Oakworth Capital, Inc. Diversified Active

CIK: 0001588871 · Show all filings

Period: Q4 2020 (← Previous) (Next →)

Filing Date: Feb 12, 2021

Total Value ($000): $771,976 (100.0% shares, 0.0% debt)

Holdings (597)

IWF ISHARES RUSSELL 1000 GROWTH 14.3%
Value ($000) $110,206 Shares 457,022 Est. Cost $114.99 Unrealized
IWD ISHARES RUSSELL 1000 VALUE (MKT) 10.6%
Value ($000) $81,854 Shares 598,651 Est. Cost $111.24 Unrealized
VCSH VANGUARD SHORT-TERM CORP BD IDX 9.0%
Value ($000) $69,603 Shares 836,074 Est. Cost $81.65 Unrealized
IWR ISHARES RUSSELL MID-CAP (MKT) 7.9%
Value ($000) $60,974 Shares 889,485 Est. Cost $62.45 Unrealized
OEF ISHARES S&P 100 (MKT) 6.5%
Value ($000) $50,482 Shares 294,116 Est. Cost $96.00 Unrealized
AAPL APPLE INC 5.3%
Value ($000) $40,936 Shares 308,510 Est. Cost $86.10 Unrealized +35.9%
SPY SPDR S&P 500 (MKT) 5.2%
Value ($000) $39,810 Shares 106,478 Est. Cost $256.31 Unrealized
IWM ISHARES RUSSELL 2000 (MKT) 3.2%
Value ($000) $24,340 Shares 124,150 Est. Cost $180.35 Unrealized
IYH ISHARES US HEALTHCARE (MKT) 3.1%
Value ($000) $23,589 Shares 95,927 Est. Cost $175.76 Unrealized
GOOG ALPHABET INC 3.0%
Value ($000) $23,254 Shares 13,274 Est. Cost $41.56 Unrealized +101.5%
JPM JP MORGAN CHASE & CO 2.7%
Value ($000) $21,181 Shares 166,688 Est. Cost $64.48 Unrealized +52.2%
XLK TECHNOLOGY SELECT SECTOR SPDRR 2.3%
Value ($000) $17,475 Shares 134,403 Est. Cost $46.69 Unrealized
XLY CONSUMER DISCRET SELECT SECTOR 2.0%
Value ($000) $15,426 Shares 95,941 Est. Cost $156.99 Unrealized
GLD SPDR GOLD SHARES (MKT) 1.7%
Value ($000) $12,850 Shares 72,042 Est. Cost $148.11 Unrealized
XLB MATERIALS SELECT SECTOR SPDRR 1.6%
Value ($000) $12,195 Shares 168,460 Est. Cost $72.38 Unrealized
XLP CONSUMER STAPLES SELECT SECTOR 1.5%
Value ($000) $11,369 Shares 168,554 Est. Cost $50.45 Unrealized
MSFT MICROSOFT CORP 1.4%
Value ($000) $10,796 Shares 48,540 Est. Cost $59.79 Unrealized +244.6%
XLU UTILITIES SELECT SECTOR SPDRR 1.2%
Value ($000) $9,306 Shares 148,410 Est. Cost $59.49 Unrealized
AMZN AMAZON COM INC 0.7%
Value ($000) $5,078 Shares 1,559 Est. Cost $69.46 Unrealized +129.8%
KO COCA COLA CO 0.5%
Value ($000) $3,800 Shares 69,284 Est. Cost $35.18 Unrealized +25.8%
VTEB VANGUARD TAX-EXEMPT BOND ETF 0.5%
Value ($000) $3,598 Shares 65,186 Est. Cost $54.14 Unrealized
PFE PFIZER INC 0.5%
Value ($000) $3,516 Shares 95,521 Est. Cost $19.81 Unrealized +44.6%
JNJ JOHNSON & JOHNSON 0.4%
Value ($000) $3,056 Shares 19,418 Est. Cost $86.93 Unrealized +46.7%
IVV ISHARES CORE S&P 500 (MKT) 0.4%
Value ($000) $2,734 Shares 7,282 Est. Cost $259.92 Unrealized
UNP UNION PACIFIC CORP 0.3%
Value ($000) $2,552 Shares 12,254 Est. Cost $96.01 Unrealized +85.5%
DIS DISNEY WALT CO 0.3%
Value ($000) $2,538 Shares 14,008 Est. Cost $99.62 Unrealized +40.8%
GL GLOBE LIFE INC 0.3%
Value ($000) $2,331 Shares 24,545 Est. Cost $84.61 Unrealized +0.9%
NEE NEXTERA ENERGY INC 0.3%
Value ($000) $2,306 Shares 29,896 Est. Cost $58.62 Unrealized +12.0%
SO SOUTHERN CO 0.2%
Value ($000) $1,911 Shares 31,094 Est. Cost $33.92 Unrealized +46.0%
CSCO CISCO SYSTEMS INC 0.2%
Value ($000) $1,889 Shares 42,215 Est. Cost $27.34 Unrealized +29.0%
GPN GLOBAL PAYMENTS INC 0.2%
Value ($000) $1,850 Shares 8,588 Est. Cost $155.39 Unrealized +14.8%
V VISA INC 0.2%
Value ($000) $1,832 Shares 8,375 Est. Cost $121.44 Unrealized +62.4%
PG PROCTER & GAMBLE CO 0.2%
Value ($000) $1,816 Shares 13,050 Est. Cost $72.71 Unrealized +69.4%
HD HOME DEPOT INC 0.2%
Value ($000) $1,810 Shares 6,816 Est. Cost $115.24 Unrealized +110.4%
INTC INTEL CORP 0.2%
Value ($000) $1,683 Shares 33,773 Est. Cost $31.54 Unrealized +39.6%
IJH ISHARES CORE S&P MID-CAP (MKT) 0.2%
Value ($000) $1,621 Shares 7,053 Est. Cost $178.99 Unrealized
T AT&T INC 0.2%
Value ($000) $1,532 Shares 53,297 Est. Cost $15.43 Unrealized -0.3%
BRK/B BERKSHIRE HATHAWAY INC 0.2%
Value ($000) $1,495 Shares 6,447 Est. Cost $181.75 Unrealized +21.2%
SYK STRYKER CORP 0.2%
Value ($000) $1,459 Shares 5,955 Est. Cost $91.71 Unrealized +134.0%
MMM 3M CO 0.2%
Value ($000) $1,438 Shares 8,228 Est. Cost $102.01 Unrealized +15.2%
MRK MERCK & CO INC 0.2%
Value ($000) $1,424 Shares 17,410 Est. Cost $42.63 Unrealized +52.1%
GOOGL ALPHABET INC 0.2%
Value ($000) $1,370 Shares 782 Est. Cost $56.30 Unrealized +48.3%
PEP PEPSICO INC 0.2%
Value ($000) $1,350 Shares 9,101 Est. Cost $76.73 Unrealized +58.0%
WMT WALMART INC 0.2%
Value ($000) $1,311 Shares 9,100 Est. Cost $27.16 Unrealized +66.6%
QCOM QUALCOMM INC 0.2%
Value ($000) $1,207 Shares 7,924 Est. Cost $46.57 Unrealized +167.8%
NVDA NVIDIA CORP 0.2%
Value ($000) $1,193 Shares 2,285 Est. Cost $5.47 Unrealized +143.9%
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $1,182 Shares 3,329 Est. Cost $152.49 Unrealized +109.2%
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $1,169 Shares 3,334 Est. Cost $135.95 Unrealized +126.7%
ORCL ORACLE CORP 0.1%
Value ($000) $1,145 Shares 17,699 Est. Cost $38.40 Unrealized +44.6%
ABBV ABBVIE INC SR NT 0.1%
Value ($000) $1,072 Shares 10,008 Est. Cost $45.93 Unrealized +71.9%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $1,053 Shares 2,261 Est. Cost $228.93 Unrealized +102.1%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $1,050 Shares 25,475 Est. Cost $38.47 Unrealized -21.1%
CVX CHEVRON CORP NEW 0.1%
Value ($000) $1,044 Shares 12,364 Est. Cost $70.04 Unrealized -7.2%
MA MASTERCARD INC 0.1%
Value ($000) $1,010 Shares 2,830 Est. Cost $173.20 Unrealized +86.7%
MAA MID-AMERICA APARTMENT 0.1%
Value ($000) $1,010 Shares 7,975 Est. Cost $52.18 Unrealized +98.6%
SFBS SERVISFIRST BANCSHARES INC 0.1%
Value ($000) $996 Shares 24,718 Est. Cost $28.48 Unrealized +25.0%
MCD MCDONALDS CORP 0.1%
Value ($000) $991 Shares 4,619 Est. Cost $107.36 Unrealized +80.0%
MU MICRON TECHNOLOGY INC 0.1%
Value ($000) $984 Shares 13,096 Est. Cost $33.75 Unrealized +74.3%
ABT ABBOTT LABORATORIES 0.1%
Value ($000) $981 Shares 8,963 Est. Cost $48.45 Unrealized +104.9%
DUK DUKE ENERGY CORP 0.1%
Value ($000) $958 Shares 10,456 Est. Cost $60.20 Unrealized +25.7%
RF REGIONS FINANCIAL CORP NEW 0.1%
Value ($000) $956 Shares 59,294 Est. Cost $9.27 Unrealized +26.8%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $944 Shares 16,062 Est. Cost $31.80 Unrealized +38.3%
PYPL PAYPAL HLDGS INC 0.1%
Value ($000) $942 Shares 4,023 Est. Cost $84.09 Unrealized +145.8%
DG DOLLAR GENERAL CORP 0.1%
Value ($000) $930 Shares 4,421 Est. Cost $99.06 Unrealized +99.9%
VV VANGUARD LARGE CAP ETF (MKT) 0.1%
Value ($000) $905 Shares 5,147 Est. Cost $95.25 Unrealized
IJR ISHARES CORE S&P SMALL-CAP (MKT) 0.1%
Value ($000) $893 Shares 9,722 Est. Cost $86.51 Unrealized
BAC BANK OF AMERICA CORP 0.1%
Value ($000) $877 Shares 28,937 Est. Cost $21.72 Unrealized +8.9%
LOW LOWES COMPANIES INC 0.1%
Value ($000) $876 Shares 5,461 Est. Cost $65.88 Unrealized +124.7%
BAX BAXTER INTERNATIONAL INC 0.1%
Value ($000) $771 Shares 9,606 Est. Cost $32.49 Unrealized +118.6%
