First PREMIER Bank Diversified Active

CIK: 0001653926 · Show all filings

Period: Q1 2022 (← Previous) (Next →)

Filing Date: Apr 25, 2022

Total Value ($000): $379,466 (100.0% shares, 0.0% debt)

Holdings (365)

VTI VANGUARD TOTAL STOCK MARKET ETF 7.6%
Value ($000) $28,987 Shares 127,323 Est. Cost $173.23 Unrealized
PHDG INVESCO S&P 500 DOWNSIDE HEDGED ETF 4.4%
Value ($000) $16,660 Shares 460,987 Est. Cost $34.78 Unrealized
AAPL APPLE COMPUTER INC 4.3%
Value ($000) $16,396 Shares 93,903 Est. Cost $87.75 Unrealized +87.9%
VTV VANGUARD VALUE ETF 3.7%
Value ($000) $14,217 Shares 96,204 Est. Cost $136.61 Unrealized
SWAN AMPLIFY BLACKSWAN GROWTH & TREASURY CORE ETF 3.6%
Value ($000) $13,497 Shares 430,922 Est. Cost $32.75 Unrealized
PG PROCTER & GAMBLE CO 2.4%
Value ($000) $9,157 Shares 59,923 Est. Cost $61.15 Unrealized +132.4%
UNP UNION PACIFIC CORP 2.4%
Value ($000) $9,116 Shares 33,367 Est. Cost $75.64 Unrealized +204.8%
JNJ JOHNSON & JOHNSON 2.2%
Value ($000) $8,393 Shares 47,356 Est. Cost $82.02 Unrealized +85.1%
MSFT MICROSOFT CORP 2.1%
Value ($000) $8,017 Shares 26,003 Est. Cost $108.64 Unrealized +168.2%
DUK DUKE ENERGY CORP 2.0%
Value ($000) $7,764 Shares 69,534 Est. Cost $47.93 Unrealized +86.1%
SPLV INVESCO S&P 500 LOW VOLATILITY ETF 2.0%
Value ($000) $7,743 Shares 115,413 Est. Cost $56.37 Unrealized
VGT VANGUARD INFORMATION TECHNOLOGY ETF 2.0%
Value ($000) $7,507 Shares 18,025 Est. Cost $261.57 Unrealized
NWE NORTHWESTERN CORP 1.9%
Value ($000) $7,100 Shares 117,367 Est. Cost $36.76 Unrealized +32.3%
SO SOUTHERN CO 1.9%
Value ($000) $7,031 Shares 96,969 Est. Cost $30.19 Unrealized +94.4%
VEU VANGUARD FTSE ALL WORLD EX US ETF 1.6%
Value ($000) $6,260 Shares 108,689 Est. Cost $58.22 Unrealized
XEL XCEL ENERGY INC 1.6%
Value ($000) $6,116 Shares 84,735 Est. Cost $28.39 Unrealized +112.7%
VB VANGUARD SMALL-CAP ETF 1.6%
Value ($000) $6,071 Shares 28,565 Est. Cost $184.98 Unrealized
VO VANGUARD MID-CAP ETF 1.6%
Value ($000) $5,926 Shares 24,916 Est. Cost $170.35 Unrealized
VHT VANGUARD HEALTH CARE ETF 1.5%
Value ($000) $5,704 Shares 22,422 Est. Cost $185.16 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 1.4%
Value ($000) $5,429 Shares 15,386 Est. Cost $159.13 Unrealized +103.3%
PGX INVESCO PREFERRED ETF 1.4%
Value ($000) $5,336 Shares 393,197 Est. Cost $14.43 Unrealized
MA MASTERCARD INC CL A 1.3%
Value ($000) $5,058 Shares 14,154 Est. Cost $110.18 Unrealized +219.1%
FIXD FIRST TRUST TCW OPPORTUNISTIC FIXED INCOME ETF 1.3%
Value ($000) $4,812 Shares 97,065 Est. Cost $53.47 Unrealized
PEP PEPSICO INC 1.3%
Value ($000) $4,764 Shares 28,453 Est. Cost $77.70 Unrealized +91.0%
VNQ VANGUARD REAL ESTATE INDEX FUND ETF 1.2%
Value ($000) $4,691 Shares 43,289 Est. Cost $81.02 Unrealized
PFE PFIZER INC 1.2%
Value ($000) $4,666 Shares 90,162 Est. Cost $21.76 Unrealized +95.2%
PEG PUBLIC SERVICE ENTERPRISE GROUP INC 1.2%
Value ($000) $4,464 Shares 63,788 Est. Cost $29.73 Unrealized +95.2%
MCD MCDONALD'S CORP 1.2%
Value ($000) $4,371 Shares 17,673 Est. Cost $98.75 Unrealized +130.7%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 1.0%
Value ($000) $3,973 Shares 82,715 Est. Cost $44.60 Unrealized
USB US BANCORP 1.0%
Value ($000) $3,886 Shares 73,104 Est. Cost $36.24 Unrealized +32.0%
VYM VANGUARD HIGH DIVIDEND YIELD ETF 1.0%
Value ($000) $3,811 Shares 33,960 Est. Cost $91.08 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP 0.9%
Value ($000) $3,533 Shares 35,660 Est. Cost $54.61 Unrealized +58.9%
CSX CSX CORP 0.9%
Value ($000) $3,359 Shares 89,703 Est. Cost $24.63 Unrealized +35.9%
EMR EMERSON ELECTRIC CO 0.9%
Value ($000) $3,252 Shares 33,163 Est. Cost $42.31 Unrealized +106.7%
SPYD SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF 0.9%
Value ($000) $3,228 Shares 73,453 Est. Cost $36.89 Unrealized
ADP AUTOMATIC DATA PROCESSING INC 0.8%
Value ($000) $3,178 Shares 13,965 Est. Cost $78.42 Unrealized +151.1%
JPM J.P.MORGAN CHASE & CO 0.7%
Value ($000) $2,796 Shares 20,520 Est. Cost $57.51 Unrealized +132.4%
KO COCA-COLA CO 0.7%
Value ($000) $2,724 Shares 43,946 Est. Cost $32.45 Unrealized +66.6%
EVRG EVERGY INC 0.7%
Value ($000) $2,664 Shares 38,981 Est. Cost $40.19 Unrealized +36.5%
MDLZ MONDELEZ INTL INC 0.7%
Value ($000) $2,628 Shares 41,870 Est. Cost $35.89 Unrealized +63.4%
NXTG FIRST TRUST INDXX NEXT G ETF 0.7%
Value ($000) $2,604 Shares 33,947 Est. Cost $59.72 Unrealized
AMGN AMGEN INC 0.7%
Value ($000) $2,547 Shares 10,530 Est. Cost $135.44 Unrealized +50.1%
