Portfolio Performance History

FILE DATEREPORT PERIODQTR YEARFILE TYPENOS. OF STOCKSREPORTED VALUERETURN
2021-04-122021-03-31Q1_202113F-HR300$380,789,00035.63%
2021-01-132020-12-31Q4_202013F-HR228$280,746,0007.32%
2020-10-202020-09-30Q3_202013F-HR230$261,588,00012.04%
2020-07-222020-06-30Q2_202013F-HR209$233,475,00023.44%
2020-04-132020-03-31Q1_202013F-HR186$189,139,000-26.39%
2020-01-162019-12-31Q4_201913F-HR206$256,960,00015.79%
2019-10-282019-09-30Q3_201913F-HR195$221,922,0000.90%
2019-07-242019-06-30Q2_201913F-HR187$219,942,000-2.20%
2019-04-172019-03-31Q1_201913F-HR180$224,886,00013.34%
2019-01-182018-12-31Q4_201813F-HR167$198,419,000-15.83%
2018-10-122018-09-30Q3_201813F-HR651$235,726,0006.26%
2018-07-312018-06-30Q2_201813F-HR180$221,835,000-0.82%
2018-04-272018-03-31Q1_201813F-HR189$223,674,000-14.77%
2018-01-232017-12-31Q4_201713F-HR194$262,446,00011.68%
2017-10-122017-09-30Q3_201713F-HR170$234,996,0003.37%
2017-07-182017-06-30Q2_201713F-HR175$227,334,00027.91%
2017-04-252017-03-31Q1_201713F-HR163$177,734,0008.66%
2017-01-202016-12-31Q4_201613F-HR171$163,572,00013.92%
2016-10-192016-09-30Q3_201613F-HR166$143,586,000-19.94%
2016-07-272016-06-30Q2_201613F-HR552$179,349,00015.08%

Portfolio Details

Stock NameTickersValueCurrent Value (x1000)Change Value %WeightComputed PriceShares Change %Current Shares
APPLE INCAAPLINCR$13,7390.01%3.61%$122.150.10%112,477
HOME DEPOT INCHDINCR$8,6370.20%2.27%$305.260.04%28,294
SPDR PORTFOLIO S&P 500 GROWTH ETFSPYGINCR$7,9010.13%2.07%$56.400.10%140,081
SPDR SER TRSPYVINCR$7,4380.23%1.95%$37.900.12%196,266
VANGUARD BD INDEX FDSBSVBUY$7,3000.00%1.92%$82.190.00%88,821
VANGUARD INFORMATION TECHNOLOGY INDEX FUNDINCR$7,1540.01%1.88%$358.51-0.01%19,955
KINDER MORGAN INC DELINCR$5,9270.21%1.56%$16.65-0.01%356,001
SCHWAB U.S. LARGE-CAP GROWTH ETFSCHGINCR$5,7820.93%1.52%$129.770.91%44,555
MICROSOFT CORPMSFTINCR$5,7600.68%1.51%$235.770.58%24,431
PEPSICO INCPEPINCR$5,1240.08%1.35%$141.440.13%36,227
JOHNSON & JOHNSONJNJINCR$4,8630.18%1.28%$164.350.13%29,589
CVS HEALTH CORPORATIONCVSDECR$4,734-0.16%1.24%$75.23-0.24%62,930
VANGUARD INDEX FDSVTIINCR$4,6530.03%1.22%$206.68-0.03%22,513
COSTCO WHSL CORP NEWINCR$4,3970.18%1.15%$352.440.26%12,476
DANAHER CORPORATIONDHRINCR$4,3890.02%1.15%$225.070.00%19,501
SPDR SER TRDECR$4,108-0.04%1.08%$46.61-0.09%88,128
PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUNDINCR$4,0080.17%1.05%$101.910.17%39,327