HON HONEYWELL INTERNATIONAL INC 0.1%
Value ($000) $725 Shares 3,407 Est. Cost $129.48 Unrealized +26.5%
COST COSTCO WHOLESALE CORP NEW 0.1%
Value ($000) $703 Shares 1,867 Est. Cost $230.68 Unrealized +50.6%
ALEXION PHARMACEUTICALS INC 0.1%
Value ($000) $702 Shares 4,491 Est. Cost $144.43 Unrealized
TEXAS PAC LTD TR 0.1%
Value ($000) $698 Shares 960 Est. Cost $695.83 Unrealized
UPS UNITED PARCEL SERVICE 0.1%
Value ($000) $686 Shares 4,071 Est. Cost $80.74 Unrealized +69.6%
VMC VULCAN MATERIALS CO 0.1%
Value ($000) $673 Shares 4,533 Est. Cost $100.63 Unrealized +36.0%
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $671 Shares 10,810 Est. Cost $45.19 Unrealized +10.7%
IVW ISHARES S&P 500 GROWTH (MKT) 0.1%
Value ($000) $665 Shares 10,416 Est. Cost $78.75 Unrealized
CSX CSX CORP 0.1%
Value ($000) $660 Shares 7,274 Est. Cost $8.24 Unrealized +225.5%
LLY ELI LILLY & CO 0.1%
Value ($000) $654 Shares 3,877 Est. Cost $67.07 Unrealized +110.8%
AVGO BROADCOM INC COM 0.1%
Value ($000) $653 Shares 1,492 Est. Cost $24.70 Unrealized +41.0%
TJX TJX COS INC NEW 0.1%
Value ($000) $652 Shares 9,559 Est. Cost $40.10 Unrealized +40.8%
JOE ST JOE CO 0.1%
Value ($000) $624 Shares 14,691 Est. Cost $15.81 Unrealized +101.3%
IJK ISHARES S&P MIDCAP 400 GROWTH 0.1%
Value ($000) $623 Shares 8,624 Est. Cost $98.10 Unrealized
PM PHILIP MORRIS INTERNATIONAL INC 0.1%
Value ($000) $620 Shares 7,494 Est. Cost $58.78 Unrealized +2.7%
MDT MEDTRONIC PLC 0.1%
Value ($000) $597 Shares 5,099 Est. Cost $83.87 Unrealized +13.4%
VO VANGUARD MID-CAP ETF (MKT) 0.1%
Value ($000) $589 Shares 2,849 Est. Cost $121.41 Unrealized
TSLA TESLA INC 0.1%
Value ($000) $576 Shares 816 Est. Cost $102.97 Unrealized +65.7%
LAM RESEARCH CORP 0.1%
Value ($000) $558 Shares 1,181 Est. Cost $129.49 Unrealized
FANG DIAMONDBACK ENERGY INC 0.1%
Value ($000) $555 Shares 11,465 Est. Cost $78.63 Unrealized -62.1%
BLACKROCK INC 0.1%
Value ($000) $506 Shares 701 Est. Cost $441.13 Unrealized
SAM BOSTON BEER INC CL A 0.1%
Value ($000) $497 Shares 500 Est. Cost $279.65 Unrealized +243.2%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.1%
Value ($000) $496 Shares 2,546 Est. Cost $117.28 Unrealized
NSC NORFOLK SOUTHERN CORP 0.1%
Value ($000) $496 Shares 2,088 Est. Cost $109.20 Unrealized +87.5%
MO ALTRIA GROUP INC 0.1%
Value ($000) $488 Shares 11,905 Est. Cost $27.31 Unrealized -2.2%
BA BOEING CO 0.1%
Value ($000) $481 Shares 2,247 Est. Cost $324.54 Unrealized -40.8%
SLV ISHARES SILVER TRUST (MKT) 0.1%
Value ($000) $478 Shares 19,460 Est. Cost $23.06 Unrealized
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $475 Shares 8,151 Est. Cost $54.87 Unrealized -10.1%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $457 Shares 3,778 Est. Cost $63.54 Unrealized +63.5%
HSY HERSHEY CO 0.1%
Value ($000) $457 Shares 3,000 Est. Cost $75.57 Unrealized +73.4%
QQQ INVESCO QQQ TR 0.1%
Value ($000) $456 Shares 1,455 Est. Cost $181.15 Unrealized
META FACEBOOK INC 0.1%
Value ($000) $455 Shares 1,666 Est. Cost $159.21 Unrealized +71.0%
KMB KIMBERLY CLARK CORP 0.1%
Value ($000) $446 Shares 3,310 Est. Cost $78.09 Unrealized +48.5%
ADSK AUTODESK INC 0.1%
Value ($000) $442 Shares 1,449 Est. Cost $139.60 Unrealized +88.8%
NVS NOVARTIS AG 0.1%
Value ($000) $429 Shares 4,544 Est. Cost $84.00 Unrealized
VB VANGUARD SMALL CAP ETF (MKT) 0.1%
Value ($000) $427 Shares 2,191 Est. Cost $117.46 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $413 Shares 1,797 Est. Cost $178.50 Unrealized +10.0%
HUM HUMANA INC 0.1%
Value ($000) $410 Shares 1,000 Est. Cost $88.83 Unrealized +346.4%
HLT HILTON WORLDWIDE HLDGS INC 0.1%
Value ($000) $407 Shares 3,654 Est. Cost $73.46 Unrealized +33.2%
SBUX STARBUCKS CORP 0.1%
Value ($000) $404 Shares 3,773 Est. Cost $51.80 Unrealized +64.4%
APD AIR PRODUCTS & CHEMICALS INC 0.1%
Value ($000) $395 Shares 1,446 Est. Cost $116.81 Unrealized +112.0%
DE DEERE & CO 0.1%
Value ($000) $394 Shares 1,464 Est. Cost $73.52 Unrealized +215.7%
ADP AUTOMATIC DATA PROCESSING INC 0.1%
Value ($000) $391 Shares 2,218 Est. Cost $87.18 Unrealized +69.1%
PAYX PAYCHEX INC 0.0%
Value ($000) $380 Shares 4,083 Est. Cost $39.66 Unrealized +94.0%
MAR MARRIOTT INTERNATIONAL INC NEW 0.0%
Value ($000) $378 Shares 2,868 Est. Cost $83.76 Unrealized +31.5%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $376 Shares 1,504 Est. Cost $133.41 Unrealized +60.8%
RTX RAYTHEON TECHNOLOGIES CORP 0.0%
Value ($000) $371 Shares 5,186 Est. Cost $54.61 Unrealized +7.0%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $364 Shares 2,448 Est. Cost $91.36 Unrealized +43.0%
DVY ISHARES SELECT DIVIDEND (MKT) 0.0%
Value ($000) $355 Shares 3,694 Est. Cost $78.90 Unrealized
INTU INTUIT 0.0%
Value ($000) $354 Shares 932 Est. Cost $201.18 Unrealized +69.2%
GIS GENERAL MILLS INC 0.0%
Value ($000) $354 Shares 6,021 Est. Cost $37.65 Unrealized +35.1%
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $350 Shares 3,840 Est. Cost $60.31 Unrealized +37.5%
BRK/A BERKSHIRE HATHAWAY INC 0.0%
Value ($000) $348 Shares 1 Est. Cost $201277.39 Unrealized +64.3%
COP CONOCOPHILLIPS 0.0%
Value ($000) $342 Shares 8,548 Est. Cost $48.43 Unrealized -36.6%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $336 Shares 2,273 Est. Cost $38.86 Unrealized +211.9%
LEG LEGGETT & PLATT INC 0.0%
Value ($000) $332 Shares 7,500 Est. Cost $34.31 Unrealized +25.0%
CRM SALESFORCE.COM INC 0.0%
Value ($000) $327 Shares 1,468 Est. Cost $163.70 Unrealized +46.8%
ITW ILLINOIS TOOL WORKS INC 0.0%
Value ($000) $326 Shares 1,597 Est. Cost $81.40 Unrealized +122.4%
WM WASTE MANAGEMENT INC 0.0%
Value ($000) $323 Shares 2,738 Est. Cost $60.70 Unrealized +77.0%
EFG ISHARES MSCI EAFE GROWTH (MKT) 0.0%
Value ($000) $315 Shares 3,121 Est. Cost $67.09 Unrealized
IWO ISHARES RUSSELL 2000 GROWTH 0.0%
Value ($000) $304 Shares 1,062 Est. Cost $137.21 Unrealized
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $303 Shares 1,149 Est. Cost $176.84 Unrealized +11.4%
OXY OCCIDENTAL PETROLEUM CORP 0.0%
Value ($000) $286 Shares 16,534 Est. Cost $18.75 Unrealized -31.1%
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $273 Shares 2,170 Est. Cost $93.66 Unrealized -0.3%
SYY SYSCO CORP 0.0%
Value ($000) $272 Shares 3,661 Est. Cost $34.33 Unrealized +74.8%
CNI CANADIAN NATIONAL RAILWAY CO 0.0%
Value ($000) $264 Shares 2,400 Est. Cost $72.47 Unrealized +35.2%
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $263 Shares 3,092 Est. Cost $80.53 Unrealized
TXN TEXAS INSTRUMENTS INC 0.0%
Value ($000) $259 Shares 1,577 Est. Cost $54.25 Unrealized +148.1%
FCN FTI CONSULTING INC 0.0%
Value ($000) $258 Shares 2,314 Est. Cost $113.39 Unrealized -5.0%
VFC V F CORP 0.0%
Value ($000) $254 Shares 2,974 Est. Cost $55.91 Unrealized +42.9%
VUG VANGUARD GROWTH ETF (MKT) 0.0%
Value ($000) $253 Shares 998 Est. Cost $100.70 Unrealized
MGC VANGUARD MEGA CAP INDEX 0.0%
