Royal Fund Management, LLC Diversified Active

CIK: 0001810099 · Show all filings

Period: Q1 2018 (← Previous) (Next →)

Filing Date: May 7, 2020

Total Value ($000): $273,832 (100.0% shares, 0.0% debt)

Holdings (578)

ABBV ABBVIE INC COM 4.7%
Value ($000) $12,868 Shares 135,958 Est. Cost $42.17 Unrealized +86.2%
T AT&T INC COM 4.2%
Value ($000) $11,376 Shares 319,130 Est. Cost $15.54 Unrealized +1.7%
IP INTERNATIONAL PAPER CO COM 3.8%
Value ($000) $10,439 Shares 195,387 Est. Cost $31.89 Unrealized +23.0%
IBM INTERNATIONAL BUS MACH CORP COM 3.1%
Value ($000) $8,543 Shares 55,681 Est. Cost $102.63 Unrealized +4.6%
DEO DIAGEO ADR SPONSORED 3.1%
Value ($000) $8,539 Shares 63,063 Est. Cost $104.56 Unrealized
MSFT MICROSOFT CORP COM 3.1%
Value ($000) $8,529 Shares 93,459 Est. Cost $54.39 Unrealized +55.0%
GRMN GARMIN LTD COM 3.0%
Value ($000) $8,302 Shares 140,885 Est. Cost $42.18 Unrealized +19.9%
CSCO CISCO SYSTEMS INC COM 3.0%
Value ($000) $8,102 Shares 188,902 Est. Cost $23.90 Unrealized +40.0%
NVS NOVARTIS AG ADR SPONSORED 2.9%
Value ($000) $7,919 Shares 97,955 Est. Cost $75.09 Unrealized
XOM EXXON MOBIL CORPORATION COM 2.7%
Value ($000) $7,261 Shares 97,322 Est. Cost $57.81 Unrealized -3.6%
PSX PHILLIPS 66 COM 2.6%
Value ($000) $7,111 Shares 74,136 Est. Cost $58.05 Unrealized +23.1%
AMGN AMGEN INC COM 2.4%
Value ($000) $6,631 Shares 38,898 Est. Cost $144.42 Unrealized +0.0%
VLO VALERO ENERGY CORP COM 2.4%
Value ($000) $6,469 Shares 69,732 Est. Cost $48.76 Unrealized +39.8%
DUK DUKE ENERGY CORP COM 2.0%
Value ($000) $5,611 Shares 72,429 Est. Cost $57.49 Unrealized -2.5%
SYY SYSCO CORP COM 2.0%
Value ($000) $5,497 Shares 91,686 Est. Cost $40.96 Unrealized +20.2%
INTC INTEL CORP COM 2.0%
Value ($000) $5,401 Shares 103,716 Est. Cost $38.30 Unrealized +4.6%
VIG VANGUARD DIV APP ETF 1.7%
Value ($000) $4,621 Shares 45,734 Est. Cost $90.91 Unrealized
PAYX PAYCHEX INC COM 1.6%
Value ($000) $4,482 Shares 72,783 Est. Cost $45.97 Unrealized +13.9%
GM GENERAL MOTORS CO COM 1.6%
Value ($000) $4,374 Shares 120,366 Est. Cost $28.67 Unrealized +24.6%
KO COCA-COLA CO COM 1.6%
Value ($000) $4,344 Shares 100,045 Est. Cost $31.21 Unrealized +12.3%
DRI DARDEN RESTAURANTS INC COM 1.6%
Value ($000) $4,282 Shares 50,236 Est. Cost $53.91 Unrealized +41.2%
SPYM SPDR SERIES TRUST PORTFOLIO S&P 500 ETF 1.6%
Value ($000) $4,268 Shares 137,964 Est. Cost $31.06 Unrealized
VYM VANGUARD HIGH DIV YLD ETF 1.5%
Value ($000) $4,093 Shares 49,623 Est. Cost $78.29 Unrealized
VTI VANGUARD TOTAL STK MKT ETF 1.5%
Value ($000) $4,076 Shares 30,037 Est. Cost $123.03 Unrealized
VEA VANGUARD FTSE DEV MKT ETF 1.5%
Value ($000) $4,038 Shares 91,256 Est. Cost $41.93 Unrealized
VTV VANGUARD VALUE ETF 1.4%
Value ($000) $3,901 Shares 37,813 Est. Cost $96.33 Unrealized
MO ALTRIA GROUP INC COM 1.4%
Value ($000) $3,829 Shares 61,456 Est. Cost $34.46 Unrealized +6.1%
KHC KRAFT HEINZ CO COM 1.3%
Value ($000) $3,669 Shares 58,910 Est. Cost $55.08 Unrealized -11.1%
EMR EMERSON ELECTRIC CO COM 1.3%
Value ($000) $3,660 Shares 53,591 Est. Cost $49.04 Unrealized +20.3%
QTEC FIRST TRUST PORTFOLIOS SHS ETF 1.1%
Value ($000) $3,085 Shares 40,594 Est. Cost $74.79 Unrealized
PG PROCTER & GAMBLE CO COM 1.1%
Value ($000) $3,041 Shares 38,362 Est. Cost $67.08 Unrealized +1.2%
VB VANGUARD SMALL CP ETF 1.0%
Value ($000) $2,760 Shares 18,789 Est. Cost $135.17 Unrealized
VO VANGUARD MID CAP ETF 1.0%
Value ($000) $2,753 Shares 17,856 Est. Cost $140.62 Unrealized
BA BOEING CO COM 1.0%
Value ($000) $2,736 Shares 8,346 Est. Cost $135.00 Unrealized +139.2%
SPYV SPDR SERIES TRUST PRTFLO S&P500 VL ETF 1.0%
Value ($000) $2,643 Shares 89,917 Est. Cost $29.65 Unrealized
MDYG SPDR SERIES TRUST S&P 400 MDCP GRW ETF 0.8%
Value ($000) $2,193 Shares 13,931 Est. Cost $156.14 Unrealized
CF CF INDUSTRIES HOLDINGS INC COM 0.8%
Value ($000) $2,181 Shares 57,823 Est. Cost $25.12 Unrealized +33.0%
GILD GILEAD SCIENCES INC COM 0.8%
Value ($000) $2,087 Shares 27,694 Est. Cost $58.57 Unrealized +0.6%
DLR DIGITAL REALTY TRUST INC COM 0.8%
Value ($000) $2,073 Shares 19,678 Est. Cost $82.88 Unrealized -3.4%
LAMR LAMAR ADVERTISING CO CL A 0.7%
Value ($000) $1,883 Shares 29,590 Est. Cost $67.84 Unrealized
SPSM SPDR SERIES TRUST PORTFOLIO S&P 600 SM CAP ETF 0.6%
Value ($000) $1,744 Shares 58,299 Est. Cost $29.94 Unrealized
TMUS T-MOBILE US INC COM 0.6%
Value ($000) $1,691 Shares 27,714 Est. Cost $60.59 Unrealized -0.2%
DNL WISDOMTREE TRUST GLB US QTLY DIV ETF 0.6%
Value ($000) $1,680 Shares 28,215 Est. Cost $59.52 Unrealized
GLOF ISHARES TRUST MULTIFACTOR GLBL ETF 0.6%
Value ($000) $1,662 Shares 53,777 Est. Cost $30.88 Unrealized
MTUM ISHARES TRUST USA MOMENTUM FCT ETF 0.6%
Value ($000) $1,659 Shares 15,669 Est. Cost $105.74 Unrealized
XSOE WISDOMTREE TRUST EM EX ST-OWNED ETF 0.6%
Value ($000) $1,654 Shares 51,153 Est. Cost $32.31 Unrealized
QUS SPDR SERIES TRUST MSCI USA STRTGIC ETF 0.6%
Value ($000) $1,643 Shares 21,497 Est. Cost $76.44 Unrealized
FXZ FIRST TRUST EXCH TRADED FUND 2 MATERIALS ALPH ETF 0.6%
Value ($000) $1,567 Shares 37,168 Est. Cost $42.84 Unrealized
WMT WALMART INC COM 0.6%
Value ($000) $1,529 Shares 17,187 Est. Cost $19.91 Unrealized +42.3%
STORE CAP CORP COM 0.5%
Value ($000) $1,499 Shares 60,433 Est. Cost $24.86 Unrealized
SPYG SPDR SERIES TRUST PRTFLO S&P500 GW ETF 0.5%
Value ($000) $1,377 Shares 41,095 Est. Cost $33.70 Unrealized
SPMD SPDR SERIES TRUST PORTFOLIO S&P 400 MID CAP ETF 0.5%
Value ($000) $1,344 Shares 40,550 Est. Cost $33.20 Unrealized
SLYV SPDR SERIES TRUST S&P 600 SMCP VAL ETF 0.5%
Value ($000) $1,310 Shares 10,614 Est. Cost $124.69 Unrealized
FPE FIRST TRUST EXCHANGE-TRADED FU PFD SECS INC ETF 0.5%
Value ($000) $1,299 Shares 66,801 Est. Cost $19.79 Unrealized
ELD WISDOMTREE TRUST EM LCL DEBT FD ETF 0.5%
Value ($000) $1,278 Shares 32,523 Est. Cost $39.13 Unrealized
VZ VERIZON COMMUNICATIONS COM 0.4%
Value ($000) $1,186 Shares 24,811 Est. Cost $31.12 Unrealized +6.1%
MKL MARKEL CORP COM 0.4%
Value ($000) $1,045 Shares 893 Est. Cost $992.61 Unrealized +13.4%
BWX SPDR SERIES TRUST BLOMBERG INTL TR ETF 0.4%
Value ($000) $1,009 Shares 34,223 Est. Cost $28.49 Unrealized
MAR MARRIOTT INTERNATIONAL INC COM CL A 0.3%
Value ($000) $939 Shares 6,908 Est. Cost $70.68 Unrealized +85.7%
AAPL APPLE INC COM 0.3%
Value ($000) $884 Shares 5,271 Est. Cost $29.91 Unrealized +35.1%
QCOM QUALCOMM INC COM 0.3%
Value ($000) $863 Shares 15,580 Est. Cost $47.04 Unrealized +10.3%
FXD FIRST TRUST EXCH TRADED FUND 2 CONSUMR DISCRE ETF 0.3%
Value ($000) $849 Shares 20,711 Est. Cost $40.64 Unrealized
PFE PFIZER INC COM 0.3%
Value ($000) $809 Shares 22,800 Est. Cost $20.50 Unrealized +18.2%
WISDOMTREE TRUST FLOATNG RAT TREA ETF 0.3%
Value ($000) $804 Shares 32,041 Est. Cost $25.09 Unrealized
FXO FIRST TRUST EXCH TRADED FUND 2 FINLS ALPHADEX ETF 0.3%
Value ($000) $754 Shares 24,316 Est. Cost $30.84 Unrealized
CVX CHEVRON CORPORATION COM 0.3%
Value ($000) $744 Shares 6,528 Est. Cost $77.83 Unrealized +9.3%
