Pinnacle Bancorp, Inc. Diversified Active

CIK: 0001703383 · Show all filings

Period: Q3 2023 (← Previous) (Next →)

Filing Date: Oct 18, 2023

Total Value ($000): $281,355 (100.0% shares, 0.0% debt)

Holdings (777)

BRK/A Berkshire Hathaway Inc Del Cl A 26.3%
Value ($000) $73,875 Shares 139 Est. Cost $335558.12 Unrealized +60.6%
VOO Vanguard 500 Index Fund ETF 2.7%
Value ($000) $7,615 Shares 19,392 Est. Cost $378.16 Unrealized
MSFT Microsoft Corp Com 2.5%
Value ($000) $7,113 Shares 22,526 Est. Cost $123.07 Unrealized +163.7%
RSP Invesco S&p 500 Eql Wght Etf Invsc S P Equal Weight 2.2%
Value ($000) $6,063 Shares 42,792 Est. Cost $112.95 Unrealized
AAPL Apple Computer Inc Com 2.1%
Value ($000) $5,811 Shares 33,939 Est. Cost $87.57 Unrealized +107.0%
IJH iShares Tr Midcap Index FD 2.0%
Value ($000) $5,672 Shares 22,746 Est. Cost $177.06 Unrealized
BRK/B Berkshire Hathaway Inc Del Cl B New 1.8%
Value ($000) $5,097 Shares 14,549 Est. Cost $192.00 Unrealized +84.8%
V VISA Inc Class A Shares 1.8%
Value ($000) $5,053 Shares 21,969 Est. Cost $181.07 Unrealized +30.4%
SPY SPDR Tr Unit Ser 1 1.6%
Value ($000) $4,470 Shares 10,457 Est. Cost $270.78 Unrealized
EFA iShares Tr MSCI Eafe Idx 1.4%
Value ($000) $3,885 Shares 56,364 Est. Cost $65.70 Unrealized
JPM JP Morgan Chase & Co Com 1.3%
Value ($000) $3,701 Shares 25,520 Est. Cost $119.25 Unrealized +19.3%
IVE iShares S&P 500 Barra Value 1.3%
Value ($000) $3,623 Shares 23,553 Est. Cost $106.08 Unrealized
IVV iShares Tr S&P 500 Index 1.2%
Value ($000) $3,334 Shares 7,763 Est. Cost $369.63 Unrealized
AMZN Amazon Com Inc 1.1%
Value ($000) $3,168 Shares 24,918 Est. Cost $122.72 Unrealized +9.2%
COST Costco Whsl Corp New Com 1.0%
Value ($000) $2,873 Shares 5,085 Est. Cost $341.95 Unrealized +55.6%
LLY Eli Lilly & Co Com 1.0%
Value ($000) $2,835 Shares 5,278 Est. Cost $127.62 Unrealized +297.1%
GOOGL Alphabet Inc Class A 1.0%
Value ($000) $2,803 Shares 21,420 Est. Cost $105.97 Unrealized +21.2%
MUB iShares S&P Nat Muni Bond Fund 0.9%
Value ($000) $2,606 Shares 25,415 Est. Cost $13.63 Unrealized
BND Vanguard Total Bond Mkt 0.9%
Value ($000) $2,587 Shares 37,069 Est. Cost $74.40 Unrealized
PG Procter & Gamble Co 0.9%
Value ($000) $2,512 Shares 17,224 Est. Cost $80.63 Unrealized +78.7%
WFC Wells Fargo & Co New Com 0.9%
Value ($000) $2,463 Shares 60,269 Est. Cost $42.98 Unrealized -5.3%
VIG Vanguard Div Appreciation 0.9%
Value ($000) $2,460 Shares 15,831 Est. Cost $100.29 Unrealized
VWO Vanguard Emerging Mkts ETF 0.9%
Value ($000) $2,450 Shares 62,490 Est. Cost $37.21 Unrealized
JNJ Johnson & Johnson Com 0.9%
Value ($000) $2,446 Shares 15,706 Est. Cost $97.68 Unrealized +56.9%
ABBV Abbvie Inc Com 0.8%
Value ($000) $2,139 Shares 14,352 Est. Cost $55.43 Unrealized +144.1%
GOOG Alphabet Inc Class C 0.7%
Value ($000) $1,978 Shares 15,002 Est. Cost $110.89 Unrealized +16.4%
CVX Chevrontexaco Corp Com 0.7%
Value ($000) $1,892 Shares 11,222 Est. Cost $80.71 Unrealized +80.6%
VTI Vanguard Ttl Stk Mkt ETF 0.7%
Value ($000) $1,890 Shares 8,896 Est. Cost $134.43 Unrealized
BAC Bank of America Corporation Com 0.7%
Value ($000) $1,868 Shares 68,218 Est. Cost $35.81 Unrealized -22.3%
IJJ iShares 400/Barra Value 0.6%
Value ($000) $1,816 Shares 17,991 Est. Cost $119.25 Unrealized
IJR iShares Tr S&P Smallcap 600 Index Fund 0.6%
Value ($000) $1,756 Shares 18,612 Est. Cost $68.22 Unrealized
MGV Vanguard Mega Cap 300 Value 0.6%
Value ($000) $1,613 Shares 15,906 Est. Cost $76.71 Unrealized
META Facebook Inc Cl-A 0.6%
Value ($000) $1,604 Shares 5,344 Est. Cost $311.34 Unrealized -3.9%
VUG Vanguard Index Fds Growth ETF 0.6%
Value ($000) $1,553 Shares 5,703 Est. Cost $171.76 Unrealized
MGK Vanguard Mega Cap 300 Grwth 0.5%
Value ($000) $1,488 Shares 6,556 Est. Cost $105.88 Unrealized
NOBL Proshares S&p 500 Dividend Aristocrats Etf Div Aristocrat 0.5%
Value ($000) $1,414 Shares 15,971 Est. Cost $61.15 Unrealized
MCD McDonalds Corp Com 0.5%
Value ($000) $1,376 Shares 5,222 Est. Cost $110.34 Unrealized +144.2%
QQQ Invesco Qqq Trust Series 1 Invsc Srs Etf 0.5%
Value ($000) $1,368 Shares 3,819 Est. Cost $284.43 Unrealized
DVY iShares Dow Jones Sel Index 0.5%
Value ($000) $1,323 Shares 12,288 Est. Cost $86.49 Unrealized
PEP Pepsico Inc Com 0.4%
Value ($000) $1,221 Shares 7,205 Est. Cost $96.34 Unrealized +73.5%
VGSH Vanguard Short Term Treasury Etf 0.4%
Value ($000) $1,159 Shares 20,121 Est. Cost $40.78 Unrealized
VTEB Vanguard Tax-exempt Bond Index Fund Muni Bnd Tax Exempt Etf 0.4%
Value ($000) $1,139 Shares 23,677 Est. Cost $40.41 Unrealized
VNQ Vanguard Sector Index Fds 0.4%
Value ($000) $1,138 Shares 15,046 Est. Cost $69.29 Unrealized
UNH Unitedhealth Group Inc Com 0.4%
Value ($000) $1,050 Shares 2,083 Est. Cost $244.09 Unrealized +92.5%
IWM iShares Tr Russell 2000 X FD 0.4%
Value ($000) $1,049 Shares 5,935 Est. Cost $149.27 Unrealized
AGG iShares US Aggregate Bd Fund ETF 0.4%
Value ($000) $997 Shares 10,601 Est. Cost $95.75 Unrealized
CSCO Cisco Sys Inc Com 0.4%
Value ($000) $988 Shares 18,382 Est. Cost $25.59 Unrealized +96.6%
IEFA iShares Core MSCI Eafe ETF 0.3%
Value ($000) $978 Shares 15,205 Est. Cost $57.33 Unrealized
DFAS DFA Tax-Mng US Sml Cap ETF 0.3%
Value ($000) $940 Shares 17,907 Est. Cost $45.04 Unrealized
ACN Accenture PLC Ireland Shs Class A 0.3%
Value ($000) $932 Shares 3,036 Est. Cost $152.45 Unrealized +99.6%
PFE Pfizer Inc Com 0.3%
Value ($000) $913 Shares 27,511 Est. Cost $25.48 Unrealized +20.0%
DBEF Deutsche X-Trackers MSCI Eafe Hedged Equity ETF 0.3%
Value ($000) $905 Shares 25,922 Est. Cost $28.80 Unrealized
SCHP Schwab US Tips Etf 0.3%
Value ($000) $876 Shares 17,352 Est. Cost $42.18 Unrealized
HYS Pimco Trust 0-5 Yr Exchange 0.3%
Value ($000) $871 Shares 9,642 Est. Cost $96.28 Unrealized
KO Coca Cola Co Com 0.3%
Value ($000) $852 Shares 15,228 Est. Cost $40.16 Unrealized +38.8%
DFAT DFA Tax Managed US Targeted Value Fund ETF 0.3%
Value ($000) $829 Shares 18,137 Est. Cost $33.54 Unrealized
UNP Union Pac Corp Com 0.3%
Value ($000) $815 Shares 4,004 Est. Cost $182.21 Unrealized +13.1%
VCSH Vanguard Scottsdale Funds Short-Term Corp Bd 0.3%
Value ($000) $780 Shares 10,379 Est. Cost $59.48 Unrealized
XOM Exxon Mobil Corp Com 0.3%
Value ($000) $752 Shares 6,398 Est. Cost $63.35 Unrealized +59.4%
ADBE Adobe Systems Inc 0.3%
Value ($000) $745 Shares 1,462 Est. Cost $329.04 Unrealized +59.4%
LOW Lowes Cos Inc Com 0.3%
Value ($000) $735 Shares 3,538 Est. Cost $72.95 Unrealized +194.6%
ADP Automatic Data Processing Incom 0.3%
Value ($000) $730 Shares 3,035 Est. Cost $84.40 Unrealized +173.9%
SCHD Schwab Strategic Tr US Dividend Eq 0.3%
Value ($000) $723 Shares 10,215 Est. Cost $56.08 Unrealized
DGRO Ishares Core Dividend Growth Etf 0.2%
Value ($000) $691 Shares 13,943 Est. Cost $51.53 Unrealized
HON Honeywell Intl Inc Com 0.2%
Value ($000) $686 Shares 3,714 Est. Cost $130.63 Unrealized +33.1%
VO Vanguard Index Fds Mid Cap ETF 0.2%
Value ($000) $685 Shares 3,291 Est. Cost $190.33 Unrealized
SCHH Schwab U.S. REIT ETF 0.2%
Value ($000) $669 Shares 37,712 Est. Cost $10.73 Unrealized
EMR Emerson Elec Co Com 0.2%
Value ($000) $660 Shares 6,839 Est. Cost $51.15 Unrealized +78.2%
IVW iShares S&P 500/Barra Grwth 0.2%
Value ($000) $650 Shares 9,506 Est. Cost $84.79 Unrealized
MRK Merck & Co Inc New Com 0.2%
Value ($000) $625 Shares 6,069 Est. Cost $65.03 Unrealized +53.5%
INTC Intel Corp Com 0.2%
Value ($000) $620 Shares 17,434 Est. Cost $32.34 Unrealized +5.8%
Blackrock Inc Cl A 0.2%
Value ($000) $614 Shares 949 Est. Cost $500.03 Unrealized
TXN Texas Instruments Inc 0.2%
Value ($000) $584 Shares 3,670 Est. Cost $119.41 Unrealized +33.1%
VZ Verizon Communications Com 0.2%
Value ($000) $581 Shares 17,915 Est. Cost $34.25 Unrealized -15.4%
TRV Travelers Cos (St Paul Cos) 0.2%
Value ($000) $575 Shares 3,520 Est. Cost $99.32 Unrealized +60.9%
JPST JPMORGAN Ultra-short Income Etf Ultra Short 0.2%
Value ($000) $574 Shares 11,440 Est. Cost $47.87 Unrealized
ABT Abbott Labs Com 0.2%
Value ($000) $570 Shares 5,882 Est. Cost $38.17 Unrealized +163.1%
VTV Vanguard Value ETF 0.2%
Value ($000) $569 Shares 4,127 Est. Cost $106.79 Unrealized
IWR iShares Trust Russell Midcap 0.2%
Value ($000) $554 Shares 7,995 Est. Cost $63.77 Unrealized
VTC Vanguard Total Corporate Bond Etf 0.2%
Value ($000) $550 Shares 7,585 Est. Cost $82.60 Unrealized
ZTS Zoetis Inc Cl A 0.2%
Value ($000) $546 Shares 3,140 Est. Cost $110.16 Unrealized +60.6%
HD Home Depot Inc Com 0.2%
Value ($000) $542 Shares 1,793 Est. Cost $146.75 Unrealized +106.4%
FYT First Trust Small Cap Value Alphadex Fund Tr Valu Etf 0.2%
Value ($000) $536 Shares 11,413 Est. Cost $41.40 Unrealized
SPSB SPDR Barclarys Short-Term Corporate Bond FD 0.2%
Value ($000) $531 Shares 18,114 Est. Cost $28.82 Unrealized
PAYX Paychex Inc Com 0.2%
Value ($000) $514 Shares 4,458 Est. Cost $49.66 Unrealized +125.9%
EEM iShares-Trks MSCI Mkt X 0.2%
Value ($000) $512 Shares 13,503 Est. Cost $38.67 Unrealized
CDNS Cadence Design System Inc 0.2%
Value ($000) $502 Shares 2,144 Est. Cost $157.29 Unrealized +48.8%
STIP IShares TR 0-5 YR Tips ETF 0.2%
Value ($000) $491 Shares 5,062 Est. Cost $99.45 Unrealized
SBUX Starbucks Corp Com 0.2%
Value ($000) $488 Shares 5,343 Est. Cost $66.85 Unrealized +38.3%
LIN Linde Plc CORP COMMON 0.2%
Value ($000) $486 Shares 1,306 Est. Cost $369.03 Unrealized 0.0%
USB US Bancorp Inc 0.2%
Value ($000) $474 Shares 14,351 Est. Cost $44.77 Unrealized -27.4%
AFL AFLAC Inc Com 0.2%
Value ($000) $465 Shares 6,062 Est. Cost $36.83 Unrealized +91.5%
IWS iShares Tr Russell McP Vl 0.2%
Value ($000) $460 Shares 4,411 Est. Cost $91.89 Unrealized
