Pinnacle Bancorp, Inc. Diversified Active

CIK: 0001703383 · Show all filings

Period: Q4 2021 (← Previous) (Next →)

Filing Date: Jan 19, 2022

Total Value ($000): $282,901 (100.0% shares, 0.0% debt)

Holdings (713)

BRK/A Berkshire Hathaway Inc Del Cl A 22.1%
Value ($000) $62,642 Shares 139 Est. Cost $335558.12 Unrealized +28.7%
VOO Vanguard 500 Index Fund ETF 4.4%
Value ($000) $12,399 Shares 28,401 Est. Cost $387.16 Unrealized
MSFT Microsoft Corp Com 2.8%
Value ($000) $7,797 Shares 23,184 Est. Cost $114.13 Unrealized +174.6%
AAPL Apple Computer Inc Com 2.4%
Value ($000) $6,714 Shares 37,813 Est. Cost $87.57 Unrealized +76.7%
IJH iShares Tr Midcap Index FD 2.3%
Value ($000) $6,480 Shares 22,891 Est. Cost $171.76 Unrealized
SPY SPDR Tr Unit Ser 1 2.0%
Value ($000) $5,658 Shares 11,913 Est. Cost $265.53 Unrealized
JPM JP Morgan Chase & Co Com 1.9%
Value ($000) $5,238 Shares 33,080 Est. Cost $119.25 Unrealized +24.0%
V VISA Inc Class A Shares 1.8%
Value ($000) $5,096 Shares 23,515 Est. Cost $180.41 Unrealized +15.4%
BRK/B Berkshire Hathaway Inc Del Cl B New 1.6%
Value ($000) $4,585 Shares 15,333 Est. Cost $183.24 Unrealized +56.3%
BAC Bank of America Corporation Com 1.5%
Value ($000) $4,269 Shares 95,957 Est. Cost $35.83 Unrealized +14.5%
AMZN Amazon Com Inc 1.4%
Value ($000) $4,048 Shares 1,214 Est. Cost $107.61 Unrealized +59.0%
WFC Wells Fargo & Co New Com 1.4%
Value ($000) $3,992 Shares 83,204 Est. Cost $43.06 Unrealized +3.1%
EFA iShares Tr MSCI Eafe Idx 1.4%
Value ($000) $3,968 Shares 50,429 Est. Cost $65.63 Unrealized
IVE iShares S&P 500 Barra Value 1.4%
Value ($000) $3,939 Shares 25,149 Est. Cost $106.08 Unrealized
VWO Vanguard Emerging Mkts ETF 1.3%
Value ($000) $3,575 Shares 72,278 Est. Cost $37.09 Unrealized
USB US Bancorp Inc 1.3%
Value ($000) $3,544 Shares 63,093 Est. Cost $46.22 Unrealized +5.7%
COST Costco Whsl Corp New Com 1.1%
Value ($000) $3,108 Shares 5,474 Est. Cost $338.98 Unrealized +44.0%
GOOGL Alphabet Inc Class A 1.0%
Value ($000) $2,854 Shares 985 Est. Cost $46.25 Unrealized +209.1%
BND Vanguard Total Bond Mkt 1.0%
Value ($000) $2,740 Shares 32,326 Est. Cost $80.60 Unrealized
PG Procter & Gamble Co 1.0%
Value ($000) $2,712 Shares 16,579 Est. Cost $71.06 Unrealized +88.8%
JNJ Johnson & Johnson Com 1.0%
Value ($000) $2,710 Shares 15,843 Est. Cost $94.44 Unrealized +53.6%
GOOG Alphabet Inc Class C 0.8%
Value ($000) $2,367 Shares 818 Est. Cost $111.91 Unrealized +28.2%
IJR iShares Tr S&P Smallcap 600 Index Fund 0.8%
Value ($000) $2,154 Shares 18,807 Est. Cost $69.60 Unrealized
META Facebook Inc Cl-A 0.7%
Value ($000) $2,113 Shares 6,281 Est. Cost $314.89 Unrealized +4.7%
VIG Vanguard Div Appreciation 0.7%
Value ($000) $2,104 Shares 12,252 Est. Cost $101.31 Unrealized
IVV iShares Tr S&P 500 Index 0.7%
Value ($000) $2,034 Shares 4,264 Est. Cost $259.15 Unrealized
VNQ Vanguard Sector Index Fds 0.7%
Value ($000) $2,002 Shares 17,260 Est. Cost $80.38 Unrealized
IJJ iShares 400/Barra Value 0.7%
Value ($000) $1,999 Shares 18,061 Est. Cost $119.25 Unrealized
ABBV Abbvie Inc Com 0.7%
Value ($000) $1,986 Shares 14,670 Est. Cost $48.65 Unrealized +109.1%
KO Coca Cola Co Com 0.7%
Value ($000) $1,845 Shares 31,163 Est. Cost $40.16 Unrealized +22.5%
MGK Vanguard Mega Cap 300 Grwth 0.6%
Value ($000) $1,762 Shares 6,758 Est. Cost $102.81 Unrealized
QQQ Invesco Qqq Trust Series 1 Invsc Srs Etf 0.6%
Value ($000) $1,646 Shares 4,137 Est. Cost $281.53 Unrealized
PFE Pfizer Inc Com 0.6%
Value ($000) $1,572 Shares 26,621 Est. Cost $23.57 Unrealized +70.7%
UNP Union Pac Corp Com 0.5%
Value ($000) $1,547 Shares 6,140 Est. Cost $165.21 Unrealized +30.1%
NOBL Proshares S&p 500 Dividend Aristocrats Etf Div Aristocrat 0.5%
Value ($000) $1,529 Shares 15,571 Est. Cost $60.50 Unrealized
MGV Vanguard Mega Cap 300 Value 0.5%
Value ($000) $1,467 Shares 13,732 Est. Cost $72.62 Unrealized
LLY Eli Lilly & Co Com 0.5%
Value ($000) $1,432 Shares 5,186 Est. Cost $72.50 Unrealized +236.4%
MCD McDonalds Corp Com 0.5%
Value ($000) $1,416 Shares 5,282 Est. Cost $110.34 Unrealized +108.1%
DVY iShares Dow Jones Sel Index 0.5%
Value ($000) $1,386 Shares 11,308 Est. Cost $90.15 Unrealized
CVX Chevrontexaco Corp Com 0.5%
Value ($000) $1,283 Shares 10,934 Est. Cost $76.33 Unrealized +25.9%
CSCO Cisco Sys Inc Com 0.4%
Value ($000) $1,217 Shares 19,212 Est. Cost $25.59 Unrealized +97.2%
LOW Lowes Cos Inc Com 0.4%
Value ($000) $1,207 Shares 4,668 Est. Cost $72.95 Unrealized +201.3%
PEP Pepsico Inc Com 0.4%
Value ($000) $1,202 Shares 6,922 Est. Cost $85.80 Unrealized +67.2%
ACN Accenture PLC Ireland Shs Class A 0.4%
Value ($000) $1,174 Shares 2,831 Est. Cost $130.86 Unrealized +162.4%
IWM iShares Tr Russell 2000 X FD 0.4%
Value ($000) $1,135 Shares 5,104 Est. Cost $142.05 Unrealized
VTI Vanguard Ttl Stk Mkt ETF 0.4%
Value ($000) $1,098 Shares 4,546 Est. Cost $141.17 Unrealized
UNH Unitedhealth Group Inc Com 0.4%
Value ($000) $1,078 Shares 2,146 Est. Cost $231.39 Unrealized +82.5%
DFAS DFA Tax-Mng US Sml Cap ETF 0.4%
Value ($000) $1,074 Shares 17,896 Est. Cost $57.58 Unrealized
SCHP Schwab US Tips Etf 0.4%
Value ($000) $1,043 Shares 16,591 Est. Cost $59.96 Unrealized
VZ Verizon Communications Com 0.4%
Value ($000) $1,041 Shares 20,026 Est. Cost $34.40 Unrealized +17.4%
DBEF Deutsche X-Trackers MSCI Eafe Hedged Equity ETF 0.4%
Value ($000) $1,018 Shares 25,922 Est. Cost $28.80 Unrealized
AGG iShares US Aggregate Bd Fund ETF 0.4%
Value ($000) $1,000 Shares 8,765 Est. Cost $111.84 Unrealized
INTC Intel Corp Com 0.4%
Value ($000) $995 Shares 19,314 Est. Cost $31.86 Unrealized +48.4%
ABT Abbott Labs Com 0.3%
Value ($000) $971 Shares 6,898 Est. Cost $38.17 Unrealized +210.9%
VEA Vanguard FTSE Delevolped Markets 0.3%
Value ($000) $970 Shares 18,995 Est. Cost $40.71 Unrealized
BNDX Vanguard Charlotte Funds Total Intl Bd ETF 0.3%
Value ($000) $964 Shares 17,474 Est. Cost $55.78 Unrealized
VCSH Vanguard Scottsdale Funds Short-Term Corp Bd 0.3%
Value ($000) $881 Shares 10,839 Est. Cost $80.97 Unrealized
IVW iShares S&P 500/Barra Grwth 0.3%
Value ($000) $832 Shares 9,947 Est. Cost $89.44 Unrealized
DIS Disney Walt Co Com Disney 0.3%
Value ($000) $825 Shares 5,324 Est. Cost $115.03 Unrealized +37.2%
HD Home Depot Inc Com 0.3%
Value ($000) $820 Shares 1,975 Est. Cost $146.75 Unrealized +133.9%
VUG Vanguard Index Fds Growth ETF 0.3%
Value ($000) $820 Shares 2,556 Est. Cost $121.93 Unrealized
HYS Pimco Trust 0-5 Yr Exchange 0.3%
Value ($000) $808 Shares 8,155 Est. Cost $97.02 Unrealized
ADP Automatic Data Processing Incom 0.3%
Value ($000) $774 Shares 3,137 Est. Cost $84.40 Unrealized +145.6%
ADBE Adobe Systems Inc 0.3%
Value ($000) $750 Shares 1,322 Est. Cost $297.67 Unrealized +110.0%
NKE Nike Inc Cl B 0.3%
Value ($000) $744 Shares 4,465 Est. Cost $49.27 Unrealized +213.7%
MMM 3M Co 0.3%
Value ($000) $740 Shares 4,165 Est. Cost $118.67 Unrealized +7.3%
Blackrock Inc Cl A 0.3%
Value ($000) $732 Shares 799 Est. Cost $463.17 Unrealized
DFAT DFA Tax Managed US Targeted Value Fund ETF 0.3%
Value ($000) $728 Shares 15,316 Est. Cost $44.37 Unrealized
JPST JPMORGAN Ultra-short Income Etf Ultra Short 0.2%
Value ($000) $702 Shares 13,903 Est. Cost $50.72 Unrealized
SCHD Schwab Strategic Tr US Dividend Eq 0.2%
Value ($000) $699 Shares 8,653 Est. Cost $52.35 Unrealized
ZTS Zoetis Inc Cl A 0.2%
Value ($000) $681 Shares 2,791 Est. Cost $98.06 Unrealized +114.7%
EFAV Ishares Tr Msci Eafe Minimum Volatilityetf 0.2%
Value ($000) $667 Shares 8,692 Est. Cost $72.00 Unrealized
IWF iShares Tr Russell1000grw 0.2%
Value ($000) $644 Shares 2,107 Est. Cost $147.13 Unrealized
VTIP Vanguard Sh-Term Inf 0.2%
Value ($000) $642 Shares 12,490 Est. Cost $50.66 Unrealized
VTV Vanguard Value ETF 0.2%
Value ($000) $629 Shares 4,279 Est. Cost $105.19 Unrealized
HON Honeywell Intl Inc Com 0.2%
Value ($000) $624 Shares 2,995 Est. Cost $116.68 Unrealized +58.6%
QCOM Qualcomm Inc Com 0.2%
Value ($000) $621 Shares 3,395 Est. Cost $45.51 Unrealized +220.9%
PAYX Paychex Inc Com 0.2%
Value ($000) $612 Shares 4,480 Est. Cost $47.58 Unrealized +130.9%
TRV Travelers Cos (St Paul Cos) 0.2%
Value ($000) $595 Shares 3,803 Est. Cost $99.32 Unrealized +44.9%
IWD iShares Tr Russell1000val 0.2%
Value ($000) $594 Shares 3,537 Est. Cost $127.02 Unrealized
TXN Texas Instruments Inc 0.2%
Value ($000) $589 Shares 3,126 Est. Cost $107.63 Unrealized +58.1%
EEM iShares-Trks MSCI Mkt X 0.2%
Value ($000) $583 Shares 11,926 Est. Cost $38.97 Unrealized
EMR Emerson Elec Co Com 0.2%
Value ($000) $580 Shares 6,236 Est. Cost $48.29 Unrealized +79.2%
MUB iShares S&P Nat Muni Bond Fund 0.2%
Value ($000) $557 Shares 4,792 Est. Cost $112.33 Unrealized
IWS iShares Tr Russell McP Vl 0.2%
