Cornerstone Management, Inc. Diversified Active

CIK: 0001587867 · Show all filings

Period: Q2 2022 (← Previous) (Next →)

Filing Date: May 9, 2023

Total Value ($000): $384,665 (100.0% shares, 0.0% debt)

Holdings (250)

JPST J P MORGAN EXCHANGE TRADED F 20.4%
Value ($000) $78,571 Shares 1,568,601 Est. Cost $50.45 Unrealized
VTV VANGUARD INDEX FDS 19.1%
Value ($000) $73,415 Shares 556,677 Est. Cost $102.26 Unrealized
VUG VANGUARD INDEX FDS 12.9%
Value ($000) $49,686 Shares 222,916 Est. Cost $140.24 Unrealized
AGG ISHARES TR 6.9%
Value ($000) $26,403 Shares 259,667 Est. Cost $112.63 Unrealized
FLRN SPDR SER TR 5.7%
Value ($000) $21,797 Shares 723,915 Est. Cost $30.48 Unrealized
SPSB SPDR SER TR 4.2%
Value ($000) $16,066 Shares 540,392 Est. Cost $30.34 Unrealized
EFA ISHARES TR 3.4%
Value ($000) $13,157 Shares 210,551 Est. Cost $69.62 Unrealized
VTI VANGUARD INDEX FDS 2.9%
Value ($000) $11,208 Shares 59,419 Est. Cost $163.62 Unrealized
SPIB SPDR SER TR 1.8%
Value ($000) $6,931 Shares 212,403 Est. Cost $35.35 Unrealized
IEMG ISHARES INC 1.5%
Value ($000) $5,958 Shares 121,453 Est. Cost $57.42 Unrealized
VBR VANGUARD INDEX FDS 1.5%
Value ($000) $5,945 Shares 39,684 Est. Cost $117.87 Unrealized
USRT ISHARES TR 1.5%
Value ($000) $5,881 Shares 110,139 Est. Cost $48.58 Unrealized
VBK VANGUARD INDEX FDS 1.5%
Value ($000) $5,734 Shares 29,104 Est. Cost $200.68 Unrealized
MBB ISHARES TR 1.5%
Value ($000) $5,655 Shares 58,005 Est. Cost $106.98 Unrealized
NEAR ISHARES U S ETF TR 1.4%
Value ($000) $5,480 Shares 111,253 Est. Cost $49.57 Unrealized
SCZ ISHARES TR 1.3%
Value ($000) $5,046 Shares 92,428 Est. Cost $62.24 Unrealized
GL GLOBE LIFE INC 1.2%
Value ($000) $4,455 Shares 45,708 Est. Cost $86.06 Unrealized +10.6%
DVY ISHARES TR 1.1%
Value ($000) $4,345 Shares 36,927 Est. Cost $92.15 Unrealized
USHY ISHARES TR 0.9%
Value ($000) $3,461 Shares 99,978 Est. Cost $40.55 Unrealized
COHEN & STEERS TOTAL RETURN 0.8%
Value ($000) $3,086 Shares 232,892 Est. Cost $12.33 Unrealized
ICSH ISHARES TR 0.8%
Value ($000) $2,955 Shares 59,047 Est. Cost $50.42 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.8%
Value ($000) $2,893 Shares 20,164 Est. Cost $106.26 Unrealized
ISHARES TR 0.7%
Value ($000) $2,765 Shares 110,569 Est. Cost $25.04 Unrealized
LQD ISHARES TR 0.5%
Value ($000) $2,109 Shares 19,164 Est. Cost $122.86 Unrealized
AVUV AMERICAN CENTY ETF TR 0.5%
Value ($000) $2,035 Shares 29,764 Est. Cost $68.14 Unrealized
GPN GLOBAL PMTS INC 0.3%
Value ($000) $1,220 Shares 11,024 Est. Cost $155.39 Unrealized -21.5%
REZ ISHARES TR 0.3%
Value ($000) $1,201 Shares 15,018 Est. Cost $84.31 Unrealized
SPY SPDR S&P 500 ETF TR 0.3%
Value ($000) $1,189 Shares 3,153 Est. Cost $267.87 Unrealized
SRVR PACER FDS TR 0.3%
