PATTEN & PATTEN INC/TN Diversified Active

CIK: 0001044905 · Show all filings

Period: Q4 2017 (← Previous) (Next →)

Filing Date: Jan 22, 2018

Total Value ($000): $999,568 (100.0% shares, 0.0% debt)

Holdings (241)

WestRock Company 9.1%
Value ($000) $91,205 Shares 1,442,890 Est. Cost $47.39 Unrealized
AAPL Apple Inc Com 5.7%
Value ($000) $57,271 Shares 338,419 Est. Cost $19.05 Unrealized +105.1%
NGVT Ingevity Corporation 2.2%
Value ($000) $21,536 Shares 305,599 Est. Cost $35.45 Unrealized +103.5%
WY Weyerhaeuser Co. 2.0%
Value ($000) $19,794 Shares 561,363 Est. Cost $19.54 Unrealized +31.7%
MSFT Microsoft, Inc. 2.0%
Value ($000) $19,635 Shares 229,540 Est. Cost $37.78 Unrealized +99.2%
AOS A.O. Smith Corp. 1.9%
Value ($000) $19,339 Shares 315,583 Est. Cost $31.34 Unrealized +67.7%
INTC Intel Corporation 1.8%
Value ($000) $17,894 Shares 387,648 Est. Cost $21.28 Unrealized +71.8%
AbbVie Inc. 1.8%
Value ($000) $17,795 Shares 184,002 Est. Cost $57.10 Unrealized
AT&T, Inc. 1.8%
Value ($000) $17,770 Shares 457,040 Est. Cost $35.18 Unrealized
STZ Constellation Brands, Inc. 1.7%
Value ($000) $17,272 Shares 75,567 Est. Cost $105.74 Unrealized +79.8%
PHM Pulte Homes, Inc. 1.7%
Value ($000) $17,089 Shares 513,956 Est. Cost $17.63 Unrealized +60.9%
PGR Progressive Corp. 1.6%
Value ($000) $15,759 Shares 279,805 Est. Cost $31.95 Unrealized +25.1%
IXN Ishares S&P Global Tech Sector 1.5%
Value ($000) $15,057 Shares 97,992 Est. Cost $77.93 Unrealized
DAL Delta Airlines 1.5%
Value ($000) $15,009 Shares 268,023 Est. Cost $38.69 Unrealized +23.5%
MMM 3M Co. 1.4%
Value ($000) $14,211 Shares 60,379 Est. Cost $64.21 Unrealized +125.8%
Raytheon Company 1.4%
Value ($000) $14,137 Shares 75,257 Est. Cost $131.30 Unrealized
JPM JP Morgan Chase & Co Com 1.3%
Value ($000) $13,149 Shares 122,954 Est. Cost $38.35 Unrealized +112.1%
Visa, Inc. - Cl. A 1.3%
Value ($000) $12,992 Shares 113,947 Est. Cost $97.97 Unrealized
JNJ Johnson and Johnson 1.3%
Value ($000) $12,936 Shares 92,585 Est. Cost $63.50 Unrealized +74.8%
KEY Keycorp 1.2%
Value ($000) $12,227 Shares 606,197 Est. Cost $12.61 Unrealized +3.6%
TXN Texas Instruments 1.2%
Value ($000) $12,067 Shares 115,544 Est. Cost $69.70 Unrealized +11.4%
John Hancock Bk & Thrift Opp F 1.2%
Value ($000) $11,922 Shares 303,140 Est. Cost $21.54 Unrealized
PYPL PayPal Holdings, Inc. 1.2%
Value ($000) $11,744 Shares 159,521 Est. Cost $38.40 Unrealized +87.9%
IYF IShares DJ US Financial Sect 1.2%
Value ($000) $11,650 Shares 97,549 Est. Cost $72.45 Unrealized
TSCO Tractor Supply Company 1.1%
Value ($000) $11,378 Shares 152,219 Est. Cost $11.08 Unrealized +2.3%
CSCO Cisco Systems, Inc. 1.1%
Value ($000) $11,180 Shares 291,905 Est. Cost $17.97 Unrealized +55.6%
GOOGL Alphabet Inc Cl A 1.1%
Value ($000) $10,945 Shares 10,390 Est. Cost $38.22 Unrealized +34.1%
BMY Bristol Myers Squibb Co 1.1%
