Pinnacle Holdings, LLC Diversified Active

CIK: 0001411784 · Show all filings

Period: Q1 2022 (← Previous) (Next →)

Filing Date: May 13, 2022

Total Value ($000): $254,593,318 (94.7% shares, 5.3% debt)

Holdings (239)

SPDR Dow Jones Industrial Average 4.6%
Value ($000) $11,660,408 Shares 33,620 Est. Cost $191232.05 Unrealized
UnitedHealth Group 2.6%
Value ($000) $6,559,234 Shares 12,862 Est. Cost $152775.84 Unrealized
AMR Alpha Metallurgical Resources 2.5%
Value ($000) $6,481,215 Shares 49,115 Est. Cost $7290.28 Unrealized -98.8%
Contura Energy 2.4%
Value ($000) $6,001,925 Shares 59,425 Est. Cost $25152.86 Unrealized
UNTC Unit Corp 2.3%
Value ($000) $5,834,140 Shares 94,787 Est. Cost $7499.26 Unrealized
QCR Holdings 2.0%
Value ($000) $5,055,369 Shares 89,333 Est. Cost $16036.23 Unrealized
MSFT Microsoft Corporation 1.8%
Value ($000) $4,610,932 Shares 14,956 Est. Cost $72.49 Unrealized +302.0%
AMGN Amgen 1.7%
Value ($000) $4,273,927 Shares 17,674 Est. Cost $202.56 Unrealized +0.4%
The Goldman Sachs Group 1.7%
Value ($000) $4,231,882 Shares 12,820 Est. Cost $196241.53 Unrealized
OKE ONEOK 1.7%
Value ($000) $4,223,674 Shares 59,800 Est. Cost $21.99 Unrealized +136.6%
AAPL Apple 1.6%
Value ($000) $4,170,855 Shares 23,887 Est. Cost $45.69 Unrealized +260.8%
HD The Home Depot 1.6%
Value ($000) $4,022,696 Shares 13,439 Est. Cost $109.72 Unrealized +186.2%
Targa Resources 1.6%
Value ($000) $3,973,419 Shares 52,649 Est. Cost $42942.00 Unrealized
WMB Williams Companies 1.5%
Value ($000) $3,862,995 Shares 115,624 Est. Cost $19.34 Unrealized +32.0%
Cowen Inc 1.4%
Value ($000) $3,654,941 Shares 2,970 Est. Cost $797743.90 Unrealized
CLF Cleveland-Cliffs 1.4%
Value ($000) $3,443,700 Shares 106,914 Est. Cost $9.24 Unrealized +146.7%
Kinetik Holdings 1.3%
Value ($000) $3,404,964 Shares 52,376 Est. Cost $54136.36 Unrealized
MCD McDonald's 1.3%
Value ($000) $3,337,044 Shares 13,495 Est. Cost $103.93 Unrealized +119.2%
Antero Midstream Corp. 1.3%
Value ($000) $3,291,759 Shares 302,830 Est. Cost $3218.97 Unrealized
SB Financial Group 1.3%
Value ($000) $3,280,022 Shares 164,742 Est. Cost $9800.26 Unrealized
CAT Caterpillar 1.1%
Value ($000) $2,881,954 Shares 12,934 Est. Cost $91.70 Unrealized +113.1%
Visa 1.1%
Value ($000) $2,782,770 Shares 12,548 Est. Cost $183407.45 Unrealized
CVX Chevron Corporation 1.1%
Value ($000) $2,753,781 Shares 16,912 Est. Cost $78.02 Unrealized +57.3%
JNJ Johnson & Johnson 1.1%
Value ($000) $2,753,622 Shares 15,537 Est. Cost $86.11 Unrealized +76.3%
MPLX 1.0%
Value ($000) $2,654,503 Shares 80,003 Est. Cost $35383.71 Unrealized
BA The Boeing Company 1.0%
Value ($000) $2,611,869 Shares 13,639 Est. Cost $148.49 Unrealized +35.2%
HESM Hess Midstream Partners 1.0%
Value ($000) $2,563,260 Shares 85,442 Est. Cost $13.81 Unrealized +59.6%
salesforce.com 1.0%
Value ($000) $2,513,656 Shares 11,839 Est. Cost $247261.58 Unrealized
HON Honeywell International Inc. 1.0%
Value ($000) $2,495,878 Shares 12,827 Est. Cost $136.70 Unrealized +24.6%
Navios Maritime Partners 1.0%
Value ($000) $2,458,627 Shares 69,847 Est. Cost $28468.16 Unrealized
Summit Financial Group 0.9%
Value ($000) $2,364,809 Shares 92,411 Est. Cost $11259.59 Unrealized
The Travelers Companies 0.9%
Value ($000) $2,333,828 Shares 12,772 Est. Cost $105520.93 Unrealized
AXP American Express Company 0.9%
Value ($000) $2,332,825 Shares 12,475 Est. Cost $80.29 Unrealized +113.9%
PG Procter & Gamble 0.9%
Value ($000) $2,167,162 Shares 14,183 Est. Cost $68.52 Unrealized +107.4%
MOFG MidWest One Financial Group 0.8%
Value ($000) $2,153,354 Shares 65,056 Est. Cost $23.97 Unrealized +33.4%
EnLink Midstream 0.8%
Value ($000) $2,115,976 Shares 219,272 Est. Cost $14084.21 Unrealized
Greenbriar 0.8%
Value ($000) $2,091,876 Shares 1,870,000 Est. Cost $957.15 Unrealized
EPD Enterprise Products Partners 0.8%
Value ($000) $2,075,408 Shares 80,411 Est. Cost $31111.07 Unrealized
New York Community Bancorp 0.8%
Value ($000) $2,064,000 Shares 40,000 Est. Cost $51600.00 Unrealized
Brighthouse Financial 0.8%
Value ($000) $1,993,508 Shares 38,589 Est. Cost $30517.88 Unrealized
JPMorgan Chase 0.8%
Value ($000) $1,979,912 Shares 14,524 Est. Cost $71969.71 Unrealized
WMT Wal-Mart Stores 0.8%
Value ($000) $1,969,767 Shares 13,227 Est. Cost $24.78 Unrealized +80.0%
Magellan Midstream Partners 0.8%
Value ($000) $1,967,069 Shares 40,087 Est. Cost $54402.94 Unrealized
AMG 0.8%
Value ($000) $1,949,203 Shares 36,006 Est. Cost $51072.08 Unrealized
Horizon Global Corp 0.8%
Value ($000) $1,937,800 Shares 2,000,000 Est. Cost $820.10 Unrealized
3M 0.7%
Value ($000) $1,892,860 Shares 12,714 Est. Cost $144435.34 Unrealized
Atlas Air Worldwide Holdings 0.7%
Value ($000) $1,886,245 Shares 1,665,000 Est. Cost $846.37 Unrealized
Talos Energy 0.7%
Value ($000) $1,885,879 Shares 119,435 Est. Cost $16191.04 Unrealized
Alliance Resource Partners 0.7%
Value ($000) $1,835,275 Shares 118,942 Est. Cost $18773.82 Unrealized
DIS Walt Disney 0.7%
Value ($000) $1,792,082 Shares 13,066 Est. Cost $81.06 Unrealized +74.2%
Heritage Insurance Holdings 0.7%
Value ($000) $1,766,726 Shares 1,770,000 Est. Cost $953.24 Unrealized
IBM International Business Machines 0.7%
Value ($000) $1,765,412 Shares 13,578 Est. Cost $112.11 Unrealized -0.0%
GEL Genesis Energy 0.7%
Value ($000) $1,741,581 Shares 148,726 Est. Cost $20132.82 Unrealized
NKE Nike 0.7%
Value ($000) $1,673,119 Shares 12,434 Est. Cost $51.75 Unrealized +154.9%
UIS Unisys Corp 0.6%
Value ($000) $1,627,492 Shares 75,312 Est. Cost $15.48 Unrealized +30.7%
First Bancshares 0.6%
Value ($000) $1,526,515 Shares 45,351 Est. Cost $14411.45 Unrealized
CZWI Citizens Community Bancorp 0.6%
Value ($000) $1,493,004 Shares 98,809 Est. Cost $11.68 Unrealized +18.2%
BAC Bank of America 0.6%
Value ($000) $1,473,533 Shares 35,748 Est. Cost $11.47 Unrealized +255.9%
EZCorp 0.6%
Value ($000) $1,424,712 Shares 1,596,000 Est. Cost $901.92 Unrealized
NMIH NMI Holdings 0.6%
Value ($000) $1,401,459 Shares 67,966 Est. Cost $9.12 Unrealized +156.0%
TBCH Turtle Beach Corp 0.5%
Value ($000) $1,391,940 Shares 65,380 Est. Cost $15.94 Unrealized +31.4%
First United Corp 0.5%
Value ($000) $1,380,774 Shares 61,286 Est. Cost $15407.12 Unrealized
Vaalco Energy 0.5%
Value ($000) $1,363,333 Shares 208,780 Est. Cost $1770.00 Unrealized
SFM Sprouts Farmers Market 0.5%
Value ($000) $1,348,341 Shares 42,162 Est. Cost $24.35 Unrealized +22.9%
CIVB Civista Bancshares 0.5%
Value ($000) $1,342,611 Shares 55,710 Est. Cost $8.76 Unrealized +141.7%
Kimball Electronics 0.5%
Value ($000) $1,328,935 Shares 66,480 Est. Cost $12331.22 Unrealized
UBOH United Bancshares 0.5%
Value ($000) $1,322,565 Shares 40,224 Est. Cost $15408.06 Unrealized
Western Midstream Partners 0.5%
Value ($000) $1,316,181 Shares 52,188 Est. Cost $27501.09 Unrealized
Energy Transfer 0.5%
Value ($000) $1,314,861 Shares 117,503 Est. Cost $14431.94 Unrealized
PEBO Peoples Bancorp Inc. 0.5%
Value ($000) $1,275,101 Shares 40,725 Est. Cost $30.24 Unrealized +7.3%
Avaya Holdings Corp 0.5%
Value ($000) $1,267,053 Shares 1,300,000 Est. Cost $974.66 Unrealized
Equitrans Midstream Corporation 0.5%
Value ($000) $1,197,356 Shares 141,867 Est. Cost $9584.23 Unrealized
Merck 0.5%
Value ($000) $1,192,351 Shares 14,532 Est. Cost $56722.35 Unrealized
Delek Logistics Partners 0.5%
Value ($000) $1,174,753 Shares 26,705 Est. Cost $29161.53 Unrealized
Expro Group Holdings 0.5%
Value ($000) $1,157,295 Shares 65,090 Est. Cost $17779.92 Unrealized
MDC Holdings 0.5%
Value ($000) $1,156,542 Shares 30,564 Est. Cost $31836.82 Unrealized
Kinder Morgan 0.4%
Value ($000) $1,126,147 Shares 59,553 Est. Cost $15476.91 Unrealized
HMN Financial 0.4%
Value ($000) $1,124,783 Shares 45,345 Est. Cost $7740.79 Unrealized
Peoples Financial Corp 0.4%
Value ($000) $1,119,243 Shares 69,303 Est. Cost $11784.47 Unrealized
Essa Bancorp Inc 0.4%
Value ($000) $1,085,544 Shares 60,476 Est. Cost $14870.46 Unrealized
YELP Yelp 0.4%
Value ($000) $1,054,954 Shares 30,928 Est. Cost $32.18 Unrealized +6.7%
Arcbest Corp 0.4%
Value ($000) $1,054,953 Shares 13,105 Est. Cost $38017.00 Unrealized
PKBK Parke Bancorp 0.4%
Value ($000) $1,042,873 Shares 44,171 Est. Cost $10.28 Unrealized +98.4%
C Citigroup 0.4%
Value ($000) $1,036,975 Shares 19,419 Est. Cost $46.35 Unrealized +15.4%
Argan Inc 0.4%
Value ($000) $1,021,204 Shares 25,159 Est. Cost $42694.57 Unrealized
FCCO First Community Corp 0.4%
Value ($000) $1,020,462 Shares 48,135 Est. Cost $8.74 Unrealized +115.1%