VOT Vanguard Mid-Cap Growth ETF 0.2%
Value ($000) $460 Shares 2,361 Est. Cost $175.03 Unrealized
VEA Vanguard FTSE Delevolped Markets 0.2%
Value ($000) $458 Shares 10,465 Est. Cost $35.21 Unrealized
GD General Dynamics Corp Com 0.2%
Value ($000) $455 Shares 2,059 Est. Cost $165.45 Unrealized +27.6%
TMO Thermo Electron Corp Com 0.2%
Value ($000) $452 Shares 892 Est. Cost $323.62 Unrealized +63.4%
MPC Marathon Pete Corp Com 0.2%
Value ($000) $448 Shares 2,959 Est. Cost $39.19 Unrealized +238.5%
Ishares Ibonds Dec 2025 Term Corporate Etf Ishr Ibnd Trm 0.2%
Value ($000) $446 Shares 18,319 Est. Cost $24.52 Unrealized
SLYV SPDR DJ Wilshire Sm Cap 0.2%
Value ($000) $439 Shares 6,068 Est. Cost $51.63 Unrealized
VB Vanguard Small Cap 0.2%
Value ($000) $435 Shares 2,301 Est. Cost $170.59 Unrealized
XLE Ishare Sector SPDR Energy 0.2%
Value ($000) $427 Shares 4,721 Est. Cost $36.58 Unrealized
MS Morgan Stanley 0.1%
Value ($000) $419 Shares 5,136 Est. Cost $77.07 Unrealized +4.2%
DIS Disney Walt Co Com Disney 0.1%
Value ($000) $419 Shares 5,170 Est. Cost $115.35 Unrealized -27.7%
WMT Wal Mart Stores Inc Com 0.1%
Value ($000) $416 Shares 2,604 Est. Cost $23.68 Unrealized +118.8%
Ishares Ibonds Dec 2024 Term Corporate Etf Trm 0.1%
Value ($000) $410 Shares 16,593 Est. Cost $24.79 Unrealized
GNMA iShares Barclays Gnma Bond 0.1%
Value ($000) $407 Shares 9,739 Est. Cost $49.47 Unrealized
ED Consolidated Edison Inc Com 0.1%
Value ($000) $403 Shares 4,717 Est. Cost $57.14 Unrealized +46.8%
RPV Invesco S&p 500 Pure Value Etf Invsc S P 0.1%
Value ($000) $400 Shares 5,433 Est. Cost $6.27 Unrealized
VOE Vanguard Mid-cap Value Index Fund Mid Cap Etf 0.1%
Value ($000) $397 Shares 3,033 Est. Cost $129.75 Unrealized
VGIT Vanguard Intermediate Term Treas Index 0.1%
Value ($000) $389 Shares 6,813 Est. Cost $58.08 Unrealized
EFAV Ishares Tr Msci Eafe Minimum Volatilityetf 0.1%
Value ($000) $369 Shares 5,665 Est. Cost $70.89 Unrealized
CRM Salesforce Com Inc 0.1%
Value ($000) $369 Shares 1,821 Est. Cost $95.75 Unrealized +122.9%
EFV iShares Tr MSCI Eafe Value Index FD 0.1%
Value ($000) $365 Shares 7,453 Est. Cost $47.70 Unrealized
NVS Novartis A G Sponsored ADR 0.1%
Value ($000) $361 Shares 3,543 Est. Cost $72.89 Unrealized
IUSB Ishares Core Total Usd Bond Market Etf 0.1%
Value ($000) $356 Shares 8,139 Est. Cost $50.72 Unrealized
QCOM Qualcomm Inc Com 0.1%
Value ($000) $353 Shares 3,180 Est. Cost $58.78 Unrealized +87.2%
PM Philip Morris Intl Inc Com 0.1%
Value ($000) $350 Shares 3,777 Est. Cost $65.00 Unrealized +32.6%
BSV Vanguard Short Term Bond 0.1%
Value ($000) $348 Shares 4,624 Est. Cost $62.55 Unrealized
GLD SPDR Gold Trust Gold Shs 0.1%
Value ($000) $341 Shares 1,988 Est. Cost $149.73 Unrealized
XLK Select Sector SPDR Tr Sbi Int-Tech 0.1%
Value ($000) $340 Shares 2,076 Est. Cost $68.43 Unrealized
CMI Cummins Inc Com 0.1%
Value ($000) $338 Shares 1,479 Est. Cost $166.90 Unrealized +37.0%
MMM 3M Co 0.1%
Value ($000) $338 Shares 3,609 Est. Cost $117.93 Unrealized -32.5%
IBDR iShares iBonds Dec 2026 Term Corporate 0.1%
Value ($000) $332 Shares 14,220 Est. Cost $23.58 Unrealized
EOG EOG RES Inc Com 0.1%
Value ($000) $331 Shares 2,615 Est. Cost $76.91 Unrealized +52.3%
VBR Vanguard Sm Cap 0.1%
Value ($000) $325 Shares 2,035 Est. Cost $136.12 Unrealized
J Jacobs Solutions INC CORP COMMON 0.1%
Value ($000) $318 Shares 2,333 Est. Cost $97.00 Unrealized +8.9%
TIP iShares Tr US Treas Inflatio 0.1%
Value ($000) $316 Shares 3,042 Est. Cost $105.48 Unrealized
SDOG Alps Sector Div. Dogs 0.1%
Value ($000) $315 Shares 6,700 Est. Cost $42.28 Unrealized
AMAT Applied Matls Inc Com 0.1%
Value ($000) $315 Shares 2,275 Est. Cost $72.88 Unrealized +92.6%
IWF iShares Tr Russell1000grw 0.1%
Value ($000) $314 Shares 1,181 Est. Cost $152.82 Unrealized
NKE Nike Inc Cl B 0.1%
Value ($000) $314 Shares 3,280 Est. Cost $49.27 Unrealized +99.4%
SCHB Schwab US Broad Market Etf 0.1%
Value ($000) $312 Shares 6,260 Est. Cost $63.42 Unrealized
XMLV Invesco S&p Midcap Low Volatility Etf Invsc S P 0.1%
Value ($000) $311 Shares 6,330 Est. Cost $46.24 Unrealized
EEMV Ishares Msci Emerging Markets Min Vol Factor Etf Ishs Emerg Mrkt Fct 0.1%
Value ($000) $309 Shares 5,800 Est. Cost $57.29 Unrealized
VTIP Vanguard Sh-Term Inf 0.1%
Value ($000) $307 Shares 6,486 Est. Cost $50.80 Unrealized
MA Mastercard Inc Cl A 0.1%
Value ($000) $305 Shares 771 Est. Cost $137.13 Unrealized +188.9%
IWD iShares Tr Russell1000val 0.1%
Value ($000) $305 Shares 2,007 Est. Cost $132.51 Unrealized
VT Vanguard Total World Stk 0.1%
Value ($000) $303 Shares 3,254 Est. Cost $68.36 Unrealized
VMI Valmont Inds Inc Com 0.1%
Value ($000) $298 Shares 1,242 Est. Cost $285.91 Unrealized -10.1%
IBM International Business MacHscom 0.1%
Value ($000) $297 Shares 2,119 Est. Cost $113.70 Unrealized +15.9%
CCEP Coca-Cola European Partners PLC, London Shs 0.1%
Value ($000) $294 Shares 4,707 Est. Cost $29.82 Unrealized +98.0%
CMCSA Comcast 0.1%
Value ($000) $294 Shares 6,620 Est. Cost $33.74 Unrealized +23.0%
ICE Intercontinental Exchange Incom 0.1%
Value ($000) $293 Shares 2,664 Est. Cost $110.25 Unrealized +0.8%
VBK Vanguard Sm Cap Grwth ETF 0.1%
Value ($000) $288 Shares 1,344 Est. Cost $180.49 Unrealized
SO Southern Co Com 0.1%
Value ($000) $284 Shares 4,381 Est. Cost $39.25 Unrealized +62.5%
MO Altria Group Inc Com 0.1%
Value ($000) $280 Shares 6,659 Est. Cost $34.81 Unrealized +4.6%
RTX Raytheon Technologies Corp COMMON 0.1%
Value ($000) $280 Shares 3,889 Est. Cost $75.77 Unrealized +7.2%
NOW Servicenow Inc Common 0.1%
Value ($000) $276 Shares 494 Est. Cost $66.03 Unrealized +72.8%
ITW Illinois Tool Wks Inc Com 0.1%
Value ($000) $276 Shares 1,197 Est. Cost $105.01 Unrealized +119.1%
PSX Phillips 66 Com 0.1%
Value ($000) $276 Shares 2,294 Est. Cost $61.51 Unrealized +68.0%
WM Waste Mgmt Inc Del Com 0.1%
Value ($000) $264 Shares 1,732 Est. Cost $70.07 Unrealized +122.7%
MDT Medtronic, Inc. 0.1%
Value ($000) $260 Shares 3,319 Est. Cost $75.57 Unrealized +3.0%
BDX Becton Dickinson & Co Com 0.1%
Value ($000) $260 Shares 1,004 Est. Cost $208.17 Unrealized +24.1%
Ishares Ibonds Dec 2023 Term Corporate Etf 0.1%
Value ($000) $254 Shares 10,000 Est. Cost $25.15 Unrealized
VXUS Vanguard Total International Stock Index Fund Stk Etf 0.1%
Value ($000) $251 Shares 4,685 Est. Cost $36.50 Unrealized
SLV I Shares Silver Trust 0.1%
Value ($000) $248 Shares 12,200 Est. Cost $17.59 Unrealized
C Citigroup Inc Com New 0.1%
Value ($000) $247 Shares 6,003 Est. Cost $48.27 Unrealized -16.2%
FYC First Trust Small Cap Growth Alphadex 0.1%
Value ($000) $246 Shares 4,439 Est. Cost $55.37 Unrealized
DE Deere & Co Com 0.1%
Value ($000) $243 Shares 644 Est. Cost $327.19 Unrealized +21.6%
IEMG iShares Core MSCI Emerging Markets ETF 0.1%
Value ($000) $242 Shares 5,077 Est. Cost $48.95 Unrealized
CVS CVS Corp Com 0.1%
Value ($000) $241 Shares 3,455 Est. Cost $67.56 Unrealized -4.4%
MDY Std&Poor Midcap 0.1%
Value ($000) $237 Shares 520 Est. Cost $317.86 Unrealized
T AT&T Inc Com 0.1%
Value ($000) $233 Shares 15,497 Est. Cost $16.23 Unrealized -20.2%
ENB Enbridge Inc Com 0.1%
Value ($000) $228 Shares 6,872 Est. Cost $23.07 Unrealized +31.7%
IGSB iShares Barclays 1-3 Yr Cr 0.1%
Value ($000) $227 Shares 4,562 Est. Cost $53.24 Unrealized
ESGV Vanguard Esg US Stock Etf 0.1%
Value ($000) $227 Shares 3,535 Est. Cost $64.23 Unrealized
VEU Vanguard International Equity Ftse 0.1%
Value ($000) $220 Shares 4,234 Est. Cost $49.45 Unrealized
IBDS iShares iBonds Dec 2027 Term Corporate 0.1%
Value ($000) $219 Shares 9,470 Est. Cost $23.56 Unrealized
XLB Materials Sel Sect SPDR 0.1%
Value ($000) $218 Shares 2,781 Est. Cost $60.49 Unrealized
CAT Caterpillar Inc Del Com 0.1%
Value ($000) $218 Shares 797 Est. Cost $135.14 Unrealized +93.5%
EPD Enterprise Prods Partners L Com 0.1%
Value ($000) $217 Shares 7,940 Est. Cost $24.76 Unrealized
NEE Nextera Energy Inc (FPL) 0.1%
Value ($000) $216 Shares 3,769 Est. Cost $64.63 Unrealized -0.3%
Laboratory Corp of Amer Hldg 0.1%
Value ($000) $215 Shares 1,070 Est. Cost $145.06 Unrealized
VMBS Vanguard Mtg-Backed 0.1%
Value ($000) $207 Shares 4,729 Est. Cost $45.39 Unrealized
O Realty Income Corp 0.1%
Value ($000) $206 Shares 4,119 Est. Cost $52.36 Unrealized -4.2%
SPYV Spdr Portfolio S&p 500 Value Etf 0.1%
Value ($000) $204 Shares 4,945 Est. Cost $39.72 Unrealized
UPS United Parcel Service Inc 0.1%
Value ($000) $203 Shares 1,300 Est. Cost $85.90 Unrealized +76.5%
DFIV DFA Tax Managed International Value ETF 0.1%
Value ($000) $203 Shares 6,211 Est. Cost $13.94 Unrealized
FISV Fiserv INC CORP COMMON 0.1%
Value ($000) $199 Shares 1,759 Est. Cost $100.63 Unrealized +22.4%
ORCL Oracle Corp Com 0.1%
Value ($000) $198 Shares 1,868 Est. Cost $41.81 Unrealized +169.7%
GM General Mtrs Co Com 0.1%
Value ($000) $194 Shares 5,897 Est. Cost $38.52 Unrealized -10.1%
INTU Intuit Com 0.1%
Value ($000) $189 Shares 369 Est. Cost $233.61 Unrealized +113.5%
FEMS First Trust Emerging Markets Small Cap Aphadex ETF 0.1%
Value ($000) $188 Shares 4,880 Est. Cost $40.57 Unrealized
DUK Duke Energy Corp New Com New 0.1%
Value ($000) $187 Shares 2,123 Est. Cost $67.07 Unrealized +24.6%
COP Conocophillips Com 0.1%
Value ($000) $185 Shares 1,544 Est. Cost $39.48 Unrealized +173.3%
TGT Target Corp 0.1%
Value ($000) $178 Shares 1,610 Est. Cost $112.63 Unrealized +3.3%
ISRG Intuitive Surgical Inc 0.1%
Value ($000) $177 Shares 606 Est. Cost $252.69 Unrealized +23.6%
NVDA Nvidia Corp 0.1%
Value ($000) $177 Shares 407 Est. Cost $19.09 Unrealized +134.5%
PYPL Paypal Hldgs Inc 0.1%
Value ($000) $175 Shares 2,996 Est. Cost $113.58 Unrealized -42.8%