Value ($000) $553 Shares 4,520 Est. Cost $92.88 Unrealized
IWR iShares Trust Russell Midcap 0.2%
Value ($000) $549 Shares 6,616 Est. Cost $57.03 Unrealized
GLD SPDR Gold Trust Gold Shs 0.2%
Value ($000) $499 Shares 2,917 Est. Cost $156.00 Unrealized
PYPL Paypal Hldgs Inc 0.2%
Value ($000) $496 Shares 2,632 Est. Cost $114.86 Unrealized +87.9%
GNMA iShares Barclays Gnma Bond 0.2%
Value ($000) $484 Shares 9,739 Est. Cost $49.47 Unrealized
SBUX Starbucks Corp Com 0.2%
Value ($000) $477 Shares 4,082 Est. Cost $59.78 Unrealized +71.0%
Linde Plc CORP COMMON 0.2%
Value ($000) $473 Shares 1,366 Est. Cost $159.13 Unrealized
VV Vanguard Large-cap Index Fund Large Cap Etf 0.2%
Value ($000) $471 Shares 2,133 Est. Cost $193.56 Unrealized
ED Consolidated Edison Inc Com 0.2%
Value ($000) $462 Shares 5,419 Est. Cost $57.14 Unrealized +19.1%
Cerner Corp 0.2%
Value ($000) $460 Shares 4,953 Est. Cost $58.59 Unrealized
IEFA iShares Core MSCI Eafe ETF 0.2%
Value ($000) $458 Shares 6,131 Est. Cost $57.76 Unrealized
CRM Salesforce Com Inc 0.2%
Value ($000) $448 Shares 1,763 Est. Cost $89.38 Unrealized +210.6%
T AT&T Inc Com 0.2%
Value ($000) $446 Shares 18,129 Est. Cost $16.51 Unrealized -11.2%
TMO Thermo Electron Corp Com 0.2%
Value ($000) $434 Shares 651 Est. Cost $230.78 Unrealized +167.5%
RTX Raytheon Technologies Corp COMMON 0.2%
Value ($000) $428 Shares 4,969 Est. Cost $75.77 Unrealized +4.7%
IWO iShares Tr Russell 2000 Grw 0.2%
Value ($000) $425 Shares 1,450 Est. Cost $284.57 Unrealized
VB Vanguard Small Cap 0.1%
Value ($000) $422 Shares 1,869 Est. Cost $156.61 Unrealized
VO Vanguard Index Fds Mid Cap ETF 0.1%
Value ($000) $417 Shares 1,638 Est. Cost $173.74 Unrealized
IWN iShares Tr Rusl 2000 Valu 0.1%
Value ($000) $415 Shares 2,500 Est. Cost $160.02 Unrealized
FTSM First Trust Enhanced Short Maturity Etf Mtrty 0.1%
Value ($000) $414 Shares 6,915 Est. Cost $60.00 Unrealized
WMT Wal Mart Stores Inc Com 0.1%
Value ($000) $414 Shares 2,864 Est. Cost $22.81 Unrealized +98.0%
EFV iShares Tr MSCI Eafe Value Index FD 0.1%
Value ($000) $413 Shares 8,187 Est. Cost $47.70 Unrealized
XOM Exxon Mobil Corp Com 0.1%
Value ($000) $409 Shares 6,681 Est. Cost $55.43 Unrealized -2.7%
VTC Vanguard Total Corporate Bond Etf 0.1%
Value ($000) $391 Shares 4,310 Est. Cost $90.54 Unrealized
SPSB SPDR Barclarys Short-Term Corporate Bond FD 0.1%
Value ($000) $390 Shares 12,580 Est. Cost $30.37 Unrealized
VEU Vanguard International Equity Ftse 0.1%
Value ($000) $383 Shares 6,257 Est. Cost $49.31 Unrealized
GD General Dynamics Corp Com 0.1%
Value ($000) $382 Shares 1,831 Est. Cost $155.13 Unrealized +19.4%
XMLV Invesco S&p Midcap Low Volatility Etf Invsc S P 0.1%
Value ($000) $370 Shares 6,330 Est. Cost $46.24 Unrealized
PM Philip Morris Intl Inc Com 0.1%
Value ($000) $365 Shares 3,837 Est. Cost $63.78 Unrealized +19.7%
MRK Merck & Co Inc New Com 0.1%
Value ($000) $364 Shares 4,756 Est. Cost $58.19 Unrealized +20.1%
XLE Ishare Sector SPDR Energy 0.1%
Value ($000) $361 Shares 6,500 Est. Cost $35.16 Unrealized
TGT Target Corp 0.1%
Value ($000) $360 Shares 1,557 Est. Cost $60.31 Unrealized +255.2%
SDOG Alps Sector Div. Dogs 0.1%
Value ($000) $359 Shares 6,700 Est. Cost $42.28 Unrealized
FYT First Trust Small Cap Value Alphadex Fund Tr Valu Etf 0.1%
Value ($000) $356 Shares 6,700 Est. Cost $37.47 Unrealized
SLYV SPDR DJ Wilshire Sm Cap 0.1%
Value ($000) $355 Shares 4,190 Est. Cost $41.08 Unrealized
BALL Ball Corp Com 0.1%
Value ($000) $355 Shares 3,684 Est. Cost $43.86 Unrealized +99.3%
SCHB Schwab US Broad Market Etf 0.1%
Value ($000) $354 Shares 3,130 Est. Cost $73.48 Unrealized
Laboratory Corp of Amer Hldg 0.1%
Value ($000) $347 Shares 1,104 Est. Cost $143.34 Unrealized
VT Vanguard Total World Stk 0.1%
Value ($000) $341 Shares 3,177 Est. Cost $68.36 Unrealized
KRE Spdr Kbw Regional Banking (Etf) S&p Etf 0.1%
Value ($000) $340 Shares 4,800 Est. Cost $41.04 Unrealized
XLK Select Sector SPDR Tr Sbi Int-Tech 0.1%
Value ($000) $339 Shares 1,950 Est. Cost $61.62 Unrealized
NVS Novartis A G Sponsored ADR 0.1%
Value ($000) $336 Shares 3,847 Est. Cost $76.34 Unrealized
BAX Baxter Intl Inc Com 0.1%
Value ($000) $335 Shares 3,897 Est. Cost $43.54 Unrealized +68.0%
USMV iShares MSCI USA Minimum Volatility ETF 0.1%
Value ($000) $332 Shares 4,100 Est. Cost $62.68 Unrealized
IUSB Ishares Core Total Usd Bond Market Etf 0.1%
Value ($000) $331 Shares 6,260 Est. Cost $52.93 Unrealized
MS Morgan Stanley 0.1%
Value ($000) $330 Shares 3,357 Est. Cost $73.60 Unrealized +17.9%
ICE Intercontinental Exchange Incom 0.1%
Value ($000) $326 Shares 2,387 Est. Cost $108.88 Unrealized +15.1%
AFL AFLAC Inc Com 0.1%
Value ($000) $318 Shares 5,450 Est. Cost $33.40 Unrealized +52.6%
AMAT Applied Matls Inc Com 0.1%
Value ($000) $314 Shares 1,996 Est. Cost $36.80 Unrealized +279.3%
MO Altria Group Inc Com 0.1%
Value ($000) $313 Shares 6,614 Est. Cost $34.74 Unrealized -5.6%
MDY Std&Poor Midcap 0.1%
Value ($000) $311 Shares 600 Est. Cost $304.64 Unrealized
NOC Northrop Grumman Corp Com 0.1%
Value ($000) $305 Shares 788 Est. Cost $317.17 Unrealized +9.8%
ITW Illinois Tool Wks Inc Com 0.1%
Value ($000) $299 Shares 1,211 Est. Cost $105.01 Unrealized +100.3%
IBM International Business MacHscom 0.1%
Value ($000) $296 Shares 2,216 Est. Cost $113.21 Unrealized -5.9%
ORCL Oracle Corp Com 0.1%
Value ($000) $295 Shares 3,377 Est. Cost $40.97 Unrealized +117.0%
WM Waste Mgmt Inc Del Com 0.1%
Value ($000) $294 Shares 1,762 Est. Cost $63.18 Unrealized +138.5%
NEE Nextera Energy Inc (FPL) 0.1%
Value ($000) $293 Shares 3,143 Est. Cost $56.82 Unrealized +36.1%
MAS Masco Corp Common 0.1%
Value ($000) $292 Shares 4,162 Est. Cost $46.60 Unrealized +28.4%
SUB Ishares Tr Short-term Natl Mun Bd Etffd 0.1%
Value ($000) $287 Shares 2,676 Est. Cost $108.25 Unrealized
UPS United Parcel Service Inc 0.1%
Value ($000) $285 Shares 1,329 Est. Cost $82.81 Unrealized +103.6%
CMCSA Comcast 0.1%
Value ($000) $284 Shares 5,648 Est. Cost $35.46 Unrealized +30.1%
SO Southern Co Com 0.1%
Value ($000) $283 Shares 4,126 Est. Cost $37.42 Unrealized +46.2%
VLUE iShares MSCI USA Value Factor ETF 0.1%
Value ($000) $282 Shares 2,574 Est. Cost $86.76 Unrealized
MDT Medtronic, Inc. 0.1%
Value ($000) $281 Shares 2,717 Est. Cost $73.89 Unrealized +38.1%
MA Mastercard Inc Cl A 0.1%
Value ($000) $281 Shares 782 Est. Cost $113.88 Unrealized +196.6%
RWX SPDR DJ Wilshire Internationreal 0.1%
Value ($000) $276 Shares 7,741 Est. Cost $36.53 Unrealized
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
NOW Servicenow Inc Common 0.1%
Value ($000) $275 Shares 424 Est. Cost $50.07 Unrealized +162.2%
ECL Ecolab Inc 0.1%
Value ($000) $270 Shares 1,151 Est. Cost $125.97 Unrealized +71.1%
LMBS First Tr Exchange Traded Fund Iv Low Duration Opportunitiesetf 0.1%
Value ($000) $267 Shares 5,337 Est. Cost $51.46 Unrealized
HAS Hasbro Inc 0.1%
Value ($000) $265 Shares 2,604 Est. Cost $70.57 Unrealized +14.3%
AMT American Tower Corp Class A 0.1%
Value ($000) $264 Shares 902 Est. Cost $122.22 Unrealized +95.9%
CCEP Coca-Cola European Partners PLC, London Shs 0.1%
Value ($000) $263 Shares 4,707 Est. Cost $29.82 Unrealized +57.9%
IEMG iShares Core MSCI Emerging Markets ETF 0.1%
Value ($000) $259 Shares 4,335 Est. Cost $56.76 Unrealized
ENB Enbridge Inc Com 0.1%
Value ($000) $259 Shares 6,635 Est. Cost $22.74 Unrealized +34.8%
SIVR Aberdeen Standard Physical Silver Shares Etf 0.1%
Value ($000) $259 Shares 11,555 Est. Cost $22.41 Unrealized
Jacobs Engr Group Inc Del Com 0.1%
Value ($000) $256 Shares 1,840 Est. Cost $130.52 Unrealized
BDX Becton Dickinson & Co Com 0.1%
Value ($000) $253 Shares 1,007 Est. Cost $208.17 Unrealized +7.4%
C Citigroup Inc Com New 0.1%
Value ($000) $238 Shares 3,938 Est. Cost $48.63 Unrealized +17.6%
CVS CVS Corp Com 0.1%
Value ($000) $236 Shares 2,290 Est. Cost $59.25 Unrealized +35.8%
DVYE Ishares Emerging Markets Dividend Etf Div 0.1%
Value ($000) $231 Shares 6,000 Est. Cost $32.39 Unrealized
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
SCHW Schwab Charles Corp New Com 0.1%
Value ($000) $220 Shares 2,614 Est. Cost $37.03 Unrealized +106.6%
MPC Marathon Pete Corp Com 0.1%
Value ($000) $219 Shares 3,429 Est. Cost $39.19 Unrealized +49.1%
VYM Vanguard High Div Yield 0.1%
Value ($000) $213 Shares 1,896 Est. Cost $85.75 Unrealized
VGIT Vanguard Intermediate Term Treas Index 0.1%
Value ($000) $212 Shares 3,186 Est. Cost $67.44 Unrealized
VCIT Vanguard Intrmdiate-Term Bd 0.1%
Value ($000) $203 Shares 2,192 Est. Cost $85.56 Unrealized
SYY Sysco Corp Com 0.1%
Value ($000) $201 Shares 2,560 Est. Cost $42.05 Unrealized +63.6%
SCHG Schwab US Large-cap Growth Etf Large Cap 0.1%
