Center for Financial Planning, Inc. Diversified Active

CIK: 0001803557 · Show all filings

Period: Q4 2020 (← Previous) (Next →)

Filing Date: Feb 9, 2021

Total Value ($000): $352,992 (100.0% shares, 0.0% debt)

Holdings (476)

VOO VANGUARD INDEX FDS 20.1%
Value ($000) $70,978 Shares 206,518 Est. Cost $300.31 Unrealized
IEFA ISHARES TR 15.5%
Value ($000) $54,719 Shares 791,994 Est. Cost $65.24 Unrealized
QUAL ISHARES TR 12.3%
Value ($000) $43,502 Shares 374,340 Est. Cost $100.71 Unrealized
VBR VANGUARD INDEX FDS 10.9%
Value ($000) $38,420 Shares 270,166 Est. Cost $137.07 Unrealized
VB VANGUARD INDEX FDS 5.7%
Value ($000) $20,004 Shares 102,755 Est. Cost $153.68 Unrealized
VXUS VANGUARD STAR FDS 2.0%
Value ($000) $7,005 Shares 116,435 Est. Cost $44.00 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 1.9%
Value ($000) $6,608 Shares 19 Est. Cost $325723.70 Unrealized +1.5%
MSFT MICROSOFT CORP 1.8%
Value ($000) $6,519 Shares 29,309 Est. Cost $141.02 Unrealized +46.1%
BRK/B BERKSHIRE HATHAWAY INC DEL 1.1%
Value ($000) $3,712 Shares 16,007 Est. Cost $208.26 Unrealized +5.7%
VWO VANGUARD INTL EQUITY INDEX F 1.0%
Value ($000) $3,624 Shares 72,330 Est. Cost $41.79 Unrealized
AAPL APPLE INC 1.0%
Value ($000) $3,446 Shares 25,972 Est. Cost $95.38 Unrealized +22.7%
AMZN AMAZON COM INC 0.8%
Value ($000) $2,837 Shares 871 Est. Cost $91.79 Unrealized +73.9%
PG PROCTER AND GAMBLE CO 0.8%
Value ($000) $2,670 Shares 19,189 Est. Cost $105.24 Unrealized +17.0%
NEE NEXTERA ENERGY INC 0.7%
Value ($000) $2,466 Shares 31,963 Est. Cost $61.69 Unrealized +6.4%
JPM JPMORGAN CHASE & CO 0.6%
Value ($000) $2,215 Shares 17,432 Est. Cost $106.92 Unrealized -8.2%
VUG VANGUARD INDEX FDS 0.6%
Value ($000) $2,146 Shares 8,471 Est. Cost $190.50 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.6%
Value ($000) $2,012 Shares 4,319 Est. Cost $298.40 Unrealized +55.0%
JNJ JOHNSON & JOHNSON 0.6%
Value ($000) $1,955 Shares 12,423 Est. Cost $114.10 Unrealized +11.8%
GOOG ALPHABET INC 0.5%
Value ($000) $1,808 Shares 1,032 Est. Cost $64.05 Unrealized +30.7%
AGG ISHARES TR 0.5%
Value ($000) $1,759 Shares 14,879 Est. Cost $112.37 Unrealized
RJF RAYMOND JAMES FINL INC 0.5%
Value ($000) $1,651 Shares 17,254 Est. Cost $52.47 Unrealized +1.2%
PEP PEPSICO INC 0.5%
Value ($000) $1,599 Shares 10,780 Est. Cost $112.77 Unrealized +7.5%
ABT ABBOTT LABS 0.4%
Value ($000) $1,528 Shares 13,956 Est. Cost $75.30 Unrealized +31.8%
MMM 3M CO 0.4%
Value ($000) $1,528 Shares 8,742 Est. Cost $111.76 Unrealized +5.2%
CRM SALESFORCE COM INC 0.4%
Value ($000) $1,502 Shares 6,750 Est. Cost $156.85 Unrealized +53.2%
VGT VANGUARD WORLD FDS 0.4%
Value ($000) $1,458 Shares 4,120 Est. Cost $244.22 Unrealized
KO COCA COLA CO 0.4%
Value ($000) $1,333 Shares 24,314 Est. Cost $44.53 Unrealized -0.6%
CVX CHEVRON CORP NEW 0.4%
Value ($000) $1,301 Shares 15,407 Est. Cost $89.27 Unrealized -27.2%
IJH ISHARES TR 0.4%
Value ($000) $1,293 Shares 5,626 Est. Cost $194.46 Unrealized
SYK STRYKER CORPORATION 0.4%
Value ($000) $1,276 Shares 5,207 Est. Cost $194.05 Unrealized +10.6%
CL COLGATE PALMOLIVE CO 0.4%
Value ($000) $1,270 Shares 14,848 Est. Cost $59.11 Unrealized +24.2%
CACC CREDIT ACCEP CORP MICH 0.4%
Value ($000) $1,270 Shares 3,670 Est. Cost $440.56 Unrealized -25.9%
VTI VANGUARD INDEX FDS 0.4%
Value ($000) $1,265 Shares 6,498 Est. Cost $163.59 Unrealized
VTV VANGUARD INDEX FDS 0.3%
Value ($000) $1,181 Shares 9,925 Est. Cost $109.80 Unrealized
ABBV ABBVIE INC 0.3%
Value ($000) $1,165 Shares 10,875 Est. Cost $64.67 Unrealized +22.1%
MRK MERCK & CO. INC 0.3%
Value ($000) $1,104 Shares 13,496 Est. Cost $67.45 Unrealized -3.9%
AXP AMERICAN EXPRESS CO 0.3%
Value ($000) $1,056 Shares 8,732 Est. Cost $110.13 Unrealized -5.7%
AMT AMERICAN TOWER CORP NEW 0.3%
Value ($000) $1,029 Shares 4,583 Est. Cost $183.82 Unrealized +8.6%
ITW ILLINOIS TOOL WKS INC 0.3%
Value ($000) $1,025 Shares 5,028 Est. Cost $146.31 Unrealized +23.7%
UNP UNION PAC CORP 0.3%
Value ($000) $1,024 Shares 4,916 Est. Cost $150.84 Unrealized +18.0%
VV VANGUARD INDEX FDS 0.3%
Value ($000) $986 Shares 5,608 Est. Cost $148.10 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.3%
Value ($000) $946 Shares 16,102 Est. Cost $42.72 Unrealized +3.0%
EFAV ISHARES TR 0.3%
Value ($000) $946 Shares 12,892 Est. Cost $68.34 Unrealized
CERNER CORP 0.3%
Value ($000) $942 Shares 12,000 Est. Cost $73.36 Unrealized
MCD MCDONALDS CORP 0.2%
Value ($000) $868 Shares 4,046 Est. Cost $171.90 Unrealized +12.4%
VSS VANGUARD INTL EQUITY INDEX F 0.2%
Value ($000) $844 Shares 6,928 Est. Cost $91.97 Unrealized
TSLA TESLA INC 0.2%
Value ($000) $822 Shares 1,165 Est. Cost $100.55 Unrealized +69.7%
MCK MCKESSON CORP 0.2%
Value ($000) $792 Shares 4,555 Est. Cost $135.52 Unrealized +19.1%
IWN ISHARES TR 0.2%
Value ($000) $778 Shares 5,906 Est. Cost $92.11 Unrealized
IWM ISHARES TR 0.2%
Value ($000) $777 Shares 3,964 Est. Cost $162.68 Unrealized
GIS GENERAL MLS INC 0.2%
Value ($000) $746 Shares 12,690 Est. Cost $42.80 Unrealized +18.8%
SPY SPDR S&P 500 ETF TR 0.2%
Value ($000) $718 Shares 1,921 Est. Cost $278.32 Unrealized
IWR ISHARES TR 0.2%
Value ($000) $712 Shares 10,382 Est. Cost $57.16 Unrealized
F FORD MTR CO DEL 0.2%
Value ($000) $698 Shares 79,451 Est. Cost $6.63 Unrealized -4.2%
IJR ISHARES TR 0.2%