Value ($000) $251 Shares 1,878 Est. Cost $92.09 Unrealized
TFC TRUIST FINL CORP 0.0%
Value ($000) $248 Shares 5,184 Est. Cost $35.91 Unrealized -0.7%
CVS CVS HEALTH CORPORATION 0.0%
Value ($000) $245 Shares 3,585 Est. Cost $57.07 Unrealized -3.2%
MPC MARATHON PETE CORP 0.0%
Value ($000) $242 Shares 5,864 Est. Cost $36.76 Unrealized -14.9%
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $241 Shares 9,271 Est. Cost $19.45 Unrealized 0.0%
C CITIGROUP INC 0.0%
Value ($000) $240 Shares 3,888 Est. Cost $44.46 Unrealized -4.7%
CAG CONAGRA BRANDS INC 0.0%
Value ($000) $239 Shares 6,605 Est. Cost $24.04 Unrealized +20.1%
TAK TAKEDA PHARMACEUTICAL COMPANY LI 0.0%
Value ($000) $237 Shares 13,048 Est. Cost $20.39 Unrealized
FDX FEDEX CORP 0.0%
Value ($000) $237 Shares 916 Est. Cost $155.55 Unrealized +61.5%
LUV SOUTHWEST AIRLINES CO 0.0%
Value ($000) $236 Shares 5,059 Est. Cost $40.63 Unrealized -0.8%
NEM NEWMONT GOLDCORP 0.0%
Value ($000) $230 Shares 3,835 Est. Cost $52.04 Unrealized +0.6%
NPO ENPRO INDS INC COM 0.0%
Value ($000) $221 Shares 2,930 Est. Cost $57.38 Unrealized +16.9%
DON WISDOMTREE US MIDCAP 0.0%
Value ($000) $220 Shares 6,316 Est. Cost $50.17 Unrealized
IWP ISHARES RUSSELL MID-CAP GROWTH 0.0%
Value ($000) $218 Shares 2,124 Est. Cost $116.27 Unrealized
CAT CATERPILLAR INC 0.0%
Value ($000) $212 Shares 1,162 Est. Cost $108.46 Unrealized +42.0%
BROOKFIELD ASSET MANAGEMENT INC 0.0%
Value ($000) $208 Shares 5,049 Est. Cost $31.97 Unrealized
HPQ HP INC 0.0%
Value ($000) $202 Shares 8,216 Est. Cost $9.51 Unrealized +85.2%
AJG GALLAGHER ARTHUR J & CO 0.0%
Value ($000) $196 Shares 1,577 Est. Cost $51.10 Unrealized +110.8%
MS MORGAN STANLEY 0.0%
Value ($000) $196 Shares 2,864 Est. Cost $42.34 Unrealized +15.3%
NKE NIKE INC 0.0%
Value ($000) $195 Shares 1,377 Est. Cost $50.64 Unrealized +143.3%
ITOT ISHARES CORE S&P TOTAL US STOCK 0.0%
Value ($000) $193 Shares 2,243 Est. Cost $69.09 Unrealized
PRA PROASSURANCE CORP 0.0%
Value ($000) $192 Shares 10,806 Est. Cost $46.60 Unrealized -65.0%
TRV THE TRAVELERS COMPANIES INC 0.0%
Value ($000) $190 Shares 1,350 Est. Cost $99.91 Unrealized +15.7%
EMR EMERSON ELECTRIC CO 0.0%
Value ($000) $188 Shares 2,337 Est. Cost $42.81 Unrealized +56.1%
BIIB BIOGEN INC 0.0%
Value ($000) $187 Shares 765 Est. Cost $318.86 Unrealized -18.7%
AGG ISHARES CORE TOTAL US BOND 0.0%
Value ($000) $186 Shares 1,572 Est. Cost $108.28 Unrealized
CHDN CHURCHILL DOWNS INC 0.0%
Value ($000) $175 Shares 900 Est. Cost $33.57 Unrealized +165.6%
ROYAL DUTCH SHELL PLC 0.0%
Value ($000) $173 Shares 4,908 Est. Cost $61.56 Unrealized
PFF ISHARES US PREFERRED STOCK (MKT) 0.0%
Value ($000) $172 Shares 4,456 Est. Cost $37.78 Unrealized
D DOMINION ENERGY INC 0.0%
Value ($000) $172 Shares 2,288 Est. Cost $52.73 Unrealized +20.3%
DES WISDOMTREE SMALLCAP DIVIDEND 0.0%
Value ($000) $171 Shares 6,442 Est. Cost $41.17 Unrealized
CMCSA COMCAST CORP 0.0%
Value ($000) $168 Shares 3,202 Est. Cost $34.84 Unrealized +19.6%
BHC BAUSCH HEALTH COS INC COM 0.0%
Value ($000) $168 Shares 8,100 Est. Cost $22.90 Unrealized -18.5%
BX BLACKSTONE GROUP INC 0.0%
Value ($000) $167 Shares 2,574 Est. Cost $39.51 Unrealized +23.6%
ES EVERSOURCE ENERGY 0.0%
Value ($000) $165 Shares 1,911 Est. Cost $44.62 Unrealized +63.8%
PRU PRUDENTIAL FINANCIAL INC 0.0%
Value ($000) $164 Shares 2,107 Est. Cost $64.04 Unrealized -12.1%
WADDELL & REED FINANCIAL INC 0.0%
Value ($000) $163 Shares 6,403 Est. Cost $34.95 Unrealized
MKL MARKEL CORP 0.0%
Value ($000) $158 Shares 153 Est. Cost $1005.01 Unrealized -0.8%
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $157 Shares 1,709 Est. Cost $41.87 Unrealized +96.0%
VIG VANGUARD DIVIDEND APPREC IDX ETF 0.0%
Value ($000) $155 Shares 1,097 Est. Cost $94.61 Unrealized
USB US BANCORP DEL 0.0%
Value ($000) $154 Shares 3,302 Est. Cost $30.51 Unrealized +11.0%
ENSTAR GROUP LIMITED 0.0%
Value ($000) $154 Shares 751 Est. Cost $162.57 Unrealized
VTV VANGUARD VALUE INDEX 0.0%
Value ($000) $150 Shares 1,258 Est. Cost $96.03 Unrealized
IGSB ISHARES SHORT-TERM 0.0%
Value ($000) $148 Shares 2,680 Est. Cost $96.41 Unrealized
BIV VANGUARD INTERMEDIATE-TERM BOND 0.0%
Value ($000) $145 Shares 1,565 Est. Cost $86.63 Unrealized
ROP ROPER TECHNOLOGIES INC 0.0%
Value ($000) $142 Shares 330 Est. Cost $174.79 Unrealized +127.9%
TGT TARGET CORP 0.0%
Value ($000) $138 Shares 783 Est. Cost $55.17 Unrealized +162.6%
AFL AFLAC INC 0.0%
Value ($000) $136 Shares 3,060 Est. Cost $32.26 Unrealized +12.6%
ADBE ADOBE SYSTEMS INC 0.0%
Value ($000) $134 Shares 268 Est. Cost $151.22 Unrealized +219.5%
ETN EATON CORP PLC 0.0%
Value ($000) $132 Shares 1,098 Est. Cost $59.00 Unrealized +76.0%
RH RH COM 0.0%
Value ($000) $132 Shares 295 Est. Cost $30.92 Unrealized +1232.8%
GABELLI DIVIDEND & INCOME TRUST 0.0%
Value ($000) $130 Shares 6,067 Est. Cost $21.32 Unrealized
CREDIT SUISSE FI LARGE CAP 0.0%
Value ($000) $129 Shares 235 Est. Cost $127.66 Unrealized
MBB ISHARES MBS (MKT) 0.0%
Value ($000) $129 Shares 1,168 Est. Cost $105.11 Unrealized
VOT VANGUARD MID-CAP GROWTH ETF 0.0%
Value ($000) $128 Shares 605 Est. Cost $111.92 Unrealized
AMAT APPLIED MATERIALS INC 0.0%
Value ($000) $127 Shares 1,473 Est. Cost $32.96 Unrealized +114.5%
SYNOVUS FINANCIAL CORP 0.0%
Value ($000) $127 Shares 3,915 Est. Cost $42.31 Unrealized
CITRIX SYSTEMS INC 0.0%
Value ($000) $127 Shares 980 Est. Cost $81.91 Unrealized
MTG MGIC INVESTMENT CORP WI 0.0%
Value ($000) $126 Shares 10,000 Est. Cost $10.89 Unrealized +3.9%
CLX CLOROX CO 0.0%
Value ($000) $125 Shares 617 Est. Cost $96.91 Unrealized +82.0%
DRI DARDEN RESTAURANTS INC 0.0%
Value ($000) $125 Shares 1,045 Est. Cost $50.74 Unrealized +80.2%
HRL HORMEL FOODS CORP 0.0%
Value ($000) $125 Shares 2,672 Est. Cost $35.69 Unrealized +17.9%
BWA BORGWARNER INC 0.0%
Value ($000) $122 Shares 3,164 Est. Cost $25.52 Unrealized +23.2%
ENB ENBRIDGE INC 0.0%
Value ($000) $122 Shares 3,827 Est. Cost $23.08 Unrealized -6.0%
BP BP PLC 0.0%
Value ($000) $121 Shares 5,881 Est. Cost $35.92 Unrealized
DISCOVER FINANCIAL SERVICES 0.0%
Value ($000) $119 Shares 1,309 Est. Cost $57.48 Unrealized
WESTROCK CO 0.0%
Value ($000) $119 Shares 2,722 Est. Cost $38.10 Unrealized
GPC GENUINE PARTS CO 0.0%
Value ($000) $118 Shares 1,172 Est. Cost $74.75 Unrealized +13.4%
LABORATORY CORP AMERICA HOLDINGS 0.0%
Value ($000) $118 Shares 580 Est. Cost $123.27 Unrealized
USMV ISHARES MSCI USA MINIMUM 0.0%
Value ($000) $117 Shares 1,721 Est. Cost $48.38 Unrealized
XILINX CORP 0.0%
Value ($000) $117 Shares 825 Est. Cost $78.90 Unrealized
CB CHUBB LIMITED 0.0%
Value ($000) $115 Shares 750 Est. Cost $116.51 Unrealized +11.6%
RSG REPUBLIC SERVICES INC 0.0%
Value ($000) $113 Shares 1,181 Est. Cost $59.19 Unrealized +49.9%
PNC PNC FINANCIAL SERVICES GROUP 0.0%
Value ($000) $112 Shares 756 Est. Cost $90.31 Unrealized +17.9%
CDC VICTORYSHARES US EQ INCOME 0.0%
Value ($000) $108 Shares 2,000 Est. Cost $45.50 Unrealized
