BARTLETT & CO. WEALTH MANAGEMENT LLC Diversified Active

CIK: 0002010186 · Show all filings

Period: Q1 2020 (← Previous) (Next →)

Filing Date: Feb 13, 2024

Total Value ($000): $3,284,445 (100.0% shares, 0.0% debt)

Holdings (852)

MSFT Microsoft Corp 5.4%
Value ($000) $175,882 Shares 1,115,224 Est. Cost $98.81 Unrealized +58.2%
AAPL Apple Inc 4.4%
Value ($000) $145,981 Shares 574,075 Est. Cost $43.13 Unrealized +64.8%
MA Mastercard Inc 2.7%
Value ($000) $88,062 Shares 364,554 Est. Cost $163.70 Unrealized +75.8%
BRK/B Berkshire Hathaway Inc - Class 2.6%
Value ($000) $84,302 Shares 461,096 Est. Cost $205.61 Unrealized +3.4%
ABT Abbott Labs 2.5%
Value ($000) $81,066 Shares 1,027,317 Est. Cost $58.39 Unrealized +29.0%
AMGN Amgen Inc 2.4%
Value ($000) $77,890 Shares 384,204 Est. Cost $148.31 Unrealized +22.9%
GOOG Alphabet Inc Class C 2.3%
Value ($000) $75,657 Shares 65,064 Est. Cost $56.11 Unrealized +20.0%
PG Procter & Gamble Co 2.2%
Value ($000) $71,700 Shares 651,822 Est. Cost $72.09 Unrealized +44.0%
PEP Pepsico Inc 2.1%
Value ($000) $67,387 Shares 561,093 Est. Cost $92.84 Unrealized +21.5%
DIS Disney (Walt) Co 2.0%
Value ($000) $65,360 Shares 676,606 Est. Cost $112.48 Unrealized +9.8%
JPM JPMorgan Chase & Co 1.8%
Value ($000) $57,932 Shares 643,474 Est. Cost $92.46 Unrealized +12.1%
LOW Lowe's Companies Inc 1.7%
Value ($000) $56,903 Shares 661,281 Est. Cost $87.09 Unrealized +12.8%
TJX TJX Companies Inc. 1.6%
Value ($000) $54,154 Shares 1,132,686 Est. Cost $40.87 Unrealized +30.5%
VCIT Vanguard Intermediate Term Cor 1.6%
Value ($000) $51,830 Shares 595,132 Est. Cost $86.68 Unrealized
VCSH Vanguard Short-Term Corp Bond 1.6%
Value ($000) $51,616 Shares 652,547 Est. Cost $78.66 Unrealized
VZ Verizon Communications Inc 1.5%
Value ($000) $50,341 Shares 936,922 Est. Cost $33.54 Unrealized +22.3%
United Technologies Corp 1.5%
Value ($000) $50,326 Shares 533,515 Est. Cost $129.44 Unrealized
ACN Accenture PLC - Class A 1.5%
Value ($000) $47,906 Shares 293,436 Est. Cost $152.72 Unrealized +15.9%
BAX Baxter International Inc 1.4%
Value ($000) $45,014 Shares 552,936 Est. Cost $59.31 Unrealized +29.4%
INTC Intel Corp 1.3%
Value ($000) $44,212 Shares 816,926 Est. Cost $40.62 Unrealized +28.8%
USB US Bancorp 1.3%
Value ($000) $43,785 Shares 1,255,657 Est. Cost $39.84 Unrealized -6.6%
VOO Vanguard S&P 500 ETF 1.3%
Value ($000) $42,547 Shares 179,661 Est. Cost $247.53 Unrealized
BMY Bristol-Myers Squibb Co. 1.2%
Value ($000) $40,503 Shares 726,637 Est. Cost $44.59 Unrealized +8.9%
ENB Enbridge Inc 1.2%
Value ($000) $40,360 Shares 1,387,435 Est. Cost $21.93 Unrealized +14.0%
TMO Thermo Fisher Scientific Inc 1.2%
Value ($000) $39,636 Shares 139,652 Est. Cost $276.95 Unrealized +12.1%
JNJ Johnson & Johnson 1.2%
Value ($000) $39,018 Shares 297,554 Est. Cost $108.56 Unrealized +10.7%
NEE NextEra Energy Inc 1.1%
Value ($000) $37,273 Shares 154,906 Est. Cost $50.72 Unrealized +7.1%
ITW Illinois Tool Works 1.1%
Value ($000) $37,100 Shares 259,101 Est. Cost $133.11 Unrealized +10.9%
NSRGY Nestle SA Sponsored ADR 1.1%
Value ($000) $35,495 Shares 344,646 Est. Cost $103.55 Unrealized
VMBS Vanguard Mortgage-Backed Secur 1.1%
Value ($000) $35,023 Shares 642,617 Est. Cost $52.22 Unrealized
AMT American Tower REIT Inc 1.0%
Value ($000) $34,137 Shares 156,772 Est. Cost $121.26 Unrealized +62.6%
IEFA iShares Core MSCI EAFE 1.0%
Value ($000) $32,907 Shares 659,600 Est. Cost $64.84 Unrealized
Linde AG 1.0%
Value ($000) $31,436 Shares 181,711 Est. Cost $158.04 Unrealized
DE Deere Co 0.9%
Value ($000) $30,510 Shares 219,623 Est. Cost $142.09 Unrealized +2.5%
MCD McDonalds Corp 0.9%
Value ($000) $30,332 Shares 183,439 Est. Cost $150.33 Unrealized +14.3%
DUK Duke Energy Corp 0.9%
Value ($000) $30,259 Shares 374,121 Est. Cost $58.14 Unrealized +25.0%
CMCSA Comcast Corporation Class A 0.9%
Value ($000) $29,867 Shares 862,985 Est. Cost $37.01 Unrealized -2.6%
CVX Chevron Corp 0.9%
Value ($000) $29,223 Shares 403,293 Est. Cost $86.24 Unrealized -11.9%
ADI Analog Devices Inc 0.9%
Value ($000) $28,174 Shares 314,267 Est. Cost $78.90 Unrealized +24.6%
GOOGL Alphabet Inc Class A 0.9%
Value ($000) $28,036 Shares 24,128 Est. Cost $55.66 Unrealized +20.8%
NKE Nike Inc. 0.8%
Value ($000) $27,705 Shares 333,847 Est. Cost $59.73 Unrealized +43.8%
FIS Fidelity National Information 0.8%
Value ($000) $26,594 Shares 218,626 Est. Cost $117.84 Unrealized +4.5%
MKC McCormick & Co 0.8%
Value ($000) $26,589 Shares 188,294 Est. Cost $45.28 Unrealized +52.3%
AMZN Amazon.com Inc. 0.8%
Value ($000) $26,017 Shares 13,344 Est. Cost $95.57 Unrealized +1.3%
UNP Union Pacific Corp 0.7%
Value ($000) $24,461 Shares 173,434 Est. Cost $138.85 Unrealized +4.4%
Laboratory Corp Amer Hldgs 0.7%
Value ($000) $21,822 Shares 172,657 Est. Cost $161.49 Unrealized
CB Chubb Ltd 0.7%
Value ($000) $21,733 Shares 193,286 Est. Cost $126.42 Unrealized +3.2%
BRK/A Berkshire Hathaway Inc. Class 0.6%
Value ($000) $20,944 Shares 77 Est. Cost $309114.90 Unrealized +3.1%
SBUX Starbucks Corp. 0.6%
Value ($000) $20,062 Shares 305,166 Est. Cost $79.67 Unrealized -10.9%
NVS Novartis AG-ADR 0.6%
Value ($000) $19,595 Shares 237,663 Est. Cost $80.90 Unrealized
FDX Fedex Corp 0.6%
Value ($000) $19,518 Shares 160,090 Est. Cost $203.79 Unrealized -38.1%
GD General Dynamics Corporation 0.6%
Value ($000) $19,205 Shares 145,151 Est. Cost $153.38 Unrealized -5.5%
DEO Diageo P L C Spon ADR 0.6%
Value ($000) $18,373 Shares 142,985 Est. Cost $136.81 Unrealized
CRM Salesforce Com 0.6%
Value ($000) $18,277 Shares 126,944 Est. Cost $169.13 Unrealized +0.2%
UNH UnitedHealth Group Incorporate 0.5%
Value ($000) $17,994 Shares 72,154 Est. Cost $237.18 Unrealized +5.3%
GILD Gilead Sciences Inc. 0.5%
Value ($000) $17,472 Shares 233,710 Est. Cost $57.50 Unrealized -4.5%
WM Waste Management Inc. 0.5%
Value ($000) $17,466 Shares 188,702 Est. Cost $83.07 Unrealized +25.4%
Kansas City Southern 0.5%
Value ($000) $17,179 Shares 134,650 Est. Cost $110.22 Unrealized
WMT Walmart Inc 0.5%
Value ($000) $17,041 Shares 149,269 Est. Cost $34.23 Unrealized +3.3%
VTI Vanguard Total Stock Market VI 0.5%
Value ($000) $16,659 Shares 129,227 Est. Cost $144.21 Unrealized
AGG iShares Core Total U.S. Bond M 0.5%
Value ($000) $16,654 Shares 144,353 Est. Cost $109.41 Unrealized
META Facebook Inc Class A 0.5%
Value ($000) $15,291 Shares 91,672 Est. Cost $168.55 Unrealized +15.4%
ADP Automatic Data Processing 0.5%
Value ($000) $15,067 Shares 109,507 Est. Cost $101.11 Unrealized +40.4%
SCHB Schwab US Broad Market ETF 0.4%
Value ($000) $14,508 Shares 240,082 Est. Cost $63.43 Unrealized
MDY SPDR S&P MidCap 400 ETF Trust 0.4%
Value ($000) $14,276 Shares 54,078 Est. Cost $342.62 Unrealized
DHR Danaher Corp 0.4%
Value ($000) $14,244 Shares 102,778 Est. Cost $121.20 Unrealized +8.3%
NSC Norfolk Southern Corp. 0.4%
Value ($000) $14,242 Shares 97,548 Est. Cost $123.43 Unrealized +32.6%
XOM Exxon Mobil Corp 0.4%
Value ($000) $12,738 Shares 335,476 Est. Cost $55.17 Unrealized -23.7%
VEU Vanguard FTSE All-World Ex-US 0.4%
Value ($000) $12,344 Shares 300,937 Est. Cost $52.49 Unrealized
MRK Merck & Co. Inc. 0.4%
Value ($000) $12,233 Shares 157,738 Est. Cost $52.64 Unrealized +23.7%
UPS United Parcel Service Inc. 0.4%
Value ($000) $11,510 Shares 123,209 Est. Cost $87.32 Unrealized -6.2%
ORCL Oracle Corp 0.3%
Value ($000) $11,351 Shares 234,873 Est. Cost $44.41 Unrealized +7.0%
BDX Becton Dickinson & Co 0.3%
Value ($000) $10,914 Shares 47,499 Est. Cost $223.31 Unrealized +0.7%
SYY Sysco Corp. 0.3%
Value ($000) $10,705 Shares 234,596 Est. Cost $58.08 Unrealized +1.3%
LHX L3Harris Technologies 0.3%
Value ($000) $10,584 Shares 58,763 Est. Cost $180.55 Unrealized +0.8%
LMT Lockheed Martin Corp. 0.3%
Value ($000) $10,528 Shares 31,061 Est. Cost $306.72 Unrealized +9.2%
CSCO Cisco Systems Inc 0.3%
Value ($000) $10,421 Shares 265,097 Est. Cost $41.01 Unrealized -10.6%
MDLZ Mondelez Intl Inc CL A 0.3%
Value ($000) $10,210 Shares 202,737 Est. Cost $45.66 Unrealized +2.3%
ETN Eaton Corp PLC 0.3%
Value ($000) $9,894 Shares 127,349 Est. Cost $72.06 Unrealized +14.7%
ABBV Abbvie Inc 0.3%
Value ($000) $9,540 Shares 125,212 Est. Cost $74.75 Unrealized -10.1%
WEC WEC Energy Group Inc. 0.3%
Value ($000) $9,531 Shares 108,149 Est. Cost $48.39 Unrealized +64.3%
EG Everest Re Group Ltd 0.3%
Value ($000) $9,528 Shares 49,515 Est. Cost $220.83 Unrealized +2.3%
AXP American Express Company 0.3%
Value ($000) $9,007 Shares 105,213 Est. Cost $100.08 Unrealized +7.5%
CL Colgate-Palmolive Co. 0.3%
Value ($000) $8,996 Shares 135,570 Est. Cost $61.37 Unrealized +0.3%
VFC V F Corp. 0.3%
Value ($000) $8,507 Shares 157,302 Est. Cost $73.11 Unrealized +6.6%
MMM 3M Company 0.3%
Value ($000) $8,401 Shares 61,539 Est. Cost $119.01 Unrealized -11.0%
VBR Vanguard Small Cap Value VIPER 0.2%
Value ($000) $8,056 Shares 90,720 Est. Cost $128.86 Unrealized
CFR Cullen Frost Bankers 0.2%
Value ($000) $7,983 Shares 143,082 Est. Cost $81.62 Unrealized -16.5%
KO Coca Cola 0.2%
Value ($000) $7,961 Shares 178,265 Est. Cost $40.06 Unrealized +12.3%
EMR Emerson Electric Co. 0.2%
Value ($000) $7,846 Shares 164,667 Est. Cost $57.91 Unrealized -0.2%
IBM International Business Machine 0.2%
Value ($000) $7,647 Shares 68,932 Est. Cost $106.97 Unrealized -8.1%
EFA iShares MSCI EAFE ETF 0.2%
Value ($000) $7,572 Shares 141,631 Est. Cost $62.04 Unrealized
IEMG iShares Core MSCI Emerging Mar 0.2%
Value ($000) $7,198 Shares 177,861 Est. Cost $55.25 Unrealized
IWP iShares Russell Midcap Growth 0.2%
Value ($000) $7,017 Shares 57,710 Est. Cost $124.25 Unrealized
STZ Constellation Brands Inc 0.2%
Value ($000) $6,932 Shares 48,355 Est. Cost $180.85 Unrealized -11.5%
VBK Vanguard Small Cap Growth VIPE 0.2%
Value ($000) $6,844 Shares 45,537 Est. Cost $181.78 Unrealized
TRV Travelers Cos Inc 0.2%
Value ($000) $6,743 Shares 67,875 Est. Cost $129.41 Unrealized -15.3%