Value ($000) $684 Shares 7,438 Est. Cost $59.10 Unrealized
HD HOME DEPOT INC 0.2%
Value ($000) $681 Shares 2,563 Est. Cost $196.30 Unrealized +23.5%
DHR DANAHER CORPORATION 0.2%
Value ($000) $671 Shares 3,021 Est. Cost $123.18 Unrealized +59.1%
EMR EMERSON ELEC CO 0.2%
Value ($000) $669 Shares 8,319 Est. Cost $62.82 Unrealized +6.4%
DIS DISNEY WALT CO 0.2%
Value ($000) $665 Shares 3,669 Est. Cost $135.49 Unrealized +3.5%
MSI MOTOROLA SOLUTIONS INC 0.2%
Value ($000) $644 Shares 3,786 Est. Cost $152.12 Unrealized +3.4%
ZBH ZIMMER BIOMET HOLDINGS INC 0.2%
Value ($000) $633 Shares 4,110 Est. Cost $131.26 Unrealized +3.1%
CSCO CISCO SYS INC 0.2%
Value ($000) $633 Shares 14,156 Est. Cost $38.41 Unrealized -8.2%
OMC OMNICOM GROUP INC 0.2%
Value ($000) $630 Shares 10,102 Est. Cost $62.52 Unrealized -23.9%
T AT&T INC 0.2%
Value ($000) $614 Shares 21,353 Est. Cost $18.63 Unrealized -17.4%
VO VANGUARD INDEX FDS 0.2%
Value ($000) $594 Shares 2,874 Est. Cost $132.14 Unrealized
PFE PFIZER INC 0.2%
Value ($000) $591 Shares 16,054 Est. Cost $26.67 Unrealized +7.4%
SWK STANLEY BLACK & DECKER INC 0.2%
Value ($000) $558 Shares 3,123 Est. Cost $128.41 Unrealized +16.8%
SPGI S&P GLOBAL INC 0.2%
Value ($000) $549 Shares 1,671 Est. Cost $246.86 Unrealized +30.9%
DTE DTE ENERGY CO 0.2%
Value ($000) $536 Shares 4,418 Est. Cost $87.53 Unrealized +1.4%
VBK VANGUARD INDEX FDS 0.1%
Value ($000) $524 Shares 1,959 Est. Cost $151.55 Unrealized
IJS ISHARES TR 0.1%
Value ($000) $513 Shares 6,306 Est. Cost $90.66 Unrealized
XOM EXXON MOBIL CORP 0.1%
Value ($000) $508 Shares 12,319 Est. Cost $51.86 Unrealized -41.5%
IWO ISHARES TR 0.1%
Value ($000) $477 Shares 1,663 Est. Cost $166.41 Unrealized
VEA VANGUARD TAX-MANAGED INTL FD 0.1%
Value ($000) $468 Shares 9,923 Est. Cost $43.75 Unrealized
DAN DANA INC 0.1%
Value ($000) $468 Shares 24,000 Est. Cost $14.55 Unrealized +1.2%
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $465 Shares 2,762 Est. Cost $92.52 Unrealized +48.0%
NFLX NETFLIX INC 0.1%
Value ($000) $406 Shares 751 Est. Cost $32.65 Unrealized +55.3%
APD AIR PRODS & CHEMS INC 0.1%
Value ($000) $389 Shares 1,422 Est. Cost $198.80 Unrealized +24.5%
DOV DOVER CORP 0.1%
Value ($000) $388 Shares 3,076 Est. Cost $98.38 Unrealized +12.9%
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $385 Shares 1,099 Est. Cost $251.91 Unrealized +22.3%
EFV ISHARES TR 0.1%
Value ($000) $384 Shares 8,132 Est. Cost $35.67 Unrealized
IVV ISHARES TR 0.1%
Value ($000) $384 Shares 1,023 Est. Cost $323.56 Unrealized
ETN EATON CORP PLC 0.1%
Value ($000) $367 Shares 3,051 Est. Cost $82.46 Unrealized +26.0%
AON AON PLC 0.1%
Value ($000) $360 Shares 1,706 Est. Cost $178.56 Unrealized +10.1%
EFA ISHARES TR 0.1%
Value ($000) $352 Shares 4,824 Est. Cost $69.44 Unrealized
BA BOEING CO 0.1%
Value ($000) $348 Shares 1,627 Est. Cost $351.04 Unrealized -45.2%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value ($000) $347 Shares 2,757 Est. Cost $99.75 Unrealized -6.4%
AMGN AMGEN INC 0.1%
Value ($000) $338 Shares 1,471 Est. Cost $187.36 Unrealized +4.8%
USB US BANCORP DEL 0.1%
Value ($000) $332 Shares 7,118 Est. Cost $44.13 Unrealized -23.3%
CMCSA COMCAST CORP NEW 0.1%
Value ($000) $331 Shares 6,313 Est. Cost $37.97 Unrealized +9.7%
PGR PROGRESSIVE CORP 0.1%
Value ($000) $322 Shares 3,260 Est. Cost $59.46 Unrealized +35.6%
VDE VANGUARD WORLD FDS 0.1%
Value ($000) $320 Shares 6,170 Est. Cost $40.32 Unrealized
AVGO BROADCOM INC 0.1%
Value ($000) $306 Shares 698 Est. Cost $25.02 Unrealized +39.1%
MDT MEDTRONIC PLC 0.1%
Value ($000) $302 Shares 2,576 Est. Cost $92.73 Unrealized +2.5%
GOOGL ALPHABET INC 0.1%
Value ($000) $300 Shares 171 Est. Cost $66.41 Unrealized +25.7%
HBAN HUNTINGTON BANCSHARES INC 0.1%
Value ($000) $298 Shares 23,631 Est. Cost $10.97 Unrealized -17.8%
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $297 Shares 4,782 Est. Cost $45.24 Unrealized +10.6%
ROK ROCKWELL AUTOMATION INC 0.1%
Value ($000) $296 Shares 1,182 Est. Cost $166.41 Unrealized +34.6%
WMT WALMART INC 0.1%
Value ($000) $269 Shares 1,864 Est. Cost $36.25 Unrealized +24.8%
EL LAUDER ESTEE COS INC 0.1%
Value ($000) $266 Shares 1,000 Est. Cost $165.88 Unrealized +34.8%
ES EVERSOURCE ENERGY 0.1%
Value ($000) $264 Shares 3,047 Est. Cost $66.48 Unrealized +10.0%
IHS MARKIT LTD 0.1%
Value ($000) $264 Shares 2,935 Est. Cost $82.88 Unrealized
V VISA INC 0.1%
Value ($000) $258 Shares 1,178 Est. Cost $175.77 Unrealized +12.2%
TT TRANE TECHNOLOGIES PLC 0.1%
Value ($000) $253 Shares 1,741 Est. Cost $80.88 Unrealized +59.9%
QQQ INVESCO QQQ TR 0.1%
Value ($000) $252 Shares 802 Est. Cost $212.61 Unrealized
IYR ISHARES TR 0.1%
Value ($000) $242 Shares 2,825 Est. Cost $93.20 Unrealized
HSIC HENRY SCHEIN INC 0.1%
Value ($000) $228 Shares 3,406 Est. Cost $66.14 Unrealized -2.5%
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $227 Shares 870 Est. Cost $174.89 Unrealized +27.5%
RTX RAYTHEON TECHNOLOGIES CORP 0.1%
Value ($000) $215 Shares 3,002 Est. Cost $54.55 Unrealized +7.1%
NSC NORFOLK SOUTHN CORP 0.1%
Value ($000) $214 Shares 900 Est. Cost $165.56 Unrealized +23.7%
EQIX EQUINIX INC 0.1%
Value ($000) $214 Shares 300 Est. Cost $610.76 Unrealized +10.5%
HON HONEYWELL INTL INC 0.1%
Value ($000) $213 Shares 1,003 Est. Cost $142.86 Unrealized +14.6%
KANSAS CITY SOUTHERN 0.1%
