Plante Moran Financial Advisors, LLC Diversified Active

CIK: 0001424717 · Show all filings

Period: Q1 2020 (← Previous) (Next →)

Filing Date: May 7, 2020

Total Value ($000): $218,565 (100.0% shares, 0.0% debt)

Holdings (757)

PEP PEPSICO INC COM 21.8%
Value ($000) $47,754 Shares 397,615 Est. Cost $87.21 Unrealized +29.3%
SYK STRYKER CORP COM 8.9%
Value ($000) $19,501 Shares 117,129 Est. Cost $138.33 Unrealized +32.5%
YUM YUM BRANDS INC COM 6.5%
Value ($000) $14,128 Shares 206,159 Est. Cost $72.57 Unrealized +15.2%
YUMC YUM CHINA HLDGS INC COM 4.0%
Value ($000) $8,723 Shares 204,628 Est. Cost $36.00 Unrealized +23.9%
SPY SPDR S&P 500 ETF 3.7%
Value ($000) $8,021 Shares 31,121 Est. Cost $215.58 Unrealized
AAPL APPLE INC COM 3.3%
Value ($000) $7,204 Shares 28,330 Est. Cost $27.40 Unrealized +159.4%
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 2.7%
Value ($000) $5,984 Shares 22 Est. Cost $318419.16 Unrealized +0.1%
MSFT MICROSOFT CORP COM 2.4%
Value ($000) $5,313 Shares 33,688 Est. Cost $61.12 Unrealized +155.8%
IVV ISHARES CORE S&P 500 ETF 1.9%
Value ($000) $4,083 Shares 15,800 Est. Cost $230.54 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 1.5%
Value ($000) $3,175 Shares 17,364 Est. Cost $155.86 Unrealized +36.4%
NOC NORTHROP GRUMMAN CORP COM 1.1%
Value ($000) $2,374 Shares 7,846 Est. Cost $315.40 Unrealized +0.0%
VOO VANGUARD S&P 500 ETF 1.0%
Value ($000) $2,294 Shares 9,686 Est. Cost $217.92 Unrealized
VUG VANGUARD GROWTH INDEX FUND 1.0%
Value ($000) $2,282 Shares 14,565 Est. Cost $119.72 Unrealized
GLD SPDR GOLD SHARES 1.0%
Value ($000) $2,102 Shares 14,201 Est. Cost $132.81 Unrealized
SCHB SCHWAB U.S. BROAD MARKET ETF 0.9%
Value ($000) $2,021 Shares 33,439 Est. Cost $70.88 Unrealized
XOM EXXON MOBIL CORP COM 0.9%
Value ($000) $1,897 Shares 49,953 Est. Cost $55.05 Unrealized -23.5%
JNJ JOHNSON & JOHNSON COM 0.9%
Value ($000) $1,858 Shares 14,165 Est. Cost $76.12 Unrealized +57.8%
DTE DTE ENERGY CO COM 0.8%
Value ($000) $1,815 Shares 19,111 Est. Cost $70.92 Unrealized +17.0%
GL GLOBE LIFE INC COM 0.8%
Value ($000) $1,670 Shares 23,200 Est. Cost $94.69 Unrealized -5.3%
PG PROCTER AND GAMBLE CO COM 0.7%
Value ($000) $1,505 Shares 13,682 Est. Cost $69.04 Unrealized +50.4%
V VISA INC COM CL A 0.7%
Value ($000) $1,501 Shares 9,313 Est. Cost $80.34 Unrealized +124.9%
AMZN AMAZON COM INC COM 0.7%
Value ($000) $1,490 Shares 764 Est. Cost $71.00 Unrealized +36.3%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.7%
Value ($000) $1,485 Shares 9,855 Est. Cost $111.71 Unrealized
BF/B BROWN FORMAN CORP CL B 0.6%
Value ($000) $1,238 Shares 22,308 Est. Cost $33.57 Unrealized +72.3%
GOOG ALPHABET INC CAP STK CL C 0.6%
Value ($000) $1,224 Shares 1,053 Est. Cost $39.59 Unrealized +70.1%
GOOGL ALPHABET INC CAP STK CL A 0.6%
Value ($000) $1,215 Shares 1,046 Est. Cost $51.21 Unrealized +31.3%
INTC INTEL CORP COM 0.5%
Value ($000) $1,150 Shares 21,257 Est. Cost $24.19 Unrealized +116.3%
HD HOME DEPOT INC COM 0.5%
Value ($000) $1,076 Shares 5,762 Est. Cost $107.96 Unrealized +76.1%
IWM ISHARES RUSSELL 2000 ETF 0.5%
Value ($000) $1,070 Shares 9,345 Est. Cost $135.41 Unrealized
JPM JPMORGAN CHASE & CO COM 0.5%
Value ($000) $1,042 Shares 11,569 Est. Cost $66.38 Unrealized +56.1%
PFE PFIZER INC COM 0.5%
Value ($000) $1,017 Shares 31,167 Est. Cost $21.70 Unrealized +19.0%
VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND 0.5%
Value ($000) $1,012 Shares 9,790 Est. Cost $87.42 Unrealized
VBK VANGUARD SMALL-CAP GROWTH INDEX FUND 0.5%
Value ($000) $1,010 Shares 6,721 Est. Cost $143.27 Unrealized
SDY SPDR S&P DIVIDEND ETF 0.5%
Value ($000) $988 Shares 12,371 Est. Cost $80.89 Unrealized
IJH ISHARES S&P MIDCAP FUND 0.4%
Value ($000) $952 Shares 6,616 Est. Cost $140.14 Unrealized
SLV ISHARES SILVER TRUST 0.4%
Value ($000) $890 Shares 68,232 Est. Cost $13.18 Unrealized
ABT ABBOTT LABS COM 0.4%
Value ($000) $868 Shares 10,994 Est. Cost $35.68 Unrealized +111.1%
ADP AUTOMATIC DATA PROCESSING INC COM 0.4%
Value ($000) $849 Shares 6,209 Est. Cost $64.67 Unrealized +119.5%
OEF ISHARES S&P 100 ETF 0.4%
Value ($000) $842 Shares 7,102 Est. Cost $90.01 Unrealized
ABBV ABBVIE INC COM 0.4%
Value ($000) $816 Shares 10,707 Est. Cost $38.60 Unrealized +74.1%
TD TORONTO DOMINION BK ONT COM NEW 0.4%
Value ($000) $800 Shares 18,862 Est. Cost $46.81 Unrealized +9.6%
IWR ISHARES RUSSELL MID-CAP ETF 0.4%
Value ($000) $781 Shares 18,080 Est. Cost $70.07 Unrealized
CVX CHEVRON CORP NEW COM 0.4%
Value ($000) $767 Shares 10,590 Est. Cost $77.83 Unrealized -2.3%
PRF INVESCO FTSE RAFI US 1000 ETF 0.3%
Value ($000) $726 Shares 7,857 Est. Cost $114.16 Unrealized
VGT VANGUARD INFORMATION TECHNOLOGY INDEX FUND 0.3%
Value ($000) $701 Shares 3,306 Est. Cost $174.25 Unrealized
BF/A BROWN FORMAN CORP CL A 0.3%
Value ($000) $689 Shares 13,404 Est. Cost $21.59 Unrealized +150.3%
JBLU JETBLUE AWYS CORP COM 0.3%
Value ($000) $667 Shares 74,485 Est. Cost $19.81 Unrealized -16.3%
NEOG NEOGEN CORP COM 0.3%
Value ($000) $655 Shares 9,784 Est. Cost $18.75 Unrealized +75.0%
EFA ISHARES MSCI EAFE ETF 0.3%
Value ($000) $640 Shares 11,975 Est. Cost $63.12 Unrealized
MRK MERCK & CO INC COM 0.3%
Value ($000) $639 Shares 8,310 Est. Cost $48.89 Unrealized +33.1%
VTI VANGUARD TOTAL STOCK MARKET INDEX FUND 0.3%
Value ($000) $628 Shares 4,875 Est. Cost $144.54 Unrealized
NEE NEXTERA ENERGY INC COM 0.3%
Value ($000) $625 Shares 2,598 Est. Cost $27.54 Unrealized +97.1%
MMM 3M CO COM 0.3%
Value ($000) $610 Shares 4,472 Est. Cost $88.72 Unrealized +19.4%
DIS DISNEY WALT CO COM DISNEY 0.3%
Value ($000) $587 Shares 6,076 Est. Cost $94.49 Unrealized +30.7%
MA MASTERCARD INC CL A 0.3%
Value ($000) $568 Shares 2,353 Est. Cost $147.74 Unrealized +94.8%
AMGN AMGEN INC COM 0.3%
Value ($000) $566 Shares 2,792 Est. Cost $150.64 Unrealized +21.0%
COST COSTCO WHSL CORP NEW COM 0.3%
Value ($000) $562 Shares 1,970 Est. Cost $157.42 Unrealized +76.5%
IBM INTERNATIONAL BUSINESS MACHS COM 0.3%
Value ($000) $560 Shares 5,048 Est. Cost $110.77 Unrealized -11.3%
PRA PROASSURANCE CORP COM 0.3%
Value ($000) $552 Shares 22,090 Est. Cost $38.33 Unrealized -21.3%
WMT WALMART INC COM 0.2%
Value ($000) $543 Shares 4,778 Est. Cost $23.09 Unrealized +53.2%
IWD ISHARES RUSSELL 1000 VALUE ETF 0.2%
Value ($000) $531 Shares 5,352 Est. Cost $116.85 Unrealized
MCD MCDONALDS CORP COM 0.2%
Value ($000) $529 Shares 3,202 Est. Cost $135.35 Unrealized +27.0%
T AT&T INC COM 0.2%
Value ($000) $509 Shares 17,448 Est. Cost $13.03 Unrealized +39.4%
CMCSA COMCAST CORP NEW CL A 0.2%
Value ($000) $507 Shares 14,753 Est. Cost $26.23 Unrealized +37.4%
HON HONEYWELL INTL INC COM 0.2%
Value ($000) $487 Shares 3,637 Est. Cost $86.17 Unrealized +58.5%
SPYG SPDR PORTFOLIO S&P 500 GROWTH ETF 0.2%
Value ($000) $482 Shares 13,497 Est. Cost $41.90 Unrealized
KO COCA COLA CO COM 0.2%
Value ($000) $476 Shares 10,760 Est. Cost $32.44 Unrealized +38.7%
VZ VERIZON COMMUNICATIONS INC COM 0.2%
Value ($000) $461 Shares 8,589 Est. Cost $33.00 Unrealized +24.3%
AON AON PLC SHS CL A 0.2%
Value ($000) $454 Shares 2,750 Est. Cost $195.70 Unrealized 0.0%
BA BOEING CO COM 0.2%
Value ($000) $452 Shares 3,029 Est. Cost $323.03 Unrealized -15.5%
KELLOGG CO COM 0.2%
Value ($000) $445 Shares 7,418 Est. Cost $44.31 Unrealized +11.9%
TXN TEXAS INSTRS INC COM 0.2%
Value ($000) $433 Shares 4,338 Est. Cost $45.41 Unrealized +123.8%
FITB FIFTH THIRD BANCORP COM 0.2%
Value ($000) $432 Shares 29,063 Est. Cost $14.70 Unrealized +33.7%
UNH UNITEDHEALTH GROUP INC COM 0.2%
Value ($000) $409 Shares 1,638 Est. Cost $190.58 Unrealized +31.0%
IJR ISHARES S&P SMALL-CAP FUND 0.2%
Value ($000) $406 Shares 7,235 Est. Cost $79.94 Unrealized
MDLZ MONDELEZ INTL INC CL A 0.2%
Value ($000) $395 Shares 7,878 Est. Cost $33.02 Unrealized +41.5%
MDY SPDR S&P MIDCAP 400 ETF 0.2%
Value ($000) $378 Shares 1,437 Est. Cost $272.75 Unrealized
SHW SHERWIN WILLIAMS CO COM 0.2%
Value ($000) $366 Shares 796 Est. Cost $115.74 Unrealized +47.9%
CLX CLOROX CO DEL COM 0.2%
Value ($000) $364 Shares 2,100 Est. Cost $81.75 Unrealized +69.6%
ORCL ORACLE CORP COM 0.2%
Value ($000) $359 Shares 7,418 Est. Cost $38.28 Unrealized +24.1%
ADBE ADOBE INC COM 0.2%
Value ($000) $349 Shares 1,096 Est. Cost $180.34 Unrealized +89.7%
UUP INVESCO DB US DOLLAR INDEX BULLISH FUND 0.2%
Value ($000) $349 Shares 13,000 Est. Cost $26.85 Unrealized
PM PHILIP MORRIS INTL INC COM 0.2%
Value ($000) $347 Shares 4,753 Est. Cost $55.32 Unrealized +9.8%
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.2%
Value ($000) $333 Shares 2,886 Est. Cost $112.18 Unrealized
ETR ENTERGY CORP NEW COM 0.2%
Value ($000) $330 Shares 3,513 Est. Cost $20.16 Unrealized +136.9%
IWB ISHARES RUSSELL 1000 ETF 0.2%
Value ($000) $330 Shares 2,330 Est. Cost $141.86 Unrealized
MLM MARTIN MARIETTA MATLS INC COM 0.2%
Value ($000) $328 Shares 1,733 Est. Cost $109.87 Unrealized +109.0%
VO VANGUARD MID-CAP INDEX FUND 0.1%
Value ($000) $319 Shares 2,422 Est. Cost $132.00 Unrealized
CVS CVS HEALTH CORP COM 0.1%
Value ($000) $309 Shares 5,215 Est. Cost $56.76 Unrealized -2.6%
KMB KIMBERLY CLARK CORP COM 0.1%
Value ($000) $302 Shares 2,363 Est. Cost $79.24 Unrealized +41.5%
VBI VACCINES INC COM NEW 0.1%