Value ($000) $10,835 Shares 176,814 Est. Cost $40.26 Unrealized +15.4%
CNI Canadian National Railway Co. 1.1%
Value ($000) $10,627 Shares 128,903 Est. Cost $42.84 Unrealized +61.6%
XOM Exxon Mobil Corporation 1.1%
Value ($000) $10,605 Shares 126,788 Est. Cost $53.50 Unrealized +6.8%
Macquarie Infrastr Co LLC Memb 1.0%
Value ($000) $10,405 Shares 162,064 Est. Cost $66.98 Unrealized
COST Costco Wholesale Corp. 1.0%
Value ($000) $10,371 Shares 55,724 Est. Cost $115.15 Unrealized +34.1%
CMCSA Comcast Corporation - Class A 1.0%
Value ($000) $10,284 Shares 256,778 Est. Cost $31.45 Unrealized -2.4%
KO Coca Cola Company 0.9%
Value ($000) $9,471 Shares 206,423 Est. Cost $29.26 Unrealized +21.8%
CVX ChevronTexaco Corporation 0.9%
Value ($000) $9,000 Shares 71,890 Est. Cost $69.63 Unrealized +20.0%
DowDuPont, Inc. 0.9%
Value ($000) $8,953 Shares 125,715 Est. Cost $69.23 Unrealized
EW Edwards Lifesciences Corp. 0.9%
Value ($000) $8,898 Shares 78,945 Est. Cost $33.66 Unrealized +9.0%
NextEra Energy, Inc. 0.9%
Value ($000) $8,841 Shares 56,605 Est. Cost $85.09 Unrealized
Merck & Co., Inc. 0.9%
Value ($000) $8,624 Shares 153,268 Est. Cost $47.31 Unrealized
ADBE Adobe Sys Inc Com 0.8%
Value ($000) $8,444 Shares 48,187 Est. Cost $148.53 Unrealized +15.8%
GOOG Alphabet Inc Cl C 0.8%
Value ($000) $8,255 Shares 7,889 Est. Cost $32.82 Unrealized +53.9%
WFC Wells Fargo 0.8%
Value ($000) $7,560 Shares 124,607 Est. Cost $31.26 Unrealized +44.3%
General Electric Corp. 0.8%
Value ($000) $7,506 Shares 430,135 Est. Cost $24.63 Unrealized
SPY S & P 500 Depositary Receipt ( 0.7%
Value ($000) $7,448 Shares 27,910 Est. Cost $174.15 Unrealized
BAC Bank of America Corp. 0.7%
Value ($000) $7,442 Shares 252,113 Est. Cost $13.62 Unrealized +67.2%
HON Honeywell International, Inc. 0.7%
Value ($000) $7,316 Shares 47,704 Est. Cost $54.87 Unrealized +106.6%
PEP Pepsico 0.7%
Value ($000) $6,927 Shares 57,767 Est. Cost $59.59 Unrealized +49.4%
NKE Nike Inc. Class B 0.7%
Value ($000) $6,895 Shares 110,237 Est. Cost $44.70 Unrealized +15.8%
UNM Unum Group Com 0.7%
Value ($000) $6,817 Shares 124,195 Est. Cost $29.99 Unrealized +79.0%
C Citigroup, Inc. 0.7%
Value ($000) $6,708 Shares 90,153 Est. Cost $47.26 Unrealized +19.5%
MO Altria Group, Inc. 0.7%
Value ($000) $6,597 Shares 92,381 Est. Cost $16.78 Unrealized +118.4%
NVS Novartis A G Sponsored ADR 0.6%
Value ($000) $6,256 Shares 74,517 Est. Cost $71.56 Unrealized
NOK Nokia Corp - ADR 0.6%
Value ($000) $6,107 Shares 1,310,540 Est. Cost $6.42 Unrealized
RHHBY Roche Hldg LTD Sponsored ADR 0.6%
Value ($000) $5,979 Shares 189,337 Est. Cost $40.40 Unrealized
GM General Motors 0.6%
Value ($000) $5,814 Shares 141,828 Est. Cost $26.35 Unrealized +43.7%
HD Home Depot 0.6%
Value ($000) $5,703 Shares 30,088 Est. Cost $63.39 Unrealized +123.5%
COP ConocoPhillips 0.5%
Value ($000) $5,477 Shares 99,772 Est. Cost $37.17 Unrealized +6.7%
