CoreFirst Bank & Trust Diversified Active

CIK: 0001845199 · Show all filings

Period: Q4 2020 (Next →)

Filing Date: Feb 16, 2021

Total Value ($000): $134,914 (100.0% shares, 0.0% debt)

Holdings (427)

AAPL Apple Inc 10.7%
Value ($000) $14,487 Shares 109,178 Est. Cost $117.01 Unrealized 0.0%
CL Colgate Palmolive Co 10.3%
Value ($000) $13,928 Shares 162,877 Est. Cost $73.42 Unrealized 0.0%
MSFT Microsoft Corp 2.7%
Value ($000) $3,686 Shares 16,573 Est. Cost $206.04 Unrealized 0.0%
T AT&T Inc 2.4%
Value ($000) $3,199 Shares 111,219 Est. Cost $15.38 Unrealized 0.0%
JNJ Johnson & Johnson 2.2%
Value ($000) $2,927 Shares 18,595 Est. Cost $127.53 Unrealized 0.0%
PG Procter & Gamble Co 2.1%
Value ($000) $2,878 Shares 20,683 Est. Cost $123.16 Unrealized 0.0%
VZ Verizon Communications 2.1%
Value ($000) $2,860 Shares 48,681 Est. Cost $43.98 Unrealized 0.0%
MCD McDonalds Corp 1.9%
Value ($000) $2,520 Shares 11,743 Est. Cost $193.25 Unrealized 0.0%
HD Home Depot Inc 1.6%
Value ($000) $2,098 Shares 7,897 Est. Cost $242.47 Unrealized 0.0%
DIS The Walt Disney Co 1.5%
Value ($000) $2,081 Shares 11,488 Est. Cost $140.23 Unrealized 0.0%
XOM Exxon Mobil Corp 1.4%
Value ($000) $1,853 Shares 44,949 Est. Cost $30.36 Unrealized 0.0%
JPM J P Morgan Chase & Co 1.3%
Value ($000) $1,798 Shares 14,153 Est. Cost $98.14 Unrealized 0.0%
NSC Norfolk Southern Corp 1.3%
Value ($000) $1,784 Shares 7,507 Est. Cost $204.73 Unrealized 0.0%
LOW Lowes Cos Inc 1.3%
Value ($000) $1,761 Shares 10,971 Est. Cost $148.05 Unrealized 0.0%
NKE Nike Inc Cl B 1.2%
Value ($000) $1,681 Shares 11,879 Est. Cost $123.21 Unrealized 0.0%
PFE Pfizer Inc 1.2%
Value ($000) $1,672 Shares 45,433 Est. Cost $28.63 Unrealized 0.0%
EVRG Evergy Inc 1.2%
Value ($000) $1,660 Shares 29,920 Est. Cost $44.68 Unrealized 0.0%
WMT Walmart Stores Inc 1.2%
Value ($000) $1,586 Shares 10,998 Est. Cost $45.24 Unrealized 0.0%
CVX Chevron Corp 1.1%
Value ($000) $1,518 Shares 17,976 Est. Cost $65.02 Unrealized 0.0%
KO Coca Cola Co 1.1%
Value ($000) $1,511 Shares 27,545 Est. Cost $44.27 Unrealized 0.0%
PEP PepsiCo Inc 1.1%
Value ($000) $1,497 Shares 10,092 Est. Cost $121.24 Unrealized 0.0%
DVY Ishares Dow Jones Select Dividend Index Fund 1.0%
Value ($000) $1,366 Shares 14,205 Est. Cost $96.16 Unrealized
SPY Spdr Trust Series 1 1.0%
Value ($000) $1,309 Shares 3,500 Est. Cost $374.00 Unrealized
IRM Iron Mtn Inc New 0.9%
Value ($000) $1,163 Shares 39,426 Est. Cost $22.13 Unrealized 0.0%
MRK Merck & Co., Inc 0.8%
Value ($000) $1,139 Shares 13,926 Est. Cost $64.85 Unrealized 0.0%
IBM International Business Machines 0.8%
Value ($000) $1,079 Shares 8,575 Est. Cost $93.41 Unrealized 0.0%
V Visa Inc 0.8%
Value ($000) $1,064 Shares 4,863 Est. Cost $197.22 Unrealized 0.0%
BRK/B Berkshire Hathaway Inc Cl B 0.8%
Value ($000) $1,031 Shares 4,446 Est. Cost $220.20 Unrealized 0.0%
MO Altria Group Inc 0.7%
Value ($000) $1,009 Shares 24,608 Est. Cost $26.69 Unrealized 0.0%
VFC V F Corp 0.7%
Value ($000) $1,008 Shares 11,805 Est. Cost $79.91 Unrealized 0.0%
PM Philip Morris International 0.7%
Value ($000) $942 Shares 11,377 Est. Cost $60.35 Unrealized 0.0%
AMZN Amazon Com Inc 0.7%
Value ($000) $941 Shares 289 Est. Cost $159.58 Unrealized 0.0%
TXN Texas Instrs Inc 0.7%
Value ($000) $923 Shares 5,621 Est. Cost $134.60 Unrealized 0.0%
CAT Caterpillar Inc 0.7%
Value ($000) $887 Shares 4,876 Est. Cost $153.98 Unrealized 0.0%
BMY Bristol Myers Squibb Co 0.7%
Value ($000) $886 Shares 14,279 Est. Cost $50.03 Unrealized 0.0%
UNH Unitedhealth Group Inc 0.6%
Value ($000) $836 Shares 2,384 Est. Cost $308.19 Unrealized 0.0%
ETN Eaton Corp PLC 0.6%
Value ($000) $828 Shares 6,888 Est. Cost $103.87 Unrealized 0.0%
CI Cigna Corp 0.6%
Value ($000) $794 Shares 3,814 Est. Cost $179.43 Unrealized 0.0%
AMGN Amgen Inc 0.6%
Value ($000) $793 Shares 3,451 Est. Cost $196.32 Unrealized 0.0%
WFC Wells Fargo & Co New 0.6%
Value ($000) $767 Shares 25,399 Est. Cost $23.04 Unrealized 0.0%
ACN Accenture PLC Cl A 0.6%
Value ($000) $746 Shares 2,855 Est. Cost $223.05 Unrealized 0.0%
ABBV Abbvie Inc 0.5%
Value ($000) $729 Shares 6,805 Est. Cost $78.94 Unrealized 0.0%
FISV Fiserv Inc 0.5%
Value ($000) $729 Shares 6,400 Est. Cost $107.76 Unrealized 0.0%
F Ford Motor Co 0.5%
Value ($000) $729 Shares 82,882 Est. Cost $6.35 Unrealized 0.0%
SBUX Starbucks Corp 0.5%
Value ($000) $688 Shares 6,433 Est. Cost $85.15 Unrealized 0.0%
CSCO Cisco Sys Inc 0.5%
Value ($000) $684 Shares 15,277 Est. Cost $35.27 Unrealized 0.0%
D Dominion Energy Inc 0.5%
Value ($000) $681 Shares 9,062 Est. Cost $63.42 Unrealized 0.0%
INTC Intel Corp 0.5%
Value ($000) $680 Shares 13,642 Est. Cost $44.02 Unrealized 0.0%
DHR Danaher Corp Del 0.5%
Value ($000) $670 Shares 3,014 Est. Cost $196.00 Unrealized 0.0%
SO Southern Co 0.5%
Value ($000) $660 Shares 10,737 Est. Cost $49.52 Unrealized 0.0%
COP Conocophillips 0.5%
Value ($000) $652 Shares 16,291 Est. Cost $30.72 Unrealized 0.0%