Value ($000) $211 Shares 1,033 Est. Cost $149.60 Unrealized
NXPI NXP SEMICONDUCTORS N V 0.1%
Value ($000) $209 Shares 1,317 Est. Cost $91.51 Unrealized +47.3%
TJX TJX COS INC NEW 0.1%
Value ($000) $202 Shares 2,954 Est. Cost $48.50 Unrealized +16.4%
KEYS KEYSIGHT TECHNOLOGIES INC 0.1%
Value ($000) $198 Shares 1,500 Est. Cost $115.14 Unrealized 0.0%
BDX BECTON DICKINSON & CO 0.1%
Value ($000) $193 Shares 772 Est. Cost $222.67 Unrealized -3.6%
ICE INTERCONTINENTAL EXCHANGE IN 0.1%
Value ($000) $192 Shares 1,667 Est. Cost $85.15 Unrealized +14.1%
IQV IQVIA HLDGS INC 0.1%
Value ($000) $190 Shares 1,063 Est. Cost $135.72 Unrealized +24.2%
VMBS VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $181 Shares 3,351 Est. Cost $53.84 Unrealized
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $180 Shares 508 Est. Cost $325.54 Unrealized -2.0%
CME CME GROUP INC 0.1%
Value ($000) $178 Shares 977 Est. Cost $158.94 Unrealized -12.9%
MO ALTRIA GROUP INC 0.1%
Value ($000) $177 Shares 4,326 Est. Cost $28.79 Unrealized -7.3%
IWF ISHARES TR 0.0%
Value ($000) $176 Shares 731 Est. Cost $166.94 Unrealized
IYW ISHARES TR 0.0%
Value ($000) $165 Shares 1,944 Est. Cost $121.78 Unrealized
TXN TEXAS INSTRS INC 0.0%
Value ($000) $163 Shares 994 Est. Cost $103.41 Unrealized +30.2%
SO SOUTHERN CO 0.0%
Value ($000) $163 Shares 2,660 Est. Cost $49.50 Unrealized +0.0%
MDLZ MONDELEZ INTL INC 0.0%
Value ($000) $161 Shares 2,749 Est. Cost $45.89 Unrealized +9.3%
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $159 Shares 1,732 Est. Cost $71.81 Unrealized +5.4%
PPG PPG INDS INC 0.0%
Value ($000) $158 Shares 1,098 Est. Cost $112.51 Unrealized +12.0%
RMAX RE MAX HLDGS INC 0.0%
Value ($000) $157 Shares 4,325 Est. Cost $30.57 Unrealized +0.2%
ALL ALLSTATE CORP 0.0%
Value ($000) $157 Shares 1,431 Est. Cost $86.39 Unrealized +0.3%
PSA PUBLIC STORAGE 0.0%
Value ($000) $147 Shares 636 Est. Cost $169.71 Unrealized +8.2%
CB CHUBB LIMITED 0.0%
Value ($000) $146 Shares 947 Est. Cost $132.29 Unrealized -1.7%
BBY BEST BUY INC 0.0%
Value ($000) $144 Shares 1,442 Est. Cost $64.60 Unrealized +39.2%
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $142 Shares 1,555 Est. Cost $79.61 Unrealized +4.2%
ENR ENERGIZER HLDGS INC NEW 0.0%
Value ($000) $136 Shares 3,228 Est. Cost $36.52 Unrealized -5.8%
SYF SYNCHRONY FINANCIAL 0.0%
Value ($000) $130 Shares 3,745 Est. Cost $17.45 Unrealized +53.2%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $120 Shares 1,445 Est. Cost $60.01 Unrealized +0.6%
VOE VANGUARD INDEX FDS 0.0%
Value ($000) $119 Shares 1,001 Est. Cost $119.23 Unrealized
ELV ANTHEM INC 0.0%
Value ($000) $112 Shares 349 Est. Cost $252.75 Unrealized +13.2%
VYM VANGUARD WHITEHALL FDS 0.0%
Value ($000) $111 Shares 1,213 Est. Cost $93.62 Unrealized
EGP EASTGROUP PPTYS INC 0.0%
Value ($000) $110 Shares 800 Est. Cost $132.50 Unrealized
IDXX IDEXX LABS INC 0.0%
Value ($000) $110 Shares 221 Est. Cost $262.69 Unrealized +70.3%
HEI HEICO CORP NEW 0.0%
Value ($000) $109 Shares 821 Est. Cost $123.07 Unrealized -0.9%
LHX L3HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $109 Shares 578 Est. Cost $170.78 Unrealized -3.5%
MPC MARATHON PETE CORP 0.0%
Value ($000) $108 Shares 2,608 Est. Cost $46.15 Unrealized -32.2%
CLX CLOROX CO DEL 0.0%
Value ($000) $106 Shares 523 Est. Cost $124.55 Unrealized +41.6%
PIONEER NAT RES CO 0.0%
Value ($000) $101 Shares 890 Est. Cost $151.28 Unrealized
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $98 Shares 2,603 Est. Cost $17.13 Unrealized +97.4%
LSTR LANDSTAR SYS INC 0.0%
Value ($000) $97 Shares 723 Est. Cost $112.51 Unrealized
ORCL ORACLE CORP 0.0%
Value ($000) $94 Shares 1,455 Est. Cost $50.44 Unrealized +10.1%
OTIS OTIS WORLDWIDE CORP 0.0%
Value ($000) $93 Shares 1,375 Est. Cost $47.48 Unrealized +26.5%
DIA SPDR DOW JONES INDL AVERAGE 0.0%
Value ($000) $91 Shares 297 Est. Cost $291.34 Unrealized
USRT ISHARES TR 0.0%
Value ($000) $90 Shares 1,850 Est. Cost $43.24 Unrealized
VFQY VANGUARD WELLINGTON FD 0.0%
Value ($000) $90 Shares 900 Est. Cost $63.57 Unrealized
IWY ISHARES TR 0.0%
Value ($000) $89 Shares 672 Est. Cost $97.47 Unrealized
COST COSTCO WHSL CORP NEW 0.0%
Value ($000) $87 Shares 230 Est. Cost $272.37 Unrealized +27.5%
OGE OGE ENERGY CORP 0.0%
Value ($000) $87 Shares 2,738 Est. Cost $43.20 Unrealized -25.2%
TGT TARGET CORP 0.0%
Value ($000) $84 Shares 477 Est. Cost $100.73 Unrealized +43.8%
SCHF SCHWAB STRATEGIC TR 0.0%
Value ($000) $82 Shares 2,264 Est. Cost $33.55 Unrealized
LMBS FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $81 Shares 1,575 Est. Cost $51.43 Unrealized
WDFC WD-40 CO 0.0%
Value ($000) $80 Shares 300 Est. Cost $174.18 Unrealized +28.1%
IEMG ISHARES INC 0.0%
Value ($000) $80 Shares 1,288 Est. Cost $53.48 Unrealized
INTC INTEL CORP 0.0%
Value ($000) $78 Shares 1,560 Est. Cost $49.01 Unrealized -10.2%
II-VI INC 0.0%
Value ($000) $76 Shares 1,000 Est. Cost $34.00 Unrealized
RUN SUNRUN INC 0.0%
Value ($000) $76 Shares 1,100 Est. Cost $62.08 Unrealized 0.0%
MBWM MERCANTILE BANK CORP 0.0%
Value ($000) $76 Shares 2,784 Est. Cost $27.83 Unrealized -29.1%
SCHR SCHWAB STRATEGIC TR 0.0%
Value ($000) $76 Shares 1,300 Est. Cost $54.76 Unrealized
DVY ISHARES TR 0.0%
Value ($000) $74 Shares 765 Est. Cost $105.88 Unrealized
BEEM BEAM GLOBAL 0.0%