Value ($000) $287 Shares 302,000 Est. Cost $1.11 Unrealized
BR BROADRIDGE FINL SOLUTIONS INC COM 0.1%
Value ($000) $269 Shares 2,838 Est. Cost $22.62 Unrealized +356.1%
IUSG ISHARES CORE S&P U.S. GROWTH ETF 0.1%
Value ($000) $268 Shares 4,689 Est. Cost $62.22 Unrealized
WYNN WYNN RESORTS LTD COM 0.1%
Value ($000) $253 Shares 4,200 Est. Cost $108.26 Unrealized 0.0%
SBUX STARBUCKS CORP COM 0.1%
Value ($000) $242 Shares 3,676 Est. Cost $47.39 Unrealized +49.8%
IWP ISHARES RUSSELL MID-CAP GROWTH ETF 0.1%
Value ($000) $238 Shares 1,960 Est. Cost $98.97 Unrealized
FMB FIRST TRUST MANAGED MUNICIPAL ETF 0.1%
Value ($000) $237 Shares 4,382 Est. Cost $55.56 Unrealized
DUK DUKE ENERGY CORP NEW COM NEW 0.1%
Value ($000) $236 Shares 2,916 Est. Cost $58.85 Unrealized +23.6%
DHR DANAHER CORPORATION COM 0.1%
Value ($000) $236 Shares 1,706 Est. Cost $70.84 Unrealized +85.3%
VTV VANGUARD VALUE INDEX FUND 0.1%
Value ($000) $235 Shares 2,644 Est. Cost $91.55 Unrealized
ATMP BARCLAYS ETN SELECT MLP ETN 0.1%
Value ($000) $235 Shares 28,585 Est. Cost $11.51 Unrealized
CSCO CISCO SYS INC COM 0.1%
Value ($000) $232 Shares 5,912 Est. Cost $21.34 Unrealized +71.9%
AMAT APPLIED MATLS INC COM 0.1%
Value ($000) $230 Shares 5,028 Est. Cost $32.17 Unrealized +69.0%
AWK AMERICAN WTR WKS CO INC NEW COM 0.1%
Value ($000) $227 Shares 1,900 Est. Cost $115.44 Unrealized 0.0%
LLY LILLY ELI & CO COM 0.1%
Value ($000) $224 Shares 1,618 Est. Cost $53.25 Unrealized +140.7%
TLT ISHARES 20 YEAR TREASURY BOND ETF 0.1%
Value ($000) $218 Shares 1,320 Est. Cost $165.11 Unrealized
UBER UBER TECHNOLOGIES INC COM 0.1%
Value ($000) $217 Shares 7,775 Est. Cost $33.24 Unrealized -1.0%
TTC TORO CO COM 0.1%
Value ($000) $215 Shares 3,301 Est. Cost $73.77 Unrealized +2.9%
VYM VANGUARD HIGH DIVIDEND YIELD ETF 0.1%
Value ($000) $214 Shares 3,027 Est. Cost $76.71 Unrealized
VTEB VANGUARD TAX-EXEMPT BOND ETF 0.1%
Value ($000) $211 Shares 3,994 Est. Cost $51.16 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.1%
Value ($000) $207 Shares 6,220 Est. Cost $41.95 Unrealized
EMR EMERSON ELEC CO COM 0.1%
Value ($000) $204 Shares 4,284 Est. Cost $47.65 Unrealized +21.2%
ECL ECOLAB INC COM 0.1%
Value ($000) $203 Shares 1,301 Est. Cost $162.56 Unrealized +8.5%
ADMA ADMA BIOLOGICS INC COM 0.1%
Value ($000) $202 Shares 70,000 Est. Cost $3.46 Unrealized 0.0%
KOP KOPPERS HOLDINGS INC COM 0.1%
Value ($000) $200 Shares 16,140 Est. Cost $24.89 Unrealized 0.0%
WFC WELLS FARGO CO NEW COM 0.1%
Value ($000) $197 Shares 6,863 Est. Cost $36.10 Unrealized +1.5%
VBR VANGUARD SMALL-CAP VALUE INDEX FUND 0.1%
Value ($000) $196 Shares 2,203 Est. Cost $119.47 Unrealized
SCHW THE CHARLES SCHWAB CORPORATION COM 0.1%
Value ($000) $196 Shares 5,821 Est. Cost $39.96 Unrealized -3.2%
BMY BRISTOL MYERS SQUIBB CO COM 0.1%
Value ($000) $196 Shares 3,522 Est. Cost $42.74 Unrealized +13.7%
CMS CMS ENERGY CORP COM 0.1%
Value ($000) $190 Shares 3,234 Est. Cost $26.41 Unrealized +103.1%
JPMORGAN ALERIAN MLP INDEX ETN 0.1%
Value ($000) $189 Shares 20,970 Est. Cost $21.82 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.1%
Value ($000) $187 Shares 2,107 Est. Cost $89.21 Unrealized
MLKN MILLER HERMAN INC COM 0.1%
Value ($000) $186 Shares 8,395 Est. Cost $23.86 Unrealized +23.4%
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.1%
Value ($000) $184 Shares 2,290 Est. Cost $51.35 Unrealized
DVY ISHARES SELECT DIVIDEND ETF 0.1%
Value ($000) $179 Shares 2,435 Est. Cost $73.72 Unrealized
PROSHARES SHORT QQQ 0.1%
Value ($000) $178 Shares 7,000 Est. Cost $25.43 Unrealized
F FORD MTR CO DEL COM 0.1%
Value ($000) $178 Shares 36,801 Est. Cost $6.96 Unrealized -18.7%
GNTX GENTEX CORP COM 0.1%
Value ($000) $177 Shares 8,000 Est. Cost $21.13 Unrealized +31.4%
GD GENERAL DYNAMICS CORP COM 0.1%
Value ($000) $176 Shares 1,331 Est. Cost $117.71 Unrealized +23.2%
TGT TARGET CORP COM 0.1%
Value ($000) $175 Shares 1,883 Est. Cost $81.90 Unrealized +16.0%
RTX UNITED TECHNOLOGIES CORP COM 0.1%
Value ($000) $174 Shares 1,848 Est. Cost $73.52 Unrealized 0.0%
IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF 0.1%
Value ($000) $174 Shares 1,264 Est. Cost $165.53 Unrealized
CTAS CINTAS CORP COM 0.1%
Value ($000) $172 Shares 995 Est. Cost $20.52 Unrealized +200.9%
JACOBS ENGR GROUP INC COM 0.1%
Value ($000) $170 Shares 2,144 Est. Cost $58.66 Unrealized
EW EDWARDS LIFESCIENCES CORP COM 0.1%
Value ($000) $168 Shares 891 Est. Cost $43.95 Unrealized +64.1%
UNP UNION PACIFIC CORP COM 0.1%
Value ($000) $167 Shares 1,183 Est. Cost $100.96 Unrealized +43.6%
FISV FISERV INC COM 0.1%
Value ($000) $166 Shares 1,751 Est. Cost $109.90 Unrealized +1.1%
XPO XPO LOGISTICS INC COM 0.1%
Value ($000) $166 Shares 3,404 Est. Cost $11.92 Unrealized +124.2%
CAT CATERPILLAR INC DEL COM 0.1%
Value ($000) $164 Shares 1,410 Est. Cost $105.40 Unrealized +7.6%
ETN EATON CORP PLC SHS 0.1%
Value ($000) $160 Shares 2,066 Est. Cost $75.35 Unrealized +9.7%
ED CONSOLIDATED EDISON INC COM 0.1%
Value ($000) $159 Shares 2,040 Est. Cost $57.87 Unrealized +22.4%
FEX FIRST TRUST LARGE CAP CORE ALPHADEX FUND 0.1%
Value ($000) $156 Shares 3,278 Est. Cost $53.37 Unrealized
WM WASTE MGMT INC DEL COM 0.1%
Value ($000) $155 Shares 1,675 Est. Cost $63.95 Unrealized +62.9%
PFF ISHARES PREFERRED AND INCOME SECURITIES ETF 0.1%
Value ($000) $154 Shares 4,852 Est. Cost $39.04 Unrealized
META FACEBOOK INC CL A 0.1%
Value ($000) $153 Shares 918 Est. Cost $138.77 Unrealized +40.1%
PLD PROLOGIS INC COM 0.1%
Value ($000) $151 Shares 1,882 Est. Cost $56.37 Unrealized +31.5%
DAL DELTA AIR LINES INC DEL COM NEW 0.1%
Value ($000) $150 Shares 5,244 Est. Cost $50.23 Unrealized -4.4%
MO ALTRIA GROUP INC COM 0.1%
Value ($000) $150 Shares 3,889 Est. Cost $24.03 Unrealized +14.7%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.1%
Value ($000) $147 Shares 3,624 Est. Cost $51.79 Unrealized
BAX BAXTER INTL INC COM 0.1%
Value ($000) $143 Shares 1,759 Est. Cost $55.50 Unrealized +38.3%
CMG CHIPOTLE MEXICAN GRILL INC COM 0.1%
Value ($000) $138 Shares 211 Est. Cost $8.39 Unrealized +88.5%
PROVENTION BIO INC COM 0.1%
Value ($000) $138 Shares 15,000 Est. Cost $9.20 Unrealized
D DOMINION ENERGY INC COM 0.1%
Value ($000) $138 Shares 1,906 Est. Cost $58.09 Unrealized +8.7%
ES EVERSOURCE ENERGY COM 0.1%
Value ($000) $137 Shares 1,758 Est. Cost $37.05 Unrealized +90.7%
CWST CASELLA WASTE SYS INC CL A 0.1%
Value ($000) $137 Shares 3,507 Est. Cost $28.92 Unrealized +67.7%
ORLY O REILLY AUTOMOTIVE INC NEW COM 0.1%
Value ($000) $137 Shares 454 Est. Cost $15.58 Unrealized +64.0%
COP CONOCOPHILLIPS COM 0.1%
Value ($000) $136 Shares 4,420 Est. Cost $43.73 Unrealized -6.3%
DOV DOVER CORP COM 0.1%
Value ($000) $136 Shares 1,623 Est. Cost $42.49 Unrealized +130.2%
ITW ILLINOIS TOOL WKS INC COM 0.1%
Value ($000) $134 Shares 945 Est. Cost $136.02 Unrealized +8.5%
HBAN HUNTINGTON BANCSHARES INC COM 0.1%
Value ($000) $133 Shares 16,219 Est. Cost $9.30 Unrealized 0.0%
GENERAL ELECTRIC CO COM 0.1%
Value ($000) $131 Shares 16,485 Est. Cost $23.77 Unrealized
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 0.1%
Value ($000) $131 Shares 1,340 Est. Cost $102.82 Unrealized
TJX TJX COS INC NEW COM 0.1%
Value ($000) $130 Shares 2,712 Est. Cost $44.86 Unrealized +18.9%
MDT MEDTRONIC PLC SHS 0.1%
Value ($000) $129 Shares 1,425 Est. Cost $72.51 Unrealized +24.4%
PENN PENN NATL GAMING INC COM 0.1%
Value ($000) $127 Shares 10,050 Est. Cost $25.13 Unrealized 0.0%
BAC BANK AMER CORP COM 0.1%
Value ($000) $125 Shares 5,900 Est. Cost $19.43 Unrealized +33.3%
EL LAUDER ESTEE COS INC CL A 0.1%
Value ($000) $124 Shares 777 Est. Cost $93.29 Unrealized +91.4%
NUVEEN MUN VALUE FD INC COM 0.1%
Value ($000) $123 Shares 12,600 Est. Cost $9.76 Unrealized
MACATAWA BK CORP COM 0.1%
Value ($000) $123 Shares 17,330 Est. Cost $5.33 Unrealized
ISHARES COMEX GOLD TRUST 0.1%
Value ($000) $121 Shares 8,047 Est. Cost $13.20 Unrealized
SOLIGENIX INC COM 0.1%
Value ($000) $120 Shares 71,658 Est. Cost $1.45 Unrealized
WEN WENDYS CO COM 0.1%
Value ($000) $118 Shares 7,941 Est. Cost $21.21 Unrealized -7.2%
IMCV ISHARES MORNINGSTAR MID-CAP VALUE ETF 0.1%
Value ($000) $118 Shares 1,100 Est. Cost $97.27 Unrealized
USB US BANCORP DEL COM NEW 0.1%
Value ($000) $117 Shares 3,389 Est. Cost $28.19 Unrealized +32.1%
BIIB BIOGEN INC COM 0.1%
Value ($000) $116 Shares 367 Est. Cost $296.54 Unrealized +2.3%
WALGREENS BOOTS ALLIANCE INC COM 0.1%
Value ($000) $116 Shares 2,526 Est. Cost $75.72 Unrealized
RAYTHEON CO COM NEW 0.1%
Value ($000) $116 Shares 883 Est. Cost $190.61 Unrealized
WADDELL & REED FINL INC CL A 0.1%
Value ($000) $113 Shares 9,950 Est. Cost $17.29 Unrealized
ANDE ANDERSONS INC COM 0.1%
Value ($000) $112 Shares 6,000 Est. Cost $44.83 Unrealized -58.7%
ALL ALLSTATE CORP COM 0.1%
Value ($000) $112 Shares 1,224 Est. Cost $88.80 Unrealized +6.1%
PAYX PAYCHEX INC COM 0.1%
Value ($000) $112 Shares 1,774 Est. Cost $43.22 Unrealized +56.0%
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.1%
Value ($000) $110 Shares 2,311 Est. Cost $27.57 Unrealized
LOW LOWES COS INC COM 0.1%
Value ($000) $110 Shares 1,280 Est. Cost $70.47 Unrealized +39.5%
SCHZ SCHWAB US AGGREGATE BOND ETF 0.1%
