RMR Wealth Builders Diversified Active

CIK: 0001803848 · Show all filings

Period: Q4 2019 (Next →)

Filing Date: Mar 3, 2020

Total Value ($000): $103,807 (100.0% shares, 0.0% debt)

Holdings (424)

MSFT MICROSOFT CORP 6.4%
Value ($000) $6,675 Shares 42,327 Est. Cost $139.23 Unrealized 0.0%
AMZN AMAZON.COM INC 4.0%
Value ($000) $4,143 Shares 2,242 Est. Cost $88.51 Unrealized 0.0%
IWF ISHARES RUSSELL 1000 GROWTH ETF 3.5%
Value ($000) $3,608 Shares 20,511 Est. Cost $175.91 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 3.1%
Value ($000) $3,245 Shares 23,779 Est. Cost $136.46 Unrealized
EFA ISHARES MSCI EAFE ETF 2.6%
Value ($000) $2,727 Shares 39,266 Est. Cost $69.45 Unrealized
JPM JPMORGAN CHASE & CO COM USD1.00 2.6%
Value ($000) $2,671 Shares 19,163 Est. Cost $108.67 Unrealized 0.0%
HD HOME DEPOT INC COM 2.1%
Value ($000) $2,208 Shares 10,109 Est. Cost $194.99 Unrealized 0.0%
IJH ISHARES CORE S&P MID-CAP ETF 2.1%
Value ($000) $2,177 Shares 10,577 Est. Cost $205.82 Unrealized
AVGO BROADCOM INC COM 2.0%
Value ($000) $2,075 Shares 6,565 Est. Cost $25.89 Unrealized 0.0%
CNOB CONNECTONE BANCORP INC NEW COM 2.0%
Value ($000) $2,025 Shares 78,750 Est. Cost $20.67 Unrealized 0.0%
VZ VERIZON COMMUNICATIONS 1.8%
Value ($000) $1,842 Shares 30,007 Est. Cost $42.79 Unrealized 0.0%
IWM ISHARES RUSSELL 2000 ETF 1.8%
Value ($000) $1,828 Shares 11,034 Est. Cost $165.67 Unrealized
MA MASTERCARD INC CL A 1.7%
Value ($000) $1,737 Shares 5,819 Est. Cost $272.58 Unrealized 0.0%
HUM HUMANA INC 1.5%
Value ($000) $1,602 Shares 4,371 Est. Cost $300.46 Unrealized 0.0%
CME CME GROUP INC COM 1.5%
Value ($000) $1,597 Shares 7,958 Est. Cost $162.02 Unrealized 0.0%
SHV ISHARES TR SHORT TREAS BD 1.4%
Value ($000) $1,448 Shares 13,105 Est. Cost $110.49 Unrealized
BA BOEING CO COM USD5.00 1.4%
Value ($000) $1,404 Shares 4,309 Est. Cost $351.04 Unrealized 0.0%
PNC PNC FINANCIAL SERVICES GROUP COM USD5 1.3%
Value ($000) $1,394 Shares 8,733 Est. Cost $120.17 Unrealized 0.0%
V VISA INC COM CL A 1.3%
Value ($000) $1,374 Shares 7,312 Est. Cost $172.55 Unrealized 0.0%
AAPL APPLE INC COM USD0.00001 1.2%
Value ($000) $1,237 Shares 4,213 Est. Cost $62.02 Unrealized 0.0%
KO COCA COLA CO 1.2%
Value ($000) $1,224 Shares 22,109 Est. Cost $44.51 Unrealized 0.0%
META FACEBOOK INC-CLASS A 1.2%
Value ($000) $1,197 Shares 5,830 Est. Cost $192.35 Unrealized 0.0%
COF CAPITAL ONE FINANCIAL CORP COM USD0.01 1.1%
Value ($000) $1,183 Shares 11,492 Est. Cost $86.78 Unrealized 0.0%
MRSH MARSH &MCLENNAN COMPANIES INC COM USD1.00 1.1%
Value ($000) $1,164 Shares 10,445 Est. Cost $95.06 Unrealized 0.0%
WFC WELLS FARGO CO NEW COM 1.1%
Value ($000) $1,102 Shares 20,489 Est. Cost $44.70 Unrealized 0.0%
DIS DISNEY WALT CO 1.1%
Value ($000) $1,092 Shares 7,552 Est. Cost $135.71 Unrealized 0.0%
CI CIGNA CORP NEW COM 1.0%
Value ($000) $1,021 Shares 4,993 Est. Cost $167.70 Unrealized 0.0%
ISRG INTUITIVE SURGICAL INC COM NEW 0.9%
Value ($000) $909 Shares 1,537 Est. Cost $187.24 Unrealized 0.0%
GOOG ALPHABET INC CAP STK CL C 0.8%
Value ($000) $837 Shares 626 Est. Cost $64.05 Unrealized 0.0%
ENB ENBRIDGE INC COM ISIN #CA29250N1050 SEDOL #2466149 0.8%
Value ($000) $828 Shares 20,813 Est. Cost $24.85 Unrealized 0.0%
SPY SPDR S&P500 ETF TRUST TRUST UNIT DEPOSITARY RECEIPT 0.7%
Value ($000) $772 Shares 2,400 Est. Cost $321.67 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 0.7%
Value ($000) $765 Shares 2,037 Est. Cost $375.55 Unrealized
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.7%
Value ($000) $764 Shares 6,800 Est. Cost $112.35 Unrealized
ZTS ZOETIS INC COM USD0.01 CL A 0.7%
Value ($000) $740 Shares 5,595 Est. Cost $118.09 Unrealized 0.0%
QQQ INVESCO QQQ TR UNIT SER 1 0.7%
Value ($000) $739 Shares 3,474 Est. Cost $212.72 Unrealized
CB CHUBB LIMITED COM NPV ISIN #CH0044328745 0.7%
Value ($000) $718 Shares 4,613 Est. Cost $138.44 Unrealized 0.0%
ICE INTERCONTINENTAL EXCHANGE INC COM USD0.01 0.7%
Value ($000) $713 Shares 7,707 Est. Cost $85.74 Unrealized 0.0%
CRM SALESFORCE.COM INC COM USD0.001 0.6%
Value ($000) $632 Shares 3,888 Est. Cost $154.88 Unrealized 0.0%
DD DUPONT DE NEMOURS INC COM 0.6%
Value ($000) $598 Shares 9,320 Est. Cost $24.51 Unrealized 0.0%
COST COSTCO WHOLESALE CORP COM USD0.01 0.6%
Value ($000) $579 Shares 1,970 Est. Cost $271.52 Unrealized 0.0%
TXN TEXAS INSTRUMENTS INC COM USD1.00 0.5%
Value ($000) $562 Shares 4,383 Est. Cost $103.75 Unrealized 0.0%
BLACKROCK INC COM USD0.01 0.5%
Value ($000) $561 Shares 1,116 Est. Cost $502.69 Unrealized
CSGP COSTAR GROUP INC COM 0.5%
Value ($000) $560 Shares 936 Est. Cost $58.38 Unrealized 0.0%
EW EDWARDS LIFESCIENCES CORP 0.5%
Value ($000) $558 Shares 2,392 Est. Cost $78.09 Unrealized 0.0%
NKE NIKE INC CLASS B COM NPV 0.5%
Value ($000) $538 Shares 5,310 Est. Cost $86.82 Unrealized 0.0%
CVX CHEVRON CORP NEW COM 0.5%
Value ($000) $535 Shares 4,443 Est. Cost $89.68 Unrealized 0.0%
XOM EXXON MOBIL CORP 0.5%
Value ($000) $502 Shares 7,200 Est. Cost $52.07 Unrealized 0.0%
ROYAL DUTCH SHELL PLC SPON ADR B 0.4%
Value ($000) $465 Shares 7,761 Est. Cost $59.91 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC COM 0.4%
Value ($000) $453 Shares 541 Est. Cost $16.05 Unrealized 0.0%
LULU LULULEMON ATHLETICA INC COM USD0.005 0.4%
Value ($000) $435 Shares 1,877 Est. Cost $213.14 Unrealized 0.0%