Value ($000) $74 Shares 1,000 Est. Cost $12.58 Unrealized +120.3%
MCO MOODYS CORP 0.0%
Value ($000) $73 Shares 250 Est. Cost $211.12 Unrealized +26.9%
GDX VANECK VECTORS ETF TR 0.0%
Value ($000) $72 Shares 2,000 Est. Cost $36.50 Unrealized
D DOMINION ENERGY INC 0.0%
Value ($000) $71 Shares 950 Est. Cost $62.41 Unrealized +1.6%
QCOM QUALCOMM INC 0.0%
Value ($000) $71 Shares 465 Est. Cost $91.75 Unrealized +35.9%
PPL PPL CORP 0.0%
Value ($000) $70 Shares 2,498 Est. Cost $25.91 Unrealized -10.6%
NVS NOVARTIS AG 0.0%
Value ($000) $69 Shares 732 Est. Cost $93.43 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.0%
Value ($000) $69 Shares 3,547 Est. Cost $28.19 Unrealized
CVS CVS HEALTH CORP 0.0%
Value ($000) $69 Shares 1,005 Est. Cost $57.74 Unrealized -4.4%
C CITIGROUP INC 0.0%
Value ($000) $68 Shares 1,095 Est. Cost $54.32 Unrealized -22.0%
GNTX GENTEX CORP 0.0%
Value ($000) $68 Shares 2,000 Est. Cost $28.16 Unrealized +9.5%
CACI CACI INTL INC 0.0%
Value ($000) $67 Shares 270 Est. Cost $232.34 Unrealized -0.9%
CMA COMERICA INC 0.0%
Value ($000) $66 Shares 1,182 Est. Cost $50.64 Unrealized -24.3%
AJG GALLAGHER ARTHUR J & CO 0.0%
Value ($000) $66 Shares 535 Est. Cost $85.88 Unrealized +25.4%
VNQ VANGUARD INDEX FDS 0.0%
Value ($000) $64 Shares 758 Est. Cost $77.81 Unrealized
META FACEBOOK INC 0.0%
Value ($000) $63 Shares 232 Est. Cost $196.14 Unrealized +38.8%
XJEQX ABERDEEN JAPAN EQUITY FD INC 0.0%
Value ($000) $63 Shares 6,645 Est. Cost $9.48 Unrealized
SDY SPDR SER TR 0.0%
Value ($000) $62 Shares 587 Est. Cost $84.25 Unrealized
VHT VANGUARD WORLD FDS 0.0%
Value ($000) $60 Shares 268 Est. Cost $192.92 Unrealized
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $60 Shares 400 Est. Cost $155.87 Unrealized -16.2%
XLU SELECT SECTOR SPDR TR 0.0%
Value ($000) $58 Shares 918 Est. Cost $57.45 Unrealized
FE FIRSTENERGY CORP 0.0%
Value ($000) $57 Shares 1,859 Est. Cost $37.07 Unrealized -34.6%
IJJ ISHARES TR 0.0%
Value ($000) $57 Shares 660 Est. Cost $134.26 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $55 Shares 941 Est. Cost $53.47 Unrealized
CSX CSX CORP 0.0%
Value ($000) $54 Shares 600 Est. Cost $21.76 Unrealized +23.2%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $54 Shares 305 Est. Cost $144.67 Unrealized +1.9%
EEM ISHARES TR 0.0%
Value ($000) $52 Shares 1,013 Est. Cost $36.89 Unrealized
VPU VANGUARD WORLD FDS 0.0%
Value ($000) $51 Shares 375 Est. Cost $136.00 Unrealized
ADM ARCHER DANIELS MIDLAND CO 0.0%
Value ($000) $50 Shares 984 Est. Cost $37.17 Unrealized +15.2%
MRNA MODERNA INC 0.0%
Value ($000) $49 Shares 466 Est. Cost $71.12 Unrealized +42.2%
CBU COMMUNITY BK SYS INC 0.0%
Value ($000) $49 Shares 780 Est. Cost $55.58 Unrealized -5.8%
AFL AFLAC INC 0.0%
Value ($000) $49 Shares 1,100 Est. Cost $45.85 Unrealized -20.8%
WIP SPDR SER TR 0.0%
Value ($000) $48 Shares 817 Est. Cost $55.08 Unrealized
MBB ISHARES TR 0.0%
Value ($000) $48 Shares 437 Est. Cost $107.88 Unrealized
ETF MANAGERS TR 0.0%
Value ($000) $47 Shares 700 Est. Cost $67.14 Unrealized
GOLD TRUST 0.0%
Value ($000) $47 Shares 2,600 Est. Cost $14.62 Unrealized
BABA ALIBABA GROUP HLDG LTD 0.0%
Value ($000) $47 Shares 200 Est. Cost $209.32 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED 0.0%
Value ($000) $46 Shares 91 Est. Cost $294.23 Unrealized +64.2%
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $46 Shares 652 Est. Cost $21.62 Unrealized +9.7%
CAT CATERPILLAR INC 0.0%
Value ($000) $46 Shares 250 Est. Cost $123.01 Unrealized +25.2%
EMLC VANECK VECTORS ETF TR 0.0%
Value ($000) $45 Shares 1,347 Est. Cost $34.15 Unrealized
OPEN OPENDOOR TECHNOLOGIES INC 0.0%
Value ($000) $45 Shares 2,000 Est. Cost $21.67 Unrealized 0.0%
LOW LOWES COS INC 0.0%
Value ($000) $44 Shares 273 Est. Cost $102.13 Unrealized +45.0%
RWX SPDR INDEX SHS FDS 0.0%
Value ($000) $43 Shares 1,256 Est. Cost $39.01 Unrealized
TCF FINL CORP 0.0%
Value ($000) $43 Shares 1,158 Est. Cost $46.63 Unrealized
NUANCE COMMUNICATIONS INC 0.0%
Value ($000) $42 Shares 950 Est. Cost $17.09 Unrealized
VXF VANGUARD INDEX FDS 0.0%
Value ($000) $41 Shares 248 Est. Cost $125.00 Unrealized
MAG SILVER CORP 0.0%
Value ($000) $41 Shares 2,000 Est. Cost $14.00 Unrealized
HSY HERSHEY CO 0.0%
Value ($000) $40 Shares 264 Est. Cost $127.69 Unrealized +2.6%
HAL HALLIBURTON CO 0.0%
Value ($000) $39 Shares 2,054 Est. Cost $9.78 Unrealized +44.9%
CMS CMS ENERGY CORP 0.0%
Value ($000) $39 Shares 636 Est. Cost $51.97 Unrealized +2.9%
GM GENERAL MTRS CO 0.0%
Value ($000) $38 Shares 913 Est. Cost $33.88 Unrealized +10.7%
VTRS VIATRIS INC 0.0%
Value ($000) $37 Shares 1,980 Est. Cost $13.33 Unrealized 0.0%
ADSK AUTODESK INC 0.0%
Value ($000) $37 Shares 120 Est. Cost $162.05 Unrealized +62.6%
PNC PNC FINL SVCS GROUP INC 0.0%
Value ($000) $37 Shares 250 Est. Cost $120.17 Unrealized -11.4%
KELLOGG CO 0.0%
Value ($000) $37 Shares 600 Est. Cost $48.55 Unrealized +3.0%
TWITTER INC 0.0%
Value ($000) $37 Shares 683 Est. Cost $32.21 Unrealized
MFC MANULIFE FINL CORP 0.0%
Value ($000) $37 Shares 2,074 Est. Cost $19.10 Unrealized -16.4%
EIX EDISON INTL 0.0%
Value ($000) $36 Shares 570 Est. Cost $53.69 Unrealized -10.9%
XSD SPDR SER TR 0.0%
Value ($000) $36 Shares 212 Est. Cost $169.81 Unrealized
SNA SNAP ON INC 0.0%
Value ($000) $36 Shares 210 Est. Cost $136.16 Unrealized +7.5%
XYL XYLEM INC 0.0%
