MOTCO Diversified Active

CIK: 0001306333 · Show all filings

Period: Q4 2019 (← Previous) (Next →)

Filing Date: Feb 6, 2020

Total Value ($000): $1,189,029 (100.0% shares, 0.0% debt)

Holdings (538)

MINJX MFS INTERNATIONAL INTRINSIC VALUE R6 5.1%
Value ($000) $60,420 Shares 1,327,918 Est. Cost $44.18 Unrealized
BROADWAY BANCSHARES INC TEX COM 5.0%
Value ($000) $58,936 Shares 235,736 Est. Cost $193.86 Unrealized
BROADWAY BANCSHARES INC TEX COM 4.2%
Value ($000) $50,040 Shares 200,150 Est. Cost $193.28 Unrealized
HLMIX HARDING LOEVNER INTERNATIONAL EQUITY PORT 4.2%
Value ($000) $49,852 Shares 2,094,646 Est. Cost $19.81 Unrealized
HILYX HARTFORD INTERNATIONAL VALUE FUND CL Y 3.4%
Value ($000) $39,932 Shares 2,594,630 Est. Cost $15.17 Unrealized
TIDDX T ROWE PRICE INTERNATIONAL DISCOVERY 2.5%
Value ($000) $29,372 Shares 429,232 Est. Cost $66.62 Unrealized
ODVIX INVESCO OPPENHEIMER DEVELOPING MARKETS 2.3%
Value ($000) $27,787 Shares 609,499 Est. Cost $43.38 Unrealized
CVMIX CALVERT EMERGING MARKETS EQUITY FD I 2.2%
Value ($000) $26,710 Shares 1,492,173 Est. Cost $16.36 Unrealized
GBOSX JPMORGAN GLOBAL BOND OPPORTUNITIES FD 2.1%
Value ($000) $25,454 Shares 2,505,362 Est. Cost $10.20 Unrealized
AAPL APPLE INC. 1.6%
Value ($000) $18,463 Shares 62,873 Est. Cost $18.62 Unrealized +233.1%
GTEYX GATEWAY FUND 1.4%
Value ($000) $16,934 Shares 488,451 Est. Cost $31.39 Unrealized
MSFT MICROSOFT CORPORATION 1.3%
Value ($000) $15,654 Shares 99,264 Est. Cost $52.49 Unrealized +165.3%
JPM JPMORGAN CHASE & CO 1.3%
Value ($000) $15,335 Shares 110,006 Est. Cost $44.42 Unrealized +144.6%
GLIFX LAZARD GLOBAL LISTED INFRASTRUCTURE PORTFOLIO 1.2%
Value ($000) $14,554 Shares 922,299 Est. Cost $15.42 Unrealized
LITMAN GREGORY MASTERS ALTERNATIVE STRATEGIES 1.2%
Value ($000) $14,488 Shares 1,238,288 Est. Cost $11.64 Unrealized
T AT&T INC. 1.1%
Value ($000) $13,329 Shares 341,065 Est. Cost $14.78 Unrealized +27.7%
JNJ JOHNSON & JOHNSON 1.0%
Value ($000) $12,479 Shares 85,549 Est. Cost $70.52 Unrealized +61.8%
BLACKROCK INC 1.0%
Value ($000) $12,274 Shares 24,417 Est. Cost $302.47 Unrealized
MRK MERCK & CO INC 1.0%
Value ($000) $12,172 Shares 133,830 Est. Cost $52.16 Unrealized +29.5%
FNWFX AMERICAN NEW WORLD FUND F3 1.0%
Value ($000) $11,804 Shares 167,407 Est. Cost $65.03 Unrealized
CSCO CISCO SYSTEMS INC 1.0%
Value ($000) $11,735 Shares 244,681 Est. Cost $19.33 Unrealized +99.4%
CCI CROWN CASTLE INTL CORP 1.0%
Value ($000) $11,437 Shares 80,457 Est. Cost $66.09 Unrealized +57.6%
JHEQX JPMORGAN HEDGED EQUITY FUND I 1.0%
Value ($000) $11,350 Shares 533,837 Est. Cost $20.49 Unrealized
MCD MCDONALDS CORP. 0.9%
Value ($000) $11,064 Shares 55,987 Est. Cost $76.85 Unrealized +123.7%
SBUX STARBUCKS CORP 0.9%
Value ($000) $10,864 Shares 123,560 Est. Cost $45.79 Unrealized +62.6%
AVGO BROADCOM INC 0.9%
Value ($000) $10,808 Shares 34,203 Est. Cost $22.83 Unrealized +13.4%
DOW DOW INC 0.9%
Value ($000) $10,212 Shares 186,589 Est. Cost $36.53 Unrealized +0.5%
GLD SPDR GOLD TRUST 0.8%
Value ($000) $10,072 Shares 70,481 Est. Cost $119.23 Unrealized
XOM EXXON MOBIL CORPORATION 0.8%
Value ($000) $9,823 Shares 140,773 Est. Cost $53.79 Unrealized -3.2%
D DOMINION ENERGY INC 0.8%
Value ($000) $9,466 Shares 114,293 Est. Cost $56.89 Unrealized +9.7%
CVX CHEVRON CORPORATION 0.8%
Value ($000) $9,255 Shares 76,800 Est. Cost $71.73 Unrealized +25.0%
VWALX VANGUARD HIGH YIELD TAX EXEMPT ADMIRAL SHARES 0.7%
Value ($000) $8,425 Shares 717,679 Est. Cost $11.52 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.7%
Value ($000) $7,919 Shares 24,377 Est. Cost $83.66 Unrealized +256.7%
BRK/B BERKSHIRE HATHAWAY INC-CL B 0.7%
Value ($000) $7,887 Shares 34,822 Est. Cost $116.43 Unrealized +86.5%
VMLUX VANGUARD LIMITED TERM TAX EXEMPT ADMIRAL SHS 0.6%
Value ($000) $7,659 Shares 691,268 Est. Cost $11.02 Unrealized
GOOGL ALPHABET INC CL A 0.6%
Value ($000) $7,489 Shares 5,591 Est. Cost $38.06 Unrealized +68.2%
NKE NIKE INC - CLASS B 0.6%
Value ($000) $7,411 Shares 73,155 Est. Cost $41.00 Unrealized +111.8%
DIS WALT DISNEY COMPANY 0.6%
Value ($000) $7,330 Shares 50,681 Est. Cost $61.56 Unrealized +120.5%
CMNIX CALAMOS MARKET NEUTRAL INCOME FUND I 0.6%
Value ($000) $7,299 Shares 548,408 Est. Cost $13.24 Unrealized
LSSCX LOOMIS SAYLES SMALL CAP VALUE FUND 0.6%
Value ($000) $7,281 Shares 261,231 Est. Cost $34.03 Unrealized
ICE INTERCONTINENTAL EXCHANGE GROUP INC 0.6%
Value ($000) $7,269 Shares 78,540 Est. Cost $52.21 Unrealized +64.2%
PYPL PAYPAL HOLDINGS INC 0.6%
Value ($000) $7,185 Shares 66,419 Est. Cost $37.36 Unrealized +178.3%
PEG PUBLIC SERVICE ENTERPRISE GROUP INC. 0.6%
Value ($000) $7,163 Shares 121,306 Est. Cost $33.62 Unrealized +46.2%
QFVIX PEAR TREE POLARIS FOREIGN VALUE FD INSTL 0.6%
Value ($000) $7,150 Shares 323,672 Est. Cost $19.98 Unrealized
MS MORGAN STANLEY 0.6%
Value ($000) $7,110 Shares 139,078 Est. Cost $34.16 Unrealized +14.4%
ACN ACCENTURE PLC 0.6%
Value ($000) $7,064 Shares 33,550 Est. Cost $68.10 Unrealized +162.0%
CMCSA COMCAST CORP. CLASS A 0.6%
Value ($000) $7,004 Shares 155,759 Est. Cost $27.53 Unrealized +37.5%
APH AMPHENOL CORP - CLASS A 0.6%
Value ($000) $6,980 Shares 64,495 Est. Cost $10.22 Unrealized +135.5%
TJX TJX COMPANIES INC 0.6%
Value ($000) $6,883 Shares 112,726 Est. Cost $40.41 Unrealized +35.1%
UNP UNION PACIFIC CORPORATION 0.6%
Value ($000) $6,861 Shares 37,948 Est. Cost $100.66 Unrealized +48.4%
UNH UNITEDHEALTH GROUP INC. 0.6%
Value ($000) $6,854 Shares 23,315 Est. Cost $213.82 Unrealized +10.7%
LLY ELI LILLY & CO 0.6%
Value ($000) $6,819 Shares 51,890 Est. Cost $70.45 Unrealized +52.7%
RAYTHEON COMPANY 0.6%
Value ($000) $6,770 Shares 30,806 Est. Cost $155.04 Unrealized
COST COSTCO WHOLESALE CORP. 0.6%
Value ($000) $6,756 Shares 22,984 Est. Cost $94.25 Unrealized +188.1%
ZTS ZOETIS INC 0.6%
Value ($000) $6,697 Shares 50,600 Est. Cost $86.29 Unrealized +36.9%
MCHP MICROCHIP TECHNOLOGY INC 0.6%
Value ($000) $6,622 Shares 63,235 Est. Cost $31.21 Unrealized +37.7%
META FACEBOOK INC 0.5%
Value ($000) $6,528 Shares 31,805 Est. Cost $127.59 Unrealized +50.8%
EMR EMERSON ELECTRIC COMPANY 0.5%
Value ($000) $6,460 Shares 84,703 Est. Cost $61.65 Unrealized +1.9%
HON HONEYWELL INTERNATIONAL INC 0.5%
Value ($000) $6,431 Shares 36,333 Est. Cost $79.39 Unrealized +81.3%
DE DEERE & COMPANY 0.5%
Value ($000) $6,389 Shares 36,875 Est. Cost $71.60 Unrealized +120.6%
ORCL ORACLE CORPORATION 0.5%
Value ($000) $6,358 Shares 119,992 Est. Cost $29.65 Unrealized +70.1%
AMZN AMAZON.COM INC. 0.5%
Value ($000) $6,345 Shares 3,434 Est. Cost $87.15 Unrealized +1.6%
VWEAX VANGUARD HIGH YIELD CORPORATE FUND ADM 0.5%
