Bogart Wealth, LLC Diversified Active

CIK: 0001715740 · Show all filings

Period: Q1 2021 (← Previous) (Next →)

Filing Date: Apr 16, 2021

Total Value ($000): $717,885 (100.0% shares, 0.0% debt)

Holdings (646)

XOM EXXON MOBIL CORP COM 10.2%
Value ($000) $73,559 Shares 1,317,555 Est. Cost $44.12 Unrealized -1.8%
VOO VANGUARD S&P 500 ETF 8.0%
Value ($000) $57,092 Shares 156,716 Est. Cost $253.56 Unrealized
VOE VANGUARD MID-CAP VALUE INDEX FUND 6.2%
Value ($000) $44,338 Shares 328,749 Est. Cost $129.49 Unrealized
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 5.8%
Value ($000) $41,906 Shares 668,353 Est. Cost $56.52 Unrealized
FIXD FIRST TRUST TCW OPPORTUNISTIC FIXED INCOME ETF 5.1%
Value ($000) $36,392 Shares 688,851 Est. Cost $53.05 Unrealized
VGK VANGUARD FTSE EUROPE ETF 4.4%
Value ($000) $31,489 Shares 499,818 Est. Cost $58.55 Unrealized
CMBS ISHARES CMBS ETF 4.1%
Value ($000) $29,355 Shares 545,024 Est. Cost $53.86 Unrealized
BND VANGUARD TOTAL BOND MARKET INDEX FUND 4.0%
Value ($000) $28,641 Shares 338,067 Est. Cost $84.52 Unrealized
MBB ISHARES MBS ETF 3.6%
Value ($000) $25,747 Shares 237,476 Est. Cost $108.42 Unrealized
ACWI ISHARES MSCI ACWI INDEX FUND 2.9%
Value ($000) $20,601 Shares 216,510 Est. Cost $67.50 Unrealized
FLQL FRANKLIN LIBERTYQ U.S. EQUITY ETF 2.9%
Value ($000) $20,500 Shares 511,736 Est. Cost $29.52 Unrealized
AAXJ ISHARES MSCI ALL COUNTRY ASIA EX JAPAN INDEX FUND 2.2%
Value ($000) $15,761 Shares 170,091 Est. Cost $71.64 Unrealized
IJR ISHARES S&P SMALL-CAP FUND 2.1%
Value ($000) $15,180 Shares 139,873 Est. Cost $108.48 Unrealized
ICSH BLACKROCK ULTRA SHORT-TERM BOND ETF 1.2%
Value ($000) $8,675 Shares 171,711 Est. Cost $50.33 Unrealized
FLCB FRANKLIN LIBERTY U.S. CORE BOND ETF 1.1%
Value ($000) $8,205 Shares 325,860 Est. Cost $25.29 Unrealized
MSFT MICROSOFT CORP COM 0.8%
Value ($000) $6,041 Shares 25,624 Est. Cost $141.63 Unrealized +57.4%
AAPL APPLE INC COM 0.8%
Value ($000) $5,726 Shares 46,877 Est. Cost $94.25 Unrealized +32.7%
IEFA ISHARES CORE MSCI EAFE ETF 0.8%
Value ($000) $5,643 Shares 78,316 Est. Cost $61.54 Unrealized
VZ VERIZON COMMUNICATIONS INC COM 0.7%
Value ($000) $5,143 Shares 88,439 Est. Cost $37.24 Unrealized +13.5%
ABBV ABBVIE INC COM 0.7%
Value ($000) $4,911 Shares 45,377 Est. Cost $62.34 Unrealized +42.6%
CAT CATERPILLAR INC COM 0.7%
Value ($000) $4,868 Shares 20,996 Est. Cost $94.10 Unrealized +101.0%
CCI CROWN CASTLE INTL CORP NEW COM 0.7%
Value ($000) $4,833 Shares 28,077 Est. Cost $95.01 Unrealized +34.0%
LMT LOCKHEED MARTIN CORP COM 0.7%
Value ($000) $4,770 Shares 12,908 Est. Cost $253.23 Unrealized +18.5%
KEY KEYCORP COM 0.7%
Value ($000) $4,729 Shares 236,667 Est. Cost $13.03 Unrealized +16.9%
CVS CVS HEALTH CORP COM 0.6%
Value ($000) $4,613 Shares 61,324 Est. Cost $52.67 Unrealized +18.3%
PEP PEPSICO INC COM 0.6%
Value ($000) $4,581 Shares 32,383 Est. Cost $115.99 Unrealized +1.7%
CSCO CISCO SYS INC COM 0.6%
Value ($000) $4,527 Shares 87,546 Est. Cost $32.21 Unrealized +26.1%
D DOMINION ENERGY INC COM 0.6%
Value ($000) $4,497 Shares 59,202 Est. Cost $58.61 Unrealized -0.2%
DLR DIGITAL RLTY TR INC COM 0.6%
Value ($000) $4,469 Shares 31,734 Est. Cost $92.13 Unrealized +26.4%
DUK DUKE ENERGY CORP NEW COM NEW 0.6%
Value ($000) $4,392 Shares 45,494 Est. Cost $63.77 Unrealized +18.3%
MS MORGAN STANLEY COM NEW 0.6%
Value ($000) $4,369 Shares 56,255 Est. Cost $45.94 Unrealized +42.7%
BLACKROCK INC COM 0.6%
Value ($000) $4,320 Shares 5,729 Est. Cost $468.92 Unrealized
IBM INTERNATIONAL BUSINESS MACHS COM 0.6%
Value ($000) $4,303 Shares 32,293 Est. Cost $92.83 Unrealized +5.6%
MO ALTRIA GROUP INC COM 0.6%
Value ($000) $4,286 Shares 83,783 Est. Cost $31.82 Unrealized -4.4%
V VISA INC COM CL A 0.6%
Value ($000) $4,219 Shares 19,928 Est. Cost $177.96 Unrealized +14.2%
CVX CHEVRON CORP NEW COM 0.6%
Value ($000) $4,143 Shares 39,538 Est. Cost $78.13 Unrealized +1.9%
BCE BCE INC COM NEW 0.6%
Value ($000) $4,110 Shares 91,052 Est. Cost $28.38 Unrealized +10.9%
QQQ INVESCO QQQ TRUST 0.6%
Value ($000) $4,014 Shares 12,577 Est. Cost $221.20 Unrealized
PNC PNC FINL SVCS GROUP INC COM 0.6%
Value ($000) $3,996 Shares 22,783 Est. Cost $116.06 Unrealized +19.4%
GILD GILEAD SCIENCES INC COM 0.5%
Value ($000) $3,905 Shares 60,422 Est. Cost $52.38 Unrealized +1.9%
QSR RESTAURANT BRANDS INTL INC COM 0.5%
Value ($000) $3,884 Shares 59,749 Est. Cost $61.98 Unrealized 0.0%
PFE PFIZER INC COM 0.5%
Value ($000) $3,747 Shares 103,434 Est. Cost $27.09 Unrealized +3.5%
EFG ISHARES MSCI EAFE GROWTH ETF 0.5%
Value ($000) $3,468 Shares 34,519 Est. Cost $84.77 Unrealized
AMZN AMAZON COM INC COM 0.5%
Value ($000) $3,326 Shares 1,075 Est. Cost $113.59 Unrealized +39.5%
GOOGL ALPHABET INC CAP STK CL A 0.5%
Value ($000) $3,292 Shares 1,596 Est. Cost $73.29 Unrealized +33.7%
AMGN AMGEN INC COM 0.4%
Value ($000) $3,090 Shares 12,417 Est. Cost $172.71 Unrealized +18.5%
META FACEBOOK INC CL A 0.3%
Value ($000) $2,473 Shares 8,396 Est. Cost $222.60 Unrealized +20.1%
JNJ JOHNSON & JOHNSON COM 0.3%
Value ($000) $2,414 Shares 14,688 Est. Cost $111.32 Unrealized +26.5%
DHR DANAHER CORPORATION COM 0.3%
Value ($000) $2,299 Shares 10,214 Est. Cost $164.70 Unrealized +20.6%
AMAT APPLIED MATLS INC COM 0.3%
Value ($000) $2,284 Shares 17,096 Est. Cost $60.48 Unrealized +74.8%
ACTIVISION BLIZZARD INC COM 0.3%
Value ($000) $2,267 Shares 24,372 Est. Cost $71.61 Unrealized
HD HOME DEPOT INC COM 0.3%
Value ($000) $2,257 Shares 7,394 Est. Cost $196.02 Unrealized +24.7%
HYLB X-TRACKERS USD HIGH YIELD CORPORATE BOND ETF 0.3%
Value ($000) $2,201 Shares 44,035 Est. Cost $50.09 Unrealized
NKE NIKE INC CL B 0.3%
Value ($000) $2,183 Shares 16,426 Est. Cost $96.70 Unrealized +34.0%
SCHE SCHWAB EMERGING MARKETS EQUITY ETF 0.3%
Value ($000) $2,168 Shares 68,212 Est. Cost $25.49 Unrealized
SCHM SCHWAB U.S. MID-CAP ETF 0.3%
Value ($000) $2,162 Shares 29,050 Est. Cost $63.18 Unrealized
IJH ISHARES S&P MIDCAP FUND 0.3%
Value ($000) $2,144 Shares 8,237 Est. Cost $197.45 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED COM 0.3%
Value ($000) $2,142 Shares 4,506 Est. Cost $301.67 Unrealized +54.9%
MA MASTERCARD INCORPORATED CL A 0.3%
Value ($000) $2,115 Shares 5,940 Est. Cost $279.00 Unrealized +21.7%
SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF 0.3%
Value ($000) $2,094 Shares 16,136 Est. Cost $104.91 Unrealized
STZ CONSTELLATION BRANDS INC CL A 0.3%
Value ($000) $2,073 Shares 9,091 Est. Cost $177.84 Unrealized +17.0%
SCHB SCHWAB U.S. BROAD MARKET ETF 0.3%
Value ($000) $2,033 Shares 21,017 Est. Cost $63.86 Unrealized
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.3%
Value ($000) $2,012 Shares 8,874 Est. Cost $212.30 Unrealized
CRM SALESFORCE COM INC COM 0.3%
Value ($000) $1,988 Shares 9,385 Est. Cost $191.31 Unrealized +15.0%
MCD MCDONALDS CORP COM 0.3%
Value ($000) $1,928 Shares 8,603 Est. Cost $179.94 Unrealized +6.3%
SCHV SCHWAB U.S. LARGE-CAP VALUE ETF 0.3%
Value ($000) $1,910 Shares 29,255 Est. Cost $53.40 Unrealized
IHI ISHARES U.S. MEDICAL DEVICES ETF 0.3%
Value ($000) $1,904 Shares 5,762 Est. Cost $181.34 Unrealized
RPV INVESCO S&P 500 PURE VALUE ETF 0.3%
Value ($000) $1,870 Shares 25,270 Est. Cost $48.19 Unrealized
TXN TEXAS INSTRS INC COM 0.3%
Value ($000) $1,864 Shares 9,861 Est. Cost $100.82 Unrealized +50.1%
NEE NEXTERA ENERGY INC COM 0.3%
Value ($000) $1,835 Shares 24,266 Est. Cost $60.43 Unrealized +13.9%
SBUX STARBUCKS CORP COM 0.3%
Value ($000) $1,831 Shares 16,759 Est. Cost $79.14 Unrealized +18.8%
SCHZ SCHWAB US AGGREGATE BOND ETF 0.3%
Value ($000) $1,824 Shares 33,812 Est. Cost $54.07 Unrealized
JPM JPMORGAN CHASE & CO COM 0.3%
Value ($000) $1,823 Shares 11,977 Est. Cost $105.14 Unrealized +21.0%
RY ROYAL BK CDA COM 0.3%
Value ($000) $1,819 Shares 19,732 Est. Cost $87.04 Unrealized 0.0%
KO COCA COLA CO COM 0.2%
Value ($000) $1,753 Shares 33,254 Est. Cost $38.63 Unrealized +12.3%
UNH UNITEDHEALTH GROUP INC COM 0.2%
