BARTLETT & CO. WEALTH MANAGEMENT LLC Diversified Active

CIK: 0002010186 · Show all filings

Period: Q2 2021 (← Previous) (Next →)

Filing Date: Feb 14, 2024

Total Value ($000): $5,243,761 (100.0% shares, 0.0% debt)

Holdings (1,082)

AAPL Apple Inc 5.1%
Value ($000) $269,139 Shares 1,965,091 Est. Cost $89.32 Unrealized +41.6%
MSFT Microsoft Corp 5.1%
Value ($000) $268,322 Shares 990,484 Est. Cost $98.81 Unrealized +147.7%
GOOG Alphabet Inc Class C 3.1%
Value ($000) $160,186 Shares 63,913 Est. Cost $56.11 Unrealized +110.8%
MA Mastercard Inc 2.3%
Value ($000) $122,213 Shares 334,748 Est. Cost $163.70 Unrealized +121.3%
ABT Abbott Labs 2.3%
Value ($000) $119,405 Shares 1,029,975 Est. Cost $58.39 Unrealized +83.7%
BRK/B Berkshire Hathaway Inc - Class 2.3%
Value ($000) $118,280 Shares 425,591 Est. Cost $205.61 Unrealized +35.9%
LOW Lowe's Companies Inc 2.2%
Value ($000) $115,864 Shares 597,330 Est. Cost $87.09 Unrealized +106.1%
DIS Disney (Walt) Co 2.2%
Value ($000) $114,950 Shares 653,981 Est. Cost $112.48 Unrealized +56.2%
JPM JPMorgan Chase & Co 2.0%
Value ($000) $104,756 Shares 673,498 Est. Cost $92.15 Unrealized +51.6%
AMGN Amgen Inc 1.8%
Value ($000) $94,509 Shares 387,730 Est. Cost $148.90 Unrealized +42.7%
AMZN Amazon.com Inc. 1.7%
Value ($000) $89,523 Shares 26,023 Est. Cost $126.47 Unrealized +31.4%
AMT American Tower REIT Inc 1.7%
Value ($000) $87,682 Shares 323,063 Est. Cost $164.17 Unrealized +34.8%
PG Procter & Gamble Co 1.6%
Value ($000) $86,196 Shares 638,820 Est. Cost $77.18 Unrealized +56.4%
PEP Pepsico Inc 1.6%
Value ($000) $83,499 Shares 563,533 Est. Cost $93.45 Unrealized +35.0%
ACN Accenture PLC - Class A 1.6%
Value ($000) $83,106 Shares 281,916 Est. Cost $152.72 Unrealized +75.6%
VOO Vanguard S&P 500 ETF 1.4%
Value ($000) $75,930 Shares 192,299 Est. Cost $259.22 Unrealized
TJX TJX Companies Inc. 1.4%
Value ($000) $75,433 Shares 1,118,851 Est. Cost $41.11 Unrealized +54.9%
VCIT Vanguard Intermediate Term Cor 1.4%
Value ($000) $73,618 Shares 774,362 Est. Cost $88.67 Unrealized
VCSH Vanguard Short-Term Corp Bond 1.4%
Value ($000) $70,821 Shares 856,256 Est. Cost $79.67 Unrealized
TMO Thermo Fisher Scientific Inc 1.3%
Value ($000) $68,616 Shares 135,945 Est. Cost $276.95 Unrealized +68.3%
AGG iShares Core Total U.S. Bond M 1.3%
Value ($000) $66,019 Shares 572,434 Est. Cost $115.59 Unrealized
DE Deere Co 1.2%
Value ($000) $65,061 Shares 183,990 Est. Cost $142.09 Unrealized +141.3%
CRM Salesforce Com 1.2%
Value ($000) $63,966 Shares 261,864 Est. Cost $182.31 Unrealized +24.9%
ADI Analog Devices Inc 1.2%
Value ($000) $63,437 Shares 368,480 Est. Cost $83.57 Unrealized +76.7%
NEE NextEra Energy Inc 1.2%
Value ($000) $63,381 Shares 864,916 Est. Cost $62.53 Unrealized +6.4%
Linde AG 1.2%
Value ($000) $63,209 Shares 218,641 Est. Cost $168.28 Unrealized
ENB Enbridge Inc 1.2%
Value ($000) $62,284 Shares 1,555,540 Est. Cost $22.13 Unrealized +29.4%
JNJ Johnson & Johnson 1.2%
Value ($000) $61,597 Shares 373,906 Est. Cost $112.87 Unrealized +28.4%
COST Costco Wholesale Corp 1.2%
Value ($000) $61,361 Shares 155,081 Est. Cost $307.91 Unrealized +16.6%
CMCSA Comcast Corporation Class A 1.1%
Value ($000) $60,295 Shares 1,057,428 Est. Cost $38.28 Unrealized +28.2%
VZ Verizon Communications Inc 1.1%
Value ($000) $59,539 Shares 1,062,624 Est. Cost $34.50 Unrealized +25.9%
BMY Bristol-Myers Squibb Co. 1.1%
Value ($000) $57,936 Shares 867,044 Est. Cost $45.28 Unrealized +19.0%
DUK Duke Energy Corp 1.1%
Value ($000) $57,670 Shares 584,182 Est. Cost $61.71 Unrealized +35.9%
ITW Illinois Tool Works 1.1%
Value ($000) $55,145 Shares 245,425 Est. Cost $133.11 Unrealized +54.0%
GOOGL Alphabet Inc Class A 1.0%
Value ($000) $53,673 Shares 21,981 Est. Cost $55.66 Unrealized +108.3%
NKE Nike Inc. 1.0%
Value ($000) $52,823 Shares 341,312 Est. Cost $61.03 Unrealized +105.9%
FDX Fedex Corp 1.0%
Value ($000) $52,505 Shares 175,691 Est. Cost $206.57 Unrealized +30.8%
IEFA iShares Core MSCI EAFE 1.0%
Value ($000) $52,502 Shares 701,330 Est. Cost $65.29 Unrealized
BAH Booz Allen Hamilton Hl Cl A 0.9%
Value ($000) $49,568 Shares 581,925 Est. Cost $76.96 Unrealized +0.2%
BAX Baxter International Inc 0.9%
Value ($000) $49,062 Shares 607,363 Est. Cost $60.45 Unrealized +25.2%
TROW T Rowe Price Group Inc. 0.9%
Value ($000) $49,005 Shares 245,197 Est. Cost $89.11 Unrealized +69.9%
UNH UnitedHealth Group Incorporate 0.9%
Value ($000) $47,654 Shares 119,005 Est. Cost $257.00 Unrealized +43.6%
Laboratory Corp Amer Hldgs 0.9%
Value ($000) $47,270 Shares 171,360 Est. Cost $162.86 Unrealized
WM Waste Management Inc. 0.8%
Value ($000) $42,691 Shares 304,699 Est. Cost $87.71 Unrealized +46.6%
NSRGY Nestle SA Sponsored ADR 0.8%
Value ($000) $41,555 Shares 333,348 Est. Cost $103.55 Unrealized
VMBS Vanguard Mortgage-Backed Secur 0.8%
Value ($000) $40,915 Shares 766,633 Est. Cost $52.51 Unrealized
MCD McDonalds Corp 0.8%
Value ($000) $40,866 Shares 176,916 Est. Cost $150.82 Unrealized +38.8%
FIS Fidelity National Information 0.8%
Value ($000) $39,900 Shares 281,638 Est. Cost $119.02 Unrealized +12.0%
META Facebook Inc Class A 0.7%
Value ($000) $37,109 Shares 106,723 Est. Cost $180.95 Unrealized +76.1%
UNP Union Pacific Corp 0.7%
Value ($000) $36,646 Shares 166,624 Est. Cost $138.85 Unrealized +44.3%
CDW CDW Corp 0.7%
Value ($000) $35,999 Shares 206,120 Est. Cost $114.59 Unrealized +42.1%
Kansas City Southern 0.7%
Value ($000) $35,116 Shares 123,686 Est. Cost $110.22 Unrealized
USB US Bancorp 0.6%
Value ($000) $33,635 Shares 586,096 Est. Cost $39.84 Unrealized +19.8%
BSV Vanguard Short-Term Bond ETF 0.6%
Value ($000) $31,398 Shares 382,151 Est. Cost $82.61 Unrealized
SBUX Starbucks Corp. 0.6%
Value ($000) $31,286 Shares 279,812 Est. Cost $79.67 Unrealized +27.6%
CB Chubb Ltd 0.6%
Value ($000) $31,030 Shares 194,428 Est. Cost $127.44 Unrealized +21.8%
BRK/A Berkshire Hathaway Inc. Class 0.6%
Value ($000) $30,976 Shares 74 Est. Cost $309662.90 Unrealized +35.7%
MKC McCormick & Co 0.6%
Value ($000) $30,836 Shares 349,135 Est. Cost $64.95 Unrealized +24.3%
GD General Dynamics Corporation 0.6%
Value ($000) $29,086 Shares 154,499 Est. Cost $152.19 Unrealized +12.3%
MDY SPDR S&P MidCap 400 ETF Trust 0.5%
Value ($000) $27,198 Shares 55,271 Est. Cost $344.94 Unrealized
NSC Norfolk Southern Corp. 0.5%
Value ($000) $25,001 Shares 94,197 Est. Cost $123.43 Unrealized +102.8%
VTI Vanguard Total Stock Market VI 0.5%
Value ($000) $24,266 Shares 108,903 Est. Cost $144.21 Unrealized
SCHB Schwab US Broad Market ETF 0.5%
Value ($000) $23,635 Shares 226,671 Est. Cost $63.56 Unrealized
DEO Diageo P L C Spon ADR 0.4%
Value ($000) $23,175 Shares 120,901 Est. Cost $136.81 Unrealized
DHR Danaher Corp 0.4%
Value ($000) $23,119 Shares 86,081 Est. Cost $121.20 Unrealized +79.2%
UPS United Parcel Service Inc. 0.4%
Value ($000) $23,057 Shares 110,869 Est. Cost $87.32 Unrealized +88.0%
ADP Automatic Data Processing 0.4%
Value ($000) $21,477 Shares 107,631 Est. Cost $101.11 Unrealized +74.3%
WMT Walmart Inc 0.4%
Value ($000) $20,398 Shares 144,643 Est. Cost $34.38 Unrealized +27.4%
NVS Novartis AG-ADR 0.4%
Value ($000) $20,258 Shares 222,033 Est. Cost $81.06 Unrealized
INTC Intel Corp 0.4%
Value ($000) $18,503 Shares 329,584 Est. Cost $40.62 Unrealized +31.9%
AXP American Express Company 0.3%
Value ($000) $16,981 Shares 102,770 Est. Cost $100.08 Unrealized +47.7%
RTX Raytheon Technologies Corp 0.3%
Value ($000) $16,428 Shares 192,568 Est. Cost $54.61 Unrealized +38.7%
VEU Vanguard FTSE All-World Ex-US 0.3%
Value ($000) $15,847 Shares 249,985 Est. Cost $52.49 Unrealized
IGSB iShares Short-Term Corporate B 0.3%
Value ($000) $15,833 Shares 288,870 Est. Cost $57.55 Unrealized
IEMG iShares Core MSCI Emerging Mar 0.3%
Value ($000) $15,674 Shares 233,976 Est. Cost $56.84 Unrealized
VBR Vanguard Small Cap Value VIPER 0.3%
Value ($000) $15,186 Shares 87,447 Est. Cost $130.13 Unrealized
IWP iShares Russell Midcap Growth 0.3%
Value ($000) $14,891 Shares 131,547 Est. Cost $114.58 Unrealized
SPGI S&P Global Inc 0.3%
Value ($000) $14,541 Shares 35,427 Est. Cost $369.83 Unrealized +0.0%
EMR Emerson Electric Co. 0.3%
Value ($000) $13,638 Shares 141,709 Est. Cost $57.91 Unrealized +47.7%
ABBV Abbvie Inc 0.2%
Value ($000) $13,074 Shares 116,072 Est. Cost $74.75 Unrealized +26.8%
CFR Cullen Frost Bankers 0.2%
Value ($000) $12,959 Shares 115,707 Est. Cost $81.62 Unrealized +24.7%
FNDX Schwab Fundamental US Large Co 0.2%
Value ($000) $12,839 Shares 234,634 Est. Cost $40.45 Unrealized
VBK Vanguard Small Cap Growth VIPE 0.2%
Value ($000) $12,484 Shares 43,078 Est. Cost $181.78 Unrealized
MRK Merck & Co. Inc. 0.2%
Value ($000) $12,063 Shares 153,826 Est. Cost $52.64 Unrealized +21.8%
ROK Rockwell Automation Corporatio 0.2%
Value ($000) $11,607 Shares 40,580 Est. Cost $141.39 Unrealized +76.2%
MDLZ Mondelez Intl Inc CL A 0.2%
Value ($000) $11,562 Shares 184,234 Est. Cost $45.66 Unrealized +19.6%
BDX Becton Dickinson & Co 0.2%
Value ($000) $11,310 Shares 46,507 Est. Cost $223.31 Unrealized -0.5%
SPY SPDR S&P 500 ETF Trust 0.2%
Value ($000) $11,281 Shares 26,274 Est. Cost $293.13 Unrealized
VFC V F Corp. 0.2%
Value ($000) $10,956 Shares 133,545 Est. Cost $73.11 Unrealized +14.0%
EFA iShares MSCI EAFE ETF 0.2%
Value ($000) $10,660 Shares 135,147 Est. Cost $61.98 Unrealized
VXF Vanguard Extended Market VIPER 0.2%
Value ($000) $10,468 Shares 55,509 Est. Cost $111.83 Unrealized
SHYG iShares 0-5 Year High Yield Co 0.2%
Value ($000) $10,267 Shares 222,894 Est. Cost $45.50 Unrealized
CL Colgate-Palmolive Co. 0.2%
Value ($000) $10,003 Shares 122,958 Est. Cost $61.37 Unrealized +19.6%
XOM Exxon Mobil Corp 0.2%
Value ($000) $9,790 Shares 155,196 Est. Cost $55.17 Unrealized -9.3%
VWO Vanguard FTSE Emerging Markets 0.2%
Value ($000) $9,615 Shares 177,041 Est. Cost $46.85 Unrealized
IWS iShares Russell MidCap Value E 0.2%
Value ($000) $9,555 Shares 83,102 Est. Cost $85.04 Unrealized
VB Vanguard Small-Cap VIPERs 0.2%
Value ($000) $9,470 Shares 42,035 Est. Cost $156.63 Unrealized
HD Home Depot Inc. 0.2%
Value ($000) $9,451 Shares 29,637 Est. Cost $164.67 Unrealized +72.4%
SYY Sysco Corp. 0.2%
Value ($000) $9,342 Shares 120,155 Est. Cost $58.08 Unrealized +22.8%
IJR iShares Core S&P Small-Cap ETF 0.2%
Value ($000) $9,272 Shares 82,068 Est. Cost $95.71 Unrealized
KO Coca Cola 0.2%
Value ($000) $9,082 Shares 166,552 Est. Cost $40.06 Unrealized +18.0%
WEC WEC Energy Group Inc. 0.2%
Value ($000) $9,020 Shares 101,406 Est. Cost $48.39 Unrealized +66.6%
MMM 3M Company 0.2%
Value ($000) $8,320 Shares 41,888 Est. Cost $119.01 Unrealized +18.0%
SCZ iShares MSCI EAFE Small-Cap 0.2%
Value ($000) $8,187 Shares 110,399 Est. Cost $57.06 Unrealized
CVX Chevron Corp 0.2%
Value ($000) $8,045 Shares 76,811 Est. Cost $86.24 Unrealized +1.0%
TGT Target Corp 0.1%
Value ($000) $7,680 Shares 31,771 Est. Cost $60.04 Unrealized +219.0%
TRV Travelers Cos Inc 0.1%
Value ($000) $7,429 Shares 49,625 Est. Cost $129.41 Unrealized +9.2%
ETN Eaton Corp PLC 0.1%
Value ($000) $7,248 Shares 48,914 Est. Cost $72.06 Unrealized +85.8%
IVV iShares Core S&P 500 ETF 0.1%
Value ($000) $7,209 Shares 16,768 Est. Cost $282.37 Unrealized
STZ Constellation Brands Inc 0.1%
Value ($000) $7,177 Shares 30,686 Est. Cost $180.85 Unrealized +20.2%
LHX L3Harris Technologies 0.1%
Value ($000) $7,139 Shares 33,028 Est. Cost $180.55 Unrealized +8.3%
JPST JP Morgan Ultra Short Income F 0.1%
Value ($000) $6,945 Shares 136,871 Est. Cost $50.61 Unrealized
LMT Lockheed Martin Corp. 0.1%
Value ($000) $6,904 Shares 18,248 Est. Cost $306.72 Unrealized +10.4%
MUB iShares S&P National AMT-Free 0.1%
Value ($000) $6,904 Shares 58,904 Est. Cost $112.52 Unrealized
IWR iShares Russell Midcap ETF 0.1%
Value ($000) $6,860 Shares 86,573 Est. Cost $66.20 Unrealized
CINF Cincinnati Financial Corp 0.1%
Value ($000) $6,843 Shares 58,357 Est. Cost $62.00 Unrealized +65.7%
PFE Pfizer Inc. 0.1%
Value ($000) $6,835 Shares 174,540 Est. Cost $25.11 Unrealized +23.4%
SCHZ Schwab U.S. Aggregate Bond ETF 0.1%
Value ($000) $6,589 Shares 120,673 Est. Cost $52.89 Unrealized
IVE iShares S&P 500 Value ETF 0.1%
Value ($000) $6,458 Shares 43,740 Est. Cost $109.25 Unrealized
XLK US Technology Select SPDR 0.1%
Value ($000) $5,819 Shares 39,406 Est. Cost $69.61 Unrealized
VO Vanguard Mid-Cap ETF 0.1%
Value ($000) $5,733 Shares 24,154 Est. Cost $167.54 Unrealized
IWN iShares Russell 2000 Value ETF 0.1%
Value ($000) $5,394 Shares 32,541 Est. Cost $116.69 Unrealized
IBM International Business Machine 0.1%
Value ($000) $5,329 Shares 36,352 Est. Cost $106.97 Unrealized +6.0%
