CoreFirst Bank & Trust Diversified Active

CIK: 0001845199 · Show all filings

Period: Q3 2021 (← Previous) (Next →)

Filing Date: Nov 15, 2021

Total Value ($000): $144,282 (100.0% shares, 0.0% debt)

Holdings (445)

CL Colgate Palmolive Co 8.4%
Value ($000) $12,174 Shares 161,077 Est. Cost $73.42 Unrealized -2.4%
AAPL Apple Inc 7.6%
Value ($000) $10,956 Shares 77,423 Est. Cost $117.01 Unrealized +23.0%
MSFT Microsoft Corp 3.1%
Value ($000) $4,489 Shares 15,923 Est. Cost $206.04 Unrealized +36.3%
T AT&T Inc 2.5%
Value ($000) $3,574 Shares 132,349 Est. Cost $15.51 Unrealized +3.6%
JNJ Johnson & Johnson 2.0%
Value ($000) $2,952 Shares 18,282 Est. Cost $127.53 Unrealized +17.8%
PG Procter & Gamble Co 2.0%
Value ($000) $2,850 Shares 20,388 Est. Cost $123.28 Unrealized +3.2%
MCD McDonalds Corp 1.9%
Value ($000) $2,748 Shares 11,396 Est. Cost $193.55 Unrealized +11.5%
VZ Verizon Communications 1.9%
Value ($000) $2,723 Shares 50,426 Est. Cost $43.97 Unrealized -3.8%
XOM Exxon Mobil Corp 1.9%
Value ($000) $2,673 Shares 45,440 Est. Cost $30.91 Unrealized +56.7%
HD Home Depot Inc 1.8%
Value ($000) $2,599 Shares 7,918 Est. Cost $243.31 Unrealized +21.1%
LOW Lowes Cos Inc 1.6%
Value ($000) $2,290 Shares 11,290 Est. Cost $150.25 Unrealized +22.2%
JPM J P Morgan Chase & Co 1.4%
Value ($000) $2,009 Shares 12,276 Est. Cost $98.14 Unrealized +42.9%
PFE Pfizer Inc 1.4%
Value ($000) $1,955 Shares 45,433 Est. Cost $28.74 Unrealized +24.1%
DIS The Walt Disney Co 1.3%
Value ($000) $1,913 Shares 11,308 Est. Cost $141.52 Unrealized +23.1%
CVX Chevron Corp 1.3%
Value ($000) $1,904 Shares 18,772 Est. Cost $65.85 Unrealized +26.5%
EVRG Evergy Inc 1.3%
Value ($000) $1,805 Shares 29,024 Est. Cost $44.70 Unrealized +22.8%
NSC Norfolk Southern Corp 1.2%
Value ($000) $1,796 Shares 7,507 Est. Cost $204.73 Unrealized +14.0%
NKE Nike Inc 1.2%
Value ($000) $1,723 Shares 11,864 Est. Cost $125.19 Unrealized +21.9%
WMT Walmart Stores Inc 1.2%
Value ($000) $1,686 Shares 12,100 Est. Cost $45.03 Unrealized +1.0%
SPY Spdr Trust Series 1 1.0%
Value ($000) $1,502 Shares 3,500 Est. Cost $374.00 Unrealized
IRM Iron Mtn Inc New 1.0%
Value ($000) $1,481 Shares 34,080 Est. Cost $22.27 Unrealized +69.3%
KO Coca Cola Co 1.0%
Value ($000) $1,386 Shares 26,415 Est. Cost $44.27 Unrealized +10.2%
PEP PepsiCo Inc 0.9%
Value ($000) $1,265 Shares 8,413 Est. Cost $121.24 Unrealized +11.3%
AMGN Amgen Inc 0.8%
Value ($000) $1,198 Shares 5,633 Est. Cost $200.26 Unrealized -0.0%
IBM International Business Machines 0.8%
Value ($000) $1,186 Shares 8,538 Est. Cost $93.93 Unrealized +19.4%
F Ford Motor Co 0.8%
Value ($000) $1,116 Shares 78,792 Est. Cost $6.35 Unrealized +62.5%
NFLX Netflix Inc 0.8%
Value ($000) $1,116 Shares 1,830 Est. Cost $52.49 Unrealized +4.8%
WFC Wells Fargo & Co New 0.8%
Value ($000) $1,104 Shares 23,779 Est. Cost $23.04 Unrealized +80.5%
MRK Merck & Co., Inc 0.8%
Value ($000) $1,099 Shares 14,631 Est. Cost $64.91 Unrealized +1.9%
TXN Texas Instrs Inc 0.8%
Value ($000) $1,099 Shares 5,719 Est. Cost $135.39 Unrealized +24.1%
V Visa Inc 0.7%
Value ($000) $1,077 Shares 4,833 Est. Cost $201.15 Unrealized +12.8%
MO Altria Group Inc 0.7%
Value ($000) $1,050 Shares 23,068 Est. Cost $26.69 Unrealized +27.3%
PM Philip Morris International 0.7%
Value ($000) $1,032 Shares 10,889 Est. Cost $60.35 Unrealized +34.3%
ETN Eaton Corp PLC 0.7%
Value ($000) $1,029 Shares 6,888 Est. Cost $103.87 Unrealized +43.7%
DHR Danaher Corp Del 0.7%
Value ($000) $978 Shares 3,214 Est. Cost $196.17 Unrealized +36.0%
COP Conocophillips 0.7%
Value ($000) $976 Shares 14,398 Est. Cost $30.72 Unrealized +60.5%
AMZN Amazon Com Inc 0.7%
Value ($000) $950 Shares 289 Est. Cost $159.58 Unrealized +8.1%
UNH Unitedhealth Group Inc 0.7%
Value ($000) $948 Shares 2,425 Est. Cost $308.39 Unrealized +24.8%
BRK/B Berkshire Hathaway Inc Cl B 0.7%
Value ($000) $941 Shares 3,446 Est. Cost $220.20 Unrealized +27.5%
CAT Caterpillar Inc 0.6%
Value ($000) $936 Shares 4,875 Est. Cost $153.98 Unrealized +24.7%
ACN Accenture PLC Cl A 0.6%
Value ($000) $913 Shares 2,855 Est. Cost $232.26 Unrealized +31.5%
CSCO Cisco Sys Inc Com 0.6%
Value ($000) $821 Shares 15,077 Est. Cost $35.27 Unrealized +39.6%
SPGI S&P Global Inc 0.5%
Value ($000) $762 Shares 1,793 Est. Cost $342.41 Unrealized +22.0%
INTC Intel Corp 0.5%
Value ($000) $761 Shares 14,284 Est. Cost $44.31 Unrealized +12.4%
CI Cigna Corp 0.5%
Value ($000) $755 Shares 3,772 Est. Cost $179.43 Unrealized +11.9%
BMY Bristol Myers Squibb Co 0.5%
Value ($000) $720 Shares 12,159 Est. Cost $50.03 Unrealized +9.6%
VFC V F Corp 0.5%
Value ($000) $714 Shares 10,661 Est. Cost $79.91 Unrealized -4.0%
GOOG Alphabet Inc Cl C 0.5%
Value ($000) $699 Shares 262 Est. Cost $89.36 Unrealized +53.1%
FISV Fiserv Inc 0.5%
Value ($000) $694 Shares 6,400 Est. Cost $107.76 Unrealized +3.7%
RTX Raytheon Technologies Corp 0.5%
Value ($000) $692 Shares 8,061 Est. Cost $59.67 Unrealized +29.7%
SBUX Starbucks Corp 0.5%
Value ($000) $691 Shares 6,267 Est. Cost $85.15 Unrealized +24.1%
ABBV Abbvie Inc 0.5%
Value ($000) $675 Shares 6,256 Est. Cost $78.94 Unrealized +23.2%
TGT Target Corp 0.5%
Value ($000) $669 Shares 2,924 Est. Cost $147.51 Unrealized +49.1%