Value ($000) $36 Shares 352 Est. Cost $72.41 Unrealized +22.4%
BNDX VANGUARD CHARLOTTE FDS 0.0%
Value ($000) $36 Shares 613 Est. Cost $56.77 Unrealized
O REALTY INCOME CORP 0.0%
Value ($000) $36 Shares 580 Est. Cost $53.80 Unrealized -15.3%
BAC BK OF AMERICA CORP 0.0%
Value ($000) $35 Shares 1,140 Est. Cost $25.29 Unrealized -6.5%
DOW DOW INC 0.0%
Value ($000) $35 Shares 623 Est. Cost $33.78 Unrealized +15.6%
LLY LILLY ELI & CO 0.0%
Value ($000) $34 Shares 200 Est. Cost $113.90 Unrealized +24.1%
VTEB VANGUARD MUN BD FDS 0.0%
Value ($000) $34 Shares 611 Est. Cost $54.12 Unrealized
MAGELLAN MIDSTREAM PRTNRS LP 0.0%
Value ($000) $34 Shares 800 Est. Cost $62.50 Unrealized
RGEN REPLIGEN CORP 0.0%
Value ($000) $34 Shares 175 Est. Cost $181.94 Unrealized 0.0%
BHP BHP GROUP LTD 0.0%
Value ($000) $33 Shares 500 Est. Cost $54.00 Unrealized
GENERAL ELECTRIC CO 0.0%
Value ($000) $32 Shares 2,960 Est. Cost $11.09 Unrealized
MA MASTERCARD INCORPORATED 0.0%
Value ($000) $32 Shares 89 Est. Cost $280.87 Unrealized +15.1%
MDY SPDR S&P MIDCAP 400 ETF TR 0.0%
Value ($000) $31 Shares 74 Est. Cost $418.92 Unrealized
SLACK TECHNOLOGIES INC 0.0%
Value ($000) $31 Shares 724 Est. Cost $26.67 Unrealized
FEZ SPDR INDEX SHS FDS 0.0%
Value ($000) $30 Shares 721 Est. Cost $40.22 Unrealized
BKF ISHARES INC 0.0%
Value ($000) $30 Shares 566 Est. Cost $45.94 Unrealized
NOW SERVICENOW INC 0.0%
Value ($000) $29 Shares 53 Est. Cost $52.68 Unrealized +97.4%
XILINX INC 0.0%
Value ($000) $28 Shares 200 Est. Cost $94.15 Unrealized
WELL WELLTOWER INC 0.0%
Value ($000) $28 Shares 433 Est. Cost $71.12 Unrealized -25.6%
DVA DAVITA INC 0.0%
Value ($000) $27 Shares 230 Est. Cost $66.33 Unrealized +53.6%
ZTS ZOETIS INC 0.0%
Value ($000) $27 Shares 163 Est. Cost $120.11 Unrealized +29.4%
SCHD SCHWAB STRATEGIC TR 0.0%
Value ($000) $26 Shares 404 Est. Cost $56.93 Unrealized
RWR SPDR SER TR 0.0%
Value ($000) $26 Shares 300 Est. Cost $101.67 Unrealized
FBIN FORTUNE BRANDS HOME & SEC IN 0.0%
Value ($000) $26 Shares 300 Est. Cost $48.33 Unrealized +39.5%
PYPL PAYPAL HLDGS INC 0.0%
Value ($000) $26 Shares 111 Est. Cost $103.97 Unrealized +98.8%
ACM AECOM 0.0%
Value ($000) $25 Shares 500 Est. Cost $39.85 Unrealized +15.3%
ALTG ALTA EQUIPMENT GROUP INC 0.0%
Value ($000) $25 Shares 2,500 Est. Cost $5.75 Unrealized +39.7%
FIS FIDELITY NATL INFORMATION SV 0.0%
Value ($000) $25 Shares 177 Est. Cost $120.35 Unrealized +5.9%
TOTAL SE 0.0%
Value ($000) $25 Shares 600 Est. Cost $54.99 Unrealized
WFC WELLS FARGO CO NEW 0.0%
Value ($000) $25 Shares 813 Est. Cost $44.70 Unrealized -48.5%
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $25 Shares 184 Est. Cost $110.71 Unrealized +4.7%
EXC EXELON CORP 0.0%
Value ($000) $25 Shares 589 Est. Cost $26.02 Unrealized -5.4%
IWD ISHARES TR 0.0%
Value ($000) $24 Shares 176 Est. Cost $136.36 Unrealized
GLW CORNING INC 0.0%
Value ($000) $24 Shares 670 Est. Cost $25.27 Unrealized +22.1%
ITA ISHARES TR 0.0%
Value ($000) $24 Shares 250 Est. Cost $96.00 Unrealized
LOB LIVE OAK BANCSHARES INC 0.0%
Value ($000) $24 Shares 500 Est. Cost $18.49 Unrealized +116.8%
TIFFANY & CO NEW 0.0%
Value ($000) $23 Shares 176 Est. Cost $136.36 Unrealized
FND FLOOR & DECOR HLDGS INC 0.0%
Value ($000) $23 Shares 250 Est. Cost $68.70 Unrealized +21.4%
BP BP PLC 0.0%
Value ($000) $23 Shares 1,110 Est. Cost $36.38 Unrealized
AZN ASTRAZENECA PLC 0.0%
Value ($000) $22 Shares 450 Est. Cost $49.49 Unrealized
DAL DELTA AIR LINES INC DEL 0.0%
Value ($000) $22 Shares 557 Est. Cost $50.84 Unrealized -30.4%
ENB ENBRIDGE INC 0.0%
Value ($000) $22 Shares 695 Est. Cost $24.86 Unrealized -12.7%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $22 Shares 1,000 Est. Cost $30.72 Unrealized -45.0%
DELL DELL TECHNOLOGIES INC 0.0%
Value ($000) $21 Shares 289 Est. Cost $30.84 Unrealized +3.5%
TMUS T-MOBILE US INC 0.0%
Value ($000) $21 Shares 156 Est. Cost $76.01 Unrealized +57.0%
WOR WORTHINGTON INDS INC 0.0%
Value ($000) $21 Shares 405 Est. Cost $21.71 Unrealized +43.4%
ZM ZOOM VIDEO COMMUNICATIONS IN 0.0%
Value ($000) $21 Shares 61 Est. Cost $98.68 Unrealized +351.8%
GW PHARMACEUTICALS PLC 0.0%
Value ($000) $21 Shares 183 Est. Cost $104.17 Unrealized
IYF ISHARES TR 0.0%
Value ($000) $21 Shares 310 Est. Cost $101.61 Unrealized
XLF SELECT SECTOR SPDR TR 0.0%
Value ($000) $21 Shares 705 Est. Cost $30.69 Unrealized
MKTX MARKETAXESS HLDGS INC 0.0%
Value ($000) $21 Shares 37 Est. Cost $343.80 Unrealized +49.3%
CI CIGNA CORP NEW 0.0%
Value ($000) $21 Shares 99 Est. Cost $170.55 Unrealized +5.2%
XLC SELECT SECTOR SPDR TR 0.0%
Value ($000) $20 Shares 290 Est. Cost $68.97 Unrealized
MCHI ISHARES TR 0.0%
Value ($000) $20 Shares 250 Est. Cost $64.00 Unrealized
ZS ZSCALER INC 0.0%
Value ($000) $20 Shares 100 Est. Cost $159.02 Unrealized 0.0%
TE CONNECTIVITY LTD 0.0%
Value ($000) $20 Shares 168 Est. Cost $95.24 Unrealized
LORDSTOWN MOTORS CORP 0.0%
Value ($000) $20 Shares 1,000 Est. Cost $20.00 Unrealized
SIRIUS XM HOLDINGS INC 0.0%
Value ($000) $19 Shares 3,000 Est. Cost $7.00 Unrealized
URI UNITED RENTALS INC 0.0%
Value ($000) $19 Shares 80 Est. Cost $204.61 Unrealized 0.0%
XHE SPDR SER TR 0.0%
Value ($000) $18 Shares 160 Est. Cost $112.50 Unrealized
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $18 Shares 253 Est. Cost $71.41 Unrealized -9.5%