ABT Abbott Labs 0.5%
Value ($000) $632 Shares 5,765 Est. Cost $99.26 Unrealized 0.0%
SPGI S&P Global Inc 0.4%
Value ($000) $589 Shares 1,793 Est. Cost $323.21 Unrealized 0.0%
UNP Union Pac Corp 0.4%
Value ($000) $568 Shares 2,728 Est. Cost $178.06 Unrealized 0.0%
RTX Raytheon Technologies Corp 0.4%
Value ($000) $551 Shares 7,705 Est. Cost $58.43 Unrealized 0.0%
HON Honeywell Intl Inc 0.4%
Value ($000) $546 Shares 2,566 Est. Cost $163.73 Unrealized 0.0%
KSS Kohls Corp 0.4%
Value ($000) $545 Shares 13,381 Est. Cost $29.09 Unrealized 0.0%
BDX Becton Dickinson & Co 0.4%
Value ($000) $531 Shares 2,121 Est. Cost $214.58 Unrealized 0.0%
WY Weyerhaeuser Co 0.4%
Value ($000) $518 Shares 15,427 Est. Cost $24.49 Unrealized 0.0%
POR Portland General Electric Co 0.4%
Value ($000) $493 Shares 11,526 Est. Cost $32.87 Unrealized 0.0%
TGT Target Corp 0.4%
Value ($000) $487 Shares 2,759 Est. Cost $144.87 Unrealized 0.0%
DUK Duke Energy Corp 0.4%
Value ($000) $479 Shares 5,234 Est. Cost $75.68 Unrealized 0.0%
NEE Nextera Energy Inc 0.3%
Value ($000) $472 Shares 6,118 Est. Cost $65.64 Unrealized 0.0%
AXP American Express Co 0.3%
Value ($000) $462 Shares 3,821 Est. Cost $103.86 Unrealized 0.0%
UPS United Parcel Service Inc Cl B 0.3%
Value ($000) $453 Shares 2,688 Est. Cost $136.91 Unrealized 0.0%
CFFN Capitol Federal Financial Inc 0.3%
Value ($000) $423 Shares 33,810 Est. Cost $8.29 Unrealized 0.0%
HUN Huntsman Corp 0.3%
Value ($000) $420 Shares 16,709 Est. Cost $24.81 Unrealized 0.0%
AMT American Tower Corp 0.3%
Value ($000) $419 Shares 1,866 Est. Cost $199.71 Unrealized 0.0%
DE Deere & Co 0.3%
Value ($000) $412 Shares 1,530 Est. Cost $232.12 Unrealized 0.0%
COST Costco Whsl Corp New 0.3%
Value ($000) $408 Shares 1,083 Est. Cost $347.39 Unrealized 0.0%
OKE ONEOK Inc. 0.3%
Value ($000) $408 Shares 10,621 Est. Cost $24.90 Unrealized 0.0%
EMR Emerson Electric Co 0.3%
Value ($000) $404 Shares 5,032 Est. Cost $66.82 Unrealized 0.0%
CVS CVS Corp 0.3%
Value ($000) $399 Shares 5,845 Est. Cost $55.22 Unrealized 0.0%
General Elec Co 0.3%
Value ($000) $398 Shares 36,797 Est. Cost $10.82 Unrealized
PSX Phillips 66 0.3%
Value ($000) $384 Shares 5,489 Est. Cost $47.97 Unrealized 0.0%
INTU Intuit 0.3%
Value ($000) $380 Shares 1,000 Est. Cost $340.30 Unrealized 0.0%
CMCSA Comcast Corp Cl A 0.3%
Value ($000) $372 Shares 7,096 Est. Cost $41.66 Unrealized 0.0%
GLW Corning Inc 0.3%
Value ($000) $371 Shares 10,298 Est. Cost $30.87 Unrealized 0.0%
LHX L3Harris Technologies 0.3%
Value ($000) $364 Shares 1,927 Est. Cost $164.87 Unrealized 0.0%
DD DuPont de Nemours Inc. 0.3%
Value ($000) $362 Shares 5,094 Est. Cost $23.71 Unrealized 0.0%
KMB Kimberly Clark Corp 0.3%
Value ($000) $357 Shares 2,642 Est. Cost $115.97 Unrealized 0.0%
Discover Financial Services 0.3%
Value ($000) $353 Shares 3,900 Est. Cost $90.51 Unrealized
CHD Church & Dwight Co Inc 0.3%
Value ($000) $349 Shares 4,000 Est. Cost $83.37 Unrealized 0.0%
CRM Salesforce.com Inc 0.3%
Value ($000) $349 Shares 1,569 Est. Cost $240.26 Unrealized 0.0%
BAX Baxter International Inc 0.3%
Value ($000) $343 Shares 4,272 Est. Cost $71.03 Unrealized 0.0%
MDT Medtronic PLC 0.3%
Value ($000) $342 Shares 2,923 Est. Cost $95.08 Unrealized 0.0%
DOW Dow Inc. 0.2%
Value ($000) $333 Shares 5,988 Est. Cost $39.03 Unrealized 0.0%
ICE Intercontinental Exchange Inc 0.2%
Value ($000) $331 Shares 2,870 Est. Cost $97.11 Unrealized 0.0%
ADP Automatic Data Processing Inc 0.2%
Value ($000) $331 Shares 1,876 Est. Cost $147.45 Unrealized 0.0%
MPC Marathon Petroleum Corp 0.2%
Value ($000) $322 Shares 7,779 Est. Cost $31.29 Unrealized 0.0%
BA Boeing Co 0.2%
Value ($000) $318 Shares 1,485 Est. Cost $192.22 Unrealized 0.0%
THG Hanover Insurance Group Inc 0.2%
Value ($000) $311 Shares 2,660 Est. Cost $95.46 Unrealized 0.0%
NOC Northrop Grumman Corp 0.2%
Value ($000) $305 Shares 1,000 Est. Cost $280.94 Unrealized 0.0%
ORCL Oracle Corp 0.2%
Value ($000) $302 Shares 4,665 Est. Cost $55.51 Unrealized 0.0%
Allianzgi Eqty & Conv Inc FD Com 0.2%
Value ($000) $300 Shares 10,619 Est. Cost $28.25 Unrealized
ZBH Zimmer Biomet Holdings Inc 0.2%
Value ($000) $299 Shares 1,943 Est. Cost $135.38 Unrealized 0.0%
FI Enhanced Large Cap Growth 0.2%
Value ($000) $292 Shares 528 Est. Cost $553.03 Unrealized
MMM 3m Co 0.2%
Value ($000) $287 Shares 1,644 Est. Cost $117.52 Unrealized 0.0%
GOOG Alphabet Inc Cl C 0.2%
Value ($000) $284 Shares 162 Est. Cost $83.74 Unrealized 0.0%
MDLZ Mondelez International Inc 0.2%
Value ($000) $282 Shares 4,822 Est. Cost $50.13 Unrealized 0.0%
BAC Bank Of America Corporation 0.2%
Value ($000) $278 Shares 9,175 Est. Cost $23.66 Unrealized 0.0%
C Citigroup Inc 0.2%
Value ($000) $277 Shares 4,489 Est. Cost $42.37 Unrealized 0.0%
ALB Albemarle Corp 0.2%
Value ($000) $266 Shares 1,800 Est. Cost $111.68 Unrealized 0.0%
LEG Leggett & Platt Inc 0.2%
Value ($000) $262 Shares 5,924 Est. Cost $42.89 Unrealized 0.0%
