CoreFirst Bank & Trust Diversified Active

CIK: 0001845199 · Show all filings

Period: Q3 2022 (← Previous) (Next →)

Filing Date: Nov 16, 2022

Total Value ($000): $115,919 (100.0% shares, 0.0% debt)

Holdings (389)

CL Colgate Palmolive Co 9.6%
Value ($000) $11,150 Shares 158,718 Est. Cost $73.42 Unrealized -1.3%
AAPL Apple Inc 8.1%
Value ($000) $9,405 Shares 68,047 Est. Cost $117.01 Unrealized +31.9%
JNJ Johnson & Johnson 2.8%
Value ($000) $3,254 Shares 19,919 Est. Cost $131.06 Unrealized +16.7%
MSFT Microsoft Corp 2.5%
Value ($000) $2,921 Shares 12,543 Est. Cost $206.04 Unrealized +24.7%
XOM Exxon Mobil Corp 2.2%
Value ($000) $2,556 Shares 29,281 Est. Cost $30.91 Unrealized +163.2%
CVX Chevron Corp 2.1%
Value ($000) $2,445 Shares 17,023 Est. Cost $69.68 Unrealized +90.6%
PG Procter & Gamble Co 2.0%
Value ($000) $2,366 Shares 18,741 Est. Cost $123.28 Unrealized +5.9%
MCD McDonalds Corp 2.0%
Value ($000) $2,346 Shares 10,167 Est. Cost $193.55 Unrealized +22.1%
HD Home Depot Inc 1.9%
Value ($000) $2,237 Shares 8,108 Est. Cost $243.79 Unrealized +11.0%
LOW Lowes Cos Inc 1.7%
Value ($000) $1,986 Shares 10,576 Est. Cost $150.25 Unrealized +21.4%
PFE Pfizer Inc 1.7%
Value ($000) $1,960 Shares 44,799 Est. Cost $28.74 Unrealized +40.6%
WMT Walmart Stores Inc 1.5%
Value ($000) $1,784 Shares 13,759 Est. Cost $44.90 Unrealized -6.5%
KO Coca Cola Co 1.3%
Value ($000) $1,525 Shares 27,220 Est. Cost $45.43 Unrealized +23.4%
NSC Norfolk Southern Corp 1.3%
Value ($000) $1,469 Shares 7,009 Est. Cost $204.73 Unrealized +8.8%
IRM Iron Mountain Inc New 1.2%
Value ($000) $1,407 Shares 32,000 Est. Cost $22.27 Unrealized +99.8%
COP Conocophillips 1.2%
Value ($000) $1,397 Shares 13,652 Est. Cost $32.68 Unrealized +169.8%
PEP PepsiCo Inc 1.2%
Value ($000) $1,358 Shares 8,314 Est. Cost $122.10 Unrealized +26.5%
UNH Unitedhealth Group Inc 1.1%
Value ($000) $1,322 Shares 2,617 Est. Cost $321.31 Unrealized +54.1%
VZ Verizon Communications 1.1%
Value ($000) $1,310 Shares 34,518 Est. Cost $43.97 Unrealized -18.7%
T AT&T Inc 1.1%
Value ($000) $1,310 Shares 85,373 Est. Cost $15.46 Unrealized -2.4%
SPY Spdr Trust Series 1 1.1%
Value ($000) $1,250 Shares 3,500 Est. Cost $374.00 Unrealized
MRK Merck & Co., Inc 1.1%
Value ($000) $1,237 Shares 14,363 Est. Cost $65.90 Unrealized +22.0%
JPM J P Morgan Chase & Co 1.1%
Value ($000) $1,235 Shares 11,815 Est. Cost $99.45 Unrealized +6.2%
EVRG Evergy Inc 0.9%
Value ($000) $1,028 Shares 17,303 Est. Cost $44.70 Unrealized +30.4%
DIS The Walt Disney Co 0.9%
Value ($000) $1,006 Shares 10,664 Est. Cost $141.51 Unrealized -26.1%
BMY Bristol Myers Squibb Co 0.9%
Value ($000) $989 Shares 13,917 Est. Cost $52.18 Unrealized +19.4%
NKE Nike Inc 0.8%
Value ($000) $923 Shares 11,104 Est. Cost $125.19 Unrealized -18.9%
TXN Texas Instrs Inc 0.8%
Value ($000) $917 Shares 5,924 Est. Cost $135.97 Unrealized +11.5%
MO Altria Group Inc 0.8%
Value ($000) $897 Shares 22,223 Est. Cost $26.69 Unrealized +23.9%
CAT Caterpillar Inc 0.7%
Value ($000) $863 Shares 5,259 Est. Cost $156.81 Unrealized +9.8%
ETN Eaton Corp PLC 0.7%
Value ($000) $828 Shares 6,210 Est. Cost $103.87 Unrealized +28.4%
ABBV Abbvie Inc 0.7%
Value ($000) $825 Shares 6,147 Est. Cost $80.49 Unrealized +57.9%
PM Philip Morris International 0.7%
Value ($000) $822 Shares 9,905 Est. Cost $60.35 Unrealized +34.1%
DHR Danaher Corp Del 0.7%
Value ($000) $788 Shares 3,051 Est. Cost $196.71 Unrealized +22.4%
AMGN Amgen Inc 0.6%
Value ($000) $752 Shares 3,337 Est. Cost $200.26 Unrealized +8.8%
V Visa Inc 0.6%
Value ($000) $745 Shares 4,191 Est. Cost $201.28 Unrealized -1.5%
IBM International Business Machines 0.6%
Value ($000) $745 Shares 6,271 Est. Cost $93.93 Unrealized +23.1%
ACN Accenture PLC Cl A 0.6%
Value ($000) $735 Shares 2,855 Est. Cost $232.26 Unrealized +18.3%
WFC Wells Fargo & Co New 0.6%
Value ($000) $735 Shares 18,271 Est. Cost $23.04 Unrealized +70.9%
RTX Raytheon Technologies Corp 0.6%
Value ($000) $725 Shares 8,846 Est. Cost $62.13 Unrealized +34.9%
AMZN Amazon Com Inc 0.6%
Value ($000) $698 Shares 6,180 Est. Cost $126.78 Unrealized -0.3%
CI Cigna Corp 0.6%
Value ($000) $679 Shares 2,448 Est. Cost $179.43 Unrealized +47.6%
MPC Marathon Petroleum Corp 0.6%
Value ($000) $650 Shares 6,544 Est. Cost $31.29 Unrealized +177.8%
BRK/B Berkshire Hathaway Inc Cl B 0.6%
Value ($000) $649 Shares 2,432 Est. Cost $221.10 Unrealized +28.7%
DE Deere & Co 0.5%
Value ($000) $628 Shares 1,880 Est. Cost $257.13 Unrealized +27.0%
FISV Fiserv Inc 0.5%
Value ($000) $599 Shares 6,400 Est. Cost $107.76 Unrealized -5.4%
CVS CVS Corp 0.5%
Value ($000) $567 Shares 5,945 Est. Cost $55.74 Unrealized +57.2%
CSCO Cisco Sys Inc Com 0.5%
Value ($000) $547 Shares 13,671 Est. Cost $35.41 Unrealized +13.1%
UNP Union Pac Corp 0.5%
Value ($000) $546 Shares 2,801 Est. Cost $197.68 Unrealized +3.3%
GOOG Alphabet Inc Cl C 0.5%
Value ($000) $534 Shares 5,560 Est. Cost $109.82 Unrealized +0.9%
SO Southern Co 0.5%
Value ($000) $529 Shares 7,775 Est. Cost $49.90 Unrealized +34.2%
COST Costco Whsl Corp New 0.5%
Value ($000) $525 Shares 1,111 Est. Cost $351.09 Unrealized +41.9%
SPGI S&P Global Inc 0.4%
Value ($000) $519 Shares 1,701 Est. Cost $342.41 Unrealized +1.5%
D Dominion Energy Inc 0.4%
Value ($000) $497 Shares 7,193 Est. Cost $63.42 Unrealized +7.8%
F Ford Motor Co 0.4%
Value ($000) $497 Shares 44,415 Est. Cost $6.41 Unrealized +69.5%
NEE Nextera Energy Inc 0.4%
Value ($000) $495 Shares 6,318 Est. Cost $65.84 Unrealized +17.1%
SBUX Starbucks Corp 0.4%
Value ($000) $492 Shares 5,842 Est. Cost $85.06 Unrealized -7.9%
ALB Albemarle Corp 0.4%
Value ($000) $476 Shares 1,800 Est. Cost $111.68 Unrealized +117.2%
HON Honeywell Intl Inc 0.4%
Value ($000) $468 Shares 2,801 Est. Cost $165.17 Unrealized -1.8%
AXP American Express Co 0.4%
Value ($000) $465 Shares 3,449 Est. Cost $103.86 Unrealized +39.6%
GOOGL Alphabet Inc Cl A 0.4%
Value ($000) $442 Shares 4,620 Est. Cost $109.04 Unrealized +0.9%
POR Portland General Electric Co 0.4%
Value ($000) $426 Shares 9,799 Est. Cost $32.87 Unrealized +33.5%
ABT Abbott Labs 0.4%
Value ($000) $424 Shares 4,385 Est. Cost $99.42 Unrealized +0.6%
ADP Automatic Data Processing Inc 0.4%
Value ($000) $419 Shares 1,852 Est. Cost $147.45 Unrealized +48.6%
UPS United Parcel Service Inc Cl B 0.4%
Value ($000) $418 Shares 2,588 Est. Cost $137.33 Unrealized +16.9%
HUN Huntsman Corp 0.4%
Value ($000) $410 Shares 16,709 Est. Cost $24.81 Unrealized +13.3%
DOW Dow Inc. 0.4%
Value ($000) $407 Shares 9,262 Est. Cost $40.34 Unrealized +2.8%
BRK/A Berkshire Hathaway Inc Cl A 0.4%
Value ($000) $406 Shares 1 Est. Cost $366657.40 Unrealized +16.8%
TGT Target Corp 0.3%
Value ($000) $405 Shares 2,729 Est. Cost $147.51 Unrealized -3.1%
BDX Becton Dickinson & Co 0.3%
Value ($000) $401 Shares 1,801 Est. Cost $214.58 Unrealized +9.3%
NOC Northrop Grumman Corp 0.3%
Value ($000) $391 Shares 832 Est. Cost $287.47 Unrealized +56.8%
NUE Nucor Corp 0.3%
Value ($000) $391 Shares 3,654 Est. Cost $47.42 Unrealized +151.2%
LLY Lilly Eli & Co 0.3%
Value ($000) $388 Shares 1,200 Est. Cost $169.36 Unrealized +81.9%
DUK Duke Energy Corp 0.3%
Value ($000) $384 Shares 4,131 Est. Cost $76.47 Unrealized +23.0%
INTU Intuit 0.3%
Value ($000) $380 Shares 980 Est. Cost $340.30 Unrealized +24.2%
EMR Emerson Electric Co 0.3%
Value ($000) $365 Shares 4,986 Est. Cost $68.33 Unrealized +13.6%
AMT American Tower Corp 0.3%
Value ($000) $364 Shares 1,696 Est. Cost $200.44 Unrealized +14.1%
WY Weyerhaeuser Co 0.3%
Value ($000) $363 Shares 12,719 Est. Cost $24.49 Unrealized +23.0%
Discover Financial Services 0.3%
Value ($000) $355 Shares 3,900 Est. Cost $92.12 Unrealized
GLW Corning Inc 0.3%
Value ($000) $350 Shares 12,057 Est. Cost $32.23 Unrealized -4.6%
NFLX Netflix Inc 0.3%
Value ($000) $330 Shares 1,400 Est. Cost $52.49 Unrealized -57.7%
OKE ONEOK Inc. 0.3%
Value ($000) $319 Shares 6,230 Est. Cost $24.90 Unrealized +99.9%
DVY Ishares Dow Jones Select Dividend Index Fund 0.3%
Value ($000) $318 Shares 2,967 Est. Cost $96.16 Unrealized
DD DuPont de Nemours Inc. 0.3%
Value ($000) $318 Shares 6,307 Est. Cost $23.17 Unrealized -4.0%
MDLZ Mondelez International Inc 0.3%
Value ($000) $313 Shares 5,704 Est. Cost $51.28 Unrealized +10.4%
WM Waste Mgmt Inc Del 0.3%
Value ($000) $312 Shares 1,950 Est. Cost $110.14 Unrealized +42.1%
CHD Church & Dwight Co Inc 0.3%
Value ($000) $300 Shares 4,200 Est. Cost $83.70 Unrealized -1.0%
INTC Intel Corp 0.3%
Value ($000) $293 Shares 11,390 Est. Cost $44.20 Unrealized -26.9%
CTVA Corteva Inc. 0.2%
Value ($000) $286 Shares 5,005 Est. Cost $44.65 Unrealized +25.8%
VYM Vanguard High Dividend Yield Index 0.2%
Value ($000) $285 Shares 3,000 Est. Cost $95.00 Unrealized
PSX Phillips 66 0.2%
Value ($000) $278 Shares 3,443 Est. Cost $50.84 Unrealized +48.3%
ORCL Oracle Corp 0.2%
Value ($000) $273 Shares 4,468 Est. Cost $55.67 Unrealized +26.0%
MET Metlife Inc 0.2%
Value ($000) $271 Shares 4,454 Est. Cost $37.28 Unrealized +54.6%
AEE Ameren Corp 0.2%
Value ($000) $269 Shares 3,340 Est. Cost $68.86 Unrealized +19.3%
VIG Vanguard Dividend Appreciation ETF 0.2%
Value ($000) $266 Shares 1,971 Est. Cost $137.30 Unrealized