Value ($000) $1,723 Shares 4,630 Est. Cost $238.01 Unrealized +34.3%
GS GOLDMAN SACHS GROUP INC COM 0.2%
Value ($000) $1,693 Shares 5,176 Est. Cost $203.29 Unrealized +36.2%
DIS DISNEY WALT CO COM 0.2%
Value ($000) $1,670 Shares 9,052 Est. Cost $129.89 Unrealized +38.7%
SCZ ISHARES MSCI EAFE SMALL-CAP ETF 0.2%
Value ($000) $1,662 Shares 23,137 Est. Cost $58.25 Unrealized
GD GENERAL DYNAMICS CORP COM 0.2%
Value ($000) $1,623 Shares 8,938 Est. Cost $147.86 Unrealized -0.6%
MMM 3M CO COM 0.2%
Value ($000) $1,619 Shares 8,403 Est. Cost $125.79 Unrealized -0.6%
MET METLIFE INC COM 0.2%
Value ($000) $1,605 Shares 26,401 Est. Cost $36.76 Unrealized +29.5%
MDT MEDTRONIC PLC SHS 0.2%
Value ($000) $1,594 Shares 13,491 Est. Cost $81.13 Unrealized +25.4%
EL LAUDER ESTEE COS INC CL A 0.2%
Value ($000) $1,594 Shares 5,480 Est. Cost $186.83 Unrealized +36.5%
ZENDESK INC COM 0.2%
Value ($000) $1,586 Shares 11,961 Est. Cost $96.59 Unrealized
TFC TRUIST FINL CORP COM 0.2%
Value ($000) $1,561 Shares 26,772 Est. Cost $39.56 Unrealized +10.1%
MELI MERCADOLIBRE INC COM 0.2%
Value ($000) $1,549 Shares 1,052 Est. Cost $1001.60 Unrealized +69.4%
UBER UBER TECHNOLOGIES INC COM 0.2%
Value ($000) $1,543 Shares 28,298 Est. Cost $39.16 Unrealized +42.5%
IMAX IMAX CORP COM 0.2%
Value ($000) $1,468 Shares 73,058 Est. Cost $14.90 Unrealized +33.8%
PANW PALO ALTO NETWORKS INC COM 0.2%
Value ($000) $1,465 Shares 4,549 Est. Cost $43.47 Unrealized +36.7%
XEL XCEL ENERGY INC COM 0.2%
Value ($000) $1,444 Shares 21,705 Est. Cost $56.55 Unrealized -4.5%
KBWY INVESCO KBW PREMIUM YIELD EQUITY REIT ETF 0.2%
Value ($000) $1,430 Shares 63,796 Est. Cost $22.42 Unrealized
SCHA SCHWAB U.S. SMALL-CAP ETF 0.2%
Value ($000) $1,411 Shares 14,154 Est. Cost $79.63 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.2%
Value ($000) $1,390 Shares 5,720 Est. Cost $161.95 Unrealized
COST COSTCO WHSL CORP NEW COM 0.2%
Value ($000) $1,366 Shares 3,876 Est. Cost $280.12 Unrealized +17.7%
DG DOLLAR GEN CORP NEW COM 0.2%
Value ($000) $1,353 Shares 6,677 Est. Cost $152.43 Unrealized +21.0%
SHOP SHOPIFY INC CL A 0.2%
Value ($000) $1,296 Shares 1,171 Est. Cost $106.85 Unrealized +13.1%
DOCU DOCUSIGN INC COM 0.2%
Value ($000) $1,151 Shares 5,684 Est. Cost $231.90 Unrealized 0.0%
ZM ZOOM VIDEO COMMUNICATIONS INC CL A 0.2%
Value ($000) $1,145 Shares 3,565 Est. Cost $415.90 Unrealized -11.5%
IDV ISHARES INTERNATIONAL SELECT DIVIDEND ETF 0.2%
Value ($000) $1,127 Shares 35,797 Est. Cost $32.91 Unrealized
BNS BANK NOVA SCOTIA B C COM 0.1%
Value ($000) $919 Shares 14,685 Est. Cost $44.07 Unrealized +1.6%
KRE SPDR S&P REGIONAL BANKING ETF 0.1%
Value ($000) $905 Shares 13,640 Est. Cost $66.35 Unrealized
VNLA JANUS HENDERSON SHORT DURATION INCOME ETF 0.1%
Value ($000) $703 Shares 14,014 Est. Cost $50.23 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 0.1%
Value ($000) $654 Shares 4,317 Est. Cost $102.86 Unrealized
ORCL ORACLE CORP COM 0.1%
Value ($000) $652 Shares 9,287 Est. Cost $34.36 Unrealized +76.4%
CL COLGATE PALMOLIVE CO COM 0.1%
Value ($000) $550 Shares 6,975 Est. Cost $62.43 Unrealized +12.1%
EFAV ISHARES MSCI EAFE MIN VOL FACTOR ETF 0.1%
Value ($000) $548 Shares 7,505 Est. Cost $62.09 Unrealized
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.1%
Value ($000) $428 Shares 11,364 Est. Cost $34.43 Unrealized
HEDJ WISDOMTREE EUROPE HEDGED EQUITY FUND 0.1%
Value ($000) $405 Shares 5,568 Est. Cost $54.11 Unrealized
ETN EATON CORP PLC SHS 0.1%
Value ($000) $398 Shares 2,880 Est. Cost $95.16 Unrealized +25.0%
VTI VANGUARD TOTAL STOCK MARKET INDEX FUND 0.1%
Value ($000) $386 Shares 1,867 Est. Cost $149.71 Unrealized
T AT&T INC COM 0.1%
Value ($000) $374 Shares 12,359 Est. Cost $15.84 Unrealized +1.9%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $354 Shares 5,503 Est. Cost $40.79 Unrealized
GSY INVESCO ULTRA SHORT DURATION ETF 0.0%
Value ($000) $354 Shares 7,003 Est. Cost $50.44 Unrealized
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.0%
Value ($000) $348 Shares 3,061 Est. Cost $106.52 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.0%
Value ($000) $343 Shares 1,342 Est. Cost $197.17 Unrealized +23.2%
DE DEERE & CO COM 0.0%
Value ($000) $337 Shares 900 Est. Cost $300.39 Unrealized +2.4%
ROYAL DUTCH SHELL PLC SPON ADR B 0.0%
Value ($000) $331 Shares 8,994 Est. Cost $49.66 Unrealized
CWB SPDR BLOOMBERG BARCLAYS CONVERTIBLE SECURITIES ETF 0.0%
Value ($000) $326 Shares 3,913 Est. Cost $47.14 Unrealized
MRK MERCK & CO. INC COM 0.0%
Value ($000) $315 Shares 4,080 Est. Cost $48.45 Unrealized +30.2%
PG PROCTER AND GAMBLE CO COM 0.0%
Value ($000) $302 Shares 2,227 Est. Cost $84.01 Unrealized +37.7%
ROYAL DUTCH SHELL PLC SPONS ADR A 0.0%
Value ($000) $299 Shares 7,628 Est. Cost $45.84 Unrealized
RSPT INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF 0.0%
Value ($000) $287 Shares 1,063 Est. Cost $268.90 Unrealized
INTC INTEL CORP COM 0.0%
Value ($000) $285 Shares 4,447 Est. Cost $35.54 Unrealized +52.2%
JPST JPMORGAN ULTRA-SHORT INCOME ETF 0.0%
Value ($000) $281 Shares 5,527 Est. Cost $50.61 Unrealized
MRNA MODERNA INC COM 0.0%
Value ($000) $279 Shares 2,130 Est. Cost $144.50 Unrealized +0.3%
LOW LOWES COS INC COM 0.0%
Value ($000) $278 Shares 1,463 Est. Cost $100.17 Unrealized +56.7%
EPD ENTERPRISE PRODS PARTNERS L P COM 0.0%
Value ($000) $278 Shares 12,623 Est. Cost $24.03 Unrealized
BA BOEING CO COM 0.0%
Value ($000) $268 Shares 1,052 Est. Cost $245.03 Unrealized -9.3%
SPY SPDR S&P 500 ETF 0.0%
Value ($000) $223 Shares 563 Est. Cost $231.50 Unrealized
BMO BANK MONTREAL QUE COM 0.0%
Value ($000) $213 Shares 2,391 Est. Cost $50.67 Unrealized +31.9%
SCHO SCHWAB SHORT-TERM U.S. TREASURY ETF 0.0%
Value ($000) $211 Shares 4,120 Est. Cost $50.29 Unrealized
SPLUNK INC COM 0.0%
Value ($000) $210 Shares 1,549 Est. Cost $135.57 Unrealized
NEAR BLACKROCK SHORT MATURITY BOND ETF 0.0%
Value ($000) $200 Shares 3,982 Est. Cost $50.23 Unrealized
QCOM QUALCOMM INC COM 0.0%
Value ($000) $192 Shares 1,448 Est. Cost $51.84 Unrealized +150.2%
BX BLACKSTONE GROUP INC COM 0.0%
Value ($000) $190 Shares 2,551 Est. Cost $38.05 Unrealized +54.0%
EW EDWARDS LIFESCIENCES CORP COM 0.0%
Value ($000) $179 Shares 2,136 Est. Cost $64.82 Unrealized +30.4%
WELL WELLTOWER INC COM 0.0%
Value ($000) $175 Shares 2,442 Est. Cost $55.55 Unrealized +6.3%
HSY HERSHEY CO COM 0.0%
Value ($000) $174 Shares 1,102 Est. Cost $117.69 Unrealized +13.9%
WMT WALMART INC COM 0.0%
Value ($000) $172 Shares 1,263 Est. Cost $27.82 Unrealized +55.7%
ACWV ISHARES MSCI GLOBAL MIN VOL FACTOR ETF 0.0%
Value ($000) $166 Shares 1,686 Est. Cost $80.34 Unrealized
IVV ISHARES CORE S&P 500 ETF 0.0%
Value ($000) $162 Shares 407 Est. Cost $382.73 Unrealized
SEAGATE TECHNOLOGY PLC SHS 0.0%
Value ($000) $161 Shares 2,100 Est. Cost $33.81 Unrealized
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 0.0%
Value ($000) $157 Shares 1,710 Est. Cost $91.81 Unrealized
IWP ISHARES RUSSELL MID-CAP GROWTH ETF 0.0%
Value ($000) $151 Shares 1,478 Est. Cost $106.42 Unrealized
LMBS FIRST TRUST LOW DURATION MORTGAGE OPPORTUNITIES ETF 0.0%
Value ($000) $149 Shares 2,923 Est. Cost $52.00 Unrealized
LGLV SPDR SSGA US LARGE CAP LOW VOLATILITY INDEX ETF 0.0%
Value ($000) $148 Shares 1,179 Est. Cost $108.89 Unrealized
BMY BRISTOL-MYERS SQUIBB CO COM 0.0%
Value ($000) $147 Shares 2,332 Est. Cost $45.92 Unrealized +11.1%
ROKU ROKU INC COM CL A 0.0%
Value ($000) $144 Shares 441 Est. Cost $107.76 Unrealized +263.7%
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value ($000) $142 Shares 1,677 Est. Cost $50.20 Unrealized +34.4%
BAC BK OF AMERICA CORP COM 0.0%
Value ($000) $139 Shares 3,582 Est. Cost $22.30 Unrealized +37.4%
SWK STANLEY BLACK & DECKER INC COM 0.0%
Value ($000) $137 Shares 685 Est. Cost $116.70 Unrealized +31.9%
ISHARES MSCI FRONTIER AND SELECT EM ETF 0.0%
Value ($000) $134 Shares 4,538 Est. Cost $25.28 Unrealized
XBI SPDR S&P BIOTECH ETF 0.0%
Value ($000) $130 Shares 957 Est. Cost $135.95 Unrealized