AEE Ameren Corp 0.2%
Value ($000) $261 Shares 3,340 Est. Cost $68.86 Unrealized 0.0%
Activision Blizzard Inc 0.2%
Value ($000) $245 Shares 2,640 Est. Cost $92.80 Unrealized
LUV Southwest Airls Co 0.2%
Value ($000) $243 Shares 5,207 Est. Cost $40.31 Unrealized 0.0%
AEP American Elec Pwr Inc 0.2%
Value ($000) $238 Shares 2,858 Est. Cost $72.00 Unrealized 0.0%
GOOGL Alphabet Inc Cl A 0.2%
Value ($000) $238 Shares 136 Est. Cost $83.49 Unrealized 0.0%
XEL Xcel Energy Inc 0.2%
Value ($000) $237 Shares 3,559 Est. Cost $59.11 Unrealized 0.0%
NFLX Netflix Inc 0.2%
Value ($000) $233 Shares 430 Est. Cost $50.70 Unrealized 0.0%
CSX Csx Corp 0.2%
Value ($000) $228 Shares 2,512 Est. Cost $26.81 Unrealized 0.0%
NVO Novo-Nordisk A/S ADR 0.2%
Value ($000) $228 Shares 3,262 Est. Cost $69.90 Unrealized
WM Waste Mgmt Inc Del 0.2%
Value ($000) $225 Shares 1,908 Est. Cost $107.44 Unrealized 0.0%
CAG Conagra Brands Inc 0.2%
Value ($000) $225 Shares 6,197 Est. Cost $28.88 Unrealized 0.0%
KMI Kinder Morgan Inc 0.2%
Value ($000) $225 Shares 16,424 Est. Cost $9.94 Unrealized 0.0%
AWK American Water Works Co Inc 0.2%
Value ($000) $220 Shares 1,434 Est. Cost $139.36 Unrealized 0.0%
EW Edwards Lifescience Corp 0.2%
Value ($000) $219 Shares 2,400 Est. Cost $82.95 Unrealized 0.0%
MET Metlife Inc 0.2%
Value ($000) $217 Shares 4,604 Est. Cost $37.01 Unrealized 0.0%
Glaxosmithkline Plc Sponsored Adr 0.2%
Value ($000) $214 Shares 5,821 Est. Cost $36.76 Unrealized
ALL Allstate Corp 0.2%
Value ($000) $211 Shares 1,919 Est. Cost $86.64 Unrealized 0.0%
Kellogg Co 0.2%
Value ($000) $206 Shares 3,299 Est. Cost $50.01 Unrealized 0.0%
FSLR First Solar Inc 0.2%
Value ($000) $205 Shares 2,070 Est. Cost $86.71 Unrealized 0.0%
SCHW Schwab Charles Corp New 0.2%
Value ($000) $203 Shares 3,820 Est. Cost $42.34 Unrealized 0.0%
NVS Novartis AG ADR 0.1%
Value ($000) $201 Shares 2,135 Est. Cost $94.15 Unrealized
GIS General Mills Inc 0.1%
Value ($000) $201 Shares 3,419 Est. Cost $50.86 Unrealized 0.0%
NUE Nucor Corp 0.1%
Value ($000) $200 Shares 3,774 Est. Cost $47.42 Unrealized 0.0%
Bunge Limited 0.1%
Value ($000) $200 Shares 3,050 Est. Cost $65.57 Unrealized
CLX The Clorox Company 0.1%
Value ($000) $195 Shares 967 Est. Cost $176.37 Unrealized 0.0%
OC Owens Corning 0.1%
Value ($000) $194 Shares 2,560 Est. Cost $72.87 Unrealized 0.0%
ARES ARES Management LP 0.1%
Value ($000) $192 Shares 4,090 Est. Cost $38.71 Unrealized 0.0%
EPD Enterprise Products Partners LP 0.1%
Value ($000) $191 Shares 9,764 Est. Cost $19.56 Unrealized
GILD Gilead SCI Inc 0.1%
Value ($000) $186 Shares 3,199 Est. Cost $49.35 Unrealized 0.0%
HAL Halliburton Co 0.1%
Value ($000) $181 Shares 9,574 Est. Cost $14.16 Unrealized 0.0%
Lexington Realty Trust 0.1%
Value ($000) $179 Shares 16,822 Est. Cost $10.64 Unrealized
EXC Exelon Corp 0.1%
Value ($000) $179 Shares 4,261 Est. Cost $24.62 Unrealized 0.0%
Walgreens Boots Alliance Inc 0.1%
Value ($000) $177 Shares 4,446 Est. Cost $39.81 Unrealized
LLY Lilly Eli & Co 0.1%
Value ($000) $169 Shares 1,000 Est. Cost $141.36 Unrealized 0.0%
OGS One Gas Inc 0.1%
Value ($000) $169 Shares 2,196 Est. Cost $75.58 Unrealized 0.0%
SYK Stryker Corp 0.1%
Value ($000) $167 Shares 680 Est. Cost $214.57 Unrealized 0.0%
NTRS Northern Tr Corp 0.1%
Value ($000) $165 Shares 1,773 Est. Cost $75.32 Unrealized 0.0%
USB US Bancorp 0.1%
Value ($000) $162 Shares 3,486 Est. Cost $33.86 Unrealized 0.0%
GD General Dynamics Corp 0.1%
Value ($000) $153 Shares 1,027 Est. Cost $130.64 Unrealized 0.0%
Xilinx Inc 0.1%
Value ($000) $152 Shares 1,070 Est. Cost $142.06 Unrealized
CTVA Corteva Inc. 0.1%
Value ($000) $146 Shares 3,767 Est. Cost $33.76 Unrealized 0.0%
SEM Select Medical Holding Co 0.1%
Value ($000) $139 Shares 5,008 Est. Cost $12.02 Unrealized 0.0%
Amcor PLC 0.1%
Value ($000) $132 Shares 11,220 Est. Cost $9.23 Unrealized 0.0%
ENB Enbridge Inc 0.1%
Value ($000) $131 Shares 4,105 Est. Cost $21.70 Unrealized 0.0%
National Oilwell, Inc 0.1%
Value ($000) $131 Shares 9,580 Est. Cost $13.67 Unrealized
LMT Lockheed Martin Corp 0.1%
Value ($000) $127 Shares 358 Est. Cost $318.96 Unrealized 0.0%
WMB Williams Companies Inc 0.1%
Value ($000) $119 Shares 5,911 Est. Cost $15.63 Unrealized 0.0%
LW Lamb Weston Holding Inc 0.1%
Value ($000) $118 Shares 1,498 Est. Cost $66.96 Unrealized 0.0%
VTRS Viatris Inc. 0.1%
Value ($000) $118 Shares 6,295 Est. Cost $13.33 Unrealized 0.0%
DIA MFC SPDR Dow Jones Industrial Average ETF Tr 0.1%
Value ($000) $117 Shares 380 Est. Cost $307.89 Unrealized
CNI Canadian National Railway Co 0.1%
Value ($000) $116 Shares 1,059 Est. Cost $97.95 Unrealized 0.0%
GS Goldman Sachs Group Inc. 0.1%
Value ($000) $115 Shares 436 Est. Cost $197.01 Unrealized 0.0%
IWP Ishares Russell Midcap Growth 0.1%
Value ($000) $113 Shares 1,096 Est. Cost $103.10 Unrealized
IWS Ishares Russell Midcap Value Index Fund 0.1%
