Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors Diversified Active

CIK: 0001748861 · Show all filings

Period: Q4 2021 (← Previous) (Next →)

Filing Date: Jan 28, 2022

Total Value ($000): $350,068 (100.0% shares, 0.0% debt)

Holdings (365)

AAPL APPLE INC 4.7%
Value ($000) $16,465 Shares 92,726 Est. Cost $109.51 Unrealized +41.3%
MSFT MICROSOFT CORP 3.4%
Value ($000) $11,921 Shares 35,446 Est. Cost $153.40 Unrealized +104.3%
AMZN AMAZON COM INC 3.3%
Value ($000) $11,412 Shares 3,423 Est. Cost $149.54 Unrealized +14.5%
TSLA TESLA INC 2.3%
Value ($000) $7,977 Shares 7,548 Est. Cost $227.45 Unrealized +47.5%
IFF INTERNATIONAL FLAVORS&FRAGRA 1.7%
Value ($000) $5,951 Shares 39,501 Est. Cost $129.63 Unrealized 0.0%
HNDL STRATEGY SHS 1.4%
Value ($000) $4,969 Shares 191,244 Est. Cost $25.42 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 1.3%
Value ($000) $4,530 Shares 15,151 Est. Cost $216.18 Unrealized +32.5%
VZ VERIZON COMMUNICATIONS INC 1.1%
Value ($000) $3,905 Shares 75,162 Est. Cost $40.68 Unrealized -0.7%
PFE PFIZER INC 1.0%
Value ($000) $3,658 Shares 61,941 Est. Cost $29.65 Unrealized +35.7%
NVDA NVIDIA CORPORATION 1.0%
Value ($000) $3,647 Shares 12,401 Est. Cost $19.36 Unrealized +41.9%
JEF JEFFERIES FINL GROUP INC 1.0%
Value ($000) $3,345 Shares 86,200 Est. Cost $14.39 Unrealized +134.2%
IVV ISHARES TR 0.9%
Value ($000) $3,320 Shares 6,959 Est. Cost $302.32 Unrealized
UNH UNITEDHEALTH GROUP INC 0.9%
Value ($000) $3,264 Shares 6,499 Est. Cost $314.99 Unrealized +34.0%
BIL SPDR SER TR 0.9%
Value ($000) $3,207 Shares 35,073 Est. Cost $91.52 Unrealized
JPM JPMORGAN CHASE & CO 0.9%
Value ($000) $3,187 Shares 20,125 Est. Cost $111.76 Unrealized +32.3%
PIONEER NAT RES CO 0.9%
Value ($000) $3,160 Shares 17,376 Est. Cost $77.65 Unrealized
PG PROCTER AND GAMBLE CO 0.9%
Value ($000) $3,124 Shares 19,095 Est. Cost $97.88 Unrealized +37.0%
JNJ JOHNSON & JOHNSON 0.9%
Value ($000) $3,114 Shares 18,201 Est. Cost $125.81 Unrealized +15.3%
DNP SELECT INCOME FD INC 0.9%
Value ($000) $3,029 Shares 278,640 Est. Cost $10.02 Unrealized
XOM EXXON MOBIL CORP 0.8%
Value ($000) $2,962 Shares 48,404 Est. Cost $44.73 Unrealized +20.5%
JEPI J P MORGAN EXCHANGE-TRADED F 0.8%
Value ($000) $2,955 Shares 46,762 Est. Cost $60.29 Unrealized
GE GENERAL ELECTRIC CO 0.8%
Value ($000) $2,896 Shares 30,660 Est. Cost $62.73 Unrealized -1.9%
QQQ INVESCO QQQ TR 0.8%
Value ($000) $2,895 Shares 7,277 Est. Cost $190.52 Unrealized
BP BP PLC 0.8%
Value ($000) $2,867 Shares 107,679 Est. Cost $24.35 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.8%
Value ($000) $2,829 Shares 16,473 Est. Cost $116.83 Unrealized
HD HOME DEPOT INC 0.8%
Value ($000) $2,818 Shares 6,790 Est. Cost $214.49 Unrealized +60.0%
FDN FIRST TR EXCHANGE-TRADED FD 0.8%
Value ($000) $2,791 Shares 12,342 Est. Cost $178.99 Unrealized
SPY SPDR S&P 500 ETF TR 0.8%
Value ($000) $2,721 Shares 5,729 Est. Cost $283.08 Unrealized
GUGGENHEIM STRATEGIC OPPORTU 0.7%
Value ($000) $2,505 Shares 136,752 Est. Cost $19.34 Unrealized
BKLN INVESCO EXCH TRADED FD TR II 0.7%
Value ($000) $2,442 Shares 110,492 Est. Cost $22.12 Unrealized
MRK MERCK & CO INC 0.7%
Value ($000) $2,368 Shares 30,893 Est. Cost $62.09 Unrealized +12.6%
RDVY FIRST TR EXCHANGE-TRADED FD 0.7%
Value ($000) $2,336 Shares 45,109 Est. Cost $35.57 Unrealized
ABT ABBOTT LABS 0.7%
Value ($000) $2,314 Shares 16,441 Est. Cost $86.42 Unrealized +37.3%
BMY BRISTOL-MYERS SQUIBB CO 0.7%
Value ($000) $2,301 Shares 36,910 Est. Cost $45.87 Unrealized +7.3%
ABBV ABBVIE INC 0.7%
Value ($000) $2,300 Shares 16,989 Est. Cost $62.40 Unrealized +63.0%
BSV VANGUARD BD INDEX FDS 0.6%
Value ($000) $2,245 Shares 27,775 Est. Cost $81.75 Unrealized
IGEB ISHARES TR 0.6%
Value ($000) $2,165 Shares 41,115 Est. Cost $52.66 Unrealized
GLD SPDR GOLD TR 0.6%
Value ($000) $2,165 Shares 12,665 Est. Cost $145.04 Unrealized
XLK SELECT SECTOR SPDR TR 0.6%
Value ($000) $2,141 Shares 12,316 Est. Cost $91.71 Unrealized
SMH VANECK ETF TRUST 0.6%
Value ($000) $2,115 Shares 6,851 Est. Cost $133.26 Unrealized
TIP ISHARES TR 0.6%
Value ($000) $2,104 Shares 16,285 Est. Cost $120.53 Unrealized
HON HONEYWELL INTL INC 0.6%
Value ($000) $2,051 Shares 9,838 Est. Cost $145.82 Unrealized +26.9%