PFE Pfizer Inc. 0.2%
Value ($000) $6,681 Shares 204,692 Est. Cost $25.11 Unrealized +2.8%
KMB Kimberly Clark 0.2%
Value ($000) $6,654 Shares 51,593 Est. Cost $93.22 Unrealized +20.3%
SJM J.M. Smucker Company 0.2%
Value ($000) $6,616 Shares 59,605 Est. Cost $95.99 Unrealized -8.1%
SPY SPDR S&P 500 ETF Trust 0.2%
Value ($000) $6,440 Shares 24,850 Est. Cost $284.13 Unrealized
ROK Rockwell Automation Corporatio 0.2%
Value ($000) $6,419 Shares 42,534 Est. Cost $141.39 Unrealized +18.3%
T AT&T Inc 0.2%
Value ($000) $6,416 Shares 220,118 Est. Cost $16.06 Unrealized +13.1%
VWO Vanguard FTSE Emerging Markets 0.2%
Value ($000) $6,221 Shares 185,421 Est. Cost $46.85 Unrealized
SCZ iShares MSCI EAFE Small-Cap 0.2%
Value ($000) $6,142 Shares 137,003 Est. Cost $57.06 Unrealized
IGSB iShares Short-Term Corporate B 0.2%
Value ($000) $6,142 Shares 117,295 Est. Cost $61.41 Unrealized
HD Home Depot Inc. 0.2%
Value ($000) $5,742 Shares 30,756 Est. Cost $164.20 Unrealized +15.8%
TROW T Rowe Price Group Inc. 0.2%
Value ($000) $5,409 Shares 55,392 Est. Cost $82.11 Unrealized +16.4%
BSV Vanguard Short-Term Bond ETF 0.2%
Value ($000) $5,320 Shares 64,738 Est. Cost $82.07 Unrealized
VXF Vanguard Extended Market VIPER 0.2%
Value ($000) $5,203 Shares 57,468 Est. Cost $111.83 Unrealized
NTRS Northern Trust Corp. 0.2%
Value ($000) $5,178 Shares 67,989 Est. Cost $75.31 Unrealized +1.2%
VB Vanguard Small-Cap VIPERs 0.2%
Value ($000) $5,068 Shares 43,905 Est. Cost $152.68 Unrealized
JPST JP Morgan Ultra Short Income F 0.1%
Value ($000) $4,865 Shares 97,942 Est. Cost $50.53 Unrealized
MUB iShares S&P National AMT-Free 0.1%
Value ($000) $4,636 Shares 41,027 Est. Cost $110.83 Unrealized
IVE iShares S&P 500 Value ETF 0.1%
Value ($000) $4,497 Shares 46,723 Est. Cost $109.16 Unrealized
SCHZ Schwab U.S. Aggregate Bond ETF 0.1%
Value ($000) $4,461 Shares 82,201 Est. Cost $51.17 Unrealized
IWS iShares Russell MidCap Value E 0.1%
Value ($000) $4,289 Shares 66,914 Est. Cost $82.43 Unrealized
Western Asset Infl Linked Opps 0.1%
Value ($000) $4,269 Shares 446,541 Est. Cost $11.20 Unrealized
PFF iShares S&P US Preferred Stock 0.1%
Value ($000) $4,254 Shares 133,609 Est. Cost $37.31 Unrealized
IVV iShares Core S&P 500 ETF 0.1%
Value ($000) $3,940 Shares 15,246 Est. Cost $270.98 Unrealized
CINF Cincinnati Financial Corp 0.1%
Value ($000) $3,880 Shares 51,012 Est. Cost $60.86 Unrealized +40.2%
MBB iShares Barclays MBS ETF 0.1%
Value ($000) $3,725 Shares 33,730 Est. Cost $107.56 Unrealized
SCHW Charles Schwab Corp. 0.1%
Value ($000) $3,657 Shares 108,766 Est. Cost $38.20 Unrealized +1.2%
FNDX Schwab Fundamental US Large Co 0.1%
Value ($000) $3,573 Shares 114,045 Est. Cost $37.02 Unrealized
IWN iShares Russell 2000 Value ETF 0.1%
Value ($000) $3,570 Shares 43,517 Est. Cost $118.94 Unrealized
Nuveen Ohio Quality Income 0.1%
Value ($000) $3,535 Shares 239,198 Est. Cost $14.89 Unrealized
NVO Novo-Nordisk A/S ADR 0.1%
Value ($000) $3,503 Shares 57,437 Est. Cost $50.07 Unrealized
FMX Fomento Economico Mexicano SAB 0.1%
Value ($000) $3,406 Shares 56,282 Est. Cost $91.58 Unrealized
SCHF Schwab International Equity ET 0.1%
Value ($000) $3,319 Shares 128,438 Est. Cost $30.97 Unrealized
VO Vanguard Mid-Cap ETF 0.1%
Value ($000) $3,307 Shares 25,123 Est. Cost $167.54 Unrealized
IWR iShares Russell Midcap ETF 0.1%
Value ($000) $3,250 Shares 75,276 Est. Cost $65.05 Unrealized
SCHX Schwab U.S. Large-Cap ETF 0.1%
Value ($000) $3,182 Shares 51,946 Est. Cost $63.63 Unrealized
VTEB Vanguard Tax-Exempt Bond ETF 0.1%
Value ($000) $3,140 Shares 59,348 Est. Cost $51.12 Unrealized
MDT Medtronic plc 0.1%
Value ($000) $3,092 Shares 34,084 Est. Cost $86.38 Unrealized +4.4%
TGT Target Corp 0.1%
Value ($000) $3,092 Shares 33,254 Est. Cost $59.08 Unrealized +60.8%
MTB M&T Bank Corporation 0.1%
Value ($000) $2,983 Shares 28,844 Est. Cost $138.84 Unrealized -12.7%
XLK US Technology Select SPDR 0.1%
Value ($000) $2,967 Shares 36,911 Est. Cost $65.77 Unrealized
PM Philip Morris International 0.1%
Value ($000) $2,731 Shares 36,841 Est. Cost $65.26 Unrealized -6.9%
LLY Lilly (Eli) & Co. 0.1%
Value ($000) $2,707 Shares 19,517 Est. Cost $88.77 Unrealized +44.4%
PSA Public Storage 0.1%
Value ($000) $2,684 Shares 13,514 Est. Cost $191.84 Unrealized -13.2%
IWO iShares Russell 2000 Growth In 0.1%
Value ($000) $2,662 Shares 16,827 Est. Cost $190.09 Unrealized
XLY Consumer Discretionary Select 0.1%
Value ($000) $2,635 Shares 26,869 Est. Cost $101.23 Unrealized
COST Costco Wholesale Corp 0.1%
Value ($000) $2,617 Shares 9,180 Est. Cost $221.23 Unrealized +25.6%
WFC Wells Fargo & Co 0.1%
Value ($000) $2,580 Shares 89,905 Est. Cost $46.27 Unrealized -20.8%
IWM iShares Russell 2000 ETF 0.1%
Value ($000) $2,544 Shares 22,222 Est. Cost $150.73 Unrealized
VYM Vanguard High Dividend Yield E 0.1%
Value ($000) $2,531 Shares 35,781 Est. Cost $81.24 Unrealized
VYMI Vanguard Intl High Dividend Yi 0.1%
Value ($000) $2,422 Shares 53,488 Est. Cost $62.31 Unrealized
BND Vanguard Total Bond Market ETF 0.1%
Value ($000) $2,360 Shares 27,646 Est. Cost $81.62 Unrealized
VIG Vanguard Dividend Appreciation 0.1%
Value ($000) $2,318 Shares 22,423 Est. Cost $109.97 Unrealized
V Visa Inc 0.1%
Value ($000) $2,222 Shares 13,790 Est. Cost $155.51 Unrealized +16.2%
TIP iShares Barclays TIPS Bond ETF 0.1%
Value ($000) $2,123 Shares 18,006 Est. Cost $116.45 Unrealized
Cohen & Steers REIT PFD 0.1%
Value ($000) $2,089 Shares 129,575 Est. Cost $18.47 Unrealized
VFH Vanguard Financials ETF 0.1%
Value ($000) $2,079 Shares 40,985 Est. Cost $69.47 Unrealized
FLOT iShares Floating Rate Bond 0.1%
Value ($000) $2,078 Shares 42,639 Est. Cost $50.97 Unrealized
XLV Health Care Select Sector SPDR 0.1%
Value ($000) $2,065 Shares 23,310 Est. Cost $85.75 Unrealized
APD Air Products and Chemicals Inc 0.1%
Value ($000) $1,988 Shares 9,893 Est. Cost $189.88 Unrealized +3.8%
HON Honeywell International Inc. 0.1%
Value ($000) $1,911 Shares 14,280 Est. Cost $124.09 Unrealized +10.1%
CVS CVS Health Corp 0.1%
Value ($000) $1,904 Shares 32,100 Est. Cost $55.85 Unrealized -1.0%
VDC Vanguard Consumer Staples ETF 0.1%
Value ($000) $1,897 Shares 13,764 Est. Cost $134.99 Unrealized
CTAS Cintas Corp. 0.1%
Value ($000) $1,862 Shares 10,752 Est. Cost $49.34 Unrealized +25.2%
BA Boeing Co. 0.1%
Value ($000) $1,778 Shares 11,924 Est. Cost $333.04 Unrealized -18.1%
Walgreens Boots Alliance Inc 0.1%
Value ($000) $1,723 Shares 37,654 Est. Cost $61.82 Unrealized
ISRG Intuitive Surgical Inc New 0.1%
Value ($000) $1,718 Shares 3,470 Est. Cost $167.90 Unrealized +9.1%
IVOO Vanguard S&P Mid-Cap 400 Index 0.1%
Value ($000) $1,709 Shares 17,560 Est. Cost $126.73 Unrealized
Raytheon Company 0.1%
Value ($000) $1,656 Shares 12,630 Est. Cost $212.11 Unrealized
DNP Select Income Fund 0.1%
Value ($000) $1,656 Shares 168,075 Est. Cost $10.35 Unrealized
CSX C S X Corp. 0.0%
Value ($000) $1,625 Shares 28,363 Est. Cost $16.81 Unrealized +28.3%
QCOM Qualcomm Inc 0.0%
Value ($000) $1,597 Shares 23,601 Est. Cost $52.12 Unrealized +38.0%
SCHA Schwab US Small-Cap ETF 0.0%
Value ($000) $1,534 Shares 29,768 Est. Cost $68.09 Unrealized
SMB Vaneck Vectors AMT-Free Short 0.0%
Value ($000) $1,521 Shares 87,494 Est. Cost $17.35 Unrealized
IGIB iShares Intermediate-Term Corp 0.0%
Value ($000) $1,495 Shares 27,226 Est. Cost $78.02 Unrealized
Legg Mason 0.0%
Value ($000) $1,451 Shares 29,708 Est. Cost $37.48 Unrealized
D Dominion Energy Inc. 0.0%
Value ($000) $1,413 Shares 19,574 Est. Cost $57.63 Unrealized +9.5%
BF/B Brown Forman Corp Class B 0.0%
Value ($000) $1,354 Shares 24,280 Est. Cost $46.98 Unrealized +23.1%
VIS Vanguard Industrials ETF 0.0%
Value ($000) $1,323 Shares 11,990 Est. Cost $139.44 Unrealized
PNC PNC Financial Services Group 0.0%
Value ($000) $1,312 Shares 13,704 Est. Cost $117.63 Unrealized -7.9%
BK Bank of New York Mellon Corp 0.0%
Value ($000) $1,278 Shares 37,959 Est. Cost $43.66 Unrealized -19.0%
SCHG Schwab US Large-Cap Growth ETF 0.0%
Value ($000) $1,259 Shares 15,807 Est. Cost $71.85 Unrealized
BlackRock Core Bond Common 0.0%
Value ($000) $1,201 Shares 90,756 Est. Cost $13.13 Unrealized
EAGG iShares ESG U.S. Aggregate Bon 0.0%
Value ($000) $1,195 Shares 21,560 Est. Cost $54.04 Unrealized
IJR iShares Core S&P Small-Cap ETF 0.0%
Value ($000) $1,189 Shares 21,182 Est. Cost $77.24 Unrealized
SYK Stryker Corp. 0.0%
Value ($000) $1,187 Shares 7,108 Est. Cost $159.38 Unrealized +15.0%
BlackRock Inc 0.0%
Value ($000) $1,143 Shares 2,599 Est. Cost $535.32 Unrealized
COP ConocoPhillips 0.0%
Value ($000) $1,126 Shares 36,568 Est. Cost $44.85 Unrealized -8.6%
IBB iShares Nasdaq Biotechnology E 0.0%
Value ($000) $1,109 Shares 10,289 Est. Cost $107.46 Unrealized
MO Altria Group Inc. 0.0%
Value ($000) $1,098 Shares 27,786 Est. Cost $34.13 Unrealized -19.3%
FITB Fifth Third Bancorp 0.0%
Value ($000) $1,085 Shares 71,771 Est. Cost $23.69 Unrealized -17.0%
Neuberger Berman Intermediate 0.0%
Value ($000) $1,079 Shares 73,311 Est. Cost $14.77 Unrealized
KR Kroger Co. 0.0%
Value ($000) $1,076 Shares 35,726 Est. Cost $22.97 Unrealized +12.8%
Cerner Corp 0.0%
Value ($000) $989 Shares 15,700 Est. Cost $58.00 Unrealized
SCHM Schwab US Mid-Cap ETF 0.0%
Value ($000) $984 Shares 23,344 Est. Cost $50.27 Unrealized
EEM iShares MSCI Emerging Mkts ETF 0.0%
Value ($000) $978 Shares 28,666 Est. Cost $46.99 Unrealized
MLN VanEck Vectors AMT-Free Long M 0.0%
Value ($000) $974 Shares 47,671 Est. Cost $21.11 Unrealized
VT Vanguard Total World Stock Ind 0.0%
Value ($000) $968 Shares 15,412 Est. Cost $74.33 Unrealized
IWB iShares Russell 1000 ETF 0.0%
Value ($000) $963 Shares 6,803 Est. Cost $157.21 Unrealized
STWD Starwood Property Trust Inc 0.0%
Value ($000) $940 Shares 87,350 Est. Cost $24.70 Unrealized
VEA Vanguard FTSE Developed Market 0.0%
Value ($000) $938 Shares 28,120 Est. Cost $43.36 Unrealized
VUG Vanguard Growth VIPERs 0.0%