Value ($000) $112 Shares 1,152 Est. Cost $97.22 Unrealized
PPG PPG Industries Inc 0.1%
Value ($000) $111 Shares 772 Est. Cost $125.98 Unrealized 0.0%
CCEP Coca Cola European Partners 0.1%
Value ($000) $110 Shares 2,210 Est. Cost $35.98 Unrealized 0.0%
BIIB Biogen Idec Inc 0.1%
Value ($000) $110 Shares 450 Est. Cost $259.08 Unrealized 0.0%
MGM MGM Resorts International 0.1%
Value ($000) $110 Shares 3,500 Est. Cost $25.72 Unrealized 0.0%
MDC Holdings Inc 0.1%
Value ($000) $109 Shares 2,233 Est. Cost $48.81 Unrealized
TSLA Tesla Inc 0.1%
Value ($000) $106 Shares 150 Est. Cost $170.65 Unrealized 0.0%
ORI Old Rep Intl Corp 0.1%
Value ($000) $106 Shares 5,391 Est. Cost $11.18 Unrealized 0.0%
CB Chubb Limited 0.1%
Value ($000) $104 Shares 675 Est. Cost $130.07 Unrealized 0.0%
Nuveen Preferred Income Opportunities Fund 0.1%
Value ($000) $103 Shares 10,826 Est. Cost $9.51 Unrealized
YUM Yum! Brands Inc 0.1%
Value ($000) $102 Shares 940 Est. Cost $92.76 Unrealized 0.0%
PAYX Paychex Inc 0.1%
Value ($000) $102 Shares 1,100 Est. Cost $76.93 Unrealized 0.0%
STBA S & T Bancorp Inc 0.1%
Value ($000) $99 Shares 4,000 Est. Cost $22.08 Unrealized 0.0%
Nuveen Multi-Strategy Income & Growth Fund 2 0.1%
Value ($000) $99 Shares 15,684 Est. Cost $6.31 Unrealized
Summit Materials Inc 0.1%
Value ($000) $99 Shares 4,931 Est. Cost $20.08 Unrealized
Twitter Inc 0.1%
Value ($000) $98 Shares 1,815 Est. Cost $53.99 Unrealized
JBHT Hunt (Jb)transportation Svcs Inc 0.1%
Value ($000) $96 Shares 699 Est. Cost $126.49 Unrealized 0.0%
Pioneer Natural Resources Co 0.1%
Value ($000) $96 Shares 845 Est. Cost $113.61 Unrealized
TAK Takeda Pharmaceutic-SP 0.1%
Value ($000) $94 Shares 5,173 Est. Cost $18.17 Unrealized
MDXG MiMedx Group Inc 0.1%
Value ($000) $94 Shares 10,300 Est. Cost $6.88 Unrealized 0.0%
QQQ Invesco QQQ Trust Series I 0.1%
Value ($000) $91 Shares 290 Est. Cost $313.79 Unrealized
UI Ubiquiti Inc 0.1%
Value ($000) $86 Shares 310 Est. Cost $230.03 Unrealized 0.0%
MDIV First Tr Multi Asset Diversified Income Index 0.1%
Value ($000) $86 Shares 5,700 Est. Cost $15.09 Unrealized
IWN Ishares Russell 2000 Value Index Fund 0.1%
Value ($000) $85 Shares 644 Est. Cost $131.99 Unrealized
MAS Masco Corp 0.1%
Value ($000) $85 Shares 1,550 Est. Cost $50.31 Unrealized 0.0%
DEO Diageo Plc 0.1%
Value ($000) $84 Shares 528 Est. Cost $159.09 Unrealized
TM Toyota Motor Corp 0.1%
Value ($000) $81 Shares 526 Est. Cost $153.99 Unrealized
XYL Xylem Inc 0.1%
Value ($000) $79 Shares 780 Est. Cost $88.59 Unrealized 0.0%
CAH Cardinal Health Inc 0.1%
Value ($000) $78 Shares 1,452 Est. Cost $45.57 Unrealized 0.0%
RWT Redwood Trust Inc 0.1%
Value ($000) $72 Shares 8,200 Est. Cost $8.78 Unrealized
RSG Republic Services Inc 0.1%
Value ($000) $72 Shares 750 Est. Cost $88.75 Unrealized 0.0%
VLUE iShares Edge MSCI USA Value ETF 0.1%
Value ($000) $71 Shares 819 Est. Cost $86.69 Unrealized
AZN AstraZeneca PLC ADR 0.1%
Value ($000) $70 Shares 1,399 Est. Cost $50.04 Unrealized
DAR Darling Ingredients Inc. 0.1%
Value ($000) $69 Shares 1,200 Est. Cost $47.78 Unrealized 0.0%
META Facebook Inc 0.1%
Value ($000) $69 Shares 253 Est. Cost $272.24 Unrealized 0.0%
TJX TJX Companies Inc 0.0%
Value ($000) $67 Shares 982 Est. Cost $56.47 Unrealized 0.0%
OTIS Otis Worldwide Corp 0.0%
Value ($000) $67 Shares 993 Est. Cost $60.07 Unrealized 0.0%
Triton International Ltd 0.0%
Value ($000) $65 Shares 1,331 Est. Cost $48.84 Unrealized
AMP Ameriprise Financial Inc 0.0%
Value ($000) $65 Shares 337 Est. Cost $165.41 Unrealized 0.0%
WELL Welltower Inc 0.0%
Value ($000) $65 Shares 1,000 Est. Cost $52.89 Unrealized 0.0%
INN Summit Hotel Properties Inc 0.0%
Value ($000) $65 Shares 7,211 Est. Cost $9.01 Unrealized
OGE OGE 0.0%
Value ($000) $64 Shares 2,000 Est. Cost $32.31 Unrealized 0.0%
NXPI NXP Semiconductors 0.0%
Value ($000) $64 Shares 400 Est. Cost $134.81 Unrealized 0.0%
EL Estee Lauder Cl A 0.0%
Value ($000) $64 Shares 241 Est. Cost $223.63 Unrealized 0.0%
O Realty Income Corp 0.0%
Value ($000) $62 Shares 1,000 Est. Cost $45.59 Unrealized 0.0%
SFIX Stitch Fix Inc 0.0%
Value ($000) $61 Shares 1,040 Est. Cost $42.79 Unrealized 0.0%
CDK Global Inc 0.0%
Value ($000) $61 Shares 1,179 Est. Cost $51.74 Unrealized
SYY Sysco Corp 0.0%
Value ($000) $60 Shares 805 Est. Cost $60.02 Unrealized 0.0%
IWF Ishares Russell 1000 Growth 0.0%
Value ($000) $60 Shares 250 Est. Cost $240.00 Unrealized
CNK Cinemark Holdings Inc 0.0%
Value ($000) $59 Shares 3,402 Est. Cost $12.42 Unrealized 0.0%
KEY Keycorp New 0.0%
Value ($000) $59 Shares 3,591 Est. Cost $11.38 Unrealized 0.0%
Voya Emerging Mkts High Divid 0.0%
Value ($000) $58 Shares 8,022 Est. Cost $7.23 Unrealized
MFC Manulife Financial Corp (Cdn) 0.0%
Value ($000) $58 Shares 3,244 Est. Cost $15.96 Unrealized 0.0%
AB AllianceBernstein Holding LP 0.0%
Value ($000) $58 Shares 1,740 Est. Cost $33.33 Unrealized
XMHIX Pioneer Muni High Income Tr 0.0%
Value ($000) $57 Shares 4,574 Est. Cost $12.46 Unrealized
IWD IShares Russell 1000 Value 0.0%
Value ($000) $57 Shares 419 Est. Cost $136.04 Unrealized
UBS FI Enhanced Europe 50 0.0%
Value ($000) $56 Shares 357 Est. Cost $156.86 Unrealized
MS Morgan Stanley Com New 0.0%
Value ($000) $56 Shares 811 Est. Cost $48.82 Unrealized 0.0%
FBIN Fortune Brands Home & Secuirty Inc 0.0%
Value ($000) $54 Shares 632 Est. Cost $67.41 Unrealized 0.0%
YUMC Yum China Holdings Inc 0.0%
Value ($000) $54 Shares 940 Est. Cost $56.16 Unrealized 0.0%
OHI Omega Healthcare Investors 0.0%
Value ($000) $54 Shares 1,500 Est. Cost $36.00 Unrealized
Nuveen Amt Free Muni Credit Income Fund 0.0%
Value ($000) $53 Shares 3,178 Est. Cost $16.68 Unrealized
BTI British American Tobacco ADR 0.0%
Value ($000) $53 Shares 1,403 Est. Cost $37.78 Unrealized
MPT Medical Properties Trust Inc 0.0%
Value ($000) $52 Shares 2,400 Est. Cost $21.67 Unrealized
HBAN Huntington Bancshares Inc 0.0%
Value ($000) $51 Shares 4,006 Est. Cost $9.01 Unrealized 0.0%
MAR Marriott Intl Inc 0.0%
Value ($000) $51 Shares 388 Est. Cost $110.17 Unrealized 0.0%
KIM Kimco Realty Corp 0.0%
Value ($000) $51 Shares 3,395 Est. Cost $10.60 Unrealized 0.0%
GPC Genuine Parts Co 0.0%
Value ($000) $50 Shares 500 Est. Cost $84.80 Unrealized 0.0%
Eaton Vance Enhanced Equity Income II 0.0%
Value ($000) $50 Shares 2,299 Est. Cost $21.75 Unrealized
PEG Public Svc Enterprise Group 0.0%
Value ($000) $50 Shares 864 Est. Cost $48.92 Unrealized 0.0%
FE Firstenergy Corp 0.0%
Value ($000) $50 Shares 1,642 Est. Cost $24.24 Unrealized 0.0%
BK Bank New York Mellon Corp 0.0%
Value ($000) $50 Shares 1,170 Est. Cost $33.17 Unrealized 0.0%
NVDA Nvidia Corp 0.0%
Value ($000) $49 Shares 93 Est. Cost $13.35 Unrealized 0.0%
ROST Ross Stores Inc 0.0%
Value ($000) $49 Shares 402 Est. Cost $99.15 Unrealized 0.0%
EFA IShares Msci Eafe Index Fund 0.0%
Value ($000) $48 Shares 658 Est. Cost $72.95 Unrealized
ED Consolidated Edison Inc 0.0%
Value ($000) $48 Shares 660 Est. Cost $64.61 Unrealized 0.0%
HMC Honda Motor Co. 0.0%
Value ($000) $47 Shares 1,680 Est. Cost $27.98 Unrealized
ARW Arrow Electrs Inc 0.0%
Value ($000) $47 Shares 483 Est. Cost $88.50 Unrealized 0.0%
Nuveen NASDAQ 100 Dynamic Overwrite Fund 0.0%
Value ($000) $46 Shares 1,754 Est. Cost $26.23 Unrealized
Nuveen Floating Rate Income 0.0%
Value ($000) $46 Shares 5,298 Est. Cost $8.68 Unrealized
Tekla Healthcare Invs Sh Ben Int 0.0%
Value ($000) $46 Shares 1,927 Est. Cost $23.87 Unrealized
Eaton Vance Tax Managed Diversified Equity 0.0%
Value ($000) $44 Shares 3,625 Est. Cost $12.14 Unrealized
NVST Envista Holdings Corp 0.0%
Value ($000) $44 Shares 1,314 Est. Cost $28.99 Unrealized 0.0%
HTGC Hercules Capital Inc 0.0%
Value ($000) $43 Shares 2,985 Est. Cost $12.73 Unrealized 0.0%
Nuveen Muni High Income Opportunity Fund 0.0%
Value ($000) $43 Shares 3,003 Est. Cost $14.32 Unrealized
Nuveen Muni Credit Income Fund 0.0%
Value ($000) $43 Shares 2,667 Est. Cost $16.12 Unrealized
PFG Principal Financial Group 0.0%
Value ($000) $43 Shares 867 Est. Cost $37.97 Unrealized 0.0%
Nuveen Quality Preferred II 0.0%
Value ($000) $43 Shares 4,417 Est. Cost $9.74 Unrealized
Blackrock Inc 0.0%
Value ($000) $42 Shares 58 Est. Cost $724.14 Unrealized
HPQ HP Inc 0.0%
Value ($000) $42 Shares 1,704 Est. Cost $17.61 Unrealized 0.0%
UHT Universal Health Realty Income Trust 0.0%
Value ($000) $41 Shares 640 Est. Cost $64.06 Unrealized
HSY Hershey Company 0.0%
Value ($000) $41 Shares 270 Est. Cost $130.99 Unrealized 0.0%
Unilever PLC 0.0%
Value ($000) $41 Shares 678 Est. Cost $60.47 Unrealized
Nuveen S&P 500 Buy-Write Income Fd 0.0%
Value ($000) $40 Shares 3,110 Est. Cost $12.86 Unrealized
UBSI United Bankshares Inc 0.0%
Value ($000) $39 Shares 1,200 Est. Cost $28.24 Unrealized 0.0%
Cohen & Steers Infrastructure Fd 0.0%
Value ($000) $39 Shares 1,522 Est. Cost $25.62 Unrealized
AVB Avalonbay Communities Inc 0.0%
Value ($000) $38 Shares 237 Est. Cost $133.06 Unrealized 0.0%
RIO Rio Tinto Plc - Spon Adr 0.0%
Value ($000) $38 Shares 500 Est. Cost $76.00 Unrealized
IEX Idex Corp 0.0%
Value ($000) $38 Shares 191 Est. Cost $178.73 Unrealized 0.0%
ING Ing Groep N.B. Adr 0.0%
Value ($000) $37 Shares 3,919 Est. Cost $9.44 Unrealized
EAT Brinker International Inc 0.0%
Value ($000) $37 Shares 659 Est. Cost $49.40 Unrealized 0.0%
JAZZ Jazz Pharmaceuticals PLC 0.0%
Value ($000) $37 Shares 225 Est. Cost $148.94 Unrealized 0.0%
EEFT Euronet Worldwide Inc 0.0%
Value ($000) $36 Shares 249 Est. Cost $116.41 Unrealized 0.0%
Magellan Midstream Partners LP 0.0%
Value ($000) $36 Shares 840 Est. Cost $42.86 Unrealized
FRCB First Republic Bank San Francisco CA 0.0%
Value ($000) $35 Shares 238 Est. Cost $128.36 Unrealized 0.0%
Eaton Vance Tax Managed Global Income Fund 0.0%
Value ($000) $35 Shares 4,000 Est. Cost $8.75 Unrealized
ADC Agree Realty Corporation 0.0%
Value ($000) $33 Shares 500 Est. Cost $66.00 Unrealized