Value ($000) $1,177 Shares 34,178 Est. Cost $37.29 Unrealized
FNCL FIDELITY COVINGTON TRUST 0.2%
Value ($000) $883 Shares 19,791 Est. Cost $48.95 Unrealized
KO COCA COLA CO 0.2%
Value ($000) $780 Shares 12,401 Est. Cost $31.37 Unrealized +80.9%
SO SOUTHERN CO 0.2%
Value ($000) $737 Shares 10,331 Est. Cost $35.51 Unrealized +81.1%
BND VANGUARD BD INDEX FDS 0.2%
Value ($000) $630 Shares 8,365 Est. Cost $83.83 Unrealized
INDS PACER FDS TR 0.2%
Value ($000) $604 Shares 14,800 Est. Cost $43.46 Unrealized
VV VANGUARD INDEX FDS 0.1%
Value ($000) $516 Shares 2,996 Est. Cost $134.43 Unrealized
AVEM AMERICAN CENTY ETF TR 0.1%
Value ($000) $510 Shares 9,811 Est. Cost $56.73 Unrealized
AFL AFLAC INC 0.1%
Value ($000) $485 Shares 8,764 Est. Cost $31.05 Unrealized +75.1%
SOUTHSTATE CORPORATION 0.1%
Value ($000) $380 Shares 4,920 Est. Cost $81.59 Unrealized
BAC BK OF AMERICA CORP 0.1%
Value ($000) $336 Shares 10,800 Est. Cost $22.96 Unrealized +42.6%
DIV GLOBAL X FDS 0.1%
Value ($000) $308 Shares 15,851 Est. Cost $15.47 Unrealized
BIBL NORTHERN LTS FD TR IV 0.1%
Value ($000) $294 Shares 10,102 Est. Cost $41.64 Unrealized
VOE VANGUARD INDEX FDS 0.1%
Value ($000) $273 Shares 2,104 Est. Cost $129.04 Unrealized
TFC TRUIST FINL CORP 0.1%
Value ($000) $262 Shares 5,521 Est. Cost $40.89 Unrealized -0.3%
EVERI HLDGS INC 0.1%
Value ($000) $245 Shares 15,000 Est. Cost $21.00 Unrealized
SPAB SPDR SER TR 0.1%
Value ($000) $239 Shares 9,056 Est. Cost $28.91 Unrealized
IWD ISHARES TR 0.1%
Value ($000) $232 Shares 1,599 Est. Cost $106.14 Unrealized
AAPL APPLE INC 0.1%
Value ($000) $223 Shares 1,634 Est. Cost $125.95 Unrealized +18.0%
PNC PNC FINL SVCS GROUP INC 0.1%
Value ($000) $213 Shares 1,350 Est. Cost $106.49 Unrealized +36.6%
GLD SPDR GOLD TR 0.1%
Value ($000) $206 Shares 1,225 Est. Cost $170.73 Unrealized
CATH GLOBAL X FDS 0.1%
Value ($000) $202 Shares 4,406 Est. Cost $42.18 Unrealized
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $193 Shares 375 Est. Cost $422.19 Unrealized +11.6%
IWF ISHARES TR 0.0%
Value ($000) $190 Shares 869 Est. Cost $191.95 Unrealized
SLV ISHARES SILVER TR 0.0%
Value ($000) $188 Shares 10,111 Est. Cost $21.16 Unrealized
MGV VANGUARD WORLD FD 0.0%
Value ($000) $184 Shares 1,915 Est. Cost $95.20 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.0%
Value ($000) $171 Shares 628 Est. Cost $242.84 Unrealized +29.2%
MSFT MICROSOFT CORP 0.0%
Value ($000) $159 Shares 620 Est. Cost $313.41 Unrealized -15.9%
BMY BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $149 Shares 1,941 Est. Cost $49.23 Unrealized +32.0%
MGK VANGUARD WORLD FD 0.0%
Value ($000) $149 Shares 819 Est. Cost $243.38 Unrealized
JNJ JOHNSON & JOHNSON 0.0%
Value ($000) $140 Shares 786 Est. Cost $145.09 Unrealized +10.2%
DWX SPDR INDEX SHS FDS 0.0%
