Oakworth Capital, Inc. Diversified Active

CIK: 0001588871 · Show all filings

Period: Q2 2021 (← Previous) (Next →)

Filing Date: Jul 20, 2021

Total Value ($000): $1,003,417 (100.0% shares, 0.0% debt)

Holdings (589)

IWF ISHARES RUSSELL 1000 GROWTH 14.4%
Value ($000) $144,022 Shares 530,508 Est. Cost $134.39 Unrealized
IWD ISHARES RUSSELL 1000 VALUE (MKT) 11.5%
Value ($000) $115,838 Shares 730,285 Est. Cost $118.98 Unrealized
IWR ISHARES RUSSELL MID-CAP (MKT) 9.3%
Value ($000) $93,781 Shares 1,183,500 Est. Cost $65.86 Unrealized
OEF ISHARES S&P 100 (MKT) 6.4%
Value ($000) $64,040 Shares 326,437 Est. Cost $105.03 Unrealized
VCSH VANGUARD SHORT-TERM CORP BD IDX 6.2%
Value ($000) $62,130 Shares 751,179 Est. Cost $81.65 Unrealized
IWM ISHARES RUSSELL 2000 (MKT) 4.8%
Value ($000) $47,965 Shares 209,116 Est. Cost $198.40 Unrealized
AAPL APPLE INC 4.5%
Value ($000) $44,670 Shares 326,150 Est. Cost $88.25 Unrealized +43.3%
GOOG ALPHABET INC 3.5%
Value ($000) $34,928 Shares 13,936 Est. Cost $43.77 Unrealized +170.2%
VWO VANGUARD EMERGING MARKETS STOCK 3.3%
Value ($000) $32,811 Shares 604,144 Est. Cost $53.43 Unrealized
JPM JP MORGAN CHASE & CO 2.8%
Value ($000) $27,806 Shares 178,773 Est. Cost $68.99 Unrealized +102.6%
IYH ISHARES US HEALTHCARE (MKT) 2.2%
Value ($000) $22,001 Shares 80,635 Est. Cost $175.76 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDRR 2.2%
Value ($000) $21,795 Shares 147,601 Est. Cost $55.03 Unrealized
XLY CONSUMER DISCRET SELECT SECTOR 2.1%
Value ($000) $21,325 Shares 119,434 Est. Cost $160.18 Unrealized
QCOM QUALCOMM INC 1.9%
Value ($000) $18,724 Shares 131,005 Est. Cost $123.63 Unrealized -1.2%
WMT WALMART INC 1.8%
Value ($000) $18,495 Shares 131,149 Est. Cost $42.25 Unrealized +3.7%
SPY SPDR S&P 500 (MKT) 1.8%
Value ($000) $18,254 Shares 42,644 Est. Cost $256.31 Unrealized
XLB MATERIALS SELECT SECTOR SPDR 1.8%
Value ($000) $17,619 Shares 214,057 Est. Cost $74.06 Unrealized
GLD SPDR GOLD SHARES (MKT) 1.6%
Value ($000) $15,811 Shares 95,464 Est. Cost $151.86 Unrealized
XLP CONSUMER STAPLES SELECT SECTOR 1.5%
Value ($000) $14,711 Shares 210,249 Est. Cost $54.18 Unrealized
MSFT MICROSOFT CORP 1.3%
Value ($000) $13,174 Shares 48,631 Est. Cost $59.79 Unrealized +309.3%
AMZN AMAZON COM INC 0.6%
Value ($000) $5,670 Shares 1,648 Est. Cost $75.33 Unrealized +120.6%
VTEB VANGUARD TAX-EXEMPT BOND ETF 0.4%
Value ($000) $3,605 Shares 65,186 Est. Cost $54.14 Unrealized
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $3,293 Shares 19,989 Est. Cost $89.45 Unrealized +62.0%
KO COCA COLA CO 0.3%
Value ($000) $3,210 Shares 59,325 Est. Cost $35.18 Unrealized +34.4%
PFE PFIZER INC 0.3%
Value ($000) $3,137 Shares 80,104 Est. Cost $19.81 Unrealized +56.5%
IVV ISHARES CORE S&P 500 (MKT) 0.3%
Value ($000) $2,834 Shares 6,591 Est. Cost $261.70 Unrealized
UNP UNION PACIFIC CORP 0.3%
Value ($000) $2,701 Shares 12,282 Est. Cost $97.41 Unrealized +105.7%
DIS DISNEY WALT CO 0.2%
Value ($000) $2,485 Shares 14,137 Est. Cost $100.61 Unrealized +74.6%
HD HOME DEPOT INC 0.2%
Value ($000) $2,317 Shares 7,266 Est. Cost $124.25 Unrealized +128.4%
GL GLOBE LIFE INC 0.2%
Value ($000) $2,306 Shares 24,210 Est. Cost $84.86 Unrealized +16.1%
NEE NEXTERA ENERGY INC 0.2%
Value ($000) $2,270 Shares 30,986 Est. Cost $58.95 Unrealized +12.8%
SO SOUTHERN CO 0.2%
Value ($000) $2,212 Shares 36,555 Est. Cost $36.70 Unrealized +46.5%
BRK/B BERKSHIRE HATHAWAY INC 0.2%
Value ($000) $2,056 Shares 7,401 Est. Cost $190.18 Unrealized +46.9%
CSCO CISCO SYSTEMS INC 0.2%
Value ($000) $2,005 Shares 37,823 Est. Cost $27.34 Unrealized +67.7%
V VISA INC 0.2%
Value ($000) $1,977 Shares 8,453 Est. Cost $122.71 Unrealized +80.1%
IJH ISHARES CORE S&P MID-CAP (MKT) 0.2%
Value ($000) $1,972 Shares 7,341 Est. Cost $182.61 Unrealized
INTC INTEL CORP 0.2%
Value ($000) $1,908 Shares 33,979 Est. Cost $32.56 Unrealized +64.5%
GOOGL ALPHABET INC 0.2%
Value ($000) $1,876 Shares 768 Est. Cost $56.30 Unrealized +105.9%
NVDA NVIDIA CORP 0.2%
Value ($000) $1,848 Shares 2,310 Est. Cost $5.65 Unrealized +183.0%
PG PROCTER & GAMBLE CO 0.2%
Value ($000) $1,828 Shares 13,551 Est. Cost $75.12 Unrealized +60.7%
MMM 3M CO 0.2%
Value ($000) $1,610 Shares 8,109 Est. Cost $102.56 Unrealized +36.9%
XOM EXXON MOBIL CORP 0.2%
Value ($000) $1,588 Shares 25,172 Est. Cost $38.71 Unrealized +29.3%
MRK MERCK & CO INC 0.2%
Value ($000) $1,584 Shares 20,366 Est. Cost $45.61 Unrealized +40.6%
GPN GLOBAL PAYMENTS INC 0.2%
Value ($000) $1,583 Shares 8,443 Est. Cost $155.39 Unrealized +24.1%
SYK STRYKER CORP 0.2%
Value ($000) $1,542 Shares 5,939 Est. Cost $91.71 Unrealized +165.5%
CVX CHEVRON CORP NEW 0.1%
Value ($000) $1,475 Shares 14,078 Est. Cost $71.51 Unrealized +21.8%
SFBS SERVISFIRST BANCSHARES INC 0.1%
Value ($000) $1,391 Shares 20,465 Est. Cost $28.48 Unrealized +115.1%
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $1,379 Shares 3,442 Est. Cost $142.41 Unrealized +159.1%
PEP PEPSICO INC 0.1%
Value ($000) $1,374 Shares 9,272 Est. Cost $77.29 Unrealized +63.2%
T AT&T INC 0.1%
Value ($000) $1,363 Shares 47,356 Est. Cost $15.44 Unrealized +10.0%
MAA MID-AMERICA APARTMENT 0.1%
Value ($000) $1,343 Shares 7,975 Est. Cost $52.18 Unrealized +160.3%
ORCL ORACLE CORP 0.1%
Value ($000) $1,334 Shares 17,130 Est. Cost $38.40 Unrealized +91.7%
ABBV ABBVIE INC SR NT 0.1%
Value ($000) $1,291 Shares 11,464 Est. Cost $51.51 Unrealized +84.0%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $1,214 Shares 3,207 Est. Cost $152.49 Unrealized +122.0%
IJR ISHARES CORE S&P SMALL-CAP (MKT) 0.1%
Value ($000) $1,214 Shares 10,748 Est. Cost $88.98 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $1,163 Shares 2,305 Est. Cost $232.63 Unrealized +100.3%
RF REGIONS FINANCIAL CORP NEW 0.1%
Value ($000) $1,155 Shares 57,201 Est. Cost $10.73 Unrealized +66.5%
BAC BANK OF AMERICA CORP 0.1%
Value ($000) $1,139 Shares 27,633 Est. Cost $22.57 Unrealized +62.0%
MU MICRON TECHNOLOGY INC 0.1%
Value ($000) $1,100 Shares 12,944 Est. Cost $33.75 Unrealized +144.0%
LOW LOWES COMPANIES INC 0.1%
Value ($000) $1,096 Shares 5,651 Est. Cost $79.86 Unrealized +124.8%
FANG DIAMONDBACK ENERGY INC 0.1%
Value ($000) $1,076 Shares 11,465 Est. Cost $78.63 Unrealized -14.4%
ABT ABBOTT LABORATORIES 0.1%
Value ($000) $1,075 Shares 9,273 Est. Cost $50.83 Unrealized +111.0%
DUK DUKE ENERGY CORP 0.1%
Value ($000) $1,050 Shares 10,628 Est. Cost $60.76 Unrealized +38.0%
MCD MCDONALDS CORP 0.1%
Value ($000) $1,025 Shares 4,437 Est. Cost $107.36 Unrealized +94.9%
TPL TEXAS PACIFIC LAND CORPORATION 0.1%
Value ($000) $1,024 Shares 640 Est. Cost $117.17 Unrealized +40.1%
DG DOLLAR GENERAL CORP 0.1%
Value ($000) $1,005 Shares 4,643 Est. Cost $102.93 Unrealized +90.0%
LLY ELI LILLY & CO 0.1%
Value ($000) $940 Shares 4,097 Est. Cost $74.75 Unrealized +156.7%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $930 Shares 16,601 Est. Cost $32.74 Unrealized +32.6%
