Princeton Global Asset Management LLC Diversified Active

CIK: 0001767349 · Show all filings

Period: Q3 2021 (← Previous) (Next →)

Filing Date: Nov 8, 2021

Total Value ($000): $328,107 (100.0% shares, 0.0% debt)

Holdings (526)

MSFT MICROSOFT CORP COM 5.4%
Value ($000) $17,856 Shares 63,338 Est. Cost $119.35 Unrealized +135.2%
BX BLACKSTONE INC COM 3.0%
Value ($000) $9,916 Shares 85,236 Est. Cost $33.84 Unrealized +196.5%
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 2.8%
Value ($000) $9,290 Shares 83,207 Est. Cost $42.66 Unrealized
JPM JPMORGAN CHASE & CO COM 2.8%
Value ($000) $9,147 Shares 55,882 Est. Cost $93.05 Unrealized +50.8%
AVGO BROADCOM INC COM 2.5%
Value ($000) $8,224 Shares 16,959 Est. Cost $21.90 Unrealized +103.1%
GOOGL ALPHABET INC CAP STK CL A 2.2%
Value ($000) $7,382 Shares 2,761 Est. Cost $61.65 Unrealized +119.1%
UNH UNITEDHEALTH GROUP INC COM 2.2%
Value ($000) $7,119 Shares 18,218 Est. Cost $230.67 Unrealized +66.8%
ABT ABBOTT LABS COM 2.0%
Value ($000) $6,516 Shares 55,158 Est. Cost $89.61 Unrealized +26.6%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 2.0%
Value ($000) $6,498 Shares 23,808 Est. Cost $209.72 Unrealized +33.9%
TMO THERMO FISHER SCIENTIFIC INC COM 1.7%
Value ($000) $5,666 Shares 9,918 Est. Cost $264.15 Unrealized +105.3%
AAPL APPLE INC COM 1.7%
Value ($000) $5,436 Shares 38,417 Est. Cost $93.00 Unrealized +54.7%
V VISA INC COM CL A 1.6%
Value ($000) $5,158 Shares 23,156 Est. Cost $144.74 Unrealized +56.8%
DIS DISNEY WALT CO COM 1.6%
Value ($000) $5,095 Shares 30,116 Est. Cost $124.45 Unrealized +39.9%
SONY SONY GROUP CORPORATION SPONSORED ADR 1.5%
Value ($000) $5,034 Shares 45,525 Est. Cost $53.56 Unrealized
ABBV ABBVIE INC COM 1.5%
Value ($000) $4,799 Shares 44,489 Est. Cost $76.39 Unrealized +27.3%
GLD SPDR GOLD SHARES 1.4%
Value ($000) $4,585 Shares 27,922 Est. Cost $153.54 Unrealized
AMZN AMAZON COM INC COM 1.3%
Value ($000) $4,346 Shares 1,323 Est. Cost $142.52 Unrealized +21.0%
ACN ACCENTURE PLC IRELAND SHS CLASS A 1.2%
Value ($000) $4,086 Shares 12,770 Est. Cost $156.76 Unrealized +94.9%
TILRAY INC COM CL 2 1.2%
Value ($000) $3,935 Shares 348,537 Est. Cost $15.22 Unrealized
DGRO ISHARES CORE DIVIDEND GROWTH ETF 1.2%
Value ($000) $3,919 Shares 77,998 Est. Cost $40.81 Unrealized
ISHARES IBONDS DEC 2021 TERM CORPORATE ETF 1.2%
Value ($000) $3,900 Shares 157,713 Est. Cost $24.93 Unrealized
JNJ JOHNSON & JOHNSON COM 1.2%
Value ($000) $3,898 Shares 24,139 Est. Cost $116.98 Unrealized +28.4%
BAC BK OF AMERICA CORP COM 1.2%
Value ($000) $3,836 Shares 90,356 Est. Cost $24.73 Unrealized +45.9%
ISHARES IBONDS DEC 2022 TERM CORPORATE ETF 1.1%
Value ($000) $3,696 Shares 145,972 Est. Cost $25.28 Unrealized
CSCO CISCO SYS INC COM 1.1%
Value ($000) $3,657 Shares 67,194 Est. Cost $37.60 Unrealized +30.9%
NEE NEXTERA ENERGY INC COM 1.1%
Value ($000) $3,482 Shares 44,339 Est. Cost $61.46 Unrealized +16.9%
GOOG ALPHABET INC CAP STK CL C 1.0%
Value ($000) $3,292 Shares 1,235 Est. Cost $56.95 Unrealized +140.3%
ADBE ADOBE SYSTEMS INCORPORATED COM 1.0%
Value ($000) $3,272 Shares 5,683 Est. Cost $355.41 Unrealized +77.1%
CB CHUBB LIMITED COM 1.0%
Value ($000) $3,186 Shares 18,367 Est. Cost $120.78 Unrealized +36.6%
VRTX VERTEX PHARMACEUTICALS INC COM 0.9%
Value ($000) $3,055 Shares 16,840 Est. Cost $185.57 Unrealized +5.2%
CSL CARLISLE COS INC COM 0.9%
Value ($000) $3,047 Shares 15,328 Est. Cost $135.66 Unrealized +41.6%
GRMN GARMIN LTD SHS 0.9%
Value ($000) $3,044 Shares 19,580 Est. Cost $77.08 Unrealized +91.3%
PEP PEPSICO INC COM 0.9%
Value ($000) $2,948 Shares 19,600 Est. Cost $109.71 Unrealized +23.0%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.9%
Value ($000) $2,903 Shares 47,009 Est. Cost $44.84 Unrealized
CMCSA COMCAST CORP NEW CL A 0.9%
Value ($000) $2,891 Shares 51,690 Est. Cost $35.52 Unrealized +44.7%
STE STERIS PLC SHS USD 0.9%
Value ($000) $2,852 Shares 13,959 Est. Cost $144.92 Unrealized +42.0%
LCII LCI INDS COM 0.9%
Value ($000) $2,802 Shares 20,810 Est. Cost $116.87 Unrealized 0.0%
MRK MERCK & CO INC COM 0.8%
Value ($000) $2,747 Shares 36,573 Est. Cost $63.31 Unrealized +4.5%
VMC VULCAN MATLS CO COM 0.8%
Value ($000) $2,711 Shares 16,026 Est. Cost $125.08 Unrealized +38.2%
MDT MEDTRONIC PLC SHS 0.8%
Value ($000) $2,659 Shares 21,217 Est. Cost $83.76 Unrealized +35.5%
HD HOME DEPOT INC COM 0.8%
Value ($000) $2,563 Shares 7,808 Est. Cost $193.80 Unrealized +52.0%
UPS UNITED PARCEL SERVICE INC CL B 0.8%
Value ($000) $2,539 Shares 13,944 Est. Cost $128.32 Unrealized +26.8%
LMT LOCKHEED MARTIN CORP COM 0.8%
Value ($000) $2,482 Shares 7,194 Est. Cost $288.16 Unrealized +11.3%
WSO WATSCO INC COM 0.7%
Value ($000) $2,408 Shares 9,100 Est. Cost $178.84 Unrealized +56.8%
BMY BRISTOL-MYERS SQUIBB CO COM 0.7%
Value ($000) $2,395 Shares 40,481 Est. Cost $47.03 Unrealized +16.6%
BROOKFIELD ASSET MGMT INC CL A LTD VT SH 0.7%
Value ($000) $2,216 Shares 41,415 Est. Cost $36.53 Unrealized
AAP ADVANCE AUTO PARTS INC COM 0.7%
Value ($000) $2,214 Shares 10,597 Est. Cost $174.66 Unrealized +6.8%
ISHARES IBONDS DEC 2024 TERM CORPORATE ETF 0.6%
Value ($000) $2,112 Shares 80,320 Est. Cost $25.88 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP COM 0.6%
Value ($000) $2,069 Shares 24,064 Est. Cost $66.86 Unrealized +15.8%
PKG PACKAGING CORP AMER COM 0.6%
Value ($000) $2,056 Shares 14,958 Est. Cost $86.08 Unrealized +45.0%
NOC NORTHROP GRUMMAN CORP COM 0.6%
Value ($000) $2,015 Shares 5,595 Est. Cost $283.99 Unrealized +18.5%
FDN FIRST TR EXCHANGE-TRADED FD DJ INTERNT IDX 0.6%
Value ($000) $1,998 Shares 8,469 Est. Cost $140.39 Unrealized
BR BROADRIDGE FINL SOLUTIONS INC COM 0.6%
Value ($000) $1,987 Shares 11,922 Est. Cost $105.46 Unrealized +49.8%
MDLZ MONDELEZ INTL INC CL A 0.6%
Value ($000) $1,982 Shares 34,071 Est. Cost $42.63 Unrealized +30.0%
CDW CDW CORP COM 0.6%
Value ($000) $1,916 Shares 10,524 Est. Cost $119.52 Unrealized +49.7%
TOTALENERGIES SE SPONSORED ADS 0.5%
Value ($000) $1,779 Shares 37,121 Est. Cost $51.07 Unrealized
ISHARES IBONDS DEC 2023 TERM CORPORATE ETF 0.5%
Value ($000) $1,744 Shares 67,075 Est. Cost $25.85 Unrealized
SCHO SCHWAB SHORT-TERM U.S. TREASURY ETF 0.5%
Value ($000) $1,702 Shares 33,240 Est. Cost $50.96 Unrealized
IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.5%
Value ($000) $1,661 Shares 30,405 Est. Cost $53.34 Unrealized
DVYE ISHARES EMERGING MARKETS DIVIDEND ETF 0.5%
Value ($000) $1,626 Shares 41,809 Est. Cost $34.10 Unrealized
CCI CROWN CASTLE INTL CORP NEW COM 0.5%
Value ($000) $1,617 Shares 9,332 Est. Cost $110.56 Unrealized +41.0%
