Lee Financial Co Diversified Active

CIK: 0001391166 · Show all filings

Period: Q4 2020 (← Previous) (Next →)

Filing Date: Feb 12, 2021

Total Value ($000): $385,550 (100.0% shares, 0.0% debt)

Holdings (488)

IJH ISHARES TR 14.5%
Value ($000) $55,932 Shares 243,364 Est. Cost $170.70 Unrealized
IVV ISHARES TR 9.8%
Value ($000) $37,637 Shares 100,260 Est. Cost $264.44 Unrealized
GLD SPDR GOLD TR 7.4%
Value ($000) $28,343 Shares 158,911 Est. Cost $165.14 Unrealized
FNDE SCHWAB STRATEGIC TR 5.5%
Value ($000) $21,293 Shares 753,473 Est. Cost $28.18 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 4.9%
Value ($000) $18,759 Shares 80,901 Est. Cost $195.72 Unrealized +12.5%
MTUM ISHARES TR 4.9%
Value ($000) $18,752 Shares 116,265 Est. Cost $128.96 Unrealized
IEMG ISHARES INC 2.8%
Value ($000) $10,977 Shares 176,930 Est. Cost $49.56 Unrealized
DVY ISHARES TR 2.7%
Value ($000) $10,551 Shares 109,699 Est. Cost $86.13 Unrealized
AAPL APPLE INC 2.4%
Value ($000) $9,390 Shares 70,764 Est. Cost $86.11 Unrealized +35.9%
AGG ISHARES TR 2.3%
Value ($000) $9,016 Shares 76,283 Est. Cost $109.06 Unrealized
SCHM SCHWAB STRATEGIC TR 2.2%
Value ($000) $8,606 Shares 126,219 Est. Cost $50.43 Unrealized
STIP ISHARES TR 1.9%
Value ($000) $7,298 Shares 69,886 Est. Cost $100.43 Unrealized
TLT ISHARES TR 1.9%
Value ($000) $7,173 Shares 45,476 Est. Cost $163.66 Unrealized
SCHX SCHWAB STRATEGIC TR 1.7%
Value ($000) $6,490 Shares 71,359 Est. Cost $64.44 Unrealized
XLE SELECT SECTOR SPDR TR 1.7%
Value ($000) $6,443 Shares 170,009 Est. Cost $39.48 Unrealized
EEMV ISHARES INC 1.4%
Value ($000) $5,206 Shares 85,232 Est. Cost $53.71 Unrealized
MSFT MICROSOFT CORP 1.2%
Value ($000) $4,777 Shares 21,475 Est. Cost $87.05 Unrealized +136.7%
IEFA ISHARES TR 1.2%
Value ($000) $4,555 Shares 65,934 Est. Cost $58.22 Unrealized
SCHE SCHWAB STRATEGIC TR 1.2%
Value ($000) $4,529 Shares 147,749 Est. Cost $25.90 Unrealized
IVW ISHARES TR 1.1%
Value ($000) $4,127 Shares 64,660 Est. Cost $78.40 Unrealized
IEUS ISHARES TR 0.8%
Value ($000) $3,101 Shares 49,943 Est. Cost $54.63 Unrealized
AVGO BROADCOM INC 0.8%
Value ($000) $2,957 Shares 6,753 Est. Cost $20.83 Unrealized +67.2%
NEE NEXTERA ENERGY INC 0.7%
Value ($000) $2,819 Shares 36,531 Est. Cost $55.61 Unrealized +18.0%
BROOKFIELD INFRASTRUCTURE CO 0.6%
Value ($000) $2,365 Shares 32,715 Est. Cost $47.62 Unrealized
ACWI ISHARES TR 0.6%
Value ($000) $2,344 Shares 25,833 Est. Cost $67.22 Unrealized
SCHZ SCHWAB STRATEGIC TR 0.6%
Value ($000) $2,287 Shares 40,823 Est. Cost $52.44 Unrealized
UNH UNITEDHEALTH GROUP INC 0.6%
Value ($000) $2,202 Shares 6,278 Est. Cost $233.05 Unrealized +32.2%
IJR ISHARES TR 0.6%
Value ($000) $2,155 Shares 23,447 Est. Cost $85.94 Unrealized
ABBV ABBVIE INC 0.5%
Value ($000) $2,050 Shares 19,127 Est. Cost $44.74 Unrealized +76.4%
EMB ISHARES TR 0.5%
Value ($000) $1,857 Shares 16,018 Est. Cost $111.40 Unrealized
XIFR NEXTERA ENERGY PARTNERS LP 0.5%
Value ($000) $1,840 Shares 27,443 Est. Cost $43.14 Unrealized +49.4%
BR BROADRIDGE FINL SOLUTIONS IN 0.5%
Value ($000) $1,819 Shares 11,875 Est. Cost $93.33 Unrealized +42.6%
CYRUSONE INC 0.5%
Value ($000) $1,800 Shares 24,609 Est. Cost $58.91 Unrealized
AMT AMERICAN TOWER CORP NEW 0.5%
Value ($000) $1,793 Shares 7,987 Est. Cost $93.84 Unrealized +112.8%
LMT LOCKHEED MARTIN CORP 0.5%
Value ($000) $1,767 Shares 4,977 Est. Cost $207.85 Unrealized +53.5%
WSO WATSCO INC 0.4%
Value ($000) $1,722 Shares 7,602 Est. Cost $145.76 Unrealized +57.7%
LINDE PLC 0.4%
Value ($000) $1,673 Shares 6,349 Est. Cost $156.05 Unrealized
PM PHILIP MORRIS INTL INC 0.4%
Value ($000) $1,550 Shares 18,724 Est. Cost $59.96 Unrealized +0.7%
MRK MERCK & CO. INC 0.4%
Value ($000) $1,470 Shares 17,962 Est. Cost $46.92 Unrealized +38.2%
CSCO CISCO SYS INC 0.4%
Value ($000) $1,446 Shares 32,326 Est. Cost $23.59 Unrealized +49.5%
AMGN AMGEN INC 0.4%
Value ($000) $1,437 Shares 6,250 Est. Cost $138.36 Unrealized +41.9%
SCHF SCHWAB STRATEGIC TR 0.4%
Value ($000) $1,436 Shares 39,877 Est. Cost $31.06 Unrealized
ECL ECOLAB INC 0.4%
Value ($000) $1,429 Shares 6,603 Est. Cost $139.21 Unrealized +41.9%
PAYX PAYCHEX INC 0.4%
Value ($000) $1,411 Shares 15,140 Est. Cost $44.98 Unrealized +71.0%
IBMO ISHARES TR 0.4%
Value ($000) $1,389 Shares 51,300 Est. Cost $26.13 Unrealized
QSR RESTAURANT BRANDS INTL INC 0.4%
Value ($000) $1,381 Shares 22,592 Est. Cost $57.91 Unrealized +0.8%
STAG STAG INDL INC 0.4%
Value ($000) $1,375 Shares 43,891 Est. Cost $24.17 Unrealized
VICI VICI PPTYS INC 0.3%
Value ($000) $1,342 Shares 52,652 Est. Cost $15.69 Unrealized +20.6%
CME CME GROUP INC 0.3%
Value ($000) $1,294 Shares 7,104 Est. Cost $124.79 Unrealized +10.9%
AMZN AMAZON COM INC 0.3%
Value ($000) $1,218 Shares 374 Est. Cost $115.89 Unrealized +37.7%
SCHA SCHWAB STRATEGIC TR 0.3%
Value ($000) $1,201 Shares 13,499 Est. Cost $63.28 Unrealized
MO ALTRIA GROUP INC 0.3%
Value ($000) $1,112 Shares 27,112 Est. Cost $26.37 Unrealized +1.2%
ISTB ISHARES TR 0.3%
Value ($000) $1,090 Shares 21,117 Est. Cost $49.75 Unrealized
ORI OLD REP INTL CORP 0.3%
Value ($000) $1,081 Shares 54,866 Est. Cost $9.31 Unrealized +20.1%
ELS EQUITY LIFESTYLE PPTYS INC 0.3%
Value ($000) $1,026 Shares 16,187 Est. Cost $60.53 Unrealized
KMI KINDER MORGAN INC DEL 0.3%
Value ($000) $981 Shares 71,807 Est. Cost $11.47 Unrealized -13.4%
SCHP SCHWAB STRATEGIC TR 0.3%
Value ($000) $971 Shares 15,644 Est. Cost $55.43 Unrealized
NEM NEWMONT CORP 0.2%
