BARTLETT & CO. WEALTH MANAGEMENT LLC Diversified Active

CIK: 0002010186 · Show all filings

Period: Q3 2020 (← Previous) (Next →)

Filing Date: Feb 13, 2024

Total Value ($000): $4,263,754 (100.0% shares, 0.0% debt)

Holdings (851)

AAPL Apple Inc 5.8%
Value ($000) $248,311 Shares 2,144,123 Est. Cost $89.32 Unrealized +18.6%
MSFT Microsoft Corp 5.1%
Value ($000) $216,154 Shares 1,027,691 Est. Cost $98.81 Unrealized +103.2%
MA Mastercard Inc 2.8%
Value ($000) $121,397 Shares 358,983 Est. Cost $163.70 Unrealized +92.8%
ABT Abbott Labs 2.6%
Value ($000) $111,917 Shares 1,028,363 Est. Cost $58.39 Unrealized +58.1%
LOW Lowe's Companies Inc 2.5%
Value ($000) $106,925 Shares 644,672 Est. Cost $87.09 Unrealized +60.6%
PG Procter & Gamble Co 2.4%
Value ($000) $100,642 Shares 724,094 Est. Cost $76.59 Unrealized +51.9%
AMGN Amgen Inc 2.3%
Value ($000) $97,537 Shares 383,759 Est. Cost $148.31 Unrealized +41.3%
GOOG Alphabet Inc Class C 2.2%
Value ($000) $95,859 Shares 65,228 Est. Cost $56.11 Unrealized +35.0%
BRK/B Berkshire Hathaway Inc - Class 2.2%
Value ($000) $94,738 Shares 444,903 Est. Cost $205.61 Unrealized -0.5%
DIS Disney (Walt) Co 1.9%
Value ($000) $83,109 Shares 669,801 Est. Cost $112.48 Unrealized +8.6%
PEP Pepsico Inc 1.8%
Value ($000) $78,696 Shares 567,789 Est. Cost $93.11 Unrealized +23.7%
VCIT Vanguard Intermediate Term Cor 1.6%
Value ($000) $67,483 Shares 704,412 Est. Cost $88.04 Unrealized
ACN Accenture PLC - Class A 1.5%
Value ($000) $65,928 Shares 291,729 Est. Cost $152.72 Unrealized +39.0%
TJX TJX Companies Inc. 1.5%
Value ($000) $64,487 Shares 1,158,798 Est. Cost $41.11 Unrealized +21.7%
JPM JPMorgan Chase & Co 1.5%
Value ($000) $64,143 Shares 666,279 Est. Cost $92.15 Unrealized -7.3%
TMO Thermo Fisher Scientific Inc 1.4%
Value ($000) $61,159 Shares 138,451 Est. Cost $276.95 Unrealized +47.1%
VCSH Vanguard Short-Term Corp Bond 1.4%
Value ($000) $60,320 Shares 728,060 Est. Cost $79.09 Unrealized
AGG iShares Core Total U.S. Bond M 1.4%
Value ($000) $59,114 Shares 500,714 Est. Cost $115.57 Unrealized
VOO Vanguard S&P 500 ETF 1.4%
Value ($000) $58,853 Shares 190,491 Est. Cost $249.95 Unrealized
VZ Verizon Communications Inc 1.4%
Value ($000) $58,254 Shares 979,217 Est. Cost $33.89 Unrealized +25.6%
AMT American Tower REIT Inc 1.3%
Value ($000) $56,213 Shares 231,632 Est. Cost $152.00 Unrealized +42.6%
NEE NextEra Energy Inc 1.3%
Value ($000) $54,365 Shares 195,869 Est. Cost $51.29 Unrealized +17.5%
Linde AG 1.2%
Value ($000) $52,047 Shares 218,564 Est. Cost $166.83 Unrealized
CRM Salesforce Com 1.2%
Value ($000) $50,856 Shares 202,357 Est. Cost $169.55 Unrealized +27.6%
BMY Bristol-Myers Squibb Co. 1.2%
Value ($000) $49,759 Shares 825,323 Est. Cost $45.02 Unrealized +7.9%
AMZN Amazon.com Inc. 1.2%
Value ($000) $49,734 Shares 15,795 Est. Cost $101.54 Unrealized +55.3%
ITW Illinois Tool Works 1.2%
Value ($000) $49,690 Shares 255,679 Est. Cost $133.11 Unrealized +25.7%
DUK Duke Energy Corp 1.1%
Value ($000) $48,729 Shares 550,237 Est. Cost $60.99 Unrealized +9.4%
DE Deere Co 1.1%
Value ($000) $47,223 Shares 212,344 Est. Cost $142.09 Unrealized +26.5%
JNJ Johnson & Johnson 1.1%
Value ($000) $46,274 Shares 310,815 Est. Cost $109.26 Unrealized +16.2%
BAX Baxter International Inc 1.1%
Value ($000) $46,222 Shares 573,019 Est. Cost $59.95 Unrealized +25.5%
ENB Enbridge Inc 1.0%
Value ($000) $43,407 Shares 1,486,550 Est. Cost $21.89 Unrealized +0.5%
ADI Analog Devices Inc 1.0%
Value ($000) $42,755 Shares 366,237 Est. Cost $82.65 Unrealized +28.8%
NKE Nike Inc. 1.0%
Value ($000) $42,225 Shares 335,690 Est. Cost $60.28 Unrealized +65.3%
CMCSA Comcast Corporation Class A 1.0%
Value ($000) $41,384 Shares 894,605 Est. Cost $36.90 Unrealized +2.0%
FDX Fedex Corp 1.0%
Value ($000) $41,080 Shares 162,918 Est. Cost $202.44 Unrealized -10.6%
NSRGY Nestle SA Sponsored ADR 0.9%
Value ($000) $40,348 Shares 338,330 Est. Cost $103.55 Unrealized
MCD McDonalds Corp 0.9%
Value ($000) $39,740 Shares 181,056 Est. Cost $150.33 Unrealized +20.7%
IEFA iShares Core MSCI EAFE 0.9%
Value ($000) $38,660 Shares 641,339 Est. Cost $64.84 Unrealized
VMBS Vanguard Mortgage-Backed Secur 0.9%
Value ($000) $38,622 Shares 711,670 Est. Cost $52.43 Unrealized
INTC Intel Corp 0.9%
Value ($000) $38,457 Shares 742,693 Est. Cost $40.62 Unrealized +14.5%
MKC McCormick & Co 0.8%
Value ($000) $36,108 Shares 186,029 Est. Cost $45.28 Unrealized +93.6%
FIS Fidelity National Information 0.8%
Value ($000) $35,446 Shares 240,786 Est. Cost $118.05 Unrealized +9.1%
GOOGL Alphabet Inc Class A 0.8%
Value ($000) $34,245 Shares 23,366 Est. Cost $55.66 Unrealized +35.9%
WM Waste Management Inc. 0.8%
Value ($000) $33,794 Shares 298,610 Est. Cost $86.96 Unrealized +16.5%
UNP Union Pacific Corp 0.8%
Value ($000) $33,528 Shares 170,307 Est. Cost $138.85 Unrealized +18.7%
Laboratory Corp Amer Hldgs 0.8%
Value ($000) $33,077 Shares 175,687 Est. Cost $161.54 Unrealized
UNH UnitedHealth Group Incorporate 0.7%
Value ($000) $31,211 Shares 100,109 Est. Cost $244.72 Unrealized +14.9%
COST Costco Wholesale Corp 0.7%
Value ($000) $30,892 Shares 87,019 Est. Cost $286.63 Unrealized +7.8%
TROW T Rowe Price Group Inc. 0.7%
Value ($000) $30,784 Shares 240,089 Est. Cost $88.61 Unrealized +18.5%
META Facebook Inc Class A 0.6%
Value ($000) $26,123 Shares 99,743 Est. Cost $173.89 Unrealized +47.3%
SBUX Starbucks Corp. 0.6%
Value ($000) $25,238 Shares 293,735 Est. Cost $79.67 Unrealized -11.1%
BRK/A Berkshire Hathaway Inc. Class 0.6%
Value ($000) $24,640 Shares 77 Est. Cost $309114.90 Unrealized -0.7%
Kansas City Southern 0.6%
Value ($000) $24,298 Shares 134,072 Est. Cost $110.22 Unrealized
USB US Bancorp 0.5%
Value ($000) $22,886 Shares 630,988 Est. Cost $39.84 Unrealized -27.4%
CB Chubb Ltd 0.5%
Value ($000) $21,764 Shares 186,171 Est. Cost $126.42 Unrealized -8.4%
VTI Vanguard Total Stock Market VI 0.5%
Value ($000) $21,678 Shares 127,286 Est. Cost $144.21 Unrealized
DHR Danaher Corp 0.5%
Value ($000) $21,189 Shares 98,322 Est. Cost $121.20 Unrealized +43.3%
RTX Raytheon Technologies Corp 0.5%
Value ($000) $21,060 Shares 366,005 Est. Cost $54.61 Unrealized -1.7%
GD General Dynamics Corporation 0.5%
Value ($000) $21,028 Shares 151,907 Est. Cost $152.52 Unrealized -14.1%
NVS Novartis AG-ADR 0.5%
Value ($000) $20,939 Shares 240,786 Est. Cost $81.06 Unrealized
NSC Norfolk Southern Corp. 0.5%
Value ($000) $20,495 Shares 95,777 Est. Cost $123.43 Unrealized +45.8%
WMT Walmart Inc 0.5%
Value ($000) $20,075 Shares 143,488 Est. Cost $34.23 Unrealized +20.7%
SCHB Schwab US Broad Market ETF 0.4%
Value ($000) $19,140 Shares 240,335 Est. Cost $63.56 Unrealized
UPS United Parcel Service Inc. 0.4%
Value ($000) $18,866 Shares 113,221 Est. Cost $87.32 Unrealized +34.4%
MDY SPDR S&P MidCap 400 ETF Trust 0.4%
Value ($000) $18,483 Shares 54,384 Est. Cost $342.62 Unrealized
DEO Diageo P L C Spon ADR 0.4%
Value ($000) $18,102 Shares 129,367 Est. Cost $136.81 Unrealized
CDW CDW Corp 0.4%
Value ($000) $16,902 Shares 141,404 Est. Cost $107.20 Unrealized 0.0%
ADP Automatic Data Processing 0.4%
Value ($000) $15,341 Shares 109,270 Est. Cost $101.11 Unrealized +23.6%
MRK Merck & Co. Inc. 0.3%
Value ($000) $13,206 Shares 158,045 Est. Cost $52.64 Unrealized +25.2%
SYY Sysco Corp. 0.3%
Value ($000) $13,155 Shares 211,433 Est. Cost $58.08 Unrealized -13.2%
VEU Vanguard FTSE All-World Ex-US 0.3%
Value ($000) $12,954 Shares 256,779 Est. Cost $52.49 Unrealized
BSV Vanguard Short-Term Bond ETF 0.3%
Value ($000) $12,303 Shares 148,145 Est. Cost $82.63 Unrealized
GILD Gilead Sciences Inc. 0.3%
Value ($000) $11,976 Shares 189,525 Est. Cost $57.50 Unrealized -2.4%
LMT Lockheed Martin Corp. 0.3%
Value ($000) $11,763 Shares 30,691 Est. Cost $306.72 Unrealized +7.3%
MDLZ Mondelez Intl Inc CL A 0.3%
Value ($000) $11,137 Shares 192,818 Est. Cost $45.66 Unrealized +6.4%
BDX Becton Dickinson & Co 0.3%
Value ($000) $10,889 Shares 46,797 Est. Cost $223.31 Unrealized +0.9%
IWP iShares Russell Midcap Growth 0.3%
Value ($000) $10,813 Shares 62,551 Est. Cost $127.21 Unrealized
ABBV Abbvie Inc 0.3%
Value ($000) $10,706 Shares 122,232 Est. Cost $74.75 Unrealized +2.1%
AXP American Express Company 0.2%
Value ($000) $10,393 Shares 103,666 Est. Cost $100.08 Unrealized -8.2%
CL Colgate-Palmolive Co. 0.2%
Value ($000) $10,249 Shares 132,850 Est. Cost $61.37 Unrealized +9.7%
EMR Emerson Electric Co. 0.2%
Value ($000) $10,135 Shares 154,570 Est. Cost $57.91 Unrealized +1.5%
WEC WEC Energy Group Inc. 0.2%
Value ($000) $9,980 Shares 102,991 Est. Cost $48.39 Unrealized +61.4%
VFC V F Corp. 0.2%
Value ($000) $9,900 Shares 140,927 Est. Cost $73.11 Unrealized -11.7%
IEMG iShares Core MSCI Emerging Mar 0.2%
Value ($000) $9,898 Shares 187,456 Est. Cost $54.90 Unrealized
VBR Vanguard Small Cap Value VIPER 0.2%
Value ($000) $9,871 Shares 89,225 Est. Cost $128.86 Unrealized
LHX L3Harris Technologies 0.2%
Value ($000) $9,852 Shares 58,006 Est. Cost $180.55 Unrealized -12.9%
VBK Vanguard Small Cap Growth VIPE 0.2%
Value ($000) $9,646 Shares 44,882 Est. Cost $181.78 Unrealized
ROK Rockwell Automation Corporatio 0.2%
Value ($000) $9,164 Shares 41,527 Est. Cost $141.39 Unrealized +44.1%
EFA iShares MSCI EAFE ETF 0.2%
Value ($000) $9,026 Shares 141,809 Est. Cost $61.98 Unrealized
CSCO Cisco Systems Inc 0.2%
Value ($000) $8,697 Shares 220,795 Est. Cost $41.01 Unrealized -9.6%
HD Home Depot Inc. 0.2%
Value ($000) $8,685 Shares 31,273 Est. Cost $164.67 Unrealized +44.3%
KO Coca Cola 0.2%
Value ($000) $8,627 Shares 173,292 Est. Cost $40.06 Unrealized +1.8%
SPY SPDR S&P 500 ETF Trust 0.2%
Value ($000) $8,437 Shares 25,093 Est. Cost $284.58 Unrealized
FNDX Schwab Fundamental US Large Co 0.2%
Value ($000) $8,378 Shares 216,325 Est. Cost $37.34 Unrealized
CFR Cullen Frost Bankers 0.2%
Value ($000) $8,273 Shares 129,365 Est. Cost $81.62 Unrealized -26.9%
MMM 3M Company 0.2%
Value ($000) $8,028 Shares 50,118 Est. Cost $119.01 Unrealized -7.3%
