Arlington Partners LLC Diversified Active

CIK: 0001389848 · Show all filings

Period: Q3 2021 (← Previous) (Next →)

Filing Date: Oct 15, 2021

Total Value ($000): $347,362 (100.0% shares, 0.0% debt)

Holdings (373)

VYM Vanguard High Dividend Yield Index ETF 11.3%
Value ($000) $39,209 Shares 379,385 Est. Cost $77.76 Unrealized
VIG Vanguard Dividend Appreciation ETF 9.9%
Value ($000) $34,527 Shares 224,784 Est. Cost $112.51 Unrealized
VEA Vanguard FTSE Developed Markets ETF 8.9%
Value ($000) $30,948 Shares 612,947 Est. Cost $51.43 Unrealized
MLPX Global X MLP & Energy Infrastructure 4.6%
Value ($000) $15,851 Shares 441,643 Est. Cost $25.54 Unrealized
BRK/B Berkshire Hathaway Inc B 3.2%
Value ($000) $11,216 Shares 41,094 Est. Cost $210.67 Unrealized +33.3%
JP Morgan Chase & Co Alerian MLP Index ETN 3.2%
Value ($000) $10,956 Shares 602,999 Est. Cost $19.28 Unrealized
ATMP Barclays BK PLC 2.9%
Value ($000) $10,188 Shares 646,441 Est. Cost $12.95 Unrealized
VTI Vanguard Total Stock Market (ETF) 2.9%
Value ($000) $9,912 Shares 44,637 Est. Cost $189.02 Unrealized
MSFT Microsoft Corp 2.3%
Value ($000) $7,935 Shares 28,145 Est. Cost $199.90 Unrealized +40.4%
DVYE iShares Emerging Markets Dividend ETF 2.3%
Value ($000) $7,884 Shares 202,662 Est. Cost $30.07 Unrealized
ITOT iShares Core S&P Total US Stock Market 2.1%
Value ($000) $7,355 Shares 74,763 Est. Cost $98.38 Unrealized
AAPL Apple Inc 2.0%
Value ($000) $7,021 Shares 49,621 Est. Cost $110.55 Unrealized +30.2%
SMDV ProShares Russell 2000 Dividend Growers ETF 2.0%
Value ($000) $6,984 Shares 113,268 Est. Cost $49.50 Unrealized
VOO Vanguard S&P 500 ETF 1.9%
Value ($000) $6,464 Shares 16,389 Est. Cost $370.58 Unrealized
DIS Disney Walt Co 1.5%
Value ($000) $5,289 Shares 31,265 Est. Cost $130.07 Unrealized +33.9%
ORCL Oracle Corp 1.5%
Value ($000) $5,247 Shares 60,223 Est. Cost $52.61 Unrealized +58.4%
RTX Raytheon Technologies Corp 1.2%
Value ($000) $4,211 Shares 48,987 Est. Cost $57.69 Unrealized +34.2%
EPD Enterprise Products Partners LP 1.2%
Value ($000) $4,166 Shares 192,529 Est. Cost $21.64 Unrealized
CHRW C.H. Robinson Worldwide Inc 1.2%
Value ($000) $4,003 Shares 46,011 Est. Cost $68.92 Unrealized +18.1%
GOOGL Alphabet Inc. Stock Class A 1.1%
Value ($000) $3,695 Shares 1,382 Est. Cost $79.30 Unrealized +70.3%
VOOV Vanguard S&P 500 Value ETF 1.1%
Value ($000) $3,685 Shares 26,204 Est. Cost $93.49 Unrealized
IVE iShares S&P 500 Value ETF 0.9%
Value ($000) $3,236 Shares 22,254 Est. Cost $118.84 Unrealized
Unilever Plc Sponsored ADR 0.9%
Value ($000) $3,231 Shares 59,599 Est. Cost $56.66 Unrealized
ACWI iShares MSCI ACWI Index ETF 0.9%
Value ($000) $3,157 Shares 31,598 Est. Cost $68.33 Unrealized
NVO Novo Nordisk A/S Spons Adr 0.9%
Value ($000) $3,100 Shares 32,288 Est. Cost $60.73 Unrealized
GD General Dynamics Corp 0.9%
Value ($000) $3,004 Shares 15,324 Est. Cost $133.55 Unrealized +33.7%
JNJ Johnson & Johnson 0.9%
Value ($000) $2,973 Shares 18,408 Est. Cost $128.67 Unrealized +16.8%
NKE Nike Inc Cl B 0.8%
Value ($000) $2,937 Shares 20,220 Est. Cost $99.00 Unrealized +54.1%
CSCO Cisco Systems Inc 0.8%
Value ($000) $2,855 Shares 52,456 Est. Cost $37.54 Unrealized +31.1%
MDT Medtronic PLC 0.8%
Value ($000) $2,687 Shares 21,433 Est. Cost $92.00 Unrealized +23.3%
DVY iShares Select Dividend ETF 0.7%
Value ($000) $2,598 Shares 22,650 Est. Cost $114.70 Unrealized
BIIB Biogen Idec Inc 0.7%
Value ($000) $2,478 Shares 8,758 Est. Cost $292.11 Unrealized +12.2%
V Visa Inc Class A Shares 0.7%
Value ($000) $2,434 Shares 10,928 Est. Cost $203.61 Unrealized +11.5%
VTWO Vanguard Russell 2000 Index Fund ETF 0.7%
Value ($000) $2,417 Shares 27,340 Est. Cost $135.42 Unrealized
MMM 3M Co 0.7%
Value ($000) $2,317 Shares 13,207 Est. Cost $114.43 Unrealized +20.0%
HD Home Depot Inc 0.6%
Value ($000) $2,205 Shares 6,717 Est. Cost $267.92 Unrealized +9.9%
AMZN Amazon.com Inc 0.6%
Value ($000) $2,116 Shares 644 Est. Cost $156.48 Unrealized +10.2%
BDX Becton Dickinson & Co 0.6%
Value ($000) $2,104 Shares 8,560 Est. Cost $222.96 Unrealized +2.3%
PG Procter & Gamble Co 0.6%
Value ($000) $2,099 Shares 15,011 Est. Cost $104.67 Unrealized +21.6%
IFF International Flavors & Fragrances 0.6%
Value ($000) $2,000 Shares 14,956 Est. Cost $107.54 Unrealized +20.8%
CTSH Cognizant Technology Solutions Corp Class A 0.5%
Value ($000) $1,908 Shares 25,709 Est. Cost $56.09 Unrealized +22.7%
PEP Pepsico Inc 0.5%
