Thomasville National Bank Diversified Active

CIK: 0001561790 · Show all filings

Period: Q3 2024 (← Previous) (Next →)

Filing Date: Oct 11, 2024

Total Value ($000): $1,349,749 (100.0% shares, 0.0% debt)

Holdings (237)

MSFT MICROSOFT CORP 5.7%
Value ($000) $76,825 Shares 178,538 Est. Cost $89.45 Unrealized +373.0%
AMZN AMAZON COM INC COM 5.1%
Value ($000) $68,694 Shares 368,668 Est. Cost $122.34 Unrealized +49.1%
AAPL APPLE, INC 4.6%
Value ($000) $61,684 Shares 264,740 Est. Cost $121.13 Unrealized +83.2%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 4.1%
Value ($000) $55,670 Shares 120,953 Est. Cost $164.54 Unrealized +168.7%
GOOG ALPHABET INC CAP STK CL C 3.7%
Value ($000) $49,866 Shares 298,259 Est. Cost $108.12 Unrealized +55.6%
BKNG BOOKING HLDGS INC 3.5%
Value ($000) $46,969 Shares 11,151 Est. Cost $2049.58 Unrealized +85.1%
PANW PALO ALTO NETWORKS INC 3.3%
Value ($000) $44,744 Shares 130,906 Est. Cost $77.55 Unrealized +117.0%
JPM JP MORGAN CHASE & CO 2.9%
Value ($000) $39,774 Shares 188,626 Est. Cost $110.27 Unrealized +85.9%
AJG GALLAGHER ARTHUR J & CO 2.5%
Value ($000) $33,504 Shares 119,073 Est. Cost $51.14 Unrealized +444.8%
TSM TAIWAN SEMICONDUCTOR MFG LTDSPONSORED ADR 2.4%
Value ($000) $32,974 Shares 189,865 Est. Cost $108.27 Unrealized
ENB ENBRIDGE INC COM 2.4%
Value ($000) $32,247 Shares 794,061 Est. Cost $26.14 Unrealized +35.9%
V VISA INC COM CL A 2.3%
Value ($000) $31,099 Shares 113,108 Est. Cost $115.23 Unrealized +132.3%
AXP AMERICAN EXPRESS CO 2.2%
Value ($000) $29,953 Shares 110,446 Est. Cost $157.14 Unrealized +56.0%
USB US BANCORP 2.2%
Value ($000) $29,779 Shares 651,185 Est. Cost $41.83 Unrealized -1.7%
CRM SALESFORCE COM INC COM 2.0%
Value ($000) $27,664 Shares 101,071 Est. Cost $147.13 Unrealized +72.5%
DUK DUKE ENERGY CORP NEW COM NEW 1.8%
Value ($000) $24,963 Shares 216,501 Est. Cost $66.31 Unrealized +59.7%
RTX RTX CORPORATION 1.8%
Value ($000) $24,821 Shares 204,861 Est. Cost $77.73 Unrealized +42.9%
XOM EXXON MOBIL CORP 1.7%
Value ($000) $22,728 Shares 193,895 Est. Cost $51.76 Unrealized +112.6%
META META PLATFORMS, INC. 1.7%
Value ($000) $22,647 Shares 39,562 Est. Cost $229.88 Unrealized +122.8%
SHEL SHELL PLC 1.6%
Value ($000) $22,016 Shares 333,834 Est. Cost $56.29 Unrealized
GD GENERAL DYNAMICS CORP COM 1.6%
Value ($000) $21,198 Shares 70,144 Est. Cost $208.18 Unrealized +37.6%
JPST JP MORGAN EXCHANGE TRADED FD 1.6%
Value ($000) $21,009 Shares 414,046 Est. Cost $50.57 Unrealized
GSK GSK PLC 1.4%
Value ($000) $19,434 Shares 475,384 Est. Cost $35.65 Unrealized
NI NISOURCE INC COM 1.4%
Value ($000) $19,086 Shares 550,832 Est. Cost $30.15 Unrealized +1.9%
ADSK AUTODESK INC 1.4%
Value ($000) $18,425 Shares 66,884 Est. Cost $218.33 Unrealized +15.3%
WEC WEC ENERGY GROUP INC COM 1.3%
Value ($000) $17,098 Shares 177,772 Est. Cost $84.61 Unrealized 0.0%
VEEV VEEVA SYS INC 1.3%
Value ($000) $16,953 Shares 80,778 Est. Cost $208.03 Unrealized -5.0%
