BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC Diversified Active

CIK: 0001352860 · Show all filings

Period: Q2 2018 (← Previous) (Next →)

Filing Date: Jul 25, 2018

Total Value ($000): $220,160 (100.0% shares, 0.0% debt)

Holdings (225)

SPY SPDR S&P 500 ETF 18.3%
Value ($000) $40,274 Shares 148,461 Est. Cost $196.84 Unrealized
General American Investors 10.5%
Value ($000) $23,087 Shares 672,696 Est. Cost $32.55 Unrealized
Adams Express Co 8.9%
Value ($000) $19,542 Shares 1,267,313 Est. Cost $12.97 Unrealized
SCHX Schwab U.S. Large-Cap 8.1%
Value ($000) $17,835 Shares 274,426 Est. Cost $55.20 Unrealized
Tri Continental Corp 7.0%
Value ($000) $15,345 Shares 578,840 Est. Cost $19.54 Unrealized
SCHB Schwab U.S. Broad Market 5.9%
Value ($000) $12,957 Shares 196,347 Est. Cost $57.04 Unrealized
Liberty All Star Eq Fd 4.1%
Value ($000) $8,934 Shares 1,395,970 Est. Cost $5.36 Unrealized
Invesco S&P 500 Equal Weight E 3.7%
Value ($000) $8,036 Shares 78,866 Est. Cost $91.42 Unrealized
Dividend & Income Fund 2.6%
Value ($000) $5,783 Shares 469,050 Est. Cost $11.61 Unrealized
SPDR Dow Jones Industrial Aver 2.5%
Value ($000) $5,513 Shares 22,711 Est. Cost $160.73 Unrealized
IWM iShares Russell 2000 Index 1.8%
Value ($000) $4,021 Shares 24,552 Est. Cost $120.35 Unrealized
Special Opptys Fund 1.6%
Value ($000) $3,457 Shares 230,191 Est. Cost $16.26 Unrealized
Royce Value Trust 1.5%
Value ($000) $3,195 Shares 202,232 Est. Cost $13.07 Unrealized
SCHV Schwab U.S. Large-Cap Value 1.2%
Value ($000) $2,698 Shares 50,786 Est. Cost $46.27 Unrealized
SCHA Schwab U.S. Small-Cap 1.2%
Value ($000) $2,652 Shares 36,053 Est. Cost $63.62 Unrealized
IVV iShares S&P 500 Index Fund 1.2%
Value ($000) $2,595 Shares 9,502 Est. Cost $229.84 Unrealized
SCHM Schwab U.S. Mid-Cap 1.1%
Value ($000) $2,454 Shares 44,711 Est. Cost $44.18 Unrealized
Special Opp 3.5 Pfd Conv 1.0%
Value ($000) $2,228 Shares 87,316 Est. Cost $25.82 Unrealized
Aberdeen Total Dynamic Dividen 0.9%
Value ($000) $2,046 Shares 233,883 Est. Cost $7.86 Unrealized
Vanguard S&P 500 ETF 0.9%
Value ($000) $1,874 Shares 7,512 Est. Cost $197.23 Unrealized
Invesco QQQ Trust 0.6%
Value ($000) $1,422 Shares 8,284 Est. Cost $86.84 Unrealized
Guggenheim Enhanced Eqty 0.6%
Value ($000) $1,406 Shares 165,948 Est. Cost $7.97 Unrealized
American Intl Group Inc 0.6%
Value ($000) $1,377 Shares 25,980 Est. Cost $64.84 Unrealized
Gabelli Global Small and Mid C 0.6%
Value ($000) $1,344 Shares 110,932 Est. Cost $11.63 Unrealized
ETFS Gold Trust ETF 0.6%
Value ($000) $1,321 Shares 10,923 Est. Cost $124.16 Unrealized
SCHG Schwab U.S. Large-Cap Growth 0.5%
Value ($000) $1,120 Shares 14,775 Est. Cost $49.24 Unrealized
Nuveen Dow 30 Dynamic Overwrit 0.5%
Value ($000) $1,056 Shares 57,147 Est. Cost $14.11 Unrealized
AllianzGI NFJ Divid Int 0.5%
Value ($000) $1,054 Shares 83,493 Est. Cost $12.72 Unrealized
MS India Investment Fund 0.5%