Value ($000) $110 Shares 2,028 Est. Cost $53.79 Unrealized
MAS MASCO CORP COM 0.0%
Value ($000) $104 Shares 2,997 Est. Cost $40.26 Unrealized -1.8%
IYH ISHARES U.S. HEALTHCARE ETF 0.0%
Value ($000) $103 Shares 547 Est. Cost $149.21 Unrealized
RPM RPM INTL INC COM 0.0%
Value ($000) $102 Shares 1,722 Est. Cost $67.43 Unrealized +2.1%
VXF VANGUARD EXTENDED MARKET INDEX FUND 0.0%
Value ($000) $101 Shares 1,113 Est. Cost $90.75 Unrealized
SALISBURY BANCORP INC COM 0.0%
Value ($000) $100 Shares 3,218 Est. Cost $27.32 Unrealized
IVW ISHARES S&P 500 GROWTH ETF 0.0%
Value ($000) $99 Shares 597 Est. Cost $129.16 Unrealized
CACC CREDIT ACCEP CORP MICH COM 0.0%
Value ($000) $99 Shares 387 Est. Cost $402.77 Unrealized +0.2%
ADM ARCHER DANIELS MIDLAND CO COM 0.0%
Value ($000) $99 Shares 2,810 Est. Cost $29.33 Unrealized +17.8%
LMBS FIRST TRUST LOW DURATION MORTGAGE OPPORTUNITIES ETF 0.0%
Value ($000) $98 Shares 1,913 Est. Cost $51.91 Unrealized
REGN REGENERON PHARMACEUTICALS COM 0.0%
Value ($000) $98 Shares 200 Est. Cost $410.21 Unrealized 0.0%
IWV ISHARES RUSSELL 3000 ETF 0.0%
Value ($000) $95 Shares 642 Est. Cost $148.76 Unrealized
AMCOR PLC ORD 0.0%
Value ($000) $95 Shares 11,678 Est. Cost $7.95 Unrealized -5.8%
LMT LOCKHEED MARTIN CORP COM 0.0%
Value ($000) $93 Shares 273 Est. Cost $239.08 Unrealized +40.1%
LHX HARRIS CORP DEL COM 0.0%
Value ($000) $92 Shares 513 Est. Cost $179.97 Unrealized +1.1%
U S CONCRETE INC COM NEW 0.0%
Value ($000) $91 Shares 5,000 Est. Cost $18.20 Unrealized
DWX SPDR S&P INTERNATIONAL DIVIDEND ETF 0.0%
Value ($000) $90 Shares 2,947 Est. Cost $33.90 Unrealized
CME CME GROUP INC COM CL A 0.0%
Value ($000) $88 Shares 511 Est. Cost $119.01 Unrealized +34.1%
UNITED STATES OIL FUND, LP 0.0%
Value ($000) $88 Shares 21,012 Est. Cost $4.61 Unrealized
SYY SYSCO CORP COM 0.0%
Value ($000) $87 Shares 1,905 Est. Cost $44.78 Unrealized +31.4%
SU SUNCOR ENERGY INC NEW COM 0.0%
Value ($000) $86 Shares 5,427 Est. Cost $24.50 Unrealized -15.2%
SPGI S&P GLOBAL INC COM 0.0%
Value ($000) $85 Shares 348 Est. Cost $172.52 Unrealized +51.4%
DCI DONALDSON INC COM 0.0%
Value ($000) $85 Shares 2,200 Est. Cost $44.52 Unrealized 0.0%
QQQ INVESCO QQQ TRUST 0.0%
Value ($000) $84 Shares 440 Est. Cost $171.99 Unrealized
DEO DIAGEO P L C SPON ADR NEW 0.0%
Value ($000) $83 Shares 650 Est. Cost $140.77 Unrealized
IJS ISHARES S&P SMALL-CAP 600 VALUE ETF 0.0%
Value ($000) $83 Shares 832 Est. Cost $160.17 Unrealized
PH PARKER HANNIFIN CORP COM 0.0%
Value ($000) $82 Shares 633 Est. Cost $143.42 Unrealized +16.2%
APD AIR PRODS & CHEMS INC COM 0.0%
Value ($000) $81 Shares 405 Est. Cost $122.30 Unrealized +61.1%
IDA IDACORP INC COM 0.0%
Value ($000) $79 Shares 900 Est. Cost $97.07 Unrealized +6.0%
VOT VANGUARD MID-CAP GROWTH INDEX FUND 0.0%
Value ($000) $79 Shares 626 Est. Cost $140.83 Unrealized
SUN SUNOCO LP COM UT REP LP 0.0%
Value ($000) $78 Shares 5,000 Est. Cost $15.60 Unrealized
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.0%
Value ($000) $78 Shares 403 Est. Cost $166.87 Unrealized
AXP AMERICAN EXPRESS CO COM 0.0%
Value ($000) $75 Shares 872 Est. Cost $83.11 Unrealized +29.5%
SCHX SCHWAB U.S. LARGE-CAP ETF 0.0%
Value ($000) $74 Shares 1,209 Est. Cost $62.30 Unrealized
COF CAPITAL ONE FINL CORP COM 0.0%
Value ($000) $74 Shares 1,468 Est. Cost $76.03 Unrealized +4.5%
SLYG SPDR S&P 600 SMALL CAP GROWTH ETF 0.0%
Value ($000) $72 Shares 1,568 Est. Cost $96.75 Unrealized
NKE NIKE INC CL B 0.0%
Value ($000) $70 Shares 845 Est. Cost $76.36 Unrealized +12.5%
IWN ISHARES RUSSELL 2000 VALUE ETF 0.0%
Value ($000) $70 Shares 858 Est. Cost $90.10 Unrealized
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $69 Shares 919 Est. Cost $56.34 Unrealized -2.5%
VOE VANGUARD MID-CAP VALUE INDEX FUND 0.0%
Value ($000) $68 Shares 840 Est. Cost $112.02 Unrealized
FRCB FIRST REP BK SAN FRANCISCO CAL COM 0.0%
Value ($000) $68 Shares 822 Est. Cost $90.27 Unrealized +15.0%
GBCI GLACIER BANCORP INC NEW COM 0.0%
Value ($000) $67 Shares 1,980 Est. Cost $33.75 Unrealized -2.1%
HUM HUMANA INC COM 0.0%
Value ($000) $67 Shares 214 Est. Cost $143.44 Unrealized +123.1%
AZN ASTRAZENECA PLC SPONSORED ADR 0.0%
Value ($000) $66 Shares 1,484 Est. Cost $47.10 Unrealized
HAL HALLIBURTON CO COM 0.0%
Value ($000) $66 Shares 9,694 Est. Cost $15.83 Unrealized -1.3%
ICE INTERCONTINENTAL EXCHANGE INC COM 0.0%
Value ($000) $66 Shares 817 Est. Cost $60.22 Unrealized +39.4%
ATO ATMOS ENERGY CORP COM 0.0%
Value ($000) $66 Shares 661 Est. Cost $94.23 Unrealized +0.8%
MBWM MERCANTILE BANK CORP COM 0.0%
Value ($000) $65 Shares 3,065 Est. Cost $15.66 Unrealized +53.7%
ISRG INTUITIVE SURGICAL INC COM NEW 0.0%
Value ($000) $65 Shares 132 Est. Cost $177.51 Unrealized +3.2%
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $65 Shares 987 Est. Cost $51.93 Unrealized +18.5%
HSY HERSHEY CO COM 0.0%
Value ($000) $64 Shares 485 Est. Cost $84.08 Unrealized +52.8%
CMA COMERICA INC COM 0.0%
Value ($000) $63 Shares 2,132 Est. Cost $48.84 Unrealized -17.1%
AMT AMERICAN TOWER CORP NEW COM 0.0%
Value ($000) $62 Shares 283 Est. Cost $133.98 Unrealized +47.2%
AAL AMERICAN AIRLS GROUP INC COM 0.0%
Value ($000) $61 Shares 5,000 Est. Cost $22.75 Unrealized 0.0%
IVE ISHARES S&P 500 VALUE ETF 0.0%
Value ($000) $60 Shares 623 Est. Cost $86.29 Unrealized
MGM MGM RESORTS INTERNATIONAL COM 0.0%
Value ($000) $60 Shares 5,100 Est. Cost $26.48 Unrealized -3.6%
GIS GENERAL MLS INC COM 0.0%
Value ($000) $60 Shares 1,145 Est. Cost $38.98 Unrealized +11.1%
CPB CAMPBELL SOUP CO COM 0.0%
Value ($000) $57 Shares 1,233 Est. Cost $37.90 Unrealized +4.6%
EATON VANCE CORP COM NON VTG 0.0%
Value ($000) $57 Shares 1,765 Est. Cost $46.15 Unrealized
ENB ENBRIDGE INC COM 0.0%
Value ($000) $56 Shares 1,934 Est. Cost $24.28 Unrealized +3.0%
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value ($000) $56 Shares 700 Est. Cost $73.93 Unrealized +3.5%
CERNER CORP COM 0.0%
Value ($000) $55 Shares 880 Est. Cost $69.77 Unrealized
OMC OMNICOM GROUP INC COM 0.0%
Value ($000) $55 Shares 1,000 Est. Cost $59.61 Unrealized -4.1%
XLC COMMUNICATION SERVICES SELECT SECTOR SPDRA FUND 0.0%
Value ($000) $54 Shares 1,226 Est. Cost $45.66 Unrealized
CINF CINCINNATI FINL CORP COM 0.0%
Value ($000) $54 Shares 718 Est. Cost $78.18 Unrealized +9.1%
COLB COLUMBIA BKG SYS INC COM 0.0%
Value ($000) $52 Shares 1,947 Est. Cost $30.37 Unrealized -13.2%
DDWM WISDOMTREE DYNAMIC CURRENCY HEDGED INTERNATIONAL EQUITY FUND 0.0%
Value ($000) $52 Shares 2,259 Est. Cost $23.02 Unrealized
NSC NORFOLK SOUTHERN CORP COM 0.0%
Value ($000) $51 Shares 352 Est. Cost $142.31 Unrealized +15.0%
VTWG VANGUARD RUSSELL 2000 GROWTH ETF 0.0%
Value ($000) $51 Shares 446 Est. Cost $140.79 Unrealized
GWW GRAINGER W W INC COM 0.0%
Value ($000) $50 Shares 200 Est. Cost $205.53 Unrealized +34.0%
ICF ISHARES COHEN & STEERS REIT ETF 0.0%
Value ($000) $50 Shares 544 Est. Cost $92.65 Unrealized
ROP ROPER TECHNOLOGIES INC COM 0.0%
Value ($000) $50 Shares 160 Est. Cost $247.47 Unrealized +38.3%
FTNT FORTINET INC COM 0.0%
Value ($000) $50 Shares 491 Est. Cost $11.43 Unrealized +87.4%
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $50 Shares 2,384 Est. Cost $24.42 Unrealized
TSLA TESLA INC COM 0.0%
Value ($000) $50 Shares 95 Est. Cost $41.02 Unrealized +1.1%
WU WESTERN UN CO COM 0.0%
Value ($000) $50 Shares 2,749 Est. Cost $17.45 Unrealized
XLU UTILITIES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $49 Shares 891 Est. Cost $53.51 Unrealized
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $49 Shares 513 Est. Cost $75.85 Unrealized +45.2%
IYF ISHARES U.S. FINANCIALS ETF 0.0%
Value ($000) $49 Shares 501 Est. Cost $115.38 Unrealized
SIRIUS XM HLDGS INC COM 0.0%
Value ($000) $48 Shares 9,646 Est. Cost $6.01 Unrealized
AFL AFLAC INC COM 0.0%
Value ($000) $48 Shares 1,396 Est. Cost $43.83 Unrealized -9.5%
LULU LULULEMON ATHLETICA INC COM 0.0%
Value ($000) $47 Shares 250 Est. Cost $69.25 Unrealized +223.1%
CVS CVS HEALTH CORP COM 0.0%
Value ($000) $47 Shares 800 Est. Cost $56.76 Unrealized -2.6%
THG HANOVER INS GROUP INC COM 0.0%
Value ($000) $47 Shares 514 Est. Cost $58.99 Unrealized +82.2%
FTV FORTIVE CORP COM 0.0%
Value ($000) $46 Shares 826 Est. Cost $34.29 Unrealized +24.3%
CSX CSX CORP COM 0.0%
Value ($000) $45 Shares 777 Est. Cost $17.15 Unrealized +25.8%
QDEF FLEXSHARES QUALITY DIVIDEND DEFENSIVE INDEX FUND 0.0%
Value ($000) $45 Shares 1,240 Est. Cost $37.18 Unrealized
MAR MARRIOTT INTL INC NEW CL A 0.0%
Value ($000) $45 Shares 608 Est. Cost $108.51 Unrealized +10.3%
XLRE REAL ESTATE SELECT SECTOR SPDR FUND 0.0%
Value ($000) $45 Shares 1,443 Est. Cost $33.44 Unrealized
MCK MCKESSON CORP COM 0.0%
Value ($000) $44 Shares 325 Est. Cost $135.52 Unrealized +3.9%
FTSL FIRST TRUST SENIOR LOAN FUND 0.0%
Value ($000) $44 Shares 1,050 Est. Cost $47.22 Unrealized
UCO PROSHARES ULTRA BLOOMBERG CRUDE OIL 0.0%
Value ($000) $43 Shares 26,737 Est. Cost $1.61 Unrealized
MPC MARATHON PETE CORP COM 0.0%
Value ($000) $43 Shares 1,812 Est. Cost $46.73 Unrealized -17.9%
MUR MURPHY OIL CORP COM 0.0%
Value ($000) $43 Shares 7,000 Est. Cost $14.89 Unrealized 0.0%
VV VANGUARD LARGE-CAP INDEX FUND 0.0%
Value ($000) $42 Shares 355 Est. Cost $118.62 Unrealized
