MPS Loria Financial Planners, LLC Diversified Active

CIK: 0001716180 · Show all filings

Period: Q3 2020 (← Previous) (Next →)

Filing Date: Oct 13, 2020

Total Value ($000): $193,339 (100.0% shares, 0.0% debt)

Holdings (341)

IWB ISHARES TRUST RUS 1000 ETF 32.3%
Value ($000) $62,402 Shares 333,436 Est. Cost $159.95 Unrealized
AAPL APPLE INC COM 19.5%
Value ($000) $37,709 Shares 325,610 Est. Cost $89.17 Unrealized +18.8%
IWM ISHARES TRUST RUSSELL 2000 ETF 11.2%
Value ($000) $21,748 Shares 145,187 Est. Cost $139.22 Unrealized
AMLP ALPS ETF TRUST ALERIAN MLP ETF(POST REV SP 3.0%
Value ($000) $5,795 Shares 290,016 Est. Cost $24.68 Unrealized
IWV ISHARES TRUST RUSSELL 3000 ETF 2.7%
Value ($000) $5,142 Shares 26,273 Est. Cost $147.41 Unrealized
AGG ISHARES TRUST CORE US AGGBD ET ETF 2.5%
Value ($000) $4,918 Shares 41,656 Est. Cost $109.50 Unrealized
JP MORGAN CHASE & CO ALERIAN ML ETN 2.2%
Value ($000) $4,171 Shares 386,964 Est. Cost $13.47 Unrealized
ABT ABBOTT LABORATORIES COM 1.2%
Value ($000) $2,250 Shares 20,672 Est. Cost $38.90 Unrealized +137.4%
EFA ISHARES TRUST MSCI EAFE ETF 1.2%
Value ($000) $2,234 Shares 35,094 Est. Cost $64.78 Unrealized
UNH UNITEDHEALTH GROUP INC COM 1.1%
Value ($000) $2,067 Shares 6,628 Est. Cost $152.68 Unrealized +84.2%
ABBV ABBVIE INC COM 1.0%
Value ($000) $1,940 Shares 22,145 Est. Cost $48.08 Unrealized +58.7%
BF/B BROWN-FORMAN CORP COM CL B 0.9%
Value ($000) $1,778 Shares 23,602 Est. Cost $36.15 Unrealized +79.1%
MSFT MICROSOFT CORP COM 0.8%
Value ($000) $1,638 Shares 7,786 Est. Cost $77.51 Unrealized +159.0%
AMZN AMAZON COM INC COM 0.8%
Value ($000) $1,603 Shares 509 Est. Cost $72.09 Unrealized +118.7%
PGR PROGRESSIVE CORP (OHIO) COM 0.8%
Value ($000) $1,574 Shares 16,628 Est. Cost $52.48 Unrealized +45.8%
BRK/B BERKSHIRE HATHAWAY INC COM CL B 0.7%
Value ($000) $1,327 Shares 6,232 Est. Cost $170.94 Unrealized +19.7%
VIG VANGUARD DIV APP ETF 0.7%
Value ($000) $1,301 Shares 10,113 Est. Cost $93.37 Unrealized
SHW SHERWIN-WILLIAMS CO COM 0.7%
Value ($000) $1,284 Shares 1,843 Est. Cost $103.46 Unrealized +101.3%
SDY SPDR SERIES TRUST S&P DIVID ETF 0.6%
Value ($000) $1,254 Shares 13,575 Est. Cost $98.58 Unrealized
EEM ISHARES TRUST MSCI EMG MKT ETF 0.6%
Value ($000) $1,175 Shares 26,647 Est. Cost $43.13 Unrealized
JNJ JOHNSON & JOHNSON COM 0.6%
Value ($000) $1,089 Shares 7,313 Est. Cost $102.25 Unrealized +24.2%
BUSE FIRST BUSEY CORP COM 0.5%
Value ($000) $966 Shares 60,812 Est. Cost $20.81 Unrealized -33.5%
T AT&T INC COM 0.4%
Value ($000) $817 Shares 28,654 Est. Cost $15.77 Unrealized -1.4%
CSCO CISCO SYSTEMS INC COM 0.4%
Value ($000) $799 Shares 20,284 Est. Cost $25.06 Unrealized +47.9%
VZ VERIZON COMMUNICATIONS COM 0.4%
Value ($000) $730 Shares 12,266 Est. Cost $31.39 Unrealized +35.6%
RWO SPDR INDEX SHARES FUNDS DJ GLB RL ES ETF 0.3%
Value ($000) $663 Shares 16,786 Est. Cost $46.14 Unrealized
NVDA NVIDIA CORP COM 0.3%
Value ($000) $603 Shares 1,115 Est. Cost $5.18 Unrealized +124.1%
QQQ INVESCO QQQ TRUST UNIT SER 1 ETF 0.3%
Value ($000) $577 Shares 2,078 Est. Cost $171.75 Unrealized
DE DEERE & CO COM 0.3%
Value ($000) $532 Shares 2,398 Est. Cost $102.78 Unrealized +74.9%
VT VANGUARD TT WRLD ST ETF 0.3%
Value ($000) $526 Shares 6,517 Est. Cost $68.87 Unrealized
MCD MCDONALD'S CORPORATION COM 0.3%
Value ($000) $509 Shares 2,318 Est. Cost $122.60 Unrealized +48.0%
GOOGL ALPHABET INC COM CL A 0.3%
Value ($000) $500 Shares 341 Est. Cost $56.87 Unrealized +33.0%
PG PROCTER & GAMBLE CO COM 0.2%
Value ($000) $435 Shares 3,133 Est. Cost $73.18 Unrealized +59.0%
XOM EXXON MOBIL CORPORATION COM 0.2%
Value ($000) $428 Shares 12,472 Est. Cost $52.21 Unrealized -38.1%
CAT CATERPILLAR INC COM 0.2%
Value ($000) $424 Shares 2,841 Est. Cost $84.05 Unrealized +50.9%
JNK SPDR SERIES TRUST BLOOMBERG BRCLYS ETF 0.2%
Value ($000) $422 Shares 4,050 Est. Cost $107.41 Unrealized
SPY SPDR S&P500 ETF TRUST TR UNIT ETF 0.2%
Value ($000) $416 Shares 1,241 Est. Cost $248.21 Unrealized
MDLZ MONDELEZ INTL INC COM CL A 0.2%
Value ($000) $414 Shares 7,207 Est. Cost $36.67 Unrealized +32.4%
MCK MCKESSON CORPORATION COM 0.2%