Value ($000) $922 Shares 5,884 Est. Cost $140.45 Unrealized
SCHE Schwab Emerging Markets Equity 0.0%
Value ($000) $908 Shares 43,866 Est. Cost $27.28 Unrealized
BOND PIMCO Active Bond ETF 0.0%
Value ($000) $849 Shares 7,998 Est. Cost $104.23 Unrealized
DCI Donaldson Inc. 0.0%
Value ($000) $847 Shares 21,917 Est. Cost $42.27 Unrealized +5.3%
PSX Phillips 66 0.0%
Value ($000) $833 Shares 15,518 Est. Cost $75.77 Unrealized -15.8%
IJH iShares Core S&P MidCap ETF 0.0%
Value ($000) $778 Shares 5,405 Est. Cost $195.77 Unrealized
Varian Medical Systems Inc 0.0%
Value ($000) $776 Shares 7,560 Est. Cost $123.47 Unrealized
VIOO Vanguard S&P Small-Cap 600 0.0%
Value ($000) $774 Shares 7,555 Est. Cost $147.57 Unrealized
AWK American Water Works Co Inc 0.0%
Value ($000) $731 Shares 6,113 Est. Cost $101.93 Unrealized +13.3%
EEMV iShares MSCI Emerging Markets 0.0%
Value ($000) $722 Shares 15,392 Est. Cost $62.34 Unrealized
MLM Martin Marietta Materials 0.0%
Value ($000) $720 Shares 3,805 Est. Cost $205.49 Unrealized +11.7%
HSY Hershey Company 0.0%
Value ($000) $698 Shares 5,267 Est. Cost $85.63 Unrealized +50.0%
Texas Pacific Land Trust 0.0%
Value ($000) $684 Shares 1,800 Est. Cost $649.57 Unrealized
VGT Vanguard Information Technolog 0.0%
Value ($000) $661 Shares 3,120 Est. Cost $193.32 Unrealized
SCHD Schwab U.S. Dividend Equity ET 0.0%
Value ($000) $639 Shares 14,207 Est. Cost $50.77 Unrealized
DVY iShares DJ Select Dividend ETF 0.0%
Value ($000) $620 Shares 8,425 Est. Cost $99.09 Unrealized
MFC Manulife Finl Corp 0.0%
Value ($000) $607 Shares 48,405 Est. Cost $19.96 Unrealized -13.0%
Aon Corp 0.0%
Value ($000) $607 Shares 3,675 Est. Cost $193.51 Unrealized
BUD Anheuser-Busch InBev SA/NV ADR 0.0%
Value ($000) $588 Shares 13,325 Est. Cost $107.63 Unrealized
GWW Grainger WW Inc. 0.0%
Value ($000) $582 Shares 2,342 Est. Cost $254.60 Unrealized +8.2%
ALL Allstate Corp. 0.0%
Value ($000) $578 Shares 6,260 Est. Cost $88.76 Unrealized +6.2%
IWF iShares Russell 1000 Growth ET 0.0%
Value ($000) $571 Shares 3,792 Est. Cost $149.34 Unrealized
JNK SPDR Barclays Capital High Yie 0.0%
Value ($000) $562 Shares 5,927 Est. Cost $95.87 Unrealized
PCAR Paccar Inc. 0.0%
Value ($000) $544 Shares 8,900 Est. Cost $34.62 Unrealized +10.4%
MCO Moodys Corp 0.0%
Value ($000) $539 Shares 2,550 Est. Cost $198.70 Unrealized +16.4%
FMC FMC Corp 0.0%
Value ($000) $536 Shares 6,525 Est. Cost $60.69 Unrealized +28.4%
Kellogg Co 0.0%
Value ($000) $530 Shares 8,836 Est. Cost $45.84 Unrealized +8.2%
BXP Boston Properties Inc. 0.0%
Value ($000) $530 Shares 5,686 Est. Cost $85.13 Unrealized +12.3%
ADBE Adobe Systems Inc. 0.0%
Value ($000) $525 Shares 1,650 Est. Cost $268.15 Unrealized +27.6%
SPLV Invesco S&P 500 Low Volatility 0.0%
Value ($000) $524 Shares 11,168 Est. Cost $46.65 Unrealized
BAC Bank of America Corporation 0.0%
Value ($000) $505 Shares 23,770 Est. Cost $24.91 Unrealized +4.0%
MRSH Marsh & McLennan Cos Inc 0.0%
Value ($000) $494 Shares 5,710 Est. Cost $76.81 Unrealized +26.7%
EW Edwards Lifesciences Corp 0.0%
Value ($000) $489 Shares 2,591 Est. Cost $50.53 Unrealized +42.7%
Xilinx Inc. 0.0%
Value ($000) $485 Shares 6,225 Est. Cost $73.83 Unrealized
HPQ HP Inc. 0.0%
Value ($000) $480 Shares 27,378 Est. Cost $17.23 Unrealized -4.3%
Nuveen California Quality Muni 0.0%
Value ($000) $477 Shares 34,700 Est. Cost $14.34 Unrealized
VPU Vanguard Utilities ETF 0.0%
Value ($000) $473 Shares 3,882 Est. Cost $112.67 Unrealized
SO Southern Company 0.0%
Value ($000) $470 Shares 8,682 Est. Cost $38.81 Unrealized +30.0%
IEX Idex Corporation 0.0%
Value ($000) $470 Shares 3,400 Est. Cost $153.63 Unrealized -4.9%
SCHO Schwab Short-Term US Treasury 0.0%
Value ($000) $469 Shares 9,065 Est. Cost $50.51 Unrealized
WU Western Union Co 0.0%
Value ($000) $468 Shares 25,789 Est. Cost $22.92 Unrealized
RGA Reinsurance Group of America I 0.0%
Value ($000) $448 Shares 5,325 Est. Cost $155.02 Unrealized -15.9%
Nuveen Arizona Quality Municip 0.0%
Value ($000) $429 Shares 34,500 Est. Cost $13.42 Unrealized
O Realty Income Corp 0.0%
Value ($000) $421 Shares 8,411 Est. Cost $50.29 Unrealized +3.1%
VSGX Vanguard ESG International Sto 0.0%
Value ($000) $412 Shares 10,000 Est. Cost $44.50 Unrealized
SWKS Skyworks Solutions Inc 0.0%
Value ($000) $411 Shares 4,600 Est. Cost $68.44 Unrealized +35.3%
PYPL PayPal Holdings Inc 0.0%
Value ($000) $411 Shares 4,294 Est. Cost $109.71 Unrealized +0.4%
ZBH Zimmer Biomet Holdings Inc 0.0%
Value ($000) $408 Shares 4,027 Est. Cost $111.02 Unrealized +12.5%
MUNI PIMCO Intermediate Municipal B 0.0%
Value ($000) $390 Shares 7,150 Est. Cost $54.44 Unrealized
GIS General Mills Inc. 0.0%
Value ($000) $381 Shares 7,229 Est. Cost $40.38 Unrealized +7.2%
GPC Genuine Parts Co. 0.0%
Value ($000) $379 Shares 5,567 Est. Cost $76.83 Unrealized -2.1%
OHI Omega Healthcare Investors Inc 0.0%
Value ($000) $373 Shares 14,046 Est. Cost $41.79 Unrealized
TFC Truist Finl Corp 0.0%
Value ($000) $369 Shares 11,954 Est. Cost $40.68 Unrealized -11.6%
XLB Materials Select Sector SPDR 0.0%
Value ($000) $364 Shares 8,080 Est. Cost $57.07 Unrealized
FISV Fiserv Inc. 0.0%
Value ($000) $354 Shares 3,728 Est. Cost $95.45 Unrealized +16.4%
Total S.A. 0.0%
Value ($000) $341 Shares 8,970 Est. Cost $58.50 Unrealized
PPG PPG Industries Inc. 0.0%
Value ($000) $336 Shares 4,017 Est. Cost $100.44 Unrealized -1.4%
TSLA Tesla Motors Inc Com 0.0%
Value ($000) $334 Shares 637 Est. Cost $22.72 Unrealized +82.4%
DOV Dover Corp. 0.0%
Value ($000) $332 Shares 3,958 Est. Cost $77.11 Unrealized +26.8%
MCHP Microchip Technology Inc 0.0%
Value ($000) $332 Shares 4,899 Est. Cost $40.19 Unrealized +4.5%
XBI SPDR S&P Biotech ETF 0.0%
Value ($000) $329 Shares 4,245 Est. Cost $87.73 Unrealized
Seagate Technology Inc 0.0%
Value ($000) $323 Shares 6,535 Est. Cost $49.87 Unrealized
WY Weyerhaeuser Co. 0.0%
Value ($000) $322 Shares 18,984 Est. Cost $21.39 Unrealized -1.0%
VV Vanguard Large-Cap VIPERs 0.0%
Value ($000) $311 Shares 2,622 Est. Cost $121.21 Unrealized
SCHV Schwab US Large-Cap Value ETF 0.0%
Value ($000) $307 Shares 6,940 Est. Cost $52.91 Unrealized
XRAY Dentsply Sirona Inc. 0.0%
Value ($000) $305 Shares 7,835 Est. Cost $58.82 Unrealized -13.4%
VLO Valero Energy Corp New 0.0%
Value ($000) $304 Shares 6,705 Est. Cost $62.57 Unrealized -8.6%
LQD iShares iBoxx $ Investment Gra 0.0%
Value ($000) $302 Shares 2,443 Est. Cost $117.46 Unrealized
MAR Marriott International Cl A 0.0%
Value ($000) $301 Shares 4,020 Est. Cost $128.94 Unrealized -7.2%
Brookfield Asset Management In 0.0%
Value ($000) $298 Shares 6,743 Est. Cost $45.79 Unrealized
General Electric 0.0%
Value ($000) $298 Shares 37,433 Est. Cost $11.50 Unrealized
TFX Teleflex Inc. 0.0%
Value ($000) $288 Shares 985 Est. Cost $258.92 Unrealized +30.0%
IVW iShares S&P 500 Growth ETF 0.0%
Value ($000) $284 Shares 1,722 Est. Cost $160.99 Unrealized
CMG Chipotle Mexican Grill Inc 0.0%
Value ($000) $281 Shares 429 Est. Cost $8.62 Unrealized +83.5%
TXN Texas Instruments Inc. 0.0%
Value ($000) $279 Shares 2,794 Est. Cost $96.91 Unrealized +4.9%
Royal Dutch Shell PLC Spons AD 0.0%
Value ($000) $278 Shares 7,957 Est. Cost $61.53 Unrealized
CAH Cardinal Health Inc. 0.0%
Value ($000) $274 Shares 5,657 Est. Cost $38.24 Unrealized +15.8%
DSI iShares MSCI KLD 400 Social ET 0.0%
Value ($000) $269 Shares 2,758 Est. Cost $110.91 Unrealized
DOW Dow Inc 0.0%
Value ($000) $265 Shares 9,070 Est. Cost $34.08 Unrealized -10.3%
CHD Church and Dwight Inc 0.0%
Value ($000) $263 Shares 4,102 Est. Cost $64.05 Unrealized +3.4%
DD DuPont De Nemours Inc 0.0%
Value ($000) $261 Shares 7,661 Est. Cost $26.47 Unrealized -31.4%
INTU Intuit Inc. 0.0%
Value ($000) $259 Shares 1,125 Est. Cost $263.94 Unrealized -1.2%
HPE Hewlett Packard Enterprise 0.0%
Value ($000) $252 Shares 25,685 Est. Cost $13.20 Unrealized -17.9%
Unilever N V 0.0%
Value ($000) $250 Shares 5,132 Est. Cost $59.14 Unrealized
VNQ Vanguard REIT Index ETF 0.0%
Value ($000) $244 Shares 3,499 Est. Cost $82.06 Unrealized
MINT PIMCO Enhanced Short Maturity 0.0%
Value ($000) $242 Shares 2,440 Est. Cost $101.58 Unrealized
BNDX Vanguard Total International B 0.0%
Value ($000) $237 Shares 4,213 Est. Cost $54.75 Unrealized
GLW Corning Incorporated 0.0%
Value ($000) $235 Shares 11,428 Est. Cost $25.11 Unrealized -12.0%
EL Estee Lauder Companies 0.0%
Value ($000) $231 Shares 1,449 Est. Cost $176.43 Unrealized +1.2%
MS Morgan Stanley 0.0%
Value ($000) $226 Shares 6,651 Est. Cost $35.73 Unrealized +9.6%
CAT Caterpillar Inc. 0.0%
Value ($000) $222 Shares 1,912 Est. Cost $111.97 Unrealized +1.3%
ELV Anthem Inc 0.0%
Value ($000) $216 Shares 952 Est. Cost $217.34 Unrealized +15.7%
MPC Marathon Petroleum Corp 0.0%
Value ($000) $213 Shares 9,031 Est. Cost $43.84 Unrealized -12.5%
SUSA iShares MSCI USA ESG Select 0.0%
Value ($000) $213 Shares 1,940 Est. Cost $113.42 Unrealized
CI Cigna Corp. 0.0%
Value ($000) $213 Shares 1,201 Est. Cost $146.58 Unrealized +21.1%
SLB Schlumberger Ltd 0.0%
Value ($000) $204 Shares 14,462 Est. Cost $41.96 Unrealized -39.7%
BP BP P.L.C Sponsored ADR 0.0%
Value ($000) $198 Shares 8,100 Est. Cost $38.10 Unrealized
IYM iShares Dow Jones US Basic Mat 0.0%
Value ($000) $196 Shares 2,830 Est. Cost $96.08 Unrealized
Glaxo Smithkline Sponsored PLC 0.0%
Value ($000) $192 Shares 5,032 Est. Cost $40.15 Unrealized
MCK McKesson Corporation 0.0%
Value ($000) $192 Shares 1,414 Est. Cost $144.29 Unrealized -2.4%
L Loews Corp. 0.0%
Value ($000) $190 Shares 5,466 Est. Cost $48.83 Unrealized -5.8%
SHW Sherwin Williams Corp 0.0%
Value ($000) $190 Shares 413 Est. Cost $160.93 Unrealized +6.4%
HRB Block H & R Inc. 0.0%
Value ($000) $189 Shares 13,200 Est. Cost $20.60 Unrealized -19.1%
NTAP Netapp Inc 0.0%
Value ($000) $188 Shares 4,500 Est. Cost $44.97 Unrealized -2.0%
VTIP Vanguard Short-Term Inflation- 0.0%
Value ($000) $184 Shares 3,775 Est. Cost $48.72 Unrealized
