Clean Yield Group Diversified Active

CIK: 0001525865 · Show all filings

Period: Q1 2020 (← Previous) (Next →)

Filing Date: Apr 20, 2020

Total Value ($000): $210,543 (100.0% shares, 0.0% debt)

Holdings (377)

SPY SPDR S&P 500 ETF 15.0%
Value ($000) $31,626 Shares 122,700 Est. Cost $212.27 Unrealized
CENTURY BANCORP INC MASS CL A NON VTG 3.3%
Value ($000) $6,914 Shares 111,081 Est. Cost $45.05 Unrealized
AAPL APPLE INC COM 2.8%
Value ($000) $5,971 Shares 23,481 Est. Cost $18.70 Unrealized +280.0%
UNILEVER N V N Y SHS NEW 2.8%
Value ($000) $5,949 Shares 121,931 Est. Cost $46.71 Unrealized
VOD VODAFONE GROUP PLC NEW SPONSORED ADR 2.6%
Value ($000) $5,561 Shares 403,814 Est. Cost $20.96 Unrealized
TU TELUS CORPORATION COM 2.6%
Value ($000) $5,526 Shares 350,212 Est. Cost $18.07 Unrealized +2.5%
GIS GENERAL MLS INC COM 2.5%
Value ($000) $5,260 Shares 99,686 Est. Cost $33.83 Unrealized +28.0%
SNY SANOFI SPONSORED ADR 2.3%
Value ($000) $4,916 Shares 112,452 Est. Cost $40.84 Unrealized
XRAY DENTSPLY SIRONA INC COM 2.0%
Value ($000) $4,254 Shares 109,545 Est. Cost $39.52 Unrealized +28.9%
HASI HANNON ARMSTRONG SUST INFR CAP COM 2.0%
Value ($000) $4,243 Shares 207,879 Est. Cost $11.10 Unrealized +113.3%
BIIB BIOGEN INC COM 2.0%
Value ($000) $4,197 Shares 13,266 Est. Cost $286.71 Unrealized +5.8%
CL COLGATE PALMOLIVE CO COM 2.0%
Value ($000) $4,130 Shares 62,233 Est. Cost $55.63 Unrealized +10.6%
HIW HIGHWOODS PPTYS INC COM 1.7%
Value ($000) $3,659 Shares 103,310 Est. Cost $43.21 Unrealized
MKC MCCORMICK & CO INC COM NON VTG 1.7%
Value ($000) $3,648 Shares 25,833 Est. Cost $28.19 Unrealized +144.6%
PHYSICIANS RLTY TR COM 1.7%
Value ($000) $3,640 Shares 261,152 Est. Cost $15.83 Unrealized
JNJ JOHNSON & JOHNSON COM 1.7%
Value ($000) $3,629 Shares 27,677 Est. Cost $67.12 Unrealized +79.0%
HIFS HINGHAM INSTN SVGS MASS COM 1.7%
Value ($000) $3,586 Shares 24,730 Est. Cost $138.73 Unrealized +25.9%
AMERICAN CAMPUS CMNTYS INC COM 1.6%
Value ($000) $3,370 Shares 121,447 Est. Cost $39.32 Unrealized
GILD GILEAD SCIENCES INC COM 1.5%
Value ($000) $3,171 Shares 42,412 Est. Cost $62.05 Unrealized -11.5%
HEALTHCARE TR AMER INC CL A NEW 1.5%
Value ($000) $3,123 Shares 128,615 Est. Cost $29.45 Unrealized
NVO NOVO-NORDISK A S ADR 1.4%
Value ($000) $3,005 Shares 49,913 Est. Cost $50.87 Unrealized
AMGN AMGEN INC COM 1.3%
Value ($000) $2,803 Shares 13,825 Est. Cost $91.83 Unrealized +98.4%
ADP AUTOMATIC DATA PROCESSING INC COM 1.3%
Value ($000) $2,796 Shares 20,459 Est. Cost $50.11 Unrealized +183.3%
PG PROCTER & GAMBLE CO COM 1.3%
Value ($000) $2,747 Shares 24,976 Est. Cost $64.75 Unrealized +60.3%
DOC HEALTHPEAK PROPERTIES INC COM 1.3%
Value ($000) $2,641 Shares 110,733 Est. Cost $25.10 Unrealized -4.8%
CSCO CISCO SYS INC COM 1.2%
Value ($000) $2,585 Shares 65,759 Est. Cost $21.63 Unrealized +69.5%
UTMD UTAH MED PRODS INC COM 1.2%
Value ($000) $2,581 Shares 27,445 Est. Cost $56.77 Unrealized +63.7%
MSFT MICROSOFT CORP COM 1.2%
Value ($000) $2,466 Shares 15,637 Est. Cost $31.80 Unrealized +391.6%
ALC ALCON AG ORD SHS 1.2%
Value ($000) $2,445 Shares 48,120 Est. Cost $57.12 Unrealized -0.8%
BDX BECTON DICKINSON & CO COM 1.0%
Value ($000) $2,180 Shares 9,487 Est. Cost $79.22 Unrealized +184.0%
VTR VENTAS INC COM 1.0%
Value ($000) $2,052 Shares 76,580 Est. Cost $40.55 Unrealized -2.8%
UMPQUA HLDGS CORP COM 0.9%
Value ($000) $1,878 Shares 172,257 Est. Cost $10.91 Unrealized
DGX QUEST DIAGNOSTICS INC COM 0.9%
Value ($000) $1,854 Shares 23,089 Est. Cost $86.38 Unrealized +6.7%
HAIN HAIN CELESTIAL GROUP INC 0.8%
Value ($000) $1,746 Shares 67,228 Est. Cost $27.88 Unrealized -10.5%
AWK AMERICAN WTR WKS CO INC NEW COM 0.8%
Value ($000) $1,695 Shares 14,181 Est. Cost $38.80 Unrealized +197.6%
INTU INTUIT COM 0.8%
Value ($000) $1,688 Shares 7,340 Est. Cost $64.10 Unrealized +307.0%
LKFN LAKELAND FINL CORP COM 0.8%
Value ($000) $1,596 Shares 43,415 Est. Cost $36.85 Unrealized -0.3%
EXPD EXPEDITORS INTL WASH INC COM 0.7%
Value ($000) $1,526 Shares 22,869 Est. Cost $33.54 Unrealized +98.3%
AMRC AMERESCO INC CL A 0.7%
Value ($000) $1,506 Shares 88,444 Est. Cost $10.60 Unrealized +86.2%
ITW ILLINOIS TOOL WKS INC COM 0.7%
Value ($000) $1,488 Shares 10,470 Est. Cost $50.28 Unrealized +193.5%
BHB BAR HBR BANKSHARES COM 0.6%
Value ($000) $1,247 Shares 72,182 Est. Cost $15.42 Unrealized +8.8%
CAC CAMDEN NATL CORP COM 0.6%
Value ($000) $1,240 Shares 39,412 Est. Cost $22.16 Unrealized +48.1%
MAA MID AMER APT CMNTYS INC COM 0.6%
Value ($000) $1,224 Shares 11,883 Est. Cost $71.31 Unrealized +49.1%
PEP PEPSICO INC COM 0.6%