Value ($000) $406 Shares 2,725 Est. Cost $141.57 Unrealized +3.7%
VGT VANGUARD INF TECH ETF 0.2%
Value ($000) $389 Shares 1,250 Est. Cost $167.18 Unrealized
HD HOME DEPOT INC COM 0.2%
Value ($000) $375 Shares 1,351 Est. Cost $124.48 Unrealized +90.9%
DIS WALT DISNEY COMPANY (THE) COM 0.2%
Value ($000) $351 Shares 2,826 Est. Cost $102.64 Unrealized +19.0%
WMT WALMART INC COM 0.2%
Value ($000) $342 Shares 2,441 Est. Cost $38.96 Unrealized +6.0%
HOLX HOLOGIC INC COM 0.2%
Value ($000) $332 Shares 5,000 Est. Cost $49.07 Unrealized +29.0%
VUG VANGUARD GROWTH ETF 0.2%
Value ($000) $331 Shares 1,454 Est. Cost $139.68 Unrealized
AZN ASTRAZENECA ADR SPONSORED 0.2%
Value ($000) $319 Shares 5,828 Est. Cost $29.14 Unrealized
GOOG ALPHABET INC COM CL C 0.2%
Value ($000) $312 Shares 212 Est. Cost $45.44 Unrealized +66.6%
LLY ELI LILLY AND COMPANY COM 0.2%
Value ($000) $305 Shares 2,058 Est. Cost $91.20 Unrealized +59.8%
INTC INTEL CORP COM 0.2%
Value ($000) $302 Shares 5,828 Est. Cost $31.46 Unrealized +47.9%
WEC WEC ENERGY GROUP INC COM 0.2%
Value ($000) $300 Shares 3,094 Est. Cost $52.73 Unrealized +48.1%
EW EDWARDS LIFESCIENCES CORP COM 0.2%
Value ($000) $292 Shares 3,660 Est. Cost $66.40 Unrealized +17.5%
WM WASTE MANAGEMENT INC COM 0.1%
Value ($000) $285 Shares 2,517 Est. Cost $78.84 Unrealized +28.5%
NKE NIKE INC COM CL B 0.1%
Value ($000) $284 Shares 2,260 Est. Cost $85.46 Unrealized +16.6%
EBND SPDR SERIES TRUST BLOMBRG BRC EMRG ETF 0.1%
Value ($000) $264 Shares 10,049 Est. Cost $26.21 Unrealized
VTV VANGUARD VALUE ETF 0.1%
Value ($000) $262 Shares 2,505 Est. Cost $100.23 Unrealized
BNDX VANGUARD INTL BD IDX ETF 0.1%
Value ($000) $257 Shares 4,410 Est. Cost $57.29 Unrealized
USB US BANCORP COM 0.1%
Value ($000) $255 Shares 7,116 Est. Cost $35.63 Unrealized -18.8%
GD GENERAL DYNAMICS CORP COM 0.1%
Value ($000) $253 Shares 1,831 Est. Cost $162.91 Unrealized -19.6%
RTX RAYTHEON TECH CORP COM 0.1%
Value ($000) $253 Shares 4,400 Est. Cost $54.61 Unrealized -1.7%
KO COCA-COLA CO COM 0.1%
Value ($000) $251 Shares 5,081 Est. Cost $33.80 Unrealized +20.7%
DOCU DOCUSIGN INC COM 0.1%
Value ($000) $248 Shares 1,150 Est. Cost $126.03 Unrealized +64.7%
HUBB HUBBELL INC COM 0.1%
Value ($000) $247 Shares 1,807 Est. Cost $96.78 Unrealized +29.6%
PFE PFIZER INC COM 0.1%
Value ($000) $244 Shares 6,652 Est. Cost $21.78 Unrealized +24.5%
WTFC WINTRUST FINANCIAL CORP COM 0.1%
Value ($000) $238 Shares 5,933 Est. Cost $39.93 Unrealized +7.2%
VTIP VANGUARD STRM INFPROIDX ETF 0.1%
Value ($000) $235 Shares 4,611 Est. Cost $49.29 Unrealized
VXF VANGUARD EXTEND MKT ETF 0.1%
Value ($000) $219 Shares 1,688 Est. Cost $118.48 Unrealized
PM PHILIP MORRIS INTL INC COM 0.1%
Value ($000) $212 Shares 2,822 Est. Cost $56.13 Unrealized +4.9%
NEE NEXTERA ENERGY INC COM 0.1%
Value ($000) $207 Shares 746 Est. Cost $55.80 Unrealized +8.0%
AON AON PLC (IE) COM CL A 0.1%
Value ($000) $206 Shares 1,000 Est. Cost $178.56 Unrealized +7.4%
JPM JP MORGAN CHASE & CO COM 0.1%
Value ($000) $196 Shares 2,034 Est. Cost $81.74 Unrealized +4.5%
BP BP ADR SPONSORED 0.1%
Value ($000) $186 Shares 10,631 Est. Cost $35.13 Unrealized
AMAT APPLIED MATERIALS INC COM 0.1%
Value ($000) $172 Shares 2,892 Est. Cost $51.23 Unrealized +14.9%
STZ CONSTELLATION BRANDS INC COM CL A 0.1%
Value ($000) $165 Shares 873 Est. Cost $151.89 Unrealized +9.9%
V VISA INC COM CL A 0.1%
Value ($000) $160 Shares 800 Est. Cost $175.53 Unrealized +9.5%
ROP ROPER TECHNOLOGIES INC COM 0.1%
Value ($000) $158 Shares 400 Est. Cost $346.53 Unrealized +16.2%
ORCL ORACLE CORP COM 0.1%
Value ($000) $152 Shares 2,547 Est. Cost $48.99 Unrealized +7.7%
TGT TARGET CORP COM 0.1%
Value ($000) $149 Shares 947 Est. Cost $105.41 Unrealized +12.6%
IXG ISHARES TRUST GLOBAL FINLS ETF 0.1%
Value ($000) $148 Shares 2,785 Est. Cost $52.06 Unrealized
IBM INTERNATIONAL BUS MACH CORP COM 0.1%
Value ($000) $147 Shares 1,208 Est. Cost $91.40 Unrealized +2.7%
VBK VANGUARD SML CP GRW ETF 0.1%
Value ($000) $146 Shares 677 Est. Cost $199.43 Unrealized
VBR VANGUARD SM CP VAL ETF 0.1%
Value ($000) $141 Shares 1,270 Est. Cost $107.26 Unrealized
META FACEBOOK INC COM CL A 0.1%