VWO Vanguard FTSE Emerging Markets 0.2%
Value ($000) $7,819 Shares 180,834 Est. Cost $46.85 Unrealized
IBM International Business Machine 0.2%
Value ($000) $7,653 Shares 62,901 Est. Cost $106.97 Unrealized -12.3%
KMB Kimberly Clark 0.2%
Value ($000) $7,458 Shares 50,140 Est. Cost $93.22 Unrealized +32.5%
VXF Vanguard Extended Market VIPER 0.2%
Value ($000) $7,449 Shares 57,251 Est. Cost $111.83 Unrealized
JPST JP Morgan Ultra Short Income F 0.2%
Value ($000) $7,368 Shares 145,055 Est. Cost $50.60 Unrealized
IGSB iShares Short-Term Corporate B 0.2%
Value ($000) $7,336 Shares 133,599 Est. Cost $60.60 Unrealized
XOM Exxon Mobil Corp 0.2%
Value ($000) $7,225 Shares 210,454 Est. Cost $55.17 Unrealized -41.4%
SJM J.M. Smucker Company 0.2%
Value ($000) $7,200 Shares 62,327 Est. Cost $95.88 Unrealized -2.5%
SCZ iShares MSCI EAFE Small-Cap 0.2%
Value ($000) $7,177 Shares 121,673 Est. Cost $57.06 Unrealized
PFE Pfizer Inc. 0.2%
Value ($000) $6,957 Shares 189,574 Est. Cost $25.11 Unrealized +8.0%
SCHZ Schwab U.S. Aggregate Bond ETF 0.2%
Value ($000) $6,886 Shares 122,796 Est. Cost $52.83 Unrealized
STZ Constellation Brands Inc 0.2%
Value ($000) $6,577 Shares 34,705 Est. Cost $180.85 Unrealized -7.7%
CVX Chevron Corp 0.2%
Value ($000) $6,425 Shares 89,241 Est. Cost $86.24 Unrealized -22.9%
TRV Travelers Cos Inc 0.2%
Value ($000) $6,399 Shares 59,147 Est. Cost $129.41 Unrealized -20.8%
MUB iShares S&P National AMT-Free 0.1%
Value ($000) $6,084 Shares 52,477 Est. Cost $111.84 Unrealized
IVE iShares S&P 500 Value ETF 0.1%
Value ($000) $6,071 Shares 53,991 Est. Cost $109.25 Unrealized
VB Vanguard Small-Cap VIPERs 0.1%
Value ($000) $6,042 Shares 39,283 Est. Cost $152.68 Unrealized
IWS iShares Russell MidCap Value E 0.1%
Value ($000) $5,921 Shares 73,249 Est. Cost $82.20 Unrealized
T AT&T Inc 0.1%
Value ($000) $5,594 Shares 196,220 Est. Cost $16.06 Unrealized -3.1%
ETN Eaton Corp PLC 0.1%
Value ($000) $5,377 Shares 52,699 Est. Cost $72.06 Unrealized +23.8%
PFF iShares S&P US Preferred Stock 0.1%
Value ($000) $5,288 Shares 145,078 Est. Cost $37.20 Unrealized
IVV iShares Core S&P 500 ETF 0.1%
Value ($000) $5,183 Shares 15,422 Est. Cost $271.79 Unrealized
TGT Target Corp 0.1%
Value ($000) $5,137 Shares 32,632 Est. Cost $59.08 Unrealized +100.8%
IWN iShares Russell 2000 Value ETF 0.1%
Value ($000) $4,850 Shares 48,830 Est. Cost $116.69 Unrealized
IWR iShares Russell Midcap ETF 0.1%
Value ($000) $4,483 Shares 78,128 Est. Cost $64.75 Unrealized
XLK US Technology Select SPDR 0.1%
Value ($000) $4,401 Shares 37,711 Est. Cost $66.89 Unrealized
SCHF Schwab International Equity ET 0.1%
Value ($000) $4,397 Shares 140,029 Est. Cost $30.90 Unrealized
VO Vanguard Mid-Cap ETF 0.1%
Value ($000) $4,301 Shares 24,399 Est. Cost $167.54 Unrealized
SCHX Schwab U.S. Large-Cap ETF 0.1%
Value ($000) $4,255 Shares 52,768 Est. Cost $63.90 Unrealized
Nuveen Ohio Quality Income 0.1%
Value ($000) $4,250 Shares 281,962 Est. Cost $14.91 Unrealized
CINF Cincinnati Financial Corp 0.1%
Value ($000) $4,208 Shares 53,551 Est. Cost $61.05 Unrealized +10.6%
IWO iShares Russell 2000 Growth In 0.1%
Value ($000) $4,140 Shares 18,691 Est. Cost $192.08 Unrealized
MBB iShares Barclays MBS ETF 0.1%
Value ($000) $4,087 Shares 37,016 Est. Cost $107.82 Unrealized
XLY Consumer Discretionary Select 0.1%
Value ($000) $3,984 Shares 27,109 Est. Cost $101.71 Unrealized
ORCL Oracle Corp 0.1%
Value ($000) $3,977 Shares 66,609 Est. Cost $44.41 Unrealized +18.8%
NVO Novo-Nordisk A/S ADR 0.1%
Value ($000) $3,936 Shares 56,687 Est. Cost $50.07 Unrealized
TIP iShares Barclays TIPS Bond ETF 0.1%
Value ($000) $3,863 Shares 30,536 Est. Cost $119.51 Unrealized
IWM iShares Russell 2000 ETF 0.1%
Value ($000) $3,695 Shares 24,668 Est. Cost $150.39 Unrealized
CTAS Cintas Corp. 0.1%
Value ($000) $3,389 Shares 10,183 Est. Cost $49.41 Unrealized +47.5%
VYMI Vanguard Intl High Dividend Yi 0.1%
Value ($000) $3,258 Shares 62,588 Est. Cost $60.76 Unrealized
VTEB Vanguard Tax-Exempt Bond ETF 0.1%
Value ($000) $3,171 Shares 58,243 Est. Cost $51.12 Unrealized
MDT Medtronic plc 0.1%
Value ($000) $3,123 Shares 29,884 Est. Cost $86.38 Unrealized -0.2%
LLY Lilly (Eli) & Co. 0.1%
Value ($000) $3,065 Shares 20,707 Est. Cost $91.90 Unrealized +58.6%
FMX Fomento Economico Mexicano SAB 0.1%
Value ($000) $2,974 Shares 52,927 Est. Cost $91.58 Unrealized
VYM Vanguard High Dividend Yield E 0.1%
Value ($000) $2,901 Shares 35,844 Est. Cost $81.24 Unrealized
V Visa Inc 0.1%
Value ($000) $2,897 Shares 14,489 Est. Cost $156.65 Unrealized +22.7%
APD Air Products and Chemicals Inc 0.1%
Value ($000) $2,863 Shares 9,568 Est. Cost $191.66 Unrealized +31.3%
VIG Vanguard Dividend Appreciation 0.1%
Value ($000) $2,854 Shares 22,087 Est. Cost $110.48 Unrealized
QCOM Qualcomm Inc 0.1%
Value ($000) $2,819 Shares 23,957 Est. Cost $53.79 Unrealized +76.9%
Cohen & Steers REIT PFD 0.1%
Value ($000) $2,635 Shares 130,500 Est. Cost $18.47 Unrealized
XLV Health Care Select Sector SPDR 0.1%
Value ($000) $2,581 Shares 24,470 Est. Cost $86.43 Unrealized
HON Honeywell International Inc. 0.1%
Value ($000) $2,525 Shares 15,340 Est. Cost $123.86 Unrealized +7.6%
BND Vanguard Total Bond Market ETF 0.1%
Value ($000) $2,470 Shares 28,003 Est. Cost $82.16 Unrealized
VFH Vanguard Financials ETF 0.1%
Value ($000) $2,403 Shares 41,084 Est. Cost $69.47 Unrealized
IVOO Vanguard S&P Mid-Cap 400 Index 0.1%
Value ($000) $2,279 Shares 18,153 Est. Cost $126.52 Unrealized
VDC Vanguard Consumer Staples ETF 0.1%
Value ($000) $2,256 Shares 13,808 Est. Cost $134.99 Unrealized
NTRS Northern Trust Corp. 0.1%
Value ($000) $2,234 Shares 28,390 Est. Cost $75.31 Unrealized -9.7%
CSX C S X Corp. 0.1%
Value ($000) $2,135 Shares 27,494 Est. Cost $16.81 Unrealized +36.5%
OTIS Otis Worldwide Corp 0.0%
Value ($000) $2,097 Shares 33,595 Est. Cost $47.48 Unrealized +18.9%
Western Asset Infl Linked Opps 0.0%
Value ($000) $1,998 Shares 177,766 Est. Cost $11.20 Unrealized
FLOT iShares Floating Rate Bond 0.0%
Value ($000) $1,929 Shares 38,039 Est. Cost $50.97 Unrealized
SCHA Schwab US Small-Cap ETF 0.0%
Value ($000) $1,861 Shares 27,237 Est. Cost $68.09 Unrealized
SCHG Schwab US Large-Cap Growth ETF 0.0%
Value ($000) $1,821 Shares 15,809 Est. Cost $71.85 Unrealized
IGIB iShares Intermediate-Term Corp 0.0%
Value ($000) $1,820 Shares 29,925 Est. Cost $76.45 Unrealized
CARR Carrier Global Corp 0.0%
Value ($000) $1,773 Shares 58,054 Est. Cost $17.13 Unrealized +53.9%
D Dominion Energy Inc. 0.0%
Value ($000) $1,737 Shares 22,010 Est. Cost $58.14 Unrealized +6.7%
VIS Vanguard Industrials ETF 0.0%
Value ($000) $1,736 Shares 11,990 Est. Cost $139.44 Unrealized
SCHW Charles Schwab Corp. 0.0%
Value ($000) $1,735 Shares 47,896 Est. Cost $38.20 Unrealized -15.2%
BF/B Brown Forman Corp Class B 0.0%
Value ($000) $1,702 Shares 22,551 Est. Cost $46.98 Unrealized +37.8%
DNP Select Income Fund 0.0%
Value ($000) $1,698 Shares 168,025 Est. Cost $10.35 Unrealized
ISRG Intuitive Surgical Inc New 0.0%
Value ($000) $1,670 Shares 2,354 Est. Cost $167.90 Unrealized +33.7%
PM Philip Morris International 0.0%
Value ($000) $1,633 Shares 21,436 Est. Cost $65.26 Unrealized -9.8%
IJR iShares Core S&P Small-Cap ETF 0.0%
Value ($000) $1,585 Shares 22,569 Est. Cost $76.69 Unrealized
FITB Fifth Third Bancorp 0.0%
Value ($000) $1,584 Shares 74,274 Est. Cost $23.29 Unrealized -29.8%
BA Boeing Co. 0.0%
Value ($000) $1,514 Shares 9,164 Est. Cost $333.04 Unrealized -48.8%
MLN VanEck Vectors AMT-Free Long M 0.0%
Value ($000) $1,514 Shares 70,776 Est. Cost $21.17 Unrealized
SYK Stryker Corp. 0.0%
Value ($000) $1,506 Shares 7,208 Est. Cost $159.89 Unrealized +14.8%
IJH iShares Core S&P MidCap ETF 0.0%
Value ($000) $1,482 Shares 7,996 Est. Cost $190.77 Unrealized
BlackRock Inc 0.0%
Value ($000) $1,481 Shares 2,628 Est. Cost $537.36 Unrealized
PNC PNC Financial Services Group 0.0%
Value ($000) $1,459 Shares 13,279 Est. Cost $117.63 Unrealized -24.6%
SMB Vaneck Vectors AMT-Free Short 0.0%
Value ($000) $1,457 Shares 80,739 Est. Cost $17.36 Unrealized
IBB iShares Nasdaq Biotechnology E 0.0%
Value ($000) $1,407 Shares 10,389 Est. Cost $107.79 Unrealized
VUG Vanguard Growth VIPERs 0.0%
Value ($000) $1,401 Shares 6,153 Est. Cost $143.58 Unrealized
EEM iShares MSCI Emerging Mkts ETF 0.0%
Value ($000) $1,346 Shares 30,538 Est. Cost $46.68 Unrealized
IWB iShares Russell 1000 ETF 0.0%
Value ($000) $1,319 Shares 7,047 Est. Cost $158.25 Unrealized
Walgreens Boots Alliance Inc 0.0%
Value ($000) $1,302 Shares 36,237 Est. Cost $61.82 Unrealized
Varian Medical Systems Inc 0.0%
Value ($000) $1,300 Shares 7,560 Est. Cost $123.47 Unrealized
EAGG iShares ESG U.S. Aggregate Bon 0.0%
Value ($000) $1,273 Shares 22,537 Est. Cost $54.15 Unrealized
VT Vanguard Total World Stock Ind 0.0%
Value ($000) $1,267 Shares 15,707 Est. Cost $74.53 Unrealized
VEA Vanguard FTSE Developed Market 0.0%
Value ($000) $1,245 Shares 30,450 Est. Cost $43.09 Unrealized
PSA Public Storage 0.0%
Value ($000) $1,245 Shares 5,589 Est. Cost $191.84 Unrealized -15.4%
BlackRock Core Bond Common 0.0%
Value ($000) $1,243 Shares 79,360 Est. Cost $13.13 Unrealized
SCHE Schwab Emerging Markets Equity 0.0%
Value ($000) $1,217 Shares 45,483 Est. Cost $27.25 Unrealized
KR Kroger Co. 0.0%
Value ($000) $1,212 Shares 35,733 Est. Cost $23.13 Unrealized +33.2%
SCHM Schwab US Mid-Cap ETF 0.0%
Value ($000) $1,190 Shares 21,448 Est. Cost $50.27 Unrealized
TSLA Tesla Motors Inc Com 0.0%
Value ($000) $1,173 Shares 2,735 Est. Cost $96.73 Unrealized +22.1%
VGT Vanguard Information Technolog 0.0%
Value ($000) $1,151 Shares 3,695 Est. Cost $209.69 Unrealized
Cerner Corp 0.0%
Value ($000) $1,138 Shares 15,700 Est. Cost $58.00 Unrealized
IYW iShares Dow Jones US Technolog 0.0%
Value ($000) $1,093 Shares 3,632 Est. Cost $278.64 Unrealized
Neuberger Berman Intermediate 0.0%
Value ($000) $1,056 Shares 68,311 Est. Cost $14.75 Unrealized
VIOO Vanguard S&P Small-Cap 600 0.0%
