BEESE FULMER INVESTMENT MANAGEMENT, INC. Diversified Active

CIK: 0000911274 · Show all filings

Period: Q1 2017 (← Previous) (Next →)

Filing Date: Apr 18, 2017

Total Value ($000): $410,691 (100.0% shares, 0.0% debt)

Holdings (175)

JNJ JOHNSON & JOHNSON COM 2.9%
Value ($000) $12,048 Shares 96,738 Est. Cost $61.20 Unrealized +52.6%
DIS DISNEY WALT CO COM DISNEY 2.8%
Value ($000) $11,559 Shares 101,939 Est. Cost $57.79 Unrealized +78.3%
CMCSA COMCAST CORP NEW CL A 2.8%
Value ($000) $11,537 Shares 306,918 Est. Cost $26.81 Unrealized +11.6%
PEP PEPSICO INC COM 2.4%
Value ($000) $10,022 Shares 89,595 Est. Cost $56.74 Unrealized +44.4%
AAPL APPLE INC COM 2.3%
Value ($000) $9,562 Shares 66,563 Est. Cost $19.02 Unrealized +60.0%
MA MASTERCARD INCORPORATED CL A 2.3%
Value ($000) $9,443 Shares 83,961 Est. Cost $70.55 Unrealized +47.8%
PM PHILIP MORRIS INTL INC COM 2.2%
Value ($000) $9,074 Shares 80,374 Est. Cost $50.11 Unrealized +30.9%
XOM EXXON MOBIL CORP COM 2.2%
Value ($000) $9,037 Shares 110,189 Est. Cost $53.89 Unrealized +4.1%
MSFT MICROSOFT CORP COM 2.0%
Value ($000) $8,306 Shares 126,119 Est. Cost $29.95 Unrealized +93.1%
VCSH VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND 1.9%
Value ($000) $7,803 Shares 97,855 Est. Cost $80.06 Unrealized
DISH NETWORK CORP CL A 1.9%
Value ($000) $7,766 Shares 122,323 Est. Cost $42.52 Unrealized
KO COCA COLA CO COM 1.9%
Value ($000) $7,611 Shares 179,334 Est. Cost $27.86 Unrealized +13.1%
SLB SCHLUMBERGER LTD COM 1.9%
Value ($000) $7,608 Shares 97,412 Est. Cost $53.88 Unrealized +17.6%
KHC KRAFT HEINZ CO COM 1.8%
Value ($000) $7,582 Shares 83,498 Est. Cost $47.98 Unrealized +24.9%
PG PROCTER AND GAMBLE CO COM 1.8%
Value ($000) $7,525 Shares 83,754 Est. Cost $55.55 Unrealized +26.1%
META FACEBOOK INC CL A 1.6%
Value ($000) $6,713 Shares 47,257 Est. Cost $93.09 Unrealized +42.6%
BA BOEING CO COM 1.6%
Value ($000) $6,449 Shares 36,463 Est. Cost $86.62 Unrealized +83.3%
T AT&T INC COM 1.6%
Value ($000) $6,413 Shares 154,335 Est. Cost $12.17 Unrealized +37.5%
LOW LOWES COS INC COM 1.5%
Value ($000) $6,071 Shares 73,839 Est. Cost $38.52 Unrealized +68.7%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 1.5%
Value ($000) $6,055 Shares 36,330 Est. Cost $122.18 Unrealized +36.9%
FRCB FIRST REP BK SAN FRANCISCO CAL COM 1.5%
Value ($000) $6,008 Shares 64,040 Est. Cost $59.49 Unrealized +51.8%
CB CHUBB LIMITED COM 1.4%
Value ($000) $5,774 Shares 42,380 Est. Cost $96.34 Unrealized +19.3%
GENERAL ELECTRIC CO COM 1.4%