META FACEBOOK INC 0.1%
Value ($000) $926 Shares 2,663 Est. Cost $218.88 Unrealized +45.6%
MA MASTERCARD INC 0.1%
Value ($000) $912 Shares 2,497 Est. Cost $175.51 Unrealized +106.4%
UPS UNITED PARCEL SERVICE 0.1%
Value ($000) $884 Shares 4,250 Est. Cost $84.25 Unrealized +94.8%
VMC VULCAN MATERIALS CO 0.1%
Value ($000) $848 Shares 4,869 Est. Cost $104.44 Unrealized +64.9%
BAX BAXTER INTERNATIONAL INC 0.1%
Value ($000) $833 Shares 10,347 Est. Cost $35.59 Unrealized +112.7%
PYPL PAYPAL HLDGS INC 0.1%
Value ($000) $828 Shares 2,839 Est. Cost $84.09 Unrealized +213.4%
ALEXION PHARMACEUTICALS INC 0.1%
Value ($000) $825 Shares 4,491 Est. Cost $144.43 Unrealized
CSX CSX CORP 0.1%
Value ($000) $809 Shares 25,227 Est. Cost $24.30 Unrealized +27.4%
LAM RESEARCH CORP 0.1%
Value ($000) $769 Shares 1,181 Est. Cost $129.49 Unrealized
HON HONEYWELL INTERNATIONAL INC 0.1%
Value ($000) $769 Shares 3,503 Est. Cost $133.99 Unrealized +43.4%
COST COSTCO WHOLESALE CORP NEW 0.1%
Value ($000) $765 Shares 1,934 Est. Cost $234.52 Unrealized +53.1%
IVW ISHARES S&P 500 GROWTH (MKT) 0.1%
Value ($000) $747 Shares 10,270 Est. Cost $78.75 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $740 Shares 11,075 Est. Cost $45.73 Unrealized +17.8%
AVGO BROADCOM INC COM 0.1%
Value ($000) $722 Shares 1,515 Est. Cost $24.96 Unrealized +68.5%
XLU UTILITIES SELECT SECTOR SPDRR 0.1%
Value ($000) $721 Shares 11,395 Est. Cost $59.49 Unrealized
PM PHILIP MORRIS INTERNATIONAL INC 0.1%
Value ($000) $712 Shares 7,182 Est. Cost $60.22 Unrealized +26.9%
BA BOEING CO 0.1%
Value ($000) $702 Shares 2,930 Est. Cost $301.25 Unrealized -19.7%
VV VANGUARD LARGE CAP ETF (MKT) 0.1%
Value ($000) $692 Shares 3,447 Est. Cost $95.25 Unrealized
IJK ISHARES S&P MIDCAP 400 GROWTH 0.1%
Value ($000) $675 Shares 8,335 Est. Cost $98.10 Unrealized
BLACKROCK INC 0.1%
Value ($000) $663 Shares 758 Est. Cost $468.31 Unrealized
TJX TJX COS INC NEW 0.1%
Value ($000) $658 Shares 9,755 Est. Cost $40.57 Unrealized +56.9%
JOE ST JOE CO 0.1%
Value ($000) $655 Shares 14,691 Est. Cost $15.81 Unrealized +185.1%
RTX RAYTHEON TECHNOLOGIES CORP 0.1%
Value ($000) $652 Shares 7,652 Est. Cost $58.12 Unrealized +30.3%
MDT MEDTRONIC PLC 0.1%
Value ($000) $647 Shares 5,215 Est. Cost $84.37 Unrealized +29.8%
DE DEERE & CO 0.1%
Value ($000) $639 Shares 1,813 Est. Cost $125.36 Unrealized +173.5%
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $612 Shares 3,704 Est. Cost $63.54 Unrealized +132.7%
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $578 Shares 1,522 Est. Cost $211.78 Unrealized +50.8%
NSC NORFOLK SOUTHERN CORP 0.1%
Value ($000) $555 Shares 2,088 Est. Cost $109.20 Unrealized +129.2%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.1%
Value ($000) $537 Shares 2,411 Est. Cost $117.28 Unrealized
HSY HERSHEY CO 0.1%
Value ($000) $523 Shares 3,000 Est. Cost $75.57 Unrealized +99.4%
MO ALTRIA GROUP INC 0.1%
Value ($000) $521 Shares 10,927 Est. Cost $27.66 Unrealized +22.8%
QQQ INVESCO QQQ TR 0.1%
Value ($000) $516 Shares 1,455 Est. Cost $181.15 Unrealized
SAM BOSTON BEER INC CL A 0.1%
Value ($000) $510 Shares 500 Est. Cost $279.65 Unrealized +301.3%
OXY OCCIDENTAL PETROLEUM CORP 0.1%
Value ($000) $505 Shares 16,151 Est. Cost $18.83 Unrealized +34.3%
TSLA TESLA INC 0.1%
Value ($000) $504 Shares 741 Est. Cost $102.97 Unrealized +110.8%
SLV ISHARES SILVER TRUST (MKT) 0.0%
Value ($000) $471 Shares 19,460 Est. Cost $23.06 Unrealized
ADP AUTOMATIC DATA PROCESSING INC 0.0%
Value ($000) $470 Shares 2,368 Est. Cost $92.66 Unrealized +90.2%
INTU INTUIT 0.0%
Value ($000) $470 Shares 960 Est. Cost $207.60 Unrealized +103.0%
SBUX STARBUCKS CORP 0.0%
Value ($000) $463 Shares 4,143 Est. Cost $55.85 Unrealized +82.0%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $450 Shares 2,393 Est. Cost $91.36 Unrealized +87.0%
HLT HILTON WORLDWIDE HLDGS INC 0.0%
Value ($000) $445 Shares 3,693 Est. Cost $74.79 Unrealized +64.9%
HUM HUMANA INC 0.0%
Value ($000) $443 Shares 1,000 Est. Cost $88.83 Unrealized +370.6%
KMB KIMBERLY CLARK CORP 0.0%
Value ($000) $438 Shares 3,279 Est. Cost $78.09 Unrealized +43.9%
FCN FTI CONSULTING INC 0.0%
Value ($000) $434 Shares 3,176 Est. Cost $120.81 Unrealized +16.5%
ADSK AUTODESK INC 0.0%
Value ($000) $422 Shares 1,449 Est. Cost $139.60 Unrealized +104.3%
BRK/A BERKSHIRE HATHAWAY INC 0.0%
Value ($000) $419 Shares 1 Est. Cost $201277.39 Unrealized +108.8%
APD AIR PRODUCTS & CHEMICALS INC 0.0%
Value ($000) $418 Shares 1,453 Est. Cost $121.17 Unrealized +115.2%
VO VANGUARD MID-CAP ETF (MKT) 0.0%
Value ($000) $415 Shares 1,749 Est. Cost $121.41 Unrealized
NVS NOVARTIS AG 0.0%
Value ($000) $412 Shares 4,521 Est. Cost $84.00 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.0%
Value ($000) $408 Shares 2,783 Est. Cost $94.75 Unrealized +19.7%
WPC W P CAREY INC 0.0%
Value ($000) $403 Shares 5,401 Est. Cost $69.91 Unrealized
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $398 Shares 3,840 Est. Cost $60.31 Unrealized +56.3%
MAR MARRIOTT INTERNATIONAL INC NEW 0.0%
Value ($000) $392 Shares 2,868 Est. Cost $83.76 Unrealized +66.0%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $391 Shares 2,273 Est. Cost $38.86 Unrealized +280.0%
AMGN AMGEN INC 0.0%
Value ($000) $390 Shares 1,600 Est. Cost $181.70 Unrealized +16.9%
LEG LEGGETT & PLATT INC 0.0%
Value ($000) $389 Shares 7,500 Est. Cost $34.31 Unrealized +51.7%
WM WASTE MANAGEMENT INC 0.0%
Value ($000) $383 Shares 2,733 Est. Cost $60.70 Unrealized +111.8%
PAYX PAYCHEX INC 0.0%
Value ($000) $382 Shares 3,559 Est. Cost $41.07 Unrealized +115.0%
C CITIGROUP INC 0.0%
Value ($000) $378 Shares 5,338 Est. Cost $47.72 Unrealized +31.4%
ITOT ISHARES CORE S&P TOTAL US STOCK 0.0%
Value ($000) $375 Shares 3,802 Est. Cost $81.21 Unrealized
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $374 Shares 5,428 Est. Cost $54.87 Unrealized +1.8%
GIS GENERAL MILLS INC 0.0%
Value ($000) $364 Shares 5,976 Est. Cost $37.65 Unrealized +40.5%
CRM SALESFORCE.COM INC 0.0%
Value ($000) $358 Shares 1,466 Est. Cost $165.58 Unrealized +37.5%
ITW ILLINOIS TOOL WORKS INC 0.0%
Value ($000) $357 Shares 1,597 Est. Cost $81.40 Unrealized +151.9%
MPC MARATHON PETE CORP 0.0%
Value ($000) $354 Shares 5,864 Est. Cost $36.76 Unrealized +42.2%
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $344 Shares 9,271 Est. Cost $19.45 Unrealized +87.8%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $341 Shares 1,404 Est. Cost $133.41 Unrealized +66.5%
SYY SYSCO CORP 0.0%
Value ($000) $338 Shares 4,340 Est. Cost $42.55 Unrealized +67.6%
DVY ISHARES SELECT DIVIDEND (MKT) 0.0%
Value ($000) $337 Shares 2,888 Est. Cost $78.90 Unrealized
EFG ISHARES MSCI EAFE GROWTH (MKT) 0.0%
Value ($000) $324 Shares 3,022 Est. Cost $67.09 Unrealized
CVS CVS HEALTH CORPORATION 0.0%