Value ($000) $1,867 Shares 12,416 Est. Cost $113.36 Unrealized +19.1%
VYMI Vanguard International High Dividend Yield Index ETF 0.5%
Value ($000) $1,718 Shares 26,008 Est. Cost $51.85 Unrealized
WMT Wal-Mart Stores Inc 0.5%
Value ($000) $1,673 Shares 12,005 Est. Cost $37.63 Unrealized +20.8%
VT Vanguard Total World Stock Index ETF 0.5%
Value ($000) $1,669 Shares 16,392 Est. Cost $67.41 Unrealized
EPP Ishares MSCI Pacific Ex Japan ETF 0.5%
Value ($000) $1,638 Shares 33,574 Est. Cost $48.79 Unrealized
SBUX Starbucks Corp 0.5%
Value ($000) $1,627 Shares 14,753 Est. Cost $71.53 Unrealized +47.8%
ACN Accenture Plc 0.5%
Value ($000) $1,602 Shares 5,007 Est. Cost $196.04 Unrealized +55.8%
IAU iShares Gold Trust 0.4%
Value ($000) $1,534 Shares 45,910 Est. Cost $33.41 Unrealized
IXUS iShares Core MSCI Total Intl Stock Mkt ETF 0.4%
Value ($000) $1,491 Shares 21,001 Est. Cost $64.60 Unrealized
GOOG Alphabet Inc 0.4%
Value ($000) $1,490 Shares 559 Est. Cost $106.04 Unrealized +29.1%
META Facebook Inc Class A 0.4%
Value ($000) $1,385 Shares 4,082 Est. Cost $251.04 Unrealized +42.5%
DGP Deutsche Bk Ag Ldn Brh Powershares Gold Double Long Etn 0.3%
Value ($000) $1,095 Shares 30,000 Est. Cost $25.00 Unrealized
IVV iShares Core S&P 500 (Mkt) 0.3%
Value ($000) $1,081 Shares 2,510 Est. Cost $414.34 Unrealized
SPY SPDR S&P 500 ETF 0.3%
Value ($000) $988 Shares 2,303 Est. Cost $269.89 Unrealized
VGK Vanguard FTSE Europe ETF 0.3%
Value ($000) $887 Shares 13,516 Est. Cost $65.63 Unrealized
BAC Bank Of America Corp 0.2%
Value ($000) $799 Shares 18,833 Est. Cost $33.19 Unrealized +8.7%
IEMG iShares Core MSCI EM ETF 0.2%
Value ($000) $725 Shares 11,743 Est. Cost $61.74 Unrealized
AMGN Amgen Inc 0.2%
Value ($000) $666 Shares 3,130 Est. Cost $190.16 Unrealized +5.3%
VCSH Vanguard Short-Term Corp Bond Index ETF 0.2%
Value ($000) $663 Shares 8,050 Est. Cost $79.10 Unrealized
JPM JP Morgan Chase & Co 0.2%
Value ($000) $661 Shares 4,039 Est. Cost $134.20 Unrealized +4.5%
PYPL Paypal Holdings Inc 0.2%
Value ($000) $654 Shares 2,514 Est. Cost $161.87 Unrealized +74.9%
HCA HCA Healthcare Inc 0.2%
Value ($000) $572 Shares 2,358 Est. Cost $133.65 Unrealized +76.1%
GS Goldman Sachs 0.2%
Value ($000) $556 Shares 1,470 Est. Cost $337.80 Unrealized +3.6%
LOW Lowes Companies Inc 0.2%
Value ($000) $546 Shares 2,692 Est. Cost $177.56 Unrealized +3.4%
BSV Vanguard Short-Term Bond Fund ETF 0.2%
Value ($000) $529 Shares 6,450 Est. Cost $81.61 Unrealized
GLD SPDR Gold Trust 0.1%
Value ($000) $521 Shares 3,174 Est. Cost $126.69 Unrealized
FDX FedEx Corp 0.1%
Value ($000) $483 Shares 2,202 Est. Cost $235.16 Unrealized +5.4%
Magellan Midstream Partners LP 0.1%
Value ($000) $467 Shares 10,246 Est. Cost $45.58 Unrealized
CRM Salesforce.com Inc. 0.1%
Value ($000) $417 Shares 1,537 Est. Cost $207.59 Unrealized +20.9%
KO Coca Cola Co 0.1%
Value ($000) $376 Shares 7,170 Est. Cost $46.30 Unrealized +5.4%
ABBV Abbvie Inc Com 0.1%
Value ($000) $375 Shares 3,474 Est. Cost $97.22 Unrealized 0.0%
SFBS Servisfirst Bancshares 0.1%
Value ($000) $366 Shares 4,707 Est. Cost $34.36 Unrealized +93.5%
VTEB Vanguard Municipal Bond Fund ETF 0.1%
Value ($000) $354 Shares 6,457 Est. Cost $53.17 Unrealized
PFE Pfizer Inc 0.1%
Value ($000) $353 Shares 8,213 Est. Cost $35.67 Unrealized 0.0%
STAG Stag Industrial Inc 0.1%
Value ($000) $345 Shares 8,796 Est. Cost $33.61 Unrealized
DG Dollar General Corp 0.1%
Value ($000) $325 Shares 1,531 Est. Cost $185.65 Unrealized +13.4%
Blackrock Inc 0.1%
Value ($000) $321 Shares 383 Est. Cost $803.55 Unrealized
IWM Ishares Russell 2000 ETF 0.1%
Value ($000) $320 Shares 1,465 Est. Cost $215.64 Unrealized
FEZ SPDR Euro Stoxx 50 0.1%
Value ($000) $312 Shares 6,882 Est. Cost $41.15 Unrealized
AJG Arthur J Gallagher & Co 0.1%
Value ($000) $310 Shares 2,084 Est. Cost $84.82 Unrealized +61.3%
ELV Anthem Inc 0.1%
Value ($000) $309 Shares 829 Est. Cost $357.60 Unrealized 0.0%
CVX Chevron Corp 0.1%
Value ($000) $288 Shares 2,834 Est. Cost $82.89 Unrealized +0.5%
Colfax Corp 0.1%
Value ($000) $279 Shares 6,073 Est. Cost $43.79 Unrealized
SCHE Schwab Emerging Markets Equity ETF 0.1%
Value ($000) $276 Shares 9,061 Est. Cost $28.55 Unrealized
MA Mastercard Inc Class A 0.1%
Value ($000) $275 Shares 792 Est. Cost $336.87 Unrealized +5.3%
Rexnord Corp 0.1%
Value ($000) $273 Shares 4,250 Est. Cost $47.06 Unrealized
OMF OneMain Holdings, Inc. 0.1%
Value ($000) $270 Shares 4,883 Est. Cost $52.71 Unrealized +10.3%