Value ($000) $140 Shares 536 Est. Cost $207.33 Unrealized +23.5%
VWO VANGUARD FTSE EMR MKT ETF 0.1%
Value ($000) $140 Shares 3,231 Est. Cost $39.62 Unrealized
EXC EXELON CORP COM 0.1%
Value ($000) $139 Shares 3,895 Est. Cost $21.76 Unrealized +0.7%
OTIS OTIS WORLDWIDE CORP COM 0.1%
Value ($000) $137 Shares 2,200 Est. Cost $47.48 Unrealized +18.9%
TSLA TESLA INC COM 0.1%
Value ($000) $136 Shares 318 Est. Cost $106.00 Unrealized +11.4%
WPM WHEATON PRECIOUS METALS CORP COM 0.1%
Value ($000) $135 Shares 2,758 Est. Cost $36.94 Unrealized +29.8%
CARR CARRIER GLOBAL CORPORATION COM 0.1%
Value ($000) $134 Shares 4,400 Est. Cost $17.13 Unrealized +53.9%
IWR ISHARES TRUST RUS MID CAP ETF 0.1%
Value ($000) $133 Shares 2,318 Est. Cost $86.39 Unrealized
GLW CORNING INC COM 0.1%
Value ($000) $129 Shares 3,968 Est. Cost $19.51 Unrealized +36.6%
MMM 3M COMPANY COM 0.1%
Value ($000) $128 Shares 800 Est. Cost $102.42 Unrealized +7.8%
FIRST MIDWEST BANCORP INC COM 0.1%
Value ($000) $125 Shares 11,619 Est. Cost $21.31 Unrealized
COLUMBIA PROPERTY TRUST INC COM NEW 0.1%
Value ($000) $124 Shares 11,409 Est. Cost $23.22 Unrealized
VTI VANGUARD TOTAL STK MKT ETF 0.1%
Value ($000) $122 Shares 718 Est. Cost $156.64 Unrealized
F FORD MOTOR CO COM 0.1%
Value ($000) $119 Shares 17,892 Est. Cost $7.02 Unrealized -26.8%
PEP PEPSICO INC COM 0.1%
Value ($000) $118 Shares 852 Est. Cost $110.85 Unrealized +3.9%
SPDW SPDR INDEX SHARES FUNDS PORTFOLIO DEVLPD ETF 0.1%
Value ($000) $116 Shares 3,968 Est. Cost $27.61 Unrealized
TXN TEXAS INSTRUMENTS INC COM 0.1%
Value ($000) $114 Shares 801 Est. Cost $99.52 Unrealized +17.4%
MO ALTRIA GROUP INC COM 0.1%
Value ($000) $114 Shares 2,950 Est. Cost $25.00 Unrealized +8.8%
BAC BANK OF AMERICA CORPORATION COM 0.1%
Value ($000) $109 Shares 4,507 Est. Cost $20.57 Unrealized +6.1%
COST COSTCO WHOLESALE CORP COM 0.1%
Value ($000) $109 Shares 306 Est. Cost $279.18 Unrealized +10.7%
MA MASTERCARD INCORPORATED COM CL A 0.1%
Value ($000) $109 Shares 322 Est. Cost $273.34 Unrealized +15.5%
MRK MERCK & CO INC COM 0.1%
Value ($000) $108 Shares 1,308 Est. Cost $62.87 Unrealized +4.9%
WALGREENS BOOTS ALLIANCE INC COM 0.1%
Value ($000) $107 Shares 2,966 Est. Cost $42.34 Unrealized
NSC NORFOLK SOUTHERN CORP COM 0.1%
Value ($000) $107 Shares 501 Est. Cost $150.98 Unrealized +19.2%
FEZ SPDR INDEX SHARES FUNDS EURO STOXX 50 ETF 0.1%
Value ($000) $104 Shares 2,872 Est. Cost $35.52 Unrealized
SWK STANLEY BLACK & DECKER INC COM 0.1%
Value ($000) $99 Shares 608 Est. Cost $101.15 Unrealized +29.7%
SEDG SOLAREDGE TECHNOLOGIES INC COM 0.0%
Value ($000) $95 Shares 400 Est. Cost $122.28 Unrealized +57.2%
GDXJ VANECK VECTORS ETF TRUST JR GOLD MINERS E ETF 0.0%
Value ($000) $95 Shares 1,715 Est. Cost $49.51 Unrealized
DUNKIN BRANDS GROUP INC COM 0.0%
Value ($000) $94 Shares 1,153 Est. Cost $65.39 Unrealized
RETAIL PROP OF AMERICA INC CL A 0.0%
Value ($000) $86 Shares 14,846 Est. Cost $13.06 Unrealized
NTRS NORTHERN TRUST CORP COM 0.0%
Value ($000) $86 Shares 1,105 Est. Cost $66.60 Unrealized +2.1%
TJX TJX COS INC COM 0.0%
Value ($000) $86 Shares 1,540 Est. Cost $46.63 Unrealized +7.3%
DEO DIAGEO ADR SPONSORED 0.0%
Value ($000) $83 Shares 600 Est. Cost $135.00 Unrealized
SBUX STARBUCKS CORP COM 0.0%
Value ($000) $83 Shares 961 Est. Cost $66.33 Unrealized +6.7%
CDW CDW CORP COM 0.0%
Value ($000) $77 Shares 642 Est. Cost $101.20 Unrealized +5.9%
ACU ACME UNITED CORP COM 0.0%
Value ($000) $75 Shares 3,251 Est. Cost $19.38 Unrealized +6.4%
GIS GENERAL MILLS INC COM 0.0%
Value ($000) $74 Shares 1,203 Est. Cost $49.89 Unrealized +4.5%
LEG LEGGETT & PLATT INC COM 0.0%
Value ($000) $74 Shares 1,800 Est. Cost $31.01 Unrealized +28.0%
SYK STRYKER CORP COM 0.0%
Value ($000) $73 Shares 350 Est. Cost $173.69 Unrealized +5.7%
SWKS SKYWORKS SOLUTIONS INC COM 0.0%
Value ($000) $73 Shares 500 Est. Cost $96.49 Unrealized +26.0%
PPG PPG INDUSTRIES INC COM 0.0%
Value ($000) $73 Shares 600 Est. Cost $86.36 Unrealized +21.9%
GDX VANECK VECTORS ETF TRUST GOLD MINERS ETF 0.0%
Value ($000) $72 Shares 1,841 Est. Cost $36.54 Unrealized
CATH GLOBAL X FDS S&P 500 CATHOLIC ETF 0.0%