SCHF Schwab International Equity ET 0.1%
Value ($000) $5,239 Shares 132,809 Est. Cost $30.90 Unrealized
Nuveen Ohio Quality Income 0.1%
Value ($000) $5,078 Shares 309,287 Est. Cost $15.02 Unrealized
KMB Kimberly Clark 0.1%
Value ($000) $4,857 Shares 35,992 Est. Cost $93.22 Unrealized +20.6%
XLY Consumer Discretionary Select 0.1%
Value ($000) $4,814 Shares 26,959 Est. Cost $101.71 Unrealized
SCHX Schwab U.S. Large-Cap ETF 0.1%
Value ($000) $4,670 Shares 44,916 Est. Cost $63.90 Unrealized
LLY Lilly (Eli) & Co. 0.1%
Value ($000) $4,656 Shares 20,286 Est. Cost $91.90 Unrealized +108.8%
IWM iShares Russell 2000 ETF 0.1%
Value ($000) $4,656 Shares 20,297 Est. Cost $150.39 Unrealized
NVO Novo-Nordisk A/S ADR 0.1%
Value ($000) $4,563 Shares 54,473 Est. Cost $50.07 Unrealized
T AT&T Inc 0.1%
Value ($000) $4,489 Shares 155,981 Est. Cost $16.06 Unrealized +5.8%
VYMI Vanguard Intl High Dividend Yi 0.1%
Value ($000) $4,440 Shares 65,318 Est. Cost $60.76 Unrealized
PFF iShares S&P US Preferred Stock 0.1%
Value ($000) $4,270 Shares 108,548 Est. Cost $37.28 Unrealized
IWO iShares Russell 2000 Growth In 0.1%
Value ($000) $4,261 Shares 13,672 Est. Cost $192.08 Unrealized
VYM Vanguard High Dividend Yield E 0.1%
Value ($000) $4,004 Shares 38,217 Est. Cost $82.40 Unrealized
CTAS Cintas Corp. 0.1%
Value ($000) $3,976 Shares 10,408 Est. Cost $51.50 Unrealized +64.9%
VFH Vanguard Financials ETF 0.1%
Value ($000) $3,741 Shares 41,364 Est. Cost $69.47 Unrealized
MDT Medtronic plc 0.1%
Value ($000) $3,639 Shares 29,171 Est. Cost $86.74 Unrealized +26.2%
SMB Vaneck Vectors AMT-Free Short 0.1%
Value ($000) $3,558 Shares 196,970 Est. Cost $17.78 Unrealized
VTWV Vanguard Russell 2000 Value ET 0.1%
Value ($000) $3,497 Shares 24,000 Est. Cost $139.80 Unrealized
CSCO Cisco Systems Inc 0.1%
Value ($000) $3,487 Shares 65,789 Est. Cost $41.01 Unrealized +11.8%
VIG Vanguard Dividend Appreciation 0.1%
Value ($000) $3,462 Shares 22,365 Est. Cost $111.18 Unrealized
V Visa Inc 0.1%
Value ($000) $3,418 Shares 14,616 Est. Cost $157.64 Unrealized +40.2%
IJH iShares Core S&P MidCap ETF 0.1%
Value ($000) $3,337 Shares 12,416 Est. Cost $216.00 Unrealized
Cohen & Steers REIT PFD 0.1%
Value ($000) $3,328 Shares 122,250 Est. Cost $18.47 Unrealized
MBB iShares Barclays MBS ETF 0.1%
Value ($000) $3,317 Shares 30,646 Est. Cost $107.98 Unrealized
HON Honeywell International Inc. 0.1%
Value ($000) $3,163 Shares 14,418 Est. Cost $123.86 Unrealized +55.1%
NTRS Northern Trust Corp. 0.1%
Value ($000) $3,137 Shares 26,970 Est. Cost $75.31 Unrealized +31.9%
EAGG iShares ESG U.S. Aggregate Bon 0.1%
Value ($000) $3,104 Shares 56,112 Est. Cost $55.00 Unrealized
ORCL Oracle Corp 0.1%
Value ($000) $3,053 Shares 39,219 Est. Cost $44.41 Unrealized +65.7%
QCOM Qualcomm Inc 0.1%
Value ($000) $3,039 Shares 21,264 Est. Cost $53.79 Unrealized +127.1%
FITB Fifth Third Bancorp 0.1%
Value ($000) $2,910 Shares 75,596 Est. Cost $23.98 Unrealized +39.6%
VTEB Vanguard Tax-Exempt Bond ETF 0.1%
Value ($000) $2,832 Shares 51,208 Est. Cost $51.12 Unrealized
PNC PNC Financial Services Group 0.1%
Value ($000) $2,686 Shares 14,080 Est. Cost $121.12 Unrealized +31.0%
TPL Texas Pacific Land Corp 0.1%
Value ($000) $2,680 Shares 1,675 Est. Cost $117.17 Unrealized +40.1%
Focus Financial Partners 0.1%
Value ($000) $2,648 Shares 54,602 Est. Cost $41.62 Unrealized
SCHA Schwab US Small-Cap ETF 0.0%
Value ($000) $2,581 Shares 24,779 Est. Cost $68.09 Unrealized
TIP iShares Barclays TIPS Bond ETF 0.0%
Value ($000) $2,579 Shares 20,146 Est. Cost $119.51 Unrealized
APD Air Products and Chemicals Inc 0.0%
Value ($000) $2,537 Shares 8,774 Est. Cost $191.66 Unrealized +36.0%
XLV Health Care Select Sector SPDR 0.0%
Value ($000) $2,531 Shares 20,093 Est. Cost $86.43 Unrealized
VDC Vanguard Consumer Staples ETF 0.0%
Value ($000) $2,512 Shares 13,764 Est. Cost $134.99 Unrealized
VIS Vanguard Industrials ETF 0.0%
Value ($000) $2,355 Shares 11,990 Est. Cost $139.44 Unrealized
SCHW Charles Schwab Corp. 0.0%
Value ($000) $2,270 Shares 31,181 Est. Cost $38.20 Unrealized +74.4%
SCHG Schwab US Large-Cap Growth ETF 0.0%
Value ($000) $2,233 Shares 15,300 Est. Cost $71.85 Unrealized
BND Vanguard Total Bond Market ETF 0.0%
Value ($000) $2,140 Shares 24,921 Est. Cost $82.24 Unrealized
FLOT iShares Floating Rate Bond 0.0%
Value ($000) $2,096 Shares 41,244 Est. Cost $50.95 Unrealized
BlackRock Inc 0.0%
Value ($000) $2,095 Shares 2,394 Est. Cost $542.16 Unrealized
BA Boeing Co. 0.0%
Value ($000) $2,082 Shares 8,690 Est. Cost $333.04 Unrealized -27.4%
MLN VanEck Vectors AMT-Free Long M 0.0%
Value ($000) $2,035 Shares 92,876 Est. Cost $21.30 Unrealized
CARR Carrier Global Corp 0.0%
Value ($000) $2,032 Shares 41,701 Est. Cost $17.13 Unrealized +145.0%
CSX C S X Corp. 0.0%
Value ($000) $2,016 Shares 62,853 Est. Cost $25.75 Unrealized +20.3%
PM Philip Morris International 0.0%
Value ($000) $1,956 Shares 19,496 Est. Cost $65.26 Unrealized +17.1%
SYK Stryker Corp. 0.0%
Value ($000) $1,900 Shares 7,299 Est. Cost $161.56 Unrealized +50.7%
SJM J.M. Smucker Company 0.0%
Value ($000) $1,856 Shares 14,321 Est. Cost $95.88 Unrealized +18.8%
TSLA Tesla Motors Inc Com 0.0%
Value ($000) $1,828 Shares 2,690 Est. Cost $106.16 Unrealized +104.5%
Walgreens Boots Alliance Inc 0.0%
Value ($000) $1,819 Shares 34,574 Est. Cost $61.82 Unrealized
DNP Select Income Fund 0.0%
Value ($000) $1,767 Shares 168,025 Est. Cost $10.35 Unrealized
VUG Vanguard Growth VIPERs 0.0%
Value ($000) $1,763 Shares 6,148 Est. Cost $143.58 Unrealized
KR Kroger Co. 0.0%
Value ($000) $1,747 Shares 45,603 Est. Cost $25.35 Unrealized +34.6%
OTIS Otis Worldwide Corp 0.0%
Value ($000) $1,717 Shares 21,002 Est. Cost $47.48 Unrealized +51.0%
IBB iShares Nasdaq Biotechnology E 0.0%
Value ($000) $1,706 Shares 10,427 Est. Cost $109.06 Unrealized
EEM iShares MSCI Emerging Mkts ETF 0.0%
Value ($000) $1,674 Shares 30,348 Est. Cost $46.68 Unrealized
ISRG Intuitive Surgical Inc New 0.0%
Value ($000) $1,673 Shares 1,819 Est. Cost $167.90 Unrealized +67.1%
IWB iShares Russell 1000 ETF 0.0%
Value ($000) $1,594 Shares 6,585 Est. Cost $159.28 Unrealized
PYPL PayPal Holdings Inc 0.0%
Value ($000) $1,592 Shares 5,462 Est. Cost $137.66 Unrealized +91.4%
SCHM Schwab US Mid-Cap ETF 0.0%
Value ($000) $1,587 Shares 20,276 Est. Cost $50.27 Unrealized
IYW iShares Dow Jones US Technolog 0.0%
Value ($000) $1,543 Shares 15,525 Est. Cost $131.88 Unrealized
BF/B Brown Forman Corp Class B 0.0%
Value ($000) $1,537 Shares 20,461 Est. Cost $46.98 Unrealized +47.6%
SUSB iShares ESG 1-5 Yr USD Corp Bo 0.0%
Value ($000) $1,526 Shares 58,608 Est. Cost $26.05 Unrealized
SCHE Schwab Emerging Markets Equity 0.0%
Value ($000) $1,496 Shares 45,511 Est. Cost $27.25 Unrealized
VGT Vanguard Information Technolog 0.0%
Value ($000) $1,473 Shares 3,695 Est. Cost $209.69 Unrealized
IGIB iShares Intermediate-Term Corp 0.0%
Value ($000) $1,473 Shares 24,339 Est. Cost $74.93 Unrealized
Neuberger Berman Intermediate 0.0%
Value ($000) $1,385 Shares 85,776 Est. Cost $15.05 Unrealized
VT Vanguard Total World Stock Ind 0.0%
Value ($000) $1,377 Shares 13,288 Est. Cost $74.53 Unrealized
WFC Wells Fargo & Co 0.0%
Value ($000) $1,369 Shares 30,230 Est. Cost $46.27 Unrealized -13.6%
Cerner Corp 0.0%
Value ($000) $1,231 Shares 15,710 Est. Cost $58.00 Unrealized
DCI Donaldson Inc. 0.0%
Value ($000) $1,224 Shares 19,272 Est. Cost $42.27 Unrealized +35.6%
PSX Phillips 66 0.0%
Value ($000) $1,177 Shares 13,720 Est. Cost $75.77 Unrealized -6.9%
COP ConocoPhillips 0.0%
Value ($000) $1,132 Shares 18,582 Est. Cost $44.85 Unrealized +5.2%
IVOO Vanguard S&P Mid-Cap 400 Index 0.0%
Value ($000) $1,113 Shares 6,113 Est. Cost $126.52 Unrealized
VEA Vanguard FTSE Developed Market 0.0%
Value ($000) $1,103 Shares 21,418 Est. Cost $43.23 Unrealized
BK Bank of New York Mellon Corp 0.0%
Value ($000) $1,063 Shares 20,751 Est. Cost $43.66 Unrealized +0.5%
ADBE Adobe Systems Inc. 0.0%
Value ($000) $1,048 Shares 1,790 Est. Cost $288.82 Unrealized +78.5%
MLM Martin Marietta Materials 0.0%
Value ($000) $1,022 Shares 2,905 Est. Cost $205.49 Unrealized +68.4%
PPG PPG Industries Inc. 0.0%
Value ($000) $980 Shares 5,771 Est. Cost $118.49 Unrealized +31.9%
MRSH Marsh & McLennan Cos Inc 0.0%
Value ($000) $967 Shares 6,873 Est. Cost $81.62 Unrealized +53.4%
DVY iShares DJ Select Dividend ETF 0.0%
Value ($000) $959 Shares 8,225 Est. Cost $97.97 Unrealized
HSY Hershey Company 0.0%
Value ($000) $958 Shares 5,498 Est. Cost $87.43 Unrealized +72.3%
SCHD Schwab U.S. Dividend Equity ET 0.0%
Value ($000) $950 Shares 12,560 Est. Cost $50.77 Unrealized
BlackRock Core Bond Common 0.0%
Value ($000) $932 Shares 56,391 Est. Cost $13.13 Unrealized
AWK American Water Works Co Inc 0.0%
Value ($000) $930 Shares 6,034 Est. Cost $101.93 Unrealized +39.4%
MCO Moodys Corp 0.0%
Value ($000) $927 Shares 2,559 Est. Cost $198.70 Unrealized +61.2%
IYH iShares US Healthcare 0.0%
Value ($000) $915 Shares 3,355 Est. Cost $228.68 Unrealized
Xilinx Inc. 0.0%
Value ($000) $901 Shares 6,228 Est. Cost $73.83 Unrealized
ALL Allstate Corp. 0.0%
Value ($000) $893 Shares 6,804 Est. Cost $88.98 Unrealized +29.6%
D Dominion Energy Inc. 0.0%
Value ($000) $879 Shares 11,941 Est. Cost $58.40 Unrealized +7.3%
DOV Dover Corp. 0.0%
Value ($000) $854 Shares 5,668 Est. Cost $91.73 Unrealized +51.6%
MFC Manulife Finl Corp 0.0%
Value ($000) $851 Shares 43,205 Est. Cost $19.96 Unrealized +4.9%
CVS CVS Health Corp 0.0%
Value ($000) $804 Shares 9,641 Est. Cost $55.77 Unrealized +26.4%
AON Aon PLC 0.0%
Value ($000) $776 Shares 3,250 Est. Cost $178.56 Unrealized +32.3%
IVW iShares S&P 500 Growth ETF 0.0%
Value ($000) $772 Shares 10,618 Est. Cost $89.70 Unrealized
Nuveen Arizona Quality Municip 0.0%
Value ($000) $765 Shares 47,150 Est. Cost $14.01 Unrealized
ITOT iShares Core S&P Total US Stoc 0.0%
Value ($000) $758 Shares 7,676 Est. Cost $78.80 Unrealized
GWW Grainger WW Inc. 0.0%
Value ($000) $757 Shares 1,729 Est. Cost $254.60 Unrealized +65.1%
BAC Bank of America Corporation 0.0%
Value ($000) $756 Shares 18,341 Est. Cost $24.91 Unrealized +46.8%
PCAR Paccar Inc. 0.0%
Value ($000) $746 Shares 8,364 Est. Cost $34.62 Unrealized +47.8%
CMG Chipotle Mexican Grill Inc 0.0%
Value ($000) $730 Shares 471 Est. Cost $9.86 Unrealized +189.4%
VUSB Vanguard Ultra Short Bond 0.0%
Value ($000) $705 Shares 14,075 Est. Cost $50.11 Unrealized
IEX Idex Corporation 0.0%
Value ($000) $693 Shares 3,150 Est. Cost $153.63 Unrealized +35.8%
EW Edwards Lifesciences Corp 0.0%
Value ($000) $678 Shares 6,549 Est. Cost $63.05 Unrealized +49.5%
SPLV Invesco S&P 500 Low Volatility 0.0%
Value ($000) $669 Shares 10,981 Est. Cost $46.65 Unrealized
TFC Truist Finl Corp 0.0%
Value ($000) $668 Shares 12,042 Est. Cost $39.83 Unrealized +18.1%
IWF iShares Russell 1000 Growth ET 0.0%
Value ($000) $668 Shares 2,461 Est. Cost $156.84 Unrealized
FMC FMC Corp 0.0%
Value ($000) $653 Shares 6,010 Est. Cost $60.69 Unrealized +63.8%
JNK SPDR Barclays Capital High Yie 0.0%
Value ($000) $652 Shares 5,927 Est. Cost $95.87 Unrealized
VSGX Vanguard ESG International Sto 0.0%
Value ($000) $645 Shares 10,050 Est. Cost $44.50 Unrealized
Nuveen California Quality Muni 0.0%
Value ($000) $636 Shares 40,000 Est. Cost $14.43 Unrealized
XLB Materials Select Sector SPDR 0.0%
Value ($000) $627 Shares 7,615 Est. Cost $57.07 Unrealized
MO Altria Group Inc. 0.0%
Value ($000) $626 Shares 12,895 Est. Cost $34.03 Unrealized -0.2%
SWKS Skyworks Solutions Inc 0.0%
Value ($000) $618 Shares 3,225 Est. Cost $68.44 Unrealized +128.8%
HBAN Huntington Bancshares Inc. 0.0%
Value ($000) $615 Shares 42,674 Est. Cost $9.88 Unrealized +25.4%
FISV Fiserv Inc. 0.0%
Value ($000) $615 Shares 5,754 Est. Cost $103.04 Unrealized +12.8%
MS Morgan Stanley 0.0%
Value ($000) $615 Shares 6,702 Est. Cost $36.77 Unrealized +100.4%
MTB M&T Bank Corporation 0.0%
Value ($000) $607 Shares 4,179 Est. Cost $138.84 Unrealized -3.1%
TXN Texas Instruments Inc. 0.0%
Value ($000) $596 Shares 3,099 Est. Cost $102.28 Unrealized +60.6%
QQQ Invesco QQQ Trust 0.0%
Value ($000) $585 Shares 1,648 Est. Cost $221.68 Unrealized
MCHP Microchip Technology Inc 0.0%
Value ($000) $585 Shares 3,904 Est. Cost $40.19 Unrealized +72.0%
Kellogg Co 0.0%
Value ($000) $568 Shares 8,836 Est. Cost $45.84 Unrealized +12.5%
SO Southern Company 0.0%
Value ($000) $568 Shares 9,387 Est. Cost $40.19 Unrealized +33.8%
CAT Caterpillar Inc. 0.0%
Value ($000) $556 Shares 2,557 Est. Cost $125.85 Unrealized +68.3%
VPU Vanguard Utilities ETF 0.0%
Value ($000) $541 Shares 3,902 Est. Cost $112.67 Unrealized
