BARTLETT & CO. WEALTH MANAGEMENT LLC Diversified Active

CIK: 0002010186 · Show all filings

Period: Q4 2019 (← Previous) (Next →)

Filing Date: Feb 13, 2024

Total Value ($000): $4,099,147 (100.0% shares, 0.0% debt)

Holdings (869)

MSFT Microsoft Corp 4.5%
Value ($000) $182,451 Shares 1,156,946 Est. Cost $98.81 Unrealized +40.9%
AAPL Apple Inc 4.3%
Value ($000) $175,523 Shares 597,728 Est. Cost $43.13 Unrealized +43.8%
MA Mastercard Inc 2.7%
Value ($000) $111,666 Shares 373,976 Est. Cost $163.70 Unrealized +66.5%
BRK/B Berkshire Hathaway Inc - Class 2.6%
Value ($000) $105,427 Shares 465,463 Est. Cost $205.61 Unrealized +5.6%
DIS Disney (Walt) Co 2.4%
Value ($000) $97,808 Shares 672,182 Est. Cost $112.48 Unrealized +20.7%
AMGN Amgen Inc 2.3%
Value ($000) $93,537 Shares 388,005 Est. Cost $148.31 Unrealized +23.2%
BRK/A Berkshire Hathaway Inc. Class 2.3%
Value ($000) $93,387 Shares 275 Est. Cost $309114.90 Unrealized +5.4%
ABT Abbott Labs 2.2%
Value ($000) $90,367 Shares 1,040,371 Est. Cost $58.39 Unrealized +29.0%
JPM JPMorgan Chase & Co 2.2%
Value ($000) $89,590 Shares 642,681 Est. Cost $92.46 Unrealized +17.5%
GOOG Alphabet Inc Class C 2.1%
Value ($000) $86,183 Shares 64,459 Est. Cost $56.11 Unrealized +14.1%
PG Procter & Gamble Co 2.0%
Value ($000) $83,300 Shares 666,932 Est. Cost $72.09 Unrealized +46.0%
United Technologies Corp 2.0%
Value ($000) $80,730 Shares 539,059 Est. Cost $129.44 Unrealized
LOW Lowe's Companies Inc 2.0%
Value ($000) $80,569 Shares 672,755 Est. Cost $87.09 Unrealized +17.5%
PEP Pepsico Inc 1.9%
Value ($000) $77,188 Shares 560,863 Est. Cost $92.84 Unrealized +21.5%
USB US Bancorp 1.9%
Value ($000) $77,036 Shares 1,290,172 Est. Cost $39.84 Unrealized +11.3%
TJX TJX Companies Inc. 1.7%
Value ($000) $68,483 Shares 1,121,570 Est. Cost $40.87 Unrealized +33.6%
ACN Accenture PLC - Class A 1.5%
Value ($000) $62,303 Shares 295,879 Est. Cost $152.72 Unrealized +16.8%
VZ Verizon Communications Inc 1.4%
Value ($000) $57,727 Shares 940,184 Est. Cost $33.54 Unrealized +27.6%
ENB Enbridge Inc 1.3%
Value ($000) $53,777 Shares 1,352,198 Est. Cost $21.85 Unrealized +13.7%
CVX Chevron Corp 1.3%
Value ($000) $53,498 Shares 443,927 Est. Cost $86.24 Unrealized +4.0%
INTC Intel Corp 1.2%
Value ($000) $50,981 Shares 851,812 Est. Cost $40.62 Unrealized +21.3%
ITW Illinois Tool Works 1.2%
Value ($000) $49,257 Shares 272,598 Est. Cost $133.11 Unrealized +9.9%
BAX Baxter International Inc 1.1%
Value ($000) $47,102 Shares 561,821 Est. Cost $59.31 Unrealized +23.7%
VOO Vanguard S&P 500 ETF 1.1%
Value ($000) $46,717 Shares 157,934 Est. Cost $249.00 Unrealized
TMO Thermo Fisher Scientific Inc 1.1%
Value ($000) $45,628 Shares 140,369 Est. Cost $276.95 Unrealized +7.7%
BMY Bristol-Myers Squibb Co. 1.1%
Value ($000) $44,654 Shares 695,646 Est. Cost $44.41 Unrealized +1.7%
JNJ Johnson & Johnson 1.1%
Value ($000) $44,138 Shares 302,585 Est. Cost $108.56 Unrealized +5.1%
IEFA iShares Core MSCI EAFE 1.0%
Value ($000) $42,007 Shares 643,884 Est. Cost $65.21 Unrealized
Linde AG 1.0%
Value ($000) $41,653 Shares 195,646 Est. Cost $158.04 Unrealized
VCIT Vanguard Intermediate Term Cor 1.0%
Value ($000) $39,977 Shares 437,721 Est. Cost $86.54 Unrealized
NSRGY Nestle SA Sponsored ADR 0.9%
Value ($000) $38,566 Shares 356,235 Est. Cost $103.55 Unrealized
DE Deere Co 0.9%
Value ($000) $37,795 Shares 217,190 Est. Cost $142.05 Unrealized +11.2%
ADI Analog Devices Inc 0.9%
Value ($000) $36,861 Shares 310,171 Est. Cost $78.65 Unrealized +28.2%
VCSH Vanguard Short-Term Corp Bond 0.9%
Value ($000) $35,856 Shares 442,508 Est. Cost $78.46 Unrealized
AMT American Tower REIT Inc 0.9%
Value ($000) $35,232 Shares 152,634 Est. Cost $119.20 Unrealized +54.2%
MCD McDonalds Corp 0.9%
Value ($000) $35,213 Shares 178,195 Est. Cost $149.70 Unrealized +14.8%
CMCSA Comcast Corporation Class A 0.9%
Value ($000) $35,154 Shares 781,725 Est. Cost $37.11 Unrealized +2.0%
NKE Nike Inc. 0.8%
Value ($000) $34,233 Shares 337,084 Est. Cost $59.73 Unrealized +45.4%
GOOGL Alphabet Inc Class A 0.8%
Value ($000) $34,098 Shares 25,458 Est. Cost $55.66 Unrealized +15.0%
DUK Duke Energy Corp 0.8%
Value ($000) $32,902 Shares 360,727 Est. Cost $57.60 Unrealized +24.7%
MKC McCormick & Co 0.8%
Value ($000) $32,852 Shares 192,853 Est. Cost $45.28 Unrealized +61.8%
UNP Union Pacific Corp 0.8%
Value ($000) $31,944 Shares 176,689 Est. Cost $138.85 Unrealized +7.6%
XOM Exxon Mobil Corp 0.8%
Value ($000) $31,745 Shares 454,923 Est. Cost $55.17 Unrealized -5.6%
CB Chubb Ltd 0.7%
Value ($000) $30,482 Shares 194,882 Est. Cost $126.42 Unrealized +9.5%
Laboratory Corp Amer Hldgs 0.7%
Value ($000) $29,368 Shares 173,598 Est. Cost $161.49 Unrealized
SBUX Starbucks Corp. 0.7%
Value ($000) $28,493 Shares 324,078 Est. Cost $79.67 Unrealized -6.5%
VMBS Vanguard Mortgage-Backed Secur 0.7%
Value ($000) $28,191 Shares 530,207 Est. Cost $51.74 Unrealized
VFC V F Corp. 0.7%
Value ($000) $28,083 Shares 281,785 Est. Cost $73.11 Unrealized +22.6%
FIS Fidelity National Information 0.7%
Value ($000) $26,955 Shares 193,798 Est. Cost $117.16 Unrealized +1.2%
DEO Diageo P L C Spon ADR 0.6%
Value ($000) $25,100 Shares 149,035 Est. Cost $136.81 Unrealized
FDX Fedex Corp 0.6%
Value ($000) $24,311 Shares 160,056 Est. Cost $203.79 Unrealized -32.5%
ORCL Oracle Corp 0.6%
Value ($000) $23,733 Shares 447,970 Est. Cost $44.41 Unrealized +13.6%
NVS Novartis AG-ADR 0.6%
Value ($000) $23,102 Shares 243,971 Est. Cost $80.90 Unrealized
GD General Dynamics Corporation 0.6%
Value ($000) $22,931 Shares 130,031 Est. Cost $154.36 Unrealized +1.0%
VTI Vanguard Total Stock Market VI 0.5%
Value ($000) $22,150 Shares 135,378 Est. Cost $144.21 Unrealized
VEU Vanguard FTSE All-World Ex-US 0.5%
Value ($000) $22,051 Shares 410,243 Est. Cost $52.49 Unrealized
Kansas City Southern 0.5%
Value ($000) $21,095 Shares 137,376 Est. Cost $110.22 Unrealized
MDY SPDR S&P MidCap 400 ETF Trust 0.5%
Value ($000) $20,581 Shares 54,619 Est. Cost $342.62 Unrealized
SYY Sysco Corp. 0.5%
Value ($000) $20,391 Shares 238,379 Est. Cost $58.08 Unrealized +18.0%
NEE NextEra Energy Inc 0.5%
Value ($000) $19,584 Shares 80,873 Est. Cost $47.44 Unrealized +5.7%
META Facebook Inc Class A 0.5%
Value ($000) $19,485 Shares 94,931 Est. Cost $168.55 Unrealized +14.1%
ADP Automatic Data Processing 0.5%
Value ($000) $18,825 Shares 109,826 Est. Cost $101.11 Unrealized +43.5%
WM Waste Management Inc. 0.5%
Value ($000) $18,808 Shares 165,042 Est. Cost $80.05 Unrealized +27.5%
NSC Norfolk Southern Corp. 0.5%
Value ($000) $18,583 Shares 95,727 Est. Cost $122.67 Unrealized +35.0%
WMT Walmart Inc 0.4%
Value ($000) $18,243 Shares 152,832 Est. Cost $34.23 Unrealized +6.3%
SCHB Schwab US Broad Market ETF 0.4%
Value ($000) $18,051 Shares 234,793 Est. Cost $63.50 Unrealized
UPS United Parcel Service Inc. 0.4%
Value ($000) $17,758 Shares 151,703 Est. Cost $87.32 Unrealized +6.3%
DHR Danaher Corp 0.4%
Value ($000) $16,704 Shares 108,718 Est. Cost $121.20 Unrealized +1.5%
UNH UnitedHealth Group Incorporate 0.4%
Value ($000) $16,233 Shares 55,219 Est. Cost $233.34 Unrealized +1.4%
MET Metlife Inc 0.4%
Value ($000) $15,990 Shares 313,714 Est. Cost $38.44 Unrealized +2.3%
STZ Constellation Brands Inc 0.4%
Value ($000) $15,894 Shares 83,764 Est. Cost $180.85 Unrealized -5.6%
EG Everest Re Group Ltd 0.4%
Value ($000) $15,449 Shares 55,805 Est. Cost $220.83 Unrealized +5.1%
AGG iShares Core Total U.S. Bond M 0.4%
Value ($000) $15,043 Shares 133,870 Est. Cost $108.95 Unrealized
CFR Cullen Frost Bankers 0.4%
Value ($000) $14,841 Shares 151,775 Est. Cost $81.62 Unrealized -5.5%
MRK Merck & Co. Inc. 0.4%
Value ($000) $14,758 Shares 161,187 Est. Cost $52.64 Unrealized +28.3%
AXP American Express Company 0.3%
Value ($000) $13,412 Shares 107,734 Est. Cost $100.08 Unrealized +10.0%
BDX Becton Dickinson & Co 0.3%
Value ($000) $13,308 Shares 48,933 Est. Cost $223.31 Unrealized +1.4%
CSCO Cisco Systems Inc 0.3%
Value ($000) $13,292 Shares 277,151 Est. Cost $41.01 Unrealized -6.0%
EMR Emerson Electric Co. 0.3%
Value ($000) $13,203 Shares 173,133 Est. Cost $57.91 Unrealized +8.5%
GILD Gilead Sciences Inc. 0.3%
Value ($000) $13,005 Shares 200,138 Est. Cost $57.94 Unrealized -11.5%
VBR Vanguard Small Cap Value VIPER 0.3%
Value ($000) $12,792 Shares 93,326 Est. Cost $128.86 Unrealized
ETN Eaton Corp PLC 0.3%
Value ($000) $12,787 Shares 134,999 Est. Cost $72.06 Unrealized +10.6%
LMT Lockheed Martin Corp. 0.3%
Value ($000) $12,309 Shares 31,613 Est. Cost $306.72 Unrealized +5.9%
MTB M&T Bank Corporation 0.3%
Value ($000) $12,030 Shares 70,868 Est. Cost $138.84 Unrealized -4.3%
MMM 3M Company 0.3%
Value ($000) $11,919 Shares 67,563 Est. Cost $119.01 Unrealized -6.1%
LHX L3Harris Technologies 0.3%
Value ($000) $11,913 Shares 60,208 Est. Cost $180.55 Unrealized -1.6%
MDLZ Mondelez Intl Inc CL A 0.3%
Value ($000) $11,716 Shares 211,626 Est. Cost $45.66 Unrealized +0.5%
ABBV Abbvie Inc 0.3%
Value ($000) $11,365 Shares 128,364 Est. Cost $74.75 Unrealized -13.5%
WEC WEC Energy Group Inc. 0.2%
Value ($000) $10,159 Shares 110,149 Est. Cost $48.39 Unrealized +54.7%
KO Coca Cola 0.2%
Value ($000) $9,961 Shares 179,956 Est. Cost $40.06 Unrealized +11.1%
CL Colgate-Palmolive Co. 0.2%
Value ($000) $9,513 Shares 138,187 Est. Cost $61.37 Unrealized -3.7%
VBK Vanguard Small Cap Growth VIPE 0.2%
Value ($000) $9,458 Shares 47,597 Est. Cost $181.78 Unrealized
TRV Travelers Cos Inc 0.2%
Value ($000) $9,439 Shares 68,924 Est. Cost $129.41 Unrealized -7.8%
IBM International Business Machine 0.2%
Value ($000) $9,277 Shares 69,214 Est. Cost $106.97 Unrealized -6.6%
ROK Rockwell Automation Corporatio 0.2%
Value ($000) $9,040 Shares 44,604 Est. Cost $141.39 Unrealized +17.7%
VWO Vanguard FTSE Emerging Markets 0.2%
Value ($000) $9,035 Shares 203,167 Est. Cost $46.85 Unrealized
SCZ iShares MSCI EAFE Small-Cap 0.2%
Value ($000) $8,863 Shares 142,311 Est. Cost $57.06 Unrealized
IEMG iShares Core MSCI Emerging Mar 0.2%
Value ($000) $8,785 Shares 163,404 Est. Cost $56.56 Unrealized
T AT&T Inc 0.2%
Value ($000) $8,673 Shares 221,927 Est. Cost $16.06 Unrealized +17.5%