AXP American Express Co 0.4%
Value ($000) $631 Shares 3,766 Est. Cost $103.86 Unrealized +52.4%
GOOGL Alphabet Inc Cl A 0.4%
Value ($000) $625 Shares 234 Est. Cost $89.62 Unrealized +50.7%
ARKK ARK Innovation ETF 0.4%
Value ($000) $613 Shares 5,547 Est. Cost $119.60 Unrealized
SO Southern Co 0.4%
Value ($000) $581 Shares 9,374 Est. Cost $49.52 Unrealized +10.4%
KSS Kohls Corp 0.4%
Value ($000) $575 Shares 12,211 Est. Cost $29.09 Unrealized +83.7%
HON Honeywell Intl Inc 0.4%
Value ($000) $572 Shares 2,696 Est. Cost $165.20 Unrealized +17.8%
D Dominion Energy Inc 0.4%
Value ($000) $563 Shares 7,710 Est. Cost $63.42 Unrealized -1.6%
OKE ONEOK Inc. 0.4%
Value ($000) $551 Shares 9,509 Est. Cost $24.90 Unrealized +70.0%
INTU Intuit 0.4%
Value ($000) $540 Shares 1,000 Est. Cost $340.30 Unrealized +54.1%
ABT Abbott Labs 0.4%
Value ($000) $538 Shares 4,558 Est. Cost $99.26 Unrealized +14.3%
WY Weyerhaeuser Co 0.4%
Value ($000) $525 Shares 14,738 Est. Cost $24.49 Unrealized +18.2%
DUK Duke Energy Corp 0.4%
Value ($000) $511 Shares 5,234 Est. Cost $75.68 Unrealized +15.3%
POR Portland General Electric Co 0.3%
Value ($000) $503 Shares 10,714 Est. Cost $32.87 Unrealized +24.1%
CVS CVS Corp 0.3%
Value ($000) $496 Shares 5,845 Est. Cost $55.22 Unrealized +31.3%
DE Deere & Co 0.3%
Value ($000) $496 Shares 1,480 Est. Cost $232.12 Unrealized +46.2%
AMT American Tower Corp 0.3%
Value ($000) $495 Shares 1,865 Est. Cost $199.71 Unrealized +24.5%
HUN Huntsman Corp 0.3%
Value ($000) $494 Shares 16,709 Est. Cost $24.81 Unrealized +6.1%
COST Costco Whsl Corp New 0.3%
Value ($000) $486 Shares 1,082 Est. Cost $347.15 Unrealized +20.5%
MPC Marathon Petroleum Corp 0.3%
Value ($000) $481 Shares 7,778 Est. Cost $31.29 Unrealized +65.5%
UPS United Parcel Service Inc Cl B 0.3%
Value ($000) $481 Shares 2,642 Est. Cost $136.91 Unrealized +18.9%
NEE Nextera Energy Inc 0.3%
Value ($000) $480 Shares 6,118 Est. Cost $65.64 Unrealized +9.5%
Discover Financial Services 0.3%
Value ($000) $479 Shares 3,900 Est. Cost $92.12 Unrealized
GE General Electric Co 0.3%
Value ($000) $476 Shares 4,622 Est. Cost $62.95 Unrealized 0.0%
DVY Ishares Dow Jones Select Dividend Index Fund 0.3%
Value ($000) $465 Shares 4,049 Est. Cost $96.16 Unrealized
EMR Emerson Electric Co 0.3%
Value ($000) $460 Shares 4,886 Est. Cost $66.82 Unrealized +36.5%
GLW Corning Inc 0.3%
Value ($000) $459 Shares 12,602 Est. Cost $32.23 Unrealized +9.5%
BDX Becton Dickinson & Co 0.3%
Value ($000) $443 Shares 1,801 Est. Cost $214.58 Unrealized +6.3%
CMCSA Comcast Corp Cl A 0.3%
Value ($000) $438 Shares 7,826 Est. Cost $42.15 Unrealized +21.9%
CRM Salesforce.com Inc 0.3%
Value ($000) $426 Shares 1,569 Est. Cost $240.26 Unrealized +4.4%
CFFN Capitol Federal Financial Inc 0.3%
Value ($000) $426 Shares 37,074 Est. Cost $8.49 Unrealized -2.1%
LHX L3Harris Technologies 0.3%
Value ($000) $424 Shares 1,927 Est. Cost $164.87 Unrealized +26.0%
BRK/A Berkshire Hathaway Inc Cl A 0.3%
Value ($000) $411 Shares 1 Est. Cost $366657.40 Unrealized +15.3%
UNP Union Pac Corp 0.3%
Value ($000) $410 Shares 2,094 Est. Cost $178.06 Unrealized +9.6%
ALB Albemarle Corp 0.3%
Value ($000) $394 Shares 1,800 Est. Cost $111.68 Unrealized +81.2%
ORCL Oracle Corp 0.3%
Value ($000) $389 Shares 4,469 Est. Cost $55.51 Unrealized +50.1%
DOW Dow Inc. 0.3%
Value ($000) $381 Shares 6,631 Est. Cost $39.71 Unrealized +20.4%
ARKG ARK Genomic Revolution ETF 0.3%
Value ($000) $380 Shares 5,090 Est. Cost $84.81 Unrealized
LUV Southwest Airls Co 0.3%
Value ($000) $376 Shares 7,317 Est. Cost $42.96 Unrealized +9.4%
BAC Bank Of America Corporation 0.3%
Value ($000) $375 Shares 8,842 Est. Cost $23.66 Unrealized +52.5%
FI Enhanced Large Cap Growth 0.3%
Value ($000) $373 Shares 528 Est. Cost $553.03 Unrealized
NUE Nucor Corp 0.3%
Value ($000) $371 Shares 3,774 Est. Cost $47.42 Unrealized +109.4%
ADP Automatic Data Processing Inc 0.3%
Value ($000) $370 Shares 1,852 Est. Cost $147.45 Unrealized +27.3%
MDT Medtronic PLC 0.3%
Value ($000) $367 Shares 2,923 Est. Cost $95.08 Unrealized +19.3%
KMB Kimberly Clark Corp 0.2%
Value ($000) $347 Shares 2,622 Est. Cost $115.97 Unrealized -0.4%
BA Boeing Co 0.2%
Value ($000) $334 Shares 1,519 Est. Cost $192.90 Unrealized +15.6%
NOC Northrop Grumman Corp 0.2%
Value ($000) $331 Shares 920 Est. Cost $280.94 Unrealized +19.7%
CHD Church & Dwight Co Inc 0.2%
Value ($000) $330 Shares 4,000 Est. Cost $83.37 Unrealized -3.5%
ICE Intercontinental Exchange Inc 0.2%
Value ($000) $325 Shares 2,830 Est. Cost $97.11 Unrealized +15.3%
BAX Baxter International Inc 0.2%
Value ($000) $324 Shares 4,026 Est. Cost $71.03 Unrealized +0.8%
C Citigroup Inc 0.2%
Value ($000) $315 Shares 4,489 Est. Cost $42.37 Unrealized +40.9%
Virtus Allianzgi Equity & Conv Income Fd 0.2%
Value ($000) $313 Shares 10,618 Est. Cost $27.97 Unrealized
PSX Phillips 66 0.2%
Value ($000) $311 Shares 4,436 Est. Cost $47.97 Unrealized +27.6%
ARES ARES Management LP 0.2%
Value ($000) $302 Shares 4,090 Est. Cost $38.71 Unrealized +63.1%
NVO Novo-Nordisk A/S ADR 0.2%
Value ($000) $300 Shares 3,120 Est. Cost $69.90 Unrealized
THG Hanover Insurance Group Inc 0.2%
Value ($000) $291 Shares 2,247 Est. Cost $95.46 Unrealized +28.4%
WM Waste Mgmt Inc Del 0.2%
Value ($000) $285 Shares 1,908 Est. Cost $107.44 Unrealized +30.0%
ZBH Zimmer Biomet Holdings Inc 0.2%
Value ($000) $284 Shares 1,943 Est. Cost $135.38 Unrealized +4.6%
MET Metlife Inc 0.2%
Value ($000) $284 Shares 4,604 Est. Cost $37.28 Unrealized +41.4%
MDLZ Mondelez International Inc 0.2%
Value ($000) $281 Shares 4,822 Est. Cost $50.13 Unrealized +10.6%
MMM 3m Co 0.2%
Value ($000) $275 Shares 1,568 Est. Cost $117.52 Unrealized +16.9%
DD DuPont de Nemours Inc. 0.2%
Value ($000) $272 Shares 3,998 Est. Cost $23.71 Unrealized +19.6%
EW Edwards Lifescience Corp 0.2%
Value ($000) $272 Shares 2,400 Est. Cost $82.95 Unrealized +37.6%
AEE Ameren Corp 0.2%
Value ($000) $271 Shares 3,340 Est. Cost $68.86 Unrealized +8.7%
LEG Leggett & Platt Inc 0.2%
Value ($000) $266 Shares 5,924 Est. Cost $42.89 Unrealized +12.3%
EPD Enterprise Products Partners LP 0.2%
Value ($000) $255 Shares 11,774 Est. Cost $19.94 Unrealized
Bunge Limited 0.2%
Value ($000) $248 Shares 3,050 Est. Cost $65.57 Unrealized
LLY Lilly Eli & Co 0.2%
Value ($000) $231 Shares 1,000 Est. Cost $145.06 Unrealized +63.1%
KMI Kinder Morgan Inc 0.2%
Value ($000) $230 Shares 13,752 Est. Cost $9.94 Unrealized +33.5%
ALL Allstate Corp 0.2%
Value ($000) $229 Shares 1,796 Est. Cost $86.64 Unrealized +37.0%
CSX Csx Corp 0.2%
Value ($000) $224 Shares 7,536 Est. Cost $29.03 Unrealized +3.8%
GILD Gilead SCI Inc 0.2%
Value ($000) $223 Shares 3,199 Est. Cost $49.35 Unrealized +20.3%
NVS Novartis AG ADR 0.2%
Value ($000) $223 Shares 2,730 Est. Cost $91.43 Unrealized
Glaxosmithkline Plc Sponsored Adr 0.2%
Value ($000) $222 Shares 5,821 Est. Cost $36.76 Unrealized
XEL Xcel Energy Inc 0.2%
Value ($000) $222 Shares 3,559 Est. Cost $59.11 Unrealized -1.0%
OC Owens Corning 0.2%
Value ($000) $219 Shares 2,560 Est. Cost $72.87 Unrealized +29.0%
Lexington Realty Trust 0.1%
Value ($000) $214 Shares 16,822 Est. Cost $10.64 Unrealized
EXC Exelon Corp 0.1%
Value ($000) $212 Shares 4,378 Est. Cost $25.12 Unrealized +16.6%
Kellogg Co 0.1%
Value ($000) $211 Shares 3,299 Est. Cost $50.01 Unrealized +2.7%
CAG Conagra Brands Inc 0.1%
Value ($000) $210 Shares 6,197 Est. Cost $28.88 Unrealized -4.4%
AWK American Water Works Co Inc 0.1%
Value ($000) $208 Shares 1,230 Est. Cost $139.36 Unrealized +14.8%
AEP American Elec Pwr Inc 0.1%
Value ($000) $208 Shares 2,558 Est. Cost $72.00 Unrealized +3.3%
QQQJ Invesco Nasdaq Next Gen 100 ETF 0.1%
Value ($000) $206 Shares 6,220 Est. Cost $31.83 Unrealized
USB US Bancorp 0.1%
Value ($000) $204 Shares 3,425 Est. Cost $33.86 Unrealized +37.8%
Activision Blizzard Inc 0.1%
Value ($000) $204 Shares 2,640 Est. Cost $92.80 Unrealized
Walgreens Boots Alliance Inc 0.1%
Value ($000) $204 Shares 4,336 Est. Cost $39.81 Unrealized
FSLR First Solar Inc 0.1%
Value ($000) $198 Shares 2,070 Est. Cost $86.71 Unrealized +7.1%
ENB Enbridge Inc 0.1%
Value ($000) $188 Shares 4,713 Est. Cost $23.37 Unrealized +27.1%
SEM Select Medical Holding Co 0.1%
Value ($000) $181 Shares 5,008 Est. Cost $12.02 Unrealized +52.9%
SYK Stryker Corp 0.1%
Value ($000) $179 Shares 680 Est. Cost $214.57 Unrealized +18.9%
GIS General Mills Inc 0.1%
Value ($000) $175 Shares 2,918 Est. Cost $50.80 Unrealized +0.3%
HAL Halliburton Co 0.1%
Value ($000) $172 Shares 7,918 Est. Cost $14.16 Unrealized +32.8%
TSLA Tesla Inc 0.1%
Value ($000) $166 Shares 215 Est. Cost $198.85 Unrealized +18.4%
GS Goldman Sachs Group Inc. 0.1%
Value ($000) $165 Shares 436 Est. Cost $197.01 Unrealized +77.6%
AI Powered Equity Managers Trust ETF 0.1%
Value ($000) $165 Shares 4,000 Est. Cost $38.25 Unrealized
NTRS Northern Tr Corp 0.1%
Value ($000) $164 Shares 1,525 Est. Cost $75.32 Unrealized +31.3%
Xilinx Inc 0.1%
Value ($000) $162 Shares 1,070 Est. Cost $142.06 Unrealized
AB AllianceBernstein Holding LP 0.1%
Value ($000) $161 Shares 3,245 Est. Cost $37.24 Unrealized
CLX The Clorox Company 0.1%
Value ($000) $160 Shares 967 Est. Cost $176.37 Unrealized -15.3%
Summit Materials Inc 0.1%
Value ($000) $158 Shares 4,931 Est. Cost $20.08 Unrealized
TAK Takeda Pharmaceutic-SP 0.1%
Value ($000) $154 Shares 9,346 Est. Cost $17.42 Unrealized
O Realty Income Corp 0.1%
Value ($000) $154 Shares 2,380 Est. Cost $50.10 Unrealized +7.4%
MGM MGM Resorts International 0.1%
Value ($000) $151 Shares 3,500 Est. Cost $25.72 Unrealized +58.3%
Pioneer Natural Resources Co 0.1%
Value ($000) $141 Shares 845 Est. Cost $113.61 Unrealized
OGS One Gas Inc 0.1%
Value ($000) $139 Shares 2,196 Est. Cost $75.58 Unrealized -5.7%
IVV Ishares S&P 500 Index Fund 0.1%
Value ($000) $138 Shares 321 Est. Cost $418.52 Unrealized
IWS Ishares Russell Midcap Value Index Fund 0.1%
Value ($000) $130 Shares 1,152 Est. Cost $97.22 Unrealized
Amcor PLC 0.1%
Value ($000) $130 Shares 11,220 Est. Cost $9.23 Unrealized +7.7%
DIA MFC SPDR Dow Jones Industrial Average ETF Tr 0.1%
Value ($000) $128 Shares 380 Est. Cost $307.89 Unrealized
BIIB Biogen Idec Inc 0.1%
Value ($000) $127 Shares 450 Est. Cost $259.08 Unrealized +26.5%
PAYX Paychex Inc 0.1%
Value ($000) $124 Shares 1,100 Est. Cost $76.93 Unrealized +29.1%
LMT Lockheed Martin Corp 0.1%
Value ($000) $124 Shares 358 Est. Cost $318.96 Unrealized +0.6%
IWP Ishares Russell Midcap Growth 0.1%
