PATTEN & PATTEN INC/TN Diversified Active

CIK: 0001044905 · Show all filings

Period: Q2 2018 (← Previous) (Next →)

Filing Date: Jul 18, 2018

Total Value ($000): $973,788 (100.0% shares, 0.0% debt)

Holdings (235)

WestRock Company 8.2%
Value ($000) $79,625 Shares 1,396,433 Est. Cost $47.39 Unrealized
AAPL Apple Inc Com 6.2%
Value ($000) $60,177 Shares 325,090 Est. Cost $19.05 Unrealized +124.4%
NGVT Ingevity Corporation 2.4%
Value ($000) $23,514 Shares 290,803 Est. Cost $35.45 Unrealized +124.2%
MSFT Microsoft, Inc. 2.3%
Value ($000) $22,492 Shares 228,087 Est. Cost $37.78 Unrealized +137.6%
INTC Intel Corporation 2.0%
Value ($000) $19,122 Shares 384,676 Est. Cost $21.55 Unrealized +109.0%
WY Weyerhaeuser Co. 1.9%
Value ($000) $18,263 Shares 500,917 Est. Cost $19.54 Unrealized +38.5%
AOS A.O. Smith Corp. 1.8%
Value ($000) $17,901 Shares 302,633 Est. Cost $31.34 Unrealized +75.1%
AbbVie Inc. 1.8%
Value ($000) $17,093 Shares 184,492 Est. Cost $57.10 Unrealized
PGR Progressive Corp. 1.7%
Value ($000) $16,970 Shares 286,895 Est. Cost $32.30 Unrealized +49.5%
STZ Constellation Brands, Inc. 1.6%
Value ($000) $15,721 Shares 71,829 Est. Cost $105.74 Unrealized +88.8%
Visa, Inc. - Cl. A 1.6%
Value ($000) $15,278 Shares 115,347 Est. Cost $98.31 Unrealized
IXN Ishares S&P Global Tech Sector 1.6%
Value ($000) $15,128 Shares 91,963 Est. Cost $77.93 Unrealized
PYPL PayPal Holdings, Inc. 1.5%
Value ($000) $14,791 Shares 177,626 Est. Cost $42.93 Unrealized +85.2%
Raytheon Company 1.5%
Value ($000) $14,552 Shares 75,328 Est. Cost $132.47 Unrealized
AT&T, Inc. 1.4%
Value ($000) $13,923 Shares 433,596 Est. Cost $35.18 Unrealized
PHM Pulte Homes, Inc. 1.4%
Value ($000) $13,845 Shares 481,565 Est. Cost $17.63 Unrealized +56.8%
JPM JP Morgan Chase & Co Com 1.4%
Value ($000) $13,672 Shares 131,210 Est. Cost $41.60 Unrealized +114.0%
DAL Delta Airlines 1.3%
Value ($000) $13,095 Shares 264,322 Est. Cost $38.69 Unrealized +27.7%
CSCO Cisco Systems, Inc. 1.3%
Value ($000) $12,732 Shares 295,882 Est. Cost $18.37 Unrealized +89.2%
TXN Texas Instruments 1.3%
Value ($000) $12,701 Shares 115,205 Est. Cost $69.70 Unrealized +25.2%
EW Edwards Lifesciences Corp. 1.3%
Value ($000) $12,418 Shares 85,305 Est. Cost $34.78 Unrealized +34.2%
KEY Keycorp 1.3%
Value ($000) $12,409 Shares 635,051 Est. Cost $12.69 Unrealized +10.2%
GOOGL Alphabet Inc Cl A 1.2%
Value ($000) $11,880 Shares 10,521 Est. Cost $38.46 Unrealized +40.4%
ADBE Adobe Sys Inc Com 1.2%
Value ($000) $11,869 Shares 48,683 Est. Cost $151.04 Unrealized +56.6%
TSCO Tractor Supply Company 1.2%
Value ($000) $11,572 Shares 151,289 Est. Cost $11.08 Unrealized +11.6%
MMM 3M Co. 1.2%
Value ($000) $11,267 Shares 57,275 Est. Cost $64.21 Unrealized +102.7%
JNJ Johnson and Johnson 1.1%
Value ($000) $10,842 Shares 89,350 Est. Cost $63.50 Unrealized +58.6%