Value ($000) $6,330 Shares 1,062,150 Est. Cost $5.93 Unrealized
AMGN AMGEN, INC 0.5%
Value ($000) $6,274 Shares 26,026 Est. Cost $129.50 Unrealized +41.1%
POSIX PRINCIPAL GLOBAL REAL ESTATE SECURITES 0.5%
Value ($000) $6,205 Shares 598,403 Est. Cost $9.34 Unrealized
FEUPX AMERICAN EUROPACIFIC GROWTH FD F3 0.5%
Value ($000) $6,144 Shares 110,494 Est. Cost $55.60 Unrealized
PM PHILIP MORRIS INTERNATIONAL INC 0.5%
Value ($000) $6,139 Shares 72,144 Est. Cost $56.67 Unrealized +5.9%
QOPIX INVESCO OPPENHEIMER FUNDAMENTAL ALTERNATIVES 0.5%
Value ($000) $6,098 Shares 220,530 Est. Cost $27.55 Unrealized
FIKMX FIDELITY ADVISOR REAL ESTATE INCOME FUND Z 0.5%
Value ($000) $6,075 Shares 487,963 Est. Cost $12.13 Unrealized
APD AIR PRODUCTS & CHEMICAL INC 0.5%
Value ($000) $6,065 Shares 25,810 Est. Cost $119.21 Unrealized +62.9%
VZ VERIZON COMMUNICATIONS 0.5%
Value ($000) $6,060 Shares 98,709 Est. Cost $28.95 Unrealized +47.8%
KO COCA COLA CO. 0.5%
Value ($000) $6,047 Shares 109,249 Est. Cost $32.99 Unrealized +34.9%
MDY SPDR S&P MIDCAP 400 ETF TRUST 0.5%
Value ($000) $6,006 Shares 16,000 Est. Cost $210.09 Unrealized
MDLZ MONDELEZ INTERNATIONAL INC-A 0.5%
Value ($000) $5,931 Shares 107,668 Est. Cost $36.62 Unrealized +25.3%
TXN TEXAS INSTRUMENTS 0.5%
Value ($000) $5,922 Shares 46,163 Est. Cost $80.97 Unrealized +28.1%
XYZ SQUARE INC 0.5%
Value ($000) $5,792 Shares 92,582 Est. Cost $67.80 Unrealized -5.8%
TFC TRUIST FINANCIAL CORP COM 0.5%
Value ($000) $5,745 Shares 102,007 Est. Cost $40.89 Unrealized 0.0%
ETN EATON CORP PLC 0.5%
Value ($000) $5,695 Shares 60,127 Est. Cost $65.93 Unrealized +20.9%
PAYX PAYCHEX INC COM 0.5%
Value ($000) $5,682 Shares 66,796 Est. Cost $46.39 Unrealized +52.4%
BDX BECTON DICKINSON & CO 0.5%
Value ($000) $5,611 Shares 20,634 Est. Cost $222.83 Unrealized +1.6%
LMT LOCKHEED MARTIN CORPORATION 0.5%
Value ($000) $5,602 Shares 14,387 Est. Cost $250.94 Unrealized +29.4%
FISMX FIDELITY INTERNATIONAL SMALL CAP FUND 0.5%
Value ($000) $5,587 Shares 198,879 Est. Cost $25.40 Unrealized
PEP PEPSICO INC. 0.4%
Value ($000) $5,338 Shares 39,055 Est. Cost $63.21 Unrealized +78.4%
IBB ISHARES NASDAQ BIOTECHNOLOGY INDEX FUND 0.4%
Value ($000) $5,284 Shares 43,841 Est. Cost $149.78 Unrealized
GPC GENUINE PARTS CO. 0.4%
Value ($000) $5,055 Shares 47,583 Est. Cost $61.30 Unrealized +40.6%
PFE PFIZER INC 0.4%
Value ($000) $5,043 Shares 128,711 Est. Cost $19.47 Unrealized +37.2%
FDX FEDEX CORPORATION 0.4%
Value ($000) $4,991 Shares 33,007 Est. Cost $153.83 Unrealized -10.6%
STZ CONSTELLATION BRANDS INC. - CLASS A 0.4%
Value ($000) $4,915 Shares 25,900 Est. Cost $183.19 Unrealized -6.8%
VWIUX VANGUARD INTER TERM T/EXEMPT ADMIRAL SHARES 0.4%
Value ($000) $4,854 Shares 335,421 Est. Cost $14.13 Unrealized
NSRGY NESTLE SA-SPONS ADR 0.4%
Value ($000) $4,803 Shares 44,380 Est. Cost $71.82 Unrealized
SLF SUN LIFE FINANCIAL INC 0.4%
Value ($000) $4,782 Shares 104,952 Est. Cost $30.77 Unrealized +46.2%
CVS CVS HEALTH CORPORATION 0.4%
Value ($000) $4,754 Shares 63,989 Est. Cost $50.43 Unrealized +14.6%
MMM 3M CO 0.4%
Value ($000) $4,727 Shares 26,793 Est. Cost $113.16 Unrealized -1.2%
HAS HASBRO, INC. 0.4%
Value ($000) $4,668 Shares 44,203 Est. Cost $34.41 Unrealized +139.0%
KEY KEYCORP 0.4%
Value ($000) $4,666 Shares 230,546 Est. Cost $12.44 Unrealized +12.4%
IFF INTERNATIONAL FLAVORS & FRAGRANCES INC 0.4%
Value ($000) $4,610 Shares 35,731 Est. Cost $115.42 Unrealized -6.3%
NVS NOVARTIS AG-ADR 0.4%
Value ($000) $4,572 Shares 48,288 Est. Cost $74.06 Unrealized
VBTLX VANGUARD TOTAL BOND MKT INDEX #584-ADM SH 0.4%
Value ($000) $4,526 Shares 409,595 Est. Cost $10.77 Unrealized
ENB ENBRIDGE INC 0.4%
Value ($000) $4,514 Shares 113,514 Est. Cost $21.63 Unrealized +14.9%
KELLOGG CO. 0.4%
Value ($000) $4,449 Shares 64,317 Est. Cost $45.60 Unrealized +6.5%
IP INTERNATIONAL PAPER CO. 0.4%
Value ($000) $4,367 Shares 94,834 Est. Cost $34.10 Unrealized -6.5%
UPS UNITED PARCEL SERVICE 0.4%
Value ($000) $4,352 Shares 37,174 Est. Cost $75.96 Unrealized +22.2%
DUK DUKE ENERGY CORP 0.4%
Value ($000) $4,275 Shares 46,868 Est. Cost $70.28 Unrealized +2.2%
UNILEVER PLC-SPONS ADR 0.3%
Value ($000) $4,124 Shares 72,142 Est. Cost $43.30 Unrealized
BCE BCE INC 0.3%
Value ($000) $3,988 Shares 86,038 Est. Cost $30.60 Unrealized +3.7%
MO ALTRIA GROUP INC. 0.3%
Value ($000) $3,936 Shares 78,869 Est. Cost $25.35 Unrealized +13.6%
VFIAX VANGUARD 500 INDEX FUND ADMIRAL SHS #540 0.3%
Value ($000) $3,396 Shares 11,391 Est. Cost $209.07 Unrealized
USSPX USAA SP 500 INDEX FUND MEMBER SHARES 0.3%
Value ($000) $3,186 Shares 72,536 Est. Cost $33.20 Unrealized
IQV IQVIA HOLDINGS INC 0.3%
Value ($000) $3,068 Shares 19,855 Est. Cost $145.98 Unrealized +0.0%
FANG DIAMONDBACK ENERGY INC 0.3%
Value ($000) $3,041 Shares 32,757 Est. Cost $64.81 Unrealized 0.0%
SLB SCHLUMBERGER LIMITED 0.2%
Value ($000) $2,855 Shares 71,020 Est. Cost $46.15 Unrealized -33.4%
VEIRX VANGUARD EQUITY INCOME FUND ADMIRAL SHARES 0.2%
Value ($000) $2,595 Shares 32,610 Est. Cost $60.45 Unrealized
TRMCX T ROWE PRICE MIDCAP VALUE FUND 0.2%
Value ($000) $2,543 Shares 90,908 Est. Cost $27.47 Unrealized
PRGFX T ROWE PRICE GROWTH STOCK FUND 0.2%
Value ($000) $2,064 Shares 28,150 Est. Cost $48.03 Unrealized
SPY SPDR S&P 500 ETF TRUST 0.2%
Value ($000) $1,885 Shares 5,856 Est. Cost $181.91 Unrealized
CSX CSX CORP. 0.2%
Value ($000) $1,809 Shares 25,000 Est. Cost $21.58 Unrealized +0.9%
ISHARES GOLD TRUST 0.1%
Value ($000) $1,755 Shares 121,014 Est. Cost $11.30 Unrealized
DODGX DODGE COX STOCK FUND 0.1%
Value ($000) $1,731 Shares 8,934 Est. Cost $148.87 Unrealized
SPOKE HOLLOW RANCH INC 0.1%
Value ($000) $1,670 Shares 621,939 Est. Cost $1.96 Unrealized
IDV ISHARES INTERNATIONAL SELECT DIVIDEND ETF 0.1%
Value ($000) $1,621 Shares 48,275 Est. Cost $31.51 Unrealized
VTSAX VANGUARD TOTAL STOCK MARKET INDEX- ADMIRAL 0.1%
Value ($000) $1,586 Shares 19,905 Est. Cost $49.37 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.1%
Value ($000) $1,558 Shares 12,500 Est. Cost $67.47 Unrealized
BROADWAY BANCSHARES INC TEX COM 0.1%
Value ($000) $1,526 Shares 6,102 Est. Cost $193.22 Unrealized
IVV ISHARES CORE SP 500 ETF 0.1%
Value ($000) $1,455 Shares 4,500 Est. Cost $259.16 Unrealized
EMLP FIRST TRUST NORTH AMERICAN ENERGY INFRA FUND 0.1%
Value ($000) $1,451 Shares 56,952 Est. Cost $23.98 Unrealized
VUG VANGUARD GROWTH ETF 0.1%
Value ($000) $1,421 Shares 7,796 Est. Cost $78.15 Unrealized
VASVX VANGUARD SELECTED VALUE FUND INV 0.1%
Value ($000) $1,220 Shares 45,052 Est. Cost $25.81 Unrealized
VWO VANGUARD FTSE EMERGING MARKET ETF 0.1%
