7,054 Est. Cost $54.69 Unrealized
INTU INTUIT INC 0.0%
Value ($000) $307 Shares 797 Est. Cost $328.40 Unrealized +23.2%
PSA PUBLIC STORAGE INC 0.0%
Value ($000) $306 Shares 978 Est. Cost $236.96 Unrealized +21.9%
BIP BROOKFIELD INFRASTRUCTURE PARTNERS LPISIN #BMG162521014 SEDOL #B2NHY98 0.0%
Value ($000) $306 Shares 7,997 Est. Cost $54.69 Unrealized
NY COMMUNITY BANCORP INC 0.0%
Value ($000) $305 Shares 33,385 Est. Cost $10.67 Unrealized
GIS GENERAL MLS INC COM 0.0%
Value ($000) $302 Shares 4,005 Est. Cost $39.31 Unrealized +57.3%
MPT MEDICAL PROPERTIES TRUST INC 0.0%
Value ($000) $298 Shares 19,540 Est. Cost $19.42 Unrealized
D DOMINION RESOURCES INC 0.0%
Value ($000) $297 Shares 3,716 Est. Cost $62.95 Unrealized +10.2%
NNN NATIONAL RETAIL PPTYS 0.0%
Value ($000) $296 Shares 6,884 Est. Cost $43.00 Unrealized
KBE SPDR S&P BANK ETF 0.0%
Value ($000) $295 Shares 6,712 Est. Cost $43.12 Unrealized
CANADIAN PAC RAILWAYLTD 0.0%
Value ($000) $294 Shares 4,215 Est. Cost $71.99 Unrealized
UMPQUA HOLDINGS CORP 0.0%
Value ($000) $291 Shares 17,360 Est. Cost $16.76 Unrealized
ANEW PROSHARES MSCI TRANSFORMATIONAL CHANGES ETF 0.0%
Value ($000) $290 Shares 9,092 Est. Cost $42.98 Unrealized
EQT EQT CORP COM 0.0%
Value ($000) $289 Shares 8,410 Est. Cost $19.07 Unrealized +104.7%
IAU ISHARES GOLD TRUST ETF 0.0%
Value ($000) $288 Shares 8,398 Est. Cost $33.69 Unrealized
IEMG ISHARES CORE MSCI EMERGING MKTS 0.0%
Value ($000) $287 Shares 5,844 Est. Cost $66.48 Unrealized
WBD WARNER BROS DISCOVERY INC COM SER A 0.0%
Value ($000) $287 Shares 21,393 Est. Cost $18.55 Unrealized 0.0%
HPQ HP INC COM 0.0%
Value ($000) $287 Shares 8,770 Est. Cost $23.35 Unrealized +37.3%
LBRDK LIBERTY BROADBAND CORP COM SER C 0.0%
Value ($000) $286 Shares 2,477 Est. Cost $150.86 Unrealized -24.4%
MRSH MARSH & MCLENNAN COS INC COM 0.0%
Value ($000) $285 Shares 1,834 Est. Cost $131.65 Unrealized +15.2%
PGR PROGRESSIVE CORP COM 0.0%
Value ($000) $283 Shares 2,438 Est. Cost $89.80 Unrealized +15.1%
TE CONNECTIVITY LTD 0.0%
Value ($000) $283 Shares 2,500 Est. Cost $121.98 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR 0.0%
Value ($000) $282 Shares 2,198 Est. Cost $129.11 Unrealized
DINO HF SINCLAIR CORP COM 0.0%
Value ($000) $282 Shares 6,237 Est. Cost $38.78 Unrealized 0.0%
PGF POWERSHARES FINANCIAL PREFERRED ETF 0.0%
Value ($000) $280 Shares 18,028 Est. Cost $18.33 Unrealized
AZN ASTRAZENECA PLC- SPONS ADR 0.0%
Value ($000) $280 Shares 4,232 Est. Cost $59.98 Unrealized
JCI JOHNSON CTLS INC 0.0%
Value ($000) $280 Shares 5,849 Est. Cost $54.18 Unrealized -4.4%
DNOV FT CBOE VEST U.S. EQUITY DEEP BUFFER ETF - NOVEMBER 0.0%
