Pinnacle Bancorp, Inc. Diversified Active

CIK: 0001703383 · Show all filings

Period: Q3 2021 (← Previous) (Next →)

Filing Date: Oct 12, 2021

Total Value ($000): $250,103 (100.0% shares, 0.0% debt)

Holdings (717)

BRK/A Berkshire Hathaway Inc Del Cl A 22.2%
Value ($000) $55,536 Shares 135 Est. Cost $332706.06 Unrealized +27.0%
VOO Vanguard 500 Index Fund ETF 4.1%
Value ($000) $10,275 Shares 26,053 Est. Cost $382.70 Unrealized
MSFT Microsoft Corp Com 2.7%
Value ($000) $6,704 Shares 23,781 Est. Cost $114.13 Unrealized +146.0%
IJH iShares Tr Midcap Index FD 2.4%
Value ($000) $5,910 Shares 22,465 Est. Cost $169.65 Unrealized
AAPL Apple Computer Inc Com 2.2%
Value ($000) $5,484 Shares 38,755 Est. Cost $87.57 Unrealized +64.3%
SPY SPDR Tr Unit Ser 1 2.0%
Value ($000) $5,125 Shares 11,943 Est. Cost $265.53 Unrealized
AMZN Amazon Com Inc 1.6%
Value ($000) $3,985 Shares 1,213 Est. Cost $107.61 Unrealized +60.3%
BRK/B Berkshire Hathaway Inc Del Cl B New 1.6%
Value ($000) $3,881 Shares 14,221 Est. Cost $175.17 Unrealized +60.3%
JPM JP Morgan Chase & Co Com 1.5%
Value ($000) $3,689 Shares 22,538 Est. Cost $105.88 Unrealized +32.5%
IVE iShares S&P 500 Barra Value 1.5%
Value ($000) $3,657 Shares 25,145 Est. Cost $106.08 Unrealized
EFA iShares Tr MSCI Eafe Idx 1.5%
Value ($000) $3,632 Shares 46,558 Est. Cost $64.54 Unrealized
VWO Vanguard Emerging Mkts ETF 1.4%
Value ($000) $3,542 Shares 70,835 Est. Cost $36.84 Unrealized
V VISA Inc Class A Shares 1.3%
Value ($000) $3,343 Shares 15,010 Est. Cost $164.71 Unrealized +37.8%
BND Vanguard Total Bond Mkt 1.1%
Value ($000) $2,749 Shares 32,170 Est. Cost $80.60 Unrealized
GOOGL Alphabet Inc Class A 1.1%
Value ($000) $2,636 Shares 986 Est. Cost $46.25 Unrealized +192.0%
USB US Bancorp Inc 1.0%
Value ($000) $2,590 Shares 43,581 Est. Cost $45.04 Unrealized +3.6%
JNJ Johnson & Johnson Com 1.0%
Value ($000) $2,573 Shares 15,932 Est. Cost $94.44 Unrealized +59.1%
COST Costco Whsl Corp New Com 1.0%
Value ($000) $2,468 Shares 5,492 Est. Cost $338.98 Unrealized +23.4%
BAC Bank of America Corporation Com 1.0%
Value ($000) $2,463 Shares 58,020 Est. Cost $32.43 Unrealized +11.3%
PG Procter & Gamble Co 0.9%
Value ($000) $2,315 Shares 16,560 Est. Cost $71.06 Unrealized +79.1%
GOOG Alphabet Inc Class C 0.9%
Value ($000) $2,180 Shares 818 Est. Cost $111.91 Unrealized +22.3%
WFC Wells Fargo & Co New Com 0.9%
Value ($000) $2,150 Shares 46,325 Est. Cost $41.99 Unrealized -1.0%
META Facebook Inc Cl-A 0.9%
Value ($000) $2,132 Shares 6,281 Est. Cost $314.89 Unrealized +13.6%
IJR iShares Tr S&P Smallcap 600 Index Fund 0.8%
Value ($000) $2,040 Shares 18,685 Est. Cost $69.60 Unrealized
VIG Vanguard Div Appreciation 0.7%
Value ($000) $1,872 Shares 12,186 Est. Cost $101.31 Unrealized
IJJ iShares 400/Barra Value 0.7%
Value ($000) $1,861 Shares 18,057 Est. Cost $119.25 Unrealized
IVV iShares Tr S&P 500 Index 0.7%
Value ($000) $1,851 Shares 4,297 Est. Cost $259.15 Unrealized
VNQ Vanguard Sector Index Fds 0.7%
Value ($000) $1,745 Shares 17,147 Est. Cost $80.38 Unrealized
KO Coca Cola Co Com 0.7%
Value ($000) $1,712 Shares 32,625 Est. Cost $40.16 Unrealized +21.5%
MGK Vanguard Mega Cap 300 Grwth 0.6%
Value ($000) $1,606 Shares 6,838 Est. Cost $102.81 Unrealized
ABBV Abbvie Inc Com 0.6%
Value ($000) $1,573 Shares 14,578 Est. Cost $48.65 Unrealized +99.9%
PFE Pfizer Inc Com 0.6%
Value ($000) $1,439 Shares 33,452 Est. Cost $23.57 Unrealized +51.4%
NOBL Proshares S&p 500 Dividend Aristocrats Etf Div Aristocrat 0.6%
Value ($000) $1,379 Shares 15,571 Est. Cost $60.50 Unrealized
DVY iShares Dow Jones Sel Index 0.5%
Value ($000) $1,335 Shares 11,634 Est. Cost $90.15 Unrealized
MGV Vanguard Mega Cap 300 Value 0.5%
Value ($000) $1,335 Shares 13,640 Est. Cost $72.62 Unrealized
MCD McDonalds Corp Com 0.5%
Value ($000) $1,298 Shares 5,382 Est. Cost $110.34 Unrealized +95.6%
UNP Union Pac Corp Com 0.5%
Value ($000) $1,243 Shares 6,344 Est. Cost $165.21 Unrealized +18.2%
LLY Eli Lilly & Co Com 0.5%
Value ($000) $1,240 Shares 5,366 Est. Cost $72.50 Unrealized +226.4%
CVX Chevrontexaco Corp Com 0.4%
Value ($000) $1,113 Shares 10,969 Est. Cost $76.33 Unrealized +9.2%
IWM iShares Tr Russell 2000 X FD 0.4%
Value ($000) $1,073 Shares 4,905 Est. Cost $138.79 Unrealized
INTC Intel Corp Com 0.4%
Value ($000) $1,061 Shares 19,910 Est. Cost $31.86 Unrealized +56.3%
CSCO Cisco Sys Inc Com 0.4%
Value ($000) $1,036 Shares 19,029 Est. Cost $25.59 Unrealized +92.4%
PEP Pepsico Inc Com 0.4%
Value ($000) $1,034 Shares 6,876 Est. Cost $85.80 Unrealized +57.3%
AGG iShares US Aggregate Bd Fund ETF 0.4%
Value ($000) $1,006 Shares 8,765 Est. Cost $111.84 Unrealized
DFAS DFA Tax-Mng US Sml Cap ETF 0.4%
Value ($000) $1,003 Shares 17,439 Est. Cost $57.51 Unrealized
VZ Verizon Communications Com 0.4%
Value ($000) $985 Shares 18,234 Est. Cost $33.81 Unrealized +25.2%
VTI Vanguard Ttl Stk Mkt ETF 0.4%
Value ($000) $982 Shares 4,422 Est. Cost $138.35 Unrealized
DBEF Deutsche X-Trackers MSCI Eafe Hedged Equity ETF 0.4%
Value ($000) $979 Shares 25,922 Est. Cost $28.80 Unrealized
BNDX Vanguard Charlotte Funds Total Intl Bd ETF 0.4%
Value ($000) $966 Shares 16,963 Est. Cost $55.80 Unrealized
MMM 3M Co 0.4%
Value ($000) $966 Shares 5,507 Est. Cost $118.67 Unrealized +15.7%
VEA Vanguard FTSE Delevolped Markets 0.4%
Value ($000) $960 Shares 19,014 Est. Cost $40.71 Unrealized
LOW Lowes Cos Inc Com 0.4%
Value ($000) $947 Shares 4,668 Est. Cost $72.95 Unrealized +151.6%
SCHP Schwab US Tips Etf 0.4%
Value ($000) $918 Shares 14,672 Est. Cost $59.58 Unrealized
ACN Accenture PLC Ireland Shs Class A 0.4%
Value ($000) $898 Shares 2,806 Est. Cost $130.86 Unrealized +133.5%
VCSH Vanguard Scottsdale Funds Short-Term Corp Bd 0.4%
Value ($000) $882 Shares 10,699 Est. Cost $80.96 Unrealized
DIS Disney Walt Co Com Disney 0.4%
Value ($000) $880 Shares 5,199 Est. Cost $114.00 Unrealized +52.8%
UNH Unitedhealth Group Inc Com 0.3%
Value ($000) $829 Shares 2,121 Est. Cost $229.14 Unrealized +67.9%
ABT Abbott Labs Com 0.3%
Value ($000) $821 Shares 6,948 Est. Cost $38.17 Unrealized +197.3%
HYS Pimco Trust 0-5 Yr Exchange 0.3%
Value ($000) $789 Shares 7,952 Est. Cost $96.97 Unrealized
GLD SPDR Gold Trust Gold Shs 0.3%
Value ($000) $775 Shares 4,717 Est. Cost $156.00 Unrealized
QQQ Invesco Qqq Trust Series 1 Invsc Srs Etf 0.3%
Value ($000) $765 Shares 2,137 Est. Cost $172.65 Unrealized
ADBE Adobe Systems Inc 0.3%
Value ($000) $750 Shares 1,302 Est. Cost $292.64 Unrealized +115.1%
VUG Vanguard Index Fds Growth ETF 0.3%
Value ($000) $741 Shares 2,554 Est. Cost $121.93 Unrealized
JPST JPMORGAN Ultra-short Income Etf Ultra Short 0.3%
Value ($000) $725 Shares 14,302 Est. Cost $50.72 Unrealized
EFAV Ishares Tr Msci Eafe Minimum Volatilityetf 0.3%
Value ($000) $704 Shares 9,344 Est. Cost $72.00 Unrealized
HD Home Depot Inc Com 0.3%
Value ($000) $688 Shares 2,095 Est. Cost $146.75 Unrealized +100.7%
DE Deere & Co Com 0.3%
Value ($000) $683 Shares 2,039 Est. Cost $281.12 Unrealized +20.7%
DFAT DFA Tax Managed US Targeted Value Fund ETF 0.3%
Value ($000) $675 Shares 15,213 Est. Cost $44.37 Unrealized
NKE Nike Inc Cl B 0.3%
Value ($000) $648 Shares 4,465 Est. Cost $49.27 Unrealized +209.6%
SCHD Schwab Strategic Tr US Dividend Eq 0.3%
Value ($000) $642 Shares 8,653 Est. Cost $52.35 Unrealized
Blackrock Inc Cl A 0.3%
Value ($000) $641 Shares 764 Est. Cost $442.42 Unrealized
IWF iShares Tr Russell1000grw 0.3%
Value ($000) $631 Shares 2,303 Est. Cost $147.13 Unrealized
ADP Automatic Data Processing Incom 0.3%
Value ($000) $627 Shares 3,137 Est. Cost $84.40 Unrealized +122.4%
VTIP Vanguard Sh-Term Inf 0.2%
Value ($000) $621 Shares 11,806 Est. Cost $50.61 Unrealized
PYPL Paypal Hldgs Inc 0.2%
Value ($000) $620 Shares 2,382 Est. Cost $104.26 Unrealized +171.5%
IVW iShares S&P 500/Barra Grwth 0.2%
Value ($000) $615 Shares 8,320 Est. Cost $90.57 Unrealized
IWD iShares Tr Russell1000val 0.2%
Value ($000) $607 Shares 3,877 Est. Cost $127.02 Unrealized
HON Honeywell Intl Inc Com 0.2%
Value ($000) $606 Shares 2,855 Est. Cost $113.33 Unrealized +71.7%
EEM iShares-Trks MSCI Mkt X 0.2%
Value ($000) $596 Shares 11,830 Est. Cost $38.97 Unrealized
TRV Travelers Cos (St Paul Cos) 0.2%
Value ($000) $593 Shares 3,903 Est. Cost $99.32 Unrealized +42.7%
EMR Emerson Elec Co Com 0.2%
Value ($000) $587 Shares 6,236 Est. Cost $48.29 Unrealized +88.9%
TXN Texas Instruments Inc 0.2%
Value ($000) $580 Shares 3,015 Est. Cost $105.33 Unrealized +59.5%
VTV Vanguard Value ETF 0.2%
Value ($000) $580 Shares 4,287 Est. Cost $105.19 Unrealized
MUB iShares S&P Nat Muni Bond Fund 0.2%
Value ($000) $556 Shares 4,788 Est. Cost $112.33 Unrealized
ZTS Zoetis Inc Cl A 0.2%
Value ($000) $527 Shares 2,716 Est. Cost $94.95 Unrealized +104.0%
IWR iShares Trust Russell Midcap 0.2%
