Advocacy Wealth Management Services, LLC Diversified Active

CIK: 0001569452 · Show all filings

Period: Q3 2016 (← Previous) (Next →)

Filing Date: Oct 19, 2016

Total Value ($000): $258,143 (100.0% shares, 0.0% debt)

Holdings (395)

AGG ISHARES CORE U.S. AGGREGATE BOND ETF 7.0%
Value ($000) $18,000 Shares 160,114 Est. Cost $111.87 Unrealized
IGIB ISHARES INTERMEDIATE CREDIT BOND ETF 6.0%
Value ($000) $15,568 Shares 139,815 Est. Cost $110.76 Unrealized
SPIB SPDR BARCLAYS INTERMEDIATE TERM CORPORATE BOND ETF 5.7%
Value ($000) $14,680 Shares 420,498 Est. Cost $34.72 Unrealized
ADVISORSHARES NEWFLEETMULTI-SECTOR INCOME ETF 5.6%
Value ($000) $14,562 Shares 297,615 Est. Cost $48.67 Unrealized
ALERIAN MLP ETF 5.1%
Value ($000) $13,085 Shares 1,031,165 Est. Cost $11.96 Unrealized
DVY ISHARES SELECT DIVIDEND ETF 4.6%
Value ($000) $11,806 Shares 137,770 Est. Cost $81.82 Unrealized
EATON VANCE LTD DUR INCOME FD COM 4.4%
Value ($000) $11,405 Shares 831,840 Est. Cost $13.13 Unrealized
SALIENT MF TR SALIE MP&EGY I 4.2%
Value ($000) $10,879 Shares 1,206,091 Est. Cost $7.59 Unrealized
ISHARES MORTGAGE REAL ESTATE CAPPED ETF 4.0%
Value ($000) $10,319 Shares 981,797 Est. Cost $9.97 Unrealized
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 3.8%
Value ($000) $9,840 Shares 79,884 Est. Cost $121.29 Unrealized
EFAV ISHARES EDGE MSCI MIN VOL EAFE ETF 3.6%
Value ($000) $9,338 Shares 138,056 Est. Cost $66.41 Unrealized
BLACKROCK CR ALLCTN INC TR COM 3.6%
Value ($000) $9,288 Shares 695,696 Est. Cost $12.94 Unrealized
USIG ISHARES CORE US CREDIT BOND ETF 3.5%
Value ($000) $8,987 Shares 78,966 Est. Cost $112.47 Unrealized
VOYA GLBL EQTY DIV & PREM OPP COM 3.4%
Value ($000) $8,860 Shares 1,220,365 Est. Cost $7.07 Unrealized
IYR ISHARES U.S. REAL ESTATE ETF 3.4%
Value ($000) $8,715 Shares 108,069 Est. Cost $79.45 Unrealized
EATON VANCE TX MGD DIV EQ INCM COM 3.3%
Value ($000) $8,550 Shares 798,340 Est. Cost $10.67 Unrealized
USMV ISHARES EDGE MSCI MIN VOL USA ETF 3.3%
Value ($000) $8,525 Shares 187,662 Est. Cost $45.05 Unrealized
HYLS FIRST TRUST TACTICAL HIGH YIELD ETF 3.0%
Value ($000) $7,838 Shares 161,144 Est. Cost $47.67 Unrealized
SPSB SPDR BARCLAYS SHORT TERM CORPORATE BOND ETF 2.9%
Value ($000) $7,611 Shares 247,347 Est. Cost $30.72 Unrealized
PUTNAM MASTER INTER INCOME TR SH BEN INT 2.8%
Value ($000) $7,282 Shares 1,647,543 Est. Cost $4.39 Unrealized
MUB ISHARES TR NATIONAL MUN ETF 2.7%
Value ($000) $6,957 Shares 61,707 Est. Cost $112.79 Unrealized
POWERSHARES S&P SMALLCAP LOW VOLATILITY PORTFOLIO 2.4%
Value ($000) $6,216 Shares 160,672 Est. Cost $37.05 Unrealized
EEMV ISHARES EDGE MSCI MIN VOL EMERGING MARKETS ETF 2.0%
Value ($000) $5,162 Shares 95,491 Est. Cost $52.19 Unrealized
GUGGENHEIM BULLETSHARES 2021 CORPORATE BOND ETF 0.6%
Value ($000) $1,572 Shares 72,789 Est. Cost $21.19 Unrealized
NUVEEN S&P 500 DYN OVERWRITE COM 0.6%
Value ($000) $1,464 Shares 106,425 Est. Cost $13.49 Unrealized
SMLV SPDR RUSSELL 2000 LOW VOLATILITY ETF 0.5%
Value ($000) $1,174 Shares 14,324 Est. Cost $74.72 Unrealized
PFF ISHARES U.S. PREFERRED STOCK ETF 0.3%
Value ($000) $857 Shares 21,691 Est. Cost $39.25 Unrealized
POWERSHARES S&P 500 LOW VOLATILITY PORTFOLIO 0.3%
Value ($000) $722 Shares 17,404 Est. Cost $38.55 Unrealized
HYG ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF 0.2%
Value ($000) $609 Shares 6,982 Est. Cost $82.36 Unrealized
POWERSHARES S&P EMERGING MARKETS LOW VOLATILITY PORTFOLIO 0.2%
Value ($000) $583 Shares 25,918 Est. Cost $20.30 Unrealized
SRLN SPDR BLACKSTONE/ GSO SENIOR LOAN ETF 0.2%
Value ($000) $568 Shares 12,007 Est. Cost $46.48 Unrealized
SGIIX FIRST EAGLE GLOBAL CLASS I 0.2%
Value ($000) $516 Shares 8,999 Est. Cost $52.42 Unrealized
WESTERN ASSET INVT GRADE DEFIN COM 0.2%
Value ($000) $473 Shares 20,942 Est. Cost $20.94 Unrealized
POWERSHARES PREFERRED PORTFOLIO 0.2%
Value ($000) $461 Shares 30,447 Est. Cost $14.85 Unrealized
CBZ CBIZ INC COM 0.2%
Value ($000) $448 Shares 40,000 Est. Cost $10.49 Unrealized +5.9%
BIV VANGUARD INTERMEDIATE-TERM BOND INDEX FUND 0.2%
Value ($000) $438 Shares 5,000 Est. Cost $86.20 Unrealized
TOLSX DEUTSCHE GLOBAL INFRASTRUCTURE CL S 0.2%
Value ($000) $434 Shares 30,085 Est. Cost $13.04 Unrealized
VCSH VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND 0.2%
Value ($000) $430 Shares 5,341 Est. Cost $80.03 Unrealized
EATON VANCE TX MNG BY WRT OPP COM 0.1%
Value ($000) $357 Shares 23,626 Est. Cost $14.97 Unrealized
GUGGENHEIM BULLETSHARES 2020 CORPORATE BOND ETF 0.1%
Value ($000) $337 Shares 15,525 Est. Cost $21.40 Unrealized
SPHY SPDR BOFA MERRILL LYNCH CROSSOVER CORPORATE BOND ETF 0.1%
Value ($000) $297 Shares 11,135 Est. Cost $25.45 Unrealized
POWERSHARES CEF INCOME COMPOSITE PORTFOLIO 0.1%
Value ($000) $294 Shares 12,903 Est. Cost $21.82 Unrealized
POWERSHARES S&P 500 BUYWRITE PORTFOLIO 0.1%
Value ($000) $288 Shares 13,671 Est. Cost $20.39 Unrealized
WESTERN ASSET MUN DEF OPP TR COM 0.1%
Value ($000) $278 Shares 11,208 Est. Cost $24.78 Unrealized
T AT&T INC COM 0.1%
Value ($000) $276 Shares 6,785 Est. Cost $11.76 Unrealized +38.6%
GUGGENHEIM BULLETSHARES 2017 HIGH YIELD CORPORATE BOND ETF 0.1%
Value ($000) $269 Shares 10,400 Est. Cost $24.98 Unrealized
GUGGENHEIM BULLETSHARES 2016 HIGH YIELD CORPORATE BOND ETF 0.1%
Value ($000) $243 Shares 9,400 Est. Cost $25.89 Unrealized
BSV VANGUARD SHORT-TERM BOND INDEX FUND 0.1%
Value ($000) $242 Shares 3,000 Est. Cost $80.67 Unrealized
GENERAL ELECTRIC CO COM 0.1%
Value ($000) $240 Shares 8,088 Est. Cost $26.90 Unrealized
ARTIX ARTISAN INTERNATIONAL FUND 0.1%
Value ($000) $236 Shares 8,340 Est. Cost $28.21 Unrealized
HENDERSON EUROPEAN FOCUS FUND CL I 0.1%
Value ($000) $227 Shares 7,115 Est. Cost $32.81 Unrealized
GUGGENHEIM BULLETSHARES 2016 CORPORATE BOND ETF 0.1%
Value ($000) $221 Shares 10,000 Est. Cost $22.00 Unrealized
AAPL APPLE INC COM 0.1%
Value ($000) $215 Shares 1,898 Est. Cost $23.80 Unrealized +1.8%
HD HOME DEPOT INC COM 0.1%
Value ($000) $214 Shares 1,660 Est. Cost $56.66 Unrealized +87.7%
SHY ISHARES 1-3 YEAR TREASURY BOND ETF 0.1%
Value ($000) $170 Shares 2,000 Est. Cost $85.00 Unrealized
BND VANGUARD TOTAL BOND MARKET INDEX FUND 0.1%
Value ($000) $168 Shares 2,000 Est. Cost $80.87 Unrealized
SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF 0.1%
Value ($000) $151 Shares 1,427 Est. Cost $106.31 Unrealized
PTXFX PACIFIC CAPITAL TAX FREE SEC FD CL Y 0.1%
Value ($000) $151 Shares 14,451 Est. Cost $10.52 Unrealized
NUVEEN NASDAQ 100 DYNAMIC OVER COM SHS 0.1%
Value ($000) $149 Shares 7,895 Est. Cost $19.40 Unrealized
GUGGENHEIM BULLETSHARES 2017 CORPORATE BOND ETF 0.1%
Value ($000) $148 Shares 6,525 Est. Cost $22.63 Unrealized
NORTHSTAR RLTY FIN CORP COM 0.1%
Value ($000) $144 Shares 10,910 Est. Cost $12.27 Unrealized
IWS ISHARES RUSSELL MID-CAP VALUE ETF 0.1%
Value ($000) $143 Shares 1,862 Est. Cost $66.71 Unrealized
RITM NEW RESIDENTIAL INVT CORP COM NEW 0.1%
Value ($000) $141 Shares 10,177 Est. Cost $12.55 Unrealized
META FACEBOOK INC CL A 0.1%
Value ($000) $135 Shares 1,050 Est. Cost $73.31 Unrealized +68.2%
CSCO CISCO SYS INC COM 0.1%
Value ($000) $130 Shares 4,105 Est. Cost $19.55 Unrealized +18.0%
JNJ JOHNSON & JOHNSON COM 0.0%
Value ($000) $121 Shares 1,022 Est. Cost $66.25 Unrealized +41.3%
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 0.0%
Value ($000) $116 Shares 1,292 Est. Cost $86.85 Unrealized
ILMN ILLUMINA INC COM 0.0%
Value ($000) $109 Shares 600 Est. Cost $161.39 Unrealized -0.9%
PG PROCTER AND GAMBLE CO COM 0.0%
Value ($000) $108 Shares 1,199 Est. Cost $55.46 Unrealized +21.7%
CBRL CRACKER BARREL OLD CTRY STORE COM 0.0%
Value ($000) $106 Shares 800 Est. Cost $87.57 Unrealized +17.8%
AB ALLIANCEBERNSTEIN HOLDING LP UNIT LTD PARTN 0.0%
Value ($000) $101 Shares 4,450 Est. Cost $23.64 Unrealized
PSEC PROSPECT CAPITAL CORPORATION COM 0.0%
Value ($000) $97 Shares 12,000 Est. Cost $2.19 Unrealized +21.3%
GLW CORNING INC COM 0.0%
Value ($000) $97 Shares 4,101 Est. Cost $14.18 Unrealized +22.5%
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $97 Shares 2,229 Est. Cost $38.83 Unrealized -19.8%
LITMAN GREGORY MSTRSALT STRATEGIES INSTL 0.0%
Value ($000) $96 Shares 8,473 Est. Cost $10.98 Unrealized
DES WISDOMTREE SMALLCAP DIVIDEND FUND 0.0%
Value ($000) $90 Shares 1,195 Est. Cost $66.27 Unrealized
SPH SUBURBAN PROPANE PARTNERS L P UNIT LTD PARTN 0.0%
Value ($000) $87 Shares 2,600 Est. Cost $26.42 Unrealized
HYS PIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX EXCHANGE-TRADED FUND 0.0%
Value ($000) $87 Shares 873 Est. Cost $91.76 Unrealized
EES WISDOMTREE SMALLCAP EARNINGS FUND 0.0%
Value ($000) $87 Shares 1,029 Est. Cost $76.27 Unrealized
CAG CONAGRA FOODS INC COM 0.0%
Value ($000) $87 Shares 1,850 Est. Cost $22.44 Unrealized +14.3%
TRANSMONTAIGNE PARTNERS L P COM UNIT L P 0.0%
Value ($000) $85 Shares 2,050 Est. Cost $27.13 Unrealized
DLS WISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND FUND 0.0%
Value ($000) $84 Shares 1,365 Est. Cost $58.33 Unrealized
AEP AMERICAN ELEC PWR INC COM 0.0%
Value ($000) $83 Shares 1,300 Est. Cost $37.70 Unrealized +28.2%
PTRMX PERFORMANCE TRUST MUNICIPAL BD RETAIL 0.0%
Value ($000) $82 Shares 3,335 Est. Cost $24.71 Unrealized
AFL AFLAC INC COM 0.0%
Value ($000) $79 Shares 1,100 Est. Cost $22.89 Unrealized +27.7%
AGNC AGNC INVT CORP COM 0.0%
Value ($000) $79 Shares 4,050 Est. Cost $19.51 Unrealized
PFE PFIZER INC COM 0.0%
Value ($000) $77 Shares 2,281 Est. Cost $17.77 Unrealized +25.3%
OEF ISHARES S&P 100 ETF 0.0%
Value ($000) $76 Shares 789 Est. Cost $91.07 Unrealized
VFSUX VANGUARD FIXED INCOME SECS FD STRM INVGRA AD 0.0%
Value ($000) $76 Shares 7,061 Est. Cost $10.62 Unrealized
VZ VERIZON COMMUNICATIONS INC COM 0.0%
Value ($000) $75 Shares 1,447 Est. Cost $26.90 Unrealized +22.3%
PTIAX PERFORMANCE TRUST TOTAL RETURN BOND 0.0%
Value ($000) $73 Shares 3,192 Est. Cost $22.88 Unrealized
MMLP MARTIN MIDSTREAM PRTNRS L P UNIT L P INT 0.0%
Value ($000) $72 Shares 3,600 Est. Cost $27.18 Unrealized
ED CONSOLIDATED EDISON INC COM 0.0%
Value ($000) $70 Shares 925 Est. Cost $43.90 Unrealized +26.3%
POWERSHARES S&P 500 HIGH DIVIDEND LOW VOLATILITY PORTFOLIO 0.0%
Value ($000) $70 Shares 1,806 Est. Cost $33.30 Unrealized
KO COCA COLA CO COM 0.0%
Value ($000) $70 Shares 1,665 Est. Cost $28.97 Unrealized +12.4%
VDIGX VANGUARD DIVIDEND GROWTH 0.0%
Value ($000) $69 Shares 2,913 Est. Cost $22.31 Unrealized
OSTIX PROFESSIONALLY MANAGED PTFL OSTER STR INCM 0.0%
Value ($000) $68 Shares 6,122 Est. Cost $10.62 Unrealized
HAS HASBRO INC COM 0.0%
Value ($000) $63 Shares 800 Est. Cost $43.05 Unrealized +37.5%
XOM EXXON MOBIL CORP COM 0.0%
Value ($000) $62 Shares 713 Est. Cost $54.15 Unrealized +8.1%
SDY SPDR S&P DIVIDEND ETF 0.0%
Value ($000) $61 Shares 728 Est. Cost $73.99 Unrealized
RIGS RIVERFRONT STRATEGIC INCOME FUND 0.0%
Value ($000) $61 Shares 2,404 Est. Cost $24.46 Unrealized
AMERIGAS PARTNERS L P UNIT L P INT 0.0%
Value ($000) $59 Shares 1,300 Est. Cost $39.06 Unrealized
AZN ASTRAZENECA PLC SPONSORED ADR 0.0%
Value ($000) $59 Shares 1,800 Est. Cost $43.48 Unrealized
GIS GENERAL MLS INC COM 0.0%
Value ($000) $57 Shares 900 Est. Cost $33.14 Unrealized +50.9%
MORT VANECK VECTORS MORTGAGE REIT INCOME ETF 0.0%
Value ($000) $57 Shares 2,550 Est. Cost $6.26 Unrealized
DIS DISNEY WALT CO COM DISNEY 0.0%
Value ($000) $57 Shares 615 Est. Cost $77.28 Unrealized +15.0%
PSX PHILLIPS 66 COM 0.0%
Value ($000) $57 Shares 710 Est. Cost $45.87 Unrealized +18.6%
QDF FLEXSHARES QUALITY DIVIDEND INDEX FUND 0.0%
Value ($000) $56 Shares 1,473 Est. Cost $35.93 Unrealized
AVANGRID INC COM 0.0%
Value ($000) $56 Shares 1,350 Est. Cost $38.33 Unrealized
VWENX VANGUARD/WELLINGTON FD INC ADMIRAL SHARES 0.0%
Value ($000) $55 Shares 817 Est. Cost $63.65 Unrealized
PNW PINNACLE WEST CAP CORP COM 0.0%
Value ($000) $53 Shares 700 Est. Cost $40.66 Unrealized +32.3%
ANNALY CAP MGMT INC COM 0.0%
Value ($000) $52 Shares 4,959 Est. Cost $12.58 Unrealized
COACH INC COM 0.0%
Value ($000) $51 Shares 1,400 Est. Cost $37.14 Unrealized
GOOGL ALPHABET INC CAP STK CL A 0.0%
Value ($000) $51 Shares 63 Est. Cost $36.66 Unrealized +5.9%
HILL ROM HLDGS INC COM 0.0%
Value ($000) $50 Shares 810 Est. Cost $47.79 Unrealized
SBUX STARBUCKS CORP COM 0.0%
Value ($000) $49 Shares 900 Est. Cost $45.06 Unrealized +1.7%
LMT LOCKHEED MARTIN CORP COM 0.0%
Value ($000) $48 Shares 200 Est. Cost $84.22 Unrealized +131.3%
FRI FIRST TRUST S&P REIT INDEX FUND 0.0%
Value ($000) $48 Shares 1,968 Est. Cost $22.04 Unrealized
HON HONEYWELL INTL INC COM 0.0%
Value ($000) $48 Shares 408 Est. Cost $79.43 Unrealized +8.3%
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $48 Shares 1,125 Est. Cost $26.21 Unrealized +14.3%
SJNK SPDR BARCLAYS SHORT TERM HIGH YIELD BOND ETF 0.0%
Value ($000) $47 Shares 1,705 Est. Cost $25.74 Unrealized
PIMCO CORPORATE INCOME STRATEG COM 0.0%
Value ($000) $46 Shares 3,014 Est. Cost $13.75 Unrealized
CORP PIMCO INVESTMENT GRADE CORPORATE BOND INDEX EXCHANGE-TRADED FUND 0.0%
Value ($000) $46 Shares 427 Est. Cost $107.73 Unrealized
MRK MERCK & CO INC COM 0.0%
Value ($000) $44 Shares 705 Est. Cost $34.39 Unrealized +27.2%
EATON VANCE TAX MNGD GBL DV EQ COM 0.0%
Value ($000) $44 Shares 5,050 Est. Cost $8.87 Unrealized
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $44 Shares 700 Est. Cost $18.46 Unrealized +88.3%
HEDJ WISDOMTREE EUROPE HEDGED EQUITY FUND 0.0%
Value ($000) $43 Shares 799 Est. Cost $53.95 Unrealized
GOLDCORP INC NEW COM 0.0%
Value ($000) $41 Shares 2,500 Est. Cost $11.60 Unrealized
SUNTRUST BKS INC COM 0.0%
Value ($000) $40 Shares 909 Est. Cost $42.90 Unrealized
VFC V F CORP COM 0.0%
Value ($000) $40 Shares 710 Est. Cost $59.06 Unrealized -2.2%
NUVEEN TENNESSEE MUNI BOND CL I 0.0%
Value ($000) $40 Shares 3,306 Est. Cost $12.40 Unrealized
ROYAL DUTCH SHELL PLC SPONS ADR A 0.0%
Value ($000) $40 Shares 789 Est. Cost $50.47 Unrealized
BLACKROCK CAPITAL INVESTMENT C COM 0.0%
Value ($000) $40 Shares 4,850 Est. Cost $9.48 Unrealized
XNTK SPDR MORGAN STANLEY TECHNOLOGY ETF 0.0%
Value ($000) $40 Shares 669 Est. Cost $52.69 Unrealized
NFLX NETFLIX INC COM 0.0%
Value ($000) $39 Shares 400 Est. Cost $10.06 Unrealized -5.1%
KMB KIMBERLY CLARK CORP COM 0.0%
Value ($000) $38 Shares 300 Est. Cost $65.92 Unrealized +41.8%
CVX CHEVRON CORP NEW COM 0.0%
Value ($000) $38 Shares 366 Est. Cost $58.86 Unrealized +16.3%
BLACKSTONE GROUP L P COM UNIT LTD 0.0%
Value ($000) $38 Shares 1,475 Est. Cost $29.36 Unrealized
CLX CLOROX CO DEL COM 0.0%
Value ($000) $38 Shares 300 Est. Cost $93.27 Unrealized +7.5%
PEG PUBLIC SVC ENTERPRISE GROUP COM 0.0%
Value ($000) $38 Shares 900 Est. Cost $29.82 Unrealized +6.8%
DUK DUKE ENERGY CORP NEW COM NEW 0.0%
Value ($000) $37 Shares 466 Est. Cost $44.33 Unrealized +27.2%
UNITED TECHNOLOGIES CORP COM 0.0%
Value ($000) $37 Shares 360 Est. Cost $100.63 Unrealized
ETNHX EVENTIDE HEALTHCARE AND LIFE SCIENCES N 0.0%
Value ($000) $36 Shares 1,638 Est. Cost $23.81 Unrealized
BLACKROCK DEBT STRAT FD INC COM 0.0%
Value ($000) $35 Shares 9,500 Est. Cost $3.37 Unrealized
GSLC GOLDMAN SACHS ACTIVEBETA U.S. LARGE CAP EQUITY ETF 0.0%
Value ($000) $34 Shares 779 Est. Cost $43.65 Unrealized
STWD STARWOOD PPTY TR INC COM 0.0%
Value ($000) $34 Shares 1,500 Est. Cost $20.40 Unrealized
MSFT MICROSOFT CORP COM 0.0%
Value ($000) $34 Shares 584 Est. Cost $33.03 Unrealized +52.3%
GUGGENHEIM BULLETSHARES 2018 CORPORATE BOND ETF 0.0%
Value ($000) $33 Shares 1,540 Est. Cost $21.08 Unrealized
WM WASTE MGMT INC DEL COM 0.0%
Value ($000) $32 Shares 500 Est. Cost $35.69 Unrealized +54.5%
BMY BRISTOL MYERS SQUIBB CO COM 0.0%
Value ($000) $32 Shares 600 Est. Cost $34.58 Unrealized +33.4%
MAT MATTEL INC COM 0.0%
Value ($000) $30 Shares 1,000 Est. Cost $24.60 Unrealized +32.9%
WMT WAL-MART STORES INC COM 0.0%
Value ($000) $29 Shares 400 Est. Cost $20.41 Unrealized +0.9%
TC PIPELINES LP UT COM LTD PRT 0.0%
Value ($000) $29 Shares 500 Est. Cost $49.51 Unrealized
UBS E-TRACS ALERIAN MLP INFRASTRUCTURE ETN 0.0%
Value ($000) $29 Shares 1,029 Est. Cost $23.63 Unrealized
ORCL ORACLE CORP COM 0.0%
Value ($000) $29 Shares 729 Est. Cost $31.57 Unrealized +12.2%
VTSAX VANGUARD TOTAL STOCK MARKET INDEX ADMIRAL 0.0%
Value ($000) $29 Shares 541 Est. Cost $49.91 Unrealized
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $29 Shares 629 Est. Cost $46.10 Unrealized
EATON VANCE SR INCOME TR SH BEN INT 0.0%
Value ($000) $29 Shares 4,500 Est. Cost $5.78 Unrealized
CFIMX CLIPPER 0.0%
Value ($000) $29 Shares 271 Est. Cost $103.32 Unrealized
IVV ISHARES CORE S&P 500 ETF 0.0%
Value ($000) $28 Shares 128 Est. Cost $218.75 Unrealized
EATON VANCE FLTING RATE INC TR COM 0.0%
Value ($000) $28 Shares 2,000 Est. Cost $13.00 Unrealized
SPY SPDR S&P 500 ETF 0.0%
Value ($000) $27 Shares 126 Est. Cost $95.03 Unrealized
SJM SMUCKER J M CO COM NEW 0.0%
Value ($000) $27 Shares 200 Est. Cost $93.46 Unrealized +17.6%
APOLLO INVT CORP COM 0.0%
Value ($000) $26 Shares 4,500 Est. Cost $5.15 Unrealized
C CITIGROUP INC COM NEW 0.0%
Value ($000) $26 Shares 558 Est. Cost $35.65 Unrealized -4.2%
BHP BHP BILLITON LTD SPONSORED ADR 0.0%
Value ($000) $26 Shares 750 Est. Cost $25.44 Unrealized
PEP PEPSICO INC COM 0.0%
Value ($000) $26 Shares 243 Est. Cost $65.03 Unrealized +24.7%
PBA PEMBINA PIPELINE CORP COM 0.0%
Value ($000) $26 Shares 850 Est. Cost $14.67 Unrealized +25.2%
JPM JPMORGAN CHASE & CO COM 0.0%
Value ($000) $26 Shares 387 Est. Cost $38.26 Unrealized +32.9%
DAL DELTA AIR LINES INC DEL COM NEW 0.0%
Value ($000) $26 Shares 659 Est. Cost $43.67 Unrealized -22.7%
WTV WISDOMTREE LARGECAP VALUE FUND 0.0%
Value ($000) $26 Shares 410 Est. Cost $62.76 Unrealized
GNTX GENTEX CORP COM 0.0%
Value ($000) $26 Shares 1,505 Est. Cost $16.73 Unrealized +3.3%
IONS IONIS PHARMACEUTICALS INC COM 0.0%
Value ($000) $26 Shares 700 Est. Cost $50.15 Unrealized -37.6%
POWERSHARES QQQ TRUST, SERIES 1 0.0%
Value ($000) $25 Shares 214 Est. Cost $116.82 Unrealized
DLN WISDOMTREE LARGECAP DIVIDEND FUND 0.0%
Value ($000) $25 Shares 326 Est. Cost $67.22 Unrealized
OAKLX OAKMARK SELECT 0.0%
Value ($000) $25 Shares 608 Est. Cost $39.47 Unrealized
DRI DARDEN RESTAURANTS INC COM 0.0%
Value ($000) $25 Shares 400 Est. Cost $47.66 Unrealized 0.0%
DODIX DODGE & COX INCOME FD COM 0.0%
Value ($000) $25 Shares 1,801 Est. Cost $13.33 Unrealized
NVR NVR INC COM 0.0%
Value ($000) $25 Shares 15 Est. Cost $993.91 Unrealized +71.4%
TROW PRICE T ROWE GROUP INC COM 0.0%
Value ($000) $25 Shares 374 Est. Cost $48.50 Unrealized +1.9%
ARCC ARES CAP CORP COM 0.0%
Value ($000) $25 Shares 1,600 Est. Cost $5.74 Unrealized +9.7%
AMZN AMAZON COM INC COM 0.0%
Value ($000) $24 Shares 29 Est. Cost $33.03 Unrealized +15.9%
IJR ISHARES S&P SMALL-CAP FUND 0.0%
Value ($000) $24 Shares 191 Est. Cost $125.65 Unrealized
VECTOR GROUP LTD COM 0.0%
Value ($000) $24 Shares 1,102 Est. Cost $24.08 Unrealized
MGA MAGNA INTL INC COM 0.0%
Value ($000) $24 Shares 559 Est. Cost $30.87 Unrealized -3.6%
POWERSHARES EUROPE CURRENCY HEDGED LOW VOLATILITY PORTFOLIO 0.0%
Value ($000) $24 Shares 988 Est. Cost $24.63 Unrealized
INTC INTEL CORP COM 0.0%
Value ($000) $23 Shares 600 Est. Cost $19.05 Unrealized +50.3%
NAVIOS MARITIME PARTNERS L P UNIT LPI 0.0%
Value ($000) $23 Shares 16,650 Est. Cost $5.54 Unrealized
FIFTH STREET FINANCE CORP COM 0.0%
Value ($000) $23 Shares 4,000 Est. Cost $9.65 Unrealized
INOVIO PHARMACEUTICALS INC COM NEW 0.0%
Value ($000) $23 Shares 2,500 Est. Cost $7.80 Unrealized
STT STATE STR CORP COM 0.0%
Value ($000) $23 Shares 325 Est. Cost $45.56 Unrealized +9.1%
AON PLC SHS CL A 0.0%
Value ($000) $23 Shares 202 Est. Cost $94.06 Unrealized
BA BOEING CO COM 0.0%
Value ($000) $23 Shares 173 Est. Cost $128.88 Unrealized -6.3%
CTRA CABOT OIL & GAS CORP COM 0.0%
Value ($000) $23 Shares 901 Est. Cost $14.58 Unrealized +25.0%
COF CAPITAL ONE FINL CORP COM 0.0%
Value ($000) $23 Shares 318 Est. Cost $59.79 Unrealized -2.6%
CCL CARNIVAL CORP PAIRED CTF 0.0%
Value ($000) $23 Shares 469 Est. Cost $42.38 Unrealized -3.1%
ATO ATMOS ENERGY CORP COM 0.0%
Value ($000) $22 Shares 300 Est. Cost $61.59 Unrealized 0.0%
CB CHUBB LIMITED COM 0.0%
Value ($000) $22 Shares 177 Est. Cost $96.06 Unrealized +11.6%
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $22 Shares 497 Est. Cost $23.50 Unrealized +49.8%
INTERPUBLIC GROUP COS INC COM 0.0%
Value ($000) $22 Shares 974 Est. Cost $15.00 Unrealized +6.9%
NFLT NEWFLEET MULTI-SECTOR UNCONSTRAINED BOND ETF 0.0%
Value ($000) $22 Shares 866 Est. Cost $25.58 Unrealized
TXN TEXAS INSTRS INC COM 0.0%
Value ($000) $21 Shares 300 Est. Cost $42.28 Unrealized +24.6%
NSC NORFOLK SOUTHERN CORP COM 0.0%
Value ($000) $21 Shares 218 Est. Cost $69.29 Unrealized +8.5%
ADM ARCHER DANIELS MIDLAND CO COM 0.0%
Value ($000) $21 Shares 500 Est. Cost $26.76 Unrealized +22.4%
CHRW C H ROBINSON WORLDWIDE INC COM NEW 0.0%
Value ($000) $21 Shares 300 Est. Cost $56.18 Unrealized 0.0%
CA INC COM 0.0%
Value ($000) $20 Shares 600 Est. Cost $33.33 Unrealized
AMP AMERIPRISE FINL INC COM 0.0%
Value ($000) $20 Shares 200 Est. Cost $79.19 Unrealized +1.1%
GOOG ALPHABET INC CAP STK CL C 0.0%
Value ($000) $20 Shares 26 Est. Cost $35.61 Unrealized +5.8%
MPC MARATHON PETE CORP COM 0.0%
Value ($000) $20 Shares 500 Est. Cost $30.33 Unrealized 0.0%
ENERGY TRANSFER PRTNRS L P UNIT LTD PARTN 0.0%
Value ($000) $20 Shares 534 Est. Cost $33.83 Unrealized
PNC PNC FINL SVCS GROUP INC COM 0.0%
Value ($000) $20 Shares 226 Est. Cost $64.28 Unrealized -1.6%
FULIX FEDERATED ULTRA SHORT BOND INSTL 0.0%
Value ($000) $20 Shares 2,178 Est. Cost $9.18 Unrealized
LNC LINCOLN NATL CORP IND COM 0.0%
Value ($000) $20 Shares 429 Est. Cost $31.36 Unrealized -0.8%
PH PARKER HANNIFIN CORP COM 0.0%
Value ($000) $20 Shares 161 Est. Cost $85.99 Unrealized +19.8%
VWIGX VANGUARD INT'L GROWTH PORTFOLIO 0.0%
Value ($000) $20 Shares 864 Est. Cost $20.83 Unrealized
VLO VALERO ENERGY CORP NEW COM 0.0%
Value ($000) $19 Shares 350 Est. Cost $42.00 Unrealized -12.5%
OSTFX OSTERWEIS 0.0%
Value ($000) $19 Shares 706 Est. Cost $25.50 Unrealized
PM PHILIP MORRIS INTL INC COM 0.0%
Value ($000) $19 Shares 200 Est. Cost $48.12 Unrealized +29.4%
REYNOLDS AMERICAN INC COM 0.0%
Value ($000) $19 Shares 400 Est. Cost $55.00 Unrealized
MMM 3M CO COM 0.0%
Value ($000) $18 Shares 100 Est. Cost $92.11 Unrealized +18.5%
ADP AUTOMATIC DATA PROCESSING INC COM 0.0%
Value ($000) $18 Shares 200 Est. Cost $74.09 Unrealized 0.0%
EFG ISHARES MSCI EAFE GROWTH ETF 0.0%
Value ($000) $18 Shares 258 Est. Cost $67.01 Unrealized
PATTERSON COMPANIES INC COM 0.0%
Value ($000) $18 Shares 400 Est. Cost $45.00 Unrealized
MCK MCKESSON CORP COM 0.0%
Value ($000) $17 Shares 100 Est. Cost $162.65 Unrealized +6.4%
F FORD MTR CO DEL COM PAR $0.01 0.0%
Value ($000) $17 Shares 1,385 Est. Cost $8.24 Unrealized -6.7%
HMC HONDA MOTOR LTD AMERN SHS 0.0%
Value ($000) $17 Shares 594 Est. Cost $31.99 Unrealized
IBM INTERNATIONAL BUSINESS MACHS COM 0.0%
Value ($000) $17 Shares 106 Est. Cost $112.61 Unrealized -9.6%
KMI KINDER MORGAN INC DEL COM 0.0%
Value ($000) $17 Shares 750 Est. Cost $15.20 Unrealized -14.1%
VALEANT PHARMACEUTICALS INTL I COM 0.0%
Value ($000) $17 Shares 700 Est. Cost $101.43 Unrealized
POWERSHARES S&P 500 EX-RATE SENSITIVE LOW VOLATILITY PORTFOLIO 0.0%
Value ($000) $17 Shares 620 Est. Cost $25.76 Unrealized
BWA BORGWARNER INC COM 0.0%
Value ($000) $17 Shares 497 Est. Cost $28.99 Unrealized -12.0%
ROYAL DUTCH SHELL PLC SPON ADR B 0.0%
Value ($000) $16 Shares 306 Est. Cost $62.48 Unrealized
INTERCEPT PHARMACEUTICALS INC COM 0.0%
Value ($000) $16 Shares 100 Est. Cost $150.00 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 0.0%
Value ($000) $16 Shares 523 Est. Cost $30.59 Unrealized
WESTERN REFNG INC COM 0.0%
Value ($000) $16 Shares 591 Est. Cost $20.06 Unrealized
MARATHON OIL CORP COM 0.0%
Value ($000) $16 Shares 1,000 Est. Cost $12.50 Unrealized
DOW CHEM CO COM 0.0%
Value ($000) $16 Shares 300 Est. Cost $35.81 Unrealized
MEDIVATION INC COM TENDERED FROM 58501N101 0.0%
Value ($000) $16 Shares 200 Est. Cost $80.00 Unrealized
WDC WESTERN DIGITAL CORP COM 0.0%
Value ($000) $15 Shares 250 Est. Cost $36.93 Unrealized -10.3%
FICMX FEDERATED INCOME INST SHARE 0.0%
Value ($000) $15 Shares 1,405 Est. Cost $10.68 Unrealized
TSLA TESLA MTRS INC COM 0.0%
Value ($000) $15 Shares 75 Est. Cost $14.65 Unrealized -1.4%
FERRELLGAS PARTNERS L.P. UNIT LTD PART 0.0%
Value ($000) $15 Shares 1,250 Est. Cost $21.63 Unrealized
FLO FLOWERS FOODS INC COM 0.0%
Value ($000) $15 Shares 1,012 Est. Cost $16.40 Unrealized -30.2%
FXU FIRST TRUST UTILITIES ALPHADEX FUND 0.0%
Value ($000) $14 Shares 558 Est. Cost $26.88 Unrealized
FDX FEDEX CORP COM 0.0%
Value ($000) $14 Shares 83 Est. Cost $140.93 Unrealized 0.0%
AXP AMERICAN EXPRESS CO COM 0.0%
Value ($000) $14 Shares 219 Est. Cost $50.49 Unrealized +11.6%
PBYI PUMA BIOTECHNOLOGY INC COM 0.0%
Value ($000) $13 Shares 200 Est. Cost $50.56 Unrealized 0.0%
FGUSX FEDERATED GOVERNMENT ULTRA SHORT DURATION FUND INS 0.0%
Value ($000) $13 Shares 1,274 Est. Cost $10.20 Unrealized
DEO DIAGEO P L C SPON ADR NEW 0.0%
Value ($000) $12 Shares 100 Est. Cost $109.65 Unrealized
JUNO THERAPEUTICS INC COM 0.0%
Value ($000) $12 Shares 400 Est. Cost $45.00 Unrealized
FCX FREEPORT-MCMORAN INC CL B 0.0%
Value ($000) $12 Shares 1,115 Est. Cost $8.63 Unrealized +20.8%
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $12 Shares 222 Est. Cost $51.26 Unrealized
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $12 Shares 139 Est. Cost $47.05 Unrealized +23.3%
FIREEYE INC COM 0.0%
Value ($000) $12 Shares 800 Est. Cost $21.11 Unrealized
NATIONAL GRID PLC SPON ADR NEW 0.0%
Value ($000) $12 Shares 166 Est. Cost $56.81 Unrealized
ITW ILLINOIS TOOL WKS INC COM 0.0%
Value ($000) $12 Shares 100 Est. Cost $54.09 Unrealized +71.7%
BLACKROCK ENH CAP & INC FD INC COM 0.0%
Value ($000) $12 Shares 900 Est. Cost $14.17 Unrealized
SO SOUTHERN CO COM 0.0%
Value ($000) $11 Shares 212 Est. Cost $26.85 Unrealized +32.6%
VANECK VECTORS HIGH-YIELD MUNICIPAL INDEX ETF 0.0%
Value ($000) $11 Shares 349 Est. Cost $31.95 Unrealized
IHF ISHARES U.S. HEALTHCARE PROVIDERS ETF 0.0%
Value ($000) $11 Shares 92 Est. Cost $119.79 Unrealized
CVR REFNG LP COMUNIT REP LT 0.0%
Value ($000) $11 Shares 1,200 Est. Cost $19.74 Unrealized
GLADSTONE CAPITAL CORP COM 0.0%
Value ($000) $11 Shares 1,400 Est. Cost $7.23 Unrealized
MEDLEY CAP CORP COM 0.0%
Value ($000) $11 Shares 1,500 Est. Cost $7.29 Unrealized
POWERSHARES KBW REGIONAL BANKING PORTFOLIO 0.0%
Value ($000) $10 Shares 240 Est. Cost $39.53 Unrealized
HOLLY ENERGY PARTNERS L P COM UT LTD PTN 0.0%
Value ($000) $10 Shares 300 Est. Cost $31.15 Unrealized
FMFAX FIDELITY ADVISOR MATERIALS FUND CLASS A 0.0%
Value ($000) $10 Shares 140 Est. Cost $71.43 Unrealized
SVAIX FEDERATED STRATEGIC VALUE CLASS I 0.0%
Value ($000) $10 Shares 1,550 Est. Cost $5.81 Unrealized
PIMCO INCOME STRATEGY FUND II COM 0.0%
Value ($000) $10 Shares 1,000 Est. Cost $8.82 Unrealized
ENSCO PLC SHS CLASS A 0.0%
Value ($000) $10 Shares 1,145 Est. Cost $14.69 Unrealized
PPL PPL CORP COM 0.0%
Value ($000) $10 Shares 275 Est. Cost $16.37 Unrealized +44.4%
IDV ISHARES INTERNATIONAL SELECT DIVIDEND ETF 0.0%
Value ($000) $9 Shares 301 Est. Cost $28.57 Unrealized
IBB ISHARES NASDAQ BIOTECHNOLOGY INDEX FUND 0.0%
Value ($000) $9 Shares 32 Est. Cost $281.25 Unrealized
VTRIX VANGUARD INTERNATL VALUE PORTFOLIO 0.0%
Value ($000) $9 Shares 273 Est. Cost $29.30 Unrealized
MITTX MASSACHUSETTS INVS TRUST CLASS A 0.0%
Value ($000) $9 Shares 308 Est. Cost $25.97 Unrealized
EWA ISHARES MSCI AUSTRALIA ETF 0.0%
Value ($000) $9 Shares 451 Est. Cost $19.11 Unrealized
DIAMOND OFFSHORE DRILLING INC COM 0.0%
Value ($000) $9 Shares 500 Est. Cost $25.29 Unrealized
IHDG WISDOMTREE INTERNATIONAL HEDGED QUALITY DIVIDEND GROWTH FUND 0.0%
Value ($000) $9 Shares 353 Est. Cost $25.50 Unrealized
HMS INCOME FD INC COM 0.0%
Value ($000) $9 Shares 1,200 Est. Cost $7.50 Unrealized
CORENERGY INFRASTRUCTURE TR IN COM NEW 0.0%
Value ($000) $8 Shares 260 Est. Cost $15.38 Unrealized
FXI ISHARES CHINA LARGE-CAP ETF 0.0%
Value ($000) $8 Shares 200 Est. Cost $35.00 Unrealized
POWERSHARES AEROSPACE & DEFENSE PORTFOLIO 0.0%
Value ($000) $8 Shares 209 Est. Cost $34.97 Unrealized
CAH CARDINAL HEALTH INC COM 0.0%
Value ($000) $8 Shares 100 Est. Cost $63.62 Unrealized -3.4%
POWERSHARES SENIOR LOAN PORTFOLIO 0.0%
Value ($000) $8 Shares 363 Est. Cost $23.72 Unrealized
CAPITAL PRODUCT PARTNERS L P COM UNIT LP 0.0%
Value ($000) $8 Shares 2,400 Est. Cost $7.64 Unrealized
SCHH SCHWAB U.S. REIT ETF 0.0%
Value ($000) $8 Shares 194 Est. Cost $41.24 Unrealized
DGX QUEST DIAGNOSTICS INC COM 0.0%
Value ($000) $8 Shares 100 Est. Cost $60.99 Unrealized +14.5%
AMGN AMGEN INC COM 0.0%
Value ($000) $8 Shares 50 Est. Cost $116.50 Unrealized +9.6%
CLOVIS ONCOLOGY INC COM 0.0%
Value ($000) $7 Shares 200 Est. Cost $35.00 Unrealized
KCE SPDR S&P CAPITAL MARKETS ETF 0.0%
Value ($000) $7 Shares 169 Est. Cost $39.11 Unrealized
ACTG ACACIA RESH CORP ACACIA TCH COM 0.0%
Value ($000) $7 Shares 1,136 Est. Cost $6.57 Unrealized -12.3%
RSG REPUBLIC SVCS INC COM 0.0%
Value ($000) $7 Shares 139 Est. Cost $37.72 Unrealized +16.3%
VOD VODAFONE GROUP PLC NEW SPNSR ADR 0.0%
Value ($000) $7 Shares 227 Est. Cost $30.89 Unrealized
UNILEVER PLC SPON ADR NEW 0.0%
Value ($000) $7 Shares 150 Est. Cost $40.00 Unrealized
CORRECTIONS CORP AMER NEW COM NEW 0.0%
Value ($000) $7 Shares 500 Est. Cost $29.68 Unrealized
NUSTAR ENERGY LP UNIT COM 0.0%
Value ($000) $7 Shares 150 Est. Cost $41.02 Unrealized
EATON VANCE ENH EQTY INC FD II COM 0.0%
Value ($000) $7 Shares 500 Est. Cost $13.62 Unrealized
MOS MOSAIC CO NEW COM 0.0%
Value ($000) $7 Shares 300 Est. Cost $21.61 Unrealized +6.5%
POWERSHARES FINANCIAL PREFERRED PORTFOLIO 0.0%
Value ($000) $7 Shares 358 Est. Cost $20.04 Unrealized
NVCR NOVOCURE LTD ORD SHS 0.0%
Value ($000) $7 Shares 800 Est. Cost $9.12 Unrealized 0.0%
POWERSHARES DYNAMIC LEISURE & ENTERTAINMENT PORTFOLIO 0.0%
Value ($000) $7 Shares 200 Est. Cost $35.00 Unrealized
MRSH MARSH & MCLENNAN COS INC COM 0.0%
Value ($000) $7 Shares 106 Est. Cost $47.39 Unrealized +20.9%
GLOBAL X MSCI NORWAY ETF 0.0%
Value ($000) $6 Shares 531 Est. Cost $10.83 Unrealized
SWK STANLEY BLACK & DECKER INC COM 0.0%
Value ($000) $6 Shares 52 Est. Cost $75.11 Unrealized +25.6%
EMB ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETF 0.0%
Value ($000) $6 Shares 48 Est. Cost $109.09 Unrealized
GPC GENUINE PARTS CO COM 0.0%
Value ($000) $6 Shares 64 Est. Cost $66.07 Unrealized +16.9%
GD GENERAL DYNAMICS CORP COM 0.0%
Value ($000) $6 Shares 41 Est. Cost $109.74 Unrealized +10.8%
TEVA TEVA PHARMACEUTICAL INDS LTD ADR 0.0%
Value ($000) $6 Shares 135 Est. Cost $40.00 Unrealized
WALGREENS BOOTS ALLIANCE INC COM 0.0%
Value ($000) $6 Shares 70 Est. Cost $85.00 Unrealized
MOBILEYE N V AMSTELVEEN ORD SHS 0.0%
Value ($000) $6 Shares 150 Est. Cost $40.00 Unrealized
MDT MEDTRONIC PLC SHS 0.0%
Value ($000) $6 Shares 75 Est. Cost $58.57 Unrealized +17.4%
XTN SPDR S&P TRANSPORTATION ETF 0.0%
Value ($000) $6 Shares 130 Est. Cost $44.12 Unrealized
VEU VANGUARD FTSE ALL-WORLD EX US INDEX FUND 0.0%
Value ($000) $6 Shares 125 Est. Cost $41.67 Unrealized
STM STMICROELECTRONICS N V NY REGISTRY 0.0%
Value ($000) $6 Shares 750 Est. Cost $6.67 Unrealized
EATON VANCE TXMGD GL BUYWR OPP COM 0.0%
Value ($000) $6 Shares 550 Est. Cost $11.23 Unrealized
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $6 Shares 166 Est. Cost $35.29 Unrealized
ABBV ABBVIE INC COM 0.0%
Value ($000) $6 Shares 100 Est. Cost $30.96 Unrealized +41.9%
AMERICAN SOFTWARE INC CL A 0.0%
Value ($000) $6 Shares 500 Est. Cost $8.00 Unrealized
BR BROADRIDGE FINL SOLUTIONS INC COM 0.0%
Value ($000) $6 Shares 89 Est. Cost $46.01 Unrealized +26.4%
BP PRUDHOE BAY RTY TR UNIT BEN INT 0.0%
Value ($000) $6 Shares 300 Est. Cost $47.55 Unrealized
PTCT PTC THERAPEUTICS INC COM 0.0%
Value ($000) $5 Shares 350 Est. Cost $29.43 Unrealized -72.4%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.0%
Value ($000) $5 Shares 35 Est. Cost $114.22 Unrealized +28.0%
FXG FIRST TRUST CONSUMER STAPLES ALPHADEX FUND 0.0%
Value ($000) $5 Shares 100 Est. Cost $45.16 Unrealized
RIG TRANSOCEAN LTD REG SHS 0.0%
Value ($000) $5 Shares 500 Est. Cost $14.42 Unrealized -26.7%
PAYX PAYCHEX INC COM 0.0%
Value ($000) $5 Shares 86 Est. Cost $37.56 Unrealized +20.7%
SYY SYSCO CORP COM 0.0%
Value ($000) $5 Shares 100 Est. Cost $24.06 Unrealized +67.3%
GUGGENHEIM MULTI-ASSET INCOME ETF 0.0%
Value ($000) $5 Shares 250 Est. Cost $18.24 Unrealized
FS INVT CORP COM 0.0%
Value ($000) $5 Shares 500 Est. Cost $8.00 Unrealized
EATON VANCE RISK MNGD DIV EQTY COM 0.0%
Value ($000) $5 Shares 500 Est. Cost $10.28 Unrealized
TGT TARGET CORP COM 0.0%
Value ($000) $4 Shares 64 Est. Cost $55.55 Unrealized -2.2%
NATIONAL INSTRS CORP COM 0.0%
Value ($000) $4 Shares 157 Est. Cost $31.36 Unrealized
MFS INTER INCOME TR SH BEN INT 0.0%
Value ($000) $4 Shares 957 Est. Cost $3.41 Unrealized
SUMMIT HEALTHCARE REIT INC 0.0%
Value ($000) $4 Shares 1,574 Est. Cost $2.54 Unrealized
ONEOK PARTNERS LP UNIT LTD PARTN 0.0%
Value ($000) $4 Shares 100 Est. Cost $29.92 Unrealized
XRT SPDR S&P RETAIL ETF 0.0%
Value ($000) $4 Shares 95 Est. Cost $42.11 Unrealized
BLACKROCK GLOBAL OPP EQTY TR COM 0.0%
Value ($000) $4 Shares 300 Est. Cost $12.73 Unrealized
NOBL PROSHARES S&P 500 ARISTOCRATS ETF 0.0%
Value ($000) $4 Shares 76 Est. Cost $50.42 Unrealized
AMBA AMBARELLA INC SHS 0.0%
Value ($000) $4 Shares 50 Est. Cost $56.36 Unrealized +11.1%
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF 0.0%
Value ($000) $4 Shares 23 Est. Cost $171.43 Unrealized
ABT ABBOTT LABS COM 0.0%
Value ($000) $4 Shares 100 Est. Cost $28.85 Unrealized +25.3%
CION INVT CORP COM 0.0%
Value ($000) $4 Shares 478 Est. Cost $8.37 Unrealized
AIG AMERICAN INTL GROUP INC COM NEW 0.0%
Value ($000) $3 Shares 49 Est. Cost $43.30 Unrealized +4.1%
GUGGENHEIM S&P 500 PURE GROWTH ETF 0.0%
Value ($000) $3 Shares 37 Est. Cost $81.08 Unrealized
MONSANTO CO NEW COM 0.0%
Value ($000) $3 Shares 25 Est. Cost $100.00 Unrealized
EINFX ELFUN INCOME FD COM 0.0%
Value ($000) $3 Shares 222 Est. Cost $13.51 Unrealized
XLU UTILITIES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $3 Shares 57 Est. Cost $51.14 Unrealized
CCI CROWN CASTLE INTL CORP NEW COM 0.0%
Value ($000) $3 Shares 30 Est. Cost $60.68 Unrealized +7.0%
HDV ISHARES CORE HIGH DIVIDEND ETF 0.0%
Value ($000) $3 Shares 35 Est. Cost $78.43 Unrealized
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $3 Shares 38 Est. Cost $86.21 Unrealized
WELL WELLTOWER INC COM 0.0%
Value ($000) $3 Shares 37 Est. Cost $49.51 Unrealized +9.1%
TELSTRA CORP LTD SPON ADR FINAL 0.0%
Value ($000) $3 Shares 140 Est. Cost $19.18 Unrealized
HANCOCK JOHN INVS TR COM 0.0%
Value ($000) $3 Shares 200 Est. Cost $15.43 Unrealized
NOVAVAX INC COM 0.0%
Value ($000) $2 Shares 800 Est. Cost $8.75 Unrealized
TBGVX TWEEDY BROWNE GLOBAL VALUE FUND 0.0%
Value ($000) $2 Shares 94 Est. Cost $21.28 Unrealized
NUVEEN GLOBAL HIGH INCOME FD SHS 0.0%
Value ($000) $2 Shares 147 Est. Cost $13.79 Unrealized
ELDFX ELFUN DIVERSIFIED FUND 0.0%
Value ($000) $2 Shares 116 Est. Cost $17.24 Unrealized
ELFTX ELFUN TAX EXEMPT INCOME FUND 0.0%
Value ($000) $2 Shares 173 Est. Cost $11.56 Unrealized
CCEP COCA COLA EUROPEAN PARTNERS P SHS 0.0%
Value ($000) $2 Shares 50 Est. Cost $28.83 Unrealized +1.6%
BROCADE COMMUNICATIONS SYS INC COM NEW 0.0%
Value ($000) $2 Shares 200 Est. Cost $10.00 Unrealized
BLACKROCK CORPOR HI YLD FD INC COM 0.0%
Value ($000) $2 Shares 175 Est. Cost $9.78 Unrealized
SOUHY SOUTH32 LTD SPONSORED ADR 0.0%
Value ($000) $1 Shares 120 Est. Cost $3.57 Unrealized
QCOM QUALCOMM INC COM 0.0%
Value ($000) $1 Shares 8 Est. Cost $45.82 Unrealized +2.4%
GENERAL COMMUNICATION INC CL A 0.0%
Value ($000) $1 Shares 39 Est. Cost $25.64 Unrealized
TALEN ENERGY CORP COM 0.0%
Value ($000) $1 Shares 70 Est. Cost $5.97 Unrealized
FITBIT INC CL A 0.0%
Value ($000) $1 Shares 65 Est. Cost $30.77 Unrealized
GPRO GOPRO INC CL A 0.0%
Value ($000) $1 Shares 65 Est. Cost $19.13 Unrealized -28.2%
TMST INC COM 0.0%
Value ($000) $0 Shares 23 Est. Cost Unrealized
THERMAL ENERGY STORAGE INC COM 0.0%
Value ($000) $0 Shares 100 Est. Cost Unrealized
GASLOG LTD SHS 0.0%
Value ($000) $0 Shares 7 Est. Cost Unrealized
LUNDELL TECHNOLOGY INC COM 0.0%
Value ($000) $0 Shares 16 Est. Cost Unrealized
WCI CMNTYS INC COM PAR $0.01 0.0%
Value ($000) $0 Shares 14 Est. Cost Unrealized
NEXUS GROUP INTL INC COM 0.0%
Value ($000) $0 Shares 100 Est. Cost Unrealized
WESTERN ASSET HIGH INCM OPP FD COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $4.68 Unrealized
GULTU GULF COAST ULTRA DEEP RTY TR ROYALTY TR UNT 0.0%
Value ($000) $0 Shares 805 Est. Cost $2.48 Unrealized
NRG NRG ENERGY INC COM NEW 0.0%
Value ($000) $0 Shares 2 Est. Cost $10.14 Unrealized +5.5%
WESTROCK CO COM 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
DIVINE INC CL A NEW 0.0%
Value ($000) $0 Shares 391 Est. Cost Unrealized
IMN EQUITIES INC 0.0%
Value ($000) $0 Shares 12 Est. Cost Unrealized
POMCO ENERGY CORP COM 0.0%
Value ($000) $0 Shares 500 Est. Cost Unrealized
EPICEDGE INC COM 0.0%
Value ($000) $0 Shares 27 Est. Cost Unrealized
HUGHES CAPITAL CORP COM 0.0%
Value ($000) $0 Shares 200 Est. Cost Unrealized
MIDWEST LODGING PPTYS INC COM 0.0%
Value ($000) $0 Shares 800 Est. Cost Unrealized
FIRST EQUITIES CORP COM 0.0%
Value ($000) $0 Shares 13 Est. Cost Unrealized
LOMLF LION ONE METALS LTD COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $0.27 Unrealized +171.2%
NOBLE METAL RECOVERY LTD COM NEW 0.0%
Value ($000) $0 Shares 1,000 Est. Cost Unrealized
PEREGRINE PHARMACEUTICALS INC COM NEW 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
MIRANT CORP SHS 0.0%
Value ($000) $0 Shares 414 Est. Cost Unrealized
TRADER CLASSIFIED MEDIA N V NY REGSTR CL A 0.0%
Value ($000) $0 Shares 100 Est. Cost Unrealized
ALLIANZGI CONV & INCOME FD COM 0.0%
Value ($000) $0 Shares 6 Est. Cost Unrealized
CAFFE RIBS INC COM 0.0%
Value ($000) $0 Shares 1,000 Est. Cost Unrealized
ACTRON INC COM 0.0%
Value ($000) $0 Shares 800 Est. Cost Unrealized
COM TEL INC COM 0.0%
Value ($000) $0 Shares 1,000 Est. Cost Unrealized
APPONLINE COM INC COM 0.0%
Value ($000) $0 Shares 14 Est. Cost Unrealized
RASER TECHNOLOGIES INC COM 0.0%
Value ($000) $0 Shares 100 Est. Cost Unrealized
SBUM SILVER BUCKLE MINES INC COM 0.0%
Value ($000) $0 Shares 250 Est. Cost $0.04 Unrealized +17.0%
ATLAS CORPORATION COM 0.0%
Value ($000) $0 Shares 333 Est. Cost Unrealized