PFFD GLOBAL X U.S. PREFERRED ETF 0.5%
Value ($000) $1,589 Shares 61,666 Est. Cost $25.04 Unrealized
PM PHILIP MORRIS INTL INC COM 0.5%
Value ($000) $1,576 Shares 16,623 Est. Cost $55.66 Unrealized +45.6%
WST WEST PHARMACEUTICAL SVSC INC COM 0.5%
Value ($000) $1,571 Shares 3,700 Est. Cost $138.50 Unrealized +201.1%
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.5%
Value ($000) $1,544 Shares 10,429 Est. Cost $218.64 Unrealized
LOW LOWES COS INC COM 0.4%
Value ($000) $1,467 Shares 7,232 Est. Cost $126.97 Unrealized +44.6%
ICSH BLACKROCK ULTRA SHORT-TERM BOND ETF 0.4%
Value ($000) $1,445 Shares 28,613 Est. Cost $50.51 Unrealized
ORCL ORACLE CORP COM 0.4%
Value ($000) $1,405 Shares 16,130 Est. Cost $59.48 Unrealized +40.1%
EOG EOG RES INC COM 0.4%
Value ($000) $1,391 Shares 17,328 Est. Cost $75.37 Unrealized -22.0%
ZTS ZOETIS INC CL A 0.4%
Value ($000) $1,385 Shares 7,134 Est. Cost $117.47 Unrealized +64.9%
TFC TRUIST FINL CORP COM 0.4%
Value ($000) $1,378 Shares 23,494 Est. Cost $40.72 Unrealized +10.8%
UNILEVER PLC SPON ADR NEW 0.4%
Value ($000) $1,375 Shares 25,353 Est. Cost $60.29 Unrealized
IX ORIX CORP SPONSORED ADR 0.4%
Value ($000) $1,348 Shares 14,265 Est. Cost $71.97 Unrealized
MPC MARATHON PETE CORP COM 0.4%
Value ($000) $1,325 Shares 21,432 Est. Cost $50.16 Unrealized +3.2%
PFF ISHARES PREFERRED AND INCOME SECURITIES ETF 0.4%
Value ($000) $1,285 Shares 33,105 Est. Cost $36.60 Unrealized
TXN TEXAS INSTRS INC COM 0.4%
Value ($000) $1,232 Shares 6,408 Est. Cost $92.63 Unrealized +81.3%
MCD MCDONALDS CORP COM 0.4%
Value ($000) $1,193 Shares 4,950 Est. Cost $164.50 Unrealized +31.2%
NTR NUTRIEN LTD COM 0.4%
Value ($000) $1,190 Shares 18,349 Est. Cost $41.21 Unrealized +29.7%
LHX L3HARRIS TECHNOLOGIES INC COM 0.4%
Value ($000) $1,172 Shares 5,321 Est. Cost $168.72 Unrealized +23.1%
HON HONEYWELL INTL INC COM 0.4%
Value ($000) $1,161 Shares 5,469 Est. Cost $132.62 Unrealized +46.7%
QUS SPDR MSCI USA STRATEGICFACTORS ETF 0.3%
Value ($000) $1,146 Shares 9,604 Est. Cost $84.17 Unrealized
PCAR PACCAR INC COM 0.3%
Value ($000) $1,133 Shares 14,362 Est. Cost $51.91 Unrealized -10.4%
INTC INTEL CORP COM 0.3%
Value ($000) $1,113 Shares 20,892 Est. Cost $48.68 Unrealized +2.3%
BOND PIMCO ACTIVE BOND EXCHANGE-TRADED FUND 0.3%
Value ($000) $1,100 Shares 9,949 Est. Cost $109.79 Unrealized
XOM EXXON MOBIL CORP COM 0.3%
Value ($000) $1,050 Shares 17,859 Est. Cost $49.15 Unrealized -1.4%
FNF FIDELITY NATIONAL FINANCIAL IN FNF GROUP COM 0.3%
Value ($000) $991 Shares 21,859 Est. Cost $28.41 Unrealized +26.1%
GLW CORNING INC COM 0.3%
Value ($000) $948 Shares 25,967 Est. Cost $26.45 Unrealized +33.4%
XYL XYLEM INC COM 0.3%
Value ($000) $917 Shares 7,416 Est. Cost $71.19 Unrealized +71.6%
IBDS ISHARES IBONDS DEC 2027 TERM CORPORATE ETF 0.3%
Value ($000) $900 Shares 33,345 Est. Cost $26.97 Unrealized
ISHARES IBONDS DEC 2021 TERM TREASURY ETF 0.3%
Value ($000) $884 Shares 34,895 Est. Cost $25.35 Unrealized
APD AIR PRODS & CHEMS INC COM 0.3%
Value ($000) $873 Shares 3,410 Est. Cost $160.96 Unrealized +53.4%
DGS WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND 0.3%
Value ($000) $863 Shares 16,133 Est. Cost $37.93 Unrealized
JQUA JPMORGAN U.S. QUALITY FACTOR ETF 0.3%
Value ($000) $861 Shares 21,037 Est. Cost $30.29 Unrealized
APH AMPHENOL CORP NEW CL A 0.3%
Value ($000) $857 Shares 11,700 Est. Cost $26.17 Unrealized +34.6%
IBB ISHARES BIOTECHNOLOGY FUND 0.3%
Value ($000) $852 Shares 5,270 Est. Cost $100.09 Unrealized
FPEI FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES AND INCOME ETF 0.3%
Value ($000) $823 Shares 39,854 Est. Cost $20.59 Unrealized
SCHM SCHWAB U.S. MID-CAP ETF 0.2%
Value ($000) $817 Shares 10,654 Est. Cost $51.34 Unrealized
MO ALTRIA GROUP INC COM 0.2%
Value ($000) $815 Shares 17,894 Est. Cost $25.53 Unrealized +33.1%
NVS NOVARTIS AG SPONSORED ADR 0.2%
Value ($000) $809 Shares 9,890 Est. Cost $86.67 Unrealized
ISHARES IBONDS DEC 2025 TERM CORPORATE ETF 0.2%
Value ($000) $768 Shares 28,600 Est. Cost $26.88 Unrealized
GSEW GOLDMAN SACHS EQUAL WEIGHT U.S. LARGE CAP EQUITY ETF 0.2%
Value ($000) $767 Shares 11,471 Est. Cost $45.85 Unrealized
ECL ECOLAB INC COM 0.2%
Value ($000) $757 Shares 3,627 Est. Cost $153.07 Unrealized +36.2%
DTE DTE ENERGY CO COM 0.2%
Value ($000) $747 Shares 6,685 Est. Cost $81.39 Unrealized +24.4%
VOO VANGUARD S&P 500 ETF 0.2%
Value ($000) $683 Shares 1,731 Est. Cost $260.26 Unrealized
F FORD MTR CO DEL COM 0.2%
Value ($000) $678 Shares 47,870 Est. Cost $10.19 Unrealized +1.3%
PLTR PALANTIR TECHNOLOGIES INC CL A 0.2%
Value ($000) $644 Shares 26,800 Est. Cost $26.38 Unrealized -7.5%
GS GOLDMAN SACHS GROUP INC COM 0.2%
Value ($000) $642 Shares 1,697 Est. Cost $164.39 Unrealized +112.9%
META FACEBOOK INC CL A 0.2%
Value ($000) $619 Shares 1,823 Est. Cost $302.57 Unrealized +18.2%
XMLV INVESCO S&P MIDCAP LOW VOLATILITY ETF 0.2%
Value ($000) $611 Shares 11,641 Est. Cost $40.84 Unrealized
FLOT ISHARES FLOATING RATE BOND ETF 0.2%
Value ($000) $609 Shares 11,984 Est. Cost $50.64 Unrealized
T AT&T INC COM 0.2%
Value ($000) $598 Shares 22,146 Est. Cost $15.69 Unrealized +2.5%
ISHARES IBONDS DEC 2021 TERM MUNI BOND ETF 0.2%
Value ($000) $596 Shares 23,297 Est. Cost $25.73 Unrealized
DGRS WISDOMTREE U.S. SMALLCAP QUALITY DIVIDEND GROWTH FUND 0.2%
Value ($000) $592 Shares 13,343 Est. Cost $41.87 Unrealized
CI CIGNA CORP NEW COM 0.2%
Value ($000) $580 Shares 2,897 Est. Cost $200.70 Unrealized +0.1%
NEM NEWMONT CORP COM 0.2%
Value ($000) $577 Shares 10,629 Est. Cost $51.51 Unrealized -0.3%
VZ VERIZON COMMUNICATIONS INC COM 0.2%
Value ($000) $563 Shares 10,425 Est. Cost $40.83 Unrealized +3.7%
LOGI LOGITECH INTL S A SHS 0.2%
Value ($000) $562 Shares 6,370 Est. Cost $100.02 Unrealized 0.0%
QQQ INVESCO QQQ TRUST 0.2%
Value ($000) $551 Shares 1,539 Est. Cost $188.76 Unrealized
STIP ISHARES 0-5 YEAR TIPS BOND ETF 0.2%
Value ($000) $546 Shares 5,169 Est. Cost $105.70 Unrealized
GRID FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX FUND 0.2%
Value ($000) $543 Shares 5,864 Est. Cost $84.24 Unrealized
AXP AMERICAN EXPRESS CO COM 0.2%
Value ($000) $531 Shares 3,167 Est. Cost $96.32 Unrealized +64.3%
FNDF SCHWAB FUNDAMENTAL INTERNATIONAL LARGE COMPANY INDEX ETF 0.2%
Value ($000) $527 Shares 16,067 Est. Cost $26.13 Unrealized
SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF 0.2%
Value ($000) $526 Shares 3,552 Est. Cost $79.71 Unrealized
ISHARES IBONDS DEC 2022 TERM MUNI BOND ETF 0.2%
Value ($000) $524 Shares 20,014 Est. Cost $26.26 Unrealized
IQLT ISHARES MSCI INTL QUALITY FACTOR ETF 0.2%
