Bogart Wealth, LLC Diversified Active

CIK: 0001715740 · Show all filings

Period: Q2 2021 (← Previous) (Next →)

Filing Date: Aug 6, 2021

Total Value ($000): $915,290 (100.0% shares, 0.0% debt)

Holdings (693)

XOM EXXON MOBIL CORP COM 9.7%
Value ($000) $88,431 Shares 1,401,880 Est. Cost $44.48 Unrealized +12.5%
VOO VANGUARD S&P 500 ETF 8.2%
Value ($000) $75,263 Shares 191,254 Est. Cost $278.83 Unrealized
FIXD FIRST TRUST TCW OPPORTUNISTIC FIXED INCOME ETF 6.5%
Value ($000) $59,117 Shares 1,102,257 Est. Cost $53.27 Unrealized
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 6.0%
Value ($000) $54,606 Shares 831,396 Est. Cost $58.32 Unrealized
VGK VANGUARD FTSE EUROPE ETF 4.6%
Value ($000) $41,906 Shares 623,037 Est. Cost $60.27 Unrealized
VOE VANGUARD MID-CAP VALUE INDEX FUND 4.5%
Value ($000) $40,880 Shares 290,959 Est. Cost $129.49 Unrealized
CMBS ISHARES CMBS ETF 4.5%
Value ($000) $40,731 Shares 748,997 Est. Cost $54.00 Unrealized
BND VANGUARD TOTAL BOND MARKET INDEX FUND 4.3%
Value ($000) $38,907 Shares 452,985 Est. Cost $84.87 Unrealized
FNDE SCHWAB FUNDAMENTAL EMERGING MARKETS LARGE COMPANY INDEX ETF 3.6%
Value ($000) $32,832 Shares 1,018,054 Est. Cost $32.25 Unrealized
FLCB FRANKLIN LIBERTY U.S. CORE BOND ETF 3.2%
Value ($000) $29,143 Shares 1,142,430 Est. Cost $25.45 Unrealized
FLQL FRANKLIN LIBERTYQ U.S. EQUITY ETF 3.1%
Value ($000) $28,300 Shares 661,051 Est. Cost $32.52 Unrealized
IJR ISHARES S&P SMALL-CAP FUND 2.9%
Value ($000) $26,403 Shares 233,696 Est. Cost $110.29 Unrealized
ACWI ISHARES MSCI ACWI INDEX FUND 2.9%
Value ($000) $26,342 Shares 260,326 Est. Cost $73.17 Unrealized
ICSH BLACKROCK ULTRA SHORT-TERM BOND ETF 1.2%
Value ($000) $10,706 Shares 211,910 Est. Cost $50.36 Unrealized
MSFT MICROSOFT CORP COM 0.9%
Value ($000) $7,968 Shares 29,412 Est. Cost $154.91 Unrealized +58.0%
AAPL APPLE INC COM 0.8%
Value ($000) $7,448 Shares 54,382 Est. Cost $98.70 Unrealized +28.1%
CCI CROWN CASTLE INTL CORP NEW COM 0.7%
Value ($000) $6,120 Shares 31,368 Est. Cost $100.79 Unrealized +48.9%
IEFA ISHARES CORE MSCI EAFE ETF 0.6%
Value ($000) $5,869 Shares 78,395 Est. Cost $61.54 Unrealized
ABBV ABBVIE INC COM 0.6%
Value ($000) $5,814 Shares 51,611 Est. Cost $66.25 Unrealized +43.0%
V VISA INC COM CL A 0.6%
Value ($000) $5,701 Shares 24,382 Est. Cost $185.82 Unrealized +18.9%
BLACKROCK INC COM 0.6%
Value ($000) $5,697 Shares 6,510 Est. Cost $517.65 Unrealized
VZ VERIZON COMMUNICATIONS INC COM 0.6%
Value ($000) $5,687 Shares 101,502 Est. Cost $38.03 Unrealized +14.2%
LMT LOCKHEED MARTIN CORP COM 0.6%
Value ($000) $5,588 Shares 14,770 Est. Cost $263.99 Unrealized +28.2%
PEP PEPSICO INC COM 0.6%
Value ($000) $5,588 Shares 37,715 Est. Cost $117.43 Unrealized +7.4%
CVX CHEVRON CORP NEW COM 0.6%
Value ($000) $5,520 Shares 52,698 Est. Cost $80.37 Unrealized +8.4%
KEY KEYCORP COM 0.6%
Value ($000) $5,497 Shares 266,178 Est. Cost $13.50 Unrealized +28.0%
IBM INTERNATIONAL BUSINESS MACHS COM 0.6%
Value ($000) $5,462 Shares 37,261 Est. Cost $95.58 Unrealized +18.7%
DLR DIGITAL RLTY TR INC COM 0.6%
Value ($000) $5,454 Shares 36,248 Est. Cost $96.64 Unrealized +32.9%
CSCO CISCO SYS INC COM 0.6%
Value ($000) $5,353 Shares 101,003 Est. Cost $34.02 Unrealized +34.7%
BCE BCE INC COM NEW 0.6%
Value ($000) $5,237 Shares 106,182 Est. Cost $29.33 Unrealized +19.5%
CAT CATERPILLAR INC COM 0.6%
Value ($000) $5,226 Shares 24,015 Est. Cost $108.90 Unrealized +94.5%
DUK DUKE ENERGY CORP NEW COM NEW 0.6%
Value ($000) $5,174 Shares 52,414 Est. Cost $66.43 Unrealized +26.3%
PNC PNC FINL SVCS GROUP INC COM 0.6%
Value ($000) $5,058 Shares 26,515 Est. Cost $122.06 Unrealized +30.0%
D DOMINION ENERGY INC COM 0.6%
Value ($000) $5,055 Shares 68,710 Est. Cost $59.18 Unrealized +5.9%
CVS CVS HEALTH CORP COM 0.5%
Value ($000) $5,022 Shares 60,185 Est. Cost $52.67 Unrealized +33.8%
USB US BANCORP DEL COM NEW 0.5%
Value ($000) $5,019 Shares 88,107 Est. Cost $47.70 Unrealized +0.0%
GILD GILEAD SCIENCES INC COM 0.5%
Value ($000) $4,947 Shares 71,847 Est. Cost $52.93 Unrealized +5.5%
QSR RESTAURANT BRANDS INTL INC COM 0.5%
Value ($000) $4,923 Shares 76,394 Est. Cost $63.15 Unrealized +6.7%
QQQ INVESCO QQQ TRUST 0.5%
Value ($000) $4,923 Shares 13,890 Est. Cost $233.79 Unrealized
PFE PFIZER INC COM 0.5%
Value ($000) $4,897 Shares 125,043 Est. Cost $27.76 Unrealized +11.6%
MO ALTRIA GROUP INC COM 0.5%
Value ($000) $4,736 Shares 99,335 Est. Cost $32.16 Unrealized +5.6%
GOOGL ALPHABET INC CAP STK CL A 0.5%
Value ($000) $4,464 Shares 1,828 Est. Cost $78.70 Unrealized +47.3%
AMZN AMAZON COM INC COM 0.5%
Value ($000) $4,338 Shares 1,261 Est. Cost $121.35 Unrealized +37.0%
DHR DANAHER CORPORATION COM 0.4%
Value ($000) $3,886 Shares 14,481 Est. Cost $180.15 Unrealized +20.5%
EFG ISHARES MSCI EAFE GROWTH ETF 0.4%
Value ($000) $3,719 Shares 34,664 Est. Cost $84.77 Unrealized
NKE NIKE INC CL B 0.3%
Value ($000) $3,084 Shares 19,964 Est. Cost $101.83 Unrealized +23.4%
META FACEBOOK INC CL A 0.3%
Value ($000) $3,071 Shares 8,831 Est. Cost $227.32 Unrealized +40.1%
SCHM SCHWAB U.S. MID-CAP ETF 0.3%
Value ($000) $3,021 Shares 38,597 Est. Cost $66.91 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED COM 0.3%
Value ($000) $2,976 Shares 5,082 Est. Cost $325.90 Unrealized +58.2%
SCHE SCHWAB EMERGING MARKETS EQUITY ETF 0.3%
Value ($000) $2,967 Shares 90,227 Est. Cost $27.29 Unrealized
JNJ JOHNSON & JOHNSON COM 0.3%
Value ($000) $2,942 Shares 17,857 Est. Cost $117.28 Unrealized +23.6%
ACTIVISION BLIZZARD INC COM 0.3%
Value ($000) $2,820 Shares 29,543 Est. Cost $75.78 Unrealized
CRM SALESFORCE COM INC COM 0.3%
Value ($000) $2,777 Shares 11,370 Est. Cost $197.66 Unrealized +15.2%
HD HOME DEPOT INC COM 0.3%
Value ($000) $2,713 Shares 8,506 Est. Cost $207.51 Unrealized +36.8%
MA MASTERCARD INCORPORATED CL A 0.3%
Value ($000) $2,633 Shares 7,212 Est. Cost $293.69 Unrealized +23.4%
STZ CONSTELLATION BRANDS INC CL A 0.3%
Value ($000) $2,615 Shares 11,182 Est. Cost $185.24 Unrealized +17.4%
SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF 0.3%
Value ($000) $2,604 Shares 17,842 Est. Cost $108.84 Unrealized
UBER UBER TECHNOLOGIES INC COM 0.3%
Value ($000) $2,557 Shares 51,020 Est. Cost $44.98 Unrealized +16.1%
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.3%
Value ($000) $2,537 Shares 11,189 Est. Cost $215.28 Unrealized
SCHB SCHWAB U.S. BROAD MARKET ETF 0.3%
Value ($000) $2,409 Shares 23,108 Est. Cost $67.52 Unrealized
MCD MCDONALDS CORP COM 0.3%
Value ($000) $2,365 Shares 10,238 Est. Cost $184.63 Unrealized +13.4%
TXN TEXAS INSTRS INC COM 0.2%
Value ($000) $2,257 Shares 11,734 Est. Cost $110.93 Unrealized +48.0%
SBUX STARBUCKS CORP COM 0.2%
Value ($000) $2,255 Shares 20,165 Est. Cost $82.94 Unrealized +22.6%
UNH UNITEDHEALTH GROUP INC COM 0.2%
Value ($000) $2,234 Shares 5,580 Est. Cost $260.32 Unrealized +41.8%
IJH ISHARES S&P MIDCAP FUND 0.2%
Value ($000) $2,230 Shares 8,297 Est. Cost $197.45 Unrealized
IHI ISHARES U.S. MEDICAL DEVICES ETF 0.2%
Value ($000) $2,223 Shares 6,156 Est. Cost $192.85 Unrealized
JPM JPMORGAN CHASE & CO COM 0.2%
Value ($000) $2,222 Shares 14,286 Est. Cost $110.73 Unrealized +26.2%
GS GOLDMAN SACHS GROUP INC COM 0.2%
Value ($000) $2,195 Shares 5,782 Est. Cost $215.46 Unrealized +48.2%
SCHV SCHWAB U.S. LARGE-CAP VALUE ETF 0.2%
Value ($000) $2,187 Shares 31,994 Est. Cost $54.68 Unrealized
NEE NEXTERA ENERGY INC COM 0.2%
Value ($000) $2,166 Shares 29,555 Est. Cost $61.52 Unrealized +8.1%
KO COCA COLA CO COM 0.2%
Value ($000) $2,160 Shares 39,925 Est. Cost $40.07 Unrealized +18.0%
XSD SPDR S&P SEMICONDUCTOR ETF 0.2%
Value ($000) $2,122 Shares 11,032 Est. Cost $192.35 Unrealized
SHOP SHOPIFY INC CL A 0.2%
Value ($000) $2,111 Shares 1,445 Est. Cost $109.95 Unrealized +12.1%
DOCU DOCUSIGN INC COM 0.2%
Value ($000) $2,104 Shares 7,526 Est. Cost $229.87 Unrealized -2.7%
ZM ZOOM VIDEO COMMUNICATIONS INC CL A 0.2%
Value ($000) $2,069 Shares 5,345 Est. Cost $388.31 Unrealized -14.2%
GD GENERAL DYNAMICS CORP COM 0.2%
Value ($000) $2,054 Shares 10,908 Est. Cost $152.01 Unrealized +12.4%
MMM 3M CO COM 0.2%
Value ($000) $2,044 Shares 10,290 Est. Cost $128.47 Unrealized +9.3%
AMGN AMGEN INC COM 0.2%
Value ($000) $2,037 Shares 8,355 Est. Cost $172.71 Unrealized +23.0%
MDT MEDTRONIC PLC SHS 0.2%
Value ($000) $2,035 Shares 16,393 Est. Cost $86.15 Unrealized +27.1%
EL LAUDER ESTEE COS INC CL A 0.2%
Value ($000) $2,034 Shares 6,393 Est. Cost $200.55 Unrealized +41.1%
ZENDESK INC COM 0.2%
Value ($000) $2,015 Shares 13,963 Est. Cost $103.43 Unrealized
RY ROYAL BK CDA COM 0.2%