Value ($000) $72 Shares 1,742 Est. Cost $41.33 Unrealized
CL COLGATE-PALMOLIVE CO COM 0.0%
Value ($000) $72 Shares 933 Est. Cost $62.36 Unrealized +8.0%
GWW GRAINGER W W INC COM 0.0%
Value ($000) $71 Shares 200 Est. Cost $270.64 Unrealized +19.8%
MU MICRON TECHNOLOGY INC COM 0.0%
Value ($000) $70 Shares 1,500 Est. Cost $46.01 Unrealized +2.6%
PIMCO CORPORATE & INCOME OPP F COM 0.0%
Value ($000) $67 Shares 4,158 Est. Cost $15.57 Unrealized
CVS CVS HEALTH CORPORATION COM 0.0%
Value ($000) $65 Shares 1,106 Est. Cost $52.60 Unrealized -0.4%
SO SOUTHERN CO COM 0.0%
Value ($000) $65 Shares 1,205 Est. Cost $44.76 Unrealized -2.7%
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $65 Shares 2,156 Est. Cost $23.07 Unrealized +12.2%
CME CME GROUP INC COM 0.0%
Value ($000) $65 Shares 391 Est. Cost $144.33 Unrealized -5.6%
NUVEEN QUALITY MUN INCOME FD COM 0.0%
Value ($000) $64 Shares 4,430 Est. Cost $14.00 Unrealized
XLF SELECT SECTOR SPDR TRUST AMEX FINANCIAL SEL IDX USD 0.0%
Value ($000) $64 Shares 2,673 Est. Cost $23.80 Unrealized
UPRO PROSHARES TRUST ULTRPRO S&P500 ETF 0.0%
Value ($000) $62 Shares 1,110 Est. Cost $44.14 Unrealized
LUV SOUTHWEST AIRLINES CO COM 0.0%
Value ($000) $62 Shares 1,654 Est. Cost $29.57 Unrealized +11.8%
HSY HERSHEY COMPANY COM 0.0%
Value ($000) $60 Shares 420 Est. Cost $117.69 Unrealized +6.1%
BABA ALIBABA GROUP HOLDING LTD ADR SPONSORED 0.0%
Value ($000) $59 Shares 200 Est. Cost $215.00 Unrealized
CBRL CRACKER BARREL OLD COM 0.0%
Value ($000) $56 Shares 484 Est. Cost $80.27 Unrealized +19.2%
AME AMETEK INC COM 0.0%
Value ($000) $56 Shares 561 Est. Cost $80.80 Unrealized +15.5%
VOO VANGUARD S&P 500 ETF SHS 0.0%
Value ($000) $56 Shares 183 Est. Cost $285.71 Unrealized
IWD ISHARES TRUST RUS 1000 VAL ETF 0.0%
Value ($000) $56 Shares 477 Est. Cost $113.21 Unrealized
XHR XENIA HOTELS & RESORTS INC COM 0.0%
Value ($000) $56 Shares 6,395 Est. Cost $9.32 Unrealized
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $55 Shares 1,680 Est. Cost $32.91 Unrealized -5.2%
QCOM QUALCOMM INC COM 0.0%
Value ($000) $51 Shares 433 Est. Cost $70.96 Unrealized +34.1%
AMGN AMGEN INC COM 0.0%
Value ($000) $49 Shares 191 Est. Cost $191.68 Unrealized +9.3%
BA BOEING CO COM 0.0%
Value ($000) $48 Shares 288 Est. Cost $153.71 Unrealized +10.9%
KMB KIMBERLY CLARK CORP COM 0.0%
Value ($000) $48 Shares 324 Est. Cost $112.69 Unrealized +9.6%
SCI SERVICE CORP INTL COM 0.0%
Value ($000) $47 Shares 1,104 Est. Cost $38.41 Unrealized +11.1%
E TRADE FINANCIAL CORPORATION COM 0.0%
Value ($000) $46 Shares 910 Est. Cost $49.61 Unrealized
DNP SELECT INCOME FUND INC COM 0.0%
Value ($000) $46 Shares 4,589 Est. Cost $10.80 Unrealized
ACN ACCENTURE PLC COM 0.0%
Value ($000) $45 Shares 200 Est. Cost $174.62 Unrealized +21.6%
AWK AMER WATER WORKS CO INC COM 0.0%
Value ($000) $43 Shares 300 Est. Cost $111.91 Unrealized +14.2%
MAR MARRIOTT INTERNATIONAL INC COM CL A 0.0%
Value ($000) $43 Shares 468 Est. Cost $83.76 Unrealized +8.6%
ETN EATON CORPORATION PLC COM 0.0%
Value ($000) $41 Shares 401 Est. Cost $74.77 Unrealized +19.3%
BAX BAXTER INTERNATIONAL INC COM 0.0%
Value ($000) $40 Shares 498 Est. Cost $77.66 Unrealized -3.1%
LQD ISHARES TRUST IBOXX INV CP ETF 0.0%
Value ($000) $40 Shares 300 Est. Cost $133.33 Unrealized
TSN TYSON FOODS INC COM CL A 0.0%
Value ($000) $39 Shares 659 Est. Cost $51.19 Unrealized +2.4%
VFC V F CORP COM 0.0%
Value ($000) $39 Shares 551 Est. Cost $58.24 Unrealized +10.9%
ROYAL DUTCH SHELL ADR SPONSORED 0.0%
Value ($000) $38 Shares 1,568 Est. Cost $30.61 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP ETF 0.0%
Value ($000) $38 Shares 111 Est. Cost $322.31 Unrealized
RWR SPDR SERIES TRUST DJ REIT ETF 0.0%
Value ($000) $38 Shares 483 Est. Cost $78.82 Unrealized
HBNC HORIZON BANCORP INC COM 0.0%
Value ($000) $38 Shares 3,732 Est. Cost $10.20 Unrealized +1.7%
ATO ATMOS ENERGY CORP COM 0.0%
Value ($000) $38 Shares 398 Est. Cost $87.57 Unrealized -0.5%
IVV ISHARES TRUST CORE S&P500 ETF 0.0%
Value ($000) $38 Shares 112 Est. Cost $312.50 Unrealized
AAL AMERICAN AIRLINES GROUP INC COM 0.0%