MITK MITEK SYS INC 0.0%
Value ($000) $18 Shares 1,000 Est. Cost $13.83 Unrealized 0.0%
JACOBS ENGR GROUP INC 0.0%
Value ($000) $18 Shares 167 Est. Cost $83.83 Unrealized
SPSM SPDR SER TR 0.0%
Value ($000) $18 Shares 500 Est. Cost $36.00 Unrealized
AEM AGNICO EAGLE MINES LTD 0.0%
Value ($000) $18 Shares 250 Est. Cost $50.36 Unrealized +30.3%
ARKK ARK ETF TR 0.0%
Value ($000) $18 Shares 148 Est. Cost $121.62 Unrealized
NVDA NVIDIA CORPORATION 0.0%
Value ($000) $18 Shares 34 Est. Cost $5.18 Unrealized +157.9%
CHRW C H ROBINSON WORLDWIDE INC 0.0%
Value ($000) $18 Shares 197 Est. Cost $66.93 Unrealized +26.0%
BLACKROCK INC 0.0%
Value ($000) $18 Shares 25 Est. Cost $536.00 Unrealized
HPQ HP INC 0.0%
Value ($000) $17 Shares 695 Est. Cost $15.31 Unrealized +15.0%
VOD VODAFONE GROUP PLC NEW 0.0%
Value ($000) $17 Shares 1,021 Est. Cost $19.03 Unrealized
ISRG INTUITIVE SURGICAL INC 0.0%
Value ($000) $17 Shares 21 Est. Cost $187.24 Unrealized +32.6%
JNK SPDR SER TR 0.0%
Value ($000) $17 Shares 160 Est. Cost $104.33 Unrealized
UAA UNDER ARMOUR INC 0.0%
Value ($000) $17 Shares 1,000 Est. Cost $10.53 Unrealized +45.2%
FLAGSTAR BANCORP INC 0.0%
Value ($000) $17 Shares 428 Est. Cost $37.38 Unrealized
PBW INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $17 Shares 160 Est. Cost $31.25 Unrealized
JBL JABIL INC 0.0%
Value ($000) $17 Shares 410 Est. Cost $37.26 Unrealized -0.3%
CALAMOS STRATEGIC TOTL RETN 0.0%
Value ($000) $16 Shares 1,000 Est. Cost $10.00 Unrealized
WTRG ESSENTIAL UTILS INC 0.0%
Value ($000) $16 Shares 332 Est. Cost $47.18 Unrealized -5.9%
XLI SELECT SECTOR SPDR TR 0.0%
Value ($000) $15 Shares 165 Est. Cost $90.91 Unrealized
WESTROCK CO 0.0%
Value ($000) $15 Shares 345 Est. Cost $34.78 Unrealized
BRO BROWN & BROWN INC 0.0%
Value ($000) $15 Shares 308 Est. Cost $38.02 Unrealized +17.0%
VRTX VERTEX PHARMACEUTICALS INC 0.0%
Value ($000) $14 Shares 59 Est. Cost $245.61 Unrealized -6.6%
CTVA CORTEVA INC 0.0%
Value ($000) $14 Shares 370 Est. Cost $24.92 Unrealized +35.5%
XLY SELECT SECTOR SPDR TR 0.0%
Value ($000) $14 Shares 87 Est. Cost $160.92 Unrealized
CIIG MERGER CORP 0.0%
Value ($000) $14 Shares 500 Est. Cost $28.00 Unrealized
FNB F N B CORP 0.0%
Value ($000) $13 Shares 1,385 Est. Cost $9.60 Unrealized -27.0%
CREE INC 0.0%
Value ($000) $13 Shares 127 Est. Cost $45.20 Unrealized
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $13 Shares 18 Est. Cost $173.90 Unrealized +30.4%
SEAGATE TECHNOLOGY PLC 0.0%
Value ($000) $13 Shares 205 Est. Cost $58.25 Unrealized
IBB ISHARES TR 0.0%
Value ($000) $13 Shares 83 Est. Cost $156.63 Unrealized
XLV SELECT SECTOR SPDR TR 0.0%
Value ($000) $13 Shares 115 Est. Cost $113.04 Unrealized
FIAT CHRYSLER AUTOMOBILES N 0.0%
Value ($000) $13 Shares 700 Est. Cost $12.04 Unrealized
BIIB BIOGEN INC 0.0%
Value ($000) $13 Shares 52 Est. Cost $277.46 Unrealized -6.6%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $13 Shares 219 Est. Cost $55.39 Unrealized -10.9%
PLPC PREFORMED LINE PRODS CO 0.0%
Value ($000) $13 Shares 185 Est. Cost $62.29 Unrealized -7.0%
PH PARKER-HANNIFIN CORP 0.0%
Value ($000) $13 Shares 46 Est. Cost $177.66 Unrealized +30.2%
NUVEEN CR STRATEGIES INCOME 0.0%
Value ($000) $13 Shares 2,000 Est. Cost $5.50 Unrealized
SBUX STARBUCKS CORP 0.0%
Value ($000) $12 Shares 108 Est. Cost $72.14 Unrealized +18.0%
TEVA TEVA PHARMACEUTICAL INDS LTD 0.0%
Value ($000) $11 Shares 1,100 Est. Cost $10.00 Unrealized
MET METLIFE INC 0.0%
Value ($000) $11 Shares 237 Est. Cost $38.76 Unrealized -4.5%
RSP INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $11 Shares 87 Est. Cost $126.44 Unrealized
KRE SPDR SER TR 0.0%
Value ($000) $11 Shares 210 Est. Cost $52.38 Unrealized
XPO XPO LOGISTICS INC 0.0%
Value ($000) $11 Shares 95 Est. Cost $36.23 Unrealized 0.0%
CZWI CITIZENS CMNTY BANCORP INC M 0.0%
Value ($000) $11 Shares 1,000 Est. Cost $10.15 Unrealized -23.4%
AMD ADVANCED MICRO DEVICES INC 0.0%
Value ($000) $11 Shares 120 Est. Cost $53.02 Unrealized +62.8%
LULU LULULEMON ATHLETICA INC 0.0%
Value ($000) $10 Shares 30 Est. Cost $333.72 Unrealized +4.1%
TDOC TELADOC HEALTH INC 0.0%
Value ($000) $10 Shares 50 Est. Cost $203.34 Unrealized 0.0%
SPIB SPDR SER TR 0.0%
Value ($000) $10 Shares 259 Est. Cost $34.75 Unrealized
XLK SELECT SECTOR SPDR TR 0.0%
Value ($000) $10 Shares 75 Est. Cost $133.33 Unrealized
MNST MONSTER BEVERAGE CORP NEW 0.0%
Value ($000) $10 Shares 108 Est. Cost $29.37 Unrealized +43.0%
MAS MASCO CORP 0.0%
Value ($000) $10 Shares 180 Est. Cost $41.05 Unrealized +22.6%
CRNC CERENCE INC 0.0%
Value ($000) $10 Shares 100 Est. Cost $74.56 Unrealized 0.0%
ILMN ILLUMINA INC 0.0%
Value ($000) $10 Shares 28 Est. Cost $303.09 Unrealized +5.2%
BX BLACKSTONE GROUP INC 0.0%
Value ($000) $10 Shares 150 Est. Cost $48.82 Unrealized 0.0%
AXGN AXOGEN INC 0.0%
Value ($000) $9 Shares 500 Est. Cost $14.78 Unrealized -0.6%
ACTIVISION BLIZZARD INC 0.0%
Value ($000) $9 Shares 97 Est. Cost $61.86 Unrealized
FLRN SPDR SER TR 0.0%
Value ($000) $9 Shares 292 Est. Cost $30.82 Unrealized
VFH VANGUARD WORLD FDS 0.0%
Value ($000) $9 Shares 123 Est. Cost $53.61 Unrealized
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $9 Shares 60 Est. Cost $96.52 Unrealized +29.9%
SPIRIT AIRLS INC 0.0%
Value ($000) $9 Shares 350 Est. Cost $25.71 Unrealized
MAN MANPOWERGROUP INC 0.0%