CSCO CISCO SYS INC COM 0.4%
Value ($000) $430 Shares 8,961 Est. Cost $38.56 Unrealized 0.0%
AMT AMERICAN TOWER CORP COM USD0.01 0.4%
Value ($000) $425 Shares 1,848 Est. Cost $183.82 Unrealized 0.0%
ASML ASML HOLDING NV EUR0.09 NY REGISTRY SHS 2012 0.4%
Value ($000) $410 Shares 1,385 Est. Cost $296.03 Unrealized
GM GENERAL MTRS CO COM 0.4%
Value ($000) $399 Shares 10,907 Est. Cost $34.37 Unrealized 0.0%
JCI JOHNSON CONTROLS INTERNATIONAL PLC COM USD1.00 0.4%
Value ($000) $397 Shares 9,745 Est. Cost $37.10 Unrealized 0.0%
SLB SCHLUMBERGER LIMITED COM USD0.01 0.4%
Value ($000) $386 Shares 9,600 Est. Cost $30.72 Unrealized 0.0%
ABT ABBOTT LABORATORIES 0.4%
Value ($000) $382 Shares 4,396 Est. Cost $75.30 Unrealized 0.0%
LOW LOWES COMPANIES INC COM USD0.50 0.4%
Value ($000) $378 Shares 3,155 Est. Cost $102.36 Unrealized 0.0%
PYPL PAYPAL HLDGS INC COM 0.4%
Value ($000) $369 Shares 3,412 Est. Cost $103.97 Unrealized 0.0%
PM PHILIP MORRIS INTERNATIONAL INC COM NPV 0.4%
Value ($000) $366 Shares 4,305 Est. Cost $60.01 Unrealized 0.0%
BSX BOSTON SCIENTIFIC CORP 0.3%
Value ($000) $361 Shares 7,978 Est. Cost $41.84 Unrealized 0.0%
EA ELECTRONIC ARTS 0.3%
Value ($000) $354 Shares 3,297 Est. Cost $96.52 Unrealized 0.0%
SHW SHERWIN WILLIAMS CO 0.3%
Value ($000) $350 Shares 599 Est. Cost $180.64 Unrealized 0.0%
PEG PUBLIC SVC ENTERPRISE GRP INC COM 0.3%
Value ($000) $343 Shares 5,801 Est. Cost $49.14 Unrealized 0.0%
BRK/A BERKSHIRE HATHAWAY INC DEL CL A FRMLY COMMON 0.3%
Value ($000) $340 Shares 1 Est. Cost $325723.70 Unrealized 0.0%
NFLX NETFLIX COM INC COM 0.3%
Value ($000) $327 Shares 1,010 Est. Cost $29.65 Unrealized 0.0%
NVDA NVIDIA CORP 0.3%
Value ($000) $321 Shares 1,365 Est. Cost $5.18 Unrealized 0.0%
DOW DOW INC COM 0.3%
Value ($000) $312 Shares 5,696 Est. Cost $36.70 Unrealized 0.0%
MCD MCDONALDS CORP 0.3%
Value ($000) $310 Shares 1,568 Est. Cost $171.93 Unrealized 0.0%
NOW SERVICENOW INC COM USD0.001 0.3%
Value ($000) $309 Shares 1,093 Est. Cost $52.68 Unrealized 0.0%
BNDX VANGUARD CHARLOTTE TOTAL INTL BD INDEX FD ETF 0.3%
Value ($000) $305 Shares 5,396 Est. Cost $56.52 Unrealized
TSCO TRACTOR SUPPLY CO 0.3%
Value ($000) $305 Shares 3,268 Est. Cost $17.23 Unrealized 0.0%
GOOGL ALPHABET INC CAP STK CL A 0.3%
Value ($000) $305 Shares 228 Est. Cost $64.02 Unrealized 0.0%
MKTX MARKETAXESS HLDGS INC COM 0.3%
Value ($000) $304 Shares 801 Est. Cost $343.80 Unrealized 0.0%
CSX CSX CORP COM USD1 0.3%
Value ($000) $290 Shares 4,013 Est. Cost $21.78 Unrealized 0.0%
PIMCO DYNAMIC INCOME FD COM USD0.00001 0.3%
Value ($000) $288 Shares 8,872 Est. Cost $32.46 Unrealized
TIP ISHARES TIPS BOND ETF 0.3%
Value ($000) $285 Shares 2,445 Est. Cost $116.56 Unrealized
DXCM DEXCOM INC 0.3%
Value ($000) $284 Shares 1,300 Est. Cost $47.43 Unrealized 0.0%
MELI MERCADOLIBRE INC COM USD0.001 0.3%
Value ($000) $283 Shares 495 Est. Cost $553.43 Unrealized 0.0%
MDLZ MONDELEZ INTL INC COM NPV 0.3%
Value ($000) $281 Shares 5,110 Est. Cost $45.89 Unrealized 0.0%
SCHW THE CHARLES SCHWAB CORPORATION COM 0.3%
Value ($000) $281 Shares 5,912 Est. Cost $40.49 Unrealized 0.0%
GWRE GUIDEWIRE SOFTWARE INC COM USD0.0001 0.3%
Value ($000) $278 Shares 2,537 Est. Cost $111.86 Unrealized 0.0%
ELV ANTHEM INC COM 0.3%
Value ($000) $271 Shares 898 Est. Cost $253.23 Unrealized 0.0%
HON HONEYWELL INTERNATIONAL INC COM USD1 0.3%
Value ($000) $271 Shares 1,533 Est. Cost $143.91 Unrealized 0.0%
BAC BANK OF AMERICA CORP 0.3%
Value ($000) $270 Shares 7,660 Est. Cost $27.79 Unrealized 0.0%
CGNX COGNEX CORP COM 0.3%
Value ($000) $269 Shares 4,803 Est. Cost $48.62 Unrealized 0.0%
VWO VANGUARD INTL EQUITY INDEX FUND INC FTSE EMERGING MARKETS ETF 0.3%
Value ($000) $267 Shares 6,006 Est. Cost $44.46 Unrealized
ACN ACCENTURE PLC CLS A USD0.0000225 0.3%
Value ($000) $260 Shares 1,237 Est. Cost $178.42 Unrealized 0.0%
ORLY OREILLY AUTOMOTIVE INC NEW USD0.01 0.2%
Value ($000) $258 Shares 588 Est. Cost $28.61 Unrealized 0.0%
T AT&T INC COM USD1 0.2%
Value ($000) $257 Shares 6,579 Est. Cost $18.86 Unrealized 0.0%
INTU INTUIT COM 0.2%
Value ($000) $256 Shares 977 Est. Cost $251.45 Unrealized 0.0%
FAST FASTENAL COM STK USD0.01 0.2%
Value ($000) $255 Shares 6,908 Est. Cost $15.30 Unrealized 0.0%
TRU TRANSUNION COM 0.2%
Value ($000) $252 Shares 2,947 Est. Cost $80.90 Unrealized 0.0%
ADBE ADOBE INC COM 0.2%
Value ($000) $251 Shares 761 Est. Cost $294.23 Unrealized 0.0%
SPG SIMON PPTY GRP INC 0.2%
Value ($000) $248 Shares 1,665 Est. Cost $106.50 Unrealized 0.0%
MO ALTRIA GROUP INC 0.2%
Value ($000) $246 Shares 4,923 Est. Cost $28.79 Unrealized 0.0%
SHY ISHARES TRUST 1-3 YEAR TREASURY BOND ETF 0.2%
Value ($000) $245 Shares 2,900 Est. Cost $84.48 Unrealized
DUNKIN BRANDS GROUP INC COM USD0.001 0.2%
Value ($000) $241 Shares 3,194 Est. Cost $75.45 Unrealized
C CITIGROUP INC COM NEW 0.2%
Value ($000) $233 Shares 2,912 Est. Cost $59.26 Unrealized 0.0%
MPWR MONOLITHIC PWR SYS INC COM 0.2%
Value ($000) $231 Shares 1,297 Est. Cost $152.39 Unrealized 0.0%
NEE NEXTERA ENERGY INC COM USD0.01 0.2%
Value ($000) $230 Shares 951 Est. Cost $50.17 Unrealized 0.0%
APD AIR PRODUCTS & CHEM 0.2%
Value ($000) $228 Shares 970 Est. Cost $194.15 Unrealized 0.0%
MCHP MICROCHIP TECHNOLOGY COM USD0.001 0.2%
Value ($000) $221 Shares 2,112 Est. Cost $42.98 Unrealized 0.0%
IEX IDEX CORP COM USD0.01 0.2%