Value ($000) $314 Shares 3,767 Est. Cost $57.72 Unrealized +22.1%
TXN TEXAS INSTRUMENTS INC 0.0%
Value ($000) $303 Shares 1,577 Est. Cost $54.25 Unrealized +202.7%
IWO ISHARES RUSSELL 2000 GROWTH 0.0%
Value ($000) $300 Shares 963 Est. Cost $137.21 Unrealized
VB VANGUARD SMALL CAP ETF (MKT) 0.0%
Value ($000) $298 Shares 1,321 Est. Cost $117.46 Unrealized
TFC TRUIST FINL CORP 0.0%
Value ($000) $294 Shares 5,297 Est. Cost $36.25 Unrealized +29.8%
MGC VANGUARD MEGA CAP INDEX 0.0%
Value ($000) $288 Shares 1,891 Est. Cost $92.67 Unrealized
VUG VANGUARD GROWTH ETF (MKT) 0.0%
Value ($000) $286 Shares 998 Est. Cost $100.70 Unrealized
NPO ENPRO INDS INC COM 0.0%
Value ($000) $285 Shares 2,930 Est. Cost $57.38 Unrealized +59.2%
HPQ HP INC 0.0%
Value ($000) $283 Shares 9,361 Est. Cost $11.20 Unrealized +142.8%
CTRA CABOT OIL & GAS CORP 0.0%
Value ($000) $280 Shares 16,026 Est. Cost $13.25 Unrealized 0.0%
LUV SOUTHWEST AIRLINES CO 0.0%
Value ($000) $274 Shares 5,159 Est. Cost $40.80 Unrealized +36.7%
DON WISDOMTREE US MIDCAP 0.0%
Value ($000) $265 Shares 6,316 Est. Cost $50.17 Unrealized
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $265 Shares 2,600 Est. Cost $80.53 Unrealized
FDX FEDEX CORP 0.0%
Value ($000) $260 Shares 872 Est. Cost $155.55 Unrealized +73.8%
BROOKFIELD ASSET MANAGEMENT INC 0.0%
Value ($000) $257 Shares 5,049 Est. Cost $31.97 Unrealized
CNI CANADIAN NATIONAL RAILWAY CO 0.0%
Value ($000) $253 Shares 2,400 Est. Cost $72.47 Unrealized +39.3%
D DOMINION ENERGY INC 0.0%
Value ($000) $252 Shares 3,430 Est. Cost $56.11 Unrealized +11.7%
CAT CATERPILLAR INC 0.0%
Value ($000) $247 Shares 1,135 Est. Cost $108.46 Unrealized +95.3%
PRA PROASSURANCE CORP 0.0%
Value ($000) $246 Shares 10,806 Est. Cost $46.60 Unrealized -46.0%
VFC V F CORP 0.0%
Value ($000) $244 Shares 2,974 Est. Cost $55.91 Unrealized +49.1%
NEM NEWMONT GOLDCORP 0.0%
Value ($000) $243 Shares 3,836 Est. Cost $52.04 Unrealized +11.3%
IWP ISHARES RUSSELL MID-CAP GROWTH 0.0%
Value ($000) $240 Shares 2,124 Est. Cost $116.27 Unrealized
CAG CONAGRA BRANDS INC 0.0%
Value ($000) $239 Shares 6,565 Est. Cost $24.04 Unrealized +25.9%
BHC BAUSCH HEALTH COS INC COM 0.0%
Value ($000) $237 Shares 8,100 Est. Cost $22.90 Unrealized +32.3%
BX BLACKSTONE GROUP INC 0.0%
Value ($000) $233 Shares 2,400 Est. Cost $39.51 Unrealized +93.0%
DFAT DIMENSIONAL ETF TR 0.0%
Value ($000) $224 Shares 4,999 Est. Cost $44.81 Unrealized
TGT TARGET CORP 0.0%
Value ($000) $223 Shares 922 Est. Cost $75.73 Unrealized +152.9%
EMR EMERSON ELECTRIC CO 0.0%
Value ($000) $221 Shares 2,295 Est. Cost $42.81 Unrealized +99.8%
PRU PRUDENTIAL FINANCIAL INC 0.0%
Value ($000) $221 Shares 2,155 Est. Cost $64.83 Unrealized +26.2%
MS MORGAN STANLEY 0.0%
Value ($000) $214 Shares 2,330 Est. Cost $46.75 Unrealized +57.7%
AJG GALLAGHER ARTHUR J & CO 0.0%
Value ($000) $214 Shares 1,521 Est. Cost $51.10 Unrealized +163.5%
EAGG ISHARES ESG U.S AGRGT BOND 0.0%
Value ($000) $213 Shares 3,859 Est. Cost $55.20 Unrealized
NKE NIKE INC 0.0%
Value ($000) $213 Shares 1,377 Est. Cost $50.64 Unrealized +148.2%
CMCSA COMCAST CORP 0.0%
Value ($000) $212 Shares 3,713 Est. Cost $36.68 Unrealized +33.8%
AMAT APPLIED MATERIALS INC 0.0%
Value ($000) $210 Shares 1,473 Est. Cost $32.96 Unrealized +290.9%
COIN COINBASE GLOBAL INC 0.0%
Value ($000) $206 Shares 812 Est. Cost $259.62 Unrealized 0.0%
ETN EATON CORP PLC 0.0%
Value ($000) $205 Shares 1,383 Est. Cost $74.44 Unrealized +79.9%
DES WISDOMTREE SMALLCAP DIVIDEND 0.0%
Value ($000) $205 Shares 6,442 Est. Cost $41.17 Unrealized
RH RH COM 0.0%
Value ($000) $200 Shares 295 Est. Cost $30.92 Unrealized +2000.3%
ROYAL DUTCH SHELL PLC 0.0%
Value ($000) $198 Shares 4,890 Est. Cost $61.56 Unrealized
ASUR ASURE SOFTWARE INC 0.0%
Value ($000) $198 Shares 22,312 Est. Cost $8.20 Unrealized 0.0%
TRV THE TRAVELERS COMPANIES INC 0.0%
Value ($000) $195 Shares 1,300 Est. Cost $99.91 Unrealized +41.4%
BP BP PLC 0.0%
Value ($000) $186 Shares 7,047 Est. Cost $33.95 Unrealized
ENSTAR GROUP LIMITED 0.0%
Value ($000) $179 Shares 751 Est. Cost $162.57 Unrealized
DFAS DIMENSIONAL ETF TR 0.0%
Value ($000) $179 Shares 3,071 Est. Cost $58.29 Unrealized
CHDN CHURCHILL DOWNS INC 0.0%
Value ($000) $178 Shares 900 Est. Cost $33.57 Unrealized +201.0%
AGG ISHARES CORE TOTAL US BOND 0.0%
Value ($000) $176 Shares 1,527 Est. Cost $108.28 Unrealized
PFF ISHARES US PREFERRED STOCK (MKT) 0.0%
Value ($000) $175 Shares 4,456 Est. Cost $37.78 Unrealized
VTV VANGUARD VALUE INDEX 0.0%
Value ($000) $173 Shares 1,258 Est. Cost $96.03 Unrealized
USB US BANCORP DEL 0.0%
Value ($000) $173 Shares 3,044 Est. Cost $30.51 Unrealized +56.4%
SYNOVUS FINANCIAL CORP 0.0%
Value ($000) $172 Shares 3,915 Est. Cost $42.31 Unrealized
DGRO ISHARES CORE DIVIDEND 0.0%
Value ($000) $169 Shares 3,355 Est. Cost $50.37 Unrealized
COP CONOCOPHILLIPS 0.0%
Value ($000) $166 Shares 2,737 Est. Cost $48.43 Unrealized -2.6%
WFC WELLS FARGO & CO 0.0%
Value ($000) $166 Shares 3,650 Est. Cost $35.18 Unrealized +13.6%
CREDIT SUISSE FI LARGE CAP 0.0%
Value ($000) $162 Shares 235 Est. Cost $127.66 Unrealized
VIG VANGUARD DIVIDEND APPREC IDX ETF 0.0%
Value ($000) $160 Shares 1,036 Est. Cost $94.61 Unrealized
LABORATORY CORP AMERICA HOLDINGS 0.0%
Value ($000) $160 Shares 580 Est. Cost $123.27 Unrealized
GABELLI DIVIDEND & INCOME TRUST 0.0%
Value ($000) $160 Shares 6,067 Est. Cost $21.32 Unrealized
CANADIAN PACIFIC RAILWAY LTD 0.0%
Value ($000) $158 Shares 2,055 Est. Cost $120.91 Unrealized
ROP ROPER TECHNOLOGIES INC 0.0%
Value ($000) $155 Shares 330 Est. Cost $174.79 Unrealized +146.0%
DISCOVER FINANCIAL SERVICES 0.0%
Value ($000) $154 Shares 1,300 Est. Cost $57.48 Unrealized
AFL AFLAC INC 0.0%
Value ($000) $154 Shares 2,874 Est. Cost $32.26 Unrealized +52.0%
WESTROCK CO 0.0%
Value ($000) $154 Shares 2,898 Est. Cost $39.01 Unrealized
ADBE ADOBE SYSTEMS INC 0.0%
Value ($000) $154 Shares 263 Est. Cost $151.22 Unrealized +240.9%
BWA BORGWARNER INC 0.0%
Value ($000) $154 Shares 3,164 Est. Cost $25.52 Unrealized +61.3%
ES EVERSOURCE ENERGY 0.0%
Value ($000) $153 Shares 1,911 Est. Cost $44.62 Unrealized +57.5%
DRI DARDEN RESTAURANTS INC 0.0%
Value ($000) $152 Shares 1,045 Est. Cost $50.74 Unrealized +138.9%
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $152 Shares 1,709 Est. Cost $41.87 Unrealized +92.6%
EFA ISHARES MSCI EAFE (MKT) 0.0%
Value ($000) $152 Shares 1,923 Est. Cost $68.94 Unrealized
PNC PNC FINANCIAL SERVICES GROUP 0.0%
Value ($000) $149 Shares 780 Est. Cost $91.80 Unrealized +72.9%
GPC GENUINE PARTS CO 0.0%
Value ($000) $148 Shares 1,172 Est. Cost $74.75 Unrealized +48.2%
ENB ENBRIDGE INC 0.0%
Value ($000) $147 Shares 3,658 Est. Cost $23.08 Unrealized +24.1%
IGSB ISHARES SHORT-TERM 0.0%
Value ($000) $147 Shares 2,680 Est. Cost $96.41 Unrealized
VOT VANGUARD MID-CAP GROWTH ETF 0.0%
