Advocacy Wealth Management Services, LLC Diversified Active

CIK: 0001569452 · Show all filings

Period: Q2 2017 (← Previous) (Next →)

Filing Date: Jul 18, 2017

Total Value ($000): $279,077 (100.0% shares, 0.0% debt)

Holdings (307)

ADVISORSHARES NEWFLEETMULTI-SECTOR INCOME ETF 13.4%
Value ($000) $37,519 Shares 769,612 Est. Cost $48.68 Unrealized
LMBS FIRST TRUST LOW DURATION MORTGAGE OPPORTUNITIES ETF 8.9%
Value ($000) $24,790 Shares 475,754 Est. Cost $52.06 Unrealized
HYLS FIRST TRUST TACTICAL HIGH YIELD ETF 7.9%
Value ($000) $22,033 Shares 448,193 Est. Cost $48.46 Unrealized
REM ISHARES MORTGAGE REAL ESTATE CAPPED ETF 6.2%
Value ($000) $17,298 Shares 372,970 Est. Cost $43.09 Unrealized
EATON VANCE TX MGD DIV EQ INCM COM 5.4%
Value ($000) $15,017 Shares 1,331,300 Est. Cost $10.78 Unrealized
USMV ISHARES EDGE MSCI MIN VOL USA ETF 4.6%
Value ($000) $12,946 Shares 264,576 Est. Cost $45.96 Unrealized
EFAV ISHARES EDGE MSCI MIN VOL EAFE ETF 4.4%
Value ($000) $12,291 Shares 177,519 Est. Cost $66.00 Unrealized
DVY ISHARES SELECT DIVIDEND ETF 4.3%
Value ($000) $12,052 Shares 130,702 Est. Cost $83.01 Unrealized
SPSB SPDR BLOOMBERG BARCLAYS SHORT TERM CORPORATE BOND ETF 4.2%
Value ($000) $11,605 Shares 378,741 Est. Cost $30.65 Unrealized
VOYA GLBL EQTY DIV & PREM OPP COM 4.1%
Value ($000) $11,552 Shares 1,528,081 Est. Cost $7.15 Unrealized
EATON VANCE LTD DUR INCOME FD COM 4.0%
Value ($000) $11,065 Shares 784,751 Est. Cost $13.14 Unrealized
ISHARES EDGE U.S. FIXED INCOME BALANCED RISK ETF 3.4%
Value ($000) $9,458 Shares 94,131 Est. Cost $100.43 Unrealized
EEMV ISHARES EDGE MSCI MIN VOL EMERGING MARKETS ETF 3.1%
Value ($000) $8,776 Shares 158,417 Est. Cost $52.56 Unrealized
POWERSHARES S&P SMALLCAP LOW VOLATILITY PORTFOLIO 3.0%
Value ($000) $8,438 Shares 193,428 Est. Cost $69.48 Unrealized
ALERIAN MLP ETF 3.0%
Value ($000) $8,264 Shares 690,945 Est. Cost $11.99 Unrealized
IYR ISHARES U.S. REAL ESTATE ETF 2.5%
Value ($000) $6,957 Shares 87,213 Est. Cost $79.21 Unrealized
SPIB SPDR BLOOMBERG BARCLAYS INTERMEDIATE TERM CORPORATE BOND ETF 2.3%
Value ($000) $6,288 Shares 182,741 Est. Cost $34.63 Unrealized
IGIB ISHARES INTERMEDIATE CREDIT BOND ETF 2.1%
Value ($000) $5,999 Shares 54,648 Est. Cost $108.96 Unrealized
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 2.1%
Value ($000) $5,889 Shares 53,776 Est. Cost $109.26 Unrealized
BLACKROCK CR ALLCTN INC TR COM 1.8%
Value ($000) $5,014 Shares 372,803 Est. Cost $12.95 Unrealized
USIG ISHARES U.S. CREDIT BOND ETF 1.7%
Value ($000) $4,858 Shares 43,498 Est. Cost $109.91 Unrealized
PUTNAM MASTER INTER INCOME TR SH BEN INT 1.7%
Value ($000) $4,822 Shares 1,030,331 Est. Cost $4.40 Unrealized
MUB ISHARES NATIONAL MUNI BOND ETF 1.2%
Value ($000) $3,362 Shares 30,530 Est. Cost $112.32 Unrealized
VT VANGUARD TOTAL WORLD STOCK INDEX FUND 0.6%
Value ($000) $1,654 Shares 24,499 Est. Cost $60.98 Unrealized
BSV VANGUARD SHORT-TERM BOND INDEX FUND 0.2%
Value ($000) $682 Shares 8,542 Est. Cost $79.84 Unrealized
BYLD ISHARES YIELD OPTIMIZED BOND ETF 0.2%
Value ($000) $681 Shares 27,124 Est. Cost $24.92 Unrealized
SPTN TOT MKT IDX ADV 0.2%
Value ($000) $534 Shares 7,635 Est. Cost $64.57 Unrealized
PFF ISHARES U.S. PREFERRED STOCK ETF 0.2%
Value ($000) $520 Shares 13,270 Est. Cost $38.50 Unrealized
CBZ CBIZ INC COM 0.2%
Value ($000) $450 Shares 30,000 Est. Cost $10.49 Unrealized +42.8%
SPY SPDR S&P 500 ETF 0.1%
Value ($000) $364 Shares 1,505 Est. Cost $229.17 Unrealized
VIRTUS REAL ESTATE CAPITAL LP CLASS B 0.1%
Value ($000) $316 Shares 8 Est. Cost $39500.00 Unrealized
ACWV ISHARES EDGE MSCI MIN VOL GLOBAL ETF 0.1%
Value ($000) $306 Shares 3,868 Est. Cost $77.45 Unrealized
SWPPX SCHWAB S&P 500 INDEX 0.1%