ASML ASML HOLDING N V 1.2%
Value ($000) $16,604 Shares 19,927 Est. Cost $346.69 Unrealized
KVUE KENVUE INC 1.2%
Value ($000) $16,113 Shares 696,641 Est. Cost $18.50 Unrealized +6.1%
GILD GILEAD SCIENCES INC COM 1.2%
Value ($000) $16,110 Shares 192,152 Est. Cost $61.30 Unrealized +19.2%
IVV ISHARES TR 1.2%
Value ($000) $15,936 Shares 27,628 Est. Cost $264.93 Unrealized
ZTS ZOETIS INC CL A 1.1%
Value ($000) $14,840 Shares 75,953 Est. Cost $153.66 Unrealized +18.0%
NOW SERVICENOW INC 1.0%
Value ($000) $13,689 Shares 15,305 Est. Cost $148.25 Unrealized +10.9%
VIG VANGUARD SPECIALIZED PORTFOLDIV APP ETF 0.8%
Value ($000) $10,354 Shares 52,279 Est. Cost $155.60 Unrealized
ZBH ZIMMER HLDGS INC 0.8%
Value ($000) $10,300 Shares 95,410 Est. Cost $116.30 Unrealized -7.5%
NVDA NVIDIA CORP COM 0.8%
Value ($000) $10,192 Shares 83,923 Est. Cost $113.74 Unrealized +3.8%
FLO FLOWERS FOODS INC 0.7%
Value ($000) $9,897 Shares 429,014 Est. Cost $17.03 Unrealized +22.3%
KO COCA COLA CO 0.7%
Value ($000) $9,146 Shares 127,282 Est. Cost $35.09 Unrealized +87.1%
SO SOUTHERN COMPANY 0.6%
Value ($000) $8,157 Shares 90,453 Est. Cost $39.63 Unrealized +106.0%
BDX BECTON DICKINSON & CO 0.6%
Value ($000) $7,740 Shares 32,101 Est. Cost $227.39 Unrealized +0.1%
MCD MCDONALDS CORP 0.6%
Value ($000) $7,574 Shares 24,872 Est. Cost $118.04 Unrealized +125.9%
AFL AFLAC INC 0.6%
Value ($000) $7,436 Shares 66,510 Est. Cost $40.52 Unrealized +143.7%
XLE SPDR SELECT SECTOR FUND - ENERGY SECTOR 0.5%
Value ($000) $7,122 Shares 81,120 Est. Cost $53.88 Unrealized
WOOD LEASING, INC. 0.5%
Value ($000) $6,451 Shares 296 Est. Cost $13000.00 Unrealized
ABBV ABBVIE INC 0.4%
Value ($000) $5,952 Shares 30,142 Est. Cost $52.50 Unrealized +240.4%
VTR VENTAS INC COM 0.4%
Value ($000) $5,875 Shares 91,610 Est. Cost $44.26 Unrealized +26.4%
JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 0.4%
Value ($000) $5,753 Shares 96,674 Est. Cost $55.20 Unrealized
DGRW WISDOMTREE TR 0.4%
Value ($000) $5,656 Shares 67,969 Est. Cost $63.10 Unrealized
MRK MERCK & CO INC NEW 0.4%
Value ($000) $5,394 Shares 47,496 Est. Cost $60.16 Unrealized +87.8%
LMT LOCKHEED MARTIN CORP COM 0.4%
Value ($000) $5,290 Shares 9,050 Est. Cost $282.49 Unrealized +82.8%
PM PHILIP MORRIS INTL INC COM 0.4%
Value ($000) $5,155 Shares 42,466 Est. Cost $70.95 Unrealized +54.8%
EMR EMERSON ELECTRIC CO. 0.4%
Value ($000) $5,114 Shares 46,762 Est. Cost $46.23 Unrealized +127.3%
FLQM FRANKLIN TEMPLETON ETF TR 0.4%
Value ($000) $5,100 Shares 91,555 Est. Cost $43.89 Unrealized
KEMX KRANESHARES TR 0.4%
Value ($000) $4,956 Shares 158,811 Est. Cost $25.81 Unrealized
IVW ISHARES S&P 500 GROWTH INDEX 0.4%
Value ($000) $4,837 Shares 50,513 Est. Cost $74.68 Unrealized
VCSH VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 0.3%
Value ($000) $4,619 Shares 58,153 Est. Cost $0.08 Unrealized
VLO VALERO ENERGY CORP NEW 0.3%