Value ($000) $518 Shares 6,616 Est. Cost $57.03 Unrealized
IWS iShares Tr Russell McP Vl 0.2%
Value ($000) $512 Shares 4,520 Est. Cost $92.88 Unrealized
PAYX Paychex Inc Com 0.2%
Value ($000) $504 Shares 4,480 Est. Cost $47.58 Unrealized +108.7%
T AT&T Inc Com 0.2%
Value ($000) $500 Shares 18,510 Est. Cost $16.51 Unrealized -2.7%
GNMA iShares Barclays Gnma Bond 0.2%
Value ($000) $487 Shares 9,739 Est. Cost $49.47 Unrealized
CRM Salesforce Com Inc 0.2%
Value ($000) $484 Shares 1,784 Est. Cost $89.38 Unrealized +180.7%
SBUX Starbucks Corp Com 0.2%
Value ($000) $442 Shares 4,007 Est. Cost $58.99 Unrealized +79.2%
QCOM Qualcomm Inc Com 0.2%
Value ($000) $438 Shares 3,395 Est. Cost $45.51 Unrealized +183.1%
VV Vanguard Large-cap Index Fund Large Cap Etf 0.2%
Value ($000) $430 Shares 2,142 Est. Cost $193.56 Unrealized
RTX Raytheon Technologies Corp COMMON 0.2%
Value ($000) $429 Shares 4,990 Est. Cost $75.77 Unrealized +2.2%
IEFA iShares Core MSCI Eafe ETF 0.2%
Value ($000) $420 Shares 5,661 Est. Cost $56.36 Unrealized
EFV iShares Tr MSCI Eafe Value Index FD 0.2%
Value ($000) $416 Shares 8,187 Est. Cost $47.70 Unrealized
FTSM First Trust Enhanced Short Maturity Etf Mtrty 0.2%
Value ($000) $415 Shares 6,915 Est. Cost $60.00 Unrealized
WMT Wal Mart Stores Inc Com 0.2%
Value ($000) $413 Shares 2,964 Est. Cost $22.81 Unrealized +99.3%
VB Vanguard Small Cap 0.2%
Value ($000) $409 Shares 1,869 Est. Cost $156.61 Unrealized
Linde Plc CORP COMMON 0.2%
Value ($000) $401 Shares 1,366 Est. Cost $159.13 Unrealized
VTC Vanguard Total Corporate Bond Etf 0.2%
Value ($000) $393 Shares 4,310 Est. Cost $90.54 Unrealized
TGT Target Corp 0.2%
Value ($000) $387 Shares 1,692 Est. Cost $60.31 Unrealized +264.6%
TMO Thermo Electron Corp Com 0.2%
Value ($000) $386 Shares 676 Est. Cost $230.78 Unrealized +135.0%
GD General Dynamics Corp Com 0.2%
Value ($000) $381 Shares 1,946 Est. Cost $155.13 Unrealized +15.1%
VEU Vanguard International Equity Ftse 0.2%
Value ($000) $379 Shares 6,222 Est. Cost $49.31 Unrealized
VO Vanguard Index Fds Mid Cap ETF 0.2%
Value ($000) $379 Shares 1,600 Est. Cost $171.82 Unrealized
PM Philip Morris Intl Inc Com 0.1%
Value ($000) $364 Shares 3,837 Est. Cost $63.78 Unrealized +27.1%
SPSB SPDR Barclarys Short-Term Corporate Bond FD 0.1%
Value ($000) $362 Shares 11,580 Est. Cost $30.32 Unrealized
XOM Exxon Mobil Corp Com 0.1%
Value ($000) $361 Shares 6,135 Est. Cost $55.56 Unrealized -12.8%
MDT Medtronic, Inc. 0.1%
Value ($000) $353 Shares 2,817 Est. Cost $73.89 Unrealized +53.6%
Cerner Corp 0.1%
Value ($000) $349 Shares 4,953 Est. Cost $58.59 Unrealized
USMV iShares MSCI USA Minimum Volatility ETF 0.1%
Value ($000) $348 Shares 4,737 Est. Cost $62.68 Unrealized
SLYV SPDR DJ Wilshire Sm Cap 0.1%
Value ($000) $343 Shares 4,190 Est. Cost $41.08 Unrealized
MRK Merck & Co Inc New Com 0.1%
Value ($000) $343 Shares 4,562 Est. Cost $57.69 Unrealized +14.6%
SDOG Alps Sector Div. Dogs 0.1%
Value ($000) $342 Shares 6,700 Est. Cost $42.28 Unrealized
XLE Ishare Sector SPDR Energy 0.1%
Value ($000) $339 Shares 6,500 Est. Cost $35.16 Unrealized
CMCSA Comcast 0.1%
Value ($000) $338 Shares 6,048 Est. Cost $35.46 Unrealized +44.9%
FYT First Trust Small Cap Value Alphadex Fund Tr Valu Etf 0.1%
Value ($000) $334 Shares 6,700 Est. Cost $37.47 Unrealized
XMLV Invesco S&p Midcap Low Volatility Etf Invsc S P 0.1%
Value ($000) $332 Shares 6,330 Est. Cost $46.24 Unrealized
BALL Ball Corp Com 0.1%
Value ($000) $331 Shares 3,684 Est. Cost $43.86 Unrealized +90.8%
IUSB Ishares Core Total Usd Bond Market Etf 0.1%
Value ($000) $328 Shares 6,158 Est. Cost $52.93 Unrealized
SCHB Schwab US Broad Market Etf 0.1%
Value ($000) $325 Shares 3,130 Est. Cost $73.48 Unrealized
KRE Spdr Kbw Regional Banking (Etf) S&p Etf 0.1%
Value ($000) $325 Shares 4,800 Est. Cost $41.04 Unrealized
IBM International Business MacHscom 0.1%
Value ($000) $322 Shares 2,316 Est. Cost $113.21 Unrealized -1.0%
VT Vanguard Total World Stk 0.1%
Value ($000) $322 Shares 3,161 Est. Cost $68.36 Unrealized
ED Consolidated Edison Inc Com 0.1%
Value ($000) $321 Shares 4,419 Est. Cost $54.67 Unrealized +17.1%
NVS Novartis A G Sponsored ADR 0.1%
Value ($000) $317 Shares 3,880 Est. Cost $76.34 Unrealized
BAX Baxter Intl Inc Com 0.1%
Value ($000) $313 Shares 3,897 Est. Cost $43.54 Unrealized +64.4%
MS Morgan Stanley 0.1%
Value ($000) $312 Shares 3,202 Est. Cost $72.96 Unrealized +17.5%
Laboratory Corp of Amer Hldg 0.1%
Value ($000) $311 Shares 1,104 Est. Cost $143.34 Unrealized
MO Altria Group Inc Com 0.1%
Value ($000) $301 Shares 6,614 Est. Cost $34.74 Unrealized -2.2%
ORCL Oracle Corp Com 0.1%
Value ($000) $301 Shares 3,452 Est. Cost $40.97 Unrealized +103.4%
XLK Select Sector SPDR Tr Sbi Int-Tech 0.1%
Value ($000) $291 Shares 1,950 Est. Cost $61.62 Unrealized
MDY Std&Poor Midcap 0.1%
Value ($000) $289 Shares 600 Est. Cost $304.64 Unrealized
SUB Ishares Tr Short-term Natl Mun Bd Etffd 0.1%
Value ($000) $288 Shares 2,676 Est. Cost $108.25 Unrealized
AFL AFLAC Inc Com 0.1%
Value ($000) $284 Shares 5,450 Est. Cost $33.40 Unrealized +48.0%
EEMV Ishares Msci Emerging Markets Min Vol Factor Etf Ishs Emerg Mrkt Fct 0.1%
Value ($000) $276 Shares 4,400 Est. Cost $58.15 Unrealized
CCEP Coca-Cola European Partners PLC, London Shs 0.1%
Value ($000) $274 Shares 4,957 Est. Cost $29.82 Unrealized +71.8%
WM Waste Mgmt Inc Del Com 0.1%
Value ($000) $273 Shares 1,827 Est. Cost $63.18 Unrealized +121.2%
MA Mastercard Inc Cl A 0.1%
Value ($000) $272 Shares 782 Est. Cost $113.88 Unrealized +211.5%
LMBS First Tr Exchange Traded Fund Iv Low Duration Opportunitiesetf 0.1%
Value ($000) $270 Shares 5,337 Est. Cost $51.46 Unrealized
IEMG iShares Core MSCI Emerging Markets ETF 0.1%
Value ($000) $268 Shares 4,335 Est. Cost $56.76 Unrealized
NOC Northrop Grumman Corp Com 0.1%
Value ($000) $265 Shares 737 Est. Cost $315.03 Unrealized +6.8%
ENB Enbridge Inc Com 0.1%
Value ($000) $264 Shares 6,635 Est. Cost $22.74 Unrealized +30.5%
NOW Servicenow Inc Common 0.1%
Value ($000) $264 Shares 424 Est. Cost $50.07 Unrealized +141.9%
AMAT Applied Matls Inc Com 0.1%
Value ($000) $261 Shares 2,026 Est. Cost $36.80 Unrealized +254.8%
VLUE iShares MSCI USA Value Factor ETF 0.1%
Value ($000) $259 Shares 2,574 Est. Cost $86.76 Unrealized
C Citigroup Inc Com New 0.1%
Value ($000) $259 Shares 3,688 Est. Cost $48.05 Unrealized +24.2%
AMT American Tower Corp Class A 0.1%
Value ($000) $258 Shares 972 Est. Cost $122.22 Unrealized +103.5%
ICE Intercontinental Exchange Incom 0.1%
Value ($000) $257 Shares 2,237 Est. Cost $107.78 Unrealized +3.9%
SO Southern Co Com 0.1%
Value ($000) $256 Shares 4,126 Est. Cost $37.42 Unrealized +46.1%
SLV I Shares Silver Trust 0.1%
Value ($000) $253 Shares 12,314 Est. Cost $22.61 Unrealized
UPS United Parcel Service Inc 0.1%
Value ($000) $251 Shares 1,379 Est. Cost $82.81 Unrealized +96.5%
ITW Illinois Tool Wks Inc Com 0.1%
Value ($000) $250 Shares 1,211 Est. Cost $105.01 Unrealized +93.2%
NEE Nextera Energy Inc (FPL) 0.1%
Value ($000) $247 Shares 3,143 Est. Cost $56.82 Unrealized +26.4%
ECL Ecolab Inc 0.1%
Value ($000) $240 Shares 1,151 Est. Cost $125.97 Unrealized +65.5%
Jacobs Engr Group Inc Del Com 0.1%
Value ($000) $237 Shares 1,790 Est. Cost $130.28 Unrealized
DVYE Ishares Emerging Markets Dividend Etf Div 0.1%
Value ($000) $233 Shares 6,000 Est. Cost $32.39 Unrealized
HAS Hasbro Inc 0.1%
Value ($000) $230 Shares 2,579 Est. Cost $70.57 Unrealized +14.8%
VTEB Vanguard Tax-exempt Bond Index Fund Muni Bnd Tax Exempt Etf 0.1%
Value ($000) $222 Shares 4,045 Est. Cost $53.79 Unrealized
MAS Masco Corp Common 0.1%
Value ($000) $221 Shares 3,987 Est. Cost $46.02 Unrealized +18.8%
MPC Marathon Pete Corp Com 0.1%
Value ($000) $212 Shares 3,429 Est. Cost $39.19 Unrealized +32.2%
VGIT Vanguard Intermediate Term Treas Index 0.1%
Value ($000) $208 Shares 3,072 Est. Cost $67.48 Unrealized
SYY Sysco Corp Com 0.1%
Value ($000) $201 Shares 2,560 Est. Cost $42.05 Unrealized +61.2%
VCIT Vanguard Intrmdiate-Term Bd 0.1%
Value ($000) $199 Shares 2,109 Est. Cost $85.29 Unrealized
VYM Vanguard High Div Yield 0.1%
Value ($000) $196 Shares 1,896 Est. Cost $85.75 Unrealized
HDV iShares Trust High Divid Equ 0.1%
Value ($000) $193 Shares 2,049 Est. Cost $84.86 Unrealized
SCHW Schwab Charles Corp New Com 0.1%
Value ($000) $190 Shares 2,614 Est. Cost $37.03 Unrealized +82.0%
CVS CVS Corp Com 0.1%
Value ($000) $188 Shares 2,215 Est. Cost $58.53 Unrealized +23.9%
EPD Enterprise Prods Partners L Com 0.1%
Value ($000) $186 Shares 8,590 Est. Cost $24.76 Unrealized
DUK Duke Energy Corp New Com New 0.1%
Value ($000) $182 Shares 1,865 Est. Cost $61.29 Unrealized +42.4%
SCHG Schwab US Large-cap Growth Etf Large Cap 0.1%
Value ($000) $181 Shares 1,219 Est. Cost $105.41 Unrealized