PFE Pfizer Inc. 0.2%
Value ($000) $8,158 Shares 208,220 Est. Cost $25.11 Unrealized +6.4%
SPY SPDR S&P 500 ETF Trust 0.2%
Value ($000) $8,008 Shares 24,761 Est. Cost $284.13 Unrealized
VB Vanguard Small-Cap VIPERs 0.2%
Value ($000) $7,825 Shares 47,244 Est. Cost $152.68 Unrealized
EFA iShares MSCI EAFE ETF 0.2%
Value ($000) $7,721 Shares 111,189 Est. Cost $64.38 Unrealized
NTRS Northern Trust Corp. 0.2%
Value ($000) $7,680 Shares 71,813 Est. Cost $75.31 Unrealized +12.3%
IWP iShares Russell Midcap Growth 0.2%
Value ($000) $7,576 Shares 49,652 Est. Cost $124.68 Unrealized
KMB Kimberly Clark 0.2%
Value ($000) $7,502 Shares 54,129 Est. Cost $93.22 Unrealized +16.7%
BUD Anheuser-Busch InBev SA/NV ADR 0.2%
Value ($000) $7,391 Shares 90,095 Est. Cost $107.63 Unrealized
VXF Vanguard Extended Market VIPER 0.2%
Value ($000) $7,181 Shares 56,997 Est. Cost $111.83 Unrealized
HD Home Depot Inc. 0.2%
Value ($000) $6,799 Shares 31,133 Est. Cost $164.20 Unrealized +18.8%
SJM J.M. Smucker Company 0.2%
Value ($000) $6,366 Shares 61,136 Est. Cost $95.99 Unrealized -9.8%
TROW T Rowe Price Group Inc. 0.1%
Value ($000) $6,149 Shares 50,464 Est. Cost $80.79 Unrealized +13.3%
WFC Wells Fargo & Co 0.1%
Value ($000) $6,092 Shares 113,237 Est. Cost $46.27 Unrealized -3.4%
FMX Fomento Economico Mexicano SAB 0.1%
Value ($000) $5,605 Shares 59,301 Est. Cost $91.58 Unrealized
JPST JPMorgan Ultra-Short Income ET 0.1%
Value ($000) $5,577 Shares 110,350 Est. Cost $50.53 Unrealized
SCHW Schwab Charles Corp. 0.1%
Value ($000) $5,568 Shares 117,076 Est. Cost $38.20 Unrealized +6.0%
CINF Cincinnati Financial Corp 0.1%
Value ($000) $5,398 Shares 51,064 Est. Cost $60.86 Unrealized +52.9%
IWS iShares Russell MidCap Value E 0.1%
Value ($000) $5,277 Shares 55,686 Est. Cost $86.13 Unrealized
PFF iShares S&P US Preferred Stock 0.1%
Value ($000) $5,157 Shares 137,187 Est. Cost $37.31 Unrealized
Western Asset Infl Linked Opps 0.1%
Value ($000) $5,042 Shares 436,945 Est. Cost $11.24 Unrealized
IWN iShares Russell 2000 Value ETF 0.1%
Value ($000) $4,966 Shares 38,619 Est. Cost $123.62 Unrealized
SCHZ Schwab U.S. Aggregate Bond ETF 0.1%
Value ($000) $4,883 Shares 91,395 Est. Cost $51.17 Unrealized
VO Vanguard Mid-Cap ETF 0.1%
Value ($000) $4,845 Shares 27,193 Est. Cost $167.54 Unrealized
IVE iShares S&P 500 Value ETF 0.1%
Value ($000) $4,808 Shares 36,960 Est. Cost $112.57 Unrealized
TGT Target Corp 0.1%
Value ($000) $4,762 Shares 37,142 Est. Cost $59.08 Unrealized +69.0%
IGSB iShares Short-Term Corporate B 0.1%
Value ($000) $4,748 Shares 88,529 Est. Cost $64.36 Unrealized
IWR iShares Russell Midcap ETF 0.1%
Value ($000) $4,683 Shares 78,551 Est. Cost $65.05 Unrealized
BA Boeing Co. 0.1%
Value ($000) $4,660 Shares 14,305 Est. Cost $333.04 Unrealized +5.4%
MUB iShares S&P National AMT-Free 0.1%
Value ($000) $4,469 Shares 39,230 Est. Cost $110.73 Unrealized
SCHF Schwab International Equity ET 0.1%
Value ($000) $4,459 Shares 132,600 Est. Cost $30.97 Unrealized
MDT Medtronic plc 0.1%
Value ($000) $4,183 Shares 36,694 Est. Cost $86.38 Unrealized +7.2%
SCHX Schwab U.S. Large-Cap ETF 0.1%
Value ($000) $4,159 Shares 54,146 Est. Cost $63.63 Unrealized
IVV iShares Core S&P 500 ETF 0.1%
Value ($000) $4,047 Shares 12,521 Est. Cost $273.72 Unrealized
Nuveen Ohio Quality Income 0.1%
Value ($000) $3,682 Shares 238,733 Est. Cost $14.89 Unrealized
IWM iShares Russell 2000 ETF 0.1%
Value ($000) $3,644 Shares 21,993 Est. Cost $151.10 Unrealized
NVO Novo-Nordisk A/S ADR 0.1%
Value ($000) $3,482 Shares 60,167 Est. Cost $50.07 Unrealized
PM Philip Morris International 0.1%
Value ($000) $3,461 Shares 40,124 Est. Cost $65.26 Unrealized -8.0%
XLK US Technology Select SPDR 0.1%
Value ($000) $3,384 Shares 36,911 Est. Cost $65.77 Unrealized
XLY Consumer Discretionary Select 0.1%
Value ($000) $3,370 Shares 26,869 Est. Cost $101.23 Unrealized
VTEB Vanguard Tax-Exempt Bond ETF 0.1%
Value ($000) $3,279 Shares 61,238 Est. Cost $51.12 Unrealized
IWO iShares Russell 2000 Growth In 0.1%
Value ($000) $3,178 Shares 14,837 Est. Cost $194.37 Unrealized
STWD Starwood Property Trust Inc 0.1%
Value ($000) $3,154 Shares 124,475 Est. Cost $24.70 Unrealized
VFH Vanguard Financials ETF 0.1%
Value ($000) $3,151 Shares 41,302 Est. Cost $69.47 Unrealized
CVS CVS Health Corp 0.1%
Value ($000) $2,948 Shares 39,685 Est. Cost $55.85 Unrealized +3.4%
CTAS Cintas Corp. 0.1%
Value ($000) $2,934 Shares 10,904 Est. Cost $49.34 Unrealized +25.5%
PSA Public Storage 0.1%
Value ($000) $2,931 Shares 13,764 Est. Cost $191.84 Unrealized -10.9%
VYMI Vanguard Intl High Dividend Yi 0.1%
Value ($000) $2,911 Shares 45,643 Est. Cost $65.23 Unrealized
FNDX Schwab Fundamental US Large Co 0.1%
Value ($000) $2,910 Shares 68,175 Est. Cost $40.85 Unrealized
Raytheon Company 0.1%
Value ($000) $2,856 Shares 12,998 Est. Cost $212.11 Unrealized
VYM Vanguard High Dividend Yield E 0.1%
Value ($000) $2,831 Shares 30,214 Est. Cost $83.17 Unrealized
AMZN Amazon.com Inc. 0.1%
Value ($000) $2,812 Shares 1,522 Est. Cost $86.07 Unrealized +2.8%
Cohen & Steers REIT PFD 0.1%
Value ($000) $2,802 Shares 117,775 Est. Cost $18.70 Unrealized
VIG Vanguard Dividend Appreciation 0.1%
Value ($000) $2,779 Shares 22,289 Est. Cost $109.97 Unrealized
COST Costco Wholesale Corp 0.1%
Value ($000) $2,751 Shares 9,359 Est. Cost $221.23 Unrealized +22.7%
V Visa Inc 0.1%
Value ($000) $2,696 Shares 14,347 Est. Cost $155.51 Unrealized +11.0%
PNC PNC Financial Services Group 0.1%
Value ($000) $2,634 Shares 16,499 Est. Cost $117.63 Unrealized +2.2%
LLY Lilly (Eli) & Co. 0.1%
Value ($000) $2,630 Shares 20,014 Est. Cost $88.77 Unrealized +21.2%
HON Honeywell International Inc. 0.1%
Value ($000) $2,517 Shares 14,219 Est. Cost $124.09 Unrealized +16.0%
APD Air Products and Chemicals Inc 0.1%
Value ($000) $2,446 Shares 10,356 Est. Cost $189.88 Unrealized +2.2%
FLOT iShares Floating Rate Bond 0.1%
Value ($000) $2,407 Shares 47,274 Est. Cost $50.97 Unrealized
QCOM Qualcomm Inc 0.1%
Value ($000) $2,400 Shares 27,207 Est. Cost $52.12 Unrealized +39.8%
IVOO Vanguard S&P Mid-Cap 400 Index 0.1%
Value ($000) $2,391 Shares 17,210 Est. Cost $127.33 Unrealized
SCHA Schwab US Small-Cap ETF 0.1%
Value ($000) $2,383 Shares 31,510 Est. Cost $68.09 Unrealized
COP ConocoPhillips 0.1%
Value ($000) $2,367 Shares 36,401 Est. Cost $44.85 Unrealized +5.1%
MBB iShares Barclays MBS ETF 0.1%
Value ($000) $2,333 Shares 21,589 Est. Cost $105.94 Unrealized
XLV Health Care Select Sector SPDR 0.1%
Value ($000) $2,328 Shares 22,710 Est. Cost $85.68 Unrealized
Walgreens Boots Alliance Inc 0.1%
Value ($000) $2,289 Shares 38,816 Est. Cost $61.82 Unrealized
VDC Vanguard Consumer Staples ETF 0.1%
Value ($000) $2,219 Shares 13,764 Est. Cost $134.99 Unrealized
SCHV Schwab US Large-Cap Value ETF 0.1%
Value ($000) $2,214 Shares 36,824 Est. Cost $52.91 Unrealized
FITB Fifth Third Bancorp 0.1%
Value ($000) $2,200 Shares 71,026 Est. Cost $23.73 Unrealized -3.4%
DNP Select Income Fund 0.1%
Value ($000) $2,160 Shares 168,325 Est. Cost $10.35 Unrealized
CSX C S X Corp. 0.1%
Value ($000) $2,112 Shares 29,189 Est. Cost $16.81 Unrealized +29.6%
ISRG Intuitive Surgical Inc New 0.1%
Value ($000) $2,104 Shares 3,559 Est. Cost $167.90 Unrealized +11.5%
BK Bank of New York Mellon Corp 0.0%
Value ($000) $2,032 Shares 40,376 Est. Cost $43.66 Unrealized -8.5%
VIS Vanguard Industrials ETF 0.0%
Value ($000) $1,888 Shares 12,267 Est. Cost $139.44 Unrealized
SMB Vaneck Vectors AMT-Free Short 0.0%
Value ($000) $1,831 Shares 102,759 Est. Cost $17.35 Unrealized
VEA Vanguard FTSE Developed Market 0.0%
Value ($000) $1,774 Shares 40,270 Est. Cost $43.36 Unrealized
IJR iShares Core S&P Small-Cap ETF 0.0%
Value ($000) $1,736 Shares 20,706 Est. Cost $77.72 Unrealized
BlackRock Core Bond Common 0.0%
Value ($000) $1,723 Shares 117,658 Est. Cost $13.13 Unrealized
BF/B Brown Forman Corp Class B 0.0%
Value ($000) $1,696 Shares 25,030 Est. Cost $46.98 Unrealized +24.0%
MINT PIMCO Enhanced Short Maturity 0.0%
Value ($000) $1,684 Shares 16,550 Est. Cost $101.58 Unrealized
PSX Phillips 66 0.0%
Value ($000) $1,683 Shares 15,106 Est. Cost $76.10 Unrealized +14.8%
D Dominion Energy Inc. 0.0%
Value ($000) $1,621 Shares 19,574 Est. Cost $57.63 Unrealized +8.3%
SCHM Schwab US Mid-Cap ETF 0.0%
Value ($000) $1,607 Shares 26,709 Est. Cost $50.27 Unrealized
MO Altria Group Inc. 0.0%
Value ($000) $1,607 Shares 31,656 Est. Cost $34.13 Unrealized -15.6%
BND Vanguard Total Bond Market ETF 0.0%
Value ($000) $1,596 Shares 19,035 Est. Cost $79.93 Unrealized
BlackRock Inc 0.0%
Value ($000) $1,565 Shares 3,114 Est. Cost $535.32 Unrealized
SYK Stryker Corp. 0.0%
Value ($000) $1,565 Shares 7,435 Est. Cost $159.38 Unrealized +21.8%
SCHG Schwab US Large-Cap Growth ETF 0.0%
Value ($000) $1,462 Shares 15,741 Est. Cost $71.85 Unrealized
IGIB iShares Intermediate-Term Corp 0.0%
Value ($000) $1,450 Shares 25,001 Est. Cost $80.07 Unrealized
Texas Pacific Land Trust 0.0%
Value ($000) $1,406 Shares 1,800 Est. Cost $649.57 Unrealized
SLB Schlumberger Ltd 0.0%
Value ($000) $1,383 Shares 33,823 Est. Cost $41.96 Unrealized -26.8%
EEM iShares MSCI Emerging Mkts ETF 0.0%
Value ($000) $1,291 Shares 28,781 Est. Cost $46.99 Unrealized
DCI Donaldson Inc. 0.0%
Value ($000) $1,274 Shares 22,117 Est. Cost $42.27 Unrealized +16.6%
VT Vanguard Total World Stock Ind 0.0%
Value ($000) $1,250 Shares 15,439 Est. Cost $74.33 Unrealized
IBB iShares Nasdaq Biotechnology E 0.0%
Value ($000) $1,240 Shares 10,289 Est. Cost $107.46 Unrealized
IJH iShares Core S&P MidCap ETF 0.0%
Value ($000) $1,233 Shares 5,991 Est. Cost $195.77 Unrealized
VUG Vanguard Growth VIPERs 0.0%
Value ($000) $1,178 Shares 6,465 Est. Cost $140.45 Unrealized
Cerner Corp 0.0%
Value ($000) $1,155 Shares 15,700 Est. Cost $58.00 Unrealized
KR Kroger Co. 0.0%
Value ($000) $1,137 Shares 39,220 Est. Cost $22.97 Unrealized +1.3%
IWB iShares Russell 1000 ETF 0.0%
Value ($000) $1,136 Shares 6,365 Est. Cost $158.29 Unrealized
Varian Medical Systems Inc 0.0%
Value ($000) $1,121 Shares 7,895 Est. Cost $123.47 Unrealized
HSY Hershey Company 0.0%
