BARTLETT & CO. WEALTH MANAGEMENT LLC Diversified Active

CIK: 0002010186 · Show all filings

Period: Q2 2020 (← Previous) (Next →)

Filing Date: Feb 13, 2024

Total Value ($000): $3,831,673 (100.0% shares, 0.0% debt)

Holdings (854)

MSFT Microsoft Corp 5.6%
Value ($000) $214,789 Shares 1,055,421 Est. Cost $98.81 Unrealized +75.1%
AAPL Apple Inc 5.4%
Value ($000) $207,198 Shares 567,976 Est. Cost $43.13 Unrealized +74.1%
MA Mastercard Inc 2.8%
Value ($000) $106,950 Shares 361,683 Est. Cost $163.70 Unrealized +67.0%
ABT Abbott Labs 2.5%
Value ($000) $94,122 Shares 1,029,447 Est. Cost $58.39 Unrealized +40.3%
GOOG Alphabet Inc Class C 2.4%
Value ($000) $91,869 Shares 64,989 Est. Cost $56.11 Unrealized +19.4%
AMGN Amgen Inc 2.4%
Value ($000) $90,741 Shares 384,723 Est. Cost $148.31 Unrealized +29.2%
LOW Lowe's Companies Inc 2.3%
Value ($000) $88,820 Shares 657,342 Est. Cost $87.09 Unrealized +18.6%
BRK/B Berkshire Hathaway Inc - Class 2.1%
Value ($000) $80,708 Shares 452,122 Est. Cost $205.61 Unrealized -11.2%
PG Procter & Gamble Co 2.0%
Value ($000) $77,793 Shares 650,606 Est. Cost $72.09 Unrealized +40.8%
DIS Disney (Walt) Co 2.0%
Value ($000) $75,221 Shares 674,564 Est. Cost $112.48 Unrealized -4.1%
PEP Pepsico Inc 1.9%
Value ($000) $74,178 Shares 560,849 Est. Cost $92.84 Unrealized +19.3%
ACN Accenture PLC - Class A 1.6%
Value ($000) $62,590 Shares 291,496 Est. Cost $152.72 Unrealized +14.3%
VCIT Vanguard Intermediate Term Cor 1.6%
Value ($000) $62,547 Shares 657,423 Est. Cost $87.49 Unrealized
JPM JPMorgan Chase & Co 1.6%
Value ($000) $61,652 Shares 655,455 Est. Cost $92.26 Unrealized -11.4%
TJX TJX Companies Inc. 1.5%
Value ($000) $57,041 Shares 1,128,174 Est. Cost $40.87 Unrealized +14.1%
VCSH Vanguard Short-Term Corp Bond 1.5%
Value ($000) $56,806 Shares 687,230 Est. Cost $78.86 Unrealized
VOO Vanguard S&P 500 ETF 1.4%
Value ($000) $53,593 Shares 188,140 Est. Cost $249.21 Unrealized
VZ Verizon Communications Inc 1.4%
Value ($000) $52,839 Shares 958,438 Est. Cost $33.71 Unrealized +20.9%
TMO Thermo Fisher Scientific Inc 1.3%
Value ($000) $50,245 Shares 138,583 Est. Cost $276.95 Unrealized +19.3%
INTC Intel Corp 1.3%
Value ($000) $48,544 Shares 811,358 Est. Cost $40.62 Unrealized +31.0%
BAX Baxter International Inc 1.2%
Value ($000) $47,478 Shares 549,852 Est. Cost $59.31 Unrealized +30.9%
BMY Bristol-Myers Squibb Co. 1.2%
Value ($000) $46,196 Shares 785,644 Est. Cost $44.84 Unrealized +6.9%
RTX Raytheon Technologies Corp 1.2%
Value ($000) $46,173 Shares 749,316 Est. Cost $54.61 Unrealized 0.0%
Linde AG 1.2%
Value ($000) $46,024 Shares 216,983 Est. Cost $166.83 Unrealized
NEE NextEra Energy Inc 1.2%
Value ($000) $45,289 Shares 188,570 Est. Cost $50.94 Unrealized +2.0%
ITW Illinois Tool Works 1.2%
Value ($000) $45,203 Shares 256,961 Est. Cost $133.11 Unrealized +7.4%
ENB Enbridge Inc 1.2%
Value ($000) $44,170 Shares 1,452,006 Est. Cost $21.89 Unrealized -3.6%
JNJ Johnson & Johnson 1.1%
Value ($000) $43,795 Shares 311,419 Est. Cost $109.26 Unrealized +13.7%
AMT American Tower REIT Inc 1.1%
Value ($000) $41,763 Shares 160,854 Est. Cost $123.52 Unrealized +70.5%
AMZN Amazon.com Inc. 1.1%
Value ($000) $41,134 Shares 14,910 Est. Cost $98.21 Unrealized +23.0%
ADI Analog Devices Inc 1.0%
Value ($000) $39,564 Shares 322,604 Est. Cost $79.43 Unrealized +25.1%
NSRGY Nestle SA Sponsored ADR 1.0%
Value ($000) $37,635 Shares 340,769 Est. Cost $103.55 Unrealized
VMBS Vanguard Mortgage-Backed Secur 1.0%
Value ($000) $37,151 Shares 683,302 Est. Cost $52.35 Unrealized
CRM Salesforce Com 1.0%
Value ($000) $36,836 Shares 196,635 Est. Cost $168.19 Unrealized -1.0%
IEFA iShares Core MSCI EAFE 1.0%
Value ($000) $36,478 Shares 638,178 Est. Cost $64.84 Unrealized
DUK Duke Energy Corp 0.9%
Value ($000) $34,977 Shares 437,819 Est. Cost $59.52 Unrealized +13.6%
CMCSA Comcast Corporation Class A 0.9%
Value ($000) $34,759 Shares 886,471 Est. Cost $36.90 Unrealized -11.2%
DE Deere Co 0.9%
Value ($000) $34,153 Shares 216,282 Est. Cost $142.09 Unrealized -5.5%
MKC McCormick & Co 0.9%
Value ($000) $33,626 Shares 187,425 Est. Cost $45.28 Unrealized +62.3%
GOOGL Alphabet Inc Class A 0.9%
Value ($000) $33,535 Shares 23,649 Est. Cost $55.66 Unrealized +20.2%
MCD McDonalds Corp 0.9%
Value ($000) $33,248 Shares 180,236 Est. Cost $150.33 Unrealized +7.1%
NKE Nike Inc. 0.8%
Value ($000) $32,539 Shares 331,031 Est. Cost $59.73 Unrealized +43.1%
FIS Fidelity National Information 0.8%
Value ($000) $31,458 Shares 234,605 Est. Cost $117.76 Unrealized -0.9%
WM Waste Management Inc. 0.8%
Value ($000) $29,740 Shares 280,807 Est. Cost $86.05 Unrealized +7.1%
Laboratory Corp Amer Hldgs 0.8%
Value ($000) $29,052 Shares 174,897 Est. Cost $161.54 Unrealized
UNP Union Pacific Corp 0.8%
Value ($000) $28,982 Shares 171,418 Est. Cost $138.85 Unrealized +1.9%
TROW T Rowe Price Group Inc. 0.7%
Value ($000) $28,581 Shares 231,424 Est. Cost $87.99 Unrealized +2.1%
UNH UnitedHealth Group Incorporate 0.7%
Value ($000) $28,272 Shares 95,854 Est. Cost $243.10 Unrealized +7.4%
USB US Bancorp 0.6%
Value ($000) $24,689 Shares 662,962 Est. Cost $39.84 Unrealized -30.1%
CB Chubb Ltd 0.6%
Value ($000) $23,865 Shares 187,339 Est. Cost $126.42 Unrealized -16.0%
SBUX Starbucks Corp. 0.6%
Value ($000) $22,273 Shares 302,660 Est. Cost $79.67 Unrealized -16.7%
GD General Dynamics Corporation 0.6%
Value ($000) $21,827 Shares 146,037 Est. Cost $153.38 Unrealized -19.0%
META Facebook Inc Class A 0.6%
Value ($000) $21,628 Shares 95,246 Est. Cost $170.01 Unrealized +22.0%
FDX Fedex Corp 0.6%
Value ($000) $21,601 Shares 153,344 Est. Cost $203.79 Unrealized -44.5%
BRK/A Berkshire Hathaway Inc. Class 0.5%
Value ($000) $20,582 Shares 77 Est. Cost $309114.90 Unrealized -11.3%
NVS Novartis AG-ADR 0.5%
Value ($000) $20,487 Shares 234,571 Est. Cost $80.90 Unrealized
Kansas City Southern 0.5%
Value ($000) $20,277 Shares 135,462 Est. Cost $110.22 Unrealized
VTI Vanguard Total Stock Market VI 0.5%
Value ($000) $19,794 Shares 126,453 Est. Cost $144.21 Unrealized
AGG iShares Core Total U.S. Bond M 0.5%
Value ($000) $19,524 Shares 165,165 Est. Cost $110.52 Unrealized
DEO Diageo P L C Spon ADR 0.5%
Value ($000) $18,875 Shares 140,449 Est. Cost $136.81 Unrealized
SCHB Schwab US Broad Market ETF 0.5%
Value ($000) $17,869 Shares 243,220 Est. Cost $63.56 Unrealized
DHR Danaher Corp 0.5%
Value ($000) $17,751 Shares 100,286 Est. Cost $121.20 Unrealized +15.5%
MDY SPDR S&P MidCap 400 ETF Trust 0.5%
Value ($000) $17,609 Shares 54,079 Est. Cost $342.62 Unrealized
WMT Walmart Inc 0.5%
Value ($000) $17,254 Shares 144,043 Est. Cost $34.23 Unrealized +11.2%
NSC Norfolk Southern Corp. 0.4%
Value ($000) $16,653 Shares 94,852 Est. Cost $123.43 Unrealized +22.3%
ADP Automatic Data Processing 0.4%
Value ($000) $16,491 Shares 110,090 Est. Cost $101.11 Unrealized +25.6%
GILD Gilead Sciences Inc. 0.4%
Value ($000) $16,379 Shares 212,885 Est. Cost $57.50 Unrealized +6.9%
CVX Chevron Corp 0.4%
Value ($000) $14,975 Shares 167,824 Est. Cost $86.24 Unrealized -19.0%
COST Costco Wholesale Corp 0.4%
Value ($000) $14,405 Shares 47,507 Est. Cost $267.98 Unrealized +4.2%
UPS United Parcel Service Inc. 0.3%
Value ($000) $12,610 Shares 113,416 Est. Cost $87.32 Unrealized -8.7%
SYY Sysco Corp. 0.3%
Value ($000) $12,604 Shares 230,591 Est. Cost $58.08 Unrealized -22.2%
VEU Vanguard FTSE All-World Ex-US 0.3%
Value ($000) $12,311 Shares 258,582 Est. Cost $52.49 Unrealized
MRK Merck & Co. Inc. 0.3%
Value ($000) $12,290 Shares 157,714 Est. Cost $52.64 Unrealized +19.4%
ABBV Abbvie Inc 0.3%
Value ($000) $12,144 Shares 123,687 Est. Cost $74.75 Unrealized -5.7%
XOM Exxon Mobil Corp 0.3%
Value ($000) $11,981 Shares 267,907 Est. Cost $55.17 Unrealized -36.9%
CSCO Cisco Systems Inc 0.3%
Value ($000) $11,799 Shares 252,970 Est. Cost $41.01 Unrealized -9.8%
BDX Becton Dickinson & Co 0.3%
Value ($000) $11,347 Shares 47,424 Est. Cost $223.31 Unrealized -1.3%
LMT Lockheed Martin Corp. 0.3%
Value ($000) $11,260 Shares 30,855 Est. Cost $306.72 Unrealized +5.5%
CFR Cullen Frost Bankers 0.3%
Value ($000) $10,373 Shares 138,837 Est. Cost $81.62 Unrealized -28.0%
MDLZ Mondelez Intl Inc CL A 0.3%
Value ($000) $10,011 Shares 194,726 Est. Cost $45.66 Unrealized -2.4%
AXP American Express Company 0.3%
Value ($000) $9,918 Shares 104,183 Est. Cost $100.08 Unrealized -14.5%
EMR Emerson Electric Co. 0.3%
Value ($000) $9,907 Shares 159,710 Est. Cost $57.91 Unrealized -13.2%
LHX L3Harris Technologies 0.3%
Value ($000) $9,878 Shares 58,221 Est. Cost $180.55 Unrealized -7.1%
CL Colgate-Palmolive Co. 0.3%
Value ($000) $9,841 Shares 134,334 Est. Cost $61.37 Unrealized +1.6%
IWP iShares Russell Midcap Growth 0.3%
Value ($000) $9,665 Shares 61,126 Est. Cost $126.14 Unrealized
VBR Vanguard Small Cap Value VIPER 0.3%
Value ($000) $9,590 Shares 89,695 Est. Cost $128.86 Unrealized
EFA iShares MSCI EAFE ETF 0.2%
Value ($000) $9,075 Shares 149,084 Est. Cost $61.98 Unrealized
WEC WEC Energy Group Inc. 0.2%
Value ($000) $9,059 Shares 103,356 Est. Cost $48.39 Unrealized +55.2%
VBK Vanguard Small Cap Growth VIPE 0.2%
Value ($000) $9,039 Shares 45,287 Est. Cost $181.78 Unrealized
ROK Rockwell Automation Corporatio 0.2%
Value ($000) $8,967 Shares 42,099 Est. Cost $141.39 Unrealized +24.2%
VFC V F Corp. 0.2%
Value ($000) $8,917 Shares 146,332 Est. Cost $73.11 Unrealized -20.3%
IEMG iShares Core MSCI Emerging Mar 0.2%
Value ($000) $8,879 Shares 186,538 Est. Cost $54.90 Unrealized
MMM 3M Company 0.2%
Value ($000) $8,682 Shares 55,661 Est. Cost $119.01 Unrealized -13.9%
KO Coca Cola 0.2%
Value ($000) $7,962 Shares 176,579 Est. Cost $40.06 Unrealized -3.3%
IBM International Business Machine 0.2%
Value ($000) $7,899 Shares 65,402 Est. Cost $106.97 Unrealized -14.6%
SPY SPDR S&P 500 ETF Trust 0.2%
Value ($000) $7,831 Shares 25,304 Est. Cost $284.58 Unrealized
HD Home Depot Inc. 0.2%
Value ($000) $7,808 Shares 31,169 Est. Cost $164.67 Unrealized +21.3%