Value ($000) $520 Shares 13,736 Est. Cost $30.11 Unrealized
QEFA SPDR MSCI EAFE STRATEGICFACTORS ETF 0.1%
Value ($000) $488 Shares 6,497 Est. Cost $59.73 Unrealized
CRSP CRISPR THERAPEUTICS AG NAMEN AKT 0.1%
Value ($000) $471 Shares 4,209 Est. Cost $149.33 Unrealized -15.9%
GEM GOLDMAN SACHS ACTIVEBETA EMERGING MARKETS EQUITY ETF 0.1%
Value ($000) $466 Shares 12,567 Est. Cost $30.40 Unrealized
PEG PUBLIC SVC ENTERPRISE GRP INC COM 0.1%
Value ($000) $457 Shares 7,503 Est. Cost $42.63 Unrealized +26.4%
IQDG WISDOMTREE INTERNATIONAL QUALITY DIVIDEND GROWTH FUND 0.1%
Value ($000) $422 Shares 11,080 Est. Cost $27.97 Unrealized
VYM VANGUARD HIGH DIVIDEND YIELD ETF 0.1%
Value ($000) $415 Shares 4,013 Est. Cost $85.02 Unrealized
FNDC SCHWAB FUNDAMENTAL INTERNATIONAL SMALL COMPANY INDEX ETF 0.1%
Value ($000) $412 Shares 10,631 Est. Cost $30.87 Unrealized
USB US BANCORP DEL COM NEW 0.1%
Value ($000) $412 Shares 6,925 Est. Cost $39.03 Unrealized +19.5%
PGX INVESCO PREFERRED ETF 0.1%
Value ($000) $402 Shares 26,758 Est. Cost $14.91 Unrealized
AZN ASTRAZENECA PLC SPONSORED ADR 0.1%
Value ($000) $395 Shares 6,577 Est. Cost $52.53 Unrealized
SCCO SOUTHERN COPPER CORP COM 0.1%
Value ($000) $390 Shares 6,947 Est. Cost $54.50 Unrealized -9.8%
IYY ISHARES DOW JONES U.S. ETF 0.1%
Value ($000) $388 Shares 3,600 Est. Cost $108.03 Unrealized
SCHV SCHWAB U.S. LARGE-CAP VALUE ETF 0.1%
Value ($000) $380 Shares 5,633 Est. Cost $47.64 Unrealized
MTX MINERALS TECHNOLOGIES INC COM 0.1%
Value ($000) $377 Shares 5,400 Est. Cost $54.02 Unrealized +38.1%
MMM 3M CO COM 0.1%
Value ($000) $374 Shares 2,132 Est. Cost $126.87 Unrealized +8.2%
BAX BAXTER INTL INC COM 0.1%
Value ($000) $371 Shares 4,612 Est. Cost $75.29 Unrealized -4.9%
NSC NORFOLK SOUTHN CORP COM 0.1%
Value ($000) $369 Shares 1,544 Est. Cost $144.49 Unrealized +61.6%
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.1%
Value ($000) $353 Shares 2,363 Est. Cost $79.88 Unrealized
SKYY FIRST TR EXCHANGE TRADED FD II CLOUD COMPUTING 0.1%
Value ($000) $343 Shares 3,256 Est. Cost $57.80 Unrealized
CAT CATERPILLAR INC COM 0.1%
Value ($000) $333 Shares 1,735 Est. Cost $122.58 Unrealized +56.7%
MDYG SPDR S&P 400 MID CAP GROWTH ETF 0.1%
Value ($000) $325 Shares 4,300 Est. Cost $45.88 Unrealized
SMMV ISHARES MSCI USA SMALL-CAP MIN VOL FACTOR ETF 0.1%
Value ($000) $315 Shares 8,486 Est. Cost $28.26 Unrealized
SPY SPDR S&P 500 ETF 0.1%
Value ($000) $315 Shares 734 Est. Cost $328.18 Unrealized
PEOPLES UNITED FINANCIAL INC COM 0.1%
Value ($000) $314 Shares 18,000 Est. Cost $14.42 Unrealized
IBM INTERNATIONAL BUSINESS MACHS COM 0.1%
Value ($000) $304 Shares 2,185 Est. Cost $93.86 Unrealized +19.5%
ESGV VANGUARD ESG U.S. STOCK ETF 0.1%
Value ($000) $300 Shares 3,751 Est. Cost $61.17 Unrealized
ED CONSOLIDATED EDISON INC COM 0.1%
Value ($000) $298 Shares 4,109 Est. Cost $63.87 Unrealized +0.3%
EMMF WISDOMTREE EMERGING MARKETS MULTIFACTOR FUND 0.1%
Value ($000) $294 Shares 11,716 Est. Cost $20.23 Unrealized
BP BP PLC SPONSORED ADR 0.1%
Value ($000) $290 Shares 10,600 Est. Cost $23.30 Unrealized
HUBB HUBBELL INC COM 0.1%
Value ($000) $285 Shares 1,576 Est. Cost $172.49 Unrealized +5.4%
PFE PFIZER INC COM 0.1%
Value ($000) $282 Shares 6,564 Est. Cost $29.04 Unrealized +22.8%
ISHARES IBONDS DEC 2023 TERM MUNI BOND ETF 0.1%
Value ($000) $273 Shares 10,519 Est. Cost $26.03 Unrealized
VTV VANGUARD VALUE INDEX FUND 0.1%
Value ($000) $271 Shares 2,000 Est. Cost $99.50 Unrealized
COST COSTCO WHSL CORP NEW COM 0.1%
Value ($000) $269 Shares 598 Est. Cost $293.02 Unrealized +42.7%
FIW FIRST TRUST WATER ETF 0.1%
Value ($000) $256 Shares 3,010 Est. Cost $55.52 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.1%
Value ($000) $251 Shares 1,975 Est. Cost $102.13 Unrealized
FISV FISERV INC COM 0.1%
Value ($000) $250 Shares 2,300 Est. Cost $83.87 Unrealized +33.2%
XLE ENERGY SELECT SECTOR SPDR FUND 0.1%
Value ($000) $247 Shares 4,750 Est. Cost $57.60 Unrealized
KMPR KEMPER CORP COM 0.1%
Value ($000) $243 Shares 3,640 Est. Cost $85.42 Unrealized -20.6%
RFG INVESCO S&P MIDCAP 400 PURE GROWTH ETF 0.1%
Value ($000) $243 Shares 1,100 Est. Cost $134.65 Unrealized
COF CAPITAL ONE FINL CORP COM 0.1%
Value ($000) $242 Shares 1,495 Est. Cost $77.62 Unrealized +94.2%
ACWI ISHARES MSCI ACWI INDEX FUND 0.1%
Value ($000) $238 Shares 2,379 Est. Cost $68.42 Unrealized
IHI ISHARES U.S. MEDICAL DEVICES ETF 0.1%
Value ($000) $237 Shares 3,781 Est. Cost $106.09 Unrealized
DG DOLLAR GEN CORP NEW COM 0.1%
Value ($000) $229 Shares 1,081 Est. Cost $106.87 Unrealized +96.9%
AMP AMERIPRISE FINL INC COM 0.1%
Value ($000) $222 Shares 840 Est. Cost $112.25 Unrealized +118.4%
AEP AMERICAN ELEC PWR CO INC COM 0.1%
Value ($000) $217 Shares 2,679 Est. Cost $66.90 Unrealized +11.1%
IJH ISHARES S&P MIDCAP FUND 0.1%
Value ($000) $210 Shares 800 Est. Cost $178.98 Unrealized
NVDA NVIDIA CORPORATION COM 0.1%
Value ($000) $207 Shares 1,000 Est. Cost $18.42 Unrealized +12.5%
TLT ISHARES 20 YEAR TREASURY BOND ETF 0.1%
Value ($000) $202 Shares 1,400 Est. Cost $163.91 Unrealized
CW CURTISS WRIGHT CORP COM 0.1%
Value ($000) $199 Shares 1,580 Est. Cost $111.72 Unrealized +5.2%
MGC VANGUARD MEGA CAP ETF 0.1%
Value ($000) $198 Shares 1,300 Est. Cost $109.23 Unrealized
PIMCO ENERGY & TACTICAL CR OPP COM SHS BEN INT 0.1%
Value ($000) $190 Shares 15,554 Est. Cost $9.46 Unrealized
CVS CVS HEALTH CORP COM 0.1%
Value ($000) $182 Shares 2,150 Est. Cost $70.26 Unrealized +3.2%
QCLN FIRST TRUST NASDAQ CLEAN EDGE GREEN ENERGY ETF 0.1%
Value ($000) $175 Shares 2,800 Est. Cost $69.49 Unrealized
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 0.0%
Value ($000) $162 Shares 1,226 Est. Cost $95.69 Unrealized
UNP UNION PAC CORP COM 0.0%
Value ($000) $156 Shares 796 Est. Cost $156.85 Unrealized +24.5%
PBD INVESCO GLOBAL CLEAN ENERGY ETF 0.0%
Value ($000) $154 Shares 5,534 Est. Cost $16.82 Unrealized
DTM DT MIDSTREAM INC COMMON STOCK 0.0%
Value ($000) $154 Shares 3,341 Est. Cost $35.96 Unrealized 0.0%
DGRE WISDOMTREE EMERGING MARKETS QUALITY DIVIDEND GROWTH FUND 0.0%
Value ($000) $153 Shares 5,445 Est. Cost $29.50 Unrealized
LBRDK LIBERTY BROADBAND CORP COM SER C 0.0%
Value ($000) $150 Shares 870 Est. Cost $84.31 Unrealized +100.1%
PHG KONINKLIJKE PHILIPS N V NY REGIS SHS NEW 0.0%
Value ($000) $147 Shares 3,307 Est. Cost $36.86 Unrealized
IGRO ISHARES INTERNATIONAL DIVIDEND GROWTH ETF 0.0%
Value ($000) $147 Shares 2,249 Est. Cost $66.67 Unrealized
LLY LILLY ELI & CO COM 0.0%
Value ($000) $144 Shares 625 Est. Cost $123.63 Unrealized +91.4%
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $138 Shares 532 Est. Cost $111.87 Unrealized +153.0%
BA BOEING CO COM 0.0%
Value ($000) $137 Shares 625 Est. Cost $196.79 Unrealized +13.3%
LYFT LYFT INC CL A COM 0.0%
Value ($000) $129 Shares 2,405 Est. Cost $54.63 Unrealized -2.9%
EPD ENTERPRISE PRODS PARTNERS L P COM 0.0%
Value ($000) $118 Shares 5,460 Est. Cost $22.10 Unrealized
OGN ORGANON & CO COMMON STOCK 0.0%
Value ($000) $116 Shares 3,551 Est. Cost $26.93 Unrealized -2.4%
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $112 Shares 1,099 Est. Cost $71.57 Unrealized
BIP BROOKFIELD INFRAST PARTNERS LP LP INT UNIT 0.0%
Value ($000) $109 Shares 1,944 Est. Cost $38.17 Unrealized
JACOBS ENGR GROUP INC COM 0.0%
Value ($000) $106 Shares 800 Est. Cost $133.13 Unrealized
DLS WISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND FUND 0.0%
Value ($000) $104 Shares 1,401 Est. Cost $72.85 Unrealized
DUK DUKE ENERGY CORP NEW COM NEW 0.0%
Value ($000) $103 Shares 1,060 Est. Cost $72.15 Unrealized +20.9%
BSV VANGUARD SHORT-TERM BOND INDEX FUND 0.0%
Value ($000) $102 Shares 1,250 Est. Cost $80.35 Unrealized
VT VANGUARD TOTAL WORLD STOCK INDEX FUND 0.0%
Value ($000) $100 Shares 985 Est. Cost $71.16 Unrealized
PHYS SPROTT PHYSICAL GOLD TR UNIT 0.0%
Value ($000) $97 Shares 7,000 Est. Cost $11.85 Unrealized
CHD CHURCH & DWIGHT INC COM 0.0%
Value ($000) $97 Shares 1,177 Est. Cost $73.17 Unrealized +10.0%
SYY SYSCO CORP COM 0.0%
Value ($000) $96 Shares 1,227 Est. Cost $56.69 Unrealized +19.5%
LIBERTY MEDIA CORP DEL COM C SIRIUSXM 0.0%
Value ($000) $95 Shares 2,000 Est. Cost $37.13 Unrealized
QCOM QUALCOMM INC COM 0.0%
Value ($000) $92 Shares 711 Est. Cost $93.15 Unrealized +38.3%
BLACKROCK INNOVATION AND GRW SHS BEN INT 0.0%
Value ($000) $92 Shares 5,076 Est. Cost $20.37 Unrealized
GVI ISHARES INTERMEDIATE GOVERNMENT/CREDIT BOND ETF 0.0%
Value ($000) $92 Shares 800 Est. Cost $108.75 Unrealized
HSY HERSHEY CO COM 0.0%
Value ($000) $92 Shares 542 Est. Cost $118.80 Unrealized +33.7%
ITW ILLINOIS TOOL WKS INC COM 0.0%
Value ($000) $91 Shares 440 Est. Cost $126.97 Unrealized +59.8%
NUVEEN DOW 30 DYNMC OVERWRT FD SHS 0.0%
Value ($000) $90 Shares 5,355 Est. Cost $15.90 Unrealized
TAN INVESCO SOLAR ETF 0.0%
Value ($000) $89 Shares 1,110 Est. Cost $96.31 Unrealized
HYEM VANECK EMERGING MARKETS HIGH YIELD BOND ETF 0.0%
Value ($000) $88 Shares 3,810 Est. Cost $23.64 Unrealized
EASG XTRACKERS MSCI EAFE ESG LEADERS EQUITY ETF 0.0%
Value ($000) $87 Shares 2,820 Est. Cost $26.48 Unrealized
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $86 Shares 1,138 Est. Cost $57.56 Unrealized +24.5%
TSLA TESLA INC COM 0.0%
Value ($000) $85 Shares 110 Est. Cost $167.58 Unrealized +40.4%
BLACKROCK INC COM 0.0%
Value ($000) $84 Shares 100 Est. Cost $720.00 Unrealized
CANADIAN PAC RY LTD COM 0.0%
Value ($000) $83 Shares 1,280 Est. Cost $96.41 Unrealized
CLX CLOROX CO DEL COM 0.0%
Value ($000) $83 Shares 500 Est. Cost $126.52 Unrealized +18.1%
VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND 0.0%
Value ($000) $82 Shares 535 Est. Cost $146.45 Unrealized
IWP ISHARES RUSSELL MID-CAP GROWTH ETF 0.0%
Value ($000) $81 Shares 720 Est. Cost $102.78 Unrealized
STZ CONSTELLATION BRANDS INC CL A 0.0%
Value ($000) $81 Shares 385 Est. Cost $175.20 Unrealized +15.7%
MUB ISHARES NATIONAL MUNI BOND ETF 0.0%
Value ($000) $81 Shares 695 Est. Cost $116.88 Unrealized
L LOEWS CORP COM 0.0%
Value ($000) $81 Shares 1,500 Est. Cost $45.69 Unrealized +17.0%
SPH SUBURBAN PROPANE PARTNERS L P UNIT LTD PARTN 0.0%
Value ($000) $77 Shares 5,044 Est. Cost $23.09 Unrealized
ARGO GROUP INTL HLDGS LTD COM 0.0%
Value ($000) $76 Shares 1,459 Est. Cost $74.02 Unrealized
PG PROCTER AND GAMBLE CO COM 0.0%
Value ($000) $75 Shares 535 Est. Cost $110.89 Unrealized +14.8%
CVX CHEVRON CORP NEW COM 0.0%
Value ($000) $74 Shares 730 Est. Cost $87.09 Unrealized -4.3%
SO SOUTHERN CO COM 0.0%
Value ($000) $72 Shares 1,162 Est. Cost $46.20 Unrealized +18.4%
DE DEERE & CO COM 0.0%
Value ($000) $72 Shares 215 Est. Cost $307.48 Unrealized +10.4%
IHDG WISDOMTREE INTERNATIONAL HEDGED QUALITY DIVIDEND GROWTH FUND 0.0%
Value ($000) $71 Shares 1,640 Est. Cost $37.46 Unrealized
IGIB ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $70 Shares 1,168 Est. Cost $61.64 Unrealized
KLAC KLA CORP COM NEW 0.0%
Value ($000) $67 Shares 200 Est. Cost $318.72 Unrealized 0.0%
IEFA ISHARES CORE MSCI EAFE ETF 0.0%
Value ($000) $66 Shares 883 Est. Cost $53.88 Unrealized
FPE FIRST TRUST PREFERRED SECURITIES AND INCOME ETF 0.0%
Value ($000) $66 Shares 3,200 Est. Cost $18.25 Unrealized
WPC WP CAREY INC COM 0.0%
Value ($000) $63 Shares 869 Est. Cost $81.70 Unrealized
MFEM PIMCO RAFI DYNAMIC MULTI-FACTOR EMERGING MARKETS EQUITY ETF 0.0%
Value ($000) $63 Shares 2,149 Est. Cost $20.69 Unrealized
CINF CINCINNATI FINL CORP COM 0.0%
Value ($000) $61 Shares 530 Est. Cost $64.67 Unrealized +64.2%
WM WASTE MGMT INC DEL COM 0.0%
Value ($000) $60 Shares 400 Est. Cost $120.00 Unrealized +16.4%
BMO BANK MONTREAL QUE COM 0.0%
Value ($000) $60 Shares 600 Est. Cost $54.72 Unrealized +53.4%
AMT AMERICAN TOWER CORP NEW COM 0.0%
Value ($000) $60 Shares 225 Est. Cost $197.76 Unrealized +25.7%
GDX VANECK GOLD MINERS ETF 0.0%
Value ($000) $59 Shares 2,003 Est. Cost $33.86 Unrealized
CSX CSX CORP COM 0.0%
Value ($000) $58 Shares 1,954 Est. Cost $27.87 Unrealized +8.2%
EATON VANCE RISK-MANAGED DIVER COM 0.0%
Value ($000) $58 Shares 5,441 Est. Cost $9.37 Unrealized
DEO DIAGEO PLC SPON ADR NEW 0.0%
Value ($000) $58 Shares 300 Est. Cost $141.00 Unrealized
GE GENERAL ELECTRIC CO COM NEW 0.0%
Value ($000) $56 Shares 545 Est. Cost $62.95 Unrealized 0.0%
ROYAL DUTCH SHELL PLC SPONS ADR A 0.0%
Value ($000) $54 Shares 1,208 Est. Cost $61.95 Unrealized
QYLD GLOBAL X NASDAQ 100 COVERED CALL ETF 0.0%
Value ($000) $54 Shares 2,470 Est. Cost $22.17 Unrealized
DISCOVERY INC COM SER C 0.0%
Value ($000) $54 Shares 2,220 Est. Cost $22.97 Unrealized
CAG CONAGRA BRANDS INC COM 0.0%
Value ($000) $54 Shares 1,600 Est. Cost $24.80 Unrealized +11.3%
TSCO TRACTOR SUPPLY CO COM 0.0%
Value ($000) $53 Shares 262 Est. Cost $29.45 Unrealized +22.2%
SCHB SCHWAB U.S. BROAD MARKET ETF 0.0%
Value ($000) $53 Shares 512 Est. Cost $72.12 Unrealized
MKC MCCORMICK & CO INC COM NON VTG 0.0%
Value ($000) $53 Shares 660 Est. Cost $82.04 Unrealized -4.9%
EATON VANCE TAX-MANAGED BUY- W COM 0.0%
Value ($000) $53 Shares 3,301 Est. Cost $14.95 Unrealized
XYLD GLOBAL X S&P 500 COVERED CALL ETF 0.0%
Value ($000) $53 Shares 1,085 Est. Cost $49.38 Unrealized
KADMON HLDGS INC COM 0.0%
Value ($000) $52 Shares 6,000 Est. Cost $4.14 Unrealized
INTF ISHARES MSCI INTL MULTIFACTOR ETF 0.0%