Pinnacle Financial Partners Inc 0.1%
Value ($000) $264 Shares 2,802 Est. Cost $88.74 Unrealized
TSLA Tesla Motors Inc 0.1%
Value ($000) $263 Shares 339 Est. Cost $240.00 Unrealized -1.9%
TMUS T-Mobile US Inc 0.1%
Value ($000) $257 Shares 2,013 Est. Cost $134.56 Unrealized 0.0%
XOM Exxon Mobil Corp 0.1%
Value ($000) $253 Shares 4,307 Est. Cost $47.29 Unrealized +2.4%
NVDA Nvidia Corp 0.1%
Value ($000) $250 Shares 1,208 Est. Cost $20.51 Unrealized +1.0%
RSG Republic Services Inc 0.1%
Value ($000) $240 Shares 1,995 Est. Cost $88.65 Unrealized +27.5%
ALLY Ally Financial Common 0.1%
Value ($000) $236 Shares 4,622 Est. Cost $35.55 Unrealized +24.6%
MPT Medical Properties Trust Inc 0.1%
Value ($000) $235 Shares 11,728 Est. Cost $18.72 Unrealized
VWO Vanguard FTSE Emerging Markets (ETF) 0.1%
Value ($000) $235 Shares 4,700 Est. Cost $52.13 Unrealized
AWK American Water Works Co Inc 0.1%
Value ($000) $227 Shares 1,345 Est. Cost $159.94 Unrealized 0.0%
SBNY Signature Bank 0.1%
Value ($000) $227 Shares 834 Est. Cost $225.77 Unrealized
RF Regions Financial Corp 0.1%
Value ($000) $221 Shares 10,374 Est. Cost $13.54 Unrealized +22.3%
LBRDK Liberty Broadband Corporation Series C 0.1%
Value ($000) $220 Shares 1,271 Est. Cost $141.71 Unrealized +19.0%
MDLZ Mondelez Intl Inc Com Cl A 0.1%
Value ($000) $218 Shares 3,750 Est. Cost $38.17 Unrealized +45.2%
PRG PROG Holdings Inc 0.1%
Value ($000) $218 Shares 5,181 Est. Cost $48.42 Unrealized -10.0%
AMT American Tower REIT 0.1%
Value ($000) $210 Shares 790 Est. Cost $194.65 Unrealized +27.8%
DAN Dana Holding Corp 0.1%
Value ($000) $210 Shares 9,440 Est. Cost $20.20 Unrealized +1.1%
PLD Prologis, Inc. 0.1%
Value ($000) $198 Shares 1,580 Est. Cost $114.18 Unrealized 0.0%
CI Cigna Corp 0.1%
Value ($000) $196 Shares 978 Est. Cost $202.25 Unrealized -0.7%
DOV Dover Corp 0.1%
Value ($000) $193 Shares 1,240 Est. Cost $119.60 Unrealized +30.9%
ITT ITT Inc 0.1%
Value ($000) $192 Shares 2,234 Est. Cost $82.49 Unrealized +13.7%
BA Boeing Company 0.1%
Value ($000) $190 Shares 863 Est. Cost $213.64 Unrealized +4.4%
GSG iShares S&P GSCI Commodity-Indexed Trust 0.1%
Value ($000) $190 Shares 11,250 Est. Cost $16.89 Unrealized
MDY SPDR S&P Midcap 400 0.1%
Value ($000) $187 Shares 389 Est. Cost $375.21 Unrealized
DBC Invesco DB Commodity Index Tracking Fund 0.1%
Value ($000) $183 Shares 9,079 Est. Cost $20.16 Unrealized
PB Prosperity Bancshares, Inc. 0.1%
Value ($000) $181 Shares 2,538 Est. Cost $62.58 Unrealized -4.6%
GILD Gilead Sciences Inc 0.1%
Value ($000) $180 Shares 2,570 Est. Cost $59.38 Unrealized 0.0%
AMLP ALPS Alerian MLP ETF 0.1%
Value ($000) $178 Shares 5,350 Est. Cost $24.67 Unrealized
EWU iShares MSCI United Kingdom ETF 0.1%
Value ($000) $177 Shares 5,500 Est. Cost $33.71 Unrealized
F Ford Motor Company 0.1%
Value ($000) $177 Shares 12,500 Est. Cost $8.68 Unrealized +18.9%
ModivCare Inc 0.1%
Value ($000) $177 Shares 975 Est. Cost $147.69 Unrealized
WM Waste Management Inc 0.1%
Value ($000) $174 Shares 1,168 Est. Cost $113.73 Unrealized +22.8%
Dish Network Corp Class A 0.1%
Value ($000) $174 Shares 4,000 Est. Cost $47.75 Unrealized
MKL Markel Corporation 0.0%
Value ($000) $169 Shares 141 Est. Cost $1080.35 Unrealized +14.1%
QCOM Qualcomm Inc 0.0%
Value ($000) $167 Shares 1,291 Est. Cost $76.26 Unrealized +68.9%
ARKK ARK Innovation ETF 0.0%
Value ($000) $166 Shares 1,500 Est. Cost $119.88 Unrealized
CG Carlyle Group Inc 0.0%
Value ($000) $165 Shares 3,497 Est. Cost $41.33 Unrealized 0.0%
GM General Motors Co 0.0%
Value ($000) $163 Shares 3,085 Est. Cost $51.27 Unrealized +0.0%
FITB Fifth Third Bancorp 0.0%
Value ($000) $162 Shares 3,825 Est. Cost $19.66 Unrealized +64.3%
RGEN Repligen Corporation 0.0%
Value ($000) $161 Shares 557 Est. Cost $256.54 Unrealized 0.0%
DE Deere & Company 0.0%
Value ($000) $160 Shares 479 Est. Cost $307.48 Unrealized +10.4%
SPX Corp 0.0%
Value ($000) $153 Shares 2,858 Est. Cost $58.43 Unrealized
POR Portland General Electric 0.0%
Value ($000) $151 Shares 3,208 Est. Cost $35.57 Unrealized +14.7%
XLF Financial Select Sector SPDR (Mkt) 0.0%
Value ($000) $150 Shares 4,000 Est. Cost $34.10 Unrealized
HELE Helen of Troy Limited 0.0%
Value ($000) $148 Shares 660 Est. Cost $224.73 Unrealized +1.8%
IVW iShares S&P 500 Growth ETF 0.0%
Value ($000) $148 Shares 2,000 Est. Cost $91.88 Unrealized
TXN Texas Instruments Inc 0.0%