Value ($000) $143 Shares 605 Est. Cost $111.92 Unrealized
BIV VANGUARD INTERMEDIATE-TERM BOND 0.0%
Value ($000) $141 Shares 1,565 Est. Cost $86.63 Unrealized
CB CHUBB LIMITED 0.0%
Value ($000) $140 Shares 885 Est. Cost $123.95 Unrealized +25.2%
HPE HEWLETT PACKARD ENTERPRISE CO 0.0%
Value ($000) $137 Shares 9,361 Est. Cost $7.95 Unrealized +72.9%
PPL PPL CORP 0.0%
Value ($000) $136 Shares 4,840 Est. Cost $23.26 Unrealized +4.4%
MTG MGIC INVESTMENT CORP WI 0.0%
Value ($000) $136 Shares 10,000 Est. Cost $10.89 Unrealized +31.9%
DTE DTE ENERGY CO 0.0%
Value ($000) $131 Shares 1,008 Est. Cost $66.60 Unrealized +50.4%
RSG REPUBLIC SERVICES INC 0.0%
Value ($000) $130 Shares 1,181 Est. Cost $59.19 Unrealized +70.8%
CDC VICTORYSHARES US EQ INCOME 0.0%
Value ($000) $129 Shares 2,000 Est. Cost $45.50 Unrealized
HRL HORMEL FOODS CORP 0.0%
Value ($000) $128 Shares 2,672 Est. Cost $35.69 Unrealized +16.3%
RSP INVESCO EXCHANGE TRADED FD TR 0.0%
Value ($000) $127 Shares 840 Est. Cost $108.33 Unrealized
MINT PIMCO ENHANCED SHORT MATURITY 0.0%
Value ($000) $127 Shares 1,249 Est. Cost $102.16 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $124 Shares 2,545 Est. Cost $27.21 Unrealized +54.3%
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $124 Shares 2,904 Est. Cost $34.84 Unrealized +20.8%
MBB ISHARES MBS (MKT) 0.0%
Value ($000) $122 Shares 1,125 Est. Cost $105.11 Unrealized
USMV ISHARES MSCI USA MINIMUM 0.0%
Value ($000) $120 Shares 1,634 Est. Cost $48.38 Unrealized
LYB LYONDELLBASELL INDUSTRIES NV SHS 0.0%
Value ($000) $118 Shares 1,146 Est. Cost $61.43 Unrealized +26.9%
KMI KINDER MORGAN INC 0.0%
Value ($000) $117 Shares 6,427 Est. Cost $12.31 Unrealized +11.4%
MAXIM INTEGRATED PRODUCTS INC 0.0%
Value ($000) $117 Shares 1,110 Est. Cost $28.13 Unrealized
IWN ISHARES RUSSELL 2000 VALUE (MKT) 0.0%
Value ($000) $116 Shares 704 Est. Cost $96.53 Unrealized
WAT WATERS CORP 0.0%
Value ($000) $116 Shares 337 Est. Cost $131.84 Unrealized +140.1%
CITRIX SYSTEMS INC 0.0%
Value ($000) $115 Shares 980 Est. Cost $81.91 Unrealized
ALL ALLSTATE CORP 0.0%
Value ($000) $115 Shares 878 Est. Cost $106.33 Unrealized +8.4%
EPD ENTERPRISE PRODUCTS PARTNERS L P 0.0%
Value ($000) $111 Shares 4,600 Est. Cost $22.66 Unrealized
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $110 Shares 1,524 Est. Cost $57.15 Unrealized +14.0%
LHX L3HARRIS TECHNOLOGIES INC COM 0.0%
Value ($000) $108 Shares 500 Est. Cost $180.55 Unrealized +8.3%
TOWN TOWNEBANK PORTSMOUTH VA 0.0%
Value ($000) $108 Shares 3,562 Est. Cost $15.54 Unrealized +101.8%
XILINX CORP 0.0%
Value ($000) $108 Shares 747 Est. Cost $78.90 Unrealized
DLN WISDOMTREE LARGECAP DIVIDEND 0.0%
Value ($000) $107 Shares 893 Est. Cost $74.43 Unrealized
CLX CLOROX CO 0.0%
Value ($000) $107 Shares 595 Est. Cost $96.91 Unrealized +62.4%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $106 Shares 1,366 Est. Cost $25.91 Unrealized +18.0%
OTIS OTIS WORLDWIDE CORP GLBL 0.0%
Value ($000) $104 Shares 1,272 Est. Cost $54.44 Unrealized +31.7%
DIA SPDR DOW JONES INDUSTRIAL 0.0%
Value ($000) $103 Shares 300 Est. Cost $166.67 Unrealized
IQV IQVIA HLDGS INC 0.0%
Value ($000) $102 Shares 420 Est. Cost $131.02 Unrealized +76.2%
RHI ROBERT HALF INTERNATIONAL INC 0.0%
Value ($000) $101 Shares 1,132 Est. Cost $41.73 Unrealized +109.0%
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $101 Shares 1,246 Est. Cost $56.13 Unrealized +30.8%
VICTORYSHARES INTERNATIONAL 0.0%
Value ($000) $99 Shares 2,200 Est. Cost $38.18 Unrealized
JCI JOHNSON CTLS INTL PLC SHS 0.0%
Value ($000) $97 Shares 1,420 Est. Cost $30.24 Unrealized +94.8%
AGO ASSURED GUARANTY LTD 0.0%
Value ($000) $95 Shares 2,000 Est. Cost $35.28 Unrealized +24.0%
EEM ISHARES MSCI EMERGING MARKETS 0.0%
Value ($000) $95 Shares 1,726 Est. Cost $47.79 Unrealized
SCHM SCHWAB U.S. MID CAP ETF 0.0%
Value ($000) $95 Shares 1,211 Est. Cost $52.85 Unrealized
EOG EOG RESOURCES INC 0.0%
Value ($000) $93 Shares 1,116 Est. Cost $37.36 Unrealized +68.2%
ROYAL DUTCH SHELL PLC 0.0%
Value ($000) $92 Shares 2,370 Est. Cost $52.51 Unrealized
DHR DANAHER CORP 0.0%
Value ($000) $91 Shares 338 Est. Cost $147.68 Unrealized +47.0%
SOXX ISHARES PHLX SOX SEMICONDUCTOR 0.0%
Value ($000) $91 Shares 200 Est. Cost $75.00 Unrealized
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $88 Shares 1,200 Est. Cost $38.89 Unrealized +71.3%
CMS CMS ENERGY CORP 0.0%
Value ($000) $88 Shares 1,495 Est. Cost $19.64 Unrealized +174.8%
AEP AMERICAN ELECTRIC POWER INC 0.0%
Value ($000) $88 Shares 1,035 Est. Cost $65.65 Unrealized +10.8%
ECL ECOLAB INC 0.0%
Value ($000) $86 Shares 417 Est. Cost $149.66 Unrealized +37.9%
GLAXOSMITHKLINE PLC 0.0%
Value ($000) $86 Shares 2,161 Est. Cost $36.45 Unrealized
LNT ALLIANT ENERGY CORP 0.0%
Value ($000) $84 Shares 1,493 Est. Cost $32.54 Unrealized +50.0%
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $82 Shares 1,310 Est. Cost $37.68 Unrealized +44.9%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $81 Shares 2,527 Est. Cost $38.81 Unrealized -28.4%
DOW DOW INC COM 0.0%
Value ($000) $81 Shares 1,281 Est. Cost $36.37 Unrealized +40.4%
YUM YUM! BRANDS INC 0.0%
Value ($000) $81 Shares 700 Est. Cost $56.30 Unrealized +92.0%
DFUS DIMENSIONAL ETF TR 0.0%
Value ($000) $80 Shares 1,705 Est. Cost $46.92 Unrealized
IWS ISHARES RUSSELL MID-CAP VALUE 0.0%
Value ($000) $80 Shares 698 Est. Cost $73.49 Unrealized
ESGE ISHARES ESG MSCI EM ETF 0.0%
Value ($000) $80 Shares 1,772 Est. Cost $45.15 Unrealized
EL LAUDER ESTEE COS INC 0.0%
Value ($000) $75 Shares 236 Est. Cost $75.13 Unrealized +276.5%
CCL CARNIVAL CORP 0.0%
Value ($000) $75 Shares 2,860 Est. Cost $16.23 Unrealized +72.5%
BHP BHP GROUP LIMITED 0.0%
Value ($000) $73 Shares 1,000 Est. Cost $65.00 Unrealized
BLACKROCK MUNI INC QUAL TR 0.0%
Value ($000) $73 Shares 4,655 Est. Cost $13.75 Unrealized
VTRS VIATRIS INC 0.0%
Value ($000) $72 Shares 5,043 Est. Cost $13.33 Unrealized -11.0%
VEA VANGUARD FTSE DEVELOPED MARKETS 0.0%
Value ($000) $71 Shares 1,375 Est. Cost $44.82 Unrealized
GENERAL ELECTRIC CO 0.0%
Value ($000) $71 Shares 5,258 Est. Cost $21.18 Unrealized
AB ALLIANCEBERNSTEIN HOLDING L P 0.0%
Value ($000) $70 Shares 1,500 Est. Cost $28.67 Unrealized
ETR ENTERGY CORP NEW 0.0%
Value ($000) $70 Shares 705 Est. Cost $25.69 Unrealized +73.3%
GLW CORNING INC 0.0%
Value ($000) $70 Shares 1,705 Est. Cost $33.60 Unrealized +14.0%
MPT MEDICAL PPTYS TRUST INC 0.0%
Value ($000) $70 Shares 3,500 Est. Cost $20.44 Unrealized
BSV VANGUARD SHORT-TERM BOND ETF 0.0%
Value ($000) $70 Shares 853 Est. Cost $81.49 Unrealized
HIBBETT SPORTS INC 0.0%
Value ($000) $68 Shares 756 Est. Cost $67.34 Unrealized
PLUG PLUG POWER INC 0.0%
Value ($000) $68 Shares 2,000 Est. Cost $4.68 Unrealized +519.8%
HAS HASBRO INC 0.0%
Value ($000) $66 Shares 689 Est. Cost $68.79 Unrealized +15.8%