Value ($000) $999 Shares 38,579 Est. Cost $26.03 Unrealized
SCHE Schwab Emerging Markets Equity 0.4%
Value ($000) $973 Shares 37,575 Est. Cost $24.42 Unrealized
VTI Vanguard Total Stock Mkt 0.4%
Value ($000) $955 Shares 6,797 Est. Cost $86.53 Unrealized
Gabelli Healthcare TRUST 0.4%
Value ($000) $942 Shares 93,975 Est. Cost $10.40 Unrealized
Central Securities Corp 0.4%
Value ($000) $861 Shares 30,912 Est. Cost $25.82 Unrealized
SCHD Sch US Div Equity Etf 0.4%
Value ($000) $843 Shares 17,106 Est. Cost $39.15 Unrealized
IWF iShares Russell 1000 Growth 0.4%
Value ($000) $828 Shares 5,758 Est. Cost $82.63 Unrealized
SCHF Schwab International Equity 0.4%
Value ($000) $824 Shares 24,927 Est. Cost $32.08 Unrealized
KRE SPDR S&P Regional Bking 0.3%
Value ($000) $761 Shares 12,475 Est. Cost $39.17 Unrealized
Royce Micro-Cap TRUST 0.3%
Value ($000) $618 Shares 61,816 Est. Cost $8.60 Unrealized
SCHC Schwab International Small-Cap 0.2%
Value ($000) $542 Shares 15,022 Est. Cost $32.54 Unrealized
Delaware Enhanced Gbl Div & In 0.2%
Value ($000) $536 Shares 47,272 Est. Cost $10.34 Unrealized
SPDR Gold Shares 0.2%
Value ($000) $534 Shares 4,501 Est. Cost $121.80 Unrealized
Herzfeld Caribbn Basn Fd 0.2%
Value ($000) $518 Shares 78,473 Est. Cost $7.18 Unrealized
Royce Global Value Tr 0.2%
Value ($000) $509 Shares 48,415 Est. Cost $8.88 Unrealized
SPEU SPDR STOXX Europe 50 0.2%
Value ($000) $507 Shares 15,156 Est. Cost $35.98 Unrealized
Templeton Emrgng Mkt Fd 0.2%
Value ($000) $484 Shares 32,895 Est. Cost $13.23 Unrealized
MS Emerging Market Fund 0.2%
Value ($000) $476 Shares 29,316 Est. Cost $15.58 Unrealized
OEF iShares S&P 100 Index Fund 0.2%
Value ($000) $473 Shares 3,955 Est. Cost $72.02 Unrealized
IVW iShares S&P 500 Growth 0.2%
Value ($000) $443 Shares 5,550 Est. Cost $97.53 Unrealized
IWD iShares Russell 1000 Value 0.2%
Value ($000) $413 Shares 3,400 Est. Cost $111.66 Unrealized
WTPI WisdomTree CBOE S&P 500 PutWri 0.2%
Value ($000) $392 Shares 13,320 Est. Cost $27.55 Unrealized
Boulder Growth & Income 0.2%
Value ($000) $375 Shares 36,478 Est. Cost $9.68 Unrealized
DGRW WisdomTree U.S. Quality Divide 0.2%
Value ($000) $368 Shares 8,985 Est. Cost $39.39 Unrealized
European Equity Fund 0.2%
Value ($000) $364 Shares 38,715 Est. Cost $8.59 Unrealized
Gabelli Div And Inc Tr 0.2%
Value ($000) $350 Shares 15,530 Est. Cost $19.50 Unrealized
EEM iShares MSCI Emrg Mkt ETF 0.1%
Value ($000) $327 Shares 7,553 Est. Cost $40.53 Unrealized
Swiss Helvetia Fund 0.1%
Value ($000) $314 Shares 25,455 Est. Cost $12.23 Unrealized
Royce Focus TRUST Inc 0.1%
Value ($000) $285 Shares 36,410 Est. Cost $7.55 Unrealized
NXDT NexPoint Credit Strategies Fun 0.1%
Value ($000) $259 Shares 11,783 Est. Cost $21.88 Unrealized
DON WisdomTree MidCap Dividend 0.1%
Value ($000) $258 Shares 7,200 Est. Cost $50.16 Unrealized
XLV Health Care Select Sector SPDR 0.1%