Value ($000) $1,114 Shares 7,582 Est. Cost $85.63 Unrealized +50.0%
Legg Mason 0.0%
Value ($000) $1,101 Shares 30,668 Est. Cost $37.48 Unrealized
SCHE Schwab Emerging Markets Equity 0.0%
Value ($000) $1,070 Shares 39,081 Est. Cost $28.08 Unrealized
BOND PIMCO Active Bond ETF 0.0%
Value ($000) $1,060 Shares 9,803 Est. Cost $104.23 Unrealized
VIOO Vanguard S&P Small-Cap 600 0.0%
Value ($000) $1,054 Shares 6,925 Est. Cost $151.68 Unrealized
ALL Allstate Corp. 0.0%
Value ($000) $1,052 Shares 9,317 Est. Cost $88.76 Unrealized +6.1%
EAGG iShares ESG U.S. Aggregate Bon 0.0%
Value ($000) $1,051 Shares 19,610 Est. Cost $53.91 Unrealized
MLM Martin Marietta Materials 0.0%
Value ($000) $1,050 Shares 3,755 Est. Cost $205.17 Unrealized +24.6%
Neuberger Berman Intermediate 0.0%
Value ($000) $1,044 Shares 67,461 Est. Cost $14.77 Unrealized
MFC Manulife Finl Corp 0.0%
Value ($000) $982 Shares 48,405 Est. Cost $19.96 Unrealized -4.3%
EEMV iShares MSCI Emerging Markets 0.0%
Value ($000) $963 Shares 16,412 Est. Cost $62.34 Unrealized
MLN VanEck Vectors AMT-Free Long M 0.0%
Value ($000) $954 Shares 45,246 Est. Cost $21.15 Unrealized
RGA Reinsurance Group of America I 0.0%
Value ($000) $942 Shares 5,775 Est. Cost $155.02 Unrealized +4.4%
Royal Dutch Shell PLC Spons AD 0.0%
Value ($000) $935 Shares 15,857 Est. Cost $61.53 Unrealized
GWW Grainger WW Inc. 0.0%
Value ($000) $920 Shares 2,719 Est. Cost $254.60 Unrealized +15.6%
XLF Financial Select Sector SPDR 0.0%
Value ($000) $907 Shares 29,475 Est. Cost $24.16 Unrealized
BXP Boston Properties Inc. 0.0%
Value ($000) $872 Shares 6,282 Est. Cost $85.13 Unrealized +16.6%
SCHD Schwab U.S. Dividend Equity ET 0.0%
Value ($000) $828 Shares 14,296 Est. Cost $50.77 Unrealized
VLO Valero Energy Corp New 0.0%
Value ($000) $823 Shares 8,785 Est. Cost $62.57 Unrealized +17.7%
DVY iShares DJ Select Dividend ETF 0.0%
Value ($000) $816 Shares 7,725 Est. Cost $101.41 Unrealized
WU Western Union Co 0.0%
Value ($000) $808 Shares 30,175 Est. Cost $22.92 Unrealized
BAC Bank of America Corporation 0.0%
Value ($000) $800 Shares 22,715 Est. Cost $24.86 Unrealized +11.8%
AWK American Water Works Co Inc 0.0%
Value ($000) $799 Shares 6,500 Est. Cost $101.93 Unrealized +6.0%
MRSH Marsh & McLennan Cos Inc 0.0%
Value ($000) $769 Shares 6,898 Est. Cost $76.81 Unrealized +23.8%
Aon Corp 0.0%
Value ($000) $765 Shares 3,675 Est. Cost $193.51 Unrealized
OHI Omega Healthcare Investors Inc 0.0%
Value ($000) $747 Shares 17,646 Est. Cost $41.79 Unrealized
PCAR Paccar Inc. 0.0%
Value ($000) $733 Shares 9,000 Est. Cost $34.62 Unrealized +17.3%
IYE iShares US Energy 0.0%
Value ($000) $696 Shares 21,675 Est. Cost $31.30 Unrealized
SWKS Skyworks Solutions Inc 0.0%
Value ($000) $692 Shares 5,725 Est. Cost $68.44 Unrealized +23.9%
EW Edwards Lifesciences Corp 0.0%
Value ($000) $678 Shares 2,906 Est. Cost $50.53 Unrealized +54.5%
IEX Idex Corporation 0.0%
Value ($000) $671 Shares 3,900 Est. Cost $153.63 Unrealized -2.2%
BP BP P.L.C Sponsored ADR 0.0%
Value ($000) $658 Shares 17,427 Est. Cost $38.10 Unrealized
FMC FMC Corp 0.0%
Value ($000) $654 Shares 6,525 Est. Cost $60.69 Unrealized +28.0%
Xilinx Inc. 0.0%
Value ($000) $654 Shares 6,686 Est. Cost $73.83 Unrealized
IWF iShares Russell 1000 Growth ET 0.0%
Value ($000) $650 Shares 3,695 Est. Cost $149.31 Unrealized
TFC Truist Finl Corp 0.0%
Value ($000) $645 Shares 11,444 Est. Cost $40.89 Unrealized 0.0%
SPLV Invesco S&P 500 Low Volatility 0.0%
Value ($000) $641 Shares 10,981 Est. Cost $46.65 Unrealized
O Realty Income Corp 0.0%
Value ($000) $636 Shares 8,606 Est. Cost $50.29 Unrealized +9.3%
TIP iShares Barclays TIPS Bond ETF 0.0%
Value ($000) $634 Shares 5,441 Est. Cost $113.04 Unrealized
Royal Dutch Shell PLC ADR B 0.0%
Value ($000) $617 Shares 10,296 Est. Cost $61.81 Unrealized
ADBE Adobe Systems Inc. 0.0%
Value ($000) $615 Shares 1,866 Est. Cost $268.15 Unrealized +9.7%
VGT Vanguard Information Technolog 0.0%
Value ($000) $613 Shares 2,505 Est. Cost $188.75 Unrealized
Kellogg Co 0.0%
Value ($000) $611 Shares 8,836 Est. Cost $45.84 Unrealized +5.9%
MAR Marriott International Cl A 0.0%
Value ($000) $609 Shares 4,020 Est. Cost $128.94 Unrealized -0.4%
MCO Moodys Corp 0.0%
Value ($000) $605 Shares 2,550 Est. Cost $198.70 Unrealized +6.3%
ZBH Zimmer Biomet Holdings Inc 0.0%
Value ($000) $604 Shares 4,027 Est. Cost $111.02 Unrealized +18.2%
GPC Genuine Parts Co. 0.0%
Value ($000) $596 Shares 5,573 Est. Cost $76.83 Unrealized +12.2%
MPC Marathon Petroleum Corp 0.0%
Value ($000) $589 Shares 9,773 Est. Cost $43.84 Unrealized +17.8%
DOW Dow Chemical Co 0.0%
Value ($000) $585 Shares 10,682 Est. Cost $34.08 Unrealized +7.7%
SPG Simon Property Group Inc 0.0%
Value ($000) $584 Shares 3,919 Est. Cost $107.46 Unrealized -0.9%
MCHP Microchip Technology Inc 0.0%
Value ($000) $576 Shares 5,499 Est. Cost $40.19 Unrealized +6.9%
VPU Vanguard Utilities ETF 0.0%
Value ($000) $571 Shares 3,993 Est. Cost $112.67 Unrealized
General Electric 0.0%
Value ($000) $561 Shares 50,233 Est. Cost $11.50 Unrealized
SO Southern Company 0.0%
Value ($000) $549 Shares 8,618 Est. Cost $38.81 Unrealized +26.0%
HPQ HP Inc. 0.0%
Value ($000) $543 Shares 26,178 Est. Cost $17.26 Unrealized -11.3%
Total S.A. 0.0%
Value ($000) $540 Shares 9,770 Est. Cost $58.50 Unrealized
DD DuPont De Nemours Inc 0.0%
Value ($000) $538 Shares 8,374 Est. Cost $26.47 Unrealized -7.4%
PPG PPG Industries Inc. 0.0%
Value ($000) $535 Shares 4,008 Est. Cost $100.44 Unrealized +12.0%
VSGX Vanguard ESG International Sto 0.0%
Value ($000) $535 Shares 10,000 Est. Cost $44.50 Unrealized
PYPL PayPal Holdings Inc 0.0%
Value ($000) $526 Shares 4,859 Est. Cost $109.71 Unrealized -5.2%
DOV Dover Corp. 0.0%
Value ($000) $516 Shares 4,477 Est. Cost $77.11 Unrealized +27.6%
XLB Materials Select Sector SPDR 0.0%
Value ($000) $496 Shares 8,080 Est. Cost $57.07 Unrealized
Arconic Inc 0.0%
Value ($000) $487 Shares 15,834 Est. Cost $26.00 Unrealized
HYG iShares iBoxx High Yield Corp 0.0%
Value ($000) $462 Shares 5,255 Est. Cost $81.71 Unrealized
SCHO Schwab Short-Term US Treasury 0.0%
Value ($000) $458 Shares 9,065 Est. Cost $50.51 Unrealized
XRAY Dentsply Sirona Inc. 0.0%
Value ($000) $446 Shares 7,870 Est. Cost $58.82 Unrealized -5.2%
MS Morgan Stanley 0.0%
Value ($000) $441 Shares 8,631 Est. Cost $35.73 Unrealized +9.4%
Magellan Midstream Partners LP 0.0%
Value ($000) $432 Shares 6,864 Est. Cost $59.19 Unrealized
FISV Fiserv Inc. 0.0%
Value ($000) $431 Shares 3,728 Est. Cost $95.45 Unrealized +15.7%
Nuveen Arizona Quality Municip 0.0%
Value ($000) $430 Shares 31,950 Est. Cost $13.49 Unrealized
TXN Texas Instruments Inc. 0.0%
Value ($000) $429 Shares 3,343 Est. Cost $96.91 Unrealized +7.1%
HPE Hewlett Packard Enterprise 0.0%
Value ($000) $414 Shares 25,885 Est. Cost $13.20 Unrealized -0.6%
IVW iShares S&P 500 Growth ETF 0.0%
Value ($000) $412 Shares 2,130 Est. Cost $160.99 Unrealized
C Citigroup Inc. 0.0%
Value ($000) $409 Shares 5,124 Est. Cost $53.82 Unrealized +10.1%
XBI SPDR S&P Biotech ETF 0.0%
Value ($000) $404 Shares 4,245 Est. Cost $87.73 Unrealized
GLW Corning Incorporated 0.0%
Value ($000) $400 Shares 13,728 Est. Cost $25.11 Unrealized -2.7%
VV Vanguard Large-Cap VIPERs 0.0%
Value ($000) $394 Shares 2,668 Est. Cost $121.21 Unrealized
GIS General Mills Inc. 0.0%
Value ($000) $393 Shares 7,338 Est. Cost $40.38 Unrealized +6.0%
Brookfield Asset Management In 0.0%
Value ($000) $390 Shares 6,743 Est. Cost $45.79 Unrealized
NXPI NXP Semiconductor NV 0.0%
Value ($000) $389 Shares 3,050 Est. Cost $103.60 Unrealized +1.1%
CAT Caterpillar Inc. 0.0%
Value ($000) $375 Shares 2,542 Est. Cost $111.97 Unrealized +9.9%
CMG Chipotle Mexican Grill Inc 0.0%
Value ($000) $372 Shares 444 Est. Cost $8.62 Unrealized +86.2%
TFX Teleflex Inc. 0.0%
Value ($000) $371 Shares 985 Est. Cost $258.92 Unrealized +28.2%
EPD Enterprise Prods Partners L P 0.0%
Value ($000) $358 Shares 12,724 Est. Cost $25.59 Unrealized
DSI iShares MSCI KLD 400 Social ET 0.0%
Value ($000) $349 Shares 2,908 Est. Cost $110.91 Unrealized
SRCE 1st Source Corporation 0.0%
Value ($000) $331 Shares 6,377 Est. Cost $50.62 Unrealized
CHD Church and Dwight Inc 0.0%
Value ($000) $324 Shares 4,612 Est. Cost $64.05 Unrealized +3.1%
HRB Block H & R Inc. 0.0%
Value ($000) $313 Shares 13,200 Est. Cost $20.60 Unrealized -8.2%
INTU Intuit Inc. 0.0%
Value ($000) $301 Shares 1,150 Est. Cost $263.94 Unrealized -4.7%
CI Cigna Corp. 0.0%
Value ($000) $290 Shares 1,420 Est. Cost $146.58 Unrealized +14.4%
DLN Wisdomtree Large Cap Div Exch 0.0%
Value ($000) $290 Shares 2,739 Est. Cost $88.49 Unrealized
ELV Anthem Inc 0.0%
Value ($000) $288 Shares 952 Est. Cost $217.34 Unrealized +16.5%
L Loews Corp. 0.0%
Value ($000) $287 Shares 5,466 Est. Cost $48.83 Unrealized +0.7%
CAH Cardinal Health Inc. 0.0%
Value ($000) $285 Shares 5,583 Est. Cost $38.16 Unrealized +14.3%
EOG EOG Res Inc 0.0%
Value ($000) $284 Shares 3,392 Est. Cost $76.56 Unrealized -27.1%
NTAP Netapp Inc 0.0%
Value ($000) $280 Shares 4,500 Est. Cost $44.97 Unrealized +9.7%
IYM iShares Dow Jones US Basic Mat 0.0%
Value ($000) $277 Shares 2,830 Est. Cost $96.08 Unrealized
SWK Stanley Black & Decker Inc 0.0%
Value ($000) $276 Shares 1,666 Est. Cost $128.04 Unrealized +0.4%
Unilever N V 0.0%
Value ($000) $271 Shares 4,725 Est. Cost $60.03 Unrealized
CTVA Corteva Inc 0.0%
Value ($000) $270 Shares 9,119 Est. Cost $25.96 Unrealized -5.6%
IWD iShares Russell 1000 Value ETF 0.0%
Value ($000) $264 Shares 1,933 Est. Cost $125.02 Unrealized
TCF Financial Corporation 0.0%
Value ($000) $261 Shares 5,580 Est. Cost $38.07 Unrealized
SUSA iShares MSCI USA ESG Select 0.0%
Value ($000) $260 Shares 1,940 Est. Cost $113.42 Unrealized
VNQ Vanguard REIT Index ETF 0.0%
Value ($000) $260 Shares 2,799 Est. Cost $85.11 Unrealized
VSS Vanguard FTSE All-Wld ex-US Sm 0.0%
Value ($000) $256 Shares 2,300 Est. Cost $101.95 Unrealized
STE Steris PLC 0.0%
Value ($000) $253 Shares 1,663 Est. Cost $118.46 Unrealized +17.2%
Nuveen California Quality Muni 0.0%
Value ($000) $252 Shares 16,950 Est. Cost $14.96 Unrealized
CEF Central Fund of Canada 0.0%