NOBL PROSHARES S&P 500 ARISTOCRATS 0.0%
Value ($000) $65 Shares 712 Est. Cost $88.30 Unrealized
ACN ACCENTURE PLC 0.0%
Value ($000) $64 Shares 217 Est. Cost $144.83 Unrealized +85.1%
DEO DIAGEO PLC 0.0%
Value ($000) $63 Shares 327 Est. Cost $165.14 Unrealized
HE HAWAIIAN ELECTRIC INDUSTRIES INC 0.0%
Value ($000) $63 Shares 1,500 Est. Cost $30.49 Unrealized +42.0%
AX AXOS FINL INC COM 0.0%
Value ($000) $61 Shares 1,305 Est. Cost $34.92 Unrealized +33.8%
OGN ORGANON & CO 0.0%
Value ($000) $61 Shares 2,019 Est. Cost $26.93 Unrealized 0.0%
ZBH ZIMMER BIOMET HLDGS INC 0.0%
Value ($000) $61 Shares 380 Est. Cost $102.36 Unrealized +52.2%
SHM SPDR NUVEEN BARCLAYS SHORT 0.0%
Value ($000) $61 Shares 1,229 Est. Cost $49.62 Unrealized
NUE NUCOR CORP 0.0%
Value ($000) $60 Shares 630 Est. Cost $50.72 Unrealized +71.5%
DOV DOVER CORP 0.0%
Value ($000) $60 Shares 400 Est. Cost $67.68 Unrealized +105.5%
RWR SPDR DOW JONES REIT ETF (MKT) 0.0%
Value ($000) $60 Shares 575 Est. Cost $92.17 Unrealized
NUVEEN 0.0%
Value ($000) $60 Shares 6,000 Est. Cost $9.50 Unrealized
MKL MARKEL CORP 0.0%
Value ($000) $59 Shares 50 Est. Cost $1005.01 Unrealized +19.3%
A AGILENT TECHNOLOGIES INC 0.0%
Value ($000) $58 Shares 390 Est. Cost $34.38 Unrealized +284.6%
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $57 Shares 210 Est. Cost $220.95 Unrealized +19.0%
LINDE PLC 0.0%
Value ($000) $57 Shares 196 Est. Cost $193.94 Unrealized
UNILEVER PLC 0.0%
Value ($000) $57 Shares 981 Est. Cost $56.07 Unrealized
TM TOYOTA MOTOR CORP 0.0%
Value ($000) $57 Shares 329 Est. Cost $113.79 Unrealized
DPZ DOMINOS PIZZA INC 0.0%
Value ($000) $57 Shares 123 Est. Cost $260.07 Unrealized +53.5%
BF/B BROWN-FORMAN CORP 0.0%
Value ($000) $56 Shares 750 Est. Cost $34.12 Unrealized +103.2%
CTVA CORTEVA INC 0.0%
Value ($000) $55 Shares 1,239 Est. Cost $26.67 Unrealized +64.6%
BIDU BAIDU INC SR 0.0%
Value ($000) $55 Shares 272 Est. Cost $153.49 Unrealized
ET ENERGY TRANSFER OPERATING LP 0.0%
Value ($000) $54 Shares 5,068 Est. Cost $7.20 Unrealized
AON AON PLC SHS CL A 0.0%
Value ($000) $54 Shares 226 Est. Cost $178.56 Unrealized +32.3%
SHY ISHARES 1-3 YEAR TREASURY BOND 0.0%
Value ($000) $52 Shares 600 Est. Cost $85.36 Unrealized
DAL DELTA AIR LINES INC 0.0%
Value ($000) $52 Shares 1,208 Est. Cost $33.00 Unrealized +36.5%
ZTS ZOETIS INC 0.0%
Value ($000) $51 Shares 272 Est. Cost $152.49 Unrealized +9.2%
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $51 Shares 140 Est. Cost $200.52 Unrealized +66.5%
XLI INDUSTRIAL SELECT SECTOR SPDRR 0.0%
Value ($000) $50 Shares 484 Est. Cost $61.65 Unrealized
BBY BEST BUY INC 0.0%
Value ($000) $50 Shares 433 Est. Cost $41.66 Unrealized +127.9%
VXF VANGUARD EXTENDED MARKET INDEX 0.0%
Value ($000) $50 Shares 263 Est. Cost $91.25 Unrealized
VHT VANGUARD HEALTH CARE INDEX 0.0%
Value ($000) $49 Shares 200 Est. Cost $175.00 Unrealized
AOR ISHARES CORE GROWTH ALLOCATION 0.0%
Value ($000) $48 Shares 850 Est. Cost $39.41 Unrealized
ALC ALCON INC 0.0%
Value ($000) $48 Shares 685 Est. Cost $59.15 Unrealized +18.8%
LNC LINCOLN NATIONAL CORP IN 0.0%
Value ($000) $48 Shares 763 Est. Cost $29.53 Unrealized +75.6%
SAP SAP AKTIENGESELLSCHAFT 0.0%
Value ($000) $47 Shares 333 Est. Cost $81.08 Unrealized
REGN REGENERON PHARMACEUTICALS INC 0.0%
Value ($000) $47 Shares 85 Est. Cost $484.19 Unrealized +4.1%
PBE INVESCO EXCHANGE TRADED 0.0%
Value ($000) $47 Shares 611 Est. Cost $57.28 Unrealized
TT TRANE TECHNOLOGIES PLC 0.0%
Value ($000) $46 Shares 251 Est. Cost $109.41 Unrealized +53.5%
FAST FASTENAL CO 0.0%
Value ($000) $46 Shares 900 Est. Cost $12.78 Unrealized +82.2%
TOTAL S A 0.0%
Value ($000) $45 Shares 1,000 Est. Cost $47.00 Unrealized
VTR VENTAS INC 0.0%
Value ($000) $45 Shares 786 Est. Cost $41.02 Unrealized +15.7%
EXC EXELON CORP 0.0%
Value ($000) $43 Shares 967 Est. Cost $24.31 Unrealized +12.5%
XLE ENERGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $43 Shares 792 Est. Cost $70.86 Unrealized
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $43 Shares 1,113 Est. Cost $23.09 Unrealized +45.0%
IAU ISHARES GOLD TRUST 0.0%
Value ($000) $42 Shares 1,235 Est. Cost $34.01 Unrealized
MET METLIFE INC 0.0%
Value ($000) $41 Shares 690 Est. Cost $36.94 Unrealized +49.1%
RITE AID CORP 0.0%
Value ($000) $41 Shares 2,532 Est. Cost $9.48 Unrealized
HOLLYFRONTIER CORP 0.0%
Value ($000) $41 Shares 1,255 Est. Cost $34.79 Unrealized
PZA INVESCO NATIONAL AMT FREE MUNI 0.0%
Value ($000) $41 Shares 1,520 Est. Cost $26.46 Unrealized
NFLX NETFLIX INC 0.0%
Value ($000) $41 Shares 77 Est. Cost $16.59 Unrealized +208.1%
KELLOGG CO 0.0%
Value ($000) $41 Shares 630 Est. Cost $46.70 Unrealized +10.4%
KAYNE ANDERSON MLP/MIDSTREAM 0.0%
Value ($000) $41 Shares 4,639 Est. Cost $7.92 Unrealized
SPB SPECTRUM BRANDS HLDGS INC COM 0.0%
Value ($000) $40 Shares 468 Est. Cost $81.51 Unrealized +8.2%
NUVEEN SELECT TAX-FREE INCOME 0.0%
Value ($000) $40 Shares 2,175 Est. Cost $13.33 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $40 Shares 471 Est. Cost $55.87 Unrealized +26.3%
XPERI HOLDING CORP 0.0%
Value ($000) $39 Shares 1,745 Est. Cost $21.78 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $39 Shares 174 Est. Cost $236.87 Unrealized
AZN ASTRAZENECA PLC 0.0%
Value ($000) $39 Shares 644 Est. Cost $36.72 Unrealized
JPST JPMORGAN ULTRA-SHORT INCOME ETF 0.0%
Value ($000) $39 Shares 772 Est. Cost $50.52 Unrealized
LAKE LAKELAND INDS INC 0.0%
Value ($000) $38 Shares 1,723 Est. Cost $21.89 Unrealized +17.9%
OKE ONEOK INC NEW 0.0%
Value ($000) $38 Shares 691 Est. Cost $39.31 Unrealized +5.0%
IJJ ISHARES S&P MID-CAP 400 VALUE 0.0%
Value ($000) $38 Shares 365 Est. Cost $138.95 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value ($000) $37 Shares 1,400 Est. Cost $9.50 Unrealized +143.4%
BKLN INVESCO EXCHNG TRADED FD TR II 0.0%
Value ($000) $37 Shares 1,686 Est. Cost $21.35 Unrealized
SDY SPDR S&P DIVIDEND ETF (MKT) 0.0%
Value ($000) $37 Shares 306 Est. Cost $75.16 Unrealized
MSI MOTOROLA SOLUTIONS INC 0.0%
Value ($000) $37 Shares 172 Est. Cost $110.15 Unrealized +71.4%
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $36 Shares 155 Est. Cost $205.18 Unrealized +6.0%
STX SEAGATE TECHNOLOGY HLDNGS PLC 0.0%
Value ($000) $35 Shares 400 Est. Cost $77.58 Unrealized 0.0%
NUVEEN ENHANCED MUNI VALUE FD 0.0%
Value ($000) $35 Shares 2,000 Est. Cost $14.50 Unrealized
TSN TYSON FOODS INC 0.0%
Value ($000) $35 Shares 479 Est. Cost $40.87 Unrealized +64.6%
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $34 Shares 637 Est. Cost $77.06 Unrealized
SNY SANOFI 0.0%
Value ($000) $34 Shares 654 Est. Cost $48.93 Unrealized
IXJ ISHARES GLOBAL HEALTHCARE (MKT) 0.0%
Value ($000) $33 Shares 400 Est. Cost $71.25 Unrealized
EXEL EXELIXIS INC COM 0.0%
Value ($000) $33 Shares 1,830 Est. Cost $23.35 Unrealized -0.1%
CPB CAMPBELL SOUP CO 0.0%