Value ($000) $1,209 Shares 27,190 Est. Cost $36.35 Unrealized
XBI SPDR S&P BIOTECH ETF 0.1%
Value ($000) $1,206 Shares 12,686 Est. Cost $77.99 Unrealized
OIGIX INVESCO OPPENHEIMER INTERNATIONAL GROWTH 0.1%
Value ($000) $1,195 Shares 27,004 Est. Cost $40.98 Unrealized
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST 0.1%
Value ($000) $1,194 Shares 4,187 Est. Cost $150.75 Unrealized
VBIRX VANGUARD S/T BOND INDEX FD ADMIRAL SHARES 0.1%
Value ($000) $1,085 Shares 102,636 Est. Cost $10.46 Unrealized
USATX USAA TAX EXEMPT INTERMEDIATE TERM FUND 0.1%
Value ($000) $1,041 Shares 76,286 Est. Cost $13.45 Unrealized
BMY BRISTOL MYERS SQUIBB 0.1%
Value ($000) $1,001 Shares 15,590 Est. Cost $31.53 Unrealized +43.3%
VFIJX VANGUARD GNMA FUND ADMIRAL SHARES 0.1%
Value ($000) $943 Shares 89,350 Est. Cost $10.48 Unrealized
PCLIX PIMCO COMMODITIES PLUS STRATEGY INST 0.1%
Value ($000) $902 Shares 164,349 Est. Cost $6.92 Unrealized
EFA ISHARES MSCI EAFE ETF 0.1%
Value ($000) $869 Shares 12,510 Est. Cost $58.60 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.1%
Value ($000) $832 Shares 18,883 Est. Cost $39.38 Unrealized
VLO VALERO ENERGY NEW 0.1%
Value ($000) $756 Shares 8,072 Est. Cost $63.62 Unrealized +15.7%
SO SOUTHERN CO. 0.1%
Value ($000) $748 Shares 11,747 Est. Cost $37.55 Unrealized +30.2%
DTH WISDOMTREE INTERNATIONAL HIGH DIVIDEND FUND 0.1%
Value ($000) $683 Shares 16,243 Est. Cost $44.24 Unrealized
MALITZ CONTRUCTION INC CLASS B NONVOTING 0.1%
Value ($000) $655 Shares 55,000 Est. Cost $11.91 Unrealized
TDY TELEDYNE TECHNOLOGIES INC 0.1%
Value ($000) $654 Shares 1,886 Est. Cost $218.79 Unrealized +53.6%
GOOG ALPHABET INC CL C 0.1%
Value ($000) $650 Shares 486 Est. Cost $39.34 Unrealized +62.8%
FNPFX AMERICAN NEW PERSPECTIVE FUND F3 0.1%
Value ($000) $624 Shares 13,222 Est. Cost $43.55 Unrealized
IJR ISHARES CORE SP SMALL CAP ETF 0.1%
Value ($000) $624 Shares 7,440 Est. Cost $86.65 Unrealized
CL COLGATE-PALMOLIVE COMPANY 0.0%
Value ($000) $592 Shares 8,611 Est. Cost $50.00 Unrealized +18.2%
LHX L3 HARRIS TECHNOLOGIES INC 0.0%
Value ($000) $584 Shares 2,951 Est. Cost $180.55 Unrealized -1.6%
HD HOME DEPOT INC 0.0%
Value ($000) $580 Shares 2,657 Est. Cost $154.08 Unrealized +26.5%
PURZX PGIM GLOBAL REAL ESTATE CL Z 0.0%
Value ($000) $573 Shares 23,738 Est. Cost $24.38 Unrealized
IJH ISHARES CORE SP MID CAP ETF 0.0%
Value ($000) $523 Shares 2,541 Est. Cost $157.25 Unrealized
ADP AUTOMATIC DATA PROCESSING 0.0%
Value ($000) $521 Shares 3,057 Est. Cost $67.15 Unrealized +116.1%
VPMAX VANGUARD PRIMECAP FUND ADMIRAL SHARES 0.0%
Value ($000) $508 Shares 3,525 Est. Cost $86.46 Unrealized
PRSGX T ROWE PRICE SPECTRUM GROWTH 0.0%
Value ($000) $497 Shares 21,359 Est. Cost $21.96 Unrealized
ADBE ADOBE INC 0.0%
Value ($000) $497 Shares 1,506 Est. Cost $189.82 Unrealized +55.0%
SBR SABINE ROYALTY TRUST 0.0%
Value ($000) $467 Shares 11,600 Est. Cost $51.65 Unrealized
PG PROCTER & GAMBLE CO. 0.0%
Value ($000) $451 Shares 3,613 Est. Cost $68.06 Unrealized +54.6%
FAGCX FIDELITY ADVISOR GROWTH OPP FUND 0.0%
Value ($000) $437 Shares 4,523 Est. Cost $58.77 Unrealized
AMT AMERICAN TOWER CORP 0.0%
Value ($000) $428 Shares 1,862 Est. Cost $81.40 Unrealized +125.8%
AMGIX AMERICAN CENTURY INCOME GROWTH FD CL I 0.0%
Value ($000) $412 Shares 10,586 Est. Cost $32.11 Unrealized
WCMIX WCM FOCUSED INTERNATIONAL GROWTH FUND 0.0%
Value ($000) $406 Shares 21,451 Est. Cost $17.30 Unrealized
USBLX USAA GROWTH & TAX STRATEGY FUND 0.0%
Value ($000) $398 Shares 18,188 Est. Cost $20.12 Unrealized
VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 0.0%
Value ($000) $397 Shares 4,899 Est. Cost $79.29 Unrealized
INTC INTEL CORPORATION 0.0%
Value ($000) $395 Shares 6,596 Est. Cost $27.13 Unrealized +81.6%
FDWGX AMERICAN FDS DEVELOPING WORLD G & I F3 0.0%
Value ($000) $392 Shares 34,535 Est. Cost $10.11 Unrealized
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 0.0%
Value ($000) $385 Shares 4,220 Est. Cost $87.66 Unrealized
USSTX USAA TAX EXEMPT SHORT TERM FUND 0.0%
Value ($000) $384 Shares 36,451 Est. Cost $10.64 Unrealized
CLX CLOROX COMPANY 0.0%
Value ($000) $381 Shares 2,480 Est. Cost $106.21 Unrealized +17.3%
DHR DANAHER CORP DEL COM 0.0%
Value ($000) $375 Shares 2,448 Est. Cost $68.08 Unrealized +80.7%
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $375 Shares 4,038 Est. Cost $79.59 Unrealized
ITOT ISHARES CORE SP TOTAL US STOCK MARKET ETF 0.0%
Value ($000) $367 Shares 5,043 Est. Cost $59.17 Unrealized
PSA PUBLIC STORAGE 0.0%
Value ($000) $358 Shares 1,681 Est. Cost $113.69 Unrealized +50.4%
BXP BOSTON PROPERTIES, INC 0.0%
Value ($000) $357 Shares 2,593 Est. Cost $72.81 Unrealized +36.3%
NEXTIER, INC. 0.0%
Value ($000) $351 Shares 3,600 Est. Cost $83.06 Unrealized
USTEX USAA TAX EXEMPT LONG TERM FUND 0.0%
Value ($000) $349 Shares 25,731 Est. Cost $13.44 Unrealized
UNITED TECHNOLOGIES INC 0.0%
Value ($000) $339 Shares 2,265 Est. Cost $95.78 Unrealized
O REALTY INCOME CORPORATION 0.0%
Value ($000) $339 Shares 4,608 Est. Cost $37.52 Unrealized +46.5%
AXP AMERICAN EXPRESS CO. 0.0%
Value ($000) $335 Shares 2,695 Est. Cost $80.46 Unrealized +36.9%
FLPSX FIDELITY LOW PRICED STOCK FUND 0.0%
Value ($000) $322 Shares 6,438 Est. Cost $52.68 Unrealized
WMT WAL-MART, INC. 0.0%
Value ($000) $320 Shares 2,690 Est. Cost $22.56 Unrealized +61.2%
IVFIX FEDERATED INTL STRATEGIC VALUE DIVIDEND 0.0%
Value ($000) $313 Shares 85,679 Est. Cost $3.92 Unrealized
SPOKE HOLLOW RANCH, INC. 0.0%
Value ($000) $313 Shares 116,391 Est. Cost $3.44 Unrealized
NEE NEXTERA ENERGY 0.0%
Value ($000) $303 Shares 1,251 Est. Cost $26.99 Unrealized +85.9%
USGNX USAA GOVERNMENT SECURITIES FUND 0.0%
Value ($000) $297 Shares 30,042 Est. Cost $10.01 Unrealized
PRFDX T ROWE PRICE EQUITY INCOME FUND 0.0%
Value ($000) $280 Shares 8,747 Est. Cost $31.33 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.0%
Value ($000) $278 Shares 1,580 Est. Cost $140.31 Unrealized
V VISA INC 0.0%
Value ($000) $274 Shares 1,459 Est. Cost $121.78 Unrealized +41.7%
EQR EQUITY RESIDENTIAL 0.0%
Value ($000) $267 Shares 3,298 Est. Cost $42.98 Unrealized +56.0%
DBC INVESCO DB COMMODITY INDEX TRACKING FUND 0.0%
Value ($000) $261 Shares 16,386 Est. Cost $17.70 Unrealized
IJJ ISHARES SP MID CAP 400 VALUE ETF 0.0%
Value ($000) $257 Shares 1,504 Est. Cost $120.60 Unrealized
IWD ISHARES RUSSELL 1000 VALUE INDEX FUND 0.0%
Value ($000) $256 Shares 1,875 Est. Cost $126.35 Unrealized
RVTY PERKINELMER INC 0.0%
Value ($000) $255 Shares 2,630 Est. Cost $75.69 Unrealized +16.3%
IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF 0.0%
Value ($000) $253 Shares 1,309 Est. Cost $97.00 Unrealized
