Portfolio Performance History

FILE DATEREPORT PERIODQTR YEARFILE TYPENOS. OF STOCKSREPORTED VALUERETURN
2021-04-192021-03-31Q1_202113F-HR420$2,212,750,0009.02%
2021-01-132020-12-31Q4_202013F-HR459$2,029,690,00010.29%
2020-10-272020-09-30Q3_202013F-HR452$1,840,328,0005.08%
2020-07-282020-06-30Q2_202013F-HR437$1,751,426,00021.08%
2020-04-162020-03-31Q1_202013F-HR441$1,446,460,000-10.39%
2020-02-062019-12-31Q4_201913F-HR475$1,614,197,00015.89%
2019-10-252019-09-30Q3_201913F-HR342$1,392,815,0004.55%
2019-08-132019-06-30Q2_201913F-HR347$1,332,158,0007.28%
2019-05-022019-03-31Q1_201913F-HR457$1,241,736,00017.62%
2019-02-042018-12-31Q4_201813F-HR312$1,055,699,000-11.38%
2018-10-312018-09-30Q3_201813F-HR432$1,191,310,00013.13%
2018-07-272018-06-30Q2_201813F-HR398$1,053,009,0006.87%
2018-05-032018-03-31Q1_201813F-HR412$985,309,0003.90%
2018-02-082017-12-31Q4_201713F-HR313$948,319,00021.68%
2017-11-082017-09-30Q3_201713F-HR275$779,378,00010.63%
2017-08-022017-06-30Q2_201713F-HR477$704,460,00038.96%
2017-05-032017-03-31Q1_201713F-HR246$506,934,0009.60%
2017-02-152016-12-31Q4_201613F-HR230$462,512,0004.11%
2016-11-152016-09-30Q3_201613F-HR289$444,271,0002.11%
2016-08-022016-06-30Q2_201613F-HR281$435,073,00011.59%

Portfolio Details

Stock NameTickersValueCurrent Value (x1000)Change Value %WeightComputed PriceShares Change %Current Shares
VANGUARD INDEX FDSVOOINCR$126,3950.07%5.71%$356.97-0.01%354,079
S & P DEPOSITORY RECEIPTSSPYINCR$85,7180.08%3.87%$392.520.01%218,381
APPLE INCAAPLDECR$66,980-0.07%3.03%$124.43-0.04%538,313
MICROSOFT CORPMSFTINCR$60,0720.03%2.71%$233.43-0.03%257,342
PINNACLE FINL PARTNERS INCPNFPINCR$58,9830.34%2.67%$88.66-0.02%665,277
ISHARES TRIWFINCR$42,1500.01%1.90%$242.81-0.01%173,596
AMAZON COM INCAMZNDECR$40,493-0.03%1.83%$3145.820.00%12,872
J P MORGAN CHASE & CO COMJPMINCR$39,6540.25%1.79%$145.970.02%271,657
VANGUARD TAX-MANAGED INTL FDVEAINCR$35,0010.10%1.58%$48.560.03%720,706
ISHARES TRIEIINCR$34,2161.34%1.55%$129.891.40%263,421
VANGUARD INDEX FDSVUGDECR$31,444-0.22%1.42%$257.04-0.23%122,329
UNITEDHEALTH GROUP INCUNHINCR$29,4640.10%1.33%$363.220.01%81,118
VISA INCVINCR$28,9120.02%1.31%$213.740.02%135,270
ISHARES TRSHYINCR$28,0124.70%1.27%$86.254.71%324,778
VANGUARD SCOTTSDALE FDSVCSHINCR$27,3230.09%1.23%$82.900.09%329,594
ALPHABET INC USD 0.001 CLS AGOOGLINCR$27,1040.19%1.22%$1950.210.01%13,898
INTEL CORPINTCINCR$25,5910.39%1.16%$61.400.13%416,797
HCA HEALTHCARE INCHCAINCR$24,9360.25%1.13%$176.980.03%140,899
VANGUARD INTL EQUITY INDEX FVWOINCR$24,9550.09%1.13%$51.330.01%486,207
VANGUARD MUN BD FDSVTEBINCR$23,5890.21%1.07%$54.980.20%429,015
HOME DEPOT INCHDINCR$23,4460.13%1.06%$303.67-0.01%77,210
ISHARES MSCI EAFE ETFEFAINCR$23,2400.10%1.05%$75.800.06%306,616
ISHARES TRIWDINCR$22,8410.10%1.03%$150.97-0.01%151,297
EMERSON ELEC COEMRINCR$22,5230.28%1.02%$88.320.12%255,012
LOCKHEED MARTIN CORPLMTINCR$21,8770.12%0.99%$369.200.08%59,255
PAYPAL HLDGS INCPYPLINCR$21,4160.10%0.97%$239.030.01%89,597
VANGUARD INDEX FDSVTIINCR$21,2050.12%0.96%$206.430.05%102,720
AMGENAMGNINCR$20,4280.42%0.92%$248.720.31%82,133
AUTOMATIC DATA PROCESSINGADPBUY$19,3360.00%0.87%$188.470.00%102,593
UNION PAC CORPUNPINCR$18,2840.08%0.83%$216.300.02%84,530
NEXTERA ENERGY INC COMNEEDECR$17,948-0.05%0.81%$75.62-0.03%237,354
NIKE INCNKEDECR$17,656-0.09%0.80%$132.88-0.03%132,867
UNITED PARCEL SERVICEUPSINCR$17,7290.07%0.80%$169.980.06%104,301
US BANCORP DEL COMPANYUSBINCR$17,2550.62%0.78%$55.180.36%312,683
JOHNSON & JOHNSONJNJINCR$16,8490.01%0.76%$164.15-0.03%102,646
HONEYWELL INTL INCHONINCR$16,4610.10%0.74%$216.140.03%76,160
SPDR GOLD TRGLDINCR$15,7620.01%0.71%$160.340.12%98,302