THG Hanover Insurance Group Inc 0.2%
Value ($000) $265 Shares 2,063 Est. Cost $95.46 Unrealized +30.1%
NVO Novo-Nordisk A/S ADR 0.2%
Value ($000) $264 Shares 2,647 Est. Cost $69.90 Unrealized
GE General Electric Co 0.2%
Value ($000) $259 Shares 4,192 Est. Cost $47.56 Unrealized -9.1%
KSS Kohls Corp 0.2%
Value ($000) $257 Shares 10,207 Est. Cost $29.09 Unrealized +0.3%
GIS General Mills Inc 0.2%
Value ($000) $256 Shares 3,349 Est. Cost $52.32 Unrealized +29.6%
LHX L3Harris Technologies 0.2%
Value ($000) $255 Shares 1,229 Est. Cost $164.87 Unrealized +30.1%
CFFN Capitol Federal Financial Inc 0.2%
Value ($000) $255 Shares 30,755 Est. Cost $8.49 Unrealized -13.5%
MDT Medtronic PLC 0.2%
Value ($000) $254 Shares 3,149 Est. Cost $94.35 Unrealized -14.4%
ARES ARES Management LP 0.2%
Value ($000) $253 Shares 4,090 Est. Cost $38.71 Unrealized +63.4%
ICE Intercontinental Exchange Inc 0.2%
Value ($000) $250 Shares 2,772 Est. Cost $97.11 Unrealized -1.4%
BAC Bank Of America Corporation 0.2%
Value ($000) $246 Shares 8,143 Est. Cost $23.77 Unrealized +28.7%
Bunge Limited 0.2%
Value ($000) $243 Shares 2,940 Est. Cost $65.57 Unrealized
LEG Leggett & Platt Inc 0.2%
Value ($000) $239 Shares 7,192 Est. Cost $42.02 Unrealized -9.6%
Kellogg Co 0.2%
Value ($000) $237 Shares 3,399 Est. Cost $50.22 Unrealized +21.8%
CRM Salesforce.com Inc 0.2%
Value ($000) $233 Shares 1,620 Est. Cost $237.97 Unrealized -29.6%
XEL Xcel Energy Inc 0.2%
Value ($000) $228 Shares 3,559 Est. Cost $59.11 Unrealized +9.7%
VFC V F Corp 0.2%
Value ($000) $228 Shares 7,623 Est. Cost $79.91 Unrealized -46.0%
LUV Southwest Airls Co 0.2%
Value ($000) $226 Shares 7,317 Est. Cost $42.88 Unrealized -18.7%
ALL Allstate Corp 0.2%
Value ($000) $224 Shares 1,796 Est. Cost $86.64 Unrealized +32.3%
KMB Kimberly Clark Corp 0.2%
Value ($000) $217 Shares 1,928 Est. Cost $115.97 Unrealized -1.4%
MMM 3m Co 0.2%
Value ($000) $217 Shares 1,968 Est. Cost $115.01 Unrealized -16.2%
BAX Baxter International Inc 0.2%
Value ($000) $217 Shares 4,026 Est. Cost $71.03 Unrealized -22.1%
ZBH Zimmer Biomet Holdings Inc 0.2%
Value ($000) $213 Shares 2,034 Est. Cost $133.33 Unrealized -20.1%
CSX Csx Corp 0.2%
Value ($000) $209 Shares 7,836 Est. Cost $29.10 Unrealized +1.7%
CAG Conagra Brands Inc 0.2%
Value ($000) $205 Shares 6,297 Est. Cost $28.87 Unrealized +0.6%
OC Owens Corning 0.2%
Value ($000) $201 Shares 2,560 Est. Cost $72.87 Unrealized +15.3%
WBD Warner Bros Discovery Inc 0.2%
Value ($000) $199 Shares 17,263 Est. Cost $18.55 Unrealized -26.7%
EW Edwards Lifescience Corp 0.2%
Value ($000) $198 Shares 2,400 Est. Cost $82.95 Unrealized +16.0%
Activision Blizzard Inc 0.2%
Value ($000) $196 Shares 2,640 Est. Cost $92.80 Unrealized
FI Enhanced Large Cap Growth 0.2%
Value ($000) $194 Shares 528 Est. Cost $553.03 Unrealized
C Citigroup Inc 0.2%
Value ($000) $184 Shares 4,421 Est. Cost $42.37 Unrealized +3.1%
Pioneer Natural Resources Co 0.2%
Value ($000) $183 Shares 845 Est. Cost $113.61 Unrealized
ENB Enbridge Inc 0.2%
Value ($000) $179 Shares 4,812 Est. Cost $23.61 Unrealized +43.2%
EPD Enterprise Products Partners LP 0.2%
Value ($000) $179 Shares 7,520 Est. Cost $19.94 Unrealized
NVS Novartis AG ADR 0.2%
Value ($000) $177 Shares 2,330 Est. Cost $91.13 Unrealized
LMT Lockheed Martin Corp 0.2%
Value ($000) $177 Shares 458 Est. Cost $336.19 Unrealized +13.3%
O Realty Income Corp 0.1%
Value ($000) $161 Shares 2,770 Est. Cost $50.97 Unrealized +12.4%
AWK American Water Works Co Inc 0.1%
Value ($000) $160 Shares 1,230 Est. Cost $139.36 Unrealized +0.5%
TSLA Tesla Inc 0.1%
Value ($000) $159 Shares 597 Est. Cost $254.08 Unrealized +9.9%
HSY Hershey Company 0.1%
Value ($000) $155 Shares 704 Est. Cost $172.72 Unrealized +18.8%
HAL Halliburton Co 0.1%
Value ($000) $152 Shares 6,150 Est. Cost $14.16 Unrealized +87.5%
EXC Exelon Corp 0.1%
Value ($000) $151 Shares 4,028 Est. Cost $25.12 Unrealized +55.5%
CMCSA Comcast Corp Cl A 0.1%
Value ($000) $140 Shares 4,768 Est. Cost $42.15 Unrealized -20.1%
NOV NOV Inc Com 0.1%
Value ($000) $140 Shares 8,620 Est. Cost $14.51 Unrealized +15.9%
SYK Stryker Corp 0.1%
Value ($000) $138 Shares 680 Est. Cost $214.57 Unrealized -5.4%
CLX The Clorox Company 0.1%
Value ($000) $137 Shares 1,067 Est. Cost $171.70 Unrealized -24.9%
Walgreens Boots Alliance Inc 0.1%
Value ($000) $135 Shares 4,293 Est. Cost $39.79 Unrealized
CB Chubb Limited 0.1%
Value ($000) $134 Shares 737 Est. Cost $134.41 Unrealized +35.2%
USB US Bancorp 0.1%
Value ($000) $132 Shares 3,275 Est. Cost $33.98 Unrealized +15.4%
NTRS Northern Tr Corp 0.1%
Value ($000) $130 Shares 1,525 Est. Cost $75.32 Unrealized +14.5%
GD General Dynamics Corp 0.1%
Value ($000) $128 Shares 601 Est. Cost $130.64 Unrealized +61.4%
GS Goldman Sachs Group Inc. 0.1%
Value ($000) $128 Shares 436 Est. Cost $197.01 Unrealized +50.8%
PAYX Paychex Inc 0.1%
Value ($000) $123 Shares 1,100 Est. Cost $76.93 Unrealized +45.7%
GILD Gilead SCI Inc 0.1%
Value ($000) $123 Shares 1,992 Est. Cost $49.35 Unrealized +13.0%
GUNR FlexShare Global Upstream Nat Res ETF 0.1%
Value ($000) $122 Shares 3,254 Est. Cost $36.81 Unrealized
Summit Materials Inc 0.1%
Value ($000) $118 Shares 4,931 Est. Cost $20.08 Unrealized
AMD Advanced Micor Devices 0.1%
Value ($000) $117 Shares 1,843 Est. Cost $119.38 Unrealized -28.7%
STBA S & T Bancorp Inc 0.1%
Value ($000) $117 Shares 4,000 Est. Cost $22.08 Unrealized +36.0%
AI Powered Equity Managers Trust ETF 0.1%
Value ($000) $116 Shares 4,000 Est. Cost $38.25 Unrealized
LW Lamb Weston Holding Inc 0.1%
Value ($000) $115 Shares 1,497 Est. Cost $66.96 Unrealized +10.1%
CNI Canadian National Railway Co 0.1%
Value ($000) $114 Shares 1,059 Est. Cost $97.95 Unrealized +13.7%
SEM Select Medical Holding Co 0.1%
Value ($000) $111 Shares 5,008 Est. Cost $12.02 Unrealized +11.4%
IWS Ishares Russell Midcap Value Index Fund 0.1%
Value ($000) $111 Shares 1,152 Est. Cost $97.22 Unrealized
VYMI Vanguard International High DVD Yield 0.1%
Value ($000) $107 Shares 2,050 Est. Cost $52.20 Unrealized
DIA MFC SPDR Dow Jones Industrial Average ETF Tr 0.1%
Value ($000) $106 Shares 370 Est. Cost $307.89 Unrealized
RSG Republic Services Inc 0.1%
Value ($000) $102 Shares 750 Est. Cost $88.75 Unrealized +50.8%
AVDV Avantis Intl Small Cap Value 0.1%
Value ($000) $101 Shares 2,125 Est. Cost $47.53 Unrealized
AB AllianceBernstein Holding LP 0.1%
Value ($000) $100 Shares 2,865 Est. Cost $37.24 Unrealized
JBHT Hunt (Jb)transportation Svcs Inc 0.1%
Value ($000) $98 Shares 626 Est. Cost $126.49 Unrealized +33.5%
BA Boeing Co 0.1%
Value ($000) $97 Shares 800 Est. Cost $184.96 Unrealized -17.1%
CAH Cardinal Health Inc 0.1%
Value ($000) $97 Shares 1,452 Est. Cost $45.57 Unrealized +30.0%
FE Firstenergy Corp 0.1%
Value ($000) $95 Shares 2,582 Est. Cost $25.87 Unrealized +32.9%
AMP Ameriprise Financial Inc 0.1%
Value ($000) $91 Shares 361 Est. Cost $172.26 Unrealized +45.5%
UI Ubiquiti Inc 0.1%
Value ($000) $91 Shares 310 Est. Cost $230.03 Unrealized +28.2%
AVUV Avantis US Small Cap Value 0.1%
Value ($000) $89 Shares 1,350 Est. Cost $65.93 Unrealized
CEG Constellation Energy 0.1%
Value ($000) $88 Shares 1,060 Est. Cost $58.42 Unrealized +22.8%
IWP Ishares Russell Midcap Growth 0.1%
Value ($000) $86 Shares 1,096 Est. Cost $103.10 Unrealized
CMI Cummins Inc 0.1%
Value ($000) $84 Shares 411 Est. Cost $183.04 Unrealized +7.2%
MDIV First Tr Multi Asset Diversified Income Index 0.1%
Value ($000) $82 Shares 5,700 Est. Cost $15.09 Unrealized
BIIB Biogen Idec Inc 0.1%
Value ($000) $81 Shares 304 Est. Cost $233.98 Unrealized -9.2%
DAR Darling Ingredients Inc. 0.1%
Value ($000) $79 Shares 1,200 Est. Cost $47.78 Unrealized +45.9%
QQQ Invesco QQQ Trust Series I 0.1%
Value ($000) $78 Shares 290 Est. Cost $313.79 Unrealized
IWN Ishares Russell 2000 Value Index Fund 0.1%
Value ($000) $77 Shares 600 Est. Cost $131.99 Unrealized
JEPI JP Morgan Equity Premium Income ETF 0.1%
Value ($000) $77 Shares 1,500 Est. Cost $51.33 Unrealized
PEG Public Svc Enterprise Group 0.1%
Value ($000) $77 Shares 1,366 Est. Cost $52.27 Unrealized +9.7%
Twitter Inc 0.1%
Value ($000) $77 Shares 1,774 Est. Cost $53.99 Unrealized
PPG PPG Industries Inc 0.1%
Value ($000) $74 Shares 672 Est. Cost $124.79 Unrealized -7.9%
OGE OGE 0.1%
Value ($000) $73 Shares 1,998 Est. Cost $32.31 Unrealized +24.9%
ORI Old Rep Intl Corp 0.1%
Value ($000) $72 Shares 3,484 Est. Cost $11.18 Unrealized +55.7%
APAM Artisan Partners Asset MA-A 0.1%
Value ($000) $71 Shares 2,625 Est. Cost $31.52 Unrealized -16.6%
PAA Plains All American Pipeline LP 0.1%
Value ($000) $71 Shares 6,773 Est. Cost $9.60 Unrealized
ES Eversource Energy 0.1%
Value ($000) $71 Shares 907 Est. Cost $70.27 Unrealized +8.2%
MAS Masco Corp 0.1%
Value ($000) $70 Shares 1,500 Est. Cost $50.31 Unrealized -2.9%
AVEM Avantis Emerging Markets Equity 0.1%
Value ($000) $69 Shares 1,500 Est. Cost $46.00 Unrealized
XYL Xylem Inc 0.1%
Value ($000) $68 Shares 779 Est. Cost $88.59 Unrealized -1.5%
VLUE iShares Edge MSCI USA Value ETF 0.1%
Value ($000) $66 Shares 802 Est. Cost $86.69 Unrealized
SYY Sysco Corp 0.1%
Value ($000) $66 Shares 930 Est. Cost $62.13 Unrealized +21.9%