Value ($000) $1,198 Shares 9,974 Est. Cost $72.03 Unrealized +56.5%
SYK STRYKER CORP COM 0.6%
Value ($000) $1,179 Shares 7,081 Est. Cost $62.17 Unrealized +194.8%
VZ VERIZON COMMUNICATIONS INC COM 0.5%
Value ($000) $1,112 Shares 20,693 Est. Cost $28.16 Unrealized +45.7%
USB US BANCORP DEL COM NEW 0.5%
Value ($000) $1,091 Shares 31,664 Est. Cost $39.00 Unrealized -4.5%
TMO THERMO FISHER SCIENTIFIC INC COM 0.5%
Value ($000) $1,083 Shares 3,817 Est. Cost $87.30 Unrealized +255.7%
SJM SMUCKER J M CO COM NEW 0.5%
Value ($000) $1,027 Shares 9,252 Est. Cost $70.70 Unrealized +24.8%
MRK MERCK & CO. INC COM 0.5%
Value ($000) $966 Shares 12,551 Est. Cost $43.17 Unrealized +50.8%
MMM 3M CO COM 0.4%
Value ($000) $947 Shares 6,940 Est. Cost $101.36 Unrealized +4.5%
HD HOME DEPOT INC 0.4%
Value ($000) $855 Shares 4,581 Est. Cost $81.40 Unrealized +133.6%
CWT CALIFORNIA WTR SVC GROUP COM 0.4%
Value ($000) $836 Shares 16,605 Est. Cost $16.53 Unrealized +177.3%
MSEX MIDDLESEX WATER CO COM 0.4%
Value ($000) $804 Shares 13,380 Est. Cost $23.46 Unrealized +169.8%
CVS CVS HEALTH CORP COM 0.4%
Value ($000) $780 Shares 13,140 Est. Cost $59.34 Unrealized -6.8%
WTRG ESSENTIAL UTILS INC COM 0.4%
Value ($000) $775 Shares 19,044 Est. Cost $47.18 Unrealized 0.0%
HMS HLDGS CORP COM 0.4%
Value ($000) $749 Shares 29,645 Est. Cost $25.74 Unrealized
PDM PIEDMONT OFFICE REALTY TR INC COM CL A 0.3%
Value ($000) $668 Shares 37,800 Est. Cost $20.18 Unrealized
PFE PFIZER INC COM 0.3%
Value ($000) $651 Shares 19,956 Est. Cost $18.78 Unrealized +37.5%
FSLR FIRST SOLAR INC COM 0.3%
Value ($000) $644 Shares 17,860 Est. Cost $47.01 Unrealized +1.1%
AEM AGNICO EAGLE MINES LTD COM 0.3%
Value ($000) $633 Shares 15,900 Est. Cost $37.36 Unrealized +22.7%
GOOGL ALPHABET CLASS A 0.3%
Value ($000) $633 Shares 545 Est. Cost $36.75 Unrealized +83.0%
INTC INTEL CORP COM 0.3%
Value ($000) $616 Shares 11,389 Est. Cost $39.90 Unrealized +31.2%
TSCO TRACTOR SUPPLY CO COM 0.3%
Value ($000) $577 Shares 6,820 Est. Cost $10.91 Unrealized +49.8%
KAI KADANT INC COM 0.3%
Value ($000) $554 Shares 7,418 Est. Cost $40.14 Unrealized +127.9%
AGI ALAMOS GOLD INC NEW COM CL A 0.3%
Value ($000) $545 Shares 109,000 Est. Cost $4.76 Unrealized +17.3%
TRMB TRIMBLE INC COM 0.3%
Value ($000) $541 Shares 16,997 Est. Cost $40.09 Unrealized -2.5%
KIRKLAND LAKE GOLD LTD COM 0.3%
Value ($000) $533 Shares 18,000 Est. Cost $34.44 Unrealized
SYY SYSCO CORP COM 0.2%
Value ($000) $526 Shares 11,519 Est. Cost $27.22 Unrealized +116.1%
HLIO HELIOS TECHNOLOGIES INC COM 0.2%
Value ($000) $505 Shares 13,329 Est. Cost $46.71 Unrealized -8.8%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.2%
Value ($000) $495 Shares 2,709 Est. Cost $155.74 Unrealized +36.5%
SPY SPDR S&P 500 ETF 0.2%
Value ($000) $488 Shares 1,894 Est. Cost $212.27 Unrealized
LLY LILLY ELI & CO COM 0.2%
Value ($000) $486 Shares 3,505 Est. Cost $95.89 Unrealized +33.7%
PLD PROLOGIS INC. COM 0.2%
Value ($000) $479 Shares 5,965 Est. Cost $72.84 Unrealized +1.7%
DIS DISNEY WALT CO COM DISNEY 0.2%
Value ($000) $471 Shares 4,874 Est. Cost $65.51 Unrealized +88.6%
SCHW SCHWAB CHARLES CORP COM 0.2%
Value ($000) $454 Shares 13,490 Est. Cost $15.92 Unrealized +143.0%
NEM NEWMONT CORP COM 0.2%
Value ($000) $454 Shares 10,020 Est. Cost $27.95 Unrealized +35.6%
T AT&T INC COM 0.2%
Value ($000) $427 Shares 14,633 Est. Cost $13.67 Unrealized +32.9%
TXN TEXAS INSTRS INC COM 0.2%
Value ($000) $408 Shares 4,080 Est. Cost $41.69 Unrealized +143.8%
CITRIX SYS INC COM 0.2%
Value ($000) $399 Shares 2,820 Est. Cost $62.84 Unrealized
WALGREENS BOOTS ALLIANCE INC COM 0.2%
Value ($000) $391 Shares 8,550 Est. Cost $67.01 Unrealized
BARRICK GOLD CORPORATION COM 0.2%
Value ($000) $383 Shares 20,900 Est. Cost $11.62 Unrealized
SLV ISHARES SILVER TRUST 0.2%
Value ($000) $382 Shares 29,305 Est. Cost $14.93 Unrealized
MDT MEDTRONIC PLC SHS 0.2%
Value ($000) $363 Shares 4,028 Est. Cost $83.44 Unrealized +8.1%
GPC GENUINE PARTS CO COM 0.2%
Value ($000) $350 Shares 5,192 Est. Cost $60.67 Unrealized +23.9%
NSP INSPERITY INC COM 0.2%
Value ($000) $324 Shares 8,682 Est. Cost $43.07 Unrealized +39.4%
A AGILENT TECHNOLOGIES INC COM 0.2%
Value ($000) $322 Shares 4,502 Est. Cost $68.24 Unrealized +13.1%
BMY BRISTOL-MYERS SQUIBB CO COM 0.1%
Value ($000) $312 Shares 5,600 Est. Cost $42.14 Unrealized +15.3%
HUBB HUBBELL INC COM 0.1%
Value ($000) $307 Shares 2,675 Est. Cost $76.44 Unrealized +58.6%
AXP AMERICAN EXPRESS CO COM 0.1%
Value ($000) $306 Shares 3,580 Est. Cost $91.92 Unrealized +17.1%
AZN ASTRAZENECA PLC SPONSORED ADR 0.1%