SPY SPDR S&P 500 ETF 0.6%
Value ($000) $2,432 Shares 5,386 Est. Cost $396.85 Unrealized
MRK MERCK & CO INC 0.6%
Value ($000) $2,425 Shares 29,539 Est. Cost $42.30 Unrealized +65.1%
ES EVERSOURCE ENERGY NPV 0.6%
Value ($000) $2,217 Shares 25,136 Est. Cost $37.51 Unrealized +94.2%
BKH BLACK HILLS CORP 0.6%
Value ($000) $2,174 Shares 28,228 Est. Cost $34.42 Unrealized +70.4%
BRK/A BERKSHIRE HATHAWAY INC 0.6%
Value ($000) $2,116 Shares 4 Est. Cost $262373.40 Unrealized +85.0%
BND VANGUARD TOTAL BOND MARKET ETF 0.5%
Value ($000) $2,048 Shares 25,748 Est. Cost $85.02 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.5%
Value ($000) $1,971 Shares 42,715 Est. Cost $40.42 Unrealized
VUG VANGUARD GROWTH INDEX ETF 0.5%
Value ($000) $1,937 Shares 6,735 Est. Cost $276.41 Unrealized
BX BLACKSTONE INC 0.5%
Value ($000) $1,911 Shares 15,055 Est. Cost $39.22 Unrealized +173.3%
AMZN AMAZON.COM INC 0.5%
Value ($000) $1,907 Shares 585 Est. Cost $100.06 Unrealized +54.4%
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.5%
Value ($000) $1,871 Shares 11,860 Est. Cost $129.64 Unrealized
WM WASTE MANAGEMENT INC 0.5%
Value ($000) $1,867 Shares 11,780 Est. Cost $44.64 Unrealized +219.2%
CVS CVS/CAREMARK CORPORATION 0.5%
Value ($000) $1,844 Shares 18,218 Est. Cost $58.10 Unrealized +58.4%
VOO VANGUARD 500 INDEX FUND ETF 0.5%
Value ($000) $1,842 Shares 4,436 Est. Cost $263.06 Unrealized
INTC INTEL CORP 0.5%
Value ($000) $1,711 Shares 34,519 Est. Cost $32.25 Unrealized +43.2%
BSV VANGUARD SHORT-TERM BOND ETF 0.4%
Value ($000) $1,692 Shares 21,730 Est. Cost $81.06 Unrealized
WK WORKIVA INC COM CL A 0.4%
Value ($000) $1,690 Shares 14,319 Est. Cost $21.04 Unrealized +425.4%
LAMR LAMAR ADVERTISING CO CLASS A 0.4%
Value ($000) $1,618 Shares 13,933 Est. Cost $72.06 Unrealized
WMT WALMART INC 0.4%
Value ($000) $1,557 Shares 10,459 Est. Cost $20.89 Unrealized +113.5%
ABBV ABBVIE INC 0.4%
Value ($000) $1,551 Shares 9,561 Est. Cost $64.83 Unrealized +95.0%
STIP ISHARES 0-5 YEAR TIPS BOND ETF 0.4%
Value ($000) $1,499 Shares 14,280 Est. Cost $105.56 Unrealized
ISTB ISHARES CORE 1-5 YEAR USD BOND ETF 0.4%
Value ($000) $1,499 Shares 30,931 Est. Cost $49.93 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.4%
Value ($000) $1,401 Shares 27,522 Est. Cost $32.29 Unrealized +28.5%
QQQ INVESCO QQQ TRUST 0.3%
Value ($000) $1,291 Shares 3,562 Est. Cost $299.06 Unrealized
ABT ABBOTT LABORATORIES 0.3%
Value ($000) $1,241 Shares 10,487 Est. Cost $40.20 Unrealized +187.0%
MDU MDU RESOURCES GROUP 0.3%
Value ($000) $1,235 Shares 46,335 Est. Cost $5.83 Unrealized +62.3%
PEY INVESCO HIGH YIELD EQUITY DIVIDEND ACHIEVERS ETF 0.3%
Value ($000) $1,218 Shares 55,791 Est. Cost $16.44 Unrealized
QCOM QUALCOMM INC 0.3%
Value ($000) $1,193 Shares 7,804 Est. Cost $53.01 Unrealized +189.7%
VFH VANGUARD FINANCIALS ETF 0.3%
Value ($000) $1,149 Shares 12,300 Est. Cost $74.13 Unrealized
CVX CHEVRON CORPORATION 0.3%
Value ($000) $1,101 Shares 6,760 Est. Cost $71.53 Unrealized +71.6%
BMY BRISTOL MYERS SQUIBB CO 0.3%
Value ($000) $1,091 Shares 14,950 Est. Cost $47.52 Unrealized +19.6%
DIS WALT DISNEY CO CORP 0.3%
Value ($000) $1,088 Shares 7,929 Est. Cost $106.61 Unrealized +32.5%
AMLP ALERIAN MLP-ETF 0.3%
Value ($000) $1,051 Shares 27,422 Est. Cost $24.68 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF 0.3%
Value ($000) $1,051 Shares 6,487 Est. Cost $126.18 Unrealized
FTCS FIRST TRUST CAPITAL STRENGTH ETF 0.3%
Value ($000) $1,040 Shares 13,293 Est. Cost $64.49 Unrealized
CSCO CISCO SYSTEMS INC 0.3%
Value ($000) $1,013 Shares 18,138 Est. Cost $33.02 Unrealized +52.3%
ROUS LATTICE STRATEGIES TRUST HARTFORD MULTIFACTOR US EQUITY ETF 0.3%
Value ($000) $1,013 Shares 24,060 Est. Cost $31.55 Unrealized
GILD GILEAD SCIENCES INC 0.3%
Value ($000) $1,004 Shares 16,886 Est. Cost $54.15 Unrealized +1.9%
LMBS FIRST TRUST LOW DURATION OPPORTUNITIES ETF 0.3%
Value ($000) $993 Shares 20,292 Est. Cost $50.68 Unrealized
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF 0.3%
Value ($000) $971 Shares 2,800 Est. Cost $275.48 Unrealized
SBUX STARBUCKS CORP 0.3%
Value ($000) $960 Shares 10,544 Est. Cost $49.93 Unrealized +72.1%
RODM HARTFORD MULTIFACTOR DEVELOPED MARKETS EX US ETF 0.2%
Value ($000) $908 Shares 31,200 Est. Cost $28.25 Unrealized
JEPI JP MORGAN EQUITY PREMIUM INCOME ETF 0.2%
Value ($000) $905 Shares 14,738 Est. Cost $60.32 Unrealized
LMT LOCKHEED MARTIN CORP 0.2%
Value ($000) $899 Shares 2,037 Est. Cost $283.07 Unrealized +29.0%