FXR FIRST TRUST EXCH TRADED FUND 2 INDLS PROD DUR ETF 0.3%
Value ($000) $733 Shares 18,539 Est. Cost $39.95 Unrealized
FXL FIRST TRUST EXCH TRADED FUND 2 TECH ALPHADEX ETF 0.3%
Value ($000) $731 Shares 13,296 Est. Cost $52.37 Unrealized
PPL PPL CORP COM 0.2%
Value ($000) $635 Shares 22,479 Est. Cost $22.28 Unrealized -6.3%
ED CONSOLIDATED EDISON INC COM 0.2%
Value ($000) $631 Shares 8,097 Est. Cost $52.05 Unrealized +12.3%
SANDY SPRING BANCORP INC COM 0.2%
Value ($000) $589 Shares 15,215 Est. Cost $39.97 Unrealized
IWO ISHARES TRUST RUS 2000 GRW ETF 0.2%
Value ($000) $568 Shares 2,985 Est. Cost $169.15 Unrealized
USB US BANCORP COM 0.2%
Value ($000) $544 Shares 10,786 Est. Cost $39.92 Unrealized 0.0%
PEP PEPSICO INC COM 0.2%
Value ($000) $530 Shares 4,857 Est. Cost $82.63 Unrealized +8.0%
IWN ISHARES TRUST RUS 2000 VAL ETF 0.2%
Value ($000) $524 Shares 4,307 Est. Cost $121.59 Unrealized
BIL SPDR SERIES TRUST SPDR BLOOMBERG ETF 0.2%
Value ($000) $513 Shares 5,611 Est. Cost $91.43 Unrealized
MCD MCDONALD'S CORPORATION COM 0.2%
Value ($000) $509 Shares 3,256 Est. Cost $95.01 Unrealized +43.8%
LVS LAS VEGAS SANDS CORP COM 0.2%
Value ($000) $495 Shares 6,889 Est. Cost $58.98 Unrealized +5.8%
WFC WELLS FARGO & COMPANY COM 0.2%
Value ($000) $476 Shares 9,089 Est. Cost $40.75 Unrealized +17.1%
META FACEBOOK INC COM CL A 0.2%
Value ($000) $475 Shares 2,975 Est. Cost $135.57 Unrealized +31.5%
FTSM FIRST TR EXCHANGE TRADED FD IV FIRST TR ENH NEW ETF 0.2%
Value ($000) $463 Shares 7,724 Est. Cost $59.94 Unrealized
FCVT FIRST TR EXCHANGE TRADED FD IV SSI STRG ETF 0.2%
Value ($000) $429 Shares 14,699 Est. Cost $29.19 Unrealized
VT VANGUARD TT WRLD ST ETF 0.2%
Value ($000) $419 Shares 5,692 Est. Cost $67.23 Unrealized
MGK VANGUARD MEGA GRWTH IND ETF 0.2%
Value ($000) $413 Shares 3,687 Est. Cost $98.52 Unrealized
IWF ISHARES TRUST RUS 1000 GRW ETF 0.1%
Value ($000) $405 Shares 2,983 Est. Cost $117.86 Unrealized
VWO VANGUARD FTSE EMR MKT ETF 0.1%
Value ($000) $398 Shares 8,487 Est. Cost $40.75 Unrealized
HD HOME DEPOT INC COM 0.1%
Value ($000) $384 Shares 2,154 Est. Cost $108.11 Unrealized +43.1%
EFG ISHARES TRUST EAFE GRWTH ETF 0.1%
Value ($000) $381 Shares 4,753 Est. Cost $76.03 Unrealized
IWD ISHARES TRUST RUS 1000 VAL ETF 0.1%
Value ($000) $377 Shares 3,146 Est. Cost $116.39 Unrealized
ALLETE INC COM 0.1%
Value ($000) $374 Shares 5,181 Est. Cost $64.08 Unrealized
DIS WALT DISNEY COMPANY (THE) COM 0.1%
Value ($000) $369 Shares 3,683 Est. Cost $93.53 Unrealized +7.9%
F FORD MOTOR CO COM 0.1%
Value ($000) $356 Shares 32,156 Est. Cost $7.46 Unrealized +0.3%
BTI BRITISH AMERICAN TOBACCO ADR SPONSORED 0.1%
Value ($000) $338 Shares 5,867 Est. Cost $62.38 Unrealized
VECTOR GROUP COM 0.1%
Value ($000) $333 Shares 16,346 Est. Cost $21.97 Unrealized
JNJ JOHNSON & JOHNSON COM 0.1%
Value ($000) $329 Shares 2,575 Est. Cost $96.26 Unrealized +12.6%
WPC WP CAREY INC COM 0.1%
Value ($000) $318 Shares 5,143 Est. Cost $61.71 Unrealized
NSC NORFOLK SOUTHERN CORP COM 0.1%
Value ($000) $284 Shares 2,098 Est. Cost $83.99 Unrealized +46.1%
SLYG SPDR SERIES TRUST S&P 600 SMCP GRW ETF 0.1%
Value ($000) $276 Shares 1,188 Est. Cost $227.40 Unrealized
D DOMINION ENERGY INC COM 0.1%
Value ($000) $262 Shares 3,887 Est. Cost $49.43 Unrealized +5.1%
COP CONOCOPHILLIPS COM 0.1%
Value ($000) $252 Shares 4,260 Est. Cost $35.27 Unrealized +24.1%
CSX CSX CORP COM 0.1%
Value ($000) $250 Shares 4,502 Est. Cost $9.89 Unrealized +70.0%
BP BP ADR SPONSORED 0.1%
Value ($000) $246 Shares 6,071 Est. Cost $36.10 Unrealized
OHI OMEGA HEALTHCARE INVESTORS COM 0.1%
Value ($000) $245 Shares 9,097 Est. Cost $29.39 Unrealized
FCPT FOUR CORNERS PPTY TR INC COM 0.1%
Value ($000) $245 Shares 10,650 Est. Cost $21.03 Unrealized
IBND SPDR SERIES TRUST BLOMBRG BRC INTL ETF 0.1%
Value ($000) $245 Shares 6,807 Est. Cost $35.99 Unrealized
GLAXOSMITHKLINE ADR SPONSORED 0.1%
Value ($000) $244 Shares 6,267 Est. Cost $38.79 Unrealized
GENERAL ELECTRIC CO COM 0.1%
Value ($000) $239 Shares 17,755 Est. Cost $29.64 Unrealized
SLV ISHARES SILVER TRUST ISHARES ETF 0.1%
Value ($000) $239 Shares 15,552 Est. Cost $15.31 Unrealized
OXY OCCIDENTAL PETROLEUM CORP COM 0.1%
Value ($000) $238 Shares 3,676 Est. Cost $54.28 Unrealized +5.8%
ADVISORSHARES TRUST NEWFLT MULSINC ETF 0.1%
Value ($000) $238 Shares 4,969 Est. Cost $48.51 Unrealized
PM PHILIP MORRIS INTL INC COM 0.1%
Value ($000) $235 Shares 2,372 Est. Cost $60.76 Unrealized +13.1%
STWD STARWOOD PROPERTY TRUST INC COM 0.1%
Value ($000) $233 Shares 11,125 Est. Cost $21.97 Unrealized
MRK MERCK & CO INC COM 0.1%
Value ($000) $227 Shares 4,173 Est. Cost $44.52 Unrealized -5.1%
FDN FIRST TRUST EXCHANGE-TRADED FU DJ INTERNT IDX ETF 0.1%
Value ($000) $227 Shares 1,890 Est. Cost $81.06 Unrealized
SLB SCHLUMBERGER LIMITED COM 0.1%
Value ($000) $214 Shares 3,314 Est. Cost $61.50 Unrealized -9.4%
BHP BHP GROUP LTD ADR SPONSORED 0.1%
Value ($000) $214 Shares 4,817 Est. Cost $37.15 Unrealized
UPS UNITED PARCEL SERVICE INC COM CL B 0.1%
Value ($000) $214 Shares 2,048 Est. Cost $80.35 Unrealized +6.4%
RIO RIO TINTO ADR SPONSORED 0.1%
Value ($000) $208 Shares 4,037 Est. Cost $41.85 Unrealized
AME AMETEK INC COM 0.1%
Value ($000) $207 Shares 2,733 Est. Cost $44.86 Unrealized +60.4%
OMAB GRUPO AEROPORTUARIO DEL CENTRO ADR SPONSORED 0.1%
Value ($000) $200 Shares 5,093 Est. Cost $40.70 Unrealized
AMZN AMAZON COM INC COM 0.1%
Value ($000) $195 Shares 135 Est. Cost $58.44 Unrealized +22.4%
MMM 3M COMPANY COM 0.1%
Value ($000) $191 Shares 872 Est. Cost $112.49 Unrealized +33.5%
PENNS WOODS BANCORP INC COM 0.1%
Value ($000) $183 Shares 4,338 Est. Cost $46.33 Unrealized
IRM IRON MOUNTAIN INC COM 0.1%
Value ($000) $182 Shares 5,550 Est. Cost $21.50 Unrealized +1.2%
WMB WILLIAMS COMPANIES INC COM 0.1%
Value ($000) $182 Shares 7,335 Est. Cost $18.60 Unrealized +2.5%
TOTAL SA ADR SPONSORED 0.1%
Value ($000) $168 Shares 2,924 Est. Cost $50.52 Unrealized
SO SOUTHERN CO COM 0.1%
Value ($000) $155 Shares 3,476 Est. Cost $33.28 Unrealized -3.4%
PEG PUBLIC SERVICE ENTERPRISE GRP COM 0.1%
Value ($000) $153 Shares 3,061 Est. Cost $31.17 Unrealized +20.5%
BAC BANK OF AMERICA CORPORATION COM 0.1%
Value ($000) $149 Shares 4,998 Est. Cost $22.71 Unrealized +14.7%
ROYAL DUTCH SHELL ADR SPONSORED 0.1%
Value ($000) $147 Shares 2,314 Est. Cost $53.62 Unrealized
ABIOMED INC COM 0.1%
Value ($000) $145 Shares 500 Est. Cost $112.00 Unrealized
CMCSA COMCAST CORP COM CL A 0.1%
Value ($000) $143 Shares 4,187 Est. Cost $30.89 Unrealized +2.9%
SBUX STARBUCKS CORP COM 0.0%
Value ($000) $136 Shares 2,357 Est. Cost $45.73 Unrealized +6.5%
YUM YUM BRANDS INC COM 0.0%
Value ($000) $136 Shares 1,601 Est. Cost $53.76 Unrealized +32.1%
AMERICA MOVIL SAB DE CV ADR SPONSORED 0.0%
Value ($000) $126 Shares 6,640 Est. Cost $12.50 Unrealized
GOOGL ALPHABET INC COM CL A 0.0%
Value ($000) $123 Shares 119 Est. Cost $42.82 Unrealized +28.5%
GOOG ALPHABET INC COM CL C 0.0%
Value ($000) $120 Shares 117 Est. Cost $39.66 Unrealized +38.1%