IJK iShares Midcap 400/Barra 0.1%
Value ($000) $180 Shares 2,278 Est. Cost $101.94 Unrealized
RWX SPDR DJ Wilshire Internationreal 0.1%
Value ($000) $177 Shares 4,991 Est. Cost $37.01 Unrealized
VBR Vanguard Sm Cap 0.1%
Value ($000) $172 Shares 1,017 Est. Cost $121.88 Unrealized
TDTT Flexshares Iboxx3 yr target dura TIP Index Fund 0.1%
Value ($000) $172 Shares 6,527 Est. Cost $26.31 Unrealized
ALB Albemarle Corp 0.1%
Value ($000) $169 Shares 773 Est. Cost $81.01 Unrealized +149.7%
CAT Caterpillar Inc Del Com 0.1%
Value ($000) $167 Shares 868 Est. Cost $126.49 Unrealized +51.9%
VFC V F Corp Com 0.1%
Value ($000) $162 Shares 2,421 Est. Cost $52.38 Unrealized +46.5%
D Dominion RES Inc VA New Com 0.1%
Value ($000) $160 Shares 2,189 Est. Cost $53.98 Unrealized +15.7%
INTU Intuit Com 0.1%
Value ($000) $159 Shares 294 Est. Cost $175.46 Unrealized +198.9%
FPE First Trust Preferred Securities and Income FD 0.1%
Value ($000) $158 Shares 7,682 Est. Cost $19.45 Unrealized
AEP American Elec Pwr Inc Com 0.1%
Value ($000) $157 Shares 1,938 Est. Cost $56.37 Unrealized +31.9%
ALL Allstate Corp Com 0.1%
Value ($000) $155 Shares 1,218 Est. Cost $71.17 Unrealized +66.7%
FDL First Trust Morningstar 0.1%
Value ($000) $155 Shares 4,730 Est. Cost $28.17 Unrealized
BA Boeing Co Com 0.1%
Value ($000) $154 Shares 702 Est. Cost $180.83 Unrealized +23.3%
TJX TJX Cos Inc New Com 0.1%
Value ($000) $154 Shares 2,335 Est. Cost $49.96 Unrealized +31.0%
KMB Kimberly Clark Corp Com 0.1%
Value ($000) $151 Shares 1,138 Est. Cost $95.55 Unrealized +20.9%
VXUS Vanguard Total International Stock Index Fund Stk Etf 0.1%
Value ($000) $149 Shares 2,350 Est. Cost $50.64 Unrealized
XLB Materials Sel Sect SPDR 0.1%
Value ($000) $149 Shares 1,880 Est. Cost $59.57 Unrealized
MGC Vanguard Mega Cap 300 ETF 0.1%
Value ($000) $148 Shares 973 Est. Cost $84.51 Unrealized
ITOT Ishares Trust S & P 1500 Total US Stock Market Etf 0.1%
Value ($000) $147 Shares 1,499 Est. Cost $85.45 Unrealized
APH Amphenol Corp New Cl A 0.1%
Value ($000) $146 Shares 2,000 Est. Cost $21.96 Unrealized +60.4%
TD Toronto Dominion Bank 0.1%
Value ($000) $145 Shares 2,190 Est. Cost $51.10 Unrealized +30.5%
AVGO Broadcom Inc 0.1%
Value ($000) $145 Shares 300 Est. Cost $32.21 Unrealized +38.1%
VOOV Vanguard S & P 500 Value 0.1%
Value ($000) $142 Shares 1,009 Est. Cost $99.48 Unrealized
GIS General Mls Inc Com 0.1%
Value ($000) $142 Shares 2,379 Est. Cost $35.68 Unrealized +42.9%
PSX Phillips 66 Com 0.1%
Value ($000) $140 Shares 1,996 Est. Cost $57.27 Unrealized +6.9%
ALGN Align Technology Inc 0.1%
Value ($000) $136 Shares 204 Est. Cost $101.02 Unrealized +572.3%
TOTL SPDR Doubleline Total Return Tactical ETF 0.1%
Value ($000) $136 Shares 2,819 Est. Cost $48.79 Unrealized
BIIB Biogen Idec Inc Com 0.1%
Value ($000) $135 Shares 477 Est. Cost $292.67 Unrealized +12.0%
STT State Str Corp Com 0.1%
Value ($000) $135 Shares 1,595 Est. Cost $61.33 Unrealized +22.5%
GWW Grainger W W Inc Com 0.1%
Value ($000) $132 Shares 336 Est. Cost $255.65 Unrealized +62.2%
SCHE Schw Emg Mkt Eq ETF 0.1%
Value ($000) $129 Shares 4,230 Est. Cost $24.83 Unrealized
WSM Williams Sonoma Inc 0.1%
Value ($000) $128 Shares 720 Est. Cost $24.50 Unrealized +217.2%
TSM Taiwan Semiconductor Mfg Ltdsponsored ADR 0.1%
Value ($000) $126 Shares 1,130 Est. Cost $34.80 Unrealized
Ishares Ibonds Dec 2022 Term Corporate Etf 0.1%
Value ($000) $126 Shares 4,966 Est. Cost $24.73 Unrealized
CDNS Cadence Design System Inc 0.0%
Value ($000) $123 Shares 815 Est. Cost $152.39 Unrealized 0.0%
LQD iShares Iboxx Invt Grade Corp Bd Fund 0.0%
Value ($000) $123 Shares 928 Est. Cost $119.34 Unrealized
Activision Blizzard Inc 0.0%
Value ($000) $123 Shares 1,594 Est. Cost $76.97 Unrealized
CL Colgate Palmolive Co Com 0.0%
Value ($000) $121 Shares 1,597 Est. Cost $57.09 Unrealized +25.6%
DFAC DFA T.A. US Core Equity Fund ETF 0.0%
Value ($000) $120 Shares 4,500 Est. Cost $26.67 Unrealized
SCHF Schw Intl Eq ETF 0.0%
Value ($000) $118 Shares 3,060 Est. Cost $29.00 Unrealized
SPYM Spdr Series Trust Portfolio Large Cap Etf 0.0%
Value ($000) $117 Shares 2,319 Est. Cost $37.55 Unrealized
ICF iShares Tr Cohen & Steer Realty Majors 0.0%
Value ($000) $117 Shares 1,792 Est. Cost $83.59 Unrealized
Magellan Midstream Prtnrs Lpcom Unit RP LP 0.0%
Value ($000) $116 Shares 2,540 Est. Cost $74.16 Unrealized
COP Conocophillips Com 0.0%
Value ($000) $116 Shares 1,708 Est. Cost $38.02 Unrealized +29.7%
Ishares Ibonds Dec 2023 Term Corporate Etf 0.0%
Value ($000) $116 Shares 4,462 Est. Cost $25.30 Unrealized
ISRG Intuitive Surgical Inc 0.0%
Value ($000) $115 Shares 116 Est. Cost $153.44 Unrealized +118.9%
SCHH Schwab U.S. REIT ETF 0.0%
Value ($000) $114 Shares 2,501 Est. Cost $36.68 Unrealized
SCHV Schwab US Large Cap Value ETF 0.0%
Value ($000) $112 Shares 1,653 Est. Cost $50.40 Unrealized
VBK Vanguard Sm Cap Grwth ETF 0.0%
Value ($000) $112 Shares 400 Est. Cost $145.47 Unrealized
Walgreens Boots Alliance Inc 0.0%
Value ($000) $112 Shares 2,376 Est. Cost $82.93 Unrealized
EOG EOG RES Inc Com 0.0%
Value ($000) $112 Shares 1,395 Est. Cost $59.97 Unrealized -1.9%
CMI Cummins Inc Com 0.0%
Value ($000) $112 Shares 500 Est. Cost $117.79 Unrealized +78.6%
VNQI Vanguard Global Ex-us Real Estate Index FUND Glbal Ex US Etf 0.0%
Value ($000) $112 Shares 1,991 Est. Cost $58.19 Unrealized
FVD First Tr Value Line Divid 0.0%
Value ($000) $111 Shares 2,837 Est. Cost $29.05 Unrealized
CB Chubb Limited 0.0%
Value ($000) $110 Shares 632 Est. Cost $116.11 Unrealized +42.1%
VXF Vanguard Extended MKT ETF 0.0%
Value ($000) $110 Shares 603 Est. Cost $136.95 Unrealized
PLD Prologis INC Reit 0.0%
Value ($000) $110 Shares 874 Est. Cost $76.28 Unrealized +49.7%
BMY Bristol Myers Squibb Co Com 0.0%
Value ($000) $109 Shares 1,836 Est. Cost $42.75 Unrealized +28.3%
AGGY Wisdomtree Yield Enhanced US Aggregate Bond Fund Enhnc U S Aggre Etf 0.0%
Value ($000) $107 Shares 2,057 Est. Cost $53.96 Unrealized
DEO Diageo P L C Spon ADR New 0.0%
Value ($000) $106 Shares 547 Est. Cost $132.03 Unrealized
MBSD Flexshares Disciplined Duration 0.0%
Value ($000) $105 Shares 4,466 Est. Cost $22.84 Unrealized
XEL XCEL Energy Inc Com 0.0%
Value ($000) $104 Shares 1,666 Est. Cost $32.23 Unrealized +81.6%
O Realty Income Corp 0.0%
Value ($000) $104 Shares 1,600 Est. Cost $48.33 Unrealized +11.3%
VONG Vanguard Russell 1000 Growth Etf 0.0%
Value ($000) $100 Shares 1,412 Est. Cost $102.16 Unrealized
LMT Lockheed Martin Corp Com 0.0%
Value ($000) $100 Shares 289 Est. Cost $232.00 Unrealized +38.3%
GPC Genuine Parts Co Com 0.0%
Value ($000) $97 Shares 803 Est. Cost $76.52 Unrealized +44.3%
BIV Vanguard Intermediate 0.0%
Value ($000) $96 Shares 1,068 Est. Cost $84.09 Unrealized
VOOG Vanguard 500 Grwth Index Fund #3341 0.0%
Value ($000) $95 Shares 356 Est. Cost $119.32 Unrealized
NXPI NXP Semiconductors NV 0.0%
Value ($000) $95 Shares 487 Est. Cost $79.99 Unrealized +139.4%
VGK Vanguard Intl Equity Index 0.0%
Value ($000) $95 Shares 1,450 Est. Cost $51.57 Unrealized
RPG Invesco S&p 500 Pure Growth Portfolio Powershr Etf 0.0%
Value ($000) $94 Shares 489 Est. Cost $110.96 Unrealized
MET Metlife Inc Com 0.0%
Value ($000) $94 Shares 1,515 Est. Cost $35.61 Unrealized +48.0%
Ishares Ibonds Dec 2024 Term Corporate Etf Trm 0.0%
Value ($000) $92 Shares 3,509 Est. Cost $25.70 Unrealized
ETN Eaton Corp PLC Shs 0.0%
Value ($000) $92 Shares 619 Est. Cost $65.82 Unrealized +126.7%
TE Connectivity LTD Reg Shs 0.0%
Value ($000) $91 Shares 660 Est. Cost $133.50 Unrealized
SPGI S&p Global INC CORP COMMON 0.0%
Value ($000) $91 Shares 215 Est. Cost $280.11 Unrealized +49.2%
GOVT Ishares US Treasury Bond 0.0%
Value ($000) $91 Shares 3,440 Est. Cost $27.28 Unrealized
FBIN Fortune Brands Home & Sec Incom 0.0%
Value ($000) $90 Shares 1,005 Est. Cost $58.42 Unrealized +32.6%
TDG Transdigm Group Inc Common 0.0%
Value ($000) $89 Shares 143 Est. Cost $291.19 Unrealized +78.3%
ILCG iShares Tr Large Grwth 0.0%
Value ($000) $88 Shares 1,345 Est. Cost $93.60 Unrealized
IGIB iShares Barclays Intermediate Cr Bd 0.0%
Value ($000) $88 Shares 1,470 Est. Cost $62.30 Unrealized
WEC Wisconsin Energy Corp. 0.0%
Value ($000) $87 Shares 982 Est. Cost $51.83 Unrealized +56.0%
AXP American Express Co Com 0.0%
Value ($000) $87 Shares 520 Est. Cost $69.17 Unrealized +128.8%
FDX FedEx Corp Com 0.0%
Value ($000) $86 Shares 390 Est. Cost $164.64 Unrealized +50.6%
FBND Fidelity Total Bd ETF 0.0%
Value ($000) $86 Shares 1,622 Est. Cost $49.61 Unrealized
LEG Leggett & Platt Inc Com 0.0%
Value ($000) $85 Shares 1,900 Est. Cost $48.84 Unrealized -1.4%
DIA SPDR Dow Jones Indl Avrg ETF ut Ser 1 0.0%
Value ($000) $85 Shares 250 Est. Cost $226.21 Unrealized
XLP Cons Staple Sector SPDR 0.0%
