CoreFirst Bank & Trust Diversified Active

CIK: 0001845199 · Show all filings

Period: Q1 2022 (← Previous) (Next →)

Filing Date: May 16, 2022

Total Value ($000): $146,200 (100.0% shares, 0.0% debt)

Holdings (393)

AAPL Apple Inc 8.6%
Value ($000) $12,641 Shares 72,394 Est. Cost $117.01 Unrealized +40.9%
CL Colgate Palmolive Co 8.3%
Value ($000) $12,133 Shares 159,997 Est. Cost $73.42 Unrealized -1.5%
MSFT Microsoft Corp 2.8%
Value ($000) $4,024 Shares 13,052 Est. Cost $206.04 Unrealized +41.4%
XOM Exxon Mobil Corp 2.4%
Value ($000) $3,542 Shares 42,890 Est. Cost $30.91 Unrealized +119.6%
T AT&T Inc 2.3%
Value ($000) $3,365 Shares 142,415 Est. Cost $15.46 Unrealized -3.5%
JNJ Johnson & Johnson 2.2%
Value ($000) $3,164 Shares 17,853 Est. Cost $127.53 Unrealized +19.0%
PG Procter & Gamble Co 2.0%
Value ($000) $2,987 Shares 19,549 Est. Cost $123.28 Unrealized +15.3%
CVX Chevron Corp 1.8%
Value ($000) $2,669 Shares 16,391 Est. Cost $65.85 Unrealized +86.4%
MCD McDonalds Corp 1.8%
Value ($000) $2,623 Shares 10,607 Est. Cost $193.55 Unrealized +17.7%
VZ Verizon Communications 1.7%
Value ($000) $2,484 Shares 48,750 Est. Cost $43.97 Unrealized -5.6%
HD Home Depot Inc 1.6%
Value ($000) $2,368 Shares 7,913 Est. Cost $243.31 Unrealized +29.1%
PFE Pfizer Inc 1.6%
Value ($000) $2,334 Shares 45,084 Est. Cost $28.74 Unrealized +47.8%
LOW Lowes Cos Inc 1.5%
Value ($000) $2,242 Shares 11,090 Est. Cost $150.25 Unrealized +42.0%
NSC Norfolk Southern Corp 1.5%
Value ($000) $2,138 Shares 7,493 Est. Cost $204.73 Unrealized +23.5%
IRM Iron Mtn Inc New 1.3%
Value ($000) $1,872 Shares 33,790 Est. Cost $22.27 Unrealized +83.9%
WMT Walmart Stores Inc 1.2%
Value ($000) $1,782 Shares 11,966 Est. Cost $45.03 Unrealized -1.0%
JPM J P Morgan Chase & Co 1.2%
Value ($000) $1,685 Shares 12,360 Est. Cost $99.45 Unrealized +34.4%
DIS The Walt Disney Co 1.1%
Value ($000) $1,587 Shares 11,569 Est. Cost $141.51 Unrealized -0.2%
SPY Spdr Trust Series 1 1.1%
Value ($000) $1,581 Shares 3,500 Est. Cost $374.00 Unrealized
EVRG Evergy Inc 1.1%
Value ($000) $1,577 Shares 23,071 Est. Cost $44.70 Unrealized +22.7%
NKE Nike Inc 1.1%
Value ($000) $1,576 Shares 11,710 Est. Cost $125.19 Unrealized +5.4%
KO Coca Cola Co 1.1%
Value ($000) $1,539 Shares 24,817 Est. Cost $44.27 Unrealized +22.1%
PEP PepsiCo Inc 1.0%
Value ($000) $1,428 Shares 8,533 Est. Cost $121.72 Unrealized +21.9%
COP Conocophillips 0.9%
Value ($000) $1,319 Shares 13,195 Est. Cost $30.72 Unrealized +159.3%
F Ford Motor Co 0.9%
Value ($000) $1,270 Shares 75,122 Est. Cost $6.35 Unrealized +129.0%
UNH Unitedhealth Group Inc 0.8%
Value ($000) $1,232 Shares 2,415 Est. Cost $308.39 Unrealized +46.3%
MO Altria Group Inc 0.8%
Value ($000) $1,192 Shares 22,828 Est. Cost $26.69 Unrealized +39.1%
MRK Merck & Co., Inc 0.8%
Value ($000) $1,134 Shares 13,821 Est. Cost $64.91 Unrealized +7.6%
BRK/B Berkshire Hathaway Inc Cl B 0.8%
Value ($000) $1,102 Shares 3,123 Est. Cost $220.20 Unrealized +46.9%
CAT Caterpillar Inc 0.7%
Value ($000) $1,086 Shares 4,875 Est. Cost $153.98 Unrealized +26.9%
V Visa Inc 0.7%
Value ($000) $1,081 Shares 4,875 Est. Cost $201.33 Unrealized +4.3%
AMGN Amgen Inc 0.7%
Value ($000) $1,065 Shares 4,404 Est. Cost $200.26 Unrealized +1.5%
TXN Texas Instrs Inc 0.7%
Value ($000) $1,047 Shares 5,704 Est. Cost $135.39 Unrealized +16.2%
ETN Eaton Corp PLC 0.7%
Value ($000) $1,046 Shares 6,888 Est. Cost $103.87 Unrealized +41.8%
WFC Wells Fargo & Co New 0.7%
Value ($000) $1,046 Shares 21,579 Est. Cost $23.04 Unrealized +110.5%
ABBV Abbvie Inc 0.7%
Value ($000) $1,007 Shares 6,208 Est. Cost $80.49 Unrealized +57.1%
PM Philip Morris International 0.7%
Value ($000) $996 Shares 10,601 Est. Cost $60.35 Unrealized +37.2%
ACN Accenture PLC Cl A 0.7%
Value ($000) $963 Shares 2,855 Est. Cost $232.26 Unrealized +37.1%
DHR Danaher Corp Del 0.6%
Value ($000) $943 Shares 3,214 Est. Cost $196.17 Unrealized +25.3%
AMZN Amazon Com Inc 0.6%
Value ($000) $942 Shares 289 Est. Cost $159.58 Unrealized -3.2%
IBM International Business Machines 0.6%
Value ($000) $914 Shares 7,029 Est. Cost $93.93 Unrealized +19.4%
CI Cigna Corp 0.6%
Value ($000) $884 Shares 3,691 Est. Cost $179.43 Unrealized +21.7%
BMY Bristol Myers Squibb Co 0.6%
Value ($000) $871 Shares 11,919 Est. Cost $50.03 Unrealized +13.6%
RTX Raytheon Technologies Corp 0.6%
Value ($000) $808 Shares 8,160 Est. Cost $60.00 Unrealized +44.6%
CSCO Cisco Sys Inc Com 0.6%
Value ($000) $808 Shares 14,487 Est. Cost $35.27 Unrealized +42.5%
KSS Kohls Corp 0.5%
Value ($000) $739 Shares 12,211 Est. Cost $29.09 Unrealized +94.2%
ARKK ARK Innovation ETF 0.5%