IVV Ishares S&P 500 Index Fund 0.1%
Value ($000) $65 Shares 182 Est. Cost $418.52 Unrealized
OTIS Otis Worldwide Corp 0.1%
Value ($000) $65 Shares 1,019 Est. Cost $62.87 Unrealized +10.2%
FAST Fastenal Co 0.1%
Value ($000) $64 Shares 1,400 Est. Cost $24.63 Unrealized -5.8%
MS Morgan Stanley Com New 0.1%
Value ($000) $64 Shares 811 Est. Cost $48.82 Unrealized +54.1%
KEY Keycorp New 0.1%
Value ($000) $63 Shares 3,938 Est. Cost $11.68 Unrealized +27.4%
KIM Kimco Realty Corp 0.1%
Value ($000) $62 Shares 3,395 Est. Cost $10.60 Unrealized +69.0%
WMB Williams Companies Inc 0.1%
Value ($000) $61 Shares 2,136 Est. Cost $15.63 Unrealized +78.5%
TJX TJX Companies Inc 0.1%
Value ($000) $61 Shares 982 Est. Cost $56.47 Unrealized +6.1%
FSLR First Solar Inc 0.1%
Value ($000) $61 Shares 460 Est. Cost $86.71 Unrealized +23.6%
IWD IShares Russell 1000 Value 0.1%
Value ($000) $60 Shares 440 Est. Cost $141.87 Unrealized
NXPI NXP Semiconductors 0.1%
Value ($000) $59 Shares 400 Est. Cost $134.81 Unrealized +16.4%
IVLU IShares Edge MSCI Intl Value 0.0%
Value ($000) $57 Shares 2,875 Est. Cost $19.83 Unrealized
Nuveen Multi-Strategy Income & Growth Fund 2 0.0%
Value ($000) $57 Shares 11,094 Est. Cost $6.31 Unrealized
Nuveen Floating Rate Income 0.0%
Value ($000) $57 Shares 7,048 Est. Cost $9.12 Unrealized
EOG Eog Res Inc 0.0%
Value ($000) $56 Shares 500 Est. Cost $34.11 Unrealized +186.3%
MLPX Global X MLP & Energy Infrastructure 0.0%
Value ($000) $55 Shares 1,470 Est. Cost $37.41 Unrealized
IVW IShares S&P 500 Growth Index Fund 0.0%
Value ($000) $55 Shares 956 Est. Cost $73.22 Unrealized
QQQJ Invesco Nasdaq Next Gen 100 ETF 0.0%
Value ($000) $55 Shares 2,483 Est. Cost $31.83 Unrealized
Linde PLC 0.0%
Value ($000) $54 Shares 200 Est. Cost $290.00 Unrealized
IWF Ishares Russell 1000 Growth 0.0%
Value ($000) $53 Shares 250 Est. Cost $240.00 Unrealized
ADM Archer-Daniels Midland Co 0.0%
Value ($000) $53 Shares 658 Est. Cost $44.61 Unrealized +66.5%
HBAN Huntington Bancshares Inc 0.0%
Value ($000) $53 Shares 4,006 Est. Cost $9.01 Unrealized +26.7%
META Meta Platforms Inc 0.0%
Value ($000) $52 Shares 387 Est. Cost $260.93 Unrealized -38.3%
Nuveen Preferred Income Opportunities Fund 0.0%
Value ($000) $52 Shares 7,414 Est. Cost $9.51 Unrealized
EL Estee Lauder Cl A 0.0%
Value ($000) $52 Shares 241 Est. Cost $223.63 Unrealized +7.6%
TM Toyota Motor Corp 0.0%
Value ($000) $52 Shares 398 Est. Cost $153.99 Unrealized
DEO Diageo Plc 0.0%
Value ($000) $50 Shares 292 Est. Cost $159.09 Unrealized
NVDA Nvidia Corp 0.0%
Value ($000) $49 Shares 398 Est. Cost $18.64 Unrealized -15.3%
PSK SPDR ICE Preferred Securities EFT 0.0%
Value ($000) $49 Shares 1,406 Est. Cost $34.74 Unrealized
MA Mastercard Inc 0.0%
Value ($000) $48 Shares 170 Est. Cost $332.89 Unrealized -2.3%
PH Parker Hannifin Corp 0.0%
Value ($000) $48 Shares 200 Est. Cost $255.11 Unrealized +1.5%
BTI British American Tobacco ADR 0.0%
Value ($000) $48 Shares 1,358 Est. Cost $37.24 Unrealized
BP BP P.L.C. Adr 0.0%
Value ($000) $46 Shares 1,613 Est. Cost $24.66 Unrealized
IVE Ishares S&P 500 Value Index Fund 0.0%
Value ($000) $46 Shares 355 Est. Cost $146.48 Unrealized
KR Kroger Co 0.0%
Value ($000) $45 Shares 1,018 Est. Cost $31.04 Unrealized +42.0%
ITW Illinois Tool Works 0.0%
Value ($000) $45 Shares 250 Est. Cost $182.99 Unrealized -0.7%
IJH iShares S&P MidCap 400 0.0%
Value ($000) $45 Shares 205 Est. Cost $263.41 Unrealized
Nuveen Quality Preferred II 0.0%
Value ($000) $45 Shares 6,837 Est. Cost $9.71 Unrealized
ARW Arrow Electrs Inc 0.0%
Value ($000) $45 Shares 483 Est. Cost $88.50 Unrealized +23.3%
BK Bank New York Mellon Corp 0.0%
Value ($000) $45 Shares 1,170 Est. Cost $33.17 Unrealized +16.6%
ZTS Zoetis Inc Com 0.0%
Value ($000) $44 Shares 300 Est. Cost $190.28 Unrealized -15.2%
NVST Envista Holdings Corp 0.0%
Value ($000) $43 Shares 1,314 Est. Cost $28.99 Unrealized +30.7%
EIX Edison Intl 0.0%
Value ($000) $42 Shares 736 Est. Cost $57.41 Unrealized -1.2%
Magellan Midstream Partners LP 0.0%
Value ($000) $40 Shares 840 Est. Cost $42.86 Unrealized
MCK McKesson Corp 0.0%
Value ($000) $40 Shares 117 Est. Cost $161.42 Unrealized +111.4%
Eaton Vance Tax Managed Diversified Equity 0.0%
Value ($000) $39 Shares 3,625 Est. Cost $12.14 Unrealized
ED Consolidated Edison Inc 0.0%
Value ($000) $39 Shares 460 Est. Cost $64.61 Unrealized +32.9%
GEF Greif Inc 0.0%
Value ($000) $38 Shares 633 Est. Cost $38.30 Unrealized +55.3%
TSCO Tractor Supply Company 0.0%
Value ($000) $37 Shares 200 Est. Cost $38.12 Unrealized -3.7%
Nuveen NASDAQ 100 Dynamic Overwrite Fund 0.0%
Value ($000) $36 Shares 1,754 Est. Cost $26.23 Unrealized
Eaton Vance Enhanced Equity Income II 0.0%
Value ($000) $35 Shares 2,299 Est. Cost $21.75 Unrealized
ROST Ross Stores Inc 0.0%
Value ($000) $34 Shares 402 Est. Cost $99.15 Unrealized -17.6%
KMI Kinder Morgan Inc 0.0%
Value ($000) $34 Shares 2,020 Est. Cost $9.94 Unrealized +48.7%
YUM Yum! Brands Inc 0.0%
Value ($000) $33 Shares 313 Est. Cost $92.76 Unrealized +17.3%
VGSH Vanguard Short-Term Treasury ETF 0.0%
Value ($000) $33 Shares 566 Est. Cost $58.04 Unrealized
ARCC Ares Capital Corp 0.0%
Value ($000) $32 Shares 1,880 Est. Cost $9.58 Unrealized +45.3%
VIGI Vanguard International DVD Apprecation 0.0%
Value ($000) $31 Shares 500 Est. Cost $62.00 Unrealized
Blackrock Inc 0.0%
Value ($000) $31 Shares 56 Est. Cost $736.88 Unrealized
IXUS Ishares Core International Stock ETF 0.0%
Value ($000) $31 Shares 602 Est. Cost $60.65 Unrealized
FRCB First Republic Bank San Francisco CA 0.0%
Value ($000) $31 Shares 238 Est. Cost $128.36 Unrealized +19.1%
MCHP Microchip Technology Inc Com 0.0%
Value ($000) $31 Shares 514 Est. Cost $68.96 Unrealized -12.1%
XMHIX Pioneer Mun High Income Fund Inc 0.0%
Value ($000) $31 Shares 3,736 Est. Cost $12.46 Unrealized
Nuveen S&P 500 Buy-Write Income Fd 0.0%
Value ($000) $30 Shares 2,485 Est. Cost $12.86 Unrealized
OXY Occidental Pete Corp Del 0.0%
Value ($000) $30 Shares 496 Est. Cost $16.93 Unrealized +258.5%
JAZZ Jazz Pharmaceuticals PLC 0.0%
Value ($000) $30 Shares 225 Est. Cost $148.94 Unrealized +2.1%
Eaton Vance Tax Managed Global Income Fund 0.0%
Value ($000) $29 Shares 4,000 Est. Cost $8.75 Unrealized
MDY SPDR S&P Midcap 400 ETF 0.0%
Value ($000) $28 Shares 70 Est. Cost $414.29 Unrealized
NTR Nutrien LTD 0.0%
Value ($000) $28 Shares 340 Est. Cost $37.68 Unrealized +104.4%
VOD Vodafone Group PLC - ADR 0.0%
Value ($000) $28 Shares 2,423 Est. Cost $17.39 Unrealized
OGS One Gas Inc 0.0%
Value ($000) $28 Shares 395 Est. Cost $75.58 Unrealized +6.6%
UHT Universal Health Realty Income Trust 0.0%
Value ($000) $28 Shares 640 Est. Cost $64.06 Unrealized
PBT Permian Basin Royalty Trust 0.0%
Value ($000) $27 Shares 1,640 Est. Cost $3.05 Unrealized
Nuveen Floating Rate Income Opportunity Fund 0.0%
Value ($000) $26 Shares 3,192 Est. Cost $9.60 Unrealized
RYLD Global X Russell 2000 Covered Call 0.0%
Value ($000) $26 Shares 1,400 Est. Cost $18.57 Unrealized
STIP IShares 0-5 year TIPS Bond ETF 0.0%
Value ($000) $26 Shares 275 Est. Cost $101.82 Unrealized
IJR Ishares S&P Smallcap 600 0.0%
Value ($000) $26 Shares 300 Est. Cost $113.33 Unrealized
ROP Roper Technologies 0.0%
Value ($000) $25 Shares 69 Est. Cost $398.27 Unrealized +0.0%
SNA Snap-On Inc 0.0%
Value ($000) $24 Shares 119 Est. Cost $193.59 Unrealized +1.9%
TFC Truist Financial Corp 0.0%
Value ($000) $24 Shares 553 Est. Cost $35.66 Unrealized +12.7%
WAB Wabtec Corp 0.0%
Value ($000) $23 Shares 285 Est. Cost $66.42 Unrealized +30.5%
Nuveen Muni Credit Income Fund 0.0%
Value ($000) $23 Shares 2,023 Est. Cost $16.26 Unrealized
MDC Holdings Inc 0.0%
Value ($000) $23 Shares 832 Est. Cost $49.59 Unrealized
Wells Fargo Multi Sector Income Fund 0.0%
Value ($000) $22 Shares 2,567 Est. Cost $12.08 Unrealized
WEC WEC Energy Group Inc 0.0%
Value ($000) $22 Shares 245 Est. Cost $89.42 Unrealized +1.5%
QCOM Qualcomm Inc 0.0%
Value ($000) $22 Shares 197 Est. Cost $126.84 Unrealized +0.2%
Nuveen Muni High Income Opportunity Fund 0.0%
Value ($000) $22 Shares 2,159 Est. Cost $14.56 Unrealized
Interpublic Group Of Co 0.0%
Value ($000) $21 Shares 828 Est. Cost $17.29 Unrealized +43.7%
LYB Lyondellbasel Industries 0.0%
Value ($000) $21 Shares 280 Est. Cost $57.51 Unrealized +17.3%
CC Chemours Co 0.0%
Value ($000) $21 Shares 841 Est. Cost $20.21 Unrealized +43.9%
KHC Kraft Heinz Co 0.0%
Value ($000) $20 Shares 600 Est. Cost $30.17 Unrealized +4.3%
TDC Teradata Corp 0.0%
Value ($000) $20 Shares 650 Est. Cost $21.45 Unrealized +62.9%
QUAL ishares Edge MSCI USA Quality Factor ETF 0.0%
Value ($000) $19 Shares 182 Est. Cost $116.16 Unrealized
PFF IShares U.S. Preferred Stock ETF 0.0%
Value ($000) $19 Shares 600 Est. Cost $38.33 Unrealized
SEIC SEI Investments Company 0.0%
Value ($000) $18 Shares 373 Est. Cost $50.82 Unrealized +2.6%
PSA Public Storage 0.0%
Value ($000) $18 Shares 60 Est. Cost $183.60 Unrealized +53.1%
RWX SPDR Dow Jones International Real Estate 0.0%
Value ($000) $17 Shares 713 Est. Cost $33.66 Unrealized
CCI Crown Castle Inc 0.0%
Value ($000) $17 Shares 115 Est. Cost $127.80 Unrealized +11.5%
TMUS T-Mobile US Inc 0.0%
