Plante Moran Financial Advisors, LLC Diversified Active

CIK: 0001424717 · Show all filings

Period: Q2 2019 (← Previous) (Next →)

Filing Date: Aug 13, 2019

Total Value ($000): $325,993 (100.0% shares, 0.0% debt)

Holdings (794)

PEP PepsiCo Inc 16.8%
Value ($000) $54,682 Shares 417,004 Est. Cost $87.21 Unrealized +20.1%
YUM Yum Brands Inc 7.9%
Value ($000) $25,710 Shares 232,311 Est. Cost $72.57 Unrealized +26.6%
SYK Stryker Corporation 7.9%
Value ($000) $25,592 Shares 124,485 Est. Cost $138.33 Unrealized +28.5%
DTE DTE Energy Holding Co 6.3%
Value ($000) $20,664 Shares 161,586 Est. Cost $51.53 Unrealized +66.4%
SPY SPDR S&P 500 ETF 4.9%
Value ($000) $16,132 Shares 55,057 Est. Cost $211.73 Unrealized
IVV iShares Core S&P 500 3.8%
Value ($000) $12,269 Shares 41,624 Est. Cost $230.54 Unrealized
YUMC Yum China Holdings Inc 3.2%
Value ($000) $10,507 Shares 227,424 Est. Cost $35.67 Unrealized +21.7%
VOO Vanguard S&P 500 ETF 2.7%
Value ($000) $8,863 Shares 32,928 Est. Cost $213.51 Unrealized
AAPL Apple Inc 2.1%
Value ($000) $6,703 Shares 33,868 Est. Cost $26.70 Unrealized +74.6%
MSFT Microsoft Corp 1.4%
Value ($000) $4,405 Shares 32,885 Est. Cost $52.43 Unrealized +128.0%
IWB iShares Russell 1000 1.3%
Value ($000) $4,257 Shares 26,150 Est. Cost $141.86 Unrealized
BRK/B Berkshire Hathaway Inc Class B 1.2%
Value ($000) $3,890 Shares 18,248 Est. Cost $155.86 Unrealized +32.8%
XOM Exxon Mobil Corporation 1.0%
Value ($000) $3,170 Shares 41,374 Est. Cost $56.53 Unrealized +0.6%
IJH iShares Core S&P Mid-Cap 0.9%
Value ($000) $3,059 Shares 15,748 Est. Cost $139.37 Unrealized
MDY SPDR S&P Midcap 400 ETF 0.9%
Value ($000) $3,056 Shares 8,617 Est. Cost $278.02 Unrealized
IWM iShares Russell 2000 0.9%
Value ($000) $2,905 Shares 18,681 Est. Cost $138.00 Unrealized
PG Procter & Gamble Co 0.8%
Value ($000) $2,682 Shares 24,462 Est. Cost $69.04 Unrealized +31.1%
JBLU JetBlue Airways Corp 0.8%
Value ($000) $2,640 Shares 142,785 Est. Cost $19.81 Unrealized -9.7%
VUG Vanguard Growth ETF 0.8%
Value ($000) $2,538 Shares 15,534 Est. Cost $119.72 Unrealized
Array BioPharma Inc 0.7%
Value ($000) $2,325 Shares 50,177 Est. Cost $14.25 Unrealized
Torchmark Corp 0.6%
Value ($000) $2,075 Shares 23,200 Est. Cost $81.94 Unrealized
IWF iShares Russell 1000 Growth 0.6%
Value ($000) $2,017 Shares 12,817 Est. Cost $93.04 Unrealized
JNJ Johnson & Johnson 0.6%
Value ($000) $1,892 Shares 13,586 Est. Cost $72.43 Unrealized +58.5%
BNS Bank of Nova Scotia 0.6%
Value ($000) $1,870 Shares 34,400 Est. Cost $37.41 Unrealized 0.0%
AMZN Amazon.com Inc 0.5%
Value ($000) $1,712 Shares 904 Est. Cost $68.20 Unrealized +36.6%
VTI Vanguard Total Stock Market ET 0.5%
Value ($000) $1,687 Shares 11,242 Est. Cost $143.33 Unrealized
MAN ManpowerGroup 0.5%
Value ($000) $1,628 Shares 16,854 Est. Cost $86.74 Unrealized +5.0%
V Visa Inc Class A 0.5%
Value ($000) $1,619 Shares 9,330 Est. Cost $80.34 Unrealized +94.6%
JPMorgan Alerian MLP ETN 0.5%
Value ($000) $1,603 Shares 63,855 Est. Cost $23.42 Unrealized
PFE Pfizer Inc 0.5%
Value ($000) $1,521 Shares 35,119 Est. Cost $21.43 Unrealized +36.4%
VBK Vanguard Small-Cap Growth ETF 0.4%
Value ($000) $1,459 Shares 7,836 Est. Cost $143.27 Unrealized
SDY SPDR S&P Dividend ETF 0.4%
Value ($000) $1,451 Shares 14,384 Est. Cost $80.89 Unrealized
IWR iShares Russell Mid-Cap 0.4%
Value ($000) $1,405 Shares 25,140 Est. Cost $70.07 Unrealized
XLP Consumer Staples Select Sector 0.4%
Value ($000) $1,391 Shares 23,946 Est. Cost $51.46 Unrealized
DIA SPDR Dow Jones Industrial Aver 0.4%
Value ($000) $1,341 Shares 5,043 Est. Cost $177.10 Unrealized
BF/B Brown-Forman Corp Class B 0.4%
Value ($000) $1,287 Shares 23,224 Est. Cost $33.57 Unrealized +41.8%
JPM JPMorgan Chase & Co 0.4%
Value ($000) $1,224 Shares 10,946 Est. Cost $60.79 Unrealized +51.4%
VIG Vanguard Dividend Appreciation 0.4%
Value ($000) $1,197 Shares 10,394 Est. Cost $85.77 Unrealized
GOOG Alphabet Inc Class C Capital S 0.4%
Value ($000) $1,186 Shares 1,097 Est. Cost $39.59 Unrealized +44.6%
ABT Abbott Laboratories 0.4%
Value ($000) $1,148 Shares 13,649 Est. Cost $35.68 Unrealized +96.8%
GLD SPDR Gold Shares 0.4%
Value ($000) $1,142 Shares 8,576 Est. Cost $124.85 Unrealized
HD Home Depot Inc 0.3%
Value ($000) $1,132 Shares 5,445 Est. Cost $98.23 Unrealized +72.6%
GOOGL Alphabet Inc Com Cl A 0.3%
Value ($000) $1,129 Shares 1,043 Est. Cost $48.71 Unrealized +18.0%
ADP Automatic Data Processing 0.3%
Value ($000) $1,098 Shares 6,638 Est. Cost $64.67 Unrealized +118.0%
DIS Walt Disney Co 0.3%
Value ($000) $1,017 Shares 7,281 Est. Cost $92.38 Unrealized +38.6%
PRF Invesco FTSE RAFI US 1000 ETF 0.3%
Value ($000) $1,013 Shares 8,684 Est. Cost $112.57 Unrealized
Tortoise Energy Infrastructure 0.3%
Value ($000) $991 Shares 43,945 Est. Cost $22.94 Unrealized
CVX Chevron Corp 0.3%
Value ($000) $986 Shares 7,921 Est. Cost $74.99 Unrealized +20.3%
EFA iShares MSCI EAFE 0.3%
Value ($000) $967 Shares 14,710 Est. Cost $62.03 Unrealized
CSCO Cisco Systems Inc 0.3%
Value ($000) $954 Shares 17,434 Est. Cost $21.34 Unrealized +111.7%
DVY iShares Select Dividend 0.3%
Value ($000) $943 Shares 9,471 Est. Cost $71.72 Unrealized
IJR iShares Core S&P Small-Cap 0.3%
Value ($000) $910 Shares 11,622 Est. Cost $80.62 Unrealized
INTC Intel Corp 0.3%
Value ($000) $887 Shares 18,528 Est. Cost $20.04 Unrealized +115.1%
ABBV AbbVie Inc 0.3%
Value ($000) $882 Shares 12,124 Est. Cost $38.60 Unrealized +53.8%
XPO XPO Logistics Inc 0.3%
Value ($000) $850 Shares 14,708 Est. Cost $11.92 Unrealized +70.8%
TD Toronto-Dominion Bank 0.2%
Value ($000) $777 Shares 13,316 Est. Cost $44.96 Unrealized +25.1%
FITB Fifth Third Bancorp 0.2%
Value ($000) $765 Shares 27,422 Est. Cost $13.93 Unrealized +51.1%
OEF iShares S&P 100 0.2%
Value ($000) $758 Shares 5,848 Est. Cost $83.89 Unrealized
MA MasterCard Inc Class A 0.2%
Value ($000) $752 Shares 2,843 Est. Cost $125.31 Unrealized +92.6%
BF/A Brown-Forman Corp Class A 0.2%
Value ($000) $737 Shares 13,404 Est. Cost $21.59 Unrealized +115.8%
IBM International Business Machine 0.2%
Value ($000) $727 Shares 5,274 Est. Cost $110.89 Unrealized -11.1%
HON Honeywell International Inc 0.2%
Value ($000) $715 Shares 4,096 Est. Cost $78.12 Unrealized +77.5%
VGT Vanguard Information Technolog 0.2%
Value ($000) $683 Shares 3,239 Est. Cost $172.31 Unrealized
WMT Wal-Mart Stores Inc 0.2%
Value ($000) $676 Shares 6,119 Est. Cost $23.09 Unrealized +35.6%
CMCSA Comcast Corp Class A 0.2%
Value ($000) $653 Shares 15,450 Est. Cost $26.23 Unrealized +35.5%
T AT&T Inc 0.2%
Value ($000) $647 Shares 19,313 Est. Cost $13.03 Unrealized +15.7%
Aon PLC 0.2%
Value ($000) $647 Shares 3,354 Est. Cost $110.61 Unrealized
XEL Xcel Energy Inc 0.2%
Value ($000) $619 Shares 10,410 Est. Cost $34.78 Unrealized +34.9%
NEOG Neogen Corp 0.2%
Value ($000) $611 Shares 9,831 Est. Cost $18.75 Unrealized +57.1%
IWD iShares Russell 1000 Value 0.2%
Value ($000) $609 Shares 4,786 Est. Cost $114.97 Unrealized
EFA iShares MSCI EAFE 0.2%
Value ($000) $592 Shares 9,000 Est. Cost $62.03 Unrealized
SPDR S&P 500 Growth 0.2%
Value ($000) $579 Shares 14,955 Est. Cost $52.95 Unrealized
MRK Merck & Co Inc 0.2%
Value ($000) $575 Shares 6,856 Est. Cost $42.60 Unrealized +45.9%
MDLZ Mondelez International Inc Cla 0.2%
Value ($000) $574 Shares 10,647 Est. Cost $33.02 Unrealized +33.6%
MCD McDonald's Corp 0.2%
Value ($000) $563 Shares 2,713 Est. Cost $128.46 Unrealized +32.1%
AMGN Amgen Inc 0.2%
Value ($000) $562 Shares 3,048 Est. Cost $149.33 Unrealized -2.1%
VZ Verizon Communications Inc 0.2%
Value ($000) $545 Shares 9,542 Est. Cost $32.27 Unrealized +24.0%
MMM 3M Co 0.2%
Value ($000) $545 Shares 3,144 Est. Cost $81.17 Unrealized +48.6%
KO Coca-Cola Co 0.2%
Value ($000) $545 Shares 10,707 Est. Cost $30.32 Unrealized +31.7%
NEE Nextera Energy Inc 0.2%
Value ($000) $543 Shares 2,650 Est. Cost $27.35 Unrealized +52.8%
IWN iShares Russell 2000 Value 0.2%
Value ($000) $533 Shares 4,420 Est. Cost $106.11 Unrealized
NFLX Netflix Inc 0.2%
Value ($000) $527 Shares 1,435 Est. Cost $14.66 Unrealized +146.0%
DUK Duke Energy Corporation 0.2%
Value ($000) $525 Shares 5,954 Est. Cost $56.42 Unrealized +20.1%
META Facebook Inc Class A 0.2%
Value ($000) $524 Shares 2,713 Est. Cost $138.77 Unrealized +30.8%
TXN Texas Instruments Inc 0.2%
Value ($000) $513 Shares 4,468 Est. Cost $45.41 Unrealized +104.3%
UNH Unitedhealth Group Inc 0.2%
Value ($000) $495 Shares 2,027 Est. Cost $181.13 Unrealized +19.0%
ORCL Oracle Corporation 0.1%
Value ($000) $487 Shares 8,556 Est. Cost $38.11 Unrealized +29.0%
VTV Vanguard Value ETF 0.1%
Value ($000) $484 Shares 4,361 Est. Cost $91.55 Unrealized
MLKN Herman Miller Inc 0.1%
Value ($000) $469 Shares 10,482 Est. Cost $23.86 Unrealized +33.0%
COST Costco Wholesale Corp 0.1%
Value ($000) $455 Shares 1,723 Est. Cost $139.74 Unrealized +62.2%
VEA Vanguard FTSE Developed Market 0.1%
Value ($000) $454 Shares 10,886 Est. Cost $41.95 Unrealized
XLE Energy Select Sector SPDR ETF 0.1%
Value ($000) $451 Shares 7,075 Est. Cost $62.57 Unrealized
FEX First Trust Large Cap Core Alp 0.1%
