BARTLETT & CO. WEALTH MANAGEMENT LLC Diversified Active

CIK: 0002010186 · Show all filings

Period: Q3 2019 (← Previous) (Next →)

Filing Date: Feb 13, 2024

Total Value ($000): $3,811,640 (100.0% shares, 0.0% debt)

Holdings (879)

MSFT Microsoft Corp 4.2%
Value ($000) $161,980 Shares 1,165,075 Est. Cost $98.81 Unrealized +31.5%
AAPL Apple Inc 3.6%
Value ($000) $137,577 Shares 614,264 Est. Cost $43.13 Unrealized +16.4%
MA Mastercard Inc 2.7%
Value ($000) $103,439 Shares 380,893 Est. Cost $163.70 Unrealized +62.6%
BRK/B Berkshire Hathaway Inc - Class 2.5%
Value ($000) $97,039 Shares 466,488 Est. Cost $205.61 Unrealized +0.2%
DIS Disney (Walt) Co 2.3%
Value ($000) $87,676 Shares 672,775 Est. Cost $112.48 Unrealized +19.4%
ABT Abbott Labs 2.3%
Value ($000) $87,646 Shares 1,047,520 Est. Cost $58.39 Unrealized +30.3%
BRK/A Berkshire Hathaway Inc. Class 2.3%
Value ($000) $86,066 Shares 276 Est. Cost $309114.90 Unrealized +0.1%
PG Procter & Gamble Co 2.2%
Value ($000) $83,830 Shares 673,980 Est. Cost $72.09 Unrealized +40.1%
GOOG Alphabet Inc Class C 2.1%
Value ($000) $78,881 Shares 64,710 Est. Cost $56.11 Unrealized +4.7%
PEP Pepsico Inc 2.0%
Value ($000) $77,057 Shares 562,051 Est. Cost $92.84 Unrealized +17.8%
JPM JPMorgan Chase & Co 2.0%
Value ($000) $75,756 Shares 643,694 Est. Cost $92.46 Unrealized +2.8%
AMGN Amgen Inc 2.0%
Value ($000) $75,596 Shares 390,657 Est. Cost $148.31 Unrealized +6.5%
LOW Lowe's Companies Inc 2.0%
Value ($000) $74,556 Shares 678,031 Est. Cost $87.09 Unrealized +8.0%
United Technologies Corp 1.9%
Value ($000) $74,232 Shares 543,744 Est. Cost $129.44 Unrealized
USB US Bancorp 1.9%
Value ($000) $72,142 Shares 1,293,787 Est. Cost $39.84 Unrealized +3.2%
TJX TJX Companies Inc. 1.6%
Value ($000) $62,853 Shares 1,127,601 Est. Cost $40.87 Unrealized +22.6%
ACN Accenture PLC - Class A 1.5%
Value ($000) $57,749 Shares 300,230 Est. Cost $152.72 Unrealized +15.6%
VZ Verizon Communications Inc 1.5%
Value ($000) $56,315 Shares 932,987 Est. Cost $33.54 Unrealized +20.6%
CVX Chevron Corp 1.4%
Value ($000) $53,805 Shares 453,665 Est. Cost $86.24 Unrealized +6.1%
BAX Baxter International Inc 1.3%
Value ($000) $49,260 Shares 561,743 Est. Cost $59.31 Unrealized +27.3%
ENB Enbridge Inc 1.2%
Value ($000) $46,973 Shares 1,339,038 Est. Cost $21.85 Unrealized +3.7%
INTC Intel Corp 1.2%
Value ($000) $44,268 Shares 859,078 Est. Cost $40.62 Unrealized +5.9%
ITW Illinois Tool Works 1.1%
Value ($000) $43,556 Shares 276,449 Est. Cost $133.11 Unrealized -2.2%
VOO Vanguard S&P 500 ETF 1.1%
Value ($000) $40,858 Shares 149,170 Est. Cost $246.25 Unrealized
TMO Thermo Fisher Scientific Inc 1.1%
Value ($000) $40,730 Shares 139,744 Est. Cost $276.95 Unrealized +1.7%
DUK Duke Energy Corp 1.1%
Value ($000) $40,243 Shares 419,807 Est. Cost $57.60 Unrealized +22.5%
NSRGY Nestle SA Sponsored ADR 1.0%
Value ($000) $39,599 Shares 365,309 Est. Cost $103.55 Unrealized
JNJ Johnson & Johnson 1.0%
Value ($000) $39,399 Shares 304,526 Est. Cost $108.56 Unrealized +1.3%
Linde AG 1.0%
Value ($000) $37,920 Shares 195,746 Est. Cost $158.04 Unrealized
VCIT Vanguard Intermediate Term Cor 1.0%
Value ($000) $37,678 Shares 412,956 Est. Cost $86.25 Unrealized
DE Deere Co 1.0%
Value ($000) $36,387 Shares 214,748 Est. Cost $141.87 Unrealized +2.9%
VCSH Vanguard Short-Term Corp Bond 1.0%
Value ($000) $36,374 Shares 448,790 Est. Cost $78.46 Unrealized
MCD McDonalds Corp 1.0%
Value ($000) $36,248 Shares 168,823 Est. Cost $148.47 Unrealized +24.4%
NKE Nike Inc. 0.9%
Value ($000) $34,831 Shares 370,856 Est. Cost $59.73 Unrealized +31.9%
ADI Analog Devices Inc 0.9%
Value ($000) $34,436 Shares 308,204 Est. Cost $78.65 Unrealized +28.2%
BMY Bristol-Myers Squibb Co. 0.9%
Value ($000) $33,795 Shares 666,446 Est. Cost $44.38 Unrealized -17.1%
AMT American Tower REIT Inc 0.9%
Value ($000) $33,245 Shares 149,699 Est. Cost $117.93 Unrealized +55.5%
XOM Exxon Mobil Corp 0.9%
Value ($000) $33,066 Shares 468,294 Est. Cost $55.17 Unrealized -2.5%
IEFA iShares Core MSCI EAFE 0.9%
Value ($000) $32,810 Shares 537,260 Est. Cost $65.20 Unrealized
GOOGL Alphabet Inc Class A 0.8%
Value ($000) $31,174 Shares 25,529 Est. Cost $55.66 Unrealized +5.6%
CB Chubb Ltd 0.8%
Value ($000) $31,118 Shares 191,863 Est. Cost $126.23 Unrealized +10.4%
Laboratory Corp Amer Hldgs 0.8%
Value ($000) $30,306 Shares 180,394 Est. Cost $161.49 Unrealized
MKC McCormick & Co 0.8%
Value ($000) $29,877 Shares 191,151 Est. Cost $45.28 Unrealized +56.6%
SBUX Starbucks Corp. 0.8%
Value ($000) $29,242 Shares 330,721 Est. Cost $79.67 Unrealized +1.2%
UNP Union Pacific Corp 0.8%
Value ($000) $29,032 Shares 179,234 Est. Cost $138.85 Unrealized +5.0%
CMCSA Comcast Corporation Class A 0.7%
Value ($000) $26,332 Shares 584,117 Est. Cost $36.85 Unrealized +1.8%
VMBS Vanguard Mortgage-Backed Secur 0.7%
Value ($000) $26,314 Shares 494,067 Est. Cost $51.64 Unrealized
FDX Fedex Corp 0.7%
Value ($000) $25,568 Shares 174,843 Est. Cost $203.79 Unrealized -29.7%
DEO Diageo P L C Spon ADR 0.7%
Value ($000) $25,243 Shares 152,419 Est. Cost $136.81 Unrealized
FIS Fidelity National Information 0.7%
Value ($000) $24,934 Shares 187,813 Est. Cost $117.12 Unrealized +0.0%
ORCL Oracle Corp 0.7%
Value ($000) $24,829 Shares 451,194 Est. Cost $44.41 Unrealized +13.4%
VFC V F Corp. 0.6%
Value ($000) $24,702 Shares 277,577 Est. Cost $72.86 Unrealized +17.3%
GD General Dynamics Corporation 0.6%
Value ($000) $22,488 Shares 123,066 Est. Cost $154.28 Unrealized +4.0%
NVS Novartis AG-ADR 0.6%
Value ($000) $21,505 Shares 247,460 Est. Cost $80.90 Unrealized
VEU Vanguard FTSE All-World Ex-US 0.6%
Value ($000) $21,457 Shares 430,000 Est. Cost $52.49 Unrealized
VTI Vanguard Total Stock Market VI 0.5%
Value ($000) $20,315 Shares 134,535 Est. Cost $144.21 Unrealized
MDY SPDR S&P MidCap 400 ETF Trust 0.5%
Value ($000) $19,426 Shares 54,899 Est. Cost $342.62 Unrealized
SYY Sysco Corp. 0.5%
Value ($000) $19,270 Shares 242,697 Est. Cost $58.08 Unrealized +6.4%
UPS United Parcel Service Inc. 0.5%
Value ($000) $18,687 Shares 155,958 Est. Cost $87.32 Unrealized +1.9%
Kansas City Southern 0.5%
Value ($000) $18,676 Shares 140,031 Est. Cost $110.22 Unrealized
WMT Walmart Inc 0.5%
Value ($000) $18,504 Shares 155,917 Est. Cost $34.23 Unrealized +0.7%
WM Waste Management Inc. 0.5%
Value ($000) $18,267 Shares 158,843 Est. Cost $79.19 Unrealized +32.7%
STZ Constellation Brands Inc 0.5%
Value ($000) $17,960 Shares 86,648 Est. Cost $180.85 Unrealized 0.0%
ADP Automatic Data Processing 0.5%
Value ($000) $17,858 Shares 110,091 Est. Cost $101.11 Unrealized +42.4%
NSC Norfolk Southern Corp. 0.5%
Value ($000) $17,212 Shares 95,802 Est. Cost $122.67 Unrealized +31.7%
META Facebook Inc Class A 0.4%
Value ($000) $16,729 Shares 93,941 Est. Cost $168.30 Unrealized +12.2%
SCHB Schwab US Broad Market ETF 0.4%
Value ($000) $16,726 Shares 235,508 Est. Cost $63.50 Unrealized
DHR Danaher Corp 0.4%
Value ($000) $15,893 Shares 109,914 Est. Cost $121.20 Unrealized +0.4%
MET Metlife Inc 0.4%
Value ($000) $15,448 Shares 327,564 Est. Cost $38.44 Unrealized +0.1%
EG Everest Re Group Ltd 0.4%
Value ($000) $15,274 Shares 57,400 Est. Cost $220.83 Unrealized +0.0%
GILD Gilead Sciences Inc. 0.4%
Value ($000) $14,815 Shares 233,744 Est. Cost $57.94 Unrealized -12.0%
MRK Merck & Co. Inc. 0.4%
Value ($000) $13,857 Shares 163,546 Est. Cost $52.64 Unrealized +24.4%
AGG iShares Core Total U.S. Bond M 0.4%
Value ($000) $13,789 Shares 121,842 Est. Cost $108.61 Unrealized
CFR Cullen Frost Bankers 0.4%
Value ($000) $13,423 Shares 151,592 Est. Cost $81.62 Unrealized -10.6%
CSCO Cisco Systems Inc 0.4%
Value ($000) $13,372 Shares 270,632 Est. Cost $41.07 Unrealized +4.2%
LHX L3Harris Technologies 0.3%
Value ($000) $12,880 Shares 61,732 Est. Cost $180.55 Unrealized 0.0%
SCHW Schwab Charles Corp. 0.3%
Value ($000) $12,846 Shares 307,097 Est. Cost $38.20 Unrealized -3.4%
AXP American Express Company 0.3%
Value ($000) $12,735 Shares 107,666 Est. Cost $100.08 Unrealized +12.5%
BDX Becton Dickinson & Co 0.3%
Value ($000) $12,497 Shares 49,405 Est. Cost $223.31 Unrealized +0.1%
LMT Lockheed Martin Corp. 0.3%
Value ($000) $12,340 Shares 31,635 Est. Cost $306.72 Unrealized +3.2%
VBR Vanguard Small Cap Value VIPER 0.3%
Value ($000) $12,022 Shares 93,301 Est. Cost $128.86 Unrealized
MDLZ Mondelez Intl Inc CL A 0.3%
Value ($000) $11,923 Shares 214,435 Est. Cost $45.66 Unrealized +2.3%
EMR Emerson Electric Co. 0.3%
Value ($000) $11,752 Shares 175,765 Est. Cost $57.91 Unrealized -6.1%
ETN Eaton Corp PLC 0.3%
Value ($000) $11,710 Shares 140,829 Est. Cost $72.06 Unrealized +0.1%
MMM 3M Company 0.3%
Value ($000) $11,630 Shares 70,745 Est. Cost $119.01 Unrealized -7.0%
MTB M&T Bank Corporation 0.3%
Value ($000) $11,131 Shares 70,463 Est. Cost $138.84 Unrealized -7.9%
WEC WEC Energy Group Inc. 0.3%
Value ($000) $10,882 Shares 114,428 Est. Cost $48.39 Unrealized +51.9%
TRV Travelers Cos Inc 0.3%
Value ($000) $10,393 Shares 69,899 Est. Cost $129.41 Unrealized +0.1%
IBM International Business Machine 0.3%
Value ($000) $10,336 Shares 71,077 Est. Cost $106.97 Unrealized -4.2%
CL Colgate-Palmolive Co. 0.3%
Value ($000) $10,318 Shares 140,368 Est. Cost $61.37 Unrealized +1.9%
NEE NextEra Energy Inc 0.3%
Value ($000) $10,059 Shares 43,173 Est. Cost $45.06 Unrealized +2.6%
KO Coca Cola 0.3%
Value ($000) $9,953 Shares 181,503 Est. Cost $40.06 Unrealized +9.7%
ABBV Abbvie Inc 0.3%
Value ($000) $9,760 Shares 128,900 Est. Cost $74.75 Unrealized -29.7%
VBK Vanguard Small Cap Growth VIPE 0.2%
Value ($000) $8,682 Shares 47,695 Est. Cost $181.78 Unrealized
T AT&T Inc 0.2%
Value ($000) $8,454 Shares 223,418 Est. Cost $16.06 Unrealized +5.9%
KMB Kimberly Clark 0.2%
Value ($000) $8,327 Shares 58,196 Est. Cost $93.22 Unrealized +17.7%
SCZ iShares MSCI EAFE Small-Cap 0.2%
Value ($000) $8,208 Shares 143,421 Est. Cost $57.06 Unrealized
VWO Vanguard FTSE Emerging Markets 0.2%
Value ($000) $8,144 Shares 202,279 Est. Cost $46.85 Unrealized
HSY Hershey Company 0.2%
Value ($000) $8,143 Shares 52,538 Est. Cost $85.63 Unrealized +52.0%
IEMG iShares Core MSCI Emerging Mar 0.2%
Value ($000) $8,093 Shares 165,095 Est. Cost $56.56 Unrealized
BUD Anheuser-Busch InBev SA/NV ADR 0.2%
Value ($000) $8,059 Shares 84,700 Est. Cost $109.26 Unrealized