Value ($000) $200 Shares 1,219 Est. Cost $105.41 Unrealized
AVGO Broadcom Inc 0.1%
Value ($000) $197 Shares 296 Est. Cost $32.21 Unrealized +60.8%
DUK Duke Energy Corp New Com New 0.1%
Value ($000) $196 Shares 1,865 Est. Cost $61.29 Unrealized +40.8%
HDV iShares Trust High Divid Equ 0.1%
Value ($000) $194 Shares 1,923 Est. Cost $84.86 Unrealized
IJK iShares Midcap 400/Barra 0.1%
Value ($000) $194 Shares 2,278 Est. Cost $101.94 Unrealized
EPD Enterprise Prods Partners L Com 0.1%
Value ($000) $189 Shares 8,590 Est. Cost $24.76 Unrealized
INTU Intuit Com 0.1%
Value ($000) $183 Shares 285 Est. Cost $175.46 Unrealized +242.8%
ALB Albemarle Corp 0.1%
Value ($000) $181 Shares 773 Est. Cost $81.01 Unrealized +189.8%
VBR Vanguard Sm Cap 0.1%
Value ($000) $179 Shares 1,003 Est. Cost $121.88 Unrealized
XLB Materials Sel Sect SPDR 0.1%
Value ($000) $178 Shares 1,960 Est. Cost $60.85 Unrealized
D Dominion RES Inc VA New Com 0.1%
Value ($000) $177 Shares 2,254 Est. Cost $54.21 Unrealized +14.6%
VFC V F Corp Com 0.1%
Value ($000) $177 Shares 2,421 Est. Cost $52.38 Unrealized +39.5%
CDNS Cadence Design System Inc 0.1%
Value ($000) $177 Shares 950 Est. Cost $155.51 Unrealized +12.1%
DE Deere & Co Com 0.1%
Value ($000) $175 Shares 509 Est. Cost $281.12 Unrealized +16.9%
APH Amphenol Corp New Cl A 0.1%
Value ($000) $175 Shares 2,000 Est. Cost $21.96 Unrealized +77.2%
GWW Grainger W W Inc Com 0.1%
Value ($000) $174 Shares 336 Est. Cost $255.65 Unrealized +77.0%
AEP American Elec Pwr Inc Com 0.1%
Value ($000) $172 Shares 1,938 Est. Cost $56.37 Unrealized +28.6%
TD Toronto Dominion Bank 0.1%
Value ($000) $168 Shares 2,190 Est. Cost $51.10 Unrealized +42.7%
FDL First Trust Morningstar 0.1%
Value ($000) $168 Shares 4,730 Est. Cost $28.17 Unrealized
CAT Caterpillar Inc Del Com 0.1%
Value ($000) $168 Shares 814 Est. Cost $126.49 Unrealized +47.6%
MGC Vanguard Mega Cap 300 ETF 0.1%
Value ($000) $164 Shares 973 Est. Cost $84.51 Unrealized
TJX TJX Cos Inc New Com 0.1%
Value ($000) $162 Shares 2,135 Est. Cost $49.96 Unrealized +30.7%
GIS General Mls Inc Com 0.1%
Value ($000) $160 Shares 2,379 Est. Cost $35.68 Unrealized +54.8%
ITOT Ishares Trust S & P 1500 Total US Stock Market Etf 0.1%
Value ($000) $160 Shares 1,499 Est. Cost $85.45 Unrealized
GQRE Flexshares Global Quality Real Estate Index ETF 0.1%
Value ($000) $158 Shares 2,136 Est. Cost $73.97 Unrealized
FPE First Trust Preferred Securities and Income FD 0.1%
Value ($000) $156 Shares 7,682 Est. Cost $19.45 Unrealized
VOOV Vanguard S & P 500 Value 0.1%
Value ($000) $152 Shares 1,005 Est. Cost $99.48 Unrealized
VXUS Vanguard Total International Stock Index Fund Stk Etf 0.1%
Value ($000) $149 Shares 2,350 Est. Cost $50.64 Unrealized
KMB Kimberly Clark Corp Com 0.1%
Value ($000) $148 Shares 1,038 Est. Cost $95.55 Unrealized +20.6%
STT State Str Corp Com 0.1%
Value ($000) $148 Shares 1,595 Est. Cost $61.33 Unrealized +33.6%
PLD Prologis INC Reit 0.1%
Value ($000) $147 Shares 874 Est. Cost $76.28 Unrealized +73.0%
PSX Phillips 66 Com 0.1%
Value ($000) $145 Shares 1,996 Est. Cost $57.27 Unrealized +13.0%
ALL Allstate Corp Com 0.1%
Value ($000) $143 Shares 1,218 Est. Cost $71.17 Unrealized +50.2%
EOG EOG RES Inc Com 0.0%
Value ($000) $140 Shares 1,575 Est. Cost $61.49 Unrealized +19.2%
TSM Taiwan Semiconductor Mfg Ltdsponsored ADR 0.0%
Value ($000) $136 Shares 1,130 Est. Cost $34.80 Unrealized
ICF iShares Tr Cohen & Steer Realty Majors 0.0%
Value ($000) $136 Shares 1,792 Est. Cost $83.59 Unrealized
CL Colgate Palmolive Co Com 0.0%
Value ($000) $136 Shares 1,597 Est. Cost $57.09 Unrealized +24.2%
ALGN Align Technology Inc 0.0%
Value ($000) $134 Shares 204 Est. Cost $101.02 Unrealized +536.5%
SCHH Schwab U.S. REIT ETF 0.0%
Value ($000) $132 Shares 2,501 Est. Cost $36.68 Unrealized
Activision Blizzard Inc 0.0%
Value ($000) $130 Shares 1,958 Est. Cost $75.01 Unrealized
DFAC DFA T.A. US Core Equity Fund ETF 0.0%
Value ($000) $130 Shares 4,500 Est. Cost $26.67 Unrealized
SPYM Spdr Series Trust Portfolio Large Cap Etf 0.0%
Value ($000) $129 Shares 2,319 Est. Cost $37.55 Unrealized
SCHE Schw Emg Mkt Eq ETF 0.0%
Value ($000) $125 Shares 4,230 Est. Cost $24.83 Unrealized
ISRG Intuitive Surgical Inc 0.0%
Value ($000) $125 Shares 348 Est. Cost $280.52 Unrealized +22.7%
Ishares Ibonds Dec 2022 Term Corporate Etf 0.0%
Value ($000) $125 Shares 4,966 Est. Cost $24.73 Unrealized
Walgreens Boots Alliance Inc 0.0%
Value ($000) $124 Shares 2,376 Est. Cost $82.93 Unrealized
TOTL SPDR Doubleline Total Return Tactical ETF 0.0%
Value ($000) $124 Shares 2,625 Est. Cost $48.79 Unrealized
LQD iShares Iboxx Invt Grade Corp Bd Fund 0.0%
Value ($000) $123 Shares 928 Est. Cost $119.34 Unrealized
COP Conocophillips Com 0.0%
Value ($000) $123 Shares 1,708 Est. Cost $38.02 Unrealized +64.7%
CB Chubb Limited 0.0%
Value ($000) $122 Shares 632 Est. Cost $116.11 Unrealized +52.9%
WSM Williams Sonoma Inc 0.0%
Value ($000) $122 Shares 720 Est. Cost $24.50 Unrealized +250.6%
FVD First Tr Value Line Divid 0.0%
Value ($000) $122 Shares 2,837 Est. Cost $29.05 Unrealized
SCHV Schwab US Large Cap Value ETF 0.0%
Value ($000) $121 Shares 1,653 Est. Cost $50.40 Unrealized
DEO Diageo P L C Spon ADR New 0.0%
Value ($000) $120 Shares 547 Est. Cost $132.03 Unrealized
SCHF Schw Intl Eq ETF 0.0%
Value ($000) $119 Shares 3,060 Est. Cost $29.00 Unrealized
Magellan Midstream Prtnrs Lpcom Unit RP LP 0.0%
Value ($000) $118 Shares 2,540 Est. Cost $74.16 Unrealized
O Realty Income Corp 0.0%
Value ($000) $115 Shares 1,600 Est. Cost $48.33 Unrealized +14.6%
DFIV DFA Tax Managed International Value ETF 0.0%
Value ($000) $115 Shares 3,514 Est. Cost $32.73 Unrealized
Ishares Ibonds Dec 2023 Term Corporate Etf 0.0%
Value ($000) $115 Shares 4,462 Est. Cost $25.30 Unrealized
BMY Bristol Myers Squibb Co Com 0.0%
Value ($000) $114 Shares 1,836 Est. Cost $42.75 Unrealized +15.2%
GPC Genuine Parts Co Com 0.0%
Value ($000) $113 Shares 803 Est. Cost $76.52 Unrealized +54.2%
VBK Vanguard Sm Cap Grwth ETF 0.0%
Value ($000) $113 Shares 400 Est. Cost $145.47 Unrealized
XEL XCEL Energy Inc Com 0.0%
Value ($000) $113 Shares 1,666 Est. Cost $32.23 Unrealized +76.4%
CMI Cummins Inc Com 0.0%
Value ($000) $113 Shares 520 Est. Cost $121.18 Unrealized +69.9%
NXPI NXP Semiconductors NV 0.0%
Value ($000) $111 Shares 487 Est. Cost $79.99 Unrealized +145.8%
VONG Vanguard Russell 1000 Growth Etf 0.0%
Value ($000) $111 Shares 1,412 Est. Cost $102.16 Unrealized
VXF Vanguard Extended MKT ETF 0.0%
Value ($000) $110 Shares 604 Est. Cost $136.95 Unrealized
FBIN Fortune Brands Home & Sec Incom 0.0%
Value ($000) $107 Shares 1,005 Est. Cost $58.42 Unrealized +38.4%
VOOG Vanguard 500 Grwth Index Fund #3341 0.0%
Value ($000) $107 Shares 356 Est. Cost $119.32 Unrealized
AGGY Wisdomtree Yield Enhanced US Aggregate Bond Fund Enhnc U S Aggre Etf 0.0%
Value ($000) $106 Shares 2,057 Est. Cost $53.96 Unrealized
TE Connectivity LTD Reg Shs 0.0%
Value ($000) $106 Shares 660 Est. Cost $133.50 Unrealized
CTAS Cintas Corp COMMON 0.0%
Value ($000) $103 Shares 233 Est. Cost $75.29 Unrealized +37.8%
RPG Invesco S&p 500 Pure Growth Portfolio Powershr Etf 0.0%
Value ($000) $103 Shares 489 Est. Cost $110.96 Unrealized
MBSD Flexshares Disciplined Duration 0.0%
Value ($000) $103 Shares 4,466 Est. Cost $22.84 Unrealized
LMT Lockheed Martin Corp Com 0.0%
Value ($000) $103 Shares 289 Est. Cost $232.00 Unrealized +33.2%
BA Boeing Co Com 0.0%
Value ($000) $101 Shares 502 Est. Cost $180.83 Unrealized +16.8%
SPGI S&p Global INC CORP COMMON 0.0%
Value ($000) $101 Shares 215 Est. Cost $280.11 Unrealized +57.7%
SHW Sherwin Williams CO Sherwin Williams CORP COMMON 0.0%
Value ($000) $100 Shares 283 Est. Cost $242.88 Unrealized +28.2%
AMGN Amgen Inc Com 0.0%
Value ($000) $100 Shares 446 Est. Cost $149.15 Unrealized +24.1%
FDX FedEx Corp Com 0.0%
Value ($000) $100 Shares 388 Est. Cost $164.64 Unrealized +33.6%
VGK Vanguard Intl Equity Index 0.0%
Value ($000) $99 Shares 1,450 Est. Cost $51.57 Unrealized
BIIB Biogen Idec Inc Com 0.0%
Value ($000) $98 Shares 407 Est. Cost $292.67 Unrealized -12.1%
ILCG iShares Tr Large Grwth 0.0%
Value ($000) $97 Shares 1,345 Est. Cost $93.60 Unrealized
ETN Eaton Corp PLC Shs 0.0%
Value ($000) $97 Shares 559 Est. Cost $65.82 Unrealized +136.2%
BIV Vanguard Intermediate 0.0%
Value ($000) $96 Shares 1,099 Est. Cost $84.18 Unrealized
WEC Wisconsin Energy Corp. 0.0%
Value ($000) $95 Shares 982 Est. Cost $51.83 Unrealized +53.2%
XLP Cons Staple Sector SPDR 0.0%
Value ($000) $93 Shares 1,209 Est. Cost $54.57 Unrealized
TSLA Tesla Inc 0.0%
Value ($000) $93 Shares 88 Est. Cost $251.06 Unrealized +33.6%
ATO ATMOS Energy Corp Com 0.0%
Value ($000) $92 Shares 881 Est. Cost $69.91 Unrealized +22.2%