ALG ALAMO GROUP INC 0.0%
Value ($000) $251 Shares 2,000 Est. Cost $97.45 Unrealized +16.1%
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $250 Shares 4,229 Est. Cost $33.67 Unrealized +31.7%
SPG SIMON PPTY GROUP (PREV SIMON DEBARTOLO GRP) 0.0%
Value ($000) $248 Shares 1,664 Est. Cost $99.00 Unrealized +7.6%
FKINX FRANKLIN INCOME FUND CL A 0.0%
Value ($000) $246 Shares 104,492 Est. Cost $2.30 Unrealized
VFC VF CORPORATION 0.0%
Value ($000) $238 Shares 2,388 Est. Cost $50.35 Unrealized +78.0%
VWNAX VANGUARD WINDSOR II FUND ADMIRAL SHS 0.0%
Value ($000) $238 Shares 3,682 Est. Cost $66.93 Unrealized
EQIX EQUINIX INC 0.0%
Value ($000) $236 Shares 404 Est. Cost $349.39 Unrealized +43.5%
ROP ROPER TECHNOLOGIES INC 0.0%
Value ($000) $223 Shares 630 Est. Cost $253.47 Unrealized +31.4%
PDRDX PRINCIPAL DIVERSIFIED REAL ASSET INST 0.0%
Value ($000) $222 Shares 19,079 Est. Cost $12.00 Unrealized
WFC WELLS FARGO & CO NEW 0.0%
Value ($000) $222 Shares 4,121 Est. Cost $45.09 Unrealized -0.9%
VWSUX VANGUARD SHORT TERM TAX EXEMPT ADMIRAL SHS 0.0%
Value ($000) $221 Shares 13,920 Est. Cost $15.84 Unrealized
PRITX T ROWE PRICE INTERNATIONAL STOCK FUND 0.0%
Value ($000) $220 Shares 11,760 Est. Cost $15.15 Unrealized
FIHBX FEDERATED INSTITUTIONAL HIGH YIELD BOND CL F 0.0%
Value ($000) $218 Shares 21,978 Est. Cost $9.98 Unrealized
COP CONOCOPHILLIPS 0.0%
Value ($000) $217 Shares 3,344 Est. Cost $45.63 Unrealized +3.4%
CUBIC CORPORATION 0.0%
Value ($000) $215 Shares 3,375 Est. Cost $63.70 Unrealized
IBM IBM 0.0%
Value ($000) $209 Shares 1,560 Est. Cost $104.64 Unrealized -4.5%
DLR DIGITAL REALTY TRUST INC 0.0%
Value ($000) $205 Shares 1,708 Est. Cost $50.18 Unrealized +98.2%
DVY ISHARES SELECT DIVIDEND ETF 0.0%
Value ($000) $201 Shares 1,903 Est. Cost $64.99 Unrealized
VWELX VANGUARD WELLINGTON FUND INV 0.0%
Value ($000) $201 Shares 4,638 Est. Cost $40.81 Unrealized
CI CIGNA CORPORATION 0.0%
Value ($000) $199 Shares 973 Est. Cost $174.72 Unrealized -4.0%
FCNTX FIDELITY CONTRA FUND 0.0%
Value ($000) $199 Shares 14,493 Est. Cost $19.20 Unrealized
AVB AVALONBAY COMMUNITIES INC 0.0%
Value ($000) $197 Shares 940 Est. Cost $142.09 Unrealized +21.4%
NUVEEN PENNSYLVANIA QUALITY MUNICIPAL INCOME 0.0%
Value ($000) $196 Shares 13,839 Est. Cost $12.65 Unrealized
PRNEX T ROWE PRICE NEW ERA FUND 0.0%
Value ($000) $194 Shares 5,630 Est. Cost $46.33 Unrealized
FIS FIDELITY NATIONAL INFORMATION SERVICES INC 0.0%
Value ($000) $192 Shares 1,379 Est. Cost $63.79 Unrealized +85.9%
QQQ INVESCO QQQ TRUST SERIES 1 0.0%
Value ($000) $191 Shares 900 Est. Cost $172.60 Unrealized
PARSLEY ENERGY INC CLASS A 0.0%
Value ($000) $189 Shares 10,000 Est. Cost $27.80 Unrealized
USAIX USAA INCOME FUND 0.0%
Value ($000) $188 Shares 14,031 Est. Cost $13.12 Unrealized
BAC BANK OF AMERICA CORP 0.0%
Value ($000) $183 Shares 5,184 Est. Cost $21.17 Unrealized +31.3%
GBCI GLACIER BANCORP INC 0.0%
Value ($000) $182 Shares 3,950 Est. Cost $30.68 Unrealized +15.7%
MLM MARTIN MARIETTA MATERIALS INC 0.0%
Value ($000) $182 Shares 650 Est. Cost $204.42 Unrealized +25.0%
KLAC KLA CORPORATION 0.0%
Value ($000) $178 Shares 1,000 Est. Cost $127.98 Unrealized +21.7%
MDIZX MFS INTERNATIONAL DIVERSIFICATION FD R6 0.0%
Value ($000) $177 Shares 8,393 Est. Cost $20.64 Unrealized
SGENX FIRST EAGLE GLOBAL CL A 0.0%
Value ($000) $164 Shares 2,831 Est. Cost $57.93 Unrealized
LUV SOUTHWEST AIRLINES CO. 0.0%
Value ($000) $163 Shares 3,028 Est. Cost $42.64 Unrealized +20.2%
AEP AMERICAN ELECTRIC POWER COMPANY 0.0%
Value ($000) $161 Shares 1,705 Est. Cost $49.29 Unrealized +50.6%
IEFA ISHARES CORE MSCI EAFE ETF 0.0%
Value ($000) $160 Shares 2,450 Est. Cost $63.82 Unrealized
FPURX FIDELITY PURITAN FUND 0.0%
Value ($000) $159 Shares 6,971 Est. Cost $22.19 Unrealized
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $157 Shares 1,697 Est. Cost $61.44 Unrealized +21.8%
IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STK ETF 0.0%
Value ($000) $157 Shares 2,532 Est. Cost $60.64 Unrealized
SYY SYSCO CORPORATION 0.0%
Value ($000) $156 Shares 1,820 Est. Cost $63.45 Unrealized +8.0%
DOC HEALTHPEAK PROPERTIES INC 0.0%
Value ($000) $156 Shares 4,527 Est. Cost $25.47 Unrealized 0.0%
SCHX SCHWAB U.S. LARGE-CAP ETF 0.0%
Value ($000) $151 Shares 1,970 Est. Cost $63.96 Unrealized
XEL XCEL ENERGY, INC. 0.0%
Value ($000) $149 Shares 2,342 Est. Cost $31.12 Unrealized +66.1%
DODIX DODGE COX INCOME FUND 0.0%
Value ($000) $146 Shares 10,438 Est. Cost $13.67 Unrealized
FWGIX AMERICAN CAPITAL WORLD GROWTH AND INCOME F3 0.0%
Value ($000) $144 Shares 2,748 Est. Cost $49.79 Unrealized
JPMORGAN ALERIAN MLP INDEX ETN 0.0%
Value ($000) $144 Shares 6,581 Est. Cost $42.47 Unrealized
CFR CULLEN FROST BANKERS INC 0.0%
Value ($000) $137 Shares 1,397 Est. Cost $83.25 Unrealized -7.4%
WELL WELLTOWER INC 0.0%
Value ($000) $136 Shares 1,659 Est. Cost $48.15 Unrealized +47.7%
ILMN ILLUMINA INC 0.0%
Value ($000) $134 Shares 405 Est. Cost $132.35 Unrealized +129.0%
XLU UTILITIES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $133 Shares 2,059 Est. Cost $57.54 Unrealized
TOTL SPDR DOUBLELINE TOTAL RETURN TACTICAL ETF 0.0%
Value ($000) $132 Shares 2,697 Est. Cost $49.24 Unrealized
GENERAL ELECTRIC COMPANY 0.0%
Value ($000) $132 Shares 11,768 Est. Cost $17.72 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $131 Shares 1,175 Est. Cost $72.65 Unrealized +20.3%
ITW ILLINOIS TOOL WORKS INC. 0.0%
Value ($000) $130 Shares 721 Est. Cost $118.28 Unrealized +23.7%
FHIGX FIDELITY MUNICIPAL INCOME FUND 0.0%
Value ($000) $130 Shares 9,664 Est. Cost $13.35 Unrealized
IWR ISHARES RUSSELL MID-CAP ETF 0.0%
Value ($000) $128 Shares 2,148 Est. Cost $67.27 Unrealized
PPL PPL CORP COM 0.0%
Value ($000) $127 Shares 3,547 Est. Cost $17.35 Unrealized +49.3%
MA MASTERCARD INC 0.0%
Value ($000) $126 Shares 422 Est. Cost $240.12 Unrealized +13.5%
CB CHUBB LTD 0.0%
Value ($000) $125 Shares 800 Est. Cost $113.22 Unrealized +22.3%
TEPLX TEMPLETON GROWTH FUND, INC. 0.0%
Value ($000) $125 Shares 5,526 Est. Cost $26.30 Unrealized
VSS VANGUARD FTSE ALL WORLD EX-US SMALL CAP ETF 0.0%
Value ($000) $125 Shares 1,122 Est. Cost $103.91 Unrealized
LOW LOWE'S COS. INC. 0.0%
Value ($000) $123 Shares 1,030 Est. Cost $72.15 Unrealized +41.9%
KMB KIMBERLY CLARK CORP 0.0%
Value ($000) $121 Shares 874 Est. Cost $72.69 Unrealized +49.7%
SPOKE HOLLOW RANCH, INC. 0.0%
Value ($000) $121 Shares 44,900 Est. Cost $3.34 Unrealized
FDGRX FIDELITY GROWTH COMPANY FUND 0.0%
Value ($000) $115 Shares 5,376 Est. Cost $35.07 Unrealized
IGF ISHARES S&P GLOBAL INFRASTRUCTURE INDEX FUND 0.0%
Value ($000) $113 Shares 2,353 Est. Cost $46.55 Unrealized
ABT ABBOTT LABORATORIES 0.0%
Value ($000) $110 Shares 1,272 Est. Cost $61.11 Unrealized +23.2%
VTIP VANGUARD S/T INFLATION-PROTECTED SEC INDEX FD 0.0%
Value ($000) $108 Shares 2,182 Est. Cost $49.14 Unrealized
UBS ETRACS ALERIAN MLP INFRASTRUCTURE INDEX 0.0%
Value ($000) $108 Shares 5,563 Est. Cost $27.11 Unrealized
JAGIX JANUS HENDERSON GROWTH INCOME FD CL T 0.0%
Value ($000) $108 Shares 1,773 Est. Cost $41.02 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $106 Shares 1,794 Est. Cost $71.89 Unrealized
ALL ALLSTATE CORP. 0.0%
Value ($000) $104 Shares 922 Est. Cost $64.87 Unrealized +45.2%
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FD 0.0%
Value ($000) $104 Shares 827 Est. Cost $71.52 Unrealized
AEE AMEREN CORP 0.0%
Value ($000) $102 Shares 1,333 Est. Cost $31.48 Unrealized +102.2%
EFG ISHARES MSCI EAFE GROWTH ETF 0.0%
Value ($000) $102 Shares 1,176 Est. Cost $68.03 Unrealized
FIRST TEXAS BANCORP, INC. 0.0%
Value ($000) $101 Shares 510 Est. Cost $180.39 Unrealized
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $100 Shares 1,852 Est. Cost $53.07 Unrealized
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $99 Shares 1,542 Est. Cost $27.24 Unrealized -10.0%
HLIZX HARDING LOEVNER INTERNATIONAL EQUITY INST Z 0.0%
Value ($000) $98 Shares 4,101 Est. Cost $22.79 Unrealized
WU WESTERN UNION COMPANY 0.0%
Value ($000) $96 Shares 3,600 Est. Cost $19.14 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $92 Shares 554 Est. Cost $131.75 Unrealized
ATO ATMOS ENERGY CORPORATION 0.0%
Value ($000) $91 Shares 815 Est. Cost $52.80 Unrealized +78.5%
FBIN FORTUNE BRANDS HOME & SECURITY INC 0.0%
Value ($000) $91 Shares 1,399 Est. Cost $30.75 Unrealized +56.0%
MDT MEDTRONIC PLC 0.0%
Value ($000) $90 Shares 789 Est. Cost $89.34 Unrealized +3.6%
ADI ANALOG DEVICES INC 0.0%
Value ($000) $88 Shares 740 Est. Cost $53.19 Unrealized +89.6%
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $87 Shares 1,389 Est. Cost $48.39 Unrealized
DFEMX DFA EMERGING MKTS PRTFOLIO 0.0%
Value ($000) $86 Shares 2,959 Est. Cost $22.59 Unrealized
BX BLACKSTONE GROUP INC 0.0%
Value ($000) $84 Shares 1,500 Est. Cost $39.22 Unrealized +7.3%
VWLUX VANGUARD LONG TERM TAX EXEMPT ADMIRAL SHARES 0.0%
Value ($000) $83 Shares 6,959 Est. Cost $11.93 Unrealized
CMI CUMMINS INC 0.0%
Value ($000) $82 Shares 455 Est. Cost $106.93 Unrealized +41.3%
JPIB JPMORGAN GLOBAL BOND OPPORTUNITIES 0.0%
Value ($000) $81 Shares 1,620 Est. Cost $50.04 Unrealized
STT STATE STREET CORP 0.0%
Value ($000) $80 Shares 1,010 Est. Cost $72.86 Unrealized -20.9%
LSGBX LOOMIS SAYLES GLOBAL BOND FUND 0.0%
Value ($000) $80 Shares 4,705 Est. Cost $16.31 Unrealized
FELE FRANKLIN ELECTRIC CO INC 0.0%
Value ($000) $75 Shares 1,300 Est. Cost $39.52 Unrealized +25.5%
QCOM QUALCOMM INC 0.0%
Value ($000) $74 Shares 835 Est. Cost $52.97 Unrealized +37.5%
VTI VANGUARD TOTAL STOCK MARKET ETF 0.0%
Value ($000) $74 Shares 450 Est. Cost $130.64 Unrealized
TGT TARGET CORP 0.0%
Value ($000) $74 Shares 578 Est. Cost $49.95 Unrealized +99.9%
VGT VANGUARD INFORMATION TECHNOLOGY ETF 0.0%
Value ($000) $73 Shares 300 Est. Cost $148.29 Unrealized
EATON VANCE TAX ADVANTAGED GLOBAL DIV INC FD 0.0%
Value ($000) $73 Shares 4,050 Est. Cost $16.79 Unrealized
IDA IDACORP INC 0.0%
Value ($000) $73 Shares 685 Est. Cost $93.46 Unrealized +14.4%
VTR VENTAS INC 0.0%
Value ($000) $71 Shares 1,237 Est. Cost $38.41 Unrealized +28.0%
ST LOUIS BANCSHARES, INC. COMMON STOCK 0.0%
Value ($000) $68 Shares 14,400 Est. Cost $4.72 Unrealized
RC READY CAPITAL CORPORATION 0.0%
Value ($000) $67 Shares 4,337 Est. Cost $14.99 Unrealized
IGAIX AMERICAN INTERNATIONAL GROWTH & INCOME F3 0.0%
Value ($000) $66 Shares 1,828 Est. Cost $35.01 Unrealized
AMP AMERIPRISE FINANCIAL INC. 0.0%
Value ($000) $65 Shares 391 Est. Cost $121.54 Unrealized +14.7%
DFALX DFA L/C INTERNATIONAL PORTF 0.0%
Value ($000) $65 Shares 2,756 Est. Cost $19.59 Unrealized
FTV FORTIVE CORP 0.0%
Value ($000) $65 Shares 850 Est. Cost $42.43 Unrealized +3.7%
VV VANGUARD LARGE-CAP ETF 0.0%
Value ($000) $65 Shares 440 Est. Cost $147.73 Unrealized
VTV VANGUARD VALUE ETF 0.0%
Value ($000) $64 Shares 538 Est. Cost $109.41 Unrealized
NATIONAL INSTRUMENTS CORPORATION 0.0%
Value ($000) $64 Shares 1,500 Est. Cost $50.67 Unrealized
RSP INVESCO S&P 500 EQUAL WEIGHT PORTFOLIO 0.0%
Value ($000) $64 Shares 556 Est. Cost $102.52 Unrealized
ABBV ABBVIE INC 0.0%
Value ($000) $62 Shares 692 Est. Cost $67.49 Unrealized -4.2%
RHI ROBERT HALF INTERNATIONAL INC 0.0%
Value ($000) $60 Shares 955 Est. Cost $53.82 Unrealized +7.9%
DU PONT E I DE NEMOURS $3.5 PFD SERIES A 0.0%
Value ($000) $60 Shares 700 Est. Cost $86.12 Unrealized
NJR NEW JERSEY RESOURCES CORP. 0.0%
Value ($000) $59 Shares 1,332 Est. Cost $21.03 Unrealized +63.3%
DBEF X-TRACKERS MSCI EAFE HEDGED EQUITY ETF 0.0%
Value ($000) $58 Shares 1,721 Est. Cost $30.00 Unrealized
PHILLIPS EDISON GROCERY CTR REIT II 0.0%
Value ($000) $56 Shares 2,440 Est. Cost $22.74 Unrealized
TGRIX AMERICAN CENTURY INTL GROWTH FD CL I 0.0%
Value ($000) $55 Shares 4,339 Est. Cost $11.71 Unrealized
KMI KINDER MORGAN INC 0.0%
Value ($000) $54 Shares 2,550 Est. Cost $17.68 Unrealized -20.5%
EXC EXELON CORPORATION 0.0%
Value ($000) $53 Shares 1,165 Est. Cost $21.05 Unrealized +23.6%
TROIX T ROWE PRICE OVERSEAS STOCK-I 0.0%
Value ($000) $53 Shares 4,754 Est. Cost $10.35 Unrealized
BA BOEING COMPANY 0.0%
Value ($000) $51 Shares 157 Est. Cost $220.62 Unrealized +59.1%
VEXRX VANGUARD EXPLORER FUND ADMIRAL SHARES 0.0%
Value ($000) $50 Shares 518 Est. Cost $85.43 Unrealized
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $49 Shares 240 Est. Cost $98.39 Unrealized +69.1%
COHEN & STEERS QUALITY INCOME REALTY FUND INC 0.0%
Value ($000) $49 Shares 3,325 Est. Cost $11.73 Unrealized
ROYAL DUTCH SHELL PLC SPON ADR 0.0%
Value ($000) $49 Shares 830 Est. Cost $63.33 Unrealized
FEDERAL REALTY INVS TRUST 0.0%
Value ($000) $49 Shares 381 Est. Cost $128.61 Unrealized
CAT CATERPILLAR INC. 0.0%
Value ($000) $49 Shares 334 Est. Cost $98.63 Unrealized +24.7%
ETR ENTERGY CORPORATION NEW 0.0%
Value ($000) $48 Shares 400 Est. Cost $47.17 Unrealized 0.0%
TSCO TRACTOR SUPPLY COMPANY 0.0%
Value ($000) $47 Shares 500 Est. Cost $12.62 Unrealized +36.5%
SYK STRYKER CORP 0.0%
Value ($000) $47 Shares 226 Est. Cost $112.86 Unrealized +72.1%
XLF FINANCIAL SELECT SECTOR SPDR ETF 0.0%
Value ($000) $47 Shares 1,520 Est. Cost $20.88 Unrealized
PFG PRINCIPAL FINANCIAL GROUP 0.0%
Value ($000) $46 Shares 832 Est. Cost $31.36 Unrealized +37.7%
BAX BAXTER INTERNATIONAL INC. 0.0%