Value ($000) $253 Shares 3,032 Est. Cost $53.16 Unrealized
Aberdeen Emerg MKT Equity Inc 0.1%
Value ($000) $251 Shares 35,828 Est. Cost $7.01 Unrealized
BlackRock Enhanced Dividend Ac 0.1%
Value ($000) $224 Shares 24,447 Est. Cost $7.55 Unrealized
SCHK Schwab 1000 Index ETF 0.1%
Value ($000) $219 Shares 8,181 Est. Cost $26.24 Unrealized
Templeton Dragon Fund 0.1%
Value ($000) $214 Shares 10,026 Est. Cost $20.15 Unrealized
HON Honeywell International 0.1%
Value ($000) $214 Shares 1,483 Est. Cost $84.52 Unrealized +34.4%
Source Capital Inc 0.1%
Value ($000) $212 Shares 5,328 Est. Cost $38.43 Unrealized
Tekla Healthcare Opportu 0.1%
Value ($000) $203 Shares 11,894 Est. Cost $17.33 Unrealized
Invesco Buyback Achievers 0.1%
Value ($000) $202 Shares 3,555 Est. Cost $49.10 Unrealized
XLI Sector Spdr Indl Select 0.1%
Value ($000) $196 Shares 2,732 Est. Cost $53.49 Unrealized
DWX SPDR S&P International Dividen 0.1%
Value ($000) $180 Shares 4,688 Est. Cost $42.59 Unrealized
TBF Proshares Short 20 Year Treas 0.1%
Value ($000) $176 Shares 7,795 Est. Cost $29.81 Unrealized
TDIV First Trust NASDAQ Technology 0.1%
Value ($000) $170 Shares 4,800 Est. Cost $26.51 Unrealized
BlackRock Resources & Commdty 0.1%
Value ($000) $170 Shares 18,276 Est. Cost $8.60 Unrealized
Lazard Glbl Total Retrun 0.1%
Value ($000) $168 Shares 9,161 Est. Cost $14.43 Unrealized
ACWI iShares MSCI ACWI Index 0.1%
Value ($000) $162 Shares 2,280 Est. Cost $57.84 Unrealized
SCHP Schwab U.S. TIPS ETF 0.1%
Value ($000) $148 Shares 2,694 Est. Cost $54.24 Unrealized
TIP iShares Barclays TIPS Bond Fun 0.1%
Value ($000) $146 Shares 1,293 Est. Cost $111.98 Unrealized
India Fund Inc 0.1%
Value ($000) $124 Shares 5,125 Est. Cost $25.41 Unrealized
Ing Prime Rate TRUST 0.1%
Value ($000) $123 Shares 24,517 Est. Cost $5.02 Unrealized
New Ireland Fund Inc 0.1%
Value ($000) $123 Shares 10,572 Est. Cost $12.80 Unrealized
XLK Sector Spdr Tech Select 0.1%
Value ($000) $122 Shares 1,749 Est. Cost $35.94 Unrealized
Ishares Msci Jpn Idx Fd 0.1%
Value ($000) $121 Shares 2,083 Est. Cost $11.99 Unrealized
iShares Gold Trust 0.1%
Value ($000) $119 Shares 9,874 Est. Cost $11.01 Unrealized
VT Vanguard Total World 0.1%
Value ($000) $112 Shares 1,525 Est. Cost $59.68 Unrealized
Nuveen Real Asset Income 0.0%
Value ($000) $104 Shares 6,440 Est. Cost $17.96 Unrealized
MMM 3m Company 0.0%
Value ($000) $103 Shares 525 Est. Cost $138.93 Unrealized -6.3%
SLV iShares Silver Trust 0.0%
Value ($000) $102 Shares 6,755 Est. Cost $18.51 Unrealized
VIG Vanguard Dividend Appreciation 0.0%
Value ($000) $97 Shares 958 Est. Cost $67.42 Unrealized
First Tr Enhcd Eqty Incm 0.0%
Value ($000) $95 Shares 6,039 Est. Cost $12.94 Unrealized
RMR Real Estate Income Fund 0.0%
Value ($000) $95 Shares 5,167 Est. Cost $19.26 Unrealized
CEW WisdomTree Emerging Currency E 0.0%
Value ($000) $94 Shares 5,058 Est. Cost $19.98 Unrealized
Etfs Silver TRUST Etf 0.0%
Value ($000) $91 Shares 5,804 Est. Cost $17.19 Unrealized
SCHH Schwab US REIT ETF 0.0%
Value ($000) $91 Shares 2,185 Est. Cost $37.61 Unrealized
Invesco S&P 500 Low Volatility 0.0%
Value ($000) $89 Shares 1,870 Est. Cost $38.76 Unrealized
Call IWM MAR19 105 0.0%
Value ($000) $89 Shares 15 Est. Cost Unrealized
LMP Capital & Income 0.0%
Value ($000) $85 Shares 6,595 Est. Cost $12.74 Unrealized
XLF Sector Spdr Fincl Select 0.0%
Value ($000) $84 Shares 3,170 Est. Cost $25.90 Unrealized
XLP Sector Spdr Tr Con Stpls 0.0%
Value ($000) $84 Shares 1,625 Est. Cost $44.64 Unrealized
Asa Gold & Precs Mtls 0.0%
Value ($000) $83 Shares 8,175 Est. Cost $12.68 Unrealized
EUO Proshares Ultrashort Euro 0.0%
Value ($000) $83 Shares 3,650 Est. Cost $19.15 Unrealized
XLB Sector SPDR Materials 0.0%
Value ($000) $81 Shares 1,400 Est. Cost $49.62 Unrealized
SOXX Ishares Semiconductor Index 0.0%
Value ($000) $80 Shares 450 Est. Cost $73.33 Unrealized
Japan Smaller Cap Fund 0.0%
Value ($000) $78 Shares 6,670 Est. Cost $10.50 Unrealized
DXJ Wisdomtree Jpn Hdgd Eqty 0.0%
Value ($000) $77 Shares 1,425 Est. Cost $51.27 Unrealized
EWZ Ishares Msci Brazil Indx 0.0%
Value ($000) $69 Shares 2,160 Est. Cost $47.31 Unrealized
Invesco India ETF 0.0%
Value ($000) $67 Shares 2,725 Est. Cost $21.58 Unrealized
VanEck Vectors Agribusiness ET 0.0%
Value ($000) $56 Shares 900 Est. Cost $51.19 Unrealized
IYT iShares Transportation Average 0.0%
Value ($000) $56 Shares 300 Est. Cost $148.68 Unrealized
Call SPY SEP18 274 0.0%
Value ($000) $56 Shares 10 Est. Cost Unrealized
Petroleum & Resources Cp 0.0%
Value ($000) $55 Shares 2,750 Est. Cost $20.92 Unrealized
Direxion All Cap Insider Senti 0.0%
Value ($000) $54 Shares 1,300 Est. Cost $43.77 Unrealized
HYS Pimco 0-5 Year High Yld 0.0%
Value ($000) $54 Shares 542 Est. Cost $99.99 Unrealized
Latin Amern Discovery Fd 0.0%
Value ($000) $52 Shares 5,467 Est. Cost $10.99 Unrealized
IBUY Amplify Online Retail 0.0%
Value ($000) $51 Shares 1,000 Est. Cost $36.36 Unrealized
VV Vanguard Large Cap ETF 0.0%
Value ($000) $50 Shares 400 Est. Cost $84.63 Unrealized
FNDC Schwab Fundamental Intl Sm Co 0.0%
Value ($000) $49 Shares 1,401 Est. Cost $32.41 Unrealized
EQS Equus II Inc 0.0%
Value ($000) $48 Shares 20,297 Est. Cost $2.10 Unrealized +13.6%
FEZ SPDR DJ Euro STOXX 50 ETF 0.0%
Value ($000) $48 Shares 1,257 Est. Cost $35.37 Unrealized
AAL American Airlines Group Inc 0.0%
Value ($000) $47 Shares 1,250 Est. Cost $36.83 Unrealized +17.0%
SKYY First Trust Cloud Computing ET 0.0%
Value ($000) $46 Shares 862 Est. Cost $46.77 Unrealized
XJEQX Aberdeen Japan Equity Fund Com 0.0%
Value ($000) $44 Shares 5,011 Est. Cost $8.83 Unrealized
EDIV SPDR S&P Emerging Markets Divi 0.0%
Value ($000) $42 Shares 1,359 Est. Cost $26.90 Unrealized
EWH iShares MSCI Hong Kong Index 0.0%
Value ($000) $42 Shares 1,750 Est. Cost $20.31 Unrealized
Mrgn Stnly Asia Pac Fund 0.0%
Value ($000) $41 Shares 2,416 Est. Cost $17.69 Unrealized
Put SPY SEP18 270 0.0%
Value ($000) $40 Shares 56 Est. Cost Unrealized
Loncar Cancer Immunotherapy ET 0.0%
Value ($000) $40 Shares 1,650 Est. Cost $24.46 Unrealized
Gabelli Global Deal Fund 0.0%
Value ($000) $34 Shares 3,671 Est. Cost $9.45 Unrealized
Invesco Preferred ETF 0.0%
Value ($000) $34 Shares 2,346 Est. Cost $15.03 Unrealized
Western Asset Claymore 0.0%
Value ($000) $31 Shares 2,798 Est. Cost $11.15 Unrealized
Central Fund of Canada 0.0%
Value ($000) $28 Shares 2,250 Est. Cost $12.44 Unrealized
ETFMG Prime Cyber Security ETF 0.0%
Value ($000) $28 Shares 750 Est. Cost $26.93 Unrealized
IWS Ishares Russell Midcap Value I 0.0%
Value ($000) $27 Shares 300 Est. Cost $66.67 Unrealized
Morgan Stanley China Fd 0.0%
Value ($000) $25 Shares 1,100 Est. Cost $24.62 Unrealized
MadisonClaymore Covered Call 0.0%
Value ($000) $24 Shares 3,287 Est. Cost $7.30 Unrealized
ILF Ishares S&P Latin America 0.0%
Value ($000) $23 Shares 780 Est. Cost $36.35 Unrealized
QQQE Direxion Shares Etf 0.0%
Value ($000) $23 Shares 508 Est. Cost $48.36 Unrealized
XLE Sector Spdr Engy Select 0.0%
Value ($000) $23 Shares 300 Est. Cost $98.99 Unrealized
VGK Vanguard European 0.0%
Value ($000) $22 Shares 400 Est. Cost $53.96 Unrealized
PRNT 3d Printing Etf 0.0%
Value ($000) $22 Shares 900 Est. Cost $25.56 Unrealized
Clough Global Equity Common 0.0%
Value ($000) $21 Shares 1,480 Est. Cost $13.12 Unrealized
Gyrodyne Company of America 0.0%
Value ($000) $20 Shares 963 Est. Cost $17.82 Unrealized
Clough Global Opportunities 0.0%
Value ($000) $20 Shares 1,850 Est. Cost $10.81 Unrealized
AIG WTS EXP 01/19/21 45 0.0%
Value ($000) $18 Shares 1,265 Est. Cost $23.59 Unrealized
Putnam High Incm Bond Fd 0.0%
Value ($000) $16 Shares 1,670 Est. Cost $8.19 Unrealized
Eaton Vance Risk Managed 0.0%
Value ($000) $16 Shares 1,700 Est. Cost $9.06 Unrealized
LIT Global X Lithium & Battery Tec 0.0%
Value ($000) $16 Shares 500 Est. Cost $38.00 Unrealized
EZA iShares MSCI South Africa 0.0%
Value ($000) $16 Shares 270 Est. Cost $65.51 Unrealized
Put QQQ JAN19 157 0.0%
Value ($000) $16 Shares 49 Est. Cost Unrealized
Mexico Equity & Income Common 0.0%
Value ($000) $15 Shares 1,449 Est. Cost $11.52 Unrealized
SCHO Schwab Short-Term U.S. Treasur 0.0%
Value ($000) $14 Shares 282 Est. Cost $50.87 Unrealized
Advent Claymore Cnvt Secs & In 0.0%
Value ($000) $14 Shares 2,417 Est. Cost $5.76 Unrealized
EWC iShares MSCI Canada Index 0.0%
Value ($000) $14 Shares 500 Est. Cost $30.04 Unrealized
PFF iShares S&P U.S. Preferred Sto 0.0%
Value ($000) $14 Shares 370 Est. Cost $38.46 Unrealized
EWX SPDR S&P Emerging Markets Smal 0.0%
Value ($000) $14 Shares 300 Est. Cost $47.78 Unrealized
XPHTX Pioneer High Income Trust 0.0%
Value ($000) $13 Shares 1,450 Est. Cost $8.97 Unrealized
Credit Suisse Silver Shares Co 0.0%
Value ($000) $13 Shares 1,700 Est. Cost $11.18 Unrealized
IYE iShares DJ US Energy 0.0%
Value ($000) $13 Shares 300 Est. Cost $56.88 Unrealized
HEDJ WisdomTree Europe Hedged Equit 0.0%
Value ($000) $13 Shares 200 Est. Cost $57.91 Unrealized
Bancroft Conv Fund Inc 0.0%
Value ($000) $12 Shares 556 Est. Cost $21.69 Unrealized
XXCHNXX China Fund Inc 0.0%
Value ($000) $12 Shares 598 Est. Cost $20.28 Unrealized
Invesco China Technology ETF 0.0%
Value ($000) $12 Shares 220 Est. Cost $46.57 Unrealized
ETFS Physical Palladium Shares 0.0%
Value ($000) $11 Shares 118 Est. Cost $73.27 Unrealized
Aberdeen Global Dynamic Divide 0.0%
Value ($000) $11 Shares 1,031 Est. Cost $10.67 Unrealized
Invesco Spin-Off ETF 0.0%
Value ($000) $11 Shares 200 Est. Cost $40.00 Unrealized
DTD Wisdomtree Total Dividnd 0.0%
Value ($000) $11 Shares 125 Est. Cost $69.81 Unrealized
Call FB JAN19 90 0.0%
Value ($000) $11 Shares 1 Est. Cost Unrealized
Blackrock Intl Growth Tr 0.0%
Value ($000) $9 Shares 1,500 Est. Cost $6.00 Unrealized
ACWX iShares MSCI ACWI Ex-US 0.0%
Value ($000) $9 Shares 200 Est. Cost $45.00 Unrealized
XLY Sector Spdr Consumer Fd 0.0%
Value ($000) $9 Shares 82 Est. Cost $60.98 Unrealized
Invesco S&P MidCap 400 Pure Gr 0.0%
Value ($000) $9 Shares 55 Est. Cost $120.00 Unrealized
Call CSX JAN19 25 0.0%
Value ($000) $8 Shares 2 Est. Cost Unrealized
VWO Vanguard Emerging Market 0.0%
Value ($000) $8 Shares 200 Est. Cost $41.98 Unrealized
Proshares Short Euro 0.0%
Value ($000) $8 Shares 200 Est. Cost $35.38 Unrealized
ETFS Physical Precious Metals 0.0%
Value ($000) $8 Shares 123 Est. Cost $52.00 Unrealized
Etfs Phys Platinum Etf 0.0%
Value ($000) $8 Shares 100 Est. Cost $134.57 Unrealized
EFG iShares MSCI EAFE Growth Index 0.0%
Value ($000) $8 Shares 100 Est. Cost $70.00 Unrealized
GXC SPDR S&P China ETF 0.0%
Value ($000) $8 Shares 78 Est. Cost $79.00 Unrealized
Asia Pacific Fund 0.0%
Value ($000) $7 Shares 478 Est. Cost $12.60 Unrealized
Invesco BRIC ETF 0.0%
Value ($000) $7 Shares 200 Est. Cost $35.00 Unrealized
Put IWM SEP18 155 0.0%
Value ($000) $7 Shares 26 Est. Cost Unrealized
PHYS Sprott Phys Gld Tr Etn 0.0%
Value ($000) $6 Shares 614 Est. Cost $9.83 Unrealized
Taiwan Fund Inc 0.0%
Value ($000) $6 Shares 320 Est. Cost $18.36 Unrealized
Proshares Inverse S&P 500 0.0%
Value ($000) $6 Shares 212 Est. Cost $30.20 Unrealized
Foxby Corp 0.0%
Value ($000) $5 Shares 2,400 Est. Cost $2.08 Unrealized
GSV Capital Corp 0.0%
Value ($000) $5 Shares 700 Est. Cost $12.35 Unrealized
Claymore/BNY Mellon Frontier M 0.0%
Value ($000) $5 Shares 361 Est. Cost $16.42 Unrealized
Blackrock Global Energy 0.0%
Value ($000) $5 Shares 300 Est. Cost $27.50 Unrealized
IGE Ishares Tr Goldman Sachs Natur 0.0%
Value ($000) $5 Shares 132 Est. Cost $49.88 Unrealized
IYR Ishares US Real Estate 0.0%
Value ($000) $5 Shares 60 Est. Cost $79.02 Unrealized
VCSH Vanguard Short-Term Corp Bd Id 0.0%
Value ($000) $5 Shares 60 Est. Cost $81.12 Unrealized
PSLV Sprott Phys Sil Tr Etf 0.0%
Value ($000) $4 Shares 736 Est. Cost $7.89 Unrealized
Zoes Kitchen Inc 0.0%
Value ($000) $4 Shares 375 Est. Cost $29.33 Unrealized
VanEck Vectors Vietnam ETF 0.0%
Value ($000) $4 Shares 250 Est. Cost $19.45 Unrealized
iPath MSCI India Index ETN 0.0%
Value ($000) $4 Shares 50 Est. Cost $68.84 Unrealized
Invesco Canadian Energy Income 0.0%
Value ($000) $3 Shares 400 Est. Cost $15.29 Unrealized
Nuveen Qual Pfd Inc Fd 0.0%
Value ($000) $3 Shares 324 Est. Cost $9.75 Unrealized
MNA IQ Merger Arbitrage ETF 0.0%
Value ($000) $3 Shares 100 Est. Cost $30.00 Unrealized
Blackrock Enhcd Cap & Incm 0.0%
Value ($000) $3 Shares 200 Est. Cost $14.13 Unrealized
GSG iShares S&P GSCI Commodity-Ind 0.0%
Value ($000) $3 Shares 186 Est. Cost $32.26 Unrealized
Invesco S&P Intl Dev Low Volat 0.0%
Value ($000) $3 Shares 100 Est. Cost $34.21 Unrealized
EFA iShares MSCI EAFE Index Fund 0.0%
Value ($000) $3 Shares 50 Est. Cost $69.40 Unrealized
Invesco S&P500 Eq Weight Techn 0.0%
Value ($000) $2 Shares 12 Est. Cost $80.36 Unrealized
Exone Company 0.0%
Value ($000) $2 Shares 250 Est. Cost $20.00 Unrealized
Blackrock Global Opptys 0.0%
Value ($000) $2 Shares 220 Est. Cost $11.70 Unrealized
DDD 3 D Systems Corp 0.0%
Value ($000) $2 Shares 150 Est. Cost $52.15 Unrealized -76.2%
Advent Claymore Conv & Income 0.0%
Value ($000) $2 Shares 100 Est. Cost $20.00 Unrealized
Ishares Msci Malaysia 0.0%
Value ($000) $2 Shares 50 Est. Cost $15.47 Unrealized
Invesco FTSE RAFI US 1000 0.0%
Value ($000) $2 Shares 20 Est. Cost $91.67 Unrealized
Call PFE JAN19 28 0.0%
Value ($000) $2 Shares 2 Est. Cost Unrealized
Call PSX JUL18 112 0.0%
Value ($000) $1 Shares 4 Est. Cost Unrealized
Invesco S&P 500 High Beta 0.0%
Value ($000) $1 Shares 33 Est. Cost $31.22 Unrealized
EFV iShares MSCI EAFE Value 0.0%
Value ($000) $1 Shares 25 Est. Cost $40.00 Unrealized
Powershares SP SmallCap 600 Pu 0.0%
Value ($000) $1 Shares 6 Est. Cost $166.67 Unrealized
Call OAS NOV18 12 0.0%
Value ($000) $1 Shares 6 Est. Cost Unrealized
Call MO JAN19 55 0.0%
Value ($000) $1 Shares 2 Est. Cost Unrealized
Call KO JAN19 38 0.0%
Value ($000) $1 Shares 2 Est. Cost Unrealized
Call WY JAN19 30 0.0%
Value ($000) $1 Shares 2 Est. Cost Unrealized
Call AIG JAN19 45 0.0%
Value ($000) $1 Shares 1 Est. Cost Unrealized
FNDB Schwab Fundamental U.S. Broad 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
Call DIA SEP18 259 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
SVVC Firsthand Technology Value Fun 0.0%
Value ($000) $0 Shares 7 Est. Cost $19.40 Unrealized -37.6%
Call VHC JAN19 7 0.0%
Value ($000) $0 Shares 10 Est. Cost Unrealized
Nasdaq Prem Incm & Grwth 0.0%
Value ($000) $0 Shares 10 Est. Cost $18.57 Unrealized
Liberty All-Star Gr Fund 0.0%
Value ($000) $0 Shares 23 Est. Cost $4.34 Unrealized
Mvc Capital Inc 0.0%
Value ($000) $0 Shares 40 Est. Cost $11.73 Unrealized