GD GENERAL DYNAMICS CORP COM 0.0%
Value ($000) $120 Shares 546 Est. Cost $137.69 Unrealized +32.2%
GLD SPDR GOLD TRUST GOLD SHS ETF 0.0%
Value ($000) $118 Shares 941 Est. Cost $115.61 Unrealized
SHW SHERWIN-WILLIAMS CO COM 0.0%
Value ($000) $116 Shares 296 Est. Cost $81.37 Unrealized +56.2%
HUM HUMANA INC COM 0.0%
Value ($000) $115 Shares 430 Est. Cost $210.64 Unrealized +20.2%
FXG FIRST TRUST EXCH TRADED FUND 2 CONSUMR STAPLE ETF 0.0%
Value ($000) $114 Shares 2,450 Est. Cost $45.67 Unrealized
FDX FEDEX CORP COM 0.0%
Value ($000) $114 Shares 475 Est. Cost $167.61 Unrealized +31.6%
ALGN ALIGN TECHNOLOGY INC COM 0.0%
Value ($000) $114 Shares 456 Est. Cost $108.43 Unrealized +136.9%
ELV ANTHEM INC COM 0.0%
Value ($000) $112 Shares 511 Est. Cost $191.44 Unrealized +10.6%
ENB ENBRIDGE INC COM 0.0%
Value ($000) $112 Shares 3,586 Est. Cost $24.49 Unrealized -12.2%
EOG EOG RESOURCES INC COM 0.0%
Value ($000) $108 Shares 1,034 Est. Cost $72.70 Unrealized +11.2%
MARATHON OIL CORPORATION COM 0.0%
Value ($000) $108 Shares 6,702 Est. Cost $16.84 Unrealized
FXU FIRST TRUST EXCH TRADED FUND 2 UTILITIES ALPH ETF 0.0%
Value ($000) $107 Shares 4,243 Est. Cost $26.63 Unrealized
BABA ALIBABA GROUP HOLDING LTD ADR SPONSORED 0.0%
Value ($000) $106 Shares 579 Est. Cost $138.20 Unrealized
INTU INTUIT INC COM 0.0%
Value ($000) $102 Shares 591 Est. Cost $124.47 Unrealized +28.1%
DNP SELECT INCOME FUND INC COM 0.0%
Value ($000) $101 Shares 9,906 Est. Cost $10.53 Unrealized
BRK/B BERKSHIRE HATHAWAY INC COM CL B 0.0%
Value ($000) $101 Shares 510 Est. Cost $167.85 Unrealized +22.3%
KMB KIMBERLY CLARK CORP COM 0.0%
Value ($000) $97 Shares 889 Est. Cost $84.54 Unrealized +2.0%
CAT CATERPILLAR INC COM 0.0%
Value ($000) $94 Shares 639 Est. Cost $82.90 Unrealized +60.5%
LMT LOCKHEED MARTIN CORP COM 0.0%
Value ($000) $92 Shares 273 Est. Cost $206.30 Unrealized +33.5%
IVW ISHARES TRUST S&P 500 GRWT ETF 0.0%
Value ($000) $91 Shares 589 Est. Cost $151.15 Unrealized
PRU PRUDENTIAL FINANCIAL INC COM 0.0%
Value ($000) $90 Shares 875 Est. Cost $67.22 Unrealized +14.7%
CENTURYLINK INC COM 0.0%
Value ($000) $90 Shares 5,510 Est. Cost $22.67 Unrealized
JPM JP MORGAN CHASE & CO COM 0.0%
Value ($000) $88 Shares 806 Est. Cost $71.23 Unrealized +28.4%
FVD FIRST TST VALUE LI SHS ETF 0.0%
Value ($000) $86 Shares 2,910 Est. Cost $28.18 Unrealized
CWB SPDR SERIES TRUST BLMBRG BRC CNVRT ETF 0.0%
Value ($000) $84 Shares 1,637 Est. Cost $50.54 Unrealized
VAC MARRIOTT VACATIONS WORLDWIDE C COM 0.0%
Value ($000) $84 Shares 631 Est. Cost $75.27 Unrealized +87.8%
CIMAREX ENERGY CO COM 0.0%
Value ($000) $82 Shares 883 Est. Cost $132.01 Unrealized
DTE DTE ENERGY CO COM 0.0%
Value ($000) $81 Shares 785 Est. Cost $59.35 Unrealized +13.3%
UFCS UNITED FIRE GROUP INC COM 0.0%
Value ($000) $81 Shares 1,697 Est. Cost $44.40 Unrealized +1.3%
HTGC HERCULES CAPITAL INC COM 0.0%
Value ($000) $79 Shares 6,597 Est. Cost $12.54 Unrealized 0.0%
HEALTHCARE TRUST OF AMERICA IN CL A NEW 0.0%
Value ($000) $79 Shares 3,018 Est. Cost $29.33 Unrealized
RETAIL PROP OF AMERICA INC CL A 0.0%
Value ($000) $77 Shares 6,660 Est. Cost $15.32 Unrealized
WM WASTE MANAGEMENT INC COM 0.0%
Value ($000) $77 Shares 920 Est. Cost $57.95 Unrealized +29.2%
KMI KINDER MORGAN INC COM 0.0%
Value ($000) $76 Shares 5,080 Est. Cost $12.88 Unrealized -14.0%
COLUMBIA PROPERTY TRUST INC COM NEW 0.0%
Value ($000) $73 Shares 3,577 Est. Cost $21.47 Unrealized
IVV ISHARES TRUST CORE S&P500 ETF 0.0%
Value ($000) $72 Shares 275 Est. Cost $252.87 Unrealized
DVN DEVON ENERGY CORP COM 0.0%
Value ($000) $71 Shares 2,249 Est. Cost $30.97 Unrealized -15.8%
DAL DELTA AIR LINES INC COM 0.0%
Value ($000) $70 Shares 1,286 Est. Cost $45.54 Unrealized +11.4%
NUVEEN INSD TAX-FREE ADVANTAGE COM 0.0%
Value ($000) $67 Shares 5,225 Est. Cost $13.29 Unrealized
REG REGENCY CENTERS CORP COM 0.0%
Value ($000) $67 Shares 1,148 Est. Cost $48.09 Unrealized -8.9%
ET ENERGY TRANSFER LP COM UT LTD PTN 0.0%
Value ($000) $66 Shares 4,672 Est. Cost $15.13 Unrealized
DE DEERE & CO COM 0.0%
Value ($000) $65 Shares 419 Est. Cost $104.46 Unrealized +37.8%
YUMC YUM CHINA HOLDINGS INC COM 0.0%
Value ($000) $64 Shares 1,559 Est. Cost $26.68 Unrealized +61.2%
IHF ISHARES TRUST US HLTHCR PR ETF 0.0%
Value ($000) $63 Shares 404 Est. Cost $123.76 Unrealized
CBRL CRACKER BARREL OLD COM 0.0%
Value ($000) $63 Shares 400 Est. Cost $103.05 Unrealized +15.8%
CCL CARNIVAL CORP UNITS 0.0%
Value ($000) $60 Shares 923 Est. Cost $47.85 Unrealized +31.2%
JOHN HANCOCK PFD INCOME FUND I COM 0.0%
Value ($000) $59 Shares 2,950 Est. Cost $20.14 Unrealized
CAG CONAGRA BRANDS INC COM 0.0%
Value ($000) $59 Shares 1,618 Est. Cost $26.85 Unrealized +1.4%
BMY BRISTOL-MYERS SQUIBB CO COM 0.0%
Value ($000) $59 Shares 935 Est. Cost $43.57 Unrealized +10.4%
LLY ELI LILLY AND COMPANY COM 0.0%
Value ($000) $58 Shares 751 Est. Cost $64.22 Unrealized +11.7%
XEL XCEL ENERGY INC COM 0.0%
Value ($000) $54 Shares 1,206 Est. Cost $35.17 Unrealized -0.6%
VOO VANGUARD S&P 500 ETF SHS 0.0%
Value ($000) $54 Shares 225 Est. Cost $224.30 Unrealized
ALL ALLSTATE CORP COM 0.0%
Value ($000) $52 Shares 554 Est. Cost $63.46 Unrealized +27.2%
ARCC ARES CAPITAL CORP COM 0.0%
Value ($000) $51 Shares 3,263 Est. Cost $7.47 Unrealized +0.0%
FIRST CONSTITUTION BANCORP COM 0.0%
Value ($000) $51 Shares 2,348 Est. Cost $21.72 Unrealized
PSK SPDR SERIES TRUST WELLS FG PFD ETF 0.0%
Value ($000) $48 Shares 1,119 Est. Cost $43.95 Unrealized
EXEL EXELIXIS INC COM 0.0%
Value ($000) $48 Shares 2,190 Est. Cost $27.64 Unrealized 0.0%
ES EVERSOURCE ENERGY COM 0.0%
Value ($000) $46 Shares 786 Est. Cost $40.32 Unrealized +11.3%
VOD VODAFONE GROUP ADR SPONSORED 0.0%
Value ($000) $46 Shares 1,671 Est. Cost $26.39 Unrealized
PDM PIEDMONT OFFICE REALTY TRUST I COM CL A 0.0%
Value ($000) $46 Shares 2,624 Est. Cost $20.58 Unrealized
O REALTY INCOME CORP COM 0.0%
Value ($000) $45 Shares 887 Est. Cost $36.35 Unrealized -6.1%
ADM ARCHER-DANIELS-MIDLAND CO COM 0.0%
Value ($000) $45 Shares 1,038 Est. Cost $33.77 Unrealized -1.2%
IWM ISHARES TRUST RUSSELL 2000 ETF 0.0%
Value ($000) $45 Shares 297 Est. Cost $151.48 Unrealized
TMO THERMO FISHER SCIENTIFIC INC COM 0.0%
Value ($000) $45 Shares 219 Est. Cost $148.03 Unrealized +38.8%
KELLOGG COMPANY COM 0.0%
Value ($000) $44 Shares 688 Est. Cost $48.86 Unrealized -3.2%
APLE APPLE HOSPITALITY REIT INC COM NEW 0.0%
Value ($000) $44 Shares 2,552 Est. Cost $19.94 Unrealized
AVA AVISTA CORP COM 0.0%
Value ($000) $44 Shares 875 Est. Cost $36.12 Unrealized 0.0%
EXC EXELON CORP COM 0.0%
Value ($000) $44 Shares 1,132 Est. Cost $17.49 Unrealized +17.4%
WDFC WD-40 CO COM 0.0%
Value ($000) $42 Shares 320 Est. Cost $95.11 Unrealized +17.5%
NVDA NVIDIA CORP COM 0.0%
Value ($000) $42 Shares 183 Est. Cost $4.13 Unrealized +40.9%
WDC WESTERN DIGITAL CORP COM 0.0%
Value ($000) $42 Shares 459 Est. Cost $59.34 Unrealized +3.7%
GABELLI DIVID & INCOME TR COM 0.0%
Value ($000) $41 Shares 1,890 Est. Cost $21.69 Unrealized
COST COSTCO WHOLESALE CORP COM 0.0%