VBR VANGUARD INDEX FDS 0.6%
Value ($000) $2,040 Shares 11,408 Est. Cost $139.07 Unrealized
CVS CVS HEALTH CORP 0.6%
Value ($000) $2,036 Shares 19,734 Est. Cost $55.85 Unrealized +44.1%
IAU ISHARES GOLD TR 0.6%
Value ($000) $1,958 Shares 56,245 Est. Cost $33.79 Unrealized
DVY ISHARES TR 0.6%
Value ($000) $1,946 Shares 15,875 Est. Cost $101.83 Unrealized
GOOG ALPHABET INC 0.6%
Value ($000) $1,934 Shares 669 Est. Cost $93.33 Unrealized +53.7%
CRM SALESFORCE COM INC 0.5%
Value ($000) $1,916 Shares 7,540 Est. Cost $230.06 Unrealized +20.7%
RSP INVESCO EXCHANGE TRADED FD T 0.5%
Value ($000) $1,892 Shares 11,624 Est. Cost $105.84 Unrealized
PEP PEPSICO INC 0.5%
Value ($000) $1,873 Shares 10,784 Est. Cost $112.55 Unrealized +27.4%
REGN REGENERON PHARMACEUTICALS 0.5%
Value ($000) $1,845 Shares 2,922 Est. Cost $560.91 Unrealized +9.0%
USMV ISHARES TR 0.5%
Value ($000) $1,844 Shares 22,789 Est. Cost $64.56 Unrealized
GDX VANECK ETF TRUST 0.5%
Value ($000) $1,833 Shares 57,238 Est. Cost $28.60 Unrealized
CVX CHEVRON CORP NEW 0.5%
Value ($000) $1,819 Shares 15,498 Est. Cost $78.28 Unrealized +22.8%
ENB ENBRIDGE INC 0.5%
Value ($000) $1,766 Shares 45,201 Est. Cost $27.59 Unrealized +11.2%
RSPF INVESCO EXCHANGE TRADED FD T 0.5%
Value ($000) $1,735 Shares 26,956 Est. Cost $60.59 Unrealized
AMGN AMGEN INC 0.5%
Value ($000) $1,726 Shares 7,670 Est. Cost $175.31 Unrealized +5.6%
NEM NEWMONT CORP 0.5%
Value ($000) $1,688 Shares 27,214 Est. Cost $34.45 Unrealized +44.7%
LLY LILLY ELI & CO 0.5%
Value ($000) $1,668 Shares 6,038 Est. Cost $152.28 Unrealized +60.1%
IEFA ISHARES TR 0.5%
Value ($000) $1,605 Shares 21,503 Est. Cost $62.56 Unrealized
MTUM ISHARES TR 0.5%
Value ($000) $1,603 Shares 8,815 Est. Cost $116.84 Unrealized
XLI SELECT SECTOR SPDR TR 0.5%
Value ($000) $1,590 Shares 15,023 Est. Cost $77.00 Unrealized
CSCO CISCO SYS INC 0.5%
Value ($000) $1,587 Shares 25,044 Est. Cost $37.48 Unrealized +34.6%
STNG SCORPIO TANKERS INC 0.4%
Value ($000) $1,554 Shares 121,291 Est. Cost $16.93 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 0.4%
Value ($000) $1,552 Shares 16,731 Est. Cost $95.53 Unrealized
XLF SELECT SECTOR SPDR TR 0.4%
Value ($000) $1,519 Shares 38,889 Est. Cost $31.67 Unrealized
WMT WALMART INC 0.4%
Value ($000) $1,502 Shares 10,383 Est. Cost $35.77 Unrealized +26.3%
BX BLACKSTONE INC 0.4%
Value ($000) $1,473 Shares 11,383 Est. Cost $47.63 Unrealized +143.8%
KO COCA COLA CO 0.4%
Value ($000) $1,458 Shares 24,616 Est. Cost $42.67 Unrealized +15.2%
FTEC FIDELITY COVINGTON TRUST 0.4%
Value ($000) $1,386 Shares 10,236 Est. Cost $58.18 Unrealized
IVE ISHARES TR 0.4%
Value ($000) $1,336 Shares 8,529 Est. Cost $117.46 Unrealized
INTU INTUIT 0.4%
Value ($000) $1,328 Shares 2,064 Est. Cost $386.43 Unrealized +55.6%
FDHY FIDELITY COVINGTON TRUST 0.4%
Value ($000) $1,300 Shares 23,816 Est. Cost $54.59 Unrealized
MCD MCDONALDS CORP 0.4%
Value ($000) $1,292 Shares 4,818 Est. Cost $184.26 Unrealized +24.6%
DIS DISNEY WALT CO 0.4%
Value ($000) $1,269 Shares 8,190 Est. Cost $139.75 Unrealized +12.9%
IHI ISHARES TR 0.4%
Value ($000) $1,266 Shares 19,223 Est. Cost $98.39 Unrealized
EMR EMERSON ELEC CO 0.4%
Value ($000) $1,256 Shares 13,508 Est. Cost $77.08 Unrealized +12.2%
GOOGL ALPHABET INC 0.4%
Value ($000) $1,254 Shares 433 Est. Cost $80.38 Unrealized +77.8%
ARKW ARK ETF TR 0.4%
Value ($000) $1,253 Shares 10,565 Est. Cost $75.24 Unrealized
IVOL KRANESHARES TR 0.4%
Value ($000) $1,252 Shares 46,628 Est. Cost $27.63 Unrealized
LMT LOCKHEED MARTIN CORP 0.4%
Value ($000) $1,249 Shares 3,513 Est. Cost $303.30 Unrealized +1.9%
PEG PUBLIC SVC ENTERPRISE GRP IN 0.4%
Value ($000) $1,246 Shares 18,671 Est. Cost $46.78 Unrealized +17.6%
VTIP VANGUARD MALVERN FDS 0.4%
Value ($000) $1,241 Shares 24,144 Est. Cost $51.10 Unrealized
MTZ MASTEC INC 0.4%
Value ($000) $1,240 Shares 13,440 Est. Cost $88.78 Unrealized +2.9%
LHX L3HARRIS TECHNOLOGIES INC 0.3%
Value ($000) $1,221 Shares 5,724 Est. Cost $171.08 Unrealized +19.0%
SO SOUTHERN CO 0.3%
Value ($000) $1,218 Shares 17,760 Est. Cost $44.30 Unrealized +23.5%
ASML ASML HOLDING N V 0.3%
Value ($000) $1,207 Shares 1,516 Est. Cost $479.65 Unrealized
NEE NEXTERA ENERGY INC 0.3%
