Ellis Investment Partners, LLC Diversified Active

CIK: 0001765590 · Show all filings

Period: Q4 2020 (← Previous) (Next →)

Filing Date: Jan 20, 2021

Total Value ($000): $329,389 (100.0% shares, 0.0% debt)

Holdings (758)

SPLV INVESCO S&P 500 LOW VOLATILITY ETF 5.6%
Value ($000) $18,457 Shares 328,241 Est. Cost $48.33 Unrealized
DVY ISHARES SELECT DIVIDEND ETF 5.2%
Value ($000) $17,154 Shares 178,353 Est. Cost $91.91 Unrealized
VUG VANGUARD GROWTH INDEX FUND 4.4%
Value ($000) $14,555 Shares 57,452 Est. Cost $141.12 Unrealized
AAPL APPLE INC COM 4.0%
Value ($000) $13,249 Shares 99,849 Est. Cost $91.21 Unrealized +28.3%
COHEN & STEERS REIT & PFD &INM COM 4.0%
Value ($000) $13,235 Shares 579,703 Est. Cost $18.24 Unrealized
QQQ INVESCO QQQ TRUST 3.3%
Value ($000) $10,876 Shares 34,667 Est. Cost $163.23 Unrealized
IJS ISHARES S&P SMALL-CAP 600 VALUE ETF 3.2%
Value ($000) $10,522 Shares 129,408 Est. Cost $109.44 Unrealized
IJJ ISHARES S&P MID-CAP 400 VALUE ETF 2.8%
Value ($000) $9,305 Shares 107,827 Est. Cost $114.48 Unrealized
EFAV ISHARES MSCI EAFE MIN VOL FACTOR ETF 2.1%
Value ($000) $6,953 Shares 94,712 Est. Cost $66.87 Unrealized
IVW ISHARES S&P 500 GROWTH ETF 1.7%
Value ($000) $5,435 Shares 85,155 Est. Cost $82.06 Unrealized
BX BLACKSTONE GROUP INC COM CL A 1.6%
Value ($000) $5,246 Shares 80,946 Est. Cost $39.49 Unrealized +23.6%
IJH ISHARES S&P MIDCAP FUND 1.5%
Value ($000) $5,014 Shares 21,815 Est. Cost $180.55 Unrealized
IJR ISHARES S&P SMALL-CAP FUND 1.4%
Value ($000) $4,615 Shares 50,222 Est. Cost $72.87 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 1.4%
Value ($000) $4,582 Shares 19,761 Est. Cost $208.42 Unrealized +5.7%
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 1.3%
Value ($000) $4,410 Shares 64,970 Est. Cost $55.61 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 1.2%
Value ($000) $4,074 Shares 16,895 Est. Cost $138.30 Unrealized
ABBV ABBVIE INC COM 1.2%
Value ($000) $3,867 Shares 36,088 Est. Cost $65.24 Unrealized +21.0%
SPY SPDR S&P 500 ETF 1.1%
Value ($000) $3,676 Shares 9,832 Est. Cost $279.88 Unrealized
IBB ISHARES NASDAQ BIOTECHNOLOGY INDEX FUND 1.1%
Value ($000) $3,634 Shares 23,990 Est. Cost $109.92 Unrealized
GOOG ALPHABET INC CAP STK CL C 1.1%
Value ($000) $3,470 Shares 1,981 Est. Cost $53.13 Unrealized +57.6%
AMZN AMAZON COM INC COM 1.1%
Value ($000) $3,459 Shares 1,062 Est. Cost $85.52 Unrealized +86.6%
XLU UTILITIES SELECT SECTOR SPDR FUND 1.0%
Value ($000) $3,384 Shares 53,974 Est. Cost $55.70 Unrealized
UNP UNION PAC CORP COM 1.0%
Value ($000) $3,213 Shares 15,431 Est. Cost $126.42 Unrealized +40.8%
AL AIR LEASE CORP CL A 0.9%
Value ($000) $3,065 Shares 68,997 Est. Cost $33.20 Unrealized -1.4%
QCOM QUALCOMM INC COM 0.9%
Value ($000) $3,000 Shares 19,690 Est. Cost $71.91 Unrealized +73.4%
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 0.9%
Value ($000) $2,968 Shares 44,010 Est. Cost $51.44 Unrealized
TIP ISHARES TIPS BOND ETF 0.9%
Value ($000) $2,875 Shares 22,524 Est. Cost $111.76 Unrealized
STIP ISHARES 0-5 YEAR TIPS BOND ETF 0.8%
Value ($000) $2,699 Shares 25,843 Est. Cost $100.93 Unrealized
VZ VERIZON COMMUNICATIONS INC COM 0.8%
Value ($000) $2,684 Shares 45,679 Est. Cost $38.94 Unrealized +12.9%
BXMT BLACKSTONE MTG TR INC COM CL A 0.8%
Value ($000) $2,619 Shares 95,123 Est. Cost $29.05 Unrealized
GOOGL ALPHABET INC CAP STK CL A 0.8%
Value ($000) $2,498 Shares 1,425 Est. Cost $53.81 Unrealized +55.2%
LITE LUMENTUM HLDGS INC COM 0.7%
Value ($000) $2,315 Shares 24,420 Est. Cost $50.97 Unrealized +69.2%
IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF 0.7%
Value ($000) $2,306 Shares 34,328 Est. Cost $55.34 Unrealized
IVV ISHARES CORE S&P 500 ETF 0.7%
Value ($000) $2,285 Shares 6,088 Est. Cost $279.09 Unrealized
DIREXION WORK FROM HOME ETF 0.7%
Value ($000) $2,281 Shares 33,789 Est. Cost $61.61 Unrealized
NMIH NMI HLDGS INC CL A 0.7%
Value ($000) $2,252 Shares 99,441 Est. Cost $22.00 Unrealized +3.5%
FS KKR CAP CORP II COM 0.7%
Value ($000) $2,234 Shares 136,217 Est. Cost $14.71 Unrealized
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.7%
Value ($000) $2,178 Shares 18,430 Est. Cost $112.83 Unrealized
ETFMG PRIME CYBER SECURITY ETF 0.6%
Value ($000) $2,104 Shares 36,546 Est. Cost $35.27 Unrealized
MSFT MICROSOFT CORP COM 0.6%
Value ($000) $2,071 Shares 9,312 Est. Cost $109.01 Unrealized +89.0%
MRK MERCK & CO. INC COM 0.6%
Value ($000) $1,904 Shares 23,273 Est. Cost $57.92 Unrealized +12.0%
BOTZ GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE THEMATIC ETF 0.5%
Value ($000) $1,718 Shares 51,838 Est. Cost $18.14 Unrealized
JAZZ JAZZ PHARMACEUTICALS PLC SHS USD 0.5%
Value ($000) $1,718 Shares 10,406 Est. Cost $132.09 Unrealized +12.8%
IYY ISHARES DOW JONES U.S. ETF 0.4%
Value ($000) $1,437 Shares 15,234 Est. Cost $113.46 Unrealized
IVE ISHARES S&P 500 VALUE ETF 0.4%
Value ($000) $1,403 Shares 10,957 Est. Cost $102.69 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.4%
Value ($000) $1,396 Shares 47,363 Est. Cost $23.77 Unrealized
FSK FS KKR CAP CORP COM 0.4%
Value ($000) $1,369 Shares 82,692 Est. Cost $7.38 Unrealized +9.3%
IWB ISHARES RUSSELL 1000 ETF 0.4%
Value ($000) $1,349 Shares 6,369 Est. Cost $139.03 Unrealized
VCSH VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND 0.4%
Value ($000) $1,333 Shares 16,009 Est. Cost $79.32 Unrealized
PPA INVESCO AEROSPACE & DEFENSE ETF 0.4%
Value ($000) $1,296 Shares 19,096 Est. Cost $65.38 Unrealized
JNJ JOHNSON & JOHNSON COM 0.4%
Value ($000) $1,290 Shares 8,198 Est. Cost $114.22 Unrealized +11.7%
EEMV ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF 0.4%
Value ($000) $1,287 Shares 21,078 Est. Cost $53.08 Unrealized
UGI UGI CORP NEW COM 0.4%
Value ($000) $1,275 Shares 36,469 Est. Cost $38.45 Unrealized -9.0%
INTU INTUIT COM 0.4%
Value ($000) $1,263 Shares 3,326 Est. Cost $198.51 Unrealized +71.4%
PG PROCTER AND GAMBLE CO COM 0.4%
Value ($000) $1,254 Shares 9,015 Est. Cost $79.25 Unrealized +55.4%
HDV ISHARES CORE HIGH DIVIDEND ETF 0.4%
Value ($000) $1,254 Shares 14,299 Est. Cost $84.71 Unrealized
GOLDMAN SACHS MLP ENERGY RENAI COM 0.4%
Value ($000) $1,202 Shares 157,731 Est. Cost $6.86 Unrealized
XHB SPDR S&P HOMEBUILDERS ETF 0.3%
Value ($000) $1,143 Shares 19,838 Est. Cost $34.80 Unrealized
ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 0.3%
Value ($000) $1,142 Shares 12,052 Est. Cost $138.83 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.3%
Value ($000) $1,089 Shares 8,373 Est. Cost $95.70 Unrealized
IJK ISHARES S&P MID-CAP 400 GROWTH ETF 0.3%
Value ($000) $1,075 Shares 14,880 Est. Cost $109.09 Unrealized
VNQ VANGUARD REAL ESTATE ETF 0.3%
Value ($000) $1,010 Shares 11,887 Est. Cost $74.14 Unrealized
PEP PEPSICO INC COM 0.3%
Value ($000) $982 Shares 6,624 Est. Cost $90.99 Unrealized +33.2%
FDIS FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ET 0.3%
Value ($000) $976 Shares 13,655 Est. Cost $54.12 Unrealized
COST COSTCO WHSL CORP NEW COM 0.3%
Value ($000) $949 Shares 2,518 Est. Cost $201.98 Unrealized +72.0%
MPT MEDICAL PPTYS TRUST INC COM 0.3%
Value ($000) $946 Shares 43,402 Est. Cost $16.31 Unrealized
BLACKROCK CR ALLOCATION INCOME COM 0.3%
Value ($000) $945 Shares 64,243 Est. Cost $10.70 Unrealized
FDN FIRST TRUST DOW JONES INTERNET INDEX FUND 0.3%
Value ($000) $919 Shares 4,329 Est. Cost $177.04 Unrealized
DIS DISNEY WALT CO COM 0.3%
Value ($000) $914 Shares 5,047 Est. Cost $110.45 Unrealized +27.0%
XOM EXXON MOBIL CORP COM 0.3%
Value ($000) $887 Shares 21,515 Est. Cost $43.60 Unrealized -30.4%
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.3%
Value ($000) $868 Shares 7,649 Est. Cost $92.54 Unrealized
AON AON PLC SHS CL A 0.3%
Value ($000) $865 Shares 4,096 Est. Cost $178.56 Unrealized +10.1%
JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 0.3%
Value ($000) $848 Shares 15,203 Est. Cost $55.35 Unrealized
NUVEEN QUALITY MUNCP INCOME FD COM 0.3%
Value ($000) $848 Shares 55,148 Est. Cost $12.53 Unrealized
RPM RPM INTL INC COM 0.3%
Value ($000) $846 Shares 9,322 Est. Cost $61.25 Unrealized +44.0%
EPD ENTERPRISE PRODS PARTNERS L P COM 0.3%
Value ($000) $843 Shares 43,028 Est. Cost $19.04 Unrealized
ROBO ROBO GLOBAL ROBOTICS AND AUTOMATION INDEX ETF 0.3%
Value ($000) $837 Shares 13,743 Est. Cost $44.59 Unrealized
EMQQ EMQQ THE EMERGING MARKETS INTERNET AND ECOMMERCE ETF 0.3%
Value ($000) $831 Shares 13,076 Est. Cost $54.15 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 0.2%
Value ($000) $818 Shares 11,846 Est. Cost $54.75 Unrealized
IXN ISHARES GLOBAL TECH ETF 0.2%
Value ($000) $800 Shares 2,666 Est. Cost $149.36 Unrealized
GD GENERAL DYNAMICS CORP COM 0.2%
Value ($000) $798 Shares 5,365 Est. Cost $152.08 Unrealized -14.1%
ADP AUTOMATIC DATA PROCESSING INC COM 0.2%
Value ($000) $788 Shares 4,475 Est. Cost $122.33 Unrealized +20.5%
TJX TJX COS INC NEW COM 0.2%
Value ($000) $778 Shares 11,393 Est. Cost $46.04 Unrealized +22.7%
BKNG BOOKING HOLDINGS INC COM 0.2%
Value ($000) $764 Shares 343 Est. Cost $1804.07 Unrealized +5.3%
AMGN AMGEN INC COM 0.2%
Value ($000) $750 Shares 3,261 Est. Cost $157.55 Unrealized +24.6%
SDY SPDR S&P DIVIDEND ETF 0.2%
Value ($000) $749 Shares 7,072 Est. Cost $89.54 Unrealized
IWC ISHARES MICRO-CAP ETF 0.2%
Value ($000) $726 Shares 6,121 Est. Cost $83.22 Unrealized
PIMCO MUN INCOME FD II COM 0.2%
Value ($000) $709 Shares 49,586 Est. Cost $13.57 Unrealized