PRU PRUDENTIAL FINL INC COM 0.0%
Value ($000) $129 Shares 1,418 Est. Cost $52.35 Unrealized +29.5%
XLG INVESCO S&P 500 TOP 50 ETF 0.0%
Value ($000) $126 Shares 425 Est. Cost $296.47 Unrealized
PGF INVESCO FINANCIAL PREFERRED ETF 0.0%
Value ($000) $124 Shares 6,578 Est. Cost $17.82 Unrealized
ENB ENBRIDGE INC COM 0.0%
Value ($000) $116 Shares 3,184 Est. Cost $22.59 Unrealized +13.1%
FLR FLUOR CORP NEW COM 0.0%
Value ($000) $115 Shares 5,000 Est. Cost $10.52 Unrealized +84.7%
GLD SPDR GOLD SHARES 0.0%
Value ($000) $115 Shares 716 Est. Cost $133.76 Unrealized
IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $112 Shares 2,042 Est. Cost $52.82 Unrealized
RSPH INVESCO S&P 500 EQUAL WEIGHT HEALTH CARE ETF 0.0%
Value ($000) $110 Shares 408 Est. Cost $269.61 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND 0.0%
Value ($000) $110 Shares 749 Est. Cost $103.40 Unrealized
MCHP MICROCHIP TECHNOLOGY INC. COM 0.0%
Value ($000) $110 Shares 710 Est. Cost $35.91 Unrealized +88.0%
AMLP ALERIAN MLP ETF 0.0%
Value ($000) $108 Shares 3,526 Est. Cost $24.66 Unrealized
VPL VANGUARD FTSE PACIFIC ETF 0.0%
Value ($000) $107 Shares 1,311 Est. Cost $77.89 Unrealized
MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND 0.0%
Value ($000) $103 Shares 1,014 Est. Cost $101.88 Unrealized
USIG ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $101 Shares 1,719 Est. Cost $56.71 Unrealized
VB VANGUARD SMALL-CAP INDEX FUND 0.0%
Value ($000) $100 Shares 466 Est. Cost $160.64 Unrealized
SO SOUTHERN CO COM 0.0%
Value ($000) $99 Shares 1,589 Est. Cost $33.82 Unrealized +47.4%
NUVEEN MUNICIPAL CREDIT INC FD COM SH BEN INT 0.0%
Value ($000) $97 Shares 5,974 Est. Cost $15.23 Unrealized
ESGU ISHARES ESG AWARE MSCI USA ETF 0.0%
Value ($000) $97 Shares 1,072 Est. Cost $90.49 Unrealized
ALGN ALIGN TECHNOLOGY INC COM 0.0%
Value ($000) $93 Shares 172 Est. Cost $255.82 Unrealized +116.1%
ET ENERGY TRANSFER L P COM UT LTD PTN 0.0%
Value ($000) $92 Shares 12,004 Est. Cost $12.56 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP COM 0.0%
Value ($000) $89 Shares 1,153 Est. Cost $57.11 Unrealized +14.2%
VTR VENTAS INC COM 0.0%
Value ($000) $87 Shares 1,622 Est. Cost $42.86 Unrealized +0.9%
WDIV SPDR S&P GLOBAL DIVIDEND ETF 0.0%
Value ($000) $87 Shares 1,312 Est. Cost $66.31 Unrealized
BXMT BLACKSTONE MTG TR INC COM CL A 0.0%
Value ($000) $87 Shares 2,802 Est. Cost $37.12 Unrealized
IGM ISHARES EXPANDED TECH SECTOR ETF 0.0%
Value ($000) $87 Shares 240 Est. Cost $159.84 Unrealized
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 0.0%
Value ($000) $87 Shares 1,996 Est. Cost $68.22 Unrealized
SPYD SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF 0.0%
Value ($000) $87 Shares 2,251 Est. Cost $38.65 Unrealized
PM PHILIP MORRIS INTL INC COM 0.0%
Value ($000) $86 Shares 973 Est. Cost $61.80 Unrealized +8.1%
VFH VANGUARD FINANCIALS INDEX FUND 0.0%
Value ($000) $86 Shares 1,023 Est. Cost $84.07 Unrealized
FTSM FIRST TRUST ENHANCED SHORT MATURITY ETF 0.0%
Value ($000) $86 Shares 1,433 Est. Cost $59.85 Unrealized
VTWO VANGUARD RUSSELL 2000 ETF 0.0%
Value ($000) $85 Shares 479 Est. Cost $177.45 Unrealized
VDE VANGUARD ENERGY INDEX FUND 0.0%
Value ($000) $85 Shares 1,244 Est. Cost $68.33 Unrealized
CMP COMPASS MINERALS INTL INC COM 0.0%
Value ($000) $85 Shares 1,350 Est. Cost $56.59 Unrealized +5.3%
VHT VANGUARD HEALTH CARE INDEX FUND 0.0%
Value ($000) $84 Shares 366 Est. Cost $154.57 Unrealized
KKR KKR & CO INC COM 0.0%
Value ($000) $83 Shares 1,702 Est. Cost $26.76 Unrealized +60.2%
IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF 0.0%
Value ($000) $82 Shares 642 Est. Cost $141.03 Unrealized
ARKK ARK INNOVATION ETF 0.0%
Value ($000) $81 Shares 672 Est. Cost $99.81 Unrealized
MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF 0.0%
Value ($000) $81 Shares 500 Est. Cost $130.45 Unrealized
APD AIR PRODS & CHEMS INC COM 0.0%
Value ($000) $80 Shares 286 Est. Cost $248.42 Unrealized -3.3%
KR KROGER CO COM 0.0%
Value ($000) $78 Shares 2,159 Est. Cost $30.78 Unrealized +0.1%
XYZ SQUARE INC CL A 0.0%
Value ($000) $78 Shares 345 Est. Cost $70.73 Unrealized +230.7%
KMI KINDER MORGAN INC DEL COM 0.0%
Value ($000) $77 Shares 4,639 Est. Cost $11.55 Unrealized +0.1%
GIS GENERAL MLS INC COM 0.0%
Value ($000) $77 Shares 1,261 Est. Cost $44.79 Unrealized +9.3%
RPG INVESCO S&P 500 PURE GROWTH ETF 0.0%
Value ($000) $76 Shares 461 Est. Cost $164.86 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.0%
Value ($000) $76 Shares 1,469 Est. Cost $33.59 Unrealized
FDL FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND 0.0%
Value ($000) $75 Shares 2,294 Est. Cost $29.02 Unrealized
GLAXOSMITHKLINE PLC SPONSORED ADR 0.0%
Value ($000) $72 Shares 2,007 Est. Cost $39.54 Unrealized
BIV VANGUARD INTERMEDIATE-TERM BOND INDEX FUND 0.0%
Value ($000) $70 Shares 788 Est. Cost $84.68 Unrealized
VO VANGUARD MID-CAP INDEX FUND 0.0%
Value ($000) $70 Shares 315 Est. Cost $184.48 Unrealized
MLPA GLOBAL X MLP ETF 0.0%
Value ($000) $68 Shares 2,067 Est. Cost $27.09 Unrealized
MPLX MPLX LP COM UNIT REP LTD 0.0%
Value ($000) $66 Shares 2,576 Est. Cost $21.35 Unrealized
NSC NORFOLK SOUTHN CORP COM 0.0%
Value ($000) $66 Shares 245 Est. Cost $228.85 Unrealized 0.0%
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $66 Shares 1,940 Est. Cost $30.73 Unrealized
FDX FEDEX CORP COM 0.0%
Value ($000) $66 Shares 234 Est. Cost $190.04 Unrealized +23.2%
MRSH MARSH & MCLENNAN COS INC COM 0.0%
Value ($000) $64 Shares 525 Est. Cost $105.63 Unrealized +1.3%
VUG VANGUARD GROWTH INDEX FUND 0.0%
Value ($000) $61 Shares 239 Est. Cost $227.51 Unrealized
IVW ISHARES S&P 500 GROWTH ETF 0.0%
Value ($000) $61 Shares 931 Est. Cost $65.52 Unrealized
TSLA TESLA INC COM 0.0%
Value ($000) $61 Shares 91 Est. Cost $182.91 Unrealized +37.3%
QTEC FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND 0.0%
Value ($000) $61 Shares 423 Est. Cost $77.17 Unrealized
UAL UNITED AIRLS HLDGS INC COM 0.0%
Value ($000) $60 Shares 1,051 Est. Cost $50.45 Unrealized -3.2%
ED CONSOLIDATED EDISON INC COM 0.0%
Value ($000) $60 Shares 800 Est. Cost $58.47 Unrealized +1.1%
BLACKROCK ENHANCD CAP & INM FD COM 0.0%
Value ($000) $60 Shares 3,100 Est. Cost $17.10 Unrealized
GENERAL ELECTRIC CO COM 0.0%
Value ($000) $60 Shares 4,594 Est. Cost $19.39 Unrealized
GABELLI DIVID & INCOME TR COM 0.0%
Value ($000) $60 Shares 2,510 Est. Cost $20.27 Unrealized
MEDALLIA INC COM 0.0%
Value ($000) $59 Shares 2,108 Est. Cost $21.11 Unrealized
ABT ABBOTT LABS COM 0.0%
Value ($000) $59 Shares 489 Est. Cost $108.63 Unrealized 0.0%
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $59 Shares 1,521 Est. Cost $37.77 Unrealized -16.3%
VTV VANGUARD VALUE INDEX FUND 0.0%
Value ($000) $57 Shares 434 Est. Cost $107.91 Unrealized
CBRE CBRE GROUP INC CL A 0.0%
Value ($000) $56 Shares 703 Est. Cost $60.29 Unrealized +17.3%
ISTB ISHARES CORE 1-5 YEAR USD BOND ETF 0.0%
Value ($000) $55 Shares 1,067 Est. Cost $49.60 Unrealized
ADP AUTOMATIC DATA PROCESSING INC COM 0.0%
Value ($000) $55 Shares 294 Est. Cost $137.48 Unrealized +13.9%
TMO THERMO FISHER SCIENTIFIC INC COM 0.0%
Value ($000) $53 Shares 117 Est. Cost $177.07 Unrealized +166.1%
TRP TC ENERGY CORP COM 0.0%
Value ($000) $52 Shares 1,140 Est. Cost $34.25 Unrealized +0.5%
CEF SPROTT PHYSICAL GOLD & SILVER TR UNIT 0.0%
Value ($000) $52 Shares 3,000 Est. Cost $17.33 Unrealized
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $50 Shares 2,046 Est. Cost $23.94 Unrealized
AOM ISHARES MODERATE ALLOCATION FUND 0.0%
Value ($000) $50 Shares 1,150 Est. Cost $43.48 Unrealized
YUMC YUM CHINA HLDGS INC COM 0.0%
Value ($000) $50 Shares 843 Est. Cost $39.67 Unrealized +50.7%
IVE ISHARES S&P 500 VALUE ETF 0.0%
Value ($000) $49 Shares 346 Est. Cost $138.31 Unrealized
VGT VANGUARD INFORMATION TECHNOLOGY INDEX FUND 0.0%
Value ($000) $48 Shares 135 Est. Cost $309.07 Unrealized
ADI ANALOG DEVICES INC COM 0.0%
Value ($000) $46 Shares 297 Est. Cost $132.86 Unrealized +6.2%