Value ($000) $32 Shares 700 Est. Cost $40.43 Unrealized +1.8%
DXC DXC TECHNOLOGY CO COM 0.0%
Value ($000) $32 Shares 802 Est. Cost $57.97 Unrealized -38.4%
IJS ISHARES S&P SMALL-CAP 600 VALUE 0.0%
Value ($000) $32 Shares 308 Est. Cost $131.22 Unrealized
TAP MOLSON COORS BREWING CO 0.0%
Value ($000) $32 Shares 600 Est. Cost $42.53 Unrealized +14.3%
BLACKROCK 2022 GBL INCM OPP TR 0.0%
Value ($000) $32 Shares 3,500 Est. Cost $9.14 Unrealized
IAA INC COM 0.0%
Value ($000) $31 Shares 581 Est. Cost $41.27 Unrealized
TER TERADYNE INC 0.0%
Value ($000) $31 Shares 228 Est. Cost $22.54 Unrealized +457.0%
PPG PPG INDUSTRIES INC 0.0%
Value ($000) $31 Shares 180 Est. Cost $116.80 Unrealized +33.8%
BK BANK NEW YORK MELLON CORP 0.0%
Value ($000) $31 Shares 610 Est. Cost $34.53 Unrealized +27.0%
AOA ISHARES CORE AGGRESSIVE 0.0%
Value ($000) $30 Shares 420 Est. Cost $45.58 Unrealized
HORIZON THERAPEUTICS PUB 0.0%
Value ($000) $30 Shares 318 Est. Cost $28.30 Unrealized
FDL FIRST TRUST MORNINGSTAR DIV 0.0%
Value ($000) $29 Shares 880 Est. Cost $30.19 Unrealized
ACTIVISION BLIZZARD INC 0.0%
Value ($000) $29 Shares 300 Est. Cost $80.00 Unrealized
BUD ANHEUSER BUSCH INBEV NV 0.0%
Value ($000) $29 Shares 400 Est. Cost $104.35 Unrealized
TDIV FIRST TRUST NASDAQ 0.0%
Value ($000) $29 Shares 500 Est. Cost $44.00 Unrealized
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $29 Shares 100 Est. Cost $165.19 Unrealized +50.8%
LQD ISHARES IBOXX $ INVST GRADE CRP 0.0%
Value ($000) $29 Shares 215 Est. Cost $119.19 Unrealized
SBAC SBA COMMUNICATIONS CORP 0.0%
Value ($000) $28 Shares 88 Est. Cost $178.57 Unrealized +57.1%
OXY/WS OCCIDENTAL PETROLEUM CORP 0.0%
Value ($000) $28 Shares 2,091 Est. Cost $3.02 Unrealized
EMLP FIRST TRUST NORTH AMERICAN 0.0%
Value ($000) $28 Shares 1,150 Est. Cost $25.22 Unrealized
EBS EMERGENT BIOSOLUTIONS INC 0.0%
Value ($000) $28 Shares 446 Est. Cost $102.42 Unrealized -37.3%
SYF SYNCHRONY FINL 0.0%
Value ($000) $27 Shares 559 Est. Cost $33.52 Unrealized +22.4%
HAL HALLIBURTON CO 0.0%
Value ($000) $27 Shares 1,160 Est. Cost $34.92 Unrealized -41.7%
CBRL CRACKER BARREL OLD COUNTRY STORE 0.0%
Value ($000) $27 Shares 179 Est. Cost $114.30 Unrealized +15.4%
YUMC YUM CHINA HLDGS INC COM 0.0%
Value ($000) $27 Shares 400 Est. Cost $26.74 Unrealized +138.5%
LUMN LUMEN TECHNOLOGIES INC 0.0%
Value ($000) $27 Shares 2,000 Est. Cost $10.83 Unrealized +13.2%
DGX QUEST DIAGNOSTICS INC 0.0%
Value ($000) $26 Shares 200 Est. Cost $59.42 Unrealized +101.6%
HANCOCK JOHN BANK & THRIFT 0.0%
Value ($000) $26 Shares 700 Est. Cost $34.29 Unrealized
BLACKROCK 0.0%
Value ($000) $25 Shares 1,497 Est. Cost $16.70 Unrealized
IVE ISHARES S&P 500 VALUE (MKT) 0.0%
Value ($000) $25 Shares 168 Est. Cost $107.14 Unrealized
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $24 Shares 419 Est. Cost $59.08 Unrealized -11.6%
WY WEYERHAEUSER CO 0.0%
Value ($000) $24 Shares 700 Est. Cost $27.88 Unrealized +9.5%
NUVEEN CORPORATE INCM 0.0%
Value ($000) $24 Shares 2,500 Est. Cost $9.60 Unrealized
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $24 Shares 400 Est. Cost $37.61 Unrealized +48.2%
KXI ISHARES GLOBAL CONSUMER STAPLES 0.0%
Value ($000) $24 Shares 400 Est. Cost $55.00 Unrealized
KTB KONTOOR BRANDS INC 0.0%
Value ($000) $24 Shares 422 Est. Cost $32.45 Unrealized +89.0%
IVZ INVESCO LTD 0.0%
Value ($000) $23 Shares 887 Est. Cost $19.82 Unrealized +12.8%
KODK EASTMAN KODAK CO 0.0%
Value ($000) $23 Shares 2,745 Est. Cost $7.81 Unrealized +0.4%
ONEQ FIDELITY NASDAQ COMPOSITE INDEX 0.0%
Value ($000) $23 Shares 400 Est. Cost $57.50 Unrealized
TDOC TELADOC HEALTH INC 0.0%
Value ($000) $23 Shares 136 Est. Cost $116.34 Unrealized +39.3%
LAZARD LTD 0.0%
Value ($000) $23 Shares 500 Est. Cost $44.00 Unrealized
SCHD SCHWAB U.S. DIVIDEND EQUITY ETF 0.0%
Value ($000) $23 Shares 299 Est. Cost $64.08 Unrealized
TPB TURNING PT BRANDS INC 0.0%
Value ($000) $23 Shares 500 Est. Cost $49.85 Unrealized -7.2%
BUZZ VANECK VECTORS SOCIAL 0.0%
Value ($000) $22 Shares 824 Est. Cost $24.27 Unrealized
KHC KRAFT HEINZ CO 0.0%
Value ($000) $22 Shares 559 Est. Cost $46.96 Unrealized -28.0%
ACWX ISHARES MSCI ACWI EX US 0.0%
Value ($000) $22 Shares 378 Est. Cost $44.97 Unrealized
MFS 0.0%
Value ($000) $21 Shares 3,000 Est. Cost $6.67 Unrealized
PIONEER NATURAL RESOURCES CO 0.0%
Value ($000) $21 Shares 128 Est. Cost $101.22 Unrealized
WELL WELLTOWER INC 0.0%
Value ($000) $21 Shares 250 Est. Cost $67.92 Unrealized 0.0%
MFC MANULIFE FINANCIAL CORP 0.0%
Value ($000) $21 Shares 1,062 Est. Cost $18.29 Unrealized +14.5%
RY ROYAL BANK CANADA MONTREAL 0.0%
Value ($000) $20 Shares 200 Est. Cost $64.70 Unrealized +53.2%
DELL DELL TECHNOLOGIES INC COM 0.0%
Value ($000) $20 Shares 205 Est. Cost $25.29 Unrealized +81.8%
GWW GRAINGER WW INC 0.0%
Value ($000) $20 Shares 46 Est. Cost $420.23 Unrealized 0.0%
IEX IDEX CORP 0.0%
Value ($000) $20 Shares 93 Est. Cost $59.23 Unrealized +252.1%
TRMK TRUSTMARK CORP 0.0%
Value ($000) $19 Shares 601 Est. Cost $20.33 Unrealized +41.1%
SU SUNCOR ENERGY INC 0.0%
Value ($000) $19 Shares 807 Est. Cost $23.93 Unrealized -20.2%
TD TORONTO DOMINION BANK ONTARIO 0.0%
Value ($000) $18 Shares 250 Est. Cost $46.61 Unrealized +50.1%
LNG CHENIERE ENERGY INC 0.0%
Value ($000) $18 Shares 203 Est. Cost $40.38 Unrealized +101.4%
XLF FINANCIAL SELECT SECTOR SPDRR 0.0%
Value ($000) $18 Shares 490 Est. Cost $24.90 Unrealized
FUELCELL ENERGY INC 0.0%
Value ($000) $18 Shares 2,000 Est. Cost $2.50 Unrealized
XEL XCEL ENERGY INC 0.0%
Value ($000) $18 Shares 269 Est. Cost $23.86 Unrealized +151.1%
WU WESTERN UNION CO 0.0%
Value ($000) $18 Shares 800 Est. Cost $18.11 Unrealized
HANESBRANDS INC 0.0%
Value ($000) $18 Shares 980 Est. Cost $30.70 Unrealized
MDIV FIRST TRUST MULTI-ASSET 0.0%
Value ($000) $17 Shares 980 Est. Cost $17.10 Unrealized
MRSH MARSH & MCLENNAN COS INC 0.0%
Value ($000) $17 Shares 118 Est. Cost $93.67 Unrealized +33.7%
MARATHON OIL CORP 0.0%
Value ($000) $17 Shares 1,283 Est. Cost $28.67 Unrealized
MCO MOODYS CORP 0.0%
Value ($000) $16 Shares 45 Est. Cost $151.00 Unrealized +112.1%
BCRX BIOCRYST PHARMACEUTICALS 0.0%
Value ($000) $16 Shares 1,020 Est. Cost $10.12 Unrealized +34.3%
FSLR FIRST SOLAR INC 0.0%
Value ($000) $16 Shares 179 Est. Cost $49.31 Unrealized +60.5%
AMP AMERIPRISE FINANCIAL INC 0.0%
Value ($000) $16 Shares 63 Est. Cost $98.39 Unrealized +139.1%
EFAV ISHARES MSCI EAFE MINIMUM 0.0%
Value ($000) $15 Shares 200 Est. Cost $64.75 Unrealized
GM GENERAL MTRS CO 0.0%
Value ($000) $15 Shares 248 Est. Cost $27.69 Unrealized +104.8%
RAIL FREIGHTCAR AMER INC 0.0%
Value ($000) $15 Shares 2,573 Est. Cost $6.08 Unrealized 0.0%
ICE INTERCONTINENTALEXCHANGE GROUP 0.0%
Value ($000) $15 Shares 130 Est. Cost $69.88 Unrealized +55.0%
HIG HARTFORD FINANCIAL SERVICES 0.0%
Value ($000) $15 Shares 240 Est. Cost $32.38 Unrealized +84.0%