Value ($000) $36 Shares 2,938 Est. Cost $12.13 Unrealized +3.3%
ALL ALLSTATE CORP COM 0.0%
Value ($000) $34 Shares 356 Est. Cost $85.63 Unrealized -4.5%
UPS UNITED PARCEL SERVICE INC COM CL B 0.0%
Value ($000) $33 Shares 200 Est. Cost $80.12 Unrealized +46.4%
FCX FREEPORT-MCMORAN INC COM CL B 0.0%
Value ($000) $33 Shares 2,098 Est. Cost $8.67 Unrealized +55.7%
PSX PHILLIPS 66 COM 0.0%
Value ($000) $33 Shares 633 Est. Cost $56.22 Unrealized -12.7%
ISRG INTUITIVE SURGICAL INC COM 0.0%
Value ($000) $32 Shares 45 Est. Cost $179.26 Unrealized +25.3%
BARNES GROUP INC COM 0.0%
Value ($000) $32 Shares 900 Est. Cost $39.01 Unrealized
VEU VANGUARD ALLWRLD EX US ETF 0.0%
Value ($000) $31 Shares 613 Est. Cost $47.31 Unrealized
VHT VANGUARD HEALTH CAR ETF 0.0%
Value ($000) $30 Shares 146 Est. Cost $191.78 Unrealized
TREEHOUSE FOODS INC COM 0.0%
Value ($000) $30 Shares 734 Est. Cost $43.60 Unrealized
NUVEEN INSD TAX-FREE ADVANTAGE COM 0.0%
Value ($000) $30 Shares 2,089 Est. Cost $13.88 Unrealized
CNP CENTERPOINT ENERGY INC COM 0.0%
Value ($000) $30 Shares 1,566 Est. Cost $14.87 Unrealized +14.8%
CAH CARDINAL HEALTH INC COM 0.0%
Value ($000) $29 Shares 613 Est. Cost $44.39 Unrealized +0.5%
USO UNITED STATES OIL FUND LP UNITS ETF 0.0%
Value ($000) $28 Shares 1,000 Est. Cost $28.00 Unrealized
DELL DELL TECHNOLOGIES INC COM CL C 0.0%
Value ($000) $27 Shares 406 Est. Cost $20.60 Unrealized +38.8%
APD AIR PRODUCTS & CHEMICALS INC COM 0.0%
Value ($000) $25 Shares 82 Est. Cost $198.67 Unrealized +26.7%
AMERICA MOVIL SAB DE CV ADR SPONSORED 0.0%
Value ($000) $25 Shares 2,000 Est. Cost $12.50 Unrealized
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $25 Shares 300 Est. Cost $53.02 Unrealized +40.0%
WY WEYERHAEUSER COMPANY COM NEW 0.0%
Value ($000) $25 Shares 871 Est. Cost $16.44 Unrealized +35.7%
TLT ISHARES TRUST 20 YR TR BD ETF 0.0%
Value ($000) $25 Shares 155 Est. Cost $161.29 Unrealized
TSM TAIWAN SEMICONDUCTOR MANUFACTU ADR SPONSORED 0.0%
Value ($000) $24 Shares 300 Est. Cost $56.67 Unrealized
ED CONSOLIDATED EDISON INC COM 0.0%
Value ($000) $23 Shares 300 Est. Cost $62.63 Unrealized -2.9%
PII POLARIS INC COM 0.0%
Value ($000) $22 Shares 234 Est. Cost $76.21 Unrealized +29.2%
TRV TRAVELERS COMPANIES INC COM 0.0%
Value ($000) $22 Shares 200 Est. Cost $93.55 Unrealized +9.5%
MOAT VANECK VECTORS ETF TRUST MORNINGSTAR WIDE ETF 0.0%
Value ($000) $22 Shares 400 Est. Cost $52.50 Unrealized
DUK DUKE ENERGY CORP COM 0.0%
Value ($000) $22 Shares 250 Est. Cost $67.61 Unrealized -1.3%
ENB ENBRIDGE INC COM 0.0%
Value ($000) $22 Shares 754 Est. Cost $21.09 Unrealized +4.3%
BOX BOX INC COM CL A 0.0%
Value ($000) $22 Shares 1,252 Est. Cost $17.56 Unrealized +5.1%
MARATHON OIL CORPORATION COM 0.0%
Value ($000) $22 Shares 5,466 Est. Cost $6.05 Unrealized
MPC MARATHON PETROLEUM CORP COM 0.0%
Value ($000) $22 Shares 756 Est. Cost $27.17 Unrealized +10.9%
CLX CLOROX CO COM 0.0%
Value ($000) $21 Shares 100 Est. Cost $168.73 Unrealized +12.0%
UNP UNION PACIFIC CORP COM 0.0%
Value ($000) $21 Shares 109 Est. Cost $141.44 Unrealized +16.6%
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $20 Shares 359 Est. Cost $17.44 Unrealized +20.9%
AXP AMERICAN EXPRESS CO COM 0.0%
Value ($000) $20 Shares 200 Est. Cost $85.61 Unrealized +7.3%
KMPR KEMPER CORP COM 0.0%
Value ($000) $20 Shares 300 Est. Cost $66.88 Unrealized +13.5%
IWF ISHARES TRUST RUS 1000 GRW ETF 0.0%
Value ($000) $20 Shares 91 Est. Cost $186.81 Unrealized
MKC MCCORMICK & COMPANY INC COM 0.0%
Value ($000) $19 Shares 100 Est. Cost $73.49 Unrealized +19.3%
WHR WHIRLPOOL CORP COM 0.0%
Value ($000) $18 Shares 100 Est. Cost $114.44 Unrealized +45.2%
MIDD MIDDLEBY CORP COM 0.0%
Value ($000) $18 Shares 200 Est. Cost $64.78 Unrealized +39.8%
GGG GRACO INC COM 0.0%
Value ($000) $18 Shares 301 Est. Cost $43.92 Unrealized +18.9%
AIT APPLIED INDL TECHS COM 0.0%
Value ($000) $17 Shares 300 Est. Cost $51.11 Unrealized +12.5%
FV FIRST TR EXCHANGE TRADED FD VI DORSEY WRT 5 ETF 0.0%
Value ($000) $17 Shares 500 Est. Cost $32.00 Unrealized
CANOPY GROWTH CORPORATION COM 0.0%
Value ($000) $17 Shares 1,184 Est. Cost $16.05 Unrealized
CVX CHEVRON CORPORATION COM 0.0%