Value ($000) $1,137 Shares 12,175 Est. Cost $68.30 Unrealized +13.3%
CCJ CAMECO CORP 0.3%
Value ($000) $1,086 Shares 49,816 Est. Cost $13.68 Unrealized +74.9%
VWO VANGUARD INTL EQUITY INDEX F 0.3%
Value ($000) $1,064 Shares 21,512 Est. Cost $41.28 Unrealized
ALKS ALKERMES PLC 0.3%
Value ($000) $1,047 Shares 45,000 Est. Cost $18.22 Unrealized +44.3%
SNOW SNOWFLAKE INC 0.3%
Value ($000) $1,038 Shares 3,063 Est. Cost $253.09 Unrealized +37.7%
ADP AUTOMATIC DATA PROCESSING IN 0.3%
Value ($000) $1,038 Shares 4,210 Est. Cost $144.44 Unrealized +43.5%
RSPG INVESCO EXCHANGE TRADED FD T 0.3%
Value ($000) $1,006 Shares 21,055 Est. Cost $46.15 Unrealized
QCOM QUALCOMM INC 0.3%
Value ($000) $984 Shares 5,379 Est. Cost $99.19 Unrealized +47.3%
INTC INTEL CORP 0.3%
Value ($000) $949 Shares 18,425 Est. Cost $45.46 Unrealized +4.0%
VTI VANGUARD INDEX FDS 0.3%
Value ($000) $945 Shares 3,915 Est. Cost $152.40 Unrealized
T AT&T INC 0.3%
Value ($000) $927 Shares 37,684 Est. Cost $15.59 Unrealized -5.9%
SCHD SCHWAB STRATEGIC TR 0.3%
Value ($000) $924 Shares 11,433 Est. Cost $57.09 Unrealized
FHN FIRST HORIZON CORPORATION 0.3%
Value ($000) $902 Shares 55,251 Est. Cost $13.32 Unrealized +8.2%
AMD ADVANCED MICRO DEVICES INC 0.3%
Value ($000) $899 Shares 6,250 Est. Cost $52.55 Unrealized +155.8%
DGRW WISDOMTREE TR 0.3%
Value ($000) $894 Shares 13,572 Est. Cost $41.23 Unrealized
AEP AMERICAN ELEC PWR CO INC 0.2%
Value ($000) $862 Shares 9,691 Est. Cost $69.06 Unrealized +5.0%
VB VANGUARD INDEX FDS 0.2%
Value ($000) $853 Shares 3,774 Est. Cost $164.88 Unrealized
EEM ISHARES TR 0.2%
Value ($000) $843 Shares 17,257 Est. Cost $44.29 Unrealized
DGRO ISHARES TR 0.2%
Value ($000) $813 Shares 14,625 Est. Cost $50.09 Unrealized
SCHM SCHWAB STRATEGIC TR 0.2%
Value ($000) $805 Shares 10,012 Est. Cost $56.94 Unrealized
FLOT ISHARES TR 0.2%
Value ($000) $797 Shares 15,702 Est. Cost $50.84 Unrealized
IEF ISHARES TR 0.2%
Value ($000) $795 Shares 6,912 Est. Cost $114.45 Unrealized
GBIL GOLDMAN SACHS ETF TR 0.2%
Value ($000) $791 Shares 7,906 Est. Cost $100.47 Unrealized
VOE VANGUARD INDEX FDS 0.2%
Value ($000) $786 Shares 5,231 Est. Cost $116.66 Unrealized
IRM IRON MTN INC NEW 0.2%
Value ($000) $776 Shares 14,823 Est. Cost $26.67 Unrealized +50.4%
NFLX NETFLIX INC 0.2%
Value ($000) $773 Shares 1,284 Est. Cost $56.89 Unrealized +12.3%
ITOT ISHARES TR 0.2%
Value ($000) $761 Shares 7,118 Est. Cost $69.93 Unrealized
SYY SYSCO CORP 0.2%
Value ($000) $757 Shares 9,639 Est. Cost $62.48 Unrealized +10.1%
MDT MEDTRONIC PLC 0.2%
Value ($000) $748 Shares 7,227 Est. Cost $87.40 Unrealized +16.7%
NEOG NEOGEN CORP 0.2%
Value ($000) $747 Shares 16,448 Est. Cost $42.79 Unrealized 0.0%
COST COSTCO WHSL CORP NEW 0.2%
Value ($000) $736 Shares 1,296 Est. Cost $327.27 Unrealized +49.1%
FDX FEDEX CORP 0.2%
Value ($000) $734 Shares 2,839 Est. Cost $242.11 Unrealized -9.2%
BAC BK OF AMERICA CORP 0.2%
Value ($000) $732 Shares 16,444 Est. Cost $23.05 Unrealized +78.0%
MDY SPDR S&P MIDCAP 400 ETF TR 0.2%
Value ($000) $731 Shares 1,413 Est. Cost $354.91 Unrealized
SBUX STARBUCKS CORP 0.2%
Value ($000) $729 Shares 6,231 Est. Cost $82.20 Unrealized +24.4%
ETN EATON CORP PLC 0.2%
Value ($000) $727 Shares 4,205 Est. Cost $119.76 Unrealized +29.8%
MA MASTERCARD INCORPORATED 0.2%
Value ($000) $718 Shares 1,999 Est. Cost $287.53 Unrealized +17.5%
VYM VANGUARD WHITEHALL FDS 0.2%
Value ($000) $716 Shares 6,385 Est. Cost $85.86 Unrealized
KMB KIMBERLY-CLARK CORP 0.2%
Value ($000) $716 Shares 5,008 Est. Cost $113.21 Unrealized +1.8%
FTCS FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $712 Shares 8,421 Est. Cost $64.02 Unrealized
CSX CSX CORP 0.2%
Value ($000) $710 Shares 18,889 Est. Cost $30.07 Unrealized +10.7%
OKTA OKTA INC 0.2%
Value ($000) $706 Shares 3,151 Est. Cost $247.93 Unrealized -3.9%
IWM ISHARES TR 0.2%
Value ($000) $704 Shares 3,166 Est. Cost $173.60 Unrealized
KIRKLAND LAKE GOLD LTD 0.2%
Value ($000) $700 Shares 16,679 Est. Cost $40.71 Unrealized
VTV VANGUARD INDEX FDS 0.2%
Value ($000) $693 Shares 4,714 Est. Cost $135.99 Unrealized
VT VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $692 Shares 6,439 Est. Cost $69.75 Unrealized
HOLX HOLOGIC INC 0.2%