Value ($000) $40 Shares 215 Est. Cost $141.58 Unrealized +19.5%
NEE NEXTERA ENERGY INC COM 0.0%
Value ($000) $40 Shares 248 Est. Cost $24.30 Unrealized +30.5%
MA MASTERCARD INCORPORATED COM CL A 0.0%
Value ($000) $40 Shares 229 Est. Cost $110.27 Unrealized +48.5%
PSA PUBLIC STORAGE COM 0.0%
Value ($000) $39 Shares 196 Est. Cost $146.80 Unrealized -4.0%
PYPL PAYPAL HOLDINGS INC COM 0.0%
Value ($000) $38 Shares 509 Est. Cost $40.10 Unrealized +97.3%
TRGP TARGA RESOURCES CORPORATION COM 0.0%
Value ($000) $38 Shares 884 Est. Cost $35.47 Unrealized 0.0%
WERN WERNER ENTERPRISES INC COM 0.0%
Value ($000) $38 Shares 1,052 Est. Cost $25.77 Unrealized +51.0%
WALGREENS BOOTS ALLIANCE INC COM 0.0%
Value ($000) $37 Shares 577 Est. Cost $75.71 Unrealized
PVH PVH CORPORATION COM 0.0%
Value ($000) $37 Shares 250 Est. Cost $105.68 Unrealized +36.4%
CVS CVS HEALTH CORPORATION COM 0.0%
Value ($000) $37 Shares 601 Est. Cost $55.90 Unrealized -0.1%
DLX DELUXE CORP COM 0.0%
Value ($000) $37 Shares 510 Est. Cost $45.58 Unrealized +12.6%
RHP RYMAN HOSPITALITY PPTYS INC COM 0.0%
Value ($000) $36 Shares 476 Est. Cost $62.42 Unrealized
FS KKR CAPITAL CORP COM 0.0%
Value ($000) $36 Shares 5,094 Est. Cost $10.21 Unrealized
BNS BANK OF NOVA SCOTIA COM 0.0%
Value ($000) $36 Shares 590 Est. Cost $34.36 Unrealized +22.0%
ORI OLD REPUBLIC INTL CORP COM 0.0%
Value ($000) $36 Shares 1,693 Est. Cost $11.30 Unrealized 0.0%
TSLA TESLA INC COM 0.0%
Value ($000) $35 Shares 133 Est. Cost $14.11 Unrealized +55.9%
TIPX SPDR SERIES TRUST BLOMBERG 1 10 YR ETF 0.0%
Value ($000) $35 Shares 1,860 Est. Cost $19.24 Unrealized
RCL ROYAL CARIBBEAN CRUISES COM 0.0%
Value ($000) $35 Shares 300 Est. Cost $86.08 Unrealized +36.4%
IJR ISHARES TRUST CORE S&P SCP ETF 0.0%
Value ($000) $34 Shares 444 Est. Cost $74.24 Unrealized
WY WEYERHAEUSER COMPANY COM 0.0%
Value ($000) $34 Shares 980 Est. Cost $21.95 Unrealized +18.0%
CMS CMS ENERGY CORP COM 0.0%
Value ($000) $34 Shares 772 Est. Cost $31.22 Unrealized +11.3%
MFA FINANCIAL INC COM 0.0%
Value ($000) $34 Shares 4,636 Est. Cost $7.52 Unrealized
EPD ENTERPRISE PRODS PARTNERS L P COM UNITS REP LIM PART INT 0.0%
Value ($000) $34 Shares 1,394 Est. Cost $24.39 Unrealized
MPLX MPLX LP COM UNIT REP LTD 0.0%
Value ($000) $33 Shares 1,016 Est. Cost $32.48 Unrealized
MAGELLAN MIDSTREAM PARTNERS LP COM NPV 0.0%
Value ($000) $32 Shares 563 Est. Cost $56.84 Unrealized
UNP UNION PACIFIC CORP COM 0.0%
Value ($000) $32 Shares 242 Est. Cost $98.60 Unrealized +14.7%
AMER EQY INVEST LIFE HOLDING C COM 0.0%
Value ($000) $32 Shares 1,114 Est. Cost $22.88 Unrealized
HANCOCK (JOHN) BK&T SH BEN INT NEW 0.0%
Value ($000) $32 Shares 848 Est. Cost $38.92 Unrealized
ALLY ALLY FINANCIAL INC COM 0.0%
Value ($000) $32 Shares 1,200 Est. Cost $22.57 Unrealized 0.0%
MERIDIAN BIOSCIENCE INC COM COM 0.0%
Value ($000) $31 Shares 2,250 Est. Cost $17.33 Unrealized
VFH VANGUARD FINANCIALS ETF 0.0%
Value ($000) $31 Shares 447 Est. Cost $63.91 Unrealized
DISCOVER FINANCIAL SERVICES COM 0.0%
Value ($000) $31 Shares 444 Est. Cost $71.95 Unrealized
MPC MARATHON PETROLEUM CORP COM 0.0%
Value ($000) $31 Shares 425 Est. Cost $39.21 Unrealized +37.1%
LW LAMB WESTON HLDGS INC COM 0.0%
Value ($000) $31 Shares 539 Est. Cost $29.75 Unrealized +69.3%
FAST FASTENAL COM 0.0%
Value ($000) $29 Shares 532 Est. Cost $8.80 Unrealized +27.5%
ORCL ORACLE CORP COM 0.0%
Value ($000) $29 Shares 654 Est. Cost $42.58 Unrealized +3.9%
SKYY FIRST TRUST EXCH TRADED FUND 2 CLOUD COMPUTING ETF 0.0%
Value ($000) $29 Shares 600 Est. Cost $48.33 Unrealized
NUVEEN QUALITY PFD INCOME FUND COM 0.0%
Value ($000) $29 Shares 3,034 Est. Cost $9.29 Unrealized
HON HONEYWELL INTERNATIONAL INC COM 0.0%
Value ($000) $29 Shares 203 Est. Cost $91.21 Unrealized +28.8%
IDCC INTERDIGITAL INC COM 0.0%
Value ($000) $27 Shares 370 Est. Cost $80.20 Unrealized -4.5%
SRE SEMPRA ENERGY COM 0.0%
Value ($000) $27 Shares 250 Est. Cost $39.94 Unrealized +4.7%
XLV SELECT SECTOR SPDR TRUST SBI HEALTHCARE ETF 0.0%
Value ($000) $27 Shares 340 Est. Cost $73.94 Unrealized
IEMG ISHARES INC CORE MSCI EMKT ETF 0.0%
Value ($000) $27 Shares 477 Est. Cost $54.99 Unrealized
GIS GENERAL MILLS INC COM 0.0%
Value ($000) $26 Shares 589 Est. Cost $44.87 Unrealized -8.7%
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $26 Shares 355 Est. Cost $81.36 Unrealized
OKE ONEOK INC COM 0.0%
Value ($000) $26 Shares 460 Est. Cost $32.01 Unrealized +9.3%
WESTPAC BANKING CORPORATION ADR SPONSORED 0.0%
Value ($000) $26 Shares 1,182 Est. Cost $22.84 Unrealized
HRB BLOCK (H & R) INC COM 0.0%
Value ($000) $25 Shares 1,000 Est. Cost $16.08 Unrealized +20.3%
CHD CHURCH & DWIGHT COM 0.0%
Value ($000) $25 Shares 507 Est. Cost $41.49 Unrealized +7.6%
FE FIRSTENERGY CORP COM 0.0%
Value ($000) $25 Shares 741 Est. Cost $21.81 Unrealized +6.8%
TSM TAIWAN SEMICONDUCTOR MANUFACTU ADR SPONSORED 0.0%
Value ($000) $25 Shares 579 Est. Cost $34.15 Unrealized
EATON VANCE T/M GL COM 0.0%
Value ($000) $25 Shares 2,200 Est. Cost $11.82 Unrealized
ROYCE VALUE TRUST INC COM 0.0%
Value ($000) $25 Shares 1,610 Est. Cost $15.53 Unrealized
MU MICRON TECHNOLOGY INC COM 0.0%
Value ($000) $24 Shares 472 Est. Cost $30.98 Unrealized +50.7%
OTTR OTTER TAIL CORP COM 0.0%
Value ($000) $23 Shares 550 Est. Cost $32.68 Unrealized +2.6%
ABT ABBOTT LABORATORIES COM 0.0%
Value ($000) $23 Shares 391 Est. Cost $34.52 Unrealized +52.3%
UAL UNITED AIRLINES HOLDINGS COM 0.0%
Value ($000) $23 Shares 339 Est. Cost $62.61 Unrealized +10.3%
UAA UNDER ARMOUR INC COM CL A 0.0%
Value ($000) $23 Shares 1,415 Est. Cost $27.54 Unrealized -43.2%
VXUS VANGUARD STAR FD TL INTL STK F ETF 0.0%
Value ($000) $22 Shares 400 Est. Cost $53.04 Unrealized
LAM RESEARCH CORP COM 0.0%
Value ($000) $22 Shares 110 Est. Cost $160.78 Unrealized
CL COLGATE-PALMOLIVE CO COM 0.0%
Value ($000) $22 Shares 312 Est. Cost $56.12 Unrealized +6.4%
BLACKROCK MUNIYIELD MICH QUALI COM 0.0%
Value ($000) $22 Shares 1,709 Est. Cost $12.87 Unrealized
CCNE CNB FINANCIAL CORP (PA) COM 0.0%
Value ($000) $22 Shares 775 Est. Cost $17.60 Unrealized +26.7%
ISHARES GOLD TRUST ISHARES ETF 0.0%
Value ($000) $22 Shares 1,758 Est. Cost $11.55 Unrealized
IJH ISHARES TRUST CORE S&P MCP ETF 0.0%
Value ($000) $21 Shares 117 Est. Cost $181.40 Unrealized
XHR XENIA HOTELS & RESORTS INC COM 0.0%
Value ($000) $21 Shares 1,085 Est. Cost $19.35 Unrealized
COHEN & STEERS INFRASTRUCTURE COM 0.0%
Value ($000) $21 Shares 1,006 Est. Cost $20.87 Unrealized
MDT MEDTRONIC PLC COM 0.0%
Value ($000) $21 Shares 266 Est. Cost $67.32 Unrealized 0.0%
NEW YORK COMMUNITY BANCORP INC COM 0.0%
Value ($000) $20 Shares 1,601 Est. Cost $13.40 Unrealized
UA UNDER ARMOUR INC COM CL C 0.0%
Value ($000) $20 Shares 1,409 Est. Cost $19.36 Unrealized -27.2%
MOAT VANECK VECTORS ETF TRUST MORNINGSTAR WIDE ETF 0.0%
Value ($000) $20 Shares 506 Est. Cost $34.17 Unrealized
ITW ILLINOIS TOOL WORKS INC COM 0.0%
Value ($000) $20 Shares 131 Est. Cost $112.89 Unrealized +21.2%
RF REGIONS FINANCIAL CORP COM 0.0%