Value ($000) $5,583 Shares 187,360 Est. Cost $24.19 Unrealized
CVX CHEVRON CORP NEW COM 1.3%
Value ($000) $5,452 Shares 50,774 Est. Cost $70.51 Unrealized +8.9%
ORLY O REILLY AUTOMOTIVE INC NEW COM 1.3%
Value ($000) $5,388 Shares 19,968 Est. Cost $7.45 Unrealized +142.5%
MCD MCDONALDS CORP COM 1.3%
Value ($000) $5,381 Shares 41,515 Est. Cost $74.60 Unrealized +36.3%
GOOGL ALPHABET INC CAP STK CL A 1.3%
Value ($000) $5,232 Shares 6,171 Est. Cost $36.84 Unrealized +13.3%
JPM JPMORGAN CHASE & CO COM 1.2%
Value ($000) $5,015 Shares 57,102 Est. Cost $40.54 Unrealized +71.8%
TWENTY FIRST CENTY FOX INC CL A 1.2%
Value ($000) $5,011 Shares 154,698 Est. Cost $31.67 Unrealized
HBAN HUNTINGTON BANCSHARES INC COM 1.2%
Value ($000) $4,877 Shares 364,198 Est. Cost $6.45 Unrealized +44.6%
GOOG ALPHABET INC CAP STK CL C 1.2%
Value ($000) $4,805 Shares 5,792 Est. Cost $35.78 Unrealized +13.8%
CMI CUMMINS INC COM 1.2%
Value ($000) $4,790 Shares 31,682 Est. Cost $84.39 Unrealized +38.9%
BDX BECTON DICKINSON & CO COM 1.2%
Value ($000) $4,773 Shares 26,022 Est. Cost $84.11 Unrealized +81.5%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A 1.1%
Value ($000) $4,665 Shares 78,370 Est. Cost $42.54 Unrealized +19.8%
MDT MEDTRONIC PLC SHS 1.1%
Value ($000) $4,598 Shares 57,069 Est. Cost $57.98 Unrealized +7.6%
FLEETCOR TECHNOLOGIES INC COM 1.1%
Value ($000) $4,557 Shares 30,093 Est. Cost $92.68 Unrealized
EOG EOG RES INC COM 1.1%
Value ($000) $4,541 Shares 46,551 Est. Cost $61.93 Unrealized +19.9%
IBM INTERNATIONAL BUSINESS MACHS COM 1.1%
Value ($000) $4,325 Shares 24,836 Est. Cost $114.47 Unrealized -0.1%
UPS UNITED PARCEL SERVICE INC CL B 1.0%
Value ($000) $4,139 Shares 38,581 Est. Cost $68.37 Unrealized +14.6%
GS GOLDMAN SACHS GROUP INC COM 1.0%
Value ($000) $4,065 Shares 17,696 Est. Cost $145.70 Unrealized +37.3%
HSY HERSHEY CO COM 1.0%
Value ($000) $3,992 Shares 36,544 Est. Cost $65.69 Unrealized +32.2%
UNILEVER PLC SPON ADR NEW 1.0%
Value ($000) $3,929 Shares 79,623 Est. Cost $42.92 Unrealized
VZ VERIZON COMMUNICATIONS INC COM 0.9%
Value ($000) $3,878 Shares 79,563 Est. Cost $26.84 Unrealized +17.1%
PRAXAIR INC COM 0.9%
Value ($000) $3,856 Shares 32,511 Est. Cost $115.52 Unrealized
ABT ABBOTT LABS COM 0.9%
Value ($000) $3,850 Shares 86,698 Est. Cost $32.48 Unrealized +13.7%
D DOMINION RES INC VA NEW COM 0.9%
Value ($000) $3,591 Shares 46,298 Est. Cost $34.76 Unrealized +47.4%
SENSATA TECHNOLOGIES HLDG NV SHS 0.9%
Value ($000) $3,548 Shares 81,252 Est. Cost $37.02 Unrealized
GIS GENERAL MLS INC COM 0.8%