SE SEA LTD 0.0%
Value ($000) $15 Shares 55 Est. Cost $145.45 Unrealized
FEZ SPDR EURO STOXX 50 ETF 0.0%
Value ($000) $15 Shares 330 Est. Cost $45.45 Unrealized
SBIO ALPS ETF TR MED BREAKTHGH 0.0%
Value ($000) $15 Shares 300 Est. Cost $40.00 Unrealized
CHARGEPOINT HOLDINGS INC 0.0%
Value ($000) $15 Shares 443 Est. Cost $33.86 Unrealized
CIT GROUP INC NEW 0.0%
Value ($000) $15 Shares 283 Est. Cost $41.55 Unrealized
AGNC AGNC INVT CORP COM 0.0%
Value ($000) $14 Shares 846 Est. Cost $20.09 Unrealized
PH PARKER HANNIFIN CORP 0.0%
Value ($000) $14 Shares 46 Est. Cost $111.81 Unrealized +160.3%
STT STATE STREET CORP 0.0%
Value ($000) $14 Shares 180 Est. Cost $50.01 Unrealized +44.8%
CHTR CHARTER COMMUNICATIONS INC 0.0%
Value ($000) $14 Shares 20 Est. Cost $429.38 Unrealized +56.8%
TE CONNECTIVITY LTD 0.0%
Value ($000) $14 Shares 100 Est. Cost $70.17 Unrealized
HESS CORP 0.0%
Value ($000) $14 Shares 161 Est. Cost $73.74 Unrealized
OMC OMNICOM GROUP INC 0.0%
Value ($000) $13 Shares 167 Est. Cost $54.64 Unrealized +26.2%
COF CAPITAL ONE FINANCIAL CORP 0.0%
Value ($000) $13 Shares 87 Est. Cost $57.34 Unrealized +141.7%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $13 Shares 31 Est. Cost $209.99 Unrealized +76.1%
TAK TAKEDA PHARMACEUTICAL COMPANY LI 0.0%
Value ($000) $13 Shares 745 Est. Cost $20.39 Unrealized
ACM AECOM 0.0%
Value ($000) $13 Shares 200 Est. Cost $54.74 Unrealized +14.9%
SON SONOCO PRODUCTS CO 0.0%
Value ($000) $13 Shares 200 Est. Cost $26.95 Unrealized +107.7%
FSP FRANKLIN STREET PROPERTIES CORP 0.0%
Value ($000) $13 Shares 2,507 Est. Cost $5.19 Unrealized
CODI COMPASS DIVERSIFIED HOLDINGS 0.0%
Value ($000) $13 Shares 500 Est. Cost $20.23 Unrealized 0.0%
FIS FIDELITY NATIONAL INFORMATION 0.0%
Value ($000) $12 Shares 85 Est. Cost $128.81 Unrealized +3.5%
CMP COMPASS MINERALS INTL INC 0.0%
Value ($000) $12 Shares 200 Est. Cost $59.71 Unrealized +4.5%
FISV FISERV INC 0.0%
Value ($000) $12 Shares 109 Est. Cost $116.26 Unrealized 0.0%
AFG AMERICAN FINANCIAL GROUP INC OH 0.0%
Value ($000) $12 Shares 100 Est. Cost $24.75 Unrealized +210.5%
OTEX OPEN TEXT CORPORATION 0.0%
Value ($000) $12 Shares 228 Est. Cost $22.26 Unrealized +90.4%
MAT MATTEL INC 0.0%
Value ($000) $12 Shares 600 Est. Cost $35.37 Unrealized -41.6%
PKG PACKAGING CORP AMERICA 0.0%
Value ($000) $12 Shares 92 Est. Cost $124.99 Unrealized 0.0%
MSM MSC INDUSTRIAL DIRECT INC 0.0%
Value ($000) $12 Shares 132 Est. Cost $88.88 Unrealized +2.9%
VIACOMCBS INC 0.0%
Value ($000) $11 Shares 250 Est. Cost $25.86 Unrealized
PHG KONINLIJKE PHILIPS N.V. 0.0%
Value ($000) $11 Shares 222 Est. Cost $30.32 Unrealized
LW LAMB WESTON HLDGS INC COM 0.0%
Value ($000) $11 Shares 132 Est. Cost $57.12 Unrealized +29.7%
JD JD COM INC SPON ADR 0.0%
Value ($000) $11 Shares 140 Est. Cost $78.57 Unrealized
CONTANGO OIL & GAS CO 0.0%
Value ($000) $10 Shares 2,308 Est. Cost $3.90 Unrealized
ATO ATMOS ENERGY CORP 0.0%
Value ($000) $10 Shares 105 Est. Cost $32.69 Unrealized +173.1%
VLO VALERO ENERGY CORP NEW 0.0%
Value ($000) $10 Shares 125 Est. Cost $34.00 Unrealized +94.1%
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $10 Shares 200 Est. Cost $37.81 Unrealized +38.1%
VECTOR GROUP LTD 0.0%
Value ($000) $10 Shares 736 Est. Cost $13.59 Unrealized
CDK GLOBAL INC 0.0%
Value ($000) $10 Shares 199 Est. Cost $62.17 Unrealized
IYZ ISHARES US TELECOMMUNICATIONS 0.0%
Value ($000) $10 Shares 300 Est. Cost $29.28 Unrealized
CMI CUMMINS INC 0.0%
Value ($000) $10 Shares 40 Est. Cost $103.33 Unrealized +120.9%
EMB ISHARES JPMORGAN USD EMERG 0.0%
Value ($000) $10 Shares 89 Est. Cost $110.71 Unrealized
WAB WABTEC 0.0%
Value ($000) $10 Shares 123 Est. Cost $73.33 Unrealized +7.8%
AMLP ALERIAN MLP 0.0%
Value ($000) $9 Shares 260 Est. Cost $23.08 Unrealized
WDAY WORKDAY INC 0.0%
Value ($000) $9 Shares 39 Est. Cost $122.34 Unrealized +96.6%
PNW PINNACLE WEST CAPITAL CORP 0.0%
Value ($000) $9 Shares 113 Est. Cost $56.17 Unrealized +22.8%
CPIX CUMBERLAND PHARMACEUTICALS INC 0.0%
Value ($000) $9 Shares 3,052 Est. Cost $4.88 Unrealized -39.7%
CI CIGNA CORP 0.0%
Value ($000) $9 Shares 36 Est. Cost $190.77 Unrealized +20.4%
CRON CRONOS GROUP INC COM 0.0%
Value ($000) $9 Shares 1,000 Est. Cost $18.77 Unrealized -55.9%
ANNALY CAPITAL MANAGEMENT INC 0.0%
Value ($000) $9 Shares 1,000 Est. Cost $8.37 Unrealized
CC CHEMOURS CO 0.0%
Value ($000) $9 Shares 246 Est. Cost $15.09 Unrealized +86.3%
KANSAS CITY SOUTHERN INDUSTRIES 0.0%
Value ($000) $9 Shares 33 Est. Cost $272.73 Unrealized
IR INGERSOLL RAND INC 0.0%
Value ($000) $9 Shares 186 Est. Cost $32.71 Unrealized +49.3%
BTI BRITISH AMERICAN TOBACCO PLC 0.0%
Value ($000) $9 Shares 223 Est. Cost $62.64 Unrealized
VRSN VERISIGN INC 0.0%
Value ($000) $8 Shares 36 Est. Cost $114.83 Unrealized +88.0%
MICRO FOCUS INTERNATIONAL 0.0%
Value ($000) $8 Shares 1,061 Est. Cost $12.35 Unrealized
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $8 Shares 38 Est. Cost $209.17 Unrealized 0.0%
XLV HEALTH CARE SELECT SECTOR SPDRR 0.0%
Value ($000) $8 Shares 65 Est. Cost $86.31 Unrealized
SZNE PACER FUNDS TR 0.0%
Value ($000) $8 Shares 200 Est. Cost $40.00 Unrealized
EMN EASTMAN CHEMICAL CO 0.0%
Value ($000) $8 Shares 66 Est. Cost $101.52 Unrealized 0.0%
IP INTERNATIONAL PAPER CO 0.0%
Value ($000) $8 Shares 132 Est. Cost $27.08 Unrealized +72.2%
SBSW SIBANYE STILLWATER LTD 0.0%
Value ($000) $8 Shares 500 Est. Cost $6.69 Unrealized
NIKOLA CORP 0.0%
Value ($000) $7 Shares 387 Est. Cost $20.67 Unrealized
NORDSTROM INC 0.0%
Value ($000) $7 Shares 190 Est. Cost $50.56 Unrealized
NI NISOURCE INC 0.0%
Value ($000) $7 Shares 300 Est. Cost $15.66 Unrealized +39.2%
SLF SUN LIFE FINANCIAL SERVICES INC 0.0%
Value ($000) $7 Shares 136 Est. Cost $34.17 Unrealized +54.6%
INTERPUBLIC GROUP COS INC 0.0%
Value ($000) $7 Shares 205 Est. Cost $16.23 Unrealized +65.6%
SJM SMUCKER J M CO 0.0%
Value ($000) $7 Shares 54 Est. Cost $100.51 Unrealized +13.3%
SPG SIMON PROPERTY GROUP INC NEW 0.0%
Value ($000) $7 Shares 52 Est. Cost $96.29 Unrealized 0.0%
BROOKFIELD PPTY PARTNERS L P 0.0%
Value ($000) $7 Shares 376 Est. Cost $21.28 Unrealized
UNM UNUMPROVIDENT CORP 0.0%
Value ($000) $7 Shares 251 Est. Cost $34.83 Unrealized -15.6%
DEM WISDOMTREE EMERGING MARKETS 0.0%
Value ($000) $7 Shares 162 Est. Cost $37.04 Unrealized
BIO BIO-RAD LABORATORIES INC 0.0%
Value ($000) $6 Shares 10 Est. Cost $170.48 Unrealized +257.0%
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $6 Shares 16 Est. Cost $35.92 Unrealized +64.9%
XRAY DENTSPLY SIRONA INC 0.0%
Value ($000) $6 Shares 100 Est. Cost $65.87 Unrealized 0.0%
NDAQ NASDAQ INC 0.0%
Value ($000) $6 Shares 35 Est. Cost $27.51 Unrealized +87.7%
GOLDMAN SACHS MLP 0.0%
Value ($000) $6 Shares 555 Est. Cost $9.01 Unrealized
VCLT VANGUARD LONG-TERM CORP BOND IDX 0.0%
Value ($000) $5 Shares 46 Est. Cost $89.87 Unrealized