ISHARES TRIWMINCR$15,5690.33%0.70%$210.640.12%73,914
ISHARES TR S&P MIDCAP 400 INDEX FUNDIJHINCR$14,9190.16%0.67%$259.750.02%57,435
CHEVRON CORP NEWCVXINCR$14,6250.44%0.66%$104.360.16%140,144
TRUIST FINL CORPTFCINCR$14,5900.39%0.66%$58.320.15%250,175
PROCTER AND GAMBLE COPGDECR$14,414-0.04%0.65%$135.61-0.01%106,290
VERIZON COMMUNICATIONS INCVZDECR$14,493-0.17%0.65%$58.17-0.16%249,145
VANGUARD SCOTTSDALE FDSVCITDECR$13,793-0.05%0.62%$93.03-0.01%148,270
EATON CORP PLCETNINCR$13,4740.18%0.61%$138.040.02%97,606
FACEBOOK INCFBINCR$13,3570.02%0.60%$284.12-0.04%47,012
SPDR DOW JONES INDL AVERAGEDIAINCR$13,0020.09%0.59%$318.760.00%40,789
VANGUARD INDEX FDSVOINCR$13,1030.03%0.59%$221.07-0.04%59,272
BLACKROCK ULTRA SHORT-TERM BOND ETFICSHBUY$12,7910.00%0.58%$50.520.00%253,177
PEPSICO INCPEPDECR$12,758-0.22%0.58%$141.45-0.19%90,195
DIGITAL RLTY TR INCDLRINCR$12,6751.27%0.57%$140.841.25%89,995
AT&T INCTINCR$12,3340.93%0.56%$29.510.88%418,007
COMCAST CORP NEWCMCSAINCR$12,4700.04%0.56%$54.070.00%230,616
ABBVIE INCABBVINCR$11,9800.03%0.54%$108.200.02%110,726
ISHARES S&P SMALL-CAP 600 GROWTH ETFIJTINCR$11,9240.12%0.54%$127.030.03%93,867
VANGUARD WHITEHALL FDSVYMINCR$11,7660.59%0.53%$101.090.44%116,394
CVS HEALTH CORPORATIONCVSINCR$11,4040.16%0.52%$69.870.01%163,218
ISHARES TRIJRINCR$11,4610.21%0.52%$108.530.02%105,605
VALERO ENERGYVLOINCR$11,3980.83%0.52%$71.450.44%159,520
BLACKROCK INC USD 0.01BLKINCR$11,1960.29%0.51%$753.990.23%14,849
DANAHER CORPORATIONDHRINCR$11,3790.02%0.51%$224.890.01%50,597
PFIZER COMPANY INCPFEINCR$11,2750.16%0.51%$36.240.18%311,098
SPDR SER TRSPSBINCR$11,3670.15%0.51%$31.310.15%363,031
DUKE ENERGY CORP NEWDUKINCR$11,0080.09%0.50%$96.440.04%114,145
ISHARES CORE S&P 500 INDEX ETFIVVDECR$11,134-0.18%0.50%$390.23-0.23%28,532
S&P GLOBAL INCSPGIINCR$11,1620.03%0.50%$352.88-0.04%31,631
SPDR S&P MIDCAP 400 ETF TR ZMDYINCR$11,1130.15%0.50%$474.310.01%23,430
WEYERHAEUSER CO MTN BEWYDECR$10,727-0.02%0.48%$35.60-0.08%301,324
CISCO SYSTEMSCSCOINCR$10,2680.54%0.46%$51.560.33%199,150
VANGUARD SMALL-CAP GROWTH INDEX FUNDVBKINCR$10,2500.19%0.46%$274.520.15%37,338
AUTOZONE INCAZOINCR$9,8560.08%0.45%$1225.260.04%8,044
BANK MONTREAL QUEBMOINCR$9,8790.27%0.45%$89.120.09%110,850
COCA COLA COKODECR$9,915-0.17%0.45%$52.71-0.13%188,108
TJX COMPANIES, INC.TJXINCR$9,9650.10%0.45%$67.270.01%148,144
MEDTRONIC PLC USD 0.1MDTINCR$9,7630.08%0.44%$117.820.03%82,867
DISNEY WALT CODISINCR$9,6090.13%0.43%$184.490.10%52,085
ISHARES TRIWPDECR$9,575-0.02%0.43%$102.06-0.01%93,816
VANGUARD BD INDEX FDSBIVINCR$9,3300.09%0.42%$88.840.14%105,021
VICTORY PORTFOLIOS IIVSDAINCR$9,2630.11%0.42%$41.530.06%223,055
3M COMMMINCR$9,1320.25%0.41%$192.170.14%47,520
DOLLAR GEN CORP NEWDGINCR$9,0850.01%0.41%$209.400.01%43,386
CAPITAL ONE FINL CORPCOFINCR$8,8010.35%0.40%$105.200.00%83,656
LILLY ELI & COLLYDECR$8,844-0.27%0.40%$186.84-0.34%47,335
EXXON MOBIL CORPXOMINCR$8,3420.72%0.38%$53.760.31%155,158
ORACLE SYSTEMSORCLINCR$8,4330.06%0.38%$70.05-0.03%120,379
DOW HOLDINGS INC USD 0.01DOWINCR$8,2150.25%0.37%$63.940.09%128,474
KIMBERLY-CLARK CORPKMBINCR$8,2550.28%0.37%$139.050.24%59,366
COSTCO WHSL CORP NEWCOSTDECR$8,049-0.04%0.36%$352.670.02%22,823
GENERAL DYNAMICS CORPGDINCR$7,6660.16%0.35%$155.990.04%49,144
BERKSHIRE HATHAWAY INC NEWBRK/BINCR$7,6050.09%0.34%$242.92-0.01%31,306
QUALCOMM INCORPORATEDQCOMINCR$7,5210.26%0.34%$148.520.05%50,638
BK OF AMERICA CORPBACINCR$7,2430.27%0.33%$32.390.01%223,620
MONDELEZ INTERNATIONAL INCMDLZINCR$7,3810.11%0.33%$58.530.10%126,112
VANGUARD INDEX FDSVNQDECR$7,302-0.21%0.33%$91.77-0.27%79,570
OMNICOM GROUP INCOMCBUY$7,0680.00%0.32%$74.150.00%95,314