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $41 Shares 691 Est. Cost $65.45 Unrealized
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 0.0%
Value ($000) $41 Shares 975 Est. Cost $55.27 Unrealized
ONB OLD NATL BANCORP IND COM 0.0%
Value ($000) $41 Shares 3,139 Est. Cost $16.68 Unrealized 0.0%
SEDG SOLAREDGE TECHNOLOGIES INC COM 0.0%
Value ($000) $41 Shares 500 Est. Cost $105.76 Unrealized 0.0%
MARATHON OIL CORP COM 0.0%
Value ($000) $41 Shares 12,600 Est. Cost $3.92 Unrealized
IRBTQ IROBOT CORP COM 0.0%
Value ($000) $41 Shares 1,000 Est. Cost $47.98 Unrealized 0.0%
VPU VANGUARD UTILITIES INDEX FUND 0.0%
Value ($000) $41 Shares 336 Est. Cost $110.61 Unrealized
ILCB ISHARES MORNINGSTAR LARGE-CAP ETF 0.0%
Value ($000) $41 Shares 282 Est. Cost $166.67 Unrealized
SLF SUN LIFE FINL INC COM 0.0%
Value ($000) $41 Shares 1,278 Est. Cost $38.33 Unrealized +11.8%
PCAR PACCAR INC COM 0.0%
Value ($000) $41 Shares 663 Est. Cost $28.52 Unrealized +34.0%
WPC W P CAREY INC COM 0.0%
Value ($000) $41 Shares 703 Est. Cost $68.28 Unrealized
CRM SALESFORCE COM INC COM 0.0%
Value ($000) $40 Shares 276 Est. Cost $112.34 Unrealized +50.8%
CB CHUBB LIMITED COM 0.0%
Value ($000) $40 Shares 361 Est. Cost $112.49 Unrealized +15.9%
FPE FIRST TRUST PREFERRED SECURITIES AND INCOME ETF 0.0%
Value ($000) $40 Shares 2,462 Est. Cost $20.05 Unrealized
JPMORGAN BETABUILDERS EUROPE ETF 0.0%
Value ($000) $40 Shares 2,089 Est. Cost $23.46 Unrealized
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.0%
Value ($000) $39 Shares 239 Est. Cost $141.57 Unrealized +25.1%
BLD TOPBUILD CORP COM 0.0%
Value ($000) $39 Shares 541 Est. Cost $104.04 Unrealized -1.9%
UAL UNITED CONTL HLDGS INC COM 0.0%
Value ($000) $38 Shares 1,200 Est. Cost $66.12 Unrealized 0.0%
IYG ISHARES U.S. FINANCIAL SERVICES ETF 0.0%
Value ($000) $38 Shares 366 Est. Cost $72.00 Unrealized
ALLIANCEBERNSTEIN GBL HGH INCM COM 0.0%
Value ($000) $38 Shares 4,058 Est. Cost $14.17 Unrealized
AMP AMERIPRISE FINL INC COM 0.0%
Value ($000) $38 Shares 368 Est. Cost $121.29 Unrealized +10.4%
DOC HCP INC COM 0.0%
Value ($000) $38 Shares 1,610 Est. Cost $25.47 Unrealized -6.1%
HBNC HORIZON BANCORP INC COM 0.0%
Value ($000) $38 Shares 3,897 Est. Cost $14.49 Unrealized +5.7%
MUB ISHARES NATIONAL MUNI BOND ETF 0.0%
Value ($000) $37 Shares 328 Est. Cost $114.12 Unrealized
AKAM AKAMAI TECHNOLOGIES INC COM 0.0%
Value ($000) $37 Shares 400 Est. Cost $75.91 Unrealized +22.1%
NUE NUCOR CORP COM 0.0%
Value ($000) $37 Shares 1,039 Est. Cost $42.23 Unrealized -6.4%
CDNA CAREDX INC COM 0.0%
Value ($000) $36 Shares 1,672 Est. Cost $20.41 Unrealized +9.8%
GRAN TIERRA ENERGY INC COM 0.0%
Value ($000) $36 Shares 141,762 Est. Cost $0.25 Unrealized
HEI HEICO CORP NEW COM 0.0%
Value ($000) $36 Shares 489 Est. Cost $79.36 Unrealized +37.8%
VB VANGUARD SMALL-CAP INDEX FUND 0.0%
Value ($000) $35 Shares 306 Est. Cost $150.24 Unrealized
SHV ISHARES SHORT TREASURY BOND ETF 0.0%
Value ($000) $35 Shares 311 Est. Cost $112.54 Unrealized
EA ELECTRONIC ARTS INC COM 0.0%
Value ($000) $35 Shares 353 Est. Cost $93.06 Unrealized +10.0%
FDT FIRST TRUST DEVELOPED MARKETS EX-US ALPHADEX FUND 0.0%
Value ($000) $35 Shares 870 Est. Cost $55.40 Unrealized
SRE SEMPRA ENERGY COM 0.0%
Value ($000) $34 Shares 298 Est. Cost $45.21 Unrealized +29.2%
BDX BECTON DICKINSON & CO COM 0.0%
Value ($000) $34 Shares 146 Est. Cost $190.13 Unrealized +18.3%
ZBH ZIMMER BIOMET HLDGS INC COM 0.0%
Value ($000) $34 Shares 336 Est. Cost $105.66 Unrealized +18.2%
WHR WHIRLPOOL CORP COM 0.0%
Value ($000) $34 Shares 394 Est. Cost $150.88 Unrealized -12.9%
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $34 Shares 616 Est. Cost $51.46 Unrealized
NVS NOVARTIS A G SPONSORED ADR 0.0%
Value ($000) $34 Shares 410 Est. Cost $80.79 Unrealized
BLACKROCK INC COM 0.0%
Value ($000) $33 Shares 74 Est. Cost $433.44 Unrealized
SCHV SCHWAB U.S. LARGE-CAP VALUE ETF 0.0%
Value ($000) $33 Shares 750 Est. Cost $51.08 Unrealized
BYND BEYOND MEAT INC COM 0.0%
Value ($000) $33 Shares 495 Est. Cost $119.32 Unrealized -18.6%
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $33 Shares 1,329 Est. Cost $46.02 Unrealized -55.1%
C CITIGROUP INC COM NEW 0.0%
Value ($000) $33 Shares 795 Est. Cost $52.81 Unrealized +2.6%
CHTR CHARTER COMMUNICATIONS INC NEW CL A 0.0%
Value ($000) $33 Shares 76 Est. Cost $336.64 Unrealized +45.3%
VEU VANGUARD FTSE ALL-WORLD EX US INDEX FUND 0.0%
Value ($000) $33 Shares 813 Est. Cost $40.59 Unrealized
MTB M & T BK CORP COM 0.0%
Value ($000) $32 Shares 310 Est. Cost $79.85 Unrealized +51.8%
SHOP SHOPIFY INC CL A 0.0%
Value ($000) $31 Shares 74 Est. Cost $39.42 Unrealized +14.4%
PFG PRINCIPAL FINL GROUP INC COM 0.0%
Value ($000) $31 Shares 977 Est. Cost $33.87 Unrealized +11.3%
LUV SOUTHWEST AIRLS CO COM 0.0%
Value ($000) $30 Shares 840 Est. Cost $45.99 Unrealized 0.0%
DOW DOW INC COM 0.0%
Value ($000) $30 Shares 1,028 Est. Cost $33.41 Unrealized -8.5%
GLAXOSMITHKLINE PLC SPONSORED ADR 0.0%
Value ($000) $30 Shares 800 Est. Cost $41.53 Unrealized
VRTX VERTEX PHARMACEUTICALS INC COM 0.0%
Value ($000) $29 Shares 123 Est. Cost $154.58 Unrealized +48.4%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A 0.0%
Value ($000) $29 Shares 625 Est. Cost $61.82 Unrealized -11.9%
JPMORGAN BETABUILDERS JAPAN ETF 0.0%
Value ($000) $29 Shares 1,394 Est. Cost $22.78 Unrealized
GT GOODYEAR TIRE & RUBR CO COM 0.0%
Value ($000) $29 Shares 5,000 Est. Cost $11.30 Unrealized -3.3%
NVDA NVIDIA CORP COM 0.0%
Value ($000) $29 Shares 109 Est. Cost $5.67 Unrealized +10.8%
KMI KINDER MORGAN INC DEL COM 0.0%
Value ($000) $29 Shares 2,093 Est. Cost $18.29 Unrealized -26.9%
KLAC KLA-TENCOR CORP COM 0.0%
Value ($000) $29 Shares 205 Est. Cost $150.21 Unrealized 0.0%
ILMN ILLUMINA INC COM 0.0%
Value ($000) $28 Shares 101 Est. Cost $207.97 Unrealized +34.5%
CDK GLOBAL INC COM 0.0%
Value ($000) $28 Shares 859 Est. Cost $44.76 Unrealized
AVGO BROADCOM INC COM 0.0%
Value ($000) $27 Shares 114 Est. Cost $23.10 Unrealized +5.1%
FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF 0.0%
Value ($000) $27 Shares 435 Est. Cost $71.88 Unrealized
SWK STANLEY BLACK & DECKER INC COM 0.0%
Value ($000) $27 Shares 267 Est. Cost $120.43 Unrealized -1.1%
ON ON SEMICONDUCTOR CORP COM 0.0%
Value ($000) $27 Shares 2,156 Est. Cost $20.72 Unrealized -5.6%
OXY OCCIDENTAL PETE CORP COM 0.0%
Value ($000) $27 Shares 2,353 Est. Cost $42.64 Unrealized -29.5%
AVB AVALONBAY CMNTYS INC COM 0.0%
Value ($000) $26 Shares 174 Est. Cost $141.10 Unrealized +15.8%
DCO DUCOMMUN INC DEL COM 0.0%
Value ($000) $26 Shares 1,050 Est. Cost $25.89 Unrealized +48.6%
NOW SERVICENOW INC COM 0.0%
Value ($000) $26 Shares 90 Est. Cost $50.94 Unrealized +22.7%
TROW PRICE T ROWE GROUP INC COM 0.0%
Value ($000) $26 Shares 270 Est. Cost $68.55 Unrealized +39.4%
JPMORGAN BETABUILDERS CANADA ETF 0.0%
Value ($000) $26 Shares 1,357 Est. Cost $25.00 Unrealized
HEI/A HEICO CORP NEW CL A 0.0%
Value ($000) $26 Shares 413 Est. Cost $67.93 Unrealized +30.5%
XEL XCEL ENERGY INC COM 0.0%
Value ($000) $25 Shares 418 Est. Cost $34.78 Unrealized +56.0%
EPD ENTERPRISE PRODS PARTNERS L P COM 0.0%
Value ($000) $25 Shares 1,748 Est. Cost $26.35 Unrealized
IYE ISHARES U.S. ENERGY ETF 0.0%
Value ($000) $25 Shares 1,642 Est. Cost $15.23 Unrealized
TMO THERMO FISHER SCIENTIFIC INC COM 0.0%
Value ($000) $25 Shares 87 Est. Cost $181.00 Unrealized +71.6%
TYL TYLER TECHNOLOGIES INC COM 0.0%
Value ($000) $24 Shares 80 Est. Cost $309.88 Unrealized 0.0%
VFH VANGUARD FINANCIALS INDEX FUND 0.0%
Value ($000) $24 Shares 475 Est. Cost $65.78 Unrealized
DD DOWDUPONT INC COM 0.0%
Value ($000) $24 Shares 698 Est. Cost $20.14 Unrealized -9.9%
PSCH INVESCO S&P SMALLCAP HEALTH CARE PORTFOLIO 0.0%
Value ($000) $24 Shares 232 Est. Cost $112.07 Unrealized
RFG INVESCO S&P MIDCAP 400 PURE GROWTH ETF 0.0%
Value ($000) $24 Shares 217 Est. Cost $161.56 Unrealized
NOK NOKIA CORP SPONSORED ADR 0.0%
Value ($000) $24 Shares 7,800 Est. Cost $4.87 Unrealized
VOOG VANGUARD S&P 500 GROWTH ETF 0.0%
Value ($000) $23 Shares 155 Est. Cost $139.27 Unrealized
IDXX IDEXX LABS INC COM 0.0%
Value ($000) $23 Shares 97 Est. Cost $261.78 Unrealized -0.3%
FUL FULLER H B CO COM 0.0%
Value ($000) $23 Shares 838 Est. Cost $39.24 Unrealized -0.9%
DLTR DOLLAR TREE INC COM 0.0%
Value ($000) $23 Shares 310 Est. Cost $87.90 Unrealized -3.1%
DE DEERE & CO COM 0.0%
Value ($000) $23 Shares 170 Est. Cost $75.92 Unrealized +91.9%
MRSH MARSH & MCLENNAN COS INC COM 0.0%
Value ($000) $23 Shares 270 Est. Cost $80.26 Unrealized +21.3%
GS GOLDMAN SACHS GROUP INC COM 0.0%
Value ($000) $22 Shares 144 Est. Cost $168.06 Unrealized +9.7%
SPIRIT AIRLS INC COM 0.0%
Value ($000) $22 Shares 1,731 Est. Cost $12.71 Unrealized
TRV TRAVELERS COMPANIES INC COM 0.0%
Value ($000) $22 Shares 221 Est. Cost $112.43 Unrealized -2.5%
SO SOUTHERN CO COM 0.0%
Value ($000) $22 Shares 400 Est. Cost $33.31 Unrealized +51.5%
MFC MANULIFE FINL CORP COM 0.0%
Value ($000) $22 Shares 1,732 Est. Cost $16.90 Unrealized +2.8%
PNW PINNACLE WEST CAP CORP COM 0.0%
Value ($000) $22 Shares 284 Est. Cost $50.72 Unrealized +38.7%
VIVINT SOLAR INC COM 0.0%
Value ($000) $22 Shares 5,000 Est. Cost $4.40 Unrealized