Value ($000) $4,570 Shares 33,845 Est. Cost $69.23 Unrealized +101.3%
SNY SANOFI SPONSORED ADR 0.3%
Value ($000) $4,543 Shares 78,836 Est. Cost $45.74 Unrealized
WMT WAL MART INC. 0.3%
Value ($000) $4,415 Shares 54,680 Est. Cost $48.43 Unrealized +49.7%
KELLANOVA 0.3%
Value ($000) $4,316 Shares 53,474 Est. Cost $48.79 Unrealized +40.2%
VZ VERIZON COMMUNICATIONS 0.3%
Value ($000) $4,265 Shares 94,974 Est. Cost $33.10 Unrealized +16.0%
CB CHUBB LIMITED COM 0.3%
Value ($000) $4,224 Shares 14,646 Est. Cost $116.43 Unrealized +132.6%
LLY ELI LILLY & CO 0.3%
Value ($000) $3,639 Shares 4,108 Est. Cost $165.39 Unrealized +438.3%
TFC TRUIST FINANCIAL CORP 0.3%
Value ($000) $3,535 Shares 82,647 Est. Cost $35.52 Unrealized +11.4%
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $3,467 Shares 21,396 Est. Cost $90.31 Unrealized +69.0%
COF CAPITAL ONE FINL CORP COM 0.2%
Value ($000) $3,288 Shares 21,961 Est. Cost $75.12 Unrealized +86.2%
VGT VANGUARD WORLD FDS INF TECH ETF 0.2%
Value ($000) $3,070 Shares 5,234 Est. Cost $161.69 Unrealized
LOW LOWES COMPANIES INC 0.2%
Value ($000) $3,005 Shares 11,094 Est. Cost $82.02 Unrealized +187.9%
MGMT UNIFIED SER TR 0.2%
Value ($000) $2,968 Shares 77,063 Est. Cost $34.77 Unrealized
HD HOME DEPOT INC 0.2%
Value ($000) $2,788 Shares 6,880 Est. Cost $122.57 Unrealized +187.7%
C CITIGROUP INC 0.2%
Value ($000) $2,747 Shares 43,881 Est. Cost $59.42 Unrealized 0.0%
PG PROCTER & GAMBLE CO 0.2%
Value ($000) $2,656 Shares 15,333 Est. Cost $96.17 Unrealized +70.8%
PFE PFIZER INC 0.2%
Value ($000) $2,625 Shares 90,710 Est. Cost $26.57 Unrealized +0.4%
SDY SPDR SERIES TRUST S&P DIVID ETF 0.2%
Value ($000) $2,621 Shares 18,456 Est. Cost $108.04 Unrealized
ORCL ORACLE CORP 0.2%
Value ($000) $2,614 Shares 15,338 Est. Cost $41.86 Unrealized +241.7%
BSV VANGUARD SHORT TERM BOND ETF 0.2%
Value ($000) $2,408 Shares 30,595 Est. Cost $80.70 Unrealized
BAC BANK OF AMERICA CORPORATION 0.2%
Value ($000) $2,344 Shares 59,074 Est. Cost $18.94 Unrealized +104.6%
ETR ENTERGY CORP 0.2%
Value ($000) $2,317 Shares 17,602 Est. Cost $56.61 Unrealized 0.0%
IJT ISHARES S&P SMALLCAP 600 GROWTH INDEX 0.2%
Value ($000) $2,293 Shares 16,439 Est. Cost $134.53 Unrealized
NEE NEXTERA ENERGY INC COM 0.2%
Value ($000) $2,262 Shares 26,762 Est. Cost $63.93 Unrealized +17.1%
PEP PEPSICO INC 0.2%
Value ($000) $2,193 Shares 12,894 Est. Cost $93.16 Unrealized +74.9%
ABT ABBOTT LABS 0.2%
Value ($000) $2,101 Shares 18,426 Est. Cost $41.87 Unrealized +155.7%
CRW FREIGHT MANAGEMENT SERVICES, INC. 0.2%
Value ($000) $2,032 Shares 184 Est. Cost $1201.09 Unrealized
GPN GLOBAL PMTS INC COM 0.1%
Value ($000) $1,899 Shares 18,540 Est. Cost $158.13 Unrealized -35.4%
TMO THERMO FISHER SCIENTIFIC INCCOM 0.1%
Value ($000) $1,878 Shares 3,036 Est. Cost $223.25 Unrealized +163.9%
IWF ISHARES RUSSELL 1000 GROWTH 0.1%
Value ($000) $1,866 Shares 4,971 Est. Cost $132.93 Unrealized
IYY ISHARES DJ US INDEX FUND 0.1%