AMERICAN EXPRESS COMPANYAXPINCR$6,9210.20%0.31%$140.610.03%49,221
VANGUARD S&P SMALL-CAP 600 EVIOOINCR$6,8740.17%0.31%$198.91-0.01%34,558
GENERAL MOTORS COGMINCR$6,6870.40%0.30%$45.300.00%147,619
ISHARES SELECT DIVIDEND ETFDVYINCR$6,6560.16%0.30%$114.10-0.02%58,337
DEERE & CODEINCR$6,2040.32%0.28%$338.72-0.01%18,316
ISHARES TRLQDINCR$6,2730.01%0.28%$135.030.02%46,456
ISHARES S&P SMALL-CAP 600 VALUE ETFIJSINCR$6,2490.16%0.28%$99.11-0.02%63,048
ISHARES TRIEGAINCR$6,2480.11%0.28%$69.69-0.01%89,648
ABBOTT LABSABTINCR$6,0370.07%0.27%$119.73-0.02%50,421
CROWN CASTLE INTL CORP NEWCCIINCR$5,88213.85%0.27%$172.1312.75%34,172
ISHARES TRIGSBINCR$5,9070.03%0.27%$54.800.04%107,788
VANGUARD SMALL CAP VALUE ETFVBRINCR$6,0183.90%0.27%$165.623.21%36,337
SOUTHERN COSOINCR$5,7160.01%0.26%$62.13-0.01%91,997
ISHARES TRIEFDECR$5,506-0.43%0.25%$112.94-0.40%48,752
MICROCHIP TECHNOLOGY INC.MCHPINCR$5,6410.13%0.25%$155.220.00%36,342
MCDONALDS CORPMCDINCR$5,2400.01%0.24%$224.14-0.03%23,378
ISHARES TRIVEINCR$5,1770.13%0.23%$139.530.02%37,102
ALPHABET INCGOOGINCR$4,9710.11%0.22%$1968.71-0.06%2,525
ALTRIA GROUP INCMOINCR$4,8020.13%0.22%$51.16-0.10%93,855
CME GROUP INCCMEINCR$4,9760.61%0.22%$204.220.43%24,366
AIR PRODUCTS & CHEMICALS INCAPDINCR$4,6420.67%0.21%$281.350.63%16,499
ISHARES TREEMINCR$4,6640.42%0.21%$53.330.37%87,455
ISHARES TRIWSINCR$4,6760.11%0.21%$109.30-0.01%42,781
ISHARES TREFGDECR$4,5800.00%0.21%$100.460.00%45,589
PHILIP MORRIS INTL INCPMINCR$4,5140.19%0.20%$88.490.11%51,012
SALESFORCE.COMCRMINCR$4,4340.01%0.20%$211.870.06%20,928
WALMART INCWMTINCR$4,1160.07%0.19%$135.870.13%30,293
NVIDIA CORPORATIONNVDAINCR$3,9340.11%0.18%$533.420.08%7,375
BROOKFIELD ASSET MGMT INCBAMINCR$3,8270.18%0.17%$42.390.00%90,288
CARMAX INCKMXINCR$3,7580.17%0.17%$108.980.00%34,484
DOMINION ENERGY INCDINCR$3,8500.12%0.17%$75.940.11%50,700
WASTE MANAGEMENT INCWMINCR$3,6770.04%0.17%$128.92-0.05%28,522
WISDOMTREE TRXSOEBUY$3,7700.00%0.17%$40.690.00%92,646
AMERICAN TOWER CORP NEWAMTDECR$3,491-0.48%0.16%$238.15-0.51%14,659
ECOLAB INCECLDECR$3,441-0.01%0.16%$214.090.00%16,073
MERCK & CO INC NEWMRKDECR$3,455-0.10%0.16%$77.10-0.05%44,811
ROBERT HALF INTL INCRHIINCR$3,5450.25%0.16%$78.080.00%45,403
T-MOBILE US INCTMUSBUY$3,5240.00%0.16%$125.280.00%28,130
ISHARES MSCI EAFE VALUE ETFEFVINCR$3,2340.13%0.15%$50.960.05%63,459
ISHARES TRIVWDECR$3,120-0.12%0.14%$65.10-0.13%47,925
MOODYS CORPMCOINCR$3,1350.01%0.14%$293.400.00%10,685
NATIONAL HEALTH INVS INCNHIINCR$3,1100.01%0.14%$72.27-0.03%43,033
BLACKSTONE GROUP INCBXINCR$2,8500.15%0.13%$74.530.00%38,240
INVESCO QQQ TRQQQDECR$2,784-0.19%0.13%$318.94-0.20%8,729
MASTERCARD INCORPORATEDMADECR$2,837-0.07%0.13%$356.09-0.07%7,967
REGIONS FINANCIAL CORP NEWRFINCR$2,9860.28%0.13%$19.94-0.01%149,782
SPDR SER TRSLYVINCR$2,8390.29%0.13%$71.360.00%39,782
VANGUARD SCOTTSDALE FDSVONGINCR$2,9020.05%0.13%$250.000.04%11,608
BRISTOL MYERS SQUIBB COBMYDECR$2,633-0.06%0.12%$63.12-0.08%41,714
CITIGROUP INC COM NEWCINCR$2,6230.42%0.12%$62.760.01%41,795
EOG RES INCEOGINCR$2,7550.46%0.12%$52.100.05%52,879
INVESCO EXCHANGE TRADED FD TRSPBUY$2,6210.00%0.12%$136.100.00%19,258
SPDR SER TRSLYGINCR$2,7170.23%0.12%$79.050.00%34,371
VANECK VECTORS HIGH YIELD MUNI ETFHYDINCR$2,6770.02%0.12%$61.750.00%43,350
COPART INCCPRTINCR$2,5300.15%0.11%$122.590.04%20,638
ISHARES S&P MID-CAP 400 VALUE ETFIJJINCR$2,4960.74%0.11%$101.960.47%24,480
JONES LANG LASALLE INCJLLINCR$2,4980.37%0.11%$160.26-0.01%15,587
KKR & CO INCKKRINCR$2,4300.21%0.11%$48.720.00%49,877
STARBUCKS CORPSBUXINCR$2,3900.01%0.11%$108.25-0.08%22,078
COLGATE PALMOLIVE COCLDECR$2,271-0.05%0.10%$78.840.03%28,805
HOWARD HUGHES CORPHHCINCR$2,2130.29%0.10%$85.260.00%25,955