Value ($000) $438 Shares 7,146 Est. Cost $53.37 Unrealized
ADBE Adobe Systems Inc 0.1%
Value ($000) $429 Shares 1,457 Est. Cost $175.24 Unrealized +58.5%
BR Broadridge Financial Solutions 0.1%
Value ($000) $424 Shares 3,320 Est. Cost $22.62 Unrealized +375.3%
R1 RCM Inc 0.1%
Value ($000) $414 Shares 32,940 Est. Cost $7.95 Unrealized
ALSN Allison Transmission Holdings 0.1%
Value ($000) $413 Shares 8,906 Est. Cost $38.51 Unrealized +5.6%
MLM Martin Marietta Materials Inc 0.1%
Value ($000) $408 Shares 1,773 Est. Cost $109.87 Unrealized +88.1%
VBR Vanguard Small-Cap Value ETF 0.1%
Value ($000) $407 Shares 3,120 Est. Cost $119.47 Unrealized
IYF iShares US Financials 0.1%
Value ($000) $404 Shares 3,216 Est. Cost $115.38 Unrealized
IWO iShares Russell 2000 Growth 0.1%
Value ($000) $404 Shares 2,012 Est. Cost $149.02 Unrealized
ACN Accenture PLC Class A 0.1%
Value ($000) $403 Shares 2,183 Est. Cost $141.57 Unrealized +15.6%
Kellogg Co 0.1%
Value ($000) $402 Shares 7,502 Est. Cost $43.02 Unrealized -3.1%
SBUX Starbucks Corp 0.1%
Value ($000) $382 Shares 4,560 Est. Cost $47.39 Unrealized +43.3%
DBEF Deutsche X-trackers MSCI EAFE 0.1%
Value ($000) $376 Shares 11,905 Est. Cost $31.58 Unrealized
BAC Bank of America Corporation 0.1%
Value ($000) $369 Shares 12,719 Est. Cost $19.38 Unrealized +26.4%
ETR Entergy Corp 0.1%
Value ($000) $365 Shares 3,542 Est. Cost $20.16 Unrealized +90.3%
CLX Clorox Co 0.1%
Value ($000) $358 Shares 2,335 Est. Cost $81.75 Unrealized +53.7%
First Trust Managed Municipal 0.1%
Value ($000) $346 Shares 6,320 Est. Cost $52.40 Unrealized
PM Philip Morris International In 0.1%
Value ($000) $341 Shares 4,338 Est. Cost $53.65 Unrealized +8.6%
PFF iShares US Preferred Stock 0.1%
Value ($000) $341 Shares 9,260 Est. Cost $39.04 Unrealized
CTAS Cintas Corp 0.1%
Value ($000) $323 Shares 1,363 Est. Cost $20.52 Unrealized +152.3%
BRK/A Berkshire Hathaway Inc Class A 0.1%
Value ($000) $318 Shares 1 Est. Cost $165023.42 Unrealized +88.4%
KMB Kimberly-Clark Corp 0.1%
Value ($000) $317 Shares 2,376 Est. Cost $79.24 Unrealized +29.0%
VYM Vanguard High Dividend Yield E 0.1%
Value ($000) $307 Shares 3,510 Est. Cost $76.71 Unrealized
WFC Wells Fargo & Co 0.1%
Value ($000) $303 Shares 6,403 Est. Cost $35.85 Unrealized +9.0%
ATHM Autohome Inc ADR 0.1%
Value ($000) $300 Shares 3,500 Est. Cost $85.71 Unrealized
GD General Dynamics Corp 0.1%
Value ($000) $283 Shares 1,554 Est. Cost $117.71 Unrealized +25.5%
SHW Sherwin-Williams Co 0.1%
Value ($000) $277 Shares 604 Est. Cost $91.68 Unrealized +53.7%
EMR Emerson Electric Co 0.1%
Value ($000) $272 Shares 4,074 Est. Cost $46.40 Unrealized +23.8%
DHR Danaher Corp 0.1%
Value ($000) $266 Shares 1,863 Est. Cost $43.21 Unrealized +166.0%
CVS CVS Health Corp 0.1%
Value ($000) $265 Shares 4,871 Est. Cost $56.80 Unrealized -23.3%
UAA Under Armour Inc Class A 0.1%
Value ($000) $262 Shares 10,337 Est. Cost $19.10 Unrealized +22.7%
United Technologies Corp 0.1%
Value ($000) $256 Shares 1,966 Est. Cost $111.84 Unrealized
CMS CMS Energy Corp 0.1%
Value ($000) $254 Shares 4,381 Est. Cost $21.45 Unrealized +115.3%
IWP iShares Russell Mid-Cap Growth 0.1%
Value ($000) $243 Shares 1,705 Est. Cost $88.13 Unrealized
UNP Union Pacific Corp 0.1%
Value ($000) $241 Shares 1,427 Est. Cost $99.47 Unrealized +48.6%
XLF Financial Select Sector SPDR E 0.1%
Value ($000) $231 Shares 8,375 Est. Cost $24.42 Unrealized
AMAT Applied Materials Inc 0.1%
Value ($000) $229 Shares 5,093 Est. Cost $32.17 Unrealized +22.3%
FXE Invesco CurrencyShares Euro Tr 0.1%
Value ($000) $227 Shares 2,100 Est. Cost $109.52 Unrealized
Marathon Oil Corp 0.1%
Value ($000) $224 Shares 15,775 Est. Cost $17.29 Unrealized
LLY Eli Lilly and Co 0.1%
Value ($000) $223 Shares 2,012 Est. Cost $53.25 Unrealized +102.8%
SYY Sysco Corp 0.1%
Value ($000) $222 Shares 3,139 Est. Cost $44.78 Unrealized +33.0%
XLV Health Care Select Sector SPDR 0.1%
Value ($000) $222 Shares 2,395 Est. Cost $89.16 Unrealized
Walgreens Boots Alliance Inc 0.1%
Value ($000) $222 Shares 4,052 Est. Cost $75.72 Unrealized
IGM iShares North American Tech 0.1%
Value ($000) $216 Shares 1,000 Est. Cost $103.00 Unrealized
IJT iShares S&P Small-Cap 600 Grow 0.1%
Value ($000) $215 Shares 1,179 Est. Cost $167.54 Unrealized
BABA Alibaba Group Holding Ltd ADR 0.1%
Value ($000) $213 Shares 1,256 Est. Cost $157.35 Unrealized
COP ConocoPhillips 0.1%
Value ($000) $213 Shares 3,485 Est. Cost $42.41 Unrealized +16.1%
VTEB Vanguard Tax-Exempt Bond ETF 0.1%
Value ($000) $212 Shares 3,994 Est. Cost $51.16 Unrealized
XLU Utilities Select Sector SPDR E 0.1%
Value ($000) $212 Shares 3,563 Est. Cost $53.19 Unrealized
CMA Comerica Inc 0.1%
Value ($000) $211 Shares 2,906 Est. Cost $48.84 Unrealized +10.0%
USB U.S. Bancorp 0.1%
Value ($000) $209 Shares 3,993 Est. Cost $27.90 Unrealized +39.5%
JBGS Jbg Smith Properties 0.1%
Value ($000) $209 Shares 5,320 Est. Cost $36.84 Unrealized
IEMG iShares Core MSCI Emerging Mar 0.1%
Value ($000) $208 Shares 4,045 Est. Cost $52.69 Unrealized
CL Colgate-Palmolive Co 0.1%
Value ($000) $207 Shares 2,887 Est. Cost $51.93 Unrealized +17.1%
SPY SPDR S&P 500 ETF 0.1%
Value ($000) $205 Shares 700 Est. Cost $211.73 Unrealized
DOV Dover Corp 0.1%
Value ($000) $205 Shares 2,044 Est. Cost $42.49 Unrealized +105.2%
CAT Caterpillar Inc 0.1%
Value ($000) $201 Shares 1,474 Est. Cost $102.74 Unrealized +11.6%
PLD Prologis Inc 0.1%
Value ($000) $195 Shares 2,435 Est. Cost $56.37 Unrealized +12.4%
Arista Networks Inc 0.1%
Value ($000) $194 Shares 746 Est. Cost $64.94 Unrealized
MBWM Mercantile Bank Corp 0.1%
Value ($000) $193 Shares 5,928 Est. Cost $13.83 Unrealized +84.4%
XLK Technology Select Sector SPDR 0.1%
Value ($000) $193 Shares 2,479 Est. Cost $51.35 Unrealized
PAYX Paychex Inc 0.1%
Value ($000) $191 Shares 2,316 Est. Cost $41.53 Unrealized +67.5%
IJS iShares S&P Small-Cap 600 Valu 0.1%
Value ($000) $191 Shares 1,288 Est. Cost $165.08 Unrealized
Crane Co 0.1%
Value ($000) $190 Shares 2,275 Est. Cost $83.04 Unrealized
TJX TJX Companies 0.1%
Value ($000) $188 Shares 3,550 Est. Cost $44.86 Unrealized +8.5%
CACC Credit Acceptance Corp 0.1%
Value ($000) $187 Shares 387 Est. Cost $402.77 Unrealized +18.0%
BA Boeing Co 0.1%
Value ($000) $185 Shares 508 Est. Cost $357.24 Unrealized 0.0%
AXP American Express Co 0.1%
Value ($000) $183 Shares 1,486 Est. Cost $83.11 Unrealized +29.3%
Jacobs Engineering Group Inc 0.1%
Value ($000) $182 Shares 2,159 Est. Cost $58.66 Unrealized
CB Chubb Ltd 0.1%
Value ($000) $180 Shares 1,225 Est. Cost $112.49 Unrealized +15.0%
Macatawa Bank Corp 0.1%
Value ($000) $180 Shares 17,545 Est. Cost $5.33 Unrealized
DD DuPont de Nemours Inc 0.1%
Value ($000) $180 Shares 2,396 Est. Cost $27.24 Unrealized 0.0%
ED Consolidated Edison Inc 0.1%
Value ($000) $178 Shares 2,034 Est. Cost $57.87 Unrealized +17.2%
General Electric Co 0.1%
Value ($000) $178 Shares 16,996 Est. Cost $24.76 Unrealized
IMCV iShares Morningstar Mid-Cap Va 0.1%
Value ($000) $173 Shares 1,100 Est. Cost $97.27 Unrealized
LMT Lockheed Martin Corp 0.1%
Value ($000) $173 Shares 477 Est. Cost $214.37 Unrealized +30.5%
SNAP Snap Inc A 0.1%
Value ($000) $170 Shares 11,867 Est. Cost $13.05 Unrealized -6.3%
MDT Medtronic Inc 0.1%
Value ($000) $168 Shares 1,722 Est. Cost $69.18 Unrealized +10.1%
EV Tax-Managed Buy-Write Opps 0.1%
Value ($000) $167 Shares 11,100 Est. Cost $15.05 Unrealized
COF Capital One Financial Corp 0.1%
Value ($000) $166 Shares 1,824 Est. Cost $76.03 Unrealized +5.0%
ORLY O'Reilly Automotive Inc 0.1%
Value ($000) $166 Shares 450 Est. Cost $14.25 Unrealized +77.7%
Waddell & Reed Financial, Inc. 0.1%
Value ($000) $166 Shares 9,950 Est. Cost $17.29 Unrealized
CWST Casella Waste Systems Inc 0.1%
Value ($000) $164 Shares 4,150 Est. Cost $28.45 Unrealized +31.9%
WM Waste Management Inc 0.1%
Value ($000) $164 Shares 1,421 Est. Cost $56.97 Unrealized +70.7%
ANDE Andersons Inc 0.1%
Value ($000) $163 Shares 6,000 Est. Cost $44.83 Unrealized -42.9%
EL Estee Lauder Cos Inc Class A 0.0%
Value ($000) $161 Shares 878 Est. Cost $91.04 Unrealized +72.4%
XLY Consumer Discret Sel Sect SPDR 0.0%
Value ($000) $160 Shares 1,340 Est. Cost $102.82 Unrealized
AGG iShares Core US Aggregate Bond 0.0%
Value ($000) $159 Shares 1,430 Est. Cost $110.30 Unrealized
MO Altria Group Inc 0.0%
Value ($000) $159 Shares 3,359 Est. Cost $23.23 Unrealized +33.1%
CMG Chipotle Mexican Grill Inc Cla 0.0%
Value ($000) $158 Shares 215 Est. Cost $8.39 Unrealized +68.1%
DEO Diageo PLC ADR 0.0%
Value ($000) $158 Shares 919 Est. Cost $140.77 Unrealized
Cerner Corp 0.0%
Value ($000) $157 Shares 2,145 Est. Cost $69.77 Unrealized
First Trust Low Duration Oppor 0.0%
Value ($000) $150 Shares 2,897 Est. Cost $51.73 Unrealized
SCHW Charles Schwab Corp 0.0%
Value ($000) $147 Shares 3,654 Est. Cost $40.77 Unrealized -2.7%
IYH iShares US Healthcare 0.0%
Value ($000) $146 Shares 747 Est. Cost $149.21 Unrealized
CSM ProShares Large Cap Core Plus 0.0%
Value ($000) $142 Shares 2,020 Est. Cost $49.50 Unrealized
LOW Lowe's Companies Inc 0.0%
Value ($000) $141 Shares 1,397 Est. Cost $68.20 Unrealized +37.0%