Value ($000) $249 Shares 17,000 Est. Cost $14.15 Unrealized
ACGL Arch Capital Group LTD 0.0%
Value ($000) $249 Shares 5,800 Est. Cost $37.61 Unrealized +4.9%
LQD iShares iBoxx $ Investment Gra 0.0%
Value ($000) $247 Shares 1,930 Est. Cost $115.86 Unrealized
OSBC Old Second Bancorp Inc 0.0%
Value ($000) $245 Shares 18,200 Est. Cost $11.47 Unrealized +0.8%
CDK Global Inc 0.0%
Value ($000) $244 Shares 4,461 Est. Cost $57.77 Unrealized
EL Estee Lauder Companies 0.0%
Value ($000) $237 Shares 1,149 Est. Cost $175.89 Unrealized +1.9%
GS Goldman Sachs Group Inc. 0.0%
Value ($000) $236 Shares 1,028 Est. Cost $199.25 Unrealized -5.9%
BNDX Vanguard Total International B 0.0%
Value ($000) $235 Shares 4,150 Est. Cost $54.73 Unrealized
SHW Sherwin Williams Corp 0.0%
Value ($000) $233 Shares 400 Est. Cost $160.60 Unrealized +12.5%
CRM Salesforce Com 0.0%
Value ($000) $232 Shares 1,427 Est. Cost $146.08 Unrealized +6.0%
VXUS Vanguard Total International S 0.0%
Value ($000) $232 Shares 4,158 Est. Cost $54.05 Unrealized
LNC Lincoln National Corp 0.0%
Value ($000) $231 Shares 3,917 Est. Cost $54.46 Unrealized -19.8%
SRE Sempra Energy 0.0%
Value ($000) $227 Shares 1,500 Est. Cost $56.85 Unrealized +5.5%
SVB Financial Group 0.0%
Value ($000) $226 Shares 900 Est. Cost $240.01 Unrealized
NFLX Netflix Inc. 0.0%
Value ($000) $225 Shares 695 Est. Cost $29.84 Unrealized -0.6%
AL Air Lease Corp Class A 0.0%
Value ($000) $224 Shares 4,690 Est. Cost $35.98 Unrealized +10.9%
TSLA Tesla Motors Inc Com 0.0%
Value ($000) $216 Shares 517 Est. Cost $18.37 Unrealized +18.1%
FCNCA First Citizens Bancshares Inc 0.0%
Value ($000) $213 Shares 400 Est. Cost $419.26 Unrealized +18.2%
FFIN First Financial Bankshares Inc 0.0%
Value ($000) $211 Shares 6,000 Est. Cost $27.93 Unrealized +9.8%
ECL Ecolab 0.0%
Value ($000) $207 Shares 1,071 Est. Cost $127.89 Unrealized +38.9%
AJG Arthur J. Gallagher & Co 0.0%
Value ($000) $206 Shares 2,167 Est. Cost $82.93 Unrealized +2.6%
ESLT Elbit Systems LTD 0.0%
Value ($000) $205 Shares 1,320 Est. Cost $132.44 Unrealized +15.4%
WAFD Washington Federal Inc. 0.0%
Value ($000) $205 Shares 5,593 Est. Cost $27.70 Unrealized +7.8%
Seaspan Corp 0.0%
Value ($000) $199 Shares 14,000 Est. Cost $10.63 Unrealized
FTV Fortive Corporation 0.0%
Value ($000) $197 Shares 2,582 Est. Cost $44.87 Unrealized -1.9%
SDY SPDR S&P Dividend ETF 0.0%
Value ($000) $197 Shares 1,833 Est. Cost $95.50 Unrealized
JPMorgan Alerian MLP ETN 0.0%
Value ($000) $193 Shares 8,865 Est. Cost $23.27 Unrealized
CTSH Cognizant Technology Solutions 0.0%
Value ($000) $193 Shares 3,110 Est. Cost $64.24 Unrealized -12.3%
Unilever PLC 0.0%
Value ($000) $193 Shares 3,370 Est. Cost $57.49 Unrealized
AEP American Electric Power Inc 0.0%
Value ($000) $191 Shares 2,016 Est. Cost $53.31 Unrealized +39.3%
ALC Alcon Inc 0.0%
Value ($000) $188 Shares 3,331 Est. Cost $57.87 Unrealized -2.4%
CBRE CBRE Group Inc 0.0%
Value ($000) $186 Shares 3,041 Est. Cost $49.75 Unrealized +11.3%
WestRock Co 0.0%
Value ($000) $185 Shares 4,322 Est. Cost $50.73 Unrealized
YUM Yum! Brands Inc. 0.0%
Value ($000) $185 Shares 1,841 Est. Cost $79.31 Unrealized +16.5%
Glaxo Smithkline Sponsored PLC 0.0%
Value ($000) $185 Shares 3,912 Est. Cost $40.70 Unrealized
Putnam Premier Income 0.0%
Value ($000) $183 Shares 33,557 Est. Cost $5.26 Unrealized
America Movil S.A.B DE C.V. 0.0%
Value ($000) $182 Shares 11,400 Est. Cost $17.98 Unrealized
QQQ Invesco QQQ Trust 0.0%
Value ($000) $182 Shares 857 Est. Cost $182.71 Unrealized
WY Weyerhaeuser Co. 0.0%
Value ($000) $182 Shares 6,025 Est. Cost $21.86 Unrealized +5.7%
CACC Credit Acceptance Corp Mich 0.0%
Value ($000) $177 Shares 400 Est. Cost $331.36 Unrealized +33.0%
FAST Fastenal Co. 0.0%
Value ($000) $176 Shares 4,768 Est. Cost $13.23 Unrealized +15.6%
TDS Telephone & Data Systems Inc. 0.0%
Value ($000) $175 Shares 6,875 Est. Cost $27.16 Unrealized -9.8%
HSIC Henry Schein Inc. 0.0%
Value ($000) $171 Shares 2,570 Est. Cost $57.81 Unrealized +14.4%
ADSK Autodesk Inc 0.0%
Value ($000) $170 Shares 926 Est. Cost $156.17 Unrealized +3.8%
APH Amphenol Corp 0.0%
Value ($000) $169 Shares 1,562 Est. Cost $22.25 Unrealized +8.2%
SYF Synchrony Financial 0.0%
Value ($000) $169 Shares 4,700 Est. Cost $30.49 Unrealized +0.8%
XEL Xcel Energy Inc. 0.0%
Value ($000) $165 Shares 2,575 Est. Cost $42.11 Unrealized +22.8%
PIPR Piper Jaffray Cos 0.0%
Value ($000) $164 Shares 2,055 Est. Cost $88.45 Unrealized -12.4%
FBIN Fortune Brands Home & Security 0.0%
Value ($000) $163 Shares 2,500 Est. Cost $48.45 Unrealized -1.0%
Discover Financial Services 0.0%
Value ($000) $156 Shares 1,836 Est. Cost $81.09 Unrealized
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) $153 Shares 1,900 Est. Cost $78.51 Unrealized
OEF iShares S&P 100 Index 0.0%
Value ($000) $153 Shares 1,061 Est. Cost $144.09 Unrealized
VOD Vodafone Group PLC New 0.0%
Value ($000) $153 Shares 7,891 Est. Cost $20.02 Unrealized
CHKP Check Point Software Tech LTD 0.0%
Value ($000) $153 Shares 1,375 Est. Cost $102.37 Unrealized +9.8%
SNA Snap On Inc 0.0%
Value ($000) $152 Shares 900 Est. Cost $129.86 Unrealized +6.9%
YUMC Yum China Holdings Inc 0.0%
Value ($000) $152 Shares 3,171 Est. Cost $41.64 Unrealized +6.7%
HE Hawaiian Elec Inds Inc. 0.0%
Value ($000) $151 Shares 3,225 Est. Cost $33.79 Unrealized +32.6%
GNRC Generac Holdings Inc 0.0%
Value ($000) $151 Shares 1,500 Est. Cost $74.92 Unrealized +24.3%
BABA Alibaba Group Holdings ADR 0.0%
Value ($000) $144 Shares 677 Est. Cost $189.62 Unrealized
REZ iShares Residential Real Estat 0.0%
Value ($000) $143 Shares 1,893 Est. Cost $75.34 Unrealized
CTRA Cabot Oil & Gas Corporation 0.0%
Value ($000) $142 Shares 8,130 Est. Cost $18.56 Unrealized -29.6%
BF/A Brown Forman Corp Class A 0.0%
Value ($000) $141 Shares 2,250 Est. Cost $41.13 Unrealized +33.6%
GPN Global Payments Inc 0.0%
Value ($000) $139 Shares 764 Est. Cost $155.23 Unrealized +5.3%
CHTR Charter Communications, Inc 0.0%
Value ($000) $138 Shares 285 Est. Cost $374.74 Unrealized +22.8%
AFG American Financial Group Inc. 0.0%
Value ($000) $137 Shares 1,251 Est. Cost $57.54 Unrealized +3.8%
STRS Stratus Properties Inc 0.0%
Value ($000) $137 Shares 4,423 Est. Cost $27.57 Unrealized +4.0%
SCHC Schwab International Small-Cap 0.0%
Value ($000) $137 Shares 3,940 Est. Cost $30.08 Unrealized
TTNDY Techtronic Industries Co Ltd A 0.0%
Value ($000) $135 Shares 3,300 Est. Cost $29.57 Unrealized
RGEN Repligen Corp 0.0%
Value ($000) $134 Shares 1,450 Est. Cost $35.17 Unrealized +138.9%
EQR Equity Residential 0.0%
Value ($000) $131 Shares 1,606 Est. Cost $57.16 Unrealized +17.3%
KBA KraneShares Bosera MSCI China 0.0%
Value ($000) $130 Shares 4,000 Est. Cost $29.96 Unrealized
TE Connectivity Ltd 0.0%
Value ($000) $130 Shares 1,360 Est. Cost $99.44 Unrealized
EA Electronic Arts Inc 0.0%
Value ($000) $130 Shares 1,210 Est. Cost $91.34 Unrealized +5.7%
HIG Hartford Financial Services Gr 0.0%
Value ($000) $128 Shares 2,075 Est. Cost $50.80 Unrealized +3.1%
HBAN Huntington Bancshares Inc. 0.0%
Value ($000) $128 Shares 8,373 Est. Cost $11.01 Unrealized -0.4%
HP Helmerich & Payne 0.0%
Value ($000) $127 Shares 2,800 Est. Cost $67.45 Unrealized -40.5%
MCK McKesson Corporation 0.0%
Value ($000) $127 Shares 914 Est. Cost $146.18 Unrealized -7.3%
CLX Clorox Co. 0.0%
Value ($000) $123 Shares 802 Est. Cost $115.71 Unrealized +7.6%
TSM Taiwan Semiconductor Co LTD Sp 0.0%
Value ($000) $120 Shares 2,051 Est. Cost $47.72 Unrealized
OGE OGE Energy Corp. 0.0%
Value ($000) $119 Shares 2,674 Est. Cost $31.58 Unrealized +36.8%
ICF iShares Cohen & Steers REIT ET 0.0%
Value ($000) $117 Shares 1,000 Est. Cost $93.30 Unrealized
Royce Value Tr Inc. 0.0%
Value ($000) $117 Shares 7,913 Est. Cost $15.37 Unrealized
iShares iBonds Dec 2020 Term C 0.0%
Value ($000) $116 Shares 4,588 Est. Cost $25.37 Unrealized
IDXX Idexx Laboratories 0.0%
Value ($000) $115 Shares 442 Est. Cost $278.27 Unrealized -5.3%
SUI Sun Communities Inc. 0.0%
Value ($000) $115 Shares 765 Est. Cost $100.67 Unrealized
GNTX Gentex Corp. 0.0%
Value ($000) $110 Shares 3,800 Est. Cost $23.02 Unrealized +22.3%
DRI Darden Restaurants Inc. 0.0%
Value ($000) $109 Shares 998 Est. Cost $76.11 Unrealized +25.9%
Liberty Global PLC C 0.0%
Value ($000) $107 Shares 4,896 Est. Cost $30.43 Unrealized
PFG Principal Financial Group Inc 0.0%
Value ($000) $106 Shares 1,924 Est. Cost $37.82 Unrealized +14.2%
PHO Invesco Water Resources ETF 0.0%
Value ($000) $104 Shares 2,700 Est. Cost $30.21 Unrealized
AMAT Applied Materials Inc. 0.0%
Value ($000) $104 Shares 1,700 Est. Cost $47.95 Unrealized +10.5%
BMO Bank Montreal Que 0.0%
Value ($000) $103 Shares 1,330 Est. Cost $55.44 Unrealized +4.4%
AER AerCap Holdings N.V. 0.0%
Value ($000) $101 Shares 1,650 Est. Cost $51.06 Unrealized +13.4%
DEM Wisdomtree Emerging Mkt High Y 0.0%
Value ($000) $101 Shares 2,200 Est. Cost $42.20 Unrealized
Bancolombia SA ADR 0.0%
Value ($000) $99 Shares 1,800 Est. Cost $51.58 Unrealized
UOVEY United Overseas Bank LTD 0.0%
Value ($000) $98 Shares 2,500 Est. Cost $40.86 Unrealized
RYN Rayonier Inc. 0.0%
Value ($000) $98 Shares 3,000 Est. Cost $28.20 Unrealized
ZBRA Zebra Technologies Corp 0.0%
Value ($000) $97 Shares 381 Est. Cost $202.05 Unrealized +15.8%
BXMT Blackstone Mortgage Trust Inc 0.0%
Value ($000) $97 Shares 2,570 Est. Cost $32.04 Unrealized
ADUS Addus HomeCare Corp 0.0%
Value ($000) $97 Shares 1,000 Est. Cost $54.63 Unrealized +61.2%
Allianz SE ADR 0.0%
Value ($000) $97 Shares 4,000 Est. Cost $22.94 Unrealized
BAP Credicorp LTD ADR 0.0%
Value ($000) $96 Shares 450 Est. Cost $185.37 Unrealized -3.4%
TMRAY Tomra Systems ASA 0.0%
Value ($000) $96 Shares 3,000 Est. Cost $20.73 Unrealized
AEE Ameren Corp. 0.0%
Value ($000) $94 Shares 1,229 Est. Cost $53.72 Unrealized +18.5%
GIL Gildan Activewear Inc 0.0%
Value ($000) $94 Shares 3,175 Est. Cost $29.30 Unrealized -9.8%
Canadian Pacific Railway Ltd 0.0%
Value ($000) $92 Shares 359 Est. Cost $183.20 Unrealized
WMB Williams Companies Inc. 0.0%
Value ($000) $92 Shares 3,865 Est. Cost $17.92 Unrealized -9.2%
EWJ iShares MSCI Japan ETF 0.0%