Value ($000) $46 Shares 547 Est. Cost $48.09 Unrealized +52.6%
IVW ISHARES SP 500 GROWTH ETF 0.0%
Value ($000) $45 Shares 230 Est. Cost $195.65 Unrealized
EEM ISHARES MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $45 Shares 1,003 Est. Cost $43.15 Unrealized
CNI CANADIAN NATIONAL RAILWAY CO 0.0%
Value ($000) $45 Shares 496 Est. Cost $70.62 Unrealized +13.3%
CRANE CO 0.0%
Value ($000) $44 Shares 506 Est. Cost $58.54 Unrealized
AZN ASTRAZENECA PLC-SPONS ADR 0.0%
Value ($000) $43 Shares 866 Est. Cost $41.02 Unrealized
CTVA CORTEVA INC 0.0%
Value ($000) $42 Shares 1,410 Est. Cost $25.02 Unrealized -2.1%
JNK SPDR BLOOMBERG BARCLAYS HIGH YIELD BOND 0.0%
Value ($000) $42 Shares 380 Est. Cost $108.82 Unrealized
GIS GENERAL MILLS INC 0.0%
Value ($000) $42 Shares 775 Est. Cost $34.99 Unrealized +22.3%
WCN WASTE CONNECTIONS INC 0.0%
Value ($000) $41 Shares 450 Est. Cost $67.40 Unrealized +29.2%
OXY OCCIDENTAL PETROLEUM CORP. 0.0%
Value ($000) $40 Shares 963 Est. Cost $54.24 Unrealized -33.6%
BURKE HERBERT BANK TRUST 0.0%
Value ($000) $40 Shares 18 Est. Cost $2170.07 Unrealized
IYR ISHARES U.S. REAL ESTATE ETF 0.0%
Value ($000) $40 Shares 426 Est. Cost $70.07 Unrealized
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $39 Shares 221 Est. Cost $123.95 Unrealized +25.8%
CSDIX COHEN STEERS REAL ESTATE SECURITIES FD I 0.0%
Value ($000) $38 Shares 2,147 Est. Cost $18.08 Unrealized
BK BANK OF NEW YORK MELLON CORP 0.0%
Value ($000) $38 Shares 753 Est. Cost $38.98 Unrealized +2.4%
CIMAREX ENERGY CO. 0.0%
Value ($000) $38 Shares 720 Est. Cost $52.78 Unrealized
YUM YUM! BRANDS INC. 0.0%
Value ($000) $38 Shares 373 Est. Cost $66.58 Unrealized +38.7%
VXF VANGUARD EXTENDED MARKET ETF 0.0%
Value ($000) $38 Shares 300 Est. Cost $96.67 Unrealized
CME CME GROUP INC 0.0%
Value ($000) $37 Shares 182 Est. Cost $100.94 Unrealized +60.5%
IYF ISHARES U.S. FINANCIALS ETF 0.0%
Value ($000) $37 Shares 268 Est. Cost $138.06 Unrealized
BP BP PLC SPONS ADR 0.0%
Value ($000) $37 Shares 980 Est. Cost $42.35 Unrealized
ORI OLD REPUBLIC INTERNATIONAL CORPORATION 0.0%
Value ($000) $36 Shares 1,600 Est. Cost $13.83 Unrealized 0.0%
SRE SEMPRA ENERGY 0.0%
Value ($000) $35 Shares 228 Est. Cost $48.34 Unrealized +24.1%
RWX SPDR DOW JONES INTERNATIONAL REAL ESTATE ETF 0.0%
Value ($000) $34 Shares 881 Est. Cost $40.29 Unrealized
HE HAWAIIAN ELECTRIC INDUSTRIES INC 0.0%
Value ($000) $34 Shares 730 Est. Cost $33.33 Unrealized +34.4%
USAAX USAA GROWTH FUND 0.0%
Value ($000) $33 Shares 1,255 Est. Cost $26.99 Unrealized
AVY AVERY DENNISON CORPORATION 0.0%
Value ($000) $32 Shares 241 Est. Cost $60.56 Unrealized +87.4%
ROYAL DUTCH SHELL PLC 0.0%
Value ($000) $31 Shares 516 Est. Cost $65.81 Unrealized
RFG INVESCO S&P MIDCAP 400 PURE GROWTH ETF 0.0%
Value ($000) $31 Shares 200 Est. Cost $162.86 Unrealized
OEF ISHARES SP 100 ETF 0.0%
Value ($000) $31 Shares 215 Est. Cost $144.19 Unrealized
RPM RPM INTERNATIONAL INC 0.0%
Value ($000) $31 Shares 400 Est. Cost $38.93 Unrealized +86.3%
DEO DIAGEO PLC-SPONSORED ADR 0.0%
Value ($000) $31 Shares 187 Est. Cost $144.02 Unrealized
WEN WENDY'S INTERNATIONAL INC 0.0%
Value ($000) $31 Shares 1,417 Est. Cost $21.21 Unrealized 0.0%
FNF FNF GROUP 0.0%
Value ($000) $30 Shares 661 Est. Cost $16.74 Unrealized +101.1%
TDIV FIRST TRUST NASDAQ TECHNOLOGY DVD INDEX 0.0%
Value ($000) $30 Shares 700 Est. Cost $40.00 Unrealized
SHW SHERWIN - WILLIAMS COMPANY 0.0%
Value ($000) $30 Shares 51 Est. Cost $103.03 Unrealized +75.3%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $30 Shares 329 Est. Cost $66.79 Unrealized +7.4%
MIGFX MFS MASS INVESTORS GROWTH STOCK FUND CL A 0.0%
Value ($000) $29 Shares 879 Est. Cost $31.10 Unrealized
USISX USAA INCOME STOCK FUND 0.0%
Value ($000) $28 Shares 1,548 Est. Cost $18.93 Unrealized
LZOEX LAZARD EMERGING MARKETS EQUITY PORTFOLIO 0.0%
Value ($000) $27 Shares 1,402 Est. Cost $19.26 Unrealized
LMGNX CLEARBRIDGE INTERNATIONAL GROWTH FD I 0.0%
Value ($000) $27 Shares 503 Est. Cost $49.70 Unrealized
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $27 Shares 79 Est. Cost $238.08 Unrealized +33.4%
VTMGX VANGUARD DEVELOPED MARKETS INDEX ADM 0.0%
Value ($000) $27 Shares 1,944 Est. Cost $13.71 Unrealized
BGS BG FOODS INC 0.0%
Value ($000) $27 Shares 1,498 Est. Cost $9.63 Unrealized 0.0%
VWINX VANGUARD WELLESLEY INCOME FUND INV 0.0%
Value ($000) $27 Shares 1,000 Est. Cost $25.67 Unrealized
FISV FISERV, INC. 0.0%
Value ($000) $27 Shares 230 Est. Cost $66.67 Unrealized +65.6%
DODFX DODGE COX INTERNATIONAL STOCK FUND 0.0%
Value ($000) $26 Shares 607 Est. Cost $42.83 Unrealized
C CITIGROUP INC 0.0%
Value ($000) $25 Shares 315 Est. Cost $46.49 Unrealized +27.5%
MAR MARRIOTT INTERNATIONAL INC 0.0%
Value ($000) $24 Shares 161 Est. Cost $128.46 Unrealized 0.0%
PRIUX T ROWE PRICE INTERNATIONAL STOCK FUND 0.0%
Value ($000) $23 Shares 1,218 Est. Cost $18.88 Unrealized
DRI DARDEN RESTAURANTS 0.0%
Value ($000) $22 Shares 200 Est. Cost $90.25 Unrealized +6.2%
LINDE PLC 0.0%
Value ($000) $21 Shares 100 Est. Cost $178.05 Unrealized
MEDIX MFS EMERGING MARKETS DEBT FUND I 0.0%
Value ($000) $20 Shares 1,358 Est. Cost $14.75 Unrealized
PKG PACKAGING CORP OF AMERICA 0.0%
Value ($000) $20 Shares 179 Est. Cost $85.98 Unrealized +6.4%
UNILEVER N V NY SHARES NEW 0.0%
Value ($000) $19 Shares 333 Est. Cost $48.15 Unrealized
OMC OMNICOM GROUP INC 0.0%
Value ($000) $19 Shares 240 Est. Cost $49.79 Unrealized +25.6%
PDP INVESCO DWA MOMENTUM PORTFOLIO 0.0%
Value ($000) $19 Shares 293 Est. Cost $55.07 Unrealized
FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FD 0.0%
Value ($000) $19 Shares 529 Est. Cost $34.03 Unrealized
TSWIX TRANSAMERICA INTERNATIONAL EQUITY CL I 0.0%
Value ($000) $19 Shares 1,054 Est. Cost $18.03 Unrealized
VOD VODAFONE GROUP PLC 0.0%
Value ($000) $19 Shares 999 Est. Cost $19.44 Unrealized
TGEIX TCW EMERGING MARKETS INCOME FUND 0.0%
Value ($000) $19 Shares 2,265 Est. Cost $8.49 Unrealized
ECL ECOLAB INC 0.0%
Value ($000) $19 Shares 100 Est. Cost $139.04 Unrealized +27.8%
MGEE MGE ENERGY, INC. 0.0%
Value ($000) $19 Shares 236 Est. Cost $59.70 Unrealized +13.1%
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $18 Shares 582 Est. Cost $19.43 Unrealized +18.0%
BR BROADRIDGE FINANCIAL SOLUTIONS, INC. 0.0%
Value ($000) $18 Shares 148 Est. Cost $103.76 Unrealized +6.1%
QUAL ISHARES EDGE MSCI USA QUALITY FACTOR ETF 0.0%
Value ($000) $18 Shares 179 Est. Cost $100.56 Unrealized
VMNFX VANGUARD MARKET NEUTRAL FUND-INV 0.0%
Value ($000) $18 Shares 1,840 Est. Cost $11.80 Unrealized
PRU PRUDENTIAL FINANCIAL, INC. 0.0%
Value ($000) $18 Shares 196 Est. Cost $72.67 Unrealized -7.3%
ARTNA ARTESIAN RESOURCES CORP CL A 0.0%
Value ($000) $18 Shares 495 Est. Cost $19.16 Unrealized +61.2%
CATH GLOBAL X SP 500 CATHOLIC VALUES ETF 0.0%
Value ($000) $18 Shares 450 Est. Cost $35.56 Unrealized
DGX QUEST DIAGNOSTICS 0.0%
Value ($000) $17 Shares 160 Est. Cost $84.74 Unrealized +9.1%
AEMSX ABERDEEN EMERGING MARKETS FUND INST 0.0%
Value ($000) $17 Shares 1,051 Est. Cost $16.18 Unrealized
JLL JONES LANG LASALLE INC 0.0%
Value ($000) $17 Shares 100 Est. Cost $155.80 Unrealized +0.8%
TRV THE TRAVELERS COMPANIES, INC 0.0%
Value ($000) $17 Shares 125 Est. Cost $118.46 Unrealized +0.7%
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $17 Shares 116 Est. Cost $108.20 Unrealized +21.3%
USSBX USAA SHORT TERM BOND FUND 0.0%
Value ($000) $16 Shares 1,770 Est. Cost $9.23 Unrealized
TCW STRATEGIC INCOME FUND INC 0.0%
Value ($000) $16 Shares 2,700 Est. Cost $5.56 Unrealized
USIBX USAA INTERMEDIATE TERM BOND FUND 0.0%
Value ($000) $16 Shares 1,504 Est. Cost $10.64 Unrealized
USCAX USAA SMALL CAP STOCK FUND 0.0%
Value ($000) $16 Shares 981 Est. Cost $16.31 Unrealized
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $16 Shares 246 Est. Cost $51.76 Unrealized -0.9%
AQUA AMERICA INC. 0.0%
Value ($000) $16 Shares 347 Est. Cost $27.04 Unrealized
XLB MATERIALS SELECT SECTOR SPDR TRUST FUND 0.0%
Value ($000) $15 Shares 238 Est. Cost $50.08 Unrealized
FKRCX FRANKLIN GOLD AND PRECIOUS METALS FUND 0.0%
Value ($000) $15 Shares 776 Est. Cost $19.33 Unrealized
USHYX USAA HIGH INCOME FUND 0.0%
Value ($000) $15 Shares 1,844 Est. Cost $8.13 Unrealized
FSGAX FRANKLIN SMALL MIDCAP GROWTH FUND ADVISOR SHS 0.0%
Value ($000) $14 Shares 386 Est. Cost $38.71 Unrealized
BBH VANECK VECTORS BIOTECH ETF 0.0%
Value ($000) $14 Shares 100 Est. Cost $105.00 Unrealized
RWR SPDR DOW JONES REIT ETF 0.0%
Value ($000) $14 Shares 137 Est. Cost $76.36 Unrealized
ABEMX ABERDEEN EMERGING MARKETS INST 0.0%
Value ($000) $14 Shares 904 Est. Cost $13.92 Unrealized
FOX FOX CORP- CLASS B 0.0%
Value ($000) $14 Shares 392 Est. Cost $30.82 Unrealized 0.0%
OGE OGE ENERGY CORP 0.0%
Value ($000) $14 Shares 325 Est. Cost $29.03 Unrealized +48.8%
WM WASTE MANAGEMENT INC (NEW) 0.0%
Value ($000) $13 Shares 115 Est. Cost $97.23 Unrealized +5.0%
FIADX FIDELITY INTERNATIONAL DISCOVERY FD CL I 0.0%
Value ($000) $13 Shares 290 Est. Cost $44.83 Unrealized
TAMALE BLANCA, INC 0.0%
Value ($000) $13 Shares 500 Est. Cost $14.00 Unrealized
IWB ISHARES RUSSELL 1000 INDEX FUND 0.0%
Value ($000) $13 Shares 74 Est. Cost $175.68 Unrealized
DISCOVER FINANCIAL SERVICES 0.0%
Value ($000) $13 Shares 156 Est. Cost $63.60 Unrealized
HST HOST HOTELS AND RESORTS INC 0.0%
Value ($000) $12 Shares 642 Est. Cost $12.10 Unrealized +14.6%
PNC PNC FINANCIAL SERVICES GROUP, INC. 0.0%
Value ($000) $12 Shares 75 Est. Cost $64.47 Unrealized +86.4%
IJS ISHARES SP SMALLCAP 600 VALUE ETF 0.0%
Value ($000) $12 Shares 77 Est. Cost $155.84 Unrealized
VEMAX VANGUARD EMERGING MARKETS STOCK INDEX-ADMIRAL 0.0%
Value ($000) $12 Shares 330 Est. Cost $37.83 Unrealized
NUE NUCOR CORPORATION 0.0%
Value ($000) $11 Shares 200 Est. Cost $41.53 Unrealized +16.1%
YORW YORK WATER CO 0.0%
Value ($000) $11 Shares 248 Est. Cost $19.17 Unrealized +101.5%
NWS NEWS CORPORATION CLASS B 0.0%
Value ($000) $11 Shares 771 Est. Cost $12.98 Unrealized 0.0%
USEMX USAA EMERGING MARKETS FUND 0.0%
Value ($000) $11 Shares 552 Est. Cost $19.93 Unrealized
GLW CORNING INCORPORATED 0.0%
Value ($000) $11 Shares 386 Est. Cost $26.49 Unrealized -7.8%
DIAMOND OFFSHORE DRILLING INC 0.0%
Value ($000) $11 Shares 1,580 Est. Cost $20.89 Unrealized
GUNR FLEXSHARES MORNINGSTAR GLOBAL UPSTREAM 0.0%
Value ($000) $11 Shares 322 Est. Cost $34.16 Unrealized
HRL HORMEL FOODS CORPORATION 0.0%
Value ($000) $11 Shares 238 Est. Cost $30.31 Unrealized +20.0%
HSY THE HERSHEY COMPANY 0.0%
Value ($000) $11 Shares 72 Est. Cost $89.11 Unrealized +44.1%
SNY SANOFI-AVENTIS - ADR 0.0%
Value ($000) $10 Shares 198 Est. Cost $45.37 Unrealized
HACAX HARBOR CAPITAL APPRECIATION FUND - INST 0.0%
Value ($000) $10 Shares 138 Est. Cost $56.64 Unrealized
TRREX T ROWE PRICE REAL ESTATE FUND 0.0%
Value ($000) $10 Shares 383 Est. Cost $28.20 Unrealized
AIG AMERICAN INTERNATIONAL GROUP INC 0.0%
Value ($000) $10 Shares 200 Est. Cost $42.60 Unrealized +5.9%
USIFX USAA INTERNATIONAL FUND 0.0%
Value ($000) $10 Shares 375 Est. Cost $26.67 Unrealized
MGIAX MFS INTERNATIONAL INTRINSIC VALUE FD A 0.0%
Value ($000) $9 Shares 193 Est. Cost $46.63 Unrealized
AEPFX AMERICAN EUROPACIFIC GROWTH FUND F2 0.0%
Value ($000) $9 Shares 164 Est. Cost $54.88 Unrealized
TAP MOLSON COORS BREWING CO - B 0.0%
Value ($000) $9 Shares 165 Est. Cost $63.15 Unrealized -27.3%
TEXAS OSAGE ROYALTY POOL, INC. 0.0%
Value ($000) $9 Shares 125 Est. Cost $72.00 Unrealized
FTABX FIDELITY SPARTAN TAX-FREE BOND FUND 0.0%
Value ($000) $9 Shares 721 Est. Cost $12.48 Unrealized
CENTURYLINK, INC. 0.0%
Value ($000) $9 Shares 650 Est. Cost $13.85 Unrealized
GPN GLOBAL PAYMENTS INC 0.0%
Value ($000) $9 Shares 51 Est. Cost $141.56 Unrealized +15.5%
TAK TAKEDA PHARMACEUTICAL COMPANY LTD-SP ADR 0.0%
Value ($000) $8 Shares 401 Est. Cost $18.26 Unrealized
WFBFX AMERICAN CAPITAL WORLD BOND FD F3 0.0%
Value ($000) $8 Shares 411 Est. Cost $19.45 Unrealized
VBK VANGUARD SMALL-CAP GROWTH ETF 0.0%
Value ($000) $8 Shares 40 Est. Cost $175.00 Unrealized
FBGRX FIDELITY BLUE CHIP GROWTH 0.0%
Value ($000) $8 Shares 70 Est. Cost $114.29 Unrealized
EL ESTEE LAUDER COMPANIES INC CL A 0.0%
Value ($000) $8 Shares 37 Est. Cost $112.12 Unrealized +59.9%
TEVA TEVA PHARMACEUTICAL SP ADR 0.0%
Value ($000) $7 Shares 695 Est. Cost $7.00 Unrealized
NI NISOURCE INC. 0.0%
Value ($000) $7 Shares 244 Est. Cost $22.34 Unrealized 0.0%
EW EDWARDS LIFESCIENCES CORPORATION 0.0%
Value ($000) $7 Shares 29 Est. Cost $55.75 Unrealized +40.1%
HAINX HARBOR INTERNATIONAL FD-INS 0.0%
Value ($000) $7 Shares 180 Est. Cost $63.78 Unrealized
CMA COMERICA INCORPORATED 0.0%
Value ($000) $7 Shares 100 Est. Cost $65.22 Unrealized -22.3%
VGSLX VANGUARD REAL ESTATE INDEX FD ADMIRAL SHARES 0.0%
Value ($000) $6 Shares 43 Est. Cost $112.08 Unrealized
LABORATORY CORPORATION OF AMERICA HOLDINGS 0.0%
Value ($000) $6 Shares 36 Est. Cost $167.18 Unrealized
NEUBERGER BERMAN ABSOLUTE RETURN MULTI MNGR 0.0%
Value ($000) $6 Shares 520 Est. Cost $11.11 Unrealized
NOK NOKIA CORP ADR A 0.0%
Value ($000) $6 Shares 1,600 Est. Cost $3.75 Unrealized
MPC MARATHON PETROLEUM CORPORATION 0.0%
Value ($000) $6 Shares 98 Est. Cost $49.53 Unrealized +4.3%
HYG ISHARES IBOXX $ HIGH YIELD CORP BD FUND 0.0%
Value ($000) $6 Shares 73 Est. Cost $87.04 Unrealized