GOVT Ishares US Treasury Bond 0.0%
Value ($000) $92 Shares 3,440 Est. Cost $27.28 Unrealized
Ishares Ibonds Dec 2024 Term Corporate Etf Trm 0.0%
Value ($000) $91 Shares 3,509 Est. Cost $25.70 Unrealized
DIA SPDR Dow Jones Indl Avrg ETF ut Ser 1 0.0%
Value ($000) $91 Shares 250 Est. Cost $226.21 Unrealized
TDG Transdigm Group Inc Common 0.0%
Value ($000) $91 Shares 143 Est. Cost $291.19 Unrealized +78.7%
KIM Kimco Realty Corp 0.0%
Value ($000) $88 Shares 3,586 Est. Cost $17.58 Unrealized +9.0%
MET Metlife Inc Com 0.0%
Value ($000) $88 Shares 1,415 Est. Cost $35.61 Unrealized +55.5%
IGIB iShares Barclays Intermediate Cr Bd 0.0%
Value ($000) $87 Shares 1,470 Est. Cost $62.30 Unrealized
FAST Fastenal Co Com 0.0%
Value ($000) $85 Shares 1,334 Est. Cost $12.24 Unrealized +117.8%
AWR American States Water Co 0.0%
Value ($000) $83 Shares 800 Est. Cost $38.91 Unrealized +122.0%
CME CME Group Inc Class A 0.0%
Value ($000) $83 Shares 364 Est. Cost $107.05 Unrealized +72.6%
DOV Dover Corp Com 0.0%
Value ($000) $82 Shares 454 Est. Cost $60.64 Unrealized +165.4%
MDLZ Mondelez Intl Inc Cl A 0.0%
Value ($000) $82 Shares 1,240 Est. Cost $36.21 Unrealized +52.7%
BUD Anheuser Busch Inbev SA/NV Sponsored ADR 0.0%
Value ($000) $81 Shares 1,336 Est. Cost $64.25 Unrealized
MNA IQ Merger Arbitrage Etc 0.0%
Value ($000) $81 Shares 2,527 Est. Cost $30.07 Unrealized
FBND Fidelity Total Bd ETF 0.0%
Value ($000) $80 Shares 1,509 Est. Cost $49.61 Unrealized
A Agilent Technologies Inc Com 0.0%
Value ($000) $80 Shares 500 Est. Cost $151.43 Unrealized 0.0%
IGSB iShares Barclays 1-3 Yr Cr 0.0%
Value ($000) $80 Shares 1,480 Est. Cost $68.34 Unrealized
IWP iShares Tr Russell McP Gr 0.0%
Value ($000) $79 Shares 683 Est. Cost $108.13 Unrealized
ALC Alcon Ag CORP COMMON 0.0%
Value ($000) $79 Shares 908 Est. Cost $57.07 Unrealized +42.5%
RMD Resmed Inc Common 0.0%
Value ($000) $79 Shares 305 Est. Cost $100.35 Unrealized +149.4%
LEG Leggett & Platt Inc Com 0.0%
Value ($000) $78 Shares 1,900 Est. Cost $48.84 Unrealized -11.1%
EFG Ishares MSCI Eafe Growth Index ETF 0.0%
Value ($000) $78 Shares 710 Est. Cost $67.48 Unrealized
LW Lamb Weston Hldgs Inc Common 0.0%
Value ($000) $77 Shares 1,213 Est. Cost $42.74 Unrealized +25.8%
EW Edwards Lifesciences Corp Com 0.0%
Value ($000) $77 Shares 591 Est. Cost $65.25 Unrealized +78.8%
XLV Select Sector SPDR Tr Sbi Healthcare 0.0%
Value ($000) $76 Shares 542 Est. Cost $85.84 Unrealized
CHKP Check Point Software Technologies Ltd Technologis CORP COMMON 0.0%
Value ($000) $76 Shares 650 Est. Cost $116.03 Unrealized -0.1%
DHR Danaher Corp 0.0%
Value ($000) $76 Shares 231 Est. Cost $141.66 Unrealized +90.7%
EL Lauder Estee Cos Inc Cl A 0.0%
Value ($000) $75 Shares 202 Est. Cost $169.72 Unrealized +87.2%
AMP Ameriprise Finl Inc Com 0.0%
Value ($000) $74 Shares 245 Est. Cost $152.95 Unrealized +81.9%
CDK Global Inc 0.0%
Value ($000) $73 Shares 1,755 Est. Cost $65.15 Unrealized
CAG Conagra Foods Inc Com 0.0%
Value ($000) $72 Shares 2,115 Est. Cost $27.98 Unrealized -3.6%
CNI Canadian Natl Railway Co 0.0%
Value ($000) $72 Shares 587 Est. Cost $69.35 Unrealized +68.4%
FLOT iShares Floating Rate Bond ETF 0.0%
Value ($000) $72 Shares 1,422 Est. Cost $50.50 Unrealized
Nuveen Select Tax-Free Income Portfolio 0.0%
Value ($000) $72 Shares 4,491 Est. Cost $16.03 Unrealized
AXP American Express Co Com 0.0%
Value ($000) $72 Shares 440 Est. Cost $69.17 Unrealized +133.9%
LHX L3harris Technologies INC CORP COMMON 0.0%
Value ($000) $71 Shares 334 Est. Cost $176.19 Unrealized +15.5%
IJT iShares Smallcap 600/Barra V 0.0%
Value ($000) $71 Shares 510 Est. Cost $131.05 Unrealized
OKE Oneok Inc New Com 0.0%
Value ($000) $70 Shares 1,191 Est. Cost $38.09 Unrealized +30.3%
JNK SPDR Series Tr Barclays Highyield 0.0%
Value ($000) $70 Shares 644 Est. Cost $100.93 Unrealized
PFG Principal Financial Group Incom 0.0%
Value ($000) $69 Shares 951 Est. Cost $43.68 Unrealized +37.7%
DOW Dow INC CORP COMMON 0.0%
Value ($000) $69 Shares 1,218 Est. Cost $38.37 Unrealized +17.4%
SCHA Schwab US Small-cap Etf Small Cap 0.0%
Value ($000) $69 Shares 669 Est. Cost $70.32 Unrealized
COF Capital One Finl Corp Com 0.0%
Value ($000) $69 Shares 478 Est. Cost $92.82 Unrealized +54.5%
ICSH Ishares Ultra Short-term Bond Etf Short Term 0.0%
Value ($000) $69 Shares 1,373 Est. Cost $50.16 Unrealized
ADSK Autodesk INC CORP COMMON 0.0%
Value ($000) $68 Shares 243 Est. Cost $226.54 Unrealized +28.7%
AZN Astrazeneca PLC Sponsored ADR 0.0%
Value ($000) $68 Shares 1,161 Est. Cost $34.98 Unrealized
ORLY O'Reilly Automotive Inc 0.0%
Value ($000) $68 Shares 96 Est. Cost $33.33 Unrealized +29.8%
RSP Invesco S&p 500 Eql Wght Etf Invsc S P Equal Weight 0.0%
Value ($000) $68 Shares 419 Est. Cost $108.49 Unrealized
GILD Gilead Sciences Stock 0.0%
Value ($000) $67 Shares 923 Est. Cost $52.52 Unrealized +12.0%
Glaxo Smithkline PLC Sponsored ADR 0.0%
Value ($000) $66 Shares 1,502 Est. Cost $39.10 Unrealized
SDY SPDR Ser Tr S&P Divid ETF 0.0%
Value ($000) $66 Shares 515 Est. Cost $118.45 Unrealized
VGT Vanguard World Fds Inf Tech ETF 0.0%
Value ($000) $66 Shares 144 Est. Cost $136.23 Unrealized
IEF iShares Lehman 7-10 Yr Index 0.0%
Value ($000) $66 Shares 570 Est. Cost $122.17 Unrealized
CNC Centene Corp 0.0%
Value ($000) $66 Shares 803 Est. Cost $61.05 Unrealized +20.0%
BR Broadridge Finl Solutions Incom 0.0%
Value ($000) $65 Shares 354 Est. Cost $70.15 Unrealized +133.3%
SAP Sap Aktiengesellschaft Sponsored ADR 0.0%
Value ($000) $65 Shares 463 Est. Cost $109.37 Unrealized
IWL iShares Rusell Top 200 0.0%
Value ($000) $63 Shares 552 Est. Cost $90.58 Unrealized
GS Goldman Sachs Group Inc Com 0.0%
Value ($000) $62 Shares 161 Est. Cost $212.40 Unrealized +67.8%
VMI Valmont Inds Inc Com 0.0%
Value ($000) $62 Shares 247 Est. Cost $147.68 Unrealized +65.9%
HYLB Xtrackers Usd High Yld Corporate Bd Etf Yield Cor Bnd 0.0%
Value ($000) $62 Shares 1,548 Est. Cost $46.66 Unrealized
CLX Clorox Co Del Com 0.0%
Value ($000) $61 Shares 350 Est. Cost $100.47 Unrealized +44.9%
ROK Rockwell Automation Inc 0.0%
Value ($000) $61 Shares 176 Est. Cost $218.99 Unrealized +40.7%
EVRG Evergy INC CORP COMMON 0.0%
Value ($000) $60 Shares 881 Est. Cost $43.96 Unrealized +24.8%
XSLV Invesco S&p Smallcap Low Volatility Etf Invsc S P Volatilty 0.0%
Value ($000) $60 Shares 1,145 Est. Cost $47.16 Unrealized
AXTA Axalta Coating Systems Ltd, Philadelphia, Pa 0.0%
Value ($000) $59 Shares 1,796 Est. Cost $25.99 Unrealized +22.1%
Ihs Markit 0.0%
Value ($000) $59 Shares 442 Est. Cost $73.43 Unrealized
Brookfield Asset Management INC CLASS A CORP COMMON 0.0%
Value ($000) $59 Shares 973 Est. Cost $36.41 Unrealized
TFC Truist Financial Corp COMMON 0.0%
Value ($000) $59 Shares 1,009 Est. Cost $36.61 Unrealized +35.8%
FTCS First Trust Capital Strength ETF 0.0%
Value ($000) $59 Shares 700 Est. Cost $49.26 Unrealized
STPZ Pimco 1-5 Year US Tips Index Exchange-traded Fund Etf 0.0%
Value ($000) $58 Shares 1,051 Est. Cost $55.19 Unrealized
Splunk Inc Common 0.0%
Value ($000) $58 Shares 502 Est. Cost $107.75 Unrealized
BSV Vanguard Short Term Bond 0.0%
Value ($000) $58 Shares 717 Est. Cost $80.11 Unrealized
Canadian Pac Ry LTD Com 0.0%
Value ($000) $58 Shares 800 Est. Cost $91.00 Unrealized
CAJPY Canon Inc ADR 0.0%
Value ($000) $58 Shares 2,361 Est. Cost $23.47 Unrealized
CWT California Wtr Svc Group Com 0.0%
Value ($000) $57 Shares 800 Est. Cost $29.04 Unrealized +101.5%
SJM Smucker J M Co Com New 0.0%
Value ($000) $57 Shares 420 Est. Cost $104.26 Unrealized +6.5%
VRTX Vertex Pharmctls Inc 0.0%
Value ($000) $56 Shares 254 Est. Cost $219.03 Unrealized -11.2%
OTIS Otis Worldwide Corp COMMON 0.0%
Value ($000) $55 Shares 632 Est. Cost $52.58 Unrealized +49.2%
FGD First Trust Dow Jones Globalselect Div 0.0%
Value ($000) $55 Shares 2,200 Est. Cost $25.00 Unrealized
HIG Hartford Finl Svcs Group Inccom 0.0%
Value ($000) $55 Shares 792 Est. Cost $39.87 Unrealized +62.7%
KLAC KLA-Tencor Corp Com 0.0%
Value ($000) $54 Shares 125 Est. Cost $122.14 Unrealized +202.5%
IQLT Ishares Edge Msci Intl Quality Factor Etf Qlt Fctr 0.0%
Value ($000) $53 Shares 1,343 Est. Cost $29.04 Unrealized
CYRX Cryoport Inc 0.0%
Value ($000) $53 Shares 890 Est. Cost $61.67 Unrealized +12.2%
BNS BK Nova Scotia Halifax (Canada) 0.0%
Value ($000) $53 Shares 735 Est. Cost $37.78 Unrealized +39.9%
FIXD First Tr Exchange 0.0%
Value ($000) $53 Shares 1,000 Est. Cost $50.12 Unrealized
ROP Roper Inds Inc New Com 0.0%
Value ($000) $53 Shares 108 Est. Cost $255.09 Unrealized +81.9%
KEYS Keysight Technologies Inc 0.0%
Value ($000) $52 Shares 250 Est. Cost $187.06 Unrealized 0.0%
PLTR Palantir Tech 0.0%