Value ($000) $91 Shares 1,537 Est. Cost $58.12 Unrealized
SNY Sanofi ADR 0.0%
Value ($000) $91 Shares 1,813 Est. Cost $46.33 Unrealized
NTR Nutrien Ltd 0.0%
Value ($000) $89 Shares 1,835 Est. Cost $38.37 Unrealized +2.2%
Templeton Dragon Fund Inc. 0.0%
Value ($000) $88 Shares 4,550 Est. Cost $22.24 Unrealized
ED Consolidated Edison Inc. 0.0%
Value ($000) $88 Shares 975 Est. Cost $66.10 Unrealized +8.6%
EBF Ennis Inc. 0.0%
Value ($000) $88 Shares 4,071 Est. Cost $12.33 Unrealized +8.5%
EFG iShares MSCI Growth 0.0%
Value ($000) $87 Shares 1,003 Est. Cost $80.37 Unrealized
OTEX Open Text Corp 0.0%
Value ($000) $86 Shares 1,960 Est. Cost $31.83 Unrealized +12.6%
ICLR Icon PLC 0.0%
Value ($000) $86 Shares 500 Est. Cost $114.70 Unrealized +34.5%
E ENI S.P.A 0.0%
Value ($000) $86 Shares 2,765 Est. Cost $37.66 Unrealized
RSP Invesco S&P 500 Equal Weight E 0.0%
Value ($000) $85 Shares 735 Est. Cost $111.20 Unrealized
FFBC First Finl Bancorp 0.0%
Value ($000) $84 Shares 3,300 Est. Cost $20.59 Unrealized -8.8%
OUNZ VanEck Merk Gold Trust 0.0%
Value ($000) $83 Shares 5,600 Est. Cost $14.42 Unrealized
ABBNY ABB Ltd-Spon ADR 0.0%
Value ($000) $83 Shares 3,445 Est. Cost $23.74 Unrealized
LEA Lear Corp 0.0%
Value ($000) $82 Shares 600 Est. Cost $106.65 Unrealized +2.6%
TD Toronto-Dominion Bank 0.0%
Value ($000) $82 Shares 1,465 Est. Cost $56.85 Unrealized -0.2%
JAZZ Jazz Pharmaceuticals PLC 0.0%
Value ($000) $82 Shares 550 Est. Cost $146.69 Unrealized -7.2%
KDDIY KDDI Corp ADR 0.0%
Value ($000) $82 Shares 5,500 Est. Cost $12.72 Unrealized
DXC DXC Technology Company 0.0%
Value ($000) $82 Shares 2,166 Est. Cost $80.08 Unrealized -60.2%
SAFT Safety Insurance Group Inc 0.0%
Value ($000) $81 Shares 875 Est. Cost $97.68 Unrealized -0.2%
Jacobs Engineering Group Inc 0.0%
Value ($000) $81 Shares 900 Est. Cost $91.50 Unrealized
CHGCY Chugai Pharmaceutical Co., Ltd 0.0%
Value ($000) $81 Shares 435 Est. Cost $154.90 Unrealized
MGA Magna International Inc Class 0.0%
Value ($000) $80 Shares 1,460 Est. Cost $43.76 Unrealized +1.8%
Geely Automobile Holdings Ltd 0.0%
Value ($000) $80 Shares 2,050 Est. Cost $39.03 Unrealized
REGN Regeneron Pharmaceuticals Inc 0.0%
Value ($000) $78 Shares 209 Est. Cost $304.34 Unrealized +9.9%
IFNNY Infineon Technologies AG ADR 0.0%
Value ($000) $78 Shares 3,500 Est. Cost $26.34 Unrealized
ALPMY Astellas Pharma Inc 0.0%
Value ($000) $78 Shares 4,600 Est. Cost $17.07 Unrealized
LULU Lululemon Athletica Inc 0.0%
Value ($000) $78 Shares 335 Est. Cost $186.29 Unrealized +14.4%
ET Energy Transfer LP 0.0%
Value ($000) $78 Shares 6,041 Est. Cost $15.73 Unrealized
JBTM John Bean Technologies Corpora 0.0%
Value ($000) $77 Shares 682 Est. Cost $111.13 Unrealized -5.8%
PNW Pinnacle West Cap Corp 0.0%
Value ($000) $76 Shares 850 Est. Cost $68.68 Unrealized +1.0%
IWV iShares Russell 3000 ETF 0.0%
Value ($000) $76 Shares 404 Est. Cost $160.79 Unrealized
MSI Motorola Solutions Inc 0.0%
Value ($000) $76 Shares 470 Est. Cost $152.66 Unrealized -0.5%
SM SM Energy Company 0.0%
Value ($000) $76 Shares 6,760 Est. Cost $19.42 Unrealized -57.8%
PB Prosperity Bancshares Inc 0.0%
Value ($000) $76 Shares 1,050 Est. Cost $59.04 Unrealized -2.1%
MKTX MarketAxess Holdings Inc 0.0%
Value ($000) $76 Shares 200 Est. Cost $192.09 Unrealized +79.0%
Nuveen Dividend Advantage Muni 0.0%
Value ($000) $75 Shares 4,502 Est. Cost $14.58 Unrealized
Tim Participacoes S.A. 0.0%
Value ($000) $75 Shares 3,920 Est. Cost $15.08 Unrealized
BIIB Biogen Inc 0.0%
Value ($000) $75 Shares 252 Est. Cost $240.85 Unrealized +15.2%
LVMUY LVMH Moet Hennessy Louis Vuitt 0.0%
Value ($000) $75 Shares 800 Est. Cost $79.35 Unrealized
FHN First Horizon National Corp 0.0%
Value ($000) $74 Shares 4,442 Est. Cost $14.70 Unrealized -13.0%
DIA SPDR Dow Jones Industrial Avrg 0.0%
Value ($000) $74 Shares 260 Est. Cost $269.18 Unrealized
CGEMY Capgemini SE ADR 0.0%
Value ($000) $73 Shares 3,000 Est. Cost $24.93 Unrealized
NTDOY Nintendo Company Ltd ADR 0.0%
Value ($000) $73 Shares 1,460 Est. Cost $45.77 Unrealized
Kirkland Lake Gold Ltd 0.0%
Value ($000) $72 Shares 1,640 Est. Cost $44.70 Unrealized
CNI Canadian National Railway 0.0%
Value ($000) $72 Shares 800 Est. Cost $68.97 Unrealized +16.0%
AVA Avista Corp 0.0%
Value ($000) $72 Shares 1,500 Est. Cost $34.88 Unrealized +3.4%
NEOG Neogen Corp 0.0%
Value ($000) $72 Shares 1,100 Est. Cost $42.62 Unrealized -22.9%
SHM SPDR Nuveen Barclays Short-Ter 0.0%
Value ($000) $72 Shares 1,460 Est. Cost $47.82 Unrealized
CMI Cummins Inc 0.0%
Value ($000) $72 Shares 400 Est. Cost $139.76 Unrealized +8.1%
CRH Plc ADR 0.0%
Value ($000) $71 Shares 1,750 Est. Cost $34.45 Unrealized
VEOEY Veolia Environment SA ADR 0.0%
Value ($000) $70 Shares 2,615 Est. Cost $24.31 Unrealized
ACSAY ACS Actividades de Construccci 0.0%
Value ($000) $69 Shares 8,781 Est. Cost $7.81 Unrealized
Aqua America Inc 0.0%
Value ($000) $69 Shares 1,468 Est. Cost $41.62 Unrealized
NOC Northrop Grumman Corp. 0.0%
Value ($000) $69 Shares 200 Est. Cost $318.69 Unrealized -0.3%
SBGSY Schneider Electric ADR 0.0%
Value ($000) $69 Shares 3,360 Est. Cost $17.42 Unrealized
SONY Sony Corp ADR 0.0%
Value ($000) $68 Shares 1,000 Est. Cost $48.34 Unrealized
BKNG Booking Holdings Inc 0.0%
Value ($000) $68 Shares 33 Est. Cost $1806.63 Unrealized +6.9%
LRLCY L'Oreal SA ADR 0.0%
Value ($000) $68 Shares 1,150 Est. Cost $56.03 Unrealized
Howard Hughes Corp 0.0%
Value ($000) $67 Shares 530 Est. Cost $123.84 Unrealized
IP International Paper Company 0.0%
Value ($000) $67 Shares 1,446 Est. Cost $38.92 Unrealized -18.1%
DWAHY Daiwa House Industry Co LTD AD 0.0%
Value ($000) $66 Shares 2,150 Est. Cost $32.50 Unrealized
SXT Sensient Technologies Corp 0.0%
Value ($000) $66 Shares 1,000 Est. Cost $71.99 Unrealized -11.1%
WHGLY WH Group LTD ADR 0.0%
Value ($000) $66 Shares 3,205 Est. Cost $21.39 Unrealized
LCNB LCNB Corp 0.0%
Value ($000) $66 Shares 3,400 Est. Cost $13.40 Unrealized -0.4%
ARKAY Arkema SA ADR 0.0%
Value ($000) $65 Shares 625 Est. Cost $131.05 Unrealized
SVNDY Seven & i Holdings Co Ltd ADR 0.0%
Value ($000) $65 Shares 3,560 Est. Cost $21.74 Unrealized
VOT Vanguard Mid-Cap Growth ETF 0.0%
Value ($000) $64 Shares 404 Est. Cost $148.11 Unrealized
NTTYY Nippon Telegraph & Telephone C 0.0%
Value ($000) $63 Shares 1,250 Est. Cost $46.82 Unrealized
Tekla Healthcare Investors 0.0%
Value ($000) $63 Shares 3,023 Est. Cost $21.53 Unrealized
GIB CGI Inc Class A 0.0%
Value ($000) $63 Shares 750 Est. Cost $66.29 Unrealized +20.7%
KEY Keycorp New 0.0%
Value ($000) $63 Shares 3,100 Est. Cost $12.69 Unrealized +10.2%
UBSI United Bankshares Inc 0.0%
Value ($000) $62 Shares 1,600 Est. Cost $37.04 Unrealized +4.1%
NUE Nucor Corp 0.0%
Value ($000) $62 Shares 1,101 Est. Cost $55.34 Unrealized -12.9%
GGG Graco Incorporated 0.0%
Value ($000) $62 Shares 1,200 Est. Cost $42.42 Unrealized +4.1%
DANOY Danone 0.0%
Value ($000) $62 Shares 3,775 Est. Cost $16.91 Unrealized
EVRG Evergy Inc 0.0%
Value ($000) $62 Shares 956 Est. Cost $49.36 Unrealized +1.6%
SFTBY Softbank Corp ADR 0.0%
Value ($000) $62 Shares 2,880 Est. Cost $19.57 Unrealized
ES Eversource Energy 0.0%
Value ($000) $62 Shares 725 Est. Cost $62.49 Unrealized +6.4%
Gabelli Equity Trust 0.0%
Value ($000) $60 Shares 9,934 Est. Cost $6.18 Unrealized
LNVGY Lenovo Group Ltd ADR 0.0%
Value ($000) $60 Shares 4,500 Est. Cost $17.09 Unrealized
AMP Ameriprise Financial Incorpora 0.0%
Value ($000) $60 Shares 361 Est. Cost $130.12 Unrealized +7.2%
Eaton Vance Tax-Managed Divers 0.0%
Value ($000) $59 Shares 4,724 Est. Cost $12.52 Unrealized
Federal Realty Investment Trus 0.0%
Value ($000) $58 Shares 450 Est. Cost $117.11 Unrealized
Aaron's Inc 0.0%
Value ($000) $58 Shares 1,020 Est. Cost $54.49 Unrealized
RXL ProShares Ultra Health Care 0.0%
Value ($000) $58 Shares 456 Est. Cost $127.41 Unrealized
IJT iShares S&P Small Cap 600 Grow 0.0%
Value ($000) $58 Shares 300 Est. Cost $178.38 Unrealized
Liberty All-Star Equity Fund 0.0%
Value ($000) $57 Shares 8,222 Est. Cost $6.65 Unrealized
NYF iShares New York Muni Bond ETF 0.0%
Value ($000) $57 Shares 1,000 Est. Cost $57.22 Unrealized
OXY Occidental Petroleum Corp. 0.0%
Value ($000) $57 Shares 1,357 Est. Cost $41.98 Unrealized -14.2%
Gabelli Divid & Income Tr Com 0.0%
Value ($000) $56 Shares 2,567 Est. Cost $21.95 Unrealized
HOMB Home BancShares Inc 0.0%
Value ($000) $56 Shares 2,845 Est. Cost $23.96 Unrealized -21.3%
ATO Atmos Energy Corporation 0.0%
Value ($000) $56 Shares 500 Est. Cost $67.40 Unrealized +39.8%
MPT Medical Properties Trust Inc 0.0%
Value ($000) $56 Shares 2,600 Est. Cost $19.82 Unrealized
LUV Southwest Airlines Co. 0.0%
Value ($000) $56 Shares 1,025 Est. Cost $49.01 Unrealized +4.6%
Citrix Systems Inc. 0.0%
Value ($000) $55 Shares 500 Est. Cost $93.14 Unrealized
Anixter International Inc. 0.0%
Value ($000) $55 Shares 600 Est. Cost $75.75 Unrealized
Stericycle Inc 0.0%
Value ($000) $55 Shares 864 Est. Cost $59.93 Unrealized
KTOS Kratos Defense and Security So 0.0%
Value ($000) $54 Shares 3,000 Est. Cost $20.99 Unrealized -11.6%
MU Micron Technology Inc 0.0%
Value ($000) $54 Shares 1,000 Est. Cost $47.42 Unrealized -1.7%
PLD Prologis Trust Sh Ben 0.0%
Value ($000) $53 Shares 600 Est. Cost $50.36 Unrealized +48.3%
XLI Industrial Select Sector SPDR 0.0%
Value ($000) $53 Shares 655 Est. Cost $74.29 Unrealized
BlackRock Corp High Yld Fund 0.0%
Value ($000) $53 Shares 4,702 Est. Cost $10.59 Unrealized
DOC Healthpeak Properties Inc 0.0%
Value ($000) $53 Shares 1,528 Est. Cost $25.47 Unrealized 0.0%
Templeton Emerg Mkts Income 0.0%
Value ($000) $53 Shares 5,725 Est. Cost $11.56 Unrealized
ROST Ross Stores inc 0.0%
Value ($000) $52 Shares 450 Est. Cost $85.36 Unrealized +24.1%
SBA Communications Corp 0.0%
Value ($000) $52 Shares 222 Est. Cost $245.97 Unrealized
JNK SPDR Barclays Capital High Yie 0.0%
Value ($000) $51 Shares 470 Est. Cost $108.94 Unrealized
ASGN ASGN Inc 0.0%
Value ($000) $51 Shares 725 Est. Cost $86.37 Unrealized -24.4%
PBR/A Petroleo Brasileiro SA ADR 0.0%
Value ($000) $51 Shares 3,360 Est. Cost $11.63 Unrealized