TRV Travelers Cos Inc 0.2%
Value ($000) $7,415 Shares 65,017 Est. Cost $129.41 Unrealized -27.7%
KMB Kimberly Clark 0.2%
Value ($000) $7,397 Shares 51,932 Est. Cost $93.22 Unrealized +20.9%
STZ Constellation Brands Inc 0.2%
Value ($000) $7,367 Shares 42,110 Est. Cost $180.85 Unrealized -16.0%
VWO Vanguard FTSE Emerging Markets 0.2%
Value ($000) $7,288 Shares 184,001 Est. Cost $46.85 Unrealized
IGSB iShares Short-Term Corporate B 0.2%
Value ($000) $7,021 Shares 128,333 Est. Cost $60.84 Unrealized
JPST JP Morgan Ultra Short Income F 0.2%
Value ($000) $6,888 Shares 135,778 Est. Cost $50.59 Unrealized
BSV Vanguard Short-Term Bond ETF 0.2%
Value ($000) $6,869 Shares 82,643 Est. Cost $82.30 Unrealized
VXF Vanguard Extended Market VIPER 0.2%
Value ($000) $6,821 Shares 57,451 Est. Cost $111.83 Unrealized
SCZ iShares MSCI EAFE Small-Cap 0.2%
Value ($000) $6,558 Shares 122,298 Est. Cost $57.06 Unrealized
SJM J.M. Smucker Company 0.2%
Value ($000) $6,467 Shares 61,123 Est. Cost $95.93 Unrealized -2.6%
T AT&T Inc 0.2%
Value ($000) $6,362 Shares 210,469 Est. Cost $16.06 Unrealized -3.5%
PFE Pfizer Inc. 0.2%
Value ($000) $6,331 Shares 193,603 Est. Cost $25.11 Unrealized +3.5%
FNDX Schwab Fundamental US Large Co 0.2%
Value ($000) $6,271 Shares 170,219 Est. Cost $36.96 Unrealized
SCHZ Schwab U.S. Aggregate Bond ETF 0.2%
Value ($000) $5,971 Shares 106,174 Est. Cost $52.32 Unrealized
MUB iShares S&P National AMT-Free 0.2%
Value ($000) $5,882 Shares 50,972 Est. Cost $111.72 Unrealized
VB Vanguard Small-Cap VIPERs 0.1%
Value ($000) $5,695 Shares 39,082 Est. Cost $152.68 Unrealized
IVE iShares S&P 500 Value ETF 0.1%
Value ($000) $5,545 Shares 51,245 Est. Cost $109.08 Unrealized
ETN Eaton Corp PLC 0.1%
Value ($000) $5,266 Shares 60,199 Est. Cost $72.06 Unrealized +3.8%
IWS iShares Russell MidCap Value E 0.1%
Value ($000) $5,237 Shares 68,433 Est. Cost $82.30 Unrealized
EG Everest Re Group Ltd 0.1%
Value ($000) $5,217 Shares 25,300 Est. Cost $220.83 Unrealized -21.3%
Western Asset Infl Linked Opps 0.1%
Value ($000) $4,860 Shares 443,393 Est. Cost $11.20 Unrealized
IVV iShares Core S&P 500 ETF 0.1%
Value ($000) $4,822 Shares 15,572 Est. Cost $271.79 Unrealized
PFF iShares S&P US Preferred Stock 0.1%
Value ($000) $4,753 Shares 137,197 Est. Cost $37.24 Unrealized
IWN iShares Russell 2000 Value ETF 0.1%
Value ($000) $4,538 Shares 46,567 Est. Cost $117.53 Unrealized
ORCL Oracle Corp 0.1%
Value ($000) $4,200 Shares 75,997 Est. Cost $44.41 Unrealized +10.3%
SCHF Schwab International Equity ET 0.1%
Value ($000) $4,102 Shares 137,897 Est. Cost $30.89 Unrealized
VO Vanguard Mid-Cap ETF 0.1%
Value ($000) $4,048 Shares 24,699 Est. Cost $167.54 Unrealized
IWR iShares Russell Midcap ETF 0.1%
Value ($000) $4,022 Shares 75,030 Est. Cost $65.05 Unrealized
Nuveen Ohio Quality Income 0.1%
Value ($000) $3,991 Shares 265,144 Est. Cost $14.90 Unrealized
TGT Target Corp 0.1%
Value ($000) $3,977 Shares 33,162 Est. Cost $59.08 Unrealized +66.2%
XLK US Technology Select SPDR 0.1%
Value ($000) $3,972 Shares 38,016 Est. Cost $66.89 Unrealized
MBB iShares Barclays MBS ETF 0.1%
Value ($000) $3,874 Shares 34,995 Est. Cost $107.67 Unrealized
SCHX Schwab U.S. Large-Cap ETF 0.1%
Value ($000) $3,847 Shares 51,918 Est. Cost $63.63 Unrealized
IWO iShares Russell 2000 Growth In 0.1%
Value ($000) $3,782 Shares 18,283 Est. Cost $191.42 Unrealized
NVO Novo-Nordisk A/S ADR 0.1%
Value ($000) $3,761 Shares 57,437 Est. Cost $50.07 Unrealized
XLY Consumer Discretionary Select 0.1%
Value ($000) $3,495 Shares 27,369 Est. Cost $101.71 Unrealized
LLY Lilly (Eli) & Co. 0.1%
Value ($000) $3,397 Shares 20,692 Est. Cost $91.90 Unrealized +56.6%
TIP iShares Barclays TIPS Bond ETF 0.1%
Value ($000) $3,356 Shares 27,286 Est. Cost $118.68 Unrealized
CINF Cincinnati Financial Corp 0.1%
Value ($000) $3,337 Shares 51,627 Est. Cost $60.81 Unrealized -6.3%
FMX Fomento Economico Mexicano SAB 0.1%
Value ($000) $3,329 Shares 53,687 Est. Cost $91.58 Unrealized
IWM iShares Russell 2000 ETF 0.1%
Value ($000) $3,313 Shares 23,136 Est. Cost $150.43 Unrealized
VTEB Vanguard Tax-Exempt Bond ETF 0.1%
Value ($000) $3,210 Shares 59,298 Est. Cost $51.12 Unrealized
MDT Medtronic plc 0.1%
Value ($000) $3,026 Shares 32,790 Est. Cost $86.38 Unrealized -5.3%
NTRS Northern Trust Corp. 0.1%
Value ($000) $3,016 Shares 37,690 Est. Cost $75.31 Unrealized -11.6%
VYMI Vanguard Intl High Dividend Yi 0.1%
Value ($000) $2,943 Shares 57,488 Est. Cost $61.54 Unrealized
CTAS Cintas Corp. 0.1%
Value ($000) $2,904 Shares 10,902 Est. Cost $49.41 Unrealized +10.6%
VYM Vanguard High Dividend Yield E 0.1%
Value ($000) $2,823 Shares 35,834 Est. Cost $81.24 Unrealized
V Visa Inc 0.1%
Value ($000) $2,769 Shares 14,333 Est. Cost $156.27 Unrealized +12.3%
VIG Vanguard Dividend Appreciation 0.1%
Value ($000) $2,532 Shares 21,500 Est. Cost $109.97 Unrealized
Cohen & Steers REIT PFD 0.1%
Value ($000) $2,481 Shares 129,775 Est. Cost $18.47 Unrealized
XLV Health Care Select Sector SPDR 0.1%
Value ($000) $2,449 Shares 24,470 Est. Cost $86.43 Unrealized
VFH Vanguard Financials ETF 0.1%
Value ($000) $2,344 Shares 40,985 Est. Cost $69.47 Unrealized
BND Vanguard Total Bond Market ETF 0.1%
Value ($000) $2,270 Shares 25,691 Est. Cost $81.62 Unrealized
APD Air Products and Chemicals Inc 0.1%
Value ($000) $2,256 Shares 9,293 Est. Cost $189.88 Unrealized +4.6%
OTIS Otis Worldwide Corp 0.1%
Value ($000) $2,204 Shares 38,770 Est. Cost $47.48 Unrealized 0.0%
HON Honeywell International Inc. 0.1%
Value ($000) $2,189 Shares 15,137 Est. Cost $123.74 Unrealized -4.7%
IVOO Vanguard S&P Mid-Cap 400 Index 0.1%
Value ($000) $2,183 Shares 18,153 Est. Cost $126.52 Unrealized
QCOM Qualcomm Inc 0.1%
Value ($000) $2,100 Shares 23,028 Est. Cost $52.12 Unrealized +36.2%
VDC Vanguard Consumer Staples ETF 0.1%
Value ($000) $2,059 Shares 13,764 Est. Cost $134.99 Unrealized
FLOT iShares Floating Rate Bond 0.1%
Value ($000) $2,036 Shares 40,239 Est. Cost $50.97 Unrealized
CSX C S X Corp. 0.1%
Value ($000) $1,938 Shares 27,794 Est. Cost $16.81 Unrealized +22.0%
SCHW Charles Schwab Corp. 0.0%
Value ($000) $1,913 Shares 56,700 Est. Cost $38.20 Unrealized -13.1%
SCHA Schwab US Small-Cap ETF 0.0%
Value ($000) $1,867 Shares 28,568 Est. Cost $68.09 Unrealized
DNP Select Income Fund 0.0%
Value ($000) $1,839 Shares 168,025 Est. Cost $10.35 Unrealized
CARR Carrier Global Corp 0.0%
Value ($000) $1,743 Shares 78,147 Est. Cost $17.13 Unrealized 0.0%
BA Boeing Co. 0.0%
Value ($000) $1,680 Shares 9,164 Est. Cost $333.04 Unrealized -53.8%
IGIB iShares Intermediate-Term Corp 0.0%
Value ($000) $1,642 Shares 27,190 Est. Cost $78.02 Unrealized
SCHG Schwab US Large-Cap Growth ETF 0.0%
Value ($000) $1,605 Shares 15,808 Est. Cost $71.85 Unrealized
D Dominion Energy Inc. 0.0%
Value ($000) $1,581 Shares 19,471 Est. Cost $57.63 Unrealized +8.7%
PM Philip Morris International 0.0%
Value ($000) $1,580 Shares 22,165 Est. Cost $65.26 Unrealized -16.0%
VIS Vanguard Industrials ETF 0.0%
Value ($000) $1,558 Shares 11,990 Est. Cost $139.44 Unrealized
IJR iShares Core S&P Small-Cap ETF 0.0%
Value ($000) $1,541 Shares 22,569 Est. Cost $76.69 Unrealized
Walgreens Boots Alliance Inc 0.0%
Value ($000) $1,540 Shares 36,328 Est. Cost $61.82 Unrealized
BF/B Brown Forman Corp Class B 0.0%
Value ($000) $1,438 Shares 22,551 Est. Cost $46.98 Unrealized +22.5%
SMB Vaneck Vectors AMT-Free Short 0.0%
Value ($000) $1,430 Shares 79,409 Est. Cost $17.35 Unrealized
IBB iShares Nasdaq Biotechnology E 0.0%
Value ($000) $1,404 Shares 10,269 Est. Cost $107.46 Unrealized
COP ConocoPhillips 0.0%
Value ($000) $1,402 Shares 33,359 Est. Cost $44.85 Unrealized -26.6%
PNC PNC Financial Services Group 0.0%
Value ($000) $1,400 Shares 13,304 Est. Cost $117.63 Unrealized -26.9%
BlackRock Core Bond Common 0.0%
Value ($000) $1,376 Shares 89,544 Est. Cost $13.13 Unrealized
FITB Fifth Third Bancorp 0.0%
Value ($000) $1,374 Shares 70,274 Est. Cost $23.69 Unrealized -37.3%
ISRG Intuitive Surgical Inc New 0.0%
Value ($000) $1,341 Shares 2,354 Est. Cost $167.90 Unrealized +6.8%
SYK Stryker Corp. 0.0%
Value ($000) $1,332 Shares 7,369 Est. Cost $159.89 Unrealized +8.6%
BlackRock Inc 0.0%
Value ($000) $1,326 Shares 2,438 Est. Cost $535.32 Unrealized
BK Bank of New York Mellon Corp 0.0%
Value ($000) $1,303 Shares 33,709 Est. Cost $43.66 Unrealized -28.8%
IJH iShares Core S&P MidCap ETF 0.0%
Value ($000) $1,267 Shares 7,125 Est. Cost $191.44 Unrealized
IWB iShares Russell 1000 ETF 0.0%
Value ($000) $1,258 Shares 7,328 Est. Cost $158.25 Unrealized
KR Kroger Co. 0.0%
Value ($000) $1,243 Shares 36,729 Est. Cost $23.13 Unrealized +24.4%
EAGG iShares ESG U.S. Aggregate Bon 0.0%
Value ($000) $1,233 Shares 21,807 Est. Cost $54.07 Unrealized
VUG Vanguard Growth VIPERs 0.0%
Value ($000) $1,222 Shares 6,048 Est. Cost $142.12 Unrealized
MLN VanEck Vectors AMT-Free Long M 0.0%
Value ($000) $1,218 Shares 57,576 Est. Cost $21.12 Unrealized
EEM iShares MSCI Emerging Mkts ETF 0.0%
Value ($000) $1,187 Shares 29,671 Est. Cost $46.75 Unrealized
SCHM Schwab US Mid-Cap ETF 0.0%
Value ($000) $1,143 Shares 21,723 Est. Cost $50.27 Unrealized
WFC Wells Fargo & Co 0.0%
Value ($000) $1,142 Shares 44,595 Est. Cost $46.27 Unrealized -48.2%
VT Vanguard Total World Stock Ind 0.0%
Value ($000) $1,138 Shares 15,207 Est. Cost $74.33 Unrealized
VEA Vanguard FTSE Developed Market 0.0%
Value ($000) $1,137 Shares 29,307 Est. Cost $43.18 Unrealized
PSA Public Storage 0.0%
Value ($000) $1,120 Shares 5,839 Est. Cost $191.84 Unrealized -21.0%
Cerner Corp 0.0%
Value ($000) $1,079 Shares 15,700 Est. Cost $58.00 Unrealized
PSX Phillips 66 0.0%
Value ($000) $1,077 Shares 14,977 Est. Cost $75.77 Unrealized -25.8%
VGT Vanguard Information Technolog 0.0%
Value ($000) $1,076 Shares 3,860 Est. Cost $209.69 Unrealized
Texas Pacific Land Trust 0.0%
Value ($000) $1,070 Shares 1,800 Est. Cost $649.57 Unrealized
SCHE Schwab Emerging Markets Equity 0.0%