Fiat Chrysler Automobiles NV 0.0%
Value ($000) $140 Shares 10,130 Est. Cost $13.84 Unrealized
Raytheon Co 0.0%
Value ($000) $138 Shares 795 Est. Cost $187.05 Unrealized
GNTX Gentex Corp 0.0%
Value ($000) $135 Shares 5,500 Est. Cost $17.94 Unrealized +26.3%
ES Eversource Energy Inc 0.0%
Value ($000) $133 Shares 1,758 Est. Cost $37.05 Unrealized +56.1%
EW Edwards Lifesciences Corp 0.0%
Value ($000) $132 Shares 716 Est. Cost $36.49 Unrealized +65.7%
CRM Salesforce.com Inc 0.0%
Value ($000) $131 Shares 861 Est. Cost $99.62 Unrealized +55.4%
PSX Phillips 66 0.0%
Value ($000) $130 Shares 1,387 Est. Cost $63.79 Unrealized +7.4%
FTSL First Trust Senior Loan ETF 0.0%
Value ($000) $130 Shares 2,765 Est. Cost $47.22 Unrealized
ADI Analog Devices Inc 0.0%
Value ($000) $129 Shares 1,142 Est. Cost $51.23 Unrealized +87.3%
Salisbury Bancorp Inc 0.0%
Value ($000) $126 Shares 3,218 Est. Cost $27.32 Unrealized
HUM Humana Inc 0.0%
Value ($000) $124 Shares 469 Est. Cost $143.44 Unrealized +66.8%
IWV iShares Russell 3000 0.0%
Value ($000) $121 Shares 702 Est. Cost $148.76 Unrealized
APD Air Products & Chemicals Inc 0.0%
Value ($000) $121 Shares 534 Est. Cost $122.30 Unrealized +44.1%
ADM Archer-Daniels Midland Co 0.0%
Value ($000) $119 Shares 2,915 Est. Cost $29.33 Unrealized +16.2%
PZA Invesco National AMT-Free Muni 0.0%
Value ($000) $118 Shares 4,503 Est. Cost $26.20 Unrealized
SRE Sempra Energy 0.0%
Value ($000) $118 Shares 860 Est. Cost $45.21 Unrealized +16.9%
TLT iShares 20 plus Year Treasury 0.0%
Value ($000) $117 Shares 882 Est. Cost $132.65 Unrealized
PH Parker Hannifin Corp 0.0%
Value ($000) $116 Shares 685 Est. Cost $143.42 Unrealized +9.1%
VV Vanguard Large-Cap ETF 0.0%
Value ($000) $115 Shares 852 Est. Cost $114.22 Unrealized
DOW Dow Inc 0.0%
Value ($000) $113 Shares 2,301 Est. Cost $36.37 Unrealized 0.0%
VO Vanguard Mid-Cap ETF 0.0%
Value ($000) $112 Shares 669 Est. Cost $160.58 Unrealized
NOW ServiceNow Inc 0.0%
Value ($000) $111 Shares 405 Est. Cost $35.01 Unrealized +50.1%
IVW iShares S&P 500 Growth 0.0%
Value ($000) $109 Shares 607 Est. Cost $119.26 Unrealized
NKE Nike Inc Class B 0.0%
Value ($000) $107 Shares 1,273 Est. Cost $76.07 Unrealized +1.3%
HBNC Horizon Bancorp Industries 0.0%
Value ($000) $106 Shares 6,490 Est. Cost $14.49 Unrealized +11.6%
PCAR Paccar Inc 0.0%
Value ($000) $105 Shares 1,464 Est. Cost $28.52 Unrealized +26.9%
Alerian MLP ETF 0.0%
Value ($000) $105 Shares 10,700 Est. Cost $11.88 Unrealized
ICE Intercontinental Exchange Inc 0.0%
Value ($000) $101 Shares 1,179 Est. Cost $60.22 Unrealized +24.5%
SLYG SPDR S&P 600 Small Cap Growth 0.0%
Value ($000) $101 Shares 1,652 Est. Cost $96.75 Unrealized
DBEU Deutsche X-trackers MSCI Europ 0.0%
Value ($000) $101 Shares 3,487 Est. Cost $26.98 Unrealized
BP BP PLC ADR 0.0%
Value ($000) $99 Shares 2,386 Est. Cost $39.60 Unrealized
Allergan PLC 0.0%
Value ($000) $97 Shares 580 Est. Cost $171.41 Unrealized
TSM Taiwan Semiconductor Manufactu 0.0%
Value ($000) $97 Shares 2,469 Est. Cost $26.82 Unrealized
FRCB First Republic Bank 0.0%
Value ($000) $96 Shares 985 Est. Cost $90.27 Unrealized +8.8%
First Trust Preferred Securiti 0.0%
Value ($000) $96 Shares 4,958 Est. Cost $19.56 Unrealized
TUR iShares MSCI Turkey 0.0%
Value ($000) $95 Shares 4,000 Est. Cost $24.19 Unrealized
MCHP Microchip Technology Inc 0.0%
Value ($000) $94 Shares 1,080 Est. Cost $31.19 Unrealized +25.7%
VOT Vanguard Mid-Cap Growth ETF 0.0%
Value ($000) $93 Shares 626 Est. Cost $140.83 Unrealized
First Trust Dow Jones Internet 0.0%
Value ($000) $93 Shares 646 Est. Cost $88.67 Unrealized
CCL Carnival Corp 0.0%
Value ($000) $93 Shares 1,994 Est. Cost $51.92 Unrealized -3.1%
BAX Baxter International Inc 0.0%
Value ($000) $93 Shares 1,130 Est. Cost $34.59 Unrealized +98.0%
Accelerate Diagnostics Inc 0.0%
Value ($000) $92 Shares 4,000 Est. Cost $24.46 Unrealized
BALL Ball Corp 0.0%
Value ($000) $91 Shares 1,300 Est. Cost $57.58 Unrealized 0.0%
HSY The Hershey Co 0.0%
Value ($000) $91 Shares 682 Est. Cost $84.08 Unrealized +29.6%
BMY Bristol-Myers Squibb Company 0.0%
Value ($000) $90 Shares 1,989 Est. Cost $42.33 Unrealized -14.7%
IDA Idacorp Inc 0.0%
Value ($000) $90 Shares 900 Est. Cost $97.07 Unrealized +3.9%
ISCV iShares Morningstar Small-Cap 0.0%
Value ($000) $89 Shares 650 Est. Cost $103.62 Unrealized
PANW Palo Alto Networks Inc 0.0%
Value ($000) $88 Shares 432 Est. Cost $23.87 Unrealized +56.7%
PYPL PayPal Holdings Inc 0.0%
Value ($000) $88 Shares 765 Est. Cost $68.48 Unrealized +61.5%
TIP iShares TIPS Bond 0.0%
Value ($000) $87 Shares 754 Est. Cost $113.30 Unrealized
LOOP Loop Industries Inc 0.0%
Value ($000) $87 Shares 8,774 Est. Cost $9.87 Unrealized -21.0%
XLRE Real Estate Select Sector SPDR 0.0%
Value ($000) $87 Shares 2,374 Est. Cost $33.44 Unrealized
AMT American Tower Corp 0.0%
Value ($000) $86 Shares 420 Est. Cost $103.02 Unrealized +63.2%
GLW Corning Inc 0.0%
Value ($000) $86 Shares 2,601 Est. Cost $20.44 Unrealized +30.2%
SCHF Schwab International Equity ET 0.0%
Value ($000) $86 Shares 2,687 Est. Cost $32.90 Unrealized
XLI Industrial Select Sector SPDR 0.0%
Value ($000) $85 Shares 1,101 Est. Cost $65.45 Unrealized
GILD Gilead Sciences Inc 0.0%
Value ($000) $85 Shares 1,254 Est. Cost $56.73 Unrealized -10.4%
MAR Marriott International Inc Cla 0.0%
Value ($000) $85 Shares 606 Est. Cost $108.51 Unrealized +16.3%
OXY Occidental Petroleum Corp 0.0%
Value ($000) $84 Shares 1,677 Est. Cost $57.98 Unrealized -15.8%
F Ford Motor Co 0.0%
Value ($000) $83 Shares 8,067 Est. Cost $7.10 Unrealized +0.0%
EPD Enterprise Products Partners L 0.0%
Value ($000) $83 Shares 2,870 Est. Cost $27.08 Unrealized
QQQ Invesco QQQ ETF 0.0%
Value ($000) $82 Shares 440 Est. Cost $171.21 Unrealized
OMC Omnicom Group Inc 0.0%
Value ($000) $82 Shares 1,000 Est. Cost $59.61 Unrealized +4.0%
iShares Gold Trust 0.0%
Value ($000) $82 Shares 6,100 Est. Cost $12.05 Unrealized
GROW U S Global Invs Inc Cl A 0.0%
Value ($000) $81 Shares 44,490 Est. Cost $3.22 Unrealized -62.6%
GBCI Glacier Bancorp Inc 0.0%
Value ($000) $80 Shares 1,980 Est. Cost $33.75 Unrealized -1.7%
UPS United Parcel Service Inc (UPS 0.0%
Value ($000) $79 Shares 761 Est. Cost $80.13 Unrealized +0.0%
SPLV Invesco S&P 500 Low Volatility 0.0%
Value ($000) $79 Shares 1,435 Est. Cost $47.39 Unrealized
SAP SAP SE ADR 0.0%
Value ($000) $79 Shares 578 Est. Cost $112.92 Unrealized
Eaton Vance Corp 0.0%
Value ($000) $79 Shares 1,822 Est. Cost $46.15 Unrealized
PAA Plains All American Pipeline L 0.0%
Value ($000) $78 Shares 3,220 Est. Cost $45.82 Unrealized
Harris Corporation 0.0%
Value ($000) $78 Shares 413 Est. Cost $90.21 Unrealized
ZTS Zoetis Inc 0.0%
Value ($000) $78 Shares 691 Est. Cost $67.87 Unrealized +46.2%
HDB HDFC Bank Limited 0.0%
Value ($000) $78 Shares 596 Est. Cost $113.63 Unrealized
NSC Norfolk Southern Corp 0.0%
Value ($000) $76 Shares 379 Est. Cost $139.89 Unrealized +23.9%
ENB Enbridge Inc 0.0%
Value ($000) $75 Shares 2,086 Est. Cost $23.13 Unrealized +1.6%
SLV iShares Silver Trust 0.0%
Value ($000) $74 Shares 5,181 Est. Cost $14.85 Unrealized
BHP BHP Billiton Ltd ADR 0.0%
Value ($000) $74 Shares 1,282 Est. Cost $47.98 Unrealized
EFV iShares MSCI EAFE Value 0.0%
Value ($000) $73 Shares 1,514 Est. Cost $48.22 Unrealized
CTVA Corteva Inc 0.0%
Value ($000) $71 Shares 2,396 Est. Cost $25.02 Unrealized 0.0%
EWJ iShares MSCI Japan 0.0%
Value ($000) $71 Shares 1,295 Est. Cost $60.44 Unrealized
NVDA NVIDIA Corp 0.0%
Value ($000) $71 Shares 432 Est. Cost $5.98 Unrealized -31.2%
COLB Columbia Banking System Inc 0.0%
Value ($000) $70 Shares 1,947 Est. Cost $30.37 Unrealized -14.9%
Cooper Companies 0.0%
Value ($000) $70 Shares 208 Est. Cost $159.46 Unrealized
IDXX Idexx Laboratories 0.0%
Value ($000) $69 Shares 250 Est. Cost $222.42 Unrealized +10.8%
National Oilwell Varco Inc 0.0%
Value ($000) $69 Shares 3,094 Est. Cost $37.30 Unrealized
WisdomTree Japan Hedged Equity 0.0%
Value ($000) $69 Shares 1,424 Est. Cost $53.23 Unrealized
DLTR Dollar Tree Stores Inc 0.0%
Value ($000) $68 Shares 632 Est. Cost $87.90 Unrealized +19.7%
EEM iShares MSCI Emerging Markets 0.0%
Value ($000) $68 Shares 1,575 Est. Cost $46.03 Unrealized
TSLA Tesla Motors Inc 0.0%
Value ($000) $67 Shares 298 Est. Cost $20.82 Unrealized -25.2%
IYG iShares US Financial Services 0.0%
Value ($000) $67 Shares 500 Est. Cost $72.00 Unrealized
SCHA Schwab US Small-Cap ETF 0.0%
Value ($000) $67 Shares 940 Est. Cost $65.36 Unrealized
VXUS Vanguard Total International S 0.0%
Value ($000) $67 Shares 1,279 Est. Cost $50.74 Unrealized
THG Hanover Insurance Group Inc 0.0%
Value ($000) $66 Shares 514 Est. Cost $58.99 Unrealized +73.3%
EQIX Equinix Inc 0.0%
Value ($000) $65 Shares 128 Est. Cost $351.64 Unrealized +20.6%
TGT Target Corp 0.0%
Value ($000) $65 Shares 752 Est. Cost $58.66 Unrealized +15.5%
MPC Marathon Petroleum Corp 0.0%
Value ($000) $65 Shares 1,159 Est. Cost $42.59 Unrealized +4.0%
FTV Fortive Corp 0.0%
Value ($000) $65 Shares 802 Est. Cost $31.31 Unrealized +61.3%
SPHD Invesco S&P 500 High Div Low V 0.0%