Value ($000) $134 Shares 3,891 Est. Cost $38.88 Unrealized
LLY LILLY ELI & CO 0.0%
Value ($000) $129 Shares 397 Est. Cost $243.85 Unrealized +19.3%
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $120 Shares 1,123 Est. Cost $65.03 Unrealized +46.7%
QQQ INVESCO QQQ TR 0.0%
Value ($000) $119 Shares 426 Est. Cost $397.85 Unrealized
T AT&T INC 0.0%
Value ($000) $108 Shares 5,149 Est. Cost $14.67 Unrealized +11.2%
VONG VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $102 Shares 1,816 Est. Cost $78.54 Unrealized
VOT VANGUARD INDEX FDS 0.0%
Value ($000) $100 Shares 571 Est. Cost $235.89 Unrealized
IVV ISHARES TR 0.0%
Value ($000) $96 Shares 253 Est. Cost $476.99 Unrealized
CMCSA COMCAST CORP NEW 0.0%
Value ($000) $96 Shares 2,443 Est. Cost $46.14 Unrealized -16.9%
ATKR ATKORE INC 0.0%
Value ($000) $93 Shares 1,125 Est. Cost $100.07 Unrealized -4.2%
PFE PFIZER INC 0.0%
Value ($000) $91 Shares 1,728 Est. Cost $40.23 Unrealized +4.4%
VONV VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $82 Shares 1,294 Est. Cost $73.74 Unrealized
SBAC SBA COMMUNICATIONS CORP NEW 0.0%
Value ($000) $79 Shares 246 Est. Cost $329.62 Unrealized -3.6%
AWK AMERICAN WTR WKS CO INC NEW 0.0%
Value ($000) $78 Shares 526 Est. Cost $160.41 Unrealized -12.1%
DIS DISNEY WALT CO 0.0%
Value ($000) $77 Shares 819 Est. Cost $155.88 Unrealized -30.4%
PGHY INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $74 Shares 3,853 Est. Cost $21.37 Unrealized
LNT ALLIANT ENERGY CORP 0.0%
Value ($000) $70 Shares 1,186 Est. Cost $50.05 Unrealized +6.9%
XES SPDR SER TR 0.0%
Value ($000) $69 Shares 1,163 Est. Cost $50.09 Unrealized
CMS CMS ENERGY CORP 0.0%
Value ($000) $68 Shares 1,008 Est. Cost $54.05 Unrealized +14.1%
PEP PEPSICO INC 0.0%
Value ($000) $65 Shares 390 Est. Cost $143.45 Unrealized +4.4%
CNI CANADIAN NATL RY CO 0.0%
Value ($000) $64 Shares 568 Est. Cost $116.80 Unrealized -7.0%
XLE SELECT SECTOR SPDR TR 0.0%
Value ($000) $62 Shares 866 Est. Cost $55.50 Unrealized
JNK SPDR SER TR 0.0%
Value ($000) $61 Shares 673 Est. Cost $108.57 Unrealized
NVDA NVIDIA CORPORATION 0.0%
Value ($000) $61 Shares 400 Est. Cost $25.03 Unrealized -24.7%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $59 Shares 625 Est. Cost $68.08 Unrealized +23.5%
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $57 Shares 597 Est. Cost $72.48 Unrealized +19.5%
GOOGL ALPHABET INC 0.0%
Value ($000) $57 Shares 26 Est. Cost $142.94 Unrealized -18.3%
EXC EXELON CORP 0.0%
Value ($000) $56 Shares 1,226 Est. Cost $32.52 Unrealized +26.8%
EMLC VANECK ETF TRUST 0.0%
Value ($000) $54 Shares 2,187 Est. Cost $28.60 Unrealized
XOM EXXON MOBIL CORP 0.0%
Value ($000) $51 Shares 596 Est. Cost $53.90 Unrealized +47.6%
DES WISDOMTREE TR 0.0%
Value ($000) $51 Shares 1,799 Est. Cost $32.86 Unrealized