Value ($000) $991 Shares 7,676 Est. Cost $147.22 Unrealized
BK Bank of New York Mellon Corp 0.0%
Value ($000) $977 Shares 28,443 Est. Cost $43.66 Unrealized -28.6%
COP ConocoPhillips 0.0%
Value ($000) $936 Shares 28,494 Est. Cost $44.85 Unrealized -30.4%
PYPL PayPal Holdings Inc 0.0%
Value ($000) $935 Shares 4,748 Est. Cost $121.96 Unrealized +54.1%
DCI Donaldson Inc. 0.0%
Value ($000) $904 Shares 19,472 Est. Cost $42.27 Unrealized +5.6%
MLM Martin Marietta Materials 0.0%
Value ($000) $896 Shares 3,805 Est. Cost $205.49 Unrealized +1.6%
AWK American Water Works Co Inc 0.0%
Value ($000) $882 Shares 6,089 Est. Cost $101.93 Unrealized +25.4%
WFC Wells Fargo & Co 0.0%
Value ($000) $844 Shares 35,895 Est. Cost $46.27 Unrealized -52.8%
GWW Grainger WW Inc. 0.0%
Value ($000) $832 Shares 2,332 Est. Cost $254.60 Unrealized +27.4%
ADBE Adobe Systems Inc. 0.0%
Value ($000) $827 Shares 1,687 Est. Cost $276.00 Unrealized +68.5%
EEMV iShares MSCI Emerging Markets 0.0%
Value ($000) $824 Shares 14,934 Est. Cost $62.34 Unrealized
Texas Pacific Land Trust 0.0%
Value ($000) $813 Shares 1,800 Est. Cost $649.57 Unrealized
BOND PIMCO Active Bond ETF 0.0%
Value ($000) $802 Shares 7,133 Est. Cost $104.50 Unrealized
HSY Hershey Company 0.0%
Value ($000) $799 Shares 5,574 Est. Cost $87.43 Unrealized +42.8%
CVS CVS Health Corp 0.0%
Value ($000) $767 Shares 13,125 Est. Cost $55.77 Unrealized -6.1%
PCAR Paccar Inc. 0.0%
Value ($000) $755 Shares 8,850 Est. Cost $34.62 Unrealized +32.8%
PSX Phillips 66 0.0%
Value ($000) $746 Shares 14,386 Est. Cost $75.77 Unrealized -35.3%
MCO Moodys Corp 0.0%
Value ($000) $739 Shares 2,550 Est. Cost $198.70 Unrealized +37.3%
SCHD Schwab U.S. Dividend Equity ET 0.0%
Value ($000) $732 Shares 13,239 Est. Cost $50.77 Unrealized
AON Aon PLC 0.0%
Value ($000) $712 Shares 3,450 Est. Cost $178.56 Unrealized +7.4%
FMC FMC Corp 0.0%
Value ($000) $694 Shares 6,525 Est. Cost $60.69 Unrealized +49.5%
DVY iShares DJ Select Dividend ETF 0.0%
Value ($000) $679 Shares 8,325 Est. Cost $98.09 Unrealized
MFC Manulife Finl Corp 0.0%
Value ($000) $673 Shares 48,405 Est. Cost $19.96 Unrealized -28.3%
MRSH Marsh & McLennan Cos Inc 0.0%
Value ($000) $655 Shares 5,710 Est. Cost $76.81 Unrealized +37.5%
Xilinx Inc. 0.0%
Value ($000) $649 Shares 6,225 Est. Cost $73.83 Unrealized
SUSB iShares ESG 1-5 Yr USD Corp Bo 0.0%
Value ($000) $643 Shares 24,619 Est. Cost $26.01 Unrealized
IYH iShares US Healthcare 0.0%
Value ($000) $641 Shares 2,821 Est. Cost $223.51 Unrealized
IEX Idex Corporation 0.0%
Value ($000) $620 Shares 3,400 Est. Cost $153.63 Unrealized +5.7%
JNK SPDR Barclays Capital High Yie 0.0%
Value ($000) $618 Shares 5,927 Est. Cost $95.87 Unrealized
ALL Allstate Corp. 0.0%
Value ($000) $593 Shares 6,260 Est. Cost $88.76 Unrealized -7.9%
SPLV Invesco S&P 500 Low Volatility 0.0%
Value ($000) $589 Shares 10,981 Est. Cost $46.65 Unrealized
Kellogg Co 0.0%
Value ($000) $571 Shares 8,836 Est. Cost $45.84 Unrealized +14.1%
CMG Chipotle Mexican Grill Inc 0.0%
Value ($000) $558 Shares 449 Est. Cost $9.06 Unrealized +166.0%
IVW iShares S&P 500 Growth ETF 0.0%
Value ($000) $555 Shares 2,402 Est. Cost $175.53 Unrealized
DOV Dover Corp. 0.0%
Value ($000) $552 Shares 5,097 Est. Cost $84.51 Unrealized +18.0%
Nuveen Arizona Quality Municip 0.0%
Value ($000) $544 Shares 36,950 Est. Cost $13.50 Unrealized
IWF iShares Russell 1000 Growth ET 0.0%
Value ($000) $542 Shares 2,500 Est. Cost $149.34 Unrealized
Nuveen California Quality Muni 0.0%
Value ($000) $541 Shares 37,000 Est. Cost $14.34 Unrealized
MO Altria Group Inc. 0.0%
Value ($000) $536 Shares 13,540 Est. Cost $34.13 Unrealized -20.4%
EW Edwards Lifesciences Corp 0.0%
Value ($000) $529 Shares 6,633 Est. Cost $63.05 Unrealized +23.8%
BAC Bank of America Corporation 0.0%
Value ($000) $520 Shares 21,587 Est. Cost $24.91 Unrealized -12.4%
VSGX Vanguard ESG International Sto 0.0%
Value ($000) $516 Shares 10,000 Est. Cost $44.50 Unrealized
VPU Vanguard Utilities ETF 0.0%
Value ($000) $504 Shares 3,902 Est. Cost $112.67 Unrealized
WU Western Union Co 0.0%
Value ($000) $500 Shares 23,339 Est. Cost $22.92 Unrealized
SWKS Skyworks Solutions Inc 0.0%
Value ($000) $495 Shares 3,400 Est. Cost $68.44 Unrealized +77.7%
SO Southern Company 0.0%
Value ($000) $493 Shares 9,100 Est. Cost $39.04 Unrealized +11.5%
SCHO Schwab Short-Term US Treasury 0.0%
Value ($000) $491 Shares 9,525 Est. Cost $50.56 Unrealized
PPG PPG Industries Inc. 0.0%
Value ($000) $490 Shares 4,017 Est. Cost $100.44 Unrealized +4.8%
XLB Materials Select Sector SPDR 0.0%
Value ($000) $485 Shares 7,615 Est. Cost $57.07 Unrealized
HPQ HP Inc. 0.0%
Value ($000) $465 Shares 24,235 Est. Cost $17.23 Unrealized -12.0%
GPC Genuine Parts Co. 0.0%
Value ($000) $463 Shares 4,822 Est. Cost $76.83 Unrealized +4.2%
LQD iShares iBoxx $ Investment Gra 0.0%
Value ($000) $454 Shares 3,368 Est. Cost $122.58 Unrealized
QQQ Invesco QQQ Trust 0.0%
Value ($000) $445 Shares 1,601 Est. Cost $218.98 Unrealized
GIS General Mills Inc. 0.0%
Value ($000) $443 Shares 7,179 Est. Cost $40.38 Unrealized +29.1%
XBI SPDR S&P Biotech ETF 0.0%
Value ($000) $440 Shares 3,945 Est. Cost $87.73 Unrealized
FISV Fiserv Inc. 0.0%
Value ($000) $429 Shares 4,163 Est. Cost $95.99 Unrealized +3.8%
EG Everest Re Group Ltd 0.0%
Value ($000) $424 Shares 2,145 Est. Cost $220.83 Unrealized -13.0%
ITOT iShares Core S&P Total US Stoc 0.0%
Value ($000) $418 Shares 5,542 Est. Cost $69.44 Unrealized
VV Vanguard Large-Cap VIPERs 0.0%
Value ($000) $410 Shares 2,622 Est. Cost $121.21 Unrealized
DD DuPont De Nemours Inc 0.0%
Value ($000) $409 Shares 7,369 Est. Cost $26.47 Unrealized -20.3%
MCHP Microchip Technology Inc 0.0%
Value ($000) $401 Shares 3,899 Est. Cost $40.19 Unrealized +16.5%
MTB M&T Bank Corporation 0.0%
Value ($000) $400 Shares 4,340 Est. Cost $138.84 Unrealized -38.2%
TXN Texas Instruments Inc. 0.0%
Value ($000) $394 Shares 2,761 Est. Cost $97.08 Unrealized +20.3%
TFC Truist Finl Corp 0.0%
Value ($000) $380 Shares 9,999 Est. Cost $40.68 Unrealized -27.8%
VOE Vanguard Mid-Cap Value 0.0%
Value ($000) $369 Shares 3,645 Est. Cost $95.70 Unrealized
RGA Reinsurance Group of America I 0.0%
Value ($000) $369 Shares 3,875 Est. Cost $155.02 Unrealized -41.9%
ZBH Zimmer Biomet Holdings Inc 0.0%
Value ($000) $366 Shares 2,684 Est. Cost $111.02 Unrealized +12.6%
GLW Corning Incorporated 0.0%
Value ($000) $366 Shares 11,278 Est. Cost $25.11 Unrealized +6.2%
SCHV Schwab US Large-Cap Value ETF 0.0%
Value ($000) $365 Shares 6,992 Est. Cost $52.91 Unrealized
DSI iShares MSCI KLD 400 Social ET 0.0%
Value ($000) $353 Shares 2,758 Est. Cost $110.91 Unrealized
IYM iShares Dow Jones US Basic Mat 0.0%
Value ($000) $348 Shares 3,519 Est. Cost $96.28 Unrealized
MAR Marriott International Cl A 0.0%
Value ($000) $344 Shares 3,720 Est. Cost $128.94 Unrealized -29.4%
DOW Dow Inc 0.0%
Value ($000) $342 Shares 7,269 Est. Cost $34.08 Unrealized -1.8%
TFX Teleflex Inc. 0.0%
Value ($000) $336 Shares 987 Est. Cost $258.92 Unrealized +38.3%
Brookfield Asset Management In 0.0%
Value ($000) $334 Shares 10,114 Est. Cost $41.50 Unrealized
Seagate Technology Inc 0.0%
Value ($000) $326 Shares 6,535 Est. Cost $49.87 Unrealized
BXP Boston Properties Inc. 0.0%
Value ($000) $320 Shares 3,940 Est. Cost $85.13 Unrealized -22.2%
Unilever N V 0.0%
Value ($000) $310 Shares 5,132 Est. Cost $59.14 Unrealized
MS Morgan Stanley 0.0%
Value ($000) $305 Shares 6,311 Est. Cost $35.83 Unrealized +18.7%
INTU Intuit Inc. 0.0%
Value ($000) $294 Shares 900 Est. Cost $263.94 Unrealized +14.7%
CAT Caterpillar Inc. 0.0%
Value ($000) $293 Shares 1,962 Est. Cost $111.82 Unrealized +13.4%
Total S.A. 0.0%
Value ($000) $288 Shares 8,210 Est. Cost $58.50 Unrealized
SHW Sherwin Williams Corp 0.0%
Value ($000) $279 Shares 400 Est. Cost $160.93 Unrealized +29.4%
VNQ Vanguard REIT Index ETF 0.0%
Value ($000) $276 Shares 3,499 Est. Cost $82.06 Unrealized
EL Estee Lauder Companies 0.0%
Value ($000) $273 Shares 1,249 Est. Cost $176.43 Unrealized +8.2%
SWK Stanley Black & Decker Inc 0.0%
Value ($000) $270 Shares 1,666 Est. Cost $127.87 Unrealized +2.6%
ELV Anthem Inc 0.0%
Value ($000) $269 Shares 1,001 Est. Cost $218.80 Unrealized +14.3%
XLF Financial Select Sector SPDR 0.0%
Value ($000) $267 Shares 11,085 Est. Cost $23.56 Unrealized
NXPI NXP Semiconductor NV 0.0%
Value ($000) $264 Shares 2,105 Est. Cost $103.74 Unrealized +7.3%
IWV iShares Russell 3000 ETF 0.0%
Value ($000) $259 Shares 1,325 Est. Cost $175.33 Unrealized
BABA Alibaba Group Holdings ADR 0.0%
Value ($000) $256 Shares 870 Est. Cost $197.11 Unrealized
XRAY Dentsply Sirona Inc. 0.0%
Value ($000) $255 Shares 5,808 Est. Cost $58.82 Unrealized -24.8%
CLX Clorox Co. 0.0%
Value ($000) $253 Shares 1,202 Est. Cost $161.51 Unrealized +17.0%
MPC Marathon Petroleum Corp 0.0%
Value ($000) $250 Shares 8,531 Est. Cost $43.84 Unrealized -31.3%
VSS Vanguard FTSE All-Wld ex-US Sm 0.0%
Value ($000) $250 Shares 2,375 Est. Cost $102.06 Unrealized
SUSA iShares MSCI USA ESG Select 0.0%
Value ($000) $250 Shares 1,700 Est. Cost $113.42 Unrealized
MINT PIMCO Enhanced Short Maturity 0.0%
Value ($000) $249 Shares 2,440 Est. Cost $101.58 Unrealized
VTIP Vanguard Short-Term Inflation- 0.0%
Value ($000) $244 Shares 4,775 Est. Cost $49.20 Unrealized
BNDX Vanguard Total International B 0.0%
Value ($000) $241 Shares 4,150 Est. Cost $54.75 Unrealized
AJG Arthur J. Gallagher & Co 0.0%
Value ($000) $230 Shares 2,179 Est. Cost $82.93 Unrealized +17.8%
HPE Hewlett Packard Enterprise 0.0%
Value ($000) $230 Shares 24,235 Est. Cost $13.20 Unrealized -38.8%
SDY SPDR S&P Dividend ETF 0.0%
Value ($000) $222 Shares 2,400 Est. Cost $93.62 Unrealized
TTNDY Techtronic Industries Co Ltd A 0.0%
Value ($000) $220 Shares 3,300 Est. Cost $29.57 Unrealized
HRB Block H & R Inc. 0.0%
Value ($000) $218 Shares 13,200 Est. Cost $20.60 Unrealized -41.2%
SVB Financial Group 0.0%