Value ($000) $9 Shares 100 Est. Cost $82.21 Unrealized 0.0%
NFG NATIONAL FUEL GAS CO N J 0.0%
Value ($000) $8 Shares 200 Est. Cost $40.82 Unrealized +1.9%
CITRIX SYS INC 0.0%
Value ($000) $8 Shares 61 Est. Cost $114.75 Unrealized
NET CLOUDFLARE INC 0.0%
Value ($000) $8 Shares 100 Est. Cost $65.56 Unrealized 0.0%
IONS IONIS PHARMACEUTICALS INC 0.0%
Value ($000) $8 Shares 135 Est. Cost $59.58 Unrealized -16.4%
KNX KNIGHT-SWIFT TRANSN HLDGS IN 0.0%
Value ($000) $8 Shares 187 Est. Cost $34.46 Unrealized +11.8%
LPLA LPL FINL HLDGS INC 0.0%
Value ($000) $8 Shares 78 Est. Cost $82.47 Unrealized +9.0%
LANNET INC 0.0%
Value ($000) $8 Shares 1,250 Est. Cost $8.80 Unrealized
LNC LINCOLN NATL CORP IND 0.0%
Value ($000) $8 Shares 163 Est. Cost $43.69 Unrealized -24.7%
SUPERIOR INDS INTL INC 0.0%
Value ($000) $8 Shares 2,000 Est. Cost $3.50 Unrealized
ULTA ULTA BEAUTY INC 0.0%
Value ($000) $8 Shares 29 Est. Cost $244.35 Unrealized +3.5%
VIG VANGUARD SPECIALIZED FUNDS 0.0%
Value ($000) $8 Shares 57 Est. Cost $129.03 Unrealized
STZ CONSTELLATION BRANDS INC 0.0%
Value ($000) $8 Shares 35 Est. Cost $170.74 Unrealized +5.9%
VRSK VERISK ANALYTICS INC 0.0%
Value ($000) $8 Shares 38 Est. Cost $145.77 Unrealized +29.0%
HXL HEXCEL CORP NEW 0.0%
Value ($000) $8 Shares 160 Est. Cost $40.34 Unrealized +7.9%
HPE HEWLETT PACKARD ENTERPRISE C 0.0%
Value ($000) $8 Shares 695 Est. Cost $13.11 Unrealized -31.4%
AWK AMERICAN WTR WKS CO INC NEW 0.0%
Value ($000) $8 Shares 53 Est. Cost $108.00 Unrealized +29.0%
ALV AUTOLIV INC 0.0%
Value ($000) $8 Shares 82 Est. Cost $71.21 Unrealized +6.9%
OXY OCCIDENTAL PETE CORP 0.0%
Value ($000) $8 Shares 463 Est. Cost $36.00 Unrealized -64.1%
SU SUNCOR ENERGY INC NEW 0.0%
Value ($000) $7 Shares 400 Est. Cost $24.50 Unrealized -50.9%
ENVESTNET INC 0.0%
Value ($000) $7 Shares 88 Est. Cost $69.15 Unrealized
SCI SERVICE CORP INTL 0.0%
Value ($000) $7 Shares 149 Est. Cost $45.11 Unrealized +5.2%
WESTERN ASSET HIGH INCOME OP 0.0%
Value ($000) $7 Shares 1,500 Est. Cost $4.40 Unrealized
YUM YUM BRANDS INC 0.0%
Value ($000) $7 Shares 64 Est. Cost $83.88 Unrealized +10.6%
WY WEYERHAEUSER CO MTN BE 0.0%
Value ($000) $7 Shares 221 Est. Cost $23.11 Unrealized +6.0%
BLD TOPBUILD CORP 0.0%
Value ($000) $7 Shares 39 Est. Cost $104.04 Unrealized +70.1%
TEMPLETON EMERGING MKTS FD 0.0%
Value ($000) $7 Shares 370 Est. Cost $16.49 Unrealized
DISCOVER FINL SVCS 0.0%
Value ($000) $7 Shares 78 Est. Cost $89.74 Unrealized
BR BROADRIDGE FINL SOLUTIONS IN 0.0%
Value ($000) $7 Shares 48 Est. Cost $105.30 Unrealized +26.4%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $6 Shares 23 Est. Cost $187.49 Unrealized +5.1%
SPG SIMON PPTY GROUP INC NEW 0.0%
Value ($000) $6 Shares 76 Est. Cost $106.50 Unrealized -45.9%
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $6 Shares 41 Est. Cost $119.29 Unrealized -3.1%
FV FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $6 Shares 147 Est. Cost $34.01 Unrealized
LI LI AUTO INC 0.0%
Value ($000) $6 Shares 225 Est. Cost $26.67 Unrealized
CNC CENTENE CORP DEL 0.0%
Value ($000) $6 Shares 106 Est. Cost $54.25 Unrealized +17.1%
CCI CROWN CASTLE INTL CORP NEW 0.0%
Value ($000) $6 Shares 35 Est. Cost $117.88 Unrealized +8.4%
XPEV XPENG INC 0.0%
Value ($000) $6 Shares 150 Est. Cost $40.00 Unrealized
LIBERTY MEDIA CORP DEL 0.0%
Value ($000) $6 Shares 132 Est. Cost $49.65 Unrealized
NIO NIO INC 0.0%
Value ($000) $6 Shares 130 Est. Cost $46.15 Unrealized
IWV ISHARES TR 0.0%
Value ($000) $6 Shares 26 Est. Cost $192.31 Unrealized
CHTR CHARTER COMMUNICATIONS INC N 0.0%
Value ($000) $5 Shares 7 Est. Cost $460.22 Unrealized +38.3%
SNY SANOFI 0.0%
Value ($000) $5 Shares 100 Est. Cost $50.50 Unrealized
LBRDK LIBERTY BROADBAND CORP 0.0%
Value ($000) $5 Shares 31 Est. Cost $109.04 Unrealized +30.6%
COP CONOCOPHILLIPS 0.0%
Value ($000) $5 Shares 114 Est. Cost $46.85 Unrealized -34.4%
CALAMOS CONV OPPORTUNITIES & 0.0%
Value ($000) $5 Shares 400 Est. Cost $12.50 Unrealized
PFG PRINCIPAL FINANCIAL GROUP IN 0.0%
Value ($000) $5 Shares 100 Est. Cost $43.18 Unrealized -12.1%
ORLY OREILLY AUTOMOTIVE INC 0.0%
Value ($000) $5 Shares 10 Est. Cost $26.83 Unrealized +12.5%
AME AMETEK INC 0.0%
Value ($000) $5 Shares 43 Est. Cost $88.69 Unrealized +22.8%
AIG AMERICAN INTL GROUP INC 0.0%
Value ($000) $4 Shares 105 Est. Cost $41.86 Unrealized -25.4%
ALLEGHANY CORP DEL 0.0%
Value ($000) $4 Shares 7 Est. Cost $857.14 Unrealized
HILLENBRAND INC 0.0%
Value ($000) $4 Shares 95 Est. Cost $21.77 Unrealized
SJM SMUCKER J M CO 0.0%
Value ($000) $4 Shares 34 Est. Cost $87.59 Unrealized +12.1%
DLB DOLBY LABORATORIES INC 0.0%
Value ($000) $4 Shares 45 Est. Cost $60.42 Unrealized +26.5%
DRAFTKINGS INC 0.0%
Value ($000) $4 Shares 80 Est. Cost $50.00 Unrealized
SCHW SCHWAB CHARLES CORP 0.0%
Value ($000) $4 Shares 81 Est. Cost $42.34 Unrealized 0.0%
EATON VANCE MUNI INCOME TRUS 0.0%
Value ($000) $4 Shares 315 Est. Cost $12.70 Unrealized
GLD SPDR GOLD TR 0.0%
Value ($000) $4 Shares 25 Est. Cost $160.00 Unrealized
VELODYNE LIDAR INC 0.0%
Value ($000) $4 Shares 175 Est. Cost $22.86 Unrealized
XLP SELECT SECTOR SPDR TR 0.0%
Value ($000) $4 Shares 60 Est. Cost $66.67 Unrealized
WAT WATERS CORP 0.0%
Value ($000) $4 Shares 15 Est. Cost $214.85 Unrealized +5.5%
KHC KRAFT HEINZ CO 0.0%
Value ($000) $4 Shares 104 Est. Cost $22.63 Unrealized +12.9%