SPGI S&p Global INC CORP COMMON 0.1%
Value ($000) $174 Shares 477 Est. Cost $334.48 Unrealized +15.4%
TD Toronto Dominion Bank 0.1%
Value ($000) $174 Shares 2,890 Est. Cost $53.29 Unrealized +17.0%
OKE Oneok Inc New Com 0.1%
Value ($000) $172 Shares 2,718 Est. Cost $49.26 Unrealized +17.7%
BALL Ball Corp Com 0.1%
Value ($000) $169 Shares 3,400 Est. Cost $43.86 Unrealized +20.3%
SYY Sysco Corp Com 0.1%
Value ($000) $169 Shares 2,560 Est. Cost $42.05 Unrealized +59.4%
VCIT Vanguard Intrmdiate-Term Bd 0.1%
Value ($000) $169 Shares 2,221 Est. Cost $83.00 Unrealized
APH Amphenol Corp New Cl A 0.1%
Value ($000) $168 Shares 2,000 Est. Cost $21.96 Unrealized +91.9%
ECL Ecolab Inc 0.1%
Value ($000) $167 Shares 985 Est. Cost $129.14 Unrealized +37.3%
VOOV Vanguard S & P 500 Value 0.1%
Value ($000) $165 Shares 1,113 Est. Cost $108.93 Unrealized
FVD First Tr Value Line Divid 0.1%
Value ($000) $164 Shares 4,374 Est. Cost $32.57 Unrealized
BXSL Blackstone Secd Lending F 0.1%
Value ($000) $162 Shares 5,930 Est. Cost $16.69 Unrealized +27.9%
MAS Masco Corp Common 0.1%
Value ($000) $161 Shares 3,019 Est. Cost $48.05 Unrealized +15.1%
AEP American Elec Pwr Inc Com 0.1%
Value ($000) $160 Shares 2,121 Est. Cost $60.90 Unrealized +22.1%
GIS General Mls Inc Com 0.1%
Value ($000) $160 Shares 2,493 Est. Cost $43.21 Unrealized +49.4%
VYM Vanguard High Div Yield 0.1%
Value ($000) $159 Shares 1,538 Est. Cost $85.75 Unrealized
SCHW Schwab Charles Corp New Com 0.1%
Value ($000) $158 Shares 2,882 Est. Cost $40.66 Unrealized +43.8%
GWW Grainger W W Inc Com 0.1%
Value ($000) $153 Shares 221 Est. Cost $255.65 Unrealized +177.1%
BIV Vanguard Intermediate 0.1%
Value ($000) $149 Shares 2,066 Est. Cost $57.74 Unrealized
Nuveen Mun Value FD Inc Com 0.1%
Value ($000) $149 Shares 18,000 Est. Cost $8.94 Unrealized
ALB Albemarle Corp 0.1%
Value ($000) $148 Shares 873 Est. Cost $104.73 Unrealized +82.6%
BAX Baxter Intl Inc Com 0.1%
Value ($000) $147 Shares 3,897 Est. Cost $43.54 Unrealized -7.8%
HAS Hasbro Inc 0.1%
Value ($000) $147 Shares 2,221 Est. Cost $71.16 Unrealized -16.2%
BMY Bristol Myers Squibb Co Com 0.1%
Value ($000) $146 Shares 2,514 Est. Cost $53.04 Unrealized +2.5%
GILD Gilead Sciences Stock 0.1%
Value ($000) $145 Shares 1,936 Est. Cost $65.27 Unrealized +8.3%
IEF iShares Lehman 7-10 Yr Index 0.1%
Value ($000) $143 Shares 1,565 Est. Cost $99.60 Unrealized
SHEL Shell Plc ADR 0.1%
Value ($000) $143 Shares 2,222 Est. Cost $49.72 Unrealized
TSLA Tesla Inc 0.1%
Value ($000) $143 Shares 570 Est. Cost $215.88 Unrealized +19.0%
MGC Vanguard Mega Cap 300 ETF 0.0%
Value ($000) $140 Shares 923 Est. Cost $84.51 Unrealized
SDY SPDR Ser Tr S&P Divid ETF 0.0%
Value ($000) $138 Shares 1,199 Est. Cost $120.79 Unrealized
TLT Ishares Lehman 20 Year Pls Treasury Bnd Etf 0.0%
Value ($000) $138 Shares 1,551 Est. Cost $91.58 Unrealized
TPL Texas Pacific Land Corporation 0.0%
Value ($000) $137 Shares 75 Est. Cost $183.20 Unrealized 0.0%
NOC Northrop Grumman Corp Com 0.0%
Value ($000) $135 Shares 307 Est. Cost $331.97 Unrealized +27.0%
AMT American Tower Corp Class A 0.0%
Value ($000) $134 Shares 817 Est. Cost $122.22 Unrealized +37.2%
SPYM Spdr Series Trust Portfolio Large Cap Etf 0.0%
Value ($000) $134 Shares 2,670 Est. Cost $38.76 Unrealized
GPC Genuine Parts Co Com 0.0%
Value ($000) $134 Shares 929 Est. Cost $86.66 Unrealized +66.7%
MAR Marriott Intl Inc New Cl A 0.0%
Value ($000) $131 Shares 669 Est. Cost $169.70 Unrealized +14.4%
IJK iShares Midcap 400/Barra 0.0%
Value ($000) $127 Shares 1,760 Est. Cost $101.94 Unrealized
PLD Prologis INC Reit 0.0%
Value ($000) $125 Shares 1,111 Est. Cost $81.38 Unrealized +38.9%
VV Vanguard Large-cap Index Fund Large Cap Etf 0.0%
Value ($000) $124 Shares 634 Est. Cost $178.00 Unrealized
PANW Palo Alto Networks Inc. 0.0%
Value ($000) $124 Shares 528 Est. Cost $86.60 Unrealized +36.7%
Invesco Van Kampen Mun 0.0%
Value ($000) $123 Shares 15,000 Est. Cost $9.46 Unrealized
AVGO Broadcom Inc 0.0%
Value ($000) $122 Shares 147 Est. Cost $33.82 Unrealized +148.3%
KMB Kimberly Clark Corp Com 0.0%
Value ($000) $121 Shares 1,000 Est. Cost $104.79 Unrealized +12.4%
BHP BHP Billiton LTD Sponsored ADR 0.0%
Value ($000) $121 Shares 2,123 Est. Cost $64.60 Unrealized
FSMB First Trust Short Duration Managed Municipal Etf Durat Mang Mun 0.0%
Value ($000) $121 Shares 6,228 Est. Cost $19.64 Unrealized
SCHG Schwab US Large-cap Growth Etf Large Cap 0.0%
Value ($000) $121 Shares 1,659 Est. Cost $89.71 Unrealized
TDG Transdigm Group Inc Common 0.0%
Value ($000) $121 Shares 143 Est. Cost $291.19 Unrealized +157.5%
TSM Taiwan Semiconductor Mfg Ltdsponsored ADR 0.0%
Value ($000) $120 Shares 1,386 Est. Cost $29.19 Unrealized
AMGN Amgen Inc Com 0.0%
Value ($000) $120 Shares 445 Est. Cost $156.61 Unrealized +48.1%
AMLP Alerian MLP ETF 0.0%
Value ($000) $119 Shares 2,831 Est. Cost $36.88 Unrealized
VSGX Vanguard Esg International Stock Etf Internatnl 0.0%
Value ($000) $119 Shares 2,709 Est. Cost $43.82 Unrealized
ALL Allstate Corp Com 0.0%
Value ($000) $116 Shares 1,045 Est. Cost $92.65 Unrealized +11.8%
XLF Select Sector SPDR Tr Sbi Int-Finl 0.0%
Value ($000) $116 Shares 3,486 Est. Cost $30.57 Unrealized
VGT Vanguard World Fds Inf Tech ETF 0.0%
Value ($000) $112 Shares 271 Est. Cost $95.36 Unrealized
WSM Williams Sonoma Inc 0.0%
Value ($000) $112 Shares 720 Est. Cost $24.50 Unrealized +170.6%
DFAC DFA T.A. US Core Equity Fund ETF 0.0%
Value ($000) $110 Shares 4,180 Est. Cost $22.22 Unrealized
MDYV Spdr S&p 400 Mid Cap Value Etf 0.0%
Value ($000) $108 Shares 1,663 Est. Cost $66.41 Unrealized
CL Colgate Palmolive Co Com 0.0%
Value ($000) $107 Shares 1,506 Est. Cost $57.09 Unrealized +24.1%
LW Lamb Weston Hldgs Inc Common 0.0%
Value ($000) $106 Shares 1,150 Est. Cost $58.15 Unrealized +66.1%
ITOT Ishares Trust S & P 1500 Total US Stock Market Etf 0.0%
Value ($000) $106 Shares 1,127 Est. Cost $89.65 Unrealized
TJX TJX Cos Inc New Com 0.0%
Value ($000) $106 Shares 1,189 Est. Cost $49.96 Unrealized +70.8%
ETN Eaton Corp PLC Shs 0.0%
Value ($000) $104 Shares 487 Est. Cost $68.03 Unrealized +208.2%
SCHE Schw Emg Mkt Eq ETF 0.0%
Value ($000) $104 Shares 4,336 Est. Cost $24.51 Unrealized
MDLZ Mondelez Intl Inc Cl A 0.0%
Value ($000) $103 Shares 1,490 Est. Cost $41.62 Unrealized +61.5%
DFUV Dimensional US Markets ETF 0.0%
Value ($000) $103 Shares 3,039 Est. Cost $11.54 Unrealized
VIGI Vanguard International Dividend Appreciation 0.0%
Value ($000) $103 Shares 1,447 Est. Cost $63.88 Unrealized
NXPI NXP Semiconductors NV 0.0%
Value ($000) $101 Shares 507 Est. Cost $98.39 Unrealized +101.3%
CB Chubb Limited 0.0%
Value ($000) $101 Shares 483 Est. Cost $116.11 Unrealized +69.5%
STT State Str Corp Com 0.0%
Value ($000) $100 Shares 1,488 Est. Cost $64.07 Unrealized +1.3%
CTAS Cintas Corp COMMON 0.0%
Value ($000) $100 Shares 207 Est. Cost $76.41 Unrealized +59.7%
APD Air Prods & Chems Inc Com 0.0%
Value ($000) $97 Shares 344 Est. Cost $222.14 Unrealized +23.7%
VONG Vanguard Russell 1000 Growth Etf 0.0%
Value ($000) $97 Shares 1,412 Est. Cost $102.16 Unrealized
SCHV Schwab US Large Cap Value ETF 0.0%
Value ($000) $96 Shares 1,490 Est. Cost $52.20 Unrealized
SCHF Schw Intl Eq ETF 0.0%
Value ($000) $95 Shares 2,804 Est. Cost $29.05 Unrealized
IBTE Ishares Ibonds Dec 2024 Term Treasury Etf 0.0%
Value ($000) $95 Shares 3,978 Est. Cost $23.82 Unrealized
Ishares Ibonds Dec 2025 Term Treasury Etf 0.0%
Value ($000) $94 Shares 4,076 Est. Cost $23.11 Unrealized
IBTG Ishares Ibonds Dec 2026 Term Treasury Etf 0.0%
Value ($000) $94 Shares 4,164 Est. Cost $22.56 Unrealized
ATO ATMOS Energy Corp Com 0.0%
Value ($000) $93 Shares 881 Est. Cost $69.91 Unrealized +57.3%
XEL XCEL Energy Inc Com 0.0%
Value ($000) $93 Shares 1,617 Est. Cost $32.23 Unrealized +71.2%
D Dominion RES Inc VA New Com 0.0%
Value ($000) $89 Shares 1,999 Est. Cost $56.52 Unrealized -22.1%
ALGN Align Technology Inc 0.0%
Value ($000) $87 Shares 286 Est. Cost $198.28 Unrealized +74.3%
LQD iShares Iboxx Invt Grade Corp Bd Fund 0.0%
Value ($000) $87 Shares 850 Est. Cost $119.34 Unrealized
VXF Vanguard Extended MKT ETF 0.0%
Value ($000) $87 Shares 605 Est. Cost $136.95 Unrealized
LMBS First Tr Exchange Traded Fund Iv Low Duration Opportunitiesetf 0.0%
Value ($000) $86 Shares 1,829 Est. Cost $44.46 Unrealized
MCHP Microchip Technology Inc Com 0.0%
Value ($000) $85 Shares 1,094 Est. Cost $62.81 Unrealized +25.3%
AGGY Wisdomtree Yield Enhanced US Aggregate Bond Fund Enhnc U S Aggre Etf 0.0%
Value ($000) $85 Shares 2,057 Est. Cost $53.96 Unrealized
SHW Sherwin Williams CO Sherwin Williams CORP COMMON 0.0%
Value ($000) $84 Shares 331 Est. Cost $230.58 Unrealized +13.7%
FIXD First Tr Exchange 0.0%
Value ($000) $84 Shares 2,000 Est. Cost $40.09 Unrealized
VGK Vanguard Intl Equity Index 0.0%
Value ($000) $84 Shares 1,450 Est. Cost $51.57 Unrealized
DIA SPDR Dow Jones Indl Avrg ETF ut Ser 1 0.0%
Value ($000) $84 Shares 250 Est. Cost $226.21 Unrealized
AZN Astrazeneca PLC Sponsored ADR 0.0%
Value ($000) $83 Shares 1,229 Est. Cost $38.66 Unrealized
XLP Cons Staple Sector SPDR 0.0%
Value ($000) $83 Shares 1,209 Est. Cost $54.57 Unrealized
EFG Ishares MSCI Eafe Growth Index ETF 0.0%
Value ($000) $83 Shares 957 Est. Cost $73.67 Unrealized
FDL First Trust Morningstar 0.0%
Value ($000) $82 Shares 2,463 Est. Cost $29.28 Unrealized
DD Dupont De Nemours INC CORP COMMON 0.0%
Value ($000) $82 Shares 1,099 Est. Cost $29.73 Unrealized +0.5%
PSA Public Storage 0.0%
Value ($000) $80 Shares 305 Est. Cost $245.32 Unrealized +3.4%
CME CME Group Inc Class A 0.0%