Value ($000) $17 Shares 129 Est. Cost $126.05 Unrealized +7.6%
GRMN Garmin LTD 0.0%
Value ($000) $17 Shares 206 Est. Cost $98.98 Unrealized -11.4%
PBF PBF Energy INC 0.0%
Value ($000) $17 Shares 490 Est. Cost $6.52 Unrealized +385.8%
RWT Redwood Trust Inc 0.0%
Value ($000) $16 Shares 2,706 Est. Cost $8.78 Unrealized
IP Intl Paper Co 0.0%
Value ($000) $16 Shares 515 Est. Cost $36.36 Unrealized -3.7%
IJJ Ishares S&P Midcap 400 Value Index Fund 0.0%
Value ($000) $16 Shares 176 Est. Cost $85.23 Unrealized
WHR Whirlpool Corp 0.0%
Value ($000) $15 Shares 110 Est. Cost $191.55 Unrealized -16.9%
TMO Thermo Fisher Scientific Inc 0.0%
Value ($000) $15 Shares 29 Est. Cost $554.13 Unrealized 0.0%
CME CME Group Inc 0.0%
Value ($000) $15 Shares 85 Est. Cost $138.43 Unrealized +23.2%
John Hancock Preferred Income III 0.0%
Value ($000) $15 Shares 1,000 Est. Cost $17.33 Unrealized
Nuveen Amt Free Muni Credit Income Fund 0.0%
Value ($000) $14 Shares 1,230 Est. Cost $16.99 Unrealized
DRIV Global X Autonomous & Elec ETF 0.0%
Value ($000) $14 Shares 700 Est. Cost $27.08 Unrealized
PFG Principal Financial Group 0.0%
Value ($000) $14 Shares 197 Est. Cost $63.59 Unrealized 0.0%
INN Summit Hotel Properties Inc 0.0%
Value ($000) $14 Shares 2,019 Est. Cost $9.01 Unrealized
ADSK Autodesk Inc 0.0%
Value ($000) $14 Shares 73 Est. Cost $263.53 Unrealized -23.3%
TotalEnergies SE - Sponsore 0.0%
Value ($000) $14 Shares 300 Est. Cost $53.33 Unrealized
DEM Wisdomtree Emerging Markets High DVD Fund 0.0%
Value ($000) $14 Shares 430 Est. Cost $41.86 Unrealized
CARR Carrier Global Corporation 0.0%
Value ($000) $14 Shares 400 Est. Cost $39.12 Unrealized -3.9%
AVGO Broadcom Inc 0.0%
Value ($000) $13 Shares 29 Est. Cost $48.08 Unrealized 0.0%
CNK Cinemark Holdings Inc 0.0%
Value ($000) $13 Shares 1,099 Est. Cost $12.42 Unrealized +24.6%
EFA IShares Msci Eafe Index Fund 0.0%
Value ($000) $13 Shares 228 Est. Cost $72.95 Unrealized
A Agilent Technologies Inc 0.0%
Value ($000) $12 Shares 100 Est. Cost $119.66 Unrealized +4.8%
AXON Axon Enterprise Inc 0.0%
Value ($000) $12 Shares 100 Est. Cost $105.73 Unrealized +7.2%
VMware Inc 0.0%
Value ($000) $12 Shares 110 Est. Cost $118.18 Unrealized
RY Royal Bank of Canada 0.0%
Value ($000) $12 Shares 133 Est. Cost $102.27 Unrealized -6.2%
Eaton Vance Tax-Mgd Buy-Write Opp Fd 0.0%
Value ($000) $12 Shares 937 Est. Cost $14.94 Unrealized
PYPL Paypal Holdings Inc 0.0%
Value ($000) $11 Shares 128 Est. Cost $164.82 Unrealized -46.3%
FOXA Fox Corp CL A 0.0%
Value ($000) $11 Shares 361 Est. Cost $26.17 Unrealized +23.7%
FTS Fortis Inc 0.0%
Value ($000) $11 Shares 300 Est. Cost $42.54 Unrealized -7.0%
FMC F M C Corp Com New 0.0%
Value ($000) $11 Shares 100 Est. Cost $106.89 Unrealized -11.2%
SAP SAP AG 0.0%
Value ($000) $11 Shares 136 Est. Cost $132.35 Unrealized
SHEL Shell PLC-ADR 0.0%
Value ($000) $11 Shares 217 Est. Cost $50.69 Unrealized
CVY Invesco ETF Zacks Multi-Asset Income Fund 0.0%
Value ($000) $11 Shares 545 Est. Cost $20.18 Unrealized
LYTS LSI Industries Inc 0.0%
Value ($000) $11 Shares 1,385 Est. Cost $7.70 Unrealized -9.5%
Blackrock Enhanced Equity Dividend Trust 0.0%
Value ($000) $11 Shares 1,364 Est. Cost $8.80 Unrealized
DAL Delta Air Lines Inc 0.0%
Value ($000) $10 Shares 359 Est. Cost $35.38 Unrealized -12.7%
FDX Fedex Corp 0.0%
Value ($000) $10 Shares 65 Est. Cost $235.17 Unrealized -16.8%
SPG Simon Property Group Inc 0.0%
Value ($000) $10 Shares 110 Est. Cost $57.65 Unrealized +46.7%
NDAQ Nasdaq OMX Group 0.0%
Value ($000) $9 Shares 165 Est. Cost $56.03 Unrealized +0.0%
DELL Dell Technologies Inc. 0.0%
Value ($000) $9 Shares 251 Est. Cost $31.93 Unrealized +22.5%
PLD Prologis Inc Com 0.0%
Value ($000) $9 Shares 92 Est. Cost $123.36 Unrealized -9.6%
BHP BHP Group LTD 0.0%
Value ($000) $9 Shares 179 Est. Cost $59.14 Unrealized
Steelcase Inc 0.0%
Value ($000) $9 Shares 1,305 Est. Cost $13.79 Unrealized
LKQ Lkq Corp 0.0%
Value ($000) $9 Shares 200 Est. Cost $44.76 Unrealized +6.7%
TAK Takeda Pharmaceutic-SP 0.0%
Value ($000) $9 Shares 706 Est. Cost $17.42 Unrealized
IJT IShares S&P Smallcap 600 Growth Index Fund 0.0%
Value ($000) $8 Shares 74 Est. Cost $116.28 Unrealized
TE Connectivity LTD 0.0%
Value ($000) $8 Shares 75 Est. Cost $106.67 Unrealized
IJK iShares S&P Mid-Cap 400 Growth ETF 0.0%
Value ($000) $8 Shares 132 Est. Cost $75.76 Unrealized
PRU Prudential Financial Inc 0.0%
Value ($000) $8 Shares 96 Est. Cost $58.92 Unrealized +38.3%
PNC PNC Bk Corp 0.0%
Value ($000) $8 Shares 51 Est. Cost $141.99 Unrealized 0.0%
EMBC Embecta Corporation 0.0%