VSS Vanguard FTSE All-Wld ex-US Sm 0.0%
Value ($000) $180 Shares 2,300 Est. Cost $101.95 Unrealized
AJG Arthur J. Gallagher & Co 0.0%
Value ($000) $178 Shares 2,179 Est. Cost $82.93 Unrealized +7.8%
EPD Enterprise Prods Partners L P 0.0%
Value ($000) $178 Shares 12,416 Est. Cost $25.59 Unrealized
NXPI NXP Semiconductor NV 0.0%
Value ($000) $172 Shares 2,065 Est. Cost $103.60 Unrealized +2.4%
SWK Stanley Black & Decker Inc 0.0%
Value ($000) $170 Shares 1,698 Est. Cost $127.87 Unrealized -6.9%
Magellan Midstream Partners LP 0.0%
Value ($000) $168 Shares 4,614 Est. Cost $59.19 Unrealized
ECL Ecolab 0.0%
Value ($000) $166 Shares 1,059 Est. Cost $127.89 Unrealized +37.9%
ACGL Arch Capital Group LTD 0.0%
Value ($000) $165 Shares 5,800 Est. Cost $37.61 Unrealized +2.5%
AEP American Electric Power Inc 0.0%
Value ($000) $161 Shares 2,016 Est. Cost $53.31 Unrealized +43.6%
XEL Xcel Energy Inc. 0.0%
Value ($000) $156 Shares 2,575 Est. Cost $42.11 Unrealized +28.8%
PVI Invesco VRDO Tax-Free Weekly 0.0%
Value ($000) $156 Shares 6,246 Est. Cost $24.90 Unrealized
CTRA Cabot Oil & Gas Corporation 0.0%
Value ($000) $156 Shares 9,070 Est. Cost $17.88 Unrealized -32.9%
STE Steris PLC 0.0%
Value ($000) $154 Shares 1,100 Est. Cost $118.46 Unrealized +19.8%
FAST Fastenal Co. 0.0%
Value ($000) $149 Shares 4,768 Est. Cost $13.23 Unrealized +14.6%
CDK Global Inc 0.0%
Value ($000) $147 Shares 4,472 Est. Cost $57.77 Unrealized
SRCE 1st Source Corporation 0.0%
Value ($000) $146 Shares 4,500 Est. Cost $50.62 Unrealized
GS Goldman Sachs Group Inc. 0.0%
Value ($000) $146 Shares 943 Est. Cost $199.25 Unrealized -7.5%
WAFD Washington Federal Inc. 0.0%
Value ($000) $145 Shares 5,593 Est. Cost $27.70 Unrealized -5.6%
ADSK Autodesk Inc 0.0%
Value ($000) $145 Shares 926 Est. Cost $156.17 Unrealized +17.5%
CTSH Cognizant Technology Solutions 0.0%
Value ($000) $145 Shares 3,110 Est. Cost $64.24 Unrealized -15.2%
RGEN Repligen Corp 0.0%
Value ($000) $140 Shares 1,450 Est. Cost $35.17 Unrealized +174.5%
HE Hawaiian Elec Inds Inc. 0.0%
Value ($000) $139 Shares 3,225 Est. Cost $33.79 Unrealized +36.8%
Unilever PLC 0.0%
Value ($000) $138 Shares 2,732 Est. Cost $57.49 Unrealized
SRE Sempra Energy 0.0%
Value ($000) $137 Shares 1,210 Est. Cost $56.85 Unrealized +2.7%
Royal Dutch Shell PLC ADR B 0.0%
Value ($000) $136 Shares 4,178 Est. Cost $61.81 Unrealized
MSI Motorola Solutions Inc 0.0%
Value ($000) $136 Shares 1,022 Est. Cost $154.07 Unrealized +0.8%
SVB Financial Group 0.0%
Value ($000) $136 Shares 900 Est. Cost $240.01 Unrealized
QQQ Invesco QQQ Trust 0.0%
Value ($000) $136 Shares 712 Est. Cost $182.71 Unrealized
YUMC Yum China Holdings Inc 0.0%
Value ($000) $135 Shares 3,171 Est. Cost $41.64 Unrealized +7.1%
CHKP Check Point Software Tech LTD 0.0%
Value ($000) $134 Shares 1,330 Est. Cost $102.37 Unrealized +4.6%
FCNCA First Citizens Bancshares Inc 0.0%
Value ($000) $133 Shares 400 Est. Cost $419.26 Unrealized +8.3%
SPG Simon Property Group Inc 0.0%
Value ($000) $133 Shares 2,419 Est. Cost $107.46 Unrealized -19.9%
DLN Wisdomtree Large Cap Div Exch 0.0%
Value ($000) $131 Shares 1,614 Est. Cost $88.49 Unrealized
IWD iShares Russell 1000 Value ETF 0.0%
Value ($000) $131 Shares 1,317 Est. Cost $125.02 Unrealized
HSIC Henry Schein Inc. 0.0%
Value ($000) $130 Shares 2,570 Est. Cost $57.81 Unrealized +9.7%
VXUS Vanguard Total International S 0.0%
Value ($000) $129 Shares 3,068 Est. Cost $54.05 Unrealized
ESLT Elbit Systems LTD 0.0%
Value ($000) $128 Shares 1,000 Est. Cost $132.44 Unrealized +4.1%
YUM Yum! Brands Inc. 0.0%
Value ($000) $127 Shares 1,853 Est. Cost $79.31 Unrealized +5.4%
CHTR Charter Communications, Inc 0.0%
Value ($000) $126 Shares 288 Est. Cost $375.93 Unrealized +30.1%
C Citigroup Inc. 0.0%
Value ($000) $123 Shares 2,921 Est. Cost $53.82 Unrealized +0.7%
EOG EOG Res Inc 0.0%
Value ($000) $122 Shares 3,392 Est. Cost $76.56 Unrealized -35.1%
BABA Alibaba Group Holdings ADR 0.0%
Value ($000) $121 Shares 620 Est. Cost $189.62 Unrealized
SHM SPDR Nuveen Barclays Short-Ter 0.0%
Value ($000) $119 Shares 2,435 Est. Cost $48.25 Unrealized
MET Metlife Inc 0.0%
Value ($000) $117 Shares 3,839 Est. Cost $38.44 Unrealized -5.2%
iShares iBonds Dec 2020 Term C 0.0%
Value ($000) $116 Shares 4,588 Est. Cost $25.37 Unrealized
BF/A Brown Forman Corp Class A 0.0%
Value ($000) $116 Shares 2,250 Est. Cost $41.13 Unrealized +31.4%
TDS Telephone & Data Systems Inc. 0.0%
Value ($000) $115 Shares 6,875 Est. Cost $27.16 Unrealized -20.1%
CBRE CBRE Group Inc 0.0%
Value ($000) $115 Shares 3,041 Est. Cost $49.75 Unrealized +11.1%
Nuveen Dividend Advantage Muni 0.0%
Value ($000) $115 Shares 8,108 Est. Cost $14.14 Unrealized
CTVA Corteva Inc 0.0%
Value ($000) $113 Shares 4,796 Est. Cost $25.96 Unrealized -1.5%
NFLX Netflix Inc. 0.0%
Value ($000) $113 Shares 300 Est. Cost $29.84 Unrealized +18.6%
Putnam Premier Income 0.0%
Value ($000) $112 Shares 24,557 Est. Cost $5.26 Unrealized
HYS PIMCO 0-5 Year Hi Yld Corp Bon 0.0%
Value ($000) $111 Shares 1,300 Est. Cost $85.75 Unrealized
GPN Global Payments Inc 0.0%
Value ($000) $110 Shares 764 Est. Cost $155.23 Unrealized +12.3%
CLX Clorox Co. 0.0%
Value ($000) $109 Shares 630 Est. Cost $115.71 Unrealized +19.8%
XLF Financial Select Sector SPDR 0.0%
Value ($000) $109 Shares 5,225 Est. Cost $24.16 Unrealized
FBIN Fortune Brands Home & Security 0.0%
Value ($000) $108 Shares 2,500 Est. Cost $48.45 Unrealized -0.3%
SDY SPDR S&P Dividend ETF 0.0%
Value ($000) $108 Shares 1,352 Est. Cost $95.50 Unrealized
IDXX Idexx Laboratories 0.0%
Value ($000) $107 Shares 442 Est. Cost $278.27 Unrealized -6.2%
TTNDY Techtronic Industries Co Ltd A 0.0%
Value ($000) $106 Shares 3,300 Est. Cost $29.57 Unrealized
AMAT Applied Materials Inc. 0.0%
Value ($000) $105 Shares 2,300 Est. Cost $49.62 Unrealized +9.5%
AL Air Lease Corp Class A 0.0%
Value ($000) $105 Shares 4,690 Est. Cost $35.98 Unrealized -5.8%
REZ iShares Residential Real Estat 0.0%
Value ($000) $104 Shares 1,893 Est. Cost $75.34 Unrealized
PIPR Piper Sandler Cos 0.0%
Value ($000) $104 Shares 2,055 Est. Cost $88.45 Unrealized -19.4%
REGN Regeneron Pharmaceuticals Inc 0.0%
Value ($000) $102 Shares 209 Est. Cost $304.34 Unrealized +34.8%
EQR Equity Residential 0.0%
Value ($000) $100 Shares 1,606 Est. Cost $57.16 Unrealized +7.3%
America Movil S.A.B DE C.V. 0.0%
Value ($000) $99 Shares 8,400 Est. Cost $17.98 Unrealized
NOC Northrop Grumman Corp. 0.0%
Value ($000) $99 Shares 326 Est. Cost $317.46 Unrealized -0.6%
SCHC Schwab International Small-Cap 0.0%
Value ($000) $96 Shares 3,940 Est. Cost $30.08 Unrealized
SUI Sun Communities Inc. 0.0%
Value ($000) $96 Shares 765 Est. Cost $100.67 Unrealized
ALC Alcon Inc 0.0%
Value ($000) $95 Shares 1,865 Est. Cost $57.87 Unrealized -2.1%
SPDR Nuveen Barclays Muni Bond 0.0%
Value ($000) $94 Shares 1,873 Est. Cost $50.00 Unrealized
ICF iShares Cohen & Steers REIT ET 0.0%
Value ($000) $92 Shares 1,000 Est. Cost $93.30 Unrealized
AEE Ameren Corp. 0.0%
Value ($000) $90 Shares 1,229 Est. Cost $53.72 Unrealized +24.5%
AFG American Financial Group Inc. 0.0%
Value ($000) $88 Shares 1,251 Est. Cost $57.54 Unrealized -5.2%
BIV Vanguard Intermediate-term B 0.0%
Value ($000) $88 Shares 980 Est. Cost $89.33 Unrealized
OUNZ VanEck Merk Gold Trust 0.0%
Value ($000) $86 Shares 5,600 Est. Cost $14.42 Unrealized
APH Amphenol Corp 0.0%
Value ($000) $86 Shares 1,175 Est. Cost $22.25 Unrealized +1.3%
TMRAY Tomra Systems ASA 0.0%
Value ($000) $85 Shares 3,000 Est. Cost $20.73 Unrealized
PHO Invesco Water Resources ETF 0.0%
Value ($000) $85 Shares 2,700 Est. Cost $30.21 Unrealized
GNTX Gentex Corp. 0.0%
Value ($000) $84 Shares 3,800 Est. Cost $23.02 Unrealized +20.6%
Arconic Inc 0.0%
Value ($000) $84 Shares 5,216 Est. Cost $26.00 Unrealized
CACC Credit Acceptance Corp Mich 0.0%
Value ($000) $83 Shares 325 Est. Cost $331.36 Unrealized +21.7%
OGE OGE Energy Corp. 0.0%
Value ($000) $82 Shares 2,674 Est. Cost $31.58 Unrealized +28.1%
Canadian Pacific Railway Ltd 0.0%
Value ($000) $82 Shares 371 Est. Cost $184.39 Unrealized
KDDIY KDDI Corp ADR 0.0%
Value ($000) $80 Shares 5,500 Est. Cost $12.72 Unrealized
JPMorgan Alerian MLP ETN 0.0%
Value ($000) $80 Shares 8,865 Est. Cost $23.27 Unrealized
BIIB Biogen Inc 0.0%
Value ($000) $80 Shares 252 Est. Cost $240.85 Unrealized +26.0%
ED Consolidated Edison Inc. 0.0%
Value ($000) $80 Shares 1,020 Est. Cost $66.31 Unrealized +6.8%
SNY Sanofi ADR 0.0%
Value ($000) $79 Shares 1,813 Est. Cost $46.33 Unrealized
Templeton Dragon Fund Inc. 0.0%
Value ($000) $78 Shares 4,550 Est. Cost $22.24 Unrealized
Liberty Global PLC C 0.0%
Value ($000) $77 Shares 4,896 Est. Cost $30.43 Unrealized
Royce Value Tr Inc. 0.0%
Value ($000) $77 Shares 7,913 Est. Cost $15.37 Unrealized
EBF Ennis Inc. 0.0%
Value ($000) $76 Shares 4,071 Est. Cost $12.33 Unrealized +8.2%
EFG iShares MSCI Growth 0.0%
Value ($000) $76 Shares 1,075 Est. Cost $79.75 Unrealized
IP International Paper Company 0.0%
Value ($000) $76 Shares 2,446 Est. Cost $34.66 Unrealized -17.8%
EWJ iShares MSCI Japan ETF 0.0%
Value ($000) $76 Shares 1,537 Est. Cost $58.12 Unrealized
FTV Fortive Corporation 0.0%
Value ($000) $76 Shares 1,375 Est. Cost $44.87 Unrealized -5.0%
SYF Synchrony Financial 0.0%
Value ($000) $76 Shares 4,700 Est. Cost $30.49 Unrealized -17.4%
SAFT Safety Insurance Group Inc 0.0%
Value ($000) $74 Shares 875 Est. Cost $97.68 Unrealized -10.7%
NEOG Neogen Corp 0.0%
Value ($000) $74 Shares 1,100 Est. Cost $42.62 Unrealized -23.0%
ADM Archer-Daniels-Midland Co. 0.0%
Value ($000) $73 Shares 2,062 Est. Cost $33.86 Unrealized +2.0%
TSM Taiwan Semiconductor Co LTD Sp 0.0%
Value ($000) $72 Shares 1,501 Est. Cost $47.72 Unrealized
Jacobs Engineering Group Inc 0.0%
Value ($000) $71 Shares 900 Est. Cost $91.50 Unrealized
Citrix Systems Inc. 0.0%
Value ($000) $71 Shares 500 Est. Cost $93.14 Unrealized