Value ($000) $147 Shares 763 Est. Cost $150.08 Unrealized +11.9%
YUMC Yum China Holdings Inc 0.0%
Value ($000) $145 Shares 2,500 Est. Cost $39.39 Unrealized +56.1%
EQIX Equinix Inc. 0.0%
Value ($000) $144 Shares 182 Est. Cost $642.30 Unrealized +18.7%
KR Kroger Co 0.0%
Value ($000) $144 Shares 3,560 Est. Cost $26.47 Unrealized +44.5%
COST Costco Wholesale Corp 0.0%
Value ($000) $143 Shares 319 Est. Cost $418.22 Unrealized 0.0%
EVR Evercore Inc 0.0%
Value ($000) $142 Shares 1,066 Est. Cost $111.29 Unrealized +12.3%
UNH UnitedHealth Group Inc 0.0%
Value ($000) $142 Shares 363 Est. Cost $336.02 Unrealized +14.5%
GE General Electric Co 0.0%
Value ($000) $140 Shares 1,361 Est. Cost $62.95 Unrealized 0.0%
WFC Wells Fargo & Company 0.0%
Value ($000) $139 Shares 3,004 Est. Cost $45.69 Unrealized -9.0%
ZBH Zimmer Holdings Inc 0.0%
Value ($000) $139 Shares 948 Est. Cost $148.88 Unrealized -4.9%
VTV Vanguard Value ETF 0.0%
Value ($000) $135 Shares 1,000 Est. Cost $131.36 Unrealized
BMY Bristol-Myers Squibb Co 0.0%
Value ($000) $134 Shares 2,261 Est. Cost $52.58 Unrealized +4.3%
LHX L3Harris Technologies Inc 0.0%
Value ($000) $134 Shares 610 Est. Cost $169.70 Unrealized +22.4%
EXPD Expeditors International Washington Inc. 0.0%
Value ($000) $134 Shares 1,123 Est. Cost $118.76 Unrealized 0.0%
ESI Element Solutions Inc 0.0%
Value ($000) $132 Shares 6,083 Est. Cost $17.19 Unrealized +24.8%
NMIH NMI Holdings Inc 0.0%
Value ($000) $131 Shares 5,802 Est. Cost $23.38 Unrealized -5.9%
VO Vanguard Mid-Cap ETF 0.0%
Value ($000) $128 Shares 540 Est. Cost $222.22 Unrealized
PKX Posco Adr (Isin #us6934831099 Sedol #2692795) 0.0%
Value ($000) $127 Shares 1,848 Est. Cost $68.72 Unrealized
BAX Baxter International Inc 0.0%
Value ($000) $126 Shares 1,570 Est. Cost $71.56 Unrealized +0.0%
CDP Corporate Office Properties Trust 0.0%
Value ($000) $126 Shares 4,670 Est. Cost $26.27 Unrealized
SYY Sysco Corp 0.0%
Value ($000) $126 Shares 1,603 Est. Cost $64.33 Unrealized +5.4%
FAST Fastenal 0.0%
Value ($000) $124 Shares 2,409 Est. Cost $24.41 Unrealized 0.0%
TFC Truist Financial Corp 0.0%
Value ($000) $122 Shares 2,088 Est. Cost $45.12 Unrealized 0.0%
ACGL Arch Capital Group Ltd. 0.0%
Value ($000) $119 Shares 3,125 Est. Cost $33.84 Unrealized +11.3%
SAIC Science Applications International Corp 0.0%
Value ($000) $119 Shares 1,391 Est. Cost $93.83 Unrealized -8.8%
ADBE Adobe Systems Incorporated 0.0%
Value ($000) $119 Shares 206 Est. Cost $483.11 Unrealized +30.3%
ENS EnerSys 0.0%
Value ($000) $116 Shares 1,553 Est. Cost $87.48 Unrealized -2.8%
SHOP Shopify Inc 0.0%
Value ($000) $115 Shares 85 Est. Cost $117.12 Unrealized +27.9%
MCK Mckesson Corp 0.0%
Value ($000) $115 Shares 579 Est. Cost $195.10 Unrealized 0.0%
CMCSA Comcast Corp Class A 0.0%
Value ($000) $114 Shares 2,030 Est. Cost $48.61 Unrealized +5.7%
ALL Allstate Corp 0.0%
Value ($000) $111 Shares 870 Est. Cost $118.67 Unrealized 0.0%
EHC Encompass Health Corp 0.0%
Value ($000) $106 Shares 1,410 Est. Cost $61.91 Unrealized -3.0%
FUL H.B. Fuller Company 0.0%
Value ($000) $106 Shares 1,646 Est. Cost $53.42 Unrealized +14.6%
BX Blackstone Group Inc 0.0%
Value ($000) $105 Shares 899 Est. Cost $42.09 Unrealized +138.4%
Argo Group International Holdings Ltd 0.0%
Value ($000) $101 Shares 1,935 Est. Cost $50.13 Unrealized
TSCO Tractor Supply Co 0.0%
Value ($000) $101 Shares 500 Est. Cost $29.45 Unrealized +22.2%
KKR KKR & Co Inc 0.0%
Value ($000) $99 Shares 1,633 Est. Cost $60.50 Unrealized 0.0%
HWM Howmet Aerospace Inc 0.0%
Value ($000) $99 Shares 3,171 Est. Cost $31.77 Unrealized 0.0%
INTC Intel Corp 0.0%
Value ($000) $98 Shares 1,832 Est. Cost $49.81 Unrealized 0.0%
AVB AvalonBay Communities Inc 0.0%
Value ($000) $97 Shares 438 Est. Cost $169.50 Unrealized +13.8%
DFIN Donnelley Financial Solutions Inc 0.0%
Value ($000) $96 Shares 2,775 Est. Cost $23.14 Unrealized +42.7%
JCI Johnson Controls PLC 0.0%
Value ($000) $96 Shares 1,411 Est. Cost $49.98 Unrealized +32.5%
EQT EQT Corporation 0.0%
Value ($000) $96 Shares 4,670 Est. Cost $16.35 Unrealized +11.2%
AXP American Express Co 0.0%
Value ($000) $96 Shares 571 Est. Cost $130.25 Unrealized +21.5%
UNP Union Pacific Corp 0.0%
Value ($000) $96 Shares 490 Est. Cost $191.55 Unrealized +1.9%
MGY Magnolia Oil & Gas Corp 0.0%
Value ($000) $95 Shares 5,320 Est. Cost $10.42 Unrealized +45.1%
EFA iShares MSCI EAFE 0.0%
Value ($000) $92 Shares 1,175 Est. Cost $75.74 Unrealized
PFGC Performance Food Group 0.0%