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF 0.0%
Value ($000) $22 Shares 100 Est. Cost $220.00 Unrealized
TLK P T TELEKOMUNIKASI INDONESIA SPONSORED ADR 0.0%
Value ($000) $22 Shares 1,128 Est. Cost $31.16 Unrealized
LBRDK LIBERTY BROADBAND CORP COM SER C 0.0%
Value ($000) $22 Shares 197 Est. Cost $94.58 Unrealized +23.2%
EXC EXELON CORP COM 0.0%
Value ($000) $22 Shares 590 Est. Cost $19.32 Unrealized +31.8%
MCHP MICROCHIP TECHNOLOGY INC COM 0.0%
Value ($000) $21 Shares 310 Est. Cost $31.19 Unrealized +34.7%
KNOLL INC COM NEW 0.0%
Value ($000) $21 Shares 2,000 Est. Cost $25.50 Unrealized
GWRE GUIDEWIRE SOFTWARE INC COM 0.0%
Value ($000) $21 Shares 270 Est. Cost $104.45 Unrealized 0.0%
IAGG ISHARES CORE INTERNATIONAL AGGREGATE BOND FUND 0.0%
Value ($000) $21 Shares 380 Est. Cost $55.26 Unrealized
TAUBMAN CTRS INC COM 0.0%
Value ($000) $21 Shares 497 Est. Cost $60.36 Unrealized
PRU PRUDENTIAL FINL INC COM 0.0%
Value ($000) $21 Shares 404 Est. Cost $62.82 Unrealized -6.1%
PNC PNC FINL SVCS GROUP INC COM 0.0%
Value ($000) $20 Shares 208 Est. Cost $104.75 Unrealized +3.4%
MSI MOTOROLA SOLUTIONS INC COM NEW 0.0%
Value ($000) $20 Shares 154 Est. Cost $152.29 Unrealized +2.0%
SCHM SCHWAB U.S. MID-CAP ETF 0.0%
Value ($000) $20 Shares 480 Est. Cost $50.28 Unrealized
BND VANGUARD TOTAL BOND MARKET INDEX FUND 0.0%
Value ($000) $20 Shares 240 Est. Cost $82.54 Unrealized
FIS FIDELITY NATL INFORMATION SVCS COM 0.0%
Value ($000) $20 Shares 166 Est. Cost $117.64 Unrealized +4.7%
GLW CORNING INC COM 0.0%
Value ($000) $20 Shares 985 Est. Cost $20.44 Unrealized +8.1%
TFC BB&T CORP COM 0.0%
Value ($000) $20 Shares 643 Est. Cost $40.89 Unrealized -12.0%
FXH FIRST TRUST HEALTH CARE ALPHADEX FUND 0.0%
Value ($000) $19 Shares 255 Est. Cost $83.97 Unrealized
UPS UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $19 Shares 200 Est. Cost $80.13 Unrealized +2.2%
ET ENERGY TRANSFER LP COM UT LTD PTN 0.0%
Value ($000) $19 Shares 4,170 Est. Cost $7.26 Unrealized
CTVA CORTEVA INC COM 0.0%
Value ($000) $19 Shares 794 Est. Cost $25.46 Unrealized +0.4%
JCI JOHNSON CTLS INTL PLC SHS 0.0%
Value ($000) $19 Shares 699 Est. Cost $34.90 Unrealized -5.5%
BUD ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 0.0%
Value ($000) $19 Shares 425 Est. Cost $73.32 Unrealized
KRE SPDR S&P REGIONAL BANKING ETF 0.0%
Value ($000) $19 Shares 597 Est. Cost $42.04 Unrealized
JPMORGAN BETABUILDERS DEVELOPED ASIA-EX JAPAN ETF 0.0%
Value ($000) $18 Shares 982 Est. Cost $24.91 Unrealized
SNA SNAP ON INC COM 0.0%
Value ($000) $18 Shares 166 Est. Cost $122.07 Unrealized +3.6%
FDIS FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ET 0.0%
Value ($000) $18 Shares 486 Est. Cost $47.33 Unrealized
CARROLS RESTAURANT GROUP INC COM 0.0%
Value ($000) $18 Shares 10,000 Est. Cost $1.80 Unrealized
NX QUANEX BUILDING PRODUCTS CORP COM 0.0%
Value ($000) $18 Shares 1,797 Est. Cost $14.59 Unrealized -0.1%
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $18 Shares 253 Est. Cost $74.28 Unrealized
FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND 0.0%
Value ($000) $18 Shares 658 Est. Cost $36.36 Unrealized
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $18 Shares 730 Est. Cost $39.60 Unrealized
CHRW C H ROBINSON WORLDWIDE INC COM NEW 0.0%
Value ($000) $18 Shares 275 Est. Cost $74.83 Unrealized -16.6%
PHG KONINKLIJKE PHILIPS N V NY REG SH NEW 0.0%
Value ($000) $18 Shares 453 Est. Cost $37.40 Unrealized
HYD VANECK VECTORS HIGH-YIELD MUNICIPAL INDEX ETF 0.0%
Value ($000) $17 Shares 317 Est. Cost $53.63 Unrealized
SHYG ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $17 Shares 425 Est. Cost $40.00 Unrealized
OKE ONEOK INC NEW COM 0.0%
Value ($000) $17 Shares 800 Est. Cost $41.71 Unrealized -1.2%
AXON AXON ENTERPRISE INC COM 0.0%
Value ($000) $17 Shares 240 Est. Cost $54.10 Unrealized +38.4%
FHLC FIDELITY MSCI HEALTH CARE INDEX ETF 0.0%
Value ($000) $17 Shares 384 Est. Cost $50.25 Unrealized
PAA PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN 0.0%
Value ($000) $17 Shares 3,220 Est. Cost $45.82 Unrealized
HSIC HENRY SCHEIN INC COM 0.0%
Value ($000) $17 Shares 330 Est. Cost $56.99 Unrealized +11.3%
IDGT ISHARES NORTH AMERICAN TECH-MULTIMEDIA NETWORKING ETF 0.0%
Value ($000) $17 Shares 400 Est. Cost $43.86 Unrealized
IFF INTERNATIONAL FLAVORS&FRAGRANC COM 0.0%
Value ($000) $17 Shares 166 Est. Cost $89.02 Unrealized +19.2%
ENR ENERGIZER HLDGS INC NEW COM 0.0%
Value ($000) $17 Shares 567 Est. Cost $34.94 Unrealized +3.7%
NRT NORTH EUROPEAN OIL RTY TR SH BEN INT 0.0%
Value ($000) $16 Shares 5,932 Est. Cost $24.28 Unrealized
LIBERTY MEDIA CORP DELAWARE COM C SIRIUSXM 0.0%
Value ($000) $16 Shares 503 Est. Cost $41.15 Unrealized
BLACKROCK ENHANCED EQT DIV TR COM 0.0%
Value ($000) $16 Shares 2,390 Est. Cost $8.79 Unrealized
ROYAL DUTCH SHELL PLC SPON ADR B 0.0%
Value ($000) $16 Shares 478 Est. Cost $47.81 Unrealized
UNILEVER PLC SPON ADR NEW 0.0%
Value ($000) $16 Shares 309 Est. Cost $58.18 Unrealized
LEN LENNAR CORP CL A 0.0%
Value ($000) $16 Shares 410 Est. Cost $39.85 Unrealized +31.1%
SEQUANS COMMUNICATIONS S A SPONSORED ADS 0.0%
Value ($000) $16 Shares 3,177 Est. Cost $5.04 Unrealized
ANSYS INC COM 0.0%
Value ($000) $16 Shares 69 Est. Cost $198.43 Unrealized
BFAM BRIGHT HORIZONS FAM SOL IN DEL COM 0.0%
Value ($000) $16 Shares 155 Est. Cost $147.04 Unrealized 0.0%
FNX FIRST TRUST MID CAP CORE ALPHADEX FUND 0.0%
Value ($000) $16 Shares 342 Est. Cost $67.92 Unrealized
LABORATORY CORP AMER HLDGS COM NEW 0.0%
Value ($000) $16 Shares 125 Est. Cost $148.21 Unrealized
BARRICK GOLD CORPORATION COM 0.0%
Value ($000) $16 Shares 854 Est. Cost $14.44 Unrealized
PK PARK HOTELS RESORTS INC COM 0.0%
Value ($000) $16 Shares 2,000 Est. Cost $8.00 Unrealized
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $16 Shares 182 Est. Cost $74.85 Unrealized +6.2%
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.0%
Value ($000) $15 Shares 1,584 Est. Cost $10.29 Unrealized +5.3%
XLE ENERGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $15 Shares 524 Est. Cost $62.50 Unrealized
XHR XENIA HOTELS & RESORTS INC COM 0.0%
Value ($000) $15 Shares 1,468 Est. Cost $21.63 Unrealized
FLEETCOR TECHNOLOGIES INC COM 0.0%
Value ($000) $15 Shares 80 Est. Cost $187.50 Unrealized
ROBO ROBO GLOBAL ROBOTICS AND AUTOMATION INDEX ETF 0.0%
Value ($000) $15 Shares 442 Est. Cost $35.19 Unrealized
BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 0.0%
Value ($000) $15 Shares 264 Est. Cost $56.82 Unrealized
DON WISDOMTREE U.S. MIDCAP DIVIDEND FUND 0.0%
Value ($000) $15 Shares 613 Est. Cost $36.30 Unrealized
OGS ONE GAS INC COM 0.0%
Value ($000) $15 Shares 175 Est. Cost $83.98 Unrealized +5.3%
CSGP COSTAR GROUP INC COM 0.0%
Value ($000) $15 Shares 26 Est. Cost $65.18 Unrealized 0.0%
HEFA ISHARES CURRENCY HEDGED MSCI EAFE ETF 0.0%
Value ($000) $15 Shares 601 Est. Cost $24.96 Unrealized
POST POST HLDGS INC COM 0.0%
Value ($000) $15 Shares 184 Est. Cost $36.89 Unrealized +76.2%
XSVM INVESCO RUSSELL 2000 PURE VALUE ETF 0.0%
Value ($000) $15 Shares 750 Est. Cost $32.00 Unrealized
TTD THE TRADE DESK INC COM CL A 0.0%
Value ($000) $15 Shares 76 Est. Cost $25.14 Unrealized +2.9%
ETFMG PRIME CYBER SECURITY ETF 0.0%
Value ($000) $15 Shares 414 Est. Cost $34.42 Unrealized
PKB INVESCO DYNAMIC BUILDING & CONSTRUCTION ETF 0.0%
Value ($000) $15 Shares 659 Est. Cost $30.35 Unrealized
LNT ALLIANT ENERGY CORP COM 0.0%
Value ($000) $14 Shares 300 Est. Cost $29.87 Unrealized +52.3%
DGRO ISHARES CORE DIVIDEND GROWTH ETF 0.0%
Value ($000) $14 Shares 441 Est. Cost $31.75 Unrealized
EPC EDGEWELL PERS CARE CO COM 0.0%
Value ($000) $14 Shares 567 Est. Cost $81.53 Unrealized -66.6%
IEFA ISHARES CORE MSCI EAFE ETF 0.0%
Value ($000) $14 Shares 288 Est. Cost $60.74 Unrealized
MKL MARKEL CORP COM 0.0%
Value ($000) $14 Shares 15 Est. Cost $986.40 Unrealized +15.9%
PTON PELOTON INTERACTIVE INC CL A COM 0.0%
Value ($000) $14 Shares 520 Est. Cost $26.94 Unrealized +3.2%
ALERIAN MLP ETF 0.0%
Value ($000) $14 Shares 4,000 Est. Cost $11.88 Unrealized
O REALTY INCOME CORP COM 0.0%
Value ($000) $14 Shares 284 Est. Cost $43.49 Unrealized +19.2%
ZM ZOOM VIDEO COMMUNICATIONS INC CL A 0.0%
Value ($000) $14 Shares 96 Est. Cost $89.35 Unrealized +10.4%
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.0%
Value ($000) $14 Shares 318 Est. Cost $53.79 Unrealized
CAH CARDINAL HEALTH INC COM 0.0%
Value ($000) $13 Shares 280 Est. Cost $48.47 Unrealized -8.7%
SPLUNK INC COM 0.0%
Value ($000) $13 Shares 100 Est. Cost $114.96 Unrealized
BOH BANK HAWAII CORP COM 0.0%
Value ($000) $13 Shares 241 Est. Cost $59.30 Unrealized +5.6%
PSX PHILLIPS 66 COM 0.0%
Value ($000) $13 Shares 234 Est. Cost $63.79 Unrealized -0.0%
WY WEYERHAEUSER CO COM 0.0%
Value ($000) $13 Shares 750 Est. Cost $19.42 Unrealized +9.0%
TRMB TRIMBLE INC COM 0.0%
Value ($000) $13 Shares 420 Est. Cost $38.18 Unrealized +2.4%
ORGANOVO HLDGS INC COM 0.0%
Value ($000) $13 Shares 31,000 Est. Cost $0.42 Unrealized
INSEEGO CORP COM 0.0%
Value ($000) $13 Shares 2,034 Est. Cost $3.93 Unrealized
ELV ANTHEM INC COM 0.0%
Value ($000) $13 Shares 56 Est. Cost $231.09 Unrealized +8.8%
MDYG SPDR S&P 400 MID CAP GROWTH ETF 0.0%