Value ($000) $16 Shares 228 Est. Cost $69.83 Unrealized -4.8%
INTU INTUIT INC COM 0.0%
Value ($000) $16 Shares 50 Est. Cost $264.89 Unrealized +14.3%
AUDC AUDIOCODES COM 0.0%
Value ($000) $16 Shares 500 Est. Cost $26.42 Unrealized +10.4%
TR TOOTSIE ROLL INDUSTRIES INC COM 0.0%
Value ($000) $15 Shares 473 Est. Cost $30.56 Unrealized -10.0%
EXPE EXPEDIA GROUP INC COM 0.0%
Value ($000) $15 Shares 169 Est. Cost $72.14 Unrealized +23.7%
DHI DR HORTON INC COM 0.0%
Value ($000) $15 Shares 200 Est. Cost $45.81 Unrealized +41.2%
GM GENERAL MOTORS CO COM 0.0%
Value ($000) $15 Shares 500 Est. Cost $23.47 Unrealized +15.5%
KSS KOHLS CORPORATION COM 0.0%
Value ($000) $15 Shares 805 Est. Cost $19.27 Unrealized +9.8%
SLV ISHARES SILVER TRUST ISHARES ETF 0.0%
Value ($000) $14 Shares 647 Est. Cost $17.00 Unrealized
ADM ARCHER-DANIELS-MIDLAND CO COM 0.0%
Value ($000) $14 Shares 300 Est. Cost $31.91 Unrealized +17.9%
COVANTA HOLDING CORPORATION COM 0.0%
Value ($000) $14 Shares 1,800 Est. Cost $9.44 Unrealized
CMCSA COMCAST CORP COM CL A 0.0%
Value ($000) $14 Shares 310 Est. Cost $32.76 Unrealized +14.8%
ANAPLAN INC COM 0.0%
Value ($000) $13 Shares 200 Est. Cost $45.00 Unrealized
RYN RAYONIER INC COM 0.0%
Value ($000) $13 Shares 505 Est. Cost $25.74 Unrealized
AMCOR PLC COM 0.0%
Value ($000) $13 Shares 1,200 Est. Cost $7.40 Unrealized +17.8%
NEENAH INC COM 0.0%
Value ($000) $13 Shares 350 Est. Cost $48.57 Unrealized
GPC GENUINE PARTS CO COM 0.0%
Value ($000) $13 Shares 139 Est. Cost $67.34 Unrealized +18.8%
IJH ISHARES TRUST CORE S&P MCP ETF 0.0%
Value ($000) $13 Shares 71 Est. Cost $183.10 Unrealized
BTI BRITISH AMERICAN TOBACCO ADR SPONSORED 0.0%
Value ($000) $13 Shares 371 Est. Cost $37.74 Unrealized
BMY BRISTOL-MYERS SQUIBB CO COM 0.0%
Value ($000) $12 Shares 200 Est. Cost $47.92 Unrealized +1.4%
ASB ASSOCIATED BANC-CORP COM 0.0%
Value ($000) $12 Shares 957 Est. Cost $10.84 Unrealized -1.4%
OLN OLIN CORP COM 0.0%
Value ($000) $12 Shares 1,000 Est. Cost $11.12 Unrealized -7.5%
MATV SCHWEITZER-MAUDUIT INTL INC COM 0.0%
Value ($000) $12 Shares 402 Est. Cost $22.92 Unrealized +5.8%
UNM UNUM GROUP COM 0.0%
Value ($000) $11 Shares 676 Est. Cost $15.78 Unrealized +12.7%
ALTERYX INC COM CL A 0.0%
Value ($000) $11 Shares 100 Est. Cost $160.00 Unrealized
CLOUDERA INC COM 0.0%
Value ($000) $11 Shares 1,000 Est. Cost $13.00 Unrealized
XILINX INC COM 0.0%
Value ($000) $10 Shares 100 Est. Cost $100.00 Unrealized
YUM YUM BRANDS INC COM 0.0%
Value ($000) $10 Shares 108 Est. Cost $76.84 Unrealized +8.5%
KMI KINDER MORGAN INC COM 0.0%
Value ($000) $10 Shares 804 Est. Cost $10.85 Unrealized -6.7%
WH WYNDHAM HOTELS & RESORTS INC COM 0.0%
Value ($000) $10 Shares 200 Est. Cost $40.78 Unrealized +19.8%
BK BANK OF NEW YORK MELLON CORP COM 0.0%
Value ($000) $10 Shares 284 Est. Cost $31.07 Unrealized +0.3%
GENERAL ELECTRIC CO COM 0.0%
Value ($000) $10 Shares 1,639 Est. Cost $6.72 Unrealized
ORI OLD REPUBLIC INTL CORP COM 0.0%
Value ($000) $10 Shares 710 Est. Cost $9.80 Unrealized +2.5%
CTVA CORTEVA INC COM 0.0%
Value ($000) $10 Shares 359 Est. Cost $24.35 Unrealized +8.8%
EIX EDISON INTERNATIONAL COM 0.0%
Value ($000) $10 Shares 201 Est. Cost $44.57 Unrealized -6.4%
HE HAWAIIAN ELECTRIC INDUSTRIES COM 0.0%
Value ($000) $10 Shares 300 Est. Cost $38.75 Unrealized -9.5%
BL BLACKLINE INC COM 0.0%
Value ($000) $9 Shares 100 Est. Cost $66.77 Unrealized +25.7%
BUNGE LIMITED COM 0.0%
Value ($000) $9 Shares 200 Est. Cost $40.00 Unrealized
BANKFINANCIAL CORPORATION COM 0.0%
Value ($000) $8 Shares 1,135 Est. Cost $8.81 Unrealized
MS MORGAN STANLEY COM 0.0%
Value ($000) $8 Shares 155 Est. Cost $35.21 Unrealized +20.8%
NUANCE COMMUNICATIONS INC COM 0.0%
Value ($000) $8 Shares 250 Est. Cost $24.00 Unrealized
ROYAL DUTCH SHELL ADR SPONSORED 0.0%
Value ($000) $8 Shares 300 Est. Cost $33.33 Unrealized
UVV UNIVERSAL CORP COM 0.0%
Value ($000) $8 Shares 202 Est. Cost $43.98 Unrealized -2.7%
OSK OSHKOSH CORPORATION COM 0.0%
Value ($000) $8 Shares 110 Est. Cost $62.11 Unrealized +13.3%
FMS FRESENIUS MEDICAL CARE AG & CO ADR SPONSORED 0.0%
Value ($000) $8 Shares 200 Est. Cost $45.00 Unrealized