DBC INVESCO DB COMMODITY INDEX TRACKING FUND 0.2%
Value ($000) $699 Shares 47,578 Est. Cost $12.58 Unrealized
ILCV ISHARES MORNINGSTAR LARGE-CAP VALUE ETF 0.2%
Value ($000) $692 Shares 6,167 Est. Cost $97.91 Unrealized
IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF 0.2%
Value ($000) $681 Shares 5,963 Est. Cost $137.58 Unrealized
ABT ABBOTT LABS COM 0.2%
Value ($000) $664 Shares 6,066 Est. Cost $65.64 Unrealized +51.2%
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 0.2%
Value ($000) $636 Shares 7,957 Est. Cost $75.14 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP COM 0.2%
Value ($000) $635 Shares 8,877 Est. Cost $54.75 Unrealized +6.7%
PM PHILIP MORRIS INTL INC COM 0.2%
Value ($000) $607 Shares 7,337 Est. Cost $57.36 Unrealized +5.2%
VOO VANGUARD S&P 500 ETF 0.2%
Value ($000) $590 Shares 1,716 Est. Cost $245.59 Unrealized
HON HONEYWELL INTL INC COM 0.2%
Value ($000) $580 Shares 2,728 Est. Cost $125.32 Unrealized +30.7%
DGRO ISHARES CORE DIVIDEND GROWTH ETF 0.2%
Value ($000) $574 Shares 12,815 Est. Cost $37.54 Unrealized
CMCSA COMCAST CORP NEW CL A 0.2%
Value ($000) $573 Shares 10,928 Est. Cost $32.22 Unrealized +29.3%
HD HOME DEPOT INC COM 0.2%
Value ($000) $573 Shares 2,156 Est. Cost $159.92 Unrealized +51.6%
FISV FISERV INC COM 0.2%
Value ($000) $567 Shares 4,980 Est. Cost $77.65 Unrealized +38.8%
ISHARES COMEX GOLD TRUST 0.2%
Value ($000) $566 Shares 31,209 Est. Cost $15.63 Unrealized
XLB MATERIALS SELECT SECTOR SPDR FUND 0.2%
Value ($000) $566 Shares 7,818 Est. Cost $51.04 Unrealized
IWV ISHARES RUSSELL 3000 ETF 0.2%
Value ($000) $556 Shares 2,487 Est. Cost $173.46 Unrealized
BMY BRISTOL-MYERS SQUIBB CO COM 0.2%
Value ($000) $556 Shares 8,971 Est. Cost $39.72 Unrealized +26.0%
ITW ILLINOIS TOOL WKS INC COM 0.2%
Value ($000) $556 Shares 2,725 Est. Cost $110.71 Unrealized +63.5%
T AT&T INC COM 0.2%
Value ($000) $554 Shares 19,254 Est. Cost $14.71 Unrealized +4.5%
GLD SPDR GOLD SHARES 0.2%
Value ($000) $552 Shares 3,097 Est. Cost $162.02 Unrealized
SPIP SPDR PORTFOLIO TIPS ETF 0.2%
Value ($000) $536 Shares 17,200 Est. Cost $31.16 Unrealized
AJG GALLAGHER ARTHUR J & CO COM 0.2%
Value ($000) $536 Shares 4,333 Est. Cost $67.97 Unrealized +58.5%
EFA ISHARES MSCI EAFE ETF 0.2%
Value ($000) $529 Shares 7,250 Est. Cost $73.93 Unrealized
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 0.2%
Value ($000) $518 Shares 5,328 Est. Cost $95.81 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND 0.2%
Value ($000) $509 Shares 3,608 Est. Cost $100.14 Unrealized
XRT SPDR S&P RETAIL ETF 0.1%
Value ($000) $490 Shares 7,616 Est. Cost $63.98 Unrealized
CWB SPDR BLOOMBERG BARCLAYS CONVERTIBLE SECURITIES ETF 0.1%
Value ($000) $488 Shares 5,898 Est. Cost $61.52 Unrealized
CIBR FIRST TRUST NASDAQ CEA CYBERSECURITY ETF 0.1%
Value ($000) $460 Shares 10,372 Est. Cost $34.62 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.1%
Value ($000) $448 Shares 2,283 Est. Cost $134.45 Unrealized
ICF ISHARES COHEN & STEERS REIT ETF 0.1%
Value ($000) $446 Shares 8,272 Est. Cost $74.80 Unrealized
CSCO CISCO SYS INC COM 0.1%
Value ($000) $443 Shares 9,910 Est. Cost $38.43 Unrealized -8.2%
CVX CHEVRON CORP NEW COM 0.1%
Value ($000) $442 Shares 5,236 Est. Cost $82.92 Unrealized -21.6%
XYL XYLEM INC COM 0.1%
Value ($000) $433 Shares 4,250 Est. Cost $61.75 Unrealized +43.5%
SYK STRYKER CORPORATION COM 0.1%
Value ($000) $429 Shares 1,752 Est. Cost $154.78 Unrealized +38.6%
NSC NORFOLK SOUTHN CORP COM 0.1%
Value ($000) $428 Shares 1,801 Est. Cost $144.69 Unrealized +41.5%
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 0.1%
Value ($000) $422 Shares 3,057 Est. Cost $131.23 Unrealized
USRT ISHARES CORE U.S. REIT ETF 0.1%
Value ($000) $406 Shares 8,391 Est. Cost $48.70 Unrealized
IHAK ISHARES CYBERSECURITY AND TECH ETF 0.1%
Value ($000) $406 Shares 10,057 Est. Cost $35.37 Unrealized
WST WEST PHARMACEUTICAL SVSC INC COM 0.1%
Value ($000) $400 Shares 1,411 Est. Cost $115.92 Unrealized +139.0%
APLE APPLE HOSPITALITY REIT INC COM NEW 0.1%
Value ($000) $395 Shares 30,560 Est. Cost $12.22 Unrealized
FHLC FIDELITY MSCI HEALTH CARE INDEX ETF 0.1%
Value ($000) $382 Shares 6,608 Est. Cost $41.55 Unrealized
KWEB KRANESHARES CSI CHINA INTERNET ETF 0.1%
Value ($000) $377 Shares 4,903 Est. Cost $73.59 Unrealized
KO COCA COLA CO COM 0.1%
Value ($000) $373 Shares 6,810 Est. Cost $40.70 Unrealized +8.8%
WTRG ESSENTIAL UTILS INC COM 0.1%
Value ($000) $371 Shares 7,853 Est. Cost $46.02 Unrealized -3.5%
VFC V F CORP COM 0.1%
Value ($000) $366 Shares 4,284 Est. Cost $76.50 Unrealized +4.5%
SYY SYSCO CORP COM 0.1%
Value ($000) $365 Shares 4,912 Est. Cost $55.32 Unrealized +8.5%
FLOT ISHARES FLOATING RATE BOND ETF 0.1%
Value ($000) $353 Shares 6,965 Est. Cost $68.13 Unrealized
COLONY CAP INC NEW CL A COM 0.1%
Value ($000) $349 Shares 72,478 Est. Cost $3.96 Unrealized
ZROZ PIMCO 25 YEAR ZERO COUPON U.S. TREASURY INDEX EXCHANGE-TRADED FUND 0.1%
Value ($000) $344 Shares 2,102 Est. Cost $114.52 Unrealized
AMT AMERICAN TOWER CORP NEW COM 0.1%
Value ($000) $324 Shares 1,442 Est. Cost $210.61 Unrealized -5.2%
IMCG ISHARES MORNINGSTAR MID-CAP GROWTH ETF 0.1%
Value ($000) $320 Shares 835 Est. Cost $203.40 Unrealized
BLACKROCK CORE BD TR SHS BEN INT 0.1%
Value ($000) $320 Shares 19,654 Est. Cost $12.86 Unrealized
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.1%
Value ($000) $317 Shares 4,947 Est. Cost $51.15 Unrealized
MO ALTRIA GROUP INC COM 0.1%
Value ($000) $317 Shares 7,729 Est. Cost $32.42 Unrealized -17.7%
VNQI VANGUARD GLOBAL EX-U.S. REAL ESTATE INDEX 0.1%
Value ($000) $315 Shares 5,808 Est. Cost $54.24 Unrealized
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.1%
Value ($000) $315 Shares 1,099 Est. Cost $159.59 Unrealized
IUSV ISHARES CORE S&P U.S. VALUE ETF 0.1%
Value ($000) $307 Shares 4,941 Est. Cost $55.90 Unrealized
POOL POOL CORP COM 0.1%
Value ($000) $300 Shares 805 Est. Cost $167.62 Unrealized +96.1%
KMI KINDER MORGAN INC DEL COM 0.1%
Value ($000) $298 Shares 21,807 Est. Cost $10.87 Unrealized -8.6%
KIE SPDR S&P INSURANCE ETF 0.1%
Value ($000) $296 Shares 8,829 Est. Cost $27.81 Unrealized
KXI ISHARES GLOBAL CONSUMER STAPLES ETF 0.1%
Value ($000) $295 Shares 5,061 Est. Cost $45.93 Unrealized
SNSR GLOBAL X INTERNET OF THINGS THEMATIC ETF 0.1%
Value ($000) $294 Shares 9,263 Est. Cost $25.55 Unrealized
VTC VANGUARD TOTAL CORPORATE BOND ETF 0.1%
Value ($000) $280 Shares 2,971 Est. Cost $89.64 Unrealized
VTV VANGUARD VALUE INDEX FUND 0.1%
Value ($000) $278 Shares 2,333 Est. Cost $108.77 Unrealized
VGT VANGUARD INFORMATION TECHNOLOGY INDEX FUND 0.1%
Value ($000) $277 Shares 782 Est. Cost $203.47 Unrealized
PUTNAM MUN OPPORTUNITIES TR SH BEN INT 0.1%
Value ($000) $273 Shares 19,934 Est. Cost $12.76 Unrealized
CARR CARRIER GLOBAL CORPORATION COM 0.1%
Value ($000) $272 Shares 7,215 Est. Cost $17.23 Unrealized +96.2%
UPRO PROSHARES ULTRAPRO S&P 500 0.1%
Value ($000) $268 Shares 3,485 Est. Cost $37.00 Unrealized
TROW PRICE T ROWE GROUP INC COM 0.1%
Value ($000) $267 Shares 1,766 Est. Cost $81.09 Unrealized +41.0%
FUTY FIDELITY MSCI UTILITIES INDEX ETF 0.1%
Value ($000) $262 Shares 6,461 Est. Cost $36.13 Unrealized
GABELLI DIVID & INCOME TR COM 0.1%
Value ($000) $257 Shares 11,969 Est. Cost $17.62 Unrealized
AWK AMERICAN WTR WKS CO INC NEW COM 0.1%
Value ($000) $257 Shares 1,677 Est. Cost $97.49 Unrealized +42.9%
SBUX STARBUCKS CORP COM 0.1%
Value ($000) $256 Shares 2,391 Est. Cost $68.83 Unrealized +23.7%
IYR ISHARES U.S. REAL ESTATE ETF 0.1%
Value ($000) $250 Shares 2,923 Est. Cost $74.69 Unrealized
SIXG DEFIANCE NEXT GEN CONNECTIVITY ETF 0.1%
Value ($000) $249 Shares 7,403 Est. Cost $32.13 Unrealized
ICSH BLACKROCK ULTRA SHORT-TERM BOND ETF 0.1%
Value ($000) $249 Shares 4,928 Est. Cost $50.52 Unrealized
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.1%
Value ($000) $249 Shares 1,068 Est. Cost $186.35 Unrealized
PFE PFIZER INC COM 0.1%
Value ($000) $247 Shares 6,722 Est. Cost $28.40 Unrealized +0.8%
WESTROCK CO COM 0.1%
Value ($000) $245 Shares 5,631 Est. Cost $27.49 Unrealized
HUM HUMANA INC COM 0.1%
Value ($000) $236 Shares 575 Est. Cost $354.81 Unrealized +11.8%
MUB ISHARES NATIONAL MUNI BOND ETF 0.1%
Value ($000) $235 Shares 2,003 Est. Cost $114.25 Unrealized
DOW DOW INC COM 0.1%
Value ($000) $233 Shares 4,189 Est. Cost $35.96 Unrealized +8.5%
PGX INVESCO PREFERRED ETF 0.1%
Value ($000) $233 Shares 15,257 Est. Cost $14.13 Unrealized
LEMB ISHARES J.P. MORGAN EM LOCAL CURRENCY BOND ETF 0.1%
Value ($000) $232 Shares 5,128 Est. Cost $45.76 Unrealized
IWN ISHARES RUSSELL 2000 VALUE ETF 0.1%
Value ($000) $226 Shares 1,713 Est. Cost $88.08 Unrealized
MDY SPDR S&P MIDCAP 400 ETF 0.1%
Value ($000) $225 Shares 537 Est. Cost $314.03 Unrealized
XMVFX BLACKROCK MUNIVEST FD INC COM 0.1%
Value ($000) $222 Shares 24,126 Est. Cost $8.53 Unrealized
ISCG ISHARES MORNINGSTAR SMALL-CAP GROWTH ETF 0.1%
Value ($000) $220 Shares 725 Est. Cost $200.14 Unrealized
XMUIX BLACKROCK MUNI INTER DR FD INC COM 0.1%
Value ($000) $218 Shares 14,675 Est. Cost $13.74 Unrealized
MBB ISHARES MBS ETF 0.1%
Value ($000) $216 Shares 1,962 Est. Cost $108.50 Unrealized
UNH UNITEDHEALTH GROUP INC COM 0.1%
Value ($000) $211 Shares 602 Est. Cost $222.89 Unrealized +38.3%
V VISA INC COM CL A 0.1%
Value ($000) $210 Shares 958 Est. Cost $157.79 Unrealized +25.0%
EQR EQUITY RESIDENTIAL SH BEN INT 0.1%
Value ($000) $207 Shares 3,498 Est. Cost $51.33 Unrealized -9.9%
DD DUPONT DE NEMOURS INC COM 0.1%
Value ($000) $207 Shares 2,917 Est. Cost $27.16 Unrealized -12.7%
TTC TORO CO COM 0.1%
Value ($000) $204 Shares 2,148 Est. Cost $70.20 Unrealized +25.9%
ROYAL DUTCH SHELL PLC SPONS ADR A 0.1%
Value ($000) $204 Shares 5,812 Est. Cost $32.27 Unrealized
ROL ROLLINS INC COM 0.1%
Value ($000) $198 Shares 5,062 Est. Cost $27.96 Unrealized +30.0%
DAL DELTA AIR LINES INC DEL COM NEW 0.1%
Value ($000) $197 Shares 4,909 Est. Cost $48.02 Unrealized -26.3%
CL COLGATE PALMOLIVE CO COM 0.1%
Value ($000) $197 Shares 2,300 Est. Cost $60.83 Unrealized +20.7%
CAT CATERPILLAR INC COM 0.1%
Value ($000) $197 Shares 1,083 Est. Cost $114.70 Unrealized +34.3%
UPS UNITED PARCEL SERVICE INC CL B 0.1%
Value ($000) $193 Shares 1,145 Est. Cost $84.76 Unrealized +61.5%
TECH BIO-TECHNE CORP COM 0.1%
Value ($000) $192 Shares 604 Est. Cost $48.91 Unrealized +44.9%
BWA BORGWARNER INC COM 0.1%
Value ($000) $189 Shares 4,894 Est. Cost $31.04 Unrealized +1.3%
BAC BK OF AMERICA CORP COM 0.1%
Value ($000) $188 Shares 6,216 Est. Cost $23.92 Unrealized -1.1%
FEX FIRST TRUST LARGE CAP CORE ALPHADEX FUND 0.1%
Value ($000) $187 Shares 2,543 Est. Cost $61.59 Unrealized
ZBRA ZEBRA TECHNOLOGIES CORPORATION CL A 0.1%
Value ($000) $186 Shares 485 Est. Cost $201.62 Unrealized +66.9%
SCZ ISHARES MSCI EAFE SMALL-CAP ETF 0.1%
Value ($000) $184 Shares 2,693 Est. Cost $49.57 Unrealized
MDT MEDTRONIC PLC SHS 0.1%
Value ($000) $182 Shares 1,554 Est. Cost $77.94 Unrealized +22.0%
IWD ISHARES RUSSELL 1000 VALUE ETF 0.1%
Value ($000) $182 Shares 1,334 Est. Cost $110.94 Unrealized
OTIS OTIS WORLDWIDE CORP COM 0.1%
Value ($000) $181 Shares 2,677 Est. Cost $47.48 Unrealized +26.5%
VEU VANGUARD FTSE ALL-WORLD EX US INDEX FUND 0.1%
Value ($000) $181 Shares 3,099 Est. Cost $46.15 Unrealized
POWI POWER INTEGRATIONS INC COM 0.1%
Value ($000) $181 Shares 2,212 Est. Cost $44.29 Unrealized +45.0%
MCHI ISHARES MSCI CHINA ETF 0.1%
Value ($000) $179 Shares 2,208 Est. Cost $78.68 Unrealized
WIP SPDR FTSE INTERNATIONAL GOVERNMENT INFLATION-PROTECTED BOND ETF 0.1%
Value ($000) $178 Shares 3,032 Est. Cost $54.91 Unrealized
FICO FAIR ISAAC CORP COM 0.1%
Value ($000) $178 Shares 348 Est. Cost $290.07 Unrealized +60.3%
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF 0.1%
Value ($000) $177 Shares 580 Est. Cost $265.69 Unrealized
COHEN & STEERS MLP & ENGY OPP COM SHS 0.1%
Value ($000) $176 Shares 75,793 Est. Cost $5.70 Unrealized
CCI CROWN CASTLE INTL CORP NEW COM 0.1%
Value ($000) $175 Shares 1,101 Est. Cost $97.43 Unrealized +31.2%
SPDR S&P 600 SMALL CAP ETF 0.1%
Value ($000) $175 Shares 2,200 Est. Cost $67.44 Unrealized
NUVEEN PENNSYLVANIA QLT MUN FD COM 0.1%
Value ($000) $174 Shares 12,030 Est. Cost $12.37 Unrealized
BLACKROCK CORPOR HI YLD FD INC COM 0.1%
Value ($000) $173 Shares 15,120 Est. Cost $10.25 Unrealized
CHD CHURCH & DWIGHT INC COM 0.1%
Value ($000) $173 Shares 1,985 Est. Cost $68.73 Unrealized +21.3%
MKTX MARKETAXESS HLDGS INC COM 0.1%
Value ($000) $171 Shares 300 Est. Cost $270.14 Unrealized +90.0%
WPC WP CAREY INC COM 0.1%
Value ($000) $170 Shares 2,410 Est. Cost $69.71 Unrealized
AMERICAN CAMPUS CMNTYS INC COM 0.1%
Value ($000) $169 Shares 3,949 Est. Cost $46.59 Unrealized
A AGILENT TECHNOLOGIES INC COM 0.1%
Value ($000) $169 Shares 1,422 Est. Cost $78.89 Unrealized +35.6%
GGG GRACO INC COM 0.1%
Value ($000) $168 Shares 2,322 Est. Cost $46.33 Unrealized +35.4%
META FACEBOOK INC CL A 0.1%
Value ($000) $167 Shares 613 Est. Cost $185.96 Unrealized +46.4%
XT ISHARES EXPONENTIAL TECHNOLOGIES ETF 0.1%
Value ($000) $166 Shares 2,892 Est. Cost $38.98 Unrealized
TYL TYLER TECHNOLOGIES INC COM 0.0%
Value ($000) $163 Shares 373 Est. Cost $216.93 Unrealized +90.2%
CSX CSX CORP COM 0.0%
Value ($000) $163 Shares 1,791 Est. Cost $23.47 Unrealized +14.2%
FCF FIRST COMWLTH FINL CORP PA COM 0.0%
Value ($000) $161 Shares 14,696 Est. Cost $10.53 Unrealized -24.1%
ADI ANALOG DEVICES INC COM 0.0%
Value ($000) $160 Shares 1,086 Est. Cost $99.37 Unrealized +22.0%
EMB ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETF 0.0%
Value ($000) $159 Shares 1,371 Est. Cost $113.50 Unrealized
PNC PNC FINL SVCS GROUP INC COM 0.0%
Value ($000) $158 Shares 1,064 Est. Cost $94.67 Unrealized +12.5%
BBY BEST BUY INC COM 0.0%
Value ($000) $158 Shares 1,580 Est. Cost $53.82 Unrealized +67.1%
KMB KIMBERLY-CLARK CORP COM 0.0%
Value ($000) $158 Shares 1,172 Est. Cost $110.48 Unrealized +5.0%
PPL PPL CORP COM 0.0%
Value ($000) $157 Shares 5,567 Est. Cost $22.83 Unrealized +1.5%
LOW LOWES COS INC COM 0.0%
Value ($000) $156 Shares 972 Est. Cost $104.03 Unrealized +42.3%
FMC FMC CORP COM NEW 0.0%
Value ($000) $156 Shares 1,361 Est. Cost $77.89 Unrealized +21.7%
JKHY HENRY JACK & ASSOC INC COM 0.0%
Value ($000) $153 Shares 946 Est. Cost $127.79 Unrealized +16.6%
FOXF FOX FACTORY HLDG CORP COM 0.0%
Value ($000) $153 Shares 1,452 Est. Cost $74.17 Unrealized +22.5%
GENERAL ELECTRIC CO COM 0.0%
Value ($000) $153 Shares 14,203 Est. Cost $7.42 Unrealized
NDSN NORDSON CORP COM 0.0%
Value ($000) $153 Shares 760 Est. Cost $128.10 Unrealized +47.9%
EEM ISHARES MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $151 Shares 2,928 Est. Cost $36.50 Unrealized
O REALTY INCOME CORP COM 0.0%
Value ($000) $149 Shares 2,399 Est. Cost $40.25 Unrealized +13.3%
FFIN FIRST FINL BANKSHARES COM 0.0%
Value ($000) $147 Shares 4,056 Est. Cost $26.58 Unrealized +11.8%
VCR VANGUARD CONSUMER DISCRETIONARY INDEX FUND 0.0%
Value ($000) $147 Shares 535 Est. Cost $172.42 Unrealized
VPU VANGUARD UTILITIES INDEX FUND 0.0%
Value ($000) $147 Shares 1,072 Est. Cost $128.97 Unrealized
BND VANGUARD TOTAL BOND MARKET INDEX FUND 0.0%
Value ($000) $147 Shares 1,662 Est. Cost $87.11 Unrealized
EXPO EXPONENT INC COM 0.0%
Value ($000) $142 Shares 1,576 Est. Cost $52.92 Unrealized +42.1%
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $141 Shares 1,591 Est. Cost $77.03 Unrealized
TD TORONTO DOMINION BK ONT COM NEW 0.0%
Value ($000) $139 Shares 2,466 Est. Cost $54.84 Unrealized -7.6%
VDC VANGUARD CONSUMER STAPLES INDEX FUND 0.0%
Value ($000) $138 Shares 795 Est. Cost $144.89 Unrealized
VHT VANGUARD HEALTH CARE INDEX FUND 0.0%
Value ($000) $138 Shares 619 Est. Cost $163.01 Unrealized
AMAT APPLIED MATLS INC COM 0.0%
Value ($000) $137 Shares 1,583 Est. Cost $39.35 Unrealized +79.6%
XLRE REAL ESTATE SELECT SECTOR SPDR FUND 0.0%
Value ($000) $136 Shares 3,710 Est. Cost $35.62 Unrealized
ETFMG ALTERNATIVE HARVEST ETF 0.0%
Value ($000) $135 Shares 9,414 Est. Cost $28.14 Unrealized
IUSG ISHARES CORE S&P U.S. GROWTH ETF 0.0%
Value ($000) $135 Shares 1,520 Est. Cost $62.48 Unrealized
ASPEN TECHNOLOGY INC COM 0.0%
Value ($000) $133 Shares 1,024 Est. Cost $125.98 Unrealized
IYT ISHARES TRANSPORTATION AVERAGE ETF 0.0%
Value ($000) $133 Shares 602 Est. Cost $189.87 Unrealized
NERD ROUNDHILL BITKRAFT ESPORTS & DIGITAL ENTERTAINMENT ETF 0.0%
Value ($000) $132 Shares 4,380 Est. Cost $27.73 Unrealized
HERO GLOBAL X VIDEO GAMES & ESPORTS ETF 0.0%
Value ($000) $131 Shares 4,208 Est. Cost $29.61 Unrealized
CYBERARK SOFTWARE LTD SHS 0.0%
Value ($000) $131 Shares 809 Est. Cost $102.60 Unrealized
TFC TRUIST FINL CORP COM 0.0%
Value ($000) $125 Shares 2,606 Est. Cost $40.89 Unrealized -12.8%
FDS FACTSET RESH SYS INC COM 0.0%
Value ($000) $125 Shares 375 Est. Cost $259.58 Unrealized +21.2%
SHY ISHARES 1-3 YEAR TREASURY BOND ETF 0.0%
Value ($000) $123 Shares 1,430 Est. Cost $84.84 Unrealized
WES WESTERN MIDSTREAM PARTNERS LP COM UNIT LP INT 0.0%
Value ($000) $121 Shares 8,789 Est. Cost $9.93 Unrealized
IYK ISHARES U.S. CONSUMER GOODS ETF 0.0%
Value ($000) $120 Shares 690 Est. Cost $121.70 Unrealized
APD AIR PRODS & CHEMS INC COM 0.0%
Value ($000) $119 Shares 435 Est. Cost $177.78 Unrealized +39.3%
BFAM BRIGHT HORIZONS FAM SOL IN DEL COM 0.0%
Value ($000) $118 Shares 682 Est. Cost $134.11 Unrealized +22.1%
CHE CHEMED CORP NEW COM 0.0%
Value ($000) $117 Shares 219 Est. Cost $327.09 Unrealized +47.7%
VFH VANGUARD FINANCIALS INDEX FUND 0.0%
Value ($000) $117 Shares 1,605 Est. Cost $52.42 Unrealized
SPIRIT RLTY CAP INC NEW COM NEW 0.0%
Value ($000) $116 Shares 2,888 Est. Cost $42.24 Unrealized
AFL AFLAC INC COM 0.0%
Value ($000) $116 Shares 2,600 Est. Cost $44.08 Unrealized -17.6%
MAIN MAIN STR CAP CORP COM 0.0%
Value ($000) $115 Shares 3,552 Est. Cost $36.25 Unrealized -15.3%
MCD MCDONALDS CORP COM 0.0%
Value ($000) $114 Shares 530 Est. Cost $172.46 Unrealized +12.1%
SMIN ISHARES MSCI INDIA SMALL CAP INDEX FUND 0.0%
Value ($000) $114 Shares 2,686 Est. Cost $37.43 Unrealized
PRU PRUDENTIAL FINL INC COM 0.0%
Value ($000) $114 Shares 1,461 Est. Cost $70.35 Unrealized -20.0%
ETN EATON CORP PLC SHS 0.0%
Value ($000) $114 Shares 951 Est. Cost $71.93 Unrealized +44.4%
NXST NEXSTAR MEDIA GROUP INC CL A 0.0%
Value ($000) $113 Shares 1,034 Est. Cost $87.92 Unrealized -5.9%
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $112 Shares 1,914 Est. Cost $44.59 Unrealized +12.4%
NVO NOVO-NORDISK A S ADR 0.0%
Value ($000) $112 Shares 1,609 Est. Cost $52.36 Unrealized
AAL AMERICAN AIRLS GROUP INC COM 0.0%
Value ($000) $111 Shares 7,021 Est. Cost $28.68 Unrealized -51.7%
WY WEYERHAEUSER CO MTN BE COM NEW 0.0%
Value ($000) $110 Shares 3,277 Est. Cost $20.08 Unrealized +22.0%
INTC INTEL CORP COM 0.0%
Value ($000) $109 Shares 2,189 Est. Cost $41.26 Unrealized +6.7%