PG PROCTER AND GAMBLE CO 0.0%
Value ($000) $50 Shares 349 Est. Cost $134.13 Unrealized +2.4%
CVX CHEVRON CORP NEW 0.0%
Value ($000) $50 Shares 344 Est. Cost $96.10 Unrealized +48.5%
NEM NEWMONT CORP 0.0%
Value ($000) $47 Shares 791 Est. Cost $49.84 Unrealized +27.0%
LINDE PLC 0.0%
Value ($000) $47 Shares 162 Est. Cost $346.43 Unrealized
MO ALTRIA GROUP INC 0.0%
Value ($000) $44 Shares 1,051 Est. Cost $32.79 Unrealized +17.3%
ABBV ABBVIE INC 0.0%
Value ($000) $43 Shares 283 Est. Cost $101.71 Unrealized +31.9%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $42 Shares 539 Est. Cost $77.35 Unrealized -11.0%
PGF INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $42 Shares 2,673 Est. Cost $18.82 Unrealized
DXC DXC TECHNOLOGY CO 0.0%
Value ($000) $41 Shares 1,350 Est. Cost $33.07 Unrealized -6.2%
CLX CLOROX CO DEL 0.0%
Value ($000) $41 Shares 289 Est. Cost $145.62 Unrealized -13.1%
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $40 Shares 794 Est. Cost $40.39 Unrealized -0.7%
UNP UNION PAC CORP 0.0%
Value ($000) $39 Shares 185 Est. Cost $214.98 Unrealized -2.9%
CHTR CHARTER COMMUNICATIONS INC N 0.0%
Value ($000) $39 Shares 83 Est. Cost $680.89 Unrealized -28.4%
MCD MCDONALDS CORP 0.0%
Value ($000) $37 Shares 151 Est. Cost $229.60 Unrealized -1.4%
RGP RESOURCES CONNECTION INC 0.0%
Value ($000) $37 Shares 1,800 Est. Cost $17.19 Unrealized +3.9%
CWI SPDR INDEX SHS FDS 0.0%
Value ($000) $36 Shares 1,525 Est. Cost $29.10 Unrealized
WPC WP CAREY INC 0.0%
Value ($000) $36 Shares 437 Est. Cost $82.05 Unrealized
BLUCORA INC 0.0%
Value ($000) $36 Shares 1,940 Est. Cost $19.55 Unrealized
CSCO CISCO SYS INC 0.0%
Value ($000) $36 Shares 837 Est. Cost $50.47 Unrealized -15.2%
GLOBAL X FDS 0.0%
Value ($000) $35 Shares 4,377 Est. Cost $9.41 Unrealized
LSAK LESAKA TECHNOLOGIES INC 0.0%
Value ($000) $33 Shares 6,500 Est. Cost $5.12 Unrealized -2.9%
FCCO FIRST CMNTY CORP S C 0.0%
Value ($000) $32 Shares 1,671 Est. Cost $18.35 Unrealized -4.2%
HD HOME DEPOT INC 0.0%
Value ($000) $31 Shares 112 Est. Cost $343.18 Unrealized -21.6%
CLW CLEARWATER PAPER CORP 0.0%
Value ($000) $29 Shares 860 Est. Cost $31.40 Unrealized -0.3%
HILLENBRAND INC 0.0%
Value ($000) $29 Shares 700 Est. Cost $44.17 Unrealized
ORCL ORACLE CORP 0.0%
Value ($000) $28 Shares 403 Est. Cost $88.90 Unrealized -21.4%
ASIX ADVANSIX INC 0.0%
Value ($000) $27 Shares 800 Est. Cost $41.07 Unrealized 0.0%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $27 Shares 120 Est. Cost $185.25 Unrealized +15.2%
GXO GXO LOGISTICS INCORPORATED 0.0%
Value ($000) $26 Shares 611 Est. Cost $89.86 Unrealized -38.4%
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $26 Shares 145 Est. Cost $210.30 Unrealized -13.0%
HUN HUNTSMAN CORP 0.0%