Value ($000) $123 Shares 1,096 Est. Cost $103.10 Unrealized
CNI Canadian National Railway Co 0.1%
Value ($000) $122 Shares 1,059 Est. Cost $97.95 Unrealized +3.7%
WMB Williams Companies Inc 0.1%
Value ($000) $122 Shares 4,694 Est. Cost $15.63 Unrealized +30.5%
CCEP Coca Cola European Partners 0.1%
Value ($000) $122 Shares 2,210 Est. Cost $35.98 Unrealized +42.4%
META Facebook Inc 0.1%
Value ($000) $120 Shares 352 Est. Cost $270.87 Unrealized +32.0%
STBA S & T Bancorp Inc 0.1%
Value ($000) $118 Shares 4,000 Est. Cost $22.08 Unrealized +33.5%
GD General Dynamics Corp 0.1%
Value ($000) $118 Shares 601 Est. Cost $130.64 Unrealized +36.7%
CTVA Corteva Inc. 0.1%
Value ($000) $118 Shares 2,816 Est. Cost $33.76 Unrealized +22.1%
DRIV Global X Autonomous & Elec ETF 0.1%
Value ($000) $117 Shares 4,280 Est. Cost $26.81 Unrealized
CB Chubb Limited 0.1%
Value ($000) $117 Shares 675 Est. Cost $130.07 Unrealized +26.9%
YUM Yum! Brands Inc 0.1%
Value ($000) $115 Shares 940 Est. Cost $92.76 Unrealized +25.9%
MDC Holdings Inc 0.1%
Value ($000) $113 Shares 2,410 Est. Cost $49.59 Unrealized
NOV NOV Inc Com 0.1%
Value ($000) $113 Shares 8,620 Est. Cost $14.51 Unrealized -7.0%
PPG PPG Industries Inc 0.1%
Value ($000) $110 Shares 772 Est. Cost $125.98 Unrealized +16.5%
Twitter Inc 0.1%
Value ($000) $109 Shares 1,814 Est. Cost $53.99 Unrealized
Nuveen Preferred Income Opportunities Fund 0.1%
Value ($000) $106 Shares 10,746 Est. Cost $9.51 Unrealized
JBHT Hunt (Jb)transportation Svcs Inc 0.1%
Value ($000) $105 Shares 626 Est. Cost $126.49 Unrealized +29.4%
QQQ Invesco QQQ Trust Series I 0.1%
Value ($000) $104 Shares 290 Est. Cost $313.79 Unrealized
Nuveen Multi-Strategy Income & Growth Fund 2 0.1%
Value ($000) $103 Shares 15,684 Est. Cost $6.31 Unrealized
IWN Ishares Russell 2000 Value Index Fund 0.1%
Value ($000) $103 Shares 644 Est. Cost $131.99 Unrealized
DEO Diageo Plc 0.1%
Value ($000) $102 Shares 528 Est. Cost $159.09 Unrealized
ORI Old Rep Intl Corp 0.1%
Value ($000) $96 Shares 4,144 Est. Cost $11.18 Unrealized +54.7%
XYL Xylem Inc 0.1%
Value ($000) $96 Shares 780 Est. Cost $88.59 Unrealized +37.9%
FDX Fedex Corp 0.1%
Value ($000) $95 Shares 435 Est. Cost $235.17 Unrealized +5.4%
TM Toyota Motor Corp 0.1%
Value ($000) $94 Shares 526 Est. Cost $153.99 Unrealized
UI Ubiquiti Inc 0.1%
Value ($000) $93 Shares 310 Est. Cost $230.03 Unrealized +34.3%
MDIV First Tr Multi Asset Diversified Income Index 0.1%
Value ($000) $93 Shares 5,700 Est. Cost $15.09 Unrealized
FE Firstenergy Corp 0.1%
Value ($000) $92 Shares 2,582 Est. Cost $25.87 Unrealized +22.8%
LW Lamb Weston Holding Inc 0.1%
Value ($000) $92 Shares 1,497 Est. Cost $66.96 Unrealized -6.1%
RSG Republic Services Inc 0.1%
Value ($000) $90 Shares 750 Est. Cost $88.75 Unrealized +27.3%
AMP Ameriprise Financial Inc 0.1%
Value ($000) $89 Shares 337 Est. Cost $165.41 Unrealized +48.2%
DAR Darling Ingredients Inc. 0.1%
Value ($000) $86 Shares 1,200 Est. Cost $47.78 Unrealized +49.8%
MAS Masco Corp 0.1%
Value ($000) $86 Shares 1,550 Est. Cost $50.31 Unrealized +8.6%
AZN AstraZeneca PLC ADR 0.1%
Value ($000) $84 Shares 1,399 Est. Cost $50.04 Unrealized
VLUE iShares Edge MSCI USA Value ETF 0.1%
Value ($000) $82 Shares 819 Est. Cost $86.69 Unrealized
WELL Welltower Inc 0.1%
Value ($000) $82 Shares 1,000 Est. Cost $52.89 Unrealized +45.2%
MS Morgan Stanley Com New 0.1%
Value ($000) $79 Shares 811 Est. Cost $48.82 Unrealized +75.6%
KEY Keycorp New 0.1%
Value ($000) $78 Shares 3,591 Est. Cost $11.38 Unrealized +42.6%
NXPI NXP Semiconductors 0.1%
Value ($000) $78 Shares 400 Est. Cost $134.81 Unrealized +42.1%
RWT Redwood Trust Inc 0.1%
Value ($000) $78 Shares 6,032 Est. Cost $8.78 Unrealized
OTIS Otis Worldwide Corp 0.1%
Value ($000) $76 Shares 918 Est. Cost $62.14 Unrealized +32.2%
NVDA Nvidia Corp 0.1%
Value ($000) $76 Shares 368 Est. Cost $18.88 Unrealized +9.8%
Evoqua Water Technologies Corp 0.1%
Value ($000) $75 Shares 2,000 Est. Cost $26.50 Unrealized
PAA Plains All American Pipeline LP 0.1%
Value ($000) $75 Shares 7,333 Est. Cost $9.60 Unrealized
ES Eversource Energy 0.1%
Value ($000) $74 Shares 907 Est. Cost $70.27 Unrealized +3.7%
IWD IShares Russell 1000 Value 0.1%
Value ($000) $73 Shares 469 Est. Cost $141.87 Unrealized
CAH Cardinal Health Inc 0.0%
Value ($000) $72 Shares 1,452 Est. Cost $45.57 Unrealized +7.3%
IXUS Ishares Core International Stock ETF 0.0%
Value ($000) $72 Shares 1,020 Est. Cost $73.53 Unrealized
EL Estee Lauder Cl A 0.0%
Value ($000) $72 Shares 241 Est. Cost $223.63 Unrealized +36.5%
KIM Kimco Realty Corp 0.0%
Value ($000) $71 Shares 3,395 Est. Cost $10.60 Unrealized +65.9%
IVW IShares S&P 500 Growth Index Fund 0.0%
Value ($000) $71 Shares 956 Est. Cost $73.22 Unrealized
BTI British American Tobacco ADR 0.0%
Value ($000) $70 Shares 1,973 Est. Cost $37.11 Unrealized
IWF Ishares Russell 1000 Growth 0.0%
Value ($000) $69 Shares 250 Est. Cost $240.00 Unrealized
INN Summit Hotel Properties Inc 0.0%
Value ($000) $69 Shares 7,211 Est. Cost $9.01 Unrealized
OGE OGE 0.0%
Value ($000) $66 Shares 2,000 Est. Cost $32.31 Unrealized +6.9%
MU Micron Technology Inc 0.0%
Value ($000) $65 Shares 920 Est. Cost $82.62 Unrealized -11.3%
TJX TJX Companies Inc 0.0%
Value ($000) $65 Shares 982 Est. Cost $56.47 Unrealized +15.9%
CNK Cinemark Holdings Inc 0.0%
Value ($000) $65 Shares 3,402 Est. Cost $12.42 Unrealized +35.2%
UBS FI Enhanced Europe 50 0.0%
Value ($000) $65 Shares 357 Est. Cost $156.86 Unrealized
EAT Brinker International Inc 0.0%
Value ($000) $65 Shares 1,320 Est. Cost $51.89 Unrealized +4.8%
MAR Marriott Intl Inc 0.0%
Value ($000) $64 Shares 430 Est. Cost $117.39 Unrealized +14.7%
SYY Sysco Corp 0.0%
Value ($000) $63 Shares 805 Est. Cost $60.02 Unrealized +12.9%
MDXG MiMedx Group Inc 0.0%
Value ($000) $62 Shares 10,300 Est. Cost $6.88 Unrealized +63.8%
HBAN Huntington Bancshares Inc 0.0%
Value ($000) $62 Shares 4,006 Est. Cost $9.01 Unrealized +33.7%
GPC Genuine Parts Co 0.0%
Value ($000) $61 Shares 500 Est. Cost $84.80 Unrealized +30.3%
Invesco Value Municipal Inco 0.0%
Value ($000) $61 Shares 3,714 Est. Cost $16.42 Unrealized
BK Bank New York Mellon Corp 0.0%
Value ($000) $61 Shares 1,170 Est. Cost $33.17 Unrealized +38.3%
Voya Emerging Mkts High Divid 0.0%
Value ($000) $59 Shares 8,022 Est. Cost $7.23 Unrealized
Nuveen Muni High Income Opportunity Fund 0.0%
Value ($000) $59 Shares 3,992 Est. Cost $14.56 Unrealized
MA Mastercard Inc 0.0%
Value ($000) $59 Shares 170 Est. Cost $332.89 Unrealized +6.6%
ENPH Enphase Energy Inc 0.0%
Value ($000) $57 Shares 380 Est. Cost $175.19 Unrealized -2.1%
A Agilent Technologies Inc 0.0%
Value ($000) $57 Shares 360 Est. Cost $119.66 Unrealized +31.3%
OHI Omega Healthcare Investors 0.0%
Value ($000) $57 Shares 1,893 Est. Cost $34.78 Unrealized
TMO Thermo Fisher Scientific Inc 0.0%
Value ($000) $57 Shares 100 Est. Cost $471.13 Unrealized +15.1%
ING Ing Groep N.B. Adr 0.0%
Value ($000) $57 Shares 3,919 Est. Cost $9.44 Unrealized
Western Asset Intermediate 0.0%
Value ($000) $56 Shares 5,694 Est. Cost $9.31 Unrealized
YUMC Yum China Holdings Inc 0.0%
Value ($000) $55 Shares 940 Est. Cost $56.16 Unrealized +9.5%
NVST Envista Holdings Corp 0.0%
Value ($000) $55 Shares 1,314 Est. Cost $28.99 Unrealized +45.5%
Medallia Inc 0.0%
Value ($000) $55 Shares 1,620 Est. Cost $33.95 Unrealized
XMHIX Pioneer Mun High Income Fund Inc 0.0%
Value ($000) $55 Shares 4,574 Est. Cost $12.46 Unrealized
IJH iShares S&P MidCap 400 0.0%
Value ($000) $54 Shares 205 Est. Cost $263.41 Unrealized
TE Connectivity LTD 0.0%
Value ($000) $54 Shares 390 Est. Cost $128.21 Unrealized
ARW Arrow Electrs Inc 0.0%
Value ($000) $54 Shares 483 Est. Cost $88.50 Unrealized +30.6%
Eaton Vance Enhanced Equity Income II 0.0%
Value ($000) $53 Shares 2,299 Est. Cost $21.75 Unrealized
Nuveen Floating Rate Income 0.0%
Value ($000) $53 Shares 5,298 Est. Cost $8.68 Unrealized
PEG Public Svc Enterprise Group 0.0%
Value ($000) $53 Shares 864 Est. Cost $48.92 Unrealized +10.1%
IVE Ishares S&P 500 Value Index Fund 0.0%
Value ($000) $52 Shares 355 Est. Cost $146.48 Unrealized
HMC Honda Motor Co. 0.0%
Value ($000) $52 Shares 1,680 Est. Cost $27.98 Unrealized
Nuveen Amt Free Muni Credit Income Fund 0.0%
Value ($000) $51 Shares 3,002 Est. Cost $16.99 Unrealized
Eaton Vance Tax Managed Diversified Equity 0.0%
Value ($000) $51 Shares 3,625 Est. Cost $12.14 Unrealized
EFA IShares Msci Eafe Index Fund 0.0%
Value ($000) $51 Shares 658 Est. Cost $72.95 Unrealized
CDK Global Inc 0.0%
Value ($000) $50 Shares 1,179 Est. Cost $51.74 Unrealized
Nuveen NASDAQ 100 Dynamic Overwrite Fund 0.0%
Value ($000) $50 Shares 1,754 Est. Cost $26.23 Unrealized
Tekla Healthcare Invs Sh Ben Int 0.0%
Value ($000) $49 Shares 1,926 Est. Cost $23.87 Unrealized
MPT Medical Properties Trust Inc 0.0%
Value ($000) $48 Shares 2,400 Est. Cost $21.67 Unrealized
HPQ HP Inc 0.0%
Value ($000) $47 Shares 1,704 Est. Cost $17.61 Unrealized +39.7%
VOD Vodafone Group PLC - ADR 0.0%
Value ($000) $47 Shares 2,996 Est. Cost $17.39 Unrealized
Blackrock Inc 0.0%
Value ($000) $47 Shares 56 Est. Cost $724.14 Unrealized
Triton International Ltd 0.0%
Value ($000) $46 Shares 883 Est. Cost $48.84 Unrealized
MFS Investment Grade Municipal 0.0%
Value ($000) $46 Shares 4,610 Est. Cost $9.76 Unrealized
HSY Hershey Company 0.0%
Value ($000) $46 Shares 270 Est. Cost $130.99 Unrealized +21.2%
FRCB First Republic Bank San Francisco CA 0.0%
Value ($000) $46 Shares 238 Est. Cost $128.36 Unrealized +51.7%
ROST Ross Stores Inc 0.0%
Value ($000) $44 Shares 402 Est. Cost $99.15 Unrealized +14.9%
Nuveen S&P 500 Buy-Write Income Fd 0.0%
Value ($000) $44 Shares 3,110 Est. Cost $12.86 Unrealized
UBSI United Bankshares Inc 0.0%
Value ($000) $44 Shares 1,200 Est. Cost $28.24 Unrealized +23.8%
Nuveen Quality Preferred II 0.0%
Value ($000) $43 Shares 4,417 Est. Cost $9.74 Unrealized
ARKQ ARK Autonomous Technology & Robotics ETF 0.0%
Value ($000) $43 Shares 550 Est. Cost $83.64 Unrealized
PFG Principal Financial Group 0.0%
Value ($000) $42 Shares 655 Est. Cost $37.97 Unrealized +44.3%
SFIX Stitch Fix Inc 0.0%
Value ($000) $42 Shares 1,040 Est. Cost $42.79 Unrealized +9.3%
GEF Greif Inc 0.0%
Value ($000) $41 Shares 633 Est. Cost $38.30 Unrealized +39.9%
Cohen & Steers Infrastructure Fd 0.0%
Value ($000) $41 Shares 1,522 Est. Cost $25.62 Unrealized
ARRY Array Technologies Inc 0.0%
Value ($000) $41 Shares 2,200 Est. Cost $34.27 Unrealized -51.6%
