Ellis Investment Partners, LLC Diversified Active

CIK: 0001765590 · Show all filings

Period: Q1 2021 (← Previous) (Next →)

Filing Date: May 3, 2021

Total Value ($000): $359,298 (100.0% shares, 0.0% debt)

Holdings (772)

DVY ISHARES SELECT DIVIDEND ETF 6.0%
Value ($000) $21,451 Shares 187,999 Est. Cost $93.04 Unrealized
VUG VANGUARD GROWTH INDEX FUND 4.0%
Value ($000) $14,243 Shares 55,413 Est. Cost $141.12 Unrealized
COHEN & STEERS REIT & PFD & IN COM 4.0%
Value ($000) $14,225 Shares 583,245 Est. Cost $18.24 Unrealized
IJS ISHARES S&P SMALL-CAP 600 VALUE ETF 3.7%
Value ($000) $13,280 Shares 131,827 Est. Cost $109.28 Unrealized
SPLV INVESCO S&P 500 LOW VOLATILITY ETF 3.4%
Value ($000) $12,312 Shares 211,720 Est. Cost $48.33 Unrealized
AAPL APPLE INC COM 3.4%
Value ($000) $12,088 Shares 98,960 Est. Cost $91.21 Unrealized +37.1%
IJJ ISHARES S&P MID-CAP 400 VALUE ETF 3.1%
Value ($000) $11,237 Shares 110,240 Est. Cost $114.21 Unrealized
QQQ INVESCO QQQ TRUST 3.0%
Value ($000) $10,823 Shares 33,915 Est. Cost $163.23 Unrealized
IJH ISHARES S&P MIDCAP FUND 2.0%
Value ($000) $7,134 Shares 27,409 Est. Cost $196.82 Unrealized
IJR ISHARES S&P SMALL-CAP FUND 1.9%
Value ($000) $6,698 Shares 61,719 Est. Cost $79.51 Unrealized
EFAV ISHARES MSCI EAFE MIN VOL FACTOR ETF 1.8%
Value ($000) $6,379 Shares 87,399 Est. Cost $66.87 Unrealized
BX BLACKSTONE GROUP INC COM 1.7%
Value ($000) $6,028 Shares 80,879 Est. Cost $39.49 Unrealized +48.4%
SPY SPDR S&P 500 ETF 1.5%
Value ($000) $5,334 Shares 13,457 Est. Cost $311.26 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 1.4%
Value ($000) $4,973 Shares 19,465 Est. Cost $208.42 Unrealized +16.5%
IVW ISHARES S&P 500 GROWTH ETF 1.3%
Value ($000) $4,684 Shares 71,945 Est. Cost $82.06 Unrealized
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 1.3%
Value ($000) $4,594 Shares 66,396 Est. Cost $55.90 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 1.1%
Value ($000) $4,070 Shares 16,747 Est. Cost $138.30 Unrealized
GOOG ALPHABET INC CAP STK CL C 1.1%
Value ($000) $4,054 Shares 1,960 Est. Cost $53.13 Unrealized +85.3%
ABBV ABBVIE INC COM 1.1%
Value ($000) $3,903 Shares 36,069 Est. Cost $65.24 Unrealized +36.3%
IBB ISHARES NASDAQ BIOTECHNOLOGY INDEX FUND 1.1%
Value ($000) $3,846 Shares 25,543 Est. Cost $112.39 Unrealized
EFA ISHARES MSCI EAFE ETF 1.0%
Value ($000) $3,451 Shares 45,486 Est. Cost $75.56 Unrealized
XLU UTILITIES SELECT SECTOR SPDR FUND 1.0%
Value ($000) $3,437 Shares 53,675 Est. Cost $55.70 Unrealized
UNP UNION PAC CORP COM 0.9%
Value ($000) $3,401 Shares 15,432 Est. Cost $126.42 Unrealized +48.8%
AL AIR LEASE CORP CL A 0.9%
Value ($000) $3,274 Shares 66,818 Est. Cost $33.20 Unrealized +25.7%
AMZN AMAZON COM INC COM 0.9%
Value ($000) $3,193 Shares 1,032 Est. Cost $85.52 Unrealized +85.3%
DIREXION WORK FROM HOME ETF 0.9%
Value ($000) $3,137 Shares 45,918 Est. Cost $63.38 Unrealized
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 0.9%
Value ($000) $3,084 Shares 45,149 Est. Cost $51.86 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.9%
Value ($000) $3,076 Shares 90,337 Est. Cost $28.66 Unrealized
TIP ISHARES TIPS BOND ETF 0.8%
Value ($000) $3,047 Shares 24,278 Est. Cost $112.75 Unrealized
GOOGL ALPHABET INC CAP STK CL A 0.8%
Value ($000) $2,939 Shares 1,425 Est. Cost $53.81 Unrealized +82.0%
BXMT BLACKSTONE MTG TR INC COM CL A 0.8%
Value ($000) $2,917 Shares 94,107 Est. Cost $29.05 Unrealized
STIP ISHARES 0.8%
Value ($000) $2,875 Shares 27,194 Est. Cost $101.17 Unrealized
FS KKR CAP CORP II COM 0.8%
Value ($000) $2,827 Shares 144,758 Est. Cost $14.99 Unrealized
QCOM QUALCOMM INC COM 0.8%
Value ($000) $2,757 Shares 20,791 Est. Cost $74.97 Unrealized +73.0%
IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF 0.7%
Value ($000) $2,620 Shares 37,286 Est. Cost $56.52 Unrealized
ETFMG PRIME CYBER SECURITY ETF 0.7%
Value ($000) $2,548 Shares 46,403 Est. Cost $39.44 Unrealized
IVV ISHARES CORE S&P 500 ETF 0.7%
Value ($000) $2,539 Shares 6,383 Est. Cost $284.58 Unrealized
VZ VERIZON COMMUNICATIONS INC COM 0.7%
Value ($000) $2,501 Shares 43,015 Est. Cost $38.94 Unrealized +8.5%
LITE LUMENTUM HLDGS INC COM 0.6%
Value ($000) $2,321 Shares 25,405 Est. Cost $52.58 Unrealized +76.0%
NMIH NMI HLDGS INC CL A 0.6%
Value ($000) $2,317 Shares 98,030 Est. Cost $22.00 Unrealized +5.8%
GOLDMAN SACHS MLP ENERGY RENAI COM 0.6%
Value ($000) $2,236 Shares 231,026 Est. Cost $7.75 Unrealized
MSFT MICROSOFT CORP COM 0.6%
Value ($000) $2,125 Shares 9,012 Est. Cost $109.01 Unrealized +104.5%
BOTZ GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE THEMATIC ETF 0.6%
Value ($000) $2,059 Shares 62,144 Est. Cost $20.63 Unrealized
MRK MERCK & CO. INC COM 0.5%
Value ($000) $1,768 Shares 22,931 Est. Cost $57.92 Unrealized +8.9%
UNH UNITEDHEALTH GROUP INC COM 0.5%
Value ($000) $1,766 Shares 4,746 Est. Cost $307.39 Unrealized +4.0%
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.5%
Value ($000) $1,717 Shares 15,087 Est. Cost $112.83 Unrealized
EMQQ EMQQ THE EMERGING MARKETS INTERNET AND ECOMMERCE ETF 0.5%
Value ($000) $1,685 Shares 26,361 Est. Cost $59.07 Unrealized
FSK FS KKR CAP CORP COM 0.5%
Value ($000) $1,675 Shares 84,443 Est. Cost $7.42 Unrealized +25.7%
JAZZ JAZZ PHARMACEUTICALS PLC SHS USD 0.5%
Value ($000) $1,626 Shares 9,892 Est. Cost $132.09 Unrealized +24.6%
IVE ISHARES S&P 500 VALUE ETF 0.4%
Value ($000) $1,552 Shares 10,991 Est. Cost $102.69 Unrealized
ROBO ROBO GLOBAL ROBOTICS AND AUTOMATION INDEX ETF 0.4%
Value ($000) $1,535 Shares 24,169 Est. Cost $52.75 Unrealized
UGI UGI CORP NEW COM 0.4%
Value ($000) $1,533 Shares 37,390 Est. Cost $38.45 Unrealized +0.5%
XHB SPDR S&P HOMEBUILDERS ETF 0.4%
Value ($000) $1,471 Shares 20,901 Est. Cost $36.61 Unrealized
VCSH VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND 0.4%
Value ($000) $1,359 Shares 16,476 Est. Cost $79.41 Unrealized
IWB ISHARES RUSSELL 1000 ETF 0.4%
Value ($000) $1,348 Shares 6,023 Est. Cost $139.03 Unrealized
JNJ JOHNSON & JOHNSON COM 0.4%
Value ($000) $1,346 Shares 8,192 Est. Cost $114.22 Unrealized +23.3%
PPA INVESCO AEROSPACE & DEFENSE ETF 0.4%
Value ($000) $1,329 Shares 18,267 Est. Cost $65.38 Unrealized
HDV ISHARES CORE HIGH DIVIDEND ETF 0.4%
Value ($000) $1,310 Shares 13,809 Est. Cost $84.71 Unrealized
ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 0.4%
Value ($000) $1,286 Shares 12,352 Est. Cost $137.99 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP COM 0.4%
Value ($000) $1,271 Shares 16,454 Est. Cost $59.58 Unrealized +9.5%
INTU INTUIT COM 0.4%
Value ($000) $1,267 Shares 3,308 Est. Cost $198.51 Unrealized +88.3%
IYY ISHARES DOW JONES U.S. ETF 0.3%
Value ($000) $1,227 Shares 12,290 Est. Cost $113.46 Unrealized
PG PROCTER AND GAMBLE CO COM 0.3%
Value ($000) $1,208 Shares 8,922 Est. Cost $79.25 Unrealized +46.0%
IJK ISHARES S&P MID-CAP 400 GROWTH ETF 0.3%
Value ($000) $1,135 Shares 14,478 Est. Cost $109.09 Unrealized
VNQ VANGUARD REAL ESTATE ETF 0.3%
Value ($000) $1,093 Shares 11,903 Est. Cost $74.14 Unrealized
CARR CARRIER GLOBAL CORPORATION COM 0.3%
Value ($000) $1,086 Shares 25,714 Est. Cost $31.05 Unrealized +17.4%
FDIS FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ET 0.3%
Value ($000) $1,026 Shares 13,441 Est. Cost $54.12 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.3%
Value ($000) $985 Shares 8,441 Est. Cost $94.81 Unrealized
GD GENERAL DYNAMICS CORP COM 0.3%
Value ($000) $975 Shares 5,369 Est. Cost $152.08 Unrealized -3.3%
FDN FIRST TR EXCHANGE-TRADED FD DJ INTERNT IDX 0.3%
Value ($000) $968 Shares 4,439 Est. Cost $178.06 Unrealized
EPD ENTERPRISE PRODS PARTNERS L P COM 0.3%
Value ($000) $966 Shares 43,854 Est. Cost $19.10 Unrealized
BLACKROCK CR ALLOCATION INCOME COM 0.3%
Value ($000) $961 Shares 65,480 Est. Cost $10.77 Unrealized
JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 0.3%
Value ($000) $950 Shares 16,340 Est. Cost $55.54 Unrealized
XOM EXXON MOBIL CORP COM 0.3%
Value ($000) $949 Shares 16,997 Est. Cost $43.60 Unrealized -0.7%
AON AON PLC SHS CL A 0.3%
Value ($000) $937 Shares 4,070 Est. Cost $178.56 Unrealized +19.0%
MPT MEDICAL PPTYS TRUST INC COM 0.3%
Value ($000) $935 Shares 43,955 Est. Cost $16.37 Unrealized
DIS DISNEY WALT CO COM 0.3%
Value ($000) $931 Shares 5,047 Est. Cost $110.45 Unrealized +63.1%
PEP PEPSICO INC COM 0.3%
Value ($000) $925 Shares 6,539 Est. Cost $90.99 Unrealized +29.6%
SIXG DEFIANCE NEXT GEN CONNECTIVITY ETF 0.3%
Value ($000) $921 Shares 26,157 Est. Cost $34.34 Unrealized
SNSR GLOBAL X INTERNET OF THINGS THEMATIC ETF 0.3%
Value ($000) $918 Shares 27,558 Est. Cost $30.70 Unrealized
IWC ISHARES MICRO-CAP ETF 0.2%
Value ($000) $879 Shares 5,985 Est. Cost $83.22 Unrealized
COST COSTCO WHSL CORP NEW COM 0.2%
Value ($000) $867 Shares 2,459 Est. Cost $201.98 Unrealized +63.3%
RPM RPM INTL INC COM 0.2%
Value ($000) $856 Shares 9,322 Est. Cost $61.25 Unrealized +41.1%
IEFA ISHARES CORE MSCI EAFE ETF 0.2%
Value ($000) $854 Shares 11,846 Est. Cost $54.75 Unrealized
ADP AUTOMATIC DATA PROCESSING INC COM 0.2%
Value ($000) $844 Shares 4,476 Est. Cost $122.33 Unrealized +28.1%
SDY SPDR S&P DIVIDEND ETF 0.2%
Value ($000) $836 Shares 7,080 Est. Cost $89.54 Unrealized
EEMV ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF 0.2%
Value ($000) $834 Shares 13,201 Est. Cost $53.08 Unrealized
NUVEEN QUALITY MUNCP INCOME FD COM 0.2%
Value ($000) $828 Shares 54,680 Est. Cost $12.53 Unrealized
IXN ISHARES GLOBAL TECH ETF 0.2%
