Perigon Wealth Management, LLC Diversified Active

CIK: 0001575239 · Show all filings

Period: Q1 2018 (← Previous) (Next →)

Filing Date: May 15, 2018

Total Value ($000): $271,452 (100.0% shares, 0.0% debt)

Holdings (684)

AAPL Apple 5.4%
Value ($000) $14,594 Shares 86,984 Est. Cost $31.29 Unrealized +29.2%
OXY Occidental PTL. 4.9%
Value ($000) $13,433 Shares 204,361 Est. Cost $62.71 Unrealized -8.4%
SPY SPDR S&P 500 ETF 4.8%
Value ($000) $12,913 Shares 48,866 Est. Cost $237.24 Unrealized
HD Home Depot 3.1%
Value ($000) $8,446 Shares 47,385 Est. Cost $213.33 Unrealized -27.5%
GOOG Alphabet Inc CL C 3.1%
Value ($000) $8,396 Shares 8,137 Est. Cost $36.81 Unrealized +48.9%
CME Cme Group 2.5%
Value ($000) $6,807 Shares 42,085 Est. Cost $76.89 Unrealized +57.5%
V Visa 'a' 2.4%
Value ($000) $6,519 Shares 54,498 Est. Cost $75.27 Unrealized +52.5%
MRK Merck & Co Inc New 2.3%
Value ($000) $6,373 Shares 115,981 Est. Cost $39.96 Unrealized +5.8%
TMO Thermo Fisher Scientific 2.0%
Value ($000) $5,409 Shares 26,177 Est. Cost $415.11 Unrealized -50.5%
DIS Walt Disney 1.9%
Value ($000) $5,263 Shares 52,395 Est. Cost $94.27 Unrealized +7.1%
LYB Lyondellbasell Inds.CL.A 1.7%
Value ($000) $4,690 Shares 44,380 Est. Cost $60.24 Unrealized +14.5%
JNJ Johnson & Johnson 1.6%
Value ($000) $4,431 Shares 34,575 Est. Cost $105.03 Unrealized +3.2%
MCD McDonalds 1.6%
Value ($000) $4,329 Shares 27,682 Est. Cost $206.37 Unrealized -33.8%
TRV Travelers Cos. 1.5%
Value ($000) $4,162 Shares 29,972 Est. Cost $117.60 Unrealized 0.0%
BRK/B Berkshire Hathaway 'B' 1.4%
Value ($000) $3,924 Shares 19,671 Est. Cost $211.13 Unrealized -2.7%
GILD Gilead Sciences 1.4%
Value ($000) $3,757 Shares 49,830 Est. Cost $58.29 Unrealized +1.1%
ACM AECOM 1.4%
Value ($000) $3,757 Shares 105,455 Est. Cost $35.17 Unrealized +1.0%
CVX Chevron 1.4%
Value ($000) $3,717 Shares 32,598 Est. Cost $94.77 Unrealized -10.3%
EXP Eagle Materials Inc 1.3%
Value ($000) $3,639 Shares 35,315 Est. Cost $103.73 Unrealized 0.0%
MCO Moody's 1.3%
Value ($000) $3,428 Shares 21,252 Est. Cost $237.38 Unrealized -36.4%
CMCSA Comcast 'a' 1.2%
Value ($000) $3,337 Shares 97,673 Est. Cost $28.01 Unrealized +13.5%
United Technologies 1.2%
Value ($000) $3,269 Shares 25,978 Est. Cost $113.97 Unrealized
EFA iShares MSCI EAGEFE ETF 1.2%
Value ($000) $3,257 Shares 46,737 Est. Cost $60.29 Unrealized
Celgene 1.2%
Value ($000) $3,219 Shares 36,083 Est. Cost $126.82 Unrealized
MMM 3M 1.2%
Value ($000) $3,190 Shares 14,532 Est. Cost $104.36 Unrealized +43.9%
CSCO Cisco Systems 1.2%
Value ($000) $3,139 Shares 73,192 Est. Cost $23.64 Unrealized +41.5%
JPM JP Morgan Chase & Co. 1.1%
Value ($000) $3,094 Shares 28,135 Est. Cost $70.77 Unrealized +29.2%
Dun & Bradstreet Del. 1.1%
Value ($000) $3,042 Shares 26,000 Est. Cost $117.00 Unrealized
ACWI iShares MSCI ACWI 1.1%
Value ($000) $2,876 Shares 40,114 Est. Cost $72.09 Unrealized
XOM Exxon Mobil 1.1%
Value ($000) $2,868 Shares 38,435 Est. Cost $65.92 Unrealized -15.4%
CRM Salesforce Com 1.0%
Value ($000) $2,677 Shares 23,020 Est. Cost $104.50 Unrealized +8.6%
LMT Lockheed Martin Corp 1.0%
Value ($000) $2,648 Shares 7,837 Est. Cost $134.79 Unrealized +104.3%
Allergan PLC F 0.9%
Value ($000) $2,405 Shares 14,290 Est. Cost $231.11 Unrealized
IWM iShares Russell 2000 ETF 0.9%
Value ($000) $2,403 Shares 15,826 Est. Cost $126.22 Unrealized
META Facebook Inc Class A 0.9%
Value ($000) $2,389 Shares 14,949 Est. Cost $117.11 Unrealized +52.3%
Flir Systems Inc 0.8%
Value ($000) $2,283 Shares 45,649 Est. Cost $36.03 Unrealized
PM Philip Morris Intl. 0.8%
Value ($000) $2,182 Shares 21,722 Est. Cost $54.49 Unrealized +26.1%
IJR iShares Core S&P Small-Cap ETF 0.8%
Value ($000) $2,092 Shares 27,168 Est. Cost $89.92 Unrealized
EEM iShares MSCI Emerging Markets ETF 0.7%
Value ($000) $1,972 Shares 41,111 Est. Cost $38.86 Unrealized
BND Vanguard Bond Index Fund 0.7%
Value ($000) $1,918 Shares 24,002 Est. Cost $82.60 Unrealized
NKE Nike Inc Class B 0.7%
Value ($000) $1,913 Shares 28,709 Est. Cost $51.31 Unrealized +16.2%
NSC Norfolk Southern 0.7%
Value ($000) $1,781 Shares 13,114 Est. Cost $189.06 Unrealized -35.1%
CVS CVS Caremark 0.7%
Value ($000) $1,780 Shares 28,617 Est. Cost $73.60 Unrealized -24.1%
MSFT Microsoft 0.6%
Value ($000) $1,738 Shares 19,040 Est. Cost $71.20 Unrealized +18.4%
Qiagen N.V. Com 0.6%
Value ($000) $1,565 Shares 48,441 Est. Cost $31.50 Unrealized
VEEV Veeva Systems Inc. 0.5%
Value ($000) $1,460 Shares 20,000 Est. Cost $58.88 Unrealized +9.8%
ADP Auto Data Processing 0.5%
Value ($000) $1,450 Shares 12,709 Est. Cost $74.13 Unrealized +33.0%
VEU Vanguard FTSE All-World Ex-US ETF 0.5%
Value ($000) $1,303 Shares 23,964 Est. Cost $54.37 Unrealized
HON Honeywell International 0.4%
Value ($000) $1,204 Shares 8,330 Est. Cost $100.44 Unrealized +17.0%
IVV iShares S&P 500 ETF 0.4%
Value ($000) $1,155 Shares 4,354 Est. Cost $231.85 Unrealized
ABBV Abbvie Inc 0.4%
Value ($000) $1,129 Shares 11,930 Est. Cost $61.50 Unrealized +27.7%
IBM IBM 0.4%
Value ($000) $1,099 Shares 7,161 Est. Cost $105.90 Unrealized +1.3%
EMR Emerson Electric 0.4%
Value ($000) $1,046 Shares 15,316 Est. Cost $57.21 Unrealized +3.1%
AME Ametek Inc New 0.4%
Value ($000) $1,026 Shares 13,500 Est. Cost $44.72 Unrealized +61.0%
AMZN Amazon Com Inc 0.4%
Value ($000) $1,022 Shares 706 Est. Cost $58.05 Unrealized +23.2%
CWB SPDR Barclays ETF 0.4%
Value ($000) $1,020 Shares 19,738 Est. Cost $51.16 Unrealized
BWX SPDR Series Trust 0.4%
Value ($000) $1,018 Shares 34,483 Est. Cost $28.08 Unrealized
COST Costco Wholesale 0.4%
Value ($000) $979 Shares 5,196 Est. Cost $233.74 Unrealized -27.6%
WFC Wells Fargo & Co 0.4%
Value ($000) $974 Shares 18,592 Est. Cost $38.98 Unrealized +22.4%
VIG Vanguard DIV.Apprec.Idx. FD. 0.3%
Value ($000) $923 Shares 9,130 Est. Cost $94.53 Unrealized
GOOGL Alphabet Inc CL A 0.3%
Value ($000) $891 Shares 859 Est. Cost $40.29 Unrealized +36.6%
SCHX Schwab US Large-Cap Equity ETF 0.3%
Value ($000) $886 Shares 14,050 Est. Cost $56.91 Unrealized
ProShares TR Short 0.3%
Value ($000) $885 Shares 29,207 Est. Cost $30.32 Unrealized
TIP iShares Barclays TIPS BD.FD. 0.3%
Value ($000) $863 Shares 7,637 Est. Cost $114.22 Unrealized
USB US Bancorp 0.3%
Value ($000) $849 Shares 16,703 Est. Cost $39.55 Unrealized +0.9%
TLT iShares 20 Year 0.3%
Value ($000) $805 Shares 6,605 Est. Cost $124.22 Unrealized
BAX Baxter International Inc 0.3%
Value ($000) $777 Shares 11,920 Est. Cost $40.36 Unrealized +46.0%
FDX Fedex Corporation 0.3%
Value ($000) $776 Shares 3,227 Est. Cost $142.45 Unrealized +54.8%
Intra-Cellular Thera 0.3%
Value ($000) $757 Shares 35,955 Est. Cost $15.77 Unrealized
VEA Vanguard FTSE Developed Market S ETF 0.3%
Value ($000) $756 Shares 17,080 Est. Cost $40.31 Unrealized
SCHB Schwab U.S. Broad Market Index ETF 0.3%
Value ($000) $742 Shares 11,637 Est. Cost $59.80 Unrealized
SCZ iShares MSCI EAFE Small-Cap ETF 0.3%
Value ($000) $687 Shares 10,545 Est. Cost $64.98 Unrealized
DLR Digital Realty TST. 0.3%
Value ($000) $684 Shares 6,492 Est. Cost $34.55 Unrealized +131.7%
ABT Abbott Laboratories 0.3%
Value ($000) $680 Shares 11,356 Est. Cost $36.13 Unrealized +45.5%
SCHF Schwab International Developed Equity ETF 0.3%
Value ($000) $680 Shares 20,172 Est. Cost $30.27 Unrealized
IJK iShares S&P Midcap Growth 0.2%
Value ($000) $646 Shares 2,958 Est. Cost $203.16 Unrealized
CL Colgate-Palmolive Co 0.2%
Value ($000) $601 Shares 8,386 Est. Cost $56.67 Unrealized +5.4%