Value ($000) $3,367 Shares 57,059 Est. Cost $32.86 Unrealized +35.8%
L BRANDS INC COM 0.8%
Value ($000) $3,323 Shares 70,566 Est. Cost $60.22 Unrealized
MRK MERCK & CO INC COM 0.8%
Value ($000) $3,288 Shares 51,744 Est. Cost $37.19 Unrealized +23.8%
SCRIPPS NETWORKS INTERACT INC CL A COM 0.8%
Value ($000) $3,268 Shares 41,698 Est. Cost $66.72 Unrealized
PYPL PAYPAL HLDGS INC COM 0.8%
Value ($000) $3,265 Shares 75,905 Est. Cost $36.21 Unrealized +15.3%
KMPR KEMPER CORP DEL COM 0.8%
Value ($000) $3,120 Shares 78,213 Est. Cost $32.74 Unrealized +30.5%
BMY BRISTOL MYERS SQUIBB CO COM 0.8%
Value ($000) $3,082 Shares 56,665 Est. Cost $35.47 Unrealized +12.6%
INTC INTEL CORP COM 0.7%
Value ($000) $3,058 Shares 84,778 Est. Cost $19.45 Unrealized +52.6%
EMR EMERSON ELEC CO COM 0.7%
Value ($000) $2,943 Shares 49,161 Est. Cost $42.25 Unrealized +13.4%
COP CONOCOPHILLIPS COM 0.7%
Value ($000) $2,869 Shares 57,522 Est. Cost $39.75 Unrealized -8.0%
DU PONT E I DE NEMOURS & CO COM 0.7%
Value ($000) $2,845 Shares 35,413 Est. Cost $54.83 Unrealized
EW EDWARDS LIFESCIENCES CORP COM 0.7%
Value ($000) $2,672 Shares 28,412 Est. Cost $30.19 Unrealized +3.7%
SYF SYNCHRONY FINL COM 0.6%
Value ($000) $2,583 Shares 75,289 Est. Cost $24.90 Unrealized +16.3%
EBAY EBAY INC COM 0.6%
Value ($000) $2,547 Shares 75,880 Est. Cost $21.34 Unrealized +35.6%
BAX BAXTER INTL INC COM 0.6%
Value ($000) $2,498 Shares 48,169 Est. Cost $31.91 Unrealized +32.8%
ROK ROCKWELL AUTOMATION INC COM 0.6%
Value ($000) $2,299 Shares 14,766 Est. Cost $68.64 Unrealized +84.6%
PRICELINE GRP INC COM NEW 0.5%
Value ($000) $2,220 Shares 1,247 Est. Cost $1533.00 Unrealized
SABR SABRE CORP COM 0.5%
Value ($000) $2,161 Shares 101,999 Est. Cost $26.18 Unrealized -12.5%
PFE PFIZER INC COM 0.5%
Value ($000) $2,145 Shares 62,705 Est. Cost $17.53 Unrealized +22.1%
MO ALTRIA GROUP INC COM 0.5%
Value ($000) $2,117 Shares 29,647 Est. Cost $17.13 Unrealized +125.1%
SATS ECHOSTAR CORP CL A 0.5%
Value ($000) $1,849 Shares 32,459 Est. Cost $31.68 Unrealized +37.8%
COLFAX CORP COM 0.4%
Value ($000) $1,839 Shares 46,838 Est. Cost $50.47 Unrealized
MKL MARKEL CORP COM 0.4%
Value ($000) $1,738 Shares 1,781 Est. Cost $525.48 Unrealized +79.9%
NOC NORTHROP GRUMMAN CORP COM 0.4%
Value ($000) $1,646 Shares 6,920 Est. Cost $68.43 Unrealized +200.7%
CW CURTISS WRIGHT CORP COM 0.4%
Value ($000) $1,518 Shares 16,638 Est. Cost $32.35 Unrealized +186.1%
LAMR LAMAR ADVERTISING CO NEW CL A 0.4%
Value ($000) $1,482 Shares 19,829 Est. Cost $59.20 Unrealized