Value ($000) $1,734 Shares 12,422 Est. Cost $99.07 Unrealized
VONG VANGUARD RUSSELL 1000 GROWTH ETF 0.1%
Value ($000) $1,727 Shares 17,895 Est. Cost $65.12 Unrealized
CME CME GROUP INC. 0.1%
Value ($000) $1,689 Shares 7,655 Est. Cost $64.73 Unrealized +203.5%
IWP ISHARE RUSSELL MIDCAP GROWTH 0.1%
Value ($000) $1,660 Shares 14,156 Est. Cost $102.19 Unrealized
APD AIR PRODS & CHEMICALS, INC. 0.1%
Value ($000) $1,623 Shares 5,452 Est. Cost $252.76 Unrealized +4.1%
SPGI S&P GLOBAL INC COM 0.1%
Value ($000) $1,605 Shares 3,107 Est. Cost $350.22 Unrealized +39.9%
GOOGL ALPHABET INC CAP STK CL A 0.1%
Value ($000) $1,570 Shares 9,469 Est. Cost $119.22 Unrealized +39.8%
ETN EATON CORP PLC 0.1%
Value ($000) $1,567 Shares 4,729 Est. Cost $64.39 Unrealized +367.8%
XLV HEALTHCARE SELECT SECTR SPDR 0.1%
Value ($000) $1,557 Shares 10,110 Est. Cost $81.21 Unrealized
VV VANGUARD INDEX FDS 0.1%
Value ($000) $1,514 Shares 5,751 Est. Cost $119.55 Unrealized
CVS CVS HEALTH CORPORATION 0.1%
Value ($000) $1,463 Shares 23,274 Est. Cost $60.63 Unrealized -9.0%
IJS ISHARES S&P SMALLCAP 600 VALUE INDEX 0.1%
Value ($000) $1,440 Shares 13,379 Est. Cost $108.27 Unrealized
KHC KRAFT HEINZ CO COM 0.1%
Value ($000) $1,435 Shares 40,868 Est. Cost $25.48 Unrealized +24.9%
CAT CATERPILLAR, INC. 0.1%
Value ($000) $1,404 Shares 3,590 Est. Cost $103.35 Unrealized +227.7%
CCBG CAPITAL CITY BANK GROUP, INC 0.1%
Value ($000) $1,385 Shares 39,250 Est. Cost $24.00 Unrealized +32.0%
BRK/A BERKSHIRE HATHAWAY, INC. CLASS A 0.1%
Value ($000) $1,382 Shares 2 Est. Cost $218981.89 Unrealized +203.2%
IVE ISHARES S&P 500 VALUE 0.1%
Value ($000) $1,330 Shares 6,743 Est. Cost $99.77 Unrealized
VUG VANGUARD INDEX FDS GROWTH ETF 0.1%
Value ($000) $1,323 Shares 3,446 Est. Cost $172.74 Unrealized
LIN LINDE PLC 0.1%
Value ($000) $1,319 Shares 2,766 Est. Cost $324.25 Unrealized +38.1%
IWD ISHARES TR RUSSELL1000VAL 0.1%
Value ($000) $1,262 Shares 6,647 Est. Cost $105.62 Unrealized
CSCO CISCO SYSTEM, INC. 0.1%
Value ($000) $1,176 Shares 22,097 Est. Cost $33.64 Unrealized +39.1%
VOO VANGUARD INDEX FDS S&P 500 ETF SHS 0.1%
Value ($000) $1,117 Shares 2,116 Est. Cost $206.44 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $1,111 Shares 3,447 Est. Cost $126.10 Unrealized +148.3%
IWS ISHARES RUSSELL MIDCAP INDEX 0.1%
Value ($000) $1,079 Shares 8,158 Est. Cost $79.55 Unrealized
XLI SELECT SECTOR INDUSTRIAL SPDR TR 0.1%
Value ($000) $1,054 Shares 7,780 Est. Cost $66.81 Unrealized
EFA ISHARES MSCI EAFE INDEX 0.1%
Value ($000) $1,052 Shares 12,579 Est. Cost $63.72 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $1,042 Shares 9,897 Est. Cost $39.77 Unrealized +164.2%
BMY BRISTOL MYERS SQUIBB CO 0.1%
Value ($000) $1,022 Shares 19,747 Est. Cost $48.72 Unrealized -10.4%
HON HONEYWELL INTERNATIONAL INC. 0.1%
Value ($000) $1,019 Shares 4,929 Est. Cost $103.42 Unrealized +82.1%
D DOMINION ENERGY, INC 0.1%
Value ($000) $1,000 Shares 17,308 Est. Cost $57.82 Unrealized -11.5%