SRE Sempra Energy 0.0%
Value ($000) $32 Shares 250 Est. Cost $54.48 Unrealized 0.0%
ARCC Ares Capital Corp 0.0%
Value ($000) $32 Shares 1,880 Est. Cost $9.58 Unrealized 0.0%
ADM Archer-Daniels Midland Co 0.0%
Value ($000) $32 Shares 625 Est. Cost $42.82 Unrealized 0.0%
Wells Fargo Multi Sector Income Fund 0.0%
Value ($000) $31 Shares 2,567 Est. Cost $12.08 Unrealized
KHC Kraft Heinz Co 0.0%
Value ($000) $31 Shares 899 Est. Cost $25.55 Unrealized 0.0%
GEF Greif Inc 0.0%
Value ($000) $30 Shares 633 Est. Cost $38.30 Unrealized 0.0%
ROP Roper Technologies 0.0%
Value ($000) $30 Shares 69 Est. Cost $398.27 Unrealized 0.0%
NEM Newmont Mining Corp 0.0%
Value ($000) $30 Shares 500 Est. Cost $52.35 Unrealized 0.0%
HSBC HSBC Holdings Plc Adr 0.0%
Value ($000) $29 Shares 1,108 Est. Cost $26.17 Unrealized
KR Kroger Co 0.0%
Value ($000) $29 Shares 918 Est. Cost $29.06 Unrealized 0.0%
MDY SPDR S&P Midcap 400 ETF 0.0%
Value ($000) $29 Shares 70 Est. Cost $414.29 Unrealized
Thomson Reuters Corp 0.0%
Value ($000) $27 Shares 330 Est. Cost $81.82 Unrealized
TFC Truist Financial Corp 0.0%
Value ($000) $27 Shares 553 Est. Cost $35.66 Unrealized 0.0%
IP Intl Paper Co 0.0%
Value ($000) $26 Shares 515 Est. Cost $35.85 Unrealized 0.0%
VLO Valero Energy Corp 0.0%
Value ($000) $26 Shares 455 Est. Cost $40.57 Unrealized 0.0%
John Hancock Preferred Income III 0.0%
Value ($000) $26 Shares 1,500 Est. Cost $17.33 Unrealized
Citrix Sys Inc 0.0%
Value ($000) $26 Shares 200 Est. Cost $130.00 Unrealized
LYB Lyondellbasel Industries 0.0%
Value ($000) $26 Shares 280 Est. Cost $57.51 Unrealized 0.0%
GRMN Garmin LTD 0.0%
Value ($000) $25 Shares 206 Est. Cost $98.98 Unrealized 0.0%
BIP Brookfield Infrastructure LP 0.0%
Value ($000) $25 Shares 500 Est. Cost $50.00 Unrealized
EOG Eog Res Inc 0.0%
Value ($000) $25 Shares 500 Est. Cost $34.11 Unrealized 0.0%
MA Mastercard Inc 0.0%
Value ($000) $25 Shares 70 Est. Cost $323.35 Unrealized 0.0%
VTR Ventas Inc 0.0%
Value ($000) $25 Shares 500 Est. Cost $38.61 Unrealized 0.0%
VIACOMCBS INC Class B 0.0%
Value ($000) $25 Shares 660 Est. Cost $37.88 Unrealized
HXL Hexcel Corp 0.0%
Value ($000) $24 Shares 489 Est. Cost $43.54 Unrealized 0.0%
RWX SPDR Dow Jones International Real Estate 0.0%
Value ($000) $24 Shares 713 Est. Cost $33.66 Unrealized
IVV Ishares S&P 500 Index Fund 0.0%
Value ($000) $23 Shares 62 Est. Cost $370.97 Unrealized
BP BP P.L.C. Adr 0.0%
Value ($000) $23 Shares 1,113 Est. Cost $20.66 Unrealized
PFF IShares U.S. Preferred Stock ETF 0.0%
Value ($000) $23 Shares 600 Est. Cost $38.33 Unrealized
QUAL ishares Edge MSCI USA Quality Factor ETF 0.0%
Value ($000) $23 Shares 198 Est. Cost $116.16 Unrealized
Voya Infrastructure Industrials 0.0%
Value ($000) $23 Shares 2,200 Est. Cost $10.45 Unrealized
WPC W P Carey Inc 0.0%
Value ($000) $23 Shares 330 Est. Cost $69.70 Unrealized
WAB Wabtec Corp 0.0%
Value ($000) $22 Shares 301 Est. Cost $66.42 Unrealized 0.0%
VOD Vodafone Group PLC - ADR 0.0%
Value ($000) $22 Shares 1,349 Est. Cost $16.31 Unrealized
ADSK Autodesk Inc 0.0%
Value ($000) $22 Shares 73 Est. Cost $263.53 Unrealized 0.0%
CC Chemours Co 0.0%
Value ($000) $22 Shares 880 Est. Cost $19.82 Unrealized 0.0%
BEN Franklin Resources Inc 0.0%
Value ($000) $22 Shares 900 Est. Cost $17.35 Unrealized 0.0%
China Mobil LTD ADR 0.0%
Value ($000) $22 Shares 755 Est. Cost $29.14 Unrealized
SEIC SEI Investments Company 0.0%
Value ($000) $21 Shares 373 Est. Cost $50.82 Unrealized 0.0%
OTTR Otter Tail 0.0%
Value ($000) $21 Shares 500 Est. Cost $35.50 Unrealized 0.0%
JCI Johnson Controls International 0.0%
Value ($000) $20 Shares 419 Est. Cost $40.18 Unrealized 0.0%
WHR Whirlpool Corp 0.0%
Value ($000) $20 Shares 110 Est. Cost $191.55 Unrealized 0.0%
Apache Corp 0.0%
Value ($000) $20 Shares 1,395 Est. Cost $14.34 Unrealized
NTR Nutrien LTD 0.0%
Value ($000) $20 Shares 420 Est. Cost $37.68 Unrealized 0.0%
M Macy's Inc 0.0%
Value ($000) $20 Shares 1,735 Est. Cost $8.56 Unrealized 0.0%
John Hancock Preferred Income Fund 0.0%
Value ($000) $20 Shares 1,000 Est. Cost $20.00 Unrealized
MCK McKesson Corp 0.0%
Value ($000) $20 Shares 117 Est. Cost $161.42 Unrealized 0.0%
HPE Hewlett Packard Enterprise Co 0.0%
Value ($000) $20 Shares 1,704 Est. Cost $8.99 Unrealized 0.0%
John Hancock Preferred Income Fund II 0.0%
Value ($000) $19 Shares 1,000 Est. Cost $19.00 Unrealized
Interpublic Group Of Co 0.0%
Value ($000) $19 Shares 828 Est. Cost $17.29 Unrealized 0.0%
PAA Plains All American Pipeline LP 0.0%
Value ($000) $19 Shares 2,297 Est. Cost $8.27 Unrealized
MRCC Monroe Cap Corp 0.0%
Value ($000) $19 Shares 2,400 Est. Cost $4.18 Unrealized 0.0%
CCI Crown Castle Intl Corp 0.0%
Value ($000) $18 Shares 115 Est. Cost $127.80 Unrealized 0.0%
DELL Dell Technologies Inc. 0.0%
Value ($000) $18 Shares 251 Est. Cost $31.93 Unrealized 0.0%
Steelcase Inc 0.0%
Value ($000) $18 Shares 1,305 Est. Cost $13.79 Unrealized