CTAS CINTAS CORP 0.0%
Value ($000) $4 Shares 11 Est. Cost $61.91 Unrealized +33.4%
TFC TRUIST FINL CORP 0.0%
Value ($000) $3 Shares 71 Est. Cost $36.99 Unrealized -3.6%
DISCOVERY INC 0.0%
Value ($000) $3 Shares 120 Est. Cost $33.33 Unrealized
HYG ISHARES TR 0.0%
Value ($000) $3 Shares 38 Est. Cost $80.00 Unrealized
ICLR ICON PLC 0.0%
Value ($000) $3 Shares 16 Est. Cost $154.22 Unrealized +26.8%
CHKP CHECK POINT SOFTWARE TECH LT 0.0%
Value ($000) $3 Shares 25 Est. Cost $109.22 Unrealized +11.9%
MKL MARKEL CORP 0.0%
Value ($000) $3 Shares 3 Est. Cost $1141.56 Unrealized -12.7%
SYY SYSCO CORP 0.0%
Value ($000) $3 Shares 36 Est. Cost $68.51 Unrealized -12.4%
DDS DILLARDS INC 0.0%
Value ($000) $3 Shares 41 Est. Cost $53.95 Unrealized -29.9%
ROYAL DUTCH SHELL PLC 0.0%
Value ($000) $3 Shares 80 Est. Cost $62.50 Unrealized
DDOG DATADOG INC 0.0%
Value ($000) $3 Shares 29 Est. Cost $35.97 Unrealized +177.4%
TSCO TRACTOR SUPPLY CO 0.0%
Value ($000) $3 Shares 20 Est. Cost $26.36 Unrealized -2.3%
LDOS LEIDOS HOLDINGS INC 0.0%
Value ($000) $3 Shares 29 Est. Cost $81.14 Unrealized +10.4%
WRB BERKLEY W R CORP 0.0%
Value ($000) $3 Shares 42 Est. Cost $26.99 Unrealized -5.3%
ATHERSYS INC NEW 0.0%
Value ($000) $3 Shares 1,742 Est. Cost $1.15 Unrealized
URA GLOBAL X FDS 0.0%
Value ($000) $3 Shares 200 Est. Cost $10.00 Unrealized
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $3 Shares 36 Est. Cost $67.37 Unrealized -16.4%
POST POST HLDGS INC 0.0%
Value ($000) $3 Shares 30 Est. Cost $66.00 Unrealized -6.4%
RGA REINSURANCE GRP OF AMERICA I 0.0%
Value ($000) $3 Shares 24 Est. Cost $161.78 Unrealized -31.0%
PIMCO CORPORATE & INCM STRG 0.0%
Value ($000) $3 Shares 173 Est. Cost $17.34 Unrealized
PCG PG&E CORP 0.0%
Value ($000) $2 Shares 200 Est. Cost $8.47 Unrealized +32.0%
VLO VALERO ENERGY CORP 0.0%
Value ($000) $2 Shares 38 Est. Cost $73.62 Unrealized -44.9%
LIBERTY MEDIA CORP DEL 0.0%
Value ($000) $2 Shares 35 Est. Cost $50.00 Unrealized
CRESTWOOD EQUITY PARTNERS LP 0.0%
Value ($000) $2 Shares 87 Est. Cost $34.48 Unrealized
LBRDA LIBERTY BROADBAND CORP 0.0%
Value ($000) $2 Shares 10 Est. Cost $108.52 Unrealized +30.2%
COHEN & STEERS QUALITY INCOM 0.0%
Value ($000) $2 Shares 130 Est. Cost $15.38 Unrealized
ADNT ADIENT PLC 0.0%
Value ($000) $2 Shares 50 Est. Cost $22.18 Unrealized +27.1%
WAB WABTEC 0.0%
Value ($000) $2 Shares 21 Est. Cost $71.36 Unrealized -6.9%
MAT MATTEL INC 0.0%
Value ($000) $2 Shares 97 Est. Cost $11.86 Unrealized +24.2%
IEV ISHARES TR 0.0%
Value ($000) $2 Shares 50 Est. Cost $40.00 Unrealized
SOHU SOHU COM LTD 0.0%
Value ($000) $2 Shares 100 Est. Cost $10.00 Unrealized
GGG GRACO INC 0.0%
Value ($000) $2 Shares 33 Est. Cost $44.16 Unrealized +42.0%
AURORA CANNABIS INC 0.0%
Value ($000) $2 Shares 208 Est. Cost $14.42 Unrealized
PERSPECTA INC 0.0%
Value ($000) $1 Shares 29 Est. Cost $34.48 Unrealized
TRI CONTL CORP 0.0%
Value ($000) $1 Shares 21 Est. Cost $47.62 Unrealized
SPH SUBURBAN PROPANE PARTNERS L 0.0%
Value ($000) $1 Shares 43 Est. Cost $23.26 Unrealized
FOXA FOX CORP 0.0%
Value ($000) $1 Shares 36 Est. Cost $25.10 Unrealized +4.3%
SITE CTRS CORP 0.0%
Value ($000) $1 Shares 125 Est. Cost $16.00 Unrealized
UBER UBER TECHNOLOGIES INC 0.0%
Value ($000) $1 Shares 10 Est. Cost $29.67 Unrealized +51.1%
MNKD MANNKIND CORP 0.0%
Value ($000) $1 Shares 174 Est. Cost $1.28 Unrealized +105.0%
LIBERTY MEDIA CORP DEL 0.0%
Value ($000) $1 Shares 20 Est. Cost $50.00 Unrealized
XTN SPDR SER TR 0.0%
Value ($000) $1 Shares 16 Est. Cost $62.50 Unrealized
EPC EDGEWELL PERS CARE CO 0.0%
Value ($000) $1 Shares 32 Est. Cost $29.43 Unrealized +0.7%
KODK EASTMAN KODAK CO 0.0%
Value ($000) $1 Shares 150 Est. Cost $7.81 Unrealized +6.6%
DXC DXC TECHNOLOGY CO 0.0%
Value ($000) $1 Shares 27 Est. Cost $31.87 Unrealized -33.0%
NAT NORDIC AMERICAN TANKERS LIMI 0.0%
Value ($000) $1 Shares 250 Est. Cost $4.74 Unrealized -31.1%
WTW WILLIS TOWERS WATSON PLC LTD 0.0%
Value ($000) $1 Shares 3 Est. Cost $177.99 Unrealized +7.9%
ALC ALCON AG 0.0%
Value ($000) $1 Shares 20 Est. Cost $56.56 Unrealized +9.0%
DISCOVERY INC 0.0%
Value ($000) $1 Shares 40 Est. Cost $19.35 Unrealized
TDC TERADATA CORP DEL 0.0%
Value ($000) $1 Shares 64 Est. Cost $27.81 Unrealized -22.9%
VC VISTEON CORP 0.0%
Value ($000) $0 Shares 1 Est. Cost $88.64 Unrealized +18.3%
TRANSENTERIX INC 0.0%
Value ($000) $0 Shares 16 Est. Cost Unrealized
USPH U S PHYSICAL THERAPY INC 0.0%
Value ($000) $0 Shares 1 Est. Cost $124.51 Unrealized -19.0%
LIBERTY MEDIA CORP DEL 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
LIBERTY MEDIA CORP DEL 0.0%
Value ($000) $0 Shares 10 Est. Cost Unrealized
DOCUMENT SEC SYS INC 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
LIBERTY MEDIA CORP DEL 0.0%
Value ($000) $0 Shares 14 Est. Cost Unrealized
RIG TRANSOCEAN LTD 0.0%
Value ($000) $0 Shares 130 Est. Cost $5.15 Unrealized -71.5%
RETAIL VALUE INC 0.0%
Value ($000) $0 Shares 12 Est. Cost Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $0 Shares 7 Est. Cost $87.36 Unrealized -45.1%
OXY/WS OCCIDENTAL PETE CORP 0.0%
Value ($000) $0 Shares 57 Est. Cost Unrealized
GAP GAP INC 0.0%
Value ($000) $0 Shares 10 Est. Cost $13.84 Unrealized +25.1%
BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $0 Shares 110 Est. Cost Unrealized