Value ($000) $280 Shares 8,660 Est. Cost $34.64 Unrealized
SCCO SOUTHERN PERU COPPER CORP 0.0%
Value ($000) $279 Shares 5,594 Est. Cost $49.30 Unrealized +4.3%
FDVV FIDELITY HIGH DIVIDEND ETF 0.0%
Value ($000) $278 Shares 7,734 Est. Cost $38.79 Unrealized
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $276 Shares 4,967 Est. Cost $25.69 Unrealized -1.4%
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value ($000) $275 Shares 2,863 Est. Cost $67.78 Unrealized +27.8%
FISV FISERV INC 0.0%
Value ($000) $274 Shares 3,082 Est. Cost $115.57 Unrealized -16.1%
XLG RYDEX RUSSELL TOP 50 ETF 0.0%
Value ($000) $274 Shares 957 Est. Cost $284.97 Unrealized
GNTX GENTEX CORP 0.0%
Value ($000) $274 Shares 9,800 Est. Cost $25.06 Unrealized +16.1%
CWEN/A CLEARWAY ENERGY INC CL A 0.0%
Value ($000) $273 Shares 8,537 Est. Cost $25.67 Unrealized -2.2%
RSPM INVESCO S&P 500 EQUAL WEIGHT MATERIALS ETF 0.0%
Value ($000) $272 Shares 1,758 Est. Cost $154.72 Unrealized
BGS B&G FOODS INC CLASS A 0.0%
Value ($000) $272 Shares 11,432 Est. Cost $17.11 Unrealized 0.0%
EQRR PROSHARES EQUITIES FOR RISING RATES ETF 0.0%
Value ($000) $271 Shares 6,034 Est. Cost $44.91 Unrealized
UNM UNUM GROUP 0.0%
Value ($000) $269 Shares 7,913 Est. Cost $28.28 Unrealized +19.7%
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $269 Shares 2,809 Est. Cost $74.80 Unrealized +18.3%
DMLP DORCHESTER MINERALS LP COM UNIT 0.0%
Value ($000) $268 Shares 11,244 Est. Cost $17.13 Unrealized
ELS EQUITY LIFESTYLE PPTYS INC COM 0.0%
Value ($000) $263 Shares 3,725 Est. Cost $74.30 Unrealized
VSS VANGUARD FTSE ALL WORLD EX-US ETF 0.0%
Value ($000) $263 Shares 2,548 Est. Cost $136.35 Unrealized
IHE ISHARES DJ US PHARMA INDEX F 0.0%
Value ($000) $262 Shares 1,367 Est. Cost $187.24 Unrealized
MGC VANGUARD MEGA CAP 300 ETF 0.0%
Value ($000) $262 Shares 1,983 Est. Cost $143.30 Unrealized
FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF 0.0%
Value ($000) $261 Shares 2,702 Est. Cost $123.16 Unrealized
MGK VANGUARD MEGA CAP GROWTH ETF 0.0%
Value ($000) $260 Shares 1,430 Est. Cost $178.26 Unrealized
ENB ENBRIDGE INC COM 0.0%
Value ($000) $259 Shares 6,135 Est. Cost $30.66 Unrealized +14.9%
CWB SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 0.0%
Value ($000) $259 Shares 4,017 Est. Cost $63.65 Unrealized
GSK GSK PLC SPONSORED ADR 0.0%
Value ($000) $258 Shares 5,925 Est. Cost $43.54 Unrealized
XLI INDUSTRIAL SELECT SECTOR SPDR 0.0%
Value ($000) $258 Shares 2,951 Est. Cost $102.48 Unrealized
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $258 Shares 4,172 Est. Cost $61.74 Unrealized -12.4%
EES WISDOMTREE TR SMALLCAP EARNING FD 0.0%
Value ($000) $257 Shares 6,254 Est. Cost $49.23 Unrealized