John Hancock Bk & Thrift Opp F 1.1%
Value ($000) $10,814 Shares 290,615 Est. Cost $21.54 Unrealized
IYF IShares DJ US Financial Sect 1.1%
Value ($000) $10,776 Shares 91,954 Est. Cost $72.93 Unrealized
COST Costco Wholesale Corp. 1.1%
Value ($000) $10,608 Shares 50,759 Est. Cost $115.15 Unrealized +54.4%
XOM Exxon Mobil Corporation 1.1%
Value ($000) $10,479 Shares 126,669 Est. Cost $53.61 Unrealized +4.7%
CNI Canadian National Railway Co. 1.0%
Value ($000) $10,197 Shares 124,693 Est. Cost $42.84 Unrealized +60.9%
BMY Bristol Myers Squibb Co 1.0%
Value ($000) $9,823 Shares 177,506 Est. Cost $40.48 Unrealized +0.4%
CMCSA Comcast Corporation - Class A 0.9%
Value ($000) $8,912 Shares 271,632 Est. Cost $31.17 Unrealized -13.9%
NextEra Energy, Inc. 0.9%
Value ($000) $8,761 Shares 52,449 Est. Cost $85.09 Unrealized
NKE Nike Inc. Class B 0.9%
Value ($000) $8,551 Shares 107,314 Est. Cost $44.70 Unrealized +42.8%
Merck & Co., Inc. 0.9%
Value ($000) $8,547 Shares 140,814 Est. Cost $47.31 Unrealized
CVX ChevronTexaco Corporation 0.9%
Value ($000) $8,434 Shares 66,708 Est. Cost $69.63 Unrealized +28.0%
GOOG Alphabet Inc Cl C 0.8%
Value ($000) $8,095 Shares 7,256 Est. Cost $32.82 Unrealized +63.4%
KO Coca Cola Company 0.8%
Value ($000) $8,085 Shares 184,337 Est. Cost $29.26 Unrealized +16.3%
DowDuPont, Inc. 0.8%
Value ($000) $7,946 Shares 120,541 Est. Cost $69.23 Unrealized
COP ConocoPhillips 0.8%
Value ($000) $7,803 Shares 112,077 Est. Cost $38.60 Unrealized +34.2%
UNH UnitedHealth Group 0.8%
Value ($000) $7,711 Shares 31,428 Est. Cost $171.30 Unrealized +23.8%
SPY S & P 500 Depositary Receipt ( 0.8%
Value ($000) $7,646 Shares 28,186 Est. Cost $176.57 Unrealized
C Citigroup, Inc. 0.8%
Value ($000) $7,511 Shares 112,244 Est. Cost $48.63 Unrealized +9.1%
INTU Intuit, Inc. 0.8%
Value ($000) $7,376 Shares 36,101 Est. Cost $132.06 Unrealized +38.0%
NOK Nokia Corp - ADR 0.7%
Value ($000) $7,285 Shares 1,266,940 Est. Cost $6.42 Unrealized
HON Honeywell International, Inc. 0.7%
Value ($000) $6,645 Shares 46,132 Est. Cost $54.87 Unrealized +107.0%
BAC Bank of America Corp. 0.7%
Value ($000) $6,339 Shares 224,867 Est. Cost $13.62 Unrealized +82.4%
PEP Pepsico 0.6%
Value ($000) $6,280 Shares 57,679 Est. Cost $59.59 Unrealized +37.1%
Macquarie Infrastr Co LLC Memb 0.6%
Value ($000) $6,159 Shares 145,948 Est. Cost $66.98 Unrealized
WFC Wells Fargo 0.6%
Value ($000) $5,950 Shares 107,326 Est. Cost $31.26 Unrealized +38.7%
HD Home Depot 0.6%
Value ($000) $5,842 Shares 29,942 Est. Cost $63.39 Unrealized +144.5%
NVS Novartis A G Sponsored ADR 0.5%
Value ($000) $5,106 Shares 67,598 Est. Cost $71.56 Unrealized
PFE Pfizer 0.5%
Value ($000) $4,963 Shares 136,787 Est. Cost $16.87 Unrealized +44.0%
GM General Motors 0.5%
Value ($000) $4,946 Shares 125,536 Est. Cost $26.35 Unrealized +33.0%
General Electric Corp. 0.5%
Value ($000) $4,824 Shares 354,447 Est. Cost $24.63 Unrealized
TJX TJX Companies 0.5%
Value ($000) $4,707 Shares 49,451 Est. Cost $33.20 Unrealized +19.1%
MO Altria Group, Inc. 0.5%
Value ($000) $4,604 Shares 81,074 Est. Cost $16.78 Unrealized +91.9%
UNM Unum Group Com 0.5%
Value ($000) $4,491 Shares 121,401 Est. Cost $29.99 Unrealized +39.1%
BB&T Corporation 0.4%
Value ($000) $4,356 Shares 86,353 Est. Cost $44.70 Unrealized
Suntrust Banks, Inc. 0.4%
Value ($000) $4,157 Shares 62,968 Est. Cost $33.22 Unrealized
KBW Regional Banking Index 0.4%
Value ($000) $4,048 Shares 66,363 Est. Cost $40.95 Unrealized
VZ Verizon Communications 0.4%
Value ($000) $4,036 Shares 80,215 Est. Cost $27.54 Unrealized +16.9%
Celgene Corp. 0.4%
Value ($000) $3,942 Shares 49,638 Est. Cost $101.91 Unrealized
RHHBY Roche Hldg LTD Sponsored ADR 0.4%
Value ($000) $3,776 Shares 136,648 Est. Cost $40.40 Unrealized
LULU Lululemon Athletica Inc 0.4%
Value ($000) $3,766 Shares 30,165 Est. Cost $60.66 Unrealized +75.8%
Walgreens Boots Alliance, Inc. 0.4%
Value ($000) $3,740 Shares 62,316 Est. Cost $77.28 Unrealized
AA ALCOA, Corp. 0.4%
Value ($000) $3,717 Shares 79,293 Est. Cost $32.01 Unrealized +50.0%
ABT Abbott Laboratories 0.4%
Value ($000) $3,711 Shares 60,849 Est. Cost $45.06 Unrealized +17.9%
Anadarko Pete Corp Com 0.4%
Value ($000) $3,675 Shares 50,165 Est. Cost $80.29 Unrealized
AIG American International Group I 0.4%
Value ($000) $3,633 Shares 68,513 Est. Cost $35.08 Unrealized +26.2%
NSC Norfolk Southern Corp. 0.4%
Value ($000) $3,577 Shares 23,707 Est. Cost $59.57 Unrealized +110.3%
ECL Ecolabs 0.4%
Value ($000) $3,460 Shares 24,656 Est. Cost $108.31 Unrealized +22.7%
Zoetis, Inc. 0.4%
Value ($000) $3,447 Shares 40,464 Est. Cost $33.96 Unrealized
MS Morgan Stanley Com New 0.3%
Value ($000) $3,326 Shares 70,167 Est. Cost $22.36 Unrealized +85.3%
EA Electronic Arts, Inc. 0.3%
Value ($000) $3,290 Shares 23,330 Est. Cost $111.13 Unrealized +13.6%
United Technologies Corp Com 0.3%
Value ($000) $3,212 Shares 25,688 Est. Cost $96.50 Unrealized
Health Care Select Sector 0.3%
Value ($000) $3,173 Shares 38,019 Est. Cost $61.75 Unrealized
QCOM Qualcomm, Inc. 0.3%
Value ($000) $3,133 Shares 55,820 Est. Cost $46.98 Unrealized -2.3%
KMX CarMax, Inc. 0.3%
Value ($000) $3,104 Shares 42,603 Est. Cost $60.83 Unrealized +9.8%
VOO Vanguard S&P 500 ETF 0.3%
Value ($000) $2,985 Shares 11,962 Est. Cost $205.41 Unrealized
MAS Masco Corp. 0.3%
Value ($000) $2,968 Shares 79,308 Est. Cost $30.86 Unrealized +10.5%
DUK Duke Energy Corp. 0.3%
Value ($000) $2,915 Shares 36,864 Est. Cost $45.45 Unrealized +24.2%
LOW Lowe's Companies 0.3%
Value ($000) $2,806 Shares 29,359 Est. Cost $35.50 Unrealized +121.6%
ALPS Trust Alerian MLP ETF 0.3%
Value ($000) $2,791 Shares 276,350 Est. Cost $13.56 Unrealized