Value ($000) $92 Shares 1,978 Est. Cost $52.79 Unrealized -12.8%
PLAB Photronics, Inc. 0.0%
Value ($000) $89 Shares 6,540 Est. Cost $12.10 Unrealized +12.0%
NFLX Netflix Inc 0.0%
Value ($000) $88 Shares 144 Est. Cost $54.22 Unrealized +1.5%
UHS Universal Health Services B 0.0%
Value ($000) $88 Shares 635 Est. Cost $129.20 Unrealized +14.5%
APA APA Corp 0.0%
Value ($000) $88 Shares 4,125 Est. Cost $16.21 Unrealized +3.7%
ECL Ecolab Inc 0.0%
Value ($000) $87 Shares 415 Est. Cost $207.85 Unrealized +0.3%
MSM MSC Industrial Direct 0.0%
Value ($000) $86 Shares 1,069 Est. Cost $84.91 Unrealized 0.0%
DAL Delta Airlines Inc 0.0%
Value ($000) $85 Shares 2,000 Est. Cost $48.02 Unrealized -17.3%
ISRG Intuitive Surgical, Inc. 0.0%
Value ($000) $84 Shares 84 Est. Cost $248.30 Unrealized +35.2%
CLH Clean Harbors Inc 0.0%
Value ($000) $83 Shares 801 Est. Cost $84.13 Unrealized +17.0%
UGI UGI Corp 0.0%
Value ($000) $82 Shares 1,934 Est. Cost $41.53 Unrealized +10.0%
Beacon Roofing Supply Inc 0.0%
Value ($000) $81 Shares 1,690 Est. Cost $52.07 Unrealized
BHP BHP Hilliton Ltd ADR 0.0%
Value ($000) $80 Shares 1,500 Est. Cost $69.47 Unrealized
FNF Fidelity National Fin Inc 0.0%
Value ($000) $80 Shares 1,773 Est. Cost $30.18 Unrealized +18.7%
NXST Nexstar Media Group, Inc. 0.0%
Value ($000) $79 Shares 519 Est. Cost $111.61 Unrealized +13.7%
DHR Danaher Corp 0.0%
Value ($000) $79 Shares 261 Est. Cost $196.00 Unrealized +36.1%
ALC Alcon Inc Ord 0.0%
Value ($000) $79 Shares 982 Est. Cost $59.15 Unrealized +28.5%
IWC iShares Micro-Cap ETF 0.0%
Value ($000) $78 Shares 540 Est. Cost $146.30 Unrealized
SEE Sealed Air Corp 0.0%
Value ($000) $78 Shares 1,425 Est. Cost $40.72 Unrealized +30.9%
CSL Carlisle Companies Inc 0.0%
Value ($000) $78 Shares 392 Est. Cost $145.09 Unrealized +32.4%
TDG TransDigm Group Inc. 0.0%
Value ($000) $77 Shares 123 Est. Cost $480.67 Unrealized +8.0%
MKTX Marketaxess Holdings Inc 0.0%
Value ($000) $77 Shares 182 Est. Cost $434.10 Unrealized 0.0%
NSIT Insight Enterprises, Inc. 0.0%
Value ($000) $76 Shares 846 Est. Cost $85.70 Unrealized +13.0%
VEU Vanguard FTSE All-World Ex-US ETF 0.0%
Value ($000) $75 Shares 1,224 Est. Cost $49.84 Unrealized
Walgreens Boots Alliance Inc 0.0%
Value ($000) $74 Shares 1,582 Est. Cost $46.78 Unrealized
TNL Travel Plus Leisure Co 0.0%
Value ($000) $74 Shares 1,348 Est. Cost $45.18 Unrealized +1.4%
MGM Growth Properties LLC 0.0%
Value ($000) $73 Shares 1,911 Est. Cost $32.44 Unrealized
VRSK Verisk Analytics, Inc. 0.0%
Value ($000) $73 Shares 365 Est. Cost $188.33 Unrealized 0.0%
PHM PulteGroup Inc 0.0%
Value ($000) $72 Shares 1,574 Est. Cost $49.77 Unrealized 0.0%
South State Corp 0.0%
Value ($000) $72 Shares 965 Est. Cost $74.61 Unrealized
ASH Ashland Global Holdings Inc. 0.0%
Value ($000) $71 Shares 794 Est. Cost $78.92 Unrealized +2.4%
Activision Blizzard Inc 0.0%
Value ($000) $70 Shares 910 Est. Cost $77.52 Unrealized
MSCI MSCI Inc 0.0%
Value ($000) $70 Shares 115 Est. Cost $583.04 Unrealized 0.0%
Tristate Capital Holdings Inc 0.0%
Value ($000) $70 Shares 3,323 Est. Cost $23.17 Unrealized
MTB M&T Bank Corp 0.0%
Value ($000) $69 Shares 462 Est. Cost $121.20 Unrealized -0.8%
PH Parker-Hannifin Corp 0.0%
Value ($000) $69 Shares 246 Est. Cost $280.47 Unrealized 0.0%
THG Hanover Insurance Group Inc 0.0%
Value ($000) $69 Shares 529 Est. Cost $107.45 Unrealized +14.1%
MOG/A Moog Inc 0.0%
Value ($000) $68 Shares 894 Est. Cost $76.34 Unrealized -1.8%
CW Curtiss-Wright Corp 0.0%
Value ($000) $68 Shares 538 Est. Cost $113.43 Unrealized +3.6%
NVST Envista Holdings Corp 0.0%
Value ($000) $68 Shares 1,617 Est. Cost $38.10 Unrealized +10.7%
MSA MSA Safety Inc 0.0%
Value ($000) $67 Shares 461 Est. Cost $161.14 Unrealized -1.5%
KBR KBR, Inc. 0.0%
Value ($000) $67 Shares 1,688 Est. Cost $30.25 Unrealized +22.4%
MCB Metropolitan Bank Holding Corp 0.0%
Value ($000) $67 Shares 793 Est. Cost $45.97 Unrealized +57.4%
TAP Molson Coors Brewing Co Class B Common 0.0%
Value ($000) $67 Shares 1,451 Est. Cost $42.65 Unrealized 0.0%
CNC Centene Corp 0.0%
Value ($000) $67 Shares 1,082 Est. Cost $66.82 Unrealized 0.0%
OXM Oxford Industries Inc 0.0%
Value ($000) $66 Shares 736 Est. Cost $76.83 Unrealized +18.5%
CAT Caterpillar Inc 0.0%
Value ($000) $66 Shares 345 Est. Cost $192.08 Unrealized 0.0%
FANG Diamondback Energy Inc 0.0%
Value ($000) $65 Shares 689 Est. Cost $65.95 Unrealized 0.0%
IYH iShares US Healthcare 0.0%