SJM J.M. Smucker Company 0.2%
Value ($000) $8,045 Shares 73,127 Est. Cost $95.99 Unrealized -5.7%
PFE Pfizer Inc. 0.2%
Value ($000) $7,706 Shares 214,467 Est. Cost $25.11 Unrealized +7.6%
ROK Rockwell Automation Corporatio 0.2%
Value ($000) $7,415 Shares 44,994 Est. Cost $141.39 Unrealized -0.3%
EFA iShares MSCI EAFE ETF 0.2%
Value ($000) $7,357 Shares 112,819 Est. Cost $64.38 Unrealized
HD Home Depot Inc. 0.2%
Value ($000) $7,246 Shares 31,230 Est. Cost $164.20 Unrealized +13.9%
VXF Vanguard Extended Market VIPER 0.2%
Value ($000) $7,233 Shares 62,176 Est. Cost $111.83 Unrealized
VB Vanguard Small-Cap VIPERs 0.2%
Value ($000) $7,162 Shares 46,543 Est. Cost $152.48 Unrealized
SPY SPDR S&P 500 ETF Trust 0.2%
Value ($000) $6,992 Shares 23,450 Est. Cost $281.93 Unrealized
NTRS Northern Trust Corp. 0.2%
Value ($000) $6,985 Shares 74,284 Est. Cost $75.31 Unrealized 0.0%
IWP iShares Russell Midcap Growth 0.2%
Value ($000) $6,929 Shares 49,017 Est. Cost $124.32 Unrealized
CINF Cincinnati Financial Corp 0.2%
Value ($000) $5,983 Shares 51,034 Est. Cost $60.86 Unrealized +53.1%
WFC Wells Fargo & Co 0.2%
Value ($000) $5,879 Shares 116,564 Est. Cost $46.27 Unrealized -14.0%
TROW T Rowe Price Group Inc. 0.2%
Value ($000) $5,748 Shares 50,312 Est. Cost $80.79 Unrealized +6.1%
BlackRock Core Bond Common 0.2%
Value ($000) $5,729 Shares 396,462 Est. Cost $13.13 Unrealized
FMX Fomento Economico Mexicano SAB 0.1%
Value ($000) $5,522 Shares 60,301 Est. Cost $91.58 Unrealized
BA Boeing Co. 0.1%
Value ($000) $5,442 Shares 14,303 Est. Cost $333.04 Unrealized +5.8%
PFF iShares S&P US Preferred Stock 0.1%
Value ($000) $4,932 Shares 131,402 Est. Cost $37.30 Unrealized
IWS iShares Russell MidCap Value E 0.1%
Value ($000) $4,864 Shares 54,224 Est. Cost $85.89 Unrealized
SCHZ Schwab U.S. Aggregate Bond ETF 0.1%
Value ($000) $4,858 Shares 90,221 Est. Cost $51.14 Unrealized
IWN iShares Russell 2000 Value ETF 0.1%
Value ($000) $4,518 Shares 37,835 Est. Cost $123.51 Unrealized
VO Vanguard Mid-Cap ETF 0.1%
Value ($000) $4,471 Shares 26,678 Est. Cost $167.33 Unrealized
IWR iShares Russell Midcap ETF 0.1%
Value ($000) $4,406 Shares 78,748 Est. Cost $65.05 Unrealized
IGSB iShares Short-Term Corporate B 0.1%
Value ($000) $4,397 Shares 81,927 Est. Cost $65.22 Unrealized
SCHF Schwab International Equity ET 0.1%
Value ($000) $4,176 Shares 131,071 Est. Cost $30.94 Unrealized
MUB iShares S&P National AMT-Free 0.1%
Value ($000) $4,079 Shares 35,745 Est. Cost $110.42 Unrealized
PSA Public Storage 0.1%
Value ($000) $4,074 Shares 16,609 Est. Cost $191.84 Unrealized +0.0%
MDT Medtronic plc 0.1%
Value ($000) $4,024 Shares 36,866 Est. Cost $86.38 Unrealized +1.4%
TGT Target Corp 0.1%
Value ($000) $4,019 Shares 37,593 Est. Cost $59.08 Unrealized +36.0%
IVE iShares S&P 500 Value ETF 0.1%
Value ($000) $3,991 Shares 33,495 Est. Cost $110.76 Unrealized
SCHX Schwab U.S. Large-Cap ETF 0.1%
Value ($000) $3,896 Shares 54,922 Est. Cost $63.63 Unrealized
IVV iShares Core S&P 500 ETF 0.1%
Value ($000) $3,731 Shares 12,498 Est. Cost $273.72 Unrealized
Cohen & Steers REIT PFD 0.1%
Value ($000) $3,650 Shares 148,300 Est. Cost $18.70 Unrealized
JPST JPMorgan Ultra-Short Income ET 0.1%
Value ($000) $3,543 Shares 70,105 Est. Cost $50.53 Unrealized
IWM iShares Russell 2000 ETF 0.1%
Value ($000) $3,317 Shares 21,916 Est. Cost $151.10 Unrealized
STWD Starwood Property Trust Inc 0.1%
Value ($000) $3,284 Shares 132,975 Est. Cost $24.70 Unrealized
XLY Consumer Discretionary Select 0.1%
Value ($000) $3,243 Shares 26,869 Est. Cost $101.23 Unrealized
PM Philip Morris International 0.1%
Value ($000) $3,204 Shares 41,552 Est. Cost $65.26 Unrealized -13.1%
Western Asset Infl Linked Opps 0.1%
Value ($000) $3,200 Shares 288,830 Est. Cost $11.08 Unrealized
VTEB Vanguard Tax-Exempt Bond ETF 0.1%
Value ($000) $3,199 Shares 59,653 Est. Cost $51.06 Unrealized
CTAS Cintas Corp. 0.1%
Value ($000) $3,159 Shares 11,784 Est. Cost $49.34 Unrealized +21.5%
NVO Novo-Nordisk A/S ADR 0.1%
Value ($000) $3,129 Shares 60,527 Est. Cost $50.07 Unrealized
XLK US Technology Select SPDR 0.1%
Value ($000) $2,972 Shares 36,911 Est. Cost $65.77 Unrealized
VFH Vanguard Financials ETF 0.1%
Value ($000) $2,910 Shares 41,302 Est. Cost $69.47 Unrealized
COST Costco Wholesale Corp 0.1%
Value ($000) $2,881 Shares 9,999 Est. Cost $221.23 Unrealized +15.9%
IWO iShares Russell 2000 Growth In 0.1%
Value ($000) $2,818 Shares 14,624 Est. Cost $194.08 Unrealized
VYMI Vanguard Intl High Dividend Yi 0.1%
Value ($000) $2,800 Shares 47,143 Est. Cost $65.23 Unrealized
VYM Vanguard High Dividend Yield E 0.1%
Value ($000) $2,770 Shares 31,214 Est. Cost $83.17 Unrealized
FLOT iShares Floating Rate Bond 0.1%
Value ($000) $2,695 Shares 52,865 Est. Cost $50.97 Unrealized
Raytheon Company 0.1%
Value ($000) $2,627 Shares 13,392 Est. Cost $212.11 Unrealized
VIG Vanguard Dividend Appreciation 0.1%
Value ($000) $2,613 Shares 21,852 Est. Cost $109.67 Unrealized
AMZN Amazon.com Inc. 0.1%
Value ($000) $2,609 Shares 1,503 Est. Cost $86.04 Unrealized +7.8%
CVS CVS Health Corp 0.1%
Value ($000) $2,524 Shares 40,018 Est. Cost $55.85 Unrealized -13.4%
Nuveen Ohio Quality Income 0.1%
Value ($000) $2,501 Shares 158,109 Est. Cost $14.61 Unrealized
V Visa Inc 0.1%
Value ($000) $2,428 Shares 14,117 Est. Cost $155.23 Unrealized +9.7%
HON Honeywell International Inc. 0.1%
Value ($000) $2,388 Shares 14,111 Est. Cost $124.09 Unrealized +12.3%
PNC PNC Financial Services Group 0.1%
Value ($000) $2,343 Shares 16,717 Est. Cost $117.63 Unrealized -8.5%
APD Air Products and Chemicals Inc 0.1%
Value ($000) $2,340 Shares 10,491 Est. Cost $189.88 Unrealized +1.4%
DNP Select Income Fund 0.1%
Value ($000) $2,276 Shares 176,125 Est. Cost $10.35 Unrealized
SCHA Schwab US Small-Cap ETF 0.1%
Value ($000) $2,262 Shares 32,435 Est. Cost $68.09 Unrealized
IVOO Vanguard S&P Mid-Cap 400 Index 0.1%
Value ($000) $2,256 Shares 17,210 Est. Cost $127.33 Unrealized
LLY Lilly (Eli) & Co. 0.1%
Value ($000) $2,238 Shares 20,013 Est. Cost $88.77 Unrealized +15.7%
VDC Vanguard Consumer Staples ETF 0.1%
Value ($000) $2,170 Shares 13,764 Est. Cost $134.99 Unrealized
Walgreens Boots Alliance Inc 0.1%
Value ($000) $2,155 Shares 38,966 Est. Cost $61.82 Unrealized
BlackRock Inc 0.1%
Value ($000) $2,155 Shares 4,836 Est. Cost $535.32 Unrealized
MBB iShares Barclays MBS ETF 0.1%
Value ($000) $2,152 Shares 19,869 Est. Cost $105.76 Unrealized
SCHV Schwab US Large-Cap Value ETF 0.1%
Value ($000) $2,094 Shares 36,904 Est. Cost $52.91 Unrealized
COP ConocoPhillips 0.1%
Value ($000) $2,073 Shares 36,378 Est. Cost $44.85 Unrealized +1.0%
QCOM Qualcomm Inc 0.1%
Value ($000) $2,055 Shares 26,934 Est. Cost $51.91 Unrealized +25.2%
XLV Health Care Select Sector SPDR 0.1%
Value ($000) $2,047 Shares 22,710 Est. Cost $85.68 Unrealized
CSX C S X Corp. 0.1%
Value ($000) $2,022 Shares 29,189 Est. Cost $16.81 Unrealized +27.1%
FITB Fifth Third Bancorp 0.1%
Value ($000) $1,969 Shares 71,297 Est. Cost $23.73 Unrealized -10.4%
ISRG Intuitive Surgical Inc New 0.1%
Value ($000) $1,922 Shares 3,559 Est. Cost $167.90 Unrealized +3.0%
SLB Schlumberger Ltd 0.0%
Value ($000) $1,874 Shares 53,951 Est. Cost $41.96 Unrealized -26.2%
BK Bank of New York Mellon Corp 0.0%
Value ($000) $1,834 Shares 40,576 Est. Cost $43.66 Unrealized -15.2%
VIS Vanguard Industrials ETF 0.0%
Value ($000) $1,760 Shares 11,990 Est. Cost $139.11 Unrealized
IJR iShares Core S&P Small-Cap ETF 0.0%
Value ($000) $1,659 Shares 21,307 Est. Cost $77.72 Unrealized
VEA Vanguard FTSE Developed Market 0.0%
Value ($000) $1,658 Shares 40,372 Est. Cost $43.36 Unrealized
BND Vanguard Total Bond Market ETF 0.0%
Value ($000) $1,624 Shares 19,235 Est. Cost $79.93 Unrealized
D Dominion Energy Inc. 0.0%
Value ($000) $1,623 Shares 20,022 Est. Cost $57.63 Unrealized +1.3%
SCHM Schwab US Mid-Cap ETF 0.0%
Value ($000) $1,583 Shares 28,002 Est. Cost $50.27 Unrealized
BF/B Brown Forman Corp Class B 0.0%
Value ($000) $1,576 Shares 25,030 Est. Cost $46.98 Unrealized +11.3%
SYK Stryker Corp. 0.0%
Value ($000) $1,554 Shares 7,165 Est. Cost $158.07 Unrealized +26.6%
PSX Phillips 66 0.0%
Value ($000) $1,548 Shares 15,117 Est. Cost $76.10 Unrealized +1.5%
IGIB iShares Intermediate-Term Corp 0.0%
Value ($000) $1,481 Shares 25,571 Est. Cost $80.07 Unrealized
SMB Vaneck Vectors AMT-Free Short 0.0%
Value ($000) $1,429 Shares 80,729 Est. Cost $17.22 Unrealized
MINT PIMCO Enhanced Short Maturity 0.0%
Value ($000) $1,404 Shares 13,800 Est. Cost $101.54 Unrealized
SCHG Schwab US Large-Cap Growth ETF 0.0%
Value ($000) $1,326 Shares 15,782 Est. Cost $71.85 Unrealized
MO Altria Group Inc. 0.0%
Value ($000) $1,324 Shares 31,718 Est. Cost $34.13 Unrealized -19.1%
Royal Dutch Shell PLC Spons AD 0.0%
Value ($000) $1,279 Shares 21,735 Est. Cost $61.53 Unrealized
Legg Mason 0.0%
Value ($000) $1,248 Shares 32,668 Est. Cost $37.48 Unrealized
KR Kroger Co. 0.0%
Value ($000) $1,245 Shares 48,308 Est. Cost $22.97 Unrealized -11.7%
UNH UnitedHealth Group Incorporate 0.0%
Value ($000) $1,221 Shares 5,618 Est. Cost $204.49 Unrealized +6.2%
BOND PIMCO Active Bond ETF 0.0%
Value ($000) $1,197 Shares 10,988 Est. Cost $104.23 Unrealized
FNDX Schwab Fundamental US Large Co 0.0%
Value ($000) $1,176 Shares 29,725 Est. Cost $38.48 Unrealized
Texas Pacific Land Trust 0.0%
Value ($000) $1,169 Shares 1,800 Est. Cost $649.57 Unrealized
VT Vanguard Total World Stock Ind 0.0%
Value ($000) $1,169 Shares 15,618 Est. Cost $74.33 Unrealized
DCI Donaldson Inc. 0.0%
Value ($000) $1,152 Shares 22,117 Est. Cost $42.27 Unrealized +5.8%
IWB iShares Russell 1000 ETF 0.0%
Value ($000) $1,089 Shares 6,620 Est. Cost $158.29 Unrealized
Cerner Corp 0.0%
Value ($000) $1,073 Shares 15,700 Est. Cost $58.00 Unrealized
VUG Vanguard Growth VIPERs 0.0%
Value ($000) $1,066 Shares 6,413 Est. Cost $140.45 Unrealized
EEM iShares MSCI Emerging Mkts ETF 0.0%
Value ($000) $1,031 Shares 25,231 Est. Cost $47.29 Unrealized
MLM Martin Marietta Materials 0.0%
Value ($000) $1,029 Shares 3,755 Est. Cost $205.17 Unrealized +15.2%
IBB iShares Nasdaq Biotechnology E 0.0%
Value ($000) $1,024 Shares 10,289 Est. Cost $107.46 Unrealized
IJH iShares Core S&P MidCap ETF 0.0%
Value ($000) $1,022 Shares 5,291 Est. Cost $194.44 Unrealized