ORLY O'Reilly Automotive, Inc. 0.3%
Value ($000) $2,668 Shares 9,754 Est. Cost $13.70 Unrealized +27.0%
DIS Walt Disney 0.3%
Value ($000) $2,490 Shares 23,758 Est. Cost $63.17 Unrealized +53.8%
KMB Kimberly-Clark 0.3%
Value ($000) $2,481 Shares 23,549 Est. Cost $63.06 Unrealized +25.9%
HLT Hilton Worldwide Holdings Inc. 0.3%
Value ($000) $2,474 Shares 31,253 Est. Cost $48.37 Unrealized +64.0%
EZU IShares MSCI EMU 0.2%
Value ($000) $2,403 Shares 58,600 Est. Cost $43.22 Unrealized
XLU Utilities Select Sector SPDR F 0.2%
Value ($000) $2,374 Shares 45,686 Est. Cost $46.52 Unrealized
Pinnacle Financial Partners, I 0.2%
Value ($000) $2,301 Shares 37,513 Est. Cost $50.24 Unrealized
PG Procter and Gamble 0.2%
Value ($000) $2,294 Shares 29,390 Est. Cost $57.09 Unrealized +8.3%
Regions Financial Corp. 0.2%
Value ($000) $2,236 Shares 125,749 Est. Cost $9.82 Unrealized
DXCM DexCom Inc. 0.2%
Value ($000) $2,234 Shares 23,525 Est. Cost $17.87 Unrealized +18.7%
WHR Whirlpool Corp. 0.2%
Value ($000) $2,068 Shares 14,140 Est. Cost $178.04 Unrealized -14.7%
ASH Ashland Global Holdings, Inc. 0.2%
Value ($000) $2,068 Shares 26,451 Est. Cost $58.10 Unrealized +12.8%
AMZN Amazon.com, Inc. 0.2%
Value ($000) $2,067 Shares 1,216 Est. Cost $32.97 Unrealized +140.8%
WMT Wal-Mart Stores 0.2%
Value ($000) $1,936 Shares 22,606 Est. Cost $23.87 Unrealized +5.8%
MHK Mohawk Industries 0.2%
Value ($000) $1,878 Shares 8,765 Est. Cost $146.52 Unrealized +49.4%
IBM International Business Machine 0.2%
Value ($000) $1,868 Shares 13,370 Est. Cost $105.29 Unrealized -5.1%
BA Boeing Corp. 0.2%
Value ($000) $1,627 Shares 4,849 Est. Cost $207.75 Unrealized +59.0%
LPX Louisiana Pacific 0.2%
Value ($000) $1,562 Shares 57,400 Est. Cost $21.37 Unrealized +34.7%
META Facebook Inc. A 0.2%
Value ($000) $1,537 Shares 7,912 Est. Cost $96.38 Unrealized +86.2%
Energy Select Sector SPDR 0.2%
Value ($000) $1,523 Shares 20,058 Est. Cost $63.48 Unrealized
KR Kroger 0.1%
Value ($000) $1,451 Shares 51,005 Est. Cost $27.50 Unrealized -22.3%
IYG IShares DJ US Financial Servic 0.1%
Value ($000) $1,445 Shares 11,150 Est. Cost $74.02 Unrealized
MA MasterCard Inc. - Class A 0.1%
Value ($000) $1,441 Shares 7,335 Est. Cost $72.78 Unrealized +147.7%
Industrial Select Spdr 0.1%
Value ($000) $1,404 Shares 19,604 Est. Cost $68.88 Unrealized
Technology Select Sect Spdr (x 0.1%
Value ($000) $1,396 Shares 20,101 Est. Cost $32.37 Unrealized
Xilinx, Inc. 0.1%
Value ($000) $1,384 Shares 21,210 Est. Cost $66.61 Unrealized
AWK American Water Works, Inc. 0.1%
Value ($000) $1,365 Shares 15,990 Est. Cost $51.71 Unrealized +38.4%
VWO Vanguard Emerging Market ETF 0.1%
Value ($000) $1,353 Shares 32,052 Est. Cost $42.63 Unrealized
MCD McDonald's Corp. 0.1%
Value ($000) $1,299 Shares 8,289 Est. Cost $85.55 Unrealized +58.4%