INTERNATIONAL BUSINESS MACHINE COMPANYIBMINCR$2,2200.00%0.10%$132.98-0.05%16,694
LOWES COS INCLOWINCR$2,1680.16%0.10%$186.190.01%11,644
THERMO FISHER SCIENTIFIC INCTMODECR$2,311-0.01%0.10%$456.360.01%5,064
VANGUARD INTL EQUITY INDEX FVEUINCR$2,1740.03%0.10%$60.63-0.01%35,858
AMERICAN ELEC PWR CO INCAEPDECR$2,036-0.24%0.09%$84.70-0.26%24,038
NETFLIX INCNFLXDECR$2,059-0.05%0.09%$534.39-0.09%3,853
RAYTHEON TECHNOLOGIES CORP USD 1.0RTXDECR$1,905-0.03%0.09%$77.04-0.11%24,727
SPDR SERIE DIVIDEND ETFSDYINCR$1,9580.08%0.09%$116.45-0.03%16,814
CATERPILLAR INCCATBUY$1,7060.00%0.08%$218.550.00%7,806
HEALTHSTREAM INCHSTMINCR$1,8580.02%0.08%$22.340.00%83,181
NATIONAL HEALTHCARE CORPNHCDECR$1,6640.00%0.08%$77.93-0.15%21,353
SHERWIN-WILLIAMS COMPANY USD1.0SHWINCR$1,7250.04%0.08%$736.860.01%2,341
SPDR NUVEEN BLOOMBERG BARCLAYS SHORT TERM MUNICIPAL BOND ETFSHMINCR$1,7990.16%0.08%$49.740.16%36,170
VANGUARD BD INDEX FDSBSVDECR$1,823-0.19%0.08%$82.19-0.18%22,181
VANGUARD DIVIDEND APPRECIATION INDEX FUNDVIGINCR$1,7981.05%0.08%$142.570.94%12,611
ALLSTATE CORPALLINCR$1,5270.02%0.07%$114.26-0.04%13,364
CLOROX CO DELCLXDECR$1,580-0.86%0.07%$192.82-0.85%8,194
GENERAL MLS INCGISINCR$1,4900.03%0.07%$61.33-0.01%24,296
ISHARES INCIEMGINCR$1,4980.07%0.07%$63.63-0.01%23,542
ISHARES TRIWRINCR$1,6230.16%0.07%$71.580.04%22,674
ISHARES TRIWNINCR$1,5280.17%0.07%$142.76-0.07%10,703
ISHARES TRHYGDECR$1,657-0.06%0.07%$87.16-0.06%19,010
ROYAL BANK OF CANADARYINCR$1,5580.14%0.07%$92.230.01%16,892
TEXAS INSTRUMENTS INCTXNINCR$1,5040.15%0.07%$188.640.00%7,973
VANGUARD STAR FDSVXUSINCR$1,6000.14%0.07%$61.130.03%26,172
ADOBE SYSTEMS INCORPORATEDADBEDECR$1,431-0.09%0.06%$475.26-0.04%3,011
CONSTELLATION BRANDS INCSTZINCR$1,3590.02%0.06%$227.33-0.02%5,978
ISHARES GOLD TRUSTIAUBUY$1,3440.00%0.06%$18.130.00%74,121
ISHARES TRSHVDECR$1,397-0.74%0.06%$110.53-0.74%12,639
LINCOLN NATL CORP INDLNCINCR$1,4070.24%0.06%$62.270.00%22,596
NORFOLK SOUTHN CORPNSCBUY$1,3990.00%0.06%$268.260.00%5,215
SELECT SECTOR SPDR TRXLVDECR$1,282-0.74%0.06%$115.83-0.75%11,068
SELECT SECTOR SPDR TRXLEDECR$1,423-0.61%0.06%$48.82-0.70%29,149
SELECT SECTOR SPDR TRXLKDECR$1,353-0.69%0.06%$132.39-0.70%10,220
STRYKER CORPORATIONSYKDECR$1,236-0.01%0.06%$243.79-0.02%5,070
ACCENTURE PLCACNINCR$1,0020.08%0.05%$276.260.02%3,627
AFLAC INCORPORATEDAFLINCR$1,2030.17%0.05%$49.550.00%24,277
APOLLO GLOBAL MGMT INCAPODECR$1,128-0.04%0.05%$47.000.00%24,000
CSX CORPCSXINCR$1,1530.05%0.05%$96.45-0.01%11,955
ENTERPRISE PRODS PARTNERS LEPDINCR$9990.12%0.05%$22.02-0.01%45,365
ISHARES TRAGGINCR$1,1240.99%0.05%$115.511.04%9,731
ISHARES TRIJKDECR$1,124-0.48%0.05%$78.39-0.52%14,338
KINDER MORGAN INC DELKMIINCR$1,0300.20%0.05%$16.37-0.01%62,908
SYSCO CORPORATIONSYYINCR$1,2170.01%0.05%$78.72-0.05%15,459
TRAVELERS COMPANIES INCTRVINCR$1,0440.11%0.05%$150.280.03%6,947
VANGUARD INDEX FDSVTVBUY$1,0610.00%0.05%$131.390.00%8,075
VANGUARDVIGIINCR$1,2010.06%0.05%$82.830.04%14,500
ASML HOLDING N VASMLINCR$9410.44%0.04%$617.450.14%1,524
BOOKING HOLDINGS INCBKNGDECR$814-0.63%0.04%$2267.41-0.71%359
CHUBB LTD CHF 24.15CBINCR$8960.04%0.04%$156.73-0.06%5,717
EATON VANCE ENHANCED EQUITY EOSINCR$7990.18%0.04%$21.690.00%36,841
FEDEX CORPFDXINCR$9550.05%0.04%$267.43-0.01%3,571
FORTUNE BRANDS HOME & SEC INFBHSBUY$8160.00%0.04%$95.840.00%8,514
GOLDMAN SACHS GROUPGSINCR$8251.25%0.04%$287.160.57%2,873
ISHARES TRPFFBUY$8740.00%0.04%$38.420.00%22,747
LINDE PLC EUR 0.001LININCR$8670.07%0.04%$274.020.00%3,164
NORTHROP GRUMMAN CORPORATION USD 1.0NOCINCR$9760.05%0.04%$318.950.02%3,060
PARKER-HANNIFIN CORPPHINCR$8702.51%0.04%$297.541.38%2,924
PAYCHEXPAYXINCR$9390.04%0.04%$97.95-0.01%9,587