Value ($000) $80 Shares 401 Est. Cost $126.39 Unrealized +42.6%
WEC Wisconsin Energy Corp. 0.0%
Value ($000) $79 Shares 982 Est. Cost $51.83 Unrealized +53.8%
LMT Lockheed Martin Corp Com 0.0%
Value ($000) $79 Shares 193 Est. Cost $289.65 Unrealized +43.3%
BA Boeing Co Com 0.0%
Value ($000) $77 Shares 402 Est. Cost $179.45 Unrealized +21.9%
FTSM First Trust Enhanced Short Maturity Etf Mtrty 0.0%
Value ($000) $76 Shares 1,285 Est. Cost $56.23 Unrealized
PFFD GLOBAL X U.S. PREFERRED ETF 0.0%
Value ($000) $75 Shares 4,006 Est. Cost $18.81 Unrealized
GSLC Goldman Sachs Activebeta US Large Cap Equity Etf Actvbeta Lrg 0.0%
Value ($000) $75 Shares 889 Est. Cost $79.22 Unrealized
APA Apache Corporation 0.0%
Value ($000) $74 Shares 1,800 Est. Cost $16.81 Unrealized +123.2%
BUD Anheuser Busch Inbev SA/NV Sponsored ADR 0.0%
Value ($000) $74 Shares 1,336 Est. Cost $64.25 Unrealized
Splunk Inc Common 0.0%
Value ($000) $73 Shares 502 Est. Cost $107.75 Unrealized
MET Metlife Inc Com 0.0%
Value ($000) $73 Shares 1,164 Est. Cost $35.90 Unrealized +61.6%
BN Brookfield Corp CLASS A COMMON 0.0%
Value ($000) $73 Shares 2,340 Est. Cost $22.01 Unrealized +0.7%
VNQI Vanguard Global Ex-us Real Estate Index FUND Glbal Ex US Etf 0.0%
Value ($000) $73 Shares 1,879 Est. Cost $3.55 Unrealized
ORLY O'Reilly Automotive Inc 0.0%
Value ($000) $72 Shares 79 Est. Cost $33.33 Unrealized +88.2%
FTCS First Trust Capital Strength ETF 0.0%
Value ($000) $72 Shares 974 Est. Cost $56.53 Unrealized
CAG Conagra Foods Inc Com 0.0%
Value ($000) $72 Shares 2,615 Est. Cost $28.68 Unrealized -5.6%
IGIB iShares Barclays Intermediate Cr Bd 0.0%
Value ($000) $72 Shares 1,470 Est. Cost $62.30 Unrealized
SCHA Schwab US Small-cap Etf Small Cap 0.0%
Value ($000) $71 Shares 1,708 Est. Cost $55.46 Unrealized
ALC Alcon Ag CORP COMMON 0.0%
Value ($000) $70 Shares 912 Est. Cost $57.49 Unrealized +42.0%
AMP Ameriprise Finl Inc Com 0.0%
Value ($000) $70 Shares 213 Est. Cost $152.95 Unrealized +116.1%
MKL Markel Corp Com 0.0%
Value ($000) $69 Shares 47 Est. Cost $1077.21 Unrealized +35.9%
SNY Sanofi Aventis Sponsored ADR 0.0%
Value ($000) $69 Shares 1,287 Est. Cost $49.41 Unrealized
RELX Relx Plc ADR Rep CORP COMMON 0.0%
Value ($000) $69 Shares 2,048 Est. Cost $17.10 Unrealized
FCX Freeport-McMoran Copper 0.0%
Value ($000) $69 Shares 1,840 Est. Cost $35.16 Unrealized +11.0%
PFG Principal Financial Group Incom 0.0%
Value ($000) $69 Shares 951 Est. Cost $43.68 Unrealized +62.7%
AJG Arthur J Gallagher Co 0.0%
Value ($000) $68 Shares 300 Est. Cost $219.09 Unrealized 0.0%
VOOG Vanguard 500 Grwth Index Fund #3341 0.0%
Value ($000) $68 Shares 277 Est. Cost $157.46 Unrealized
FBND Fidelity Total Bd ETF 0.0%
Value ($000) $68 Shares 1,564 Est. Cost $49.16 Unrealized
DEO Diageo P L C Spon ADR New 0.0%
Value ($000) $68 Shares 455 Est. Cost $137.99 Unrealized
FAST Fastenal Co Com 0.0%
Value ($000) $67 Shares 1,234 Est. Cost $12.24 Unrealized +119.0%
ILCG iShares Tr Large Grwth 0.0%
Value ($000) $66 Shares 1,114 Est. Cost $93.60 Unrealized
IMCB IShares Morningstar Mid Cap ETF 0.0%
Value ($000) $66 Shares 1,102 Est. Cost $67.15 Unrealized
BX Blackstone Group INC CLASS A CORP COMMON 0.0%
Value ($000) $66 Shares 613 Est. Cost $86.51 Unrealized +12.6%
CP Canadian Pac Ry LTD BDR 0.0%
Value ($000) $66 Shares 882 Est. Cost $77.51 Unrealized +0.7%
KEYS Keysight Technologies Inc 0.0%
Value ($000) $66 Shares 496 Est. Cost $171.94 Unrealized -13.9%
ROK Rockwell Automation Inc 0.0%
Value ($000) $65 Shares 229 Est. Cost $232.73 Unrealized +27.5%
DOW Dow INC CORP COMMON 0.0%
Value ($000) $65 Shares 1,269 Est. Cost $40.26 Unrealized +15.0%
GTO Invesco Total Return Bond Etf Invsc 0.0%
Value ($000) $65 Shares 1,457 Est. Cost $48.01 Unrealized
DG Dollar General Corp 0.0%
Value ($000) $65 Shares 614 Est. Cost $173.88 Unrealized -18.5%
MAA Mid-America Apartment Communities 0.0%
Value ($000) $64 Shares 496 Est. Cost $149.83 Unrealized -12.3%
TOTL SPDR Doubleline Total Return Tactical ETF 0.0%
Value ($000) $64 Shares 1,647 Est. Cost $46.44 Unrealized
RWX SPDR DJ Wilshire Internationreal 0.0%
Value ($000) $64 Shares 2,671 Est. Cost $36.53 Unrealized
BR Broadridge Finl Solutions Incom 0.0%
Value ($000) $63 Shares 354 Est. Cost $70.15 Unrealized +142.8%
DOV Dover Corp Com 0.0%
Value ($000) $63 Shares 454 Est. Cost $60.64 Unrealized +131.5%
KIM Kimco Realty Corp 0.0%
Value ($000) $63 Shares 3,581 Est. Cost $17.58 Unrealized -1.8%
IWP iShares Tr Russell McP Gr 0.0%
Value ($000) $62 Shares 683 Est. Cost $108.13 Unrealized
SPHQ Invesco S&p 500 Quality Etf Invsc S P 0.0%
Value ($000) $62 Shares 1,236 Est. Cost $33.90 Unrealized
FDX FedEx Corp Com 0.0%
Value ($000) $60 Shares 227 Est. Cost $173.70 Unrealized +42.1%
OXY Occidental Pete Corp Del Com 0.0%
Value ($000) $60 Shares 925 Est. Cost $58.13 Unrealized +3.7%
MINT Pimco Exch Traded Fund 0.0%
Value ($000) $60 Shares 599 Est. Cost $100.45 Unrealized
FMX Fomento Economico Mexicano Sab De Cv Econ ADR Representing 10 CORP COMMON 0.0%
Value ($000) $60 Shares 549 Est. Cost $70.11 Unrealized
Nuveen Select Tax-Free Income Portfolio 0.0%
Value ($000) $60 Shares 4,491 Est. Cost $16.03 Unrealized
CIBR First Trust Nasdaq Cybersecurity Etf Cybrscrty 0.0%
Value ($000) $60 Shares 1,312 Est. Cost $40.35 Unrealized
DHR Danaher Corp 0.0%
Value ($000) $60 Shares 240 Est. Cost $163.76 Unrealized +34.5%
EW Edwards Lifesciences Corp Com 0.0%
Value ($000) $60 Shares 859 Est. Cost $74.57 Unrealized +7.8%
HDV iShares Trust High Divid Equ 0.0%
Value ($000) $59 Shares 594 Est. Cost $46.77 Unrealized
PH Parker Hannifin Corp 0.0%
Value ($000) $58 Shares 150 Est. Cost $295.90 Unrealized +32.3%
JNK SPDR Series Tr Barclays Highyield 0.0%
Value ($000) $58 Shares 644 Est. Cost $100.93 Unrealized
CHKP Check Point Software Technologies Ltd Technologis CORP COMMON 0.0%
Value ($000) $58 Shares 435 Est. Cost $116.03 Unrealized +13.2%
CNC Centene Corp 0.0%
Value ($000) $57 Shares 834 Est. Cost $66.28 Unrealized +0.4%
IWL iShares Rusell Top 200 0.0%
Value ($000) $57 Shares 552 Est. Cost $90.58 Unrealized
IJT iShares Smallcap 600/Barra V 0.0%
Value ($000) $56 Shares 510 Est. Cost $131.05 Unrealized
A Agilent Technologies Inc Com 0.0%
Value ($000) $56 Shares 500 Est. Cost $151.43 Unrealized -22.2%
BSX Boston Scientific Corp Common 0.0%
Value ($000) $56 Shares 1,055 Est. Cost $41.08 Unrealized +27.7%
CGXU Capital Group International Focus Equity Etf Intrtnl Foc Eqy 0.0%
Value ($000) $55 Shares 2,540 Est. Cost $0.02 Unrealized
ROKU Roku Inc 0.0%
Value ($000) $54 Shares 771 Est. Cost $146.83 Unrealized -47.3%
RWL Invesco S&p 500 Revenue Etf S P 0.0%
Value ($000) $53 Shares 678 Est. Cost $78.57 Unrealized
CCI Crown Castle Intl Co REIT 0.0%
Value ($000) $53 Shares 577 Est. Cost $118.42 Unrealized -23.7%
CNI Canadian Natl Railway Co 0.0%
Value ($000) $53 Shares 489 Est. Cost $69.35 Unrealized +57.6%
TFC Truist Financial Corp COMMON 0.0%
Value ($000) $52 Shares 1,824 Est. Cost $34.09 Unrealized -20.4%
SJM Smucker J M Co Com New 0.0%
Value ($000) $52 Shares 420 Est. Cost $104.26 Unrealized +24.5%
AMD Advanced Micro Devices Inc 0.0%
Value ($000) $52 Shares 501 Est. Cost $88.22 Unrealized +23.0%
DOC Healthpeak Properties 0.0%
Value ($000) $51 Shares 2,790 Est. Cost $23.84 Unrealized -25.9%
AXP American Express Co Com 0.0%
Value ($000) $51 Shares 340 Est. Cost $69.17 Unrealized +129.7%
IYM Ishares Trust Dj US Bas Basic Materials Etf 0.0%
Value ($000) $51 Shares 475 Est. Cost $106.64 Unrealized
MNA IQ Merger Arbitrage Etc 0.0%
Value ($000) $50 Shares 1,584 Est. Cost $31.15 Unrealized
CAH Cardinal Health Inc Com 0.0%
Value ($000) $50 Shares 575 Est. Cost $53.74 Unrealized +61.3%
SAP Sap Aktiengesellschaft Sponsored ADR 0.0%
Value ($000) $50 Shares 386 Est. Cost $106.71 Unrealized
NVO Novo Nordisk A/S 0.0%
Value ($000) $49 Shares 542 Est. Cost $72.33 Unrealized
BOND Pimco Total Return 0.0%
Value ($000) $49 Shares 554 Est. Cost $91.43 Unrealized
LEG Leggett & Platt Inc Com 0.0%
Value ($000) $48 Shares 1,900 Est. Cost $48.84 Unrealized -42.4%
RPG Invesco S&p 500 Pure Growth Portfolio Powershr Etf 0.0%
Value ($000) $48 Shares 1,595 Est. Cost $67.27 Unrealized
INGR Ingredion Inc Com 0.0%
Value ($000) $48 Shares 486 Est. Cost $91.63 Unrealized +13.2%
LULU Lululemon Athletica Inc 0.0%
Value ($000) $47 Shares 122 Est. Cost $319.71 Unrealized +19.5%
IXC iShares Global Energy ETF 0.0%
Value ($000) $47 Shares 1,139 Est. Cost $31.61 Unrealized
EQNR Equinor Asa ADR Rep CORP COMMON 0.0%
Value ($000) $47 Shares 1,428 Est. Cost $31.67 Unrealized
OTIS Otis Worldwide Corp COMMON 0.0%
Value ($000) $46 Shares 572 Est. Cost $52.58 Unrealized +56.3%
KLAC KLA-Tencor Corp Com 0.0%
Value ($000) $46 Shares 100 Est. Cost $122.14 Unrealized +284.4%
GOVT Ishares US Treasury Bond 0.0%
Value ($000) $46 Shares 2,080 Est. Cost $26.36 Unrealized
CHD Church & Dwight Inc Com 0.0%
Value ($000) $46 Shares 500 Est. Cost $42.65 Unrealized +118.3%
PULS Pgim Ultra Short Bond Etf 0.0%
Value ($000) $46 Shares 924 Est. Cost $49.48 Unrealized
XSLV Invesco S&p Smallcap Low Volatility Etf Invsc S P Volatilty 0.0%
Value ($000) $45 Shares 1,145 Est. Cost $47.16 Unrealized
IQLT Ishares Edge Msci Intl Quality Factor Etf Qlt Fctr 0.0%
Value ($000) $45 Shares 1,343 Est. Cost $29.04 Unrealized
SYK Stryker Corp Com 0.0%
Value ($000) $45 Shares 165 Est. Cost $180.50 Unrealized +55.1%
IYF Ishares Trust Dj US Financial Financials Etf 0.0%
Value ($000) $45 Shares 601 Est. Cost $79.46 Unrealized
SHM Spdr Nuveen Bloomberg Short Term Mun Bond Etf Nuven Blm Sht Tm Mpl Bnd 0.0%
Value ($000) $44 Shares 939 Est. Cost $47.30 Unrealized