Eaton Vance Tax Managed Global Income Fund 0.0%
Value ($000) $40 Shares 4,000 Est. Cost $8.75 Unrealized
EOG Eog Res Inc 0.0%
Value ($000) $40 Shares 500 Est. Cost $34.11 Unrealized +72.5%
IEX Idex Corp 0.0%
Value ($000) $40 Shares 191 Est. Cost $178.73 Unrealized +17.6%
EQIX Equinix Inc 0.0%
Value ($000) $40 Shares 50 Est. Cost $624.54 Unrealized +22.0%
AgEagle Aerial Systems, Inc 0.0%
Value ($000) $38 Shares 12,500 Est. Cost $4.64 Unrealized
ARCC Ares Capital Corp 0.0%
Value ($000) $38 Shares 1,880 Est. Cost $9.58 Unrealized +37.9%
ADM Archer-Daniels Midland Co 0.0%
Value ($000) $38 Shares 625 Est. Cost $42.82 Unrealized +23.7%
Magellan Midstream Partners LP 0.0%
Value ($000) $38 Shares 840 Est. Cost $42.86 Unrealized
Nuveen Muni Credit Income Fund 0.0%
Value ($000) $37 Shares 2,237 Est. Cost $16.12 Unrealized
Unilever PLC 0.0%
Value ($000) $37 Shares 678 Est. Cost $60.47 Unrealized
VIG Vanguard Dividend Appreciation ETF 0.0%
Value ($000) $37 Shares 240 Est. Cost $154.17 Unrealized
KR Kroger Co 0.0%
Value ($000) $37 Shares 918 Est. Cost $29.06 Unrealized +31.6%
TDC Teradata Corp 0.0%
Value ($000) $37 Shares 650 Est. Cost $21.45 Unrealized +140.3%
Pimco High Income Fund 0.0%
Value ($000) $35 Shares 5,500 Est. Cost $6.73 Unrealized
UHT Universal Health Realty Income Trust 0.0%
Value ($000) $35 Shares 640 Est. Cost $64.06 Unrealized
Wells Fargo Multi Sector Income Fund 0.0%
Value ($000) $35 Shares 2,567 Est. Cost $12.08 Unrealized
MDY SPDR S&P Midcap 400 ETF 0.0%
Value ($000) $34 Shares 70 Est. Cost $414.29 Unrealized
RIO Rio Tinto Plc - Spon Adr 0.0%
Value ($000) $33 Shares 500 Est. Cost $76.00 Unrealized
IJR Ishares S&P Smallcap 600 0.0%
Value ($000) $33 Shares 300 Est. Cost $113.33 Unrealized
KHC Kraft Heinz Co 0.0%
Value ($000) $33 Shares 899 Est. Cost $25.55 Unrealized +19.5%
ED Consolidated Edison Inc 0.0%
Value ($000) $33 Shares 460 Est. Cost $64.61 Unrealized -0.9%
ADC Agree Realty Corporation 0.0%
Value ($000) $33 Shares 500 Est. Cost $66.00 Unrealized
EEFT Euronet Worldwide Inc 0.0%
Value ($000) $32 Shares 249 Est. Cost $116.41 Unrealized +13.9%
URI United Rentals Inc 0.0%
Value ($000) $32 Shares 90 Est. Cost $274.28 Unrealized +18.5%
SRE Sempra Energy 0.0%
Value ($000) $32 Shares 250 Est. Cost $54.48 Unrealized +5.1%
GRMN Garmin LTD 0.0%
Value ($000) $32 Shares 206 Est. Cost $98.98 Unrealized +48.9%
TFC Truist Financial Corp 0.0%
Value ($000) $32 Shares 553 Est. Cost $35.66 Unrealized +26.5%
BP BP P.L.C. Adr 0.0%
Value ($000) $31 Shares 1,113 Est. Cost $20.66 Unrealized
ROP Roper Technologies 0.0%
Value ($000) $31 Shares 69 Est. Cost $398.27 Unrealized +17.1%
XMUIX BLACKROCK MUNICIPAL INCOME FUND INC 0.0%
Value ($000) $30 Shares 2,000 Est. Cost $15.00 Unrealized
Thomson Reuters Corp 0.0%
Value ($000) $30 Shares 270 Est. Cost $81.82 Unrealized
Interpublic Group Of Co 0.0%
Value ($000) $30 Shares 828 Est. Cost $17.29 Unrealized +75.5%
JAZZ Jazz Pharmaceuticals PLC 0.0%
Value ($000) $29 Shares 225 Est. Cost $148.94 Unrealized +1.4%
IP Intl Paper Co 0.0%
Value ($000) $29 Shares 515 Est. Cost $35.85 Unrealized +28.0%
Invesco Municipal Trust 0.0%
Value ($000) $29 Shares 2,200 Est. Cost $13.18 Unrealized
HSBC HSBC Holdings Plc Adr 0.0%
Value ($000) $29 Shares 1,108 Est. Cost $26.17 Unrealized
HXL Hexcel Corp 0.0%
Value ($000) $29 Shares 489 Est. Cost $43.54 Unrealized +32.5%
John Hancock Preferred Income III 0.0%
Value ($000) $28 Shares 1,500 Est. Cost $17.33 Unrealized
VTR Ventas Inc 0.0%
Value ($000) $28 Shares 500 Est. Cost $38.61 Unrealized +27.1%
BIP Brookfield Infrastructure LP 0.0%
Value ($000) $28 Shares 500 Est. Cost $50.00 Unrealized
M Macy's Inc 0.0%
Value ($000) $28 Shares 1,235 Est. Cost $8.56 Unrealized +133.7%
OTTR Otter Tail 0.0%
Value ($000) $28 Shares 500 Est. Cost $35.50 Unrealized +33.4%
TRMB Trimble Inc 0.0%
Value ($000) $28 Shares 340 Est. Cost $72.23 Unrealized +21.6%
NEM Newmont Mining Corp 0.0%
Value ($000) $27 Shares 500 Est. Cost $52.35 Unrealized -1.9%
NTR Nutrien LTD 0.0%
Value ($000) $27 Shares 420 Est. Cost $37.68 Unrealized +41.9%
MFC Manulife Financial Corp (Cdn) 0.0%
Value ($000) $27 Shares 1,390 Est. Cost $15.96 Unrealized +21.8%
DELL Dell Technologies Inc. 0.0%
Value ($000) $26 Shares 251 Est. Cost $31.93 Unrealized +43.1%
VIACOMCBS INC Class B 0.0%
Value ($000) $26 Shares 660 Est. Cost $37.88 Unrealized
LYB Lyondellbasel Industries 0.0%
Value ($000) $26 Shares 280 Est. Cost $57.51 Unrealized +24.2%
QUAL ishares Edge MSCI USA Quality Factor ETF 0.0%
Value ($000) $26 Shares 198 Est. Cost $116.16 Unrealized
WAB Wabtec Corp 0.0%
Value ($000) $25 Shares 292 Est. Cost $66.42 Unrealized +26.5%
RWX SPDR Dow Jones International Real Estate 0.0%
Value ($000) $25 Shares 713 Est. Cost $33.66 Unrealized
MRCC Monroe Cap Corp 0.0%
Value ($000) $25 Shares 2,400 Est. Cost $4.18 Unrealized +50.9%
WPC W P Carey Inc 0.0%
Value ($000) $24 Shares 330 Est. Cost $69.70 Unrealized
HPE Hewlett Packard Enterprise Co 0.0%
Value ($000) $24 Shares 1,704 Est. Cost $8.99 Unrealized +41.0%
CC Chemours Co 0.0%
Value ($000) $24 Shares 841 Est. Cost $19.82 Unrealized +39.7%
MCK McKesson Corp 0.0%
Value ($000) $23 Shares 117 Est. Cost $161.42 Unrealized +20.9%