CANOPY GROWTH CORP COM 0.0%
Value ($000) $5 Shares 200 Est. Cost $42.03 Unrealized
BIGGQ BIG LOTS INC 0.0%
Value ($000) $5 Shares 82 Est. Cost $26.75 Unrealized +127.4%
SA SEABRIDGE GOLD INC COM 0.0%
Value ($000) $5 Shares 300 Est. Cost $13.40 Unrealized +34.8%
CENTER COAST MLP & INFRSTR FD 0.0%
Value ($000) $5 Shares 400 Est. Cost $10.00 Unrealized
CEDAR FAIR L P 0.0%
Value ($000) $5 Shares 113 Est. Cost $44.25 Unrealized
PEG PUBLIC SERVICE ENTERPRISE GROUP 0.0%
Value ($000) $5 Shares 87 Est. Cost $21.50 Unrealized +145.8%
FCPT FOUR CORNERS PPTY TR INC 0.0%
Value ($000) $5 Shares 199 Est. Cost $21.79 Unrealized
TEVA TEVA PHARMACEUTICAL INDS 0.0%
Value ($000) $5 Shares 519 Est. Cost $23.63 Unrealized
FEDNAT HLDG CO 0.0%
Value ($000) $5 Shares 1,110 Est. Cost $6.31 Unrealized
SVC SERVICE PPTYS TR COM 0.0%
Value ($000) $5 Shares 383 Est. Cost $26.11 Unrealized
NEW ORIENTAL ED 0.0%
Value ($000) $5 Shares 650 Est. Cost $27.85 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIONS 0.0%
Value ($000) $5 Shares 70 Est. Cost $69.81 Unrealized -0.8%
FLEETCOR TECHNOLOGIES INC 0.0%
Value ($000) $5 Shares 21 Est. Cost $190.48 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
GEN NORTONLIFELOCK INC 0.0%
Value ($000) $4 Shares 145 Est. Cost $15.63 Unrealized +44.6%
KGC KINROSS GOLD CORP 0.0%
Value ($000) $4 Shares 700 Est. Cost $4.47 Unrealized +66.2%
FNV FRANCO NEVADA CORP 0.0%
Value ($000) $4 Shares 25 Est. Cost $102.27 Unrealized +35.6%
FNF FIDELITY NATIONAL FINANCIAL INC 0.0%
Value ($000) $4 Shares 100 Est. Cost $20.77 Unrealized +68.5%
ING ING GROEP N.V. 0.0%
Value ($000) $4 Shares 266 Est. Cost $15.66 Unrealized
HP HELMERICH & PAYNE INC 0.0%
Value ($000) $4 Shares 112 Est. Cost $57.38 Unrealized -48.7%
VISTA OUTDOOR INC COM 0.0%
Value ($000) $4 Shares 92 Est. Cost $21.74 Unrealized
LITE LUMENTUM HLDGS INC 0.0%
Value ($000) $4 Shares 44 Est. Cost $49.24 Unrealized +70.7%
PHYSICIANS RLTY TR 0.0%
Value ($000) $4 Shares 225 Est. Cost $17.78 Unrealized
IYE ISHARES US ENERGY (MKT) 0.0%
Value ($000) $4 Shares 142 Est. Cost $25.62 Unrealized
BTG B2GOLD CORP 0.0%
Value ($000) $4 Shares 1,000 Est. Cost $2.36 Unrealized +70.7%
REZI RESIDEO TECHNOLOGIES INC COM 0.0%
Value ($000) $3 Shares 112 Est. Cost $18.67 Unrealized +58.6%
ARGO GROUP INTL HLDGS LTD 0.0%
Value ($000) $3 Shares 50 Est. Cost $60.00 Unrealized
WB WEIBO CORP SPONSORED ADR 0.0%
Value ($000) $3 Shares 55 Est. Cost $36.36 Unrealized
OSISKO GOLD ROYALTIES LTD 0.0%
Value ($000) $3 Shares 250 Est. Cost $12.80 Unrealized
PAAS PAN AMERICAN SILVER CORP 0.0%
Value ($000) $3 Shares 100 Est. Cost $32.22 Unrealized 0.0%
MKC MCCORMICK & CO INC 0.0%
Value ($000) $3 Shares 32 Est. Cost $69.22 Unrealized +16.6%
MRTN MARTEN TRANS LTD 0.0%
Value ($000) $3 Shares 200 Est. Cost $15.32 Unrealized +1.2%
M MACY'S INC 0.0%
Value ($000) $3 Shares 132 Est. Cost $34.72 Unrealized -48.9%
LULU LULULEMON ATHLETICA INC 0.0%
Value ($000) $3 Shares 8 Est. Cost $347.27 Unrealized -5.2%
SANDSTORM GOLD LTD COM 0.0%
Value ($000) $3 Shares 400 Est. Cost $5.00 Unrealized
RNG RINGCNETRAL INC 0.0%
Value ($000) $3 Shares 11 Est. Cost $285.40 Unrealized 0.0%
EQT EQT CORPORATION 0.0%
Value ($000) $3 Shares 148 Est. Cost $34.21 Unrealized -44.6%
STEELCASE INC 0.0%
Value ($000) $3 Shares 200 Est. Cost $15.00 Unrealized
NCLH NORWEGIAN CRUISE LINE HLDGS LTD 0.0%
Value ($000) $3 Shares 100 Est. Cost $30.14 Unrealized 0.0%
FTV FORTIVE CORP COM 0.0%
Value ($000) $3 Shares 50 Est. Cost $52.84 Unrealized 0.0%
HILL-ROM HOLDINGS INC 0.0%
Value ($000) $3 Shares 30 Est. Cost $100.00 Unrealized
BHF BRIGHTHOUSE FINL INC 0.0%
Value ($000) $2 Shares 38 Est. Cost $50.71 Unrealized -7.3%
HL HECLA MINING CO. 0.0%
Value ($000) $2 Shares 310 Est. Cost $2.94 Unrealized +149.6%
BROOKFIELD ASSET MGMT REINS PA 0.0%
Value ($000) $2 Shares 34 Est. Cost $58.82 Unrealized
APA APA CORPORATION 0.0%
Value ($000) $2 Shares 100 Est. Cost $16.01 Unrealized +12.7%
OPLN KAR AUCTION SVCS INC COM 0.0%
Value ($000) $2 Shares 100 Est. Cost $17.90 Unrealized -5.4%
EIX EDISON INTERNATIONAL 0.0%
Value ($000) $2 Shares 32 Est. Cost $42.16 Unrealized +11.9%
KSS KOHLS CORP 0.0%
Value ($000) $2 Shares 38 Est. Cost $46.93 Unrealized +22.5%
FE FIRSTENERGY CORP 0.0%
Value ($000) $2 Shares 55 Est. Cost $25.61 Unrealized +20.3%
BEN FRANKLIN RESOURCES INC 0.0%
Value ($000) $2 Shares 60 Est. Cost $25.70 Unrealized 0.0%
GORO GOLD RESOURCE CORP 0.0%
Value ($000) $2 Shares 600 Est. Cost $3.91 Unrealized -29.2%
ACA ARCOSA INC 0.0%
Value ($000) $2 Shares 36 Est. Cost $26.73 Unrealized +128.1%
CDE COEUR MINING INC 0.0%
Value ($000) $2 Shares 250 Est. Cost $7.84 Unrealized +22.9%
CLH CLEAN HARBORS INC 0.0%
Value ($000) $1 Shares 12 Est. Cost $81.27 Unrealized +11.8%
ASIX ADVANSIX INC COM 0.0%
Value ($000) $1 Shares 17 Est. Cost $15.66 Unrealized +75.2%
EQUITRANS MIDSTREAM CORPORATIO 0.0%
Value ($000) $1 Shares 118 Est. Cost $16.95 Unrealized
NRG NRG ENERGY INC 0.0%
Value ($000) $1 Shares 34 Est. Cost $13.16 Unrealized +141.2%
NGD NEW GOLD INC 0.0%
Value ($000) $1 Shares 600 Est. Cost $3.36 Unrealized -43.9%
GOLDEN STAR RED LTD CDA 0.0%
Value ($000) $1 Shares 500 Est. Cost $4.00 Unrealized
AXS AXIS CAPITAL HOLDINGS LTD 0.0%
Value ($000) $1 Shares 27 Est. Cost $46.61 Unrealized +0.9%
PCG PG&E CORP 0.0%
Value ($000) $1 Shares 100 Est. Cost $49.35 Unrealized -78.5%
TBT PROSHARES ULTRASHORT 20 YEAR 0.0%
Value ($000) $1 Shares 75 Est. Cost $40.00 Unrealized
DOC HEALTHPEAK PPTYS INC COM 0.0%
Value ($000) $1 Shares 45 Est. Cost $23.91 Unrealized +9.6%
TURQUOISE HILL RES LTD 0.0%
Value ($000) $1 Shares 75 Est. Cost Unrealized
BLACKROCK CORPOR HI YLD FD INC 0.0%
Value ($000) $0 Shares 61 Est. Cost $16.39 Unrealized
IBB ISHARES NASDAQ BIOTECHNOLOGY 0.0%
Value ($000) $0 Shares 1 Est. Cost $107.93 Unrealized
VNT VONTIER CORPORATION 0.0%
Value ($000) $0 Shares 20 Est. Cost $32.94 Unrealized 0.0%
WP GLIMCHER INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost Unrealized
LEN/B LENNAR CORP 0.0%
Value ($000) $0 Shares 1 Est. Cost $41.52 Unrealized +67.9%
YRD YIREN DIGITAL LTD 0.0%
Value ($000) $0 Shares 160 Est. Cost Unrealized
WHITING PETROLEUM CORPORATION 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
XRX XEROX HOLDINGS CORP 0.0%
Value ($000) $0 Shares 25 Est. Cost $21.15 Unrealized +14.3%
SABR SABRE CORP 0.0%
Value ($000) $0 Shares 72 Est. Cost $22.31 Unrealized -37.0%
AMR ALPHA METALLURGICAL RESOUR 0.0%
Value ($000) $0 Shares 24 Est. Cost $13.54 Unrealized +20.5%
CNDT CONDUENT INC COM 0.0%
Value ($000) $0 Shares 20 Est. Cost $4.17 Unrealized +74.7%
FOXA FOX CORP 0.0%
Value ($000) $0 Shares 5 Est. Cost $35.41 Unrealized -0.2%
AVNS AVANOS MED INC COM 0.0%
Value ($000) $0 Shares 9 Est. Cost $62.61 Unrealized -34.0%
GTX GARRETT MOTION INC COM 0.0%
Value ($000) $0 Shares 67 Est. Cost $6.62 Unrealized 0.0%