HWBK Hawthorn Bancshares 0.4%
Value ($000) $1,012,514 Shares 40,052 Est. Cost $17.39 Unrealized +37.4%
PEBK Peoples Bancorp of NC 0.4%
Value ($000) $1,001,314 Shares 34,889 Est. Cost $15.96 Unrealized +77.5%
US Xpress Enterprises 0.4%
Value ($000) $997,668 Shares 257,131 Est. Cost $4852.36 Unrealized
New York Community Bancorp 0.4%
Value ($000) $976,914 Shares 91,130 Est. Cost $10720.00 Unrealized
Primis Financial Corp. 0.4%
Value ($000) $923,924 Shares 66,089 Est. Cost $14540.00 Unrealized
DOW Dow Inc 0.4%
Value ($000) $921,459 Shares 14,461 Est. Cost $36.74 Unrealized +31.4%
ONB Old National Bancorp 0.4%
Value ($000) $893,382 Shares 54,541 Est. Cost $13.44 Unrealized +35.5%
Eagle Bancorp Montana 0.3%
Value ($000) $877,078 Shares 39,278 Est. Cost $18500.01 Unrealized
Bed Bath & Beyond 0.3%
Value ($000) $868,036 Shares 38,528 Est. Cost $22606.28 Unrealized
LZB La-Z-Boy 0.3%
Value ($000) $864,145 Shares 32,770 Est. Cost $29.03 Unrealized +10.3%
Mesa Air Group 0.3%
Value ($000) $856,566 Shares 194,674 Est. Cost $4069.45 Unrealized
Cisco Systems 0.3%
Value ($000) $852,347 Shares 15,286 Est. Cost $32752.48 Unrealized
Hope Bancorp 0.3%
Value ($000) $847,657 Shares 52,715 Est. Cost $14440.00 Unrealized
KO The Coca-Cola Company 0.3%
Value ($000) $842,890 Shares 13,595 Est. Cost $32.92 Unrealized +64.2%
Codorus Bancorp 0.3%
Value ($000) $812,994 Shares 36,954 Est. Cost $20271.30 Unrealized
Homestreet Inc 0.3%
Value ($000) $783,428 Shares 16,535 Est. Cost $27967.53 Unrealized
INTC Intel Corporation 0.3%
Value ($000) $772,095 Shares 15,579 Est. Cost $28.59 Unrealized +61.6%
NTGR NETGEAR Inc 0.3%
Value ($000) $761,255 Shares 30,845 Est. Cost $34.63 Unrealized -23.0%
Verizon 0.3%
Value ($000) $756,663 Shares 14,854 Est. Cost $49695.31 Unrealized
UNP Union Pacific Corporation 0.3%
Value ($000) $753,786 Shares 2,759 Est. Cost $167.00 Unrealized +38.1%
ZION Zions Bancorp 0.3%
Value ($000) $751,383 Shares 11,461 Est. Cost $26.92 Unrealized +154.1%
Shell Midstream Partners 0.3%
Value ($000) $747,332 Shares 52,555 Est. Cost $32233.85 Unrealized
BP Midstream Partners 0.3%
Value ($000) $734,159 Shares 43,390 Est. Cost $19802.71 Unrealized
RS Reliance Steel & Aluminum 0.3%
Value ($000) $713,415 Shares 3,891 Est. Cost $104.67 Unrealized +65.3%
PNC PNC Financial Services 0.3%
Value ($000) $701,094 Shares 3,801 Est. Cost $92.33 Unrealized +88.6%
LGI Homes Inc 0.3%
Value ($000) $654,847 Shares 6,704 Est. Cost $69750.70 Unrealized
BRK/B Berkshire Hathaway 0.3%
Value ($000) $647,590 Shares 1,835 Est. Cost $323.46 Unrealized 0.0%
Pacwest Bancorp 0.3%
Value ($000) $638,885 Shares 14,813 Est. Cost $28462.31 Unrealized
Walgreens Boots Alliance 0.2%
Value ($000) $623,243 Shares 13,921 Est. Cost $57043.50 Unrealized
First US Bancshares 0.2%