UNP UNION PAC CORP COM 0.0%
Value ($000) $45 Shares 202 Est. Cost $106.60 Unrealized +76.4%
MLM MARTIN MARIETTA MATLS INC COM 0.0%
Value ($000) $45 Shares 134 Est. Cost $185.51 Unrealized +67.0%
VOD VODAFONE GROUP PLC NEW SPONSORED ADR 0.0%
Value ($000) $44 Shares 2,400 Est. Cost $18.33 Unrealized
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $42 Shares 458 Est. Cost $85.07 Unrealized
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 0.0%
Value ($000) $41 Shares 338 Est. Cost $121.30 Unrealized
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.0%
Value ($000) $41 Shares 137 Est. Cost $299.27 Unrealized
ISHARES IBONDS DEC 2024 TERM MUNI BOND ETF 0.0%
Value ($000) $41 Shares 1,506 Est. Cost $27.22 Unrealized
ISHARES IBONDS DEC 2023 TERM MUNI BOND ETF 0.0%
Value ($000) $40 Shares 1,520 Est. Cost $26.32 Unrealized
NUVEEN NEW YORK AMT QLT MUNICP COM 0.0%
Value ($000) $39 Shares 2,853 Est. Cost $13.02 Unrealized
AFL AFLAC INC COM 0.0%
Value ($000) $39 Shares 759 Est. Cost $42.88 Unrealized 0.0%
ES EVERSOURCE ENERGY COM 0.0%
Value ($000) $39 Shares 455 Est. Cost $64.83 Unrealized +8.4%
NFLX NETFLIX INC COM 0.0%
Value ($000) $39 Shares 75 Est. Cost $35.88 Unrealized +47.8%
TGT TARGET CORP COM 0.0%
Value ($000) $39 Shares 199 Est. Cost $67.02 Unrealized +143.5%
IXN ISHARES GLOBAL TECH ETF 0.0%
Value ($000) $38 Shares 123 Est. Cost $308.94 Unrealized
RCL ROYAL CARIBBEAN GROUP COM 0.0%
Value ($000) $37 Shares 436 Est. Cost $108.72 Unrealized -28.3%
DRI DARDEN RESTAURANTS INC COM 0.0%
Value ($000) $37 Shares 264 Est. Cost $88.42 Unrealized +27.5%
EATON VANCE TAX-MANAGED GLOBAL COM 0.0%
Value ($000) $37 Shares 3,953 Est. Cost $8.85 Unrealized
TROW PRICE T ROWE GROUP INC COM 0.0%
Value ($000) $37 Shares 216 Est. Cost $112.05 Unrealized +17.7%
NKSH NATIONAL BANKSHARES INC VA COM 0.0%
Value ($000) $36 Shares 1,000 Est. Cost $21.60 Unrealized +20.5%
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $36 Shares 150 Est. Cost $235.43 Unrealized +7.0%
GOOG ALPHABET INC CAP STK CL C 0.0%
Value ($000) $35 Shares 17 Est. Cost $54.45 Unrealized +80.8%
ISHARES IBONDS DEC 2022 TERM MUNI BOND ETF 0.0%
Value ($000) $35 Shares 1,322 Est. Cost $26.48 Unrealized
CCL CARNIVAL CORP PAIRED CTF 0.0%
Value ($000) $35 Shares 1,329 Est. Cost $23.07 Unrealized +2.3%
GDX VANECK VECTORS GOLD MINERS ETF 0.0%
Value ($000) $34 Shares 1,052 Est. Cost $37.07 Unrealized
ESGE ISHARES MSCI EM ESG SELECT ETF 0.0%
Value ($000) $34 Shares 790 Est. Cost $43.04 Unrealized
YUM YUM BRANDS INC COM 0.0%
Value ($000) $34 Shares 317 Est. Cost $81.59 Unrealized +18.5%
BLACKROCK MUNIHOLDINGS FD INC COM 0.0%
Value ($000) $34 Shares 2,155 Est. Cost $15.78 Unrealized
NUE NUCOR CORP COM 0.0%
Value ($000) $34 Shares 418 Est. Cost $56.08 Unrealized 0.0%
FNV FRANCO NEV CORP COM 0.0%
Value ($000) $33 Shares 260 Est. Cost $115.11 Unrealized 0.0%
BOND PIMCO ACTIVE BOND EXCHANGE-TRADED FUND 0.0%
Value ($000) $33 Shares 306 Est. Cost $106.23 Unrealized
SE SEA LTD SPONSORD ADS 0.0%
Value ($000) $33 Shares 150 Est. Cost $220.00 Unrealized
NVDA NVIDIA CORPORATION COM 0.0%
Value ($000) $33 Shares 62 Est. Cost $9.85 Unrealized +36.0%
SNA SNAP ON INC COM 0.0%
Value ($000) $31 Shares 135 Est. Cost $173.69 Unrealized 0.0%
SYY SYSCO CORP COM 0.0%
Value ($000) $31 Shares 394 Est. Cost $68.07 Unrealized 0.0%
ITW ILLINOIS TOOL WKS INC COM 0.0%
Value ($000) $31 Shares 140 Est. Cost $184.98 Unrealized 0.0%
SPYG SPDR PORTFOLIO S&P 500 GROWTH ETF 0.0%
Value ($000) $31 Shares 556 Est. Cost $49.88 Unrealized
OMC OMNICOM GROUP INC COM 0.0%
Value ($000) $31 Shares 422 Est. Cost $58.21 Unrealized -0.1%
TM TOYOTA MOTOR CORP SP ADR REP2COM 0.0%
Value ($000) $31 Shares 200 Est. Cost $155.00 Unrealized
VXF VANGUARD EXTENDED MARKET INDEX FUND 0.0%
Value ($000) $30 Shares 170 Est. Cost $176.47 Unrealized
FAST FASTENAL CO COM 0.0%
Value ($000) $30 Shares 600 Est. Cost $11.30 Unrealized +88.3%
DOV DOVER CORP COM 0.0%
Value ($000) $30 Shares 222 Est. Cost $119.60 Unrealized 0.0%
IBB ISHARES NASDAQ BIOTECHNOLOGY INDEX FUND 0.0%
Value ($000) $30 Shares 201 Est. Cost $158.62 Unrealized
VLO VALERO ENERGY CORP COM 0.0%
Value ($000) $30 Shares 424 Est. Cost $59.79 Unrealized -4.3%
RHI ROBERT HALF INTL INC COM 0.0%
Value ($000) $30 Shares 384 Est. Cost $72.50 Unrealized 0.0%
O REALTY INCOME CORP COM 0.0%
Value ($000) $30 Shares 477 Est. Cost $37.11 Unrealized +24.6%
CMCSA COMCAST CORP NEW CL A 0.0%
Value ($000) $30 Shares 562 Est. Cost $42.65 Unrealized +8.2%
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 0.0%
Value ($000) $29 Shares 421 Est. Cost $68.88 Unrealized
GOVT ISHARES U.S. TREASURY BOND ETF 0.0%
Value ($000) $29 Shares 1,108 Est. Cost $26.17 Unrealized
NUVEEN SELECT TAX FREE INCOME SH BEN INT 0.0%
Value ($000) $29 Shares 1,830 Est. Cost $14.21 Unrealized
FDN FIRST TR EXCHANGE-TRADED FD DJ INTERNT IDX 0.0%
Value ($000) $28 Shares 128 Est. Cost $1.08 Unrealized
FDS FACTSET RESH SYS INC COM 0.0%
Value ($000) $28 Shares 92 Est. Cost $302.09 Unrealized 0.0%
WALGREENS BOOTS ALLIANCE INC COM 0.0%
Value ($000) $28 Shares 517 Est. Cost $51.75 Unrealized
BRANDYWINEGBL GBL INCM OPP FD COM 0.0%
Value ($000) $27 Shares 2,230 Est. Cost $12.56 Unrealized
OXY OCCIDENTAL PETE CORP COM 0.0%
Value ($000) $27 Shares 1,011 Est. Cost $30.07 Unrealized -21.6%
MAR MARRIOTT INTL INC NEW CL A 0.0%
Value ($000) $26 Shares 175 Est. Cost $98.81 Unrealized +33.3%
VFC V F CORP COM 0.0%
Value ($000) $26 Shares 319 Est. Cost $75.40 Unrealized +7.7%
O'SHARES GLOBAL INTERNET GIANTS ETF 0.0%
Value ($000) $26 Shares 500 Est. Cost $52.00 Unrealized
IQLT ISHARES MSCI INTL QUALITY FACTOR ETF 0.0%
Value ($000) $25 Shares 684 Est. Cost $32.29 Unrealized
VT VANGUARD TOTAL WORLD STOCK INDEX FUND 0.0%
Value ($000) $25 Shares 261 Est. Cost $95.79 Unrealized
PIMCO DYNAMIC CR INCOME FD COM SHS 0.0%
Value ($000) $25 Shares 1,107 Est. Cost $22.58 Unrealized
PPG PPG INDS INC COM 0.0%
Value ($000) $25 Shares 169 Est. Cost $130.10 Unrealized 0.0%
TMUS T-MOBILE US INC COM 0.0%
Value ($000) $24 Shares 193 Est. Cost $60.59 Unrealized +100.9%
AXP AMERICAN EXPRESS CO COM 0.0%
Value ($000) $24 Shares 173 Est. Cost $86.80 Unrealized +43.3%
FFBC FIRST FINL BANCORP OH COM 0.0%
Value ($000) $24 Shares 1,000 Est. Cost $18.16 Unrealized 0.0%
FLOT ISHARES FLOATING RATE BOND ETF 0.0%
Value ($000) $24 Shares 478 Est. Cost $50.21 Unrealized
DBI DESIGNER BRANDS INC CL A 0.0%
Value ($000) $23 Shares 1,328 Est. Cost $11.22 Unrealized 0.0%
LHX L3HARRIS TECHNOLOGIES INC COM 0.0%
Value ($000) $23 Shares 115 Est. Cost $179.64 Unrealized -5.5%
GSLC GOLDMAN SACHS ACTIVEBETA U.S. LARGE CAP EQUITY ETF 0.0%
Value ($000) $23 Shares 294 Est. Cost $52.23 Unrealized
CAH CARDINAL HEALTH INC COM 0.0%
Value ($000) $23 Shares 374 Est. Cost $48.89 Unrealized +0.1%
UPS UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $23 Shares 134 Est. Cost $89.32 Unrealized +47.8%
MUB ISHARES NATIONAL MUNI BOND ETF 0.0%
Value ($000) $23 Shares 200 Est. Cost $115.48 Unrealized
NVS NOVARTIS AG SPONSORED ADR 0.0%
Value ($000) $23 Shares 273 Est. Cost $87.94 Unrealized
DELL DELL TECHNOLOGIES INC CL C 0.0%
Value ($000) $23 Shares 257 Est. Cost $34.58 Unrealized +8.6%
AMP AMERIPRISE FINL INC COM 0.0%
Value ($000) $23 Shares 100 Est. Cost $118.64 Unrealized +69.3%
BDX BECTON DICKINSON & CO COM 0.0%
Value ($000) $22 Shares 89 Est. Cost $225.62 Unrealized 0.0%
DAL DELTA AIR LINES INC DEL COM NEW 0.0%
Value ($000) $22 Shares 465 Est. Cost $39.56 Unrealized +8.8%
HPQ HP INC COM 0.0%
Value ($000) $22 Shares 684 Est. Cost $14.12 Unrealized +65.2%
VIRTUS DIVIDEND INTEREST & PR COM 0.0%
Value ($000) $22 Shares 1,604 Est. Cost $13.72 Unrealized
VTEB VANGUARD TAX-EXEMPT BOND ETF 0.0%
Value ($000) $22 Shares 396 Est. Cost $54.43 Unrealized
PAYX PAYCHEX INC COM 0.0%
Value ($000) $22 Shares 227 Est. Cost $80.38 Unrealized 0.0%
ACWX ISHARES MSCI ACWI EX US INDEX FUND 0.0%
Value ($000) $21 Shares 381 Est. Cost $45.83 Unrealized