Value ($000) $20 Shares 1,095 Est. Cost $8.98 Unrealized +54.7%
EPR EPR PROPERTIES COM SH BEN INT 0.0%
Value ($000) $19 Shares 359 Est. Cost $70.21 Unrealized
IMAX IMAX CORP COM 0.0%
Value ($000) $19 Shares 1,000 Est. Cost $31.25 Unrealized -33.5%
SYF SYNCHRONY FINANCIAL COM 0.0%
Value ($000) $19 Shares 582 Est. Cost $24.36 Unrealized +25.2%
FIRST TR MLP & ENERGY INCOME F COM 0.0%
Value ($000) $19 Shares 1,577 Est. Cost $15.85 Unrealized
AAL AMERICAN AIRLINES GROUP INC COM 0.0%
Value ($000) $19 Shares 368 Est. Cost $45.08 Unrealized +16.0%
UNILEVER NV ADR SPONSORED 0.0%
Value ($000) $19 Shares 339 Est. Cost $38.35 Unrealized
UNILEVER PLC ADR SPONSORED 0.0%
Value ($000) $18 Shares 333 Est. Cost $39.04 Unrealized
NGG NATIONAL GRID ADR SPONSORED 0.0%
Value ($000) $18 Shares 325 Est. Cost $62.58 Unrealized
BLACKROCK MUN INCOME TRUST SH BEN INT 0.0%
Value ($000) $18 Shares 1,400 Est. Cost $13.57 Unrealized
BXMT BLACKSTONE MORTGAGE TRUST INC COM CL A 0.0%
Value ($000) $18 Shares 584 Est. Cost $29.76 Unrealized
SAN BANCO SANTANDER SA ADR SPONSORED 0.0%
Value ($000) $18 Shares 2,806 Est. Cost $5.02 Unrealized
WELL WELLTOWER INC COM 0.0%
Value ($000) $18 Shares 346 Est. Cost $52.88 Unrealized -18.8%
AMAT APPLIED MATERIALS INC COM 0.0%
Value ($000) $18 Shares 332 Est. Cost $45.90 Unrealized +10.8%
PCAR PACCAR INC COM 0.0%
Value ($000) $17 Shares 264 Est. Cost $29.47 Unrealized +18.1%
MET METLIFE INC COM 0.0%
Value ($000) $17 Shares 382 Est. Cost $35.75 Unrealized +3.6%
DUNKIN BRANDS GROUP INC COM 0.0%
Value ($000) $17 Shares 300 Est. Cost $50.20 Unrealized
RWX SPDR INDEX SHARES FUNDS DJ INTL RL ETF 0.0%
Value ($000) $16 Shares 417 Est. Cost $38.37 Unrealized
NOC NORTHROP GRUMMAN CORP COM 0.0%
Value ($000) $16 Shares 47 Est. Cost $221.12 Unrealized +33.1%
BKNG BOOKING HOLDINGS INC COM 0.0%
Value ($000) $16 Shares 8 Est. Cost $1933.58 Unrealized 0.0%
TWLO TWILIO INC COM CL A 0.0%
Value ($000) $15 Shares 400 Est. Cost $37.47 Unrealized -15.5%
FXH FIRST TRUST EXCH TRADED FUND 2 HLTH CARE ALPH ETF 0.0%
Value ($000) $15 Shares 223 Est. Cost $53.81 Unrealized
AZN ASTRAZENECA ADR SPONSORED 0.0%
Value ($000) $15 Shares 455 Est. Cost $26.37 Unrealized
SPH SUBURBAN PROPANE PARTNERS LP COM USD1 0.0%
Value ($000) $15 Shares 715 Est. Cost $23.50 Unrealized
WESTERN ASSET FUNDS INC COM 0.0%
Value ($000) $15 Shares 1,181 Est. Cost $13.55 Unrealized
LOW LOWE'S COMPANIES INC COM 0.0%
Value ($000) $15 Shares 174 Est. Cost $70.16 Unrealized +16.7%
MRSH MARSH & MCLENNAN COMPANIES INC COM 0.0%
Value ($000) $14 Shares 173 Est. Cost $69.18 Unrealized +5.3%
KTOS KRATOS DEFENSE & SECURITY SOLU COM 0.0%
Value ($000) $14 Shares 1,370 Est. Cost $6.78 Unrealized +64.2%
IYF ISHARES TRUST U.S. FINLS ETF 0.0%
Value ($000) $14 Shares 126 Est. Cost $102.07 Unrealized
TUPPERWARE BRANDS CORPORATION COM 0.0%
Value ($000) $13 Shares 269 Est. Cost $70.22 Unrealized
XLY SELECT SECTOR SPDR TRUST SBI CONS DISCR ETF 0.0%
Value ($000) $13 Shares 129 Est. Cost $93.96 Unrealized
BAX BAXTER INTERNATIONAL INC COM 0.0%
Value ($000) $13 Shares 200 Est. Cost $58.26 Unrealized +1.1%
KLAC KLA CORPORATION COM 0.0%
Value ($000) $13 Shares 122 Est. Cost $85.12 Unrealized +15.9%
ANNALY CAPITAL MANAGEMENT INC COM 0.0%
Value ($000) $13 Shares 1,302 Est. Cost $9.95 Unrealized
UUUU ENERGY FUELS INC COM 0.0%
Value ($000) $13 Shares 7,650 Est. Cost $1.48 Unrealized +10.6%
UNITED TECHNOLOGIES CORP N/C 4/3/20 75513E101 0.0%
Value ($000) $13 Shares 107 Est. Cost $109.75 Unrealized
UNITI GROUP INC COM 0.0%
Value ($000) $12 Shares 741 Est. Cost $25.64 Unrealized
MACQUARIE INFRASTRUCTURE CORP COM 0.0%
Value ($000) $12 Shares 342 Est. Cost $74.49 Unrealized
SWKS SKYWORKS SOLUTIONS INC COM 0.0%
Value ($000) $12 Shares 125 Est. Cost $73.93 Unrealized +17.6%
CLX CLOROX CO COM 0.0%
Value ($000) $12 Shares 96 Est. Cost $96.29 Unrealized +10.9%
CASY CASEY'S GENERAL STORES INC COM 0.0%
Value ($000) $12 Shares 114 Est. Cost $111.27 Unrealized -1.7%
IYW ISHARES TRUST U.S. TECH ETF 0.0%
Value ($000) $12 Shares 75 Est. Cost $160.00 Unrealized
WPM WHEATON PRECIOUS METALS CORP COM 0.0%
Value ($000) $12 Shares 625 Est. Cost $18.25 Unrealized +1.6%
HL HECLA MINING CO COM 0.0%
Value ($000) $12 Shares 3,500 Est. Cost $5.41 Unrealized -31.1%
ELLSWORTH GROWTH AND INCOME FU COM 0.0%
Value ($000) $12 Shares 1,367 Est. Cost $8.15 Unrealized
HIMX HIMAX TECHNOLOGIES INC ADR SPONSORED 0.0%
Value ($000) $12 Shares 2,000 Est. Cost $6.00 Unrealized
EATON VANCE T/M BU COM 0.0%
Value ($000) $11 Shares 780 Est. Cost $14.10 Unrealized
NFLX NETFLIX INC COM 0.0%
Value ($000) $11 Shares 40 Est. Cost $16.68 Unrealized +63.2%
QCLN FIRST TRUST EXCHANGE-TRADED FU NAS CLNEDG GREEN ETF 0.0%
Value ($000) $11 Shares 611 Est. Cost $15.24 Unrealized
NVRI HARSCO CORP COM 0.0%
Value ($000) $11 Shares 540 Est. Cost $12.00 Unrealized +60.0%
HAL HALLIBURTON CO COM 0.0%
Value ($000) $11 Shares 250 Est. Cost $39.05 Unrealized +7.8%
FXN FIRST TRUST EXCH TRADED FUND 2 ENERGY ALPHADX ETF 0.0%
Value ($000) $11 Shares 832 Est. Cost $15.94 Unrealized
AGNC AGNC INVESTMENT CORP COM 0.0%
Value ($000) $11 Shares 613 Est. Cost $17.94 Unrealized
NXPI NXP SEMICONDUCTORS N V COM 0.0%
Value ($000) $11 Shares 100 Est. Cost $102.65 Unrealized +4.5%
CB CHUBB LIMITED COM 0.0%
Value ($000) $11 Shares 85 Est. Cost $119.05 Unrealized +6.0%
NEM NEWMONT CORPORATION COM 0.0%
Value ($000) $11 Shares 300 Est. Cost $26.88 Unrealized +14.0%
MISONIX INC COM 0.0%
Value ($000) $10 Shares 1,000 Est. Cost $10.00 Unrealized
C CITIGROUP INC COM 0.0%
Value ($000) $10 Shares 156 Est. Cost $57.36 Unrealized +0.5%
PNR PENTAIR PLC COM 0.0%
Value ($000) $10 Shares 150 Est. Cost $33.79 Unrealized +25.3%
RGR STURM RUGER & CO INC COM 0.0%
Value ($000) $10 Shares 200 Est. Cost $55.81 Unrealized -9.0%
CVI CVR ENERGY INC COM 0.0%
Value ($000) $10 Shares 363 Est. Cost $8.35 Unrealized +115.2%
SALIENT MIDSTREAM & MLP FD SH BEN INT 0.0%
Value ($000) $10 Shares 1,155 Est. Cost $12.99 Unrealized
PCTY PAYLOCITY HOLDING CORPORATION COM 0.0%
Value ($000) $10 Shares 200 Est. Cost $37.23 Unrealized +33.0%
HE HAWAIIAN ELECTRIC INDUSTRIES COM 0.0%
Value ($000) $10 Shares 300 Est. Cost $33.18 Unrealized +1.8%
HSBC HSBC HOLDINGS PLC ADR SPONSORED 0.0%
Value ($000) $9 Shares 200 Est. Cost $41.67 Unrealized
IEFA ISHARES TRUST CORE MSCI EAFE ETF 0.0%
Value ($000) $9 Shares 146 Est. Cost $65.37 Unrealized
MBB ISHARES TRUST MBS ETF 0.0%
Value ($000) $9 Shares 95 Est. Cost $100.71 Unrealized
FRME FIRST MERCHANTS CORP COM 0.0%
Value ($000) $9 Shares 228 Est. Cost $24.15 Unrealized +37.5%
GVI ISHARES TRUST INTRM GOV CR ETF 0.0%
Value ($000) $9 Shares 86 Est. Cost $104.65 Unrealized
XLE SELECT SECTOR SPDR TRUST ENERGY ETF 0.0%
Value ($000) $9 Shares 143 Est. Cost $67.98 Unrealized
IVZ INVESCO LTD COM 0.0%
Value ($000) $9 Shares 295 Est. Cost $23.72 Unrealized -0.4%
BLACKROCK INC COM 0.0%
Value ($000) $9 Shares 18 Est. Cost $500.00 Unrealized
GUGGENHEIM STRATEGIC OPPORTUNI COM SBI 0.0%
Value ($000) $9 Shares 450 Est. Cost $20.00 Unrealized