Value ($000) $609,655 Shares 52,286 Est. Cost $11277.32 Unrealized
NTRS Northern Trust Corp 0.2%
Value ($000) $608,801 Shares 5,228 Est. Cost $69.50 Unrealized +50.4%
ALL Allstate Corporation 0.2%
Value ($000) $607,782 Shares 4,388 Est. Cost $82.93 Unrealized +37.8%
OCFC OceanFirst Financial 0.2%
Value ($000) $596,367 Shares 29,670 Est. Cost $16.33 Unrealized +13.5%
Five9 Inc 0.2%
Value ($000) $541,750 Shares 500,000 Est. Cost $1228.10 Unrealized
TROW T. Rowe Price Group 0.2%
Value ($000) $539,597 Shares 3,569 Est. Cost $148.89 Unrealized -13.3%
GRPN Groupon 0.2%
Value ($000) $523,748 Shares 27,236 Est. Cost $22.86 Unrealized -2.7%
Pershing Square Tontine Holdings 0.2%
Value ($000) $517,140 Shares 26,000 Est. Cost $19907.24 Unrealized
Superior Industries International 0.2%
Value ($000) $507,766 Shares 108,963 Est. Cost $8892.91 Unrealized
Cloudfare 0.2%
Value ($000) $497,500 Shares 500,000 Est. Cost $1063.13 Unrealized
Okta 0.2%
Value ($000) $487,500 Shares 500,000 Est. Cost $975.00 Unrealized
Uniti Group 0.2%
Value ($000) $478,229 Shares 34,755 Est. Cost $14692.06 Unrealized
Bill.com Holdings 0.2%
Value ($000) $476,875 Shares 500,000 Est. Cost $1022.50 Unrealized
CFG Citizens Financial Group 0.2%
Value ($000) $476,645 Shares 10,515 Est. Cost $16.25 Unrealized +166.5%
INGR Ingredion Inc 0.2%
Value ($000) $464,335 Shares 5,328 Est. Cost $80.70 Unrealized +12.1%
Sterling Bancorp Inc 0.2%
Value ($000) $463,921 Shares 65,341 Est. Cost $5160.01 Unrealized
Central Valley Community Bancorp 0.2%
Value ($000) $459,318 Shares 19,671 Est. Cost $11522.93 Unrealized
SPDR S&P 600 Small Cap Value ETF 0.2%
Value ($000) $426,400 Shares 5,117 Est. Cost $60417.14 Unrealized
Blackline Corp 0.2%
Value ($000) $422,500 Shares 500,000 Est. Cost $845.00 Unrealized
Coupa Software 0.2%
Value ($000) $419,500 Shares 500,000 Est. Cost $839.00 Unrealized
AMZN Amazon.com 0.2%
Value ($000) $417,274 Shares 128 Est. Cost $170.67 Unrealized -9.5%
Truist Financial Corp 0.2%
Value ($000) $405,008 Shares 7,143 Est. Cost $56320.00 Unrealized
CMI Cummins Inc 0.2%
Value ($000) $392,581 Shares 1,914 Est. Cost $179.58 Unrealized +9.5%
BOK Financial 0.1%
Value ($000) $378,337 Shares 4,027 Est. Cost $105489.95 Unrealized
FITB Fifth Third Bancorp 0.1%
Value ($000) $367,346 Shares 8,535 Est. Cost $11.71 Unrealized +240.5%
THFF The First Financial Corp 0.1%
Value ($000) $348,673 Shares 8,056 Est. Cost $33.94 Unrealized +16.1%
Freddie Mac 0.1%
Value ($000) $340,412 Shares 148,005 Est. Cost $4127.37 Unrealized
WLKP Westlake Chemical Partners 0.1%
Value ($000) $333,219 Shares 12,305 Est. Cost $23283.36 Unrealized
HWC Hancock Whitney Corporation 0.1%
Value ($000) $327,554 Shares 6,281 Est. Cost $38.02 Unrealized +41.9%
Exxon Mobil Corporation 0.1%
Value ($000) $324,579 Shares 3,930 Est. Cost $76044.70 Unrealized