Value ($000) $64 Shares 1,523 Est. Cost $41.28 Unrealized
AMP Ameriprise Financial Inc 0.0%
Value ($000) $64 Shares 444 Est. Cost $116.69 Unrealized +10.0%
GOOS Canada Goose Holdings Inc 0.0%
Value ($000) $63 Shares 1,618 Est. Cost $16.27 Unrealized +176.8%
SCHB Schwab US Broad Market ETF 0.0%
Value ($000) $63 Shares 889 Est. Cost $62.60 Unrealized
ZBH Zimmer Biomet Holdings Inc 0.0%
Value ($000) $63 Shares 534 Est. Cost $103.21 Unrealized +7.5%
Royal Dutch Shell PLC ADR Clas 0.0%
Value ($000) $63 Shares 969 Est. Cost $59.71 Unrealized
BIIB Biogen Idec Inc 0.0%
Value ($000) $62 Shares 267 Est. Cost $303.95 Unrealized -24.0%
Kayne Anderson MidstreamEnergy 0.0%
Value ($000) $62 Shares 5,360 Est. Cost $15.58 Unrealized
ECL Ecolab Inc 0.0%
Value ($000) $62 Shares 316 Est. Cost $115.83 Unrealized +49.5%
WDAY Workday Inc Class A 0.0%
Value ($000) $62 Shares 300 Est. Cost $181.88 Unrealized +11.0%
ICF iShares Cohen & Steers REIT 0.0%
Value ($000) $61 Shares 544 Est. Cost $92.65 Unrealized
VLO Valero Energy Corp 0.0%
Value ($000) $61 Shares 710 Est. Cost $60.03 Unrealized +4.9%
ROP Roper Industries Inc 0.0%
Value ($000) $61 Shares 166 Est. Cost $230.45 Unrealized +48.1%
THRM Gentherm Inc 0.0%
Value ($000) $61 Shares 1,450 Est. Cost $40.70 Unrealized -1.1%
GS Goldman Sachs Group Inc 0.0%
Value ($000) $61 Shares 300 Est. Cost $168.06 Unrealized +0.6%
CSX CSX Corp 0.0%
Value ($000) $60 Shares 771 Est. Cost $17.15 Unrealized +37.3%
MRSH Marsh & McLennan Companies Inc 0.0%
Value ($000) $60 Shares 604 Est. Cost $80.11 Unrealized +7.7%
REGN Regeneron Pharmaceuticals Inc 0.0%
Value ($000) $60 Shares 193 Est. Cost $383.26 Unrealized -13.6%
XLC Communication Services Sel Sec 0.0%
Value ($000) $60 Shares 1,226 Est. Cost $45.66 Unrealized
GWW W W Grainger Inc 0.0%
Value ($000) $59 Shares 221 Est. Cost $205.53 Unrealized +25.4%
Discover Financial Services 0.0%
Value ($000) $58 Shares 751 Est. Cost $70.57 Unrealized
IVE iShares S&P 500 Value 0.0%
Value ($000) $58 Shares 496 Est. Cost $83.73 Unrealized
Sirius XM Holdings Inc 0.0%
Value ($000) $58 Shares 10,312 Est. Cost $5.76 Unrealized
MELI Mercadolibre Inc 0.0%
Value ($000) $58 Shares 94 Est. Cost $398.69 Unrealized +39.6%
PFG Principal Financial Group 0.0%
Value ($000) $57 Shares 977 Est. Cost $33.87 Unrealized +25.8%
IHS Markit Ltd Class A 0.0%
Value ($000) $57 Shares 900 Est. Cost $54.10 Unrealized
OKE ONEOK Inc 0.0%
Value ($000) $57 Shares 829 Est. Cost $41.71 Unrealized +5.2%
WPC W.P. Carey & Co LLC 0.0%
Value ($000) $57 Shares 703 Est. Cost $68.28 Unrealized
QDEF FlexShares Quality Dividend De 0.0%
Value ($000) $56 Shares 1,240 Est. Cost $37.18 Unrealized
Crown Castle International Cor 0.0%
Value ($000) $56 Shares 428 Est. Cost $127.62 Unrealized
ITW Illinois Tool Works Inc 0.0%
Value ($000) $56 Shares 373 Est. Cost $118.94 Unrealized +8.1%
ISRG Intuitive Surgical Inc 0.0%
Value ($000) $55 Shares 105 Est. Cost $153.20 Unrealized +11.8%
DAL Delta Air Lines Inc 0.0%
Value ($000) $55 Shares 977 Est. Cost $49.33 Unrealized +8.0%
NOC Northrop Grumman Corp 0.0%
Value ($000) $55 Shares 170 Est. Cost $265.04 Unrealized +0.8%
CME CME Group Inc Class A 0.0%
Value ($000) $54 Shares 280 Est. Cost $84.75 Unrealized +70.5%
DBAW Deutsche X-trackers MSCI AlWd 0.0%
Value ($000) $54 Shares 1,967 Est. Cost $23.86 Unrealized
LULU Lululemon Athletica Inc 0.0%
Value ($000) $54 Shares 302 Est. Cost $69.25 Unrealized +150.8%
POST Post Holdings Inc 0.0%
Value ($000) $54 Shares 517 Est. Cost $36.89 Unrealized +90.5%
Linde PLC 0.0%
Value ($000) $54 Shares 271 Est. Cost $175.77 Unrealized
Fleetcor Technologies, Inc. 0.0%
Value ($000) $54 Shares 193 Est. Cost $248.70 Unrealized
WU Western Union Co 0.0%
Value ($000) $54 Shares 2,726 Est. Cost $17.45 Unrealized
SLF Sun Life Financial Inc 0.0%
Value ($000) $53 Shares 1,278 Est. Cost $38.33 Unrealized +4.8%
MKC McCormick & Company Inc Non-Vo 0.0%
Value ($000) $53 Shares 344 Est. Cost $43.83 Unrealized +54.7%
ADSK Autodesk Inc 0.0%
Value ($000) $53 Shares 323 Est. Cost $148.32 Unrealized +13.4%
MTB M&T Bank Corp 0.0%
Value ($000) $53 Shares 310 Est. Cost $79.85 Unrealized +67.6%
HEI Heico Corp 0.0%
Value ($000) $53 Shares 398 Est. Cost $60.60 Unrealized +83.6%
SCHV Schwab US Large-Cap Value ETF 0.0%
Value ($000) $52 Shares 921 Est. Cost $51.08 Unrealized
New Oriental Ed & Tech Group 0.0%
Value ($000) $52 Shares 537 Est. Cost $89.39 Unrealized
FDT First Trust Dev Mkts Ex-US Alp 0.0%
Value ($000) $52 Shares 955 Est. Cost $55.40 Unrealized
DWX SPDR S&P International Dividen 0.0%
Value ($000) $52 Shares 1,320 Est. Cost $38.03 Unrealized
HCP Inc 0.0%
Value ($000) $51 Shares 1,610 Est. Cost $39.11 Unrealized
First Trust Health Care AlphaD 0.0%
Value ($000) $51 Shares 655 Est. Cost $70.96 Unrealized
EOG EOG Resources Inc 0.0%
Value ($000) $51 Shares 549 Est. Cost $78.14 Unrealized -10.0%
BKNG Booking Holdings Inc 0.0%
Value ($000) $51 Shares 27 Est. Cost $1838.23 Unrealized -3.9%
IQV IQVIA Holdings Inc 0.0%
Value ($000) $50 Shares 309 Est. Cost $101.80 Unrealized +37.8%
FNDF Schwab Fundamental Internation 0.0%
Value ($000) $50 Shares 1,802 Est. Cost $27.75 Unrealized
FDX Fedex Corp 0.0%
Value ($000) $49 Shares 296 Est. Cost $180.40 Unrealized -14.2%
MS Morgan Stanley 0.0%
Value ($000) $49 Shares 1,108 Est. Cost $33.66 Unrealized +7.8%
CPB Campbell Soup Co 0.0%
Value ($000) $49 Shares 1,233 Est. Cost $37.90 Unrealized -16.6%
D Dominion Resources Inc 0.0%
Value ($000) $48 Shares 618 Est. Cost $46.98 Unrealized +21.0%
AllianceBernstein Glb High Inc 0.0%
Value ($000) $48 Shares 4,058 Est. Cost $14.17 Unrealized
ILMN Illumina Inc 0.0%
Value ($000) $48 Shares 130 Est. Cost $205.77 Unrealized +53.4%
DE Deere & Co 0.0%
Value ($000) $48 Shares 292 Est. Cost $75.92 Unrealized +86.3%
DCO Ducommun Inc 0.0%
Value ($000) $47 Shares 1,050 Est. Cost $25.89 Unrealized +73.2%
ILCB iShares Morningstar Large-Cap 0.0%
Value ($000) $47 Shares 282 Est. Cost $166.67 Unrealized
Amcor PLC Ordinary Shares 0.0%
Value ($000) $47 Shares 4,054 Est. Cost $8.56 Unrealized 0.0%
XHB SPDR S&P Homebuilders ETF 0.0%
Value ($000) $47 Shares 1,132 Est. Cost $34.51 Unrealized
WY Weyerhaeuser Co 0.0%
Value ($000) $46 Shares 1,750 Est. Cost $19.34 Unrealized +1.9%
STZ Constellation Brands Inc Class 0.0%
Value ($000) $46 Shares 234 Est. Cost $162.19 Unrealized +8.0%
IUSG iShares Core US Growth 0.0%
Value ($000) $46 Shares 730 Est. Cost $58.01 Unrealized
VPU Vanguard Utilities ETF 0.0%
Value ($000) $45 Shares 339 Est. Cost $107.71 Unrealized
NVO Novo Nordisk A/S ADR 0.0%
Value ($000) $45 Shares 877 Est. Cost $52.45 Unrealized
Wendy's Co Class A 0.0%
Value ($000) $45 Shares 2,275 Est. Cost $10.11 Unrealized
KHC The Kraft Heinz Co 0.0%
Value ($000) $45 Shares 1,463 Est. Cost $47.86 Unrealized -52.3%
EG Everest Reins Hldgs Inc 0.0%
Value ($000) $44 Shares 180 Est. Cost $153.47 Unrealized +36.0%
GIS General Mills Inc 0.0%
Value ($000) $44 Shares 833 Est. Cost $37.58 Unrealized +9.7%
IUSV iShares Core US Value 0.0%
Value ($000) $43 Shares 767 Est. Cost $55.03 Unrealized
BDX Becton Dickinson & Co 0.0%
Value ($000) $43 Shares 172 Est. Cost $188.18 Unrealized +11.5%
Twitter Inc 0.0%
Value ($000) $43 Shares 1,242 Est. Cost $33.32 Unrealized
NDAQ NASDAQ OMX Group, Inc. 0.0%
Value ($000) $43 Shares 447 Est. Cost $25.70 Unrealized +8.1%
NVS Novartis AG ADR 0.0%
Value ($000) $43 Shares 475 Est. Cost $80.62 Unrealized
APH Amphenol Corp 0.0%
Value ($000) $43 Shares 452 Est. Cost $19.19 Unrealized +17.7%
SPGI S&P Global Inc 0.0%
Value ($000) $42 Shares 183 Est. Cost $96.34 Unrealized +114.4%
NRT North European Oil Royalty Tru 0.0%
Value ($000) $42 Shares 5,932 Est. Cost $24.28 Unrealized
MKL Markel Corporation 0.0%
Value ($000) $42 Shares 39 Est. Cost $986.40 Unrealized +6.2%
CDK Global Inc 0.0%
Value ($000) $42 Shares 849 Est. Cost $44.59 Unrealized
BND Vanguard Total Bond Market ETF 0.0%
Value ($000) $41 Shares 499 Est. Cost $81.76 Unrealized
Maxim Integrated Products Inc 0.0%
Value ($000) $41 Shares 685 Est. Cost $53.25 Unrealized
CBS Corp Class B 0.0%
Value ($000) $41 Shares 813 Est. Cost $55.05 Unrealized
HEI/A Heico Corp Class A 0.0%
Value ($000) $41 Shares 399 Est. Cost $49.08 Unrealized +85.9%
KMI Kinder Morgan, Inc. 0.0%
Value ($000) $41 Shares 1,966 Est. Cost $18.61 Unrealized -26.6%
Goldman Sachs MLP and Energy R 0.0%
Value ($000) $40 Shares 7,573 Est. Cost $7.26 Unrealized
CTSH Cognizant Technology Solutions 0.0%
Value ($000) $40 Shares 625 Est. Cost $61.82 Unrealized -3.9%
Lithium Americas Corp 0.0%
Value ($000) $40 Shares 10,000 Est. Cost $4.80 Unrealized
AIG American International Group I 0.0%
Value ($000) $39 Shares 735 Est. Cost $41.90 Unrealized +0.1%
NOK Nokia Oyj ADR 0.0%
Value ($000) $39 Shares 7,800 Est. Cost $4.87 Unrealized
BlackRock MuniYield MI Quality 0.0%
Value ($000) $38 Shares 2,773 Est. Cost $13.56 Unrealized
WCN Waste Connections Inc 0.0%
Value ($000) $38 Shares 400 Est. Cost $88.03 Unrealized 0.0%
DGX Quest Diagnostics Inc 0.0%
Value ($000) $37 Shares 366 Est. Cost $84.30 Unrealized 0.0%
HBAN Huntington Bancshares Inc 0.0%
Value ($000) $37 Shares 2,676 Est. Cost $9.95 Unrealized -1.1%