Value ($000) $218 Shares 1,268 Est. Cost $150.29 Unrealized 0.0%
FRCB FIRST REPUBLIC BANK SAN FRANCISCO COM USD0.01 0.2%
Value ($000) $218 Shares 1,853 Est. Cost $105.74 Unrealized 0.0%
FIS FIDELITY NATL INFORMATION SERVICES COM USD0.01 0.2%
Value ($000) $215 Shares 1,545 Est. Cost $118.59 Unrealized 0.0%
VMC VULCAN MATERIALS CO 0.2%
Value ($000) $209 Shares 1,451 Est. Cost $135.83 Unrealized 0.0%
NUVEEN NEW JERSEY QULT MUN FD COM 0.2%
Value ($000) $209 Shares 14,233 Est. Cost $14.68 Unrealized
GS GOLDMAN SACHS GROUP INC COM USD0.01 0.2%
Value ($000) $207 Shares 901 Est. Cost $187.49 Unrealized 0.0%
KEYS KEYSIGHT TECHNOLOGIES INC COM USD0.01 WD 0.2%
Value ($000) $207 Shares 2,016 Est. Cost $102.35 Unrealized 0.0%
MAXIM INTEGRATED PRODUCTS COM USD0.001 0.2%
Value ($000) $205 Shares 3,340 Est. Cost $61.38 Unrealized
ULTA ULTA BEAUTY INC COM 0.2%
Value ($000) $204 Shares 807 Est. Cost $244.35 Unrealized 0.0%
XYZ SQUARE INC CL A 0.2%
Value ($000) $201 Shares 3,214 Est. Cost $63.90 Unrealized 0.0%
CHTR CHARTER COMMUNICATIONS INC NEW CL A 0.2%
Value ($000) $199 Shares 411 Est. Cost $460.22 Unrealized 0.0%
LHX L3HARRIS TECHNOLOGIES INC COM 0.2%
Value ($000) $194 Shares 978 Est. Cost $177.58 Unrealized 0.0%
LABORATORY CORP AMER HLDGS COM USD0.1 0.2%
Value ($000) $189 Shares 1,120 Est. Cost $168.75 Unrealized
CMCSA COMCAST CORP NEW CL A 0.2%
Value ($000) $187 Shares 41,711 Est. Cost $37.86 Unrealized 0.0%
PANW PALO ALTO NETWORKS INC COM USD0.0001 0.2%
Value ($000) $186 Shares 803 Est. Cost $37.82 Unrealized 0.0%
PSX PHILLIPS 66 COM 0.2%
Value ($000) $185 Shares 1,665 Est. Cost $87.36 Unrealized 0.0%
BABA ALIBABA GROUP HOLDING LTD SPON ADS EACH REP 8 ORD SHS 0.2%
Value ($000) $185 Shares 872 Est. Cost $212.16 Unrealized
AXTA AXALTA COATING SYSTEMS LTD COM USD1.00 0.2%
Value ($000) $182 Shares 5,990 Est. Cost $29.48 Unrealized 0.0%
EOG EOG RESOURCES INC 0.2%
Value ($000) $179 Shares 2,142 Est. Cost $55.80 Unrealized 0.0%
TSM TAIWAN SEMICONDUCTOR MANUFACTURING SPON ADS EACH REP 5 ORD TWD10 0.2%
Value ($000) $178 Shares 3,061 Est. Cost $58.15 Unrealized
TYL TYLER TECHNOLOGIES INC COM 0.2%
Value ($000) $178 Shares 594 Est. Cost $278.52 Unrealized 0.0%
ADSK AUTODESK INC COM 0.2%
Value ($000) $177 Shares 964 Est. Cost $162.05 Unrealized 0.0%
PG PROCTER & GAMBLE CO COM 0.2%
Value ($000) $173 Shares 1,387 Est. Cost $105.24 Unrealized 0.0%
BWA BORG WARNER INC COM USD0.01 0.2%
Value ($000) $172 Shares 3,972 Est. Cost $33.34 Unrealized 0.0%
UNP UNION PACIFIC CORP COM 0.2%
Value ($000) $164 Shares 908 Est. Cost $149.35 Unrealized 0.0%
PEP PEPSICO INC 0.2%
Value ($000) $163 Shares 1,195 Est. Cost $112.78 Unrealized 0.0%
RPM RPM INTL INC FORMERLY RPM INC OHIO TO 10/11/2002 0.2%
Value ($000) $162 Shares 2,111 Est. Cost $72.53 Unrealized 0.0%
SFM SPROUTS FMRS MKT INC COM 0.2%
Value ($000) $162 Shares 8,391 Est. Cost $19.36 Unrealized 0.0%
TW TRADEWEB MKTS INC CL A 0.2%
Value ($000) $161 Shares 3,484 Est. Cost $43.12 Unrealized 0.0%
SONY SONY CORP SPON ADR EACH REPR 1 ORD 0.2%
Value ($000) $156 Shares 2,299 Est. Cost $67.86 Unrealized
MIDD MIDDLEBY CORP COM USD0.01 0.1%
Value ($000) $154 Shares 1,409 Est. Cost $114.75 Unrealized 0.0%
VRSN VERISIGN INC 0.1%
Value ($000) $148 Shares 766 Est. Cost $186.26 Unrealized 0.0%
COP CONOCOPHILLIPS COM 0.1%
Value ($000) $146 Shares 2,252 Est. Cost $47.16 Unrealized 0.0%
BMRN BIOMARIN PHARMACEUTICAL COM USD0.001 0.1%
Value ($000) $146 Shares 1,726 Est. Cost $75.53 Unrealized 0.0%
TIFFANY &CO NEW COM 0.1%
Value ($000) $145 Shares 1,086 Est. Cost $133.52 Unrealized
TREX TREX INC 0.1%
Value ($000) $145 Shares 1,613 Est. Cost $44.04 Unrealized 0.0%
AOS SMITH A O CORP COM 0.1%
Value ($000) $145 Shares 3,042 Est. Cost $43.33 Unrealized 0.0%
CCI CROWN CASTLE INTL CORP NEW COM ISIN #US22822V1017 SEDOL #BTGQCX1 0.1%
Value ($000) $145 Shares 1,022 Est. Cost $104.19 Unrealized 0.0%
IWR ISHARES TR RUS MID CAP ETF 0.1%
Value ($000) $144 Shares 2,407 Est. Cost $59.83 Unrealized
SPLV INVESCO EXCHNG TRADED FD TR II S&P500 LOW VOL 0.1%
Value ($000) $143 Shares 2,451 Est. Cost $58.34 Unrealized
DG DOLLAR GEN CORP NEW COM 0.1%
Value ($000) $143 Shares 918 Est. Cost $145.94 Unrealized 0.0%
LINDE PLC COM EUR0.001 0.1%
Value ($000) $141 Shares 662 Est. Cost $212.99 Unrealized
AXP AMERICAN EXPRESS CO COM USD0.20 0.1%
Value ($000) $139 Shares 1,114 Est. Cost $110.13 Unrealized 0.0%
INGERSOLL-RAND PLC SHS USD1 0.1%
Value ($000) $136 Shares 1,020 Est. Cost $133.33 Unrealized
BAB INVESCO EXCHNG TRADED FD TR II TAXABLE MUN BD 0.1%
Value ($000) $135 Shares 4,263 Est. Cost $31.67 Unrealized
MS MORGAN STANLEY COM USD0.01 0.1%
Value ($000) $135 Shares 2,646 Est. Cost $39.09 Unrealized 0.0%
GRUBHUB INC COM USD0.0001 0.1%
Value ($000) $133 Shares 2,741 Est. Cost $48.52 Unrealized
WEC WEC ENERGY GROUP INC COM 0.1%
Value ($000) $129 Shares 1,395 Est. Cost $74.85 Unrealized 0.0%
LQD ISHARES IBOXX INVESTMENT GRADE CORPORATE BOND ETF 0.1%
Value ($000) $129 Shares 1,009 Est. Cost $127.85 Unrealized
JNJ JOHNSON &JOHNSON COM USD1.00 0.1%
Value ($000) $124 Shares 847 Est. Cost $114.10 Unrealized 0.0%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORP COM CL A USD0.01 0.1%
Value ($000) $124 Shares 2,002 Est. Cost $56.34 Unrealized 0.0%
ADI ANALOG DEVICES INC COM USD0.16 2/3 0.1%
Value ($000) $123 Shares 1,033 Est. Cost $100.85 Unrealized 0.0%