RSP INVESCO EXCHANGE TRADED FD TR 0.0%
Value ($000) $107 Shares 840 Est. Cost $108.33 Unrealized
EFA ISHARES MSCI EAFE (MKT) 0.0%
Value ($000) $107 Shares 1,463 Est. Cost $66.47 Unrealized
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $105 Shares 2,904 Est. Cost $34.84 Unrealized +3.5%
AX AXOS FINL INC COM 0.0%
Value ($000) $102 Shares 2,705 Est. Cost $34.92 Unrealized -9.5%
ECL ECOLAB INC 0.0%
Value ($000) $100 Shares 462 Est. Cost $149.66 Unrealized +31.9%
MAXIM INTEGRATED PRODUCTS INC 0.0%
Value ($000) $98 Shares 1,110 Est. Cost $28.13 Unrealized
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $98 Shares 1,377 Est. Cost $25.91 Unrealized -8.5%
DLN WISDOMTREE LARGECAP DIVIDEND 0.0%
Value ($000) $96 Shares 893 Est. Cost $74.43 Unrealized
CMS CMS ENERGY CORP 0.0%
Value ($000) $95 Shares 1,553 Est. Cost $19.64 Unrealized +172.3%
LYB LYONDELLBASELL INDUSTRIES NV SHS 0.0%
Value ($000) $95 Shares 1,033 Est. Cost $59.21 Unrealized -2.9%
HPE HEWLETT PACKARD ENTERPRISE CO 0.0%
Value ($000) $95 Shares 8,061 Est. Cost $7.31 Unrealized +23.1%
LHX L3HARRIS TECHNOLOGIES INC COM 0.0%
Value ($000) $94 Shares 500 Est. Cost $180.55 Unrealized -8.7%
VTRS VIATRIS INC 0.0%
Value ($000) $94 Shares 5,015 Est. Cost $13.33 Unrealized 0.0%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $93 Shares 1,086 Est. Cost $54.08 Unrealized +35.7%
IWN ISHARES RUSSELL 2000 VALUE (MKT) 0.0%
Value ($000) $92 Shares 704 Est. Cost $96.53 Unrealized
DIA SPDR DOW JONES INDUSTRIAL 0.0%
Value ($000) $92 Shares 300 Est. Cost $166.67 Unrealized
VICTORYSHARES INTERNATIONAL 0.0%
Value ($000) $91 Shares 2,200 Est. Cost $38.18 Unrealized
XYZ SQUARE INC 0.0%
Value ($000) $86 Shares 393 Est. Cost $75.03 Unrealized +160.0%
GENERAL ELECTRIC CO 0.0%
Value ($000) $86 Shares 7,984 Est. Cost $21.18 Unrealized
HAS HASBRO INC 0.0%
Value ($000) $86 Shares 919 Est. Cost $68.79 Unrealized +5.6%
TOWN TOWNEBANK PORTSMOUTH VA 0.0%
Value ($000) $84 Shares 3,562 Est. Cost $15.54 Unrealized +33.0%
SCHM SCHWAB U.S. MID CAP ETF 0.0%
Value ($000) $83 Shares 1,211 Est. Cost $52.85 Unrealized
WAT WATERS CORP 0.0%
Value ($000) $83 Shares 337 Est. Cost $131.84 Unrealized +71.9%
DTE DTE ENERGY CO 0.0%
Value ($000) $82 Shares 675 Est. Cost $50.03 Unrealized +77.4%
ROYAL DUTCH SHELL PLC 0.0%
Value ($000) $80 Shares 2,370 Est. Cost $52.51 Unrealized
LNT ALLIANT ENERGY CORP 0.0%
Value ($000) $78 Shares 1,513 Est. Cost $32.54 Unrealized +40.2%
YUM YUM! BRANDS INC 0.0%
Value ($000) $76 Shares 700 Est. Cost $56.30 Unrealized +64.7%
SOXX ISHARES PHLX SOX SEMICONDUCTOR 0.0%
Value ($000) $76 Shares 200 Est. Cost $75.00 Unrealized
IQV IQVIA HLDGS INC 0.0%
Value ($000) $75 Shares 420 Est. Cost $126.43 Unrealized +33.3%
TRMK TRUSTMARK CORP 0.0%
Value ($000) $75 Shares 2,745 Est. Cost $20.33 Unrealized +5.4%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $74 Shares 1,020 Est. Cost $53.19 Unrealized +21.5%
PIONEER NATURAL RESOURCES CO 0.0%
Value ($000) $74 Shares 650 Est. Cost $101.22 Unrealized
DOW DOW INC COM 0.0%
Value ($000) $72 Shares 1,292 Est. Cost $36.37 Unrealized +7.3%
BLACKROCK MUNI INC QUAL TR 0.0%
Value ($000) $71 Shares 4,655 Est. Cost $13.75 Unrealized
RHI ROBERT HALF INTERNATIONAL INC 0.0%
Value ($000) $71 Shares 1,132 Est. Cost $41.73 Unrealized +43.0%
BSV VANGUARD SHORT-TERM BOND ETF 0.0%
Value ($000) $71 Shares 853 Est. Cost $81.49 Unrealized
ETR ENTERGY CORP NEW 0.0%
Value ($000) $70 Shares 705 Est. Cost $25.69 Unrealized +69.7%
KMI KINDER MORGAN INC 0.0%
Value ($000) $70 Shares 5,141 Est. Cost $12.50 Unrealized -20.5%
PLUG PLUG POWER INC 0.0%
Value ($000) $68 Shares 2,000 Est. Cost $4.68 Unrealized +383.8%
IWS ISHARES RUSSELL MID-CAP VALUE 0.0%
Value ($000) $68 Shares 698 Est. Cost $73.49 Unrealized
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $67 Shares 1,134 Est. Cost $34.10 Unrealized +47.0%
JCI JOHNSON CTLS INTL PLC SHS 0.0%
Value ($000) $66 Shares 1,420 Est. Cost $30.24 Unrealized +32.9%
BHP BHP GROUP LIMITED 0.0%
Value ($000) $65 Shares 1,000 Est. Cost $65.00 Unrealized
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $64 Shares 1,200 Est. Cost $38.89 Unrealized +8.9%
AGO ASSURED GUARANTY LTD 0.0%
Value ($000) $63 Shares 2,000 Est. Cost $35.28 Unrealized -23.2%
EL LAUDER ESTEE COS INC 0.0%
Value ($000) $63 Shares 236 Est. Cost $75.13 Unrealized +197.7%
CCL CARNIVAL CORP 0.0%
Value ($000) $62 Shares 2,860 Est. Cost $16.23 Unrealized +9.6%
BF/B BROWN-FORMAN CORP 0.0%
Value ($000) $60 Shares 750 Est. Cost $34.12 Unrealized +105.1%
ZBH ZIMMER BIOMET HLDGS INC 0.0%
Value ($000) $60 Shares 387 Est. Cost $99.72 Unrealized +35.8%
XLE ENERGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $59 Shares 1,552 Est. Cost $70.86 Unrealized
BIDU BAIDU INC SR 0.0%
Value ($000) $59 Shares 272 Est. Cost $153.49 Unrealized
ACN ACCENTURE PLC 0.0%
Value ($000) $57 Shares 217 Est. Cost $132.83 Unrealized +67.9%
LINDE PLC 0.0%
Value ($000) $56 Shares 211 Est. Cost $193.94 Unrealized
EOG EOG RESOURCES INC 0.0%
Value ($000) $56 Shares 1,116 Est. Cost $37.36 Unrealized -8.7%
WFC WELLS FARGO & CO 0.0%
Value ($000) $55 Shares 1,821 Est. Cost $39.24 Unrealized -41.3%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $55 Shares 2,555 Est. Cost $42.51 Unrealized -60.3%
PPL PPL CORP 0.0%
Value ($000) $55 Shares 1,943 Est. Cost $23.09 Unrealized +0.3%
XLI INDUSTRIAL SELECT SECTOR SPDRR 0.0%
Value ($000) $54 Shares 614 Est. Cost $61.65 Unrealized
HE HAWAIIAN ELECTRIC INDUSTRIES INC 0.0%
Value ($000) $53 Shares 1,500 Est. Cost $30.49 Unrealized +16.0%
CANADIAN PACIFIC RAILWAY LTD 0.0%
Value ($000) $52 Shares 150 Est. Cost $153.33 Unrealized
SHY ISHARES 1-3 YEAR TREASURY BOND 0.0%
Value ($000) $52 Shares 600 Est. Cost $85.36 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $51 Shares 218 Est. Cost $236.87 Unrealized
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $51 Shares 70 Est. Cost $136.99 Unrealized +65.5%
TM TOYOTA MOTOR CORP 0.0%
Value ($000) $51 Shares 329 Est. Cost $113.79 Unrealized
AB ALLIANCEBERNSTEIN HOLDING L P 0.0%
Value ($000) $51 Shares 1,500 Est. Cost $28.67 Unrealized
RWR SPDR DOW JONES REIT ETF (MKT) 0.0%
Value ($000) $50 Shares 575 Est. Cost $92.17 Unrealized
CTVA CORTEVA INC 0.0%
Value ($000) $50 Shares 1,292 Est. Cost $26.67 Unrealized +26.6%
DAL DELTA AIR LINES INC 0.0%
Value ($000) $49 Shares 1,208 Est. Cost $33.00 Unrealized +7.2%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $49 Shares 1,281 Est. Cost $17.41 Unrealized +94.3%
AOA ISHARES CORE AGGRESSIVE 0.0%
Value ($000) $49 Shares 758 Est. Cost $45.58 Unrealized
AON AON PLC SHS CL A 0.0%
Value ($000) $48 Shares 226 Est. Cost $178.56 Unrealized +10.1%
VWO VANGUARD EMERGING MARKETS STOCK 0.0%
Value ($000) $47 Shares 933 Est. Cost $41.57 Unrealized
DPZ DOMINOS PIZZA INC 0.0%
Value ($000) $47 Shares 123 Est. Cost $260.07 Unrealized +41.6%
LAKE LAKELAND INDS INC 0.0%
Value ($000) $47 Shares 1,723 Est. Cost $21.89 Unrealized +3.2%
