Cornerstone Management, Inc. Diversified Active

CIK: 0001587867 · Show all filings

Period: Q1 2022 (← Previous) (Next →)

Filing Date: May 9, 2023

Total Value ($000): $407,060 (100.0% shares, 0.0% debt)

Holdings (252)

VTV VANGUARD INDEX FDS 19.2%
Value ($000) $78,152 Shares 528,842 Est. Cost $100.71 Unrealized
JPST J P MORGAN EXCHANGE-TRADED F 18.4%
Value ($000) $74,715 Shares 1,486,265 Est. Cost $50.47 Unrealized
VUG VANGUARD INDEX FDS 15.0%
Value ($000) $60,916 Shares 211,809 Est. Cost $135.91 Unrealized
AGG ISHARES TR 6.4%
Value ($000) $26,003 Shares 242,790 Est. Cost $113.39 Unrealized
FLRN SPDR SER TR 4.8%
Value ($000) $19,532 Shares 640,603 Est. Cost $30.53 Unrealized
EFA ISHARES TR 3.9%
Value ($000) $16,043 Shares 217,980 Est. Cost $69.62 Unrealized
SPSB SPDR SER TR 3.6%
Value ($000) $14,466 Shares 480,112 Est. Cost $30.42 Unrealized
VTI VANGUARD INDEX FDS 3.3%
Value ($000) $13,528 Shares 59,418 Est. Cost $163.62 Unrealized
USRT ISHARES TR 2.0%
Value ($000) $8,082 Shares 125,011 Est. Cost $48.58 Unrealized
SPIB SPDR SER TR 1.7%
Value ($000) $7,106 Shares 208,086 Est. Cost $35.40 Unrealized
IEMG ISHARES INC 1.7%
Value ($000) $6,999 Shares 125,996 Est. Cost $57.42 Unrealized
VBK VANGUARD INDEX FDS 1.7%
Value ($000) $6,852 Shares 27,616 Est. Cost $200.88 Unrealized
VBR VANGUARD INDEX FDS 1.7%
Value ($000) $6,829 Shares 38,813 Est. Cost $117.15 Unrealized
SCZ ISHARES TR 1.4%
Value ($000) $5,846 Shares 88,122 Est. Cost $62.62 Unrealized
MBB ISHARES TR 1.4%
Value ($000) $5,529 Shares 54,278 Est. Cost $107.63 Unrealized
NEAR ISHARES U S ETF TR 1.4%
Value ($000) $5,515 Shares 111,253 Est. Cost $49.57 Unrealized
GL GLOBE LIFE INC 1.1%
Value ($000) $4,598 Shares 45,708 Est. Cost $86.06 Unrealized +14.1%
USHY ISHARES TR 1.1%
Value ($000) $4,514 Shares 116,155 Est. Cost $40.55 Unrealized
DVY ISHARES TR 1.0%
Value ($000) $4,190 Shares 32,700 Est. Cost $88.85 Unrealized
COHEN & STEERS TOTAL RETURN 0.9%
Value ($000) $3,600 Shares 232,692 Est. Cost $12.33 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.8%
Value ($000) $3,170 Shares 19,548 Est. Cost $105.08 Unrealized
ICSH ISHARES TR 0.7%
Value ($000) $2,791 Shares 55,646 Est. Cost $50.44 Unrealized
ISHARES TR 0.7%
Value ($000) $2,769 Shares 110,569 Est. Cost $25.04 Unrealized
LQD ISHARES TR 0.5%
Value ($000) $2,157 Shares 17,834 Est. Cost $123.81 Unrealized
AVUV AMERICAN CENTY ETF TR 0.5%
Value ($000) $1,876 Shares 23,491 Est. Cost $68.09 Unrealized
GPN GLOBAL PMTS INC 0.4%
Value ($000) $1,520 Shares 11,109 Est. Cost $155.39 Unrealized -13.4%
SPY SPDR S&P 500 ETF TR 0.4%
Value ($000) $1,467 Shares 3,248 Est. Cost $267.87 Unrealized
FNCL FIDELITY COVINGTON TRUST 0.3%
Value ($000) $1,148 Shares 21,206 Est. Cost $48.95 Unrealized
REZ ISHARES TR 0.2%
Value ($000) $849 Shares 8,855 Est. Cost $87.31 Unrealized