Value ($000) $26 Shares 925 Est. Cost $37.66 Unrealized -10.3%
SYY SYSCO CORP 0.0%
Value ($000) $26 Shares 303 Est. Cost $68.78 Unrealized +10.1%
SYNOVUS FINL CORP 0.0%
Value ($000) $25 Shares 704 Est. Cost $47.87 Unrealized
MPC MARATHON PETE CORP 0.0%
Value ($000) $25 Shares 300 Est. Cost $58.41 Unrealized +47.7%
STRL STERLING INFRASTRUCTURE INC 0.0%
Value ($000) $24 Shares 1,100 Est. Cost $27.95 Unrealized -14.0%
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $24 Shares 831 Est. Cost $38.94 Unrealized -4.8%
BARRICK GOLD CORP 0.0%
Value ($000) $24 Shares 1,358 Est. Cost $19.00 Unrealized
WESTROCK CO 0.0%
Value ($000) $24 Shares 600 Est. Cost $47.03 Unrealized
MRK MERCK & CO INC 0.0%
Value ($000) $24 Shares 260 Est. Cost $69.89 Unrealized +13.3%
CEG CONSTELLATION ENERGY CORP 0.0%
Value ($000) $23 Shares 408 Est. Cost $47.25 Unrealized +23.6%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $23 Shares 300 Est. Cost $134.42 Unrealized -30.4%
PRGS PROGRESS SOFTWARE CORP 0.0%
Value ($000) $23 Shares 500 Est. Cost $45.01 Unrealized +5.7%
QCOM QUALCOMM INC 0.0%
Value ($000) $23 Shares 177 Est. Cost $146.06 Unrealized -14.5%
MATV SCHWEITZER-MAUDUIT INTL INC 0.0%
Value ($000) $23 Shares 900 Est. Cost $24.86 Unrealized -10.6%
IEF ISHARES TR 0.0%
Value ($000) $23 Shares 220 Est. Cost $115.00 Unrealized
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $22 Shares 160 Est. Cost $115.26 Unrealized -0.4%
UPS UNITED PARCEL SERVICE INC 0.0%
Value ($000) $21 Shares 116 Est. Cost $168.57 Unrealized -9.0%
TCI TRANSCONTINENTAL RLTY INVS 0.0%
Value ($000) $21 Shares 524 Est. Cost $38.83 Unrealized +7.2%
USB US BANCORP DEL 0.0%
Value ($000) $20 Shares 429 Est. Cost $48.84 Unrealized -14.2%
GOOG ALPHABET INC 0.0%
Value ($000) $20 Shares 9 Est. Cost $143.45 Unrealized -18.2%
ACCO ACCO BRANDS CORP 0.0%
Value ($000) $20 Shares 3,000 Est. Cost $6.54 Unrealized -11.2%
FDUS FIDUS INVT CORP 0.0%
Value ($000) $19 Shares 1,100 Est. Cost $10.84 Unrealized +14.2%
LOW LOWES COS INC 0.0%
Value ($000) $19 Shares 107 Est. Cost $219.81 Unrealized -18.3%
CW CURTISS WRIGHT CORP 0.0%
Value ($000) $18 Shares 140 Est. Cost $130.05 Unrealized +7.8%
COP CONOCOPHILLIPS 0.0%
Value ($000) $18 Shares 200 Est. Cost $62.64 Unrealized +43.6%
MSI MOTOROLA SOLUTIONS INC 0.0%
Value ($000) $18 Shares 85 Est. Cost $239.53 Unrealized -12.8%
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $18 Shares 300 Est. Cost $29.61 Unrealized +96.3%
ENB ENBRIDGE INC 0.0%
Value ($000) $18 Shares 417 Est. Cost $30.66 Unrealized +14.9%
INTC INTEL CORP 0.0%
Value ($000) $17 Shares 465 Est. Cost $47.29 Unrealized -14.1%
JPM JPMORGAN CHASE & CO 0.0%
Value ($000) $17 Shares 154 Est. Cost $147.83 Unrealized -23.5%
PSX PHILLIPS 66 0.0%
Value ($000) $17 Shares 210 Est. Cost $64.72 Unrealized +25.1%
KMPR KEMPER CORP 0.0%
Value ($000) $17 Shares 352 Est. Cost $60.84 Unrealized -17.7%
WBD WARNER BROS DISCOVERY INC 0.0%
Value ($000) $17 Shares 1,241 Est. Cost $18.55 Unrealized 0.0%
LNC LINCOLN NATL CORP IND 0.0%
Value ($000) $16 Shares 350 Est. Cost $56.16 Unrealized -18.1%
ABT ABBOTT LABS 0.0%
Value ($000) $16 Shares 150 Est. Cost $118.69 Unrealized -10.6%
ARCC ARES CAPITAL CORP 0.0%
Value ($000) $16 Shares 889 Est. Cost $13.96 Unrealized -0.9%
VB VANGUARD INDEX FDS 0.0%
Value ($000) $16 Shares 89 Est. Cost $224.33 Unrealized
AMERICA MOVIL SAB DE CV 0.0%
Value ($000) $14 Shares 700 Est. Cost $21.11 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $14 Shares 68 Est. Cost $207.28 Unrealized -2.3%
ETN EATON CORP PLC 0.0%
Value ($000) $14 Shares 113 Est. Cost $155.46 Unrealized -14.7%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $14 Shares 100 Est. Cost $98.43 Unrealized +19.4%
PBA PEMBINA PIPELINE CORP 0.0%
Value ($000) $14 Shares 382 Est. Cost $25.94 Unrealized +24.5%
CHT CHUNGHWA TELECOM CO LTD 0.0%
Value ($000) $13 Shares 306 Est. Cost $42.21 Unrealized
NKE NIKE INC 0.0%
Value ($000) $12 Shares 121 Est. Cost $154.55 Unrealized -28.0%
EOG EOG RES INC 0.0%
Value ($000) $12 Shares 106 Est. Cost $73.31 Unrealized +44.3%
MCHP MICROCHIP TECHNOLOGY INC. 0.0%
Value ($000) $11 Shares 192 Est. Cost $73.87 Unrealized -17.6%
SHEL SHELL PLC 0.0%
Value ($000) $10 Shares 200 Est. Cost $54.93 Unrealized
IXC ISHARES TR 0.0%
Value ($000) $10 Shares 300 Est. Cost $27.51 Unrealized
AMGN AMGEN INC 0.0%
Value ($000) $10 Shares 41 Est. Cost $185.15 Unrealized +18.1%
EMR EMERSON ELEC CO 0.0%
Value ($000) $10 Shares 121 Est. Cost $86.51 Unrealized -5.3%
EXPE EXPEDIA GROUP INC 0.0%
Value ($000) $9 Shares 100 Est. Cost $168.61 Unrealized -16.7%
MKC MCCORMICK & CO INC 0.0%
Value ($000) $9 Shares 112 Est. Cost $77.71 Unrealized +12.1%
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $9 Shares 220 Est. Cost $44.41 Unrealized -10.0%
LAM RESEARCH CORP 0.0%
Value ($000) $9 Shares 20 Est. Cost $537.62 Unrealized
GEL GENESIS ENERGY L P 0.0%
Value ($000) $8 Shares 1,050 Est. Cost $10.71 Unrealized
HPQ HP INC 0.0%
Value ($000) $8 Shares 254 Est. Cost $28.19 Unrealized +13.7%
COST COSTCO WHSL CORP NEW 0.0%
Value ($000) $8 Shares 17 Est. Cost $490.34 Unrealized -1.1%
ET ENERGY TRANSFER L P 0.0%
Value ($000) $8 Shares 789 Est. Cost $8.23 Unrealized
BR BROADRIDGE FINL SOLUTIONS IN 0.0%
Value ($000) $8 Shares 54 Est. Cost $163.68 Unrealized -16.8%
TELFY TELEFONICA S A 0.0%
Value ($000) $7 Shares 1,395 Est. Cost $4.27 Unrealized
CRPT FIRST TR EXCHNG TRADED FD VI 0.0%
Value ($000) $7 Shares 1,500 Est. Cost $14.40 Unrealized
V VISA INC 0.0%
Value ($000) $7 Shares 34 Est. Cost $208.13 Unrealized -3.4%