Value ($000) $1,999 Shares 19,732 Est. Cost $87.04 Unrealized +13.9%
TDOC TELADOC HEALTH INC COM 0.2%
Value ($000) $1,997 Shares 12,008 Est. Cost $162.16 Unrealized -0.1%
PANW PALO ALTO NETWORKS INC COM 0.2%
Value ($000) $1,978 Shares 5,332 Est. Cost $45.79 Unrealized +29.4%
MELI MERCADOLIBRE INC COM 0.2%
Value ($000) $1,972 Shares 1,266 Est. Cost $1080.46 Unrealized +35.9%
AMAT APPLIED MATLS INC COM 0.2%
Value ($000) $1,967 Shares 13,813 Est. Cost $60.48 Unrealized +113.0%
SCHA SCHWAB U.S. SMALL-CAP ETF 0.2%
Value ($000) $1,950 Shares 18,716 Est. Cost $85.61 Unrealized
MET METLIFE INC COM 0.2%
Value ($000) $1,938 Shares 32,375 Est. Cost $40.14 Unrealized +37.2%
DIS DISNEY WALT CO COM 0.2%
Value ($000) $1,927 Shares 10,965 Est. Cost $137.88 Unrealized +27.4%
MBB ISHARES MBS ETF 0.2%
Value ($000) $1,896 Shares 17,513 Est. Cost $108.42 Unrealized
IMAX IMAX CORP COM 0.2%
Value ($000) $1,892 Shares 88,011 Est. Cost $16.03 Unrealized +34.4%
TFC TRUIST FINL CORP COM 0.2%
Value ($000) $1,852 Shares 33,365 Est. Cost $41.04 Unrealized +14.6%
COST COSTCO WHSL CORP NEW COM 0.2%
Value ($000) $1,852 Shares 4,679 Est. Cost $293.67 Unrealized +22.3%
XEL XCEL ENERGY INC COM 0.2%
Value ($000) $1,845 Shares 27,999 Est. Cost $57.31 Unrealized +4.6%
HYLB X-TRACKERS USD HIGH YIELD CORPORATE BOND ETF 0.2%
Value ($000) $1,843 Shares 45,719 Est. Cost $49.73 Unrealized
SCHZ SCHWAB US AGGREGATE BOND ETF 0.2%
Value ($000) $1,802 Shares 32,999 Est. Cost $54.07 Unrealized
DG DOLLAR GEN CORP NEW COM 0.2%
Value ($000) $1,760 Shares 8,134 Est. Cost $160.16 Unrealized +22.1%
SCZ ISHARES MSCI EAFE SMALL-CAP ETF 0.2%
Value ($000) $1,716 Shares 23,137 Est. Cost $58.25 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.2%
Value ($000) $1,567 Shares 5,772 Est. Cost $161.95 Unrealized
GLD SPDR GOLD SHARES 0.1%
Value ($000) $1,275 Shares 7,697 Est. Cost $162.68 Unrealized
IDV ISHARES INTERNATIONAL SELECT DIVIDEND ETF 0.1%
Value ($000) $1,116 Shares 34,445 Est. Cost $32.91 Unrealized
KBWY INVESCO KBW PREMIUM YIELD EQUITY REIT ETF 0.1%
Value ($000) $1,106 Shares 47,857 Est. Cost $22.42 Unrealized
ESGU ISHARES ESG AWARE MSCI USA ETF 0.1%
Value ($000) $1,070 Shares 10,869 Est. Cost $97.66 Unrealized
RPV INVESCO S&P 500 PURE VALUE ETF 0.1%
Value ($000) $1,039 Shares 13,459 Est. Cost $48.19 Unrealized
BNS BANK NOVA SCOTIA B C COM 0.1%
Value ($000) $956 Shares 14,685 Est. Cost $44.07 Unrealized +14.7%
ORCL ORACLE CORP COM 0.1%
Value ($000) $723 Shares 9,287 Est. Cost $34.36 Unrealized +114.2%
VNLA JANUS HENDERSON SHORT DURATION INCOME ETF 0.1%
Value ($000) $695 Shares 13,844 Est. Cost $50.23 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 0.1%
Value ($000) $685 Shares 4,317 Est. Cost $102.86 Unrealized
EFAV ISHARES MSCI EAFE MIN VOL FACTOR ETF 0.1%
Value ($000) $567 Shares 7,505 Est. Cost $62.09 Unrealized
CL COLGATE PALMOLIVE CO COM 0.1%
Value ($000) $557 Shares 6,852 Est. Cost $62.43 Unrealized +17.6%
SCHF SCHWAB INTERNATIONAL EQUITY ETF 0.1%
Value ($000) $498 Shares 12,622 Est. Cost $34.93 Unrealized
VTI VANGUARD TOTAL STOCK MARKET INDEX FUND 0.0%
Value ($000) $438 Shares 1,964 Est. Cost $153.33 Unrealized
HEDJ WISDOMTREE EUROPE HEDGED EQUITY FUND 0.0%
Value ($000) $425 Shares 5,572 Est. Cost $54.11 Unrealized
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $407 Shares 6,081 Est. Cost $43.28 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.0%
Value ($000) $401 Shares 1,443 Est. Cost $202.93 Unrealized +37.7%
ETN EATON CORP PLC SHS 0.0%
Value ($000) $397 Shares 2,679 Est. Cost $95.16 Unrealized +40.7%
EPD ENTERPRISE PRODS PARTNERS L P COM 0.0%
Value ($000) $378 Shares 15,645 Est. Cost $24.06 Unrealized
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.0%
Value ($000) $352 Shares 3,050 Est. Cost $106.52 Unrealized
ROYAL DUTCH SHELL PLC SPON ADR B 0.0%
Value ($000) $352 Shares 9,059 Est. Cost $49.66 Unrealized
CWB SPDR BLOOMBERG BARCLAYS CONVERTIBLE SECURITIES ETF 0.0%
Value ($000) $339 Shares 3,913 Est. Cost $47.14 Unrealized
VPL VANGUARD FTSE PACIFIC ETF 0.0%
Value ($000) $320 Shares 3,883 Est. Cost $80.89 Unrealized
GSY INVESCO ULTRA SHORT DURATION ETF 0.0%
Value ($000) $317 Shares 6,286 Est. Cost $50.44 Unrealized
DE DEERE & CO COM 0.0%
Value ($000) $317 Shares 900 Est. Cost $300.39 Unrealized +14.1%
VDE VANGUARD ENERGY INDEX FUND 0.0%
Value ($000) $317 Shares 4,174 Est. Cost $73.68 Unrealized
MRK MERCK & CO INC COM 0.0%
Value ($000) $315 Shares 4,054 Est. Cost $48.45 Unrealized +32.4%
RSPT INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETF 0.0%
Value ($000) $310 Shares 1,067 Est. Cost $268.90 Unrealized
VFH VANGUARD FINANCIALS INDEX FUND 0.0%
Value ($000) $309 Shares 3,411 Est. Cost $88.63 Unrealized
T AT&T INC COM 0.0%
Value ($000) $309 Shares 10,752 Est. Cost $15.84 Unrealized +7.2%
ROYAL DUTCH SHELL PLC SPONS ADR A 0.0%
Value ($000) $308 Shares 7,628 Est. Cost $45.84 Unrealized
VTWO VANGUARD RUSSELL 2000 ETF 0.0%
Value ($000) $307 Shares 3,314 Est. Cost $104.90 Unrealized
PG PROCTER AND GAMBLE CO COM 0.0%
Value ($000) $301 Shares 2,227 Est. Cost $84.01 Unrealized +43.7%
SPYD SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF 0.0%
Value ($000) $300 Shares 7,478 Est. Cost $39.68 Unrealized
WDIV SPDR S&P GLOBAL DIVIDEND ETF 0.0%
Value ($000) $299 Shares 4,386 Est. Cost $67.61 Unrealized
LOW LOWES COS INC COM 0.0%
Value ($000) $284 Shares 1,464 Est. Cost $100.17 Unrealized +79.2%
BA BOEING CO COM 0.0%
Value ($000) $262 Shares 1,092 Est. Cost $244.91 Unrealized -1.3%
SPLUNK INC COM 0.0%
Value ($000) $252 Shares 1,745 Est. Cost $136.56 Unrealized
INTC INTEL CORP COM 0.0%
Value ($000) $250 Shares 4,449 Est. Cost $35.54 Unrealized +50.8%
BX BLACKSTONE GROUP INC COM 0.0%
Value ($000) $248 Shares 2,551 Est. Cost $38.05 Unrealized +100.4%
BMO BANK MONTREAL QUE COM 0.0%
Value ($000) $245 Shares 2,391 Est. Cost $50.67 Unrealized +61.1%
ROKU ROKU INC COM CL A 0.0%
Value ($000) $233 Shares 507 Est. Cost $139.78 Unrealized +153.1%
IVV ISHARES CORE S&P 500 ETF 0.0%
Value ($000) $230 Shares 533 Est. Cost $394.26 Unrealized
EW EDWARDS LIFESCIENCES CORP COM 0.0%
Value ($000) $221 Shares 2,136 Est. Cost $64.82 Unrealized +45.4%
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 0.0%
Value ($000) $215 Shares 2,176 Est. Cost $93.31 Unrealized
QCOM QUALCOMM INC COM 0.0%
Value ($000) $209 Shares 1,463 Est. Cost $52.56 Unrealized +132.4%
ENB ENBRIDGE INC COM 0.0%
Value ($000) $208 Shares 5,184 Est. Cost $24.93 Unrealized +14.9%
WELL WELLTOWER INC COM 0.0%
Value ($000) $201 Shares 2,413 Est. Cost $55.55 Unrealized +22.3%
SCHO SCHWAB SHORT-TERM U.S. TREASURY ETF 0.0%
Value ($000) $201 Shares 3,928 Est. Cost $50.29 Unrealized
HSY HERSHEY CO COM 0.0%
Value ($000) $193 Shares 1,106 Est. Cost $117.69 Unrealized +28.0%
IVW ISHARES S&P 500 GROWTH ETF 0.0%
Value ($000) $191 Shares 2,625 Est. Cost $70.19 Unrealized
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $189 Shares 650 Est. Cost $257.04 Unrealized +2.5%
STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS 0.0%
Value ($000) $185 Shares 2,100 Est. Cost $77.58 Unrealized 0.0%
WMT WALMART INC COM 0.0%
Value ($000) $184 Shares 1,302 Est. Cost $28.30 Unrealized +54.8%
GIS GENERAL MLS INC COM 0.0%
Value ($000) $178 Shares 2,929 Est. Cost $49.41 Unrealized +7.1%
SPY SPDR S&P 500 ETF 0.0%
Value ($000) $172 Shares 401 Est. Cost $231.50 Unrealized
BAC BK OF AMERICA CORP COM 0.0%
Value ($000) $167 Shares 4,060 Est. Cost $23.98 Unrealized +52.4%
IWP ISHARES RUSSELL MID-CAP GROWTH ETF 0.0%
Value ($000) $162 Shares 1,428 Est. Cost $106.42 Unrealized
IUSB ISHARES CORE TOTAL USD BOND MARKET ETF 0.0%
Value ($000) $160 Shares 3,000 Est. Cost $53.33 Unrealized
LGLV SPDR SSGA US LARGE CAP LOW VOLATILITY INDEX ETF 0.0%
Value ($000) $156 Shares 1,172 Est. Cost $108.89 Unrealized
ISHARES MSCI FRONTIER AND SELECT EM ETF 0.0%
Value ($000) $150 Shares 4,534 Est. Cost $25.28 Unrealized
PRU PRUDENTIAL FINL INC COM 0.0%
Value ($000) $145 Shares 1,418 Est. Cost $52.35 Unrealized +56.2%
BMY BRISTOL-MYERS SQUIBB CO COM 0.0%
Value ($000) $144 Shares 2,153 Est. Cost $45.92 Unrealized +17.3%
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value ($000) $143 Shares 1,693 Est. Cost $50.20 Unrealized +44.9%
XLG INVESCO S&P 500 TOP 50 ETF 0.0%
Value ($000) $139 Shares 426 Est. Cost $296.47 Unrealized
MPLX MPLX LP COM UNIT REP LTD 0.0%
Value ($000) $134 Shares 4,541 Est. Cost $24.88 Unrealized
ET ENERGY TRANSFER L P COM UT LTD PTN 0.0%
Value ($000) $129 Shares 12,138 Est. Cost $12.53 Unrealized
AXP AMERICAN EXPRESS CO COM 0.0%