Value ($000) $292 Shares 7,765 Est. Cost $37.60 Unrealized
HD HOME DEPOT INC COM 0.1%
Value ($000) $255 Shares 1,660 Est. Cost $56.66 Unrealized +119.7%
SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF 0.1%
Value ($000) $217 Shares 2,056 Est. Cost $106.07 Unrealized
T AT&T INC COM 0.1%
Value ($000) $195 Shares 5,161 Est. Cost $11.76 Unrealized +35.4%
AAPL APPLE INC COM 0.1%
Value ($000) $193 Shares 1,337 Est. Cost $24.21 Unrealized +41.7%
IWS ISHARES RUSSELL MID-CAP VALUE ETF 0.1%
Value ($000) $157 Shares 1,862 Est. Cost $66.71 Unrealized
NUVEEN NASDAQ 100 DYNAMIC OVER COM SHS 0.0%
Value ($000) $113 Shares 5,209 Est. Cost $19.40 Unrealized
VCSH VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND 0.0%
Value ($000) $108 Shares 1,354 Est. Cost $79.76 Unrealized
JNJ JOHNSON & JOHNSON COM 0.0%
Value ($000) $106 Shares 801 Est. Cost $76.72 Unrealized +30.8%
MORT VANECK VECTORS MORTGAGE REIT INCOME ETF 0.0%
Value ($000) $105 Shares 4,250 Est. Cost $12.79 Unrealized
ILMN ILLUMINA INC COM 0.0%
Value ($000) $104 Shares 600 Est. Cost $157.56 Unrealized +9.8%
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.0%
Value ($000) $103 Shares 868 Est. Cost $118.66 Unrealized
DOL WISDOMTREE INTERNATIONAL LARGECAP DIVIDEND FUND 0.0%
Value ($000) $99 Shares 2,091 Est. Cost $47.35 Unrealized
TRANSMONTAIGNE PARTNERS L P COM UNIT L P 0.0%
Value ($000) $97 Shares 2,300 Est. Cost $36.34 Unrealized
GLW CORNING INC COM 0.0%
Value ($000) $96 Shares 3,201 Est. Cost $14.18 Unrealized +60.6%
DLS WISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND FUND 0.0%
Value ($000) $95 Shares 1,365 Est. Cost $58.33 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $95 Shares 677 Est. Cost $140.32 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 0.0%
Value ($000) $94 Shares 811 Est. Cost $115.91 Unrealized
AB ALLIANCEBERNSTEIN HOLDING LP UNIT LTD PARTN 0.0%
Value ($000) $89 Shares 3,750 Est. Cost $23.48 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 0.0%
Value ($000) $88 Shares 1,444 Est. Cost $59.37 Unrealized
AFL AFLAC INC COM 0.0%
Value ($000) $85 Shares 1,100 Est. Cost $22.89 Unrealized +34.2%
OEF ISHARES S&P 100 ETF 0.0%
Value ($000) $84 Shares 789 Est. Cost $105.20 Unrealized
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $80 Shares 1,829 Est. Cost $38.73 Unrealized -8.4%
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 0.0%
Value ($000) $78 Shares 895 Est. Cost $86.85 Unrealized
AMERIGAS PARTNERS L P UNIT L P INT 0.0%
Value ($000) $77 Shares 1,700 Est. Cost $41.42 Unrealized
GENERAL ELECTRIC CO COM 0.0%
Value ($000) $76 Shares 2,827 Est. Cost $27.27 Unrealized
ED CONSOLIDATED EDISON INC COM 0.0%
Value ($000) $75 Shares 925 Est. Cost $43.90 Unrealized +35.1%
PSEC PROSPECT CAPITAL CORPORATION COM 0.0%
Value ($000) $71 Shares 8,700 Est. Cost $2.19 Unrealized +37.4%
EFA ISHARES MSCI EAFE ETF 0.0%
Value ($000) $68 Shares 1,045 Est. Cost $65.07 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.0%
Value ($000) $65 Shares 72 Est. Cost $41.56 Unrealized +9.3%
SDY SPDR S&P DIVIDEND ETF 0.0%
Value ($000) $65 Shares 728 Est. Cost $73.99 Unrealized
HILL ROM HLDGS INC COM 0.0%
Value ($000) $64 Shares 810 Est. Cost $70.37 Unrealized
AZN ASTRAZENECA PLC SPONSORED ADR 0.0%
Value ($000) $61 Shares 1,800 Est. Cost $43.48 Unrealized
CORP PIMCO INVESTMENT GRADE CORPORATE BOND INDEX EXCHANGE-TRADED FUND 0.0%
Value ($000) $61 Shares 578 Est. Cost $106.70 Unrealized
DIS DISNEY WALT CO COM DISNEY 0.0%
Value ($000) $61 Shares 575 Est. Cost $77.28 Unrealized +32.6%
AGNC AGNC INVT CORP COM 0.0%
Value ($000) $60 Shares 2,800 Est. Cost $19.51 Unrealized
SPH SUBURBAN PROPANE PARTNERS L P UNIT LTD PARTN 0.0%