NUVEEN AMT FREE QLTY MUN INCME COM 0.0%
Value ($000) $21 Shares 1,412 Est. Cost $12.56 Unrealized
SPHD INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF 0.0%
Value ($000) $21 Shares 496 Est. Cost $37.11 Unrealized
GNRC GENERAC HLDGS INC COM 0.0%
Value ($000) $21 Shares 65 Est. Cost $105.29 Unrealized +179.9%
NUS NU SKIN ENTERPRISES INC CL A 0.0%
Value ($000) $21 Shares 400 Est. Cost $36.15 Unrealized +26.9%
TFX TELEFLEX INCORPORATED COM 0.0%
Value ($000) $21 Shares 52 Est. Cost $387.77 Unrealized 0.0%
SKYY FIRST TR EXCHANGE TRADED FD II CLOUD COMPUTING 0.0%
Value ($000) $21 Shares 217 Est. Cost $73.73 Unrealized
SCCO SOUTHERN COPPER CORP COM 0.0%
Value ($000) $20 Shares 300 Est. Cost $26.86 Unrealized +106.1%
SAP SAP SE SPON ADR 0.0%
Value ($000) $20 Shares 159 Est. Cost $116.77 Unrealized
PZA INVESCO NATIONAL AMT-FREE MUNICIPAL BOND ETF 0.0%
Value ($000) $20 Shares 733 Est. Cost $26.03 Unrealized
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $20 Shares 216 Est. Cost $74.07 Unrealized 0.0%
CLX CLOROX CO DEL COM 0.0%
Value ($000) $20 Shares 104 Est. Cost $165.03 Unrealized 0.0%
IGV ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF 0.0%
Value ($000) $20 Shares 59 Est. Cost $189.85 Unrealized
CNP CENTERPOINT ENERGY INC COM 0.0%
Value ($000) $20 Shares 895 Est. Cost $20.19 Unrealized -6.9%
VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF 0.0%
Value ($000) $19 Shares 366 Est. Cost $51.91 Unrealized
RDIV INVESCO S&P ULTRA DIVIDEND REVENUE ETF 0.0%
Value ($000) $19 Shares 468 Est. Cost $37.31 Unrealized
ZS ZSCALER INC COM 0.0%
Value ($000) $19 Shares 109 Est. Cost $198.66 Unrealized 0.0%
CB CHUBB LIMITED COM 0.0%
Value ($000) $19 Shares 120 Est. Cost $150.25 Unrealized 0.0%
WCN WASTE CONNECTIONS INC COM 0.0%
Value ($000) $19 Shares 180 Est. Cost $98.29 Unrealized 0.0%
BKNG BOOKING HOLDINGS INC COM 0.0%
Value ($000) $19 Shares 8 Est. Cost $1888.10 Unrealized +15.7%
ZION ZIONS BANCORPORATION N A COM 0.0%
Value ($000) $18 Shares 323 Est. Cost $51.49 Unrealized 0.0%
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.0%
Value ($000) $18 Shares 150 Est. Cost $74.13 Unrealized
EFA ISHARES MSCI EAFE ETF 0.0%
Value ($000) $18 Shares 241 Est. Cost $74.69 Unrealized
RSPS INVESCO S&P 500 EQUAL WEIGHT CONSUMER STAPLES ETF 0.0%
Value ($000) $18 Shares 111 Est. Cost $162.16 Unrealized
CRNC CERENCE INC COM 0.0%
Value ($000) $18 Shares 200 Est. Cost $110.06 Unrealized 0.0%
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $18 Shares 138 Est. Cost $131.06 Unrealized
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $18 Shares 194 Est. Cost $75.34 Unrealized +3.3%
TRV TRAVELERS COMPANIES INC COM 0.0%
Value ($000) $18 Shares 119 Est. Cost $119.29 Unrealized +11.6%
COR AMERISOURCEBERGEN CORP COM 0.0%
Value ($000) $17 Shares 140 Est. Cost $75.51 Unrealized +30.2%
HSBC HSBC HLDGS PLC SPON ADR NEW 0.0%
Value ($000) $17 Shares 597 Est. Cost $41.92 Unrealized
BTI BRITISH AMERN TOB PLC SPONSORED ADR 0.0%
Value ($000) $17 Shares 440 Est. Cost $36.13 Unrealized
ADVISORSHARES NEWFLEETMULTI-SECTOR INCOME ETF 0.0%
Value ($000) $17 Shares 341 Est. Cost $47.44 Unrealized
SPDW SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF 0.0%
Value ($000) $17 Shares 490 Est. Cost $27.34 Unrealized
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF 0.0%
Value ($000) $17 Shares 50 Est. Cost $240.00 Unrealized
ILMN ILLUMINA INC COM 0.0%
Value ($000) $17 Shares 45 Est. Cost $310.32 Unrealized +31.4%
CTAS CINTAS CORP COM 0.0%
Value ($000) $17 Shares 49 Est. Cost $80.93 Unrealized 0.0%
SPTS SPDR PORTFOLIO SHORT TERM TREASURY ETF 0.0%
Value ($000) $17 Shares 547 Est. Cost $29.11 Unrealized
IJK ISHARES S&P MID-CAP 400 GROWTH ETF 0.0%
Value ($000) $16 Shares 207 Est. Cost $77.29 Unrealized
IZRL ARK ISRAEL INNOVATIVE TECHNOLOGY ETF 0.0%
Value ($000) $16 Shares 500 Est. Cost $32.00 Unrealized
INCY INCYTE CORP COM 0.0%
Value ($000) $16 Shares 200 Est. Cost $85.35 Unrealized 0.0%
BUNGE LIMITED COM 0.0%
Value ($000) $16 Shares 200 Est. Cost $40.00 Unrealized
WESTERN ASSET TOTAL RETURN ETF 0.0%
Value ($000) $16 Shares 603 Est. Cost $25.35 Unrealized
KEX KIRBY CORP COM 0.0%
Value ($000) $15 Shares 250 Est. Cost $60.05 Unrealized 0.0%
EWW ISHARES MSCI MEXICO ETF 0.0%
Value ($000) $15 Shares 338 Est. Cost $44.38 Unrealized
PAA PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN 0.0%
Value ($000) $15 Shares 1,695 Est. Cost $19.25 Unrealized
STORE CAP CORP COM 0.0%
Value ($000) $15 Shares 460 Est. Cost $36.96 Unrealized
SHY ISHARES 1-3 YEAR TREASURY BOND ETF 0.0%
Value ($000) $15 Shares 175 Est. Cost $83.43 Unrealized
INTU INTUIT COM 0.0%
Value ($000) $15 Shares 38 Est. Cost $373.72 Unrealized 0.0%
WORKHORSE GROUP INC COM NEW 0.0%
Value ($000) $14 Shares 1,000 Est. Cost $14.00 Unrealized
RWL INVESCO S&P 500 REVENUE ETF 0.0%
Value ($000) $14 Shares 200 Est. Cost $53.33 Unrealized
ATHM AUTOHOME INC SP ADS RP CL A 0.0%
Value ($000) $14 Shares 150 Est. Cost $93.33 Unrealized
LYFT LYFT INC CL A COM 0.0%
Value ($000) $14 Shares 221 Est. Cost $45.63 Unrealized +22.3%
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $14 Shares 176 Est. Cost $23.45 Unrealized +24.0%
HRB BLOCK H & R INC COM 0.0%
Value ($000) $14 Shares 620 Est. Cost $14.48 Unrealized +10.9%
ANGL VANECK VECTORS FALLEN ANGEL HIGH YIELD BOND ETF 0.0%
Value ($000) $14 Shares 426 Est. Cost $29.72 Unrealized
BNY MELLON MUN BD INFRASTRUCTU COM SHS 0.0%
Value ($000) $14 Shares 1,000 Est. Cost $15.00 Unrealized
IGIB ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $14 Shares 239 Est. Cost $61.79 Unrealized
RFV INVESCO S&P MIDCAP 400 PURE VALUE ETF 0.0%
Value ($000) $14 Shares 160 Est. Cost $87.50 Unrealized
SCHW SCHWAB CHARLES CORP COM 0.0%
Value ($000) $14 Shares 220 Est. Cost $41.92 Unrealized +35.8%
IWR ISHARES RUSSELL MID-CAP ETF 0.0%
Value ($000) $14 Shares 185 Est. Cost $56.72 Unrealized
IDOG ALPS INTERNATIONAL SECTOR DIVIDEND DOGS ETF 0.0%
Value ($000) $13 Shares 458 Est. Cost $28.38 Unrealized
DGX QUEST DIAGNOSTICS INC COM 0.0%
Value ($000) $13 Shares 100 Est. Cost $92.18 Unrealized +21.6%
KMX CARMAX INC COM 0.0%
Value ($000) $13 Shares 99 Est. Cost $71.80 Unrealized +69.5%
ICLN ISHARES S&P GLOBAL CLEAN ENERGY INDEX FUND 0.0%
Value ($000) $13 Shares 530 Est. Cost $24.53 Unrealized
BROOKFIELD PROPERTY PARTRS LP UNIT LTD PARTN 0.0%
Value ($000) $13 Shares 750 Est. Cost $18.67 Unrealized
ASAN ASANA INC CL A 0.0%
Value ($000) $13 Shares 469 Est. Cost $34.52 Unrealized 0.0%
WRB BERKLEY W R CORP COM 0.0%
Value ($000) $13 Shares 177 Est. Cost $27.39 Unrealized 0.0%
PSX PHILLIPS 66 COM 0.0%
Value ($000) $13 Shares 154 Est. Cost $63.43 Unrealized +2.3%
WY WEYERHAEUSER CO MTN BE COM NEW 0.0%
Value ($000) $13 Shares 353 Est. Cost $22.64 Unrealized +23.1%
FLEETCOR TECHNOLOGIES INC COM 0.0%
Value ($000) $13 Shares 50 Est. Cost $280.00 Unrealized
ELV ANTHEM INC COM 0.0%
Value ($000) $13 Shares 36 Est. Cost $262.79 Unrealized +14.5%
EBAY EBAY INC. COM 0.0%
Value ($000) $13 Shares 218 Est. Cost $33.31 Unrealized +59.7%
REGN REGENERON PHARMACEUTICALS COM 0.0%
Value ($000) $12 Shares 25 Est. Cost $484.19 Unrealized 0.0%
IQV IQVIA HLDGS INC COM 0.0%
Value ($000) $12 Shares 62 Est. Cost $117.07 Unrealized +60.4%
AWK AMERICAN WTR WKS CO INC NEW COM 0.0%
Value ($000) $12 Shares 83 Est. Cost $137.66 Unrealized 0.0%
F FORD MTR CO DEL COM 0.0%
Value ($000) $12 Shares 1,000 Est. Cost $8.68 Unrealized 0.0%
TSCO TRACTOR SUPPLY CO COM 0.0%
Value ($000) $12 Shares 68 Est. Cost $18.81 Unrealized +56.5%
AMT AMERICAN TOWER CORP NEW COM 0.0%
Value ($000) $12 Shares 49 Est. Cost $192.28 Unrealized 0.0%
LEMB ISHARES J.P. MORGAN EM LOCAL CURRENCY BOND ETF 0.0%
Value ($000) $12 Shares 279 Est. Cost $47.62 Unrealized
BK BANK NEW YORK MELLON CORP COM 0.0%
Value ($000) $11 Shares 231 Est. Cost $40.51 Unrealized -5.5%
UGI UGI CORP NEW COM 0.0%
Value ($000) $11 Shares 273 Est. Cost $49.97 Unrealized -22.7%
NNN NATIONAL RETAIL PROPERTIES INC COM 0.0%
Value ($000) $11 Shares 244 Est. Cost $42.18 Unrealized