Value ($000) $13 Shares 300 Est. Cost $73.99 Unrealized
EBAY EBAY INC COM 0.0%
Value ($000) $13 Shares 419 Est. Cost $31.41 Unrealized +0.3%
LEG LEGGETT & PLATT INC COM 0.0%
Value ($000) $13 Shares 486 Est. Cost $45.95 Unrealized -9.4%
VHT VANGUARD HEALTH CARE INDEX FUND 0.0%
Value ($000) $13 Shares 79 Est. Cost $164.56 Unrealized
XSLV INVESCO S&P SMALLCAP LOW VOLATILITY ETF 0.0%
Value ($000) $13 Shares 379 Est. Cost $51.22 Unrealized
SPH SUBURBAN PROPANE PARTNERS L P UNIT LTD PARTN 0.0%
Value ($000) $13 Shares 888 Est. Cost $23.44 Unrealized
QSR RESTAURANT BRANDS INTL INC COM 0.0%
Value ($000) $13 Shares 325 Est. Cost $45.35 Unrealized +24.8%
VEEV VEEVA SYS INC CL A COM 0.0%
Value ($000) $12 Shares 78 Est. Cost $146.67 Unrealized -0.1%
SCHA SCHWAB U.S. SMALL-CAP ETF 0.0%
Value ($000) $12 Shares 235 Est. Cost $69.49 Unrealized
ITT ITT INC COM 0.0%
Value ($000) $12 Shares 262 Est. Cost $52.66 Unrealized +17.8%
CNI CANADIAN NATL RY CO COM 0.0%
Value ($000) $12 Shares 155 Est. Cost $73.28 Unrealized +6.4%
WTFC WINTRUST FINL CORP COM 0.0%
Value ($000) $12 Shares 372 Est. Cost $39.55 Unrealized +40.3%
CHEMICAL FINL CORP COM 0.0%
Value ($000) $12 Shares 508 Est. Cost $47.24 Unrealized
VLO VALERO ENERGY CORP NEW COM 0.0%
Value ($000) $12 Shares 266 Est. Cost $57.18 Unrealized 0.0%
INTU INTUIT COM 0.0%
Value ($000) $12 Shares 50 Est. Cost $257.12 Unrealized +1.5%
TWITTER INC COM 0.0%
Value ($000) $12 Shares 500 Est. Cost $33.32 Unrealized
CI CIGNA CORP NEW COM 0.0%
Value ($000) $11 Shares 62 Est. Cost $190.77 Unrealized -7.0%
SBAC SBA COMMUNICATIONS CORP NEW CL A 0.0%
Value ($000) $11 Shares 39 Est. Cost $244.52 Unrealized 0.0%
HTGC HERCULES CAPITAL INC COM 0.0%
Value ($000) $11 Shares 1,392 Est. Cost $12.96 Unrealized +0.7%
CBS CORP NEW CL B 0.0%
Value ($000) $11 Shares 813 Est. Cost $41.82 Unrealized
SGOL ABERDEEN STANDARD PHYSICAL SWISS GOLD SHARES ETF 0.0%
Value ($000) $11 Shares 730 Est. Cost $25.89 Unrealized
LINDE PLC SHS 0.0%
Value ($000) $11 Shares 65 Est. Cost $189.94 Unrealized
FCOM FIDELITY MSCI COMMUNICATION SERVICES INDEX ETF 0.0%
Value ($000) $11 Shares 391 Est. Cost $35.81 Unrealized
RETAIL PPTYS AMER INC CL A 0.0%
Value ($000) $11 Shares 2,062 Est. Cost $15.52 Unrealized
LKFN LAKELAND FINL CORP COM 0.0%
Value ($000) $11 Shares 310 Est. Cost $38.64 Unrealized -4.9%
VOX VANGUARD COMMUNICATION SERVICES ETF 0.0%
Value ($000) $10 Shares 136 Est. Cost $77.34 Unrealized
LIBERTY MEDIA CORP DELAWARE COM A SIRIUSXM 0.0%
Value ($000) $10 Shares 302 Est. Cost $40.94 Unrealized
SPECTRUM PHARMACEUTICALS INC COM 0.0%
Value ($000) $10 Shares 4,175 Est. Cost $7.43 Unrealized
WELL WELLTOWER INC COM 0.0%
Value ($000) $10 Shares 223 Est. Cost $43.00 Unrealized +43.8%
ROYAL DUTCH SHELL PLC SPONS ADR A 0.0%
Value ($000) $10 Shares 290 Est. Cost $59.71 Unrealized
IT GARTNER INC COM 0.0%
Value ($000) $10 Shares 100 Est. Cost $137.00 Unrealized 0.0%
ANNALY CAP MGMT INC COM 0.0%
Value ($000) $10 Shares 2,058 Est. Cost $9.29 Unrealized
LADR LADDER CAP CORP CL A 0.0%
Value ($000) $10 Shares 2,051 Est. Cost $15.91 Unrealized
VAW VANGUARD MATERIALS INDEX FUND 0.0%
Value ($000) $10 Shares 102 Est. Cost $98.04 Unrealized
SYF SYNCHRONY FINL COM 0.0%
Value ($000) $10 Shares 591 Est. Cost $26.36 Unrealized -4.5%
COOPER COS INC COM NEW 0.0%
Value ($000) $10 Shares 35 Est. Cost $159.46 Unrealized
FIDU FIDELITY MSCI INDUSTRIALS INDEX ETF 0.0%
Value ($000) $10 Shares 335 Est. Cost $41.79 Unrealized
ROKU ROKU INC COM CL A 0.0%
Value ($000) $10 Shares 119 Est. Cost $94.16 Unrealized +22.2%
BALL BALL CORP COM 0.0%
Value ($000) $10 Shares 156 Est. Cost $63.09 Unrealized +3.5%
IWS ISHARES RUSSELL MID-CAP VALUE ETF 0.0%
Value ($000) $10 Shares 162 Est. Cost $81.95 Unrealized
FNCL FIDELITY MSCI FINANCIALS INDEX ETF 0.0%
Value ($000) $10 Shares 327 Est. Cost $45.87 Unrealized
FLOT ISHARES FLOATING RATE BOND ETF 0.0%
Value ($000) $10 Shares 195 Est. Cost $51.28 Unrealized
EWJ ISHARES MSCI JAPAN ETF 0.0%
Value ($000) $9 Shares 191 Est. Cost $58.36 Unrealized
EMB ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETF 0.0%
Value ($000) $9 Shares 95 Est. Cost $94.74 Unrealized
TAP MOLSON COORS BREWING CO CL B 0.0%
Value ($000) $9 Shares 236 Est. Cost $45.03 Unrealized -2.9%
HPQ HP INC COM 0.0%
Value ($000) $9 Shares 534 Est. Cost $18.79 Unrealized -12.2%
VDC VANGUARD CONSUMER STAPLES INDEX FUND 0.0%
Value ($000) $9 Shares 68 Est. Cost $132.35 Unrealized
NI NISOURCE INC COM 0.0%
Value ($000) $9 Shares 358 Est. Cost $15.59 Unrealized +45.4%
VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF 0.0%
Value ($000) $9 Shares 175 Est. Cost $51.43 Unrealized
IJK ISHARES S&P MID-CAP 400 GROWTH ETF 0.0%
Value ($000) $8 Shares 47 Est. Cost $170.21 Unrealized
BLOK AMPLIFY TRANSFORMATIONAL DATA SHARING ETF 0.0%
Value ($000) $8 Shares 528 Est. Cost $18.94 Unrealized
ASML ASML HOLDING N V N Y REGISTRY SHS 0.0%
Value ($000) $8 Shares 30 Est. Cost $266.67 Unrealized
IEF ISHARES 7-10 YEAR TREASURY BOND ETF 0.0%
Value ($000) $8 Shares 69 Est. Cost $115.94 Unrealized
BIP BROOKFIELD INFRAST PARTNERS LP LP INT UNIT 0.0%
Value ($000) $8 Shares 224 Est. Cost $47.19 Unrealized
VCR VANGUARD CONSUMER DISCRETIONARY INDEX FUND 0.0%
Value ($000) $8 Shares 55 Est. Cost $145.45 Unrealized
FTDS FIRST TRUST TOTAL US MARKET ALPHADEX ETF 0.0%
Value ($000) $8 Shares 323 Est. Cost $34.06 Unrealized
WTW WILLIS TOWERS WATSON PUB LTD SHS 0.0%
Value ($000) $8 Shares 46 Est. Cost $126.30 Unrealized +43.7%
ACCELERATE DIAGNOSTICS INC COM 0.0%
Value ($000) $8 Shares 1,000 Est. Cost $24.46 Unrealized
CE CELANESE CORP DEL COM 0.0%
Value ($000) $8 Shares 111 Est. Cost $109.79 Unrealized -19.3%
FIVN FIVE9 INC COM 0.0%
Value ($000) $8 Shares 106 Est. Cost $27.39 Unrealized +160.2%
BIO BIO RAD LABS INC CL A 0.0%
Value ($000) $8 Shares 23 Est. Cost $237.96 Unrealized +54.5%
VIS VANGUARD INDUSTRIALS INDEX FUND 0.0%
Value ($000) $8 Shares 72 Est. Cost $111.11 Unrealized
BSX BOSTON SCIENTIFIC CORP COM 0.0%
Value ($000) $7 Shares 224 Est. Cost $41.56 Unrealized -6.0%
CEDAR FAIR L P DEPOSITRY UNIT 0.0%
Value ($000) $7 Shares 404 Est. Cost $51.58 Unrealized
ALLY ALLY FINL INC COM 0.0%
Value ($000) $7 Shares 477 Est. Cost $23.88 Unrealized -9.5%
VDE VANGUARD ENERGY INDEX FUND 0.0%
Value ($000) $7 Shares 183 Est. Cost $38.25 Unrealized
OHI OMEGA HEALTHCARE INVS INC COM 0.0%
Value ($000) $7 Shares 279 Est. Cost $32.38 Unrealized
IBDR ISHARES IBONDS DEC 2026 TERM CORPORATE ETF 0.0%
Value ($000) $7 Shares 265 Est. Cost $26.42 Unrealized
NICE NICE LTD SPONSORED ADR 0.0%
Value ($000) $7 Shares 48 Est. Cost $134.56 Unrealized
IJJ ISHARES S&P MID-CAP 400 VALUE ETF 0.0%
Value ($000) $7 Shares 64 Est. Cost $119.21 Unrealized
CALLON PETE CO DEL COM 0.0%
Value ($000) $7 Shares 12,500 Est. Cost $0.56 Unrealized
HIG HARTFORD FINL SVCS GROUP INC COM 0.0%
Value ($000) $7 Shares 188 Est. Cost $42.15 Unrealized +8.4%
CADENCE BANCORPORATION CL A 0.0%
Value ($000) $7 Shares 1,135 Est. Cost $18.50 Unrealized
A AGILENT TECHNOLOGIES INC COM 0.0%
Value ($000) $7 Shares 102 Est. Cost $58.52 Unrealized +31.8%
SHY ISHARES 1-3 YEAR TREASURY BOND ETF 0.0%
Value ($000) $7 Shares 80 Est. Cost $87.50 Unrealized
OLED UNIVERSAL DISPLAY CORP COM 0.0%
Value ($000) $7 Shares 50 Est. Cost $97.45 Unrealized +68.1%
IYR ISHARES U.S. REAL ESTATE ETF 0.0%
Value ($000) $7 Shares 95 Est. Cost $73.68 Unrealized
HOLX HOLOGIC INC COM 0.0%
Value ($000) $7 Shares 200 Est. Cost $43.21 Unrealized +10.2%
MNST MONSTER BEVERAGE CORP NEW COM 0.0%
Value ($000) $6 Shares 99 Est. Cost $29.37 Unrealized +9.4%
CPRT COPART INC COM 0.0%
Value ($000) $6 Shares 82 Est. Cost $18.23 Unrealized +22.1%
ZTS ZOETIS INC CL A 0.0%
Value ($000) $6 Shares 52 Est. Cost $67.87 Unrealized +84.6%
ISHARES IBONDS DEC 2023 TERM CORPORATE ETF 0.0%
Value ($000) $6 Shares 250 Est. Cost $24.00 Unrealized
ISHARES IBONDS DEC 2025 TERM CORPORATE ETF 0.0%
Value ($000) $6 Shares 255 Est. Cost $23.53 Unrealized
WPM WHEATON PRECIOUS METALS CORP COM 0.0%
Value ($000) $6 Shares 200 Est. Cost $18.25 Unrealized +47.8%
ISHARES IBONDS DEC 2020 TERM CORPORATE ETF 0.0%
Value ($000) $6 Shares 247 Est. Cost $24.29 Unrealized
TTWO TAKE-TWO INTERACTIVE SOFTWARE COM 0.0%
Value ($000) $6 Shares 49 Est. Cost $114.07 Unrealized +3.6%
ISHARES IBONDS DEC 2024 TERM CORPORATE ETF 0.0%
Value ($000) $6 Shares 259 Est. Cost $23.17 Unrealized
ISHARES IBONDS DEC 2021 TERM CORPORATE ETF 0.0%
Value ($000) $6 Shares 254 Est. Cost $23.62 Unrealized
ISHARES IBONDS DEC 2022 TERM CORPORATE ETF 0.0%
Value ($000) $6 Shares 252 Est. Cost $23.81 Unrealized
ETFMG ALTERNATIVE HARVEST ETF 0.0%
Value ($000) $6 Shares 500 Est. Cost $28.28 Unrealized
ADC AGREE REALTY CORP COM 0.0%
Value ($000) $6 Shares 100 Est. Cost $50.00 Unrealized
PGR PROGRESSIVE CORP OHIO COM 0.0%
Value ($000) $6 Shares 88 Est. Cost $56.74 Unrealized +15.2%
SCZ ISHARES MSCI EAFE SMALL-CAP ETF 0.0%
Value ($000) $6 Shares 141 Est. Cost $54.86 Unrealized
IBDS ISHARES IBONDS DEC 2027 TERM CORPORATE ETF 0.0%
Value ($000) $6 Shares 263 Est. Cost $22.81 Unrealized
APERGY CORP COM 0.0%
Value ($000) $6 Shares 1,022 Est. Cost $42.07 Unrealized
BSV VANGUARD SHORT-TERM BOND INDEX FUND 0.0%