HAE HAEMONETICS CORP COM 0.0%
Value ($000) $108 Shares 912 Est. Cost $98.39 Unrealized +9.4%
VTI VANGUARD TOTAL STOCK MARKET INDEX FUND 0.0%
Value ($000) $105 Shares 539 Est. Cost $156.02 Unrealized
IWR ISHARES RUSSELL MID-CAP ETF 0.0%
Value ($000) $104 Shares 1,518 Est. Cost $56.01 Unrealized
ISHARES IBONDS MAR 2023 TERM CORPORATE ETF 0.0%
Value ($000) $102 Shares 3,746 Est. Cost $26.55 Unrealized
ROG ROGERS CORP COM 0.0%
Value ($000) $102 Shares 657 Est. Cost $162.90 Unrealized -18.7%
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.0%
Value ($000) $101 Shares 789 Est. Cost $107.98 Unrealized
TNA DIREXION DAILY SMALL CAP BULL 3X SHARES 0.0%
Value ($000) $101 Shares 1,525 Est. Cost $44.10 Unrealized
IWL ISHARES RUSSELL TOP 200 ETF 0.0%
Value ($000) $100 Shares 1,110 Est. Cost $68.11 Unrealized
ATR APTARGROUP INC COM 0.0%
Value ($000) $100 Shares 729 Est. Cost $104.73 Unrealized +10.8%
LLY LILLY ELI & CO COM 0.0%
Value ($000) $99 Shares 585 Est. Cost $107.91 Unrealized +31.0%
JPM JPMORGAN CHASE & CO COM 0.0%
Value ($000) $98 Shares 773 Est. Cost $98.08 Unrealized +0.1%
ARENA PHARMACEUTICALS INC COM NEW 0.0%
Value ($000) $96 Shares 1,250 Est. Cost $62.40 Unrealized
AAON AAON INC COM PAR $0.004 0.0%
Value ($000) $95 Shares 1,423 Est. Cost $30.60 Unrealized +34.5%
LAD LITHIA MTRS INC CL A 0.0%
Value ($000) $95 Shares 325 Est. Cost $110.60 Unrealized +147.3%
VYM VANGUARD HIGH DIVIDEND YIELD ETF 0.0%
Value ($000) $94 Shares 1,025 Est. Cost $87.19 Unrealized
QTUM DEFIANCE QUANTUM ETF 0.0%
Value ($000) $94 Shares 2,267 Est. Cost $25.10 Unrealized
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $93 Shares 2,572 Est. Cost $35.57 Unrealized
CMI CUMMINS INC COM 0.0%
Value ($000) $93 Shares 409 Est. Cost $141.77 Unrealized +39.8%
STM STMICROELECTRONICS N V NY REGISTRY 0.0%
Value ($000) $93 Shares 2,514 Est. Cost $25.91 Unrealized
ROP ROPER TECHNOLOGIES INC COM 0.0%
Value ($000) $93 Shares 215 Est. Cost $341.35 Unrealized +16.7%
MAXIM INTEGRATED PRODS INC COM 0.0%
Value ($000) $91 Shares 1,030 Est. Cost $60.00 Unrealized
SMH VANECK VECTORS SEMICONDUCTOR ETF 0.0%
Value ($000) $91 Shares 419 Est. Cost $126.56 Unrealized
SIRIUS XM HOLDINGS INC COM 0.0%
Value ($000) $91 Shares 14,221 Est. Cost $5.65 Unrealized
WMT WALMART INC COM 0.0%
Value ($000) $90 Shares 627 Est. Cost $33.79 Unrealized +33.9%
TSCO TRACTOR SUPPLY CO COM 0.0%
Value ($000) $90 Shares 639 Est. Cost $18.63 Unrealized +38.2%
RBC RBC BEARINGS INC COM 0.0%
Value ($000) $88 Shares 491 Est. Cost $141.53 Unrealized +7.9%
NOC NORTHROP GRUMMAN CORP COM 0.0%
Value ($000) $88 Shares 290 Est. Cost $267.26 Unrealized +5.1%
CDK GLOBAL INC COM 0.0%
Value ($000) $88 Shares 1,690 Est. Cost $49.11 Unrealized
BOH BANK HAWAII CORP COM 0.0%
Value ($000) $87 Shares 1,130 Est. Cost $61.23 Unrealized -10.2%
EZM WISDOMTREE U.S. MIDCAP FUND 0.0%
Value ($000) $86 Shares 1,989 Est. Cost $39.71 Unrealized
LFUS LITTELFUSE INC COM 0.0%
Value ($000) $86 Shares 336 Est. Cost $181.41 Unrealized +22.1%
ICLR ICON PLC SHS 0.0%
Value ($000) $85 Shares 438 Est. Cost $140.24 Unrealized +39.4%
NVS NOVARTIS AG SPONSORED ADR 0.0%
Value ($000) $84 Shares 885 Est. Cost $89.40 Unrealized
FDLO FIDELITY LOW VOLATILITY FACTOR ETF 0.0%
Value ($000) $84 Shares 1,967 Est. Cost $35.13 Unrealized
PFF ISHARES PREFERRED AND INCOME SECURITIES ETF 0.0%
Value ($000) $84 Shares 2,190 Est. Cost $36.67 Unrealized
QEMM SPDR MSCI EMERGING MARKETS STRATEGICFACTORS ETF 0.0%
Value ($000) $83 Shares 1,273 Est. Cost $59.80 Unrealized
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $82 Shares 3,998 Est. Cost $22.14 Unrealized
VIS VANGUARD INDUSTRIALS INDEX FUND 0.0%
Value ($000) $82 Shares 483 Est. Cost $111.04 Unrealized
ISRG INTUITIVE SURGICAL INC COM NEW 0.0%
Value ($000) $82 Shares 100 Est. Cost $176.07 Unrealized +41.0%
VMBS VANGUARD MORTGAGE-BACKED SECURITIES ETF 0.0%
Value ($000) $82 Shares 1,520 Est. Cost $52.59 Unrealized
SXT SENSIENT TECHNOLOGIES CORP COM 0.0%
Value ($000) $82 Shares 1,112 Est. Cost $70.61 Unrealized -1.1%
PNQI INVESCO NASDAQ INTERNET ETF 0.0%
Value ($000) $81 Shares 356 Est. Cost $227.53 Unrealized
VOX VANGUARD COMMUNICATION SERVICES ETF 0.0%
Value ($000) $81 Shares 670 Est. Cost $72.18 Unrealized
NUVEEN MUN HIGH INCOME OPPORTU COM 0.0%
Value ($000) $80 Shares 5,527 Est. Cost $13.92 Unrealized
CFR CULLEN FROST BANKERS INC COM 0.0%
Value ($000) $80 Shares 920 Est. Cost $79.79 Unrealized -15.3%
AVGO BROADCOM INC COM 0.0%
Value ($000) $80 Shares 182 Est. Cost $24.44 Unrealized +42.5%
DGRW WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND 0.0%
Value ($000) $79 Shares 1,458 Est. Cost $43.91 Unrealized
RFG INVESCO S&P MIDCAP 400 PURE GROWTH ETF 0.0%
Value ($000) $78 Shares 386 Est. Cost $146.21 Unrealized
REET ISHARES GLOBAL REIT ETF 0.0%
Value ($000) $76 Shares 3,176 Est. Cost $17.85 Unrealized
DUK DUKE ENERGY CORP NEW COM NEW 0.0%
Value ($000) $76 Shares 828 Est. Cost $67.76 Unrealized +11.7%
FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND 0.0%
Value ($000) $75 Shares 2,140 Est. Cost $32.38 Unrealized
ET ENERGY TRANSFER LP COM UT LTD PTN 0.0%
Value ($000) $74 Shares 12,023 Est. Cost $10.47 Unrealized
EW EDWARDS LIFESCIENCES CORP COM 0.0%
Value ($000) $74 Shares 813 Est. Cost $67.53 Unrealized +22.8%
WMB WILLIAMS COS INC COM 0.0%
Value ($000) $72 Shares 3,601 Est. Cost $18.64 Unrealized -16.1%
VTR VENTAS INC COM 0.0%
Value ($000) $71 Shares 1,456 Est. Cost $45.12 Unrealized -14.4%
VTEB VANGUARD TAX-EXEMPT BOND ETF 0.0%
Value ($000) $70 Shares 1,273 Est. Cost $54.05 Unrealized
IOO ISHARES GLOBAL 100 ETF 0.0%
Value ($000) $69 Shares 1,092 Est. Cost $48.79 Unrealized
PWB INVESCO DYNAMIC LARGE CAP GROWTH ETF 0.0%
Value ($000) $69 Shares 1,023 Est. Cost $61.58 Unrealized
STZ CONSTELLATION BRANDS INC CL A 0.0%
Value ($000) $69 Shares 313 Est. Cost $175.18 Unrealized +3.2%
F FORD MTR CO DEL COM 0.0%
Value ($000) $69 Shares 7,882 Est. Cost $6.53 Unrealized -2.7%
WM WASTE MGMT INC DEL COM 0.0%
Value ($000) $69 Shares 581 Est. Cost $97.23 Unrealized +10.5%
LMT LOCKHEED MARTIN CORP COM 0.0%
Value ($000) $69 Shares 194 Est. Cost $302.81 Unrealized +5.3%
MGA MAGNA INTL INC COM 0.0%
Value ($000) $68 Shares 957 Est. Cost $38.61 Unrealized +29.5%
WSO WATSCO INC COM 0.0%
Value ($000) $68 Shares 298 Est. Cost $157.07 Unrealized +46.3%
IXC ISHARES GLOBAL ENERGY ETF 0.0%
Value ($000) $67 Shares 3,283 Est. Cost $25.26 Unrealized
FEDERAL RLTY INVT TR SH BEN INT NEW 0.0%
Value ($000) $67 Shares 786 Est. Cost $86.08 Unrealized
FMB FIRST TRUST MANAGED MUNICIPAL ETF 0.0%
Value ($000) $66 Shares 1,159 Est. Cost $54.97 Unrealized
MTB M & T BK CORP COM 0.0%
Value ($000) $66 Shares 518 Est. Cost $132.98 Unrealized -27.3%
EATON VANCE TAX-MANAGED GLOBAL COM 0.0%
Value ($000) $65 Shares 6,753 Est. Cost $8.57 Unrealized
GOVT ISHARES U.S. TREASURY BOND ETF 0.0%
Value ($000) $65 Shares 2,388 Est. Cost $25.33 Unrealized
DG DOLLAR GEN CORP NEW COM 0.0%
Value ($000) $64 Shares 304 Est. Cost $120.28 Unrealized +64.7%
ANGL VANECK VECTORS FALLEN ANGEL HIGH YIELD BOND ETF 0.0%
Value ($000) $62 Shares 1,927 Est. Cost $32.17 Unrealized
MZTI LANCASTER COLONY CORP COM 0.0%
Value ($000) $62 Shares 337 Est. Cost $149.84 Unrealized +16.3%
ICE INTERCONTINENTAL EXCHANGE INC COM 0.0%
Value ($000) $62 Shares 542 Est. Cost $91.98 Unrealized +5.6%
BCPC BALCHEM CORP COM 0.0%
Value ($000) $61 Shares 531 Est. Cost $93.67 Unrealized +9.2%
CBU COMMUNITY BK SYS INC COM 0.0%
Value ($000) $61 Shares 979 Est. Cost $52.49 Unrealized -0.2%
FAS DIREXION DAILY FINANCIAL BULL 3X SHARES 0.0%
Value ($000) $60 Shares 982 Est. Cost $33.31 Unrealized
IDU ISHARES U.S. UTILITIES ETF 0.0%
Value ($000) $60 Shares 778 Est. Cost $106.45 Unrealized
EFX EQUIFAX INC COM 0.0%
Value ($000) $60 Shares 311 Est. Cost $119.81 Unrealized +35.2%
BBH VANECK VECTORS BIOTECH ETF 0.0%
Value ($000) $60 Shares 351 Est. Cost $128.13 Unrealized
JCI JOHNSON CTLS INTL PLC SHS 0.0%
Value ($000) $59 Shares 1,269 Est. Cost $33.61 Unrealized +19.5%
IWP ISHARES RUSSELL MID-CAP GROWTH ETF 0.0%
Value ($000) $59 Shares 579 Est. Cost $123.83 Unrealized
WALGREENS BOOTS ALLIANCE INC COM 0.0%
Value ($000) $57 Shares 1,436 Est. Cost $54.07 Unrealized
ATMP IPATH SELECT MLP ETN 0.0%
Value ($000) $57 Shares 4,899 Est. Cost $11.74 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.0%
Value ($000) $57 Shares 1,129 Est. Cost $48.82 Unrealized
NUVEEN MUNICIPAL CREDIT INC FD COM SH BEN INT 0.0%
Value ($000) $57 Shares 3,559 Est. Cost $15.67 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.0%
Value ($000) $57 Shares 1,207 Est. Cost $41.84 Unrealized
NEOG NEOGEN CORP COM 0.0%
Value ($000) $56 Shares 700 Est. Cost $29.46 Unrealized +26.2%
CRM SALESFORCE COM INC COM 0.0%
Value ($000) $55 Shares 247 Est. Cost $153.94 Unrealized +56.1%
MOO VANECK VECTORS AGRIBUSINESS ETF 0.0%
Value ($000) $54 Shares 695 Est. Cost $67.12 Unrealized
MAS MASCO CORP COM 0.0%
Value ($000) $54 Shares 992 Est. Cost $34.59 Unrealized +45.4%
RPV INVESCO S&P 500 PURE VALUE ETF 0.0%
Value ($000) $53 Shares 866 Est. Cost $64.57 Unrealized
SPYM SPDR PORTFOLIO S&P 500 ETF 0.0%
Value ($000) $53 Shares 1,215 Est. Cost $35.68 Unrealized
CVBF CVB FINL CORP COM 0.0%
Value ($000) $53 Shares 2,697 Est. Cost $16.36 Unrealized -6.1%
C CITIGROUP INC COM NEW 0.0%
Value ($000) $52 Shares 847 Est. Cost $53.30 Unrealized -20.5%
GS GOLDMAN SACHS GROUP INC COM 0.0%