PSX Phillips 66 0.1%
Value ($000) $1,285 Shares 11,444 Est. Cost $48.33 Unrealized +72.0%
EMR Emerson Elec Co Com 0.1%
Value ($000) $1,241 Shares 17,949 Est. Cost $40.29 Unrealized +45.6%
RSG Republic Svcs Inc Com 0.1%
Value ($000) $1,202 Shares 17,585 Est. Cost $26.37 Unrealized +127.0%
IWM Ishares Russell 2000 0.1%
Value ($000) $1,201 Shares 7,331 Est. Cost $140.05 Unrealized
IYT I Shares Transportation Index 0.1%
Value ($000) $1,199 Shares 6,440 Est. Cost $116.10 Unrealized
PM Philip Morris International, I 0.1%
Value ($000) $1,198 Shares 14,839 Est. Cost $56.54 Unrealized +0.1%
ADP Automatic Data Processing 0.1%
Value ($000) $1,194 Shares 8,898 Est. Cost $50.00 Unrealized +115.5%
D Dominion Res Inc VA New 0.1%
Value ($000) $1,191 Shares 17,468 Est. Cost $38.30 Unrealized +21.0%
IHE IShares Dow Jones US Pharmaceu 0.1%
Value ($000) $1,186 Shares 7,835 Est. Cost $103.13 Unrealized
BP BP Amoco PLC - Spons ADR 0.1%
Value ($000) $1,159 Shares 25,390 Est. Cost $39.41 Unrealized
Vanguard Information Technolog 0.1%
Value ($000) $1,144 Shares 6,308 Est. Cost $149.31 Unrealized
NOC Northrop Grumman Corp. 0.1%
Value ($000) $1,142 Shares 3,712 Est. Cost $86.61 Unrealized +236.6%
OXY Occidental Pete Corp Del Com 0.1%
Value ($000) $1,129 Shares 13,489 Est. Cost $57.48 Unrealized +15.4%
NSRGY Nestle SA Spons ADR for REG 0.1%
Value ($000) $1,089 Shares 14,060 Est. Cost $68.18 Unrealized
VMC Vulcan Matls Co Com 0.1%
Value ($000) $1,081 Shares 8,379 Est. Cost $65.04 Unrealized +77.2%
IVV IShares Core S&P 500 Index Fun 0.1%
Value ($000) $1,069 Shares 3,916 Est. Cost $218.76 Unrealized
SPLV Invesco S&P 500 Low Volatility 0.1%
Value ($000) $1,035 Shares 21,833 Est. Cost $47.41 Unrealized
Macom Technology Solutions 0.1%
Value ($000) $1,021 Shares 44,309 Est. Cost $47.85 Unrealized
PRU Prudential Financial, Inc. 0.1%
Value ($000) $1,006 Shares 10,755 Est. Cost $45.37 Unrealized +53.6%
ETN Eaton Corp. PLC 0.1%
Value ($000) $1,001 Shares 13,389 Est. Cost $48.72 Unrealized +37.6%
EEM IShares MSCI Emergin Mkt 0.1%
Value ($000) $951 Shares 21,942 Est. Cost $40.49 Unrealized
Xylem, Inc. 0.1%
Value ($000) $950 Shares 14,100 Est. Cost $53.47 Unrealized
SLB Schlumberger, Ltd. 0.1%
Value ($000) $942 Shares 14,055 Est. Cost $54.72 Unrealized +0.7%
Praxair 0.1%
Value ($000) $924 Shares 5,844 Est. Cost $118.91 Unrealized
iShares High Dividend Equity F 0.1%
Value ($000) $914 Shares 10,753 Est. Cost $68.49 Unrealized
SPHD Invesco S&P 500 High Dividend 0.1%
Value ($000) $907 Shares 22,100 Est. Cost $41.04 Unrealized
NFLX Netflix Inc. 0.1%
Value ($000) $897 Shares 2,292 Est. Cost $16.86 Unrealized +102.2%
Citrix Sys Inc Com 0.1%
Value ($000) $892 Shares 8,505 Est. Cost $65.06 Unrealized
BRK/B Berkshire Hathaway Inc. Class 0.1%
Value ($000) $866 Shares 4,638 Est. Cost $135.98 Unrealized +43.3%
JPMorgan Diversified Return Eu 0.1%
Value ($000) $855 Shares 14,640 Est. Cost $60.58 Unrealized
MAR Marriott International Inc. Cl 0.1%
Value ($000) $837 Shares 6,611 Est. Cost $46.87 Unrealized +172.4%
Financial Select Sector SPDR ( 0.1%
Value ($000) $828 Shares 31,142 Est. Cost $20.05 Unrealized
XBI SPDR S&P Biotech ETF (xbi) 0.1%
Value ($000) $813 Shares 8,545 Est. Cost $98.20 Unrealized
DVY Ishares Dow Jones Select Divid 0.1%
Value ($000) $797 Shares 8,159 Est. Cost $66.39 Unrealized
AXP American Express 0.1%
Value ($000) $784 Shares 7,995 Est. Cost $63.06 Unrealized +40.5%
QQQ Invesco QQQ Trust Series 1 0.1%
Value ($000) $781 Shares 4,550 Est. Cost $171.65 Unrealized
HCA Healthcare Co. 0.1%
Value ($000) $757 Shares 7,378 Est. Cost $81.14 Unrealized
UNP Union Pacific 0.1%
Value ($000) $739 Shares 5,216 Est. Cost $67.69 Unrealized +73.9%
NWL Newell Brands, Inc. 0.1%
Value ($000) $736 Shares 28,551 Est. Cost $27.45 Unrealized -33.6%
LMT Lockheed Martin Corporation 0.1%
Value ($000) $731 Shares 2,475 Est. Cost $198.49 Unrealized +32.3%
ACACIA Communication 0.1%
Value ($000) $723 Shares 20,770 Est. Cost $42.69 Unrealized
CL Colgate-Palmolive Co. 0.1%
Value ($000) $717 Shares 11,065 Est. Cost $45.21 Unrealized +20.8%
IYW iShares Dow Jones U.S. Technol 0.1%
Value ($000) $696 Shares 3,905 Est. Cost $83.64 Unrealized
Arconic, Inc. 0.1%
Value ($000) $685 Shares 40,288 Est. Cost $18.66 Unrealized
APD Air Products and Chemical Co. 0.1%
Value ($000) $654 Shares 4,200 Est. Cost $85.37 Unrealized +58.8%
SO Southern Co. 0.1%
Value ($000) $647 Shares 13,964 Est. Cost $34.87 Unrealized -5.8%
FDX FEDEX Corporation 0.1%
Value ($000) $603 Shares 2,655 Est. Cost $151.84 Unrealized +42.6%
CBT Cabot Corp. 0.1%
Value ($000) $595 Shares 9,625 Est. Cost $28.72 Unrealized +70.4%
SPDR Gold Trust 0.1%
Value ($000) $551 Shares 4,641 Est. Cost $119.11 Unrealized
RY Royal Bank of Canada 0.1%
Value ($000) $549 Shares 7,290 Est. Cost $60.86 Unrealized +25.8%
BK Bank of New York Mellon Corp c 0.1%
Value ($000) $540 Shares 10,020 Est. Cost $36.97 Unrealized +20.6%
CB Chubb LTD. 0.1%
Value ($000) $536 Shares 4,218 Est. Cost $107.54 Unrealized +8.3%
CSX CSX Corp. 0.1%
Value ($000) $533 Shares 8,355 Est. Cost $13.58 Unrealized +36.9%
AMGN Amgen 0.1%
Value ($000) $525 Shares 2,844 Est. Cost $111.66 Unrealized +25.6%
RSP Invesco S&P Equal Weight ETF 0.1%
Value ($000) $523 Shares 5,130 Est. Cost $101.95 Unrealized
PAYX Paychex, Inc. 0.1%
Value ($000) $521 Shares 7,621 Est. Cost $46.69 Unrealized +10.4%
SFNC Simmons First National Corp Cl 0.1%
Value ($000) $518 Shares 17,334 Est. Cost $29.34 Unrealized +4.0%
Royal Dutch Shell PLC ADR A (R 0.1%
Value ($000) $509 Shares 7,350 Est. Cost $63.75 Unrealized
ENB Enbridge Inc 0.1%
Value ($000) $509 Shares 14,275 Est. Cost $24.73 Unrealized -20.0%