NTDOY Nintendo Company Ltd ADR 0.0%
Value ($000) $70 Shares 1,460 Est. Cost $45.77 Unrealized
ALPMY Astellas Pharma Inc 0.0%
Value ($000) $70 Shares 4,600 Est. Cost $17.07 Unrealized
HBAN Huntington Bancshares Inc. 0.0%
Value ($000) $70 Shares 8,373 Est. Cost $11.01 Unrealized -15.6%
ZBRA Zebra Technologies Corp 0.0%
Value ($000) $70 Shares 381 Est. Cost $202.05 Unrealized +11.2%
OTEX Open Text Corp 0.0%
Value ($000) $68 Shares 1,960 Est. Cost $31.83 Unrealized +14.3%
UOVEY United Overseas Bank LTD 0.0%
Value ($000) $68 Shares 2,500 Est. Cost $40.86 Unrealized
ICLR Icon PLC 0.0%
Value ($000) $68 Shares 500 Est. Cost $114.70 Unrealized +39.6%
ALIZY Allianz SE ADR 0.0%
Value ($000) $68 Shares 4,000 Est. Cost $16.95 Unrealized
ADUS Addus HomeCare Corp 0.0%
Value ($000) $68 Shares 1,000 Est. Cost $54.63 Unrealized +58.3%
KB KB Financial Group Inc ADR 0.0%
Value ($000) $67 Shares 2,475 Est. Cost $27.19 Unrealized
BMO Bank Montreal Que 0.0%
Value ($000) $67 Shares 1,330 Est. Cost $55.44 Unrealized -5.0%
LNC Lincoln National Corp 0.0%
Value ($000) $65 Shares 2,472 Est. Cost $54.46 Unrealized -34.9%
PNW Pinnacle West Cap Corp 0.0%
Value ($000) $64 Shares 850 Est. Cost $68.68 Unrealized +2.4%
ATO Atmos Energy Corporation 0.0%
Value ($000) $64 Shares 645 Est. Cost $73.60 Unrealized +29.0%
AVA Avista Corp 0.0%
Value ($000) $64 Shares 1,500 Est. Cost $34.88 Unrealized +5.3%
NTR Nutrien Ltd 0.0%
Value ($000) $63 Shares 1,835 Est. Cost $38.37 Unrealized -14.5%
CNI Canadian National Railway 0.0%
Value ($000) $62 Shares 800 Est. Cost $68.97 Unrealized +13.0%
TD Toronto-Dominion Bank 0.0%
Value ($000) $62 Shares 1,465 Est. Cost $56.85 Unrealized -9.8%
SBA Communications Corp 0.0%
Value ($000) $62 Shares 222 Est. Cost $245.97 Unrealized
LULU Lululemon Athletica Inc 0.0%
Value ($000) $61 Shares 320 Est. Cost $186.29 Unrealized +20.1%
PFG Principal Financial Group Inc 0.0%
Value ($000) $60 Shares 1,924 Est. Cost $37.82 Unrealized -0.3%
Geely Automobile Holdings Ltd 0.0%
Value ($000) $60 Shares 2,050 Est. Cost $39.03 Unrealized
WHGLY WH Group LTD ADR 0.0%
Value ($000) $59 Shares 3,205 Est. Cost $21.39 Unrealized
SONY Sony Corp ADR 0.0%
Value ($000) $59 Shares 1,000 Est. Cost $48.34 Unrealized
NTTYY Nippon Telegraph & Telephone C 0.0%
Value ($000) $59 Shares 2,500 Est. Cost $35.22 Unrealized
SVNDY Seven & i Holdings Co Ltd ADR 0.0%
Value ($000) $59 Shares 3,560 Est. Cost $21.74 Unrealized
GGG Graco Incorporated 0.0%
Value ($000) $58 Shares 1,200 Est. Cost $42.42 Unrealized +12.2%
MKTX MarketAxess Holdings Inc 0.0%
Value ($000) $58 Shares 175 Est. Cost $192.09 Unrealized +70.2%
ES Eversource Energy 0.0%
Value ($000) $58 Shares 744 Est. Cost $62.70 Unrealized +12.7%
HYG iShares iBoxx High Yield Corp 0.0%
Value ($000) $58 Shares 755 Est. Cost $81.71 Unrealized
SBGSY Schneider Electric ADR 0.0%
Value ($000) $57 Shares 3,360 Est. Cost $17.42 Unrealized
IYE iShares US Energy 0.0%
Value ($000) $57 Shares 3,750 Est. Cost $31.30 Unrealized
DIA SPDR Dow Jones Industrial Avrg 0.0%
Value ($000) $57 Shares 260 Est. Cost $269.18 Unrealized
TOELY Tokyo Electron Ltd ADR 0.0%
Value ($000) $57 Shares 1,220 Est. Cost $46.55 Unrealized
NYF iShares New York Muni Bond ETF 0.0%
Value ($000) $57 Shares 1,000 Est. Cost $57.22 Unrealized
SHY iShares Barclays 1-3 Year Trea 0.0%
Value ($000) $56 Shares 650 Est. Cost $86.67 Unrealized
SHECY Shin-Etsu Chemical Co Ltd ADR 0.0%
Value ($000) $56 Shares 2,300 Est. Cost $24.45 Unrealized
VEOEY Veolia Environment SA ADR 0.0%
Value ($000) $55 Shares 2,615 Est. Cost $24.31 Unrealized
JAZZ Jazz Pharmaceuticals PLC 0.0%
Value ($000) $55 Shares 550 Est. Cost $146.69 Unrealized -11.9%
DRI Darden Restaurants Inc. 0.0%
Value ($000) $54 Shares 998 Est. Cost $76.11 Unrealized +8.8%
CMI Cummins Inc 0.0%
Value ($000) $54 Shares 400 Est. Cost $139.76 Unrealized -3.6%
WTRG Essential Utilities Inc 0.0%
Value ($000) $54 Shares 1,318 Est. Cost $47.18 Unrealized 0.0%
DWAHY Daiwa House Industry Co LTD AD 0.0%
Value ($000) $53 Shares 2,150 Est. Cost $32.50 Unrealized
Anixter International Inc. 0.0%
Value ($000) $53 Shares 600 Est. Cost $75.75 Unrealized
EVRG Evergy Inc 0.0%
Value ($000) $53 Shares 956 Est. Cost $49.36 Unrealized +5.4%
CHGCY Chugai Pharmaceutical Co., Ltd 0.0%
Value ($000) $52 Shares 230 Est. Cost $154.90 Unrealized
VOT Vanguard Mid-Cap Growth ETF 0.0%
Value ($000) $51 Shares 404 Est. Cost $148.11 Unrealized
PB Prosperity Bancshares Inc 0.0%
Value ($000) $51 Shares 1,050 Est. Cost $59.04 Unrealized -9.1%
SFTBY Softbank Corp ADR 0.0%
Value ($000) $51 Shares 2,880 Est. Cost $19.57 Unrealized
IFNNY Infineon Technologies AG ADR 0.0%
Value ($000) $51 Shares 3,500 Est. Cost $26.34 Unrealized
JBTM John Bean Technologies Corpora 0.0%
Value ($000) $51 Shares 682 Est. Cost $111.13 Unrealized -11.9%
CGEMY Capgemini SE ADR 0.0%
Value ($000) $50 Shares 3,000 Est. Cost $24.93 Unrealized
SUB iShares Short-Term National Mu 0.0%
Value ($000) $50 Shares 466 Est. Cost $105.64 Unrealized
VOD Vodafone Group PLC New 0.0%
Value ($000) $49 Shares 3,587 Est. Cost $20.02 Unrealized
FFBC First Finl Bancorp 0.0%
Value ($000) $49 Shares 3,300 Est. Cost $20.59 Unrealized -19.0%
DGX Quest Diagnostics Incorporated 0.0%
Value ($000) $49 Shares 609 Est. Cost $91.89 Unrealized +0.3%
LEA Lear Corp 0.0%
Value ($000) $49 Shares 600 Est. Cost $106.65 Unrealized -4.0%
Kirkland Lake Gold Ltd 0.0%
Value ($000) $49 Shares 1,640 Est. Cost $44.70 Unrealized
WestRock Co 0.0%
Value ($000) $49 Shares 1,722 Est. Cost $50.73 Unrealized
HP Helmerich & Payne 0.0%
Value ($000) $49 Shares 3,100 Est. Cost $64.34 Unrealized -45.2%
RHHBY Roche Holding AG 0.0%
Value ($000) $48 Shares 1,190 Est. Cost $40.57 Unrealized
IWV iShares Russell 3000 ETF 0.0%
Value ($000) $48 Shares 325 Est. Cost $160.79 Unrealized
CRH Plc ADR 0.0%
Value ($000) $48 Shares 1,750 Est. Cost $34.45 Unrealized
LNVGY Lenovo Group Ltd ADR 0.0%
Value ($000) $48 Shares 4,500 Est. Cost $17.09 Unrealized
DANOY Danone 0.0%
Value ($000) $48 Shares 3,775 Est. Cost $16.91 Unrealized
JOYY JOYY Inc ADR 0.0%
Value ($000) $48 Shares 900 Est. Cost $52.79 Unrealized
ADRNY Koninklijke Ahold Delhaize NV 0.0%
Value ($000) $48 Shares 2,040 Est. Cost $23.40 Unrealized
Tim Participacoes S.A. 0.0%
Value ($000) $48 Shares 3,920 Est. Cost $15.08 Unrealized
AGCO AGCO Corp 0.0%
Value ($000) $47 Shares 1,000 Est. Cost $52.90 Unrealized 0.0%
RDY Dr. Reddy Laboratories 0.0%
Value ($000) $47 Shares 1,165 Est. Cost $40.33 Unrealized
SPIB SPDR Portfolio Inter Term Corp 0.0%
Value ($000) $47 Shares 1,374 Est. Cost $34.29 Unrealized
MPT Medical Properties Trust Inc 0.0%
Value ($000) $46 Shares 2,600 Est. Cost $19.82 Unrealized
Stericycle Inc 0.0%
Value ($000) $45 Shares 925 Est. Cost $59.19 Unrealized
XEFLX Eaton Vance Floating Rate 0.0%
Value ($000) $45 Shares 6,000 Est. Cost $7.47 Unrealized
AER AerCap Holdings N.V. 0.0%
Value ($000) $44 Shares 1,950 Est. Cost $50.68 Unrealized -4.1%
ZTS Zoetis Inc Cl A 0.0%
Value ($000) $44 Shares 377 Est. Cost $93.24 Unrealized +34.4%
SNA Snap On Inc 0.0%
Value ($000) $44 Shares 400 Est. Cost $129.86 Unrealized -2.6%
SXT Sensient Technologies Corp 0.0%
Value ($000) $44 Shares 1,000 Est. Cost $71.99 Unrealized -23.5%
BR Broadridge Financial Solutions 0.0%
Value ($000) $43 Shares 455 Est. Cost $100.28 Unrealized +2.9%
Gabelli Equity Trust 0.0%
Value ($000) $43 Shares 9,934 Est. Cost $6.18 Unrealized
LCNB LCNB Corp 0.0%
Value ($000) $43 Shares 3,400 Est. Cost $13.40 Unrealized -9.4%
Templeton Emerg Mkts Income 0.0%
Value ($000) $43 Shares 5,725 Est. Cost $11.56 Unrealized
MU Micron Technology Inc 0.0%
Value ($000) $42 Shares 1,000 Est. Cost $47.42 Unrealized +7.0%
ARKAY Arkema SA ADR 0.0%
Value ($000) $42 Shares 625 Est. Cost $131.05 Unrealized
ABBNY ABB Ltd-Spon ADR 0.0%
Value ($000) $42 Shares 2,320 Est. Cost $23.74 Unrealized
PLD Prologis Inc. REIT 0.0%
Value ($000) $42 Shares 522 Est. Cost $50.36 Unrealized +47.2%
VHT Vanguard Health Care ETF 0.0%
Value ($000) $42 Shares 250 Est. Cost $168.31 Unrealized
KTOS Kratos Defense and Security So 0.0%
Value ($000) $42 Shares 3,000 Est. Cost $20.99 Unrealized -17.9%
RXL ProShares Ultra Health Care 0.0%
Value ($000) $41 Shares 456 Est. Cost $127.41 Unrealized
BlackRock Corp High Yld Fund 0.0%
Value ($000) $41 Shares 4,702 Est. Cost $10.59 Unrealized
SMG Scotts Miracle- Gro Company 0.0%
Value ($000) $41 Shares 400 Est. Cost $72.13 Unrealized +21.6%
GIB CGI Inc Class A 0.0%
Value ($000) $41 Shares 750 Est. Cost $66.29 Unrealized +8.8%
INGR Ingredion Inc 0.0%
Value ($000) $41 Shares 535 Est. Cost $102.11 Unrealized -15.9%
Meridian Bioscience Inc 0.0%
Value ($000) $41 Shares 4,839 Est. Cost $14.20 Unrealized
KNX Knight Transportation Inc 0.0%
Value ($000) $41 Shares 1,237 Est. Cost $32.55 Unrealized +2.2%
ROP Roper Technologies, Inc. 0.0%
Value ($000) $41 Shares 130 Est. Cost $333.07 Unrealized +2.7%
WING Wingstop Inc 0.0%
Value ($000) $40 Shares 500 Est. Cost $45.92 Unrealized +86.5%
NI Nisource Inc. 0.0%
Value ($000) $39 Shares 1,580 Est. Cost $23.74 Unrealized -4.5%
Tekla Healthcare Investors 0.0%
Value ($000) $39 Shares 2,199 Est. Cost $21.53 Unrealized
ROST Ross Stores inc 0.0%
Value ($000) $39 Shares 450 Est. Cost $85.36 Unrealized +18.0%
XLI Industrial Select Sector SPDR 0.0%
Value ($000) $39 Shares 655 Est. Cost $74.29 Unrealized
BX The Blackstone Group 0.0%
Value ($000) $38 Shares 831 Est. Cost $41.44 Unrealized +9.2%
UBSI United Bankshares Inc 0.0%
Value ($000) $37 Shares 1,600 Est. Cost $37.04 Unrealized -15.2%
FDN First Trust Dow Jones Internet 0.0%
Value ($000) $37 Shares 300 Est. Cost $134.64 Unrealized
RVTY PerkinElmer Inc Com 0.0%
Value ($000) $37 Shares 493 Est. Cost $84.20 Unrealized +4.0%
Blackrock Muniyield Quality Fd 0.0%
Value ($000) $37 Shares 2,887 Est. Cost $12.70 Unrealized
RY Royal Bk Canada 0.0%
Value ($000) $37 Shares 600 Est. Cost $81.18 Unrealized -8.6%
DLR Digital Realty Trust Inc 0.0%