IVV ISHARES CORE S&P 500 ETF 0.1%
Value ($000) $122 Shares 378 Est. Cost $322.75 Unrealized
TER TERADYNE INC COM USD0.125 0.1%
Value ($000) $121 Shares 1,773 Est. Cost $61.85 Unrealized 0.0%
PKG PACKAGING CORP OF AMERICA COM USD0.01 0.1%
Value ($000) $121 Shares 1,078 Est. Cost $91.47 Unrealized 0.0%
RAYTHEON CO COM NEW 0.1%
Value ($000) $118 Shares 536 Est. Cost $220.15 Unrealized
ABIOMED INC COM USD0.01 0.1%
Value ($000) $117 Shares 683 Est. Cost $171.30 Unrealized
CYRUSONE INC COM USD0.01 0.1%
Value ($000) $116 Shares 1,767 Est. Cost $65.65 Unrealized
IT GARTNER INC COM USD0.0005 0.1%
Value ($000) $112 Shares 726 Est. Cost $152.69 Unrealized 0.0%
PEY INVESCO EXCHANGE TRADED FD TR HIG YLD EQ DIV 0.1%
Value ($000) $111 Shares 5,830 Est. Cost $19.04 Unrealized
MAIN MAIN STREET CAPITAL CORP COM 0.1%
Value ($000) $108 Shares 2,514 Est. Cost $42.76 Unrealized 0.0%
CAT CATERPILLAR INC COM USD1.00 0.1%
Value ($000) $103 Shares 699 Est. Cost $123.01 Unrealized 0.0%
VNQ VANGUARD REAL ESTATE ETF 0.1%
Value ($000) $101 Shares 1,091 Est. Cost $92.58 Unrealized
NOC NORTHROP GRUMMAN CORP COM USD1 0.1%
Value ($000) $100 Shares 290 Est. Cost $317.67 Unrealized 0.0%
AON PLC COM USD0.01 CL A 0.1%
Value ($000) $100 Shares 480 Est. Cost $208.33 Unrealized
AIG AMERICAN INTL GROUP INC COM NEW 0.1%
Value ($000) $99 Shares 1,922 Est. Cost $45.11 Unrealized 0.0%
GKOS GLAUKOS CORP COM 0.1%
Value ($000) $98 Shares 1,795 Est. Cost $60.84 Unrealized 0.0%
BP BP PLC SPONSORED ADR 0.1%
Value ($000) $95 Shares 2,507 Est. Cost $37.89 Unrealized
MET METLIFE INC COM USD0.01 0.1%
Value ($000) $95 Shares 1,864 Est. Cost $39.33 Unrealized 0.0%
OLED UNIVERSAL DISPLAY CORP 0.1%
Value ($000) $94 Shares 454 Est. Cost $179.87 Unrealized 0.0%
O REALTY INCOME CORP (MARYLAND) 0.1%
Value ($000) $94 Shares 1,280 Est. Cost $54.96 Unrealized 0.0%
ROST ROSS STORES INC COM 0.1%
Value ($000) $93 Shares 797 Est. Cost $105.92 Unrealized 0.0%
PHG KONINKLIJKE PHILIPS N V NY REG SH NEW 0.1%
Value ($000) $93 Shares 1,904 Est. Cost $48.84 Unrealized
NSC NORFOLK SOUTHERN CORP COM USD1 0.1%
Value ($000) $90 Shares 463 Est. Cost $165.56 Unrealized 0.0%
CERNER CORP COM USD0.01 0.1%
Value ($000) $90 Shares 1,226 Est. Cost $73.41 Unrealized
BSV VANGUARD BD INDEX FD INC SHORT TERM BD ETF 0.1%
Value ($000) $89 Shares 1,100 Est. Cost $80.91 Unrealized
QURE UNIQURE N.V. COM EUR0.05 0.1%
Value ($000) $89 Shares 1,238 Est. Cost $54.91 Unrealized 0.0%
WMB WILLIAMS COMPANIES INC COM USD1.00 0.1%
Value ($000) $88 Shares 3,729 Est. Cost $16.27 Unrealized 0.0%
PLD PROLOGIS INC COM 0.1%
Value ($000) $88 Shares 992 Est. Cost $74.69 Unrealized 0.0%
INTC INTEL CORP COM USD0.001 0.1%
Value ($000) $88 Shares 1,463 Est. Cost $49.26 Unrealized 0.0%
CWB SPDR SERIES TRUST BLMBRG BRC CNVRT 0.1%
Value ($000) $87 Shares 1,571 Est. Cost $55.38 Unrealized
PFE PFIZER INC 0.1%
Value ($000) $86 Shares 2,200 Est. Cost $26.71 Unrealized 0.0%
MMM 3M COMPANY 0.1%
Value ($000) $85 Shares 484 Est. Cost $111.76 Unrealized 0.0%
CVS CVS HEALTH CORPORATION COM USD0.01 0.1%
Value ($000) $84 Shares 1,134 Est. Cost $57.78 Unrealized 0.0%
HSY HERSHEY COMPANY COM USD1.00 0.1%
Value ($000) $84 Shares 572 Est. Cost $128.44 Unrealized 0.0%
PAGS PAGSEGURO DIGITAL LTD COM CL A 0.1%
Value ($000) $82 Shares 2,404 Est. Cost $35.99 Unrealized 0.0%
GLPG GALAPAGOS NV SPON 0.1%
Value ($000) $82 Shares 396 Est. Cost $207.07 Unrealized
BMY BRISTOL-MYERS SQUIBB CO COM USD0.10 0.1%
Value ($000) $81 Shares 1,265 Est. Cost $45.19 Unrealized 0.0%
TWLO TWILIO INC CL A 0.1%
Value ($000) $81 Shares 820 Est. Cost $102.13 Unrealized 0.0%
KMB KIMBERLY CLARK CORP COM USD1.25 0.1%
Value ($000) $78 Shares 567 Est. Cost $108.78 Unrealized 0.0%
UNILEVER NV EUR0.16(NEW YORK SHARES) 0.1%
Value ($000) $77 Shares 1,348 Est. Cost $57.12 Unrealized
WTW WILLIS TOWERS WATSON PLC COM USD0.000304635 0.1%
Value ($000) $76 Shares 375 Est. Cost $176.33 Unrealized 0.0%
MPC MARATHON PETROLEUM CORP COM USD0.01 0.1%
Value ($000) $75 Shares 1,239 Est. Cost $51.65 Unrealized 0.0%
LDUR PIMCO ENHACED LOW DURATION ACTIVE EXCHANGE TRADED FUND 0.1%
Value ($000) $74 Shares 744 Est. Cost $99.46 Unrealized
CL COLGATE-PALMOLIVE CO COM USD1.00 0.1%
Value ($000) $74 Shares 1,075 Est. Cost $59.11 Unrealized 0.0%
IBM INTERNATIONAL BUS MACH CORP COM USD0.20 0.1%
Value ($000) $74 Shares 550 Est. Cost $99.90 Unrealized 0.0%
ALC ALCON INC 0.1%
Value ($000) $71 Shares 1,250 Est. Cost $56.46 Unrealized 0.0%
MSI MOTOROLA SOLUTIONS INC COM NEW 0.1%
Value ($000) $69 Shares 426 Est. Cost $151.83 Unrealized 0.0%
FE FIRSTENERGY CORP COM USD0.10 0.1%
Value ($000) $69 Shares 1,413 Est. Cost $37.07 Unrealized 0.0%
TOTAL SA SPON ADS EA REP 1 ORD SHS 0.1%
Value ($000) $68 Shares 1,231 Est. Cost $55.24 Unrealized
IFF INTERNATIONAL FLAVORS &FRAGRANCES COM USD0.125 0.1%
Value ($000) $67 Shares 522 Est. Cost $108.13 Unrealized 0.0%
ABBV ABBVIE INC COM USD0.01 0.1%
Value ($000) $67 Shares 758 Est. Cost $64.63 Unrealized 0.0%
BBP ETFIS SER TR I VIRTUS LIFESC BT 0.1%
Value ($000) $65 Shares 1,499 Est. Cost $43.36 Unrealized
ROYAL DUTCH SHELL ADR EA REP 2 CL A EUR0.07 0.1%
Value ($000) $65 Shares 1,107 Est. Cost $58.72 Unrealized
DE DEERE & COMPANY 0.1%
Value ($000) $65 Shares 377 Est. Cost $157.96 Unrealized 0.0%
F FORD MTR CO DEL COM 0.1%
Value ($000) $63 Shares 6,800 Est. Cost $6.68 Unrealized 0.0%