WCLD WISDOMTREE CLOUD COMPUTING ETF 0.2%
Value ($000) $888 Shares 21,702 Est. Cost $53.79 Unrealized
BAC BANK OF AMERICA CORP 0.2%
Value ($000) $879 Shares 21,340 Est. Cost $25.86 Unrealized +57.8%
ENB ENBRIDGE, INC. 0.2%
Value ($000) $869 Shares 18,861 Est. Cost $24.12 Unrealized +38.0%
VT VANGUARD TOTAL WORLD STOCK INDEX FUND ETF 0.2%
Value ($000) $804 Shares 7,942 Est. Cost $57.76 Unrealized
CME CME GROUP INC COM 0.2%
Value ($000) $744 Shares 3,128 Est. Cost $72.22 Unrealized +177.9%
SYY SYSCO CORP 0.2%
Value ($000) $743 Shares 9,104 Est. Cost $38.03 Unrealized +91.0%
PAYX PAYCHEX INC COM 0.2%
Value ($000) $667 Shares 4,887 Est. Cost $41.65 Unrealized +163.5%
COF CAPITAL ONE FINANCIAL CORP 0.2%
Value ($000) $652 Shares 4,967 Est. Cost $70.00 Unrealized +94.1%
C CITIGROUP INC 0.2%
Value ($000) $636 Shares 11,920 Est. Cost $40.94 Unrealized +30.7%
BK BANK NEW YORK MELLON CORP COM 0.2%
Value ($000) $610 Shares 12,279 Est. Cost $34.46 Unrealized +47.3%
NSC NORFOLK SOUTHERN CORP COM 0.2%
Value ($000) $595 Shares 2,085 Est. Cost $107.78 Unrealized +134.7%
BIZD VANECK VECTORS BDC INCOME ETF 0.2%
Value ($000) $584 Shares 32,600 Est. Cost $14.81 Unrealized
IWR ISHARES RUSSELL MID-CAP ETF 0.1%
Value ($000) $538 Shares 6,897 Est. Cost $60.20 Unrealized
MDT MEDTRONIC PLC 0.1%
Value ($000) $514 Shares 4,635 Est. Cost $64.83 Unrealized +44.5%
TRI-CONTINENTAL CORPORATION ETF 0.1%
Value ($000) $511 Shares 16,574 Est. Cost $34.09 Unrealized
XOM EXXON MOBIL CORP 0.1%
Value ($000) $498 Shares 6,031 Est. Cost $48.89 Unrealized +38.9%
V VISA INC CLASS A 0.1%
Value ($000) $496 Shares 2,238 Est. Cost $173.34 Unrealized +21.2%
SDOG ALPS SECTOR DIVIDEND DOGS ETF 0.1%
Value ($000) $495 Shares 9,000 Est. Cost $53.00 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $473 Shares 800 Est. Cost $568.16 Unrealized 0.0%
ALRS ALERUS FINANCIAL CORP 0.1%
Value ($000) $471 Shares 17,036 Est. Cost $16.34 Unrealized +52.7%
CLX CLOROX CO 0.1%
Value ($000) $447 Shares 3,217 Est. Cost $119.17 Unrealized +13.1%
WY WEYERHAEUSER CO. 0.1%
Value ($000) $441 Shares 11,624 Est. Cost $22.58 Unrealized +51.1%
WFC WELLS FARGO & CO NEW 0.1%
Value ($000) $439 Shares 9,069 Est. Cost $40.90 Unrealized +18.6%
IVV ISHARES CORE S&P 500 ETF 0.1%
Value ($000) $436 Shares 961 Est. Cost $262.28 Unrealized
OXY OCCIDENTAL PETROLEUM CORP 0.1%
Value ($000) $422 Shares 7,443 Est. Cost $25.29 Unrealized +65.2%
QCLN FIRST TRUST NASDAQ CLEAN EDGE GREEN ENERGY INDEX FUND ETF 0.1%
Value ($000) $417 Shares 6,457 Est. Cost $69.08 Unrealized
SDY SPDR S&P DIVIDEND ETF 0.1%
Value ($000) $413 Shares 3,225 Est. Cost $128.06 Unrealized
HON HONEYWELL INTERNATIONAL INC 0.1%
Value ($000) $398 Shares 2,045 Est. Cost $142.37 Unrealized +19.7%
PRU PRUDENTIAL FINANCIAL INC 0.1%
Value ($000) $349 Shares 2,958 Est. Cost $59.10 Unrealized +59.3%
BIP BROOKFIELD INFRASTRUCTURE PARTNERS LP 0.1%
Value ($000) $335 Shares 5,055 Est. Cost $49.65 Unrealized
DNP SELECT INCOME FUND INC 0.1%
Value ($000) $329 Shares 27,833 Est. Cost $10.51 Unrealized
BXMT BLACKSTONE MTG TR INC 0.1%
Value ($000) $328 Shares 10,315 Est. Cost $32.19 Unrealized
BLOK AMPLIFY TRANSFORMATIONAL DATA SHARING ETF 0.1%
Value ($000) $319 Shares 9,334 Est. Cost $42.05 Unrealized
GLAXOSMITHKLINE PLC ADR 0.1%
Value ($000) $309 Shares 7,084 Est. Cost $39.52 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 0.1%
Value ($000) $306 Shares 1,844 Est. Cost $118.24 Unrealized
CMI CUMMINS INC (EX. CUMMINS ENGINE INC) 0.1%
Value ($000) $303 Shares 1,476 Est. Cost $99.40 Unrealized +97.8%
MMM 3M CO 0.1%
Value ($000) $293 Shares 1,973 Est. Cost $109.55 Unrealized +4.6%
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $287 Shares 1,337 Est. Cost $87.52 Unrealized +102.4%
HD HOME DEPOT INC 0.1%
Value ($000) $285 Shares 952 Est. Cost $235.57 Unrealized +33.3%
NKE NIKE INC 0.1%
Value ($000) $281 Shares 2,090 Est. Cost $117.59 Unrealized +12.2%
GOOG ALPHABET INC CL C 0.1%
Value ($000) $273 Shares 98 Est. Cost $90.41 Unrealized +49.3%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.1%
Value ($000) $262 Shares 943 Est. Cost $217.73 Unrealized
VDC VANGUARD CONSUMER STAPLES ETF 0.1%
Value ($000) $254 Shares 1,299 Est. Cost $151.97 Unrealized
ON ON SEMICONDUCTOR CORP 0.1%
Value ($000) $250 Shares 4,000 Est. Cost $19.56 Unrealized +211.7%
DD DUPONT DE NEMOURS INC 0.1%
Value ($000) $248 Shares 3,373 Est. Cost $24.78 Unrealized +21.3%
CAH CARDINAL HEALTH INC 0.1%
Value ($000) $225 Shares 3,975 Est. Cost $47.90 Unrealized +2.7%
FCX FREEPORT MCMORAN COPPER & GOLD INC 0.1%
Value ($000) $224 Shares 4,500 Est. Cost $9.79 Unrealized +327.5%
VPU VANGUARD UTILITIES ETF 0.1%
Value ($000) $209 Shares 1,293 Est. Cost $132.62 Unrealized
VIS VANGUARD INDUSTRIALS ETF 0.1%
Value ($000) $204 Shares 1,047 Est. Cost $171.80 Unrealized
DAKT DAKTRONICS INC 0.1%
Value ($000) $203 Shares 52,880 Est. Cost $6.53 Unrealized -29.7%
KHC KRAFT HEINZ CO 0.1%
Value ($000) $198 Shares 5,040 Est. Cost $40.23 Unrealized -22.9%
IBM INTERNATIONAL BUSINESS MACHINES CORP IBM 0.1%
Value ($000) $194 Shares 1,485 Est. Cost $103.26 Unrealized +8.6%
T AT&T INC. 0.1%
Value ($000) $194 Shares 8,228 Est. Cost $14.91 Unrealized -0.0%
FTSL FIRST TRUST SENIOR LOAN ETF 0.1%
Value ($000) $192 Shares 4,076 Est. Cost $47.72 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $190 Shares 1,897 Est. Cost $38.63 Unrealized +106.2%
DOW DOW, INC 0.1%
Value ($000) $190 Shares 2,981 Est. Cost $32.96 Unrealized +46.4%
VCR VANGUARD CONSUMER DISCRETIONARY ETF 0.1%
Value ($000) $190 Shares 621 Est. Cost $197.62 Unrealized
GOOGL ALPHABET INC CL A 0.0%
Value ($000) $184 Shares 66 Est. Cost $62.93 Unrealized +114.2%
ORCL ORACLE CORP 0.0%
Value ($000) $181 Shares 2,189 Est. Cost $56.28 Unrealized +36.8%
ITW ILLINOIS TOOL WORKS INC 0.0%
Value ($000) $177 Shares 842 Est. Cost $98.69 Unrealized +106.4%
ET ENERGY TRANSFER EQUITY LP 0.0%
Value ($000) $171 Shares 15,288 Est. Cost $11.74 Unrealized
LLY ELI LILLY & CO 0.0%
Value ($000) $171 Shares 595 Est. Cost $206.17 Unrealized +20.5%
BUD ANHEUSER BUSCH 0.0%
Value ($000) $167 Shares 2,775 Est. Cost $66.11 Unrealized
IJR ISHARES CORE S&P SMALL-CAP ETF 0.0%
Value ($000) $165 Shares 1,537 Est. Cost $87.48 Unrealized
NVS NOVARTIS AG ADR 0.0%
Value ($000) $164 Shares 1,865 Est. Cost $82.12 Unrealized
VDE VANGUARD ENERGY ETF 0.0%
Value ($000) $161 Shares 1,500 Est. Cost $87.29 Unrealized
VBR VANGUARD SMALL-CAP VALUE ETF 0.0%
Value ($000) $160 Shares 910 Est. Cost $127.47 Unrealized
COPX GLOBAL X FUNDS GLOBAL X COPPER MINERS ETF 0.0%
Value ($000) $159 Shares 3,500 Est. Cost $11.71 Unrealized
FIRST TRUST PREFERRED SECURITIES & INCOME ETF 0.0%
Value ($000) $159 Shares 8,374 Est. Cost $20.13 Unrealized
TGT TARGET CORP 0.0%
Value ($000) $159 Shares 750 Est. Cost $191.41 Unrealized -0.0%
CLOU GLOBAL X CLOUD COMPUTING ETF 0.0%
Value ($000) $157 Shares 7,120 Est. Cost $25.64 Unrealized
VNQI VANGUARD GLOBAL EX-US REAL ESTATE ETF 0.0%
Value ($000) $155 Shares 2,993 Est. Cost $51.59 Unrealized
GM GENERAL MTRS CO COM 0.0%
Value ($000) $152 Shares 3,480 Est. Cost $50.08 Unrealized -3.8%
GOVT ISHARES CORE US TREASURY BOND ETF 0.0%
Value ($000) $148 Shares 5,937 Est. Cost $26.32 Unrealized
VOE VANGUARD MID-CAP VALUE ETF 0.0%
Value ($000) $147 Shares 981 Est. Cost $107.31 Unrealized
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $146 Shares 550 Est. Cost $220.31 Unrealized +9.4%
MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF 0.0%
Value ($000) $140 Shares 834 Est. Cost $95.92 Unrealized
UNILEVER PLC SPON ADR NEW 0.0%
Value ($000) $139 Shares 3,051 Est. Cost $57.23 Unrealized
VOX VANGUARD COMMUNICATION SERVICES ETF 0.0%
Value ($000) $135 Shares 1,122 Est. Cost $88.36 Unrealized
UNH UNITEDHEALTH GROUP INC COM 0.0%
Value ($000) $135 Shares 265 Est. Cost $336.14 Unrealized +34.2%
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 0.0%
Value ($000) $134 Shares 2,250 Est. Cost $44.89 Unrealized
SCHW CHARLES SCHWAB CORP 0.0%
Value ($000) $131 Shares 1,552 Est. Cost $49.00 Unrealized +70.2%
TECH BIO-TECHNE CORP 0.0%
Value ($000) $130 Shares 300 Est. Cost $25.95 Unrealized +290.7%
XLK TECHNOLOGY SELECT SECTOR SPDR ETF 0.0%
Value ($000) $128 Shares 804 Est. Cost $139.98 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $121 Shares 2,708 Est. Cost $49.26 Unrealized
CUZ COUSINS PROPERTIES INCORPORATED 0.0%
Value ($000) $120 Shares 2,980 Est. Cost $37.58 Unrealized
CE CELANESE CORP DEL COM SER A 0.0%
Value ($000) $116 Shares 815 Est. Cost $97.10 Unrealized +47.1%
FE FIRSTENERGY CORP COM 0.0%
Value ($000) $115 Shares 2,510 Est. Cost $24.51 Unrealized +47.3%
BHP BHP GROUP LIMITED 0.0%
Value ($000) $113 Shares 1,462 Est. Cost $71.43 Unrealized
NVDA NVIDIA CORP 0.0%
Value ($000) $109 Shares 400 Est. Cost $19.54 Unrealized +28.1%
CWB SPDR SERIES TRUST BLOOMBERG CONVERTIBLE SECURITIES ETF 0.0%
Value ($000) $106 Shares 1,375 Est. Cost $77.09 Unrealized
PYPL PAYPAL HOLDINGS, INC 0.0%