GlaxoSmithKline PLC ADR 0.0%
Value ($000) $36 Shares 906 Est. Cost $42.10 Unrealized
ELV Anthem Inc 0.0%
Value ($000) $36 Shares 127 Est. Cost $167.72 Unrealized +48.9%
AKAM Akamai Technologies Inc 0.0%
Value ($000) $36 Shares 451 Est. Cost $75.91 Unrealized +1.9%
CDNA Caredx Inc 0.0%
Value ($000) $36 Shares 1,000 Est. Cost $18.71 Unrealized +71.0%
Spectrum Pharmaceuticals Inc 0.0%
Value ($000) $36 Shares 4,175 Est. Cost $7.43 Unrealized
MGA Magna International Inc Class 0.0%
Value ($000) $36 Shares 716 Est. Cost $38.64 Unrealized +3.3%
MIDD The Middleby Corp 0.0%
Value ($000) $36 Shares 264 Est. Cost $84.24 Unrealized +59.6%
LNC Lincoln National Corp 0.0%
Value ($000) $36 Shares 552 Est. Cost $30.39 Unrealized +54.1%
AVB AvalonBay Communities Inc 0.0%
Value ($000) $35 Shares 174 Est. Cost $141.10 Unrealized +14.0%
EIX Edison International 0.0%
Value ($000) $35 Shares 517 Est. Cost $46.34 Unrealized 0.0%
WTW Willis Towers Watson PLC 0.0%
Value ($000) $35 Shares 181 Est. Cost $109.67 Unrealized +50.9%
AVGO Broadcom Inc 0.0%
Value ($000) $35 Shares 120 Est. Cost $22.05 Unrealized +10.6%
BBP BBP Virtus LifeSci Biotech Pro 0.0%
Value ($000) $35 Shares 846 Est. Cost $41.37 Unrealized
PRU Prudential Financial Inc 0.0%
Value ($000) $35 Shares 346 Est. Cost $61.79 Unrealized +15.7%
TTD The Trade Desk Inc A 0.0%
Value ($000) $34 Shares 150 Est. Cost $21.49 Unrealized 0.0%
NX Quanex Building Products Corp 0.0%
Value ($000) $34 Shares 1,797 Est. Cost $14.59 Unrealized +3.8%
TROW T. Rowe Price Group Inc 0.0%
Value ($000) $34 Shares 313 Est. Cost $68.55 Unrealized +17.4%
TTC Toro Co 0.0%
Value ($000) $34 Shares 501 Est. Cost $61.76 Unrealized +13.7%
Apergy Corp 0.0%
Value ($000) $34 Shares 1,022 Est. Cost $42.07 Unrealized
EQR Equity Residential 0.0%
Value ($000) $34 Shares 444 Est. Cost $59.32 Unrealized 0.0%
ITA iShares US Aerospace & Defense 0.0%
Value ($000) $33 Shares 153 Est. Cost $176.15 Unrealized
NYT New York Times Co Class A 0.0%
Value ($000) $33 Shares 1,000 Est. Cost $31.35 Unrealized 0.0%
QCOM Qualcomm Inc 0.0%
Value ($000) $33 Shares 435 Est. Cost $46.16 Unrealized +35.9%
SJM JM Smucker Co 0.0%
Value ($000) $33 Shares 283 Est. Cost $76.22 Unrealized +29.1%
TLK Telekomunikasi Indonesia (Pers 0.0%
Value ($000) $33 Shares 1,128 Est. Cost $31.16 Unrealized
LADR Ladder Capital Corp A 0.0%
Value ($000) $32 Shares 1,921 Est. Cost $16.66 Unrealized
BUD Anheuser-Busch Inbev SA ADR 0.0%
Value ($000) $32 Shares 358 Est. Cost $109.05 Unrealized
IT Gartner Inc Class A 0.0%
Value ($000) $32 Shares 200 Est. Cost $156.37 Unrealized 0.0%
PGR Progressive Corp 0.0%
Value ($000) $32 Shares 404 Est. Cost $55.14 Unrealized +15.1%
RFG Invesco S&P MidCap 400 Pure Gr 0.0%
Value ($000) $32 Shares 217 Est. Cost $161.56 Unrealized
CINF Cincinnati Financial Corp 0.0%
Value ($000) $32 Shares 313 Est. Cost $69.09 Unrealized +17.0%
BB&T Corp 0.0%
Value ($000) $32 Shares 650 Est. Cost $49.23 Unrealized
BlackRock Inc 0.0%
Value ($000) $31 Shares 66 Est. Cost $411.66 Unrealized
Ctrip.com International Limite 0.0%
Value ($000) $31 Shares 839 Est. Cost $43.42 Unrealized
EFX Equifax Inc 0.0%
Value ($000) $31 Shares 232 Est. Cost $98.47 Unrealized +20.7%
MFC Manulife Financial Corp 0.0%
Value ($000) $31 Shares 1,732 Est. Cost $16.90 Unrealized +5.3%
SCHX Schwab US Large-Cap ETF 0.0%
Value ($000) $31 Shares 435 Est. Cost $66.13 Unrealized
FTNT Fortinet Inc 0.0%
Value ($000) $31 Shares 400 Est. Cost $7.59 Unrealized +116.8%
XHR Xenia Hotels & Resorts Inc 0.0%
Value ($000) $31 Shares 1,468 Est. Cost $21.63 Unrealized
INFY Infosys Tech Ltd Adr 0.0%
Value ($000) $30 Shares 2,782 Est. Cost $10.75 Unrealized
TMO Thermo Fisher Scientific Inc 0.0%
Value ($000) $30 Shares 101 Est. Cost $177.51 Unrealized +52.5%
REAL The RealReal Inc 0.0%
Value ($000) $29 Shares 1,000 Est. Cost $28.90 Unrealized 0.0%
HOLX Hologic Inc 0.0%
Value ($000) $29 Shares 600 Est. Cost $43.21 Unrealized +7.0%
Marvell Technology Group Ltd 0.0%
Value ($000) $28 Shares 1,165 Est. Cost $23.73 Unrealized
EXC Exelon Corp 0.0%
Value ($000) $28 Shares 590 Est. Cost $19.32 Unrealized +44.6%
EA Electronic Arts Inc 0.0%
Value ($000) $28 Shares 278 Est. Cost $91.56 Unrealized +1.2%
RSP Invesco S&P 500 Equal Weight E 0.0%
Value ($000) $28 Shares 264 Est. Cost $106.06 Unrealized
SNA Snap-on Inc 0.0%
Value ($000) $27 Shares 166 Est. Cost $122.07 Unrealized +11.9%
UBER Uber Technologies Inc 0.0%
Value ($000) $27 Shares 576 Est. Cost $42.45 Unrealized 0.0%
BK Bank of New York Mellon Corp 0.0%
Value ($000) $27 Shares 607 Est. Cost $38.80 Unrealized 0.0%
WTFC Wintrust Financial Corp 0.0%
Value ($000) $27 Shares 372 Est. Cost $39.55 Unrealized +84.7%
CHRW CH Robinson Worldwide Inc 0.0%
Value ($000) $27 Shares 321 Est. Cost $74.83 Unrealized -4.2%
LEN Lennar Corp 0.0%
Value ($000) $27 Shares 557 Est. Cost $39.85 Unrealized +15.1%
AFL Aflac Inc 0.0%
Value ($000) $27 Shares 490 Est. Cost $40.16 Unrealized +9.8%
PNW Pinnacle West Capital Corp 0.0%
Value ($000) $27 Shares 284 Est. Cost $50.72 Unrealized +42.2%
SunTrust Banks Inc 0.0%
Value ($000) $27 Shares 429 Est. Cost $58.82 Unrealized
Celgene Corp 0.0%
Value ($000) $26 Shares 279 Est. Cost $102.93 Unrealized
FMX Fomento Economico Mexicano SAB 0.0%
Value ($000) $26 Shares 268 Est. Cost $94.93 Unrealized
VOOG Vanguard S&P 500 Growth ETF 0.0%
Value ($000) $25 Shares 155 Est. Cost $139.27 Unrealized
NXRT NexPoint Residential Trust Inc 0.0%
Value ($000) $25 Shares 600 Est. Cost $33.00 Unrealized
VSS Vanguard FTSE All-World ex-US 0.0%
Value ($000) $25 Shares 237 Est. Cost $105.49 Unrealized
ALL Allstate Corp 0.0%
Value ($000) $25 Shares 245 Est. Cost $61.92 Unrealized +34.8%
Six Flags Entertainment Corp 0.0%
Value ($000) $25 Shares 500 Est. Cost $50.00 Unrealized
TRGP Targa Resources Corp 0.0%
Value ($000) $25 Shares 638 Est. Cost $31.79 Unrealized +2.6%
XAI Octagon FR & Alt Income Te 0.0%
Value ($000) $24 Shares 2,668 Est. Cost $9.75 Unrealized
FNX First Trust Mid Cap Core Alpha 0.0%
Value ($000) $24 Shares 342 Est. Cost $67.92 Unrealized
Cadence Bancorp A 0.0%
Value ($000) $24 Shares 1,135 Est. Cost $18.50 Unrealized
IFF International Flavors & Fragra 0.0%
Value ($000) $24 Shares 166 Est. Cost $89.02 Unrealized +30.6%
Retail Properties of America I 0.0%
Value ($000) $24 Shares 2,062 Est. Cost $15.52 Unrealized
C Citigroup Inc 0.0%
Value ($000) $24 Shares 339 Est. Cost $45.21 Unrealized +17.0%
HPE Hewlett Packard Enterprise Co 0.0%
Value ($000) $24 Shares 1,584 Est. Cost $10.29 Unrealized +19.0%
MDYG SPDR S&P 400 Mid Cap Growth ET 0.0%
Value ($000) $24 Shares 433 Est. Cost $73.99 Unrealized
China Mobile Ltd ADR 0.0%
Value ($000) $23 Shares 500 Est. Cost $49.38 Unrealized
HSIC Henry Schein Inc 0.0%
Value ($000) $23 Shares 330 Est. Cost $56.99 Unrealized +16.0%
QSR Restaurant Brands Internationa 0.0%
Value ($000) $23 Shares 325 Est. Cost $45.35 Unrealized +47.6%
SO Southern Co 0.0%
Value ($000) $22 Shares 400 Est. Cost $33.31 Unrealized +24.1%
ENR Energizer Holdings Inc 0.0%
Value ($000) $22 Shares 567 Est. Cost $34.94 Unrealized +0.1%
GM General Motors Co 0.0%
Value ($000) $22 Shares 565 Est. Cost $27.90 Unrealized +24.5%
XSVM Invesco S & P SmallCap Value w 0.0%
Value ($000) $22 Shares 750 Est. Cost $32.00 Unrealized
Laboratory Corp of America Hld 0.0%
Value ($000) $22 Shares 125 Est. Cost $148.21 Unrealized
CGW Invesco S&P Global Water Index 0.0%
Value ($000) $22 Shares 597 Est. Cost $35.18 Unrealized
KRE SPDR S&P Regional Banking ETF 0.0%
Value ($000) $21 Shares 390 Est. Cost $47.46 Unrealized
Unilever PLC ADR 0.0%
Value ($000) $21 Shares 345 Est. Cost $58.05 Unrealized
SPH Suburban Propane Partners LP 0.0%
Value ($000) $21 Shares 862 Est. Cost $23.62 Unrealized
BlackRock Enhanced Equity Div 0.0%
Value ($000) $21 Shares 2,390 Est. Cost $8.79 Unrealized
SCHM Schwab US Mid-Cap ETF 0.0%
Value ($000) $21 Shares 370 Est. Cost $56.50 Unrealized
TCF Financial Corp 0.0%
Value ($000) $21 Shares 1,000 Est. Cost $16.50 Unrealized
Taubman Centers Inc Reit 0.0%
Value ($000) $20 Shares 497 Est. Cost $60.36 Unrealized
VRTX Vertex Pharmaceuticals Inc 0.0%
Value ($000) $20 Shares 108 Est. Cost $149.41 Unrealized +17.0%
EOLS Evolus Inc 0.0%
Value ($000) $20 Shares 1,390 Est. Cost $21.25 Unrealized -6.7%
BlackRock MuniYield Qty III 0.0%
Value ($000) $20 Shares 1,510 Est. Cost $13.25 Unrealized
PHG Royal Philips NV ADR 0.0%
Value ($000) $20 Shares 453 Est. Cost $34.91 Unrealized
PKB Invesco Dynamic Building & Con 0.0%
Value ($000) $20 Shares 659 Est. Cost $30.35 Unrealized
AZN AstraZeneca PLC ADR 0.0%
Value ($000) $20 Shares 484 Est. Cost $36.30 Unrealized
Vanguard Financials ETF 0.0%
Value ($000) $20 Shares 292 Est. Cost $55.60 Unrealized
SEE Sealed Air Corp 0.0%
Value ($000) $19 Shares 448 Est. Cost $35.08 Unrealized +11.0%
O Realty Income Corp 0.0%
Value ($000) $19 Shares 276 Est. Cost $43.31 Unrealized +14.2%
CHTR Charter Communications Inc New 0.0%
Value ($000) $19 Shares 49 Est. Cost $263.84 Unrealized +42.0%
TRMB Trimble Navigation Ltd 0.0%
Value ($000) $19 Shares 420 Est. Cost $36.96 Unrealized +12.4%