Value ($000) $299 Shares 6,692 Est. Cost $44.20 Unrealized
ABBV ABBVIE INC COM 0.1%
Value ($000) $296 Shares 3,890 Est. Cost $45.41 Unrealized +48.0%
IBM INTERNATIONAL BUSINESS MACHS COM 0.1%
Value ($000) $295 Shares 2,656 Est. Cost $107.60 Unrealized -8.7%
ABT ABBOTT LABS COM 0.1%
Value ($000) $281 Shares 3,564 Est. Cost $36.67 Unrealized +105.4%
UNP UNION PAC CORP COM 0.1%
Value ($000) $275 Shares 1,950 Est. Cost $127.79 Unrealized +13.5%
NEOG NEOGEN CORP COM 0.1%
Value ($000) $270 Shares 4,033 Est. Cost $18.09 Unrealized +81.4%
CMCSA COMCAST CORP NEW CL A 0.1%
Value ($000) $266 Shares 7,751 Est. Cost $37.33 Unrealized -3.4%
KO COCA COLA CO COM 0.1%
Value ($000) $265 Shares 5,983 Est. Cost $32.33 Unrealized +39.2%
WAT WATERS CORP COM 0.1%
Value ($000) $263 Shares 1,446 Est. Cost $97.66 Unrealized +116.0%
CI CIGNA CORP NEW COM 0.1%
Value ($000) $262 Shares 1,476 Est. Cost $190.77 Unrealized -7.0%
AGZ ISHARES AGENCY BOND ETF 0.1%
Value ($000) $261 Shares 2,161 Est. Cost $114.20 Unrealized
PAYX PAYCHEX INC COM 0.1%
Value ($000) $260 Shares 4,133 Est. Cost $66.50 Unrealized +1.4%
ISRG INTUITIVE SURGICAL INC COM NEW 0.1%
Value ($000) $260 Shares 525 Est. Cost $169.46 Unrealized +8.1%
IJH ISHARES S&P MIDCAP FUND 0.1%
Value ($000) $259 Shares 1,800 Est. Cost $190.13 Unrealized
NEE NEXTERA ENERGY INC COM 0.1%
Value ($000) $244 Shares 1,012 Est. Cost $32.54 Unrealized +66.9%
TGT TARGET CORP COM 0.1%
Value ($000) $236 Shares 2,543 Est. Cost $74.92 Unrealized +26.8%
RTX RAYTHEON TECHNOLOGIES CORP COM 0.1%
Value ($000) $231 Shares 2,452 Est. Cost $73.52 Unrealized 0.0%
PAAS PAN AMERN SILVER CORP COM 0.1%
Value ($000) $229 Shares 16,000 Est. Cost $15.27 Unrealized +36.0%
NKE NIKE INC CL B 0.1%
Value ($000) $226 Shares 2,736 Est. Cost $50.40 Unrealized +70.4%
AFL AFLAC INC COM 0.1%
Value ($000) $224 Shares 6,533 Est. Cost $42.85 Unrealized -7.4%
XOM EXXON MOBIL CORP COM 0.1%
Value ($000) $222 Shares 5,855 Est. Cost $55.60 Unrealized -24.3%
RNR RENAISSANCERE HOLDINGS LTD COM 0.1%
Value ($000) $215 Shares 1,440 Est. Cost $189.09 Unrealized -5.9%
UPS UNITED PARCEL SERVICE INC CL B 0.1%
Value ($000) $210 Shares 2,247 Est. Cost $66.22 Unrealized +23.7%
TRV TRAVELERS COMPANIES INC COM 0.1%
Value ($000) $206 Shares 2,076 Est. Cost $115.88 Unrealized -5.4%
HSY HERSHEY CO COM 0.1%
Value ($000) $205 Shares 1,550 Est. Cost $90.02 Unrealized +42.7%
AMZN AMAZON COM INC COM 0.1%
Value ($000) $201 Shares 103 Est. Cost $86.14 Unrealized +12.4%
KEYS KEYSIGHT TECHNOLOGIES INC COM 0.1%
Value ($000) $188 Shares 2,251 Est. Cost $89.02 Unrealized +6.7%
APD AIR PRODS & CHEMS INC COM 0.1%
Value ($000) $185 Shares 927 Est. Cost $116.75 Unrealized +68.8%
ORLY O REILLY AUTOMOTIVE INC NEW COM 0.1%
Value ($000) $184 Shares 612 Est. Cost $24.97 Unrealized +2.3%
CHD CHURCH & DWIGHT INC COM 0.1%
Value ($000) $180 Shares 2,807 Est. Cost $52.05 Unrealized +27.3%
COST COSTCO WHSL CORP NEW COM 0.1%
Value ($000) $178 Shares 625 Est. Cost $207.52 Unrealized +33.9%
KMB KIMBERLY CLARK CORP COM 0.1%
Value ($000) $177 Shares 1,387 Est. Cost $86.55 Unrealized +29.5%
GOOG ALPHABET INC CAP STK CL C 0.1%
Value ($000) $174 Shares 150 Est. Cost $35.68 Unrealized +88.7%
JPM JPMORGAN CHASE & CO COM 0.1%
Value ($000) $166 Shares 1,847 Est. Cost $71.03 Unrealized +45.9%
QQQ INVESCO QQQ TRUST 0.1%
Value ($000) $162 Shares 850 Est. Cost $190.59 Unrealized
ANSYS INC COM 0.1%
Value ($000) $154 Shares 662 Est. Cost $206.11 Unrealized
GENERAL ELECTRIC CO COM 0.1%
Value ($000) $153 Shares 19,243 Est. Cost $15.73 Unrealized
MTD METTLER TOLEDO INTERNATIONAL COM 0.1%
Value ($000) $148 Shares 215 Est. Cost $752.79 Unrealized -0.9%
PYPL PAYPAL HLDGS INC COM 0.1%
Value ($000) $148 Shares 1,550 Est. Cost $101.80 Unrealized +8.2%
WEC WEC ENERGY GROUP INC COM 0.1%
Value ($000) $147 Shares 1,670 Est. Cost $55.99 Unrealized +42.0%
HYMB SPDR NUVEEN BLOOMBERG BARCLAYS HIGH YIELD MUNICIPAL BOND ETF 0.1%
Value ($000) $145 Shares 2,652 Est. Cost $58.86 Unrealized
CDE COEUR MNG INC COM NEW 0.1%
Value ($000) $144 Shares 45,000 Est. Cost $4.74 Unrealized +9.7%
BAX BAXTER INTL INC COM 0.1%
Value ($000) $142 Shares 1,753 Est. Cost $58.92 Unrealized +30.3%
WTS WATTS WATER TECHNOLOGIES INC CL A 0.1%
Value ($000) $141 Shares 1,661 Est. Cost $76.89 Unrealized +24.5%
MCD MCDONALDS CORP COM 0.1%
Value ($000) $139 Shares 841 Est. Cost $80.19 Unrealized +114.3%
MLKN MILLER HERMAN INC COM 0.1%
Value ($000) $139 Shares 6,240 Est. Cost $21.57 Unrealized +36.5%
IRM IRON MTN INC NEW COM 0.1%
Value ($000) $136 Shares 5,731 Est. Cost $22.98 Unrealized -1.8%
HL HECLA MNG CO COM 0.1%