Value ($000) $962 Shares 16,060 Est. Cost $26.92 Unrealized +94.5%
PHYSICIANS RLTY TR 0.2%
Value ($000) $919 Shares 51,610 Est. Cost $14.50 Unrealized
IGIB ISHARES TR 0.2%
Value ($000) $917 Shares 14,848 Est. Cost $91.19 Unrealized
AGNC AGNC INVT CORP 0.2%
Value ($000) $908 Shares 58,201 Est. Cost $16.08 Unrealized
ET ENERGY TRANSFER LP 0.2%
Value ($000) $896 Shares 145,087 Est. Cost $10.54 Unrealized
EMLP FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $882 Shares 42,072 Est. Cost $19.60 Unrealized
MA MASTERCARD INCORPORATED 0.2%
Value ($000) $875 Shares 2,450 Est. Cost $118.72 Unrealized +172.4%
IVE ISHARES TR 0.2%
Value ($000) $868 Shares 6,780 Est. Cost $122.79 Unrealized
IBDR ISHARES TR 0.2%
Value ($000) $755 Shares 27,866 Est. Cost $23.33 Unrealized
ISHARES TR 0.2%
Value ($000) $745 Shares 27,221 Est. Cost $23.92 Unrealized
ISHARES TR 0.2%
Value ($000) $716 Shares 26,920 Est. Cost $24.07 Unrealized
FE FIRSTENERGY CORP 0.2%
Value ($000) $689 Shares 22,529 Est. Cost $34.67 Unrealized -30.1%
ISHARES TR 0.2%
Value ($000) $681 Shares 25,994 Est. Cost $24.97 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.2%
Value ($000) $657 Shares 33,564 Est. Cost $26.23 Unrealized
XOM EXXON MOBIL CORP 0.2%
Value ($000) $651 Shares 15,789 Est. Cost $56.14 Unrealized -45.9%
SHY ISHARES TR 0.2%
Value ($000) $637 Shares 7,380 Est. Cost $84.62 Unrealized
IWF ISHARES TR 0.2%
Value ($000) $623 Shares 2,582 Est. Cost $138.73 Unrealized
SUN SUNOCO LP/SUNOCO FIN CORP 0.2%
Value ($000) $623 Shares 21,650 Est. Cost $25.26 Unrealized
VTI VANGUARD INDEX FDS 0.2%
Value ($000) $608 Shares 3,123 Est. Cost $137.55 Unrealized
QQQ INVESCO QQQ TR 0.2%
Value ($000) $582 Shares 1,854 Est. Cost $204.29 Unrealized
ASHR DBX ETF TR 0.1%
Value ($000) $555 Shares 13,852 Est. Cost $35.08 Unrealized
ITM VANECK VECTORS ETF TR 0.1%
Value ($000) $546 Shares 10,500 Est. Cost $47.43 Unrealized
HD HOME DEPOT INC 0.1%
Value ($000) $528 Shares 1,986 Est. Cost $163.68 Unrealized +48.1%
RWR SPDR SER TR 0.1%
Value ($000) $513 Shares 5,919 Est. Cost $92.88 Unrealized
FLOT ISHARES TR 0.1%
Value ($000) $505 Shares 9,958 Est. Cost $50.84 Unrealized
WMT WALMART INC 0.1%
Value ($000) $496 Shares 3,439 Est. Cost $28.49 Unrealized +58.8%
VERITEX HLDGS INC 0.1%
Value ($000) $485 Shares 18,900 Est. Cost $26.72 Unrealized
ATEC ALPHATEC HLDGS INC 0.1%
Value ($000) $478 Shares 32,930 Est. Cost $4.86 Unrealized +117.3%
SHYG ISHARES TR 0.1%
Value ($000) $466 Shares 10,256 Est. Cost $45.61 Unrealized
ORCL ORACLE CORP 0.1%
Value ($000) $457 Shares 7,057 Est. Cost $35.79 Unrealized +55.1%
GLP GLOBAL PARTNERS LP 0.1%
Value ($000) $429 Shares 25,800 Est. Cost $9.18 Unrealized
LEN LENNAR CORP 0.1%
Value ($000) $424 Shares 5,557 Est. Cost $55.25 Unrealized +26.1%
OKE ONEOK INC NEW 0.1%
Value ($000) $423 Shares 11,018 Est. Cost $32.85 Unrealized -24.2%
GOOG ALPHABET INC 0.1%
Value ($000) $405 Shares 231 Est. Cost $53.47 Unrealized +56.6%
MMLP MARTIN MIDSTREAM PRTNRS L P 0.1%
Value ($000) $388 Shares 271,369 Est. Cost $1.12 Unrealized
SCZ ISHARES TR 0.1%
Value ($000) $375 Shares 5,482 Est. Cost $57.66 Unrealized
LUV SOUTHWEST AIRLS CO 0.1%
Value ($000) $365 Shares 7,825 Est. Cost $43.33 Unrealized -7.0%
REATA PHARMACEUTICALS INC 0.1%
Value ($000) $358 Shares 2,897 Est. Cost $91.71 Unrealized
HCA HCA HEALTHCARE INC 0.1%
Value ($000) $357 Shares 2,170 Est. Cost $93.20 Unrealized +50.0%
STZ CONSTELLATION BRANDS INC 0.1%
Value ($000) $350 Shares 1,600 Est. Cost $138.20 Unrealized +30.8%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $348 Shares 1 Est. Cost $230816.08 Unrealized +43.3%
V VISA INC 0.1%
Value ($000) $344 Shares 1,572 Est. Cost $98.27 Unrealized +100.7%
META FACEBOOK INC 0.1%
Value ($000) $331 Shares 1,211 Est. Cost $139.02 Unrealized +95.8%
ABT ABBOTT LABS 0.1%
Value ($000) $326 Shares 2,976 Est. Cost $46.66 Unrealized +112.8%
GOOGL ALPHABET INC 0.1%
Value ($000) $315 Shares 180 Est. Cost $60.96 Unrealized +37.0%
SPYD SPDR SER TR 0.1%
Value ($000) $313 Shares 9,500 Est. Cost $32.95 Unrealized
CAPL CROSSAMERICA PARTNERS LP 0.1%
Value ($000) $309 Shares 18,000 Est. Cost $12.82 Unrealized
BA BOEING CO 0.1%
Value ($000) $297 Shares 1,390 Est. Cost $286.74 Unrealized -33.0%
NFLX NETFLIX INC 0.1%
Value ($000) $295 Shares 546 Est. Cost $37.34 Unrealized +35.8%
ENLINK MIDSTREAM LLC 0.1%
Value ($000) $286 Shares 77,180 Est. Cost $4.28 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC 0.1%
Value ($000) $277 Shares 200 Est. Cost $15.93 Unrealized +64.7%
MRNA MODERNA INC 0.1%
Value ($000) $272 Shares 2,600 Est. Cost $85.44 Unrealized +18.4%
FIBROGEN INC 0.1%
Value ($000) $272 Shares 7,323 Est. Cost $47.38 Unrealized
FDX FEDEX CORP 0.1%
Value ($000) $269 Shares 1,037 Est. Cost $126.12 Unrealized +99.1%
ISHARES TR 0.1%
Value ($000) $268 Shares 10,183 Est. Cost $25.53 Unrealized
COHEN & STEERS QUALITY INCOM 0.1%
Value ($000) $265 Shares 21,356 Est. Cost $12.45 Unrealized
ISHARES TR 0.1%
Value ($000) $263 Shares 10,221 Est. Cost $25.44 Unrealized
JNJ JOHNSON & JOHNSON 0.1%
Value ($000) $258 Shares 1,641 Est. Cost $111.95 Unrealized +13.9%
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $247 Shares 655 Est. Cost $189.19 Unrealized +83.6%
IEV ISHARES TR 0.1%
Value ($000) $237 Shares 4,954 Est. Cost $40.65 Unrealized
TXN TEXAS INSTRS INC 0.1%
Value ($000) $224 Shares 1,364 Est. Cost $87.64 Unrealized +53.6%
MAGELLAN MIDSTREAM PRTNRS LP 0.1%
Value ($000) $202 Shares 4,759 Est. Cost $56.10 Unrealized
TC PIPELINES LP 0.0%