XBI SPDR S&P Biotech ETF 0.0%
Value ($000) $534 Shares 3,945 Est. Cost $87.73 Unrealized
WU Western Union Co 0.0%
Value ($000) $528 Shares 23,000 Est. Cost $22.92 Unrealized
BOND PIMCO Active Bond ETF 0.0%
Value ($000) $523 Shares 4,713 Est. Cost $104.50 Unrealized
PSA Public Storage 0.0%
Value ($000) $523 Shares 1,739 Est. Cost $191.84 Unrealized +19.1%
EG Everest Re Group Ltd 0.0%
Value ($000) $520 Shares 2,065 Est. Cost $220.83 Unrealized +8.0%
MAR Marriott International Cl A 0.0%
Value ($000) $519 Shares 3,801 Est. Cost $128.05 Unrealized +8.6%
MPC Marathon Petroleum Corp 0.0%
Value ($000) $518 Shares 8,576 Est. Cost $43.84 Unrealized +19.3%
VV Vanguard Large-Cap VIPERs 0.0%
Value ($000) $514 Shares 2,559 Est. Cost $121.21 Unrealized
EEMV iShares MSCI Emerging Markets 0.0%
Value ($000) $506 Shares 7,879 Est. Cost $62.34 Unrealized
SVB Financial Group 0.0%
Value ($000) $502 Shares 903 Est. Cost $240.01 Unrealized
IYM iShares Dow Jones US Basic Mat 0.0%
Value ($000) $497 Shares 3,810 Est. Cost $99.45 Unrealized
GILD Gilead Sciences Inc. 0.0%
Value ($000) $484 Shares 7,028 Est. Cost $57.50 Unrealized -2.9%
SCHV Schwab US Large-Cap Value ETF 0.0%
Value ($000) $482 Shares 7,051 Est. Cost $52.91 Unrealized
DD DuPont De Nemours Inc 0.0%
Value ($000) $472 Shares 6,102 Est. Cost $26.47 Unrealized +15.5%
LQD iShares iBoxx $ Investment Gra 0.0%
Value ($000) $459 Shares 3,415 Est. Cost $123.58 Unrealized
VOE Vanguard Mid-Cap Value 0.0%
Value ($000) $452 Shares 3,220 Est. Cost $95.70 Unrealized
Unilever PLC 0.0%
Value ($000) $445 Shares 7,612 Est. Cost $59.35 Unrealized
VOOG Vanguard S&P 500 Growth Index 0.0%
Value ($000) $445 Shares 1,697 Est. Cost $230.01 Unrealized
DSI iShares MSCI KLD 400 Social ET 0.0%
Value ($000) $445 Shares 5,373 Est. Cost $89.03 Unrealized
ZBH Zimmer Biomet Holdings Inc 0.0%
Value ($000) $436 Shares 2,707 Est. Cost $111.71 Unrealized +39.4%
BXP Boston Properties Inc. 0.0%
Value ($000) $423 Shares 3,657 Est. Cost $85.13 Unrealized +3.3%
SDY SPDR S&P Dividend ETF 0.0%
Value ($000) $421 Shares 3,446 Est. Cost $99.55 Unrealized
STX Seagate Technology Holdings Or 0.0%
Value ($000) $421 Shares 4,785 Est. Cost $77.58 Unrealized 0.0%
GLW Corning Incorporated 0.0%
Value ($000) $407 Shares 9,953 Est. Cost $25.11 Unrealized +52.6%
EL Estee Lauder Companies 0.0%
Value ($000) $400 Shares 1,257 Est. Cost $176.43 Unrealized +60.3%
INTU Intuit Inc. 0.0%
Value ($000) $395 Shares 805 Est. Cost $263.94 Unrealized +59.7%
TFX Teleflex Inc. 0.0%
Value ($000) $389 Shares 969 Est. Cost $258.92 Unrealized +53.4%
ELV Anthem Inc 0.0%
Value ($000) $384 Shares 1,007 Est. Cost $218.80 Unrealized +63.9%
NTAP Netapp Inc 0.0%
Value ($000) $368 Shares 4,500 Est. Cost $44.97 Unrealized +55.3%
Brookfield Asset Management In 0.0%
Value ($000) $363 Shares 7,114 Est. Cost $41.50 Unrealized
GS Goldman Sachs Group Inc. 0.0%
Value ($000) $362 Shares 954 Est. Cost $199.23 Unrealized +60.3%
XLF Financial Select Sector SPDR 0.0%
Value ($000) $359 Shares 9,785 Est. Cost $23.56 Unrealized
DFAC Dimensional U S Core Equity 2 0.0%
Value ($000) $357 Shares 13,248 Est. Cost $26.98 Unrealized
SCHO Schwab Short-Term US Treasury 0.0%
Value ($000) $354 Shares 6,909 Est. Cost $50.61 Unrealized
BSM Black Stone Minerals LP 0.0%
Value ($000) $352 Shares 32,746 Est. Cost $6.68 Unrealized
IWV iShares Russell 3000 ETF 0.0%
Value ($000) $352 Shares 1,375 Est. Cost $177.30 Unrealized
GPC Genuine Parts Co. 0.0%
Value ($000) $352 Shares 2,762 Est. Cost $76.83 Unrealized +44.2%
FCNCA First Citizens Bancshares Inc 0.0%
Value ($000) $333 Shares 400 Est. Cost $419.26 Unrealized +100.3%
SHW Sherwin Williams Corp 0.0%
Value ($000) $329 Shares 1,209 Est. Cost $228.94 Unrealized +14.9%
GIS General Mills Inc. 0.0%
Value ($000) $327 Shares 5,365 Est. Cost $40.38 Unrealized +31.0%
IJS iShares S&P Small Cap 600 Valu 0.0%
Value ($000) $325 Shares 3,082 Est. Cost $100.84 Unrealized
VNQ Vanguard REIT Index ETF 0.0%
Value ($000) $320 Shares 3,146 Est. Cost $82.06 Unrealized
SUSA iShares MSCI USA ESG Select 0.0%
Value ($000) $317 Shares 3,322 Est. Cost $97.88 Unrealized
FBIN Fortune Brands Home & Security 0.0%
Value ($000) $316 Shares 3,175 Est. Cost $53.05 Unrealized +53.3%
MSI Motorola Solutions Inc 0.0%
Value ($000) $316 Shares 1,451 Est. Cost $155.15 Unrealized +21.7%
CI Cigna Corp. 0.0%
Value ($000) $315 Shares 1,330 Est. Cost $162.54 Unrealized +41.3%
VSS Vanguard FTSE All-Wld ex-US Sm 0.0%
Value ($000) $314 Shares 2,300 Est. Cost $102.06 Unrealized
HRB Block H & R Inc. 0.0%
Value ($000) $314 Shares 13,200 Est. Cost $20.60 Unrealized -1.4%
SWK Stanley Black & Decker Inc 0.0%
Value ($000) $303 Shares 1,480 Est. Cost $127.87 Unrealized +38.1%
General Electric 0.0%
Value ($000) $302 Shares 22,455 Est. Cost $11.35 Unrealized
L Loews Corp. 0.0%
Value ($000) $301 Shares 5,500 Est. Cost $48.63 Unrealized +13.2%
EOG EOG Res Inc 0.0%
Value ($000) $286 Shares 3,430 Est. Cost $70.69 Unrealized -11.1%
IYJ iShares US Industrials ETF 0.0%
Value ($000) $284 Shares 2,560 Est. Cost $115.23 Unrealized
ADSK Autodesk Inc 0.0%
Value ($000) $276 Shares 944 Est. Cost $158.21 Unrealized +80.3%
MCK McKesson Corporation 0.0%
Value ($000) $273 Shares 1,424 Est. Cost $144.29 Unrealized +30.4%
NXPI NXP Semiconductor NV 0.0%
Value ($000) $270 Shares 1,308 Est. Cost $103.74 Unrealized +77.6%
PIPR Piper Sandler Cos 0.0%
Value ($000) $266 Shares 2,055 Est. Cost $88.45 Unrealized +38.5%
CBRE CBRE Group Inc 0.0%
Value ($000) $263 Shares 3,070 Est. Cost $49.75 Unrealized +71.6%
EPD Enterprise Prods Partners L P 0.0%
Value ($000) $253 Shares 10,483 Est. Cost $24.75 Unrealized
VTIP Vanguard Short-Term Inflation- 0.0%
Value ($000) $250 Shares 4,775 Est. Cost $49.20 Unrealized
OGN Organon & Co 0.0%
Value ($000) $245 Shares 8,082 Est. Cost $26.93 Unrealized 0.0%
CAH Cardinal Health Inc. 0.0%
Value ($000) $244 Shares 4,240 Est. Cost $38.24 Unrealized +36.5%
FAST Fastenal Co. 0.0%
Value ($000) $238 Shares 4,580 Est. Cost $13.23 Unrealized +76.0%
BNDX Vanguard Total International B 0.0%
Value ($000) $237 Shares 4,150 Est. Cost $54.75 Unrealized
AJG Arthur J. Gallagher & Co 0.0%
Value ($000) $235 Shares 1,679 Est. Cost $82.93 Unrealized +62.4%
WY Weyerhaeuser Co. 0.0%
Value ($000) $231 Shares 6,719 Est. Cost $21.39 Unrealized +42.7%
YUM Yum! Brands Inc. 0.0%
Value ($000) $231 Shares 2,005 Est. Cost $79.73 Unrealized +35.6%
ECL Ecolab 0.0%
Value ($000) $229 Shares 1,108 Est. Cost $141.55 Unrealized +45.8%
SYF Synchrony Financial 0.0%
Value ($000) $229 Shares 4,716 Est. Cost $30.49 Unrealized +34.6%
VIOO Vanguard S&P Small-Cap 600 0.0%
Value ($000) $227 Shares 1,092 Est. Cost $147.51 Unrealized
SLB Schlumberger Ltd 0.0%
Value ($000) $221 Shares 6,885 Est. Cost $38.86 Unrealized -28.5%
MINT PIMCO Enhanced Short Maturity 0.0%
Value ($000) $219 Shares 2,150 Est. Cost $101.72 Unrealized
BX The Blackstone Group 0.0%
Value ($000) $216 Shares 2,220 Est. Cost $44.56 Unrealized +71.1%
ISCB iShares Morningstar Small-Cap 0.0%
Value ($000) $211 Shares 3,600 Est. Cost $81.85 Unrealized
XRAY Dentsply Sirona Inc. 0.0%
Value ($000) $209 Shares 3,301 Est. Cost $58.82 Unrealized +12.0%
Magellan Midstream Partners LP 0.0%
Value ($000) $209 Shares 4,274 Est. Cost $58.84 Unrealized
CHTR Charter Communications, Inc 0.0%
Value ($000) $208 Shares 288 Est. Cost $379.50 Unrealized +77.4%
VXUS Vanguard Total International S 0.0%
Value ($000) $205 Shares 3,117 Est. Cost $54.15 Unrealized
CDK Global Inc 0.0%
Value ($000) $202 Shares 4,062 Est. Cost $57.69 Unrealized
Royal Dutch Shell PLC Spons AD 0.0%
Value ($000) $202 Shares 4,989 Est. Cost $61.10 Unrealized
REGN Regeneron Pharmaceuticals Inc 0.0%
Value ($000) $197 Shares 353 Est. Cost $409.75 Unrealized +23.0%
C Citigroup Inc. 0.0%
Value ($000) $197 Shares 2,784 Est. Cost $52.34 Unrealized +19.8%
AL Air Lease Corp Class A 0.0%
Value ($000) $197 Shares 4,690 Est. Cost $35.98 Unrealized +18.6%
IWD iShares Russell 1000 Value ETF 0.0%
Value ($000) $196 Shares 1,233 Est. Cost $127.31 Unrealized
DOW Dow Inc 0.0%
Value ($000) $189 Shares 2,987 Est. Cost $34.08 Unrealized +49.8%
AEP American Electric Power Inc 0.0%
Value ($000) $188 Shares 2,224 Est. Cost $54.80 Unrealized +32.7%
DGRO iShares Core Dividend Growth E 0.0%
Value ($000) $175 Shares 3,479 Est. Cost $49.71 Unrealized
CTSH Cognizant Technology Solutions 0.0%
Value ($000) $171 Shares 2,476 Est. Cost $64.24 Unrealized +7.8%
PDP Invesco DWA Momentum ETF 0.0%
Value ($000) $170 Shares 1,900 Est. Cost $67.35 Unrealized
AMAT Applied Materials Inc. 0.0%
Value ($000) $169 Shares 1,187 Est. Cost $50.04 Unrealized +157.4%
OHI Omega Healthcare Investors Inc 0.0%
Value ($000) $169 Shares 4,650 Est. Cost $41.79 Unrealized
TMRAY Tomra Systems ASA 0.0%
Value ($000) $167 Shares 3,000 Est. Cost $20.73 Unrealized
SHY iShares Barclays 1-3 Year Trea 0.0%
Value ($000) $162 Shares 1,875 Est. Cost $86.43 Unrealized
APH Amphenol Corp 0.0%
Value ($000) $161 Shares 2,350 Est. Cost $26.64 Unrealized +21.3%
XLC Communication Services Select 0.0%
Value ($000) $160 Shares 1,980 Est. Cost $56.35 Unrealized
AFG American Financial Group Inc. 0.0%
Value ($000) $160 Shares 1,282 Est. Cost $58.00 Unrealized +32.5%
TDS Telephone & Data Systems Inc. 0.0%
Value ($000) $156 Shares 6,875 Est. Cost $27.16 Unrealized -10.3%
ROST Ross Stores inc 0.0%
Value ($000) $155 Shares 1,250 Est. Cost $85.26 Unrealized +38.8%
CTVA Corteva Inc 0.0%
Value ($000) $153 Shares 3,446 Est. Cost $29.36 Unrealized +49.5%
O Realty Income Corp 0.0%
Value ($000) $151 Shares 2,252 Est. Cost $50.16 Unrealized +3.3%
ZBRA Zebra Technologies Corp 0.0%
Value ($000) $149 Shares 281 Est. Cost $202.05 Unrealized +146.7%
HSIC Henry Schein Inc. 0.0%
Value ($000) $146 Shares 1,970 Est. Cost $57.81 Unrealized +30.4%
CHE Chemed Corp 0.0%
Value ($000) $145 Shares 305 Est. Cost $483.04 Unrealized -2.1%
PHO Invesco Water Resources ETF 0.0%
Value ($000) $145 Shares 2,700 Est. Cost $30.21 Unrealized
SMH VanEck Vectors Semiconductor E 0.0%
Value ($000) $144 Shares 550 Est. Cost $190.43 Unrealized
GPN Global Payments Inc 0.0%
Value ($000) $144 Shares 768 Est. Cost $155.23 Unrealized +24.3%
BIV Vanguard Intermediate-term B 0.0%
Value ($000) $143 Shares 1,589 Est. Cost $91.30 Unrealized
VOOV Vanguard S&P 500 Value Index F 0.0%
Value ($000) $143 Shares 1,000 Est. Cost $136.69 Unrealized
DRI Darden Restaurants Inc. 0.0%
Value ($000) $141 Shares 965 Est. Cost $78.31 Unrealized +54.8%
Nuveen Dividend Advantage Muni 0.0%
Value ($000) $140 Shares 8,108 Est. Cost $14.14 Unrealized
SRCE 1st Source Corporation 0.0%
Value ($000) $139 Shares 3,000 Est. Cost $50.62 Unrealized
XIFR NextEra Energy Partners, LP 0.0%
Value ($000) $137 Shares 1,800 Est. Cost $58.99 Unrealized +21.2%
EBAY eBay Inc. 0.0%
Value ($000) $137 Shares 1,954 Est. Cost $44.37 Unrealized +30.1%
BMO Bank Montreal Que 0.0%
Value ($000) $136 Shares 1,330 Est. Cost $55.44 Unrealized +47.2%
FDN First Trust Dow Jones Internet 0.0%
Value ($000) $136 Shares 556 Est. Cost $205.21 Unrealized
PVI Invesco VRDO Tax-Free Weekly 0.0%
Value ($000) $136 Shares 5,446 Est. Cost $24.90 Unrealized
XLI Industrial Select Sector SPDR 0.0%
Value ($000) $135 Shares 1,318 Est. Cost $71.48 Unrealized
BABA Alibaba Group Holdings ADR 0.0%
Value ($000) $134 Shares 591 Est. Cost $201.14 Unrealized
KCLI Kansas City Life Insurance Ins 0.0%
Value ($000) $134 Shares 3,000 Est. Cost $31.39 Unrealized +29.9%
SCHC Schwab International Small-Cap 0.0%
Value ($000) $133 Shares 3,195 Est. Cost $30.08 Unrealized
Liberty Global PLC C 0.0%
Value ($000) $132 Shares 4,896 Est. Cost $30.43 Unrealized
DLN Wisdomtree Large Cap Div Exch 0.0%
Value ($000) $132 Shares 1,100 Est. Cost $88.49 Unrealized
AGCO AGCO Corp 0.0%
Value ($000) $130 Shares 1,000 Est. Cost $52.90 Unrealized +127.3%
HYS PIMCO 0-5 Year Hi Yld Corp Bon 0.0%
Value ($000) $130 Shares 1,300 Est. Cost $85.75 Unrealized
ESLT Elbit Systems LTD 0.0%
Value ($000) $130 Shares 1,000 Est. Cost $132.44 Unrealized -1.8%
CNS Cohen & Steers Inc 0.0%
Value ($000) $128 Shares 1,556 Est. Cost $51.40 Unrealized +20.1%
LNC Lincoln National Corp 0.0%
Value ($000) $127 Shares 2,022 Est. Cost $54.46 Unrealized -4.8%
MU Micron Technology Inc 0.0%
Value ($000) $127 Shares 1,495 Est. Cost $58.00 Unrealized +42.0%
WAFD Washington Federal Inc. 0.0%
Value ($000) $127 Shares 3,993 Est. Cost $27.70 Unrealized +0.6%
VOT Vanguard Mid-Cap Growth ETF 0.0%
Value ($000) $127 Shares 536 Est. Cost $156.00 Unrealized
IDXX Idexx Laboratories 0.0%
Value ($000) $126 Shares 200 Est. Cost $278.27 Unrealized +98.4%
GNTX Gentex Corp. 0.0%