TGT Target Corporation 0.1%
Value ($000) $506 Shares 6,650 Est. Cost $44.58 Unrealized +33.8%
Valvoline, Inc. 0.1%
Value ($000) $506 Shares 23,450 Est. Cost $23.99 Unrealized
CVS CVS/Caremark Corp. 0.1%
Value ($000) $498 Shares 7,745 Est. Cost $60.07 Unrealized -14.0%
NVDA Nvidia Corp 0.0%
Value ($000) $481 Shares 2,030 Est. Cost $3.60 Unrealized +66.8%
FHN First Horizon National Corp. 0.0%
Value ($000) $465 Shares 26,086 Est. Cost $11.03 Unrealized +28.1%
GIS General Mills 0.0%
Value ($000) $458 Shares 10,345 Est. Cost $34.40 Unrealized -2.8%
LLY Eli Lilly 0.0%
Value ($000) $456 Shares 5,348 Est. Cost $46.31 Unrealized +59.1%
Kinder Morgan, Inc 0.0%
Value ($000) $441 Shares 24,983 Est. Cost $39.12 Unrealized
VNQ Vanguard REIT Index ETF 0.0%
Value ($000) $435 Shares 5,345 Est. Cost $77.70 Unrealized
Macy's Inc. 0.0%
Value ($000) $433 Shares 11,565 Est. Cost $46.72 Unrealized
VIG Vanguard Dividend Appreciation 0.0%
Value ($000) $426 Shares 4,196 Est. Cost $83.84 Unrealized
Activision, Inc. 0.0%
Value ($000) $418 Shares 5,482 Est. Cost $51.73 Unrealized
SBUX Starbucks Corp. 0.0%
Value ($000) $415 Shares 8,490 Est. Cost $43.56 Unrealized +10.3%
IAT iShares Dow Jones US Regional 0.0%
Value ($000) $410 Shares 8,335 Est. Cost $29.91 Unrealized
TOL Toll Brothers Inc 0.0%
Value ($000) $410 Shares 11,095 Est. Cost $33.82 Unrealized +21.1%
GLW Corning Inc Com 0.0%
Value ($000) $407 Shares 14,777 Est. Cost $14.43 Unrealized +55.1%
TRN Trinity Industries, Inc. 0.0%
Value ($000) $398 Shares 11,625 Est. Cost $14.56 Unrealized +25.3%
IWN IShares Russell 2000 Value 0.0%
Value ($000) $395 Shares 2,995 Est. Cost $118.28 Unrealized
IMO Imperial Oil Ltd. 0.0%
Value ($000) $380 Shares 11,407 Est. Cost $25.91 Unrealized -1.2%
Nordstrom, Inc. 0.0%
Value ($000) $350 Shares 6,750 Est. Cost $60.46 Unrealized
DG Dollar General 0.0%
Value ($000) $345 Shares 3,497 Est. Cost $76.33 Unrealized +14.1%
Straumann Holding AG 0.0%
Value ($000) $340 Shares 450 Est. Cost $303.08 Unrealized
IYR IShares DJ US Real Estate 0.0%
Value ($000) $327 Shares 4,060 Est. Cost $72.20 Unrealized
ASIX AdvanSix, Inc. 0.0%
Value ($000) $316 Shares 8,629 Est. Cost $23.66 Unrealized +44.7%
Alibaba Group Holding Ltd 0.0%
Value ($000) $311 Shares 1,674 Est. Cost $151.24 Unrealized
US Silica Holdings, inc. 0.0%
Value ($000) $311 Shares 12,095 Est. Cost $34.99 Unrealized
Broadcom Ltd F 0.0%
Value ($000) $301 Shares 1,241 Est. Cost $219.18 Unrealized
SCHD Schwab US Dividend Equity ETF 0.0%
Value ($000) $284 Shares 5,766 Est. Cost $49.25 Unrealized
IJH IShares Core S&P Midcap 400 In 0.0%
Value ($000) $276 Shares 1,417 Est. Cost $147.28 Unrealized
CAT Caterpillar 0.0%
Value ($000) $274 Shares 2,020 Est. Cost $97.83 Unrealized +29.3%
EFG IShares MSCI EAFE Growth Index 0.0%
Value ($000) $273 Shares 3,464 Est. Cost $64.57 Unrealized