Value ($000) $191 Shares 6,500 Est. Cost $26.03 Unrealized
AAL AMERICAN AIRLS GROUP INC 0.0%
Value ($000) $180 Shares 11,431 Est. Cost $23.20 Unrealized -40.3%
AEGLEA BIOTHERAPEUTICS INC 0.0%
Value ($000) $176 Shares 22,408 Est. Cost $4.33 Unrealized
JPM JPMORGAN CHASE & CO 0.0%
Value ($000) $176 Shares 1,385 Est. Cost $83.91 Unrealized +17.0%
BND VANGUARD BD INDEX FDS 0.0%
Value ($000) $175 Shares 1,982 Est. Cost $86.56 Unrealized
PAA PLAINS ALL AMERN PIPELINE L 0.0%
Value ($000) $175 Shares 21,241 Est. Cost $20.47 Unrealized
MELI MERCADOLIBRE INC 0.0%
Value ($000) $168 Shares 100 Est. Cost $749.93 Unrealized +88.0%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $166 Shares 2,825 Est. Cost $34.15 Unrealized +28.8%
LLY LILLY ELI & CO 0.0%
Value ($000) $159 Shares 939 Est. Cost $99.88 Unrealized +41.5%
DMLP DORCHESTER MINERALS LP 0.0%
Value ($000) $153 Shares 14,000 Est. Cost $15.91 Unrealized
IEP ICAHN ENTERPRISES LP 0.0%
Value ($000) $147 Shares 2,895 Est. Cost $66.88 Unrealized
HOLLY ENERGY PARTNERS L P 0.0%
Value ($000) $142 Shares 10,000 Est. Cost $32.10 Unrealized
FIRST TR MLP & ENERGY INCOM 0.0%
Value ($000) $140 Shares 24,036 Est. Cost $11.83 Unrealized
CRBN ISHARES TR 0.0%
Value ($000) $139 Shares 934 Est. Cost $146.11 Unrealized
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $137 Shares 811 Est. Cost $108.71 Unrealized +25.9%
GLW CORNING INC 0.0%
Value ($000) $136 Shares 3,768 Est. Cost $26.33 Unrealized +17.2%
MPLX MPLX LP 0.0%
Value ($000) $134 Shares 6,166 Est. Cost $28.12 Unrealized
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $132 Shares 2,265 Est. Cost $54.68 Unrealized -9.7%
WMB WILLIAMS COS INC 0.0%
Value ($000) $131 Shares 6,526 Est. Cost $16.62 Unrealized -5.9%
GEL GENESIS ENERGY L P 0.0%
Value ($000) $130 Shares 21,000 Est. Cost $20.49 Unrealized
MGM MGM RESORTS INTERNATIONAL 0.0%
Value ($000) $129 Shares 4,081 Est. Cost $25.54 Unrealized +0.7%
EZU ISHARES INC 0.0%
Value ($000) $126 Shares 2,855 Est. Cost $41.38 Unrealized
IBDT ISHARES TR 0.0%
Value ($000) $121 Shares 4,100 Est. Cost $29.51 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $118 Shares 509 Est. Cost $219.17 Unrealized
MCD MCDONALDS CORP 0.0%
Value ($000) $118 Shares 548 Est. Cost $129.55 Unrealized +49.2%
SHOP SHOPIFY INC 0.0%
Value ($000) $113 Shares 100 Est. Cost $85.41 Unrealized +22.9%
NKE NIKE INC 0.0%
Value ($000) $113 Shares 800 Est. Cost $85.46 Unrealized +44.2%
INTC INTEL CORP 0.0%
Value ($000) $113 Shares 2,272 Est. Cost $40.16 Unrealized +9.6%
SPY SPDR S&P 500 ETF TR 0.0%
Value ($000) $113 Shares 303 Est. Cost $295.98 Unrealized
CONCHO RES INC 0.0%
Value ($000) $112 Shares 1,920 Est. Cost $152.73 Unrealized
CVX CHEVRON CORP NEW 0.0%
Value ($000) $111 Shares 1,315 Est. Cost $75.16 Unrealized -13.5%
SIBN SI BONE INC 0.0%
Value ($000) $111 Shares 3,700 Est. Cost $18.92 Unrealized +28.7%
AZN ASTRAZENECA PLC 0.0%
Value ($000) $110 Shares 2,193 Est. Cost $53.94 Unrealized
JPST J P MORGAN EXCHANGE-TRADED F 0.0%
Value ($000) $110 Shares 2,171 Est. Cost $49.79 Unrealized
TEXAS PAC LD TR 0.0%
Value ($000) $110 Shares 151 Est. Cost $860.93 Unrealized
VO VANGUARD INDEX FDS 0.0%
Value ($000) $103 Shares 498 Est. Cost $159.84 Unrealized
DEO DIAGEO PLC 0.0%
Value ($000) $103 Shares 650 Est. Cost $116.26 Unrealized
VXUS VANGUARD STAR FDS 0.0%
Value ($000) $102 Shares 1,700 Est. Cost $57.81 Unrealized
ETF MANAGERS TR 0.0%
Value ($000) $100 Shares 1,455 Est. Cost $40.86 Unrealized
BSM BLACK STONE MINERALS L P 0.0%
Value ($000) $100 Shares 15,000 Est. Cost $15.29 Unrealized
MDT MEDTRONIC PLC 0.0%
Value ($000) $100 Shares 853 Est. Cost $86.81 Unrealized +9.5%
AMAT APPLIED MATLS INC 0.0%
Value ($000) $99 Shares 1,150 Est. Cost $46.07 Unrealized +53.4%
PEP PEPSICO INC 0.0%
Value ($000) $98 Shares 658 Est. Cost $85.83 Unrealized +41.2%
BIZD VANECK VECTORS ETF TR 0.0%
Value ($000) $96 Shares 7,010 Est. Cost $13.53 Unrealized
CSX CSX CORP 0.0%
Value ($000) $95 Shares 1,050 Est. Cost $9.89 Unrealized +171.3%
CHKP CHECK POINT SOFTWARE TECH LT 0.0%
Value ($000) $94 Shares 711 Est. Cost $83.98 Unrealized +45.5%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $93 Shares 738 Est. Cost $97.00 Unrealized -3.7%
TSN TYSON FOODS INC 0.0%
Value ($000) $92 Shares 1,432 Est. Cost $58.53 Unrealized -9.0%
NVDA NVIDIA CORPORATION 0.0%
Value ($000) $91 Shares 175 Est. Cost $6.09 Unrealized +119.0%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $90 Shares 340 Est. Cost $184.95 Unrealized +6.5%
CRK COMSTOCK RES INC 0.0%
Value ($000) $87 Shares 20,000 Est. Cost $5.42 Unrealized -13.4%
HST HOST HOTELS & RESORTS INC 0.0%
Value ($000) $85 Shares 5,828 Est. Cost $14.30 Unrealized -25.2%
NVS NOVARTIS AG 0.0%
Value ($000) $85 Shares 900 Est. Cost $78.92 Unrealized
MPC MARATHON PETE CORP 0.0%
Value ($000) $83 Shares 2,000 Est. Cost $34.35 Unrealized -8.9%
PFF ISHARES TR 0.0%
Value ($000) $83 Shares 2,165 Est. Cost $37.80 Unrealized
IFF INTERNATIONAL FLAVORS&FRAGRA 0.0%
Value ($000) $82 Shares 750 Est. Cost $99.79 Unrealized -2.3%
TJX TJX COS INC NEW 0.0%
Value ($000) $82 Shares 1,200 Est. Cost $49.76 Unrealized +13.5%
PFE PFIZER INC 0.0%
Value ($000) $82 Shares 2,224 Est. Cost $26.73 Unrealized +7.1%
SUSB ISHARES TR 0.0%
Value ($000) $81 Shares 3,085 Est. Cost $26.00 Unrealized
CCI CROWN CASTLE INTL CORP NEW 0.0%
Value ($000) $80 Shares 500 Est. Cost $127.80 Unrealized 0.0%
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $80 Shares 1,533 Est. Cost $34.75 Unrealized +19.9%