Value ($000) $6 Shares 72 Est. Cost $80.63 Unrealized
MBB ISHARES MBS ETF 0.0%
Value ($000) $6 Shares 53 Est. Cost $113.21 Unrealized
EOLS EVOLUS INC COM 0.0%
Value ($000) $6 Shares 1,390 Est. Cost $21.25 Unrealized -60.1%
EXAS EXACT SCIENCES CORP COM 0.0%
Value ($000) $5 Shares 90 Est. Cost $87.91 Unrealized -7.7%
MET METLIFE INC COM 0.0%
Value ($000) $5 Shares 164 Est. Cost $28.00 Unrealized +30.2%
IQV IQVIA HLDGS INC COM 0.0%
Value ($000) $5 Shares 45 Est. Cost $101.80 Unrealized +40.3%
STERICYCLE INC COM 0.0%
Value ($000) $5 Shares 100 Est. Cost $70.16 Unrealized
SPARTAN MTRS INC COM 0.0%
Value ($000) $5 Shares 415 Est. Cost $4.85 Unrealized
BSCT INVESCO BULLETSHARES 2029 CORPORATE BOND ETF 0.0%
Value ($000) $5 Shares 268 Est. Cost $18.66 Unrealized
SDCCQ SMILEDIRECTCLUB INC CL A COM 0.0%
Value ($000) $5 Shares 991 Est. Cost $9.99 Unrealized -1.4%
BKNG BOOKING HLDGS INC COM 0.0%
Value ($000) $5 Shares 4 Est. Cost $1890.66 Unrealized -8.7%
RLI RLI CORP COM 0.0%
Value ($000) $5 Shares 60 Est. Cost $23.43 Unrealized +53.0%
NEU NEWMARKET CORP COM 0.0%
Value ($000) $5 Shares 12 Est. Cost $338.33 Unrealized +10.0%
SCHO SCHWAB SHORT-TERM U.S. TREASURY ETF 0.0%
Value ($000) $5 Shares 102 Est. Cost $49.02 Unrealized
HLT HILTON WORLDWIDE HLDGS INC COM 0.0%
Value ($000) $5 Shares 66 Est. Cost $76.73 Unrealized +25.2%
LIBERTY GLOBAL PLC SHS CL C 0.0%
Value ($000) $5 Shares 300 Est. Cost $23.33 Unrealized
RELX RELX PLC SPONSORED ADR 0.0%
Value ($000) $5 Shares 250 Est. Cost $21.03 Unrealized
APH AMPHENOL CORP NEW CL A 0.0%
Value ($000) $5 Shares 70 Est. Cost $19.19 Unrealized +17.5%
GIB CGI INC CL A SUB VTG 0.0%
Value ($000) $5 Shares 97 Est. Cost $65.67 Unrealized +9.8%
CAG CONAGRA BRANDS INC COM 0.0%
Value ($000) $5 Shares 166 Est. Cost $26.48 Unrealized -11.1%
GM GENERAL MTRS CO COM 0.0%
Value ($000) $5 Shares 226 Est. Cost $29.01 Unrealized +0.6%
SAP SAP SE SPON ADR 0.0%
Value ($000) $5 Shares 43 Est. Cost $112.92 Unrealized
PRGO PERRIGO CO PLC SHS 0.0%
Value ($000) $5 Shares 100 Est. Cost $131.27 Unrealized -59.1%
ACWI ISHARES MSCI ACWI INDEX FUND 0.0%
Value ($000) $5 Shares 85 Est. Cost $58.82 Unrealized
SNN SMITH & NEPHEW PLC SPDN ADR NEW 0.0%
Value ($000) $4 Shares 100 Est. Cost $40.00 Unrealized
DOX AMDOCS LTD SHS 0.0%
Value ($000) $4 Shares 74 Est. Cost $59.82 Unrealized -1.2%
HORIZON THERAPEUTICS PUB LTD SHS 0.0%
Value ($000) $4 Shares 135 Est. Cost $29.63 Unrealized
LIT GLOBAL X LITHIUM & BATTERY TECH ETF 0.0%
Value ($000) $4 Shares 206 Est. Cost $38.83 Unrealized
TDOC TELADOC HEALTH INC COM 0.0%
Value ($000) $4 Shares 25 Est. Cost $62.96 Unrealized +84.8%
KR KROGER CO COM 0.0%
Value ($000) $4 Shares 124 Est. Cost $23.26 Unrealized +11.4%
QURATE RETAIL INC COM SER A 0.0%
Value ($000) $4 Shares 598 Est. Cost $15.62 Unrealized
ROST ROSS STORES INC COM 0.0%
Value ($000) $4 Shares 51 Est. Cost $93.44 Unrealized +7.8%
ACLS AXCELIS TECHNOLOGIES INC COM NEW 0.0%
Value ($000) $4 Shares 228 Est. Cost $31.47 Unrealized -26.2%
KEYS KEYSIGHT TECHNOLOGIES INC COM 0.0%
Value ($000) $4 Shares 51 Est. Cost $92.13 Unrealized +3.1%
CCK CROWN HOLDINGS INC COM 0.0%
Value ($000) $4 Shares 71 Est. Cost $42.50 Unrealized +55.6%
WCN WASTE CONNECTIONS INC COM 0.0%
Value ($000) $4 Shares 54 Est. Cost $87.82 Unrealized +2.8%
NFLX NETFLIX INC COM 0.0%
Value ($000) $4 Shares 10 Est. Cost $14.66 Unrealized +141.3%
MARVELL TECHNOLOGY GROUP LTD ORD 0.0%
Value ($000) $4 Shares 165 Est. Cost $23.73 Unrealized
NXPI NXP SEMICONDUCTORS N V COM 0.0%
Value ($000) $4 Shares 50 Est. Cost $79.11 Unrealized +34.1%
DELL DELL TECHNOLOGIES INC CL C 0.0%
Value ($000) $4 Shares 99 Est. Cost $25.10 Unrealized -15.7%
CDNS CADENCE DESIGN SYSTEM INC COM 0.0%
Value ($000) $4 Shares 61 Est. Cost $40.99 Unrealized +69.2%
OPK OPKO HEALTH INC COM 0.0%
Value ($000) $4 Shares 2,825 Est. Cost $1.67 Unrealized -6.4%
EOG EOG RES INC COM 0.0%
Value ($000) $4 Shares 124 Est. Cost $63.45 Unrealized -21.7%
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $4 Shares 170 Est. Cost $32.28 Unrealized
ETON ETON PHARMACEUTICALS INC COM 0.0%
Value ($000) $4 Shares 1,000 Est. Cost $6.18 Unrealized -5.5%
STE STERIS PLC SHS USD 0.0%
Value ($000) $4 Shares 27 Est. Cost $141.09 Unrealized +0.6%
WAB WABTEC CORP COM 0.0%
Value ($000) $4 Shares 87 Est. Cost $69.60 Unrealized -4.7%
MU MICRON TECHNOLOGY INC COM 0.0%
Value ($000) $4 Shares 89 Est. Cost $49.08 Unrealized +3.4%
ARENA PHARMACEUTICALS INC COM NEW 0.0%
Value ($000) $4 Shares 105 Est. Cost $19.60 Unrealized
NABORS INDUSTRIES LTD SHS 0.0%
Value ($000) $4 Shares 10,000 Est. Cost $0.40 Unrealized
TRGP TARGA RES CORP COM 0.0%
Value ($000) $4 Shares 638 Est. Cost $31.79 Unrealized -17.8%
HRTX HERON THERAPEUTICS INC COM 0.0%
Value ($000) $3 Shares 250 Est. Cost $22.35 Unrealized -15.9%
BSCS INVESCO BULLETSHARES 2028 CORPORATE BOND ETF 0.0%
Value ($000) $3 Shares 145 Est. Cost $20.69 Unrealized
GMED GLOBUS MED INC CL A 0.0%
Value ($000) $3 Shares 76 Est. Cost $43.09 Unrealized +14.7%
ROK ROCKWELL AUTOMATION INC COM 0.0%
Value ($000) $3 Shares 20 Est. Cost $160.89 Unrealized +4.0%
GALT GALECTIN THERAPEUTICS INC COM 0.0%
Value ($000) $3 Shares 1,398 Est. Cost $4.06 Unrealized -40.1%
WELBILT INC COM 0.0%
Value ($000) $3 Shares 666 Est. Cost $15.02 Unrealized
ICLR ICON PLC SHS 0.0%
Value ($000) $3 Shares 22 Est. Cost $160.09 Unrealized 0.0%
UNILEVER N V N Y SHS NEW 0.0%
Value ($000) $3 Shares 61 Est. Cost $56.73 Unrealized
GPN GLOBAL PMTS INC COM 0.0%
Value ($000) $3 Shares 18 Est. Cost $155.39 Unrealized +12.1%
PACIFIC ETHANOL INC COM PAR $.001 0.0%
Value ($000) $3 Shares 13,000 Est. Cost $0.54 Unrealized
TIP ISHARES TIPS BOND ETF 0.0%
Value ($000) $3 Shares 25 Est. Cost $113.30 Unrealized
VTR VENTAS INC COM 0.0%
Value ($000) $3 Shares 129 Est. Cost $48.86 Unrealized -19.3%
DISCOVERY INC COM SER C 0.0%
Value ($000) $3 Shares 150 Est. Cost $33.33 Unrealized
BAH BOOZ ALLEN HAMILTON HLDG CORP CL A 0.0%
Value ($000) $3 Shares 46 Est. Cost $62.96 Unrealized +4.9%
MBUU MALIBU BOATS INC COM CL A 0.0%
Value ($000) $3 Shares 111 Est. Cost $32.54 Unrealized +21.9%
VOD VODAFONE GROUP PLC NEW SPONSORED ADR 0.0%
Value ($000) $3 Shares 242 Est. Cost $25.12 Unrealized
US ECOLOGY INC COM 0.0%
Value ($000) $3 Shares 92 Est. Cost $54.35 Unrealized
HRL HORMEL FOODS CORP COM 0.0%
Value ($000) $3 Shares 55 Est. Cost $34.30 Unrealized +12.7%
UNF UNIFIRST CORP MASS COM 0.0%
Value ($000) $3 Shares 18 Est. Cost $153.53 Unrealized +18.2%
CX CEMEX SAB DE CV SPON ADR NEW 0.0%
Value ($000) $3 Shares 1,429 Est. Cost $10.00 Unrealized
EPAM EPAM SYS INC COM 0.0%
Value ($000) $3 Shares 16 Est. Cost $196.74 Unrealized +9.8%
LAMR LAMAR ADVERTISING CO NEW CL A 0.0%
Value ($000) $3 Shares 50 Est. Cost $76.00 Unrealized
STT STATE STR CORP COM 0.0%
Value ($000) $3 Shares 59 Est. Cost $47.53 Unrealized +20.5%
SLB SCHLUMBERGER LTD COM 0.0%
Value ($000) $3 Shares 190 Est. Cost $59.78 Unrealized -57.7%
TKR TIMKEN CO COM 0.0%
Value ($000) $2 Shares 53 Est. Cost $48.13 Unrealized -1.7%
TMP TOMPKINS FINANCIAL CORPORATION COM 0.0%
Value ($000) $2 Shares 29 Est. Cost $66.70 Unrealized 0.0%
CMP COMPASS MINERALS INTL INC COM 0.0%
Value ($000) $2 Shares 45 Est. Cost $48.21 Unrealized 0.0%
SOUTH ST CORP COM 0.0%
Value ($000) $2 Shares 26 Est. Cost $76.92 Unrealized
INVESCO BULLETSHARES 2024 CORPORATE BOND ETF 0.0%
Value ($000) $2 Shares 98 Est. Cost $20.41 Unrealized
INVESCO BULLETSHARES 2023 CORPORATE BOND ETF 0.0%
Value ($000) $2 Shares 99 Est. Cost $20.20 Unrealized
BSCQ INVESCO BULLETSHARES 2026 CORPORATE BOND ETF 0.0%
Value ($000) $2 Shares 77 Est. Cost $25.97 Unrealized
INVESCO BULLETSHARES 2021 CORPORATE BOND ETF 0.0%
Value ($000) $2 Shares 99 Est. Cost $20.20 Unrealized
INVESCO BULLETSHARES 2022 CORPORATE BOND ETF 0.0%
Value ($000) $2 Shares 98 Est. Cost $20.41 Unrealized
ITGR INTEGER HLDGS CORP COM 0.0%
Value ($000) $2 Shares 28 Est. Cost $50.36 Unrealized +62.0%
SSNC SS&C TECHNOLOGIES HLDGS INC COM 0.0%
Value ($000) $2 Shares 42 Est. Cost $56.07 Unrealized +0.8%
RSG REPUBLIC SVCS INC COM 0.0%
Value ($000) $2 Shares 30 Est. Cost $80.00 Unrealized +3.8%
MTN VAIL RESORTS INC COM 0.0%
Value ($000) $2 Shares 13 Est. Cost $218.90 Unrealized -1.7%
WH WYNDHAM HOTELS & RESORTS INC COM 0.0%
Value ($000) $2 Shares 48 Est. Cost $55.08 Unrealized -7.7%
WDC WESTERN DIGITAL CORP COM 0.0%
Value ($000) $2 Shares 60 Est. Cost $41.89 Unrealized +3.9%
CLNE CLEAN ENERGY FUELS CORP COM 0.0%
Value ($000) $2 Shares 1,000 Est. Cost $12.52 Unrealized -82.0%
TWLO TWILIO INC CL A 0.0%
Value ($000) $2 Shares 25 Est. Cost $109.80 Unrealized 0.0%
TAK TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS 0.0%
Value ($000) $2 Shares 151 Est. Cost $18.48 Unrealized
BANR BANNER CORP COM NEW 0.0%
Value ($000) $2 Shares 48 Est. Cost $41.73 Unrealized -8.1%
MKSI MKS INSTRUMENT INC COM 0.0%
Value ($000) $2 Shares 20 Est. Cost $103.13 Unrealized -5.1%
LBTYAUSD LIBERTY GLOBAL PLC SHS CL A 0.0%
Value ($000) $2 Shares 100 Est. Cost $20.00 Unrealized
VALPQ VALARIS PLC SHS CLASS A 0.0%
Value ($000) $2 Shares 5,000 Est. Cost $0.40 Unrealized
MMSI MERIT MED SYS INC COM 0.0%
Value ($000) $2 Shares 69 Est. Cost $45.28 Unrealized -21.3%
CDW CDW CORP COM 0.0%
Value ($000) $2 Shares 18 Est. Cost $106.19 Unrealized +7.4%