Value ($000) $685 Shares 8,952 Est. Cost $72.68 Unrealized +1.1%
MO ALTRIA GROUP INC 0.2%
Value ($000) $684 Shares 14,434 Est. Cost $28.09 Unrealized +16.7%
GIS GENERAL MLS INC 0.2%
Value ($000) $672 Shares 9,968 Est. Cost $45.15 Unrealized +22.4%
WESTERN AST INFL LKD OPP & I 0.2%
Value ($000) $658 Shares 48,447 Est. Cost $12.34 Unrealized
SHY ISHARES TR 0.2%
Value ($000) $646 Shares 7,550 Est. Cost $85.90 Unrealized
V VISA INC 0.2%
Value ($000) $635 Shares 2,931 Est. Cost $204.71 Unrealized +1.7%
MMM 3M CO 0.2%
Value ($000) $622 Shares 3,499 Est. Cost $112.79 Unrealized +12.9%
TMO THERMO FISHER SCIENTIFIC INC 0.2%
Value ($000) $618 Shares 926 Est. Cost $418.79 Unrealized +47.4%
DUK DUKE ENERGY CORP NEW 0.2%
Value ($000) $616 Shares 5,873 Est. Cost $72.55 Unrealized +18.9%
IBB ISHARES TR 0.2%
Value ($000) $614 Shares 4,025 Est. Cost $145.55 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $604 Shares 4,520 Est. Cost $99.59 Unrealized +6.9%
PFF ISHARES TR 0.2%
Value ($000) $597 Shares 15,150 Est. Cost $36.38 Unrealized
VPU VANGUARD WORLD FDS 0.2%
Value ($000) $596 Shares 3,814 Est. Cost $128.39 Unrealized
AGG ISHARES TR 0.2%
Value ($000) $595 Shares 5,220 Est. Cost $112.42 Unrealized
BND VANGUARD BD INDEX FDS 0.2%
Value ($000) $589 Shares 6,947 Est. Cost $85.33 Unrealized
SLV ISHARES SILVER TR 0.2%
Value ($000) $589 Shares 27,382 Est. Cost $19.30 Unrealized
TGT TARGET CORP 0.2%
Value ($000) $586 Shares 2,531 Est. Cost $134.25 Unrealized +59.5%
NTLA INTELLIA THERAPEUTICS INC 0.2%
Value ($000) $585 Shares 4,950 Est. Cost $43.50 Unrealized +188.0%
KELLOGG CO 0.2%
Value ($000) $582 Shares 9,038 Est. Cost $46.21 Unrealized +10.5%
LUV SOUTHWEST AIRLS CO 0.2%
Value ($000) $576 Shares 13,444 Est. Cost $49.45 Unrealized -11.7%
ICSH ISHARES TR 0.2%
Value ($000) $576 Shares 11,431 Est. Cost $50.57 Unrealized
CAT CATERPILLAR INC 0.2%
Value ($000) $576 Shares 2,788 Est. Cost $138.76 Unrealized +34.5%
BIV VANGUARD BD INDEX FDS 0.2%
Value ($000) $570 Shares 6,511 Est. Cost $89.82 Unrealized
META META PLATFORMS INC 0.2%
Value ($000) $568 Shares 1,690 Est. Cost $241.35 Unrealized +36.6%
FDM FIRST TR DOW JONES SELECT MI 0.2%
Value ($000) $564 Shares 8,821 Est. Cost $48.98 Unrealized
MET METLIFE INC 0.2%
Value ($000) $556 Shares 8,890 Est. Cost $47.61 Unrealized +16.3%
NOC NORTHROP GRUMMAN CORP 0.2%
Value ($000) $555 Shares 1,435 Est. Cost $315.61 Unrealized +10.3%
CRWD CROWDSTRIKE HLDGS INC 0.2%
Value ($000) $547 Shares 2,672 Est. Cost $242.18 Unrealized +0.6%
ORCL ORACLE CORP 0.2%
Value ($000) $546 Shares 6,256 Est. Cost $54.78 Unrealized +62.3%
ZBRA ZEBRA TECHNOLOGIES CORPORATI 0.2%
Value ($000) $545 Shares 915 Est. Cost $359.01 Unrealized +58.1%
XLU SELECT SECTOR SPDR TR 0.2%
Value ($000) $535 Shares 7,474 Est. Cost $54.19 Unrealized
VNLA JANUS DETROIT STR TR 0.2%
Value ($000) $534 Shares 10,773 Est. Cost $50.27 Unrealized
RSPN INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $531 Shares 2,688 Est. Cost $185.67 Unrealized
WM WASTE MGMT INC DEL 0.2%
Value ($000) $527 Shares 3,160 Est. Cost $100.76 Unrealized +49.5%
FTNT FORTINET INC 0.1%
Value ($000) $521 Shares 1,450 Est. Cost $25.83 Unrealized +154.8%
TTD THE TRADE DESK INC 0.1%
Value ($000) $519 Shares 5,667 Est. Cost $67.36 Unrealized +30.0%
DOUBLELINE INCOME SOLUTIONS 0.1%
Value ($000) $518 Shares 32,109 Est. Cost $16.13 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $501 Shares 6,170 Est. Cost $79.96 Unrealized
PSI INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $498 Shares 3,242 Est. Cost $133.12 Unrealized
SHOP SHOPIFY INC 0.1%
Value ($000) $497 Shares 361 Est. Cost $133.29 Unrealized +9.6%
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $496 Shares 5,218 Est. Cost $66.91 Unrealized +14.1%
SOXX ISHARES TR 0.1%
Value ($000) $493 Shares 909 Est. Cost $388.91 Unrealized
MINT PIMCO ETF TR 0.1%
Value ($000) $491 Shares 4,836 Est. Cost $101.93 Unrealized
PYPL PAYPAL HLDGS INC 0.1%
Value ($000) $489 Shares 2,595 Est. Cost $248.33 Unrealized -13.1%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.1%
Value ($000) $487 Shares 4,047 Est. Cost $116.49 Unrealized
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $484 Shares 9,623 Est. Cost $40.55 Unrealized +13.8%