LINE CORP SPON ADS EACH REPR 1 ORD SHS 0.1%
Value ($000) $62 Shares 1,273 Est. Cost $48.70 Unrealized
ICLR ICON PLC ORD EUR0.06 0.1%
Value ($000) $60 Shares 350 Est. Cost $154.22 Unrealized 0.0%
HSBC HSBC HLDGS PLC SPON ADR NEW 0.1%
Value ($000) $59 Shares 1,506 Est. Cost $39.18 Unrealized
IJR ISHARES CORE S&P SMALL-CAP E 0.1%
Value ($000) $59 Shares 702 Est. Cost $84.05 Unrealized
LOGI LOGITECH INTERNATIONAL SA CHF0.25 REGD 0.1%
Value ($000) $59 Shares 1,245 Est. Cost $38.97 Unrealized 0.0%
XBI SPDR SER TR S&P BIOTECH ETF 0.1%
Value ($000) $58 Shares 612 Est. Cost $94.77 Unrealized
ADP AUTOMATIC DATA PROCESSING INC COM USD0.10 0.1%
Value ($000) $54 Shares 317 Est. Cost $145.09 Unrealized 0.0%
TRV TRAVELERS COMPANIES INC COM STK NPV 0.1%
Value ($000) $53 Shares 386 Est. Cost $119.29 Unrealized 0.0%
DIA SPDR DOW JONES INDL AVERAGE ETF TR UNIT SER 1 0.1%
Value ($000) $53 Shares 185 Est. Cost $286.49 Unrealized
NXPI NXP SEMICONDUCTORS N V 0.1%
Value ($000) $53 Shares 420 Est. Cost $104.72 Unrealized 0.0%
CBSH COMMERCE BANCSHARES INC 0.1%
Value ($000) $53 Shares 773 Est. Cost $45.53 Unrealized 0.0%
PPL PPL CORP COM USD0.01 0.1%
Value ($000) $52 Shares 1,458 Est. Cost $25.91 Unrealized 0.0%
INTERXION HOLDING COM EUR0.10 0.1%
Value ($000) $52 Shares 621 Est. Cost $83.74 Unrealized
AXA EQUITABLE HLDGS INC COM 0.0%
Value ($000) $51 Shares 2,040 Est. Cost $25.00 Unrealized
AJG GALLAGHER(ARTHUR J.)&CO COM USD1.00 ISIN #US3635761097 SEDOL BD1QWJ0 0.0%
Value ($000) $51 Shares 535 Est. Cost $85.11 Unrealized 0.0%
STT STATE STR CORP COM 0.0%
Value ($000) $51 Shares 641 Est. Cost $57.64 Unrealized 0.0%
BERRY PETE CORP COM 0.0%
Value ($000) $50 Shares 500 Est. Cost $100.00 Unrealized
IHG INTERCONTINENTAL HOTELS GROUP SPON ADS EACH REPR 1 ORD SHS 0.0%
Value ($000) $50 Shares 723 Est. Cost $69.16 Unrealized
DOX AMDOCS LTD ORD GBP0.01 0.0%
Value ($000) $50 Shares 686 Est. Cost $59.82 Unrealized 0.0%
FOXA FOX CORP CL A COM 0.0%
Value ($000) $50 Shares 1,351 Est. Cost $31.59 Unrealized 0.0%
GILD GILEAD SCIENCES INC COM USD0.001 0.0%
Value ($000) $50 Shares 762 Est. Cost $51.27 Unrealized 0.0%
BX BLACKSTONE GROUP INC COM CL A 0.0%
Value ($000) $49 Shares 874 Est. Cost $42.09 Unrealized 0.0%
ALLERGAN PLC. COM USD0.0001 0.0%
Value ($000) $49 Shares 254 Est. Cost $192.91 Unrealized
MINT PIMCO ETF TRUST ENHANCED SHORT MATURITY ACTIVE ETF USD 0.0%
Value ($000) $48 Shares 470 Est. Cost $102.13 Unrealized
SAP SAP SE SPON ADR 0.0%
Value ($000) $48 Shares 360 Est. Cost $133.33 Unrealized
ORCL ORACLE CORP COM 0.0%
Value ($000) $46 Shares 867 Est. Cost $50.44 Unrealized 0.0%
AZN ASTRAZENECA ADR EACH REP 1 ORD USD0.25 MGT 0.0%
Value ($000) $46 Shares 930 Est. Cost $49.46 Unrealized
MTD METTLER-TOLEDO INTERNATIONAL INC COM USD0.01 0.0%
Value ($000) $46 Shares 58 Est. Cost $722.02 Unrealized 0.0%
RELX RELX PLC SPON ADS EACH REPR 1 ORD SHS GBP0.144 0.0%
Value ($000) $45 Shares 1,786 Est. Cost $25.20 Unrealized
PFF ISHARES TR PFD AND INCM SEC 0.0%
Value ($000) $45 Shares 1,200 Est. Cost $37.50 Unrealized
DVY ISHARES SELECT DIVIDEND ETF 0.0%
Value ($000) $45 Shares 430 Est. Cost $104.65 Unrealized
GRFS GRIFOLS S A SP ADR REP B NVT 0.0%
Value ($000) $45 Shares 1,940 Est. Cost $23.20 Unrealized
APTIV PLC COM USD0.01 ISIN #JE00B783TY65 SEDOL #B783TY6 0.0%
Value ($000) $44 Shares 464 Est. Cost $94.83 Unrealized
STM STMICROELECTRONICS NY SHS-EACH REPR 1 ORD EUR1.04 0.0%
Value ($000) $44 Shares 1,652 Est. Cost $26.63 Unrealized
AMERICAN FIN TR INC CLASS A COM 0.0%
Value ($000) $43 Shares 3,227 Est. Cost $13.33 Unrealized
BKR BAKER HUGHES COMPANY CL A 0.0%
Value ($000) $42 Shares 1,647 Est. Cost $19.13 Unrealized 0.0%
DGX QUEST DIAGNOSTICS INC COM USD0.01 0.0%
Value ($000) $42 Shares 395 Est. Cost $92.43 Unrealized 0.0%
FDX FEDEX CORP COM USD0.10 0.0%
Value ($000) $42 Shares 275 Est. Cost $137.51 Unrealized 0.0%
ELAN ELANCO ANIMAL HEALTH INC COM 0.0%
Value ($000) $42 Shares 1,435 Est. Cost $27.17 Unrealized 0.0%
WMT WALMART INC COM 0.0%
Value ($000) $42 Shares 350 Est. Cost $36.38 Unrealized 0.0%
PIMCO HIGH INCOME FD COM SHS 0.0%
Value ($000) $41 Shares 5,427 Est. Cost $7.55 Unrealized
OKE ONEOK INC COM USD0.01 0.0%
Value ($000) $41 Shares 539 Est. Cost $47.69 Unrealized 0.0%
CHKP CHECK POINT SOFTWARE TECHNOLOGIES ORD ILS0.01 0.0%
Value ($000) $41 Shares 373 Est. Cost $112.39 Unrealized 0.0%
SWKS SKYWORKS SOLUTIONS INC COM 0.0%
Value ($000) $39 Shares 326 Est. Cost $84.82 Unrealized 0.0%
PSK SPDR SER TR WELLS FARGO PFD STOCK ETF 0.0%
Value ($000) $38 Shares 858 Est. Cost $44.29 Unrealized
BIO BIO RAD LABORATORIES INC CL A 0.0%
Value ($000) $37 Shares 100 Est. Cost $352.55 Unrealized 0.0%
JNK SPDR SERIES TRUST BLOOMBERG BRCLYS 0.0%
Value ($000) $36 Shares 333 Est. Cost $108.11 Unrealized
AER AERCAP HOLDINGS N.V. EUR0.01 0.0%
Value ($000) $36 Shares 591 Est. Cost $57.91 Unrealized 0.0%
CRH SPON ADR EA REPR 1 ORD SHS EUR0.32 0.0%
Value ($000) $36 Shares 899 Est. Cost $40.04 Unrealized
STZ CONSTELLATION BRANDS INC COM USD0.01 CLASS A 0.0%
Value ($000) $36 Shares 191 Est. Cost $170.74 Unrealized 0.0%
ARES ARES MANAGEMENT CORPORATION CL A COM STK 0.0%
Value ($000) $36 Shares 1,000 Est. Cost $25.48 Unrealized 0.0%
NEW YORK COMMUNITY BANCORP INC COM USD0.01 0.0%
Value ($000) $34 Shares 2,797 Est. Cost $12.16 Unrealized
QCOM QUALCOMM INC 0.0%