Value ($000) $105 Shares 908 Est. Cost $202.94 Unrealized -34.6%
APA APA CORPORATION 0.0%
Value ($000) $102 Shares 2,457 Est. Cost $17.55 Unrealized +75.9%
TFC TRUIST FINANCIAL CORPORATION 0.0%
Value ($000) $101 Shares 1,780 Est. Cost $39.34 Unrealized +28.7%
MUB ISHARES NATIONAL MUNI BOND ETF 0.0%
Value ($000) $99 Shares 900 Est. Cost $110.00 Unrealized
TLT ISHARES 20 PLUS YEAR TREASURY BOND ETF 0.0%
Value ($000) $97 Shares 738 Est. Cost $157.16 Unrealized
VSS VANGUARD FTSE ALL-WORLD EX US SMALL CAP INDEX FUND ETF 0.0%
Value ($000) $95 Shares 768 Est. Cost $113.87 Unrealized
AAP ADVANCE AUTO PARTS INC COM 0.0%
Value ($000) $93 Shares 450 Est. Cost $152.05 Unrealized +30.7%
DE DEERE & COMPANY 0.0%
Value ($000) $93 Shares 225 Est. Cost $342.83 Unrealized +5.9%
EXC EXELON CORPORATION 0.0%
Value ($000) $90 Shares 1,883 Est. Cost $21.39 Unrealized +72.2%
CMP COMPASS MINERALS INTERNATIONAL INC 0.0%
Value ($000) $86 Shares 1,368 Est. Cost $55.60 Unrealized -1.7%
ADSK AUTODESK INC COM 0.0%
Value ($000) $86 Shares 400 Est. Cost $183.53 Unrealized +25.5%
IAT ISHARES US REGIONAL BANKS ETF 0.0%
Value ($000) $85 Shares 1,440 Est. Cost $48.25 Unrealized
PZA INVESCO NATIONAL AMT-FREE MUNICIPAL BOND ETF 0.0%
Value ($000) $85 Shares 3,400 Est. Cost $25.00 Unrealized
SHOCKWAVE MEDICAL INC 0.0%
Value ($000) $83 Shares 400 Est. Cost $45.00 Unrealized
AZO AUTOZONE INC COM 0.0%
Value ($000) $82 Shares 40 Est. Cost $575.93 Unrealized +239.3%
LOW LOWES COS INC COM 0.0%
Value ($000) $81 Shares 400 Est. Cost $125.26 Unrealized +70.3%
SCHB SCHWAB US BROAD MARKET ETF 0.0%
Value ($000) $78 Shares 1,452 Est. Cost $85.08 Unrealized
IGIB ISHARES INTERMEDIATE-TERM CORPORATE BOND ETF 0.0%
Value ($000) $77 Shares 1,400 Est. Cost $55.00 Unrealized
TEX TEREX CORPORATION 0.0%
Value ($000) $71 Shares 2,000 Est. Cost $48.57 Unrealized -14.8%
TSLA TESLA, INC. 0.0%
Value ($000) $70 Shares 65 Est. Cost $200.48 Unrealized +55.4%
USAC USA COMPRESSION PARTNERS LP 0.0%
Value ($000) $70 Shares 4,000 Est. Cost $14.13 Unrealized
ASPN ASPEN AEROGELS INC CORP COMMON 0.0%
Value ($000) $69 Shares 2,000 Est. Cost $32.45 Unrealized 0.0%
IWM ISHARES RUSSELL 2000 INDEX ETF 0.0%
Value ($000) $69 Shares 334 Est. Cost $222.16 Unrealized
VAW VANGUARD MATERIALS ETF 0.0%
Value ($000) $69 Shares 356 Est. Cost $153.35 Unrealized
LIT GLOBAL X LITHIUM & BATTERY TECH ETF 0.0%
Value ($000) $68 Shares 882 Est. Cost $82.54 Unrealized
CNH CNH INDUSTRIAL NV 0.0%
Value ($000) $68 Shares 4,295 Est. Cost $7.75 Unrealized +80.2%
JCI JOHNSON CONTROLS INTERNATIONAL PLC 0.0%
Value ($000) $68 Shares 1,035 Est. Cost $29.05 Unrealized +119.0%
VIOO VANGUARD S&P SMALL CAP 600 ETF 0.0%
Value ($000) $67 Shares 339 Est. Cost $146.45 Unrealized
DHR DANAHER CORPORATION 0.0%
Value ($000) $67 Shares 230 Est. Cost $108.23 Unrealized +127.0%
NEE NEXTERA ENERGY INC. COM 0.0%
Value ($000) $62 Shares 740 Est. Cost $61.26 Unrealized +17.6%
MO ALTRIA GROUP INC 0.0%
Value ($000) $62 Shares 1,190 Est. Cost $25.40 Unrealized +46.2%
CMCSA COMCAST CORP 0.0%
Value ($000) $61 Shares 1,302 Est. Cost $28.57 Unrealized +50.0%
FISV FISERV INC 0.0%
Value ($000) $61 Shares 600 Est. Cost $102.09 Unrealized -0.9%
PSX PHILLIPS 66 0.0%
Value ($000) $60 Shares 701 Est. Cost $64.00 Unrealized +13.8%
DISCOVER FINL SVCS COM 0.0%
Value ($000) $59 Shares 528 Est. Cost $72.50 Unrealized
EEM ISHARES MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $59 Shares 1,300 Est. Cost $55.38 Unrealized
ALLIANCEBERNSTEIN NATIONAL MUNICIPAL INCOME ETF 0.0%
Value ($000) $59 Shares 4,700 Est. Cost $12.55 Unrealized
DVY ISHARES SELECT DIVIDEND - ETF 0.0%
Value ($000) $57 Shares 447 Est. Cost $75.31 Unrealized
BA BOEING CO 0.0%
Value ($000) $57 Shares 295 Est. Cost $201.15 Unrealized -0.2%
DMLP DORCHESTER MINERALS, LP 0.0%
Value ($000) $57 Shares 2,210 Est. Cost $18.55 Unrealized
IJT ISHARES S&P SMALL CAP 600 GROWTH ETF 0.0%
Value ($000) $56 Shares 450 Est. Cost $145.56 Unrealized
LQD ISHARES IBOXX INVESTMENT GRADE CRP BOND ETF 0.0%
Value ($000) $54 Shares 450 Est. Cost $120.00 Unrealized
EATON VANCE MUNICIPAL BOND ETF 0.0%
Value ($000) $54 Shares 4,725 Est. Cost $11.43 Unrealized
ETR ENTERGY CORP 0.0%
Value ($000) $53 Shares 450 Est. Cost $22.59 Unrealized +110.3%
QQQM INVESCO NASDAQ 100 ETF 0.0%
Value ($000) $52 Shares 355 Est. Cost $148.11 Unrealized
BP BP PLC 0.0%
Value ($000) $51 Shares 1,738 Est. Cost $29.70 Unrealized
IJJ ISHARES S&P MID-CAP 400 VALUE ETF 0.0%
Value ($000) $49 Shares 450 Est. Cost $110.53 Unrealized