MGM MGM RESORTS INTERNATIONAL 0.1%
Value ($000) $480 Shares 10,695 Est. Cost $34.23 Unrealized +31.1%
USB US BANCORP DEL 0.1%
Value ($000) $471 Shares 8,378 Est. Cost $42.93 Unrealized +13.8%
ABNB AIRBNB INC 0.1%
Value ($000) $469 Shares 2,815 Est. Cost $167.19 Unrealized +5.3%
ADBE ADOBE SYSTEMS INCORPORATED 0.1%
Value ($000) $466 Shares 821 Est. Cost $560.36 Unrealized +11.5%
CDNS CADENCE DESIGN SYSTEM INC 0.1%
Value ($000) $466 Shares 2,500 Est. Cost $111.66 Unrealized +56.1%
RTX RAYTHEON TECHNOLOGIES CORP 0.1%
Value ($000) $464 Shares 5,393 Est. Cost $63.20 Unrealized +25.5%
FNCL FIDELITY COVINGTON TRUST 0.1%
Value ($000) $463 Shares 8,277 Est. Cost $39.41 Unrealized
ICE INTERCONTINENTAL EXCHANGE IN 0.1%
Value ($000) $462 Shares 3,376 Est. Cost $108.32 Unrealized +15.7%
SKYY FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $462 Shares 4,432 Est. Cost $83.10 Unrealized
ILMN ILLUMINA INC 0.1%
Value ($000) $461 Shares 1,213 Est. Cost $381.92 Unrealized -0.8%
IAG IAMGOLD CORP 0.1%
Value ($000) $457 Shares 146,000 Est. Cost $3.98 Unrealized -26.3%
TJX TJX COS INC NEW 0.1%
Value ($000) $456 Shares 6,008 Est. Cost $54.94 Unrealized +18.8%
IJH ISHARES TR 0.1%
Value ($000) $453 Shares 1,599 Est. Cost $199.66 Unrealized
PTC PTC INC 0.1%
Value ($000) $451 Shares 3,725 Est. Cost $86.92 Unrealized +38.7%
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $451 Shares 9,393 Est. Cost $37.05 Unrealized +19.9%
PH PARKER-HANNIFIN CORP 0.1%
Value ($000) $450 Shares 1,414 Est. Cost $203.32 Unrealized +44.0%
MAR MARRIOTT INTL INC NEW 0.1%
Value ($000) $449 Shares 2,716 Est. Cost $118.12 Unrealized +28.4%
PROVIDENT BANCORP INC 0.1%
Value ($000) $446 Shares 24,000 Est. Cost $12.03 Unrealized
EXC EXELON CORP 0.1%
Value ($000) $445 Shares 7,701 Est. Cost $25.46 Unrealized +27.8%
IEMG ISHARES INC 0.1%
Value ($000) $443 Shares 7,400 Est. Cost $53.44 Unrealized
LINDE PLC 0.1%
Value ($000) $441 Shares 1,273 Est. Cost $295.84 Unrealized
RBLX ROBLOX CORP 0.1%
Value ($000) $441 Shares 4,271 Est. Cost $83.66 Unrealized +16.1%
XLV SELECT SECTOR SPDR TR 0.1%
Value ($000) $439 Shares 3,116 Est. Cost $122.14 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $431 Shares 5,977 Est. Cost $46.15 Unrealized +35.7%
PNC PNC FINL SVCS GROUP INC 0.1%
Value ($000) $427 Shares 2,131 Est. Cost $92.80 Unrealized +87.8%
APD AIR PRODS & CHEMS INC 0.1%
Value ($000) $420 Shares 1,379 Est. Cost $242.10 Unrealized +8.9%
IEI ISHARES TR 0.1%
Value ($000) $416 Shares 3,237 Est. Cost $132.89 Unrealized
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $410 Shares 4,801 Est. Cost $59.24 Unrealized +14.9%
VRTX VERTEX PHARMACEUTICALS INC 0.1%
Value ($000) $410 Shares 1,869 Est. Cost $194.45 Unrealized 0.0%
ROK ROCKWELL AUTOMATION INC 0.1%
Value ($000) $410 Shares 1,175 Est. Cost $189.33 Unrealized +62.7%
VGT VANGUARD WORLD FDS 0.1%
Value ($000) $408 Shares 890 Est. Cost $368.91 Unrealized
PNW PINNACLE WEST CAP CORP 0.1%
Value ($000) $407 Shares 5,772 Est. Cost $59.83 Unrealized -6.7%
BA BOEING CO 0.1%
Value ($000) $406 Shares 2,018 Est. Cost $263.85 Unrealized -19.9%
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $405 Shares 6,110 Est. Cost $49.92 Unrealized +10.8%
XLE SELECT SECTOR SPDR TR 0.1%
Value ($000) $403 Shares 7,267 Est. Cost $42.34 Unrealized
MOAT VANECK ETF TRUST 0.1%
Value ($000) $403 Shares 5,291 Est. Cost $59.51 Unrealized
XLY SELECT SECTOR SPDR TR 0.1%
Value ($000) $401 Shares 1,961 Est. Cost $132.81 Unrealized
CRSP CRISPR THERAPEUTICS AG 0.1%
Value ($000) $400 Shares 5,272 Est. Cost $93.38 Unrealized -6.4%
IJS ISHARES TR 0.1%
Value ($000) $399 Shares 3,816 Est. Cost $104.56 Unrealized
SPAB SPDR SER TR 0.1%
Value ($000) $388 Shares 13,113 Est. Cost $29.55 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $385 Shares 6,276 Est. Cost $51.16 Unrealized
SDY SPDR SER TR 0.1%
Value ($000) $384 Shares 2,974 Est. Cost $118.83 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value ($000) $381 Shares 17,350 Est. Cost $26.70 Unrealized
D DOMINION ENERGY INC 0.1%
Value ($000) $380 Shares 4,839 Est. Cost $62.54 Unrealized -0.6%
ENTG ENTEGRIS INC 0.1%
Value ($000) $376 Shares 2,712 Est. Cost $65.62 Unrealized +109.5%