Value ($000) $52 Shares 1,790 Est. Cost $22.75 Unrealized
CORESITE RLTY CORP COM 0.0%
Value ($000) $50 Shares 360 Est. Cost $104.02 Unrealized
SHE SPDR SSGA GENDER DIVERSITY INDEX ETF 0.0%
Value ($000) $50 Shares 500 Est. Cost $68.00 Unrealized
EEMS ISHARES MSCI EMERGING MARKETS SMALL-CAP ETF 0.0%
Value ($000) $49 Shares 807 Est. Cost $38.41 Unrealized
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $47 Shares 1,270 Est. Cost $30.41 Unrealized +0.4%
DGX QUEST DIAGNOSTICS INC COM 0.0%
Value ($000) $46 Shares 320 Est. Cost $99.37 Unrealized +35.3%
DOC HEALTHPEAK PROPERTIES INC COM 0.0%
Value ($000) $45 Shares 1,334 Est. Cost $25.30 Unrealized +10.2%
TTD THE TRADE DESK INC COM CL A 0.0%
Value ($000) $45 Shares 640 Est. Cost $65.24 Unrealized +18.5%
EWD ISHARES MSCI SWEDEN ETF 0.0%
Value ($000) $45 Shares 1,000 Est. Cost $45.00 Unrealized
LMBS FIRST TRUST LOW DURATION MORTGAGE OPPORTUNITIES ETF 0.0%
Value ($000) $45 Shares 883 Est. Cost $51.08 Unrealized
SPYX SPDR S&P 500 FOSSIL FUEL RESERVES FREE ETF 0.0%
Value ($000) $44 Shares 410 Est. Cost $82.00 Unrealized
SPIB SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF 0.0%
Value ($000) $44 Shares 1,200 Est. Cost $33.33 Unrealized
SAGE THERAPEUTICS INC COM 0.0%
Value ($000) $44 Shares 1,000 Est. Cost $44.00 Unrealized
GLAXOSMITHKLINE PLC SPONSORED ADR 0.0%
Value ($000) $44 Shares 1,150 Est. Cost $40.81 Unrealized
ALDX ALDEYRA THERAPEUTICS INC COM 0.0%
Value ($000) $44 Shares 5,000 Est. Cost $10.52 Unrealized -12.8%
RYLD GLOBAL X RUSSELL 2000 COVERED CALL ETF 0.0%
Value ($000) $44 Shares 1,785 Est. Cost $25.41 Unrealized
VPL VANGUARD FTSE PACIFIC ETF 0.0%
Value ($000) $43 Shares 529 Est. Cost $54.82 Unrealized
QQEW FIRST TRUST NASDAQ-100 EQUAL WEIGHTED INDEX FUND 0.0%
Value ($000) $41 Shares 368 Est. Cost $111.41 Unrealized
KNG FT CBOE VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF 0.0%
Value ($000) $41 Shares 794 Est. Cost $50.76 Unrealized
VIACOMCBS INC CL B 0.0%
Value ($000) $40 Shares 1,020 Est. Cost $42.16 Unrealized
SLYG SPDR S&P 600 SMALL CAP GROWTH ETF 0.0%
Value ($000) $40 Shares 459 Est. Cost $54.67 Unrealized
BNS BANK NOVA SCOTIA B C COM 0.0%
Value ($000) $40 Shares 650 Est. Cost $35.42 Unrealized +39.5%
VGK VANGUARD FTSE EUROPE ETF 0.0%
Value ($000) $39 Shares 600 Est. Cost $47.50 Unrealized
DOW DOW INC COM 0.0%
Value ($000) $38 Shares 667 Est. Cost $32.94 Unrealized +45.1%
VFH VANGUARD FINANCIALS INDEX FUND 0.0%
Value ($000) $37 Shares 399 Est. Cost $90.26 Unrealized
LIBERTY GLOBAL PLC SHS CL C 0.0%
Value ($000) $37 Shares 1,245 Est. Cost $20.60 Unrealized
GDXJ VANECK JUNIOR GOLD MINERS ETF 0.0%
Value ($000) $37 Shares 960 Est. Cost $47.18 Unrealized
NVO NOVO-NORDISK A S ADR 0.0%
Value ($000) $36 Shares 370 Est. Cost $50.34 Unrealized
NKE NIKE INC CL B 0.0%
Value ($000) $36 Shares 246 Est. Cost $95.94 Unrealized +59.0%
KELLOGG CO COM 0.0%
Value ($000) $35 Shares 540 Est. Cost $51.06 Unrealized +0.6%
NGM BIOPHARMACEUTICALS INC COM 0.0%
Value ($000) $34 Shares 1,600 Est. Cost $30.00 Unrealized
LINDE PLC SHS 0.0%
Value ($000) $34 Shares 115 Est. Cost $266.16 Unrealized
ARKK ARK INNOVATION ETF 0.0%
Value ($000) $34 Shares 307 Est. Cost $117.37 Unrealized
FLRN SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF 0.0%
Value ($000) $33 Shares 1,074 Est. Cost $30.30 Unrealized
EFA ISHARES MSCI EAFE ETF 0.0%
Value ($000) $33 Shares 422 Est. Cost $69.16 Unrealized
ADP AUTOMATIC DATA PROCESSING INC COM 0.0%
Value ($000) $33 Shares 163 Est. Cost $171.05 Unrealized +9.7%
FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF 0.0%
Value ($000) $33 Shares 280 Est. Cost $82.14 Unrealized
STPZ PIMCO 1-5 YEAR U.S. TIPS INDEX EXCHANGE-TRADED FUND 0.0%
Value ($000) $32 Shares 588 Est. Cost $51.02 Unrealized
SDOG ALPS SECTOR DIVIDEND DOGS ETF 0.0%
Value ($000) $32 Shares 628 Est. Cost $37.85 Unrealized
PGR PROGRESSIVE CORP COM 0.0%
Value ($000) $32 Shares 349 Est. Cost $56.58 Unrealized +50.8%
XHB SPDR S&P HOMEBUILDERS ETF 0.0%
Value ($000) $32 Shares 450 Est. Cost $73.33 Unrealized
SLYV SPDR S&P 600 SMALL CAP VALUE ETF 0.0%
Value ($000) $32 Shares 389 Est. Cost $53.80 Unrealized
WTRG ESSENTIAL UTILS INC COM 0.0%
Value ($000) $32 Shares 705 Est. Cost $47.24 Unrealized +2.5%
O REALTY INCOME CORP COM 0.0%
Value ($000) $32 Shares 500 Est. Cost $53.81 Unrealized 0.0%
TRV TRAVELERS COMPANIES INC COM 0.0%
Value ($000) $31 Shares 202 Est. Cost $113.98 Unrealized +24.4%
MDYV SPDR S&P 400 MID CAP VALUE ETF 0.0%
Value ($000) $31 Shares 464 Est. Cost $44.55 Unrealized
SDY SPDR S&P DIVIDEND ETF 0.0%
Value ($000) $31 Shares 266 Est. Cost $105.91 Unrealized
LIBERTY MEDIA CORP DEL COM A SIRIUSXM 0.0%
Value ($000) $30 Shares 630 Est. Cost $37.76 Unrealized
GNRC GENERAC HLDGS INC COM 0.0%
Value ($000) $30 Shares 73 Est. Cost $103.83 Unrealized +312.5%
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $29 Shares 280 Est. Cost $50.17 Unrealized +103.7%
EATON VANCE TAX-MANAGED DIVERS COM 0.0%
Value ($000) $29 Shares 2,103 Est. Cost $11.89 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $28 Shares 750 Est. Cost $37.33 Unrealized
DVY ISHARES SELECT DIVIDEND ETF 0.0%
Value ($000) $28 Shares 240 Est. Cost $118.06 Unrealized
MSCI MSCI INC COM 0.0%
Value ($000) $28 Shares 45 Est. Cost $343.86 Unrealized +69.6%
SPLV INVESCO S&P 500 LOW VOLATILITY ETF 0.0%
Value ($000) $28 Shares 462 Est. Cost $48.46 Unrealized
INTU INTUIT COM 0.0%
Value ($000) $27 Shares 50 Est. Cost $361.62 Unrealized +45.0%
ABBNY ABB LTD SPONSORED ADR 0.0%
Value ($000) $27 Shares 806 Est. Cost $18.61 Unrealized
HYGH ISHARES INTEREST RATE HEDGED HIGH YIELD BOND ETF 0.0%
Value ($000) $26 Shares 297 Est. Cost $87.29 Unrealized
LBRDA LIBERTY BROADBAND CORP COM SER A 0.0%
Value ($000) $26 Shares 157 Est. Cost $75.26 Unrealized +117.5%
SCHC SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF 0.0%
Value ($000) $26 Shares 616 Est. Cost $29.04 Unrealized
DLTH DULUTH HLDGS INC COM CL B 0.0%
Value ($000) $26 Shares 1,900 Est. Cost $8.12 Unrealized +96.5%
EATON VANCE TAX-ADVANTAGED GLO COM 0.0%
Value ($000) $25 Shares 827 Est. Cost $24.18 Unrealized
PNW PINNACLE WEST CAP CORP COM 0.0%
Value ($000) $25 Shares 350 Est. Cost $66.03 Unrealized -1.2%
ISHARES IBONDS DEC 2024 TERM MUNI BOND ETF 0.0%
Value ($000) $25 Shares 924 Est. Cost $27.06 Unrealized
LW LAMB WESTON HLDGS INC COM 0.0%
Value ($000) $25 Shares 400 Est. Cost $65.33 Unrealized -3.8%
PFFV GLOBAL X VARIABLE RATE PREFERRED ETF 0.0%
Value ($000) $25 Shares 900 Est. Cost $27.78 Unrealized
AAL AMERICAN AIRLS GROUP INC COM 0.0%
Value ($000) $25 Shares 1,194 Est. Cost $18.30 Unrealized +10.7%