PLUG PLUG POWER INC COM NEW 0.0%
Value ($000) $11 Shares 305 Est. Cost $51.55 Unrealized 0.0%
HON HONEYWELL INTL INC COM 0.0%
Value ($000) $11 Shares 50 Est. Cost $176.65 Unrealized 0.0%
SMLV SPDR SSGA US SMALL CAP LOW VOLATILITY INDEX ETF 0.0%
Value ($000) $11 Shares 98 Est. Cost $93.44 Unrealized
MKC MCCORMICK & CO INC COM NON VTG 0.0%
Value ($000) $11 Shares 128 Est. Cost $80.22 Unrealized 0.0%
ECL ECOLAB INC COM 0.0%
Value ($000) $11 Shares 52 Est. Cost $201.55 Unrealized 0.0%
XLRE REAL ESTATE SELECT SECTOR SPDR FUND 0.0%
Value ($000) $11 Shares 277 Est. Cost $37.84 Unrealized
LEXINGTON REALTY TRUST COM 0.0%
Value ($000) $11 Shares 963 Est. Cost $10.39 Unrealized
AL AIR LEASE CORP CL A 0.0%
Value ($000) $11 Shares 227 Est. Cost $35.00 Unrealized +19.2%
NVO NOVO-NORDISK A S ADR 0.0%
Value ($000) $11 Shares 159 Est. Cost $69.18 Unrealized
SYK STRYKER CORPORATION COM 0.0%
Value ($000) $11 Shares 44 Est. Cost $227.77 Unrealized 0.0%
MPT MEDICAL PPTYS TRUST INC COM 0.0%
Value ($000) $11 Shares 536 Est. Cost $16.79 Unrealized
HFXI IQ 50 PERCENT HEDGED FTSE INTERNATIONAL ETF 0.0%
Value ($000) $11 Shares 468 Est. Cost $20.36 Unrealized
FXL FIRST TRUST TECHNOLOGY ALPHADEX FUND 0.0%
Value ($000) $11 Shares 100 Est. Cost $52.42 Unrealized
APOLLO SR FLOATING RATE FD INC COM 0.0%
Value ($000) $11 Shares 736 Est. Cost $14.95 Unrealized
CI CIGNA CORP NEW COM 0.0%
Value ($000) $11 Shares 44 Est. Cost $167.78 Unrealized +21.7%
DOW DOW INC COM 0.0%
Value ($000) $11 Shares 176 Est. Cost $33.95 Unrealized +34.9%
DLTR DOLLAR TREE INC COM 0.0%
Value ($000) $11 Shares 93 Est. Cost $104.62 Unrealized +2.7%
BLACKROCK MUN INCOME TR SH BEN INT 0.0%
Value ($000) $10 Shares 697 Est. Cost $12.91 Unrealized
BHP BHP GROUP LTD SPONSORED ADS 0.0%
Value ($000) $10 Shares 150 Est. Cost $42.22 Unrealized
KTB KONTOOR BRANDS INC COM 0.0%
Value ($000) $10 Shares 210 Est. Cost $34.26 Unrealized +30.4%
AZZ AZZ INC COM 0.0%
Value ($000) $10 Shares 200 Est. Cost $47.59 Unrealized 0.0%
HLX HELIX ENERGY SOLUTIONS GRP INC COM 0.0%
Value ($000) $10 Shares 2,000 Est. Cost $4.98 Unrealized 0.0%
IDLV INVESCO S&P INTERNATIONAL DEVELOPED LOW VOLATILITY ETF 0.0%
Value ($000) $10 Shares 339 Est. Cost $34.16 Unrealized
NUVEEN MUN HIGH INCOME OPPORTU COM 0.0%
Value ($000) $10 Shares 699 Est. Cost $12.88 Unrealized
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $10 Shares 176 Est. Cost $37.56 Unrealized +7.4%
BSV VANGUARD SHORT-TERM BOND INDEX FUND 0.0%
Value ($000) $10 Shares 124 Est. Cost $80.65 Unrealized
A AGILENT TECHNOLOGIES INC COM 0.0%
Value ($000) $10 Shares 76 Est. Cost $119.66 Unrealized 0.0%
TD TORONTO DOMINION BK ONT COM NEW 0.0%
Value ($000) $10 Shares 150 Est. Cost $51.44 Unrealized +18.7%
PDP INVESCO DWA MOMENTUM ETF 0.0%
Value ($000) $10 Shares 114 Est. Cost $53.09 Unrealized
PUTNAM MUN OPPORTUNITIES TR SH BEN INT 0.0%
Value ($000) $10 Shares 778 Est. Cost $11.57 Unrealized
VEU VANGUARD FTSE ALL-WORLD EX US INDEX FUND 0.0%
Value ($000) $9 Shares 149 Est. Cost $60.40 Unrealized
UFO PROCURE SPACE ETF 0.0%
Value ($000) $9 Shares 300 Est. Cost $30.00 Unrealized
EBS EMERGENT BIOSOLUTIONS INC COM 0.0%
Value ($000) $9 Shares 100 Est. Cost $107.80 Unrealized -5.0%
HANCOCK JOHN FINL OPPTYS FD SH BEN INT NEW 0.0%
Value ($000) $9 Shares 231 Est. Cost $38.96 Unrealized
HE HAWAIIAN ELEC INDUSTRIES COM 0.0%
Value ($000) $9 Shares 200 Est. Cost $38.75 Unrealized -5.4%
SLV ISHARES SILVER TRUST 0.0%
Value ($000) $9 Shares 400 Est. Cost $22.50 Unrealized
WM WASTE MGMT INC DEL COM 0.0%
Value ($000) $9 Shares 72 Est. Cost $65.63 Unrealized +64.8%
CMG CHIPOTLE MEXICAN GRILL INC COM 0.0%
Value ($000) $9 Shares 6 Est. Cost $15.95 Unrealized +81.4%
SJNK SPDR BLOOMBERG BARCLAYS SHORT TERM HIGH YIELD BOND ETF 0.0%
Value ($000) $9 Shares 312 Est. Cost $28.85 Unrealized
PCG PG&E CORP COM 0.0%
Value ($000) $8 Shares 666 Est. Cost $67.23 Unrealized -82.9%
VTRS VIATRIS INC COM 0.0%
Value ($000) $8 Shares 572 Est. Cost $13.32 Unrealized 0.0%
CTVA CORTEVA INC COM 0.0%
Value ($000) $8 Shares 176 Est. Cost $26.21 Unrealized +59.9%
BIDU BAIDU INC SPON ADR REP A 0.0%
Value ($000) $8 Shares 38 Est. Cost $179.72 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.0%
Value ($000) $8 Shares 159 Est. Cost $48.65 Unrealized
PEOPLES UNITED FINANCIAL INC COM 0.0%
Value ($000) $7 Shares 375 Est. Cost $16.00 Unrealized
ATLAS CORP SHARES 0.0%
Value ($000) $7 Shares 500 Est. Cost $10.00 Unrealized
RUN SUNRUN INC COM 0.0%
Value ($000) $7 Shares 110 Est. Cost $62.08 Unrealized +11.9%
XSLV INVESCO S&P SMALLCAP LOW VOLATILITY ETF 0.0%
Value ($000) $7 Shares 144 Est. Cost $37.96 Unrealized
GPC GENUINE PARTS CO COM 0.0%
Value ($000) $7 Shares 62 Est. Cost $73.12 Unrealized +27.3%
NUVEEN AMT FREE MUN CR INC FD COM 0.0%
Value ($000) $7 Shares 433 Est. Cost $16.17 Unrealized
BHF BRIGHTHOUSE FINL INC COM 0.0%
Value ($000) $7 Shares 162 Est. Cost $34.19 Unrealized +20.2%
SPH SUBURBAN PROPANE PARTNERS L P UNIT LTD PARTN 0.0%
Value ($000) $7 Shares 500 Est. Cost $14.00 Unrealized
EXAS EXACT SCIENCES CORP COM 0.0%
Value ($000) $7 Shares 50 Est. Cost $120.93 Unrealized +13.2%
PLCE CHILDRENS PL INC NEW COM 0.0%
Value ($000) $7 Shares 100 Est. Cost $70.05 Unrealized 0.0%
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.0%
Value ($000) $7 Shares 426 Est. Cost $11.49 Unrealized +4.2%
CHTR CHARTER COMMUNICATIONS INC NEW CL A 0.0%
Value ($000) $6 Shares 9 Est. Cost $399.29 Unrealized +56.5%
IWN ISHARES RUSSELL 2000 VALUE ETF 0.0%
Value ($000) $6 Shares 38 Est. Cost $157.89 Unrealized
IONS IONIS PHARMACEUTICALS INC COM 0.0%
Value ($000) $6 Shares 125 Est. Cost $54.58 Unrealized +2.2%
CMS CMS ENERGY CORP COM 0.0%
Value ($000) $6 Shares 100 Est. Cost $34.73 Unrealized +42.6%
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $6 Shares 71 Est. Cost $86.12 Unrealized -0.0%
IJJ ISHARES S&P MID-CAP 400 VALUE ETF 0.0%
Value ($000) $6 Shares 55 Est. Cost $109.09 Unrealized
ETSY ETSY INC COM 0.0%
Value ($000) $6 Shares 30 Est. Cost $150.38 Unrealized +39.2%
BMRN BIOMARIN PHARMACEUTICAL INC COM 0.0%
Value ($000) $6 Shares 78 Est. Cost $79.28 Unrealized +3.0%
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.0%
Value ($000) $6 Shares 79 Est. Cost $46.36 Unrealized
HGV HILTON GRAND VACATIONS INC COM 0.0%
Value ($000) $5 Shares 123 Est. Cost $35.98 Unrealized 0.0%
UPBD RENT A CTR INC NEW COM 0.0%
Value ($000) $5 Shares 79 Est. Cost $52.31 Unrealized 0.0%
BANCROFT FD LTD COM 0.0%
Value ($000) $5 Shares 168 Est. Cost $29.76 Unrealized
CDNS CADENCE DESIGN SYSTEM INC COM 0.0%
Value ($000) $5 Shares 38 Est. Cost $134.17 Unrealized 0.0%
RRGB RED ROBIN GOURMET BURGERS INC COM 0.0%
Value ($000) $5 Shares 125 Est. Cost $30.22 Unrealized 0.0%
PH PARKER-HANNIFIN CORP COM 0.0%
Value ($000) $5 Shares 16 Est. Cost $270.58 Unrealized 0.0%
SPLV INVESCO S&P 500 LOW VOLATILITY ETF 0.0%
Value ($000) $5 Shares 89 Est. Cost $57.90 Unrealized
KEYS KEYSIGHT TECHNOLOGIES INC COM 0.0%
Value ($000) $5 Shares 38 Est. Cost $141.81 Unrealized 0.0%
BLACKROCK DEBT STRATEGIES FD I COM NEW 0.0%
Value ($000) $5 Shares 484 Est. Cost $10.33 Unrealized
TITN TITAN MACHY INC COM 0.0%
Value ($000) $5 Shares 194 Est. Cost $24.07 Unrealized 0.0%
FLEX FLEX LTD ORD 0.0%
Value ($000) $5 Shares 274 Est. Cost $13.78 Unrealized 0.0%
BLMN BLOOMIN BRANDS INC COM 0.0%
Value ($000) $5 Shares 169 Est. Cost $20.44 Unrealized 0.0%
AN AUTONATION INC COM 0.0%
Value ($000) $5 Shares 56 Est. Cost $80.15 Unrealized 0.0%
PKG PACKAGING CORP AMER COM 0.0%
Value ($000) $5 Shares 36 Est. Cost $117.61 Unrealized 0.0%
REDFIN CORP COM 0.0%
Value ($000) $5 Shares 76 Est. Cost $41.90 Unrealized
INFY INFOSYS LTD SPONSORED ADR 0.0%
Value ($000) $5 Shares 272 Est. Cost $14.71 Unrealized
CPRT COPART INC COM 0.0%
Value ($000) $5 Shares 46 Est. Cost $28.19 Unrealized 0.0%
ARCC ARES CAPITAL CORP COM 0.0%
Value ($000) $5 Shares 258 Est. Cost $7.28 Unrealized +56.2%
PBW INVESCO WILDERHILL CLEAN ENERGY ETF 0.0%