Value ($000) $1,055 Shares 43,346 Est. Cost $27.28 Unrealized
Neuberger Berman Intermediate 0.0%
Value ($000) $1,036 Shares 74,311 Est. Cost $14.75 Unrealized
DCI Donaldson Inc. 0.0%
Value ($000) $1,017 Shares 21,872 Est. Cost $42.27 Unrealized -4.5%
VIOO Vanguard S&P Small-Cap 600 0.0%
Value ($000) $960 Shares 7,676 Est. Cost $147.22 Unrealized
Varian Medical Systems Inc 0.0%
Value ($000) $926 Shares 7,560 Est. Cost $123.47 Unrealized
AON Aon PLC 0.0%
Value ($000) $852 Shares 4,425 Est. Cost $178.56 Unrealized 0.0%
CVS CVS Health Corp 0.0%
Value ($000) $832 Shares 12,804 Est. Cost $55.85 Unrealized -5.8%
Legg Mason 0.0%
Value ($000) $810 Shares 16,138 Est. Cost $37.48 Unrealized
EEMV iShares MSCI Emerging Markets 0.0%
Value ($000) $792 Shares 15,234 Est. Cost $62.34 Unrealized
MLM Martin Marietta Materials 0.0%
Value ($000) $786 Shares 3,805 Est. Cost $205.49 Unrealized -9.9%
AWK American Water Works Co Inc 0.0%
Value ($000) $783 Shares 6,089 Est. Cost $101.93 Unrealized +9.8%
ADBE Adobe Systems Inc. 0.0%
Value ($000) $778 Shares 1,787 Est. Cost $276.00 Unrealized +34.2%
BOND PIMCO Active Bond ETF 0.0%
Value ($000) $770 Shares 6,898 Est. Cost $104.23 Unrealized
GWW Grainger WW Inc. 0.0%
Value ($000) $733 Shares 2,332 Est. Cost $254.60 Unrealized +6.3%
SCHD Schwab U.S. Dividend Equity ET 0.0%
Value ($000) $704 Shares 13,607 Est. Cost $50.77 Unrealized
MCO Moodys Corp 0.0%
Value ($000) $701 Shares 2,550 Est. Cost $198.70 Unrealized +22.0%
PYPL PayPal Holdings Inc 0.0%
Value ($000) $698 Shares 4,004 Est. Cost $109.71 Unrealized +25.7%
HSY Hershey Company 0.0%
Value ($000) $689 Shares 5,319 Est. Cost $85.63 Unrealized +37.4%
IYW iShares Dow Jones US Technolog 0.0%
Value ($000) $679 Shares 2,517 Est. Cost $268.72 Unrealized
PCAR Paccar Inc. 0.0%
Value ($000) $662 Shares 8,850 Est. Cost $34.62 Unrealized +10.2%
TSLA Tesla Motors Inc Com 0.0%
Value ($000) $661 Shares 612 Est. Cost $22.72 Unrealized +138.1%
MFC Manulife Finl Corp 0.0%
Value ($000) $659 Shares 48,405 Est. Cost $19.96 Unrealized -36.9%
FMC FMC Corp 0.0%
Value ($000) $653 Shares 6,525 Est. Cost $60.69 Unrealized +28.3%
DVY iShares DJ Select Dividend ETF 0.0%
Value ($000) $634 Shares 7,850 Est. Cost $99.09 Unrealized
MRSH Marsh & McLennan Cos Inc 0.0%
Value ($000) $613 Shares 5,710 Est. Cost $76.81 Unrealized +21.1%
SUSB iShares ESG 1-5 Yr USD Corp Bo 0.0%
Value ($000) $613 Shares 23,555 Est. Cost $26.01 Unrealized
Xilinx Inc. 0.0%
Value ($000) $612 Shares 6,225 Est. Cost $73.83 Unrealized
ALL Allstate Corp. 0.0%
Value ($000) $611 Shares 6,260 Est. Cost $88.76 Unrealized -3.5%
JNK SPDR Barclays Capital High Yie 0.0%
Value ($000) $600 Shares 5,927 Est. Cost $95.87 Unrealized
MO Altria Group Inc. 0.0%
Value ($000) $599 Shares 14,940 Est. Cost $34.13 Unrealized -26.9%
Kellogg Co 0.0%
Value ($000) $584 Shares 8,836 Est. Cost $45.84 Unrealized +7.9%
BAC Bank of America Corporation 0.0%
Value ($000) $559 Shares 23,547 Est. Cost $24.91 Unrealized -17.4%
WU Western Union Co 0.0%
Value ($000) $558 Shares 25,789 Est. Cost $22.92 Unrealized
SPLV Invesco S&P 500 Low Volatility 0.0%
Value ($000) $546 Shares 10,981 Est. Cost $46.65 Unrealized
IEX Idex Corporation 0.0%
Value ($000) $537 Shares 3,400 Est. Cost $153.63 Unrealized -7.1%
Nuveen California Quality Muni 0.0%
Value ($000) $516 Shares 36,000 Est. Cost $14.34 Unrealized
SCHO Schwab Short-Term US Treasury 0.0%
Value ($000) $492 Shares 9,525 Est. Cost $50.56 Unrealized
MTB M&T Bank Corporation 0.0%
Value ($000) $489 Shares 4,700 Est. Cost $138.84 Unrealized -36.8%
VPU Vanguard Utilities ETF 0.0%
Value ($000) $483 Shares 3,902 Est. Cost $112.67 Unrealized
VSGX Vanguard ESG International Sto 0.0%
Value ($000) $481 Shares 10,000 Est. Cost $44.50 Unrealized
IWF iShares Russell 1000 Growth ET 0.0%
Value ($000) $480 Shares 2,500 Est. Cost $149.34 Unrealized
XBI SPDR S&P Biotech ETF 0.0%
Value ($000) $475 Shares 4,245 Est. Cost $87.73 Unrealized
CMG Chipotle Mexican Grill Inc 0.0%
Value ($000) $473 Shares 449 Est. Cost $9.06 Unrealized +104.4%
Nuveen Arizona Quality Municip 0.0%
Value ($000) $471 Shares 34,500 Est. Cost $13.42 Unrealized
IVW iShares S&P 500 Growth ETF 0.0%
Value ($000) $469 Shares 2,262 Est. Cost $172.09 Unrealized
HPQ HP Inc. 0.0%
Value ($000) $462 Shares 26,202 Est. Cost $17.23 Unrealized -24.1%
EW Edwards Lifesciences Corp 0.0%
Value ($000) $458 Shares 6,633 Est. Cost $63.05 Unrealized +12.7%
SO Southern Company 0.0%
Value ($000) $448 Shares 8,647 Est. Cost $38.81 Unrealized +15.3%
GIS General Mills Inc. 0.0%
Value ($000) $443 Shares 7,179 Est. Cost $40.38 Unrealized +23.6%
SWKS Skyworks Solutions Inc 0.0%
Value ($000) $435 Shares 3,400 Est. Cost $68.44 Unrealized +41.0%
XLB Materials Select Sector SPDR 0.0%
Value ($000) $429 Shares 7,615 Est. Cost $57.07 Unrealized
PPG PPG Industries Inc. 0.0%
Value ($000) $426 Shares 4,017 Est. Cost $100.44 Unrealized -14.0%
GPC Genuine Parts Co. 0.0%
Value ($000) $423 Shares 4,822 Est. Cost $76.83 Unrealized -12.4%
TFC Truist Finl Corp 0.0%
Value ($000) $420 Shares 11,174 Est. Cost $40.68 Unrealized -31.8%
MCHP Microchip Technology Inc 0.0%
Value ($000) $411 Shares 3,899 Est. Cost $40.19 Unrealized +0.4%
FISV Fiserv Inc. 0.0%
Value ($000) $406 Shares 4,163 Est. Cost $95.99 Unrealized +4.9%
QQQ Invesco QQQ Trust 0.0%
Value ($000) $397 Shares 1,601 Est. Cost $218.98 Unrealized
BUD Anheuser-Busch InBev SA/NV ADR 0.0%
Value ($000) $396 Shares 7,933 Est. Cost $107.63 Unrealized
DD DuPont De Nemours Inc 0.0%
Value ($000) $392 Shares 7,369 Est. Cost $26.47 Unrealized -34.1%
ITOT iShares Core S&P Total US Stoc 0.0%
Value ($000) $384 Shares 5,536 Est. Cost $69.44 Unrealized
TXN Texas Instruments Inc. 0.0%
Value ($000) $379 Shares 2,986 Est. Cost $97.08 Unrealized +2.5%
VV Vanguard Large-Cap VIPERs 0.0%
Value ($000) $375 Shares 2,622 Est. Cost $121.21 Unrealized
BXP Boston Properties Inc. 0.0%
Value ($000) $360 Shares 3,940 Est. Cost $85.13 Unrealized -20.0%
TFX Teleflex Inc. 0.0%
Value ($000) $359 Shares 986 Est. Cost $258.92 Unrealized +28.9%
SCHV Schwab US Large-Cap Value ETF 0.0%
Value ($000) $348 Shares 6,944 Est. Cost $52.91 Unrealized
VOE Vanguard Mid-Cap Value 0.0%
Value ($000) $348 Shares 3,635 Est. Cost $95.70 Unrealized
RGA Reinsurance Group of America I 0.0%
Value ($000) $339 Shares 4,325 Est. Cost $155.02 Unrealized -40.5%
MPC Marathon Petroleum Corp 0.0%
Value ($000) $338 Shares 9,031 Est. Cost $43.84 Unrealized -38.0%
Total S.A. 0.0%
Value ($000) $335 Shares 8,520 Est. Cost $58.50 Unrealized
INTU Intuit Inc. 0.0%
Value ($000) $333 Shares 1,125 Est. Cost $263.94 Unrealized +0.4%
Brookfield Asset Management In 0.0%
Value ($000) $333 Shares 10,114 Est. Cost $41.50 Unrealized
DOV Dover Corp. 0.0%
Value ($000) $331 Shares 3,427 Est. Cost $77.11 Unrealized +11.0%
DSI iShares MSCI KLD 400 Social ET 0.0%
Value ($000) $325 Shares 2,758 Est. Cost $110.91 Unrealized
ZBH Zimmer Biomet Holdings Inc 0.0%
Value ($000) $324 Shares 2,711 Est. Cost $111.02 Unrealized -0.9%
XRAY Dentsply Sirona Inc. 0.0%
Value ($000) $324 Shares 7,335 Est. Cost $58.82 Unrealized -28.1%
MAR Marriott International Cl A 0.0%
Value ($000) $321 Shares 3,740 Est. Cost $128.94 Unrealized -35.0%
Seagate Technology Inc 0.0%
Value ($000) $321 Shares 6,535 Est. Cost $49.87 Unrealized
LQD iShares iBoxx $ Investment Gra 0.0%
Value ($000) $318 Shares 2,368 Est. Cost $117.46 Unrealized
VLO Valero Energy Corp New 0.0%
Value ($000) $307 Shares 5,225 Est. Cost $62.57 Unrealized -23.7%
MS Morgan Stanley 0.0%
Value ($000) $300 Shares 6,211 Est. Cost $35.73 Unrealized -1.4%
DOW Dow Inc 0.0%
Value ($000) $296 Shares 7,269 Est. Cost $34.08 Unrealized -21.2%
XLF Financial Select Sector SPDR 0.0%
Value ($000) $296 Shares 12,785 Est. Cost $23.56 Unrealized
GLW Corning Incorporated 0.0%
Value ($000) $292 Shares 11,278 Est. Cost $25.11 Unrealized -22.7%
VNQ Vanguard REIT Index ETF 0.0%
Value ($000) $275 Shares 3,499 Est. Cost $82.06 Unrealized
Unilever N V 0.0%
Value ($000) $273 Shares 5,132 Est. Cost $59.14 Unrealized
IYM iShares Dow Jones US Basic Mat 0.0%
Value ($000) $263 Shares 2,950 Est. Cost $95.80 Unrealized
ELV Anthem Inc 0.0%
Value ($000) $263 Shares 1,001 Est. Cost $218.80 Unrealized +12.9%
General Electric 0.0%
Value ($000) $256 Shares 37,433 Est. Cost $11.50 Unrealized
Royal Dutch Shell PLC Spons AD 0.0%
Value ($000) $255 Shares 7,796 Est. Cost $61.53 Unrealized
CAH Cardinal Health Inc. 0.0%
Value ($000) $255 Shares 4,833 Est. Cost $38.24 Unrealized +16.1%
EL Estee Lauder Companies 0.0%
Value ($000) $255 Shares 1,349 Est. Cost $176.43 Unrealized -6.2%
ECL Ecolab 0.0%
Value ($000) $249 Shares 1,251 Est. Cost $136.22 Unrealized +33.7%
CAT Caterpillar Inc. 0.0%
Value ($000) $248 Shares 1,962 Est. Cost $111.82 Unrealized -5.0%
MINT PIMCO Enhanced Short Maturity 0.0%
Value ($000) $248 Shares 2,440 Est. Cost $101.58 Unrealized
HPE Hewlett Packard Enterprise 0.0%
Value ($000) $245 Shares 24,885 Est. Cost $13.20 Unrealized -37.7%
BNDX Vanguard Total International B 0.0%
Value ($000) $240 Shares 4,150 Est. Cost $54.75 Unrealized
IWV iShares Russell 3000 ETF 0.0%
Value ($000) $239 Shares 1,325 Est. Cost $175.33 Unrealized
SUSA iShares MSCI USA ESG Select 0.0%
Value ($000) $237 Shares 1,775 Est. Cost $113.42 Unrealized
NXPI NXP Semiconductor NV 0.0%
Value ($000) $236 Shares 2,065 Est. Cost $103.60 Unrealized -12.3%
SWK Stanley Black & Decker Inc 0.0%
Value ($000) $232 Shares 1,666 Est. Cost $127.87 Unrealized -20.9%
SHW Sherwin Williams Corp 0.0%
Value ($000) $231 Shares 400 Est. Cost $160.93 Unrealized +6.6%
VSS Vanguard FTSE All-Wld ex-US Sm 0.0%
Value ($000) $222 Shares 2,300 Est. Cost $101.95 Unrealized
ADSK Autodesk Inc 0.0%
Value ($000) $221 Shares 926 Est. Cost $156.17 Unrealized +25.9%
SDY SPDR S&P Dividend ETF 0.0%
Value ($000) $219 Shares 2,400 Est. Cost $93.62 Unrealized
MCK McKesson Corporation 0.0%
Value ($000) $218 Shares 1,414 Est. Cost $144.29 Unrealized -3.5%
REGN Regeneron Pharmaceuticals Inc 0.0%
Value ($000) $215 Shares 344 Est. Cost $406.43 Unrealized +38.9%
AJG Arthur J. Gallagher & Co 0.0%
Value ($000) $212 Shares 2,179 Est. Cost $82.93 Unrealized +0.1%
Glaxo Smithkline Sponsored PLC 0.0%
Value ($000) $208 Shares 5,032 Est. Cost $40.15 Unrealized
FAST Fastenal Co. 0.0%
Value ($000) $204 Shares 4,768 Est. Cost $13.23 Unrealized +25.4%
EPD Enterprise Prods Partners L P 0.0%
Value ($000) $204 Shares 11,228 Est. Cost $25.59 Unrealized
JPMorgan Alerian MLP ETN 0.0%
Value ($000) $202 Shares 15,300 Est. Cost $19.03 Unrealized
NTAP Netapp Inc 0.0%
Value ($000) $200 Shares 4,500 Est. Cost $44.97 Unrealized -17.6%
Magellan Midstream Partners LP 0.0%
Value ($000) $199 Shares 4,614 Est. Cost $59.19 Unrealized
IJS iShares S&P Small Cap 600 Valu 0.0%
Value ($000) $198 Shares 1,647 Est. Cost $120.37 Unrealized
EOG EOG Res Inc 0.0%
Value ($000) $197 Shares 3,892 Est. Cost $71.52 Unrealized -47.8%
IYH iShares US Healthcare 0.0%
Value ($000) $194 Shares 900 Est. Cost $215.64 Unrealized
SVB Financial Group 0.0%
Value ($000) $194 Shares 900 Est. Cost $240.01 Unrealized
HRB Block H & R Inc. 0.0%
Value ($000) $192 Shares 13,200 Est. Cost $20.60 Unrealized -38.1%
VTIP Vanguard Short-Term Inflation- 0.0%
Value ($000) $189 Shares 3,775 Est. Cost $48.72 Unrealized
BABA Alibaba Group Holdings ADR 0.0%
Value ($000) $188 Shares 870 Est. Cost $197.11 Unrealized
WY Weyerhaeuser Co. 0.0%
Value ($000) $186 Shares 8,300 Est. Cost $21.39 Unrealized -23.1%
GS Goldman Sachs Group Inc. 0.0%
Value ($000) $186 Shares 943 Est. Cost $199.25 Unrealized -17.6%
CDK Global Inc 0.0%
Value ($000) $185 Shares 4,461 Est. Cost $57.77 Unrealized
L Loews Corp. 0.0%
Value ($000) $185 Shares 5,382 Est. Cost $48.83 Unrealized -32.5%
YUM Yum! Brands Inc. 0.0%
Value ($000) $182 Shares 2,096 Est. Cost $79.02 Unrealized -2.8%
AEP American Electric Power Inc 0.0%
Value ($000) $181 Shares 2,271 Est. Cost $54.80 Unrealized +21.6%
RGEN Repligen Corp 0.0%
Value ($000) $179 Shares 1,450 Est. Cost $35.17 Unrealized +234.5%
CI Cigna Corp. 0.0%
Value ($000) $173 Shares 923 Est. Cost $146.58 Unrealized +18.4%
VNQI Vanguard Global ex-US Real Est 0.0%
Value ($000) $171 Shares 3,674 Est. Cost $46.66 Unrealized
ACGL Arch Capital Group LTD 0.0%
Value ($000) $166 Shares 5,800 Est. Cost $37.61 Unrealized -30.1%
BP BP P.L.C Sponsored ADR 0.0%
Value ($000) $164 Shares 7,050 Est. Cost $38.10 Unrealized
C Citigroup Inc. 0.0%
Value ($000) $162 Shares 3,179 Est. Cost $52.59 Unrealized -26.4%
FCNCA First Citizens Bancshares Inc 0.0%
Value ($000) $162 Shares 400 Est. Cost $419.26 Unrealized -14.2%
XEL Xcel Energy Inc. 0.0%
Value ($000) $162 Shares 2,575 Est. Cost $42.11 Unrealized +25.4%
TTNDY Techtronic Industries Co Ltd A 0.0%
Value ($000) $161 Shares 3,300 Est. Cost $29.57 Unrealized
OHI Omega Healthcare Investors Inc 0.0%
Value ($000) $160 Shares 5,396 Est. Cost $41.79 Unrealized
SRCE 1st Source Corporation 0.0%
Value ($000) $160 Shares 4,500 Est. Cost $50.62 Unrealized
FBIN Fortune Brands Home & Security 0.0%
Value ($000) $160 Shares 2,500 Est. Cost $48.45 Unrealized -11.8%
PVI Invesco VRDO Tax-Free Weekly 0.0%
Value ($000) $156 Shares 6,246 Est. Cost $24.90 Unrealized
STE Steris PLC 0.0%
Value ($000) $153 Shares 1,000 Est. Cost $118.46 Unrealized +22.3%
VXUS Vanguard Total International S 0.0%
Value ($000) $151 Shares 3,068 Est. Cost $54.05 Unrealized
WAFD Washington Federal Inc. 0.0%
Value ($000) $150 Shares 5,593 Est. Cost $27.70 Unrealized -23.3%
HSIC Henry Schein Inc. 0.0%
Value ($000) $150 Shares 2,570 Est. Cost $57.81 Unrealized -3.3%
CHTR Charter Communications, Inc 0.0%
Value ($000) $147 Shares 288 Est. Cost $375.93 Unrealized +34.9%
Unilever PLC 0.0%
Value ($000) $147 Shares 2,670 Est. Cost $57.49 Unrealized
CHKP Check Point Software Tech LTD 0.0%
Value ($000) $143 Shares 1,330 Est. Cost $102.37 Unrealized +3.5%
CTSH Cognizant Technology Solutions 0.0%
Value ($000) $140 Shares 2,465 Est. Cost $64.24 Unrealized -23.2%
NFLX Netflix Inc. 0.0%
Value ($000) $139 Shares 305 Est. Cost $30.04 Unrealized +41.7%
CTRA Cabot Oil & Gas Corporation 0.0%
Value ($000) $139 Shares 8,070 Est. Cost $17.88 Unrealized -17.4%
AL Air Lease Corp Class A 0.0%
Value ($000) $138 Shares 4,690 Est. Cost $35.98 Unrealized -32.9%
YUMC Yum China Holdings Inc 0.0%
Value ($000) $138 Shares 2,861 Est. Cost $41.64 Unrealized +13.3%
CBRE CBRE Group Inc 0.0%
Value ($000) $138 Shares 3,041 Est. Cost $49.75 Unrealized -13.3%
ESLT Elbit Systems LTD 0.0%
Value ($000) $137 Shares 1,000 Est. Cost $132.44 Unrealized -3.6%
TDS Telephone & Data Systems Inc. 0.0%
Value ($000) $137 Shares 6,875 Est. Cost $27.16 Unrealized -29.6%
ISCB iShares Morningstar Small-Cap 0.0%
Value ($000) $136 Shares 900 Est. Cost $151.43 Unrealized
CACC Credit Acceptance Corp Mich 0.0%
Value ($000) $136 Shares 325 Est. Cost $331.36 Unrealized +5.1%
MSI Motorola Solutions Inc 0.0%
Value ($000) $136 Shares 967 Est. Cost $154.07 Unrealized -14.6%
O Realty Income Corp 0.0%
Value ($000) $133 Shares 2,228 Est. Cost $50.29 Unrealized -20.2%
IDXX Idexx Laboratories 0.0%
Value ($000) $132 Shares 400 Est. Cost $278.27 Unrealized +4.0%
GPN Global Payments Inc 0.0%
Value ($000) $130 Shares 764 Est. Cost $155.23 Unrealized +2.4%
IWD iShares Russell 1000 Value ETF 0.0%
Value ($000) $129 Shares 1,149 Est. Cost $125.02 Unrealized
DLN Wisdomtree Large Cap Div Exch 0.0%
Value ($000) $129 Shares 1,387 Est. Cost $88.49 Unrealized
PDP Invesco DWA Momentum ETF 0.0%
Value ($000) $128 Shares 1,900 Est. Cost $67.35 Unrealized
Preferred Apt Cmntys I Warrant 0.0%
Value ($000) $125 Shares 125 Est. Cost $1000.00 Unrealized
SLB Schlumberger Ltd 0.0%
Value ($000) $123 Shares 6,629 Est. Cost $41.96 Unrealized -63.1%
PIPR Piper Sandler Cos 0.0%
Value ($000) $122 Shares 2,055 Est. Cost $88.45 Unrealized -36.3%
Nuveen Dividend Advantage Muni 0.0%
Value ($000) $120 Shares 8,108 Est. Cost $14.14 Unrealized
HYS PIMCO 0-5 Year Hi Yld Corp Bon 0.0%
Value ($000) $119 Shares 1,300 Est. Cost $85.75 Unrealized
CHD Church and Dwight Inc 0.0%
Value ($000) $114 Shares 1,472 Est. Cost $64.05 Unrealized +6.3%
APH Amphenol Corp 0.0%
Value ($000) $113 Shares 1,175 Est. Cost $22.25 Unrealized -4.9%
Meridian Bioscience Inc 0.0%
Value ($000) $113 Shares 4,839 Est. Cost $14.20 Unrealized
SCHC Schwab International Small-Cap 0.0%
Value ($000) $112 Shares 3,795 Est. Cost $30.08 Unrealized
TMRAY Tomra Systems ASA 0.0%
Value ($000) $111 Shares 3,000 Est. Cost $20.73 Unrealized
AMAT Applied Materials Inc. 0.0%
Value ($000) $109 Shares 1,800 Est. Cost $49.62 Unrealized +3.3%
America Movil S.A.B DE C.V. 0.0%
Value ($000) $108 Shares 8,400 Est. Cost $17.98 Unrealized
Liberty Global PLC C 0.0%
Value ($000) $105 Shares 4,896 Est. Cost $30.43 Unrealized
SUI SUN CMNTYS INC COM 0.0%
Value ($000) $104 Shares 765 Est. Cost $100.67 Unrealized
SYF Synchrony Financial 0.0%
Value ($000) $104 Shares 4,700 Est. Cost $30.49 Unrealized -44.2%
BF/A Brown Forman Corp Class A 0.0%
Value ($000) $104 Shares 1,800 Est. Cost $41.13 Unrealized +27.7%
LULU Lululemon Athletica Inc 0.0%
Value ($000) $100 Shares 320 Est. Cost $186.29 Unrealized +37.3%
ZTS Zoetis Inc Cl A 0.0%
Value ($000) $99 Shares 726 Est. Cost $108.25 Unrealized +15.0%
CLX Clorox Co. 0.0%
Value ($000) $99 Shares 450 Est. Cost $115.71 Unrealized +45.8%
PHO Invesco Water Resources ETF 0.0%
Value ($000) $98 Shares 2,700 Est. Cost $30.21 Unrealized
GNTX Gentex Corp. 0.0%
Value ($000) $98 Shares 3,800 Est. Cost $23.02 Unrealized +8.9%
ZBRA Zebra Technologies Corp 0.0%
Value ($000) $98 Shares 381 Est. Cost $202.05 Unrealized +16.0%
CNI Canadian National Railway 0.0%
Value ($000) $97 Shares 1,100 Est. Cost $70.55 Unrealized +6.0%
OUNZ VanEck Merk Gold Trust 0.0%
Value ($000) $97 Shares 5,600 Est. Cost $14.42 Unrealized
SPDR Nuveen Barclays Muni Bond 0.0%
Value ($000) $97 Shares 1,873 Est. Cost $50.00 Unrealized
EQR Equity Residential 0.0%
Value ($000) $95 Shares 1,606 Est. Cost $57.16 Unrealized -13.1%
FTV Fortive Corporation 0.0%
Value ($000) $93 Shares 1,375 Est. Cost $44.87 Unrealized -15.1%
SPG Simon Property Group Inc 0.0%
Value ($000) $93 Shares 1,357 Est. Cost $107.46 Unrealized -57.6%
ADUS Addus HomeCare Corp 0.0%
Value ($000) $93 Shares 1,000 Est. Cost $54.63 Unrealized +58.3%
SNY Sanofi ADR 0.0%
Value ($000) $93 Shares 1,813 Est. Cost $46.33 Unrealized
Canadian Pacific Railway Ltd 0.0%
Value ($000) $92 Shares 359 Est. Cost $184.39 Unrealized
Templeton Dragon Fund Inc. 0.0%
Value ($000) $92 Shares 4,550 Est. Cost $22.24 Unrealized
KBSR KBS Real Estate Inv Tr III 0.0%
Value ($000) $91 Shares 7,836 Est. Cost $11.65 Unrealized
ICF iShares Cohen & Steers REIT ET 0.0%
Value ($000) $91 Shares 900 Est. Cost $93.30 Unrealized
XLI Industrial Select Sector SPDR 0.0%
Value ($000) $91 Shares 1,318 Est. Cost $71.48 Unrealized
MET Metlife Inc 0.0%
Value ($000) $90 Shares 2,478 Est. Cost $38.44 Unrealized -24.6%
EFG iShares MSCI Growth 0.0%
Value ($000) $89 Shares 1,075 Est. Cost $79.75 Unrealized
XLC Communication Services Select 0.0%
Value ($000) $89 Shares 1,640 Est. Cost $54.04 Unrealized
MKTX MarketAxess Holdings Inc 0.0%
Value ($000) $88 Shares 175 Est. Cost $192.09 Unrealized +128.0%
Putnam Premier Income 0.0%
Value ($000) $87 Shares 18,007 Est. Cost $5.26 Unrealized
AEE Ameren Corp. 0.0%
Value ($000) $86 Shares 1,229 Est. Cost $53.72 Unrealized +14.5%
TSM Taiwan Semiconductor Co LTD Sp 0.0%
Value ($000) $86 Shares 1,501 Est. Cost $47.72 Unrealized
LNC Lincoln National Corp 0.0%
Value ($000) $85 Shares 2,322 Est. Cost $54.46 Unrealized -51.1%
NEOG Neogen Corp 0.0%
Value ($000) $85 Shares 1,100 Est. Cost $42.62 Unrealized -20.7%
ICLR Icon PLC 0.0%
Value ($000) $84 Shares 500 Est. Cost $114.70 Unrealized +37.4%
ALC Alcon Inc 0.0%
Value ($000) $83 Shares 1,454 Est. Cost $57.87 Unrealized -3.5%
OTEX Open Text Corp 0.0%
Value ($000) $83 Shares 1,960 Est. Cost $31.83 Unrealized +7.4%
HWM Howmet Aerospace Inc 0.0%