Value ($000) $59 Shares 2,500 Est. Cost $26.47 Unrealized
STWD STARWOOD PPTY TR INC COM 0.0%
Value ($000) $56 Shares 2,500 Est. Cost $21.20 Unrealized
LMT LOCKHEED MARTIN CORP COM 0.0%
Value ($000) $56 Shares 200 Est. Cost $84.22 Unrealized +159.2%
GSLC GOLDMAN SACHS ACTIVEBETA U.S. LARGE CAP EQUITY ETF 0.0%
Value ($000) $56 Shares 1,159 Est. Cost $45.37 Unrealized
HAS HASBRO INC COM 0.0%
Value ($000) $56 Shares 500 Est. Cost $43.05 Unrealized +77.7%
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $50 Shares 960 Est. Cost $32.04 Unrealized +15.4%
SUNTRUST BKS INC COM 0.0%
Value ($000) $50 Shares 887 Est. Cost $55.01 Unrealized
KO COCA COLA CO COM 0.0%
Value ($000) $47 Shares 1,051 Est. Cost $28.97 Unrealized +16.2%
VECTOR GROUP LTD COM 0.0%
Value ($000) $47 Shares 2,204 Est. Cost $22.48 Unrealized
XNTK SPDR MORGAN STANLEY TECHNOLOGY ETF 0.0%
Value ($000) $46 Shares 630 Est. Cost $52.69 Unrealized
NFLX NETFLIX INC COM 0.0%
Value ($000) $46 Shares 308 Est. Cost $10.20 Unrealized +50.9%
MO ALTRIA GROUP INC COM 0.0%
Value ($000) $45 Shares 600 Est. Cost $18.46 Unrealized +112.8%
AMZN AMAZON COM INC COM 0.0%
Value ($000) $43 Shares 44 Est. Cost $38.03 Unrealized +25.4%
CSCO CISCO SYS INC COM 0.0%
Value ($000) $43 Shares 1,360 Est. Cost $19.55 Unrealized +28.1%
PSX PHILLIPS 66 COM 0.0%
Value ($000) $42 Shares 510 Est. Cost $45.87 Unrealized +22.7%
VZ VERIZON COMMUNICATIONS INC COM 0.0%
Value ($000) $42 Shares 941 Est. Cost $26.99 Unrealized +9.4%
CLX CLOROX CO DEL COM 0.0%
Value ($000) $40 Shares 300 Est. Cost $100.47 Unrealized +4.8%
DUK DUKE ENERGY CORP NEW COM NEW 0.0%
Value ($000) $39 Shares 466 Est. Cost $44.33 Unrealized +33.3%
QDF FLEXSHARES QUALITY DIVIDEND INDEX FUND 0.0%
Value ($000) $39 Shares 942 Est. Cost $35.93 Unrealized
KMB KIMBERLY CLARK CORP COM 0.0%
Value ($000) $39 Shares 300 Est. Cost $65.92 Unrealized +46.0%
JPM JPMORGAN CHASE & CO COM 0.0%
Value ($000) $38 Shares 418 Est. Cost $41.52 Unrealized +65.1%
WM WASTE MGMT INC DEL COM 0.0%
Value ($000) $37 Shares 500 Est. Cost $35.69 Unrealized +75.2%
MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND 0.0%
Value ($000) $37 Shares 359 Est. Cost $100.28 Unrealized
GOOGL ALPHABET INC CAP STK CL A 0.0%
Value ($000) $36 Shares 39 Est. Cost $36.66 Unrealized +26.6%
EFV ISHARES MSCI EAFE VALUE ETF 0.0%
Value ($000) $35 Shares 669 Est. Cost $46.61 Unrealized
SBUX STARBUCKS CORP COM 0.0%
Value ($000) $35 Shares 600 Est. Cost $45.06 Unrealized +11.4%
GUGGENHEIM BULLETSHARES 2017 CORPORATE BOND ETF 0.0%
Value ($000) $34 Shares 1,525 Est. Cost $22.63 Unrealized
ORCL ORACLE CORP COM 0.0%
Value ($000) $34 Shares 678 Est. Cost $31.57 Unrealized +27.0%
CVX CHEVRON CORP NEW COM 0.0%
Value ($000) $33 Shares 318 Est. Cost $58.86 Unrealized +24.4%
BLACKSTONE GROUP L P COM UNIT LTD 0.0%
Value ($000) $33 Shares 1,000 Est. Cost $29.36 Unrealized
BMY BRISTOL MYERS SQUIBB CO COM 0.0%
Value ($000) $33 Shares 600 Est. Cost $34.58 Unrealized +15.4%
GUGGENHEIM BULLETSHARES 2020 CORPORATE BOND ETF 0.0%
Value ($000) $32 Shares 1,500 Est. Cost $21.40 Unrealized
PG PROCTER AND GAMBLE CO COM 0.0%
Value ($000) $31 Shares 350 Est. Cost $55.46 Unrealized +26.5%
IVV ISHARES CORE S&P 500 ETF 0.0%
Value ($000) $31 Shares 126 Est. Cost $222.76 Unrealized
FLO FLOWERS FOODS INC COM 0.0%
Value ($000) $30 Shares 1,722 Est. Cost $14.38 Unrealized -7.1%
IYG ISHARES U.S. FINANCIAL SERVICES ETF 0.0%
Value ($000) $30 Shares 261 Est. Cost $108.19 Unrealized
EATON VANCE TAX MNGD GBL DV EQ COM 0.0%
Value ($000) $30 Shares 3,300 Est. Cost $8.80 Unrealized
MRK MERCK & CO INC COM 0.0%
Value ($000) $29 Shares 455 Est. Cost $44.78 Unrealized +3.9%
HOLLY ENERGY PARTNERS L P COM UT LTD PTN 0.0%
Value ($000) $29 Shares 900 Est. Cost $34.09 Unrealized
ANNALY CAP MGMT INC COM 0.0%
Value ($000) $28 Shares 2,300 Est. Cost $12.58 Unrealized
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.0%
Value ($000) $28 Shares 200 Est. Cost $110.00 Unrealized
PBA PEMBINA PIPELINE CORP COM 0.0%
Value ($000) $28 Shares 850 Est. Cost $14.67 Unrealized +39.6%
POWERSHARES QQQ TRUST, SERIES 1 0.0%
Value ($000) $28 Shares 201 Est. Cost $116.89 Unrealized
PNW PINNACLE WEST CAP CORP COM 0.0%
Value ($000) $26 Shares 300 Est. Cost $40.66 Unrealized +50.1%
DLN WISDOMTREE U.S. LARGECAP DIVIDEND FUND 0.0%
Value ($000) $26 Shares 306 Est. Cost $67.22 Unrealized
C CITIGROUP INC COM NEW 0.0%
Value ($000) $25 Shares 368 Est. Cost $35.65 Unrealized +30.3%
HON HONEYWELL INTL INC COM 0.0%
Value ($000) $25 Shares 191 Est. Cost $79.43 Unrealized +24.3%
AEP AMERICAN ELEC PWR INC COM 0.0%
Value ($000) $24 Shares 350 Est. Cost $37.70 Unrealized +36.1%
LNC LINCOLN NATL CORP IND COM 0.0%
Value ($000) $24 Shares 349 Est. Cost $31.36 Unrealized +48.6%
POWERSHARES CEF INCOME COMPOSITE PORTFOLIO 0.0%
Value ($000) $24 Shares 1,000 Est. Cost $21.85 Unrealized
COF CAPITAL ONE FINL CORP COM 0.0%
Value ($000) $24 Shares 292 Est. Cost $59.79 Unrealized +17.0%
MGA MAGNA INTL INC COM 0.0%
Value ($000) $24 Shares 513 Est. Cost $30.87 Unrealized +8.4%
EATON VANCE TX MNG BY WRT OPP COM 0.0%
Value ($000) $23 Shares 1,500 Est. Cost $14.97 Unrealized
CQP CHENIERE ENERGY PARTNERS LP COM UNIT 0.0%
Value ($000) $23 Shares 700 Est. Cost $32.86 Unrealized
PM PHILIP MORRIS INTL INC COM 0.0%
Value ($000) $23 Shares 200 Est. Cost $48.64 Unrealized +52.7%
GUGGENHEIM BULLETSHARES 2018 CORPORATE BOND ETF 0.0%
Value ($000) $23 Shares 1,100 Est. Cost $21.08 Unrealized
MMLP MARTIN MIDSTREAM PRTNRS L P UNIT L P INT 0.0%
Value ($000) $23 Shares 1,300 Est. Cost $27.18 Unrealized
WDC WESTERN DIGITAL CORP COM 0.0%
Value ($000) $22 Shares 243 Est. Cost $37.70 Unrealized +58.3%
BWA BORGWARNER INC COM 0.0%
Value ($000) $22 Shares 522 Est. Cost $28.94 Unrealized +9.6%
AXP AMERICAN EXPRESS CO COM 0.0%
Value ($000) $21 Shares 249 Est. Cost $51.75 Unrealized +35.8%
CTRA CABOT OIL & GAS CORP COM 0.0%
Value ($000) $21 Shares 847 Est. Cost $16.57 Unrealized +4.2%
MMM 3M CO COM 0.0%
Value ($000) $21 Shares 100 Est. Cost $92.11 Unrealized +35.3%
TMO THERMO FISHER SCIENTIFIC INC COM 0.0%
Value ($000) $21 Shares 118 Est. Cost $155.37 Unrealized +5.6%
GUGGENHEIM BULLETSHARES 2021 CORPORATE BOND ETF 0.0%
Value ($000) $21 Shares 1,000 Est. Cost $21.19 Unrealized
XOM EXXON MOBIL CORP COM 0.0%
Value ($000) $20 Shares 250 Est. Cost $54.15 Unrealized +2.4%
UNITED TECHNOLOGIES CORP COM 0.0%
Value ($000) $20 Shares 160 Est. Cost $100.63 Unrealized
INOVIO PHARMACEUTICALS INC COM NEW 0.0%
Value ($000) $20 Shares 2,500 Est. Cost $7.80 Unrealized
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $19 Shares 380 Est. Cost $50.00 Unrealized
CVR REFNG LP COMUNIT REP LT 0.0%
Value ($000) $19 Shares 2,000 Est. Cost $12.80 Unrealized
CLOVIS ONCOLOGY INC COM 0.0%
Value ($000) $19 Shares 200 Est. Cost $35.00 Unrealized
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $18 Shares 420 Est. Cost $33.39 Unrealized +9.8%
PH PARKER HANNIFIN CORP COM 0.0%
Value ($000) $18 Shares 112 Est. Cost $85.99 Unrealized +61.6%
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 0.0%
Value ($000) $18 Shares 507 Est. Cost $30.75 Unrealized
SRLN SPDR BLACKSTONE/ GSO SENIOR LOAN ETF 0.0%
Value ($000) $18 Shares 371 Est. Cost $46.48 Unrealized
UNP UNION PAC CORP COM 0.0%
Value ($000) $18 Shares 161 Est. Cost $88.51 Unrealized +1.8%
BLACKROCK DEBT STRAT FD INC COM NEW 0.0%
Value ($000) $18 Shares 1,582 Est. Cost $11.46 Unrealized
FDX FEDEX CORP COM 0.0%
Value ($000) $18 Shares 83 Est. Cost $143.47 Unrealized +19.2%
INTC INTEL CORP COM 0.0%
Value ($000) $18 Shares 543 Est. Cost $19.63 Unrealized +50.6%
IGSB ISHARES 1-3 YEAR CREDIT BOND ETF 0.0%
Value ($000) $17 Shares 163 Est. Cost $102.86 Unrealized
EFG ISHARES MSCI EAFE GROWTH ETF 0.0%
Value ($000) $17 Shares 233 Est. Cost $67.01 Unrealized
CBRL CRACKER BARREL OLD CTRY STORE COM 0.0%
Value ($000) $17 Shares 100 Est. Cost $87.57 Unrealized +28.2%
PBYI PUMA BIOTECHNOLOGY INC COM 0.0%
Value ($000) $17 Shares 200 Est. Cost $50.56 Unrealized +10.6%
CB CHUBB LIMITED COM 0.0%
Value ($000) $16 Shares 109 Est. Cost $96.06 Unrealized +25.8%
TSLA TESLA INC COM 0.0%
Value ($000) $16 Shares 45 Est. Cost $14.65 Unrealized +50.3%
IBM INTERNATIONAL BUSINESS MACHS COM 0.0%
Value ($000) $16 Shares 106 Est. Cost $114.39 Unrealized -9.3%
BA BOEING CO COM 0.0%
Value ($000) $16 Shares 83 Est. Cost $128.88 Unrealized +35.7%
ARCC ARES CAP CORP COM 0.0%
Value ($000) $16 Shares 1,000 Est. Cost $5.74 Unrealized +29.1%
BHP BHP BILLITON LTD SPONSORED ADR 0.0%
Value ($000) $16 Shares 448 Est. Cost $28.25 Unrealized
BLACKROCK CAPITAL INVESTMENT C COM 0.0%
Value ($000) $16 Shares 2,100 Est. Cost $9.48 Unrealized
ARCHROCK PARTNERS L P COM UNITS REPSTG 0.0%
Value ($000) $15 Shares 1,000 Est. Cost $17.00 Unrealized
GLADSTONE CAPITAL CORP COM 0.0%
Value ($000) $15 Shares 1,500 Est. Cost $7.37 Unrealized
ROYAL DUTCH SHELL PLC SPONS ADR A 0.0%
Value ($000) $15 Shares 283 Est. Cost $50.47 Unrealized
ITW ILLINOIS TOOL WKS INC COM 0.0%
Value ($000) $14 Shares 100 Est. Cost $54.09 Unrealized +109.5%
IP INTL PAPER CO COM 0.0%
Value ($000) $13 Shares 229 Est. Cost $31.25 Unrealized +11.2%
IHF ISHARES U.S. HEALTHCARE PROVIDERS ETF 0.0%
Value ($000) $13 Shares 87 Est. Cost $119.79 Unrealized
BUCKEYE PARTNERS L P UNIT LTD PARTN 0.0%
Value ($000) $13 Shares 200 Est. Cost $65.00 Unrealized
APOLLO INVT CORP COM 0.0%
Value ($000) $13 Shares 2,000 Est. Cost $5.22 Unrealized
PPL PPL CORP COM 0.0%
Value ($000) $13 Shares 326 Est. Cost $18.23 Unrealized +44.1%
MEDLEY CAP CORP COM 0.0%
Value ($000) $13 Shares 2,000 Est. Cost $7.34 Unrealized
XEL XCEL ENERGY INC COM 0.0%
Value ($000) $13 Shares 274 Est. Cost $30.13 Unrealized +17.2%
SYK STRYKER CORP COM 0.0%
Value ($000) $13 Shares 96 Est. Cost $103.92 Unrealized +20.1%
DEO DIAGEO P L C SPON ADR NEW 0.0%
Value ($000) $12 Shares 100 Est. Cost $109.65 Unrealized
BAC BANK AMER CORP COM 0.0%
Value ($000) $12 Shares 500 Est. Cost $15.68 Unrealized +21.8%
GREAT PLAINS ENERGY INC COM 0.0%
Value ($000) $12 Shares 409 Est. Cost $26.89 Unrealized
INTERCEPT PHARMACEUTICALS INC COM 0.0%
Value ($000) $12 Shares 100 Est. Cost $150.00 Unrealized
VLO VALERO ENERGY CORP NEW COM 0.0%
Value ($000) $12 Shares 175 Est. Cost $42.00 Unrealized +9.6%
JUNO THERAPEUTICS INC COM 0.0%
Value ($000) $12 Shares 400 Est. Cost $45.00 Unrealized
VALEANT PHARMACEUTICALS INTL I COM 0.0%
Value ($000) $12 Shares 700 Est. Cost $101.43 Unrealized
GS GOLDMAN SACHS GROUP INC COM 0.0%
Value ($000) $11 Shares 49 Est. Cost $184.61 Unrealized 0.0%
HOLLYFRONTIER CORP COM 0.0%
Value ($000) $11 Shares 406 Est. Cost $32.02 Unrealized
INGR INGREDION INC COM 0.0%
Value ($000) $11 Shares 93 Est. Cost $126.34 Unrealized -6.0%
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $11 Shares 126 Est. Cost $59.92 Unrealized +1.4%
DGX QUEST DIAGNOSTICS INC COM 0.0%
Value ($000) $11 Shares 100 Est. Cost $60.99 Unrealized +46.2%
POWERSHARES DB AGRICULTURE FUND 0.0%
Value ($000) $11 Shares 555 Est. Cost $19.82 Unrealized
STT STATE STR CORP COM 0.0%
Value ($000) $11 Shares 127 Est. Cost $45.56 Unrealized +40.9%
MDT MEDTRONIC PLC SHS 0.0%
Value ($000) $11 Shares 126 Est. Cost $67.64 Unrealized 0.0%
MSFT MICROSOFT CORP COM 0.0%
Value ($000) $11 Shares 160 Est. Cost $33.03 Unrealized +88.7%
ROYAL DUTCH SHELL PLC SPON ADR B 0.0%
Value ($000) $11 Shares 200 Est. Cost $62.48 Unrealized
VIPSX VANGUARD FIXED INCOME SECS FD INFL PROT SECS 0.0%
Value ($000) $11 Shares 861 Est. Cost $12.78 Unrealized
SO SOUTHERN CO COM 0.0%
Value ($000) $10 Shares 200 Est. Cost $26.85 Unrealized +30.7%
CARTER VALIDUS MISSION CRITICA COM 0.0%
Value ($000) $10 Shares 1,000 Est. Cost $10.00 Unrealized
IHDG WISDOMTREE INTERNATIONAL HEDGED QUALITY DIVIDEND GROWTH FUND 0.0%
Value ($000) $10 Shares 332 Est. Cost $25.50 Unrealized
GUGGENHEIM BULLETSHARES 2017 HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $10 Shares 400 Est. Cost $24.98 Unrealized
TESORO CORP COM 0.0%
Value ($000) $10 Shares 108 Est. Cost $92.59 Unrealized
HYS PIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX EXCHANGE-TRADED FUND 0.0%
Value ($000) $10 Shares 100 Est. Cost $91.76 Unrealized
PIMCO INCOME STRATEGY FUND II COM 0.0%
Value ($000) $10 Shares 1,000 Est. Cost $10.00 Unrealized
HMS INCOME FD INC COM 0.0%
Value ($000) $10 Shares 1,200 Est. Cost $7.50 Unrealized
AMGN AMGEN INC COM 0.0%
Value ($000) $9 Shares 50 Est. Cost $116.50 Unrealized +7.6%
IDV ISHARES INTERNATIONAL SELECT DIVIDEND ETF 0.0%
Value ($000) $9 Shares 280 Est. Cost $28.57 Unrealized
POWERSHARES AEROSPACE & DEFENSE PORTFOLIO 0.0%
Value ($000) $9 Shares 197 Est. Cost $34.97 Unrealized
UBS E-TRACS ALERIAN MLP INFRASTRUCTURE ETN 0.0%
Value ($000) $9 Shares 348 Est. Cost $23.63 Unrealized
MOBILEYE N V AMSTELVEEN ORD SHS 0.0%
Value ($000) $9 Shares 150 Est. Cost $40.00 Unrealized
RSG REPUBLIC SVCS INC COM 0.0%
Value ($000) $9 Shares 139 Est. Cost $37.72 Unrealized +46.1%
UNILEVER PLC SPON ADR NEW 0.0%
Value ($000) $8 Shares 150 Est. Cost $40.00 Unrealized
MRSH MARSH & MCLENNAN COS INC COM 0.0%
Value ($000) $8 Shares 106 Est. Cost $47.39 Unrealized +38.4%
RITM NEW RESIDENTIAL INVT CORP COM NEW 0.0%
Value ($000) $8 Shares 500 Est. Cost $12.64 Unrealized
POWERSHARES DYNAMIC LEISURE & ENTERTAINMENT PORTFOLIO 0.0%
Value ($000) $8 Shares 200 Est. Cost $35.00 Unrealized
CAH CARDINAL HEALTH INC COM 0.0%
Value ($000) $8 Shares 100 Est. Cost $63.62 Unrealized -8.2%
AAP ADVANCE AUTO PARTS INC COM 0.0%
Value ($000) $8 Shares 65 Est. Cost $137.83 Unrealized -12.6%
KCE SPDR S&P CAPITAL MARKETS ETF 0.0%
Value ($000) $8 Shares 159 Est. Cost $39.11 Unrealized
WMT WAL-MART STORES INC COM 0.0%
Value ($000) $8 Shares 100 Est. Cost $20.41 Unrealized +7.9%
TSCO TRACTOR SUPPLY CO COM 0.0%
Value ($000) $8 Shares 148 Est. Cost $12.32 Unrealized -15.6%
GD GENERAL DYNAMICS CORP COM 0.0%
Value ($000) $8 Shares 41 Est. Cost $109.74 Unrealized +47.6%
AZO AUTOZONE INC COM 0.0%
Value ($000) $7 Shares 12 Est. Cost $769.59 Unrealized -15.4%
BR BROADRIDGE FINL SOLUTIONS INC COM 0.0%
Value ($000) $7 Shares 89 Est. Cost $46.01 Unrealized +35.6%
ABBV ABBVIE INC COM 0.0%
Value ($000) $7 Shares 100 Est. Cost $30.96 Unrealized +51.7%
NAVIOS MARITIME PARTNERS L P UNIT LPI 0.0%
Value ($000) $7 Shares 4,700 Est. Cost $1.49 Unrealized
PTCT PTC THERAPEUTICS INC COM 0.0%
Value ($000) $6 Shares 350 Est. Cost $12.10 Unrealized +11.3%
ENERGY TRANSFER PARTNERS LP UNIT LTD PRT INT 0.0%
Value ($000) $6 Shares 311 Est. Cost $19.29 Unrealized
QRVO QORVO INC COM 0.0%
Value ($000) $6 Shares 100 Est. Cost $54.42 Unrealized +31.4%
MID CON ENERGY PARTNERS LP COM UNIT REPST 0.0%
Value ($000) $6 Shares 4,200 Est. Cost $2.38 Unrealized
XILINX INC COM 0.0%
Value ($000) $6 Shares 100 Est. Cost $60.00 Unrealized
NATIONAL INSTRS CORP COM 0.0%
Value ($000) $6 Shares 157 Est. Cost $31.36 Unrealized
GPC GENUINE PARTS CO COM 0.0%
Value ($000) $6 Shares 64 Est. Cost $66.07 Unrealized +8.1%