BOH Bank of Hawaii Corp 0.0%
Value ($000) $19 Shares 235 Est. Cost $59.25 Unrealized +3.3%
ETN Eaton Corp PLC 0.0%
Value ($000) $19 Shares 229 Est. Cost $66.48 Unrealized +7.4%
WELL Welltower Inc 0.0%
Value ($000) $18 Shares 223 Est. Cost $43.00 Unrealized +48.8%
Western Asset Intermediate Mun 0.0%
Value ($000) $18 Shares 2,000 Est. Cost $9.00 Unrealized
Royal Dutch Shell PLC ADR Clas 0.0%
Value ($000) $18 Shares 268 Est. Cost $59.15 Unrealized
ROKU Roku Inc Class A 0.0%
Value ($000) $18 Shares 200 Est. Cost $53.49 Unrealized +50.1%
CI Cigna Corp New 0.0%
Value ($000) $18 Shares 113 Est. Cost $190.77 Unrealized -24.9%
LEG Leggett & Platt Inc 0.0%
Value ($000) $18 Shares 473 Est. Cost $45.99 Unrealized -14.2%
FNDB Schwab Fundamental US Broad Ma 0.0%
Value ($000) $17 Shares 439 Est. Cost $36.95 Unrealized
Barrick Gold Corp 0.0%
Value ($000) $17 Shares 1,059 Est. Cost $14.44 Unrealized
KARS KraneShares Eltc Vhl and Ft Mb 0.0%
Value ($000) $17 Shares 813 Est. Cost $23.37 Unrealized
ITT ITT Corp 0.0%
Value ($000) $17 Shares 261 Est. Cost $52.66 Unrealized +16.0%
DON WisdomTree MidCap Dividend ETF 0.0%
Value ($000) $17 Shares 474 Est. Cost $36.09 Unrealized
SYF Synchrony Financial 0.0%
Value ($000) $17 Shares 495 Est. Cost $25.35 Unrealized +13.4%
GW Pharmaceuticals PLC ADR 0.0%
Value ($000) $17 Shares 100 Est. Cost $121.00 Unrealized
ET Energy Transfer LP 0.0%
Value ($000) $16 Shares 1,147 Est. Cost $14.38 Unrealized
NUE Nucor Corp 0.0%
Value ($000) $16 Shares 282 Est. Cost $49.35 Unrealized -3.1%
ETFMG Alternative Harvest ETF 0.0%
Value ($000) $16 Shares 500 Est. Cost $28.28 Unrealized
OGS ONE Gas, Inc. 0.0%
Value ($000) $16 Shares 175 Est. Cost $83.98 Unrealized +5.3%
ROST Ross Stores Inc 0.0%
Value ($000) $16 Shares 164 Est. Cost $91.29 Unrealized 0.0%
IMCB iShares Morningstar Mid-Cap Et 0.0%
Value ($000) $16 Shares 82 Est. Cost $195.12 Unrealized
SCHD Schwab US Dividend Equity ETF 0.0%
Value ($000) $16 Shares 307 Est. Cost $52.12 Unrealized
Soligenix Inc 0.0%
Value ($000) $15 Shares 21,658 Est. Cost $0.94 Unrealized
AXON Axon Enterprise Inc 0.0%
Value ($000) $15 Shares 240 Est. Cost $54.10 Unrealized +20.5%
Aurora Cannabis Inc 0.0%
Value ($000) $15 Shares 1,903 Est. Cost $5.31 Unrealized
VB Vanguard Small-Cap ETF 0.0%
Value ($000) $15 Shares 96 Est. Cost $104.00 Unrealized
ALLY Ally Financial Inc 0.0%
Value ($000) $15 Shares 477 Est. Cost $23.88 Unrealized 0.0%
LNT Alliant Energy Corp 0.0%
Value ($000) $15 Shares 300 Est. Cost $29.87 Unrealized +29.9%
Worldpay Inc 0.0%
Value ($000) $15 Shares 120 Est. Cost $81.90 Unrealized
VWO Vanguard FTSE Emerging Markets 0.0%
Value ($000) $15 Shares 354 Est. Cost $41.31 Unrealized
Splunk Inc 0.0%
Value ($000) $15 Shares 120 Est. Cost $114.96 Unrealized
Cedar Fair LP 0.0%
Value ($000) $15 Shares 307 Est. Cost $53.07 Unrealized
ZS Zscaler Inc 0.0%
Value ($000) $15 Shares 200 Est. Cost $71.23 Unrealized 0.0%
EPC Edgewell Personal Care Co 0.0%
Value ($000) $15 Shares 567 Est. Cost $81.53 Unrealized -60.1%
AOA iShares Core Aggressive Alloca 0.0%
Value ($000) $14 Shares 261 Est. Cost $53.64 Unrealized
Templeton Emerging Markets 0.0%
Value ($000) $14 Shares 929 Est. Cost $15.07 Unrealized
IWS iShares Russell Mid-Cap Value 0.0%
Value ($000) $14 Shares 162 Est. Cost $68.91 Unrealized
IEFA iShares Core MSCI EAFE 0.0%
Value ($000) $14 Shares 232 Est. Cost $55.19 Unrealized
TSN Tyson Foods Inc Class A 0.0%
Value ($000) $14 Shares 170 Est. Cost $63.73 Unrealized 0.0%
RPM RPM International Inc 0.0%
Value ($000) $14 Shares 233 Est. Cost $34.85 Unrealized +69.4%
ELEMENTS Rogers Intl Cmdty TR 0.0%
Value ($000) $14 Shares 2,664 Est. Cost $5.26 Unrealized
ALC Alcon Inc 0.0%
Value ($000) $14 Shares 232 Est. Cost $57.87 Unrealized 0.0%
Varian Medical Systems Inc 0.0%
Value ($000) $14 Shares 100 Est. Cost $141.67 Unrealized
LKFN Lakeland Financial Corp 0.0%
Value ($000) $14 Shares 304 Est. Cost $38.64 Unrealized 0.0%
FEM First Trust Emerging Markets 0.0%
Value ($000) $14 Shares 558 Est. Cost $25.09 Unrealized
Hi-Crush Partners LP 0.0%
Value ($000) $13 Shares 5,155 Est. Cost $3.49 Unrealized
Tekla Life Sciences Investors 0.0%
Value ($000) $13 Shares 800 Est. Cost $15.00 Unrealized
Juniper Networks Inc 0.0%
Value ($000) $13 Shares 498 Est. Cost $26.10 Unrealized
SCHG Schwab US Large-Cap Growth ETF 0.0%
Value ($000) $13 Shares 162 Est. Cost $80.25 Unrealized
Annaly Capital Management Inc 0.0%
Value ($000) $13 Shares 1,381 Est. Cost $9.69 Unrealized
VEU Vanguard FTSE All-Wld ex-US ET 0.0%
Value ($000) $12 Shares 239 Est. Cost $50.21 Unrealized
PNC PNC Financial Services Group I 0.0%
Value ($000) $12 Shares 90 Est. Cost $68.51 Unrealized +52.0%
EBAY eBay Inc 0.0%
Value ($000) $12 Shares 300 Est. Cost $30.92 Unrealized +8.7%
ASML ASML Holding NV ADR 0.0%
Value ($000) $12 Shares 58 Est. Cost $176.85 Unrealized
BBVA Banco Bilbao Vizcaya Argentari 0.0%
Value ($000) $12 Shares 2,147 Est. Cost $7.52 Unrealized
Canopy Growth Corp 0.0%
Value ($000) $12 Shares 303 Est. Cost $39.60 Unrealized
FCVT First Trust SSI Strat Convert 0.0%
Value ($000) $12 Shares 367 Est. Cost $32.70 Unrealized
Genomic Health Inc 0.0%
Value ($000) $12 Shares 200 Est. Cost $20.00 Unrealized
BYND Beyond Meat Inc 0.0%
Value ($000) $12 Shares 75 Est. Cost $111.57 Unrealized 0.0%
Unilever NV ADR 0.0%
Value ($000) $12 Shares 202 Est. Cost $56.73 Unrealized
Total SA ADR 0.0%
Value ($000) $12 Shares 214 Est. Cost $51.78 Unrealized
United States Oil 0.0%
Value ($000) $12 Shares 1,012 Est. Cost $9.88 Unrealized
HTGC Hercules Capital Inc 0.0%
Value ($000) $12 Shares 933 Est. Cost $12.89 Unrealized +0.6%
TSCO Tractor Supply Co 0.0%
Value ($000) $11 Shares 102 Est. Cost $12.83 Unrealized +45.2%
Liberty Global PLC Class C 0.0%
Value ($000) $11 Shares 432 Est. Cost $23.15 Unrealized
IJK iShares S&P Mid-Cap 400 Growth 0.0%
Value ($000) $11 Shares 47 Est. Cost $170.21 Unrealized
Ansys Inc 0.0%
Value ($000) $11 Shares 53 Est. Cost $166.72 Unrealized
IDGT North American Tech-Multimedia 0.0%
Value ($000) $11 Shares 199 Est. Cost $45.23 Unrealized
HPQ HP Inc 0.0%
Value ($000) $11 Shares 534 Est. Cost $18.79 Unrealized -16.3%
FTDS First Trust Total US Market Al 0.0%
Value ($000) $11 Shares 323 Est. Cost $34.06 Unrealized
HYLS First Trust Tactical High Yiel 0.0%
Value ($000) $11 Shares 223 Est. Cost $49.33 Unrealized
Liberty Media Corp Series C 0.0%
Value ($000) $11 Shares 287 Est. Cost $36.21 Unrealized
NTRS Northern Trust Corp 0.0%
Value ($000) $11 Shares 117 Est. Cost $75.01 Unrealized 0.0%
SGOL Aberdeen Standard Phys SwissGo 0.0%
Value ($000) $10 Shares 73 Est. Cost $123.29 Unrealized
REZI Resideo Technologies Inc 0.0%
Value ($000) $10 Shares 461 Est. Cost $21.34 Unrealized -1.0%
A Agilent Technologies Inc 0.0%
Value ($000) $10 Shares 129 Est. Cost $58.52 Unrealized +20.8%
FTC First Trust Large Cap Gr Alpha 0.0%
Value ($000) $10 Shares 137 Est. Cost $72.99 Unrealized
HIG Hartford Financial Services Gr 0.0%
Value ($000) $10 Shares 188 Est. Cost $42.15 Unrealized +8.2%
OHI Omega Healthcare Investors Inc 0.0%
Value ($000) $10 Shares 270 Est. Cost $32.07 Unrealized
BLOK Amplify Transformational Data 0.0%
Value ($000) $10 Shares 528 Est. Cost $18.94 Unrealized
LBRDK Liberty Broadband Corp 0.0%
Value ($000) $10 Shares 97 Est. Cost $79.67 Unrealized +15.9%
SCHE Schwab Emerging Markets Equity 0.0%
Value ($000) $10 Shares 364 Est. Cost $25.83 Unrealized
Inseego Corp 0.0%
Value ($000) $10 Shares 2,034 Est. Cost $3.93 Unrealized
LYG Lloyds Banking Group PLC ADR 0.0%
Value ($000) $10 Shares 3,490 Est. Cost $3.00 Unrealized
Pioneer High Income 0.0%
Value ($000) $10 Shares 1,100 Est. Cost $9.09 Unrealized
CAH Cardinal Health Inc 0.0%
Value ($000) $10 Shares 219 Est. Cost $56.11 Unrealized -32.0%
Pioneer Natural Resources Co 0.0%
Value ($000) $9 Shares 56 Est. Cost $161.03 Unrealized
FNY First Trust Mid Cap Growth Alp 0.0%
Value ($000) $9 Shares 199 Est. Cost $45.23 Unrealized
NI Nisource Inc 0.0%
Value ($000) $9 Shares 323 Est. Cost $12.59 Unrealized +79.8%
AGI Alamos Gold Inc 0.0%
Value ($000) $9 Shares 1,473 Est. Cost $3.39 Unrealized +38.8%
WHR Whirlpool Corp 0.0%
Value ($000) $9 Shares 65 Est. Cost $150.54 Unrealized -10.9%
FTCS First Trust Capital Strength E 0.0%
Value ($000) $9 Shares 164 Est. Cost $54.88 Unrealized
OLED Universal Display Corp 0.0%
Value ($000) $9 Shares 50 Est. Cost $97.45 Unrealized +62.3%
FYC First Trust Small Cap Gr Alpha 0.0%
Value ($000) $9 Shares 195 Est. Cost $46.15 Unrealized
ALLE Allegion PLC 0.0%
Value ($000) $9 Shares 83 Est. Cost $91.91 Unrealized 0.0%
AerCap Holdings NV 0.0%
Value ($000) $9 Shares 171 Est. Cost $48.25 Unrealized
OSK Oshkosh Corp 0.0%
Value ($000) $9 Shares 112 Est. Cost $65.68 Unrealized +7.4%
JCI Johnson Controls International 0.0%
Value ($000) $9 Shares 208 Est. Cost $29.70 Unrealized +12.4%
IJJ iShares S&P Mid-Cap 400 Value 0.0%
Value ($000) $9 Shares 56 Est. Cost $120.61 Unrealized
PPG PPG Industries Inc 0.0%
Value ($000) $9 Shares 75 Est. Cost $91.41 Unrealized +9.8%
ETFMG Prime Cyber Security ETF 0.0%
Value ($000) $9 Shares 236 Est. Cost $33.05 Unrealized