DOW DOW INC 0.0%
Value ($000) $7 Shares 127 Est. Cost $45.04 Unrealized +15.0%
RGR STURM RUGER & CO INC 0.0%
Value ($000) $6 Shares 100 Est. Cost $68.85 Unrealized -2.3%
ARKG ARK ETF TR 0.0%
Value ($000) $6 Shares 202 Est. Cost $61.24 Unrealized
MET METLIFE INC 0.0%
Value ($000) $6 Shares 100 Est. Cost $55.38 Unrealized +7.0%
WMT WALMART INC 0.0%
Value ($000) $6 Shares 50 Est. Cost $45.18 Unrealized -2.5%
BP BP PLC 0.0%
Value ($000) $6 Shares 200 Est. Cost $26.63 Unrealized
OMC OMNICOM GROUP INC 0.0%
Value ($000) $5 Shares 78 Est. Cost $61.44 Unrealized +6.1%
TV GRUPO TELEVISA S A B 0.0%
Value ($000) $5 Shares 600 Est. Cost $9.37 Unrealized
XSOE WISDOMTREE TR 0.0%
Value ($000) $5 Shares 162 Est. Cost $36.85 Unrealized
GLTR ABRDN PRECIOUS METALS BASKET 0.0%
Value ($000) $4 Shares 50 Est. Cost $89.46 Unrealized
GPC GENUINE PARTS CO 0.0%
Value ($000) $4 Shares 32 Est. Cost $118.01 Unrealized +2.0%
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $4 Shares 171 Est. Cost $22.01 Unrealized
UNITI GROUP INC 0.0%
Value ($000) $4 Shares 428 Est. Cost $14.01 Unrealized
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $4 Shares 100 Est. Cost $35.90 Unrealized +6.7%
VIV TELEFONICA BRASIL SA 0.0%
Value ($000) $4 Shares 394 Est. Cost $8.65 Unrealized
ERIC ERICSSON 0.0%
Value ($000) $4 Shares 480 Est. Cost $10.87 Unrealized
APA APA CORPORATION 0.0%
Value ($000) $3 Shares 100 Est. Cost $30.86 Unrealized +22.2%
HPE HEWLETT PACKARD ENTERPRISE C 0.0%
Value ($000) $3 Shares 254 Est. Cost $13.35 Unrealized +2.1%
TDOC TELADOC HEALTH INC 0.0%
Value ($000) $3 Shares 100 Est. Cost $72.04 Unrealized -41.0%
HAL HALLIBURTON CO 0.0%
Value ($000) $3 Shares 100 Est. Cost $29.85 Unrealized +15.6%
USCI UNITED STS COMMODITY INDEX F 0.0%
Value ($000) $3 Shares 50 Est. Cost $54.82 Unrealized
LAND GLADSTONE LD CORP 0.0%
Value ($000) $3 Shares 121 Est. Cost $33.64 Unrealized
CLBT CELLEBRITE DI LTD 0.0%
Value ($000) $3 Shares 500 Est. Cost $6.63 Unrealized -21.5%
KR KROGER CO 0.0%
Value ($000) $3 Shares 53 Est. Cost $38.48 Unrealized +27.9%
ALL ALLSTATE CORP 0.0%
Value ($000) $2 Shares 19 Est. Cost $106.90 Unrealized +12.3%
CLFD CLEARFIELD INC 0.0%
Value ($000) $2 Shares 39 Est. Cost $62.78 Unrealized -6.5%
C CITIGROUP INC 0.0%
Value ($000) $2 Shares 50 Est. Cost $57.18 Unrealized -23.5%
LMT LOCKHEED MARTIN CORP 0.0%
Value ($000) $2 Shares 5 Est. Cost $308.96 Unrealized +28.8%
AMZN AMAZON COM INC 0.0%
Value ($000) $2 Shares 20 Est. Cost $125.13 Unrealized 0.0%
CPK CHESAPEAKE UTILS CORP 0.0%
Value ($000) $2 Shares 15 Est. Cost $122.43 Unrealized -1.2%
CYTK CYTOKINETICS INC 0.0%
Value ($000) $2 Shares 50 Est. Cost $38.59 Unrealized +4.3%
BLACKROCK CR ALLOCATION INCO 0.0%
Value ($000) $2 Shares 180 Est. Cost $15.05 Unrealized