COCA COLA COKOINCR$3,9530.67%1.04%$52.710.74%74,993
SPROTT PHYSICAL GOLD &DECR$3,883-0.09%1.02%$17.370.01%223,559
S & P DEPOSITORY RECEIPTSINCR$3,8450.97%1.01%$396.310.86%9,702
SELECT SECTOR SPDR TRINCR$3,7870.23%0.99%$34.050.07%111,229
VANGUARD WHITEHALL FDSVYMDECR$3,650-0.21%0.96%$101.09-0.28%36,105
ALPHABET INC USD 0.001 CLS AINCR$3,5351.51%0.93%$2062.431.13%1,714
J P MORGAN CHASE & CO COMINCR$3,1940.30%0.84%$152.210.09%20,984
INVESCO QQQ TRINCR$3,2070.98%0.84%$319.100.94%10,050
EXXON MOBIL CORPINCR$3,1710.48%0.83%$55.830.09%56,799
DOVER CORPDOVINCR$3,0960.05%0.81%$137.11-0.03%22,580
ISHARES TRBUY$3,0090.00%0.79%$50.770.00%59,263
VANGUARD INDEX FDSVXFINCR$2,9052.96%0.76%$176.942.69%16,418
SCHWAB U.S. MID-CAP ETFSCHMBUY$2,8150.00%0.74%$74.440.00%37,817
UNITEDHEALTH GROUP INCINCR$2,8020.59%0.74%$372.110.50%7,530
AMPLIFY ETF TRDIVOINCR$2,7770.67%0.73%$34.450.58%80,614
NUTRIEN LTDDECR$2,755-0.80%0.72%$53.90-0.82%51,115
VANECK VECTORS ETF TROIHINCR$2,7300.25%0.72%$191.160.01%14,281
AMAZON COM INCAMZNINCR$2,7040.02%0.71%$3093.820.07%874
APPLIED MATLS INCAMATBUY$2,6860.00%0.71%$133.590.00%20,106
SCHWAB U.S. SMALL-CAP ETFSCHAINCR$2,70612.01%0.71%$99.6810.61%27,146
ISHARES TRTIPBUY$2,7140.00%0.71%$125.500.00%21,625
DISNEY WALT CODISINCR$2,5810.04%0.68%$184.500.02%13,989
CISCO SYSTEMSINCR$2,5330.21%0.67%$51.700.05%48,991
SPDR S&P MIDCAP 400 ETF TR ZINCR$2,4700.73%0.65%$476.100.52%5,188
SELECT SECTOR SPDR TRINCR$2,4500.05%0.64%$132.810.03%18,447
ACUITY BRANDS INCINCR$2,3810.36%0.63%$165.000.00%14,430
SCHWAB US DIVIDEND EQUITY ETFSCHDINCR$2,4030.22%0.63%$72.910.08%32,957
APTUS DEFINED RISK ETFDRSKINCR$2,3196.78%0.61%$29.306.79%79,151
COVENANT TRANSPORT GRP-CL A COMMON STOCK USD0.01CVLGINCR$2,3000.39%0.60%$20.590.00%111,708
CADENCE DESIGN SYSTEM INCCDNSBUY$2,2500.00%0.59%$137.020.00%16,421
PFIZER COMPANY INCPFEINCR$2,1730.50%0.57%$36.220.52%59,991
PROCTER AND GAMBLE COPGDECR$2,1280.00%0.56%$135.460.03%15,709
SPDR S&P 600 SMALL CAP ETFSLYINCR$2,1391.08%0.56%$94.000.76%22,755
AT&T INCINCR$2,1050.12%0.55%$30.260.07%69,557
NEXTERA ENERGY INC COMINCR$2,1051.52%0.55%$75.601.57%27,844
WATTS WATER TECHNOLOGIES INCWTSDECR$2,058-0.04%0.54%$118.82-0.02%17,321
FORD MTR CO DELFINCR$2,0160.30%0.53%$12.25-0.07%164,580
ALPHABET INCINCR$1,9920.26%0.52%$2068.540.07%963
3M COINCR$1,9410.11%0.51%$192.660.01%10,075
ENBRIDGE INC NPVINCR$1,9540.06%0.51%$36.39-0.07%53,689
THERMO FISHER SCIENTIFIC INCTMODECR$1,961-0.01%0.51%$456.470.01%4,296
