Perigon Wealth Management, LLC Diversified Active

CIK: 0001575239 · Show all filings

Period: Q3 2017 (← Previous) (Next →)

Filing Date: Dec 5, 2017

Total Value ($000): $308,189 (100.0% shares, 0.0% debt)

Holdings (665)

AAPL Apple 4.9%
Value ($000) $15,088 Shares 97,900 Est. Cost $30.56 Unrealized +18.3%
OXY Occidental PTL. 4.5%
Value ($000) $13,740 Shares 211,462 Est. Cost $62.71 Unrealized -22.1%
SPY SPDR S&P 500 ETF 4.3%
Value ($000) $13,278 Shares 52,591 Est. Cost $237.24 Unrealized
GOOG Alphabet Inc CL C 2.9%
Value ($000) $8,950 Shares 9,331 Est. Cost $35.84 Unrealized +29.0%
HD Home Depot 2.6%
Value ($000) $8,125 Shares 49,674 Est. Cost $213.33 Unrealized -41.3%
MRK Merck & Co Inc New 2.5%
Value ($000) $7,672 Shares 118,946 Est. Cost $39.96 Unrealized +16.8%
CME Cme Group 2.0%
Value ($000) $6,069 Shares 44,728 Est. Cost $76.89 Unrealized +20.9%
META Facebook Inc Class A 1.9%
Value ($000) $5,846 Shares 34,215 Est. Cost $117.11 Unrealized +41.5%
V Visa 'a' 1.8%
Value ($000) $5,565 Shares 52,877 Est. Cost $73.17 Unrealized +30.8%
Celgene 1.8%
Value ($000) $5,516 Shares 37,828 Est. Cost $126.82 Unrealized
DIS Walt Disney 1.8%
Value ($000) $5,425 Shares 55,041 Est. Cost $93.97 Unrealized +3.2%
TMO Thermo Fisher Scientific 1.6%
Value ($000) $4,972 Shares 26,259 Est. Cost $427.01 Unrealized -58.5%
JNJ Johnson & Johnson 1.6%
Value ($000) $4,822 Shares 37,093 Est. Cost $104.98 Unrealized -0.0%
LYB Lyondellbasell Inds.CL.A 1.4%
Value ($000) $4,445 Shares 44,875 Est. Cost $60.24 Unrealized -9.5%
MCD McDonalds 1.4%
Value ($000) $4,436 Shares 28,309 Est. Cost $207.62 Unrealized -38.0%
CVX Chevron 1.4%
Value ($000) $4,361 Shares 37,117 Est. Cost $94.77 Unrealized -19.6%
GILD Gilead Sciences 1.3%
Value ($000) $4,102 Shares 50,629 Est. Cost $58.29 Unrealized -4.0%
TRV Travelers Cos. 1.3%
Value ($000) $4,061 Shares 33,149 Est. Cost $93.44 Unrealized +11.3%
BRK/B Berkshire Hathaway 'B' 1.3%
Value ($000) $3,880 Shares 21,163 Est. Cost $211.81 Unrealized -16.6%
ACM AECOM 1.2%
Value ($000) $3,831 Shares 104,075 Est. Cost $35.17 Unrealized -10.1%
CMCSA Comcast 'a' 1.2%
Value ($000) $3,820 Shares 99,277 Est. Cost $28.01 Unrealized +14.3%
MMM 3M 1.2%
Value ($000) $3,592 Shares 17,111 Est. Cost $104.36 Unrealized +24.4%
DR Pepper Snapple Group 1.2%
Value ($000) $3,573 Shares 40,119 Est. Cost $48.72 Unrealized
XOM Exxon Mobil 1.1%
Value ($000) $3,399 Shares 41,458 Est. Cost $65.92 Unrealized -17.6%
AMZN Amazon Com Inc 1.1%
Value ($000) $3,353 Shares 3,488 Est. Cost $56.62 Unrealized -13.2%
Allergan PLC F 1.0%
Value ($000) $3,124 Shares 15,245 Est. Cost $231.11 Unrealized
CSCO Cisco Systems 1.0%
Value ($000) $3,122 Shares 92,842 Est. Cost $23.64 Unrealized +4.5%
Dun & Bradstreet Del. 1.0%
Value ($000) $3,027 Shares 26,000 Est. Cost $116.42 Unrealized
CVS CVS Caremark 1.0%
Value ($000) $2,943 Shares 36,190 Est. Cost $73.60 Unrealized -17.4%
United Technologies 0.9%
Value ($000) $2,897 Shares 24,958 Est. Cost $113.47 Unrealized
MCO Moody's 0.9%
Value ($000) $2,868 Shares 20,600 Est. Cost $239.59 Unrealized -49.1%
EFA iShares MSCI EAGEFE ETF 0.9%
Value ($000) $2,693 Shares 39,323 Est. Cost $58.47 Unrealized
JPM JP Morgan Chase & Co. 0.8%
Value ($000) $2,568 Shares 26,883 Est. Cost $68.05 Unrealized +8.2%
PM Philip Morris Intl. 0.8%
Value ($000) $2,391 Shares 21,336 Est. Cost $54.15 Unrealized +38.9%
LMT Lockheed Martin Corp 0.8%
Value ($000) $2,346 Shares 7,560 Est. Cost $130.88 Unrealized +82.3%
WFC Wells Fargo & Co 0.7%
Value ($000) $2,040 Shares 36,992 Est. Cost $38.98 Unrealized +8.1%
IWM iShares Russell 2000 ETF 0.7%
Value ($000) $2,032 Shares 13,711 Est. Cost $122.23 Unrealized
BND Vanguard Bond Index Fund 0.7%
Value ($000) $2,007 Shares 24,482 Est. Cost $82.60 Unrealized
MUB iShares National AMT-Free Muni Bond ETF 0.6%
Value ($000) $1,929 Shares 17,402 Est. Cost $112.87 Unrealized
IJR iShares Core S&P Small-Cap ETF 0.6%
Value ($000) $1,921 Shares 25,883 Est. Cost $92.56 Unrealized
NKE Nike Inc Class B 0.6%
Value ($000) $1,913 Shares 36,760 Est. Cost $51.12 Unrealized -1.5%
HON Honeywell International 0.6%
Value ($000) $1,817 Shares 12,820 Est. Cost $90.35 Unrealized +15.5%
CRM Salesforce Com 0.6%
Value ($000) $1,795 Shares 19,218 Est. Cost $100.84 Unrealized -9.9%
Splunk Inc 0.6%
Value ($000) $1,787 Shares 26,907 Est. Cost $58.23 Unrealized
NSC Norfolk Southern 0.6%
Value ($000) $1,758 Shares 13,291 Est. Cost $189.06 Unrealized -45.7%
COST Costco Wholesale 0.6%
Value ($000) $1,756 Shares 10,690 Est. Cost $233.74 Unrealized -40.1%
ROST Ross Stores Inc 0.6%
Value ($000) $1,745 Shares 27,027 Est. Cost $40.16 Unrealized +31.8%
SCHX Schwab US Large-Cap Equity ETF 0.6%
Value ($000) $1,727 Shares 28,762 Est. Cost $56.91 Unrealized
Flir Systems Inc 0.6%
Value ($000) $1,719 Shares 44,174 Est. Cost $35.65 Unrealized
SCHR SCH Intm US TRSR ETF 0.5%
Value ($000) $1,637 Shares 30,364 Est. Cost $52.69 Unrealized
NFLX Netflix Inc 0.5%
Value ($000) $1,579 Shares 8,707 Est. Cost $10.83 Unrealized +61.0%
Qiagen N.V. Com 0.5%
Value ($000) $1,526 Shares 48,441 Est. Cost $31.50 Unrealized
EEM iShares MSCI Emerging Markets ETF 0.5%
Value ($000) $1,489 Shares 33,220 Est. Cost $36.86 Unrealized
ADP Auto Data Processing 0.5%
Value ($000) $1,396 Shares 12,700 Est. Cost $74.13 Unrealized +20.9%
BlackRock 0.4%
Value ($000) $1,369 Shares 3,061 Est. Cost $361.67 Unrealized
MSFT Microsoft 0.4%
Value ($000) $1,359 Shares 18,250 Est. Cost $63.25 Unrealized +5.4%
AGG iShares Barclays Aggregate Bond ETF 0.4%
Value ($000) $1,326 Shares 12,098 Est. Cost $112.61 Unrealized
IVV iShares S&P 500 ETF 0.4%
Value ($000) $1,300 Shares 5,140 Est. Cost $211.07 Unrealized
SCHP SCH US TIPS ETF 0.4%
Value ($000) $1,224 Shares 22,148 Est. Cost $54.52 Unrealized
IBM IBM 0.4%
Value ($000) $1,172 Shares 8,082 Est. Cost $105.58 Unrealized -8.3%
SCHZ Schwab US Aggregate Bond ETF 0.4%
Value ($000) $1,168 Shares 22,302 Est. Cost $51.60 Unrealized
ISRG Intuitive Surgical New 0.4%
Value ($000) $1,162 Shares 1,111 Est. Cost $53.28 Unrealized +104.5%
Broadcom LTD F 0.4%
Value ($000) $1,131 Shares 4,661 Est. Cost $218.92 Unrealized
FTNT Fortinet Inc 0.4%
Value ($000) $1,107 Shares 30,883 Est. Cost $22.36 Unrealized -66.0%
INTC Intel 0.3%
Value ($000) $1,064 Shares 27,928 Est. Cost $26.15 Unrealized +13.1%
ABBV Abbvie Inc 0.3%
Value ($000) $1,051 Shares 11,823 Est. Cost $61.50 Unrealized -12.8%
CL Colgate-Palmolive Co 0.3%
Value ($000) $1,021 Shares 14,017 Est. Cost $56.67 Unrealized +4.5%
Powershares Emerging Market Bond ETF 0.3%
Value ($000) $1,000 Shares 33,585 Est. Cost $29.78 Unrealized
TSLA Tesla Motors Inc 0.3%
Value ($000) $992 Shares 2,907 Est. Cost $14.45 Unrealized +59.7%
FDX Fedex Corporation 0.3%
Value ($000) $971 Shares 4,296 Est. Cost $126.20 Unrealized +46.5%
PYPL Paypal Holdings Inco 0.3%
Value ($000) $958 Shares 14,956 Est. Cost $59.77 Unrealized 0.0%
EMR Emerson Electric 0.3%
Value ($000) $929 Shares 14,791 Est. Cost $57.12 Unrealized -13.8%
CMF iShares Intermediate California Municipal Bond ETF 0.3%
Value ($000) $926 Shares 7,816 Est. Cost $118.47 Unrealized
GOOGL Alphabet Inc CL A 0.3%
Value ($000) $919 Shares 944 Est. Cost $37.94 Unrealized +24.1%
USB US Bancorp 0.3%
Value ($000) $900 Shares 16,703 Est. Cost $39.55 Unrealized -4.5%
AME Ametek Inc New 0.3%
Value ($000) $892 Shares 13,500 Est. Cost $44.72 Unrealized +33.6%
IXN iShares S&P Global Technology 0.3%
Value ($000) $886 Shares 6,222 Est. Cost $101.74 Unrealized
ILMN Illumina Inc 0.3%
Value ($000) $872 Shares 4,377 Est. Cost $175.22 Unrealized +6.3%
CWB SPDR Barclays ETF 0.3%
Value ($000) $847 Shares 16,593 Est. Cost $51.05 Unrealized
SCHF Schwab International Developed Equity ETF 0.3%
Value ($000) $847 Shares 25,294 Est. Cost $29.36 Unrealized
ORCL Oracle 0.3%
Value ($000) $843 Shares 17,435 Est. Cost $40.17 Unrealized +9.4%
Powershs Exch Trad FD TR 0.3%
Value ($000) $830 Shares 55,246 Est. Cost $15.08 Unrealized
IJK iShares S&P Midcap Growth 0.3%
Value ($000) $819 Shares 4,047 Est. Cost $172.14 Unrealized
BWX SPDR Series Trust 0.3%
Value ($000) $814 Shares 28,990 Est. Cost $27.77 Unrealized
General Electric 0.3%
Value ($000) $800 Shares 32,769 Est. Cost $31.03 Unrealized
DLR Digital Realty TST. 0.3%
Value ($000) $800 Shares 6,757 Est. Cost $34.55 Unrealized +149.7%
BAX Baxter International Inc 0.2%
Value ($000) $750 Shares 11,920 Est. Cost $40.36 Unrealized +32.6%
SCHO Schwab Shrt. Term US Treasury Bond ETF 0.2%
Value ($000) $722 Shares 14,332 Est. Cost $50.58 Unrealized
PFE Pfizer Incorporated 0.2%
Value ($000) $701 Shares 19,644 Est. Cost $20.53 Unrealized +8.4%
TIP iShares Barclays TIPS BD.FD. 0.2%
Value ($000) $686 Shares 6,039 Est. Cost $116.62 Unrealized
TLT iShares 20 Year 0.2%
Value ($000) $683 Shares 5,475 Est. Cost $123.48 Unrealized
RXI iShares S&P Global Consumer Cyclical 0.2%
Value ($000) $673 Shares 6,608 Est. Cost $86.94 Unrealized
IXJ iShares S&P Global Healthcare 0.2%
Value ($000) $670 Shares 5,954 Est. Cost $101.63 Unrealized
Bard C R Incorporated 0.2%
Value ($000) $659 Shares 2,056 Est. Cost $193.56 Unrealized
SBUX Starbucks Corp 0.2%
Value ($000) $648 Shares 12,064 Est. Cost $41.60 Unrealized +11.1%
SCHM Schwab US Mid-Cap Equity ETF 0.2%
Value ($000) $647 Shares 12,917 Est. Cost $41.51 Unrealized
CB Chubb Limited Com 0.2%
Value ($000) $613 Shares 4,279 Est. Cost $114.91 Unrealized +8.6%
ABT Abbott Laboratories 0.2%
Value ($000) $606 Shares 11,356 Est. Cost $36.13 Unrealized +20.0%
GlaxoSmithKline PLC Adrf 0.2%
Value ($000) $598 Shares 14,546 Est. Cost $45.04 Unrealized
NEE Nextera Energy 0.2%
Value ($000) $585 Shares 3,992 Est. Cost $42.85 Unrealized -30.6%
SRE Sempra En. 0.2%
Value ($000) $577 Shares 5,016 Est. Cost $81.74 Unrealized -46.0%
Walgreens Boots Allianc 0.2%
Value ($000) $569 Shares 7,369 Est. Cost $76.60 Unrealized
Intra-Cellular Thera 0.2%
Value ($000) $567 Shares 35,955 Est. Cost $15.77 Unrealized
IYR iShares U.S. Real Estate ETF 0.2%
Value ($000) $560 Shares 7,005 Est. Cost $80.55 Unrealized
iShares S&P Developed 0.2%
Value ($000) $557 Shares 14,624 Est. Cost $36.62 Unrealized
NVDA Nvidia Corp 0.2%
Value ($000) $557 Shares 3,113 Est. Cost $0.59 Unrealized +594.0%
ACN Accenture PLC CL A F 0.2%
Value ($000) $556 Shares 4,115 Est. Cost $96.90 Unrealized +18.3%
KXI iShars S&P Global Consumer Defensive 0.2%
Value ($000) $538 Shares 5,281 Est. Cost $99.83 Unrealized
ALGN Align Technology Inc 0.2%
Value ($000) $517 Shares 2,778 Est. Cost $55.19 Unrealized +210.2%
IXG iShares S&P Global Financial Services 0.2%
Value ($000) $485 Shares 7,274 Est. Cost $50.59 Unrealized
Wabco HLDGS Inc Com 0.2%
Value ($000) $478 Shares 3,228 Est. Cost $148.08 Unrealized
EXI iShares S&P Global Industrials 0.2%
Value ($000) $472 Shares 5,309 Est. Cost $71.70 Unrealized
ITW Illinois Tool Works Inc 0.2%
Value ($000) $472 Shares 3,170 Est. Cost $106.54 Unrealized +8.9%
IEI iShares TR Barclays Bond 0.2%
Value ($000) $471 Shares 3,811 Est. Cost $127.15 Unrealized
PSMT Pricesmart Inc 0.2%
Value ($000) $466 Shares 5,219 Est. Cost $81.02 Unrealized -7.3%
Delphi Automotve PLC F 0.2%
Value ($000) $464 Shares 4,718 Est. Cost $73.78 Unrealized
CLX Clorox Co 0.2%
Value ($000) $463 Shares 3,512 Est. Cost $103.90 Unrealized +1.6%
AMT American Tower Corp 0.1%
Value ($000) $447 Shares 3,256 Est. Cost $84.18 Unrealized +33.4%
TJX T J X Cos Inc 0.1%
Value ($000) $445 Shares 6,033 Est. Cost $35.15 Unrealized -9.8%
D Dominion Res. 0.1%
Value ($000) $440 Shares 5,722 Est. Cost $50.08 Unrealized +7.1%
Dowdupont Inc Com 0.1%
Value ($000) $433 Shares 6,255 Est. Cost $69.22 Unrealized
BMY Bristol Myers Squibb 0.1%
Value ($000) $425 Shares 6,673 Est. Cost $65.44 Unrealized -34.1%
VZ Verizon Communications 0.1%
Value ($000) $422 Shares 8,533 Est. Cost $29.04 Unrealized +4.1%
LOW Lowes Companies Inc 0.1%
Value ($000) $421 Shares 5,269 Est. Cost $64.20 Unrealized +2.2%
IYY iShares Dow Jones 0.1%
Value ($000) $408 Shares 3,239 Est. Cost $119.99 Unrealized
BBHY JP Morgan Disciplined High Yie LD ETF 0.1%
Value ($000) $408 Shares 7,878 Est. Cost $51.79 Unrealized
SCHH Schwab US REIT ETF 0.1%
Value ($000) $407 Shares 9,892 Est. Cost $41.56 Unrealized
SUB iShares Short Term National AMT Free Municipal Bond ETF 0.1%
Value ($000) $402 Shares 3,789 Est. Cost $105.91 Unrealized
AYI Acuity Brands Inc 0.1%
Value ($000) $401 Shares 2,339 Est. Cost $211.81 Unrealized -14.5%
FLRN SPDR Barclays Investment 0.1%
Value ($000) $399 Shares 12,975 Est. Cost $30.72 Unrealized
SHY iShares TR Barclays Bond 0.1%
Value ($000) $398 Shares 4,718 Est. Cost $85.09 Unrealized
TGT Target 0.1%
Value ($000) $397 Shares 6,732 Est. Cost $65.02 Unrealized -32.1%
MCK Mckesson Corporation 0.1%
Value ($000) $396 Shares 2,574 Est. Cost $184.80 Unrealized -21.0%
EL Estee Lauder Companiesinc CL A 0.1%
Value ($000) $390 Shares 3,617 Est. Cost $75.07 Unrealized +23.1%
MTD Mettler-Toledo Intl 0.1%
Value ($000) $388 Shares 619 Est. Cost $600.48 Unrealized 0.0%
UAA Under Armour Inc CL A 0.1%
Value ($000) $386 Shares 23,403 Est. Cost $26.42 Unrealized -30.5%
VEA Vanguard FTSE Developed Market S ETF 0.1%
Value ($000) $378 Shares 8,714 Est. Cost $36.20 Unrealized
IGM iShares North 0.1%
Value ($000) $373 Shares 2,400 Est. Cost $109.87 Unrealized
CAT Caterpillar 0.1%
Value ($000) $368 Shares 2,953 Est. Cost $82.75 Unrealized +16.0%
XLK Sector SPDR TST.Sbi Int. Tech. 0.1%
Value ($000) $357 Shares 6,037 Est. Cost $52.89 Unrealized
IFF Intl Flavors& Fragrances 0.1%
Value ($000) $354 Shares 2,466 Est. Cost $83.82 Unrealized +32.1%
IEF iShares TR Bond 0.1%
Value ($000) $347 Shares 3,255 Est. Cost $112.37 Unrealized
Pandora Media Inc 0.1%
Value ($000) $335 Shares 43,445 Est. Cost $19.77 Unrealized
ED Consolidated Edison Inc 0.1%
Value ($000) $334 Shares 4,135 Est. Cost $66.81 Unrealized -8.3%
VIG Vanguard DIV.Apprec.Idx. FD. 0.1%
Value ($000) $326 Shares 3,442 Est. Cost $83.82 Unrealized
BSV Vanguard Short-Term Bond ETF 0.1%
Value ($000) $319 Shares 3,993 Est. Cost $80.97 Unrealized
APD Air Prod & Chemicals Inc 0.1%
Value ($000) $318 Shares 2,100 Est. Cost $109.91 Unrealized +8.4%
IWN iShares Russell 2000 0.1%
Value ($000) $318 Shares 2,565 Est. Cost $120.08 Unrealized
BOH Bank Of Hawaii 0.1%
Value ($000) $317 Shares 3,800 Est. Cost $76.12 Unrealized -22.9%
SCHW Charles Schwab 0.1%
Value ($000) $315 Shares 7,200 Est. Cost $31.85 Unrealized +16.7%
IT Gartner 'a' 0.1%
Value ($000) $311 Shares 2,500 Est. Cost $81.25 Unrealized +52.1%
BIIB Biogen Idec Inc 0.1%
Value ($000) $307 Shares 980 Est. Cost $296.11 Unrealized 0.0%
TTC Toro Company 0.1%
Value ($000) $307 Shares 4,932 Est. Cost $42.17 Unrealized +58.9%
UNP Union Pacific 0.1%
Value ($000) $307 Shares 2,649 Est. Cost $88.58 Unrealized +0.6%
ONEQ Fidelity Nasdaq 0.1%
Value ($000) $305 Shares 1,196 Est. Cost $241.94 Unrealized
IVW iShares S&P 500 0.1%
Value ($000) $304 Shares 2,123 Est. Cost $136.94 Unrealized
PG Procter & Gamble 0.1%
Value ($000) $301 Shares 3,307 Est. Cost $77.08 Unrealized -5.3%
IEMG iShares Core MSCI Emerging Markets ETF 0.1%
Value ($000) $296 Shares 5,471 Est. Cost $50.01 Unrealized
CGNX Cognex Corp 0.1%
Value ($000) $292 Shares 2,647 Est. Cost $47.33 Unrealized 0.0%
ALB Albemarle Corp 0.1%
Value ($000) $291 Shares 2,132 Est. Cost $74.47 Unrealized +42.3%
IEFA iShares Core MSCI EAFE ETF 0.1%
Value ($000) $291 Shares 4,542 Est. Cost $60.96 Unrealized
T AT&T 0.1%
Value ($000) $289 Shares 7,383 Est. Cost $13.49 Unrealized +15.7%
RWR SPDR Dow Jones REIT 0.1%
Value ($000) $289 Shares 3,124 Est. Cost $94.51 Unrealized
EZU iShares MSCI Emu 0.1%
Value ($000) $285 Shares 6,587 Est. Cost $32.31 Unrealized
iShares Gold Trust 0.1%
Value ($000) $282 Shares 22,926 Est. Cost $12.30 Unrealized
IXC iShares S&P Global Energy 0.1%
Value ($000) $281 Shares 8,260 Est. Cost $32.53 Unrealized
UPS United Parcel Ser 0.1%
Value ($000) $277 Shares 2,308 Est. Cost $72.23 Unrealized +14.7%
IWP iShares Russell Mid Cap 0.1%
Value ($000) $275 Shares 2,430 Est. Cost $104.12 Unrealized
BRK/A Berkshire Hathaway 0.1%
Value ($000) $275 Shares 1 Est. Cost $227949.47 Unrealized +16.4%
SCHB Schwab U.S. Broad Market Index ETF 0.1%
Value ($000) $273 Shares 4,478 Est. Cost $52.95 Unrealized
SCHE Schwab Emerging Market Equity ETF 0.1%
Value ($000) $271 Shares 10,062 Est. Cost $24.21 Unrealized
SLB Schlumberger 0.1%
Value ($000) $269 Shares 3,823 Est. Cost $60.24 Unrealized -13.9%
OEF iShares S&P 100 ETF 0.1%
Value ($000) $265 Shares 2,382 Est. Cost $102.46 Unrealized
INGR Ingredion Inc 0.1%
Value ($000) $265 Shares 2,185 Est. Cost $121.92 Unrealized 0.0%
H C P Inc 0.1%
Value ($000) $264 Shares 9,495 Est. Cost $39.18 Unrealized
VWO Vanguard Emerging Markets ETF 0.1%
Value ($000) $262 Shares 6,017 Est. Cost $36.22 Unrealized
Twitter Inc 0.1%
Value ($000) $256 Shares 15,169 Est. Cost $40.04 Unrealized
CCOI Cogent Communication 0.1%
Value ($000) $252 Shares 5,145 Est. Cost $28.92 Unrealized 0.0%
UNH Unitedhealth Group 0.1%
Value ($000) $250 Shares 1,277 Est. Cost $119.26 Unrealized +41.7%
XHS SPDR Series Trust 0.1%
Value ($000) $248 Shares 4,071 Est. Cost $55.05 Unrealized
SDY SPDR S&P Dividend ETF 0.1%
Value ($000) $246 Shares 2,697 Est. Cost $89.13 Unrealized
Claymore Exchange 0.1%
Value ($000) $246 Shares 11,479 Est. Cost $21.23 Unrealized
Claymore Exchange 0.1%
Value ($000) $246 Shares 11,649 Est. Cost $20.87 Unrealized
Guggenheim Bulls 2019 High Bond ETF 0.1%
Value ($000) $246 Shares 9,953 Est. Cost $24.72 Unrealized
AKAM Akamai Technologies 0.1%
Value ($000) $244 Shares 5,005 Est. Cost $59.97 Unrealized -20.2%
BWA Borg Warner Inc 0.1%
Value ($000) $243 Shares 4,751 Est. Cost $30.73 Unrealized +16.7%
Time Warner Inc New 0.1%
Value ($000) $241 Shares 2,356 Est. Cost $102.29 Unrealized
IJT iShares S&P Smcap Growth 0.1%
Value ($000) $236 Shares 1,438 Est. Cost $139.87 Unrealized
MELI Mercadolibre Inc 0.1%
Value ($000) $235 Shares 908 Est. Cost $125.85 Unrealized +110.4%
DJP Dow Jones UBS Commodity Index Total Return 0.1%
Value ($000) $234 Shares 10,075 Est. Cost $27.25 Unrealized
EPD Enterprise Products Partners LP 0.1%
Value ($000) $229 Shares 8,770 Est. Cost $28.79 Unrealized
Claymore Exchange 0.1%
Value ($000) $225 Shares 10,528 Est. Cost $21.21 Unrealized
HYG iShares iBoxx $ Hi.YLD. CPRT.BD.FD.ETF 0.1%
Value ($000) $216 Shares 2,431 Est. Cost $86.09 Unrealized
QCOM Qualcomm Inc 0.1%
Value ($000) $213 Shares 4,105 Est. Cost $50.87 Unrealized -16.8%
EQIX Equinix Inc 0.1%
Value ($000) $212 Shares 474 Est. Cost $318.01 Unrealized +20.0%
SJM J M Smucker Co New 0.1%
Value ($000) $210 Shares 2,001 Est. Cost $97.61 Unrealized -10.3%
REGN Regeneron Pharms Inc 0.1%
Value ($000) $207 Shares 464 Est. Cost $383.44 Unrealized +23.4%
LLY Lilly Eli & Company 0.1%
Value ($000) $202 Shares 2,366 Est. Cost $48.02 Unrealized +50.2%
BMRN Biomarin Pharmaceutical 0.1%
Value ($000) $202 Shares 2,169 Est. Cost $86.69 Unrealized +1.9%
GIS General Mills Inc 0.1%
Value ($000) $197 Shares 3,803 Est. Cost $40.71 Unrealized 0.0%
TXN Texas Instruments Inc 0.1%
Value ($000) $197 Shares 2,195 Est. Cost $58.18 Unrealized +12.1%
Anadarko Petroleum 0.1%
Value ($000) $195 Shares 4,000 Est. Cost $79.22 Unrealized
MNST Monster Beverage Corp 0.1%
Value ($000) $195 Shares 3,522 Est. Cost $22.71 Unrealized +18.7%
SCHA Schwab US Small-Cap Equity ETF 0.1%
Value ($000) $193 Shares 2,864 Est. Cost $56.27 Unrealized
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF 0.1%
Value ($000) $188 Shares 1,550 Est. Cost $123.13 Unrealized
PEP Pepsico 0.1%
Value ($000) $187 Shares 1,681 Est. Cost $78.80 Unrealized +13.5%
HDV iShares Core High Dividend ETF 0.1%
Value ($000) $182 Shares 2,118 Est. Cost $85.93 Unrealized
VO Vanguard Mid.Cap ETF 0.1%
Value ($000) $178 Shares 1,210 Est. Cost $125.28 Unrealized
PRLB Proto Labs Inc 0.1%
Value ($000) $176 Shares 2,189 Est. Cost $61.46 Unrealized +17.6%
Barclays ETN Shiller 0.1%
Value ($000) $174 Shares 1,590 Est. Cost $103.77 Unrealized
PPL PPL Corporation 0.1%
Value ($000) $173 Shares 4,505 Est. Cost $22.28 Unrealized +19.0%
IJH iShares Core S&P Mid-Cap ETF 0.1%
Value ($000) $168 Shares 941 Est. Cost $173.59 Unrealized
Northwest Natural Ga 0.1%
Value ($000) $161 Shares 2,500 Est. Cost $64.80 Unrealized
DUK Duke Energy Corp New 0.1%
Value ($000) $161 Shares 1,916 Est. Cost $59.82 Unrealized +1.7%
BA Boeing Co 0.1%
Value ($000) $161 Shares 635 Est. Cost $163.04 Unrealized +35.2%
Guggenheim Bulls 2020 High Bond ETF 0.0%
Value ($000) $154 Shares 6,171 Est. Cost $24.96 Unrealized
TWLO Twilio Inc 0.0%
Value ($000) $150 Shares 5,021 Est. Cost $36.34 Unrealized -17.5%
BOND PIMCO Total Return ETF 0.0%
Value ($000) $149 Shares 1,391 Est. Cost $107.50 Unrealized
VB Vanguard SML.Cap ETF 0.0%
Value ($000) $149 Shares 1,053 Est. Cost $115.76 Unrealized
SNA Snap On Inc 0.0%
Value ($000) $145 Shares 970 Est. Cost $121.59 Unrealized 0.0%
GPC Genuine Parts 0.0%
Value ($000) $144 Shares 1,490 Est. Cost $61.83 Unrealized +7.8%
NOC Northrop Grumman Corp 0.0%
Value ($000) $143 Shares 497 Est. Cost $182.98 Unrealized +28.4%
VV Vanguard LGCP.ETF 0.0%
Value ($000) $141 Shares 1,225 Est. Cost $100.48 Unrealized
Mulesoft Inc Class A 0.0%
Value ($000) $140 Shares 6,968 Est. Cost $20.09 Unrealized
CSX CSX 0.0%
Value ($000) $139 Shares 2,569 Est. Cost $7.28 Unrealized +110.3%
BAC Bank Of America Corp 0.0%
Value ($000) $137 Shares 5,413 Est. Cost $15.22 Unrealized +31.1%
Scripps NTWK Interactiv 0.0%
Value ($000) $136 Shares 1,588 Est. Cost $69.80 Unrealized
DCI Donaldson Company Inc 0.0%
Value ($000) $134 Shares 2,914 Est. Cost $38.97 Unrealized +3.9%
Doubleline Income Soluti 0.0%
Value ($000) $133 Shares 6,267 Est. Cost $21.22 Unrealized
DLN Wisdomtree TR 0.0%
Value ($000) $132 Shares 1,518 Est. Cost $77.08 Unrealized
Mobileiron Inc 0.0%
Value ($000) $132 Shares 35,807 Est. Cost $4.52 Unrealized
WMT Wal Mart Stores 0.0%
Value ($000) $130 Shares 1,667 Est. Cost $20.63 Unrealized +11.0%
ECL Ecolab 0.0%
Value ($000) $129 Shares 1,000 Est. Cost $109.11 Unrealized +10.1%
Discover Financial SVS. 0.0%
Value ($000) $128 Shares 1,989 Est. Cost $56.58 Unrealized
SHM SPDR Nuveen Barclays 0.0%
Value ($000) $128 Shares 2,625 Est. Cost $48.86 Unrealized
WY Weyerhaeuser 0.0%
Value ($000) $126 Shares 3,694 Est. Cost $21.11 Unrealized +12.1%
VNQ Vanguard REIT ETF 0.0%
Value ($000) $122 Shares 1,474 Est. Cost $87.99 Unrealized
BTI British American Tobacco PLC S P ADR 0.0%
Value ($000) $122 Shares 1,936 Est. Cost $66.73 Unrealized
Nektar Therapeutics 0.0%
Value ($000) $121 Shares 5,059 Est. Cost $23.92 Unrealized
MXI iShares S&P Global Materials 0.0%
Value ($000) $119 Shares 1,822 Est. Cost $50.70 Unrealized
EDIT Editas Medicine Inco 0.0%
Value ($000) $119 Shares 4,972 Est. Cost $19.03 Unrealized 0.0%
AMP Ameriprise Financial Inc 0.0%
Value ($000) $119 Shares 800 Est. Cost $73.83 Unrealized +60.7%
IDGT iShares North American Tech-Multi Ntwk 0.0%
Value ($000) $119 Shares 2,590 Est. Cost $34.75 Unrealized
BF/A Brown Forman Corp Class A 0.0%
Value ($000) $118 Shares 2,115 Est. Cost $26.88 Unrealized 0.0%
NTLA Intellia Therapeutic 0.0%
Value ($000) $117 Shares 4,693 Est. Cost $18.84 Unrealized 0.0%
Guggenheim BulletShares 2018 0.0%
Value ($000) $116 Shares 5,474 Est. Cost $21.29 Unrealized
MA Mastercard Inc 0.0%
Value ($000) $116 Shares 825 Est. Cost $97.17 Unrealized +30.0%
VCSH Vanguard Short Term Cor 0.0%
Value ($000) $114 Shares 1,417 Est. Cost $80.62 Unrealized
KHC Kraft Heinz Co Com 0.0%
Value ($000) $113 Shares 1,451 Est. Cost $56.23 Unrealized +0.3%
Guggenheim SP 500 Top 50 0.0%
Value ($000) $112 Shares 628 Est. Cost $153.61 Unrealized
AMGN Amgen Incorporated 0.0%
Value ($000) $111 Shares 597 Est. Cost $127.72 Unrealized +7.7%
JXI iShares S&P Global Utilities 0.0%
Value ($000) $110 Shares 2,174 Est. Cost $48.86 Unrealized
IXP iShares S&P Global Telecom 0.0%
Value ($000) $108 Shares 1,796 Est. Cost $62.27 Unrealized
PCG P G & E Corp 0.0%
Value ($000) $108 Shares 1,568 Est. Cost $57.25 Unrealized +17.4%
Powershs QQQ Trust Ser 1 0.0%
Value ($000) $106 Shares 724 Est. Cost $119.15 Unrealized
BF/B Brown Forman CRP CL B 0.0%
Value ($000) $105 Shares 1,933 Est. Cost $34.76 Unrealized 0.0%
XBFZX BlackRock Calif Mun 0.0%
Value ($000) $102 Shares 7,000 Est. Cost $16.76 Unrealized
VCIT Vanguard Corp Bond ETF 0.0%
Value ($000) $102 Shares 1,154 Est. Cost $89.20 Unrealized
ADI Analog Devices 0.0%
Value ($000) $102 Shares 1,185 Est. Cost $48.65 Unrealized +41.6%
Claymore Exchange 0.0%
Value ($000) $96 Shares 4,457 Est. Cost $21.33 Unrealized
Claymore Exchange 0.0%
Value ($000) $95 Shares 4,470 Est. Cost $21.27 Unrealized
DCP Midstream Partners 0.0%
Value ($000) $93 Shares 2,687 Est. Cost $34.61 Unrealized
DWM Wisdomtree TR 0.0%
Value ($000) $91 Shares 1,668 Est. Cost $44.96 Unrealized
Claymore Exchange 0.0%
Value ($000) $91 Shares 3,589 Est. Cost $25.26 Unrealized
C Citigroup Inc New 0.0%
Value ($000) $91 Shares 1,251 Est. Cost $43.59 Unrealized +19.1%
GRC Gorman Rupp Co Com 0.0%
Value ($000) $89 Shares 2,732 Est. Cost $28.73 Unrealized 0.0%
CMI Cummins Inc 0.0%
Value ($000) $89 Shares 531 Est. Cost $129.94 Unrealized 0.0%
Bob Evans Farms Inc 0.0%
Value ($000) $89 Shares 1,147 Est. Cost $63.00 Unrealized
MO Altria Group 0.0%
Value ($000) $89 Shares 1,384 Est. Cost $31.91 Unrealized +13.1%
UAL United Continental HDG. 0.0%
Value ($000) $89 Shares 1,470 Est. Cost $52.63 Unrealized +26.6%
VOD Vodafone Group Spon 0.0%
Value ($000) $88 Shares 3,095 Est. Cost $28.09 Unrealized
AMAT Applied Materials Inc 0.0%
Value ($000) $88 Shares 1,698 Est. Cost $17.10 Unrealized +140.8%
PIMCO Dynamic Income CF 0.0%
Value ($000) $87 Shares 2,800 Est. Cost $28.57 Unrealized
Guggenheim BulletShares 2017 0.0%
Value ($000) $86 Shares 3,812 Est. Cost $22.70 Unrealized
GS Goldman Sachs Group Inc 0.0%
Value ($000) $86 Shares 364 Est. Cost $180.31 Unrealized +4.3%
OTTR Otter Tail Corp 0.0%
Value ($000) $85 Shares 1,962 Est. Cost $29.64 Unrealized +10.3%
WGL Holdings Inc 0.0%
Value ($000) $84 Shares 1,000 Est. Cost $72.00 Unrealized
ESPR Esperion Therapeutic 0.0%
Value ($000) $83 Shares 1,657 Est. Cost $48.22 Unrealized 0.0%
Buckeye Partners Uts L P 0.0%
Value ($000) $83 Shares 1,454 Est. Cost $57.08 Unrealized
IWC iShares Micro Cap ETF 0.0%
Value ($000) $82 Shares 864 Est. Cost $71.76 Unrealized
Fibrogen Inc 0.0%
Value ($000) $82 Shares 1,519 Est. Cost $53.98 Unrealized
XLY CSM.Discrtny.SLT.Sect. SPDR FD. 0.0%
Value ($000) $81 Shares 900 Est. Cost $80.00 Unrealized
ETN Eaton Corp PLC F 0.0%
Value ($000) $81 Shares 1,056 Est. Cost $62.00 Unrealized +3.0%
SDOG Alps Sector Dividend 0.0%
Value ($000) $81 Shares 1,839 Est. Cost $41.33 Unrealized
TXNM PNM Resources Inc 0.0%
Value ($000) $81 Shares 2,000 Est. Cost $31.98 Unrealized +27.1%
ORI Old Republic Intl Co 0.0%
Value ($000) $79 Shares 4,000 Est. Cost $9.89 Unrealized 0.0%
MSEX Middlesex Water Co 0.0%
Value ($000) $79 Shares 2,000 Est. Cost $28.35 Unrealized +37.0%
SCHC Schwab International Mid/Small-Cap Equity ETF 0.0%
Value ($000) $79 Shares 2,210 Est. Cost $28.75 Unrealized
L3 Technologies Inc 0.0%
Value ($000) $78 Shares 416 Est. Cost $165.98 Unrealized
MET Metlife Inc 0.0%
Value ($000) $78 Shares 1,500 Est. Cost $33.78 Unrealized +8.4%
UA Under Armour Inc 0.0%
Value ($000) $78 Shares 5,188 Est. Cost $37.40 Unrealized -55.0%
CCI Crown Castle Intl Corp 0.0%
Value ($000) $77 Shares 772 Est. Cost $61.93 Unrealized +16.0%
BMO Bank Montreal Quebec F 0.0%
Value ($000) $76 Shares 1,007 Est. Cost $44.93 Unrealized +18.2%
ELV Anthem Inc 0.0%
Value ($000) $75 Shares 393 Est. Cost $119.03 Unrealized +43.2%
O Realty Income Corp 0.0%
Value ($000) $75 Shares 1,302 Est. Cost $41.20 Unrealized -9.8%
TROW Rowe T Price Group Inc 0.0%
Value ($000) $74 Shares 814 Est. Cost $60.46 Unrealized 0.0%
PNC PNC Finl Services GP Inc 0.0%
Value ($000) $74 Shares 552 Est. Cost $95.06 Unrealized +1.7%
TSN Tyson Foods Inc 0.0%
Value ($000) $72 Shares 1,015 Est. Cost $51.69 Unrealized -1.1%
STT State Street 0.0%
Value ($000) $72 Shares 750 Est. Cost $42.64 Unrealized +69.3%
ISTB iShares Short Term Bond ETF 0.0%
Value ($000) $70 Shares 1,398 Est. Cost $76.07 Unrealized
CHTR Charter Communicatn 0.0%
Value ($000) $69 Shares 191 Est. Cost $217.80 Unrealized +70.9%
Raytheon Co 0.0%
Value ($000) $67 Shares 360 Est. Cost $138.60 Unrealized
SUPN Supernus Pharma 0.0%
Value ($000) $67 Shares 1,674 Est. Cost $43.28 Unrealized 0.0%
IBB iShares Nasdaq Biotech. Idx.FD. 0.0%
Value ($000) $67 Shares 200 Est. Cost $265.13 Unrealized
NVS Novartis 'B' SPN.ADR 1:1 0.0%
Value ($000) $66 Shares 770 Est. Cost $75.44 Unrealized
MRSH Marsh & MC Lennan Co Inc 0.0%
Value ($000) $65 Shares 776 Est. Cost $61.73 Unrealized +12.1%
IYW iShares 0.0%
Value ($000) $65 Shares 431 Est. Cost $118.33 Unrealized
T C Pipelines LP 0.0%
Value ($000) $65 Shares 1,245 Est. Cost $60.07 Unrealized
Aetna Inc 0.0%
Value ($000) $63 Shares 398 Est. Cost $122.83 Unrealized
Eaton Vance National Muni Opp Trust Closed 0.0%
Value ($000) $63 Shares 2,780 Est. Cost $22.66 Unrealized
Magellan Midstream Partners 0.0%
Value ($000) $62 Shares 878 Est. Cost $70.62 Unrealized
EFAV iShares MSCI EAFE Minimum Volatility ETF 0.0%
Value ($000) $62 Shares 875 Est. Cost $67.43 Unrealized
MINT PIMCO Enhanced SHRT Maturty Actv ETF 0.0%
Value ($000) $61 Shares 600 Est. Cost $101.67 Unrealized
GD General Dynamics Corp Common 0.0%
Value ($000) $61 Shares 295 Est. Cost $135.68 Unrealized +22.7%
IJJ iShares TST.S&P Mid Cap. Val. 0.0%
Value ($000) $61 Shares 400 Est. Cost $138.54 Unrealized
EIX Edison Int'l 0.0%
Value ($000) $61 Shares 782 Est. Cost $48.75 Unrealized +13.5%
Express Scripts HLDG Co 0.0%
Value ($000) $59 Shares 935 Est. Cost $70.39 Unrealized
Clovis Oncology Inc 0.0%
Value ($000) $58 Shares 698 Est. Cost $83.09 Unrealized
XEL Xcel Energy Inc 0.0%
Value ($000) $57 Shares 1,187 Est. Cost $28.69 Unrealized +29.2%
Blue Cap Reinsurance F 0.0%
Value ($000) $57 Shares 3,375 Est. Cost $16.89 Unrealized
ET Energy Transfer Equity 0.0%
Value ($000) $56 Shares 3,200 Est. Cost $17.50 Unrealized
PRU Prudential Financial Inc 0.0%
Value ($000) $55 Shares 515 Est. Cost $62.61 Unrealized +15.1%
Leucadia National Co 0.0%
Value ($000) $55 Shares 2,187 Est. Cost $25.15 Unrealized
EXEL Exelixis Inc 0.0%
Value ($000) $55 Shares 2,276 Est. Cost $26.62 Unrealized 0.0%
JP Morgan Alerian MLP Index ETN 0.0%
Value ($000) $55 Shares 1,966 Est. Cost $31.95 Unrealized
IWR iShares Russell Mid-Cap 0.0%
Value ($000) $55 Shares 280 Est. Cost $175.00 Unrealized
GRMN Garmin LTD F 0.0%
Value ($000) $54 Shares 1,000 Est. Cost $42.01 Unrealized 0.0%
Aqua America Inc 0.0%
Value ($000) $54 Shares 1,625 Est. Cost $31.72 Unrealized
VBR Vanguard Small-Cap Value ETF 0.0%
Value ($000) $54 Shares 423 Est. Cost $124.16 Unrealized
Aerie Pharmaceutical 0.0%
Value ($000) $53 Shares 1,098 Est. Cost $48.27 Unrealized
ALL Allstate Corp 0.0%
Value ($000) $52 Shares 566 Est. Cost $58.16 Unrealized +29.2%
HEDJ WisdomTree Europe Hedged Equity 0.0%
Value ($000) $52 Shares 805 Est. Cost $50.93 Unrealized
California Resources 0.0%
Value ($000) $52 Shares 4,936 Est. Cost $12.16 Unrealized
EW Edwards Lifesciences CP 0.0%
Value ($000) $52 Shares 478 Est. Cost $29.41 Unrealized +29.7%
ATEN A10 Networks Inc 0.0%
Value ($000) $50 Shares 6,666 Est. Cost $8.18 Unrealized -22.1%
FBT First Trust NYSE Arca 0.0%
Value ($000) $50 Shares 400 Est. Cost $100.00 Unrealized
Kayne Anderson Energy De 0.0%
Value ($000) $49 Shares 2,818 Est. Cost $17.39 Unrealized
FNDB Schwab Fundamental US 0.0%
Value ($000) $49 Shares 1,395 Est. Cost $33.69 Unrealized
CBS 'B' 0.0%
Value ($000) $49 Shares 845 Est. Cost $54.44 Unrealized
VDC Vanguard Consumr Staples 0.0%
Value ($000) $49 Shares 350 Est. Cost $137.14 Unrealized
ADBE Adobe Systems Inc 0.0%
Value ($000) $49 Shares 330 Est. Cost $96.05 Unrealized +55.4%
OPK Opko Health Inc 0.0%
Value ($000) $48 Shares 6,987 Est. Cost $9.74 Unrealized -35.3%
Corenergy Infrast 7 20 Conv Bonds Due 06/15/20 0.0%
Value ($000) $47 Shares 40 Est. Cost $1175.00 Unrealized
Dynex Capital Inc New 0.0%
Value ($000) $47 Shares 6,500 Est. Cost $6.66 Unrealized
RY Royal Bank Cda Montreal Que Co M 0.0%
Value ($000) $46 Shares 600 Est. Cost $74.64 Unrealized 0.0%
Eaton Vance Municipal In 0.0%
Value ($000) $46 Shares 2,263 Est. Cost $20.33 Unrealized
AIG American Intl Group New 0.0%
Value ($000) $46 Shares 751 Est. Cost $48.74 Unrealized +2.9%
DES Wisdomtree Smallcap DIV 0.0%
Value ($000) $46 Shares 548 Est. Cost $71.17 Unrealized
FLXSHR CRNCY HDG MRNSTR 0.0%
Value ($000) $46 Shares 1,620 Est. Cost $26.54 Unrealized
MDLZ Mondelez Intl Inc CL A 0.0%
Value ($000) $46 Shares 1,130 Est. Cost $34.85 Unrealized -0.5%
XLB Select Sector SPDR 0.0%
Value ($000) $45 Shares 800 Est. Cost $56.25 Unrealized
VTI Vanguard Total Stock 0.0%
Value ($000) $45 Shares 346 Est. Cost $111.11 Unrealized
AFG American Financial Group Inc. 0.0%
Value ($000) $45 Shares 432 Est. Cost $35.59 Unrealized +43.7%
VFC V F Corporation 0.0%
Value ($000) $45 Shares 714 Est. Cost $58.80 Unrealized -1.9%
MAN Manpowergroup 0.0%
Value ($000) $44 Shares 375 Est. Cost $77.51 Unrealized +44.4%
HE Hawaiian Elec Industries Com 0.0%
Value ($000) $44 Shares 1,314 Est. Cost $33.08 Unrealized 0.0%
SYK Stryker Corp 0.0%
Value ($000) $43 Shares 300 Est. Cost $109.34 Unrealized +19.6%
EDIV SPDR S&P Emerging 0.0%
Value ($000) $43 Shares 1,419 Est. Cost $29.60 Unrealized
LXRX Lexicon Pharmaceutic 0.0%
Value ($000) $43 Shares 3,489 Est. Cost $14.77 Unrealized 0.0%
LEA Lear Corporation 0.0%
Value ($000) $43 Shares 250 Est. Cost $94.66 Unrealized +35.5%
Nuveen Ca QLTY Muni Income Ce Fund 0.0%
Value ($000) $42 Shares 2,807 Est. Cost $14.96 Unrealized
VT Vanguard Total World 0.0%
Value ($000) $42 Shares 597 Est. Cost $58.75 Unrealized
FMAT Fidelity MSCI 0.0%
Value ($000) $41 Shares 1,251 Est. Cost $31.20 Unrealized
PFF iShares U S PFD ETF 0.0%
Value ($000) $41 Shares 1,045 Est. Cost $38.37 Unrealized
Flaherty & Crumrine PFD Inc Op Portunity Fund 0.0%
Value ($000) $40 Shares 3,290 Est. Cost $12.16 Unrealized
FNDA Schwab Fundamental US 0.0%
Value ($000) $40 Shares 1,100 Est. Cost $34.55 Unrealized
Catchmark Timber TR REIT 0.0%
Value ($000) $39 Shares 3,072 Est. Cost $12.70 Unrealized
GM General Motors Co 0.0%
Value ($000) $39 Shares 966 Est. Cost $25.49 Unrealized +23.9%
Ca Inc 0.0%
Value ($000) $38 Shares 1,135 Est. Cost $33.36 Unrealized
PLD Prologis Inc Com 0.0%
Value ($000) $38 Shares 605 Est. Cost $35.71 Unrealized +36.5%
WDAY Workday Inc CL A 0.0%
Value ($000) $37 Shares 350 Est. Cost $103.18 Unrealized 0.0%
Rockwell Collins Inc 0.0%
Value ($000) $37 Shares 281 Est. Cost $96.09 Unrealized
MKC MC Cormick & Co Inc N-VT 0.0%
Value ($000) $37 Shares 357 Est. Cost $40.65 Unrealized +1.1%
CAH Cardinal Health Inc 0.0%
Value ($000) $37 Shares 545 Est. Cost $61.18 Unrealized -10.1%
ARW Arrow Electronics 0.0%
Value ($000) $36 Shares 445 Est. Cost $64.59 Unrealized +22.3%
Nuveen Credit 0.0%
Value ($000) $36 Shares 4,230 Est. Cost $8.51 Unrealized
Spark Energy Inc Class A 0.0%
Value ($000) $36 Shares 2,391 Est. Cost $15.06 Unrealized
BANX Stonecastle Finl Co 0.0%
Value ($000) $36 Shares 1,727 Est. Cost $9.32 Unrealized 0.0%
IDA Idacorp Incorporated 0.0%
Value ($000) $35 Shares 400 Est. Cost $87.48 Unrealized 0.0%
ENB Enbridge Inc F 0.0%
Value ($000) $35 Shares 835 Est. Cost $24.35 Unrealized 0.0%
FLOT iShares ETF 0.0%
Value ($000) $35 Shares 685 Est. Cost $50.83 Unrealized
SNPS Synopsys Inc 0.0%
Value ($000) $35 Shares 430 Est. Cost $50.14 Unrealized +54.7%
PAA Plains All American Pipeline LP 0.0%
Value ($000) $35 Shares 1,635 Est. Cost $21.41 Unrealized
PH Parker-Hannifin Corp 0.0%
Value ($000) $34 Shares 195 Est. Cost $96.45 Unrealized +49.8%
VNQI Vanguard Intl Equity 0.0%
Value ($000) $34 Shares 568 Est. Cost $57.00 Unrealized
ADSK Autodesk 0.0%
Value ($000) $34 Shares 302 Est. Cost $71.65 Unrealized +54.0%
BMRC Bank Of Marin Bancorp 0.0%
Value ($000) $34 Shares 499 Est. Cost $18.44 Unrealized +33.2%
MDY SPDR S&P Midcap 400 ETF Trust 0.0%
Value ($000) $34 Shares 105 Est. Cost $323.81 Unrealized
CAG Conagra Foods Inc 0.0%
Value ($000) $34 Shares 1,000 Est. Cost $23.58 Unrealized +5.2%
EFX Equifax Inc 0.0%
Value ($000) $34 Shares 321 Est. Cost $95.83 Unrealized +27.8%
BABA Alibaba Group HLDG 0.0%
Value ($000) $33 Shares 189 Est. Cost $174.60 Unrealized
HEFA iShares Currency Hedg 0.0%
Value ($000) $33 Shares 1,125 Est. Cost $27.56 Unrealized
Symantec Corp 0.0%
Value ($000) $33 Shares 995 Est. Cost $29.15 Unrealized
INTU Intuit Inc 0.0%
Value ($000) $33 Shares 235 Est. Cost $89.36 Unrealized +45.7%
New York CMNTY Bancorp 0.0%
Value ($000) $32 Shares 2,500 Est. Cost $16.00 Unrealized
Tortoise Egy Infrastruct 0.0%
Value ($000) $32 Shares 1,096 Est. Cost $33.76 Unrealized
IXUS iShares Core MSCI Total International Stock ETF 0.0%
Value ($000) $32 Shares 517 Est. Cost $53.35 Unrealized
RR Donnelley & Sons 0.0%
Value ($000) $31 Shares 3,000 Est. Cost $17.67 Unrealized
BlackRock Enh Equity DIV Trust Com 0.0%
Value ($000) $31 Shares 3,406 Est. Cost $9.10 Unrealized
EBAY eBay Inc 0.0%
Value ($000) $31 Shares 815 Est. Cost $27.17 Unrealized +19.1%
Liberty All Star Eq FD 0.0%
Value ($000) $30 Shares 5,000 Est. Cost $5.00 Unrealized
Nuveen Amt Free MNCPL CR 0.0%
Value ($000) $30 Shares 1,950 Est. Cost $15.38 Unrealized
GSV Capital Corp Senior Note C Onvertible 0.0%
Value ($000) $30 Shares 30 Est. Cost $1000.00 Unrealized
GLW Corning Inc 0.0%
Value ($000) $30 Shares 1,000 Est. Cost $23.59 Unrealized 0.0%
EXC Exelon Corp 0.0%
Value ($000) $30 Shares 788 Est. Cost $18.63 Unrealized +7.4%
Cons Communication HLDGS 0.0%
Value ($000) $29 Shares 1,500 Est. Cost $26.00 Unrealized
JCI Johnson CTLS Intl PLC F 0.0%
Value ($000) $29 Shares 707 Est. Cost $34.29 Unrealized -2.6%
GPN Global Payments Inc 0.0%
Value ($000) $29 Shares 300 Est. Cost $70.19 Unrealized +27.7%
AVB Avalonbay Commns. 0.0%
Value ($000) $29 Shares 160 Est. Cost $134.04 Unrealized +4.6%
Arconic Inc 0.0%
Value ($000) $29 Shares 1,166 Est. Cost $28.30 Unrealized
PSX Phillips 66 0.0%
Value ($000) $28 Shares 302 Est. Cost $57.26 Unrealized +7.0%
IWO iShares Russell 0.0%
Value ($000) $28 Shares 155 Est. Cost $137.25 Unrealized
IWB iShares Russell 1000 ETF 0.0%
Value ($000) $28 Shares 200 Est. Cost $116.67 Unrealized
DDD 3 D Systems Corp 0.0%
Value ($000) $28 Shares 2,108 Est. Cost $13.22 Unrealized +10.7%
FEZ SPDR Euro Stoxx 50 ETF 0.0%
Value ($000) $28 Shares 672 Est. Cost $35.71 Unrealized
Energy Transfer Partners LP 0.0%
Value ($000) $28 Shares 1,515 Est. Cost $18.48 Unrealized
Activision Blizzard 0.0%
Value ($000) $26 Shares 399 Est. Cost $50.51 Unrealized
IWS iShares Russell 0.0%
Value ($000) $26 Shares 308 Est. Cost $73.58 Unrealized
SO The Southern Company 0.0%
Value ($000) $25 Shares 500 Est. Cost $32.22 Unrealized +6.5%
ProShares TR Short 0.0%
Value ($000) $25 Shares 773 Est. Cost $34.50 Unrealized
GAP Gap Inc 0.0%
Value ($000) $25 Shares 833 Est. Cost $18.35 Unrealized 0.0%
Covanta Holding Corp 0.0%
Value ($000) $25 Shares 1,683 Est. Cost $14.85 Unrealized
NVO Novo-Nordisk A-S F 0.0%
Value ($000) $25 Shares 525 Est. Cost $34.64 Unrealized
XLRE Select Sector SPDR 0.0%
Value ($000) $24 Shares 732 Est. Cost $31.43 Unrealized
JPUS JPMorgan Divrsifd RTRN US Eqy ETF 0.0%
Value ($000) $24 Shares 350 Est. Cost $69.78 Unrealized
CHD Church & Dwight Co Inc 0.0%
Value ($000) $24 Shares 500 Est. Cost $45.66 Unrealized 0.0%
CC Chemours Co Com 0.0%
Value ($000) $24 Shares 470 Est. Cost $6.48 Unrealized +433.4%
EA Electronic Arts 0.0%
Value ($000) $24 Shares 200 Est. Cost $77.78 Unrealized +44.8%
Cushing Renaissance CF 0.0%
Value ($000) $24 Shares 1,296 Est. Cost $18.52 Unrealized
BlackRock Core Bond Trust Clos Ed End 0.0%
Value ($000) $24 Shares 1,700 Est. Cost $14.12 Unrealized
DTE Dte Energy Company 0.0%
Value ($000) $24 Shares 220 Est. Cost $56.09 Unrealized +24.7%
Apollo Global Management 0.0%
Value ($000) $24 Shares 802 Est. Cost $17.95 Unrealized
VLO Valero Energy 0.0%
Value ($000) $23 Shares 300 Est. Cost $49.43 Unrealized 0.0%
Western Asset Invt Grade Com 0.0%
Value ($000) $23 Shares 1,081 Est. Cost $21.28 Unrealized
ESS Essex Property Trust Inc 0.0%
Value ($000) $23 Shares 88 Est. Cost $174.85 Unrealized +12.4%
LUV Southwest Airlines Co 0.0%
Value ($000) $23 Shares 413 Est. Cost $40.16 Unrealized +26.0%
DNP Select Income Fund 0.0%
Value ($000) $23 Shares 2,000 Est. Cost $10.00 Unrealized
FNDF Schwab Fundamental Inl 0.0%
Value ($000) $23 Shares 770 Est. Cost $26.53 Unrealized
BP BP PLC ADR F 0.0%
Value ($000) $22 Shares 578 Est. Cost $37.58 Unrealized
21ST Cent Fox 0.0%
Value ($000) $22 Shares 825 Est. Cost $26.67 Unrealized
SPDR Barclays Capital High Yield Bnd ETF 0.0%
Value ($000) $22 Shares 600 Est. Cost $36.33 Unrealized
JPEM JP Morgan Divsfd Ret Emrg MKTS Eqty ETF 0.0%
Value ($000) $21 Shares 372 Est. Cost $54.98 Unrealized
WELL Welltower Inc Com 0.0%
Value ($000) $21 Shares 292 Est. Cost $53.94 Unrealized 0.0%
AEP Amer.Elec.PWR. 0.0%
Value ($000) $21 Shares 297 Est. Cost $49.81 Unrealized +6.5%
EEMV iShares MSCI Emerging Markets Minimum Volatility ETF 0.0%
Value ($000) $21 Shares 365 Est. Cost $54.79 Unrealized
EGHT 8X8 Inc New 0.0%
Value ($000) $20 Shares 1,460 Est. Cost $10.96 Unrealized +24.2%
WDC Western Digital Corp 0.0%
Value ($000) $20 Shares 229 Est. Cost $28.61 Unrealized +109.4%
Tableau Software Inc 0.0%
Value ($000) $20 Shares 265 Est. Cost $93.47 Unrealized
COF Capital One Finl 0.0%
Value ($000) $20 Shares 240 Est. Cost $62.71 Unrealized +13.8%
Enbridge Energy PTNRS LP 0.0%
Value ($000) $20 Shares 1,250 Est. Cost $16.00 Unrealized
Blackstone Group LP 0.0%
Value ($000) $19 Shares 570 Est. Cost $24.91 Unrealized
Te Connectivity LTD F 0.0%
Value ($000) $19 Shares 226 Est. Cost $84.07 Unrealized
ARCC Ares Capital Corporation 0.0%
Value ($000) $19 Shares 1,150 Est. Cost $7.28 Unrealized 0.0%
FS Investment Corp 0.0%
Value ($000) $19 Shares 2,137 Est. Cost $8.89 Unrealized
RWX SPDR DJ Wilshire Int Real Estate 0.0%
Value ($000) $19 Shares 500 Est. Cost $41.60 Unrealized
China Mobile LTD ADR F Sponsored ADR 1 ADR 0.0%
Value ($000) $18 Shares 330 Est. Cost $59.79 Unrealized
FLTB Fidelity Limited 0.0%
Value ($000) $18 Shares 349 Est. Cost $51.58 Unrealized
DHR Danaher Corp 0.0%
Value ($000) $18 Shares 214 Est. Cost $66.37 Unrealized +7.1%
AA Alcoa Corp 0.0%
Value ($000) $18 Shares 388 Est. Cost $25.90 Unrealized +47.5%
WMB Williams Companies 0.0%
Value ($000) $17 Shares 565 Est. Cost $9.91 Unrealized +94.4%
STM Stmicroelectronics 0.0%
Value ($000) $17 Shares 859 Est. Cost $15.13 Unrealized
CM Finance Inc 0.0%
Value ($000) $17 Shares 1,727 Est. Cost $9.84 Unrealized
F Ford Motor 0.0%
Value ($000) $16 Shares 1,375 Est. Cost $8.88 Unrealized -18.3%
STZ Constellation Brands Inc-A 0.0%
Value ($000) $16 Shares 80 Est. Cost $138.20 Unrealized +25.6%
New Relic Inc 0.0%
Value ($000) $16 Shares 316 Est. Cost $25.32 Unrealized
BCE B C E Inc New F 0.0%
Value ($000) $16 Shares 332 Est. Cost $27.96 Unrealized 0.0%
RWT Redwood Trust Inc 0.0%
Value ($000) $16 Shares 1,000 Est. Cost $16.00 Unrealized
PVH PVH Corp 0.0%
Value ($000) $16 Shares 125 Est. Cost $92.68 Unrealized +29.9%
Liberty Media Corp Series C Liberty Sirius 0.0%
Value ($000) $16 Shares 378 Est. Cost $42.33 Unrealized
FNDE Schwab Funda Emg MKTS 0.0%
Value ($000) $16 Shares 550 Est. Cost $27.27 Unrealized
LW Lamb Weston HLDGS 0.0%
Value ($000) $16 Shares 333 Est. Cost $29.75 Unrealized +33.2%
Liberty Global SR.C 0.0%
Value ($000) $15 Shares 463 Est. Cost $32.40 Unrealized
SONY Sony Corp ADR 0.0%
Value ($000) $15 Shares 400 Est. Cost $37.50 Unrealized
YUM Yum! Brands 0.0%
Value ($000) $15 Shares 200 Est. Cost $64.74 Unrealized 0.0%
Vaneck Vectors J P 0.0%
Value ($000) $15 Shares 807 Est. Cost $19.04 Unrealized
Altaba Incorporated 0.0%
Value ($000) $15 Shares 225 Est. Cost $53.33 Unrealized
DOX Amdocs LTD 0.0%
Value ($000) $14 Shares 220 Est. Cost $49.20 Unrealized +11.1%
Fireeye Inc 0.0%
Value ($000) $14 Shares 858 Est. Cost $16.32 Unrealized
FCOR Fidelity Corporate 0.0%
Value ($000) $14 Shares 282 Est. Cost $49.65 Unrealized
FBND Fidelity Total 0.0%
Value ($000) $14 Shares 281 Est. Cost $49.82 Unrealized
FPI Farmland Partners REIT 0.0%
Value ($000) $14 Shares 1,500 Est. Cost $9.33 Unrealized
HCA Hca Holdings Inc 0.0%
Value ($000) $13 Shares 165 Est. Cost $74.76 Unrealized 0.0%
NMFC New Mountain Finance Corp Com 0.0%
Value ($000) $13 Shares 887 Est. Cost $5.74 Unrealized 0.0%
WIP SPDR Series Trust ETF 0.0%
Value ($000) $13 Shares 225 Est. Cost $56.25 Unrealized
DFIN Donnelley Financial 0.0%
Value ($000) $13 Shares 625 Est. Cost $21.18 Unrealized +2.3%
A Agilent Technologies Inc 0.0%
Value ($000) $13 Shares 200 Est. Cost $35.23 Unrealized +66.1%
TDG Transdigm Group Inc Com 0.0%
Value ($000) $13 Shares 50 Est. Cost $176.01 Unrealized +7.9%
VRNS Varonis SYS Inc Com 0.0%
Value ($000) $13 Shares 310 Est. Cost $9.51 Unrealized +35.8%
Vector Group LTD 0.0%
Value ($000) $13 Shares 645 Est. Cost $21.38 Unrealized
VMC Vulcan Materials 0.0%
Value ($000) $12 Shares 100 Est. Cost $111.71 Unrealized -0.2%
OHI Omega Hlthcare Invs Inc 0.0%
Value ($000) $12 Shares 370 Est. Cost $32.43 Unrealized
UTHR United Therapeutics Corp 0.0%
Value ($000) $12 Shares 105 Est. Cost $115.64 Unrealized +10.4%
PIMCO High Income FD 0.0%
Value ($000) $12 Shares 1,402 Est. Cost $8.87 Unrealized
Nuveen Amt Free Quality 0.0%
Value ($000) $12 Shares 900 Est. Cost $13.33 Unrealized
HUM Humana 0.0%
Value ($000) $12 Shares 50 Est. Cost $160.64 Unrealized +42.1%
CIGNA 0.0%
Value ($000) $12 Shares 65 Est. Cost $137.81 Unrealized
Monsanto Co New Del 0.0%
Value ($000) $12 Shares 100 Est. Cost $113.72 Unrealized
Carlyle Group L P 0.0%
Value ($000) $12 Shares 519 Est. Cost $16.19 Unrealized
LULU Lululemon Athletica Inc 0.0%
Value ($000) $12 Shares 200 Est. Cost $60.05 Unrealized +0.3%
MPC Marathon Pete Corp 0.0%
Value ($000) $11 Shares 190 Est. Cost $27.21 Unrealized +51.9%
MGA Magna Intl Inc F 0.0%
Value ($000) $11 Shares 200 Est. Cost $30.14 Unrealized +24.6%
QRVO Qorvo Inc 0.0%
Value ($000) $11 Shares 150 Est. Cost $48.85 Unrealized +42.8%
RS Reliance STL & Alumi 0.0%
Value ($000) $11 Shares 141 Est. Cost $76.18 Unrealized -4.1%
Atlas Air Worldw 2.2522 Conv Bonds Due 06/01/22 0.0%
Value ($000) $11 Shares 9 Est. Cost $1222.22 Unrealized
EG Everest Re Group LTD F 0.0%
Value ($000) $11 Shares 50 Est. Cost $154.61 Unrealized +37.0%
CWI SPDR MSCI Acwi Ex-US 0.0%
Value ($000) $10 Shares 267 Est. Cost $31.73 Unrealized
SYF Synchrony Financial 0.0%
Value ($000) $10 Shares 331 Est. Cost $25.00 Unrealized -2.6%
Clearbridge Engy M 0.0%
Value ($000) $10 Shares 750 Est. Cost $13.33 Unrealized
FNDC Schwab Fundamental Intl 0.0%
Value ($000) $10 Shares 285 Est. Cost $31.95 Unrealized
BLKRCK Floatng Rate Incm 0.0%
Value ($000) $10 Shares 724 Est. Cost $13.81 Unrealized
BlackRock Municipal Inco 0.0%
Value ($000) $10 Shares 700 Est. Cost $14.29 Unrealized
XLE Sector SPDR Engy Select 0.0%
Value ($000) $10 Shares 150 Est. Cost $66.67 Unrealized
EMB iShares JP Morgan Usd Emrg.MKT.BD.FD. 0.0%
Value ($000) $10 Shares 86 Est. Cost $113.64 Unrealized
ULTA Ulta Salon Cosm&frag 0.0%
Value ($000) $10 Shares 45 Est. Cost $249.77 Unrealized -3.6%
Ticc Capital Corp 7.5 17 Conv Bonds Due 11/01/17 0.0%
Value ($000) $10 Shares 10 Est. Cost $1000.00 Unrealized
VRTX Vertex Pharmaceutica 0.0%
Value ($000) $10 Shares 65 Est. Cost $150.51 Unrealized 0.0%
AGNC A G N C Investment C 0.0%
Value ($000) $9 Shares 417 Est. Cost $21.58 Unrealized
SWK Stanley Black & Deck 0.0%
Value ($000) $9 Shares 59 Est. Cost $86.52 Unrealized +32.3%
Ingersoll Rand CL A Newf 0.0%
Value ($000) $9 Shares 100 Est. Cost $60.00 Unrealized
Loxo Oncology Inc 0.0%
Value ($000) $9 Shares 100 Est. Cost $90.00 Unrealized
LBRDK Liberty Broadband Co 0.0%
Value ($000) $9 Shares 94 Est. Cost $90.12 Unrealized 0.0%
BHF Brighthouse Financial Inc 0.0%
Value ($000) $8 Shares 134 Est. Cost $59.99 Unrealized 0.0%
ETR Entergy Corp New 0.0%
Value ($000) $8 Shares 100 Est. Cost $24.73 Unrealized +14.2%
Liberty Media Corp Series A Liberty Sirius 0.0%
Value ($000) $8 Shares 189 Est. Cost $42.33 Unrealized
Tortoise MLP Fund Inc Com 0.0%
Value ($000) $8 Shares 425 Est. Cost $18.82 Unrealized
AEE Ameren Corporation 0.0%
Value ($000) $8 Shares 140 Est. Cost $38.81 Unrealized +17.0%
ITOT iShares Core S&P Total US Stock Market ETF 0.0%
Value ($000) $8 Shares 143 Est. Cost $55.74 Unrealized
WM Waste Management Inc Del 0.0%
Value ($000) $8 Shares 108 Est. Cost $56.76 Unrealized +15.6%
TER Teradyne 0.0%
Value ($000) $8 Shares 204 Est. Cost $22.54 Unrealized +46.9%
ACWX iShares MSCI ACWI ex US 0.0%
Value ($000) $8 Shares 160 Est. Cost $38.60 Unrealized
YUMC Yum China Holdings I 0.0%
Value ($000) $8 Shares 200 Est. Cost $37.27 Unrealized 0.0%
STWD Starwood Property Trust 0.0%
Value ($000) $8 Shares 381 Est. Cost $21.19 Unrealized
ZBH Zimmer Holdings Inc 0.0%
Value ($000) $8 Shares 70 Est. Cost $99.58 Unrealized +8.2%
COP Conocophillips 0.0%
Value ($000) $8 Shares 150 Est. Cost $67.84 Unrealized -49.2%
KMI Kinder Morgan 0.0%
Value ($000) $7 Shares 363 Est. Cost $12.30 Unrealized 0.0%
CNDT Conduent Incorporate 0.0%
Value ($000) $7 Shares 469 Est. Cost $14.93 Unrealized +9.4%
SCZ iShares MSCI EAFE Small-Cap ETF 0.0%
Value ($000) $7 Shares 105 Est. Cost $47.93 Unrealized
AVT Avnet 0.0%
Value ($000) $7 Shares 180 Est. Cost $31.36 Unrealized 0.0%
EMIF iShares Emerging Markets Infrastructure 0.0%
Value ($000) $7 Shares 211 Est. Cost $28.99 Unrealized
Alps Trust ETF 0.0%
Value ($000) $7 Shares 625 Est. Cost $12.61 Unrealized
Aberdeen Global Income C 0.0%
Value ($000) $6 Shares 683 Est. Cost $8.78 Unrealized
Barrick Gold Corp F 0.0%
Value ($000) $6 Shares 367 Est. Cost $16.35 Unrealized
PFG Principal Financial 0.0%
Value ($000) $6 Shares 100 Est. Cost $35.21 Unrealized +32.5%
Tiffany & Co New 0.0%
Value ($000) $6 Shares 64 Est. Cost $62.50 Unrealized
ADNT Adient PLC F 0.0%
Value ($000) $6 Shares 70 Est. Cost $67.50 Unrealized +3.2%
L S C Communications 0.0%
Value ($000) $6 Shares 375 Est. Cost $26.67 Unrealized
Supervalu Inc 0.0%
Value ($000) $6 Shares 285 Est. Cost $21.05 Unrealized
Xerox Corp 0.0%
Value ($000) $6 Shares 193 Est. Cost $31.09 Unrealized
MCHP Microchip Technology Inc 0.0%
Value ($000) $5 Shares 55 Est. Cost $35.91 Unrealized 0.0%
PHG Koninklijke Phillips N V ADR 0.0%
Value ($000) $5 Shares 130 Est. Cost $38.46 Unrealized
Interpublic Group Of Cos 0.0%
Value ($000) $5 Shares 250 Est. Cost $14.88 Unrealized +4.8%
Genocea Biosciences 0.0%
Value ($000) $5 Shares 3,147 Est. Cost $1.59 Unrealized
Z Zillow Group Inc 0.0%
Value ($000) $5 Shares 115 Est. Cost $36.45 Unrealized +15.8%
RARE Ultragenyx Pharma 0.0%
Value ($000) $5 Shares 100 Est. Cost $59.25 Unrealized 0.0%
ALRM Alarm Com HLDGS Inc 0.0%
Value ($000) $5 Shares 100 Est. Cost $41.38 Unrealized 0.0%
VGT Vanguard Information Technology Equity ETF 0.0%
Value ($000) $5 Shares 30 Est. Cost $100.00 Unrealized
PowerShares Intl Div Achiev ETF 0.0%
Value ($000) $5 Shares 325 Est. Cost $13.05 Unrealized
PowerShares DB Base Metals ETF 0.0%
Value ($000) $5 Shares 273 Est. Cost $14.65 Unrealized
ADM Archer-Danls.-Midl. 0.0%
Value ($000) $5 Shares 125 Est. Cost $32.76 Unrealized +0.4%
TRU Transunion 0.0%
Value ($000) $5 Shares 100 Est. Cost $44.12 Unrealized 0.0%
Canadian Pac.RY. (NYS) 0.0%
Value ($000) $5 Shares 30 Est. Cost $143.88 Unrealized
Cempra Inc 0.0%
Value ($000) $5 Shares 1,531 Est. Cost $3.27 Unrealized
QTWO Q2 Holdings Inc 0.0%
Value ($000) $5 Shares 125 Est. Cost $39.12 Unrealized 0.0%
LBTYAUSD Liberty Global Inc F Class A 0.0%
Value ($000) $5 Shares 153 Est. Cost $32.68 Unrealized
SCHD Schwab US Dividend Equity ETF 0.0%
Value ($000) $4 Shares 75 Est. Cost $40.00 Unrealized
Boardwalk Pipeline 0.0%
Value ($000) $4 Shares 280 Est. Cost $18.31 Unrealized
Liberty Media Corp Series C Liberty Media 0.0%
Value ($000) $4 Shares 94 Est. Cost $42.55 Unrealized
Lions Gate Entmt F Class B 0.0%
Value ($000) $4 Shares 127 Est. Cost $31.50 Unrealized
Quicklogic Corp New 0.0%
Value ($000) $4 Shares 2,618 Est. Cost $1.53 Unrealized
DAL Delta Air Lines Inc 0.0%
Value ($000) $4 Shares 85 Est. Cost $40.06 Unrealized +13.0%
LBRDA Liberty Broadband Co 0.0%
Value ($000) $4 Shares 46 Est. Cost $89.38 Unrealized 0.0%
KREF K K R Real Estate Fi 0.0%
Value ($000) $4 Shares 200 Est. Cost $20.00 Unrealized
Guggenhm China 0.0%
Value ($000) $4 Shares 144 Est. Cost $22.35 Unrealized
CHIQ Global X Exch Traded FD 0.0%
Value ($000) $4 Shares 243 Est. Cost $10.66 Unrealized
NANR SPDR S&P NRTH Amrcn NTRL RSRC ETF 0.0%
Value ($000) $4 Shares 117 Est. Cost $34.19 Unrealized
SIG Signet Jewlers LTD F 0.0%
Value ($000) $4 Shares 60 Est. Cost $69.70 Unrealized -26.1%
BK Bank Of NY Mellon Corporation 0.0%
Value ($000) $4 Shares 75 Est. Cost $36.01 Unrealized +16.2%
PowerShares DB Multi 0.0%
Value ($000) $4 Shares 191 Est. Cost $20.94 Unrealized
FXI iShares China Large 0.0%
Value ($000) $4 Shares 102 Est. Cost $34.46 Unrealized
At 0.0%
Value ($000) $4 Shares 1,439 Est. Cost $2.78 Unrealized
BDX Becton Dickinson & Co 0.0%
Value ($000) $4 Shares 20 Est. Cost $171.06 Unrealized 0.0%
Transenterix Inc 0.0%
Value ($000) $3 Shares 2,000 Est. Cost $1.50 Unrealized
TGNA Tegna Inc 0.0%
Value ($000) $3 Shares 255 Est. Cost $14.06 Unrealized -4.6%
EWZ iShares MSCI Brazil ETF 0.0%
Value ($000) $3 Shares 70 Est. Cost $42.86 Unrealized
TRUP Trupanion Inc 0.0%
Value ($000) $3 Shares 100 Est. Cost $22.96 Unrealized 0.0%
XXCHNXX China FD Inc 0.0%
Value ($000) $3 Shares 139 Est. Cost $14.52 Unrealized
Discovery Commun Ser C 0.0%
Value ($000) $3 Shares 163 Est. Cost $18.40 Unrealized
Discovery Commun Ser A 0.0%
Value ($000) $3 Shares 141 Est. Cost $21.28 Unrealized
WOOD iShares TR GL Timb 0.0%
Value ($000) $3 Shares 52 Est. Cost $57.69 Unrealized
HSBC HSBC HLDGS PLC ADR New F 0.0%
Value ($000) $3 Shares 68 Est. Cost $44.12 Unrealized
HIG Hartford Finl SVCS Groupinc 0.0%
Value ($000) $3 Shares 51 Est. Cost $41.04 Unrealized +10.2%
ZG Zillow Group Inc Class A 0.0%
Value ($000) $3 Shares 75 Est. Cost $30.24 Unrealized +39.8%
DVY iShares Select Dividend ETF 0.0%
Value ($000) $3 Shares 36 Est. Cost $80.65 Unrealized
REM iShares TR MTG Rel 0.0%
Value ($000) $3 Shares 72 Est. Cost $45.27 Unrealized
XYZ Square Inc Class A 0.0%
Value ($000) $3 Shares 100 Est. Cost $26.18 Unrealized 0.0%
Sprint Corporation 0.0%
Value ($000) $3 Shares 363 Est. Cost $8.26 Unrealized
MDYG SPDR S&P 400 Mid Cap 0.0%
Value ($000) $3 Shares 19 Est. Cost $157.89 Unrealized
Coupa Software Incor 0.0%
Value ($000) $3 Shares 100 Est. Cost $30.00 Unrealized
Hollyfrontier Corp 0.0%
Value ($000) $2 Shares 42 Est. Cost $47.62 Unrealized
Citrix SYS. 0.0%
Value ($000) $2 Shares 20 Est. Cost $100.00 Unrealized
Cohen & Steers Selectutil FD Inc 0.0%
Value ($000) $2 Shares 106 Est. Cost $18.87 Unrealized
VDE Vanguard Energy ETF 0.0%
Value ($000) $2 Shares 23 Est. Cost $86.96 Unrealized
Alpine Immune Scienc 0.0%
Value ($000) $2 Shares 150 Est. Cost $13.33 Unrealized
Bed Bath & Beyond 0.0%
Value ($000) $2 Shares 75 Est. Cost $26.67 Unrealized
INVH Invitation Homes Inc 0.0%
Value ($000) $2 Shares 100 Est. Cost $17.80 Unrealized 0.0%
NXPI NXP Semiconductors NV F 0.0%
Value ($000) $2 Shares 14 Est. Cost $80.73 Unrealized +22.8%
MGNX Macrogenics Inc 0.0%
Value ($000) $2 Shares 100 Est. Cost $17.32 Unrealized 0.0%
CARS Cars Com Inc 0.0%
Value ($000) $2 Shares 85 Est. Cost $26.86 Unrealized -5.5%
Liberty Media Corp Series A Liberty Media 0.0%
Value ($000) $2 Shares 46 Est. Cost $43.48 Unrealized
Liberty Global Inc F Class C 0.0%
Value ($000) $1 Shares 58 Est. Cost $17.24 Unrealized
Cara Therapeutics 0.0%
Value ($000) $1 Shares 60 Est. Cost $16.67 Unrealized
Liberty Interactive A 0.0%
Value ($000) $1 Shares 55 Est. Cost $18.18 Unrealized
GTLS Chart Industries Inc 0.0%
Value ($000) $1 Shares 15 Est. Cost $35.13 Unrealized 0.0%
Direxion Daily Real Est 0.0%
Value ($000) $1 Shares 59 Est. Cost $16.95 Unrealized
Liberty Media Corp Series C Liberty Braves 0.0%
Value ($000) $1 Shares 37 Est. Cost $27.03 Unrealized
NOK Nokia Corp ADR 0.0%
Value ($000) $1 Shares 144 Est. Cost $6.94 Unrealized
NWSA News Corp 0.0%
Value ($000) $1 Shares 63 Est. Cost $10.76 Unrealized +14.2%
EXAS Exact Sciences Corp 0.0%
Value ($000) $1 Shares 30 Est. Cost $40.25 Unrealized 0.0%
MOS Mosaic Co New 0.0%
Value ($000) $1 Shares 40 Est. Cost $22.91 Unrealized -17.4%
FSLR First Solar Inc 0.0%
Value ($000) $1 Shares 32 Est. Cost $46.37 Unrealized 0.0%
FAST Fastenal Co 0.0%
Value ($000) $1 Shares 25 Est. Cost $8.83 Unrealized -1.8%
Glycomimetics Inc 0.0%
Value ($000) $1 Shares 100 Est. Cost $10.00 Unrealized
GPRO Gopro Inc. Com 0.0%
Value ($000) $1 Shares 80 Est. Cost $9.37 Unrealized 0.0%
CMG Chipotle Mexican GRL 0.0%
Value ($000) $1 Shares 2 Est. Cost $6.74 Unrealized 0.0%
KLAC Kla-Tencor 0.0%
Value ($000) $1 Shares 12 Est. Cost $65.71 Unrealized +27.3%
SGRY Surgery Partners Inc 0.0%
Value ($000) $1 Shares 100 Est. Cost $14.30 Unrealized 0.0%
INTG Intergroup Corp 0.0%
Value ($000) $1 Shares 33 Est. Cost $24.71 Unrealized +1.7%
Insys Therapeutics 0.0%
Value ($000) $1 Shares 57 Est. Cost $17.54 Unrealized
Hess Corporation 0.0%
Value ($000) $1 Shares 13 Est. Cost $76.92 Unrealized
Obalon Therapeutics 0.0%
Value ($000) $1 Shares 100 Est. Cost $10.00 Unrealized
TEVA Teva Pharm Inds LTD F 0.0%
Value ($000) $1 Shares 85 Est. Cost $45.75 Unrealized
Therapeuticsmd Inc 0.0%
Value ($000) $1 Shares 100 Est. Cost $10.00 Unrealized
ASIX Advansix Inc Com 0.0%
Value ($000) $1 Shares 30 Est. Cost $16.41 Unrealized +88.9%
VTIP Vanguard Short-Term Inflation-Protected Securities ETF 0.0%
Value ($000) $1 Shares 12 Est. Cost $41.67 Unrealized
CORP PIMCO Exch Traded Fund 0.0%
Value ($000) $1 Shares 13 Est. Cost $115.38 Unrealized
Tracon Pharmaceutl 0.0%
Value ($000) $1 Shares 300 Est. Cost $3.33 Unrealized
MFS Charter Income CF 0.0%
Value ($000) $1 Shares 143 Est. Cost $6.99 Unrealized
Peak Resorts Inc 0.0%
Value ($000) $1 Shares 141 Est. Cost $7.09 Unrealized
Pacwest Bancorp 0.0%
Value ($000) $1 Shares 14 Est. Cost $71.43 Unrealized
Valeant Pharma Intl F 0.0%
Value ($000) $0 Shares 25 Est. Cost Unrealized
V T V Therapeutics I Class A 0.0%
Value ($000) $0 Shares 75 Est. Cost Unrealized
Ascent Capital Group 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
VOO Vanguard S&P 500 ETF 0.0%
Value ($000) $0 Shares 2 Est. Cost $200.00 Unrealized
Voxx International Class A 0.0%
Value ($000) $0 Shares 3 Est. Cost Unrealized
Amber Road Inc 0.0%
Value ($000) $0 Shares 25 Est. Cost Unrealized
Adams Res & Energy New 0.0%
Value ($000) $0 Shares 10 Est. Cost Unrealized
Contravir Pharmaceut 0.0%
Value ($000) $0 Shares 9 Est. Cost Unrealized
Zynga Inc 0.0%
Value ($000) $0 Shares 20 Est. Cost $2.99 Unrealized
Commercehub Inc Class C 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
Forterra Inc 0.0%
Value ($000) $0 Shares 100 Est. Cost Unrealized
Commercehub Inc Class A 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
Corindus Vascular 0.0%
Value ($000) $0 Shares 200 Est. Cost Unrealized
SNAP Snap Inc Class A 0.0%
Value ($000) $0 Shares 1 Est. Cost $14.47 Unrealized 0.0%
Frontier Comm Co 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
Liberty Media Corp Series A Liberty Braves 0.0%
Value ($000) $0 Shares 18 Est. Cost Unrealized
Liberty Tripadvisor 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
Liberty Expedia Hold Class A 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
BB Blackberry LTD F 0.0%
Value ($000) $0 Shares 3 Est. Cost $9.41 Unrealized 0.0%
Logmein Inc 0.0%
Value ($000) $0 Shares 3 Est. Cost Unrealized
Randgold Res LTD ADR F 0.0%
Value ($000) $0 Shares 5 Est. Cost $95.21 Unrealized
Marathon Oil Corp 0.0%
Value ($000) $0 Shares 19 Est. Cost Unrealized
Echelon Corporation 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
Liberty Interactv 0.0%
Value ($000) $0 Shares 6 Est. Cost Unrealized
Quantum CP DLT & Sto 0.0%
Value ($000) $0 Shares 3 Est. Cost Unrealized
Liberty Global Inc F Class A 0.0%
Value ($000) $0 Shares 18 Est. Cost Unrealized