PacWest Bancorp 0.0%
Value ($000) $51 Shares 1,330 Est. Cost $49.53 Unrealized
EFV iShares MSCI EAFE Value ETF 0.0%
Value ($000) $51 Shares 1,019 Est. Cost $54.55 Unrealized
AVB Avalonbay Communities Inc. 0.0%
Value ($000) $51 Shares 240 Est. Cost $124.68 Unrealized +38.4%
Seagate Technology Inc 0.0%
Value ($000) $51 Shares 850 Est. Cost $52.65 Unrealized
MLKN Miller Herman Inc. 0.0%
Value ($000) $50 Shares 1,200 Est. Cost $30.93 Unrealized +26.9%
INGR Ingredion Inc 0.0%
Value ($000) $50 Shares 535 Est. Cost $102.11 Unrealized -17.7%
ZTS Zoetis Inc Cl A 0.0%
Value ($000) $50 Shares 377 Est. Cost $93.24 Unrealized +26.7%
NVDA Nvidia Corp 0.0%
Value ($000) $50 Shares 212 Est. Cost $4.18 Unrealized +23.8%
SUB iShares Short-Term National Mu 0.0%
Value ($000) $50 Shares 466 Est. Cost $105.64 Unrealized
Dish Network Corporation 0.0%
Value ($000) $50 Shares 1,400 Est. Cost $37.89 Unrealized
KTB Kontoor Brands Inc 0.0%
Value ($000) $49 Shares 1,163 Est. Cost $29.07 Unrealized +29.9%
JHG Janus Henderson Group PLC 0.0%
Value ($000) $49 Shares 1,993 Est. Cost $35.68 Unrealized -33.2%
AKZOY AKZO Nobel NV ADR 0.0%
Value ($000) $48 Shares 1,421 Est. Cost $29.54 Unrealized
VHT Vanguard Health Care ETF 0.0%
Value ($000) $48 Shares 250 Est. Cost $168.31 Unrealized
RVTY Perkinelmer Inc Com 0.0%
Value ($000) $48 Shares 493 Est. Cost $84.20 Unrealized +4.5%
LDOS Leidos Holdings Inc 0.0%
Value ($000) $48 Shares 489 Est. Cost $77.02 Unrealized +5.3%
HollyFrontier Corp 0.0%
Value ($000) $48 Shares 940 Est. Cost $53.59 Unrealized
RY Royal Bk Canada 0.0%
Value ($000) $48 Shares 600 Est. Cost $81.18 Unrealized -0.8%
JOYY JOYY Inc ADR 0.0%
Value ($000) $48 Shares 900 Est. Cost $52.79 Unrealized
MDU M D U Resources Group Inc. 0.0%
Value ($000) $47 Shares 1,581 Est. Cost $8.03 Unrealized +13.3%
Meridian Bioscience Inc 0.0%
Value ($000) $47 Shares 4,839 Est. Cost $14.20 Unrealized
ADM Archer-Daniels-Midland Co. 0.0%
Value ($000) $47 Shares 1,006 Est. Cost $33.15 Unrealized +7.8%
BX The Blackstone Group 0.0%
Value ($000) $46 Shares 831 Est. Cost $41.44 Unrealized +1.6%
ROP Roper Technologies, Inc. 0.0%
Value ($000) $46 Shares 130 Est. Cost $333.07 Unrealized 0.0%
PKG Packaging Corp of America 0.0%
Value ($000) $45 Shares 400 Est. Cost $94.52 Unrealized -3.2%
Cohen & Steers Quality Income 0.0%
Value ($000) $45 Shares 3,000 Est. Cost $15.85 Unrealized
KNX Knight Transportation Inc 0.0%
Value ($000) $44 Shares 1,237 Est. Cost $32.55 Unrealized +5.9%
DAL Delta Air Lines Inc 0.0%
Value ($000) $44 Shares 755 Est. Cost $56.62 Unrealized -4.5%
NI Nisource Inc. 0.0%
Value ($000) $44 Shares 1,580 Est. Cost $23.74 Unrealized -5.9%
KHC The Kraft Heinz Co 0.0%
Value ($000) $43 Shares 1,351 Est. Cost $45.07 Unrealized -49.8%
WING Wingstop Inc 0.0%
Value ($000) $43 Shares 500 Est. Cost $45.92 Unrealized +80.7%
Madison Square Garden Co Cl A 0.0%
Value ($000) $43 Shares 146 Est. Cost $279.94 Unrealized
ClearBridge Energy MLP & Midst 0.0%
Value ($000) $43 Shares 3,797 Est. Cost $11.26 Unrealized
SMG Scotts Miracle- Gro Company 0.0%
Value ($000) $42 Shares 400 Est. Cost $72.13 Unrealized +12.4%
IQV IQVIA Holdings Inc 0.0%
Value ($000) $42 Shares 274 Est. Cost $146.00 Unrealized 0.0%
ViacomCBS Inc 0.0%
Value ($000) $42 Shares 1,000 Est. Cost $41.97 Unrealized
FDN First Trust Dow Jones Internet 0.0%
Value ($000) $42 Shares 300 Est. Cost $134.64 Unrealized
COF Capital One Financial Corporat 0.0%
Value ($000) $41 Shares 400 Est. Cost $80.40 Unrealized +7.9%
FXO First Trust Financials AlphaDE 0.0%
Value ($000) $41 Shares 1,210 Est. Cost $31.04 Unrealized
ENR Energizer Holdings Inc 0.0%
Value ($000) $40 Shares 800 Est. Cost $31.38 Unrealized +16.4%
MSTR Microstrategy Inc 0.0%
Value ($000) $40 Shares 280 Est. Cost $13.46 Unrealized +10.6%
Peoples United Financial Inc 0.0%
Value ($000) $40 Shares 2,350 Est. Cost $15.63 Unrealized
SYNA Synaptics Inc 0.0%
Value ($000) $39 Shares 600 Est. Cost $33.75 Unrealized +56.1%
Tenneco Inc 0.0%
Value ($000) $39 Shares 3,000 Est. Cost $18.71 Unrealized
XMVFX Blackrock Munivest Fund 0.0%
Value ($000) $39 Shares 4,303 Est. Cost $8.90 Unrealized
Blackrock Muniyield Quality Fd 0.0%
Value ($000) $39 Shares 2,887 Est. Cost $12.70 Unrealized
Apergy Corp 0.0%
Value ($000) $39 Shares 1,150 Est. Cost $41.97 Unrealized
VOOG Vanguard S&P 500 Growth Index 0.0%
Value ($000) $37 Shares 214 Est. Cost $162.25 Unrealized
TSCO Tractor Supply Co 0.0%
Value ($000) $37 Shares 398 Est. Cost $14.16 Unrealized +21.7%
PJP Invesco Dynamic Pharmaceutical 0.0%
Value ($000) $37 Shares 574 Est. Cost $67.21 Unrealized
AVNS Avanos Medical Inc 0.0%
Value ($000) $37 Shares 1,090 Est. Cost $63.93 Unrealized -43.4%
PHG Koninklijke Philips N.V. 0.0%
Value ($000) $37 Shares 751 Est. Cost $38.50 Unrealized
GM General Motors 0.0%
Value ($000) $37 Shares 1,001 Est. Cost $36.01 Unrealized -4.6%
CME CME Group Inc 0.0%
Value ($000) $37 Shares 180 Est. Cost $163.37 Unrealized -0.8%
Hanesbrands Inc 0.0%
Value ($000) $36 Shares 2,434 Est. Cost $15.87 Unrealized
WELL Welltower Inc 0.0%
Value ($000) $36 Shares 440 Est. Cost $56.36 Unrealized +26.2%
Sirius XM Holdings Inc 0.0%
Value ($000) $35 Shares 4,960 Est. Cost $6.25 Unrealized
AXON Axon Enterprise Inc 0.0%
Value ($000) $35 Shares 480 Est. Cost $63.10 Unrealized +0.3%
VYX NCR Corp. 0.0%
Value ($000) $35 Shares 1,000 Est. Cost $21.07 Unrealized -7.6%
HUM Humana Inc. 0.0%
Value ($000) $35 Shares 95 Est. Cost $265.25 Unrealized +13.3%
Nuveen Preferred & Income Secu 0.0%
Value ($000) $35 Shares 3,458 Est. Cost $9.84 Unrealized
STT State Street Corp 0.0%
Value ($000) $34 Shares 422 Est. Cost $72.88 Unrealized -20.9%
BOX Box Inc 0.0%
Value ($000) $34 Shares 2,000 Est. Cost $16.05 Unrealized +4.5%
PAC Grupo Aeroportuario del Pacifi 0.0%
Value ($000) $33 Shares 280 Est. Cost $118.61 Unrealized
KMX CarMax Inc 0.0%
Value ($000) $33 Shares 375 Est. Cost $69.32 Unrealized +35.7%
WAB Wabtec 0.0%
Value ($000) $33 Shares 421 Est. Cost $69.14 Unrealized +3.2%
Invesco Municipal Trust 0.0%
Value ($000) $33 Shares 2,642 Est. Cost $11.69 Unrealized
IDU iShares US Utilities ETF 0.0%
Value ($000) $32 Shares 200 Est. Cost $162.86 Unrealized
XLU Utilities Select Sector SPDR 0.0%
Value ($000) $32 Shares 500 Est. Cost $64.74 Unrealized
Templeton Global Income Fund 0.0%
Value ($000) $32 Shares 5,200 Est. Cost $6.39 Unrealized
SPIB SPDR Portfolio Intermediate Te 0.0%
Value ($000) $32 Shares 900 Est. Cost $34.43 Unrealized
AFL AFLAC Incorporated 0.0%
Value ($000) $32 Shares 600 Est. Cost $36.94 Unrealized +24.1%
IT Gartner Group Inc Cl A 0.0%
Value ($000) $31 Shares 202 Est. Cost $145.37 Unrealized +5.0%
FUL H B Fuller Co 0.0%
Value ($000) $31 Shares 600 Est. Cost $46.76 Unrealized -2.2%
EXC Exelon Corp 0.0%
Value ($000) $31 Shares 678 Est. Cost $23.66 Unrealized +10.0%
RPM RPM Inc. - Ohio 0.0%
Value ($000) $31 Shares 400 Est. Cost $66.24 Unrealized +9.5%
Activision Blizzard, Inc. 0.0%
Value ($000) $30 Shares 512 Est. Cost $59.42 Unrealized
Systemax Inc 0.0%
Value ($000) $30 Shares 1,200 Est. Cost $22.01 Unrealized
ESS Essex Property Trust 0.0%
Value ($000) $30 Shares 99 Est. Cost $175.97 Unrealized +44.1%
DLR Digital Realty Trust Inc 0.0%
Value ($000) $30 Shares 247 Est. Cost $97.48 Unrealized +2.0%
HUBB Hubbell Inc 0.0%
Value ($000) $30 Shares 200 Est. Cost $111.96 Unrealized +13.6%
CNQ Canadian Natural Resource Ltd 0.0%
Value ($000) $29 Shares 900 Est. Cost $11.03 Unrealized -10.5%
PPL PPL Corporation 0.0%
Value ($000) $29 Shares 800 Est. Cost $21.97 Unrealized +17.9%
TOTL SPDR DoubleLine Total Return T 0.0%
Value ($000) $28 Shares 579 Est. Cost $48.99 Unrealized
TXRH Texas Roadhouse Inc 0.0%
Value ($000) $28 Shares 500 Est. Cost $50.51 Unrealized -1.4%
CGNX Cognex Corp 0.0%
Value ($000) $28 Shares 500 Est. Cost $42.37 Unrealized +14.8%
Perspecta Inc 0.0%
Value ($000) $28 Shares 1,048 Est. Cost $20.71 Unrealized
SPOT Spotify Technology SA 0.0%
Value ($000) $28 Shares 184 Est. Cost $140.75 Unrealized -2.4%
MELI Mercadolibre Inc 0.0%
Value ($000) $27 Shares 48 Est. Cost $606.37 Unrealized -8.7%
CAG Conagra Inc. 0.0%
Value ($000) $27 Shares 800 Est. Cost $27.24 Unrealized -17.5%
TXNM PNM Resources Inc 0.0%
Value ($000) $27 Shares 538 Est. Cost $39.18 Unrealized +28.1%
XLE Energy Select Sector SPDR 0.0%
Value ($000) $27 Shares 430 Est. Cost $67.41 Unrealized
XBKNX Blackrock Quality Municipal Tr 0.0%
Value ($000) $26 Shares 1,700 Est. Cost $13.79 Unrealized
HESAY Hermes International SA ADR 0.0%
Value ($000) $26 Shares 350 Est. Cost $75.40 Unrealized
National Oilwell Varco 0.0%
Value ($000) $26 Shares 1,052 Est. Cost $28.20 Unrealized
EMB iShares JPMorgan USD Emerg Mar 0.0%
Value ($000) $26 Shares 230 Est. Cost $111.98 Unrealized
Meredith Corp 0.0%
Value ($000) $26 Shares 800 Est. Cost $36.66 Unrealized
PLXS Plexus Corp 0.0%
Value ($000) $25 Shares 330 Est. Cost $59.30 Unrealized +22.4%
EBAY eBay Inc. 0.0%
Value ($000) $25 Shares 700 Est. Cost $34.47 Unrealized -5.3%
CNC Centene Corp 0.0%
Value ($000) $25 Shares 402 Est. Cost $48.70 Unrealized +11.4%
MUNI PIMCO Intermediate Municipal B 0.0%
Value ($000) $25 Shares 450 Est. Cost $52.79 Unrealized
CODI Compass Diversified Holdings 0.0%
Value ($000) $25 Shares 1,000 Est. Cost $10.41 Unrealized +52.1%
KN Knowles Corp 0.0%
Value ($000) $25 Shares 1,175 Est. Cost $14.57 Unrealized +47.4%
BR Broadridge Financial Solutions 0.0%
Value ($000) $25 Shares 200 Est. Cost $96.56 Unrealized +14.0%
FCX Freeport-McMoRan Inc 0.0%
Value ($000) $25 Shares 1,890 Est. Cost $9.72 Unrealized +5.3%
XYZ Square Inc 0.0%
Value ($000) $25 Shares 395 Est. Cost $67.93 Unrealized -5.9%
PEB Pebblebrook Hotel Trust 0.0%
Value ($000) $25 Shares 920 Est. Cost $27.82 Unrealized
MGM MGM Resorts International 0.0%
Value ($000) $24 Shares 725 Est. Cost $33.68 Unrealized -10.6%
2U Inc 0.0%
Value ($000) $24 Shares 1,000 Est. Cost $16.28 Unrealized
Carter Validus Mission II Clas 0.0%
Value ($000) $24 Shares 2,575 Est. Cost $9.25 Unrealized
PRU Prudential Financial Inc 0.0%
Value ($000) $24 Shares 252 Est. Cost $72.41 Unrealized -7.0%
Western Asset Emerg Mkts Debt 0.0%