Value ($000) $34 Shares 388 Est. Cost $72.86 Unrealized 0.0%
NOBL PROSHARES TRUST S&P 500 DIVID ARISTOCRATS ETF 0.0%
Value ($000) $33 Shares 430 Est. Cost $76.74 Unrealized
BBC ETFIS SER TR I VIRTUS LIFESC CT 0.0%
Value ($000) $33 Shares 880 Est. Cost $37.50 Unrealized
IVW ISHARES S&P 500 GROWTH ETF 0.0%
Value ($000) $33 Shares 168 Est. Cost $196.43 Unrealized
UCTT ULTRA CLEAN HLDGS INC 0.0%
Value ($000) $33 Shares 1,400 Est. Cost $20.22 Unrealized 0.0%
CAG CONAGRA BRANDS INC 0.0%
Value ($000) $32 Shares 922 Est. Cost $22.47 Unrealized 0.0%
E TRADE FINL CORP COM NEW 0.0%
Value ($000) $32 Shares 698 Est. Cost $45.85 Unrealized
BUD ANHEUSER-BUSCH INBEV SA/NV ADR EAH REP 1 ORD NPV 0.0%
Value ($000) $32 Shares 394 Est. Cost $81.22 Unrealized
KELLOGG COMPANY COM USD0.25 0.0%
Value ($000) $31 Shares 442 Est. Cost $48.55 Unrealized 0.0%
LA JOLLA PHARMACEUTICAL CO COM PAR $.0001 2 0.0%
Value ($000) $31 Shares 7,800 Est. Cost $3.97 Unrealized
IVE ISHARES S&P 500 VALUE ETF 0.0%
Value ($000) $31 Shares 239 Est. Cost $129.71 Unrealized
INFY INFOSYS LTD SPON ADR EACH REP 1 ORD SHS 0.0%
Value ($000) $31 Shares 2,958 Est. Cost $10.48 Unrealized
VOD VODAFONE GROUP SPON ADR EACH REP 10 ORD 0.0%
Value ($000) $31 Shares 1,590 Est. Cost $19.50 Unrealized
GIS GENERAL MILLS INC COM USD0.10 0.0%
Value ($000) $30 Shares 555 Est. Cost $42.80 Unrealized 0.0%
XLF SELECT SECTOR SPDR TRUST AMEX FINANCIAL SELECT INDEX USD DIS 0.0%
Value ($000) $30 Shares 967 Est. Cost $31.02 Unrealized
BHP BHP GROUP LTD SPON ADS EACH REP 2 ORD SHS 0.0%
Value ($000) $30 Shares 550 Est. Cost $54.55 Unrealized
HII HUNTINGTON INGALLS INDS INC COM 0.0%
Value ($000) $30 Shares 118 Est. Cost $206.35 Unrealized 0.0%
UNH UNITEDHEALTH GROUP 0.0%
Value ($000) $29 Shares 100 Est. Cost $236.60 Unrealized 0.0%
TEKLA HEALTHCARE INVS SH BEN INT 0.0%
Value ($000) $29 Shares 1,412 Est. Cost $20.54 Unrealized
MARATHON OIL CORPORATION COM USD1.00 0.0%
Value ($000) $28 Shares 2,081 Est. Cost $13.46 Unrealized
MU MICRON TECHNOLOGY 0.0%
Value ($000) $27 Shares 500 Est. Cost $46.59 Unrealized 0.0%
BARRICK GOLD CORP COM NPV ISIN #CA0679011084 SEDOL #2024644 0.0%
Value ($000) $27 Shares 1,465 Est. Cost $18.43 Unrealized
KEMET CORP COM NEW 0.0%
Value ($000) $27 Shares 1,011 Est. Cost $26.71 Unrealized
IQV IQVIA HLDGS INC COM 0.0%
Value ($000) $27 Shares 173 Est. Cost $146.00 Unrealized 0.0%
IYH ISHARES U S HEALTHCARE ETF 0.0%
Value ($000) $27 Shares 127 Est. Cost $212.60 Unrealized
KKR KKR &CO INC CL A 0.0%
Value ($000) $27 Shares 938 Est. Cost $26.76 Unrealized 0.0%
EQNR EQUINOR ASA SPON ADR EACH REP 1 ORD SHS 0.0%
Value ($000) $27 Shares 1,356 Est. Cost $19.91 Unrealized
UNILEVER PLC SPON ADR NEW 0.0%
Value ($000) $27 Shares 480 Est. Cost $56.25 Unrealized
ABBNY ABB LTD SPONSORED ADR 0.0%
Value ($000) $27 Shares 1,119 Est. Cost $24.13 Unrealized
PTC PTC INC COM 0.0%
Value ($000) $26 Shares 348 Est. Cost $71.14 Unrealized 0.0%
PSEC PROSPECT CAP CORP 0.0%
Value ($000) $26 Shares 4,075 Est. Cost $3.01 Unrealized 0.0%
SBUX STARBUCKS CORP COM USD0.001 0.0%
Value ($000) $26 Shares 300 Est. Cost $74.48 Unrealized 0.0%
KMI KINDER MORGAN INC COM USD0.01 0.0%
Value ($000) $26 Shares 1,223 Est. Cost $14.05 Unrealized 0.0%
CTVA CORTEVA INC COM 0.0%
Value ($000) $25 Shares 853 Est. Cost $24.50 Unrealized 0.0%
SO SOUTHERN CO 0.0%
Value ($000) $25 Shares 400 Est. Cost $48.90 Unrealized 0.0%
TLK TELEKOMUNIKASI INDONESIA(PERSERO) ADR EA REP 100 SER B IDR250 0.0%
Value ($000) $25 Shares 890 Est. Cost $28.09 Unrealized
TD TORONTO DOMINION BANK ONT COM NPV ISIN #CA8911605092 SEDOL #2897222 0.0%
Value ($000) $25 Shares 447 Est. Cost $56.71 Unrealized 0.0%
GLD SPDR GOLD TR GOLD SHS 0.0%
Value ($000) $24 Shares 165 Est. Cost $145.45 Unrealized
GLOBAL BLOOD THERAPEUTICS INC COM 0.0%
Value ($000) $24 Shares 300 Est. Cost $80.00 Unrealized
RIO RIO TINTO ADR EACH REP 1 ORD 0.0%
Value ($000) $24 Shares 396 Est. Cost $60.61 Unrealized
DLR DIGITAL RLTY TR INC COM 0.0%
Value ($000) $24 Shares 200 Est. Cost $99.45 Unrealized 0.0%
ACTIVISION BLIZZARD INC COM USD0.000001 0.0%
Value ($000) $23 Shares 394 Est. Cost $58.38 Unrealized
UPS UNITED PARCEL SVC INC CL B 0.0%
Value ($000) $23 Shares 200 Est. Cost $92.83 Unrealized 0.0%
BRK/B BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B 0.0%
Value ($000) $23 Shares 100 Est. Cost $217.17 Unrealized 0.0%
CLLS CELLECTIS ADS EACH REPR 1 ORD SPON 0.0%
Value ($000) $22 Shares 1,304 Est. Cost $16.87 Unrealized
LVS LAS VEGAS SANDS CORP COM USD0.001 0.0%
Value ($000) $21 Shares 301 Est. Cost $57.89 Unrealized 0.0%
ERIC ERICSSON ADR EACH REP 1 ORD B SEK1 0.0%
Value ($000) $21 Shares 2,382 Est. Cost $8.82 Unrealized
DMLP DORCHESTER MINERALS LP COM UNIT 0.0%
Value ($000) $20 Shares 1,000 Est. Cost $20.00 Unrealized
PNR PENTAIR PLC SHS 0.0%
Value ($000) $20 Shares 440 Est. Cost $38.80 Unrealized 0.0%
SNN SMITH & NEPHEW ADR EACH REPR 2 ORD 0.0%
Value ($000) $20 Shares 408 Est. Cost $49.02 Unrealized
GNL GLOBAL NET LEASE INC COM NEW 0.0%
Value ($000) $20 Shares 994 Est. Cost $20.12 Unrealized
MCK MCKESSON CORP 0.0%
Value ($000) $20 Shares 147 Est. Cost $135.52 Unrealized 0.0%
IBN ICICI BANK LIMITED SPON ADR EACH REPR 2 ORD SHS 0.0%
Value ($000) $20 Shares 1,324 Est. Cost $15.11 Unrealized
PGX INVESCO EXCHNG TRADED FD TR II PFD ETF 0.0%
Value ($000) $19 Shares 1,250 Est. Cost $15.20 Unrealized