A AGILENT TECHNOLOGIES INC 0.0%
Value ($000) $46 Shares 390 Est. Cost $34.38 Unrealized +211.0%
DGX QUEST DIAGNOSTICS INC 0.0%
Value ($000) $46 Shares 384 Est. Cost $59.42 Unrealized +85.9%
VHT VANGUARD HEALTH CARE INDEX 0.0%
Value ($000) $45 Shares 200 Est. Cost $175.00 Unrealized
ALC ALCON INC 0.0%
Value ($000) $45 Shares 689 Est. Cost $59.15 Unrealized +4.3%
AOR ISHARES CORE GROWTH ALLOCATION 0.0%
Value ($000) $45 Shares 850 Est. Cost $39.41 Unrealized
DHR DANAHER CORP 0.0%
Value ($000) $44 Shares 198 Est. Cost $102.28 Unrealized +91.6%
EEM ISHARES MSCI EMERGING MARKETS 0.0%
Value ($000) $44 Shares 860 Est. Cost $42.24 Unrealized
FAST FASTENAL CO 0.0%
Value ($000) $44 Shares 900 Est. Cost $12.78 Unrealized +62.1%
MINT PIMCO ENHANCED SHORT MATURITY 0.0%
Value ($000) $44 Shares 432 Est. Cost $102.58 Unrealized
VXF VANGUARD EXTENDED MARKET INDEX 0.0%
Value ($000) $43 Shares 263 Est. Cost $91.25 Unrealized
PBE INVESCO EXCHANGE TRADED 0.0%
Value ($000) $43 Shares 611 Est. Cost $57.28 Unrealized
SAP SAP AKTIENGESELLSCHAFT 0.0%
Value ($000) $43 Shares 333 Est. Cost $81.08 Unrealized
NFLX NETFLIX INC 0.0%
Value ($000) $42 Shares 77 Est. Cost $16.59 Unrealized +205.6%
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $41 Shares 616 Est. Cost $47.48 Unrealized +26.5%
PZA INVESCO NATIONAL AMT FREE MUNI 0.0%
Value ($000) $41 Shares 1,520 Est. Cost $26.46 Unrealized
VTR VENTAS INC 0.0%
Value ($000) $41 Shares 830 Est. Cost $41.02 Unrealized -5.9%
RITE AID CORP 0.0%
Value ($000) $40 Shares 2,532 Est. Cost $9.48 Unrealized
DOV DOVER CORP 0.0%
Value ($000) $40 Shares 314 Est. Cost $48.12 Unrealized +130.9%
JPST JPMORGAN ULTRA-SHORT INCOME ETF 0.0%
Value ($000) $39 Shares 772 Est. Cost $50.52 Unrealized
NUVEEN SELECT TAX-FREE INCOME 0.0%
Value ($000) $39 Shares 2,175 Est. Cost $13.33 Unrealized
LNC LINCOLN NATIONAL CORP IN 0.0%
Value ($000) $38 Shares 763 Est. Cost $29.53 Unrealized +11.5%
BKLN INVESCO EXCHNG TRADED FD TR II 0.0%
Value ($000) $38 Shares 1,686 Est. Cost $21.35 Unrealized
BUD ANHEUSER BUSCH INBEV NV 0.0%
Value ($000) $38 Shares 548 Est. Cost $104.35 Unrealized
EXEL EXELIXIS INC COM 0.0%
Value ($000) $37 Shares 1,830 Est. Cost $23.35 Unrealized -10.3%
IAA INC COM 0.0%
Value ($000) $37 Shares 581 Est. Cost $41.27 Unrealized
LQD ISHARES IBOXX $ INVST GRADE CRP 0.0%
Value ($000) $37 Shares 270 Est. Cost $119.19 Unrealized
MET METLIFE INC 0.0%
Value ($000) $36 Shares 760 Est. Cost $36.94 Unrealized +0.2%
AZN ASTRAZENECA PLC 0.0%
Value ($000) $35 Shares 700 Est. Cost $36.72 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $35 Shares 510 Est. Cost $55.87 Unrealized -14.2%
WPC W P CAREY INC 0.0%
Value ($000) $35 Shares 501 Est. Cost $61.88 Unrealized
HIBBETT SPORTS INC 0.0%
Value ($000) $35 Shares 756 Est. Cost $67.34 Unrealized
NUE NUCOR CORP 0.0%
Value ($000) $34 Shares 630 Est. Cost $50.72 Unrealized -6.5%
NUVEEN ENHANCED MUNI VALUE FD 0.0%
Value ($000) $33 Shares 2,000 Est. Cost $14.50 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value ($000) $33 Shares 1,400 Est. Cost $9.50 Unrealized +88.3%
BBY BEST BUY INC 0.0%
Value ($000) $32 Shares 317 Est. Cost $22.16 Unrealized +305.9%
ET ENERGY TRANSFER OPERATING LP 0.0%
Value ($000) $32 Shares 5,142 Est. Cost $7.20 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS 0.0%
Value ($000) $32 Shares 675 Est. Cost $40.02 Unrealized
EBAY EBAY INC 0.0%
Value ($000) $32 Shares 634 Est. Cost $23.16 Unrealized +101.6%
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $32 Shares 814 Est. Cost $77.06 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDRR 0.0%
Value ($000) $32 Shares 283 Est. Cost $86.31 Unrealized
SDY SPDR S&P DIVIDEND ETF (MKT) 0.0%
Value ($000) $32 Shares 306 Est. Cost $75.16 Unrealized
ZM ZOOM VIDEO COMMUNICATIONS INC 0.0%
Value ($000) $31 Shares 92 Est. Cost $225.71 Unrealized +97.5%
IXJ ISHARES GLOBAL HEALTHCARE (MKT) 0.0%
Value ($000) $31 Shares 400 Est. Cost $71.25 Unrealized
TSN TYSON FOODS INC 0.0%
Value ($000) $31 Shares 479 Est. Cost $40.87 Unrealized +30.3%
IJJ ISHARES S&P MID-CAP 400 VALUE 0.0%
Value ($000) $30 Shares 346 Est. Cost $141.02 Unrealized
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $30 Shares 100 Est. Cost $169.45 Unrealized +65.8%
TT TRANE TECHNOLOGIES PLC 0.0%
Value ($000) $29 Shares 198 Est. Cost $93.73 Unrealized +37.9%
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $28 Shares 1,000 Est. Cost $18.71 Unrealized +11.0%
ACTIVISION BLIZZARD INC 0.0%
Value ($000) $28 Shares 300 Est. Cost $80.00 Unrealized
IJS ISHARES S&P SMALL-CAP 600 VALUE 0.0%
Value ($000) $27 Shares 332 Est. Cost $131.22 Unrealized
OKE ONEOK INC NEW 0.0%
Value ($000) $27 Shares 691 Est. Cost $39.31 Unrealized -36.7%
MDIV FIRST TRUST MULTI-ASSET 0.0%
Value ($000) $27 Shares 1,804 Est. Cost $17.10 Unrealized
TDOC TELADOC HEALTH INC 0.0%
Value ($000) $27 Shares 136 Est. Cost $116.34 Unrealized +74.8%
TER TERADYNE INC 0.0%
Value ($000) $27 Shares 228 Est. Cost $22.54 Unrealized +344.0%
ISHARES GOLD TRUST (MKT) 0.0%
Value ($000) $27 Shares 1,470 Est. Cost $12.97 Unrealized
BK THE BANK OF NEW YORK COMPANY INC 0.0%
Value ($000) $26 Shares 610 Est. Cost $34.53 Unrealized -4.0%
FDL FIRST TRUST MORNINGSTAR DIV 0.0%
Value ($000) $26 Shares 880 Est. Cost $30.19 Unrealized
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $25 Shares 100 Est. Cost $165.19 Unrealized +35.6%
TDIV FIRST TRUST NASDAQ 0.0%
Value ($000) $25 Shares 500 Est. Cost $44.00 Unrealized
SEAGATE TECHNOLOGY PLC 0.0%
Value ($000) $25 Shares 400 Est. Cost $50.00 Unrealized
BLACKROCK MUNIENHANCED FUND INC 0.0%
Value ($000) $24 Shares 2,000 Est. Cost $11.00 Unrealized
CBRL CRACKER BARREL OLD COUNTRY STORE 0.0%
Value ($000) $24 Shares 179 Est. Cost $114.30 Unrealized -7.7%
EMLP FIRST TRUST NORTH AMERICAN 0.0%
Value ($000) $24 Shares 1,150 Est. Cost $25.22 Unrealized
YUMC YUM CHINA HLDGS INC COM 0.0%
Value ($000) $23 Shares 400 Est. Cost $26.74 Unrealized +110.0%
KXI ISHARES GLOBAL CONSUMER STAPLES 0.0%
Value ($000) $23 Shares 400 Est. Cost $55.00 Unrealized
HORIZON THERAPEUTICS PUB 0.0%
Value ($000) $23 Shares 318 Est. Cost $28.30 Unrealized
CHTR CHARTER COMMUNICATIONS INC 0.0%
Value ($000) $23 Shares 35 Est. Cost $429.38 Unrealized +48.2%
EPD ENTERPRISE PRODUCTS PARTNERS L P 0.0%
Value ($000) $23 Shares 1,178 Est. Cost $24.94 Unrealized
IVE ISHARES S&P 500 VALUE (MKT) 0.0%
Value ($000) $22 Shares 168 Est. Cost $107.14 Unrealized
MPT MEDICAL PPTYS TRUST INC 0.0%
Value ($000) $22 Shares 1,000 Est. Cost $18.00 Unrealized
FUELCELL ENERGY INC 0.0%
Value ($000) $22 Shares 2,000 Est. Cost $2.50 Unrealized
KODK EASTMAN KODAK CO 0.0%
Value ($000) $22 Shares 2,745 Est. Cost $7.81 Unrealized +6.6%
HANCOCK JOHN BANK & THRIFT 0.0%
Value ($000) $21 Shares 700 Est. Cost $34.29 Unrealized
HAL HALLIBURTON CO 0.0%
Value ($000) $20 Shares 1,071 Est. Cost $36.30 Unrealized -61.0%
CENTURYLINK INC 0.0%