Value ($000) $128 Shares 773 Est. Cost $134.20 Unrealized +10.2%
IVE ISHARES S&P 500 VALUE ETF 0.0%
Value ($000) $128 Shares 867 Est. Cost $143.91 Unrealized
AMLP ALERIAN MLP ETF 0.0%
Value ($000) $126 Shares 3,451 Est. Cost $24.66 Unrealized
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 0.0%
Value ($000) $125 Shares 2,551 Est. Cost $64.04 Unrealized
RSPH INVESCO S&P 500 EQUAL WEIGHT HEALTH CARE ETF 0.0%
Value ($000) $120 Shares 408 Est. Cost $269.61 Unrealized
XBI SPDR S&P BIOTECH ETF 0.0%
Value ($000) $114 Shares 843 Est. Cost $135.95 Unrealized
VB VANGUARD SMALL-CAP INDEX FUND 0.0%
Value ($000) $110 Shares 486 Est. Cost $163.34 Unrealized
KMI KINDER MORGAN INC DEL COM 0.0%
Value ($000) $109 Shares 5,954 Est. Cost $12.03 Unrealized +14.1%
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $107 Shares 4,047 Est. Cost $25.18 Unrealized
MCHP MICROCHIP TECHNOLOGY INC. COM 0.0%
Value ($000) $106 Shares 710 Est. Cost $35.91 Unrealized +92.5%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.0%
Value ($000) $104 Shares 1,911 Est. Cost $38.41 Unrealized
SLV ISHARES SILVER TRUST 0.0%
Value ($000) $103 Shares 4,235 Est. Cost $24.15 Unrealized
KKR KKR & CO INC COM 0.0%
Value ($000) $101 Shares 1,702 Est. Cost $26.76 Unrealized +99.3%
VO VANGUARD MID-CAP INDEX FUND 0.0%
Value ($000) $100 Shares 421 Est. Cost $197.84 Unrealized
MS MORGAN STANLEY COM NEW 0.0%
Value ($000) $99 Shares 1,084 Est. Cost $45.94 Unrealized +60.4%
ALGN ALIGN TECHNOLOGY INC COM 0.0%
Value ($000) $98 Shares 160 Est. Cost $255.82 Unrealized +131.4%
RTX RAYTHEON TECHNOLOGIES CORP COM 0.0%
Value ($000) $98 Shares 1,153 Est. Cost $57.11 Unrealized +32.6%
PM PHILIP MORRIS INTL INC COM 0.0%
Value ($000) $96 Shares 973 Est. Cost $61.80 Unrealized +23.7%
SO SOUTHERN CO COM 0.0%
Value ($000) $96 Shares 1,589 Est. Cost $33.82 Unrealized +59.0%
IGM ISHARES EXPANDED TECH SECTOR ETF 0.0%
Value ($000) $95 Shares 235 Est. Cost $159.84 Unrealized
VTR VENTAS INC COM 0.0%
Value ($000) $93 Shares 1,622 Est. Cost $42.86 Unrealized +10.7%
NUVEEN MUNICIPAL CREDIT INC FD COM SH BEN INT 0.0%
Value ($000) $92 Shares 5,350 Est. Cost $15.23 Unrealized
GE GENERAL ELECTRIC CO COM 0.0%
Value ($000) $89 Shares 6,594 Est. Cost $65.27 Unrealized 0.0%
ABT ABBOTT LABS COM 0.0%
Value ($000) $89 Shares 764 Est. Cost $108.14 Unrealized -0.8%
BXMT BLACKSTONE MTG TR INC COM CL A 0.0%
Value ($000) $89 Shares 2,802 Est. Cost $37.12 Unrealized
MEDALLIA INC COM 0.0%
Value ($000) $88 Shares 2,614 Est. Cost $23.54 Unrealized
ARKK ARK INNOVATION ETF 0.0%
Value ($000) $88 Shares 671 Est. Cost $99.81 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.0%
Value ($000) $88 Shares 35 Est. Cost $87.29 Unrealized +35.5%
VHT VANGUARD HEALTH CARE INDEX FUND 0.0%
Value ($000) $88 Shares 357 Est. Cost $154.57 Unrealized
MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF 0.0%
Value ($000) $87 Shares 500 Est. Cost $130.45 Unrealized
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $87 Shares 1,921 Est. Cost $38.23 Unrealized +4.6%
FTV FORTIVE CORP COM 0.0%
Value ($000) $86 Shares 1,228 Est. Cost $52.63 Unrealized +0.4%
RPG INVESCO S&P 500 PURE GROWTH ETF 0.0%
Value ($000) $85 Shares 460 Est. Cost $164.86 Unrealized
IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF 0.0%
Value ($000) $84 Shares 634 Est. Cost $141.03 Unrealized
XYZ SQUARE INC CL A 0.0%
Value ($000) $84 Shares 345 Est. Cost $70.73 Unrealized +227.9%
KR KROGER CO COM 0.0%
Value ($000) $83 Shares 2,159 Est. Cost $30.78 Unrealized +10.8%
APD AIR PRODS & CHEMS INC COM 0.0%
Value ($000) $82 Shares 286 Est. Cost $248.42 Unrealized +5.0%
SWK STANLEY BLACK & DECKER INC COM 0.0%
Value ($000) $81 Shares 396 Est. Cost $116.70 Unrealized +51.4%
JPST JPMORGAN ULTRA-SHORT INCOME ETF 0.0%
Value ($000) $81 Shares 1,590 Est. Cost $50.61 Unrealized
MLPA GLOBAL X MLP ETF 0.0%
Value ($000) $80 Shares 2,067 Est. Cost $27.09 Unrealized
GLAXOSMITHKLINE PLC SPONSORED ADR 0.0%
Value ($000) $80 Shares 2,007 Est. Cost $39.54 Unrealized
CMP COMPASS MINERALS INTL INC COM 0.0%
Value ($000) $80 Shares 1,350 Est. Cost $56.59 Unrealized +10.3%
TMO THERMO FISHER SCIENTIFIC INC COM 0.0%
Value ($000) $78 Shares 155 Est. Cost $247.90 Unrealized +88.0%
IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $78 Shares 1,418 Est. Cost $52.82 Unrealized
VUG VANGUARD GROWTH INDEX FUND 0.0%
Value ($000) $76 Shares 263 Est. Cost $233.12 Unrealized
FDL FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND 0.0%
Value ($000) $76 Shares 2,294 Est. Cost $29.02 Unrealized
FDX FEDEX CORP COM 0.0%
Value ($000) $74 Shares 249 Est. Cost $194.88 Unrealized +38.7%
MRSH MARSH & MCLENNAN COS INC COM 0.0%
Value ($000) $74 Shares 525 Est. Cost $105.63 Unrealized +18.5%
VGT VANGUARD INFORMATION TECHNOLOGY INDEX FUND 0.0%
Value ($000) $72 Shares 180 Est. Cost $331.80 Unrealized
VTV VANGUARD VALUE INDEX FUND 0.0%
Value ($000) $71 Shares 519 Est. Cost $112.64 Unrealized
BIV VANGUARD INTERMEDIATE-TERM BOND INDEX FUND 0.0%
Value ($000) $71 Shares 788 Est. Cost $84.68 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $71 Shares 1,940 Est. Cost $30.73 Unrealized
USIG ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $69 Shares 1,139 Est. Cost $56.71 Unrealized
TSLA TESLA INC COM 0.0%
Value ($000) $68 Shares 100 Est. Cost $185.98 Unrealized +16.7%
QTEC FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND 0.0%
Value ($000) $67 Shares 423 Est. Cost $77.17 Unrealized
GABELLI DIVID & INCOME TR COM 0.0%
Value ($000) $66 Shares 2,510 Est. Cost $20.27 Unrealized
FLOT ISHARES FLOATING RATE BOND ETF 0.0%
Value ($000) $65 Shares 1,284 Est. Cost $50.47 Unrealized
BLACKROCK ENHANCD CAP & INM FD COM 0.0%
Value ($000) $64 Shares 3,100 Est. Cost $17.10 Unrealized
MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND 0.0%
Value ($000) $64 Shares 631 Est. Cost $101.88 Unrealized
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.0%
Value ($000) $63 Shares 200 Est. Cost $304.23 Unrealized
SSL SASOL LTD SPONSORED ADR 0.0%
Value ($000) $61 Shares 4,000 Est. Cost $15.25 Unrealized
CBRE CBRE GROUP INC CL A 0.0%
Value ($000) $60 Shares 703 Est. Cost $60.29 Unrealized +41.6%
ADP AUTOMATIC DATA PROCESSING INC COM 0.0%
Value ($000) $58 Shares 294 Est. Cost $137.48 Unrealized +28.2%
TRP TC ENERGY CORP COM 0.0%
Value ($000) $56 Shares 1,140 Est. Cost $34.25 Unrealized +14.9%
AMP AMERIPRISE FINL INC COM 0.0%
Value ($000) $55 Shares 220 Est. Cost $182.23 Unrealized +29.1%
UAL UNITED AIRLS HLDGS INC COM 0.0%
Value ($000) $55 Shares 1,051 Est. Cost $50.45 Unrealized +9.9%
ISTB ISHARES CORE 1-5 YEAR USD BOND ETF 0.0%
Value ($000) $55 Shares 1,067 Est. Cost $49.60 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND 0.0%
Value ($000) $53 Shares 344 Est. Cost $103.40 Unrealized
AOM ISHARES MODERATE ALLOCATION FUND 0.0%
Value ($000) $52 Shares 1,150 Est. Cost $43.48 Unrealized
EFA ISHARES MSCI EAFE ETF 0.0%
Value ($000) $52 Shares 658 Est. Cost $77.44 Unrealized
FNV FRANCO NEV CORP COM 0.0%
Value ($000) $52 Shares 360 Est. Cost $121.66 Unrealized +14.0%
ADI ANALOG DEVICES INC COM 0.0%
Value ($000) $51 Shares 297 Est. Cost $132.86 Unrealized +11.2%
HYMB SPDR NUVEEN BLOOMBERG BARCLAYS HIGH YIELD MUNICIPAL BOND ETF 0.0%
Value ($000) $51 Shares 841 Est. Cost $60.61 Unrealized
IGIB ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $50 Shares 820 Est. Cost $61.21 Unrealized
NVDA NVIDIA CORPORATION COM 0.0%
Value ($000) $50 Shares 62 Est. Cost $9.85 Unrealized +62.3%
CMCSA COMCAST CORP NEW CL A 0.0%
Value ($000) $49 Shares 862 Est. Cost $44.88 Unrealized +9.3%
TGT TARGET CORP COM 0.0%
Value ($000) $48 Shares 199 Est. Cost $67.02 Unrealized +185.8%
YUMC YUM CHINA HLDGS INC COM 0.0%
Value ($000) $48 Shares 730 Est. Cost $39.67 Unrealized +60.8%
MLM MARTIN MARIETTA MATLS INC COM 0.0%
Value ($000) $48 Shares 136 Est. Cost $187.88 Unrealized +84.2%
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $47 Shares 205 Est. Cost $229.27 Unrealized
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $47 Shares 458 Est. Cost $85.07 Unrealized
ESGE ISHARES MSCI EM ESG SELECT ETF 0.0%
Value ($000) $46 Shares 1,018 Est. Cost $43.52 Unrealized
QUAL ISHARES MSCI USA QUALITY FACTOR ETF 0.0%
Value ($000) $45 Shares 338 Est. Cost $121.30 Unrealized
UNP UNION PAC CORP COM 0.0%
Value ($000) $45 Shares 202 Est. Cost $106.60 Unrealized +88.0%
EBAY EBAY INC. COM 0.0%
Value ($000) $45 Shares 637 Est. Cost $49.37 Unrealized +16.9%
DRI DARDEN RESTAURANTS INC COM 0.0%
Value ($000) $44 Shares 299 Est. Cost $92.26 Unrealized +31.4%