VANGUARD DIVIDEND APPRECIATION INDEX FUNDVIGDECR$1,932-0.31%0.51%$147.09-0.33%13,135
POOL CORPBUY$1,8730.00%0.49%$345.250.00%5,425
VANGUARD MALVERN FDSVTIPBUY$1,8600.00%0.49%$51.540.00%36,089
VANGUARD TAX-MANAGED INTL FDVEAINCR$1,8070.18%0.47%$49.100.13%36,805
AMPLIFY ETF TRSWANINCR$1,7641.40%0.46%$31.961.46%55,190
DENTSPLY SIRONA INCINCR$1,7460.24%0.46%$63.810.02%27,361
MONDELEZ INTERNATIONAL INCMDLZDECR$1,746-0.02%0.46%$58.53-0.02%29,829
SCHWAB INTERNATIONAL EQUITY ETFSCHFBUY$1,7590.00%0.46%$37.610.00%46,768
VANGUARD INTL EQUITY INDEX FVEUBUY$1,7440.00%0.46%$60.670.00%28,748
ASTEC INDS INCASTEBUY$1,7200.00%0.45%$75.410.00%22,808
SPDR DOW JONES INDL AVERAGEINCR$1,7230.10%0.45%$330.270.01%5,217
OCCIDENTAL PETE CORPOXYDECR$1,699-0.44%0.45%$26.62-0.63%63,834
WORLD ACCEP CORP DELWRLDINCR$1,7200.12%0.45%$129.77-0.11%13,254
NIKE INCNKEDECR$1,663-0.05%0.44%$132.860.01%12,517
TRUIST FINL CORPTFCINCR$1,6830.24%0.44%$58.330.02%28,853
FIRST BANCORP N CFBNCINCR$1,5120.27%0.40%$43.50-0.01%34,757
SPDR INDEX SHS FDSSPEMDECR$1,520-0.08%0.40%$43.78-0.11%34,721
SCHWAB U.S. LARGE-CAP ETFSCHXINCR$1,5220.27%0.40%$96.030.20%15,849
ISHARES TRUSMVDECR$1,539-0.13%0.40%$69.18-0.15%22,246
ABBVIE INCINCR$1,4940.02%0.39%$108.230.01%13,804
CINCINNATI FINL CORPCINFINCR$1,4980.18%0.39%$103.090.00%14,531
INTEL CORPINTCDECR$1,479-0.38%0.39%$64.01-0.52%23,104
ISHARES TRIJRINCR$1,4836.38%0.39%$108.525.24%13,666
CARDINAL HEALTH INCINCR$1,4350.02%0.38%$60.73-0.10%23,629
STAMPS COM INCSTMPBUY$1,4590.00%0.38%$199.540.00%7,312
VANECK VECTORS ETF TRANGLBUY$1,4290.00%0.38%$31.930.00%44,758
WISDOMTREE TRINCR$1,4350.02%0.38%$72.76-0.07%19,723
COMCAST CORP NEWINCR$1,3740.03%0.36%$54.120.00%25,386
SELECT SECTOR SPDR TRINCR$1,3730.23%0.36%$98.490.11%13,941
VISA INCINCR$1,3830.09%0.36%$211.790.13%6,530
ISHARES TR S&P MIDCAP 400 INDEX FUNDIJHINCR$1,3880.29%0.36%$260.320.14%5,332
SPDR PORTFOLIO DEVELOPED WORLD EX-US ETFSPDWDECR$1,351-0.15%0.35%$35.35-0.19%38,220
DAVITA INCBUY$1,3090.00%0.34%$107.750.00%12,149
DUKE ENERGY CORP NEWDUKINCR$1,3070.08%0.34%$96.510.03%13,543
NEWMONT CORPNEMBUY$1,3000.00%0.34%$60.290.00%21,563
VANGUARD INDEX FDSVTVINCR$1,2833.31%0.34%$131.442.90%9,761
BAXTER INTERNATIONAL INCBAXINCR$1,2390.04%0.33%$84.37-0.01%14,685
NETFLIX INCDECR$1,272-0.15%0.33%$521.74-0.12%2,438
VANGUARD SMALL CAP VALUE ETFVBRINCR$1,2602.29%0.33%$165.641.82%7,607
ISHARES CORE S&P 500 INDEX ETFIVVDECR$1,252-0.10%0.33%$397.84-0.15%3,147
CANADIAN IMP BK COMMCMBUY$1,2040.00%0.32%$97.860.00%12,303
MCDONALDS CORPMCDINCR$1,2010.13%0.32%$224.230.08%5,356
PELOTON INTERACTIVE INCPTONBUY$1,2040.00%0.32%$112.430.00%10,709
SKYWORKS SOLUTIONS INCINCR$1,2370.23%0.32%$183.500.03%6,741
LOWES COS INCLOWINCR$1,1670.27%0.31%$190.220.07%6,135
PHILIP MORRIS INTL INCPMINCR$1,1690.04%0.31%$88.72-0.03%13,177
SCHWAB U.S. BROAD MARKET ETFSCHBINCR$1,1730.05%0.31%$96.74-0.02%12,125
VANGUARD INTL EQUITY INDEX FVWOINCR$1,1910.28%0.31%$52.050.24%22,884
VODAFONE GROUP PLC NEWINCR$1,1885.64%0.31%$18.444.92%64,435
ADOBE SYSTEMS INCORPORATEDDECR$1,148-0.03%0.30%$475.560.02%2,414
BERKSHIRE HATHAWAY INC NEWBRK/BINCR$1,1270.36%0.30%$255.500.24%4,411
KIMBERLY-CLARK CORPKMBINCR$1,1470.07%0.30%$139.100.04%8,246
FORTIS INCFTSBUY$1,1200.00%0.29%$43.410.00%25,799
KRAFT HEINZ COKHCDECR$1,106-0.41%0.29%$39.99-0.49%27,656
PERFICIENT INCPRFTBUY$1,1140.00%0.29%$58.720.00%18,972
SPDR SER TRVLUBUY$1,0910.00%0.29%$138.800.00%7,860
VERIZON COMMUNICATIONS INCINCR$1,1220.02%0.29%$58.160.03%19,290
WEYERHAEUSER CO MTN BEWYINCR$1,1140.06%0.29%$35.610.00%31,282
ISHARES U.S. CONSUMER SERVICES ETFIYCINCR$1,1080.06%0.29%$74.840.00%14,804
ALIBABA GROUP HOLDINGINCR$1,0791.66%0.28%$226.821.73%4,757
INTERNATIONAL BUSINESS MACHINE COMPANYIBMINCR$1,0830.75%0.28%$133.310.65%8,124
PINNACLE FINL PARTNERS INCINCR$1,0830.38%0.28%$88.680.00%12,212
CANON INCCAJBUY$1,0280.00%0.27%$22.760.00%45,169
HUMANA INCHUMINCR$1,0100.02%0.27%$419.260.00%2,409
INVESTORS TITLE CO NCITICINCR$1,0440.07%0.27%$166.06-0.01%6,287
LAZARD LTDBUY$1,0440.00%0.27%$43.500.00%24,002
BOEING COBAINCR$9820.70%0.26%$254.670.43%3,856
DOMINOS PIZZA INCBUY$9690.00%0.25%$367.880.00%2,634
KROGER COMPANYKRBUY$9440.00%0.25%$35.980.00%26,237
QUALCOMM INCORPORATEDQCOMINCR$9600.87%0.25%$132.621.14%7,239
VISHAY INTERTECHNOLOGY INCVSHBUY$9580.00%0.25%$24.080.00%39,782
GENERAL ELECTRIC COMPANYGEINCR$9040.37%0.24%$13.130.13%68,835
ETF SER SOLUTIONSNUSIBUY$9070.00%0.24%$26.830.00%33,804
SPDR SER TRINCR$9320.06%0.24%$182.78-0.01%5,099
SELECT SECTOR SPDR TRINCR$9260.09%0.24%$64.020.07%14,464
UNITED PARCEL SERVICEUPSINCR$9010.10%0.24%$169.940.09%5,302
VANGUARD MID-CAP VALUE INDEX FUNDVOEBUY$9010.00%0.24%$134.880.00%6,680
FACEBOOK INCINCR$8270.65%0.22%$294.620.53%2,807
PROSHARES TRBUY$8200.00%0.22%$16.770.00%48,897
WALMART INCWMTINCR$8320.59%0.22%$135.860.69%6,124
ISHARES MSCI EAFE MIN VOL FACTOR ETFBUY$8210.00%0.22%$72.960.00%11,252
FIDELITY COVINGTON TRUSTFBCGINCR$8181.05%0.21%$29.211.00%28,000
ABBOTT LABSABTINCR$7690.70%0.20%$119.820.56%6,418
ALTRIA GROUP INCMOINCR$7720.10%0.20%$51.18-0.12%15,084
HASBRO INCHASBUY$7540.00%0.20%$96.160.00%7,841
SELECT SECTOR SPDR TRDECR$766-0.20%0.20%$68.27-0.21%11,220
WASTE MANAGEMENT INCWMINCR$7700.11%0.20%$129.040.01%5,967
FORTIVE CORP USD 0.01DECR$7180.00%0.19%$70.690.00%10,157
GENTHERM INCTHRMBUY$7270.00%0.19%$74.160.00%9,803
MARTEN TRANS LTDMRTNBUY$7060.00%0.19%$16.970.00%41,609
NATIONAL GRID PLCNGGBUY$7300.00%0.19%$59.260.00%12,319
SEI INVTS COSEICINCR$7190.05%0.19%$60.93-0.01%11,800
SPDR SER TRINCR$7230.13%0.19%$81.98-0.09%8,819
SALESFORCE.COMINCR$7280.07%0.19%$211.870.12%3,436
TESLA MOTORS INCDECR$710-0.35%0.19%$667.92-0.31%1,063
VANGUARD WORLD FDMGKDECR$715-0.06%0.19%$207.13-0.08%3,452
ISHARES TRDSIINCR$7270.00%0.19%$76.41-0.06%9,515
BK OF AMERICA CORPBACINCR$6810.76%0.18%$38.690.38%17,601
ISHARES TRIWFBUY$6980.00%0.18%$242.950.00%2,873
L3HARRIS TECHNOLOGIES INCLHXINCR$6770.93%0.18%$202.630.80%3,341
MCCORMICK & CO., INC.MKCDECR$669-0.08%0.18%$89.20-0.02%7,500
STERICYCLE INCSRCLBUY$6810.00%0.18%$67.520.00%10,086
BOSWELL J G CO COMBWELINCR$6430.09%0.17%$714.44-0.10%900
PROSHARES TR BUY$6440.00%0.17%$13.910.00%46,310
SELECT SECTOR SPDR TRINCR$6490.01%0.17%$167.96-0.04%3,864
SPDR S&P 400 MID CAP VALUE ETFINCR$6490.07%0.17%$65.40-0.09%9,924
VANGUARD WORLD FDMGVINCR$6310.10%0.17%$95.140.00%6,632
CHEVRON CORP NEWCVXINCR$5920.51%0.16%$104.850.21%5,646
HONEYWELL INTL INCHONDECR$619-0.37%0.16%$217.04-0.38%2,852
MERCK & CO INC NEWINCR$6020.33%0.16%$77.140.41%7,804
PROSHARES TRBUY$6200.00%0.16%$19.470.00%31,842
ADVANCED MICRO DEVICESAMDBUY$5800.00%0.15%$78.440.00%7,394
ANTHEM INC USD 0.01ANTMINCR$5650.12%0.15%$358.730.00%1,575
BRISTOL MYERS SQUIBB COBMYINCR$5570.09%0.15%$63.130.08%8,823
FASTENAL COFASTINCR$5841.75%0.15%$50.311.67%11,608
PACKAGING CORPORATION AMER USD 0.01PKGBUY$5650.00%0.15%$134.590.00%4,198
PROSHARES TR BUY$5650.00%0.15%$22.020.00%25,653
ROLLINS INCROLBUY$5860.00%0.15%$34.450.00%17,012
SIBANYE-STILLWATER LIMITED-ADR NPVSBSWBUY$5640.00%0.15%$17.880.00%31,551
DEERE & CODEINCR$5161.40%0.14%$374.460.73%1,378
LEGGETT & PLATT INCLEGINCR$5320.03%0.14%$45.620.00%11,662
RE MAX HLDGS INCRMAXBUY$5410.00%0.14%$39.410.00%13,728
TEXAS INSTRUMENTS INCTXNINCR$5201.03%0.14%$189.020.76%2,751
ROYAL DUTCH SHELL PLCRDS/AINCR$4930.42%0.13%$39.170.27%12,585
CATERPILLAR INCCATINCR$4730.45%0.12%$231.980.13%2,039
CHUBBBUY$4570.00%0.12%$158.020.00%2,892
ISHARES TRIWYDECR$442-0.12%0.12%$134.67-0.13%3,282
MOODYS CORPMCOINCR$4710.32%0.12%$298.860.28%1,576
PROGRESSIVE CORPPGRBUY$4510.00%0.12%$95.570.00%4,719
SOUTHERN COSOINCR$4580.09%0.12%$62.140.08%7,370
VANGUARD SMALL-CAP GROWTH INDEX FUNDVBKBUY$4670.00%0.12%$274.380.00%1,702
DELTA AIR LINES INC DELDALINCR$4070.30%0.11%$48.340.08%8,420
GLAXOSMITHKLINE PLCINCR$4010.16%0.11%$35.680.20%11,240
INVESCO EXCHANGE TRADED FD TDECR$416-0.02%0.11%$164.17-0.03%2,534
PAYPAL HLDGS INCDECR$405-0.22%0.11%$242.81-0.25%1,668
STANLEY BLACK & DECKER INCSWKINCR$4100.12%0.11%$199.610.00%2,054
TAIWAN SEMICONDUCTOR MFG LTDTSMINCR$4140.16%0.11%$118.180.07%3,503
UNION PAC CORPUNPBUY$4030.00%0.11%$220.340.00%1,829
VANGUARD INDEX FDSVOBUY$4360.00%0.11%$221.320.00%1,970
VULCAN MATLS COVMCINCR$4140.24%0.11%$168.640.09%2,455
ISHARES TRIWRBUY$4310.00%0.11%$73.860.00%5,835
ALBEMARLE CORPALBDECR$365-0.11%0.10%$146.00-0.10%2,500
AMGENAMGNINCR$3860.17%0.10%$248.550.09%1,553
ASML HOLDING N VINCR$3670.21%0.10%$617.85-0.05%594
DOLLAR TREE INCDLTRINCR$3940.04%0.10%$114.37-0.02%3,445
FEDEX CORPFDXINCR$3800.19%0.10%$284.430.09%1,336
LULULEMON ATHLETICA INCLULUBUY$3930.00%0.10%$307.030.00%1,280
MASCO CORPMASINCR$3750.19%0.10%$59.940.09%6,256
MASTERCARD INCORPORATEDINCR$3970.05%0.10%$356.050.05%1,115
PROSHARES TRBUY$3840.00%0.10%$12.280.00%31,269
RAYTHEON TECHNOLOGIES CORP USD 1.0RTXINCR$3870.48%0.10%$77.230.37%5,011
VANGUARD WORLD FDSVOXDECR$378-0.03%0.10%$129.99-0.10%2,908
BLACKSTONE GROUP INCBXBUY$3280.00%0.09%$74.440.00%4,406
DOCUSIGN INCDOCUINCR$3510.33%0.09%$202.660.46%1,732
MARINEMAX INCORPORATED COMMON STOCK USD0.001HZOBUY$3410.00%0.09%$49.420.00%6,900
REGIONS FINANCIAL CORP NEWRFINCR$3360.22%0.09%$20.66-0.05%16,262
SELECT SECTOR SPDR TRBUY$3360.00%0.09%$49.060.00%6,849
SPDR GOLD TRBUY$3530.00%0.09%$160.090.00%2,205
WELLS FARGO CO NEWWFCDECR$359-0.25%0.09%$39.11-0.42%9,180
ISHARES TRUSIGDECR$331-0.05%0.09%$58.980.00%5,612
ISHARES MSCI EAFE ETFEFABUY$3420.00%0.09%$75.970.00%4,502
ATRION CORPATRINA$2950.00%0.08%$641.300.00%460
BIOGEN INCBIIBINCR$3230.12%0.08%$280.14-0.02%1,153
D R HORTON INCDHIBUY$2860.00%0.08%$89.240.00%3,205
EBAY INCEBAYBUY$3160.00%0.08%$61.160.00%5,167
EMERSON ELEC COEMRINCR$3010.10%0.08%$90.31-0.02%3,333
EXPERIAN PLC SPONS ADRINCR$3110.45%0.08%$34.480.59%9,021
FISERV INCFISVDECR$303-0.31%0.08%$119.15-0.34%2,543
ISHARES TR IWXINCR$3110.03%0.08%$63.78-0.07%4,876
INCR$3230.21%0.08%$17.230.00%18,751
MEDTRONIC PLC USD 0.1MDTDECR$318-0.42%0.08%$118.26-0.42%2,689
MERCADOLIBRE INCMELIDECR$300-0.13%0.08%$1470.59-0.01%204
NVIDIA CORPORATIONNVDADECR$311-0.24%0.08%$534.36-0.26%582
PACER FDS TRCALFBUY$3130.00%0.08%$41.060.00%7,623
STATE STR CORPSTTINCR$2950.18%0.08%$84.140.03%3,506
VANGUARD INDEX FDSVNQBUY$3090.00%0.08%$91.800.00%3,366
ACCENTURE PLCACNINCR$2520.06%0.07%$275.710.01%914
AIA GROUP LTD SPONSORED ADRAAGIYNA$2500.00%0.07%$49.180.00%5,083
COCA COLA EUROPEAN PARTNERSINCR$2720.05%0.07%$52.110.00%5,220
DAQO NEW ENERGY CORPDQBUY$2710.00%0.07%$75.530.00%3,588
ELECTRONIC ARTS INCEABUY$2580.00%0.07%$135.290.00%1,907
ETF MANAGERS TRINCR$2810.12%0.07%$57.520.04%4,885
HOLOGIC INCHOLXBUY$2620.00%0.07%$74.260.00%3,528
ILLINOIS TOOL WORKS INC USD 0.01ITWBUY$2500.00%0.07%$221.830.00%1,127
INVESCO EXCHANGE TRADED FD TCZAINCR$2520.11%0.07%$84.200.00%2,993
ISHARES TRVLUEBUY$2850.00%0.07%$102.520.00%2,780
ISHARES TRIWSBUY$2660.00%0.07%$109.510.00%2,429
LOCKHEED MARTIN CORPLMTINCR$2540.18%0.07%$369.720.13%687
LVMH MOET HENNESSY LOU VUITTON ADRLVMUYINCR$2630.11%0.07%$133.710.04%1,967
SPDR INDEX SHS FDSINCR$2510.05%0.07%$47.29-0.01%5,308
SHOPIFY INCINCR$2560.24%0.07%$1108.230.27%231
SOUTHERN FIRST BANCSHARESSFSTBUY$2640.00%0.07%$46.830.00%5,637
SPDR SER TRSHEINCR$2540.09%0.07%$94.780.03%2,680
VANGUARD SCOTTSDALE FDSVMBSINCR$2780.02%0.07%$53.460.03%5,200
VANGUARD SCOTTSDALE FDSVGSHDECR$274-0.06%0.07%$61.50-0.06%4,455
VANGUARD UTILITIES INDEX FUNDVPUDECR$280-0.42%0.07%$140.42-0.44%1,994
ISHARES TRBUY$2570.00%0.07%$70.280.00%3,657
AMERICAN EXPRESS COMPANYAXPBUY$2350.00%0.06%$141.140.00%1,665
AMERICAN TOWER CORP NEWDECR$215-0.66%0.06%$239.42-0.68%898
CSL LTD SPONSORED ADRDECR$216-0.08%0.06%$101.220.00%2,134
CANADIAN PAC RY LTDINCR$2310.07%0.06%$379.93-0.03%608
CONOCOPHILLIPS COM CL-BBUY$2230.00%0.06%$52.990.00%4,208
DSV PANALPINA AS UNSPONSORED ADRBUY$2160.00%0.06%$98.140.00%2,201
GLACIER BANCORP INC NEW COMBUY$2340.00%0.06%$57.200.00%4,091
NA$2370.00%0.06%$158.000.00%1,500
HDFC BANK LTDINCR$2420.10%0.06%$77.560.02%3,120
ORACLE SYSTEMSORCLBUY$2320.00%0.06%$70.110.00%3,309
PACER FDS TRSRVRDECR$232-0.10%0.06%$36.17-0.11%6,414
PROSPERITY BANCSHARES INCPBBUY$2410.00%0.06%$74.870.00%3,219
SELECT SECTOR SPDR TRBUY$2190.00%0.06%$39.540.00%5,539
SOUTH ST CORPSSBINCR$2380.09%0.06%$78.440.00%3,034
SPDR SER TRBUY$2200.00%0.06%$81.270.00%2,707
STRYKER CORPORATIONSYKBUY$2470.00%0.06%$244.070.00%1,012