Value ($000) $20 Shares 2,000 Est. Cost $18.84 Unrealized
ACWX ISHARES MSCI ACWI EX US 0.0%
Value ($000) $20 Shares 378 Est. Cost $44.97 Unrealized
MFS 0.0%
Value ($000) $20 Shares 3,000 Est. Cost $6.67 Unrealized
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $20 Shares 400 Est. Cost $37.61 Unrealized +13.9%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $20 Shares 559 Est. Cost $46.96 Unrealized -45.6%
IEX IDEX CORP 0.0%
Value ($000) $19 Shares 93 Est. Cost $59.23 Unrealized +201.7%
SRE SEMPRA ENERGY 0.0%
Value ($000) $19 Shares 150 Est. Cost $35.23 Unrealized +54.6%
MFC MANULIFE FINANCIAL CORP 0.0%
Value ($000) $19 Shares 1,062 Est. Cost $18.29 Unrealized -12.7%
SCHD SCHWAB U.S. DIVIDEND EQUITY ETF 0.0%
Value ($000) $19 Shares 299 Est. Cost $46.82 Unrealized
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $19 Shares 350 Est. Cost $60.44 Unrealized -24.6%
DXC DXC TECHNOLOGY CO COM 0.0%
Value ($000) $18 Shares 691 Est. Cost $62.87 Unrealized -66.1%
XEL XCEL ENERGY INC 0.0%
Value ($000) $18 Shares 269 Est. Cost $23.86 Unrealized +147.7%
WU WESTERN UNION CO 0.0%
Value ($000) $18 Shares 820 Est. Cost $18.11 Unrealized
KAYNE ANDERSON MLP/MIDSTREAM 0.0%
Value ($000) $18 Shares 3,060 Est. Cost $8.67 Unrealized
PENN PENN NATIONAL GAMING INC 0.0%
Value ($000) $18 Shares 204 Est. Cost $71.36 Unrealized 0.0%
AMP AMERIPRISE FINANCIAL INC 0.0%
Value ($000) $17 Shares 86 Est. Cost $98.39 Unrealized +68.1%
SHM SPDR NUVEEN BARCLAYS SHORT 0.0%
Value ($000) $17 Shares 344 Est. Cost $49.60 Unrealized
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $16 Shares 140 Est. Cost $93.67 Unrealized +12.3%
RY ROYAL BANK CANADA MONTREAL 0.0%
Value ($000) $16 Shares 200 Est. Cost $64.70 Unrealized +19.6%
SBAC SBA COMMUNICATIONS CORP 0.0%
Value ($000) $16 Shares 56 Est. Cost $120.34 Unrealized +127.2%
MSI MOTOROLA SOLUTIONS INC 0.0%
Value ($000) $16 Shares 97 Est. Cost $52.10 Unrealized +201.9%
ALL ALLSTATE CORP 0.0%
Value ($000) $16 Shares 150 Est. Cost $62.81 Unrealized +38.0%
KTB KONTOOR BRANDS INC 0.0%
Value ($000) $16 Shares 422 Est. Cost $32.45 Unrealized +13.6%
TD TORONTO DOMINION BANK ONTARIO 0.0%
Value ($000) $16 Shares 280 Est. Cost $46.61 Unrealized +8.7%
TRIP TRIPADIVISOR INC 0.0%
Value ($000) $16 Shares 546 Est. Cost $49.24 Unrealized -51.1%
ICE INTERCONTINENTALEXCHANGE GROUP 0.0%
Value ($000) $15 Shares 130 Est. Cost $69.88 Unrealized +39.0%
DELL DELL TECHNOLOGIES INC COM 0.0%
Value ($000) $15 Shares 205 Est. Cost $25.29 Unrealized +26.2%
SBIO ALPS ETF TR MED BREAKTHGH 0.0%
Value ($000) $15 Shares 300 Est. Cost $40.00 Unrealized
EFAV ISHARES MSCI EAFE MINIMUM 0.0%
Value ($000) $15 Shares 200 Est. Cost $64.75 Unrealized
IVZ INVESCO LTD 0.0%
Value ($000) $15 Shares 887 Est. Cost $19.82 Unrealized -37.2%
HANESBRANDS INC 0.0%
Value ($000) $14 Shares 980 Est. Cost $30.70 Unrealized
OXY/WS OCCIDENTAL PETROLEUM CORP 0.0%
Value ($000) $14 Shares 2,070 Est. Cost $2.90 Unrealized
XLF FINANCIAL SELECT SECTOR SPDRR 0.0%
Value ($000) $14 Shares 490 Est. Cost $24.90 Unrealized
KELLOGG CO 0.0%
Value ($000) $14 Shares 230 Est. Cost $46.14 Unrealized +8.4%
SU SUNCOR ENERGY INC 0.0%
Value ($000) $14 Shares 807 Est. Cost $23.93 Unrealized -49.8%
STT STATE STREET CORP 0.0%
Value ($000) $14 Shares 180 Est. Cost $50.01 Unrealized +14.9%
PPG PPG INDUSTRIES INC 0.0%
Value ($000) $14 Shares 98 Est. Cost $83.72 Unrealized +50.5%
PH PARKER HANNIFIN CORP 0.0%
Value ($000) $13 Shares 46 Est. Cost $111.81 Unrealized +106.9%
FSLR FIRST SOLAR INC 0.0%
Value ($000) $13 Shares 135 Est. Cost $35.48 Unrealized +144.4%
CMP COMPASS MINERALS INTL INC 0.0%
Value ($000) $13 Shares 218 Est. Cost $59.71 Unrealized -4.4%
AGNC AGNC INVT CORP COM 0.0%
Value ($000) $13 Shares 846 Est. Cost $20.09 Unrealized
MCO MOODYS CORP 0.0%
Value ($000) $13 Shares 45 Est. Cost $151.00 Unrealized +77.4%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $13 Shares 41 Est. Cost $209.99 Unrealized +53.9%
DGRO ISHARES CORE DIVIDEND 0.0%
Value ($000) $13 Shares 286 Est. Cost $38.46 Unrealized
SOUTH ST CORP 0.0%
Value ($000) $13 Shares 182 Est. Cost $49.45 Unrealized
SON SONOCO PRODUCTS CO 0.0%
Value ($000) $12 Shares 200 Est. Cost $26.95 Unrealized +73.3%
PHG KONINLIJKE PHILIPS N.V. 0.0%
Value ($000) $12 Shares 222 Est. Cost $30.32 Unrealized
JD JD COM INC SPON ADR 0.0%
Value ($000) $12 Shares 140 Est. Cost $78.57 Unrealized
TE CONNECTIVITY LTD 0.0%
Value ($000) $12 Shares 100 Est. Cost $70.17 Unrealized
FIS FIDELITY NATIONAL INFORMATION 0.0%
Value ($000) $12 Shares 85 Est. Cost $128.81 Unrealized -1.0%
ZTS ZOETIS INC 0.0%
Value ($000) $12 Shares 70 Est. Cost $131.13 Unrealized +18.5%
LNG CHENIERE ENERGY INC 0.0%
Value ($000) $12 Shares 203 Est. Cost $40.38 Unrealized +32.8%
HIG HARTFORD FINANCIAL SERVICES 0.0%
Value ($000) $12 Shares 240 Est. Cost $32.38 Unrealized +19.6%
NEW ORIENTAL ED 0.0%
Value ($000) $12 Shares 65 Est. Cost $153.85 Unrealized
SE SEA LTD 0.0%
Value ($000) $11 Shares 55 Est. Cost $145.45 Unrealized
CDK GLOBAL INC 0.0%
Value ($000) $11 Shares 204 Est. Cost $62.17 Unrealized
HOLLYFRONTIER CORP 0.0%
Value ($000) $11 Shares 455 Est. Cost $32.71 Unrealized
LW LAMB WESTON HLDGS INC COM 0.0%
Value ($000) $11 Shares 145 Est. Cost $57.12 Unrealized +17.2%
VLO VALERO ENERGY CORP NEW 0.0%
Value ($000) $11 Shares 197 Est. Cost $34.00 Unrealized +19.3%
ATO ATMOS ENERGY CORP 0.0%
Value ($000) $10 Shares 105 Est. Cost $32.69 Unrealized +159.1%
OMC OMNICOM GROUP INC 0.0%
Value ($000) $10 Shares 167 Est. Cost $54.64 Unrealized -13.0%
BTI BRITISH AMERICAN TOBACCO PLC 0.0%
Value ($000) $10 Shares 261 Est. Cost $62.64 Unrealized
EMB ISHARES JPMORGAN USD EMERG 0.0%
Value ($000) $10 Shares 89 Est. Cost $110.71 Unrealized
CIT GROUP INC NEW 0.0%
Value ($000) $10 Shares 283 Est. Cost $41.55 Unrealized
GM GENERAL MTRS CO 0.0%
Value ($000) $10 Shares 248 Est. Cost $27.69 Unrealized +35.4%
GLAXOSMITHKLINE PLC 0.0%
Value ($000) $10 Shares 261 Est. Cost $43.47 Unrealized
OTEX OPEN TEXT CORPORATION 0.0%
Value ($000) $10 Shares 228 Est. Cost $22.26 Unrealized +66.8%
MAT MATTEL INC 0.0%
Value ($000) $10 Shares 600 Est. Cost $35.37 Unrealized -58.3%
IEFA ISHARES CORE MSCI EAFE 0.0%
Value ($000) $10 Shares 151 Est. Cost $60.17 Unrealized
SYF SYNCHRONY FINL 0.0%
Value ($000) $9 Shares 264 Est. Cost $25.13 Unrealized +6.4%
IEMG ISHARES CORE MSCI EMERGING 0.0%
Value ($000) $9 Shares 147 Est. Cost $53.05 Unrealized
AEP AMERICAN ELECTRIC POWER INC 0.0%
Value ($000) $9 Shares 107 Est. Cost $45.38 Unrealized +58.7%
VIACOMCBS INC 0.0%
Value ($000) $9 Shares 250 Est. Cost $25.86 Unrealized
AFG AMERICAN FINANCIAL GROUP INC OH 0.0%
Value ($000) $9 Shares 100 Est. Cost $24.75 Unrealized +91.7%
PNW PINNACLE WEST CAPITAL CORP 0.0%
Value ($000) $9 Shares 113 Est. Cost $56.17 Unrealized +17.2%
BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $9 Shares 13,535 Est. Cost $3.49 Unrealized
COF CAPITAL ONE FINANCIAL CORP 0.0%
Value ($000) $9 Shares 87 Est. Cost $57.34 Unrealized +35.5%
IYZ ISHARES US TELECOMMUNICATIONS 0.0%
Value ($000) $9 Shares 300 Est. Cost $29.28 Unrealized
MARATHON OIL CORP 0.0%
Value ($000) $9 Shares 1,366 Est. Cost $28.67 Unrealized
ACACIA COMMUNICATIONS INC 0.0%
Value ($000) $9 Shares 129 Est. Cost $38.76 Unrealized
WDAY WORKDAY INC 0.0%
Value ($000) $9 Shares 39 Est. Cost $122.34 Unrealized +83.7%
CMI CUMMINS INC 0.0%
Value ($000) $9 Shares 40 Est. Cost $103.33 Unrealized +91.9%
CPIX CUMBERLAND PHARMACEUTICALS INC 0.0%
Value ($000) $9 Shares 3,052 Est. Cost $4.88 Unrealized -38.0%
CI CIGNA CORP 0.0%
Value ($000) $8 Shares 39 Est. Cost $190.77 Unrealized -5.9%
FLOT ISHARES FLOATING RATE BOND (MKT) 0.0%
Value ($000) $8 Shares 165 Est. Cost $48.48 Unrealized
HESS CORP 0.0%
Value ($000) $8 Shares 161 Est. Cost $73.74 Unrealized
IR INGERSOLL RAND INC 0.0%
Value ($000) $8 Shares 174 Est. Cost $31.60 Unrealized +30.3%
ANNALY CAPITAL MANAGEMENT INC 0.0%
Value ($000) $8 Shares 1,000 Est. Cost $8.37 Unrealized
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $8 Shares 150 Est. Cost $33.01 Unrealized +35.8%
VRSN VERISIGN INC 0.0%
Value ($000) $8 Shares 36 Est. Cost $114.83 Unrealized +76.7%
NOBL PROSHARES S&P 500 ARISTOCRATS 0.0%
Value ($000) $8 Shares 100 Est. Cost $70.00 Unrealized
PERSPECTA INC 0.0%
Value ($000) $8 Shares 346 Est. Cost $19.89 Unrealized
IP INTERNATIONAL PAPER CO 0.0%
Value ($000) $8 Shares 160 Est. Cost $27.08 Unrealized +32.4%
AMT AMERICAN TOWER CORP 0.0%
Value ($000) $7 Shares 30 Est. Cost $216.72 Unrealized -7.8%
FEDNAT HLDG CO 0.0%
Value ($000) $7 Shares 1,110 Est. Cost $6.31 Unrealized
DEM WISDOMTREE EMERGING MARKETS 0.0%
Value ($000) $7 Shares 162 Est. Cost $37.04 Unrealized
NOW SERVICENOW INC COM 0.0%
Value ($000) $7 Shares 13 Est. Cost $89.31 Unrealized +16.4%
AMLP ALERIAN MLP 0.0%
Value ($000) $7 Shares 260 Est. Cost $23.08 Unrealized
CRON CRONOS GROUP INC COM 0.0%
Value ($000) $7 Shares 1,000 Est. Cost $18.77 Unrealized -63.3%
CTAS CINTAS CORP 0.0%
Value ($000) $7 Shares 20 Est. Cost $72.90 Unrealized +13.3%
NI NISOURCE INC 0.0%
Value ($000) $7 Shares 300 Est. Cost $15.66 Unrealized +25.6%
TIFFANY & CO NEW 0.0%
Value ($000) $7 Shares 50 Est. Cost $73.27 Unrealized
SBSW SIBANYE STILLWATER LTD 0.0%
Value ($000) $7 Shares 416 Est. Cost $4.81 Unrealized
MTUM ISHARES EDGE MSCI USA 0.0%
Value ($000) $7 Shares 46 Est. Cost $130.43 Unrealized
BIO BIO-RAD LABORATORIES INC 0.0%
Value ($000) $6 Shares 10 Est. Cost $170.48 Unrealized +234.1%
SLF SUN LIFE FINANCIAL SERVICES INC 0.0%
Value ($000) $6 Shares 136 Est. Cost $34.17 Unrealized +26.8%
AEE AMEREN CORP 0.0%
Value ($000) $6 Shares 80 Est. Cost $67.00 Unrealized +2.8%
PLD PROLOGIS INC 0.0%
Value ($000) $6 Shares 64 Est. Cost $68.39 Unrealized +27.9%
APH AMPHENOL CORP NEW 0.0%
Value ($000) $6 Shares 45 Est. Cost $25.06 Unrealized +16.9%
ROST ROSS STORES INC 0.0%
Value ($000) $6 Shares 45 Est. Cost $85.60 Unrealized +15.8%
UNM UNUMPROVIDENT CORP 0.0%
Value ($000) $6 Shares 251 Est. Cost $34.83 Unrealized -40.6%
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $6 Shares 16 Est. Cost $35.92 Unrealized +30.0%
FCPT FOUR CORNERS PPTY TR INC 0.0%
Value ($000) $6 Shares 199 Est. Cost $21.79 Unrealized
QUAL ISHARES EDGE MSCI USA QUALITY 0.0%
Value ($000) $6 Shares 52 Est. Cost $96.15 Unrealized
NORDSTROM INC 0.0%
Value ($000) $6 Shares 190 Est. Cost $50.56 Unrealized
NIKOLA CORP 0.0%
Value ($000) $6 Shares 387 Est. Cost $20.67 Unrealized
FLEETCOR TECHNOLOGIES INC 0.0%
Value ($000) $6 Shares 21 Est. Cost $190.48 Unrealized
CME CME GROUP INC 0.0%
Value ($000) $6 Shares 34 Est. Cost $77.71 Unrealized +78.1%
FTV FORTIVE CORP COM 0.0%
Value ($000) $6 Shares 90 Est. Cost $44.58 Unrealized +12.9%
CC CHEMOURS CO 0.0%
Value ($000) $6 Shares 246 Est. Cost $15.09 Unrealized +31.3%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS 0.0%
Value ($000) $6 Shares 70 Est. Cost $69.81 Unrealized +0.8%
BTG B2GOLD CORP 0.0%
Value ($000) $6 Shares 1,000 Est. Cost $2.36 Unrealized +110.3%
NDAQ NASDAQ INC 0.0%
Value ($000) $5 Shares 35 Est. Cost $27.51 Unrealized +43.4%
CANOPY GROWTH CORP COM 0.0%
Value ($000) $5 Shares 200 Est. Cost $42.03 Unrealized
CCI CROWN CASTLE INTL CORP 0.0%
Value ($000) $5 Shares 32 Est. Cost $96.59 Unrealized +32.3%
MICRO FOCUS INTERNATIONAL 0.0%
Value ($000) $5 Shares 914 Est. Cost $13.13 Unrealized
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $5 Shares 22 Est. Cost $152.60 Unrealized +18.5%
BROOKFIELD PPTY PARTNERS L P 0.0%
Value ($000) $5 Shares 376 Est. Cost $21.28 Unrealized
HYLS FIRST TRUST TACTICAL HIGH 0.0%
Value ($000) $5 Shares 96 Est. Cost $41.67 Unrealized
ESGD ISHARES ESG MSCI EAFE ETF 0.0%
Value ($000) $5 Shares 72 Est. Cost $69.44 Unrealized
TEVA TEVA PHARMACEUTICAL INDS 0.0%
Value ($000) $5 Shares 519 Est. Cost $23.63 Unrealized
KGC KINROSS GOLD CORP 0.0%
Value ($000) $5 Shares 670 Est. Cost $4.34 Unrealized +83.8%
VCLT VANGUARD LONG-TERM CORP BOND IDX 0.0%
Value ($000) $5 Shares 46 Est. Cost $89.87 Unrealized
INTERPUBLIC GROUP COS INC 0.0%
Value ($000) $5 Shares 205 Est. Cost $16.23 Unrealized +6.6%
PEG PUBLIC SERVICE ENTERPRISE GROUP 0.0%
Value ($000) $5 Shares 87 Est. Cost $21.50 Unrealized +127.5%
AWK AMERICAN WATER WORKS CO INC 0.0%
Value ($000) $5 Shares 35 Est. Cost $127.84 Unrealized +9.0%
FXI ISHARES CHINA LARGE-CAP (MKT) 0.0%
Value ($000) $5 Shares 100 Est. Cost $40.00 Unrealized
FNF FIDELITY NATIONAL FINANCIAL INC 0.0%
Value ($000) $4 Shares 100 Est. Cost $20.77 Unrealized +27.9%
PHYSICIANS RLTY TR 0.0%
Value ($000) $4 Shares 225 Est. Cost $17.78 Unrealized
ERIC ERICSSON (LM) TELEPHONE CO 0.0%
Value ($000) $4 Shares 334 Est. Cost $5.99 Unrealized
GAMCO 0.0%
Value ($000) $4 Shares 1,000 Est. Cost $6.00 Unrealized
CEDAR FAIR L P 0.0%
Value ($000) $4 Shares 113 Est. Cost $44.25 Unrealized
LITE LUMENTUM HLDGS INC 0.0%
Value ($000) $4 Shares 44 Est. Cost $49.24 Unrealized +75.1%
SA SEABRIDGE GOLD INC COM 0.0%
Value ($000) $4 Shares 200 Est. Cost $11.08 Unrealized +74.7%
SVC SERVICE PPTYS TR COM 0.0%
Value ($000) $4 Shares 383 Est. Cost $26.11 Unrealized
XLRE THE REAL ESTATE SLECT SECTOR 0.0%
Value ($000) $4 Shares 102 Est. Cost $32.78 Unrealized
THOMSON REUTERS CORP 0.0%
Value ($000) $4 Shares 44 Est. Cost $68.18 Unrealized
BIGGQ BIG LOTS INC 0.0%
Value ($000) $4 Shares 82 Est. Cost $26.75 Unrealized +64.1%
EWJ ISHARES MSCI JAPAN ETF 0.0%
Value ($000) $3 Shares 43 Est. Cost $52.41 Unrealized
STEELCASE INC 0.0%
Value ($000) $3 Shares 200 Est. Cost $15.00 Unrealized
ING ING GROEP N.V. 0.0%
Value ($000) $3 Shares 266 Est. Cost $15.66 Unrealized
HILL-ROM HOLDINGS INC 0.0%
Value ($000) $3 Shares 30 Est. Cost $100.00 Unrealized
EXC EXELON CORP 0.0%
Value ($000) $3 Shares 78 Est. Cost $13.53 Unrealized +81.9%
SCHB SCHWAB U.S. BROAD MARKET ETF 0.0%
Value ($000) $3 Shares 36 Est. Cost $83.33 Unrealized
WAB WABTEC 0.0%
Value ($000) $3 Shares 39 Est. Cost $68.33 Unrealized -2.8%