BLV Vanguard Long-term Bond Index Fund Long Term Etf 0.0%
Value ($000) $44 Shares 662 Est. Cost $75.74 Unrealized
Walgreens Boots Alliance Inc 0.0%
Value ($000) $44 Shares 1,996 Est. Cost $82.93 Unrealized
CARR Carrier Global Corp COMMON 0.0%
Value ($000) $44 Shares 800 Est. Cost $17.13 Unrealized +211.9%
SPGP Invesco S & P 500 0.0%
Value ($000) $44 Shares 481 Est. Cost $6.32 Unrealized
SMDV Proshares Russell 2000 Dividend Growers Etf Dvd Grwrs 0.0%
Value ($000) $44 Shares 774 Est. Cost $49.10 Unrealized
HIG Hartford Finl Svcs Group Inccom 0.0%
Value ($000) $44 Shares 617 Est. Cost $39.87 Unrealized +74.1%
SUB Ishares Tr Short-term Natl Mun Bd Etffd 0.0%
Value ($000) $44 Shares 423 Est. Cost $105.81 Unrealized
FGD First Trust Dow Jones Globalselect Div 0.0%
Value ($000) $43 Shares 2,100 Est. Cost $24.59 Unrealized
CLX Clorox Co Del Com 0.0%
Value ($000) $43 Shares 330 Est. Cost $100.47 Unrealized +39.2%
ROP Roper Inds Inc New Com 0.0%
Value ($000) $43 Shares 89 Est. Cost $298.58 Unrealized +61.7%
Activision Blizzard Inc 0.0%
Value ($000) $43 Shares 457 Est. Cost $77.05 Unrealized
VFC V F Corp Com 0.0%
Value ($000) $43 Shares 2,421 Est. Cost $52.38 Unrealized -63.7%
IWN iShares Tr Rusl 2000 Valu 0.0%
Value ($000) $42 Shares 312 Est. Cost $160.02 Unrealized
EMB iShares JP Morgan Em Bond FD 0.0%
Value ($000) $42 Shares 509 Est. Cost $84.94 Unrealized
RYAAY Ryanair Holdings PLC 0.0%
Value ($000) $42 Shares 430 Est. Cost $83.76 Unrealized
SWK Stanley Black Decker Inc 0.0%
Value ($000) $42 Shares 500 Est. Cost $74.80 Unrealized +12.5%
MDU MDU RES Group Inc Com 0.0%
Value ($000) $42 Shares 2,132 Est. Cost $9.25 Unrealized +16.6%
HUM Humana Inc Com 0.0%
Value ($000) $41 Shares 85 Est. Cost $266.32 Unrealized +71.4%
IFF International Flavors & Fragrances Inc 0.0%
Value ($000) $41 Shares 600 Est. Cost $88.75 Unrealized -22.5%
FE Firstenergy Corp Common 0.0%
Value ($000) $40 Shares 1,182 Est. Cost $34.01 Unrealized -0.9%
LHX L3harris Technologies INC CORP COMMON 0.0%
Value ($000) $40 Shares 230 Est. Cost $176.19 Unrealized -0.7%
BABA Alibaba Group Hldg LTD Spon ADR 0.0%
Value ($000) $40 Shares 458 Est. Cost $132.46 Unrealized
CASY Casey's General Stores Inc 0.0%
Value ($000) $39 Shares 144 Est. Cost $151.02 Unrealized +65.6%
IBN ICICI BK Limited ADR (India) 0.0%
Value ($000) $39 Shares 1,675 Est. Cost $10.98 Unrealized
XLV Select Sector SPDR Tr Sbi Healthcare 0.0%
Value ($000) $39 Shares 300 Est. Cost $85.84 Unrealized
DNP Select Income Fund Inc 0.0%
Value ($000) $39 Shares 4,051 Est. Cost $10.70 Unrealized
DAL Delta Air Lines Inc. 0.0%
Value ($000) $38 Shares 1,040 Est. Cost $49.97 Unrealized -15.3%
MCK McKesson Corp Com 0.0%
Value ($000) $38 Shares 88 Est. Cost $181.83 Unrealized +129.2%
UBER Uber Technologies INC CORP COMMON 0.0%
Value ($000) $38 Shares 830 Est. Cost $31.72 Unrealized +44.0%
GLW Corning Inc Com 0.0%
Value ($000) $38 Shares 1,250 Est. Cost $31.71 Unrealized -3.2%
LKQ LKQ Corp 0.0%
Value ($000) $38 Shares 759 Est. Cost $48.35 Unrealized +3.1%
BP BP PLC Sponsored ADR 0.0%
Value ($000) $37 Shares 967 Est. Cost $34.41 Unrealized
FBIN Fortune Brands Home & Sec Incom 0.0%
Value ($000) $37 Shares 600 Est. Cost $57.75 Unrealized +14.1%
PECO Phillips Edison & CO INC And Company CORP COMMON 0.0%
Value ($000) $37 Shares 1,111 Est. Cost $27.90 Unrealized
GSK GSK PLc Sponsored ADR 0.0%
Value ($000) $37 Shares 1,027 Est. Cost $0.04 Unrealized
SDVY First Trust Mid cap Rising Dividend ETF 0.0%
Value ($000) $37 Shares 1,318 Est. Cost $23.32 Unrealized
QUAL IShares MSCI USA Qlty 0.0%
Value ($000) $37 Shares 280 Est. Cost $128.98 Unrealized
WELL Welltower Inc 0.0%
Value ($000) $37 Shares 450 Est. Cost $48.83 Unrealized +60.0%
COF Capital One Finl Corp Com 0.0%
Value ($000) $37 Shares 378 Est. Cost $92.82 Unrealized +11.0%
GEN NortonLifelock 0.0%
Value ($000) $37 Shares 2,071 Est. Cost $19.02 Unrealized -2.1%
EVRG Evergy INC CORP COMMON 0.0%
Value ($000) $36 Shares 713 Est. Cost $51.09 Unrealized +0.2%
GS Goldman Sachs Group Inc Com 0.0%
Value ($000) $36 Shares 111 Est. Cost $212.40 Unrealized +48.5%
RDVY First Trust Rising Dividend Achievers Etf Ft 0.0%
Value ($000) $36 Shares 775 Est. Cost $46.79 Unrealized
WRB Berkley W R Corp Common 0.0%
Value ($000) $35 Shares 553 Est. Cost $26.47 Unrealized +46.3%
QQQM Invesco Nasdaq 100 Etf 0.0%
Value ($000) $35 Shares 234 Est. Cost $148.62 Unrealized
ELV Anthem Inc 0.0%
Value ($000) $34 Shares 79 Est. Cost $379.15 Unrealized +15.2%
NUE Nucor Corp Com 0.0%
Value ($000) $34 Shares 220 Est. Cost $51.53 Unrealized +209.5%
COWZ Pacer US Cash Cows 100 Etf 0.0%
Value ($000) $34 Shares 758 Est. Cost $44.93 Unrealized
BNS BK Nova Scotia Halifax (Canada) 0.0%
Value ($000) $34 Shares 735 Est. Cost $37.78 Unrealized +12.0%
RMD Resmed Inc Common 0.0%
Value ($000) $33 Shares 225 Est. Cost $100.35 Unrealized +76.1%
Discover Finl Svcs Com 0.0%
Value ($000) $33 Shares 382 Est. Cost $88.79 Unrealized
TFI Nuveen Bloomberg Municipal Bond ETF 0.0%
Value ($000) $33 Shares 757 Est. Cost $46.16 Unrealized
ADSK Autodesk INC CORP COMMON 0.0%
Value ($000) $33 Shares 158 Est. Cost $223.13 Unrealized -5.8%
FTRE Fortrea Holdings Inc 0.0%
Value ($000) $32 Shares 1,120 Est. Cost $29.59 Unrealized 0.0%
BBVA Banco Bilbao Vizcaya Argentaria SA 0.0%
Value ($000) $32 Shares 3,965 Est. Cost $5.23 Unrealized
CWT California Wtr Svc Group Com 0.0%
Value ($000) $32 Shares 670 Est. Cost $29.04 Unrealized +63.6%
TAK Takeda Pharmaceutical CO Ltd Pharmaceuticl ADR Rep 0.5 CORP COMMON 0.0%
Value ($000) $32 Shares 2,039 Est. Cost $14.53 Unrealized
PRU Prudential Finl Inc Com 0.0%
Value ($000) $32 Shares 332 Est. Cost $80.19 Unrealized +5.1%
ABNB Air BnB Ordinary Share Class A 0.0%
Value ($000) $31 Shares 229 Est. Cost $129.58 Unrealized +6.5%
CDW CDW Corp 0.0%
Value ($000) $31 Shares 155 Est. Cost $50.65 Unrealized +281.6%
IEX Idex Corp 0.0%
Value ($000) $31 Shares 150 Est. Cost $187.97 Unrealized +11.9%
FSK Fs Kkr Capital Corp COMMON 0.0%
Value ($000) $31 Shares 1,571 Est. Cost $12.46 Unrealized +11.3%
RIO Rio Tinto PLC Sponsored ADR 0.0%
Value ($000) $31 Shares 481 Est. Cost $57.94 Unrealized
AZO Autozone INC CORP COMMON 0.0%
Value ($000) $30 Shares 12 Est. Cost $1314.54 Unrealized +90.9%
XLI SPDR FD-Sh of Beneficial Int 0.0%
Value ($000) $30 Shares 300 Est. Cost $69.20 Unrealized
DHI Dr Horton Inc 0.0%
Value ($000) $30 Shares 281 Est. Cost $32.22 Unrealized +263.1%
USFR WisdomTree Floating Rate Treasury Fd 0.0%
Value ($000) $30 Shares 599 Est. Cost $25.08 Unrealized
Blackrock Muniyield Quality Fund INC Muniyld Cf 0.0%
Value ($000) $30 Shares 2,900 Est. Cost $11.84 Unrealized
CALF Pacer US Small Cap Cash Cows 100 Etf 0.0%
Value ($000) $30 Shares 711 Est. Cost $40.83 Unrealized
STX Seagate Technology Holdings PLC 0.0%
Value ($000) $30 Shares 449 Est. Cost $56.56 Unrealized +6.5%
Blackrock Municipal Income Quality Trust Incom Cf 0.0%
Value ($000) $30 Shares 3,000 Est. Cost $11.44 Unrealized
BIL Spdr Bloomberg 1-3 Month T-bill Etf 1 3 Mnth T Bll 0.0%
Value ($000) $30 Shares 322 Est. Cost $0.09 Unrealized
VEEV Veeva Systems INC CLASS A CORP COMMON 0.0%
Value ($000) $29 Shares 143 Est. Cost $170.59 Unrealized +18.1%
MFC Manulife Financial Corp 0.0%
Value ($000) $29 Shares 1,589 Est. Cost $17.54 Unrealized +7.8%
Nuveen AMT-Free Municipal 0.0%
Value ($000) $29 Shares 3,000 Est. Cost $11.12 Unrealized
MNST Monster Beverage Cor 0.0%
Value ($000) $29 Shares 540 Est. Cost $38.14 Unrealized +49.0%
DFAE Dfa Dimensional Emerging Core Equity Market Etf Emerg Eqy Mrkt 0.0%
Value ($000) $29 Shares 1,245 Est. Cost $22.93 Unrealized
IRT Independence Realty Trust 0.0%
Value ($000) $28 Shares 2,011 Est. Cost $16.91 Unrealized
CTVA Corteva INC CORP COMMON 0.0%
Value ($000) $28 Shares 551 Est. Cost $41.85 Unrealized +23.1%
Blackrock Muniholdings QTY 0.0%
Value ($000) $28 Shares 3,200 Est. Cost $10.04 Unrealized
ABEV Ambev SA Sponsored ADR 0.0%
Value ($000) $28 Shares 10,873 Est. Cost $3.72 Unrealized
WMB Williams Cos Inc Del Com 0.0%
Value ($000) $28 Shares 832 Est. Cost $19.52 Unrealized +58.2%
CMP Compass Minerals Intl Inc 0.0%
Value ($000) $28 Shares 1,000 Est. Cost $54.94 Unrealized -42.4%
GEHC GE Healthcare Technologies INC CORP COMMON 0.0%
Value ($000) $28 Shares 407 Est. Cost $71.08 Unrealized +2.0%
ICSH Ishares Ultra Short-term Bond Etf Short Term 0.0%
Value ($000) $27 Shares 543 Est. Cost $50.16 Unrealized
FNDX Schwab Fundamental U.S. Large Company Index ETF 0.0%
Value ($000) $27 Shares 488 Est. Cost $47.13 Unrealized
Dun & Bradstreet 0.0%
Value ($000) $27 Shares 2,715 Est. Cost $21.73 Unrealized
ZBH Zimmer Hldgs Inc Com 0.0%
Value ($000) $27 Shares 238 Est. Cost $105.40 Unrealized +17.8%
BNDX Vanguard Charlotte Funds Total Intl Bd ETF 0.0%
Value ($000) $27 Shares 558 Est. Cost $55.78 Unrealized
MSI Motorola Inc 0.0%
Value ($000) $27 Shares 98 Est. Cost $191.40 Unrealized +44.9%
SPTI SPDR Portfolio Intermediate Term Treasury ETF 0.0%
Value ($000) $27 Shares 969 Est. Cost $27.64 Unrealized
CNP Centerpoint Energy Inc Com 0.0%
Value ($000) $27 Shares 987 Est. Cost $21.15 Unrealized +28.3%
SLB Schlumberger LTD Com 0.0%
Value ($000) $26 Shares 454 Est. Cost $46.46 Unrealized +17.1%
CLVT Clarivate PLC Ordinady Shares 0.0%
Value ($000) $26 Shares 3,918 Est. Cost $14.42 Unrealized -44.7%
PPG PPG Inds Inc Com 0.0%
Value ($000) $26 Shares 200 Est. Cost $87.76 Unrealized +51.6%
AVB Avalonbay Cmntys Inc 0.0%
Value ($000) $26 Shares 150 Est. Cost $169.52 Unrealized 0.0%
ADM Archer Daniels Midland Co 0.0%
Value ($000) $25 Shares 336 Est. Cost $46.57 Unrealized +60.2%
VMC Vulcan Matls Co 0.0%
Value ($000) $25 Shares 125 Est. Cost $213.74 Unrealized 0.0%