TARGET CORPTGTDECR$228-0.07%0.06%$198.26-0.18%1,150
UBER TECHNOLOGIES INCBUY$2390.00%0.06%$54.600.00%4,377
VANGUARD SCOTTSDALE FDSBUY$2120.00%0.06%$92.900.00%2,282
VANGUARD LARGE-CAP INDEX FUNDVVBUY$2200.00%0.06%$185.190.00%1,188
VANGUARD STAR FDSVXUSDECR$233-0.11%0.06%$62.75-0.15%3,713
ISHARES TRAOANA$2160.00%0.06%$66.91-0.04%3,228
ISHARES TRIWNBUY$2250.00%0.06%$159.800.00%1,408
BLACKROCK INVT QUALITY MUN T BUY$1880.00%0.05%$17.660.00%10,648
ISHARES TRIWMBUY$2030.00%0.05%$220.890.00%919
ISHARES TRIWOBUY$2080.00%0.05%$301.010.00%691
LILLY ELI & COLLYBUY$2060.00%0.05%$186.590.00%1,104
METTLER TOLEDO INTERNATIONALMTDINCR$2030.01%0.05%$1153.410.00%176
NESTLE S A SPONSORED ADRNSRGYDECR$202-0.01%0.05%$111.360.04%1,814
PROOFPOINT INCPFPTDECR$208-0.54%0.05%$126.06-0.51%1,650
VANGUARD INDEX FDSVBBUY$2020.00%0.05%$214.670.00%941
ZOETIS INCBUY$2080.00%0.05%$157.810.00%1,318
ATHERSYS INC NEWATHXINCR$1460.03%0.04%$1.800.00%81,150
BARCLAYS BANK PLCVXXBUY$1400.00%0.04%$11.380.00%12,300
PJSC GAZPROM SPON ADROGZPYINCR$720.07%0.02%$6.000.00%12,000
YAMANA GOLD INCDECR$65-0.24%0.02%$4.330.00%15,000
ALKALINE WTR CO INCWTERBUY$220.00%0.01%$1.100.00%20,000
CYTODYN INCCYDYDECR$46-0.50%0.01%$2.710.00%17,000
GENWORTH FINL INCGNWBUY$370.00%0.01%$3.360.00%11,000
NA$00.00%0.00%$0.000.00%40,000
NA$10.00%0.00%$0.060.00%17,000
CBL ASSOC PPTYS INCCBLAQINCR$10.00%0.00%$0.100.00%10,492
NA$00.00%0.00%$0.000.00%20,350
NA$00.00%0.00%$0.000.00%13,080
INCR$32.00%0.00%$0.200.00%15,000
AMC ENTMT HLDGS INCAMCSOLD$00.00%-100.00%$0.000.00%0
EATON VANCE ENHANCED EQUITYEOISOLD$00.00%-100.00%$0.000.00%0
EATON VANCE ENHANCED EQUITY EOSSOLD$00.00%-100.00%$0.000.00%0
ENABLE MIDSTREAM PARTNERS LPENBLSOLD$00.00%-100.00%$0.000.00%0
SOLD$00.00%-100.00%$0.000.00%0
INVESCO EX PFD ETFSOLD$00.00%-100.00%$0.000.00%0
INVESCO EXCH TRADED FD TR IISOLD$00.00%-100.00%$0.000.00%0
KEYSIGHT TECHNOLOGIES INCSOLD$00.00%-100.00%$0.000.00%0
LAS VEGAS SANDS CORPLVSSOLD$00.00%-100.00%$0.000.00%0
NEOS THERAPEUTICS INCNEOSSOLD$00.00%-100.00%$0.000.00%0
Pennantpark Invt CorpPNNTSOLD$00.00%-100.00%$0.000.00%0
PNC FINL SVCS GROUP INCPNCSOLD$00.00%-100.00%$0.000.00%0
RESMED INCRMDSOLD$00.00%-100.00%$0.000.00%0
STARBUCKS CORPSBUXSOLD$00.00%-100.00%$0.000.00%0
VANGUARD SCOTTSDALE FDSSOLD$00.00%-100.00%$0.000.00%0
ISHARES TRITOTSOLD$00.00%-100.00%$0.000.00%0
SPDR SER TRSPABSOLD$00.00%-100.00%$0.000.00%0
ISHARES TRUSRTSOLD$00.00%-100.00%$0.000.00%0