Value ($000) $24 Shares 1,654 Est. Cost $14.63 Unrealized
SPSB SPDR Portfolio Short Term Corp 0.0%
Value ($000) $23 Shares 752 Est. Cost $30.78 Unrealized
AMD Advanced Micro Devices Inc 0.0%
Value ($000) $23 Shares 500 Est. Cost $11.86 Unrealized +210.5%
BEN Franklin Resources Inc 0.0%
Value ($000) $23 Shares 873 Est. Cost $24.16 Unrealized -17.0%
CRBN iShares MSCI ACWI Low Carbon T 0.0%
Value ($000) $23 Shares 175 Est. Cost $120.16 Unrealized
FXI iShares FTSE China Large-Cap E 0.0%
Value ($000) $23 Shares 519 Est. Cost $42.82 Unrealized
AZN Astrazena PLC -Spons ADR 0.0%
Value ($000) $23 Shares 453 Est. Cost $44.57 Unrealized
GVI iShares Barclays Int Govt/Cred 0.0%
Value ($000) $23 Shares 200 Est. Cost $108.28 Unrealized
Eaton Vance Tax-Managed Global 0.0%
Value ($000) $22 Shares 2,500 Est. Cost $7.46 Unrealized
SIEGY Siemens A G ADR 0.0%
Value ($000) $22 Shares 332 Est. Cost $63.66 Unrealized
TDC Teradata Corp 0.0%
Value ($000) $21 Shares 800 Est. Cost $38.68 Unrealized -28.1%
WSM Williams Sonoma Inc. 0.0%
Value ($000) $21 Shares 289 Est. Cost $22.14 Unrealized +38.7%
LTC ltc properties reit ord shs 0.0%
Value ($000) $21 Shares 470 Est. Cost $51.22 Unrealized
TREE LendingTree Inc 0.0%
Value ($000) $21 Shares 69 Est. Cost $328.15 Unrealized
SNPS Synopsys Inc 0.0%
Value ($000) $21 Shares 150 Est. Cost $137.18 Unrealized 0.0%
CVE Cenovus Energy Inc 0.0%
Value ($000) $20 Shares 2,000 Est. Cost $7.61 Unrealized +5.6%
ETFMG Alternative Harvest ETF 0.0%
Value ($000) $20 Shares 1,160 Est. Cost $20.76 Unrealized
WH Wyndham Hotels & Resorts Inc 0.0%
Value ($000) $20 Shares 317 Est. Cost $60.97 Unrealized -8.9%
NSRGF Nestle SA 0.0%
Value ($000) $20 Shares 182 Est. Cost $88.35 Unrealized +1.0%
Gabelli Utility Trust 0.0%
Value ($000) $20 Shares 2,523 Est. Cost $6.99 Unrealized
FE Firstenergy Corp. 0.0%
Value ($000) $19 Shares 400 Est. Cost $34.83 Unrealized +6.4%
Nuveen AMT-Free QLTY Municipal 0.0%
Value ($000) $19 Shares 1,351 Est. Cost $13.20 Unrealized
WSBC Wesbanco Inc 0.0%
Value ($000) $19 Shares 495 Est. Cost $36.24 Unrealized +3.1%
M Macys Inc 0.0%
Value ($000) $19 Shares 1,081 Est. Cost $25.73 Unrealized -39.2%
SONO Sonos Inc 0.0%
Value ($000) $19 Shares 1,200 Est. Cost $12.50 Unrealized +11.4%
WHR Whirlpool Corp 0.0%
Value ($000) $19 Shares 126 Est. Cost $162.37 Unrealized -7.0%
New Relic Inc 0.0%
Value ($000) $18 Shares 279 Est. Cost $65.71 Unrealized
MIDD The Middleby Corp 0.0%
Value ($000) $18 Shares 167 Est. Cost $122.66 Unrealized -6.5%
IGM iShares North American Tech ET 0.0%
Value ($000) $18 Shares 75 Est. Cost $242.15 Unrealized
Duke Realty Corporation 0.0%
Value ($000) $18 Shares 522 Est. Cost $26.48 Unrealized
FIW First Trust ISE Water 0.0%
Value ($000) $18 Shares 300 Est. Cost $47.75 Unrealized
Nuveen Dividend Advantage Muni 0.0%
Value ($000) $18 Shares 1,089 Est. Cost $14.21 Unrealized
IRM Iron Mountain Inc 0.0%
Value ($000) $18 Shares 546 Est. Cost $22.54 Unrealized +6.3%
XMVTX Blackrock Munivest Fund II 0.0%
Value ($000) $17 Shares 1,167 Est. Cost $14.41 Unrealized
FTI TechnipFMC plc 0.0%
Value ($000) $17 Shares 800 Est. Cost $21.36 Unrealized -30.5%
COR Amerisourcebergen Corp. 0.0%
Value ($000) $17 Shares 200 Est. Cost $70.03 Unrealized +1.7%
BHP BHP Billiton Ltd 0.0%
Value ($000) $17 Shares 310 Est. Cost $44.43 Unrealized
FRCB First Republic Bank 0.0%
Value ($000) $17 Shares 142 Est. Cost $92.66 Unrealized +14.1%
PAYX Paychex Inc. 0.0%
Value ($000) $17 Shares 195 Est. Cost $52.37 Unrealized +35.0%
Wyndham Destinations Inc 0.0%
Value ($000) $16 Shares 317 Est. Cost $114.43 Unrealized
Apache Corp 0.0%
Value ($000) $16 Shares 640 Est. Cost $33.85 Unrealized
Discovery Inc - Class C 0.0%
Value ($000) $16 Shares 523 Est. Cost $19.52 Unrealized
XIFR NextEra Energy Partners, LP 0.0%
Value ($000) $16 Shares 300 Est. Cost $40.48 Unrealized +28.5%
LNT Alliant Energy Corporation 0.0%
Value ($000) $16 Shares 286 Est. Cost $30.84 Unrealized +42.1%
IFF International Flavors & Fragra 0.0%
Value ($000) $15 Shares 119 Est. Cost $108.13 Unrealized 0.0%
VAC Marriott Vacations Worldwide 0.0%
Value ($000) $15 Shares 119 Est. Cost $98.36 Unrealized +19.0%
Level One Bancorp Inc 0.0%
Value ($000) $15 Shares 596 Est. Cost $27.20 Unrealized
FLS Flowserve Corp. 0.0%
Value ($000) $15 Shares 300 Est. Cost $36.91 Unrealized +13.3%
DON WisdomTree MidCap Dividend 0.0%
Value ($000) $15 Shares 393 Est. Cost $34.12 Unrealized
ALPS Alerian MLP ETF 0.0%
Value ($000) $15 Shares 1,755 Est. Cost $9.48 Unrealized
PEG Public Service Enterprise Grou 0.0%
Value ($000) $15 Shares 250 Est. Cost $48.05 Unrealized +2.3%
THG Hanover Insurance Group Inc 0.0%
Value ($000) $15 Shares 107 Est. Cost $96.92 Unrealized +18.3%
BSX Boston Scientific Corp. 0.0%
Value ($000) $15 Shares 322 Est. Cost $42.37 Unrealized -1.2%
EXAS Exact Sciences Corp 0.0%
Value ($000) $15 Shares 157 Est. Cost $87.91 Unrealized 0.0%
HUN Huntsman Corp 0.0%
Value ($000) $14 Shares 600 Est. Cost $32.73 Unrealized -29.2%
BlackRock Credit Allocation In 0.0%
Value ($000) $14 Shares 1,019 Est. Cost $12.67 Unrealized
Streamline Health Solutions In 0.0%
Value ($000) $14 Shares 10,200 Est. Cost $1.48 Unrealized
Nuveen PA Invt Qty 0.0%
Value ($000) $14 Shares 1,000 Est. Cost $12.57 Unrealized
HURN Huron Consulting Group Inc 0.0%
Value ($000) $14 Shares 200 Est. Cost $58.42 Unrealized +11.3%
UAA Under Armour Inc 0.0%
Value ($000) $14 Shares 710 Est. Cost $22.06 Unrealized -12.0%
DTE DTE Energy Company 0.0%
Value ($000) $14 Shares 104 Est. Cost $67.23 Unrealized +30.1%
RCL Royal Caribbean Cruises Ltd 0.0%
Value ($000) $13 Shares 100 Est. Cost $105.84 Unrealized +6.6%
RIO Rio Tinto PLC Spnsrd ADR 0.0%
Value ($000) $13 Shares 225 Est. Cost $53.34 Unrealized
Ingersoll-Rand PLC Shs 0.0%
Value ($000) $13 Shares 100 Est. Cost $95.11 Unrealized
Zivo Bioscience Inc 0.0%
Value ($000) $13 Shares 80,000 Est. Cost $0.10 Unrealized
BASFY BASF SE Sponsored ADR 0.0%
Value ($000) $13 Shares 700 Est. Cost $24.62 Unrealized
WTRE WisdomTree Global ex-US Real E 0.0%
Value ($000) $13 Shares 400 Est. Cost $29.27 Unrealized
SAM Boston Beer Co Inc Cl A 0.0%
Value ($000) $12 Shares 33 Est. Cost $183.93 Unrealized +104.8%
GPDNF Groupe Danone 0.0%
Value ($000) $12 Shares 150 Est. Cost $81.90 Unrealized +0.9%
Advent Convertible and Income 0.0%
Value ($000) $12 Shares 800 Est. Cost $14.81 Unrealized
Nordstrom Inc. 0.0%
Value ($000) $12 Shares 300 Est. Cost $38.58 Unrealized
HAL Halliburton Co. 0.0%
Value ($000) $12 Shares 500 Est. Cost $24.24 Unrealized -22.5%
MRCC Monroe Capital Corp 0.0%
Value ($000) $12 Shares 1,117 Est. Cost $4.93 Unrealized +5.1%
SF Stifel Financial Corp 0.0%
Value ($000) $12 Shares 200 Est. Cost $34.00 Unrealized +4.3%
NBTB NBT Bancorp Inc 0.0%
Value ($000) $12 Shares 288 Est. Cost $36.65 Unrealized +7.0%
DGX Quest Diagnostics Incorporated 0.0%
Value ($000) $12 Shares 109 Est. Cost $90.53 Unrealized +2.1%
CWI SPDR MSCI ACWI ex-US ETF 0.0%
Value ($000) $12 Shares 451 Est. Cost $30.23 Unrealized
UNM Unum Group 0.0%
Value ($000) $11 Shares 392 Est. Cost $52.25 Unrealized -44.3%
Southern National Bancorp of V 0.0%
Value ($000) $11 Shares 692 Est. Cost $15.84 Unrealized
PSCF Invesco S&P SmallCap Financial 0.0%
Value ($000) $11 Shares 200 Est. Cost $54.37 Unrealized
CPB Campbell Soup Co. 0.0%
Value ($000) $11 Shares 225 Est. Cost $35.04 Unrealized +10.7%
CKHUY CK Hutchinson Holdings LTD ADR 0.0%
Value ($000) $11 Shares 1,166 Est. Cost $11.99 Unrealized
MBWM Mercantile Bank Corp 0.0%
Value ($000) $11 Shares 300 Est. Cost $27.83 Unrealized 0.0%
IDCC InterDigital Inc 0.0%
Value ($000) $11 Shares 200 Est. Cost $76.57 Unrealized -27.8%
PRSU Viad Corp 0.0%
Value ($000) $11 Shares 160 Est. Cost $66.87 Unrealized -3.4%
ITM Vaneck Vectors AMT-Free Inter 0.0%
Value ($000) $11 Shares 212 Est. Cost $47.57 Unrealized
FleetCor Technologies Inc 0.0%
Value ($000) $11 Shares 37 Est. Cost $386.78 Unrealized
JLL Jones Lang LaSalle Inc 0.0%
Value ($000) $10 Shares 60 Est. Cost $138.16 Unrealized +13.7%
HST Host Hotels & Resorts Inc 0.0%
Value ($000) $10 Shares 543 Est. Cost $13.53 Unrealized +2.5%
FEZ SPDR Euro Stoxx 50 0.0%
Value ($000) $10 Shares 250 Est. Cost $38.30 Unrealized
LTRE Learning Tree International In 0.0%
Value ($000) $10 Shares 15,340 Est. Cost $1.12 Unrealized -52.1%
DELL Dell Technologies Inc 0.0%
Value ($000) $10 Shares 194 Est. Cost $24.17 Unrealized -1.3%
VGK Vanguard FTSE Europe ETF 0.0%
Value ($000) $10 Shares 170 Est. Cost $56.22 Unrealized
HSBC HSBC Holdings PLC Sponsored AD 0.0%
Value ($000) $10 Shares 254 Est. Cost $48.72 Unrealized
ACM Aecom 0.0%
Value ($000) $10 Shares 226 Est. Cost $35.51 Unrealized +12.2%
JKHY Jack Henry & Associates Inc 0.0%
Value ($000) $10 Shares 66 Est. Cost $131.22 Unrealized +3.3%
H Hyatt Hotels Corp 0.0%
Value ($000) $9 Shares 100 Est. Cost $74.19 Unrealized +3.4%
DG Dollar General Corporation 0.0%
Value ($000) $9 Shares 57 Est. Cost $145.94 Unrealized 0.0%
FTS Fortis Inc 0.0%
Value ($000) $9 Shares 213 Est. Cost $32.03 Unrealized +1.1%
Liberty SiriusXM Group C 0.0%
Value ($000) $9 Shares 182 Est. Cost $41.15 Unrealized
Nuveen Dividend Advantage Muni 0.0%
Value ($000) $9 Shares 600 Est. Cost $13.20 Unrealized
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 45 Est. Cost $153.32 Unrealized
SSP E.W. Scripps Company 0.0%
Value ($000) $8 Shares 514 Est. Cost $10.35 Unrealized +3.7%
VMC Vulcan Materials Co 0.0%
Value ($000) $8 Shares 55 Est. Cost $133.67 Unrealized +1.6%
UA Under Armour Inc Cl C 0.0%
Value ($000) $8 Shares 412 Est. Cost $19.71 Unrealized -10.7%
Eaton Vance Tax-Advantaged Glo 0.0%
Value ($000) $8 Shares 300 Est. Cost $25.33 Unrealized
ICE Intercontinental Exchange Inc 0.0%
Value ($000) $8 Shares 84 Est. Cost $84.08 Unrealized +2.0%
Consolidated Communications Ho 0.0%
Value ($000) $8 Shares 2,000 Est. Cost $4.76 Unrealized
LogMeIn Inc 0.0%
Value ($000) $7 Shares 85 Est. Cost $111.54 Unrealized
VREX Varex Imaging Corp 0.0%
Value ($000) $7 Shares 240 Est. Cost $38.13 Unrealized -21.7%
CCI Crown Castle International Cor 0.0%
Value ($000) $7 Shares 50 Est. Cost $104.76 Unrealized -0.5%