INTERPUBLIC GROUP COS INC COM 0.0%
Value ($000) $2 Shares 101 Est. Cost $16.83 Unrealized -0.7%
OKTA OKTA INC CL A 0.0%
Value ($000) $2 Shares 20 Est. Cost $124.06 Unrealized +1.1%
TE CONNECTIVITY LTD REG SHS 0.0%
Value ($000) $2 Shares 38 Est. Cost $105.26 Unrealized
COKE COCA COLA CONSOLIDATED INC COM 0.0%
Value ($000) $2 Shares 8 Est. Cost $29.73 Unrealized -20.2%
AZO AUTOZONE INC COM 0.0%
Value ($000) $2 Shares 2 Est. Cost $1120.85 Unrealized -7.3%
MS MORGAN STANLEY COM NEW 0.0%
Value ($000) $2 Shares 64 Est. Cost $37.46 Unrealized +4.5%
BROOKLINE BANCORP INC DEL COM 0.0%
Value ($000) $2 Shares 137 Est. Cost $14.60 Unrealized
INVESCO BULLETSHARES 2025 CORPORATE BOND ETF 0.0%
Value ($000) $2 Shares 98 Est. Cost $20.41 Unrealized
IDV ISHARES INTERNATIONAL SELECT DIVIDEND ETF 0.0%
Value ($000) $2 Shares 100 Est. Cost $20.00 Unrealized
FRBKQ REPUBLIC FIRST BANCORP INC COM 0.0%
Value ($000) $2 Shares 700 Est. Cost $3.16 Unrealized 0.0%
WMB WILLIAMS COS INC DEL COM 0.0%
Value ($000) $2 Shares 157 Est. Cost $19.69 Unrealized -29.0%
DCH AMERICAN AXLE & MFG HLDGS INC COM 0.0%
Value ($000) $2 Shares 450 Est. Cost $15.88 Unrealized -53.2%
OSUR ORASURE TECHNOLOGIES INC COM 0.0%
Value ($000) $2 Shares 150 Est. Cost $10.34 Unrealized -30.8%
ALC ALCON INC ORD SHS 0.0%
Value ($000) $2 Shares 38 Est. Cost $57.87 Unrealized -2.1%
COVETRUS INC COM 0.0%
Value ($000) $1 Shares 132 Est. Cost $30.30 Unrealized
CINEDIGM CORP COM NEW 0.0%
Value ($000) $1 Shares 3,796 Est. Cost $0.26 Unrealized
ALEXION PHARMACEUTICALS INC COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $166.67 Unrealized
EVR EVERCORE INC CLASS A 0.0%
Value ($000) $1 Shares 22 Est. Cost $79.15 Unrealized -25.4%
IART INTEGRA LIFESCIENCES HLDGS CP COM NEW 0.0%
Value ($000) $1 Shares 31 Est. Cost $52.42 Unrealized +0.1%
HOPE HOPE BANCORP INC COM 0.0%
Value ($000) $1 Shares 105 Est. Cost $18.53 Unrealized -32.6%
CCL CARNIVAL CORP PAIRED CTF 0.0%
Value ($000) $1 Shares 87 Est. Cost $51.92 Unrealized -32.0%
LIBERTY MEDIA CORP DELAWARE COM C BRAVES GRP 0.0%
Value ($000) $1 Shares 36 Est. Cost $27.78 Unrealized
SJT SAN JUAN BASIN RTY TR UNIT BEN INT 0.0%
Value ($000) $1 Shares 500 Est. Cost $4.00 Unrealized
TM TOYOTA MOTOR CORP SP ADR REP2COM 0.0%
Value ($000) $1 Shares 7 Est. Cost $130.90 Unrealized
NOBLE ENERGY INC COM 0.0%
Value ($000) $1 Shares 130 Est. Cost $7.69 Unrealized
LILAK LIBERTY LATIN AMERICA LTD COM CL C 0.0%
Value ($000) $1 Shares 52 Est. Cost $17.02 Unrealized -12.9%
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $1 Shares 9 Est. Cost $111.11 Unrealized
IEI ISHARES 3-7 YEAR TREASURY BOND ETF 0.0%
Value ($000) $1 Shares 8 Est. Cost $125.00 Unrealized
HANESBRANDS INC COM 0.0%
Value ($000) $1 Shares 150 Est. Cost $35.17 Unrealized
CENTA CENTRAL GARDEN & PET CO CL A NON-VTG 0.0%
Value ($000) $1 Shares 54 Est. Cost $30.05 Unrealized -26.1%
ALLE ALLEGION PUB LTD CO ORD SHS 0.0%
Value ($000) $1 Shares 12 Est. Cost $91.91 Unrealized +20.5%
PERSPECTA INC COM 0.0%
Value ($000) $1 Shares 67 Est. Cost $19.46 Unrealized
JEF JEFFERIES FINL GROUP INC COM 0.0%
Value ($000) $1 Shares 107 Est. Cost $15.84 Unrealized 0.0%
GOLDEN MINERALS CO COM 0.0%
Value ($000) $1 Shares 3,000 Est. Cost $0.33 Unrealized
LIBERTY MEDIA CORP DELAWARE COM SER C FRMLA 0.0%
Value ($000) $1 Shares 54 Est. Cost $37.04 Unrealized
ADNT ADIENT PLC ORD SHS 0.0%
Value ($000) $1 Shares 66 Est. Cost $22.18 Unrealized -9.2%
PRTA PROTHENA CORP PLC SHS 0.0%
Value ($000) $1 Shares 100 Est. Cost $10.72 Unrealized +12.9%
MC MOELIS & CO CL A 0.0%
Value ($000) $1 Shares 28 Est. Cost $22.34 Unrealized -1.7%
WEX WEX INC COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $200.54 Unrealized -6.9%
PIONEER NAT RES CO COM 0.0%
Value ($000) $1 Shares 11 Est. Cost $161.03 Unrealized
HI-CRUSH PARTNERS LP COM UNIT LTD 0.0%
Value ($000) $1 Shares 5,155 Est. Cost $3.49 Unrealized
ASIX ADVANSIX INC COM 0.0%
Value ($000) $1 Shares 60 Est. Cost $18.54 Unrealized -23.5%
DRI DARDEN RESTAURANTS INC COM 0.0%
Value ($000) $1 Shares 20 Est. Cost $95.83 Unrealized -13.6%
TORTOISE ENERGY INFRA CORP COM 0.0%
Value ($000) $1 Shares 513 Est. Cost $22.94 Unrealized
E TRADE FINANCIAL CORP COM NEW 0.0%
Value ($000) $1 Shares 38 Est. Cost $43.36 Unrealized
DXC DXC TECHNOLOGY CO COM 0.0%
Value ($000) $1 Shares 45 Est. Cost $72.01 Unrealized -63.9%
KDP KEURIG DR PEPPER INC COM 0.0%
Value ($000) $1 Shares 60 Est. Cost $24.67 Unrealized -5.6%
BSCR INVESCO BULLETSHARES 2027 CORPORATE BOND ETF 0.0%
Value ($000) $1 Shares 48 Est. Cost $20.83 Unrealized
SUI SUN CMNTYS INC COM 0.0%
Value ($000) $1 Shares 9 Est. Cost $119.56 Unrealized
LOGMEIN INC COM 0.0%
Value ($000) $1 Shares 17 Est. Cost $58.82 Unrealized
KEY KEYCORP NEW COM 0.0%
Value ($000) $1 Shares 78 Est. Cost $13.98 Unrealized -11.0%
CHICOS FAS INC COM 0.0%
Value ($000) $1 Shares 404 Est. Cost $17.41 Unrealized
STWD STARWOOD PPTY TR INC COM 0.0%
Value ($000) $1 Shares 50 Est. Cost $20.00 Unrealized
LNC LINCOLN NATL CORP IND COM 0.0%
Value ($000) $1 Shares 42 Est. Cost $30.39 Unrealized +16.7%
GPRE GREEN PLAINS INC COM 0.0%
Value ($000) $1 Shares 239 Est. Cost $13.32 Unrealized -19.0%
LIBERTY MEDIA CORP DELAWARE COM SER A FRMLA 0.0%
Value ($000) $1 Shares 27 Est. Cost $37.04 Unrealized
CINCINNATI BELL INC NEW COM NEW 0.0%
Value ($000) $1 Shares 36 Est. Cost $27.78 Unrealized
JNK SPDR BLOOMBERG BARCLAYS HIGH YIELD BOND ETF 0.0%
Value ($000) $1 Shares 7 Est. Cost $142.86 Unrealized
BROOKFIELD INFRASTRUCTURE CORP COM SB VTG SHS A 0.0%
Value ($000) $1 Shares 24 Est. Cost $41.67 Unrealized
QCOM QUALCOMM INC COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $46.16 Unrealized +55.8%
BLACKROCK CR ALLCTN INC TR COM 0.0%
Value ($000) $1 Shares 50 Est. Cost $20.00 Unrealized
REZI RESIDEO TECHNOLOGIES INC COM 0.0%
Value ($000) $1 Shares 255 Est. Cost $21.34 Unrealized -55.8%
WYNDHAM DESTINATIONS INC COM 0.0%
Value ($000) $1 Shares 48 Est. Cost $69.59 Unrealized
BRYN MAWR BK CORP COM 0.0%
Value ($000) $0 Shares 14 Est. Cost Unrealized
HL HECLA MNG CO COM 0.0%
Value ($000) $0 Shares 6 Est. Cost $5.54 Unrealized -51.5%
GTX GARRETT MOTION INC COM 0.0%
Value ($000) $0 Shares 153 Est. Cost $14.87 Unrealized -51.0%
LIONS GATE ENTMNT CORP CL A VTG 0.0%
Value ($000) $0 Shares 15 Est. Cost Unrealized
PLUS THERAPEUTICS INC COM NEW 0.0%
Value ($000) $0 Shares 10 Est. Cost Unrealized
AMERICAN INTL GROUP INC WT EXP 011921 0.0%
Value ($000) $0 Shares 3 Est. Cost Unrealized
COTY COTY INC COM CL A 0.0%
Value ($000) $0 Shares 1 Est. Cost $11.20 Unrealized -16.7%
TILRAY INC COM CL 2 0.0%
Value ($000) $0 Shares 4 Est. Cost $26.32 Unrealized
SPB SPECTRUM BRANDS HLDGS INC NEW COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $54.05 Unrealized 0.0%
CRON CRONOS GROUP INC COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $18.77 Unrealized -64.6%
MICRO FOCUS INTERNATIONAL PLC SPON ADR NEW 0.0%
Value ($000) $0 Shares 60 Est. Cost $27.93 Unrealized
SPG SIMON PPTY GROUP INC NEW COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $86.10 Unrealized 0.0%
BELLICUM PHARMACEUTICALS INC COM 0.0%
Value ($000) $0 Shares 35 Est. Cost Unrealized
LIONS GATE ENTMNT CORP CL B NON VTG 0.0%
Value ($000) $0 Shares 88 Est. Cost $25.00 Unrealized
FRONTIER COMMUNICATIONS CORP COM NEW 0.0%
Value ($000) $0 Shares 9 Est. Cost $1.14 Unrealized
CALUMET SPECIALTY PRODS PTNRS UT LTD PARTNER 0.0%
Value ($000) $0 Shares 104 Est. Cost Unrealized
SVVC FIRSTHAND TECH VALUE FD INC COM 0.0%
Value ($000) $0 Shares 20 Est. Cost $20.79 Unrealized -72.5%
CNK CINEMARK HOLDINGS INC COM 0.0%
Value ($000) $0 Shares 48 Est. Cost $34.51 Unrealized -27.5%
RIOT RIOT BLOCKCHAIN INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $14.03 Unrealized -91.4%
INTREPID POTASH INC COM 0.0%
Value ($000) $0 Shares 250 Est. Cost $4.00 Unrealized
TITAN MED INC COM NEW 0.0%
Value ($000) $0 Shares 66 Est. Cost $8.62 Unrealized
AURORA CANNABIS INC COM 0.0%
Value ($000) $0 Shares 368 Est. Cost $4.84 Unrealized
TELFY TELEFONICA S A SPONSORED ADR 0.0%
Value ($000) $0 Shares 45 Est. Cost Unrealized
SIERRA WIRELESS INC COM 0.0%
Value ($000) $0 Shares 50 Est. Cost Unrealized
SPOT SPOTIFY TECHNOLOGY S A SHS 0.0%
Value ($000) $0 Shares 2 Est. Cost $141.56 Unrealized 0.0%
FANG DIAMONDBACK ENERGY INC COM 0.0%
Value ($000) $0 Shares 11 Est. Cost $64.81 Unrealized -24.0%
EVRG EVERGY INC COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $52.03 Unrealized 0.0%
CANOPY GROWTH CORP COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $39.60 Unrealized
SBRA SABRA HEALTH CARE REIT INC COM 0.0%
Value ($000) $0 Shares 32 Est. Cost $40.00 Unrealized
AIG AMERICAN INTL GROUP INC COM NEW 0.0%
Value ($000) $0 Shares 3 Est. Cost $41.90 Unrealized -12.3%
LYFT LYFT INC CL A COM 0.0%
Value ($000) $0 Shares 13 Est. Cost $60.12 Unrealized -33.9%
MREO MEREO BIOPHARMA GROUP PLC ADS 0.0%
Value ($000) $0 Shares 48 Est. Cost Unrealized
LILA LIBERTY LATIN AMERICA LTD COM CL A 0.0%
Value ($000) $0 Shares 17 Est. Cost $17.11 Unrealized -13.5%
LIBERTY MEDIA CORP DELAWARE COM A BRAVES GRP 0.0%
Value ($000) $0 Shares 10 Est. Cost Unrealized
APHRIA INC COM 0.0%
Value ($000) $0 Shares 7 Est. Cost $5.32 Unrealized