RSPF INVESCO S&P 500 EQUAL WEIGHT FINANCIALS ETF 0.0%
Value ($000) $256 Shares 4,818 Est. Cost $63.78 Unrealized
ET ENERGY TRANSFER EQUITY L P COM UNIT LTD PARTNERSHIP 0.0%
Value ($000) $255 Shares 25,587 Est. Cost $8.83 Unrealized
JP MORGAN ALERIAN MLP ETN 0.0%
Value ($000) $254 Shares 13,403 Est. Cost $18.95 Unrealized
HUM HUMANA INC COM 0.0%
Value ($000) $254 Shares 542 Est. Cost $394.60 Unrealized +8.6%
CGGR CAPITAL GROUP GROWTH ETF 0.0%
Value ($000) $253 Shares 12,666 Est. Cost $19.97 Unrealized
FNOV FT CBOE VEST U.S. EQUITY BUFFER ETF - NOVEMBER 0.0%
Value ($000) $252 Shares 7,401 Est. Cost $37.83 Unrealized
EATON VANCE T/M GL BUY-WR IN 0.0%
Value ($000) $251 Shares 16,688 Est. Cost $14.24 Unrealized
CPB CAMPBELL SOUP CO COM 0.0%
Value ($000) $251 Shares 5,215 Est. Cost $38.78 Unrealized +7.4%
PXF INVESCO FTSE RAFI DEVELOPED MARKETS EX-U.S. ETF 0.0%
Value ($000) $251 Shares 6,300 Est. Cost $46.19 Unrealized
STWD STARWOOD PROPERTY TRUST 0.0%
Value ($000) $250 Shares 11,959 Est. Cost $24.24 Unrealized
PAYX PAYCHEX INC 0.0%
Value ($000) $250 Shares 2,199 Est. Cost $92.67 Unrealized +21.8%
FMAT FIDELITY MSCI MATERIALS INDEX ETF 0.0%
Value ($000) $249 Shares 6,063 Est. Cost $49.10 Unrealized
APH AMPHENOL CORP CL A 0.0%
Value ($000) $249 Shares 3,871 Est. Cost $23.94 Unrealized +40.3%
BAR GRANITESHARES GOLD SHARES 0.0%
Value ($000) $249 Shares 13,926 Est. Cost $18.94 Unrealized
FMB FIRST TRUST MANAGED MUNICIPAL ETF 0.0%
Value ($000) $249 Shares 4,915 Est. Cost $55.44 Unrealized
FNF FIDELITY NATIONAL FINANCIAL IN FNF GROUP COM 0.0%
Value ($000) $248 Shares 6,701 Est. Cost $36.54 Unrealized -11.3%
HAL HALLIBURTON CO COM 0.0%
Value ($000) $247 Shares 7,871 Est. Cost $30.93 Unrealized +11.6%
ALB ALBEMARLE CORP 0.0%
Value ($000) $245 Shares 1,172 Est. Cost $212.49 Unrealized 0.0%
AON AON CORP 0.0%
Value ($000) $244 Shares 905 Est. Cost $236.31 Unrealized +18.5%
CCJ CAMECO CORP F 0.0%
Value ($000) $244 Shares 11,628 Est. Cost $19.45 Unrealized +28.5%
PFM POWERSHARES DIVIDEND 0.0%
Value ($000) $243 Shares 7,027 Est. Cost $33.16 Unrealized
VTRS VIATRIS INC COM 0.0%
Value ($000) $243 Shares 23,229 Est. Cost $12.95 Unrealized -28.3%
TXN TEXAS INSTRS INC COM 0.0%
Value ($000) $242 Shares 1,575 Est. Cost $163.98 Unrealized -7.9%
MET METLIFE INC COM 0.0%
Value ($000) $242 Shares 3,854 Est. Cost $59.94 Unrealized -1.1%
NFLX NETFLIX COM INC 0.0%
Value ($000) $241 Shares 1,379 Est. Cost $49.47 Unrealized -55.2%
ED CONSOLIDATED EDISON INC COM 0.0%
Value ($000) $241 Shares 2,531 Est. Cost $76.79 Unrealized +9.5%
FOOT LOCKER INC COM 0.0%
Value ($000) $238 Shares 9,407 Est. Cost $25.30 Unrealized