KO COCA COLA CO 0.2%
Value ($000) $769 Shares 12,401 Est. Cost $31.37 Unrealized +72.3%
SO SOUTHERN CO 0.2%
Value ($000) $749 Shares 10,329 Est. Cost $35.51 Unrealized +65.3%
SRVR PACER FDS TR 0.2%
Value ($000) $741 Shares 18,992 Est. Cost $39.57 Unrealized
BND VANGUARD BD INDEX FDS 0.2%
Value ($000) $665 Shares 8,364 Est. Cost $83.83 Unrealized
VV VANGUARD INDEX FDS 0.2%
Value ($000) $624 Shares 2,992 Est. Cost $134.43 Unrealized
AVEM AMERICAN CENTY ETF TR 0.1%
Value ($000) $591 Shares 9,965 Est. Cost $56.73 Unrealized
AFL AFLAC INC 0.1%
Value ($000) $564 Shares 8,764 Est. Cost $31.05 Unrealized +84.6%
BAC BK OF AMERICA CORP 0.1%
Value ($000) $437 Shares 10,600 Est. Cost $22.78 Unrealized +79.2%
INDS PACER FDS TR 0.1%
Value ($000) $433 Shares 8,518 Est. Cost $45.40 Unrealized
SOUTHSTATE CORPORATION 0.1%
Value ($000) $401 Shares 4,920 Est. Cost $81.59 Unrealized
BIBL NORTHERN LTS FD TR IV 0.1%
Value ($000) $365 Shares 10,102 Est. Cost $41.64 Unrealized
DIV GLOBAL X FDS 0.1%
Value ($000) $335 Shares 15,851 Est. Cost $15.47 Unrealized
TFC TRUIST FINL CORP 0.1%
Value ($000) $319 Shares 5,623 Est. Cost $40.89 Unrealized +23.8%
EVERI HLDGS INC 0.1%
Value ($000) $315 Shares 15,000 Est. Cost $21.00 Unrealized
VOE VANGUARD INDEX FDS 0.1%
Value ($000) $313 Shares 2,090 Est. Cost $129.04 Unrealized
AAPL APPLE INC 0.1%
Value ($000) $290 Shares 1,661 Est. Cost $125.95 Unrealized +30.9%
IWD ISHARES TR 0.1%
Value ($000) $265 Shares 1,599 Est. Cost $106.14 Unrealized
CATH GLOBAL X FDS 0.1%
Value ($000) $258 Shares 4,624 Est. Cost $42.18 Unrealized
SPAB SPDR SER TR 0.1%
Value ($000) $252 Shares 9,056 Est. Cost $28.91 Unrealized
PNC PNC FINL SVCS GROUP INC 0.1%
Value ($000) $249 Shares 1,350 Est. Cost $106.49 Unrealized +63.5%
IWF ISHARES TR 0.1%
Value ($000) $241 Shares 869 Est. Cost $191.95 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $222 Shares 628 Est. Cost $242.84 Unrealized +33.2%
MGV VANGUARD WORLD FD 0.1%
Value ($000) $206 Shares 1,915 Est. Cost $95.20 Unrealized
SLV ISHARES SILVER TR 0.0%
Value ($000) $203 Shares 8,865 Est. Cost $21.51 Unrealized
GLD SPDR GOLD TR 0.0%
Value ($000) $201 Shares 1,113 Est. Cost $170.96 Unrealized
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $191 Shares 375 Est. Cost $422.19 Unrealized +6.9%
MSFT MICROSOFT CORP 0.0%
Value ($000) $191 Shares 620 Est. Cost $313.41 Unrealized -7.0%
QQQ INVESCO QQQ TR 0.0%
Value ($000) $154 Shares 426 Est. Cost $397.85 Unrealized
DWX SPDR INDEX SHS FDS 0.0%
Value ($000) $151 Shares 3,891 Est. Cost $38.88 Unrealized
MGK VANGUARD WORLD FD 0.0%
Value ($000) $150 Shares 639 Est. Cost $260.76 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $142 Shares 1,941 Est. Cost $49.23 Unrealized +15.4%
JNJ JOHNSON & JOHNSON 0.0%
Value ($000) $139 Shares 786 Est. Cost $145.09 Unrealized +4.6%