EZM WisdomTree US MidCap Earnings 0.0%
Value ($000) $7 Shares 165 Est. Cost $38.68 Unrealized
Zynga Inc Class A 0.0%
Value ($000) $6 Shares 1,029 Est. Cost $4.13 Unrealized
PowerShares S&P SmallCap Info 0.0%
Value ($000) $6 Shares 65 Est. Cost $85.80 Unrealized
XLRE Real Estate Select Sector SPDR 0.0%
Value ($000) $6 Shares 160 Est. Cost $39.34 Unrealized
IYW iShares Dow Jones US Technolog 0.0%
Value ($000) $6 Shares 27 Est. Cost $171.74 Unrealized
WisdomTree Total Earnings 0.0%
Value ($000) $6 Shares 165 Est. Cost $31.14 Unrealized
VMware, Inc CL A 0.0%
Value ($000) $6 Shares 40 Est. Cost $150.05 Unrealized
TEVA Teva Pharmaceutical-SP ADR 0.0%
Value ($000) $6 Shares 565 Est. Cost $23.49 Unrealized
Alexion Pharmaceuticals Inc 0.0%
Value ($000) $5 Shares 50 Est. Cost $111.46 Unrealized
Aphria Inc 0.0%
Value ($000) $5 Shares 1,000 Est. Cost $5.19 Unrealized
Cedar Fair LP 0.0%
Value ($000) $5 Shares 93 Est. Cost $58.36 Unrealized
NNVC Nanoviricides Inc 0.0%
Value ($000) $5 Shares 2,036 Est. Cost $4.37 Unrealized -48.3%
CCL Carnival Corp 0.0%
Value ($000) $5 Shares 100 Est. Cost $44.98 Unrealized -2.5%
Hillenbrand Inc 0.0%
Value ($000) $5 Shares 150 Est. Cost $30.88 Unrealized
EXPD Expeditors Intl Wash Inc 0.0%
Value ($000) $5 Shares 64 Est. Cost $67.86 Unrealized +2.5%
QCLN First TR Clean Energy Green 0.0%
Value ($000) $5 Shares 200 Est. Cost $19.52 Unrealized
REZI Resideo Technologies 0.0%
Value ($000) $5 Shares 415 Est. Cost $20.44 Unrealized -44.3%
F Ford Motor Co. 0.0%
Value ($000) $5 Shares 530 Est. Cost $7.46 Unrealized -10.4%
GTBIF Green Thumb Industries Inc 0.0%
Value ($000) $5 Shares 500 Est. Cost $9.39 Unrealized -7.1%
MFS Charter Income Trust 0.0%
Value ($000) $5 Shares 575 Est. Cost $8.12 Unrealized
INRE Inland Real Estate Income Trus 0.0%
Value ($000) $5 Shares 245 Est. Cost $19.63 Unrealized
IHE iShares Dow Jones US Pharmaceu 0.0%
Value ($000) $5 Shares 30 Est. Cost $147.53 Unrealized
DURECT Corp 0.0%
Value ($000) $5 Shares 1,259 Est. Cost $3.80 Unrealized
CVSA Adtalem Global Education Inc 0.0%
Value ($000) $5 Shares 132 Est. Cost $44.90 Unrealized -23.3%
SCHH Schwab US REIT ETF 0.0%
Value ($000) $5 Shares 100 Est. Cost $39.34 Unrealized
PUBGY Publicis Groupe SA ADR 0.0%
Value ($000) $5 Shares 400 Est. Cost $12.34 Unrealized
Aspen Technology Inc 0.0%
Value ($000) $4 Shares 37 Est. Cost $123.08 Unrealized
SON Sonoco Products Co 0.0%
Value ($000) $4 Shares 72 Est. Cost $47.51 Unrealized +0.1%
ITB iShares US Home Construction E 0.0%
Value ($000) $4 Shares 100 Est. Cost $43.31 Unrealized
Cincinnati Bell Inc. 0.0%
Value ($000) $4 Shares 421 Est. Cost $13.85 Unrealized
XAR SPDR S&P Aerospace & Defense E 0.0%
Value ($000) $4 Shares 40 Est. Cost $109.10 Unrealized
NEM Newmont Mining Corp Holding Co 0.0%
Value ($000) $4 Shares 100 Est. Cost $31.75 Unrealized +3.0%
KWR Quaker Chemical Corp 0.0%
Value ($000) $4 Shares 26 Est. Cost $151.55 Unrealized +2.3%
MTG MGIC Investment Corp 0.0%
Value ($000) $4 Shares 300 Est. Cost $12.91 Unrealized +7.3%
PTC PTC Inc 0.0%
Value ($000) $4 Shares 50 Est. Cost $73.07 Unrealized -2.6%
LMPMY Lee & Man Paper Mfg LTD ADR 0.0%
Value ($000) $4 Shares 500 Est. Cost $10.47 Unrealized
Calamos Strategic Total Return 0.0%
Value ($000) $4 Shares 270 Est. Cost $12.72 Unrealized
EWH iShares MSCI Hong Kong ETF 0.0%
Value ($000) $4 Shares 150 Est. Cost $25.31 Unrealized
Welbilt Inc 0.0%
Value ($000) $4 Shares 230 Est. Cost $16.86 Unrealized
MDRX Allscripts Healthcare Solution 0.0%
Value ($000) $3 Shares 350 Est. Cost $10.26 Unrealized +2.6%
Rivernorth Marketplace Lending 0.0%
Value ($000) $3 Shares 186 Est. Cost $20.40 Unrealized
RHI Robert Half Intl Inc 0.0%
Value ($000) $3 Shares 53 Est. Cost $56.39 Unrealized +3.0%
AKBA Akebia Therapeutics Inc 0.0%
Value ($000) $3 Shares 500 Est. Cost $4.29 Unrealized +10.9%
VNM Vaneck Vectors Vietnam ETF 0.0%
Value ($000) $3 Shares 200 Est. Cost $19.56 Unrealized
Covetrus Inc 0.0%
Value ($000) $3 Shares 240 Est. Cost $31.85 Unrealized
ICLN iShares Global Clean Energy ET 0.0%
Value ($000) $3 Shares 250 Est. Cost $9.50 Unrealized
IVZ Invesco Limited 0.0%
Value ($000) $3 Shares 163 Est. Cost $13.12 Unrealized -1.4%
SVC Service Properties Trust 0.0%
Value ($000) $3 Shares 118 Est. Cost $25.79 Unrealized
BH Biglari Holdings Inc Class B 0.0%
Value ($000) $3 Shares 25 Est. Cost $226.63 Unrealized -55.0%
LIT Global X Lithium ETF 0.0%
Value ($000) $3 Shares 100 Est. Cost $32.52 Unrealized
MFS Intermediate Income Tr 0.0%
Value ($000) $3 Shares 725 Est. Cost $3.93 Unrealized
GTX Garrett Motion Inc 0.0%
Value ($000) $3 Shares 267 Est. Cost $13.59 Unrealized -25.0%
DVN Devon Energy Corp New 0.0%
Value ($000) $3 Shares 100 Est. Cost $18.06 Unrealized -9.7%
Swiss Helvetia Fd Inc Com 0.0%
Value ($000) $3 Shares 307 Est. Cost $10.56 Unrealized
A Agilent Technologies Inc 0.0%
Value ($000) $3 Shares 30 Est. Cost $72.29 Unrealized +4.4%
KDP Keurig Dr Pepper Inc 0.0%
Value ($000) $3 Shares 88 Est. Cost $24.67 Unrealized 0.0%
ERIC Ericsson L M Tel Co 0.0%
Value ($000) $3 Shares 290 Est. Cost $7.71 Unrealized
BFH Alliance Data Systems Corp 0.0%
Value ($000) $2 Shares 22 Est. Cost $100.40 Unrealized -21.1%
ARI Apollo Commercial Real Estate 0.0%
Value ($000) $2 Shares 125 Est. Cost $19.63 Unrealized
BIDU Baidu Inc 0.0%
Value ($000) $2 Shares 18 Est. Cost $138.51 Unrealized
Eaton Vance Tax-Managed Buy-Wr 0.0%
Value ($000) $2 Shares 150 Est. Cost $14.89 Unrealized
PCG P G & E Corp. 0.0%
Value ($000) $2 Shares 200 Est. Cost $14.95 Unrealized -43.4%
RIG Transocean Ltd 0.0%
Value ($000) $2 Shares 308 Est. Cost $5.30 Unrealized -2.9%
BHF Brighthouse Financial Inc. 0.0%
Value ($000) $2 Shares 48 Est. Cost $52.62 Unrealized -25.2%
PowerShares S&P Global Water E 0.0%
Value ($000) $2 Shares 42 Est. Cost $33.50 Unrealized
ASIX Advansix Inc 0.0%
Value ($000) $2 Shares 85 Est. Cost $34.71 Unrealized -42.5%
Canopy Growth Corporation 0.0%
Value ($000) $2 Shares 80 Est. Cost $40.31 Unrealized
JEF Jefferies Financial Group Inc 0.0%
Value ($000) $2 Shares 80 Est. Cost $14.58 Unrealized +7.0%
KEYS Keysight Technologies Inc 0.0%
Value ($000) $2 Shares 15 Est. Cost $92.64 Unrealized +10.5%
BCE BCE Inc 0.0%
Value ($000) $2 Shares 33 Est. Cost $31.73 Unrealized 0.0%
EWS iShares MSCI Singapore Capped 0.0%
Value ($000) $1 Shares 62 Est. Cost $26.68 Unrealized
Eaton Vance Risk-Mgd Divers Eq 0.0%
Value ($000) $1 Shares 150 Est. Cost $8.99 Unrealized
SAIC Science Applications Internati 0.0%
Value ($000) $1 Shares 15 Est. Cost $70.40 Unrealized +18.8%
PH Parker Hannifin Corp. 0.0%
Value ($000) $1 Shares 6 Est. Cost $177.66 Unrealized 0.0%
U.S. Silica Holdings Inc 0.0%
Value ($000) $1 Shares 200 Est. Cost $9.56 Unrealized
KMI Kinder Morgan Inc 0.0%
Value ($000) $1 Shares 58 Est. Cost $13.66 Unrealized +2.8%
BH/A Biglari Holdings Inc Class A 0.0%
Value ($000) $1 Shares 2 Est. Cost $994.08 Unrealized -47.1%
Aurora Cannabis Inc 0.0%
Value ($000) $1 Shares 550 Est. Cost $7.82 Unrealized
CC The Chemours Co 0.0%
Value ($000) $1 Shares 60 Est. Cost $33.43 Unrealized -61.1%
OMC Omnicom Group Inc 0.0%
Value ($000) $1 Shares 13 Est. Cost $61.97 Unrealized +0.9%
EPR EPR Properties 0.0%
Value ($000) $1 Shares 14 Est. Cost $55.79 Unrealized
Gold Reserve Inc 0.0%
Value ($000) $1 Shares 650 Est. Cost $1.85 Unrealized
BBU Brookfield Business Partners L 0.0%
Value ($000) $1 Shares 36 Est. Cost $36.00 Unrealized
Tilray Inc 0.0%
Value ($000) $1 Shares 55 Est. Cost $46.56 Unrealized
PCWLF PCCW Ltd 0.0%
Value ($000) $1 Shares 176 Est. Cost $0.54 Unrealized +3.8%
Vonage Holdings Corp 0.0%
Value ($000) $1 Shares 100 Est. Cost $11.30 Unrealized
EWM iShares MSCI Malaysia (Free) E 0.0%
Value ($000) $1 Shares 25 Est. Cost $36.16 Unrealized
UNFI United Natural Foods Inc 0.0%
Value ($000) $1 Shares 77 Est. Cost $45.23 Unrealized -82.2%
Bristol-Myers Squibb Co Rights 0.0%
Value ($000) $1 Shares 220 Est. Cost $3.01 Unrealized
LEG Leggett & Platt Inc. 0.0%
Value ($000) $1 Shares 13 Est. Cost $49.02 Unrealized 0.0%
VRTS Virtus Investment Partners Inc 0.0%
Value ($000) $1 Shares 5 Est. Cost $99.31 Unrealized -8.8%
WSO Watsco Inc 0.0%
Value ($000) $1 Shares 3 Est. Cost $157.07 Unrealized +12.0%
WPX Energy Inc 0.0%
Value ($000) $0 Shares 33 Est. Cost $10.58 Unrealized
Penney (J C) Co Inc. 0.0%
Value ($000) $0 Shares 400 Est. Cost $3.02 Unrealized
VSMD Vasamed Inc 0.0%
Value ($000) $0 Shares 27,513 Est. Cost $0.01 Unrealized -0.2%
FLEX Flextronics International Ltd 0.0%
Value ($000) $0 Shares 25 Est. Cost $7.68 Unrealized +12.2%
Micro Focus International PLC 0.0%
Value ($000) $0 Shares 22 Est. Cost $14.14 Unrealized
Uniti Group Inc 0.0%
Value ($000) $0 Shares 30 Est. Cost $7.80 Unrealized
Regional Health Properties Inc 0.0%
Value ($000) $0 Shares 161 Est. Cost $0.37 Unrealized
GNOLF Genoil Inc Com 0.0%
Value ($000) $0 Shares 15,000 Est. Cost $0.03 Unrealized -21.9%
MAIN Main Street Capital Corp 0.0%
Value ($000) $0 Shares 5 Est. Cost $39.88 Unrealized +7.2%
ProShares UltraShort Oil & Gas 0.0%
Value ($000) $0 Shares 1 Est. Cost $217.00 Unrealized
SPB Spectrum Brands Holdings Inc 0.0%
Value ($000) $0 Shares 2 Est. Cost $56.67 Unrealized 0.0%
American International Group W 0.0%
Value ($000) $0 Shares 2 Est. Cost $16.50 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
China Rapid Finance Ltd ADR 0.0%
Value ($000) $0 Shares 12 Est. Cost $3.67 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
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
Titan Medical Inc 0.0%
Value ($000) $0 Shares 33 Est. Cost $5.61 Unrealized
RINO RINO International Corporation 0.0%
Value ($000) $0 Shares 100 Est. Cost $0.00 Unrealized +1235.0%
Wichita Develpoment Corp 0.0%
Value ($000) $0 Shares 333 Est. Cost Unrealized
Key Energy Services Inc Exp 12 0.0%
Value ($000) $0 Shares 8 Est. Cost Unrealized
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
Windstream Holdings Inc 0.0%
Value ($000) $0 Shares 5 Est. Cost $0.20 Unrealized
Preferred Apt Community Warran 0.0%
Value ($000) $0 Shares 100 Est. Cost Unrealized
Encorium Group Inc 0.0%
Value ($000) $0 Shares 52 Est. Cost Unrealized