Value ($000) $8 Shares 290 Est. Cost $25.42 Unrealized +2.9%
ENPH Enphase Energy Inc 0.0%
Value ($000) $8 Shares 30 Est. Cost $175.19 Unrealized +54.0%
ECL Ecolab Inc 0.0%
Value ($000) $8 Shares 53 Est. Cost $156.07 Unrealized 0.0%
BKNG Booking Holdings Inc 0.0%
Value ($000) $8 Shares 5 Est. Cost $1848.19 Unrealized 0.0%
BDCZ ETRACS Wells Fargo BUS DEV CO Index ETN SER B 0.0%
Value ($000) $7 Shares 476 Est. Cost $16.81 Unrealized
J Jacobs Solutions Inc Com 0.0%
Value ($000) $7 Shares 60 Est. Cost $100.68 Unrealized 0.0%
ADBE Adobe Systems Inc 0.0%
Value ($000) $7 Shares 24 Est. Cost $378.38 Unrealized 0.0%
EFG iShares MSCI EAFE Growth ETF 0.0%
Value ($000) $6 Shares 89 Est. Cost $101.12 Unrealized
TPR Tapestry Inc 0.0%
Value ($000) $6 Shares 200 Est. Cost $29.52 Unrealized +2.9%
AMBA Ambarella Inc 0.0%
Value ($000) $6 Shares 100 Est. Cost $80.58 Unrealized -8.0%
OMC Omnicom Group Inc 0.0%
Value ($000) $6 Shares 100 Est. Cost $65.19 Unrealized -7.5%
VGIT Vanguard Intermediate - Term T 0.0%
Value ($000) $6 Shares 104 Est. Cost $57.69 Unrealized
HIG Hartford Finl Svcs Group Inc 0.0%
Value ($000) $6 Shares 100 Est. Cost $65.15 Unrealized -6.7%
CTSH Cognizant Technology Solutions Corp 0.0%
Value ($000) $6 Shares 100 Est. Cost $72.07 Unrealized -14.1%
NWL Newell Brands Inc. 0.0%
Value ($000) $6 Shares 465 Est. Cost $16.91 Unrealized -5.7%
HSBC HSBC Holdings Plc Adr 0.0%
Value ($000) $6 Shares 212 Est. Cost $26.17 Unrealized
MUFG Mitsubishi UFJ Financial Group 0.0%
Value ($000) $5 Shares 1,093 Est. Cost $4.37 Unrealized
NTB Bank of N.T. Butterfield & Son 0.0%
Value ($000) $5 Shares 150 Est. Cost $28.01 Unrealized +0.3%
LVS Las Vegas Sands Corp 0.0%
Value ($000) $5 Shares 125 Est. Cost $50.91 Unrealized -30.1%
COF Capital One Financial Corp 0.0%
Value ($000) $5 Shares 50 Est. Cost $77.69 Unrealized +29.1%
Wells Fargo Income Opportunities 0.0%
Value ($000) $5 Shares 750 Est. Cost $8.00 Unrealized
NLY Annaly Capital Management Inc 0.0%
Value ($000) $4 Shares 254 Est. Cost $15.75 Unrealized
Nuveen Enhanced AMT Free Quality Muni Income 0.0%
Value ($000) $4 Shares 333 Est. Cost $15.52 Unrealized
FTV Fortive Corporation 0.0%
Value ($000) $4 Shares 70 Est. Cost $46.07 Unrealized 0.0%
SFIX Stitch Fix Inc 0.0%
Value ($000) $4 Shares 1,040 Est. Cost $42.79 Unrealized -86.7%
KTB Kontoor Brands Inc. 0.0%
Value ($000) $4 Shares 132 Est. Cost $38.84 Unrealized -4.6%
Laboratory Corp of America Holdings 0.0%
Value ($000) $4 Shares 20 Est. Cost $200.00 Unrealized
SWK Stanley Black & Decker Inc 0.0%
Value ($000) $4 Shares 59 Est. Cost $150.00 Unrealized -44.0%
LARK Landmark Bancorp Inc 0.0%
Value ($000) $3 Shares 132 Est. Cost $22.10 Unrealized -0.5%
MDU Mdu Resources Group Inc 0.0%
Value ($000) $3 Shares 100 Est. Cost $9.15 Unrealized +9.5%
ARKK ARK Innovation ETF 0.0%
Value ($000) $3 Shares 80 Est. Cost $101.16 Unrealized
ABBNY ABB LTD ADR 0.0%
Value ($000) $3 Shares 100 Est. Cost $30.00 Unrealized
First Trust Four Corners Senior Floating Rate 0.0%
Value ($000) $3 Shares 312 Est. Cost $12.82 Unrealized
HOG Harley Davidson Inc 0.0%
Value ($000) $3 Shares 100 Est. Cost $35.54 Unrealized +5.7%
NuStar Energy LP 0.0%
Value ($000) $2 Shares 114 Est. Cost $17.54 Unrealized
RIVN Rivian Automotive Inc Cl A 0.0%
Value ($000) $2 Shares 50 Est. Cost $31.23 Unrealized +9.1%
OXY/WS Occidental Petroleum Corp WT Expire 08/03/27 0.0%
Value ($000) $2 Shares 70 Est. Cost $28.57 Unrealized
APA APA Corporation 0.0%
Value ($000) $2 Shares 50 Est. Cost $16.01 Unrealized +98.8%
Blackrock Enhanced Int'l Dividend Trust 0.0%
Value ($000) $2 Shares 500 Est. Cost $6.00 Unrealized
BFH Alliance Data Systems Corp 0.0%
Value ($000) $2 Shares 60 Est. Cost $46.01 Unrealized -20.4%
Invesco Municipal Trust 0.0%
Value ($000) $2 Shares 200 Est. Cost $13.18 Unrealized
LUMN Lumen Technologies Inc 0.0%
Value ($000) $2 Shares 330 Est. Cost $10.82 Unrealized -7.4%
IVZ Invesco LTD 0.0%
Value ($000) $1 Shares 41 Est. Cost $12.44 Unrealized +15.7%
ALC Alcon Inc 0.0%
Value ($000) $1 Shares 16 Est. Cost $61.67 Unrealized +11.4%
JOBY Joby Aviation Inc 0.0%
Value ($000) $1 Shares 260 Est. Cost $5.27 Unrealized +4.1%
WDS Woodside Petroleum - SP ADR 0.0%
Value ($000) $1 Shares 64 Est. Cost $15.63 Unrealized
ZIMVIE INC 0.0%
Value ($000) $1 Shares 57 Est. Cost $11.11 Unrealized
VTRS Viatris Inc. 0.0%
Value ($000) $1 Shares 148 Est. Cost $12.55 Unrealized -32.9%
M Macy's Inc 0.0%
Value ($000) $1 Shares 35 Est. Cost $8.56 Unrealized +107.0%
BHF Brighthouse Financial Inc 0.0%
Value ($000) $0 Shares 9 Est. Cost $34.33 Unrealized +32.6%