Value ($000) $52 Shares 198 Est. Cost $169.10 Unrealized +16.5%
UNF UNIFIRST CORP MASS COM 0.0%
Value ($000) $51 Shares 241 Est. Cost $155.25 Unrealized +18.4%
SPFF GLOBAL X SUPERINCOME PREFERRED ETF 0.0%
Value ($000) $51 Shares 4,336 Est. Cost $11.07 Unrealized
ISTB ISHARES CORE 1-5 YEAR USD BOND ETF 0.0%
Value ($000) $51 Shares 993 Est. Cost $49.67 Unrealized
NUVEEN AMT FREE MUN CR INC FD COM 0.0%
Value ($000) $50 Shares 2,974 Est. Cost $15.81 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED COM 0.0%
Value ($000) $50 Shares 100 Est. Cost $311.53 Unrealized +55.1%
AZN ASTRAZENECA PLC SPONSORED ADR 0.0%
Value ($000) $49 Shares 971 Est. Cost $45.95 Unrealized
OSHARES U.S. QUALITY DIVIDEND ETF 0.0%
Value ($000) $48 Shares 1,248 Est. Cost $33.78 Unrealized
MRSH MARSH & MCLENNAN COS INC COM 0.0%
Value ($000) $48 Shares 406 Est. Cost $87.09 Unrealized +20.8%
RACE FERRARI N V COM 0.0%
Value ($000) $47 Shares 206 Est. Cost $143.93 Unrealized +41.8%
BNY MELLON STRATEGIC MUNS INC COM 0.0%
Value ($000) $47 Shares 5,514 Est. Cost $8.03 Unrealized
SO SOUTHERN CO COM 0.0%
Value ($000) $47 Shares 768 Est. Cost $41.35 Unrealized +19.8%
BDX BECTON DICKINSON & CO COM 0.0%
Value ($000) $46 Shares 182 Est. Cost $210.80 Unrealized +1.8%
ESGD ISHARES MSCI EAFE ESG SELECT ETF 0.0%
Value ($000) $45 Shares 614 Est. Cost $61.49 Unrealized
CAG CONAGRA BRANDS INC COM 0.0%
Value ($000) $45 Shares 1,252 Est. Cost $22.64 Unrealized +27.6%
IHI ISHARES U.S. MEDICAL DEVICES ETF 0.0%
Value ($000) $45 Shares 138 Est. Cost $242.65 Unrealized
BIP BROOKFIELD INFRAST PARTNERS LP LP INT UNIT 0.0%
Value ($000) $45 Shares 915 Est. Cost $42.96 Unrealized
REZ ISHARES RESIDENTIAL AND MULTISECTOR REAL ESTATE ETF 0.0%
Value ($000) $44 Shares 643 Est. Cost $66.07 Unrealized
IBDU ISHARES IBONDS DEC 2029 TERM CORPORATE ETF 0.0%
Value ($000) $44 Shares 1,614 Est. Cost $23.74 Unrealized
WU WESTERN UN CO COM 0.0%
Value ($000) $44 Shares 2,000 Est. Cost $19.50 Unrealized
SMG SCOTTS MIRACLE GRO CO CL A 0.0%
Value ($000) $43 Shares 214 Est. Cost $71.55 Unrealized +99.0%
FIDU FIDELITY MSCI INDUSTRIALS INDEX ETF 0.0%
Value ($000) $43 Shares 907 Est. Cost $36.48 Unrealized
IEV ISHARES EUROPE ETF 0.0%
Value ($000) $43 Shares 900 Est. Cost $40.58 Unrealized
NEU NEWMARKET CORP COM 0.0%
Value ($000) $43 Shares 108 Est. Cost $360.19 Unrealized -7.4%
BLACKROCK INC COM 0.0%
Value ($000) $43 Shares 60 Est. Cost $464.39 Unrealized
UHS UNIVERSAL HLTH SVCS INC CL B 0.0%
Value ($000) $42 Shares 304 Est. Cost $121.98 Unrealized -0.6%
RPG INVESCO S&P 500 PURE GROWTH ETF 0.0%
Value ($000) $42 Shares 256 Est. Cost $119.60 Unrealized
NFLX NETFLIX INC COM 0.0%
Value ($000) $41 Shares 75 Est. Cost $36.08 Unrealized +40.5%
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $41 Shares 1,024 Est. Cost $43.09 Unrealized -28.7%
DE DEERE & CO COM 0.0%
Value ($000) $41 Shares 153 Est. Cost $142.20 Unrealized +63.2%
LULU LULULEMON ATHLETICA INC COM 0.0%
Value ($000) $41 Shares 117 Est. Cost $283.11 Unrealized +22.7%
TECL DIREXION DAILY TECHNOLOGY BULL 3X SHARES 0.0%
Value ($000) $41 Shares 101 Est. Cost $106.16 Unrealized
CVS CVS HEALTH CORP COM 0.0%
Value ($000) $41 Shares 598 Est. Cost $56.40 Unrealized -2.1%
UNILEVER PLC SPON ADR NEW 0.0%
Value ($000) $41 Shares 672 Est. Cost $58.00 Unrealized
HLNE HAMILTON LANE INC CL A 0.0%
Value ($000) $40 Shares 510 Est. Cost $53.86 Unrealized +34.5%
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $40 Shares 1,332 Est. Cost $38.88 Unrealized -40.8%
BLACKROCK UTILITIES INFRSTRCTR COM 0.0%
Value ($000) $40 Shares 1,615 Est. Cost $21.83 Unrealized
CURE DIREXION DAILY HEALTHCARE BULL 3X SHARES 0.0%
Value ($000) $39 Shares 501 Est. Cost $56.02 Unrealized
BA BOEING CO COM 0.0%
Value ($000) $39 Shares 183 Est. Cost $335.13 Unrealized -42.6%
SKYY FIRST TRUST CLOUD COMPUTING ETF 0.0%
Value ($000) $39 Shares 407 Est. Cost $56.34 Unrealized
SCHB SCHWAB U.S. BROAD MARKET ETF 0.0%
Value ($000) $39 Shares 426 Est. Cost $70.39 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.0%
Value ($000) $38 Shares 352 Est. Cost $52.03 Unrealized
TDIV FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND 0.0%
Value ($000) $38 Shares 775 Est. Cost $38.67 Unrealized
MET METLIFE INC COM 0.0%
Value ($000) $38 Shares 805 Est. Cost $37.88 Unrealized -2.3%
ASML ASML HOLDING N V N Y REGISTRY SHS 0.0%
Value ($000) $38 Shares 79 Est. Cost $246.60 Unrealized
PDSB PDS BIOTECHNOLOGY CORP COM 0.0%
Value ($000) $38 Shares 17,850 Est. Cost $2.74 Unrealized -20.0%
BBT BERKSHIRE HILLS BANCORP INC COM 0.0%
Value ($000) $37 Shares 2,163 Est. Cost $23.70 Unrealized -45.6%
BLACKROCK MUNI INCOME TR II COM 0.0%
Value ($000) $37 Shares 2,368 Est. Cost $14.54 Unrealized
MWA MUELLER WTR PRODS INC COM SER A 0.0%
Value ($000) $37 Shares 2,950 Est. Cost $8.17 Unrealized +29.7%
DEFIANCE NASDAQ JUNIOR BIOTECHNOLOGY ETF 0.0%
Value ($000) $37 Shares 1,083 Est. Cost $25.27 Unrealized
BAX BAXTER INTL INC COM 0.0%
Value ($000) $36 Shares 450 Est. Cost $68.49 Unrealized +3.7%
UBER UBER TECHNOLOGIES INC COM 0.0%
Value ($000) $36 Shares 700 Est. Cost $32.91 Unrealized +36.2%
INVESCO MUN OPPORTUNITY TR COM 0.0%
Value ($000) $36 Shares 2,836 Est. Cost $12.13 Unrealized
QAI IQ HEDGE MULTI-STRATEGY TRACKER ETF 0.0%
Value ($000) $35 Shares 1,111 Est. Cost $30.03 Unrealized
ACWI ISHARES MSCI ACWI INDEX FUND 0.0%
Value ($000) $35 Shares 382 Est. Cost $73.73 Unrealized
CYH COMMUNITY HEALTH SYS INC NEW COM 0.0%
Value ($000) $35 Shares 4,700 Est. Cost $3.16 Unrealized +124.1%
SAP SAP SE SPON ADR 0.0%
Value ($000) $34 Shares 264 Est. Cost $127.87 Unrealized
IBM INTERNATIONAL BUSINESS MACHS COM 0.0%
Value ($000) $33 Shares 264 Est. Cost $99.76 Unrealized -6.4%
IP INTERNATIONAL PAPER CO COM 0.0%
Value ($000) $33 Shares 668 Est. Cost $30.97 Unrealized +15.8%
GBX GREENBRIER COS INC COM 0.0%
Value ($000) $33 Shares 907 Est. Cost $18.31 Unrealized +55.5%
VOYA GLBL EQTY DIV & PREM OPP COM 0.0%
Value ($000) $32 Shares 6,212 Est. Cost $6.16 Unrealized
HYG ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $32 Shares 363 Est. Cost $81.99 Unrealized
NVDA NVIDIA CORPORATION COM 0.0%
Value ($000) $32 Shares 60 Est. Cost $4.12 Unrealized +224.4%
TGT TARGET CORP COM 0.0%
Value ($000) $31 Shares 173 Est. Cost $97.16 Unrealized +49.1%
DOCU DOCUSIGN INC COM 0.0%
Value ($000) $31 Shares 140 Est. Cost $223.40 Unrealized +0.5%
VOYA INTL HIGH DIV EQTY INM FD COM 0.0%
Value ($000) $30 Shares 6,558 Est. Cost $5.56 Unrealized
HAL HALLIBURTON CO COM 0.0%
Value ($000) $30 Shares 1,568 Est. Cost $20.92 Unrealized -32.3%
IGV ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF 0.0%
Value ($000) $30 Shares 84 Est. Cost $309.52 Unrealized
NWE NORTHWESTERN CORP COM NEW 0.0%
Value ($000) $30 Shares 510 Est. Cost $52.68 Unrealized -16.7%
VSGX VANGUARD ESG INTERNATIONAL STOCK ETF 0.0%
Value ($000) $30 Shares 504 Est. Cost $46.15 Unrealized
CLEARBRIDGE MLP AND MIDSTRM FD COM 0.0%
Value ($000) $30 Shares 1,763 Est. Cost $10.83 Unrealized
SLQD ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $30 Shares 582 Est. Cost $49.42 Unrealized
STNE STONECO LTD COM CL A 0.0%
Value ($000) $29 Shares 348 Est. Cost $83.33 Unrealized
BLACKROCK SCIENCE & TECH TR II SHS BEN INT 0.0%
Value ($000) $29 Shares 802 Est. Cost $36.16 Unrealized
LEN LENNAR CORP CL A 0.0%
Value ($000) $28 Shares 361 Est. Cost $45.88 Unrealized +51.8%
IONS IONIS PHARMACEUTICALS INC COM 0.0%
Value ($000) $28 Shares 500 Est. Cost $70.69 Unrealized -29.5%
VB VANGUARD SMALL-CAP INDEX FUND 0.0%
Value ($000) $28 Shares 145 Est. Cost $156.03 Unrealized
ORCL ORACLE CORP COM 0.0%
Value ($000) $27 Shares 421 Est. Cost $50.72 Unrealized +9.4%
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $27 Shares 299 Est. Cost $51.51 Unrealized +67.5%
GSLC GOLDMAN SACHS ACTIVEBETA U.S. LARGE CAP EQUITY ETF 0.0%
Value ($000) $27 Shares 357 Est. Cost $48.34 Unrealized
XMVTX BLACKROCK MUNIVEST FD II INC COM 0.0%
Value ($000) $27 Shares 1,789 Est. Cost $14.95 Unrealized
TWITTER INC COM 0.0%
Value ($000) $27 Shares 500 Est. Cost $32.00 Unrealized
KWR QUAKER CHEM CORP COM 0.0%
Value ($000) $26 Shares 103 Est. Cost $203.31 Unrealized +11.1%
CE CELANESE CORP DEL COM 0.0%
Value ($000) $26 Shares 202 Est. Cost $90.84 Unrealized +25.3%
GLAXOSMITHKLINE PLC SPONSORED ADR 0.0%
Value ($000) $26 Shares 717 Est. Cost $38.86 Unrealized
NUVEEN AMT FREE QLTY MUN INCME COM 0.0%
Value ($000) $25 Shares 1,648 Est. Cost $13.71 Unrealized
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value ($000) $25 Shares 305 Est. Cost $68.26 Unrealized +5.5%
WELL WELLTOWER INC COM 0.0%
Value ($000) $25 Shares 385 Est. Cost $63.52 Unrealized -16.7%
SLV ISHARES SILVER TRUST 0.0%
Value ($000) $25 Shares 1,000 Est. Cost $14.00 Unrealized
AMER SOFTWARE INC CL A 0.0%
Value ($000) $25 Shares 1,429 Est. Cost $12.92 Unrealized
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $24 Shares 149 Est. Cost $111.70 Unrealized
ESG FLEXSHARES STOXX US ESG IMPACT INDEX FUND 0.0%
Value ($000) $24 Shares 265 Est. Cost $56.60 Unrealized
DIREXION CONNECTED CONSUMER ETF 0.0%
Value ($000) $24 Shares 404 Est. Cost $50.09 Unrealized
IWS ISHARES RUSSELL MID-CAP VALUE ETF 0.0%
Value ($000) $23 Shares 234 Est. Cost $87.38 Unrealized
BLACKROCK ENERGY & RES TR COM 0.0%
Value ($000) $23 Shares 3,293 Est. Cost $11.53 Unrealized
IYJ ISHARES U.S. INDUSTRIALS ETF 0.0%
Value ($000) $22 Shares 230 Est. Cost $122.81 Unrealized
FQAL FIDELITY QUALITY FACTOR ETF 0.0%
Value ($000) $22 Shares 516 Est. Cost $34.95 Unrealized
SMLV SPDR SSGA US SMALL CAP LOW VOLATILITY INDEX ETF 0.0%
Value ($000) $22 Shares 235 Est. Cost $92.79 Unrealized
DON WISDOMTREE U.S. MIDCAP DIVIDEND FUND 0.0%
Value ($000) $22 Shares 626 Est. Cost $36.29 Unrealized
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $22 Shares 372 Est. Cost $51.07 Unrealized -3.4%
PSX PHILLIPS 66 COM 0.0%
Value ($000) $22 Shares 316 Est. Cost $68.41 Unrealized -29.9%
SUSB ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF 0.0%
Value ($000) $21 Shares 813 Est. Cost $24.90 Unrealized
VDE VANGUARD ENERGY INDEX FUND 0.0%
Value ($000) $21 Shares 409 Est. Cost $44.33 Unrealized
NEE NEXTERA ENERGY INC COM 0.0%
Value ($000) $21 Shares 272 Est. Cost $45.97 Unrealized +42.8%
MSOS ADVISORSHARES PURE US CANNABIS ETF 0.0%
Value ($000) $21 Shares 582 Est. Cost $36.08 Unrealized
VLUE ISHARES MSCI USA VALUE FACTOR ETF 0.0%
Value ($000) $21 Shares 241 Est. Cost $86.35 Unrealized
BLACKROCK ENHANCED EQUITY DIVI COM 0.0%
Value ($000) $21 Shares 2,449 Est. Cost $8.51 Unrealized
VAW VANGUARD MATERIALS INDEX FUND 0.0%
Value ($000) $21 Shares 131 Est. Cost $85.94 Unrealized
NKE NIKE INC CL B 0.0%
Value ($000) $20 Shares 142 Est. Cost $84.04 Unrealized +46.6%
TRN TRINITY INDS INC COM 0.0%
Value ($000) $20 Shares 742 Est. Cost $15.50 Unrealized +19.0%
SYF SYNCHRONY FINANCIAL COM 0.0%
Value ($000) $20 Shares 590 Est. Cost $22.62 Unrealized +18.2%
DSI ISHARES MSCI KLD 400 SOCIAL ETF 0.0%
Value ($000) $20 Shares 275 Est. Cost $88.77 Unrealized
FDM FIRST TRUST DOW JONES SELECT MICROCAP INDEX FUND 0.0%
Value ($000) $19 Shares 388 Est. Cost $43.48 Unrealized
R RYDER SYS INC COM 0.0%
Value ($000) $19 Shares 308 Est. Cost $40.43 Unrealized +37.6%
M D C HLDGS INC COM 0.0%
Value ($000) $19 Shares 390 Est. Cost $32.53 Unrealized
PKB INVESCO DYNAMIC BUILDING & CONSTRUCTION ETF 0.0%
Value ($000) $19 Shares 464 Est. Cost $30.37 Unrealized
INDA ISHARES MSCI INDIA INDEX FUND 0.0%
Value ($000) $18 Shares 447 Est. Cost $33.93 Unrealized
INOVIO PHARMACEUTICALS INC COM NEW 0.0%
Value ($000) $18 Shares 2,000 Est. Cost $15.25 Unrealized
FSTA FIDELITY MSCI CONSUMER STAPLES INDEX ETF 0.0%
Value ($000) $18 Shares 436 Est. Cost $33.76 Unrealized
ILF ISHARES LATIN AMERICA 40 ETF 0.0%
Value ($000) $18 Shares 607 Est. Cost $32.43 Unrealized
EXC EXELON CORP COM 0.0%
Value ($000) $18 Shares 434 Est. Cost $26.49 Unrealized -7.1%
XYZ SQUARE INC CL A 0.0%
Value ($000) $18 Shares 84 Est. Cost $69.86 Unrealized +179.2%
NUVEEN PFD & INCOME 2022 TERM COM 0.0%
Value ($000) $18 Shares 754 Est. Cost $23.17 Unrealized
EVRG EVERGY INC COM 0.0%
Value ($000) $18 Shares 328 Est. Cost $45.30 Unrealized -1.4%
DLTR DOLLAR TREE INC COM 0.0%
Value ($000) $18 Shares 169 Est. Cost $94.09 Unrealized +6.7%
TOL TOLL BROTHERS INC COM 0.0%
Value ($000) $18 Shares 417 Est. Cost $37.33 Unrealized +24.2%
CAH CARDINAL HEALTH INC COM 0.0%
Value ($000) $18 Shares 345 Est. Cost $42.31 Unrealized +7.7%
PPH VANECK VECTORS PHARMACEUTICAL ETF 0.0%
Value ($000) $18 Shares 263 Est. Cost $58.59 Unrealized
ALLIANZGI DIVIDEND INT & PRMIU COM 0.0%
Value ($000) $17 Shares 1,294 Est. Cost $11.80 Unrealized
APOLLO GLOBAL MGMT INC COM CL A 0.0%
Value ($000) $17 Shares 355 Est. Cost $37.10 Unrealized
BLACKROCK MULTI-SECTOR INC TR COM 0.0%
Value ($000) $17 Shares 975 Est. Cost $17.19 Unrealized
BLACKROCK MUN INCOME TR SH BEN INT 0.0%
Value ($000) $17 Shares 1,067 Est. Cost $12.55 Unrealized
IYH ISHARES U.S. HEALTHCARE ETF 0.0%
Value ($000) $17 Shares 70 Est. Cost $192.08 Unrealized
DHR DANAHER CORPORATION COM 0.0%
Value ($000) $16 Shares 73 Est. Cost $141.82 Unrealized +38.2%
ALB ALBEMARLE CORP COM 0.0%
Value ($000) $16 Shares 109 Est. Cost $64.79 Unrealized +72.4%
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 0.0%
Value ($000) $16 Shares 182 Est. Cost $67.93 Unrealized
FIRST TR SR FLOATING RATE 2022 COM SHS 0.0%
Value ($000) $16 Shares 1,777 Est. Cost $8.86 Unrealized
EEMS ISHARES MSCI EMERGING MARKETS SMALL-CAP ETF 0.0%
Value ($000) $16 Shares 300 Est. Cost $36.67 Unrealized
TU TELUS CORPORATION COM 0.0%
Value ($000) $16 Shares 832 Est. Cost $18.52 Unrealized +1.6%
GMED GLOBUS MED INC CL A 0.0%
Value ($000) $16 Shares 250 Est. Cost $57.49 Unrealized 0.0%
KEMQ KRANESHARES EMERGING MARKETS CONSUMER TECHNOLOGY INDEX ETF 0.0%
Value ($000) $16 Shares 500 Est. Cost $29.04 Unrealized
LVHD LEGG MASON LOW VOLATILITY HIGH DIVIDEND ETF 0.0%
Value ($000) $16 Shares 500 Est. Cost $32.00 Unrealized
PIMCO INCOME STRATEGY FD II COM 0.0%
Value ($000) $16 Shares 1,597 Est. Cost $10.46 Unrealized
ESGU ISHARES ESG AWARE MSCI USA ETF 0.0%
Value ($000) $15 Shares 178 Est. Cost $84.27 Unrealized
VSS VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND 0.0%
Value ($000) $15 Shares 126 Est. Cost $105.02 Unrealized
WEN WENDYS CO COM 0.0%
Value ($000) $15 Shares 663 Est. Cost $19.43 Unrealized +17.3%
ADM ARCHER DANIELS MIDLAND CO COM 0.0%
Value ($000) $15 Shares 297 Est. Cost $37.61 Unrealized +13.9%
XMYDX BLACKROCK MUNIYIELD FD INC COM 0.0%
Value ($000) $15 Shares 1,012 Est. Cost $13.82 Unrealized
VGLT VANGUARD LONG-TERM GOVERNMENT BOND ETF 0.0%
Value ($000) $15 Shares 160 Est. Cost $77.98 Unrealized
CMS CMS ENERGY CORP COM 0.0%
Value ($000) $15 Shares 240 Est. Cost $53.48 Unrealized 0.0%
TDOC TELADOC HEALTH INC COM 0.0%
Value ($000) $14 Shares 71 Est. Cost $203.93 Unrealized -0.3%
MMM 3M CO COM 0.0%
Value ($000) $14 Shares 82 Est. Cost $120.63 Unrealized -2.6%
GIS GENERAL MLS INC COM 0.0%
Value ($000) $14 Shares 240 Est. Cost $49.55 Unrealized +2.6%
CHH CHOICE HOTELS INTL INC COM 0.0%
Value ($000) $14 Shares 127 Est. Cost $79.12 Unrealized +17.8%
ISHARES IBONDS DEC 2024 TERM MUNI BOND ETF 0.0%
Value ($000) $14 Shares 504 Est. Cost $25.95 Unrealized
RWL INVESCO S&P 500 REVENUE ETF 0.0%
Value ($000) $14 Shares 217 Est. Cost $52.38 Unrealized
PHM PULTE GROUP INC COM 0.0%
Value ($000) $14 Shares 316 Est. Cost $29.09 Unrealized +44.7%
SPDR S&P INTERNET ETF 0.0%
Value ($000) $13 Shares 81 Est. Cost $72.97 Unrealized
SLB SCHLUMBERGER LTD COM 0.0%
Value ($000) $13 Shares 608 Est. Cost $31.53 Unrealized -46.4%
EXPE EXPEDIA GROUP INC COM NEW 0.0%
Value ($000) $13 Shares 101 Est. Cost $95.14 Unrealized +17.5%
NUVEEN NASDAQ 100 DYNAMIC OVER COM SHS 0.0%
Value ($000) $13 Shares 493 Est. Cost $22.41 Unrealized
SCHV SCHWAB U.S. LARGE-CAP VALUE ETF 0.0%
Value ($000) $13 Shares 212 Est. Cost $56.33 Unrealized
PHG KONINKLIJKE PHILIPS N V NY REG SH NEW 0.0%
Value ($000) $13 Shares 235 Est. Cost $34.84 Unrealized
SLM SLM CORP COM 0.0%
Value ($000) $13 Shares 1,027 Est. Cost $9.95 Unrealized +5.7%
GM GENERAL MTRS CO COM 0.0%
Value ($000) $13 Shares 306 Est. Cost $35.64 Unrealized +5.2%
SNY SANOFI SPONSORED ADR 0.0%
Value ($000) $13 Shares 274 Est. Cost $40.12 Unrealized
HANCOCK JOHN TAX-ADVANTAGED DI COM 0.0%
Value ($000) $12 Shares 563 Est. Cost $25.23 Unrealized
CHRS COHERUS BIOSCIENCES INC COM 0.0%
Value ($000) $12 Shares 700 Est. Cost $17.37 Unrealized +2.5%
JPIN JPMORGAN DIVERSIFIED RETURN INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $12 Shares 200 Est. Cost $52.50 Unrealized
CANOPY GROWTH CORP COM 0.0%
Value ($000) $12 Shares 505 Est. Cost $29.13 Unrealized
TNDM TANDEM DIABETES CARE INC COM NEW 0.0%
Value ($000) $12 Shares 130 Est. Cost $64.54 Unrealized +59.7%
RENESOLA LTD SPONSORED ADS 0.0%
Value ($000) $12 Shares 1,044 Est. Cost $0.96 Unrealized
AXP AMERICAN EXPRESS CO COM 0.0%
Value ($000) $12 Shares 101 Est. Cost $104.93 Unrealized -1.0%
LA JOLLA PHARMACEUTICAL CO COM PAR $.0001 2 0.0%
Value ($000) $12 Shares 3,100 Est. Cost $4.52 Unrealized
TXNM PNM RES INC COM 0.0%
Value ($000) $12 Shares 253 Est. Cost $48.23 Unrealized 0.0%
TXN TEXAS INSTRS INC COM 0.0%
Value ($000) $12 Shares 75 Est. Cost $102.52 Unrealized +31.3%
REMX VANECK VECTORS RARE EARTH/STRATEGIC METALS ETF 0.0%
Value ($000) $11 Shares 161 Est. Cost $46.49 Unrealized
ZTS ZOETIS INC CL A 0.0%
Value ($000) $11 Shares 66 Est. Cost $99.63 Unrealized +56.0%
DHI D R HORTON INC COM 0.0%
Value ($000) $11 Shares 165 Est. Cost $48.93 Unrealized +41.5%
BLACKROCK FLOATING RATE INCOME COM 0.0%
Value ($000) $11 Shares 889 Est. Cost $12.51 Unrealized
ELME WASHINGTON REAL ESTATE INVT TR SH BEN INT 0.0%
Value ($000) $11 Shares 500 Est. Cost $25.27 Unrealized
BCE BCE INC COM NEW 0.0%
Value ($000) $11 Shares 251 Est. Cost $29.18 Unrealized +3.0%
II-VI INC COM 0.0%
Value ($000) $11 Shares 150 Est. Cost $20.00 Unrealized
XPEV XPENG INC ADS 0.0%
Value ($000) $11 Shares 250 Est. Cost $44.00 Unrealized
NVAX NOVAVAX INC COM NEW 0.0%
Value ($000) $11 Shares 100 Est. Cost $106.29 Unrealized 0.0%
FCX FREEPORT-MCMORAN INC CL B 0.0%
Value ($000) $11 Shares 413 Est. Cost $10.74 Unrealized +81.1%
RCI ROGERS COMMUNICATIONS INC CL B 0.0%
Value ($000) $11 Shares 227 Est. Cost $46.80 Unrealized -5.4%
KBA KRANESHARES BOSERA MSCI CHINA A ETF 0.0%
Value ($000) $11 Shares 240 Est. Cost $38.24 Unrealized
BHP BHP GROUP LTD SPONSORED ADS 0.0%
Value ($000) $11 Shares 175 Est. Cost $62.86 Unrealized
IDV ISHARES INTERNATIONAL SELECT DIVIDEND ETF 0.0%
Value ($000) $11 Shares 361 Est. Cost $28.65 Unrealized
LABORATORY CORP AMER HLDGS COM NEW 0.0%
Value ($000) $11 Shares 52 Est. Cost $115.38 Unrealized
BLACKROCK FLOATING RATE INCOME COM 0.0%
Value ($000) $11 Shares 967 Est. Cost $11.53 Unrealized
ESML ISHARES ESG AWARE MSCI USA SMALL-CAP ETF 0.0%
Value ($000) $11 Shares 331 Est. Cost $24.57 Unrealized
BGS B & G FOODS INC NEW COM 0.0%
Value ($000) $11 Shares 400 Est. Cost $12.94 Unrealized +36.6%
BLACKROCK MUNIASSETS FD INC COM 0.0%
Value ($000) $11 Shares 766 Est. Cost $15.67 Unrealized
TESLA INC 2 05/15/2024 0.0%
Value ($000) $11 Shares 1,000 Est. Cost $11.00 Unrealized
SMMV ISHARES MSCI USA SMALL-CAP MIN VOL FACTOR ETF 0.0%
Value ($000) $10 Shares 305 Est. Cost $26.23 Unrealized
IPATH SHILLER CAPE ETN 0.0%
Value ($000) $10 Shares 55 Est. Cost $153.72 Unrealized
TFI SPDR NUVEEN BLOOMBERG BARCLAYS MUNICIPAL BOND ETF 0.0%
Value ($000) $10 Shares 200 Est. Cost $50.00 Unrealized
MFC MANULIFE FINL CORP COM 0.0%
Value ($000) $10 Shares 558 Est. Cost $17.66 Unrealized -9.6%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.0%
Value ($000) $10 Shares 40 Est. Cost $212.28 Unrealized +5.1%
DGX QUEST DIAGNOSTICS INC COM 0.0%
Value ($000) $10 Shares 86 Est. Cost $95.37 Unrealized +15.9%
NI NISOURCE INC COM 0.0%
Value ($000) $10 Shares 447 Est. Cost $22.64 Unrealized -13.1%
VBR VANGUARD SMALL-CAP VALUE INDEX FUND 0.0%
Value ($000) $10 Shares 73 Est. Cost $136.99 Unrealized
CPB CAMPBELL SOUP CO COM 0.0%
Value ($000) $10 Shares 200 Est. Cost $40.69 Unrealized 0.0%
BSV VANGUARD SHORT-TERM BOND INDEX FUND 0.0%
Value ($000) $10 Shares 121 Est. Cost $79.53 Unrealized
PAYX PAYCHEX INC COM 0.0%
Value ($000) $9 Shares 100 Est. Cost $67.41 Unrealized +14.1%
PHO INVESCO WATER RESOURCES ETF 0.0%
Value ($000) $9 Shares 200 Est. Cost $35.00 Unrealized
QLC FLEXSHARES US QUALITY LARGE CAP INDEX FUND 0.0%
Value ($000) $9 Shares 210 Est. Cost $33.33 Unrealized
OEF ISHARES S&P 100 ETF 0.0%
Value ($000) $9 Shares 54 Est. Cost $115.95 Unrealized
EPP ISHARES MSCI PACIFIC EX JAPAN ETF 0.0%
Value ($000) $9 Shares 183 Est. Cost $43.72 Unrealized
VGIT VANGUARD INTERMEDIATE-TERM GOVERNMENT BOND ETF 0.0%
Value ($000) $9 Shares 128 Est. Cost $63.60 Unrealized
COHEN & STEERS INFRASTRUCTURE COM 0.0%
Value ($000) $9 Shares 357 Est. Cost $24.83 Unrealized
AES AES CORP COM 0.0%
Value ($000) $8 Shares 335 Est. Cost $13.86 Unrealized +24.5%
BANCOLOMBIA S A SPON ADR PREF 0.0%
Value ($000) $8 Shares 200 Est. Cost $50.00 Unrealized
VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF 0.0%
Value ($000) $8 Shares 162 Est. Cost $46.55 Unrealized
SONY SONY CORP SPONSORED ADR 0.0%
Value ($000) $8 Shares 76 Est. Cost $52.63 Unrealized
TXRH TEXAS ROADHOUSE INC COM 0.0%
Value ($000) $8 Shares 105 Est. Cost $50.47 Unrealized +35.5%
QDF FLEXSHARES QUALITY DIVIDEND INDEX FUND 0.0%
Value ($000) $8 Shares 154 Est. Cost $40.00 Unrealized
BFH ALLIANCE DATA SYSTEMS CORP COM 0.0%
Value ($000) $8 Shares 101 Est. Cost $72.87 Unrealized -36.9%
MA MASTERCARD INCORPORATED CL A 0.0%
Value ($000) $8 Shares 23 Est. Cost $241.35 Unrealized +34.0%
ZM ZOOM VIDEO COMMUNICATIONS INC CL A 0.0%
Value ($000) $8 Shares 23 Est. Cost $445.83 Unrealized 0.0%
SPYD SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF 0.0%
Value ($000) $8 Shares 255 Est. Cost $33.82 Unrealized
FNCL FIDELITY MSCI FINANCIALS INDEX ETF 0.0%
Value ($000) $8 Shares 200 Est. Cost $39.56 Unrealized
TWO HBRS INVT CORP COM NEW 0.0%
Value ($000) $7 Shares 1,142 Est. Cost $11.60 Unrealized
EATON VANCE TAX ADVT DIV INCM COM 0.0%
Value ($000) $7 Shares 292 Est. Cost $21.54 Unrealized
IYG ISHARES U.S. FINANCIAL SERVICES ETF 0.0%
Value ($000) $7 Shares 49 Est. Cost $135.34 Unrealized
SHW SHERWIN WILLIAMS CO COM 0.0%
Value ($000) $7 Shares 9 Est. Cost $187.54 Unrealized +20.9%
IGLB ISHARES 10 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $7 Shares 100 Est. Cost $70.00 Unrealized
CHINA MOBILE LIMITED SPONSORED ADR 0.0%
Value ($000) $7 Shares 234 Est. Cost $42.82 Unrealized
LGLV SPDR SSGA US LARGE CAP LOW VOLATILITY INDEX ETF 0.0%
Value ($000) $7 Shares 56 Est. Cost $92.82 Unrealized
PIMCO DYNAMIC CR INCOME FD COM SHS 0.0%
Value ($000) $7 Shares 313 Est. Cost $22.91 Unrealized
HUN HUNTSMAN CORP COM 0.0%
Value ($000) $7 Shares 281 Est. Cost $20.95 Unrealized +18.5%
SPTL SPDR PORTFOLIO LONG TERM TREASURY ETF 0.0%
Value ($000) $7 Shares 159 Est. Cost $32.47 Unrealized
NUVEEN DOW 30 DYNAMIC OVERWRIT SHS 0.0%
Value ($000) $7 Shares 448 Est. Cost $15.63 Unrealized
TMO THERMO FISHER SCIENTIFIC INC COM 0.0%
Value ($000) $7 Shares 14 Est. Cost $372.62 Unrealized +24.1%
CRWD CROWDSTRIKE HLDGS INC CL A 0.0%
Value ($000) $7 Shares 34 Est. Cost $155.87 Unrealized 0.0%
GPN GLOBAL PMTS INC COM 0.0%
Value ($000) $7 Shares 31 Est. Cost $174.25 Unrealized +2.4%
PTON PELOTON INTERACTIVE INC CL A COM 0.0%
Value ($000) $7 Shares 43 Est. Cost $121.81 Unrealized 0.0%
PINS PINTEREST INC CL A 0.0%
Value ($000) $7 Shares 100 Est. Cost $59.99 Unrealized 0.0%
FTV FORTIVE CORP COM 0.0%
Value ($000) $6 Shares 91 Est. Cost $42.63 Unrealized +18.0%
TUPPERWARE BRANDS CORP COM 0.0%
Value ($000) $6 Shares 180 Est. Cost $20.00 Unrealized
IDNA ISHARES GENOMICS IMMUNOLOGY AND HEALTHCARE ETF 0.0%
Value ($000) $6 Shares 130 Est. Cost $38.46 Unrealized
VISTA OUTDOOR INC COM 0.0%
Value ($000) $6 Shares 250 Est. Cost $24.00 Unrealized
BRYN MAWR BK CORP COM 0.0%
Value ($000) $6 Shares 200 Est. Cost $37.00 Unrealized
MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND 0.0%
Value ($000) $6 Shares 54 Est. Cost $100.65 Unrealized
HUBB HUBBELL INC COM 0.0%
Value ($000) $6 Shares 38 Est. Cost $121.20 Unrealized +16.0%
YUMC YUM CHINA HLDGS INC COM 0.0%
Value ($000) $6 Shares 102 Est. Cost $43.42 Unrealized +29.3%
VXF VANGUARD EXTENDED MARKET INDEX FUND 0.0%
Value ($000) $6 Shares 39 Est. Cost $106.51 Unrealized
DLN WISDOMTREE U.S. LARGECAP DIVIDEND FUND 0.0%
Value ($000) $6 Shares 57 Est. Cost $72.02 Unrealized
ENB ENBRIDGE INC COM 0.0%
Value ($000) $6 Shares 194 Est. Cost $21.98 Unrealized -1.3%
SHOP SHOPIFY INC CL A 0.0%
Value ($000) $6 Shares 5 Est. Cost $99.42 Unrealized +5.6%
RGR STURM RUGER & CO INC COM 0.0%
Value ($000) $6 Shares 91 Est. Cost $64.34 Unrealized 0.0%
ESGE ISHARES MSCI EM ESG SELECT ETF 0.0%
Value ($000) $6 Shares 146 Est. Cost $34.98 Unrealized
MFS CHARTER INCOME TR SH BEN INT 0.0%
Value ($000) $6 Shares 671 Est. Cost $7.83 Unrealized
MFS MULTIMARKET INCOME TR SH BEN INT 0.0%
Value ($000) $6 Shares 1,020 Est. Cost $5.69 Unrealized
FIS FIDELITY NATL INFORMATION SVCS COM 0.0%
Value ($000) $5 Shares 37 Est. Cost $125.36 Unrealized +1.7%
HANCOCK JOHN PFD INCOME FD III COM 0.0%
Value ($000) $5 Shares 303 Est. Cost $18.19 Unrealized
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 0.0%
Value ($000) $5 Shares 112 Est. Cost $35.63 Unrealized
IQDF FLEXSHARES INTERNATIONAL QUALITY DIVIDEND INDEX FUND 0.0%
Value ($000) $5 Shares 217 Est. Cost $22.93 Unrealized
MRNA MODERNA INC COM 0.0%
Value ($000) $5 Shares 50 Est. Cost $44.52 Unrealized +127.2%
DVN DEVON ENERGY CORP NEW COM 0.0%
Value ($000) $5 Shares 310 Est. Cost $13.25 Unrealized -28.2%
SWBI SMITH & WESSON BRANDS INC COM 0.0%
Value ($000) $5 Shares 270 Est. Cost $16.54 Unrealized 0.0%
DTE DTE ENERGY CO COM 0.0%
Value ($000) $5 Shares 41 Est. Cost $88.73 Unrealized 0.0%
LUMEN TECHNOLOGIES INC COM 0.0%
Value ($000) $5 Shares 535 Est. Cost $8.72 Unrealized
TLH ISHARES 10-20 YEAR TREASURY BOND ETF 0.0%
Value ($000) $5 Shares 33 Est. Cost $156.11 Unrealized
FSLY FASTLY INC CL A 0.0%
Value ($000) $5 Shares 60 Est. Cost $88.16 Unrealized 0.0%
SUSC ISHARES ESG AWARE USD CORPORATE BOND ETF 0.0%
Value ($000) $5 Shares 176 Est. Cost $25.37 Unrealized
VIACOMCBS INC CL B 0.0%
Value ($000) $5 Shares 146 Est. Cost $35.10 Unrealized
SUN SUNOCO LP COM UT REP LP 0.0%
Value ($000) $5 Shares 172 Est. Cost $27.88 Unrealized
TWILIO INC 0.25 06/01/2023 0.0%
Value ($000) $5 Shares 1,000 Est. Cost $5.00 Unrealized
ARKK ARK INNOVATION ETF 0.0%
Value ($000) $5 Shares 38 Est. Cost $78.95 Unrealized
PGR PROGRESSIVE CORP COM 0.0%
Value ($000) $5 Shares 53 Est. Cost $80.60 Unrealized 0.0%
MARVELL TECHNOLOGY GROUP LTD ORD 0.0%
Value ($000) $5 Shares 100 Est. Cost $50.00 Unrealized
FENY FIDELITY MSCI ENERGY INDEX ETF 0.0%
Value ($000) $5 Shares 517 Est. Cost $9.49 Unrealized
FLEXSHARES INTERNATIONAL QUALITY DIVIDEND DEFENSIVE INDEX FUND 0.0%
Value ($000) $5 Shares 218 Est. Cost $21.39 Unrealized
TERADYNE INC 1.25 12/15/2023 0.0%
Value ($000) $4 Shares 1,000 Est. Cost $4.00 Unrealized
OLN OLIN CORP COM PAR $1 0.0%
Value ($000) $4 Shares 151 Est. Cost $15.68 Unrealized +17.0%
SRE SEMPRA ENERGY COM 0.0%
Value ($000) $4 Shares 34 Est. Cost $58.17 Unrealized -6.4%
CDW CDW CORP COM 0.0%
Value ($000) $4 Shares 29 Est. Cost $114.00 Unrealized +8.0%
EATON VANCE RISK-MANAGED DIVER COM 0.0%
Value ($000) $4 Shares 347 Est. Cost $8.59 Unrealized
PENN NATL GAMING INC 2.75 05/15/2026 0.0%
Value ($000) $4 Shares 1,000 Est. Cost $4.00 Unrealized
ROAM HARTFORD MULTIFACTOR EMERGING MARKETS ETF 0.0%
Value ($000) $4 Shares 165 Est. Cost $19.45 Unrealized
VO VANGUARD MID-CAP INDEX FUND 0.0%
Value ($000) $4 Shares 18 Est. Cost $166.67 Unrealized
MDU MDU RES GROUP INC COM 0.0%
Value ($000) $4 Shares 150 Est. Cost $7.98 Unrealized +0.8%
CYRUSONE INC COM 0.0%
Value ($000) $4 Shares 58 Est. Cost $71.36 Unrealized
AMLP ALERIAN MLP ETF 0.0%
Value ($000) $4 Shares 152 Est. Cost $20.39 Unrealized
DOUBLELINE OPPORTUNISTIC CR FD COM 0.0%
Value ($000) $4 Shares 216 Est. Cost $19.77 Unrealized
CCL CARNIVAL CORP PAIRED CTF 0.0%
Value ($000) $4 Shares 200 Est. Cost $35.30 Unrealized -49.6%
BTI BRITISH AMERN TOB PLC SPONSORED ADR 0.0%
Value ($000) $4 Shares 99 Est. Cost $33.16 Unrealized
FIVE9 INC 0.125 05/01/2023 0.0%
Value ($000) $4 Shares 1,000 Est. Cost $4.00 Unrealized
ARKW ARK NEXT GENERATION INTERNET ETF 0.0%
Value ($000) $4 Shares 29 Est. Cost $34.48 Unrealized
U S SILICA HLDGS INC COM 0.0%
Value ($000) $4 Shares 525 Est. Cost $13.10 Unrealized
IYE ISHARES U.S. ENERGY ETF 0.0%
Value ($000) $4 Shares 208 Est. Cost $18.15 Unrealized
WESTERN DIGITAL CORP. 1.5 02/01/2024 0.0%
Value ($000) $4 Shares 4,000 Est. Cost $1.00 Unrealized
SQUARE INC 0.5 05/15/2023 0.0%
Value ($000) $3 Shares 1,000 Est. Cost $3.00 Unrealized
L LOEWS CORP COM 0.0%
Value ($000) $3 Shares 57 Est. Cost $35.13 Unrealized +12.2%
DOCUSIGN INC 0.5 09/15/2023 0.0%
Value ($000) $3 Shares 1,000 Est. Cost $3.00 Unrealized
INPHI CORP 0.75 09/01/2021 0.0%
Value ($000) $3 Shares 1,000 Est. Cost $3.00 Unrealized
TV GRUPO TELEVISA SA SPON ADR REP ORD 0.0%
Value ($000) $3 Shares 380 Est. Cost $5.82 Unrealized
ABIOMED INC COM 0.0%
Value ($000) $3 Shares 10 Est. Cost $200.00 Unrealized
MELI MERCADOLIBRE INC COM 0.0%
Value ($000) $3 Shares 2 Est. Cost $1410.19 Unrealized 0.0%
MICROCHIP TECHNOLOGY INC. 1.625 02/15/2025 0.0%
Value ($000) $3 Shares 1,000 Est. Cost $3.00 Unrealized
IYZ ISHARES U.S. TELECOMMUNICATIONS ETF 0.0%
Value ($000) $3 Shares 110 Est. Cost $27.27 Unrealized
CLNE CLEAN ENERGY FUELS CORP COM 0.0%
Value ($000) $3 Shares 400 Est. Cost $2.91 Unrealized +34.2%
AMERICAN AIRLINES GROUP INC 6.5 07/01/2025 0.0%
Value ($000) $3 Shares 2,000 Est. Cost $1.50 Unrealized
TEVA TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 0.0%
Value ($000) $3 Shares 348 Est. Cost $8.26 Unrealized
CYD CHINA YUCHAI INTL LTD COM 0.0%
Value ($000) $3 Shares 200 Est. Cost $11.02 Unrealized +27.1%
GW PHARMACEUTICALS PLC ADS 0.0%
Value ($000) $3 Shares 25 Est. Cost $80.00 Unrealized
ZILLOW GROUP INC 1.5 07/01/2023 0.0%
Value ($000) $3 Shares 2,000 Est. Cost $1.50 Unrealized
COHEN & STEERS QUALITY INCOME COM 0.0%
Value ($000) $3 Shares 226 Est. Cost $13.69 Unrealized
INCY INCYTE CORP COM 0.0%
Value ($000) $3 Shares 29 Est. Cost $80.26 Unrealized +7.8%
PCH POTLATCHDELTIC CORPORATION COM 0.0%
Value ($000) $2 Shares 30 Est. Cost $66.67 Unrealized
DELAWARE ENHANCED GBL DIV & IN COM 0.0%
Value ($000) $2 Shares 222 Est. Cost $5.34 Unrealized
SSYS STRATASYS LTD SHS 0.0%
Value ($000) $2 Shares 80 Est. Cost $14.59 Unrealized +10.0%
OPLN KAR AUCTION SVCS INC COM 0.0%
Value ($000) $2 Shares 128 Est. Cost $19.53 Unrealized -11.6%
SAREPTA THERAPEUTICS INC 1.5 11/15/2024 0.0%
Value ($000) $2 Shares 1,000 Est. Cost $2.00 Unrealized
WAYFAIR INC 0.375 09/01/2022 0.0%
Value ($000) $2 Shares 1,000 Est. Cost $2.00 Unrealized
ON SEMICONDUCTOR CORP 1.625 10/15/2023 0.0%
Value ($000) $2 Shares 1,000 Est. Cost $2.00 Unrealized
WOOD ISHARES S&P GLOBAL TIMBER & FORESTRY INDEX FUND 0.0%
Value ($000) $2 Shares 30 Est. Cost $66.67 Unrealized
XLC COMMUNICATION SERVICES SELECT SECTOR SPDRA FUND 0.0%
Value ($000) $2 Shares 31 Est. Cost $33.27 Unrealized
ETSY INC 0.125 10/01/2026 0.0%
Value ($000) $2 Shares 1,000 Est. Cost $2.00 Unrealized
XSLV INVESCO S&P SMALLCAP LOW VOLATILITY ETF 0.0%
Value ($000) $2 Shares 56 Est. Cost $37.34 Unrealized
XMLV INVESCO S&P MIDCAP LOW VOLATILITY ETF 0.0%
Value ($000) $2 Shares 50 Est. Cost $51.17 Unrealized
LYFT LYFT INC CL A COM 0.0%
Value ($000) $2 Shares 50 Est. Cost $29.73 Unrealized +22.4%
BARRICK GOLD CORP COM 0.0%
Value ($000) $2 Shares 83 Est. Cost $24.39 Unrealized
DDD 3-D SYS CORP DEL COM NEW 0.0%
Value ($000) $2 Shares 225 Est. Cost $5.92 Unrealized +37.2%
RH 0 06/15/2023 0.0%
Value ($000) $2 Shares 1,000 Est. Cost $2.00 Unrealized
GDX VANECK VECTORS GOLD MINERS ETF 0.0%
Value ($000) $2 Shares 65 Est. Cost $30.77 Unrealized
SUSL ISHARES ESG MSCI USA LEADERS ETF 0.0%
Value ($000) $2 Shares 37 Est. Cost $55.51 Unrealized
CTVA CORTEVA INC COM 0.0%
Value ($000) $2 Shares 62 Est. Cost $26.67 Unrealized +26.6%
PH PARKER-HANNIFIN CORP COM 0.0%
Value ($000) $2 Shares 6 Est. Cost $182.81 Unrealized +26.6%
VEGI ISHARES MSCI GLOBAL AGRICULTURE PRODUCERS ETF 0.0%
Value ($000) $2 Shares 62 Est. Cost $16.91 Unrealized
REPLIGEN CORP 0.375 07/15/2024 0.0%
Value ($000) $2 Shares 1,000 Est. Cost $2.00 Unrealized
CLX CLOROX CO DEL COM 0.0%
Value ($000) $2 Shares 10 Est. Cost $125.69 Unrealized +40.3%
GDS HLDGS LTD 2 06/01/2025 0.0%
Value ($000) $2 Shares 1,000 Est. Cost $2.00 Unrealized
JMIA JUMIA TECHNOLOGIES AG SPONSORED ADS 0.0%
Value ($000) $2 Shares 45 Est. Cost $44.44 Unrealized
TAK TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS 0.0%
Value ($000) $2 Shares 110 Est. Cost $9.09 Unrealized
T2 BIOSYSTEMS INC COM 0.0%
Value ($000) $2 Shares 1,500 Est. Cost $1.33 Unrealized
DBA INVESCO DB AGRICULTURE FUND 0.0%
Value ($000) $2 Shares 100 Est. Cost $10.00 Unrealized
TEMPLETON EMERGING MKTS FD COM 0.0%
Value ($000) $2 Shares 126 Est. Cost $9.09 Unrealized
SPOT SPOTIFY TECHNOLOGY S A SHS 0.0%
Value ($000) $2 Shares 5 Est. Cost $171.44 Unrealized +64.6%
STARWOOD WAYPOINT HOMES 3.5 01/15/2022 0.0%
Value ($000) $1 Shares 1,000 Est. Cost $1.00 Unrealized
ALKALINE WTR CO INC COM NEW 0.0%
Value ($000) $1 Shares 1,000 Est. Cost $1.00 Unrealized
INSMED INC 1.75 01/15/2025 0.0%
Value ($000) $1 Shares 1,000 Est. Cost $1.00 Unrealized
ENOCHIAN BIOSCIENCES INC COM 0.0%
Value ($000) $1 Shares 500 Est. Cost $4.67 Unrealized
SUNPOWER CORP 4 01/15/2023 0.0%
Value ($000) $1 Shares 1,000 Est. Cost $1.00 Unrealized
LIBERTY MEDIA CORP DEL 1 01/30/2023 0.0%
Value ($000) $1 Shares 1,000 Est. Cost $1.00 Unrealized
FDX FEDEX CORP COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $180.94 Unrealized +38.8%
STRATA SKIN SCIENCES INC COM NEW 0.0%
Value ($000) $1 Shares 500 Est. Cost $2.00 Unrealized
AVNS AVANOS MED INC COM 0.0%
Value ($000) $1 Shares 27 Est. Cost $42.78 Unrealized -2.7%
HYD VANECK VECTORS HIGH YIELD MUNI ETF 0.0%
Value ($000) $1 Shares 23 Est. Cost $47.34 Unrealized
ATLAS AIR WORLDWIDE HLDGS INC 1.875 06/01/2024 0.0%
Value ($000) $1 Shares 1,000 Est. Cost $1.00 Unrealized
LIVE NATION ENTERTAINMENT INC 2.5 03/15/2023 0.0%
Value ($000) $1 Shares 1,000 Est. Cost $1.00 Unrealized
CHENIERE ENERGY INC 4.25 03/15/2045 0.0%
Value ($000) $1 Shares 1,000 Est. Cost $1.00 Unrealized
WEIBO CORP 1.25 11/15/2022 0.0%
Value ($000) $1 Shares 1,000 Est. Cost $1.00 Unrealized
SPLUNK INC 1.125 09/15/2025 0.0%
Value ($000) $1 Shares 1,000 Est. Cost $1.00 Unrealized
ESSENTIAL UTILS INC UNIT EX 043022 0.0%
Value ($000) $1 Shares 9 Est. Cost $111.11 Unrealized
BYND BEYOND MEAT INC COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $126.93 Unrealized +18.8%
FIREEYE INC 1.625 06/01/2035 0.0%
Value ($000) $1 Shares 1,000 Est. Cost $1.00 Unrealized
CATCHMARK TIMBER TR INC CL A 0.0%
Value ($000) $1 Shares 101 Est. Cost $9.90 Unrealized
DISH NETWORK CORPORATION 3.375 08/15/2026 0.0%
Value ($000) $1 Shares 1,000 Est. Cost $1.00 Unrealized
GUGGENHEIM ENHANCED EQUITY INC COM 0.0%
Value ($000) $1 Shares 208 Est. Cost $6.76 Unrealized
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 0.0%
Value ($000) $1 Shares 33 Est. Cost $33.15 Unrealized
PDD PINDUODUO INC SPONSORED ADS 0.0%
Value ($000) $1 Shares 8 Est. Cost Unrealized
SCORPIO TANKERS INC 3 05/15/2022 0.0%
Value ($000) $1 Shares 1,000 Est. Cost $1.00 Unrealized
NIKOLA CORP COM 0.0%
Value ($000) $1 Shares 50 Est. Cost $20.00 Unrealized
NET CLOUDFLARE INC CL A COM 0.0%
Value ($000) $1 Shares 14 Est. Cost $65.56 Unrealized 0.0%
BENEFITFOCUS INC 1.25 12/15/2023 0.0%
Value ($000) $1 Shares 1,000 Est. Cost $1.00 Unrealized
VOD VODAFONE GROUP PLC NEW SPONSORED ADR 0.0%
Value ($000) $1 Shares 50 Est. Cost $20.00 Unrealized
1ST CONSTITUTION BANCORP COM 0.0%
Value ($000) $1 Shares 50 Est. Cost $20.00 Unrealized
RYN RAYONIER INC COM 0.0%
Value ($000) $1 Shares 40 Est. Cost $25.00 Unrealized
PTC PTC INC COM 0.0%
Value ($000) $1 Shares 5 Est. Cost $85.19 Unrealized +16.8%
VNT VONTIER CORPORATION COM 0.0%
Value ($000) $1 Shares 36 Est. Cost $31.19 Unrealized 0.0%
HUAZHU GROUP LTD 0.375 11/01/2022 0.0%
Value ($000) $1 Shares 1,000 Est. Cost $1.00 Unrealized
SPXL DIREXION DAILY S&P 500 BULL 3X SHARES 0.0%
Value ($000) $1 Shares 20 Est. Cost $50.00 Unrealized
LEN/B LENNAR CORP CL B 0.0%
Value ($000) $0 Shares 7 Est. Cost $35.32 Unrealized +53.7%
BROOKFIELD PROPERTY PARTRS LP UNIT LTD PARTN 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
SAN BANCO SANTANDER S.A. ADR 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
OTTR OTTER TAIL CORP COM 0.0%
Value ($000) $0 Shares 10 Est. Cost $35.50 Unrealized 0.0%
SRNE SORRENTO THERAPEUTICS INC COM NEW 0.0%
Value ($000) $0 Shares 50 Est. Cost $9.15 Unrealized -12.2%
UIS UNISYS CORP COM NEW 0.0%
Value ($000) $0 Shares 3 Est. Cost $11.56 Unrealized +24.4%
MCHP MICROCHIP TECHNOLOGY INC. COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $39.20 Unrealized +43.4%
RIO RIO TINTO PLC SPONSORED ADR 0.0%
Value ($000) $0 Shares 2 Est. Cost $44.94 Unrealized
BRISTOL-MYERS SQUIBB CO CONTNGNT VAL RT 0.0%
Value ($000) $0 Shares 560 Est. Cost $1.79 Unrealized
PROSHARES ULTRA VIX SHORT-TERM FUTURES ETF 0.0%
Value ($000) $0 Shares 35 Est. Cost Unrealized
WAB WABTEC COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $68.06 Unrealized -2.4%
ALC ALCON AG ORD SHS 0.0%
Value ($000) $0 Shares 1 Est. Cost $56.67 Unrealized +8.8%
GLADSTONE CAPITAL CORP COM 0.0%
Value ($000) $0 Shares 50 Est. Cost Unrealized