PH PARKER-HANNIFIN CORP 0.0%
Value ($000) $80 Shares 294 Est. Cost $119.57 Unrealized +93.5%
T AT&T INC 0.0%
Value ($000) $78 Shares 2,710 Est. Cost $15.52 Unrealized -0.9%
SDOG ALPS ETF TR 0.0%
Value ($000) $74 Shares 1,661 Est. Cost $43.35 Unrealized
PG PROCTER AND GAMBLE CO 0.0%
Value ($000) $73 Shares 525 Est. Cost $86.34 Unrealized +42.7%
SBR SABINE ROYALTY TR 0.0%
Value ($000) $71 Shares 2,500 Est. Cost $35.60 Unrealized
VBR VANGUARD INDEX FDS 0.0%
Value ($000) $71 Shares 500 Est. Cost $142.00 Unrealized
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $70 Shares 768 Est. Cost $57.39 Unrealized +31.9%
ETR ENTERGY CORP NEW 0.0%
Value ($000) $65 Shares 650 Est. Cost $29.64 Unrealized +47.1%
RPRX ROYALTY PHARMA PLC 0.0%
Value ($000) $65 Shares 1,300 Est. Cost $42.43 Unrealized 0.0%
SRE SEMPRA ENERGY 0.0%
Value ($000) $64 Shares 500 Est. Cost $52.46 Unrealized +3.9%
TIP ISHARES TR 0.0%
Value ($000) $64 Shares 500 Est. Cost $124.00 Unrealized
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $62 Shares 1,215 Est. Cost $37.55 Unrealized +19.3%
MCHP MICROCHIP TECHNOLOGY INC. 0.0%
Value ($000) $62 Shares 450 Est. Cost $26.55 Unrealized +111.7%
CLX CLOROX CO DEL 0.0%
Value ($000) $61 Shares 300 Est. Cost $90.84 Unrealized +94.2%
VT VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $60 Shares 652 Est. Cost $74.72 Unrealized
IWD ISHARES TR 0.0%
Value ($000) $59 Shares 435 Est. Cost $120.87 Unrealized
LNG CHENIERE ENERGY INC 0.0%
Value ($000) $57 Shares 955 Est. Cost $55.74 Unrealized -3.8%
ATO ATMOS ENERGY CORP 0.0%
Value ($000) $57 Shares 600 Est. Cost $86.76 Unrealized -2.4%
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $57 Shares 685 Est. Cost $45.80 Unrealized +57.2%
TRGP TARGA RES CORP 0.0%
Value ($000) $56 Shares 2,138 Est. Cost $13.76 Unrealized +39.8%
BX BLACKSTONE GROUP INC 0.0%
Value ($000) $56 Shares 867 Est. Cost $39.22 Unrealized +24.5%
DE DEERE & CO 0.0%
Value ($000) $54 Shares 200 Est. Cost $134.23 Unrealized +72.9%
TORTOISE MIDSTRM ENERGY FD I 0.0%
Value ($000) $54 Shares 2,643 Est. Cost $17.32 Unrealized
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $53 Shares 381 Est. Cost $93.50 Unrealized +23.7%
ENB ENBRIDGE INC 0.0%
Value ($000) $53 Shares 1,645 Est. Cost $23.18 Unrealized -6.4%
GIS GENERAL MLS INC 0.0%
Value ($000) $53 Shares 900 Est. Cost $43.59 Unrealized +16.7%
PACWEST BANCORP DEL 0.0%
Value ($000) $52 Shares 2,036 Est. Cost $47.54 Unrealized
KO COCA COLA CO 0.0%
Value ($000) $51 Shares 934 Est. Cost $37.21 Unrealized +19.0%
HON HONEYWELL INTL INC 0.0%
Value ($000) $51 Shares 240 Est. Cost $114.72 Unrealized +42.7%
LAM RESEARCH CORP 0.0%
Value ($000) $50 Shares 105 Est. Cost $200.31 Unrealized
DRI DARDEN RESTAURANTS INC 0.0%
Value ($000) $50 Shares 416 Est. Cost $58.79 Unrealized +55.5%
SM SM ENERGY CO 0.0%
Value ($000) $49 Shares 8,000 Est. Cost $28.54 Unrealized -89.1%
LOW LOWES COS INC 0.0%
Value ($000) $49 Shares 304 Est. Cost $82.18 Unrealized +80.2%
MARVELL TECHNOLOGY GROUP LTD 0.0%
Value ($000) $48 Shares 1,008 Est. Cost $27.00 Unrealized
AEE AMEREN CORP 0.0%
Value ($000) $48 Shares 617 Est. Cost $38.04 Unrealized +81.0%
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $47 Shares 200 Est. Cost $137.88 Unrealized +49.9%
SHELL MIDSTREAM PARTNERS L P 0.0%
Value ($000) $47 Shares 4,672 Est. Cost $16.76 Unrealized
TM TOYOTA MOTOR CORP 0.0%
Value ($000) $46 Shares 300 Est. Cost $133.33 Unrealized
TGT TARGET CORP 0.0%
Value ($000) $46 Shares 259 Est. Cost $57.25 Unrealized +153.0%
DGRO ISHARES TR 0.0%
Value ($000) $45 Shares 1,009 Est. Cost $36.67 Unrealized
VUG VANGUARD INDEX FDS 0.0%
Value ($000) $43 Shares 168 Est. Cost $202.00 Unrealized
IRBTQ IROBOT CORP 0.0%
Value ($000) $42 Shares 525 Est. Cost $52.18 Unrealized +56.0%
SPHQ INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $41 Shares 970 Est. Cost $31.98 Unrealized
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $41 Shares 307 Est. Cost $88.92 Unrealized +30.4%
IWP ISHARES TR 0.0%
Value ($000) $41 Shares 402 Est. Cost $123.13 Unrealized
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $40 Shares 750 Est. Cost $33.18 Unrealized +27.6%
FS KKR CAP CORP II 0.0%
Value ($000) $39 Shares 2,381 Est. Cost $13.02 Unrealized
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $38 Shares 450 Est. Cost $56.03 Unrealized +31.0%
PHILLIPS 66 PARTNERS LP 0.0%
Value ($000) $37 Shares 1,408 Est. Cost $48.64 Unrealized
FNDB SCHWAB STRATEGIC TR 0.0%
Value ($000) $37 Shares 815 Est. Cost $39.26 Unrealized
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $36 Shares 300 Est. Cost $85.61 Unrealized +21.3%
DIS DISNEY WALT CO 0.0%
Value ($000) $36 Shares 200 Est. Cost $95.48 Unrealized +46.9%
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $35 Shares 187 Est. Cost $180.55 Unrealized -8.7%
VIPER ENERGY PARTNERS LP 0.0%
Value ($000) $35 Shares 3,000 Est. Cost $30.61 Unrealized
MMM 3M CO 0.0%
Value ($000) $35 Shares 200 Est. Cost $102.42 Unrealized +14.7%
TRP TC ENERGY CORP 0.0%
Value ($000) $34 Shares 845 Est. Cost $35.56 Unrealized -8.4%
DCP MIDSTREAM LP 0.0%
Value ($000) $34 Shares 1,833 Est. Cost $16.88 Unrealized
MTDR MATADOR RES CO 0.0%
Value ($000) $34 Shares 2,800 Est. Cost $12.00 Unrealized -18.6%
SO SOUTHERN CO 0.0%
Value ($000) $34 Shares 550 Est. Cost $37.91 Unrealized +30.6%
BHP BHP GROUP LTD 0.0%
Value ($000) $33 Shares 500 Est. Cost $50.00 Unrealized
SCHH SCHWAB STRATEGIC TR 0.0%
Value ($000) $32 Shares 840 Est. Cost $38.05 Unrealized