Value ($000) $84 Shares 1,224 Est. Cost $54.57 Unrealized
MNA IQ Merger Arbitrage Etc 0.0%
Value ($000) $83 Shares 2,527 Est. Cost $30.07 Unrealized
COF Capital One Finl Corp Com 0.0%
Value ($000) $83 Shares 513 Est. Cost $92.82 Unrealized +62.4%
DHR Danaher Corp 0.0%
Value ($000) $82 Shares 269 Est. Cost $141.66 Unrealized +88.3%
DOW Dow INC CORP COMMON 0.0%
Value ($000) $82 Shares 1,418 Est. Cost $38.37 Unrealized +24.6%
IGSB iShares Barclays 1-3 Yr Cr 0.0%
Value ($000) $81 Shares 1,483 Est. Cost $68.34 Unrealized
RMD Resmed Inc Common 0.0%
Value ($000) $80 Shares 305 Est. Cost $100.35 Unrealized +162.3%
CAG Conagra Foods Inc Com 0.0%
Value ($000) $80 Shares 2,365 Est. Cost $27.98 Unrealized -1.3%
AMGN Amgen Inc Com 0.0%
Value ($000) $79 Shares 372 Est. Cost $141.99 Unrealized +41.0%
SHW Sherwin Williams CO Sherwin Williams CORP COMMON 0.0%
Value ($000) $79 Shares 283 Est. Cost $242.88 Unrealized +15.9%
ATO ATMOS Energy Corp Com 0.0%
Value ($000) $78 Shares 881 Est. Cost $69.91 Unrealized +23.9%
CHKP Check Point Software Technologies Ltd Technologis CORP COMMON 0.0%
Value ($000) $78 Shares 692 Est. Cost $116.03 Unrealized +5.0%
CTAS Cintas Corp COMMON 0.0%
Value ($000) $77 Shares 203 Est. Cost $71.08 Unrealized +32.2%
IWP iShares Tr Russell McP Gr 0.0%
Value ($000) $77 Shares 683 Est. Cost $108.13 Unrealized
FAST Fastenal Co Com 0.0%
Value ($000) $77 Shares 1,484 Est. Cost $12.24 Unrealized +99.4%
Nuveen Sel Inc Port 3 0.0%
Value ($000) $76 Shares 4,400 Est. Cost $14.32 Unrealized
EFG Ishares MSCI Eafe Growth Index ETF 0.0%
Value ($000) $76 Shares 710 Est. Cost $67.48 Unrealized
CDK Global Inc 0.0%
Value ($000) $75 Shares 1,755 Est. Cost $65.15 Unrealized
BUD Anheuser Busch Inbev SA/NV Sponsored ADR 0.0%
Value ($000) $74 Shares 1,310 Est. Cost $64.33 Unrealized
KIM Kimco Realty Corp 0.0%
Value ($000) $74 Shares 3,586 Est. Cost $17.58 Unrealized 0.0%
LW Lamb Weston Hldgs Inc Common 0.0%
Value ($000) $74 Shares 1,213 Est. Cost $42.74 Unrealized +47.1%
ALC Alcon Ag CORP COMMON 0.0%
Value ($000) $73 Shares 908 Est. Cost $57.07 Unrealized +33.1%
Splunk Inc Common 0.0%
Value ($000) $73 Shares 502 Est. Cost $107.75 Unrealized
Ishares Tr Ibonds Dec 2021 Termcorporate ETF Fund 0.0%
Value ($000) $72 Shares 2,914 Est. Cost $24.45 Unrealized
FLOT iShares Floating Rate Bond ETF 0.0%
Value ($000) $72 Shares 1,422 Est. Cost $50.50 Unrealized
EW Edwards Lifesciences Corp Com 0.0%
Value ($000) $72 Shares 633 Est. Cost $65.25 Unrealized +74.9%
MDLZ Mondelez Intl Inc Cl A 0.0%
Value ($000) $72 Shares 1,240 Est. Cost $36.21 Unrealized +53.1%
DOV Dover Corp Com 0.0%
Value ($000) $71 Shares 454 Est. Cost $60.64 Unrealized +158.3%
LHX L3harris Technologies INC CORP COMMON 0.0%
Value ($000) $71 Shares 321 Est. Cost $175.09 Unrealized +18.7%
CME CME Group Inc Class A 0.0%
Value ($000) $70 Shares 364 Est. Cost $107.05 Unrealized +58.1%
JNK SPDR Series Tr Barclays Highyield 0.0%
Value ($000) $70 Shares 644 Est. Cost $100.93 Unrealized
XLV Select Sector SPDR Tr Sbi Healthcare 0.0%
Value ($000) $69 Shares 542 Est. Cost $85.84 Unrealized
ICSH Ishares Ultra Short-term Bond Etf Short Term 0.0%
Value ($000) $69 Shares 1,373 Est. Cost $50.16 Unrealized
OKE Oneok Inc New Com 0.0%
Value ($000) $69 Shares 1,191 Est. Cost $38.09 Unrealized +11.2%
ADSK Autodesk INC CORP COMMON 0.0%
Value ($000) $69 Shares 243 Est. Cost $226.54 Unrealized +35.1%
PLTR Palantir Tech 0.0%
Value ($000) $69 Shares 2,854 Est. Cost $26.04 Unrealized -6.3%
AWR American States Water Co 0.0%
Value ($000) $68 Shares 800 Est. Cost $38.91 Unrealized +106.5%
TSLA Tesla Inc 0.0%
Value ($000) $68 Shares 88 Est. Cost $251.06 Unrealized -6.3%
CNI Canadian Natl Railway Co 0.0%
Value ($000) $68 Shares 587 Est. Cost $69.35 Unrealized +46.4%
SCHA Schwab US Small-cap Etf Small Cap 0.0%
Value ($000) $67 Shares 669 Est. Cost $70.32 Unrealized
SAP Sap Aktiengesellschaft Sponsored ADR 0.0%
Value ($000) $66 Shares 486 Est. Cost $109.37 Unrealized
IJT iShares Smallcap 600/Barra V 0.0%
Value ($000) $66 Shares 510 Est. Cost $131.05 Unrealized
IEF iShares Lehman 7-10 Yr Index 0.0%
Value ($000) $66 Shares 570 Est. Cost $122.17 Unrealized
AMP Ameriprise Finl Inc Com 0.0%
Value ($000) $65 Shares 245 Est. Cost $152.95 Unrealized +60.3%
GILD Gilead Sciences Stock 0.0%
Value ($000) $64 Shares 923 Est. Cost $52.52 Unrealized +13.1%
CMP Compass Minerals Intl Inc 0.0%
Value ($000) $64 Shares 1,000 Est. Cost $54.94 Unrealized +13.8%
RSP Invesco S&p 500 Eql Wght Etf Invsc S P Equal Weight 0.0%
Value ($000) $63 Shares 419 Est. Cost $108.49 Unrealized
SJM Smucker J M Co Com New 0.0%
Value ($000) $62 Shares 520 Est. Cost $104.26 Unrealized +5.3%
HYLB Xtrackers Usd High Yld Corporate Bd Etf Yield Cor Bnd 0.0%
Value ($000) $62 Shares 1,548 Est. Cost $46.66 Unrealized
EL Lauder Estee Cos Inc Cl A 0.0%
Value ($000) $61 Shares 202 Est. Cost $169.72 Unrealized +79.9%
CLX Clorox Co Del Com 0.0%
Value ($000) $61 Shares 370 Est. Cost $100.47 Unrealized +48.7%
SDY SPDR Ser Tr S&P Divid ETF 0.0%
Value ($000) $61 Shares 515 Est. Cost $118.45 Unrealized
GS Goldman Sachs Group Inc Com 0.0%
Value ($000) $61 Shares 161 Est. Cost $212.40 Unrealized +64.7%
PFG Principal Financial Group Incom 0.0%
Value ($000) $61 Shares 951 Est. Cost $43.68 Unrealized +25.4%
AZN Astrazeneca PLC Sponsored ADR 0.0%
Value ($000) $60 Shares 1,000 Est. Cost $31.18 Unrealized
Glaxo Smithkline PLC Sponsored ADR 0.0%
Value ($000) $60 Shares 1,570 Est. Cost $39.10 Unrealized
TFC Truist Financial Corp COMMON 0.0%
Value ($000) $59 Shares 1,009 Est. Cost $36.61 Unrealized +23.2%
CYRX Cryoport Inc 0.0%
Value ($000) $59 Shares 890 Est. Cost $61.67 Unrealized 0.0%
ORLY O'Reilly Automotive Inc 0.0%
Value ($000) $59 Shares 96 Est. Cost $33.33 Unrealized +20.1%
BR Broadridge Finl Solutions Incom 0.0%
Value ($000) $59 Shares 354 Est. Cost $70.15 Unrealized +125.2%
VGT Vanguard World Fds Inf Tech ETF 0.0%
Value ($000) $58 Shares 144 Est. Cost $136.23 Unrealized
CAJPY Canon Inc ADR 0.0%
Value ($000) $58 Shares 2,361 Est. Cost $23.47 Unrealized
VTRS Viatris INC CORP COMMON 0.0%
Value ($000) $58 Shares 4,247 Est. Cost $11.87 Unrealized -1.2%
VMI Valmont Inds Inc Com 0.0%
Value ($000) $58 Shares 247 Est. Cost $147.68 Unrealized +61.0%
IWL iShares Rusell Top 200 0.0%
Value ($000) $57 Shares 552 Est. Cost $90.58 Unrealized
HIG Hartford Finl Svcs Group Inccom 0.0%
Value ($000) $56 Shares 792 Est. Cost $39.87 Unrealized +51.6%
BSV Vanguard Short Term Bond 0.0%
Value ($000) $56 Shares 683 Est. Cost $80.07 Unrealized
EVRG Evergy INC CORP COMMON 0.0%
Value ($000) $55 Shares 881 Est. Cost $43.96 Unrealized +24.8%
FGD First Trust Dow Jones Globalselect Div 0.0%
Value ($000) $55 Shares 2,200 Est. Cost $25.00 Unrealized
Western Asset Claymore Inflation Fund 0.0%
Value ($000) $55 Shares 4,027 Est. Cost $11.62 Unrealized
BDX Becton Dickinson & Co Com 0.0%
Value ($000) $55 Shares 223 Est. Cost $154.34 Unrealized +47.8%
DNP Select Income Fund Inc 0.0%
Value ($000) $54 Shares 5,051 Est. Cost $10.70 Unrealized
XSLV Invesco S&p Smallcap Low Volatility Etf Invsc S P Volatilty 0.0%
Value ($000) $54 Shares 1,145 Est. Cost $47.16 Unrealized
FIS Fidelity National Information Services INC Informatn Svcs CORP COMMON 0.0%
Value ($000) $54 Shares 442 Est. Cost $121.68 Unrealized -0.8%
FIXD First Tr Exchange 0.0%
Value ($000) $54 Shares 1,000 Est. Cost $50.12 Unrealized
Ihs Markit 0.0%
Value ($000) $52 Shares 442 Est. Cost $73.43 Unrealized
AXTA Axalta Coating Systems Ltd, Philadelphia, Pa 0.0%
Value ($000) $52 Shares 1,796 Est. Cost $25.99 Unrealized +15.1%
OTIS Otis Worldwide Corp COMMON 0.0%
Value ($000) $52 Shares 632 Est. Cost $52.58 Unrealized +56.3%
ROK Rockwell Automation Inc 0.0%
Value ($000) $52 Shares 176 Est. Cost $218.99 Unrealized +30.0%
Brookfield Asset Management INC CLASS A CORP COMMON 0.0%
Value ($000) $52 Shares 973 Est. Cost $36.41 Unrealized
Canadian Pac Ry LTD Com 0.0%
Value ($000) $52 Shares 800 Est. Cost $91.00 Unrealized
FTCS First Trust Capital Strength ETF 0.0%
Value ($000) $52 Shares 700 Est. Cost $49.26 Unrealized
IQLT Ishares Edge Msci Intl Quality Factor Etf Qlt Fctr 0.0%
Value ($000) $51 Shares 1,343 Est. Cost $29.04 Unrealized
DAL Delta Air Lines Inc. 0.0%
Value ($000) $50 Shares 1,170 Est. Cost $50.79 Unrealized -21.8%
CNC Centene Corp 0.0%
Value ($000) $50 Shares 803 Est. Cost $61.05 Unrealized +9.5%
NUE Nucor Corp Com 0.0%
Value ($000) $49 Shares 500 Est. Cost $51.53 Unrealized +92.7%
IWN iShares Tr Rusl 2000 Valu 0.0%
Value ($000) $48 Shares 300 Est. Cost $116.17 Unrealized
SMDV Proshares Russell 2000 Dividend Growers Etf Dvd Grwrs 0.0%
Value ($000) $48 Shares 774 Est. Cost $49.10 Unrealized
CARR Carrier Global Corp COMMON 0.0%
Value ($000) $48 Shares 920 Est. Cost $17.13 Unrealized +196.0%