Value ($000) $133 Shares 73,000 Est. Cost $2.65 Unrealized +1.4%
LOW LOWES COS INC COM 0.1%
Value ($000) $132 Shares 1,535 Est. Cost $85.43 Unrealized +15.0%
NVDA NVIDIA CORP COM 0.1%
Value ($000) $132 Shares 500 Est. Cost $4.12 Unrealized +52.7%
V VISA INC COM CL A 0.1%
Value ($000) $129 Shares 799 Est. Cost $153.41 Unrealized +17.8%
TNC TENNANT CO COM 0.1%
Value ($000) $128 Shares 2,211 Est. Cost $41.41 Unrealized +64.5%
WAB WABTEC COM 0.1%
Value ($000) $117 Shares 2,434 Est. Cost $50.48 Unrealized +31.4%
CBU COMMUNITY BK SYS INC COM 0.1%
Value ($000) $116 Shares 1,971 Est. Cost $46.68 Unrealized +16.0%
DHR DANAHER CORPORATION COM 0.1%
Value ($000) $116 Shares 837 Est. Cost $114.95 Unrealized +14.2%
FDX FEDEX CORP COM 0.1%
Value ($000) $114 Shares 940 Est. Cost $148.07 Unrealized -14.8%
EEM ISHARES MSCI EMERGING MARKETS ETF 0.1%
Value ($000) $113 Shares 3,300 Est. Cost $47.05 Unrealized
IDA IDACORP INC COM 0.1%
Value ($000) $111 Shares 1,270 Est. Cost $57.01 Unrealized +80.5%
LABORATORY CORP AMER HLDGS COM NEW 0.1%
Value ($000) $109 Shares 859 Est. Cost $167.64 Unrealized
KMX CARMAX INC COM 0.1%
Value ($000) $108 Shares 2,000 Est. Cost $78.21 Unrealized +8.2%
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $102 Shares 3,548 Est. Cost $36.68 Unrealized -0.1%
GLD SPDR GOLD SHARES 0.0%
Value ($000) $102 Shares 690 Est. Cost $130.97 Unrealized
NATUS MED INC DEL COM 0.0%
Value ($000) $99 Shares 4,280 Est. Cost $33.65 Unrealized
PHG KONINKLIJKE PHILIPS N V NY REG SH NEW 0.0%
Value ($000) $98 Shares 2,445 Est. Cost $39.59 Unrealized
NUVEEN AMT-FREE MUN VALUE FD COM 0.0%
Value ($000) $95 Shares 6,045 Est. Cost $16.21 Unrealized
NUVEEN SELECT TAX-FREE INCOME SH BEN INT 0.0%
Value ($000) $94 Shares 6,275 Est. Cost $14.65 Unrealized
CPT CAMDEN PPTY TR SH BEN INT 0.0%
Value ($000) $93 Shares 1,175 Est. Cost $84.79 Unrealized 0.0%
LTC LTC PPTYS INC COM 0.0%
Value ($000) $91 Shares 2,945 Est. Cost $44.77 Unrealized
VEU VANGUARD FTSE ALL-WORLD EX US INDEX FUND 0.0%
Value ($000) $89 Shares 2,170 Est. Cost $41.01 Unrealized
IFF INTERNATIONAL FLAVORS&FRAGRANC COM 0.0%
Value ($000) $89 Shares 872 Est. Cost $108.04 Unrealized -1.8%
ADBE ADOBE INC COM 0.0%
Value ($000) $86 Shares 270 Est. Cost $277.93 Unrealized +23.1%
HON HONEYWELL INTL INC COM 0.0%
Value ($000) $84 Shares 628 Est. Cost $98.89 Unrealized +38.1%
WY WEYERHAEUSER CO MTN BE COM 0.0%
Value ($000) $83 Shares 4,896 Est. Cost $22.36 Unrealized -5.3%
NSC NORFOLK SOUTHERN CORP COM 0.0%
Value ($000) $80 Shares 550 Est. Cost $163.63 Unrealized 0.0%
CERNER CORP COM 0.0%
Value ($000) $79 Shares 1,250 Est. Cost $53.10 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $77 Shares 675 Est. Cost $141.20 Unrealized
WLY WILEY JOHN & SONS INC CL A 0.0%
Value ($000) $75 Shares 2,008 Est. Cost $29.81 Unrealized +15.0%
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $75 Shares 1,575 Est. Cost $50.71 Unrealized +13.9%
TOTL SPDR DOUBLELINE TOTAL RETURN TACTICAL ETF 0.0%
Value ($000) $75 Shares 1,570 Est. Cost $47.77 Unrealized
ORA ORMAT TECHNOLOGIES INC COM 0.0%
Value ($000) $74 Shares 1,101 Est. Cost $56.93 Unrealized +27.7%
SHW SHERWIN WILLIAMS CO COM 0.0%
Value ($000) $72 Shares 157 Est. Cost $176.51 Unrealized -3.0%
VRTX VERTEX PHARMACEUTICALS INC COM 0.0%
Value ($000) $71 Shares 300 Est. Cost $174.82 Unrealized +31.2%
WOR WORTHINGTON INDS INC COM 0.0%
Value ($000) $70 Shares 2,650 Est. Cost $24.89 Unrealized -16.1%
MA MASTERCARD INC CL A 0.0%
Value ($000) $69 Shares 287 Est. Cost $260.81 Unrealized +10.4%
VB VANGUARD SMALL-CAP INDEX FUND 0.0%
Value ($000) $68 Shares 590 Est. Cost $166.10 Unrealized
PPG PPG INDS INC COM 0.0%
Value ($000) $67 Shares 800 Est. Cost $90.41 Unrealized +9.5%
CRM SALESFORCE COM INC COM 0.0%
Value ($000) $66 Shares 461 Est. Cost $169.39 Unrealized 0.0%
WMT WALMART INC COM 0.0%
Value ($000) $66 Shares 583 Est. Cost $20.17 Unrealized +75.4%
XLU UTILITIES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $66 Shares 1,200 Est. Cost $53.33 Unrealized
BMI BADGER METER INC COM 0.0%
Value ($000) $64 Shares 1,200 Est. Cost $48.19 Unrealized +20.6%
STZ CONSTELLATION BRANDS INC CL A 0.0%
Value ($000) $64 Shares 449 Est. Cost $161.77 Unrealized -1.0%
FITB FIFTH THIRD BANCORP COM 0.0%
Value ($000) $63 Shares 4,271 Est. Cost $19.85 Unrealized -1.0%
BA BOEING CO COM 0.0%
Value ($000) $63 Shares 425 Est. Cost $334.97 Unrealized -18.6%
EMN EASTMAN CHEM CO COM 0.0%
Value ($000) $62 Shares 1,335 Est. Cost $61.65 Unrealized -15.8%
VIOO VANGUARD S&P SMALL-CAP 600 ETF 0.0%
Value ($000) $61 Shares 600 Est. Cost $101.67 Unrealized