Value ($000) $65 Shares 235 Est. Cost $276.60 Unrealized
TPL Texas Pacific Land Trust 0.0%
Value ($000) $65 Shares 54 Est. Cost $117.17 Unrealized +25.4%
HWC Hancock Holding Co 0.0%
Value ($000) $64 Shares 1,364 Est. Cost $39.36 Unrealized +12.6%
GPC Genuine Parts Company 0.0%
Value ($000) $62 Shares 513 Est. Cost $110.46 Unrealized 0.0%
ABT Abbott Laboratories 0.0%
Value ($000) $62 Shares 528 Est. Cost $81.43 Unrealized +39.4%
Qurate Retail Inc Series A 0.0%
Value ($000) $62 Shares 6,059 Est. Cost $11.72 Unrealized
AMAT Applied Materials, Inc. 0.0%
Value ($000) $61 Shares 471 Est. Cost $130.59 Unrealized 0.0%
AIZ Assurant 0.0%
Value ($000) $61 Shares 385 Est. Cost $123.86 Unrealized +20.8%
SLYV SPDR S&P 600 Small Cap Value ETF 0.0%
Value ($000) $61 Shares 750 Est. Cost $81.33 Unrealized
REGN Regeneron Pharmaceuticals 0.0%
Value ($000) $60 Shares 99 Est. Cost $617.39 Unrealized 0.0%
AMD Advanced Micro Devices, Inc. 0.0%
Value ($000) $60 Shares 581 Est. Cost $102.22 Unrealized 0.0%
LAMR Lamar Advertising Co 0.0%
Value ($000) $60 Shares 532 Est. Cost $93.98 Unrealized
MRK Merck & Co Inc 0.0%
Value ($000) $57 Shares 757 Est. Cost $61.92 Unrealized +6.8%
LNG Cheniere Energy 0.0%
Value ($000) $57 Shares 579 Est. Cost $68.37 Unrealized +28.0%
MEI Methode Electronics Inc. 0.0%
Value ($000) $56 Shares 1,326 Est. Cost $35.62 Unrealized +12.4%
WH Wyndham Hotels & Resort Inc 0.0%
Value ($000) $56 Shares 720 Est. Cost $71.76 Unrealized 0.0%
ICE Intercontinental Exchange Group 0.0%
Value ($000) $56 Shares 484 Est. Cost $112.02 Unrealized 0.0%
NRG NRG Energy Inc 0.0%
Value ($000) $56 Shares 1,373 Est. Cost $37.59 Unrealized 0.0%
MPC Marathon Petroleum Corp 0.0%
Value ($000) $55 Shares 892 Est. Cost $51.79 Unrealized 0.0%
CHTR Charter Communications Inc. 0.0%
Value ($000) $54 Shares 74 Est. Cost $758.74 Unrealized 0.0%
PKG Packaging Corp of America 0.0%
Value ($000) $53 Shares 385 Est. Cost $124.77 Unrealized 0.0%
C Citigroup Inc 0.0%
Value ($000) $53 Shares 750 Est. Cost $40.30 Unrealized +48.1%
ENPH Enphase Energy Inc 0.0%
Value ($000) $53 Shares 352 Est. Cost $171.59 Unrealized 0.0%
SWKS Skyworks Solutions Inc 0.0%
Value ($000) $53 Shares 319 Est. Cost $161.83 Unrealized 0.0%
SNAP Snap Inc 0.0%
Value ($000) $53 Shares 719 Est. Cost $22.79 Unrealized +217.0%
UBER Uber Technologies, Inc. 0.0%
Value ($000) $52 Shares 1,160 Est. Cost $55.80 Unrealized -21.7%
PEG Public Service Enterprise Group Inc 0.0%
Value ($000) $52 Shares 855 Est. Cost $53.86 Unrealized 0.0%
DD DuPont Inc. 0.0%
Value ($000) $51 Shares 746 Est. Cost $28.36 Unrealized 0.0%
OPTU Altice USA Inc 0.0%
Value ($000) $51 Shares 2,444 Est. Cost $34.83 Unrealized -16.4%
VMware Inc 0.0%
Value ($000) $51 Shares 344 Est. Cost $148.26 Unrealized
CL Colgate-Palmolive Co 0.0%
Value ($000) $51 Shares 670 Est. Cost $62.83 Unrealized +14.1%
MAS Masco Corp 0.0%
Value ($000) $50 Shares 908 Est. Cost $54.65 Unrealized 0.0%
ROST Ross Stores Inc 0.0%
Value ($000) $49 Shares 454 Est. Cost $113.94 Unrealized 0.0%
EMR Emerson Electric Co 0.0%
Value ($000) $48 Shares 514 Est. Cost $90.42 Unrealized +0.9%
FIS Fidelity National Information Services Inc 0.0%
Value ($000) $48 Shares 391 Est. Cost $120.76 Unrealized 0.0%
UPS United Parcel Service Cl B 0.0%
Value ($000) $48 Shares 264 Est. Cost $162.74 Unrealized 0.0%
NOW ServiceNow Inc 0.0%
Value ($000) $47 Shares 76 Est. Cost $103.99 Unrealized +16.5%
OMC Omnicom Group Inc 0.0%
Value ($000) $47 Shares 644 Est. Cost $63.56 Unrealized 0.0%
PPG PPG Industries, Inc. 0.0%
Value ($000) $47 Shares 329 Est. Cost $146.71 Unrealized 0.0%
EWBC East West Bancorp Inc 0.0%
Value ($000) $46 Shares 591 Est. Cost $59.89 Unrealized +8.0%
DELL Dell Technologies Inc 0.0%
Value ($000) $46 Shares 438 Est. Cost $45.70 Unrealized 0.0%
AER Aercap Hldgs NV 0.0%
Value ($000) $46 Shares 792 Est. Cost $47.93 Unrealized +10.1%
ADSK Autodesk Inc 0.0%
Value ($000) $46 Shares 163 Est. Cost $263.53 Unrealized +16.1%
CMI Cummins Inc 0.0%
Value ($000) $45 Shares 201 Est. Cost $210.43 Unrealized 0.0%
AFG American Financial Group Inc. 0.0%
Value ($000) $44 Shares 350 Est. Cost $61.35 Unrealized +43.6%
CCI Crown Castle Intl Corp 0.0%
Value ($000) $44 Shares 252 Est. Cost $127.80 Unrealized +22.0%
LMT Lockheed Martin Corp 0.0%
Value ($000) $44 Shares 128 Est. Cost $320.77 Unrealized 0.0%
Synovus Financial Corp Com 0.0%
Value ($000) $44 Shares 1,002 Est. Cost $45.82 Unrealized