DVY ISHARES DOW JONES SELECT DIVIDEND INDEX 0.1%
Value ($000) $992 Shares 7,347 Est. Cost $84.89 Unrealized
THOMASVILLE BANCSHARES, INC.SER A PFD STOCK 0.1%
Value ($000) $975 Shares 14,672 Est. Cost $53.86 Unrealized
BIV VANGUARD BD INDEX FD INC INTERMEDIATE TRM ETF 0.1%
Value ($000) $934 Shares 11,915 Est. Cost $69.33 Unrealized
DHR DANAHER CORP DEL COM 0.1%
Value ($000) $906 Shares 3,258 Est. Cost $97.40 Unrealized +169.4%
WFC WELLS FARGO & CO NEW 0.1%
Value ($000) $902 Shares 15,973 Est. Cost $42.28 Unrealized +29.7%
XLY SELECT SECTOR SPDR TR SBI CONS DISCR 0.1%
Value ($000) $875 Shares 4,368 Est. Cost $98.32 Unrealized
DE DEERE & CO 0.1%
Value ($000) $853 Shares 2,045 Est. Cost $166.94 Unrealized +121.2%
SYNOVUS FINL CORP COM NEW 0.1%
Value ($000) $852 Shares 19,165 Est. Cost $43.43 Unrealized
IBM INT'L BUSINESS MACHINES CORP 0.1%
Value ($000) $846 Shares 3,825 Est. Cost $147.12 Unrealized +28.4%
VYM VANGUARD WHITEHALL FDS INC HIGH DIV YLD 0.1%
Value ($000) $838 Shares 6,539 Est. Cost $119.64 Unrealized
CVX CHEVRON CORP 0.1%
Value ($000) $833 Shares 5,653 Est. Cost $104.44 Unrealized +34.0%
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $829 Shares 7,990 Est. Cost $63.98 Unrealized +54.6%
ELV ELEVANCE HEALTH, INC. 0.1%
Value ($000) $806 Shares 1,550 Est. Cost $132.70 Unrealized +292.4%
CAH CARDINAL HEALTH INC COM 0.1%
Value ($000) $799 Shares 7,233 Est. Cost $45.85 Unrealized +123.2%
DIS WALT DISNEY CO. 0.1%
Value ($000) $796 Shares 8,277 Est. Cost $100.91 Unrealized -10.2%
VGSH VANGUARD STT INDEX FUND 0.1%
Value ($000) $789 Shares 13,368 Est. Cost $59.02 Unrealized
MCK MCKESSON CORP COM 0.1%
Value ($000) $786 Shares 1,590 Est. Cost $120.28 Unrealized +360.1%
UNH UNITED HEALTH GROUP INC 0.1%
Value ($000) $779 Shares 1,332 Est. Cost $276.72 Unrealized +98.1%
PIMCO DYNAMIC INCOME FD 0.1%
Value ($000) $761 Shares 37,526 Est. Cost $20.27 Unrealized
XLF CEF SELECT SECTOR SPDR FUND FINANCIAL 0.1%
Value ($000) $760 Shares 16,762 Est. Cost $25.36 Unrealized
IJH ISHARES S&P MIDCAP 400 0.1%
Value ($000) $758 Shares 12,168 Est. Cost $83.25 Unrealized
SPY SPDR S&P 500 ETF TR TR UNIT 0.1%
Value ($000) $752 Shares 1,311 Est. Cost $302.54 Unrealized
IJJ ISHARES TR S&P MIDCP VALU 0.1%
Value ($000) $751 Shares 6,072 Est. Cost $104.63 Unrealized
SCHW SCHWAB CHARLES CORP NEW 0.1%
Value ($000) $746 Shares 11,506 Est. Cost $38.14 Unrealized +69.2%
COST COSTCO WHSL CORP NEW COM 0.1%
Value ($000) $723 Shares 816 Est. Cost $590.29 Unrealized +46.0%
UNP UNION PACIFIC CORP 0.1%
Value ($000) $721 Shares 2,925 Est. Cost $131.21 Unrealized +78.8%
VO VANGUARD MID-CAP ETF 0.1%
Value ($000) $708 Shares 2,684 Est. Cost $176.60 Unrealized
XLP CONSUMER STAPLES SELECT SECTOR SPDR 0.1%
Value ($000) $693 Shares 8,352 Est. Cost $56.01 Unrealized
WM WASTE MGMT INC DEL COM 0.1%
Value ($000) $681 Shares 3,278 Est. Cost $74.65 Unrealized +173.6%
LAM RESEARCH CORP COM 0.0%