ALL Allstate Corp. 0.0%
Value ($000) $1,017 Shares 9,317 Est. Cost $88.76 Unrealized +1.0%
SCHE Schwab Emerging Markets Equity 0.0%
Value ($000) $1,003 Shares 39,928 Est. Cost $28.08 Unrealized
RGA Reinsurance Group of America I 0.0%
Value ($000) $1,003 Shares 6,275 Est. Cost $155.02 Unrealized 0.0%
VIOO Vanguard S&P Small-Cap 600 0.0%
Value ($000) $988 Shares 6,925 Est. Cost $151.68 Unrealized
MLN VanEck Vectors AMT-Free Long M 0.0%
Value ($000) $949 Shares 44,876 Est. Cost $21.15 Unrealized
EEMV iShares MSCI Emerging Markets 0.0%
Value ($000) $937 Shares 16,409 Est. Cost $62.34 Unrealized
Varian Medical Systems Inc 0.0%
Value ($000) $900 Shares 7,560 Est. Cost $122.65 Unrealized
Neuberger Berman Intermediate 0.0%
Value ($000) $882 Shares 56,886 Est. Cost $14.64 Unrealized
MFC Manulife Finl Corp 0.0%
Value ($000) $875 Shares 47,635 Est. Cost $19.98 Unrealized -11.6%
GWW Grainger WW Inc. 0.0%
Value ($000) $834 Shares 2,807 Est. Cost $254.60 Unrealized +0.8%
BXP Boston Properties Inc. 0.0%
Value ($000) $834 Shares 6,382 Est. Cost $85.13 Unrealized +11.7%
XLF Financial Select Sector SPDR 0.0%
Value ($000) $825 Shares 29,475 Est. Cost $24.16 Unrealized
AWK American Water Works Co Inc 0.0%
Value ($000) $807 Shares 6,500 Est. Cost $101.93 Unrealized +5.0%
OHI Omega Healthcare Investors Inc 0.0%
Value ($000) $800 Shares 19,146 Est. Cost $41.79 Unrealized
O Realty Income Corp 0.0%
Value ($000) $790 Shares 10,278 Est. Cost $50.29 Unrealized +2.0%
DVY iShares DJ Select Dividend ETF 0.0%
Value ($000) $788 Shares 7,725 Est. Cost $101.41 Unrealized
SCHD Schwab U.S. Dividend Equity ET 0.0%
Value ($000) $782 Shares 14,277 Est. Cost $50.77 Unrealized
VLO Valero Energy Corp New 0.0%
Value ($000) $749 Shares 8,785 Est. Cost $62.57 Unrealized -0.2%
Aon Corp 0.0%
Value ($000) $711 Shares 3,675 Est. Cost $193.51 Unrealized
WU Western Union Co 0.0%
Value ($000) $706 Shares 30,475 Est. Cost $22.92 Unrealized
MRSH Marsh & McLennan Cos Inc 0.0%
Value ($000) $690 Shares 6,895 Est. Cost $76.81 Unrealized +17.9%
IYE iShares US Energy 0.0%
Value ($000) $688 Shares 21,675 Est. Cost $31.30 Unrealized
Royal Dutch Shell PLC ADR B 0.0%
Value ($000) $679 Shares 11,335 Est. Cost $61.81 Unrealized
BP BP P.L.C Sponsored ADR 0.0%
Value ($000) $662 Shares 17,427 Est. Cost $38.10 Unrealized
TIP iShares Barclays TIPS Bond ETF 0.0%
Value ($000) $660 Shares 5,676 Est. Cost $113.04 Unrealized
ZBH Zimmer Biomet Holdings Inc 0.0%
Value ($000) $655 Shares 4,765 Est. Cost $111.02 Unrealized +10.4%
DD DuPont De Nemours Inc 0.0%
Value ($000) $655 Shares 9,184 Est. Cost $26.47 Unrealized -2.1%
BAC Bank of America Corporation 0.0%
Value ($000) $648 Shares 22,205 Est. Cost $24.80 Unrealized -0.9%
Xilinx Inc. 0.0%
Value ($000) $641 Shares 6,685 Est. Cost $73.83 Unrealized
IEX Idex Corporation 0.0%
Value ($000) $639 Shares 3,900 Est. Cost $153.63 Unrealized 0.0%
EW Edwards Lifesciences Corp 0.0%
Value ($000) $639 Shares 2,906 Est. Cost $50.53 Unrealized +39.0%
PCAR Paccar Inc. 0.0%
Value ($000) $637 Shares 9,100 Est. Cost $34.62 Unrealized +3.1%
SPLV Invesco S&P 500 Low Volatility 0.0%
Value ($000) $636 Shares 10,981 Est. Cost $46.65 Unrealized
MPC Marathon Petroleum Corp 0.0%
Value ($000) $618 Shares 10,173 Est. Cost $43.84 Unrealized -1.7%
FMC FMC Corp 0.0%
Value ($000) $593 Shares 6,735 Est. Cost $60.69 Unrealized +17.6%
EOG EOG Res Inc 0.0%
Value ($000) $572 Shares 7,705 Est. Cost $76.56 Unrealized -19.7%
Kellogg Co 0.0%
Value ($000) $569 Shares 8,836 Est. Cost $45.84 Unrealized -1.1%
GPC Genuine Parts Co. 0.0%
Value ($000) $563 Shares 5,613 Est. Cost $76.83 Unrealized +3.9%
BB&T Corp. 0.0%
Value ($000) $562 Shares 10,535 Est. Cost $51.66 Unrealized
VPU Vanguard Utilities ETF 0.0%
Value ($000) $562 Shares 3,882 Est. Cost $111.81 Unrealized
SO Southern Company 0.0%
Value ($000) $531 Shares 8,604 Est. Cost $38.81 Unrealized +16.7%
EAGG iShares ESG U.S. Aggregate Bon 0.0%
Value ($000) $531 Shares 9,805 Est. Cost $54.19 Unrealized
MCO Moodys Corp 0.0%
Value ($000) $522 Shares 2,550 Est. Cost $198.70 Unrealized 0.0%
Magellan Midstream Partners LP 0.0%
Value ($000) $521 Shares 7,855 Est. Cost $59.19 Unrealized
MAR Marriott International Cl A 0.0%
Value ($000) $516 Shares 4,150 Est. Cost $128.94 Unrealized -1.7%
Total S.A. 0.0%
Value ($000) $515 Shares 9,770 Est. Cost $58.50 Unrealized
DOW Dow Chemical Co 0.0%
Value ($000) $512 Shares 10,747 Est. Cost $34.08 Unrealized -3.9%
MCHP Microchip Technology Inc 0.0%
Value ($000) $511 Shares 5,499 Est. Cost $40.19 Unrealized 0.0%
HPQ HP Inc. 0.0%
Value ($000) $503 Shares 26,378 Est. Cost $17.26 Unrealized -8.8%
VSGX Vanguard ESG International Sto 0.0%
Value ($000) $493 Shares 10,000 Est. Cost $44.50 Unrealized
ADBE Adobe Systems Inc. 0.0%
Value ($000) $493 Shares 1,783 Est. Cost $266.94 Unrealized +9.4%
VGT Vanguard Information Technolog 0.0%
Value ($000) $489 Shares 2,260 Est. Cost $182.67 Unrealized
PPG PPG Industries Inc. 0.0%
Value ($000) $483 Shares 4,076 Est. Cost $100.44 Unrealized +1.4%
PYPL PayPal Holdings Inc 0.0%
Value ($000) $472 Shares 4,559 Est. Cost $110.08 Unrealized -0.2%
General Electric 0.0%
Value ($000) $472 Shares 52,698 Est. Cost $11.50 Unrealized
XLB Materials Select Sector SPDR 0.0%
Value ($000) $470 Shares 8,080 Est. Cost $57.07 Unrealized
HYG iShares iBoxx High Yield Corp 0.0%
Value ($000) $458 Shares 5,255 Est. Cost $81.71 Unrealized
TXN Texas Instruments Inc. 0.0%
Value ($000) $455 Shares 3,521 Est. Cost $96.91 Unrealized +6.1%
SWKS Skyworks Solutions Inc 0.0%
Value ($000) $454 Shares 5,725 Est. Cost $68.44 Unrealized 0.0%
DOV Dover Corp. 0.0%
Value ($000) $450 Shares 4,518 Est. Cost $77.11 Unrealized +13.7%
CCL Carnival Corp 0.0%
Value ($000) $420 Shares 9,605 Est. Cost $44.98 Unrealized -0.4%
XRAY Dentsply Sirona Inc. 0.0%
Value ($000) $412 Shares 7,710 Est. Cost $58.89 Unrealized -8.8%
Arconic Inc 0.0%
Value ($000) $412 Shares 15,834 Est. Cost $26.00 Unrealized
HPE Hewlett Packard Enterprise 0.0%
Value ($000) $409 Shares 26,735 Est. Cost $13.20 Unrealized -12.2%
GIS General Mills Inc. 0.0%
Value ($000) $406 Shares 7,362 Est. Cost $40.38 Unrealized +7.5%
VV Vanguard Large-Cap VIPERs 0.0%
Value ($000) $398 Shares 2,918 Est. Cost $121.21 Unrealized
GLW Corning Incorporated 0.0%
Value ($000) $392 Shares 13,728 Est. Cost $25.11 Unrealized -0.5%
FISV Fiserv Inc. 0.0%
Value ($000) $386 Shares 3,728 Est. Cost $95.45 Unrealized +7.0%
Brookfield Asset Management In 0.0%
Value ($000) $381 Shares 7,173 Est. Cost $45.79 Unrealized
IWF iShares Russell 1000 Growth ET 0.0%
Value ($000) $380 Shares 2,382 Est. Cost $134.64 Unrealized
CMG Chipotle Mexican Grill Inc 0.0%
Value ($000) $373 Shares 444 Est. Cost $8.62 Unrealized +85.0%
MS Morgan Stanley 0.0%
Value ($000) $368 Shares 8,631 Est. Cost $35.73 Unrealized -2.0%
C Citigroup Inc. 0.0%
Value ($000) $354 Shares 5,124 Est. Cost $53.82 Unrealized +0.6%
CHD Church and Dwight Inc 0.0%
Value ($000) $347 Shares 4,612 Est. Cost $64.05 Unrealized +9.6%
EPD Enterprise Prods Partners L P 0.0%
Value ($000) $347 Shares 12,124 Est. Cost $25.47 Unrealized
NXPI NXP Semiconductor NV 0.0%
Value ($000) $345 Shares 3,150 Est. Cost $103.60 Unrealized -11.4%
SPG Simon Property Group Inc 0.0%
Value ($000) $341 Shares 2,190 Est. Cost $108.23 Unrealized +0.7%
TFX Teleflex Inc. 0.0%
Value ($000) $334 Shares 984 Est. Cost $258.92 Unrealized +29.7%
CAT Caterpillar Inc. 0.0%
Value ($000) $326 Shares 2,577 Est. Cost $111.97 Unrealized -0.8%
IVW iShares S&P 500 Growth ETF 0.0%
Value ($000) $325 Shares 1,803 Est. Cost $155.07 Unrealized
XBI SPDR S&P Biotech ETF 0.0%
Value ($000) $324 Shares 4,245 Est. Cost $87.73 Unrealized
DSI iShares MSCI KLD 400 Social ET 0.0%
Value ($000) $323 Shares 2,908 Est. Cost $110.91 Unrealized
Nuveen Arizona Quality Municip 0.0%
Value ($000) $318 Shares 23,550 Est. Cost $13.50 Unrealized
HRB Block H & R Inc. 0.0%
Value ($000) $315 Shares 13,200 Est. Cost $20.60 Unrealized 0.0%
INTU Intuit Inc. 0.0%
Value ($000) $306 Shares 1,150 Est. Cost $263.94 Unrealized +0.0%
DLN Wisdomtree Large Cap Div Exch 0.0%
Value ($000) $304 Shares 3,069 Est. Cost $88.49 Unrealized
SRCE 1st Source Corporation 0.0%
Value ($000) $292 Shares 6,377 Est. Cost $50.62 Unrealized
Unilever N V 0.0%
Value ($000) $284 Shares 4,725 Est. Cost $60.03 Unrealized
L Loews Corp. 0.0%
Value ($000) $281 Shares 5,466 Est. Cost $48.83 Unrealized +2.9%
CAH Cardinal Health Inc. 0.0%
Value ($000) $266 Shares 5,583 Est. Cost $38.16 Unrealized 0.0%
VOD Vodafone Group PLC New 0.0%
Value ($000) $264 Shares 13,277 Est. Cost $20.02 Unrealized
IYM iShares Dow Jones US Basic Mat 0.0%
Value ($000) $261 Shares 2,830 Est. Cost $96.08 Unrealized
FFIN First Financial Bankshares Inc 0.0%
Value ($000) $259 Shares 7,776 Est. Cost $27.93 Unrealized 0.0%
Putnam Premier Income 0.0%
Value ($000) $259 Shares 48,882 Est. Cost $5.26 Unrealized
CTVA Corteva Inc 0.0%
Value ($000) $257 Shares 9,184 Est. Cost $25.96 Unrealized +2.7%
ALC Alcon Inc 0.0%
Value ($000) $247 Shares 4,232 Est. Cost $57.87 Unrealized +2.2%
LQD iShares iBoxx $ Investment Gra 0.0%
Value ($000) $246 Shares 1,930 Est. Cost $115.86 Unrealized
BNDX Vanguard Total International B 0.0%
Value ($000) $244 Shares 4,150 Est. Cost $54.73 Unrealized
SWK Stanley Black & Decker Inc 0.0%
Value ($000) $241 Shares 1,666 Est. Cost $128.04 Unrealized -8.9%
CEF Central Fund of Canada 0.0%
Value ($000) $241 Shares 17,000 Est. Cost $14.15 Unrealized
STE Steris PLC 0.0%
Value ($000) $240 Shares 1,663 Est. Cost $118.46 Unrealized +19.1%
SUSA iShares MSCI USA ESG Select 0.0%
Value ($000) $240 Shares 1,940 Est. Cost $113.42 Unrealized
NTAP Netapp Inc 0.0%
Value ($000) $236 Shares 4,500 Est. Cost $44.97 Unrealized -0.1%
VSS Vanguard FTSE All-Wld ex-US Sm 0.0%
Value ($000) $234 Shares 2,300 Est. Cost $101.95 Unrealized
EL Estee Lauder Companies 0.0%
Value ($000) $229 Shares 1,149 Est. Cost $175.89 Unrealized +0.1%
ACGL Arch Capital Group LTD 0.0%
Value ($000) $229 Shares 5,445 Est. Cost $37.49 Unrealized 0.0%
ELV Anthem Inc 0.0%
Value ($000) $229 Shares 952 Est. Cost $217.34 Unrealized +15.6%
ECL Ecolab 0.0%
Value ($000) $224 Shares 1,127 Est. Cost $127.89 Unrealized +46.3%
OSBC Old Second Bancorp Inc 0.0%
Value ($000) $222 Shares 18,200 Est. Cost $11.47 Unrealized 0.0%
SRE Sempra Energy 0.0%
Value ($000) $221 Shares 1,500 Est. Cost $56.85 Unrealized 0.0%
MCK McKesson Corporation 0.0%
Value ($000) $221 Shares 1,614 Est. Cost $146.18 Unrealized -7.2%
SHW Sherwin Williams Corp 0.0%
Value ($000) $220 Shares 400 Est. Cost $160.60 Unrealized +0.1%
ESLT Elbit Systems LTD 0.0%
Value ($000) $217 Shares 1,320 Est. Cost $132.44 Unrealized +11.5%
AEP American Electric Power Inc 0.0%
Value ($000) $217 Shares 2,316 Est. Cost $53.31 Unrealized +35.9%
CI Cigna Corp. 0.0%
Value ($000) $216 Shares 1,420 Est. Cost $146.58 Unrealized +1.6%
VXUS Vanguard Total International S 0.0%
Value ($000) $215 Shares 4,158 Est. Cost $54.05 Unrealized
LNC Lincoln National Corp 0.0%
Value ($000) $215 Shares 3,557 Est. Cost $55.55 Unrealized -20.6%
CDK Global Inc 0.0%
Value ($000) $215 Shares 4,461 Est. Cost $57.77 Unrealized
GS Goldman Sachs Group Inc. 0.0%
Value ($000) $213 Shares 1,028 Est. Cost $199.25 Unrealized -9.9%
TCF Financial Corporation 0.0%
Value ($000) $212 Shares 5,580 Est. Cost $38.07 Unrealized
YUM Yum! Brands Inc. 0.0%
Value ($000) $209 Shares 1,840 Est. Cost $79.31 Unrealized +28.0%
CACC Credit Acceptance Corp Mich 0.0%
Value ($000) $208 Shares 450 Est. Cost $331.36 Unrealized +42.6%
WAFD Washington Federal Inc. 0.0%
Value ($000) $207 Shares 5,593 Est. Cost $27.70 Unrealized +4.2%
JPMorgan Alerian MLP ETN 0.0%
Value ($000) $206 Shares 8,865 Est. Cost $23.27 Unrealized
Unilever PLC 0.0%
Value ($000) $206 Shares 3,426 Est. Cost $57.49 Unrealized
CRM Salesforce Com 0.0%
Value ($000) $202 Shares 1,364 Est. Cost $145.68 Unrealized +3.1%
NFLX Netflix Inc. 0.0%
Value ($000) $199 Shares 745 Est. Cost $29.84 Unrealized +4.9%
AL Air Lease Corp Class A 0.0%
Value ($000) $197 Shares 4,690 Est. Cost $35.98 Unrealized +1.3%
AJG Arthur J. Gallagher & Co 0.0%
Value ($000) $193 Shares 2,154 Est. Cost $82.93 Unrealized +0.2%
FCNCA First Citizens Bancshares Inc 0.0%
Value ($000) $189 Shares 400 Est. Cost $419.26 Unrealized +6.2%
SVB Financial Group 0.0%
Value ($000) $188 Shares 900 Est. Cost $240.01 Unrealized
CTSH Cognizant Technology Solutions 0.0%
Value ($000) $187 Shares 3,110 Est. Cost $64.24 Unrealized -10.6%
WY Weyerhaeuser Co. 0.0%
Value ($000) $181 Shares 6,525 Est. Cost $21.86 Unrealized -6.1%
TDS Telephone & Data Systems Inc. 0.0%
Value ($000) $177 Shares 6,875 Est. Cost $27.16 Unrealized +2.7%
FTV Fortive Corporation 0.0%
Value ($000) $177 Shares 2,582 Est. Cost $44.87 Unrealized 0.0%
Glaxo Smithkline Sponsored PLC 0.0%
Value ($000) $177 Shares 4,112 Est. Cost $40.70 Unrealized
America Movil S.A.B DE C.V. 0.0%
Value ($000) $169 Shares 11,400 Est. Cost $17.98 Unrealized
XEL Xcel Energy Inc. 0.0%
Value ($000) $168 Shares 2,575 Est. Cost $42.11 Unrealized +21.6%
HSIC Henry Schein Inc. 0.0%
Value ($000) $163 Shares 2,570 Est. Cost $57.81 Unrealized +11.8%
QQQ Invesco QQQ Trust 0.0%
Value ($000) $162 Shares 857 Est. Cost $182.71 Unrealized
VNQ Vanguard REIT Index ETF 0.0%
Value ($000) $162 Shares 1,734 Est. Cost $80.40 Unrealized
CHKP Check Point Software Tech LTD 0.0%
Value ($000) $162 Shares 1,475 Est. Cost $102.37 Unrealized +8.9%
CBRE CBRE Group Inc 0.0%
Value ($000) $161 Shares 3,041 Est. Cost $49.75 Unrealized +5.7%
SYF Synchrony Financial 0.0%
Value ($000) $160 Shares 4,700 Est. Cost $30.49 Unrealized -4.1%
ICF iShares Cohen & Steers REIT ET 0.0%
Value ($000) $156 Shares 1,300 Est. Cost $93.30 Unrealized
PIPR Piper Jaffray Cos 0.0%
Value ($000) $156 Shares 2,064 Est. Cost $88.45 Unrealized -15.7%
FAST Fastenal Co. 0.0%
Value ($000) $156 Shares 4,768 Est. Cost $13.23 Unrealized 0.0%
PVI Invesco VRDO Tax-Free Weekly 0.0%
Value ($000) $156 Shares 6,246 Est. Cost $24.90 Unrealized
BSV Vanguard Short-Term Bond ETF 0.0%
Value ($000) $154 Shares 1,900 Est. Cost $78.51 Unrealized
Discover Financial Services 0.0%
Value ($000) $149 Shares 1,836 Est. Cost $81.09 Unrealized
Seaspan Corp 0.0%
Value ($000) $149 Shares 14,000 Est. Cost $10.63 Unrealized
HE Hawaiian Elec Inds Inc. 0.0%
Value ($000) $147 Shares 3,225 Est. Cost $33.79 Unrealized +31.6%
TE Connectivity Ltd 0.0%
Value ($000) $147 Shares 1,575 Est. Cost $99.44 Unrealized
SNA Snap On Inc 0.0%
Value ($000) $141 Shares 900 Est. Cost $129.86 Unrealized 0.0%
EQR Equity Residential 0.0%
Value ($000) $139 Shares 1,606 Est. Cost $57.16 Unrealized +12.0%
SDY SPDR S&P Dividend ETF 0.0%
Value ($000) $139 Shares 1,352 Est. Cost $91.20 Unrealized
GIL Gildan Activewear Inc 0.0%
Value ($000) $139 Shares 3,905 Est. Cost $29.30 Unrealized +15.4%
HIG Hartford Financial Services Gr 0.0%
Value ($000) $138 Shares 2,275 Est. Cost $50.80 Unrealized 0.0%
ADSK Autodesk Inc 0.0%
Value ($000) $137 Shares 926 Est. Cost $156.17 Unrealized -0.4%
FBIN Fortune Brands Home & Security 0.0%
Value ($000) $137 Shares 2,500 Est. Cost $48.45 Unrealized -14.8%
YUMC Yum China Holdings Inc 0.0%
Value ($000) $136 Shares 2,991 Est. Cost $41.47 Unrealized +7.7%
Ansys Inc 0.0%
Value ($000) $135 Shares 610 Est. Cost $186.68 Unrealized
AFG American Financial Group Inc. 0.0%
Value ($000) $135 Shares 1,251 Est. Cost $57.54 Unrealized -0.8%
BF/A Brown Forman Corp Class A 0.0%
Value ($000) $134 Shares 2,250 Est. Cost $41.13 Unrealized +23.7%
CTRA Cabot Oil & Gas Corporation 0.0%
Value ($000) $134 Shares 7,650 Est. Cost $18.91 Unrealized -24.1%
HBAN Huntington Bancshares Inc. 0.0%
Value ($000) $133 Shares 9,201 Est. Cost $11.01 Unrealized -8.0%
SCHC Schwab International Small-Cap 0.0%
Value ($000) $132 Shares 4,145 Est. Cost $30.08 Unrealized
Nuveen California Quality Muni 0.0%
Value ($000) $126 Shares 8,350 Est. Cost $15.04 Unrealized
Royce Value Tr Inc. 0.0%
Value ($000) $123 Shares 8,956 Est. Cost $15.37 Unrealized
GPN Global Payments Inc 0.0%
Value ($000) $121 Shares 764 Est. Cost $155.23 Unrealized +0.1%
OGE OGE Energy Corp. 0.0%
Value ($000) $121 Shares 2,674 Est. Cost $31.58 Unrealized +37.2%
IDXX Idexx Laboratories 0.0%
Value ($000) $120 Shares 442 Est. Cost $278.27 Unrealized 0.0%
KBA KraneShares Bosera MSCI China 0.0%
Value ($000) $120 Shares 4,000 Est. Cost $29.96 Unrealized
EA Electronic Arts Inc 0.0%
Value ($000) $118 Shares 1,210 Est. Cost $91.34 Unrealized 0.0%
DRI Darden Restaurants Inc. 0.0%
Value ($000) $118 Shares 998 Est. Cost $76.11 Unrealized +34.3%
GNRC Generac Holdings Inc 0.0%
Value ($000) $118 Shares 1,500 Est. Cost $74.92 Unrealized 0.0%
CHTR Charter Communications, Inc 0.0%
Value ($000) $117 Shares 285 Est. Cost $374.74 Unrealized +7.7%
Liberty Global PLC C 0.0%
Value ($000) $116 Shares 4,896 Est. Cost $30.43 Unrealized
iShares iBonds Dec 2020 Term C 0.0%
Value ($000) $116 Shares 4,588 Est. Cost $25.37 Unrealized
TTNDY Techtronic Industries Co Ltd A 0.0%
Value ($000) $115 Shares 3,300 Est. Cost $29.57 Unrealized
SUI Sun Communities Inc. 0.0%
Value ($000) $114 Shares 765 Est. Cost $100.67 Unrealized
APH Amphenol Corp 0.0%
Value ($000) $114 Shares 1,175 Est. Cost $21.65 Unrealized +0.1%
HP Helmerich & Payne 0.0%
Value ($000) $112 Shares 2,800 Est. Cost $67.45 Unrealized -34.6%
IWD iShares Russell 1000 Value ETF 0.0%
Value ($000) $112 Shares 871 Est. Cost $111.05 Unrealized
RGEN Repligen Corp 0.0%
Value ($000) $111 Shares 1,450 Est. Cost $35.17 Unrealized +148.7%
ED Consolidated Edison Inc. 0.0%
Value ($000) $110 Shares 1,165 Est. Cost $66.10 Unrealized +6.7%
PFG Principal Financial Group Inc 0.0%
Value ($000) $110 Shares 1,924 Est. Cost $37.82 Unrealized +16.2%
SCHO Schwab Short-Term US Treasury 0.0%
Value ($000) $110 Shares 2,165 Est. Cost $50.59 Unrealized
GNTX Gentex Corp. 0.0%
Value ($000) $105 Shares 3,800 Est. Cost $23.02 Unrealized +14.8%
STRS Stratus Properties Inc 0.0%
Value ($000) $103 Shares 3,523 Est. Cost $27.29 Unrealized 0.0%
EBF Ennis Inc. 0.0%
Value ($000) $102 Shares 5,031 Est. Cost $12.33 Unrealized +6.8%
NTR Nutrien Ltd 0.0%
Value ($000) $100 Shares 1,989 Est. Cost $38.37 Unrealized +6.9%
AEE Ameren Corp. 0.0%
Value ($000) $100 Shares 1,250 Est. Cost $53.72 Unrealized +19.0%
PHO Invesco Water Resources ETF 0.0%
Value ($000) $99 Shares 2,700 Est. Cost $30.21 Unrealized
BMO Bank Montreal Que 0.0%
Value ($000) $98 Shares 1,330 Est. Cost $55.44 Unrealized 0.0%
BXMT Blackstone Mortgage Trust Inc 0.0%
Value ($000) $94 Shares 2,570 Est. Cost $32.04 Unrealized
WMB Williams Companies Inc. 0.0%
Value ($000) $92 Shares 3,822 Est. Cost $17.94 Unrealized -1.7%
CLX Clorox Co. 0.0%
Value ($000) $91 Shares 602 Est. Cost $112.77 Unrealized +16.0%
DEM Wisdomtree Emerging Mkt High Y 0.0%
Value ($000) $91 Shares 2,200 Est. Cost $42.20 Unrealized
AER AerCap Holdings N.V. 0.0%
Value ($000) $90 Shares 1,650 Est. Cost $51.06 Unrealized +1.8%
SAFT Safety Insurance Group Inc 0.0%
Value ($000) $89 Shares 875 Est. Cost $97.68 Unrealized 0.0%
SPIB SPDR Portfolio Intermediate Te 0.0%
Value ($000) $88 Shares 2,503 Est. Cost $34.43 Unrealized
EWJ iShares MSCI Japan ETF 0.0%
Value ($000) $87 Shares 1,537 Est. Cost $58.12 Unrealized
Canadian Pacific Railway Ltd 0.0%
Value ($000) $87 Shares 389 Est. Cost $183.20 Unrealized
TD Toronto-Dominion Bank 0.0%
Value ($000) $85 Shares 1,465 Est. Cost $56.85 Unrealized 0.0%
AMAT Applied Materials Inc. 0.0%
Value ($000) $85 Shares 1,700 Est. Cost $47.95 Unrealized -5.4%
RYN Rayonier Inc. 0.0%
Value ($000) $85 Shares 3,000 Est. Cost $28.20 Unrealized
E ENI S.P.A 0.0%
Value ($000) $84 Shares 2,765 Est. Cost $37.66 Unrealized
SNY Sanofi ADR 0.0%
Value ($000) $84 Shares 1,813 Est. Cost $46.33 Unrealized
PNW Pinnacle West Cap Corp 0.0%
Value ($000) $83 Shares 850 Est. Cost $68.68 Unrealized +4.6%
TSLA Tesla Motors Inc Com 0.0%
Value ($000) $82 Shares 342 Est. Cost $16.68 Unrealized -6.1%
Jacobs Engr Group Inc Del 0.0%
Value ($000) $82 Shares 900 Est. Cost $91.50 Unrealized
Templeton Dragon Fund Inc. 0.0%
Value ($000) $81 Shares 4,550 Est. Cost $22.24 Unrealized
FFBC First Finl Bancorp 0.0%
Value ($000) $81 Shares 3,300 Est. Cost $20.59 Unrealized -10.7%
OUNZ VanEck Merk Gold Trust 0.0%
Value ($000) $81 Shares 5,600 Est. Cost $14.42 Unrealized
EFG iShares MSCI Growth 0.0%
Value ($000) $81 Shares 1,003 Est. Cost $80.37 Unrealized
MSI Motorola Solutions Inc 0.0%
Value ($000) $80 Shares 470 Est. Cost $152.66 Unrealized +3.3%
OTEX Open Text Corp 0.0%
Value ($000) $80 Shares 1,960 Est. Cost $31.83 Unrealized +8.6%
ADUS Addus HomeCare Corp 0.0%
Value ($000) $79 Shares 1,000 Est. Cost $54.63 Unrealized +48.3%
TMRAY Tomra Systems ASA 0.0%
Value ($000) $79 Shares 3,000 Est. Cost $20.73 Unrealized
ET Energy Transfer LP 0.0%
Value ($000) $79 Shares 6,034 Est. Cost $15.73 Unrealized
Allianz SE ADR 0.0%
Value ($000) $79 Shares 3,400 Est. Cost $22.72 Unrealized
ZBRA Zebra Technologies Corp 0.0%
Value ($000) $79 Shares 381 Est. Cost $202.05 Unrealized 0.0%
DBSDY DBS Group Hldgs LTD Sponsored 0.0%
Value ($000) $78 Shares 1,075 Est. Cost $84.14 Unrealized
OXY Occidental Petroleum Corp. 0.0%
Value ($000) $78 Shares 1,714 Est. Cost $41.98 Unrealized -0.6%
Bancolombia SA ADR 0.0%
Value ($000) $77 Shares 1,550 Est. Cost $51.01 Unrealized
Nuveen Dividend Advantage Muni 0.0%
Value ($000) $76 Shares 4,502 Est. Cost $14.58 Unrealized
NOC Northrop Grumman Corp. 0.0%
Value ($000) $75 Shares 200 Est. Cost $318.69 Unrealized 0.0%
MGA Magna International Inc Class 0.0%
Value ($000) $75 Shares 1,405 Est. Cost $43.73 Unrealized -7.0%
NEOG Neogen Corp 0.0%
Value ($000) $75 Shares 1,100 Est. Cost $42.62 Unrealized -18.8%
PB Prosperity Bancshares Inc 0.0%
Value ($000) $75 Shares 1,050 Est. Cost $59.04 Unrealized -7.3%
UOVEY United Overseas Bank LTD 0.0%
Value ($000) $74 Shares 2,000 Est. Cost $41.24 Unrealized
DXC DXC Technology Company 0.0%
Value ($000) $74 Shares 2,483 Est. Cost $80.08 Unrealized -48.4%
ICLR Icon PLC 0.0%
Value ($000) $74 Shares 500 Est. Cost $114.70 Unrealized +33.9%
BABA Alibaba Group Holdings ADR 0.0%
Value ($000) $73 Shares 437 Est. Cost $177.27 Unrealized
BAP Credicorp LTD ADR 0.0%
Value ($000) $73 Shares 350 Est. Cost $187.17 Unrealized -1.9%
IJK iShares S&P MidCap 400 Growth 0.0%
Value ($000) $73 Shares 325 Est. Cost $218.32 Unrealized
AVA Avista Corp 0.0%
Value ($000) $73 Shares 1,500 Est. Cost $34.88 Unrealized 0.0%
FHN First Horizon National Corp 0.0%
Value ($000) $73 Shares 4,442 Est. Cost $14.70 Unrealized -16.0%
CNI Canadian National Railway 0.0%
Value ($000) $72 Shares 800 Est. Cost $68.97 Unrealized +18.7%
KDDIY KDDI Corp ADR 0.0%
Value ($000) $72 Shares 5,500 Est. Cost $12.72 Unrealized
SHM SPDR Nuveen Barclays Short-Ter 0.0%
Value ($000) $72 Shares 1,460 Est. Cost $47.82 Unrealized
Calamos Strategic Total Return 0.0%
Value ($000) $71 Shares 5,620 Est. Cost $12.72 Unrealized
Suntrust Banks Inc. 0.0%
Value ($000) $71 Shares 1,035 Est. Cost $68.02 Unrealized
LEA Lear Corp 0.0%
Value ($000) $71 Shares 600 Est. Cost $106.65 Unrealized 0.0%
JAZZ Jazz Pharmaceuticals PLC 0.0%
Value ($000) $70 Shares 550 Est. Cost $146.69 Unrealized -8.6%
CGEMY Capgemini SE ADR 0.0%
Value ($000) $70 Shares 3,000 Est. Cost $24.93 Unrealized
TSM Taiwan Semiconductor Co LTD Sp 0.0%
Value ($000) $70 Shares 1,500 Est. Cost $43.76 Unrealized
IWV iShares Russell 3000 ETF 0.0%
Value ($000) $70 Shares 403 Est. Cost $160.79 Unrealized
DIA SPDR Dow Jones Industrial Avrg 0.0%
Value ($000) $70 Shares 260 Est. Cost $269.18 Unrealized
DWAHY Daiwa House Industry Co LTD AD 0.0%
Value ($000) $70 Shares 2,150 Est. Cost $32.50 Unrealized
ACSAY ACS Actividades de Construccci 0.0%
Value ($000) $70 Shares 8,781 Est. Cost $7.81 Unrealized
Howard Hughes Corp 0.0%
Value ($000) $69 Shares 530 Est. Cost $123.84 Unrealized
SXT Sensient Technologies Corp 0.0%
Value ($000) $69 Shares 1,000 Est. Cost $71.99 Unrealized -5.4%
ATO Atmos Energy Corporation 0.0%
Value ($000) $68 Shares 600 Est. Cost $67.40 Unrealized +38.7%
SVNDY Seven & i Holdings Co Ltd ADR 0.0%
Value ($000) $68 Shares 3,560 Est. Cost $21.74 Unrealized
NTDOY Nintendo Company Ltd ADR 0.0%
Value ($000) $68 Shares 1,460 Est. Cost $45.77 Unrealized
KTB Kontoor Brands Inc 0.0%
Value ($000) $68 Shares 1,935 Est. Cost $29.07 Unrealized +11.6%
JBTM John Bean Technologies Corpora 0.0%
Value ($000) $68 Shares 682 Est. Cost $111.13 Unrealized -3.1%
ABBNY ABB Ltd-Spon ADR 0.0%
Value ($000) $68 Shares 3,445 Est. Cost $23.74 Unrealized
CHGCY Chugai Pharmaceutical Co., Ltd 0.0%
Value ($000) $67 Shares 435 Est. Cost $154.90 Unrealized
VEOEY Veolia Environment SA ADR 0.0%
Value ($000) $66 Shares 2,615 Est. Cost $24.31 Unrealized
DANOY Danone 0.0%
Value ($000) $66 Shares 3,775 Est. Cost $16.91 Unrealized
Aqua America Inc 0.0%
Value ($000) $66 Shares 1,468 Est. Cost $41.62 Unrealized
Aaron's Inc 0.0%
Value ($000) $66 Shares 1,020 Est. Cost $54.49 Unrealized
ALPMY Astellas Pharma Inc 0.0%
Value ($000) $66 Shares 4,600 Est. Cost $17.07 Unrealized
SM SM Energy Company 0.0%
Value ($000) $66 Shares 6,760 Est. Cost $19.42 Unrealized -52.5%
MKTX MarketAxess Holdings Inc 0.0%
Value ($000) $66 Shares 200 Est. Cost $192.09 Unrealized +74.4%
SBGSY Schneider Electric ADR 0.0%
Value ($000) $65 Shares 3,760 Est. Cost $17.42 Unrealized
CMI Cummins Inc 0.0%
Value ($000) $65 Shares 400 Est. Cost $139.76 Unrealized -2.6%
LULU Lululemon Athletica Inc 0.0%
Value ($000) $64 Shares 335 Est. Cost $186.29 Unrealized +0.3%
COF Capital One Financial Corporat 0.0%
Value ($000) $64 Shares 700 Est. Cost $80.40 Unrealized +0.3%
EVRG Evergy Inc 0.0%
Value ($000) $64 Shares 956 Est. Cost $49.36 Unrealized 0.0%
DGS Wisdomtree Emerging Smallcap D 0.0%
Value ($000) $64 Shares 1,434 Est. Cost $44.30 Unrealized
LVMUY LVMH Moet Hennessy Louis Vuitt 0.0%
Value ($000) $63 Shares 800 Est. Cost $79.35 Unrealized
LUV Southwest Airlines Co. 0.0%
Value ($000) $63 Shares 1,175 Est. Cost $49.01 Unrealized -1.6%
IFNNY Infineon Technologies AG ADR 0.0%
Value ($000) $63 Shares 3,500 Est. Cost $26.34 Unrealized
WestRock Co 0.0%
Value ($000) $63 Shares 1,722 Est. Cost $62.54 Unrealized
IP International Paper Company 0.0%
Value ($000) $62 Shares 1,490 Est. Cost $38.92 Unrealized -24.6%
Federal Realty Investment Trus 0.0%
Value ($000) $62 Shares 450 Est. Cost $117.11 Unrealized
LRLCY L'Oreal SA ADR 0.0%
Value ($000) $61 Shares 1,100 Est. Cost $55.90 Unrealized
UBSI United Bankshares Inc 0.0%
Value ($000) $61 Shares 1,600 Est. Cost $37.04 Unrealized 0.0%
CRH Plc ADR 0.0%
Value ($000) $61 Shares 1,750 Est. Cost $34.45 Unrealized
Hess Corp 0.0%
Value ($000) $60 Shares 1,000 Est. Cost $60.48 Unrealized
ES Eversource Energy 0.0%
Value ($000) $60 Shares 707 Est. Cost $62.39 Unrealized +1.2%
LCNB LCNB Corp 0.0%
Value ($000) $60 Shares 3,400 Est. Cost $13.40 Unrealized -5.5%
NI Nisource Inc. 0.0%
Value ($000) $60 Shares 2,011 Est. Cost $23.74 Unrealized 0.0%
INFY Infosys Technologies Ltd 0.0%
Value ($000) $60 Shares 5,290 Est. Cost $11.37 Unrealized
NTTYY Nippon Telegraph & Telephone C 0.0%
Value ($000) $60 Shares 1,250 Est. Cost $46.82 Unrealized
VOT Vanguard Mid-Cap Growth ETF 0.0%
Value ($000) $60 Shares 404 Est. Cost $148.11 Unrealized
LNVGY Lenovo Group Ltd ADR 0.0%
Value ($000) $60 Shares 4,500 Est. Cost $17.09 Unrealized
Gabelli Equity Trust 0.0%
Value ($000) $59 Shares 9,934 Est. Cost $6.18 Unrealized
GIB CGI Inc Class A 0.0%
Value ($000) $59 Shares 750 Est. Cost $66.29 Unrealized +17.0%
SONY Sony Corp ADR 0.0%
Value ($000) $59 Shares 1,000 Est. Cost $48.34 Unrealized
Kirkland Lake Gold Ltd 0.0%
Value ($000) $59 Shares 1,310 Est. Cost $44.84 Unrealized
BIIB Biogen Inc 0.0%
Value ($000) $59 Shares 252 Est. Cost $240.85 Unrealized -3.3%
ARKAY Arkema SA ADR 0.0%
Value ($000) $58 Shares 625 Est. Cost $131.05 Unrealized
REGN Regeneron Pharmaceuticals Inc 0.0%
Value ($000) $58 Shares 209 Est. Cost $304.34 Unrealized -3.3%
WHGLY WH Group LTD ADR 0.0%
Value ($000) $58 Shares 3,205 Est. Cost $21.39 Unrealized
NYF iShares New York Muni Bond ETF 0.0%
Value ($000) $57 Shares 1,000 Est. Cost $57.22 Unrealized
GVI iShares Barclays Int Govt/Cred 0.0%
Value ($000) $57 Shares 500 Est. Cost $108.28 Unrealized
NUE Nucor Corp 0.0%
Value ($000) $56 Shares 1,101 Est. Cost $55.34 Unrealized -17.2%
SFTBY Softbank Corp ADR 0.0%
Value ($000) $56 Shares 2,880 Est. Cost $19.57 Unrealized
Tim Participacoes S.A. 0.0%
Value ($000) $56 Shares 3,920 Est. Cost $15.08 Unrealized
KTOS Kratos Defense and Security So 0.0%
Value ($000) $56 Shares 3,000 Est. Cost $20.99 Unrealized 0.0%
MLKN Miller Herman Inc. 0.0%
Value ($000) $56 Shares 1,200 Est. Cost $30.93 Unrealized +19.9%
Tekla Healthcare Investors 0.0%
Value ($000) $55 Shares 3,023 Est. Cost $21.53 Unrealized
KEY Keycorp New 0.0%
Value ($000) $55 Shares 3,100 Est. Cost $12.69 Unrealized 0.0%
GGG Graco Incorporated 0.0%
Value ($000) $55 Shares 1,200 Est. Cost $42.42 Unrealized +2.7%
Templeton Emerg Mkts Income 0.0%
Value ($000) $55 Shares 6,039 Est. Cost $11.56 Unrealized
SBA Communications Corp 0.0%
Value ($000) $55 Shares 222 Est. Cost $245.97 Unrealized
IJT iShares S&P Small Cap 600 Grow 0.0%
Value ($000) $54 Shares 300 Est. Cost $178.38 Unrealized
HOMB Home BancShares Inc 0.0%
Value ($000) $53 Shares 2,845 Est. Cost $23.96 Unrealized -22.0%
KMX CarMax Inc 0.0%
Value ($000) $53 Shares 606 Est. Cost $69.32 Unrealized +23.8%
Celgene Corp 0.0%
Value ($000) $53 Shares 535 Est. Cost $95.15 Unrealized
AMP Ameriprise Financial Incorpora 0.0%
Value ($000) $53 Shares 361 Est. Cost $130.12 Unrealized -3.8%
HollyFrontier Corp 0.0%
Value ($000) $53 Shares 980 Est. Cost $53.59 Unrealized
AVB Avalonbay Communities Inc. 0.0%
Value ($000) $52 Shares 240 Est. Cost $124.68 Unrealized +34.1%
MPT Medical Properties Trust Inc 0.0%
Value ($000) $52 Shares 2,600 Est. Cost $19.82 Unrealized
PLD Prologis Trust Sh Ben 0.0%
Value ($000) $51 Shares 600 Est. Cost $50.36 Unrealized +37.6%
JNK SPDR Barclays Capital High Yie 0.0%
Value ($000) $51 Shares 470 Est. Cost $108.94 Unrealized
XLI Industrial Select Sector SPDR 0.0%
Value ($000) $51 Shares 655 Est. Cost $74.29 Unrealized
CUK Carnival PLC ADR 0.0%
Value ($000) $51 Shares 1,205 Est. Cost $65.50 Unrealized
YY Inc ADR 0.0%
Value ($000) $51 Shares 900 Est. Cost $83.52 Unrealized
BlackRock Corp High Yld Fund 0.0%
Value ($000) $51 Shares 4,702 Est. Cost $10.59 Unrealized
SUB iShares Short-Term National Mu 0.0%
Value ($000) $50 Shares 466 Est. Cost $105.64 Unrealized
ROST Ross Stores inc 0.0%
Value ($000) $49 Shares 450 Est. Cost $85.36 Unrealized +16.0%
BKNG Booking Holdings Inc 0.0%
Value ($000) $49 Shares 25 Est. Cost $1766.69 Unrealized +7.8%
KHC The Kraft Heinz Co 0.0%
Value ($000) $49 Shares 1,753 Est. Cost $45.07 Unrealized -53.0%
RY Royal Bk Canada 0.0%
Value ($000) $49 Shares 600 Est. Cost $81.18 Unrealized -3.8%