AXP AMERICAN EXPRESS CO COM 0.3%
Value ($000) $1,410 Shares 17,818 Est. Cost $59.88 Unrealized +15.5%
CMG CHIPOTLE MEXICAN GRILL INC COM 0.3%
Value ($000) $1,376 Shares 3,088 Est. Cost $8.71 Unrealized -5.2%
CERNER CORP COM 0.3%
Value ($000) $1,374 Shares 23,344 Est. Cost $58.04 Unrealized
KEY KEYCORP NEW COM 0.3%
Value ($000) $1,314 Shares 73,926 Est. Cost $6.55 Unrealized +90.7%
NSC NORFOLK SOUTHERN CORP COM 0.3%
Value ($000) $1,295 Shares 11,565 Est. Cost $59.47 Unrealized +64.4%
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 0.3%
Value ($000) $1,249 Shares 5 Est. Cost $219349.66 Unrealized +14.4%
TKR TIMKEN CO COM 0.3%
Value ($000) $1,124 Shares 24,872 Est. Cost $37.81 Unrealized +16.6%
ROCKWELL COLLINS INC COM 0.3%
Value ($000) $1,122 Shares 11,545 Est. Cost $63.75 Unrealized
VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF 0.3%
Value ($000) $1,120 Shares 22,639 Est. Cost $49.42 Unrealized
MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND 0.3%
Value ($000) $1,091 Shares 10,728 Est. Cost $100.99 Unrealized
AEP AMERICAN ELEC PWR INC COM 0.3%
Value ($000) $1,063 Shares 15,834 Est. Cost $30.43 Unrealized +55.7%
SHW SHERWIN WILLIAMS CO COM 0.3%
Value ($000) $1,055 Shares 3,400 Est. Cost $62.64 Unrealized +48.4%
LIBERTY GLOBAL PLC SHS CL C 0.3%
Value ($000) $1,049 Shares 29,950 Est. Cost $47.40 Unrealized
SJM SMUCKER J M CO COM NEW 0.3%
Value ($000) $1,038 Shares 7,921 Est. Cost $79.39 Unrealized +29.7%
ADP AUTOMATIC DATA PROCESSING INC COM 0.3%
Value ($000) $1,031 Shares 10,066 Est. Cost $47.06 Unrealized +79.3%
UNP UNION PAC CORP COM 0.2%
Value ($000) $1,016 Shares 9,589 Est. Cost $77.21 Unrealized +13.5%
CSX CSX CORP COM 0.2%
Value ($000) $1,008 Shares 21,658 Est. Cost $6.66 Unrealized +102.6%
L LOEWS CORP COM 0.2%
Value ($000) $973 Shares 20,795 Est. Cost $42.08 Unrealized +6.7%
ABBV ABBVIE INC COM 0.2%
Value ($000) $970 Shares 14,892 Est. Cost $26.55 Unrealized +63.8%
MDLZ MONDELEZ INTL INC CL A 0.2%
Value ($000) $962 Shares 22,337 Est. Cost $23.35 Unrealized +53.7%
TWENTY FIRST CENTY FOX INC CL B 0.2%
Value ($000) $912 Shares 28,684 Est. Cost $32.19 Unrealized
MMM 3M CO COM 0.2%
Value ($000) $866 Shares 4,524 Est. Cost $65.32 Unrealized +74.0%
TDY TELEDYNE TECHNOLOGIES INC COM 0.2%
Value ($000) $790 Shares 6,249 Est. Cost $76.20 Unrealized +67.4%
DISCOVERY COMMUNICATNS NEW COM SER C 0.2%
Value ($000) $750 Shares 26,480 Est. Cost $46.60 Unrealized
FMS FRESENIUS MED CARE AG&CO KGAA SPONSORED ADR 0.2%
Value ($000) $693 Shares 16,460 Est. Cost $35.27 Unrealized
ETN EATON CORP PLC SHS 0.2%
Value ($000) $685 Shares 9,237 Est. Cost $50.94 Unrealized +15.8%
FE FIRSTENERGY CORP COM 0.2%
Value ($000) $676 Shares 21,247 Est. Cost $24.28 Unrealized -12.0%
VOD VODAFONE GROUP PLC NEW SPONSORED ADR 0.2%
Value ($000) $663 Shares 25,095 Est. Cost $36.44 Unrealized
RSG REPUBLIC SVCS INC COM 0.2%
Value ($000) $654 Shares 10,410 Est. Cost $36.58 Unrealized +41.7%
JCI JOHNSON CTLS INTL PLC SHS 0.2%
Value ($000) $646 Shares 15,327 Est. Cost $33.21 Unrealized +3.9%
TDG TRANSDIGM GROUP INC COM 0.1%
Value ($000) $585 Shares 2,658 Est. Cost $121.88 Unrealized +33.7%
VTV VANGUARD VALUE INDEX FUND 0.1%
Value ($000) $562 Shares 5,897 Est. Cost $83.35 Unrealized
PBT PERMIAN BASIN RTY TR UNIT BEN INT 0.1%
Value ($000) $549 Shares 58,720 Est. Cost $12.16 Unrealized
HD HOME DEPOT INC COM 0.1%
Value ($000) $548 Shares 3,735 Est. Cost $92.20 Unrealized +24.0%
DUN & BRADSTREET CORP DEL NEW COM 0.1%
Value ($000) $542 Shares 5,025 Est. Cost $98.01 Unrealized
BUD ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 0.1%
Value ($000) $527 Shares 4,803 Est. Cost $108.98 Unrealized
HUNTINGTON BANCSHARES INC PFD CONV SER A 0.1%
Value ($000) $500 Shares 365 Est. Cost $1255.15 Unrealized
WMT WAL-MART STORES INC COM 0.1%
Value ($000) $489 Shares 6,780 Est. Cost $20.23 Unrealized -2.2%
SYK STRYKER CORP COM 0.1%
Value ($000) $447 Shares 3,394 Est. Cost $61.67 Unrealized +85.7%
GLD SPDR GOLD SHARES 0.1%
Value ($000) $437 Shares 3,680 Est. Cost $119.21 Unrealized
FIDUCIARY CLAYMORE MLP OPP FD COM 0.1%
Value ($000) $421 Shares 26,869 Est. Cost $27.15 Unrealized
BP BP PLC SPONSORED ADR 0.1%
Value ($000) $410 Shares 11,868 Est. Cost $41.38 Unrealized
SHY ISHARES 1-3 YEAR TREASURY BOND ETF 0.1%
Value ($000) $388 Shares 4,590 Est. Cost $85.09 Unrealized
SPY SPDR S&P 500 ETF 0.1%
Value ($000) $380 Shares 1,614 Est. Cost $184.02 Unrealized
LIBERTY MEDIA CORP DELAWARE COM C SIRIUSXM 0.1%
Value ($000) $374 Shares 9,646 Est. Cost $33.42 Unrealized
LBTYAUSD LIBERTY GLOBAL PLC SHS CL A 0.1%
Value ($000) $365 Shares 10,177 Est. Cost $73.50 Unrealized
DISCOVERY COMMUNICATNS NEW COM SER A 0.1%
Value ($000) $344 Shares 11,823 Est. Cost $62.89 Unrealized
ZTS ZOETIS INC CL A 0.1%
Value ($000) $333 Shares 6,237 Est. Cost $43.86 Unrealized +15.0%
CSCO CISCO SYS INC COM 0.1%
Value ($000) $330 Shares 9,766 Est. Cost $20.29 Unrealized +21.9%
CHTR CHARTER COMMUNICATIONS INC NEW CL A 0.1%
Value ($000) $319 Shares 976 Est. Cost $214.89 Unrealized +48.2%
EFA ISHARES MSCI EAFE ETF 0.1%
Value ($000) $312 Shares 5,001 Est. Cost $56.98 Unrealized
BLUE HILLS BANCORP INC COM 0.1%
Value ($000) $310 Shares 17,389 Est. Cost $13.11 Unrealized
APACHE CORP COM 0.1%
Value ($000) $308 Shares 5,993 Est. Cost $81.82 Unrealized
TSCO TRACTOR SUPPLY CO COM 0.1%
Value ($000) $302 Shares 4,385 Est. Cost $12.59 Unrealized +0.7%
VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND 0.1%
Value ($000) $302 Shares 3,361 Est. Cost $83.41 Unrealized
DIEBOLD NXDF INC COM 0.1%
Value ($000) $302 Shares 9,832 Est. Cost $33.61 Unrealized
PSX PHILLIPS 66 COM 0.1%
Value ($000) $302 Shares 3,809 Est. Cost $50.84 Unrealized +12.6%
PNC PNC FINL SVCS GROUP INC COM 0.1%
Value ($000) $300 Shares 2,491 Est. Cost $47.58 Unrealized +91.9%
WALGREENS BOOTS ALLIANCE INC COM 0.1%
Value ($000) $300 Shares 3,614 Est. Cost $84.21 Unrealized
ROYAL DUTCH SHELL PLC SPON ADR B 0.1%
Value ($000) $297 Shares 5,319 Est. Cost $66.60 Unrealized
USB US BANCORP DEL COM NEW 0.1%
Value ($000) $289 Shares 5,610 Est. Cost $29.91 Unrealized +27.3%
IWS ISHARES RUSSELL MID-CAP VALUE ETF 0.1%
Value ($000) $289 Shares 3,478 Est. Cost $67.27 Unrealized
MTUS TIMKENSTEEL CORP COM 0.1%
Value ($000) $282 Shares 14,925 Est. Cost $31.17 Unrealized -42.9%
NEE NEXTERA ENERGY INC COM 0.1%
Value ($000) $282 Shares 2,199 Est. Cost $19.50 Unrealized +29.0%
OLD POINT FINL CORP COM 0.1%
Value ($000) $280 Shares 9,275 Est. Cost $25.01 Unrealized
ELS EQUITY LIFESTYLE PPTYS INC COM 0.1%
Value ($000) $270 Shares 3,510 Est. Cost $67.66 Unrealized
HON HONEYWELL INTL INC COM 0.1%
Value ($000) $262 Shares 2,102 Est. Cost $86.03 Unrealized +6.8%
LIBERTY INTERACTIVE CORP QVC GP COM SER A 0.1%
Value ($000) $260 Shares 12,977 Est. Cost $23.11 Unrealized
FDX FEDEX CORP COM 0.1%
Value ($000) $259 Shares 1,327 Est. Cost $119.68 Unrealized +38.0%
CEDAR FAIR L P DEPOSITRY UNIT 0.1%
Value ($000) $258 Shares 3,800 Est. Cost $58.95 Unrealized
ORCL ORACLE CORP COM 0.1%
Value ($000) $257 Shares 5,771 Est. Cost $35.43 Unrealized +3.0%
AMZN AMAZON COM INC COM 0.1%
Value ($000) $256 Shares 289 Est. Cost $38.27 Unrealized +8.9%
RVSB RIVERVIEW BANCORP INC COM 0.1%
Value ($000) $255 Shares 35,600 Est. Cost $5.95 Unrealized 0.0%
WNEB WESTERN NEW ENG BANCORP INC COM 0.1%
Value ($000) $255 Shares 24,279 Est. Cost $6.49 Unrealized +19.6%
PH PARKER HANNIFIN CORP COM 0.1%
Value ($000) $254 Shares 1,586 Est. Cost $102.98 Unrealized +28.8%
CAT CATERPILLAR INC DEL COM 0.1%
Value ($000) $250 Shares 2,699 Est. Cost $66.01 Unrealized +17.7%
USMV ISHARES EDGE MSCI MIN VOL USA ETF 0.1%
Value ($000) $243 Shares 5,082 Est. Cost $46.24 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 0.1%
Value ($000) $243 Shares 4,200 Est. Cost $55.24 Unrealized
SDY SPDR S&P DIVIDEND ETF 0.1%
Value ($000) $237 Shares 2,688 Est. Cost $84.08 Unrealized
FIRST FINANCIAL NORTHWEST INC COM 0.1%
Value ($000) $236 Shares 13,360 Est. Cost $13.23 Unrealized
DUK DUKE ENERGY CORP NEW COM NEW 0.1%
Value ($000) $236 Shares 2,883 Est. Cost $51.24 Unrealized +7.9%
FNWB FIRST NORTHWEST BANCORP COM 0.1%
Value ($000) $229 Shares 14,766 Est. Cost $11.62 Unrealized +17.9%
WFC WELLS FARGO & CO NEW COM 0.1%
Value ($000) $226 Shares 4,055 Est. Cost $36.83 Unrealized +20.5%
COF CAPITAL ONE FINL CORP COM 0.1%
Value ($000) $225 Shares 2,600 Est. Cost $68.75 Unrealized +11.0%
ESSA BANCORP INC COM 0.1%
Value ($000) $224 Shares 15,397 Est. Cost $12.44 Unrealized
ENTEGRA FINL CORP COM 0.1%
Value ($000) $217 Shares 9,196 Est. Cost $23.60 Unrealized
LIBERTY MEDIA CORP DELAWARE COM A SIRIUSXM 0.1%
Value ($000) $217 Shares 5,585 Est. Cost $38.85 Unrealized
CINF CINCINNATI FINL CORP COM 0.1%
Value ($000) $214 Shares 2,957 Est. Cost $58.81 Unrealized -3.0%
SDOG ALPS SECTOR DIVIDEND DOGS ETF 0.1%
Value ($000) $207 Shares 4,825 Est. Cost $41.66 Unrealized
NIELSEN HLDGS PLC SHS EUR 0.1%
Value ($000) $207 Shares 5,010 Est. Cost $51.11 Unrealized
LMT LOCKHEED MARTIN CORP COM 0.1%
Value ($000) $207 Shares 772 Est. Cost $206.79 Unrealized 0.0%
KMB KIMBERLY CLARK CORP COM 0.0%
Value ($000) $205 Shares 1,556 Est. Cost $92.60 Unrealized 0.0%
POWERSHARES S&P 500 LOW VOLATILITY PORTFOLIO 0.0%
Value ($000) $202 Shares 4,652 Est. Cost $43.42 Unrealized
SOUTHERN NATL BANCORP OF VA IN COM 0.0%
Value ($000) $201 Shares 11,884 Est. Cost $13.04 Unrealized
HOPFED BANCORP INC COM 0.0%
Value ($000) $201 Shares 14,064 Est. Cost $13.44 Unrealized
UNITED CMNTY FINL CORP OHIO COM 0.0%
Value ($000) $197 Shares 23,661 Est. Cost $8.33 Unrealized
CLEARBRIDGE ENERGY MLP FD INC COM 0.0%
Value ($000) $184 Shares 10,975 Est. Cost $15.94 Unrealized
AMERICAN RIVER BANKSHARES COM 0.0%
Value ($000) $155 Shares 10,441 Est. Cost $10.25 Unrealized
BANK MUTUAL CORP NEW COM 0.0%
Value ($000) $127 Shares 13,534 Est. Cost $7.83 Unrealized
SJT SAN JUAN BASIN RTY TR UNIT BEN INT 0.0%
Value ($000) $79 Shares 10,900 Est. Cost $16.82 Unrealized
HL HECLA MNG CO COM 0.0%
Value ($000) $70 Shares 13,250 Est. Cost $5.62 Unrealized -1.4%
EXK ENDEAVOUR SILVER CORP COM 0.0%
Value ($000) $35 Shares 11,000 Est. Cost $4.03 Unrealized -3.0%