IEFA ISHARE CORE MSCI EAFE ETF 0.0%
Value ($000) $48 Shares 688 Est. Cost $56.54 Unrealized
IJH ISHARES CORE S&P MID CAP ETF 0.0%
Value ($000) $47 Shares 175 Est. Cost $226.19 Unrealized
IHI ISHARES U.S. MEDICAL DEVICES ETF 0.0%
Value ($000) $46 Shares 750 Est. Cost $94.36 Unrealized
TOTALENERGIES SE ADR 0.0%
Value ($000) $46 Shares 905 Est. Cost $47.91 Unrealized
INVESCO MUNICIPAL OPPORTUNITY TRUST 0.0%
Value ($000) $45 Shares 3,964 Est. Cost $11.35 Unrealized
VXF VANGUARD EXTENDED MARKET ETF 0.0%
Value ($000) $45 Shares 270 Est. Cost $118.52 Unrealized
DRIL QUIP 0.0%
Value ($000) $45 Shares 1,200 Est. Cost $37.50 Unrealized
CL COLGATE PALMOLIVE 0.0%
Value ($000) $45 Shares 600 Est. Cost $73.06 Unrealized -1.0%
PIMCO CORPORATE & INCOME STRATEGY FUND 0.0%
Value ($000) $44 Shares 2,827 Est. Cost $15.38 Unrealized
DEO DIAGEO PLC SPONSORED ADR 0.0%
Value ($000) $44 Shares 220 Est. Cost $190.91 Unrealized
FMS FRESENIUS MEDICAL CARE AG & CO. ADR 0.0%
Value ($000) $43 Shares 1,290 Est. Cost $34.72 Unrealized
BROOKFIELD INFRASTRUCTURE CORP VOTING SHARES CLASS A 0.0%
Value ($000) $42 Shares 561 Est. Cost $46.35 Unrealized
JOHN HANCOCK PREMIUM DIV FD 0.0%
Value ($000) $41 Shares 2,488 Est. Cost $16.38 Unrealized
PIMCO MUNICIPAL INCOME FUND II 0.0%
Value ($000) $40 Shares 3,500 Est. Cost $11.43 Unrealized
CCI CROWN CASTLE INTERNATIONAL CORP REIT 0.0%
Value ($000) $40 Shares 215 Est. Cost $124.06 Unrealized +17.5%
NUVEEN AMT-FREE MUNICIPAL VALUE ETF 0.0%
Value ($000) $39 Shares 2,650 Est. Cost $14.72 Unrealized
MU MICRON TECHNOLOGY INC 0.0%
Value ($000) $39 Shares 500 Est. Cost $50.26 Unrealized +65.9%
IJK ISHARES S&P MID CAP 400 GROWTH ETF 0.0%
Value ($000) $39 Shares 500 Est. Cost $114.00 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $38 Shares 344 Est. Cost $119.38 Unrealized 0.0%
TXN TEXAS INSTRUMENTS INC 0.0%
Value ($000) $37 Shares 200 Est. Cost $157.28 Unrealized 0.0%
RSG REPUBLIC SERVICES INC 0.0%
Value ($000) $36 Shares 275 Est. Cost $36.64 Unrealized +230.1%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $36 Shares 150 Est. Cost $170.87 Unrealized +19.9%
ECL ECOLAB INC 0.0%
Value ($000) $35 Shares 200 Est. Cost $179.54 Unrealized 0.0%
CFR CULLEN/FROST BANKERS INC 0.0%
Value ($000) $35 Shares 250 Est. Cost $52.78 Unrealized +134.0%
DLR DIGITAL REALTY TRUST 0.0%
Value ($000) $34 Shares 239 Est. Cost $77.24 Unrealized +62.5%
ETN EATON CORP 0.0%
Value ($000) $34 Shares 225 Est. Cost $133.92 Unrealized +10.0%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $34 Shares 180 Est. Cost $94.28 Unrealized +82.2%
ADBE ADOBE SYSTEMS INC 0.0%
Value ($000) $34 Shares 75 Est. Cost $291.94 Unrealized +64.8%
IWN ISHARES RUSSEL 2000 VALUE ETF 0.0%
Value ($000) $33 Shares 209 Est. Cost $162.68 Unrealized
CNXC CONCENTRIX CORP 0.0%
Value ($000) $33 Shares 200 Est. Cost $90.48 Unrealized +94.9%
WTRG ESSENTIAL UTILITIES INC 0.0%
Value ($000) $33 Shares 650 Est. Cost $47.18 Unrealized +2.3%
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $33 Shares 125 Est. Cost $194.45 Unrealized +22.0%
CRANE CO 0.0%
Value ($000) $33 Shares 301 Est. Cost $63.12 Unrealized
NIO NIO INC SPON ADS 0.0%
Value ($000) $32 Shares 1,500 Est. Cost $39.78 Unrealized
VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 0.0%
Value ($000) $32 Shares 405 Est. Cost $81.11 Unrealized
FMC FMC CORP 0.0%
Value ($000) $32 Shares 240 Est. Cost $85.13 Unrealized +20.4%
CMG CHIPOTLE MEXICAN GRILL INC COM 0.0%
Value ($000) $32 Shares 20 Est. Cost $6.74 Unrealized +347.0%
CRSP CRISPR THERAPEUTICS AG 0.0%
Value ($000) $31 Shares 500 Est. Cost $62.79 Unrealized 0.0%
MCHP MICROCHIP TECHNOLOGY INC 0.0%
Value ($000) $30 Shares 400 Est. Cost $65.04 Unrealized +6.0%
BR BROADRIDGE FINL SOLUTIONS INCOM 0.0%
Value ($000) $30 Shares 195 Est. Cost $47.04 Unrealized +204.9%
SCHG SCHWAB US LARGE-CAP GROWTH ETF 0.0%
Value ($000) $30 Shares 404 Est. Cost $94.06 Unrealized
EBAY EBAY, INC. 0.0%
Value ($000) $29 Shares 500 Est. Cost $57.72 Unrealized -6.4%
CRM SALESFORCE INC 0.0%
Value ($000) $28 Shares 130 Est. Cost $227.70 Unrealized -6.6%
HAL HALLIBURTON CO 0.0%
Value ($000) $27 Shares 700 Est. Cost $29.85 Unrealized 0.0%
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 0.0%
Value ($000) $26 Shares 300 Est. Cost $90.00 Unrealized
TIP ISHARES TIPS BOND ETF 0.0%
Value ($000) $25 Shares 200 Est. Cost $125.00 Unrealized
ALL ALLSTATE CORP 0.0%
Value ($000) $25 Shares 184 Est. Cost $49.75 Unrealized +129.7%
AWK AMERICAN WATER WORKS 0.0%