Value ($000) $820 Shares 2,666 Est. Cost $149.36 Unrealized
ILCV ISHARES MORNINGSTAR LARGE-CAP VALUE ETF 0.2%
Value ($000) $819 Shares 6,666 Est. Cost $99.77 Unrealized
BKNG BOOKING HOLDINGS INC COM 0.2%
Value ($000) $799 Shares 343 Est. Cost $1804.07 Unrealized +21.1%
IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF 0.2%
Value ($000) $762 Shares 5,945 Est. Cost $137.58 Unrealized
TJX TJX COS INC NEW COM 0.2%
Value ($000) $754 Shares 11,400 Est. Cost $46.04 Unrealized +35.3%
PIMCO MUN INCOME FD II COM 0.2%
Value ($000) $734 Shares 49,344 Est. Cost $13.57 Unrealized
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 0.2%
Value ($000) $709 Shares 8,223 Est. Cost $75.50 Unrealized
VOO VANGUARD S&P 500 ETF 0.2%
Value ($000) $704 Shares 1,933 Est. Cost $258.91 Unrealized
XRT SPDR S&P RETAIL ETF 0.2%
Value ($000) $688 Shares 7,708 Est. Cost $64.28 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.2%
Value ($000) $678 Shares 5,108 Est. Cost $95.70 Unrealized
DGRO ISHARES CORE DIVIDEND GROWTH ETF 0.2%
Value ($000) $647 Shares 13,399 Est. Cost $38.01 Unrealized
ABT ABBOTT LABS COM 0.2%
Value ($000) $644 Shares 5,376 Est. Cost $65.64 Unrealized +65.5%
HD HOME DEPOT INC COM 0.2%
Value ($000) $635 Shares 2,079 Est. Cost $159.92 Unrealized +52.9%
T AT&T INC COM 0.2%
Value ($000) $629 Shares 20,793 Est. Cost $14.82 Unrealized +9.0%
PM PHILIP MORRIS INTL INC COM 0.2%
Value ($000) $622 Shares 7,006 Est. Cost $57.36 Unrealized +16.5%
XLB MATERIALS SELECT SECTOR SPDR FUND 0.2%
Value ($000) $617 Shares 7,828 Est. Cost $51.04 Unrealized
FISV FISERV INC COM 0.2%
Value ($000) $605 Shares 5,080 Est. Cost $78.38 Unrealized +46.4%
ITW ILLINOIS TOOL WKS INC COM 0.2%
Value ($000) $604 Shares 2,726 Est. Cost $110.71 Unrealized +67.1%
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 0.2%
Value ($000) $602 Shares 6,470 Est. Cost $95.33 Unrealized
IWV ISHARES RUSSELL 3000 ETF 0.2%
Value ($000) $590 Shares 2,489 Est. Cost $173.46 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.2%
Value ($000) $584 Shares 2,641 Est. Cost $146.20 Unrealized
CMCSA COMCAST CORP NEW CL A 0.2%
Value ($000) $580 Shares 10,727 Est. Cost $32.22 Unrealized +43.2%
DIREXION MOONSHOT INNOVATORS ETF 0.2%
Value ($000) $574 Shares 13,985 Est. Cost $41.04 Unrealized
BMY BRISTOL-MYERS SQUIBB CO COM 0.2%
Value ($000) $569 Shares 9,012 Est. Cost $39.72 Unrealized +28.5%
HON HONEYWELL INTL INC COM 0.2%
Value ($000) $559 Shares 2,573 Est. Cost $125.32 Unrealized +41.0%
AMGN AMGEN INC COM 0.2%
Value ($000) $557 Shares 2,237 Est. Cost $157.55 Unrealized +29.9%
SPIP SPDR PORTFOLIO TIPS ETF 0.2%
Value ($000) $553 Shares 18,109 Est. Cost $31.13 Unrealized
AJG GALLAGHER ARTHUR J & CO COM 0.2%
Value ($000) $541 Shares 4,333 Est. Cost $67.97 Unrealized +68.6%
CSCO CISCO SYS INC COM 0.1%
Value ($000) $516 Shares 9,985 Est. Cost $38.43 Unrealized +5.7%
ISHARES COMEX GOLD TRUST 0.1%
Value ($000) $512 Shares 31,499 Est. Cost $15.63 Unrealized
USRT ISHARES CORE U.S. REIT ETF 0.1%
Value ($000) $512 Shares 9,763 Est. Cost $49.23 Unrealized
CWB SPDR BLOOMBERG BARCLAYS CONVERTIBLE SECURITIES ETF 0.1%
Value ($000) $493 Shares 5,909 Est. Cost $61.52 Unrealized
NSC NORFOLK SOUTHN CORP COM 0.1%
Value ($000) $484 Shares 1,801 Est. Cost $144.69 Unrealized +58.2%
KWEB KRANESHARES CSI CHINA INTERNET ETF 0.1%
Value ($000) $483 Shares 6,327 Est. Cost $74.21 Unrealized
CVX CHEVRON CORP NEW COM 0.1%
Value ($000) $475 Shares 4,535 Est. Cost $82.92 Unrealized -4.0%
GLD SPDR GOLD SHARES 0.1%
Value ($000) $474 Shares 2,965 Est. Cost $162.02 Unrealized
COLONY CAP INC NEW CL A COM 0.1%
Value ($000) $472 Shares 72,790 Est. Cost $3.96 Unrealized
QTUM DEFIANCE QUANTUM ETF 0.1%
Value ($000) $466 Shares 9,904 Est. Cost $42.03 Unrealized
XYL XYLEM INC COM 0.1%
Value ($000) $448 Shares 4,262 Est. Cost $61.75 Unrealized +55.1%
AXP AMERICAN EXPRESS CO COM 0.1%
Value ($000) $447 Shares 3,162 Est. Cost $123.74 Unrealized +0.5%
ICF ISHARES COHEN & STEERS REIT ETF 0.1%
Value ($000) $440 Shares 7,618 Est. Cost $74.80 Unrealized
IHAK ISHARES CYBERSECURITY AND TECH ETF 0.1%
Value ($000) $438 Shares 11,459 Est. Cost $35.72 Unrealized
CIBR FIRST TRUST NASDAQ CEA CYBERSECURITY ETF 0.1%
Value ($000) $437 Shares 10,447 Est. Cost $34.62 Unrealized
SYK STRYKER CORPORATION COM 0.1%
Value ($000) $427 Shares 1,752 Est. Cost $154.78 Unrealized +47.2%
APLE APPLE HOSPITALITY REIT INC COM NEW 0.1%
Value ($000) $421 Shares 28,929 Est. Cost $12.22 Unrealized
NERD ROUNDHILL BITKRAFT ESPORTS & DIGITAL ENTERTAINMENT ETF 0.1%
Value ($000) $412 Shares 12,919 Est. Cost $30.48 Unrealized
MO ALTRIA GROUP INC COM 0.1%
Value ($000) $404 Shares 7,900 Est. Cost $32.38 Unrealized -6.1%
WST WEST PHARMACEUTICAL SVSC INC COM 0.1%
Value ($000) $398 Shares 1,411 Est. Cost $115.92 Unrealized +144.0%
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.1%
Value ($000) $391 Shares 5,360 Est. Cost $52.83 Unrealized
FHLC FIDELITY MSCI HEALTH CARE INDEX ETF 0.1%
Value ($000) $391 Shares 6,628 Est. Cost $41.55 Unrealized
GABELLI DIVID & INCOME TR COM 0.1%
Value ($000) $382 Shares 15,957 Est. Cost $19.20 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND 0.1%
Value ($000) $371 Shares 2,523 Est. Cost $100.14 Unrealized
SYY SYSCO CORP COM 0.1%
Value ($000) $369 Shares 4,682 Est. Cost $55.32 Unrealized +23.0%
KMI KINDER MORGAN INC DEL COM 0.1%
Value ($000) $369 Shares 22,177 Est. Cost $10.88 Unrealized +6.2%
KO COCA COLA CO COM 0.1%
Value ($000) $349 Shares 6,613 Est. Cost $40.70 Unrealized +6.6%
AMT AMERICAN TOWER CORP NEW COM 0.1%
Value ($000) $346 Shares 1,449 Est. Cost $210.61 Unrealized -8.7%
VFC V F CORP COM 0.1%
Value ($000) $342 Shares 4,284 Est. Cost $76.50 Unrealized +6.1%
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.1%
Value ($000) $331 Shares 1,100 Est. Cost $159.59 Unrealized
IUSV ISHARES CORE S&P U.S. VALUE ETF 0.1%
Value ($000) $330 Shares 4,796 Est. Cost $55.90 Unrealized
VNQI VANGUARD GLOBAL EX-U.S. REAL ESTATE INDEX 0.1%
Value ($000) $326 Shares 5,851 Est. Cost $54.24 Unrealized
BLACKROCK CORE BD TR SHS BEN INT 0.1%
Value ($000) $326 Shares 20,758 Est. Cost $13.01 Unrealized
KIE SPDR S&P INSURANCE ETF 0.1%
Value ($000) $325 Shares 8,865 Est. Cost $27.81 Unrealized
IMCG ISHARES MORNINGSTAR MID-CAP GROWTH ETF 0.1%
Value ($000) $316 Shares 836 Est. Cost $203.40 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 0.1%
Value ($000) $312 Shares 2,061 Est. Cost $125.21 Unrealized
COHEN & STEERS MLP INCOME & EN COM SHS 0.1%
Value ($000) $308 Shares 96,280 Est. Cost $5.17 Unrealized
VTV VANGUARD VALUE INDEX FUND 0.1%
Value ($000) $308 Shares 2,345 Est. Cost $108.77 Unrealized
IWN ISHARES RUSSELL 0.1%
Value ($000) $306 Shares 1,918 Est. Cost $95.72 Unrealized
TROW PRICE T ROWE GROUP INC COM 0.1%
Value ($000) $303 Shares 1,766 Est. Cost $81.09 Unrealized +62.6%
WESTROCK CO COM 0.1%
Value ($000) $294 Shares 5,657 Est. Cost $27.49 Unrealized
KXI ISHARES GLOBAL CONSUMER STAPLES ETF 0.1%
Value ($000) $292 Shares 5,024 Est. Cost $45.93 Unrealized
WTRG ESSENTIAL UTILS INC COM 0.1%
Value ($000) $288 Shares 6,442 Est. Cost $46.02 Unrealized -1.9%
MUB ISHARES NATIONAL MUNI BOND ETF 0.1%
Value ($000) $287 Shares 2,474 Est. Cost $114.59 Unrealized
ZROZ PIMCO 25 YEAR ZERO COUPON U.S. TREASURY INDEX EXCHANGE-TRADED FUND 0.1%
Value ($000) $278 Shares 2,111 Est. Cost $114.52 Unrealized
POOL POOL CORP COM 0.1%
Value ($000) $278 Shares 805 Est. Cost $167.62 Unrealized +96.1%
FLOT ISHARES FLOATING RATE BOND ETF 0.1%
Value ($000) $276 Shares 5,428 Est. Cost $68.13 Unrealized
PUTNAM MUN OPPORTUNITIES TR SH BEN INT 0.1%
Value ($000) $273 Shares 20,365 Est. Cost $12.77 Unrealized
FUTY FIDELITY MSCI UTILITIES INDEX ETF 0.1%
Value ($000) $270 Shares 6,502 Est. Cost $36.13 Unrealized
IYR ISHARES U.S. REAL ESTATE ETF 0.1%
Value ($000) $270 Shares 2,934 Est. Cost $74.69 Unrealized
DOW DOW INC COM 0.1%
Value ($000) $268 Shares 4,189 Est. Cost $35.96 Unrealized +27.4%
VTC VANGUARD TOTAL CORPORATE BOND ETF 0.1%
Value ($000) $267 Shares 2,983 Est. Cost $89.64 Unrealized
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.1%
Value ($000) $265 Shares 1,168 Est. Cost $189.82 Unrealized
MDY SPDR S&P MIDCAP 400 ETF 0.1%
Value ($000) $253 Shares 531 Est. Cost $314.03 Unrealized
CAT CATERPILLAR INC COM 0.1%
Value ($000) $252 Shares 1,086 Est. Cost $114.70 Unrealized +64.9%
AWK AMERICAN WTR WKS CO INC NEW COM 0.1%
Value ($000) $252 Shares 1,681 Est. Cost $97.49 Unrealized +41.2%
EQR EQUITY RESIDENTIAL SH BEN INT 0.1%
Value ($000) $251 Shares 3,498 Est. Cost $51.33 Unrealized +6.7%
HERO GLOBAL X VIDEO GAMES & ESPORTS ETF 0.1%
Value ($000) $251 Shares 8,003 Est. Cost $30.44 Unrealized
SHY ISHARES 0.1%
Value ($000) $248 Shares 2,875 Est. Cost $85.55 Unrealized
PFE PFIZER INC COM 0.1%
Value ($000) $243 Shares 6,708 Est. Cost $28.40 Unrealized -1.3%
VGT VANGUARD INFORMATION TECHNOLOGY INDEX FUND 0.1%
Value ($000) $241 Shares 674 Est. Cost $203.47 Unrealized
DD DUPONT DE NEMOURS INC COM 0.1%
Value ($000) $241 Shares 3,118 Est. Cost $27.29 Unrealized +6.5%
BAC BK OF AMERICA CORP COM 0.1%
Value ($000) $241 Shares 6,231 Est. Cost $23.92 Unrealized +28.1%
SBUX STARBUCKS CORP COM 0.1%
Value ($000) $240 Shares 2,200 Est. Cost $68.83 Unrealized +36.6%
ZBRA ZEBRA TECHNOLOGIES CORPORATION CL A 0.1%
Value ($000) $235 Shares 485 Est. Cost $201.62 Unrealized +121.2%
PGX INVESCO PREFERRED ETF 0.1%
Value ($000) $232 Shares 15,448 Est. Cost $14.15 Unrealized
TECH BIO-TECHNE CORP COM 0.1%