GNTX GENTEX CORP COM 0.0%
Value ($000) $6 Shares 305 Est. Cost $16.73 Unrealized +16.5%
GLOBAL X MSCI NORWAY ETF 0.0%
Value ($000) $6 Shares 494 Est. Cost $10.83 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.0%
Value ($000) $6 Shares 35 Est. Cost $114.22 Unrealized +45.6%
CSI COMPRESSCO LP COM UNIT 0.0%
Value ($000) $5 Shares 1,000 Est. Cost $10.00 Unrealized
FIFTH STREET FINANCE CORP COM 0.0%
Value ($000) $5 Shares 1,000 Est. Cost $9.65 Unrealized
META FACEBOOK INC CL A 0.0%
Value ($000) $5 Shares 35 Est. Cost $73.31 Unrealized +101.4%
OUNZ VAN ECK MERK GOLD TRUST 0.0%
Value ($000) $5 Shares 386 Est. Cost $10.36 Unrealized
ALON USA PARTNERS LP UT LTDPART INT 0.0%
Value ($000) $5 Shares 500 Est. Cost $10.00 Unrealized
ABT ABBOTT LABS COM 0.0%
Value ($000) $5 Shares 100 Est. Cost $28.85 Unrealized +34.9%
SNAP SNAP INC CL A 0.0%
Value ($000) $5 Shares 285 Est. Cost $22.16 Unrealized -9.0%
PEP PEPSICO INC COM 0.0%
Value ($000) $5 Shares 40 Est. Cost $65.03 Unrealized +35.6%
GUGGENHEIM MULTI-ASSET INCOME ETF 0.0%
Value ($000) $5 Shares 250 Est. Cost $18.24 Unrealized
PAYX PAYCHEX INC COM 0.0%
Value ($000) $5 Shares 81 Est. Cost $37.56 Unrealized +21.0%
VUSXX VANGUARD ADMIRAL FDS INC US TREA MMF PT 0.0%
Value ($000) $5 Shares 4,576 Est. Cost $1.09 Unrealized
PIMCO CORPORATE INCOME STRATEG COM 0.0%
Value ($000) $5 Shares 300 Est. Cost $13.75 Unrealized
TROW PRICE T ROWE GROUP INC COM 0.0%
Value ($000) $5 Shares 74 Est. Cost $48.50 Unrealized +7.0%
CCL CARNIVAL CORP PAIRED CTF 0.0%
Value ($000) $5 Shares 69 Est. Cost $42.38 Unrealized +33.2%
SYY SYSCO CORP COM 0.0%
Value ($000) $5 Shares 100 Est. Cost $24.06 Unrealized +77.2%
NUSTAR ENERGY LP UNIT COM 0.0%
Value ($000) $5 Shares 100 Est. Cost $41.02 Unrealized
MITTX MASSACHUSETTS INVS TRUST CLASS A 0.0%
Value ($000) $4 Shares 128 Est. Cost $31.25 Unrealized
CION INVT CORP COM 0.0%
Value ($000) $4 Shares 478 Est. Cost $8.37 Unrealized
CAG CONAGRA BRANDS INC COM 0.0%
Value ($000) $4 Shares 100 Est. Cost $22.44 Unrealized +25.3%
WESTERN ASSET INVT GRADE DEFIN COM 0.0%
Value ($000) $4 Shares 175 Est. Cost $22.86 Unrealized
INTERPUBLIC GROUP COS INC COM 0.0%
Value ($000) $4 Shares 174 Est. Cost $15.00 Unrealized +16.0%
BLACKROCK ENHANCED GBL DIV TR COM 0.0%
Value ($000) $4 Shares 300 Est. Cost $12.73 Unrealized
INIVX VAN ECK INTERNATIONAL INVESTORS GOLD A 0.0%
Value ($000) $4 Shares 448 Est. Cost $8.93 Unrealized
BROCADE COMMUNICATIONS SYS INC COM NEW 0.0%
Value ($000) $3 Shares 200 Est. Cost $10.00 Unrealized
VFC V F CORP COM 0.0%
Value ($000) $3 Shares 59 Est. Cost $59.06 Unrealized -12.6%
BB BLACKBERRY LTD COM 0.0%
Value ($000) $3 Shares 300 Est. Cost $9.83 Unrealized 0.0%
NOK NOKIA CORP SPONSORED ADR 0.0%
Value ($000) $3 Shares 500 Est. Cost $6.00 Unrealized
CALITHERA BIOSCIENCES INC COM 0.0%
Value ($000) $3 Shares 200 Est. Cost $10.00 Unrealized
POWERSHARES PREFERRED PORTFOLIO 0.0%
Value ($000) $3 Shares 200 Est. Cost $14.85 Unrealized
OREXIGEN THERAPEUTICS INC COM NEW 0.0%
Value ($000) $3 Shares 1,000 Est. Cost $2.00 Unrealized
ENSCO PLC SHS CLASS A 0.0%
Value ($000) $3 Shares 500 Est. Cost $14.69 Unrealized
TGT TARGET CORP COM 0.0%
Value ($000) $3 Shares 64 Est. Cost $55.55 Unrealized -23.4%
EATON VANCE TXMGD GL BUYWR OPP COM 0.0%
Value ($000) $3 Shares 300 Est. Cost $11.23 Unrealized
TEVA TEVA PHARMACEUTICAL INDS LTD SPONSORED ADR 0.0%
Value ($000) $3 Shares 100 Est. Cost $40.00 Unrealized
CTMX CYTOMX THERAPEUTICS INC COM 0.0%
Value ($000) $2 Shares 100 Est. Cost $13.16 Unrealized +14.5%
CITRIX SYS INC COM 0.0%
Value ($000) $2 Shares 26 Est. Cost $76.92 Unrealized
NUVEEN GLOBAL HIGH INCOME FD SHS 0.0%
Value ($000) $2 Shares 147 Est. Cost $13.79 Unrealized