PFE Pfizer 0.5%
Value ($000) $5,426 Shares 149,813 Est. Cost $16.87 Unrealized +41.1%
AIG American International Group I 0.5%
Value ($000) $5,341 Shares 89,641 Est. Cost $35.08 Unrealized +41.7%
INTU Intuit, Inc. 0.5%
Value ($000) $5,335 Shares 33,814 Est. Cost $127.53 Unrealized +13.0%
Celgene Corp. 0.5%
Value ($000) $5,088 Shares 48,756 Est. Cost $103.42 Unrealized
Walgreens Boots Alliance, Inc. 0.5%
Value ($000) $5,006 Shares 68,937 Est. Cost $77.28 Unrealized
VZ Verizon Communications 0.4%
Value ($000) $4,471 Shares 84,469 Est. Cost $27.54 Unrealized +16.0%
BB&T Corporation 0.4%
Value ($000) $4,453 Shares 89,553 Est. Cost $44.70 Unrealized
UNH UnitedHealth Group 0.4%
Value ($000) $4,433 Shares 20,107 Est. Cost $152.17 Unrealized +22.3%
Suntrust Banks, Inc. 0.4%
Value ($000) $4,230 Shares 65,490 Est. Cost $33.22 Unrealized
KBW Regional Banking Index 0.4%
Value ($000) $3,833 Shares 65,128 Est. Cost $40.65 Unrealized
TJX TJX Companies 0.4%
Value ($000) $3,791 Shares 49,585 Est. Cost $33.20 Unrealized -2.4%
ALPS Trust Alerian MLP ETF 0.4%
Value ($000) $3,751 Shares 347,653 Est. Cost $13.56 Unrealized
MS Morgan Stanley Com New 0.4%
Value ($000) $3,711 Shares 70,727 Est. Cost $22.36 Unrealized +77.7%
AA ALCOA, Corp. 0.4%
Value ($000) $3,673 Shares 68,186 Est. Cost $29.44 Unrealized +48.4%
KMB Kimberly-Clark 0.4%
Value ($000) $3,611 Shares 29,928 Est. Cost $63.06 Unrealized +38.9%
NSC Norfolk Southern Corp. 0.3%
Value ($000) $3,498 Shares 24,139 Est. Cost $59.57 Unrealized +91.4%
VOO Vanguard S&P 500 ETF 0.3%
Value ($000) $3,288 Shares 13,405 Est. Cost $203.54 Unrealized
MAS Masco Corp. 0.3%
Value ($000) $3,249 Shares 73,948 Est. Cost $30.61 Unrealized +17.0%
QCOM Qualcomm, Inc. 0.3%
Value ($000) $3,196 Shares 49,915 Est. Cost $46.52 Unrealized +5.3%
United Technologies Corp Com 0.3%
Value ($000) $3,194 Shares 25,040 Est. Cost $95.89 Unrealized
DUK Duke Energy Corp. 0.3%
Value ($000) $3,136 Shares 37,289 Est. Cost $45.13 Unrealized +38.8%
ECL Ecolabs 0.3%
Value ($000) $3,129 Shares 23,321 Est. Cost $107.08 Unrealized +13.8%
Health Care Select Sector 0.3%
Value ($000) $3,078 Shares 37,232 Est. Cost $61.52 Unrealized
Zoetis, Inc. 0.3%
Value ($000) $3,008 Shares 41,753 Est. Cost $33.96 Unrealized
WHR Whirlpool Corp. 0.3%
Value ($000) $2,853 Shares 16,915 Est. Cost $178.04 Unrealized -4.8%
PG Procter and Gamble 0.3%
Value ($000) $2,853 Shares 31,047 Est. Cost $57.09 Unrealized +27.3%
LOW Lowe's Companies 0.3%
Value ($000) $2,734 Shares 29,420 Est. Cost $35.50 Unrealized +100.7%
KMX CarMax, Inc. 0.3%
Value ($000) $2,700 Shares 42,103 Est. Cost $60.70 Unrealized +17.5%
LULU Lululemon Athletica Inc 0.3%
Value ($000) $2,659 Shares 33,840 Est. Cost $60.66 Unrealized +9.9%
XLU Utilities Select Sector SPDR F 0.3%
Value ($000) $2,640 Shares 50,121 Est. Cost $46.52 Unrealized
Anadarko Pete Corp Com 0.3%