Value ($000) $731 Shares 11,026 Est. Cost $101.16 Unrealized
GOOG Alphabet Inc Cl C 0.5%
Value ($000) $731 Shares 262 Est. Cost $89.36 Unrealized +51.0%
SPGI S&P Global Inc 0.5%
Value ($000) $713 Shares 1,739 Est. Cost $342.41 Unrealized +15.1%
AXP American Express Co 0.5%
Value ($000) $695 Shares 3,716 Est. Cost $103.86 Unrealized +65.4%
MPC Marathon Petroleum Corp 0.5%
Value ($000) $665 Shares 7,778 Est. Cost $31.29 Unrealized +122.7%
FISV Fiserv Inc 0.4%
Value ($000) $649 Shares 6,400 Est. Cost $107.76 Unrealized -6.1%
GOOGL Alphabet Inc Cl A 0.4%
Value ($000) $642 Shares 231 Est. Cost $89.62 Unrealized +50.4%
D Dominion Energy Inc 0.4%
Value ($000) $630 Shares 7,410 Est. Cost $63.42 Unrealized +5.5%
INTC Intel Corp 0.4%
Value ($000) $630 Shares 12,720 Est. Cost $44.31 Unrealized +4.2%
HUN Huntsman Corp 0.4%
Value ($000) $627 Shares 16,709 Est. Cost $24.81 Unrealized +51.8%
COST Costco Whsl Corp New 0.4%
Value ($000) $623 Shares 1,082 Est. Cost $347.15 Unrealized +44.3%
TGT Target Corp 0.4%
Value ($000) $618 Shares 2,914 Est. Cost $147.51 Unrealized +29.7%
DE Deere & Co 0.4%
Value ($000) $615 Shares 1,480 Est. Cost $232.12 Unrealized +56.4%
CVS CVS Corp 0.4%
Value ($000) $592 Shares 5,845 Est. Cost $55.22 Unrealized +66.6%
POR Portland General Electric Co 0.4%
Value ($000) $584 Shares 10,589 Est. Cost $32.87 Unrealized +35.0%
SO Southern Co 0.4%
Value ($000) $549 Shares 7,577 Est. Cost $49.52 Unrealized +18.5%
NUE Nucor Corp 0.4%
Value ($000) $543 Shares 3,654 Est. Cost $47.42 Unrealized +143.7%
UPS United Parcel Service Inc Cl B 0.4%
Value ($000) $541 Shares 2,522 Est. Cost $136.91 Unrealized +29.4%
DUK Duke Energy Corp 0.4%
Value ($000) $540 Shares 4,834 Est. Cost $75.68 Unrealized +17.9%
NEE Nextera Energy Inc 0.4%
Value ($000) $535 Shares 6,318 Est. Cost $65.84 Unrealized +9.5%
BRK/A Berkshire Hathaway Inc Cl A 0.4%
Value ($000) $529 Shares 1 Est. Cost $366657.40 Unrealized +32.4%
HON Honeywell Intl Inc 0.4%
Value ($000) $525 Shares 2,696 Est. Cost $165.20 Unrealized +3.1%
NFLX Netflix Inc 0.4%
Value ($000) $524 Shares 1,400 Est. Cost $52.49 Unrealized -20.7%
SBUX Starbucks Corp 0.4%
Value ($000) $524 Shares 5,767 Est. Cost $85.15 Unrealized +0.9%
WY Weyerhaeuser Co 0.4%
Value ($000) $522 Shares 13,778 Est. Cost $24.49 Unrealized +39.3%
VFC V F Corp 0.4%
Value ($000) $518 Shares 9,107 Est. Cost $79.91 Unrealized -22.4%
ABT Abbott Labs 0.3%
Value ($000) $507 Shares 4,285 Est. Cost $99.26 Unrealized +16.2%
UNP Union Pac Corp 0.3%
Value ($000) $505 Shares 1,848 Est. Cost $192.11 Unrealized +20.0%
INTU Intuit 0.3%
Value ($000) $481 Shares 1,000 Est. Cost $340.30 Unrealized +46.8%
BDX Becton Dickinson & Co 0.3%
Value ($000) $479 Shares 1,801 Est. Cost $214.58 Unrealized +12.3%
LHX L3Harris Technologies 0.3%
Value ($000) $468 Shares 1,882 Est. Cost $164.87 Unrealized +30.2%
AMT American Tower Corp 0.3%
Value ($000) $463 Shares 1,843 Est. Cost $199.71 Unrealized +7.6%
OKE ONEOK Inc. 0.3%
Value ($000) $459 Shares 6,492 Est. Cost $24.90 Unrealized +108.9%
GLW Corning Inc 0.3%
Value ($000) $445 Shares 12,057 Est. Cost $32.23 Unrealized +8.4%
DVY Ishares Dow Jones Select Dividend Index Fund 0.3%
Value ($000) $445 Shares 3,473 Est. Cost $96.16 Unrealized
EMR Emerson Electric Co 0.3%
Value ($000) $440 Shares 4,486 Est. Cost $66.82 Unrealized +30.9%
Discover Financial Services 0.3%
Value ($000) $430 Shares 3,900 Est. Cost $92.12 Unrealized
DOW Dow Inc. 0.3%
Value ($000) $424 Shares 6,645 Est. Cost $39.71 Unrealized +21.5%
ADP Automatic Data Processing Inc 0.3%
Value ($000) $421 Shares 1,852 Est. Cost $147.45 Unrealized +33.5%
ARKG ARK Genomic Revolution ETF 0.3%
Value ($000) $406 Shares 8,860 Est. Cost $68.83 Unrealized
ALB Albemarle Corp 0.3%
Value ($000) $398 Shares 1,800 Est. Cost $111.68 Unrealized +79.8%
CHD Church & Dwight Co Inc 0.3%
Value ($000) $398 Shares 4,000 Est. Cost $83.37 Unrealized +14.1%
FI Enhanced Large Cap Growth 0.3%
Value ($000) $376 Shares 528 Est. Cost $553.03 Unrealized
ICE Intercontinental Exchange Inc 0.3%
Value ($000) $366 Shares 2,772 Est. Cost $97.11 Unrealized +26.2%
CMCSA Comcast Corp Cl A 0.3%
Value ($000) $366 Shares 7,826 Est. Cost $42.15 Unrealized +1.7%
CFFN Capitol Federal Financial Inc 0.3%
Value ($000) $366 Shares 33,606 Est. Cost $8.49 Unrealized -0.0%
ORCL Oracle Corp 0.3%
Value ($000) $366 Shares 4,418 Est. Cost $55.51 Unrealized +38.7%
NOC Northrop Grumman Corp 0.2%
Value ($000) $358 Shares 800 Est. Cost $280.94 Unrealized +38.0%
BAC Bank Of America Corporation 0.2%
Value ($000) $358 Shares 8,692 Est. Cost $23.66 Unrealized +72.5%
NVO Novo-Nordisk A/S ADR 0.2%
Value ($000) $336 Shares 3,026 Est. Cost $69.90 Unrealized
LUV Southwest Airls Co 0.2%
Value ($000) $335 Shares 7,317 Est. Cost $42.96 Unrealized -4.8%
CRM Salesforce.com Inc 0.2%
Value ($000) $333 Shares 1,569 Est. Cost $240.26 Unrealized -11.5%
ARES ARES Management LP 0.2%
Value ($000) $332 Shares 4,090 Est. Cost $38.71 Unrealized +76.2%
Bunge Limited 0.2%
Value ($000) $326 Shares 2,940 Est. Cost $65.57 Unrealized
MDT Medtronic PLC 0.2%
Value ($000) $324 Shares 2,923 Est. Cost $95.08 Unrealized -1.5%
MET Metlife Inc 0.2%
Value ($000) $320 Shares 4,554 Est. Cost $37.28 Unrealized +61.2%
MDLZ Mondelez International Inc 0.2%
Value ($000) $315 Shares 5,022 Est. Cost $50.47 Unrealized +16.2%
AEE Ameren Corp 0.2%
Value ($000) $313 Shares 3,340 Est. Cost $68.86 Unrealized +13.0%
BAX Baxter International Inc 0.2%
Value ($000) $312 Shares 4,026 Est. Cost $71.03 Unrealized +7.6%
WM Waste Mgmt Inc Del 0.2%
Value ($000) $309 Shares 1,950 Est. Cost $110.14 Unrealized +29.4%
THG Hanover Insurance Group Inc 0.2%
Value ($000) $308 Shares 2,063 Est. Cost $95.46 Unrealized +33.3%
DD DuPont de Nemours Inc. 0.2%
Value ($000) $296 Shares 4,012 Est. Cost $23.71 Unrealized +26.8%
LLY Lilly Eli & Co 0.2%
Value ($000) $286 Shares 1,000 Est. Cost $145.06 Unrealized +71.3%
EW Edwards Lifescience Corp 0.2%
Value ($000) $283 Shares 2,400 Est. Cost $82.95 Unrealized +35.2%
CSX Csx Corp 0.2%
Value ($000) $282 Shares 7,536 Est. Cost $29.03 Unrealized +15.3%
PSX Phillips 66 0.2%
Value ($000) $272 Shares 3,145 Est. Cost $47.97 Unrealized +51.9%
Lexington Realty Trust 0.2%
Value ($000) $264 Shares 16,822 Est. Cost $10.64 Unrealized
XEL Xcel Energy Inc 0.2%
Value ($000) $257 Shares 3,559 Est. Cost $59.11 Unrealized +2.1%
LEG Leggett & Platt Inc 0.2%
Value ($000) $255 Shares 7,332 Est. Cost $42.02 Unrealized -8.8%
Glaxosmithkline Plc Sponsored Adr 0.2%
Value ($000) $254 Shares 5,821 Est. Cost $36.76 Unrealized
ZBH Zimmer Biomet Holdings Inc 0.2%
Value ($000) $249 Shares 1,943 Est. Cost $135.38 Unrealized -14.0%
ALL Allstate Corp 0.2%
Value ($000) $249 Shares 1,796 Est. Cost $86.64 Unrealized +31.9%
KMB Kimberly Clark Corp 0.2%
Value ($000) $244 Shares 1,978 Est. Cost $115.97 Unrealized -1.7%
C Citigroup Inc 0.2%
Value ($000) $240 Shares 4,489 Est. Cost $42.37 Unrealized +26.3%
OC Owens Corning 0.2%
Value ($000) $234 Shares 2,560 Est. Cost $72.87 Unrealized +26.1%
MMM 3m Co 0.2%
Value ($000) $233 Shares 1,568 Est. Cost $117.52 Unrealized -2.5%
HAL Halliburton Co 0.2%
Value ($000) $233 Shares 6,150 Est. Cost $14.16 Unrealized +110.8%
TSLA Tesla Inc 0.2%
Value ($000) $227 Shares 210 Est. Cost $198.85 Unrealized +56.6%
ENB Enbridge Inc 0.1%
Value ($000) $217 Shares 4,712 Est. Cost $23.37 Unrealized +42.5%
EPD Enterprise Products Partners LP 0.1%
Value ($000) $216 Shares 8,370 Est. Cost $19.94 Unrealized
Kellogg Co 0.1%
Value ($000) $213 Shares 3,299 Est. Cost $50.01 Unrealized +5.1%
Pioneer Natural Resources Co 0.1%
Value ($000) $211 Shares 845 Est. Cost $113.61 Unrealized
Activision Blizzard Inc 0.1%
Value ($000) $211 Shares 2,640 Est. Cost $92.80 Unrealized
GIS General Mills Inc 0.1%
Value ($000) $210 Shares 3,108 Est. Cost $51.57 Unrealized +14.0%
EXC Exelon Corp 0.1%
Value ($000) $209 Shares 4,378 Est. Cost $25.12 Unrealized +46.7%
CAG Conagra Brands Inc 0.1%
Value ($000) $208 Shares 6,197 Est. Cost $28.88 Unrealized -1.9%
AWK American Water Works Co Inc 0.1%
Value ($000) $204 Shares 1,230 Est. Cost $139.36 Unrealized +4.8%
AMD Advanced Micor Devices 0.1%
Value ($000) $202 Shares 1,843 Est. Cost $119.38 Unrealized 0.0%
O Realty Income Corp 0.1%
Value ($000) $198 Shares 2,850 Est. Cost $50.97 Unrealized +8.6%
NVS Novartis AG ADR 0.1%
Value ($000) $196 Shares 2,230 Est. Cost $91.43 Unrealized
Walgreens Boots Alliance Inc 0.1%
Value ($000) $194 Shares 4,336 Est. Cost $39.81 Unrealized
SYK Stryker Corp 0.1%
Value ($000) $182 Shares 680 Est. Cost $214.57 Unrealized +15.7%
NTRS Northern Tr Corp 0.1%
Value ($000) $178 Shares 1,525 Est. Cost $75.32 Unrealized +38.8%
USB US Bancorp 0.1%
Value ($000) $174 Shares 3,275 Est. Cost $33.86 Unrealized +41.3%
GILD Gilead SCI Inc 0.1%
Value ($000) $171 Shares 2,869 Est. Cost $49.35 Unrealized +11.8%
NOV NOV Inc Com 0.1%
Value ($000) $169 Shares 8,620 Est. Cost $14.51 Unrealized +20.6%
OGS One Gas Inc 0.1%
Value ($000) $161 Shares 1,828 Est. Cost $75.58 Unrealized +6.6%
LMT Lockheed Martin Corp 0.1%
Value ($000) $158 Shares 358 Est. Cost $318.96 Unrealized +14.5%
CTVA Corteva Inc. 0.1%
Value ($000) $154 Shares 2,685 Est. Cost $33.76 Unrealized +45.1%
Summit Materials Inc 0.1%
Value ($000) $153 Shares 4,931 Est. Cost $20.08 Unrealized
AB AllianceBernstein Holding LP 0.1%
Value ($000) $152 Shares 3,245 Est. Cost $37.24 Unrealized
PAYX Paychex Inc 0.1%
Value ($000) $150 Shares 1,100 Est. Cost $76.93 Unrealized +42.6%
AI Powered Equity Managers Trust ETF 0.1%
Value ($000) $148 Shares 4,000 Est. Cost $38.25 Unrealized
MGM MGM Resorts International 0.1%
Value ($000) $147 Shares 3,500 Est. Cost $25.72 Unrealized +67.2%
APAM Artisan Partners Asset MA-A 0.1%
Value ($000) $146 Shares 3,707 Est. Cost $31.52 Unrealized -8.4%
IVV Ishares S&P 500 Index Fund 0.1%
Value ($000) $146 Shares 321 Est. Cost $418.52 Unrealized
GD General Dynamics Corp 0.1%
Value ($000) $145 Shares 601 Est. Cost $130.64 Unrealized +56.8%
CB Chubb Limited 0.1%
Value ($000) $144 Shares 675 Est. Cost $130.07 Unrealized +48.3%
GS Goldman Sachs Group Inc. 0.1%
Value ($000) $144 Shares 436 Est. Cost $197.01 Unrealized +62.3%
CNI Canadian National Railway Co 0.1%
Value ($000) $142 Shares 1,059 Est. Cost $97.95 Unrealized +18.1%
IWS Ishares Russell Midcap Value Index Fund 0.1%
Value ($000) $138 Shares 1,152 Est. Cost $97.22 Unrealized
CLX The Clorox Company 0.1%
Value ($000) $134 Shares 967 Est. Cost $176.37 Unrealized -23.6%
TAK Takeda Pharmaceutic-SP 0.1%
Value ($000) $134 Shares 9,346 Est. Cost $17.42 Unrealized
DIA MFC SPDR Dow Jones Industrial Average ETF Tr 0.1%
Value ($000) $129 Shares 370 Est. Cost $307.89 Unrealized
DRIV Global X Autonomous & Elec ETF 0.1%
Value ($000) $128 Shares 4,630 Est. Cost $27.08 Unrealized
Amcor PLC 0.1%
Value ($000) $127 Shares 11,220 Est. Cost $9.23 Unrealized +7.6%
JBHT Hunt (Jb)transportation Svcs Inc 0.1%
Value ($000) $126 Shares 626 Est. Cost $126.49 Unrealized +51.7%
BA Boeing Co 0.1%
Value ($000) $126 Shares 660 Est. Cost $192.90 Unrealized +4.1%
SEM Select Medical Holding Co 0.1%
Value ($000) $120 Shares 5,008 Est. Cost $12.02 Unrealized +2.4%
FE Firstenergy Corp 0.1%
Value ($000) $118 Shares 2,582 Est. Cost $25.87 Unrealized +39.6%
STBA S & T Bancorp Inc 0.1%
Value ($000) $118 Shares 4,000 Est. Cost $22.08 Unrealized +42.3%
YUM Yum! Brands Inc 0.1%
Value ($000) $111 Shares 940 Est. Cost $92.76 Unrealized +23.3%
IWP Ishares Russell Midcap Growth 0.1%
Value ($000) $110 Shares 1,096 Est. Cost $103.10 Unrealized
BIIB Biogen Idec Inc 0.1%
Value ($000) $106 Shares 504 Est. Cost $233.98 Unrealized -7.1%
QQQ Invesco QQQ Trust Series I 0.1%
Value ($000) $105 Shares 290 Est. Cost $313.79 Unrealized
PPG PPG Industries Inc 0.1%
Value ($000) $101 Shares 772 Est. Cost $125.98 Unrealized +6.3%
NVDA Nvidia Corp 0.1%
Value ($000) $100 Shares 368 Est. Cost $18.88 Unrealized +32.6%
AMP Ameriprise Financial Inc 0.1%
Value ($000) $100 Shares 332 Est. Cost $165.41 Unrealized +72.7%
RSG Republic Services Inc 0.1%
Value ($000) $99 Shares 750 Est. Cost $88.75 Unrealized +36.3%
IWN Ishares Russell 2000 Value Index Fund 0.1%
Value ($000) $97 Shares 600 Est. Cost $131.99 Unrealized
DAR Darling Ingredients Inc. 0.1%
Value ($000) $96 Shares 1,200 Est. Cost $47.78 Unrealized +45.8%
PEG Public Svc Enterprise Group 0.1%
Value ($000) $96 Shares 1,366 Est. Cost $52.27 Unrealized +11.0%
MDIV First Tr Multi Asset Diversified Income Index 0.1%
Value ($000) $96 Shares 5,700 Est. Cost $15.09 Unrealized
TM Toyota Motor Corp 0.1%
Value ($000) $95 Shares 526 Est. Cost $153.99 Unrealized
Evoqua Water Technologies Corp 0.1%
Value ($000) $94 Shares 2,000 Est. Cost $26.50 Unrealized
Nuveen Preferred Income Opportunities Fund 0.1%
Value ($000) $92 Shares 10,746 Est. Cost $9.51 Unrealized
ORI Old Rep Intl Corp 0.1%
Value ($000) $90 Shares 3,484 Est. Cost $11.18 Unrealized +72.5%
LW Lamb Weston Holding Inc 0.1%
Value ($000) $90 Shares 1,497 Est. Cost $66.96 Unrealized -13.2%
UI Ubiquiti Inc 0.1%
Value ($000) $90 Shares 310 Est. Cost $230.03 Unrealized +17.5%
VLUE iShares Edge MSCI USA Value ETF 0.1%
Value ($000) $86 Shares 819 Est. Cost $86.69 Unrealized
KIM Kimco Realty Corp 0.1%
Value ($000) $84 Shares 3,395 Est. Cost $10.60 Unrealized +90.1%
CAH Cardinal Health Inc 0.1%
Value ($000) $82 Shares 1,452 Est. Cost $45.57 Unrealized +7.9%
OGE OGE 0.1%
Value ($000) $82 Shares 2,000 Est. Cost $32.31 Unrealized +17.4%
KEY Keycorp New 0.1%
Value ($000) $80 Shares 3,591 Est. Cost $11.38 Unrealized +78.5%
AEP American Elec Pwr Inc 0.1%
Value ($000) $80 Shares 800 Est. Cost $72.00 Unrealized +10.0%
ES Eversource Energy 0.1%
Value ($000) $80 Shares 907 Est. Cost $70.27 Unrealized +3.7%
MAS Masco Corp 0.1%
Value ($000) $79 Shares 1,550 Est. Cost $50.31 Unrealized +9.7%
MDC Holdings Inc 0.1%
Value ($000) $79 Shares 2,086 Est. Cost $49.59 Unrealized
PAA Plains All American Pipeline LP 0.1%
Value ($000) $79 Shares 7,333 Est. Cost $9.60 Unrealized
META Meta Platforms Inc 0.1%
Value ($000) $78 Shares 352 Est. Cost $270.87 Unrealized -8.4%
ENPH Enphase Energy Inc 0.1%
Value ($000) $77 Shares 380 Est. Cost $175.19 Unrealized -10.3%
MAR Marriott Intl Inc 0.1%
Value ($000) $76 Shares 430 Est. Cost $117.39 Unrealized +36.6%
Nuveen Floating Rate Income 0.1%
Value ($000) $76 Shares 7,618 Est. Cost $9.12 Unrealized
NXPI NXP Semiconductors 0.1%
Value ($000) $74 Shares 400 Est. Cost $134.81 Unrealized +35.6%
IWD IShares Russell 1000 Value 0.0%
Value ($000) $73 Shares 440 Est. Cost $141.87 Unrealized
IVW IShares S&P 500 Growth Index Fund 0.0%
Value ($000) $73 Shares 956 Est. Cost $73.22 Unrealized
QQQJ Invesco Nasdaq Next Gen 100 ETF 0.0%
Value ($000) $72 Shares 2,483 Est. Cost $31.83 Unrealized
INN Summit Hotel Properties Inc 0.0%
Value ($000) $72 Shares 7,211 Est. Cost $9.01 Unrealized
MU Micron Technology Inc 0.0%
Value ($000) $72 Shares 920 Est. Cost $82.62 Unrealized +0.9%
MS Morgan Stanley Com New 0.0%
Value ($000) $71 Shares 811 Est. Cost $48.82 Unrealized +73.3%
WMB Williams Companies Inc 0.0%
Value ($000) $71 Shares 2,136 Est. Cost $15.63 Unrealized +63.4%
OTIS Otis Worldwide Corp 0.0%
Value ($000) $71 Shares 918 Est. Cost $62.14 Unrealized +20.9%
DEO Diageo Plc 0.0%
Value ($000) $71 Shares 351 Est. Cost $159.09 Unrealized
IWF Ishares Russell 1000 Growth 0.0%
Value ($000) $69 Shares 250 Est. Cost $240.00 Unrealized
Nuveen Multi-Strategy Income & Growth Fund 2 0.0%
Value ($000) $69 Shares 11,094 Est. Cost $6.31 Unrealized
Twitter Inc 0.0%
Value ($000) $69 Shares 1,774 Est. Cost $53.99 Unrealized
UBS FI Enhanced Europe 50 0.0%
Value ($000) $68 Shares 357 Est. Cost $156.86 Unrealized
IXUS Ishares Core International Stock ETF 0.0%
Value ($000) $68 Shares 1,020 Est. Cost $73.53 Unrealized
XYL Xylem Inc 0.0%
Value ($000) $67 Shares 780 Est. Cost $88.59 Unrealized +3.2%
BTI British American Tobacco ADR 0.0%
Value ($000) $67 Shares 1,586 Est. Cost $37.11 Unrealized
EL Estee Lauder Cl A 0.0%
Value ($000) $66 Shares 241 Est. Cost $223.63 Unrealized +26.2%
SYY Sysco Corp 0.0%
Value ($000) $66 Shares 805 Est. Cost $60.02 Unrealized +21.0%
NVST Envista Holdings Corp 0.0%
Value ($000) $64 Shares 1,314 Est. Cost $28.99 Unrealized +59.1%
Blackrock Inc 0.0%
Value ($000) $62 Shares 81 Est. Cost $736.88 Unrealized
MA Mastercard Inc 0.0%
Value ($000) $61 Shares 170 Est. Cost $332.89 Unrealized +5.6%
ARKQ ARK Autonomous Technology & Robotics ETF 0.0%
Value ($000) $61 Shares 900 Est. Cost $80.93 Unrealized
EOG Eog Res Inc 0.0%
Value ($000) $60 Shares 500 Est. Cost $34.11 Unrealized +174.1%
RWT Redwood Trust Inc 0.0%
Value ($000) $60 Shares 5,694 Est. Cost $8.78 Unrealized
HBAN Huntington Bancshares Inc 0.0%
Value ($000) $59 Shares 4,006 Est. Cost $9.01 Unrealized +45.0%
TJX TJX Companies Inc 0.0%
Value ($000) $59 Shares 982 Est. Cost $56.47 Unrealized +12.0%
TMO Thermo Fisher Scientific Inc 0.0%
Value ($000) $59 Shares 100 Est. Cost $471.13 Unrealized +20.6%
BK Bank New York Mellon Corp 0.0%
Value ($000) $58 Shares 1,170 Est. Cost $33.17 Unrealized +53.0%
HSY Hershey Company 0.0%
Value ($000) $58 Shares 270 Est. Cost $130.99 Unrealized +40.8%
CDK Global Inc 0.0%
Value ($000) $57 Shares 1,179 Est. Cost $51.74 Unrealized
ARW Arrow Electrs Inc 0.0%
Value ($000) $57 Shares 483 Est. Cost $88.50 Unrealized +41.6%
ZTS Zoetis Inc Com 0.0%
Value ($000) $57 Shares 300 Est. Cost $190.28 Unrealized 0.0%
Nuveen Quality Preferred II 0.0%
Value ($000) $57 Shares 6,837 Est. Cost $9.71 Unrealized
ADM Archer-Daniels Midland Co 0.0%
Value ($000) $56 Shares 625 Est. Cost $42.82 Unrealized +62.6%
IVE Ishares S&P 500 Value Index Fund 0.0%
Value ($000) $55 Shares 355 Est. Cost $146.48 Unrealized
IJH iShares S&P MidCap 400 0.0%
Value ($000) $55 Shares 205 Est. Cost $263.41 Unrealized
CCEP Coca Cola European Partners 0.0%
Value ($000) $55 Shares 1,122 Est. Cost $35.98 Unrealized +32.1%
KR Kroger Co 0.0%
Value ($000) $53 Shares 918 Est. Cost $29.06 Unrealized +57.1%
Nuveen Muni High Income Opportunity Fund 0.0%
Value ($000) $52 Shares 3,992 Est. Cost $14.56 Unrealized
Eaton Vance Tax Managed Diversified Equity 0.0%
Value ($000) $51 Shares 3,625 Est. Cost $12.14 Unrealized
MPT Medical Properties Trust Inc 0.0%
Value ($000) $51 Shares 2,400 Est. Cost $21.67 Unrealized
TE Connectivity LTD 0.0%
Value ($000) $51 Shares 390 Est. Cost $128.21 Unrealized
VOD Vodafone Group PLC - ADR 0.0%
Value ($000) $50 Shares 2,996 Est. Cost $17.39 Unrealized
Nuveen NASDAQ 100 Dynamic Overwrite Fund 0.0%
Value ($000) $50 Shares 1,754 Est. Cost $26.23 Unrealized
MDXG MiMedx Group Inc 0.0%
Value ($000) $49 Shares 10,300 Est. Cost $6.88 Unrealized -28.9%
KMI Kinder Morgan Inc 0.0%
Value ($000) $49 Shares 2,590 Est. Cost $9.94 Unrealized +42.8%
XMHIX Pioneer Mun High Income Fund Inc 0.0%
Value ($000) $48 Shares 4,574 Est. Cost $12.46 Unrealized
Eaton Vance Enhanced Equity Income II 0.0%
Value ($000) $48 Shares 2,299 Est. Cost $21.75 Unrealized
A Agilent Technologies Inc 0.0%
Value ($000) $48 Shares 360 Est. Cost $119.66 Unrealized +11.9%
HMC Honda Motor Co. 0.0%
Value ($000) $47 Shares 1,680 Est. Cost $27.98 Unrealized
HPQ HP Inc 0.0%
Value ($000) $44 Shares 1,200 Est. Cost $17.61 Unrealized +82.0%
Nuveen S&P 500 Buy-Write Income Fd 0.0%
Value ($000) $44 Shares 3,110 Est. Cost $12.86 Unrealized
ED Consolidated Edison Inc 0.0%
Value ($000) $44 Shares 460 Est. Cost $64.61 Unrealized +17.0%
NTR Nutrien LTD 0.0%
Value ($000) $44 Shares 420 Est. Cost $37.68 Unrealized +94.9%
Cerner Corp 0.0%
Value ($000) $42 Shares 447 Est. Cost $93.96 Unrealized
EFA IShares Msci Eafe Index Fund 0.0%
Value ($000) $42 Shares 571 Est. Cost $72.95 Unrealized
SRE Sempra Energy 0.0%
Value ($000) $42 Shares 250 Est. Cost $54.48 Unrealized +16.4%
UBSI United Bankshares Inc 0.0%
Value ($000) $42 Shares 1,200 Est. Cost $28.24 Unrealized +28.6%
Magellan Midstream Partners LP 0.0%
Value ($000) $41 Shares 840 Est. Cost $42.86 Unrealized
ARRY Array Technologies Inc 0.0%
Value ($000) $41 Shares 3,600 Est. Cost $25.31 Unrealized -55.6%
GEF Greif Inc 0.0%
Value ($000) $41 Shares 633 Est. Cost $38.30 Unrealized +37.1%
ING Ing Groep N.B. Adr 0.0%
Value ($000) $41 Shares 3,919 Est. Cost $9.44 Unrealized
ARCC Ares Capital Corp 0.0%
Value ($000) $39 Shares 1,880 Est. Cost $9.58 Unrealized +52.8%
FSLR First Solar Inc 0.0%
Value ($000) $39 Shares 460 Est. Cost $86.71 Unrealized -11.7%
FRCB First Republic Bank San Francisco CA 0.0%
Value ($000) $39 Shares 238 Est. Cost $128.36 Unrealized +34.8%
Eaton Vance Tax Managed Global Income Fund 0.0%
Value ($000) $39 Shares 4,000 Est. Cost $8.75 Unrealized
MCHP Microchip Technology Inc Com 0.0%
Value ($000) $39 Shares 514 Est. Cost $68.96 Unrealized 0.0%
VIG Vanguard Dividend Appreciation ETF 0.0%
Value ($000) $39 Shares 240 Est. Cost $154.17 Unrealized
MFS Investment Grade Municipal 0.0%
Value ($000) $39 Shares 4,610 Est. Cost $9.76 Unrealized
YUMC Yum China Holdings Inc 0.0%
Value ($000) $39 Shares 940 Est. Cost $56.16 Unrealized -16.1%
Nuveen Amt Free Muni Credit Income Fund 0.0%
Value ($000) $38 Shares 2,558 Est. Cost $16.99 Unrealized
HSBC HSBC Holdings Plc Adr 0.0%
Value ($000) $38 Shares 1,108 Est. Cost $26.17 Unrealized
UHT Universal Health Realty Income Trust 0.0%
Value ($000) $37 Shares 640 Est. Cost $64.06 Unrealized
EQIX Equinix Inc 0.0%
Value ($000) $37 Shares 50 Est. Cost $624.54 Unrealized +6.4%
MCK McKesson Corp 0.0%
Value ($000) $36 Shares 117 Est. Cost $161.42 Unrealized +65.1%
ROST Ross Stores Inc 0.0%
Value ($000) $36 Shares 402 Est. Cost $99.15 Unrealized -8.2%
JAZZ Jazz Pharmaceuticals PLC 0.0%
Value ($000) $35 Shares 225 Est. Cost $148.94 Unrealized -2.6%
MDY SPDR S&P Midcap 400 ETF 0.0%
Value ($000) $34 Shares 70 Est. Cost $414.29 Unrealized
ROP Roper Technologies 0.0%
Value ($000) $33 Shares 69 Est. Cost $398.27 Unrealized +10.3%
IJR Ishares S&P Smallcap 600 0.0%
Value ($000) $32 Shares 300 Est. Cost $113.33 Unrealized
TDC Teradata Corp 0.0%
Value ($000) $32 Shares 650 Est. Cost $21.45 Unrealized +113.8%
Nuveen Floating Rate Income Opportunity Fund 0.0%
Value ($000) $32 Shares 3,192 Est. Cost $9.60 Unrealized
URI United Rentals Inc 0.0%
Value ($000) $32 Shares 90 Est. Cost $274.28 Unrealized +15.3%
VTR Ventas Inc 0.0%
Value ($000) $31 Shares 500 Est. Cost $38.61 Unrealized +23.3%
TFC Truist Financial Corp 0.0%
Value ($000) $31 Shares 553 Est. Cost $35.66 Unrealized +42.0%
M Macy's Inc 0.0%
Value ($000) $30 Shares 1,235 Est. Cost $8.56 Unrealized +199.5%
MFC Manulife Financial Corp (Cdn) 0.0%
Value ($000) $30 Shares 1,390 Est. Cost $15.96 Unrealized +28.4%
Nuveen Muni Credit Income Fund 0.0%
Value ($000) $30 Shares 2,023 Est. Cost $16.26 Unrealized
LYB Lyondellbasel Industries 0.0%
Value ($000) $29 Shares 280 Est. Cost $57.51 Unrealized +29.2%
BP BP P.L.C. Adr 0.0%
Value ($000) $29 Shares 985 Est. Cost $22.20 Unrealized
Interpublic Group Of Co 0.0%
Value ($000) $29 Shares 828 Est. Cost $17.29 Unrealized +79.5%
Triton International Ltd 0.0%
Value ($000) $28 Shares 399 Est. Cost $48.84 Unrealized
WAB Wabtec Corp 0.0%
Value ($000) $28 Shares 287 Est. Cost $66.42 Unrealized +36.4%
Wells Fargo Multi Sector Income Fund 0.0%
Value ($000) $27 Shares 2,567 Est. Cost $12.08 Unrealized
QUAL ishares Edge MSCI USA Quality Factor ETF 0.0%
Value ($000) $27 Shares 198 Est. Cost $116.16 Unrealized
John Hancock Preferred Income III 0.0%
Value ($000) $27 Shares 1,500 Est. Cost $17.33 Unrealized
OXY Occidental Pete Corp Del 0.0%
Value ($000) $26 Shares 452 Est. Cost $12.92 Unrealized +223.3%
CC Chemours Co 0.0%
Value ($000) $26 Shares 841 Est. Cost $19.82 Unrealized +37.0%
VIACOMCBS INC Class B 0.0%
Value ($000) $25 Shares 660 Est. Cost $37.88 Unrealized
TRMB Trimble Inc 0.0%
Value ($000) $25 Shares 340 Est. Cost $72.23 Unrealized -1.4%
Invesco Municipal Trust 0.0%
Value ($000) $25 Shares 2,200 Est. Cost $13.18 Unrealized
IP Intl Paper Co 0.0%
Value ($000) $24 Shares 515 Est. Cost $35.85 Unrealized +7.8%
GRMN Garmin LTD 0.0%
Value ($000) $24 Shares 206 Est. Cost $98.98 Unrealized +11.3%
RWX SPDR Dow Jones International Real Estate 0.0%
Value ($000) $24 Shares 713 Est. Cost $33.66 Unrealized
PSA Public Storage 0.0%
Value ($000) $23 Shares 60 Est. Cost $183.60 Unrealized +64.0%
PFF IShares U.S. Preferred Stock ETF 0.0%
Value ($000) $22 Shares 600 Est. Cost $38.33 Unrealized
NTB Bank of N.T. Butterfield & Son 0.0%
Value ($000) $22 Shares 615 Est. Cost $28.01 Unrealized +11.2%
HTGC Hercules Capital Inc 0.0%
Value ($000) $22 Shares 1,226 Est. Cost $12.73 Unrealized +38.0%
SEIC SEI Investments Company 0.0%
Value ($000) $22 Shares 373 Est. Cost $50.82 Unrealized +10.9%
BEN Franklin Resources Inc 0.0%
Value ($000) $21 Shares 750 Est. Cost $17.35 Unrealized +43.4%
PBT Permian Basin Royalty Trust 0.0%
Value ($000) $21 Shares 1,640 Est. Cost $3.05 Unrealized
CNXC Concentrix Corp 0.0%
Value ($000) $21 Shares 126 Est. Cost $90.48 Unrealized +94.9%
CCI Crown Castle Intl Corp 0.0%
Value ($000) $21 Shares 115 Est. Cost $127.80 Unrealized +14.0%
Citrix Sys Inc 0.0%
Value ($000) $20 Shares 200 Est. Cost $130.00 Unrealized
HPE Hewlett Packard Enterprise Co 0.0%
Value ($000) $20 Shares 1,200 Est. Cost $8.99 Unrealized +66.4%
CME CME Group Inc 0.0%
Value ($000) $20 Shares 85 Est. Cost $138.43 Unrealized +45.0%
John Hancock Preferred Income Fund II 0.0%
Value ($000) $19 Shares 1,000 Est. Cost $19.00 Unrealized
John Hancock Preferred Income Fund 0.0%
Value ($000) $19 Shares 1,000 Est. Cost $20.00 Unrealized
IJJ Ishares S&P Midcap 400 Value Index Fund 0.0%
Value ($000) $19 Shares 176 Est. Cost $85.23 Unrealized
CNK Cinemark Holdings Inc 0.0%
Value ($000) $19 Shares 1,099 Est. Cost $12.42 Unrealized +32.2%
WHR Whirlpool Corp 0.0%
Value ($000) $19 Shares 110 Est. Cost $191.55 Unrealized +5.8%
DEM Wisdomtree Emerging Markets High DVD Fund 0.0%
Value ($000) $19 Shares 430 Est. Cost $41.86 Unrealized
MFS High Income Municipal Trust 0.0%
Value ($000) $18 Shares 4,000 Est. Cost $5.00 Unrealized
FOXA Fox Corp CL A 0.0%
Value ($000) $18 Shares 450 Est. Cost $26.17 Unrealized +47.3%
GUNR FlexShare Global Upstream Nat Res ETF 0.0%
Value ($000) $18 Shares 379 Est. Cost $31.66 Unrealized
AAL American Airlines Group Inc 0.0%
Value ($000) $18 Shares 1,000 Est. Cost $13.86 Unrealized +22.7%
ADSK Autodesk Inc 0.0%
Value ($000) $16 Shares 73 Est. Cost $263.53 Unrealized -12.6%
Steelcase Inc 0.0%
Value ($000) $16 Shares 1,305 Est. Cost $13.79 Unrealized
Eaton Vance Tax-Mgd Buy-Write Opp Fd 0.0%
Value ($000) $15 Shares 937 Est. Cost $14.94 Unrealized
SAP SAP AG 0.0%
Value ($000) $15 Shares 136 Est. Cost $132.35 Unrealized
FDX Fedex Corp 0.0%
Value ($000) $15 Shares 65 Est. Cost $235.17 Unrealized -8.1%
QCOM Qualcomm Inc 0.0%
Value ($000) $15 Shares 97 Est. Cost $128.84 Unrealized +19.2%
BUD Anheuser-Busch Inbev 0.0%
Value ($000) $15 Shares 243 Est. Cost $69.96 Unrealized
Blackrock Enhanced Equity Dividend Trust 0.0%
Value ($000) $14 Shares 1,364 Est. Cost $8.80 Unrealized
SPG Simon Property Group Inc 0.0%
Value ($000) $14 Shares 110 Est. Cost $57.65 Unrealized +98.5%
DAL Delta Air Lines Inc 0.0%
Value ($000) $14 Shares 359 Est. Cost $35.38 Unrealized +7.1%
DELL Dell Technologies Inc. 0.0%
Value ($000) $13 Shares 251 Est. Cost $31.93 Unrealized +60.3%
CVY Invesco ETF Zacks Multi-Asset Income Fund 0.0%
Value ($000) $13 Shares 545 Est. Cost $20.18 Unrealized
VMware Inc 0.0%
Value ($000) $13 Shares 110 Est. Cost $118.18 Unrealized
SNX TD Synnex Corporation 0.0%
Value ($000) $13 Shares 126 Est. Cost $71.59 Unrealized +40.5%
MSI Motorola Solutions Inc 0.0%
Value ($000) $12 Shares 49 Est. Cost $157.30 Unrealized +41.0%
Wells Fargo Global DVD Opportunity 0.0%
Value ($000) $12 Shares 2,239 Est. Cost $4.91 Unrealized
PBF PBF Energy INC 0.0%
Value ($000) $12 Shares 490 Est. Cost $6.52 Unrealized +189.8%
PRU Prudential Financial Inc 0.0%
Value ($000) $11 Shares 96 Est. Cost $58.92 Unrealized +59.8%
IJT IShares S&P Smallcap 600 Growth Index Fund 0.0%
Value ($000) $11 Shares 86 Est. Cost $116.28 Unrealized
Eaton Vance Risk Managed Diversified Equity 0.0%
Value ($000) $11 Shares 1,125 Est. Cost $10.67 Unrealized
Nuveen Municipal Income Fund 0.0%
Value ($000) $10 Shares 1,000 Est. Cost $11.00 Unrealized
BDCZ ETRACS Wells Fargo BUS DEV CO Index ETN SER B 0.0%
Value ($000) $10 Shares 476 Est. Cost $16.81 Unrealized
SFIX Stitch Fix Inc 0.0%
Value ($000) $10 Shares 1,040 Est. Cost $42.79 Unrealized -67.7%
NDAQ Nasdaq OMX Group 0.0%
Value ($000) $10 Shares 55 Est. Cost $55.99 Unrealized 0.0%
KHC Kraft Heinz Co 0.0%
Value ($000) $10 Shares 254 Est. Cost $25.55 Unrealized +21.4%
IJK iShares S&P Mid-Cap 400 Growth ETF 0.0%
Value ($000) $10 Shares 132 Est. Cost $75.76 Unrealized
PYPL Paypal Holdings Inc 0.0%
Value ($000) $9 Shares 75 Est. Cost $218.78 Unrealized -39.3%
EFG iShares MSCI EAFE Growth ETF 0.0%
Value ($000) $9 Shares 89 Est. Cost $101.12 Unrealized
LYTS LSI Industries Inc 0.0%
Value ($000) $8 Shares 1,385 Est. Cost $7.70 Unrealized -13.7%
Jacobs Engineering Group Inc 0.0%
Value ($000) $8 Shares 60 Est. Cost $116.67 Unrealized
NGG National Grid PLC 0.0%
Value ($000) $8 Shares 98 Est. Cost $60.15 Unrealized
SWK Stanley Black & Decker Inc 0.0%
Value ($000) $8 Shares 59 Est. Cost $150.00 Unrealized -5.1%
Unilever PLC 0.0%
Value ($000) $8 Shares 178 Est. Cost $60.47 Unrealized
NWL Newell Brands Inc. 0.0%
Value ($000) $8 Shares 362 Est. Cost $15.57 Unrealized +24.2%
MUFG Mitsubishi UFJ Financial Group 0.0%
Value ($000) $7 Shares 1,093 Est. Cost $4.37 Unrealized
Neuberger Berman Municipal Fund 0.0%
Value ($000) $7 Shares 500 Est. Cost $16.00 Unrealized
COF Capital One Financial Corp 0.0%
Value ($000) $7 Shares 50 Est. Cost $77.69 Unrealized +74.9%
Annaly Mortgage Management 0.0%
Value ($000) $7 Shares 1,016 Est. Cost $8.86 Unrealized
BHP BHP Group LTD 0.0%
Value ($000) $6 Shares 79 Est. Cost $63.29 Unrealized
UBS UBS Group AG 0.0%
Value ($000) $6 Shares 310 Est. Cost $13.24 Unrealized +42.9%
Wells Fargo Income Opportunities 0.0%
Value ($000) $6 Shares 750 Est. Cost $8.00 Unrealized
LVS Las Vegas Sands Corp 0.0%
Value ($000) $5 Shares 125 Est. Cost $50.91 Unrealized -22.2%
Change Healthcare Inc 0.0%
Value ($000) $5 Shares 228 Est. Cost $17.54 Unrealized
DFIN Donnelley Financial Solution Inc 0.0%
Value ($000) $5 Shares 150 Est. Cost $15.46 Unrealized +130.6%
Laboratory Corp of America Holdings 0.0%
Value ($000) $5 Shares 20 Est. Cost $200.00 Unrealized
CARR Carrier Global Corporation 0.0%
Value ($000) $5 Shares 100 Est. Cost $44.60 Unrealized 0.0%
Eaton Vance LTD Duration Fund 0.0%
Value ($000) $5 Shares 428 Est. Cost $11.68 Unrealized
EEM IShares Msci Emerging Market 0.0%
Value ($000) $5 Shares 115 Est. Cost $52.17 Unrealized
IJS IShares S&P Smallcap 600 Value Index Fund 0.0%
Value ($000) $4 Shares 36 Est. Cost $89.29 Unrealized
Nuveen Enhanced AMT Free Quality Muni Income 0.0%
Value ($000) $4 Shares 333 Est. Cost $15.52 Unrealized
First Trust Four Corners Senior Floating Rate 0.0%
Value ($000) $4 Shares 312 Est. Cost $12.82 Unrealized
BFH Alliance Data Systems Corp 0.0%
Value ($000) $3 Shares 60 Est. Cost $46.01 Unrealized +32.0%
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) $3 Shares 10 Est. Cost $200.00 Unrealized
OXY/WS Occidental Petroleum Corp WT Expire 08/03/27 0.0%
Value ($000) $2 Shares 65 Est. Cost Unrealized
IWO Ishares Russell 2000 Growth 0.0%
Value ($000) $2 Shares 8 Est. Cost $250.00 Unrealized
VTRS Viatris Inc. 0.0%
Value ($000) $2 Shares 197 Est. Cost $13.33 Unrealized -17.1%
NuStar Energy LP 0.0%
Value ($000) $2 Shares 114 Est. Cost $17.54 Unrealized
APA APA Corporation 0.0%
Value ($000) $2 Shares 50 Est. Cost $16.01 Unrealized +92.8%
Arconic Rolled Products Corpor 0.0%
Value ($000) $1 Shares 41 Est. Cost $24.39 Unrealized
IVZ Invesco LTD 0.0%
Value ($000) $1 Shares 41 Est. Cost $12.44 Unrealized +49.2%
ALC Alcon Inc 0.0%
Value ($000) $1 Shares 16 Est. Cost $61.67 Unrealized +23.7%
Micro Focus International PLC ADR 0.0%
Value ($000) $1 Shares 113 Est. Cost $5.88 Unrealized
NOK Nokia Corp Sponsored Adr Finland 0.0%
Value ($000) $0 Shares 14 Est. Cost Unrealized
GNR SPDR S&P Global Natural Resources ETF 0.0%
Value ($000) $0 Shares 7 Est. Cost $62.50 Unrealized
EFAV iShares Edge MSCI Min Vol EAFE ETF 0.0%
Value ($000) $0 Shares 5 Est. Cost $77.59 Unrealized
BHF Brighthouse Financial Inc 0.0%
Value ($000) $0 Shares 9 Est. Cost $34.33 Unrealized +55.4%