Value ($000) $126 Shares 3,800 Est. Cost $23.02 Unrealized +50.7%
CHD Church and Dwight Inc 0.0%
Value ($000) $125 Shares 1,472 Est. Cost $64.05 Unrealized +27.9%
Western Asset Infl Linked Opps 0.0%
Value ($000) $125 Shares 9,540 Est. Cost $11.20 Unrealized
PFG Principal Financial Group Inc 0.0%
Value ($000) $122 Shares 1,938 Est. Cost $37.82 Unrealized +42.9%
FSLR First Solar Inc 0.0%
Value ($000) $122 Shares 1,350 Est. Cost $62.33 Unrealized +27.0%
PGX Invesco Preferred Equity 0.0%
Value ($000) $119 Shares 7,780 Est. Cost $15.00 Unrealized
Glaxo Smithkline Sponsored PLC 0.0%
Value ($000) $118 Shares 2,918 Est. Cost $40.15 Unrealized
DNLI Denali Therapeutics Inc 0.0%
Value ($000) $118 Shares 1,500 Est. Cost $60.45 Unrealized +2.3%
Shockwave Medical Inc 0.0%
Value ($000) $114 Shares 600 Est. Cost $75.80 Unrealized
RIO Rio Tinto PLC Spnsrd ADR 0.0%
Value ($000) $113 Shares 1,351 Est. Cost $59.21 Unrealized
HUBB Hubbell Inc 0.0%
Value ($000) $112 Shares 600 Est. Cost $110.81 Unrealized +58.0%
NVDA Nvidia Corp 0.0%
Value ($000) $110 Shares 138 Est. Cost $10.68 Unrealized +49.7%
CTRA Cabot Oil & Gas Corporation 0.0%
Value ($000) $110 Shares 6,320 Est. Cost $17.88 Unrealized -25.9%
IYE iShares US Energy 0.0%
Value ($000) $109 Shares 3,750 Est. Cost $31.30 Unrealized
CMI Cummins Inc 0.0%
Value ($000) $109 Shares 447 Est. Cost $147.49 Unrealized +54.8%
Templeton Dragon Fund Inc. 0.0%
Value ($000) $108 Shares 4,550 Est. Cost $22.24 Unrealized
Meridian Bioscience Inc 0.0%
Value ($000) $107 Shares 4,839 Est. Cost $14.36 Unrealized
Jacobs Engineering Group Inc 0.0%
Value ($000) $107 Shares 800 Est. Cost $91.50 Unrealized
NTR Nutrien Ltd 0.0%
Value ($000) $105 Shares 1,715 Est. Cost $38.37 Unrealized +33.8%
PIMCO Corporate & Income Opp F 0.0%
Value ($000) $105 Shares 5,250 Est. Cost $16.74 Unrealized
ICF iShares Cohen & Steers REIT ET 0.0%
Value ($000) $105 Shares 1,600 Est. Cost $73.59 Unrealized
TotalEnergies SE ADR 0.0%
Value ($000) $105 Shares 2,272 Est. Cost $58.50 Unrealized
SUI SUN CMNTYS INC COM 0.0%
Value ($000) $104 Shares 602 Est. Cost $100.67 Unrealized
STE Steris PLC 0.0%
Value ($000) $103 Shares 500 Est. Cost $118.46 Unrealized +63.2%
TD Toronto-Dominion Bank 0.0%
Value ($000) $103 Shares 1,465 Est. Cost $56.85 Unrealized +23.1%
BP BP P.L.C Sponsored ADR 0.0%
Value ($000) $101 Shares 3,826 Est. Cost $38.10 Unrealized
FMX Fomento Economico Mexicano SAB 0.0%
Value ($000) $101 Shares 1,190 Est. Cost $91.58 Unrealized
MSTR Microstrategy Inc 0.0%
Value ($000) $100 Shares 150 Est. Cost $13.46 Unrealized +339.6%
PRU Prudential Financial Inc 0.0%
Value ($000) $98 Shares 960 Est. Cost $59.70 Unrealized +37.0%
AEE Ameren Corp. 0.0%
Value ($000) $98 Shares 1,229 Est. Cost $53.89 Unrealized +35.4%
JBTM John Bean Technologies Corpora 0.0%
Value ($000) $97 Shares 682 Est. Cost $111.13 Unrealized +23.5%
OUNZ VanEck Merk Gold Trust 0.0%
Value ($000) $96 Shares 5,600 Est. Cost $14.42 Unrealized
DFAS Dimensional U S Small Cap ETF 0.0%
Value ($000) $96 Shares 1,645 Est. Cost $58.40 Unrealized
EQR Equity Residential 0.0%
Value ($000) $94 Shares 1,206 Est. Cost $57.16 Unrealized +10.3%
ORLY O' Reilly Automotive Inc 0.0%
Value ($000) $93 Shares 165 Est. Cost $30.39 Unrealized +18.1%
WestRock Co 0.0%
Value ($000) $92 Shares 1,722 Est. Cost $50.73 Unrealized
QUAL iShares Edge MSCI USA Quality 0.0%
Value ($000) $91 Shares 685 Est. Cost $117.57 Unrealized
CNI Canadian National Railway 0.0%
Value ($000) $91 Shares 860 Est. Cost $77.65 Unrealized +30.0%
VTRS Viatris Inc 0.0%
Value ($000) $91 Shares 6,334 Est. Cost $13.33 Unrealized -11.0%
ZTS Zoetis Inc Cl A 0.0%
Value ($000) $90 Shares 485 Est. Cost $109.02 Unrealized +52.7%
KBSR KBS Real Estate Inv Tr III 0.0%
Value ($000) $90 Shares 8,366 Est. Cost $11.61 Unrealized
OGE OGE Energy Corp. 0.0%
Value ($000) $90 Shares 2,674 Est. Cost $31.61 Unrealized +6.7%
DIA SPDR Dow Jones Industrial Avrg 0.0%
Value ($000) $90 Shares 260 Est. Cost $269.18 Unrealized
FFBC First Finl Bancorp 0.0%
Value ($000) $89 Shares 3,782 Est. Cost $18.59 Unrealized +11.1%
TFI SPDR Nuveen Bloomberg Barclays 0.0%
Value ($000) $89 Shares 1,712 Est. Cost $52.49 Unrealized
BIIB Biogen Inc 0.0%
Value ($000) $89 Shares 256 Est. Cost $253.80 Unrealized +19.4%
TM Toyota Motor Corporation 0.0%
Value ($000) $88 Shares 502 Est. Cost $154.63 Unrealized
ADUS Addus HomeCare Corp 0.0%
Value ($000) $87 Shares 1,000 Est. Cost $54.63 Unrealized +78.0%
ROP Roper Technologies, Inc. 0.0%
Value ($000) $87 Shares 185 Est. Cost $364.64 Unrealized +17.9%
SXT Sensient Technologies Corp 0.0%
Value ($000) $87 Shares 1,000 Est. Cost $71.99 Unrealized +17.7%
SPDW SPDR Portfolio Developed World 0.0%
Value ($000) $86 Shares 2,351 Est. Cost $29.26 Unrealized
RXL ProShares Ultra Health Care 0.0%
Value ($000) $85 Shares 912 Est. Cost $103.58 Unrealized
LULU Lululemon Athletica Inc 0.0%
Value ($000) $82 Shares 225 Est. Cost $202.18 Unrealized +62.9%
CLX Clorox Co. 0.0%
Value ($000) $82 Shares 456 Est. Cost $161.51 Unrealized -2.5%
FTV Fortive Corporation 0.0%
Value ($000) $81 Shares 1,162 Est. Cost $45.01 Unrealized +17.4%
America Movil S.A.B DE C.V. 0.0%
Value ($000) $81 Shares 5,400 Est. Cost $17.98 Unrealized
TSCO Tractor Supply Co 0.0%
Value ($000) $81 Shares 434 Est. Cost $21.52 Unrealized +57.6%
IP International Paper Company 0.0%
Value ($000) $80 Shares 1,300 Est. Cost $34.66 Unrealized +34.5%
HYG iShares iBoxx High Yield Corp 0.0%
Value ($000) $80 Shares 905 Est. Cost $82.76 Unrealized
VTV Vanguard Value ETF 0.0%
Value ($000) $80 Shares 579 Est. Cost $101.84 Unrealized
WING Wingstop Inc 0.0%
Value ($000) $79 Shares 501 Est. Cost $45.92 Unrealized +213.7%
Discover Financial Services 0.0%
Value ($000) $77 Shares 651 Est. Cost $81.85 Unrealized
SMG Scotts Miracle- Gro Company 0.0%
Value ($000) $77 Shares 400 Est. Cost $72.13 Unrealized +155.5%
RVTY PerkinElmer Inc Com 0.0%
Value ($000) $76 Shares 493 Est. Cost $84.20 Unrealized +65.2%
ADM Archer-Daniels-Midland Co. 0.0%
Value ($000) $76 Shares 1,256 Est. Cost $33.86 Unrealized +64.7%
PB Prosperity Bancshares Inc 0.0%
Value ($000) $76 Shares 1,050 Est. Cost $59.04 Unrealized +8.5%
BlackRock Corp High Yld Fund 0.0%
Value ($000) $75 Shares 6,102 Est. Cost $10.63 Unrealized
NOC Northrop Grumman Corp. 0.0%
Value ($000) $74 Shares 204 Est. Cost $316.74 Unrealized +5.4%
YUMC Yum China Holdings Inc 0.0%
Value ($000) $74 Shares 1,112 Est. Cost $42.31 Unrealized +50.7%
FTNT Fortinet Inc 0.0%
Value ($000) $71 Shares 300 Est. Cost $25.11 Unrealized +70.0%
NEOG Neogen Corp 0.0%
Value ($000) $71 Shares 1,550 Est. Cost $44.33 Unrealized +4.2%
SBAC SBA Communications Corp 0.0%
Value ($000) $71 Shares 222 Est. Cost $284.22 Unrealized -1.3%
SPYC Simplify US Equity Plus Convex 0.0%
Value ($000) $71 Shares 2,290 Est. Cost $28.43 Unrealized
Citrix Systems Inc. 0.0%
Value ($000) $70 Shares 600 Est. Cost $100.57 Unrealized
HOMB Home BancShares Inc 0.0%
Value ($000) $70 Shares 2,845 Est. Cost $23.96 Unrealized +12.7%
FCX Freeport-McMoRan Inc 0.0%
Value ($000) $70 Shares 1,890 Est. Cost $10.26 Unrealized +256.2%
BR Broadridge Financial Solutions 0.0%
Value ($000) $70 Shares 430 Est. Cost $100.28 Unrealized +47.3%
CACC Credit Acceptance Corp Mich 0.0%
Value ($000) $69 Shares 153 Est. Cost $331.36 Unrealized +23.8%
SAFT Safety Insurance Group Inc 0.0%
Value ($000) $68 Shares 875 Est. Cost $97.68 Unrealized -14.6%
SPIB SPDR Portfolio Inter Term Corp 0.0%
Value ($000) $68 Shares 1,840 Est. Cost $35.52 Unrealized
ERII Energy Recovery Inc 0.0%
Value ($000) $67 Shares 2,928 Est. Cost $8.02 Unrealized +145.7%
IUSB iShares Core Total USD Bond Ma 0.0%
Value ($000) $66 Shares 1,239 Est. Cost $52.75 Unrealized
VHT Vanguard Health Care ETF 0.0%
Value ($000) $64 Shares 260 Est. Cost $170.44 Unrealized
AVA Avista Corp 0.0%
Value ($000) $64 Shares 1,500 Est. Cost $34.88 Unrealized +5.6%
EFG iShares MSCI Growth 0.0%
Value ($000) $63 Shares 588 Est. Cost $99.09 Unrealized
GM General Motors 0.0%
Value ($000) $63 Shares 1,058 Est. Cost $36.09 Unrealized +57.1%
RPM RPM Inc. - Ohio 0.0%
Value ($000) $62 Shares 699 Est. Cost $77.71 Unrealized +19.7%
EBF Ennis Inc. 0.0%
Value ($000) $62 Shares 2,871 Est. Cost $12.33 Unrealized +21.1%
CHKP Check Point Software Tech LTD 0.0%
Value ($000) $62 Shares 530 Est. Cost $102.37 Unrealized +15.3%
AMP Ameriprise Financial Incorpora 0.0%
Value ($000) $61 Shares 246 Est. Cost $130.84 Unrealized +79.8%
CME CME Group Inc 0.0%
Value ($000) $61 Shares 287 Est. Cost $162.69 Unrealized +7.9%
PLD Prologis Inc. REIT 0.0%
Value ($000) $61 Shares 509 Est. Cost $55.58 Unrealized +84.2%
CNDT Conduent Inc 0.0%
Value ($000) $60 Shares 8,000 Est. Cost $5.38 Unrealized +35.5%
ES Eversource Energy 0.0%
Value ($000) $60 Shares 744 Est. Cost $62.70 Unrealized +12.1%
DBEF Deutsche X-trackers MSCI EAFE 0.0%
Value ($000) $60 Shares 1,559 Est. Cost $38.19 Unrealized
AFL AFLAC Incorporated 0.0%
Value ($000) $59 Shares 1,103 Est. Cost $36.52 Unrealized +34.3%
UBSI United Bankshares Inc 0.0%
Value ($000) $59 Shares 1,600 Est. Cost $37.04 Unrealized +6.1%
Dish Network Corporation 0.0%
Value ($000) $59 Shares 1,401 Est. Cost $37.49 Unrealized
VLO Valero Energy Corp New 0.0%
Value ($000) $57 Shares 735 Est. Cost $62.27 Unrealized +6.0%
PNW Pinnacle West Cap Corp 0.0%
Value ($000) $57 Shares 700 Est. Cost $68.68 Unrealized +0.4%
MLKN Miller Herman Inc. 0.0%
Value ($000) $57 Shares 1,200 Est. Cost $30.93 Unrealized +26.6%
Tekla Healthcare Investors 0.0%
Value ($000) $57 Shares 2,199 Est. Cost $21.53 Unrealized
KNX Knight Transportation Inc 0.0%
Value ($000) $57 Shares 1,243 Est. Cost $32.55 Unrealized +39.3%
WTRG Essential Utilities Inc 0.0%
Value ($000) $56 Shares 1,231 Est. Cost $47.18 Unrealized -0.6%
HASI Hannon Armstrong Sustainable I 0.0%
Value ($000) $56 Shares 1,000 Est. Cost $20.82 Unrealized +96.4%
SNA Snap On Inc 0.0%
Value ($000) $56 Shares 250 Est. Cost $129.86 Unrealized +63.5%
AIG American International Group 0.0%
Value ($000) $56 Shares 1,172 Est. Cost $26.53 Unrealized +67.6%
LCNB LCNB Corp 0.0%
Value ($000) $56 Shares 3,400 Est. Cost $12.42 Unrealized +10.6%
Liberty Braves Group C 0.0%
Value ($000) $56 Shares 2,000 Est. Cost $24.88 Unrealized
DGX Quest Diagnostics Incorporated 0.0%
Value ($000) $55 Shares 415 Est. Cost $91.89 Unrealized +30.4%
LUV Southwest Airlines Co. 0.0%
Value ($000) $54 Shares 1,025 Est. Cost $49.01 Unrealized +13.8%
HUBS HubSpot Inc 0.0%
Value ($000) $54 Shares 92 Est. Cost $350.97 Unrealized +48.6%
HWM Howmet Aerospace Inc 0.0%
Value ($000) $53 Shares 1,550 Est. Cost $12.97 Unrealized +153.8%
XEL Xcel Energy Inc. 0.0%
Value ($000) $53 Shares 800 Est. Cost $42.11 Unrealized +42.3%
GGG Graco Incorporated 0.0%
Value ($000) $53 Shares 700 Est. Cost $42.42 Unrealized +66.8%
MPT Medical Properties Trust Inc 0.0%
Value ($000) $53 Shares 2,600 Est. Cost $19.82 Unrealized
FXO First Trust Financials AlphaDE 0.0%
Value ($000) $53 Shares 1,210 Est. Cost $31.04 Unrealized
Endeavour Mining Corp 0.0%
Value ($000) $53 Shares 2,449 Est. Cost $21.46 Unrealized
SPYG SPDR S&P 500 Growth 0.0%
Value ($000) $52 Shares 825 Est. Cost $50.11 Unrealized
ViacomCBS Inc 0.0%
Value ($000) $52 Shares 1,135 Est. Cost $41.44 Unrealized
BOX Box Inc 0.0%
Value ($000) $51 Shares 2,000 Est. Cost $16.05 Unrealized +45.2%
DTE DTE Energy Company 0.0%
Value ($000) $51 Shares 390 Est. Cost $86.25 Unrealized +16.1%
GRMN Garmin Ltd 0.0%
Value ($000) $51 Shares 350 Est. Cost $126.72 Unrealized 0.0%
GOVT iShares US Treasury Bond ETF 0.0%
Value ($000) $51 Shares 1,902 Est. Cost $26.50 Unrealized
VYX NCR Corp. 0.0%
Value ($000) $50 Shares 1,104 Est. Cost $20.64 Unrealized +34.0%
SUB iShares Short-Term National Mu 0.0%
Value ($000) $50 Shares 466 Est. Cost $105.64 Unrealized
CCI Crown Castle International Cor 0.0%
Value ($000) $50 Shares 257 Est. Cost $119.88 Unrealized +25.2%
IT Gartner Group Inc Cl A 0.0%
Value ($000) $50 Shares 207 Est. Cost $145.33 Unrealized +50.5%
MET Metlife Inc 0.0%
Value ($000) $50 Shares 837 Est. Cost $41.66 Unrealized +32.2%
ING Ing Groep NV Spons ADR 0.0%
Value ($000) $50 Shares 3,767 Est. Cost $9.44 Unrealized
SHM SPDR Nuveen Barclays Short-Ter 0.0%
Value ($000) $50 Shares 1,000 Est. Cost $48.25 Unrealized
TXRH Texas Roadhouse Inc 0.0%
Value ($000) $48 Shares 504 Est. Cost $51.49 Unrealized +75.8%
KMX CarMax Inc 0.0%
Value ($000) $48 Shares 375 Est. Cost $69.32 Unrealized +78.4%
ATO Atmos Energy Corporation 0.0%
Value ($000) $48 Shares 500 Est. Cost $77.43 Unrealized +15.3%
AVGO Broadcom Inc 0.0%
Value ($000) $48 Shares 100 Est. Cost $26.11 Unrealized +61.0%
Cohen & Steers Quality Income 0.0%