AVTR AVANTOR INC 0.0%
Value ($000) $32 Shares 1,142 Est. Cost $16.28 Unrealized +58.3%
CAT CATERPILLAR INC 0.0%
Value ($000) $32 Shares 175 Est. Cost $119.92 Unrealized +28.4%
EQUITRANS MIDSTREAM CORP 0.0%
Value ($000) $31 Shares 3,818 Est. Cost $8.39 Unrealized
SYY SYSCO CORP 0.0%
Value ($000) $30 Shares 400 Est. Cost $45.74 Unrealized +31.2%
SIRIUS XM HOLDINGS INC 0.0%
Value ($000) $30 Shares 4,700 Est. Cost $4.48 Unrealized
FOR FORESTAR GROUP INC 0.0%
Value ($000) $30 Shares 1,500 Est. Cost $18.59 Unrealized +2.2%
GLNG GOLAR LNG LTD 0.0%
Value ($000) $29 Shares 3,000 Est. Cost $20.30 Unrealized -61.1%
MKSI MKS INSTRS INC 0.0%
Value ($000) $29 Shares 192 Est. Cost $112.47 Unrealized +11.8%
NUSTAR ENERGY LP 0.0%
Value ($000) $28 Shares 1,973 Est. Cost $17.68 Unrealized
BARCLAYS BANK PLC 0.0%
Value ($000) $28 Shares 1,696 Est. Cost $22.66 Unrealized
TRN TRINITY INDS INC 0.0%
Value ($000) $28 Shares 1,044 Est. Cost $19.96 Unrealized -7.6%
TTI TETRA TECHNOLOGIES INC DEL 0.0%
Value ($000) $28 Shares 32,000 Est. Cost $5.41 Unrealized -87.3%
APACHE CORP 0.0%
Value ($000) $28 Shares 2,000 Est. Cost $63.62 Unrealized
AFL AFLAC INC 0.0%
Value ($000) $27 Shares 600 Est. Cost $31.58 Unrealized +15.0%
TMHC TAYLOR MORRISON HOME CORP 0.0%
Value ($000) $27 Shares 1,060 Est. Cost $23.64 Unrealized +7.8%
HUBS HUBSPOT INC 0.0%
Value ($000) $27 Shares 69 Est. Cost $236.74 Unrealized +48.3%
ZBRA ZEBRA TECHNOLOGIES CORPORATI 0.0%
Value ($000) $27 Shares 69 Est. Cost $74.12 Unrealized +354.0%
EEMS ISHARES INC 0.0%
Value ($000) $26 Shares 486 Est. Cost $45.27 Unrealized
BLACKROCK MUN TARGET TERM TR 0.0%
Value ($000) $26 Shares 1,000 Est. Cost $22.00 Unrealized
AAXJ ISHARES TR 0.0%
Value ($000) $26 Shares 292 Est. Cost $72.46 Unrealized
CB CHUBB LIMITED 0.0%
Value ($000) $25 Shares 160 Est. Cost $107.19 Unrealized +21.3%
VTV VANGUARD INDEX FDS 0.0%
Value ($000) $25 Shares 212 Est. Cost $103.77 Unrealized
ABNB AIRBNB INC 0.0%
Value ($000) $25 Shares 172 Est. Cost $147.63 Unrealized 0.0%
SMTI SANARA MEDTECH INC 0.0%
Value ($000) $25 Shares 500 Est. Cost $35.40 Unrealized 0.0%
FAST FASTENAL CO 0.0%
Value ($000) $24 Shares 500 Est. Cost $11.29 Unrealized +83.5%
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $24 Shares 264 Est. Cost $58.18 Unrealized +42.6%
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $23 Shares 750 Est. Cost $46.54 Unrealized -50.5%
EXPO EXPONENT INC 0.0%
Value ($000) $23 Shares 250 Est. Cost $34.65 Unrealized +117.1%
VOO VANGUARD INDEX FDS 0.0%
Value ($000) $23 Shares 67 Est. Cost $343.28 Unrealized
C CITIGROUP INC 0.0%
Value ($000) $23 Shares 365 Est. Cost $52.47 Unrealized -19.2%
LAD LITHIA MTRS INC 0.0%
Value ($000) $23 Shares 80 Est. Cost $91.67 Unrealized +198.4%
CATALENT INC 0.0%
Value ($000) $22 Shares 210 Est. Cost $29.75 Unrealized
INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $22 Shares 1,000 Est. Cost $21.30 Unrealized
ACWV ISHARES INC 0.0%
Value ($000) $22 Shares 225 Est. Cost $91.16 Unrealized
HILL ROM HLDGS INC 0.0%
Value ($000) $22 Shares 225 Est. Cost $57.78 Unrealized
DBI DESIGNER BRANDS INC 0.0%
Value ($000) $22 Shares 2,852 Est. Cost $14.30 Unrealized -58.4%
ROCK GIBRALTAR INDS INC 0.0%
Value ($000) $21 Shares 295 Est. Cost $43.80 Unrealized +52.5%
TSLA TESLA INC 0.0%
Value ($000) $21 Shares 30 Est. Cost $106.58 Unrealized +60.1%
KDP KEURIG DR PEPPER INC 0.0%
Value ($000) $21 Shares 660 Est. Cost $25.60 Unrealized +1.6%
EXC EXELON CORP 0.0%
Value ($000) $21 Shares 500 Est. Cost $21.71 Unrealized +13.4%
IR INGERSOLL RAND INC 0.0%
Value ($000) $21 Shares 450 Est. Cost $31.60 Unrealized +30.3%
VANECK VECTORS ETF TR 0.0%
Value ($000) $20 Shares 562 Est. Cost $38.12 Unrealized
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $20 Shares 99 Est. Cost $97.16 Unrealized +86.3%
BP MIDSTREAM PARTNERS LP 0.0%
Value ($000) $20 Shares 1,895 Est. Cost $14.02 Unrealized
CRNC CERENCE INC 0.0%
Value ($000) $20 Shares 195 Est. Cost $34.47 Unrealized +116.3%
RPM RPM INTL INC 0.0%
Value ($000) $20 Shares 220 Est. Cost $51.20 Unrealized +72.2%
RITCHIE BROS AUCTIONEERS 0.0%
Value ($000) $20 Shares 285 Est. Cost $34.48 Unrealized
ACHC ACADIA HEALTHCARE COMPANY IN 0.0%
Value ($000) $20 Shares 400 Est. Cost $38.56 Unrealized +3.4%
PSX PHILLIPS 66 0.0%
Value ($000) $20 Shares 280 Est. Cost $60.09 Unrealized -20.2%
KWR QUAKER CHEM CORP 0.0%
Value ($000) $19 Shares 74 Est. Cost $132.62 Unrealized +70.3%
RPD RAPID7 INC 0.0%
Value ($000) $19 Shares 210 Est. Cost $24.16 Unrealized +196.1%
RBC RBC BEARINGS INC 0.0%
Value ($000) $19 Shares 105 Est. Cost $93.29 Unrealized +63.6%
WAL WESTERN ALLIANCE BANCORP 0.0%
Value ($000) $19 Shares 315 Est. Cost $44.93 Unrealized -2.8%
TTC TORO CO 0.0%
Value ($000) $19 Shares 200 Est. Cost $57.69 Unrealized +53.3%
VIOO VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $19 Shares 112 Est. Cost $169.64 Unrealized
ENTG ENTEGRIS INC 0.0%
Value ($000) $19 Shares 200 Est. Cost $37.96 Unrealized +125.6%
CDW CDW CORP 0.0%
Value ($000) $19 Shares 147 Est. Cost $64.35 Unrealized +91.3%
ACA ARCOSA INC 0.0%
Value ($000) $19 Shares 348 Est. Cost $26.73 Unrealized +87.9%
SLAB SILICON LABORATORIES INC 0.0%
Value ($000) $19 Shares 145 Est. Cost $80.76 Unrealized +39.5%
NTRS NORTHERN TR CORP 0.0%
Value ($000) $19 Shares 200 Est. Cost $66.60 Unrealized +13.1%
BAH BOOZ ALLEN HAMILTON HLDG COR 0.0%
Value ($000) $18 Shares 210 Est. Cost $29.17 Unrealized +164.2%
NDSN NORDSON CORP 0.0%