IQDY Flexshares International Quality Div Dyn Idx Flexshs Intl Qty Ind Etf 0.0%
Value ($000) $25 Shares 997 Est. Cost $27.04 Unrealized
HSY Hershey Co Com 0.0%
Value ($000) $25 Shares 125 Est. Cost $208.68 Unrealized 0.0%
CHT Chunghwa Telecom Co LTD 0.0%
Value ($000) $25 Shares 687 Est. Cost $39.10 Unrealized
MKC McCormick & Co Inc Com Non Vtg 0.0%
Value ($000) $25 Shares 325 Est. Cost $71.13 Unrealized +10.5%
CRL Charles River Laboratories International INC Chrls Labs CORP COMMON 0.0%
Value ($000) $24 Shares 125 Est. Cost $205.30 Unrealized 0.0%
Canadian Pac Ry LTD Com 0.0%
Value ($000) $24 Shares 300 Est. Cost $79.38 Unrealized
DVA Davita Inc Com 0.0%
Value ($000) $24 Shares 250 Est. Cost $102.00 Unrealized 0.0%
XLU Sector XLX Utilities 0.0%
Value ($000) $24 Shares 400 Est. Cost $51.57 Unrealized
FLOT iShares Floating Rate Bond ETF 0.0%
Value ($000) $23 Shares 459 Est. Cost $25.09 Unrealized
XLG Invesco S&P 500 Top 50 ETF 0.0%
Value ($000) $23 Shares 685 Est. Cost $69.33 Unrealized
WU Western Un Co Com 0.0%
Value ($000) $23 Shares 1,750 Est. Cost $20.26 Unrealized
NFLX Netflix INC CORP COMMON 0.0%
Value ($000) $23 Shares 61 Est. Cost $33.09 Unrealized +28.1%
EXAS Exact Sciensces Corp 0.0%
Value ($000) $23 Shares 337 Est. Cost $64.28 Unrealized +32.0%
STPZ Pimco 1-5 Year US Tips Index Exchange-traded Fund Etf 0.0%
Value ($000) $23 Shares 455 Est. Cost $55.19 Unrealized
SHOP Shopify INC CLASS A Sub Vtg CORP COMMON 0.0%
Value ($000) $23 Shares 417 Est. Cost $34.15 Unrealized +77.4%
KKR Kkr & CO INC And CLASS A CORP COMMON 0.0%
Value ($000) $23 Shares 368 Est. Cost $46.72 Unrealized +28.0%
DXCM Dexcom Inc Common 0.0%
Value ($000) $22 Shares 241 Est. Cost $76.73 Unrealized +46.9%
IWO iShares Tr Russell 2000 Grw 0.0%
Value ($000) $22 Shares 100 Est. Cost $284.57 Unrealized
Marathon Oil Corp Com 0.0%
Value ($000) $22 Shares 835 Est. Cost $14.44 Unrealized
HYMB Nuveen Bloomberg High Yield Municipal Bond ETF 0.0%
Value ($000) $22 Shares 905 Est. Cost $24.99 Unrealized
KMI Kinder Morgan Inc Del Com 0.0%
Value ($000) $21 Shares 1,296 Est. Cost $14.71 Unrealized +3.7%
CI Cigna Corp COMMON 0.0%
Value ($000) $21 Shares 75 Est. Cost $165.68 Unrealized +64.6%
ARCC Ares Cap Corp Com 0.0%
Value ($000) $21 Shares 1,100 Est. Cost $7.61 Unrealized +103.3%
CPRT Copart INC CORP COMMON 0.0%
Value ($000) $21 Shares 490 Est. Cost $36.32 Unrealized +22.4%
DES Wisdomtree Smallcap Dividendfund 0.0%
Value ($000) $21 Shares 735 Est. Cost $36.33 Unrealized
PDBC Invesco Optimum Yld Dvsfd Cmd Str No K-1 Etf Invsc Actvly Mng Optm Yd Dvrs 0.0%
Value ($000) $21 Shares 1,382 Est. Cost $16.21 Unrealized
KVUE Kenvue Inc 0.0%
Value ($000) $21 Shares 1,026 Est. Cost $21.04 Unrealized 0.0%
EL Lauder Estee Cos Inc Cl A 0.0%
Value ($000) $20 Shares 141 Est. Cost $182.50 Unrealized -12.9%
TECB Ishares US Tech Breakthrough Multisector Etf Brkthrgh Mltsctr 0.0%
Value ($000) $20 Shares 553 Est. Cost $32.49 Unrealized
KOMP Spdr S&p Kensho New Economies Composite Etf Eco COMMON 0.0%
Value ($000) $20 Shares 510 Est. Cost $45.13 Unrealized
TMUS T-mobile US INC T Mobile CORP COMMON 0.0%
Value ($000) $20 Shares 144 Est. Cost $115.28 Unrealized +16.1%
IUSG Ishares Core S&p US Growth Etf 0.0%
Value ($000) $20 Shares 212 Est. Cost $0.08 Unrealized
NSC Norfolk Southern Corp Com 0.0%
Value ($000) $20 Shares 102 Est. Cost $97.78 Unrealized +109.7%
Reaves Utility Inc Trust 0.0%
Value ($000) $20 Shares 804 Est. Cost $27.42 Unrealized
URI United Rentals INC Rental CORP COMMON 0.0%
Value ($000) $20 Shares 44 Est. Cost $325.11 Unrealized +37.7%
ESGE Ishares Esg Aware Msci Em Etf 0.0%
Value ($000) $20 Shares 645 Est. Cost $31.48 Unrealized
NVT Nvent Electric Plc CORP COMMON 0.0%
Value ($000) $19 Shares 354 Est. Cost $23.72 Unrealized +121.1%
PII Polaris Inds Inc Com 0.0%
Value ($000) $19 Shares 180 Est. Cost $91.36 Unrealized +30.0%
TLK Pt Telekomunikasi Indonesia TBK 0.0%
Value ($000) $19 Shares 775 Est. Cost $26.60 Unrealized
JAVA JPMORGAN Active Value Etf 0.0%
Value ($000) $19 Shares 341 Est. Cost $54.73 Unrealized
FITB Fifth Third Bancorp Com 0.0%
Value ($000) $18 Shares 725 Est. Cost $24.49 Unrealized 0.0%
SBAC SBA Communications Corp New 0.0%
Value ($000) $18 Shares 91 Est. Cost $158.85 Unrealized +34.0%
CNQ Canadian Natural Resources LTD 0.0%
Value ($000) $18 Shares 281 Est. Cost $13.45 Unrealized +107.2%
FLS Flowserve Corp Com 0.0%
Value ($000) $18 Shares 453 Est. Cost $29.62 Unrealized +25.1%
GNRC Generac Holdings Inc 0.0%
Value ($000) $18 Shares 164 Est. Cost $115.68 Unrealized +6.9%
HAL Halliburton Co Com 0.0%
Value ($000) $18 Shares 438 Est. Cost $26.19 Unrealized +41.2%
Hess Corp Com 0.0%
Value ($000) $17 Shares 114 Est. Cost $71.04 Unrealized
TTD Trade Desk INC CLASS A CORP COMMON 0.0%
Value ($000) $17 Shares 221 Est. Cost $62.08 Unrealized +30.2%
BKR Baker Hughes Inc 0.0%
Value ($000) $17 Shares 482 Est. Cost $22.58 Unrealized +48.5%
CRTO Criteo SA 0.0%
Value ($000) $17 Shares 583 Est. Cost $15.74 Unrealized
First Trust Energy Income And Growth Fund Grw Cf 0.0%
Value ($000) $17 Shares 1,290 Est. Cost $9.85 Unrealized
MGA Magna Intl Inc Com 0.0%
Value ($000) $17 Shares 314 Est. Cost $57.44 Unrealized -7.4%
IJS iShares Smallcap 600/Barra 0.0%
Value ($000) $17 Shares 188 Est. Cost $106.09 Unrealized
COR Amerisourcebergen Corp Com 0.0%
Value ($000) $17 Shares 93 Est. Cost $93.79 Unrealized +93.0%
KDP Keurig Dr Pepper Inc 0.0%
Value ($000) $17 Shares 525 Est. Cost $32.96 Unrealized -6.8%
HPE Hewlett Packard Enterprise Co 0.0%
Value ($000) $16 Shares 940 Est. Cost $11.54 Unrealized +39.4%
OBDC OWL ROCK CAPITAL CORP 0.0%
Value ($000) $16 Shares 1,175 Est. Cost $9.58 Unrealized +8.7%
VIS Vanguard Industrials Etf 0.0%
Value ($000) $16 Shares 82 Est. Cost $169.35 Unrealized
HEDJ Wisdomtree Europe Hedged Equity 0.0%
Value ($000) $16 Shares 400 Est. Cost $51.00 Unrealized
SCZ iShares MSCI Eafe Small Cap 0.0%
Value ($000) $16 Shares 279 Est. Cost $44.32 Unrealized
Unilever PLC Spon ADR New 0.0%
Value ($000) $16 Shares 315 Est. Cost $45.04 Unrealized
SKYY First Tr Ise Cloud Comp Inx ETF 0.0%
Value ($000) $15 Shares 204 Est. Cost $48.98 Unrealized
CGGR Capital Group Growth Etf 0.0%
Value ($000) $15 Shares 600 Est. Cost $25.70 Unrealized
HDB Hdfc Bk Ltd ADR Repstg 3 Shs 0.0%
Value ($000) $15 Shares 258 Est. Cost $66.83 Unrealized
Pioneer Nat RES Co Com 0.0%
Value ($000) $15 Shares 66 Est. Cost $160.92 Unrealized
OMC Omnicom Group Inc Com 0.0%
Value ($000) $15 Shares 203 Est. Cost $62.46 Unrealized +21.4%
CPB Campbell Soup Co Com 0.0%
Value ($000) $15 Shares 364 Est. Cost $36.83 Unrealized +9.0%
BBDC Barings Bdc, Inc. 0.0%
Value ($000) $15 Shares 1,665 Est. Cost $6.51 Unrealized -0.1%
HWM Howmet Aerospace INC CORP COMMON 0.0%
Value ($000) $15 Shares 316 Est. Cost $25.20 Unrealized +92.0%
MDIV FT Multi Asset Diversif Inc IDX ETF 0.0%
Value ($000) $15 Shares 1,000 Est. Cost $17.00 Unrealized
FLEX Flextronics Intl LTD Ord 0.0%
Value ($000) $15 Shares 540 Est. Cost $10.72 Unrealized +89.1%
FTV Fortive Corp 0.0%
Value ($000) $15 Shares 196 Est. Cost $44.86 Unrealized +26.9%
WTRG Essential Utilities INC CORP COMMON 0.0%
Value ($000) $15 Shares 423 Est. Cost $42.96 Unrealized -9.8%
IVZ Invesco Ltd 0.0%
Value ($000) $15 Shares 1,000 Est. Cost $14.36 Unrealized 0.0%
CGGO Capital Group Global Growth Equity Etf Grwt Eqy 0.0%
Value ($000) $14 Shares 600 Est. Cost $24.15 Unrealized
VLO Valero Energy Corp New Com 0.0%
Value ($000) $14 Shares 101 Est. Cost $53.58 Unrealized +127.9%
AIG American Intl Group 0.0%
Value ($000) $14 Shares 236 Est. Cost $38.34 Unrealized +47.8%
Lexington Realty Trust Com 0.0%
Value ($000) $14 Shares 1,600 Est. Cost $10.00 Unrealized
WTW Willis Tower Watson 0.0%
Value ($000) $14 Shares 68 Est. Cost $208.29 Unrealized -0.7%
Vmware INC CLASS A CORP COMMON 0.0%
Value ($000) $14 Shares 85 Est. Cost $117.65 Unrealized
DIVI Franklin International Core Dividend Tilt Idx Etf Intrn Cre Dvd Indx 0.0%
Value ($000) $14 Shares 506 Est. Cost $28.75 Unrealized
QTRX QUANTERIX CORP 0.0%
Value ($000) $14 Shares 520 Est. Cost $12.78 Unrealized +93.8%
PGF Invesco Financial Preferred Etf Invsc 0.0%
Value ($000) $14 Shares 1,000 Est. Cost $17.00 Unrealized
IDV iShares Tr Dow Jones Epac Select Div 0.0%
Value ($000) $14 Shares 550 Est. Cost $28.88 Unrealized
IHI iShares US Medical 0.0%
Value ($000) $14 Shares 288 Est. Cost $81.22 Unrealized
BF/B Brown Forman Corp Cl B 0.0%
Value ($000) $14 Shares 241 Est. Cost $58.15 Unrealized +8.3%
OLN Olin Corp Common Par $1 0.0%
Value ($000) $14 Shares 278 Est. Cost $46.48 Unrealized +9.6%
ECON Columbia Emerging Markets Consumer Etf Emergng Mkts Consmr 0.0%
Value ($000) $14 Shares 685 Est. Cost $20.47 Unrealized
ARE Alexandria Real Estate Equitities 0.0%
Value ($000) $14 Shares 137 Est. Cost $134.16 Unrealized -24.0%
EXE Chesapeke Energy Corporation 0.0%
Value ($000) $14 Shares 158 Est. Cost $74.64 Unrealized +6.0%
PHG Koninklijke Philips NV 0.0%
Value ($000) $14 Shares 681 Est. Cost $19.43 Unrealized
MDYG Spdr S&p 400 Mid Cap Growth Etf 0.0%
Value ($000) $14 Shares 196 Est. Cost $62.80 Unrealized
DELL Dell Technologies INC CLASS C CORP COMMON 0.0%
Value ($000) $13 Shares 194 Est. Cost $51.17 Unrealized +11.8%
LEN Lennar Corp Cl A 0.0%
Value ($000) $13 Shares 119 Est. Cost $50.71 Unrealized +123.8%
BIO Bio Rad Laboratories INC CLASS A CORP COMMON 0.0%
Value ($000) $13 Shares 37 Est. Cost $439.29 Unrealized -12.2%
TPR Tapestry Inc 0.0%
Value ($000) $13 Shares 450 Est. Cost $33.47 Unrealized +2.5%
KHC The Kraft Heinz Company 0.0%
Value ($000) $13 Shares 373 Est. Cost $50.47 Unrealized -39.6%