CWT California Wtr Svc Group Com 0.0%
Value ($000) $47 Shares 800 Est. Cost $29.04 Unrealized +92.1%
RYAAY Ryanair Holdings PLC 0.0%
Value ($000) $47 Shares 430 Est. Cost $83.76 Unrealized
SPYV Spdr Portfolio S&p 500 Value Etf 0.0%
Value ($000) $47 Shares 1,206 Est. Cost $25.69 Unrealized
SYK Stryker Corp Com 0.0%
Value ($000) $47 Shares 178 Est. Cost $175.29 Unrealized +45.6%
VRTX Vertex Pharmctls Inc 0.0%
Value ($000) $46 Shares 254 Est. Cost $219.03 Unrealized -10.9%
RIO Rio Tinto PLC Sponsored ADR 0.0%
Value ($000) $46 Shares 687 Est. Cost $57.47 Unrealized
EMB iShares JP Morgan Em Bond FD 0.0%
Value ($000) $45 Shares 407 Est. Cost $105.98 Unrealized
VGSH Vanguard Short Term Treasury Etf 0.0%
Value ($000) $45 Shares 731 Est. Cost $61.21 Unrealized
BNS BK Nova Scotia Halifax (Canada) 0.0%
Value ($000) $45 Shares 735 Est. Cost $37.78 Unrealized +30.8%
MCHP Microchip Technology Inc Com 0.0%
Value ($000) $45 Shares 290 Est. Cost $36.41 Unrealized +87.5%
Six Flags Entmt Corp 0.0%
Value ($000) $45 Shares 1,050 Est. Cost $59.09 Unrealized
TAK Takeda Pharmaceutical CO Ltd Pharmaceuticl ADR Rep 0.5 CORP COMMON 0.0%
Value ($000) $44 Shares 2,667 Est. Cost $18.73 Unrealized
ROP Roper Inds Inc New Com 0.0%
Value ($000) $44 Shares 98 Est. Cost $233.78 Unrealized +99.5%
SPDW SPDR Index Shs Fds 0.0%
Value ($000) $43 Shares 1,200 Est. Cost $27.71 Unrealized
FPX First Trust US Ipo Index Fund 0.0%
Value ($000) $43 Shares 350 Est. Cost $122.86 Unrealized
CRL Charles River Laboratories International INC Chrls Labs CORP COMMON 0.0%
Value ($000) $43 Shares 103 Est. Cost $152.45 Unrealized +172.4%
MKL Markel Corp Com 0.0%
Value ($000) $42 Shares 35 Est. Cost $997.50 Unrealized +23.6%
KLAC KLA-Tencor Corp Com 0.0%
Value ($000) $42 Shares 125 Est. Cost $122.14 Unrealized +160.9%
GM General Mtrs Co Com 0.0%
Value ($000) $41 Shares 784 Est. Cost $40.89 Unrealized +25.4%
ZBH Zimmer Hldgs Inc Com 0.0%
Value ($000) $41 Shares 280 Est. Cost $105.40 Unrealized +34.4%
CHD Church & Dwight Inc Com 0.0%
Value ($000) $41 Shares 500 Est. Cost $42.65 Unrealized +88.7%
WRB Berkley W R Corp Common 0.0%
Value ($000) $41 Shares 555 Est. Cost $21.52 Unrealized +37.4%
VEEV Veeva Systems INC CLASS A CORP COMMON 0.0%
Value ($000) $41 Shares 143 Est. Cost $229.54 Unrealized +38.3%
Royal Dutch Shell PLC Spon ADR B 0.0%
Value ($000) $40 Shares 894 Est. Cost $41.49 Unrealized
BIL Spdr Bloomberg Barclays 1-3 Month T-bill Etf Blmbrg Brcly 1 3 Mnth T 0.0%
Value ($000) $40 Shares 435 Est. Cost $91.95 Unrealized
NSC Norfolk Southern Corp Com 0.0%
Value ($000) $40 Shares 167 Est. Cost $97.78 Unrealized +138.8%
APA Apache Corporation 0.0%
Value ($000) $39 Shares 1,800 Est. Cost $16.81 Unrealized 0.0%
DXCM Dexcom Inc Common 0.0%
Value ($000) $39 Shares 72 Est. Cost $33.14 Unrealized +280.6%
BSX Boston Scientific Corp Common 0.0%
Value ($000) $38 Shares 876 Est. Cost $39.07 Unrealized +13.2%
MU Micron Technology Inc 0.0%
Value ($000) $38 Shares 539 Est. Cost $42.48 Unrealized +72.5%
MRNA Moderna 0.0%
Value ($000) $38 Shares 100 Est. Cost $144.91 Unrealized +154.5%
SHOP Shopify INC CLASS A Sub Vtg CORP COMMON 0.0%
Value ($000) $38 Shares 28 Est. Cost $114.03 Unrealized +31.4%
LDUR Pimco ETF Tr Low Durtn AC ETF 0.0%
Value ($000) $37 Shares 365 Est. Cost $99.67 Unrealized
PHG Koninklijke Philips NV 0.0%
Value ($000) $37 Shares 832 Est. Cost $44.08 Unrealized
WELL Welltower Inc 0.0%
Value ($000) $37 Shares 450 Est. Cost $48.83 Unrealized +57.3%
PDBC Invesco Optimum Yld Dvsfd Cmd Str No K-1 Etf Invsc Actvly Mng Optm Yd Dvrs 0.0%
Value ($000) $37 Shares 1,743 Est. Cost $12.01 Unrealized
SCHO Schwab Strategic Tr Sht Tm US Tres 0.0%
Value ($000) $37 Shares 723 Est. Cost $50.56 Unrealized
LULU Lululemon Athletica Inc 0.0%
Value ($000) $37 Shares 91 Est. Cost $318.98 Unrealized +25.6%
PCEF Invesco Cef Income Composite Etf Invsc 0.0%
Value ($000) $36 Shares 1,500 Est. Cost $20.00 Unrealized
Dun & Bradstreet 0.0%
Value ($000) $36 Shares 2,119 Est. Cost $23.60 Unrealized
BHP Billiton PLC 0.0%
Value ($000) $36 Shares 718 Est. Cost $44.93 Unrealized
WU Western Un Co Com 0.0%
Value ($000) $35 Shares 1,750 Est. Cost $20.26 Unrealized
GSLC Goldman Sachs Activebeta US Large Cap Equity Etf Actvbeta Lrg 0.0%
Value ($000) $35 Shares 405 Est. Cost $61.42 Unrealized
SBAC SBA Communications Corp New 0.0%
Value ($000) $35 Shares 107 Est. Cost $158.85 Unrealized +104.1%
HSY Hershey Co Com 0.0%
Value ($000) $34 Shares 200 Est. Cost $158.83 Unrealized 0.0%
BHP BHP Billiton LTD Sponsored ADR 0.0%
Value ($000) $34 Shares 639 Est. Cost $53.21 Unrealized
FFTY Innovator Ibd 50 Etf 0.0%
Value ($000) $34 Shares 720 Est. Cost $27.27 Unrealized
MDU MDU RES Group Inc Com 0.0%
Value ($000) $34 Shares 1,134 Est. Cost $7.90 Unrealized +33.3%
NVO Novo Nordisk A/S 0.0%
Value ($000) $34 Shares 359 Est. Cost $53.72 Unrealized
VSS Vanguard FTSE All WO X US 0.0%
Value ($000) $34 Shares 258 Est. Cost $95.92 Unrealized
NFLX Netflix INC CORP COMMON 0.0%
Value ($000) $34 Shares 55 Est. Cost $49.94 Unrealized +10.2%
Hanesbrands Inc Com 0.0%
Value ($000) $33 Shares 1,900 Est. Cost $12.63 Unrealized
Royal Dutch Shell PLC Spons ADR A 0.0%
Value ($000) $32 Shares 718 Est. Cost $53.23 Unrealized
IBN ICICI BK Limited ADR (India) 0.0%
Value ($000) $31 Shares 1,666 Est. Cost $10.19 Unrealized
DG Dollar General Corp 0.0%
Value ($000) $31 Shares 144 Est. Cost $192.21 Unrealized +9.5%
PH Parker Hannifin Corp 0.0%
Value ($000) $31 Shares 112 Est. Cost $273.58 Unrealized +2.5%
PKX Posco Sponsored ADR 0.0%
Value ($000) $30 Shares 432 Est. Cost $69.80 Unrealized
STX Seagate Technology Holdings PLC 0.0%
Value ($000) $30 Shares 365 Est. Cost $75.21 Unrealized 0.0%
CRTO Criteo SA 0.0%
Value ($000) $30 Shares 814 Est. Cost $15.74 Unrealized
IWO iShares Tr Russell 2000 Grw 0.0%
Value ($000) $29 Shares 100 Est. Cost $169.38 Unrealized
Twitter Inc Com 0.0%
Value ($000) $29 Shares 488 Est. Cost $63.41 Unrealized
PPG PPG Inds Inc Com 0.0%
Value ($000) $29 Shares 200 Est. Cost $87.76 Unrealized +67.2%
XLI SPDR FD-Sh of Beneficial Int 0.0%
Value ($000) $29 Shares 300 Est. Cost $66.67 Unrealized
WDC Western Digital Corp Com 0.0%
Value ($000) $28 Shares 504 Est. Cost $39.38 Unrealized +20.2%
FMX Fomento Economico Mexicano Sab De Cv Econ ADR Representing 10 CORP COMMON 0.0%
Value ($000) $28 Shares 327 Est. Cost $75.67 Unrealized
Lexington Realty Trust Com 0.0%
Value ($000) $28 Shares 2,200 Est. Cost $10.00 Unrealized
VOT Vanguard Mid-Cap Growth ETF 0.0%
Value ($000) $28 Shares 117 Est. Cost $166.58 Unrealized
Ishares Ibonds Dec 2025 Term Corporate Etf Ishr Ibnd Trm 0.0%
Value ($000) $28 Shares 1,060 Est. Cost $23.58 Unrealized
CDW CDW Corp 0.0%
Value ($000) $28 Shares 155 Est. Cost $50.65 Unrealized +253.3%
CAH Cardinal Health Inc Com 0.0%
Value ($000) $28 Shares 575 Est. Cost $53.74 Unrealized -9.0%
RPV Invesco S&p 500 Pure Value Etf Invsc S P 0.0%
Value ($000) $27 Shares 352 Est. Cost $67.34 Unrealized
ABEV Ambev SA Sponsored ADR 0.0%
Value ($000) $27 Shares 9,851 Est. Cost $3.93 Unrealized
TPR Tapestry Inc 0.0%
Value ($000) $27 Shares 731 Est. Cost $33.47 Unrealized +8.8%
TRU Transunion CORP COMMON 0.0%
Value ($000) $27 Shares 239 Est. Cost $86.71 Unrealized +32.5%
ASML Asml Holding Nv ADR Rep CORP COMMON 0.0%
Value ($000) $27 Shares 36 Est. Cost $694.44 Unrealized
GRID First Trust NASDAQ Clean Edge Smart Grid Index 0.0%
Value ($000) $27 Shares 295 Est. Cost $89.34 Unrealized
CHWY Chewy Inc 0.0%
Value ($000) $26 Shares 375 Est. Cost $82.77 Unrealized 0.0%
CTVA Corteva INC CORP COMMON 0.0%
Value ($000) $26 Shares 618 Est. Cost $41.24 Unrealized 0.0%
CQQQ Invesco China Technology Etf Invsc 0.0%
Value ($000) $26 Shares 400 Est. Cost $58.75 Unrealized
XLU Sector XLX Utilities 0.0%
Value ($000) $26 Shares 400 Est. Cost $51.57 Unrealized
WSO Watsco Inc 0.0%
Value ($000) $26 Shares 100 Est. Cost $280.42 Unrealized 0.0%
TDOC Teladoc Health INC CORP COMMON 0.0%
Value ($000) $26 Shares 205 Est. Cost $188.56 Unrealized -22.8%
BBVA Banco Bilbao Vizcaya Argentaria SA 0.0%
Value ($000) $26 Shares 3,965 Est. Cost $5.23 Unrealized
KT KT Corp 0.0%
Value ($000) $26 Shares 1,920 Est. Cost $12.81 Unrealized
PNC PNC Financial Services Group Inc 0.0%
Value ($000) $26 Shares 131 Est. Cost $91.30 Unrealized +76.1%
MINT Pimco Exch Traded Fund 0.0%
Value ($000) $25 Shares 250 Est. Cost $101.25 Unrealized
BABA Alibaba Group Hldg LTD Spon ADR 0.0%
Value ($000) $25 Shares 166 Est. Cost $224.59 Unrealized
AZO Autozone INC CORP COMMON 0.0%
Value ($000) $25 Shares 15 Est. Cost $1314.54 Unrealized +22.0%
VMBS Vanguard Mtg-Backed 0.0%
Value ($000) $25 Shares 477 Est. Cost $52.07 Unrealized
TECB Ishares US Tech Breakthrough Multisector Etf Brkthrgh Mltsctr 0.0%
Value ($000) $25 Shares 599 Est. Cost $33.38 Unrealized