Value ($000) $18 Shares 88 Est. Cost $98.96 Unrealized +91.5%
SYK STRYKER CORPORATION 0.0%
Value ($000) $18 Shares 75 Est. Cost $194.19 Unrealized +10.5%
BIO BIO RAD LABS INC 0.0%
Value ($000) $18 Shares 31 Est. Cost $302.07 Unrealized +88.5%
FV FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $18 Shares 438 Est. Cost $29.68 Unrealized
SUI SUN CMNTYS INC 0.0%
Value ($000) $18 Shares 120 Est. Cost $92.38 Unrealized
HYG ISHARES TR 0.0%
Value ($000) $18 Shares 207 Est. Cost $86.71 Unrealized
EPAM EPAM SYS INC 0.0%
Value ($000) $18 Shares 50 Est. Cost $132.09 Unrealized +152.7%
SYNEOS HEALTH INC 0.0%
Value ($000) $18 Shares 265 Est. Cost $58.92 Unrealized
YUM YUM BRANDS INC 0.0%
Value ($000) $17 Shares 157 Est. Cost $64.79 Unrealized +43.2%
GLAXOSMITHKLINE PLC 0.0%
Value ($000) $17 Shares 451 Est. Cost $37.69 Unrealized
SNY SANOFI 0.0%
Value ($000) $17 Shares 341 Est. Cost $49.85 Unrealized
CRESTWOOD EQUITY PARTNERS LP 0.0%
Value ($000) $17 Shares 889 Est. Cost $14.23 Unrealized
PINNACLE FINL PARTNERS INC 0.0%
Value ($000) $16 Shares 250 Est. Cost $58.23 Unrealized
VNQ VANGUARD INDEX FDS 0.0%
Value ($000) $16 Shares 188 Est. Cost $88.01 Unrealized
NUE NUCOR CORP 0.0%
Value ($000) $16 Shares 300 Est. Cost $36.42 Unrealized +30.2%
BJ BJS WHSL CLUB HLDGS INC 0.0%
Value ($000) $16 Shares 435 Est. Cost $24.68 Unrealized +61.9%
BURL BURLINGTON STORES INC 0.0%
Value ($000) $16 Shares 63 Est. Cost $80.72 Unrealized +176.0%
MAXIM INTEGRATED PRODS INC 0.0%
Value ($000) $16 Shares 180 Est. Cost $38.89 Unrealized
SBNY SIGNATURE BK NEW YORK N Y 0.0%
Value ($000) $16 Shares 115 Est. Cost $137.94 Unrealized
TXRH TEXAS ROADHOUSE INC 0.0%
Value ($000) $16 Shares 200 Est. Cost $58.31 Unrealized +17.3%
JPMORGAN CHASE & CO 0.0%
Value ($000) $16 Shares 1,144 Est. Cost $24.11 Unrealized
VOYA VOYA FINANCIAL INC 0.0%
Value ($000) $16 Shares 270 Est. Cost $45.50 Unrealized +8.8%
IP INTERNATIONAL PAPER CO 0.0%
Value ($000) $15 Shares 300 Est. Cost $32.90 Unrealized +9.0%
CGNX COGNEX CORP 0.0%
Value ($000) $15 Shares 185 Est. Cost $49.57 Unrealized +39.3%
IT GARTNER INC 0.0%
Value ($000) $15 Shares 95 Est. Cost $106.90 Unrealized +34.8%
ATR APTARGROUP INC 0.0%
Value ($000) $15 Shares 110 Est. Cost $87.78 Unrealized +32.2%
STE STERIS PLC 0.0%
Value ($000) $15 Shares 79 Est. Cost $141.09 Unrealized +26.4%
HORIZON THERAPEUTICS PUB L 0.0%
Value ($000) $15 Shares 200 Est. Cost $75.00 Unrealized
JAZZ JAZZ PHARMACEUTICALS PLC 0.0%
Value ($000) $14 Shares 83 Est. Cost $138.51 Unrealized +7.5%
PAYC PAYCOM SOFTWARE INC 0.0%
Value ($000) $14 Shares 30 Est. Cost $234.55 Unrealized +66.5%
MZTI LANCASTER COLONY CORP 0.0%
Value ($000) $14 Shares 77 Est. Cost $150.38 Unrealized +15.9%
MKTX MARKETAXESS HLDGS INC 0.0%
Value ($000) $14 Shares 24 Est. Cost $155.51 Unrealized +230.1%
PARSLEY ENERGY INC 0.0%
Value ($000) $14 Shares 975 Est. Cost $18.58 Unrealized
WM WASTE MGMT INC DEL 0.0%
Value ($000) $14 Shares 119 Est. Cost $64.11 Unrealized +67.6%
EASTERLY GOVT PPTYS INC 0.0%
Value ($000) $14 Shares 635 Est. Cost $21.32 Unrealized
GGG GRACO INC 0.0%
Value ($000) $14 Shares 190 Est. Cost $37.00 Unrealized +69.5%
ROYAL DUTCH SHELL PLC 0.0%
Value ($000) $14 Shares 387 Est. Cost $59.44 Unrealized
FIVE FIVE BELOW INC 0.0%
Value ($000) $14 Shares 80 Est. Cost $46.05 Unrealized +221.6%
DORM DORMAN PRODS INC 0.0%
Value ($000) $13 Shares 150 Est. Cost $69.37 Unrealized +33.6%
EXP EAGLE MATLS INC 0.0%
Value ($000) $13 Shares 130 Est. Cost $86.71 Unrealized +4.3%
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $13 Shares 733 Est. Cost $45.51 Unrealized -71.6%
SOXX ISHARES TR 0.0%
Value ($000) $13 Shares 34 Est. Cost $176.47 Unrealized
MOH MOLINA HEALTHCARE INC 0.0%
Value ($000) $13 Shares 61 Est. Cost $133.82 Unrealized +54.3%
NBIX NEUROCRINE BIOSCIENCES INC 0.0%
Value ($000) $13 Shares 140 Est. Cost $96.00 Unrealized +0.6%
IDA IDACORP INC 0.0%
Value ($000) $13 Shares 140 Est. Cost $90.47 Unrealized +0.6%
TCF FINL CORP 0.0%
Value ($000) $13 Shares 350 Est. Cost $35.43 Unrealized
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $12 Shares 82 Est. Cost $112.62 Unrealized +11.4%
ESI ELEMENT SOLUTIONS INC 0.0%
Value ($000) $12 Shares 680 Est. Cost $12.89 Unrealized 0.0%
WAITR HLDGS INC 0.0%
Value ($000) $12 Shares 4,180 Est. Cost $3.11 Unrealized
FSS FEDERAL SIGNAL CORP 0.0%
Value ($000) $12 Shares 375 Est. Cost $29.90 Unrealized +1.7%
CNC CENTENE CORP DEL 0.0%
Value ($000) $12 Shares 198 Est. Cost $55.50 Unrealized +14.5%
CWEN CLEARWAY ENERGY INC 0.0%
Value ($000) $12 Shares 370 Est. Cost $18.69 Unrealized +23.0%
CVCO CAVCO INDS INC DEL 0.0%
Value ($000) $12 Shares 69 Est. Cost $113.21 Unrealized +63.9%
POOL POOL CORP 0.0%
Value ($000) $12 Shares 33 Est. Cost $112.29 Unrealized +192.8%
PIPR PIPER SANDLER COMPANIES 0.0%
Value ($000) $12 Shares 120 Est. Cost $72.89 Unrealized +24.4%
GMED GLOBUS MED INC 0.0%
Value ($000) $12 Shares 180 Est. Cost $48.24 Unrealized +19.2%
BFAM BRIGHT HORIZONS FAM SOL IN D 0.0%
Value ($000) $12 Shares 70 Est. Cost $114.15 Unrealized +43.4%
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $11 Shares 200 Est. Cost $43.47 Unrealized +4.8%
CHE CHEMED CORP NEW 0.0%
Value ($000) $11 Shares 21 Est. Cost $438.07 Unrealized +10.3%
VEU VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $11 Shares 187 Est. Cost $48.13 Unrealized
KNSL KINSALE CAP GROUP INC 0.0%
Value ($000) $11 Shares 55 Est. Cost $131.80 Unrealized +64.8%
KMPR KEMPER CORP 0.0%
Value ($000) $11 Shares 145 Est. Cost $74.91 Unrealized -5.1%