Value ($000) $231 Shares 604 Est. Cost $48.91 Unrealized +82.8%
BWA BORGWARNER INC COM 0.1%
Value ($000) $227 Shares 4,894 Est. Cost $31.04 Unrealized +17.0%
XMVFX BLACKROCK MUNIVEST FD INC COM 0.1%
Value ($000) $226 Shares 24,304 Est. Cost $8.53 Unrealized
TTC TORO CO COM 0.1%
Value ($000) $222 Shares 2,148 Est. Cost $70.20 Unrealized +42.4%
XMUIX BLACKROCK MUNI INTER DR FD INC COM 0.1%
Value ($000) $222 Shares 14,783 Est. Cost $13.74 Unrealized
ISCG ISHARES MORNINGSTAR SMALL-CAP GROWTH ETF 0.1%
Value ($000) $218 Shares 725 Est. Cost $200.14 Unrealized
ETFMG ALTERNATIVE HARVEST ETF 0.1%
Value ($000) $217 Shares 9,476 Est. Cost $28.14 Unrealized
DBC INVESCO DB COMMODITY INDEX TRACKING FUND 0.1%
Value ($000) $213 Shares 12,817 Est. Cost $12.58 Unrealized
FCF FIRST COMWLTH FINL CORP PA COM 0.1%
Value ($000) $213 Shares 14,821 Est. Cost $10.53 Unrealized +6.5%
AMAT APPLIED MATLS INC COM 0.1%
Value ($000) $212 Shares 1,586 Est. Cost $39.35 Unrealized +168.6%
SPDR S&P 600 SMALL CAP ETF 0.1%
Value ($000) $207 Shares 2,200 Est. Cost $67.44 Unrealized
FEX FIRST TRUST LARGE CAP CORE ALPHADEX FUND 0.1%
Value ($000) $204 Shares 2,546 Est. Cost $61.59 Unrealized
V VISA INC COM CL A 0.1%
Value ($000) $203 Shares 959 Est. Cost $157.79 Unrealized +28.8%
MCHI ISHARES MSCI CHINA ETF 0.1%
Value ($000) $199 Shares 2,441 Est. Cost $78.96 Unrealized
UPS UNITED PARCEL SERVICE INC CL B 0.1%
Value ($000) $196 Shares 1,150 Est. Cost $84.76 Unrealized +55.7%
META FACEBOOK INC CL A 0.1%
Value ($000) $195 Shares 663 Est. Cost $192.10 Unrealized +39.2%
LEMB ISHARES J.P. MORGAN EM LOCAL CURRENCY BOND ETF 0.1%
Value ($000) $193 Shares 4,522 Est. Cost $45.76 Unrealized
SCZ ISHARES MSCI EAFE SMALL-CAP ETF 0.1%
Value ($000) $193 Shares 2,693 Est. Cost $49.57 Unrealized
CCI CROWN CASTLE INTL CORP NEW COM 0.1%
Value ($000) $190 Shares 1,107 Est. Cost $97.43 Unrealized +30.7%
FFIN FIRST FINL BANKSHARES COM 0.1%
Value ($000) $190 Shares 4,056 Est. Cost $26.58 Unrealized +48.9%
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF 0.1%
Value ($000) $189 Shares 573 Est. Cost $265.69 Unrealized
PNC PNC FINL SVCS GROUP INC COM 0.1%
Value ($000) $188 Shares 1,072 Est. Cost $94.67 Unrealized +46.3%
FOXF FOX FACTORY HLDG CORP COM 0.1%
Value ($000) $184 Shares 1,452 Est. Cost $74.17 Unrealized +74.0%
MDT MEDTRONIC PLC SHS 0.1%
Value ($000) $184 Shares 1,558 Est. Cost $77.94 Unrealized +30.5%
BBY BEST BUY INC COM 0.1%
Value ($000) $182 Shares 1,586 Est. Cost $53.82 Unrealized +68.3%
BLACKROCK CORPOR HI YLD FD INC COM 0.1%
Value ($000) $181 Shares 15,432 Est. Cost $10.28 Unrealized
CL COLGATE PALMOLIVE CO COM 0.1%
Value ($000) $181 Shares 2,300 Est. Cost $60.83 Unrealized +15.0%
POWI POWER INTEGRATIONS INC COM 0.1%
Value ($000) $180 Shares 2,212 Est. Cost $44.29 Unrealized +86.3%
VEU VANGUARD FTSE ALL-WORLD EX US INDEX FUND 0.1%
Value ($000) $180 Shares 2,961 Est. Cost $46.15 Unrealized
MBB ISHARES MBS ETF 0.0%
Value ($000) $178 Shares 1,645 Est. Cost $108.50 Unrealized
DAL DELTA AIR LINES INC DEL COM NEW 0.0%
Value ($000) $174 Shares 3,609 Est. Cost $48.02 Unrealized -10.4%
ROL ROLLINS INC COM 0.0%
Value ($000) $174 Shares 5,062 Est. Cost $27.96 Unrealized +20.5%
NUVEEN PENNSYLVANIA QLT MUN FD COM 0.0%
Value ($000) $174 Shares 12,108 Est. Cost $12.37 Unrealized
WPC WP CAREY INC COM 0.0%
Value ($000) $173 Shares 2,448 Est. Cost $69.72 Unrealized
CHD CHURCH & DWIGHT INC COM 0.0%
Value ($000) $173 Shares 1,985 Est. Cost $68.73 Unrealized +14.6%
XT ISHARES EXPONENTIAL TECHNOLOGIES ETF 0.0%
Value ($000) $171 Shares 2,892 Est. Cost $38.98 Unrealized
AMERICAN CAMPUS CMNTYS INC COM 0.0%
Value ($000) $170 Shares 3,949 Est. Cost $46.59 Unrealized
IWR ISHARES RUSSELL MID-CAP ETF 0.0%
Value ($000) $170 Shares 2,293 Est. Cost $62.14 Unrealized
AAL AMERICAN AIRLS GROUP INC COM 0.0%
Value ($000) $169 Shares 7,058 Est. Cost $28.68 Unrealized -32.8%
FICO FAIR ISAAC CORP COM 0.0%
Value ($000) $169 Shares 348 Est. Cost $290.07 Unrealized +63.9%
WIP SPDR FTSE INTERNATIONAL GOVERNMENT INFLATION-PROTECTED BOND ETF 0.0%
Value ($000) $168 Shares 3,034 Est. Cost $54.91 Unrealized
CSX CSX CORP COM 0.0%
Value ($000) $168 Shares 1,741 Est. Cost $23.47 Unrealized +21.7%
GENERAL ELECTRIC CO COM 0.0%
Value ($000) $167 Shares 12,684 Est. Cost $7.42 Unrealized
WES WESTERN MIDSTREAM PARTNERS LP COM UNIT LP INT 0.0%
Value ($000) $166 Shares 8,955 Est. Cost $10.09 Unrealized
GGG GRACO INC COM 0.0%
Value ($000) $166 Shares 2,322 Est. Cost $46.33 Unrealized +44.0%
KMB KIMBERLY-CLARK CORP COM 0.0%
Value ($000) $164 Shares 1,182 Est. Cost $110.48 Unrealized +0.3%
LQD ISHARES IBOXX 0.0%
Value ($000) $160 Shares 1,230 Est. Cost $131.23 Unrealized
LOW LOWES COS INC COM 0.0%
Value ($000) $159 Shares 836 Est. Cost $104.03 Unrealized +50.9%
TYL TYLER TECHNOLOGIES INC COM 0.0%
Value ($000) $158 Shares 373 Est. Cost $216.93 Unrealized +99.2%
VCR VANGUARD CONSUMER DISCRETIONARY INDEX FUND 0.0%
Value ($000) $158 Shares 535 Est. Cost $172.42 Unrealized
SMH VANECK VECTORS SEMICONDUCTOR ETF 0.0%
Value ($000) $158 Shares 651 Est. Cost $167.95 Unrealized
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $157 Shares 1,595 Est. Cost $77.03 Unrealized
IYT ISHARES TRANSPORTATION AVERAGE ETF 0.0%
Value ($000) $155 Shares 603 Est. Cost $189.87 Unrealized
O REALTY INCOME CORP COM 0.0%
Value ($000) $154 Shares 2,427 Est. Cost $40.32 Unrealized +14.7%
EXPO EXPONENT INC COM 0.0%
Value ($000) $154 Shares 1,576 Est. Cost $52.92 Unrealized +67.6%
TFC TRUIST FINL CORP COM 0.0%
Value ($000) $153 Shares 2,618 Est. Cost $40.89 Unrealized +6.6%
VPU VANGUARD UTILITIES INDEX FUND 0.0%
Value ($000) $152 Shares 1,080 Est. Cost $128.97 Unrealized
FMC FMC CORP COM NEW 0.0%
Value ($000) $151 Shares 1,366 Est. Cost $77.89 Unrealized +21.7%
NDSN NORDSON CORP COM 0.0%
Value ($000) $151 Shares 760 Est. Cost $128.10 Unrealized +43.9%
MKTX MARKETAXESS HLDGS INC COM 0.0%
Value ($000) $149 Shares 300 Est. Cost $270.14 Unrealized +86.2%
XLRE REAL ESTATE SELECT SECTOR SPDR FUND 0.0%
Value ($000) $148 Shares 3,747 Est. Cost $35.62 Unrealized
ASPEN TECHNOLOGY INC COM 0.0%
Value ($000) $148 Shares 1,024 Est. Cost $125.98 Unrealized
PPL PPL CORP COM 0.0%
Value ($000) $146 Shares 5,048 Est. Cost $22.83 Unrealized +1.6%
AI C3 AI INC CL A 0.0%
Value ($000) $146 Shares 2,215 Est. Cost $116.30 Unrealized 0.0%
NXST NEXSTAR MEDIA GROUP INC CL A 0.0%
Value ($000) $145 Shares 1,034 Est. Cost $87.92 Unrealized +27.0%
TD TORONTO DOMINION BK ONT COM NEW 0.0%
Value ($000) $144 Shares 2,211 Est. Cost $54.84 Unrealized +11.3%
JKHY HENRY JACK & ASSOC INC COM 0.0%
Value ($000) $144 Shares 946 Est. Cost $127.79 Unrealized +12.3%
VDC VANGUARD CONSUMER STAPLES INDEX FUND 0.0%
Value ($000) $142 Shares 799 Est. Cost $144.89 Unrealized
VHT VANGUARD HEALTH CARE INDEX FUND 0.0%
Value ($000) $142 Shares 620 Est. Cost $163.01 Unrealized
MAIN MAIN STR CAP CORP COM 0.0%
Value ($000) $141 Shares 3,596 Est. Cost $36.23 Unrealized -3.1%
INTC INTEL CORP COM 0.0%
Value ($000) $140 Shares 2,189 Est. Cost $41.26 Unrealized +31.1%
ETN EATON CORP PLC SHS 0.0%
Value ($000) $138 Shares 999 Est. Cost $74.19 Unrealized +60.3%
SMIN ISHARES MSCI INDIA SMALL CAP INDEX FUND 0.0%
Value ($000) $138 Shares 2,813 Est. Cost $37.96 Unrealized
VFH VANGUARD FINANCIALS INDEX FUND 0.0%
Value ($000) $136 Shares 1,612 Est. Cost $52.42 Unrealized
PRU PRUDENTIAL FINL INC COM 0.0%
Value ($000) $134 Shares 1,475 Est. Cost $70.35 Unrealized -3.6%
AFL AFLAC INC COM 0.0%
Value ($000) $133 Shares 2,600 Est. Cost $44.08 Unrealized -2.7%
EEM ISHARES MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $133 Shares 2,489 Est. Cost $36.50 Unrealized
A AGILENT TECHNOLOGIES INC COM 0.0%
Value ($000) $130 Shares 1,024 Est. Cost $78.89 Unrealized +51.7%
UPRO PROSHARES ULTRAPRO S&P 500 0.0%
Value ($000) $129 Shares 1,431 Est. Cost $37.00 Unrealized
LAD LITHIA MTRS INC CL A 0.0%
Value ($000) $127 Shares 325 Est. Cost $110.60 Unrealized +224.9%
ROG ROGERS CORP COM 0.0%
Value ($000) $124 Shares 657 Est. Cost $162.90 Unrealized +9.6%
SPIRIT RLTY CAP INC NEW COM NEW 0.0%
Value ($000) $123 Shares 2,888 Est. Cost $42.24 Unrealized
APD AIR PRODS & CHEMS INC COM 0.0%
Value ($000) $123 Shares 436 Est. Cost $177.78 Unrealized +35.1%
IYK ISHARES U.S. CONSUMER GOODS ETF 0.0%
Value ($000) $122 Shares 690 Est. Cost $121.70 Unrealized
ROYAL DUTCH SHELL PLC SPONS ADR A 0.0%
Value ($000) $122 Shares 3,122 Est. Cost $32.27 Unrealized
PAWZ PROSHARES PET CARE ETF 0.0%
Value ($000) $119 Shares 1,650 Est. Cost $72.12 Unrealized
JPM JPMORGAN CHASE & CO COM 0.0%
Value ($000) $118 Shares 777 Est. Cost $98.08 Unrealized +29.7%
IUSG ISHARES CORE S&P U.S. GROWTH ETF 0.0%
Value ($000) $118 Shares 1,300 Est. Cost $62.48 Unrealized
BFAM BRIGHT HORIZONS FAM SOL IN DEL COM 0.0%
Value ($000) $117 Shares 682 Est. Cost $134.11 Unrealized +22.9%
FDS FACTSET RESH SYS INC COM 0.0%
Value ($000) $116 Shares 375 Est. Cost $259.58 Unrealized +16.4%
MGA MAGNA INTL INC COM 0.0%
Value ($000) $116 Shares 1,321 Est. Cost $47.06 Unrealized +47.2%
TSCO TRACTOR SUPPLY CO COM 0.0%
Value ($000) $113 Shares 639 Est. Cost $18.63 Unrealized +58.1%
VTI VANGUARD TOTAL STOCK MARKET INDEX FUND 0.0%
Value ($000) $112 Shares 540 Est. Cost $156.02 Unrealized
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.0%
Value ($000) $112 Shares 792 Est. Cost $107.98 Unrealized
SPFF GLOBAL X SUPERINCOME PREFERRED ETF 0.0%
Value ($000) $111 Shares 9,336 Est. Cost $11.51 Unrealized
LLY LILLY ELI & CO COM 0.0%
Value ($000) $108 Shares 578 Est. Cost $107.91 Unrealized +72.4%
NVO NOVO-NORDISK A S ADR 0.0%
Value ($000) $108 Shares 1,609 Est. Cost $52.36 Unrealized
CMI CUMMINS INC COM 0.0%
Value ($000) $106 Shares 409 Est. Cost $141.77 Unrealized +56.5%
IWL ISHARES RUSSELL TOP 200 ETF 0.0%
Value ($000) $105 Shares 1,113 Est. Cost $68.11 Unrealized
HTEC ROBO GLOBAL HEALTHCARE TECHNOLOGY AND INNOVATION ETF 0.0%
Value ($000) $105 Shares 2,385 Est. Cost $44.03 Unrealized
VYM VANGUARD HIGH DIVIDEND YIELD ETF 0.0%
Value ($000) $104 Shares 1,029 Est. Cost $87.19 Unrealized
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $103 Shares 2,729 Est. Cost $35.70 Unrealized
WY WEYERHAEUSER CO MTN BE COM NEW 0.0%
Value ($000) $103 Shares 2,884 Est. Cost $20.08 Unrealized +38.8%
ATR APTARGROUP INC COM 0.0%
Value ($000) $103 Shares 729 Est. Cost $104.73 Unrealized +23.5%
STM STMICROELECTRONICS N V NY REGISTRY 0.0%
Value ($000) $103 Shares 2,684 Est. Cost $26.70 Unrealized
ISHARES IBONDS MAR 0.0%
Value ($000) $102 Shares 3,754 Est. Cost $26.55 Unrealized
BOH BANK HAWAII CORP COM 0.0%
Value ($000) $101 Shares 1,130 Est. Cost $61.23 Unrealized +15.2%
EZM WISDOMTREE U.S. MIDCAP FUND 0.0%
Value ($000) $101 Shares 1,990 Est. Cost $39.71 Unrealized
CHE CHEMED CORP NEW COM 0.0%
Value ($000) $101 Shares 219 Est. Cost $327.09 Unrealized +47.4%
HAE HAEMONETICS CORP MASS COM 0.0%
Value ($000) $101 Shares 912 Est. Cost $98.39 Unrealized +25.8%
ET ENERGY TRANSFER LP COM UT LTD PTN 0.0%
Value ($000) $100 Shares 12,987 Est. Cost $10.26 Unrealized
AAON AAON INC COM PAR 0.0%
Value ($000) $100 Shares 1,423 Est. Cost $30.60 Unrealized +56.4%
CFR CULLEN FROST BANKERS INC COM 0.0%
Value ($000) $100 Shares 920 Est. Cost $79.79 Unrealized +11.9%
WMT WALMART INC COM 0.0%
Value ($000) $99 Shares 728 Est. Cost $35.11 Unrealized +23.3%
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $97 Shares 1,665 Est. Cost $44.59 Unrealized +11.7%
RBC RBC BEARINGS INC COM 0.0%
Value ($000) $97 Shares 491 Est. Cost $141.53 Unrealized +32.9%
F FORD MTR CO DEL COM 0.0%
Value ($000) $97 Shares 7,882 Est. Cost $6.53 Unrealized +33.0%
MCD MCDONALDS CORP COM 0.0%
Value ($000) $96 Shares 430 Est. Cost $172.46 Unrealized +10.9%
NOC NORTHROP GRUMMAN CORP COM 0.0%
Value ($000) $94 Shares 290 Est. Cost $267.26 Unrealized +4.1%
MAXIM INTEGRATED PRODS INC COM 0.0%
Value ($000) $94 Shares 1,030 Est. Cost $60.00 Unrealized
VIS VANGUARD INDUSTRIALS INDEX FUND 0.0%
Value ($000) $92 Shares 484 Est. Cost $111.04 Unrealized
CDK GLOBAL INC COM 0.0%
Value ($000) $91 Shares 1,690 Est. Cost $49.11 Unrealized
ADI ANALOG DEVICES INC COM 0.0%
Value ($000) $91 Shares 589 Est. Cost $99.37 Unrealized +42.0%
LFUS LITTELFUSE INC COM 0.0%
Value ($000) $89 Shares 336 Est. Cost $181.41 Unrealized +46.8%
QEMM SPDR MSCI EMERGING MARKETS STRATEGICFACTORS ETF 0.0%
Value ($000) $87 Shares 1,273 Est. Cost $59.80 Unrealized
SIRIUS XM HOLDINGS INC COM 0.0%
Value ($000) $87 Shares 14,256 Est. Cost $5.65 Unrealized
FINX GLOBAL X FINTECH THEMATIC ETF 0.0%
Value ($000) $87 Shares 1,969 Est. Cost $44.18 Unrealized
WMB WILLIAMS COS INC COM 0.0%
Value ($000) $87 Shares 3,664 Est. Cost $18.63 Unrealized -4.3%
SXT SENSIENT TECHNOLOGIES CORP COM 0.0%
Value ($000) $87 Shares 1,112 Est. Cost $70.61 Unrealized +8.8%
VOX VANGUARD COMMUNICATION SERVICES ETF 0.0%
Value ($000) $87 Shares 671 Est. Cost $72.18 Unrealized
ROP ROPER TECHNOLOGIES INC COM 0.0%
Value ($000) $87 Shares 215 Est. Cost $341.35 Unrealized +14.2%
ICLR ICON PLC SHS 0.0%
Value ($000) $86 Shares 438 Est. Cost $140.24 Unrealized +40.8%
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $86 Shares 3,542 Est. Cost $22.14 Unrealized
FDLO FIDELITY LOW VOLATILITY FACTOR ETF 0.0%
Value ($000) $86 Shares 1,972 Est. Cost $35.13 Unrealized
RFG INVESCO S&P MIDCAP 400 PURE GROWTH ETF 0.0%
Value ($000) $85 Shares 386 Est. Cost $146.21 Unrealized
AVGO BROADCOM INC COM 0.0%
Value ($000) $85 Shares 183 Est. Cost $24.44 Unrealized +70.4%
DGRW WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND 0.0%
Value ($000) $84 Shares 1,465 Est. Cost $43.91 Unrealized
IDU ISHARES U.S. UTILITIES ETF 0.0%
Value ($000) $84 Shares 1,051 Est. Cost $99.56 Unrealized
FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND 0.0%
Value ($000) $82 Shares 2,148 Est. Cost $32.38 Unrealized
PNQI INVESCO NASDAQ INTERNET ETF 0.0%
Value ($000) $82 Shares 356 Est. Cost $227.53 Unrealized
ANGL VANECK VECTORS FALLEN ANGEL HIGH YIELD BOND ETF 0.0%
Value ($000) $81 Shares 2,548 Est. Cost $32.08 Unrealized
VMBS VANGUARD MORTGAGE-BACKED SECURITIES ETF 0.0%
Value ($000) $81 Shares 1,519 Est. Cost $52.59 Unrealized
FEDERAL RLTY INVT TR SH BEN INT NEW 0.0%
Value ($000) $81 Shares 795 Est. Cost $86.26 Unrealized
REET ISHARES GLOBAL REIT ETF 0.0%
Value ($000) $81 Shares 3,182 Est. Cost $17.85 Unrealized
NUVEEN MUN HIGH INCOME OPPORTU COM 0.0%
Value ($000) $80 Shares 5,568 Est. Cost $13.92 Unrealized
IXC ISHARES GLOBAL ENERGY ETF 0.0%
Value ($000) $80 Shares 3,260 Est. Cost $25.26 Unrealized
DUK DUKE ENERGY CORP NEW COM NEW 0.0%
Value ($000) $80 Shares 833 Est. Cost $67.76 Unrealized +11.4%
WALGREENS BOOTS ALLIANCE INC COM 0.0%
Value ($000) $79 Shares 1,437 Est. Cost $54.07 Unrealized
MTB M & T BK CORP COM 0.0%
Value ($000) $79 Shares 518 Est. Cost $132.98 Unrealized -5.1%
WSO WATSCO INC COM 0.0%
Value ($000) $78 Shares 298 Est. Cost $157.07 Unrealized +57.0%
VTR VENTAS INC COM 0.0%
Value ($000) $78 Shares 1,470 Est. Cost $45.12 Unrealized -4.2%
JCI JOHNSON CTLS INTL PLC SHS 0.0%
Value ($000) $76 Shares 1,275 Est. Cost $33.61 Unrealized +48.7%
NVS NOVARTIS AG SPONSORED ADR 0.0%
Value ($000) $76 Shares 885 Est. Cost $89.40 Unrealized
WM WASTE MGMT INC DEL COM 0.0%
Value ($000) $75 Shares 584 Est. Cost $97.23 Unrealized +11.2%
CBU COMMUNITY BK SYS INC COM 0.0%
Value ($000) $75 Shares 979 Est. Cost $52.49 Unrealized +17.5%
PFF ISHARES PREFERRED AND INCOME SECURITIES ETF 0.0%
Value ($000) $75 Shares 1,956 Est. Cost $36.67 Unrealized
ISRG INTUITIVE SURGICAL INC COM NEW 0.0%
Value ($000) $74 Shares 100 Est. Cost $176.07 Unrealized +42.9%
BND VANGUARD TOTAL BOND MARKET INDEX FUND 0.0%
Value ($000) $73 Shares 863 Est. Cost $87.11 Unrealized
STZ CONSTELLATION BRANDS INC CL A 0.0%
Value ($000) $72 Shares 314 Est. Cost $175.18 Unrealized +18.7%
IOO ISHARES GLOBAL 100 ETF 0.0%
Value ($000) $72 Shares 1,092 Est. Cost $48.79 Unrealized
LMT LOCKHEED MARTIN CORP COM 0.0%
Value ($000) $72 Shares 195 Est. Cost $302.81 Unrealized -0.9%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.0%
Value ($000) $72 Shares 260 Est. Cost $236.85 Unrealized +1.9%
EATON VANCE TAX-MANAGED GLOBAL COM 0.0%
Value ($000) $71 Shares 6,903 Est. Cost $8.61 Unrealized
PWB INVESCO DYNAMIC LARGE CAP GROWTH ETF 0.0%
Value ($000) $70 Shares 1,023 Est. Cost $61.58 Unrealized
ATMP IPATH SELECT MLP ETN 0.0%
Value ($000) $70 Shares 5,126 Est. Cost $11.82 Unrealized
VTEB VANGUARD TAX-EXEMPT BOND ETF 0.0%
Value ($000) $70 Shares 1,276 Est. Cost $54.05 Unrealized
BCPC BALCHEM CORP COM 0.0%
Value ($000) $67 Shares 531 Est. Cost $93.67 Unrealized +26.3%
FMB FIRST TRUST MANAGED MUNICIPAL ETF 0.0%
Value ($000) $66 Shares 1,165 Est. Cost $54.97 Unrealized
MSOS ADVISORSHARES PURE US CANNABIS ETF 0.0%
Value ($000) $66 Shares 1,550 Est. Cost $40.14 Unrealized
RPV INVESCO S&P 500 PURE VALUE ETF 0.0%
Value ($000) $64 Shares 871 Est. Cost $64.57 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.0%
Value ($000) $63 Shares 1,201 Est. Cost $49.04 Unrealized
GOVT ISHARES U.S. TREASURY BOND ETF 0.0%
Value ($000) $63 Shares 2,391 Est. Cost $25.33 Unrealized
GS GOLDMAN SACHS GROUP INC COM 0.0%
Value ($000) $63 Shares 192 Est. Cost $169.10 Unrealized +63.7%
NEOG NEOGEN CORP COM 0.0%
Value ($000) $62 Shares 700 Est. Cost $29.46 Unrealized +42.3%
BBH VANECK VECTORS BIOTECH ETF 0.0%
Value ($000) $62 Shares 351 Est. Cost $128.13 Unrealized
DG DOLLAR GEN CORP NEW COM 0.0%
Value ($000) $62 Shares 304 Est. Cost $120.28 Unrealized +53.4%
C CITIGROUP INC COM NEW 0.0%
Value ($000) $62 Shares 854 Est. Cost $53.30 Unrealized +5.4%
ICE INTERCONTINENTAL EXCHANGE INC COM 0.0%
Value ($000) $61 Shares 543 Est. Cost $91.98 Unrealized +15.7%
BIV VANGUARD INTERMEDIATE-TERM BOND INDEX FUND 0.0%
Value ($000) $61 Shares 690 Est. Cost $88.41 Unrealized
UNILEVER PLC SPON ADR NEW 0.0%
Value ($000) $60 Shares 1,074 Est. Cost $57.20 Unrealized
CVBF CVB FINL CORP COM 0.0%
Value ($000) $60 Shares 2,697 Est. Cost $16.36 Unrealized +8.9%
MAS MASCO CORP COM 0.0%
Value ($000) $60 Shares 994 Est. Cost $34.59 Unrealized +47.8%
IWP ISHARES RUSSELL MID-CAP GROWTH ETF 0.0%
Value ($000) $59 Shares 579 Est. Cost $123.83 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.0%
Value ($000) $59 Shares 1,207 Est. Cost $41.84 Unrealized
CYH COMMUNITY HEALTH SYS INC NEW COM 0.0%
Value ($000) $59 Shares 4,400 Est. Cost $3.16 Unrealized +211.2%
EW EDWARDS LIFESCIENCES CORP COM 0.0%
Value ($000) $59 Shares 708 Est. Cost $67.53 Unrealized +25.2%
MZTI LANCASTER COLONY CORP COM 0.0%
Value ($000) $59 Shares 337 Est. Cost $149.84 Unrealized +19.6%
NUVEEN MUNICIPAL CREDIT INC FD COM SH BEN INT 0.0%
Value ($000) $58 Shares 3,588 Est. Cost $15.67 Unrealized
DE DEERE & CO COM 0.0%
Value ($000) $58 Shares 154 Est. Cost $142.20 Unrealized +116.2%
MOO VANECK VECTORS AGRIBUSINESS ETF 0.0%
Value ($000) $58 Shares 664 Est. Cost $67.12 Unrealized
SPYM SPDR PORTFOLIO S&P 500 ETF 0.0%
Value ($000) $57 Shares 1,220 Est. Cost $35.68 Unrealized
EFX EQUIFAX INC COM 0.0%
Value ($000) $56 Shares 311 Est. Cost $119.81 Unrealized +42.4%
UNF UNIFIRST CORP MASS COM 0.0%
Value ($000) $54 Shares 241 Est. Cost $155.25 Unrealized +43.5%
TGT TARGET CORP COM 0.0%
Value ($000) $54 Shares 274 Est. Cost $121.50 Unrealized +34.3%
SMG SCOTTS MIRACLE-GRO CO CL A 0.0%
Value ($000) $53 Shares 215 Est. Cost $71.55 Unrealized +163.7%
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $52 Shares 1,332 Est. Cost $38.88 Unrealized -18.7%
CRM SALESFORCE COM INC COM 0.0%
Value ($000) $52 Shares 247 Est. Cost $153.94 Unrealized +42.9%
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $52 Shares 976 Est. Cost $43.09 Unrealized -3.9%
DES WISDOMTREE U.S. SMALLCAP DIVIDEND FUND 0.0%
Value ($000) $51 Shares 1,650 Est. Cost $30.91 Unrealized
ISTB ISHARES CORE 1-5 YEAR USD BOND ETF 0.0%
Value ($000) $51 Shares 996 Est. Cost $49.67 Unrealized
OSHARES U.S. QUALITY DIVIDEND ETF 0.0%
Value ($000) $50 Shares 1,254 Est. Cost $33.78 Unrealized
NUVEEN AMT FREE MUN CR INC FD COM 0.0%
Value ($000) $50 Shares 2,974 Est. Cost $15.81 Unrealized
MRSH MARSH & MCLENNAN COS INC COM 0.0%
Value ($000) $49 Shares 406 Est. Cost $87.09 Unrealized +22.9%
ASML ASML HOLDING N V N Y REGISTRY SHS 0.0%
Value ($000) $49 Shares 79 Est. Cost $246.60 Unrealized
BBT BERKSHIRE HILLS BANCORP INC COM 0.0%
Value ($000) $49 Shares 2,175 Est. Cost $23.70 Unrealized -25.1%
MET METLIFE INC COM 0.0%
Value ($000) $49 Shares 805 Est. Cost $37.88 Unrealized +25.7%
WU WESTERN UN CO COM 0.0%
Value ($000) $49 Shares 2,000 Est. Cost $19.50 Unrealized
BIP BROOKFIELD INFRAST PARTNERS LP LP INT UNIT 0.0%
Value ($000) $49 Shares 923 Est. Cost $42.96 Unrealized
BNY MELLON STRATEGIC MUNS INC COM 0.0%
Value ($000) $48 Shares 5,583 Est. Cost $8.04 Unrealized
REZ ISHARES RESIDENTIAL AND MULTISECTOR REAL ESTATE ETF 0.0%
Value ($000) $48 Shares 645 Est. Cost $66.07 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED COM 0.0%
Value ($000) $48 Shares 100 Est. Cost $311.53 Unrealized +50.0%
SO SOUTHERN CO COM 0.0%
Value ($000) $48 Shares 768 Est. Cost $41.35 Unrealized +20.5%
ESGD ISHARES MSCI EAFE ESG SELECT ETF 0.0%
Value ($000) $47 Shares 614 Est. Cost $61.49 Unrealized
CAG CONAGRA BRANDS INC COM 0.0%
Value ($000) $47 Shares 1,262 Est. Cost $22.64 Unrealized +25.4%
FIDU FIDELITY MSCI INDUSTRIALS INDEX ETF 0.0%
Value ($000) $47 Shares 909 Est. Cost $36.48 Unrealized
BLACKROCK INC COM 0.0%
Value ($000) $46 Shares 60 Est. Cost $464.39 Unrealized
SUSB ISHARES ESG AWARE 0.0%
Value ($000) $45 Shares 1,747 Est. Cost $25.36 Unrealized
TWITTER INC COM 0.0%
Value ($000) $45 Shares 710 Est. Cost $41.28 Unrealized
IHI ISHARES U.S. MEDICAL DEVICES ETF 0.0%
Value ($000) $45 Shares 138 Est. Cost $242.65 Unrealized
HLNE HAMILTON LANE INC CL A 0.0%
Value ($000) $45 Shares 512 Est. Cost $53.86 Unrealized +56.9%
BDX BECTON DICKINSON & CO COM 0.0%
Value ($000) $44 Shares 182 Est. Cost $210.80 Unrealized +7.0%
RACE FERRARI N V COM 0.0%
Value ($000) $43 Shares 206 Est. Cost $143.93 Unrealized +42.3%
CLEARBRIDGE MLP AND MIDSTRM FD COM 0.0%
Value ($000) $43 Shares 1,860 Est. Cost $11.47 Unrealized
GBX GREENBRIER COS INC COM 0.0%
Value ($000) $43 Shares 910 Est. Cost $18.31 Unrealized +103.2%
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $42 Shares 249 Est. Cost $134.58 Unrealized
TDIV FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND 0.0%
Value ($000) $42 Shares 777 Est. Cost $38.67 Unrealized
IBDU ISHARES IBONDS 0.0%
Value ($000) $42 Shares 1,616 Est. Cost $23.74 Unrealized
HUM HUMANA INC COM 0.0%
Value ($000) $42 Shares 99 Est. Cost $354.81 Unrealized +7.5%
RPG INVESCO S&P 500 PURE GROWTH ETF 0.0%
Value ($000) $42 Shares 256 Est. Cost $119.60 Unrealized
MWA MUELLER WTR PRODS INC COM SER A 0.0%
Value ($000) $41 Shares 2,964 Est. Cost $8.17 Unrealized +47.1%
UHS UNIVERSAL HLTH SVCS INC CL B 0.0%
Value ($000) $41 Shares 304 Est. Cost $121.98 Unrealized +5.9%
NEU NEWMARKET CORP COM 0.0%
Value ($000) $41 Shares 108 Est. Cost $360.19 Unrealized -0.1%
BLACKROCK UTILITIES INFRSTRCTR COM 0.0%
Value ($000) $41 Shares 1,638 Est. Cost $21.87 Unrealized
IEV ISHARES EUROPE ETF 0.0%
Value ($000) $40 Shares 800 Est. Cost $40.58 Unrealized
NFLX NETFLIX INC COM 0.0%
Value ($000) $39 Shares 75 Est. Cost $36.08 Unrealized +47.0%
SKYY FIRST TR EXCHANGE TRADED FD II CLOUD COMPUTING 0.0%
Value ($000) $39 Shares 407 Est. Cost $56.34 Unrealized
ICLN ISHARES S&P GLOBAL CLEAN ENERGY INDEX FUND 0.0%
Value ($000) $39 Shares 1,625 Est. Cost $24.00 Unrealized
JETS U.S. GLOBAL JETS ETF 0.0%
Value ($000) $38 Shares 1,418 Est. Cost $26.80 Unrealized
BA BOEING CO COM 0.0%
Value ($000) $38 Shares 148 Est. Cost $335.13 Unrealized -33.7%
UBER UBER TECHNOLOGIES INC COM 0.0%
Value ($000) $38 Shares 700 Est. Cost $32.91 Unrealized +69.6%
INVESCO MUN OPPORTUNITY TR COM 0.0%
Value ($000) $38 Shares 2,872 Est. Cost $12.14 Unrealized
BAX BAXTER INTL INC COM 0.0%
Value ($000) $38 Shares 450 Est. Cost $68.49 Unrealized +4.3%
DEFIANCE NASDAQ JUNIOR BIOTECHNOLOGY ETF 0.0%
Value ($000) $37 Shares 1,102 Est. Cost $25.41 Unrealized
LEN LENNAR CORP CL A 0.0%
Value ($000) $37 Shares 362 Est. Cost $45.88 Unrealized +70.9%
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.0%
Value ($000) $37 Shares 312 Est. Cost $52.03 Unrealized
VOYA INTL HIGH DIV EQTY INM FD COM 0.0%
Value ($000) $37 Shares 6,674 Est. Cost $5.56 Unrealized
BLACKROCK MUNI INCOME TR II COM 0.0%
Value ($000) $36 Shares 2,387 Est. Cost $14.54 Unrealized
LULU LULULEMON ATHLETICA INC COM 0.0%
Value ($000) $36 Shares 117 Est. Cost $283.11 Unrealized +16.0%
ACWI ISHARES MSCI ACWI INDEX FUND 0.0%
Value ($000) $36 Shares 376 Est. Cost $73.73 Unrealized
VOYA GLBL EQTY DIV & PREM OPP COM 0.0%
Value ($000) $36 Shares 6,350 Est. Cost $6.15 Unrealized
IP INTERNATIONAL PAPER CO COM 0.0%
Value ($000) $36 Shares 674 Est. Cost $30.97 Unrealized +27.3%
IBM INTERNATIONAL BUSINESS MACHS COM 0.0%
Value ($000) $36 Shares 267 Est. Cost $99.74 Unrealized -1.7%
PDSB PDS BIOTECHNOLOGY CORP COM 0.0%
Value ($000) $35 Shares 7,750 Est. Cost $2.74 Unrealized +47.0%
HAL HALLIBURTON CO COM 0.0%
Value ($000) $34 Shares 1,571 Est. Cost $20.92 Unrealized -8.5%
CURE DIREXION DAILY HEALTHCARE BULL 3X SHARES 0.0%
Value ($000) $34 Shares 401 Est. Cost $56.02 Unrealized
QAI IQ HEDGE MULTI-STRATEGY TRACKER ETF 0.0%
Value ($000) $34 Shares 1,069 Est. Cost $30.03 Unrealized
NWE NORTHWESTERN CORP COM NEW 0.0%
Value ($000) $34 Shares 514 Est. Cost $52.68 Unrealized -10.4%
AZN ASTRAZENECA PLC SPONSORED ADR 0.0%
Value ($000) $33 Shares 673 Est. Cost $45.95 Unrealized
NVDA NVIDIA CORPORATION COM 0.0%
Value ($000) $32 Shares 60 Est. Cost $4.12 Unrealized +225.7%
STNE STONECO LTD COM CL A 0.0%
Value ($000) $32 Shares 520 Est. Cost $76.12 Unrealized
SAP SAP SE SPON ADR 0.0%
Value ($000) $32 Shares 264 Est. Cost $127.87 Unrealized
TDG TRANSDIGM GROUP INC COM 0.0%
Value ($000) $31 Shares 53 Est. Cost $489.77 Unrealized 0.0%
VSGX VANGUARD ESG INTERNATIONAL STOCK ETF 0.0%
Value ($000) $31 Shares 504 Est. Cost $46.15 Unrealized
ORCL ORACLE CORP COM 0.0%
Value ($000) $30 Shares 422 Est. Cost $50.72 Unrealized +19.5%
TRN TRINITY INDS INC COM 0.0%
Value ($000) $30 Shares 1,047 Est. Cost $18.05 Unrealized +34.4%
ESGU ISHARES ESG AWARE MSCI USA ETF 0.0%
Value ($000) $30 Shares 333 Est. Cost $86.98 Unrealized
AMER SOFTWARE INC CL A 0.0%
Value ($000) $30 Shares 1,434 Est. Cost $12.92 Unrealized
CE CELANESE CORP DEL COM 0.0%
Value ($000) $30 Shares 203 Est. Cost $90.84 Unrealized +39.0%
IGV ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF 0.0%
Value ($000) $29 Shares 84 Est. Cost $309.52 Unrealized
BLACKROCK ENERGY & RES TR COM 0.0%
Value ($000) $29 Shares 3,320 Est. Cost $11.53 Unrealized
SLQD ISHARES 0.0%
Value ($000) $29 Shares 564 Est. Cost $49.42 Unrealized
VDE VANGUARD ENERGY INDEX FUND 0.0%
Value ($000) $28 Shares 413 Est. Cost $44.33 Unrealized
DHR DANAHER CORPORATION COM 0.0%
Value ($000) $28 Shares 126 Est. Cost $165.75 Unrealized +19.9%
GSLC GOLDMAN SACHS ACTIVEBETA U.S. LARGE CAP EQUITY ETF 0.0%
Value ($000) $28 Shares 358 Est. Cost $48.34 Unrealized
VB VANGUARD SMALL-CAP INDEX FUND 0.0%
Value ($000) $28 Shares 130 Est. Cost $156.03 Unrealized
SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF 0.0%
Value ($000) $28 Shares 257 Est. Cost $108.95 Unrealized
DOCU DOCUSIGN INC COM 0.0%
Value ($000) $28 Shares 140 Est. Cost $223.40 Unrealized +3.8%
WELL WELLTOWER INC COM 0.0%
Value ($000) $28 Shares 389 Est. Cost $63.47 Unrealized -7.0%
XMVTX BLACKROCK MUNIVEST FD II INC COM 0.0%
Value ($000) $27 Shares 1,803 Est. Cost $14.95 Unrealized
TNA DIREXION DAILY SMALL CAP BULL 3X SHARES 0.0%
Value ($000) $27 Shares 300 Est. Cost $44.10 Unrealized
VLUE ISHARES MSCI USA VALUE FACTOR ETF 0.0%
Value ($000) $27 Shares 259 Est. Cost $87.60 Unrealized
IWS ISHARES RUSSELL MID-CAP VALUE ETF 0.0%
Value ($000) $26 Shares 234 Est. Cost $87.38 Unrealized
SMLV SPDR SSGA US SMALL CAP LOW VOLATILITY INDEX ETF 0.0%
Value ($000) $26 Shares 236 Est. Cost $92.79 Unrealized
PSX PHILLIPS 66 COM 0.0%
Value ($000) $26 Shares 319 Est. Cost $68.41 Unrealized -5.1%
INDA ISHARES MSCI INDIA INDEX FUND 0.0%
Value ($000) $26 Shares 607 Est. Cost $36.27 Unrealized
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value ($000) $26 Shares 307 Est. Cost $68.26 Unrealized -1.1%
ESG FLEXSHARES STOXX US ESG IMPACT INDEX FUND 0.0%
Value ($000) $26 Shares 265 Est. Cost $56.60 Unrealized
KWR QUAKER CHEM CORP COM 0.0%
Value ($000) $25 Shares 104 Est. Cost $203.31 Unrealized +31.3%
GLAXOSMITHKLINE PLC SPONSORED ADR 0.0%
Value ($000) $25 Shares 713 Est. Cost $38.86 Unrealized
M D C HLDGS INC COM 0.0%
Value ($000) $25 Shares 424 Est. Cost $34.65 Unrealized
EMB ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETF 0.0%
Value ($000) $25 Shares 230 Est. Cost $113.50 Unrealized
DON WISDOMTREE U.S. MIDCAP DIVIDEND FUND 0.0%
Value ($000) $25 Shares 627 Est. Cost $36.29 Unrealized
NUVEEN AMT FREE QLTY MUN INCME COM 0.0%
Value ($000) $25 Shares 1,661 Est. Cost $13.71 Unrealized
KEMQ KRANESHARES EMERGING MARKETS CONSUMER TECHNOLOGY INDEX ETF 0.0%
Value ($000) $25 Shares 786 Est. Cost $30.05 Unrealized
SYF SYNCHRONY FINANCIAL COM 0.0%
Value ($000) $24 Shares 594 Est. Cost $22.62 Unrealized +52.6%
IYJ ISHARES U.S. INDUSTRIALS ETF 0.0%
Value ($000) $24 Shares 231 Est. Cost $122.81 Unrealized
ICSH BLACKROCK ULTRA SHORT-TERM BOND ETF 0.0%
Value ($000) $24 Shares 475 Est. Cost $50.52 Unrealized
TOL TOLL BROTHERS INC COM 0.0%
Value ($000) $24 Shares 418 Est. Cost $37.33 Unrealized +40.2%
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $24 Shares 376 Est. Cost $51.10 Unrealized +4.4%
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $23 Shares 299 Est. Cost $51.51 Unrealized +67.2%
BLACKROCK ENHANCED EQUITY DIVI COM 0.0%
Value ($000) $23 Shares 2,449 Est. Cost $8.51 Unrealized
PKB INVESCO DYNAMIC BUILDING & CONSTRUCTION ETF 0.0%
Value ($000) $23 Shares 464 Est. Cost $30.37 Unrealized
VAW VANGUARD MATERIALS INDEX FUND 0.0%
Value ($000) $23 Shares 131 Est. Cost $85.94 Unrealized
FQAL FIDELITY QUALITY FACTOR ETF 0.0%
Value ($000) $23 Shares 518 Est. Cost $34.95 Unrealized
FDM FIRST TRUST DOW JONES SELECT MICROCAP INDEX FUND 0.0%
Value ($000) $23 Shares 389 Est. Cost $43.48 Unrealized
SLV ISHARES SILVER TRUST 0.0%
Value ($000) $23 Shares 1,000 Est. Cost $14.00 Unrealized
SCHB SCHWAB U.S. BROAD MARKET ETF 0.0%
Value ($000) $22 Shares 227 Est. Cost $70.39 Unrealized
IONS IONIS PHARMACEUTICALS INC COM 0.0%
Value ($000) $22 Shares 500 Est. Cost $70.69 Unrealized -21.1%
SONY SONY GROUP CORPORATION SPONSORED ADR 0.0%
Value ($000) $21 Shares 198 Est. Cost $85.55 Unrealized
DSI ISHARES MSCI KLD 400 SOCIAL ETF 0.0%
Value ($000) $21 Shares 276 Est. Cost $88.77 Unrealized
EVRG EVERGY INC COM 0.0%
Value ($000) $20 Shares 328 Est. Cost $45.30 Unrealized +0.3%
BOND PIMCO ACTIVE BOND EXCHANGE-TRADED FUND 0.0%
Value ($000) $19 Shares 170 Est. Cost $111.76 Unrealized
EXC EXELON CORP COM 0.0%
Value ($000) $19 Shares 434 Est. Cost $26.49 Unrealized -4.7%
DLTR DOLLAR TREE INC COM 0.0%
Value ($000) $19 Shares 169 Est. Cost $94.09 Unrealized +14.2%
INOVIO PHARMACEUTICALS INC COM NEW 0.0%
Value ($000) $19 Shares 2,100 Est. Cost $14.95 Unrealized
NEE NEXTERA ENERGY INC COM 0.0%
Value ($000) $19 Shares 245 Est. Cost $45.97 Unrealized +49.7%
NUVEEN PFD & INCOME 2022 TERM COM 0.0%
Value ($000) $19 Shares 762 Est. Cost $23.19 Unrealized
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 0.0%
Value ($000) $18 Shares 196 Est. Cost $69.63 Unrealized
NXPI NXP SEMICONDUCTORS N V COM 0.0%
Value ($000) $18 Shares 87 Est. Cost $167.49 Unrealized 0.0%
NVAX NOVAVAX INC COM NEW 0.0%
Value ($000) $18 Shares 100 Est. Cost $106.29 Unrealized +87.5%
FSTA FIDELITY MSCI CONSUMER STAPLES INDEX ETF 0.0%
Value ($000) $18 Shares 439 Est. Cost $33.76 Unrealized
PPH VANECK VECTORS PHARMACEUTICAL ETF 0.0%
Value ($000) $18 Shares 264 Est. Cost $58.59 Unrealized
IYH ISHARES U.S. HEALTHCARE ETF 0.0%
Value ($000) $18 Shares 70 Est. Cost $192.08 Unrealized
VIRTUS DIVIDEND INTEREST & PR COM 0.0%
Value ($000) $18 Shares 1,338 Est. Cost $13.45 Unrealized
GM GENERAL MTRS CO COM 0.0%
Value ($000) $18 Shares 306 Est. Cost $35.64 Unrealized +43.8%
BLACKROCK MULTI-SECTOR INC TR COM 0.0%
Value ($000) $18 Shares 996 Est. Cost $17.21 Unrealized
SLM SLM CORP COM 0.0%
Value ($000) $18 Shares 1,029 Est. Cost $9.95 Unrealized +52.4%
FIRST TR SR FLOATING 0.0%
Value ($000) $17 Shares 1,785 Est. Cost $8.86 Unrealized
JMIA JUMIA TECHNOLOGIES AG SPONSORED ADS 0.0%
Value ($000) $17 Shares 490 Est. Cost $35.59 Unrealized
TECL DIREXION DAILY TECHNOLOGY BULL 3X SHARES 0.0%
Value ($000) $17 Shares 403 Est. Cost $58.22 Unrealized
PHM PULTE GROUP INC COM 0.0%
Value ($000) $17 Shares 317 Est. Cost $29.09 Unrealized +52.9%
JD JD.COM INC SPON ADR CL A 0.0%
Value ($000) $17 Shares 200 Est. Cost $85.00 Unrealized
APOLLO GLOBAL MGMT INC COM CL A 0.0%
Value ($000) $17 Shares 359 Est. Cost $37.21 Unrealized
EXPE EXPEDIA GROUP INC COM NEW 0.0%
Value ($000) $17 Shares 101 Est. Cost $95.14 Unrealized +60.5%
LVHD LEGG MASON LOW VOLATILITY HIGH DIVIDEND ETF 0.0%
Value ($000) $17 Shares 500 Est. Cost $32.00 Unrealized
PIMCO INCOME STRATEGY FD II COM 0.0%
Value ($000) $17 Shares 1,637 Est. Cost $10.46 Unrealized
SLB SCHLUMBERGER LTD COM 0.0%
Value ($000) $17 Shares 608 Est. Cost $31.53 Unrealized -24.8%
CVS CVS HEALTH CORP COM 0.0%
Value ($000) $17 Shares 221 Est. Cost $56.40 Unrealized +10.4%
EEMS ISHARES MSCI EMERGING MARKETS SMALL-CAP ETF 0.0%
Value ($000) $17 Shares 300 Est. Cost $36.67 Unrealized
TU TELUS CORPORATION COM 0.0%
Value ($000) $17 Shares 832 Est. Cost $18.52 Unrealized +12.2%
CANOPY GROWTH CORP COM 0.0%
Value ($000) $16 Shares 505 Est. Cost $29.13 Unrealized
ALB ALBEMARLE CORP COM 0.0%
Value ($000) $16 Shares 109 Est. Cost $64.79 Unrealized +133.6%
BLACKROCK MUN INCOME TR SH BEN INT 0.0%
Value ($000) $16 Shares 1,076 Est. Cost $12.55 Unrealized
VSS VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND 0.0%
Value ($000) $16 Shares 126 Est. Cost $105.02 Unrealized
MMM 3M CO COM 0.0%
Value ($000) $15 Shares 76 Est. Cost $120.63 Unrealized +3.7%
XYZ SQUARE INC CL A 0.0%
Value ($000) $15 Shares 64 Est. Cost $69.86 Unrealized +234.8%
GIS GENERAL MLS INC COM 0.0%
Value ($000) $15 Shares 242 Est. Cost $49.55 Unrealized -1.2%
RWL INVESCO S&P 500 REVENUE ETF 0.0%
Value ($000) $15 Shares 218 Est. Cost $52.38 Unrealized
DHI D R HORTON INC COM 0.0%
Value ($000) $15 Shares 165 Est. Cost $48.93 Unrealized +52.4%
XMYDX BLACKROCK MUNIYIELD FD INC COM 0.0%
Value ($000) $15 Shares 1,020 Est. Cost $13.82 Unrealized
TXN TEXAS INSTRS INC COM 0.0%
Value ($000) $14 Shares 75 Est. Cost $102.52 Unrealized +47.6%
AMBA AMBARELLA INC SHS 0.0%
Value ($000) $14 Shares 135 Est. Cost $108.86 Unrealized 0.0%
SNY SANOFI SPONSORED ADR 0.0%
Value ($000) $14 Shares 274 Est. Cost $40.12 Unrealized
TDOC TELADOC HEALTH INC COM 0.0%
Value ($000) $14 Shares 78 Est. Cost $206.44 Unrealized +12.4%
SPDR S&P INTERNET ETF 0.0%
Value ($000) $14 Shares 81 Est. Cost $72.97 Unrealized
HYG ISHARES IBOXX 0.0%
Value ($000) $14 Shares 164 Est. Cost $81.99 Unrealized
CHH CHOICE HOTELS INTL INC COM 0.0%
Value ($000) $14 Shares 127 Est. Cost $79.12 Unrealized +29.1%
SCHV SCHWAB U.S. LARGE-CAP VALUE ETF 0.0%
Value ($000) $14 Shares 213 Est. Cost $56.33 Unrealized
ISHARES IBONDS DEC 2024 TERM MUNI BOND ETF 0.0%
Value ($000) $14 Shares 505 Est. Cost $25.95 Unrealized
IGLB ISHARES 0.0%
Value ($000) $13 Shares 201 Est. Cost $67.33 Unrealized
VGLT VANGUARD LONG-TERM GOVERNMENT BOND ETF 0.0%
Value ($000) $13 Shares 161 Est. Cost $77.98 Unrealized
FMAT FIDELITY MSCI MATERIALS INDEX ETF 0.0%
Value ($000) $13 Shares 301 Est. Cost $43.19 Unrealized
ESML ISHARES ESG AWARE MSCI USA SMALL-CAP ETF 0.0%
Value ($000) $13 Shares 332 Est. Cost $24.57 Unrealized
BFLY BUTTERFLY NETWORK INC COM CL A 0.0%
Value ($000) $13 Shares 800 Est. Cost $19.79 Unrealized 0.0%
WEN WENDYS CO COM 0.0%
Value ($000) $13 Shares 666 Est. Cost $19.43 Unrealized +6.9%
HANCOCK JOHN TAX-ADVANTAGED DI COM 0.0%
Value ($000) $13 Shares 573 Est. Cost $25.18 Unrealized
LABORATORY CORP AMER HLDGS COM NEW 0.0%
Value ($000) $13 Shares 52 Est. Cost $115.38 Unrealized
PHG KONINKLIJKE PHILIPS N V NY REG SH NEW 0.0%
Value ($000) $13 Shares 235 Est. Cost $34.84 Unrealized
LA JOLLA PHARMACEUTICAL CO 0.0%
Value ($000) $13 Shares 3,100 Est. Cost $4.52 Unrealized
NUVEEN NASDAQ 100 DYNAMIC OVER COM SHS 0.0%
Value ($000) $13 Shares 493 Est. Cost $22.41 Unrealized
BLACKROCK FLOATING RATE INCOME COM 0.0%
Value ($000) $12 Shares 982 Est. Cost $11.54 Unrealized
MFC MANULIFE FINL CORP COM 0.0%
Value ($000) $12 Shares 563 Est. Cost $17.66 Unrealized +12.8%
BLACKROCK MUNIASSETS FD INC COM 0.0%
Value ($000) $12 Shares 766 Est. Cost $15.67 Unrealized
GMED GLOBUS MED INC CL A 0.0%
Value ($000) $12 Shares 200 Est. Cost $57.49 Unrealized +10.2%
BGS B & G FOODS INC NEW COM 0.0%
Value ($000) $12 Shares 400 Est. Cost $12.94 Unrealized +54.9%
BLACKROCK FLOATING RATE INCOME COM 0.0%
Value ($000) $12 Shares 903 Est. Cost $12.52 Unrealized
TXNM PNM RES INC COM 0.0%
Value ($000) $12 Shares 255 Est. Cost $48.23 Unrealized +0.7%
BHP BHP GROUP LTD SPONSORED ADS 0.0%
Value ($000) $12 Shares 175 Est. Cost $62.86 Unrealized
IDV ISHARES INTERNATIONAL SELECT DIVIDEND ETF 0.0%
Value ($000) $12 Shares 367 Est. Cost $28.72 Unrealized
VBR VANGUARD SMALL-CAP VALUE INDEX FUND 0.0%
Value ($000) $12 Shares 73 Est. Cost $136.99 Unrealized
JPIN JPMORGAN DIVERSIFIED RETURN INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $12 Shares 200 Est. Cost $52.50 Unrealized
CRSP CRISPR THERAPEUTICS AG NAMEN AKT 0.0%
Value ($000) $12 Shares 100 Est. Cost $151.00 Unrealized 0.0%
NI NISOURCE INC COM 0.0%
Value ($000) $11 Shares 451 Est. Cost $22.64 Unrealized -15.5%
ELME WASHINGTON REAL ESTATE INVT TR SH BEN INT 0.0%
Value ($000) $11 Shares 507 Est. Cost $25.22 Unrealized
TESLA INC 2 05/15/2024 0.0%
Value ($000) $11 Shares 1,000 Est. Cost $11.00 Unrealized
DGX QUEST DIAGNOSTICS INC COM 0.0%
Value ($000) $11 Shares 86 Est. Cost $95.37 Unrealized +17.6%
IPATH SHILLER CAPE ETN 0.0%
Value ($000) $11 Shares 55 Est. Cost $153.72 Unrealized
SMMV ISHARES MSCI USA SMALL-CAP MIN VOL FACTOR ETF 0.0%
Value ($000) $11 Shares 305 Est. Cost $26.23 Unrealized
TNDM TANDEM DIABETES CARE INC COM NEW 0.0%
Value ($000) $11 Shares 130 Est. Cost $64.54 Unrealized +44.0%
KBA KRANESHARES BOSERA MSCI CHINA A ETF 0.0%
Value ($000) $11 Shares 242 Est. Cost $38.24 Unrealized
BFH ALLIANCE DATA SYSTEMS CORP COM 0.0%
Value ($000) $11 Shares 102 Est. Cost $72.87 Unrealized -9.6%
BSV VANGUARD SHORT-TERM BOND INDEX FUND 0.0%
Value ($000) $10 Shares 121 Est. Cost $79.53 Unrealized
FNCL FIDELITY MSCI FINANCIALS INDEX ETF 0.0%
Value ($000) $10 Shares 200 Est. Cost $39.56 Unrealized
ESGE ISHARES MSCI EM ESG SELECT ETF 0.0%
Value ($000) $10 Shares 227 Est. Cost $38.22 Unrealized
ZTS ZOETIS INC CL A 0.0%
Value ($000) $10 Shares 66 Est. Cost $99.63 Unrealized +52.2%
CHRS COHERUS BIOSCIENCES INC COM 0.0%
Value ($000) $10 Shares 700 Est. Cost $17.37 Unrealized -2.2%
CPB CAMPBELL SOUP CO COM 0.0%
Value ($000) $10 Shares 201 Est. Cost $40.69 Unrealized -0.6%
PAYX PAYCHEX INC COM 0.0%
Value ($000) $10 Shares 100 Est. Cost $67.41 Unrealized +19.2%
EXAS EXACT SCIENCES CORP COM 0.0%
Value ($000) $10 Shares 77 Est. Cost $136.88 Unrealized 0.0%
II-VI INC COM 0.0%
Value ($000) $10 Shares 150 Est. Cost $20.00 Unrealized
RCI ROGERS COMMUNICATIONS INC CL B 0.0%
Value ($000) $10 Shares 227 Est. Cost $46.80 Unrealized +0.0%
TFI SPDR NUVEEN BLOOMBERG BARCLAYS MUNICIPAL BOND ETF 0.0%
Value ($000) $10 Shares 201 Est. Cost $50.00 Unrealized
OEF ISHARES S&P 100 ETF 0.0%
Value ($000) $10 Shares 54 Est. Cost $115.95 Unrealized
PHO INVESCO WATER RESOURCES ETF 0.0%
Value ($000) $10 Shares 200 Est. Cost $35.00 Unrealized
SPYD SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF 0.0%
Value ($000) $10 Shares 259 Est. Cost $33.90 Unrealized
TXRH TEXAS ROADHOUSE INC COM 0.0%
Value ($000) $10 Shares 105 Est. Cost $50.47 Unrealized +58.9%
COHEN & STEERS INFRASTRUCTURE COM 0.0%
Value ($000) $10 Shares 363 Est. Cost $24.87 Unrealized
FALN ISHARES FALLEN ANGELS USD BOND ETF 0.0%
Value ($000) $9 Shares 305 Est. Cost $29.51 Unrealized
QLC FLEXSHARES US QUALITY LARGE CAP INDEX FUND 0.0%
Value ($000) $9 Shares 210 Est. Cost $33.33 Unrealized
AES AES CORP COM 0.0%
Value ($000) $9 Shares 335 Est. Cost $13.86 Unrealized +60.4%
EPP ISHARES MSCI PACIFIC EX JAPAN ETF 0.0%
Value ($000) $9 Shares 183 Est. Cost $43.72 Unrealized
BRYN MAWR BK CORP COM 0.0%
Value ($000) $9 Shares 200 Est. Cost $37.00 Unrealized
AVTR AVANTOR INC COM 0.0%
Value ($000) $9 Shares 300 Est. Cost $28.87 Unrealized 0.0%
FISKER INC CL A COM STK 0.0%
Value ($000) $9 Shares 500 Est. Cost $18.00 Unrealized
VGIT VANGUARD INTERMEDIATE-TERM GOVERNMENT BOND ETF 0.0%
Value ($000) $9 Shares 129 Est. Cost $63.60 Unrealized
YOLO ADVISORSHARES PURE CANNABIS ETF 0.0%
Value ($000) $9 Shares 400 Est. Cost $22.50 Unrealized
TWO HBRS INVT CORP COM NEW 0.0%
Value ($000) $9 Shares 1,173 Est. Cost $11.50 Unrealized
SNOW SNOWFLAKE INC CL A 0.0%
Value ($000) $9 Shares 39 Est. Cost $266.89 Unrealized 0.0%
XPEV XPENG INC ADS 0.0%
Value ($000) $9 Shares 250 Est. Cost $44.00 Unrealized
PSTG PURE STORAGE INC CL A 0.0%
Value ($000) $8 Shares 350 Est. Cost $23.78 Unrealized 0.0%
VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF 0.0%
Value ($000) $8 Shares 163 Est. Cost $46.55 Unrealized
MA MASTERCARD INCORPORATED CL A 0.0%
Value ($000) $8 Shares 23 Est. Cost $241.35 Unrealized +40.7%
TOTL SPDR DOUBLELINE TOTAL RETURN TACTICAL ETF 0.0%
Value ($000) $8 Shares 171 Est. Cost $46.78 Unrealized
BLACKROCK SCIENCE & TECH TR II SHS BEN INT 0.0%
Value ($000) $8 Shares 214 Est. Cost $36.16 Unrealized
PAVE GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF 0.0%
Value ($000) $8 Shares 300 Est. Cost $26.67 Unrealized
RGR STURM RUGER & CO INC COM 0.0%
Value ($000) $8 Shares 122 Est. Cost $65.49 Unrealized +5.1%
QDF FLEXSHARES QUALITY DIVIDEND INDEX FUND 0.0%
Value ($000) $8 Shares 155 Est. Cost $40.00 Unrealized
EATON VANCE TAX ADVT DIV INCM COM 0.0%
Value ($000) $8 Shares 298 Est. Cost $21.65 Unrealized
IYG ISHARES U.S. FINANCIAL SERVICES ETF 0.0%
Value ($000) $8 Shares 49 Est. Cost $135.34 Unrealized
HUN HUNTSMAN CORP COM 0.0%
Value ($000) $8 Shares 283 Est. Cost $20.95 Unrealized +33.7%
FENY FIDELITY MSCI ENERGY INDEX ETF 0.0%
Value ($000) $7 Shares 522 Est. Cost $9.49 Unrealized
TLT ISHARES 20 YEAR TREASURY BOND ETF 0.0%
Value ($000) $7 Shares 49 Est. Cost $142.86 Unrealized
FSMD FIDELITY SMALL-MID MULTIFACTOR ETF 0.0%
Value ($000) $7 Shares 200 Est. Cost $35.00 Unrealized
MRNA MODERNA INC COM 0.0%
Value ($000) $7 Shares 50 Est. Cost $44.52 Unrealized +225.5%
NUVEEN DOW 30 DYNAMIC OVERWRIT SHS 0.0%
Value ($000) $7 Shares 448 Est. Cost $15.63 Unrealized
CMS CMS ENERGY CORP COM 0.0%
Value ($000) $7 Shares 120 Est. Cost $53.48 Unrealized -7.4%
PIMCO DYNAMIC CR INCOME FD COM SHS 0.0%
Value ($000) $7 Shares 321 Est. Cost $22.88 Unrealized
PINS PINTEREST INC CL A 0.0%
Value ($000) $7 Shares 100 Est. Cost $59.99 Unrealized +24.0%
NCINO INC COM 0.0%
Value ($000) $7 Shares 100 Est. Cost $70.00 Unrealized
SWBI SMITH & WESSON BRANDS INC COM 0.0%
Value ($000) $7 Shares 392 Est. Cost $17.05 Unrealized +6.7%
MFS MULTIMARKET INCOME TR SH BEN INT 0.0%
Value ($000) $7 Shares 1,041 Est. Cost $5.71 Unrealized
ZM ZOOM VIDEO COMMUNICATIONS INC CL A 0.0%
Value ($000) $7 Shares 23 Est. Cost $445.83 Unrealized -17.4%
FUBO FUBOTV INC COM 0.0%
Value ($000) $7 Shares 300 Est. Cost $35.77 Unrealized 0.0%
CAH CARDINAL HEALTH INC COM 0.0%
Value ($000) $7 Shares 122 Est. Cost $42.31 Unrealized +15.6%
VIACOMCBS INC CL B 0.0%
Value ($000) $7 Shares 147 Est. Cost $35.10 Unrealized
LGLV SPDR SSGA US LARGE CAP LOW VOLATILITY INDEX ETF 0.0%
Value ($000) $7 Shares 56 Est. Cost $92.82 Unrealized
HUBB HUBBELL INC COM 0.0%
Value ($000) $7 Shares 38 Est. Cost $121.20 Unrealized +31.6%
VXF VANGUARD EXTENDED MARKET INDEX FUND 0.0%
Value ($000) $7 Shares 39 Est. Cost $106.51 Unrealized
DLN WISDOMTREE U.S. LARGECAP DIVIDEND FUND 0.0%
Value ($000) $7 Shares 58 Est. Cost $72.86 Unrealized
SHW SHERWIN WILLIAMS CO COM 0.0%
Value ($000) $7 Shares 9 Est. Cost $187.54 Unrealized +21.6%
DVN DEVON ENERGY CORP NEW COM 0.0%
Value ($000) $7 Shares 310 Est. Cost $13.25 Unrealized +20.3%
IQDF FLEXSHARES INTERNATIONAL QUALITY DIVIDEND INDEX FUND 0.0%
Value ($000) $6 Shares 218 Est. Cost $22.93 Unrealized
SHOP SHOPIFY INC CL A 0.0%
Value ($000) $6 Shares 5 Est. Cost $99.42 Unrealized +21.5%
CRWD CROWDSTRIKE HLDGS INC CL A 0.0%
Value ($000) $6 Shares 34 Est. Cost $155.87 Unrealized +35.7%
SERES THERAPEUTICS INC COM 0.0%
Value ($000) $6 Shares 275 Est. Cost $21.82 Unrealized
GPN GLOBAL PMTS INC COM 0.0%
Value ($000) $6 Shares 31 Est. Cost $174.25 Unrealized +9.5%
OLN OLIN CORP 0.0%
Value ($000) $6 Shares 152 Est. Cost $15.68 Unrealized +75.4%
IDNA ISHARES GENOMICS IMMUNOLOGY AND HEALTHCARE ETF 0.0%
Value ($000) $6 Shares 130 Est. Cost $38.46 Unrealized
MFS CHARTER INCOME TR SH BEN INT 0.0%
Value ($000) $6 Shares 685 Est. Cost $7.85 Unrealized
HANCOCK JOHN PFD INCOME FD III COM 0.0%
Value ($000) $6 Shares 308 Est. Cost $18.22 Unrealized
BANCOLOMBIA S A SPON ADR PREF 0.0%
Value ($000) $6 Shares 200 Est. Cost $50.00 Unrealized
WOOD ISHARES S&P GLOBAL TIMBER & FORESTRY INDEX FUND 0.0%
Value ($000) $6 Shares 70 Est. Cost $77.55 Unrealized
FTV FORTIVE CORP COM 0.0%
Value ($000) $6 Shares 91 Est. Cost $42.63 Unrealized +18.9%
SPTL SPDR PORTFOLIO LONG TERM TREASURY ETF 0.0%
Value ($000) $6 Shares 159 Est. Cost $32.47 Unrealized
SUN SUNOCO LP COM UT REP LP 0.0%
Value ($000) $6 Shares 176 Est. Cost $28.02 Unrealized
U S SILICA HLDGS INC COM 0.0%
Value ($000) $6 Shares 525 Est. Cost $13.10 Unrealized
YUMC YUM CHINA HLDGS INC COM 0.0%
Value ($000) $6 Shares 103 Est. Cost $43.42 Unrealized +37.6%
DIREXION CONNECTED CONSUMER ETF 0.0%
Value ($000) $6 Shares 100 Est. Cost $50.09 Unrealized
MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND 0.0%
Value ($000) $6 Shares 54 Est. Cost $100.65 Unrealized
TMO THERMO FISHER SCIENTIFIC INC COM 0.0%
Value ($000) $6 Shares 14 Est. Cost $372.62 Unrealized +26.4%
DDD 3-D SYS CORP DEL COM NEW 0.0%
Value ($000) $6 Shares 225 Est. Cost $5.92 Unrealized +457.9%
SUSC ISHARES ESG AWARE USD CORPORATE BOND ETF 0.0%
Value ($000) $5 Shares 177 Est. Cost $25.37 Unrealized
VISTA OUTDOOR INC COM 0.0%
Value ($000) $5 Shares 150 Est. Cost $24.00 Unrealized
ARKK ARK INNOVATION ETF 0.0%
Value ($000) $5 Shares 38 Est. Cost $78.95 Unrealized
PEJ INVESCO DYNAMIC LEISURE AND ENTERTAINMENT ETF 0.0%
Value ($000) $5 Shares 112 Est. Cost $44.64 Unrealized
PENN NATL GAMING INC 0.0%
Value ($000) $5 Shares 1,000 Est. Cost $4.00 Unrealized
MDU MDU RES GROUP INC COM 0.0%
Value ($000) $5 Shares 151 Est. Cost $7.98 Unrealized +18.6%
CDW CDW CORP COM 0.0%
Value ($000) $5 Shares 29 Est. Cost $114.00 Unrealized +23.5%
GW PHARMACEUTICALS PLC ADS 0.0%
Value ($000) $5 Shares 25 Est. Cost $80.00 Unrealized
FIS FIDELITY NATL INFORMATION SVCS COM 0.0%
Value ($000) $5 Shares 37 Est. Cost $125.36 Unrealized -2.4%
BK BANK NEW YORK MELLON CORP COM 0.0%
Value ($000) $5 Shares 100 Est. Cost $38.28 Unrealized 0.0%
IYE ISHARES U.S. ENERGY ETF 0.0%
Value ($000) $5 Shares 208 Est. Cost $18.15 Unrealized
CLNE CLEAN ENERGY FUELS CORP COM 0.0%