NUANCE COMMUNICATIONS INC COM 0.0%
Value ($000) $8 Shares 527 Est. Cost $13.28 Unrealized
ALK ALASKA AIR GROUP INC COM 0.0%
Value ($000) $8 Shares 137 Est. Cost $67.65 Unrealized -6.2%
ACTIVISION BLIZZARD INC COM 0.0%
Value ($000) $8 Shares 122 Est. Cost $41.89 Unrealized
TXN TEXAS INSTRUMENTS INC COM 0.0%
Value ($000) $8 Shares 82 Est. Cost $77.65 Unrealized +11.8%
NUVEEN DIVID ADVANTAGE MUN FD COM SH BEN INT 0.0%
Value ($000) $8 Shares 600 Est. Cost $13.33 Unrealized
HPQ HP INCORPORATION COM 0.0%
Value ($000) $8 Shares 388 Est. Cost $12.64 Unrealized +37.3%
VV VANGUARD LARGE CAP ETF 0.0%
Value ($000) $8 Shares 71 Est. Cost $112.68 Unrealized
EATON VANCE TAX-MANAGED GLOBAL COM 0.0%
Value ($000) $8 Shares 886 Est. Cost $9.03 Unrealized
PIPR PIPER SANDLER COMPANIES COM 0.0%
Value ($000) $8 Shares 107 Est. Cost $88.45 Unrealized 0.0%
SMOG VANECK VECTORS ETF TRUST LOW CARBN ENERGY ETF 0.0%
Value ($000) $8 Shares 136 Est. Cost $58.82 Unrealized
UDR UDR INC COM 0.0%
Value ($000) $8 Shares 248 Est. Cost $24.75 Unrealized +7.1%
GDX VANECK VECTORS ETF TRUST GOLD MINERS ETF 0.0%
Value ($000) $8 Shares 388 Est. Cost $19.61 Unrealized
XLF SELECT SECTOR SPDR TRUST SBI INT-FINL ETF 0.0%
Value ($000) $7 Shares 267 Est. Cost $26.50 Unrealized
XLK SELECT SECTOR SPDR TRUST TECHNOLOGY ETF 0.0%
Value ($000) $7 Shares 110 Est. Cost $53.15 Unrealized
WYNDHAM DESTINATIONS INC COM 0.0%
Value ($000) $7 Shares 68 Est. Cost $100.35 Unrealized
MORGAN STANLEY EMG EM MKTS DOMESTIC 0.0%
Value ($000) $7 Shares 923 Est. Cost $7.58 Unrealized
CC THE CHEMOURS COMPANY LLC COM 0.0%
Value ($000) $7 Shares 152 Est. Cost $15.93 Unrealized +130.6%
TSCO TRACTOR SUPPLY CO COM 0.0%
Value ($000) $7 Shares 125 Est. Cost $12.33 Unrealized 0.0%
CLIX PROSHARES TRUST LONG ONLINE SHRT ETF 0.0%
Value ($000) $7 Shares 155 Est. Cost $45.16 Unrealized
ROK ROCKWELL AUTOMATION INC COM 0.0%
Value ($000) $7 Shares 43 Est. Cost $134.45 Unrealized +21.9%
SHY ISHARES TRUST 1 3 YR TREAS BD ETF 0.0%
Value ($000) $6 Shares 74 Est. Cost $80.22 Unrealized
INVESCO VAN KAMPEN TR INVT GRA COM 0.0%
Value ($000) $6 Shares 554 Est. Cost $12.64 Unrealized
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.0%
Value ($000) $6 Shares 350 Est. Cost $10.28 Unrealized +29.1%
DIA SPDR DOW JONES IND UT SER 1 ETF 0.0%
Value ($000) $6 Shares 28 Est. Cost $240.70 Unrealized
PATTERSON COMPANIES INC COM 0.0%
Value ($000) $6 Shares 300 Est. Cost $40.00 Unrealized
PHYS SPROTT PHYSICAL GOLD TRUST UNIT 0.0%
Value ($000) $6 Shares 566 Est. Cost $8.83 Unrealized
XLI SELECT SECTOR SPDR TRUST SBI INT-INDS ETF 0.0%
Value ($000) $6 Shares 90 Est. Cost $69.90 Unrealized
VBR VANGUARD SM CP VAL ETF 0.0%
Value ($000) $6 Shares 50 Est. Cost $120.00 Unrealized
VTR VENTAS INC COM 0.0%
Value ($000) $6 Shares 125 Est. Cost $38.68 Unrealized -3.2%
MPT MEDICAL PROPERTIES TRUST INC COM 0.0%
Value ($000) $6 Shares 500 Est. Cost $12.95 Unrealized
ORANY ORANGE ADR SPONSORED 0.0%
Value ($000) $6 Shares 380 Est. Cost $13.16 Unrealized
SIRIUS XM HOLDINGS INC COM 0.0%
Value ($000) $6 Shares 1,000 Est. Cost $6.00 Unrealized
FDL FIRST TST MORNINGS SHS ETF 0.0%
Value ($000) $6 Shares 223 Est. Cost $26.91 Unrealized
LUV SOUTHWEST AIRLINES CO COM 0.0%
Value ($000) $6 Shares 121 Est. Cost $52.71 Unrealized +3.1%
EPI WISDOMTREE TRUST INDIA ERNGS FD ETF 0.0%
Value ($000) $5 Shares 201 Est. Cost $19.90 Unrealized
SCI SERVICE CORP INTL COM 0.0%
Value ($000) $5 Shares 136 Est. Cost $26.66 Unrealized +44.0%
TDC TERADATA CORPORATION COM 0.0%
Value ($000) $5 Shares 130 Est. Cost $31.06 Unrealized +26.8%
ICLN ISHARES TRUST GL CLEAN ENE ETF 0.0%
Value ($000) $5 Shares 532 Est. Cost $7.52 Unrealized
H&E EQUIPMENT SERVICES LLC COM 0.0%
Value ($000) $5 Shares 150 Est. Cost $22.00 Unrealized
BARRICK GOLD CORPORATION COM 0.0%
Value ($000) $5 Shares 421 Est. Cost $14.75 Unrealized
CEF SPROTT PHYSICAL GOLD AND SILVE TR UNIT 0.0%
Value ($000) $5 Shares 448 Est. Cost $11.16 Unrealized
ADI ANALOG DEVICES INC COM 0.0%
Value ($000) $5 Shares 61 Est. Cost $74.00 Unrealized +6.2%
GS GOLDMAN SACHS GROUP INC COM 0.0%
Value ($000) $5 Shares 20 Est. Cost $167.76 Unrealized +30.2%
AMT AMERICAN TOWER CORP COM 0.0%
Value ($000) $5 Shares 38 Est. Cost $114.77 Unrealized 0.0%
BROOKFIELD PROP PARTNERS LP UNIT LTD PARTNERSHIP 0.0%
Value ($000) $5 Shares 309 Est. Cost $22.17 Unrealized
EATON VANCE MUN INCOME TRUST SH BEN INT 0.0%
Value ($000) $5 Shares 500 Est. Cost $12.00 Unrealized
IXP ISHARES TRUST GLOBAL COMM SERVICES ETF 0.0%
Value ($000) $5 Shares 103 Est. Cost $48.54 Unrealized
INVESCO VAN KAMPEN SR INCOME T COM 0.0%
Value ($000) $5 Shares 1,150 Est. Cost $4.35 Unrealized
EPIZYME INC COM 0.0%
Value ($000) $5 Shares 282 Est. Cost $10.64 Unrealized
UNITED STATES OIL FUND LP UNITS ETF 0.0%
Value ($000) $5 Shares 425 Est. Cost $9.41 Unrealized
BIV VANGUARD INTERMED TERM ETF 0.0%
Value ($000) $5 Shares 66 Est. Cost $75.76 Unrealized
LBRDK LIBERTY BROADBAND CORP COM 0.0%
Value ($000) $5 Shares 60 Est. Cost $84.30 Unrealized 0.0%
MFC MANULIFE FINANCIAL CORP COM 0.0%
Value ($000) $5 Shares 298 Est. Cost $16.29 Unrealized +22.9%
MFS INTERMEDIATE INCOME TRUST SH BEN INT 0.0%
Value ($000) $5 Shares 1,500 Est. Cost $4.00 Unrealized
FBIN FORTUNE BRANDS HOME & SECURITY COM 0.0%
Value ($000) $4 Shares 69 Est. Cost $41.24 Unrealized +19.8%
RIG TRANSOCEAN LIMITED COM 0.0%
Value ($000) $4 Shares 457 Est. Cost $10.88 Unrealized -5.3%
ALRM ALARM.COM HOLDINGS INC COM 0.0%
Value ($000) $4 Shares 112 Est. Cost $37.72 Unrealized 0.0%
SNAP SNAP INC COM CL A 0.0%
Value ($000) $4 Shares 297 Est. Cost $16.88 Unrealized -3.9%
SUI SUN COMMUNITIES INC COM 0.0%
Value ($000) $4 Shares 50 Est. Cost $60.00 Unrealized
TELFY TELEFONICA SA ADR SPONSORED 0.0%
Value ($000) $4 Shares 486 Est. Cost $8.23 Unrealized
AEP AMERICAN ELECTRIC POWER CO INC COM 0.0%
Value ($000) $4 Shares 60 Est. Cost $44.69 Unrealized +14.1%
ALB ALBEMARLE CORP COM 0.0%
Value ($000) $4 Shares 50 Est. Cost $74.76 Unrealized +32.0%
JOHN HANCOCK INCOME SECURITIES COM 0.0%
Value ($000) $4 Shares 324 Est. Cost $12.35 Unrealized
VYX NCR CORP COM 0.0%
Value ($000) $4 Shares 132 Est. Cost $22.96 Unrealized -8.3%
ILMN ILLUMINA INC COM 0.0%
Value ($000) $4 Shares 19 Est. Cost $213.17 Unrealized +7.5%
ISRG INTUITIVE SURGICAL INC COM 0.0%
Value ($000) $4 Shares 10 Est. Cost $125.15 Unrealized +11.5%
SPY SPDR S&P500 ETF TRUST TR UNIT ETF 0.0%
Value ($000) $4 Shares 18 Est. Cost $222.22 Unrealized
EHC ENCOMPASS HEALTH CORPORATION COM 0.0%
Value ($000) $3 Shares 62 Est. Cost $38.63 Unrealized 0.0%
PFG PRINCIPAL FINANCIAL GROUP COM 0.0%
Value ($000) $3 Shares 56 Est. Cost $39.76 Unrealized +21.8%
INVH INVITATION HOMES INC COM 0.0%
Value ($000) $3 Shares 136 Est. Cost $18.66 Unrealized -3.8%
TIP ISHARES TRUST TIPS BD ETF 0.0%
Value ($000) $3 Shares 33 Est. Cost $112.12 Unrealized
MGEE MGE ENERGY INC COM 0.0%
Value ($000) $3 Shares 59 Est. Cost $48.13 Unrealized 0.0%
OUNZ VANECK MERK GOLD TRUST GOLD TRUST ETF 0.0%
Value ($000) $3 Shares 237 Est. Cost $8.44 Unrealized