Value ($000) $2,636 Shares 49,144 Est. Cost $81.28 Unrealized
Pinnacle Financial Partners, I 0.3%
Value ($000) $2,612 Shares 39,394 Est. Cost $50.24 Unrealized
IBM International Business Machine 0.3%
Value ($000) $2,610 Shares 17,015 Est. Cost $105.23 Unrealized -3.0%
HLT Hilton Worldwide Holdings Inc. 0.3%
Value ($000) $2,579 Shares 32,294 Est. Cost $48.37 Unrealized +48.9%
DIS Walt Disney 0.3%
Value ($000) $2,544 Shares 23,663 Est. Cost $63.17 Unrealized +54.0%
MHK Mohawk Industries 0.2%
Value ($000) $2,409 Shares 8,733 Est. Cost $145.72 Unrealized +84.1%
Regions Financial Corp. 0.2%
Value ($000) $2,235 Shares 129,317 Est. Cost $9.82 Unrealized
ORLY O'Reilly Automotive, Inc. 0.2%
Value ($000) $2,215 Shares 9,207 Est. Cost $13.49 Unrealized +10.3%
WMT Wal-Mart Stores 0.2%
Value ($000) $2,005 Shares 20,307 Est. Cost $23.57 Unrealized +13.8%
EA Electronic Arts, Inc. 0.2%
Value ($000) $1,939 Shares 18,455 Est. Cost $107.73 Unrealized +0.3%
ABT Abbott Laboratories 0.2%
Value ($000) $1,848 Shares 32,389 Est. Cost $38.28 Unrealized +25.7%
ASH Ashland Global Holdings, Inc. 0.2%
Value ($000) $1,828 Shares 25,676 Est. Cost $57.78 Unrealized +4.4%
AMZN Amazon.com, Inc. 0.2%
Value ($000) $1,807 Shares 1,545 Est. Cost $32.97 Unrealized +66.9%
D Dominion Res Inc VA New 0.2%
Value ($000) $1,633 Shares 20,143 Est. Cost $38.30 Unrealized +47.3%
OXY Occidental Pete Corp Del Com 0.2%
Value ($000) $1,625 Shares 22,063 Est. Cost $57.48 Unrealized -4.1%
KR Kroger 0.2%
Value ($000) $1,595 Shares 58,090 Est. Cost $27.50 Unrealized -28.7%
LPX Louisiana Pacific 0.2%
Value ($000) $1,545 Shares 58,850 Est. Cost $21.37 Unrealized +26.9%
Energy Select Sector SPDR 0.2%
Value ($000) $1,545 Shares 21,388 Est. Cost $63.48 Unrealized
META Facebook Inc. A 0.2%
Value ($000) $1,510 Shares 8,557 Est. Cost $94.72 Unrealized +85.3%
Xilinx, Inc. 0.1%
Value ($000) $1,497 Shares 22,210 Est. Cost $66.61 Unrealized
AWK American Water Works, Inc. 0.1%
Value ($000) $1,472 Shares 16,090 Est. Cost $51.71 Unrealized +46.4%
IYG IShares DJ US Financial Servic 0.1%
Value ($000) $1,458 Shares 11,175 Est. Cost $74.02 Unrealized
Technology Select Sect Spdr (x 0.1%
Value ($000) $1,412 Shares 22,076 Est. Cost $31.41 Unrealized
Macom Technology Solutions 0.1%
Value ($000) $1,404 Shares 43,134 Est. Cost $48.43 Unrealized
PM Philip Morris International, I 0.1%
Value ($000) $1,387 Shares 13,131 Est. Cost $56.39 Unrealized +23.4%
PRU Prudential Financial, Inc. 0.1%
Value ($000) $1,386 Shares 12,055 Est. Cost $45.37 Unrealized +68.0%
MCD McDonald's Corp. 0.1%
Value ($000) $1,379 Shares 8,011 Est. Cost $84.22 Unrealized +64.6%
PSX Phillips 66 0.1%
Value ($000) $1,373 Shares 13,569 Est. Cost $48.33 Unrealized +43.4%
EMR Emerson Elec Co Com 0.1%
Value ($000) $1,328 Shares 19,049 Est. Cost $40.29 Unrealized +32.2%
Industrial Select Spdr 0.1%
Value ($000) $1,272 Shares 16,811 Est. Cost $68.10 Unrealized