XLU Utilities Select Sector SPDR 0.0%
Value ($000) $49 Shares 750 Est. Cost $64.74 Unrealized
PHG Koninklijke Philips N.V. 0.0%
Value ($000) $48 Shares 1,051 Est. Cost $38.50 Unrealized
PacWest Bancorp 0.0%
Value ($000) $48 Shares 1,330 Est. Cost $49.53 Unrealized
EFV iShares MSCI EAFE Value ETF 0.0%
Value ($000) $48 Shares 1,019 Est. Cost $54.55 Unrealized
Citrix Systems Inc. 0.0%
Value ($000) $48 Shares 500 Est. Cost $93.14 Unrealized
Dish Network Corporation 0.0%
Value ($000) $48 Shares 1,400 Est. Cost $37.89 Unrealized
Cohen & Steers Quality Income 0.0%
Value ($000) $48 Shares 3,000 Est. Cost $15.85 Unrealized
Templeton Global Income Fund 0.0%
Value ($000) $47 Shares 7,700 Est. Cost $6.39 Unrealized
ZTS Zoetis Inc Cl A 0.0%
Value ($000) $47 Shares 377 Est. Cost $93.24 Unrealized +22.9%
Meridian Bioscience Inc 0.0%
Value ($000) $46 Shares 4,839 Est. Cost $14.20 Unrealized
Seagate Technology Inc 0.0%
Value ($000) $46 Shares 850 Est. Cost $52.65 Unrealized
ASGN ASGN Inc 0.0%
Value ($000) $46 Shares 725 Est. Cost $86.37 Unrealized -28.5%
KNX Knight Transportation Inc 0.0%
Value ($000) $45 Shares 1,237 Est. Cost $32.55 Unrealized 0.0%
MDU M D U Resources Group Inc. 0.0%
Value ($000) $45 Shares 1,581 Est. Cost $8.03 Unrealized +5.2%
JHG Janus Henderson Group PLC 0.0%
Value ($000) $45 Shares 1,993 Est. Cost $35.68 Unrealized -41.7%
PBR/A Petroleo Brasileiro SA ADR 0.0%
Value ($000) $44 Shares 3,360 Est. Cost $11.63 Unrealized
MAIN Main Street Capital Corp 0.0%
Value ($000) $44 Shares 1,017 Est. Cost $39.88 Unrealized +7.0%
INGR Ingredion Inc 0.0%
Value ($000) $44 Shares 535 Est. Cost $102.11 Unrealized -22.3%
WING Wingstop Inc 0.0%
Value ($000) $44 Shares 500 Est. Cost $45.92 Unrealized +107.2%
Versum Materials Inc 0.0%
Value ($000) $43 Shares 812 Est. Cost $52.93 Unrealized
MU Micron Technology Inc 0.0%
Value ($000) $43 Shares 1,000 Est. Cost $47.42 Unrealized -7.0%
PKG Packaging Corp of America 0.0%
Value ($000) $43 Shares 400 Est. Cost $94.52 Unrealized -11.8%
AKZOY AKZO Nobel NV ADR 0.0%
Value ($000) $42 Shares 1,421 Est. Cost $29.54 Unrealized
VHT Vanguard Health Care ETF 0.0%
Value ($000) $42 Shares 250 Est. Cost $168.31 Unrealized
AVNS Avanos Medical Inc 0.0%
Value ($000) $42 Shares 1,121 Est. Cost $63.93 Unrealized -40.3%
RVTY Perkinelmer Inc Com 0.0%
Value ($000) $42 Shares 493 Est. Cost $84.20 Unrealized +2.4%
DAL Delta Air Lines Inc 0.0%
Value ($000) $42 Shares 727 Est. Cost $56.71 Unrealized 0.0%
MSTR Microstrategy Inc 0.0%
Value ($000) $42 Shares 280 Est. Cost $13.46 Unrealized +1.8%
Anixter International Inc. 0.0%
Value ($000) $41 Shares 600 Est. Cost $75.75 Unrealized
ADM Archer-Daniels-Midland Co. 0.0%
Value ($000) $41 Shares 1,006 Est. Cost $33.15 Unrealized -0.3%
SMG Scotts Miracle- Gro Company 0.0%
Value ($000) $41 Shares 400 Est. Cost $72.13 Unrealized +14.4%
HUBB Hubbell Inc 0.0%
Value ($000) $41 Shares 309 Est. Cost $111.96 Unrealized +2.2%
CBS Corp New CL B 0.0%
Value ($000) $41 Shares 1,000 Est. Cost $40.55 Unrealized
FDN First Trust Dow Jones Internet 0.0%
Value ($000) $40 Shares 300 Est. Cost $134.64 Unrealized
LDOS Leidos Holdings Inc 0.0%
Value ($000) $40 Shares 470 Est. Cost $76.85 Unrealized 0.0%
XMVFX Blackrock Munivest Fund 0.0%
Value ($000) $40 Shares 4,303 Est. Cost $8.90 Unrealized
FR First Industrial Realty Trust 0.0%
Value ($000) $40 Shares 1,000 Est. Cost $39.56 Unrealized
Blackrock Muniyield Quality Fd 0.0%
Value ($000) $39 Shares 2,887 Est. Cost $12.70 Unrealized
FXO First Trust Financials AlphaDE 0.0%
Value ($000) $38 Shares 1,210 Est. Cost $31.04 Unrealized
Madison Square Garden Co Cl A 0.0%
Value ($000) $38 Shares 146 Est. Cost $279.94 Unrealized
National Oilwell Varco 0.0%
Value ($000) $38 Shares 1,800 Est. Cost $28.20 Unrealized
CME CME Group Inc 0.0%
Value ($000) $38 Shares 180 Est. Cost $163.37 Unrealized +0.6%
Tenneco Inc 0.0%
Value ($000) $38 Shares 3,000 Est. Cost $18.71 Unrealized
GM General Motors 0.0%
Value ($000) $38 Shares 1,001 Est. Cost $36.01 Unrealized +0.0%
Hanesbrands Inc 0.0%
Value ($000) $37 Shares 2,434 Est. Cost $15.87 Unrealized
NVDA Nvidia Corp 0.0%
Value ($000) $37 Shares 212 Est. Cost $4.18 Unrealized 0.0%
Peoples United Financial Inc 0.0%
Value ($000) $37 Shares 2,350 Est. Cost $15.63 Unrealized
HCP Inc 0.0%
Value ($000) $36 Shares 1,000 Est. Cost $36.00 Unrealized
Apache Corp 0.0%
Value ($000) $36 Shares 1,390 Est. Cost $33.85 Unrealized
ENR Energizer Holdings Inc 0.0%
Value ($000) $35 Shares 800 Est. Cost $31.38 Unrealized 0.0%
VOOG Vanguard S&P 500 Growth Index 0.0%
Value ($000) $35 Shares 214 Est. Cost $162.25 Unrealized
Nuveen Preferred & Income Secu 0.0%
Value ($000) $34 Shares 3,458 Est. Cost $9.84 Unrealized
FE Firstenergy Corp. 0.0%
Value ($000) $33 Shares 693 Est. Cost $34.83 Unrealized 0.0%
Invesco Municipal Trust 0.0%
Value ($000) $33 Shares 2,642 Est. Cost $11.69 Unrealized
American Finance Trust Inc 0.0%
Value ($000) $33 Shares 2,380 Est. Cost $15.26 Unrealized
BOX Box Inc 0.0%
Value ($000) $33 Shares 2,000 Est. Cost $16.05 Unrealized 0.0%
EXC Exelon Corp 0.0%
Value ($000) $33 Shares 678 Est. Cost $23.66 Unrealized +13.1%
IDU iShares US Utilities ETF 0.0%
Value ($000) $33 Shares 200 Est. Cost $162.86 Unrealized
ESS Essex Property Trust 0.0%
Value ($000) $33 Shares 99 Est. Cost $175.97 Unrealized +41.8%
PJP Invesco Dynamic Pharmaceutical 0.0%
Value ($000) $33 Shares 574 Est. Cost $67.21 Unrealized
DLR Digital Realty Trust Inc 0.0%
Value ($000) $32 Shares 247 Est. Cost $97.48 Unrealized 0.0%
AFL AFLAC Incorporated 0.0%
Value ($000) $32 Shares 611 Est. Cost $36.94 Unrealized +22.8%
VYX NCR Corp. 0.0%
Value ($000) $32 Shares 1,000 Est. Cost $21.07 Unrealized -8.3%
Apergy Corp 0.0%
Value ($000) $31 Shares 1,150 Est. Cost $41.97 Unrealized
Sirius XM Holdings Inc 0.0%
Value ($000) $31 Shares 4,960 Est. Cost $6.25 Unrealized
WAB Wabtec 0.0%
Value ($000) $31 Shares 426 Est. Cost $69.14 Unrealized -1.0%
Nuveen Dow 30 Dynamic Overwrit 0.0%
Value ($000) $30 Shares 1,697 Est. Cost $17.82 Unrealized
Meredith Corp 0.0%
Value ($000) $29 Shares 800 Est. Cost $36.66 Unrealized
Carter Validus Mission Critica 0.0%
Value ($000) $29 Shares 5,500 Est. Cost $6.26 Unrealized
AMD Advanced Micro Devices Inc 0.0%
Value ($000) $29 Shares 1,000 Est. Cost $11.86 Unrealized +164.5%
WisdomTree Floating Rate Treas 0.0%
Value ($000) $29 Shares 1,155 Est. Cost $25.05 Unrealized
IT Gartner Group Inc Cl A 0.0%
Value ($000) $29 Shares 202 Est. Cost $145.37 Unrealized 0.0%
Liberty All-Star Equity Fund 0.0%
Value ($000) $28 Shares 4,427 Est. Cost $6.40 Unrealized
TXNM PNM Resources Inc 0.0%
Value ($000) $28 Shares 538 Est. Cost $39.18 Unrealized +28.9%
FUL H B Fuller Co 0.0%
Value ($000) $28 Shares 600 Est. Cost $46.76 Unrealized -10.1%
CyrusOne Inc 0.0%
Value ($000) $28 Shares 350 Est. Cost $52.04 Unrealized
Perspecta Inc 0.0%
Value ($000) $28 Shares 1,056 Est. Cost $20.71 Unrealized
RPM RPM Inc. - Ohio 0.0%
Value ($000) $28 Shares 400 Est. Cost $66.24 Unrealized 0.0%
TREE LendingTree Inc 0.0%
Value ($000) $27 Shares 88 Est. Cost $328.15 Unrealized
AXON Axon Enterprise Inc 0.0%
Value ($000) $27 Shares 480 Est. Cost $63.10 Unrealized 0.0%
XBKNX Blackrock Quality Municipal Tr 0.0%
Value ($000) $27 Shares 1,700 Est. Cost $13.79 Unrealized
MELI Mercadolibre Inc 0.0%
Value ($000) $26 Shares 48 Est. Cost $606.37 Unrealized 0.0%
Systemax Inc 0.0%
Value ($000) $26 Shares 1,200 Est. Cost $22.01 Unrealized
TXRH Texas Roadhouse Inc 0.0%
Value ($000) $26 Shares 500 Est. Cost $50.51 Unrealized -5.2%
EMB iShares JPMorgan USD Emerg Mar 0.0%
Value ($000) $26 Shares 230 Est. Cost $111.98 Unrealized
RSP Invesco S&P 500 Equal Weight E 0.0%
Value ($000) $26 Shares 240 Est. Cost $101.89 Unrealized
ETFMG Alternative Harvest ETF 0.0%
Value ($000) $26 Shares 1,245 Est. Cost $20.76 Unrealized
PEB Pebblebrook Hotel Trust 0.0%
Value ($000) $26 Shares 920 Est. Cost $27.82 Unrealized
PPL PPL Corporation 0.0%
Value ($000) $26 Shares 800 Est. Cost $21.97 Unrealized +4.9%
XLE Energy Select Sector SPDR 0.0%
Value ($000) $25 Shares 430 Est. Cost $67.41 Unrealized
STT State Street Corp 0.0%
Value ($000) $25 Shares 422 Est. Cost $72.88 Unrealized -38.2%
BR Broadridge Financial Solutions 0.0%
Value ($000) $25 Shares 200 Est. Cost $96.56 Unrealized +19.5%
MUNI PIMCO Intermediate Municipal B 0.0%
Value ($000) $25 Shares 450 Est. Cost $52.79 Unrealized
TDC Teradata Corp 0.0%
Value ($000) $25 Shares 800 Est. Cost $38.68 Unrealized -12.8%
CGNX Cognex Corp 0.0%
Value ($000) $25 Shares 500 Est. Cost $42.37 Unrealized 0.0%
CAG Conagra Inc. 0.0%
Value ($000) $25 Shares 800 Est. Cost $27.24 Unrealized -18.6%
XYZ Square Inc 0.0%
Value ($000) $24 Shares 395 Est. Cost $67.93 Unrealized 0.0%
HUM Humana Inc. 0.0%
Value ($000) $24 Shares 95 Est. Cost $265.25 Unrealized -0.1%
CNQ Canadian Natural Resource Ltd 0.0%
Value ($000) $24 Shares 900 Est. Cost $11.03 Unrealized -19.3%
LTC ltc properties reit ord shs 0.0%
Value ($000) $24 Shares 470 Est. Cost $51.22 Unrealized
SYNA Synaptics Inc 0.0%
Value ($000) $24 Shares 600 Est. Cost $33.75 Unrealized 0.0%
KN Knowles Corp 0.0%
Value ($000) $24 Shares 1,175 Est. Cost $14.57 Unrealized +34.6%
SPSB SPDR Portfolio Short Term Corp 0.0%
Value ($000) $23 Shares 752 Est. Cost $30.78 Unrealized
Western Asset Emerg Mkts Debt 0.0%
Value ($000) $23 Shares 1,654 Est. Cost $14.63 Unrealized
BEN Franklin Resources Inc 0.0%
Value ($000) $23 Shares 785 Est. Cost $24.62 Unrealized -9.3%
PRU Prudential Financial Inc 0.0%
Value ($000) $23 Shares 252 Est. Cost $72.41 Unrealized -9.2%
TSCO Tractor Supply Co 0.0%
Value ($000) $23 Shares 250 Est. Cost $12.33 Unrealized +52.0%
VGK Vanguard FTSE Europe ETF 0.0%
Value ($000) $22 Shares 417 Est. Cost $56.22 Unrealized
WELL Welltower Inc 0.0%
Value ($000) $22 Shares 240 Est. Cost $44.07 Unrealized +62.4%
PRLB Proto Labs Inc 0.0%
Value ($000) $22 Shares 213 Est. Cost $101.95 Unrealized 0.0%
Level One Bancorp Inc 0.0%
Value ($000) $22 Shares 894 Est. Cost $27.20 Unrealized
CRBN iShares MSCI ACWI Low Carbon T 0.0%
Value ($000) $21 Shares 175 Est. Cost $120.16 Unrealized
F Ford Motor Co. 0.0%
Value ($000) $21 Shares 2,278 Est. Cost $7.46 Unrealized -6.9%
FXI iShares FTSE China Large-Cap E 0.0%