Value ($000) $37 Shares 265 Est. Cost $97.90 Unrealized +5.9%
TCW Strategic Incm Fund 0.0%
Value ($000) $37 Shares 7,000 Est. Cost $5.25 Unrealized
ACM Aecom 0.0%
Value ($000) $37 Shares 1,226 Est. Cost $40.10 Unrealized +2.6%
LUV Southwest Airlines Co. 0.0%
Value ($000) $37 Shares 1,025 Est. Cost $49.01 Unrealized -6.2%
EFV iShares MSCI EAFE Value ETF 0.0%
Value ($000) $36 Shares 1,019 Est. Cost $54.55 Unrealized
PKG Packaging Corp of America 0.0%
Value ($000) $35 Shares 400 Est. Cost $94.52 Unrealized -14.3%
XMVFX Blackrock Munivest Fund 0.0%
Value ($000) $35 Shares 4,303 Est. Cost $8.90 Unrealized
MDU M D U Resources Group Inc. 0.0%
Value ($000) $34 Shares 1,581 Est. Cost $8.03 Unrealized +10.0%
HOMB Home BancShares Inc 0.0%
Value ($000) $34 Shares 2,845 Est. Cost $23.96 Unrealized -27.7%
Federal Realty Investment Trus 0.0%
Value ($000) $34 Shares 450 Est. Cost $117.11 Unrealized
ACSAY ACS Actividades de Construccci 0.0%
Value ($000) $34 Shares 8,912 Est. Cost $7.76 Unrealized
KHC The Kraft Heinz Co 0.0%
Value ($000) $33 Shares 1,351 Est. Cost $45.07 Unrealized -54.1%
MSTR Microstrategy Inc 0.0%
Value ($000) $33 Shares 280 Est. Cost $13.46 Unrealized +0.9%
KEY Keycorp New 0.0%
Value ($000) $32 Shares 3,100 Est. Cost $12.69 Unrealized -1.9%
WMB Williams Companies Inc. 0.0%
Value ($000) $32 Shares 2,252 Est. Cost $17.92 Unrealized -21.9%
VOOG Vanguard S&P 500 Growth Index 0.0%
Value ($000) $32 Shares 214 Est. Cost $162.25 Unrealized
PJP Invesco Dynamic Pharmaceutical 0.0%
Value ($000) $32 Shares 574 Est. Cost $67.21 Unrealized
CME CME Group Inc 0.0%
Value ($000) $31 Shares 180 Est. Cost $163.37 Unrealized -2.3%
Madison Square Garden Co Cl A 0.0%
Value ($000) $31 Shares 146 Est. Cost $279.94 Unrealized
PHG Koninklijke Philips N.V. 0.0%
Value ($000) $30 Shares 751 Est. Cost $38.50 Unrealized
HUM Humana Inc. 0.0%
Value ($000) $30 Shares 95 Est. Cost $265.25 Unrealized +20.6%
SPSB SPDR Portfolio Short Term Corp 0.0%
Value ($000) $29 Shares 965 Est. Cost $30.66 Unrealized
PZA Invesco National AMT-Free Muni 0.0%
Value ($000) $29 Shares 1,120 Est. Cost $25.80 Unrealized
DXC DXC Technology Company 0.0%
Value ($000) $28 Shares 2,149 Est. Cost $80.08 Unrealized -67.6%
BOX Box Inc 0.0%
Value ($000) $28 Shares 2,000 Est. Cost $16.05 Unrealized -7.3%
AVNS Avanos Medical Inc 0.0%
Value ($000) $28 Shares 1,042 Est. Cost $63.93 Unrealized -53.3%
Dish Network Corporation 0.0%
Value ($000) $28 Shares 1,400 Est. Cost $37.89 Unrealized
ET Energy Transfer LP 0.0%
Value ($000) $28 Shares 6,048 Est. Cost $15.73 Unrealized
XLU Utilities Select Sector SPDR 0.0%
Value ($000) $28 Shares 500 Est. Cost $64.74 Unrealized
IDU iShares US Utilities ETF 0.0%
Value ($000) $28 Shares 200 Est. Cost $162.86 Unrealized
Cohen & Steers Quality Income 0.0%
Value ($000) $27 Shares 3,000 Est. Cost $15.85 Unrealized
MLKN Miller Herman Inc. 0.0%
Value ($000) $27 Shares 1,200 Est. Cost $30.93 Unrealized -4.8%
Discover Financial Services 0.0%
Value ($000) $27 Shares 746 Est. Cost $81.09 Unrealized
Nuveen Floating Rate Income Fu 0.0%
Value ($000) $26 Shares 3,500 Est. Cost $7.49 Unrealized
Peoples United Financial Inc 0.0%
Value ($000) $26 Shares 2,350 Est. Cost $15.63 Unrealized
XBKNX Blackrock Quality Municipal Tr 0.0%
Value ($000) $26 Shares 1,700 Est. Cost $13.79 Unrealized
ASGN ASGN Inc 0.0%
Value ($000) $26 Shares 725 Est. Cost $86.37 Unrealized -34.4%
Teranga Gold Corp 0.0%
Value ($000) $26 Shares 5,211 Est. Cost $4.91 Unrealized
FXO First Trust Financials AlphaDE 0.0%
Value ($000) $26 Shares 1,210 Est. Cost $31.04 Unrealized
Nuveen Qty Pfd Inc Fd2 0.0%
Value ($000) $25 Shares 3,458 Est. Cost $9.84 Unrealized
TSCO Tractor Supply Co 0.0%
Value ($000) $25 Shares 298 Est. Cost $14.16 Unrealized +15.5%
AFL AFLAC Incorporated 0.0%
Value ($000) $25 Shares 732 Est. Cost $37.44 Unrealized +6.0%
AMP Ameriprise Financial Incorpora 0.0%
Value ($000) $25 Shares 241 Est. Cost $130.12 Unrealized +2.9%
Sirius XM Holdings Inc 0.0%
Value ($000) $25 Shares 4,960 Est. Cost $6.25 Unrealized
Blackrock Ltd Duration Inc Tr 0.0%
Value ($000) $24 Shares 1,900 Est. Cost $12.62 Unrealized
CNC Centene Corp 0.0%
Value ($000) $24 Shares 402 Est. Cost $48.70 Unrealized +24.6%
CCI Crown Castle International Cor 0.0%
Value ($000) $24 Shares 165 Est. Cost $111.82 Unrealized +2.7%
Carter Validus Mission II Clas 0.0%
Value ($000) $24 Shares 2,575 Est. Cost $9.25 Unrealized
RPM RPM Inc. - Ohio 0.0%
Value ($000) $24 Shares 400 Est. Cost $66.24 Unrealized +4.0%
CAG Conagra Inc. 0.0%
Value ($000) $23 Shares 800 Est. Cost $27.24 Unrealized -13.6%
Aaron's Inc 0.0%
Value ($000) $23 Shares 1,020 Est. Cost $54.49 Unrealized
HollyFrontier Corp 0.0%
Value ($000) $23 Shares 940 Est. Cost $53.59 Unrealized
HUBB Hubbell Inc 0.0%
Value ($000) $23 Shares 200 Est. Cost $111.96 Unrealized +8.3%
GVI iShares Barclays Int Govt/Cred 0.0%
Value ($000) $23 Shares 200 Est. Cost $108.28 Unrealized
STT State Street Corp 0.0%
Value ($000) $23 Shares 422 Est. Cost $72.88 Unrealized -21.4%
EMB iShares JPMorgan USD Emerg Mar 0.0%
Value ($000) $22 Shares 230 Est. Cost $111.98 Unrealized
FXH First Trust Health Care AlphaD 0.0%
Value ($000) $22 Shares 300 Est. Cost $73.97 Unrealized
MOS Mosaic Co 0.0%
Value ($000) $22 Shares 2,000 Est. Cost $15.11 Unrealized 0.0%
Liberty All-Star Equity Fund 0.0%
Value ($000) $21 Shares 4,427 Est. Cost $6.65 Unrealized
AZN Astrazena PLC -Spons ADR 0.0%
Value ($000) $21 Shares 477 Est. Cost $44.57 Unrealized
2U Inc 0.0%
Value ($000) $21 Shares 1,000 Est. Cost $16.28 Unrealized
CGNX Cognex Corp 0.0%
Value ($000) $21 Shares 500 Est. Cost $42.37 Unrealized +11.2%
EBAY eBay Inc. 0.0%
Value ($000) $21 Shares 700 Est. Cost $34.47 Unrealized -8.6%
EA Electronic Arts Inc 0.0%
Value ($000) $21 Shares 210 Est. Cost $91.34 Unrealized +12.0%
GM General Motors 0.0%
Value ($000) $21 Shares 1,001 Est. Cost $36.01 Unrealized -19.0%
MFS Charter Income Trust 0.0%
Value ($000) $21 Shares 2,800 Est. Cost $7.55 Unrealized
TXRH Texas Roadhouse Inc 0.0%
Value ($000) $21 Shares 500 Est. Cost $50.51 Unrealized -0.1%
TXNM PNM Resources Inc 0.0%
Value ($000) $20 Shares 538 Est. Cost $39.18 Unrealized +23.7%
KMX CarMax Inc 0.0%
Value ($000) $20 Shares 375 Est. Cost $69.32 Unrealized +22.1%
WELL Welltower Inc 0.0%
Value ($000) $20 Shares 440 Est. Cost $56.36 Unrealized +9.7%
IT Gartner Group Inc Cl A 0.0%
Value ($000) $20 Shares 202 Est. Cost $145.37 Unrealized -5.8%
PPL PPL Corporation 0.0%
Value ($000) $20 Shares 800 Est. Cost $21.97 Unrealized +14.7%
NSRGF Nestle SA 0.0%
Value ($000) $20 Shares 193 Est. Cost $88.43 Unrealized +1.5%
WAB Wabtec 0.0%
Value ($000) $20 Shares 407 Est. Cost $69.14 Unrealized -4.1%
FCX Freeport-McMoRan Inc 0.0%
Value ($000) $20 Shares 2,890 Est. Cost $9.74 Unrealized +0.5%
SNPS Synopsys Inc 0.0%
Value ($000) $19 Shares 150 Est. Cost $137.18 Unrealized +3.7%
Hanesbrands Inc 0.0%
Value ($000) $19 Shares 2,434 Est. Cost $15.87 Unrealized
XPHDX Pioneer Floating Rate 0.0%
Value ($000) $19 Shares 2,500 Est. Cost $7.65 Unrealized
Perspecta Inc 0.0%
Value ($000) $19 Shares 1,040 Est. Cost $20.71 Unrealized
KTB Kontoor Brands Inc 0.0%
Value ($000) $19 Shares 983 Est. Cost $29.07 Unrealized +22.7%
Nuveen AMT-Free QLTY Municipal 0.0%
Value ($000) $18 Shares 1,351 Est. Cost $13.20 Unrealized
PBR/A Petroleo Brasileiro SA ADR 0.0%
Value ($000) $18 Shares 3,360 Est. Cost $11.63 Unrealized
PLXS Plexus Corp 0.0%
Value ($000) $18 Shares 330 Est. Cost $59.30 Unrealized +13.8%
CRBN iShares MSCI ACWI Low Carbon T 0.0%
Value ($000) $18 Shares 175 Est. Cost $120.16 Unrealized
COR Amerisourcebergen Corp. 0.0%
Value ($000) $18 Shares 200 Est. Cost $70.03 Unrealized +6.6%
VYX NCR Corp. 0.0%
Value ($000) $18 Shares 1,000 Est. Cost $21.07 Unrealized -18.5%
Duke Realty Corporation 0.0%
Value ($000) $17 Shares 522 Est. Cost $26.48 Unrealized
PRU Prudential Financial Inc 0.0%
Value ($000) $17 Shares 323 Est. Cost $69.46 Unrealized -15.1%
FUL H B Fuller Co 0.0%
Value ($000) $17 Shares 600 Est. Cost $46.76 Unrealized -16.8%
TDC Teradata Corp 0.0%
Value ($000) $16 Shares 800 Est. Cost $38.68 Unrealized -40.4%
FE Firstenergy Corp. 0.0%
Value ($000) $16 Shares 400 Est. Cost $34.83 Unrealized +4.3%
XMVTX Blackrock Munivest Fund II 0.0%
Value ($000) $16 Shares 1,167 Est. Cost $14.41 Unrealized
IGM iShares North American Tech ET 0.0%
Value ($000) $16 Shares 75 Est. Cost $242.15 Unrealized
SU Suncor Energy Inc 0.0%
Value ($000) $16 Shares 1,000 Est. Cost $20.77 Unrealized 0.0%
Western Asset Muni Prtfd 0.0%
Value ($000) $15 Shares 1,120 Est. Cost $13.71 Unrealized
GVA Granite Construction Inc 0.0%
Value ($000) $15 Shares 1,000 Est. Cost $22.45 Unrealized 0.0%
NVDA Nvidia Corp 0.0%
Value ($000) $15 Shares 56 Est. Cost $4.18 Unrealized +50.2%
Gabelli Utility Trust 0.0%
Value ($000) $15 Shares 2,523 Est. Cost $6.99 Unrealized
BEN Franklin Resources Inc 0.0%
Value ($000) $15 Shares 862 Est. Cost $24.16 Unrealized -29.2%
LTC LTC Properties Reit Ord Shs 0.0%
Value ($000) $15 Shares 470 Est. Cost $51.22 Unrealized
Tenneco Inc 0.0%
Value ($000) $14 Shares 4,000 Est. Cost $14.93 Unrealized
Eaton Vance Tax-Managed Global 0.0%
Value ($000) $14 Shares 2,250 Est. Cost $7.46 Unrealized
FIW First Trust ISE Water 0.0%
Value ($000) $14 Shares 300 Est. Cost $47.75 Unrealized
ViacomCBS Inc 0.0%
Value ($000) $14 Shares 1,000 Est. Cost $41.97 Unrealized
SIEGY Siemens A G ADR 0.0%
Value ($000) $14 Shares 332 Est. Cost $63.66 Unrealized
LNT Alliant Energy Corporation 0.0%
Value ($000) $14 Shares 286 Est. Cost $30.84 Unrealized +47.4%
CODI Compass Diversified Holdings 0.0%
Value ($000) $13 Shares 1,000 Est. Cost $10.41 Unrealized +42.5%
Nuveen PA Invt Qty 0.0%
Value ($000) $13 Shares 1,000 Est. Cost $12.57 Unrealized
Eaton Vance Muni Inc Sh Ben In 0.0%
Value ($000) $13 Shares 1,114 Est. Cost $11.98 Unrealized
IRM Iron Mountain Inc 0.0%
Value ($000) $13 Shares 546 Est. Cost $22.54 Unrealized +0.1%
Blackstone / GSO Strategic Cre 0.0%
Value ($000) $13 Shares 1,280 Est. Cost $10.41 Unrealized
PAYX Paychex Inc. 0.0%
Value ($000) $13 Shares 210 Est. Cost $53.45 Unrealized +26.1%
TCF Financial Corporation 0.0%
Value ($000) $13 Shares 580 Est. Cost $38.07 Unrealized
CDW CDW Corp 0.0%
Value ($000) $13 Shares 140 Est. Cost $114.00 Unrealized 0.0%
EXC Exelon Corp 0.0%
Value ($000) $13 Shares 352 Est. Cost $23.66 Unrealized +7.6%
XIFR NextEra Energy Partners, LP 0.0%
Value ($000) $13 Shares 300 Est. Cost $40.48 Unrealized +30.9%
TREE LendingTree Inc 0.0%
Value ($000) $13 Shares 69 Est. Cost $328.15 Unrealized
RSP Invesco S&P 500 Equal Weight E 0.0%
Value ($000) $13 Shares 150 Est. Cost $111.20 Unrealized
DOC Healthpeak Properties Inc 0.0%
Value ($000) $13 Shares 528 Est. Cost $25.47 Unrealized -6.1%
XLE Energy Select Sector SPDR 0.0%
Value ($000) $12 Shares 430 Est. Cost $67.41 Unrealized
CNQ Canadian Natural Resource Ltd 0.0%
Value ($000) $12 Shares 900 Est. Cost $11.03 Unrealized -20.7%
WSM Williams Sonoma Inc. 0.0%
Value ($000) $12 Shares 289 Est. Cost $22.14 Unrealized +27.7%
SAM Boston Beer Co Inc Cl A 0.0%
Value ($000) $12 Shares 33 Est. Cost $183.93 Unrealized +101.6%
GIL Gildan Activewear Inc 0.0%
Value ($000) $12 Shares 900 Est. Cost $29.30 Unrealized -25.4%
WSBC Wesbanco Inc 0.0%
Value ($000) $12 Shares 495 Est. Cost $36.24 Unrealized -13.9%
BlackRock Credit Allocation In 0.0%
Value ($000) $12 Shares 1,019 Est. Cost $12.67 Unrealized
RYN Rayonier Inc. 0.0%
Value ($000) $12 Shares 500 Est. Cost $28.20 Unrealized
NNVC Nanoviricides Inc 0.0%
Value ($000) $12 Shares 2,036 Est. Cost $4.37 Unrealized +61.6%
FRCB First Republic Bank 0.0%
Value ($000) $12 Shares 142 Est. Cost $92.66 Unrealized +12.0%
BHP BHP Billiton Ltd 0.0%
Value ($000) $11 Shares 310 Est. Cost $44.43 Unrealized
AMD Advanced Micro Devices Inc 0.0%
Value ($000) $11 Shares 250 Est. Cost $11.86 Unrealized +306.3%
PEG Public Service Enterprise Grou 0.0%
Value ($000) $11 Shares 250 Est. Cost $48.05 Unrealized -8.1%
BTGOF BT Group Inc 0.0%
Value ($000) $11 Shares 7,500 Est. Cost $1.57 Unrealized 0.0%
WHR Whirlpool Corp 0.0%
Value ($000) $11 Shares 126 Est. Cost $162.37 Unrealized -19.1%
RIO Rio Tinto PLC Spnsrd ADR 0.0%
Value ($000) $11 Shares 225 Est. Cost $53.34 Unrealized
BKNG Booking Holdings Inc 0.0%
Value ($000) $11 Shares 8 Est. Cost $1806.63 Unrealized -4.4%
Level One Bancorp Inc 0.0%
Value ($000) $11 Shares 596 Est. Cost $27.20 Unrealized
KN Knowles Corp 0.0%
Value ($000) $11 Shares 800 Est. Cost $14.57 Unrealized +19.2%
Templeton Global Income Fund 0.0%
Value ($000) $11 Shares 2,000 Est. Cost $6.39 Unrealized
BSX Boston Scientific Corp. 0.0%
Value ($000) $11 Shares 322 Est. Cost $42.37 Unrealized -7.8%
ITM Vaneck Vectors AMT-Free Inter 0.0%
Value ($000) $10 Shares 212 Est. Cost $47.57 Unrealized
CPB Campbell Soup Co. 0.0%
Value ($000) $10 Shares 225 Est. Cost $35.04 Unrealized +13.1%
JKHY Jack Henry & Associates Inc 0.0%
Value ($000) $10 Shares 66 Est. Cost $131.22 Unrealized +10.2%
COF Capital One Financial Corporat 0.0%
Value ($000) $10 Shares 200 Est. Cost $80.40 Unrealized -1.2%
WH Wyndham Hotels & Resorts Inc 0.0%
Value ($000) $10 Shares 317 Est. Cost $60.97 Unrealized -16.6%
SPTS SPDR Portfolio Short Term Trea 0.0%
Value ($000) $10 Shares 325 Est. Cost $30.72 Unrealized
DEM Wisdomtree Emerging Mkt High Y 0.0%
Value ($000) $10 Shares 300 Est. Cost $42.20 Unrealized
GPDNF Groupe Danone 0.0%
Value ($000) $10 Shares 150 Est. Cost $81.90 Unrealized -10.0%
MIDD The Middleby Corp 0.0%
Value ($000) $9 Shares 167 Est. Cost $122.66 Unrealized -20.1%
DON WisdomTree MidCap Dividend 0.0%
Value ($000) $9 Shares 393 Est. Cost $34.12 Unrealized
Zivo Bioscience Inc 0.0%
Value ($000) $9 Shares 80,000 Est. Cost $0.10 Unrealized
NBTB NBT Bancorp Inc 0.0%
Value ($000) $9 Shares 288 Est. Cost $36.65 Unrealized -0.0%
LTRE Learning Tree International In 0.0%
Value ($000) $9 Shares 15,340 Est. Cost $1.12 Unrealized -46.8%
Discovery Inc - Class C 0.0%
Value ($000) $9 Shares 523 Est. Cost $19.52 Unrealized
EXAS Exact Sciences Corp 0.0%
Value ($000) $9 Shares 157 Est. Cost $87.91 Unrealized -7.7%
HURN Huron Consulting Group Inc 0.0%
Value ($000) $9 Shares 200 Est. Cost $58.42 Unrealized +3.4%
IDCC InterDigital Inc 0.0%
Value ($000) $9 Shares 200 Est. Cost $76.57 Unrealized -31.2%
WTRE WisdomTree Global ex-US Real E 0.0%
Value ($000) $9 Shares 400 Est. Cost $29.27 Unrealized
OXY Occidental Petroleum Corp. 0.0%
Value ($000) $9 Shares 709 Est. Cost $41.98 Unrealized -28.4%
Streamline Health Solutions In 0.0%
Value ($000) $9 Shares 10,200 Est. Cost $1.48 Unrealized
HUN Huntsman Corp 0.0%
Value ($000) $9 Shares 600 Est. Cost $32.73 Unrealized -40.4%
DG Dollar General Corporation 0.0%
Value ($000) $9 Shares 57 Est. Cost $145.94 Unrealized -2.5%
MGM MGM Resorts International 0.0%
Value ($000) $9 Shares 725 Est. Cost $33.68 Unrealized -24.2%
Advent Convertible and Income 0.0%
Value ($000) $9 Shares 800 Est. Cost $14.81 Unrealized
CHTH CNL Healthcare Properties Inc 0.0%
Value ($000) $8 Shares 1,062 Est. Cost $10.32 Unrealized
Nuveen Dividend Advantage Muni 0.0%
Value ($000) $8 Shares 600 Est. Cost $13.20 Unrealized
SF Stifel Financial Corp 0.0%
Value ($000) $8 Shares 200 Est. Cost $34.00 Unrealized +0.2%
FTS Fortis Inc 0.0%
Value ($000) $8 Shares 213 Est. Cost $32.03 Unrealized +2.2%
BASFY BASF SE Sponsored ADR 0.0%
Value ($000) $8 Shares 700 Est. Cost $24.62 Unrealized
DGRW WisdomTree US Quality Dividend 0.0%
Value ($000) $8 Shares 206 Est. Cost $38.91 Unrealized
ICE Intercontinental Exchange Inc 0.0%
Value ($000) $8 Shares 99 Est. Cost $84.06 Unrealized -0.1%
MRCC Monroe Capital Corp 0.0%
Value ($000) $8 Shares 1,117 Est. Cost $4.93 Unrealized -1.5%
GOVT iShares US Treasury Bond ETF 0.0%
Value ($000) $8 Shares 278 Est. Cost $28.01 Unrealized
Invesco Municipal Trust 0.0%
Value ($000) $8 Shares 664 Est. Cost $11.69 Unrealized
G Genpact Ltd 0.0%
Value ($000) $7 Shares 255 Est. Cost $36.41 Unrealized 0.0%
FEZ SPDR Euro Stoxx 50 0.0%
Value ($000) $7 Shares 250 Est. Cost $38.30 Unrealized
PSCF Invesco S&P SmallCap Financial 0.0%
Value ($000) $7 Shares 200 Est. Cost $54.37 Unrealized
HSBC HSBC Holdings PLC Sponsored AD 0.0%
Value ($000) $7 Shares 254 Est. Cost $48.72 Unrealized
LogMeIn Inc 0.0%
Value ($000) $7 Shares 85 Est. Cost $111.54 Unrealized
New Relic Inc 0.0%
Value ($000) $7 Shares 153 Est. Cost $65.71 Unrealized
Zynga Inc Class A 0.0%
Value ($000) $7 Shares 1,029 Est. Cost $4.13 Unrealized
Owens Illinois Inc 0.0%
Value ($000) $7 Shares 1,000 Est. Cost $7.00 Unrealized
F Ford Motor Co. 0.0%
Value ($000) $7 Shares 1,430 Est. Cost $6.32 Unrealized -10.6%
FleetCor Technologies Inc 0.0%
Value ($000) $7 Shares 37 Est. Cost $386.78 Unrealized
Wyndham Destinations Inc 0.0%
Value ($000) $7 Shares 317 Est. Cost $114.43 Unrealized
Western Asset Emerg Mkts Debt 0.0%
Value ($000) $7 Shares 636 Est. Cost $14.63 Unrealized
DELL Dell Technologies Inc 0.0%
Value ($000) $7 Shares 172 Est. Cost $24.17 Unrealized -12.5%
Nuveen Dividend Advantage Muni 0.0%
Value ($000) $7 Shares 435 Est. Cost $14.58 Unrealized
VAC Marriott Vacations Worldwide 0.0%
Value ($000) $7 Shares 119 Est. Cost $98.36 Unrealized +5.6%
MOAT VanEck Vectors Morningstar Wid 0.0%
Value ($000) $7 Shares 151 Est. Cost $43.74 Unrealized
ILCB iShares Morningstar Large-Cap 0.0%
Value ($000) $7 Shares 45 Est. Cost $153.32 Unrealized
CWI SPDR MSCI ACWI ex-US ETF 0.0%
Value ($000) $7 Shares 331 Est. Cost $30.23 Unrealized
HST Host Hotels & Resorts Inc 0.0%
Value ($000) $6 Shares 543 Est. Cost $13.53 Unrealized -9.3%
THG Hanover Insurance Group Inc 0.0%
Value ($000) $6 Shares 67 Est. Cost $96.92 Unrealized +10.9%
JLL Jones Lang LaSalle Inc 0.0%
Value ($000) $6 Shares 60 Est. Cost $138.16 Unrealized +8.7%
VMC Vulcan Materials Co 0.0%
Value ($000) $6 Shares 55 Est. Cost $133.67 Unrealized -9.1%
Liberty SiriusXM Group C 0.0%
Value ($000) $6 Shares 182 Est. Cost $41.15 Unrealized
UAA Under Armour Inc 0.0%
Value ($000) $6 Shares 710 Est. Cost $22.06 Unrealized -27.2%
GAA Cambria Global Asset Allocatio 0.0%
Value ($000) $6 Shares 250 Est. Cost $22.72 Unrealized
VREX Varex Imaging Corp 0.0%
Value ($000) $5 Shares 240 Est. Cost $38.13 Unrealized -32.4%
IYW iShares Dow Jones US Technolog 0.0%
Value ($000) $5 Shares 27 Est. Cost $171.74 Unrealized
Eaton Vance Tax-Advantaged Glo 0.0%
Value ($000) $5 Shares 300 Est. Cost $25.33 Unrealized
Hess Corp 0.0%
Value ($000) $5 Shares 156 Est. Cost $33.30 Unrealized
TEVA Teva Pharmaceutical-SP ADR 0.0%
Value ($000) $5 Shares 565 Est. Cost $23.49 Unrealized
IR Ingersoll-Rand PLC Shs 0.0%
Value ($000) $5 Shares 200 Est. Cost $31.60 Unrealized 0.0%
XLRE Real Estate Select Sector SPDR 0.0%
Value ($000) $5 Shares 160 Est. Cost $39.34 Unrealized
VMware, Inc CL A 0.0%
Value ($000) $5 Shares 40 Est. Cost $150.05 Unrealized
INRE Inland Real Estate Income Trus 0.0%
Value ($000) $5 Shares 245 Est. Cost $19.63 Unrealized
H Hyatt Hotels Corp 0.0%
Value ($000) $5 Shares 100 Est. Cost $74.19 Unrealized +0.5%
TE Connectivity Ltd 0.0%
Value ($000) $5 Shares 75 Est. Cost $99.44 Unrealized
Apergy Corp 0.0%
Value ($000) $5 Shares 815 Est. Cost $41.97 Unrealized
ALPS Alerian MLP ETF 0.0%
Value ($000) $5 Shares 1,355 Est. Cost $9.48 Unrealized
BFOR Barron's 400 ETF 0.0%
Value ($000) $5 Shares 148 Est. Cost $31.22 Unrealized
PowerShares S&P SmallCap Info 0.0%
Value ($000) $5 Shares 65 Est. Cost $85.80 Unrealized
NEM Newmont Corporation 0.0%
Value ($000) $5 Shares 100 Est. Cost $31.75 Unrealized +19.4%
Wisdom Tree U.S. ESG Fund 0.0%
Value ($000) $5 Shares 165 Est. Cost $31.14 Unrealized
SM SM Energy Company 0.0%
Value ($000) $5 Shares 3,700 Est. Cost $19.42 Unrealized -66.8%
Alexion Pharmaceuticals Inc 0.0%
Value ($000) $4 Shares 50 Est. Cost $111.46 Unrealized
DTE DTE Energy Company 0.0%
Value ($000) $4 Shares 45 Est. Cost $67.23 Unrealized +23.4%
EZM WisdomTree US MidCap Earnings 0.0%
Value ($000) $4 Shares 165 Est. Cost $38.68 Unrealized
EXPD Expeditors Intl Wash Inc 0.0%
Value ($000) $4 Shares 64 Est. Cost $67.86 Unrealized -2.0%
CVE Cenovus Energy Inc 0.0%
Value ($000) $4 Shares 2,034 Est. Cost $7.59 Unrealized -17.7%
IHE iShares Dow Jones US Pharmaceu 0.0%
Value ($000) $4 Shares 30 Est. Cost $147.53 Unrealized
QCLN First TR Clean Energy Green 0.0%
Value ($000) $4 Shares 200 Est. Cost $19.52 Unrealized
SSP E.W. Scripps Company 0.0%
Value ($000) $4 Shares 516 Est. Cost $10.35 Unrealized -10.3%
AKR Acadia Realty Trust 0.0%
Value ($000) $4 Shares 301 Est. Cost $12.68 Unrealized
Meredith Corp 0.0%
Value ($000) $4 Shares 300 Est. Cost $36.66 Unrealized
CVSA Adtalem Global Education Inc 0.0%
Value ($000) $4 Shares 132 Est. Cost $44.90 Unrealized -29.1%
Aspen Technology Inc 0.0%
Value ($000) $4 Shares 37 Est. Cost $123.08 Unrealized
PRSU Viad Corp 0.0%
Value ($000) $3 Shares 160 Est. Cost $66.87 Unrealized -23.2%
SON Sonoco Products Co 0.0%
Value ($000) $3 Shares 72 Est. Cost $47.51 Unrealized -9.3%
UA Under Armour Inc Cl C 0.0%
Value ($000) $3 Shares 412 Est. Cost $19.71 Unrealized -27.2%
RCL Royal Caribbean Cruises Ltd 0.0%
Value ($000) $3 Shares 100 Est. Cost $105.84 Unrealized -15.9%
Marathon Oil Corporation 0.0%
Value ($000) $3 Shares 1,000 Est. Cost $3.29 Unrealized
KWR Quaker Chemical Corp 0.0%
Value ($000) $3 Shares 26 Est. Cost $151.55 Unrealized +7.0%
SCHH Schwab US REIT ETF 0.0%
Value ($000) $3 Shares 100 Est. Cost $39.34 Unrealized
PTC PTC Inc 0.0%
Value ($000) $3 Shares 50 Est. Cost $73.07 Unrealized +1.3%
Aphria Inc 0.0%
Value ($000) $3 Shares 1,000 Est. Cost $5.19 Unrealized
XAR SPDR S&P Aerospace & Defense E 0.0%
Value ($000) $3 Shares 40 Est. Cost $109.10 Unrealized
EWH iShares MSCI Hong Kong ETF 0.0%
Value ($000) $3 Shares 150 Est. Cost $25.31 Unrealized
LMPMY Lee & Man Paper Mfg LTD ADR 0.0%
Value ($000) $3 Shares 500 Est. Cost $10.47 Unrealized
ITB iShares US Home Construction E 0.0%
Value ($000) $3 Shares 100 Est. Cost $43.31 Unrealized
PUBGY Publicis Groupe SA ADR 0.0%
Value ($000) $3 Shares 400 Est. Cost $12.34 Unrealized
Purefunds Cyber Security ETF 0.0%
Value ($000) $3 Shares 80 Est. Cost $35.67 Unrealized
LEG Leggett & Platt Inc. 0.0%
Value ($000) $3 Shares 104 Est. Cost $42.55 Unrealized -2.2%
BCE BCE Inc 0.0%
Value ($000) $3 Shares 67 Est. Cost $30.90 Unrealized -2.6%
Rivernorth Marketplace Lending 0.0%
Value ($000) $3 Shares 171 Est. Cost $20.40 Unrealized
SAIC Science Applications Internati 0.0%
Value ($000) $3 Shares 37 Est. Cost $78.17 Unrealized +6.8%
Eaton Vance Limited Duration I 0.0%
Value ($000) $3 Shares 255 Est. Cost $10.57 Unrealized
Apache Corp 0.0%
Value ($000) $3 Shares 640 Est. Cost $33.85 Unrealized
IEF iShares Barclays 7-10 Yr Treas 0.0%
Value ($000) $3 Shares 22 Est. Cost $121.50 Unrealized
HIG Hartford Financial Services Gr 0.0%
Value ($000) $3 Shares 75 Est. Cost $50.80 Unrealized -10.1%
Calamos Strategic Total Return 0.0%
Value ($000) $3 Shares 270 Est. Cost $12.72 Unrealized
MFS Intermediate Income Tr 0.0%
Value ($000) $3 Shares 725 Est. Cost $3.93 Unrealized
M Macys Inc 0.0%
Value ($000) $2 Shares 506 Est. Cost $25.73 Unrealized -47.3%
MDRX Allscripts Healthcare Solution 0.0%
Value ($000) $2 Shares 350 Est. Cost $10.26 Unrealized -21.0%
ICLN iShares Global Clean Energy ET 0.0%
Value ($000) $2 Shares 250 Est. Cost $9.50 Unrealized
JHG Janus Henderson Group PLC 0.0%
Value ($000) $2 Shares 144 Est. Cost $35.68 Unrealized -38.3%
KDP Keurig Dr Pepper Inc 0.0%
Value ($000) $2 Shares 88 Est. Cost $24.67 Unrealized -5.6%
Swiss Helvetia Fd Inc Com 0.0%
Value ($000) $2 Shares 307 Est. Cost $10.56 Unrealized
Bristol-Myers Squibb Co Rights 0.0%
Value ($000) $2 Shares 550 Est. Cost $3.48 Unrealized
VNM Vaneck Vectors Vietnam ETF 0.0%
Value ($000) $2 Shares 200 Est. Cost $19.56 Unrealized
RHI Robert Half Intl Inc 0.0%
Value ($000) $2 Shares 53 Est. Cost $56.39 Unrealized -4.0%
PBA Pembina Pipeline Corp 0.0%
Value ($000) $2 Shares 150 Est. Cost $23.51 Unrealized 0.0%
Covetrus Inc 0.0%
Value ($000) $2 Shares 240 Est. Cost $31.85 Unrealized
GMF SPDR S&P Emerging Asia Pacific 0.0%
Value ($000) $2 Shares 23 Est. Cost $84.91 Unrealized
DURECT Corp 0.0%
Value ($000) $2 Shares 1,259 Est. Cost $3.80 Unrealized
ERIC Ericsson L M Tel Co 0.0%
Value ($000) $2 Shares 240 Est. Cost $7.71 Unrealized
Thomson Reuters Corp 0.0%
Value ($000) $2 Shares 28 Est. Cost $67.86 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 -12.2%
Cedar Fair LP 0.0%
Value ($000) $2 Shares 98 Est. Cost $56.32 Unrealized
PH Parker Hannifin Corp. 0.0%
Value ($000) $2 Shares 12 Est. Cost $172.16 Unrealized -3.2%
MTUM iShares Edge MSCI USA Momentum 0.0%
Value ($000) $1 Shares 14 Est. Cost $106.50 Unrealized
IVZ Invesco Limited 0.0%
Value ($000) $1 Shares 163 Est. Cost $13.12 Unrealized -10.8%
PCY Invesco Emerging Markets Sover 0.0%
Value ($000) $1 Shares 59 Est. Cost $23.92 Unrealized
PowerShares S&P Global Water E 0.0%
Value ($000) $1 Shares 42 Est. Cost $33.50 Unrealized
OMC Omnicom Group Inc 0.0%
Value ($000) $1 Shares 25 Est. Cost $59.66 Unrealized -4.2%
VTV Vanguard Value ETF 0.0%
Value ($000) $1 Shares 15 Est. Cost $89.07 Unrealized
CCL Carnival Corp 0.0%
Value ($000) $1 Shares 100 Est. Cost $44.98 Unrealized -21.5%
BH Biglari Holdings Inc Class B 0.0%
Value ($000) $1 Shares 25 Est. Cost $226.63 Unrealized -56.6%
Eaton Vance Risk-Mgd Divers Eq 0.0%
Value ($000) $1 Shares 150 Est. Cost $8.99 Unrealized
Welbilt Inc 0.0%
Value ($000) $1 Shares 230 Est. Cost $16.86 Unrealized
Canopy Growth Corporation 0.0%
Value ($000) $1 Shares 80 Est. Cost $40.31 Unrealized
Granite Real Estate Investment 0.0%
Value ($000) $1 Shares 26 Est. Cost $41.46 Unrealized
EWS iShares MSCI Singapore Capped 0.0%
Value ($000) $1 Shares 62 Est. Cost $26.68 Unrealized
PNR Pentair PLC 0.0%
Value ($000) $1 Shares 35 Est. Cost $37.08 Unrealized 0.0%
ARI Apollo Commercial Real Estate 0.0%
Value ($000) $1 Shares 125 Est. Cost $19.63 Unrealized
Spark Energy Inc 0.0%
Value ($000) $1 Shares 152 Est. Cost $6.27 Unrealized
WSO Watsco Inc 0.0%
Value ($000) $1 Shares 6 Est. Cost $162.96 Unrealized +3.6%
ASIX Advansix Inc 0.0%
Value ($000) $1 Shares 85 Est. Cost $34.71 Unrealized -59.1%
GTX Garrett Motion Inc 0.0%
Value ($000) $1 Shares 267 Est. Cost $13.59 Unrealized -46.5%
BFH Alliance Data Systems Corp 0.0%
Value ($000) $1 Shares 22 Est. Cost $100.40 Unrealized -38.8%
Vonage Holdings Corp 0.0%
Value ($000) $1 Shares 100 Est. Cost $11.30 Unrealized
UNFI United Natural Foods Inc 0.0%
Value ($000) $1 Shares 77 Est. Cost $45.23 Unrealized -82.5%
DVN Devon Energy Corp New 0.0%
Value ($000) $1 Shares 100 Est. Cost $18.06 Unrealized -27.2%
REZI Resideo Technologies 0.0%
Value ($000) $1 Shares 137 Est. Cost $20.44 Unrealized -53.8%
SVC Service Properties Trust 0.0%
Value ($000) $1 Shares 118 Est. Cost $25.79 Unrealized
BH/A Biglari Holdings Inc Class A 0.0%
Value ($000) $1 Shares 2 Est. Cost $994.08 Unrealized -44.4%
BBU Brookfield Business Partners L 0.0%
Value ($000) $1 Shares 36 Est. Cost $36.00 Unrealized
EWM iShares MSCI Malaysia (Free) E 0.0%
Value ($000) $1 Shares 25 Est. Cost $36.16 Unrealized
CC The Chemours Co 0.0%
Value ($000) $1 Shares 65 Est. Cost $31.74 Unrealized -64.0%
NVT nVent Electric PLC 0.0%
Value ($000) $1 Shares 34 Est. Cost $20.80 Unrealized 0.0%
CRWD Crowdstrike Hldgs Inc Cl A 0.0%
Value ($000) $1 Shares 10 Est. Cost $56.47 Unrealized 0.0%
Aurora Cannabis Inc 0.0%
Value ($000) $0 Shares 550 Est. Cost $7.82 Unrealized
VLY Valley National Bank 0.0%
Value ($000) $0 Shares 60 Est. Cost $9.78 Unrealized 0.0%
ASX ASE Technology Holding Co Ltd 0.0%
Value ($000) $0 Shares 118 Est. Cost $3.74 Unrealized
NGG National Grid PLC 0.0%
Value ($000) $0 Shares 7 Est. Cost $58.29 Unrealized
Tilray Inc 0.0%
Value ($000) $0 Shares 55 Est. Cost $46.56 Unrealized
EPR EPR Properties 0.0%
Value ($000) $0 Shares 14 Est. Cost $55.79 Unrealized
TAP Molson Coors Brewing Co Cl B 0.0%
Value ($000) $0 Shares 8 Est. Cost $43.72 Unrealized 0.0%
Virtus Total Return Fund Inc 0.0%
Value ($000) $0 Shares 41 Est. Cost $7.20 Unrealized
VSMD Vasamed Inc 0.0%
Value ($000) $0 Shares 27,513 Est. Cost $0.01 Unrealized -9.3%
Regional Health Properties Inc 0.0%
Value ($000) $0 Shares 161 Est. Cost $0.37 Unrealized
Brookfield Real Assets Income 0.0%
Value ($000) $0 Shares 14 Est. Cost $14.71 Unrealized
Uniti Group Inc 0.0%
Value ($000) $0 Shares 30 Est. Cost $7.80 Unrealized
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
BHF Brighthouse Financial Inc. 0.0%
Value ($000) $0 Shares 4 Est. Cost $52.62 Unrealized -32.8%
Neuberger Berman MLP and Energ 0.0%
Value ($000) $0 Shares 31 Est. Cost $1.90 Unrealized
Motors Liq Co GUC Trust 0.0%
Value ($000) $0 Shares 5 Est. Cost $9.40 Unrealized
China Rapid Finance Ltd ADR 0.0%
Value ($000) $0 Shares 12 Est. Cost $3.67 Unrealized
Western Asset Global High Inc 0.0%
Value ($000) $0 Shares 2 Est. Cost $9.47 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
Frontier Communications Corpor 0.0%
Value ($000) $0 Shares 20 Est. Cost $0.85 Unrealized
American International Group W 0.0%
Value ($000) $0 Shares 2 Est. Cost $16.50 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 Unrealized
Key Energy Services Inc Exp 12 0.0%
Value ($000) $0 Shares 8 Est. Cost Unrealized
Wichita Develpoment Corp 0.0%
Value ($000) $0 Shares 333 Est. Cost Unrealized
Preferred Apt Cmntys I Warrant 0.0%
Value ($000) $0 Shares 125 Est. Cost Unrealized
TWER Towerstream Corp 0.0%
Value ($000) $0 Shares 1 Est. Cost $0.50 Unrealized 0.0%
Preferred Apt Community Warran 0.0%
Value ($000) $0 Shares 100 Est. Cost Unrealized
RINO RINO International Corporation 0.0%
Value ($000) $0 Shares 100 Est. Cost $0.00 Unrealized +2959.1%
Encorium Group Inc 0.0%
Value ($000) $0 Shares 52 Est. Cost Unrealized