Value ($000) $47 Shares 3,000 Est. Cost $15.85 Unrealized
BE Bloom Energy Corp 0.0%
Value ($000) $47 Shares 1,750 Est. Cost $7.81 Unrealized +210.6%
MKTX MarketAxess Holdings Inc 0.0%
Value ($000) $46 Shares 100 Est. Cost $192.09 Unrealized +134.1%
SCHR Schwab Intermediate-Term US Tr 0.0%
Value ($000) $46 Shares 814 Est. Cost $56.96 Unrealized
PJP Invesco Dynamic Pharmaceutical 0.0%
Value ($000) $46 Shares 574 Est. Cost $67.21 Unrealized
WSM Williams Sonoma Inc. 0.0%
Value ($000) $46 Shares 289 Est. Cost $22.14 Unrealized +251.8%
KRE SPDR S&P Regional Banking ETF 0.0%
Value ($000) $46 Shares 696 Est. Cost $48.01 Unrealized
Hanesbrands Inc 0.0%
Value ($000) $45 Shares 2,434 Est. Cost $15.87 Unrealized
HUM Humana Inc. 0.0%
Value ($000) $45 Shares 101 Est. Cost $273.05 Unrealized +53.1%
QRVO Qorvo Inc 0.0%
Value ($000) $45 Shares 228 Est. Cost $174.70 Unrealized +5.6%
LIT Global X Lithium ETF 0.0%
Value ($000) $43 Shares 600 Est. Cost $40.05 Unrealized
CWB SPDR Barclays Conv Securities 0.0%
Value ($000) $43 Shares 500 Est. Cost $82.79 Unrealized
FSK FS KKR Capital Corp 0.0%
Value ($000) $43 Shares 1,978 Est. Cost $11.05 Unrealized 0.0%
Blackrock Muniyield Quality Fd 0.0%
Value ($000) $43 Shares 2,887 Est. Cost $12.70 Unrealized
IJT iShares S&P Small Cap 600 Grow 0.0%
Value ($000) $42 Shares 320 Est. Cost $141.98 Unrealized
INFL Horizon Kinetics Inflation Ben 0.0%
Value ($000) $42 Shares 1,400 Est. Cost $30.05 Unrealized
TCW Strategic Incm Fund 0.0%
Value ($000) $42 Shares 7,000 Est. Cost $5.25 Unrealized
XMVFX Blackrock Munivest Fund 0.0%
Value ($000) $42 Shares 4,303 Est. Cost $8.90 Unrealized
NI Nisource Inc. 0.0%
Value ($000) $42 Shares 1,694 Est. Cost $23.46 Unrealized -7.1%
ET Energy Transfer LP 0.0%
Value ($000) $41 Shares 3,894 Est. Cost $14.85 Unrealized
SNPS Synopsys Inc 0.0%
Value ($000) $41 Shares 150 Est. Cost $137.18 Unrealized +85.0%
ARKG ARK Genomic Revolution ETF 0.0%
Value ($000) $41 Shares 440 Est. Cost $93.26 Unrealized
VMware, Inc CL A 0.0%
Value ($000) $40 Shares 250 Est. Cost $141.83 Unrealized
TDC Teradata Corp 0.0%
Value ($000) $40 Shares 800 Est. Cost $38.68 Unrealized +17.6%
ALC Alcon Inc 0.0%
Value ($000) $40 Shares 566 Est. Cost $57.87 Unrealized +21.5%
PHG Koninklijke Philips N.V. 0.0%
Value ($000) $40 Shares 795 Est. Cost $39.58 Unrealized
SLYV SPDR S&P 600 Small Cap Value E 0.0%
Value ($000) $39 Shares 451 Est. Cost $49.39 Unrealized
FUL H B Fuller Co 0.0%
Value ($000) $38 Shares 600 Est. Cost $46.76 Unrealized +35.1%
Lam Research Corp 0.0%
Value ($000) $38 Shares 58 Est. Cost $472.28 Unrealized
Atlantica Sustainable Infrastr 0.0%
Value ($000) $37 Shares 1,000 Est. Cost $37.98 Unrealized
IHRT iHeartMedia Inc 0.0%
Value ($000) $36 Shares 1,340 Est. Cost $21.40 Unrealized +3.4%
AZN Astrazena PLC -Spons ADR 0.0%
Value ($000) $36 Shares 596 Est. Cost $46.68 Unrealized
Federal Realty Investment Trus 0.0%
Value ($000) $35 Shares 300 Est. Cost $117.11 Unrealized
CNC Centene Corp 0.0%
Value ($000) $35 Shares 485 Est. Cost $51.24 Unrealized +33.7%
PWZ Invesco California AMT-Free Mu 0.0%
Value ($000) $35 Shares 1,250 Est. Cost $27.61 Unrealized
FXH First Trust Health Care AlphaD 0.0%
Value ($000) $35 Shares 300 Est. Cost $75.58 Unrealized
SPSB SPDR Portfolio Short Term Corp 0.0%
Value ($000) $35 Shares 1,114 Est. Cost $30.75 Unrealized
CRBN iShares MSCI ACWI Low Carbon T 0.0%
Value ($000) $35 Shares 210 Est. Cost $127.80 Unrealized
Nuveen Qty Pfd Inc Fd2 0.0%
Value ($000) $35 Shares 3,458 Est. Cost $9.84 Unrealized
SM SM Energy Company 0.0%
Value ($000) $34 Shares 1,400 Est. Cost $19.42 Unrealized -7.9%
MGM MGM Resorts International 0.0%
Value ($000) $34 Shares 804 Est. Cost $32.90 Unrealized +25.7%
KTOS Kratos Defense and Security So 0.0%
Value ($000) $34 Shares 1,200 Est. Cost $20.99 Unrealized +25.9%
HollyFrontier Corp 0.0%
Value ($000) $34 Shares 1,039 Est. Cost $50.94 Unrealized
PKG Packaging Corp of America 0.0%
Value ($000) $34 Shares 250 Est. Cost $94.52 Unrealized +32.2%
MDU M D U Resources Group Inc. 0.0%
Value ($000) $34 Shares 1,075 Est. Cost $8.03 Unrealized +36.5%
NFLX Netflix Inc. 0.0%
Value ($000) $34 Shares 64 Est. Cost $33.55 Unrealized +52.4%
AVNS Avanos Medical Inc 0.0%
Value ($000) $34 Shares 928 Est. Cost $63.93 Unrealized -35.3%
SAM Boston Beer Co Inc Cl A 0.0%
Value ($000) $34 Shares 33 Est. Cost $183.93 Unrealized +510.1%
CNQ Canadian Natural Resource Ltd 0.0%
Value ($000) $33 Shares 900 Est. Cost $11.03 Unrealized +20.6%
COR Amerisourcebergen Corp. 0.0%
Value ($000) $33 Shares 286 Est. Cost $75.47 Unrealized +44.3%
STT State Street Corp 0.0%
Value ($000) $33 Shares 394 Est. Cost $67.57 Unrealized +7.2%
VOD Vodafone Group PLC New 0.0%
Value ($000) $33 Shares 1,842 Est. Cost $20.02 Unrealized
Sirius XM Holdings Inc 0.0%
Value ($000) $32 Shares 4,960 Est. Cost $6.25 Unrealized
MTZ MasTec Inc 0.0%
Value ($000) $32 Shares 305 Est. Cost $56.09 Unrealized +93.6%
Blackrock Ltd Duration Inc Tr 0.0%
Value ($000) $32 Shares 1,900 Est. Cost $12.62 Unrealized
XLU Utilities Select Sector SPDR 0.0%
Value ($000) $32 Shares 500 Est. Cost $64.74 Unrealized
XBKNX Blackrock Quality Municipal Tr 0.0%
Value ($000) $31 Shares 1,700 Est. Cost $13.79 Unrealized
IDU iShares US Utilities ETF 0.0%
Value ($000) $31 Shares 400 Est. Cost $119.67 Unrealized
SIEGY Siemens AG ADR 0.0%
Value ($000) $31 Shares 392 Est. Cost $64.90 Unrealized
ABBNY ABB Ltd-Spon ADR 0.0%
Value ($000) $31 Shares 913 Est. Cost $24.17 Unrealized
HPQ HP Inc. 0.0%
Value ($000) $31 Shares 1,020 Est. Cost $17.25 Unrealized +57.6%
PZA Invesco National AMT-Free Muni 0.0%
Value ($000) $31 Shares 1,120 Est. Cost $25.80 Unrealized
EA Electronic Arts Inc 0.0%
Value ($000) $30 Shares 212 Est. Cost $114.12 Unrealized +21.2%
RY Royal Bk Canada 0.0%
Value ($000) $30 Shares 300 Est. Cost $81.18 Unrealized +22.1%
IGM iShares North American Tech ET 0.0%
Value ($000) $30 Shares 75 Est. Cost $242.15 Unrealized
KEY Keycorp New 0.0%
Value ($000) $30 Shares 1,467 Est. Cost $12.61 Unrealized +37.1%
New Relic Inc 0.0%
Value ($000) $30 Shares 452 Est. Cost $65.16 Unrealized
PLXS Plexus Corp 0.0%
Value ($000) $30 Shares 330 Est. Cost $59.30 Unrealized +58.1%
DLR Digital Realty Trust Inc 0.0%
Value ($000) $30 Shares 197 Est. Cost $98.25 Unrealized +30.7%
SPG Simon Property Group Inc 0.0%
Value ($000) $29 Shares 226 Est. Cost $104.95 Unrealized -8.2%
WHR Whirlpool Corp 0.0%
Value ($000) $29 Shares 134 Est. Cost $164.12 Unrealized +41.9%
CAG Conagra Inc. 0.0%
Value ($000) $29 Shares 800 Est. Cost $27.24 Unrealized +11.1%
MIDD The Middleby Corp 0.0%
Value ($000) $29 Shares 167 Est. Cost $122.66 Unrealized +39.0%
PBW Invesco WilderHill Clean Energ 0.0%
Value ($000) $29 Shares 310 Est. Cost $103.39 Unrealized
DOCU DocuSign Inc 0.0%
Value ($000) $28 Shares 100 Est. Cost $223.60 Unrealized 0.0%
FRCB First Republic Bank 0.0%
Value ($000) $28 Shares 148 Est. Cost $94.11 Unrealized +93.0%
CRWD Crowdstrike Hldgs Inc Cl A 0.0%
Value ($000) $28 Shares 110 Est. Cost $111.07 Unrealized +93.7%
ED Consolidated Edison Inc. 0.0%
Value ($000) $27 Shares 375 Est. Cost $66.31 Unrealized -1.7%
SNY Sanofi ADR 0.0%
Value ($000) $26 Shares 500 Est. Cost $46.33 Unrealized
FBCG Fidelity Blue Chip Growth ETF 0.0%
Value ($000) $26 Shares 800 Est. Cost $24.61 Unrealized
EMB iShares JPMorgan USD Emerg Mar 0.0%
Value ($000) $26 Shares 230 Est. Cost $111.85 Unrealized
MUNI PIMCO Intermediate Municipal B 0.0%
Value ($000) $26 Shares 450 Est. Cost $54.44 Unrealized
LFUS Littelfuse Inc 0.0%
Value ($000) $25 Shares 100 Est. Cost $151.78 Unrealized +71.7%
FIW First Trust ISE Water 0.0%
Value ($000) $25 Shares 300 Est. Cost $47.75 Unrealized
Duke Realty Corporation 0.0%
Value ($000) $25 Shares 522 Est. Cost $26.48 Unrealized
FVRR Fiverr Intl 0.0%
Value ($000) $24 Shares 100 Est. Cost $107.21 Unrealized +93.5%
BHP BHP Billiton Ltd 0.0%
Value ($000) $24 Shares 330 Est. Cost $45.70 Unrealized
Putnam Premier Income 0.0%
Value ($000) $24 Shares 5,057 Est. Cost $5.26 Unrealized
ARKK ARK Innovation ETF 0.0%
Value ($000) $24 Shares 180 Est. Cost $92.00 Unrealized
IEF iShares Barclays 7-10 Yr Treas 0.0%
Value ($000) $23 Shares 200 Est. Cost $120.10 Unrealized
Nuveen AMT-Free QLTY Municipal 0.0%
Value ($000) $23 Shares 1,456 Est. Cost $13.32 Unrealized
WH Wyndham Hotels & Resorts Inc 0.0%
Value ($000) $23 Shares 317 Est. Cost $60.97 Unrealized +21.1%
ICE Intercontinental Exchange Inc 0.0%
Value ($000) $23 Shares 191 Est. Cost $96.46 Unrealized +12.3%
NWSA News Corp Class A 0.0%
Value ($000) $23 Shares 879 Est. Cost $10.68 Unrealized +137.1%
HDV iShares High Dividend ETF 0.0%
Value ($000) $22 Shares 233 Est. Cost $81.15 Unrealized
Royal Dutch Shell PLC ADR B 0.0%
Value ($000) $22 Shares 578 Est. Cost $61.81 Unrealized
IUSG iShares Core S&P US Growth ETF 0.0%
Value ($000) $22 Shares 222 Est. Cost $87.49 Unrealized
Carter Validus Mission II Clas 0.0%
Value ($000) $22 Shares 2,575 Est. Cost $9.25 Unrealized
BIL SPDR Bloomberg Barclays 1-3 mo 0.0%
Value ($000) $22 Shares 238 Est. Cost $91.52 Unrealized
Aegon NV - ORD 0.0%
Value ($000) $21 Shares 5,000 Est. Cost $3.95 Unrealized
CGNX Cognex Corp 0.0%
Value ($000) $21 Shares 250 Est. Cost $42.37 Unrealized +85.3%
PAYX Paychex Inc. 0.0%
Value ($000) $21 Shares 195 Est. Cost $53.45 Unrealized +65.2%
NUE Nucor Corp 0.0%
Value ($000) $21 Shares 215 Est. Cost $85.34 Unrealized +1.9%
VONG Vanguard Russell 1000 Growth I 0.0%
Value ($000) $21 Shares 296 Est. Cost $114.40 Unrealized
ETSY Etsy Inc 0.0%
Value ($000) $21 Shares 100 Est. Cost $150.38 Unrealized +23.1%
InvenTrust Properties Corp REI 0.0%
Value ($000) $20 Shares 6,994 Est. Cost $2.89 Unrealized
MFS Charter Income Trust 0.0%
Value ($000) $19 Shares 2,225 Est. Cost $7.55 Unrealized
BUD Anheuser-Busch InBev SA/NV ADR 0.0%
Value ($000) $19 Shares 270 Est. Cost $83.81 Unrealized
FOXA Twenty First Century Fox Inc C 0.0%
Value ($000) $19 Shares 522 Est. Cost $25.18 Unrealized +40.4%
CVE Cenovus Energy Inc 0.0%
Value ($000) $19 Shares 2,000 Est. Cost $7.59 Unrealized +1.0%
VAC Marriott Vacations Worldwide 0.0%
Value ($000) $19 Shares 119 Est. Cost $98.36 Unrealized +74.1%
KHC The Kraft Heinz Co 0.0%
Value ($000) $19 Shares 464 Est. Cost $41.84 Unrealized -19.2%
TNL Travel Leisure Co 0.0%
Value ($000) $19 Shares 317 Est. Cost $45.04 Unrealized +17.2%
Stericycle Inc 0.0%
Value ($000) $19 Shares 260 Est. Cost $59.19 Unrealized
Western Asset Muni Prtfd 0.0%
Value ($000) $18 Shares 1,120 Est. Cost $13.71 Unrealized
XMVTX Blackrock Munivest Fund II 0.0%
Value ($000) $18 Shares 1,167 Est. Cost $14.41 Unrealized
EXC Exelon Corp 0.0%
Value ($000) $18 Shares 408 Est. Cost $23.96 Unrealized +14.2%
LTC LTC Properties Reit Ord Shs 0.0%
Value ($000) $18 Shares 470 Est. Cost $51.22 Unrealized
WSBC Wesbanco Inc 0.0%
Value ($000) $18 Shares 495 Est. Cost $36.24 Unrealized +3.5%
Streamline Health Solutions In 0.0%
Value ($000) $18 Shares 10,000 Est. Cost $1.48 Unrealized
BKNG Booking Holdings Inc 0.0%
Value ($000) $18 Shares 8 Est. Cost $1735.49 Unrealized +32.3%
NSRGF Nestle SA 0.0%
Value ($000) $17 Shares 138 Est. Cost $88.43 Unrealized +21.6%
SRE Sempra Energy 0.0%
Value ($000) $17 Shares 125 Est. Cost $54.48 Unrealized +8.0%
BASFY BASF SE Sponsored ADR 0.0%
Value ($000) $17 Shares 838 Est. Cost $23.83 Unrealized
DON WisdomTree MidCap Dividend 0.0%
Value ($000) $16 Shares 393 Est. Cost $34.60 Unrealized
HP Helmerich & Payne 0.0%
Value ($000) $16 Shares 500 Est. Cost $64.34 Unrealized -54.3%
Level One Bancorp Inc 0.0%
Value ($000) $16 Shares 596 Est. Cost $27.20 Unrealized
EHC Encompass Health Corp 0.0%
Value ($000) $16 Shares 204 Est. Cost $50.52 Unrealized +25.5%
LNT Alliant Energy Corporation 0.0%
Value ($000) $16 Shares 286 Est. Cost $32.81 Unrealized +48.8%
BlackRock Credit Allocation In 0.0%
Value ($000) $16 Shares 1,019 Est. Cost $12.67 Unrealized
SFFYF Signify NV 0.0%
Value ($000) $16 Shares 250 Est. Cost $35.59 Unrealized +26.7%
IJJ iShares S&P Mid-Cap 400 Value 0.0%
Value ($000) $16 Shares 148 Est. Cost $86.30 Unrealized
NEM Newmont Corporation 0.0%
Value ($000) $15 Shares 244 Est. Cost $51.02 Unrealized +13.5%
Advent Convertible and Income 0.0%
Value ($000) $15 Shares 800 Est. Cost $14.81 Unrealized
BSX Boston Scientific Corp. 0.0%
Value ($000) $15 Shares 355 Est. Cost $41.78 Unrealized +0.7%
Nuveen PA Invt Qty 0.0%
Value ($000) $15 Shares 1,000 Est. Cost $12.57 Unrealized
Tilray Inc 0.0%
Value ($000) $15 Shares 838 Est. Cost $18.08 Unrealized
HPE Hewlett Packard Enterprise 0.0%
Value ($000) $15 Shares 1,000 Est. Cost $13.03 Unrealized +5.5%
TREE LendingTree Inc 0.0%
Value ($000) $15 Shares 69 Est. Cost $328.15 Unrealized
IUSV iShares Core S&P US Value ETF 0.0%
Value ($000) $14 Shares 200 Est. Cost $66.38 Unrealized
ZM Zoom Video Communications, Inc 0.0%
Value ($000) $14 Shares 36 Est. Cost $179.93 Unrealized +85.1%
QCLN First TR Clean Energy Green 0.0%
Value ($000) $14 Shares 200 Est. Cost $19.52 Unrealized
Arconic Corp 0.0%
Value ($000) $14 Shares 387 Est. Cost $13.93 Unrealized
NWL Newell Brands Inc. 0.0%
Value ($000) $14 Shares 500 Est. Cost $22.42 Unrealized 0.0%
PGR Progressive Corp Ohio 0.0%
Value ($000) $14 Shares 139 Est. Cost $80.60 Unrealized +9.8%
PPL PPL Corporation 0.0%
Value ($000) $13 Shares 469 Est. Cost $22.14 Unrealized +9.6%
TE Connectivity Ltd 0.0%
Value ($000) $13 Shares 96 Est. Cost $118.31 Unrealized
TSQ Townsquare Media Inc 0.0%
Value ($000) $13 Shares 1,000 Est. Cost $11.89 Unrealized 0.0%
ABNB Airbnb Inc 0.0%
Value ($000) $13 Shares 83 Est. Cost $147.63 Unrealized +6.3%
Liberty SiriusXM Group C 0.0%
Value ($000) $12 Shares 267 Est. Cost $41.90 Unrealized
MRCC Monroe Capital Corp 0.0%
Value ($000) $12 Shares 1,117 Est. Cost $4.93 Unrealized +25.5%
CHWY Chewy Inc 0.0%
Value ($000) $12 Shares 150 Est. Cost $77.32 Unrealized 0.0%
KN Knowles Corp 0.0%
Value ($000) $12 Shares 600 Est. Cost $14.57 Unrealized +39.8%
JLL Jones Lang LaSalle Inc 0.0%
Value ($000) $12 Shares 60 Est. Cost $138.16 Unrealized +41.3%
ChampionX Corp 0.0%
Value ($000) $11 Shares 437 Est. Cost $10.80 Unrealized
MGEE MGE Energy Inc Com 0.0%
Value ($000) $11 Shares 150 Est. Cost $60.60 Unrealized +11.3%
UNM Unum Group 0.0%
Value ($000) $11 Shares 392 Est. Cost $15.78 Unrealized +86.2%
ITM Vaneck Vectors AMT-Free Inter 0.0%
Value ($000) $11 Shares 212 Est. Cost $47.57 Unrealized
Zynga Inc Class A 0.0%
Value ($000) $11 Shares 1,029 Est. Cost $4.13 Unrealized
ILCB iShares Morningstar US Equity 0.0%
Value ($000) $11 Shares 180 Est. Cost $83.88 Unrealized
LTRE Learning Tree International In 0.0%
Value ($000) $11 Shares 15,340 Est. Cost $1.12 Unrealized -30.8%
SSP E.W. Scripps Company 0.0%
Value ($000) $11 Shares 523 Est. Cost $10.35 Unrealized +52.3%
GPDNF Groupe Danone 0.0%
Value ($000) $11 Shares 150 Est. Cost $81.90 Unrealized -13.7%
Global X Cannabis ETF 0.0%
Value ($000) $10 Shares 750 Est. Cost $13.88 Unrealized
NBTB NBT Bancorp Inc 0.0%
Value ($000) $10 Shares 288 Est. Cost $36.65 Unrealized +5.5%
AKR Acadia Realty Trust 0.0%
Value ($000) $10 Shares 468 Est. Cost $16.05 Unrealized
PUBGY Publicis Groupe SA ADR 0.0%
Value ($000) $10 Shares 619 Est. Cost $13.36 Unrealized
CPB Campbell Soup Co. 0.0%
Value ($000) $10 Shares 225 Est. Cost $35.04 Unrealized +17.5%
WPM Wheaton Precious Metals Corp 0.0%
Value ($000) $10 Shares 230 Est. Cost $37.80 Unrealized +11.7%
CWI SPDR MSCI ACWI ex-US ETF 0.0%
Value ($000) $10 Shares 331 Est. Cost $30.23 Unrealized
SPTS SPDR Portfolio Short Term Trea 0.0%
Value ($000) $10 Shares 325 Est. Cost $30.72 Unrealized
AMLP ALPS Alerian MLP ETF 0.0%
Value ($000) $10 Shares 271 Est. Cost $24.68 Unrealized
HURN Huron Consulting Group Inc 0.0%
Value ($000) $10 Shares 200 Est. Cost $58.42 Unrealized -8.0%
IR Ingersoll-Rand PLC Shs 0.0%
Value ($000) $10 Shares 200 Est. Cost $37.17 Unrealized +31.4%
ALLY Ally Financial Inc 0.0%
Value ($000) $10 Shares 195 Est. Cost $25.55 Unrealized +71.3%
RKT Rocket Companies, Inc 0.0%
Value ($000) $10 Shares 500 Est. Cost $19.59 Unrealized -9.2%
Nuveen Dividend Advantage Muni 0.0%
Value ($000) $10 Shares 600 Est. Cost $13.20 Unrealized
VMC Vulcan Materials Co 0.0%
Value ($000) $10 Shares 55 Est. Cost $133.84 Unrealized +28.7%
FleetCor Technologies Inc 0.0%
Value ($000) $9 Shares 37 Est. Cost $368.66 Unrealized
FTS Fortis Inc 0.0%
Value ($000) $9 Shares 213 Est. Cost $32.03 Unrealized +17.8%
PSCT Invesco S&P SmallCap Informati 0.0%
Value ($000) $9 Shares 65 Est. Cost $87.03 Unrealized
RHHBY Roche Holding AG 0.0%
Value ($000) $9 Shares 198 Est. Cost $41.82 Unrealized
HST Host Hotels & Resorts Inc 0.0%
Value ($000) $9 Shares 543 Est. Cost $13.53 Unrealized +6.5%
RCL Royal Caribbean Cruises Ltd 0.0%
Value ($000) $9 Shares 108 Est. Cost $103.08 Unrealized -16.9%
Alexion Pharmaceuticals Inc 0.0%
Value ($000) $9 Shares 50 Est. Cost $111.46 Unrealized
Invesco Municipal Trust 0.0%
Value ($000) $9 Shares 664 Est. Cost $11.69 Unrealized
DG Dollar General Corporation 0.0%
Value ($000) $9 Shares 42 Est. Cost $170.70 Unrealized +14.6%
SEIC SEI Investments Company 0.0%
Value ($000) $9 Shares 144 Est. Cost $50.82 Unrealized +14.9%
BBY Best Buy Inc 0.0%
Value ($000) $9 Shares 76 Est. Cost $90.43 Unrealized +5.0%
OMC Omnicom Group Inc 0.0%
Value ($000) $8 Shares 105 Est. Cost $58.49 Unrealized +17.9%
EWJ iShares MSCI Japan ETF 0.0%
Value ($000) $8 Shares 125 Est. Cost $58.12 Unrealized
OXY Occidental Petroleum Corp. 0.0%
Value ($000) $8 Shares 266 Est. Cost $31.42 Unrealized -19.5%
PH Parker Hannifin Corp. 0.0%
Value ($000) $8 Shares 27 Est. Cost $205.05 Unrealized +42.0%
COF Capital One Financial Corporat 0.0%
Value ($000) $8 Shares 51 Est. Cost $77.69 Unrealized +78.4%
CHTH CNL Healthcare Properties Inc 0.0%
Value ($000) $8 Shares 1,062 Est. Cost $10.32 Unrealized
Eaton Vance Muni Inc Sh Ben In 0.0%
Value ($000) $8 Shares 557 Est. Cost $11.98 Unrealized
Nuveen Dividend Advantage Muni 0.0%
Value ($000) $8 Shares 435 Est. Cost $14.58 Unrealized
H Hyatt Hotels Corp 0.0%
Value ($000) $8 Shares 100 Est. Cost $74.19 Unrealized +7.6%
TSM Taiwan Semiconductor Co LTD Sp 0.0%
Value ($000) $8 Shares 64 Est. Cost $47.72 Unrealized
Wisdom Tree U.S. ESG Fund 0.0%
Value ($000) $8 Shares 165 Est. Cost $31.14 Unrealized
ANF Abercrombie & Fitch Co 0.0%
Value ($000) $8 Shares 165 Est. Cost $27.57 Unrealized +46.1%
Eaton Vance Tax-Managed Global 0.0%
Value ($000) $8 Shares 750 Est. Cost $7.46 Unrealized
TAP Molson Coors Brewing Co Cl B 0.0%
Value ($000) $8 Shares 142 Est. Cost $35.88 Unrealized +35.5%
UGI UGI Corp 0.0%
Value ($000) $8 Shares 163 Est. Cost $34.99 Unrealized +28.6%
COTY Coty Inc 0.0%
Value ($000) $7 Shares 800 Est. Cost $8.72 Unrealized +4.2%
HSBC HSBC Holdings PLC Sponsored AD 0.0%
Value ($000) $7 Shares 254 Est. Cost $48.72 Unrealized
XLRE Real Estate Select Sector SPDR 0.0%
Value ($000) $7 Shares 160 Est. Cost $39.34 Unrealized
DELL Dell Technologies Inc 0.0%
Value ($000) $7 Shares 70 Est. Cost $22.44 Unrealized +104.9%
LYFT Lyft Inc 0.0%
Value ($000) $7 Shares 115 Est. Cost $32.24 Unrealized +78.4%
ITB iShares US Home Construction E 0.0%
Value ($000) $7 Shares 100 Est. Cost $43.31 Unrealized
SONY Sony Group Corp 0.0%
Value ($000) $7 Shares 70 Est. Cost $48.34 Unrealized
WMB Williams Companies Inc. 0.0%
Value ($000) $7 Shares 256 Est. Cost $17.36 Unrealized +17.7%
CIT Group Inc 0.0%
Value ($000) $7 Shares 126 Est. Cost $35.90 Unrealized
MDRX Allscripts Healthcare Solution 0.0%
Value ($000) $6 Shares 350 Est. Cost $10.26 Unrealized +64.0%
VREX Varex Imaging Corp 0.0%
Value ($000) $6 Shares 240 Est. Cost $38.13 Unrealized -35.7%
FNF Fidelity National Financial In 0.0%
Value ($000) $6 Shares 148 Est. Cost $26.56 Unrealized +31.7%
POST Post Holdings Inc 0.0%
Value ($000) $6 Shares 59 Est. Cost $61.77 Unrealized +19.4%
LKQ LKQ Corp 0.0%
Value ($000) $6 Shares 129 Est. Cost $30.70 Unrealized +39.7%
FRHLF Freehold Royalties LTD 0.0%
Value ($000) $6 Shares 800 Est. Cost $5.20 Unrealized 0.0%
Invesco Van Kampen Bond Fund 0.0%
Value ($000) $6 Shares 305 Est. Cost $21.78 Unrealized
ASML ASML Holding NV ADR 0.0%
Value ($000) $6 Shares 9 Est. Cost $487.67 Unrealized
KWR Quaker Chemical Corp 0.0%
Value ($000) $6 Shares 26 Est. Cost $151.55 Unrealized +57.8%
Skechers USA Inc 0.0%
Value ($000) $6 Shares 121 Est. Cost $35.94 Unrealized
ICLN iShares Global Clean Energy ET 0.0%
Value ($000) $6 Shares 250 Est. Cost $9.50 Unrealized
WAB Wabtec 0.0%
Value ($000) $6 Shares 70 Est. Cost $68.14 Unrealized +16.0%
KTB Kontoor Brands Inc 0.0%
Value ($000) $6 Shares 102 Est. Cost $29.07 Unrealized +111.0%
JHG Janus Henderson Group PLC 0.0%
Value ($000) $6 Shares 144 Est. Cost $35.68 Unrealized +1.9%
IHE iShares Dow Jones US Pharmaceu 0.0%
Value ($000) $6 Shares 30 Est. Cost $147.53 Unrealized
USFD US FOODS HLDG CORP COM 0.0%
Value ($000) $6 Shares 145 Est. Cost $28.52 Unrealized +36.0%
KSS Kohls Corp 0.0%
Value ($000) $6 Shares 100 Est. Cost $57.50 Unrealized 0.0%
BIDU Baidu Inc 0.0%
Value ($000) $6 Shares 27 Est. Cost $164.41 Unrealized
Canadian Pacific Railway Ltd 0.0%
Value ($000) $5 Shares 70 Est. Cost $184.39 Unrealized
SDOG ALPS Sector Dividend Dogs ETF 0.0%
Value ($000) $5 Shares 100 Est. Cost $36.35 Unrealized
Regis Corp 0.0%
Value ($000) $5 Shares 565 Est. Cost $12.56 Unrealized
F Ford Motor Co. 0.0%
Value ($000) $5 Shares 350 Est. Cost $6.32 Unrealized +59.5%
MRVL Marvell Technology Inc 0.0%
Value ($000) $5 Shares 89 Est. Cost $47.96 Unrealized 0.0%
UBS UBS AG 0.0%
Value ($000) $5 Shares 338 Est. Cost $15.29 Unrealized +3.3%
Aspen Technology Inc 0.0%
Value ($000) $5 Shares 37 Est. Cost $123.08 Unrealized
Liberty All-Star Equity Fund 0.0%
Value ($000) $5 Shares 558 Est. Cost $6.55 Unrealized
WELL Welltower Inc 0.0%
Value ($000) $5 Shares 60 Est. Cost $55.78 Unrealized +21.8%
Annaly Capital Mgmt Inc. 0.0%
Value ($000) $5 Shares 545 Est. Cost $8.67 Unrealized
TEVA Teva Pharmaceutical-SP ADR 0.0%
Value ($000) $5 Shares 500 Est. Cost $23.49 Unrealized
Calamos Strategic Total Return 0.0%
Value ($000) $5 Shares 270 Est. Cost $12.72 Unrealized
HOLX Hologic Inc 0.0%
Value ($000) $5 Shares 73 Est. Cost $70.59 Unrealized -5.3%
Purefunds Cyber Security ETF 0.0%
Value ($000) $5 Shares 80 Est. Cost $35.67 Unrealized
STRL Sterling Construction Company 0.0%
Value ($000) $5 Shares 200 Est. Cost $21.79 Unrealized +2.7%
ELAN Elanco Animal Health Inc 0.0%
Value ($000) $5 Shares 139 Est. Cost $30.51 Unrealized +8.1%
Zivo Bioscience Inc 0.0%
Value ($000) $5 Shares 1,000 Est. Cost $4.74 Unrealized
RHI Robert Half Intl Inc 0.0%
Value ($000) $5 Shares 53 Est. Cost $56.39 Unrealized +54.6%
CVSA Adtalem Global Education Inc 0.0%
Value ($000) $5 Shares 132 Est. Cost $44.90 Unrealized -16.4%
HIG Hartford Financial Services Gr 0.0%
Value ($000) $5 Shares 75 Est. Cost $41.48 Unrealized +43.7%
Blackrock Science Rights Exp 7 0.0%
Value ($000) $4 Shares 75 Est. Cost $59.59 Unrealized
BlackRock Science and Technolo 0.0%
Value ($000) $4 Shares 75 Est. Cost $37.81 Unrealized
INRE Inland Real Estate Income Trus 0.0%
Value ($000) $4 Shares 245 Est. Cost $19.63 Unrealized
FTCS First Trust Capital Strength E 0.0%
Value ($000) $4 Shares 59 Est. Cost $67.51 Unrealized
DLTR Dollar Tree Inc 0.0%
Value ($000) $4 Shares 44 Est. Cost $100.42 Unrealized +8.2%
PTON Peloton Interactive Inc 0.0%
Value ($000) $4 Shares 34 Est. Cost $121.81 Unrealized -12.6%
KLAC KLA-Tencor Corp 0.0%
Value ($000) $4 Shares 13 Est. Cost $220.47 Unrealized +38.3%
HII Huntington Ingalls Industries 0.0%
Value ($000) $4 Shares 20 Est. Cost $141.39 Unrealized +35.6%
MOS Mosaic Co 0.0%
Value ($000) $4 Shares 131 Est. Cost $18.10 Unrealized +69.1%
VNM Vaneck Vectors Vietnam ETF 0.0%
Value ($000) $4 Shares 200 Est. Cost $19.56 Unrealized
CFG Citizens Financial Group 0.0%
Value ($000) $4 Shares 90 Est. Cost $25.28 Unrealized +53.5%
SE Sea Ltd ADR 0.0%
Value ($000) $4 Shares 15 Est. Cost $199.07 Unrealized
FNDE Schwab Fundamental Emerg Mkts 0.0%
Value ($000) $4 Shares 125 Est. Cost $28.26 Unrealized
EWH iShares MSCI Hong Kong ETF 0.0%
Value ($000) $4 Shares 150 Est. Cost $25.31 Unrealized
BH Biglari Holdings Inc Class B 0.0%
Value ($000) $4 Shares 25 Est. Cost $226.63 Unrealized -32.1%
LCII LCI Industries Ord Shs 0.0%
Value ($000) $4 Shares 30 Est. Cost $116.96 Unrealized +1.0%
ILMN Illumina Inc 0.0%
Value ($000) $4 Shares 8 Est. Cost $318.77 Unrealized +26.3%
TDY Teledyne Technologies Inc 0.0%
Value ($000) $4 Shares 9 Est. Cost $424.73 Unrealized 0.0%
LMPMY Lee & Man Paper Mfg LTD ADR 0.0%
Value ($000) $4 Shares 500 Est. Cost $10.47 Unrealized
HOG Harley-Davidson Inc. 0.0%
Value ($000) $4 Shares 80 Est. Cost $37.18 Unrealized +24.8%
Nordstrom Inc. 0.0%
Value ($000) $4 Shares 100 Est. Cost $37.87 Unrealized
JBGS JBG Smith Properties 0.0%
Value ($000) $4 Shares 115 Est. Cost $31.50 Unrealized
TLT iShares Barclays 20 Plus Year 0.0%
Value ($000) $4 Shares 25 Est. Cost $157.72 Unrealized
EMN Eastman Chemical Co 0.0%
Value ($000) $4 Shares 30 Est. Cost $77.45 Unrealized +31.1%
HCA HCA Holdings Inc 0.0%
Value ($000) $4 Shares 17 Est. Cost $139.80 Unrealized +40.0%
LBRDK Liberty Broadband Corp Series 0.0%
Value ($000) $3 Shares 20 Est. Cost $142.46 Unrealized +5.8%