LBTYAUSD LIBERTY GLOBAL PLC SHS CL A 0.0%
Value ($000) $24 Shares 806 Est. Cost $21.51 Unrealized
PLD PROLOGIS INC. COM 0.0%
Value ($000) $24 Shares 195 Est. Cost $108.29 Unrealized +5.4%
BHP BHP GROUP LTD SPONSORED ADS 0.0%
Value ($000) $24 Shares 449 Est. Cost $49.00 Unrealized
FDLO FIDELITY LOW VOLATILITY FACTOR ETF 0.0%
Value ($000) $24 Shares 500 Est. Cost $36.64 Unrealized
KOMP SPDR S&P KENSHO NEW ECONOMIES COMPOSITE ETF 0.0%
Value ($000) $24 Shares 400 Est. Cost $35.00 Unrealized
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.0%
Value ($000) $24 Shares 613 Est. Cost $26.10 Unrealized
TDOC TELADOC HEALTH INC COM 0.0%
Value ($000) $23 Shares 182 Est. Cost $162.03 Unrealized -10.1%
GM GENERAL MTRS CO COM 0.0%
Value ($000) $23 Shares 434 Est. Cost $28.15 Unrealized +82.2%
SPHD INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF 0.0%
Value ($000) $22 Shares 521 Est. Cost $32.63 Unrealized
SCHX SCHWAB U.S. LARGE-CAP ETF 0.0%
Value ($000) $22 Shares 207 Est. Cost $60.69 Unrealized
VGT VANGUARD INFORMATION TECHNOLOGY INDEX FUND 0.0%
Value ($000) $21 Shares 52 Est. Cost $307.69 Unrealized
PPL PPL CORP COM 0.0%
Value ($000) $21 Shares 750 Est. Cost $25.20 Unrealized -2.4%
JOE ST JOE CO COM 0.0%
Value ($000) $21 Shares 501 Est. Cost $44.04 Unrealized 0.0%
BEEM BEAM GLOBAL COM 0.0%
Value ($000) $21 Shares 770 Est. Cost $36.44 Unrealized -18.4%
AMGN AMGEN INC COM 0.0%
Value ($000) $21 Shares 100 Est. Cost $167.62 Unrealized +19.5%
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.0%
Value ($000) $20 Shares 265 Est. Cost $75.65 Unrealized
G1 THERAPEUTICS INC COM 0.0%
Value ($000) $20 Shares 1,500 Est. Cost $22.00 Unrealized
SOXX ISHARES SEMICONDUCTOR FUND 0.0%
Value ($000) $20 Shares 45 Est. Cost $403.55 Unrealized
AVA AVISTA CORP COM 0.0%
Value ($000) $20 Shares 500 Est. Cost $36.84 Unrealized -7.7%
ETFMG ALTERNATIVE HARVEST ETF 0.0%
Value ($000) $19 Shares 1,354 Est. Cost $32.17 Unrealized
PAVE GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF 0.0%
Value ($000) $19 Shares 730 Est. Cost $26.03 Unrealized
PSK SPDR ICE PREFERRED SECURITIES ETF 0.0%
Value ($000) $19 Shares 435 Est. Cost $39.75 Unrealized
AWK AMERICAN WTR WKS CO INC NEW COM 0.0%
Value ($000) $19 Shares 109 Est. Cost $86.27 Unrealized +85.4%
PAWZ PROSHARES PET CARE ETF 0.0%
Value ($000) $19 Shares 250 Est. Cost $72.00 Unrealized
PBW INVESCO WILDERHILL CLEAN ENERGY ETF 0.0%
Value ($000) $19 Shares 250 Est. Cost $28.00 Unrealized
VOYA GLBL EQTY DIV & PREM OPP COM 0.0%
Value ($000) $18 Shares 3,000 Est. Cost $6.00 Unrealized
C CITIGROUP INC COM NEW 0.0%
Value ($000) $18 Shares 257 Est. Cost $40.41 Unrealized +47.7%
FTXR FIRST TRUST NASDAQ TRANSPORTATION ETF 0.0%
Value ($000) $18 Shares 580 Est. Cost $34.48 Unrealized
XLU UTILITIES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $17 Shares 260 Est. Cost $56.00 Unrealized
BROOKFIELD ASSET MGMT REINS PA CL A EXCH LT VTG 0.0%
Value ($000) $17 Shares 297 Est. Cost $57.24 Unrealized
EMB ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETF 0.0%
Value ($000) $17 Shares 150 Est. Cost $116.61 Unrealized
BK BANK NEW YORK MELLON CORP COM 0.0%
Value ($000) $17 Shares 337 Est. Cost $42.09 Unrealized +9.0%
DON WISDOMTREE U.S. MIDCAP DIVIDEND FUND 0.0%
Value ($000) $17 Shares 409 Est. Cost $26.89 Unrealized
MSI MOTOROLA SOLUTIONS INC COM NEW 0.0%
Value ($000) $16 Shares 70 Est. Cost $188.81 Unrealized +16.6%
CALAMOS LNG SHR EQT DYNAMIC TR COM 0.0%
Value ($000) $16 Shares 765 Est. Cost $20.92 Unrealized
SEAGEN INC COM 0.0%
Value ($000) $16 Shares 93 Est. Cost $193.55 Unrealized
GAMCO GLOBAL GOLD NAT RES & COM SH BEN INT 0.0%
Value ($000) $16 Shares 4,417 Est. Cost $3.47 Unrealized
HRI HERC HLDGS INC COM 0.0%
Value ($000) $16 Shares 100 Est. Cost $107.04 Unrealized +9.0%
VKTX VIKING THERAPEUTICS INC COM 0.0%
Value ($000) $16 Shares 2,500 Est. Cost $6.06 Unrealized +2.0%
ZM ZOOM VIDEO COMMUNICATIONS INC CL A 0.0%
Value ($000) $16 Shares 60 Est. Cost $179.93 Unrealized +87.4%
ISCF ISHARES MSCI INTL SMALL-CAP MULTIFACTOR ETF 0.0%
Value ($000) $16 Shares 438 Est. Cost $27.26 Unrealized
UPST UPSTART HLDGS INC COM 0.0%
Value ($000) $16 Shares 50 Est. Cost $123.07 Unrealized +60.3%
SNY SANOFI SPONSORED ADR 0.0%
Value ($000) $16 Shares 325 Est. Cost $47.78 Unrealized
ARTY ISHARES ROBOTICS AND ARTIFICIAL INTELLIGENCE MULTISECTOR ETF 0.0%
Value ($000) $16 Shares 371 Est. Cost $26.95 Unrealized
NIO NIO INC SPON ADS 0.0%
Value ($000) $16 Shares 450 Est. Cost $42.20 Unrealized
XEL XCEL ENERGY INC COM 0.0%
Value ($000) $16 Shares 250 Est. Cost $53.02 Unrealized +10.4%
TRNS TRANSCAT INC COM 0.0%
Value ($000) $16 Shares 250 Est. Cost $30.00 Unrealized +112.7%
LIBERTY MEDIA CORP DEL COM SER C FRMLA 0.0%
Value ($000) $16 Shares 315 Est. Cost $31.29 Unrealized
AB ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN 0.0%
Value ($000) $16 Shares 319 Est. Cost $39.31 Unrealized
CEF SPROTT PHYSICAL GOLD & SILVER TR UNIT 0.0%
Value ($000) $15 Shares 900 Est. Cost $12.22 Unrealized
OXY OCCIDENTAL PETE CORP COM 0.0%
Value ($000) $15 Shares 500 Est. Cost $14.81 Unrealized +69.9%
BBU BROOKFIELD BUSINESS PARTNERS L UNIT LTD L P 0.0%
Value ($000) $15 Shares 324 Est. Cost $30.97 Unrealized
TTWO TAKE-TWO INTERACTIVE SOFTWARE COM 0.0%
Value ($000) $15 Shares 100 Est. Cost $179.86 Unrealized -9.9%
MA MASTERCARD INCORPORATED CL A 0.0%
Value ($000) $15 Shares 44 Est. Cost $266.70 Unrealized +33.0%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.0%
Value ($000) $15 Shares 294 Est. Cost $33.61 Unrealized
CBRL CRACKER BARREL OLD CTRY STORE COM 0.0%
Value ($000) $14 Shares 100 Est. Cost $131.95 Unrealized -12.5%
WMT WALMART INC COM 0.0%
Value ($000) $14 Shares 100 Est. Cost $43.81 Unrealized +3.8%
IBMO ISHARES IBONDS DEC 2026 TERM MUNI BOND ETF 0.0%
Value ($000) $13 Shares 490 Est. Cost $26.53 Unrealized
BROOKFIELD INFRASTRUCTURE CORP COM SB VTG SHS A 0.0%
Value ($000) $13 Shares 216 Est. Cost $33.83 Unrealized
IQDF FLEXSHARES INTERNATIONAL QUALITY DIVIDEND INDEX FUND 0.0%
Value ($000) $13 Shares 518 Est. Cost $19.31 Unrealized
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $13 Shares 186 Est. Cost $30.72 Unrealized +60.5%
ICUI ICU MED INC COM 0.0%
Value ($000) $13 Shares 54 Est. Cost $205.72 Unrealized +1.9%
MORT VANECK MORTGAGE REIT INCOME ETF 0.0%
Value ($000) $13 Shares 665 Est. Cost $13.29 Unrealized
HELIUS MED TECHNOLOGIES INC COM CL A NEW 0.0%
Value ($000) $12 Shares 849 Est. Cost $16.77 Unrealized
ARKW ARK NEXT GENERATION INTERNET ETF 0.0%
Value ($000) $12 Shares 90 Est. Cost $146.81 Unrealized
TPR TAPESTRY INC COM 0.0%