Value ($000) $21 Shares 519 Est. Cost $42.82 Unrealized
PLXS Plexus Corp 0.0%
Value ($000) $21 Shares 330 Est. Cost $59.30 Unrealized 0.0%
Eaton Vance Tax-Managed Global 0.0%
Value ($000) $21 Shares 2,500 Est. Cost $7.46 Unrealized
AZN Astrazena PLC -Spons ADR 0.0%
Value ($000) $20 Shares 453 Est. Cost $44.57 Unrealized
MGM MGM Resorts International 0.0%
Value ($000) $20 Shares 725 Est. Cost $33.68 Unrealized -16.1%
WHR Whirlpool Corp 0.0%
Value ($000) $20 Shares 126 Est. Cost $162.37 Unrealized -11.6%
CODI Compass Diversified Holdings 0.0%
Value ($000) $20 Shares 1,000 Est. Cost $10.41 Unrealized +29.3%
WSM Williams Sonoma Inc. 0.0%
Value ($000) $20 Shares 289 Est. Cost $22.14 Unrealized +31.2%
MIDD The Middleby Corp 0.0%
Value ($000) $20 Shares 167 Est. Cost $122.66 Unrealized 0.0%
Nuveen AMT-Free QLTY Municipal 0.0%
Value ($000) $19 Shares 1,351 Est. Cost $13.20 Unrealized
FTI TechnipFMC plc 0.0%
Value ($000) $19 Shares 800 Est. Cost $21.36 Unrealized -16.9%
FCX Freeport-McMoRan Inc 0.0%
Value ($000) $19 Shares 2,013 Est. Cost $9.72 Unrealized -2.1%
CVE Cenovus Energy Inc 0.0%
Value ($000) $19 Shares 2,000 Est. Cost $7.61 Unrealized +5.3%
Gabelli Utility Trust 0.0%
Value ($000) $19 Shares 2,523 Est. Cost $6.99 Unrealized
SPOT Spotify Technology SA 0.0%
Value ($000) $19 Shares 164 Est. Cost $141.17 Unrealized 0.0%
WSBC Wesbanco Inc 0.0%
Value ($000) $19 Shares 495 Est. Cost $36.24 Unrealized 0.0%
TELFY Telefonica SA Spons ADR 0.0%
Value ($000) $19 Shares 2,444 Est. Cost $7.60 Unrealized
NSRGF Nestle SA 0.0%
Value ($000) $19 Shares 171 Est. Cost $88.29 Unrealized +3.0%
iShares iBonds Dec 2019 Term C 0.0%
Value ($000) $18 Shares 733 Est. Cost $24.85 Unrealized
IRM Iron Mountain Inc 0.0%
Value ($000) $18 Shares 546 Est. Cost $22.54 Unrealized 0.0%
International Speedway Corpora 0.0%
Value ($000) $18 Shares 400 Est. Cost $45.00 Unrealized
THG Hanover Insurance Group Inc 0.0%
Value ($000) $18 Shares 132 Est. Cost $96.92 Unrealized +14.5%
SIEGY Siemens A G ADR 0.0%
Value ($000) $18 Shares 332 Est. Cost $63.66 Unrealized
Nuveen Dividend Advantage Muni 0.0%
Value ($000) $18 Shares 1,089 Est. Cost $14.21 Unrealized
Duke Realty Corporation 0.0%
Value ($000) $18 Shares 522 Est. Cost $26.48 Unrealized
CNC Centene Corp 0.0%
Value ($000) $17 Shares 402 Est. Cost $48.70 Unrealized 0.0%
XMVTX Blackrock Munivest Fund II 0.0%
Value ($000) $17 Shares 1,167 Est. Cost $14.41 Unrealized
SF Stifel Financial Corp 0.0%
Value ($000) $17 Shares 300 Est. Cost $34.00 Unrealized 0.0%
M Macys Inc 0.0%
Value ($000) $17 Shares 1,081 Est. Cost $25.73 Unrealized -28.0%
FIW First Trust ISE Water 0.0%
Value ($000) $17 Shares 300 Est. Cost $47.75 Unrealized
First Trust MLP & Energy Inc F 0.0%
Value ($000) $17 Shares 1,462 Est. Cost $12.25 Unrealized
COR Amerisourcebergen Corp. 0.0%
Value ($000) $16 Shares 200 Est. Cost $70.03 Unrealized 0.0%
WH Wyndham Hotels & Resorts Inc 0.0%
Value ($000) $16 Shares 317 Est. Cost $60.97 Unrealized -10.4%
IVZ Invesco Limited 0.0%
Value ($000) $16 Shares 963 Est. Cost $13.12 Unrealized 0.0%
2U Inc 0.0%
Value ($000) $16 Shares 1,000 Est. Cost $16.28 Unrealized
IAC/InterActive Corp 0.0%
Value ($000) $16 Shares 85 Est. Cost $189.96 Unrealized
PAYX Paychex Inc. 0.0%
Value ($000) $16 Shares 195 Est. Cost $52.37 Unrealized +32.0%
SONO Sonos Inc 0.0%
Value ($000) $16 Shares 1,200 Est. Cost $12.50 Unrealized 0.0%
ALPS Alerian MLP ETF 0.0%
Value ($000) $16 Shares 1,755 Est. Cost $9.48 Unrealized
XYL Xylem Inc 0.0%
Value ($000) $16 Shares 200 Est. Cost $72.80 Unrealized 0.0%
XIFR NextEra Energy Partners, LP 0.0%
Value ($000) $16 Shares 300 Est. Cost $40.48 Unrealized +24.2%
EBAY eBay Inc. 0.0%
Value ($000) $16 Shares 400 Est. Cost $35.83 Unrealized +0.5%
PEG Public Service Enterprise Grou 0.0%
Value ($000) $16 Shares 250 Est. Cost $48.05 Unrealized 0.0%
LNT Alliant Energy Corporation 0.0%
Value ($000) $15 Shares 286 Est. Cost $30.84 Unrealized +36.4%
BHP BHP Billiton Ltd 0.0%
Value ($000) $15 Shares 310 Est. Cost $44.43 Unrealized
Wyndham Destinations Inc 0.0%
Value ($000) $15 Shares 317 Est. Cost $114.43 Unrealized
FleetCor Technologies Inc 0.0%
Value ($000) $14 Shares 37 Est. Cost $386.78 Unrealized
Consolidated Communications Ho 0.0%
Value ($000) $14 Shares 3,000 Est. Cost $4.76 Unrealized
DON WisdomTree MidCap Dividend 0.0%
Value ($000) $14 Shares 393 Est. Cost $34.12 Unrealized
FLS Flowserve Corp. 0.0%
Value ($000) $14 Shares 300 Est. Cost $36.91 Unrealized +11.2%
Nuveen PA Invt Qty 0.0%
Value ($000) $14 Shares 1,000 Est. Cost $12.57 Unrealized
HUN Huntsman Corp 0.0%
Value ($000) $14 Shares 600 Est. Cost $32.73 Unrealized -36.9%
DTE DTE Energy Company 0.0%
Value ($000) $14 Shares 104 Est. Cost $67.23 Unrealized +32.3%
BlackRock Credit Allocation In 0.0%
Value ($000) $14 Shares 1,019 Est. Cost $12.67 Unrealized
FRCB First Republic Bank 0.0%
Value ($000) $14 Shares 142 Est. Cost $92.66 Unrealized 0.0%
VREX Varex Imaging Corp 0.0%
Value ($000) $14 Shares 480 Est. Cost $38.13 Unrealized -24.1%
Stericycle Inc 0.0%
Value ($000) $13 Shares 260 Est. Cost $50.93 Unrealized
GPDNF Groupe Danone 0.0%
Value ($000) $13 Shares 150 Est. Cost $81.90 Unrealized +6.2%
BSX Boston Scientific Corp. 0.0%
Value ($000) $13 Shares 322 Est. Cost $42.37 Unrealized 0.0%
Discovery Inc - Class C 0.0%
Value ($000) $13 Shares 523 Est. Cost $19.52 Unrealized
UAA Under Armour Inc 0.0%
Value ($000) $13 Shares 710 Est. Cost $22.06 Unrealized 0.0%
CWB SPDR Barclays Conv Securities 0.0%
Value ($000) $13 Shares 240 Est. Cost $52.45 Unrealized
VAC Marriott Vacations Worldwide 0.0%
Value ($000) $12 Shares 119 Est. Cost $98.36 Unrealized 0.0%
Ingersoll-Rand PLC Shs 0.0%
Value ($000) $12 Shares 100 Est. Cost $95.11 Unrealized
HURN Huron Consulting Group Inc 0.0%
Value ($000) $12 Shares 200 Est. Cost $58.42 Unrealized 0.0%
BASFY BASF SE Sponsored ADR 0.0%
Value ($000) $12 Shares 700 Est. Cost $24.62 Unrealized
SAM Boston Beer Co Inc Cl A 0.0%
Value ($000) $12 Shares 33 Est. Cost $183.93 Unrealized +113.7%
MRCC Monroe Capital Corp 0.0%
Value ($000) $12 Shares 1,117 Est. Cost $4.93 Unrealized 0.0%
RIO Rio Tinto PLC Spnsrd ADR 0.0%
Value ($000) $12 Shares 225 Est. Cost $53.34 Unrealized
WTRE WisdomTree Global ex-US Real E 0.0%
Value ($000) $12 Shares 400 Est. Cost $29.27 Unrealized
DGX Quest Diagnostics Incorporated 0.0%
Value ($000) $12 Shares 109 Est. Cost $90.53 Unrealized 0.0%
Advent Convertible and Income 0.0%
Value ($000) $12 Shares 800 Est. Cost $14.81 Unrealized
UNM Unum Group 0.0%
Value ($000) $12 Shares 392 Est. Cost $52.25 Unrealized -43.2%
Streamline Health Solutions In 0.0%
Value ($000) $11 Shares 10,200 Est. Cost $1.48 Unrealized
NEM Newmont Mining Corp Holding Co 0.0%
Value ($000) $11 Shares 289 Est. Cost $31.75 Unrealized +2.0%
RCL Royal Caribbean Cruises Ltd 0.0%
Value ($000) $11 Shares 100 Est. Cost $105.84 Unrealized 0.0%
PSCF Invesco S&P SmallCap Financial 0.0%
Value ($000) $11 Shares 200 Est. Cost $54.37 Unrealized
CWI SPDR MSCI ACWI ex-US ETF 0.0%
Value ($000) $11 Shares 451 Est. Cost $30.23 Unrealized
PRSU Viad Corp 0.0%
Value ($000) $11 Shares 160 Est. Cost $66.87 Unrealized 0.0%
ITM Vaneck Vectors AMT-Free Inter 0.0%
Value ($000) $11 Shares 212 Est. Cost $47.57 Unrealized
Southern National Bancorp of V 0.0%
Value ($000) $11 Shares 692 Est. Cost $15.84 Unrealized
CPB Campbell Soup Co. 0.0%
Value ($000) $11 Shares 225 Est. Cost $35.04 Unrealized 0.0%
NBTB NBT Bancorp Inc 0.0%
Value ($000) $11 Shares 288 Est. Cost $36.65 Unrealized -0.1%
IDCC InterDigital Inc 0.0%
Value ($000) $10 Shares 200 Est. Cost $76.57 Unrealized -26.2%
CKHUY CK Hutchinson Holdings LTD ADR 0.0%
Value ($000) $10 Shares 1,166 Est. Cost $11.99 Unrealized
Nordstrom Inc. 0.0%
Value ($000) $10 Shares 300 Est. Cost $38.58 Unrealized
DELL Dell Technologies Inc 0.0%
Value ($000) $10 Shares 194 Est. Cost $24.17 Unrealized +0.5%
TV Grupo Televisa, S.A. GDS 0.0%
Value ($000) $10 Shares 1,000 Est. Cost $15.96 Unrealized
HSBC HSBC Holdings PLC Sponsored AD 0.0%
Value ($000) $10 Shares 254 Est. Cost $48.72 Unrealized
JKHY Jack Henry & Associates Inc 0.0%
Value ($000) $10 Shares 66 Est. Cost $131.22 Unrealized 0.0%
HST Host Hotels & Resorts Inc 0.0%
Value ($000) $9 Shares 543 Est. Cost $13.53 Unrealized 0.0%
FEZ SPDR Euro Stoxx 50 0.0%
Value ($000) $9 Shares 250 Est. Cost $38.30 Unrealized
BX The Blackstone Group 0.0%
Value ($000) $9 Shares 190 Est. Cost $39.22 Unrealized 0.0%
XPHTX Pioneer High Income Tr 0.0%
Value ($000) $9 Shares 1,000 Est. Cost $9.39 Unrealized
FTS Fortis Inc 0.0%
Value ($000) $9 Shares 213 Est. Cost $32.03 Unrealized 0.0%
Nuveen Dividend Advantage Muni 0.0%
Value ($000) $9 Shares 600 Est. Cost $13.20 Unrealized
ACM Aecom 0.0%
Value ($000) $8 Shares 226 Est. Cost $35.51 Unrealized -2.5%
CHTH CNL Healthcare Properties Inc 0.0%
Value ($000) $8 Shares 1,062 Est. Cost $10.32 Unrealized
ILCB iShares Morningstar Large-Cap 0.0%
Value ($000) $8 Shares 50 Est. Cost $153.32 Unrealized
JLL Jones Lang LaSalle Inc 0.0%
Value ($000) $8 Shares 60 Est. Cost $138.16 Unrealized 0.0%
AA Alcoa Corp 0.0%
Value ($000) $8 Shares 415 Est. Cost $47.30 Unrealized -58.0%
VMC Vulcan Materials Co 0.0%
Value ($000) $8 Shares 55 Est. Cost $133.67 Unrealized 0.0%
HAL Halliburton Co. 0.0%
Value ($000) $8 Shares 433 Est. Cost $25.09 Unrealized -27.2%
ICE Intercontinental Exchange Inc 0.0%
Value ($000) $8 Shares 84 Est. Cost $84.08 Unrealized 0.0%
KWR Quaker Chemical Corp 0.0%
Value ($000) $8 Shares 49 Est. Cost $151.55 Unrealized +13.1%
Zynga Inc Class A 0.0%
Value ($000) $8 Shares 1,319 Est. Cost $4.13 Unrealized
Liberty SiriusXM Group C 0.0%
Value ($000) $8 Shares 182 Est. Cost $41.15 Unrealized
Eaton Vance Tax-Advantaged Glo 0.0%
Value ($000) $8 Shares 300 Est. Cost $25.33 Unrealized
UA Under Armour Inc Cl C 0.0%
Value ($000) $7 Shares 412 Est. Cost $19.71 Unrealized 0.0%
H Hyatt Hotels Corp 0.0%
Value ($000) $7 Shares 100 Est. Cost $74.19 Unrealized 0.0%
CCI Crown Castle International Cor 0.0%
Value ($000) $7 Shares 50 Est. Cost $104.76 Unrealized 0.0%
SSP E.W. Scripps Company 0.0%
Value ($000) $7 Shares 512 Est. Cost $10.35 Unrealized 0.0%
REZI Resideo Technologies 0.0%
Value ($000) $7 Shares 469 Est. Cost $20.44 Unrealized -17.9%
LTRE Learning Tree International In 0.0%