NFLX NETFLIX INC COM 0.0%
Value ($000) $44 Shares 84 Est. Cost $37.51 Unrealized +36.3%
ED CONSOLIDATED EDISON INC COM 0.0%
Value ($000) $43 Shares 600 Est. Cost $58.47 Unrealized +11.5%
GSLC GOLDMAN SACHS ACTIVEBETA U.S. LARGE CAP EQUITY ETF 0.0%
Value ($000) $42 Shares 494 Est. Cost $65.50 Unrealized
IXN ISHARES GLOBAL TECH ETF 0.0%
Value ($000) $42 Shares 123 Est. Cost $308.94 Unrealized
ISHARES IBONDS DEC 2024 TERM MUNI BOND ETF 0.0%
Value ($000) $41 Shares 1,506 Est. Cost $27.22 Unrealized
VOD VODAFONE GROUP PLC NEW SPONSORED ADR 0.0%
Value ($000) $41 Shares 2,400 Est. Cost $18.33 Unrealized
NUVEEN NEW YORK AMT QLT MUNICP COM 0.0%
Value ($000) $40 Shares 2,853 Est. Cost $13.02 Unrealized
EATON VANCE TAX-MANAGED GLOBAL COM 0.0%
Value ($000) $40 Shares 3,953 Est. Cost $8.85 Unrealized
ISHARES IBONDS DEC 2023 TERM MUNI BOND ETF 0.0%
Value ($000) $40 Shares 1,520 Est. Cost $26.32 Unrealized
CCL CARNIVAL CORP PAIRED CTF 0.0%
Value ($000) $40 Shares 1,535 Est. Cost $23.73 Unrealized +18.0%
HRB BLOCK H & R INC COM 0.0%
Value ($000) $38 Shares 1,620 Est. Cost $18.08 Unrealized +12.4%
EAGG ISHARES ESG AWARE U.S. AGGREGATE BOND ETF 0.0%
Value ($000) $38 Shares 686 Est. Cost $55.39 Unrealized
ES EVERSOURCE ENERGY COM 0.0%
Value ($000) $37 Shares 455 Est. Cost $64.83 Unrealized +8.4%
YUM YUM BRANDS INC COM 0.0%
Value ($000) $37 Shares 318 Est. Cost $81.59 Unrealized +32.5%
RCL ROYAL CARIBBEAN GROUP COM 0.0%
Value ($000) $37 Shares 436 Est. Cost $108.72 Unrealized -21.2%
NSC NORFOLK SOUTHN CORP COM 0.0%
Value ($000) $37 Shares 141 Est. Cost $228.85 Unrealized +9.4%
MRNA MODERNA INC COM 0.0%
Value ($000) $36 Shares 155 Est. Cost $144.50 Unrealized +23.7%
HIBBETT INC COM 0.0%
Value ($000) $36 Shares 400 Est. Cost $90.00 Unrealized
BLACKROCK MUNIHOLDINGS FD INC COM 0.0%
Value ($000) $36 Shares 2,155 Est. Cost $15.78 Unrealized
IRM IRON MTN INC NEW COM 0.0%
Value ($000) $36 Shares 857 Est. Cost $34.67 Unrealized 0.0%
SPYG SPDR PORTFOLIO S&P 500 GROWTH ETF 0.0%
Value ($000) $35 Shares 557 Est. Cost $49.88 Unrealized
ISHARES IBONDS DEC 2022 TERM MUNI BOND ETF 0.0%
Value ($000) $35 Shares 1,322 Est. Cost $26.48 Unrealized
AAXJ ISHARES MSCI ALL COUNTRY ASIA EX JAPAN INDEX FUND 0.0%
Value ($000) $35 Shares 375 Est. Cost $71.64 Unrealized
TM TOYOTA MOTOR CORP SP ADR REP2COM 0.0%
Value ($000) $35 Shares 200 Est. Cost $155.00 Unrealized
NKSH NATIONAL BANKSHARES INC VA COM 0.0%
Value ($000) $35 Shares 1,000 Est. Cost $21.60 Unrealized +26.7%
HIGHLAND/IBOXX SENIOR LOAN ETF 0.0%
Value ($000) $34 Shares 2,103 Est. Cost $16.17 Unrealized
BOND PIMCO ACTIVE BOND EXCHANGE-TRADED FUND 0.0%
Value ($000) $34 Shares 305 Est. Cost $106.23 Unrealized
VMBS VANGUARD MORTGAGE-BACKED SECURITIES ETF 0.0%
Value ($000) $34 Shares 636 Est. Cost $53.46 Unrealized
O REALTY INCOME CORP COM 0.0%
Value ($000) $34 Shares 507 Est. Cost $37.98 Unrealized +36.5%
IJK ISHARES S&P MID-CAP 400 GROWTH ETF 0.0%
Value ($000) $34 Shares 414 Est. Cost $79.71 Unrealized
VLO VALERO ENERGY CORP COM 0.0%
Value ($000) $33 Shares 424 Est. Cost $59.79 Unrealized +10.4%
IBB ISHARES BIOTECHNOLOGY FUND 0.0%
Value ($000) $33 Shares 201 Est. Cost $158.62 Unrealized
CLX CLOROX CO DEL COM 0.0%
Value ($000) $32 Shares 180 Est. Cost $161.82 Unrealized -2.7%
VXF VANGUARD EXTENDED MARKET INDEX FUND 0.0%
Value ($000) $32 Shares 170 Est. Cost $176.47 Unrealized
MAR MARRIOTT INTL INC NEW CL A 0.0%
Value ($000) $31 Shares 225 Est. Cost $107.74 Unrealized +29.0%
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 0.0%
Value ($000) $31 Shares 421 Est. Cost $68.88 Unrealized
ITW ILLINOIS TOOL WKS INC COM 0.0%
Value ($000) $31 Shares 140 Est. Cost $184.98 Unrealized +10.8%
PGF INVESCO FINANCIAL PREFERRED ETF 0.0%
Value ($000) $31 Shares 1,599 Est. Cost $17.82 Unrealized
FDN FIRST TR EXCHANGE-TRADED FD DJ INTERNT IDX 0.0%
Value ($000) $31 Shares 128 Est. Cost $1.08 Unrealized
FDS FACTSET RESH SYS INC COM 0.0%
Value ($000) $31 Shares 92 Est. Cost $302.09 Unrealized +3.7%
VT VANGUARD TOTAL WORLD STOCK INDEX FUND 0.0%
Value ($000) $31 Shares 302 Est. Cost $96.72 Unrealized
FAST FASTENAL CO COM 0.0%
Value ($000) $31 Shares 600 Est. Cost $11.30 Unrealized +106.1%
BKLN INVESCO SENIOR LOAN ETF 0.0%
Value ($000) $30 Shares 1,346 Est. Cost $22.29 Unrealized
NUVEEN SELECT TAX FREE INCOME SH BEN INT 0.0%
Value ($000) $30 Shares 1,830 Est. Cost $14.21 Unrealized
GOVT ISHARES U.S. TREASURY BOND ETF 0.0%
Value ($000) $29 Shares 1,108 Est. Cost $26.17 Unrealized
ASAN ASANA INC CL A 0.0%
Value ($000) $29 Shares 469 Est. Cost $34.52 Unrealized +11.8%
IGV ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF 0.0%
Value ($000) $29 Shares 73 Est. Cost $229.62 Unrealized
O'SHARES GLOBAL INTERNET GIANTS ETF 0.0%
Value ($000) $29 Shares 500 Est. Cost $52.00 Unrealized
UPS UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $28 Shares 134 Est. Cost $89.32 Unrealized +83.8%
TMUS T-MOBILE US INC COM 0.0%
Value ($000) $28 Shares 193 Est. Cost $60.59 Unrealized +119.9%
HSBC HSBC HLDGS PLC SPON ADR NEW 0.0%
Value ($000) $28 Shares 976 Est. Cost $36.78 Unrealized
BRANDYWINEGBL GBL INCM OPP FD COM 0.0%
Value ($000) $28 Shares 2,230 Est. Cost $12.56 Unrealized
CEF SPROTT PHYSICAL GOLD & SILVER TR UNIT 0.0%
Value ($000) $28 Shares 1,500 Est. Cost $17.33 Unrealized
VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF 0.0%
Value ($000) $27 Shares 519 Est. Cost $51.95 Unrealized
GNRC GENERAC HLDGS INC COM 0.0%
Value ($000) $27 Shares 65 Est. Cost $105.29 Unrealized +218.6%
SE SEA LTD SPONSORD ADS 0.0%
Value ($000) $27 Shares 100 Est. Cost $220.00 Unrealized
KMB KIMBERLY-CLARK CORP COM 0.0%
Value ($000) $27 Shares 200 Est. Cost $112.39 Unrealized 0.0%
IWV ISHARES RUSSELL 3000 ETF 0.0%
Value ($000) $26 Shares 103 Est. Cost $252.43 Unrealized
DELL DELL TECHNOLOGIES INC CL C 0.0%
Value ($000) $26 Shares 257 Est. Cost $34.58 Unrealized +32.9%
VYM VANGUARD HIGH DIVIDEND YIELD ETF 0.0%
Value ($000) $26 Shares 252 Est. Cost $103.17 Unrealized
VFC V F CORP COM 0.0%
Value ($000) $26 Shares 319 Est. Cost $75.40 Unrealized +10.6%
NVS NOVARTIS AG SPONSORED ADR 0.0%
Value ($000) $25 Shares 273 Est. Cost $87.94 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.0%
Value ($000) $25 Shares 480 Est. Cost $50.95 Unrealized
LHX L3HARRIS TECHNOLOGIES INC COM 0.0%
Value ($000) $25 Shares 115 Est. Cost $179.64 Unrealized +8.9%
MUB ISHARES NATIONAL MUNI BOND ETF 0.0%
Value ($000) $25 Shares 211 Est. Cost $115.64 Unrealized
OXY OCCIDENTAL PETE CORP COM 0.0%
Value ($000) $25 Shares 810 Est. Cost $30.07 Unrealized -15.9%
PIMCO DYNAMIC CR INCOME FD COM SHS 0.0%
Value ($000) $25 Shares 1,107 Est. Cost $22.58 Unrealized
VOT VANGUARD MID-CAP GROWTH INDEX FUND 0.0%
Value ($000) $25 Shares 105 Est. Cost $227.44 Unrealized
VIRTUS DIVIDEND INTEREST & PR COM 0.0%
Value ($000) $24 Shares 1,604 Est. Cost $13.72 Unrealized
FFBC FIRST FINL BANCORP OH COM 0.0%
Value ($000) $24 Shares 1,000 Est. Cost $18.16 Unrealized +13.7%
PAYX PAYCHEX INC COM 0.0%
Value ($000) $24 Shares 227 Est. Cost $80.38 Unrealized +9.8%
NUS NU SKIN ENTERPRISES INC CL A 0.0%
Value ($000) $23 Shares 400 Est. Cost $36.15 Unrealized +33.5%
ESGD ISHARES MSCI EAFE ESG SELECT ETF 0.0%
Value ($000) $23 Shares 285 Est. Cost $80.92 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.0%
Value ($000) $23 Shares 192 Est. Cost $84.12 Unrealized
SKYY FIRST TR EXCHANGE TRADED FD II CLOUD COMPUTING 0.0%
Value ($000) $23 Shares 217 Est. Cost $73.73 Unrealized
DBI DESIGNER BRANDS INC CL A 0.0%
Value ($000) $22 Shares 1,328 Est. Cost $11.22 Unrealized +40.3%
NUVEEN AMT FREE QLTY MUN INCME COM 0.0%
Value ($000) $22 Shares 1,412 Est. Cost $12.56 Unrealized
IWN ISHARES RUSSELL 2000 VALUE ETF 0.0%
Value ($000) $22 Shares 131 Est. Cost $165.03 Unrealized
SPHD INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF 0.0%
Value ($000) $22 Shares 499 Est. Cost $37.11 Unrealized
VTEB VANGUARD TAX-EXEMPT BOND ETF 0.0%
Value ($000) $22 Shares 397 Est. Cost $54.43 Unrealized
SAP SAP SE SPON ADR 0.0%
Value ($000) $22 Shares 159 Est. Cost $116.77 Unrealized
BDX BECTON DICKINSON & CO COM 0.0%
Value ($000) $22 Shares 89 Est. Cost $225.62 Unrealized -1.6%
ACWX ISHARES MSCI ACWI EX US INDEX FUND 0.0%
Value ($000) $22 Shares 381 Est. Cost $45.83 Unrealized
IQLT ISHARES MSCI INTL QUALITY FACTOR ETF 0.0%
Value ($000) $21 Shares 546 Est. Cost $32.29 Unrealized
CRNC CERENCE INC COM 0.0%
Value ($000) $21 Shares 200 Est. Cost $110.06 Unrealized -10.6%
OKE ONEOK INC NEW COM 0.0%
Value ($000) $21 Shares 373 Est. Cost $41.32 Unrealized -0.1%