SPGI S&P GLOBAL INC COM 0.0%
Value ($000) $61 Shares 250 Est. Cost $137.87 Unrealized +89.4%
MCHP MICROCHIP TECHNOLOGY INC COM 0.0%
Value ($000) $61 Shares 900 Est. Cost $39.79 Unrealized +5.5%
TIP ISHARES TIPS BOND ETF 0.0%
Value ($000) $59 Shares 500 Est. Cost $118.00 Unrealized
GLAXOSMITHKLINE PLC SPONSORED ADR 0.0%
Value ($000) $58 Shares 1,540 Est. Cost $39.19 Unrealized
HPQ HP INC COM 0.0%
Value ($000) $56 Shares 3,200 Est. Cost $16.44 Unrealized +0.3%
SBUX STARBUCKS CORP COM 0.0%
Value ($000) $56 Shares 858 Est. Cost $61.97 Unrealized +14.6%
AMN AMN HEALTHCARE SVCS INC COM 0.0%
Value ($000) $55 Shares 950 Est. Cost $56.09 Unrealized +22.0%
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $54 Shares 1,740 Est. Cost $47.16 Unrealized -13.1%
FTV FORTIVE CORP COM 0.0%
Value ($000) $53 Shares 963 Est. Cost $50.50 Unrealized -15.6%
TFC TRUIST FINL CORP COM 0.0%
Value ($000) $53 Shares 1,726 Est. Cost $40.89 Unrealized -12.0%
SVB FINANCIAL GROUP COM 0.0%
Value ($000) $53 Shares 350 Est. Cost $165.14 Unrealized
MAS MASCO CORP COM 0.0%
Value ($000) $52 Shares 1,500 Est. Cost $27.68 Unrealized +42.9%
AVY AVERY DENNISON CORP COM 0.0%
Value ($000) $51 Shares 504 Est. Cost $113.51 Unrealized -2.4%
FRCB FIRST REP BK SAN FRANCISCO CAL COM 0.0%
Value ($000) $51 Shares 616 Est. Cost $103.80 Unrealized 0.0%
CREE INC COM 0.0%
Value ($000) $50 Shares 1,400 Est. Cost $42.79 Unrealized
VHT VANGUARD HEALTH CARE INDEX FUND 0.0%
Value ($000) $50 Shares 300 Est. Cost $166.67 Unrealized
SON SONOCO PRODS CO COM 0.0%
Value ($000) $49 Shares 1,052 Est. Cost $28.87 Unrealized +49.3%
ROP ROPER TECHNOLOGIES INC COM 0.0%
Value ($000) $48 Shares 153 Est. Cost $341.35 Unrealized +0.2%
PSX PHILLIPS 66 COM 0.0%
Value ($000) $48 Shares 895 Est. Cost $86.39 Unrealized -26.2%
BK BANK NEW YORK MELLON CORP COM 0.0%
Value ($000) $48 Shares 1,435 Est. Cost $39.50 Unrealized -10.5%
MCK MCKESSON CORP COM 0.0%
Value ($000) $47 Shares 350 Est. Cost $118.11 Unrealized +19.2%
YUM YUM BRANDS INC COM 0.0%
Value ($000) $47 Shares 680 Est. Cost $92.35 Unrealized -9.5%
BBY BEST BUY INC COM 0.0%
Value ($000) $46 Shares 800 Est. Cost $49.67 Unrealized +25.7%
GDX VANECK VECTORS GOLD MINERS ETF 0.0%
Value ($000) $46 Shares 1,980 Est. Cost $24.94 Unrealized
ORCL ORACLE CORP COM 0.0%
Value ($000) $46 Shares 952 Est. Cost $48.83 Unrealized -2.7%
NOBLE ENERGY INC COM 0.0%
Value ($000) $45 Shares 7,500 Est. Cost $22.40 Unrealized
GUNR FLEXSHARES GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUND 0.0%
Value ($000) $45 Shares 2,000 Est. Cost $22.50 Unrealized
ZBH ZIMMER BIOMET HOLDINGS INC COM 0.0%
Value ($000) $45 Shares 441 Est. Cost $121.44 Unrealized +2.8%
CSX CSX CORP COM 0.0%
Value ($000) $43 Shares 743 Est. Cost $21.02 Unrealized +2.6%
GDXJ VANECK VECTORS JUNIOR GOLD MINERS ETF 0.0%
Value ($000) $43 Shares 1,515 Est. Cost $31.49 Unrealized
MSCI MSCI INC COM 0.0%
Value ($000) $42 Shares 147 Est. Cost $267.10 Unrealized 0.0%
DOCU DOCUSIGN INC COM 0.0%
Value ($000) $42 Shares 450 Est. Cost $51.03 Unrealized +57.6%
BROOKLINE BANCORP INC DEL COM 0.0%
Value ($000) $42 Shares 3,700 Est. Cost $13.78 Unrealized
PM PHILIP MORRIS INTL INC COM 0.0%
Value ($000) $40 Shares 551 Est. Cost $57.29 Unrealized +6.0%
CNI CANADIAN NATL RY CO COM 0.0%
Value ($000) $39 Shares 500 Est. Cost $72.47 Unrealized +7.5%
XYL XYLEM INC COM 0.0%
Value ($000) $39 Shares 600 Est. Cost $73.46 Unrealized 0.0%
WM WASTE MGMT INC DEL COM 0.0%
Value ($000) $39 Shares 425 Est. Cost $79.68 Unrealized +30.7%
ILMN ILLUMINA INC COM 0.0%
Value ($000) $39 Shares 143 Est. Cost $279.63 Unrealized 0.0%
PNC PNC FINL SVCS GROUP INC COM 0.0%
Value ($000) $39 Shares 406 Est. Cost $63.51 Unrealized +70.6%
MDY SPDR S&P MIDCAP 400 ETF 0.0%
Value ($000) $38 Shares 145 Est. Cost $273.84 Unrealized
DLTR DOLLAR TREE INC COM 0.0%
Value ($000) $37 Shares 500 Est. Cost $84.46 Unrealized +0.8%
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $37 Shares 531 Est. Cost $92.28 Unrealized
AROW ARROW FINL CORP COM 0.0%
Value ($000) $36 Shares 1,297 Est. Cost $24.66 Unrealized +2.7%
UNH UNITEDHEALTH GROUP INC COM 0.0%
Value ($000) $36 Shares 145 Est. Cost $244.88 Unrealized +2.0%
ADSK AUTODESK INC COM 0.0%
Value ($000) $35 Shares 223 Est. Cost $155.28 Unrealized +18.2%
NYT NEW YORK TIMES CO CL A 0.0%
Value ($000) $34 Shares 1,109 Est. Cost $32.48 Unrealized 0.0%
ARE ALEXANDRIA REAL ESTATE EQ INC COM 0.0%
Value ($000) $34 Shares 250 Est. Cost $124.09 Unrealized 0.0%
USFD US FOODS HLDG CORP COM 0.0%
Value ($000) $34 Shares 1,900 Est. Cost $33.49 Unrealized 0.0%