IEX Idex Corp 0.0%
Value ($000) $25 Shares 123 Est. Cost $186.85 Unrealized +12.5%
SKYY First Tr Ise Cloud Comp Inx ETF 0.0%
Value ($000) $25 Shares 240 Est. Cost $48.98 Unrealized
ABBNY ABB LTD 0.0%
Value ($000) $25 Shares 744 Est. Cost $31.14 Unrealized
Unilever PLC Spon ADR New 0.0%
Value ($000) $25 Shares 464 Est. Cost $51.82 Unrealized
EA Electronic Arts INC CORP COMMON 0.0%
Value ($000) $25 Shares 175 Est. Cost $105.53 Unrealized +29.8%
IXC iShares Global Energy ETF 0.0%
Value ($000) $25 Shares 949 Est. Cost $32.09 Unrealized
Duke Weeks Realty Corp Com New 0.0%
Value ($000) $24 Shares 500 Est. Cost $26.00 Unrealized
MNST Monster Beverage Cor 0.0%
Value ($000) $24 Shares 270 Est. Cost $24.99 Unrealized +89.1%
NVDA Nvidia Corp 0.0%
Value ($000) $24 Shares 115 Est. Cost $20.72 Unrealized 0.0%
DHI Dr Horton Inc 0.0%
Value ($000) $24 Shares 281 Est. Cost $32.22 Unrealized +173.5%
AIG American Intl Group 0.0%
Value ($000) $24 Shares 431 Est. Cost $38.34 Unrealized +21.6%
ELV Anthem Inc 0.0%
Value ($000) $23 Shares 61 Est. Cost $280.01 Unrealized +27.7%
BP BP PLC Sponsored ADR 0.0%
Value ($000) $23 Shares 856 Est. Cost $30.39 Unrealized
XYL Xylem Inc Com 0.0%
Value ($000) $23 Shares 188 Est. Cost $90.58 Unrealized +34.9%
APD Air Prods & Chems Inc Com 0.0%
Value ($000) $23 Shares 89 Est. Cost $134.92 Unrealized +83.0%
Nuveen Mun Value FD Inc Com 0.0%
Value ($000) $23 Shares 2,000 Est. Cost $10.00 Unrealized
IYF Ishares Trust Dj US Financial Financials Etf 0.0%
Value ($000) $23 Shares 283 Est. Cost $84.38 Unrealized
Nuance Communications INC CORP COMMON 0.0%
Value ($000) $23 Shares 413 Est. Cost $28.12 Unrealized
OMC Omnicom Group Inc Com 0.0%
Value ($000) $23 Shares 323 Est. Cost $62.46 Unrealized +1.8%
HUM Humana Inc Com 0.0%
Value ($000) $23 Shares 59 Est. Cost $191.96 Unrealized +111.9%
ITUB ITAU Unibanco SA (Brazil) 0.0%
Value ($000) $23 Shares 4,385 Est. Cost $6.52 Unrealized
ISTB Ishares Core 1-5 year USD Bond ETF 0.0%
Value ($000) $23 Shares 450 Est. Cost $50.56 Unrealized
MDYG Spdr Dj Wilshire Mid Cap Growth Etf S&p 400 0.0%
Value ($000) $23 Shares 300 Est. Cost $52.55 Unrealized
VIS Vanguard Industrials Etf 0.0%
Value ($000) $23 Shares 124 Est. Cost $169.35 Unrealized
Healthcare Rlty Tr Com 0.0%
Value ($000) $22 Shares 725 Est. Cost $33.10 Unrealized
XLY Select Sector Spdr Tr Consumer Discretionary 0.0%
Value ($000) $22 Shares 123 Est. Cost $170.73 Unrealized
BF/B Brown Forman Corp Cl B 0.0%
Value ($000) $22 Shares 334 Est. Cost $58.15 Unrealized +11.1%
ICLR Icon Plc CORP COMMON 0.0%
Value ($000) $22 Shares 84 Est. Cost $193.67 Unrealized +25.5%
Atlassian Corporation Plc CLASS A CORP COMMON 0.0%
Value ($000) $22 Shares 56 Est. Cost $392.86 Unrealized
PII Polaris Inds Inc Com 0.0%
Value ($000) $22 Shares 180 Est. Cost $86.07 Unrealized +47.6%
PINS Pintrest Inc 0.0%
Value ($000) $22 Shares 430 Est. Cost $61.44 Unrealized 0.0%
ARCC Ares Cap Corp Com 0.0%
Value ($000) $22 Shares 1,100 Est. Cost $7.61 Unrealized +73.5%
CPRT Copart INC CORP COMMON 0.0%
Value ($000) $22 Shares 156 Est. Cost $27.17 Unrealized +31.5%
IJS iShares Smallcap 600/Barra 0.0%
Value ($000) $22 Shares 220 Est. Cost $109.23 Unrealized
CNP Centerpoint Energy Inc Com 0.0%
Value ($000) $21 Shares 843 Est. Cost $19.95 Unrealized +14.6%
ABNB Air BnB Ordinary Share Class A 0.0%
Value ($000) $21 Shares 128 Est. Cost $152.75 Unrealized 0.0%
IQDY Flexshares International Quality Div Dyn Idx Flexshs Intl Qty Ind Etf 0.0%
Value ($000) $21 Shares 696 Est. Cost $30.17 Unrealized
Petrochina Co Ltd Sponsored ADR 0.0%
Value ($000) $20 Shares 422 Est. Cost $47.39 Unrealized
WHR Whirlpool Corp Com 0.0%
Value ($000) $20 Shares 100 Est. Cost $219.31 Unrealized 0.0%
TLK Pt Telekomunikasi Indonesia TBK 0.0%
Value ($000) $20 Shares 778 Est. Cost $25.71 Unrealized
KKR Kkr & CO INC And CLASS A CORP COMMON 0.0%
Value ($000) $20 Shares 326 Est. Cost $43.56 Unrealized +38.9%
KOMP Spdr S&p Kensho New Economies Composite Etf Eco COMMON 0.0%
Value ($000) $20 Shares 327 Est. Cost $43.84 Unrealized
INGR Ingredion Inc Com 0.0%
Value ($000) $20 Shares 230 Est. Cost $84.39 Unrealized +4.4%
MSCI Msci INC CORP COMMON 0.0%
Value ($000) $20 Shares 33 Est. Cost $311.45 Unrealized +87.2%
NNN National Retail Properties Icom 0.0%
Value ($000) $19 Shares 441 Est. Cost $43.73 Unrealized
WTRG Essential Utilities INC CORP COMMON 0.0%
Value ($000) $19 Shares 423 Est. Cost $42.96 Unrealized +12.8%
HDB Hdfc Bk Ltd ADR Repstg 3 Shs 0.0%
Value ($000) $19 Shares 258 Est. Cost $66.83 Unrealized
NVT Nvent Electric Plc CORP COMMON 0.0%
Value ($000) $19 Shares 586 Est. Cost $23.72 Unrealized +27.8%
CASY Casey's General Stores Inc 0.0%
Value ($000) $19 Shares 100 Est. Cost $107.43 Unrealized +77.7%
VSAT Viasat Inc 0.0%
Value ($000) $19 Shares 344 Est. Cost $48.42 Unrealized +5.5%
IFF International Flavors & Fragrances Inc 0.0%
Value ($000) $19 Shares 141 Est. Cost $126.29 Unrealized +2.9%
SNY Sanofi Aventis Sponsored ADR 0.0%
Value ($000) $19 Shares 394 Est. Cost $49.34 Unrealized
SPYG SPDR S&P 500 Growth ETF 0.0%
Value ($000) $19 Shares 300 Est. Cost $63.33 Unrealized
PGF Invesco Financial Preferred Etf Invsc 0.0%
Value ($000) $19 Shares 1,000 Est. Cost $17.00 Unrealized
XLF Select Sector SPDR Tr Sbi Int-Finl 0.0%
Value ($000) $18 Shares 486 Est. Cost $24.48 Unrealized
IHI iShares US Medical 0.0%
Value ($000) $18 Shares 288 Est. Cost $81.22 Unrealized
Invesco Van Kampen Bond Fund 0.0%
Value ($000) $18 Shares 878 Est. Cost $19.09 Unrealized
CI Cigna Corp COMMON 0.0%
Value ($000) $18 Shares 90 Est. Cost $165.68 Unrealized +21.2%
DOCU Docusign Inc 0.0%
Value ($000) $18 Shares 70 Est. Cost $253.53 Unrealized +13.6%
NOK Nokia Corp Sponsored ADR 0.0%
Value ($000) $18 Shares 3,321 Est. Cost $3.90 Unrealized
CTSH Cognizant Technology Solutiocl A 0.0%
Value ($000) $18 Shares 237 Est. Cost $56.54 Unrealized +21.7%
NBIS Yandex Nv CLASS A CORP COMMON 0.0%
Value ($000) $18 Shares 223 Est. Cost $38.02 Unrealized
TM Toyota Motor Corpation 0.0%
Value ($000) $18 Shares 100 Est. Cost $171.40 Unrealized
MCK McKesson Corp Com 0.0%
Value ($000) $18 Shares 90 Est. Cost $139.47 Unrealized +39.9%
LEN Lennar Corp Cl A 0.0%
Value ($000) $18 Shares 192 Est. Cost $50.71 Unrealized +83.0%
OSK Oshkosh Truck Corp Cl B 0.0%
Value ($000) $18 Shares 176 Est. Cost $59.83 Unrealized +77.8%
GEN NortonLifelock 0.0%
Value ($000) $18 Shares 722 Est. Cost $20.48 Unrealized +16.0%
FISV Fiserv INC CORP COMMON 0.0%
Value ($000) $18 Shares 165 Est. Cost $115.09 Unrealized -2.9%
JCI Johnson Controls Inc. Shs 0.0%
Value ($000) $18 Shares 265 Est. Cost $38.32 Unrealized +72.8%
PSA Public Storage 0.0%
Value ($000) $18 Shares 60 Est. Cost $154.24 Unrealized +66.8%
ADM Archer Daniels Midland Co 0.0%
Value ($000) $17 Shares 280 Est. Cost $31.91 Unrealized +66.0%
AVTR Avantor INC CORP COMMON 0.0%
Value ($000) $17 Shares 420 Est. Cost $27.45 Unrealized +42.3%
WMB Williams Cos Inc Del Com 0.0%
Value ($000) $17 Shares 650 Est. Cost $17.83 Unrealized +14.4%
RNG Ringcentral INC CLASS A CORP COMMON 0.0%
Value ($000) $17 Shares 77 Est. Cost $276.74 Unrealized -8.4%
WAB Westinghouse Air Brake Technologies Corp Wabtec COMMON 0.0%
Value ($000) $17 Shares 200 Est. Cost $83.78 Unrealized +0.3%
WPP WPP PLC Sponsored 0.0%
Value ($000) $17 Shares 249 Est. Cost $65.84 Unrealized
IDV iShares Tr Dow Jones Epac Select Div 0.0%
Value ($000) $17 Shares 550 Est. Cost $28.88 Unrealized
OLN Olin Corp Common Par $1 0.0%
Value ($000) $17 Shares 351 Est. Cost $42.76 Unrealized 0.0%
ZIM ZIM Integrated Shipping Service LTD Ordinary Shs 0.0%
Value ($000) $17 Shares 341 Est. Cost $46.70 Unrealized 0.0%
COUP Software Inc 0.0%
Value ($000) $17 Shares 76 Est. Cost $223.68 Unrealized
MDIV FT Multi Asset Diversif Inc IDX ETF 0.0%
Value ($000) $16 Shares 1,000 Est. Cost $17.00 Unrealized
Horizon Pharma PLC 0.0%
Value ($000) $16 Shares 142 Est. Cost $91.55 Unrealized
SIMO Silicon Motion Technology Corp Techno ADR Rep 4 COMMON 0.0%
Value ($000) $16 Shares 232 Est. Cost $37.63 Unrealized
F Ford Mtr Co Del Com Par $0.01 0.0%
Value ($000) $16 Shares 1,100 Est. Cost $8.75 Unrealized +17.9%
TTD Trade Desk INC CLASS A CORP COMMON 0.0%
Value ($000) $16 Shares 221 Est. Cost $62.08 Unrealized +24.5%
GH Guardant Health Inc Com 0.0%
Value ($000) $15 Shares 121 Est. Cost $148.38 Unrealized -19.9%
KHC The Kraft Heinz Company 0.0%
Value ($000) $15 Shares 403 Est. Cost $53.55 Unrealized -43.0%
HEDJ Wisdomtree Europe Hedged Equity 0.0%
Value ($000) $15 Shares 200 Est. Cost $62.50 Unrealized
CIBR First Trust Nasdaq Cybersecurity Etf Cybrscrty 0.0%
Value ($000) $15 Shares 300 Est. Cost $33.33 Unrealized
URI United Rentals INC Rental CORP COMMON 0.0%
Value ($000) $15 Shares 44 Est. Cost $325.11 Unrealized 0.0%