HPQ HP INC COM 0.0%
Value ($000) $21 Shares 685 Est. Cost $14.12 Unrealized +92.5%
WCN WASTE CONNECTIONS INC COM 0.0%
Value ($000) $21 Shares 180 Est. Cost $98.29 Unrealized +17.4%
IJJ ISHARES S&P MID-CAP 400 VALUE ETF 0.0%
Value ($000) $21 Shares 195 Est. Cost $108.09 Unrealized
DIV GLOBAL X SUPER DIVIDEND U.S. ETF 0.0%
Value ($000) $21 Shares 1,054 Est. Cost $19.92 Unrealized
SCCO SOUTHERN COPPER CORP COM 0.0%
Value ($000) $21 Shares 325 Est. Cost $28.99 Unrealized +88.0%
F FORD MTR CO DEL COM 0.0%
Value ($000) $21 Shares 1,384 Est. Cost $9.07 Unrealized +11.2%
TFX TELEFLEX INCORPORATED COM 0.0%
Value ($000) $21 Shares 51 Est. Cost $387.77 Unrealized +2.5%
SPDW SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF 0.0%
Value ($000) $21 Shares 570 Est. Cost $28.67 Unrealized
DRAFTKINGS INC COM CL A 0.0%
Value ($000) $21 Shares 400 Est. Cost $52.50 Unrealized
PZA INVESCO NATIONAL AMT-FREE MUNICIPAL BOND ETF 0.0%
Value ($000) $20 Shares 737 Est. Cost $26.03 Unrealized
PAA PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN 0.0%
Value ($000) $20 Shares 1,724 Est. Cost $19.12 Unrealized
DAL DELTA AIR LINES INC DEL COM NEW 0.0%
Value ($000) $20 Shares 464 Est. Cost $39.56 Unrealized +13.9%
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $19 Shares 216 Est. Cost $74.07 Unrealized +8.8%
CTAS CINTAS CORP COM 0.0%
Value ($000) $19 Shares 49 Est. Cost $80.93 Unrealized +5.0%
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $19 Shares 138 Est. Cost $131.06 Unrealized
CB CHUBB LIMITED COM 0.0%
Value ($000) $19 Shares 120 Est. Cost $150.25 Unrealized +3.3%
INTU INTUIT COM 0.0%
Value ($000) $19 Shares 38 Est. Cost $373.72 Unrealized +12.8%
CNP CENTERPOINT ENERGY INC COM 0.0%
Value ($000) $19 Shares 771 Est. Cost $20.19 Unrealized +8.0%
TRV TRAVELERS COMPANIES INC COM 0.0%
Value ($000) $18 Shares 119 Est. Cost $119.29 Unrealized +18.5%
RSPS INVESCO S&P 500 EQUAL WEIGHT CONSUMER STAPLES ETF 0.0%
Value ($000) $18 Shares 111 Est. Cost $162.16 Unrealized
BKNG BOOKING HOLDINGS INC COM 0.0%
Value ($000) $18 Shares 8 Est. Cost $1888.10 Unrealized +21.6%
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $18 Shares 189 Est. Cost $75.34 Unrealized +13.5%
CAG CONAGRA BRANDS INC COM 0.0%
Value ($000) $18 Shares 500 Est. Cost $30.26 Unrealized 0.0%
ADVISORSHARES NEWFLEETMULTI-SECTOR INCOME ETF 0.0%
Value ($000) $17 Shares 341 Est. Cost $47.44 Unrealized
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF 0.0%
Value ($000) $17 Shares 50 Est. Cost $240.00 Unrealized
ZION ZIONS BANCORPORATION N A COM 0.0%
Value ($000) $17 Shares 323 Est. Cost $51.49 Unrealized +8.8%
XLC COMMUNICATION SERVICES SELECT SECTOR SPDRA FUND 0.0%
Value ($000) $17 Shares 215 Est. Cost $79.07 Unrealized
WORKHORSE GROUP INC COM NEW 0.0%
Value ($000) $17 Shares 1,000 Est. Cost $14.00 Unrealized
AFL AFLAC INC COM 0.0%
Value ($000) $17 Shares 325 Est. Cost $42.88 Unrealized +14.3%
BTI BRITISH AMERN TOB PLC SPONSORED ADR 0.0%
Value ($000) $17 Shares 440 Est. Cost $36.13 Unrealized
INCY INCYTE CORP COM 0.0%
Value ($000) $17 Shares 200 Est. Cost $85.35 Unrealized -2.3%
LCNB LCNB CORP COM 0.0%
Value ($000) $16 Shares 1,000 Est. Cost $13.74 Unrealized 0.0%
BUNGE LIMITED COM 0.0%
Value ($000) $16 Shares 200 Est. Cost $40.00 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.0%
Value ($000) $16 Shares 125 Est. Cost $128.00 Unrealized
LVS LAS VEGAS SANDS CORP COM 0.0%
Value ($000) $16 Shares 300 Est. Cost $55.13 Unrealized 0.0%
EWW ISHARES MSCI MEXICO ETF 0.0%
Value ($000) $16 Shares 338 Est. Cost $44.38 Unrealized
IZRL ARK ISRAEL INNOVATIVE TECHNOLOGY ETF 0.0%
Value ($000) $16 Shares 500 Est. Cost $32.00 Unrealized
ACWV ISHARES MSCI GLOBAL MIN VOL FACTOR ETF 0.0%
Value ($000) $16 Shares 157 Est. Cost $80.34 Unrealized
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $16 Shares 90 Est. Cost $177.78 Unrealized
STORE CAP CORP COM 0.0%
Value ($000) $16 Shares 460 Est. Cost $36.96 Unrealized
ICLN ISHARES S&P GLOBAL CLEAN ENERGY INDEX FUND 0.0%
Value ($000) $16 Shares 662 Est. Cost $24.46 Unrealized
COR AMERISOURCEBERGEN CORP COM 0.0%
Value ($000) $16 Shares 140 Est. Cost $75.51 Unrealized +44.2%
VNT VONTIER CORPORATION COM 0.0%
Value ($000) $16 Shares 491 Est. Cost $32.90 Unrealized +0.1%
VRIG INVESCO VARIABLE RATE INVESTMENT GRADE ETF 0.0%
Value ($000) $16 Shares 637 Est. Cost $25.12 Unrealized
SHY ISHARES 1-3 YEAR TREASURY BOND ETF 0.0%
Value ($000) $15 Shares 175 Est. Cost $83.43 Unrealized
RFV INVESCO S&P MIDCAP 400 PURE VALUE ETF 0.0%
Value ($000) $15 Shares 160 Est. Cost $87.50 Unrealized
RWL INVESCO S&P 500 REVENUE ETF 0.0%
Value ($000) $15 Shares 200 Est. Cost $53.33 Unrealized
DOW DOW INC COM 0.0%
Value ($000) $15 Shares 236 Est. Cost $38.30 Unrealized +33.3%
KEX KIRBY CORP COM 0.0%
Value ($000) $15 Shares 250 Est. Cost $60.05 Unrealized +7.3%
ROYCE VALUE TR INC COM 0.0%
Value ($000) $15 Shares 765 Est. Cost $19.61 Unrealized
XPHTX PIONEER HIGH INCOME FUND INC COM 0.0%
Value ($000) $15 Shares 1,500 Est. Cost $10.00 Unrealized
ANGL VANECK VECTORS FALLEN ANGEL HIGH YIELD BOND ETF 0.0%
Value ($000) $15 Shares 441 Est. Cost $29.87 Unrealized
BNY MELLON MUN BD INFRASTRUCTU COM SHS 0.0%
Value ($000) $15 Shares 1,000 Est. Cost $15.00 Unrealized
COHEN & STEERS REIT & PFD & IN COM 0.0%
Value ($000) $15 Shares 560 Est. Cost $26.79 Unrealized
FEZ SPDR EURO STOXX 50 ETF 0.0%
Value ($000) $15 Shares 328 Est. Cost $45.73 Unrealized
IWR ISHARES RUSSELL MID-CAP ETF 0.0%
Value ($000) $15 Shares 186 Est. Cost $56.72 Unrealized
APPLIED MATLS INC COM 0.0%
Value ($000) $14 Shares 100 Est. Cost Unrealized
REGN REGENERON PHARMACEUTICALS COM 0.0%
Value ($000) $14 Shares 25 Est. Cost $484.19 Unrealized +4.1%
SCHW SCHWAB CHARLES CORP COM 0.0%
Value ($000) $14 Shares 198 Est. Cost $41.92 Unrealized +58.9%
XPO XPO LOGISTICS INC COM 0.0%
Value ($000) $14 Shares 100 Est. Cost $48.84 Unrealized 0.0%
DD DUPONT DE NEMOURS INC COM 0.0%
Value ($000) $14 Shares 176 Est. Cost $23.45 Unrealized +30.4%
ROYCE MICRO-CAP TR INC COM 0.0%
Value ($000) $14 Shares 1,125 Est. Cost $12.44 Unrealized
BROOKFIELD PROPERTY PARTRS LP UNIT LTD PARTN 0.0%
Value ($000) $14 Shares 750 Est. Cost $18.67 Unrealized
WRB BERKLEY W R CORP COM 0.0%
Value ($000) $13 Shares 177 Est. Cost $27.39 Unrealized +12.4%
NVO NOVO-NORDISK A S ADR 0.0%
Value ($000) $13 Shares 159 Est. Cost $69.18 Unrealized
DGX QUEST DIAGNOSTICS INC COM 0.0%
Value ($000) $13 Shares 100 Est. Cost $92.18 Unrealized +29.9%
TSCO TRACTOR SUPPLY CO COM 0.0%
Value ($000) $13 Shares 68 Est. Cost $18.81 Unrealized +80.3%
UGI UGI CORP NEW COM 0.0%
Value ($000) $13 Shares 273 Est. Cost $49.97 Unrealized -10.0%
PSX PHILLIPS 66 COM 0.0%
Value ($000) $13 Shares 154 Est. Cost $63.43 Unrealized +11.3%
LYFT LYFT INC CL A COM 0.0%
Value ($000) $13 Shares 221 Est. Cost $45.63 Unrealized +26.1%
KMX CARMAX INC COM 0.0%
Value ($000) $13 Shares 99 Est. Cost $71.80 Unrealized +72.2%
NTR NUTRIEN LTD COM 0.0%
Value ($000) $13 Shares 208 Est. Cost $51.34 Unrealized 0.0%
BLACKROCK TAX MUNICPAL BD TR SHS 0.0%
Value ($000) $13 Shares 521 Est. Cost $24.95 Unrealized
AWK AMERICAN WTR WKS CO INC NEW COM 0.0%
Value ($000) $13 Shares 83 Est. Cost $137.66 Unrealized +3.2%
SJNK SPDR BLOOMBERG BARCLAYS SHORT TERM HIGH YIELD BOND ETF 0.0%
Value ($000) $13 Shares 474 Est. Cost $28.36 Unrealized
FLEETCOR TECHNOLOGIES INC COM 0.0%
Value ($000) $13 Shares 50 Est. Cost $280.00 Unrealized
AMT AMERICAN TOWER CORP NEW COM 0.0%
Value ($000) $13 Shares 49 Est. Cost $192.28 Unrealized +15.1%
EBS EMERGENT BIOSOLUTIONS INC COM 0.0%
Value ($000) $13 Shares 200 Est. Cost $86.02 Unrealized -25.3%
IQV IQVIA HLDGS INC COM 0.0%
Value ($000) $13 Shares 53 Est. Cost $117.07 Unrealized +97.2%
RDIV INVESCO S&P ULTRA DIVIDEND REVENUE ETF 0.0%
Value ($000) $12 Shares 287 Est. Cost $37.31 Unrealized
HFXI IQ 50 PERCENT HEDGED FTSE INTERNATIONAL ETF 0.0%
Value ($000) $12 Shares 468 Est. Cost $20.36 Unrealized
LEMB ISHARES J.P. MORGAN EM LOCAL CURRENCY BOND ETF 0.0%
Value ($000) $12 Shares 279 Est. Cost $47.62 Unrealized
TROW PRICE T ROWE GROUP INC COM 0.0%
Value ($000) $12 Shares 60 Est. Cost $112.05 Unrealized +35.2%
LEXINGTON REALTY TRUST COM 0.0%
Value ($000) $12 Shares 963 Est. Cost $10.39 Unrealized
KTB KONTOOR BRANDS INC COM 0.0%
Value ($000) $12 Shares 210 Est. Cost $34.26 Unrealized +79.0%
BK BANK NEW YORK MELLON CORP COM 0.0%
Value ($000) $12 Shares 231 Est. Cost $40.51 Unrealized +8.2%
FXL FIRST TRUST TECHNOLOGY ALPHADEX FUND 0.0%
Value ($000) $12 Shares 100 Est. Cost $52.42 Unrealized