FE FIRSTENERGY CORP 0.0%
Value ($000) $3 Shares 100 Est. Cost $25.61 Unrealized -5.3%
SANDSTORM GOLD LTD COM 0.0%
Value ($000) $3 Shares 400 Est. Cost $5.00 Unrealized
FNV FRANCO NEVADA CORP 0.0%
Value ($000) $3 Shares 25 Est. Cost $74.02 Unrealized +74.0%
SPMD SPDR PORTFOLIO S&P 400 MID CAP 0.0%
Value ($000) $3 Shares 70 Est. Cost $42.86 Unrealized
SPTL SPDR PORTFOLIO LONG 0.0%
Value ($000) $3 Shares 66 Est. Cost $45.45 Unrealized
LULU LULULEMON ATHLETICA INC 0.0%
Value ($000) $3 Shares 8 Est. Cost $347.27 Unrealized 0.0%
IJT ISHARES S&P SMALL-CAP 600 GROWTH 0.0%
Value ($000) $3 Shares 24 Est. Cost $134.57 Unrealized
GEN NORTONLIFELOCK INC 0.0%
Value ($000) $3 Shares 145 Est. Cost $15.63 Unrealized +15.9%
MKC MCCORMICK & CO INC 0.0%
Value ($000) $3 Shares 32 Est. Cost $69.22 Unrealized +22.5%
IYE ISHARES US ENERGY (MKT) 0.0%
Value ($000) $3 Shares 142 Est. Cost $25.62 Unrealized
CDE COEUR MINING INC 0.0%
Value ($000) $3 Shares 250 Est. Cost $7.84 Unrealized +4.7%
MSM MSC INDUSTRIAL DIRECT INC 0.0%
Value ($000) $2 Shares 18 Est. Cost $72.69 Unrealized +6.2%
M MACY'S INC 0.0%
Value ($000) $2 Shares 178 Est. Cost $34.72 Unrealized -75.4%
GORO GOLD RESOURCE CORP 0.0%
Value ($000) $2 Shares 600 Est. Cost $3.91 Unrealized -20.6%
FEMB FIRST TR EXCH TRADED FD 0.0%
Value ($000) $2 Shares 60 Est. Cost $33.33 Unrealized
GOLDEN STAR RED LTD CDA 0.0%
Value ($000) $2 Shares 500 Est. Cost $4.00 Unrealized
F FORD MOTOR COMPANY 0.0%
Value ($000) $2 Shares 214 Est. Cost $7.10 Unrealized -10.6%
WB WEIBO CORP SPONSORED ADR 0.0%
Value ($000) $2 Shares 55 Est. Cost $36.36 Unrealized
MGA MAGNA INTERNATIONAL INC 0.0%
Value ($000) $2 Shares 25 Est. Cost $29.77 Unrealized +68.0%
OSISKO GOLD ROYALTIES LTD 0.0%
Value ($000) $2 Shares 150 Est. Cost $13.33 Unrealized
USIG ISHARES U.S. CREDIT BOND ETF 0.0%
Value ($000) $2 Shares 40 Est. Cost $50.00 Unrealized
SUSC ISHARES TR ESG AWRE 0.0%
Value ($000) $2 Shares 84 Est. Cost $23.81 Unrealized
OPLN KAR AUCTION SVCS INC COM 0.0%
Value ($000) $2 Shares 100 Est. Cost $17.90 Unrealized -3.6%
KAI KADANT INC 0.0%
Value ($000) $2 Shares 11 Est. Cost $33.60 Unrealized +268.9%
KEY KEYCORP NEW DEP SHS 0.0%
Value ($000) $2 Shares 143 Est. Cost $12.27 Unrealized -7.3%
EQT EQT CORPORATION 0.0%
Value ($000) $2 Shares 148 Est. Cost $34.21 Unrealized -60.4%
TPR TAPESTRY INC COM 0.0%
Value ($000) $2 Shares 61 Est. Cost $26.16 Unrealized -14.5%
KSS KOHLS CORP 0.0%
Value ($000) $2 Shares 38 Est. Cost $46.93 Unrealized -38.0%
HL HECLA MINING CO. 0.0%
Value ($000) $2 Shares 310 Est. Cost $2.94 Unrealized +76.4%
HP HELMERICH & PAYNE INC 0.0%
Value ($000) $2 Shares 112 Est. Cost $57.38 Unrealized -66.2%
EIX EDISON INTERNATIONAL 0.0%
Value ($000) $2 Shares 32 Est. Cost $42.16 Unrealized +13.4%
VISTA OUTDOOR INC COM 0.0%
Value ($000) $2 Shares 92 Est. Cost $21.74 Unrealized
REZI RESIDEO TECHNOLOGIES INC COM 0.0%
Value ($000) $2 Shares 112 Est. Cost $18.67 Unrealized -14.3%
ROCKWELL MED INC 0.0%
Value ($000) $2 Shares 2,098 Est. Cost $7.60 Unrealized
ACA ARCOSA INC 0.0%
Value ($000) $2 Shares 36 Est. Cost $26.73 Unrealized +87.9%
VGK VANGUARD EUROPEAN STOCK INDEX 0.0%
Value ($000) $2 Shares 37 Est. Cost $48.76 Unrealized
PCG PG&E CORP 0.0%
Value ($000) $1 Shares 100 Est. Cost $49.35 Unrealized -77.3%
APACHE CORP 0.0%
Value ($000) $1 Shares 100 Est. Cost $10.00 Unrealized
TBT PROSHARES ULTRASHORT 20 YEAR 0.0%
Value ($000) $1 Shares 75 Est. Cost $40.00 Unrealized
PCY INVESCO EMRNG MKT SVRG DEBT 0.0%
Value ($000) $1 Shares 44 Est. Cost $22.73 Unrealized
VNT VONTIER CORPORATION 0.0%
Value ($000) $1 Shares 36 Est. Cost $31.19 Unrealized 0.0%
NGD NEW GOLD INC 0.0%
Value ($000) $1 Shares 600 Est. Cost $3.36 Unrealized -39.4%
NRG NRG ENERGY INC 0.0%
Value ($000) $1 Shares 34 Est. Cost $13.16 Unrealized +115.4%
KMX CARMAX INC 0.0%
Value ($000) $1 Shares 11 Est. Cost $64.30 Unrealized +45.8%
AXS AXIS CAPITAL HOLDINGS LTD 0.0%
Value ($000) $1 Shares 27 Est. Cost $46.61 Unrealized -9.4%
ADNT ADIENT PLC ORD SHS 0.0%
Value ($000) $1 Shares 32 Est. Cost $64.14 Unrealized -56.0%
PNR PENTAIR PLC 0.0%
Value ($000) $1 Shares 20 Est. Cost $41.76 Unrealized +14.9%
DOC HEALTHPEAK PPTYS INC COM 0.0%
Value ($000) $1 Shares 45 Est. Cost $23.91 Unrealized -6.9%
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value ($000) $1 Shares 116 Est. Cost $7.33 Unrealized +22.9%
BHF BRIGHTHOUSE FINL INC 0.0%
Value ($000) $1 Shares 38 Est. Cost $50.71 Unrealized -33.8%
IAG IAMGOLD CORP 0.0%
Value ($000) $1 Shares 350 Est. Cost $5.71 Unrealized -35.7%
LEN/B LENNAR CORP 0.0%
Value ($000) $0 Shares 1 Est. Cost $41.52 Unrealized +30.7%
TURQUOISE HILL RES LTD 0.0%
Value ($000) $0 Shares 75 Est. Cost Unrealized
BCRX BIOCRYST PHARMACEUTICALS 0.0%
Value ($000) $0 Shares 50 Est. Cost $6.33 Unrealized -18.6%
BLACKROCK CORPOR HI YLD FD INC 0.0%
Value ($000) $0 Shares 61 Est. Cost $16.39 Unrealized
TRGP TARGA RES CORP 0.0%
Value ($000) $0 Shares 28 Est. Cost $34.00 Unrealized -43.4%
NVT NVENT ELECTRIC PLC 0.0%
Value ($000) $0 Shares 20 Est. Cost $22.23 Unrealized -13.0%
SJM SMUCKER J M CO 0.0%
Value ($000) $0 Shares 2 Est. Cost $100.57 Unrealized -2.4%
CONTANGO OIL & GAS CO 0.0%
Value ($000) $0 Shares 400 Est. Cost Unrealized
CONTURA ENERGY INC 0.0%
Value ($000) $0 Shares 24 Est. Cost $83.33 Unrealized
CX CEMEX SAB DE C.V. 0.0%
Value ($000) $0 Shares 32 Est. Cost Unrealized
SABR SABRE CORP 0.0%
Value ($000) $0 Shares 72 Est. Cost $22.31 Unrealized -58.5%
BRSL INTERNATIONAL GAME TECH 0.0%
Value ($000) $0 Shares 1 Est. Cost $10.73 Unrealized -19.4%
CLH CLEAN HARBORS INC 0.0%
Value ($000) $0 Shares 12 Est. Cost $81.27 Unrealized -17.5%
FOXA FOX CORP 0.0%
Value ($000) $0 Shares 5 Est. Cost $35.41 Unrealized -26.1%
IBB ISHARES NASDAQ BIOTECHNOLOGY 0.0%
Value ($000) $0 Shares 1 Est. Cost $107.93 Unrealized
TAP MOLSON COORS BREWING CO 0.0%
Value ($000) $0 Shares 13 Est. Cost $53.42 Unrealized -32.8%
NATIONAL OILWELL VARCO INC 0.0%
Value ($000) $0 Shares 44 Est. Cost $32.99 Unrealized
NTR NUTRIEN LTD COM 0.0%
Value ($000) $0 Shares 11 Est. Cost $40.67 Unrealized -7.3%
YRD YIREN DIGITAL LTD 0.0%
Value ($000) $0 Shares 160 Est. Cost Unrealized
XRX XEROX HOLDINGS CORP 0.0%
Value ($000) $0 Shares 25 Est. Cost $21.15 Unrealized 0.0%
WT WISDOMTREE INVTS INC 0.0%
Value ($000) $0 Shares 71 Est. Cost $10.42 Unrealized -58.7%
WHITING PETROLEUM CORPORATION 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
CNDT CONDUENT INC COM 0.0%
Value ($000) $0 Shares 20 Est. Cost $4.17 Unrealized 0.0%
MAGELLAN MIDSTREAM PARTNERS L P 0.0%
Value ($000) $0 Shares 5 Est. Cost Unrealized
ASIX ADVANSIX INC COM 0.0%
Value ($000) $0 Shares 17 Est. Cost $15.66 Unrealized 0.0%
AMERICAN INTERNATIONAL GROUP 0.0%
Value ($000) $0 Shares 6 Est. Cost Unrealized
EQUITRANS MIDSTREAM CORPORATIO 0.0%
Value ($000) $0 Shares 118 Est. Cost $16.95 Unrealized
AVNS AVANOS MED INC COM 0.0%
Value ($000) $0 Shares 9 Est. Cost $64.35 Unrealized -35.3%