Physicians Realty Trust 0.0%
Value ($000) $18 Shares 1,000 Est. Cost $18.00 Unrealized
DEM Wisdomtree Emerging Markets High DVD Fund 0.0%
Value ($000) $18 Shares 430 Est. Cost $41.86 Unrealized
SAP SAP AG 0.0%
Value ($000) $18 Shares 136 Est. Cost $132.35 Unrealized
BUD Anheuser-Busch Inbev 0.0%
Value ($000) $17 Shares 243 Est. Cost $69.96 Unrealized
GLP Global Partners LP 0.0%
Value ($000) $17 Shares 1,000 Est. Cost $17.00 Unrealized
NGG National Grid PLC 0.0%
Value ($000) $16 Shares 266 Est. Cost $60.15 Unrealized
AAL American Airlines Group Inc 0.0%
Value ($000) $16 Shares 1,000 Est. Cost $13.86 Unrealized 0.0%
IJJ Ishares S&P Midcap 400 Value Index Fund 0.0%
Value ($000) $15 Shares 176 Est. Cost $85.23 Unrealized
TDC Teradata Corp 0.0%
Value ($000) $15 Shares 650 Est. Cost $21.45 Unrealized 0.0%
TC Pipelines LP 0.0%
Value ($000) $15 Shares 500 Est. Cost $30.00 Unrealized
MUFG Mitsubishi UFJ Financial Group 0.0%
Value ($000) $15 Shares 3,436 Est. Cost $4.37 Unrealized
CME CME Group Inc 0.0%
Value ($000) $15 Shares 85 Est. Cost $138.43 Unrealized 0.0%
SCZ iShares MSCI EAFE Small-Cap ETF 0.0%
Value ($000) $14 Shares 199 Est. Cost $70.35 Unrealized
PSA Public Storage 0.0%
Value ($000) $14 Shares 60 Est. Cost $183.60 Unrealized 0.0%
Eaton Vance Tax-Mgd Buy-Write Opp Fd 0.0%
Value ($000) $14 Shares 937 Est. Cost $14.94 Unrealized
ETR Entergy Corp New 0.0%
Value ($000) $14 Shares 142 Est. Cost $43.60 Unrealized 0.0%
ET Energy Transfer Lp 0.0%
Value ($000) $14 Shares 2,345 Est. Cost $5.97 Unrealized
DAL Delta Air Lines Inc 0.0%
Value ($000) $14 Shares 359 Est. Cost $35.38 Unrealized 0.0%
GTY Getty Realty Corp 0.0%
Value ($000) $14 Shares 500 Est. Cost $28.00 Unrealized
Voya International High DVD Equity Income 0.0%
Value ($000) $13 Shares 2,875 Est. Cost $4.52 Unrealized
FOXA Fox Corp CL A 0.0%
Value ($000) $13 Shares 450 Est. Cost $26.17 Unrealized 0.0%
FMS Fresenius Medical Care AG & Co 0.0%
Value ($000) $13 Shares 314 Est. Cost $41.40 Unrealized
PYPL Paypal Holdings Inc 0.0%
Value ($000) $13 Shares 55 Est. Cost $206.72 Unrealized 0.0%
SEE Sealed Air Corp 0.0%
Value ($000) $13 Shares 286 Est. Cost $39.33 Unrealized 0.0%
Voya Global Equity Dvd & Premium Opportunity 0.0%
Value ($000) $12 Shares 2,300 Est. Cost $5.22 Unrealized
Eaton Vance Risk Managed Diversified Equity 0.0%
Value ($000) $12 Shares 1,125 Est. Cost $10.67 Unrealized
LYTS LSI Industries Inc 0.0%
Value ($000) $12 Shares 1,385 Est. Cost $7.70 Unrealized 0.0%
DOC Healthpeak Properties Inc 0.0%
Value ($000) $12 Shares 400 Est. Cost $22.25 Unrealized 0.0%
Blackrock Enhanced Equity Dividend Trust 0.0%
Value ($000) $12 Shares 1,364 Est. Cost $8.80 Unrealized
GUNR FlexShare Global Upstream Nat Res ETF 0.0%
Value ($000) $12 Shares 379 Est. Cost $31.66 Unrealized
CNXC Concentrix Corp 0.0%
Value ($000) $12 Shares 126 Est. Cost $90.48 Unrealized 0.0%
Meredith Corp 0.0%
Value ($000) $11 Shares 553 Est. Cost $19.89 Unrealized
Barrick Gold Corp 0.0%
Value ($000) $11 Shares 500 Est. Cost $22.00 Unrealized
Wells Fargo Global DVD Opportunity 0.0%
Value ($000) $11 Shares 2,239 Est. Cost $4.91 Unrealized
SWK Stanley Black & Decker Inc 0.0%
Value ($000) $11 Shares 59 Est. Cost $150.00 Unrealized 0.0%
Nuveen Municipal Income Fund 0.0%
Value ($000) $11 Shares 1,000 Est. Cost $11.00 Unrealized
OXY Occidental Pete Corp Del 0.0%
Value ($000) $11 Shares 675 Est. Cost $12.92 Unrealized 0.0%
IEMG iShares Core MSCI Emerging Markets ETF 0.0%
Value ($000) $11 Shares 175 Est. Cost $62.86 Unrealized
CVY Invesco ETF Zacks Multi-Asset Income Fund 0.0%
Value ($000) $11 Shares 545 Est. Cost $20.18 Unrealized
Equitrans Midstream Corp 0.0%
Value ($000) $10 Shares 1,220 Est. Cost $8.20 Unrealized
Ishares Gold Trust 0.0%
Value ($000) $10 Shares 550 Est. Cost $18.18 Unrealized
SNX Synnex Corp 0.0%
Value ($000) $10 Shares 126 Est. Cost $71.59 Unrealized 0.0%
BBY Best Buy Inc 0.0%
Value ($000) $10 Shares 100 Est. Cost $89.94 Unrealized 0.0%
IJK iShares S&P Mid-Cap 400 Growth ETF 0.0%
Value ($000) $10 Shares 132 Est. Cost $75.76 Unrealized
IJT IShares S&P Smallcap 600 Growth Index Fund 0.0%
Value ($000) $10 Shares 86 Est. Cost $116.28 Unrealized
Annaly Mortgage Management 0.0%
Value ($000) $9 Shares 1,016 Est. Cost $8.86 Unrealized
SPG Simon Property Group Inc 0.0%
Value ($000) $9 Shares 110 Est. Cost $57.65 Unrealized 0.0%
BKR Baker Hughes A GE 0.0%
Value ($000) $9 Shares 425 Est. Cost $15.41 Unrealized 0.0%
Pimco Corporate Income Strategy Fund 0.0%
Value ($000) $9 Shares 500 Est. Cost $18.00 Unrealized
PRU Prudential Financial Inc 0.0%
Value ($000) $9 Shares 116 Est. Cost $56.32 Unrealized 0.0%
EFG iShares MSCI EAFE Growth ETF 0.0%
Value ($000) $9 Shares 89 Est. Cost $101.12 Unrealized
EFAV iShares Edge MSCI Min Vol EAFE ETF 0.0%
Value ($000) $9 Shares 116 Est. Cost $77.59 Unrealized
BDCZ ETRACS Wells Fargo BUS DEV CO Index ETN SER B 0.0%
Value ($000) $8 Shares 476 Est. Cost $16.81 Unrealized