STT STATE STR CORP COM 0.0%
Value ($000) $32 Shares 608 Est. Cost $56.82 Unrealized +0.8%
GEN NORTONLIFELOCK INC COM 0.0%
Value ($000) $31 Shares 1,637 Est. Cost $12.38 Unrealized +26.3%
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $31 Shares 921 Est. Cost $27.18 Unrealized -33.2%
TM TOYOTA MOTOR CORP SP ADR REP2COM 0.0%
Value ($000) $31 Shares 260 Est. Cost $115.38 Unrealized
EBAY EBAY INC. COM 0.0%
Value ($000) $31 Shares 1,015 Est. Cost $26.17 Unrealized +20.4%
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.0%
Value ($000) $31 Shares 3,200 Est. Cost $11.58 Unrealized -6.4%
PANW PALO ALTO NETWORKS INC COM 0.0%
Value ($000) $30 Shares 182 Est. Cost $34.91 Unrealized 0.0%
MAR MARRIOTT INTL INC NEW CL A 0.0%
Value ($000) $29 Shares 381 Est. Cost $108.51 Unrealized +10.3%
HMN HORACE MANN EDUCATORS CORP NEW COM 0.0%
Value ($000) $28 Shares 760 Est. Cost $39.55 Unrealized +4.4%
BALL BALL CORP COM 0.0%
Value ($000) $28 Shares 440 Est. Cost $57.58 Unrealized +13.4%
IWR ISHARES RUSSELL MID-CAP ETF 0.0%
Value ($000) $28 Shares 656 Est. Cost $59.45 Unrealized
DOW DOW INC COM 0.0%
Value ($000) $27 Shares 921 Est. Cost $36.37 Unrealized -15.9%
L LOEWS CORP COM 0.0%
Value ($000) $27 Shares 763 Est. Cost $45.69 Unrealized +0.7%
IGF ISHARES GLOBAL INFRASTRUCTURE ETF 0.0%
Value ($000) $27 Shares 800 Est. Cost $33.75 Unrealized
RYN RAYONIER INC COM 0.0%
Value ($000) $26 Shares 1,125 Est. Cost $27.56 Unrealized
ECL ECOLAB INC COM 0.0%
Value ($000) $26 Shares 166 Est. Cost $176.33 Unrealized 0.0%
YUMC YUM CHINA HLDGS INC COM 0.0%
Value ($000) $26 Shares 600 Est. Cost $44.44 Unrealized +0.3%
BLKB BLACKBAUD INC COM 0.0%
Value ($000) $25 Shares 443 Est. Cost $70.65 Unrealized 0.0%
SPLV INVESCO S&P 500 LOW VOLATILITY ETF 0.0%
Value ($000) $25 Shares 525 Est. Cost $47.62 Unrealized
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $25 Shares 507 Est. Cost $44.80 Unrealized +4.2%
CAT CATERPILLAR INC DEL COM 0.0%
Value ($000) $25 Shares 212 Est. Cost $111.50 Unrealized +1.7%
AWR AMER STATES WTR CO COM 0.0%
Value ($000) $25 Shares 300 Est. Cost $56.14 Unrealized +36.1%
ELV ANTHEM INC COM 0.0%
Value ($000) $25 Shares 111 Est. Cost $249.81 Unrealized +0.6%
WTW WILLIS TOWERS WATSON PLC LTD SHS 0.0%
Value ($000) $25 Shares 145 Est. Cost $165.49 Unrealized +9.7%
AGM/A FEDERAL AGRIC MTG CORP CL A 0.0%
Value ($000) $24 Shares 1,000 Est. Cost $46.40 Unrealized +8.3%
ETN EATON CORP PLC SHS 0.0%
Value ($000) $24 Shares 305 Est. Cost $82.63 Unrealized 0.0%
AMT AMERICAN TOWER CORP NEW COM 0.0%
Value ($000) $23 Shares 107 Est. Cost $197.22 Unrealized 0.0%
UNILEVER PLC SPON ADR NEW 0.0%
Value ($000) $23 Shares 450 Est. Cost $55.04 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.0%
Value ($000) $23 Shares 680 Est. Cost $37.37 Unrealized
CTVA CORTEVA INC COM 0.0%
Value ($000) $22 Shares 921 Est. Cost $26.67 Unrealized -4.1%
TDTT FLEXSHARES IBOXX 3-YEAR TARGET DURATION TIPS INDEX FUND 0.0%
Value ($000) $22 Shares 900 Est. Cost $24.44 Unrealized
CBRE CBRE GROUP INC CL A 0.0%
Value ($000) $22 Shares 574 Est. Cost $41.36 Unrealized +33.6%
BIL SPDR BLOOMBERG BARCLAYS 1-3 MONTH T-BILL ETF 0.0%
Value ($000) $22 Shares 245 Est. Cost $89.05 Unrealized
PEN PENUMBRA INC COM 0.0%
Value ($000) $22 Shares 137 Est. Cost $168.48 Unrealized 0.0%
ETSY ETSY INC COM 0.0%
Value ($000) $22 Shares 579 Est. Cost $48.85 Unrealized 0.0%
AOS SMITH A O CORP COM 0.0%
Value ($000) $21 Shares 567 Est. Cost $38.29 Unrealized 0.0%
FMS FRESENIUS MED CARE AG&CO KGAA SPONSORED ADR 0.0%
Value ($000) $20 Shares 600 Est. Cost $33.02 Unrealized
QCOM QUALCOMM INC COM 0.0%
Value ($000) $20 Shares 303 Est. Cost $62.71 Unrealized +14.7%
GWW GRAINGER W W INC COM 0.0%
Value ($000) $20 Shares 80 Est. Cost $270.51 Unrealized +1.8%
COLUMBIA PPTY TR INC COM NEW 0.0%
Value ($000) $20 Shares 1,630 Est. Cost $22.18 Unrealized
TROW PRICE T ROWE GROUP INC COM 0.0%
Value ($000) $20 Shares 208 Est. Cost $73.13 Unrealized +30.6%
ZM ZOOM VIDEO COMMUNICATIONS INC CL A 0.0%
Value ($000) $20 Shares 135 Est. Cost $98.68 Unrealized 0.0%
ITRI ITRON INC COM 0.0%
Value ($000) $19 Shares 340 Est. Cost $76.01 Unrealized 0.0%
ADI ANALOG DEVICES INC COM 0.0%
Value ($000) $19 Shares 212 Est. Cost $75.83 Unrealized +29.7%
TPICQ TPI COMPOSITES INC COM 0.0%
Value ($000) $18 Shares 1,249 Est. Cost $19.68 Unrealized 0.0%
MUB ISHARES NATIONAL MUNI BOND ETF 0.0%
Value ($000) $18 Shares 158 Est. Cost $113.92 Unrealized
BLACKROCK INC COM 0.0%
Value ($000) $18 Shares 40 Est. Cost $393.33 Unrealized
HXL HEXCEL CORP NEW COM 0.0%
Value ($000) $17 Shares 449 Est. Cost $64.57 Unrealized 0.0%