Value ($000) $52 Shares 2,854 Est. Cost $26.04 Unrealized -15.2%
SMDV Proshares Russell 2000 Dividend Growers Etf Dvd Grwrs 0.0%
Value ($000) $52 Shares 774 Est. Cost $49.10 Unrealized
SPYV Spdr Portfolio S&p 500 Value Etf 0.0%
Value ($000) $51 Shares 1,206 Est. Cost $25.69 Unrealized
GSLC Goldman Sachs Activebeta US Large Cap Equity Etf Actvbeta Lrg 0.0%
Value ($000) $51 Shares 538 Est. Cost $69.67 Unrealized
CHD Church & Dwight Inc Com 0.0%
Value ($000) $51 Shares 500 Est. Cost $42.65 Unrealized +102.5%
CMP Compass Minerals Intl Inc 0.0%
Value ($000) $51 Shares 1,000 Est. Cost $54.94 Unrealized +6.5%
CARR Carrier Global Corp COMMON 0.0%
Value ($000) $50 Shares 920 Est. Cost $17.13 Unrealized +197.4%
ISTB Ishares Core 1-5 year USD Bond ETF 0.0%
Value ($000) $50 Shares 1,000 Est. Cost $50.25 Unrealized
MCHP Microchip Technology Inc Com 0.0%
Value ($000) $50 Shares 580 Est. Cost $55.14 Unrealized +34.0%
GM General Mtrs Co Com 0.0%
Value ($000) $50 Shares 859 Est. Cost $42.24 Unrealized +33.4%
MU Micron Technology Inc 0.0%
Value ($000) $50 Shares 539 Est. Cost $42.48 Unrealized +79.6%
NSC Norfolk Southern Corp Com 0.0%
Value ($000) $50 Shares 167 Est. Cost $97.78 Unrealized +161.0%
APA Apache Corporation 0.0%
Value ($000) $48 Shares 1,800 Est. Cost $16.81 Unrealized +39.1%
NFLX Netflix INC CORP COMMON 0.0%
Value ($000) $48 Shares 80 Est. Cost $54.30 Unrealized +17.7%
SYK Stryker Corp Com 0.0%
Value ($000) $48 Shares 178 Est. Cost $175.29 Unrealized +43.3%
BHP Billiton PLC 0.0%
Value ($000) $48 Shares 798 Est. Cost $46.46 Unrealized
VTRS Viatris INC CORP COMMON 0.0%
Value ($000) $47 Shares 3,437 Est. Cost $11.87 Unrealized -6.3%
DAL Delta Air Lines Inc. 0.0%
Value ($000) $46 Shares 1,170 Est. Cost $50.79 Unrealized -23.3%
WRB Berkley W R Corp Common 0.0%
Value ($000) $46 Shares 555 Est. Cost $21.52 Unrealized +48.6%
Six Flags Entmt Corp 0.0%
Value ($000) $45 Shares 1,050 Est. Cost $59.09 Unrealized
RYAAY Ryanair Holdings PLC 0.0%
Value ($000) $44 Shares 430 Est. Cost $83.76 Unrealized
VGSH Vanguard Short Term Treasury Etf 0.0%
Value ($000) $44 Shares 731 Est. Cost $61.21 Unrealized
SPDW SPDR Index Shs Fds 0.0%
Value ($000) $44 Shares 1,200 Est. Cost $27.71 Unrealized
EMB iShares JP Morgan Em Bond FD 0.0%
Value ($000) $44 Shares 407 Est. Cost $105.98 Unrealized
DNP Select Income Fund Inc 0.0%
Value ($000) $44 Shares 4,051 Est. Cost $10.70 Unrealized
VEEV Veeva Systems INC CLASS A CORP COMMON 0.0%
Value ($000) $43 Shares 168 Est. Cost $238.65 Unrealized +21.8%
MKL Markel Corp Com 0.0%
Value ($000) $43 Shares 35 Est. Cost $997.50 Unrealized +26.5%
Dun & Bradstreet 0.0%
Value ($000) $43 Shares 2,119 Est. Cost $23.60 Unrealized
BABA Alibaba Group Hldg LTD Spon ADR 0.0%
Value ($000) $43 Shares 366 Est. Cost $166.07 Unrealized
SBAC SBA Communications Corp New 0.0%
Value ($000) $42 Shares 107 Est. Cost $158.85 Unrealized +107.5%
Royal Dutch Shell PLC Spon ADR B 0.0%
Value ($000) $42 Shares 976 Est. Cost $41.62 Unrealized
BHP BHP Billiton LTD Sponsored ADR 0.0%
Value ($000) $42 Shares 698 Est. Cost $53.80 Unrealized
STX Seagate Technology Holdings PLC 0.0%
Value ($000) $41 Shares 365 Est. Cost $75.21 Unrealized +12.6%
NVO Novo Nordisk A/S 0.0%
Value ($000) $40 Shares 359 Est. Cost $53.72 Unrealized
VSS Vanguard FTSE All WO X US 0.0%
Value ($000) $40 Shares 302 Est. Cost $101.24 Unrealized
ROKU Roku Inc 0.0%
Value ($000) $39 Shares 170 Est. Cost $269.73 Unrealized 0.0%
SHOP Shopify INC CLASS A Sub Vtg CORP COMMON 0.0%
Value ($000) $39 Shares 28 Est. Cost $114.03 Unrealized +28.1%
DXCM Dexcom Inc Common 0.0%
Value ($000) $39 Shares 72 Est. Cost $33.14 Unrealized +333.6%
WELL Welltower Inc 0.0%
Value ($000) $39 Shares 450 Est. Cost $48.83 Unrealized +53.7%
Royal Dutch Shell PLC Spons ADR A 0.0%
Value ($000) $38 Shares 870 Est. Cost $51.56 Unrealized
NUE Nucor Corp Com 0.0%
Value ($000) $37 Shares 320 Est. Cost $51.53 Unrealized +98.9%
BSX Boston Scientific Corp Common 0.0%
Value ($000) $37 Shares 876 Est. Cost $39.07 Unrealized +7.6%
LDUR Pimco ETF Tr Low Durtn AC ETF 0.0%
Value ($000) $37 Shares 365 Est. Cost $99.67 Unrealized
SCHO Schwab Strategic Tr Sht Tm US Tres 0.0%
Value ($000) $37 Shares 723 Est. Cost $50.56 Unrealized
QEFA SPDR MSCI EAFE Quality Mix ETF 0.0%
Value ($000) $36 Shares 464 Est. Cost $77.59 Unrealized
PH Parker Hannifin Corp 0.0%
Value ($000) $36 Shares 112 Est. Cost $273.58 Unrealized +7.0%
LULU Lululemon Athletica Inc 0.0%
Value ($000) $36 Shares 91 Est. Cost $318.98 Unrealized +34.0%
ZBH Zimmer Hldgs Inc Com 0.0%
Value ($000) $36 Shares 280 Est. Cost $105.40 Unrealized +19.8%
PCEF Invesco Cef Income Composite Etf Invsc 0.0%
Value ($000) $36 Shares 1,500 Est. Cost $20.00 Unrealized
MDU MDU RES Group Inc Com 0.0%
Value ($000) $35 Shares 1,134 Est. Cost $7.90 Unrealized +26.5%
PPG PPG Inds Inc Com 0.0%
Value ($000) $34 Shares 200 Est. Cost $87.76 Unrealized +68.0%
DG Dollar General Corp 0.0%
Value ($000) $34 Shares 144 Est. Cost $192.21 Unrealized +7.4%
Lexington Realty Trust Com 0.0%
Value ($000) $34 Shares 2,200 Est. Cost $10.00 Unrealized
ASML Asml Holding Nv ADR Rep CORP COMMON 0.0%
Value ($000) $34 Shares 43 Est. Cost $710.11 Unrealized
IBN ICICI BK Limited ADR (India) 0.0%
Value ($000) $33 Shares 1,666 Est. Cost $10.19 Unrealized
FFTY Innovator Ibd 50 Etf 0.0%
Value ($000) $33 Shares 720 Est. Cost $27.27 Unrealized
Duke Weeks Realty Corp Com New 0.0%
Value ($000) $33 Shares 500 Est. Cost $26.00 Unrealized
WDC Western Digital Corp Com 0.0%
Value ($000) $33 Shares 504 Est. Cost $39.38 Unrealized +9.9%
Hanesbrands Inc Com 0.0%
Value ($000) $32 Shares 1,900 Est. Cost $12.63 Unrealized
CDW CDW Corp 0.0%
Value ($000) $32 Shares 155 Est. Cost $50.65 Unrealized +256.4%
CRTO Criteo SA 0.0%
Value ($000) $32 Shares 814 Est. Cost $15.74 Unrealized
XLI SPDR FD-Sh of Beneficial Int 0.0%
Value ($000) $32 Shares 300 Est. Cost $66.67 Unrealized
AZO Autozone INC CORP COMMON 0.0%
Value ($000) $31 Shares 15 Est. Cost $1314.54 Unrealized +41.6%
RIO Rio Tinto PLC Sponsored ADR 0.0%
Value ($000) $31 Shares 462 Est. Cost $57.47 Unrealized
ABEV Ambev SA Sponsored ADR 0.0%
Value ($000) $31 Shares 11,110 Est. Cost $3.80 Unrealized
WU Western Un Co Com 0.0%
Value ($000) $31 Shares 1,750 Est. Cost $20.26 Unrealized
VOT Vanguard Mid-Cap Growth ETF 0.0%
Value ($000) $30 Shares 117 Est. Cost $166.58 Unrealized
TPR Tapestry Inc 0.0%
Value ($000) $30 Shares 731 Est. Cost $33.47 Unrealized +9.4%
GRID First Trust NASDAQ Clean Edge Smart Grid Index 0.0%
Value ($000) $30 Shares 295 Est. Cost $89.34 Unrealized
Atlassian Corporation Plc CLASS A CORP COMMON 0.0%
Value ($000) $30 Shares 79 Est. Cost $389.04 Unrealized
DHI Dr Horton Inc 0.0%
Value ($000) $30 Shares 281 Est. Cost $32.22 Unrealized +186.5%
IJS iShares Smallcap 600/Barra 0.0%
Value ($000) $30 Shares 287 Est. Cost $108.13 Unrealized
CAH Cardinal Health Inc Com 0.0%
Value ($000) $30 Shares 575 Est. Cost $53.74 Unrealized -17.0%
IEX Idex Corp 0.0%
Value ($000) $29 Shares 123 Est. Cost $186.85 Unrealized +15.4%
XLU Sector XLX Utilities 0.0%
Value ($000) $29 Shares 400 Est. Cost $51.57 Unrealized
ABBNY ABB LTD 0.0%
Value ($000) $28 Shares 744 Est. Cost $31.14 Unrealized
Ishares Ibonds Dec 2025 Term Corporate Etf Ishr Ibnd Trm 0.0%
Value ($000) $28 Shares 1,060 Est. Cost $23.58 Unrealized
RPV Invesco S&p 500 Pure Value Etf Invsc S P 0.0%
Value ($000) $28 Shares 352 Est. Cost $67.34 Unrealized
IXC iShares Global Energy ETF 0.0%
Value ($000) $27 Shares 972 Est. Cost $31.99 Unrealized
HUM Humana Inc Com 0.0%
Value ($000) $27 Shares 59 Est. Cost $191.96 Unrealized +121.3%
APD Air Prods & Chems Inc Com 0.0%
Value ($000) $27 Shares 89 Est. Cost $134.92 Unrealized +95.4%
KKR Kkr & CO INC And CLASS A CORP COMMON 0.0%
Value ($000) $27 Shares 368 Est. Cost $46.72 Unrealized +52.4%
Petrochina Co Ltd Sponsored ADR 0.0%
Value ($000) $27 Shares 608 Est. Cost $46.48 Unrealized
PNC PNC Financial Services Group Inc 0.0%
Value ($000) $26 Shares 131 Est. Cost $91.30 Unrealized +90.9%
NVDA Nvidia Corp 0.0%
Value ($000) $26 Shares 89 Est. Cost $20.72 Unrealized +32.5%
TAK Takeda Pharmaceutical CO Ltd Pharmaceuticl ADR Rep 0.5 CORP COMMON 0.0%
Value ($000) $26 Shares 1,882 Est. Cost $18.73 Unrealized
MNST Monster Beverage Cor 0.0%
Value ($000) $26 Shares 270 Est. Cost $24.99 Unrealized +77.9%
ICLR Icon Plc CORP COMMON 0.0%
Value ($000) $26 Shares 84 Est. Cost $193.67 Unrealized +44.5%
IYF Ishares Trust Dj US Financial Financials Etf 0.0%
Value ($000) $25 Shares 283 Est. Cost $84.38 Unrealized
CQQQ Invesco China Technology Etf Invsc 0.0%
Value ($000) $25 Shares 400 Est. Cost $58.75 Unrealized
PKX Posco Sponsored ADR 0.0%
Value ($000) $25 Shares 432 Est. Cost $69.80 Unrealized