GPN Global Payments Inc 0.0%
Value ($000) $44 Shares 278 Est. Cost $155.39 Unrealized +7.3%
ACM Aecom 0.0%
Value ($000) $42 Shares 666 Est. Cost $54.74 Unrealized +11.9%
EMN Eastman Chemical Co 0.0%
Value ($000) $42 Shares 412 Est. Cost $91.30 Unrealized +2.8%
FNB F.N.B. Corp 0.0%
Value ($000) $42 Shares 3,647 Est. Cost $9.68 Unrealized +1.4%
LUV Southwest Airlines Co 0.0%
Value ($000) $42 Shares 813 Est. Cost $46.99 Unrealized 0.0%
OLED Universal Display Corporation 0.0%
Value ($000) $41 Shares 237 Est. Cost $198.32 Unrealized 0.0%
NEE Nextera Energy Inc 0.0%
Value ($000) $41 Shares 528 Est. Cost $57.38 Unrealized +25.2%
HLF Herbalife Ltd (ISIN #KYG4412G1010 SEDOL #B0539H3) 0.0%
Value ($000) $41 Shares 978 Est. Cost $49.45 Unrealized 0.0%
COF Capital One Financial Corp 0.0%
Value ($000) $40 Shares 250 Est. Cost $107.90 Unrealized +39.7%
HIG Hartford Financial Services Group Inc 0.0%
Value ($000) $40 Shares 569 Est. Cost $60.45 Unrealized 0.0%
HLT Hilton Worldwide Holdings Inc. 0.0%
Value ($000) $40 Shares 305 Est. Cost $124.85 Unrealized 0.0%
MRVL Marvell Technology Group Ltd. 0.0%
Value ($000) $40 Shares 666 Est. Cost $58.88 Unrealized 0.0%
MOD Modine Manufacturing Co. 0.0%
Value ($000) $39 Shares 3,456 Est. Cost $14.22 Unrealized -1.8%
CATY Cathay General Bancorp 0.0%
Value ($000) $39 Shares 954 Est. Cost $32.90 Unrealized +2.7%
VTRS Viatris Inc 0.0%
Value ($000) $39 Shares 2,895 Est. Cost $11.72 Unrealized 0.0%
DLR Digital Realty Trust REIT 0.0%
Value ($000) $39 Shares 270 Est. Cost $134.23 Unrealized 0.0%
IVZ Invesco Limited (ISIN #BMG491BT1088 SEDOL #B28XP76) 0.0%
Value ($000) $39 Shares 1,604 Est. Cost $20.64 Unrealized 0.0%
DRI Darden Restaurants Inc Com 0.0%
Value ($000) $38 Shares 254 Est. Cost $127.55 Unrealized 0.0%
BP BP PLC Spons ADR 0.0%
Value ($000) $38 Shares 1,400 Est. Cost $37.35 Unrealized
ZTS Zoetis Inc Common 0.0%
Value ($000) $37 Shares 193 Est. Cost $155.43 Unrealized +24.6%
SWK Stanley Black & Decker 0.0%
Value ($000) $36 Shares 203 Est. Cost $166.72 Unrealized 0.0%
PBH Prestige Brands Hldgs 0.0%
Value ($000) $35 Shares 623 Est. Cost $42.02 Unrealized +30.7%
SLB Schlumberger Limited 0.0%
Value ($000) $34 Shares 1,134 Est. Cost $24.69 Unrealized +5.3%
DHI D. R. Horton Inc 0.0%
Value ($000) $34 Shares 401 Est. Cost $88.14 Unrealized 0.0%
HBAN Huntington Bancshares Inc 0.0%
Value ($000) $34 Shares 2,212 Est. Cost $12.39 Unrealized -2.8%
MHK Mohawk Industries Inc 0.0%
Value ($000) $34 Shares 189 Est. Cost $193.76 Unrealized 0.0%
XYZ Square Inc 0.0%
Value ($000) $33 Shares 137 Est. Cost $195.07 Unrealized +31.7%
USFD US Foods Holding Corp 0.0%
Value ($000) $33 Shares 959 Est. Cost $36.15 Unrealized -5.1%
DUK Duke Energy Corp 0.0%
Value ($000) $32 Shares 332 Est. Cost $60.03 Unrealized +45.3%
NEM Newmont Mining Corp 0.0%
Value ($000) $32 Shares 595 Est. Cost $51.35 Unrealized 0.0%
HON Honeywell International Inc 0.0%
Value ($000) $31 Shares 146 Est. Cost $178.74 Unrealized +8.9%
BK Bank Of New York Mellon Corp 0.0%
Value ($000) $30 Shares 588 Est. Cost $45.87 Unrealized 0.0%
MTH Meritage Homes Corp 0.0%
Value ($000) $30 Shares 314 Est. Cost $43.33 Unrealized +18.9%
VTR Ventas, Inc. 0.0%
Value ($000) $30 Shares 539 Est. Cost $38.61 Unrealized +27.1%
CB Chubb Limited 0.0%
Value ($000) $30 Shares 175 Est. Cost $131.46 Unrealized +25.5%
SLM SLM Corp 0.0%
Value ($000) $28 Shares 1,580 Est. Cost $15.17 Unrealized +23.8%
Twitter Inc 0.0%
Value ($000) $28 Shares 462 Est. Cost $54.11 Unrealized
Xilinx Inc 0.0%
Value ($000) $28 Shares 187 Est. Cost $71.25 Unrealized
Veritex Holdings Inc 0.0%
Value ($000) $28 Shares 714 Est. Cost $32.57 Unrealized
BL BlackLine Inc 0.0%
Value ($000) $27 Shares 228 Est. Cost $111.58 Unrealized +3.0%
BLMN Bloomin Brands Inc 0.0%
Value ($000) $27 Shares 1,069 Est. Cost $20.44 Unrealized +6.9%
BDC Belden Inc. 0.0%
Value ($000) $27 Shares 467 Est. Cost $44.89 Unrealized +18.1%
TMO Thermo Fisher Scientific Inc 0.0%
Value ($000) $26 Shares 46 Est. Cost $462.59 Unrealized +17.2%
VAC Marriott Vacations Worldwide Corp 0.0%
Value ($000) $25 Shares 159 Est. Cost $155.86 Unrealized -2.8%
SPOT Spotify Technology S.A. 0.0%
Value ($000) $24 Shares 108 Est. Cost $282.20 Unrealized -16.5%
TRV Travelers Companies Inc 0.0%
Value ($000) $24 Shares 160 Est. Cost $115.62 Unrealized +22.6%
Tilray Inc 0.0%
Value ($000) $23 Shares 2,000 Est. Cost $22.50 Unrealized
Great Westin Bancorp Inc. 0.0%