DES WISDOMTREE SMALLCAP DIVIDEND 0.0%
Value ($000) $236 Shares 8,351 Est. Cost $31.84 Unrealized
SLG SL GREEN RLTY CORP COM 0.0%
Value ($000) $232 Shares 5,020 Est. Cost $70.47 Unrealized
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $232 Shares 3,319 Est. Cost $217.23 Unrealized -60.2%
NAVI NAVIENT CORPORATION COM 0.0%
Value ($000) $231 Shares 16,545 Est. Cost $10.42 Unrealized +49.3%
EA ELECTRONICS ARTS 0.0%
Value ($000) $227 Shares 1,862 Est. Cost $137.03 Unrealized -8.8%
VYMI VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF 0.0%
Value ($000) $226 Shares 3,847 Est. Cost $65.65 Unrealized
DFAS DIMENSIONAL U.S. SMALL CAP ETF 0.0%
Value ($000) $222 Shares 4,616 Est. Cost $58.49 Unrealized
JPUS JPMORGAN DIVERSIFIED RETURN U.S. EQUITY ETF 0.0%
Value ($000) $222 Shares 2,424 Est. Cost $73.10 Unrealized
SBRA SABRA HEALTH CARE REIT INC 0.0%
Value ($000) $222 Shares 15,880 Est. Cost $15.89 Unrealized
DTE DTE ENERGY CO COM 0.0%
Value ($000) $221 Shares 1,743 Est. Cost $99.45 Unrealized +15.7%
HAP MARKET VECTORS ETF TR RVE HARD ASSETS PRODUCERS RTF 0.0%
Value ($000) $220 Shares 4,840 Est. Cost $52.84 Unrealized
BIV VANGUARD INTERMEDIATE-TERM BOND 0.0%
Value ($000) $219 Shares 2,821 Est. Cost $77.63 Unrealized
RDIV INVESCO S&P ULTRA DIVIDEND REVENUE ETF 0.0%
Value ($000) $219 Shares 5,305 Est. Cost $41.28 Unrealized
SCHW CHARLES SCHWAB CORP 0.0%
Value ($000) $218 Shares 3,453 Est. Cost $67.49 Unrealized -2.9%
ECL ECOLAB INC COM 0.0%
Value ($000) $218 Shares 1,419 Est. Cost $129.86 Unrealized +22.4%
WASH WASHINGTON TRUST BANCORP INC. 0.0%
Value ($000) $215 Shares 4,454 Est. Cost $35.91 Unrealized +4.6%
DFAU DIMENSIONAL US CORE EQUITY MARKET ETF 0.0%
Value ($000) $215 Shares 8,144 Est. Cost $29.66 Unrealized
TROW T ROWE PRICE GROUP INC 0.0%
Value ($000) $214 Shares 1,882 Est. Cost $125.77 Unrealized -14.8%
NEXTERA ENERGY INC UNIT 03/01/23 0.0%
Value ($000) $213 Shares 4,296 Est. Cost $49.58 Unrealized
RSPG INVESCO S&P 500 EQUAL WEIGHT ENERGY ETF 0.0%
Value ($000) $213 Shares 3,468 Est. Cost $61.42 Unrealized
CBOE CBOE GLOBAL MKTS INC COM 0.0%
Value ($000) $212 Shares 1,869 Est. Cost $107.56 Unrealized 0.0%
MSI MOTOROLA SOLUTIONS INC COM NEW 0.0%
Value ($000) $212 Shares 1,013 Est. Cost $219.36 Unrealized -4.8%
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $211 Shares 5,519 Est. Cost $31.03 Unrealized +8.2%
ADI ANALOG DEVICES INC COM 0.0%
Value ($000) $211 Shares 1,446 Est. Cost $154.39 Unrealized -4.4%
NVO NOVO-NORDISK A/S ADR ADR CMN 0.0%
Value ($000) $211 Shares 1,895 Est. Cost $111.99 Unrealized
VRTX VERTEX PHARMACEUTICALS IN 0.0%
Value ($000) $211 Shares 748 Est. Cost $237.33 Unrealized +12.8%
SNY SANOFI SA 0.0%