Sounds Financial Banc 0.1%
Value ($000) $316,611 Shares 8,310 Est. Cost $30690.07 Unrealized
EZCorp 0.1%
Value ($000) $315,863 Shares 325,000 Est. Cost $1080.32 Unrealized
AAL American Airlines Group 0.1%
Value ($000) $301,965 Shares 16,546 Est. Cost $31.60 Unrealized -46.2%
Google 0.1%
Value ($000) $287,678 Shares 103 Est. Cost $2792990.20 Unrealized
BancFirst Corporation 0.1%
Value ($000) $275,009 Shares 3,305 Est. Cost $70560.06 Unrealized
PFE Pfizer 0.1%
Value ($000) $267,496 Shares 5,167 Est. Cost $20.11 Unrealized +111.2%
Lakeland Bancorp 0.1%
Value ($000) $235,370 Shares 14,094 Est. Cost $16700.01 Unrealized
Oracle Corporation 0.1%
Value ($000) $231,396 Shares 2,797 Est. Cost $69451.81 Unrealized
Devon Energy Corporation 0.1%
Value ($000) $228,084 Shares 3,857 Est. Cost $34554.19 Unrealized
FNMA Federal National Mortgage Association 0.1%
Value ($000) $208,973 Shares 266,208 Est. Cost $2.09 Unrealized -60.4%
TIP iShares Barclays TIPS Bond 0.1%
Value ($000) $208,706 Shares 1,675 Est. Cost $112694.06 Unrealized
McDermott International 0.1%
Value ($000) $208,567 Shares 316,010 Est. Cost $697.05 Unrealized
EEM iShares MSCI Emerging Markets Index 0.1%
Value ($000) $208,367 Shares 4,615 Est. Cost $45149.94 Unrealized
Deutsche Bank 0.1%
Value ($000) $207,460 Shares 16,400 Est. Cost $9520.00 Unrealized
IYF iShares DJ US Financial Sector 0.1%
Value ($000) $207,268 Shares 2,452 Est. Cost $66769.98 Unrealized
Banc of California 0.1%
Value ($000) $164,792 Shares 8,512 Est. Cost $13886.13 Unrealized
General Electric 0.1%
Value ($000) $164,025 Shares 1,793 Est. Cost $94450.09 Unrealized
Mastercard 0.1%
Value ($000) $142,952 Shares 400 Est. Cost $347680.00 Unrealized
EXEEL Chesapeake Energy Corporation 0.1%
Value ($000) $137,561 Shares 2,475 Est. Cost $32749.90 Unrealized
SandRidge Energy 0.1%
Value ($000) $128,480 Shares 8,020 Est. Cost $13029.01 Unrealized
FNB F.N.B. Corporation 0.0%
Value ($000) $122,707 Shares 9,856 Est. Cost $8.20 Unrealized +39.8%
Facebook 0.0%
Value ($000) $120,297 Shares 541 Est. Cost $222360.44 Unrealized
Schneider Natl 0.0%
Value ($000) $103,760 Shares 4,069 Est. Cost $26910.03 Unrealized
EXE Chesapeake Energy Corporation 0.0%
Value ($000) $90,567 Shares 1,041 Est. Cost $36.53 Unrealized +64.5%
A T & T 0.0%
Value ($000) $90,479 Shares 3,829 Est. Cost $24599.90 Unrealized
PowerShares QQQ Trust 0.0%
Value ($000) $89,185 Shares 246 Est. Cost $362540.66 Unrealized
NEM Newmont Mining Corp 0.0%
Value ($000) $89,143 Shares 1,122 Est. Cost $51.90 Unrealized +15.7%
MCHP Microchip Technology 0.0%
Value ($000) $85,058 Shares 1,132 Est. Cost $68.96 Unrealized 0.0%
WFC Wells Fargo & Company 0.0%
Value ($000) $83,933 Shares 1,732 Est. Cost $48.49 Unrealized 0.0%
PYYX Pyxus Intternational 0.0%
Value ($000) $80,553 Shares 55,554 Est. Cost $4.53 Unrealized -67.5%
Proshs Ushort Nat Gas 0.0%
Value ($000) $77,746 Shares 4,817 Est. Cost $16139.92 Unrealized
Arcos Dorados Holdings Inc 0.0%
Value ($000) $76,072 Shares 9,357 Est. Cost $5078.15 Unrealized
LBRDK Liberty Broadband 0.0%
Value ($000) $73,614 Shares 544 Est. Cost $156.80 Unrealized -13.1%
American Airlines 0.0%
Value ($000) $68,712 Shares 50,000 Est. Cost $1066.38 Unrealized
Sea Ltd 0.0%
Value ($000) $68,280 Shares 570 Est. Cost $119789.48 Unrealized
Navios Maritime Holdings 0.0%
Value ($000) $66,897 Shares 18,429 Est. Cost $2871.89 Unrealized
Iridium Communications 0.0%
Value ($000) $63,625 Shares 1,578 Est. Cost $9877.08 Unrealized
PAA Plains All American Pipeline 0.0%
Value ($000) $62,731 Shares 5,830 Est. Cost $44345.41 Unrealized
SONY Sony Group Corp 0.0%
Value ($000) $60,804 Shares 592 Est. Cost $102709.46 Unrealized
BBT Berkshire Hills Bancorp 0.0%
Value ($000) $60,171 Shares 2,077 Est. Cost $18.52 Unrealized +43.9%
AZN Astrazeneca PLC 0.0%
Value ($000) $59,706 Shares 900 Est. Cost $42782.22 Unrealized
CareDx Inc 0.0%
Value ($000) $59,036 Shares 1,596 Est. Cost $63370.30 Unrealized
Pinterest 0.0%
Value ($000) $58,744 Shares 2,387 Est. Cost $50950.15 Unrealized
SON Sonoco 0.0%
Value ($000) $57,993 Shares 927 Est. Cost $49.85 Unrealized 0.0%
Voyager Digital Ltd 0.0%
Value ($000) $57,976 Shares 10,857 Est. Cost $10000.00 Unrealized
CASY Casey's General Stores 0.0%
Value ($000) $57,866 Shares 292 Est. Cost $190.94 Unrealized -3.7%
F Ford Motor 0.0%
Value ($000) $56,198 Shares 3,323 Est. Cost $14.00 Unrealized +3.9%
Altice USA 0.0%
Value ($000) $49,134 Shares 3,937 Est. Cost $18685.35 Unrealized
CRISPR Therapeutics 0.0%
Value ($000) $48,270 Shares 769 Est. Cost $62769.83 Unrealized
Twitter 0.0%
Value ($000) $42,095 Shares 1,088 Est. Cost $38690.26 Unrealized
Bank of America 0.0%
Value ($000) $38,063 Shares 29 Est. Cost $1109103.50 Unrealized
GDRX GoodRX Holdings 0.0%
Value ($000) $37,945 Shares 1,963 Est. Cost $36.28 Unrealized -36.8%
Teekay 0.0%
Value ($000) $37,105 Shares 11,705 Est. Cost $29830.54 Unrealized
Bunge Ltd 0.0%
Value ($000) $35,570 Shares 321 Est. Cost $110809.97 Unrealized
Ambarella 0.0%
Value ($000) $35,253 Shares 336 Est. Cost $155739.70 Unrealized
Madison Square Garden Entertainment 0.0%
Value ($000) $33,241 Shares 399 Est. Cost $72670.19 Unrealized
Diageo PLC 0.0%
Value ($000) $32,909 Shares 162 Est. Cost $203141.97 Unrealized
Financial Sector SPDR 0.0%
Value ($000) $31,499 Shares 822 Est. Cost $36690.00 Unrealized
Madison Square Garden Sports 0.0%
Value ($000) $30,850 Shares 172 Est. Cost $178905.94 Unrealized
RBLX Roblox Corp 0.0%
Value ($000) $30,796 Shares 666 Est. Cost $82.10 Unrealized -26.5%
Barrick Gold Corp 0.0%
Value ($000) $30,393 Shares 1,239 Est. Cost $20745.35 Unrealized
QCOM Qualcomm 0.0%