UGI UGI CORP NEW 0.0%
Value ($000) $11 Shares 302 Est. Cost $49.97 Unrealized -30.0%
HXL HEXCEL CORP NEW 0.0%
Value ($000) $11 Shares 225 Est. Cost $58.49 Unrealized -25.6%
REGN REGENERON PHARMACEUTICALS 0.0%
Value ($000) $11 Shares 22 Est. Cost $331.08 Unrealized +62.1%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $11 Shares 76 Est. Cost $149.78 Unrealized -12.8%
PII POLARIS INC 0.0%
Value ($000) $11 Shares 120 Est. Cost $91.21 Unrealized +4.9%
TBT PROSHARES TR 0.0%
Value ($000) $11 Shares 700 Est. Cost $41.13 Unrealized
CONTINENTAL RES INC 0.0%
Value ($000) $11 Shares 667 Est. Cost $67.78 Unrealized
CORESITE RLTY CORP 0.0%
Value ($000) $10 Shares 80 Est. Cost $114.50 Unrealized
AMLP ALPS ETF TR 0.0%
Value ($000) $10 Shares 400 Est. Cost $25.00 Unrealized
POR PORTLAND GEN ELEC CO 0.0%
Value ($000) $10 Shares 235 Est. Cost $30.88 Unrealized +6.4%
POWI POWER INTEGRATIONS INC 0.0%
Value ($000) $10 Shares 120 Est. Cost $42.19 Unrealized +52.2%
AMERICAN CAMPUS CMNTYS INC 0.0%
Value ($000) $10 Shares 235 Est. Cost $49.06 Unrealized
CRI CARTERS INC 0.0%
Value ($000) $10 Shares 105 Est. Cost $82.46 Unrealized -11.7%
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $10 Shares 165 Est. Cost $40.99 Unrealized +22.3%
OPLN KAR AUCTION SVCS INC 0.0%
Value ($000) $10 Shares 545 Est. Cost $19.41 Unrealized -11.1%
GLOF ISHARES TR 0.0%
Value ($000) $10 Shares 310 Est. Cost $30.05 Unrealized
HUDSON PAC PPTYS INC 0.0%
Value ($000) $10 Shares 415 Est. Cost $24.62 Unrealized
RSP INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $9 Shares 69 Est. Cost $101.45 Unrealized
SPLV INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $9 Shares 159 Est. Cost $50.31 Unrealized
ITGR INTEGER HLDGS CORP 0.0%
Value ($000) $9 Shares 115 Est. Cost $72.72 Unrealized -3.5%
AOR ISHARES TR 0.0%
Value ($000) $9 Shares 165 Est. Cost $40.60 Unrealized
MTN VAIL RESORTS INC 0.0%
Value ($000) $9 Shares 33 Est. Cost $204.29 Unrealized +26.4%
ENVESTNET INC 0.0%
Value ($000) $9 Shares 105 Est. Cost $66.37 Unrealized
GBCI GLACIER BANCORP INC NEW 0.0%
Value ($000) $9 Shares 200 Est. Cost $24.65 Unrealized +39.7%
INN SUMMIT HOTEL PPTYS INC 0.0%
Value ($000) $9 Shares 955 Est. Cost $14.80 Unrealized
CRSP CRISPR THERAPEUTICS AG 0.0%
Value ($000) $9 Shares 60 Est. Cost $58.36 Unrealized +102.5%
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $9 Shares 30 Est. Cost $266.83 Unrealized +5.3%
BAC BK OF AMERICA CORP 0.0%
Value ($000) $9 Shares 308 Est. Cost $25.09 Unrealized -5.7%
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $8 Shares 200 Est. Cost $34.99 Unrealized -5.2%
ARISTA NETWORKS INC 0.0%
Value ($000) $8 Shares 26 Est. Cost $269.23 Unrealized
PFGC PERFORMANCE FOOD GROUP CO 0.0%
Value ($000) $8 Shares 165 Est. Cost $38.55 Unrealized +9.3%
AUB ATLANTIC UN BANKSHARES CORP 0.0%
Value ($000) $8 Shares 235 Est. Cost $28.88 Unrealized -18.0%
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $8 Shares 67 Est. Cost $79.33 Unrealized +32.7%
RSPH INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $8 Shares 32 Est. Cost $218.75 Unrealized
HAL HALLIBURTON CO 0.0%
Value ($000) $8 Shares 400 Est. Cost $33.31 Unrealized -57.5%
AMERICAN FIN TR INC 0.0%
Value ($000) $8 Shares 1,033 Est. Cost $13.73 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP 0.0%
Value ($000) $7 Shares 100 Est. Cost $54.61 Unrealized +7.0%
SNDR SCHNEIDER NATIONAL INC 0.0%
Value ($000) $7 Shares 340 Est. Cost $22.22 Unrealized +0.6%
LOPE GRAND CANYON ED INC 0.0%
Value ($000) $7 Shares 80 Est. Cost $119.33 Unrealized -28.5%
LEN/B LENNAR CORP 0.0%
Value ($000) $7 Shares 111 Est. Cost $42.81 Unrealized +26.8%
RGR STURM RUGER & CO INC 0.0%
Value ($000) $7 Shares 101 Est. Cost $55.24 Unrealized +16.5%
CHTR CHARTER COMMUNICATIONS INC N 0.0%
Value ($000) $7 Shares 11 Est. Cost $407.91 Unrealized +56.1%
APAM ARTISAN PARTNERS ASSET MGMT 0.0%
Value ($000) $7 Shares 140 Est. Cost $14.44 Unrealized +99.7%
BP BP PLC 0.0%
Value ($000) $7 Shares 333 Est. Cost $30.67 Unrealized
KAYNE ANDERSON ENERGY INFRST 0.0%
Value ($000) $7 Shares 1,150 Est. Cost $15.61 Unrealized
EDIT EDITAS MEDICINE INC 0.0%
Value ($000) $7 Shares 95 Est. Cost $25.57 Unrealized +60.7%
VEA VANGUARD TAX-MANAGED INTL FD 0.0%
Value ($000) $7 Shares 156 Est. Cost $41.38 Unrealized
NTLA INTELLIA THERAPEUTICS INC 0.0%
Value ($000) $7 Shares 137 Est. Cost $24.23 Unrealized +49.9%
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value ($000) $6 Shares 452 Est. Cost $7.91 Unrealized +13.9%
BSV VANGUARD BD INDEX FDS 0.0%
Value ($000) $6 Shares 76 Est. Cost $78.95 Unrealized
QCOM QUALCOMM INC 0.0%
Value ($000) $6 Shares 38 Est. Cost $45.74 Unrealized +172.7%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $6 Shares 85 Est. Cost $19.12 Unrealized +24.0%
F FORD MTR CO DEL 0.0%
Value ($000) $6 Shares 653 Est. Cost $7.48 Unrealized -15.0%
NOBLE MIDSTREAM PARTNERS LP 0.0%
Value ($000) $6 Shares 561 Est. Cost $8.91 Unrealized
CQP CHENIERE ENERGY PARTNERS LP 0.0%
Value ($000) $6 Shares 184 Est. Cost $43.48 Unrealized
EFA ISHARES TR 0.0%
Value ($000) $5 Shares 67 Est. Cost $68.89 Unrealized
ACN ACCENTURE PLC IRELAND 0.0%
Value ($000) $5 Shares 19 Est. Cost $142.15 Unrealized +56.9%
BLUEKNIGHT ENERGY PARTNERS L 0.0%
Value ($000) $5 Shares 2,400 Est. Cost $6.67 Unrealized
VTRS VIATRIS INC 0.0%
Value ($000) $5 Shares 272 Est. Cost $13.33 Unrealized 0.0%
VIS VANGUARD WORLD FDS 0.0%
Value ($000) $5 Shares 27 Est. Cost $130.70 Unrealized