NOK Nokia Corp Sponsored ADR 0.0%
Value ($000) $12 Shares 3,321 Est. Cost $3.90 Unrealized
KT KT Corp 0.0%
Value ($000) $12 Shares 964 Est. Cost $12.81 Unrealized
VSS Vanguard FTSE All WO X US 0.0%
Value ($000) $12 Shares 116 Est. Cost $102.34 Unrealized
ICLR Icon Plc CORP COMMON 0.0%
Value ($000) $12 Shares 50 Est. Cost $193.67 Unrealized +30.1%
SHG Shinhan Financial 0.0%
Value ($000) $12 Shares 450 Est. Cost $29.79 Unrealized
SPYG SPDR S&P 500 Growth ETF 0.0%
Value ($000) $12 Shares 200 Est. Cost $63.64 Unrealized
QYLD Global X Nasdaq 100 Covered Call Etf Fund Glb Nsdq Cvd 0.0%
Value ($000) $12 Shares 673 Est. Cost $17.43 Unrealized
PBR Petroleo Brasileiro SA Petrosponsored ADR 0.0%
Value ($000) $12 Shares 781 Est. Cost $0.01 Unrealized
HDEF Xtrackers Msci Eafe Hi Dv Yld Eq Etf Xtrckr Hg 0.0%
Value ($000) $12 Shares 515 Est. Cost $23.03 Unrealized
SHY iShares Lehman 1-3 Yr Tr Index Fund 0.0%
Value ($000) $12 Shares 143 Est. Cost $80.97 Unrealized
BIIB Biogen Idec Inc Com 0.0%
Value ($000) $12 Shares 45 Est. Cost $292.67 Unrealized -8.6%
MEAR Blackrock Short Maturity Municipal Bond Etf Shrt Matrty Muni Bnd 0.0%
Value ($000) $11 Shares 230 Est. Cost $49.80 Unrealized
LNG Cheniere Energy Inc 0.0%
Value ($000) $11 Shares 69 Est. Cost $68.37 Unrealized +136.0%
CTSH Cognizant Technology Solutiocl A 0.0%
Value ($000) $11 Shares 166 Est. Cost $64.52 Unrealized +2.9%
PKG Packaging Corp America 0.0%
Value ($000) $11 Shares 73 Est. Cost $80.43 Unrealized +70.0%
ADI Analog Devices Inc Com 0.0%
Value ($000) $11 Shares 64 Est. Cost $148.98 Unrealized +18.8%
USFD US Foods Holding Corp 0.0%
Value ($000) $11 Shares 276 Est. Cost $35.80 Unrealized +15.8%
PNC PNC Financial Services Group Inc 0.0%
Value ($000) $11 Shares 89 Est. Cost $91.30 Unrealized +26.0%
EQIX Equinix Inc 0.0%
Value ($000) $11 Shares 15 Est. Cost $643.06 Unrealized +14.4%
WAB Westinghouse Air Brake Technologies Corp Wabtec COMMON 0.0%
Value ($000) $11 Shares 102 Est. Cost $84.86 Unrealized +29.6%
MSM Msc Indl Direct Co Inc Cl A 0.0%
Value ($000) $11 Shares 110 Est. Cost $98.69 Unrealized 0.0%
EMGF IShares MSCI Emerging Mrkts Multifactor ETF 0.0%
Value ($000) $11 Shares 262 Est. Cost $40.85 Unrealized
AON Aon Plc CLASS A CORP COMMON 0.0%
Value ($000) $11 Shares 33 Est. Cost $290.95 Unrealized +11.8%
GL Global Life Inc 0.0%
Value ($000) $11 Shares 98 Est. Cost $92.04 Unrealized +19.0%
Allete Inc Com New 0.0%
Value ($000) $11 Shares 200 Est. Cost $66.67 Unrealized
EMBJ Embraer SA 0.0%
Value ($000) $10 Shares 756 Est. Cost $11.06 Unrealized
TFLO iShares Treasury Floating Rate Bond ETF 0.0%
Value ($000) $10 Shares 204 Est. Cost $45.78 Unrealized
EB EVENTBRITE INC COM CL A 0.0%
Value ($000) $10 Shares 1,049 Est. Cost $8.25 Unrealized +24.2%
MRNA Moderna 0.0%
Value ($000) $10 Shares 100 Est. Cost $144.91 Unrealized -23.0%
OGS One Gas Inc Com 0.0%
Value ($000) $10 Shares 150 Est. Cost $64.84 Unrealized +16.6%
SU Suncor Energy Inc New Com 0.0%
Value ($000) $10 Shares 294 Est. Cost $24.13 Unrealized +22.2%
SKYW Skywest Inc Com 0.0%
Value ($000) $10 Shares 240 Est. Cost $35.67 Unrealized +17.6%
PBR/A Petroleo Brasileiro ADR 0.0%
Value ($000) $10 Shares 721 Est. Cost $8.93 Unrealized
VUSB Vanguard Ultra Short Bond ETF 0.0%
Value ($000) $10 Shares 200 Est. Cost $50.00 Unrealized
VTRS Viatris INC CORP COMMON 0.0%
Value ($000) $10 Shares 991 Est. Cost $11.73 Unrealized -20.4%
DLS Wisdomtree International Smallcap Dividend Fund 0.0%
Value ($000) $10 Shares 170 Est. Cost $57.47 Unrealized
CHWY Chewy Inc 0.0%
Value ($000) $10 Shares 532 Est. Cost $38.95 Unrealized -26.6%
SMG SCOTTS MIRACLE GRO CO CLASS A 0.0%
Value ($000) $10 Shares 186 Est. Cost $62.96 Unrealized -17.9%
CATALENT INC COM 0.0%
Value ($000) $10 Shares 211 Est. Cost $62.00 Unrealized
RNR Renaissance Holdings 0.0%
Value ($000) $10 Shares 51 Est. Cost $192.38 Unrealized 0.0%
Wns Holdings LTD ADR 0.0%
Value ($000) $10 Shares 139 Est. Cost $79.14 Unrealized
VRNS VARONIS SYSTEMS INC 0.0%
Value ($000) $9 Shares 311 Est. Cost $26.07 Unrealized +13.3%
WPP WPP PLC Sponsored 0.0%
Value ($000) $9 Shares 209 Est. Cost $59.54 Unrealized
MU Micron Technology Inc 0.0%
Value ($000) $9 Shares 136 Est. Cost $47.06 Unrealized +40.8%
FNX First Trust Portfolios Mid Cap 0.0%
Value ($000) $9 Shares 100 Est. Cost $0.09 Unrealized
DON Wisdomtree US Midcap Dividend Fund Etf 0.0%
Value ($000) $9 Shares 224 Est. Cost $0.04 Unrealized
SITE SITEONE LANDSCAPE SUPPLY INC 0.0%
Value ($000) $9 Shares 56 Est. Cost $140.86 Unrealized +15.9%
DVN Devon Energy Corp New Com 0.0%
Value ($000) $9 Shares 191 Est. Cost $47.83 Unrealized -3.5%
HUBB Hubbell INC CORP COMMON 0.0%
Value ($000) $9 Shares 29 Est. Cost $159.48 Unrealized +93.4%
RF Regions Financial Corp 0.0%
Value ($000) $9 Shares 528 Est. Cost $11.89 Unrealized +42.6%
MLKN MillerKnoll Inc 0.0%
Value ($000) $9 Shares 371 Est. Cost $30.40 Unrealized -43.3%
E ENI SPA 0.0%
Value ($000) $9 Shares 288 Est. Cost $30.96 Unrealized
Total S A Sponsored ADR 0.0%
Value ($000) $9 Shares 134 Est. Cost $51.70 Unrealized
URBN Urban Outfitters Inc Com 0.0%
Value ($000) $9 Shares 266 Est. Cost $37.39 Unrealized -8.5%
TLH Ishares Tr 10-20 Yr Treas Bd Etf 0.0%
Value ($000) $9 Shares 88 Est. Cost $114.17 Unrealized
OIH Vaneck Vectors Oil Services ETF 0.0%
Value ($000) $9 Shares 25 Est. Cost $80.73 Unrealized
TRP Tc Energy Corp COMMON 0.0%
Value ($000) $9 Shares 250 Est. Cost $34.32 Unrealized -4.6%
ORANY Orange SA 0.0%
Value ($000) $9 Shares 747 Est. Cost $11.91 Unrealized
EG Everest Re Group Ltd CORP COMMON 0.0%
Value ($000) $9 Shares 23 Est. Cost $192.22 Unrealized +81.5%
CVE Cenovus Energy Inc Com 0.0%
Value ($000) $9 Shares 410 Est. Cost $13.81 Unrealized +29.6%
PHM Pulte Group Inc 0.0%
Value ($000) $9 Shares 115 Est. Cost $44.49 Unrealized +75.9%
GRFS Grifols SA 0.0%
Value ($000) $8 Shares 916 Est. Cost $12.03 Unrealized
FANG Diamondback Energy Inc 0.0%
Value ($000) $8 Shares 54 Est. Cost $88.06 Unrealized +52.4%
WDS Woodside Energy Group LTD 0.0%
Value ($000) $8 Shares 359 Est. Cost $21.28 Unrealized
ZUORA INC 0.0%
Value ($000) $8 Shares 1,009 Est. Cost $9.88 Unrealized
AXTA Axalta Coating Systems Ltd, Philadelphia, Pa 0.0%
Value ($000) $8 Shares 306 Est. Cost $25.99 Unrealized +12.9%
IX Orix Corporation Spons 0.0%
Value ($000) $8 Shares 85 Est. Cost $92.83 Unrealized
BK Bank New York Mellon Corp 0.0%
Value ($000) $8 Shares 187 Est. Cost $37.48 Unrealized +11.6%
USHY Ishares Broad Usd High Yield Corporate Bond Etf Hg Yld Crp Bnd 0.0%
Value ($000) $8 Shares 234 Est. Cost $34.07 Unrealized
LNT Alliant Energy Corp Com 0.0%
Value ($000) $8 Shares 160 Est. Cost $50.02 Unrealized -4.4%
PNW Pinnacle West Cap Corp Common 0.0%
Value ($000) $8 Shares 103 Est. Cost $62.43 Unrealized +15.0%
John Hancock Premium Dividend Fund 0.0%
Value ($000) $8 Shares 788 Est. Cost $16.50 Unrealized
Hanesbrands Inc Com 0.0%
Value ($000) $8 Shares 1,900 Est. Cost $12.63 Unrealized
EMLC Vaneck Vectors ETF 0.0%
Value ($000) $7 Shares 312 Est. Cost $29.71 Unrealized
CX Cemex Sab De Cv ADR Rep 10 Par 0.0%
Value ($000) $7 Shares 1,135 Est. Cost $6.29 Unrealized
MBC Masterbrand INC CORP COMMON 0.0%
Value ($000) $7 Shares 600 Est. Cost $8.19 Unrealized +49.7%
MUFG Mitsubishi Ufj Financial Group INC Fncl Grp Ads Rep CORP COMMON 0.0%
Value ($000) $7 Shares 857 Est. Cost $5.69 Unrealized
HMC Honda Motor Company LTD ADR 0.0%
Value ($000) $7 Shares 213 Est. Cost $29.47 Unrealized
FNDF Schwab Fundamental International Large Company Index ETF 0.0%
Value ($000) $7 Shares 226 Est. Cost $25.64 Unrealized
GMAB Genmab A/s ADR 0.0%
Value ($000) $7 Shares 202 Est. Cost $43.29 Unrealized
PPL PPL Corp Com 0.0%
Value ($000) $7 Shares 300 Est. Cost $24.04 Unrealized -1.0%
DGX Quest Diagnostics Inc Common 0.0%
Value ($000) $7 Shares 57 Est. Cost $112.12 Unrealized +13.5%
Lam Research Corp 0.0%
Value ($000) $7 Shares 11 Est. Cost $344.83 Unrealized
PEG Public Svc Enterprise Group Com 0.0%
Value ($000) $7 Shares 121 Est. Cost $44.80 Unrealized +26.6%
VVV Valvoline Inc 0.0%
Value ($000) $7 Shares 212 Est. Cost $33.40 Unrealized +5.2%
REGL Proshares S&p Midcap 400 Dividend Aristocrats Etf Prshrs Mdcp Dvd Arstcrts 0.0%
Value ($000) $7 Shares 100 Est. Cost $66.74 Unrealized
SNN Smith & Nephew PLC 0.0%
Value ($000) $7 Shares 268 Est. Cost $23.09 Unrealized
OEF iShares Tr Index S&P 100 Idx FD 0.0%
Value ($000) $7 Shares 33 Est. Cost $207.06 Unrealized
HZO Marinemax Inc 0.0%
Value ($000) $7 Shares 200 Est. Cost $34.77 Unrealized 0.0%
LBRDK Liberty Broadbank Corp Ser C 0.0%
Value ($000) $6 Shares 71 Est. Cost $134.82 Unrealized -38.0%
BCS Barclays Plc ADR Rep 4 CORP COMMON 0.0%
Value ($000) $6 Shares 827 Est. Cost $9.25 Unrealized
POST Post Hldgs Inc Com 0.0%
Value ($000) $6 Shares 75 Est. Cost $69.97 Unrealized +24.7%
BWX SPDR Lehman Intl Treasury Bd 0.0%
Value ($000) $6 Shares 300 Est. Cost $26.91 Unrealized
NNN National Retail Properties Icom 0.0%
Value ($000) $6 Shares 179 Est. Cost $43.73 Unrealized
AIA iShares S&P Asia 50 0.0%
Value ($000) $6 Shares 113 Est. Cost $51.28 Unrealized
BAM Brookfield Asset Management Ltd Mngmt CLASS A CORP COMMON 0.0%
Value ($000) $6 Shares 187 Est. Cost $30.29 Unrealized +2.7%
HII Huntington Ingalls Industries 0.0%
Value ($000) $6 Shares 30 Est. Cost $193.81 Unrealized +8.0%
Aptiv Plc CORP COMMON 0.0%
Value ($000) $6 Shares 62 Est. Cost $96.77 Unrealized
LDOS Leidos Holdings INC CORP COMMON 0.0%
Value ($000) $6 Shares 66 Est. Cost $91.68 Unrealized -0.1%
SPIB Spdr Portfolio Intermediate Term Corporate Bd Etf Intrmdt Trm Crprate Bnd 0.0%
Value ($000) $6 Shares 192 Est. Cost $31.45 Unrealized
IVOV Vanguard S&P Mid-Cap 400 Value Index ETF 0.0%
Value ($000) $6 Shares 77 Est. Cost $83.19 Unrealized
UHAL U-Haul Holding Co 0.0%
Value ($000) $6 Shares 107 Est. Cost $58.56 Unrealized -0.8%
RHI Robert Half INC CORP COMMON 0.0%
Value ($000) $6 Shares 77 Est. Cost $52.41 Unrealized +44.8%
BBJP JPMORGAN Betabuilders Japan Etf 0.0%
Value ($000) $6 Shares 111 Est. Cost $44.21 Unrealized
OGE OGE Energy Inc 0.0%
Value ($000) $6 Shares 167 Est. Cost $37.38 Unrealized -6.3%
LBTYAUSD Liberty Group Plc 0.0%
Value ($000) $5 Shares 312 Est. Cost $22.19 Unrealized
VNT Vontier Corp COMMON 0.0%
Value ($000) $5 Shares 170 Est. Cost $27.12 Unrealized +13.6%
TRIP Tripadvisor Inc 0.0%
Value ($000) $5 Shares 313 Est. Cost $43.41 Unrealized -62.4%
F Ford Mtr Co Del Com Par $0.01 0.0%
Value ($000) $5 Shares 400 Est. Cost $8.75 Unrealized +26.7%
VYMI Vanguard Internatl High Div Yield Index Fund Internatnl Hgh Yld Etf 0.0%
Value ($000) $5 Shares 80 Est. Cost $19.40 Unrealized
QQQJ Invesco Nasdaq Next Gen 100 Etf 0.0%
Value ($000) $5 Shares 200 Est. Cost $30.00 Unrealized
VSAT Viasat Inc 0.0%
Value ($000) $5 Shares 265 Est. Cost $48.42 Unrealized -40.9%
MHK Mohawk Industries Inc 0.0%
Value ($000) $5 Shares 57 Est. Cost $136.17 Unrealized -26.0%
GPK Graphic Packaging Holding Company 0.0%
Value ($000) $5 Shares 218 Est. Cost $20.24 Unrealized +13.4%
FNF Fidelity National Financial Inc 0.0%
Value ($000) $5 Shares 117 Est. Cost $38.35 Unrealized -7.9%
VWOB Vanguard Emerging Markets Govt Bd Idx Markt Bnd Etf 0.0%
Value ($000) $5 Shares 81 Est. Cost $81.08 Unrealized
NI Nisource Inc Com 0.0%
Value ($000) $5 Shares 193 Est. Cost $25.52 Unrealized -1.9%
PRGO Perrigo Co LTD Shrs 0.0%
Value ($000) $5 Shares 149 Est. Cost $37.48 Unrealized -6.1%
MRVI MARAVAI LIFESCIENCES HOLDINGS INC 0.0%
Value ($000) $5 Shares 474 Est. Cost $14.36 Unrealized -23.5%
VLUE iShares MSCI USA Value Factor ETF 0.0%
Value ($000) $5 Shares 52 Est. Cost $90.81 Unrealized
ENIC Enel Chile S.A. 0.0%
Value ($000) $5 Shares 1,586 Est. Cost $2.89 Unrealized
ALLE Allegion PLC 0.0%
Value ($000) $5 Shares 45 Est. Cost $103.25 Unrealized +5.9%
SSNC Ss&c Technologies Holdings INC Ss And C CORP COMMON 0.0%
Value ($000) $5 Shares 88 Est. Cost $66.04 Unrealized -13.4%
Fleetcor Technologies Inc 0.0%
Value ($000) $5 Shares 18 Est. Cost $256.53 Unrealized
AVUV Avantis US Small Cap Value Etf 0.0%
Value ($000) $5 Shares 58 Est. Cost $41.70 Unrealized
WDC Western Digital Corp Com 0.0%
Value ($000) $5 Shares 99 Est. Cost $39.38 Unrealized -20.2%
URA Global X Uranium ETF 0.0%
Value ($000) $4 Shares 166 Est. Cost $27.04 Unrealized
VST Vistra Corp COMMON 0.0%
Value ($000) $4 Shares 134 Est. Cost $20.62 Unrealized +41.8%
GPN Global Payments Inc 0.0%
Value ($000) $4 Shares 38 Est. Cost $131.06 Unrealized -11.4%
PAVE Global X US Infrastructure Development Etf Infra Dvlpmnt 0.0%
Value ($000) $4 Shares 134 Est. Cost $32.25 Unrealized
NWSA Newscorp LLC Shares Class A 0.0%
Value ($000) $4 Shares 214 Est. Cost $17.29 Unrealized +15.2%
NBIS Yandex Nv CLASS A CORP COMMON 0.0%
Value ($000) $4 Shares 223 Est. Cost $38.02 Unrealized
ADPT ADAPTIVE BIOTECHNOLOGIES CORP COM 0.0%
Value ($000) $4 Shares 772 Est. Cost $8.82 Unrealized -25.0%
HLN Haleon PLC Spon ADS ADR 0.0%
Value ($000) $4 Shares 500 Est. Cost $8.14 Unrealized
FCNCA First Citizens Bancshares Inc Class A 0.0%
Value ($000) $4 Shares 3 Est. Cost $768.01 Unrealized +77.3%
XMMO Invesco S And P Midcap Momentum Etf Momntm 0.0%
Value ($000) $4 Shares 53 Est. Cost $77.70 Unrealized
FEZ SPDR Euro Stoxx 50 Fund 0.0%
Value ($000) $4 Shares 97 Est. Cost $36.29 Unrealized
SHAK Shake Shack Inc Cl A 0.0%
Value ($000) $4 Shares 70 Est. Cost $34.56 Unrealized +105.7%
ACGL Arch Capital Group Ltd 0.0%
Value ($000) $4 Shares 51 Est. Cost $44.21 Unrealized +67.4%
ALLY Ally Financial Inc 0.0%
Value ($000) $4 Shares 152 Est. Cost $33.60 Unrealized -23.8%
DINO HF Sinclair Corp 0.0%
Value ($000) $4 Shares 70 Est. Cost $45.96 Unrealized +6.8%
JMST JPMORGAN Ultra-short Municipal Income Etf Ultra Shrt Muncipl Incm 0.0%
Value ($000) $4 Shares 78 Est. Cost $50.79 Unrealized
CRSP CRISPR THERAPEUTICS AG COM CHF0.03 0.0%
Value ($000) $4 Shares 86 Est. Cost $48.57 Unrealized +6.3%
KRNT KORNIT DIGITAL LTD 0.0%
Value ($000) $4 Shares 174 Est. Cost $22.56 Unrealized +9.2%
GGB Gerdau 0.0%
Value ($000) $4 Shares 808 Est. Cost $4.64 Unrealized
HRL Hormel Foods Corp Common 0.0%
Value ($000) $4 Shares 100 Est. Cost $35.69 Unrealized +1.3%
IAC IAC/InteractiveCorp 0.0%
Value ($000) $4 Shares 75 Est. Cost $78.47 Unrealized -38.2%
EXC Exelon Corp Com 0.0%
Value ($000) $4 Shares 93 Est. Cost $36.04 Unrealized +3.3%
Aegon N V NY Registry Sh 0.0%
Value ($000) $3 Shares 728 Est. Cost $4.12 Unrealized
SPEM Spdr Portfolio Emerging Markets Etf Index Shares Emerg Markt 0.0%
Value ($000) $3 Shares 104 Est. Cost $41.49 Unrealized
ASHR Xtrackers Hvst Csi 300 China A-shs Etf Xtrckr Hrvst Chna A Shr 0.0%
Value ($000) $3 Shares 134 Est. Cost $27.68 Unrealized
FLBR Franklin Templeton ETF TR SHS 0.0%
Value ($000) $3 Shares 188 Est. Cost $18.57 Unrealized
HR Healthcare Com CL A 0.0%
Value ($000) $3 Shares 225 Est. Cost $0.02 Unrealized
VTWO Vanguard Russell 2000 Index ETF 0.0%
Value ($000) $3 Shares 48 Est. Cost $82.04 Unrealized
JPSE JPMorgan Diversified Return U.S. Small Cap Equity ETF 0.0%
Value ($000) $3 Shares 86 Est. Cost $39.90 Unrealized
XSVM Invesco S&p Smallcap Value With Momentum Etf S And P Smlcp Vl 0.0%
Value ($000) $3 Shares 69 Est. Cost $48.14 Unrealized
FOXA Fox Corp CLASS A COMMON 0.0%
Value ($000) $3 Shares 104 Est. Cost $38.56 Unrealized -17.3%
EWC iShares MSCI CDA Indx 0.0%
Value ($000) $3 Shares 90 Est. Cost $30.91 Unrealized
EMBC Embecta Corp 0.0%
Value ($000) $3 Shares 200 Est. Cost $18.97 Unrealized -10.7%
ORI Old Rep Intl Corp Com 0.0%
Value ($000) $3 Shares 111 Est. Cost $19.28 Unrealized +15.8%
KSS Kohls Corp Com 0.0%
Value ($000) $3 Shares 140 Est. Cost $54.01 Unrealized -53.3%
REDFIN CORP 0.0%
Value ($000) $3 Shares 404 Est. Cost $9.06 Unrealized
Invesco Quality Municipal 0.0%
Value ($000) $3 Shares 339 Est. Cost $11.80 Unrealized
JBGS JBG Smith Properties 0.0%
Value ($000) $3 Shares 191 Est. Cost $30.98 Unrealized
OGN Organon & Co 0.0%
Value ($000) $3 Shares 158 Est. Cost $27.48 Unrealized -32.5%
AVDV Avantis International Small Cap Value Etf Internatnl Sml CP Vl 0.0%
Value ($000) $3 Shares 45 Est. Cost $0.07 Unrealized
LUV Southwest Airls Co Com 0.0%
Value ($000) $3 Shares 96 Est. Cost $48.32 Unrealized -36.1%
SPHB Invesco S&p 500 High Beta Etf Invsc S P 0.0%
Value ($000) $3 Shares 37 Est. Cost $76.38 Unrealized
VOD Vodafone Group PLC New Spnsr ADR No Par 0.0%
Value ($000) $3 Shares 272 Est. Cost $22.15 Unrealized
LPX Louisiana-pac Corp Common 0.0%
Value ($000) $2 Shares 44 Est. Cost $68.95 Unrealized -4.8%
GLPI Gaming and Leisure Properties Inc 0.0%
Value ($000) $2 Shares 53 Est. Cost $37.74 Unrealized
BEAM BEAM THERAPEUTICS INC COM 0.0%
Value ($000) $2 Shares 97 Est. Cost $39.47 Unrealized -32.1%
FIS Fidelity National Information Services INC Informatn Svcs CORP COMMON 0.0%
Value ($000) $2 Shares 42 Est. Cost $57.63 Unrealized -5.6%
XLRE Select Sector Spdr Tr Real Estate Select Sectorspdr Fund 0.0%
Value ($000) $2 Shares 67 Est. Cost $29.85 Unrealized
L Loews Corp 0.0%
Value ($000) $2 Shares 36 Est. Cost $60.47 Unrealized +2.3%
ROST Ross Stores Inc Com 0.0%
Value ($000) $2 Shares 20 Est. Cost $91.07 Unrealized +22.8%
TSN Tyson Foods Inc Cl A 0.0%
Value ($000) $2 Shares 44 Est. Cost $49.57 Unrealized -1.3%
DLTR Dollar Tree Inc 0.0%
Value ($000) $2 Shares 20 Est. Cost $141.45 Unrealized -5.3%
NFG National Fuel Gas Co. 0.0%
Value ($000) $2 Shares 39 Est. Cost $55.50 Unrealized -5.1%
AVDE Avantis International Equity Etf 0.0%
Value ($000) $2 Shares 35 Est. Cost $55.00 Unrealized
MOS Mosaic Co New Com 0.0%
Value ($000) $2 Shares 54 Est. Cost $45.38 Unrealized -21.2%
BKLN Invesco Senior Loan Etf Invsc 0.0%
Value ($000) $2 Shares 89 Est. Cost $21.71 Unrealized
BLDR Builders Firstsource Inc 0.0%
Value ($000) $2 Shares 15 Est. Cost $61.32 Unrealized +125.0%
Championx Corp COMMON 0.0%
Value ($000) $2 Shares 50 Est. Cost $20.00 Unrealized
XRAY Dentsply Sirona Inc 0.0%
Value ($000) $2 Shares 50 Est. Cost $60.19 Unrealized -36.8%
BIDU Baidu Com Inc 0.0%
Value ($000) $2 Shares 12 Est. Cost $125.00 Unrealized
EQT Eqt Corp Common 0.0%
Value ($000) $2 Shares 39 Est. Cost $22.99 Unrealized +73.9%
AAP Advance Auto Parts Inc 0.0%
Value ($000) $2 Shares 28 Est. Cost $114.88 Unrealized -44.6%
KN Knowles Corporation 0.0%
Value ($000) $1 Shares 100 Est. Cost $18.28 Unrealized -10.3%
CNH CNH Industries NV 0.0%
Value ($000) $1 Shares 117 Est. Cost $13.98 Unrealized -6.6%
ATI Allegheny Technologies Inc 0.0%
Value ($000) $1 Shares 34 Est. Cost $16.25 Unrealized +173.5%
OPTU Altice USA Inc 0.0%
Value ($000) $1 Shares 357 Est. Cost $13.36 Unrealized -75.9%
JAZZ Jazz Pharmaceuticals PLC 0.0%
Value ($000) $1 Shares 9 Est. Cost $133.25 Unrealized 0.0%
DISH Network Corp Cl A 0.0%
Value ($000) $1 Shares 189 Est. Cost $23.35 Unrealized
GNL Global Net Lease Inc 0.0%
Value ($000) $1 Shares 90 Est. Cost $9.59 Unrealized
ONL Orion Office REIT Inc 0.0%
Value ($000) $1 Shares 160 Est. Cost $12.50 Unrealized
BHF Brighthouse Finl Inc Common 0.0%
Value ($000) $1 Shares 17 Est. Cost $39.02 Unrealized +27.3%
ASIX Advansix INC CORP COMMON 0.0%
Value ($000) $1 Shares 20 Est. Cost $25.37 Unrealized +28.3%
AA Alcoa Corp Common 0.0%
Value ($000) $0 Shares 13 Est. Cost $30.43 Unrealized 0.0%
LEN/B Lennar Corp Class B 0.0%
Value ($000) $0 Shares 2 Est. Cost $29.64 Unrealized +237.7%