XLRE REAL ESTATE SELECT SECTOR SPDR FUND 0.0%
Value ($000) $12 Shares 277 Est. Cost $37.84 Unrealized
APOLLO SR FLOATING RATE FD INC COM 0.0%
Value ($000) $12 Shares 736 Est. Cost $14.95 Unrealized
WY WEYERHAEUSER CO MTN BE COM NEW 0.0%
Value ($000) $12 Shares 353 Est. Cost $22.64 Unrealized +34.8%
IYR ISHARES U.S. REAL ESTATE ETF 0.0%
Value ($000) $11 Shares 107 Est. Cost $100.10 Unrealized
SYK STRYKER CORPORATION COM 0.0%
Value ($000) $11 Shares 44 Est. Cost $227.77 Unrealized +6.9%
ELV ANTHEM INC COM 0.0%
Value ($000) $11 Shares 29 Est. Cost $262.79 Unrealized +36.4%
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.0%
Value ($000) $11 Shares 140 Est. Cost $60.40 Unrealized
DWM WISDOMTREE INTERNATIONAL EQUITY FUND 0.0%
Value ($000) $11 Shares 209 Est. Cost $52.38 Unrealized
ECL ECOLAB INC COM 0.0%
Value ($000) $11 Shares 52 Est. Cost $201.55 Unrealized +2.4%
BSV VANGUARD SHORT-TERM BOND INDEX FUND 0.0%
Value ($000) $11 Shares 132 Est. Cost $80.81 Unrealized
SMLV SPDR SSGA US SMALL CAP LOW VOLATILITY INDEX ETF 0.0%
Value ($000) $11 Shares 98 Est. Cost $93.44 Unrealized
MPT MEDICAL PPTYS TRUST INC COM 0.0%
Value ($000) $11 Shares 536 Est. Cost $16.79 Unrealized
MGM MGM RESORTS INTERNATIONAL COM 0.0%
Value ($000) $11 Shares 253 Est. Cost $32.58 Unrealized +26.9%
MKC MCCORMICK & CO INC COM NON VTG 0.0%
Value ($000) $11 Shares 128 Est. Cost $80.22 Unrealized +0.6%
NNN NATIONAL RETAIL PROPERTIES INC COM 0.0%
Value ($000) $11 Shares 244 Est. Cost $42.18 Unrealized
BHP BHP GROUP LTD SPONSORED ADS 0.0%
Value ($000) $11 Shares 150 Est. Cost $42.22 Unrealized
A AGILENT TECHNOLOGIES INC COM 0.0%
Value ($000) $11 Shares 76 Est. Cost $119.66 Unrealized +10.5%
TD TORONTO DOMINION BK ONT COM NEW 0.0%
Value ($000) $11 Shares 150 Est. Cost $51.44 Unrealized +36.0%
HLX HELIX ENERGY SOLUTIONS GRP INC COM 0.0%
Value ($000) $11 Shares 2,000 Est. Cost $4.98 Unrealized +5.5%
PLUG PLUG POWER INC COM NEW 0.0%
Value ($000) $10 Shares 300 Est. Cost $51.55 Unrealized -43.7%
OMC OMNICOM GROUP INC COM 0.0%
Value ($000) $10 Shares 131 Est. Cost $58.21 Unrealized +18.5%
AZZ AZZ INC COM 0.0%
Value ($000) $10 Shares 200 Est. Cost $47.59 Unrealized +4.2%
IFGL ISHARES FTSE EPRA/NAREIT DEVELOPED REAL ESTATE EX-US INDEX FUND 0.0%
Value ($000) $10 Shares 330 Est. Cost $30.49 Unrealized
CI CIGNA CORP NEW COM 0.0%
Value ($000) $10 Shares 44 Est. Cost $167.78 Unrealized +36.9%
PDP INVESCO DWA MOMENTUM ETF 0.0%
Value ($000) $10 Shares 114 Est. Cost $53.09 Unrealized
WM WASTE MGMT INC DEL COM 0.0%
Value ($000) $10 Shares 72 Est. Cost $65.63 Unrealized +95.9%
SENEA SENECA FOODS CORP NEW CL A 0.0%
Value ($000) $10 Shares 200 Est. Cost $48.25 Unrealized 0.0%
ARES DYNAMIC CR ALLOCATION FD COM 0.0%
Value ($000) $10 Shares 615 Est. Cost $16.26 Unrealized
VTRS VIATRIS INC COM 0.0%
Value ($000) $10 Shares 683 Est. Cost $13.09 Unrealized -9.3%
VNQI VANGUARD GLOBAL EX-U.S. REAL ESTATE INDEX 0.0%
Value ($000) $9 Shares 152 Est. Cost $59.21 Unrealized
AL AIR LEASE CORP CL A 0.0%
Value ($000) $9 Shares 227 Est. Cost $35.00 Unrealized +21.9%
HANCOCK JOHN FINL OPPTYS FD SH BEN INT NEW 0.0%
Value ($000) $9 Shares 231 Est. Cost $38.96 Unrealized
DLTR DOLLAR TREE INC COM 0.0%
Value ($000) $9 Shares 93 Est. Cost $104.62 Unrealized +3.9%
CMG CHIPOTLE MEXICAN GRILL INC COM 0.0%
Value ($000) $9 Shares 6 Est. Cost $15.95 Unrealized +78.9%
UFO PROCURE SPACE ETF 0.0%
Value ($000) $9 Shares 300 Est. Cost $30.00 Unrealized
PLCE CHILDRENS PL INC NEW COM 0.0%
Value ($000) $9 Shares 100 Est. Cost $70.05 Unrealized +21.3%
SOURCE CAP INC COM 0.0%
Value ($000) $9 Shares 190 Est. Cost $47.37 Unrealized
REDFIN CORP COM 0.0%
Value ($000) $9 Shares 142 Est. Cost $51.88 Unrealized
NUVEEN AMT FREE MUN CR INC FD COM 0.0%
Value ($000) $8 Shares 433 Est. Cost $16.17 Unrealized
GLW CORNING INC COM 0.0%
Value ($000) $8 Shares 200 Est. Cost $38.31 Unrealized 0.0%
CTVA CORTEVA INC COM 0.0%
Value ($000) $8 Shares 176 Est. Cost $26.21 Unrealized +67.5%
SPH SUBURBAN PROPANE PARTNERS L P UNIT LTD PARTN 0.0%
Value ($000) $8 Shares 500 Est. Cost $14.00 Unrealized
GPC GENUINE PARTS CO COM 0.0%
Value ($000) $8 Shares 62 Est. Cost $73.12 Unrealized +51.5%
BAX BAXTER INTL INC COM 0.0%
Value ($000) $8 Shares 100 Est. Cost $75.68 Unrealized 0.0%
HE HAWAIIAN ELEC INDUSTRIES COM 0.0%
Value ($000) $8 Shares 200 Est. Cost $38.75 Unrealized +11.8%
EEM ISHARES MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $8 Shares 138 Est. Cost $57.97 Unrealized
C CITIGROUP INC COM NEW 0.0%
Value ($000) $8 Shares 120 Est. Cost $62.72 Unrealized 0.0%
TCPC BLACKROCK TCP CAPITAL CORP COM 0.0%
Value ($000) $8 Shares 598 Est. Cost $14.45 Unrealized 0.0%
NGG NATIONAL GRID PLC SPONSORED ADR NE 0.0%
Value ($000) $8 Shares 122 Est. Cost $65.57 Unrealized
PDBC INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NOA K-1A ETF 0.0%
Value ($000) $7 Shares 356 Est. Cost $19.66 Unrealized
VEU VANGUARD FTSE ALL-WORLD EX US INDEX FUND 0.0%
Value ($000) $7 Shares 104 Est. Cost $60.40 Unrealized
KIRKLAND LAKE GOLD LTD COM 0.0%
Value ($000) $7 Shares 179 Est. Cost $39.11 Unrealized
PCG PG&E CORP COM 0.0%
Value ($000) $7 Shares 666 Est. Cost $67.23 Unrealized -84.2%
HON HONEYWELL INTL INC COM 0.0%
Value ($000) $7 Shares 32 Est. Cost $176.65 Unrealized +8.8%
BMRN BIOMARIN PHARMACEUTICAL INC COM 0.0%
Value ($000) $7 Shares 78 Est. Cost $79.28 Unrealized -0.0%
ATLAS CORP SHARES 0.0%
Value ($000) $7 Shares 500 Est. Cost $10.00 Unrealized
OGN ORGANON & CO COMMON STOCK 0.0%
Value ($000) $7 Shares 234 Est. Cost $26.93 Unrealized 0.0%
VIGI VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF 0.0%
Value ($000) $7 Shares 84 Est. Cost $83.33 Unrealized
WALGREENS BOOTS ALLIANCE INC COM 0.0%
Value ($000) $7 Shares 138 Est. Cost $51.75 Unrealized
WESTERN ASSET TOTAL RETURN ETF 0.0%
Value ($000) $7 Shares 258 Est. Cost $25.35 Unrealized
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $7 Shares 71 Est. Cost $86.12 Unrealized -6.2%
LUV SOUTHWEST AIRLS CO COM 0.0%
Value ($000) $7 Shares 135 Est. Cost $52.47 Unrealized +6.3%
ALNY ALNYLAM PHARMACEUTICALS INC COM 0.0%
Value ($000) $6 Shares 36 Est. Cost $150.49 Unrealized -2.7%
RBLX ROBLOX CORP CL A 0.0%
Value ($000) $6 Shares 62 Est. Cost $80.30 Unrealized 0.0%
KEYS KEYSIGHT TECHNOLOGIES INC COM 0.0%
Value ($000) $6 Shares 38 Est. Cost $141.81 Unrealized +2.3%
PIMCO CORPORATE & INCOME OPPOR COM 0.0%
Value ($000) $6 Shares 286 Est. Cost $17.85 Unrealized
AEM AGNICO EAGLE MINES LTD COM 0.0%
Value ($000) $6 Shares 106 Est. Cost $59.33 Unrealized 0.0%
INFY INFOSYS LTD SPONSORED ADR 0.0%
Value ($000) $6 Shares 272 Est. Cost $14.71 Unrealized
BHF BRIGHTHOUSE FINL INC COM 0.0%
Value ($000) $6 Shares 121 Est. Cost $34.19 Unrealized +37.4%
PEOPLES UNITED FINANCIAL INC COM 0.0%
Value ($000) $6 Shares 375 Est. Cost $16.00 Unrealized
TITN TITAN MACHY INC COM 0.0%
Value ($000) $6 Shares 194 Est. Cost $24.07 Unrealized +16.3%
PLTR PALANTIR TECHNOLOGIES INC CL A 0.0%
Value ($000) $6 Shares 224 Est. Cost $26.47 Unrealized -12.6%
ARKW ARK NEXT GENERATION INTERNET ETF 0.0%
Value ($000) $6 Shares 40 Est. Cost $139.93 Unrealized
BLACKROCK DEBT STRATEGIES FD I COM NEW 0.0%
Value ($000) $6 Shares 491 Est. Cost $10.36 Unrealized
CMS CMS ENERGY CORP COM 0.0%
Value ($000) $6 Shares 100 Est. Cost $34.73 Unrealized +55.4%
HPE HEWLETT PACKARD ENTERPRISE CO COM 0.0%
Value ($000) $6 Shares 426 Est. Cost $11.49 Unrealized +19.7%
PIMCO INCOME STRATEGY FD II COM 0.0%
Value ($000) $6 Shares 517 Est. Cost $9.92 Unrealized
CHTR CHARTER COMMUNICATIONS INC NEW CL A 0.0%
Value ($000) $6 Shares 9 Est. Cost $399.29 Unrealized +68.6%
EXAS EXACT SCIENCES CORP COM 0.0%
Value ($000) $6 Shares 50 Est. Cost $120.93 Unrealized -1.3%
EQX EQUINOX GOLD CORP COM 0.0%
Value ($000) $6 Shares 888 Est. Cost $8.55 Unrealized 0.0%
ETSY ETSY INC COM 0.0%
Value ($000) $6 Shares 30 Est. Cost $150.38 Unrealized +23.1%
ESML ISHARES ESG AWARE MSCI USA SMALL-CAP ETF 0.0%
Value ($000) $6 Shares 160 Est. Cost $37.50 Unrealized
FIS FIDELITY NATL INFORMATION SVCS COM 0.0%
Value ($000) $5 Shares 32 Est. Cost $133.35 Unrealized 0.0%
IONS IONIS PHARMACEUTICALS INC COM 0.0%
Value ($000) $5 Shares 125 Est. Cost $54.58 Unrealized -28.2%
FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF 0.0%
Value ($000) $5 Shares 45 Est. Cost $111.11 Unrealized
PBW INVESCO WILDERHILL CLEAN ENERGY ETF 0.0%
Value ($000) $5 Shares 50 Est. Cost $100.00 Unrealized
ELLSWORTH GROWTH & INCOME FD L COM 0.0%
Value ($000) $5 Shares 364 Est. Cost $13.81 Unrealized
IJS ISHARES S&P SMALL-CAP 600 VALUE ETF 0.0%