Unilever PLC Spon ADR New 0.0%
Value ($000) $25 Shares 464 Est. Cost $51.82 Unrealized
FMX Fomento Economico Mexicano Sab De Cv Econ ADR Representing 10 CORP COMMON 0.0%
Value ($000) $25 Shares 327 Est. Cost $75.67 Unrealized
MINT Pimco Exch Traded Fund 0.0%
Value ($000) $25 Shares 250 Est. Cost $101.25 Unrealized
MRNA Moderna 0.0%
Value ($000) $25 Shares 100 Est. Cost $144.91 Unrealized +101.8%
XLY Select Sector Spdr Tr Consumer Discretionary 0.0%
Value ($000) $25 Shares 123 Est. Cost $170.73 Unrealized
AIG American Intl Group 0.0%
Value ($000) $25 Shares 431 Est. Cost $38.34 Unrealized +35.2%
VIS Vanguard Industrials Etf 0.0%
Value ($000) $25 Shares 124 Est. Cost $169.35 Unrealized
TECB Ishares US Tech Breakthrough Multisector Etf Brkthrgh Mltsctr 0.0%
Value ($000) $25 Shares 599 Est. Cost $33.38 Unrealized
VMBS Vanguard Mtg-Backed 0.0%
Value ($000) $25 Shares 477 Est. Cost $52.07 Unrealized
BF/B Brown Forman Corp Cl B 0.0%
Value ($000) $24 Shares 334 Est. Cost $58.15 Unrealized +12.4%
CNP Centerpoint Energy Inc Com 0.0%
Value ($000) $24 Shares 843 Est. Cost $19.95 Unrealized +20.4%
CPRT Copart INC CORP COMMON 0.0%
Value ($000) $24 Shares 156 Est. Cost $27.17 Unrealized +36.6%
CTVA Corteva INC CORP COMMON 0.0%
Value ($000) $24 Shares 518 Est. Cost $41.24 Unrealized +5.6%
KT KT Corp 0.0%
Value ($000) $24 Shares 1,920 Est. Cost $12.81 Unrealized
OMC Omnicom Group Inc Com 0.0%
Value ($000) $24 Shares 323 Est. Cost $62.46 Unrealized -1.6%
MDYG Spdr Dj Wilshire Mid Cap Growth Etf S&p 400 0.0%
Value ($000) $24 Shares 300 Est. Cost $52.55 Unrealized
SKYY First Tr Ise Cloud Comp Inx ETF 0.0%
Value ($000) $24 Shares 234 Est. Cost $48.98 Unrealized
PII Polaris Inds Inc Com 0.0%
Value ($000) $24 Shares 216 Est. Cost $91.36 Unrealized +28.9%
RNG Ringcentral INC CLASS A CORP COMMON 0.0%
Value ($000) $23 Shares 125 Est. Cost $255.72 Unrealized -13.2%
TLK Pt Telekomunikasi Indonesia TBK 0.0%
Value ($000) $23 Shares 778 Est. Cost $25.71 Unrealized
BBVA Banco Bilbao Vizcaya Argentaria SA 0.0%
Value ($000) $23 Shares 3,965 Est. Cost $5.23 Unrealized
WTRG Essential Utilities INC CORP COMMON 0.0%
Value ($000) $23 Shares 423 Est. Cost $42.96 Unrealized +13.0%
ARCC Ares Cap Corp Com 0.0%
Value ($000) $23 Shares 1,100 Est. Cost $7.61 Unrealized +83.4%
WPP WPP PLC Sponsored 0.0%
Value ($000) $23 Shares 309 Est. Cost $67.51 Unrealized
Healthcare Rlty Tr Com 0.0%
Value ($000) $23 Shares 725 Est. Cost $33.10 Unrealized
COUP Software Inc 0.0%
Value ($000) $23 Shares 148 Est. Cost $190.47 Unrealized
CHWY Chewy Inc 0.0%
Value ($000) $22 Shares 375 Est. Cost $82.77 Unrealized -21.0%
INGR Ingredion Inc Com 0.0%
Value ($000) $22 Shares 230 Est. Cost $84.39 Unrealized +14.0%
JCI Johnson Controls Inc. Shs 0.0%
Value ($000) $22 Shares 265 Est. Cost $38.32 Unrealized +81.7%
LEN Lennar Corp Cl A 0.0%
Value ($000) $22 Shares 192 Est. Cost $50.71 Unrealized +89.5%
SPYG SPDR S&P 500 Growth ETF 0.0%
Value ($000) $22 Shares 300 Est. Cost $63.33 Unrealized
MCK McKesson Corp Com 0.0%
Value ($000) $22 Shares 90 Est. Cost $139.47 Unrealized +54.0%
BP BP PLC Sponsored ADR 0.0%
Value ($000) $22 Shares 815 Est. Cost $30.39 Unrealized
SIMO Silicon Motion Technology Corp Techno ADR Rep 4 COMMON 0.0%
Value ($000) $22 Shares 232 Est. Cost $37.63 Unrealized
PSA Public Storage 0.0%
Value ($000) $22 Shares 60 Est. Cost $154.24 Unrealized +78.7%
ABNB Air BnB Ordinary Share Class A 0.0%
Value ($000) $21 Shares 128 Est. Cost $152.75 Unrealized +15.3%
Nuveen Mun Value FD Inc Com 0.0%
Value ($000) $21 Shares 2,000 Est. Cost $10.00 Unrealized
NOK Nokia Corp Sponsored ADR 0.0%
Value ($000) $21 Shares 3,321 Est. Cost $3.90 Unrealized
NNN National Retail Properties Icom 0.0%
Value ($000) $21 Shares 435 Est. Cost $43.73 Unrealized
IQDY Flexshares International Quality Div Dyn Idx Flexshs Intl Qty Ind Etf 0.0%
Value ($000) $21 Shares 696 Est. Cost $30.17 Unrealized
IFF International Flavors & Fragrances Inc 0.0%
Value ($000) $21 Shares 141 Est. Cost $126.29 Unrealized +2.6%
CI Cigna Corp COMMON 0.0%
Value ($000) $21 Shares 90 Est. Cost $165.68 Unrealized +19.0%
CTSH Cognizant Technology Solutiocl A 0.0%
Value ($000) $21 Shares 237 Est. Cost $56.54 Unrealized +33.1%
NVT Nvent Electric Plc CORP COMMON 0.0%
Value ($000) $20 Shares 534 Est. Cost $23.72 Unrealized +40.9%
CASY Casey's General Stores Inc 0.0%
Value ($000) $20 Shares 100 Est. Cost $107.43 Unrealized +75.5%
ZIM ZIM Integrated Shipping Service LTD Ordinary Shs 0.0%
Value ($000) $20 Shares 341 Est. Cost $46.70 Unrealized +9.6%
TDTT Flexshares Iboxx3 yr target dura TIP Index Fund 0.0%
Value ($000) $20 Shares 762 Est. Cost $26.31 Unrealized
ELV Anthem Inc 0.0%
Value ($000) $20 Shares 44 Est. Cost $280.01 Unrealized +41.8%
TTD Trade Desk INC CLASS A CORP COMMON 0.0%
Value ($000) $20 Shares 221 Est. Cost $62.08 Unrealized +41.1%
OSK Oshkosh Truck Corp Cl B 0.0%
Value ($000) $20 Shares 176 Est. Cost $59.83 Unrealized +69.7%
SNY Sanofi Aventis Sponsored ADR 0.0%
Value ($000) $20 Shares 394 Est. Cost $49.34 Unrealized
MSCI Msci INC CORP COMMON 0.0%
Value ($000) $20 Shares 33 Est. Cost $311.45 Unrealized +92.5%
ADM Archer Daniels Midland Co 0.0%
Value ($000) $19 Shares 280 Est. Cost $31.91 Unrealized +79.9%
GEN NortonLifelock 0.0%
Value ($000) $19 Shares 722 Est. Cost $20.48 Unrealized +13.3%
TDOC Teladoc Health INC CORP COMMON 0.0%
Value ($000) $19 Shares 205 Est. Cost $188.56 Unrealized -36.6%
KOMP Spdr S&p Kensho New Economies Composite Etf Eco COMMON 0.0%
Value ($000) $19 Shares 327 Est. Cost $43.84 Unrealized
XLF Select Sector SPDR Tr Sbi Int-Finl 0.0%
Value ($000) $19 Shares 486 Est. Cost $24.48 Unrealized
PGF Invesco Financial Preferred Etf Invsc 0.0%
Value ($000) $19 Shares 1,000 Est. Cost $17.00 Unrealized
IHI iShares US Medical 0.0%
Value ($000) $19 Shares 288 Est. Cost $81.22 Unrealized
AVTR Avantor INC CORP COMMON 0.0%
Value ($000) $18 Shares 420 Est. Cost $27.45 Unrealized +43.6%
TRU Transunion CORP COMMON 0.0%
Value ($000) $18 Shares 148 Est. Cost $86.71 Unrealized +29.3%
Nuance Communications INC CORP COMMON 0.0%
Value ($000) $18 Shares 327 Est. Cost $28.12 Unrealized
PHG Koninklijke Philips NV 0.0%
Value ($000) $18 Shares 497 Est. Cost $44.08 Unrealized
Invesco Van Kampen Bond Fund 0.0%
Value ($000) $18 Shares 878 Est. Cost $19.09 Unrealized
HDB Hdfc Bk Ltd ADR Repstg 3 Shs 0.0%
Value ($000) $17 Shares 258 Est. Cost $66.83 Unrealized
Horizon Pharma PLC 0.0%
Value ($000) $17 Shares 161 Est. Cost $93.21 Unrealized
IDV iShares Tr Dow Jones Epac Select Div 0.0%
Value ($000) $17 Shares 550 Est. Cost $28.88 Unrealized
WMB Williams Cos Inc Del Com 0.0%
Value ($000) $17 Shares 650 Est. Cost $17.83 Unrealized +27.6%
MDIV FT Multi Asset Diversif Inc IDX ETF 0.0%
Value ($000) $17 Shares 1,000 Est. Cost $17.00 Unrealized
Marathon Oil Corp Com 0.0%
Value ($000) $17 Shares 1,035 Est. Cost $14.44 Unrealized
Twitter Inc Com 0.0%
Value ($000) $17 Shares 388 Est. Cost $63.41 Unrealized
FISV Fiserv INC CORP COMMON 0.0%
Value ($000) $17 Shares 165 Est. Cost $115.09 Unrealized -10.2%
First Trust Energy Income And Growth Fund Grw Cf 0.0%
Value ($000) $16 Shares 1,124 Est. Cost $9.45 Unrealized
SONY Sony Corp Amern Sh New 0.0%
Value ($000) $16 Shares 124 Est. Cost $106.95 Unrealized
EXAS Exact Sciensces Corp 0.0%
Value ($000) $16 Shares 208 Est. Cost $96.34 Unrealized -8.4%
Pioneer Nat RES Co Com 0.0%
Value ($000) $16 Shares 87 Est. Cost $160.92 Unrealized
CIBR First Trust Nasdaq Cybersecurity Etf Cybrscrty 0.0%
Value ($000) $16 Shares 300 Est. Cost $33.33 Unrealized
PINS Pintrest Inc 0.0%
Value ($000) $16 Shares 430 Est. Cost $61.44 Unrealized -27.7%
IGHG Proshares Investment grade- Interest Rate Hedged ETF 0.0%
Value ($000) $16 Shares 216 Est. Cost $76.47 Unrealized
PDBC Invesco Optimum Yld Dvsfd Cmd Str No K-1 Etf Invsc Actvly Mng Optm Yd Dvrs 0.0%
Value ($000) $16 Shares 1,163 Est. Cost $12.01 Unrealized
FERG1GBX Ferguson PLC New 0.0%
Value ($000) $16 Shares 93 Est. Cost $139.78 Unrealized
ITUB ITAU Unibanco SA (Brazil) 0.0%
Value ($000) $16 Shares 4,385 Est. Cost $6.52 Unrealized
HEDJ Wisdomtree Europe Hedged Equity 0.0%
Value ($000) $16 Shares 200 Est. Cost $62.50 Unrealized
VSAT Viasat Inc 0.0%
Value ($000) $15 Shares 344 Est. Cost $48.42 Unrealized +6.9%
DES Wisdomtree Smallcap Dividendfund 0.0%
Value ($000) $15 Shares 450 Est. Cost $42.96 Unrealized
URI United Rentals INC Rental CORP COMMON 0.0%
Value ($000) $15 Shares 44 Est. Cost $325.11 Unrealized +6.2%
MSI Motorola Inc 0.0%
Value ($000) $15 Shares 56 Est. Cost $164.80 Unrealized +45.3%
XLG Invesco S&P 500 Top 50 ETF 0.0%
Value ($000) $15 Shares 40 Est. Cost $375.00 Unrealized
HUBS Hubspot Inc 0.0%