Value ($000) $663 Shares 812 Est. Cost $246.63 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 0.0%
Value ($000) $660 Shares 2,330 Est. Cost $126.70 Unrealized
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $650 Shares 8,829 Est. Cost $54.13 Unrealized +24.1%
BND VANGUARD TOTAL BOND MARKET ETF 0.0%
Value ($000) $643 Shares 8,563 Est. Cost $75.11 Unrealized
BA BOEING CO CAPITAL STOCK COMMON 0.0%
Value ($000) $635 Shares 4,176 Est. Cost $156.86 Unrealized +9.3%
IWM ISHARES RUSSELL 2000 INDEX 0.0%
Value ($000) $629 Shares 2,847 Est. Cost $159.13 Unrealized
KMB KIMBERLY CLARK CORP 0.0%
Value ($000) $619 Shares 4,354 Est. Cost $91.90 Unrealized +46.0%
IWR ISHARES RUS MID-CAP ETF 0.0%
Value ($000) $604 Shares 6,852 Est. Cost $69.28 Unrealized
UNILEVER PLC SPON ADR NEW 0.0%
Value ($000) $602 Shares 9,267 Est. Cost $45.91 Unrealized
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $590 Shares 11,568 Est. Cost $31.75 Unrealized +43.4%
GLD SPDR GOLD TRUST GOLD SHS 0.0%
Value ($000) $589 Shares 2,422 Est. Cost $164.23 Unrealized
GREENFIELD BANKING CO. 0.0%
Value ($000) $583 Shares 5,200 Est. Cost $83.85 Unrealized
CLX CLOROX CO 0.0%
Value ($000) $581 Shares 3,565 Est. Cost $116.71 Unrealized +21.0%
VB VANGUARD INDEX FDS SMALL CP ETF 0.0%
Value ($000) $569 Shares 2,400 Est. Cost $143.93 Unrealized
TSCO TRACTOR SUPPLY CO COM 0.0%
Value ($000) $567 Shares 1,950 Est. Cost $33.98 Unrealized +54.6%
T AT&T INC 0.0%
Value ($000) $563 Shares 25,606 Est. Cost $14.37 Unrealized +30.7%
IJR ISHARES S&P SMALLCAP 600 0.0%
Value ($000) $558 Shares 4,772 Est. Cost $71.32 Unrealized
IYH ISHARES DOW JONES US HEALTHCARE 0.0%
Value ($000) $543 Shares 8,355 Est. Cost $82.61 Unrealized
TC BANCSHARES INC 0.0%
Value ($000) $512 Shares 31,613 Est. Cost $13.95 Unrealized
NSC NORFOLK SOUTHERN CORP 0.0%
Value ($000) $480 Shares 1,930 Est. Cost $125.49 Unrealized +85.7%
ECL ECOLAB INC COM 0.0%
Value ($000) $458 Shares 1,795 Est. Cost $206.33 Unrealized +16.8%
XLU UTILITIES SELECT SECTOR SPDR 0.0%
Value ($000) $452 Shares 5,592 Est. Cost $57.07 Unrealized
VT VANGUARD TOTAL WORLD STOCK INDEX FUND 0.0%
Value ($000) $436 Shares 3,640 Est. Cost $105.52 Unrealized
IXN ISHARES TR S&P GBL INF 0.0%
Value ($000) $419 Shares 5,081 Est. Cost $103.44 Unrealized
AGG ISHARE LEHMAN AGGREGATE BOND 0.0%
Value ($000) $414 Shares 4,089 Est. Cost $112.20 Unrealized
EXPE EXPEDIA GROUP 0.0%
Value ($000) $413 Shares 2,793 Est. Cost $132.75 Unrealized -1.0%
TXN TEXAS INSTRUMENTS INC. 0.0%
Value ($000) $408 Shares 1,976 Est. Cost $160.93 Unrealized +19.9%
ROST ROSS STORES INC. 0.0%
Value ($000) $406 Shares 2,700 Est. Cost $81.75 Unrealized +77.8%
AVGO BROADCOM INC 0.0%
Value ($000) $402 Shares 2,330 Est. Cost $150.75 Unrealized +4.8%
PZA INVESCO NATIONAL AMT-FREE MUNICIPAL BOND ETF 0.0%
Value ($000) $401 Shares 16,600 Est. Cost $26.87 Unrealized
INTU INTUIT COM 0.0%
Value ($000) $399 Shares 643 Est. Cost $601.47 Unrealized +5.2%
MMM 3M CO 0.0%
Value ($000) $395 Shares 2,893 Est. Cost $114.97 Unrealized +3.6%
IOO ISHARES S&P GLOBAL 100 INDEX 0.0%
Value ($000) $395 Shares 3,987 Est. Cost $60.54 Unrealized
AEP AMERICAN ELEC PWR INC 0.0%
Value ($000) $393 Shares 3,828 Est. Cost $44.76 Unrealized +107.9%
TRV TRAVELERS COMPANIES INC COM 0.0%
Value ($000) $391 Shares 1,670 Est. Cost $111.02 Unrealized +93.9%
NDAQ NASDAQ INC COM 0.0%
Value ($000) $391 Shares 5,350 Est. Cost $46.89 Unrealized +43.0%
CARR CARRIER GLOBAL CORP 0.0%
Value ($000) $388 Shares 4,821 Est. Cost $38.88 Unrealized +76.2%
VTV VANGUARD INDEX FDS VALUE ETF 0.0%
Value ($000) $383 Shares 2,196 Est. Cost $106.55 Unrealized
NVS NOVARTIS A G SPONSORED ADR 0.0%
Value ($000) $382 Shares 3,324 Est. Cost $80.57 Unrealized
EEM ISHARE MSCI EMERGING MARKETS 0.0%
Value ($000) $382 Shares 8,323 Est. Cost $40.47 Unrealized
CLH CLEAN HARBORS INC COM 0.0%
Value ($000) $379 Shares 1,566 Est. Cost $130.22 Unrealized +80.5%
UPS UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $377 Shares 2,763 Est. Cost $118.98 Unrealized +1.3%
DGX QUEST DIAGNOSTICS INC 0.0%
Value ($000) $371 Shares 2,390 Est. Cost $86.25 Unrealized +69.1%
RF REGIONS FINANCIAL CORP 0.0%
Value ($000) $366 Shares 15,694 Est. Cost $11.38 Unrealized +81.0%
XLK SELECT SECTOR SPDR TR TECHNOLOGY 0.0%
Value ($000) $365 Shares 1,617 Est. Cost $174.61 Unrealized
DOV DOVER CORP 0.0%
Value ($000) $356 Shares 1,859 Est. Cost $179.40 Unrealized 0.0%
ADM ARCHER-DANIELS-MIDLAND CO. 0.0%
Value ($000) $354 Shares 5,922 Est. Cost $36.44 Unrealized +58.7%
ADP AUTOMATIC DATA PROCESSING 0.0%
Value ($000) $341 Shares 1,233 Est. Cost $109.94 Unrealized +130.6%
XLB CEF SELECT SPDR FUND MATERIALS 0.0%
Value ($000) $320 Shares 3,321 Est. Cost $82.31 Unrealized
CRW INC. 0.0%
Value ($000) $319 Shares 46 Est. Cost $4500.00 Unrealized
MDT MEDTRONIC PLC SHS 0.0%
Value ($000) $318 Shares 3,529 Est. Cost $91.22 Unrealized -11.4%
TSLA TESLA INC 0.0%
Value ($000) $316 Shares 1,208 Est. Cost $194.76 Unrealized +17.1%
IJK ISHARES S&P MIDCAP 400 GROWTH INDEX 0.0%
Value ($000) $315 Shares 3,429 Est. Cost $81.12 Unrealized
PRU PRUDENTIAL FINL INC COM 0.0%
Value ($000) $308 Shares 2,541 Est. Cost $88.28 Unrealized +25.2%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $306 Shares 2,943 Est. Cost $84.72 Unrealized +11.5%
SHW SHERWIN WILLIAMS CO COM 0.0%
Value ($000) $305 Shares 800 Est. Cost $222.97 Unrealized +54.7%
FDX FEDEX CORP 0.0%
Value ($000) $305 Shares 1,115 Est. Cost $230.03 Unrealized +22.3%
IWV ISHARES RUSSELL 3000 INDEX 0.0%
Value ($000) $300 Shares 919 Est. Cost $0.22 Unrealized
CEG CONSTELLATION ENERGY CORP 0.0%
Value ($000) $293 Shares 1,125 Est. Cost $146.64 Unrealized +34.4%
QQQ INVESCO QQQ TR 0.0%
Value ($000) $292 Shares 598 Est. Cost $0.27 Unrealized
ES EVERSOURCE ENERGY COM 0.0%
Value ($000) $292 Shares 4,286 Est. Cost $42.92 Unrealized +40.6%
QCOM QUALCOMM INC 0.0%
Value ($000) $290 Shares 1,707 Est. Cost $127.21 Unrealized +34.5%
IEFA ISHARES TR CORE MSCI EAFE 0.0%
Value ($000) $279 Shares 3,575 Est. Cost $65.27 Unrealized
PSX PHILLIPS 66 COM 0.0%
Value ($000) $277 Shares 2,104 Est. Cost $92.20 Unrealized +39.3%
CW CURTISS WRIGHT CORP 0.0%
Value ($000) $276 Shares 840 Est. Cost $231.38 Unrealized +27.5%
VRSK VERISK ANALYTICS INC COM 0.0%
Value ($000) $262 Shares 978 Est. Cost $206.53 Unrealized +29.9%
CI CIGNA CORP NEW 0.0%
Value ($000) $261 Shares 752 Est. Cost $276.47 Unrealized +21.2%
CSX CSX CORP 0.0%
Value ($000) $257 Shares 7,443 Est. Cost $30.87 Unrealized +7.6%
AMAT APPLIED MATLS INC 0.0%
Value ($000) $257 Shares 1,270 Est. Cost $144.16 Unrealized +40.4%
PLD PROLOGIS INC 0.0%
Value ($000) $256 Shares 2,025 Est. Cost $102.51 Unrealized +15.2%
DYNF BLACKROCK US EQUITY FACTOR ROTATION ETF 0.0%
Value ($000) $253 Shares 5,116 Est. Cost $39.60 Unrealized
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.0%
Value ($000) $253 Shares 715 Est. Cost $270.06 Unrealized +19.5%
BANC3 HOLDINGS, INC 0.0%
Value ($000) $245 Shares 20,000 Est. Cost $10.00 Unrealized
TT TRANE TECHNOLOGIES PLC 0.0%
Value ($000) $243 Shares 625 Est. Cost $313.71 Unrealized +9.4%
MGV VANGUARD WORLD FD 0.0%
Value ($000) $233 Shares 1,819 Est. Cost $109.37 Unrealized
SLV ISHARES SILVER TRUST ISHARES 0.0%
Value ($000) $231 Shares 8,136 Est. Cost $26.57 Unrealized
NVO NOVO-NORDISK A S ADR 0.0%
Value ($000) $227 Shares 1,905 Est. Cost $128.40 Unrealized
VOX VANGUARD COMMUNICATION SERVICES 0.0%
Value ($000) $225 Shares 1,548 Est. Cost $131.22 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value ($000) $224 Shares 800 Est. Cost $302.70 Unrealized -6.2%
MOAT VANECK VECTORS ETF TR 0.0%
Value ($000) $217 Shares 2,234 Est. Cost $96.95 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value ($000) $215 Shares 5,785 Est. Cost $30.69 Unrealized 0.0%
AMT AMERICAN TOWER CORP 0.0%
Value ($000) $209 Shares 899 Est. Cost $210.79 Unrealized 0.0%
LH LABCORP HOLDINGS INC 0.0%
Value ($000) $206 Shares 922 Est. Cost $199.50 Unrealized +8.4%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $202 Shares 4,827 Est. Cost $42.68 Unrealized 0.0%
SCHK SCHWAB STRATEGIC TR 0.0%
Value ($000) $201 Shares 3,640 Est. Cost $46.06 Unrealized
ONB OLD NATL BANCORP IND 0.0%
Value ($000) $195 Shares 10,467 Est. Cost $16.62 Unrealized +12.7%
SCPHARMACEUTICALS INC 0.0%
Value ($000) $171 Shares 37,500 Est. Cost $4.76 Unrealized
BGC BGC GROUP INC 0.0%
Value ($000) $156 Shares 17,000 Est. Cost $4.88 Unrealized +89.2%
XBIT XBIOTECH INC COM 0.0%
Value ($000) $103 Shares 13,350 Est. Cost $14.61 Unrealized -55.0%
AVXL ANAVEX LIFE SCIENCES CORP COM NEW 0.0%
Value ($000) $92 Shares 16,250 Est. Cost $14.20 Unrealized -59.4%
DANIMER SCIENTIFIC INC 0.0%
Value ($000) $81 Shares 178,295 Est. Cost $10.67 Unrealized
JOBY JOBY AVIATION INC 0.0%
Value ($000) $63 Shares 12,500 Est. Cost $9.45 Unrealized -42.4%