Value ($000) $5 Shares 400 Est. Cost $2.91 Unrealized +340.9%
TLH ISHARES 0.0%
Value ($000) $5 Shares 33 Est. Cost $156.11 Unrealized
NKE NIKE INC CL B 0.0%
Value ($000) $5 Shares 41 Est. Cost $84.04 Unrealized +54.2%
AMLP ALERIAN MLP ETF 0.0%
Value ($000) $5 Shares 153 Est. Cost $20.39 Unrealized
CCL CARNIVAL CORP PAIRED CTF 0.0%
Value ($000) $5 Shares 200 Est. Cost $35.30 Unrealized -33.2%
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 0.0%
Value ($000) $5 Shares 112 Est. Cost $35.63 Unrealized
VTRS VIATRIS INC COM 0.0%
Value ($000) $5 Shares 336 Est. Cost $13.32 Unrealized 0.0%
SHOCKWAVE MED INC COM 0.0%
Value ($000) $5 Shares 40 Est. Cost $125.00 Unrealized
FLEXSHARES INTERNATIONAL QUALITY DIVIDEND DEFENSIVE INDEX FUND 0.0%
Value ($000) $5 Shares 219 Est. Cost $21.39 Unrealized
PGR PROGRESSIVE CORP COM 0.0%
Value ($000) $5 Shares 53 Est. Cost $80.60 Unrealized +0.5%
TWILIO INC 0.0%
Value ($000) $5 Shares 1,000 Est. Cost $5.00 Unrealized
FSLY FASTLY INC CL A 0.0%
Value ($000) $4 Shares 57 Est. Cost $88.16 Unrealized -2.5%
ENB ENBRIDGE INC COM 0.0%
Value ($000) $4 Shares 123 Est. Cost $21.98 Unrealized +16.3%
WORKHORSE GROUP INC COM NEW 0.0%
Value ($000) $4 Shares 300 Est. Cost $13.33 Unrealized
DOUBLELINE OPPORTUNISTIC CR FD COM 0.0%
Value ($000) $4 Shares 220 Est. Cost $19.74 Unrealized
BTI BRITISH AMERN TOB PLC SPONSORED ADR 0.0%
Value ($000) $4 Shares 100 Est. Cost $33.23 Unrealized
NIO NIO INC SPON ADS 0.0%
Value ($000) $4 Shares 100 Est. Cost $40.00 Unrealized
ARKW ARK NEXT GENERATION INTERNET ETF 0.0%
Value ($000) $4 Shares 29 Est. Cost $34.48 Unrealized
BEEM BEAM GLOBAL COM 0.0%
Value ($000) $4 Shares 100 Est. Cost $52.61 Unrealized 0.0%
RF REGIONS FINANCIAL CORP NEW COM 0.0%
Value ($000) $4 Shares 200 Est. Cost $16.04 Unrealized 0.0%
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
DEO DIAGEO PLC SPON ADR NEW 0.0%
Value ($000) $4 Shares 23 Est. Cost $173.91 Unrealized
TERADYNE INC 0.0%
Value ($000) $4 Shares 1,000 Est. Cost $4.00 Unrealized
FIVE9 INC 0.125 05/01/2023 0.0%
Value ($000) $4 Shares 1,000 Est. Cost $4.00 Unrealized
REMX VANECK VECTORS RARE EARTH/STRATEGIC METALS ETF 0.0%
Value ($000) $4 Shares 51 Est. Cost $46.49 Unrealized
EATON VANCE RISK-MANAGED DIVER COM 0.0%
Value ($000) $4 Shares 354 Est. Cost $8.64 Unrealized
TEVA TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 0.0%
Value ($000) $4 Shares 348 Est. Cost $8.26 Unrealized
DOCUSIGN INC 0.0%
Value ($000) $3 Shares 1,000 Est. Cost $3.00 Unrealized
MICROCHIP TECHNOLOGY INC 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
SUSL ISHARES ESG MSCI USA LEADERS ETF 0.0%
Value ($000) $3 Shares 37 Est. Cost $55.51 Unrealized
XMLV INVESCO S&P MIDCAP LOW VOLATILITY ETF 0.0%
Value ($000) $3 Shares 50 Est. Cost $51.17 Unrealized
BOC BOSTON OMAHA CORP COM 0.0%
Value ($000) $3 Shares 100 Est. Cost $36.19 Unrealized 0.0%
RH 0.0%
Value ($000) $3 Shares 1,000 Est. Cost $2.00 Unrealized
CYD CHINA YUCHAI INTL LTD COM 0.0%
Value ($000) $3 Shares 200 Est. Cost $11.02 Unrealized +21.0%
MELI MERCADOLIBRE INC COM 0.0%
Value ($000) $3 Shares 2 Est. Cost $1410.19 Unrealized +20.3%
SQUARE INC 0.0%
Value ($000) $3 Shares 1,000 Est. Cost $3.00 Unrealized
CTVA CORTEVA INC COM 0.0%
Value ($000) $3 Shares 62 Est. Cost $26.67 Unrealized +57.1%
ABIOMED INC COM 0.0%
Value ($000) $3 Shares 10 Est. Cost $200.00 Unrealized
DRIV GLOBAL X AUTONOMOUS & ELECTRIC VEHICLES ETF 0.0%
Value ($000) $3 Shares 115 Est. Cost $26.09 Unrealized
XSLV INVESCO S&P SMALLCAP LOW VOLATILITY ETF 0.0%
Value ($000) $3 Shares 56 Est. Cost $37.34 Unrealized
LYFT LYFT INC CL A COM 0.0%
Value ($000) $3 Shares 50 Est. Cost $29.73 Unrealized +87.8%
COHEN & STEERS QUALITY INCOME COM 0.0%
Value ($000) $3 Shares 230 Est. Cost $13.68 Unrealized
LI LI AUTO INC SPONSORED ADS 0.0%
Value ($000) $3 Shares 100 Est. Cost $30.00 Unrealized
LUMN LUMEN TECHNOLOGIES INC COM 0.0%
Value ($000) $3 Shares 250 Est. Cost $10.83 Unrealized 0.0%
AMERICAN AIRLINES GROUP INC 0.0%
Value ($000) $3 Shares 2,000 Est. Cost $1.50 Unrealized
INPHI CORP 0.0%
Value ($000) $3 Shares 1,000 Est. Cost $3.00 Unrealized
ZILLOW GROUP INC 0.0%
Value ($000) $3 Shares 2,000 Est. Cost $1.50 Unrealized
PLTR PALANTIR TECHNOLOGIES INC CL A 0.0%
Value ($000) $3 Shares 150 Est. Cost $27.43 Unrealized 0.0%
SSYS STRATASYS LTD SHS 0.0%
Value ($000) $3 Shares 110 Est. Cost $20.02 Unrealized +72.2%
WAYFAIR INC 0.0%
Value ($000) $3 Shares 1,000 Est. Cost $2.00 Unrealized
ETSY INC 0.0%
Value ($000) $2 Shares 1,000 Est. Cost $2.00 Unrealized
XTN SPDR S&P TRANSPORTATION ETF 0.0%
Value ($000) $2 Shares 25 Est. Cost $80.00 Unrealized
MCHP MICROCHIP TECHNOLOGY INC. COM 0.0%
Value ($000) $2 Shares 14 Est. Cost $65.50 Unrealized +3.1%
OPLN KAR AUCTION SVCS INC COM 0.0%
Value ($000) $2 Shares 128 Est. Cost $19.53 Unrealized -12.8%
BARRICK GOLD CORP COM 0.0%
Value ($000) $2 Shares 83 Est. Cost $24.39 Unrealized
GUGGENHEIM ENHANCED EQUITY INC COM 0.0%
Value ($000) $2 Shares 212 Est. Cost $6.81 Unrealized
ON SEMICONDUCTOR CORP 0.0%
Value ($000) $2 Shares 1,000 Est. Cost $2.00 Unrealized
DELAWARE ENHANCED GBL DIV & IN COM 0.0%
Value ($000) $2 Shares 226 Est. Cost $5.40 Unrealized
QQQJ INVESCO NASDAQ NEXT GEN 100 ETF 0.0%
Value ($000) $2 Shares 70 Est. Cost $28.57 Unrealized
REPLIGEN CORP 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
INCY INCYTE CORP COM 0.0%
Value ($000) $2 Shares 29 Est. Cost $80.26 Unrealized +6.3%
TAK TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS 0.0%
Value ($000) $2 Shares 110 Est. Cost $9.09 Unrealized
VEGI ISHARES MSCI GLOBAL AGRICULTURE PRODUCERS ETF 0.0%
Value ($000) $2 Shares 62 Est. Cost $16.91 Unrealized
TEMPLETON EMERGING MKTS FD COM 0.0%
Value ($000) $2 Shares 126 Est. Cost $9.09 Unrealized
SUNPOWER CORP 4 01/15/2023 0.0%
Value ($000) $2 Shares 1,000 Est. Cost $1.00 Unrealized
POWW AMMO INC COM 0.0%
Value ($000) $2 Shares 300 Est. Cost $6.44 Unrealized 0.0%
XLC COMMUNICATION SERVICES SELECT SECTOR SPDRA FUND 0.0%
Value ($000) $2 Shares 31 Est. Cost $33.27 Unrealized
PCH POTLATCHDELTIC CORPORATION COM 0.0%
Value ($000) $2 Shares 30 Est. Cost $66.67 Unrealized
CLX CLOROX CO DEL COM 0.0%
Value ($000) $2 Shares 10 Est. Cost $125.69 Unrealized +31.3%
PRLB PROTO LABS INC COM 0.0%
Value ($000) $2 Shares 15 Est. Cost $166.30 Unrealized 0.0%
QRVO QORVO INC COM 0.0%
Value ($000) $2 Shares 12 Est. Cost $175.57 Unrealized 0.0%
ETFMG TRAVEL TECH ETF 0.0%
Value ($000) $2 Shares 60 Est. Cost $33.33 Unrealized
GLOBAL X CLEANTECH ETF 0.0%
Value ($000) $2 Shares 94 Est. Cost $21.28 Unrealized
ENOCHIAN BIOSCIENCES INC COM 0.0%
Value ($000) $2 Shares 500 Est. Cost $4.67 Unrealized
SAREPTA THERAPEUTICS INC 0.0%
Value ($000) $1 Shares 1,000 Est. Cost $2.00 Unrealized
LIBERTY MEDIA CORP 0.0%
Value ($000) $1 Shares 1,000 Est. Cost $1.00 Unrealized
SPOT SPOTIFY TECHNOLOGY S A SHS 0.0%
Value ($000) $1 Shares 5 Est. Cost $171.44 Unrealized +81.8%
AVNS AVANOS MED INC COM 0.0%
Value ($000) $1 Shares 27 Est. Cost $42.78 Unrealized +9.7%
HUAZHU GROUP LTD 0.0%
Value ($000) $1 Shares 1,000 Est. Cost $1.00 Unrealized
OZON HLDGS PLC SPONSORED ADS 0.0%
Value ($000) $1 Shares 10 Est. Cost $100.00 Unrealized
HYD VANECK VECTORS HIGH YIELD MUNI ETF 0.0%
Value ($000) $1 Shares 23 Est. Cost $47.34 Unrealized
NIKOLA CORP COM 0.0%
Value ($000) $1 Shares 50 Est. Cost $20.00 Unrealized
ESSENTIAL UTILS INC UNIT EX 043022 0.0%
Value ($000) $1 Shares 9 Est. Cost $111.11 Unrealized
CATCHMARK TIMBER TR INC CL A 0.0%
Value ($000) $1 Shares 103 Est. Cost $9.90 Unrealized
CHENIERE ENERGY INC 0.0%
Value ($000) $1 Shares 1,000 Est. Cost $1.00 Unrealized
VNT VONTIER CORPORATION COM 0.0%
Value ($000) $1 Shares 36 Est. Cost $31.19 Unrealized +4.6%
DISH NETWORK CORPORATION 3.375 08/15/2026 0.0%
Value ($000) $1 Shares 1,000 Est. Cost $1.00 Unrealized
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 0.0%
Value ($000) $1 Shares 34 Est. Cost $33.04 Unrealized
PDD PINDUODUO INC SPONSORED ADS 0.0%
Value ($000) $1 Shares 8 Est. Cost Unrealized
STRATA SKIN SCIENCES INC COM NEW 0.0%
Value ($000) $1 Shares 500 Est. Cost $2.00 Unrealized
LEN/B LENNAR CORP CL B 0.0%
Value ($000) $1 Shares 7 Est. Cost $35.32 Unrealized +73.4%
SPLUNK INC 0.0%
Value ($000) $1 Shares 1,000 Est. Cost $1.00 Unrealized
ATLAS AIR WORLDWIDE HLDGS INC 1.875 06/01/2024 0.0%
Value ($000) $1 Shares 1,000 Est. Cost $1.00 Unrealized
RYN RAYONIER INC COM 0.0%
Value ($000) $1 Shares 41 Est. Cost $24.99 Unrealized
ALKALINE WTR CO INC COM NEW 0.0%
Value ($000) $1 Shares 1,000 Est. Cost $1.00 Unrealized
BENEFITFOCUS INC 0.0%
Value ($000) $1 Shares 1,000 Est. Cost $1.00 Unrealized
WAB WABTEC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $68.06 Unrealized +10.9%
BROOKFIELD PROPERTY PARTRS LP UNIT LTD PARTN 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
SRNE SORRENTO THERAPEUTICS INC COM NEW 0.0%
Value ($000) $0 Shares 50 Est. Cost $9.15 Unrealized +15.4%
SAN BANCO SANTANDER S.A. ADR 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
RIO RIO TINTO PLC SPONSORED ADR 0.0%
Value ($000) $0 Shares 2 Est. Cost $44.94 Unrealized
ALC ALCON AG ORD SHS 0.0%
Value ($000) $0 Shares 1 Est. Cost $56.67 Unrealized +23.1%
PROSHARES ULTRA VIX SHORT-TERM FUTURES ETF 0.0%
Value ($000) $0 Shares 35 Est. Cost Unrealized
NET CLOUDFLARE INC CL A COM 0.0%
Value ($000) $0 Shares 6 Est. Cost $65.56 Unrealized +17.6%
UIS UNISYS CORP COM NEW 0.0%
Value ($000) $0 Shares 3 Est. Cost $11.56 Unrealized +113.7%