PTTRX | PIMCO Funds Total Return Fund I | 8.49 | N/A | Mutual Fund | NAS |
OTTRX | Otter Creek Long/Short Opportun | 14.14 | N/A | Mutual Fund | NAS |
CTTLX | Calvert Responsible Municipal I | 15.26 | N/A | Mutual Fund | NAS |
MTTRX | Manning & Napier Fd, Target 204 | 8.95 | N/A | Mutual Fund | NAS |
TCTRX | TIAA-CREF Short-Term Bond Fd Re | 9.99 | N/A | Mutual Fund | NAS |
LTTRX | MFS Lifetime 2025 Fund Class R1 | 13.40 | N/A | Mutual Fund | NAS |
CVTRX | Calamos Growth & Income Fund Cl | 47.30 | N/A | Mutual Fund | NAS |
BTTRX | American Century Zero Coupon 20 | 109.34 | N/A | Mutual Fund | NAS |
CDTRX | CDTRX | 0.00 | N/A | Mutual Fund | NAS |
CTHRX | Columbia Global Technology Grow | 90.10 | N/A | Mutual Fund | NAS |
CHTRX | Invesco Charter Fund Class A | 19.57 | N/A | Mutual Fund | NAS |
CTRX | CTRX | N/A | Technology | Stocks | NMS |
CTTRF | CTTRF | 62,225.00 | Industrials | Stocks | PNK |
CTRRX | Calamos Total Return Bond Fd - | 10.00 | N/A | Mutual Fund | NAS |
CQTRX | Columbia Thermostat Fund Class | 15.84 | N/A | Mutual Fund | NAS |
CTLRX | Columbia Limited Duration Credi | 9.70 | N/A | Mutual Fund | NAS |
CTTCX | Calvert Responsible Municipal I | 15.26 | N/A | Mutual Fund | NAS |
CTERX | Columbia Tax-Exempt Fund Class | 11.86 | N/A | Mutual Fund | NAS |
CGTRX | Columbia Select Large Cap Growt | 10.42 | N/A | Mutual Fund | NAS |
CTGRX | Columbia Large Cap Growth Fund | 15.62 | N/A | Mutual Fund | NAS |
CTRTX | Calamos Total Return Bond Fund | 10.37 | N/A | Mutual Fund | NAS |
CCTRX | Columbia Small Cap Value Fund I | 14.04 | N/A | Mutual Fund | NAS |
CATRX | Columbia Strategic Municipal In | 14.73 | N/A | Mutual Fund | NAS |
CTTIX | Calvert Responsible Municipal I | 15.29 | N/A | Mutual Fund | NAS |
ITTRX | Hartford Multi-Asset Income and | 19.28 | N/A | Mutual Fund | NAS |