SELECT SECTOR SPDR TRXLUDECR$919-0.52%0.04%$64.05-0.53%14,348
TARGET CORPTGTINCR$9900.16%0.04%$188.180.03%5,261
VANGUARD SCOTTSDALE FDSVONVINCR$9200.11%0.04%$132.890.00%6,923
VANGUARD SCOTTSDALE FDSVCLTINCR$7990.05%0.04%$101.270.15%7,890
WELLS FARGO CO NEWWFCINCR$8610.29%0.04%$35.12-0.01%24,513
WILLIAMS COS INCWMBINCR$7980.16%0.04%$23.70-0.02%33,671
ANTHEM INC USD 0.01ANTMINCR$6000.17%0.03%$341.300.01%1,758
BLACKSTONE MTG TR INCBXMTINCR$6720.27%0.03%$27.520.01%24,415
BOEING COBAINCR$6220.19%0.03%$249.90-0.01%2,489
CHIPOTLE MEXICAN GRILL INCCMGINCR$6680.15%0.03%$1421.280.12%470
ENBRIDGE INC NPVENBINCR$5900.20%0.03%$34.400.08%17,149
FISERV INCFISVINCR$6220.29%0.03%$119.020.24%5,226
FORTINET INCFTNTINCR$7660.23%0.03%$184.44-0.01%4,153
GENERAL ELECTRIC COMPANYGEINCR$6840.22%0.03%$13.140.00%52,038
GENUINE PARTS COGPCINCR$6300.16%0.03%$115.580.01%5,451
HORMEL FOODS CORPHRLDECR$610-0.01%0.03%$47.78-0.03%12,768
INTUITINTUINCR$6330.06%0.03%$383.400.05%1,651
ISHARES TRIWBBUY$6350.00%0.03%$223.990.00%2,835
ISHARES TRIYRDECR$640-0.25%0.03%$89.11-0.29%7,182
ISHARES TRIYYINCR$5550.13%0.03%$94.321.00%5,884
ISHARES TREMBDECR$704-0.06%0.03%$108.890.00%6,465
LULULEMON ATHLETICA INCLULUDECR$582-0.08%0.03%$306.800.04%1,897
PIONEER NAT RES COPXDINCR$6350.40%0.03%$113.840.05%5,578
PNC FINL SVCS GROUP INCPNCINCR$6530.29%0.03%$166.120.05%3,931
PRINCIPAL EXCHANGE-TRADED FDPREFBUY$7230.00%0.03%$20.370.00%35,497
SCHWAB INTERNATIONAL EQUITY ETFSCHFINCR$5780.15%0.03%$36.040.01%16,039
SERVICENOW INCNOWINCR$6880.01%0.03%$505.140.08%1,362
SONOCO PRODS COSONINCR$7480.07%0.03%$63.260.00%11,824
SOUTHWEST AIRLINESLUVINCR$6660.16%0.03%$46.59-0.07%14,295
STARWOOD PPTY TR INCSTWDINCR$6260.28%0.03%$19.300.00%32,437
VANGUARD INDEX FDSVOTDECR$736-0.14%0.03%$214.45-0.14%3,432
WP CAREY INCWPCDECR$683-0.09%0.03%$70.78-0.09%9,650
XYLEM INCXYLINCR$5940.03%0.03%$105.210.00%5,646
ALIGN TECHNOLOGY INCALGNINCR$4620.09%0.02%$541.620.08%853
AMEREN CORPAEEINCR$4440.04%0.02%$81.320.00%5,460
ANHEUSER BUSCH INBEV SA/NVBUDDECR$543-0.04%0.02%$64.170.00%8,462
ARES CAPITAL CORPARCCINCR$3680.21%0.02%$16.900.00%21,774
ATLASSIAN CORP PLCTEAMINCR$4690.10%0.02%$210.690.22%2,226
BERKSHIRE HATHAWAY INC DELBRK/AINCR$3860.11%0.02%$386000.000.00%1
BROADCOM LTD NPVAVGOINCR$5440.10%0.02%$462.190.03%1,177
CANADIAN IMP BK COMMCMDECR$382-0.13%0.02%$97.90-0.24%3,902
CINTAS CORPCTASDECR$479-0.03%0.02%$341.410.00%1,403
CONOCOPHILLIPS COM CL-BCOPINCR$3410.11%0.02%$48.87-0.15%6,978
DELL TECHNOLOGIES INCDELLINCR$4050.16%0.02%$82.170.00%4,929
DUPONT DE NEMOURS INC USD 0.01DDDECR$476-0.18%0.02%$77.35-0.24%6,154
ENERGY TRANSFER LPETINCR$3340.24%0.02%$7.680.00%43,511
GLAXOSMITHKLINE PLCGSKDECR$489-0.06%0.02%$35.68-0.03%13,707
HERSHEY COMPANY, THEHSYINCR$5480.05%0.02%$155.680.00%3,520
HUMANA INCHUMINCR$5470.20%0.02%$419.160.17%1,305
INSULET CORPPODDDECR$476-0.01%0.02%$260.82-0.03%1,825
INTERCONTINENTAL EXCHANGE INICEINCR$4180.24%0.02%$111.730.28%3,741
ISHARES TRITOTINCR$5350.65%0.02%$91.560.56%5,843
ISHARES TRIBBDECR$405-0.01%0.02%$150.61-0.01%2,689
ISHARES TRIWOINCR$4511.32%0.02%$293.810.76%1,535
JACOBS ENGR GROUP INCJINCR$4230.12%0.02%$129.04-0.06%3,278
L3HARRIS TECHNOLOGIES INCLHXINCR$3620.18%0.02%$202.460.10%1,788
LAUDER ESTEE COS INCELINCR$5020.11%0.02%$290.680.02%1,727
MONOLITHIC PWR SYS INCMPWRDECR$371-0.09%0.02%$352.66-0.06%1,052
MORGAN STANLEYMSINCR$3400.19%0.02%$77.820.05%4,369
NEW ORIENTAL ED & TECHNOLOGYEDUDECR$404-0.10%0.02%$13.9911.02%28,880
PROGRESSIVE CORPPGRDECR$399-0.03%0.02%$96.99-0.03%4,114
PRUDENTIAL FINANCIALPRUINCR$3380.26%0.02%$91.150.08%3,708
RINGCENTRAL INCRNGDECR$369-0.04%0.02%$298.060.22%1,238