MDLZ Mondelez International Inc. (A 0.0%
Value ($000) $273 Shares 6,659 Est. Cost $34.54 Unrealized -3.4%
American Tower Corporation 0.0%
Value ($000) $271 Shares 1,879 Est. Cost $136.68 Unrealized
MDT Medtronic, PLC 0.0%
Value ($000) $270 Shares 3,156 Est. Cost $65.02 Unrealized +5.4%
EFA IShares MSCI EAFE Index Fund ( 0.0%
Value ($000) $268 Shares 4,006 Est. Cost $65.61 Unrealized
UPS United Parcel Service Co 0.0%
Value ($000) $267 Shares 2,511 Est. Cost $78.37 Unrealized +6.9%
WEC WEC Energy Corp. 0.0%
Value ($000) $267 Shares 4,135 Est. Cost $48.74 Unrealized 0.0%
IYC iShares Dow Jones U.S. Consume 0.0%
Value ($000) $264 Shares 1,363 Est. Cost $182.62 Unrealized
VTI Vanguard US Total Stock Market 0.0%
Value ($000) $258 Shares 1,840 Est. Cost $116.23 Unrealized
NUE Nucor Corp 0.0%
Value ($000) $254 Shares 4,061 Est. Cost $37.11 Unrealized +45.8%
ORCL Oracle Systems Corp 0.0%
Value ($000) $250 Shares 5,676 Est. Cost $37.64 Unrealized +9.4%
AFL AFLAC Inc. 0.0%
Value ($000) $248 Shares 5,776 Est. Cost $32.22 Unrealized +16.6%
CAG Conagra Brands, Inc. 0.0%
Value ($000) $242 Shares 6,759 Est. Cost $18.23 Unrealized +51.8%
IBB Ishares Nasdaq Biotech Index 0.0%
Value ($000) $242 Shares 2,205 Est. Cost $218.46 Unrealized
AMAT Applied Materials, Inc. 0.0%
Value ($000) $236 Shares 5,100 Est. Cost $32.54 Unrealized +45.1%
SPDR S&P Dividend ETF 0.0%
Value ($000) $235 Shares 2,535 Est. Cost $85.05 Unrealized
IP International Paper 0.0%
Value ($000) $223 Shares 4,283 Est. Cost $36.35 Unrealized 0.0%
Harris Corp. 0.0%
Value ($000) $223 Shares 1,540 Est. Cost $131.82 Unrealized
WMB Williams Companies, Inc. 0.0%
Value ($000) $221 Shares 8,150 Est. Cost $16.54 Unrealized +4.4%
First Republic Bank 0.0%
Value ($000) $219 Shares 2,263 Est. Cost $92.80 Unrealized
DOV Dover Corp. 0.0%
Value ($000) $216 Shares 2,950 Est. Cost $42.43 Unrealized +60.3%
WAB Wabtec Corporation 0.0%
Value ($000) $215 Shares 2,184 Est. Cost $88.89 Unrealized 0.0%
BDX Becton, Dickinson Co 0.0%
Value ($000) $212 Shares 885 Est. Cost $198.45 Unrealized 0.0%
BMO Bank of Montreal 0.0%
Value ($000) $211 Shares 2,729 Est. Cost $52.79 Unrealized +6.7%
EPD Enterprise Products Partners 0.0%
Value ($000) $209 Shares 7,542 Est. Cost $27.53 Unrealized
ADSK Autodesk, Inc. 0.0%
Value ($000) $208 Shares 1,589 Est. Cost $132.48 Unrealized 0.0%
FMNB Farmers National Banc Corp 0.0%
Value ($000) $201 Shares 12,614 Est. Cost $10.12 Unrealized +11.6%
J C Penney Co, Inc. 0.0%
Value ($000) $188 Shares 80,225 Est. Cost $9.36 Unrealized
DXYN Dixie Group, Inc. 0.0%
Value ($000) $71 Shares 30,800 Est. Cost $8.23 Unrealized -67.9%
BioSig Technologies, Inc. 0.0%
Value ($000) $24 Shares 10,000 Est. Cost $2.40 Unrealized
Creative Realities Incorporate 0.0%
Value ($000) $9 Shares 30,000 Est. Cost $0.34 Unrealized