Value ($000) $23 Shares 707 Est. Cost $30.53 Unrealized
ETR Entergy Corporation 0.0%
Value ($000) $23 Shares 231 Est. Cost $39.50 Unrealized +15.4%
SP Plus Corporation 0.0%
Value ($000) $23 Shares 762 Est. Cost $32.69 Unrealized
NX Quanex Building Products Corporation 0.0%
Value ($000) $22 Shares 1,040 Est. Cost $23.29 Unrealized -5.9%
VEEV Veeva Systems 0.0%
Value ($000) $22 Shares 78 Est. Cost $280.15 Unrealized +13.3%
Athene Holding Ltd 0.0%
Value ($000) $22 Shares 323 Est. Cost $68.11 Unrealized
IBM International Business Machines 0.0%
Value ($000) $22 Shares 155 Est. Cost $111.40 Unrealized +0.7%
AXS Axis Capital Holdings Limited 0.0%
Value ($000) $22 Shares 475 Est. Cost $44.01 Unrealized +0.6%
SYBT Stock Yards Bancorp Inc 0.0%
Value ($000) $21 Shares 360 Est. Cost $47.96 Unrealized +6.7%
WY Weyerhaeuser Co 0.0%
Value ($000) $20 Shares 559 Est. Cost $24.49 Unrealized +18.2%
T AT&T Inc 0.0%
Value ($000) $20 Shares 740 Est. Cost $16.14 Unrealized -0.5%
BALL Ball Corporation 0.0%
Value ($000) $19 Shares 213 Est. Cost $83.70 Unrealized 0.0%
PRU Prudential Financial Inc 0.0%
Value ($000) $19 Shares 185 Est. Cost $69.67 Unrealized +19.7%
MLM Martin Marietta Materials, Inc 0.0%
Value ($000) $19 Shares 55 Est. Cost $353.89 Unrealized 0.0%
CBT Cabot Corp 0.0%
Value ($000) $19 Shares 386 Est. Cost $44.40 Unrealized +9.7%
CNDT Conduent Inc 0.0%
Value ($000) $17 Shares 2,623 Est. Cost $5.70 Unrealized +20.5%
Mesa Air Group Inc 0.0%
Value ($000) $16 Shares 2,099 Est. Cost $13.52 Unrealized
KDP Keurig Dr Pepper Inc 0.0%
Value ($000) $16 Shares 470 Est. Cost $31.17 Unrealized 0.0%
ESTC Elastic NV 0.0%
Value ($000) $16 Shares 108 Est. Cost $122.92 Unrealized +25.1%
PGR Progressive Corporation 0.0%
Value ($000) $15 Shares 164 Est. Cost $85.34 Unrealized 0.0%
CVNA Carvana Co 0.0%
Value ($000) $14 Shares 46 Est. Cost $228.56 Unrealized +45.5%
TJX TJX Cos Inc 0.0%
Value ($000) $14 Shares 218 Est. Cost $65.45 Unrealized 0.0%
TTD Trade Desk Inc 0.0%
Value ($000) $13 Shares 190 Est. Cost $65.06 Unrealized +18.8%
BANF BancFirst Corporation 0.0%
Value ($000) $13 Shares 212 Est. Cost $60.44 Unrealized -12.8%
KMX CarMax, Inc 0.0%
Value ($000) $13 Shares 104 Est. Cost $93.77 Unrealized +41.9%
CBRE CBRE Group 0.0%
Value ($000) $12 Shares 125 Est. Cost $56.51 Unrealized +64.4%
ETSY Etsy Inc 0.0%
Value ($000) $12 Shares 58 Est. Cost $150.38 Unrealized +34.8%
SSTI Shotspotter Inc 0.0%
Value ($000) $11 Shares 314 Est. Cost $32.82 Unrealized +27.9%
EPR EPR Properties REIT 0.0%
Value ($000) $11 Shares 215 Est. Cost $50.59 Unrealized
TWLO Twilio Inc 0.0%
Value ($000) $11 Shares 33 Est. Cost $312.48 Unrealized +16.5%
Citric Systems Inc 0.0%
Value ($000) $11 Shares 98 Est. Cost $112.24 Unrealized
ZM Zoom Video Communications Inc Class A 0.0%
Value ($000) $10 Shares 40 Est. Cost $445.83 Unrealized -24.4%
WSFS WSFS Financial Corporation 0.0%
Value ($000) $10 Shares 194 Est. Cost $48.16 Unrealized -6.6%
BIDU Baidu Inc ADR 0.0%
Value ($000) $10 Shares 66 Est. Cost $106.06 Unrealized
DGRW WisdomTree U.S. Quality Dividend Growth Fund 0.0%
Value ($000) $9 Shares 160 Est. Cost $50.00 Unrealized
LKFN Lakeland Financial Corporation 0.0%
Value ($000) $9 Shares 124 Est. Cost $57.02 Unrealized +0.2%
STBA S&T Bancorp, Inc. 0.0%
Value ($000) $8 Shares 265 Est. Cost $29.68 Unrealized -0.7%
Athersys Inc Common 0.0%
Value ($000) $8 Shares 6,265 Est. Cost $1.44 Unrealized
BHF Brighthouse Financial Inc 0.0%
Value ($000) $8 Shares 184 Est. Cost $37.24 Unrealized +21.0%
LUMN Lumen Technologies Inc 0.0%
Value ($000) $6 Shares 474 Est. Cost $10.83 Unrealized +4.8%
RODM Hartford Multifactor Developed Markets ex-US ETF 0.0%
Value ($000) $6 Shares 209 Est. Cost $23.92 Unrealized
UAA Under Armour Inc Class A Shs 0.0%
Value ($000) $6 Shares 296 Est. Cost $19.56 Unrealized +13.0%
UA Under Armour 0.0%
Value ($000) $5 Shares 297 Est. Cost $18.83 Unrealized +1.7%
OGN Organon & Co 0.0%
Value ($000) $5 Shares 153 Est. Cost $26.28 Unrealized 0.0%
XES SPDR S&P Oil & Gas Equipment & Services 0.0%
Value ($000) $2 Shares 28 Est. Cost $35.71 Unrealized
Sierra Wireless, Inc. 0.0%
Value ($000) $1 Shares 58 Est. Cost $14.18 Unrealized
UCB United Community Banks Inc Blairsville Ga 0.0%
Value ($000) $1 Shares 39 Est. Cost $27.68 Unrealized +8.3%
CBSH Commerce Bancshares, Inc. 0.0%
Value ($000) $0 Shares 6 Est. Cost $46.53 Unrealized +15.1%
Fire Eye Inc 0.0%
Value ($000) $0 Shares 7 Est. Cost Unrealized