LVS Las Vegas Sands Corp 0.0%
Value ($000) $15 Shares 411 Est. Cost $49.32 Unrealized -17.0%
First Trust Energy Income And Growth Fund Grw Cf 0.0%
Value ($000) $15 Shares 1,102 Est. Cost $9.36 Unrealized
HUBS Hubspot Inc 0.0%
Value ($000) $15 Shares 22 Est. Cost $644.26 Unrealized 0.0%
HAL Halliburton Co Com 0.0%
Value ($000) $14 Shares 638 Est. Cost $26.19 Unrealized -28.2%
SONY Sony Corp Amern Sh New 0.0%
Value ($000) $14 Shares 124 Est. Cost $106.95 Unrealized
DES Wisdomtree Smallcap Dividendfund 0.0%
Value ($000) $14 Shares 450 Est. Cost $42.96 Unrealized
Pioneer Nat RES Co Com 0.0%
Value ($000) $14 Shares 87 Est. Cost $160.92 Unrealized
BKR Baker Hughes Inc 0.0%
Value ($000) $14 Shares 574 Est. Cost $20.23 Unrealized -1.1%
ASX ASE Tech 0.0%
Value ($000) $14 Shares 1,831 Est. Cost $7.65 Unrealized
Marathon Oil Corp Com 0.0%
Value ($000) $14 Shares 1,035 Est. Cost $14.44 Unrealized
MSI Motorola Inc 0.0%
Value ($000) $13 Shares 56 Est. Cost $164.80 Unrealized +33.5%
FIW First Trust Water ETF 0.0%
Value ($000) $13 Shares 150 Est. Cost $86.67 Unrealized
INMD Inmode Ltd 0.0%
Value ($000) $13 Shares 81 Est. Cost $32.44 Unrealized +88.1%
SLB Schlumberger LTD Com 0.0%
Value ($000) $13 Shares 454 Est. Cost $46.46 Unrealized -44.0%
FERG1GBX Ferguson PLC New 0.0%
Value ($000) $13 Shares 93 Est. Cost $139.78 Unrealized
GRFS Grifols SA 0.0%
Value ($000) $13 Shares 896 Est. Cost $17.02 Unrealized
TMUS T-mobile US INC T Mobile CORP COMMON 0.0%
Value ($000) $13 Shares 98 Est. Cost $102.08 Unrealized +31.8%
John Hancock Premium Dividend Fund 0.0%
Value ($000) $13 Shares 788 Est. Cost $16.50 Unrealized
Allete Inc Com New 0.0%
Value ($000) $12 Shares 200 Est. Cost $66.67 Unrealized
TRP Tc Energy Corp COMMON 0.0%
Value ($000) $12 Shares 250 Est. Cost $34.32 Unrealized +12.5%
SKYW Skywest Inc Com 0.0%
Value ($000) $12 Shares 240 Est. Cost $35.67 Unrealized +22.0%
COR Amerisourcebergen Corp Com 0.0%
Value ($000) $12 Shares 102 Est. Cost $88.38 Unrealized +27.2%
KSS Kohls Corp Com 0.0%
Value ($000) $12 Shares 254 Est. Cost $54.01 Unrealized -1.1%
IX Orix Corporation Spons 0.0%
Value ($000) $12 Shares 130 Est. Cost $90.89 Unrealized
Discover Finl Svcs Com 0.0%
Value ($000) $12 Shares 100 Est. Cost $94.89 Unrealized
VOD Vodafone Group PLC New Spnsr ADR No Par 0.0%
Value ($000) $12 Shares 749 Est. Cost $22.15 Unrealized
HPE Hewlett Packard Enterprise Co 0.0%
Value ($000) $11 Shares 801 Est. Cost $10.97 Unrealized +15.6%
Hess Corp Com 0.0%
Value ($000) $11 Shares 138 Est. Cost $71.04 Unrealized
Industrias Bachoco Sab De CV 0.0%
Value ($000) $11 Shares 258 Est. Cost $38.76 Unrealized
GTO Invesco Total Return Bond Etf Invsc 0.0%
Value ($000) $11 Shares 200 Est. Cost $58.45 Unrealized
DLB Dolby Labortories 0.0%
Value ($000) $11 Shares 127 Est. Cost $88.73 Unrealized +1.8%
DTE Dte Energy Common 0.0%
Value ($000) $11 Shares 100 Est. Cost $62.98 Unrealized +60.8%
RGA Reinsurance Group Of America INC Amer CORP COMMON 0.0%
Value ($000) $11 Shares 100 Est. Cost $113.92 Unrealized 0.0%
RF Regions Financial Corp 0.0%
Value ($000) $11 Shares 528 Est. Cost $11.89 Unrealized +39.3%
DGX Quest Diagnostics Inc Common 0.0%
Value ($000) $11 Shares 77 Est. Cost $112.12 Unrealized +19.9%
PGR Progressive Corp OH 0.0%
Value ($000) $11 Shares 117 Est. Cost $68.09 Unrealized +25.3%
ATR Aptargroup INC CORP COMMON 0.0%
Value ($000) $11 Shares 90 Est. Cost $100.43 Unrealized +23.5%
NOMD Nomad Foods Ltd CORP COMMON 0.0%
Value ($000) $11 Shares 417 Est. Cost $22.59 Unrealized +20.1%
SHG Shinhan Financial 0.0%
Value ($000) $11 Shares 333 Est. Cost $32.45 Unrealized
PRU Prudential Finl Inc Com 0.0%
Value ($000) $11 Shares 100 Est. Cost $83.42 Unrealized 0.0%
TRIP Tripadvisor Inc 0.0%
Value ($000) $11 Shares 313 Est. Cost $43.41 Unrealized -17.4%
TYL Tyler Technologies INC CORP COMMON 0.0%
Value ($000) $11 Shares 24 Est. Cost $439.65 Unrealized +8.6%
Lam Research Corp 0.0%
Value ($000) $11 Shares 19 Est. Cost $344.83 Unrealized
FHN First Horizon Corp 0.0%
Value ($000) $11 Shares 656 Est. Cost $13.32 Unrealized +2.4%
Cree Inc Com 0.0%
Value ($000) $11 Shares 133 Est. Cost $82.71 Unrealized
SPHB Invesco S&p 500 High Beta Etf Invsc S P 0.0%
Value ($000) $11 Shares 156 Est. Cost $69.77 Unrealized
MFG Mizuho Financial Group 0.0%
Value ($000) $11 Shares 3,992 Est. Cost $3.01 Unrealized
AAP Advance Auto Parts Inc 0.0%
Value ($000) $11 Shares 53 Est. Cost $149.06 Unrealized +25.1%
LNG Cheniere Energy Inc 0.0%
Value ($000) $10 Shares 106 Est. Cost $68.37 Unrealized +28.0%
MHK Mohawk Industries Inc 0.0%
Value ($000) $10 Shares 57 Est. Cost $136.17 Unrealized +42.3%
VUSB Vanguard Ultra Short Bond ETF 0.0%
Value ($000) $10 Shares 200 Est. Cost $50.00 Unrealized
OGS One Gas Inc Com 0.0%
Value ($000) $10 Shares 150 Est. Cost $64.84 Unrealized +10.0%
Citrix Systems Inc 0.0%
Value ($000) $10 Shares 92 Est. Cost $117.98 Unrealized
ITT Itt INC CORP COMMON 0.0%
Value ($000) $10 Shares 122 Est. Cost $62.03 Unrealized +51.3%
STOT SPDR DoubleLine Short Duration Totl Return 0.0%
Value ($000) $10 Shares 196 Est. Cost $50.78 Unrealized
BK Bank New York Mellon Corp 0.0%
Value ($000) $10 Shares 187 Est. Cost $37.48 Unrealized +22.4%
SPEM Spdr Portfolio Emerging Markets Etf Index Shares Emerg Markt 0.0%
Value ($000) $10 Shares 241 Est. Cost $41.49 Unrealized
CNQ Canadian Natural Resources LTD 0.0%
Value ($000) $10 Shares 281 Est. Cost $13.45 Unrealized 0.0%
PHM Pulte Group Inc 0.0%
Value ($000) $10 Shares 210 Est. Cost $44.49 Unrealized +11.9%
FE Firstenergy Corp Common 0.0%
Value ($000) $10 Shares 270 Est. Cost $25.63 Unrealized +24.0%
IGHG Proshares Investment grade- Interest Rate Hedged ETF 0.0%
Value ($000) $10 Shares 128 Est. Cost $78.13 Unrealized
Syneos Health Inc 0.0%
Value ($000) $10 Shares 109 Est. Cost $91.74 Unrealized
GMAB Genmab A/s ADR 0.0%
Value ($000) $10 Shares 231 Est. Cost $43.29 Unrealized
GGB Gerdau 0.0%
Value ($000) $10 Shares 2,129 Est. Cost $5.17 Unrealized
LKQ LKQ Corp 0.0%
Value ($000) $10 Shares 191 Est. Cost $45.68 Unrealized 0.0%
PKG Packaging Corp America 0.0%
Value ($000) $10 Shares 73 Est. Cost $80.43 Unrealized +55.1%
ARE Alexandria Real Estate Equitities 0.0%
Value ($000) $10 Shares 51 Est. Cost $146.61 Unrealized +11.9%
PNR Pentair PLC 0.0%
Value ($000) $9 Shares 129 Est. Cost $53.87 Unrealized +30.9%
Aptiv Plc CORP COMMON 0.0%
Value ($000) $9 Shares 62 Est. Cost $96.77 Unrealized
AON PLC Shs Cl A 0.0%
Value ($000) $9 Shares 33 Est. Cost $225.00 Unrealized
TX Ternium SA ADR 0.0%
Value ($000) $9 Shares 205 Est. Cost $43.90 Unrealized
FTGC First Tr Global Tactical Commodity Strategy FD 0.0%
Value ($000) $9 Shares 372 Est. Cost $20.13 Unrealized
GL Global Life Inc 0.0%
Value ($000) $9 Shares 98 Est. Cost $92.04 Unrealized -2.1%
UCON First Trust TCW Unconstrained Plus Bond ETF 0.0%
Value ($000) $9 Shares 350 Est. Cost $25.71 Unrealized
Total S A Sponsored ADR 0.0%
Value ($000) $9 Shares 187 Est. Cost $48.76 Unrealized
LNT Alliant Energy Corp Com 0.0%
Value ($000) $9 Shares 160 Est. Cost $42.55 Unrealized +20.5%
EMBJ Embraer SA 0.0%
Value ($000) $9 Shares 519 Est. Cost $10.12 Unrealized
VWOB Vanguard Emerging Markets Govt Bd Idx Markt Bnd Etf 0.0%
Value ($000) $9 Shares 111 Est. Cost $81.08 Unrealized
IVOV Vanguard S&P Mid-Cap 400 Value Index ETF 0.0%
Value ($000) $9 Shares 57 Est. Cost $87.72 Unrealized
FITB Fifth Third Bancorp Com 0.0%
Value ($000) $9 Shares 218 Est. Cost $32.28 Unrealized 0.0%
CHTR Charter Communications Inc New Class A 0.0%
Value ($000) $9 Shares 13 Est. Cost $758.74 Unrealized 0.0%
EXAS Exact Sciensces Corp 0.0%
Value ($000) $9 Shares 97 Est. Cost $105.58 Unrealized 0.0%
KOF Coca-cola FEMSA ADS 0.0%
Value ($000) $9 Shares 156 Est. Cost $50.00 Unrealized
BWX SPDR Lehman Intl Treasury Bd 0.0%
Value ($000) $9 Shares 300 Est. Cost $26.91 Unrealized
EWJ Ishares Inc Msci Japan Etf New 0.0%
Value ($000) $9 Shares 125 Est. Cost $50.00 Unrealized
HWM Howmet Aerospace INC CORP COMMON 0.0%
Value ($000) $9 Shares 277 Est. Cost $21.94 Unrealized +44.8%
AIA iShares S&P Asia 50 0.0%
Value ($000) $9 Shares 116 Est. Cost $51.28 Unrealized
FEZ SPDR Euro Stoxx 50 Fund 0.0%
Value ($000) $9 Shares 194 Est. Cost $36.29 Unrealized
BBY Best Buy Inc Com 0.0%
Value ($000) $8 Shares 76 Est. Cost $81.81 Unrealized +12.4%
IVLU IShares Edge MSCI Intl Value Factor ETF 0.0%
Value ($000) $8 Shares 304 Est. Cost $26.32 Unrealized
RHI Robert Half International INC CORP COMMON 0.0%
Value ($000) $8 Shares 77 Est. Cost $52.41 Unrealized +86.8%
FCX Freeport-McMoran Copper 0.0%
Value ($000) $8 Shares 249 Est. Cost $30.35 Unrealized +9.0%
RDVY First Trust Rising Dividend Achievers Etf Ft 0.0%
Value ($000) $8 Shares 175 Est. Cost $45.71 Unrealized
PPL PPL Corp Com 0.0%