PSO PEARSON SPONS ADR EACH REP 1 ORD GBP0.25 0.0%
Value ($000) $19 Shares 2,253 Est. Cost $8.43 Unrealized
NOK NOKIA OYJ ADR EACH REPR 1 ORD NPV 0.0%
Value ($000) $19 Shares 5,127 Est. Cost $3.71 Unrealized
CONSOLIDATED TOMOKA LD CO COM 0.0%
Value ($000) $18 Shares 300 Est. Cost $60.00 Unrealized
AMP AMERIPRISE FINANCIAL INC COM USD0.01 0.0%
Value ($000) $17 Shares 100 Est. Cost $139.45 Unrealized 0.0%
BIDU BAIDU INC SPON ADS EACH REP 0.1 ORD SHS 0.0%
Value ($000) $16 Shares 130 Est. Cost $123.08 Unrealized
AMGN AMGEN INC 0.0%
Value ($000) $16 Shares 65 Est. Cost $182.69 Unrealized 0.0%
KWEB KRANESHARES TR CSI CHINA INTERNET ETF 0.0%
Value ($000) $16 Shares 321 Est. Cost $49.84 Unrealized
JD JD.COM INC SPON ADS EACH REPR 2 ORD SHS CLASS A 0.0%
Value ($000) $15 Shares 413 Est. Cost $36.32 Unrealized
AMCOR PLC ORD USD0.01 ISIN #JE00BJ1F3079 SEDOL #BJ1F307 0.0%
Value ($000) $15 Shares 1,424 Est. Cost $7.76 Unrealized 0.0%
RACE FERRARI N V EUR0.01 NEW 0.0%
Value ($000) $15 Shares 91 Est. Cost $161.78 Unrealized 0.0%
RF REGIONS FINL CORP 0.0%
Value ($000) $15 Shares 896 Est. Cost $12.78 Unrealized 0.0%
MUB ISHARES NATIONAL MUNI BOND ETF 0.0%
Value ($000) $15 Shares 130 Est. Cost $115.38 Unrealized
MLCO MELCO RESORTS AND ENTERTAINMENT LTD SPON ADR EACH REP 3 ORD SHS 0.0%
Value ($000) $15 Shares 623 Est. Cost $24.08 Unrealized
CHD CHURCH &DWIGHT COM USD1.00 0.0%
Value ($000) $15 Shares 214 Est. Cost $66.06 Unrealized 0.0%
PRU PRUDENTIAL FINL INC 0.0%
Value ($000) $14 Shares 150 Est. Cost $67.37 Unrealized 0.0%
SQM SOCIEDAD QUIMICA MINERA DE CHI SPON ADR SER B 0.0%
Value ($000) $14 Shares 533 Est. Cost $26.27 Unrealized
VET VERMILION ENERGY INC COM ISIN #CA9237251058 SEDOL #B607XS1 0.0%
Value ($000) $13 Shares 809 Est. Cost $15.06 Unrealized 0.0%
HMC HONDA MOTOR LTD AMERN SHS 0.0%
Value ($000) $13 Shares 448 Est. Cost $29.02 Unrealized
SPLUNK INC COM USD0.001 0.0%
Value ($000) $13 Shares 85 Est. Cost $152.94 Unrealized
BOTZ GLOBAL X FDS RBTCS ARTFL INTE 0.0%
Value ($000) $12 Shares 548 Est. Cost $21.90 Unrealized
ENERGOUS CORP COM 0.0%
Value ($000) $12 Shares 7,000 Est. Cost $1.71 Unrealized
NBIS YANDEX N.V. COM USD0.01 CL A 0.0%
Value ($000) $11 Shares 250 Est. Cost $44.00 Unrealized
NGG NATIONAL GRID SPON ADR EACH REP 5 ORD SHS(POST SPLT) 0.0%
Value ($000) $11 Shares 180 Est. Cost $61.11 Unrealized
CCL CARNIVAL CORP PAIRED CTF 0.0%
Value ($000) $11 Shares 207 Est. Cost $43.87 Unrealized 0.0%
ALKS ALKERMES PLC SHS 0.0%
Value ($000) $11 Shares 515 Est. Cost $19.88 Unrealized 0.0%
GW PHARMACEUTICALS PLC ADS 0.0%
Value ($000) $10 Shares 100 Est. Cost $100.00 Unrealized
IX ORIX CORPORATION SPON ADR EACH REP 5 ORD NPV CIT 0.0%
Value ($000) $10 Shares 119 Est. Cost $84.03 Unrealized
XLE SELECT SECTOR SPDR TR ENERGY 0.0%
Value ($000) $10 Shares 160 Est. Cost $62.50 Unrealized
COLONY CAP INC NEW CL A COM 0.0%
Value ($000) $10 Shares 2,207 Est. Cost $4.53 Unrealized
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 0.0%
Value ($000) $10 Shares 160 Est. Cost $62.50 Unrealized
NUVEEN S&P 500 BUY-WRITE INC COM 0.0%
Value ($000) $10 Shares 734 Est. Cost $13.62 Unrealized
NVS NOVARTIS A G SPONSORED ADR 0.0%
Value ($000) $10 Shares 101 Est. Cost $99.01 Unrealized
CHINA TELECOM CORPORATION SPONS ADR EACH REPR 100 H COM CNY1 0.0%
Value ($000) $9 Shares 207 Est. Cost $43.48 Unrealized
U S SILICA HLDGS INC COM USD0.01 0.0%
Value ($000) $9 Shares 1,523 Est. Cost $5.91 Unrealized
HTGC HERCULES CAPITAL INC 0.0%
Value ($000) $9 Shares 671 Est. Cost $13.90 Unrealized 0.0%
LAZARD LTD SHS A 0.0%
Value ($000) $8 Shares 195 Est. Cost $41.03 Unrealized
HP HELMERICH &PAYNE INC COM USD0.10 0.0%
Value ($000) $8 Shares 176 Est. Cost $40.11 Unrealized 0.0%
TSLA TESLA INC COM 0.0%
Value ($000) $8 Shares 20 Est. Cost $21.69 Unrealized 0.0%
DELL DELL TECHNOLOGIES INC CL C 0.0%
Value ($000) $8 Shares 160 Est. Cost $23.85 Unrealized 0.0%
VNM VANECK VECTORS ETF TRUST VIETNAM ETF 0.0%
Value ($000) $8 Shares 505 Est. Cost $15.84 Unrealized
PCAR PACCAR INC COM USD1.00 0.0%
Value ($000) $8 Shares 100 Est. Cost $40.60 Unrealized 0.0%
D DOMINION ENERGY INC COM 0.0%
Value ($000) $8 Shares 94 Est. Cost $62.41 Unrealized 0.0%
QIWI PLC SPON ADR REPR ORD 1 CL B EUR0.00 0.0%
Value ($000) $7 Shares 364 Est. Cost $19.23 Unrealized
PAA PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN 0.0%
Value ($000) $7 Shares 400 Est. Cost $17.50 Unrealized
WYNN WYNN RESORTS LTD 0.0%
Value ($000) $7 Shares 52 Est. Cost $116.81 Unrealized 0.0%
ALB ALBEMARLE CORP COM USD0.01 0.0%
Value ($000) $7 Shares 101 Est. Cost $61.60 Unrealized 0.0%
CALL (QQQ) INVESCO QQQ TR UNIT JAN 15 21 $189 (100 SHS) 0.0%
Value ($000) $7 Shares 2 Est. Cost Unrealized
SIMO SILICON MOTION TECHNOLOGY CORP SPONS ADR EACH REP 4 COM USD0.01 0.0%
Value ($000) $6 Shares 126 Est. Cost $47.62 Unrealized
RLGT RADIANT LOGISTICS INC 0.0%
Value ($000) $6 Shares 1,000 Est. Cost $5.41 Unrealized 0.0%
EPD ENTERPRISE PRODS PARTNERS L P COM 0.0%
Value ($000) $6 Shares 200 Est. Cost $30.00 Unrealized
CIT GROUP INC COM USD0.01 0.0%
Value ($000) $6 Shares 139 Est. Cost $43.17 Unrealized
KEP KOREA ELECTRIC PWR SPONSORED ADR 0.0%
Value ($000) $6 Shares 514 Est. Cost $11.67 Unrealized
SAN BANCO SANTANDER SA ADR EACH 1 REPR 1 ORD EUR0.50 0.0%
Value ($000) $6 Shares 1,500 Est. Cost $4.00 Unrealized