Value ($000) $5 Shares 50 Est. Cost $100.00 Unrealized
SCHX SCHWAB U.S. LARGE-CAP ETF 0.0%
Value ($000) $5 Shares 50 Est. Cost $100.00 Unrealized
ALNY ALNYLAM PHARMACEUTICALS INC COM 0.0%
Value ($000) $5 Shares 36 Est. Cost $150.49 Unrealized 0.0%
SDY SPDR S&P DIVIDEND ETF 0.0%
Value ($000) $5 Shares 42 Est. Cost $93.13 Unrealized
PIMCO INCOME STRATEGY FD II COM 0.0%
Value ($000) $5 Shares 506 Est. Cost $9.88 Unrealized
ARKW ARK NEXT GENERATION INTERNET ETF 0.0%
Value ($000) $5 Shares 31 Est. Cost $137.01 Unrealized
ANF ABERCROMBIE & FITCH CO CL A 0.0%
Value ($000) $5 Shares 155 Est. Cost $27.57 Unrealized 0.0%
IJS ISHARES S&P SMALL-CAP 600 VALUE ETF 0.0%
Value ($000) $5 Shares 52 Est. Cost $96.15 Unrealized
COLONY CAP INC NEW CL A COM 0.0%
Value ($000) $5 Shares 733 Est. Cost $4.09 Unrealized
HDB HDFC BANK LTD SPONSORED ADS 0.0%
Value ($000) $5 Shares 68 Est. Cost $58.82 Unrealized
ELLSWORTH GROWTH & INCOME FD L COM 0.0%
Value ($000) $5 Shares 362 Est. Cost $13.81 Unrealized
MGM MGM RESORTS INTERNATIONAL COM 0.0%
Value ($000) $5 Shares 142 Est. Cost $25.72 Unrealized +35.6%
GWW GRAINGER W W INC COM 0.0%
Value ($000) $5 Shares 13 Est. Cost $366.83 Unrealized 0.0%
PIMCO CORPORATE & INCOME OPPOR COM 0.0%
Value ($000) $5 Shares 281 Est. Cost $17.79 Unrealized
SYNOVUS FINL CORP COM NEW 0.0%
Value ($000) $5 Shares 100 Est. Cost $50.00 Unrealized
WPP WPP PLC NEW ADR 0.0%
Value ($000) $4 Shares 59 Est. Cost $63.38 Unrealized
STM STMICROELECTRONICS N V NY REGISTRY 0.0%
Value ($000) $4 Shares 100 Est. Cost $20.00 Unrealized
EBF ENNIS INC COM 0.0%
Value ($000) $4 Shares 200 Est. Cost $11.63 Unrealized +19.1%
VLUE ISHARES MSCI USA VALUE FACTOR ETF 0.0%
Value ($000) $4 Shares 40 Est. Cost $100.00 Unrealized
CVI CVR ENERGY INC COM 0.0%
Value ($000) $4 Shares 193 Est. Cost $13.00 Unrealized 0.0%
MAIN MAIN STR CAP CORP COM 0.0%
Value ($000) $4 Shares 97 Est. Cost $35.11 Unrealized 0.0%
DWM WISDOMTREE INTERNATIONAL EQUITY FUND 0.0%
Value ($000) $4 Shares 77 Est. Cost $51.95 Unrealized
BIIB BIOGEN INC COM 0.0%
Value ($000) $4 Shares 16 Est. Cost $285.22 Unrealized -5.4%
HYG ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $4 Shares 50 Est. Cost $80.00 Unrealized
TDOC TELADOC HEALTH INC COM 0.0%
Value ($000) $4 Shares 23 Est. Cost $231.95 Unrealized 0.0%
SNY SANOFI SPONSORED ADR 0.0%
Value ($000) $4 Shares 81 Est. Cost $49.22 Unrealized
VCSH VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND 0.0%
Value ($000) $4 Shares 51 Est. Cost $78.43 Unrealized
UNILEVER PLC SPON ADR NEW 0.0%
Value ($000) $4 Shares 73 Est. Cost $57.55 Unrealized
PLTR PALANTIR TECHNOLOGIES INC CL A 0.0%
Value ($000) $4 Shares 174 Est. Cost $27.43 Unrealized 0.0%
VITL VITAL FARMS INC COM 0.0%
Value ($000) $4 Shares 180 Est. Cost $26.24 Unrealized 0.0%
AURORA CANNABIS INC COM 0.0%
Value ($000) $4 Shares 462 Est. Cost $8.66 Unrealized
UAA UNDER ARMOUR INC CL A 0.0%
Value ($000) $4 Shares 191 Est. Cost $20.89 Unrealized 0.0%
IZEA WORLDWIDE INC COM 0.0%
Value ($000) $4 Shares 1,000 Est. Cost $4.00 Unrealized
RNG RINGCENTRAL INC CL A 0.0%
Value ($000) $4 Shares 14 Est. Cost $367.69 Unrealized 0.0%
NIO NIO INC SPON ADS 0.0%
Value ($000) $4 Shares 100 Est. Cost $40.00 Unrealized
SCHP SCHWAB U.S. TIPS ETF 0.0%
Value ($000) $3 Shares 50 Est. Cost $60.00 Unrealized
SENSEONICS HLDGS INC COM 0.0%
Value ($000) $3 Shares 1,000 Est. Cost $3.00 Unrealized
IYR ISHARES U.S. REAL ESTATE ETF 0.0%
Value ($000) $3 Shares 32 Est. Cost $93.75 Unrealized
NXPI NXP SEMICONDUCTORS N V COM 0.0%
Value ($000) $3 Shares 17 Est. Cost $134.81 Unrealized +24.2%
FOXA FOX CORP CL A COM 0.0%
Value ($000) $3 Shares 75 Est. Cost $33.56 Unrealized -2.1%
UBSI UNITED BANKSHARES INC WEST VA COM 0.0%
Value ($000) $3 Shares 71 Est. Cost $35.19 Unrealized +4.2%
SDG ISHARES MSCI GLOBAL IMPACT ETF 0.0%
Value ($000) $3 Shares 30 Est. Cost $100.00 Unrealized
SYF SYNCHRONY FINANCIAL COM 0.0%
Value ($000) $3 Shares 65 Est. Cost $28.36 Unrealized +21.7%
SRLN SPDR BLACKSTONE SENIOR LOAN ETF 0.0%
Value ($000) $3 Shares 65 Est. Cost $46.15 Unrealized
UA UNDER ARMOUR INC CL C 0.0%
Value ($000) $3 Shares 189 Est. Cost $17.58 Unrealized 0.0%
LUV SOUTHWEST AIRLS CO COM 0.0%
Value ($000) $3 Shares 51 Est. Cost $47.05 Unrealized +5.2%
DXC DXC TECHNOLOGY CO COM 0.0%
Value ($000) $3 Shares 103 Est. Cost $19.22 Unrealized +42.7%
EFV ISHARES MSCI EAFE VALUE ETF 0.0%
Value ($000) $3 Shares 53 Est. Cost $43.56 Unrealized
IFGL ISHARES FTSE EPRA/NAREIT DEVELOPED REAL ESTATE EX-US INDEX FUND 0.0%
Value ($000) $3 Shares 97 Est. Cost $30.93 Unrealized
MCK MCKESSON CORP COM 0.0%
Value ($000) $3 Shares 14 Est. Cost $143.12 Unrealized +23.9%
EWJ ISHARES MSCI JAPAN ETF 0.0%
Value ($000) $3 Shares 49 Est. Cost $61.22 Unrealized
EMQQ EMQQ THE EMERGING MARKETS INTERNET AND ECOMMERCE ETF 0.0%
Value ($000) $3 Shares 45 Est. Cost $34.48 Unrealized
GPK GRAPHIC PACKAGING HLDG CO COM 0.0%
Value ($000) $3 Shares 141 Est. Cost $13.45 Unrealized +26.9%
DVY ISHARES SELECT DIVIDEND ETF 0.0%
Value ($000) $3 Shares 24 Est. Cost $68.97 Unrealized
VBK VANGUARD SMALL-CAP GROWTH INDEX FUND 0.0%
Value ($000) $3 Shares 12 Est. Cost $214.86 Unrealized
SPG SIMON PPTY GROUP INC NEW COM 0.0%
Value ($000) $3 Shares 26 Est. Cost $110.42 Unrealized -27.6%
PERSPECTA INC COM 0.0%
Value ($000) $3 Shares 102 Est. Cost $26.32 Unrealized
EMB ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETF 0.0%
Value ($000) $3 Shares 31 Est. Cost $105.38 Unrealized
MVIS MICROVISION INC DEL COM NEW 0.0%
Value ($000) $2 Shares 100 Est. Cost $12.57 Unrealized 0.0%
BOTZ GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE THEMATIC ETF 0.0%
Value ($000) $2 Shares 71 Est. Cost $19.47 Unrealized
SJM SMUCKER J M CO COM NEW 0.0%
Value ($000) $2 Shares 17 Est. Cost $100.50 Unrealized 0.0%
KELLOGG CO COM 0.0%
Value ($000) $2 Shares 25 Est. Cost $47.02 Unrealized 0.0%
ALK ALASKA AIR GROUP INC COM 0.0%
Value ($000) $2 Shares 33 Est. Cost $44.98 Unrealized +33.6%
VSS VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND 0.0%
Value ($000) $2 Shares 17 Est. Cost $101.98 Unrealized
NVAX NOVAVAX INC COM NEW 0.0%
Value ($000) $2 Shares 10 Est. Cost $106.29 Unrealized +87.5%
VOT VANGUARD MID-CAP GROWTH INDEX FUND 0.0%
Value ($000) $2 Shares 11 Est. Cost $136.36 Unrealized
NUSC NUVEEN ESG SMALL-CAP ETF 0.0%
Value ($000) $2 Shares 36 Est. Cost $55.56 Unrealized
ALTERYX INC COM CL A 0.0%
Value ($000) $2 Shares 20 Est. Cost $100.00 Unrealized
SUSC ISHARES ESG AWARE USD CORPORATE BOND ETF 0.0%
Value ($000) $2 Shares 63 Est. Cost $31.75 Unrealized
CFG CITIZENS FINL GROUP INC COM 0.0%
Value ($000) $2 Shares 34 Est. Cost $25.28 Unrealized +34.1%
OSUR ORASURE TECHNOLOGIES INC COM 0.0%
Value ($000) $2 Shares 150 Est. Cost $12.25 Unrealized 0.0%
BSY BENTLEY SYS INC COM CL B 0.0%
Value ($000) $2 Shares 50 Est. Cost $34.70 Unrealized +29.1%
SCHC SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF 0.0%
Value ($000) $2 Shares 47 Est. Cost $30.49 Unrealized
SMH VANECK VECTORS SEMICONDUCTOR ETF 0.0%
Value ($000) $2 Shares 7 Est. Cost $136.05 Unrealized
JNK SPDR BLOOMBERG BARCLAYS HIGH YIELD BOND ETF 0.0%
Value ($000) $2 Shares 21 Est. Cost $95.24 Unrealized
AMN AMN HEALTHCARE SVCS INC COM 0.0%
Value ($000) $2 Shares 26 Est. Cost $65.19 Unrealized +14.0%
NCINO INC COM 0.0%
Value ($000) $2 Shares 35 Est. Cost $57.14 Unrealized
OXY/WS OCCIDENTAL PETE CORP WT EXP 080327 0.0%
Value ($000) $2 Shares 163 Est. Cost $12.27 Unrealized
FUELCELL ENERGY INC COM 0.0%
Value ($000) $2 Shares 165 Est. Cost $12.12 Unrealized
LINDE PLC SHS 0.0%
Value ($000) $2 Shares 7 Est. Cost $285.71 Unrealized
IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF 0.0%
Value ($000) $2 Shares 24 Est. Cost $45.14 Unrealized
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $2 Shares 41 Est. Cost $49.78 Unrealized 0.0%
ABEV AMBEV SA SPONSORED ADR 0.0%
Value ($000) $2 Shares 555 Est. Cost $3.60 Unrealized
ROST ROSS STORES INC COM 0.0%
Value ($000) $2 Shares 15 Est. Cost $69.00 Unrealized +62.6%