IHE IShares Dow Jones US Pharmaceu 0.1%
Value ($000) $1,257 Shares 8,145 Est. Cost $103.13 Unrealized
NSRGY Nestle SA Spons ADR for REG 0.1%
Value ($000) $1,252 Shares 14,560 Est. Cost $68.18 Unrealized
IYT I Shares Transportation Index 0.1%
Value ($000) $1,232 Shares 6,430 Est. Cost $116.10 Unrealized
Arconic, Inc. 0.1%
Value ($000) $1,229 Shares 45,087 Est. Cost $18.66 Unrealized
IVV IShares Core S&P 500 Index Fun 0.1%
Value ($000) $1,206 Shares 4,486 Est. Cost $218.76 Unrealized
RSG Republic Svcs Inc Com 0.1%
Value ($000) $1,194 Shares 17,660 Est. Cost $26.37 Unrealized +115.0%
NWL Newell Brands, Inc. 0.1%
Value ($000) $1,162 Shares 37,611 Est. Cost $27.45 Unrealized -13.6%
DXCM DexCom Inc. 0.1%
Value ($000) $1,151 Shares 20,050 Est. Cost $17.66 Unrealized -26.4%
NOC Northrop Grumman Corp. 0.1%
Value ($000) $1,137 Shares 3,704 Est. Cost $86.61 Unrealized +203.7%
ETN Eaton Corp. PLC 0.1%
Value ($000) $1,115 Shares 14,109 Est. Cost $48.72 Unrealized +36.0%
MA MasterCard Inc. - Class A 0.1%
Value ($000) $1,110 Shares 7,335 Est. Cost $72.78 Unrealized +95.4%
VMC Vulcan Matls Co Com 0.1%
Value ($000) $1,076 Shares 8,379 Est. Cost $65.04 Unrealized +74.8%
ADP Automatic Data Processing 0.1%
Value ($000) $1,076 Shares 9,184 Est. Cost $50.00 Unrealized +92.3%
CL Colgate-Palmolive Co. 0.1%
Value ($000) $1,058 Shares 14,022 Est. Cost $45.21 Unrealized +33.4%
BA Boeing Corp. 0.1%
Value ($000) $1,049 Shares 3,556 Est. Cost $151.78 Unrealized +69.6%
CBT Cabot Corp. 0.1%
Value ($000) $1,011 Shares 16,413 Est. Cost $28.72 Unrealized +71.2%
SLB Schlumberger, Ltd. 0.1%
Value ($000) $1,005 Shares 14,908 Est. Cost $54.70 Unrealized -6.4%
PowerShares S&P 500 Low Volati 0.1%
Value ($000) $1,003 Shares 21,009 Est. Cost $44.57 Unrealized
EEM IShares MSCI Emergin Mkt 0.1%
Value ($000) $971 Shares 20,597 Est. Cost $40.04 Unrealized
iShares High Dividend Equity F 0.1%
Value ($000) $963 Shares 10,683 Est. Cost $68.49 Unrealized
Xylem, Inc. 0.1%
Value ($000) $962 Shares 14,100 Est. Cost $53.47 Unrealized
ACACIA Communication 0.1%
Value ($000) $954 Shares 26,345 Est. Cost $42.69 Unrealized
PowerShares S&P 500 High Divid 0.1%
Value ($000) $935 Shares 22,045 Est. Cost $40.87 Unrealized
BRK/B Berkshire Hathaway Inc. Class 0.1%
Value ($000) $921 Shares 4,645 Est. Cost $134.79 Unrealized +40.9%
Praxair 0.1%
Value ($000) $920 Shares 5,949 Est. Cost $117.91 Unrealized
VWO Vanguard Emerging Market ETF 0.1%
Value ($000) $914 Shares 19,917 Est. Cost $39.98 Unrealized
MAR Marriott International Inc. Cl 0.1%
Value ($000) $897 Shares 6,611 Est. Cost $46.87 Unrealized +144.7%
CB Chubb LTD. 0.1%
Value ($000) $877 Shares 6,000 Est. Cost $107.25 Unrealized +20.8%
JPMorgan Diversified Return Eu 0.1%
Value ($000) $874 Shares 14,480 Est. Cost $60.58 Unrealized
Financial Select Sector SPDR ( 0.1%
Value ($000) $869 Shares 31,142 Est. Cost $20.05 Unrealized