BRISTOL MYERS SQUIBB COMPANY RIGHTS 0.0%
Value ($000) $6 Shares 2,128 Est. Cost $2.82 Unrealized
LUBY'S INC 0.0%
Value ($000) $5 Shares 2,097 Est. Cost $1.77 Unrealized
CX CEMEX SA - SPONS ADR 0.0%
Value ($000) $5 Shares 1,262 Est. Cost $10.07 Unrealized
MET METLIFE INC 0.0%
Value ($000) $5 Shares 95 Est. Cost $33.62 Unrealized +17.0%
CCL CARNIVAL CORP. 0.0%
Value ($000) $5 Shares 100 Est. Cost $51.24 Unrealized -14.4%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORPORATION 0.0%
Value ($000) $5 Shares 79 Est. Cost $68.37 Unrealized -17.6%
SWKS SKYWORKS SOLUTIONS INC 0.0%
Value ($000) $5 Shares 39 Est. Cost $52.11 Unrealized +62.8%
TROW T ROWE PRICE GROUP INC 0.0%
Value ($000) $5 Shares 40 Est. Cost $74.14 Unrealized +23.4%
IWP ISHARES RUSSELL MID-CAP GROWTH ETF 0.0%
Value ($000) $4 Shares 25 Est. Cost $160.00 Unrealized
PHM PULTE HOMES INC COM 0.0%
Value ($000) $4 Shares 100 Est. Cost $27.98 Unrealized +30.3%
CHTR CHARTER COMMUNICATIONS INC A 0.0%
Value ($000) $4 Shares 9 Est. Cost $460.22 Unrealized 0.0%
HAL HALLIBURTON CO 0.0%
Value ($000) $4 Shares 153 Est. Cost $23.25 Unrealized -19.2%
EA ELECTRONIC ARTS INC 0.0%
Value ($000) $4 Shares 38 Est. Cost $107.26 Unrealized -10.0%
TD TORONTO-DOMINION BANK 0.0%
Value ($000) $4 Shares 65 Est. Cost $56.71 Unrealized 0.0%
MFC MANULIFE FINANCIAL CORP 0.0%
Value ($000) $4 Shares 185 Est. Cost $19.10 Unrealized 0.0%
YUMC YUM CHINA HOLDING INC 0.0%
Value ($000) $4 Shares 80 Est. Cost $38.31 Unrealized +16.0%
TMUS T-MOBILE US INC 0.0%
Value ($000) $4 Shares 50 Est. Cost $66.61 Unrealized +14.1%
NORDSTROM, INC. 0.0%
Value ($000) $4 Shares 86 Est. Cost $50.31 Unrealized
LVS LAS VEGAS SANDS CORPORATION 0.0%
Value ($000) $4 Shares 54 Est. Cost $57.89 Unrealized 0.0%
MUTHX FRANKLIN MUTUAL SHARES FUND CL Z 0.0%
Value ($000) $4 Shares 143 Est. Cost $25.55 Unrealized
MPWR MONOLITHIC POWER SYSTEMS INC 0.0%
Value ($000) $3 Shares 19 Est. Cost $131.20 Unrealized +16.1%
SU SUNCOR ENERGY INC 0.0%
Value ($000) $3 Shares 99 Est. Cost $23.36 Unrealized +4.9%
MINIX MFS INTERNATIONAL INTRINSIC VALUE FD I 0.0%
Value ($000) $3 Shares 65 Est. Cost $35.78 Unrealized
TOTAL SA-SPON ADR 0.0%
Value ($000) $3 Shares 60 Est. Cost $59.17 Unrealized
VFH VANGUARD FINANCIALS ETF 0.0%
Value ($000) $3 Shares 40 Est. Cost $75.00 Unrealized
NUSTAR ENERGY LP 0.0%
Value ($000) $3 Shares 100 Est. Cost $44.62 Unrealized
CE CELANESE CORPORATION-SER A 0.0%
Value ($000) $3 Shares 25 Est. Cost $109.79 Unrealized 0.0%
FLEX FLEXTRONICS INTERNATIONAL LTD. 0.0%
Value ($000) $3 Shares 200 Est. Cost $8.62 Unrealized 0.0%
LAM RESEARCH CORPORATION 0.0%
Value ($000) $3 Shares 10 Est. Cost $300.00 Unrealized
DFITX DFA INTERNATIONAL REAL ESTATE SECURITIES PORT 0.0%
Value ($000) $3 Shares 586 Est. Cost $5.12 Unrealized
FCPT FOUR CORNERS PROPERTY TRUST 0.0%
Value ($000) $3 Shares 98 Est. Cost $20.41 Unrealized
CRM SALESFORCE.COM INC. 0.0%
Value ($000) $3 Shares 18 Est. Cost $145.59 Unrealized +6.4%
PRA HEALTH SCIENCES INC 0.0%
Value ($000) $3 Shares 27 Est. Cost $110.75 Unrealized
BABA ALIBABA GROUP HOLDING LTD 0.0%
Value ($000) $3 Shares 13 Est. Cost $175.66 Unrealized
BMO BANK OF MONTREAL 0.0%
Value ($000) $3 Shares 40 Est. Cost $55.37 Unrealized +4.5%
AVIVA PLC 0.0%
Value ($000) $2 Shares 192 Est. Cost $10.39 Unrealized
F FORD MOTOR COMPANY 0.0%
Value ($000) $2 Shares 230 Est. Cost $6.24 Unrealized +7.0%
FND FLOOR & DECOR HOLDINGS INC 0.0%
Value ($000) $2 Shares 42 Est. Cost $35.51 Unrealized +32.0%
FRANKLIN INTERNATIONAL SMALL CAP FUND 0.0%
Value ($000) $2 Shares 139 Est. Cost $14.39 Unrealized
ACTIVISION BLIZZARD INC 0.0%
Value ($000) $2 Shares 29 Est. Cost $48.66 Unrealized
HAIN HAIN CELESTIAL GROUP INC 0.0%
Value ($000) $2 Shares 63 Est. Cost $23.89 Unrealized 0.0%
CNP CENTERPOINT ENERGY INC. 0.0%
Value ($000) $2 Shares 75 Est. Cost $23.84 Unrealized -3.7%
IAA INC 0.0%
Value ($000) $2 Shares 34 Est. Cost $29.41 Unrealized
DAL DELTA AIR LINES INC 0.0%
Value ($000) $2 Shares 36 Est. Cost $47.03 Unrealized +15.0%
TE CONNECTIVITY LTD 0.0%
Value ($000) $2 Shares 25 Est. Cost $80.00 Unrealized
VAC MARRIOTT VACATIONS WORLDWIDE CORPORATION 0.0%
Value ($000) $2 Shares 12 Est. Cost $117.07 Unrealized 0.0%
GRMN GARMIN LTD 0.0%
Value ($000) $2 Shares 22 Est. Cost $55.05 Unrealized +47.4%
EOG EOG RESOURCES INC 0.0%
Value ($000) $2 Shares 20 Est. Cost $66.98 Unrealized -16.7%
MGDDY MICHELIN (CGDE) - UNSPONS ADR 0.0%
Value ($000) $2 Shares 76 Est. Cost $23.98 Unrealized
SPIRIT AEROSYSTEMS HOLDINGS INC CL A 0.0%
Value ($000) $2 Shares 25 Est. Cost $80.00 Unrealized
OPLN KAR AUCTION SERVICES INC 0.0%
Value ($000) $1 Shares 34 Est. Cost $19.09 Unrealized +19.5%
FTI TECHNIPFMC PLC 0.0%
Value ($000) $1 Shares 46 Est. Cost $16.21 Unrealized -8.3%
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $1 Shares 15 Est. Cost $38.23 Unrealized +14.1%
VIACOMCBS INC-CLASS B 0.0%
Value ($000) $1 Shares 12 Est. Cost $83.33 Unrealized
MAXIM INTEGRATED PRODUCTS INC 0.0%
Value ($000) $1 Shares 17 Est. Cost $56.73 Unrealized
BTI BRITISH AMERICAN TOB SP ADR 0.0%
Value ($000) $1 Shares 32 Est. Cost $36.30 Unrealized
TCEHY TENCENT HOLDINGS LTD UNS ADR 0.0%
Value ($000) $1 Shares 27 Est. Cost $45.26 Unrealized
GVA GRANITE CONSTRUCTION INC 0.0%
Value ($000) $1 Shares 31 Est. Cost $48.84 Unrealized -41.8%
PIONEER NATURAL RESOURCES COMPANY 0.0%
Value ($000) $1 Shares 7 Est. Cost $151.03 Unrealized
SAN BANCO SANTANDER SA-SPON ADR 0.0%
Value ($000) $1 Shares 240 Est. Cost $4.17 Unrealized
PPG PPG INDUSTRIES INC 0.0%
Value ($000) $1 Shares 11 Est. Cost $76.53 Unrealized +47.0%
KTRS-AM LLC 0.0%
Value ($000) $1 Shares 444 Est. Cost $2.25 Unrealized
PCG P G & E CORPORATION 0.0%
Value ($000) $1 Shares 137 Est. Cost $45.60 Unrealized -81.4%
AMERICAN INTERNATIONAL GROUP INC WARRANTS 0.0%
Value ($000) $1 Shares 124 Est. Cost $18.16 Unrealized
ALERIAN MLP ETF 0.0%
Value ($000) $0 Shares 3 Est. Cost Unrealized
ZAP 0.0%
Value ($000) $0 Shares 5,500 Est. Cost Unrealized
SANOFI CONTINGENT VALUE RIGHTS 0.0%
Value ($000) $0 Shares 50 Est. Cost Unrealized
SEARS HOLDING CORPORATION 0.0%
Value ($000) $0 Shares 21 Est. Cost Unrealized
49.5 MEMBERSHIP INT RKJ SILVERADO RANCH LLC 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
PERSPECTA INC 0.0%
Value ($000) $0 Shares 5 Est. Cost $24.39 Unrealized
ESC LEHMAN BROTHERS HOLDINGS 0.0%
Value ($000) $0 Shares 250,000 Est. Cost Unrealized
YAMANA GOLD INC 0.0%
Value ($000) $0 Shares 108 Est. Cost Unrealized
SGLRF SPYGLASS RESOURCES CORP 0.0%
Value ($000) $0 Shares 286 Est. Cost $0.00 Unrealized -69.5%
NATIONAL SECURITIES FUNDS 0.0%
Value ($000) $0 Shares 146 Est. Cost Unrealized