Value ($000) $83 Shares 5,216 Est. Cost $12.97 Unrealized 0.0%
IFNNY Infineon Technologies AG ADR 0.0%
Value ($000) $82 Shares 3,500 Est. Cost $26.34 Unrealized
ALIZY Allianz SE ADR 0.0%
Value ($000) $82 Shares 4,000 Est. Cost $16.95 Unrealized
NTDOY Nintendo Company Ltd ADR 0.0%
Value ($000) $82 Shares 1,460 Est. Cost $45.77 Unrealized
CTVA Corteva Inc 0.0%
Value ($000) $81 Shares 3,038 Est. Cost $25.96 Unrealized -6.2%
OGE OGE Energy Corp. 0.0%
Value ($000) $81 Shares 2,674 Est. Cost $31.58 Unrealized -2.1%
BX The Blackstone Group 0.0%
Value ($000) $81 Shares 1,429 Est. Cost $42.29 Unrealized +2.8%
ADM Archer-Daniels-Midland Co. 0.0%
Value ($000) $80 Shares 2,006 Est. Cost $33.86 Unrealized -5.8%
PFG Principal Financial Group Inc 0.0%
Value ($000) $80 Shares 1,924 Est. Cost $37.82 Unrealized -22.0%
JOYY JOYY Inc ADR 0.0%
Value ($000) $80 Shares 900 Est. Cost $52.79 Unrealized
AFG American Financial Group Inc. 0.0%
Value ($000) $79 Shares 1,251 Est. Cost $57.54 Unrealized -36.3%
HBAN Huntington Bancshares Inc. 0.0%
Value ($000) $77 Shares 8,373 Est. Cost $11.01 Unrealized -38.1%
ALPMY Astellas Pharma Inc 0.0%
Value ($000) $77 Shares 4,600 Est. Cost $17.07 Unrealized
DRI Darden Restaurants Inc. 0.0%
Value ($000) $76 Shares 998 Est. Cost $76.11 Unrealized -20.6%
TOELY Tokyo Electron Ltd ADR 0.0%
Value ($000) $75 Shares 1,220 Est. Cost $46.55 Unrealized
ACSAY ACS Actividades de Construccci 0.0%
Value ($000) $75 Shares 14,627 Est. Cost $6.74 Unrealized
ROP Roper Technologies, Inc. 0.0%
Value ($000) $75 Shares 194 Est. Cost $337.51 Unrealized +2.7%
HUBB Hubbell Inc 0.0%
Value ($000) $75 Shares 600 Est. Cost $110.81 Unrealized -0.5%
CHGCY Chugai Pharmaceutical Co., Ltd 0.0%
Value ($000) $75 Shares 230 Est. Cost $154.90 Unrealized
IYE iShares US Energy 0.0%
Value ($000) $75 Shares 3,750 Est. Cost $31.30 Unrealized
SBGSY Schneider Electric ADR 0.0%
Value ($000) $75 Shares 3,360 Est. Cost $17.42 Unrealized
Citrix Systems Inc. 0.0%
Value ($000) $74 Shares 500 Est. Cost $93.14 Unrealized
UOVEY United Overseas Bank LTD 0.0%
Value ($000) $74 Shares 2,500 Est. Cost $40.86 Unrealized
EBF Ennis Inc. 0.0%
Value ($000) $74 Shares 4,071 Est. Cost $12.33 Unrealized -3.8%
SHM SPDR Nuveen Barclays Short-Ter 0.0%
Value ($000) $73 Shares 1,460 Est. Cost $48.25 Unrealized
BIV Vanguard Intermediate-term B 0.0%
Value ($000) $73 Shares 780 Est. Cost $89.33 Unrealized
SFTBY Softbank Corp ADR 0.0%
Value ($000) $73 Shares 2,880 Est. Cost $19.57 Unrealized
BMO Bank Montreal Que 0.0%
Value ($000) $71 Shares 1,330 Est. Cost $55.44 Unrealized -27.6%
WING Wingstop Inc 0.0%
Value ($000) $69 Shares 500 Est. Cost $45.92 Unrealized +153.8%
DGX Quest Diagnostics Incorporated 0.0%
Value ($000) $69 Shares 609 Est. Cost $91.89 Unrealized +3.6%
CMI Cummins Inc 0.0%
Value ($000) $69 Shares 400 Est. Cost $139.76 Unrealized -0.4%
SONY Sony Corp ADR 0.0%
Value ($000) $69 Shares 1,000 Est. Cost $48.34 Unrealized
KB KB Financial Group Inc ADR 0.0%
Value ($000) $69 Shares 2,475 Est. Cost $27.19 Unrealized
CGEMY Capgemini SE ADR 0.0%
Value ($000) $69 Shares 3,000 Est. Cost $24.93 Unrealized
CNS Cohen & Steers Inc 0.0%
Value ($000) $68 Shares 1,000 Est. Cost $49.44 Unrealized 0.0%
Jacobs Engineering Group Inc 0.0%
Value ($000) $68 Shares 800 Est. Cost $91.50 Unrealized
Kirkland Lake Gold Ltd 0.0%
Value ($000) $68 Shares 1,640 Est. Cost $44.70 Unrealized
BIIB Biogen Inc 0.0%
Value ($000) $67 Shares 252 Est. Cost $240.85 Unrealized +24.8%
DIA SPDR Dow Jones Industrial Avrg 0.0%
Value ($000) $67 Shares 260 Est. Cost $269.18 Unrealized
SHECY Shin-Etsu Chemical Co Ltd ADR 0.0%
Value ($000) $67 Shares 2,300 Est. Cost $24.45 Unrealized
SAFT Safety Insurance Group Inc 0.0%
Value ($000) $67 Shares 875 Est. Cost $97.68 Unrealized -19.8%
VOT Vanguard Mid-Cap Growth ETF 0.0%
Value ($000) $67 Shares 404 Est. Cost $148.11 Unrealized
SBA Communications Corp 0.0%
Value ($000) $66 Shares 222 Est. Cost $245.97 Unrealized
TD Toronto-Dominion Bank 0.0%
Value ($000) $65 Shares 1,465 Est. Cost $56.85 Unrealized -25.1%
Geely Automobile Holdings Ltd 0.0%
Value ($000) $65 Shares 2,050 Est. Cost $39.03 Unrealized
VIPS Vipshop Holdings Ltd ADR 0.0%
Value ($000) $65 Shares 3,250 Est. Cost $19.91 Unrealized
PB Prosperity Bancshares Inc 0.0%
Value ($000) $63 Shares 1,050 Est. Cost $59.04 Unrealized -18.7%
PNW Pinnacle West Cap Corp 0.0%
Value ($000) $62 Shares 850 Est. Cost $68.68 Unrealized -13.9%
ES Eversource Energy 0.0%
Value ($000) $62 Shares 744 Est. Cost $62.70 Unrealized +7.2%
RDY Dr. Reddy Laboratories 0.0%
Value ($000) $62 Shares 1,165 Est. Cost $40.33 Unrealized
HYG iShares iBoxx High Yield Corp 0.0%
Value ($000) $62 Shares 755 Est. Cost $81.71 Unrealized
NOC Northrop Grumman Corp. 0.0%
Value ($000) $61 Shares 200 Est. Cost $317.46 Unrealized -6.0%
JAZZ Jazz Pharmaceuticals PLC 0.0%
Value ($000) $61 Shares 550 Est. Cost $146.69 Unrealized -24.6%
KDDIY KDDI Corp ADR 0.0%
Value ($000) $60 Shares 4,060 Est. Cost $12.72 Unrealized
NOMD Nomad Foods Ltd 0.0%
Value ($000) $60 Shares 2,810 Est. Cost $20.85 Unrealized 0.0%
AER AerCap Holdings N.V. 0.0%
Value ($000) $60 Shares 1,950 Est. Cost $50.68 Unrealized -44.5%
CRH Plc ADR 0.0%
Value ($000) $60 Shares 1,750 Est. Cost $34.45 Unrealized
ARKAY Arkema SA ADR 0.0%
Value ($000) $59 Shares 625 Est. Cost $131.05 Unrealized
VOD Vodafone Group PLC New 0.0%
Value ($000) $59 Shares 3,587 Est. Cost $20.02 Unrealized
VEOEY Veolia Environment SA ADR 0.0%
Value ($000) $59 Shares 2,615 Est. Cost $24.31 Unrealized
JBTM John Bean Technologies Corpora 0.0%
Value ($000) $59 Shares 682 Est. Cost $111.13 Unrealized -31.5%
BR Broadridge Financial Solutions 0.0%
Value ($000) $58 Shares 455 Est. Cost $100.28 Unrealized +5.0%
GGG Graco Incorporated 0.0%
Value ($000) $58 Shares 1,200 Est. Cost $42.42 Unrealized +3.5%
NYF iShares New York Muni Bond ETF 0.0%
Value ($000) $58 Shares 1,000 Est. Cost $57.22 Unrealized
TMUS T-Mobile US Inc 0.0%
Value ($000) $57 Shares 548 Est. Cost $92.61 Unrealized 0.0%
WHGLY WH Group LTD ADR 0.0%
Value ($000) $57 Shares 3,205 Est. Cost $21.39 Unrealized
SHY iShares Barclays 1-3 Year Trea 0.0%
Value ($000) $56 Shares 650 Est. Cost $86.67 Unrealized
PLD Prologis Inc. REIT 0.0%
Value ($000) $56 Shares 600 Est. Cost $53.73 Unrealized +42.0%
NTR Nutrien Ltd 0.0%
Value ($000) $56 Shares 1,715 Est. Cost $38.37 Unrealized -24.6%
ED Consolidated Edison Inc. 0.0%
Value ($000) $56 Shares 775 Est. Cost $66.31 Unrealized -5.5%
WTRG Essential Utilities Inc 0.0%
Value ($000) $56 Shares 1,318 Est. Cost $47.18 Unrealized -10.5%
Royal Dutch Shell PLC ADR B 0.0%
Value ($000) $56 Shares 1,828 Est. Cost $61.81 Unrealized
AGCO AGCO Corp 0.0%
Value ($000) $55 Shares 1,000 Est. Cost $52.90 Unrealized -17.6%
ADRNY Koninklijke Ahold Delhaize NV 0.0%
Value ($000) $55 Shares 2,040 Est. Cost $23.40 Unrealized
NTTYY Nippon Telegraph & Telephone C 0.0%
Value ($000) $55 Shares 2,375 Est. Cost $35.22 Unrealized
AVA Avista Corp 0.0%
Value ($000) $55 Shares 1,500 Est. Cost $34.88 Unrealized -12.6%
LCNB LCNB Corp 0.0%
Value ($000) $54 Shares 3,400 Est. Cost $13.40 Unrealized -23.2%
SMG Scotts Miracle- Gro Company 0.0%
Value ($000) $54 Shares 400 Est. Cost $72.13 Unrealized +43.4%
RXL ProShares Ultra Health Care 0.0%
Value ($000) $54 Shares 456 Est. Cost $127.41 Unrealized
REZ iShares Residential Real Estat 0.0%
Value ($000) $53 Shares 882 Est. Cost $75.34 Unrealized
SXT Sensient Technologies Corp 0.0%
Value ($000) $52 Shares 1,000 Est. Cost $71.99 Unrealized -34.3%
DANOY Danone 0.0%
Value ($000) $52 Shares 3,775 Est. Cost $16.91 Unrealized
VTV Vanguard Value ETF 0.0%
Value ($000) $52 Shares 520 Est. Cost $99.29 Unrealized
RHHBY Roche Holding AG 0.0%
Value ($000) $52 Shares 1,190 Est. Cost $40.57 Unrealized
KNX Knight Transportation Inc 0.0%
Value ($000) $52 Shares 1,237 Est. Cost $32.55 Unrealized +10.4%
MU Micron Technology Inc 0.0%
Value ($000) $52 Shares 1,000 Est. Cost $47.42 Unrealized -3.0%
FDN First Trust Dow Jones Internet 0.0%
Value ($000) $51 Shares 300 Est. Cost $134.64 Unrealized
Tim Participacoes S.A. 0.0%
Value ($000) $51 Shares 3,920 Est. Cost $15.08 Unrealized
TSCO Tractor Supply Co 0.0%
Value ($000) $51 Shares 384 Est. Cost $15.47 Unrealized +29.4%
DWAHY Daiwa House Industry Co LTD AD 0.0%
Value ($000) $50 Shares 2,150 Est. Cost $32.50 Unrealized
SUB iShares Short-Term National Mu 0.0%
Value ($000) $50 Shares 466 Est. Cost $105.64 Unrealized
SPIB SPDR Portfolio Inter Term Corp 0.0%
Value ($000) $50 Shares 1,374 Est. Cost $34.29 Unrealized
Gabelli Equity Trust 0.0%
Value ($000) $50 Shares 9,934 Est. Cost $6.18 Unrealized
ATO Atmos Energy Corporation 0.0%
Value ($000) $50 Shares 500 Est. Cost $73.60 Unrealized +19.0%
LNVGY Lenovo Group Ltd ADR 0.0%
Value ($000) $50 Shares 4,500 Est. Cost $17.09 Unrealized
MPT Medical Properties Trust Inc 0.0%
Value ($000) $50 Shares 2,600 Est. Cost $19.82 Unrealized
WestRock Co 0.0%
Value ($000) $49 Shares 1,722 Est. Cost $50.73 Unrealized
Stericycle Inc 0.0%
Value ($000) $48 Shares 864 Est. Cost $59.19 Unrealized
RVTY PerkinElmer Inc Com 0.0%
Value ($000) $48 Shares 493 Est. Cost $84.20 Unrealized +7.2%
ASGN ASGN Inc 0.0%
Value ($000) $48 Shares 725 Est. Cost $86.37 Unrealized -38.6%
VHT Vanguard Health Care ETF 0.0%
Value ($000) $48 Shares 250 Est. Cost $168.31 Unrealized
BlackRock Corp High Yld Fund 0.0%
Value ($000) $48 Shares 4,702 Est. Cost $10.59 Unrealized
Teranga Gold Corp 0.0%
Value ($000) $48 Shares 5,211 Est. Cost $4.91 Unrealized
GIB CGI Inc Class A 0.0%
Value ($000) $47 Shares 750 Est. Cost $66.29 Unrealized -6.5%
Tekla Healthcare Investors 0.0%
Value ($000) $47 Shares 2,199 Est. Cost $21.53 Unrealized
Aaron's Inc 0.0%
Value ($000) $46 Shares 1,020 Est. Cost $54.49 Unrealized
ICE Intercontinental Exchange Inc 0.0%
Value ($000) $46 Shares 503 Est. Cost $84.93 Unrealized +0.3%
DG Dollar General Corporation 0.0%
Value ($000) $46 Shares 241 Est. Cost $162.15 Unrealized +3.1%
FFBC First Finl Bancorp 0.0%