Value ($000) $15 Shares 22 Est. Cost $644.26 Unrealized +17.4%
DOCU Docusign Inc 0.0%
Value ($000) $14 Shares 89 Est. Cost $248.08 Unrealized -8.1%
COR Amerisourcebergen Corp Com 0.0%
Value ($000) $14 Shares 102 Est. Cost $88.38 Unrealized +32.5%
BKR Baker Hughes Inc 0.0%
Value ($000) $14 Shares 574 Est. Cost $20.23 Unrealized +10.5%
KHC The Kraft Heinz Company 0.0%
Value ($000) $14 Shares 403 Est. Cost $53.55 Unrealized -44.9%
FIW First Trust Water ETF 0.0%
Value ($000) $14 Shares 150 Est. Cost $86.67 Unrealized
Lam Research Corp 0.0%
Value ($000) $14 Shares 19 Est. Cost $344.83 Unrealized
SLB Schlumberger LTD Com 0.0%
Value ($000) $14 Shares 454 Est. Cost $46.46 Unrealized -38.2%
Allete Inc Com New 0.0%
Value ($000) $13 Shares 200 Est. Cost $66.67 Unrealized
TYL Tyler Technologies INC CORP COMMON 0.0%
Value ($000) $13 Shares 24 Est. Cost $439.65 Unrealized +17.7%
KSS Kohls Corp Com 0.0%
Value ($000) $13 Shares 254 Est. Cost $54.01 Unrealized -5.4%
IX Orix Corporation Spons 0.0%
Value ($000) $13 Shares 130 Est. Cost $90.89 Unrealized
NBIS Yandex Nv CLASS A CORP COMMON 0.0%
Value ($000) $13 Shares 223 Est. Cost $38.02 Unrealized
John Hancock Premium Dividend Fund 0.0%
Value ($000) $13 Shares 788 Est. Cost $16.50 Unrealized
HPE Hewlett Packard Enterprise Co 0.0%
Value ($000) $13 Shares 801 Est. Cost $10.97 Unrealized +21.7%
ITT Itt INC CORP COMMON 0.0%
Value ($000) $12 Shares 122 Est. Cost $62.03 Unrealized +57.7%
CNQ Canadian Natural Resources LTD 0.0%
Value ($000) $12 Shares 281 Est. Cost $13.45 Unrealized +24.3%
SPHB Invesco S&p 500 High Beta Etf Invsc S P 0.0%
Value ($000) $12 Shares 156 Est. Cost $69.77 Unrealized
GH Guardant Health Inc Com 0.0%
Value ($000) $12 Shares 121 Est. Cost $148.38 Unrealized -30.3%
DTE Dte Energy Common 0.0%
Value ($000) $12 Shares 100 Est. Cost $62.98 Unrealized +57.9%
Discover Finl Svcs Com 0.0%
Value ($000) $12 Shares 100 Est. Cost $94.89 Unrealized
DLB Dolby Labortories 0.0%
Value ($000) $12 Shares 127 Est. Cost $88.73 Unrealized -5.8%
GRFS Grifols SA 0.0%
Value ($000) $12 Shares 1,061 Est. Cost $16.13 Unrealized
XYL Xylem Inc Com 0.0%
Value ($000) $12 Shares 103 Est. Cost $90.58 Unrealized +30.3%
PHM Pulte Group Inc 0.0%
Value ($000) $12 Shares 210 Est. Cost $44.49 Unrealized +10.7%
OGS One Gas Inc Com 0.0%
Value ($000) $12 Shares 150 Est. Cost $64.84 Unrealized +7.4%
PGR Progressive Corp OH 0.0%
Value ($000) $12 Shares 117 Est. Cost $68.09 Unrealized +26.0%
RF Regions Financial Corp 0.0%
Value ($000) $12 Shares 528 Est. Cost $11.89 Unrealized +61.4%
F Ford Mtr Co Del Com Par $0.01 0.0%
Value ($000) $12 Shares 600 Est. Cost $8.75 Unrealized +59.9%
TRP Tc Energy Corp COMMON 0.0%
Value ($000) $12 Shares 250 Est. Cost $34.32 Unrealized +16.2%
BK Bank New York Mellon Corp 0.0%
Value ($000) $11 Shares 187 Est. Cost $37.48 Unrealized +36.2%
TMUS T-mobile US INC T Mobile CORP COMMON 0.0%
Value ($000) $11 Shares 98 Est. Cost $102.08 Unrealized +11.4%
Syneos Health Inc 0.0%
Value ($000) $11 Shares 109 Est. Cost $91.74 Unrealized
FHN First Horizon Corp 0.0%
Value ($000) $11 Shares 656 Est. Cost $13.32 Unrealized +8.2%
FE Firstenergy Corp Common 0.0%
Value ($000) $11 Shares 270 Est. Cost $25.63 Unrealized +27.2%
PRU Prudential Finl Inc Com 0.0%
Value ($000) $11 Shares 100 Est. Cost $83.42 Unrealized +6.5%
LKQ LKQ Corp 0.0%
Value ($000) $11 Shares 191 Est. Cost $45.68 Unrealized +11.2%
ATR Aptargroup INC CORP COMMON 0.0%
Value ($000) $11 Shares 90 Est. Cost $100.43 Unrealized +17.1%
FIS Fidelity National Information Services INC Informatn Svcs CORP COMMON 0.0%
Value ($000) $11 Shares 102 Est. Cost $121.68 Unrealized -16.1%
ARE Alexandria Real Estate Equitities 0.0%
Value ($000) $11 Shares 51 Est. Cost $146.61 Unrealized +17.0%
Industrias Bachoco Sab De CV 0.0%
Value ($000) $11 Shares 258 Est. Cost $38.76 Unrealized
INMD Inmode Ltd 0.0%
Value ($000) $11 Shares 162 Est. Cost $56.32 Unrealized +42.4%
GTO Invesco Total Return Bond Etf Invsc 0.0%
Value ($000) $11 Shares 200 Est. Cost $58.45 Unrealized
China Petroleum & Chemical Corp Petro Chem ADR Rep 100 H COMMON 0.0%
Value ($000) $11 Shares 235 Est. Cost $46.81 Unrealized
LNG Cheniere Energy Inc 0.0%
Value ($000) $11 Shares 106 Est. Cost $68.37 Unrealized +52.6%
CRWD Crowdstrike Holdings Inc Class A 0.0%
Value ($000) $11 Shares 52 Est. Cost $243.61 Unrealized 0.0%
NOMD Nomad Foods Ltd CORP COMMON 0.0%
Value ($000) $11 Shares 417 Est. Cost $22.59 Unrealized +14.3%
VOD Vodafone Group PLC New Spnsr ADR No Par 0.0%
Value ($000) $11 Shares 749 Est. Cost $22.15 Unrealized
Vmware INC CLASS A CORP COMMON 0.0%
Value ($000) $10 Shares 85 Est. Cost $117.65 Unrealized
SHG Shinhan Financial 0.0%
Value ($000) $10 Shares 333 Est. Cost $32.45 Unrealized
EQNR Equinor Asa ADR Rep CORP COMMON 0.0%
Value ($000) $10 Shares 375 Est. Cost $26.67 Unrealized
LNT Alliant Energy Corp Com 0.0%
Value ($000) $10 Shares 160 Est. Cost $42.55 Unrealized +17.6%
LITE Lumentum Hldgs Inc 0.0%
Value ($000) $10 Shares 92 Est. Cost $91.05 Unrealized 0.0%
SPEM Spdr Portfolio Emerging Markets Etf Index Shares Emerg Markt 0.0%
Value ($000) $10 Shares 241 Est. Cost $41.49 Unrealized
PKG Packaging Corp America 0.0%
Value ($000) $10 Shares 73 Est. Cost $80.43 Unrealized +47.2%
VUSB Vanguard Ultra Short Bond ETF 0.0%
Value ($000) $10 Shares 200 Est. Cost $50.00 Unrealized
KDP Keurig Dr Pepper Inc 0.0%
Value ($000) $10 Shares 258 Est. Cost $31.60 Unrealized 0.0%
MFG Mizuho Financial Group 0.0%
Value ($000) $10 Shares 3,992 Est. Cost $3.01 Unrealized
FCX Freeport-McMoran Copper 0.0%
Value ($000) $10 Shares 249 Est. Cost $30.35 Unrealized +17.9%
MHK Mohawk Industries Inc 0.0%
Value ($000) $10 Shares 57 Est. Cost $136.17 Unrealized +31.1%
DGX Quest Diagnostics Inc Common 0.0%
Value ($000) $10 Shares 57 Est. Cost $112.12 Unrealized +25.3%
GGB Gerdau 0.0%
Value ($000) $10 Shares 2,129 Est. Cost $5.17 Unrealized
IVOV Vanguard S&P Mid-Cap 400 Value Index ETF 0.0%
Value ($000) $10 Shares 57 Est. Cost $87.72 Unrealized
AON Aon Plc CLASS A CORP COMMON 0.0%
Value ($000) $10 Shares 33 Est. Cost $290.95 Unrealized 0.0%
Aptiv Plc CORP COMMON 0.0%
Value ($000) $10 Shares 62 Est. Cost $96.77 Unrealized
HAL Halliburton Co Com 0.0%
Value ($000) $10 Shares 438 Est. Cost $26.19 Unrealized -16.8%
Hess Corp Com 0.0%
Value ($000) $10 Shares 138 Est. Cost $71.04 Unrealized
HWM Howmet Aerospace INC CORP COMMON 0.0%
Value ($000) $9 Shares 277 Est. Cost $21.94 Unrealized +38.7%
PNR Pentair PLC 0.0%
Value ($000) $9 Shares 129 Est. Cost $53.87 Unrealized +29.6%
CRL Charles River Laboratories International INC Chrls Labs CORP COMMON 0.0%
Value ($000) $9 Shares 23 Est. Cost $152.45 Unrealized +154.8%
KOF Coca-cola FEMSA ADS 0.0%
Value ($000) $9 Shares 156 Est. Cost $50.00 Unrealized
WAB Westinghouse Air Brake Technologies Corp Wabtec COMMON 0.0%
Value ($000) $9 Shares 100 Est. Cost $83.78 Unrealized +6.9%
AIA iShares S&P Asia 50 0.0%
Value ($000) $9 Shares 113 Est. Cost $51.28 Unrealized
FEZ SPDR Euro Stoxx 50 Fund 0.0%
Value ($000) $9 Shares 189 Est. Cost $36.29 Unrealized
PPL PPL Corp Com 0.0%
Value ($000) $9 Shares 300 Est. Cost $24.04 Unrealized +3.7%
LVS Las Vegas Sands Corp 0.0%
Value ($000) $9 Shares 230 Est. Cost $49.32 Unrealized -25.6%
OLN Olin Corp Common Par $1 0.0%
Value ($000) $9 Shares 151 Est. Cost $42.76 Unrealized +20.7%
VWOB Vanguard Emerging Markets Govt Bd Idx Markt Bnd Etf 0.0%
Value ($000) $9 Shares 111 Est. Cost $81.08 Unrealized
EMBJ Embraer SA 0.0%
Value ($000) $9 Shares 519 Est. Cost $10.12 Unrealized
GMAB Genmab A/s ADR 0.0%
Value ($000) $9 Shares 231 Est. Cost $43.29 Unrealized
SKYW Skywest Inc Com 0.0%
Value ($000) $9 Shares 240 Est. Cost $35.67 Unrealized +25.4%
TRIP Tripadvisor Inc 0.0%
Value ($000) $9 Shares 313 Est. Cost $43.41 Unrealized -29.4%
RHI Robert Half International INC CORP COMMON 0.0%
Value ($000) $9 Shares 77 Est. Cost $52.41 Unrealized +112.5%
GL Global Life Inc 0.0%
Value ($000) $9 Shares 98 Est. Cost $92.04 Unrealized -2.9%
FITB Fifth Third Bancorp Com 0.0%
Value ($000) $9 Shares 218 Est. Cost $32.28 Unrealized +15.0%
UCON First Trust TCW Unconstrained Plus Bond ETF 0.0%
Value ($000) $9 Shares 350 Est. Cost $25.71 Unrealized
FTGC First Tr Global Tactical Commodity Strategy FD 0.0%
Value ($000) $9 Shares 372 Est. Cost $20.13 Unrealized
RDVY First Trust Rising Dividend Achievers Etf Ft 0.0%
Value ($000) $9 Shares 175 Est. Cost $45.71 Unrealized
Total S A Sponsored ADR 0.0%
Value ($000) $9 Shares 187 Est. Cost $48.76 Unrealized
GPN Global Payments Inc 0.0%
Value ($000) $8 Shares 56 Est. Cost $132.51 Unrealized 0.0%
OC Owens-Corning Inc 0.0%
Value ($000) $8 Shares 84 Est. Cost $64.12 Unrealized +41.6%
BBY Best Buy Inc Com 0.0%