Concho Resources Inc 0.0%
Value ($000) $9 Shares 88 Est. Cost $102.27 Unrealized
QQEW First Trust NASDAQ-100 Equal W 0.0%
Value ($000) $9 Shares 142 Est. Cost $63.38 Unrealized
VOYA Voya Financial Inc 0.0%
Value ($000) $8 Shares 140 Est. Cost $40.21 Unrealized +19.8%
ROBO Robo Global Robotics&Automatio 0.0%
Value ($000) $8 Shares 190 Est. Cost $36.84 Unrealized
IEP Icahn Enterprises LP 0.0%
Value ($000) $8 Shares 109 Est. Cost $95.78 Unrealized
MET MetLife Inc 0.0%
Value ($000) $8 Shares 164 Est. Cost $28.00 Unrealized +34.3%
SLB Schlumberger NV 0.0%
Value ($000) $8 Shares 190 Est. Cost $59.78 Unrealized -43.7%
Two Harbors Investment Corp 0.0%
Value ($000) $8 Shares 599 Est. Cost $14.47 Unrealized
SONY Sony Corp ADR 0.0%
Value ($000) $8 Shares 158 Est. Cost $50.83 Unrealized
SKYY First Trust ISE Cloud Computin 0.0%
Value ($000) $8 Shares 146 Est. Cost $41.10 Unrealized
SCZ iShares MSCI EAFE Small-Cap 0.0%
Value ($000) $8 Shares 141 Est. Cost $50.81 Unrealized
BlackRock Municipal 2030 Targe 0.0%
Value ($000) $8 Shares 325 Est. Cost $21.54 Unrealized
FDL First Trust Morningstar Div Le 0.0%
Value ($000) $7 Shares 227 Est. Cost $30.84 Unrealized
DXC DXC Technology Co. 0.0%
Value ($000) $7 Shares 135 Est. Cost $72.01 Unrealized -22.4%
GALT Galectin Therapeutics Inc 0.0%
Value ($000) $7 Shares 1,799 Est. Cost $4.33 Unrealized 0.0%
BIO Bio-Rad Laboratories Inc 0.0%
Value ($000) $7 Shares 23 Est. Cost $237.96 Unrealized +25.8%
Hess Corp 0.0%
Value ($000) $7 Shares 114 Est. Cost $54.85 Unrealized
UA Under Armour Inc Class C 0.0%
Value ($000) $7 Shares 298 Est. Cost $23.60 Unrealized -11.9%
Opko Health Inc. 0.0%
Value ($000) $7 Shares 2,825 Est. Cost $9.91 Unrealized
SNN Smith & Nephew PLC ADR 0.0%
Value ($000) $7 Shares 150 Est. Cost $36.58 Unrealized
Liberty Media Corp Series A 0.0%
Value ($000) $7 Shares 194 Est. Cost $36.08 Unrealized
NTR Nutrien Ltd 0.0%
Value ($000) $7 Shares 139 Est. Cost $39.71 Unrealized +4.9%
GIB CGI Inc A 0.0%
Value ($000) $7 Shares 97 Est. Cost $65.67 Unrealized +10.1%
FDS FactSet Research Systems, Inc. 0.0%
Value ($000) $6 Shares 21 Est. Cost $205.44 Unrealized +26.4%
NXPI NXP Semiconductors NV 0.0%
Value ($000) $6 Shares 58 Est. Cost $70.60 Unrealized +23.1%
NFG National Fuel Gas Co 0.0%
Value ($000) $6 Shares 123 Est. Cost $52.50 Unrealized +8.4%
BHP Billiton PLC ADR 0.0%
Value ($000) $6 Shares 117 Est. Cost $42.09 Unrealized
CX Cemex SAB de CV ADR 0.0%
Value ($000) $6 Shares 1,429 Est. Cost $10.00 Unrealized
HSBC HSBC Holdings PLC ADR 0.0%
Value ($000) $6 Shares 133 Est. Cost $44.52 Unrealized
RELX RELX PLC ADR 0.0%
Value ($000) $6 Shares 250 Est. Cost $20.00 Unrealized
SMFG Sumitomo Mitsui Financial Grou 0.0%
Value ($000) $6 Shares 786 Est. Cost $7.52 Unrealized
TM Toyota Motor Corp ADR 0.0%
Value ($000) $6 Shares 52 Est. Cost $130.90 Unrealized
ACHC Acadia Healthcare Co Inc 0.0%
Value ($000) $6 Shares 164 Est. Cost $39.44 Unrealized -18.0%
ADC Agree Realty Corp 0.0%
Value ($000) $6 Shares 100 Est. Cost $50.00 Unrealized
DCH American Axle & Mfg Holdings I 0.0%
Value ($000) $6 Shares 450 Est. Cost $15.88 Unrealized -18.0%
Arena Pharmaceuticals Inc 0.0%
Value ($000) $6 Shares 105 Est. Cost $19.60 Unrealized
IVZ Invesco Ltd 0.0%
Value ($000) $6 Shares 316 Est. Cost $15.19 Unrealized 0.0%
CNI Canadian National Railway Co 0.0%
Value ($000) $6 Shares 66 Est. Cost $56.70 Unrealized +42.9%
HRL Hormel Foods Corp 0.0%
Value ($000) $6 Shares 150 Est. Cost $33.93 Unrealized 0.0%
HLT Hilton Worldwide Holdings Inc 0.0%
Value ($000) $6 Shares 66 Est. Cost $76.73 Unrealized +16.2%
PSA Public Storage 0.0%
Value ($000) $6 Shares 25 Est. Cost $173.84 Unrealized 0.0%
Qurate Retail Group Inc 0.0%
Value ($000) $6 Shares 498 Est. Cost $17.08 Unrealized
HAL Halliburton Co 0.0%
Value ($000) $6 Shares 280 Est. Cost $34.53 Unrealized -34.3%
SUI Sun Communities Inc 0.0%
Value ($000) $6 Shares 44 Est. Cost $108.22 Unrealized
ELS Equity Lifestyle Properties In 0.0%
Value ($000) $6 Shares 46 Est. Cost $98.54 Unrealized
WMB Williams Companies Inc 0.0%
Value ($000) $6 Shares 220 Est. Cost $19.69 Unrealized -2.6%
EWBC East West Bancorp Inc 0.0%
Value ($000) $6 Shares 124 Est. Cost $41.77 Unrealized -3.6%
CMI Cummins Inc 0.0%
Value ($000) $6 Shares 38 Est. Cost $116.99 Unrealized +18.1%
PGX Invesco Preferred ETF 0.0%
Value ($000) $6 Shares 405 Est. Cost $13.94 Unrealized
CMP Compass Minerals International 0.0%
Value ($000) $6 Shares 101 Est. Cost $42.46 Unrealized +10.7%
iShares Floating Rate Bond 0.0%
Value ($000) $6 Shares 114 Est. Cost $52.63 Unrealized
RLI RLI Corp 0.0%
Value ($000) $5 Shares 60 Est. Cost $23.43 Unrealized +40.5%
Xerox Corporation 0.0%
Value ($000) $5 Shares 153 Est. Cost $29.23 Unrealized
FIVN Five9 Inc 0.0%
Value ($000) $5 Shares 106 Est. Cost $27.39 Unrealized +85.3%
WAB Westinghouse Air Brake Technol 0.0%
Value ($000) $5 Shares 74 Est. Cost $69.17 Unrealized -1.5%
ORANY Orange ADR 0.0%
Value ($000) $5 Shares 349 Est. Cost $17.21 Unrealized
NEU NewMarket Corp 0.0%
Value ($000) $5 Shares 12 Est. Cost $338.33 Unrealized +6.5%
CFR Cullen/Frost Bankers Inc 0.0%
Value ($000) $5 Shares 50 Est. Cost $89.60 Unrealized -11.0%
UBS UBS Group AG 0.0%
Value ($000) $5 Shares 418 Est. Cost $18.66 Unrealized -34.3%
DELL Dell Inc 0.0%
Value ($000) $5 Shares 99 Est. Cost $25.10 Unrealized +14.0%
LIT Global X Lithium & Battery Tec 0.0%
Value ($000) $5 Shares 206 Est. Cost $38.83 Unrealized
PRGO Perrigo Co PLC 0.0%
Value ($000) $5 Shares 100 Est. Cost $131.27 Unrealized -63.7%
HRTX Heron Therapeutics Inc 0.0%
Value ($000) $5 Shares 250 Est. Cost $22.35 Unrealized -10.6%
TAK Takeda Pharmaceutical Co Ltd A 0.0%
Value ($000) $5 Shares 294 Est. Cost $21.22 Unrealized
WPM Wheaton Precious Metals Corp 0.0%
Value ($000) $5 Shares 200 Est. Cost $18.25 Unrealized +12.5%
COR AmerisourceBergen Corp 0.0%
Value ($000) $5 Shares 63 Est. Cost $63.19 Unrealized 0.0%
KEYS Keysight Technologies Inc 0.0%
Value ($000) $5 Shares 51 Est. Cost $62.05 Unrealized +36.8%
Micro Focus International PLC 0.0%
Value ($000) $5 Shares 179 Est. Cost $27.93 Unrealized
VTR Ventas Inc 0.0%
Value ($000) $5 Shares 74 Est. Cost $48.82 Unrealized 0.0%
BOKF BOK Financial Corp 0.0%
Value ($000) $5 Shares 61 Est. Cost $82.42 Unrealized -17.5%
Stericycle Inc 0.0%
Value ($000) $5 Shares 100 Est. Cost $70.16 Unrealized
US Ecology Inc 0.0%
Value ($000) $5 Shares 92 Est. Cost $43.48 Unrealized
Spartan Motors 0.0%
Value ($000) $5 Shares 415 Est. Cost $4.85 Unrealized
INGR Ingredion Inc 0.0%
Value ($000) $5 Shares 57 Est. Cost $85.99 Unrealized 0.0%
MUFG Mitsubishi UFJ Financial Group 0.0%
Value ($000) $4 Shares 797 Est. Cost $5.34 Unrealized
NICE NICE-Systems Ltd ADR 0.0%
Value ($000) $4 Shares 26 Est. Cost $95.93 Unrealized
MMSI Merit Medical Systems, Inc 0.0%
Value ($000) $4 Shares 69 Est. Cost $45.28 Unrealized +26.6%
MBUU Malibu Boats Inc Class A 0.0%
Value ($000) $4 Shares 111 Est. Cost $32.54 Unrealized +22.0%
CAG Conagra Brands Inc 0.0%
Value ($000) $4 Shares 166 Est. Cost $26.48 Unrealized -16.1%
EEMV iSHARES MSCI Emerging Markets 0.0%
Value ($000) $4 Shares 63 Est. Cost $63.49 Unrealized
BIDU Baidu Inc ADR 0.0%
Value ($000) $4 Shares 35 Est. Cost $171.94 Unrealized
STWD Starwood Ppty Tr Inc 0.0%
Value ($000) $4 Shares 191 Est. Cost $20.94 Unrealized
CTRA Cabot Oil & Gas Corp Class A 0.0%
Value ($000) $4 Shares 192 Est. Cost $18.97 Unrealized 0.0%
TTWO Take-Two Interactive Software 0.0%
Value ($000) $4 Shares 34 Est. Cost $109.79 Unrealized -6.3%
CPRT Copart Inc 0.0%
Value ($000) $4 Shares 60 Est. Cost $9.73 Unrealized +76.3%
CDNS Cadence Design Systems Inc 0.0%
Value ($000) $4 Shares 61 Est. Cost $40.99 Unrealized +63.1%
CCK Crown Holdings Inc 0.0%
Value ($000) $4 Shares 71 Est. Cost $42.50 Unrealized +30.3%
BLBD Blue Bird Corp 0.0%
Value ($000) $4 Shares 202 Est. Cost $10.89 Unrealized +68.2%
SU Suncor Energy Inc 0.0%
Value ($000) $4 Shares 130 Est. Cost $24.59 Unrealized 0.0%
SPDR S&P 600 Small Cap Value E 0.0%
Value ($000) $4 Shares 66 Est. Cost $60.61 Unrealized
MU Micron Technology Inc 0.0%
Value ($000) $4 Shares 105 Est. Cost $49.08 Unrealized -24.2%
IXUS iShares Core MSCI Total Intl S 0.0%
Value ($000) $4 Shares 75 Est. Cost $53.33 Unrealized
Versum Materials Inc 0.0%
Value ($000) $4 Shares 87 Est. Cost $31.82 Unrealized
GTX Garrett Motion Inc 0.0%
Value ($000) $4 Shares 275 Est. Cost $14.87 Unrealized +14.2%
TS Tenaris SA 0.0%
Value ($000) $4 Shares 150 Est. Cost $33.07 Unrealized
VOD Vodafone Group PLC ADR 0.0%
Value ($000) $4 Shares 242 Est. Cost $28.99 Unrealized
TDG TransDigm Group Inc 0.0%
Value ($000) $3 Shares 7 Est. Cost $245.26 Unrealized +41.6%
MTN Vail Resorts Inc 0.0%
Value ($000) $3 Shares 13 Est. Cost $218.90 Unrealized +1.5%
WH Wyndham Hotels & Resorts Inc 0.0%
Value ($000) $3 Shares 48 Est. Cost $55.08 Unrealized -0.7%
UNF UniFirst Corp 0.0%
Value ($000) $3 Shares 18 Est. Cost $153.53 Unrealized +1.1%
BEN Franklin Resources Inc 0.0%
Value ($000) $3 Shares 96 Est. Cost $24.66 Unrealized 0.0%
TKR Timken Co 0.0%
Value ($000) $3 Shares 53 Est. Cost $48.13 Unrealized -0.7%