LIVN LIVANOVA PLC ORD GBP1.00 (DI) 0.0%
Value ($000) $5 Shares 60 Est. Cost $75.82 Unrealized 0.0%
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $5 Shares 165 Est. Cost $22.63 Unrealized 0.0%
CX CEMEX SAB DE CV SPON ADR NEW 0.0%
Value ($000) $5 Shares 1,259 Est. Cost $3.97 Unrealized
LITE LUMENTUM HLDGS INC COM 0.0%
Value ($000) $5 Shares 60 Est. Cost $65.46 Unrealized 0.0%
CRWD CROWDSTRIKE HLDGS INC CL A WHEN DISTRIBUTED 0.0%
Value ($000) $5 Shares 110 Est. Cost $52.49 Unrealized 0.0%
AMD ADVANCED MICRO DEVICES INC COM 0.0%
Value ($000) $5 Shares 100 Est. Cost $36.81 Unrealized 0.0%
SVC SERVICE PPTYS TR COM SH BEN INT 0.0%
Value ($000) $5 Shares 200 Est. Cost $25.00 Unrealized
VIAV VIAVI SOLUTIONS INC COM ISIN #US9255501051 SEDOL #BYSQHH3 0.0%
Value ($000) $5 Shares 300 Est. Cost $14.97 Unrealized 0.0%
GLW CORNING INC 0.0%
Value ($000) $5 Shares 161 Est. Cost $24.43 Unrealized 0.0%
PNW PINNACLE WEST CAPITAL CORP COM NPV 0.0%
Value ($000) $5 Shares 54 Est. Cost $69.39 Unrealized 0.0%
DBX DROPBOX INC CL A 0.0%
Value ($000) $4 Shares 250 Est. Cost $18.84 Unrealized 0.0%
IQ IQIYI INC SPON EACH ADS REP 7 ORD SHS CLASS A 0.0%
Value ($000) $4 Shares 200 Est. Cost $20.00 Unrealized
KIRKLAND LAKE GOLD COM NPV ISIN #CA49741E1007 SEDOL #BD4G349 0.0%
Value ($000) $4 Shares 100 Est. Cost $40.00 Unrealized
AMARIN CORP ADR EACH REP 1 ORD GBP0.50 0.0%
Value ($000) $4 Shares 200 Est. Cost $20.00 Unrealized
CALL (XBI) SPDR SER TR JAN 15 21 $90 (100 SHS) 0.0%
Value ($000) $4 Shares 3 Est. Cost Unrealized
MDT MEDTRONIC PLC USD0.0001 0.0%
Value ($000) $3 Shares 29 Est. Cost $92.57 Unrealized 0.0%
FCX FREEPORT-MCMORAN INC COM USD0.10 0.0%
Value ($000) $3 Shares 214 Est. Cost $10.23 Unrealized 0.0%
PBR PETROLEO BRASILEIRO SA PETROBRAS SPON ADS EACH REP 2 ORD SHS 0.0%
Value ($000) $3 Shares 202 Est. Cost $14.85 Unrealized
GREAT AJAX CORP COM 0.0%
Value ($000) $3 Shares 221 Est. Cost $13.57 Unrealized
ETFMG ALTERNATIVE HARVEST ETF 0.0%
Value ($000) $3 Shares 160 Est. Cost $18.75 Unrealized
HLF HERBALIFE NUTRITION LTD COM USD0.001 0.0%
Value ($000) $3 Shares 65 Est. Cost $43.31 Unrealized 0.0%
LE LANDS END INC COM USD0.01 0.0%
Value ($000) $2 Shares 90 Est. Cost $13.08 Unrealized 0.0%
BIONDVAX PHARMACEUTICALS SPON ADS REP 40 ORD SHS 0.0%
Value ($000) $2 Shares 225 Est. Cost $8.89 Unrealized
CALL (BX) BLACKSTONE GROUP INC JAN 17 20 $37 (100 SHS) 0.0%
Value ($000) $2 Shares 1 Est. Cost Unrealized
MPT MEDICAL PPTYS TR INC 0.0%
Value ($000) $2 Shares 103 Est. Cost $19.42 Unrealized
BROOKFIELD PROPERTY PARTRS LP UNIT LTD PARTN 0.0%
Value ($000) $2 Shares 101 Est. Cost $19.80 Unrealized
SBR SABINE ROYALTY TR UNIT BEN INT 0.0%
Value ($000) $2 Shares 50 Est. Cost $40.00 Unrealized
ZIOPHARM ONCOLOGY INC COM 0.0%
Value ($000) $2 Shares 400 Est. Cost $5.00 Unrealized
ORMP ORAMED PHARMACEUTICALS INC 0.0%
Value ($000) $2 Shares 450 Est. Cost $3.49 Unrealized 0.0%
ADNT ADIENT PLC COM USD0.001 0.0%
Value ($000) $1 Shares 68 Est. Cost $22.18 Unrealized 0.0%
FLIR SYS INC 0.0%
Value ($000) $1 Shares 10 Est. Cost $100.00 Unrealized
L BRANDS INC COM 0.0%
Value ($000) $1 Shares 64 Est. Cost $15.63 Unrealized
ALASKA COMM SYS GRP INC 0.0%
Value ($000) $1 Shares 625 Est. Cost $1.60 Unrealized
CALL (IBM) INTL BUSINESS MACH JAN 15 21 $155 (100 SHS) 0.0%
Value ($000) $1 Shares 2 Est. Cost Unrealized
NEKTAR THERAPEUTICS 0.0%
Value ($000) $1 Shares 67 Est. Cost $14.93 Unrealized
MR COOPER GROUP INC COM 0.0%
Value ($000) $0 Shares 7 Est. Cost Unrealized
NOBLE CORP PLC COM USD0.01 0.0%
Value ($000) $0 Shares 266 Est. Cost Unrealized
CANOPY GROWTH CORPORATION COM NPV ISIN #CA1380351009 SEDOL #BYTN3W0 0.0%
Value ($000) $0 Shares 8 Est. Cost Unrealized
BRISTOL MYERS SQUIBB CO CONTNGNT VAL RT 0.0%
Value ($000) $0 Shares 37 Est. Cost Unrealized
BLACKROCK MUNICIPAL 2030 TARGET TERM TRUST 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
NRG NRG ENERGY INC COM NEW 0.0%
Value ($000) $0 Shares 1 Est. Cost $32.97 Unrealized 0.0%
CARA THERAPEUTICS INC COM 0.0%
Value ($000) $0 Shares 30 Est. Cost Unrealized
HOG HARLEY DAVIDSON COM USD0.01 0.0%
Value ($000) $0 Shares 4 Est. Cost $37.23 Unrealized 0.0%
ARCT ARCTURUS THERAPEUTICS HLDG INC COM 0.0%
Value ($000) $0 Shares 28 Est. Cost $10.47 Unrealized 0.0%
AAL AMERICAN AIRLINES GROUP INC COM USD0.01 0.0%
Value ($000) $0 Shares 1 Est. Cost $28.37 Unrealized 0.0%
RMR RMR GROUP INC CL A 0.0%
Value ($000) $0 Shares 3 Est. Cost $25.87 Unrealized 0.0%
GENERAL ELECTRIC CO COM USD0.06 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
CTI BIOPHARMA CORP COM 0.0%
Value ($000) $0 Shares 10 Est. Cost Unrealized
FRONTIER COMMUNICATIONS CORP COM NEW 0.0%
Value ($000) $0 Shares 3 Est. Cost Unrealized
AEVI GENOMIC MEDICINE INC COM 0.0%
Value ($000) $0 Shares 250 Est. Cost Unrealized
GT GOODYEAR TIRE &RUBBER CO COM NPV 0.0%
Value ($000) $0 Shares 1 Est. Cost $15.63 Unrealized 0.0%
SANOFI CONTGNT VAL RTS EXP 12/31/2020 0.0%
Value ($000) $0 Shares 10 Est. Cost Unrealized
VISTRA ENERGY CORP WTS EXP 02/02/2024 0.0%
Value ($000) $0 Shares 181 Est. Cost Unrealized
EVC ENTRAVISION COMMUNICATIONS CORP CL A 0.0%
Value ($000) $0 Shares 101 Est. Cost $1.92 Unrealized 0.0%
XENWX EATON VANCE NEW YORK MUN BD FD COM USD0.01 0.0%
Value ($000) $0 Shares 13 Est. Cost Unrealized
ADVAXIS INC COM NEW 0.0%
Value ($000) $0 Shares 10 Est. Cost Unrealized