Value ($000) $217 Shares 900 Est. Cost $240.01 Unrealized
FBIN Fortune Brands Home & Security 0.0%
Value ($000) $216 Shares 2,500 Est. Cost $48.45 Unrealized +27.2%
FAST Fastenal Co. 0.0%
Value ($000) $215 Shares 4,768 Est. Cost $13.23 Unrealized +51.6%
ADSK Autodesk Inc 0.0%
Value ($000) $214 Shares 926 Est. Cost $156.17 Unrealized +52.2%
ECL Ecolab 0.0%
Value ($000) $212 Shares 1,059 Est. Cost $136.22 Unrealized +38.3%
MCK McKesson Corporation 0.0%
Value ($000) $211 Shares 1,414 Est. Cost $144.29 Unrealized +1.7%
IJS iShares S&P Small Cap 600 Valu 0.0%
Value ($000) $202 Shares 1,647 Est. Cost $120.37 Unrealized
CAH Cardinal Health Inc. 0.0%
Value ($000) $201 Shares 4,274 Est. Cost $38.24 Unrealized +16.6%
NTAP Netapp Inc 0.0%
Value ($000) $197 Shares 4,500 Est. Cost $44.97 Unrealized -15.4%
CDK Global Inc 0.0%
Value ($000) $194 Shares 4,461 Est. Cost $57.77 Unrealized
EPD Enterprise Prods Partners L P 0.0%
Value ($000) $194 Shares 12,283 Est. Cost $24.75 Unrealized
REGN Regeneron Pharmaceuticals Inc 0.0%
Value ($000) $193 Shares 344 Est. Cost $406.43 Unrealized +48.4%
Glaxo Smithkline Sponsored PLC 0.0%
Value ($000) $192 Shares 5,032 Est. Cost $40.15 Unrealized
WY Weyerhaeuser Co. 0.0%
Value ($000) $192 Shares 6,719 Est. Cost $21.39 Unrealized +4.3%
GS Goldman Sachs Group Inc. 0.0%
Value ($000) $190 Shares 943 Est. Cost $199.25 Unrealized -10.2%
L Loews Corp. 0.0%
Value ($000) $187 Shares 5,382 Est. Cost $48.83 Unrealized -28.0%
AEP American Electric Power Inc 0.0%
Value ($000) $186 Shares 2,271 Est. Cost $54.80 Unrealized +23.7%
CNI Canadian National Railway 0.0%
Value ($000) $181 Shares 1,700 Est. Cost $77.65 Unrealized +16.8%
CHTR Charter Communications, Inc 0.0%
Value ($000) $180 Shares 288 Est. Cost $375.93 Unrealized +57.0%
XEL Xcel Energy Inc. 0.0%
Value ($000) $179 Shares 2,575 Est. Cost $42.11 Unrealized +36.6%
YUM Yum! Brands Inc. 0.0%
Value ($000) $173 Shares 1,898 Est. Cost $79.02 Unrealized +5.5%
CTSH Cognizant Technology Solutions 0.0%
Value ($000) $171 Shares 2,465 Est. Cost $64.24 Unrealized -6.7%
ACGL Arch Capital Group LTD 0.0%
Value ($000) $170 Shares 5,800 Est. Cost $37.61 Unrealized -22.9%
STE Steris PLC 0.0%
Value ($000) $167 Shares 950 Est. Cost $118.46 Unrealized +28.7%
Unilever PLC 0.0%
Value ($000) $165 Shares 2,670 Est. Cost $57.49 Unrealized
OHI Omega Healthcare Investors Inc 0.0%
Value ($000) $162 Shares 5,396 Est. Cost $41.79 Unrealized
VXUS Vanguard Total International S 0.0%
Value ($000) $160 Shares 3,068 Est. Cost $54.05 Unrealized
CHKP Check Point Software Tech LTD 0.0%
Value ($000) $160 Shares 1,330 Est. Cost $102.37 Unrealized +19.2%
General Electric 0.0%
Value ($000) $158 Shares 25,340 Est. Cost $11.50 Unrealized
IDXX Idexx Laboratories 0.0%
Value ($000) $157 Shares 400 Est. Cost $278.27 Unrealized +32.9%
NFLX Netflix Inc. 0.0%
Value ($000) $155 Shares 310 Est. Cost $30.36 Unrealized +63.9%
MSI Motorola Solutions Inc 0.0%
Value ($000) $152 Shares 967 Est. Cost $154.07 Unrealized -11.5%
PIPR Piper Sandler Cos 0.0%
Value ($000) $150 Shares 2,055 Est. Cost $88.45 Unrealized -22.9%
Magellan Midstream Partners LP 0.0%
Value ($000) $146 Shares 4,274 Est. Cost $59.19 Unrealized
PDP Invesco DWA Momentum ETF 0.0%
Value ($000) $145 Shares 1,900 Est. Cost $67.35 Unrealized
Royal Dutch Shell PLC Spons AD 0.0%
Value ($000) $144 Shares 5,704 Est. Cost $61.53 Unrealized
CBRE CBRE Group Inc 0.0%
Value ($000) $143 Shares 3,041 Est. Cost $49.75 Unrealized -8.3%
BIV Vanguard Intermediate-term B 0.0%
Value ($000) $143 Shares 1,525 Est. Cost $91.36 Unrealized
BKNG Booking Holdings Inc 0.0%
Value ($000) $142 Shares 83 Est. Cost $1735.49 Unrealized -0.4%
VNQI Vanguard Global ex-US Real Est 0.0%
Value ($000) $141 Shares 2,905 Est. Cost $46.66 Unrealized
ISCB iShares Morningstar Small-Cap 0.0%
Value ($000) $141 Shares 900 Est. Cost $151.43 Unrealized
EOG EOG Res Inc 0.0%
Value ($000) $140 Shares 3,892 Est. Cost $71.52 Unrealized -51.3%
AL Air Lease Corp Class A 0.0%
Value ($000) $139 Shares 4,690 Est. Cost $35.98 Unrealized -25.6%
CHD Church and Dwight Inc 0.0%
Value ($000) $138 Shares 1,472 Est. Cost $64.05 Unrealized +33.1%
O Realty Income Corp 0.0%
Value ($000) $136 Shares 2,234 Est. Cost $50.29 Unrealized -10.3%
PVI Invesco VRDO Tax-Free Weekly 0.0%
Value ($000) $136 Shares 5,446 Est. Cost $24.90 Unrealized
IWD iShares Russell 1000 Value ETF 0.0%
Value ($000) $136 Shares 1,149 Est. Cost $125.02 Unrealized
GPN Global Payments Inc 0.0%
Value ($000) $136 Shares 764 Est. Cost $155.23 Unrealized +6.5%
NTOIY Neste Corp ADR 0.0%
Value ($000) $135 Shares 5,135 Est. Cost $26.28 Unrealized
CI Cigna Corp. 0.0%
Value ($000) $132 Shares 777 Est. Cost $146.58 Unrealized +9.9%
TMRAY Tomra Systems ASA 0.0%
Value ($000) $129 Shares 3,000 Est. Cost $20.73 Unrealized
FCNCA First Citizens Bancshares Inc 0.0%
Value ($000) $128 Shares 400 Est. Cost $419.26 Unrealized -9.6%
APH Amphenol Corp 0.0%
Value ($000) $128 Shares 1,175 Est. Cost $22.25 Unrealized +12.6%
TDS Telephone & Data Systems Inc. 0.0%
Value ($000) $127 Shares 6,875 Est. Cost $27.16 Unrealized -22.5%
C Citigroup Inc. 0.0%
Value ($000) $124 Shares 2,869 Est. Cost $52.59 Unrealized -22.0%
SCHC Schwab International Small-Cap 0.0%
Value ($000) $123 Shares 3,795 Est. Cost $30.08 Unrealized
BX The Blackstone Group 0.0%
Value ($000) $123 Shares 2,361 Est. Cost $43.16 Unrealized +3.1%
BP BP P.L.C Sponsored ADR 0.0%
Value ($000) $123 Shares 7,050 Est. Cost $38.10 Unrealized
SYF Synchrony Financial 0.0%
Value ($000) $123 Shares 4,700 Est. Cost $30.49 Unrealized -29.8%
TSM Taiwan Semiconductor Co LTD Sp 0.0%
Value ($000) $122 Shares 1,500 Est. Cost $47.72 Unrealized
HYS PIMCO 0-5 Year Hi Yld Corp Bon 0.0%
Value ($000) $122 Shares 1,300 Est. Cost $85.75 Unrealized
ESLT Elbit Systems LTD 0.0%
Value ($000) $120 Shares 1,000 Est. Cost $132.44 Unrealized -5.5%
Nuveen Dividend Advantage Muni 0.0%
Value ($000) $120 Shares 8,108 Est. Cost $14.14 Unrealized
WAFD Washington Federal Inc. 0.0%
Value ($000) $117 Shares 5,593 Est. Cost $27.70 Unrealized -29.2%
HSIC Henry Schein Inc. 0.0%
Value ($000) $116 Shares 1,970 Est. Cost $57.81 Unrealized +11.0%
ROST Ross Stores inc 0.0%
Value ($000) $116 Shares 1,240 Est. Cost $85.04 Unrealized -0.2%
YUMC Yum China Holdings Inc 0.0%
Value ($000) $115 Shares 2,181 Est. Cost $41.64 Unrealized +27.1%
SLB Schlumberger Ltd 0.0%
Value ($000) $115 Shares 7,339 Est. Cost $39.50 Unrealized -58.2%
CTRA Cabot Oil & Gas Corporation 0.0%
Value ($000) $114 Shares 6,560 Est. Cost $17.88 Unrealized -20.0%
Canadian Pacific Railway Ltd 0.0%
Value ($000) $110 Shares 359 Est. Cost $184.39 Unrealized
SUI SUN CMNTYS INC COM 0.0%
Value ($000) $108 Shares 765 Est. Cost $100.67 Unrealized
SRCE 1st Source Corporation 0.0%
Value ($000) $108 Shares 3,500 Est. Cost $50.62 Unrealized
PHO Invesco Water Resources ETF 0.0%
Value ($000) $107 Shares 2,700 Est. Cost $30.21 Unrealized
AMAT Applied Materials Inc. 0.0%
Value ($000) $107 Shares 1,800 Est. Cost $49.62 Unrealized +18.7%
DLN Wisdomtree Large Cap Div Exch 0.0%
Value ($000) $107 Shares 1,100 Est. Cost $88.49 Unrealized
LULU Lululemon Athletica Inc 0.0%
Value ($000) $105 Shares 320 Est. Cost $186.29 Unrealized +79.1%
FTV Fortive Corporation 0.0%
Value ($000) $105 Shares 1,375 Est. Cost $44.87 Unrealized -0.6%
NTDOY Nintendo Company Ltd ADR 0.0%
Value ($000) $104 Shares 1,460 Est. Cost $45.77 Unrealized
IYJ iShares US Industrials ETF 0.0%
Value ($000) $103 Shares 619 Est. Cost $163.98 Unrealized
OUNZ VanEck Merk Gold Trust 0.0%
Value ($000) $103 Shares 5,600 Est. Cost $14.42 Unrealized
XLI Industrial Select Sector SPDR 0.0%
Value ($000) $101 Shares 1,318 Est. Cost $71.48 Unrealized
SPIB SPDR Portfolio Inter Term Corp 0.0%
Value ($000) $101 Shares 2,740 Est. Cost $35.52 Unrealized
DRI Darden Restaurants Inc. 0.0%
Value ($000) $101 Shares 998 Est. Cost $76.11 Unrealized -7.1%
Liberty Global PLC C 0.0%
Value ($000) $101 Shares 4,896 Est. Cost $30.43 Unrealized
Templeton Dragon Fund Inc. 0.0%
Value ($000) $100 Shares 4,550 Est. Cost $22.24 Unrealized
IFNNY Infineon Technologies AG ADR 0.0%
Value ($000) $99 Shares 3,500 Est. Cost $26.34 Unrealized
GNTX Gentex Corp. 0.0%
Value ($000) $98 Shares 3,800 Est. Cost $23.02 Unrealized +15.4%
XLC Communication Services Select 0.0%
Value ($000) $97 Shares 1,640 Est. Cost $54.04 Unrealized
AEE Ameren Corp. 0.0%
Value ($000) $97 Shares 1,229 Est. Cost $53.72 Unrealized +24.7%
VOT Vanguard Mid-Cap Growth ETF 0.0%
Value ($000) $97 Shares 536 Est. Cost $156.00 Unrealized
ICLR Icon PLC 0.0%
Value ($000) $96 Shares 500 Est. Cost $114.70 Unrealized +60.3%
ADUS Addus HomeCare Corp 0.0%
Value ($000) $95 Shares 1,000 Est. Cost $54.63 Unrealized +71.5%
KBSR KBS Real Estate Inv Tr III 0.0%
Value ($000) $93 Shares 7,978 Est. Cost $11.65 Unrealized
ICF iShares Cohen & Steers REIT ET 0.0%
Value ($000) $92 Shares 900 Est. Cost $93.30 Unrealized
Shockwave Medical Inc 0.0%
Value ($000) $91 Shares 1,200 Est. Cost $75.80 Unrealized
SNY Sanofi ADR 0.0%
Value ($000) $91 Shares 1,813 Est. Cost $46.33 Unrealized
ORLY O' Reilly Automotive Inc 0.0%
Value ($000) $90 Shares 195 Est. Cost $30.39 Unrealized 0.0%
SPDR Nuveen Barclays Muni Bond 0.0%
Value ($000) $89 Shares 1,712 Est. Cost $50.00 Unrealized
SFTBY Softbank Corp ADR 0.0%
Value ($000) $89 Shares 2,880 Est. Cost $19.57 Unrealized
CTVA Corteva Inc 0.0%
Value ($000) $88 Shares 3,038 Est. Cost $25.96 Unrealized +2.0%
Meridian Bioscience Inc 0.0%
Value ($000) $87 Shares 5,139 Est. Cost $14.36 Unrealized
CMI Cummins Inc 0.0%
Value ($000) $84 Shares 400 Est. Cost $139.76 Unrealized +25.1%
AFG American Financial Group Inc. 0.0%
Value ($000) $84 Shares 1,251 Est. Cost $57.54 Unrealized -35.9%
SBGSY Schneider Electric ADR 0.0%
Value ($000) $84 Shares 3,360 Est. Cost $17.42 Unrealized
EQR Equity Residential 0.0%
Value ($000) $83 Shares 1,606 Est. Cost $57.16 Unrealized -21.7%
BlackRock Corp High Yld Fund 0.0%