Value ($000) $46 Shares 3,300 Est. Cost $20.59 Unrealized -47.3%
IP International Paper Company 0.0%
Value ($000) $46 Shares 1,300 Est. Cost $34.66 Unrealized -28.5%
Dish Network Corporation 0.0%
Value ($000) $45 Shares 1,300 Est. Cost $37.89 Unrealized
UBSI United Bankshares Inc 0.0%
Value ($000) $45 Shares 1,600 Est. Cost $37.04 Unrealized -27.5%
INGR Ingredion Inc 0.0%
Value ($000) $45 Shares 535 Est. Cost $102.11 Unrealized -19.9%
HOMB Home BancShares Inc 0.0%
Value ($000) $44 Shares 2,845 Est. Cost $23.96 Unrealized -41.4%
ET Energy Transfer LP 0.0%
Value ($000) $43 Shares 6,059 Est. Cost $15.73 Unrealized
FOXA Twenty First Century Fox Inc C 0.0%
Value ($000) $42 Shares 1,570 Est. Cost $25.10 Unrealized 0.0%
SNA Snap On Inc 0.0%
Value ($000) $42 Shares 300 Est. Cost $129.86 Unrealized -15.5%
BOX Box Inc 0.0%
Value ($000) $42 Shares 2,000 Est. Cost $16.05 Unrealized +9.4%
FTNT Fortinet Inc 0.0%
Value ($000) $41 Shares 300 Est. Cost $25.11 Unrealized 0.0%
EFV iShares MSCI EAFE Value ETF 0.0%
Value ($000) $41 Shares 1,019 Est. Cost $54.55 Unrealized
RY Royal Bk Canada 0.0%
Value ($000) $41 Shares 600 Est. Cost $81.18 Unrealized -21.7%
PKG Packaging Corp of America 0.0%
Value ($000) $40 Shares 400 Est. Cost $94.52 Unrealized -15.2%
VOOG Vanguard S&P 500 Growth Index 0.0%
Value ($000) $40 Shares 214 Est. Cost $162.25 Unrealized
TCW Strategic Incm Fund 0.0%
Value ($000) $39 Shares 7,000 Est. Cost $5.25 Unrealized
Federal Realty Investment Trus 0.0%
Value ($000) $39 Shares 450 Est. Cost $117.11 Unrealized
ROST Ross Stores inc 0.0%
Value ($000) $38 Shares 450 Est. Cost $85.36 Unrealized +0.4%
2U Inc 0.0%
Value ($000) $38 Shares 1,000 Est. Cost $16.28 Unrealized
Blackrock Muniyield Quality Fd 0.0%
Value ($000) $38 Shares 2,887 Est. Cost $12.70 Unrealized
Discover Financial Services 0.0%
Value ($000) $37 Shares 746 Est. Cost $81.09 Unrealized
PJP Invesco Dynamic Pharmaceutical 0.0%
Value ($000) $37 Shares 574 Est. Cost $67.21 Unrealized
HUM Humana Inc. 0.0%
Value ($000) $37 Shares 95 Est. Cost $265.25 Unrealized +34.1%
CCI Crown Castle International Cor 0.0%
Value ($000) $37 Shares 220 Est. Cost $115.13 Unrealized +8.6%
XMVFX Blackrock Munivest Fund 0.0%
Value ($000) $36 Shares 4,303 Est. Cost $8.90 Unrealized
AMP Ameriprise Financial Incorpora 0.0%
Value ($000) $36 Shares 241 Est. Cost $130.12 Unrealized -10.2%
NI Nisource Inc. 0.0%
Value ($000) $36 Shares 1,580 Est. Cost $23.74 Unrealized -15.9%
DXC DXC Technology Company 0.0%
Value ($000) $35 Shares 2,149 Est. Cost $80.08 Unrealized -80.1%
MDU M D U Resources Group Inc. 0.0%
Value ($000) $35 Shares 1,581 Est. Cost $8.03 Unrealized -12.5%
DLR Digital Realty Trust Inc 0.0%
Value ($000) $35 Shares 247 Est. Cost $97.90 Unrealized +18.9%
Marvell Technology Group Ltd 0.0%
Value ($000) $35 Shares 1,000 Est. Cost $35.06 Unrealized
LUV Southwest Airlines Co. 0.0%
Value ($000) $35 Shares 1,025 Est. Cost $49.01 Unrealized -39.7%
PHG Koninklijke Philips N.V. 0.0%
Value ($000) $35 Shares 741 Est. Cost $38.50 Unrealized
KMX CarMax Inc 0.0%
Value ($000) $34 Shares 375 Est. Cost $69.32 Unrealized +13.1%
STWD Starwood Property Trust Inc 0.0%
Value ($000) $33 Shares 2,150 Est. Cost $24.70 Unrealized
MSTR Microstrategy Inc 0.0%
Value ($000) $33 Shares 280 Est. Cost $13.46 Unrealized -9.6%
Cohen & Steers Quality Income 0.0%
Value ($000) $33 Shares 3,000 Est. Cost $15.85 Unrealized
FXO First Trust Financials AlphaDE 0.0%
Value ($000) $31 Shares 1,210 Est. Cost $31.04 Unrealized
SMH VanEck Vectors Semiconductor E 0.0%
Value ($000) $31 Shares 200 Est. Cost $152.80 Unrealized
SPSB SPDR Portfolio Short Term Corp 0.0%
Value ($000) $30 Shares 965 Est. Cost $30.66 Unrealized
FXH First Trust Health Care AlphaD 0.0%
Value ($000) $30 Shares 333 Est. Cost $75.58 Unrealized
RPM RPM Inc. - Ohio 0.0%
Value ($000) $30 Shares 400 Est. Cost $66.24 Unrealized +4.9%
CGNX Cognex Corp 0.0%
Value ($000) $30 Shares 500 Est. Cost $42.37 Unrealized +20.8%
PZA Invesco National AMT-Free Muni 0.0%
Value ($000) $30 Shares 1,120 Est. Cost $25.80 Unrealized
Nuveen Qty Pfd Inc Fd2 0.0%
Value ($000) $29 Shares 3,458 Est. Cost $9.84 Unrealized
HP Helmerich & Payne 0.0%
Value ($000) $29 Shares 1,500 Est. Cost $64.34 Unrealized -69.7%
CME CME Group Inc 0.0%
Value ($000) $29 Shares 180 Est. Cost $163.37 Unrealized -11.7%
SNPS Synopsys Inc 0.0%
Value ($000) $29 Shares 150 Est. Cost $137.18 Unrealized +20.3%
Sirius XM Holdings Inc 0.0%
Value ($000) $29 Shares 4,960 Est. Cost $6.25 Unrealized
Liberty All-Star Equity Fund 0.0%
Value ($000) $29 Shares 4,985 Est. Cost $6.55 Unrealized
HASI Hannon Armstrong Sustainable I 0.0%
Value ($000) $28 Shares 1,000 Est. Cost $20.82 Unrealized 0.0%
MLKN Miller Herman Inc. 0.0%
Value ($000) $28 Shares 1,200 Est. Cost $30.93 Unrealized -37.5%
XLU Utilities Select Sector SPDR 0.0%
Value ($000) $28 Shares 500 Est. Cost $64.74 Unrealized
CAG Conagra Inc. 0.0%
Value ($000) $28 Shares 800 Est. Cost $27.24 Unrealized -3.8%
IDU iShares US Utilities ETF 0.0%
Value ($000) $28 Shares 200 Est. Cost $162.86 Unrealized
EA Electronic Arts Inc 0.0%
Value ($000) $28 Shares 210 Est. Cost $91.34 Unrealized +25.8%
Hanesbrands Inc 0.0%
Value ($000) $27 Shares 2,434 Est. Cost $15.87 Unrealized
HollyFrontier Corp 0.0%
Value ($000) $27 Shares 940 Est. Cost $53.59 Unrealized
AVNS Avanos Medical Inc 0.0%
Value ($000) $27 Shares 928 Est. Cost $63.93 Unrealized -54.7%
Peoples United Financial Inc 0.0%
Value ($000) $27 Shares 2,350 Est. Cost $15.63 Unrealized
IJT iShares S&P Small Cap 600 Grow 0.0%
Value ($000) $27 Shares 160 Est. Cost $169.79 Unrealized
STT State Street Corp 0.0%
Value ($000) $27 Shares 422 Est. Cost $72.88 Unrealized -31.1%
FS KKR Capital Corp II 0.0%
Value ($000) $27 Shares 2,083 Est. Cost $12.89 Unrealized
FUL H B Fuller Co 0.0%
Value ($000) $27 Shares 600 Est. Cost $46.76 Unrealized -27.7%
Blackrock Ltd Duration Inc Tr 0.0%
Value ($000) $26 Shares 1,900 Est. Cost $12.62 Unrealized
XBKNX Blackrock Quality Municipal Tr 0.0%
Value ($000) $26 Shares 1,700 Est. Cost $13.79 Unrealized
TXRH Texas Roadhouse Inc 0.0%
Value ($000) $26 Shares 500 Est. Cost $50.51 Unrealized -11.4%
EBAY eBay Inc. 0.0%
Value ($000) $26 Shares 500 Est. Cost $34.47 Unrealized +11.5%
CNC Centene Corp 0.0%
Value ($000) $26 Shares 402 Est. Cost $48.70 Unrealized +33.7%
GM General Motors 0.0%
Value ($000) $25 Shares 1,001 Est. Cost $36.01 Unrealized -34.8%
KEY Keycorp New 0.0%
Value ($000) $25 Shares 2,067 Est. Cost $12.69 Unrealized -30.5%
EMB iShares JPMorgan USD Emerg Mar 0.0%
Value ($000) $25 Shares 230 Est. Cost $111.98 Unrealized
MUNI PIMCO Intermediate Municipal B 0.0%
Value ($000) $25 Shares 450 Est. Cost $54.44 Unrealized
FSLR First Solar Inc 0.0%
Value ($000) $25 Shares 500 Est. Cost $44.60 Unrealized 0.0%
IT Gartner Group Inc Cl A 0.0%
Value ($000) $25 Shares 202 Est. Cost $145.37 Unrealized -20.5%
AVGO Broadcom Inc 0.0%
Value ($000) $24 Shares 77 Est. Cost $24.52 Unrealized 0.0%
Perspecta Inc 0.0%
Value ($000) $24 Shares 1,040 Est. Cost $20.71 Unrealized
AZN Astrazena PLC -Spons ADR 0.0%
Value ($000) $24 Shares 453 Est. Cost $44.57 Unrealized
Carter Validus Mission II Clas 0.0%
Value ($000) $24 Shares 2,575 Est. Cost $9.25 Unrealized
WSM Williams Sonoma Inc. 0.0%
Value ($000) $24 Shares 289 Est. Cost $22.14 Unrealized +38.0%
ViacomCBS Inc 0.0%
Value ($000) $24 Shares 1,000 Est. Cost $41.97 Unrealized
KTOS Kratos Defense and Security So 0.0%
Value ($000) $23 Shares 1,500 Est. Cost $20.99 Unrealized -23.7%
DDS Dillards Inc 0.0%
Value ($000) $23 Shares 900 Est. Cost $21.65 Unrealized 0.0%
PLXS Plexus Corp 0.0%
Value ($000) $23 Shares 330 Est. Cost $59.30 Unrealized +4.7%
Tenneco Inc 0.0%
Value ($000) $23 Shares 3,000 Est. Cost $14.93 Unrealized
MFS Charter Income Trust 0.0%
Value ($000) $22 Shares 2,800 Est. Cost $7.55 Unrealized
FCX Freeport-McMoRan Inc 0.0%
Value ($000) $22 Shares 1,890 Est. Cost $9.74 Unrealized -12.0%
AFL AFLAC Incorporated 0.0%
Value ($000) $22 Shares 600 Est. Cost $37.44 Unrealized -15.6%
NVDA Nvidia Corp 0.0%
Value ($000) $21 Shares 56 Est. Cost $4.18 Unrealized +92.7%
CRBN iShares MSCI ACWI Low Carbon T 0.0%
Value ($000) $21 Shares 175 Est. Cost $120.16 Unrealized
IGM iShares North American Tech ET 0.0%
Value ($000) $21 Shares 75 Est. Cost $242.15 Unrealized
COR Amerisourcebergen Corp. 0.0%
Value ($000) $20 Shares 200 Est. Cost $70.03 Unrealized +13.6%
TREE LendingTree Inc 0.0%
Value ($000) $20 Shares 69 Est. Cost $328.15 Unrealized
PRU Prudential Financial Inc 0.0%
Value ($000) $20 Shares 323 Est. Cost $69.46 Unrealized -36.3%
SIEGY Siemens A G ADR 0.0%
Value ($000) $20 Shares 332 Est. Cost $63.66 Unrealized
BE Bloom Energy Corp 0.0%
Value ($000) $19 Shares 1,750 Est. Cost $7.81 Unrealized 0.0%
HDV iShares High Dividend ETF 0.0%
Value ($000) $19 Shares 233 Est. Cost $81.15 Unrealized
Nuveen AMT-Free QLTY Municipal 0.0%
Value ($000) $19 Shares 1,351 Est. Cost $13.20 Unrealized
KHC The Kraft Heinz Co 0.0%
Value ($000) $19 Shares 584 Est. Cost $45.07 Unrealized -48.8%
ABBNY ABB Ltd-Spon ADR 0.0%
Value ($000) $18 Shares 820 Est. Cost $23.74 Unrealized
Duke Realty Corporation 0.0%
Value ($000) $18 Shares 522 Est. Cost $26.48 Unrealized
DELL Dell Technologies Inc 0.0%
Value ($000) $18 Shares 334 Est. Cost $22.44 Unrealized -8.2%
Business Development Co 40 Act 0.0%
Value ($000) $18 Shares 2,825 Est. Cost $6.47 Unrealized
Gabelli Utility Trust 0.0%
Value ($000) $18 Shares 2,523 Est. Cost $6.99 Unrealized
Arconic Corp 0.0%
Value ($000) $18 Shares 1,303 Est. Cost $13.93 Unrealized
Steadfast Apartment REIT 0.0%
Value ($000) $18 Shares 1,191 Est. Cost $15.23 Unrealized
IYJ iShares US Industrials ETF 0.0%
Value ($000) $18 Shares 120 Est. Cost $150.81 Unrealized
SAM Boston Beer Co Inc Cl A 0.0%
Value ($000) $18 Shares 33 Est. Cost $183.93 Unrealized +163.3%
LTC LTC Properties Reit Ord Shs 0.0%
Value ($000) $18 Shares 470 Est. Cost $51.22 Unrealized
VYX NCR Corp. 0.0%