Value ($000) $29,341 Shares 192 Est. Cost $128.84 Unrealized +19.2%
American Tower Corp 0.0%
Value ($000) $29,142 Shares 116 Est. Cost $251224.14 Unrealized
Microsectors FANG 0.0%
Value ($000) $28,766 Shares 717 Est. Cost $40119.94 Unrealized
TSBK Timberland Bancorp 0.0%
Value ($000) $27,010 Shares 1,000 Est. Cost $7.96 Unrealized +207.7%
XYZ Square 0.0%
Value ($000) $24,408 Shares 180 Est. Cost $121.07 Unrealized 0.0%
Hawaiian Holdings 0.0%
Value ($000) $24,251 Shares 1,231 Est. Cost $6275.29 Unrealized
ProShares UltraPro QQQ 0.0%
Value ($000) $23,039 Shares 396 Est. Cost $58179.29 Unrealized
Plains GP Holdings 0.0%
Value ($000) $21,368 Shares 1,850 Est. Cost $31706.85 Unrealized
SuRo Capital 0.0%
Value ($000) $21,040 Shares 2,438 Est. Cost $11054.37 Unrealized
Fannie Mae 0.0%
Value ($000) $19,320 Shares 6,000 Est. Cost $8438.33 Unrealized
Arrival Corp 0.0%
Value ($000) $19,172 Shares 5,140 Est. Cost $15820.01 Unrealized
Umpqua Holdings Corporation 0.0%
Value ($000) $18,860 Shares 1,000 Est. Cost $10620.00 Unrealized
GAN Limited 0.0%
Value ($000) $18,451 Shares 3,828 Est. Cost $14870.06 Unrealized
OXY/WS Occidental Petroleum 0.0%
Value ($000) $17,615 Shares 500 Est. Cost $11850.00 Unrealized
Teekay Tankers 0.0%
Value ($000) $17,452 Shares 1,261 Est. Cost $13839.81 Unrealized
SPDR S&P Biotech 0.0%
Value ($000) $16,897 Shares 188 Est. Cost $89877.66 Unrealized
Target 0.0%
Value ($000) $16,341 Shares 77 Est. Cost $231440.45 Unrealized
Aptiv PLC 0.0%
Value ($000) $14,485 Shares 121 Est. Cost $119710.74 Unrealized
LVS Las Vegas Sands Corp 0.0%
Value ($000) $14,110 Shares 363 Est. Cost $39.60 Unrealized 0.0%
CVS CVS Caremark Corporation 0.0%
Value ($000) $13,461 Shares 133 Est. Cost $92.00 Unrealized 0.0%
The Bank of New York 0.0%
Value ($000) $12,457 Shares 251 Est. Cost $49629.48 Unrealized
Macy's 0.0%
Value ($000) $9,744 Shares 400 Est. Cost $24360.00 Unrealized
Shopify 0.0%
Value ($000) $9,463 Shares 14 Est. Cost $675928.56 Unrealized
Pershing Square 0.0%
Value ($000) $9,391 Shares 9,990 Est. Cost $6299.99 Unrealized
United Community Banks 0.0%
Value ($000) $7,656 Shares 220 Est. Cost $34800.00 Unrealized
Southwestern Energy Company 0.0%
Value ($000) $7,170 Shares 1,000 Est. Cost $7170.00 Unrealized
Umicore SA 0.0%
Value ($000) $6,971 Shares 160 Est. Cost $43568.75 Unrealized
ProShares S&P 500 Dividend Aristocrat 0.0%
Value ($000) $6,644 Shares 70 Est. Cost $94914.29 Unrealized
UNTCW Unit Corp 0.0%
Value ($000) $6,521 Shares 6,521 Est. Cost $9.96 Unrealized
EZPW EZCORP 0.0%
Value ($000) $6,040 Shares 1,000 Est. Cost $5.93 Unrealized +5.1%
Orion Office REIT 0.0%
Value ($000) $840 Shares 60 Est. Cost $14000.00 Unrealized
MCDBF McDermott 0.0%
Value ($000) $724 Shares 72,441 Est. Cost $9.99 Unrealized
MCDTF McDermott 0.0%
Value ($000) $652 Shares 65,197 Est. Cost $10.00 Unrealized