Value ($000) $210 Shares 4,197 Est. Cost $50.17 Unrealized
WOOD ISHARES S&P GLOBAL TIMBER & FORESTRY INDEX FUND 0.0%
Value ($000) $210 Shares 2,825 Est. Cost $86.83 Unrealized
OGE OGE ENERGY CORP COM 0.0%
Value ($000) $210 Shares 5,455 Est. Cost $35.04 Unrealized +13.4%
VIOO VANGUARD S&P SMALL-CAP 600 ETF 0.0%
Value ($000) $209 Shares 1,232 Est. Cost $206.18 Unrealized
EL ESTEE LAUDER COMPANIES INC 0.0%
Value ($000) $208 Shares 815 Est. Cost $200.21 Unrealized +19.1%
DFAC DIMENSIONAL U.S. CORE EQUITY 2 ETF 0.0%
Value ($000) $208 Shares 8,910 Est. Cost $27.01 Unrealized
AZO AUTOZONE INC NEV 0.0%
Value ($000) $208 Shares 97 Est. Cost $1603.98 Unrealized +28.2%
BXMT BLACKSTONE MTG TR INC COM CL A 0.0%
Value ($000) $205 Shares 7,423 Est. Cost $13.87 Unrealized
XLP CONSUMER STAPLES SELECT SECTOR SPDR 0.0%
Value ($000) $204 Shares 2,833 Est. Cost $75.88 Unrealized
DELPHI AUTOMOTIVE PLC COM 0.0%
Value ($000) $201 Shares 2,259 Est. Cost $148.08 Unrealized
ECC EAGLE POINT CREDIT COMPANY INC COM 0.0%
Value ($000) $184 Shares 15,636 Est. Cost $10.24 Unrealized
DIAL COLUMBIA DIVERSIFIED FIXED INCOME ALLOCATION ETF 0.0%
Value ($000) $180 Shares 10,174 Est. Cost $19.45 Unrealized
GNL GLOBAL NET LEASE INC COM NEW 0.0%
Value ($000) $170 Shares 12,000 Est. Cost $15.25 Unrealized
FIFTH STREET FINANCE CORP. 0.0%
Value ($000) $168 Shares 25,614 Est. Cost $6.87 Unrealized
CNH CNH INDUSTRIAL NV COM EUR0.01 0.0%
Value ($000) $162 Shares 13,963 Est. Cost $13.77 Unrealized -5.5%
NMFC NEW MOUNTAIN FIN CORP 0.0%
Value ($000) $121 Shares 10,182 Est. Cost $8.52 Unrealized -1.5%
WNEB WESTERN NEW ENG BANCORP INC COM 0.0%
Value ($000) $101 Shares 13,584 Est. Cost $4.54 Unrealized +61.9%
COMP COMPASS INC CL A 0.0%
Value ($000) $100 Shares 27,655 Est. Cost $10.95 Unrealized -50.1%
ICCC IMMUCELL CORP COM 0.0%
Value ($000) $96 Shares 11,000 Est. Cost $9.46 Unrealized -8.4%
JBLU JETBLUE AWYS CORP 0.0%
Value ($000) $91 Shares 10,905 Est. Cost $10.69 Unrealized 0.0%
PNNT PENNANTPARK INVSTMNT CRP 0.0%
Value ($000) $90 Shares 14,600 Est. Cost $3.68 Unrealized +16.7%
BLUEKNIGHT ENERGY PARTNERS L P PFD CONV STP A 0.0%
Value ($000) $85 Shares 10,000 Est. Cost $8.30 Unrealized
ANNALY CAPITAL MANAGEMENT INC 0.0%
Value ($000) $76 Shares 12,800 Est. Cost $10.62 Unrealized
RBBN RIBBON COMMUNICATIONS INC COM 0.0%
Value ($000) $73 Shares 24,000 Est. Cost $7.65 Unrealized -60.5%
QUBT QUANTUM COMPUTING INC COM 0.0%
Value ($000) $60 Shares 25,000 Est. Cost $7.03 Unrealized -69.6%
FREQUENCY THERAPEUTICS INC COM 0.0%
Value ($000) $30 Shares 20,000 Est. Cost $1.50 Unrealized
AGRIFY CORP COM 0.0%
Value ($000) $20 Shares 10,101 Est. Cost $1.98 Unrealized