BSV VANGUARD SHORT TRM BOND ETF 0.0%
Value ($000) $3 Shares 43 Est. Cost $69.77 Unrealized
KGC KINROSS GOLD CORP COM 0.0%
Value ($000) $3 Shares 1,000 Est. Cost $4.06 Unrealized -1.7%
V VISA INC COM CL A 0.0%
Value ($000) $3 Shares 30 Est. Cost $104.38 Unrealized +9.9%
CODI COMPASS DIV HOLDINGS SHS OF BENEFICIAL INTEREST 0.0%
Value ($000) $3 Shares 200 Est. Cost $10.19 Unrealized +2.2%
HYG ISHARES TRUST IBOXX HI YD ETF 0.0%
Value ($000) $3 Shares 36 Est. Cost $84.03 Unrealized
FITBIT INC COM CL A 0.0%
Value ($000) $3 Shares 760 Est. Cost $7.14 Unrealized
SWK STANLEY BLACK & DECKER INC COM 0.0%
Value ($000) $3 Shares 20 Est. Cost $130.69 Unrealized -0.4%
SCHH SCHWAB STRATEGIC TR US REIT ETF 0.0%
Value ($000) $3 Shares 100 Est. Cost $40.00 Unrealized
ABEV AMBEV SA ADR SPONSORED 0.0%
Value ($000) $3 Shares 500 Est. Cost $4.00 Unrealized
FV FIRST TR EXCHANGE TRADED FD VI DORSEY WRT 5 ETF 0.0%
Value ($000) $3 Shares 128 Est. Cost $15.63 Unrealized
WPX ENERGY INC COM 0.0%
Value ($000) $3 Shares 224 Est. Cost $8.93 Unrealized
VGT VANGUARD INF TECH ETF 0.0%
Value ($000) $3 Shares 21 Est. Cost $145.16 Unrealized
IWY ISHARES TRUST RUS TP200 GR ETF 0.0%
Value ($000) $3 Shares 43 Est. Cost $69.77 Unrealized
ZBH ZIMMER BIOMET HOLDINGS INC COM 0.0%
Value ($000) $3 Shares 36 Est. Cost $99.44 Unrealized +9.5%
HMY HARMONY GOLD MINING CO ADR SPONSORED 0.0%
Value ($000) $2 Shares 1,000 Est. Cost $1.50 Unrealized
WHITING PETROLEUM CORP COM 0.0%
Value ($000) $2 Shares 65 Est. Cost $15.38 Unrealized
HANESBRANDS INC COM 0.0%
Value ($000) $2 Shares 128 Est. Cost $17.30 Unrealized
XLU SELECT SECTOR SPDR TRUST SBI INT-UTILS ETF 0.0%
Value ($000) $2 Shares 43 Est. Cost $46.31 Unrealized
EMB ISHARES TRUST JPMORGAN USD EMG ETF 0.0%
Value ($000) $2 Shares 21 Est. Cost $113.66 Unrealized
YAMANA GOLD INC COM 0.0%
Value ($000) $2 Shares 1,000 Est. Cost $2.00 Unrealized
MDLZ MONDELEZ INTL INC COM CL A 0.0%
Value ($000) $2 Shares 51 Est. Cost $35.85 Unrealized 0.0%
MNST MONSTER BEVERAGE CORP COM 0.0%
Value ($000) $2 Shares 44 Est. Cost $29.95 Unrealized +4.3%
CANOPY GROWTH CORPORATION COM 0.0%
Value ($000) $2 Shares 92 Est. Cost $21.74 Unrealized
IWX ISHARES TRUST RUS TP200 VL ETF 0.0%
Value ($000) $2 Shares 54 Est. Cost $37.04 Unrealized
DXC DXC TECHNOLOGY COMPANY COM 0.0%
Value ($000) $2 Shares 29 Est. Cost $74.55 Unrealized +11.9%
ARAY ACCURAY INCORPORATED COM 0.0%
Value ($000) $2 Shares 500 Est. Cost $4.87 Unrealized +7.6%
CTAS CINTAS CORP COM 0.0%
Value ($000) $2 Shares 12 Est. Cost $35.02 Unrealized +9.6%
WYNN WYNN RESORTS LTD COM 0.0%
Value ($000) $2 Shares 16 Est. Cost $140.96 Unrealized +12.4%
ADBE ADOBE INC COM 0.0%
Value ($000) $2 Shares 10 Est. Cost $172.04 Unrealized +18.2%
VUG VANGUARD GROWTH ETF 0.0%
Value ($000) $2 Shares 15 Est. Cost $74.79 Unrealized
XLP SELECT SECTOR SPDR TRUST SBI CONS STPLS ETF 0.0%
Value ($000) $2 Shares 39 Est. Cost $53.57 Unrealized
NTR NUTRIEN LTD COM 0.0%
Value ($000) $2 Shares 54 Est. Cost $38.37 Unrealized 0.0%
MELI MERCADOLIBRE INC COM 0.0%
Value ($000) $2 Shares 6 Est. Cost $365.60 Unrealized 0.0%
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $2 Shares 228 Est. Cost $8.96 Unrealized +32.4%
ENSTAR GROUP LIMITED COM 0.0%
Value ($000) $2 Shares 10 Est. Cost $100.00 Unrealized
IEI ISHARES TRUST 3 7 YR TREAS BD ETF 0.0%
Value ($000) $2 Shares 17 Est. Cost $117.65 Unrealized
NG NOVAGOLD RESOURCES INC COM 0.0%
Value ($000) $2 Shares 500 Est. Cost $4.52 Unrealized -11.2%
HDSN HUDSON TECHNOLOGIES INC COM 0.0%
Value ($000) $2 Shares 500 Est. Cost $7.65 Unrealized -23.0%
RMR THE RMR GROUP INC COM CL A 0.0%
Value ($000) $2 Shares 32 Est. Cost $21.17 Unrealized +63.4%
HESS CORPORATION COM 0.0%
Value ($000) $2 Shares 56 Est. Cost $49.59 Unrealized
LQD ISHARES TRUST IBOXX INV CP ETF 0.0%
Value ($000) $2 Shares 19 Est. Cost $105.26 Unrealized
MORT VANECK VECTORS ETF TRUST MTG REIT INCOME ETF 0.0%
Value ($000) $2 Shares 100 Est. Cost $20.00 Unrealized
MAXIM INTEGRATED PRODUCTS COM 0.0%
Value ($000) $1 Shares 33 Est. Cost $41.67 Unrealized
BLV VANGUARD LONG TERM BOND ETF 0.0%
Value ($000) $1 Shares 12 Est. Cost $70.00 Unrealized
EL ESTEE LAUDER COMPANIES INC COM CL A 0.0%
Value ($000) $1 Shares 8 Est. Cost $108.54 Unrealized +15.6%
GFI GOLD FIELDS LTD ADR SPONSORED 0.0%
Value ($000) $1 Shares 295 Est. Cost $3.39 Unrealized
XLB SELECT SECTOR SPDR TRUST SBI MATERIALS ETF 0.0%
Value ($000) $1 Shares 28 Est. Cost $56.60 Unrealized
XLRE SELECT SECTOR SPDR TRUST RL EST SEL SEC ETF 0.0%
Value ($000) $1 Shares 33 Est. Cost $30.30 Unrealized
SJM SMUCKER (JM) CO COM 0.0%
Value ($000) $1 Shares 9 Est. Cost $97.62 Unrealized -0.6%
SONY SONY CORP ADR SPONSORED 0.0%
Value ($000) $1 Shares 22 Est. Cost $42.25 Unrealized
FBT FIRST TRUST EXCHANGE-TRADED FU NY ARCA BIOTECH ETF 0.0%
Value ($000) $1 Shares 14 Est. Cost $102.00 Unrealized
DDD 3 D SYSTEMS INC COM 0.0%
Value ($000) $1 Shares 100 Est. Cost $15.69 Unrealized -31.9%
TKR TIMKEN CO COM 0.0%
Value ($000) $1 Shares 22 Est. Cost $44.08 Unrealized +9.2%
TWITTER INC COM 0.0%
Value ($000) $1 Shares 62 Est. Cost $9.09 Unrealized
AVY AVERY DENNISON CORP COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $93.55 Unrealized +7.6%
NAK NORTHERN DYNASTY MINERALS LTD COM 0.0%
Value ($000) $1 Shares 1,151 Est. Cost $2.05 Unrealized -41.6%
BHF BRIGHTHOUSE FINL INC COM 0.0%
Value ($000) $1 Shares 33 Est. Cost $58.70 Unrealized -1.6%
XYL XYLEM INC COM 0.0%
Value ($000) $1 Shares 16 Est. Cost $60.28 Unrealized +11.6%
ZTS ZOETIS INC COM CL A 0.0%
Value ($000) $1 Shares 14 Est. Cost $74.07 Unrealized 0.0%
ALLERGAN PLC COM 0.0%
Value ($000) $1 Shares 8 Est. Cost $125.00 Unrealized
GEO GEO GROUP INC (THE) COM 0.0%
Value ($000) $1 Shares 75 Est. Cost $19.99 Unrealized -22.1%
TE CONNECTIVITY LTD COM 0.0%
Value ($000) $1 Shares 11 Est. Cost $64.52 Unrealized
GABELLI GLOBAL GOLD NATURAL RE COM SH BEN INT 0.0%
Value ($000) $1 Shares 279 Est. Cost $3.58 Unrealized
VOYA PRIME RATE TRUST SH BEN INT 0.0%
Value ($000) $1 Shares 294 Est. Cost $4.23 Unrealized
BIIB BIOGEN INC COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $320.80 Unrealized -3.2%
AURORA CANNABIS INC COM 0.0%
Value ($000) $1 Shares 275 Est. Cost $3.64 Unrealized
HOG HARLEY DAVIDSON COM 0.0%
Value ($000) $1 Shares 33 Est. Cost $56.88 Unrealized -15.9%
VBK VANGUARD SML CP GRW ETF 0.0%
Value ($000) $1 Shares 8 Est. Cost $125.00 Unrealized
CVE CENOVUS ENERGY INC COM 0.0%
Value ($000) $1 Shares 163 Est. Cost $12.76 Unrealized -40.3%
CERNER CORP COM 0.0%
Value ($000) $1 Shares 26 Est. Cost $56.60 Unrealized
VHT VANGUARD HEALTH CAR ETF 0.0%
Value ($000) $1 Shares 12 Est. Cost $83.33 Unrealized
VCR VANGUARD CONSUM DIS ETF 0.0%
Value ($000) $1 Shares 8 Est. Cost $125.00 Unrealized
REM ISHARES TRUST MORTGE REL ETF 0.0%
Value ($000) $1 Shares 34 Est. Cost $29.41 Unrealized
CTSH COGNIZANT TECHNOLO COM CL A 0.0%
Value ($000) $1 Shares 24 Est. Cost $65.14 Unrealized +8.4%
ENZL ISHARES TRUST NEW ZEALAND ETF 0.0%