ROPER TECHNOLOGIES INCROPDECR$378-0.02%0.02%$414.47-0.01%912
SANOFISNYINCR$5450.28%0.02%$49.460.26%11,020
SELECT SECTOR SPDR TRXLFDECR$369-0.91%0.02%$31.86-0.92%11,583
TAIWAN SEMICONDUCTOR MFG LTDTSMINCR$3440.24%0.02%$118.380.14%2,906
TC ENERGY CORPTRPINCR$3660.17%0.02%$45.750.04%8,000
TREX CO INCTREXNA$3420.00%0.02%$91.49-0.08%3,738
VANGUARD ADMIRAL FDS INC VIOGINCR$4180.12%0.02%$220.930.00%1,892
VEEVA SYS INCVEEVINCR$3360.17%0.02%$262.090.23%1,282
VULCAN MATLS COVMCDECR$380-0.08%0.02%$167.77-0.18%2,265
WALGREENS BOOTS ALLIANCE INCWBAINCR$4540.38%0.02%$54.920.00%8,267
YETI HLDGS INCYETIDECR$382-0.05%0.02%$72.33-0.10%5,281
AMEDISYS INCAMEDDECR$248-0.16%0.01%$264.96-0.07%936
AMERIPRISE FINL INCAMPDECR$205-0.30%0.01%$232.95-0.42%880
AON PLCAONBUY$2290.00%0.01%$229.920.00%996
ARCHER DANIELS MIDLAND COADMINCR$1440.15%0.01%$50.280.07%2,864
ATMOS ENERGY CORPATOINCR$3100.14%0.01%$98.980.10%3,132
BLACKSTONE SENIORBSLINCR$1400.03%0.01%$14.210.00%9,849
BOSTON SCIENTIFIC CORPBSXINCR$22455.00%0.01%$38.6451.23%5,797
BP AMOCO P L CBPINCR$2550.25%0.01%$24.340.05%10,477
CBRE CLARION GLOBAL REAL EST IGRINCR$1380.15%0.01%$6.900.00%19,986
CHEGG INCCHGGDECR$244-0.12%0.01%$85.67-0.07%2,848
CRACKER BARREL OLD CTRY STORCBRLBUY$2110.00%0.01%$172.100.00%1,226
D R HORTON INCDHIBUY$2330.00%0.01%$88.930.00%2,620
DIAGEO PLC SPON ADR NEWDEOINCR$3260.12%0.01%$164.150.08%1,986
EATON VANCE TAX-MANAGED DIVEETYINCR$1570.12%0.01%$12.240.00%12,824
ENPHASE ENERGY INCENPHDECR$285-0.20%0.01%$162.21-0.14%1,757
EPAM SYS INCEPAMBUY$2890.00%0.01%$395.890.00%730
ETSY INCETSYDECR$299-0.31%0.01%$201.89-0.40%1,481
FIVE BELOW INCFIVEBUY$2520.00%0.01%$190.910.00%1,320
FLOOR & DECOR HLDGS INCFNDBUY$2460.00%0.01%$95.270.00%2,582
FORD MTR CO DELFINCR$1680.41%0.01%$8.790.07%19,102
FRESHPET INCFRPTDECR$315-0.36%0.01%$158.61-0.43%1,986
GAN LTDGANDECR$177-0.18%0.01%$20.33-0.32%8,707
GENESCO INCGCOINCR$3010.40%0.01%$30.100.00%10,000
GLOBANT S AGLOBDECR$304-0.12%0.01%$207.93-0.08%1,462
HAMILTON LANE INCHLNEINCR$2150.04%0.01%$88.51-0.08%2,429
HENRY JACK & ASSOC INCJKHYBUY$2710.00%0.01%$151.480.00%1,789
ILLINOIS TOOL WORKS INC USD 0.01ITWINCR$2940.12%0.01%$221.890.03%1,325
INTERNATIONAL PAPER COIPINCR$1110.31%0.01%$49.620.07%2,237
INVESCO EXCH TRADED FD TR IIBKLNBUY$2010.00%0.01%$22.110.00%9,089
INVESCO EXCHANGE TRADED FD TXLGBUY$2520.00%0.01%$296.470.00%850
INVESCO EXCHANGE TRADED FD TPTFBUY$2210.00%0.01%$143.510.00%1,540
ISHARES TRTLTDECR$111-0.99%0.01%$158.12-0.99%702
ISHARES TRMUBDECR$268-0.01%0.01%$116.170.00%2,307
ISHARES TRIATDECR$248-0.05%0.01%$54.09-0.24%4,585
ISHARES TRSLQDBUY$2690.00%0.01%$51.890.00%5,184
ITT INCITTINCR$2570.18%0.01%$91.040.00%2,823
KINSALE CAP GROUP INCKNSLDECR$206-0.26%0.01%$165.06-0.11%1,248
LHC GROUP INCLHCGDECR$291-0.17%0.01%$191.57-0.07%1,519
MARKETAXESS HLDGS INCMKTXDECR$314-0.19%0.01%$497.62-0.07%631
MCKESSON CORPORATIONMCKBUY$2210.00%0.01%$194.710.00%1,135
MERCURY SYS INCMRCYDECR$211-0.18%0.01%$70.690.02%2,985
NEOGENOMICS INCNEODECR$303-0.30%0.01%$48.22-0.22%6,284
NIKOLA CORPNKLABUY$1560.00%0.01%$13.850.00%11,265
PHILLIPS 66PSXINCR$3070.02%0.01%$78.16-0.15%3,928
SCHLUMBERGER LTDSLBINCR$2860.36%0.01%$26.640.10%10,736
SCHWAB U.S. BROAD MARKET ETFSCHBINCR$1910.14%0.01%$91.040.00%2,098
SCHWAB U.S. LARGE-CAP GROWTH ETFSCHGINCR$3150.01%0.01%$129.740.00%2,428
SCHWAB U.S. MID-CAP ETFSCHMINCR$2180.23%0.01%$68.040.00%3,204
SCHWAB U.S. SMALL-CAP ETFSCHAINCR$2160.31%0.01%$88.890.00%2,430
SCHWAB EMERGING MARKETS EQUITY ETFSCHEINCR$3080.15%0.01%$30.640.00%10,052
SELECT SECTOR SPDR TRXLBINCR$2990.09%0.01%$78.850.00%3,792
SELECT SECTOR SPDR TRXLYDECR$263-0.42%0.01%$166.56-0.45%1,579
SPDR INDEX SHS FDSRWOINCR$2320.06%0.01%$47.180.00%4,917
THOR INDS INCTHOINCR$2830.38%0.01%$134.38-0.04%2,106
TYLER TECHNOLOGIES INCTYLDECR$293-0.12%0.01%$424.02-0.10%691
UNIVERSAL DISPLAY CORPOLEDINCR$3180.03%0.01%$236.960.00%1,342
UNUM GROUPUNMBUY$2390.00%0.01%$27.810.00%8,595
VANECK VECTORS ETF TRMOATINCR$1190.13%0.01%$62.140.00%1,915
VANGUARD SCOTTSDALE FDS VONEINCR$2780.06%0.01%$185.330.00%1,500
VANGUARD SCOTTSDALE FDSVMBSINCR$2950.39%0.01%$53.290.41%5,536
VERTEX PHARMACEUTICALS INCVRTXBUY$2000.00%0.01%$214.360.00%933
VIATRIS INC NPVVTRSDECR$160-0.91%0.01%$14.35-0.88%11,148
YUM CHINA HLDGS INCYUMCINCR$1660.08%0.01%$57.140.00%2,905
3-D SYS CORP DELDDDINCR$41.00%0.00%$10.000.00%400
ALPS ETF TREQLINCR$160.14%0.00%$86.490.00%185
AMPHASTAR PHARMACEUTICALS INAMPHINCR$200.05%0.00%$20.000.00%1,000
AUTONATION INCANINCR$460.31%0.00%$69.700.00%660
BAXTER INTERNATIONAL INCBAXNA$190.00%0.00%$79.170.00%240
BLACK HILLS CORPBKHNA$20.00%0.00%$54.050.00%37
BLACKROCK MUNIHOLDINGS FD IN MHDBUY$580.00%0.00%$16.150.00%3,591
BLACKROCK MUNIYIELD QUALITY MYIINCR$530.06%0.00%$14.320.00%3,700
BLACKSTONE STRATEGIC CREDIT BGBINCR$280.04%0.00%$12.530.00%2,234
CARRIER GLOBAL CORPORAITON USD 0.01CARRDECR$24-0.41%0.00%$38.40-0.53%625
CONTINENTAL RES INCCLRINCR$730.33%0.00%$16.320.00%4,474
CORNING INCGLWDECR$7-0.22%0.00%$35.00-0.31%200
DISCOVERY INCDISCAINCR$170.42%0.00%$30.040.00%566
DOUBLELINE OPPORTUNISTICDBLNA$70.00%0.00%$18.520.00%378
EBAY INCEBAYNA$160.00%0.00%$51.450.00%311
EXELON CORPEXCINCR$190.19%0.00%$41.850.00%454
FB FINL CORPFBKINCR$360.38%0.00%$35.090.00%1,026
FIRST TR EXCHANGE TRADED FDFXGINCR$150.07%0.00%$50.000.00%300
FIRST TR EXCHANGE-TRADED FDFVINCR$400.18%0.00%$40.000.00%1,000
FIRST TRUST VALUE LINE DIVIDEND INDEX FUNDFVDINCR$250.14%0.00%$35.710.00%700
FLOWERS FOODS INCFLONA$50.00%0.00%$25.000.00%200
FORTIVE CORP USD 0.01FTVDECR$85-0.08%0.00%$70.720.00%1,202
FOX CORPFOXAINCR$90.13%0.00%$30.510.00%295
INVESCO EXCH TRADED FD TR IISPLVBUY$190.00%0.00%$56.050.00%339
ISHARES TRIQLTBUY$910.00%0.00%$35.490.00%2,564
ISHARES TRTIPINCR$520.02%0.00%$128.080.00%406
ISHARES MSCI USA QUALITY FACTOR ETFQUALINCR$850.12%0.00%$116.600.00%729
KAYNE ANDERSON ENERGY INFRSTKYNINCR$130.44%0.00%$5.76-0.03%2,255
KRAFT HEINZ COKHCDECR$1-0.50%0.00%$30.30-0.55%33
LIBERTY GLOBAL PLCLBTYANA$20.00%0.00%$21.050.00%95
LYFT INCLYFTINCR$170.70%0.00%$48.570.00%350
MACQUARIE INFRASTRUCTURE CORMICINCR$540.20%0.00%$37.24-0.13%1,450
MARATHON PETE CORPMPCINCR$410.41%0.00%$41.000.00%1,000
MERCADOLIBRE INCMELIINCR$340.55%0.00%$1700.000.00%20
NEW JERSEY RES CORPNJRBUY$40.00%0.00%$40.000.00%100
NUVEEN ENHAN AMT-FREE FUM CRE OPPNVGINCR$420.08%0.00%$16.730.00%2,510
NUVEEN FLOATING RATEJFRNA$110.00%0.00%$8.590.00%1,280
NUVEEN TAXABLE MUNICPAL INMNBBINCR$600.05%0.00%$23.770.00%2,524
OLD NATL BANCORP INDONBINCR$510.34%0.00%$16.720.00%3,051
OTIS WORLDWIDE CORPORATION USD 0.01OTISDECR$25-0.44%0.00%$67.93-0.49%368
PALANTIR TECHNOLOGIES INCPLTRBUY$50.00%0.00%$25.000.00%200
PIMCO DYNAMIC CR INCOME FDPCIINCR$300.07%0.00%$21.430.00%1,400
PPG INDS INCPPGINCR$320.19%0.00%$142.220.00%225
REALTY INCOMEONA$30.00%0.00%$66.670.00%45
RYMAN HOSPITALITY PPTYS INCRHPINCR$530.39%0.00%$67.69-0.25%783
SELECT SECTOR SPDR TRXLPDECR$26-0.99%0.00%$67.53-0.99%385
SELECT SECTOR SPDR TRXLIDECR$97-0.94%0.00%$88.67-0.94%1,094
SELECT SECTOR SPDR TRXLCINCR$560.12%0.00%$67.070.00%835
SELECT SECTOR SPDR TRXLREINCR$220.05%0.00%$37.290.00%590
SHOPIFY INCSHOPINCR$400.11%0.00%$1142.860.00%35
SOUTH JERSEY INDS INCSJIINCR$410.14%0.00%$21.670.00%1,892
SOUTH ST CORPSSBINCR$130.63%0.00%$73.860.00%176
SPIRIT RLTY CAP INC NEWSRCINCR$440.19%0.00%$39.930.00%1,102