Value ($000) $83 Shares 7,737 Est. Cost $10.63 Unrealized
Citrix Systems Inc. 0.0%
Value ($000) $83 Shares 600 Est. Cost $100.57 Unrealized
HUBB Hubbell Inc 0.0%
Value ($000) $82 Shares 600 Est. Cost $110.81 Unrealized +13.2%
RIO Rio Tinto PLC Spnsrd ADR 0.0%
Value ($000) $81 Shares 1,345 Est. Cost $59.21 Unrealized
RDY Dr. Reddy Laboratories 0.0%
Value ($000) $81 Shares 1,165 Est. Cost $40.33 Unrealized
Putnam Premier Income 0.0%
Value ($000) $81 Shares 18,007 Est. Cost $5.26 Unrealized
CNS Cohen & Steers Inc 0.0%
Value ($000) $80 Shares 1,444 Est. Cost $49.90 Unrealized +2.0%
OGE OGE Energy Corp. 0.0%
Value ($000) $80 Shares 2,674 Est. Cost $31.58 Unrealized -0.3%
Kirkland Lake Gold Ltd 0.0%
Value ($000) $80 Shares 1,640 Est. Cost $44.70 Unrealized
KB KB Financial Group Inc ADR 0.0%
Value ($000) $79 Shares 2,475 Est. Cost $27.19 Unrealized
TOELY Tokyo Electron Ltd ADR 0.0%
Value ($000) $79 Shares 1,220 Est. Cost $46.55 Unrealized
ZTS Zoetis Inc Cl A 0.0%
Value ($000) $79 Shares 477 Est. Cost $108.25 Unrealized +35.5%
JAZZ Jazz Pharmaceuticals PLC 0.0%
Value ($000) $78 Shares 550 Est. Cost $146.69 Unrealized -15.5%
HBAN Huntington Bancshares Inc. 0.0%
Value ($000) $78 Shares 8,373 Est. Cost $11.01 Unrealized -33.9%
BMO Bank Montreal Que 0.0%
Value ($000) $78 Shares 1,330 Est. Cost $55.44 Unrealized -16.6%
PFG Principal Financial Group Inc 0.0%
Value ($000) $77 Shares 1,924 Est. Cost $37.82 Unrealized -7.8%
CGEMY Capgemini SE ADR 0.0%
Value ($000) $77 Shares 3,000 Est. Cost $24.93 Unrealized
ADM Archer-Daniels-Midland Co. 0.0%
Value ($000) $77 Shares 1,656 Est. Cost $33.86 Unrealized +11.1%
SONY Sony Corp ADR 0.0%
Value ($000) $77 Shares 1,000 Est. Cost $48.34 Unrealized
ALIZY Allianz SE ADR 0.0%
Value ($000) $77 Shares 4,000 Est. Cost $16.95 Unrealized
SHECY Shin-Etsu Chemical Co Ltd ADR 0.0%
Value ($000) $75 Shares 2,300 Est. Cost $24.45 Unrealized
AGCO AGCO Corp 0.0%
Value ($000) $74 Shares 1,000 Est. Cost $52.90 Unrealized +8.0%
Jacobs Engineering Group Inc 0.0%
Value ($000) $74 Shares 800 Est. Cost $91.50 Unrealized
GGG Graco Incorporated 0.0%
Value ($000) $74 Shares 1,200 Est. Cost $42.42 Unrealized +23.1%
LNC Lincoln National Corp 0.0%
Value ($000) $73 Shares 2,322 Est. Cost $54.46 Unrealized -49.9%
JOYY JOYY Inc ADR 0.0%
Value ($000) $73 Shares 900 Est. Cost $52.79 Unrealized
PIMCO Corporate & Income Opp F 0.0%
Value ($000) $72 Shares 4,450 Est. Cost $16.17 Unrealized
DIA SPDR Dow Jones Industrial Avrg 0.0%
Value ($000) $72 Shares 260 Est. Cost $269.18 Unrealized
MKTX MarketAxess Holdings Inc 0.0%
Value ($000) $72 Shares 150 Est. Cost $192.09 Unrealized +142.3%
NOMD Nomad Foods Ltd 0.0%
Value ($000) $72 Shares 2,810 Est. Cost $20.85 Unrealized +13.9%
BIIB Biogen Inc 0.0%
Value ($000) $71 Shares 252 Est. Cost $240.85 Unrealized +15.8%
EBF Ennis Inc. 0.0%
Value ($000) $71 Shares 4,071 Est. Cost $12.33 Unrealized -3.0%
ZBRA Zebra Technologies Corp 0.0%
Value ($000) $71 Shares 281 Est. Cost $202.05 Unrealized +33.2%
SBAC SBA Communications Corp 0.0%
Value ($000) $71 Shares 222 Est. Cost $284.22 Unrealized 0.0%
SHM SPDR Nuveen Barclays Short-Ter 0.0%
Value ($000) $70 Shares 1,400 Est. Cost $48.25 Unrealized
DGX Quest Diagnostics Incorporated 0.0%
Value ($000) $70 Shares 609 Est. Cost $91.89 Unrealized +16.0%
SMH VanEck Vectors Semiconductor E 0.0%
Value ($000) $70 Shares 400 Est. Cost $163.50 Unrealized
ACSAY ACS Actividades de Construccci 0.0%
Value ($000) $69 Shares 15,541 Est. Cost $6.60 Unrealized
SPDW SPDR Portfolio Developed World 0.0%
Value ($000) $69 Shares 2,351 Est. Cost $29.26 Unrealized
ALPMY Astellas Pharma Inc 0.0%
Value ($000) $69 Shares 4,600 Est. Cost $17.07 Unrealized
WING Wingstop Inc 0.0%
Value ($000) $68 Shares 500 Est. Cost $45.92 Unrealized +219.9%
NTR Nutrien Ltd 0.0%
Value ($000) $68 Shares 1,715 Est. Cost $38.37 Unrealized -20.0%
TD Toronto-Dominion Bank 0.0%
Value ($000) $68 Shares 1,465 Est. Cost $56.85 Unrealized -18.1%
America Movil S.A.B DE C.V. 0.0%
Value ($000) $67 Shares 5,400 Est. Cost $17.98 Unrealized
ARKAY Arkema SA ADR 0.0%
Value ($000) $67 Shares 625 Est. Cost $131.05 Unrealized
FSLR First Solar Inc 0.0%
Value ($000) $66 Shares 1,000 Est. Cost $55.50 Unrealized +19.6%
VIVHY Vivendi SA ADR 0.0%
Value ($000) $66 Shares 2,375 Est. Cost $27.87 Unrealized
CRH Plc ADR 0.0%
Value ($000) $64 Shares 1,750 Est. Cost $34.45 Unrealized
PNW Pinnacle West Cap Corp 0.0%
Value ($000) $63 Shares 850 Est. Cost $68.68 Unrealized -11.9%
HYG iShares iBoxx High Yield Corp 0.0%
Value ($000) $63 Shares 755 Est. Cost $81.71 Unrealized
NOC Northrop Grumman Corp. 0.0%
Value ($000) $63 Shares 200 Est. Cost $317.46 Unrealized -6.1%
Geely Automobile Holdings Ltd 0.0%
Value ($000) $63 Shares 1,550 Est. Cost $39.03 Unrealized
JBTM John Bean Technologies Corpora 0.0%
Value ($000) $63 Shares 682 Est. Cost $111.13 Unrealized -15.4%
CRRFY Carrefour SA ADR 0.0%
Value ($000) $62 Shares 19,200 Est. Cost $3.25 Unrealized
ES Eversource Energy 0.0%
Value ($000) $62 Shares 744 Est. Cost $62.70 Unrealized +11.4%
RVTY PerkinElmer Inc Com 0.0%
Value ($000) $62 Shares 493 Est. Cost $84.20 Unrealized +34.9%
CHGCY Chugai Pharmaceutical Co., Ltd 0.0%
Value ($000) $62 Shares 2,760 Est. Cost $33.44 Unrealized
EA Electronic Arts Inc 0.0%
Value ($000) $61 Shares 470 Est. Cost $114.12 Unrealized +16.1%
SMG Scotts Miracle- Gro Company 0.0%
Value ($000) $61 Shares 400 Est. Cost $72.13 Unrealized +74.2%
NEOG Neogen Corp 0.0%
Value ($000) $61 Shares 775 Est. Cost $42.62 Unrealized -10.2%
SAFT Safety Insurance Group Inc 0.0%
Value ($000) $60 Shares 875 Est. Cost $97.68 Unrealized -24.0%
ADRNY Koninklijke Ahold Delhaize NV 0.0%
Value ($000) $60 Shares 2,040 Est. Cost $23.40 Unrealized
BR Broadridge Financial Solutions 0.0%
Value ($000) $60 Shares 455 Est. Cost $100.28 Unrealized +21.8%
ED Consolidated Edison Inc. 0.0%
Value ($000) $60 Shares 775 Est. Cost $66.31 Unrealized -8.3%
IYE iShares US Energy 0.0%
Value ($000) $60 Shares 3,750 Est. Cost $31.30 Unrealized
WestRock Co 0.0%
Value ($000) $60 Shares 1,722 Est. Cost $50.73 Unrealized
RXL ProShares Ultra Health Care 0.0%
Value ($000) $60 Shares 456 Est. Cost $127.41 Unrealized
LNVGY Lenovo Group Ltd ADR 0.0%
Value ($000) $59 Shares 4,500 Est. Cost $17.09 Unrealized
CACC Credit Acceptance Corp Mich 0.0%
Value ($000) $59 Shares 175 Est. Cost $331.36 Unrealized +27.0%
Aaron's Inc 0.0%
Value ($000) $58 Shares 1,020 Est. Cost $54.49 Unrealized
SXT Sensient Technologies Corp 0.0%
Value ($000) $58 Shares 1,000 Est. Cost $71.99 Unrealized -23.4%
OTEX Open Text Corp 0.0%
Value ($000) $57 Shares 1,360 Est. Cost $31.83 Unrealized +18.9%
NYF iShares New York Muni Bond ETF 0.0%
Value ($000) $57 Shares 1,000 Est. Cost $57.22 Unrealized
VEOEY Veolia Environment SA ADR 0.0%
Value ($000) $57 Shares 2,615 Est. Cost $24.31 Unrealized
FDN First Trust Dow Jones Internet 0.0%
Value ($000) $56 Shares 300 Est. Cost $134.64 Unrealized
SHY iShares Barclays 1-3 Year Trea 0.0%
Value ($000) $56 Shares 650 Est. Cost $86.67 Unrealized
TSCO Tractor Supply Co 0.0%
Value ($000) $55 Shares 384 Est. Cost $15.47 Unrealized +70.4%
Teranga Gold Corp 0.0%
Value ($000) $55 Shares 5,211 Est. Cost $4.91 Unrealized
PB Prosperity Bancshares Inc 0.0%
Value ($000) $55 Shares 1,050 Est. Cost $59.04 Unrealized -22.2%
WTRG Essential Utilities Inc 0.0%
Value ($000) $53 Shares 1,318 Est. Cost $47.18 Unrealized -9.0%
WHGLY WH Group LTD ADR 0.0%
Value ($000) $53 Shares 3,205 Est. Cost $21.39 Unrealized
IP International Paper Company 0.0%
Value ($000) $53 Shares 1,300 Est. Cost $34.66 Unrealized -19.3%
VTV Vanguard Value ETF 0.0%
Value ($000) $53 Shares 504 Est. Cost $99.29 Unrealized
ROP Roper Technologies, Inc. 0.0%
Value ($000) $51 Shares 130 Est. Cost $337.51 Unrealized +19.3%
AVA Avista Corp 0.0%
Value ($000) $51 Shares 1,500 Est. Cost $34.88 Unrealized -19.2%
VHT Vanguard Health Care ETF 0.0%
Value ($000) $51 Shares 250 Est. Cost $168.31 Unrealized
KDDIY KDDI Corp ADR 0.0%
Value ($000) $51 Shares 4,060 Est. Cost $12.72 Unrealized
RHHBY Roche Holding AG 0.0%
Value ($000) $51 Shares 1,190 Est. Cost $40.57 Unrealized
VIPS Vipshop Holdings Ltd ADR 0.0%
Value ($000) $51 Shares 3,250 Est. Cost $19.91 Unrealized
GIB CGI Inc Class A 0.0%
Value ($000) $51 Shares 750 Est. Cost $66.29 Unrealized +2.2%
SUB iShares Short-Term National Mu 0.0%
Value ($000) $50 Shares 466 Est. Cost $105.64 Unrealized
KNX Knight Transportation Inc 0.0%
Value ($000) $50 Shares 1,237 Est. Cost $32.55 Unrealized +27.4%
PLD Prologis Inc. REIT 0.0%
Value ($000) $50 Shares 500 Est. Cost $53.73 Unrealized +60.4%
FFBC First Finl Bancorp 0.0%
Value ($000) $50 Shares 4,150 Est. Cost $18.59 Unrealized -41.7%
CABGY Carlsberg A/S ADR 0.0%
Value ($000) $50 Shares 1,850 Est. Cost $26.83 Unrealized
EBAY eBay Inc. 0.0%
Value ($000) $49 Shares 944 Est. Cost $41.88 Unrealized +19.9%
AER AerCap Holdings N.V. 0.0%
Value ($000) $49 Shares 1,950 Est. Cost $50.68 Unrealized -43.7%
NTTYY Nippon Telegraph & Telephone C 0.0%
Value ($000) $49 Shares 2,375 Est. Cost $35.22 Unrealized
MU Micron Technology Inc 0.0%
Value ($000) $48 Shares 1,032 Est. Cost $47.41 Unrealized -0.4%
XIFR NextEra Energy Partners, LP 0.0%
Value ($000) $48 Shares 800 Est. Cost $52.14 Unrealized +13.4%
ATO Atmos Energy Corporation 0.0%
Value ($000) $48 Shares 500 Est. Cost $73.60 Unrealized +18.4%
MPT Medical Properties Trust Inc 0.0%
Value ($000) $47 Shares 2,600 Est. Cost $19.82 Unrealized
LCNB LCNB Corp 0.0%
Value ($000) $46 Shares 3,400 Est. Cost $13.40 Unrealized -19.8%
ASGN ASGN Inc 0.0%
Value ($000) $46 Shares 725 Est. Cost $86.37 Unrealized -20.3%
Tekla Healthcare Investors 0.0%
Value ($000) $45 Shares 2,199 Est. Cost $21.53 Unrealized
Tim Participacoes S.A. 0.0%
Value ($000) $45 Shares 3,920 Est. Cost $15.08 Unrealized
VOOG Vanguard S&P 500 Growth Index 0.0%
Value ($000) $45 Shares 214 Est. Cost $162.25 Unrealized
SNA Snap On Inc 0.0%
Value ($000) $44 Shares 300 Est. Cost $129.86 Unrealized -2.7%