Six Flags Entertainment Corp 0.0%
Value ($000) $3 Shares 80 Est. Cost $46.48 Unrealized
BNPQY BNP Paribas 0.0%
Value ($000) $3 Shares 108 Est. Cost $26.37 Unrealized
Eaton Vance Limited Duration I 0.0%
Value ($000) $3 Shares 255 Est. Cost $10.57 Unrealized
VWAGY Volkswagen AG ADR 0.0%
Value ($000) $3 Shares 102 Est. Cost $20.85 Unrealized
BCE BCE Inc 0.0%
Value ($000) $3 Shares 67 Est. Cost $30.90 Unrealized +13.5%
SCHP Schwab US TIPS ETF 0.0%
Value ($000) $3 Shares 52 Est. Cost $62.08 Unrealized
GLPI Gaming and Leisure Properties 0.0%
Value ($000) $3 Shares 70 Est. Cost $42.40 Unrealized
IAC IAC/InterActive Corp 0.0%
Value ($000) $3 Shares 21 Est. Cost $129.53 Unrealized 0.0%
JAZZ Jazz Pharmaceuticals PLC 0.0%
Value ($000) $3 Shares 18 Est. Cost $146.75 Unrealized +18.0%
NTTYY Nippon Telegraph & Telephone C 0.0%
Value ($000) $3 Shares 119 Est. Cost $35.22 Unrealized
AXAHY AXA-UAP - Sponsored ADR 0.0%
Value ($000) $3 Shares 124 Est. Cost $23.87 Unrealized
KDP Keurig Dr Pepper Inc 0.0%
Value ($000) $3 Shares 88 Est. Cost $24.67 Unrealized +28.2%
UBER Uber Technologies Inc 0.0%
Value ($000) $3 Shares 62 Est. Cost $44.81 Unrealized +16.5%
SSNC SS&C Technologies 0.0%
Value ($000) $3 Shares 43 Est. Cost $67.03 Unrealized +9.1%
PVH PVH Corp 0.0%
Value ($000) $3 Shares 28 Est. Cost $75.56 Unrealized +44.2%
WRB WR Berkley Corp 0.0%
Value ($000) $3 Shares 40 Est. Cost $27.39 Unrealized +12.4%
RF Regions Financial Corp New 0.0%
Value ($000) $3 Shares 147 Est. Cost $11.76 Unrealized +52.0%
DVN Devon Energy Corp New 0.0%
Value ($000) $3 Shares 100 Est. Cost $18.06 Unrealized +12.1%
URI United Rentals Inc 0.0%
Value ($000) $3 Shares 9 Est. Cost $204.61 Unrealized +52.8%
UTHR United Therapeutics Corp 0.0%
Value ($000) $3 Shares 16 Est. Cost $131.23 Unrealized +45.1%
UNFI United Natural Foods Inc 0.0%
Value ($000) $3 Shares 77 Est. Cost $45.23 Unrealized -19.6%
Aptiv PLC 0.0%
Value ($000) $3 Shares 18 Est. Cost $130.28 Unrealized
DHLGY Deutsche Post AG ADR 0.0%
Value ($000) $3 Shares 41 Est. Cost $49.56 Unrealized
HLT Hilton Worldwide Holdings Inc 0.0%
Value ($000) $3 Shares 23 Est. Cost $97.85 Unrealized +26.0%
Discovery Inc - Class C 0.0%
Value ($000) $3 Shares 95 Est. Cost $26.19 Unrealized
SEE Sealed Air Corp 0.0%
Value ($000) $3 Shares 45 Est. Cost $39.33 Unrealized +25.3%
CCL Carnival Corp 0.0%
Value ($000) $3 Shares 100 Est. Cost $44.98 Unrealized -37.8%
TPR Tapestry Inc 0.0%
Value ($000) $3 Shares 60 Est. Cost $34.03 Unrealized +15.8%
DKS Dicks Sporting Goods Inc 0.0%
Value ($000) $3 Shares 26 Est. Cost $48.81 Unrealized +58.8%
BFH Alliance Data Systems Corp 0.0%
Value ($000) $3 Shares 25 Est. Cost $93.87 Unrealized -11.4%
TCEHY Tencent Holdings Ltd ADR 0.0%
Value ($000) $3 Shares 34 Est. Cost $72.74 Unrealized
EQT EQT Corporation 0.0%
Value ($000) $2 Shares 112 Est. Cost $13.53 Unrealized +40.2%
Eaton Vance Tax-Managed Buy-Wr 0.0%
Value ($000) $2 Shares 150 Est. Cost $14.89 Unrealized
DXC DXC Technology Company 0.0%
Value ($000) $2 Shares 62 Est. Cost $78.39 Unrealized -54.5%
Brookfield Asset Mgmt Reinsura 0.0%
Value ($000) $2 Shares 46 Est. Cost $52.02 Unrealized
BYND Beyond Meat Inc 0.0%
Value ($000) $2 Shares 15 Est. Cost $147.03 Unrealized -9.6%
AMD Advanced Micro Devices Inc 0.0%
Value ($000) $2 Shares 25 Est. Cost $86.30 Unrealized -6.3%
SPT Sprout Social Inc 0.0%
Value ($000) $2 Shares 26 Est. Cost $65.23 Unrealized +6.3%
HAL Halliburton Co. 0.0%
Value ($000) $2 Shares 100 Est. Cost $9.78 Unrealized +108.3%
ROKU Roku Inc 0.0%
Value ($000) $2 Shares 5 Est. Cost $262.32 Unrealized +34.8%
CGW Invesco S&P Global Water Index 0.0%
Value ($000) $2 Shares 42 Est. Cost $37.38 Unrealized
VNT Vontier Corp 0.0%
Value ($000) $2 Shares 69 Est. Cost $31.19 Unrealized +5.6%
SAP SAP AG Sponsored ADR 0.0%
Value ($000) $2 Shares 16 Est. Cost $130.38 Unrealized
LDOS Leidos Holdings Inc 0.0%
Value ($000) $2 Shares 22 Est. Cost $89.59 Unrealized +7.8%
Regional Health Properties Inc 0.0%
Value ($000) $2 Shares 161 Est. Cost $0.37 Unrealized
XYZ Square Inc 0.0%
Value ($000) $2 Shares 9 Est. Cost $195.07 Unrealized +18.9%
MNST Monster Beverage Corp 0.0%
Value ($000) $2 Shares 24 Est. Cost $42.01 Unrealized +11.7%
TMUS T-Mobile US Inc 0.0%
Value ($000) $2 Shares 15 Est. Cost $119.35 Unrealized +11.6%
HOCPY HOYA Corporation 0.0%
Value ($000) $2 Shares 16 Est. Cost $138.19 Unrealized
ODP Corp 0.0%
Value ($000) $2 Shares 44 Est. Cost $19.45 Unrealized
Interpublic Group Cos 0.0%
Value ($000) $2 Shares 64 Est. Cost $17.29 Unrealized +55.5%
DAL Delta Air Lines Inc 0.0%
Value ($000) $2 Shares 48 Est. Cost $35.38 Unrealized +27.3%
LYB LyondellBasell Industries NV 0.0%
Value ($000) $2 Shares 20 Est. Cost $57.51 Unrealized +35.6%
IFNNY Infineon Technologies AG ADR 0.0%
Value ($000) $2 Shares 51 Est. Cost $26.34 Unrealized
ARI Apollo Commercial Real Estate 0.0%
Value ($000) $2 Shares 125 Est. Cost $19.63 Unrealized
PCG P G & E Corp. 0.0%
Value ($000) $2 Shares 200 Est. Cost $13.85 Unrealized -23.4%
MURGY Munich RE Group ADR 0.0%
Value ($000) $2 Shares 73 Est. Cost $29.71 Unrealized
OSK Oshkosh Corp 0.0%
Value ($000) $2 Shares 16 Est. Cost $73.00 Unrealized +60.0%
ON ON Semiconductor Corp 0.0%
Value ($000) $2 Shares 51 Est. Cost $27.90 Unrealized +40.7%
TOELY Tokyo Electron Ltd ADR 0.0%
Value ($000) $2 Shares 18 Est. Cost $47.23 Unrealized
TDG TransDigm Group Inc 0.0%
Value ($000) $2 Shares 3 Est. Cost $457.04 Unrealized +14.1%
LEA Lear Corp 0.0%
Value ($000) $2 Shares 11 Est. Cost $125.70 Unrealized +31.9%
PDD Pinduoduo Inc ADR 0.0%
Value ($000) $2 Shares 15 Est. Cost $177.67 Unrealized
EXPD Expeditors Intl Wash Inc 0.0%
Value ($000) $2 Shares 15 Est. Cost $71.24 Unrealized +56.7%
Liberty Interactive Corp A 0.0%
Value ($000) $2 Shares 145 Est. Cost $10.97 Unrealized
XLE Energy Select Sector SPDR 0.0%
Value ($000) $2 Shares 35 Est. Cost $67.41 Unrealized
BCS Barclays PLC 0.0%
Value ($000) $2 Shares 195 Est. Cost $7.99 Unrealized
FANG Diamondback Energy Inc 0.0%
Value ($000) $2 Shares 20 Est. Cost $29.82 Unrealized +125.6%
LRLCY L'Oreal SA ADR 0.0%
Value ($000) $2 Shares 21 Est. Cost $76.14 Unrealized
BBVA Banco Bilbao Vizcaya Argentina 0.0%
Value ($000) $2 Shares 300 Est. Cost $4.94 Unrealized
OC Owens-Corning Inc 0.0%
Value ($000) $2 Shares 19 Est. Cost $72.87 Unrealized +37.1%
FANUY Fanuc LTD Unsponsored ADR 0.0%
Value ($000) $2 Shares 77 Est. Cost $24.56 Unrealized
MGA Magna International Inc Class 0.0%
Value ($000) $2 Shares 20 Est. Cost $50.00 Unrealized +63.5%
ZURVY Zurich Insurance Group AG ADR 0.0%
Value ($000) $2 Shares 46 Est. Cost $42.26 Unrealized
RYAAY Ryanair Holdings PLC ADR 0.0%
Value ($000) $2 Shares 17 Est. Cost $110.00 Unrealized
RGA Reinsurance Group of America I 0.0%
Value ($000) $2 Shares 16 Est. Cost $155.02 Unrealized -18.7%
ASIX Advansix Inc 0.0%
Value ($000) $2 Shares 61 Est. Cost $34.71 Unrealized -21.0%
LVMUY LVMH Moet Hennessy Louis Vuitt 0.0%
Value ($000) $2 Shares 11 Est. Cost $124.73 Unrealized
Eaton Vance Risk-Mgd Divers Eq 0.0%
Value ($000) $2 Shares 150 Est. Cost $8.99 Unrealized
WSO Watsco Inc 0.0%
Value ($000) $2 Shares 6 Est. Cost $162.96 Unrealized +75.7%
aviva adr reptg two ord shs 0.0%
Value ($000) $2 Shares 153 Est. Cost $9.08 Unrealized
AMG Affiliated Managers Group Inc 0.0%
Value ($000) $2 Shares 11 Est. Cost $86.25 Unrealized +84.7%
ADDYY Adidas AG ADR 0.0%
Value ($000) $2 Shares 9 Est. Cost $183.00 Unrealized
AIQUY Air Liquide SA ADR 0.0%
Value ($000) $2 Shares 48 Est. Cost $32.85 Unrealized
Vimeo Inc 0.0%
Value ($000) $2 Shares 34 Est. Cost $49.00 Unrealized
GreenSky Inc 0.0%
Value ($000) $2 Shares 300 Est. Cost $6.19 Unrealized
RSG Republic Services Inc 0.0%
Value ($000) $2 Shares 15 Est. Cost $88.75 Unrealized +13.9%
DNB ASA Sponsored ADR 0.0%
Value ($000) $2 Shares 75 Est. Cost $19.63 Unrealized
ACCO ACCO Brands Corp 0.0%
Value ($000) $2 Shares 188 Est. Cost $5.52 Unrealized +24.2%
MRAAY Murata Manufacturing Co LTD AD 0.0%
Value ($000) $2 Shares 84 Est. Cost $22.57 Unrealized
HMC Honda Motor LTD AMER SHS 0.0%
Value ($000) $2 Shares 50 Est. Cost $30.20 Unrealized
Foot Locker Inc 0.0%
Value ($000) $2 Shares 26 Est. Cost $40.42 Unrealized
APA APA Corp 0.0%
Value ($000) $2 Shares 74 Est. Cost $16.01 Unrealized +12.7%
AAGIY AIG Group Ltd ADR 0.0%
Value ($000) $2 Shares 32 Est. Cost $49.00 Unrealized
TWLO Twilio Inc Cl A 0.0%
Value ($000) $2 Shares 4 Est. Cost $312.48 Unrealized +11.1%
EADSY Airbus SE 0.0%
Value ($000) $2 Shares 49 Est. Cost $27.47 Unrealized
FNMA Fannie Mae 0.0%
Value ($000) $2 Shares 1,000 Est. Cost $2.22 Unrealized -2.5%
BH/A Biglari Holdings Inc Class A 0.0%
Value ($000) $2 Shares 2 Est. Cost $994.08 Unrealized -22.9%
TTD The Trade Desk Class A 0.0%
Value ($000) $2 Shares 20 Est. Cost $65.06 Unrealized -1.8%
CMPGY Compass Group PLC ADR 0.0%
Value ($000) $2 Shares 73 Est. Cost $18.63 Unrealized
CVNA CARVANA CO CL A 0.0%
Value ($000) $2 Shares 5 Est. Cost $228.56 Unrealized +19.0%
VXRT Vaxart Inc 0.0%
Value ($000) $1 Shares 200 Est. Cost $7.69 Unrealized -9.2%
SLF Sun Life Financial Inc 0.0%
Value ($000) $1 Shares 29 Est. Cost $43.31 Unrealized +22.0%
AZO Autozone Inc 0.0%
Value ($000) $1 Shares 1 Est. Cost $1158.08 Unrealized +25.2%
RRX Regal Beloit Ord Shs 0.0%
Value ($000) $1 Shares 11 Est. Cost $110.43 Unrealized +27.8%
VCISY Vinci ADR 0.0%
Value ($000) $1 Shares 55 Est. Cost $24.89 Unrealized
UNCRY UniCredit S.p.A. ADR 0.0%
Value ($000) $1 Shares 247 Est. Cost $4.68 Unrealized
JBL Jabil Ciircuit Inc 0.0%
Value ($000) $1 Shares 25 Est. Cost $37.14 Unrealized +45.8%
EWS iShares MSCI Singapore Capped 0.0%
Value ($000) $1 Shares 62 Est. Cost $26.68 Unrealized
MQBKY Macquarie Group ADR 0.0%
Value ($000) $1 Shares 12 Est. Cost $106.83 Unrealized
CFRUY CIE Financiere Richemont SA AD 0.0%
Value ($000) $1 Shares 117 Est. Cost $9.06 Unrealized
WPP WPP PLC ADR 0.0%
Value ($000) $1 Shares 20 Est. Cost $54.10 Unrealized
ASOMY ASOS PLC ADR 0.0%
Value ($000) $1 Shares 20 Est. Cost $65.40 Unrealized
PINS Pinterest Inc Cl A 0.0%
Value ($000) $1 Shares 17 Est. Cost $59.99 Unrealized +16.2%
STLD Steel Dynamics Inc 0.0%
Value ($000) $1 Shares 22 Est. Cost $31.85 Unrealized +71.0%
PHM Pulte Group Inc 0.0%
Value ($000) $1 Shares 24 Est. Cost $42.08 Unrealized +27.0%
LEG Leggett & Platt Inc. 0.0%
Value ($000) $1 Shares 25 Est. Cost $42.55 Unrealized +22.3%
JMPLY Johnson Matthey PLC ADR 0.0%
Value ($000) $1 Shares 15 Est. Cost $66.87 Unrealized
HOPE Hope Bancorp Inc 0.0%
Value ($000) $1 Shares 91 Est. Cost $9.31 Unrealized +62.8%
AGO Assured Guaranty LTD 0.0%
Value ($000) $1 Shares 27 Est. Cost $27.10 Unrealized +61.4%
KGFHY Kingfisher PLC ADR 0.0%
Value ($000) $1 Shares 124 Est. Cost $7.40 Unrealized
ALK Alaska Air Group Inc 0.0%
Value ($000) $1 Shares 21 Est. Cost $44.98 Unrealized +50.0%
SEOAY Stora Enso Oyj ADR 0.0%
Value ($000) $1 Shares 69 Est. Cost $19.14 Unrealized
PUK Prudential PLC ADR 0.0%
Value ($000) $1 Shares 33 Est. Cost $36.94 Unrealized
ERIC Ericsson L M Tel Co 0.0%
Value ($000) $1 Shares 99 Est. Cost $11.79 Unrealized
ISNPY Intesa Sanpaolo-Spon ADR 0.0%
Value ($000) $1 Shares 75 Est. Cost $14.04 Unrealized
SMCAY SMC Corp ADR 0.0%
Value ($000) $1 Shares 42 Est. Cost $30.48 Unrealized
SMFG Sumitomo Mitsui Financial Grou 0.0%
Value ($000) $1 Shares 174 Est. Cost $6.17 Unrealized
ALGN Align Technology Inc 0.0%
Value ($000) $1 Shares 2 Est. Cost $449.62 Unrealized +31.6%
EFX Equifax Inc 0.0%
Value ($000) $1 Shares 5 Est. Cost $162.01 Unrealized +33.5%
AMADY Amadeus IT Holding SA ADR 0.0%
Value ($000) $1 Shares 17 Est. Cost $72.88 Unrealized
SVNDY Seven & i Holdings Co Ltd ADR 0.0%
Value ($000) $1 Shares 50 Est. Cost $17.72 Unrealized
LEN Lennar Corporation 0.0%
Value ($000) $1 Shares 12 Est. Cost $69.65 Unrealized +29.7%
LILA Liberty Latin America Class A 0.0%
Value ($000) $1 Shares 85 Est. Cost $12.12 Unrealized +15.2%
BWA BorgWarner Inc 0.0%
Value ($000) $1 Shares 24 Est. Cost $35.78 Unrealized +15.0%
CROX Crocs Inc 0.0%
Value ($000) $1 Shares 10 Est. Cost $57.09 Unrealized +72.4%
MIELY Mitsubishi Electric Corp ADR 0.0%
Value ($000) $1 Shares 40 Est. Cost $30.15 Unrealized
London Stock Exchange Group Un 0.0%
Value ($000) $1 Shares 42 Est. Cost $30.79 Unrealized
Hess Corp 0.0%
Value ($000) $1 Shares 13 Est. Cost $52.77 Unrealized
MPWR Monolithic Power Systems Inc. 0.0%
Value ($000) $1 Shares 3 Est. Cost $308.64 Unrealized +10.2%
JD JD.com Inc ADR 0.0%
Value ($000) $1 Shares 14 Est. Cost $87.93 Unrealized
Pernod Ricard ADR 0.0%
Value ($000) $1 Shares 25 Est. Cost $38.36 Unrealized
NOW ServiceNow Inc 0.0%
Value ($000) $1 Shares 2 Est. Cost $103.99 Unrealized -2.5%