Value ($000) $12 Shares 312 Est. Cost $39.42 Unrealized -7.6%
EME EMCOR GROUP INC COM 0.0%
Value ($000) $12 Shares 100 Est. Cost $120.11 Unrealized -1.7%
VIGI VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF 0.0%
Value ($000) $12 Shares 141 Est. Cost $63.83 Unrealized
BOTZ GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE THEMATIC ETF 0.0%
Value ($000) $11 Shares 300 Est. Cost $22.86 Unrealized
WEN WENDYS CO COM 0.0%
Value ($000) $11 Shares 500 Est. Cost $22.96 Unrealized -0.7%
SCHW SCHWAB CHARLES CORP COM 0.0%
Value ($000) $11 Shares 157 Est. Cost $40.14 Unrealized +67.9%
CC CHEMOURS CO COM 0.0%
Value ($000) $11 Shares 370 Est. Cost $26.86 Unrealized +3.0%
WMB WILLIAMS COS INC COM 0.0%
Value ($000) $11 Shares 406 Est. Cost $20.42 Unrealized -0.1%
NUVEEN NASDAQ 100 DYNAMIC OVER COM SHS 0.0%
Value ($000) $11 Shares 400 Est. Cost $27.25 Unrealized
KNX KNIGHT-SWIFT TRANSN HLDGS INC CL A 0.0%
Value ($000) $11 Shares 209 Est. Cost $29.69 Unrealized +61.2%
FE FIRSTENERGY CORP COM 0.0%
Value ($000) $10 Shares 285 Est. Cost $31.23 Unrealized +1.7%
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $10 Shares 111 Est. Cost $62.82 Unrealized +45.2%
EATON VANCE TAX-MANAGED GLOBAL COM 0.0%
Value ($000) $10 Shares 951 Est. Cost $7.36 Unrealized
MTCH MATCH GROUP INC NEW COM 0.0%
Value ($000) $10 Shares 66 Est. Cost $146.86 Unrealized +1.3%
BAB INVESCO TAXABLE MUNICIPAL BOND ETF 0.0%
Value ($000) $10 Shares 300 Est. Cost $30.00 Unrealized
EXPE EXPEDIA GROUP INC COM NEW 0.0%
Value ($000) $10 Shares 64 Est. Cost $129.93 Unrealized +18.0%
NUVEEN FLOATING RATE INCOME OP COM SHS 0.0%
Value ($000) $10 Shares 1,040 Est. Cost $7.62 Unrealized
PSX PHILLIPS 66 COM 0.0%
Value ($000) $10 Shares 143 Est. Cost $61.74 Unrealized -0.8%
MAR MARRIOTT INTL INC NEW CL A 0.0%
Value ($000) $10 Shares 67 Est. Cost $119.60 Unrealized +12.6%
COLD AMERICOLD RLTY TR COM 0.0%
Value ($000) $10 Shares 331 Est. Cost $36.92 Unrealized
VCSH VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND 0.0%
Value ($000) $10 Shares 126 Est. Cost $79.37 Unrealized
BLACKROCK SCIENCE & TECHNOLOGY SHS 0.0%
Value ($000) $10 Shares 185 Est. Cost $54.05 Unrealized
SCHH SCHWAB U.S. REIT ETF 0.0%
Value ($000) $10 Shares 215 Est. Cost $41.33 Unrealized
ABUS ARBUTUS BIOPHARMA CORP COM 0.0%
Value ($000) $9 Shares 2,000 Est. Cost $3.50 Unrealized -4.8%
PIMCO CORPORATE & INCOME OPPOR COM 0.0%
Value ($000) $9 Shares 481 Est. Cost $12.47 Unrealized
DISCOVERY INC COM SER A 0.0%
Value ($000) $9 Shares 370 Est. Cost $24.32 Unrealized
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $9 Shares 100 Est. Cost $75.34 Unrealized +7.3%
PRU PRUDENTIAL FINL INC COM 0.0%
Value ($000) $9 Shares 86 Est. Cost $56.99 Unrealized +46.4%
AGCO AGCO CORP COM 0.0%
Value ($000) $9 Shares 77 Est. Cost $105.19 Unrealized +7.5%
SMG SCOTTS MIRACLE-GRO CO CL A 0.0%
Value ($000) $8 Shares 56 Est. Cost $60.82 Unrealized +125.8%
BLUESTAR ISRAEL TECHNOLOGY ETF 0.0%
Value ($000) $8 Shares 125 Est. Cost $40.00 Unrealized
NRG NRG ENERGY INC COM NEW 0.0%
Value ($000) $8 Shares 184 Est. Cost $32.08 Unrealized +17.2%
VTRS VIATRIS INC COM 0.0%
Value ($000) $8 Shares 565 Est. Cost $13.11 Unrealized -10.6%
NBIX NEUROCRINE BIOSCIENCES INC COM 0.0%
Value ($000) $8 Shares 83 Est. Cost $82.11 Unrealized +15.0%
CME CME GROUP INC COM 0.0%
Value ($000) $8 Shares 41 Est. Cost $161.57 Unrealized +4.7%
BLACKROCK CR ALLOCATION INCOME COM 0.0%
Value ($000) $8 Shares 501 Est. Cost $11.98 Unrealized
IXJ ISHARES GLOBAL HEALTHCARE ETF 0.0%
Value ($000) $8 Shares 100 Est. Cost $55.00 Unrealized
EBAY EBAY INC. COM 0.0%
Value ($000) $8 Shares 117 Est. Cost $49.14 Unrealized +34.6%
TDIV FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND 0.0%
Value ($000) $7 Shares 125 Est. Cost $56.00 Unrealized
XMMO INVESCO S&P MIDCAP MOMENTUM ETF 0.0%
Value ($000) $7 Shares 88 Est. Cost $85.37 Unrealized
MRTN MARTEN TRANS LTD COM 0.0%
Value ($000) $7 Shares 459 Est. Cost $10.37 Unrealized +38.4%
EXC EXELON CORP COM 0.0%
Value ($000) $7 Shares 149 Est. Cost $24.94 Unrealized +17.5%
ACWV ISHARES MSCI GLOBAL MIN VOL FACTOR ETF 0.0%
Value ($000) $7 Shares 72 Est. Cost $97.22 Unrealized
CDP CORPORATE OFFICE PPTYS TR SH BEN INT 0.0%
Value ($000) $7 Shares 275 Est. Cost $21.82 Unrealized
MERITOR INC COM 0.0%
Value ($000) $7 Shares 320 Est. Cost $28.13 Unrealized
LIBERTY MEDIA CORP DEL COM SER A FRMLA 0.0%
Value ($000) $7 Shares 157 Est. Cost $30.81 Unrealized
CEMB ISHARES J.P. MORGAN EM CORPORATE BOND ETF 0.0%
Value ($000) $6 Shares 118 Est. Cost $42.37 Unrealized
CPNG COUPANG INC CL A 0.0%
Value ($000) $6 Shares 220 Est. Cost $40.95 Unrealized -15.6%
DRAFTKINGS INC COM CL A 0.0%
Value ($000) $6 Shares 130 Est. Cost $59.00 Unrealized
FREL FIDELITY MSCI REAL ESTATE INDEX ETF 0.0%
Value ($000) $6 Shares 206 Est. Cost $19.42 Unrealized
VFC V F CORP COM 0.0%
Value ($000) $6 Shares 95 Est. Cost $85.42 Unrealized -10.2%
EMHY ISHARES J.P. MORGAN EM HIGH YIELD BOND ETF 0.0%
Value ($000) $6 Shares 125 Est. Cost $40.00 Unrealized
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $6 Shares 133 Est. Cost $44.70 Unrealized -7.0%
EPC EDGEWELL PERS CARE CO COM 0.0%
Value ($000) $6 Shares 156 Est. Cost $37.98 Unrealized 0.0%
FDHY FIDELITY HIGH YIELD FACTOR ETF 0.0%
Value ($000) $6 Shares 111 Est. Cost $47.81 Unrealized
ETN EATON CORP PLC SHS 0.0%
Value ($000) $5 Shares 35 Est. Cost $118.94 Unrealized +25.5%
PIMCO CORPORATE & INCM STRG FD COM 0.0%
Value ($000) $5 Shares 276 Est. Cost $14.49 Unrealized
TU TELUS CORPORATION COM 0.0%
Value ($000) $5 Shares 225 Est. Cost $21.68 Unrealized +4.0%
SCHE SCHWAB EMERGING MARKETS EQUITY ETF 0.0%
Value ($000) $5 Shares 179 Est. Cost $22.35 Unrealized
BLACK KNIGHT INC COM 0.0%
Value ($000) $5 Shares 70 Est. Cost $43.25 Unrealized
FIRST TR SR FLTG RATE INCOME F COM 0.0%
Value ($000) $5 Shares 400 Est. Cost $10.00 Unrealized
SNDR SCHNEIDER NATIONAL INC CL B 0.0%
Value ($000) $5 Shares 226 Est. Cost $23.38 Unrealized -5.5%
FDD FIRST TRUST DOW JONES STOXX EUROPEAN SELECT DIVIDEND INDEX FUND 0.0%
Value ($000) $4 Shares 320 Est. Cost $15.63 Unrealized
NTNX NUTANIX INC CL A 0.0%
Value ($000) $4 Shares 109 Est. Cost $29.53 Unrealized +28.0%
RIGEL PHARMACEUTICALS INC COM NEW 0.0%
Value ($000) $4 Shares 1,000 Est. Cost $3.00 Unrealized
UNM UNUM GROUP COM 0.0%
Value ($000) $4 Shares 150 Est. Cost $20.68 Unrealized +28.0%
BXP BOSTON PROPERTIES INC COM 0.0%
Value ($000) $4 Shares 40 Est. Cost $68.07 Unrealized +32.6%
TFX TELEFLEX INCORPORATED COM 0.0%
Value ($000) $4 Shares 10 Est. Cost $244.39 Unrealized +54.6%
SKECHERS U S A INC CL A 0.0%