VOD Vodafone Group PLC New 0.0%
Value ($000) $44 Shares 3,287 Est. Cost $20.02 Unrealized
HOMB Home BancShares Inc 0.0%
Value ($000) $43 Shares 2,845 Est. Cost $23.96 Unrealized -32.9%
Discover Financial Services 0.0%
Value ($000) $43 Shares 746 Est. Cost $81.09 Unrealized
HASI Hannon Armstrong Sustainable I 0.0%
Value ($000) $42 Shares 1,000 Est. Cost $20.82 Unrealized +38.3%
MSTR Microstrategy Inc 0.0%
Value ($000) $42 Shares 280 Est. Cost $13.46 Unrealized +0.5%
SPYG SPDR S&P 500 Growth 0.0%
Value ($000) $41 Shares 825 Est. Cost $50.11 Unrealized
ALC Alcon Inc 0.0%
Value ($000) $40 Shares 701 Est. Cost $57.87 Unrealized +0.2%
TCW Strategic Incm Fund 0.0%
Value ($000) $40 Shares 7,000 Est. Cost $5.25 Unrealized
HUM Humana Inc. 0.0%
Value ($000) $39 Shares 95 Est. Cost $265.25 Unrealized +44.4%
Blackrock Muniyield Quality Fd 0.0%
Value ($000) $39 Shares 2,887 Est. Cost $12.70 Unrealized
FOXA Twenty First Century Fox Inc C 0.0%
Value ($000) $38 Shares 1,370 Est. Cost $25.10 Unrealized -1.7%
LUV Southwest Airlines Co. 0.0%
Value ($000) $38 Shares 1,025 Est. Cost $49.01 Unrealized -32.6%
Hanesbrands Inc 0.0%
Value ($000) $38 Shares 2,434 Est. Cost $15.87 Unrealized
Dish Network Corporation 0.0%
Value ($000) $38 Shares 1,300 Est. Cost $37.89 Unrealized
XMVFX Blackrock Munivest Fund 0.0%
Value ($000) $37 Shares 4,303 Est. Cost $8.90 Unrealized
DXC DXC Technology Company 0.0%
Value ($000) $37 Shares 2,081 Est. Cost $80.08 Unrealized -77.2%
AMP Ameriprise Financial Incorpora 0.0%
Value ($000) $37 Shares 241 Est. Cost $130.12 Unrealized +8.7%
BIL SPDR Bloomberg Barclays 1-3 mo 0.0%
Value ($000) $37 Shares 402 Est. Cost $91.52 Unrealized
PJP Invesco Dynamic Pharmaceutical 0.0%
Value ($000) $37 Shares 574 Est. Cost $67.21 Unrealized
DLR Digital Realty Trust Inc 0.0%
Value ($000) $36 Shares 247 Est. Cost $97.90 Unrealized +26.8%
MLKN Miller Herman Inc. 0.0%
Value ($000) $36 Shares 1,200 Est. Cost $30.93 Unrealized -31.6%
FTNT Fortinet Inc 0.0%
Value ($000) $35 Shares 300 Est. Cost $25.11 Unrealized +2.9%
UBSI United Bankshares Inc 0.0%
Value ($000) $35 Shares 1,600 Est. Cost $37.04 Unrealized -29.7%
PHG Koninklijke Philips N.V. 0.0%
Value ($000) $35 Shares 740 Est. Cost $38.50 Unrealized
NI Nisource Inc. 0.0%
Value ($000) $35 Shares 1,580 Est. Cost $23.74 Unrealized -18.5%
BOX Box Inc 0.0%
Value ($000) $35 Shares 2,000 Est. Cost $16.05 Unrealized +15.0%
PWZ Invesco California 0.0%
Value ($000) $35 Shares 1,250 Est. Cost $27.61 Unrealized
KMX CarMax Inc 0.0%
Value ($000) $34 Shares 375 Est. Cost $69.32 Unrealized +44.1%
FCX Freeport-McMoRan Inc 0.0%
Value ($000) $34 Shares 2,190 Est. Cost $10.26 Unrealized +31.6%
2U Inc 0.0%
Value ($000) $34 Shares 1,000 Est. Cost $16.28 Unrealized
SPEM SPDR Portfolio Emerging Market 0.0%
Value ($000) $34 Shares 925 Est. Cost $36.56 Unrealized
Federal Realty Investment Trus 0.0%
Value ($000) $34 Shares 450 Est. Cost $117.11 Unrealized
AVGO Broadcom Inc 0.0%
Value ($000) $34 Shares 92 Est. Cost $25.36 Unrealized +16.9%
Cohen & Steers Quality Income 0.0%
Value ($000) $33 Shares 3,000 Est. Cost $15.85 Unrealized
RPM RPM Inc. - Ohio 0.0%
Value ($000) $33 Shares 400 Est. Cost $66.24 Unrealized +23.3%
PKG Packaging Corp of America 0.0%
Value ($000) $33 Shares 300 Est. Cost $94.52 Unrealized -8.1%
ET Energy Transfer LP 0.0%
Value ($000) $33 Shares 6,074 Est. Cost $15.73 Unrealized
Activision Blizzard, Inc. 0.0%
Value ($000) $33 Shares 405 Est. Cost $80.95 Unrealized
CGNX Cognex Corp 0.0%
Value ($000) $33 Shares 500 Est. Cost $42.37 Unrealized +43.9%
SNPS Synopsys Inc 0.0%
Value ($000) $32 Shares 150 Est. Cost $137.18 Unrealized +48.4%
FS KKR Capital Corp II 0.0%
Value ($000) $32 Shares 2,083 Est. Cost $12.89 Unrealized
BE Bloom Energy Corp 0.0%
Value ($000) $31 Shares 1,750 Est. Cost $7.81 Unrealized +91.1%
VLO Valero Energy Corp New 0.0%
Value ($000) $31 Shares 725 Est. Cost $62.57 Unrealized -31.9%
AVNS Avanos Medical Inc 0.0%
Value ($000) $31 Shares 928 Est. Cost $63.93 Unrealized -50.0%
FXO First Trust Financials AlphaDE 0.0%
Value ($000) $31 Shares 1,210 Est. Cost $31.04 Unrealized
Nuveen Qty Pfd Inc Fd2 0.0%
Value ($000) $31 Shares 3,458 Est. Cost $9.84 Unrealized
TXRH Texas Roadhouse Inc 0.0%
Value ($000) $30 Shares 500 Est. Cost $50.51 Unrealized +6.4%
NVDA Nvidia Corp 0.0%
Value ($000) $30 Shares 56 Est. Cost $4.18 Unrealized +177.3%
AZN Astrazena PLC -Spons ADR 0.0%
Value ($000) $30 Shares 553 Est. Cost $46.42 Unrealized
SPSB SPDR Portfolio Short Term Corp 0.0%
Value ($000) $30 Shares 966 Est. Cost $30.66 Unrealized
CME CME Group Inc 0.0%
Value ($000) $30 Shares 180 Est. Cost $163.37 Unrealized -16.6%
Liberty All-Star Equity Fund 0.0%
Value ($000) $30 Shares 4,985 Est. Cost $6.55 Unrealized
PZA Invesco National AMT-Free Muni 0.0%
Value ($000) $30 Shares 1,120 Est. Cost $25.80 Unrealized
XLU Utilities Select Sector SPDR 0.0%
Value ($000) $30 Shares 500 Est. Cost $64.74 Unrealized
GM General Motors 0.0%
Value ($000) $30 Shares 1,001 Est. Cost $36.01 Unrealized -24.7%
AIG American International Group 0.0%
Value ($000) $30 Shares 1,075 Est. Cost $26.13 Unrealized 0.0%
IDU iShares US Utilities ETF 0.0%
Value ($000) $29 Shares 200 Est. Cost $162.86 Unrealized
EMB iShares JPMorgan USD Emerg Mar 0.0%
Value ($000) $29 Shares 263 Est. Cost $111.85 Unrealized
SAM Boston Beer Co Inc Cl A 0.0%
Value ($000) $29 Shares 33 Est. Cost $183.93 Unrealized +329.4%
KTOS Kratos Defense and Security So 0.0%
Value ($000) $29 Shares 1,500 Est. Cost $20.99 Unrealized -12.0%
MET Metlife Inc 0.0%
Value ($000) $29 Shares 778 Est. Cost $38.44 Unrealized -16.7%
CAG Conagra Inc. 0.0%
Value ($000) $29 Shares 800 Est. Cost $27.24 Unrealized +6.3%
FXH First Trust Health Care AlphaD 0.0%
Value ($000) $28 Shares 300 Est. Cost $75.58 Unrealized
ViacomCBS Inc 0.0%
Value ($000) $28 Shares 1,000 Est. Cost $41.97 Unrealized
IJT iShares S&P Small Cap 600 Grow 0.0%
Value ($000) $28 Shares 160 Est. Cost $169.79 Unrealized
Blackrock Ltd Duration Inc Tr 0.0%
Value ($000) $28 Shares 1,900 Est. Cost $12.62 Unrealized
CCI Crown Castle International Cor 0.0%
Value ($000) $27 Shares 165 Est. Cost $115.13 Unrealized +12.1%
FUL H B Fuller Co 0.0%
Value ($000) $27 Shares 600 Est. Cost $46.76 Unrealized -5.6%
XBKNX Blackrock Quality Municipal Tr 0.0%
Value ($000) $27 Shares 1,700 Est. Cost $13.79 Unrealized
Sirius XM Holdings Inc 0.0%
Value ($000) $27 Shares 4,960 Est. Cost $6.25 Unrealized
WSM Williams Sonoma Inc. 0.0%
Value ($000) $26 Shares 289 Est. Cost $22.14 Unrealized +81.2%
HWM Howmet Aerospace Inc 0.0%
Value ($000) $26 Shares 1,550 Est. Cost $12.97 Unrealized +27.1%
MUNI PIMCO Intermediate Municipal B 0.0%
Value ($000) $25 Shares 450 Est. Cost $54.44 Unrealized
STT State Street Corp 0.0%
Value ($000) $25 Shares 422 Est. Cost $72.88 Unrealized -25.2%
IT Gartner Group Inc Cl A 0.0%
Value ($000) $25 Shares 202 Est. Cost $145.37 Unrealized -12.5%
KEY Keycorp New 0.0%
Value ($000) $25 Shares 2,067 Est. Cost $12.69 Unrealized -26.0%
COR Amerisourcebergen Corp. 0.0%
Value ($000) $24 Shares 252 Est. Cost $73.60 Unrealized +18.6%
MDU M D U Resources Group Inc. 0.0%
Value ($000) $24 Shares 1,075 Est. Cost $8.03 Unrealized -8.8%
Peoples United Financial Inc 0.0%
Value ($000) $24 Shares 2,350 Est. Cost $15.63 Unrealized
LIT Global X Lithium ETF 0.0%
Value ($000) $24 Shares 600 Est. Cost $40.05 Unrealized
ERII Energy Recovery Inc 0.0%
Value ($000) $24 Shares 2,928 Est. Cost $8.02 Unrealized 0.0%
Carter Validus Mission II Clas 0.0%
Value ($000) $24 Shares 2,575 Est. Cost $9.25 Unrealized
CNC Centene Corp 0.0%
Value ($000) $23 Shares 402 Est. Cost $48.70 Unrealized +27.6%
PLXS Plexus Corp 0.0%
Value ($000) $23 Shares 330 Est. Cost $59.30 Unrealized +23.7%
IGM iShares North American Tech ET 0.0%
Value ($000) $23 Shares 75 Est. Cost $242.15 Unrealized
WHR Whirlpool Corp 0.0%
Value ($000) $23 Shares 126 Est. Cost $162.37 Unrealized +2.3%
SIEGY Siemens AG ADR 0.0%
Value ($000) $23 Shares 332 Est. Cost $63.66 Unrealized
SPG Simon Property Group Inc 0.0%
Value ($000) $23 Shares 357 Est. Cost $107.46 Unrealized -54.9%
Royal Dutch Shell PLC ADR B 0.0%
Value ($000) $23 Shares 953 Est. Cost $61.81 Unrealized
CRBN iShares MSCI ACWI Low Carbon T 0.0%
Value ($000) $23 Shares 175 Est. Cost $120.16 Unrealized
SLYV SPDR S&P 600 Small Cap Value E 0.0%
Value ($000) $23 Shares 452 Est. Cost $49.39 Unrealized
DELL Dell Technologies Inc 0.0%
Value ($000) $23 Shares 334 Est. Cost $22.44 Unrealized +27.4%
MFS Charter Income Trust 0.0%
Value ($000) $22 Shares 2,800 Est. Cost $7.55 Unrealized
VYX NCR Corp. 0.0%
Value ($000) $22 Shares 1,000 Est. Cost $21.07 Unrealized -43.6%
HP Helmerich & Payne 0.0%
Value ($000) $22 Shares 1,500 Est. Cost $64.34 Unrealized -72.9%
AFL AFLAC Incorporated 0.0%
Value ($000) $22 Shares 600 Est. Cost $37.44 Unrealized -14.3%
TREE LendingTree Inc 0.0%
Value ($000) $21 Shares 69 Est. Cost $328.15 Unrealized
RY Royal Bk Canada 0.0%
Value ($000) $21 Shares 300 Est. Cost $81.18 Unrealized -11.5%
CDPYF Canadian Apt Pptys Real Estate 0.0%
Value ($000) $21 Shares 600 Est. Cost $34.97 Unrealized
ABBNY ABB Ltd-Spon ADR 0.0%
Value ($000) $21 Shares 820 Est. Cost $23.74 Unrealized
NWSA News Corp Class A 0.0%
Value ($000) $20 Shares 1,440 Est. Cost $10.15 Unrealized +30.8%
Perspecta Inc 0.0%
Value ($000) $20 Shares 1,040 Est. Cost $20.71 Unrealized
FBCG Fidelity Blue Chip Growth ETF 0.0%
Value ($000) $20 Shares 800 Est. Cost $24.61 Unrealized
Nuveen AMT-Free QLTY Municipal 0.0%
Value ($000) $19 Shares 1,351 Est. Cost $13.20 Unrealized
Duke Realty Corporation 0.0%
Value ($000) $19 Shares 522 Est. Cost $26.48 Unrealized
Gabelli Utility Trust 0.0%
Value ($000) $19 Shares 2,523 Est. Cost $6.99 Unrealized
HDV iShares High Dividend ETF 0.0%
Value ($000) $19 Shares 233 Est. Cost $81.15 Unrealized
HollyFrontier Corp 0.0%
Value ($000) $19 Shares 940 Est. Cost $53.59 Unrealized
EVRG Evergy Inc 0.0%