Value ($000) $8 Shares 300 Est. Cost $24.04 Unrealized +2.3%
PBR/A Petroleo Brasileiro ADR 0.0%
Value ($000) $8 Shares 800 Est. Cost $8.75 Unrealized
Spdr Gold Minishares Trust Etv 0.0%
Value ($000) $8 Shares 439 Est. Cost $15.95 Unrealized
Fleetcor Technologies Inc 0.0%
Value ($000) $8 Shares 31 Est. Cost $258.06 Unrealized
IONS Ionis Pharmaceuticals Inc 0.0%
Value ($000) $8 Shares 227 Est. Cost $55.77 Unrealized -32.4%
Credit Suisse Group Ag Grp ADR Reptg One CORP COMMON 0.0%
Value ($000) $8 Shares 770 Est. Cost $10.10 Unrealized
Fireeye Inc 0.0%
Value ($000) $8 Shares 430 Est. Cost $18.60 Unrealized
FLEX Flextronics Intl LTD Ord 0.0%
Value ($000) $8 Shares 437 Est. Cost $10.04 Unrealized +33.9%
China Mobile Limited Sponsored ADR 0.0%
Value ($000) $8 Shares 275 Est. Cost $49.38 Unrealized
URBN Urban Outfitters Inc Com 0.0%
Value ($000) $8 Shares 266 Est. Cost $37.39 Unrealized -4.4%
USFD US Foods Holding Corp 0.0%
Value ($000) $8 Shares 218 Est. Cost $34.30 Unrealized 0.0%
MUFG Mitsubishi Ufj Financial Group INC Fncl Grp Ads Rep CORP COMMON 0.0%
Value ($000) $8 Shares 1,409 Est. Cost $5.68 Unrealized
LYFT LYFT INC CLASS A 0.0%
Value ($000) $7 Shares 139 Est. Cost $55.64 Unrealized -4.7%
ORANY Orange SA 0.0%
Value ($000) $7 Shares 690 Est. Cost $12.01 Unrealized
QQQJ Invesco Nasdaq Next Gen 100 Etf 0.0%
Value ($000) $7 Shares 200 Est. Cost $30.00 Unrealized
CRNC Cerence INC CORP COMMON 0.0%
Value ($000) $7 Shares 74 Est. Cost $110.06 Unrealized -0.8%
VLO Valero Energy Corp New Com 0.0%
Value ($000) $7 Shares 101 Est. Cost $53.58 Unrealized +7.4%
LBRDK Liberty Broadbank Corp Ser C 0.0%
Value ($000) $7 Shares 41 Est. Cost $141.71 Unrealized +19.0%
Discovery Communicatns New Com Ser A 0.0%
Value ($000) $7 Shares 286 Est. Cost $43.26 Unrealized
CRH PLC 0.0%
Value ($000) $7 Shares 159 Est. Cost $46.44 Unrealized
FTV Fortive Corp 0.0%
Value ($000) $7 Shares 97 Est. Cost $43.62 Unrealized +23.1%
QRVO Qorvo INC CORP COMMON 0.0%
Value ($000) $7 Shares 43 Est. Cost $124.00 Unrealized +49.9%
PNW Pinnacle West Cap Corp Common 0.0%
Value ($000) $7 Shares 103 Est. Cost $62.43 Unrealized +4.5%
OC Owens-Corning Inc 0.0%
Value ($000) $7 Shares 84 Est. Cost $64.12 Unrealized +46.6%
PEG Public Svc Enterprise Group Com 0.0%
Value ($000) $7 Shares 121 Est. Cost $32.56 Unrealized +65.4%
KMI Kinder Morgan Inc Del Com 0.0%
Value ($000) $7 Shares 445 Est. Cost $13.27 Unrealized 0.0%
SU Suncor Energy Inc New Com 0.0%
Value ($000) $6 Shares 294 Est. Cost $24.13 Unrealized -30.5%
WIT Wipro 0.0%
Value ($000) $6 Shares 694 Est. Cost $6.43 Unrealized
SMFG Sumitomo Mitsui Financial Group 0.0%
Value ($000) $6 Shares 798 Est. Cost $7.18 Unrealized
EG Everest Re Group Ltd CORP COMMON 0.0%
Value ($000) $6 Shares 23 Est. Cost $192.22 Unrealized +23.0%
FTS Fortis INC CORP COMMON 0.0%
Value ($000) $6 Shares 131 Est. Cost $32.74 Unrealized +16.7%
CX Cemex Sab De Cv ADR Rep 10 Par 0.0%
Value ($000) $6 Shares 884 Est. Cost $6.72 Unrealized
ENIC Enel Chile S.A. 0.0%
Value ($000) $6 Shares 2,692 Est. Cost $3.43 Unrealized
NTAP Netapp Inc Com 0.0%
Value ($000) $6 Shares 69 Est. Cost $75.95 Unrealized 0.0%
NWL Newell Rubbermaid Inc Com 0.0%
Value ($000) $6 Shares 276 Est. Cost $32.19 Unrealized -34.9%
Libery Sirius Group 0.0%
Value ($000) $6 Shares 125 Est. Cost $48.00 Unrealized
CCL Carnival Corp Paired CTF 0.0%
Value ($000) $6 Shares 250 Est. Cost $50.33 Unrealized -53.8%
HOG Harley Davidson Inc Com 0.0%
Value ($000) $6 Shares 177 Est. Cost $40.32 Unrealized 0.0%
SSNC Ss&c Technologies Holdings INC Ss And C CORP COMMON 0.0%
Value ($000) $6 Shares 88 Est. Cost $59.83 Unrealized +23.9%
BCS Barclays Plc ADR Rep 4 CORP COMMON 0.0%
Value ($000) $6 Shares 534 Est. Cost $10.87 Unrealized
Hollyfrontier Corp 0.0%
Value ($000) $6 Shares 185 Est. Cost $32.43 Unrealized
HMC Honda Motor Company LTD ADR 0.0%
Value ($000) $5 Shares 176 Est. Cost $30.79 Unrealized
HUBB Hubbell INC CORP COMMON 0.0%
Value ($000) $5 Shares 29 Est. Cost $159.48 Unrealized +14.0%
KWEB Kraneshares Csi China Internet Etf 0.0%
Value ($000) $5 Shares 110 Est. Cost $41.04 Unrealized
KBA Kraneshares Bosera Msci China A Share Etf Bsra Chna CLASS 0.0%
Value ($000) $5 Shares 100 Est. Cost $27.50 Unrealized
SHAK Shake Shack Inc Cl A 0.0%
Value ($000) $5 Shares 70 Est. Cost $34.56 Unrealized +163.3%
LUV Southwest Airls Co Com 0.0%
Value ($000) $5 Shares 96 Est. Cost $48.32 Unrealized -2.7%
LEA Lear Corp Com New 0.0%
Value ($000) $5 Shares 32 Est. Cost $146.96 Unrealized 0.0%
EMLC Vaneck Vectors ETF 0.0%
Value ($000) $5 Shares 175 Est. Cost $34.29 Unrealized
AMCX AMC Networkks Inc Cl A 0.0%
Value ($000) $5 Shares 109 Est. Cost $54.67 Unrealized -6.5%
DNOW Now Incorporated 0.0%
Value ($000) $4 Shares 563 Est. Cost $9.78 Unrealized -16.4%
COTY Coty Inc 0.0%
Value ($000) $4 Shares 500 Est. Cost $8.56 Unrealized 0.0%
Aegon N V NY Registry Sh 0.0%
Value ($000) $4 Shares 728 Est. Cost $4.12 Unrealized
ASHR Xtrackers Hvst Csi 300 China A-shs Etf Xtrckr Hrvst Chna A Shr 0.0%
Value ($000) $4 Shares 106 Est. Cost $26.79 Unrealized
NEM Newmont Mining Corp Com 0.0%
Value ($000) $4 Shares 78 Est. Cost $55.14 Unrealized -6.9%
VRT Vertiv Holdings Class A 0.0%
Value ($000) $4 Shares 184 Est. Cost $26.46 Unrealized 0.0%
FANG Diamondback Energy Inc 0.0%
Value ($000) $4 Shares 38 Est. Cost $79.82 Unrealized -17.4%
CPB Campbell Soup Co Com 0.0%
Value ($000) $4 Shares 100 Est. Cost $29.85 Unrealized +25.3%
Invesco Quality Municipal 0.0%
Value ($000) $4 Shares 339 Est. Cost $11.80 Unrealized
HRL Hormel Foods Corp Common 0.0%
Value ($000) $4 Shares 100 Est. Cost $35.69 Unrealized +10.7%
GT Goodyear Tire & Rubr Co Com 0.0%
Value ($000) $4 Shares 226 Est. Cost $33.96 Unrealized -52.2%
XLRE Select Sector Spdr Tr Real Estate Select Sectorspdr Fund 0.0%
Value ($000) $3 Shares 67 Est. Cost $29.85 Unrealized
STM Stmicroelectronics Nv ADR 0.0%
Value ($000) $3 Shares 76 Est. Cost $22.13 Unrealized
Taro Pharmaceutical Industries Ltd CORP COMMON 0.0%
Value ($000) $3 Shares 43 Est. Cost $69.77 Unrealized
OGN Organon & Co 0.0%
Value ($000) $3 Shares 99 Est. Cost $26.28 Unrealized 0.0%
Lions gate Entmnt Corp Cl B Non Vtg 0.0%
Value ($000) $3 Shares 224 Est. Cost $13.39 Unrealized
SGOL Aberdeen Standard Physical Swiss Gold Shares Etf 0.0%
Value ($000) $3 Shares 160 Est. Cost $15.91 Unrealized
First Trust/Aberdeen Global 0.0%
Value ($000) $3 Shares 302 Est. Cost $11.75 Unrealized
Liberty Media Holding CP Inter A 0.0%
Value ($000) $3 Shares 290 Est. Cost $10.34 Unrealized
RWT Redwood Trust INC Reit CORP COMMON 0.0%
Value ($000) $3 Shares 250 Est. Cost $4.00 Unrealized
NEAR Ishares Short Maturity Bond Etf 0.0%
Value ($000) $3 Shares 69 Est. Cost $49.06 Unrealized
XRAY Dentsply Sirona Inc 0.0%
Value ($000) $3 Shares 50 Est. Cost $60.19 Unrealized +2.4%
Wns Holdings LTD ADR 0.0%
Value ($000) $3 Shares 41 Est. Cost $37.55 Unrealized
MCHI iShares MSCI China Index 0.0%
Value ($000) $2 Shares 34 Est. Cost $46.37 Unrealized
DTM DT Midstream Inc 0.0%
Value ($000) $2 Shares 50 Est. Cost $35.96 Unrealized 0.0%
KN Knowles Corporation 0.0%
Value ($000) $2 Shares 100 Est. Cost $18.28 Unrealized +7.0%
PCG PG&E Corp Com 0.0%
Value ($000) $2 Shares 168 Est. Cost $35.37 Unrealized -73.6%
FLS Flowserve Corp Com 0.0%
Value ($000) $2 Shares 51 Est. Cost $40.40 Unrealized -11.7%
BKLN Invesco Senior Loan Etf Invsc 0.0%
Value ($000) $2 Shares 89 Est. Cost $21.71 Unrealized
IVOO Vanguard S&P Mid Cap 0.0%
Value ($000) $2 Shares 14 Est. Cost $142.86 Unrealized
Liberty Media Corp SiriusXM 0.0%
Value ($000) $2 Shares 37 Est. Cost $54.05 Unrealized
LBRDA Liberty Broadbannd Com Ser A 0.0%
Value ($000) $1 Shares 4 Est. Cost $139.04 Unrealized +17.7%
Liberty Media Corp common 0.0%
Value ($000) $1 Shares 9 Est. Cost $111.11 Unrealized
LEN/B Lennar Corp Class B 0.0%
Value ($000) $1 Shares 2 Est. Cost $29.64 Unrealized +148.9%
ASIX Advansix INC CORP COMMON 0.0%
Value ($000) $1 Shares 20 Est. Cost $25.37 Unrealized +23.8%
Midwest Holdings INC Hldg CORP COMMON 0.0%
Value ($000) $1 Shares 6 Est. Cost $166.67 Unrealized
Liberty Media Corp Series C 0.0%
Value ($000) $1 Shares 13 Est. Cost $76.92 Unrealized
American Financial Trust Class A 0.0%
Value ($000) $1 Shares 134 Est. Cost $14.93 Unrealized
ATI Allegheny Technologies Inc 0.0%
Value ($000) $1 Shares 34 Est. Cost $16.25 Unrealized +16.4%
Pimco Municipal Income Fund II 0.0%
Value ($000) $1 Shares 8 Est. Cost $14.33 Unrealized
BHF Brighthouse Finl Inc Common 0.0%
Value ($000) $1 Shares 17 Est. Cost $39.02 Unrealized +15.5%
CBL & Assoc Properties REIT Inc 0.0%
Value ($000) $1 Shares 203 Est. Cost $9.85 Unrealized
Immunogen Inc 0.0%
Value ($000) $1 Shares 229 Est. Cost $8.73 Unrealized
VNT Vontier Corp COMMON 0.0%
Value ($000) $1 Shares 38 Est. Cost $31.19 Unrealized +8.8%