BP BP Amoco PLC - Spons ADR 0.1%
Value ($000) $856 Shares 20,375 Est. Cost $38.44 Unrealized
SO Southern Co. 0.1%
Value ($000) $850 Shares 17,677 Est. Cost $34.87 Unrealized +4.5%
DVY Ishares Dow Jones Select Divid 0.1%
Value ($000) $839 Shares 8,509 Est. Cost $66.39 Unrealized
AXP American Express 0.1%
Value ($000) $839 Shares 8,445 Est. Cost $63.06 Unrealized +35.2%
Vanguard Information Technolog 0.1%
Value ($000) $817 Shares 4,957 Est. Cost $140.81 Unrealized
IWM Ishares Russell 2000 0.1%
Value ($000) $800 Shares 5,249 Est. Cost $132.30 Unrealized
LMT Lockheed Martin Corporation 0.1%
Value ($000) $767 Shares 2,389 Est. Cost $195.21 Unrealized +29.9%
Citrix Sys Inc Com 0.1%
Value ($000) $763 Shares 8,672 Est. Cost $65.06 Unrealized
TRN Trinity Industries, Inc. 0.1%
Value ($000) $746 Shares 19,925 Est. Cost $14.56 Unrealized +28.9%
Straumann Holding AG 0.1%
Value ($000) $742 Shares 1,050 Est. Cost $303.08 Unrealized
Iron Mountain, Inc. 0.1%
Value ($000) $734 Shares 19,450 Est. Cost $32.66 Unrealized
Powershares QQQ NASDAQ 100 0.1%
Value ($000) $725 Shares 4,656 Est. Cost $91.48 Unrealized
APD Air Products and Chemical Co. 0.1%
Value ($000) $689 Shares 4,200 Est. Cost $85.37 Unrealized +52.6%
Valvoline, Inc. 0.1%
Value ($000) $682 Shares 27,234 Est. Cost $23.99 Unrealized
UNP Union Pacific 0.1%
Value ($000) $671 Shares 5,003 Est. Cost $65.76 Unrealized +53.3%
FDX FEDEX Corporation 0.1%
Value ($000) $668 Shares 2,677 Est. Cost $151.84 Unrealized +31.1%
HCA Healthcare Co. 0.1%
Value ($000) $650 Shares 7,400 Est. Cost $81.14 Unrealized
IYW iShares Dow Jones U.S. Technol 0.1%
Value ($000) $636 Shares 3,905 Est. Cost $83.64 Unrealized
LLY Eli Lilly 0.1%
Value ($000) $616 Shares 7,298 Est. Cost $46.31 Unrealized +62.5%
ENB Enbridge Inc 0.1%
Value ($000) $611 Shares 15,614 Est. Cost $24.73 Unrealized -5.8%
RY Royal Bank of Canada 0.1%
Value ($000) $595 Shares 7,290 Est. Cost $60.86 Unrealized +30.3%
SPDR Gold Trust 0.1%
Value ($000) $592 Shares 4,791 Est. Cost $119.11 Unrealized
XBI SPDR S&P Biotech ETF (xbi) 0.1%
Value ($000) $575 Shares 6,780 Est. Cost $99.30 Unrealized
TOL Toll Brothers Inc 0.1%
Value ($000) $569 Shares 11,845 Est. Cost $33.82 Unrealized +36.0%
Kinder Morgan, Inc 0.1%
Value ($000) $560 Shares 31,015 Est. Cost $39.61 Unrealized
GIS General Mills 0.1%
Value ($000) $546 Shares 9,209 Est. Cost $34.62 Unrealized +17.1%
BK Bank of New York Mellon Corp c 0.1%
Value ($000) $540 Shares 10,020 Est. Cost $36.97 Unrealized +15.4%
Rydex S&P Equal Weight ETF 0.1%
Value ($000) $532 Shares 5,265 Est. Cost $88.77 Unrealized
AMGN Amgen 0.1%
Value ($000) $529 Shares 3,041 Est. Cost $111.66 Unrealized +23.8%
VNQ Vanguard REIT Index ETF 0.1%
Value ($000) $529 Shares 6,370 Est. Cost $77.70 Unrealized
CVS CVS/Caremark Corp. 0.1%
Value ($000) $526 Shares 7,249 Est. Cost $60.36 Unrealized -6.8%
PAYX Paychex, Inc. 0.1%
Value ($000) $519 Shares 7,621 Est. Cost $46.69 Unrealized +10.6%
FHN First Horizon National Corp. 0.0%
Value ($000) $499 Shares 24,942 Est. Cost $10.85 Unrealized +31.9%
SFNC Simmons First National Corp Cl 0.0%
Value ($000) $495 Shares 8,667 Est. Cost $29.41 Unrealized -2.4%
SBUX Starbucks Corp. 0.0%
Value ($000) $484 Shares 8,419 Est. Cost $43.47 Unrealized +9.1%
NVDA Nvidia Corp 0.0%
Value ($000) $478 Shares 2,470 Est. Cost $3.44 Unrealized +42.7%
Royal Dutch Shell PLC ADR A (R 0.0%
Value ($000) $477 Shares 7,150 Est. Cost $63.74 Unrealized
US Silica Holdings, inc. 0.0%
Value ($000) $476 Shares 14,620 Est. Cost $34.99 Unrealized
CSX CSX Corp. 0.0%
Value ($000) $460 Shares 8,355 Est. Cost $13.58 Unrealized +16.8%
GLW Corning Inc Com 0.0%
Value ($000) $457 Shares 14,290 Est. Cost $14.08 Unrealized +79.2%
TGT Target Corporation 0.0%
Value ($000) $440 Shares 6,750 Est. Cost $44.58 Unrealized +7.8%
Macy's Inc. 0.0%
Value ($000) $413 Shares 16,400 Est. Cost $46.72 Unrealized
IAT iShares Dow Jones US Regional 0.0%
Value ($000) $411 Shares 8,335 Est. Cost $29.91 Unrealized
VIG Vanguard Dividend Appreciation 0.0%
Value ($000) $400 Shares 3,921 Est. Cost $82.63 Unrealized
IWN IShares Russell 2000 Value 0.0%
Value ($000) $384 Shares 3,055 Est. Cost $118.28 Unrealized
J C Penney Co, Inc. 0.0%
Value ($000) $379 Shares 119,875 Est. Cost $9.36 Unrealized
NFLX Netflix Inc. 0.0%
Value ($000) $378 Shares 1,970 Est. Cost $14.17 Unrealized +35.9%
IMO Imperial Oil Ltd. 0.0%
Value ($000) $376 Shares 12,052 Est. Cost $25.91 Unrealized -2.5%
SPDR S&P Dividend ETF 0.0%
Value ($000) $375 Shares 3,966 Est. Cost $85.05 Unrealized
ASIX AdvanSix, Inc. 0.0%
Value ($000) $366 Shares 8,689 Est. Cost $23.66 Unrealized +65.3%
IYR IShares DJ US Real Estate 0.0%
Value ($000) $345 Shares 4,260 Est. Cost $72.20 Unrealized
NUE Nucor Corp 0.0%
Value ($000) $331 Shares 5,201 Est. Cost $37.11 Unrealized +32.0%
Activision, Inc. 0.0%
Value ($000) $328 Shares 5,182 Est. Cost $50.31 Unrealized
DHR Danaher Corp 0.0%
Value ($000) $327 Shares 3,523 Est. Cost $38.38 Unrealized +103.8%
AFL AFLAC Inc. 0.0%
Value ($000) $326 Shares 3,713 Est. Cost $29.49 Unrealized +19.7%
DG Dollar General 0.0%
Value ($000) $325 Shares 3,494 Est. Cost $76.33 Unrealized +1.4%
Nordstrom, Inc. 0.0%
Value ($000) $320 Shares 6,750 Est. Cost $60.46 Unrealized
Broadcom Ltd F 0.0%
Value ($000) $319 Shares 1,241 Est. Cost $219.18 Unrealized
CAT Caterpillar 0.0%
Value ($000) $318 Shares 2,020 Est. Cost $97.83 Unrealized +18.9%
CAG Conagra Brands, Inc. 0.0%
Value ($000) $300 Shares 7,959 Est. Cost $18.23 Unrealized +43.2%
UPS United Parcel Service Co 0.0%
Value ($000) $299 Shares 2,511 Est. Cost $78.37 Unrealized +10.1%
DOV Dover Corp. 0.0%
Value ($000) $298 Shares 2,950 Est. Cost $42.43 Unrealized +60.6%
EFG IShares MSCI EAFE Growth Index 0.0%
Value ($000) $280 Shares 3,464 Est. Cost $64.57 Unrealized