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $17 Shares 451 Est. Cost $33.13 Unrealized -16.8%
MRSH MARSH & MCLENNAN COS INC COM 0.0%
Value ($000) $17 Shares 195 Est. Cost $86.29 Unrealized +12.8%
CDK GLOBAL INC COM 0.0%
Value ($000) $16 Shares 475 Est. Cost $52.22 Unrealized
EWBC EAST WEST BANCORP INC COM 0.0%
Value ($000) $16 Shares 635 Est. Cost $35.60 Unrealized 0.0%
MIDD MIDDLEBY CORP COM 0.0%
Value ($000) $15 Shares 255 Est. Cost $110.44 Unrealized -11.2%
GS GOLDMAN SACHS GROUP INC COM 0.0%
Value ($000) $15 Shares 100 Est. Cost $170.89 Unrealized +7.9%
PACB PACIFIC BIOSCIENCES CALIF INC COM 0.0%
Value ($000) $15 Shares 5,000 Est. Cost $5.88 Unrealized -30.3%
VCSH VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND 0.0%
Value ($000) $14 Shares 177 Est. Cost $79.10 Unrealized
DEO DIAGEO P L C SPON ADR NEW 0.0%
Value ($000) $14 Shares 107 Est. Cost $168.22 Unrealized
MSI MOTOROLA SOLUTIONS INC COM NEW 0.0%
Value ($000) $14 Shares 105 Est. Cost $137.94 Unrealized +12.6%
SBAC SBA COMMUNICATIONS CORP NEW CL A 0.0%
Value ($000) $14 Shares 51 Est. Cost $244.52 Unrealized 0.0%
CB CHUBB LIMITED COM 0.0%
Value ($000) $13 Shares 119 Est. Cost $124.64 Unrealized +4.6%
WHG WESTWOOD HLDGS GROUP INC COM 0.0%
Value ($000) $13 Shares 700 Est. Cost $25.09 Unrealized 0.0%
OMC OMNICOM GROUP INC COM 0.0%
Value ($000) $13 Shares 233 Est. Cost $57.22 Unrealized -0.1%
LKQ LKQ CORP COM 0.0%
Value ($000) $13 Shares 612 Est. Cost $26.62 Unrealized 0.0%
GRNB VANECK VECTORS GREEN BOND ETF 0.0%
Value ($000) $13 Shares 500 Est. Cost $26.00 Unrealized
MU MICRON TECHNOLOGY INC COM 0.0%
Value ($000) $13 Shares 300 Est. Cost $37.69 Unrealized +34.6%
HOLX HOLOGIC INC COM 0.0%
Value ($000) $13 Shares 375 Est. Cost $41.02 Unrealized +16.1%
ICF ISHARES COHEN & STEERS REIT ETF 0.0%
Value ($000) $12 Shares 130 Est. Cost $92.31 Unrealized
BAC BK OF AMERICA CORP COM 0.0%
Value ($000) $12 Shares 550 Est. Cost $25.00 Unrealized +3.6%
EDC DIREXION DAILY EMERGING MARKETS BULL 3X SHARES 0.0%
Value ($000) $12 Shares 415 Est. Cost $65.06 Unrealized
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $11 Shares 250 Est. Cost $22.70 Unrealized +112.2%
AMAT APPLIED MATLS INC COM 0.0%
Value ($000) $11 Shares 250 Est. Cost $31.70 Unrealized +71.4%
MARVELL TECHNOLOGY GROUP LTD ORD 0.0%
Value ($000) $11 Shares 499 Est. Cost $24.05 Unrealized
COF CAPITAL ONE FINL CORP COM 0.0%
Value ($000) $11 Shares 222 Est. Cost $76.57 Unrealized +3.8%
CAG CONAGRA BRANDS INC COM 0.0%
Value ($000) $11 Shares 367 Est. Cost $22.21 Unrealized +6.0%
PIONEER NAT RES CO COM 0.0%
Value ($000) $10 Shares 142 Est. Cost $133.80 Unrealized
LULU LULULEMON ATHLETICA INC COM 0.0%
Value ($000) $10 Shares 51 Est. Cost $223.73 Unrealized 0.0%
UNB UNION BANKSHARES INC COM 0.0%
Value ($000) $10 Shares 450 Est. Cost $47.06 Unrealized -35.1%
SYF SYNCHRONY FINANCIAL COM 0.0%
Value ($000) $10 Shares 591 Est. Cost $22.62 Unrealized +11.3%
AVGO BROADCOM INC COM 0.0%
Value ($000) $9 Shares 37 Est. Cost $19.96 Unrealized +21.7%
CBT CABOT CORP COM 0.0%
Value ($000) $9 Shares 362 Est. Cost $41.63 Unrealized -20.6%
CRH PLC ADR 0.0%
Value ($000) $9 Shares 351 Est. Cost $31.34 Unrealized
AJG GALLAGHER ARTHUR J & CO COM 0.0%
Value ($000) $9 Shares 113 Est. Cost $76.79 Unrealized +16.4%
UGI UGI CORP NEW COM 0.0%
Value ($000) $9 Shares 348 Est. Cost $55.58 Unrealized -31.9%
FBIN FORTUNE BRANDS HOME & SEC INC COM 0.0%
Value ($000) $9 Shares 200 Est. Cost $48.33 Unrealized 0.0%
BSCQ INVESCO BULLETSHARES 2026 CORPORATE BOND ETF 0.0%
Value ($000) $9 Shares 447 Est. Cost $20.13 Unrealized
TSLA TESLA INC COM 0.0%
Value ($000) $9 Shares 17 Est. Cost $21.51 Unrealized +92.7%
NXPI NXP SEMICONDUCTORS N V COM 0.0%
Value ($000) $9 Shares 107 Est. Cost $106.08 Unrealized 0.0%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.0%
Value ($000) $8 Shares 47 Est. Cost $177.04 Unrealized 0.0%
PRU PRUDENTIAL FINL INC COM 0.0%
Value ($000) $8 Shares 150 Est. Cost $58.98 Unrealized 0.0%
IQV IQVIA HLDGS INC COM 0.0%
Value ($000) $8 Shares 72 Est. Cost $142.88 Unrealized 0.0%
ASML ASML HOLDING N V N Y REGISTRY SHS 0.0%
Value ($000) $8 Shares 32 Est. Cost $250.00 Unrealized
TJX TJX COS INC NEW COM 0.0%
Value ($000) $8 Shares 172 Est. Cost $53.34 Unrealized 0.0%
RSG REPUBLIC SVCS INC COM 0.0%
Value ($000) $7 Shares 90 Est. Cost $65.73 Unrealized +26.4%
ISHARES IBONDS DEC 2021 TERM CORPORATE ETF 0.0%
Value ($000) $7 Shares 271 Est. Cost $25.83 Unrealized
ISHARES IBONDS DEC 2025 TERM CORPORATE ETF 0.0%
Value ($000) $7 Shares 298 Est. Cost $26.85 Unrealized