Value ($000) $17 Shares 1,000 Est. Cost $21.07 Unrealized -45.6%
CODI Compass Diversified Holdings 0.0%
Value ($000) $17 Shares 1,000 Est. Cost $10.41 Unrealized +21.9%
NWSA News Corp Class A 0.0%
Value ($000) $17 Shares 1,440 Est. Cost $10.15 Unrealized 0.0%
LFUS Littelfuse Inc 0.0%
Value ($000) $17 Shares 100 Est. Cost $151.78 Unrealized 0.0%
FIW First Trust ISE Water 0.0%
Value ($000) $17 Shares 300 Est. Cost $47.75 Unrealized
TDC Teradata Corp 0.0%
Value ($000) $17 Shares 800 Est. Cost $38.68 Unrealized -43.8%
WHR Whirlpool Corp 0.0%
Value ($000) $16 Shares 126 Est. Cost $162.37 Unrealized -29.5%
SLYV SPDR S&P 600 Small Cap Value E 0.0%
Value ($000) $16 Shares 325 Est. Cost $49.12 Unrealized
Western Asset Muni Prtfd 0.0%
Value ($000) $16 Shares 1,120 Est. Cost $13.71 Unrealized
XMVTX Blackrock Munivest Fund II 0.0%
Value ($000) $16 Shares 1,167 Est. Cost $14.41 Unrealized
CNQ Canadian Natural Resource Ltd 0.0%
Value ($000) $16 Shares 900 Est. Cost $11.03 Unrealized -44.1%
FE Firstenergy Corp. 0.0%
Value ($000) $16 Shares 400 Est. Cost $34.83 Unrealized -6.4%
BHP BHP Billiton Ltd 0.0%
Value ($000) $15 Shares 310 Est. Cost $44.43 Unrealized
XIFR NextEra Energy Partners, LP 0.0%
Value ($000) $15 Shares 300 Est. Cost $40.48 Unrealized +19.6%
NSRGF Nestle SA 0.0%
Value ($000) $15 Shares 138 Est. Cost $88.43 Unrealized +5.0%
NNVC Nanoviricides Inc 0.0%
Value ($000) $15 Shares 2,036 Est. Cost $4.37 Unrealized +59.0%
New Relic Inc 0.0%
Value ($000) $15 Shares 221 Est. Cost $66.69 Unrealized
FRCB First Republic Bank 0.0%
Value ($000) $15 Shares 142 Est. Cost $92.66 Unrealized +8.8%
PAYX Paychex Inc. 0.0%
Value ($000) $15 Shares 195 Est. Cost $53.45 Unrealized +10.3%
IRM Iron Mountain Inc 0.0%
Value ($000) $15 Shares 546 Est. Cost $22.54 Unrealized -14.5%
DOC Healthpeak Properties Inc 0.0%
Value ($000) $15 Shares 528 Est. Cost $25.47 Unrealized -25.4%
VRTX Vertex Pharmaceuticals Inc. 0.0%
Value ($000) $15 Shares 50 Est. Cost $271.12 Unrealized 0.0%
BIL SPDR Bloomberg Barclays 1-3 mo 0.0%
Value ($000) $14 Shares 158 Est. Cost $91.53 Unrealized
WMB Williams Companies Inc. 0.0%
Value ($000) $14 Shares 752 Est. Cost $17.92 Unrealized -23.0%
GIL Gildan Activewear Inc 0.0%
Value ($000) $14 Shares 900 Est. Cost $29.30 Unrealized -54.0%
LNT Alliant Energy Corporation 0.0%
Value ($000) $14 Shares 286 Est. Cost $30.84 Unrealized +32.0%
Nuveen PA Invt Qty 0.0%
Value ($000) $14 Shares 1,000 Est. Cost $12.57 Unrealized
Streamline Health Solutions In 0.0%
Value ($000) $14 Shares 10,200 Est. Cost $1.48 Unrealized
WH Wyndham Hotels & Resorts Inc 0.0%
Value ($000) $14 Shares 317 Est. Cost $60.97 Unrealized -33.1%
BlackRock Credit Allocation In 0.0%
Value ($000) $13 Shares 1,019 Est. Cost $12.67 Unrealized
MIDD The Middleby Corp 0.0%
Value ($000) $13 Shares 167 Est. Cost $122.66 Unrealized -47.2%
BKNG Booking Holdings Inc 0.0%
Value ($000) $13 Shares 8 Est. Cost $1806.63 Unrealized -17.1%
EHC Encompass Health Corp 0.0%
Value ($000) $13 Shares 204 Est. Cost $50.52 Unrealized 0.0%
RIO Rio Tinto PLC Spnsrd ADR 0.0%
Value ($000) $13 Shares 225 Est. Cost $53.34 Unrealized
PIMCO Corporate & Income Opp F 0.0%
Value ($000) $13 Shares 800 Est. Cost $15.77 Unrealized
PEG Public Service Enterprise Grou 0.0%
Value ($000) $12 Shares 250 Est. Cost $48.05 Unrealized -14.4%
KN Knowles Corp 0.0%
Value ($000) $12 Shares 800 Est. Cost $14.57 Unrealized +2.3%
MGM MGM Resorts International 0.0%
Value ($000) $12 Shares 725 Est. Cost $33.68 Unrealized -52.1%
JKHY Jack Henry & Associates Inc 0.0%
Value ($000) $12 Shares 66 Est. Cost $131.22 Unrealized +24.0%
OXY Occidental Petroleum Corp. 0.0%
Value ($000) $12 Shares 630 Est. Cost $41.98 Unrealized -64.7%
EXC Exelon Corp 0.0%
Value ($000) $11 Shares 316 Est. Cost $23.66 Unrealized -8.2%
IDCC InterDigital Inc 0.0%
Value ($000) $11 Shares 200 Est. Cost $76.57 Unrealized -30.6%
BSX Boston Scientific Corp. 0.0%
Value ($000) $11 Shares 322 Est. Cost $42.37 Unrealized -15.0%
CPB Campbell Soup Co. 0.0%
Value ($000) $11 Shares 225 Est. Cost $35.04 Unrealized +17.7%
DON WisdomTree MidCap Dividend 0.0%
Value ($000) $11 Shares 393 Est. Cost $34.12 Unrealized
ITM Vaneck Vectors AMT-Free Inter 0.0%
Value ($000) $11 Shares 212 Est. Cost $47.57 Unrealized
HUN Huntsman Corp 0.0%
Value ($000) $11 Shares 600 Est. Cost $32.73 Unrealized -48.7%
PPL PPL Corporation 0.0%
Value ($000) $11 Shares 400 Est. Cost $21.97 Unrealized -6.1%
BTGOF BT Group Inc 0.0%
Value ($000) $11 Shares 7,500 Est. Cost $1.57 Unrealized -26.5%
Advent Convertible and Income 0.0%
Value ($000) $10 Shares 800 Est. Cost $14.81 Unrealized
BASFY BASF SE Sponsored ADR 0.0%
Value ($000) $10 Shares 700 Est. Cost $24.62 Unrealized
GPDNF Groupe Danone 0.0%
Value ($000) $10 Shares 150 Est. Cost $81.90 Unrealized -16.7%
BEN Franklin Resources Inc 0.0%
Value ($000) $10 Shares 491 Est. Cost $24.16 Unrealized -40.9%
WSBC Wesbanco Inc 0.0%
Value ($000) $10 Shares 495 Est. Cost $36.24 Unrealized -39.6%
Level One Bancorp Inc 0.0%
Value ($000) $10 Shares 596 Est. Cost $27.20 Unrealized
SPTS SPDR Portfolio Short Term Trea 0.0%
Value ($000) $10 Shares 325 Est. Cost $30.72 Unrealized
Zynga Inc Class A 0.0%
Value ($000) $10 Shares 1,029 Est. Cost $4.13 Unrealized
VAC Marriott Vacations Worldwide 0.0%
Value ($000) $10 Shares 119 Est. Cost $98.36 Unrealized -17.2%
WTRE WisdomTree Global ex-US Real E 0.0%
Value ($000) $10 Shares 400 Est. Cost $29.27 Unrealized
KRE SPDR S&P Regional Banking ETF 0.0%
Value ($000) $10 Shares 248 Est. Cost $38.39 Unrealized
SF Stifel Financial Corp 0.0%
Value ($000) $9 Shares 200 Est. Cost $34.00 Unrealized -19.3%
CVE Cenovus Energy Inc 0.0%
Value ($000) $9 Shares 2,000 Est. Cost $7.59 Unrealized -54.2%
FleetCor Technologies Inc 0.0%
Value ($000) $9 Shares 37 Est. Cost $386.78 Unrealized
ZM Zoom Video Communications, Inc 0.0%
Value ($000) $9 Shares 36 Est. Cost $179.93 Unrealized 0.0%
Owens Illinois Inc 0.0%
Value ($000) $9 Shares 1,000 Est. Cost $7.00 Unrealized
Wyndham Destinations Inc 0.0%
Value ($000) $9 Shares 317 Est. Cost $114.43 Unrealized
FEZ SPDR Euro Stoxx 50 0.0%
Value ($000) $9 Shares 250 Est. Cost $38.30 Unrealized
NBTB NBT Bancorp Inc 0.0%
Value ($000) $9 Shares 288 Est. Cost $36.65 Unrealized -15.0%
HURN Huron Consulting Group Inc 0.0%
Value ($000) $9 Shares 200 Est. Cost $58.42 Unrealized -22.9%
Zivo Bioscience Inc 0.0%
Value ($000) $9 Shares 80,000 Est. Cost $0.10 Unrealized
Nuveen Dividend Advantage Muni 0.0%
Value ($000) $8 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
FTS Fortis Inc 0.0%
Value ($000) $8 Shares 213 Est. Cost $32.03 Unrealized -4.0%
ILCB iShares Morningstar Large-Cap 0.0%
Value ($000) $8 Shares 45 Est. Cost $153.32 Unrealized
ChampionX Corp 0.0%
Value ($000) $8 Shares 800 Est. Cost $9.76 Unrealized
Invesco Municipal Trust 0.0%
Value ($000) $8 Shares 664 Est. Cost $11.69 Unrealized
GOVT iShares US Treasury Bond ETF 0.0%
Value ($000) $8 Shares 278 Est. Cost $28.01 Unrealized
MRCC Monroe Capital Corp 0.0%
Value ($000) $8 Shares 1,117 Est. Cost $4.93 Unrealized -24.1%
CWI SPDR MSCI ACWI ex-US ETF 0.0%
Value ($000) $8 Shares 331 Est. Cost $30.23 Unrealized
LogMeIn Inc 0.0%
Value ($000) $7 Shares 85 Est. Cost $111.54 Unrealized
Eaton Vance Muni Inc Sh Ben In 0.0%
Value ($000) $7 Shares 557 Est. Cost $11.98 Unrealized
WAB Wabtec 0.0%
Value ($000) $7 Shares 120 Est. Cost $69.14 Unrealized -20.7%
LTRE Learning Tree International In 0.0%
Value ($000) $7 Shares 15,340 Est. Cost $1.12 Unrealized -58.0%
EWJ iShares MSCI Japan ETF 0.0%
Value ($000) $7 Shares 125 Est. Cost $58.12 Unrealized
FTCS First Trust Capital Strength E 0.0%
Value ($000) $7 Shares 116 Est. Cost $58.42 Unrealized
HIG Hartford Financial Services Gr 0.0%
Value ($000) $7 Shares 175 Est. Cost $41.02 Unrealized -17.9%
AMLP ALPS Alerian MLP ETF 0.0%
Value ($000) $7 Shares 271 Est. Cost $24.68 Unrealized
Nuveen Dividend Advantage Muni 0.0%
Value ($000) $7 Shares 435 Est. Cost $14.58 Unrealized
UNM Unum Group 0.0%
Value ($000) $7 Shares 392 Est. Cost $15.78 Unrealized 0.0%
HAL Halliburton Co. 0.0%
Value ($000) $6 Shares 500 Est. Cost $9.78 Unrealized 0.0%
FVD First Trust Value Line Dividen 0.0%
Value ($000) $6 Shares 212 Est. Cost $30.32 Unrealized
VMC Vulcan Materials Co 0.0%
Value ($000) $6 Shares 55 Est. Cost $133.67 Unrealized -21.8%
Liberty SiriusXM Group C 0.0%
Value ($000) $6 Shares 182 Est. Cost $41.15 Unrealized
COF Capital One Financial Corporat 0.0%
Value ($000) $6 Shares 100 Est. Cost $80.40 Unrealized -29.6%
Eaton Vance Tax-Advantaged Glo 0.0%
Value ($000) $6 Shares 300 Est. Cost $25.33 Unrealized
JLL Jones Lang LaSalle Inc 0.0%
Value ($000) $6 Shares 60 Est. Cost $138.16 Unrealized -25.4%
FTC First Trust Large Cap Growth A 0.0%
Value ($000) $6 Shares 81 Est. Cost $76.62 Unrealized
VMware, Inc CL A 0.0%
Value ($000) $6 Shares 40 Est. Cost $150.05 Unrealized
NEM Newmont Corporation 0.0%
Value ($000) $6 Shares 100 Est. Cost $31.75 Unrealized +57.1%
TEVA Teva Pharmaceutical-SP ADR 0.0%
Value ($000) $6 Shares 500 Est. Cost $23.49 Unrealized
TE Connectivity Ltd 0.0%
Value ($000) $6 Shares 75 Est. Cost $99.44 Unrealized
QCLN First TR Clean Energy Green 0.0%
Value ($000) $6 Shares 200 Est. Cost $19.52 Unrealized
HSBC HSBC Holdings PLC Sponsored AD 0.0%
Value ($000) $6 Shares 254 Est. Cost $48.72 Unrealized
HST Host Hotels & Resorts Inc 0.0%
Value ($000) $6 Shares 543 Est. Cost $13.53 Unrealized -29.8%
PSCT Invesco S&P SmallCap Informati 0.0%
Value ($000) $6 Shares 65 Est. Cost $87.03 Unrealized
Alexion Pharmaceuticals Inc 0.0%
Value ($000) $6 Shares 50 Est. Cost $111.46 Unrealized
XLRE Real Estate Select Sector SPDR 0.0%
Value ($000) $6 Shares 160 Est. Cost $39.34 Unrealized
Eaton Vance Tax-Managed Global 0.0%
Value ($000) $6 Shares 750 Est. Cost $7.46 Unrealized
Wisdom Tree U.S. ESG Fund 0.0%
Value ($000) $6 Shares 165 Est. Cost $31.14 Unrealized
EZM WisdomTree US MidCap Earnings 0.0%
Value ($000) $5 Shares 165 Est. Cost $38.68 Unrealized