Value ($000) $5 Shares 52 Est. Cost $96.15 Unrealized
CYH COMMUNITY HEALTH SYS INC NEW COM 0.0%
Value ($000) $5 Shares 312 Est. Cost $13.59 Unrealized 0.0%
ARCC ARES CAPITAL CORP COM 0.0%
Value ($000) $5 Shares 258 Est. Cost $7.28 Unrealized +71.7%
WEN WENDYS CO COM 0.0%
Value ($000) $5 Shares 200 Est. Cost $22.96 Unrealized 0.0%
FLEX FLEX LTD ORD 0.0%
Value ($000) $5 Shares 274 Est. Cost $13.78 Unrealized -1.4%
SPLV INVESCO S&P 500 LOW VOLATILITY ETF 0.0%
Value ($000) $5 Shares 89 Est. Cost $57.90 Unrealized
TIP ISHARES TIPS BOND ETF 0.0%
Value ($000) $5 Shares 38 Est. Cost $131.58 Unrealized
SCHX SCHWAB U.S. LARGE-CAP ETF 0.0%
Value ($000) $5 Shares 50 Est. Cost $100.00 Unrealized
PH PARKER-HANNIFIN CORP COM 0.0%
Value ($000) $5 Shares 16 Est. Cost $270.58 Unrealized +7.6%
PARTY CITY HOLDCO INC COM 0.0%
Value ($000) $5 Shares 503 Est. Cost $9.94 Unrealized
PIONEER NAT RES CO COM 0.0%
Value ($000) $5 Shares 31 Est. Cost $161.29 Unrealized
MAS MASCO CORP COM 0.0%
Value ($000) $5 Shares 77 Est. Cost $56.54 Unrealized 0.0%
NIO NIO INC SPON ADS 0.0%
Value ($000) $5 Shares 100 Est. Cost $40.00 Unrealized
HUBG HUB GROUP INC CL A 0.0%
Value ($000) $5 Shares 71 Est. Cost $34.05 Unrealized 0.0%
BANCROFT FD LTD COM 0.0%
Value ($000) $5 Shares 169 Est. Cost $29.76 Unrealized
HDB HDFC BANK LTD SPONSORED ADS 0.0%
Value ($000) $5 Shares 68 Est. Cost $58.82 Unrealized
BIIB BIOGEN INC COM 0.0%
Value ($000) $5 Shares 15 Est. Cost $285.22 Unrealized +6.2%
PKG PACKAGING CORP AMER COM 0.0%
Value ($000) $5 Shares 36 Est. Cost $117.61 Unrealized +6.3%
UA UNDER ARMOUR INC CL C 0.0%
Value ($000) $4 Shares 189 Est. Cost $17.58 Unrealized +7.1%
VLUE ISHARES MSCI USA VALUE FACTOR ETF 0.0%
Value ($000) $4 Shares 40 Est. Cost $100.00 Unrealized
BIDU BAIDU INC SPON ADR REP A 0.0%
Value ($000) $4 Shares 20 Est. Cost $179.72 Unrealized
AVNS AVANOS MED INC COM 0.0%
Value ($000) $4 Shares 100 Est. Cost $41.35 Unrealized 0.0%
AURORA CANNABIS INC COM 0.0%
Value ($000) $4 Shares 462 Est. Cost $8.66 Unrealized
CLEARBRIDGE ENERGY MIDSTRM OPP COM 0.0%
Value ($000) $4 Shares 153 Est. Cost $26.14 Unrealized
CLEARBRIDGE MLP AND MIDSTRM FD COM 0.0%
Value ($000) $4 Shares 128 Est. Cost $31.25 Unrealized
CLEARBRIDGE MLP AND MIDSTRM TR COM 0.0%
Value ($000) $4 Shares 153 Est. Cost $26.14 Unrealized
ARKG ARK GENOMIC REVOLUTION ETF 0.0%
Value ($000) $4 Shares 40 Est. Cost $100.00 Unrealized
UAA UNDER ARMOUR INC CL A 0.0%
Value ($000) $4 Shares 191 Est. Cost $20.89 Unrealized +6.7%
UNILEVER PLC SPON ADR NEW 0.0%
Value ($000) $4 Shares 73 Est. Cost $57.55 Unrealized
MAIN MAIN STR CAP CORP COM 0.0%
Value ($000) $4 Shares 97 Est. Cost $35.11 Unrealized +18.4%
RODM HARTFORD MULTIFACTOR DEVELOPED MARKETS (EX-US) ETF 0.0%
Value ($000) $4 Shares 122 Est. Cost $32.79 Unrealized
SNY SANOFI SPONSORED ADR 0.0%
Value ($000) $4 Shares 81 Est. Cost $49.22 Unrealized
MU MICRON TECHNOLOGY INC COM 0.0%
Value ($000) $4 Shares 50 Est. Cost $72.95 Unrealized +12.9%
EBF ENNIS INC COM 0.0%
Value ($000) $4 Shares 200 Est. Cost $11.63 Unrealized +28.3%
DXC DXC TECHNOLOGY CO COM 0.0%
Value ($000) $4 Shares 103 Est. Cost $19.22 Unrealized +85.7%
SYNOVUS FINL CORP COM NEW 0.0%
Value ($000) $4 Shares 100 Est. Cost $50.00 Unrealized
UPBD RENT A CTR INC NEW COM 0.0%
Value ($000) $4 Shares 79 Est. Cost $52.31 Unrealized +11.0%
GM GENERAL MTRS CO COM 0.0%
Value ($000) $4 Shares 75 Est. Cost $56.71 Unrealized 0.0%
WPP WPP PLC NEW ADR 0.0%
Value ($000) $4 Shares 59 Est. Cost $63.38 Unrealized
RRGB RED ROBIN GOURMET BURGERS INC COM 0.0%
Value ($000) $4 Shares 125 Est. Cost $30.22 Unrealized +12.9%
SENSEONICS HLDGS INC COM 0.0%
Value ($000) $4 Shares 1,000 Est. Cost $3.00 Unrealized
STM STMICROELECTRONICS N V NY REGISTRY 0.0%
Value ($000) $4 Shares 100 Est. Cost $20.00 Unrealized
SCHNITZER STEEL INDS INC CL A 0.0%
Value ($000) $4 Shares 85 Est. Cost $47.06 Unrealized
AGCO AGCO CORP COM 0.0%
Value ($000) $4 Shares 33 Est. Cost $120.27 Unrealized 0.0%
VITL VITAL FARMS INC COM 0.0%
Value ($000) $4 Shares 180 Est. Cost $26.24 Unrealized -15.6%
FISV FISERV INC COM 0.0%
Value ($000) $4 Shares 42 Est. Cost $116.26 Unrealized 0.0%
RNG RINGCENTRAL INC CL A 0.0%
Value ($000) $4 Shares 14 Est. Cost $367.69 Unrealized -22.4%
SWKS SKYWORKS SOLUTIONS INC COM 0.0%
Value ($000) $3 Shares 15 Est. Cost $156.58 Unrealized 0.0%
SRLN SPDR BLACKSTONE SENIOR LOAN ETF 0.0%
Value ($000) $3 Shares 65 Est. Cost $46.15 Unrealized
IZEA WORLDWIDE INC COM 0.0%
Value ($000) $3 Shares 1,000 Est. Cost $4.00 Unrealized
AMN AMN HEALTHCARE SVCS INC COM 0.0%
Value ($000) $3 Shares 26 Est. Cost $65.19 Unrealized +33.1%
CUREVAC N V COM 0.0%
Value ($000) $3 Shares 42 Est. Cost $74.83 Unrealized
SCHP SCHWAB U.S. TIPS ETF 0.0%
Value ($000) $3 Shares 50 Est. Cost $60.00 Unrealized
SPG SIMON PPTY GROUP INC NEW COM 0.0%
Value ($000) $3 Shares 26 Est. Cost $110.42 Unrealized -12.8%
NOW SERVICENOW INC COM 0.0%
Value ($000) $3 Shares 5 Est. Cost $103.89 Unrealized -2.4%
SYF SYNCHRONY FINANCIAL COM 0.0%
Value ($000) $3 Shares 65 Est. Cost $28.36 Unrealized +44.7%
FORTRESS TRANS INFRST INVS LLC COM REP LTD LIAB 0.0%
Value ($000) $3 Shares 81 Est. Cost $12.65 Unrealized
FOXA FOX CORP CL A COM 0.0%
Value ($000) $3 Shares 75 Est. Cost $33.56 Unrealized +5.4%
NXPI NXP SEMICONDUCTORS N V COM 0.0%
Value ($000) $3 Shares 17 Est. Cost $134.81 Unrealized +36.7%
GPK GRAPHIC PACKAGING HLDG CO COM 0.0%
Value ($000) $3 Shares 141 Est. Cost $13.45 Unrealized +35.9%
BSY BENTLEY SYS INC COM CL B 0.0%
Value ($000) $3 Shares 50 Est. Cost $34.70 Unrealized +55.3%
MCK MCKESSON CORP COM 0.0%
Value ($000) $3 Shares 14 Est. Cost $143.12 Unrealized +31.4%
VCR VANGUARD CONSUMER DISCRETIONARY INDEX FUND 0.0%
Value ($000) $3 Shares 10 Est. Cost $300.00 Unrealized
CHARGEPOINT HOLDINGS INC COM CL A 0.0%
Value ($000) $3 Shares 90 Est. Cost $33.33 Unrealized
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $3 Shares 41 Est. Cost $49.78 Unrealized +9.7%
BBSI BARRETT BUSINESS SVCS INC COM 0.0%
Value ($000) $3 Shares 40 Est. Cost $17.33 Unrealized 0.0%
NWL NEWELL BRANDS INC COM 0.0%
Value ($000) $3 Shares 118 Est. Cost $22.42 Unrealized 0.0%
SDG ISHARES MSCI GLOBAL IMPACT ETF 0.0%
Value ($000) $3 Shares 30 Est. Cost $100.00 Unrealized
UBSI UNITED BANKSHARES INC WEST VA COM 0.0%
Value ($000) $3 Shares 71 Est. Cost $35.19 Unrealized +11.7%
EFV ISHARES MSCI EAFE VALUE ETF 0.0%
Value ($000) $3 Shares 53 Est. Cost $43.56 Unrealized
EMQQ EMQQ THE EMERGING MARKETS INTERNET AND ECOMMERCE ETF 0.0%
Value ($000) $3 Shares 45 Est. Cost $34.48 Unrealized
XSLV INVESCO S&P SMALLCAP LOW VOLATILITY ETF 0.0%
Value ($000) $3 Shares 72 Est. Cost $37.96 Unrealized
SUSB ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF 0.0%
Value ($000) $2 Shares 77 Est. Cost $25.97 Unrealized
SPINNAKER ETF SERIES CANNABIS ETF 0.0%
Value ($000) $2 Shares 105 Est. Cost $19.05 Unrealized
VIS VANGUARD INDUSTRIALS INDEX FUND 0.0%
Value ($000) $2 Shares 10 Est. Cost $200.00 Unrealized
SUSC ISHARES ESG AWARE USD CORPORATE BOND ETF 0.0%
Value ($000) $2 Shares 63 Est. Cost $31.75 Unrealized
IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF 0.0%
Value ($000) $2 Shares 27 Est. Cost $48.35 Unrealized
XLE ENERGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $2 Shares 46 Est. Cost $60.69 Unrealized
FAST ACQUISITION CORP COM CL A 0.0%
Value ($000) $2 Shares 160 Est. Cost $12.50 Unrealized
ROST ROSS STORES INC COM 0.0%
Value ($000) $2 Shares 15 Est. Cost $69.00 Unrealized +71.5%
IHDG WISDOMTREE INTERNATIONAL HEDGED QUALITY DIVIDEND GROWTH FUND 0.0%
Value ($000) $2 Shares 50 Est. Cost $40.00 Unrealized
KELLOGG CO COM 0.0%
Value ($000) $2 Shares 25 Est. Cost $47.02 Unrealized +9.7%
RIOT RIOT BLOCKCHAIN INC COM 0.0%
Value ($000) $2 Shares 47 Est. Cost $35.75 Unrealized 0.0%
ABEV AMBEV SA SPONSORED ADR 0.0%
Value ($000) $2 Shares 555 Est. Cost $3.60 Unrealized
FLGT FULGENT GENETICS INC COM 0.0%
Value ($000) $2 Shares 20 Est. Cost $79.84 Unrealized 0.0%
JEF JEFFERIES FINL GROUP INC COM 0.0%
Value ($000) $2 Shares 48 Est. Cost $23.42 Unrealized +12.6%
ALTERYX INC COM CL A 0.0%
Value ($000) $2 Shares 20 Est. Cost $100.00 Unrealized
NUSC NUVEEN ESG SMALL-CAP ETF 0.0%
Value ($000) $2 Shares 51 Est. Cost $50.75 Unrealized
JNK SPDR BLOOMBERG BARCLAYS HIGH YIELD BOND ETF 0.0%
Value ($000) $2 Shares 21 Est. Cost $95.24 Unrealized
SMFG SUMITOMO MITSUI FINL GROUP INC SPONSORED ADR 0.0%
Value ($000) $2 Shares 300 Est. Cost $3.33 Unrealized
SJM SMUCKER J M CO COM NEW 0.0%
Value ($000) $2 Shares 17 Est. Cost $100.50 Unrealized +13.3%
SEM SELECT MED HLDGS CORP COM 0.0%