Value ($000) $25 Shares 150 Est. Cost $146.06 Unrealized 0.0%
SCHV SCHWAB US LARGE CAP VALUE ETF 0.0%
Value ($000) $25 Shares 345 Est. Cost $52.17 Unrealized
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $25 Shares 267 Est. Cost $62.33 Unrealized +21.3%
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $25 Shares 200 Est. Cost $93.38 Unrealized +22.1%
NUVEEN MINNESOTA QUALITY MUNICIPAL INCOME FUND MNESOTA QLTY MNCPL INCM CF 0.0%
Value ($000) $24 Shares 1,600 Est. Cost $15.00 Unrealized
VMBS VANGUARD MORTGAGE-BACKED SECURITIES ETF 0.0%
Value ($000) $24 Shares 470 Est. Cost $53.19 Unrealized
BAX BAXTER INTERNATIONAL INC 0.0%
Value ($000) $23 Shares 300 Est. Cost $75.68 Unrealized +0.9%
BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 0.0%
Value ($000) $23 Shares 439 Est. Cost $56.95 Unrealized
PICK ISHARES MSCI GLOBAL METALS & MINING PRODUCERS ETF 0.0%
Value ($000) $23 Shares 450 Est. Cost $44.44 Unrealized
ESPO VANECK VIDEO GAMING & ESPORTS ETF 0.0%
Value ($000) $23 Shares 400 Est. Cost $70.00 Unrealized
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $23 Shares 414 Est. Cost $45.56 Unrealized
AFL AFLAC INC 0.0%
Value ($000) $22 Shares 340 Est. Cost $45.37 Unrealized +26.3%
BIDU BAIDU INC ADR 0.0%
Value ($000) $22 Shares 170 Est. Cost $155.09 Unrealized
QUIDEL CORP 0.0%
Value ($000) $22 Shares 200 Est. Cost $220.00 Unrealized
PAA PLAINS ALL AMERICAN LP 0.0%
Value ($000) $22 Shares 2,000 Est. Cost $11.50 Unrealized
AVGO BROADCOM INC 0.0%
Value ($000) $22 Shares 35 Est. Cost $42.05 Unrealized +31.0%
CAT CATERPILLAR INC 0.0%
Value ($000) $22 Shares 100 Est. Cost $211.85 Unrealized -7.7%
BLACKROCK CREDIT ALLOCATION INCOME TRUST ETF 0.0%
Value ($000) $21 Shares 1,700 Est. Cost $13.53 Unrealized
KOF COCA-COLA FEMSA ADR 0.0%
Value ($000) $21 Shares 380 Est. Cost $44.74 Unrealized
ETFMG ALTERNATIVE HARVEST 0.0%
Value ($000) $21 Shares 2,000 Est. Cost $13.00 Unrealized
EXAS EXACT SCIENCES CORP 0.0%
Value ($000) $21 Shares 300 Est. Cost $136.88 Unrealized -46.6%
WESTERN ASSET HIGH YIELD DEFINED OPPORTUNITY 0.0%
Value ($000) $21 Shares 1,500 Est. Cost $15.11 Unrealized
VOT VANGUARD MID-CAP GROWTH INDEX ETF 0.0%
Value ($000) $21 Shares 95 Est. Cost $252.63 Unrealized
EPD ENTERPRISE PRODUCTS PARTNERS, LP 0.0%
Value ($000) $20 Shares 772 Est. Cost $24.61 Unrealized
FOX FOX CORPORATION CLASS B 0.0%
Value ($000) $20 Shares 540 Est. Cost $31.53 Unrealized +11.6%
DRIV GLOBAL X AUTONOMOUS & ELECTRIC VEHICLES ETF 0.0%
Value ($000) $20 Shares 740 Est. Cost $27.03 Unrealized
FIS FIDELITY NATIONAL INFORMATION SERVICES, INC 0.0%
Value ($000) $19 Shares 190 Est. Cost $117.12 Unrealized -19.0%
KMI KINDER MORGAN INC 0.0%
Value ($000) $19 Shares 1,000 Est. Cost $11.59 Unrealized +22.4%
WDFC WD-40 COMPANY 0.0%
Value ($000) $18 Shares 100 Est. Cost $199.68 Unrealized 0.0%
D DOMINION ENERGY, INC. 0.0%
Value ($000) $17 Shares 200 Est. Cost $44.59 Unrealized +50.1%
DAL DELTA AIRLINES 0.0%
Value ($000) $17 Shares 435 Est. Cost $34.10 Unrealized +11.1%
COST COSTCO WHOLESALE CORP 0.0%
Value ($000) $17 Shares 30 Est. Cost $359.04 Unrealized +39.5%
AMT AMERICAN TOWER REIT 0.0%
Value ($000) $17 Shares 67 Est. Cost $215.01 Unrealized -0.1%
MPC MARATHON PETE CORP COM 0.0%
Value ($000) $16 Shares 190 Est. Cost $43.09 Unrealized +61.7%
MFC MANULIFE FINANCIAL CORPORATION 0.0%
Value ($000) $16 Shares 765 Est. Cost $20.95 Unrealized -2.2%
NECESSITY RETAIL REIT CLASS A 0.0%
Value ($000) $16 Shares 2,000 Est. Cost $8.00 Unrealized
CAG CONAGRA BRANDS INC 0.0%
Value ($000) $16 Shares 471 Est. Cost $24.53 Unrealized +15.5%
BLACKROCK INC 0.0%
Value ($000) $15 Shares 20 Est. Cost $850.00 Unrealized
TDOC TELADOC HEALTH INC 0.0%
Value ($000) $14 Shares 200 Est. Cost $203.34 Unrealized -64.6%
PIPR PIPER SANDLER COMPANIES 0.0%
Value ($000) $14 Shares 104 Est. Cost $74.55 Unrealized +97.6%
DOC HEALTHPEAK PROPERTIES INC COM 0.0%
Value ($000) $14 Shares 400 Est. Cost $26.20 Unrealized +2.9%
MS MORGAN STANLEY 0.0%
Value ($000) $14 Shares 156 Est. Cost $20.98 Unrealized +303.4%
LAM RESEARCH CORP 0.0%
Value ($000) $13 Shares 25 Est. Cost $640.00 Unrealized
ALV AUTOLIV INC 0.0%
Value ($000) $13 Shares 165 Est. Cost $60.21 Unrealized +37.6%
ICE INTERCONTINENTAL EXCHANGE IN 0.0%
Value ($000) $13 Shares 100 Est. Cost $108.32 Unrealized +13.2%
AMAT APPLIED MATERIALS INC 0.0%
Value ($000) $13 Shares 100 Est. Cost $51.23 Unrealized +159.3%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS 0.0%