Value ($000) $18 Shares 359 Est. Cost $45.07 Unrealized 0.0%
TDC Teradata Corp 0.0%
Value ($000) $18 Shares 800 Est. Cost $38.68 Unrealized -42.6%
FIW First Trust ISE Water 0.0%
Value ($000) $18 Shares 300 Est. Cost $47.75 Unrealized
LFUS Littelfuse Inc 0.0%
Value ($000) $18 Shares 100 Est. Cost $151.78 Unrealized +17.0%
EXPE Expedia Inc 0.0%
Value ($000) $18 Shares 191 Est. Cost $89.22 Unrealized 0.0%
ZM Zoom Video Communications, Inc 0.0%
Value ($000) $17 Shares 36 Est. Cost $179.93 Unrealized +77.7%
IDRV iShares Self-Driving EV & Tech 0.0%
Value ($000) $17 Shares 500 Est. Cost $33.49 Unrealized
QUAL iShares Edge MSCI USA Quality 0.0%
Value ($000) $17 Shares 160 Est. Cost $103.74 Unrealized
ARKK ARK Innovation ETF 0.0%
Value ($000) $17 Shares 180 Est. Cost $92.00 Unrealized
Stericycle Inc 0.0%
Value ($000) $16 Shares 260 Est. Cost $59.19 Unrealized
NSRGF Nestle SA 0.0%
Value ($000) $16 Shares 138 Est. Cost $88.43 Unrealized +16.0%
LTC LTC Properties Reit Ord Shs 0.0%
Value ($000) $16 Shares 470 Est. Cost $51.22 Unrealized
XMVTX Blackrock Munivest Fund II 0.0%
Value ($000) $16 Shares 1,167 Est. Cost $14.41 Unrealized
New Relic Inc 0.0%
Value ($000) $16 Shares 287 Est. Cost $64.32 Unrealized
Western Asset Muni Prtfd 0.0%
Value ($000) $16 Shares 1,120 Est. Cost $13.71 Unrealized
BHP BHP Billiton Ltd 0.0%
Value ($000) $16 Shares 310 Est. Cost $44.43 Unrealized
WH Wyndham Hotels & Resorts Inc 0.0%
Value ($000) $16 Shares 317 Est. Cost $60.97 Unrealized -19.9%
MGM MGM Resorts International 0.0%
Value ($000) $16 Shares 725 Est. Cost $33.68 Unrealized -41.2%
PRU Prudential Financial Inc 0.0%
Value ($000) $16 Shares 247 Est. Cost $69.46 Unrealized -27.4%
Streamline Health Solutions In 0.0%
Value ($000) $16 Shares 10,000 Est. Cost $1.48 Unrealized
PAYX Paychex Inc. 0.0%
Value ($000) $16 Shares 195 Est. Cost $53.45 Unrealized +20.8%
FRCB First Republic Bank 0.0%
Value ($000) $15 Shares 142 Est. Cost $92.66 Unrealized +17.9%
KRE SPDR S&P Regional Banking ETF 0.0%
Value ($000) $15 Shares 431 Est. Cost $37.24 Unrealized
CRWD Crowdstrike Hldgs Inc Cl A 0.0%
Value ($000) $15 Shares 110 Est. Cost $111.07 Unrealized +4.9%
MIDD The Middleby Corp 0.0%
Value ($000) $15 Shares 167 Est. Cost $122.66 Unrealized -26.2%
IRM Iron Mountain Inc 0.0%
Value ($000) $15 Shares 546 Est. Cost $22.54 Unrealized -1.5%
WMB Williams Companies Inc. 0.0%
Value ($000) $15 Shares 752 Est. Cost $17.92 Unrealized -14.1%
LNT Alliant Energy Corporation 0.0%
Value ($000) $15 Shares 286 Est. Cost $30.84 Unrealized +42.7%
CNQ Canadian Natural Resource Ltd 0.0%
Value ($000) $15 Shares 900 Est. Cost $11.03 Unrealized -36.8%
KHC The Kraft Heinz Co 0.0%
Value ($000) $14 Shares 484 Est. Cost $45.07 Unrealized -42.6%
BlackRock Credit Allocation In 0.0%
Value ($000) $14 Shares 1,019 Est. Cost $12.67 Unrealized
TRP TC Energy Corp 0.0%
Value ($000) $14 Shares 335 Est. Cost $34.56 Unrealized 0.0%
FVRR Fiverr Intl 0.0%
Value ($000) $14 Shares 100 Est. Cost $107.21 Unrealized 0.0%
Tenneco Inc 0.0%
Value ($000) $14 Shares 2,000 Est. Cost $14.93 Unrealized
PEG Public Service Enterprise Grou 0.0%
Value ($000) $14 Shares 250 Est. Cost $48.05 Unrealized -8.2%
VRTX Vertex Pharmaceuticals Inc. 0.0%
Value ($000) $14 Shares 50 Est. Cost $271.12 Unrealized +1.8%
Nuveen PA Invt Qty 0.0%
Value ($000) $13 Shares 1,000 Est. Cost $12.57 Unrealized
HUN Huntsman Corp 0.0%
Value ($000) $13 Shares 600 Est. Cost $32.73 Unrealized -37.1%
EHC Encompass Health Corp 0.0%
Value ($000) $13 Shares 204 Est. Cost $50.52 Unrealized -4.5%
Invesco Muni Opp Tr 0.0%
Value ($000) $13 Shares 1,025 Est. Cost $12.22 Unrealized
BSX Boston Scientific Corp. 0.0%
Value ($000) $12 Shares 322 Est. Cost $42.37 Unrealized -9.0%
IDCC InterDigital Inc 0.0%
Value ($000) $11 Shares 200 Est. Cost $76.57 Unrealized -21.5%
DON WisdomTree MidCap Dividend 0.0%
Value ($000) $11 Shares 393 Est. Cost $34.12 Unrealized
BUD Anheuser-Busch InBev SA/NV ADR 0.0%
Value ($000) $11 Shares 210 Est. Cost $107.63 Unrealized
EXC Exelon Corp 0.0%
Value ($000) $11 Shares 316 Est. Cost $23.66 Unrealized -7.4%
Abiomed Inc 0.0%
Value ($000) $11 Shares 40 Est. Cost $277.05 Unrealized
PPL PPL Corporation 0.0%
Value ($000) $11 Shares 400 Est. Cost $21.97 Unrealized -1.3%
Advent Convertible and Income 0.0%
Value ($000) $11 Shares 800 Est. Cost $14.81 Unrealized
DDS Dillards Inc 0.0%
Value ($000) $11 Shares 300 Est. Cost $21.65 Unrealized -0.1%
CPB Campbell Soup Co. 0.0%
Value ($000) $11 Shares 225 Est. Cost $35.04 Unrealized +17.7%
ITM Vaneck Vectors AMT-Free Inter 0.0%
Value ($000) $11 Shares 212 Est. Cost $47.57 Unrealized
VAC Marriott Vacations Worldwide 0.0%
Value ($000) $11 Shares 119 Est. Cost $98.36 Unrealized -7.7%
WSBC Wesbanco Inc 0.0%
Value ($000) $11 Shares 495 Est. Cost $36.24 Unrealized -41.3%
JKHY Jack Henry & Associates Inc 0.0%
Value ($000) $11 Shares 66 Est. Cost $131.22 Unrealized +23.8%
BASFY BASF SE Sponsored ADR 0.0%
Value ($000) $11 Shares 700 Est. Cost $24.62 Unrealized
IR Ingersoll-Rand PLC Shs 0.0%
Value ($000) $11 Shares 300 Est. Cost $32.74 Unrealized +1.7%
OI O-I Glass Inc 0.0%
Value ($000) $11 Shares 1,000 Est. Cost $10.69 Unrealized 0.0%
SPTS SPDR Portfolio Short Term Trea 0.0%
Value ($000) $10 Shares 325 Est. Cost $30.72 Unrealized
RKT Rocket Companies, Inc 0.0%
Value ($000) $10 Shares 500 Est. Cost $19.59 Unrealized 0.0%
Wyndham Destinations Inc 0.0%
Value ($000) $10 Shares 317 Est. Cost $114.43 Unrealized
GPDNF Groupe Danone 0.0%
Value ($000) $10 Shares 150 Est. Cost $81.90 Unrealized -17.7%
Zivo Bioscience Inc 0.0%
Value ($000) $9 Shares 80,000 Est. Cost $0.10 Unrealized
Zynga Inc Class A 0.0%
Value ($000) $9 Shares 1,029 Est. Cost $4.13 Unrealized
Level One Bancorp Inc 0.0%
Value ($000) $9 Shares 596 Est. Cost $27.20 Unrealized
KN Knowles Corp 0.0%
Value ($000) $9 Shares 600 Est. Cost $14.57 Unrealized +4.0%
QCLN First TR Clean Energy Green 0.0%
Value ($000) $9 Shares 200 Est. Cost $19.52 Unrealized
FleetCor Technologies Inc 0.0%
Value ($000) $9 Shares 37 Est. Cost $386.78 Unrealized
ILCB iShares Morningstar Large-Cap 0.0%
Value ($000) $9 Shares 45 Est. Cost $153.32 Unrealized
Nuveen Dividend Advantage Muni 0.0%
Value ($000) $9 Shares 600 Est. Cost $13.20 Unrealized
FTS Fortis Inc 0.0%
Value ($000) $9 Shares 213 Est. Cost $32.03 Unrealized +1.4%
ICE Intercontinental Exchange Inc 0.0%
Value ($000) $8 Shares 84 Est. Cost $84.93 Unrealized +8.3%
CHTH CNL Healthcare Properties Inc 0.0%
Value ($000) $8 Shares 1,062 Est. Cost $10.32 Unrealized
Invesco Municipal Trust 0.0%
Value ($000) $8 Shares 664 Est. Cost $11.69 Unrealized
CWI SPDR MSCI ACWI ex-US ETF 0.0%
Value ($000) $8 Shares 331 Est. Cost $30.23 Unrealized
EWA iShares MSCI Australia ETF 0.0%
Value ($000) $8 Shares 400 Est. Cost $19.72 Unrealized
HURN Huron Consulting Group Inc 0.0%
Value ($000) $8 Shares 200 Est. Cost $58.42 Unrealized -25.4%
CVE Cenovus Energy Inc 0.0%
Value ($000) $8 Shares 2,000 Est. Cost $7.59 Unrealized -45.4%
GOVT iShares US Treasury Bond ETF 0.0%
Value ($000) $8 Shares 278 Est. Cost $28.01 Unrealized
NBTB NBT Bancorp Inc 0.0%
Value ($000) $8 Shares 288 Est. Cost $36.65 Unrealized -19.1%
MRCC Monroe Capital Corp 0.0%
Value ($000) $8 Shares 1,117 Est. Cost $4.93 Unrealized -27.1%
VMC Vulcan Materials Co 0.0%
Value ($000) $7 Shares 55 Est. Cost $133.67 Unrealized -10.0%
EWJ iShares MSCI Japan ETF 0.0%
Value ($000) $7 Shares 125 Est. Cost $58.12 Unrealized
Arconic Corp 0.0%
Value ($000) $7 Shares 387 Est. Cost $13.93 Unrealized
TE Connectivity Ltd 0.0%
Value ($000) $7 Shares 75 Est. Cost $99.44 Unrealized
EWG iShares MSCI Germany Index 0.0%
Value ($000) $7 Shares 249 Est. Cost $29.13 Unrealized
Eaton Vance Muni Inc Sh Ben In 0.0%
Value ($000) $7 Shares 557 Est. Cost $11.98 Unrealized
Nuveen Dividend Advantage Muni 0.0%
Value ($000) $7 Shares 435 Est. Cost $14.58 Unrealized
DG Dollar General Corporation 0.0%
Value ($000) $7 Shares 32 Est. Cost $162.15 Unrealized +12.3%
HIG Hartford Financial Services Gr 0.0%
Value ($000) $7 Shares 180 Est. Cost $40.86 Unrealized -13.1%
UNM Unum Group 0.0%
Value ($000) $7 Shares 392 Est. Cost $15.78 Unrealized +12.7%
RCL Royal Caribbean Cruises Ltd 0.0%
Value ($000) $6 Shares 100 Est. Cost $105.84 Unrealized -45.3%
EFG iShares MSCI Growth 0.0%
Value ($000) $6 Shares 72 Est. Cost $79.75 Unrealized
WCC WESCO International Inc 0.0%
Value ($000) $6 Shares 143 Est. Cost $29.05 Unrealized +42.8%
Eaton Vance Tax-Advantaged Glo 0.0%
Value ($000) $6 Shares 300 Est. Cost $25.33 Unrealized
Liberty SiriusXM Group C 0.0%
Value ($000) $6 Shares 182 Est. Cost $41.15 Unrealized
Wisdom Tree U.S. ESG Fund 0.0%
Value ($000) $6 Shares 165 Est. Cost $31.14 Unrealized
SSP E.W. Scripps Company 0.0%
Value ($000) $6 Shares 522 Est. Cost $10.35 Unrealized -20.7%
HST Host Hotels & Resorts Inc 0.0%
Value ($000) $6 Shares 543 Est. Cost $13.53 Unrealized -32.5%
EXPD Expeditors Intl Wash Inc 0.0%
Value ($000) $6 Shares 64 Est. Cost $67.86 Unrealized +17.9%
VMware, Inc CL A 0.0%
Value ($000) $6 Shares 40 Est. Cost $150.05 Unrealized
JLL Jones Lang LaSalle Inc 0.0%
Value ($000) $6 Shares 60 Est. Cost $138.16 Unrealized -27.1%
Alexion Pharmaceuticals Inc 0.0%
Value ($000) $6 Shares 50 Est. Cost $111.46 Unrealized
ITB iShares US Home Construction E 0.0%
Value ($000) $6 Shares 100 Est. Cost $43.31 Unrealized
XLRE Real Estate Select Sector SPDR 0.0%
Value ($000) $6 Shares 160 Est. Cost $39.34 Unrealized
EZM WisdomTree US MidCap Earnings 0.0%
Value ($000) $6 Shares 165 Est. Cost $38.68 Unrealized
PSCT Invesco S&P SmallCap Informati 0.0%
Value ($000) $6 Shares 65 Est. Cost $87.03 Unrealized
GDRX GoodRX holdings 0.0%
Value ($000) $6 Shares 100 Est. Cost $52.94 Unrealized 0.0%
Eaton Vance Tax-Managed Global 0.0%
Value ($000) $6 Shares 750 Est. Cost $7.46 Unrealized
LTRE Learning Tree International In 0.0%
Value ($000) $5 Shares 15,340 Est. Cost $1.12 Unrealized -57.5%
AMLP ALPS Alerian MLP ETF 0.0%