PBD INVESCO GLOBAL CLEAN ENERGY ETF 0.0%
Value ($000) $7 Shares 600 Est. Cost $10.42 Unrealized
INVESCO BULLETSHARES 2024 CORPORATE BOND ETF 0.0%
Value ($000) $7 Shares 324 Est. Cost $21.60 Unrealized
BSV VANGUARD SHORT-TERM BOND INDEX FUND 0.0%
Value ($000) $7 Shares 89 Est. Cost $78.65 Unrealized
BEN FRANKLIN RESOURCES INC COM 0.0%
Value ($000) $6 Shares 350 Est. Cost $21.92 Unrealized -22.0%
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $6 Shares 250 Est. Cost $36.00 Unrealized
TT TRANE TECHNOLOGIES PLC SHS 0.0%
Value ($000) $6 Shares 71 Est. Cost $93.73 Unrealized 0.0%
CHTR CHARTER COMMUNICATIONS INC NEW CL A 0.0%
Value ($000) $6 Shares 14 Est. Cost $489.07 Unrealized 0.0%
JBHT HUNT J B TRANS SVCS INC COM 0.0%
Value ($000) $6 Shares 65 Est. Cost $98.55 Unrealized 0.0%
LW LAMB WESTON HLDGS INC COM 0.0%
Value ($000) $6 Shares 105 Est. Cost $74.80 Unrealized 0.0%
LHC GROUP INC COM 0.0%
Value ($000) $6 Shares 44 Est. Cost $136.36 Unrealized
OMCL OMNICELL INC COM 0.0%
Value ($000) $6 Shares 89 Est. Cost $79.68 Unrealized 0.0%
BWA BORGWARNER INC COM 0.0%
Value ($000) $5 Shares 195 Est. Cost $26.41 Unrealized 0.0%
SO SOUTHERN CO COM 0.0%
Value ($000) $5 Shares 100 Est. Cost $34.25 Unrealized +47.4%
STPZ PIMCO 1-5 YEAR U.S. TIPS INDEX EXCHANGE-TRADED FUND 0.0%
Value ($000) $5 Shares 91 Est. Cost $54.95 Unrealized
HAS HASBRO INC COM 0.0%
Value ($000) $5 Shares 74 Est. Cost $68.83 Unrealized 0.0%
INVESCO BULLETSHARES 2022 CORPORATE BOND ETF 0.0%
Value ($000) $5 Shares 240 Est. Cost $20.83 Unrealized
IBB ISHARES NASDAQ BIOTECHNOLOGY INDEX FUND 0.0%
Value ($000) $5 Shares 45 Est. Cost $111.11 Unrealized
XILINX INC COM 0.0%
Value ($000) $5 Shares 63 Est. Cost $79.37 Unrealized
FLEX FLEX LTD ORD 0.0%
Value ($000) $4 Shares 500 Est. Cost $8.65 Unrealized 0.0%
AVB AVALONBAY CMNTYS INC COM 0.0%
Value ($000) $4 Shares 30 Est. Cost $163.41 Unrealized 0.0%
OKE ONEOK INC NEW COM 0.0%
Value ($000) $4 Shares 194 Est. Cost $39.29 Unrealized +4.8%
ISHARES IBONDS DEC 2023 TERM CORPORATE ETF 0.0%
Value ($000) $4 Shares 170 Est. Cost $23.53 Unrealized
DEM WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUND 0.0%
Value ($000) $4 Shares 125 Est. Cost $32.00 Unrealized
OTTR OTTER TAIL CORP COM 0.0%
Value ($000) $4 Shares 100 Est. Cost $43.72 Unrealized -3.3%
BKNG BOOKING HLDGS INC COM 0.0%
Value ($000) $4 Shares 3 Est. Cost $1726.46 Unrealized 0.0%
CENTURYLINK INC COM 0.0%
Value ($000) $3 Shares 350 Est. Cost $12.00 Unrealized
CORE LABORATORIES N V COM 0.0%
Value ($000) $3 Shares 262 Est. Cost $11.45 Unrealized
IPGP IPG PHOTONICS CORP COM 0.0%
Value ($000) $3 Shares 30 Est. Cost $130.79 Unrealized 0.0%
MAT MATTEL INC COM 0.0%
Value ($000) $3 Shares 295 Est. Cost $11.75 Unrealized +4.4%
DELL DELL TECHNOLOGIES INC CL C 0.0%
Value ($000) $3 Shares 71 Est. Cost $21.15 Unrealized 0.0%
RGA REINSURANCE GRP OF AMERICA INC COM NEW 0.0%
Value ($000) $3 Shares 37 Est. Cost $130.37 Unrealized 0.0%
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $3 Shares 109 Est. Cost $36.63 Unrealized -43.5%
LUV SOUTHWEST AIRLS CO COM 0.0%
Value ($000) $2 Shares 50 Est. Cost $48.46 Unrealized -5.1%
TILE INTERFACE INC COM 0.0%
Value ($000) $2 Shares 256 Est. Cost $13.96 Unrealized 0.0%
IR INGERSOLL RAND INC COM 0.0%
Value ($000) $2 Shares 62 Est. Cost $31.60 Unrealized 0.0%
MTX MINERALS TECHNOLOGIES INC COM 0.0%
Value ($000) $2 Shares 60 Est. Cost $47.10 Unrealized 0.0%
180 DEGREE CAP CORP COM 0.0%
Value ($000) $2 Shares 1,566 Est. Cost $1.92 Unrealized
JCI JOHNSON CTLS INTL PLC SHS 0.0%
Value ($000) $2 Shares 71 Est. Cost $32.96 Unrealized 0.0%
LHX L3HARRIS TECHNOLOGIES INC COM 0.0%
Value ($000) $2 Shares 10 Est. Cost $177.58 Unrealized +2.5%
CLX CLOROX CO DEL COM 0.0%
Value ($000) $2 Shares 10 Est. Cost $124.55 Unrealized +11.3%
CRTO CRITEO S A SPONS ADS 0.0%
Value ($000) $1 Shares 100 Est. Cost $20.00 Unrealized
LOGMEIN INC COM 0.0%
Value ($000) $1 Shares 12 Est. Cost $83.33 Unrealized
GAIA GAIA INC NEW CL A 0.0%
Value ($000) $1 Shares 110 Est. Cost $7.73 Unrealized +5.3%
FDS FACTSET RESH SYS INC COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $242.13 Unrealized +6.2%
VFC V F CORP COM 0.0%
Value ($000) $1 Shares 19 Est. Cost $89.63 Unrealized -13.1%
EATON VANCE TX MGD DIV EQ INCM COM 0.0%
Value ($000) $1 Shares 125 Est. Cost $16.00 Unrealized
MET METLIFE INC COM 0.0%
Value ($000) $1 Shares 22 Est. Cost $37.52 Unrealized -2.9%
PII POLARIS INC COM 0.0%
Value ($000) $0 Shares 9 Est. Cost $97.04 Unrealized -15.5%
PFLT PENNANTPARK FLOATING RATE CAP COM 0.0%
Value ($000) $0 Shares 32 Est. Cost $5.95 Unrealized -9.8%