MAI Capital Management Diversified Active

CIK: 0001040197 · Show all filings

Period: Q2 2018 (← Previous) (Next →)

Filing Date: Aug 16, 2018

Total Value ($000): $1,854,054 (100.0% shares, 0.0% debt)

Holdings (487)

SPY SPDR S&P 500 ETF 6.0%
Value ($000) $111,326 Shares 410,372 Est. Cost $209.11 Unrealized
MDY SPDR S&P Mid Cap 400 ETF 4.5%
Value ($000) $82,947 Shares 233,639 Est. Cost $269.03 Unrealized
IVV iShares S&P 500 Index 3.9%
Value ($000) $72,293 Shares 264,762 Est. Cost $227.09 Unrealized
IJH iShares S&P Mid Cap Index 2.7%
Value ($000) $50,667 Shares 260,122 Est. Cost $160.06 Unrealized
AAPL Apple Inc 2.0%
Value ($000) $36,674 Shares 198,119 Est. Cost $25.52 Unrealized +67.5%
iShares Core MSCI Emerging Mkt 1.8%
Value ($000) $33,246 Shares 633,130 Est. Cost $46.91 Unrealized
iShares Core MSCI EAFE 1.7%
Value ($000) $31,194 Shares 492,247 Est. Cost $59.85 Unrealized
IWM iShares Russell 2000 Index 1.6%
Value ($000) $30,480 Shares 186,113 Est. Cost $122.71 Unrealized
IJR iShares S&P Small Cap Index 1.4%
Value ($000) $25,648 Shares 307,305 Est. Cost $82.49 Unrealized
QQQ Invesco QQQ Trust 1.3%
Value ($000) $24,494 Shares 142,697 Est. Cost $171.65 Unrealized
JPM JPMorgan Chase & Co. 1.3%
Value ($000) $24,045 Shares 230,758 Est. Cost $40.57 Unrealized +119.4%
SDY SPDR S&P Dividend ETF 1.3%
Value ($000) $23,938 Shares 258,226 Est. Cost $78.78 Unrealized
IWF iShares Russell 1000 Growth In 1.3%
Value ($000) $23,896 Shares 166,174 Est. Cost $100.32 Unrealized
IJK iShares S&P Mid Cap 400 Growth 1.2%
Value ($000) $22,784 Shares 101,361 Est. Cost $171.91 Unrealized
EFA iShares MSCI EAFE Index 1.2%
Value ($000) $22,257 Shares 332,343 Est. Cost $60.87 Unrealized
JNJ Johnson & Johnson 1.1%
Value ($000) $20,887 Shares 172,139 Est. Cost $71.40 Unrealized +41.0%
MSFT Microsoft Corporation 1.1%
Value ($000) $20,831 Shares 211,243 Est. Cost $44.27 Unrealized +102.8%
UNH UnitedHealth Group Inc 1.1%
Value ($000) $20,590 Shares 83,926 Est. Cost $93.74 Unrealized +126.3%
IJJ iShares S&P Mid Cap 400 Value 1.1%
Value ($000) $20,179 Shares 124,538 Est. Cost $134.49 Unrealized
BA Boeing Company 1.0%
Value ($000) $19,359 Shares 57,699 Est. Cost $111.63 Unrealized +195.9%
INTC Intel Corp 1.0%
Value ($000) $18,336 Shares 368,857 Est. Cost $25.46 Unrealized +76.9%
HD Home Depot, Inc. 0.9%
Value ($000) $16,903 Shares 86,636 Est. Cost $63.22 Unrealized +145.2%
JPM S&P 500 Nt due 12/6/18 0.9%
Value ($000) $16,773 Shares 14,115,000 Est. Cost $0.99 Unrealized
ABT Abbott Laboratories 0.9%
Value ($000) $15,774 Shares 258,639 Est. Cost $29.78 Unrealized +78.5%
Comcast Corp. Cl A 0.8%
Value ($000) $15,429 Shares 470,268 Est. Cost $48.14 Unrealized
NEE NextEra Energy 0.8%
Value ($000) $15,426 Shares 92,353 Est. Cost $20.01 Unrealized +67.0%
CSCO Cisco Systems 0.8%
Value ($000) $14,904 Shares 346,372 Est. Cost $20.21 Unrealized +71.9%
AMGN Amgen Inc 0.7%
Value ($000) $13,471 Shares 72,979 Est. Cost $95.41 Unrealized +47.0%
QCOM Qualcomm Incorporated 0.7%
Value ($000) $13,276 Shares 236,560 Est. Cost $46.74 Unrealized -1.8%
IWD iShares Russell 1000 Value Ind 0.7%
Value ($000) $13,199 Shares 108,742 Est. Cost $107.92 Unrealized
Raytheon Company 0.7%
Value ($000) $13,111 Shares 67,871 Est. Cost $109.79 Unrealized
V Visa Inc Cl A 0.7%
Value ($000) $12,762 Shares 96,351 Est. Cost $68.67 Unrealized +77.8%
GS EEM Nt due 12/6/18 0.7%
Value ($000) $12,757 Shares 9,715,000 Est. Cost $1.02 Unrealized
DBEF Deutsche X Tracks MSCI EAFE 0.7%
Value ($000) $12,638 Shares 402,475 Est. Cost $29.47 Unrealized
BAC Bank of America Corp 0.7%
Value ($000) $12,614 Shares 447,454 Est. Cost $13.87 Unrealized +79.1%
PEP PepsiCo, Inc. 0.7%
Value ($000) $12,201 Shares 112,066 Est. Cost $68.57 Unrealized +19.2%
VWO Vanguard FTSE Emerging Mkts ET 0.6%
Value ($000) $11,977 Shares 283,809 Est. Cost $38.99 Unrealized
AMZN Amazon.com 0.6%
Value ($000) $11,955 Shares 7,033 Est. Cost $40.04 Unrealized +98.2%
UBS E-TRACS Alerian MLP Infras 0.6%
Value ($000) $11,873 Shares 518,010 Est. Cost $27.29 Unrealized
WFC Wells Fargo & Company 0.6%
Value ($000) $11,636 Shares 209,887 Est. Cost $38.08 Unrealized +13.8%
MS EFA Nt Due 12/8/18 0.6%
Value ($000) $11,497 Shares 9,250,000 Est. Cost $0.95 Unrealized
MS SPX Nt 2/6/20 0.6%
Value ($000) $11,278 Shares 10,577,000 Est. Cost $1.01 Unrealized
PKB Invesco Dynamic Building and C 0.6%
Value ($000) $11,148 Shares 365,510 Est. Cost $30.50 Unrealized
EPD Enterprise Products Ptnrs 0.6%
Value ($000) $11,139 Shares 402,576 Est. Cost $47.22 Unrealized
FEZ SPDR Euro STOXX 50 ETF 0.6%
Value ($000) $10,937 Shares 285,350 Est. Cost $37.88 Unrealized
IVE iShares S&P Barra Value Index 0.6%
Value ($000) $10,775 Shares 97,842 Est. Cost $100.06 Unrealized
DEO Diageo PLC ADR 0.6%
Value ($000) $10,479 Shares 72,768 Est. Cost $112.68 Unrealized
NKE Nike Inc. 0.6%
Value ($000) $10,460 Shares 131,277 Est. Cost $48.05 Unrealized +32.8%
HON Honeywell International, Inc. 0.6%
Value ($000) $10,458 Shares 72,599 Est. Cost $57.23 Unrealized +98.4%
IWO iShares Russell 2000 Growth In 0.6%
Value ($000) $10,430 Shares 51,045 Est. Cost $147.78 Unrealized
Chubb Ltd 0.6%
Value ($000) $10,224 Shares 80,491 Est. Cost $120.13 Unrealized
VMC Vulcan Materials 0.5%
Value ($000) $9,997 Shares 77,463 Est. Cost $108.15 Unrealized +6.6%
Alphabet Inc Class C 0.5%
Value ($000) $9,765 Shares 8,753 Est. Cost $627.98 Unrealized
VZ Verizon Communications 0.5%
Value ($000) $9,750 Shares 193,801 Est. Cost $28.31 Unrealized +13.8%
IVW iShares S&P 500 Growth 0.5%
Value ($000) $9,511 Shares 58,489 Est. Cost $124.78 Unrealized
C Citigroup 0.5%
Value ($000) $9,503 Shares 142,011 Est. Cost $47.67 Unrealized +11.2%
KMI Kinder Morgan, Inc. 0.5%
Value ($000) $9,331 Shares 528,083 Est. Cost $13.19 Unrealized -19.8%
JPM S&P 500 Nt due 4/10/19 0.5%
Value ($000) $9,237 Shares 7,890,000 Est. Cost $1.02 Unrealized
EEM iShares MSCI Emerg Mkts Indx F 0.5%
Value ($000) $8,887 Shares 205,096 Est. Cost $39.29 Unrealized
IWN iShares Russell 2000 Value Ind 0.5%
Value ($000) $8,796 Shares 66,679 Est. Cost $106.08 Unrealized
JPMorgan Alerian MLP Index 0.5%
Value ($000) $8,564 Shares 322,207 Est. Cost $42.01 Unrealized
T A T & T Corp New 0.5%
Value ($000) $8,449 Shares 263,127 Est. Cost $14.34 Unrealized +1.3%
Magellan Midstream Ptnrs LP 0.5%
Value ($000) $8,417 Shares 121,847 Est. Cost $59.07 Unrealized
ADBE Adobe Systems 0.4%
Value ($000) $8,231 Shares 33,760 Est. Cost $72.06 Unrealized +228.3%
RSPH Invesco S&P 500 Healthcare 0.4%
Value ($000) $7,984 Shares 43,698 Est. Cost $182.71 Unrealized
META Facebook 0.4%
Value ($000) $7,940 Shares 40,860 Est. Cost $149.42 Unrealized +20.1%
SCZ iShares MSCI EAFE Small Cap In 0.4%
Value ($000) $7,706 Shares 122,832 Est. Cost $51.77 Unrealized
Alphabet Inc Class A 0.4%
Value ($000) $7,694 Shares 6,814 Est. Cost $785.81 Unrealized
Xilinx Inc 0.4%
Value ($000) $7,616 Shares 116,705 Est. Cost $63.40 Unrealized
OXY Occidental Petroleum 0.4%
Value ($000) $7,590 Shares 90,707 Est. Cost $60.91 Unrealized +8.9%
MPC Marathon Petroleum Corp 0.4%
Value ($000) $7,577 Shares 108,001 Est. Cost $34.87 Unrealized +72.1%
CVX Chevron Corporation 0.4%
Value ($000) $7,541 Shares 59,643 Est. Cost $67.36 Unrealized +32.3%
Booking Holdings Inc 0.4%
Value ($000) $7,493 Shares 3,697 Est. Cost $2079.26 Unrealized
BUD Anheuser-Busch InBev 0.4%
Value ($000) $7,386 Shares 73,305 Est. Cost $110.20 Unrealized
ETN Eaton Corporation 0.4%
Value ($000) $7,333 Shares 98,117 Est. Cost $67.90 Unrealized -1.3%
GS Russell 2000 Idx Due 5/20 0.4%
Value ($000) $7,315 Shares 5,805,000 Est. Cost $1.03 Unrealized
MO Altria Group Inc. 0.4%
Value ($000) $7,148 Shares 125,863 Est. Cost $33.27 Unrealized -3.2%
GS S&P 400 Mid Nt due 4/9/19 0.4%
Value ($000) $7,006 Shares 5,955,000 Est. Cost $1.04 Unrealized
BRK/B Berkshire Hathaway Class B 0.4%
Value ($000) $6,971 Shares 37,347 Est. Cost $153.26 Unrealized +27.2%
COST Costco Wholesale Corp 0.4%
Value ($000) $6,958 Shares 33,295 Est. Cost $114.51 Unrealized +55.2%
BMY Bristol-Myers Squibb 0.4%
Value ($000) $6,932 Shares 125,262 Est. Cost $39.61 Unrealized +2.6%
WY Weyerhauser Corporation 0.4%
Value ($000) $6,924 Shares 189,896 Est. Cost $21.60 Unrealized +25.3%
MET Metlife Inc. 0.4%
Value ($000) $6,877 Shares 157,729 Est. Cost $31.97 Unrealized +12.3%
ORCL Oracle Corp 0.4%
Value ($000) $6,857 Shares 155,629 Est. Cost $36.76 Unrealized +12.0%
DIS Disney, Walt Co. 0.4%
Value ($000) $6,806 Shares 64,940 Est. Cost $93.33 Unrealized +4.1%
EQT Midstream Partners, LP 0.4%
Value ($000) $6,603 Shares 127,982 Est. Cost $74.90 Unrealized
BP BP Amoco PLC ADR 0.4%
Value ($000) $6,555 Shares 143,567 Est. Cost $41.77 Unrealized
MDLZ Mondelez Intl Inc Com 0.4%
Value ($000) $6,513 Shares 158,848 Est. Cost $32.51 Unrealized +2.6%
SPDR S&P Bank ETF 0.3%
Value ($000) $6,487 Shares 137,551 Est. Cost $45.70 Unrealized
UPS United Parcel Service Inc. 0.3%
Value ($000) $6,246 Shares 58,793 Est. Cost $74.84 Unrealized +11.9%
VEA Vanguard FTSE Developed Mkts E 0.3%
Value ($000) $5,915 Shares 137,879 Est. Cost $38.64 Unrealized
MS EEM Nt due 4/8/19 0.3%
Value ($000) $5,867 Shares 4,945,000 Est. Cost $0.94 Unrealized
PG Procter & Gamble 0.3%
Value ($000) $5,823 Shares 74,594 Est. Cost $60.52 Unrealized +2.1%
Valero Energy Partners LP 0.3%
Value ($000) $5,768 Shares 151,520 Est. Cost $42.08 Unrealized
CVS CVS Health Corp. 0.3%
Value ($000) $5,630 Shares 87,488 Est. Cost $69.50 Unrealized -25.6%
XOM Exxon Mobil Corp 0.3%
Value ($000) $5,608 Shares 67,788 Est. Cost $53.36 Unrealized +5.2%
GS S&P500 buffered equity Nt 9 0.3%
Value ($000) $5,307 Shares 4,700,000 Est. Cost $0.99 Unrealized
TRGP Targa Resources Prtns Com St 0.3%
Value ($000) $5,108 Shares 103,210 Est. Cost $36.16 Unrealized -0.1%
RBC SX5E Abs Ret due 8/13/20 0.3%
Value ($000) $5,092 Shares 5,072,000 Est. Cost $0.98 Unrealized
DLS WisdomTree Int'l Small Cap Div 0.3%
Value ($000) $5,013 Shares 69,674 Est. Cost $59.43 Unrealized
Antero Midstream Partners LP 0.3%
Value ($000) $4,899 Shares 165,959 Est. Cost $29.57 Unrealized
ABBV AbbVie Inc. 0.3%
Value ($000) $4,820 Shares 52,021 Est. Cost $39.84 Unrealized +77.0%
TYL Tyler Technologies Inc 0.3%
Value ($000) $4,752 Shares 21,395 Est. Cost $166.17 Unrealized +35.3%
JPM EAFE Nt due 4/10/2019 0.3%
Value ($000) $4,685 Shares 3,915,000 Est. Cost $0.99 Unrealized
Energy Transfer Ptnrs LP 0.3%
Value ($000) $4,672 Shares 245,353 Est. Cost $18.71 Unrealized
MRK Merck & Co 0.3%
Value ($000) $4,644 Shares 76,509 Est. Cost $38.99 Unrealized +14.2%
DVY iShares Select Dividend ETF 0.2%
Value ($000) $4,337 Shares 44,375 Est. Cost $81.16 Unrealized
Tallgrass Energy LP 0.2%
Value ($000) $4,194 Shares 189,277 Est. Cost $23.36 Unrealized
Blackrock Inc 0.2%
Value ($000) $4,134 Shares 8,285 Est. Cost $346.06 Unrealized
BIDU Baidu ADR 0.2%
Value ($000) $4,113 Shares 16,924 Est. Cost $126.88 Unrealized
GS SX5E Nt due 3/31/20 0.2%
Value ($000) $4,091 Shares 4,278,000 Est. Cost $1.00 Unrealized
AMT American Tower 0.2%
Value ($000) $4,084 Shares 28,324 Est. Cost $75.90 Unrealized +50.0%
RBC SPX due 8/13/20 0.2%
Value ($000) $4,067 Shares 3,967,000 Est. Cost $1.00 Unrealized
GEL Genesis Energy LP 0.2%
Value ($000) $4,022 Shares 183,589 Est. Cost $24.33 Unrealized
ET Energy Transfer Equity LP 0.2%
Value ($000) $3,935 Shares 228,118 Est. Cost $29.99 Unrealized
NFLX Netflix Inc. 0.2%
Value ($000) $3,899 Shares 9,960 Est. Cost $15.74 Unrealized +116.6%
MPLX MPLX LP 0.2%
Value ($000) $3,846 Shares 112,648 Est. Cost $54.02 Unrealized
SLB Schlumberger Limited 0.2%
Value ($000) $3,843 Shares 57,339 Est. Cost $56.08 Unrealized -1.8%
PFE Pfizer Inc 0.2%
Value ($000) $3,842 Shares 105,910 Est. Cost $18.43 Unrealized +31.9%
Wisdomtree Midcap Dividend 0.2%
Value ($000) $3,791 Shares 105,891 Est. Cost $45.84 Unrealized
IJS iShares S&P Small Cap 600 Valu 0.2%
Value ($000) $3,749 Shares 22,962 Est. Cost $134.45 Unrealized
Williams Partners LP 0.2%
Value ($000) $3,543 Shares 87,291 Est. Cost $49.06 Unrealized
CAH Cardinal Health Inc. 0.2%
Value ($000) $3,528 Shares 72,247 Est. Cost $62.74 Unrealized -28.1%
General Electric Company 0.2%
Value ($000) $3,490 Shares 256,445 Est. Cost $23.79 Unrealized
Intercontinental Exchange, Inc 0.2%
Value ($000) $3,414 Shares 46,422 Est. Cost $95.10 Unrealized
Western Gas Equity Partners LP 0.2%
Value ($000) $3,349 Shares 93,669 Est. Cost $45.95 Unrealized
VTI Vanguard Tot Stock Mrkt ETF 0.2%
Value ($000) $3,285 Shares 23,391 Est. Cost $119.13 Unrealized
SHW Sherwin Williams Company 0.2%
Value ($000) $3,250 Shares 7,974 Est. Cost $99.74 Unrealized +21.2%
GS S&P 500 Nt 8/2/19 0.2%
Value ($000) $3,184 Shares 2,790,000 Est. Cost $1.03 Unrealized
Western Gas Partners 0.2%
Value ($000) $3,147 Shares 65,024 Est. Cost $64.66 Unrealized
JPM Russell 2000 Nt due 4/10/1 0.2%
Value ($000) $3,103 Shares 2,570,000 Est. Cost $1.04 Unrealized
Phillips 66 Partners LP Common 0.2%
Value ($000) $3,076 Shares 60,234 Est. Cost $50.87 Unrealized
RBC RTY due 8/28/19 0.2%
Value ($000) $3,033 Shares 2,900,000 Est. Cost $0.99 Unrealized
Medtronic Plc 0.2%
Value ($000) $2,923 Shares 34,147 Est. Cost $77.10 Unrealized
United Technologies 0.2%
Value ($000) $2,860 Shares 22,874 Est. Cost $114.32 Unrealized
GS S&P MidCap 400 8/2/19 0.2%
Value ($000) $2,846 Shares 2,515,000 Est. Cost $1.02 Unrealized
Vaneck Vectors ETF TR 0.1%
Value ($000) $2,758 Shares 123,626 Est. Cost $27.71 Unrealized
Andeavor Logistics LP 0.1%
Value ($000) $2,721 Shares 63,990 Est. Cost $49.13 Unrealized
DowDuPont Inc. 0.1%
Value ($000) $2,710 Shares 41,114 Est. Cost $69.08 Unrealized
NOC Northrop Grumman Corp 0.1%
Value ($000) $2,696 Shares 8,762 Est. Cost $220.49 Unrealized +32.2%
Nextera Energy Partners Lp 0.1%
Value ($000) $2,692 Shares 57,673 Est. Cost $29.82 Unrealized
ITA iShares Dow Jones US Aerospace 0.1%
Value ($000) $2,536 Shares 13,175 Est. Cost $171.24 Unrealized
IJT iShares S&P Small Cap 600 Grow 0.1%
Value ($000) $2,528 Shares 13,379 Est. Cost $138.13 Unrealized
Allergan PLC 0.1%
Value ($000) $2,504 Shares 15,017 Est. Cost $166.13 Unrealized
ADM Archer Daniels Midland Co. 0.1%
Value ($000) $2,488 Shares 54,290 Est. Cost $24.37 Unrealized +47.1%
GSLC GS Activebeta Large Cap ETF 0.1%
Value ($000) $2,480 Shares 45,292 Est. Cost $51.79 Unrealized
JPM SPX Nt due 12/23/20 0.1%
Value ($000) $2,443 Shares 2,485,000 Est. Cost $0.98 Unrealized
EOG EOG Resources 0.1%
Value ($000) $2,405 Shares 19,328 Est. Cost $74.42 Unrealized +17.2%
CTSH Cognizant Technology Solutions 0.1%
Value ($000) $2,363 Shares 29,916 Est. Cost $40.67 Unrealized +73.2%
LOW Lowe's Cos. 0.1%
Value ($000) $2,231 Shares 23,345 Est. Cost $56.84 Unrealized +38.4%
PM Philip Morris Int'l 0.1%
Value ($000) $2,221 Shares 27,512 Est. Cost $56.25 Unrealized +0.6%
GILD Gilead Sciences Inc 0.1%
Value ($000) $2,213 Shares 31,246 Est. Cost $62.00 Unrealized -15.0%
RBC EEM due 6/11/20 0.1%
Value ($000) $2,070 Shares 2,150,000 Est. Cost $1.01 Unrealized
UNP Union Pacific Corp 0.1%
Value ($000) $2,061 Shares 14,550 Est. Cost $92.87 Unrealized +26.8%
STT State Street Corp. 0.1%
Value ($000) $2,041 Shares 21,929 Est. Cost $44.75 Unrealized +74.0%
ACN Accenture PLC Cl A 0.1%
Value ($000) $2,028 Shares 12,396 Est. Cost $69.14 Unrealized +101.5%
GS MID Nt due 12/24/20 0.1%
Value ($000) $1,971 Shares 2,010,000 Est. Cost $0.98 Unrealized
EXC Exelon Corp. 0.1%
Value ($000) $1,971 Shares 46,270 Est. Cost $16.98 Unrealized +29.4%
ROP Roper Industries 0.1%
Value ($000) $1,934 Shares 7,009 Est. Cost $125.97 Unrealized +109.4%
GS MID due 6/11/20 0.1%
Value ($000) $1,932 Shares 1,900,000 Est. Cost $1.00 Unrealized
EL Estee Lauder 0.1%
Value ($000) $1,872 Shares 13,122 Est. Cost $65.21 Unrealized +106.2%
IWR iShares Russell Mid Cap Index 0.1%
Value ($000) $1,868 Shares 8,804 Est. Cost $175.50 Unrealized
XBI SPDR S&P Biotech 0.1%
Value ($000) $1,858 Shares 19,516 Est. Cost $70.60 Unrealized
MS SPX due 6/11/20 0.1%
Value ($000) $1,855 Shares 1,850,000 Est. Cost $1.00 Unrealized
MS EFA Nt 8/2/19 0.1%
Value ($000) $1,804 Shares 1,557,000 Est. Cost $1.04 Unrealized
GS EFA Nt due 11/26/19 0.1%
Value ($000) $1,802 Shares 1,720,000 Est. Cost $1.01 Unrealized
GS Goldman Sachs Group, Inc. 0.1%
Value ($000) $1,795 Shares 8,139 Est. Cost $193.21 Unrealized +3.9%
PVH PVH Corp 0.1%
Value ($000) $1,789 Shares 11,946 Est. Cost $113.41 Unrealized +37.3%
GS EEM Nt due 11/26/19 0.1%
Value ($000) $1,768 Shares 1,690,000 Est. Cost $1.01 Unrealized
Fidelity Natl Finl Inc New 0.1%
Value ($000) $1,712 Shares 45,505 Est. Cost $34.09 Unrealized
MCD McDonalds Corp 0.1%
Value ($000) $1,693 Shares 10,803 Est. Cost $79.20 Unrealized +71.1%
STZ Constellation Brands Inc. 0.1%
Value ($000) $1,656 Shares 7,565 Est. Cost $168.44 Unrealized +18.5%
META Facebook 0.1%
Value ($000) $1,652 Shares 8,500 Est. Cost $149.42 Unrealized +20.1%
RBC RTY Nt due 12/24/20 0.1%
Value ($000) $1,644 Shares 1,700,000 Est. Cost $0.97 Unrealized
ITB iShares US Home Construction 0.1%
Value ($000) $1,639 Shares 42,950 Est. Cost $25.88 Unrealized
USB US Bancorp 0.1%
Value ($000) $1,603 Shares 32,043 Est. Cost $37.59 Unrealized -0.9%
DHR Danaher Corp. 0.1%
Value ($000) $1,592 Shares 16,131 Est. Cost $31.13 Unrealized +176.2%
IWS iShares Russell Mid Cap Value 0.1%
Value ($000) $1,571 Shares 17,756 Est. Cost $79.34 Unrealized
JPM Russell 2000 Nt 8/2/19 0.1%
Value ($000) $1,558 Shares 1,340,000 Est. Cost $1.02 Unrealized
GS MSCI EM 8/2/19 0.1%
Value ($000) $1,491 Shares 1,300,000 Est. Cost $1.05 Unrealized
AME Ametek Inc 0.1%
Value ($000) $1,473 Shares 20,409 Est. Cost $45.24 Unrealized +55.5%
AVGO Broadcom Inc 0.1%
Value ($000) $1,444 Shares 5,952 Est. Cost $19.94 Unrealized -1.1%
PayPal Holdings, Inc 0.1%
Value ($000) $1,419 Shares 17,040 Est. Cost $41.48 Unrealized
IBM Int'l Business Machines Corp. 0.1%
Value ($000) $1,414 Shares 10,122 Est. Cost $112.12 Unrealized -10.8%
TROW T. Rowe Price Associates Inc 0.1%
Value ($000) $1,403 Shares 12,087 Est. Cost $49.14 Unrealized +76.1%
SNPS Synopsys Inc 0.1%
Value ($000) $1,392 Shares 16,263 Est. Cost $38.06 Unrealized +129.0%
TYL Tyler Technologies Inc 0.1%
Value ($000) $1,333 Shares 6,000 Est. Cost $166.17 Unrealized +35.3%
IYR iShares Dow Jones US RE Index 0.1%
Value ($000) $1,318 Shares 16,359 Est. Cost $63.36 Unrealized
MMM 3M Company 0.1%
Value ($000) $1,311 Shares 6,666 Est. Cost $78.35 Unrealized +66.1%
CTAS Cintas Inc. 0.1%
Value ($000) $1,298 Shares 7,016 Est. Cost $10.71 Unrealized +288.8%
IWP iShares Russell Mid Cap Growth 0.1%
Value ($000) $1,283 Shares 10,124 Est. Cost $102.42 Unrealized
WMT Walmart Inc 0.1%
Value ($000) $1,282 Shares 14,966 Est. Cost $25.01 Unrealized +1.0%
TTC Toro Co 0.1%
Value ($000) $1,257 Shares 20,864 Est. Cost $60.27 Unrealized 0.0%
BIIB Biogen Inc 0.1%
Value ($000) $1,234 Shares 4,253 Est. Cost $318.34 Unrealized -11.7%
SCHW Charles Schwab 0.1%
Value ($000) $1,230 Shares 24,068 Est. Cost $42.97 Unrealized +16.0%
GD General Dynamics 0.1%
Value ($000) $1,195 Shares 6,408 Est. Cost $90.62 Unrealized +89.9%
MPWR Monolithic Power Systems 0.1%
Value ($000) $1,189 Shares 8,895 Est. Cost $68.61 Unrealized +74.3%
TRV Travelers Companies Inc 0.1%
Value ($000) $1,173 Shares 9,587 Est. Cost $69.68 Unrealized +59.1%
CL Colgate Palmolive 0.1%
Value ($000) $1,162 Shares 17,929 Est. Cost $45.15 Unrealized +20.9%
SNA Snap-On Inc 0.1%
Value ($000) $1,132 Shares 7,042 Est. Cost $103.06 Unrealized +20.7%
BRK/A Berkshire Hathaway 0.1%
Value ($000) $1,128 Shares 4 Est. Cost $211925.12 Unrealized +38.2%
TXRH Texas Roadhouse 0.1%
Value ($000) $1,127 Shares 17,208 Est. Cost $19.66 Unrealized +181.7%
JKHY Henry Jack and Associates Inc 0.1%
Value ($000) $1,106 Shares 8,485 Est. Cost $42.00 Unrealized +169.9%
CRL Charles River Laboratories Int 0.1%
Value ($000) $1,106 Shares 9,855 Est. Cost $98.49 Unrealized +9.8%
RBC EFA due 6/11/20 0.1%
Value ($000) $1,101 Shares 1,125,000 Est. Cost $0.99 Unrealized
VEU Vanguard FTSE All-World Ex-US 0.1%
Value ($000) $1,092 Shares 21,056 Est. Cost $50.46 Unrealized
PH Parker-Hannifin 0.1%
Value ($000) $1,090 Shares 6,991 Est. Cost $78.36 Unrealized +93.9%
RMD ResMed Inc 0.1%
Value ($000) $1,072 Shares 10,350 Est. Cost $50.71 Unrealized +85.6%
LII Lennox International Inc 0.1%
Value ($000) $1,047 Shares 5,231 Est. Cost $76.56 Unrealized +141.0%
CPRT Copart Inc 0.1%
Value ($000) $1,046 Shares 18,485 Est. Cost $9.73 Unrealized +39.2%
IWB iShares Russell 1000 0.1%
Value ($000) $1,031 Shares 6,786 Est. Cost $116.72 Unrealized
IPG Photonics Corp Com 0.1%
Value ($000) $1,028 Shares 4,661 Est. Cost $94.10 Unrealized
SSNC S S & C Technologies Inc 0.1%
Value ($000) $1,027 Shares 19,780 Est. Cost $38.59 Unrealized +31.2%
BURL Burlington Stores Inc 0.1%
Value ($000) $1,023 Shares 6,798 Est. Cost $101.81 Unrealized +39.8%
VGT Vanguard Information Technolog 0.1%
Value ($000) $1,017 Shares 5,606 Est. Cost $131.84 Unrealized
Charter Communications Inc 0.1%
Value ($000) $1,016 Shares 3,464 Est. Cost $239.32 Unrealized
POOL Pool Corp. 0.1%
Value ($000) $1,012 Shares 6,680 Est. Cost $101.27 Unrealized +33.0%
Cooper Companies 0.1%
Value ($000) $1,004 Shares 4,265 Est. Cost $127.80 Unrealized
YUM Yum! Brands Inc. 0.1%
Value ($000) $1,002 Shares 12,815 Est. Cost $42.08 Unrealized +72.5%
SBUX Starbucks Corp 0.1%
Value ($000) $1,000 Shares 20,472 Est. Cost $36.79 Unrealized +30.7%
Vaneck Vectors ETF TR 0.1%
Value ($000) $999 Shares 16,067 Est. Cost $48.22 Unrealized
DE Deere & Co 0.1%
Value ($000) $994 Shares 7,111 Est. Cost $71.25 Unrealized +84.3%
Citrix Systems Inc 0.1%
Value ($000) $981 Shares 9,356 Est. Cost $61.68 Unrealized
LW Lamb Weston Holdings Inc 0.1%
Value ($000) $974 Shares 14,212 Est. Cost $50.37 Unrealized +15.9%
MTD Mettler-Toledo International 0.1%
Value ($000) $968 Shares 1,673 Est. Cost $265.46 Unrealized +114.9%
GS MSCI EM Nt due 12/24/20 0.1%
Value ($000) $963 Shares 985,000 Est. Cost $0.98 Unrealized
CRI Carter's Inc 0.1%
Value ($000) $959 Shares 8,845 Est. Cost $57.80 Unrealized +48.1%
MKC McCormick & Co 0.1%
Value ($000) $956 Shares 8,239 Est. Cost $41.10 Unrealized +10.5%
RJF Raymond James Financial 0.1%
Value ($000) $937 Shares 10,491 Est. Cost $27.00 Unrealized +104.1%
Steris Plc 0.1%
Value ($000) $935 Shares 8,900 Est. Cost $88.41 Unrealized
CHD Church & Dwight Co 0.0%
Value ($000) $924 Shares 17,387 Est. Cost $35.58 Unrealized +23.9%
SYK Stryker Corp. 0.0%
Value ($000) $887 Shares 5,254 Est. Cost $76.09 Unrealized +103.4%
GWX SPDR S&P Int'l Small Cap Fd 0.0%
Value ($000) $871 Shares 25,392 Est. Cost $27.63 Unrealized
APD Air Products & Chemicals Inc 0.0%
Value ($000) $859 Shares 5,515 Est. Cost $109.84 Unrealized +23.4%
EQT GP Holdings LP 0.0%
Value ($000) $855 Shares 36,368 Est. Cost $24.98 Unrealized
AVY Avery Dennison 0.0%
Value ($000) $842 Shares 8,243 Est. Cost $71.76 Unrealized +28.6%
SPY SPDR S&P 500 ETF 0.0%
Value ($000) $841 Shares 3,100 Est. Cost $209.11 Unrealized
JAZZ Jazz Pharmaceuticals 0.0%
Value ($000) $840 Shares 4,873 Est. Cost $163.46 Unrealized 0.0%
DIA Diamonds Trust Series 1 0.0%
Value ($000) $833 Shares 3,430 Est. Cost $178.06 Unrealized
OMC Omnicom Group 0.0%
Value ($000) $829 Shares 10,864 Est. Cost $42.44 Unrealized +32.2%
G Genpact Ltd 0.0%
Value ($000) $826 Shares 28,560 Est. Cost $21.31 Unrealized +32.8%
ODFL Old Dominion Freight 0.0%
Value ($000) $826 Shares 5,543 Est. Cost $45.75 Unrealized +4.8%
Liberty Media Corp C 0.0%
Value ($000) $824 Shares 18,162 Est. Cost $30.90 Unrealized
PSX Phillips 66 0.0%
Value ($000) $822 Shares 7,321 Est. Cost $51.15 Unrealized +62.5%
QLYS Qualys Inc 0.0%
Value ($000) $822 Shares 9,750 Est. Cost $80.38 Unrealized 0.0%
KO Coca-Cola Co. 0.0%
Value ($000) $821 Shares 18,710 Est. Cost $31.26 Unrealized +8.8%
LMT Lockheed Martin 0.0%
Value ($000) $818 Shares 2,770 Est. Cost $209.13 Unrealized +25.5%
America Movil SA de CV ADR Ser 0.0%
Value ($000) $818 Shares 49,100 Est. Cost $21.75 Unrealized
XLE SPDR Energy Index 0.0%
Value ($000) $817 Shares 10,764 Est. Cost $77.63 Unrealized
CGNX Cognex Corp. 0.0%
Value ($000) $813 Shares 18,216 Est. Cost $38.01 Unrealized +16.4%
HSIC Henry Schein 0.0%
Value ($000) $810 Shares 11,155 Est. Cost $53.67 Unrealized +5.0%
BAX Baxter International 0.0%
Value ($000) $807 Shares 10,935 Est. Cost $30.76 Unrealized +100.0%
IFF International Flavors & Fragra 0.0%
Value ($000) $807 Shares 6,507 Est. Cost $87.08 Unrealized +22.9%
H Hyatt Hotels 0.0%
Value ($000) $805 Shares 10,440 Est. Cost $76.05 Unrealized +1.5%
LFUS Littelfuse Inc 0.0%
Value ($000) $804 Shares 3,525 Est. Cost $214.58 Unrealized 0.0%
Spectra Energy Prtns 0.0%
Value ($000) $799 Shares 22,546 Est. Cost $46.00 Unrealized
Royal Dutch Shell PLC ADR B 0.0%
Value ($000) $770 Shares 10,594 Est. Cost $64.34 Unrealized
XYL Xylem Inc 0.0%
Value ($000) $766 Shares 11,370 Est. Cost $66.25 Unrealized 0.0%
ALL Allstate Corp 0.0%
Value ($000) $765 Shares 8,380 Est. Cost $64.22 Unrealized +24.0%
VZ Verizon Communications 0.0%
Value ($000) $760 Shares 15,100 Est. Cost $28.31 Unrealized +13.8%
Ingersoll-Rand 0.0%
Value ($000) $755 Shares 8,418 Est. Cost $89.69 Unrealized
AKAM Akamai Tech 0.0%
Value ($000) $739 Shares 10,089 Est. Cost $48.44 Unrealized +54.9%
Barnes Group Inc 0.0%
Value ($000) $732 Shares 12,430 Est. Cost $70.44 Unrealized
Paycom Software Inc 0.0%
Value ($000) $731 Shares 7,392 Est. Cost $107.36 Unrealized
Allegion Plc 0.0%
Value ($000) $715 Shares 9,242 Est. Cost $86.43 Unrealized
Avangrid Inc 0.0%
Value ($000) $714 Shares 13,494 Est. Cost $39.86 Unrealized
WMB Williams Companies, Inc. 0.0%
Value ($000) $706 Shares 26,045 Est. Cost $19.30 Unrealized -10.6%
Ingersoll-Rand 0.0%
Value ($000) $700 Shares 7,800 Est. Cost $89.69 Unrealized
FRCB First Republic Bank of CA 0.0%
Value ($000) $693 Shares 7,155 Est. Cost $91.38 Unrealized +2.3%
MKS Instruments 0.0%
Value ($000) $691 Shares 7,225 Est. Cost $115.68 Unrealized
MS Morgan Stanley 0.0%
Value ($000) $686 Shares 14,481 Est. Cost $43.68 Unrealized -5.2%
VUG Vanguard Growth ETF 0.0%
Value ($000) $672 Shares 4,488 Est. Cost $113.63 Unrealized
Lonza Group LTD 0.0%
Value ($000) $665 Shares 2,505 Est. Cost $270.30 Unrealized
NSC Norfolk Southern 0.0%
Value ($000) $665 Shares 4,406 Est. Cost $66.07 Unrealized +89.6%
Express Scripts Holding Co. 0.0%
Value ($000) $655 Shares 8,486 Est. Cost $62.82 Unrealized
FXI iShares FTSE/Xinhua China25 In 0.0%
Value ($000) $638 Shares 14,837 Est. Cost $41.14 Unrealized
DNB Financial Corp 0.0%
Value ($000) $622 Shares 17,757 Est. Cost $20.98 Unrealized
VNQ Vanguard REIT Viper Index Seri 0.0%
Value ($000) $621 Shares 7,625 Est. Cost $71.49 Unrealized
NSRGY Nestle SA ADR 0.0%
Value ($000) $617 Shares 7,973 Est. Cost $67.24 Unrealized
Spirit Aerosystems 0.0%
Value ($000) $601 Shares 7,000 Est. Cost $33.71 Unrealized
VB Vanguard Small Cap ETF 0.0%
Value ($000) $583 Shares 3,745 Est. Cost $155.67 Unrealized
LCI Industries Inc 0.0%
Value ($000) $583 Shares 6,465 Est. Cost $129.94 Unrealized
TXN Texas Instruments 0.0%
Value ($000) $581 Shares 5,273 Est. Cost $65.47 Unrealized +33.3%
HOG Harley Davidson Inc. 0.0%
Value ($000) $581 Shares 13,805 Est. Cost $53.86 Unrealized -21.7%
DVN Devon Energy Corp 0.0%
Value ($000) $571 Shares 12,988 Est. Cost $29.16 Unrealized -5.4%
CRM Salesforce.com 0.0%
Value ($000) $568 Shares 4,167 Est. Cost $49.33 Unrealized +155.5%
DUK Duke Energy Corp. 0.0%
Value ($000) $553 Shares 6,994 Est. Cost $47.69 Unrealized +18.3%
TMO Thermo Fisher Scientific Inc 0.0%
Value ($000) $551 Shares 2,659 Est. Cost $122.06 Unrealized +70.4%
MCK McKesson HBOC Corp. 0.0%
Value ($000) $546 Shares 4,095 Est. Cost $162.54 Unrealized -15.2%
Liberty Global PLC Cl C 0.0%
Value ($000) $545 Shares 20,499 Est. Cost $48.00 Unrealized
CFG Citizens Financial Group 0.0%
Value ($000) $539 Shares 13,858 Est. Cost $22.41 Unrealized +34.4%
AAPL Apple Inc 0.0%
Value ($000) $537 Shares 2,900 Est. Cost $25.52 Unrealized +67.5%
GLW Corning, Inc. 0.0%
Value ($000) $536 Shares 19,501 Est. Cost $13.90 Unrealized +61.0%
IXN iShares S&P Global Technology 0.0%
Value ($000) $526 Shares 3,200 Est. Cost $95.02 Unrealized
Fortive Corporation 0.0%
Value ($000) $524 Shares 6,792 Est. Cost $51.31 Unrealized
TransCanada Corp 0.0%
Value ($000) $521 Shares 12,061 Est. Cost $43.28 Unrealized
HBAN Huntington Bancshares 0.0%
Value ($000) $519 Shares 35,143 Est. Cost $8.74 Unrealized +21.5%
SPEU SPDR STOXX Europe 50 ETF 0.0%
Value ($000) $518 Shares 15,500 Est. Cost $34.28 Unrealized
LLY Lilly, Eli Co 0.0%
Value ($000) $510 Shares 5,971 Est. Cost $56.73 Unrealized +29.9%
WellCare Health Plans 0.0%
Value ($000) $500 Shares 2,030 Est. Cost $114.10 Unrealized
XLF SPDR Financial Index 0.0%
Value ($000) $494 Shares 18,592 Est. Cost $24.12 Unrealized
JP Morgan Diversified Ret Intl 0.0%
Value ($000) $486 Shares 8,430 Est. Cost $54.34 Unrealized
Dominion Energy Midstream Part 0.0%
Value ($000) $486 Shares 35,756 Est. Cost $35.02 Unrealized
MACOM Tech Solutions Holdings 0.0%
Value ($000) $476 Shares 20,654 Est. Cost $27.58 Unrealized
COP ConocoPhillips 0.0%
Value ($000) $471 Shares 6,770 Est. Cost $41.45 Unrealized +25.0%
SAP SAP SE Spon ADR 0.0%
Value ($000) $460 Shares 3,980 Est. Cost $79.70 Unrealized
EVRG Evergy Inc 0.0%
Value ($000) $434 Shares 7,729 Est. Cost $40.03 Unrealized 0.0%
DTE DTE Energy 0.0%
Value ($000) $431 Shares 4,157 Est. Cost $58.65 Unrealized +14.2%
ASH Ashland Global Holdings Inc 0.0%
Value ($000) $430 Shares 5,500 Est. Cost $55.24 Unrealized +18.6%
CAT Caterpillar Inc 0.0%
Value ($000) $429 Shares 3,162 Est. Cost $87.97 Unrealized +43.8%
Yum China Holdings Inc 0.0%
Value ($000) $421 Shares 10,934 Est. Cost $26.12 Unrealized
VIG Vanguard Dividend Appreciation 0.0%
Value ($000) $420 Shares 4,134 Est. Cost $96.32 Unrealized
Celgene Corp. 0.0%
Value ($000) $417 Shares 5,256 Est. Cost $110.62 Unrealized
Liberty Media Corp A SiriusXM 0.0%
Value ($000) $414 Shares 9,181 Est. Cost $31.38 Unrealized
EQIX Equinix Corp 0.0%
Value ($000) $414 Shares 962 Est. Cost $186.57 Unrealized +87.3%
L-3 Communications 0.0%
Value ($000) $412 Shares 2,141 Est. Cost $155.05 Unrealized
FDX Fedex 0.0%
Value ($000) $410 Shares 1,806 Est. Cost $168.92 Unrealized +28.1%
Tesla Inc. 0.0%
Value ($000) $397 Shares 1,157 Est. Cost $237.62 Unrealized
LKQ LKQ 0.0%
Value ($000) $396 Shares 12,420 Est. Cost $29.90 Unrealized +0.1%
WOR Worthington Industries 0.0%
Value ($000) $394 Shares 9,397 Est. Cost $28.06 Unrealized +0.8%
A Agilent Technologies 0.0%
Value ($000) $394 Shares 6,369 Est. Cost $61.70 Unrealized 0.0%
BDX Becton Dickinson & Company 0.0%
Value ($000) $392 Shares 1,638 Est. Cost $167.78 Unrealized +18.3%
Antero Resources Corporation 0.0%
Value ($000) $386 Shares 18,093 Est. Cost $19.84 Unrealized
ADP Automatic Data Processing 0.0%
Value ($000) $383 Shares 2,852 Est. Cost $64.62 Unrealized +66.8%
FIS Fidelity National Information 0.0%
Value ($000) $376 Shares 3,548 Est. Cost $56.02 Unrealized +57.9%
TSM Taiwan Semiconductor Manufactu 0.0%
Value ($000) $375 Shares 10,250 Est. Cost $36.14 Unrealized
HP Inc. 0.0%
Value ($000) $375 Shares 16,542 Est. Cost $18.88 Unrealized
EWY iShares MSCI South Korea Index 0.0%
Value ($000) $371 Shares 5,476 Est. Cost $55.71 Unrealized
HAL Halliburton Company 0.0%
Value ($000) $367 Shares 8,134 Est. Cost $37.00 Unrealized +15.3%
Dell Technologies Inc. 0.0%
Value ($000) $365 Shares 4,311 Est. Cost $47.77 Unrealized
RF Regions Financial Corp 0.0%
Value ($000) $364 Shares 20,478 Est. Cost $7.33 Unrealized +88.3%
EMR Emerson Electric 0.0%
Value ($000) $361 Shares 5,227 Est. Cost $55.55 Unrealized +5.6%
Anadarko Pete Co. 0.0%
Value ($000) $361 Shares 4,930 Est. Cost $49.21 Unrealized
FMC FMC Corp 0.0%
Value ($000) $357 Shares 4,007 Est. Cost $59.22 Unrealized +2.2%
Retail Properties of America 0.0%
Value ($000) $356 Shares 27,824 Est. Cost $13.55 Unrealized
Invesco ETF Insider Sentiment 0.0%
Value ($000) $355 Shares 5,500 Est. Cost $64.55 Unrealized
AER Aercap Holdings NV 0.0%
Value ($000) $353 Shares 6,514 Est. Cost $34.63 Unrealized +53.1%
TGT Target 0.0%
Value ($000) $352 Shares 4,630 Est. Cost $55.66 Unrealized +7.2%
LBRDK Liberty Broadband Corporation 0.0%
Value ($000) $351 Shares 4,639 Est. Cost $46.19 Unrealized +53.5%
ARE Alexandria Real Estate Equitie 0.0%
Value ($000) $348 Shares 2,760 Est. Cost $47.19 Unrealized +99.5%
AMG Affiliated Managers 0.0%
Value ($000) $347 Shares 2,337 Est. Cost $153.14 Unrealized +5.0%
Kar Auction Services Inc 0.0%
Value ($000) $342 Shares 6,246 Est. Cost $39.15 Unrealized
Shell Midstream Partners LP 0.0%
Value ($000) $341 Shares 15,383 Est. Cost $32.30 Unrealized
WEC Energy Group Inc. 0.0%
Value ($000) $340 Shares 5,266 Est. Cost $61.87 Unrealized
KMB Kimberly-Clark 0.0%
Value ($000) $338 Shares 3,206 Est. Cost $85.98 Unrealized -7.6%
SBNY Signature Bank NY 0.0%
Value ($000) $334 Shares 2,614 Est. Cost $108.58 Unrealized
SVB Finl Group 0.0%
Value ($000) $333 Shares 1,152 Est. Cost $112.51 Unrealized
Noble Energy 0.0%
Value ($000) $328 Shares 9,289 Est. Cost $29.88 Unrealized
PPL P P & L Resources Inc 0.0%
Value ($000) $325 Shares 11,397 Est. Cost $21.28 Unrealized -7.4%
KHC Kraft Heinz Company 0.0%
Value ($000) $325 Shares 5,172 Est. Cost $41.08 Unrealized 0.0%
PNW Pinnacle West Capital Corp. 0.0%
Value ($000) $324 Shares 4,027 Est. Cost $48.47 Unrealized +18.1%
Sterling Bancorp Del 0.0%
Value ($000) $322 Shares 13,695 Est. Cost $23.51 Unrealized
Pac-West Telecom Inc. 0.0%
Value ($000) $320 Shares 6,482 Est. Cost $50.40 Unrealized
AMP Ameriprise Financial Inc 0.0%
Value ($000) $316 Shares 2,258 Est. Cost $85.90 Unrealized +42.6%
EIX Edison International Inc. 0.0%
Value ($000) $313 Shares 4,948 Est. Cost $39.74 Unrealized +12.7%
Walgreen Boots Alliance Inc 0.0%
Value ($000) $311 Shares 5,190 Est. Cost $77.45 Unrealized
Jacobs Engineering 0.0%
Value ($000) $311 Shares 4,901 Est. Cost $59.22 Unrealized
VBR Vanguard Small Cap Value Fund 0.0%
Value ($000) $309 Shares 2,276 Est. Cost $113.69 Unrealized
Treehouse Foods Inc 0.0%
Value ($000) $307 Shares 5,847 Est. Cost $52.51 Unrealized
PTC Ptc Inc 0.0%
Value ($000) $304 Shares 3,245 Est. Cost $53.00 Unrealized +63.2%
WEN The Wendy's Company 0.0%
Value ($000) $304 Shares 17,700 Est. Cost $5.79 Unrealized +193.8%
ELV Anthem, Inc 0.0%
Value ($000) $304 Shares 1,277 Est. Cost $161.84 Unrealized +29.4%
VTV Vanguard Value ETF 0.0%
Value ($000) $302 Shares 2,909 Est. Cost $106.02 Unrealized
RRX Regal Beloit Corp 0.0%
Value ($000) $299 Shares 3,650 Est. Cost $60.58 Unrealized +27.8%
ETRADE Fin Corp. 0.0%
Value ($000) $298 Shares 4,877 Est. Cost $29.68 Unrealized
Cimarex Energy Co. 0.0%
Value ($000) $298 Shares 2,926 Est. Cost $110.11 Unrealized
SPDR Dow Jone Global Real Esta 0.0%
Value ($000) $298 Shares 6,200 Est. Cost $48.06 Unrealized
Black Knight Inc 0.0%
Value ($000) $297 Shares 5,548 Est. Cost $44.18 Unrealized
RVSB Riverview Bancorp Inc 0.0%
Value ($000) $295 Shares 34,950 Est. Cost $3.95 Unrealized +80.3%
Banner Corp 0.0%
Value ($000) $294 Shares 4,884 Est. Cost $55.74 Unrealized
VOD Vodafone Group PLC 0.0%
Value ($000) $290 Shares 11,922 Est. Cost $34.58 Unrealized
China Mobile ADR 0.0%
Value ($000) $287 Shares 6,471 Est. Cost $52.80 Unrealized
Berry Plastics Group 0.0%
Value ($000) $287 Shares 6,237 Est. Cost $54.56 Unrealized
American Campus Communities 0.0%
Value ($000) $284 Shares 6,630 Est. Cost $45.77 Unrealized
HDV Ishares Trust High Dividend Eq 0.0%
Value ($000) $283 Shares 3,331 Est. Cost $82.38 Unrealized
FMNB Farmers National Banc Corp 0.0%
Value ($000) $283 Shares 17,753 Est. Cost $5.78 Unrealized +95.4%
Valvoline Inc 0.0%
Value ($000) $274 Shares 12,701 Est. Cost $22.77 Unrealized
Blackstone Mortgage Trust 0.0%
Value ($000) $273 Shares 8,680 Est. Cost $28.13 Unrealized
DOV Dover Corp. 0.0%
Value ($000) $273 Shares 3,723 Est. Cost $53.82 Unrealized +26.4%
RGA Reinsurance Group of America I 0.0%
Value ($000) $272 Shares 2,036 Est. Cost $92.13 Unrealized +61.9%
MA Mastercard 0.0%
Value ($000) $272 Shares 1,385 Est. Cost $144.30 Unrealized +25.0%
DENTSPLY Sirona Inc. 0.0%
Value ($000) $270 Shares 6,159 Est. Cost $56.33 Unrealized
SMG Scotts Miracle Grow 0.0%
Value ($000) $269 Shares 3,239 Est. Cost $70.63 Unrealized -9.7%
DLTR Dollar Tree 0.0%
Value ($000) $268 Shares 3,148 Est. Cost $86.40 Unrealized +6.7%
EQT EQT Corp 0.0%
Value ($000) $267 Shares 4,836 Est. Cost $32.75 Unrealized -21.3%
SNY Sanofi-Aventis Spon ADR 0.0%
Value ($000) $267 Shares 6,661 Est. Cost $45.53 Unrealized
KBS Real Estate Investment Tru 0.0%
Value ($000) $266 Shares 22,693 Est. Cost $11.72 Unrealized
GIS General Mills Inc 0.0%
Value ($000) $265 Shares 5,995 Est. Cost $39.19 Unrealized -14.7%
RPM RPM Inc. 0.0%
Value ($000) $263 Shares 4,517 Est. Cost $50.15 Unrealized 0.0%
Lam Research Corp 0.0%
Value ($000) $262 Shares 1,518 Est. Cost $141.59 Unrealized
HAIN Hain Celestial Group 0.0%
Value ($000) $262 Shares 8,805 Est. Cost $40.68 Unrealized -29.5%
MSI Motorola Solutions 0.0%
Value ($000) $260 Shares 2,237 Est. Cost $81.14 Unrealized +22.3%
ES Eversource Energy 0.0%
Value ($000) $258 Shares 4,408 Est. Cost $36.21 Unrealized +21.7%
BAH Booz Allen Hamilton Holding 0.0%
Value ($000) $257 Shares 5,880 Est. Cost $29.63 Unrealized +23.3%
Pinnacle Fnl Partners Inc 0.0%
Value ($000) $256 Shares 4,166 Est. Cost $64.25 Unrealized
OKE ONEOK Inc 0.0%
Value ($000) $255 Shares 3,654 Est. Cost $39.78 Unrealized 0.0%
LBTYAUSD Liberty Global PLC Cl A 0.0%
Value ($000) $255 Shares 9,255 Est. Cost $73.51 Unrealized
DVN Devon Energy Corp 0.0%
Value ($000) $246 Shares 5,600 Est. Cost $29.16 Unrealized -5.4%
Alibaba Group Holding Limited 0.0%
Value ($000) $246 Shares 1,327 Est. Cost $183.75 Unrealized
ITW Illinois Tool Works 0.0%
Value ($000) $246 Shares 1,777 Est. Cost $72.92 Unrealized +68.2%
HIG Hartford Financial Services Gr 0.0%
Value ($000) $246 Shares 4,810 Est. Cost $34.52 Unrealized +27.9%
HST Host Hotels and Resorts 0.0%
Value ($000) $245 Shares 11,605 Est. Cost $11.78 Unrealized +29.8%
Stericycle Inc 0.0%
Value ($000) $245 Shares 3,758 Est. Cost $65.19 Unrealized
Aramark 0.0%
Value ($000) $244 Shares 6,567 Est. Cost $38.17 Unrealized
RSP Invesco S&P 500 Equal Weight E 0.0%
Value ($000) $242 Shares 2,372 Est. Cost $102.02 Unrealized
DAR Darling Ingredients, Inc. 0.0%
Value ($000) $242 Shares 12,176 Est. Cost $18.12 Unrealized 0.0%
LEN Lennar Corp 0.0%
Value ($000) $241 Shares 4,590 Est. Cost $41.97 Unrealized +14.4%
Diamondback Energy Inc 0.0%
Value ($000) $241 Shares 1,835 Est. Cost $131.34 Unrealized
QRVO Qorvo Inc 0.0%
Value ($000) $241 Shares 3,012 Est. Cost $50.25 Unrealized +53.8%
OLN Olin 0.0%
Value ($000) $240 Shares 8,348 Est. Cost $25.07 Unrealized 0.0%
THG Hanover Insurance Group Inc 0.0%
Value ($000) $238 Shares 1,991 Est. Cost $80.87 Unrealized +16.3%
MCO Moody's Corp. 0.0%
Value ($000) $238 Shares 1,397 Est. Cost $136.31 Unrealized +16.1%
TJX TJX Companies Inc 0.0%
Value ($000) $236 Shares 2,482 Est. Cost $33.99 Unrealized +16.4%
LVS Las Vegas Sands Corp. 0.0%
Value ($000) $235 Shares 3,074 Est. Cost $65.69 Unrealized 0.0%
XLK SPDR Technology Index 0.0%
Value ($000) $234 Shares 3,367 Est. Cost $63.93 Unrealized
LOPE Grand Canyon Education 0.0%
Value ($000) $233 Shares 2,086 Est. Cost $96.61 Unrealized +13.6%
Newfield Exploration Co 0.0%
Value ($000) $233 Shares 7,708 Est. Cost $30.23 Unrealized
HRL Hormel Geo A Co 0.0%
Value ($000) $231 Shares 6,195 Est. Cost $29.45 Unrealized 0.0%
HSBC HSBC Holdings PLC ADR 0.0%
Value ($000) $230 Shares 4,885 Est. Cost $46.51 Unrealized
CLH Clean Harbors Inc 0.0%
Value ($000) $230 Shares 4,144 Est. Cost $54.12 Unrealized -5.1%
CMS CMS Energy Corp 0.0%
Value ($000) $229 Shares 4,835 Est. Cost $36.09 Unrealized 0.0%
E ENI S.P.A. ADS 0.0%
Value ($000) $229 Shares 6,166 Est. Cost $35.36 Unrealized
MAA Mid-America Apartment Communit 0.0%
Value ($000) $228 Shares 2,260 Est. Cost $76.29 Unrealized -5.8%
Aetna Inc. 0.0%
Value ($000) $228 Shares 1,242 Est. Cost $88.13 Unrealized
ITOT IShares Core S&P Total US Stoc 0.0%
Value ($000) $228 Shares 3,649 Est. Cost $62.48 Unrealized
Keysight Technologies 0.0%
Value ($000) $228 Shares 3,854 Est. Cost $59.16 Unrealized
LDOS Leidos Holdings, Inc 0.0%
Value ($000) $226 Shares 3,827 Est. Cost $55.81 Unrealized 0.0%
ZTS Zoetis Inc 0.0%
Value ($000) $226 Shares 2,656 Est. Cost $59.20 Unrealized +34.3%
FLR Fluor Corp. 0.0%
Value ($000) $224 Shares 4,592 Est. Cost $44.41 Unrealized +11.9%
INTU Intuit 0.0%
Value ($000) $223 Shares 1,091 Est. Cost $182.24 Unrealized 0.0%
ISRG Intuitive Surgical Inc 0.0%
Value ($000) $218 Shares 455 Est. Cost $119.67 Unrealized +27.4%
EA Electronic Arts 0.0%
Value ($000) $218 Shares 1,547 Est. Cost $126.27 Unrealized 0.0%
UBS AG FI Large Cap Growth 0.0%
Value ($000) $217 Shares 845 Est. Cost $256.80 Unrealized
Vaneck Vectors ETF TR 0.0%
Value ($000) $215 Shares 8,200 Est. Cost $17.54 Unrealized
Brixmor Property Group 0.0%
Value ($000) $215 Shares 12,346 Est. Cost $24.02 Unrealized
BWA BorgWarner 0.0%
Value ($000) $215 Shares 4,976 Est. Cost $25.91 Unrealized +50.8%
WPM Wheaton Precious Metals Corp 0.0%
Value ($000) $214 Shares 9,713 Est. Cost $19.55 Unrealized 0.0%
SON Sonoco Products 0.0%
Value ($000) $214 Shares 4,078 Est. Cost $39.55 Unrealized 0.0%
AIVL WisdomTree Dividend Ex-Finl ET 0.0%
Value ($000) $213 Shares 2,450 Est. Cost $78.76 Unrealized
Praxair Inc. 0.0%
Value ($000) $211 Shares 1,334 Est. Cost $158.17 Unrealized
PSA Public Storage Inc. 0.0%
Value ($000) $211 Shares 932 Est. Cost $152.08 Unrealized 0.0%
PLUS Eplus Inc 0.0%
Value ($000) $210 Shares 2,230 Est. Cost $43.62 Unrealized 0.0%
Cortland Bancorp Inc 0.0%
Value ($000) $209 Shares 8,770 Est. Cost $22.92 Unrealized
WAL Western Alliance Bancorp 0.0%
Value ($000) $208 Shares 3,671 Est. Cost $48.33 Unrealized +7.6%
ATI Allegheny Tech 0.0%
Value ($000) $207 Shares 8,242 Est. Cost $27.05 Unrealized 0.0%
AJG Arthur J. Gallagher 0.0%
Value ($000) $206 Shares 3,155 Est. Cost $60.39 Unrealized +1.0%
TEVA Teva Pharmaceutical Inds 0.0%
Value ($000) $204 Shares 8,392 Est. Cost $24.31 Unrealized
Shire plc ADR 0.0%
Value ($000) $204 Shares 1,209 Est. Cost $183.29 Unrealized
DAL Delta Air Lines 0.0%
Value ($000) $203 Shares 4,097 Est. Cost $49.40 Unrealized 0.0%
XPO XPO Logistics Inc 0.0%
Value ($000) $200 Shares 2,000 Est. Cost $36.28 Unrealized 0.0%
ALPMY Astellas Pharma Inc 0.0%
Value ($000) $200 Shares 13,126 Est. Cost $12.72 Unrealized
Panasonic Adr 0.0%
Value ($000) $186 Shares 13,820 Est. Cost $9.99 Unrealized
ABBV AbbVie Inc. 0.0%
Value ($000) $185 Shares 2,000 Est. Cost $39.84 Unrealized +77.0%
ALL Allstate Corp 0.0%
Value ($000) $183 Shares 2,000 Est. Cost $64.22 Unrealized +24.0%
UBS AG 0.0%
Value ($000) $181 Shares 11,785 Est. Cost $16.95 Unrealized
RYCEY Rolls-Royce PLC ADR 0.0%
Value ($000) $181 Shares 13,836 Est. Cost $11.56 Unrealized
ING ING Groep NV ADS 0.0%
Value ($000) $178 Shares 12,458 Est. Cost $16.95 Unrealized
Tivo Corp. 0.0%
Value ($000) $170 Shares 12,628 Est. Cost $20.53 Unrealized
GBOOF Grupo Financiero Banorte SAB d 0.0%
Value ($000) $156 Shares 26,240 Est. Cost $4.45 Unrealized -14.7%
SMFG Sumitomo Mitsui ADR 0.0%
Value ($000) $149 Shares 19,176 Est. Cost $8.71 Unrealized
MS Morgan Stanley 0.0%
Value ($000) $142 Shares 3,000 Est. Cost $43.68 Unrealized -5.2%
OptimizeRx Corp 0.0%
Value ($000) $139 Shares 13,334 Est. Cost $10.42 Unrealized
Sumitomo Metal Mining Co 0.0%
Value ($000) $138 Shares 14,460 Est. Cost $11.48 Unrealized
BCS Barclays Plc Adr 0.0%
Value ($000) $127 Shares 12,619 Est. Cost $8.96 Unrealized
Aegon N.V. Adr 0.0%
Value ($000) $125 Shares 21,129 Est. Cost $5.10 Unrealized
Imageware Systems Inc. 0.0%
Value ($000) $119 Shares 109,231 Est. Cost $1.84 Unrealized
CODYY Compagnie de Saint-Gobain ADR 0.0%
Value ($000) $118 Shares 13,230 Est. Cost $9.10 Unrealized
F Ford Motor Company 0.0%
Value ($000) $117 Shares 10,603 Est. Cost $7.74 Unrealized 0.0%
BDORY Banco de Brasil SA Sponsored A 0.0%
Value ($000) $111 Shares 15,363 Est. Cost $11.14 Unrealized
Cole Credit Property Trust 0.0%
Value ($000) $104 Shares 11,071 Est. Cost $10.12 Unrealized
Profire Energy 0.0%
Value ($000) $85 Shares 25,000 Est. Cost $1.24 Unrealized
KGFHY Kingfisher ADR 0.0%
Value ($000) $80 Shares 10,203 Est. Cost $9.11 Unrealized
Mattersight Corp 0.0%
Value ($000) $67 Shares 25,000 Est. Cost $2.12 Unrealized
Goldfield Corp 0.0%
Value ($000) $63 Shares 14,708 Est. Cost $4.68 Unrealized
Ultra Petroleum Corp 0.0%
Value ($000) $57 Shares 24,696 Est. Cost $10.84 Unrealized
Progressive Interchange LLC 0.0%
Value ($000) $50 Shares 50,000 Est. Cost $1.00 Unrealized
Digital Turbine Inc 0.0%
Value ($000) $45 Shares 30,000 Est. Cost $2.00 Unrealized
NAGE Chromadex Corporation 0.0%
Value ($000) $40 Shares 10,667 Est. Cost $4.63 Unrealized -17.9%
Milestone Scientific Inc 0.0%
Value ($000) $28 Shares 35,000 Est. Cost $0.71 Unrealized
REFR Research Frontiers Inc 0.0%
Value ($000) $9 Shares 11,290 Est. Cost $0.97 Unrealized -6.7%
Vaneck Vectors ETF TR 0.0%
Value ($000) $1 Shares 57 Est. Cost $17.54 Unrealized
Grand Central Silver Mines 0.0%
Value ($000) $0 Shares 17,000 Est. Cost Unrealized
Alyn Corp 0.0%
Value ($000) $0 Shares 160,000 Est. Cost Unrealized
IPWG International Power Group Ltd 0.0%
Value ($000) $0 Shares 20,000 Est. Cost $0.00 Unrealized -25.3%
Immune Therapeutics Inc 0.0%
Value ($000) $0 Shares 12,500 Est. Cost $0.19 Unrealized
Rayonier Inc Frac Shs 100,000 0.0%
Value ($000) $0 Shares 50,000 Est. Cost Unrealized
Pop n Go Inc 0.0%
Value ($000) $0 Shares 1,847,297 Est. Cost Unrealized