Value ($000) $8 Shares 76 Est. Cost $81.81 Unrealized +14.6%
BWX SPDR Lehman Intl Treasury Bd 0.0%
Value ($000) $8 Shares 300 Est. Cost $26.91 Unrealized
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
ORANY Orange SA 0.0%
Value ($000) $8 Shares 747 Est. Cost $11.91 Unrealized
PBR/A Petroleo Brasileiro ADR 0.0%
Value ($000) $8 Shares 800 Est. Cost $8.75 Unrealized
USFD US Foods Holding Corp 0.0%
Value ($000) $8 Shares 218 Est. Cost $34.30 Unrealized +1.5%
URBN Urban Outfitters Inc Com 0.0%
Value ($000) $8 Shares 266 Est. Cost $37.39 Unrealized -15.2%
VLO Valero Energy Corp New Com 0.0%
Value ($000) $8 Shares 101 Est. Cost $53.58 Unrealized +21.5%
PEG Public Svc Enterprise Group Com 0.0%
Value ($000) $8 Shares 121 Est. Cost $32.56 Unrealized +69.0%
CRH PLC 0.0%
Value ($000) $8 Shares 159 Est. Cost $46.44 Unrealized
CHTR Charter Communications Inc New Class A 0.0%
Value ($000) $8 Shares 13 Est. Cost $758.74 Unrealized -10.3%
SCZ iShares MSCI Eafe Small Cap 0.0%
Value ($000) $8 Shares 205 Est. Cost $39.02 Unrealized
FLEX Flextronics Intl LTD Ord 0.0%
Value ($000) $8 Shares 437 Est. Cost $10.04 Unrealized +34.8%
Spdr Gold Minishares Trust Etv 0.0%
Value ($000) $8 Shares 439 Est. Cost $15.95 Unrealized
EWJ Ishares Inc Msci Japan Etf New 0.0%
Value ($000) $8 Shares 125 Est. Cost $50.00 Unrealized
VIAV Viavi Solutions Inc 0.0%
Value ($000) $8 Shares 464 Est. Cost $15.85 Unrealized 0.0%
IVLU IShares Edge MSCI Intl Value Factor ETF 0.0%
Value ($000) $8 Shares 304 Est. Cost $26.32 Unrealized
WIT Wipro 0.0%
Value ($000) $7 Shares 694 Est. Cost $6.43 Unrealized
SLV I Shares Silver Trust 0.0%
Value ($000) $7 Shares 314 Est. Cost $22.61 Unrealized
QRVO Qorvo INC CORP COMMON 0.0%
Value ($000) $7 Shares 43 Est. Cost $124.00 Unrealized +28.2%
FTV Fortive Corp 0.0%
Value ($000) $7 Shares 97 Est. Cost $43.62 Unrealized +27.3%
SSNC Ss&c Technologies Holdings INC Ss And C CORP COMMON 0.0%
Value ($000) $7 Shares 88 Est. Cost $59.83 Unrealized +28.6%
Fleetcor Technologies Inc 0.0%
Value ($000) $7 Shares 31 Est. Cost $258.06 Unrealized
SU Suncor Energy Inc New Com 0.0%
Value ($000) $7 Shares 294 Est. Cost $24.13 Unrealized -14.4%
TXG 10X genomics Inc Cl A 0.0%
Value ($000) $7 Shares 44 Est. Cost $153.17 Unrealized 0.0%
PNW Pinnacle West Cap Corp Common 0.0%
Value ($000) $7 Shares 103 Est. Cost $62.43 Unrealized -10.5%
LBRDK Liberty Broadbank Corp Ser C 0.0%
Value ($000) $7 Shares 41 Est. Cost $141.71 Unrealized +8.7%
QQQJ Invesco Nasdaq Next Gen 100 Etf 0.0%
Value ($000) $7 Shares 200 Est. Cost $30.00 Unrealized
HOG Harley Davidson Inc Com 0.0%
Value ($000) $7 Shares 177 Est. Cost $40.32 Unrealized -7.4%
Discovery Communicatns New Com Ser A 0.0%
Value ($000) $7 Shares 286 Est. Cost $43.26 Unrealized
Credit Suisse Group Ag Grp ADR Reptg One CORP COMMON 0.0%
Value ($000) $7 Shares 770 Est. Cost $10.10 Unrealized
CX Cemex Sab De Cv ADR Rep 10 Par 0.0%
Value ($000) $6 Shares 884 Est. Cost $6.72 Unrealized
Hollyfrontier Corp 0.0%
Value ($000) $6 Shares 185 Est. Cost $32.43 Unrealized
Citrix Systems Inc 0.0%
Value ($000) $6 Shares 63 Est. Cost $117.98 Unrealized
CRNC Cerence INC CORP COMMON 0.0%
Value ($000) $6 Shares 74 Est. Cost $110.06 Unrealized -19.9%
HUBB Hubbell INC CORP COMMON 0.0%
Value ($000) $6 Shares 29 Est. Cost $159.48 Unrealized +17.4%
EG Everest Re Group Ltd CORP COMMON 0.0%
Value ($000) $6 Shares 23 Est. Cost $192.22 Unrealized +30.3%
LEA Lear Corp Com New 0.0%
Value ($000) $6 Shares 32 Est. Cost $146.96 Unrealized +7.6%
NTAP Netapp Inc Com 0.0%
Value ($000) $6 Shares 69 Est. Cost $75.95 Unrealized +7.3%
FTS Fortis INC CORP COMMON 0.0%
Value ($000) $6 Shares 131 Est. Cost $32.74 Unrealized +17.8%
NWL Newell Rubbermaid Inc Com 0.0%
Value ($000) $6 Shares 276 Est. Cost $32.19 Unrealized -41.9%
Libery Sirius Group 0.0%
Value ($000) $6 Shares 125 Est. Cost $48.00 Unrealized
VNQI Vanguard Global Ex-us Real Estate Index FUND Glbal Ex US Etf 0.0%
Value ($000) $6 Shares 115 Est. Cost $58.19 Unrealized
LYFT LYFT INC CLASS A 0.0%
Value ($000) $6 Shares 139 Est. Cost $55.64 Unrealized -15.9%
ENIC Enel Chile S.A. 0.0%
Value ($000) $5 Shares 2,692 Est. Cost $3.43 Unrealized
GT Goodyear Tire & Rubr Co Com 0.0%
Value ($000) $5 Shares 226 Est. Cost $33.96 Unrealized -38.9%
EMLC Vaneck Vectors ETF 0.0%
Value ($000) $5 Shares 175 Est. Cost $34.29 Unrealized
NEM Newmont Mining Corp Com 0.0%
Value ($000) $5 Shares 78 Est. Cost $55.14 Unrealized -9.6%
ETSY Etsy Inc 0.0%
Value ($000) $5 Shares 25 Est. Cost $240.89 Unrealized 0.0%
SHAK Shake Shack Inc Cl A 0.0%
Value ($000) $5 Shares 70 Est. Cost $34.56 Unrealized +120.0%
VRT Vertiv Holdings Class A 0.0%
Value ($000) $5 Shares 184 Est. Cost $26.46 Unrealized -5.8%
Invesco Quality Municipal 0.0%
Value ($000) $5 Shares 339 Est. Cost $11.80 Unrealized
HMC Honda Motor Company LTD ADR 0.0%
Value ($000) $5 Shares 176 Est. Cost $30.79 Unrealized
IONS Ionis Pharmaceuticals Inc 0.0%
Value ($000) $5 Shares 179 Est. Cost $55.77 Unrealized -43.6%
HRL Hormel Foods Corp Common 0.0%
Value ($000) $5 Shares 100 Est. Cost $35.69 Unrealized +8.2%
DOC Healthpeak Properties 0.0%
Value ($000) $5 Shares 125 Est. Cost $27.38 Unrealized 0.0%
CCL Carnival Corp Paired CTF 0.0%
Value ($000) $5 Shares 250 Est. Cost $50.33 Unrealized -57.5%
CPB Campbell Soup Co Com 0.0%
Value ($000) $4 Shares 100 Est. Cost $29.85 Unrealized +21.2%
FANG Diamondback Energy Inc 0.0%
Value ($000) $4 Shares 38 Est. Cost $79.82 Unrealized +12.0%
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
LUV Southwest Airls Co Com 0.0%
Value ($000) $4 Shares 96 Est. Cost $48.32 Unrealized -9.6%
Aegon N V NY Registry Sh 0.0%
Value ($000) $4 Shares 728 Est. Cost $4.12 Unrealized
KBA Kraneshares Bosera Msci China A 50 Connect Idx Etf Kraneshars Br Ms CH Cn In 0.0%
Value ($000) $4 Shares 100 Est. Cost $27.50 Unrealized
BCS Barclays Plc ADR Rep 4 CORP COMMON 0.0%
Value ($000) $4 Shares 415 Est. Cost $10.87 Unrealized
OGN Organon & Co 0.0%
Value ($000) $3 Shares 99 Est. Cost $26.28 Unrealized +2.6%
IVOO Vanguard S&P Mid Cap 0.0%
Value ($000) $3 Shares 14 Est. Cost $142.86 Unrealized
XLRE Select Sector Spdr Tr Real Estate Select Sectorspdr Fund 0.0%
Value ($000) $3 Shares 67 Est. Cost $29.85 Unrealized
STOT SPDR DoubleLine Short Duration Totl Return 0.0%
Value ($000) $3 Shares 64 Est. Cost $50.78 Unrealized
RWT Redwood Trust INC Reit CORP COMMON 0.0%
Value ($000) $3 Shares 250 Est. Cost $4.00 Unrealized
SGOL Aberdeen Standard Physical Swiss Gold Shares Etf 0.0%
Value ($000) $3 Shares 160 Est. Cost $15.91 Unrealized
XP XP Inc 0.0%
Value ($000) $3 Shares 101 Est. Cost $32.57 Unrealized 0.0%
PODD Insulet Corp 0.0%
Value ($000) $3 Shares 10 Est. Cost $290.11 Unrealized 0.0%
XRAY Dentsply Sirona Inc 0.0%
Value ($000) $3 Shares 50 Est. Cost $60.19 Unrealized -8.6%
NEAR Ishares Short Maturity Bond Etf 0.0%
Value ($000) $3 Shares 69 Est. Cost $49.06 Unrealized
DXJ Wisdometree Trust Japan Hedged Equity FD 0.0%
Value ($000) $3 Shares 48 Est. Cost $62.50 Unrealized
MCHI iShares MSCI China Index 0.0%
Value ($000) $2 Shares 34 Est. Cost $46.37 Unrealized
KN Knowles Corporation 0.0%
Value ($000) $2 Shares 100 Est. Cost $18.28 Unrealized +15.5%
PCG PG&E Corp Com 0.0%
Value ($000) $2 Shares 168 Est. Cost $35.37 Unrealized -67.3%
AMCX AMC Networkks Inc Cl A 0.0%
Value ($000) $2 Shares 54 Est. Cost $54.67 Unrealized -23.9%
FLS Flowserve Corp Com 0.0%
Value ($000) $2 Shares 51 Est. Cost $40.40 Unrealized -25.0%
Liberty Media Corp SiriusXM 0.0%
Value ($000) $2 Shares 37 Est. Cost $54.05 Unrealized
Immunogen Inc 0.0%
Value ($000) $2 Shares 229 Est. Cost $8.73 Unrealized
Taro Pharmaceutical Industries Ltd CORP COMMON 0.0%
Value ($000) $2 Shares 43 Est. Cost $69.77 Unrealized
BKLN Invesco Senior Loan Etf Invsc 0.0%
Value ($000) $2 Shares 89 Est. Cost $21.71 Unrealized
DTM DT Midstream Inc 0.0%
Value ($000) $2 Shares 50 Est. Cost $35.96 Unrealized +10.8%
BHF Brighthouse Finl Inc Common 0.0%
Value ($000) $1 Shares 17 Est. Cost $39.02 Unrealized +31.1%
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 -1.2%
LEN/B Lennar Corp Class B 0.0%
Value ($000) $1 Shares 2 Est. Cost $29.64 Unrealized +157.7%
ASIX Advansix INC CORP COMMON 0.0%
Value ($000) $1 Shares 20 Est. Cost $25.37 Unrealized +66.2%
Midwest Holdings INC Hldg CORP COMMON 0.0%
Value ($000) $1 Shares 6 Est. Cost $166.67 Unrealized
LBRDA Liberty Broadbannd Com Ser A 0.0%
Value ($000) $1 Shares 4 Est. Cost $139.04 Unrealized +9.3%
Liberty Media Corp Series C 0.0%
Value ($000) $1 Shares 13 Est. Cost $76.92 Unrealized
Liberty Media Corp common 0.0%
Value ($000) $1 Shares 9 Est. Cost $111.11 Unrealized
VNT Vontier Corp COMMON 0.0%
Value ($000) $1 Shares 38 Est. Cost $31.19 Unrealized +4.4%