IP International Paper 0.0%
Value ($000) $271 Shares 4,673 Est. Cost $30.19 Unrealized +24.5%
AMAT Applied Materials, Inc. 0.0%
Value ($000) $271 Shares 5,300 Est. Cost $32.54 Unrealized +51.9%
American Tower Corporation 0.0%
Value ($000) $267 Shares 1,873 Est. Cost $136.68 Unrealized
WMB Williams Companies, Inc. 0.0%
Value ($000) $264 Shares 8,649 Est. Cost $16.54 Unrealized +12.4%
MDT Medtronic, PLC 0.0%
Value ($000) $259 Shares 3,202 Est. Cost $64.98 Unrealized 0.0%
ORCL Oracle Systems Corp 0.0%
Value ($000) $258 Shares 5,448 Est. Cost $37.45 Unrealized +16.1%
VTI Vanguard US Total Stock Market 0.0%
Value ($000) $253 Shares 1,840 Est. Cost $116.23 Unrealized
EPD Enterprise Products Partners 0.0%
Value ($000) $253 Shares 9,527 Est. Cost $27.53 Unrealized
XRAY Dentsply Sirona Inc. 0.0%
Value ($000) $251 Shares 3,811 Est. Cost $58.93 Unrealized +7.9%
IJH IShares Core S&P Midcap 400 In 0.0%
Value ($000) $251 Shares 1,325 Est. Cost $144.25 Unrealized
Tesla Motors, Inc. 0.0%
Value ($000) $240 Shares 770 Est. Cost $311.69 Unrealized
Vanguard Health Care ETF 0.0%
Value ($000) $236 Shares 1,530 Est. Cost $147.06 Unrealized
EFA IShares MSCI EAFE Index Fund ( 0.0%
Value ($000) $236 Shares 3,355 Est. Cost $65.34 Unrealized
IBB Ishares Nasdaq Biotech Index 0.0%
Value ($000) $235 Shares 2,205 Est. Cost $218.46 Unrealized
Kuka AG Kuka ORD 0.0%
Value ($000) $229 Shares 1,575 Est. Cost $158.10 Unrealized
EZU IShares MSCI EMU 0.0%
Value ($000) $229 Shares 5,275 Est. Cost $43.41 Unrealized
Apache Corp. 0.0%
Value ($000) $228 Shares 5,405 Est. Cost $81.26 Unrealized
BDX Becton, Dickinson Co 0.0%
Value ($000) $228 Shares 1,066 Est. Cost $152.63 Unrealized +21.5%
Alibaba Group Holding Ltd 0.0%
Value ($000) $221 Shares 1,280 Est. Cost $140.72 Unrealized
BMO Bank of Montreal 0.0%
Value ($000) $218 Shares 2,729 Est. Cost $52.79 Unrealized +6.0%
Harris Corp. 0.0%
Value ($000) $218 Shares 1,540 Est. Cost $131.82 Unrealized
F Ford Motor Company 0.0%
Value ($000) $215 Shares 17,222 Est. Cost $7.67 Unrealized +4.5%
IWB Ishares Russell 1000 Index 0.0%
Value ($000) $205 Shares 1,379 Est. Cost $148.66 Unrealized
MDLZ Mondelez International Inc. (A 0.0%
Value ($000) $205 Shares 4,786 Est. Cost $34.68 Unrealized -0.6%
FMNB Farmers National Banc Corp 0.0%
Value ($000) $186 Shares 12,614 Est. Cost $10.12 Unrealized +6.7%
Gabelli Equity Trust 0.0%
Value ($000) $175 Shares 28,287 Est. Cost $6.47 Unrealized
DXYN Dixie Group, Inc. 0.0%
Value ($000) $121 Shares 31,400 Est. Cost $8.23 Unrealized -52.6%
Gabelli Multimedia Trust, Inc. 0.0%
Value ($000) $111 Shares 12,100 Est. Cost $9.67 Unrealized
AURA Systems Inc. NEW 0.0%
Value ($000) $73 Shares 505,519 Est. Cost $0.13 Unrealized
Creative Realities Incorporate 0.0%
Value ($000) $10 Shares 30,000 Est. Cost $0.34 Unrealized
Titan Medical Inc. 0.0%
Value ($000) $10 Shares 32,775 Est. Cost $1.19 Unrealized