Value ($000) $2 Shares 40 Est. Cost $19.14 Unrealized 0.0%
BOTZ GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE THEMATIC ETF 0.0%
Value ($000) $2 Shares 71 Est. Cost $19.47 Unrealized
TELLURIAN INC NEW COM 0.0%
Value ($000) $2 Shares 500 Est. Cost $2.00 Unrealized
RWO SPDR DOW JONES GLOBAL REAL ESTATE ETF 0.0%
Value ($000) $2 Shares 32 Est. Cost $62.50 Unrealized
SCHC SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF 0.0%
Value ($000) $2 Shares 47 Est. Cost $30.49 Unrealized
WCLD WISDOMTREE CLOUD COMPUTING FUND 0.0%
Value ($000) $2 Shares 30 Est. Cost $40.00 Unrealized
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.0%
Value ($000) $2 Shares 8 Est. Cost $241.32 Unrealized +11.1%
COMMUNITY HEALTH SYS INC NEW COM 0.0%
Value ($000) $2 Shares 100 Est. Cost Unrealized
QQXT FIRST TRUST NASDAQ-100 EX-TECHNOLOGY SECTOR INDEX FUND 0.0%
Value ($000) $2 Shares 28 Est. Cost $35.71 Unrealized
NCINO INC COM 0.0%
Value ($000) $2 Shares 35 Est. Cost $57.14 Unrealized
OSUR ORASURE TECHNOLOGIES INC COM 0.0%
Value ($000) $2 Shares 150 Est. Cost $12.25 Unrealized -20.6%
MVIS MICROVISION INC DEL COM NEW 0.0%
Value ($000) $2 Shares 100 Est. Cost $12.57 Unrealized +30.6%
HST HOST HOTELS & RESORTS INC COM 0.0%
Value ($000) $2 Shares 110 Est. Cost $13.27 Unrealized +8.5%
NVAX NOVAVAX INC COM NEW 0.0%
Value ($000) $2 Shares 10 Est. Cost $106.29 Unrealized +72.4%
PINS PINTEREST INC CL A 0.0%
Value ($000) $2 Shares 20 Est. Cost $73.44 Unrealized -5.1%
LINDE PLC SHS 0.0%
Value ($000) $2 Shares 7 Est. Cost $285.71 Unrealized
SMH VANECK VECTORS SEMICONDUCTOR ETF 0.0%
Value ($000) $2 Shares 7 Est. Cost $136.05 Unrealized
VSS VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND 0.0%
Value ($000) $2 Shares 16 Est. Cost $101.98 Unrealized
ALK ALASKA AIR GROUP INC COM 0.0%
Value ($000) $2 Shares 33 Est. Cost $44.98 Unrealized +50.0%
MTRN MATERION CORP COM 0.0%
Value ($000) $2 Shares 20 Est. Cost $54.48 Unrealized +36.0%
BSBR BANCO SANTANDER BRASIL S A ADS REP 1 UNIT 0.0%
Value ($000) $2 Shares 200 Est. Cost $10.00 Unrealized
LLY LILLY ELI & CO COM 0.0%
Value ($000) $2 Shares 7 Est. Cost $101.37 Unrealized +89.3%
CFG CITIZENS FINL GROUP INC COM 0.0%
Value ($000) $2 Shares 34 Est. Cost $25.28 Unrealized +53.5%
TILRAY INC COM CL 2 0.0%
Value ($000) $1 Shares 55 Est. Cost $18.18 Unrealized
QURE UNIQURE NV SHS 0.0%
Value ($000) $1 Shares 20 Est. Cost $42.18 Unrealized -20.6%
TORTOISE ENERGY INFRA CORP COM 0.0%
Value ($000) $1 Shares 44 Est. Cost $11.76 Unrealized
TONIX PHARMACEUTICALS HLDG CO COM 0.0%
Value ($000) $1 Shares 1,000 Est. Cost $1.00 Unrealized
PEGA PEGASYSTEMS INC COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $65.15 Unrealized -3.2%
VAL VALARIS LIMITED CL A 0.0%
Value ($000) $1 Shares 49 Est. Cost $25.06 Unrealized 0.0%
QUIDEL CORP COM 0.0%
Value ($000) $1 Shares 10 Est. Cost $100.00 Unrealized
BUZZ VANECK VECTORS SOCIAL SENTIMENT ETF 0.0%
Value ($000) $1 Shares 40 Est. Cost $25.00 Unrealized
LABORATORY CORP AMER HLDGS COM NEW 0.0%
Value ($000) $1 Shares 4 Est. Cost $250.00 Unrealized
OTIS OTIS WORLDWIDE CORP COM 0.0%
Value ($000) $1 Shares 14 Est. Cost $47.48 Unrealized +51.0%
CO-DIAGNOSTICS INC COM 0.0%
Value ($000) $1 Shares 100 Est. Cost Unrealized
ATLASSIAN CORP PLC CL A 0.0%
Value ($000) $1 Shares 5 Est. Cost $200.00 Unrealized
OMFL INVESCO RUSSELL 1000 DYNAMIC MULTIFACTOR ETF 0.0%
Value ($000) $1 Shares 17 Est. Cost $58.82 Unrealized
CC CHEMOURS CO COM 0.0%
Value ($000) $1 Shares 23 Est. Cost $11.42 Unrealized +146.3%
MPC MARATHON PETE CORP COM 0.0%
Value ($000) $1 Shares 13 Est. Cost $52.29 Unrealized 0.0%
CARR CARRIER GLOBAL CORPORATION COM 0.0%
Value ($000) $1 Shares 28 Est. Cost $17.13 Unrealized +145.0%
ALL ALLSTATE CORP COM 0.0%
Value ($000) $1 Shares 4 Est. Cost $75.17 Unrealized +53.4%
ILMN ILLUMINA INC COM 0.0%
Value ($000) $1 Shares 2 Est. Cost $310.32 Unrealized +29.8%
AI C3 AI INC CL A 0.0%
Value ($000) $1 Shares 20 Est. Cost $62.15 Unrealized 0.0%
ALC ALCON AG ORD SHS 0.0%
Value ($000) $1 Shares 8 Est. Cost $61.67 Unrealized +14.0%
TRIP TRIPADVISOR INC COM 0.0%
Value ($000) $1 Shares 30 Est. Cost $42.90 Unrealized +5.3%
BB BLACKBERRY LTD COM 0.0%
Value ($000) $1 Shares 112 Est. Cost $10.48 Unrealized 0.0%
BXP BOSTON PROPERTIES INC COM 0.0%
Value ($000) $1 Shares 12 Est. Cost $86.59 Unrealized +1.6%
IEF ISHARES 7-10 YEAR TREASURY BOND ETF 0.0%
Value ($000) $1 Shares 12 Est. Cost $94.12 Unrealized
DGRO ISHARES CORE DIVIDEND GROWTH ETF 0.0%
Value ($000) $1 Shares 15 Est. Cost $66.67 Unrealized
ELAN ELANCO ANIMAL HEALTH INC COM 0.0%
Value ($000) $1 Shares 42 Est. Cost $30.51 Unrealized +8.1%
BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 0.0%
Value ($000) $1 Shares 15 Est. Cost $66.67 Unrealized
VBR VANGUARD SMALL-CAP VALUE INDEX FUND 0.0%
Value ($000) $1 Shares 6 Est. Cost $166.67 Unrealized
FITB FIFTH THIRD BANCORP COM 0.0%
Value ($000) $1 Shares 15 Est. Cost $28.18 Unrealized +18.8%
TLT ISHARES 20 YEAR TREASURY BOND ETF 0.0%
Value ($000) $1 Shares 8 Est. Cost $125.00 Unrealized
DRIV GLOBAL X AUTONOMOUS & ELECTRIC VEHICLES ETF 0.0%
Value ($000) $1 Shares 25 Est. Cost $40.00 Unrealized
WAB WABTEC COM 0.0%
Value ($000) $1 Shares 8 Est. Cost $65.02 Unrealized +21.6%
O2MICRO INTERNATIONAL LIMITED SPONS ADR 0.0%
Value ($000) $1 Shares 200 Est. Cost $5.00 Unrealized
SDCCQ SMILEDIRECTCLUB INC CL A COM 0.0%
Value ($000) $1 Shares 68 Est. Cost $6.93 Unrealized +33.1%
DMTKQ DERMTECH INC COM 0.0%
Value ($000) $1 Shares 25 Est. Cost $40.00 Unrealized
CARZ FIRST TRUST NASDAQ GLOBAL AUTO INDEX FUND 0.0%
Value ($000) $1 Shares 21 Est. Cost $47.62 Unrealized
RDVY FIRST TRUST NASDAQ RISING DIVIDEND ACHIEVERS FUND 0.0%
Value ($000) $1 Shares 11 Est. Cost $90.91 Unrealized
FOOT LOCKER INC COM 0.0%
Value ($000) $1 Shares 16 Est. Cost $51.16 Unrealized
JBLU JETBLUE AWYS CORP COM 0.0%
Value ($000) $1 Shares 55 Est. Cost $17.33 Unrealized +11.8%
IYT ISHARES U.S. TRANSPORTATION ETF 0.0%
Value ($000) $1 Shares 5 Est. Cost $200.00 Unrealized
IDRV ISHARES SELF-DRIVING EV AND TECH ETF 0.0%
Value ($000) $1 Shares 20 Est. Cost $50.00 Unrealized
GDDY GODADDY INC CL A 0.0%
Value ($000) $1 Shares 9 Est. Cost $43.10 Unrealized +93.8%
FNKO FUNKO INC COM CL A 0.0%
Value ($000) $0 Shares 17 Est. Cost $22.75 Unrealized 0.0%
WDC WESTERN DIGITAL CORP. COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $33.07 Unrealized +62.9%
DEO DIAGEO PLC SPON ADR NEW 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $0 Shares 2 Est. Cost $39.38 Unrealized +19.8%
GOGL GOLDEN OCEAN GROUP LTD SHS NEW 0.0%
Value ($000) $0 Shares 7 Est. Cost Unrealized
AMC ENTMT HLDGS INC CL A COM 0.0%
Value ($000) $0 Shares 7 Est. Cost Unrealized
SIRIUS XM HOLDINGS INC COM 0.0%
Value ($000) $0 Shares 72 Est. Cost $5.00 Unrealized
AMERICAN FIN TR INC COM CLASS A 0.0%
Value ($000) $0 Shares 6 Est. Cost $11.24 Unrealized
VIRGIN GALACTIC HOLDINGS INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
GME GAMESTOP CORP NEW CL A 0.0%
Value ($000) $0 Shares 2 Est. Cost $39.01 Unrealized +24.3%
SPB SPECTRUM BRANDS HLDGS INC NEW COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $81.51 Unrealized +8.2%
SPDR S&P 600 SMALL CAP ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
XMHQ INVESCO S&P MIDCAP QUALITY ETF 0.0%
Value ($000) $0 Shares 5 Est. Cost Unrealized
INOVIO PHARMACEUTICALS INC COM NEW 0.0%
Value ($000) $0 Shares 50 Est. Cost Unrealized
IGE ISHARES NORTH AMERICAN NATURAL RESOURCES ETF 0.0%
Value ($000) $0 Shares 16 Est. Cost Unrealized
SBRA SABRA HEALTH CARE REIT INC COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $15.28 Unrealized
BLNK BLINK CHARGING CO COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $43.58 Unrealized -14.9%
MICRO FOCUS INTL PLC SPON ADR NEW 0.0%
Value ($000) $0 Shares 10 Est. Cost Unrealized
AVT AVNET INC COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $29.25 Unrealized +30.6%
NAT NORDIC AMERICAN TANKERS LIMITE COM 0.0%
Value ($000) $0 Shares 11 Est. Cost $3.71 Unrealized -8.8%
HOG HARLEY DAVIDSON INC COM 0.0%
Value ($000) $0 Shares 8 Est. Cost $39.21 Unrealized +18.4%
CAH CARDINAL HEALTH INC COM 0.0%
Value ($000) $0 Shares 3 Est. Cost $48.89 Unrealized +6.8%
GPRO GOPRO INC CL A 0.0%
Value ($000) $0 Shares 7 Est. Cost $9.37 Unrealized +20.4%
NUE NUCOR CORP COM 0.0%
Value ($000) $0 Shares 5 Est. Cost $56.08 Unrealized +55.1%
HOLLYFRONTIER CORP COM 0.0%
Value ($000) $0 Shares 4 Est. Cost $41.67 Unrealized
THE BEACHBODY COMPANY INC COM CL A 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized