Perigon Wealth Management, LLC Diversified Active

CIK: 0001575239 · Show all filings

Period: Q4 2017 (← Previous) (Next →)

Filing Date: Feb 14, 2018

Total Value ($000): $267,990 (100.0% shares, 0.0% debt)

Holdings (625)

OXY Occidental PTL. 5.8%
Value ($000) $15,643 Shares 210,172 Est. Cost $62.71 Unrealized -12.1%
SPY SPDR S&P 500 ETF 5.3%
Value ($000) $14,226 Shares 53,038 Est. Cost $237.24 Unrealized
AAPL Apple 5.1%
Value ($000) $13,629 Shares 80,535 Est. Cost $30.56 Unrealized +27.9%
HD Home Depot 3.4%
Value ($000) $9,203 Shares 48,557 Est. Cost $213.33 Unrealized -33.6%
GOOG Alphabet Inc CL C 3.0%
Value ($000) $8,080 Shares 7,722 Est. Cost $35.84 Unrealized +41.0%
Xilinx Inc 2.7%
Value ($000) $7,133 Shares 105,800 Est. Cost $67.42 Unrealized
MRK Merck & Co Inc New 2.5%
Value ($000) $6,595 Shares 116,181 Est. Cost $39.96 Unrealized +7.6%
CME Cme Group 2.4%
Value ($000) $6,410 Shares 42,865 Est. Cost $76.89 Unrealized +37.2%
META Facebook Inc Class A 2.2%
Value ($000) $5,939 Shares 33,654 Est. Cost $117.11 Unrealized +49.9%
V Visa 'a' 2.2%
Value ($000) $5,899 Shares 51,736 Est. Cost $73.17 Unrealized +42.7%
DIS Walt Disney 2.0%
Value ($000) $5,439 Shares 50,196 Est. Cost $93.97 Unrealized +3.5%
LYB Lyondellbasell Inds.CL.A 1.8%
Value ($000) $4,953 Shares 44,895 Est. Cost $60.24 Unrealized +5.4%
JNJ Johnson & Johnson 1.8%
Value ($000) $4,758 Shares 34,051 Est. Cost $104.98 Unrealized +5.7%
TMO Thermo Fisher Scientific 1.8%
Value ($000) $4,707 Shares 24,770 Est. Cost $427.01 Unrealized -56.1%
MCD McDonalds 1.7%
Value ($000) $4,680 Shares 27,192 Est. Cost $207.62 Unrealized -33.2%
CVX Chevron 1.6%
Value ($000) $4,300 Shares 34,348 Est. Cost $94.77 Unrealized -11.8%
Travelers Cos. 1.5%
Value ($000) $4,036 Shares 29,757 Est. Cost $135.63 Unrealized
CMCSA Comcast 'a' 1.5%
Value ($000) $4,001 Shares 99,907 Est. Cost $28.01 Unrealized +9.5%
Celgene 1.5%
Value ($000) $3,953 Shares 37,883 Est. Cost $126.82 Unrealized
ACM AECOM 1.4%
Value ($000) $3,881 Shares 104,455 Est. Cost $35.17 Unrealized -0.6%
GILD Gilead Sciences 1.3%
Value ($000) $3,582 Shares 50,004 Est. Cost $58.29 Unrealized -4.1%
BRK/B Berkshire Hathaway 'B' 1.3%
Value ($000) $3,492 Shares 17,617 Est. Cost $211.81 Unrealized -10.4%
MMM 3M 1.3%
Value ($000) $3,417 Shares 14,519 Est. Cost $104.36 Unrealized +38.9%
XOM Exxon Mobil 1.2%
Value ($000) $3,254 Shares 38,906 Est. Cost $65.92 Unrealized -13.3%
United Technologies 1.2%
Value ($000) $3,220 Shares 25,238 Est. Cost $113.62 Unrealized
DR Pepper Snapple Group 1.2%
Value ($000) $3,113 Shares 31,884 Est. Cost $97.64 Unrealized
Dun & Bradstreet Del. 1.1%
Value ($000) $3,079 Shares 26,000 Est. Cost $118.42 Unrealized
MCO Moody's 1.1%
Value ($000) $3,058 Shares 20,720 Est. Cost $239.59 Unrealized -43.1%
EFA iShares MSCI EAGEFE ETF 1.1%
Value ($000) $2,975 Shares 42,318 Est. Cost $59.31 Unrealized
ACWI iShares MSCI ACWI 1.1%
Value ($000) $2,892 Shares 40,114 Est. Cost $72.09 Unrealized
CSCO Cisco Systems 1.1%
Value ($000) $2,831 Shares 73,924 Est. Cost $23.64 Unrealized +18.3%
JPM JP Morgan Chase & Co. 1.0%
Value ($000) $2,658 Shares 24,857 Est. Cost $68.05 Unrealized +19.5%
LMT Lockheed Martin Corp 0.9%
Value ($000) $2,448 Shares 7,625 Est. Cost $130.88 Unrealized +93.8%
IJR iShares Core S&P Small-Cap ETF 0.9%
Value ($000) $2,388 Shares 31,089 Est. Cost $89.92 Unrealized
Allergan PLC F 0.9%
Value ($000) $2,364 Shares 14,450 Est. Cost $231.11 Unrealized
PM Philip Morris Intl. 0.8%
Value ($000) $2,264 Shares 21,218 Est. Cost $54.15 Unrealized +28.5%
IWM iShares Russell 2000 ETF 0.8%
Value ($000) $2,214 Shares 14,524 Est. Cost $123.92 Unrealized
CVS CVS Caremark 0.8%
Value ($000) $2,182 Shares 30,092 Est. Cost $73.60 Unrealized -23.6%
Flir Systems Inc 0.8%
Value ($000) $2,072 Shares 44,444 Est. Cost $35.65 Unrealized
BND Vanguard Bond Index Fund 0.7%
Value ($000) $1,946 Shares 23,852 Est. Cost $82.60 Unrealized
NSC Norfolk Southern 0.7%
Value ($000) $1,922 Shares 13,266 Est. Cost $189.06 Unrealized -39.7%
WFC Wells Fargo & Co 0.7%
Value ($000) $1,885 Shares 31,073 Est. Cost $38.98 Unrealized +15.7%
EEM iShares MSCI Emerging Markets ETF 0.7%
Value ($000) $1,875 Shares 39,786 Est. Cost $38.56 Unrealized
NKE Nike Inc Class B 0.7%
Value ($000) $1,761 Shares 28,062 Est. Cost $51.12 Unrealized +1.3%
CRM Salesforce Com 0.6%
Value ($000) $1,671 Shares 16,345 Est. Cost $100.84 Unrealized -0.2%
Qiagen N.V. Com 0.6%
Value ($000) $1,498 Shares 48,441 Est. Cost $31.50 Unrealized
ADP Auto Data Processing 0.6%
Value ($000) $1,496 Shares 12,700 Est. Cost $74.13 Unrealized +29.7%
ABBV Abbvie Inc 0.4%
Value ($000) $1,153 Shares 11,923 Est. Cost $61.50 Unrealized +8.8%
VEEV Veeva Systems Inc. 0.4%
Value ($000) $1,106 Shares 20,000 Est. Cost $58.88 Unrealized 0.0%
EMR Emerson Electric 0.4%
Value ($000) $1,015 Shares 14,564 Est. Cost $57.12 Unrealized -6.7%
MSFT Microsoft 0.4%
Value ($000) $1,014 Shares 11,858 Est. Cost $63.25 Unrealized +19.0%
AME Ametek Inc New 0.4%
Value ($000) $978 Shares 13,500 Est. Cost $44.72 Unrealized +47.5%
COST Costco Wholesale 0.4%
Value ($000) $959 Shares 5,154 Est. Cost $233.74 Unrealized -33.9%
USB US Bancorp 0.3%
Value ($000) $900 Shares 16,703 Est. Cost $39.55 Unrealized -1.3%
SCHX Schwab US Large-Cap Equity ETF 0.3%
Value ($000) $899 Shares 14,103 Est. Cost $56.91 Unrealized
IBM IBM 0.3%
Value ($000) $892 Shares 5,812 Est. Cost $105.58 Unrealized -3.3%
TLT iShares 20 Year 0.3%
Value ($000) $891 Shares 7,025 Est. Cost $124.22 Unrealized
Powershs Exch Trad FD TR 0.3%
Value ($000) $813 Shares 54,732 Est. Cost $15.08 Unrealized
CWB SPDR Barclays ETF 0.3%
Value ($000) $813 Shares 16,069 Est. Cost $51.05 Unrealized
BWX SPDR Series Trust 0.3%
Value ($000) $809 Shares 28,457 Est. Cost $27.77 Unrealized
HON Honeywell International 0.3%
Value ($000) $803 Shares 5,234 Est. Cost $90.35 Unrealized +25.5%
GOOGL Alphabet Inc CL A 0.3%
Value ($000) $781 Shares 741 Est. Cost $37.94 Unrealized +35.0%
DLR Digital Realty TST. 0.3%
Value ($000) $776 Shares 6,757 Est. Cost $34.55 Unrealized +156.4%
BAX Baxter International Inc 0.3%
Value ($000) $772 Shares 11,920 Est. Cost $40.36 Unrealized +38.2%
AMZN Amazon Com Inc 0.3%
Value ($000) $746 Shares 638 Est. Cost $56.62 Unrealized -2.8%
IVV iShares S&P 500 ETF 0.3%
Value ($000) $722 Shares 2,685 Est. Cost $211.07 Unrealized
FDX Fedex Corporation 0.2%
Value ($000) $668 Shares 2,671 Est. Cost $126.20 Unrealized +57.7%
ABT Abbott Laboratories 0.2%
Value ($000) $648 Shares 11,356 Est. Cost $36.13 Unrealized +33.2%
CL Colgate-Palmolive Co 0.2%
Value ($000) $632 Shares 8,371 Est. Cost $56.67 Unrealized +6.4%
VEA Vanguard FTSE Developed Market S ETF 0.2%
Value ($000) $601 Shares 13,402 Est. Cost $39.22 Unrealized
SCHF Schwab International Developed Equity ETF 0.2%
Value ($000) $543 Shares 15,946 Est. Cost $29.36 Unrealized
SRE Sempra En. 0.2%
Value ($000) $540 Shares 5,016 Est. Cost $81.74 Unrealized -45.5%
Walgreens Boots Allianc 0.2%
Value ($000) $535 Shares 7,369 Est. Cost $76.60 Unrealized
Intra-Cellular Thera 0.2%
Value ($000) $521 Shares 35,955 Est. Cost $15.77 Unrealized
SCHB Schwab U.S. Broad Market Index ETF 0.2%
Value ($000) $495 Shares 7,676 Est. Cost $57.76 Unrealized
VO Vanguard Mid.Cap ETF 0.2%
Value ($000) $451 Shares 2,914 Est. Cost $142.53 Unrealized
BlackRock 0.2%
Value ($000) $451 Shares 877 Est. Cost $361.67 Unrealized
Dowdupont Inc Com 0.2%
Value ($000) $445 Shares 6,255 Est. Cost $69.22 Unrealized
INTC Intel 0.2%
Value ($000) $430 Shares 9,314 Est. Cost $26.15 Unrealized +39.8%
BMY Bristol Myers Squibb 0.2%
Value ($000) $421 Shares 6,873 Est. Cost $64.89 Unrealized -28.4%
VV Vanguard LGCP.ETF 0.2%
Value ($000) $415 Shares 3,389 Est. Cost $114.51 Unrealized
General Electric 0.2%
Value ($000) $415 Shares 23,658 Est. Cost $31.03 Unrealized
Splunk Inc 0.2%
Value ($000) $414 Shares 4,997 Est. Cost $58.23 Unrealized
IYY iShares Dow Jones 0.2%
Value ($000) $410 Shares 3,069 Est. Cost $119.99 Unrealized
IGM iShares North 0.2%
Value ($000) $405 Shares 2,400 Est. Cost $109.87 Unrealized
SHY iShares TR Barclays Bond 0.1%
Value ($000) $396 Shares 4,718 Est. Cost $85.09 Unrealized
NFLX Netflix Inc 0.1%
Value ($000) $391 Shares 2,039 Est. Cost $10.83 Unrealized +77.7%
XLK Sector SPDR TST.Sbi Int. Tech. 0.1%
Value ($000) $386 Shares 6,037 Est. Cost $52.89 Unrealized
VB Vanguard SML.Cap ETF 0.1%
Value ($000) $376 Shares 2,542 Est. Cost $134.59 Unrealized
SCHZ Schwab US Aggregate Bond ETF 0.1%
Value ($000) $366 Shares 7,010 Est. Cost $51.60 Unrealized
VTI Vanguard Total Stock 0.1%
Value ($000) $362 Shares 2,639 Est. Cost $133.76 Unrealized
IYR iShares U.S. Real Estate ETF 0.1%
Value ($000) $360 Shares 4,449 Est. Cost $80.55 Unrealized
EZU iShares MSCI Emu 0.1%
Value ($000) $358 Shares 8,246 Est. Cost $34.54 Unrealized
VIG Vanguard DIV.Apprec.Idx. FD. 0.1%
Value ($000) $354 Shares 3,471 Est. Cost $83.82 Unrealized
APD Air Prod & Chemicals Inc 0.1%
Value ($000) $347 Shares 2,100 Est. Cost $109.91 Unrealized +18.5%
UNH Unitedhealth Group 0.1%
Value ($000) $330 Shares 1,497 Est. Cost $129.07 Unrealized +44.2%
BOH Bank Of Hawaii 0.1%
Value ($000) $326 Shares 3,800 Est. Cost $76.12 Unrealized -20.2%
IWN iShares Russell 2000 0.1%
Value ($000) $323 Shares 2,565 Est. Cost $120.08 Unrealized
SCHM Schwab US Mid-Cap Equity ETF 0.1%
Value ($000) $323 Shares 6,057 Est. Cost $41.51 Unrealized
PG Procter & Gamble 0.1%
Value ($000) $322 Shares 3,509 Est. Cost $76.82 Unrealized -5.4%
NEE Nextera Energy 0.1%
Value ($000) $313 Shares 2,003 Est. Cost $42.85 Unrealized -26.4%
IJT iShares S&P Smcap Growth 0.1%
Value ($000) $310 Shares 1,823 Est. Cost $146.24 Unrealized
SCHW Charles Schwab 0.1%
Value ($000) $308 Shares 6,000 Est. Cost $31.85 Unrealized +32.3%
IT Gartner 'a' 0.1%
Value ($000) $308 Shares 2,500 Est. Cost $81.25 Unrealized +49.5%
INGR Ingredion Inc 0.1%
Value ($000) $307 Shares 2,185 Est. Cost $121.92 Unrealized +8.3%
VOT Vanguard Mid Cap Growth 0.1%
Value ($000) $304 Shares 2,380 Est. Cost $127.73 Unrealized
FLRN SPDR Barclays Investment 0.1%
Value ($000) $304 Shares 9,917 Est. Cost $30.72 Unrealized
BRK/A Berkshire Hathaway 0.1%
Value ($000) $298 Shares 1 Est. Cost $227949.47 Unrealized +24.9%
TIP iShares Barclays TIPS BD.FD. 0.1%
Value ($000) $293 Shares 2,565 Est. Cost $116.62 Unrealized
IWP iShares Russell Mid Cap 0.1%
Value ($000) $293 Shares 2,430 Est. Cost $104.12 Unrealized
SCHA Schwab US Small-Cap Equity ETF 0.1%
Value ($000) $290 Shares 4,164 Est. Cost $60.45 Unrealized
T AT&T 0.1%
Value ($000) $284 Shares 7,314 Est. Cost $13.49 Unrealized +13.0%
iShares Gold Trust 0.1%
Value ($000) $284 Shares 22,676 Est. Cost $12.30 Unrealized
IXJ iShares S&P Global Healthcare 0.1%
Value ($000) $276 Shares 2,456 Est. Cost $101.63 Unrealized
IVW iShares S&P 500 0.1%
Value ($000) $272 Shares 1,781 Est. Cost $136.94 Unrealized
VOO Vanguard S&P 500 ETF 0.1%
Value ($000) $269 Shares 1,097 Est. Cost $245.13 Unrealized
ED Consolidated Edison Inc 0.1%
Value ($000) $266 Shares 3,135 Est. Cost $66.81 Unrealized -4.1%
IEFA iShares Core MSCI EAFE ETF 0.1%
Value ($000) $264 Shares 3,991 Est. Cost $60.96 Unrealized
SDY SPDR S&P Dividend ETF 0.1%
Value ($000) $264 Shares 2,794 Est. Cost $89.32 Unrealized
IJS iShares S&P Smcap Value 0.1%
Value ($000) $256 Shares 1,665 Est. Cost $153.75 Unrealized
VWO Vanguard Emerging Markets ETF 0.1%
Value ($000) $253 Shares 5,508 Est. Cost $36.22 Unrealized
XHS SPDR Series Trust 0.1%
Value ($000) $251 Shares 4,071 Est. Cost $55.05 Unrealized
SJM J M Smucker Co New 0.1%
Value ($000) $249 Shares 2,001 Est. Cost $97.61 Unrealized -12.1%
H C P Inc 0.1%
Value ($000) $248 Shares 9,495 Est. Cost $39.18 Unrealized
Claymore Exchange 0.1%
Value ($000) $247 Shares 11,826 Est. Cost $20.87 Unrealized
Claymore Exchange 0.1%
Value ($000) $247 Shares 11,653 Est. Cost $21.23 Unrealized
Guggenheim Bulls 2019 High Bond ETF 0.1%
Value ($000) $247 Shares 10,104 Est. Cost $24.71 Unrealized
FMAT Fidelity MSCI 0.1%
Value ($000) $246 Shares 7,012 Est. Cost $34.39 Unrealized
IEMG iShares Core MSCI Emerging Markets ETF 0.1%
Value ($000) $242 Shares 4,246 Est. Cost $50.01 Unrealized
HDV iShares Core High Dividend ETF 0.1%
Value ($000) $242 Shares 2,690 Est. Cost $86.79 Unrealized
BAC Bank Of America Corp 0.1%
Value ($000) $241 Shares 8,153 Est. Cost $17.76 Unrealized +28.3%
VYM Vanguard High Dividend Yield ETF 0.1%
Value ($000) $241 Shares 2,814 Est. Cost $85.64 Unrealized
AGG iShares Barclays Aggregate Bond ETF 0.1%
Value ($000) $236 Shares 2,157 Est. Cost $112.61 Unrealized
GlaxoSmithKline PLC Adrf 0.1%
Value ($000) $236 Shares 6,566 Est. Cost $45.04 Unrealized
EPD Enterprise Products Partners LP 0.1%
Value ($000) $232 Shares 8,770 Est. Cost $28.79 Unrealized
VHT Vanguard Health Care Equity ETF 0.1%
Value ($000) $231 Shares 1,500 Est. Cost $154.00 Unrealized
Claymore Exchange 0.1%
Value ($000) $227 Shares 10,702 Est. Cost $21.21 Unrealized
GIS General Mills Inc 0.1%
Value ($000) $225 Shares 3,803 Est. Cost $40.71 Unrealized -0.4%
BA Boeing Co 0.1%
Value ($000) $221 Shares 751 Est. Cost $177.61 Unrealized +44.9%
Anadarko Petroleum 0.1%
Value ($000) $215 Shares 4,000 Est. Cost $79.22 Unrealized
PFE Pfizer Incorporated 0.1%
Value ($000) $214 Shares 5,911 Est. Cost $20.53 Unrealized +15.9%
IJK iShares S&P Midcap Growth 0.1%
Value ($000) $210 Shares 974 Est. Cost $172.14 Unrealized
VGT Vanguard Information Technology Equity ETF 0.1%
Value ($000) $205 Shares 1,242 Est. Cost $163.48 Unrealized
HYG iShares iBoxx $ Hi.YLD. CPRT.BD.FD.ETF 0.1%
Value ($000) $202 Shares 2,310 Est. Cost $86.09 Unrealized
LLY Lilly Eli & Company 0.1%
Value ($000) $199 Shares 2,362 Est. Cost $48.02 Unrealized +56.8%
PEP Pepsico 0.1%
Value ($000) $185 Shares 1,535 Est. Cost $78.80 Unrealized +12.9%
Barclays ETN Shiller 0.1%
Value ($000) $185 Shares 1,590 Est. Cost $103.77 Unrealized
ORCL Oracle 0.1%
Value ($000) $183 Shares 3,863 Est. Cost $40.17 Unrealized +8.3%
MUB iShares National AMT-Free Muni Bond ETF 0.1%
Value ($000) $181 Shares 1,637 Est. Cost $112.87 Unrealized
SCHE Schwab Emerging Market Equity ETF 0.1%
Value ($000) $176 Shares 6,286 Est. Cost $24.21 Unrealized
IJH iShares Core S&P Mid-Cap ETF 0.1%
Value ($000) $175 Shares 923 Est. Cost $173.59 Unrealized
NOC Northrop Grumman Corp 0.1%
Value ($000) $174 Shares 567 Est. Cost $192.87 Unrealized +36.4%
NVDA Nvidia Corp 0.1%
Value ($000) $173 Shares 896 Est. Cost $0.59 Unrealized +729.8%
SNA Snap On Inc 0.1%
Value ($000) $169 Shares 970 Est. Cost $121.59 Unrealized +8.1%
Target 0.1%
Value ($000) $167 Shares 2,565 Est. Cost $65.11 Unrealized
RXI iShares S&P Global Consumer Cyclical 0.1%
Value ($000) $166 Shares 1,517 Est. Cost $86.94 Unrealized
WMT Wal Mart Stores 0.1%
Value ($000) $165 Shares 1,667 Est. Cost $20.63 Unrealized +30.0%
MO Altria Group 0.1%
Value ($000) $165 Shares 2,285 Est. Cost $33.78 Unrealized +8.5%
ADI Analog Devices 0.1%
Value ($000) $164 Shares 1,840 Est. Cost $58.43 Unrealized +30.3%
Doubleline Income Soluti 0.1%
Value ($000) $163 Shares 8,067 Est. Cost $21.00 Unrealized
DUK Duke Energy Corp New 0.1%
Value ($000) $161 Shares 1,916 Est. Cost $59.82 Unrealized +4.7%
IEI iShares TR Barclays Bond 0.1%
Value ($000) $158 Shares 1,296 Est. Cost $127.15 Unrealized
Guggenheim Bulls 2020 High Bond ETF 0.1%
Value ($000) $156 Shares 6,320 Est. Cost $24.95 Unrealized
IWC iShares Micro Cap ETF 0.1%
Value ($000) $155 Shares 1,618 Est. Cost $82.96 Unrealized
Discover Financial SVS. 0.1%
Value ($000) $153 Shares 1,989 Est. Cost $56.58 Unrealized
Northwest Natural Ga 0.1%
Value ($000) $149 Shares 2,500 Est. Cost $64.80 Unrealized
OEF iShares S&P 100 ETF 0.1%
Value ($000) $148 Shares 1,249 Est. Cost $102.46 Unrealized
BOND PIMCO Total Return ETF 0.1%
Value ($000) $148 Shares 1,391 Est. Cost $107.50 Unrealized
DCI Donaldson Company Inc 0.1%
Value ($000) $143 Shares 2,914 Est. Cost $38.97 Unrealized +7.3%
BF/A Brown Forman Corp Class A 0.1%
Value ($000) $143 Shares 2,115 Est. Cost $26.88 Unrealized +13.8%
GPC Genuine Parts 0.1%
Value ($000) $143 Shares 1,490 Est. Cost $61.83 Unrealized +16.6%
PPL PPL Corporation 0.1%
Value ($000) $141 Shares 4,505 Est. Cost $22.28 Unrealized +11.7%
CSX CSX 0.1%
Value ($000) $141 Shares 2,569 Est. Cost $7.28 Unrealized +117.8%
DLN Wisdomtree TR 0.1%
Value ($000) $140 Shares 1,518 Est. Cost $77.08 Unrealized
VXF Vanguard Extended MKT 0.1%
Value ($000) $137 Shares 1,223 Est. Cost $112.02 Unrealized
KO Coca Cola Company 0.1%
Value ($000) $136 Shares 2,965 Est. Cost $35.63 Unrealized 0.0%
IXN iShares S&P Global Technology 0.1%
Value ($000) $136 Shares 884 Est. Cost $101.74 Unrealized
ECL Ecolab 0.1%
Value ($000) $135 Shares 1,000 Est. Cost $109.11 Unrealized +11.7%
BF/B Brown Forman CRP CL B 0.0%
Value ($000) $133 Shares 1,933 Est. Cost $34.76 Unrealized +17.9%
KXI iShars S&P Global Consumer Defensive 0.0%
Value ($000) $132 Shares 1,248 Est. Cost $99.83 Unrealized
SHM SPDR Nuveen Barclays ST Muni 0.0%
Value ($000) $132 Shares 2,755 Est. Cost $48.82 Unrealized
IEF iShares TR Bond 0.0%
Value ($000) $121 Shares 1,148 Est. Cost $112.37 Unrealized
Guggenheim SP 500 Top 50 0.0%
Value ($000) $118 Shares 622 Est. Cost $153.61 Unrealized
D Dominion Res. 0.0%
Value ($000) $117 Shares 1,438 Est. Cost $50.08 Unrealized +12.6%
Guggenheim BulletShares 2018 0.0%
Value ($000) $116 Shares 5,474 Est. Cost $21.29 Unrealized
KHC Kraft Heinz Company 0.0%
Value ($000) $113 Shares 1,451 Est. Cost $56.23 Unrealized -5.1%
Time Warner Inc New 0.0%
Value ($000) $112 Shares 1,220 Est. Cost $102.29 Unrealized
VCSH Vanguard Short Term Cor 0.0%
Value ($000) $112 Shares 1,417 Est. Cost $80.62 Unrealized
Powershs QQQ Trust Ser 1 0.0%
Value ($000) $110 Shares 707 Est. Cost $119.15 Unrealized
RWX SPDR DJ Wilshire Int Real Estate 0.0%
Value ($000) $109 Shares 2,690 Est. Cost $40.72 Unrealized
L3 Technologies Inc 0.0%
Value ($000) $109 Shares 551 Est. Cost $173.78 Unrealized
ESPR Esperion Therapeutic 0.0%
Value ($000) $109 Shares 1,657 Est. Cost $48.22 Unrealized +11.7%
GS Goldman Sachs Group Inc 0.0%
Value ($000) $107 Shares 419 Est. Cost $183.57 Unrealized +11.8%
EXI iShares S&P Global Industrials 0.0%
Value ($000) $104 Shares 1,123 Est. Cost $71.70 Unrealized
AMGN Amgen Incorporated 0.0%
Value ($000) $104 Shares 597 Est. Cost $127.72 Unrealized +8.2%
KSS Kohls Corp 0.0%
Value ($000) $103 Shares 1,900 Est. Cost $46.03 Unrealized 0.0%
ELV Anthem Inc 0.0%
Value ($000) $103 Shares 458 Est. Cost $129.31 Unrealized +48.0%
TSLA Tesla Motors Inc 0.0%
Value ($000) $103 Shares 331 Est. Cost $14.45 Unrealized +50.6%
VOD Vodafone Group Spon 0.0%
Value ($000) $101 Shares 3,095 Est. Cost $28.09 Unrealized
UAL United Continental HDG. 0.0%
Value ($000) $99 Shares 1,470 Est. Cost $52.63 Unrealized +18.4%
DCP Midstream Partners 0.0%
Value ($000) $98 Shares 2,687 Est. Cost $34.61 Unrealized
XBFZX BlackRock Calif Mun 0.0%
Value ($000) $96 Shares 7,000 Est. Cost $16.76 Unrealized
California Resources 0.0%
Value ($000) $96 Shares 4,936 Est. Cost $12.16 Unrealized
Claymore Exchange 0.0%
Value ($000) $95 Shares 4,457 Est. Cost $21.33 Unrealized
IXG iShares S&P Global Financial Services 0.0%
Value ($000) $95 Shares 1,359 Est. Cost $50.59 Unrealized
Claymore Exchange 0.0%
Value ($000) $94 Shares 4,470 Est. Cost $21.27 Unrealized
CB Chubb Limited Com 0.0%
Value ($000) $94 Shares 639 Est. Cost $114.91 Unrealized +12.7%
Powershares Emerging Market Bond ETF 0.0%
Value ($000) $94 Shares 3,196 Est. Cost $29.78 Unrealized
C Citigroup Inc New 0.0%
Value ($000) $93 Shares 1,251 Est. Cost $43.59 Unrealized +29.5%
DWM Wisdomtree TR 0.0%
Value ($000) $93 Shares 1,668 Est. Cost $44.96 Unrealized
Aetna Inc 0.0%
Value ($000) $93 Shares 516 Est. Cost $135.96 Unrealized
BTI British American Tobacco PLC S P ADR 0.0%
Value ($000) $93 Shares 1,382 Est. Cost $66.73 Unrealized
TSN Tyson Foods Inc 0.0%
Value ($000) $92 Shares 1,130 Est. Cost $52.69 Unrealized +16.6%
ALL Allstate Corp 0.0%
Value ($000) $91 Shares 866 Est. Cost $66.33 Unrealized +23.2%
BSV Vanguard Short-Term Bond ETF 0.0%
Value ($000) $90 Shares 1,140 Est. Cost $80.97 Unrealized
Claymore Exchange 0.0%
Value ($000) $90 Shares 3,589 Est. Cost $25.26 Unrealized
XLY CSM.Discrtny.SLT.Sect. SPDR FD. 0.0%
Value ($000) $89 Shares 900 Est. Cost $80.00 Unrealized
PYPL Paypal Holdings Inco 0.0%
Value ($000) $88 Shares 1,198 Est. Cost $59.77 Unrealized +20.7%
VCIT Vanguard Corp Bond ETF 0.0%
Value ($000) $88 Shares 1,004 Est. Cost $89.20 Unrealized
OTTR Otter Tail Corp 0.0%
Value ($000) $87 Shares 1,967 Est. Cost $29.64 Unrealized +23.0%
ORI Old Republic Intl Co 0.0%
Value ($000) $86 Shares 4,000 Est. Cost $9.89 Unrealized +6.4%
TROW Rowe T Price Group Inc 0.0%
Value ($000) $86 Shares 815 Est. Cost $60.46 Unrealized +18.7%
PIMCO Dynamic Income CF 0.0%
Value ($000) $85 Shares 2,800 Est. Cost $28.57 Unrealized
WY Weyerhaeuser 0.0%
Value ($000) $85 Shares 2,400 Est. Cost $21.11 Unrealized +21.9%
GRC Gorman Rupp Co Com 0.0%
Value ($000) $85 Shares 2,732 Est. Cost $28.73 Unrealized +10.4%
SDOG Alps Sector Dividend 0.0%
Value ($000) $84 Shares 1,839 Est. Cost $41.33 Unrealized
ETN Eaton Corp PLC F 0.0%
Value ($000) $84 Shares 1,058 Est. Cost $62.00 Unrealized +6.9%
SCHC Schwab International Mid/Small-Cap Equity ETF 0.0%
Value ($000) $84 Shares 2,300 Est. Cost $29.06 Unrealized
MET Metlife Inc 0.0%
Value ($000) $83 Shares 1,650 Est. Cost $34.34 Unrealized +16.2%
TXNM PNM Resources Inc 0.0%
Value ($000) $81 Shares 2,000 Est. Cost $31.98 Unrealized +34.1%
CMI Cummins Inc 0.0%
Value ($000) $81 Shares 459 Est. Cost $129.94 Unrealized +6.4%
BMO Bank Montreal Quebec F 0.0%
Value ($000) $81 Shares 1,009 Est. Cost $44.93 Unrealized +24.6%
IMCV iShares Morningstar Mid Cap ETF 0.0%
Value ($000) $80 Shares 500 Est. Cost $160.00 Unrealized
MSEX Middlesex Water Co 0.0%
Value ($000) $80 Shares 2,000 Est. Cost $28.35 Unrealized +52.0%
FNDF Schwab Fundamental Inl 0.0%
Value ($000) $80 Shares 2,620 Est. Cost $29.36 Unrealized
HEFA iShares Currency Hedg 0.0%
Value ($000) $79 Shares 2,650 Est. Cost $28.85 Unrealized
VAW Vanguard Materials 0.0%
Value ($000) $78 Shares 570 Est. Cost $136.84 Unrealized
PNC PNC Finl Services GP Inc 0.0%
Value ($000) $77 Shares 537 Est. Cost $95.06 Unrealized +10.1%
CAT Caterpillar 0.0%
Value ($000) $77 Shares 489 Est. Cost $82.75 Unrealized +40.6%
BlackRock Enh Equity DIV Trust Com 0.0%
Value ($000) $76 Shares 8,259 Est. Cost $9.16 Unrealized
STT State Street 0.0%
Value ($000) $74 Shares 750 Est. Cost $42.64 Unrealized +74.5%
MINT PIMCO Enhanced SHRT Maturty Actv ETF 0.0%
Value ($000) $73 Shares 715 Est. Cost $101.74 Unrealized
FEZ SPDR Euro Stoxx 50 ETF 0.0%
Value ($000) $73 Shares 1,795 Est. Cost $38.81 Unrealized
PRU Prudential Financial Inc 0.0%
Value ($000) $72 Shares 625 Est. Cost $65.00 Unrealized +17.2%
Fibrogen Inc 0.0%
Value ($000) $72 Shares 1,519 Est. Cost $53.98 Unrealized
WELL Welltower Inc Com 0.0%
Value ($000) $72 Shares 1,126 Est. Cost $51.32 Unrealized -1.8%
Buckeye Partners Uts L P 0.0%
Value ($000) $72 Shares 1,454 Est. Cost $57.08 Unrealized
ISTB iShares Short Term Bond ETF 0.0%
Value ($000) $70 Shares 1,398 Est. Cost $76.07 Unrealized
IYW iShares 0.0%
Value ($000) $70 Shares 431 Est. Cost $118.33 Unrealized
Express Scripts HLDG Co 0.0%
Value ($000) $70 Shares 935 Est. Cost $70.39 Unrealized
EXEL Exelixis Inc 0.0%
Value ($000) $69 Shares 2,276 Est. Cost $26.62 Unrealized -0.1%
ARKG Ark Genomic Revolution Mlti SCTR ETF 0.0%
Value ($000) $68 Shares 2,770 Est. Cost $24.55 Unrealized
Raytheon Co 0.0%
Value ($000) $68 Shares 360 Est. Cost $138.60 Unrealized
SUPN Supernus Pharma 0.0%
Value ($000) $67 Shares 1,674 Est. Cost $43.28 Unrealized -8.7%
SCHP SCH US TIPS ETF 0.0%
Value ($000) $66 Shares 1,190 Est. Cost $54.52 Unrealized
T C Pipelines LP 0.0%
Value ($000) $66 Shares 1,245 Est. Cost $60.07 Unrealized
SHW Sherwin Williams Co 0.0%
Value ($000) $66 Shares 162 Est. Cost $122.31 Unrealized 0.0%
Aerie Pharmaceutical 0.0%
Value ($000) $66 Shares 1,098 Est. Cost $48.27 Unrealized
NVS Novartis 'B' SPN.ADR 1:1 0.0%
Value ($000) $65 Shares 770 Est. Cost $75.44 Unrealized
O Realty Income Corp 0.0%
Value ($000) $65 Shares 1,128 Est. Cost $41.20 Unrealized -10.9%
Aqua America Inc 0.0%
Value ($000) $64 Shares 1,625 Est. Cost $31.72 Unrealized
EFAV iShares MSCI EAFE Minimum Volatility ETF 0.0%
Value ($000) $64 Shares 875 Est. Cost $67.43 Unrealized
IBB iShares Nasdaq Biotech. Idx.FD. 0.0%
Value ($000) $64 Shares 600 Est. Cost $159.49 Unrealized
IJJ iShares TST.S&P Mid Cap. Val. 0.0%
Value ($000) $64 Shares 400 Est. Cost $138.54 Unrealized
MDLZ Mondelez Intl Inc CL A 0.0%
Value ($000) $63 Shares 1,465 Est. Cost $34.76 Unrealized -0.8%
Eaton Vance National Muni Opp Trust Closed 0.0%
Value ($000) $63 Shares 2,791 Est. Cost $22.66 Unrealized
AFG American Financial Group Inc. 0.0%
Value ($000) $62 Shares 572 Est. Cost $39.97 Unrealized +33.8%
Magellan Midstream Partners 0.0%
Value ($000) $62 Shares 878 Est. Cost $70.62 Unrealized
IXC iShares S&P Global Energy 0.0%
Value ($000) $62 Shares 1,751 Est. Cost $32.53 Unrealized
GRMN Garmin LTD F 0.0%
Value ($000) $60 Shares 1,000 Est. Cost $42.01 Unrealized +14.3%
GD General Dynamics Corp Common 0.0%
Value ($000) $60 Shares 295 Est. Cost $135.68 Unrealized +25.6%
IWR iShares Russell Mid-Cap 0.0%
Value ($000) $58 Shares 280 Est. Cost $175.00 Unrealized
Leucadia National Co 0.0%
Value ($000) $58 Shares 2,187 Est. Cost $25.15 Unrealized
SCHR SCH Intm US TRSR ETF 0.0%
Value ($000) $57 Shares 1,070 Est. Cost $52.69 Unrealized
VBR Vanguard Small-Cap Value ETF 0.0%
Value ($000) $56 Shares 423 Est. Cost $124.16 Unrealized
ET Energy Transfer Equity 0.0%
Value ($000) $55 Shares 3,200 Est. Cost $17.50 Unrealized
Edwards Lifesciences CP 0.0%
Value ($000) $54 Shares 478 Est. Cost $112.97 Unrealized
JP Morgan Alerian MLP Index ETN 0.0%
Value ($000) $54 Shares 1,966 Est. Cost $31.95 Unrealized
UNP Union Pacific 0.0%
Value ($000) $53 Shares 394 Est. Cost $88.58 Unrealized +13.8%
FNDB Schwab Fundamental US 0.0%
Value ($000) $52 Shares 1,395 Est. Cost $33.69 Unrealized
VDC Vanguard Consumr Staples 0.0%
Value ($000) $51 Shares 350 Est. Cost $137.14 Unrealized
HEDJ WisdomTree Europe Hedged Equity 0.0%
Value ($000) $51 Shares 805 Est. Cost $50.93 Unrealized
CBS 'B' 0.0%
Value ($000) $50 Shares 845 Est. Cost $54.44 Unrealized
EIX Edison Int'l 0.0%
Value ($000) $50 Shares 782 Est. Cost $48.75 Unrealized +10.2%
First Trust NYSE Arca 0.0%
Value ($000) $50 Shares 400 Est. Cost $125.00 Unrealized
Kayne Anderson Energy De 0.0%
Value ($000) $49 Shares 2,818 Est. Cost $17.39 Unrealized
ITW Illinois Tool Works Inc 0.0%
Value ($000) $49 Shares 295 Est. Cost $106.54 Unrealized +22.8%
RY Royal Bank Cda Montreal Que Co M 0.0%
Value ($000) $49 Shares 600 Est. Cost $74.64 Unrealized +6.2%
SLYG SPDR S&P 600 Small Cap 0.0%
Value ($000) $48 Shares 209 Est. Cost $229.67 Unrealized
XLB Select Sector SPDR 0.0%
Value ($000) $48 Shares 800 Est. Cost $56.25 Unrealized
ADBE Adobe Systems Inc 0.0%
Value ($000) $48 Shares 275 Est. Cost $96.05 Unrealized +79.1%
FLXSHR CRNCY HDG MRNSTR 0.0%
Value ($000) $48 Shares 1,620 Est. Cost $26.54 Unrealized
Activision Blizzard 0.0%
Value ($000) $48 Shares 759 Est. Cost $56.55 Unrealized
DES Wisdomtree Smallcap DIV 0.0%
Value ($000) $48 Shares 1,644 Est. Cost $43.19 Unrealized
HE Hawaiian Elec Industries Com 0.0%
Value ($000) $48 Shares 1,314 Est. Cost $33.08 Unrealized +9.4%
MAN Manpowergroup 0.0%
Value ($000) $47 Shares 375 Est. Cost $77.51 Unrealized +61.2%
Clovis Oncology Inc 0.0%
Value ($000) $47 Shares 698 Est. Cost $83.09 Unrealized
ACN Accenture PLC CL A F 0.0%
Value ($000) $47 Shares 310 Est. Cost $96.90 Unrealized +32.7%
SYK Stryker Corp 0.0%
Value ($000) $47 Shares 300 Est. Cost $109.34 Unrealized +27.7%
EDIV SPDR S&P Emerging 0.0%
Value ($000) $47 Shares 1,419 Est. Cost $29.60 Unrealized
ARW Arrow Electronics 0.0%
Value ($000) $47 Shares 590 Est. Cost $68.46 Unrealized +17.4%
Eaton Vance Municipal In 0.0%
Value ($000) $47 Shares 2,269 Est. Cost $20.33 Unrealized
GM General Motors Co 0.0%
Value ($000) $46 Shares 1,126 Est. Cost $27.25 Unrealized +39.0%
Ca Inc 0.0%
Value ($000) $46 Shares 1,375 Est. Cost $33.38 Unrealized
AIG American Intl Group New 0.0%
Value ($000) $45 Shares 751 Est. Cost $48.74 Unrealized +2.0%
Scripps NTWK Interactiv 0.0%
Value ($000) $45 Shares 530 Est. Cost $69.80 Unrealized
LEA Lear Corporation 0.0%
Value ($000) $44 Shares 250 Est. Cost $94.66 Unrealized +57.6%
XYZ Square Inc Class A 0.0%
Value ($000) $43 Shares 1,227 Est. Cost $35.76 Unrealized +2.4%
PCG P G & E Corp 0.0%
Value ($000) $43 Shares 968 Est. Cost $57.25 Unrealized -3.3%
PSX Phillips 66 0.0%
Value ($000) $42 Shares 417 Est. Cost $60.58 Unrealized +14.4%
Blue Cap Reinsurance F 0.0%
Value ($000) $41 Shares 3,375 Est. Cost $16.89 Unrealized
BlackRock Core Bond Trust Clos Ed End 0.0%
Value ($000) $41 Shares 2,900 Est. Cost $14.13 Unrealized
VT Vanguard Total World 0.0%
Value ($000) $41 Shares 556 Est. Cost $58.75 Unrealized
VZ Verizon Communications 0.0%
Value ($000) $40 Shares 757 Est. Cost $29.04 Unrealized +10.0%
Nuveen Ca QLTY Muni Income Ce Fund 0.0%
Value ($000) $40 Shares 2,830 Est. Cost $14.96 Unrealized
CMF iShares Intermediate California Municipal Bond ETF 0.0%
Value ($000) $40 Shares 669 Est. Cost $118.47 Unrealized
BBHY JP Morgan ETF Trust 0.0%
Value ($000) $40 Shares 771 Est. Cost $51.79 Unrealized
Flaherty & Crumrine PFD Inc Op Portunity Fund 0.0%
Value ($000) $39 Shares 3,290 Est. Cost $11.85 Unrealized
PH Parker-Hannifin Corp 0.0%
Value ($000) $39 Shares 195 Est. Cost $96.45 Unrealized +70.4%
GWX SPDR S&P International 0.0%
Value ($000) $39 Shares 1,087 Est. Cost $35.88 Unrealized
ILMN Illumina Inc 0.0%
Value ($000) $39 Shares 178 Est. Cost $175.22 Unrealized +17.4%
CAG Conagra Foods Inc 0.0%
Value ($000) $38 Shares 1,000 Est. Cost $23.58 Unrealized +10.7%
COF Capital One Finl 0.0%
Value ($000) $38 Shares 380 Est. Cost $68.82 Unrealized +15.2%
EFX Equifax Inc 0.0%
Value ($000) $38 Shares 321 Est. Cost $95.83 Unrealized +9.0%
EXC Exelon Corp 0.0%
Value ($000) $38 Shares 958 Est. Cost $19.17 Unrealized +13.0%
SBUX Starbucks Corp 0.0%
Value ($000) $38 Shares 665 Est. Cost $41.60 Unrealized +14.0%
Rockwell Collins Inc 0.0%
Value ($000) $38 Shares 281 Est. Cost $96.09 Unrealized
SNPS Synopsys Inc 0.0%
Value ($000) $37 Shares 430 Est. Cost $50.14 Unrealized +72.6%
RWR SPDR Dow Jones REIT 0.0%
Value ($000) $37 Shares 397 Est. Cost $94.51 Unrealized
IDA Idacorp Incorporated 0.0%
Value ($000) $37 Shares 400 Est. Cost $87.48 Unrealized +6.8%
WDAY Workday Inc CL A 0.0%
Value ($000) $36 Shares 350 Est. Cost $103.18 Unrealized +3.5%
Te Connectivity LTD F 0.0%
Value ($000) $36 Shares 376 Est. Cost $88.73 Unrealized
MDY SPDR S&P Midcap 400 ETF Trust 0.0%
Value ($000) $36 Shares 105 Est. Cost $323.81 Unrealized
BANX Stonecastle Finl Co 0.0%
Value ($000) $35 Shares 1,727 Est. Cost $9.32 Unrealized +2.3%
Nuveen Credit 0.0%
Value ($000) $35 Shares 4,230 Est. Cost $8.51 Unrealized
FLOT iShares ETF 0.0%
Value ($000) $35 Shares 685 Est. Cost $50.83 Unrealized
Amerigas Partners LP 0.0%
Value ($000) $34 Shares 730 Est. Cost $46.58 Unrealized
BMRC Bank Of Marin Bancorp 0.0%
Value ($000) $34 Shares 499 Est. Cost $18.44 Unrealized +42.3%
Altaba Incorporated 0.0%
Value ($000) $34 Shares 485 Est. Cost $62.32 Unrealized
LXRX Lexicon Pharmaceutic 0.0%
Value ($000) $34 Shares 3,489 Est. Cost $14.77 Unrealized -29.6%
PAA Plains All American Pipeline LP 0.0%
Value ($000) $34 Shares 1,635 Est. Cost $21.41 Unrealized
IXUS iShares Core MSCI Total International Stock ETF 0.0%
Value ($000) $33 Shares 517 Est. Cost $53.35 Unrealized
New York CMNTY Bancorp 0.0%
Value ($000) $33 Shares 2,500 Est. Cost $16.00 Unrealized
ENB Enbridge Inc F 0.0%
Value ($000) $33 Shares 835 Est. Cost $24.35 Unrealized -4.3%
MGA Magna Intl Inc F 0.0%
Value ($000) $33 Shares 580 Est. Cost $38.46 Unrealized +11.4%
Liberty All Star Eq FD 0.0%
Value ($000) $32 Shares 5,000 Est. Cost $5.00 Unrealized
VGK Vanguard European ETF 0.0%
Value ($000) $32 Shares 543 Est. Cost $58.93 Unrealized
Tortoise Egy Infrastruct 0.0%
Value ($000) $32 Shares 1,096 Est. Cost $33.76 Unrealized
STZ Constellation Brands Inc-A 0.0%
Value ($000) $32 Shares 140 Est. Cost $160.43 Unrealized +18.5%
AMT American Tower Corp 0.0%
Value ($000) $32 Shares 221 Est. Cost $84.18 Unrealized +37.5%
Arconic Inc 0.0%
Value ($000) $32 Shares 1,166 Est. Cost $28.30 Unrealized
GLW Corning Inc 0.0%
Value ($000) $32 Shares 1,000 Est. Cost $23.59 Unrealized +6.9%
DOX Amdocs LTD 0.0%
Value ($000) $31 Shares 475 Est. Cost $52.40 Unrealized +5.3%
EBAY eBay Inc 0.0%
Value ($000) $31 Shares 815 Est. Cost $27.17 Unrealized +21.6%
Nuveen Amt Free MNCPL CR 0.0%
Value ($000) $30 Shares 1,950 Est. Cost $15.38 Unrealized
GPN Global Payments Inc 0.0%
Value ($000) $30 Shares 300 Est. Cost $70.19 Unrealized +35.6%
IWB iShares Russell 1000 ETF 0.0%
Value ($000) $30 Shares 200 Est. Cost $116.67 Unrealized
Spark Energy Inc Class A 0.0%
Value ($000) $30 Shares 2,391 Est. Cost $15.06 Unrealized
Covanta Holding Corp 0.0%
Value ($000) $29 Shares 1,683 Est. Cost $17.23 Unrealized
AVB Avalonbay Commns. 0.0%
Value ($000) $29 Shares 160 Est. Cost $134.04 Unrealized +2.2%
GAP Gap Inc 0.0%
Value ($000) $29 Shares 840 Est. Cost $18.35 Unrealized +22.2%
NVO Novo-Nordisk A-S F 0.0%
Value ($000) $28 Shares 525 Est. Cost $34.64 Unrealized
Symantec Corp 0.0%
Value ($000) $28 Shares 995 Est. Cost $29.15 Unrealized
RR Donnelley & Sons 0.0%
Value ($000) $28 Shares 3,000 Est. Cost $17.67 Unrealized
VLO Valero Energy 0.0%
Value ($000) $28 Shares 300 Est. Cost $49.43 Unrealized +20.7%
21ST Cent Fox 0.0%
Value ($000) $28 Shares 825 Est. Cost $26.67 Unrealized
CIGNA 0.0%
Value ($000) $28 Shares 140 Est. Cost $171.13 Unrealized
JCI Johnson CTLS Intl PLC F 0.0%
Value ($000) $27 Shares 707 Est. Cost $34.29 Unrealized -5.3%
MXI iShares S&P Global Materials 0.0%
Value ($000) $27 Shares 379 Est. Cost $50.70 Unrealized
Energy Transfer Partners LP 0.0%
Value ($000) $27 Shares 1,515 Est. Cost $18.48 Unrealized
BDX Becton Dickinson & Co 0.0%
Value ($000) $27 Shares 125 Est. Cost $183.14 Unrealized +1.3%
LUV Southwest Airlines Co 0.0%
Value ($000) $27 Shares 413 Est. Cost $40.16 Unrealized +32.3%
HUM Humana 0.0%
Value ($000) $26 Shares 105 Est. Cost $197.24 Unrealized +16.9%
Cushing Renaissance CF 0.0%
Value ($000) $26 Shares 1,296 Est. Cost $18.52 Unrealized
QCOM Qualcomm Inc 0.0%
Value ($000) $25 Shares 385 Est. Cost $50.87 Unrealized -3.7%
NANR SPDR S&P NRTH Amrcn NTRL RSRC ETF 0.0%
Value ($000) $25 Shares 700 Est. Cost $35.46 Unrealized
Western Asset Invt Grade Com 0.0%
Value ($000) $25 Shares 1,088 Est. Cost $21.28 Unrealized
CHD Church & Dwight Co Inc 0.0%
Value ($000) $25 Shares 500 Est. Cost $45.66 Unrealized -7.3%
CLX Clorox Co 0.0%
Value ($000) $24 Shares 163 Est. Cost $103.90 Unrealized +3.5%
CC Chemours Co Com 0.0%
Value ($000) $24 Shares 470 Est. Cost $6.48 Unrealized +492.5%
IXP iShares S&P Global Telecom 0.0%
Value ($000) $24 Shares 402 Est. Cost $62.27 Unrealized
BP BP PLC ADR F 0.0%
Value ($000) $24 Shares 578 Est. Cost $37.58 Unrealized
AKAM Akamai Technologies 0.0%
Value ($000) $24 Shares 375 Est. Cost $59.97 Unrealized -7.7%
DTE Dte Energy Company 0.0%
Value ($000) $24 Shares 220 Est. Cost $56.09 Unrealized +28.9%
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF 0.0%
Value ($000) $24 Shares 195 Est. Cost $123.13 Unrealized
XLRE Select Sector SPDR 0.0%
Value ($000) $24 Shares 732 Est. Cost $31.43 Unrealized
SO The Southern Company 0.0%
Value ($000) $24 Shares 500 Est. Cost $32.22 Unrealized +13.2%
SCHH Schwab US REIT ETF 0.0%
Value ($000) $24 Shares 586 Est. Cost $41.56 Unrealized
VSS Vanguard All-World ex-US Small/Midcap ETF 0.0%
Value ($000) $24 Shares 201 Est. Cost $119.40 Unrealized
SCHO Schwab Shrt. Term US Treasury Bond ETF 0.0%
Value ($000) $24 Shares 477 Est. Cost $50.58 Unrealized
JXI iShares S&P Global Utilities 0.0%
Value ($000) $23 Shares 464 Est. Cost $48.86 Unrealized
ISRG Intuitive Surgical New 0.0%
Value ($000) $23 Shares 63 Est. Cost $53.28 Unrealized +134.9%
MPC Marathon Pete Corp 0.0%
Value ($000) $23 Shares 355 Est. Cost $36.63 Unrealized +29.6%
EG Everest Re Group LTD F 0.0%
Value ($000) $23 Shares 105 Est. Cost $173.45 Unrealized +9.9%
AEP Amer.Elec.PWR. 0.0%
Value ($000) $22 Shares 297 Est. Cost $49.81 Unrealized +12.5%
Broadcom LTD F 0.0%
Value ($000) $22 Shares 85 Est. Cost $218.92 Unrealized
DNP Select Income Fund 0.0%
Value ($000) $22 Shares 2,000 Est. Cost $10.00 Unrealized
EEMV iShares MSCI Emerging Markets Minimum Volatility ETF 0.0%
Value ($000) $22 Shares 365 Est. Cost $54.79 Unrealized
iShares S&P Developed 0.0%
Value ($000) $22 Shares 550 Est. Cost $36.62 Unrealized
CE Celanese 'a' 0.0%
Value ($000) $21 Shares 200 Est. Cost $90.95 Unrealized 0.0%
CHTR Charter Communicatn 0.0%
Value ($000) $21 Shares 62 Est. Cost $217.80 Unrealized +56.0%
AA Alcoa Corp 0.0%
Value ($000) $21 Shares 388 Est. Cost $25.90 Unrealized +68.6%
EA Electronic Arts 0.0%
Value ($000) $21 Shares 200 Est. Cost $77.78 Unrealized +39.0%
AMP Ameriprise Financial Inc 0.0%
Value ($000) $21 Shares 125 Est. Cost $73.83 Unrealized +85.4%
ESS Essex Property Trust Inc 0.0%
Value ($000) $21 Shares 88 Est. Cost $174.85 Unrealized +9.3%
ADSK Autodesk 0.0%
Value ($000) $21 Shares 200 Est. Cost $71.65 Unrealized +62.7%
JPEM JPMRG DVSFD Retn Emrg MRKS Eqy ETF 0.0%
Value ($000) $21 Shares 353 Est. Cost $54.98 Unrealized
AMAT Applied Materials Inc 0.0%
Value ($000) $20 Shares 400 Est. Cost $17.10 Unrealized +189.0%
DHR Danaher Corp 0.0%
Value ($000) $20 Shares 214 Est. Cost $66.37 Unrealized +17.9%
TJX T J X Cos Inc 0.0%
Value ($000) $19 Shares 250 Est. Cost $35.15 Unrealized -7.8%
ROST Ross Stores Inc 0.0%
Value ($000) $19 Shares 238 Est. Cost $40.16 Unrealized +60.6%
STM Stmicroelectronics 0.0%
Value ($000) $19 Shares 859 Est. Cost $15.13 Unrealized
MFC Manulife Financial Corpf 0.0%
Value ($000) $19 Shares 900 Est. Cost $20.78 Unrealized 0.0%
Wabco HLDGS Inc Com 0.0%
Value ($000) $19 Shares 129 Est. Cost $148.08 Unrealized
LOW Lowes Companies Inc 0.0%
Value ($000) $19 Shares 206 Est. Cost $64.20 Unrealized +11.0%
Goldman Sachs M L P LP 0.0%
Value ($000) $19 Shares 3,066 Est. Cost $6.20 Unrealized
LW Lamb Weston HLDGS 0.0%
Value ($000) $19 Shares 333 Est. Cost $29.75 Unrealized +57.1%
DDD 3 D Systems Corp 0.0%
Value ($000) $18 Shares 2,108 Est. Cost $13.22 Unrealized -22.2%
ZBH Zimmer Holdings Inc 0.0%
Value ($000) $18 Shares 150 Est. Cost $102.89 Unrealized +2.8%
WDC Western Digital Corp 0.0%
Value ($000) $18 Shares 229 Est. Cost $28.61 Unrealized +104.4%
AYI Acuity Brands Inc 0.0%
Value ($000) $18 Shares 104 Est. Cost $211.81 Unrealized -23.6%
Cons Communication HLDGS 0.0%
Value ($000) $18 Shares 1,500 Est. Cost $26.00 Unrealized
ARCC Ares Capital Corporation 0.0%
Value ($000) $18 Shares 1,150 Est. Cost $7.28 Unrealized +2.7%
New Relic Inc 0.0%
Value ($000) $18 Shares 316 Est. Cost $25.32 Unrealized
FLTB Fidelity Limited 0.0%
Value ($000) $18 Shares 349 Est. Cost $51.58 Unrealized
Tableau Software Inc 0.0%
Value ($000) $18 Shares 265 Est. Cost $93.47 Unrealized
SONY Sony Corp ADR 0.0%
Value ($000) $18 Shares 400 Est. Cost $37.50 Unrealized
UAA Under Armour Inc CL A 0.0%
Value ($000) $17 Shares 1,198 Est. Cost $26.42 Unrealized -45.3%
UPS United Parcel Ser 0.0%
Value ($000) $17 Shares 140 Est. Cost $72.23 Unrealized +19.4%
PVH PVH Corp 0.0%
Value ($000) $17 Shares 125 Est. Cost $92.68 Unrealized +39.3%
WMB Williams Companies 0.0%
Value ($000) $17 Shares 565 Est. Cost $9.91 Unrealized +87.7%
China Mobile LTD ADR F Sponsored ADR 1 ADR 0.0%
Value ($000) $17 Shares 330 Est. Cost $59.79 Unrealized
Enbridge Energy PTNRS LP 0.0%
Value ($000) $17 Shares 1,250 Est. Cost $16.00 Unrealized
DJP Dow Jones UBS Commodity Index Total Return 0.0%
Value ($000) $17 Shares 706 Est. Cost $27.25 Unrealized
BCE B C E Inc New F 0.0%
Value ($000) $16 Shares 332 Est. Cost $27.96 Unrealized +2.9%
ETR Entergy Corp New 0.0%
Value ($000) $16 Shares 200 Est. Cost $27.81 Unrealized +11.1%
FS Investment Corp 0.0%
Value ($000) $16 Shares 2,172 Est. Cost $8.87 Unrealized
FNDE Schwab Funda Emg MKTS 0.0%
Value ($000) $16 Shares 550 Est. Cost $27.27 Unrealized
UTHR United Therapeutics Corp 0.0%
Value ($000) $16 Shares 105 Est. Cost $115.64 Unrealized +9.9%
VNQI Vanguard Intl Equity 0.0%
Value ($000) $16 Shares 268 Est. Cost $57.00 Unrealized
YUM Yum! Brands 0.0%
Value ($000) $16 Shares 200 Est. Cost $64.74 Unrealized +5.4%
Liberty Global SR.C 0.0%
Value ($000) $16 Shares 463 Est. Cost $32.40 Unrealized
MTD Mettler-Toledo Intl 0.0%
Value ($000) $16 Shares 26 Est. Cost $600.48 Unrealized +6.5%
LULU Lululemon Athletica Inc 0.0%
Value ($000) $16 Shares 200 Est. Cost $60.05 Unrealized +11.0%
MCK Mckesson Corporation 0.0%
Value ($000) $16 Shares 102 Est. Cost $184.80 Unrealized -24.8%
Liberty Media Corp Series C Liberty Sirius 0.0%
Value ($000) $15 Shares 378 Est. Cost $42.33 Unrealized
CAH Cardinal Health Inc 0.0%
Value ($000) $15 Shares 249 Est. Cost $61.18 Unrealized -20.8%
SUB iShares Short Term National AMT Free Municipal Bond ETF 0.0%
Value ($000) $15 Shares 145 Est. Cost $105.91 Unrealized
CM Finance Inc 0.0%
Value ($000) $15 Shares 1,727 Est. Cost $9.84 Unrealized
ALGN Align Technology Inc 0.0%
Value ($000) $15 Shares 66 Est. Cost $55.19 Unrealized +311.6%
DEO Diageo SPN.ADR 1:4 0.0%
Value ($000) $15 Shares 100 Est. Cost $150.00 Unrealized
FSLR First Solar Inc 0.0%
Value ($000) $15 Shares 215 Est. Cost $56.82 Unrealized +3.2%
AVT Avnet 0.0%
Value ($000) $15 Shares 385 Est. Cost $32.19 Unrealized +2.3%
BABA Alibaba Group HLDG 0.0%
Value ($000) $15 Shares 89 Est. Cost $174.60 Unrealized
Vector Group LTD 0.0%
Value ($000) $15 Shares 648 Est. Cost $21.38 Unrealized
VRNS Varonis SYS Inc Com 0.0%
Value ($000) $15 Shares 310 Est. Cost $9.51 Unrealized +64.9%
FNDA Schwab Fundamental US 0.0%
Value ($000) $14 Shares 375 Est. Cost $34.55 Unrealized
SLB Schlumberger 0.0%
Value ($000) $14 Shares 208 Est. Cost $60.24 Unrealized -15.0%
TDG Transdigm Group Inc Com 0.0%
Value ($000) $14 Shares 50 Est. Cost $176.01 Unrealized +14.5%
ZTS Zoetis Inc 0.0%
Value ($000) $14 Shares 200 Est. Cost $64.45 Unrealized 0.0%
HCA Hca Holdings Inc 0.0%
Value ($000) $14 Shares 165 Est. Cost $74.76 Unrealized -0.1%
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
ALK Alaska Air Group Inc 0.0%
Value ($000) $14 Shares 190 Est. Cost $67.65 Unrealized 0.0%
Emerge Energy SVC LP LP 0.0%
Value ($000) $14 Shares 1,848 Est. Cost $7.58 Unrealized
PowerShares S&P ETF 0.0%
Value ($000) $13 Shares 270 Est. Cost $48.15 Unrealized
TTC Toro Company 0.0%
Value ($000) $13 Shares 205 Est. Cost $42.17 Unrealized +50.4%
SYF Synchrony Financial 0.0%
Value ($000) $13 Shares 331 Est. Cost $25.00 Unrealized +12.0%
VMC Vulcan Materials 0.0%
Value ($000) $13 Shares 100 Est. Cost $111.71 Unrealized +1.8%
LVS Las Vegas Sands Corp 0.0%
Value ($000) $13 Shares 185 Est. Cost $56.22 Unrealized 0.0%
Hollyfrontier Corp 0.0%
Value ($000) $12 Shares 242 Est. Cost $49.25 Unrealized
IFF Intl Flavors& Fragrances 0.0%
Value ($000) $12 Shares 79 Est. Cost $83.82 Unrealized +45.4%
XEL Xcel Energy Inc 0.0%
Value ($000) $12 Shares 250 Est. Cost $28.69 Unrealized +34.5%
Xerox Corp 0.0%
Value ($000) $12 Shares 416 Est. Cost $29.89 Unrealized
Monsanto Co New Del 0.0%
Value ($000) $12 Shares 100 Est. Cost $113.72 Unrealized
NMFC New Mountain Finance Corp Com 0.0%
Value ($000) $12 Shares 909 Est. Cost $5.74 Unrealized +1.6%
DFIN Donnelley Financial 0.0%
Value ($000) $12 Shares 625 Est. Cost $21.18 Unrealized -3.5%
Fireeye Inc 0.0%
Value ($000) $12 Shares 842 Est. Cost $16.32 Unrealized
Nuveen Amt Free Quality 0.0%
Value ($000) $12 Shares 900 Est. Cost $13.33 Unrealized
BIIB Biogen Idec Inc 0.0%
Value ($000) $12 Shares 39 Est. Cost $296.11 Unrealized +8.3%
XLE Sector SPDR Engy Select 0.0%
Value ($000) $12 Shares 163 Est. Cost $67.22 Unrealized
RS Reliance STL & Alumi 0.0%
Value ($000) $12 Shares 141 Est. Cost $76.18 Unrealized +3.4%
MGK Vanguard World FD (mega Cap Growth Etf) 0.0%
Value ($000) $11 Shares 103 Est. Cost $106.80 Unrealized
ADM Archer-Danls.-Midl. 0.0%
Value ($000) $11 Shares 270 Est. Cost $32.53 Unrealized -0.6%
OHI Omega Hlthcare Invs Inc 0.0%
Value ($000) $10 Shares 370 Est. Cost $32.43 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
AGNC A G N C Investment C 0.0%
Value ($000) $10 Shares 477 Est. Cost $21.50 Unrealized
VRTX Vertex Pharmaceutica 0.0%
Value ($000) $10 Shares 65 Est. Cost $150.51 Unrealized -1.6%
SWK Stanley Black & Deck 0.0%
Value ($000) $10 Shares 59 Est. Cost $86.52 Unrealized +51.2%
SSO ProShares Ultra (S&P 500 Proshares) 0.0%
Value ($000) $10 Shares 91 Est. Cost $109.89 Unrealized
FNDC Schwab Fundamental Intl 0.0%
Value ($000) $10 Shares 285 Est. Cost $31.95 Unrealized
CWI SPDR MSCI Acwi Ex-US 0.0%
Value ($000) $10 Shares 267 Est. Cost $31.73 Unrealized
TER Teradyne 0.0%
Value ($000) $9 Shares 204 Est. Cost $22.54 Unrealized +75.3%
PSMT Pricesmart Inc 0.0%
Value ($000) $9 Shares 109 Est. Cost $81.02 Unrealized -5.4%
BHF Brighthouse Financial Inc 0.0%
Value ($000) $9 Shares 147 Est. Cost $59.92 Unrealized -1.3%
ITOT iShares Core S&P Total US Stock Market ETF 0.0%
Value ($000) $9 Shares 143 Est. Cost $55.74 Unrealized
EL Estee Lauder Companiesinc CL A 0.0%
Value ($000) $9 Shares 73 Est. Cost $75.07 Unrealized +44.6%
Ingersoll Rand CL A Newf 0.0%
Value ($000) $9 Shares 100 Est. Cost $60.00 Unrealized
Clearbridge Engy M 0.0%
Value ($000) $9 Shares 750 Est. Cost $13.33 Unrealized
WM Waste Management Inc Del 0.0%
Value ($000) $9 Shares 108 Est. Cost $56.76 Unrealized +24.6%
LBRDK Liberty Broadband Co 0.0%
Value ($000) $8 Shares 94 Est. Cost $90.12 Unrealized -7.5%
YUMC Yum China Holdings I 0.0%
Value ($000) $8 Shares 200 Est. Cost $37.27 Unrealized +10.4%
Loxo Oncology Inc 0.0%
Value ($000) $8 Shares 100 Est. Cost $90.00 Unrealized
TXN Texas Instruments Inc 0.0%
Value ($000) $8 Shares 76 Est. Cost $58.18 Unrealized +33.5%
Total S A ADR F 0.0%
Value ($000) $8 Shares 140 Est. Cost $57.14 Unrealized
TGNA Tegna Inc 0.0%
Value ($000) $8 Shares 550 Est. Cost $13.53 Unrealized -3.3%
VFC V F Corporation 0.0%
Value ($000) $8 Shares 112 Est. Cost $58.80 Unrealized +12.3%
COP Conocophillips 0.0%
Value ($000) $8 Shares 150 Est. Cost $67.84 Unrealized -41.5%
AEE Ameren Corporation 0.0%
Value ($000) $8 Shares 140 Est. Cost $38.81 Unrealized +25.3%
Alps Trust ETF 0.0%
Value ($000) $7 Shares 625 Est. Cost $12.61 Unrealized
BIP Brookfield Infrast 0.0%
Value ($000) $7 Shares 150 Est. Cost $46.67 Unrealized
BWA Borg Warner Inc 0.0%
Value ($000) $7 Shares 134 Est. Cost $30.73 Unrealized +32.5%
AMG Affiliated Managers 0.0%
Value ($000) $7 Shares 35 Est. Cost $188.42 Unrealized 0.0%
SCZ iShares MSCI EAFE Small-Cap ETF 0.0%
Value ($000) $7 Shares 105 Est. Cost $47.93 Unrealized
Liberty Media Corp Series A Liberty Sirius 0.0%
Value ($000) $7 Shares 189 Est. Cost $42.33 Unrealized
SIG Signet Jewlers LTD F 0.0%
Value ($000) $7 Shares 130 Est. Cost $59.85 Unrealized -14.1%
SPDR Ser TR (S&P 600 Small Cap Etf) 0.0%
Value ($000) $7 Shares 53 Est. Cost $132.08 Unrealized
Tortoise MLP Fund Inc Com 0.0%
Value ($000) $7 Shares 425 Est. Cost $18.82 Unrealized
Tiffany & Co New 0.0%
Value ($000) $7 Shares 64 Est. Cost $62.50 Unrealized
Supervalu Inc 0.0%
Value ($000) $6 Shares 285 Est. Cost $21.05 Unrealized
PEG Public Service Enterprise 0.0%
Value ($000) $6 Shares 120 Est. Cost $38.22 Unrealized 0.0%
OPK Opko Health Inc 0.0%
Value ($000) $6 Shares 1,287 Est. Cost $9.74 Unrealized -40.5%
L S C Communications 0.0%
Value ($000) $6 Shares 375 Est. Cost $26.67 Unrealized
ADNT Adient PLC F 0.0%
Value ($000) $6 Shares 70 Est. Cost $67.50 Unrealized +17.9%
KMI Kinder Morgan 0.0%
Value ($000) $6 Shares 346 Est. Cost $12.30 Unrealized -7.3%
ONEQ Fidelity Nasdaq 0.0%
Value ($000) $6 Shares 21 Est. Cost $241.94 Unrealized
Aberdeen Global Income C 0.0%
Value ($000) $6 Shares 683 Est. Cost $8.78 Unrealized
LBTYAUSD Liberty Global Inc F Class A 0.0%
Value ($000) $5 Shares 153 Est. Cost $32.68 Unrealized
Z Zillow Group Inc 0.0%
Value ($000) $5 Shares 115 Est. Cost $36.45 Unrealized +12.8%
CARS Cars Com Inc 0.0%
Value ($000) $5 Shares 183 Est. Cost $26.33 Unrealized -1.7%
Interpublic Group Of Cos 0.0%
Value ($000) $5 Shares 250 Est. Cost $14.88 Unrealized -3.0%
CNDT Conduent Incorporate 0.0%
Value ($000) $5 Shares 334 Est. Cost $14.93 Unrealized +4.8%
Canadian Pac.RY. (NYS) 0.0%
Value ($000) $5 Shares 30 Est. Cost $143.88 Unrealized
TRU Transunion 0.0%
Value ($000) $5 Shares 100 Est. Cost $44.12 Unrealized +16.4%
RARE Ultragenyx Pharma 0.0%
Value ($000) $5 Shares 100 Est. Cost $59.25 Unrealized -17.2%
SCHD Schwab US Dividend Equity ETF 0.0%
Value ($000) $5 Shares 93 Est. Cost $42.66 Unrealized
VDE Vanguard Energy ETF 0.0%
Value ($000) $5 Shares 55 Est. Cost $89.26 Unrealized
Quicklogic Corp New 0.0%
Value ($000) $5 Shares 2,618 Est. Cost $1.53 Unrealized
QRVO Qorvo Inc 0.0%
Value ($000) $5 Shares 73 Est. Cost $48.85 Unrealized +49.2%
QTWO Q2 Holdings Inc 0.0%
Value ($000) $5 Shares 125 Est. Cost $39.12 Unrealized +4.7%
Barrick Gold Corp F 0.0%
Value ($000) $5 Shares 367 Est. Cost $16.35 Unrealized
DAL Delta Air Lines Inc 0.0%
Value ($000) $5 Shares 85 Est. Cost $40.06 Unrealized +19.3%
ALB Albemarle Corp 0.0%
Value ($000) $4 Shares 35 Est. Cost $74.47 Unrealized +62.8%
BK Bank Of NY Mellon Corporation 0.0%
Value ($000) $4 Shares 75 Est. Cost $36.01 Unrealized +18.4%
ALRM Alarm Com HLDGS Inc 0.0%
Value ($000) $4 Shares 100 Est. Cost $41.38 Unrealized +4.3%
KREF K K R Real Estate Fi 0.0%
Value ($000) $4 Shares 200 Est. Cost $20.00 Unrealized
Lions Gate Entmt F Class B 0.0%
Value ($000) $4 Shares 127 Est. Cost $31.50 Unrealized
LBRDA Liberty Broadband Co 0.0%
Value ($000) $4 Shares 46 Est. Cost $89.38 Unrealized -7.7%
Genocea Biosciences 0.0%
Value ($000) $4 Shares 3,067 Est. Cost $1.59 Unrealized
DVY iShares Select Dividend ETF 0.0%
Value ($000) $4 Shares 36 Est. Cost $80.65 Unrealized
HSBC HSBC HLDGS PLC ADR New F 0.0%
Value ($000) $4 Shares 68 Est. Cost $44.12 Unrealized
ProShares TR Short 0.0%
Value ($000) $4 Shares 142 Est. Cost $34.50 Unrealized
Transenterix Inc 0.0%
Value ($000) $4 Shares 2,000 Est. Cost $1.50 Unrealized
Sprint Corporation 0.0%
Value ($000) $4 Shares 730 Est. Cost $6.86 Unrealized
VXUS Vanguard Total Intl ETF 0.0%
Value ($000) $3 Shares 49 Est. Cost $61.22 Unrealized
TRUP Trupanion Inc 0.0%
Value ($000) $3 Shares 100 Est. Cost $22.96 Unrealized +28.1%
Discovery Commun Ser A 0.0%
Value ($000) $3 Shares 141 Est. Cost $21.28 Unrealized
Discovery Commun Ser C 0.0%
Value ($000) $3 Shares 163 Est. Cost $18.40 Unrealized
JPUS JPMorgan Divrsifd RTRN US Eqy ETF 0.0%
Value ($000) $3 Shares 47 Est. Cost $69.78 Unrealized
EWZ iShares MSCI Brazil ETF 0.0%
Value ($000) $3 Shares 70 Est. Cost $42.86 Unrealized
At 0.0%
Value ($000) $3 Shares 1,439 Est. Cost $2.78 Unrealized
Coupa Software Incor 0.0%
Value ($000) $3 Shares 100 Est. Cost $30.00 Unrealized
Guggenheim S&P 500 Equal Wei Mat ETF 0.0%
Value ($000) $3 Shares 24 Est. Cost $125.00 Unrealized
ZG Zillow Group Inc Class A 0.0%
Value ($000) $3 Shares 75 Est. Cost $30.24 Unrealized +35.8%
Liberty Media Corp Series C Liberty Media 0.0%
Value ($000) $3 Shares 94 Est. Cost $42.55 Unrealized
HIG Hartford Finl SVCS Groupinc 0.0%
Value ($000) $3 Shares 51 Est. Cost $41.04 Unrealized +13.5%
Cohen & Steers Selectutil FD Inc 0.0%
Value ($000) $3 Shares 106 Est. Cost $18.87 Unrealized
Liberty Media Corp Series A Liberty Media 0.0%
Value ($000) $2 Shares 46 Est. Cost $43.48 Unrealized
INVH Invitation Homes Inc 0.0%
Value ($000) $2 Shares 100 Est. Cost $17.80 Unrealized +4.9%
Glycomimetics Inc 0.0%
Value ($000) $2 Shares 100 Est. Cost $10.00 Unrealized
MGNX Macrogenics Inc 0.0%
Value ($000) $2 Shares 100 Est. Cost $17.32 Unrealized +7.8%
SLYV SPDR S&P 600 Small Cap 0.0%
Value ($000) $2 Shares 19 Est. Cost $105.26 Unrealized
Twitter Inc 0.0%
Value ($000) $2 Shares 74 Est. Cost $40.04 Unrealized
Bed Bath & Beyond 0.0%
Value ($000) $2 Shares 76 Est. Cost $26.66 Unrealized
Cypress Energy Partn LP 0.0%
Value ($000) $2 Shares 334 Est. Cost $5.99 Unrealized
EXAS Exact Sciences Corp 0.0%
Value ($000) $2 Shares 30 Est. Cost $40.25 Unrealized +32.6%
Gannett Co Inc 0.0%
Value ($000) $2 Shares 147 Est. Cost $13.61 Unrealized
Alpine Immune Scienc 0.0%
Value ($000) $2 Shares 150 Est. Cost $13.33 Unrealized
Forterra Inc 0.0%
Value ($000) $1 Shares 100 Est. Cost Unrealized
Obalon Therapeutics 0.0%
Value ($000) $1 Shares 100 Est. Cost $10.00 Unrealized
NWSA News Corp 0.0%
Value ($000) $1 Shares 63 Est. Cost $10.76 Unrealized +27.1%
ASIX Advansix Inc Com 0.0%
Value ($000) $1 Shares 16 Est. Cost $16.41 Unrealized +138.3%
Direxion Daily Real Est 0.0%
Value ($000) $1 Shares 59 Est. Cost $16.95 Unrealized
NOK Nokia Corp ADR 0.0%
Value ($000) $1 Shares 144 Est. Cost $6.94 Unrealized
Pacwest Bancorp 0.0%
Value ($000) $1 Shares 14 Est. Cost $71.43 Unrealized
GTLS Chart Industries Inc 0.0%
Value ($000) $1 Shares 15 Est. Cost $35.13 Unrealized +27.0%
CMG Chipotle Mexican GRL 0.0%
Value ($000) $1 Shares 2 Est. Cost $6.74 Unrealized -11.5%
Peak Resorts Inc 0.0%
Value ($000) $1 Shares 141 Est. Cost $7.09 Unrealized
MFS Charter Income CF 0.0%
Value ($000) $1 Shares 143 Est. Cost $6.99 Unrealized
Hess Corporation 0.0%
Value ($000) $1 Shares 13 Est. Cost $76.92 Unrealized
Liberty Media Corp Series C Liberty Braves 0.0%
Value ($000) $1 Shares 37 Est. Cost $27.03 Unrealized
Insys Therapeutics 0.0%
Value ($000) $1 Shares 57 Est. Cost $17.54 Unrealized
INTG Intergroup Corp 0.0%
Value ($000) $1 Shares 33 Est. Cost $24.71 Unrealized -3.2%
Liberty Interactive A 0.0%
Value ($000) $1 Shares 55 Est. Cost $18.18 Unrealized
GPRO Gopro Inc. Com 0.0%
Value ($000) $1 Shares 80 Est. Cost $9.37 Unrealized -5.4%
Cara Therapeutics 0.0%
Value ($000) $1 Shares 60 Est. Cost $16.67 Unrealized
Tracon Pharmaceutl 0.0%
Value ($000) $1 Shares 300 Est. Cost $3.33 Unrealized
SGRY Surgery Partners Inc 0.0%
Value ($000) $1 Shares 100 Est. Cost $14.30 Unrealized -33.1%
Therapeuticsmd Inc 0.0%
Value ($000) $1 Shares 100 Est. Cost $10.00 Unrealized
CORP PIMCO Exch Traded Fund 0.0%
Value ($000) $1 Shares 8 Est. Cost $115.38 Unrealized
Valeant Pharma Intl F 0.0%
Value ($000) $1 Shares 25 Est. Cost Unrealized
Quantum CP DLT & Sto 0.0%
Value ($000) $0 Shares 3 Est. Cost Unrealized
V T V Therapeutics I Class A 0.0%
Value ($000) $0 Shares 75 Est. Cost Unrealized
Randgold Res LTD ADR F 0.0%
Value ($000) $0 Shares 5 Est. Cost $95.21 Unrealized
SNAP Snap Inc Class A 0.0%
Value ($000) $0 Shares 1 Est. Cost $14.47 Unrealized +0.7%
Liberty Expedia Hold Class A 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
Liberty Interactv 0.0%
Value ($000) $0 Shares 6 Est. Cost Unrealized
Commercehub Inc Class C 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
Marathon Oil Corp 0.0%
Value ($000) $0 Shares 19 Est. Cost Unrealized
Liberty Tripadvisor 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
Commercehub Inc Class A 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
Zynga Inc 0.0%
Value ($000) $0 Shares 20 Est. Cost $2.99 Unrealized
Voxx International Class A 0.0%
Value ($000) $0 Shares 3 Est. Cost Unrealized
Ascent Capital Group 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
BB Blackberry LTD F 0.0%
Value ($000) $0 Shares 3 Est. Cost $9.41 Unrealized +16.0%
Amber Road Inc 0.0%
Value ($000) $0 Shares 25 Est. Cost Unrealized
Contravir Pharmaceut 0.0%
Value ($000) $0 Shares 9 Est. Cost Unrealized
EMB iShares JP Morgan Usd Emrg.MKT.BD.FD. 0.0%
Value ($000) $0 Shares 3 Est. Cost $113.64 Unrealized
Corindus Vascular 0.0%
Value ($000) $0 Shares 200 Est. Cost Unrealized
Echelon Corporation 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
Boardwalk Pipeline 0.0%
Value ($000) $0 Shares 20 Est. Cost $18.31 Unrealized
Adams Res & Energy New 0.0%
Value ($000) $0 Shares 10 Est. Cost Unrealized
Frontier Comm Co 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized