BlackDiamond Wealth Management Inc. Diversified Active

CIK: 0001903059 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 12, 2025

Total Value ($000): $183,276 (100.0% shares, 0.0% debt)

Holdings (175)

USFR WISDOMTREE TR 5.3%
Value ($000) $9,665 Shares 192,267 Est. Cost $50.30 Unrealized
SPYM SPDR SERIES TRUST 4.9%
Value ($000) $9,050 Shares 115,520 Est. Cost $57.89 Unrealized
MSFT MICROSOFT CORP 3.4%
Value ($000) $6,257 Shares 12,079 Est. Cost $340.78 Unrealized +49.3%
AAPL APPLE INC 3.3%
Value ($000) $6,057 Shares 23,786 Est. Cost $179.54 Unrealized +25.6%
ITOT ISHARES TR 2.8%
Value ($000) $5,182 Shares 35,577 Est. Cost $104.77 Unrealized
NVDA NVIDIA CORPORATION 2.8%
Value ($000) $5,060 Shares 27,119 Est. Cost $105.64 Unrealized +65.0%
QDPL PACER FDS TR 2.5%
Value ($000) $4,637 Shares 110,674 Est. Cost $34.68 Unrealized
CGDV CAPITAL GROUP DIVIDEND VALUE 2.3%
Value ($000) $4,261 Shares 101,388 Est. Cost $32.70 Unrealized
UCON FIRST TR EXCHNG TRADED FD VI 2.2%
Value ($000) $4,022 Shares 159,682 Est. Cost $24.53 Unrealized
AMZN AMAZON COM INC 2.1%
Value ($000) $3,936 Shares 17,928 Est. Cost $158.09 Unrealized +43.2%
DYNF BLACKROCK ETF TRUST 2.0%
Value ($000) $3,740 Shares 63,177 Est. Cost $42.75 Unrealized
BOXX EA SERIES TRUST 2.0%
Value ($000) $3,711 Shares 32,589 Est. Cost $108.85 Unrealized
EFV ISHARES TR 1.9%
Value ($000) $3,415 Shares 50,349 Est. Cost $52.98 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 1.8%
Value ($000) $3,227 Shares 59,561 Est. Cost $44.51 Unrealized
COST COSTCO WHSL CORP NEW 1.8%
Value ($000) $3,213 Shares 3,472 Est. Cost $744.92 Unrealized +28.4%
GOOGL ALPHABET INC 1.8%
Value ($000) $3,211 Shares 13,208 Est. Cost $134.74 Unrealized +55.3%
META META PLATFORMS INC 1.7%
Value ($000) $3,083 Shares 4,198 Est. Cost $413.70 Unrealized +79.7%
CGSD CAPITAL GRP FIXED INCM ETF T 1.7%
Value ($000) $3,030 Shares 116,646 Est. Cost $25.44 Unrealized
JPM JPMORGAN CHASE & CO. 1.6%
Value ($000) $2,986 Shares 9,467 Est. Cost $196.88 Unrealized +50.3%
QUAL ISHARES TR 1.6%
Value ($000) $2,975 Shares 15,298 Est. Cost $125.85 Unrealized
XLK SELECT SECTOR SPDR TR 1.5%
Value ($000) $2,669 Shares 9,470 Est. Cost $150.26 Unrealized
GLDM WORLD GOLD TR 1.4%
Value ($000) $2,543 Shares 33,267 Est. Cost $59.61 Unrealized
RSST TIDAL TRUST II 1.3%
Value ($000) $2,312 Shares 87,395 Est. Cost $20.60 Unrealized
PSQO PALMER SQUARE FUNDS TRUST 1.2%
Value ($000) $2,282 Shares 110,793 Est. Cost $20.34 Unrealized
RUNN STRATEGIC TRUST 1.2%
Value ($000) $2,180 Shares 63,623 Est. Cost $27.46 Unrealized
AVGO BROADCOM INC 1.2%
Value ($000) $2,149 Shares 6,515 Est. Cost $150.84 Unrealized +102.7%
CGIE CAPITAL GROUP INTERNATIONAL 1.1%
Value ($000) $2,064 Shares 61,223 Est. Cost $31.16 Unrealized
ROE EA SERIES TRUST 1.1%
Value ($000) $1,964 Shares 56,792 Est. Cost $22.56 Unrealized
MBSF VALUED ADVISERS TR 1.0%
Value ($000) $1,917 Shares 75,285 Est. Cost $25.47 Unrealized
JPIB J P MORGAN EXCHANGE TRADED F 1.0%
Value ($000) $1,887 Shares 38,490 Est. Cost $48.57 Unrealized
BINC BLACKROCK ETF TRUST II 1.0%
Value ($000) $1,809 Shares 33,982 Est. Cost $52.52 Unrealized
SPY SPDR S&P 500 ETF TR 1.0%
Value ($000) $1,796 Shares 2,696 Est. Cost $475.15 Unrealized
JEPQ J P MORGAN EXCHANGE TRADED F 1.0%
Value ($000) $1,780 Shares 30,938 Est. Cost $55.10 Unrealized
GRNY TIDAL TRUST I 0.9%
Value ($000) $1,696 Shares 67,874 Est. Cost $22.99 Unrealized
TSLA TESLA INC 0.9%
Value ($000) $1,680 Shares 3,778 Est. Cost $271.09 Unrealized +27.9%
VOO VANGUARD INDEX FDS 0.9%
Value ($000) $1,601 Shares 2,615 Est. Cost $406.69 Unrealized
GOOG ALPHABET INC 0.8%
Value ($000) $1,533 Shares 6,295 Est. Cost $136.60 Unrealized +53.7%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.8%
Value ($000) $1,401 Shares 2,787 Est. Cost $324.14 Unrealized +49.4%
AGGA EA SERIES TRUST 0.7%
Value ($000) $1,313 Shares 51,699 Est. Cost $25.24 Unrealized
EFG ISHARES TR 0.7%
Value ($000) $1,279 Shares 11,234 Est. Cost $98.49 Unrealized
ITA ISHARES TR 0.7%
Value ($000) $1,241 Shares 5,932 Est. Cost $190.16 Unrealized
PPI INVESTMENT MANAGERS SER TR I 0.6%
Value ($000) $1,163 Shares 63,452 Est. Cost $21.14 Unrealized
IBIT ISHARES BITCOIN TRUST ETF 0.6%
Value ($000) $1,122 Shares 17,265 Est. Cost $53.00 Unrealized
QQQM INVESCO EXCH TRADED FD TR II 0.6%
Value ($000) $1,059 Shares 4,284 Est. Cost $182.72 Unrealized
BAI BLACKROCK ETF TRUST 0.6%
Value ($000) $1,029 Shares 30,117 Est. Cost $28.38 Unrealized
NFLX NETFLIX INC 0.5%
Value ($000) $936 Shares 781 Est. Cost $53.91 Unrealized +126.4%
JNJ JOHNSON & JOHNSON 0.5%
Value ($000) $904 Shares 4,877 Est. Cost $146.24 Unrealized +15.9%
CAOS EA SERIES TRUST 0.5%
Value ($000) $884 Shares 9,868 Est. Cost $89.53 Unrealized
LLY ELI LILLY & CO 0.5%
Value ($000) $875 Shares 1,147 Est. Cost $562.31 Unrealized +32.0%
EDV VANGUARD WORLD FD 0.5%
Value ($000) $840 Shares 12,266 Est. Cost $67.31 Unrealized
V VISA INC 0.5%
Value ($000) $836 Shares 2,450 Est. Cost $211.46 Unrealized +63.2%
WMT WALMART INC 0.4%
Value ($000) $739 Shares 7,170 Est. Cost $58.80 Unrealized +68.8%
ORCL ORACLE CORP 0.4%
Value ($000) $694 Shares 2,466 Est. Cost $119.65 Unrealized +112.4%
HD HOME DEPOT INC 0.4%
Value ($000) $688 Shares 1,697 Est. Cost $320.90 Unrealized +21.3%
RY ROYAL BK CDA 0.4%
Value ($000) $686 Shares 4,654 Est. Cost $94.41 Unrealized +46.0%
SCHX SCHWAB STRATEGIC TR 0.4%
Value ($000) $668 Shares 25,376 Est. Cost $35.12 Unrealized
MCD MCDONALDS CORP 0.4%
Value ($000) $650 Shares 2,137 Est. Cost $240.24 Unrealized +25.5%
IEFA ISHARES TR 0.3%
Value ($000) $628 Shares 7,188 Est. Cost $71.48 Unrealized
JMST J P MORGAN EXCHANGE TRADED F 0.3%
Value ($000) $614 Shares 12,023 Est. Cost $50.61 Unrealized
MET METLIFE INC 0.3%
Value ($000) $593 Shares 7,203 Est. Cost $68.70 Unrealized +13.4%
AMD ADVANCED MICRO DEVICES INC 0.3%
Value ($000) $593 Shares 3,663 Est. Cost $139.29 Unrealized +15.9%
PLTR PALANTIR TECHNOLOGIES INC 0.3%
Value ($000) $572 Shares 3,134 Est. Cost $92.32 Unrealized +75.5%
MA MASTERCARD INCORPORATED 0.3%
Value ($000) $560 Shares 985 Est. Cost $414.33 Unrealized +38.4%
WFC WELLS FARGO CO NEW 0.3%
Value ($000) $555 Shares 6,623 Est. Cost $60.55 Unrealized +32.9%
RISR TIDAL TRUST I 0.3%
Value ($000) $554 Shares 15,465 Est. Cost $32.84 Unrealized
CSCO CISCO SYS INC 0.3%
Value ($000) $554 Shares 8,093 Est. Cost $52.36 Unrealized +28.7%
XONE BONDBLOXX ETF TRUST 0.3%
Value ($000) $551 Shares 11,093 Est. Cost $49.54 Unrealized
MCHI ISHARES TR 0.3%
Value ($000) $548 Shares 8,328 Est. Cost $48.23 Unrealized
IEMG ISHARES INC 0.3%
Value ($000) $534 Shares 8,102 Est. Cost $55.64 Unrealized
IOO ISHARES TR 0.3%
Value ($000) $533 Shares 4,438 Est. Cost $105.06 Unrealized
LNC LINCOLN NATL CORP IND 0.3%
Value ($000) $523 Shares 12,966 Est. Cost $32.77 Unrealized +15.4%
TJX TJX COS INC NEW 0.3%
Value ($000) $510 Shares 3,527 Est. Cost $71.80 Unrealized +84.2%
SPEM SPDR INDEX SHS FDS 0.3%
Value ($000) $506 Shares 10,818 Est. Cost $40.45 Unrealized
ABBV ABBVIE INC 0.3%
Value ($000) $500 Shares 2,158 Est. Cost $151.01 Unrealized +33.7%
XOM EXXON MOBIL CORP 0.3%
Value ($000) $484 Shares 4,297 Est. Cost $98.55 Unrealized +11.3%
CMI CUMMINS INC 0.3%
Value ($000) $482 Shares 1,141 Est. Cost $209.18 Unrealized +82.0%
GSY INVESCO ACTIVELY MANAGED EXC 0.3%
Value ($000) $477 Shares 9,501 Est. Cost $49.71 Unrealized
RSSY TIDAL TRUST II 0.3%
Value ($000) $473 Shares 23,539 Est. Cost $16.82 Unrealized
XHLF BONDBLOXX ETF TRUST 0.3%
Value ($000) $464 Shares 9,210 Est. Cost $50.24 Unrealized
GE GE AEROSPACE 0.2%
Value ($000) $432 Shares 1,437 Est. Cost $173.59 Unrealized +57.1%
BKNG BOOKING HOLDINGS INC 0.2%
Value ($000) $432 Shares 80 Est. Cost $4311.24 Unrealized +29.0%
BAC BANK AMERICA CORP 0.2%
Value ($000) $424 Shares 8,212 Est. Cost $31.42 Unrealized +53.9%
CRM SALESFORCE INC 0.2%
Value ($000) $416 Shares 1,755 Est. Cost $247.08 Unrealized +1.8%
DIA SPDR DOW JONES INDL AVERAGE 0.2%
Value ($000) $413 Shares 892 Est. Cost $371.45 Unrealized
TXN TEXAS INSTRS INC 0.2%
Value ($000) $411 Shares 2,239 Est. Cost $182.44 Unrealized +6.0%
JAAA JANUS DETROIT STR TR 0.2%
Value ($000) $409 Shares 8,062 Est. Cost $50.52 Unrealized
T AT&T INC 0.2%
Value ($000) $406 Shares 14,365 Est. Cost $22.59 Unrealized +24.2%
GD GENERAL DYNAMICS CORP 0.2%
Value ($000) $402 Shares 1,178 Est. Cost $202.24 Unrealized +55.1%
PG PROCTER AND GAMBLE CO 0.2%
Value ($000) $398 Shares 2,593 Est. Cost $144.20 Unrealized +7.4%
UNH UNITEDHEALTH GROUP INC 0.2%
Value ($000) $398 Shares 1,153 Est. Cost $406.81 Unrealized -26.5%
AAXJ ISHARES TR 0.2%
Value ($000) $388 Shares 4,256 Est. Cost $78.59 Unrealized
IVV ISHARES TR 0.2%
Value ($000) $388 Shares 579 Est. Cost $474.34 Unrealized
BK BANK NEW YORK MELLON CORP 0.2%
Value ($000) $384 Shares 3,520 Est. Cost $56.65 Unrealized +78.9%
VGT VANGUARD WORLD FD 0.2%
Value ($000) $380 Shares 509 Est. Cost $463.45 Unrealized
WMB WILLIAMS COS INC 0.2%
Value ($000) $373 Shares 5,888 Est. Cost $34.13 Unrealized +69.4%
KO COCA COLA CO 0.2%
Value ($000) $370 Shares 5,584 Est. Cost $58.59 Unrealized +15.9%
PEP PEPSICO INC 0.2%
Value ($000) $363 Shares 2,583 Est. Cost $148.66 Unrealized -5.5%
PM PHILIP MORRIS INTL INC 0.2%
Value ($000) $360 Shares 2,222 Est. Cost $120.84 Unrealized +36.7%
DE DEERE & CO 0.2%
Value ($000) $355 Shares 777 Est. Cost $339.70 Unrealized +44.1%
INTU INTUIT 0.2%
Value ($000) $355 Shares 520 Est. Cost $645.51 Unrealized +11.5%
CB CHUBB LIMITED 0.2%
Value ($000) $350 Shares 1,239 Est. Cost $252.75 Unrealized +8.9%
AON AON PLC 0.2%
Value ($000) $349 Shares 978 Est. Cost $292.51 Unrealized +23.6%
UBER UBER TECHNOLOGIES INC 0.2%
Value ($000) $345 Shares 3,523 Est. Cost $72.40 Unrealized +29.2%
EEM ISHARES TR 0.2%
Value ($000) $343 Shares 6,421 Est. Cost $42.05 Unrealized
QCOM QUALCOMM INC 0.2%
Value ($000) $341 Shares 2,048 Est. Cost $173.75 Unrealized -9.5%
KEYS KEYSIGHT TECHNOLOGIES INC 0.2%
Value ($000) $337 Shares 1,928 Est. Cost $173.46 Unrealized -3.9%
FXI ISHARES TR 0.2%
Value ($000) $336 Shares 8,164 Est. Cost $31.03 Unrealized
LH LABCORP HOLDINGS INC 0.2%
Value ($000) $333 Shares 1,162 Est. Cost $199.50 Unrealized +33.7%
SPYG SPDR SERIES TRUST 0.2%
Value ($000) $332 Shares 3,175 Est. Cost $76.11 Unrealized
WM WASTE MGMT INC DEL 0.2%
Value ($000) $331 Shares 1,499 Est. Cost $152.35 Unrealized +46.8%
ADBE ADOBE INC 0.2%
Value ($000) $330 Shares 936 Est. Cost $430.97 Unrealized -16.8%
DIS DISNEY WALT CO 0.2%
Value ($000) $329 Shares 2,872 Est. Cost $127.34 Unrealized -8.1%
MEAR ISHARES U S ETF TR 0.2%
Value ($000) $327 Shares 6,471 Est. Cost $50.17 Unrealized
LRCX LAM RESEARCH CORP 0.2%
Value ($000) $324 Shares 2,423 Est. Cost $81.69 Unrealized +29.2%
SCHW SCHWAB CHARLES CORP 0.2%
Value ($000) $314 Shares 3,288 Est. Cost $55.98 Unrealized +68.9%
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $313 Shares 1,108 Est. Cost $242.13 Unrealized +7.2%
CAT CATERPILLAR INC 0.2%
Value ($000) $312 Shares 654 Est. Cost $334.89 Unrealized +27.0%
CPRT COPART INC 0.2%
Value ($000) $305 Shares 6,772 Est. Cost $42.80 Unrealized +10.1%
RTX RTX CORPORATION 0.2%
Value ($000) $304 Shares 1,814 Est. Cost $133.03 Unrealized +16.0%
MRK MERCK & CO INC 0.2%
Value ($000) $295 Shares 3,510 Est. Cost $90.54 Unrealized -10.5%
MS MORGAN STANLEY 0.2%
Value ($000) $292 Shares 1,840 Est. Cost $121.47 Unrealized +20.6%
IYW ISHARES TR 0.2%
Value ($000) $292 Shares 1,490 Est. Cost $137.92 Unrealized
UNP UNION PAC CORP 0.2%
Value ($000) $289 Shares 1,223 Est. Cost $201.37 Unrealized +10.8%
AGM FEDERAL AGRIC MTG CORP 0.2%
Value ($000) $287 Shares 1,706 Est. Cost $115.26 Unrealized +60.1%
GPIX GOLDMAN SACHS ETF TR 0.2%
Value ($000) $286 Shares 5,481 Est. Cost $46.31 Unrealized
GEV GE VERNOVA INC 0.2%
Value ($000) $282 Shares 458 Est. Cost $605.52 Unrealized 0.0%
GSEW GOLDMAN SACHS ETF TR 0.2%
Value ($000) $280 Shares 3,294 Est. Cost $76.52 Unrealized
DFUS DIMENSIONAL ETF TRUST 0.2%
Value ($000) $278 Shares 3,834 Est. Cost $55.18 Unrealized
AMAT APPLIED MATLS INC 0.2%
Value ($000) $277 Shares 1,354 Est. Cost $159.12 Unrealized +13.6%
AMGN AMGEN INC 0.1%
Value ($000) $275 Shares 974 Est. Cost $287.24 Unrealized -0.2%
FR FIRST INDL RLTY TR INC 0.1%
Value ($000) $273 Shares 5,307 Est. Cost $66.23 Unrealized
AIA ISHARES TR 0.1%
Value ($000) $273 Shares 2,886 Est. Cost $74.05 Unrealized
XYL XYLEM INC 0.1%
Value ($000) $270 Shares 1,833 Est. Cost $108.81 Unrealized +26.9%
CVX CHEVRON CORP NEW 0.1%
Value ($000) $270 Shares 1,740 Est. Cost $146.64 Unrealized +3.8%
APH AMPHENOL CORP NEW 0.1%
Value ($000) $268 Shares 2,168 Est. Cost $109.40 Unrealized 0.0%
EMTL SSGA ACTIVE TR 0.1%
Value ($000) $268 Shares 6,110 Est. Cost $42.38 Unrealized
MU MICRON TECHNOLOGY INC 0.1%
Value ($000) $267 Shares 1,596 Est. Cost $127.82 Unrealized 0.0%
ANET ARISTA NETWORKS INC 0.1%
Value ($000) $266 Shares 1,823 Est. Cost $128.77 Unrealized 0.0%
JPST J P MORGAN EXCHANGE TRADED F 0.1%
Value ($000) $266 Shares 5,235 Est. Cost $50.36 Unrealized
WESTERN AST INFL LKD OPP & I 0.1%
Value ($000) $265 Shares 29,843 Est. Cost $8.56 Unrealized
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $263 Shares 589 Est. Cost $473.79 Unrealized +1.3%
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $261 Shares 1,059 Est. Cost $316.64 Unrealized -17.7%
FEZ SPDR INDEX SHS FDS 0.1%
Value ($000) $258 Shares 4,147 Est. Cost $57.90 Unrealized
GS GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $254 Shares 319 Est. Cost $571.74 Unrealized +28.5%
C CITIGROUP INC 0.1%
Value ($000) $253 Shares 2,497 Est. Cost $71.89 Unrealized +30.9%
NOW SERVICENOW INC 0.1%
Value ($000) $253 Shares 275 Est. Cost $176.40 Unrealized +5.9%
MPC MARATHON PETE CORP 0.1%
Value ($000) $251 Shares 1,303 Est. Cost $139.39 Unrealized +25.2%
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $251 Shares 2,262 Est. Cost $105.89 Unrealized +6.0%
EIS ISHARES INC 0.1%
Value ($000) $246 Shares 2,450 Est. Cost $93.45 Unrealized
BND VANGUARD BD INDEX FDS 0.1%
Value ($000) $241 Shares 3,243 Est. Cost $72.57 Unrealized
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $234 Shares 712 Est. Cost $277.97 Unrealized
URTH ISHARES INC 0.1%
Value ($000) $230 Shares 1,269 Est. Cost $181.56 Unrealized
NYT NEW YORK TIMES CO 0.1%
Value ($000) $229 Shares 3,987 Est. Cost $42.59 Unrealized +33.1%
XLI SELECT SECTOR SPDR TR 0.1%
Value ($000) $227 Shares 1,473 Est. Cost $129.78 Unrealized
OZK BANK OZK LITTLE ROCK ARK 0.1%
Value ($000) $227 Shares 4,443 Est. Cost $38.69 Unrealized +29.5%
HON HONEYWELL INTL INC 0.1%
Value ($000) $220 Shares 1,047 Est. Cost $189.72 Unrealized +9.2%
FSMB FIRST TR EXCH TRADED FD III 0.1%
Value ($000) $219 Shares 10,919 Est. Cost $19.95 Unrealized
LIN LINDE PLC 0.1%
Value ($000) $218 Shares 459 Est. Cost $452.87 Unrealized +3.9%
RBIL RBB FD INC 0.1%
Value ($000) $217 Shares 4,341 Est. Cost $50.06 Unrealized
CALF PACER FDS TR 0.1%
Value ($000) $216 Shares 4,935 Est. Cost $43.78 Unrealized
NEM NEWMONT CORP 0.1%
Value ($000) $216 Shares 2,562 Est. Cost $69.39 Unrealized 0.0%
QYLD GLOBAL X FDS 0.1%
Value ($000) $214 Shares 12,595 Est. Cost $16.41 Unrealized
XBI SPDR SERIES TRUST 0.1%
Value ($000) $214 Shares 2,133 Est. Cost $100.20 Unrealized
INTC INTEL CORP 0.1%
Value ($000) $213 Shares 6,339 Est. Cost $24.23 Unrealized 0.0%
VZ VERIZON COMMUNICATIONS INC 0.1%
Value ($000) $212 Shares 4,813 Est. Cost $41.84 Unrealized +1.5%
HWM HOWMET AEROSPACE INC 0.1%
Value ($000) $212 Shares 1,078 Est. Cost $182.11 Unrealized 0.0%
BOW BOWHEAD SPECIALTY HLDGS INC 0.1%
Value ($000) $209 Shares 7,731 Est. Cost $34.06 Unrealized -8.1%
SAIC SCIENCE APPLICATIONS INTL CO 0.1%
Value ($000) $207 Shares 2,081 Est. Cost $90.04 Unrealized +24.1%
EWU ISHARES TR 0.1%
Value ($000) $206 Shares 4,913 Est. Cost $41.97 Unrealized
HIGH SIMPLIFY EXCHANGE TRADED FUN 0.1%
Value ($000) $203 Shares 8,788 Est. Cost $24.45 Unrealized
MRVL MARVELL TECHNOLOGY INC 0.1%
Value ($000) $201 Shares 2,396 Est. Cost $73.50 Unrealized 0.0%
FDD FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $167 Shares 10,329 Est. Cost $14.62 Unrealized
RIVN RIVIAN AUTOMOTIVE INC 0.1%
Value ($000) $150 Shares 10,189 Est. Cost $13.57 Unrealized -1.2%
AZ A2Z CUST2MATE SOLUTIONS CORP 0.0%
Value ($000) $88 Shares 11,054 Est. Cost $9.48 Unrealized 0.0%
PNBK PATRIOT NATL BANCORP INC 0.0%
Value ($000) $65 Shares 50,000 Est. Cost $2.70 Unrealized -44.2%