TQQQ PROSHARES TRUST ULTRAPRO QQQ ETF 0.0%
Value ($000) $7 Shares 55 Est. Cost $97.63 Unrealized
COMMUNITY FIRST BANCSHARES INC COM 0.0%
Value ($000) $7 Shares 1,000 Est. Cost $8.00 Unrealized
THG HANOVER INSURANCE GROUP COM 0.0%
Value ($000) $7 Shares 71 Est. Cost $85.77 Unrealized +1.9%
IQ IQIYI INC ADR 0.0%
Value ($000) $7 Shares 298 Est. Cost $23.49 Unrealized
IRM IRON MOUNTAIN INC COM 0.0%
Value ($000) $7 Shares 250 Est. Cost $19.29 Unrealized +15.2%
TAK TAKEDA PHARMACEUTICAL CO LTD ADR SPONSORED 0.0%
Value ($000) $7 Shares 365 Est. Cost $19.23 Unrealized
CENTA CENTRAL GARDEN & PET CO COM CL A 0.0%
Value ($000) $7 Shares 200 Est. Cost $25.09 Unrealized +14.4%
KR KROGER CO COM 0.0%
Value ($000) $7 Shares 200 Est. Cost $28.78 Unrealized +7.0%
CIEN CIENA CORP COM 0.0%
Value ($000) $6 Shares 142 Est. Cost $49.71 Unrealized +5.9%
MFC MANULIFE FINANCIAL CORP COM 0.0%
Value ($000) $6 Shares 417 Est. Cost $14.32 Unrealized 0.0%
WYNDHAM DESTINATIONS INC COM 0.0%
Value ($000) $6 Shares 200 Est. Cost $30.00 Unrealized
FE FIRSTENERGY CORP COM 0.0%
Value ($000) $6 Shares 203 Est. Cost $32.60 Unrealized -23.2%
ANNALY CAPITAL MANAGEMENT INC COM 0.0%
Value ($000) $6 Shares 856 Est. Cost $7.01 Unrealized
OXY OCCIDENTAL PETROLEUM CORP COM 0.0%
Value ($000) $6 Shares 587 Est. Cost $14.81 Unrealized -10.4%
DEM WISDOMTREE TRUST EMER MKT HIGH FD ETF 0.0%
Value ($000) $6 Shares 177 Est. Cost $34.86 Unrealized
XLRE SELECT SECTOR SPDR TRUST RL EST SEL SEC ETF 0.0%
Value ($000) $6 Shares 162 Est. Cost $37.27 Unrealized
FF FUTUREFUEL CORP COM 0.0%
Value ($000) $6 Shares 500 Est. Cost $5.35 Unrealized +11.5%
MLI MUELLER INDUSTRIES INC COM 0.0%
Value ($000) $5 Shares 200 Est. Cost $11.67 Unrealized +13.9%
C CITIGROUP INC COM 0.0%
Value ($000) $5 Shares 122 Est. Cost $38.68 Unrealized +6.0%
CI CIGNA CORPORATION COM 0.0%
Value ($000) $5 Shares 27 Est. Cost $173.56 Unrealized -7.2%
YUMC YUM CHINA HOLDINGS INC COM 0.0%
Value ($000) $5 Shares 103 Est. Cost $47.16 Unrealized +12.2%
BDX BECTON DICKINSON & CO COM 0.0%
Value ($000) $5 Shares 22 Est. Cost $220.31 Unrealized +2.3%
HRB BLOCK (H & R) INC COM 0.0%
Value ($000) $5 Shares 302 Est. Cost $12.75 Unrealized -5.0%
CRS CARPENTER TECHNOLOGY CORP COM 0.0%
Value ($000) $4 Shares 228 Est. Cost $20.13 Unrealized -2.0%
WFC WELLS FARGO & COMPANY COM 0.0%
Value ($000) $4 Shares 186 Est. Cost $23.98 Unrealized -9.0%
IWN ISHARES TRUST RUS 2000 VAL ETF 0.0%
Value ($000) $4 Shares 45 Est. Cost $88.89 Unrealized
BY BYLINE BANCORP INC COM 0.0%
Value ($000) $4 Shares 319 Est. Cost $10.51 Unrealized +9.4%
CENT CENTRAL GARDEN & PET CO COM 0.0%
Value ($000) $4 Shares 100 Est. Cost $26.34 Unrealized +16.3%
UAA UNDER ARMOUR INC COM CL A 0.0%
Value ($000) $4 Shares 367 Est. Cost $9.49 Unrealized +10.9%
PIPR PIPER SANDLER COMPANIES COM 0.0%
Value ($000) $4 Shares 53 Est. Cost $56.35 Unrealized +21.0%
PRU PRUDENTIAL FINANCIAL INC COM 0.0%
Value ($000) $4 Shares 56 Est. Cost $44.25 Unrealized +13.9%
AEE AMEREN CORP COM 0.0%
Value ($000) $3 Shares 40 Est. Cost $61.49 Unrealized +8.9%
ADI ANALOG DEVICES INC COM 0.0%
Value ($000) $3 Shares 23 Est. Cost $99.37 Unrealized +7.1%
UNITY BIOTECHNOLOGY INC COM 0.0%
Value ($000) $3 Shares 1,000 Est. Cost $3.00 Unrealized
CC THE CHEMOURS COMPANY LLC COM 0.0%
Value ($000) $3 Shares 167 Est. Cost $10.25 Unrealized +55.0%
SIRIUS XM HOLDINGS INC COM 0.0%
Value ($000) $3 Shares 470 Est. Cost $6.38 Unrealized
GNTX GENTEX CORP COM 0.0%
Value ($000) $3 Shares 100 Est. Cost $25.06 Unrealized +6.0%
GSG ISHARES S&P GSCI COMMODITY IDX UNIT BEN INT ETF 0.0%
Value ($000) $3 Shares 296 Est. Cost $10.14 Unrealized
MLR MILLER INDUSTRIES INC COM 0.0%
Value ($000) $3 Shares 101 Est. Cost $25.41 Unrealized +6.5%
CLDX CELLDEX THERAPEUTICS INC COM 0.0%
Value ($000) $2 Shares 133 Est. Cost $4.43 Unrealized +164.3%
MEREDITH CORP COM 0.0%
Value ($000) $2 Shares 136 Est. Cost $14.71 Unrealized
KTB KONTOOR BRANDS INC COM 0.0%
Value ($000) $2 Shares 100 Est. Cost $18.51 Unrealized +13.1%
ET ENERGY TRANSFER LP COM UT LTD PTN 0.0%
Value ($000) $2 Shares 392 Est. Cost $7.65 Unrealized
UA UNDER ARMOUR INC COM CL C 0.0%