COLD AMERICOLD REALTY TRUST INC 0.0%
Value ($000) $2 Shares 64 Est. Cost $32.66 Unrealized
VTRS VIATRIS INC 0.0%
Value ($000) $2 Shares 169 Est. Cost $11.12 Unrealized -16.4%
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 181 Est. Cost $10.68 Unrealized -3.5%
M MACYS INC 0.0%
Value ($000) $2 Shares 88 Est. Cost $27.27 Unrealized -17.0%
PARAMOUNT GLOBAL 0.0%
Value ($000) $2 Shares 64 Est. Cost $30.19 Unrealized
EGHT 8X8 INC NEW 0.0%
Value ($000) $2 Shares 300 Est. Cost $20.97 Unrealized -60.1%
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 -14.8%
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 +10.7%
MTRN MATERION CORP 0.0%
Value ($000) $1 Shares 18 Est. Cost $83.35 Unrealized -3.6%
IPAR INTER PARFUMS INC 0.0%
Value ($000) $1 Shares 18 Est. Cost $89.74 Unrealized -14.7%
PLYM PLYMOUTH INDL REIT INC 0.0%
Value ($000) $1 Shares 73 Est. Cost $32.04 Unrealized
MBWM MERCANTILE BK CORP 0.0%
Value ($000) $1 Shares 40 Est. Cost $29.86 Unrealized -5.3%
BBSI BARRETT BUSINESS SVCS INC 0.0%
Value ($000) $1 Shares 17 Est. Cost $18.10 Unrealized -2.3%
GSK PLC 0.0%
Value ($000) $1 Shares 28 Est. Cost $44.11 Unrealized
MPT MEDICAL PPTYS TRUST INC 0.0%
Value ($000) $1 Shares 78 Est. Cost $23.51 Unrealized
ECL ECOLAB INC 0.0%
Value ($000) $1 Shares 6 Est. Cost $215.53 Unrealized -26.2%
AR ANTERO RESOURCES CORP 0.0%
Value ($000) $1 Shares 29 Est. Cost $18.95 Unrealized +93.1%
RIG TRANSOCEAN LTD 0.0%
Value ($000) $1 Shares 251 Est. Cost $3.39 Unrealized +19.4%
OGN ORGANON & CO 0.0%
Value ($000) $1 Shares 21 Est. Cost $26.97 Unrealized +9.4%
CRSR CORSAIR GAMING INC 0.0%
Value ($000) $1 Shares 53 Est. Cost $23.92 Unrealized -31.8%
CCS CENTURY CMNTYS INC 0.0%
Value ($000) $1 Shares 15 Est. Cost $67.31 Unrealized -28.9%
AM ANTERO MIDSTREAM CORP 0.0%
Value ($000) $1 Shares 73 Est. Cost $7.65 Unrealized +4.8%
QNST QUINSTREET INC 0.0%
Value ($000) $1 Shares 65 Est. Cost $16.58 Unrealized -36.6%
HLF HERBALIFE NUTRITION LTD 0.0%
Value ($000) $1 Shares 30 Est. Cost $41.61 Unrealized -40.6%
BHF BRIGHTHOUSE FINL INC 0.0%
Value ($000) $0 Shares 9 Est. Cost $51.16 Unrealized -5.7%
OPTU ALTICE USA INC 0.0%
Value ($000) $0 Shares 37 Est. Cost $16.95 Unrealized -38.2%
CDNA CAREDX INC 0.0%
Value ($000) $0 Shares 15 Est. Cost $52.20 Unrealized -46.9%
CCL CARNIVAL CORP 0.0%
Value ($000) $0 Shares 35 Est. Cost $21.39 Unrealized -31.4%
KD KYNDRYL HLDGS INC 0.0%
Value ($000) $0 Shares 20 Est. Cost $21.59 Unrealized -46.1%
VERITIV CORP 0.0%
Value ($000) $0 Shares 1 Est. Cost $123.00 Unrealized
F FORD MTR CO DEL 0.0%
Value ($000) $0 Shares 8 Est. Cost $14.00 Unrealized -24.7%
LUMN LUMEN TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $11.76 Unrealized -8.0%
ABRDN AUSTRALIA EQUITY FD IN 0.0%
Value ($000) $0 Shares 4 Est. Cost $6.25 Unrealized