Value ($000) $4 Shares 100 Est. Cost $20.00 Unrealized
AOA ISHARES CORE AGGRESSIVE ALLOCATION ETF 0.0%
Value ($000) $4 Shares 63 Est. Cost $47.62 Unrealized
IAC IAC INTERACTIVECORP NEW COM NEW 0.0%
Value ($000) $4 Shares 31 Est. Cost $129.53 Unrealized -14.9%
PRAA PRA GROUP INC COM 0.0%
Value ($000) $4 Shares 100 Est. Cost $34.84 Unrealized +14.4%
GAMIDA CELL LTD SHS 0.0%
Value ($000) $4 Shares 1,000 Est. Cost $4.00 Unrealized
LILAK LIBERTY LATIN AMERICA LTD COM CL C 0.0%
Value ($000) $3 Shares 216 Est. Cost $16.97 Unrealized -19.5%
ATON PORTAGE BIOTECH INC COM 0.0%
Value ($000) $3 Shares 150 Est. Cost $377.13 Unrealized 0.0%
STORE CAP CORP COM 0.0%
Value ($000) $3 Shares 100 Est. Cost $30.00 Unrealized
XSHD INVESCO S&P SMALLCAP HIGH DIVIDEND LOW VOLATILITY ETF 0.0%
Value ($000) $3 Shares 150 Est. Cost $13.33 Unrealized
EA ELECTRONIC ARTS INC COM 0.0%
Value ($000) $3 Shares 20 Est. Cost $96.52 Unrealized +42.0%
GPN GLOBAL PMTS INC COM 0.0%
Value ($000) $3 Shares 20 Est. Cost $190.76 Unrealized -12.6%
BIL SPDR BLOOMBERG 1-3 MONTH T-BILL ETF 0.0%
Value ($000) $3 Shares 34 Est. Cost $90.20 Unrealized
DBX DROPBOX INC CL A 0.0%
Value ($000) $3 Shares 100 Est. Cost $23.10 Unrealized +34.4%
CMPS COMPASS PATHWAYS PLC SPONSORED ADS 0.0%
Value ($000) $3 Shares 100 Est. Cost $40.00 Unrealized
MFS MULTIMARKET INCOME TR SH BEN INT 0.0%
Value ($000) $3 Shares 518 Est. Cost $5.79 Unrealized
LIBERTY MEDIA CORP DEL COM C BRAVES GRP 0.0%
Value ($000) $3 Shares 126 Est. Cost $27.67 Unrealized
HBIO HARVARD BIOSCIENCE INC COM 0.0%
Value ($000) $3 Shares 500 Est. Cost $7.07 Unrealized +12.5%
ARKQ ARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETF 0.0%
Value ($000) $3 Shares 40 Est. Cost $75.00 Unrealized
AOM ISHARES MODERATE ALLOCATION FUND 0.0%
Value ($000) $3 Shares 58 Est. Cost $51.72 Unrealized
BDN BRANDYWINE RLTY TR SH BEN INT NEW 0.0%
Value ($000) $3 Shares 200 Est. Cost $10.00 Unrealized
NFLX NETFLIX INC COM 0.0%
Value ($000) $3 Shares 5 Est. Cost $53.04 Unrealized +3.7%
PCG PG&E CORP COM 0.0%
Value ($000) $2 Shares 182 Est. Cost $9.18 Unrealized +1.7%
OMC OMNICOM GROUP INC COM 0.0%
Value ($000) $2 Shares 21 Est. Cost $57.15 Unrealized +11.2%
TDUP THREDUP INC CL A 0.0%
Value ($000) $2 Shares 100 Est. Cost $24.20 Unrealized -7.0%
CANOPY GROWTH CORP COM 0.0%
Value ($000) $2 Shares 115 Est. Cost $42.25 Unrealized
WCC WESCO INTL INC COM 0.0%
Value ($000) $2 Shares 15 Est. Cost $41.44 Unrealized +158.6%
EFAV ISHARES MSCI EAFE MIN VOL FACTOR ETF 0.0%
Value ($000) $2 Shares 20 Est. Cost $38.46 Unrealized
DESKTOP METAL INC COM CL A 0.0%
Value ($000) $2 Shares 250 Est. Cost $16.00 Unrealized
HYHG PROSHARES HIGH YIELD-INTEREST RATE HEDGED ETF 0.0%
Value ($000) $2 Shares 24 Est. Cost $61.68 Unrealized
SLV ISHARES SILVER TRUST 0.0%
Value ($000) $2 Shares 100 Est. Cost $20.00 Unrealized
WHITING PETE CORP NEW COM NEW 0.0%
Value ($000) $2 Shares 40 Est. Cost $50.00 Unrealized
VST VISTRA CORP COM 0.0%
Value ($000) $1 Shares 39 Est. Cost $15.68 Unrealized +7.9%
EXONE CO COM 0.0%
Value ($000) $1 Shares 30 Est. Cost Unrealized
KTB KONTOOR BRANDS INC COM 0.0%
Value ($000) $1 Shares 13 Est. Cost $35.66 Unrealized +55.4%
CLNE CLEAN ENERGY FUELS CORP COM 0.0%
Value ($000) $1 Shares 100 Est. Cost $10.32 Unrealized -22.9%
TBRG COMPUTER PROGRAMS & SYS INC COM 0.0%
Value ($000) $1 Shares 24 Est. Cost $31.70 Unrealized +7.1%
FULT FULTON FINL CORP PA COM 0.0%
Value ($000) $1 Shares 45 Est. Cost $12.21 Unrealized +4.9%
ARKG ARK GENOMIC REVOLUTION ETF 0.0%
Value ($000) $1 Shares 20 Est. Cost $93.72 Unrealized
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $1 Shares 12 Est. Cost $23.40 Unrealized +21.2%
IWS ISHARES RUSSELL MID-CAP VALUE ETF 0.0%
Value ($000) $1 Shares 13 Est. Cost Unrealized
AGIO AGIOS PHARMACEUTICALS INC COM 0.0%
Value ($000) $1 Shares 29 Est. Cost $41.40 Unrealized +16.7%
VIAV VIAVI SOLUTIONS INC COM 0.0%
Value ($000) $1 Shares 81 Est. Cost $13.13 Unrealized +24.9%
VREX VAREX IMAGING CORP COM 0.0%
Value ($000) $1 Shares 26 Est. Cost $25.76 Unrealized +7.7%
VRE MACK CALI RLTY CORP COM 0.0%
Value ($000) $1 Shares 53 Est. Cost Unrealized
LITE LUMENTUM HLDGS INC COM 0.0%
Value ($000) $1 Shares 16 Est. Cost $76.19 Unrealized +10.1%
POLARITYTE INC COM 0.0%
Value ($000) $1 Shares 1,000 Est. Cost $1.00 Unrealized
FUL FULLER H B CO COM 0.0%
Value ($000) $1 Shares 15 Est. Cost $38.88 Unrealized +57.5%
LIVENT CORP COM 0.0%
Value ($000) $1 Shares 60 Est. Cost $16.67 Unrealized
NIKOLA CORP COM 0.0%
Value ($000) $1 Shares 100 Est. Cost $20.00 Unrealized
CTVA CORTEVA INC COM 0.0%
Value ($000) $1 Shares 12 Est. Cost $25.02 Unrealized +64.8%
PAA PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN 0.0%
Value ($000) $1 Shares 84 Est. Cost Unrealized
SRNE SORRENTO THERAPEUTICS INC COM NEW 0.0%
Value ($000) $1 Shares 116 Est. Cost $3.83 Unrealized +121.5%
DEM WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUND 0.0%
Value ($000) $1 Shares 15 Est. Cost Unrealized
LIBERTY TRIPADVISOR HLDGS INC COM SER A 0.0%
Value ($000) $1 Shares 184 Est. Cost $16.75 Unrealized
ORGANOVO HLDGS INC COM NEW 0.0%
Value ($000) $0 Shares 10 Est. Cost Unrealized
LIBERTY MEDIA CORP DEL COM A BRAVES GRP 0.0%
Value ($000) $0 Shares 13 Est. Cost $27.40 Unrealized
FLR FLUOR CORP NEW COM 0.0%
Value ($000) $0 Shares 14 Est. Cost $13.84 Unrealized +18.6%
WAB WABTEC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $64.54 Unrealized +30.2%
RICEBRAN TECHNOLOGIES COM NEW 0.0%
Value ($000) $0 Shares 5 Est. Cost Unrealized
VOXELJET AG ADS 0.0%
Value ($000) $0 Shares 13 Est. Cost Unrealized
SSYS STRATASYS LTD SHS 0.0%
Value ($000) $0 Shares 15 Est. Cost $18.21 Unrealized +19.0%
UA UNDER ARMOUR INC CL C 0.0%
Value ($000) $0 Shares 25 Est. Cost $17.60 Unrealized +8.8%
RITE AID CORP COM 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
AAOI APPLIED OPTOELECTRONICS INC COM 0.0%
Value ($000) $0 Shares 25 Est. Cost $9.12 Unrealized -19.1%
ADI ANALOG DEVICES INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $155.29 Unrealized 0.0%
BUD ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 0.0%
Value ($000) $0 Shares 7 Est. Cost $142.86 Unrealized
AURORA CANNABIS INC COM 0.0%
Value ($000) $0 Shares 45 Est. Cost Unrealized
AETHLON MED INC COM 0.0%
Value ($000) $0 Shares 16 Est. Cost Unrealized
IFGL ISHARES FTSE EPRA/NAREIT DEVELOPED REAL ESTATE EX-US INDEX FUND 0.0%
Value ($000) $0 Shares 15 Est. Cost Unrealized
SU SUNCOR ENERGY INC NEW COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $24.78 Unrealized -32.3%
OI O-I GLASS INC COM 0.0%
Value ($000) $0 Shares 27 Est. Cost $10.91 Unrealized +37.2%