KBWB INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $376 Shares 5,538 Est. Cost $62.56 Unrealized
CL COLGATE PALMOLIVE CO 0.1%
Value ($000) $375 Shares 4,391 Est. Cost $70.46 Unrealized +0.7%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $372 Shares 5,128 Est. Cost $55.20 Unrealized +6.5%
BMO BANK MONTREAL QUE 0.1%
Value ($000) $371 Shares 3,442 Est. Cost $59.03 Unrealized +53.5%
AVY AVERY DENNISON CORP 0.1%
Value ($000) $369 Shares 1,703 Est. Cost $110.15 Unrealized +80.6%
AVGO BROADCOM INC 0.1%
Value ($000) $365 Shares 548 Est. Cost $42.38 Unrealized +22.2%
PKW INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $363 Shares 3,761 Est. Cost $60.88 Unrealized
ABBNY ABB LTD 0.1%
Value ($000) $363 Shares 9,507 Est. Cost $28.29 Unrealized
PPL PPL CORP 0.1%
Value ($000) $363 Shares 12,078 Est. Cost $21.00 Unrealized +18.7%
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $361 Shares 871 Est. Cost $275.57 Unrealized +24.6%
LAZARD LTD 0.1%
Value ($000) $359 Shares 8,235 Est. Cost $42.90 Unrealized
RIET ETF SER SOLUTIONS 0.1%
Value ($000) $356 Shares 22,878 Est. Cost $15.56 Unrealized
VO VANGUARD INDEX FDS 0.1%
Value ($000) $355 Shares 1,395 Est. Cost $216.66 Unrealized
TOTL SSGA ACTIVE ETF TR 0.1%
Value ($000) $355 Shares 7,502 Est. Cost $49.02 Unrealized
NUE NUCOR CORP 0.1%
Value ($000) $352 Shares 3,081 Est. Cost $56.80 Unrealized +80.5%
IJK ISHARES TR 0.1%
Value ($000) $351 Shares 4,113 Est. Cost $104.90 Unrealized
GM GENERAL MTRS CO 0.1%
Value ($000) $351 Shares 5,980 Est. Cost $52.01 Unrealized +8.4%
CME CME GROUP INC 0.1%
Value ($000) $347 Shares 1,517 Est. Cost $184.82 Unrealized 0.0%
BOND PIMCO ETF TR 0.1%
Value ($000) $336 Shares 3,070 Est. Cost $105.69 Unrealized
ZM ZOOM VIDEO COMMUNICATIONS IN 0.1%
Value ($000) $334 Shares 1,816 Est. Cost $289.60 Unrealized -18.8%
DEO DIAGEO PLC 0.1%
Value ($000) $334 Shares 1,515 Est. Cost $135.40 Unrealized
EFAV ISHARES TR 0.1%
Value ($000) $332 Shares 4,321 Est. Cost $68.25 Unrealized
BLACKROCK INC 0.1%
Value ($000) $331 Shares 361 Est. Cost $722.83 Unrealized
SLQD ISHARES TR 0.1%
Value ($000) $329 Shares 6,438 Est. Cost $51.70 Unrealized
STIP ISHARES TR 0.1%
Value ($000) $328 Shares 3,095 Est. Cost $105.70 Unrealized
VDE VANGUARD WORLD FDS 0.1%
Value ($000) $324 Shares 4,175 Est. Cost $77.60 Unrealized
ESGU ISHARES TR 0.1%
Value ($000) $324 Shares 3,001 Est. Cost $101.08 Unrealized
FISV FISERV INC 0.1%
Value ($000) $321 Shares 3,090 Est. Cost $104.06 Unrealized -0.6%
BLACKROCK ENHANCED EQUITY DI 0.1%
Value ($000) $321 Shares 31,863 Est. Cost $8.55 Unrealized
VEA VANGUARD TAX-MANAGED INTL FD 0.1%
Value ($000) $318 Shares 6,234 Est. Cost $43.36 Unrealized
BLACKROCK SCIENCE & TECHNOLO 0.1%
Value ($000) $315 Shares 6,302 Est. Cost $40.78 Unrealized
DFJ WISDOMTREE TR 0.1%
Value ($000) $315 Shares 4,410 Est. Cost $76.28 Unrealized
EATON VANCE ENHANCED EQUITY 0.1%
Value ($000) $313 Shares 12,740 Est. Cost $16.89 Unrealized
PLD PROLOGIS INC. 0.1%
Value ($000) $312 Shares 1,854 Est. Cost $131.96 Unrealized 0.0%
IVW ISHARES TR 0.1%
Value ($000) $312 Shares 3,733 Est. Cost $103.19 Unrealized
DFAT DIMENSIONAL ETF TRUST 0.1%
Value ($000) $310 Shares 6,525 Est. Cost $44.83 Unrealized
JACOBS ENGR GROUP INC 0.1%
Value ($000) $310 Shares 2,225 Est. Cost $109.35 Unrealized
FENY FIDELITY COVINGTON TRUST 0.1%
Value ($000) $305 Shares 20,068 Est. Cost $20.13 Unrealized
IUSV ISHARES TR 0.1%
Value ($000) $305 Shares 3,996 Est. Cost $62.75 Unrealized
BNTX BIONTECH SE 0.1%
Value ($000) $303 Shares 1,176 Est. Cost $230.66 Unrealized
FCPI FIDELITY COVINGTON TRUST 0.1%
Value ($000) $301 Shares 8,877 Est. Cost $30.56 Unrealized
PACB PACIFIC BIOSCIENCES CALIF IN 0.1%
Value ($000) $300 Shares 14,653 Est. Cost $33.91 Unrealized -28.8%
XSD SPDR SER TR 0.1%
Value ($000) $298 Shares 1,225 Est. Cost $170.77 Unrealized
WTRG ESSENTIAL UTILS INC 0.1%
Value ($000) $297 Shares 5,535 Est. Cost $42.96 Unrealized +13.0%
IWB ISHARES TR 0.1%
Value ($000) $297 Shares 1,124 Est. Cost $241.53 Unrealized
TLT ISHARES TR 0.1%
Value ($000) $294 Shares 1,982 Est. Cost $145.17 Unrealized
ACWV ISHARES INC 0.1%
Value ($000) $294 Shares 2,717 Est. Cost $103.00 Unrealized
RSPM INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $288 Shares 1,598 Est. Cost $156.08 Unrealized
MKC MCCORMICK & CO INC 0.1%
Value ($000) $286 Shares 2,964 Est. Cost $80.71 Unrealized -3.7%
WISDOMTREE TR 0.1%
Value ($000) $284 Shares 11,324 Est. Cost $25.08 Unrealized
NSC NORFOLK SOUTHN CORP 0.1%
Value ($000) $283 Shares 951 Est. Cost $207.55 Unrealized +23.0%
INVITAE CORP 0.1%
Value ($000) $278 Shares 18,225 Est. Cost $21.01 Unrealized
IUSG ISHARES TR 0.1%
Value ($000) $278 Shares 2,404 Est. Cost $88.77 Unrealized
EXI ISHARES TR 0.1%
Value ($000) $277 Shares 2,240 Est. Cost $123.66 Unrealized
DFAS DIMENSIONAL ETF TRUST 0.1%
Value ($000) $276 Shares 4,596 Est. Cost $60.05 Unrealized
ISTB ISHARES TR 0.1%
Value ($000) $275 Shares 5,460 Est. Cost $51.36 Unrealized
IQLT ISHARES TR 0.1%
Value ($000) $275 Shares 6,987 Est. Cost $29.94 Unrealized
LQD ISHARES TR 0.1%
Value ($000) $274 Shares 2,068 Est. Cost $132.82 Unrealized
VTR VENTAS INC 0.1%
Value ($000) $270 Shares 5,273 Est. Cost $41.84 Unrealized +7.8%
DIAL COLUMBIA ETF TR I 0.1%
Value ($000) $269 Shares 12,604 Est. Cost $21.77 Unrealized
OLN OLIN CORP 0.1%
Value ($000) $267 Shares 4,650 Est. Cost $41.80 Unrealized +23.5%
A AGILENT TECHNOLOGIES INC 0.1%
Value ($000) $267 Shares 1,672 Est. Cost $132.25 Unrealized +14.5%
TDTF FLEXSHARES TR 0.1%
Value ($000) $266 Shares 9,487 Est. Cost $27.74 Unrealized
AMAT APPLIED MATLS INC 0.1%
Value ($000) $263 Shares 1,670 Est. Cost $139.59 Unrealized 0.0%
GSY INVESCO ACTIVELY MANAGED ETF 0.1%
Value ($000) $262 Shares 5,209 Est. Cost $50.30 Unrealized
AEM AGNICO EAGLE MINES LTD 0.1%
Value ($000) $261 Shares 4,914 Est. Cost $53.61 Unrealized -10.8%
NWN NORTHWEST NAT HLDG CO 0.1%
Value ($000) $259 Shares 5,318 Est. Cost $50.31 Unrealized -7.5%
BLACKROCK RES & COMMODITIES 0.1%
Value ($000) $258 Shares 27,607 Est. Cost $8.95 Unrealized
AIG AMERICAN INTL GROUP INC 0.1%
Value ($000) $256 Shares 4,508 Est. Cost $38.80 Unrealized +33.6%
QQQJ INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $255 Shares 7,595 Est. Cost $34.46 Unrealized
JPST J P MORGAN EXCHANGE-TRADED F 0.1%
Value ($000) $254 Shares 5,025 Est. Cost $50.76 Unrealized
KRE SPDR SER TR 0.1%
Value ($000) $253 Shares 3,567 Est. Cost $70.93 Unrealized
FCX FREEPORT-MCMORAN INC 0.1%
Value ($000) $253 Shares 6,061 Est. Cost $35.78 Unrealized 0.0%
ATO ATMOS ENERGY CORP 0.1%
Value ($000) $249 Shares 2,379 Est. Cost $85.46 Unrealized 0.0%
DHR DANAHER CORPORATION 0.1%
Value ($000) $247 Shares 752 Est. Cost $217.14 Unrealized +24.4%
MKL MARKEL CORP 0.1%
Value ($000) $246 Shares 199 Est. Cost $1002.53 Unrealized +25.9%
MRNA MODERNA INC 0.1%
Value ($000) $243 Shares 957 Est. Cost $192.73 Unrealized +51.7%
XLP SELECT SECTOR SPDR TR 0.1%
Value ($000) $239 Shares 3,106 Est. Cost $76.95 Unrealized
FHLC FIDELITY COVINGTON TRUST 0.1%
Value ($000) $239 Shares 3,476 Est. Cost $63.94 Unrealized
NOBL PROSHARES TR 0.1%
Value ($000) $239 Shares 2,431 Est. Cost $90.46 Unrealized
DRI DARDEN RESTAURANTS INC 0.1%
Value ($000) $239 Shares 1,585 Est. Cost $112.72 Unrealized +14.6%
UPWK UPWORK INC 0.1%
Value ($000) $237 Shares 6,950 Est. Cost $47.33 Unrealized -6.6%
JMST J P MORGAN EXCHANGE-TRADED F 0.1%
Value ($000) $236 Shares 4,617 Est. Cost $51.12 Unrealized
CABO CABLE ONE INC 0.1%
Value ($000) $235 Shares 133 Est. Cost $1654.24 Unrealized 0.0%
FVD FIRST TR VALUE LINE DIVID IN 0.1%
Value ($000) $234 Shares 5,428 Est. Cost $43.11 Unrealized
NUVEEN AMT FREE QLTY MUN INC 0.1%
Value ($000) $234 Shares 15,012 Est. Cost $14.79 Unrealized
ETF MANAGERS TR 0.1%
Value ($000) $233 Shares 18,669 Est. Cost $14.23 Unrealized
BBY BEST BUY INC 0.1%
Value ($000) $232 Shares 2,283 Est. Cost $92.00 Unrealized +2.0%
PHO INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $231 Shares 3,789 Est. Cost $39.75 Unrealized
ZTS ZOETIS INC 0.1%
Value ($000) $231 Shares 945 Est. Cost $210.50 Unrealized 0.0%
SMG SCOTTS MIRACLE-GRO CO 0.1%
Value ($000) $231 Shares 1,437 Est. Cost $125.65 Unrealized +3.6%
ITB ISHARES TR 0.1%
Value ($000) $230 Shares 2,778 Est. Cost $82.79 Unrealized
CLX CLOROX CO DEL 0.1%
Value ($000) $228 Shares 1,310 Est. Cost $145.62 Unrealized 0.0%
ARKK ARK ETF TR 0.1%
Value ($000) $228 Shares 2,411 Est. Cost $124.77 Unrealized
UPST UPSTART HLDGS INC 0.1%
Value ($000) $228 Shares 1,505 Est. Cost $217.50 Unrealized +14.9%
SPYG SPDR SER TR 0.1%
Value ($000) $227 Shares 3,139 Est. Cost $72.32 Unrealized
BOULDER GROWTH & INCOME FD I 0.1%
Value ($000) $226 Shares 15,933 Est. Cost $11.07 Unrealized
AMRC AMERESCO INC 0.1%
Value ($000) $226 Shares 2,775 Est. Cost $79.98 Unrealized 0.0%
AA ALCOA CORP 0.1%
Value ($000) $225 Shares 3,772 Est. Cost $47.93 Unrealized 0.0%
MS MORGAN STANLEY 0.1%
Value ($000) $224 Shares 2,284 Est. Cost $73.70 Unrealized +17.7%
VOOV VANGUARD ADMIRAL FDS INC 0.1%
Value ($000) $223 Shares 1,472 Est. Cost $151.49 Unrealized
WDAY WORKDAY INC 0.1%
Value ($000) $223 Shares 818 Est. Cost $277.65 Unrealized 0.0%
TEQI T ROWE PRICE ETF INC 0.1%
Value ($000) $222 Shares 6,146 Est. Cost $36.12 Unrealized
DOV DOVER CORP 0.1%
Value ($000) $222 Shares 1,220 Est. Cost $160.92 Unrealized 0.0%
SCHP SCHWAB STRATEGIC TR 0.1%
Value ($000) $220 Shares 3,500 Est. Cost $61.25 Unrealized
BIOHAVEN PHARMACTL HLDG CO L 0.1%
Value ($000) $220 Shares 1,600 Est. Cost $137.50 Unrealized
DFUS DIMENSIONAL ETF TRUST 0.1%
Value ($000) $219 Shares 4,241 Est. Cost $51.64 Unrealized
XLB SELECT SECTOR SPDR TR 0.1%
Value ($000) $216 Shares 2,379 Est. Cost $90.79 Unrealized
WHR WHIRLPOOL CORP 0.1%
Value ($000) $216 Shares 919 Est. Cost $219.62 Unrealized 0.0%
ARVN ARVINAS INC 0.1%
Value ($000) $216 Shares 2,625 Est. Cost $69.42 Unrealized +17.2%
IWD ISHARES TR 0.1%
Value ($000) $216 Shares 1,289 Est. Cost $167.57 Unrealized
GBX GREENBRIER COS INC 0.1%
Value ($000) $216 Shares 4,700 Est. Cost $38.41 Unrealized 0.0%
MUB ISHARES TR 0.1%
Value ($000) $215 Shares 1,845 Est. Cost $112.29 Unrealized
JAAA JANUS DETROIT STR TR 0.1%
Value ($000) $215 Shares 4,260 Est. Cost $50.47 Unrealized
AXP AMERICAN EXPRESS CO 0.1%
Value ($000) $213 Shares 1,303 Est. Cost $161.79 Unrealized 0.0%
AWK AMERICAN WTR WKS CO INC NEW 0.1%
Value ($000) $211 Shares 1,115 Est. Cost $160.41 Unrealized 0.0%
EQUITY COMWLTH 0.1%
Value ($000) $211 Shares 200 Est. Cost Unrealized
CFR CULLEN FROST BANKERS INC 0.1%
Value ($000) $211 Shares 4,700 Est. Cost Unrealized
HAS HASBRO INC 0.1%
Value ($000) $209 Shares 2,050 Est. Cost $80.69 Unrealized 0.0%
MRVL MARVELL TECHNOLOGY INC 0.1%
Value ($000) $207 Shares 2,361 Est. Cost $73.44 Unrealized 0.0%
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $205 Shares 954 Est. Cost $168.57 Unrealized 0.0%
IPO RENAISSANCE CAP GREENWICH FD 0.1%
Value ($000) $205 Shares 3,550 Est. Cost $64.55 Unrealized
UNILEVER PLC 0.1%
Value ($000) $202 Shares 3,747 Est. Cost $61.50 Unrealized
TFC TRUIST FINL CORP 0.1%
Value ($000) $202 Shares 3,444 Est. Cost $49.71 Unrealized 0.0%
DE DEERE & CO 0.1%
Value ($000) $200 Shares 584 Est. Cost $328.58 Unrealized 0.0%
ERIC ERICSSON 0.1%
Value ($000) $189 Shares 17,350 Est. Cost $10.71 Unrealized
LIBERTY ALL-STAR GROWTH FD I 0.0%
Value ($000) $169 Shares 18,793 Est. Cost $6.51 Unrealized
ROYCE GLOBAL VALUE TR INC 0.0%
Value ($000) $169 Shares 12,903 Est. Cost $14.96 Unrealized
BLACKROCK ENERGY & RES TR 0.0%
Value ($000) $164 Shares 17,300 Est. Cost $9.48 Unrealized
GABELLI EQUITY TR INC 0.0%
Value ($000) $152 Shares 21,165 Est. Cost $5.82 Unrealized
LILAK LIBERTY LATIN AMERICA LTD 0.0%
Value ($000) $145 Shares 12,741 Est. Cost $12.12 Unrealized 0.0%
AGI ALAMOS GOLD INC NEW 0.0%
Value ($000) $143 Shares 18,554 Est. Cost $8.01 Unrealized -6.5%
WESTERN ASSET HIGH INCOME FD 0.0%
Value ($000) $120 Shares 16,755 Est. Cost $6.66 Unrealized
NUVEEN PFD & INCM SECURTIES 0.0%
Value ($000) $114 Shares 11,774 Est. Cost $8.54 Unrealized
SACH SACHEM CAP CORP 0.0%
Value ($000) $109 Shares 18,663 Est. Cost $4.00 Unrealized
LIBERTY ALL STAR EQUITY FD 0.0%
Value ($000) $96 Shares 11,515 Est. Cost $7.23 Unrealized
VOYA EMERGING MKTS HIGH DIVI 0.0%
Value ($000) $85 Shares 12,000 Est. Cost $8.58 Unrealized
GAMCO GLOBAL GOLD NAT RES & 0.0%
Value ($000) $85 Shares 22,731 Est. Cost $3.52 Unrealized
JAPAN SMALLER CAPITALIZATION 0.0%
Value ($000) $79 Shares 10,000 Est. Cost $7.10 Unrealized
ABERDEEN ASIA-PACIFIC INCOME 0.0%
Value ($000) $69 Shares 18,048 Est. Cost $3.67 Unrealized
VIRTUS ALLIANZGI CONVERTIBLE 0.0%
Value ($000) $65 Shares 11,099 Est. Cost $5.64 Unrealized