22ND CENTY GROUP INC COM 0.0%
Value ($000) $2 Shares 1,000 Est. Cost $2.00 Unrealized
SWK STANLEY BLACK & DECKER INC COM 0.0%
Value ($000) $2 Shares 132 Est. Cost $95.47 Unrealized +13.9%
AFFIMED N V COM 0.0%
Value ($000) $2 Shares 1,000 Est. Cost $2.00 Unrealized
MOLECULIN BIOTECH INC COM 0.0%
Value ($000) $2 Shares 1,000 Est. Cost $2.00 Unrealized
CCEP COCA COLA EUROPEAN PARTNERS P SHS 0.0%
Value ($000) $2 Shares 50 Est. Cost $28.83 Unrealized +7.4%
FERRELLGAS PARTNERS L.P. UNIT LTD PART 0.0%
Value ($000) $2 Shares 500 Est. Cost $21.63 Unrealized
F FORD MTR CO DEL COM PAR $0.01 0.0%
Value ($000) $2 Shares 190 Est. Cost $8.24 Unrealized -13.9%
KATE SPADE & CO COM 0.0%
Value ($000) $2 Shares 100 Est. Cost $20.00 Unrealized
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $1 Shares 5 Est. Cost $120.99 Unrealized
UNITED CANNABIS CORP COM 0.0%
Value ($000) $1 Shares 1,000 Est. Cost $2.00 Unrealized
TGRR TIGER REEF INC COM 0.0%
Value ($000) $1 Shares 10,000 Est. Cost $0.07 Unrealized 0.0%
PJT PJT PARTNERS INC COM CL A 0.0%
Value ($000) $1 Shares 17 Est. Cost $31.33 Unrealized +8.2%
MASSROOTS INC COM 0.0%
Value ($000) $1 Shares 2,000 Est. Cost $1.00 Unrealized
PEREGRINE PHARMACEUTICALS INC COM NEW 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
NOBLE METAL RECOVERY LTD COM NEW 0.0%
Value ($000) $0 Shares 1,000 Est. Cost Unrealized
DIVINE INC CL A NEW 0.0%
Value ($000) $0 Shares 391 Est. Cost Unrealized
RASER TECHNOLOGIES INC COM 0.0%
Value ($000) $0 Shares 100 Est. Cost Unrealized
LUNDELL TECHNOLOGY INC COM 0.0%
Value ($000) $0 Shares 16 Est. Cost Unrealized
WESTROCK CO COM 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
CAFFE RIBS INC COM 0.0%
Value ($000) $0 Shares 1,000 Est. Cost Unrealized
MIRANT CORP SHS 0.0%
Value ($000) $0 Shares 414 Est. Cost Unrealized
MIDWEST LODGING PPTYS INC COM 0.0%
Value ($000) $0 Shares 800 Est. Cost Unrealized
LOMLF LION ONE METALS LTD COM 0.0%
Value ($000) $0 Shares 1 Est. Cost $0.63 Unrealized -16.4%
THERMAL ENERGY STORAGE INC COM 0.0%
Value ($000) $0 Shares 100 Est. Cost Unrealized
TRADER CLASSIFIED MEDIA N V NY REGSTR CL A 0.0%
Value ($000) $0 Shares 100 Est. Cost Unrealized
TMST INC COM 0.0%
Value ($000) $0 Shares 23 Est. Cost Unrealized
VANGUARD NAT RES LLC COM UNIT 0.0%
Value ($000) $0 Shares 1,000 Est. Cost Unrealized
POMCO ENERGY CORP COM 0.0%
Value ($000) $0 Shares 500 Est. Cost Unrealized
SBUM SILVER BUCKLE MINES INC COM 0.0%
Value ($000) $0 Shares 250 Est. Cost $0.06 Unrealized -13.0%
NEXUS GROUP INTL INC COM 0.0%
Value ($000) $0 Shares 100 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
SPOTLIGHT INNOVATION INC COM 0.0%
Value ($000) $0 Shares 400 Est. Cost Unrealized
EPICEDGE INC COM 0.0%
Value ($000) $0 Shares 27 Est. Cost Unrealized
ALLEGIANCE TELECOM INC COM 0.0%
Value ($000) $0 Shares 5,000 Est. Cost Unrealized
IMN EQUITIES INC 0.0%
Value ($000) $0 Shares 12 Est. Cost Unrealized
AZURE MIDSTREAM PARTNERS LP COM UNIT 0.0%
Value ($000) $0 Shares 1,000 Est. Cost Unrealized
FIRST EQUITIES CORP COM 0.0%
Value ($000) $0 Shares 13 Est. Cost Unrealized
FIFTH MKT INC PFD SER A TENNESSEE 0.0%
Value ($000) $0 Shares 200,000 Est. Cost Unrealized
GULTU GULF COAST ULTRA DEEP RTY TR ROYALTY TR UNT 0.0%
Value ($000) $0 Shares 805 Est. Cost $2.48 Unrealized
BLACKROCK FLOATING RATE INCM PORT C1 0.0%
Value ($000) $0 Shares 6 Est. Cost Unrealized
GSBCX GOLDMAN SACHS INCOMEBUILDER FUND C 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
HUGHES CAPITAL CORP COM 0.0%
Value ($000) $0 Shares 200 Est. Cost Unrealized
APPONLINE COM INC COM 0.0%
Value ($000) $0 Shares 14 Est. Cost Unrealized
ATLAS CORPORATION COM 0.0%
Value ($000) $0 Shares 333 Est. Cost Unrealized