Value ($000) $7 Shares 15,340 Est. Cost $1.12 Unrealized -41.2%
EZM WisdomTree US MidCap Earnings 0.0%
Value ($000) $7 Shares 165 Est. Cost $38.68 Unrealized
XLRE Real Estate Select Sector SPDR 0.0%
Value ($000) $6 Shares 160 Est. Cost $39.34 Unrealized
ITT ITT Inc. 0.0%
Value ($000) $6 Shares 100 Est. Cost $60.32 Unrealized 0.0%
LogMeIn Inc 0.0%
Value ($000) $6 Shares 85 Est. Cost $111.54 Unrealized
VMware, Inc CL A 0.0%
Value ($000) $6 Shares 40 Est. Cost $150.05 Unrealized
Zivo Bioscience Inc 0.0%
Value ($000) $6 Shares 80,000 Est. Cost $0.10 Unrealized
WisdomTree Total Earnings 0.0%
Value ($000) $6 Shares 165 Est. Cost $31.14 Unrealized
PowerShares S&P SmallCap Info 0.0%
Value ($000) $6 Shares 65 Est. Cost $85.80 Unrealized
IYW iShares Dow Jones US Technolog 0.0%
Value ($000) $5 Shares 26 Est. Cost $169.54 Unrealized
Cedar Fair LP 0.0%
Value ($000) $5 Shares 91 Est. Cost $58.43 Unrealized
HYS PIMCO 0-5 Year Hi Yld Corp Bon 0.0%
Value ($000) $5 Shares 53 Est. Cost $99.75 Unrealized
Aphria Inc 0.0%
Value ($000) $5 Shares 1,000 Est. Cost $5.19 Unrealized
ROBT First Trust Nasdaq Artificial 0.0%
Value ($000) $5 Shares 160 Est. Cost $31.61 Unrealized
CVSA Adtalem Global Education Inc 0.0%
Value ($000) $5 Shares 132 Est. Cost $44.90 Unrealized 0.0%
PUBGY Publicis Groupe SA ADR 0.0%
Value ($000) $5 Shares 400 Est. Cost $12.34 Unrealized
Alexion Pharmaceuticals Inc 0.0%
Value ($000) $5 Shares 50 Est. Cost $111.46 Unrealized
OMC Omnicom Group Inc 0.0%
Value ($000) $5 Shares 62 Est. Cost $61.97 Unrealized +1.4%
INRE Inland Real Estate Income Trus 0.0%
Value ($000) $5 Shares 245 Est. Cost $19.63 Unrealized
MFS Charter Income Trust 0.0%
Value ($000) $5 Shares 575 Est. Cost $8.12 Unrealized
EXPD Expeditors Intl Wash Inc 0.0%
Value ($000) $5 Shares 64 Est. Cost $67.86 Unrealized 0.0%
SCHH Schwab US REIT ETF 0.0%
Value ($000) $5 Shares 100 Est. Cost $39.34 Unrealized
VPL Vanguard FTSE Pacific ETF 0.0%
Value ($000) $5 Shares 71 Est. Cost $72.16 Unrealized
Hillenbrand Inc 0.0%
Value ($000) $5 Shares 150 Est. Cost $30.88 Unrealized
Aspen Technology Inc 0.0%
Value ($000) $5 Shares 37 Est. Cost $123.08 Unrealized
ALGN Align Technology Inc 0.0%
Value ($000) $4 Shares 24 Est. Cost $207.89 Unrealized 0.0%
ITB iShares US Home Construction E 0.0%
Value ($000) $4 Shares 100 Est. Cost $43.31 Unrealized
QCLN First TR Clean Energy Green 0.0%
Value ($000) $4 Shares 200 Est. Cost $19.52 Unrealized
IHE iShares Dow Jones US Pharmaceu 0.0%
Value ($000) $4 Shares 30 Est. Cost $147.53 Unrealized
SON Sonoco Products Co 0.0%
Value ($000) $4 Shares 72 Est. Cost $47.51 Unrealized 0.0%
NNVC Nanoviricides Inc 0.0%
Value ($000) $4 Shares 2,036 Est. Cost $4.37 Unrealized 0.0%
Diebold Nixdorf Inc 0.0%
Value ($000) $4 Shares 366 Est. Cost $15.40 Unrealized
GTBIF Green Thumb Industries Inc 0.0%
Value ($000) $4 Shares 500 Est. Cost $9.39 Unrealized 0.0%
TEVA Teva Pharmaceutical-SP ADR 0.0%
Value ($000) $4 Shares 565 Est. Cost $23.49 Unrealized
Welbilt Inc 0.0%
Value ($000) $4 Shares 230 Est. Cost $16.86 Unrealized
Rivernorth Marketplace Lending 0.0%
Value ($000) $4 Shares 202 Est. Cost $20.40 Unrealized
MDRX Allscripts Healthcare Solution 0.0%
Value ($000) $4 Shares 350 Est. Cost $10.26 Unrealized 0.0%
MTG MGIC Investment Corp 0.0%
Value ($000) $4 Shares 300 Est. Cost $12.91 Unrealized 0.0%
PTC PTC Inc 0.0%
Value ($000) $3 Shares 50 Est. Cost $73.07 Unrealized 0.0%
EWH iShares MSCI Hong Kong ETF 0.0%
Value ($000) $3 Shares 150 Est. Cost $25.31 Unrealized
VNM Vaneck Vectors Vietnam ETF 0.0%
Value ($000) $3 Shares 200 Est. Cost $19.56 Unrealized
KMI Kinder Morgan Inc 0.0%
Value ($000) $3 Shares 152 Est. Cost $13.66 Unrealized +3.0%
SVC Service Properties Trust 0.0%
Value ($000) $3 Shares 118 Est. Cost $25.79 Unrealized
RHI Robert Half Intl Inc 0.0%
Value ($000) $3 Shares 53 Est. Cost $56.39 Unrealized 0.0%
GTX Garrett Motion Inc 0.0%
Value ($000) $3 Shares 290 Est. Cost $13.59 Unrealized -9.6%
Covetrus Inc 0.0%
Value ($000) $3 Shares 240 Est. Cost $31.85 Unrealized
BFH Alliance Data Systems Corp 0.0%
Value ($000) $3 Shares 22 Est. Cost $100.40 Unrealized 0.0%
MFS Intermediate Income Tr 0.0%
Value ($000) $3 Shares 725 Est. Cost $3.93 Unrealized
PBI Pitney-Bowes Inc 0.0%
Value ($000) $3 Shares 600 Est. Cost $4.01 Unrealized 0.0%
ICLN iShares Global Clean Energy ET 0.0%
Value ($000) $3 Shares 250 Est. Cost $9.50 Unrealized
BH Biglari Holdings Inc Class B 0.0%
Value ($000) $3 Shares 25 Est. Cost $226.63 Unrealized -56.3%
LMPMY Lee & Man Paper Mfg LTD ADR 0.0%
Value ($000) $3 Shares 500 Est. Cost $10.47 Unrealized
Swiss Helvetia Fd Inc Com 0.0%
Value ($000) $2 Shares 307 Est. Cost $10.56 Unrealized
ARI Apollo Commercial Real Estate 0.0%
Value ($000) $2 Shares 125 Est. Cost $19.63 Unrealized
LIT Global X Lithium ETF 0.0%
Value ($000) $2 Shares 100 Est. Cost $32.52 Unrealized
Aurora Cannabis Inc 0.0%
Value ($000) $2 Shares 550 Est. Cost $7.82 Unrealized
DVN Devon Energy Corp New 0.0%
Value ($000) $2 Shares 100 Est. Cost $18.06 Unrealized 0.0%
ERIC Ericsson L M Tel Co 0.0%
Value ($000) $2 Shares 290 Est. Cost $7.71 Unrealized
A Agilent Technologies Inc 0.0%
Value ($000) $2 Shares 30 Est. Cost $72.29 Unrealized -4.6%
Eaton Vance Tax-Managed Buy-Wr 0.0%
Value ($000) $2 Shares 150 Est. Cost $14.89 Unrealized
ASIX Advansix Inc 0.0%
Value ($000) $2 Shares 85 Est. Cost $34.71 Unrealized -36.0%
Cincinnati Bell Inc. 0.0%
Value ($000) $2 Shares 421 Est. Cost $13.85 Unrealized
WSO Watsco Inc 0.0%
Value ($000) $2 Shares 12 Est. Cost $157.07 Unrealized +3.2%
PCG P G & E Corp. 0.0%
Value ($000) $2 Shares 200 Est. Cost $14.95 Unrealized 0.0%
AKBA Akebia Therapeutics Inc 0.0%
Value ($000) $2 Shares 500 Est. Cost $4.29 Unrealized 0.0%
BHF Brighthouse Financial Inc. 0.0%
Value ($000) $2 Shares 48 Est. Cost $52.62 Unrealized -29.2%
U.S. Silica Holdings Inc 0.0%
Value ($000) $2 Shares 200 Est. Cost $9.56 Unrealized
BIDU Baidu Inc 0.0%
Value ($000) $2 Shares 18 Est. Cost $138.51 Unrealized
Canopy Growth Corporation 0.0%
Value ($000) $2 Shares 80 Est. Cost $40.31 Unrealized
Match Group Inc 0.0%
Value ($000) $2 Shares 25 Est. Cost $71.44 Unrealized
PowerShares S&P Global Water E 0.0%
Value ($000) $2 Shares 42 Est. Cost $33.50 Unrealized
SHOP Shopify Inc 0.0%
Value ($000) $2 Shares 5 Est. Cost $34.24 Unrealized 0.0%
KEYS Keysight Technologies Inc 0.0%
Value ($000) $1 Shares 15 Est. Cost $92.64 Unrealized 0.0%
EWS iShares MSCI Singapore Capped 0.0%
Value ($000) $1 Shares 62 Est. Cost $26.68 Unrealized
JEF Jefferies Financial Group Inc 0.0%
Value ($000) $1 Shares 80 Est. Cost $14.58 Unrealized 0.0%
Eaton Vance Risk-Mgd Divers Eq 0.0%
Value ($000) $1 Shares 150 Est. Cost $8.99 Unrealized
RIG Transocean Ltd 0.0%
Value ($000) $1 Shares 308 Est. Cost $5.30 Unrealized 0.0%
Tilray Inc 0.0%
Value ($000) $1 Shares 55 Est. Cost $46.56 Unrealized
SAIC Science Applications Internati 0.0%
Value ($000) $1 Shares 15 Est. Cost $70.40 Unrealized +20.8%
Gold Reserve Inc 0.0%
Value ($000) $1 Shares 650 Est. Cost $1.85 Unrealized
Vonage Holdings Corp 0.0%
Value ($000) $1 Shares 100 Est. Cost $11.30 Unrealized
BH/A Biglari Holdings Inc Class A 0.0%
Value ($000) $1 Shares 2 Est. Cost $994.08 Unrealized -49.1%
EPR EPR Properties 0.0%
Value ($000) $1 Shares 14 Est. Cost $55.79 Unrealized
BBU Brookfield Business Partners L 0.0%
Value ($000) $1 Shares 36 Est. Cost $36.00 Unrealized
CC The Chemours Co 0.0%
Value ($000) $1 Shares 60 Est. Cost $33.43 Unrealized -62.6%
UNFI United Natural Foods Inc 0.0%
Value ($000) $1 Shares 77 Est. Cost $45.23 Unrealized -78.9%
WIX Wix.Com Ltd 0.0%
Value ($000) $1 Shares 7 Est. Cost $139.07 Unrealized 0.0%
PCWLF PCCW Ltd 0.0%
Value ($000) $1 Shares 176 Est. Cost $0.54 Unrealized 0.0%
EWM iShares MSCI Malaysia (Free) E 0.0%
Value ($000) $1 Shares 25 Est. Cost $36.16 Unrealized
Micro Focus International PLC 0.0%
Value ($000) $1 Shares 44 Est. Cost $14.14 Unrealized
OLLI Ollie's Bargain Outlet Holding 0.0%
Value ($000) $1 Shares 10 Est. Cost $74.99 Unrealized 0.0%
VRTS Virtus Investment Partners Inc 0.0%
Value ($000) $1 Shares 5 Est. Cost $99.31 Unrealized -12.6%
VVX Vectrus Inc 0.0%
Value ($000) $0 Shares 11 Est. Cost $41.15 Unrealized 0.0%
Penney (J C) Co Inc. 0.0%
Value ($000) $0 Shares 400 Est. Cost $3.02 Unrealized
WPX Energy Inc 0.0%
Value ($000) $0 Shares 33 Est. Cost $10.58 Unrealized
GNOLF Genoil Inc 0.0%
Value ($000) $0 Shares 15,000 Est. Cost $0.03 Unrealized 0.0%
FLEX Flextronics International Ltd 0.0%
Value ($000) $0 Shares 25 Est. Cost $7.68 Unrealized 0.0%
Regional Health Properties Inc 0.0%
Value ($000) $0 Shares 161 Est. Cost $0.37 Unrealized
Uniti Group Inc 0.0%
Value ($000) $0 Shares 30 Est. Cost $7.80 Unrealized
VSMD Vasamed Inc 0.0%
Value ($000) $0 Shares 27,513 Est. Cost $0.01 Unrealized +11.2%
ProShares UltraShort Oil & Gas 0.0%
Value ($000) $0 Shares 1 Est. Cost $217.00 Unrealized
American International Group W 0.0%
Value ($000) $0 Shares 2 Est. Cost $16.50 Unrealized
China Rapid Finance Ltd ADR 0.0%
Value ($000) $0 Shares 127 Est. Cost $4.98 Unrealized
Sanofi-Aventis SA Contingent V 0.0%
Value ($000) $0 Shares 100 Est. Cost $0.50 Unrealized
AXAHY AXA-UAP - Sponsored ADR 0.0%
Value ($000) $0 Shares 2 Est. Cost $26.36 Unrealized
Motors Liq Co GUC Trust 0.0%
Value ($000) $0 Shares 5 Est. Cost $9.40 Unrealized
Terra Tech Corp 0.0%
Value ($000) $0 Shares 134 Est. Cost $0.36 Unrealized
Titan Medical Inc 0.0%
Value ($000) $0 Shares 33 Est. Cost $5.61 Unrealized
Western Asset Global High Inc 0.0%
Value ($000) $0 Shares 2 Est. Cost $9.47 Unrealized
Frontier Communications Corpor 0.0%
Value ($000) $0 Shares 20 Est. Cost $0.85 Unrealized
Windstream Holdings Inc 0.0%
Value ($000) $0 Shares 5 Est. Cost $0.20 Unrealized
Wichita Develpoment Corp 0.0%
Value ($000) $0 Shares 333 Est. Cost Unrealized
Wave Systems 0.0%
Value ($000) $0 Shares 93 Est. Cost Unrealized
RINO RINO International Corporation 0.0%
Value ($000) $0 Shares 100 Est. Cost $0.00 Unrealized +1177.3%
Cardia Inc 0.0%
Value ($000) $0 Shares 5,702 Est. Cost Unrealized
Key Energy Services Inc Exp 12 0.0%
Value ($000) $0 Shares 8 Est. Cost Unrealized
Key Energy Services Inc Exp 12 0.0%
Value ($000) $0 Shares 8 Est. Cost Unrealized
Encorium Group Inc 0.0%
Value ($000) $0 Shares 52 Est. Cost Unrealized