Value ($000) $5 Shares 271 Est. Cost $24.68 Unrealized
H Hyatt Hotels Corp 0.0%
Value ($000) $5 Shares 100 Est. Cost $74.19 Unrealized -28.6%
DTE DTE Energy Company 0.0%
Value ($000) $5 Shares 45 Est. Cost $67.23 Unrealized +21.3%
NABZY National Australia Bank Ltd AD 0.0%
Value ($000) $5 Shares 800 Est. Cost $6.45 Unrealized
HSBC HSBC Holdings PLC Sponsored AD 0.0%
Value ($000) $5 Shares 254 Est. Cost $48.72 Unrealized
IHE iShares Dow Jones US Pharmaceu 0.0%
Value ($000) $5 Shares 30 Est. Cost $147.53 Unrealized
EWY iShares MSCI South Korea Cappe 0.0%
Value ($000) $5 Shares 74 Est. Cost $65.34 Unrealized
INRE Inland Real Estate Income Trus 0.0%
Value ($000) $5 Shares 245 Est. Cost $19.63 Unrealized
Aspen Technology Inc 0.0%
Value ($000) $5 Shares 37 Est. Cost $123.08 Unrealized
KWR Quaker Chemical Corp 0.0%
Value ($000) $5 Shares 26 Est. Cost $151.55 Unrealized +26.7%
ICLN iShares Global Clean Energy ET 0.0%
Value ($000) $5 Shares 250 Est. Cost $9.50 Unrealized
WAB Wabtec 0.0%
Value ($000) $5 Shares 74 Est. Cost $69.14 Unrealized -10.0%
TEVA Teva Pharmaceutical-SP ADR 0.0%
Value ($000) $5 Shares 500 Est. Cost $23.49 Unrealized
Invesco Bulletshares 2022 Corp 0.0%
Value ($000) $4 Shares 205 Est. Cost $21.84 Unrealized
Teekay LNG Partners LP 0.0%
Value ($000) $4 Shares 425 Est. Cost $10.50 Unrealized
Aphria Inc 0.0%
Value ($000) $4 Shares 1,000 Est. Cost $5.19 Unrealized
IUSG iShares Core S&P US Growth ETF 0.0%
Value ($000) $4 Shares 51 Est. Cost $79.98 Unrealized
Meredith Corp 0.0%
Value ($000) $4 Shares 300 Est. Cost $36.66 Unrealized
SDOG ALPS Sector Dividend Dogs ETF 0.0%
Value ($000) $4 Shares 100 Est. Cost $36.35 Unrealized
USHY iShares Broad USD High Yield C 0.0%
Value ($000) $4 Shares 95 Est. Cost $39.47 Unrealized
Purefunds Cyber Security ETF 0.0%
Value ($000) $4 Shares 80 Est. Cost $35.67 Unrealized
SON Sonoco Products Co 0.0%
Value ($000) $4 Shares 72 Est. Cost $47.51 Unrealized -8.2%
Calamos Strategic Total Return 0.0%
Value ($000) $4 Shares 270 Est. Cost $12.72 Unrealized
HAL Halliburton Co. 0.0%
Value ($000) $4 Shares 300 Est. Cost $9.78 Unrealized +34.8%
LMPMY Lee & Man Paper Mfg LTD ADR 0.0%
Value ($000) $4 Shares 500 Est. Cost $10.47 Unrealized
SCHH Schwab US REIT ETF 0.0%
Value ($000) $4 Shares 100 Est. Cost $39.34 Unrealized
PUBGY Publicis Groupe SA ADR 0.0%
Value ($000) $3 Shares 400 Est. Cost $12.34 Unrealized
KTB Kontoor Brands Inc 0.0%
Value ($000) $3 Shares 136 Est. Cost $29.07 Unrealized -28.0%
EWH iShares MSCI Hong Kong ETF 0.0%
Value ($000) $3 Shares 150 Est. Cost $25.31 Unrealized
CVSA Adtalem Global Education Inc 0.0%
Value ($000) $3 Shares 132 Est. Cost $44.90 Unrealized -28.1%
BlackRock Science and Technolo 0.0%
Value ($000) $3 Shares 75 Est. Cost $37.81 Unrealized
CNDT Conduent Inc 0.0%
Value ($000) $3 Shares 1,000 Est. Cost $2.96 Unrealized 0.0%
AKR Acadia Realty Trust 0.0%
Value ($000) $3 Shares 301 Est. Cost $12.68 Unrealized
JHG Janus Henderson Group PLC 0.0%
Value ($000) $3 Shares 144 Est. Cost $35.68 Unrealized -41.9%
VREX Varex Imaging Corp 0.0%
Value ($000) $3 Shares 240 Est. Cost $38.13 Unrealized -64.1%
GBIL Goldman Sachs Access Treasury 0.0%
Value ($000) $3 Shares 30 Est. Cost $100.50 Unrealized
VNM Vaneck Vectors Vietnam ETF 0.0%
Value ($000) $3 Shares 200 Est. Cost $19.56 Unrealized
Eaton Vance Limited Duration I 0.0%
Value ($000) $3 Shares 255 Est. Cost $10.57 Unrealized
MDRX Allscripts Healthcare Solution 0.0%
Value ($000) $3 Shares 350 Est. Cost $10.26 Unrealized -20.4%
ChampionX Corp 0.0%
Value ($000) $3 Shares 355 Est. Cost $9.76 Unrealized
BCE BCE Inc 0.0%
Value ($000) $3 Shares 67 Est. Cost $30.90 Unrealized -5.2%
RHI Robert Half Intl Inc 0.0%
Value ($000) $3 Shares 53 Est. Cost $56.39 Unrealized -5.6%
WELL Welltower Inc 0.0%
Value ($000) $3 Shares 50 Est. Cost $56.36 Unrealized -16.1%
LYFT Lyft Inc 0.0%
Value ($000) $3 Shares 100 Est. Cost $31.62 Unrealized -6.0%
MFS Intermediate Income Tr 0.0%
Value ($000) $3 Shares 725 Est. Cost $3.93 Unrealized
AB AllianceBernstein Holding LP 0.0%
Value ($000) $3 Shares 100 Est. Cost $27.04 Unrealized
IEF iShares Barclays 7-10 Yr Treas 0.0%
Value ($000) $3 Shares 22 Est. Cost $121.50 Unrealized
ERIC Ericsson L M Tel Co 0.0%
Value ($000) $3 Shares 240 Est. Cost $7.71 Unrealized
MOAT VanEck Vectors Morningstar Wid 0.0%
Value ($000) $3 Shares 46 Est. Cost $54.59 Unrealized
KDP Keurig Dr Pepper Inc 0.0%
Value ($000) $2 Shares 88 Est. Cost $24.67 Unrealized +3.8%
PH Parker Hannifin Corp. 0.0%
Value ($000) $2 Shares 12 Est. Cost $172.16 Unrealized +6.2%
Rivernorth Marketplace Lending 0.0%
Value ($000) $2 Shares 159 Est. Cost $20.40 Unrealized
F Ford Motor Co. 0.0%
Value ($000) $2 Shares 350 Est. Cost $6.32 Unrealized -18.7%
BIDU Baidu Inc 0.0%
Value ($000) $2 Shares 18 Est. Cost $138.51 Unrealized
SM SM Energy Company 0.0%
Value ($000) $2 Shares 1,400 Est. Cost $19.42 Unrealized -86.8%
BH Biglari Holdings Inc Class B 0.0%
Value ($000) $2 Shares 25 Est. Cost $226.63 Unrealized -63.8%
Eaton Vance Tax-Managed Buy-Wr 0.0%
Value ($000) $2 Shares 150 Est. Cost $14.89 Unrealized
MTUM iShares Edge MSCI USA Momentum 0.0%
Value ($000) $2 Shares 14 Est. Cost $106.50 Unrealized
NEM Newmont Corporation 0.0%
Value ($000) $2 Shares 30 Est. Cost $31.75 Unrealized +73.7%
PCG P G & E Corp. 0.0%
Value ($000) $2 Shares 200 Est. Cost $14.95 Unrealized -38.7%
IVZ Invesco Limited 0.0%
Value ($000) $2 Shares 163 Est. Cost $13.12 Unrealized -35.5%
CGW Invesco S&P Global Water Index 0.0%
Value ($000) $2 Shares 42 Est. Cost $37.38 Unrealized
Templeton Emerg Mkts Income 0.0%
Value ($000) $2 Shares 225 Est. Cost $11.56 Unrealized
CCL Carnival Corp 0.0%
Value ($000) $2 Shares 100 Est. Cost $44.98 Unrealized -65.6%
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
WSO Watsco Inc 0.0%
Value ($000) $1 Shares 6 Est. Cost $162.96 Unrealized +38.2%
OXY Occidental Petroleum Corp. 0.0%
Value ($000) $1 Shares 132 Est. Cost $41.98 Unrealized -68.4%
CC The Chemours Co 0.0%
Value ($000) $1 Shares 60 Est. Cost $31.74 Unrealized -50.0%
OMC Omnicom Group Inc 0.0%
Value ($000) $1 Shares 25 Est. Cost $59.66 Unrealized -26.2%
Bristol-Myers Squibb Co Rights 0.0%
Value ($000) $1 Shares 550 Est. Cost $3.48 Unrealized
SAIC Science Applications Internati 0.0%
Value ($000) $1 Shares 15 Est. Cost $78.17 Unrealized +0.8%
ARI Apollo Commercial Real Estate 0.0%
Value ($000) $1 Shares 125 Est. Cost $19.63 Unrealized
EWS iShares MSCI Singapore Capped 0.0%
Value ($000) $1 Shares 62 Est. Cost $26.68 Unrealized
UNFI United Natural Foods Inc 0.0%
Value ($000) $1 Shares 77 Est. Cost $45.23 Unrealized -58.0%
VDE Vanguard Energy ETF 0.0%
Value ($000) $1 Shares 28 Est. Cost $50.29 Unrealized
XLE Energy Select Sector SPDR 0.0%
Value ($000) $1 Shares 35 Est. Cost $67.41 Unrealized
LEG Leggett & Platt Inc. 0.0%
Value ($000) $1 Shares 25 Est. Cost $42.55 Unrealized -6.7%
Vonage Holdings Corp 0.0%
Value ($000) $1 Shares 100 Est. Cost $11.30 Unrealized
ASIX Advansix Inc 0.0%
Value ($000) $1 Shares 79 Est. Cost $34.71 Unrealized -67.1%
BH/A Biglari Holdings Inc Class A 0.0%
Value ($000) $1 Shares 2 Est. Cost $994.08 Unrealized -57.6%
DVN Devon Energy Corp New 0.0%
Value ($000) $1 Shares 100 Est. Cost $18.06 Unrealized -56.2%
SVC Service Properties Trust 0.0%
Value ($000) $1 Shares 118 Est. Cost $25.79 Unrealized
BFH Alliance Data Systems Corp 0.0%
Value ($000) $1 Shares 22 Est. Cost $100.40 Unrealized -67.7%
CVR Partners LP 0.0%
Value ($000) $1 Shares 104 Est. Cost $8.70 Unrealized
ODP Corp 0.0%
Value ($000) $1 Shares 44 Est. Cost $19.45 Unrealized
GTX Garrett Motion Inc 0.0%
Value ($000) $1 Shares 215 Est. Cost $13.59 Unrealized -63.8%
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 -38.0%
EWM iShares MSCI Malaysia (Free) E 0.0%
Value ($000) $1 Shares 25 Est. Cost $36.16 Unrealized
PBR/A Petroleo Brasileiro SA ADR 0.0%
Value ($000) $1 Shares 85 Est. Cost $11.63 Unrealized
EPR EPR Properties 0.0%
Value ($000) $0 Shares 14 Est. Cost $55.79 Unrealized
Uniti Group Inc 0.0%
Value ($000) $0 Shares 30 Est. Cost $7.80 Unrealized
VSMD Vasamed Inc 0.0%
Value ($000) $0 Shares 27,513 Est. Cost $0.01 Unrealized +3.4%
BEN Franklin Resources Inc 0.0%
Value ($000) $0 Shares 11 Est. Cost $24.16 Unrealized -33.4%
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
Penney (J C) Co Inc. 0.0%
Value ($000) $0 Shares 400 Est. Cost $3.02 Unrealized
LYSDY Lynas Corp LTD Sponsored ADR 0.0%
Value ($000) $0 Shares 50 Est. Cost $1.66 Unrealized
BHF Brighthouse Financial Inc. 0.0%
Value ($000) $0 Shares 3 Est. Cost $52.62 Unrealized -44.8%
OXY/WS Occidental Petroleum Corp Warr 0.0%
Value ($000) $0 Shares 27 Est. Cost $3.00 Unrealized
Aurora Cannabis Inc 0.0%
Value ($000) $0 Shares 12 Est. Cost $12.42 Unrealized
M Macys Inc 0.0%
Value ($000) $0 Shares 6 Est. Cost $25.73 Unrealized -74.1%
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
NOK Nokia Corporation Sponsored AD 0.0%
Value ($000) $0 Shares 2 Est. Cost $4.00 Unrealized
Motors Liq Co GUC Trust 0.0%
Value ($000) $0 Shares 5 Est. Cost $9.40 Unrealized
Frontier Communications Corpor 0.0%
Value ($000) $0 Shares 20 Est. Cost $0.85 Unrealized
Weatherford Intl Warrants Exp 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
Key Energy Services Inc Exp 12 0.0%
Value ($000) $0 Shares 8 Est. Cost Unrealized
American International Group W 0.0%
Value ($000) $0 Shares 2 Est. Cost $16.50 Unrealized
Preferred Apt Community Warran 0.0%
Value ($000) $0 Shares 100 Est. Cost Unrealized
Key Energy Services Inc Exp 12 0.0%
Value ($000) $0 Shares 8 Est. Cost Unrealized
Encorium Group Inc 0.0%
Value ($000) $0 Shares 52 Est. Cost Unrealized
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
Wichita Develpoment Corp 0.0%
Value ($000) $0 Shares 333 Est. Cost Unrealized
RINO RINO International Corporation 0.0%
Value ($000) $0 Shares 100 Est. Cost $0.00 Unrealized +903.9%
Seventy Seven Energy-Escrow 0.0%
Value ($000) $0 Shares 7 Est. Cost Unrealized