GMED Globus Medical Inc Class A 0.0%
Value ($000) $3 Shares 76 Est. Cost $43.09 Unrealized +0.8%
GPRE Green Plains Inc 0.0%
Value ($000) $3 Shares 239 Est. Cost $13.32 Unrealized +11.6%
STT State Street Corp 0.0%
Value ($000) $3 Shares 59 Est. Cost $47.53 Unrealized +5.2%
ONEQ Fidelity Nasdaq Composite Indx 0.0%
Value ($000) $3 Shares 10 Est. Cost $300.00 Unrealized
SILC Silicom Ltd 0.0%
Value ($000) $3 Shares 108 Est. Cost $53.15 Unrealized -37.9%
FTSM First Trust Enhanced Short Mat 0.0%
Value ($000) $3 Shares 46 Est. Cost $65.22 Unrealized
Shutterfly, Inc. 0.0%
Value ($000) $3 Shares 62 Est. Cost $96.77 Unrealized
SHOP Shopify Inc A 0.0%
Value ($000) $3 Shares 10 Est. Cost $26.03 Unrealized 0.0%
Hanesbrands Inc 0.0%
Value ($000) $3 Shares 192 Est. Cost $35.17 Unrealized
ROK Rockwell Automation Inc 0.0%
Value ($000) $3 Shares 17 Est. Cost $153.41 Unrealized -2.3%
Covetrus Inc 0.0%
Value ($000) $3 Shares 132 Est. Cost $30.30 Unrealized
IEX IDEX Corp 0.0%
Value ($000) $3 Shares 18 Est. Cost $45.08 Unrealized +221.2%
ON ON Semiconductor Corp 0.0%
Value ($000) $3 Shares 156 Est. Cost $20.64 Unrealized +0.1%
CNC Centene Corp 0.0%
Value ($000) $3 Shares 60 Est. Cost $51.46 Unrealized +4.9%
CLNE Clean Energy Fuels Corp 0.0%
Value ($000) $3 Shares 1,000 Est. Cost $12.52 Unrealized -76.8%
BBY Best Buy Co Inc 0.0%
Value ($000) $3 Shares 45 Est. Cost $49.67 Unrealized +8.4%
BANR Banner Corp 0.0%
Value ($000) $3 Shares 48 Est. Cost $41.73 Unrealized -0.1%
ACLS Axcelis Technologies Inc 0.0%
Value ($000) $3 Shares 228 Est. Cost $31.47 Unrealized -43.2%
VOX Vanguard Telecommunication Ser 0.0%
Value ($000) $3 Shares 34 Est. Cost $88.75 Unrealized
Alexion Pharmaceuticals Inc 0.0%
Value ($000) $3 Shares 25 Est. Cost $116.21 Unrealized
VNQ Vanguard Real Estate ETF 0.0%
Value ($000) $3 Shares 37 Est. Cost $74.06 Unrealized
AAP Advance Auto Parts Inc 0.0%
Value ($000) $3 Shares 17 Est. Cost $142.80 Unrealized +0.1%
MCK McKesson Corp 0.0%
Value ($000) $3 Shares 26 Est. Cost $118.84 Unrealized 0.0%
MINT PIMCO Enhanced Short Maturity 0.0%
Value ($000) $3 Shares 28 Est. Cost $107.14 Unrealized
WDC Western Digital Corp 0.0%
Value ($000) $3 Shares 60 Est. Cost $41.89 Unrealized -21.8%
Sothebys Class A 0.0%
Value ($000) $2 Shares 28 Est. Cost $35.71 Unrealized
South State Corp 0.0%
Value ($000) $2 Shares 26 Est. Cost $76.92 Unrealized
ITGR Integer Holdings Corp 0.0%
Value ($000) $2 Shares 28 Est. Cost $50.36 Unrealized +48.7%
ZBRA Zebra Technologies Corp 0.0%
Value ($000) $2 Shares 10 Est. Cost $201.62 Unrealized 0.0%
IART Integra Lifesciences Holdings 0.0%
Value ($000) $2 Shares 31 Est. Cost $52.42 Unrealized -1.8%
COKE Coca-Cola Bottling Co Consolid 0.0%
Value ($000) $2 Shares 8 Est. Cost $29.73 Unrealized 0.0%
SS&C Technologies Holdings Inc 0.0%
Value ($000) $2 Shares 42 Est. Cost $47.62 Unrealized
Interpublic Group of Companies 0.0%
Value ($000) $2 Shares 99 Est. Cost $16.83 Unrealized +1.0%
ESTC Elastic NV 0.0%
Value ($000) $2 Shares 21 Est. Cost $81.63 Unrealized 0.0%
CNK Cinemark Holdings Inc 0.0%
Value ($000) $2 Shares 48 Est. Cost $34.51 Unrealized +8.5%
FUL H.B. Fuller Company 0.0%
Value ($000) $2 Shares 38 Est. Cost $46.76 Unrealized -9.6%
DBI Designer Brands Inc 0.0%
Value ($000) $2 Shares 109 Est. Cost $17.23 Unrealized 0.0%
OKTA Okta Inc A 0.0%
Value ($000) $2 Shares 15 Est. Cost $67.90 Unrealized +59.8%
Bunge Ltd 0.0%
Value ($000) $2 Shares 40 Est. Cost $50.00 Unrealized
Brookline Bancorp Inc 0.0%
Value ($000) $2 Shares 137 Est. Cost $14.60 Unrealized
GrubHub Inc 0.0%
Value ($000) $2 Shares 28 Est. Cost $76.53 Unrealized
BMRN Biomarin Pharmaceutical Inc 0.0%
Value ($000) $2 Shares 26 Est. Cost $91.58 Unrealized -6.6%
FE FirstEnergy Corp 0.0%
Value ($000) $2 Shares 45 Est. Cost $32.05 Unrealized 0.0%
FNDC Schwab Fundamental Intl Sm Co 0.0%
Value ($000) $2 Shares 64 Est. Cost $31.25 Unrealized
Wyndham Destinations Inc 0.0%
Value ($000) $2 Shares 48 Est. Cost $69.59 Unrealized
Aptiv PLC 0.0%
Value ($000) $2 Shares 25 Est. Cost $84.95 Unrealized
Lions Gate Entertainment Corp 0.0%
Value ($000) $2 Shares 200 Est. Cost $25.00 Unrealized
Lions Gate Entertainment Corp 0.0%
Value ($000) $2 Shares 200 Est. Cost $25.00 Unrealized
E Trade Financial Corp 0.0%
Value ($000) $2 Shares 37 Est. Cost $45.61 Unrealized
Albireo Pharma Inc 0.0%
Value ($000) $2 Shares 49 Est. Cost $20.41 Unrealized
EVR Evercore Partners Inc 0.0%
Value ($000) $2 Shares 22 Est. Cost $79.15 Unrealized -3.1%
ASIX AdvanSix Inc 0.0%
Value ($000) $2 Shares 68 Est. Cost $18.54 Unrealized +38.2%
WestRock Co 0.0%
Value ($000) $2 Shares 54 Est. Cost $50.16 Unrealized
MCO Moody's Corporation 0.0%
Value ($000) $2 Shares 8 Est. Cost $179.45 Unrealized 0.0%
JPST JPMorgan Ultra-Short Income ET 0.0%
Value ($000) $2 Shares 39 Est. Cost $51.28 Unrealized
SJT San Juan Basin Royalty Trust 0.0%
Value ($000) $2 Shares 500 Est. Cost $4.00 Unrealized
XLB Materials Select Sector SPDR E 0.0%
Value ($000) $2 Shares 30 Est. Cost $49.81 Unrealized
Perspecta Inc Ordinary 0.0%
Value ($000) $2 Shares 67 Est. Cost $19.46 Unrealized
Resonant Inc 0.0%
Value ($000) $2 Shares 1,000 Est. Cost $3.00 Unrealized
VMware Inc 0.0%
Value ($000) $2 Shares 11 Est. Cost $129.75 Unrealized
MKSI MKS Instruments Inc 0.0%
Value ($000) $2 Shares 20 Est. Cost $103.13 Unrealized -22.2%
Intrepid Potash Inc 0.0%
Value ($000) $1 Shares 250 Est. Cost $2.00 Unrealized
VNQI Vanguard Global ex-US Real Est 0.0%
Value ($000) $1 Shares 21 Est. Cost $47.62 Unrealized
CENTA Central Garden & Pet Company A 0.0%
Value ($000) $1 Shares 54 Est. Cost $30.05 Unrealized -33.1%
CF CF Industries Holdings Inc 0.0%
Value ($000) $1 Shares 31 Est. Cost $36.85 Unrealized 0.0%
VREX Varex Imaging Corp 0.0%
Value ($000) $1 Shares 40 Est. Cost $25.40 Unrealized +20.1%
CBRL Cracker Barrel Old Country Sto 0.0%
Value ($000) $1 Shares 5 Est. Cost $115.31 Unrealized +8.8%
HEXO Corp 0.0%
Value ($000) $1 Shares 200 Est. Cost $5.00 Unrealized
Chico's FAS Inc 0.0%
Value ($000) $1 Shares 404 Est. Cost $17.41 Unrealized
TEVA Teva Pharmaceutical Industries 0.0%
Value ($000) $1 Shares 137 Est. Cost $36.78 Unrealized
USIG iShares Broad USD Invm Grd Cor 0.0%
Value ($000) $1 Shares 9 Est. Cost $111.11 Unrealized
Alteryx Inc A 0.0%
Value ($000) $1 Shares 10 Est. Cost $100.00 Unrealized
LogMeIn Inc 0.0%
Value ($000) $1 Shares 17 Est. Cost $117.65 Unrealized
DBC Invesco DB Commodity Index Tra 0.0%
Value ($000) $1 Shares 35 Est. Cost $28.57 Unrealized
TDOC Teladoc Inc 0.0%
Value ($000) $1 Shares 15 Est. Cost $61.05 Unrealized -4.5%
Bellicum Pharmaceuticals Inc 0.0%
Value ($000) $1 Shares 350 Est. Cost $11.43 Unrealized
OSUR OraSure Technologies Inc 0.0%
Value ($000) $1 Shares 150 Est. Cost $10.34 Unrealized -11.0%
CC The Chemours Co 0.0%
Value ($000) $1 Shares 40 Est. Cost $7.27 Unrealized +206.9%
LYFT Lyft Inc Class A 0.0%
Value ($000) $1 Shares 13 Est. Cost $60.12 Unrealized 0.0%
AVNS Avanos Medical Inc 0.0%
Value ($000) $1 Shares 24 Est. Cost $64.35 Unrealized -33.5%
NTNX Nutanix Inc. 0.0%
Value ($000) $1 Shares 49 Est. Cost $41.29 Unrealized -15.6%
HOPE Hope Bancorp Inc 0.0%
Value ($000) $1 Shares 105 Est. Cost $18.53 Unrealized -26.4%
MC Moelis & Company Class A 0.0%
Value ($000) $1 Shares 28 Est. Cost $28.96 Unrealized -20.6%
CenturyLink Inc 0.0%
Value ($000) $1 Shares 77 Est. Cost $12.44 Unrealized
ECC Eagle Point Credit Co LLC 0.0%
Value ($000) $0 Shares 23 Est. Cost $20.27 Unrealized
Frontier Communications Corp C 0.0%
Value ($000) $0 Shares 23 Est. Cost $1.14 Unrealized
APPN Appian Corp A 0.0%
Value ($000) $0 Shares 10 Est. Cost $31.00 Unrealized +10.4%
Aphria Inc 0.0%
Value ($000) $0 Shares 7 Est. Cost Unrealized
Tiffany & Co 0.0%
Value ($000) $0 Shares 5 Est. Cost $100.00 Unrealized
Cohen & Steers Infrastructure 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
USHY iShares Broad USD High Yield C 0.0%
Value ($000) $0 Shares 3 Est. Cost Unrealized
PTC PTC Inc 0.0%
Value ($000) $0 Shares 4 Est. Cost $72.94 Unrealized +22.9%
MNKD MannKind Corp 0.0%
Value ($000) $0 Shares 200 Est. Cost $2.62 Unrealized -47.3%
MREO Mereo BioPharma Group PLC ADR 0.0%
Value ($000) $0 Shares 48 Est. Cost Unrealized
HL Hecla Mining Co 0.0%
Value ($000) $0 Shares 6 Est. Cost $5.54 Unrealized -68.1%
VMBS Vanguard Mortgage-Backed Secur 0.0%
Value ($000) $0 Shares 6 Est. Cost Unrealized
CRON Cronos Group Inc 0.0%
Value ($000) $0 Shares 5 Est. Cost $18.77 Unrealized -14.0%
GOVT iShares Core US Treasury Bond 0.0%
Value ($000) $0 Shares 18 Est. Cost Unrealized
Tilray Inc 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
Cincinnati Bell Inc 0.0%
Value ($000) $0 Shares 36 Est. Cost $27.78 Unrealized
Durect Corp 0.0%
Value ($000) $0 Shares 676 Est. Cost $1.48 Unrealized
Titan Medical Inc 0.0%
Value ($000) $0 Shares 66 Est. Cost $8.62 Unrealized
RIOT Riot Blockchain 0.0%
Value ($000) $0 Shares 1 Est. Cost $14.03 Unrealized -71.8%
SVVC Firsthand Technology Value Fun 0.0%
Value ($000) $0 Shares 20 Est. Cost $20.79 Unrealized -47.4%
LEN/B Lennar Corp Cl B 0.0%
Value ($000) $0 Shares 8 Est. Cost $41.52 Unrealized -14.9%