SUMMIT FINL GROUP INCSMMFINCR$160.45%0.00%$21.510.00%744
SURGERY PARTNERS INCSGRYINCR$580.32%0.00%$29.000.00%2,000
TAPESTRY INCTPRINCR$731.03%0.00%$31.280.00%2,334
THE TRADE DESK INCTTDINCR$600.54%0.00%$800.000.00%75
TWITTER INCTWTRINCR$190.19%0.00%$52.780.00%360
TWO HBRS INVT CORPTWOINCR$550.02%0.00%$6.43-0.20%8,557
UNDER ARMOUR INCUAINCR$300.50%0.00%$15.000.00%2,000
UNITED AIRLS HLDGS INCUALINCR$120.09%0.00%$44.61-0.14%269
UXIN LTDUXINNA$00.00%0.00%$0.000.00%110
VAIL RESORTS INCMTNINCR$350.30%0.00%$275.590.00%127
VANGUARD BD INDEX FDSBNDNA$240.00%0.00%$88.890.00%270
VONTIER CORP USD 0.0001VNTBUY$160.00%0.00%$33.400.00%479
WEC ENERGY GROUP INCWECDECR$15-0.06%0.00%$91.460.00%164
WISDOMTREE U.S. MIDCAP DIVIDEND FUNDDONBUY$560.00%0.00%$35.020.00%1,599
ZOETIS INCZTSDECR$17-0.93%0.00%$161.90-0.93%105
ACTIVISION BLIZZARD INCATVISOLD$00.00%-100.00%$0.000.00%0
ALLIANT CORPORATIONLNTSOLD$00.00%-100.00%$0.000.00%0
ARISTA NETWORKS INCANETSOLD$00.00%-100.00%$0.000.00%0
AXOS FINANCIAL INCAXSOLD$00.00%-100.00%$0.000.00%0
BAIDU INCBIDUSOLD$00.00%-100.00%$0.000.00%0
BORGWARNER INCBWASOLD$00.00%-100.00%$0.000.00%0
BRISTOL-MYERS SQUIBB COBMYSOLD$00.00%-100.00%$0.000.00%0
CAPSTAR FINL HLDGS INCCSTRSOLD$00.00%-100.00%$0.000.00%0
CIGNA CORP NEWCISOLD$00.00%-100.00%$0.000.00%0
CIRRUS LOGIC INCCRUSSOLD$00.00%-100.00%$0.000.00%0
CITIZENS FINL GROUP INCCFGSOLD$00.00%-100.00%$0.000.00%0
COGNEX CORPCGNXSOLD$00.00%-100.00%$0.000.00%0
COGNIZANT TECHNOLOGYCTSHSOLD$00.00%-100.00%$0.000.00%0
COMSTOCK RES INCCRKSOLD$00.00%-100.00%$0.000.00%0
CRONOS GROUP INCCRONSOLD$00.00%-100.00%$0.000.00%0
DELTA AIR LINES INC DELDALSOLD$00.00%-100.00%$0.000.00%0
DOCUSIGN INCDOCUSOLD$00.00%-100.00%$0.000.00%0
DOLLAR TREE INCDLTRSOLD$00.00%-100.00%$0.000.00%0
DOMINOS PIZZA INCDPZSOLD$00.00%-100.00%$0.000.00%0
EASTMAN CHEM COEMNSOLD$00.00%-100.00%$0.000.00%0
ELECTRONIC ARTS INCEASOLD$00.00%-100.00%$0.000.00%0
EXPEDITORS INTL WASH INCEXPDSOLD$00.00%-100.00%$0.000.00%0
FAIR ISAAC CORPFICOSOLD$00.00%-100.00%$0.000.00%0
FLOWSERVE CORPFLSSOLD$00.00%-100.00%$0.000.00%0
GOLDMAN SACHS ETF TRGEMSOLD$00.00%-100.00%$0.000.00%0
INGERSOLL RAND INCIRSOLD$00.00%-100.00%$0.000.00%0
INTUITIVE SURGICAL INCISRGSOLD$00.00%-100.00%$0.000.00%0
IQIYI INCIQSOLD$00.00%-100.00%$0.000.00%0
ISHARES TRIWVSOLD$00.00%-100.00%$0.000.00%0
iShares US Treasury Bond ETFGOVTSOLD$00.00%-100.00%$0.000.00%0
ISHARES TRUSMVSOLD$00.00%-100.00%$0.000.00%0
JD COM INC ADRJDSOLD$00.00%-100.00%$0.000.00%0
KROGER COMPANYKRSOLD$00.00%-100.00%$0.000.00%0
LEAR CORPLEASOLD$00.00%-100.00%$0.000.00%0
MARKEL CORPMKLSOLD$00.00%-100.00%$0.000.00%0
NOMAD FOODS LTDNOMDSOLD$00.00%-100.00%$0.000.00%0
NOVARTIS AG SPONSORED ADRNVSSOLD$00.00%-100.00%$0.000.00%0
OCCIDENTAL PETE CORPOXYSOLD$00.00%-100.00%$0.000.00%0
OCCIDENTAL PETE CORPOXY/WSSOLD$00.00%-100.00%$0.000.00%0
OKTA INCOKTASOLD$00.00%-100.00%$0.000.00%0
PEGASYSTEMS INCPEGASOLD$00.00%-100.00%$0.000.00%0
RBB FD INCTMFCSOLD$00.00%-100.00%$0.000.00%0
RENASANT CORPRNSTSOLD$00.00%-100.00%$0.000.00%0
ROLLINS INCROLSOLD$00.00%-100.00%$0.000.00%0
SEMPRA ENERGYSRESOLD$00.00%-100.00%$0.000.00%0
SONY CORP SPONSORED ADRSNESOLD$00.00%-100.00%$0.000.00%0
SPDR SER TRSPTLSOLD$00.00%-100.00%$0.000.00%0
SSR MNG INCSSRMSOLD$00.00%-100.00%$0.000.00%0
TILRAY INCTLRYSOLD$00.00%-100.00%$0.000.00%0
TRANE TECHNOLOGIES PLC USD 1.0TTSOLD$00.00%-100.00%$0.000.00%0
UPWORK INCUPWKSOLD$00.00%-100.00%$0.000.00%0
VANECK VECTORS ETF TR MLNSOLD$00.00%-100.00%$0.000.00%0
WELLS FARGO COWFC/PLSOLD$00.00%-100.00%$0.000.00%0
WESTERN ALLIANCE BANCORPWALSOLD$00.00%-100.00%$0.000.00%0
XCEL ENERGY INCXELSOLD$00.00%-100.00%$0.000.00%0
YANDEX N VYNDXSOLD$00.00%-100.00%$0.000.00%0