IBN ICICI Bank Ltd ADR 0.0%
Value ($000) $1 Shares 64 Est. Cost $14.86 Unrealized
MUFG MITSUBISHI UFJ FINL GR SPONSOR 0.0%
Value ($000) $1 Shares 195 Est. Cost $4.43 Unrealized
SMMNY Siemens Healthineers ADR 0.0%
Value ($000) $1 Shares 35 Est. Cost $25.69 Unrealized
BBU Brookfield Business Partners L 0.0%
Value ($000) $1 Shares 36 Est. Cost $36.00 Unrealized
NTIOF National Bank of Canada Ord Sh 0.0%
Value ($000) $1 Shares 14 Est. Cost $44.08 Unrealized +41.2%
RWEOY RWE AG ADR 0.0%
Value ($000) $1 Shares 29 Est. Cost $42.31 Unrealized
DSDVY DSV Panalpina A/S Unsponsored 0.0%
Value ($000) $1 Shares 9 Est. Cost $83.78 Unrealized
PPRUY Kering ADR 0.0%
Value ($000) $1 Shares 12 Est. Cost $72.75 Unrealized
EQNR Equinor ASA ADR 0.0%
Value ($000) $1 Shares 49 Est. Cost $16.43 Unrealized
Barrick Gold Corp 0.0%
Value ($000) $1 Shares 50 Est. Cost $19.80 Unrealized
TSN Tyson Foods 0.0%
Value ($000) $1 Shares 14 Est. Cost $53.24 Unrealized +26.3%
AKZOY AKZO Nobel NV ADR 0.0%
Value ($000) $1 Shares 25 Est. Cost $35.84 Unrealized
ENGIY Engie S.A. ADR 0.0%
Value ($000) $1 Shares 75 Est. Cost $15.32 Unrealized
SZKMY Suzuki Motor Corp ADR 0.0%
Value ($000) $1 Shares 6 Est. Cost $185.33 Unrealized
IX Orix Corporation 0.0%
Value ($000) $1 Shares 12 Est. Cost $77.33 Unrealized
FDS FactSet Research Systems Inc 0.0%
Value ($000) $1 Shares 3 Est. Cost $314.73 Unrealized -0.4%
SHECY Shin-Etsu Chemical Co Ltd ADR 0.0%
Value ($000) $1 Shares 24 Est. Cost $24.65 Unrealized
SAXPY Sampo Oyj 0.0%
Value ($000) $1 Shares 43 Est. Cost $21.14 Unrealized
BYD Boyd Gaming Inc 0.0%
Value ($000) $1 Shares 16 Est. Cost $35.28 Unrealized +71.5%
Pioneer Nat Res Co 0.0%
Value ($000) $1 Shares 6 Est. Cost $114.50 Unrealized
TKOMY Tokio Marine Holdings Inc ADR 0.0%
Value ($000) $1 Shares 21 Est. Cost $51.43 Unrealized
SAIC Science Applications Internati 0.0%
Value ($000) $1 Shares 11 Est. Cost $82.29 Unrealized +8.5%
WDAY Workday Inc 0.0%
Value ($000) $1 Shares 4 Est. Cost $224.69 Unrealized +7.0%
MAN ManpowerGroup 0.0%
Value ($000) $1 Shares 8 Est. Cost $82.21 Unrealized +43.6%
PRYMY Prysmian SpA Milano Unsponsore 0.0%
Value ($000) $1 Shares 53 Est. Cost $17.79 Unrealized
SGI Tempur Sealy International Inc 0.0%
Value ($000) $1 Shares 24 Est. Cost $24.39 Unrealized +57.1%
RCRUY Recruit Holdings Co Ltd ADR 0.0%
Value ($000) $1 Shares 95 Est. Cost $8.37 Unrealized
SVNLY Svenska Handelsbanken AB ADR 0.0%
Value ($000) $1 Shares 164 Est. Cost $5.03 Unrealized
JCI Johnson Controls Intl PLC 0.0%
Value ($000) $1 Shares 13 Est. Cost $40.18 Unrealized +46.7%
KMTUY Komatsu Ltd ADR 0.0%
Value ($000) $1 Shares 36 Est. Cost $27.28 Unrealized
KIGRY Kion Group ADR 0.0%
Value ($000) $1 Shares 33 Est. Cost $21.76 Unrealized
GL Globe Life Inc 0.0%
Value ($000) $1 Shares 9 Est. Cost $85.37 Unrealized +15.4%
DXCM DexCom Inc 0.0%
Value ($000) $1 Shares 2 Est. Cost $89.29 Unrealized +7.6%
FND Floor & Decor Holdings Inc 0.0%
Value ($000) $1 Shares 8 Est. Cost $83.41 Unrealized +24.5%
THKLY THK Co ADR 0.0%
Value ($000) $1 Shares 56 Est. Cost $16.13 Unrealized
ICAGY International Consolidated Air 0.0%
Value ($000) $1 Shares 170 Est. Cost $4.37 Unrealized
SNAP Snap Inc Class A 0.0%
Value ($000) $1 Shares 12 Est. Cost $41.54 Unrealized +44.5%
EXPGY Experian PLC ADR 0.0%
Value ($000) $1 Shares 21 Est. Cost $37.95 Unrealized
REZI Resideo Technologies 0.0%
Value ($000) $1 Shares 27 Est. Cost $20.44 Unrealized +44.9%
VRTX Vertex Pharmaceuticals Inc. 0.0%
Value ($000) $1 Shares 4 Est. Cost $268.03 Unrealized -22.0%
HDB HDFC Bank LTD ADR 0.0%
Value ($000) $1 Shares 11 Est. Cost $72.27 Unrealized
KBCSY KBC Group SA/NV ADR 0.0%
Value ($000) $1 Shares 21 Est. Cost $35.05 Unrealized
SAFRY Safran SA ADR 0.0%
Value ($000) $1 Shares 23 Est. Cost $35.48 Unrealized
ALSN Allison Transmission Holdings 0.0%
Value ($000) $1 Shares 20 Est. Cost $37.00 Unrealized +6.7%
OMRNY Omron Corp ADR 0.0%
Value ($000) $1 Shares 10 Est. Cost $89.10 Unrealized
TTNDY Techtronic Industries Co Ltd A 0.0%
Value ($000) $1 Shares 9 Est. Cost $29.57 Unrealized
UAL United Continental Holdings In 0.0%
Value ($000) $1 Shares 15 Est. Cost $40.45 Unrealized +37.1%
LNG Cheniere Energy Inc 0.0%
Value ($000) $1 Shares 9 Est. Cost $53.63 Unrealized +51.7%
PFGC Performance Food Group Co 0.0%
Value ($000) $1 Shares 16 Est. Cost $42.14 Unrealized +25.3%
Redfin Corp 0.0%
Value ($000) $1 Shares 12 Est. Cost $68.67 Unrealized
EQH Equitable Holdings Inc 0.0%
Value ($000) $1 Shares 25 Est. Cost $20.60 Unrealized +41.0%
EPR EPR Properties 0.0%
Value ($000) $1 Shares 14 Est. Cost $55.79 Unrealized
PSMMY Persimmon PLC ADR 0.0%
Value ($000) $1 Shares 9 Est. Cost $75.67 Unrealized
IQV IQVIA Holdings Inc 0.0%
Value ($000) $1 Shares 3 Est. Cost $168.50 Unrealized +37.0%
PAYC Paycom Software Inc 0.0%
Value ($000) $1 Shares 2 Est. Cost $390.57 Unrealized -11.0%
AHKSY Asahi Kasei Corp ADR 0.0%
Value ($000) $1 Shares 33 Est. Cost $20.42 Unrealized
SSUMY Sumitomo Corp 0.0%
Value ($000) $1 Shares 54 Est. Cost $13.22 Unrealized
DHI D R Horton Inc 0.0%
Value ($000) $1 Shares 8 Est. Cost $69.25 Unrealized +29.4%
CRH Plc ADR 0.0%
Value ($000) $1 Shares 14 Est. Cost $34.45 Unrealized
WTKWY Wolters Kluwer NV ADR 0.0%
Value ($000) $1 Shares 7 Est. Cost $84.43 Unrealized
TCCPY TechnoPro Holdings Inc ADR 0.0%
Value ($000) $1 Shares 46 Est. Cost $16.57 Unrealized
LYG Lloyds TSB Group PLC Sponsored 0.0%
Value ($000) $1 Shares 263 Est. Cost $1.96 Unrealized
PNGAY Ping An Insurance Group ADR 0.0%
Value ($000) $1 Shares 34 Est. Cost $24.50 Unrealized
UOVEY United Overseas Bank LTD 0.0%
Value ($000) $1 Shares 17 Est. Cost $38.74 Unrealized
ASAZY Assa Abloy AB 0.0%
Value ($000) $1 Shares 43 Est. Cost $12.33 Unrealized
BURL Burlington Stores Inc 0.0%
Value ($000) $1 Shares 2 Est. Cost $222.79 Unrealized +42.9%
EWM iShares MSCI Malaysia (Free) E 0.0%
Value ($000) $1 Shares 25 Est. Cost $36.16 Unrealized
EKTAY Elekta B Shs Unsponsored B Sha 0.0%
Value ($000) $1 Shares 44 Est. Cost $13.45 Unrealized
Panasonic Corp Spon ADR 0.0%
Value ($000) $1 Shares 53 Est. Cost $11.53 Unrealized
TLPFY Teleperformance SE ADR 0.0%
Value ($000) $1 Shares 3 Est. Cost $166.00 Unrealized
Australia & New Zealand Bankin 0.0%
Value ($000) $1 Shares 28 Est. Cost $17.50 Unrealized
CHDN Churchill Downs Inc 0.0%
Value ($000) $1 Shares 3 Est. Cost $89.14 Unrealized +13.4%
MAS Masco Corp 0.0%
Value ($000) $1 Shares 10 Est. Cost $50.31 Unrealized +12.4%
NJDCY Nidec Corporation 0.0%
Value ($000) $1 Shares 20 Est. Cost $31.45 Unrealized
FIVE Five Below Inc 0.0%
Value ($000) $1 Shares 3 Est. Cost $148.09 Unrealized +29.0%
VTR Ventas Inc 0.0%
Value ($000) $1 Shares 10 Est. Cost $38.61 Unrealized +22.9%
ALIZY Allianz SE ADR 0.0%
Value ($000) $1 Shares 23 Est. Cost $16.95 Unrealized
OTSKY Otsuka Holdings Co LTD ADR 0.0%
Value ($000) $1 Shares 27 Est. Cost $21.41 Unrealized
SYIEY Symrise Ag ADR 0.0%
Value ($000) $1 Shares 16 Est. Cost $33.19 Unrealized
SEDG Solaredge Technologies Inc 0.0%
Value ($000) $1 Shares 2 Est. Cost $276.37 Unrealized -8.9%
ENPH Enphase Energy Inc 0.0%
Value ($000) $1 Shares 3 Est. Cost $126.83 Unrealized +15.7%
CRRFY Carrefour SA ADR 0.0%
Value ($000) $1 Shares 138 Est. Cost $3.25 Unrealized
MSCI MSCI Inc 0.0%
Value ($000) $1 Shares 1 Est. Cost $372.43 Unrealized +21.9%
CKHUY CK Hutchinson Holdings LTD ADR 0.0%
Value ($000) $1 Shares 68 Est. Cost $6.97 Unrealized
BMRN Biomarin Pharmaceutical Inc 0.0%
Value ($000) $1 Shares 6 Est. Cost $79.28 Unrealized -0.0%
TDOC Teladoc Health Inc 0.0%
Value ($000) $0 Shares 3 Est. Cost $203.34 Unrealized -20.3%
NICE Nice Ltd ADR 0.0%
Value ($000) $0 Shares 2 Est. Cost $283.50 Unrealized
OKTA Okta, Inc 0.0%
Value ($000) $0 Shares 2 Est. Cost $237.69 Unrealized +1.5%
NBIX Neurocrine Biosciences Inc 0.0%
Value ($000) $0 Shares 5 Est. Cost $96.59 Unrealized -0.8%
HEINY Heineken NV ADR 0.0%
Value ($000) $0 Shares 8 Est. Cost $55.75 Unrealized
MTCH Match Group Inc 0.0%
Value ($000) $0 Shares 3 Est. Cost $129.23 Unrealized +10.8%
SWDBY Swedbank AB ADR 0.0%
Value ($000) $0 Shares 26 Est. Cost $17.54 Unrealized
Amcor PLC 0.0%
Value ($000) $0 Shares 42 Est. Cost $9.23 Unrealized +6.4%
BKR Baker Hughes Co 0.0%
Value ($000) $0 Shares 21 Est. Cost $15.41 Unrealized +33.3%
RELX Relx PLC ADR 0.0%
Value ($000) $0 Shares 18 Est. Cost $24.67 Unrealized
DKILY Daikin Industries LTD ADR 0.0%
Value ($000) $0 Shares 25 Est. Cost $22.20 Unrealized
FSNUY Fresenius SE & Co KGaA ADR 0.0%
Value ($000) $0 Shares 35 Est. Cost $11.57 Unrealized
NVZMY Novozymes A/S ADR 0.0%
Value ($000) $0 Shares 6 Est. Cost $57.50 Unrealized
DY Dycom Industries Inc 0.0%
Value ($000) $0 Shares 6 Est. Cost $68.94 Unrealized +25.0%
SK Telecom Co Ltd ADR 0.0%
Value ($000) $0 Shares 14 Est. Cost $24.50 Unrealized
II VI Inc 0.0%
Value ($000) $0 Shares 6 Est. Cost $76.00 Unrealized
SHAK Shake Shack Inc Cl A 0.0%
Value ($000) $0 Shares 4 Est. Cost $77.61 Unrealized +30.0%
Spirit Airlines Inc 0.0%
Value ($000) $0 Shares 14 Est. Cost $24.43 Unrealized
INCY Incyte Corporation 0.0%
Value ($000) $0 Shares 5 Est. Cost $86.51 Unrealized -3.6%
STM STMicroelectronics NV ADR 0.0%
Value ($000) $0 Shares 11 Est. Cost $37.09 Unrealized
MHK Mohawk Industries Inc 0.0%
Value ($000) $0 Shares 2 Est. Cost $120.50 Unrealized +68.9%
VLEEY Valeo SA ADR 0.0%
Value ($000) $0 Shares 25 Est. Cost $19.76 Unrealized
OXY/WS Occidental Petroleum Corp Warr 0.0%
Value ($000) $0 Shares 27 Est. Cost $3.00 Unrealized
DBOEY Deutsche Boerse AG ADR 0.0%
Value ($000) $0 Shares 21 Est. Cost $17.05 Unrealized
BEN Franklin Resources Inc 0.0%
Value ($000) $0 Shares 11 Est. Cost $24.16 Unrealized +6.4%
CSLLY CSL Ltd ADR 0.0%
Value ($000) $0 Shares 3 Est. Cost $109.33 Unrealized
REAL RealReal Inc 0.0%
Value ($000) $0 Shares 16 Est. Cost $15.42 Unrealized +32.5%
SNN Smith & Nephew PLC ADR 0.0%
Value ($000) $0 Shares 7 Est. Cost $42.14 Unrealized
TNDM Tandem Diabetes Care Ord Shs 0.0%
Value ($000) $0 Shares 3 Est. Cost $103.06 Unrealized -13.5%
GTM ZoomInfo Technologies Inc 0.0%
Value ($000) $0 Shares 5 Est. Cost $43.07 Unrealized +9.1%
TPH TRI Pointe Group Inc 0.0%
Value ($000) $0 Shares 12 Est. Cost $17.68 Unrealized +29.5%
Turning Point Therapeutics Inc 0.0%
Value ($000) $0 Shares 3 Est. Cost $122.00 Unrealized
EXEL Exelixis Inc 0.0%
Value ($000) $0 Shares 12 Est. Cost $20.93 Unrealized +11.4%
IRTC iRhythm Technologies Inc 0.0%
Value ($000) $0 Shares 3 Est. Cost $227.91 Unrealized -65.2%
TMHC Taylor Morrison Home Corp 0.0%
Value ($000) $0 Shares 7 Est. Cost $25.50 Unrealized +16.5%
Nevro Corp Com 0.0%
Value ($000) $0 Shares 1 Est. Cost $173.00 Unrealized
ANGL VanEck Vectors Fallen Angel Hi 0.0%
Value ($000) $0 Shares 5 Est. Cost $32.00 Unrealized
PLNT Planet Fitness Inc 0.0%
Value ($000) $0 Shares 2 Est. Cost $69.94 Unrealized +13.8%
GTX Garrett Motion Inc 0.0%
Value ($000) $0 Shares 16 Est. Cost $13.59 Unrealized -51.3%
HYLB Xtrackers USD High Yld Corpora 0.0%
Value ($000) $0 Shares 3 Est. Cost $50.00 Unrealized
Aurora Cannabis Inc 0.0%
Value ($000) $0 Shares 12 Est. Cost $12.42 Unrealized
BHF Brighthouse Financial Inc. 0.0%
Value ($000) $0 Shares 2 Est. Cost $52.62 Unrealized -10.7%
MDYG SPDR S&P 400 Mid Cap Growth ET 0.0%
Value ($000) $0 Shares 1 Est. Cost $78.00 Unrealized
MDYV SPDR S&P 400 Mid Cap Value ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost $68.00 Unrealized
Titan Medical Inc 0.0%
Value ($000) $0 Shares 33 Est. Cost $5.61 Unrealized
Terra Tech Corp 0.0%
Value ($000) $0 Shares 134 Est. Cost $0.36 Unrealized
Nektar Therapeutics Inc 0.0%
Value ($000) $0 Shares 2 Est. Cost $17.00 Unrealized
VSMD Vasamed Inc 0.0%
Value ($000) $0 Shares 24,613 Est. Cost $0.01 Unrealized -26.5%
Western Asset Global High Inc 0.0%
Value ($000) $0 Shares 2 Est. Cost $9.47 Unrealized
NOK Nokia Corporation Sponsored AD 0.0%
Value ($000) $0 Shares 2 Est. Cost $4.00 Unrealized
RINO RINO International Corporation 0.0%
Value ($000) $0 Shares 100 Est. Cost $0.00 Unrealized +20703.9%
L & L Energy Inc 0.0%
Value ($000) $0 Shares 179 Est. Cost Unrealized
CCFLU CCF Holdings LLC 0.0%
Value ($000) $0 Shares 3,274 Est. Cost Unrealized
Sodastream Intl Ltd USD Shs 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
Cardia Inc 0.0%
Value ($000) $0 Shares 5,702 Est. Cost Unrealized
Key Energy Services Inc Exp 12 0.0%
Value ($000) $0 Shares 8 Est. Cost Unrealized
Preferred Apt Community Warran 0.0%
Value ($000) $0 Shares 100 Est. Cost Unrealized
Encorium Group Inc 0.0%
Value ($000) $0 Shares 52 Est. Cost Unrealized
Wichita Develpoment Corp 0.0%
Value ($000) $0 Shares 333 Est. Cost Unrealized