HST HOST HOTELS & RESORTS INC COM 0.0%
Value ($000) $2 Shares 110 Est. Cost $13.27 Unrealized -2.7%
SUSB ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF 0.0%
Value ($000) $2 Shares 77 Est. Cost $25.97 Unrealized
NOW SERVICENOW INC COM 0.0%
Value ($000) $2 Shares 3 Est. Cost $105.57 Unrealized 0.0%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.0%
Value ($000) $2 Shares 8 Est. Cost $241.32 Unrealized 0.0%
TRIP TRIPADVISOR INC COM 0.0%
Value ($000) $2 Shares 30 Est. Cost $42.90 Unrealized 0.0%
QQXT FIRST TRUST NASDAQ-100 EX-TECHNOLOGY SECTOR INDEX FUND 0.0%
Value ($000) $2 Shares 28 Est. Cost $35.71 Unrealized
AEIS ADVANCED ENERGY INDS COM 0.0%
Value ($000) $2 Shares 20 Est. Cost $68.49 Unrealized +55.3%
SPINNAKER ETF SERIES CANNABIS ETF 0.0%
Value ($000) $2 Shares 105 Est. Cost $19.05 Unrealized
FORTRESS TRANS INFRST INVS LLC COM REP LTD LIAB 0.0%
Value ($000) $2 Shares 81 Est. Cost $12.65 Unrealized
MU MICRON TECHNOLOGY INC COM 0.0%
Value ($000) $2 Shares 20 Est. Cost $58.84 Unrealized +40.7%
SMFG SUMITOMO MITSUI FINL GROUP INC SPONSORED ADR 0.0%
Value ($000) $2 Shares 300 Est. Cost $3.33 Unrealized
TORTOISE ENERGY INFRA CORP COM 0.0%
Value ($000) $2 Shares 85 Est. Cost $11.76 Unrealized
XLE ENERGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $2 Shares 41 Est. Cost $62.79 Unrealized
FTV FORTIVE CORP COM 0.0%
Value ($000) $2 Shares 28 Est. Cost $43.82 Unrealized +15.6%
RWO SPDR DOW JONES GLOBAL REAL ESTATE ETF 0.0%
Value ($000) $2 Shares 32 Est. Cost $62.50 Unrealized
ESGD ISHARES MSCI EAFE ESG SELECT ETF 0.0%
Value ($000) $2 Shares 24 Est. Cost $83.33 Unrealized
FOOT LOCKER INC COM 0.0%
Value ($000) $1 Shares 16 Est. Cost $51.16 Unrealized
KWEB KRANESHARES CSI CHINA INTERNET ETF 0.0%
Value ($000) $1 Shares 11 Est. Cost $90.91 Unrealized
WAB WABTEC COM 0.0%
Value ($000) $1 Shares 7 Est. Cost $63.02 Unrealized +19.8%
LLY LILLY ELI & CO COM 0.0%
Value ($000) $1 Shares 7 Est. Cost $101.37 Unrealized +83.5%
DMTKQ DERMTECH INC COM 0.0%
Value ($000) $1 Shares 25 Est. Cost $40.00 Unrealized
SDCCQ SMILEDIRECTCLUB INC CL A COM 0.0%
Value ($000) $1 Shares 68 Est. Cost $6.93 Unrealized +70.9%
WCLD WISDOMTREE CLOUD COMPUTING FUND 0.0%
Value ($000) $1 Shares 27 Est. Cost $37.04 Unrealized
FITB FIFTH THIRD BANCORP COM 0.0%
Value ($000) $1 Shares 15 Est. Cost $28.18 Unrealized 0.0%
TONIX PHARMACEUTICALS HLDG CO COM 0.0%
Value ($000) $1 Shares 1,000 Est. Cost $1.00 Unrealized
MTRN MATERION CORP COM 0.0%
Value ($000) $1 Shares 20 Est. Cost $54.48 Unrealized +27.4%
OTIS OTIS WORLDWIDE CORP COM 0.0%
Value ($000) $1 Shares 14 Est. Cost $47.48 Unrealized +27.9%
QUIDEL CORP COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $100.00 Unrealized
JBLU JETBLUE AWYS CORP COM 0.0%
Value ($000) $1 Shares 55 Est. Cost $17.33 Unrealized 0.0%
IEF ISHARES 7-10 YEAR TREASURY BOND ETF 0.0%
Value ($000) $1 Shares 12 Est. Cost $94.12 Unrealized
TLT ISHARES 20 YEAR TREASURY BOND ETF 0.0%
Value ($000) $1 Shares 8 Est. Cost $125.00 Unrealized
TELLURIAN INC NEW COM 0.0%
Value ($000) $1 Shares 500 Est. Cost $2.00 Unrealized
GDDY GODADDY INC CL A 0.0%
Value ($000) $1 Shares 9 Est. Cost $43.10 Unrealized +86.7%
CARZ FIRST TRUST NASDAQ GLOBAL AUTO INDEX FUND 0.0%
Value ($000) $1 Shares 21 Est. Cost $47.62 Unrealized
CC CHEMOURS CO COM 0.0%
Value ($000) $1 Shares 23 Est. Cost $11.42 Unrealized +95.9%
VIRT VIRTU FINL INC CL A 0.0%
Value ($000) $1 Shares 39 Est. Cost $24.12 Unrealized +14.3%
BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 0.0%
Value ($000) $1 Shares 15 Est. Cost $66.67 Unrealized
QURE UNIQURE NV SHS 0.0%
Value ($000) $1 Shares 20 Est. Cost $42.18 Unrealized -15.0%
CO-DIAGNOSTICS INC COM 0.0%
Value ($000) $1 Shares 100 Est. Cost Unrealized
JEF JEFFERIES FINL GROUP INC COM 0.0%
Value ($000) $1 Shares 48 Est. Cost $23.42 Unrealized 0.0%
ATLASSIAN CORP PLC CL A 0.0%
Value ($000) $1 Shares 5 Est. Cost $200.00 Unrealized
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value ($000) $1 Shares 28 Est. Cost $17.13 Unrealized +112.7%
CUREVAC N V COM 0.0%
Value ($000) $1 Shares 12 Est. Cost $83.33 Unrealized
PEGA PEGASYSTEMS INC COM 0.0%
Value ($000) $1 Shares 9 Est. Cost $65.38 Unrealized 0.0%
MCHI ISHARES MSCI CHINA ETF 0.0%
Value ($000) $1 Shares 10 Est. Cost $100.00 Unrealized
IGPT INVESCO DYNAMIC SOFTWARE ETF 0.0%
Value ($000) $1 Shares 5 Est. Cost $107.14 Unrealized
XPEV XPENG INC ADS 0.0%
Value ($000) $1 Shares 15 Est. Cost $66.67 Unrealized
IHDG WISDOMTREE INTERNATIONAL HEDGED QUALITY DIVIDEND GROWTH FUND 0.0%
Value ($000) $1 Shares 20 Est. Cost Unrealized
IYT ISHARES TRANSPORTATION AVERAGE ETF 0.0%
Value ($000) $1 Shares 5 Est. Cost $200.00 Unrealized
LABORATORY CORP AMER HLDGS COM NEW 0.0%
Value ($000) $1 Shares 4 Est. Cost $250.00 Unrealized
BXP BOSTON PROPERTIES INC COM 0.0%
Value ($000) $1 Shares 12 Est. Cost $86.59 Unrealized -12.6%
ALC ALCON AG ORD SHS 0.0%
Value ($000) $1 Shares 8 Est. Cost $61.67 Unrealized +13.2%
ELAN ELANCO ANIMAL HEALTH INC COM 0.0%
Value ($000) $1 Shares 42 Est. Cost $30.51 Unrealized +0.8%
DRIV GLOBAL X AUTONOMOUS & ELECTRIC VEHICLES ETF 0.0%
Value ($000) $1 Shares 25 Est. Cost $40.00 Unrealized
OKE ONEOK INC NEW COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $42.13 Unrealized -18.1%
PINS PINTEREST INC CL A 0.0%
Value ($000) $1 Shares 16 Est. Cost $74.38 Unrealized 0.0%
TILRAY INC COM CL 2 0.0%
Value ($000) $1 Shares 55 Est. Cost $18.18 Unrealized
HOG HARLEY DAVIDSON INC COM 0.0%
Value ($000) $0 Shares 8 Est. Cost $39.21 Unrealized -5.2%
MICRO FOCUS INTL PLC SPON ADR NEW 0.0%
Value ($000) $0 Shares 10 Est. Cost Unrealized
IGE ISHARES NORTH AMERICAN NATURAL RESOURCES ETF 0.0%
Value ($000) $0 Shares 16 Est. Cost Unrealized
SIRIUS XM HOLDINGS INC COM 0.0%
Value ($000) $0 Shares 72 Est. Cost $5.00 Unrealized
AVT AVNET INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $29.25 Unrealized +16.7%
ALL ALLSTATE CORP COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $75.17 Unrealized +30.0%
DEO DIAGEO PLC SPON ADR NEW 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
SPB SPECTRUM BRANDS HLDGS INC NEW COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $81.51 Unrealized 0.0%
VIRGIN GALACTIC HOLDINGS INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
FORESIGHT AUTONOMOUS HLDGS LTD SPONSORED ADS 0.0%
Value ($000) $0 Shares 50 Est. Cost Unrealized
OPTT OCEAN PWR TECHNOLOGIES INC COM NEW 0.0%
Value ($000) $0 Shares 100 Est. Cost $3.85 Unrealized 0.0%
BLNK BLINK CHARGING CO COM 0.0%
Value ($000) $0 Shares 6 Est. Cost $43.58 Unrealized 0.0%
HOLLYFRONTIER CORP COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $41.67 Unrealized
GEVO GEVO INC COM PAR 0.0%
Value ($000) $0 Shares 25 Est. Cost $9.59 Unrealized 0.0%
VNT VONTIER CORPORATION COM 0.0%
Value ($000) $0 Shares 11 Est. Cost $31.19 Unrealized +4.6%
GME GAMESTOP CORP NEW CL A 0.0%
Value ($000) $0 Shares 1 Est. Cost $29.52 Unrealized 0.0%
HYMB SPDR NUVEEN BLOOMBERG BARCLAYS HIGH YIELD MUNICIPAL BOND ETF 0.0%
Value ($000) $0 Shares 4 Est. Cost $54.59 Unrealized
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $39.38 Unrealized +5.1%
IDRV ISHARES SELF-DRIVING EV AND TECH ETF 0.0%
Value ($000) $0 Shares 10 Est. Cost Unrealized
WDC WESTERN DIGITAL CORP. COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $33.07 Unrealized +40.9%
GLOBALSTAR INC COM 0.0%
Value ($000) $0 Shares 200 Est. Cost Unrealized
GOGL GOLDEN OCEAN GROUP LTD SHS NEW 0.0%
Value ($000) $0 Shares 7 Est. Cost Unrealized
INOVIO PHARMACEUTICALS INC COM NEW 0.0%
Value ($000) $0 Shares 50 Est. Cost Unrealized
AMERICAN FIN TR INC COM CLASS A 0.0%
Value ($000) $0 Shares 6 Est. Cost $11.24 Unrealized
NAT NORDIC AMERICAN TANKERS LIMITE COM 0.0%
Value ($000) $0 Shares 11 Est. Cost $3.71 Unrealized -13.1%
GPRO GOPRO INC CL A 0.0%
Value ($000) $0 Shares 7 Est. Cost $9.37 Unrealized +0.8%
SBRA SABRA HEALTH CARE REIT INC COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $15.28 Unrealized