Federated Hermes Premier Municipal 0.0%
Value ($000) $23 Shares 1,520 Est. Cost $14.47 Unrealized
PFF IShares U.S. Preferred Stock ETF 0.0%
Value ($000) $23 Shares 600 Est. Cost $38.33 Unrealized
John Hancock Preferred Income Fund 0.0%
Value ($000) $22 Shares 1,000 Est. Cost $20.00 Unrealized
John Hancock Preferred Income Fund II 0.0%
Value ($000) $22 Shares 1,000 Est. Cost $19.00 Unrealized
SEIC SEI Investments Company 0.0%
Value ($000) $22 Shares 373 Est. Cost $50.82 Unrealized +13.1%
BEN Franklin Resources Inc 0.0%
Value ($000) $22 Shares 750 Est. Cost $17.35 Unrealized +43.9%
WHR Whirlpool Corp 0.0%
Value ($000) $22 Shares 110 Est. Cost $191.55 Unrealized +14.5%
CNXC Concentrix Corp 0.0%
Value ($000) $22 Shares 126 Est. Cost $90.48 Unrealized +69.7%
ET Energy Transfer Lp 0.0%
Value ($000) $22 Shares 2,345 Est. Cost $5.97 Unrealized
ADSK Autodesk Inc 0.0%
Value ($000) $21 Shares 73 Est. Cost $263.53 Unrealized +16.1%
MFS High Income Municipal Trust 0.0%
Value ($000) $21 Shares 4,000 Est. Cost $5.00 Unrealized
AAL American Airlines Group Inc 0.0%
Value ($000) $21 Shares 1,000 Est. Cost $13.86 Unrealized +46.3%
Citrix Sys Inc 0.0%
Value ($000) $21 Shares 200 Est. Cost $130.00 Unrealized
GLP Global Partners LP 0.0%
Value ($000) $21 Shares 1,000 Est. Cost $17.00 Unrealized
HTGC Hercules Capital Inc 0.0%
Value ($000) $20 Shares 1,226 Est. Cost $12.73 Unrealized +33.6%
CCI Crown Castle Intl Corp 0.0%
Value ($000) $20 Shares 115 Est. Cost $127.80 Unrealized +22.0%
MUFG Mitsubishi UFJ Financial Group 0.0%
Value ($000) $20 Shares 3,436 Est. Cost $4.37 Unrealized
PYPL Paypal Holdings Inc 0.0%
Value ($000) $20 Shares 75 Est. Cost $218.78 Unrealized +29.4%
DEM Wisdomtree Emerging Markets High DVD Fund 0.0%
Value ($000) $19 Shares 430 Est. Cost $41.86 Unrealized
SAP SAP AG 0.0%
Value ($000) $18 Shares 136 Est. Cost $132.35 Unrealized
FOXA Fox Corp CL A 0.0%
Value ($000) $18 Shares 450 Est. Cost $26.17 Unrealized +32.9%
IJJ Ishares S&P Midcap 400 Value Index Fund 0.0%
Value ($000) $18 Shares 176 Est. Cost $85.23 Unrealized
PSA Public Storage 0.0%
Value ($000) $18 Shares 60 Est. Cost $183.60 Unrealized +40.1%
Physicians Realty Trust 0.0%
Value ($000) $18 Shares 1,000 Est. Cost $18.00 Unrealized
OXY Occidental Pete Corp Del 0.0%
Value ($000) $18 Shares 600 Est. Cost $12.92 Unrealized +94.9%
Steelcase Inc 0.0%
Value ($000) $17 Shares 1,305 Est. Cost $13.79 Unrealized
NTB Bank of N.T. Butterfield & Son 0.0%
Value ($000) $17 Shares 465 Est. Cost $27.07 Unrealized 0.0%
TRP TC Energy Corp 0.0%
Value ($000) $17 Shares 350 Est. Cost $34.41 Unrealized +12.2%
CME CME Group Inc 0.0%
Value ($000) $16 Shares 85 Est. Cost $138.43 Unrealized +22.2%
PRU Prudential Financial Inc 0.0%
Value ($000) $16 Shares 150 Est. Cost $58.92 Unrealized +41.6%
NGG National Grid PLC 0.0%
Value ($000) $16 Shares 266 Est. Cost $60.15 Unrealized
DAL Delta Air Lines Inc 0.0%
Value ($000) $15 Shares 359 Est. Cost $35.38 Unrealized +12.2%
Eaton Vance Tax-Mgd Buy-Write Opp Fd 0.0%
Value ($000) $15 Shares 937 Est. Cost $14.94 Unrealized
SCZ iShares MSCI EAFE Small-Cap ETF 0.0%
Value ($000) $15 Shares 199 Est. Cost $70.35 Unrealized
GTY Getty Realty Corp 0.0%
Value ($000) $15 Shares 500 Est. Cost $28.00 Unrealized
GUNR FlexShare Global Upstream Nat Res ETF 0.0%
Value ($000) $14 Shares 379 Est. Cost $31.66 Unrealized
SPG Simon Property Group Inc 0.0%
Value ($000) $14 Shares 110 Est. Cost $57.65 Unrealized +77.4%
BUD Anheuser-Busch Inbev 0.0%
Value ($000) $14 Shares 243 Est. Cost $69.96 Unrealized
APAM Artisan Partners Asset MA-A 0.0%
Value ($000) $14 Shares 295 Est. Cost $34.04 Unrealized 0.0%
SNX Synnex Corp 0.0%
Value ($000) $13 Shares 126 Est. Cost $71.59 Unrealized +57.3%
QCOM Qualcomm Inc 0.0%
Value ($000) $13 Shares 97 Est. Cost $128.84 Unrealized 0.0%
Blackrock Enhanced Equity Dividend Trust 0.0%
Value ($000) $13 Shares 1,364 Est. Cost $8.80 Unrealized
CVY Invesco ETF Zacks Multi-Asset Income Fund 0.0%
Value ($000) $13 Shares 545 Est. Cost $20.18 Unrealized
Nuveen Municipal Income Fund 0.0%
Value ($000) $12 Shares 1,000 Est. Cost $11.00 Unrealized
Eaton Vance Risk Managed Diversified Equity 0.0%
Value ($000) $12 Shares 1,125 Est. Cost $10.67 Unrealized
FMS Fresenius Medical Care AG & Co 0.0%
Value ($000) $12 Shares 331 Est. Cost $37.47 Unrealized
Equitrans Midstream Corp 0.0%
Value ($000) $12 Shares 1,220 Est. Cost $8.20 Unrealized
Wells Fargo Global DVD Opportunity 0.0%
Value ($000) $12 Shares 2,239 Est. Cost $4.91 Unrealized
Viper Energy Partners LP 0.0%
Value ($000) $11 Shares 500 Est. Cost $12.00 Unrealized
IEMG iShares Core MSCI Emerging Markets ETF 0.0%
Value ($000) $11 Shares 175 Est. Cost $62.86 Unrealized
LYTS LSI Industries Inc 0.0%
Value ($000) $11 Shares 1,385 Est. Cost $7.70 Unrealized -1.0%
IJT IShares S&P Smallcap 600 Growth Index Fund 0.0%
Value ($000) $11 Shares 86 Est. Cost $116.28 Unrealized
BKR Baker Hughes A GE 0.0%
Value ($000) $11 Shares 425 Est. Cost $15.41 Unrealized +29.9%
DFIN Donnelley Financial Solution Inc 0.0%
Value ($000) $11 Shares 324 Est. Cost $15.46 Unrealized +113.5%
MSI Motorola Solutions Inc 0.0%
Value ($000) $11 Shares 49 Est. Cost $157.30 Unrealized +39.9%
IJK iShares S&P Mid-Cap 400 Growth ETF 0.0%
Value ($000) $10 Shares 132 Est. Cost $75.76 Unrealized
Royal Dutch Shell PLC 0.0%
Value ($000) $10 Shares 229 Est. Cost $34.93 Unrealized
SWK Stanley Black & Decker Inc 0.0%
Value ($000) $10 Shares 59 Est. Cost $150.00 Unrealized +11.1%
EFAV iShares Edge MSCI Min Vol EAFE ETF 0.0%
Value ($000) $9 Shares 116 Est. Cost $77.59 Unrealized
EFG iShares MSCI EAFE Growth ETF 0.0%
Value ($000) $9 Shares 89 Est. Cost $101.12 Unrealized
BDCZ ETRACS Wells Fargo BUS DEV CO Index ETN SER B 0.0%
Value ($000) $9 Shares 476 Est. Cost $16.81 Unrealized
Annaly Mortgage Management 0.0%
Value ($000) $9 Shares 1,016 Est. Cost $8.86 Unrealized
Pimco Corporate Income Strategy Fund 0.0%
Value ($000) $9 Shares 500 Est. Cost $18.00 Unrealized
IAU MFO Ishares Gold TR IShares New 0.0%
Value ($000) $9 Shares 275 Est. Cost $32.73 Unrealized
PBT Permian Basin Royalty Trust 0.0%
Value ($000) $9 Shares 1,640 Est. Cost $3.05 Unrealized
Barrick Gold Corp 0.0%
Value ($000) $9 Shares 500 Est. Cost $22.00 Unrealized
JCI Johnson Controls International 0.0%
Value ($000) $9 Shares 139 Est. Cost $40.18 Unrealized +64.8%
CARR Carrier Global Corporation 0.0%
Value ($000) $8 Shares 150 Est. Cost $33.81 Unrealized +50.0%
COF Capital One Financial Corp 0.0%
Value ($000) $8 Shares 50 Est. Cost $77.69 Unrealized +94.0%
Jacobs Engineering Group Inc 0.0%
Value ($000) $8 Shares 60 Est. Cost $116.67 Unrealized
Neuberger Berman Municipal Fund 0.0%
Value ($000) $8 Shares 500 Est. Cost $16.00 Unrealized
NWL Newell Brands Inc. 0.0%
Value ($000) $8 Shares 362 Est. Cost $15.57 Unrealized +34.6%
Nuveen Floating Rate Income Opportunity Fund 0.0%
Value ($000) $8 Shares 832 Est. Cost $8.41 Unrealized
Donnelley R R & Sons Co 0.0%
Value ($000) $7 Shares 1,400 Est. Cost $2.14 Unrealized
Clearbridge Energy Midstream 0.0%
Value ($000) $7 Shares 304 Est. Cost $13.16 Unrealized
Voya Global Equity Dvd & Premium Opportunity 0.0%
Value ($000) $7 Shares 1,207 Est. Cost $5.22 Unrealized
Global Med Reit Inc 0.0%
Value ($000) $7 Shares 500 Est. Cost $14.00 Unrealized
Wells Fargo Income Opportunities 0.0%
Value ($000) $7 Shares 750 Est. Cost $8.00 Unrealized
IJS IShares S&P Smallcap 600 Value Index Fund 0.0%
Value ($000) $6 Shares 56 Est. Cost $89.29 Unrealized
Laboratory Corp of America Holdings 0.0%
Value ($000) $6 Shares 20 Est. Cost $200.00 Unrealized
BFH Alliance Data Systems Corp 0.0%
Value ($000) $6 Shares 60 Est. Cost $46.01 Unrealized +54.8%
Eaton Vance LTD Duration Fund 0.0%
Value ($000) $6 Shares 428 Est. Cost $11.68 Unrealized
EEM IShares Msci Emerging Market 0.0%
Value ($000) $6 Shares 115 Est. Cost $52.17 Unrealized
PBF PBF Energy INC 0.0%
Value ($000) $6 Shares 490 Est. Cost $6.52 Unrealized +59.1%
DDD 3D Systems Corp 0.0%
Value ($000) $6 Shares 200 Est. Cost $33.05 Unrealized -10.4%
Change Healthcare Inc 0.0%
Value ($000) $5 Shares 228 Est. Cost $17.54 Unrealized
LVS Las Vegas Sands Corp 0.0%
Value ($000) $5 Shares 125 Est. Cost $50.91 Unrealized -19.6%
FLR Fluor Corp 0.0%
Value ($000) $5 Shares 300 Est. Cost $14.16 Unrealized +16.0%
UBS UBS Group AG 0.0%
Value ($000) $5 Shares 310 Est. Cost $13.24 Unrealized +22.3%
Nuveen Enhanced AMT Free Quality Muni Income 0.0%
Value ($000) $5 Shares 333 Est. Cost $15.02 Unrealized
BHP BHP Group LTD 0.0%
Value ($000) $4 Shares 79 Est. Cost $63.29 Unrealized
First Trust Four Corners Senior Floating Rate 0.0%
Value ($000) $4 Shares 312 Est. Cost $12.82 Unrealized
VTRS Viatris Inc. 0.0%
Value ($000) $3 Shares 197 Est. Cost $13.33 Unrealized -12.1%
LUMN Lumen Technologies Inc 0.0%
Value ($000) $3 Shares 225 Est. Cost $10.83 Unrealized +4.8%
OPITQ Office Properties Income TR 0.0%
Value ($000) $3 Shares 135 Est. Cost $22.22 Unrealized
JOBY Joby Aviation Inc 0.0%
Value ($000) $3 Shares 260 Est. Cost $10.08 Unrealized 0.0%
Blackrock Enhanced Int'l Dividend Trust 0.0%
Value ($000) $3 Shares 500 Est. Cost $6.00 Unrealized
IWB iShares Russell 1000 ETF 0.0%
Value ($000) $2 Shares 10 Est. Cost $200.00 Unrealized
SSYS Stratasys LTD 0.0%
Value ($000) $2 Shares 116 Est. Cost $16.05 Unrealized +35.1%
IWO Ishares Russell 2000 Growth 0.0%
Value ($000) $2 Shares 8 Est. Cost $250.00 Unrealized
NuStar Energy LP 0.0%
Value ($000) $2 Shares 114 Est. Cost $17.54 Unrealized
OXY/WS Occidental Petroleum Corp WT Expire 08/03/27 0.0%
Value ($000) $1 Shares 83 Est. Cost Unrealized
APA APA Corporation 0.0%
Value ($000) $1 Shares 50 Est. Cost $16.01 Unrealized +5.0%
Micro Focus International PLC ADR 0.0%
Value ($000) $1 Shares 170 Est. Cost $5.88 Unrealized
Arconic Rolled Products Corpor 0.0%
Value ($000) $1 Shares 41 Est. Cost $24.39 Unrealized
DXC DXC Technology Co 0.0%
Value ($000) $1 Shares 43 Est. Cost $21.34 Unrealized +77.4%
IVZ Invesco LTD 0.0%
Value ($000) $1 Shares 41 Est. Cost $12.44 Unrealized +66.0%
ALC Alcon Inc 0.0%
Value ($000) $1 Shares 16 Est. Cost $61.67 Unrealized +23.2%
HEXO CORP COM NPV 0.0%
Value ($000) $1 Shares 408 Est. Cost $4.89 Unrealized
GNR SPDR S&P Global Natural Resources ETF 0.0%
Value ($000) $1 Shares 16 Est. Cost $62.50 Unrealized
BHF Brighthouse Financial Inc 0.0%
Value ($000) $0 Shares 9 Est. Cost $34.33 Unrealized +31.3%
NOK Nokia Corp Sponsored Adr Finland 0.0%
Value ($000) $0 Shares 14 Est. Cost Unrealized