NORTH STAR ASSET MANAGEMENT INC Diversified Active

CIK: 0001056559 · Show all filings

Period: Q3 2017 (← Previous) (Next →)

Filing Date: Oct 25, 2017

Total Value ($000): $1,005,861 (100.0% shares, 0.0% debt)

Holdings (260)

BOTTOMLINE TECHNOLOGIES 3.1%
Value ($000) $30,994 Shares 973,747 Est. Cost $25.36 Unrealized
HAINX HARBOR INTL FD 2.5%
Value ($000) $25,613 Shares 364,589 Est. Cost $62.71 Unrealized
SCHB SCHWAB US BROAD MKT ETF 2.2%
Value ($000) $22,258 Shares 365,417 Est. Cost $48.31 Unrealized
PRINCIPAL FINL GROUP 2.0%
Value ($000) $20,107 Shares 312,511 Est. Cost $39.00 Unrealized
AAPL APPLE 1.7%
Value ($000) $17,533 Shares 113,762 Est. Cost $18.21 Unrealized +98.5%
ADBE ADOBE SYSTEMS 1.7%
Value ($000) $17,426 Shares 116,809 Est. Cost $44.30 Unrealized +236.9%
WYNDHAM WORLDWIDE 1.7%
Value ($000) $17,225 Shares 163,407 Est. Cost $65.96 Unrealized
ACIW ACI WORLDWIDE 1.7%
Value ($000) $16,824 Shares 738,539 Est. Cost $19.40 Unrealized +16.8%
SWTSX SCHWAB TOTAL STOCK MKT-SEL 1.6%
Value ($000) $16,510 Shares 364,705 Est. Cost $30.20 Unrealized
AMG AFFILIATED MANAGERS 1.6%
Value ($000) $16,350 Shares 86,131 Est. Cost $150.29 Unrealized +15.0%
GLOBAL PAYMENTS 1.6%
Value ($000) $16,023 Shares 168,613 Est. Cost $54.79 Unrealized
TBGVX TWEEDY BRN GLOBAL VALUE 1.5%
Value ($000) $15,327 Shares 545,458 Est. Cost $25.65 Unrealized
PRICE T ROWE GROUP INC 1.4%
Value ($000) $14,386 Shares 158,694 Est. Cost $74.67 Unrealized
V VISA 1.4%
Value ($000) $13,777 Shares 130,906 Est. Cost $55.88 Unrealized +71.3%
ABT ABBOTT LABS 1.4%
Value ($000) $13,662 Shares 256,034 Est. Cost $31.18 Unrealized +39.1%
SYK STRYKER CORP 1.4%
Value ($000) $13,639 Shares 96,033 Est. Cost $67.10 Unrealized +94.9%
VTI VANGUARD TTL STK MKT ETF 1.3%
Value ($000) $13,473 Shares 104,021 Est. Cost $83.67 Unrealized
MSFT MICROSOFT 1.3%
Value ($000) $12,936 Shares 173,662 Est. Cost $26.70 Unrealized +149.7%
FIS FIDELITY NATL INFO 1.3%
Value ($000) $12,774 Shares 136,785 Est. Cost $35.73 Unrealized +118.9%
VZ VERIZON COMMUNICATIONS 1.3%
Value ($000) $12,733 Shares 257,275 Est. Cost $26.98 Unrealized +12.0%
SCHW CHARLES SCHWAB 1.2%
Value ($000) $12,480 Shares 285,326 Est. Cost $22.75 Unrealized +63.3%
UNP UNION PACIFIC CORP 1.2%
Value ($000) $12,464 Shares 107,472 Est. Cost $67.83 Unrealized +31.4%
EVTC EVERTEC INC 1.2%
Value ($000) $12,088 Shares 762,616 Est. Cost $17.93 Unrealized -4.4%
CTSH COGNIZANT CL A 1.2%
Value ($000) $12,025 Shares 165,777 Est. Cost $37.49 Unrealized +66.6%
FISV FISERV 1.2%
Value ($000) $11,996 Shares 93,016 Est. Cost $24.46 Unrealized +154.0%
VWO VANGUARD EMERGING MKTS ETF 1.2%
Value ($000) $11,803 Shares 270,908 Est. Cost $38.85 Unrealized
KMB KIMBERLY-CLARK 1.2%
Value ($000) $11,781 Shares 100,108 Est. Cost $63.30 Unrealized +43.7%
CA TECHNOLOGIES 1.1%
Value ($000) $11,316 Shares 338,997 Est. Cost $28.74 Unrealized
PAYPAL HOLDINGS 1.1%
Value ($000) $11,165 Shares 174,365 Est. Cost $34.28 Unrealized
AKAMAI TECH 1.1%
Value ($000) $11,118 Shares 228,207 Est. Cost $47.53 Unrealized
EFX EQUIFAX 1.1%
Value ($000) $10,974 Shares 103,538 Est. Cost $64.46 Unrealized +90.0%
MBWM MERCANTILE BANK 1.0%
Value ($000) $10,461 Shares 299,761 Est. Cost $10.83 Unrealized +111.8%
ALPHABET INC CL C 1.0%
Value ($000) $10,449 Shares 10,894 Est. Cost $757.85 Unrealized
AES AES CORP 0.9%
Value ($000) $9,464 Shares 858,762 Est. Cost $7.81 Unrealized +5.3%
HANESBRANDS 0.9%
Value ($000) $9,407 Shares 381,800 Est. Cost $22.84 Unrealized
BRYN MAWR BANK 0.9%
Value ($000) $9,267 Shares 211,561 Est. Cost $28.66 Unrealized
ECHO GLOBAL LOGISTICS 0.9%
Value ($000) $9,072 Shares 481,291 Est. Cost $19.32 Unrealized
LOW LOWE'S COMPANIES 0.9%
Value ($000) $8,990 Shares 112,457 Est. Cost $37.41 Unrealized +75.5%
AME AMETEK 0.9%
Value ($000) $8,885 Shares 134,542 Est. Cost $47.80 Unrealized +25.0%
TMO THERMO FISHER SCIENTIFIC 0.9%
Value ($000) $8,881 Shares 46,942 Est. Cost $99.48 Unrealized +78.0%
ECL ECOLAB 0.9%
Value ($000) $8,838 Shares 68,721 Est. Cost $87.74 Unrealized +36.9%
MDRX ALLSCRIPTS HEALTHCARE 0.9%
Value ($000) $8,824 Shares 620,098 Est. Cost $12.91 Unrealized +0.2%
RPM RPM 0.9%
Value ($000) $8,626 Shares 168,025 Est. Cost $38.48 Unrealized +33.1%
XILINX 0.9%
Value ($000) $8,585 Shares 121,206 Est. Cost $39.88 Unrealized
PFE PFIZER INCORPORATED 0.8%
Value ($000) $8,438 Shares 236,364 Est. Cost $16.81 Unrealized +32.3%
INTU INTUIT 0.8%
Value ($000) $8,183 Shares 57,572 Est. Cost $61.80 Unrealized +110.7%
SS&C TECHNOLOGIES 0.8%
Value ($000) $8,104 Shares 201,853 Est. Cost $29.04 Unrealized
NAVIENT CORP 0.8%
Value ($000) $8,070 Shares 537,283 Est. Cost $14.40 Unrealized
PM PHILIP MORRIS INT'L 0.8%
Value ($000) $7,897 Shares 71,139 Est. Cost $49.85 Unrealized +50.9%
AEPFX AMER EUROPACIFIC GRWTH Cl F-2 0.8%
Value ($000) $7,829 Shares 141,427 Est. Cost $42.19 Unrealized
SCHE SCHWAB EMERGING MKT ETF 0.8%
Value ($000) $7,818 Shares 290,531 Est. Cost $23.78 Unrealized
iSHARES CORE MSCI EMG MKTS (ET 0.8%
Value ($000) $7,784 Shares 144,103 Est. Cost $45.58 Unrealized
ITW ILLINOIS TOOL 0.8%
Value ($000) $7,560 Shares 51,098 Est. Cost $49.85 Unrealized +132.8%
FDX FEDEX CORP 0.7%
Value ($000) $7,511 Shares 33,296 Est. Cost $97.95 Unrealized +88.8%
GENERAL ELECTRIC 0.7%
Value ($000) $7,503 Shares 310,289 Est. Cost $23.43 Unrealized
XLE ENERGY SELECT SECTOR SPDR 0.7%
Value ($000) $7,395 Shares 107,985 Est. Cost $76.64 Unrealized
VERIFONE SYSTEMS 0.7%
Value ($000) $7,151 Shares 352,611 Est. Cost $18.31 Unrealized
HOLX HOLOGIC INC 0.7%
Value ($000) $7,149 Shares 194,848 Est. Cost $24.17 Unrealized +67.0%
DIS WALT DISNEY CO 0.7%
Value ($000) $6,879 Shares 69,784 Est. Cost $77.98 Unrealized +24.3%
ORCL ORACLE 0.7%
Value ($000) $6,844 Shares 141,554 Est. Cost $31.45 Unrealized +39.7%
VEU VANGUARD FTSE WLD EX US ETF 0.6%
Value ($000) $6,473 Shares 122,800 Est. Cost $44.31 Unrealized
ALPHABET INC CL A 0.6%
Value ($000) $6,345 Shares 6,516 Est. Cost $778.04 Unrealized
XOM EXXON MOBIL CORP 0.6%
Value ($000) $6,109 Shares 74,522 Est. Cost $54.03 Unrealized +0.6%
J.HANCOCK FINL OPP FUND 0.6%
Value ($000) $5,993 Shares 160,852 Est. Cost $21.38 Unrealized
FIRST DATA CORP 0.6%
Value ($000) $5,973 Shares 331,121 Est. Cost $13.54 Unrealized
NETSCOUT SYSTEMS 0.6%
Value ($000) $5,935 Shares 183,475 Est. Cost $30.48 Unrealized
QCOM QUALCOMM 0.6%
Value ($000) $5,646 Shares 108,917 Est. Cost $45.28 Unrealized -6.6%
TREEHOUSE FOODS 0.6%
Value ($000) $5,629 Shares 83,109 Est. Cost $80.26 Unrealized
ALLERGAN 0.6%
Value ($000) $5,574 Shares 27,196 Est. Cost $223.49 Unrealized
PB PROSPERITY BANCSHARES 0.6%
Value ($000) $5,563 Shares 84,635 Est. Cost $38.82 Unrealized +25.7%
SCHA SCHWAB US SCAP ETF 0.5%
Value ($000) $5,465 Shares 81,126 Est. Cost $55.79 Unrealized
INTC INTEL CORP 0.5%
Value ($000) $5,169 Shares 135,751 Est. Cost $18.43 Unrealized +60.6%
PANHANDLE OIL & GAS 0.5%
Value ($000) $5,104 Shares 214,438 Est. Cost $16.93 Unrealized
DISCOVERY COMM SR C 0.5%
Value ($000) $4,967 Shares 245,182 Est. Cost $31.95 Unrealized
UPS UNITED PARCEL 0.5%
Value ($000) $4,858 Shares 40,453 Est. Cost $70.93 Unrealized +16.8%
PERRIGO PLC 0.5%
Value ($000) $4,788 Shares 56,557 Est. Cost $123.85 Unrealized
JNJ JOHNSON&JOHNSON 0.5%
Value ($000) $4,777 Shares 36,740 Est. Cost $59.85 Unrealized +75.4%
AFL AFLAC 0.5%
Value ($000) $4,692 Shares 57,647 Est. Cost $21.83 Unrealized +51.7%
VSMGX VANGUARD LIFE STRAGY MD GRTH 0.4%
Value ($000) $4,340 Shares 163,481 Est. Cost $22.89 Unrealized
YUM YUM BRANDS 0.4%
Value ($000) $4,243 Shares 57,646 Est. Cost $40.33 Unrealized +60.5%
MS INDIA INVESTMENT (CL END) 0.4%
Value ($000) $4,081 Shares 119,188 Est. Cost $15.61 Unrealized
ALIBABA 0.4%
Value ($000) $3,818 Shares 22,109 Est. Cost $91.75 Unrealized
CHESAPEAKE ENERGY 0.4%
Value ($000) $3,758 Shares 873,965 Est. Cost $10.63 Unrealized
EXPRESS SCRIPTS 0.4%
Value ($000) $3,673 Shares 58,015 Est. Cost $69.33 Unrealized
ADAMS NATURAL RESOURCES 0.4%
Value ($000) $3,539 Shares 180,104 Est. Cost $21.99 Unrealized
BWA BORGWARNER INC 0.3%
Value ($000) $3,454 Shares 67,422 Est. Cost $31.97 Unrealized +12.1%
WAT WATERS CORP 0.3%
Value ($000) $3,435 Shares 19,134 Est. Cost $142.36 Unrealized +27.4%
BEN FRANKLIN RESOURCES 0.3%
Value ($000) $3,359 Shares 75,470 Est. Cost $29.14 Unrealized -4.4%
NKE NIKE INC CL B 0.3%
Value ($000) $3,289 Shares 63,437 Est. Cost $42.07 Unrealized +19.7%
ROK ROCKWELL AUTOMATION 0.3%
Value ($000) $3,263 Shares 18,311 Est. Cost $91.59 Unrealized +55.6%
ALTRIA GROUP 0.3%
Value ($000) $3,215 Shares 50,697 Est. Cost $34.99 Unrealized
TXN TEXAS INSTR 0.3%
Value ($000) $3,119 Shares 34,796 Est. Cost $25.31 Unrealized +157.6%
DISCOVER FINANCIAL 0.3%
Value ($000) $3,050 Shares 47,300 Est. Cost $61.56 Unrealized
SCHV SCHWAB LARGE CAP VALUE 0.3%
Value ($000) $3,018 Shares 58,245 Est. Cost $50.47 Unrealized
CSCO CISCO SYSTEMS 0.3%
Value ($000) $2,918 Shares 86,770 Est. Cost $15.24 Unrealized +62.2%
ZBH ZIMMER BIOMET HLDGS 0.3%
Value ($000) $2,901 Shares 24,775 Est. Cost $90.95 Unrealized +18.5%
YUM CHINA HOLDING 0.3%
Value ($000) $2,897 Shares 72,491 Est. Cost $26.12 Unrealized
KO COCA COLA 0.3%
Value ($000) $2,882 Shares 64,030 Est. Cost $28.23 Unrealized +23.7%
NEWFIELD EXPLOR 0.3%
Value ($000) $2,648 Shares 89,260 Est. Cost $32.79 Unrealized
USB US BANCORP DEL 0.3%
Value ($000) $2,560 Shares 47,775 Est. Cost $25.21 Unrealized +49.7%
SLB SCHLUMBERGER 0.2%
Value ($000) $2,512 Shares 36,007 Est. Cost $54.03 Unrealized -4.0%
SPDR GOLD TRUST (COLLECTIBLE) 0.2%
Value ($000) $2,350 Shares 19,332 Est. Cost $119.10 Unrealized
VRSN VERISIGN INC 0.2%
Value ($000) $2,309 Shares 21,699 Est. Cost $49.04 Unrealized +103.5%
IBM IBM 0.2%
Value ($000) $2,271 Shares 15,651 Est. Cost $118.94 Unrealized -18.6%
TEMPLETON DRAGON(CL END) 0.2%
Value ($000) $2,205 Shares 106,011 Est. Cost $24.81 Unrealized
UNITED HEALTHCARE 0.2%
Value ($000) $2,184 Shares 11,151 Est. Cost $65.97 Unrealized
PRESTIGE BRANDS 0.2%
Value ($000) $2,177 Shares 43,464 Est. Cost $50.09 Unrealized
S&P INDEX FUND 0.2%
Value ($000) $2,151 Shares 8,561 Est. Cost $164.35 Unrealized
WALGREENS BOOTS ALLIANCE 0.2%
Value ($000) $2,131 Shares 27,594 Est. Cost $76.20 Unrealized
PEP PEPSICO 0.2%
Value ($000) $2,087 Shares 18,733 Est. Cost $56.19 Unrealized +59.1%
NIC NICOLET NAT'L BANKSHARES 0.2%
Value ($000) $2,076 Shares 36,079 Est. Cost $51.90 Unrealized +2.1%
RMD RESMED INC 0.2%
Value ($000) $1,968 Shares 25,578 Est. Cost $53.71 Unrealized +30.8%
ROYCE VALUE TRUST(CL END) 0.2%
Value ($000) $1,947 Shares 123,310 Est. Cost $15.12 Unrealized
WU WESTERN UNION CO 0.2%
Value ($000) $1,945 Shares 101,297 Est. Cost $17.11 Unrealized
PG PROCTER & GAMBLE 0.2%
Value ($000) $1,923 Shares 21,134 Est. Cost $55.04 Unrealized +32.7%
BA BOEING CO 0.2%
Value ($000) $1,915 Shares 7,535 Est. Cost $80.68 Unrealized +173.2%
FAST FASTENAL 0.2%
Value ($000) $1,842 Shares 40,412 Est. Cost $8.84 Unrealized -1.9%
JPM JP MORGAN CHASE & CO 0.2%
Value ($000) $1,827 Shares 19,125 Est. Cost $37.01 Unrealized +99.0%
ASB ASSOCIATED BANK 0.2%
Value ($000) $1,747 Shares 72,036 Est. Cost $10.89 Unrealized +57.1%
MDLZ MONDELEZ INTL INC 0.2%
Value ($000) $1,732 Shares 42,599 Est. Cost $23.35 Unrealized +48.6%
VPMAX VANGUARD PRIMECAP ADMIRAL 0.2%
Value ($000) $1,729 Shares 13,154 Est. Cost $84.92 Unrealized
WHITING PETROLEUM 0.2%
Value ($000) $1,714 Shares 313,953 Est. Cost $21.01 Unrealized
SPDR S&P REGIONAL BANK ETF 0.2%
Value ($000) $1,647 Shares 29,010 Est. Cost $34.95 Unrealized
WFC WELLS FARGO & CO 0.2%
Value ($000) $1,644 Shares 29,809 Est. Cost $35.40 Unrealized +19.0%
ABBVIE 0.2%
Value ($000) $1,527 Shares 17,185 Est. Cost $43.27 Unrealized
HSIC HENRY SCHEIN 0.1%
Value ($000) $1,488 Shares 18,150 Est. Cost $51.86 Unrealized +31.6%
MMM 3M COMPANY 0.1%
Value ($000) $1,478 Shares 7,038 Est. Cost $67.40 Unrealized +92.7%
DHR DANAHER CORP 0.1%
Value ($000) $1,472 Shares 17,163 Est. Cost $25.43 Unrealized +179.5%
HD HOME DEPOT 0.1%
Value ($000) $1,469 Shares 8,979 Est. Cost $56.82 Unrealized +120.3%
UNITED TECHNOLOGIES 0.1%
Value ($000) $1,453 Shares 12,520 Est. Cost $92.93 Unrealized
BMO BANK OF MONTREAL 0.1%
Value ($000) $1,429 Shares 18,876 Est. Cost $39.17 Unrealized +35.5%
PRA PROASSURANCE GROUP 0.1%
Value ($000) $1,354 Shares 24,769 Est. Cost $52.57 Unrealized +7.6%
VFIAX VANGUARD 500 INDEX (ADM) 0.1%
Value ($000) $1,314 Shares 5,652 Est. Cost $159.34 Unrealized
CVX CHEVRON CORP 0.1%
Value ($000) $1,298 Shares 11,046 Est. Cost $69.70 Unrealized +9.3%
VTV VANGUARD VALUE ETF 0.1%
Value ($000) $1,292 Shares 12,939 Est. Cost $70.08 Unrealized
HALYARD HEALTH 0.1%
Value ($000) $1,250 Shares 27,757 Est. Cost $45.47 Unrealized
DOWDUPONT 0.1%
Value ($000) $1,224 Shares 17,677 Est. Cost $69.24 Unrealized
MERCK 0.1%
Value ($000) $1,211 Shares 18,913 Est. Cost $46.44 Unrealized
EMR EMERSON ELECTRIC 0.1%
Value ($000) $1,160 Shares 18,464 Est. Cost $39.97 Unrealized +23.2%
CME GROUP 0.1%
Value ($000) $1,128 Shares 8,310 Est. Cost $125.27 Unrealized
AT&T INC 0.1%
Value ($000) $1,126 Shares 28,759 Est. Cost $35.59 Unrealized
KHC KRAFT HEINZ FOODS 0.1%
Value ($000) $1,105 Shares 14,251 Est. Cost $47.83 Unrealized +17.9%
SEIC SEI INVESTMENTS 0.1%
Value ($000) $1,034 Shares 16,939 Est. Cost $40.84 Unrealized +24.9%
WY WEYERHAEUSER 0.1%
Value ($000) $1,024 Shares 30,097 Est. Cost $18.94 Unrealized +24.9%
TIME WARNER 0.1%
Value ($000) $1,020 Shares 9,952 Est. Cost $57.83 Unrealized
SPDR S&P BANK ETF 0.1%
Value ($000) $991 Shares 21,980 Est. Cost $29.49 Unrealized
VFINX VANGUARD INDEX 500 0.1%
Value ($000) $981 Shares 4,217 Est. Cost $151.25 Unrealized
MBI MBIA 0.1%
Value ($000) $973 Shares 111,816 Est. Cost $5.38 Unrealized -18.7%
RGEN REPLIGEN CORP 0.1%
Value ($000) $964 Shares 25,159 Est. Cost $34.81 Unrealized +20.4%
GOLDMAN SACHS GROUP INC 0.1%
Value ($000) $952 Shares 4,015 Est. Cost $153.94 Unrealized
MCK MCKESSON 0.1%
Value ($000) $909 Shares 5,920 Est. Cost $101.46 Unrealized +43.9%
FHI FEDERATED INVESTORS 0.1%
Value ($000) $908 Shares 30,585 Est. Cost $15.67 Unrealized +24.0%
JBL JABIL CIRCUIT 0.1%
Value ($000) $887 Shares 31,055 Est. Cost $16.85 Unrealized +69.8%
BMY BRISTOL MYERS SQUIBB CO 0.1%
Value ($000) $870 Shares 13,652 Est. Cost $32.50 Unrealized +32.7%
BEMIS 0.1%
Value ($000) $867 Shares 19,015 Est. Cost $42.16 Unrealized
WDC WESTERN DIGITAL CORP 0.1%
Value ($000) $864 Shares 10,000 Est. Cost $35.69 Unrealized +67.9%
MAR MARRIOTT INT'L 0.1%
Value ($000) $862 Shares 7,817 Est. Cost $47.08 Unrealized +103.9%
VTSAX VANGUARD TTL STK MKT ADM 0.1%
Value ($000) $785 Shares 12,451 Est. Cost $49.56 Unrealized
KSS KOHLS CORP 0.1%
Value ($000) $779 Shares 17,066 Est. Cost $39.20 Unrealized +4.6%
MEDICINE MAN TECH 0.1%
Value ($000) $770 Shares 762,500 Est. Cost $2.74 Unrealized
SYY SYSCO CORPORATION 0.1%
Value ($000) $755 Shares 13,986 Est. Cost $24.51 Unrealized +70.6%
COMCAST CORP CL A 0.1%
Value ($000) $752 Shares 19,546 Est. Cost $40.36 Unrealized
BAOB BARABOO BANCORP 0.1%
Value ($000) $747 Shares 177,778 Est. Cost $2.50 Unrealized +45.6%
QORVO INC 0.1%
Value ($000) $720 Shares 10,181 Est. Cost $79.74 Unrealized
TFEQX TEMPLETON INSTL FOR EQ 0.1%
Value ($000) $691 Shares 31,334 Est. Cost $19.83 Unrealized
YAHOO 0.1%
Value ($000) $662 Shares 10,000 Est. Cost $27.29 Unrealized
ROYCE MICRO-CAP TR (CL END) 0.1%
Value ($000) $660 Shares 70,357 Est. Cost $10.70 Unrealized
EFA MSCI-EAFE INDEX 0.1%
Value ($000) $648 Shares 9,466 Est. Cost $59.37 Unrealized
AEGFX AMER EUROPACIFIC GRWTH CL F-1 0.1%
Value ($000) $644 Shares 11,659 Est. Cost $41.91 Unrealized
ADP AUTOMATIC DATA PROCESSNG 0.1%
Value ($000) $599 Shares 5,481 Est. Cost $45.78 Unrealized +95.7%
MEDTRONIC PLC 0.1%
Value ($000) $598 Shares 7,695 Est. Cost $77.99 Unrealized
SCHH SCHWAB US REIT 0.1%
Value ($000) $584 Shares 14,200 Est. Cost $31.96 Unrealized
VUG VANGUARD GROWTH ETF 0.1%
Value ($000) $583 Shares 4,395 Est. Cost $78.16 Unrealized
BRK/B BERKSHIRE HATHAWAY CL B 0.1%
Value ($000) $573 Shares 3,127 Est. Cost $118.14 Unrealized +49.6%
HEWLETT PACKARD 0.1%
Value ($000) $571 Shares 28,619 Est. Cost $24.79 Unrealized
MENASHA CORP 0.1%
Value ($000) $570 Shares 125 Est. Cost $4192.00 Unrealized
TEKLA HEALTHCARE 0.1%
Value ($000) $564 Shares 22,362 Est. Cost $31.49 Unrealized
SCHF SCHWAB INT'L EQUITY 0.1%
Value ($000) $554 Shares 16,567 Est. Cost $32.37 Unrealized
FORTIVE CORP 0.1%
Value ($000) $545 Shares 7,701 Est. Cost $50.88 Unrealized
DCI DONALDSON 0.1%
Value ($000) $540 Shares 11,750 Est. Cost $28.83 Unrealized +40.4%
PRGFX T ROWE PRICE GROWTH STK 0.1%
Value ($000) $534 Shares 7,956 Est. Cost $67.12 Unrealized
AMAT APPLIED MATERIALS 0.1%
Value ($000) $521 Shares 10,000 Est. Cost $12.22 Unrealized +237.0%
WEC ENERGY GROUP I 0.1%
Value ($000) $508 Shares 8,095 Est. Cost $55.72 Unrealized
HAE HAEMONETICS CORP 0.0%
Value ($000) $473 Shares 10,550 Est. Cost $38.48 Unrealized +8.0%
BK BANK OF NY MELLON 0.0%
Value ($000) $461 Shares 8,699 Est. Cost $21.22 Unrealized +97.1%
VIMSX VANGUARD MID CAP 0.0%
Value ($000) $451 Shares 11,235 Est. Cost $33.74 Unrealized
MBGAF DAIMLER AG 0.0%
Value ($000) $447 Shares 5,611 Est. Cost $30.91 Unrealized +48.8%
POWERSHARE INDIA ETF 0.0%
Value ($000) $440 Shares 18,575 Est. Cost $16.69 Unrealized
NATIONWIDE GENEVA MID CAP GROW 0.0%
Value ($000) $439 Shares 16,697 Est. Cost $28.14 Unrealized
NSC NORFOLK SOUTHERN 0.0%
Value ($000) $438 Shares 3,315 Est. Cost $59.32 Unrealized +73.2%
CL COLGATE-PALMOLIVE 0.0%
Value ($000) $438 Shares 6,016 Est. Cost $45.05 Unrealized +31.4%
VARIAN MEDICAL SYSTEMS 0.0%
Value ($000) $433 Shares 4,325 Est. Cost $68.90 Unrealized
F FORD 0.0%
Value ($000) $429 Shares 35,877 Est. Cost $7.66 Unrealized -5.3%
PLXS PLEXUS CORP 0.0%
Value ($000) $411 Shares 7,331 Est. Cost $27.95 Unrealized +88.3%
VGHCX VANGUARD HEALTH CARE 0.0%
Value ($000) $409 Shares 1,914 Est. Cost $173.91 Unrealized
S&P MIDCAP 400 0.0%
Value ($000) $406 Shares 1,243 Est. Cost $282.81 Unrealized
IP INTERNATIONAL PAPER 0.0%
Value ($000) $398 Shares 7,000 Est. Cost $25.91 Unrealized +40.9%
COP CONOCOPHILLIPS 0.0%
Value ($000) $391 Shares 7,805 Est. Cost $41.06 Unrealized -16.1%
NB REAL ESTATE (CL END) 0.0%
Value ($000) $387 Shares 68,975 Est. Cost $4.80 Unrealized
AMZN AMAZON.COM 0.0%
Value ($000) $383 Shares 398 Est. Cost $31.39 Unrealized +56.5%
MSI MOTOROLA SOLUTIONS 0.0%
Value ($000) $376 Shares 4,427 Est. Cost $47.42 Unrealized +63.6%
PSX PHILLIPS 66 0.0%
Value ($000) $373 Shares 4,072 Est. Cost $47.97 Unrealized +27.7%
GWW GRAINGER WW 0.0%
Value ($000) $359 Shares 2,000 Est. Cost $196.27 Unrealized -23.8%
SCHC SCHWAB INT'L SCAP ETF 0.0%
Value ($000) $340 Shares 9,500 Est. Cost $27.05 Unrealized
BLACKSTONE GROUP 0.0%
Value ($000) $334 Shares 10,000 Est. Cost $21.10 Unrealized
DOV DOVER 0.0%
Value ($000) $323 Shares 3,530 Est. Cost $39.99 Unrealized +52.1%
DODGX DODGE & COX STOCK FUND 0.0%
Value ($000) $317 Shares 1,580 Est. Cost $162.42 Unrealized
AMGN AMGEN 0.0%
Value ($000) $313 Shares 1,681 Est. Cost $75.65 Unrealized +81.7%
MCD MCDONALDS 0.0%
Value ($000) $312 Shares 1,990 Est. Cost $76.64 Unrealized +67.9%
FLPSX FIDELITY LOW-PRICED STOCK 0.0%
Value ($000) $303 Shares 5,835 Est. Cost $51.70 Unrealized
BAX BAXTER INTERNATIONAL INC 0.0%
Value ($000) $301 Shares 4,798 Est. Cost $42.39 Unrealized +26.3%
MRSH MARSH & MCLENNAN 0.0%
Value ($000) $293 Shares 3,500 Est. Cost $40.50 Unrealized +70.8%
TEKLA LIFE SCIENCE 0.0%
Value ($000) $287 Shares 13,377 Est. Cost $24.87 Unrealized
CENTRAL FD OF CANADA 0.0%
Value ($000) $287 Shares 22,655 Est. Cost $12.61 Unrealized
CENTURYLINK INC 0.0%
Value ($000) $287 Shares 15,172 Est. Cost $35.04 Unrealized
DUN & BRADSTREET 0.0%
Value ($000) $285 Shares 2,450 Est. Cost $99.58 Unrealized
DUKE POWER 0.0%
Value ($000) $277 Shares 3,297 Est. Cost $82.08 Unrealized
1/100 BERKSHIRE HTWY CL 100 0.0%
Value ($000) $275 Shares 100 Est. Cost $2130.00 Unrealized
BP BP PLC 0.0%
Value ($000) $274 Shares 7,124 Est. Cost $41.52 Unrealized
ROYAL DUTCH SHELL 0.0%
Value ($000) $274 Shares 4,521 Est. Cost $60.61 Unrealized
SLM SLM CORP 0.0%
Value ($000) $274 Shares 23,874 Est. Cost $7.83 Unrealized +38.6%
LNT ALLIANT ENERGY 0.0%
Value ($000) $270 Shares 6,500 Est. Cost $29.08 Unrealized +10.2%
VTSMX VANGUARD TTL STK MKT INDEX 0.0%
Value ($000) $269 Shares 4,261 Est. Cost $40.22 Unrealized
MARATHON PETROLEUM CORP 0.0%
Value ($000) $268 Shares 4,772 Est. Cost $50.48 Unrealized
CWGIX CAPITAL WORLD GROWTH & INC 0.0%
Value ($000) $263 Shares 5,130 Est. Cost $51.27 Unrealized
LEGG MASON 0.0%
Value ($000) $255 Shares 6,478 Est. Cost $36.12 Unrealized
CAT CATERPILLER 0.0%