VONG VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $130 Shares 1,816 Est. Cost $78.54 Unrealized
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $125 Shares 1,120 Est. Cost $65.03 Unrealized +37.2%
T AT&T INC 0.0%
Value ($000) $122 Shares 5,148 Est. Cost $14.67 Unrealized +1.7%
DIS DISNEY WALT CO 0.0%
Value ($000) $119 Shares 869 Est. Cost $155.88 Unrealized -9.4%
IVV ISHARES TR 0.0%
Value ($000) $115 Shares 253 Est. Cost $476.99 Unrealized
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $114 Shares 2,443 Est. Cost $46.14 Unrealized -7.1%
LLY LILLY ELI & CO 0.0%
Value ($000) $114 Shares 397 Est. Cost $243.85 Unrealized +1.9%
ATKR ATKORE INC 0.0%
Value ($000) $111 Shares 1,125 Est. Cost $100.07 Unrealized 0.0%
NVDA NVIDIA CORPORATION 0.0%
Value ($000) $109 Shares 400 Est. Cost $25.03 Unrealized 0.0%
VOT VANGUARD INDEX FDS 0.0%
Value ($000) $97 Shares 436 Est. Cost $254.62 Unrealized
VONV VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $94 Shares 1,294 Est. Cost $73.74 Unrealized
PFE PFIZER INC 0.0%
Value ($000) $89 Shares 1,728 Est. Cost $40.23 Unrealized +5.6%
AWK AMERICAN WTR WKS CO INC NEW 0.0%
Value ($000) $87 Shares 526 Est. Cost $160.41 Unrealized -8.9%
SBAC SBA COMMUNICATIONS CORP NEW 0.0%
Value ($000) $85 Shares 246 Est. Cost $329.62 Unrealized -7.5%
XES SPDR SER TR 0.0%
Value ($000) $82 Shares 1,088 Est. Cost $49.43 Unrealized
PGHY INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $77 Shares 3,853 Est. Cost $21.37 Unrealized
CNI CANADIAN NATL RY CO 0.0%
Value ($000) $76 Shares 568 Est. Cost $116.80 Unrealized -0.9%
LNT ALLIANT ENERGY CORP 0.0%
Value ($000) $74 Shares 1,186 Est. Cost $50.05 Unrealized +4.6%
GOOGL ALPHABET INC 0.0%
Value ($000) $72 Shares 26 Est. Cost $142.94 Unrealized -5.7%
CMS CMS ENERGY CORP 0.0%
Value ($000) $71 Shares 1,008 Est. Cost $54.05 Unrealized +6.4%
JNK SPDR SER TR 0.0%
Value ($000) $69 Shares 673 Est. Cost $108.57 Unrealized
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $66 Shares 866 Est. Cost $55.50 Unrealized
PEP PEPSICO INC 0.0%
Value ($000) $65 Shares 390 Est. Cost $143.45 Unrealized +3.5%
LAM RESEARCH CORP 0.0%
Value ($000) $65 Shares 120 Est. Cost $537.62 Unrealized
NEM NEWMONT CORP 0.0%
Value ($000) $63 Shares 791 Est. Cost $49.84 Unrealized +20.5%
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $60 Shares 597 Est. Cost $72.48 Unrealized +9.3%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $59 Shares 625 Est. Cost $68.08 Unrealized +11.0%
EMLC VANECK ETF TRUST 0.0%
Value ($000) $59 Shares 2,187 Est. Cost $28.60 Unrealized
PG PROCTER AND GAMBLE CO 0.0%
Value ($000) $59 Shares 384 Est. Cost $134.13 Unrealized +6.0%
EXC EXELON CORP 0.0%
Value ($000) $58 Shares 1,226 Est. Cost $32.52 Unrealized +13.2%
DES WISDOMTREE TR 0.0%
Value ($000) $57 Shares 1,799 Est. Cost $32.86 Unrealized
CVX CHEVRON CORP NEW 0.0%
Value ($000) $56 Shares 344 Est. Cost $96.10 Unrealized +27.7%
MO ALTRIA GROUP INC 0.0%
Value ($000) $55 Shares 1,051 Est. Cost $32.79 Unrealized +13.2%
LINDE PLC 0.0%
Value ($000) $52 Shares 162 Est. Cost $346.43 Unrealized
UNP UNION PAC CORP 0.0%
Value ($000) $52 Shares 189 Est. Cost $214.98 Unrealized +7.3%
XOM EXXON MOBIL CORP 0.0%
Value ($000) $49 Shares 596 Est. Cost $53.90 Unrealized +25.9%
CSCO CISCO SYS INC 0.0%
Value ($000) $47 Shares 837 Est. Cost $50.47 Unrealized -0.4%
ABBV ABBVIE INC 0.0%
Value ($000) $46 Shares 283 Est. Cost $101.71 Unrealized +24.3%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $46 Shares 539 Est. Cost $77.35 Unrealized -6.8%
CHTR CHARTER COMMUNICATIONS INC N 0.0%
Value ($000) $45 Shares 83 Est. Cost $680.89 Unrealized -13.8%
PGF INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $45 Shares 2,673 Est. Cost $18.82 Unrealized
CLX CLOROX CO DEL 0.0%
Value ($000) $45 Shares 324 Est. Cost $145.62 Unrealized -7.5%
DXC DXC TECHNOLOGY CO 0.0%
Value ($000) $44 Shares 1,350 Est. Cost $33.07 Unrealized 0.0%
GXO GXO LOGISTICS INCORPORATED 0.0%
Value ($000) $44 Shares 611 Est. Cost $89.86 Unrealized -11.1%
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $43 Shares 1,093 Est. Cost $38.94 Unrealized -2.7%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $40 Shares 794 Est. Cost $40.39 Unrealized +2.8%
CWI SPDR INDEX SHS FDS 0.0%
Value ($000) $40 Shares 1,468 Est. Cost $29.31 Unrealized
GLOBAL X FDS 0.0%
Value ($000) $40 Shares 4,377 Est. Cost $9.41 Unrealized
LSAK NET 1 UEPS TECHNOLOGIES INC 0.0%
Value ($000) $38 Shares 6,500 Est. Cost $5.12 Unrealized 0.0%
BLUCORA INC 0.0%
Value ($000) $38 Shares 1,940 Est. Cost $19.55 Unrealized
MCD MCDONALDS CORP 0.0%
Value ($000) $37 Shares 151 Est. Cost $229.60 Unrealized -0.8%
FCCO FIRST CMNTY CORP S C 0.0%
Value ($000) $35 Shares 1,671 Est. Cost $18.35 Unrealized +2.4%
WPC WP CAREY INC 0.0%
Value ($000) $35 Shares 437 Est. Cost $82.05 Unrealized
HUN HUNTSMAN CORP 0.0%
Value ($000) $35 Shares 925 Est. Cost $37.66 Unrealized 0.0%
SYNOVUS FINL CORP 0.0%
Value ($000) $34 Shares 704 Est. Cost $47.87 Unrealized
HD HOME DEPOT INC 0.0%
Value ($000) $34 Shares 112 Est. Cost $343.18 Unrealized -8.5%
ORCL ORACLE CORP 0.0%
Value ($000) $33 Shares 403 Est. Cost $88.90 Unrealized -13.4%
BARRICK GOLD CORP 0.0%
Value ($000) $33 Shares 1,358 Est. Cost $19.00 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $33 Shares 300 Est. Cost $134.42 Unrealized -11.2%
HILLENBRAND INC 0.0%
Value ($000) $31 Shares 700 Est. Cost $44.17 Unrealized
RGP RESOURCES CONNECTION INC 0.0%
Value ($000) $31 Shares 1,800 Est. Cost $17.19 Unrealized 0.0%
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $30 Shares 145 Est. Cost $210.30 Unrealized -3.2%
STRL STERLING CONSTR INC 0.0%
Value ($000) $29 Shares 1,100 Est. Cost $27.95 Unrealized 0.0%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $29 Shares 120 Est. Cost $185.25 Unrealized +10.6%
WESTROCK CO 0.0%
Value ($000) $28 Shares 600 Est. Cost $47.03 Unrealized
QCOM QUALCOMM INC 0.0%
Value ($000) $27 Shares 177 Est. Cost $146.06 Unrealized +5.2%
DLX DELUXE CORP 0.0%
Value ($000) $27 Shares 880 Est. Cost $24.63 Unrealized 0.0%
MPC MARATHON PETE CORP 0.0%
Value ($000) $26 Shares 300 Est. Cost $58.41 Unrealized +19.3%
GOOG ALPHABET INC 0.0%
Value ($000) $25 Shares 9 Est. Cost $143.45 Unrealized -5.9%
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $25 Shares 116 Est. Cost $168.57 Unrealized +5.1%
MATV SCHWEITZER-MAUDUIT INTL INC 0.0%
Value ($000) $25 Shares 900 Est. Cost $24.86 Unrealized 0.0%
SYY SYSCO CORP 0.0%
Value ($000) $25 Shares 303 Est. Cost $68.78 Unrealized +5.6%
CLW CLEARWATER PAPER CORP 0.0%
Value ($000) $24 Shares 860 Est. Cost $31.40 Unrealized 0.0%
ACCO ACCO BRANDS CORP 0.0%
Value ($000) $24 Shares 3,000 Est. Cost $6.54 Unrealized 0.0%
IEF ISHARES TR 0.0%
Value ($000) $24 Shares 220 Est. Cost $115.00 Unrealized
PRGS PROGRESS SOFTWARE CORP 0.0%
Value ($000) $24 Shares 500 Est. Cost $45.01 Unrealized 0.0%
INTC INTEL CORP 0.0%
Value ($000) $23 Shares 465 Est. Cost $47.29 Unrealized -2.3%
CEG CONSTELLATION ENERGY CORP 0.0%
Value ($000) $23 Shares 408 Est. Cost $47.25 Unrealized 0.0%
LNC LINCOLN NATL CORP IND 0.0%
Value ($000) $23 Shares 350 Est. Cost $56.16 Unrealized -2.5%
USB US BANCORP DEL 0.0%
Value ($000) $23 Shares 429 Est. Cost $48.84 Unrealized -2.0%
FDUS FIDUS INVT CORP 0.0%
Value ($000) $22 Shares 1,100 Est. Cost $10.84 Unrealized +7.7%
LOW LOWES COS INC 0.0%
Value ($000) $22 Shares 107 Est. Cost $219.81 Unrealized -2.9%
CRPT FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $22 Shares 1,500 Est. Cost $14.40 Unrealized
MRK MERCK & CO INC 0.0%
Value ($000) $21 Shares 260 Est. Cost $69.89 Unrealized -0.1%
CW CURTISS WRIGHT CORP 0.0%
Value ($000) $21 Shares 140 Est. Cost $130.05 Unrealized +7.9%
JPM JPMORGAN CHASE & CO 0.0%
Value ($000) $21 Shares 154 Est. Cost $147.83 Unrealized -9.6%
MSI MOTOROLA SOLUTIONS INC 0.0%
Value ($000) $21 Shares 85 Est. Cost $239.53 Unrealized -7.4%
TCI TRANSCONTINENTAL RLTY INVS 0.0%
Value ($000) $20 Shares 524 Est. Cost $38.83 Unrealized +0.5%
COP CONOCOPHILLIPS 0.0%
Value ($000) $20 Shares 200 Est. Cost $62.64 Unrealized +27.2%
KMPR KEMPER CORP 0.0%
Value ($000) $20 Shares 352 Est. Cost $60.84 Unrealized -8.8%
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $20 Shares 160 Est. Cost $115.26 Unrealized -1.1%
EXPE EXPEDIA GROUP INC 0.0%
Value ($000) $20 Shares 100 Est. Cost $168.61 Unrealized +10.1%
ENB ENBRIDGE INC 0.0%
Value ($000) $19 Shares 417 Est. Cost $30.66 Unrealized +8.6%
ARCC ARES CAPITAL CORP 0.0%
Value ($000) $19 Shares 889 Est. Cost $13.96 Unrealized +4.8%
VB VANGUARD INDEX FDS 0.0%
Value ($000) $18 Shares 86 Est. Cost $226.01 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $18 Shares 210 Est. Cost $64.72 Unrealized +12.5%
ABT ABBOTT LABS 0.0%
Value ($000) $18 Shares 150 Est. Cost $118.69 Unrealized -2.8%
ETN EATON CORP PLC 0.0%
Value ($000) $17 Shares 113 Est. Cost $155.46 Unrealized -5.2%
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $17 Shares 300 Est. Cost $29.61 Unrealized +41.1%
NKE NIKE INC 0.0%
Value ($000) $16 Shares 121 Est. Cost $154.55 Unrealized -14.6%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $15 Shares 68 Est. Cost $207.28 Unrealized -5.0%
AMERICA MOVIL SAB DE CV 0.0%
Value ($000) $15 Shares 700 Est. Cost $21.11 Unrealized
MCHP MICROCHIP TECHNOLOGY INC. 0.0%
Value ($000) $14 Shares 192 Est. Cost $73.87 Unrealized -6.6%
PBA PEMBINA PIPELINE CORP 0.0%
Value ($000) $14 Shares 382 Est. Cost $25.94 Unrealized +7.8%
CHT CHUNGHWA TELECOM CO LTD 0.0%
Value ($000) $14 Shares 306 Est. Cost $42.21 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $13 Shares 100 Est. Cost $98.43 Unrealized +13.9%
EOG EOG RES INC 0.0%
Value ($000) $13 Shares 106 Est. Cost $73.31 Unrealized +27.5%
GEL GENESIS ENERGY L P 0.0%
Value ($000) $12 Shares 1,050 Est. Cost $10.71 Unrealized
EMR EMERSON ELEC CO 0.0%
Value ($000) $12 Shares 121 Est. Cost $86.51 Unrealized +1.1%
MKC MCCORMICK & CO INC 0.0%
Value ($000) $11 Shares 112 Est. Cost $77.71 Unrealized +15.3%
SHEL SHELL PLC 0.0%
Value ($000) $11 Shares 200 Est. Cost $54.93 Unrealized
IXC ISHARES TR 0.0%
Value ($000) $11 Shares 300 Est. Cost $27.51 Unrealized
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $11 Shares 220 Est. Cost $44.41 Unrealized +9.2%
AMGN AMGEN INC 0.0%
Value ($000) $10 Shares 41 Est. Cost $185.15 Unrealized +9.8%
ARKG ARK ETF TR 0.0%
Value ($000) $9 Shares 202 Est. Cost $61.24 Unrealized
HPQ HP INC 0.0%
Value ($000) $9 Shares 254 Est. Cost $28.19 Unrealized +13.7%
ET ENERGY TRANSFER L P 0.0%
Value ($000) $9 Shares 789 Est. Cost $8.23 Unrealized
BR BROADRIDGE FINL SOLUTIONS IN 0.0%
Value ($000) $8 Shares 54 Est. Cost $163.68 Unrealized -12.4%
DOW DOW INC 0.0%
Value ($000) $8 Shares 127 Est. Cost $45.04 Unrealized +7.1%
V VISA INC 0.0%
Value ($000) $8 Shares 34 Est. Cost $208.13 Unrealized +0.9%
WMT WALMART INC 0.0%
Value ($000) $7 Shares 50 Est. Cost $45.18 Unrealized -1.3%
TDOC TELADOC HEALTH INC 0.0%
Value ($000) $7 Shares 100 Est. Cost $72.04 Unrealized 0.0%
MET METLIFE INC 0.0%
Value ($000) $7 Shares 100 Est. Cost $55.38 Unrealized +8.5%
TV GRUPO TELEVISA S A B 0.0%
Value ($000) $7 Shares 600 Est. Cost $9.37 Unrealized
RGR STURM RUGER & CO INC 0.0%
Value ($000) $7 Shares 100 Est. Cost $68.85 Unrealized 0.0%
OMC OMNICOM GROUP INC 0.0%
Value ($000) $7 Shares 78 Est. Cost $61.44 Unrealized +14.2%
TELFY TELEFONICA S A 0.0%
Value ($000) $6 Shares 1,352 Est. Cost $4.24 Unrealized
UNITI GROUP INC 0.0%
Value ($000) $6 Shares 428 Est. Cost $14.01 Unrealized
BP BP PLC 0.0%
Value ($000) $6 Shares 200 Est. Cost $26.63 Unrealized
XSOE WISDOMTREE TR 0.0%
Value ($000) $5 Shares 162 Est. Cost $36.85 Unrealized
COST COSTCO WHSL CORP NEW 0.0%
Value ($000) $5 Shares 9 Est. Cost $495.17 Unrealized +1.1%
GLTR ABRDN PRECIOUS METALS BASKET 0.0%
Value ($000) $5 Shares 50 Est. Cost $89.46 Unrealized
VIV TELEFONICA BRASIL SA 0.0%
Value ($000) $4 Shares 394 Est. Cost $8.65 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $4 Shares 171 Est. Cost $22.01 Unrealized
ERIC ERICSSON 0.0%
Value ($000) $4 Shares 480 Est. Cost $10.87 Unrealized
LAND GLADSTONE LD CORP 0.0%
Value ($000) $4 Shares 120 Est. Cost $33.64 Unrealized
HPE HEWLETT PACKARD ENTERPRISE C 0.0%
Value ($000) $4 Shares 254 Est. Cost $13.35 Unrealized +12.1%
APA APA CORPORATION 0.0%
Value ($000) $4 Shares 100 Est. Cost $30.86 Unrealized 0.0%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $4 Shares 100 Est. Cost $35.90 Unrealized 0.0%
GPC GENUINE PARTS CO 0.0%
Value ($000) $4 Shares 32 Est. Cost $118.01 Unrealized -1.6%
MDGL MADRIGAL PHARMACEUTICALS INC 0.0%
Value ($000) $4 Shares 40 Est. Cost $84.31 Unrealized 0.0%
HAL HALLIBURTON CO 0.0%
Value ($000) $4 Shares 100 Est. Cost $29.85 Unrealized 0.0%
EGHT 8X8 INC NEW 0.0%
Value ($000) $4 Shares 300 Est. Cost $20.97 Unrealized -33.9%
RTX RAYTHEON TECHNOLOGIES CORP 0.0%
Value ($000) $3 Shares 35 Est. Cost $79.32 Unrealized +9.4%
CLBT CELLEBRITE DI LTD 0.0%
Value ($000) $3 Shares 500 Est. Cost $6.63 Unrealized 0.0%
KR KROGER CO 0.0%
Value ($000) $3 Shares 53 Est. Cost $38.48 Unrealized +18.6%
CI CIGNA CORP NEW 0.0%
Value ($000) $3 Shares 12 Est. Cost $197.24 Unrealized +10.7%
ALL ALLSTATE CORP 0.0%
Value ($000) $3 Shares 19 Est. Cost $106.90 Unrealized +6.9%
C CITIGROUP INC 0.0%
Value ($000) $3 Shares 50 Est. Cost $57.18 Unrealized -6.4%
CLFD CLEARFIELD INC 0.0%
Value ($000) $3 Shares 39 Est. Cost $62.78 Unrealized -0.0%
PARAMOUNT GLOBAL 0.0%
Value ($000) $2 Shares 64 Est. Cost $30.19 Unrealized
BLACKROCK CR ALLOCATION INCO 0.0%
Value ($000) $2 Shares 180 Est. Cost $15.05 Unrealized
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $2 Shares 5 Est. Cost $308.96 Unrealized +18.2%
M MACYS INC 0.0%
Value ($000) $2 Shares 88 Est. Cost $27.27 Unrealized -6.0%
CPK CHESAPEAKE UTILS CORP 0.0%
Value ($000) $2 Shares 15 Est. Cost $122.43 Unrealized +1.5%
ANNALY CAPITAL MANAGEMENT IN 0.0%
Value ($000) $2 Shares 296 Est. Cost $7.82 Unrealized
SGU STAR GROUP L P 0.0%
Value ($000) $2 Shares 179 Est. Cost $10.68 Unrealized -2.1%
PLYM PLYMOUTH INDL REIT INC 0.0%
Value ($000) $2 Shares 73 Est. Cost $32.04 Unrealized
CYTK CYTOKINETICS INC 0.0%
Value ($000) $2 Shares 50 Est. Cost $38.59 Unrealized -7.9%
VTRS VIATRIS INC 0.0%
Value ($000) $2 Shares 169 Est. Cost $11.12 Unrealized -0.6%
COLD AMERICOLD RLTY TR 0.0%
Value ($000) $2 Shares 63 Est. Cost $32.70 Unrealized
MPT MEDICAL PPTYS TRUST INC 0.0%
Value ($000) $2 Shares 77 Est. Cost $23.61 Unrealized
IPAR INTER PARFUMS INC 0.0%
Value ($000) $2 Shares 18 Est. Cost $89.74 Unrealized +3.0%
MTRN MATERION CORP 0.0%
Value ($000) $2 Shares 18 Est. Cost $83.35 Unrealized +2.5%
WORLD WRESTLING ENTMT INC 0.0%
Value ($000) $1 Shares 23 Est. Cost $49.70 Unrealized
SXT SENSIENT TECHNOLOGIES CORP 0.0%
Value ($000) $1 Shares 17 Est. Cost $97.28 Unrealized -13.4%
MBWM MERCANTILE BK CORP 0.0%
Value ($000) $1 Shares 39 Est. Cost $29.90 Unrealized +8.3%
BBSI BARRETT BUSINESS SVCS INC 0.0%
Value ($000) $1 Shares 17 Est. Cost $18.10 Unrealized -10.6%
OXY/WS OCCIDENTAL PETE CORP 0.0%
Value ($000) $1 Shares 37 Est. Cost $12.62 Unrealized
HII HUNTINGTON INGALLS INDS INC 0.0%
Value ($000) $1 Shares 6 Est. Cost $176.03 Unrealized +1.6%
GLAXOSMITHKLINE PLC 0.0%
Value ($000) $1 Shares 28 Est. Cost $44.11 Unrealized
RIG TRANSOCEAN LTD 0.0%
Value ($000) $1 Shares 251 Est. Cost $3.39 Unrealized +12.1%
CRSR CORSAIR GAMING INC 0.0%
Value ($000) $1 Shares 53 Est. Cost $23.92 Unrealized -12.8%
ECL ECOLAB INC 0.0%
Value ($000) $1 Shares 6 Est. Cost $215.53 Unrealized -16.7%
HLF HERBALIFE NUTRITION LTD 0.0%
Value ($000) $1 Shares 30 Est. Cost $41.61 Unrealized -6.0%
AR ANTERO RESOURCES CORP 0.0%
Value ($000) $1 Shares 29 Est. Cost $18.95 Unrealized +18.5%
CCS CENTURY CMNTYS INC 0.0%
Value ($000) $1 Shares 15 Est. Cost $67.31 Unrealized -10.0%
AM ANTERO MIDSTREAM CORP 0.0%
Value ($000) $1 Shares 72 Est. Cost $7.64 Unrealized +0.1%
QNST QUINSTREET INC 0.0%
Value ($000) $1 Shares 65 Est. Cost $16.58 Unrealized -18.9%
OGN ORGANON & CO 0.0%
Value ($000) $1 Shares 21 Est. Cost $26.97 Unrealized +5.9%
CCL CARNIVAL CORP 0.0%
Value ($000) $1 Shares 35 Est. Cost $21.39 Unrealized -5.5%
FCNCA FIRST CTZNS BANCSHARES INC N 0.0%
Value ($000) $1 Shares 1 Est. Cost $768.01 Unrealized 0.0%
CDNA CAREDX INC 0.0%
Value ($000) $1 Shares 15 Est. Cost $52.20 Unrealized -25.3%
SKYT SKYWATER TECHNOLOGY INC 0.0%
Value ($000) $0 Shares 45 Est. Cost $22.38 Unrealized -50.9%
BHF BRIGHTHOUSE FINL INC 0.0%
Value ($000) $0 Shares 9 Est. Cost $51.16 Unrealized +4.3%
OPTU ALTICE USA INC 0.0%
Value ($000) $0 Shares 37 Est. Cost $16.95 Unrealized -21.2%
KD KYNDRYL HLDGS INC 0.0%
Value ($000) $0 Shares 20 Est. Cost $21.59 Unrealized -30.3%
F FORD MTR CO DEL 0.0%
Value ($000) $0 Shares 8 Est. Cost $14.00 Unrealized +3.9%
VERITIV CORP 0.0%
Value ($000) $0 Shares 1 Est. Cost $123.00 Unrealized
LUMN LUMEN TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $11.76 Unrealized -8.4%
ABERDEEN AUSTRALIA EQUITY FD 0.0%
Value ($000) $0 Shares 4 Est. Cost $6.25 Unrealized