Value ($000) $2 Shares 200 Est. Cost $8.50 Unrealized +10.5%
GNW GENWORTH HOLDINGS INC COM CL A 0.0%
Value ($000) $2 Shares 500 Est. Cost $3.15 Unrealized -15.3%
UAL UNITED AIRLINES HOLDINGS COM 0.0%
Value ($000) $2 Shares 57 Est. Cost $31.04 Unrealized +11.5%
VLO VALERO ENERGY CORP COM 0.0%
Value ($000) $2 Shares 48 Est. Cost $47.74 Unrealized -10.8%
AURORA CANNABIS INC COM 0.0%
Value ($000) $2 Shares 477 Est. Cost $12.58 Unrealized
VOD VODAFONE GROUP ADR SPONSORED 0.0%
Value ($000) $1 Shares 93 Est. Cost $11.10 Unrealized
JEF JEFFERIES FINANCIAL GROUP INC COM 0.0%
Value ($000) $1 Shares 60 Est. Cost $11.22 Unrealized +23.4%
UIS UNISYS CORP COM 0.0%
Value ($000) $1 Shares 100 Est. Cost $11.56 Unrealized -0.7%
HPQ HP INCORPORATION COM 0.0%
Value ($000) $1 Shares 39 Est. Cost $13.08 Unrealized +16.0%
APHRIA INC COM 0.0%
Value ($000) $1 Shares 320 Est. Cost $3.13 Unrealized
ATI ALLEGHENY TECHNOLOGIES INC COM 0.0%
Value ($000) $1 Shares 100 Est. Cost $8.67 Unrealized +6.2%
LW LAMB WESTON HLDGS INC COM 0.0%
Value ($000) $1 Shares 9 Est. Cost $55.13 Unrealized +6.4%
LUMEN TECHNOLOGIES INC COM 0.0%
Value ($000) $1 Shares 132 Est. Cost $7.75 Unrealized
CHTR CHARTER COMMUNICATIONS INC COM CL A 0.0%
Value ($000) $1 Shares 1 Est. Cost $507.25 Unrealized +16.3%
CVCO CAVCO INDUSTRIES COM 0.0%
Value ($000) $1 Shares 6 Est. Cost $163.82 Unrealized +16.5%
CMG CHIPOTLE MEXICAN GRILL COM 0.0%
Value ($000) $1 Shares 1 Est. Cost $18.51 Unrealized +30.2%
LITE LUMENTUM HLDGS INC COM 0.0%
Value ($000) $1 Shares 17 Est. Cost $76.19 Unrealized +8.8%
WAB WABTEC CORP COM 0.0%
Value ($000) $1 Shares 9 Est. Cost $54.81 Unrealized +13.5%
JCI JOHNSON CONTROLS INTL PLC COM 0.0%
Value ($000) $1 Shares 15 Est. Cost $27.45 Unrealized +28.2%
BED BATH AND BEYOND COM 0.0%
Value ($000) $1 Shares 100 Est. Cost $10.00 Unrealized
ZIOPHARM ONCOLOGY INC COM 0.0%
Value ($000) $1 Shares 516 Est. Cost $3.88 Unrealized
BDN BRANDYWINE REALTY TRUST SBI USD0.01 0.0%
Value ($000) $1 Shares 137 Est. Cost $7.30 Unrealized
MICRO FOCUS INTERNATIONAL PLC ADR SPONSORED 0.0%
Value ($000) $0 Shares 3 Est. Cost Unrealized
MR COOPER GROUP INC COM 0.0%
Value ($000) $0 Shares 13 Est. Cost Unrealized
MSI MOTOROLA SOLUTIONS INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $131.57 Unrealized +3.7%
APPLIED DNA SCIENCES INC COM 0.0%
Value ($000) $0 Shares 18 Est. Cost Unrealized
UNITED STATES STEEL CORP COM 0.0%
Value ($000) $0 Shares 64 Est. Cost Unrealized
AVNS AVANOS MEDICAL INC COM 0.0%
Value ($000) $0 Shares 15 Est. Cost $28.95 Unrealized +10.4%
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.0%
Value ($000) $0 Shares 38 Est. Cost $8.21 Unrealized -1.6%
AWX AVALON HOLDINGS CORP COM CL A 0.0%
Value ($000) $0 Shares 62 Est. Cost $1.45 Unrealized +14.0%
OII OCEANEERING INTERNATIONAL INC COM 0.0%
Value ($000) $0 Shares 48 Est. Cost $5.27 Unrealized +0.0%
OXY/WS OCCIDENTAL PETROLEUM CORP WARRANT 0.0%
Value ($000) $0 Shares 166 Est. Cost Unrealized
PGEN PRECIGEN INC COM 0.0%
Value ($000) $0 Shares 100 Est. Cost $3.40 Unrealized +39.5%
NVT NVENT ELECTRIC PLC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $16.39 Unrealized +3.8%
ANF ABERCROMBIE & FITCH CO COM CL A 0.0%
Value ($000) $0 Shares 1 Est. Cost $10.91 Unrealized +7.0%
FIVE PRIME THERAPEUTICS COM 0.0%
Value ($000) $0 Shares 100 Est. Cost Unrealized
TE CONNECTIVITY LTD COM 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
PERSPECTA INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
TILRAY INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost Unrealized
DXC DXC TECHNOLOGY COMPANY COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $15.90 Unrealized +14.7%
PNR PENTAIR PLC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $32.65 Unrealized +24.3%
DAL DELTA AIR LINES INC COM 0.0%
Value ($000) $0 Shares 15 Est. Cost $28.05 Unrealized 0.0%
PTEN PATTERSON UTI ENERGY INC COM 0.0%
Value ($000) $0 Shares 100 Est. Cost $3.45 Unrealized +6.7%
AQUABOUNTY TECHNOLOGIES INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
ADNT ADIENT PLC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $15.21 Unrealized +14.6%