Grace W R & Co 0.0%
Value ($000) $8 Shares 150 Est. Cost $53.33 Unrealized
ALC Alcon Inc 0.0%
Value ($000) $8 Shares 116 Est. Cost $61.67 Unrealized 0.0%
Royal Dutch Shell PLC 0.0%
Value ($000) $8 Shares 229 Est. Cost $34.93 Unrealized
NWL Newell Brands Inc. 0.0%
Value ($000) $8 Shares 362 Est. Cost $15.57 Unrealized 0.0%
Neuberger Berman Municipal Fund 0.0%
Value ($000) $8 Shares 500 Est. Cost $16.00 Unrealized
MSI Motorola Solutions Inc 0.0%
Value ($000) $8 Shares 49 Est. Cost $157.30 Unrealized 0.0%
Centurylink Inc 0.0%
Value ($000) $7 Shares 683 Est. Cost $10.25 Unrealized
Jacobs Engineering Group Inc 0.0%
Value ($000) $7 Shares 60 Est. Cost $116.67 Unrealized
Global Med Reit Inc 0.0%
Value ($000) $7 Shares 500 Est. Cost $14.00 Unrealized
LVS Las Vegas Sands Corp 0.0%
Value ($000) $7 Shares 125 Est. Cost $50.91 Unrealized 0.0%
Nuveen Floating Rate Income Opportunity Fund 0.0%
Value ($000) $7 Shares 832 Est. Cost $8.41 Unrealized
SSYS Stratasys LTD 0.0%
Value ($000) $7 Shares 350 Est. Cost $16.05 Unrealized 0.0%
Wells Fargo Income Opportunities 0.0%
Value ($000) $6 Shares 750 Est. Cost $8.00 Unrealized
EEM IShares Msci Emerging Market 0.0%
Value ($000) $6 Shares 115 Est. Cost $52.17 Unrealized
CARR Carrier Global Corporation 0.0%
Value ($000) $6 Shares 150 Est. Cost $33.81 Unrealized 0.0%
FDX Fedex Corp 0.0%
Value ($000) $6 Shares 25 Est. Cost $251.15 Unrealized 0.0%
Viper Energy Partners LP 0.0%
Value ($000) $6 Shares 500 Est. Cost $12.00 Unrealized
DFIN Donnelley Financial Solution Inc 0.0%
Value ($000) $5 Shares 324 Est. Cost $15.46 Unrealized 0.0%
Eaton Vance LTD Duration Fund 0.0%
Value ($000) $5 Shares 428 Est. Cost $11.68 Unrealized
Nuveen Enhanced AMT Free Quality Muni Income 0.0%
Value ($000) $5 Shares 333 Est. Cost $15.02 Unrealized
IJS IShares S&P Smallcap 600 Value Index Fund 0.0%
Value ($000) $5 Shares 56 Est. Cost $89.29 Unrealized
PBT Permian Basin Royalty Trust 0.0%
Value ($000) $5 Shares 1,640 Est. Cost $3.05 Unrealized
FLR Fluor Corp 0.0%
Value ($000) $5 Shares 300 Est. Cost $14.16 Unrealized 0.0%
COF Capital One Financial Corp 0.0%
Value ($000) $5 Shares 50 Est. Cost $77.69 Unrealized 0.0%
BHP BHP Group LTD 0.0%
Value ($000) $5 Shares 79 Est. Cost $63.29 Unrealized
Change Healthcare Inc 0.0%
Value ($000) $4 Shares 228 Est. Cost $17.54 Unrealized
GCP Applied Technologies 0.0%
Value ($000) $4 Shares 150 Est. Cost $26.67 Unrealized
Clearbridge Energy Midstream 0.0%
Value ($000) $4 Shares 304 Est. Cost $13.16 Unrealized
Brookfield Infrastructure Corp 0.0%
Value ($000) $4 Shares 55 Est. Cost $72.73 Unrealized
KTB Kontoor Brands Inc. 0.0%
Value ($000) $4 Shares 109 Est. Cost $36.85 Unrealized 0.0%
First Trust Four Corners Senior Floating Rate 0.0%
Value ($000) $4 Shares 312 Est. Cost $12.82 Unrealized
Laboratory Corp of America Holdings 0.0%
Value ($000) $4 Shares 20 Est. Cost $200.00 Unrealized
AVNS Avanos Medical Inc 0.0%
Value ($000) $4 Shares 78 Est. Cost $41.62 Unrealized 0.0%
UBS UBS Group AG 0.0%
Value ($000) $4 Shares 310 Est. Cost $13.24 Unrealized 0.0%
BFH Alliance Data Systems Corp 0.0%
Value ($000) $4 Shares 60 Est. Cost $46.01 Unrealized 0.0%
PBF PBF Energy INC 0.0%
Value ($000) $3 Shares 490 Est. Cost $6.52 Unrealized 0.0%
OPITQ Office Properties Income TR 0.0%
Value ($000) $3 Shares 135 Est. Cost $22.22 Unrealized
CNOOC LTD 0.0%
Value ($000) $3 Shares 32 Est. Cost $93.75 Unrealized
Blackrock Enhanced Int'l Dividend Trust 0.0%
Value ($000) $3 Shares 500 Est. Cost $6.00 Unrealized
Donnelley R R & Sons Co 0.0%
Value ($000) $3 Shares 1,400 Est. Cost $2.14 Unrealized
HEXO CORP COM NPV 0.0%
Value ($000) $2 Shares 409 Est. Cost $4.89 Unrealized
NuStar Energy LP 0.0%
Value ($000) $2 Shares 114 Est. Cost $17.54 Unrealized
Perspecta 0.0%
Value ($000) $2 Shares 63 Est. Cost $31.75 Unrealized
IWB iShares Russell 1000 ETF 0.0%
Value ($000) $2 Shares 10 Est. Cost $200.00 Unrealized
IWO Ishares Russell 2000 Growth 0.0%
Value ($000) $2 Shares 8 Est. Cost $250.00 Unrealized
VYX NCR Corp New 0.0%
Value ($000) $2 Shares 40 Est. Cost $16.57 Unrealized 0.0%
Fly Leasing LTD 0.0%
Value ($000) $2 Shares 200 Est. Cost $10.00 Unrealized
Micro Focus International PLC ADR 0.0%
Value ($000) $1 Shares 170 Est. Cost $5.88 Unrealized
DXC DXC Technology Co 0.0%
Value ($000) $1 Shares 43 Est. Cost $21.34 Unrealized 0.0%
Arconic Rolled Products Corpor 0.0%
Value ($000) $1 Shares 41 Est. Cost $24.39 Unrealized
GNR SPDR S&P Global Natural Resources ETF 0.0%
Value ($000) $1 Shares 16 Est. Cost $62.50 Unrealized
IVZ Invesco LTD 0.0%
Value ($000) $1 Shares 41 Est. Cost $12.44 Unrealized 0.0%
American Internat'l Warrents Expire 01/19/21 0.0%
Value ($000) $0 Shares 13 Est. Cost Unrealized
OXY/WS Occidental Petroleum Corp WT Expire 08/03/27 0.0%
Value ($000) $0 Shares 83 Est. Cost Unrealized
BHF Brighthouse Financial Inc 0.0%
Value ($000) $0 Shares 9 Est. Cost $33.58 Unrealized 0.0%