SM SM Energy Company 0.0%
Value ($000) $5 Shares 1,400 Est. Cost $19.42 Unrealized -84.6%
RCL Royal Caribbean Cruises Ltd 0.0%
Value ($000) $5 Shares 100 Est. Cost $105.84 Unrealized -58.0%
H Hyatt Hotels Corp 0.0%
Value ($000) $5 Shares 100 Est. Cost $74.19 Unrealized -29.1%
WCC WESCO International Inc 0.0%
Value ($000) $5 Shares 143 Est. Cost $29.05 Unrealized 0.0%
DTE DTE Energy Company 0.0%
Value ($000) $5 Shares 45 Est. Cost $67.23 Unrealized +8.9%
EXPD Expeditors Intl Wash Inc 0.0%
Value ($000) $5 Shares 64 Est. Cost $67.86 Unrealized +0.6%
KWR Quaker Chemical Corp 0.0%
Value ($000) $5 Shares 26 Est. Cost $151.55 Unrealized +3.6%
INRE Inland Real Estate Income Trus 0.0%
Value ($000) $5 Shares 245 Est. Cost $19.63 Unrealized
KTB Kontoor Brands Inc 0.0%
Value ($000) $5 Shares 265 Est. Cost $29.07 Unrealized -38.7%
IHE iShares Dow Jones US Pharmaceu 0.0%
Value ($000) $5 Shares 30 Est. Cost $147.53 Unrealized
SSP E.W. Scripps Company 0.0%
Value ($000) $5 Shares 519 Est. Cost $10.35 Unrealized -41.7%
ITB iShares US Home Construction E 0.0%
Value ($000) $4 Shares 100 Est. Cost $43.31 Unrealized
Meredith Corp 0.0%
Value ($000) $4 Shares 300 Est. Cost $36.66 Unrealized
Covetrus Inc 0.0%
Value ($000) $4 Shares 240 Est. Cost $31.85 Unrealized
Aphria Inc 0.0%
Value ($000) $4 Shares 1,000 Est. Cost $5.19 Unrealized
CVSA Adtalem Global Education Inc 0.0%
Value ($000) $4 Shares 132 Est. Cost $44.90 Unrealized -30.5%
AKR Acadia Realty Trust 0.0%
Value ($000) $4 Shares 301 Est. Cost $12.68 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 -14.8%
VREX Varex Imaging Corp 0.0%
Value ($000) $4 Shares 240 Est. Cost $38.13 Unrealized -47.1%
SDOG ALPS Sector Dividend Dogs ETF 0.0%
Value ($000) $4 Shares 100 Est. Cost $36.35 Unrealized
Purefunds Cyber Security ETF 0.0%
Value ($000) $4 Shares 80 Est. Cost $35.67 Unrealized
SCHH Schwab US REIT ETF 0.0%
Value ($000) $4 Shares 100 Est. Cost $39.34 Unrealized
F Ford Motor Co. 0.0%
Value ($000) $3 Shares 564 Est. Cost $6.32 Unrealized -33.5%
Calamos Strategic Total Return 0.0%
Value ($000) $3 Shares 270 Est. Cost $12.72 Unrealized
LYFT Lyft Inc 0.0%
Value ($000) $3 Shares 100 Est. Cost $31.62 Unrealized 0.0%
PUBGY Publicis Groupe SA ADR 0.0%
Value ($000) $3 Shares 400 Est. Cost $12.34 Unrealized
EWH iShares MSCI Hong Kong ETF 0.0%
Value ($000) $3 Shares 150 Est. Cost $25.31 Unrealized
ICLN iShares Global Clean Energy ET 0.0%
Value ($000) $3 Shares 250 Est. Cost $9.50 Unrealized
JHG Janus Henderson Group PLC 0.0%
Value ($000) $3 Shares 144 Est. Cost $35.68 Unrealized -46.0%
GBIL Goldman Sachs Access Treasury 0.0%
Value ($000) $3 Shares 30 Est. Cost $100.50 Unrealized
BOTZ Global X Robotics/Artificial I 0.0%
Value ($000) $3 Shares 125 Est. Cost $23.94 Unrealized
DURECT Corp 0.0%
Value ($000) $3 Shares 1,259 Est. Cost $3.80 Unrealized
Eaton Vance Limited Duration I 0.0%
Value ($000) $3 Shares 255 Est. Cost $10.57 Unrealized
BCE BCE Inc 0.0%
Value ($000) $3 Shares 67 Est. Cost $30.90 Unrealized -9.1%
BlackRock Science and Technolo 0.0%
Value ($000) $3 Shares 75 Est. Cost $37.81 Unrealized
IR Ingersoll-Rand PLC Shs 0.0%
Value ($000) $3 Shares 100 Est. Cost $31.60 Unrealized -11.1%
RHI Robert Half Intl Inc 0.0%
Value ($000) $3 Shares 53 Est. Cost $56.39 Unrealized -15.8%
WPC W P Carey Inc 0.0%
Value ($000) $3 Shares 40 Est. Cost $68.70 Unrealized
VNM Vaneck Vectors Vietnam ETF 0.0%
Value ($000) $3 Shares 200 Est. Cost $19.56 Unrealized
MFS Intermediate Income Tr 0.0%
Value ($000) $3 Shares 725 Est. Cost $3.93 Unrealized
IEF iShares Barclays 7-10 Yr Treas 0.0%
Value ($000) $3 Shares 22 Est. Cost $121.50 Unrealized
UAA Under Armour Inc 0.0%
Value ($000) $3 Shares 300 Est. Cost $22.06 Unrealized -57.0%
LMPMY Lee & Man Paper Mfg LTD ADR 0.0%
Value ($000) $3 Shares 500 Est. Cost $10.47 Unrealized
WELL Welltower Inc 0.0%
Value ($000) $3 Shares 50 Est. Cost $56.36 Unrealized -25.9%
Rivernorth Marketplace Lending 0.0%
Value ($000) $3 Shares 171 Est. Cost $20.40 Unrealized
THG Hanover Insurance Group Inc 0.0%
Value ($000) $3 Shares 25 Est. Cost $96.92 Unrealized -11.5%
KDP Keurig Dr Pepper Inc 0.0%
Value ($000) $2 Shares 88 Est. Cost $24.67 Unrealized -4.4%
MDRX Allscripts Healthcare Solution 0.0%
Value ($000) $2 Shares 350 Est. Cost $10.26 Unrealized -36.8%
Triton Intl Ltd Cl A 0.0%
Value ($000) $2 Shares 75 Est. Cost $30.24 Unrealized
ERIC Ericsson L M Tel Co 0.0%
Value ($000) $2 Shares 240 Est. Cost $7.71 Unrealized
PH Parker Hannifin Corp. 0.0%
Value ($000) $2 Shares 12 Est. Cost $172.16 Unrealized -13.2%
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
Bristol-Myers Squibb Co Rights 0.0%
Value ($000) $2 Shares 550 Est. Cost $3.48 Unrealized
Apache Corp 0.0%
Value ($000) $2 Shares 140 Est. Cost $33.85 Unrealized
MTUM iShares Edge MSCI USA Momentum 0.0%
Value ($000) $2 Shares 14 Est. Cost $106.50 Unrealized
PCG P G & E Corp. 0.0%
Value ($000) $2 Shares 200 Est. Cost $14.95 Unrealized -28.0%
Templeton Emerg Mkts Income 0.0%
Value ($000) $2 Shares 225 Est. Cost $11.56 Unrealized
IVZ Invesco Limited 0.0%
Value ($000) $2 Shares 163 Est. Cost $13.12 Unrealized -46.3%
BH Biglari Holdings Inc Class B 0.0%
Value ($000) $2 Shares 25 Est. Cost $226.63 Unrealized -71.6%
CCL Carnival Corp 0.0%
Value ($000) $2 Shares 100 Est. Cost $44.98 Unrealized -66.7%
CGW Invesco S&P Global Water Index 0.0%
Value ($000) $2 Shares 42 Est. Cost $37.38 Unrealized
Westport Fuel Systems Inc 0.0%
Value ($000) $1 Shares 1,206 Est. Cost $1.24 Unrealized
DAL Delta Air Lines Inc 0.0%
Value ($000) $1 Shares 52 Est. Cost $24.75 Unrealized 0.0%
Eaton Vance Risk-Mgd Divers Eq 0.0%
Value ($000) $1 Shares 150 Est. Cost $8.99 Unrealized
VDE Vanguard Energy ETF 0.0%
Value ($000) $1 Shares 28 Est. Cost $50.29 Unrealized
UNFI United Natural Foods Inc 0.0%
Value ($000) $1 Shares 77 Est. Cost $45.23 Unrealized -66.8%
Welbilt Inc 0.0%
Value ($000) $1 Shares 230 Est. Cost $16.86 Unrealized
OMC Omnicom Group Inc 0.0%
Value ($000) $1 Shares 25 Est. Cost $59.66 Unrealized -25.8%
XLE Energy Select Sector SPDR 0.0%
Value ($000) $1 Shares 35 Est. Cost $67.41 Unrealized
Canopy Growth Corporation 0.0%
Value ($000) $1 Shares 80 Est. Cost $40.31 Unrealized
ARI Apollo Commercial Real Estate 0.0%
Value ($000) $1 Shares 125 Est. Cost $19.63 Unrealized
GTX Garrett Motion Inc 0.0%
Value ($000) $1 Shares 221 Est. Cost $13.59 Unrealized -64.1%
SAIC Science Applications Internati 0.0%
Value ($000) $1 Shares 15 Est. Cost $78.17 Unrealized +4.9%
EWS iShares MSCI Singapore Capped 0.0%
Value ($000) $1 Shares 62 Est. Cost $26.68 Unrealized
DVN Devon Energy Corp New 0.0%
Value ($000) $1 Shares 100 Est. Cost $18.06 Unrealized -53.5%
Twitter Inc 0.0%
Value ($000) $1 Shares 37 Est. Cost $29.78 Unrealized
WSO Watsco Inc 0.0%
Value ($000) $1 Shares 6 Est. Cost $162.96 Unrealized +1.6%
Vonage Holdings Corp 0.0%
Value ($000) $1 Shares 100 Est. Cost $11.30 Unrealized
CRWD Crowdstrike Hldgs Inc Cl A 0.0%
Value ($000) $1 Shares 10 Est. Cost $56.47 Unrealized +42.0%
BFH Alliance Data Systems Corp 0.0%
Value ($000) $1 Shares 22 Est. Cost $100.40 Unrealized -67.9%
ASIX Advansix Inc 0.0%
Value ($000) $1 Shares 79 Est. Cost $34.71 Unrealized -69.4%
CC The Chemours Co 0.0%
Value ($000) $1 Shares 60 Est. Cost $31.74 Unrealized -67.7%
LEG Leggett & Platt Inc. 0.0%
Value ($000) $1 Shares 25 Est. Cost $42.55 Unrealized -27.1%
SVC Service Properties Trust 0.0%
Value ($000) $1 Shares 118 Est. Cost $25.79 Unrealized
BBU Brookfield Business Partners L 0.0%
Value ($000) $1 Shares 36 Est. Cost $36.00 Unrealized
REZI Resideo Technologies 0.0%
Value ($000) $1 Shares 60 Est. Cost $20.44 Unrealized -65.9%
PBR/A Petroleo Brasileiro SA ADR 0.0%
Value ($000) $1 Shares 85 Est. Cost $11.63 Unrealized
BH/A Biglari Holdings Inc Class A 0.0%
Value ($000) $1 Shares 2 Est. Cost $994.08 Unrealized -66.1%
EWM iShares MSCI Malaysia (Free) E 0.0%
Value ($000) $1 Shares 25 Est. Cost $36.16 Unrealized
Aurora Cannabis Inc 0.0%
Value ($000) $1 Shares 45 Est. Cost $12.42 Unrealized
EPR EPR Properties 0.0%
Value ($000) $0 Shares 14 Est. Cost $55.79 Unrealized
Tilray Inc 0.0%
Value ($000) $0 Shares 55 Est. Cost $46.56 Unrealized
VSMD Vasamed Inc 0.0%
Value ($000) $0 Shares 27,513 Est. Cost $0.01 Unrealized +50.2%
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
WPX Energy Inc 0.0%
Value ($000) $0 Shares 33 Est. Cost $10.58 Unrealized
SSYS Stratasys Ltd 0.0%
Value ($000) $0 Shares 10 Est. Cost $16.92 Unrealized 0.0%
Penney (J C) Co Inc. 0.0%
Value ($000) $0 Shares 400 Est. Cost $3.02 Unrealized
T-Mobile US Inc-Rights 0.0%
Value ($000) $0 Shares 548 Est. Cost $0.17 Unrealized
BHF Brighthouse Financial Inc. 0.0%
Value ($000) $0 Shares 3 Est. Cost $52.62 Unrealized -47.6%
M Macys Inc 0.0%
Value ($000) $0 Shares 6 Est. Cost $25.73 Unrealized -76.1%
Titan Medical Inc 0.0%
Value ($000) $0 Shares 33 Est. Cost $5.61 Unrealized
Western Asset Global High Inc 0.0%
Value ($000) $0 Shares 2 Est. Cost $9.47 Unrealized
Terra Tech Corp 0.0%
Value ($000) $0 Shares 134 Est. Cost $0.36 Unrealized
Motors Liq Co GUC Trust 0.0%
Value ($000) $0 Shares 5 Est. Cost $9.40 Unrealized
MTLK Metalink Ltd Shs 0.0%
Value ($000) $0 Shares 10 Est. Cost $0.41 Unrealized 0.0%
American International Group W 0.0%
Value ($000) $0 Shares 2 Est. Cost $16.50 Unrealized
Frontier Communications Corpor 0.0%
Value ($000) $0 Shares 20 Est. Cost $0.85 Unrealized
Windstream Holdings Inc 0.0%
Value ($000) $0 Shares 5 Est. Cost Unrealized
Seventy Seven Energy-Escrow 0.0%
Value ($000) $0 Shares 7 Est. Cost Unrealized
Encorium Group Inc 0.0%
Value ($000) $0 Shares 52 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
Cardia Inc 0.0%
Value ($000) $0 Shares 5,702 Est. Cost Unrealized
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 +1434.1%
Key Energy Services Inc Exp 12 0.0%
Value ($000) $0 Shares 8 Est. Cost Unrealized
Key Energy Services Inc Exp 12 0.0%
Value ($000) $0 Shares 8 Est. Cost Unrealized