Value ($000) $248 Shares 1,991 Est. Cost $84.05 Unrealized +14.2%
ADI ANALOG DEVICES 0.0%
Value ($000) $246 Shares 2,855 Est. Cost $66.47 Unrealized +3.7%
SBUX STARBUCKS CORP 0.0%
Value ($000) $245 Shares 4,569 Est. Cost $50.03 Unrealized -7.6%
TESLA MOTORS 0.0%
Value ($000) $242 Shares 710 Est. Cost $362.26 Unrealized
AIVSX INVSTMNT CO OF AMER CL-A 0.0%
Value ($000) $241 Shares 5,962 Est. Cost $37.10 Unrealized
MS MORGAN STANLEY 0.0%
Value ($000) $241 Shares 5,000 Est. Cost $29.14 Unrealized +24.4%
WEINGARTEN REALTY 0.0%
Value ($000) $240 Shares 7,550 Est. Cost $30.71 Unrealized
WSBF WATERSTONE FINANCIAL 0.0%
Value ($000) $237 Shares 12,166 Est. Cost $11.27 Unrealized +63.3%
CELEGENE 0.0%
Value ($000) $236 Shares 1,619 Est. Cost $124.15 Unrealized
CBS CORP 0.0%
Value ($000) $233 Shares 4,012 Est. Cost $55.08 Unrealized
NSRGY NESTLE 0.0%
Value ($000) $231 Shares 2,753 Est. Cost $77.01 Unrealized
LLY ELI LILLY & CO 0.0%
Value ($000) $228 Shares 2,660 Est. Cost $69.54 Unrealized +3.7%
WHR WHIRLPOOL CORP 0.0%
Value ($000) $221 Shares 1,200 Est. Cost $165.57 Unrealized +8.0%
MIGFX MFS MASS INVESTORS GROWTH CL A 0.0%
Value ($000) $216 Shares 7,806 Est. Cost $26.65 Unrealized
CHD CHURCH & DWIGHT 0.0%
Value ($000) $213 Shares 4,390 Est. Cost $32.02 Unrealized +42.6%
VEIRX VANGUARD EQUITY INCOME ADM 0.0%
Value ($000) $210 Shares 2,815 Est. Cost $72.11 Unrealized
VSEQX VANGUARD STRATEGIC EQUITY 0.0%
Value ($000) $209 Shares 6,003 Est. Cost $34.82 Unrealized
BIIB BIOGEN IDEC 0.0%
Value ($000) $209 Shares 668 Est. Cost $296.11 Unrealized 0.0%
VWELX VANGUARD WELLINGTON 0.0%
Value ($000) $207 Shares 4,910 Est. Cost $40.94 Unrealized
APD AIR PRODUCTS & CHEM 0.0%
Value ($000) $204 Shares 1,350 Est. Cost $119.15 Unrealized 0.0%
AMD ADVANCED MICRO DEVICES 0.0%
Value ($000) $195 Shares 15,330 Est. Cost $3.60 Unrealized +262.6%
TEMFX TEMPLETON FOREIGN CL A 0.0%
Value ($000) $194 Shares 24,300 Est. Cost $7.15 Unrealized
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value ($000) $174 Shares 12,456 Est. Cost $6.46 Unrealized +40.5%
KCDMY KC DE MEXICO 0.0%
Value ($000) $123 Shares 12,000 Est. Cost $16.09 Unrealized
BIOANALYTICAL SYS INC 0.0%
Value ($000) $26 Shares 15,000 Est. Cost $1.45 Unrealized
RITE AID CORPORATION 0.0%
Value ($000) $20 Shares 10,004 Est. Cost $8.16 Unrealized
MNTR MENTOR 0.0%
Value ($000) $7 Shares 10,000 Est. Cost $0.97 Unrealized -3.3%
CANNABIS SCIENCE 0.0%
Value ($000) $2 Shares 40,000 Est. Cost $0.07 Unrealized
HEMP HEMP INC 0.0%
Value ($000) $2 Shares 100,000 Est. Cost $0.04 Unrealized -40.9%
IMAGING DIAG SYS 0.0%
Value ($000) $0 Shares 12,857 Est. Cost Unrealized
GAEC GULF ALTERNATIVE ENERGY 0.0%
Value ($000) $0 Shares 15,000 Est. Cost $0.00 Unrealized +207.9%
BROADBAND WIRELESS 0.0%
Value ($000) $0 Shares 19,194 Est. Cost Unrealized
BANKUNITED FINANCIAL CORP 0.0%
Value ($000) $0 Shares 12,100 Est. Cost Unrealized
SEARCHGUY 0.0%
Value ($000) $0 Shares 10,000 Est. Cost Unrealized