DYAI DYADIC INTL INC DEL 0.0%
Value ($000) $5 Shares 1,000 Est. Cost $7.07 Unrealized -7.0%
DOW DOW INC 0.0%
Value ($000) $5 Shares 85 Est. Cost $28.02 Unrealized +39.3%
ROL ROLLINS INC 0.0%
Value ($000) $5 Shares 140 Est. Cost $26.34 Unrealized +38.0%
DXCM DEXCOM INC 0.0%
Value ($000) $4 Shares 10 Est. Cost $62.23 Unrealized +43.5%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $4 Shares 200 Est. Cost $20.63 Unrealized -18.1%
PVL PERMIANVILLE RTY TR 0.0%
Value ($000) $4 Shares 5,500 Est. Cost $3.45 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $4 Shares 100 Est. Cost $17.13 Unrealized +97.4%
ALC ALCON AG 0.0%
Value ($000) $4 Shares 60 Est. Cost $55.82 Unrealized +10.5%
OGE OGE ENERGY CORP 0.0%
Value ($000) $4 Shares 140 Est. Cost $31.57 Unrealized +2.3%
TE CONNECTIVITY LTD 0.0%
Value ($000) $4 Shares 31 Est. Cost $129.03 Unrealized
RSPD INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $4 Shares 32 Est. Cost $93.75 Unrealized
RSPT INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $4 Shares 15 Est. Cost $200.00 Unrealized
WHITING PETE CORP NEW 0.0%
Value ($000) $3 Shares 127 Est. Cost $15.75 Unrealized
EFAV ISHARES TR 0.0%
Value ($000) $3 Shares 45 Est. Cost $61.27 Unrealized
RSPS INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $3 Shares 18 Est. Cost $111.11 Unrealized
JPIN J P MORGAN EXCHANGE-TRADED F 0.0%
Value ($000) $3 Shares 46 Est. Cost $43.48 Unrealized
VDE VANGUARD WORLD FDS 0.0%
Value ($000) $3 Shares 50 Est. Cost $40.00 Unrealized
ARLP ALLIANCE RESOURCE PARTNERS L 0.0%
Value ($000) $3 Shares 600 Est. Cost $16.67 Unrealized
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $3 Shares 50 Est. Cost $47.48 Unrealized +26.5%
BONANZA CREEK ENERGY INC 0.0%
Value ($000) $2 Shares 89 Est. Cost $22.47 Unrealized
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $2 Shares 50 Est. Cost $36.04 Unrealized 0.0%
MSI MOTOROLA SOLUTIONS INC 0.0%
Value ($000) $2 Shares 9 Est. Cost $157.30 Unrealized 0.0%
CANOPY GROWTH CORP 0.0%
Value ($000) $2 Shares 69 Est. Cost $41.09 Unrealized
CHINA MOBILE LIMITED 0.0%
Value ($000) $2 Shares 75 Est. Cost $46.36 Unrealized
CIEN CIENA CORP 0.0%
Value ($000) $2 Shares 30 Est. Cost $21.85 Unrealized +103.4%
SPMD SPDR SER TR 0.0%
Value ($000) $2 Shares 51 Est. Cost $39.22 Unrealized
SPSM SPDR SER TR 0.0%
Value ($000) $2 Shares 52 Est. Cost $38.46 Unrealized
HPQ HP INC 0.0%
Value ($000) $1 Shares 33 Est. Cost $17.61 Unrealized 0.0%
GENERAL ELECTRIC CO 0.0%
Value ($000) $1 Shares 132 Est. Cost $10.90 Unrealized
OSG AMBAC FINL GROUP INC 0.0%
Value ($000) $1 Shares 36 Est. Cost $21.85 Unrealized -32.5%
SPYM SPDR SER TR 0.0%
Value ($000) $1 Shares 25 Est. Cost $40.00 Unrealized
ETF MANAGERS TR 0.0%
Value ($000) $1 Shares 35 Est. Cost $35.77 Unrealized
TAK TAKEDA PHARMACEUTICAL CO LTD 0.0%
Value ($000) $1 Shares 30 Est. Cost $33.33 Unrealized
INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $1 Shares 260 Est. Cost $9.76 Unrealized
DGS WISDOMTREE TR 0.0%
Value ($000) $1 Shares 16 Est. Cost $62.50 Unrealized
UNITED STS NAT GAS FD LP 0.0%
Value ($000) $1 Shares 143 Est. Cost $20.98 Unrealized
NHTC NATURAL HEALTH TRENDS CORP 0.0%
Value ($000) $1 Shares 150 Est. Cost $25.17 Unrealized -77.9%
AURORA CANNABIS INC 0.0%
Value ($000) $1 Shares 83 Est. Cost $12.05 Unrealized
SPH SUBURBAN PROPANE PARTNERS L 0.0%
Value ($000) $1 Shares 54 Est. Cost $22.95 Unrealized
JCI JOHNSON CTLS INTL PLC 0.0%
Value ($000) $1 Shares 15 Est. Cost $29.58 Unrealized +35.8%
SCHC SCHWAB STRATEGIC TR 0.0%
Value ($000) $1 Shares 27 Est. Cost $37.04 Unrealized
OXY/WS OCCIDENTAL PETE CORP 0.0%
Value ($000) $1 Shares 131 Est. Cost $3.53 Unrealized
FNDX SCHWAB STRATEGIC TR 0.0%
Value ($000) $1 Shares 12 Est. Cost Unrealized
CNTY CENTURY CASINOS INC 0.0%
Value ($000) $1 Shares 100 Est. Cost $4.19 Unrealized +37.7%
IWM ISHARES TR 0.0%
Value ($000) $1 Shares 5 Est. Cost $200.00 Unrealized
NOK NOKIA CORP 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
NRT NORTH EUROPEAN OIL RTY TR 0.0%
Value ($000) $0 Shares 35 Est. Cost Unrealized
PNR PENTAIR PLC 0.0%
Value ($000) $0 Shares 7 Est. Cost $47.98 Unrealized 0.0%
MICRO FOCUS INTL PLC 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
NVT NVENT ELECTRIC PLC 0.0%
Value ($000) $0 Shares 6 Est. Cost $19.34 Unrealized 0.0%
ADNT ADIENT PLC 0.0%
Value ($000) $0 Shares 1 Est. Cost $28.19 Unrealized 0.0%
LITE LUMENTUM HLDGS INC 0.0%
Value ($000) $0 Shares 3 Est. Cost $39.79 Unrealized +116.7%
YUMC YUM CHINA HLDGS INC 0.0%
Value ($000) $0 Shares 7 Est. Cost $47.16 Unrealized +19.1%
VIAV VIAVI SOLUTIONS INC 0.0%
Value ($000) $0 Shares 15 Est. Cost $7.77 Unrealized +71.0%
UAA UNDER ARMOUR INC 0.0%
Value ($000) $0 Shares 10 Est. Cost $23.43 Unrealized -34.8%
TITAN PHARMACEUTICALS INC DE 0.0%
Value ($000) $0 Shares 6 Est. Cost Unrealized
HPE HEWLETT PACKARD ENTERPRISE C 0.0%
Value ($000) $0 Shares 32 Est. Cost $8.99 Unrealized 0.0%
AGI ALAMOS GOLD INC NEW 0.0%
Value ($000) $0 Shares 13 Est. Cost $6.60 Unrealized +28.9%
AMERICAN INTL GROUP INC 0.0%
Value ($000) $0 Shares 9 Est. Cost Unrealized
PERSPECTA INC 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
DXC DXC TECHNOLOGY CO 0.0%
Value ($000) $0 Shares 2 Est. Cost $21.34 Unrealized 0.0%
DRAFTKINGS INC 0.0%
Value ($000) $0 Shares 10 Est. Cost Unrealized
SJT SAN JUAN BASIN RTY TR 0.0%
Value ($000) $0 Shares 35 Est. Cost $8.47 Unrealized
REZI RESIDEO TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 19 Est. Cost $22.16 Unrealized -27.8%