Value ($000) $13 Shares 140 Est. Cost $69.24 Unrealized +19.1%
CEF NUVEEN REAL ASSET 0.0%
Value ($000) $13 Shares 825 Est. Cost $18.18 Unrealized
INN SUMMIT HOTEL PROPERTIES, LLC 0.0%
Value ($000) $13 Shares 1,282 Est. Cost $11.99 Unrealized
F FORD MOTOR CO 0.0%
Value ($000) $12 Shares 693 Est. Cost $5.77 Unrealized +152.1%
XLV SPDR HEALTH CARE SELECT SECTOR ETF 0.0%
Value ($000) $12 Shares 91 Est. Cost $92.74 Unrealized
FDX FEDEX CORPORATION 0.0%
Value ($000) $12 Shares 50 Est. Cost $270.30 Unrealized -20.1%
TE CONNECTIVITY LTD REG SHS 0.0%
Value ($000) $12 Shares 90 Est. Cost $133.33 Unrealized
YUM YUM BRANDS INC 0.0%
Value ($000) $12 Shares 100 Est. Cost $43.30 Unrealized +164.2%
WESTERN ASSET INFLATION-LINKED OPPORTUNITIES & INCOME FUND 0.0%
Value ($000) $12 Shares 1,000 Est. Cost $11.00 Unrealized
ACTIVISION BLIZZARD INC 0.0%
Value ($000) $12 Shares 155 Est. Cost $96.77 Unrealized
SOXX ISHARES SEMICONDUCTOR ETF 0.0%
Value ($000) $12 Shares 25 Est. Cost $560.00 Unrealized
AEP AMERICAN ELECTRIC POWER INC 0.0%
Value ($000) $12 Shares 125 Est. Cost $72.72 Unrealized +8.9%
AEE AMEREN CORPORATION 0.0%
Value ($000) $12 Shares 126 Est. Cost $57.26 Unrealized +35.9%
CSL CARLISLE COMPANIES INC 0.0%
Value ($000) $11 Shares 45 Est. Cost $115.24 Unrealized +94.4%
WEC WEC ENERGY GROUP INC NPV 0.0%
Value ($000) $11 Shares 112 Est. Cost $80.62 Unrealized +2.5%
VV VANGUARD LARGE-CAP ETF 0.0%
Value ($000) $11 Shares 52 Est. Cost $192.31 Unrealized
THO THOR INDUSTRIES INC 0.0%
Value ($000) $10 Shares 125 Est. Cost $84.50 Unrealized 0.0%
EMB ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETF 0.0%
Value ($000) $10 Shares 100 Est. Cost $100.00 Unrealized
BIV VANGUARD INTERMEDIATE-TERM BOND ETF 0.0%
Value ($000) $10 Shares 125 Est. Cost $92.19 Unrealized
DDD 3 D SYSTEMS CORPORATION 0.0%
Value ($000) $10 Shares 600 Est. Cost $17.76 Unrealized -2.0%
REAVES UTILITY INCOME FUND 0.0%
Value ($000) $10 Shares 300 Est. Cost $33.33 Unrealized
XMVTX BLACKROCK MUNIVEST FUND II INC CF 0.0%
Value ($000) $10 Shares 750 Est. Cost $13.33 Unrealized
SU SUNCOR ENERGY INC NEW COM 0.0%
Value ($000) $10 Shares 320 Est. Cost $19.09 Unrealized +33.5%
PM PHILIP MORRIS INTL INC COM 0.0%
Value ($000) $9 Shares 100 Est. Cost $52.65 Unrealized +57.3%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $9 Shares 200 Est. Cost $17.13 Unrealized +160.3%
AGG ISHARES CORE US AGGREGATE BOND ETF 0.0%
Value ($000) $9 Shares 81 Est. Cost $114.55 Unrealized
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $8 Shares 100 Est. Cost $47.48 Unrealized +58.2%
QS QUANTUMSCAPE CORP 0.0%
Value ($000) $8 Shares 400 Est. Cost $17.16 Unrealized 0.0%
SNY SANOFI SA SPONSORED ADR 0.0%
Value ($000) $8 Shares 150 Est. Cost $53.33 Unrealized
FLEX FLEX LTD 0.0%
Value ($000) $8 Shares 455 Est. Cost $13.59 Unrealized -6.0%
SPIRIT AEROSYSTEMS HOLDINGS CLASS A 0.0%
Value ($000) $7 Shares 135 Est. Cost $44.44 Unrealized
WESTERN ASSET MUNICIPAL PARTNERS FUND 0.0%
Value ($000) $7 Shares 500 Est. Cost $16.00 Unrealized
OTTR OTTER TAIL CORP 0.0%
Value ($000) $6 Shares 100 Est. Cost $56.77 Unrealized 0.0%
TORTOISE ENERGY INFRASTRUCTURE FUND (CEF) 0.0%
Value ($000) $6 Shares 170 Est. Cost $17.65 Unrealized
COHEN & STEERS INFRASTRUCTURE FUND INC 0.0%
Value ($000) $6 Shares 200 Est. Cost $30.00 Unrealized
GPMT GRANITE POINT MORTGAGE TRUST INC 0.0%
Value ($000) $6 Shares 500 Est. Cost $18.00 Unrealized
HAIN HAIN CELESTIAL GROUP INC 0.0%
Value ($000) $5 Shares 135 Est. Cost $41.27 Unrealized -12.0%
SPTL SPDR PORTFOLIO LONG TERM TREASURY ETF 0.0%
Value ($000) $4 Shares 104 Est. Cost $36.20 Unrealized
YUMC YUM CHINA HLDGS INC 0.0%
Value ($000) $4 Shares 100 Est. Cost $26.74 Unrealized +76.2%
PPC PILGRIMSPRIDE CORP 0.0%
Value ($000) $3 Shares 138 Est. Cost $26.31 Unrealized -1.4%
AEO AMERICAN EAGLE OUTFITTERS INC 0.0%
Value ($000) $2 Shares 100 Est. Cost $22.57 Unrealized -16.4%
GDXJ VANECK JUNIOR GOLD MINERS ETF 0.0%
Value ($000) $1 Shares 13 Est. Cost $76.92 Unrealized
JNK SPDR BLOOMBERG HIGH YIELD BOND ETF 0.0%
Value ($000) $1 Shares 14 Est. Cost $108.37 Unrealized
GERN GERON CORP 0.0%
Value ($000) $1 Shares 1,000 Est. Cost $1.34 Unrealized -16.8%
DG DOLLAR GENERAL CORP NEW 0.0%
Value ($000) $1 Shares 5 Est. Cost $195.56 Unrealized +1.7%
CASH META FINANCIAL GROUP INC. 0.0%
Value ($000) $1 Shares 10 Est. Cost $41.90 Unrealized +33.5%
KELLOGG 0.0%
Value ($000) $0 Shares 5 Est. Cost $47.02 Unrealized +11.8%
MIDWEST HOLDING INC. 0.0%
Value ($000) $0 Shares 5 Est. Cost Unrealized