Value ($000) $1 Shares 28 Est. Cost $35.71 Unrealized
EFV ISHARES TRUST EAFE VALUE ETF 0.0%
Value ($000) $1 Shares 27 Est. Cost $54.35 Unrealized
CAR AVIS BUDGET GROUP INC COM 0.0%
Value ($000) $1 Shares 30 Est. Cost $37.79 Unrealized +13.2%
FIS FIDELITY NATIONAL INFORMATION COM 0.0%
Value ($000) $1 Shares 12 Est. Cost $84.95 Unrealized 0.0%
CRM SALESFORCE.COM INC COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $82.16 Unrealized +38.1%
JBHT J B HUNT TRANSPORT SERVICES IN COM 0.0%
Value ($000) $1 Shares 15 Est. Cost $99.98 Unrealized +11.3%
HIGHLAND FDS I HI LD IBOXX SRLN ETF 0.0%
Value ($000) $1 Shares 64 Est. Cost $13.59 Unrealized
IWS ISHARES TRUST RUS MDCP VAL ETF 0.0%
Value ($000) $1 Shares 12 Est. Cost $86.96 Unrealized
IWP ISHARES TRUST RUS MD CP GR ETF 0.0%
Value ($000) $1 Shares 13 Est. Cost $109.64 Unrealized
IBB ISHARES TRUST NASDAQ BIOTECH ETF 0.0%
Value ($000) $1 Shares 18 Est. Cost $55.56 Unrealized
SPGI S&P GLOBAL INC COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $151.96 Unrealized +13.4%
PSEC PROSPECT CAPITAL CORPORATION COM 0.0%
Value ($000) $1 Shares 293 Est. Cost $2.74 Unrealized -6.8%
DG DOLLAR GENERAL CORP COM 0.0%
Value ($000) $1 Shares 12 Est. Cost $86.78 Unrealized 0.0%
DLTR DOLLAR TREE INC COM 0.0%
Value ($000) $1 Shares 16 Est. Cost $104.83 Unrealized 0.0%
PLD PROLOGIS INC COM 0.0%
Value ($000) $1 Shares 16 Est. Cost $52.02 Unrealized -4.1%
PGR PROGRESSIVE CORP (OHIO) COM 0.0%
Value ($000) $1 Shares 18 Est. Cost $39.96 Unrealized +11.9%
E TRADE FINANCIAL CORPORATION COM 0.0%
Value ($000) $1 Shares 21 Est. Cost $35.71 Unrealized
ENERGOUS CORP COM 0.0%
Value ($000) $1 Shares 100 Est. Cost $10.00 Unrealized
REGN REGENERON PHARMACEUTICALS INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $378.17 Unrealized -8.5%
ROYAL BANK OF SCOTLAND GRP PLC ADR SPONSORED 0.0%
Value ($000) $0 Shares 100 Est. Cost Unrealized
PEOPLE'S UNITED FINANCIAL INC COM 0.0%
Value ($000) $0 Shares 34 Est. Cost Unrealized
HMC HONDA MOTOR CO ADR SPONSORED 0.0%
Value ($000) $0 Shares 28 Est. Cost $33.21 Unrealized
HST HOST HOTELS & RESORTS INC COM 0.0%
Value ($000) $0 Shares 50 Est. Cost $12.71 Unrealized +13.8%
ETR ENTERGY CORP COM 0.0%
Value ($000) $0 Shares 8 Est. Cost $27.93 Unrealized +3.3%
PBA PEMBINA PIPELINE CORPORATION COM 0.0%
Value ($000) $0 Shares 10 Est. Cost $22.28 Unrealized -3.3%
TROW PRICE T ROWE GROUPS COM 0.0%
Value ($000) $0 Shares 8 Est. Cost $51.89 Unrealized +58.8%
NOK NOKIA OYJ ADR SPONSORED 0.0%
Value ($000) $0 Shares 10 Est. Cost $6.04 Unrealized
AXON AXON ENTERPRISE INC COM 0.0%
Value ($000) $0 Shares 25 Est. Cost $31.18 Unrealized 0.0%
FTV FORTIVE CORP COM 0.0%
Value ($000) $0 Shares 8 Est. Cost $46.09 Unrealized 0.0%
APHRIA INC COM 0.0%
Value ($000) $0 Shares 42 Est. Cost Unrealized
BTG B2GOLD CORP COM 0.0%
Value ($000) $0 Shares 102 Est. Cost $2.15 Unrealized +9.2%
STZ CONSTELLATION BRANDS INC COM CL A 0.0%
Value ($000) $0 Shares 4 Est. Cost $192.11 Unrealized +1.1%
VOE VANGUARD MCAP VL IDXVIP ETF 0.0%
Value ($000) $0 Shares 9 Est. Cost $83.33 Unrealized
CASI PHARMACEUTICALS INC COM 0.0%
Value ($000) $0 Shares 9 Est. Cost Unrealized
TMQ TRILOGY METALS INC NEW COM 0.0%
Value ($000) $0 Shares 83 Est. Cost $0.51 Unrealized +169.6%
CELH CELSIUS HOLDINGS INC COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $1.31 Unrealized +34.4%
SBR SABINE ROYALTY TRUST COM 0.0%
Value ($000) $0 Shares 10 Est. Cost Unrealized
ORGENESIS INC COM 0.0%
Value ($000) $0 Shares 42 Est. Cost Unrealized
CCJ CAMECO CORP COM 0.0%
Value ($000) $0 Shares 100 Est. Cost $10.73 Unrealized -16.2%
TGTX TG THERAPEUTICS INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $5.86 Unrealized +117.9%
CQP CHENIERE ENERGY PARTNERS LP COMMON UNITS 0.0%
Value ($000) $0 Shares 20 Est. Cost Unrealized
CRON CRONOS GROUP INC COM 0.0%
Value ($000) $0 Shares 65 Est. Cost $8.41 Unrealized 0.0%
IDV ISHARES TRUST INTL SEL DIV ETF 0.0%
Value ($000) $0 Shares 26 Est. Cost Unrealized
VGK VANGUARD FTSE EUROPE ETF 0.0%
Value ($000) $0 Shares 16 Est. Cost Unrealized
PJT PJT PARTNERS INC COM CL A 0.0%
Value ($000) $0 Shares 1 Est. Cost $43.82 Unrealized 0.0%
PKG PACKAGING CORP OF AMERICA COM 0.0%
Value ($000) $0 Shares 8 Est. Cost $90.90 Unrealized +4.5%
AXP AMERICAN EXPRESS CO COM 0.0%
Value ($000) $0 Shares 10 Est. Cost $87.01 Unrealized 0.0%
CLNE CLEAN ENERGY FUELS CORPORATION COM 0.0%
Value ($000) $0 Shares 500 Est. Cost $3.78 Unrealized -56.5%
PALATIN TECHNOLOGIES INC COM 0.0%
Value ($000) $0 Shares 10 Est. Cost Unrealized
DHI DR HORTON INC COM 0.0%
Value ($000) $0 Shares 20 Est. Cost $42.59 Unrealized +0.5%
SANDSTORM GOLD LIMITED COM 0.0%
Value ($000) $0 Shares 40 Est. Cost Unrealized
ACCO ACCO BRANDS CORPORATION COM 0.0%
Value ($000) $0 Shares 14 Est. Cost $8.16 Unrealized +7.3%
CBOE CBOE GLOBAL MARKETS INC COM 0.0%
Value ($000) $0 Shares 8 Est. Cost $105.43 Unrealized +4.1%
ALPS ETF TRUST ALERIAN MLP ETF 0.0%
Value ($000) $0 Shares 97 Est. Cost $10.52 Unrealized
AJG GALLAGHER (ARTHUR J) & CO COM 0.0%
Value ($000) $0 Shares 12 Est. Cost $49.64 Unrealized +21.7%
LYB LYONDELLBASELL INDUSTRIES N V COM 0.0%
Value ($000) $0 Shares 7 Est. Cost $60.29 Unrealized +14.4%
FMC FMC CORP COM 0.0%
Value ($000) $0 Shares 10 Est. Cost $65.31 Unrealized -7.1%
GALT GALECTIN THERAPEUTICS INC COM 0.0%
Value ($000) $0 Shares 7 Est. Cost $0.89 Unrealized +424.1%
ASIX ADVANSIX INC COM 0.0%
Value ($000) $0 Shares 8 Est. Cost $18.86 Unrealized +90.9%
SJT SAN JUAN BASIN ROYALITY TRUST COM 0.0%
Value ($000) $0 Shares 50 Est. Cost Unrealized
SEAGATE TECHNOLOGY PLC COM 0.0%
Value ($000) $0 Shares 15 Est. Cost Unrealized
GPRO GOPRO INC COM CL A 0.0%
Value ($000) $0 Shares 5 Est. Cost $8.51 Unrealized -32.7%
FRONTIER COMMUNICATIONS CORP COM 0.0%
Value ($000) $0 Shares 102 Est. Cost $7.25 Unrealized
APD AIR PRODUCTS & CHEMICALS INC COM 0.0%
Value ($000) $0 Shares 6 Est. Cost $114.88 Unrealized +18.2%
ETN EATON CORPORATION PLC COM 0.0%
Value ($000) $0 Shares 10 Est. Cost $65.67 Unrealized +7.0%
LAND GLADSTONE LAND CORP COM 0.0%
Value ($000) $0 Shares 40 Est. Cost Unrealized
DTEAF DAVIDSTEA INC COM 0.0%
Value ($000) $0 Shares 50 Est. Cost $10.05 Unrealized -63.5%
ACN ACCENTURE PLC COM 0.0%
Value ($000) $0 Shares 6 Est. Cost $128.56 Unrealized +9.5%
MOS MOSAIC CO COM 0.0%
Value ($000) $0 Shares 22 Est. Cost $20.23 Unrealized +14.4%
NAVI NAVIENT CORP COM 0.0%
Value ($000) $0 Shares 43 Est. Cost $15.09 Unrealized -9.9%
CALIFORNIA RESOURCES CORP COM 0.0%
Value ($000) $0 Shares 30 Est. Cost Unrealized
LKQ LKQ CORPORATION COM 0.0%
Value ($000) $0 Shares 26 Est. Cost $36.45 Unrealized 0.0%
VNQI VANGUARD GLB EX US ETF 0.0%
Value ($000) $0 Shares 16 Est. Cost Unrealized
KIE SPDR SERIES TRUST S&P INS ETF 0.0%
Value ($000) $0 Shares 15 Est. Cost Unrealized
M.D.C. HLDGS INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $28.90 Unrealized
MAS MASCO CORP COM 0.0%
Value ($000) $0 Shares 24 Est. Cost $37.94 Unrealized 0.0%
MAT MATTEL INC COM 0.0%
Value ($000) $0 Shares 24 Est. Cost $22.60 Unrealized -31.0%