WMT Wal Mart Stores 0.2%
Value ($000) $597 Shares 6,676 Est. Cost $26.42 Unrealized +7.3%
NOC Northrop Grumman Corp 0.2%
Value ($000) $564 Shares 1,615 Est. Cost $258.70 Unrealized +13.8%
IJH iShares Core S&P Mid-Cap ETF 0.2%
Value ($000) $558 Shares 2,977 Est. Cost $183.14 Unrealized
BMY Bristol Myers Squibb 0.2%
Value ($000) $531 Shares 8,393 Est. Cost $61.85 Unrealized -22.2%
SRE Sempra En. 0.2%
Value ($000) $512 Shares 4,566 Est. Cost $81.74 Unrealized -48.9%
MU Micron Technology Inc 0.2%
Value ($000) $510 Shares 9,788 Est. Cost $46.70 Unrealized 0.0%
INTC Intel 0.2%
Value ($000) $509 Shares 9,768 Est. Cost $26.80 Unrealized +49.5%
Walgreens Boots Allianc 0.2%
Value ($000) $482 Shares 7,369 Est. Cost $76.60 Unrealized
Guggenheim Bulls 2019 High Bond ETF 0.2%
Value ($000) $481 Shares 19,794 Est. Cost $24.51 Unrealized
BlackRock 0.2%
Value ($000) $479 Shares 884 Est. Cost $361.67 Unrealized
Claymore Exchange 0.2%
Value ($000) $476 Shares 23,337 Est. Cost $20.64 Unrealized
VWO Vanguard Emerging Markets ETF 0.2%
Value ($000) $472 Shares 10,053 Est. Cost $41.07 Unrealized
IJS iShares S&P Smcap Value 0.2%
Value ($000) $468 Shares 3,103 Est. Cost $152.40 Unrealized
KRE SPDR S&P Regional Banking ETF 0.2%
Value ($000) $457 Shares 7,560 Est. Cost $60.45 Unrealized
HDV iShares Core High Dividend ETF 0.2%
Value ($000) $447 Shares 5,292 Est. Cost $85.65 Unrealized
Aptiv PLC SHS Com 0.2%
Value ($000) $439 Shares 5,164 Est. Cost $85.01 Unrealized
AMGN Amgen Incorporated 0.2%
Value ($000) $425 Shares 2,491 Est. Cost $140.42 Unrealized +2.9%
IFGL iShares FTSE Epra/Nareit Developed RLST.Ex-US IX. 0.2%
Value ($000) $425 Shares 14,284 Est. Cost $29.75 Unrealized
IYY iShares Dow Jones 0.2%
Value ($000) $419 Shares 3,169 Est. Cost $120.37 Unrealized
Xilinx Inc 0.2%
Value ($000) $419 Shares 5,800 Est. Cost $67.42 Unrealized
VTI Vanguard Total Stock 0.2%
Value ($000) $417 Shares 3,069 Est. Cost $134.05 Unrealized
IGM iShares North 0.2%
Value ($000) $413 Shares 2,300 Est. Cost $109.87 Unrealized
SCHA Schwab US Small-Cap Equity ETF 0.2%
Value ($000) $412 Shares 5,959 Est. Cost $63.07 Unrealized
Vaneck Vectors ETF 0.2%
Value ($000) $408 Shares 13,168 Est. Cost $30.98 Unrealized
BK Bank Of NY Mellon Corporation 0.1%
Value ($000) $405 Shares 7,855 Est. Cost $44.65 Unrealized +0.2%
Dowdupont Inc Com 0.1%
Value ($000) $399 Shares 6,263 Est. Cost $69.22 Unrealized
GM General Motors Co 0.1%
Value ($000) $397 Shares 10,935 Est. Cost $34.86 Unrealized +2.5%
XLK Sector SPDR TST.Sbi Int. Tech. 0.1%
Value ($000) $395 Shares 6,037 Est. Cost $52.89 Unrealized
SHY iShares TR Barclays Bond 0.1%
Value ($000) $394 Shares 4,718 Est. Cost $85.09 Unrealized
PG Procter & Gamble 0.1%
Value ($000) $394 Shares 4,970 Est. Cost $74.19 Unrealized -8.5%
STM Stmicroelectronics 0.1%
Value ($000) $383 Shares 17,199 Est. Cost $21.91 Unrealized
EZU iShares MSCI Emu 0.1%
Value ($000) $357 Shares 8,246 Est. Cost $34.54 Unrealized
SCHZ Schwab US Aggregate Bond ETF 0.1%
Value ($000) $356 Shares 6,972 Est. Cost $51.60 Unrealized
SCHM Schwab US Mid-Cap Equity ETF 0.1%
Value ($000) $354 Shares 6,701 Est. Cost $42.60 Unrealized
Guggenheim Bulls 2020 High Bond ETF 0.1%
Value ($000) $353 Shares 14,503 Est. Cost $24.61 Unrealized
VV Vanguard LGCP.ETF 0.1%
Value ($000) $351 Shares 2,897 Est. Cost $114.51 Unrealized
Claymore Exchange 0.1%
Value ($000) $351 Shares 16,921 Est. Cost $21.08 Unrealized
VO Vanguard Mid.Cap ETF 0.1%
Value ($000) $338 Shares 2,192 Est. Cost $142.53 Unrealized
Powershs Exch Trad FD TR 0.1%
Value ($000) $332 Shares 6,295 Est. Cost $52.74 Unrealized
Claymore Exchange 0.1%
Value ($000) $328 Shares 15,768 Est. Cost $21.08 Unrealized
NEE Nextera Energy 0.1%
Value ($000) $324 Shares 1,986 Est. Cost $42.85 Unrealized -26.0%
BOH Bank Of Hawaii 0.1%
Value ($000) $316 Shares 3,800 Est. Cost $76.12 Unrealized -18.4%
GDX Vaneck Vectors Gold Miners ETF 0.1%
Value ($000) $315 Shares 14,320 Est. Cost $22.00 Unrealized
SCHW Charles Schwab 0.1%
Value ($000) $313 Shares 6,000 Est. Cost $31.85 Unrealized +51.2%
IWN iShares Russell 2000 0.1%
Value ($000) $313 Shares 2,571 Est. Cost $120.08 Unrealized
SAN Banco Santander SA F 0.1%
Value ($000) $313 Shares 47,790 Est. Cost $6.55 Unrealized
VNQ Vanguard REIT ETF 0.1%
Value ($000) $312 Shares 4,128 Est. Cost $75.58 Unrealized
MUB iShares National AMT-Free Muni Bond ETF 0.1%
Value ($000) $311 Shares 2,854 Est. Cost $111.21 Unrealized
VB Vanguard SML.Cap ETF 0.1%
Value ($000) $305 Shares 2,079 Est. Cost $134.59 Unrealized
AMT American Tower Corp 0.1%
Value ($000) $300 Shares 2,061 Est. Cost $111.49 Unrealized +2.9%
BRK/A Berkshire Hathaway 0.1%
Value ($000) $299 Shares 1 Est. Cost $227949.47 Unrealized +35.2%
IWP iShares Russell Mid Cap 0.1%
Value ($000) $299 Shares 2,430 Est. Cost $104.12 Unrealized
IT Gartner 'a' 0.1%
Value ($000) $294 Shares 2,500 Est. Cost $81.25 Unrealized +53.7%
AES Aes Corp 0.1%
Value ($000) $293 Shares 25,760 Est. Cost $8.19 Unrealized 0.0%
FLRN SPDR Barclays Investment 0.1%
Value ($000) $291 Shares 9,467 Est. Cost $30.72 Unrealized
iShares Gold Trust 0.1%
Value ($000) $289 Shares 22,676 Est. Cost $12.30 Unrealized
DVN Devon Energy 0.1%
Value ($000) $287 Shares 9,030 Est. Cost $26.09 Unrealized 0.0%
INGR Ingredion Inc 0.1%
Value ($000) $283 Shares 2,185 Est. Cost $121.92 Unrealized +9.7%
SDY SPDR S&P Dividend ETF 0.1%
Value ($000) $283 Shares 3,099 Est. Cost $89.52 Unrealized
Splunk Inc 0.1%
Value ($000) $274 Shares 2,782 Est. Cost $58.23 Unrealized
UNH Unitedhealth Group 0.1%
Value ($000) $273 Shares 1,277 Est. Cost $129.07 Unrealized +55.8%
IYR iShares U.S. Real Estate ETF 0.1%
Value ($000) $270 Shares 3,584 Est. Cost $80.55 Unrealized
BIIB Biogen Idec Inc 0.1%
Value ($000) $269 Shares 981 Est. Cost $309.84 Unrealized +0.2%
MINT PIMCO Enhanced SHRT Maturty Actv ETF 0.1%
Value ($000) $264 Shares 2,600 Est. Cost $101.59 Unrealized
GlaxoSmithKline PLC Adrf 0.1%
Value ($000) $261 Shares 6,566 Est. Cost $45.04 Unrealized
VOT Vanguard Mid Cap Growth 0.1%
Value ($000) $257 Shares 1,980 Est. Cost $127.73 Unrealized
SLB Schlumberger 0.1%
Value ($000) $256 Shares 3,930 Est. Cost $55.98 Unrealized -0.4%
XHS SPDR Series Trust 0.1%
Value ($000) $256 Shares 4,071 Est. Cost $55.05 Unrealized
RYAAY Ryanair HLDGS PLC F Sponsored ADR 0.1%
Value ($000) $254 Shares 2,070 Est. Cost $122.71 Unrealized
IEF iShares TR Bond 0.1%
Value ($000) $253 Shares 2,455 Est. Cost $107.41 Unrealized
SJM J M Smucker Co New 0.1%
Value ($000) $248 Shares 2,001 Est. Cost $97.61 Unrealized -0.6%
Anadarko Petroleum 0.1%
Value ($000) $242 Shares 4,000 Est. Cost $79.22 Unrealized
ED Consolidated Edison Inc 0.1%
Value ($000) $241 Shares 3,095 Est. Cost $66.81 Unrealized -12.5%
IXJ iShares S&P Global Healthcare 0.1%
Value ($000) $236 Shares 2,122 Est. Cost $101.63 Unrealized
ADI Analog Devices 0.1%
Value ($000) $233 Shares 2,556 Est. Cost $64.08 Unrealized +22.7%
VYM Vanguard High Dividend Yield ETF 0.1%
Value ($000) $232 Shares 2,814 Est. Cost $85.64 Unrealized
BA Boeing Co 0.1%
Value ($000) $231 Shares 705 Est. Cost $177.61 Unrealized +81.8%
PFE Pfizer Incorporated 0.1%
Value ($000) $226 Shares 6,367 Est. Cost $20.80 Unrealized +16.6%
VOO Vanguard S&P 500 ETF 0.1%
Value ($000) $224 Shares 927 Est. Cost $245.13 Unrealized
BFH Alliance Data System 0.1%
Value ($000) $221 Shares 1,039 Est. Cost $170.90 Unrealized 0.0%
VHT Vanguard Health Care Equity ETF 0.1%
Value ($000) $215 Shares 1,400 Est. Cost $154.00 Unrealized
PH Parker-Hannifin Corp 0.1%
Value ($000) $211 Shares 1,236 Est. Cost $156.76 Unrealized +7.2%
PLD Prologis Inc Com 0.1%
Value ($000) $210 Shares 3,330 Est. Cost $49.87 Unrealized 0.0%
T AT&T 0.1%
Value ($000) $209 Shares 5,854 Est. Cost $13.49 Unrealized +17.2%
FMAT Fidelity MSCI 0.1%
Value ($000) $201 Shares 6,102 Est. Cost $34.39 Unrealized
MO Altria Group 0.1%
Value ($000) $200 Shares 3,180 Est. Cost $34.56 Unrealized +5.8%
SCHE Schwab Emerging Market Equity ETF 0.1%
Value ($000) $200 Shares 6,956 Est. Cost $24.65 Unrealized
HYG iShares iBoxx $ Hi.YLD. CPRT.BD.FD.ETF 0.1%
Value ($000) $198 Shares 2,310 Est. Cost $86.09 Unrealized
Delphi Technologies PLC SHS 0.1%
Value ($000) $197 Shares 4,130 Est. Cost $47.70 Unrealized
MDT Medtronic PLC F 0.1%
Value ($000) $196 Shares 2,425 Est. Cost $67.32 Unrealized 0.0%
APD Air Prod & Chemicals Inc 0.1%
Value ($000) $192 Shares 1,200 Est. Cost $109.91 Unrealized +23.5%
Barclays ETN Shiller 0.1%
Value ($000) $186 Shares 1,590 Est. Cost $103.77 Unrealized
ST Sensata Technologies Holding PLC Registered SHS 0.1%
Value ($000) $183 Shares 3,540 Est. Cost $53.31 Unrealized 0.0%
NYT New York Times Co Com CL A 0.1%
Value ($000) $181 Shares 7,520 Est. Cost $21.44 Unrealized 0.0%
NVDA Nvidia Corp 0.1%
Value ($000) $179 Shares 775 Est. Cost $0.59 Unrealized +882.1%
TGT Target 0.1%
Value ($000) $179 Shares 2,576 Est. Cost $58.46 Unrealized 0.0%
LLY Lilly Eli & Company 0.1%
Value ($000) $177 Shares 2,287 Est. Cost $48.02 Unrealized +49.3%
VGT Vanguard Information Technology Equity ETF 0.1%
Value ($000) $174 Shares 1,018 Est. Cost $163.48 Unrealized
SUB iShares Short Term National AMT Free Municipal Bond ETF 0.1%
Value ($000) $172 Shares 1,639 Est. Cost $105.03 Unrealized
GIS General Mills Inc 0.1%
Value ($000) $171 Shares 3,803 Est. Cost $40.71 Unrealized +0.7%
ORCL Oracle 0.1%
Value ($000) $171 Shares 3,741 Est. Cost $40.17 Unrealized +10.2%
IJJ iShares TST.S&P Mid Cap. Val. 0.1%
Value ($000) $170 Shares 1,100 Est. Cost $148.72 Unrealized
PEP Pepsico 0.1%
Value ($000) $168 Shares 1,535 Est. Cost $78.80 Unrealized +13.3%
Powershares Emerging Market Bond ETF 0.1%
Value ($000) $167 Shares 5,930 Est. Cost $29.03 Unrealized
BF/B Brown Forman CRP CL B 0.1%
Value ($000) $164 Shares 2,944 Est. Cost $38.91 Unrealized +20.4%
RXI iShares S&P Global Consumer Cyclical 0.1%
Value ($000) $163 Shares 1,463 Est. Cost $86.94 Unrealized
BTI British American Tobacco PLC S P ADR 0.1%
Value ($000) $163 Shares 2,789 Est. Cost $62.55 Unrealized
NFLX Netflix Inc 0.1%
Value ($000) $159 Shares 540 Est. Cost $10.83 Unrealized +151.3%
GLD SPDR Gold Shares 0.1%
Value ($000) $159 Shares 1,263 Est. Cost $125.89 Unrealized
BAC Bank Of America Corp 0.1%
Value ($000) $157 Shares 5,221 Est. Cost $17.76 Unrealized +46.8%
IWC iShares Micro Cap ETF 0.1%
Value ($000) $155 Shares 1,618 Est. Cost $82.96 Unrealized
Nordstrom Inc 0.1%
Value ($000) $152 Shares 3,140 Est. Cost $48.41 Unrealized
DUK Duke Energy Corp New 0.1%
Value ($000) $148 Shares 1,916 Est. Cost $59.82 Unrealized -6.3%
OTTR Otter Tail Corp 0.1%
Value ($000) $145 Shares 3,352 Est. Cost $31.25 Unrealized +7.3%
BOND PIMCO Total Return ETF 0.1%
Value ($000) $145 Shares 1,391 Est. Cost $107.50 Unrealized
Northwest Natural Ga 0.1%
Value ($000) $144 Shares 2,500 Est. Cost $64.80 Unrealized
CSX CSX 0.1%
Value ($000) $143 Shares 2,569 Est. Cost $7.28 Unrealized +130.8%
SNA Snap On Inc 0.1%
Value ($000) $143 Shares 970 Est. Cost $121.59 Unrealized +10.4%
ETN Eaton Corp PLC F 0.1%
Value ($000) $142 Shares 1,772 Est. Cost $65.33 Unrealized +7.6%
TXN Texas Instruments Inc 0.1%
Value ($000) $141 Shares 1,353 Est. Cost $85.23 Unrealized +1.9%
OEF iShares S&P 100 ETF 0.1%
Value ($000) $140 Shares 1,206 Est. Cost $102.46 Unrealized
TROW Rowe T Price Group Inc 0.1%
Value ($000) $139 Shares 1,284 Est. Cost $68.48 Unrealized +20.3%
O Realty Income Corp 0.1%
Value ($000) $138 Shares 2,659 Est. Cost $37.13 Unrealized -8.1%
ECL Ecolab 0.1%
Value ($000) $137 Shares 1,000 Est. Cost $109.11 Unrealized +13.2%
GPC Genuine Parts 0.0%
Value ($000) $135 Shares 1,490 Est. Cost $61.83 Unrealized +24.3%
DLN Wisdomtree TR 0.0%
Value ($000) $134 Shares 1,518 Est. Cost $77.08 Unrealized
IXN iShares S&P Global Technology 0.0%
Value ($000) $133 Shares 842 Est. Cost $101.74 Unrealized
SHM SPDR Nuveen Barclays ST Muni 0.0%
Value ($000) $132 Shares 2,755 Est. Cost $48.82 Unrealized
CMF iShares Intermediate California Municipal Bond ETF 0.0%
Value ($000) $132 Shares 2,259 Est. Cost $76.21 Unrealized
DCI Donaldson Company Inc 0.0%
Value ($000) $131 Shares 2,914 Est. Cost $38.97 Unrealized +8.3%
BMO Bank Montreal Quebec F 0.0%
Value ($000) $131 Shares 1,728 Est. Cost $49.95 Unrealized +14.1%
CB Chubb Limited Com 0.0%
Value ($000) $130 Shares 942 Est. Cost $118.54 Unrealized +6.5%
CMI Cummins Inc 0.0%
Value ($000) $130 Shares 804 Est. Cost $134.15 Unrealized +4.2%
PPL PPL Corporation 0.0%
Value ($000) $129 Shares 4,505 Est. Cost $22.28 Unrealized -6.3%
Claymore Exchange 0.0%
Value ($000) $127 Shares 5,061 Est. Cost $25.21 Unrealized
KSS Kohls Corp 0.0%
Value ($000) $126 Shares 1,931 Est. Cost $46.30 Unrealized +37.0%
ESPR Esperion Therapeutic 0.0%
Value ($000) $122 Shares 1,687 Est. Cost $48.67 Unrealized +50.9%
VMware Inc CL A 0.0%
Value ($000) $121 Shares 1,000 Est. Cost $121.00 Unrealized
KO Coca Cola Company 0.0%
Value ($000) $119 Shares 2,707 Est. Cost $35.63 Unrealized -1.6%
Time Warner Inc New 0.0%
Value ($000) $116 Shares 1,223 Est. Cost $102.29 Unrealized
BF/A Brown Forman Corp Class A 0.0%
Value ($000) $115 Shares 2,115 Est. Cost $26.88 Unrealized +53.0%
L3 Technologies Inc 0.0%
Value ($000) $115 Shares 551 Est. Cost $173.78 Unrealized
Guggenheim SP 500 Top 50 0.0%
Value ($000) $114 Shares 608 Est. Cost $153.61 Unrealized
Powershs QQQ Trust Ser 1 0.0%
Value ($000) $113 Shares 707 Est. Cost $119.15 Unrealized
MS Morgan Stanley 0.0%
Value ($000) $113 Shares 2,089 Est. Cost $43.68 Unrealized 0.0%
VCSH Vanguard Short Term Cor 0.0%
Value ($000) $112 Shares 1,422 Est. Cost $80.62 Unrealized
KXI iShars S&P Global Consumer Defensive 0.0%
Value ($000) $108 Shares 1,075 Est. Cost $99.83 Unrealized
RWX SPDR DJ Wilshire Int Real Estate 0.0%
Value ($000) $108 Shares 2,690 Est. Cost $40.72 Unrealized
GS Goldman Sachs Group Inc 0.0%
Value ($000) $106 Shares 419 Est. Cost $183.57 Unrealized +19.0%
AGG iShares Barclays Aggregate Bond ETF 0.0%
Value ($000) $105 Shares 980 Est. Cost $112.61 Unrealized
CAT Caterpillar 0.0%
Value ($000) $105 Shares 710 Est. Cost $98.41 Unrealized +35.2%
UAL United Continental HDG. 0.0%
Value ($000) $102 Shares 1,470 Est. Cost $52.63 Unrealized +31.3%
Discover Financial SVS. 0.0%
Value ($000) $101 Shares 1,404 Est. Cost $56.58 Unrealized
ELV Anthem Inc 0.0%
Value ($000) $101 Shares 458 Est. Cost $129.31 Unrealized +63.8%
SCHC Schwab International Mid/Small-Cap Equity ETF 0.0%
Value ($000) $99 Shares 2,705 Est. Cost $30.18 Unrealized
EXI iShares S&P Global Industrials 0.0%
Value ($000) $99 Shares 1,085 Est. Cost $71.70 Unrealized
IEMG iShares Core MSCI Emerging Markets ETF 0.0%
Value ($000) $98 Shares 1,682 Est. Cost $50.01 Unrealized
DCP Midstream Partners 0.0%
Value ($000) $94 Shares 2,687 Est. Cost $34.61 Unrealized
RMD Resmed 0.0%
Value ($000) $92 Shares 935 Est. Cost $87.58 Unrealized 0.0%
DWM Wisdomtree TR 0.0%
Value ($000) $92 Shares 1,668 Est. Cost $44.96 Unrealized
BDX Becton Dickinson & Co 0.0%
Value ($000) $91 Shares 419 Est. Cost $191.16 Unrealized +1.8%
STZ Constellation Brands Inc-A 0.0%
Value ($000) $91 Shares 400 Est. Cost $182.33 Unrealized +6.5%
XBFZX BlackRock Calif Mun 0.0%
Value ($000) $91 Shares 7,000 Est. Cost $16.76 Unrealized
XLY CSM.Discrtny.SLT.Sect. SPDR FD. 0.0%
Value ($000) $91 Shares 900 Est. Cost $80.00 Unrealized
PYPL Paypal Holdings Inco 0.0%
Value ($000) $91 Shares 1,206 Est. Cost $59.77 Unrealized +32.4%
KHC Kraft Heinz Company 0.0%
Value ($000) $90 Shares 1,451 Est. Cost $56.23 Unrealized -12.9%
IXG iShares S&P Global Financial Services 0.0%
Value ($000) $90 Shares 1,302 Est. Cost $50.59 Unrealized
D Dominion Res. 0.0%
Value ($000) $89 Shares 1,316 Est. Cost $50.08 Unrealized +3.7%
Aetna Inc 0.0%
Value ($000) $87 Shares 516 Est. Cost $135.96 Unrealized
PIMCO Dynamic Income CF 0.0%
Value ($000) $87 Shares 2,800 Est. Cost $28.57 Unrealized
ORI Old Republic Intl Co 0.0%
Value ($000) $86 Shares 4,000 Est. Cost $9.89 Unrealized +14.2%
C Citigroup Inc New 0.0%
Value ($000) $86 Shares 1,277 Est. Cost $43.88 Unrealized +31.4%
BlackRock Enh Equity DIV Trust Com 0.0%
Value ($000) $86 Shares 9,813 Est. Cost $9.10 Unrealized
California Resources 0.0%
Value ($000) $85 Shares 4,936 Est. Cost $12.16 Unrealized
SCHP US TSY Inflation Protected ETF 0.0%
Value ($000) $85 Shares 1,545 Est. Cost $54.64 Unrealized
WY Weyerhaeuser 0.0%
Value ($000) $84 Shares 2,400 Est. Cost $21.11 Unrealized +22.7%
ALL Allstate Corp 0.0%
Value ($000) $83 Shares 871 Est. Cost $66.33 Unrealized +21.7%
TSN Tyson Foods Inc 0.0%
Value ($000) $83 Shares 1,130 Est. Cost $52.69 Unrealized +16.8%
TSLA Tesla Motors Inc 0.0%
Value ($000) $83 Shares 310 Est. Cost $14.45 Unrealized +52.3%
PNC PNC Finl Services GP Inc 0.0%
Value ($000) $81 Shares 537 Est. Cost $95.06 Unrealized +24.3%
SDOG Alps Sector Dividend 0.0%
Value ($000) $80 Shares 1,839 Est. Cost $41.33 Unrealized
GRC Gorman Rupp Co Com 0.0%
Value ($000) $80 Shares 2,732 Est. Cost $28.73 Unrealized +2.3%
EES WisdomTree Smallcap Earnings ETF 0.0%
Value ($000) $80 Shares 2,240 Est. Cost $35.71 Unrealized
Raytheon Co 0.0%
Value ($000) $79 Shares 366 Est. Cost $139.86 Unrealized
IMCV iShares Morningstar Mid Cap ETF 0.0%
Value ($000) $78 Shares 500 Est. Cost $160.00 Unrealized
SUPN Supernus Pharma 0.0%
Value ($000) $77 Shares 1,674 Est. Cost $43.28 Unrealized -3.6%
TXNM PNM Resources Inc 0.0%
Value ($000) $77 Shares 2,000 Est. Cost $31.98 Unrealized +14.5%
MET Metlife Inc 0.0%
Value ($000) $76 Shares 1,650 Est. Cost $34.34 Unrealized +7.9%
STT State Street 0.0%
Value ($000) $75 Shares 750 Est. Cost $42.64 Unrealized +92.1%
MSEX Middlesex Water Co 0.0%
Value ($000) $73 Shares 2,000 Est. Cost $28.35 Unrealized +30.6%
VAW Vanguard Materials 0.0%
Value ($000) $73 Shares 570 Est. Cost $136.84 Unrealized
FEZ SPDR Euro Stoxx 50 ETF 0.0%
Value ($000) $72 Shares 1,795 Est. Cost $38.81 Unrealized
IJT iShares S&P Smcap Growth 0.0%
Value ($000) $72 Shares 415 Est. Cost $146.24 Unrealized
FNDF Schwab Fundamental Inl 0.0%
Value ($000) $72 Shares 2,385 Est. Cost $29.36 Unrealized
IYW iShares 0.0%
Value ($000) $72 Shares 431 Est. Cost $118.33 Unrealized
Fibrogen Inc 0.0%
Value ($000) $72 Shares 1,559 Est. Cost $53.78 Unrealized
ARKG Ark Genomic Revolution Mlti SCTR ETF 0.0%
Value ($000) $71 Shares 2,770 Est. Cost $24.55 Unrealized
USMF Wisdomtree Trust US (multifactor FD) 0.0%
Value ($000) $70 Shares 2,485 Est. Cost $28.17 Unrealized
WTPI Wisdomtree TR CBOE (S&P 500) 0.0%
Value ($000) $68 Shares 2,397 Est. Cost $28.37 Unrealized
Guggenheim BulletShares 2018 0.0%
Value ($000) $68 Shares 3,224 Est. Cost $21.29 Unrealized
VCIT Vanguard Corp Bond ETF 0.0%
Value ($000) $67 Shares 789 Est. Cost $89.20 Unrealized
EW Edwards Lifesciences CP 0.0%
Value ($000) $67 Shares 478 Est. Cost $43.43 Unrealized 0.0%
GD General Dynamics Corp Common 0.0%
Value ($000) $66 Shares 298 Est. Cost $136.15 Unrealized +33.7%
PRU Prudential Financial Inc 0.0%
Value ($000) $65 Shares 625 Est. Cost $65.00 Unrealized +18.6%
NVS Novartis 'B' SPN.ADR 1:1 0.0%
Value ($000) $65 Shares 770 Est. Cost $75.44 Unrealized
Express Scripts HLDG Co 0.0%
Value ($000) $65 Shares 935 Est. Cost $70.39 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
AFG American Financial Group Inc. 0.0%
Value ($000) $64 Shares 572 Est. Cost $39.97 Unrealized +44.5%
MDLZ Mondelez Intl Inc CL A 0.0%
Value ($000) $61 Shares 1,465 Est. Cost $34.76 Unrealized +3.1%
SHW Sherwin Williams Co 0.0%
Value ($000) $61 Shares 156 Est. Cost $122.31 Unrealized +3.9%
Aerie Pharmaceutical 0.0%
Value ($000) $60 Shares 1,098 Est. Cost $48.27 Unrealized
GRMN Garmin LTD F 0.0%
Value ($000) $59 Shares 1,001 Est. Cost $42.01 Unrealized +20.4%
ADBE Adobe Systems Inc 0.0%
Value ($000) $59 Shares 275 Est. Cost $96.05 Unrealized +111.7%
BSV Vanguard Short-Term Bond ETF 0.0%
Value ($000) $58 Shares 746 Est. Cost $80.97 Unrealized
IWR iShares Russell Mid-Cap 0.0%
Value ($000) $58 Shares 280 Est. Cost $175.00 Unrealized
XYZ Square Inc Class A 0.0%
Value ($000) $57 Shares 1,156 Est. Cost $35.76 Unrealized +28.3%
UNP Union Pacific 0.0%
Value ($000) $56 Shares 420 Est. Cost $90.10 Unrealized +25.5%
SCHR SCH Intm US TRSR ETF 0.0%
Value ($000) $56 Shares 1,070 Est. Cost $52.69 Unrealized
Aqua America Inc 0.0%
Value ($000) $55 Shares 1,625 Est. Cost $31.72 Unrealized
VBR Vanguard Small-Cap Value ETF 0.0%
Value ($000) $55 Shares 423 Est. Cost $124.16 Unrealized
Buckeye Partners Uts L P 0.0%
Value ($000) $54 Shares 1,454 Est. Cost $57.08 Unrealized
FBT First Trust NYSE Arca 0.0%
Value ($000) $53 Shares 400 Est. Cost $132.50 Unrealized
Activision Blizzard 0.0%
Value ($000) $52 Shares 762 Est. Cost $56.55 Unrealized
IEI iShares TR Barclays Bond 0.0%
Value ($000) $52 Shares 430 Est. Cost $127.15 Unrealized
IXC iShares S&P Global Energy 0.0%
Value ($000) $52 Shares 1,517 Est. Cost $32.53 Unrealized
Magellan Midstream Partners 0.0%
Value ($000) $51 Shares 878 Est. Cost $70.62 Unrealized
EDIV SPDR S&P Emerging 0.0%
Value ($000) $50 Shares 1,419 Est. Cost $29.60 Unrealized
EXEL Exelixis Inc 0.0%
Value ($000) $50 Shares 2,276 Est. Cost $26.62 Unrealized +3.9%
EIX Edison Int'l 0.0%
Value ($000) $50 Shares 782 Est. Cost $48.75 Unrealized -10.2%
Leucadia National Co 0.0%
Value ($000) $50 Shares 2,187 Est. Cost $25.15 Unrealized
HEDJ WisdomTree Europe Hedged Equity 0.0%
Value ($000) $50 Shares 805 Est. Cost $50.93 Unrealized
Eaton Vance National Muni Opp Trust Closed 0.0%
Value ($000) $49 Shares 2,349 Est. Cost $22.66 Unrealized
ITW Illinois Tool Works Inc 0.0%
Value ($000) $49 Shares 311 Est. Cost $108.10 Unrealized +26.6%
ACN Accenture PLC CL A F 0.0%
Value ($000) $49 Shares 317 Est. Cost $97.87 Unrealized +43.8%
SYK Stryker Corp 0.0%
Value ($000) $49 Shares 302 Est. Cost $109.34 Unrealized +35.2%
VDC Vanguard Consumr Staples 0.0%
Value ($000) $48 Shares 350 Est. Cost $137.14 Unrealized
SCHD Schwab US Dividend Equity ETF 0.0%
Value ($000) $47 Shares 950 Est. Cost $48.81 Unrealized
JP Morgan Alerian MLP Index ETN 0.0%
Value ($000) $47 Shares 1,966 Est. Cost $31.95 Unrealized
LEA Lear Corporation 0.0%
Value ($000) $47 Shares 250 Est. Cost $94.66 Unrealized +69.7%
Ca Inc 0.0%
Value ($000) $47 Shares 1,375 Est. Cost $33.38 Unrealized
XLB Select Sector SPDR 0.0%
Value ($000) $46 Shares 800 Est. Cost $56.25 Unrealized
RY Royal Bank Cda Montreal Que Co M 0.0%
Value ($000) $46 Shares 600 Est. Cost $74.64 Unrealized +8.8%
General Electric 0.0%
Value ($000) $46 Shares 3,382 Est. Cost $31.03 Unrealized
NANR SPDR S&P NRTH Amrcn NTRL RSRC ETF 0.0%
Value ($000) $46 Shares 1,381 Est. Cost $34.40 Unrealized
SLYG SPDR S&P 600 Small Cap 0.0%
Value ($000) $45 Shares 195 Est. Cost $229.67 Unrealized
ET Energy Transfer Equity 0.0%
Value ($000) $45 Shares 3,200 Est. Cost $17.50 Unrealized
Eaton Vance Tax Adv GLBL 0.0%
Value ($000) $45 Shares 2,667 Est. Cost $16.87 Unrealized
ARW Arrow Electronics 0.0%
Value ($000) $45 Shares 590 Est. Cost $68.46 Unrealized +18.5%
DES Wisdomtree Smallcap DIV 0.0%
Value ($000) $45 Shares 1,644 Est. Cost $43.19 Unrealized
HE Hawaiian Elec Industries Com 0.0%
Value ($000) $45 Shares 1,314 Est. Cost $33.08 Unrealized +2.1%
WDAY Workday Inc CL A 0.0%
Value ($000) $44 Shares 350 Est. Cost $103.18 Unrealized +18.6%
CBS 'B' 0.0%
Value ($000) $44 Shares 845 Est. Cost $54.44 Unrealized
HEFA iShares Currency Hedg 0.0%
Value ($000) $44 Shares 1,525 Est. Cost $28.85 Unrealized
T C Pipelines LP 0.0%
Value ($000) $43 Shares 1,245 Est. Cost $60.07 Unrealized
MAN Manpowergroup 0.0%
Value ($000) $43 Shares 375 Est. Cost $77.51 Unrealized +59.4%
PCG P G & E Corp 0.0%
Value ($000) $43 Shares 968 Est. Cost $57.25 Unrealized -26.7%
ILMN Illumina Inc 0.0%
Value ($000) $42 Shares 178 Est. Cost $175.22 Unrealized +30.8%
Blue Cap Reinsurance F 0.0%
Value ($000) $42 Shares 3,375 Est. Cost $16.89 Unrealized
VT Vanguard Total World 0.0%
Value ($000) $41 Shares 556 Est. Cost $58.75 Unrealized
AIG American Intl Group New 0.0%
Value ($000) $41 Shares 751 Est. Cost $48.74 Unrealized -1.4%
FNDB Schwab Fundamental US 0.0%
Value ($000) $40 Shares 1,095 Est. Cost $33.69 Unrealized
PSX Phillips 66 0.0%
Value ($000) $40 Shares 417 Est. Cost $60.58 Unrealized +18.0%
VZ Verizon Communications 0.0%
Value ($000) $39 Shares 813 Est. Cost $29.31 Unrealized +12.7%
OPPJ Wisdomtree Trust (japan Smallcap) 0.0%
Value ($000) $39 Shares 883 Est. Cost $44.17 Unrealized
EFX Equifax Inc 0.0%
Value ($000) $38 Shares 321 Est. Cost $95.83 Unrealized +16.8%
BlackRock Core Bond Trust Clos Ed End 0.0%
Value ($000) $38 Shares 2,900 Est. Cost $14.13 Unrealized
Catchmark Timber TR REIT 0.0%
Value ($000) $38 Shares 3,072 Est. Cost $12.37 Unrealized
Clovis Oncology Inc 0.0%
Value ($000) $38 Shares 728 Est. Cost $81.82 Unrealized
BANX Stonecastle Finl Co 0.0%
Value ($000) $38 Shares 1,727 Est. Cost $9.32 Unrealized +9.9%
Te Connectivity LTD F 0.0%
Value ($000) $38 Shares 376 Est. Cost $88.73 Unrealized
GWX SPDR S&P International 0.0%
Value ($000) $38 Shares 1,087 Est. Cost $35.88 Unrealized
Rockwell Collins Inc 0.0%
Value ($000) $38 Shares 284 Est. Cost $96.48 Unrealized
Nuveen Ca QLTY Muni Income Ce Fund 0.0%
Value ($000) $38 Shares 2,841 Est. Cost $14.96 Unrealized
CAG Conagra Foods Inc 0.0%
Value ($000) $37 Shares 1,000 Est. Cost $23.58 Unrealized +15.5%
EXC Exelon Corp 0.0%
Value ($000) $37 Shares 958 Est. Cost $19.17 Unrealized +7.1%
COF Capital One Finl 0.0%
Value ($000) $36 Shares 380 Est. Cost $68.82 Unrealized +26.2%
PAA Plains All American Pipeline LP 0.0%
Value ($000) $36 Shares 1,635 Est. Cost $21.41 Unrealized
Flaherty & Crumrine PFD Inc Op Portunity Fund 0.0%
Value ($000) $36 Shares 3,290 Est. Cost $10.94 Unrealized
Altaba Incorporated 0.0%
Value ($000) $36 Shares 485 Est. Cost $62.32 Unrealized
SNPS Synopsys Inc 0.0%
Value ($000) $36 Shares 430 Est. Cost $50.14 Unrealized +75.2%
MDY SPDR S&P Midcap 400 ETF Trust 0.0%
Value ($000) $36 Shares 105 Est. Cost $323.81 Unrealized
FLOT iShares ETF 0.0%
Value ($000) $35 Shares 685 Est. Cost $50.83 Unrealized
IDA Idacorp Incorporated 0.0%
Value ($000) $35 Shares 400 Est. Cost $87.48 Unrealized -3.5%
BBHY JP Morgan ETF Trust 0.0%
Value ($000) $35 Shares 706 Est. Cost $51.79 Unrealized
DXJ Wisdomtree JPN HDGD Eqty 0.0%
Value ($000) $35 Shares 628 Est. Cost $55.73 Unrealized
BMRC Bank Of Marin Bancorp 0.0%
Value ($000) $34 Shares 499 Est. Cost $18.44 Unrealized +43.5%
Zayo Group Holdings 0.0%
Value ($000) $34 Shares 1,000 Est. Cost $34.00 Unrealized
Nuveen Credit 0.0%
Value ($000) $34 Shares 4,230 Est. Cost $8.51 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
GPN Global Payments Inc 0.0%
Value ($000) $33 Shares 300 Est. Cost $70.19 Unrealized +49.8%
MGA Magna Intl Inc F 0.0%
Value ($000) $33 Shares 580 Est. Cost $38.46 Unrealized +13.7%
EBAY eBay Inc 0.0%
Value ($000) $33 Shares 815 Est. Cost $27.17 Unrealized +35.6%
SUSA iShares MSCI USA Esg Select ETF 0.0%
Value ($000) $33 Shares 300 Est. Cost $110.00 Unrealized
STOT Short Duration Bond ETF 0.0%
Value ($000) $33 Shares 670 Est. Cost $49.25 Unrealized
VGK Vanguard European ETF 0.0%
Value ($000) $32 Shares 543 Est. Cost $58.93 Unrealized
DOX Amdocs LTD 0.0%
Value ($000) $32 Shares 475 Est. Cost $52.40 Unrealized +9.5%
Liberty All Star Eq FD 0.0%
Value ($000) $31 Shares 5,000 Est. Cost $5.00 Unrealized
21ST Cent Fox 0.0%
Value ($000) $30 Shares 825 Est. Cost $26.67 Unrealized
LXRX Lexicon Pharmaceutic 0.0%
Value ($000) $30 Shares 3,489 Est. Cost $14.77 Unrealized -37.4%
ISTB iShares Short Term Bond ETF 0.0%
Value ($000) $30 Shares 598 Est. Cost $76.07 Unrealized
CLX Clorox Co 0.0%
Value ($000) $30 Shares 223 Est. Cost $104.67 Unrealized +2.0%
MCK Mckesson Corporation 0.0%
Value ($000) $30 Shares 216 Est. Cost $164.55 Unrealized -11.0%
IWB iShares Russell 1000 ETF 0.0%
Value ($000) $29 Shares 200 Est. Cost $116.67 Unrealized
HUM Humana 0.0%
Value ($000) $28 Shares 105 Est. Cost $197.24 Unrealized +28.3%
VOD Vodafone Group Spon 0.0%
Value ($000) $28 Shares 1,000 Est. Cost $28.09 Unrealized
Spark Energy Inc Class A 0.0%
Value ($000) $28 Shares 2,391 Est. Cost $15.06 Unrealized
VLO Valero Energy 0.0%
Value ($000) $28 Shares 306 Est. Cost $49.79 Unrealized +36.9%
GLW Corning Inc 0.0%
Value ($000) $28 Shares 1,000 Est. Cost $23.59 Unrealized +5.2%
Tortoise Egy Infrastruct 0.0%
Value ($000) $27 Shares 1,096 Est. Cost $33.76 Unrealized
AKAM Akamai Technologies 0.0%
Value ($000) $27 Shares 378 Est. Cost $59.97 Unrealized +13.5%
EG Everest Re Group LTD F 0.0%
Value ($000) $27 Shares 105 Est. Cost $173.45 Unrealized +17.6%
Arconic Inc 0.0%
Value ($000) $27 Shares 1,166 Est. Cost $28.30 Unrealized
AVB Avalonbay Commns. 0.0%
Value ($000) $27 Shares 160 Est. Cost $134.04 Unrealized -7.0%
ENB Enbridge Inc F 0.0%
Value ($000) $26 Shares 835 Est. Cost $24.35 Unrealized -11.7%
RR Donnelley & Sons 0.0%
Value ($000) $26 Shares 3,000 Est. Cost $17.67 Unrealized
MXI iShares S&P Global Materials 0.0%
Value ($000) $26 Shares 379 Est. Cost $50.70 Unrealized
ISRG Intuitive Surgical New 0.0%
Value ($000) $26 Shares 63 Est. Cost $53.28 Unrealized +161.9%
Symantec Corp 0.0%
Value ($000) $26 Shares 995 Est. Cost $29.15 Unrealized
GAP Gap Inc 0.0%
Value ($000) $26 Shares 846 Est. Cost $18.35 Unrealized +35.1%
MPC Marathon Pete Corp 0.0%
Value ($000) $26 Shares 360 Est. Cost $36.87 Unrealized +45.8%
NVO Novo-Nordisk A-S F 0.0%
Value ($000) $26 Shares 525 Est. Cost $34.64 Unrealized
NWL Newell Rubbermaid Inc 0.0%
Value ($000) $25 Shares 1,000 Est. Cost $19.61 Unrealized 0.0%
Covanta Holding Corp 0.0%
Value ($000) $25 Shares 1,683 Est. Cost $14.85 Unrealized
SBUX Starbucks Corp 0.0%
Value ($000) $25 Shares 440 Est. Cost $41.60 Unrealized +17.1%
ADSK Autodesk 0.0%
Value ($000) $25 Shares 202 Est. Cost $72.12 Unrealized +65.1%
Energy Transfer Partners LP 0.0%
Value ($000) $25 Shares 1,515 Est. Cost $18.48 Unrealized
CHD Church & Dwight Co Inc 0.0%
Value ($000) $25 Shares 500 Est. Cost $45.66 Unrealized -2.2%
DDD 3 D Systems Corp 0.0%
Value ($000) $24 Shares 2,108 Est. Cost $13.22 Unrealized -19.2%
EA Electronic Arts 0.0%
Value ($000) $24 Shares 200 Est. Cost $77.78 Unrealized +51.5%
LUV Southwest Airlines Co 0.0%
Value ($000) $24 Shares 413 Est. Cost $40.16 Unrealized +35.3%
SCHO Schwab Shrt. Term US Treasury Bond ETF 0.0%
Value ($000) $24 Shares 477 Est. Cost $50.58 Unrealized
VSS Vanguard All-World ex-US Small/Midcap ETF 0.0%
Value ($000) $24 Shares 201 Est. Cost $119.40 Unrealized
New Relic Inc 0.0%
Value ($000) $23 Shares 316 Est. Cost $25.32 Unrealized
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF 0.0%
Value ($000) $23 Shares 193 Est. Cost $123.13 Unrealized
DTE Dte Energy Company 0.0%
Value ($000) $23 Shares 220 Est. Cost $56.09 Unrealized +19.9%
CC Chemours Co Com 0.0%
Value ($000) $23 Shares 470 Est. Cost $6.48 Unrealized +466.7%
ARKK Ark Innovation ETF 0.0%
Value ($000) $23 Shares 600 Est. Cost $38.33 Unrealized
BP BP PLC ADR F 0.0%
Value ($000) $23 Shares 578 Est. Cost $37.58 Unrealized
Western Asset Invt Grade Com 0.0%
Value ($000) $23 Shares 1,092 Est. Cost $21.28 Unrealized
EEMV iShares MSCI Emerging Markets Minimum Volatility ETF 0.0%
Value ($000) $23 Shares 365 Est. Cost $54.79 Unrealized
XLRE Select Sector SPDR 0.0%
Value ($000) $23 Shares 732 Est. Cost $31.43 Unrealized
CIGNA 0.0%
Value ($000) $23 Shares 140 Est. Cost $171.13 Unrealized
Blackstone Group LP 0.0%
Value ($000) $22 Shares 700 Est. Cost $31.43 Unrealized
JCI Johnson CTLS Intl PLC F 0.0%
Value ($000) $22 Shares 624 Est. Cost $34.29 Unrealized -7.3%
AMAT Applied Materials Inc 0.0%
Value ($000) $22 Shares 400 Est. Cost $17.10 Unrealized +197.6%
SO The Southern Company 0.0%
Value ($000) $22 Shares 500 Est. Cost $32.22 Unrealized -0.2%
Monsanto Co New Del 0.0%
Value ($000) $22 Shares 188 Est. Cost $115.26 Unrealized
AGGY US AGG Bond ETF 0.0%
Value ($000) $22 Shares 440 Est. Cost $50.00 Unrealized
Tableau Software Inc 0.0%
Value ($000) $21 Shares 265 Est. Cost $93.47 Unrealized
REGN Regeneron Pharms Inc 0.0%
Value ($000) $21 Shares 62 Est. Cost $345.90 Unrealized 0.0%
DHR Danaher Corp 0.0%
Value ($000) $21 Shares 214 Est. Cost $66.37 Unrealized +27.0%
JPEM JPMRG DVSFD Retn Emrg MRKS Eqy ETF 0.0%
Value ($000) $21 Shares 353 Est. Cost $54.98 Unrealized
DNP Select Income Fund 0.0%
Value ($000) $21 Shares 2,000 Est. Cost $10.00 Unrealized
ESS Essex Property Trust Inc 0.0%
Value ($000) $21 Shares 88 Est. Cost $174.85 Unrealized +0.6%
WDC Western Digital Corp 0.0%
Value ($000) $21 Shares 229 Est. Cost $28.61 Unrealized +115.0%
Broadcom LTD F 0.0%
Value ($000) $20 Shares 86 Est. Cost $219.08 Unrealized
CE Celanese 'a' 0.0%
Value ($000) $20 Shares 200 Est. Cost $90.95 Unrealized -0.4%
Marvell Technology Group LTD F 0.0%
Value ($000) $20 Shares 946 Est. Cost $21.14 Unrealized
AEP Amer.Elec.PWR. 0.0%
Value ($000) $20 Shares 297 Est. Cost $49.81 Unrealized +2.3%
LOW Lowes Companies Inc 0.0%
Value ($000) $20 Shares 229 Est. Cost $65.98 Unrealized +24.1%
PVH PVH Corp 0.0%
Value ($000) $19 Shares 125 Est. Cost $92.68 Unrealized +55.5%
IEFA iShares Core MSCI EAFE ETF 0.0%
Value ($000) $19 Shares 281 Est. Cost $60.96 Unrealized
DE Deere & Co 0.0%
Value ($000) $19 Shares 120 Est. Cost $143.98 Unrealized 0.0%
LW Lamb Weston HLDGS 0.0%
Value ($000) $19 Shares 333 Est. Cost $29.75 Unrealized +69.3%
IXP iShares S&P Global Telecom 0.0%
Value ($000) $19 Shares 334 Est. Cost $62.27 Unrealized
IVW iShares S&P 500 0.0%
Value ($000) $19 Shares 121 Est. Cost $136.94 Unrealized
VRNS Varonis SYS Inc Com 0.0%
Value ($000) $19 Shares 310 Est. Cost $9.51 Unrealized +94.7%
iShares S&P Developed 0.0%
Value ($000) $19 Shares 490 Est. Cost $36.62 Unrealized
SONY Sony Corp ADR 0.0%
Value ($000) $19 Shares 400 Est. Cost $37.50 Unrealized
CHTR Charter Communicatn 0.0%
Value ($000) $19 Shares 62 Est. Cost $217.80 Unrealized +61.4%
JXI iShares S&P Global Utilities 0.0%
Value ($000) $19 Shares 379 Est. Cost $48.86 Unrealized
ARCC Ares Capital Corporation 0.0%
Value ($000) $18 Shares 1,150 Est. Cost $7.28 Unrealized +2.6%
RWR SPDR Dow Jones REIT 0.0%
Value ($000) $18 Shares 210 Est. Cost $94.51 Unrealized
AMP Ameriprise Financial Inc 0.0%
Value ($000) $18 Shares 125 Est. Cost $73.83 Unrealized +89.5%
ALB Albemarle Corp 0.0%
Value ($000) $18 Shares 192 Est. Cost $94.29 Unrealized +4.7%
LULU Lululemon Athletica Inc 0.0%
Value ($000) $18 Shares 200 Est. Cost $60.05 Unrealized +33.3%
ZTS Zoetis Inc 0.0%
Value ($000) $17 Shares 200 Est. Cost $64.45 Unrealized +14.9%
PWRSHRS Dwa Technology MNTM ETF IV 0.0%
Value ($000) $17 Shares 298 Est. Cost $57.05 Unrealized
VNQI Vanguard Intl Equity 0.0%
Value ($000) $17 Shares 278 Est. Cost $57.15 Unrealized
AA Alcoa Corp 0.0%
Value ($000) $17 Shares 388 Est. Cost $25.90 Unrealized +82.6%
ALGN Align Technology Inc 0.0%
Value ($000) $17 Shares 66 Est. Cost $55.19 Unrealized +365.3%
MFC Manulife Financial Corpf 0.0%
Value ($000) $17 Shares 900 Est. Cost $20.78 Unrealized -3.7%
FLTB Fidelity Limited 0.0%
Value ($000) $17 Shares 349 Est. Cost $51.58 Unrealized
YUM Yum! Brands 0.0%
Value ($000) $17 Shares 200 Est. Cost $64.74 Unrealized +9.7%
WELL Welltower Inc Com 0.0%
Value ($000) $16 Shares 292 Est. Cost $51.32 Unrealized -16.3%
AVT Avnet 0.0%
Value ($000) $16 Shares 385 Est. Cost $32.19 Unrealized +8.5%
ZBH Zimmer Holdings Inc 0.0%
Value ($000) $16 Shares 150 Est. Cost $102.89 Unrealized +5.8%
CAH Cardinal Health Inc 0.0%
Value ($000) $16 Shares 249 Est. Cost $61.18 Unrealized -11.4%
ETR Entergy Corp New 0.0%
Value ($000) $16 Shares 200 Est. Cost $27.81 Unrealized +3.7%
HCA Hca Holdings Inc 0.0%
Value ($000) $16 Shares 165 Est. Cost $74.76 Unrealized +20.8%
FS Investment Corp 0.0%
Value ($000) $16 Shares 2,206 Est. Cost $8.84 Unrealized
Cons Communication HLDGS 0.0%
Value ($000) $16 Shares 1,500 Est. Cost $26.00 Unrealized
TDG Transdigm Group Inc Com 0.0%
Value ($000) $15 Shares 50 Est. Cost $176.01 Unrealized +24.2%
CM Finance Inc 0.0%
Value ($000) $15 Shares 1,727 Est. Cost $9.84 Unrealized
Liberty Media Corp Series C Liberty Sirius 0.0%
Value ($000) $15 Shares 378 Est. Cost $42.33 Unrealized
SLV iShares Silver Trust 0.0%
Value ($000) $15 Shares 941 Est. Cost $15.94 Unrealized
FNDA Schwab Fundamental US 0.0%
Value ($000) $14 Shares 375 Est. Cost $34.55 Unrealized
EL Estee Lauder Companiesinc CL A 0.0%
Value ($000) $14 Shares 96 Est. Cost $87.15 Unrealized +44.0%
BCE B C E Inc New F 0.0%
Value ($000) $14 Shares 332 Est. Cost $27.96 Unrealized -1.7%
Fireeye Inc 0.0%
Value ($000) $14 Shares 842 Est. Cost $16.32 Unrealized
QCOM Qualcomm Inc 0.0%
Value ($000) $14 Shares 253 Est. Cost $50.87 Unrealized +2.0%
DEO Diageo SPN.ADR 1:4 0.0%
Value ($000) $14 Shares 100 Est. Cost $150.00 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
Liberty Global SR.C 0.0%
Value ($000) $14 Shares 463 Est. Cost $32.40 Unrealized
FPI Farmland Partners REIT 0.0%
Value ($000) $13 Shares 1,500 Est. Cost $8.67 Unrealized
Guggenheim S&P 500 Equal Weight ETF 0.0%
Value ($000) $13 Shares 130 Est. Cost $100.00 Unrealized
EXAS Exact Sciences Corp 0.0%
Value ($000) $13 Shares 314 Est. Cost $47.97 Unrealized +1.7%
SCHH Schwab US REIT ETF 0.0%
Value ($000) $13 Shares 352 Est. Cost $41.56 Unrealized
LVS Las Vegas Sands Corp 0.0%
Value ($000) $13 Shares 185 Est. Cost $56.22 Unrealized +11.0%
Vector Group LTD 0.0%
Value ($000) $13 Shares 651 Est. Cost $21.38 Unrealized
ADM Archer-Danls.-Midl. 0.0%
Value ($000) $12 Shares 270 Est. Cost $32.53 Unrealized +2.5%
Xerox Corp 0.0%
Value ($000) $12 Shares 416 Est. Cost $29.89 Unrealized
Enbridge Energy PTNRS LP 0.0%
Value ($000) $12 Shares 1,250 Est. Cost $16.00 Unrealized
Hollyfrontier Corp 0.0%
Value ($000) $12 Shares 242 Est. Cost $49.25 Unrealized
NMFC New Mountain Finance Corp Com 0.0%
Value ($000) $12 Shares 932 Est. Cost $5.74 Unrealized -2.3%
RS Reliance STL & Alumi 0.0%
Value ($000) $12 Shares 141 Est. Cost $76.18 Unrealized +17.2%
ALK Alaska Air Group Inc 0.0%
Value ($000) $12 Shares 190 Est. Cost $67.65 Unrealized -6.2%
UTHR United Therapeutics Corp 0.0%
Value ($000) $12 Shares 105 Est. Cost $115.64 Unrealized +9.9%
Loxo Oncology Inc 0.0%
Value ($000) $12 Shares 100 Est. Cost $90.00 Unrealized
SYF Synchrony Financial 0.0%
Value ($000) $11 Shares 331 Est. Cost $25.00 Unrealized +22.0%
TJX T J X Cos Inc 0.0%
Value ($000) $11 Shares 139 Est. Cost $35.15 Unrealized +0.9%
COTY Coty Inc Class A 0.0%
Value ($000) $11 Shares 585 Est. Cost $17.91 Unrealized 0.0%
VMC Vulcan Materials 0.0%
Value ($000) $11 Shares 100 Est. Cost $111.71 Unrealized +5.2%
BLKRCK Floatng Rate Incm 0.0%
Value ($000) $11 Shares 724 Est. Cost $13.81 Unrealized
XEL Xcel Energy Inc 0.0%
Value ($000) $11 Shares 250 Est. Cost $28.69 Unrealized +21.8%
FNDE Schwab Funda Emg MKTS 0.0%
Value ($000) $11 Shares 350 Est. Cost $27.27 Unrealized
XLE Sector SPDR Engy Select 0.0%
Value ($000) $11 Shares 163 Est. Cost $67.22 Unrealized
DFIN Donnelley Financial 0.0%
Value ($000) $11 Shares 625 Est. Cost $21.18 Unrealized -8.0%
VRTX Vertex Pharmaceutica 0.0%
Value ($000) $11 Shares 65 Est. Cost $150.51 Unrealized +8.5%
UAA Under Armour Inc CL A 0.0%
Value ($000) $10 Shares 600 Est. Cost $26.42 Unrealized -40.8%
CWI SPDR MSCI Acwi Ex-US 0.0%
Value ($000) $10 Shares 267 Est. Cost $31.73 Unrealized
COP Conocophillips 0.0%
Value ($000) $10 Shares 175 Est. Cost $64.40 Unrealized -32.1%
UPS United Parcel Ser 0.0%
Value ($000) $10 Shares 93 Est. Cost $72.23 Unrealized +18.3%
HII Huntington Ingalls 0.0%
Value ($000) $10 Shares 40 Est. Cost $210.53 Unrealized 0.0%
OHI Omega Hlthcare Invs Inc 0.0%
Value ($000) $10 Shares 370 Est. Cost $32.43 Unrealized
SWK Stanley Black & Deck 0.0%
Value ($000) $9 Shares 59 Est. Cost $86.52 Unrealized +50.5%
Ingersoll Rand CL A Newf 0.0%
Value ($000) $9 Shares 106 Est. Cost $61.41 Unrealized
AGNC A G N C Investment C 0.0%
Value ($000) $9 Shares 477 Est. Cost $21.50 Unrealized
ITOT iShares Core S&P Total US Stock Market ETF 0.0%
Value ($000) $9 Shares 143 Est. Cost $55.74 Unrealized
ROST Ross Stores Inc 0.0%
Value ($000) $9 Shares 110 Est. Cost $40.16 Unrealized +82.6%
PODD Insulet Corporation 0.0%
Value ($000) $9 Shares 100 Est. Cost $77.68 Unrealized 0.0%
DJP Dow Jones UBS Commodity Index Total Return 0.0%
Value ($000) $9 Shares 371 Est. Cost $27.25 Unrealized
WM Waste Management Inc Del 0.0%
Value ($000) $9 Shares 109 Est. Cost $56.76 Unrealized +31.9%
BWA Borg Warner Inc 0.0%
Value ($000) $9 Shares 182 Est. Cost $33.45 Unrealized +22.7%
EPD Enterprise Products Partners LP 0.0%
Value ($000) $8 Shares 310 Est. Cost $28.79 Unrealized
LBRDK Liberty Broadband Co 0.0%
Value ($000) $8 Shares 94 Est. Cost $90.12 Unrealized -6.5%
YUMC Yum China Holdings I 0.0%
Value ($000) $8 Shares 200 Est. Cost $37.27 Unrealized +15.4%
AWK American Water Works Co 0.0%
Value ($000) $8 Shares 99 Est. Cost $70.30 Unrealized 0.0%
FINX Global X Fintech ETF IV 0.0%
Value ($000) $8 Shares 325 Est. Cost $24.62 Unrealized
VFC V F Corporation 0.0%
Value ($000) $8 Shares 112 Est. Cost $58.80 Unrealized +23.0%
FSLR First Solar Inc 0.0%
Value ($000) $8 Shares 110 Est. Cost $56.82 Unrealized +19.8%
AEE Ameren Corporation 0.0%
Value ($000) $8 Shares 140 Est. Cost $38.81 Unrealized +13.7%
ProShares Short Vix Short Term ETF 0.0%
Value ($000) $8 Shares 640 Est. Cost $12.50 Unrealized
Liberty Media Corp Series A Liberty Sirius 0.0%
Value ($000) $8 Shares 189 Est. Cost $42.33 Unrealized
Clearbridge Engy M 0.0%
Value ($000) $7 Shares 750 Est. Cost $13.33 Unrealized
BABA Alibaba Group HLDG 0.0%
Value ($000) $7 Shares 39 Est. Cost $174.60 Unrealized
AMG Affiliated Managers 0.0%
Value ($000) $7 Shares 35 Est. Cost $188.42 Unrealized +0.6%
Tortoise MLP Fund Inc Com 0.0%
Value ($000) $7 Shares 425 Est. Cost $18.82 Unrealized
L S C Communications 0.0%
Value ($000) $7 Shares 375 Est. Cost $26.67 Unrealized
Wabco HLDGS Inc Com 0.0%
Value ($000) $7 Shares 55 Est. Cost $148.08 Unrealized
FNDC Schwab Fundamental Intl 0.0%
Value ($000) $7 Shares 185 Est. Cost $31.95 Unrealized
DFE Wisdomtree Europe SMCP DV ETF 0.0%
Value ($000) $6 Shares 92 Est. Cost $65.22 Unrealized
DOV Dover Corporation 0.0%
Value ($000) $6 Shares 58 Est. Cost $72.48 Unrealized 0.0%
Z Zillow Group Inc 0.0%
Value ($000) $6 Shares 115 Est. Cost $36.45 Unrealized +32.3%
TGNA Tegna Inc 0.0%
Value ($000) $6 Shares 550 Est. Cost $13.53 Unrealized +0.9%
Tiffany & Co New 0.0%
Value ($000) $6 Shares 64 Est. Cost $62.50 Unrealized
Interpublic Group Of Cos 0.0%
Value ($000) $6 Shares 250 Est. Cost $14.88 Unrealized +10.2%
Alps Trust ETF 0.0%
Value ($000) $6 Shares 625 Est. Cost $12.61 Unrealized
PEG Public Service Enterprise 0.0%
Value ($000) $6 Shares 120 Est. Cost $38.22 Unrealized -1.7%
QTWO Q2 Holdings Inc 0.0%
Value ($000) $6 Shares 125 Est. Cost $39.12 Unrealized +10.3%
TRU Transunion 0.0%
Value ($000) $6 Shares 100 Est. Cost $44.12 Unrealized +26.1%
DAL Delta Air Lines Inc 0.0%
Value ($000) $5 Shares 85 Est. Cost $40.06 Unrealized +26.7%
RARE Ultragenyx Pharma 0.0%
Value ($000) $5 Shares 100 Est. Cost $59.25 Unrealized -15.0%
QRVO Qorvo Inc 0.0%
Value ($000) $5 Shares 73 Est. Cost $48.85 Unrealized +54.3%
Coupa Software Incor 0.0%
Value ($000) $5 Shares 100 Est. Cost $30.00 Unrealized
Barrick Gold Corp F 0.0%
Value ($000) $5 Shares 367 Est. Cost $16.35 Unrealized
Canadian Pac.RY. (NYS) 0.0%
Value ($000) $5 Shares 30 Est. Cost $143.88 Unrealized
BHF Brighthouse Financial Inc 0.0%
Value ($000) $5 Shares 107 Est. Cost $59.92 Unrealized -3.6%
LBTYAUSD Liberty Global Inc F Class A 0.0%
Value ($000) $5 Shares 153 Est. Cost $32.68 Unrealized
CARS Cars Com Inc 0.0%
Value ($000) $5 Shares 183 Est. Cost $26.33 Unrealized +11.2%
KMI Kinder Morgan 0.0%
Value ($000) $5 Shares 346 Est. Cost $12.30 Unrealized -9.9%
LBRDA Liberty Broadband Co 0.0%
Value ($000) $4 Shares 46 Est. Cost $89.38 Unrealized -6.1%
ZG Zillow Group Inc Class A 0.0%
Value ($000) $4 Shares 75 Est. Cost $30.24 Unrealized +59.5%
KREF K K R Real Estate Fi 0.0%
Value ($000) $4 Shares 200 Est. Cost $20.00 Unrealized
WMB Williams Companies 0.0%
Value ($000) $4 Shares 149 Est. Cost $9.91 Unrealized +92.5%
Quicklogic Corp New 0.0%
Value ($000) $4 Shares 2,618 Est. Cost $1.53 Unrealized
Supervalu Inc 0.0%
Value ($000) $4 Shares 285 Est. Cost $21.05 Unrealized
Sprint Corporation 0.0%
Value ($000) $4 Shares 730 Est. Cost $6.86 Unrealized
ADNT Adient PLC F 0.0%
Value ($000) $4 Shares 62 Est. Cost $67.50 Unrealized -2.2%
ALRM Alarm Com HLDGS Inc 0.0%
Value ($000) $4 Shares 100 Est. Cost $41.38 Unrealized -8.9%
VDE Vanguard Energy ETF 0.0%
Value ($000) $4 Shares 48 Est. Cost $89.26 Unrealized
EMB iShares JP Morgan Usd Emrg.MKT.BD.FD. 0.0%
Value ($000) $4 Shares 34 Est. Cost $117.29 Unrealized
CNDT Conduent Incorporate 0.0%
Value ($000) $3 Shares 155 Est. Cost $14.93 Unrealized +17.9%
Clearbridge Energy MLP 0.0%
Value ($000) $3 Shares 200 Est. Cost $15.00 Unrealized
TRUP Trupanion Inc 0.0%
Value ($000) $3 Shares 100 Est. Cost $22.96 Unrealized +39.6%
Transenterix Inc 0.0%
Value ($000) $3 Shares 2,000 Est. Cost $1.50 Unrealized
Store Capital Corp 0.0%
Value ($000) $3 Shares 100 Est. Cost $30.00 Unrealized
MGNX Macrogenics Inc 0.0%
Value ($000) $3 Shares 100 Est. Cost $17.32 Unrealized +40.2%
Genocea Biosciences 0.0%
Value ($000) $3 Shares 3,067 Est. Cost $1.59 Unrealized
Lions Gate Entmt F Class B 0.0%
Value ($000) $3 Shares 127 Est. Cost $31.50 Unrealized
EWZ iShares MSCI Brazil ETF 0.0%
Value ($000) $3 Shares 70 Est. Cost $42.86 Unrealized
Liberty Media Corp Series C Liberty Media 0.0%
Value ($000) $3 Shares 94 Est. Cost $42.55 Unrealized
JPUS JPMorgan Divrsifd RTRN US Eqy ETF 0.0%
Value ($000) $3 Shares 47 Est. Cost $69.78 Unrealized
VXUS Vanguard Total Intl ETF 0.0%
Value ($000) $3 Shares 49 Est. Cost $61.22 Unrealized
HIG Hartford Finl SVCS Groupinc 0.0%
Value ($000) $3 Shares 51 Est. Cost $41.04 Unrealized +11.8%
IDEV iShares TR Core MSCI (intl) 0.0%
Value ($000) $3 Shares 55 Est. Cost $54.55 Unrealized
At 0.0%
Value ($000) $3 Shares 1,439 Est. Cost $2.78 Unrealized
Discovery Commun Ser A 0.0%
Value ($000) $3 Shares 141 Est. Cost $21.28 Unrealized
HSBC HSBC HLDGS PLC ADR New F 0.0%
Value ($000) $3 Shares 68 Est. Cost $44.12 Unrealized
IVE iShares S&P 500 0.0%
Value ($000) $3 Shares 24 Est. Cost $125.00 Unrealized
DVY iShares Select Dividend ETF 0.0%
Value ($000) $3 Shares 36 Est. Cost $80.65 Unrealized
Discovery Commun Ser C 0.0%
Value ($000) $3 Shares 163 Est. Cost $18.40 Unrealized
Bed Bath & Beyond 0.0%
Value ($000) $2 Shares 76 Est. Cost $26.66 Unrealized
Cohen & Steers Selectutil FD Inc 0.0%
Value ($000) $2 Shares 106 Est. Cost $18.87 Unrealized
OPK Opko Health Inc 0.0%
Value ($000) $2 Shares 687 Est. Cost $9.74 Unrealized -58.7%
VICE Advisorshares Vice ETF IV 0.0%
Value ($000) $2 Shares 93 Est. Cost $21.51 Unrealized
MA Mastercard Inc 0.0%
Value ($000) $2 Shares 12 Est. Cost $163.70 Unrealized 0.0%
Melinta Therapeutics 0.0%
Value ($000) $2 Shares 301 Est. Cost $6.64 Unrealized
Twitter Inc 0.0%
Value ($000) $2 Shares 74 Est. Cost $40.04 Unrealized
INVH Invitation Homes Inc 0.0%
Value ($000) $2 Shares 100 Est. Cost $17.80 Unrealized +0.9%
SGRY Surgery Partners Inc 0.0%
Value ($000) $2 Shares 100 Est. Cost $14.30 Unrealized +8.9%
Glycomimetics Inc 0.0%
Value ($000) $2 Shares 100 Est. Cost $10.00 Unrealized
Liberty Media Corp Series A Liberty Media 0.0%
Value ($000) $1 Shares 46 Est. Cost $43.48 Unrealized
PGR Progressive Corp Ohio 0.0%
Value ($000) $1 Shares 9 Est. Cost $44.72 Unrealized 0.0%
Tracon Pharmaceutl 0.0%
Value ($000) $1 Shares 300 Est. Cost $3.33 Unrealized
FITB Fifth Third Bancorp 0.0%
Value ($000) $1 Shares 24 Est. Cost $24.19 Unrealized 0.0%
LILAK Liberty Latin Amer F 0.0%
Value ($000) $1 Shares 58 Est. Cost $20.25 Unrealized 0.0%
Liberty Interactive A 0.0%
Value ($000) $1 Shares 55 Est. Cost $18.18 Unrealized
MOS Mosaic Co New 0.0%
Value ($000) $1 Shares 26 Est. Cost $23.14 Unrealized 0.0%
INTG Intergroup Corp 0.0%
Value ($000) $1 Shares 33 Est. Cost $24.71 Unrealized -4.8%
Pacwest Bancorp 0.0%
Value ($000) $1 Shares 14 Est. Cost $71.43 Unrealized
AFL Aflac Inc 0.0%
Value ($000) $1 Shares 18 Est. Cost $36.79 Unrealized 0.0%
AXP American Express 0.0%
Value ($000) $1 Shares 7 Est. Cost $87.01 Unrealized 0.0%
CORP PIMCO Exch Traded Fund 0.0%
Value ($000) $1 Shares 8 Est. Cost $115.38 Unrealized
NOK Nokia Corp ADR 0.0%
Value ($000) $1 Shares 144 Est. Cost $6.94 Unrealized
Liberty Media Corp Series C Liberty Braves 0.0%
Value ($000) $1 Shares 37 Est. Cost $27.03 Unrealized
NWSA News Corp 0.0%
Value ($000) $1 Shares 63 Est. Cost $10.76 Unrealized +39.8%
TFI SPDR Nuveen BLMBRG Barclays Mun BD ETF 0.0%
Value ($000) $1 Shares 11 Est. Cost $90.91 Unrealized
Alpine Immune Scienc 0.0%
Value ($000) $1 Shares 150 Est. Cost $13.33 Unrealized
Forterra Inc 0.0%
Value ($000) $1 Shares 100 Est. Cost Unrealized
FCX Freeport-Mcmor.CPR.& GD. 0.0%
Value ($000) $1 Shares 41 Est. Cost $17.03 Unrealized 0.0%
A O N PLC F 0.0%
Value ($000) $1 Shares 4 Est. Cost $250.00 Unrealized
Peak Resorts Inc 0.0%
Value ($000) $1 Shares 141 Est. Cost $7.09 Unrealized
IWS iShares Russell 0.0%
Value ($000) $1 Shares 10 Est. Cost $100.00 Unrealized
Cara Therapeutics 0.0%
Value ($000) $1 Shares 60 Est. Cost $16.67 Unrealized
CF CF Industries Holdings 0.0%
Value ($000) $1 Shares 17 Est. Cost $33.41 Unrealized 0.0%
GTLS Chart Industries Inc 0.0%
Value ($000) $1 Shares 15 Est. Cost $35.13 Unrealized +53.1%
CMG Chipotle Mexican GRL 0.0%
Value ($000) $1 Shares 2 Est. Cost $6.74 Unrealized -6.5%
Seagate Technology PLC F 0.0%
Value ($000) $1 Shares 18 Est. Cost $55.56 Unrealized
Direxion Daily Real Est 0.0%
Value ($000) $1 Shares 59 Est. Cost $16.95 Unrealized
BNDX Vanguard Total International Bond ETF 0.0%
Value ($000) $1 Shares 19 Est. Cost $52.63 Unrealized
BSX Boston Scientific 0.0%
Value ($000) $1 Shares 28 Est. Cost $27.18 Unrealized 0.0%
Hess Corporation 0.0%
Value ($000) $1 Shares 13 Est. Cost $76.92 Unrealized
BKR Baker Hughes A G E C Class A 0.0%
Value ($000) $0 Shares 8 Est. Cost $24.51 Unrealized 0.0%
Echelon Corporation 0.0%
Value ($000) $0 Shares 2 Est. Cost 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
SNAP Snap Inc Class A 0.0%
Value ($000) $0 Shares 1 Est. Cost $14.47 Unrealized +12.1%
SWKS Skyworks Solutions Inc Com 0.0%
Value ($000) $0 Shares 1 Est. Cost $86.96 Unrealized 0.0%
Wyndham Worldwide Corp 0.0%
Value ($000) $0 Shares 3 Est. Cost Unrealized
JBGS JBG Smith PPTYS Com 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
Centurylink Inc 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
CBRE Cbre Group Inc Class A 0.0%
Value ($000) $0 Shares 7 Est. Cost $45.55 Unrealized 0.0%
CBOE CBOE Holdings Inc 0.0%
Value ($000) $0 Shares 2 Est. Cost $109.72 Unrealized 0.0%
ANIP Ani Pharmaceuticals 0.0%
Value ($000) $0 Shares 3 Est. Cost $63.47 Unrealized 0.0%
ZION Zions Bancorp 0.0%
Value ($000) $0 Shares 7 Est. Cost $53.82 Unrealized 0.0%
Liberty Expedia Hold Class A 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
FHN First Horizon Natl 0.0%
Value ($000) $0 Shares 1 Est. Cost $14.70 Unrealized 0.0%
Liberty Tripadvisor 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
Liberty Media Corp Series A Liberty Braves 0.0%
Value ($000) $0 Shares 18 Est. Cost Unrealized
Frontier Comm Co 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
G C I Liberty Inc Class A 0.0%
Value ($000) $0 Shares 6 Est. Cost Unrealized
Therapeuticsmd Inc 0.0%
Value ($000) $0 Shares 100 Est. Cost $10.00 Unrealized
LILA Liberty Latin Amer F Class A 0.0%
Value ($000) $0 Shares 18 Est. Cost $20.32 Unrealized 0.0%
Synergy Pharma 0.0%
Value ($000) $0 Shares 100 Est. Cost Unrealized
Insys Therapeutics 0.0%
Value ($000) $0 Shares 57 Est. Cost $17.54 Unrealized
Amber Road Inc 0.0%
Value ($000) $0 Shares 25 Est. Cost Unrealized
PRGO Perrigo Co 0.0%
Value ($000) $0 Shares 3 Est. Cost $87.26 Unrealized 0.0%
ALLE Allegion Public LTD Co F 0.0%
Value ($000) $0 Shares 2 Est. Cost $76.06 Unrealized 0.0%
PNR Pentair PLC 0.0%
Value ($000) $0 Shares 4 Est. Cost $42.33 Unrealized 0.0%
Commercehub Inc Class C 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
Commercehub Inc Class A 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
CMA Comerica Inc 0.0%
Value ($000) $0 Shares 4 Est. Cost $66.87 Unrealized 0.0%
Zynga Inc 0.0%
Value ($000) $0 Shares 20 Est. Cost $2.99 Unrealized
Contravir Pharmaceut 0.0%
Value ($000) $0 Shares 9 Est. Cost Unrealized
Corindus Vascular 0.0%
Value ($000) $0 Shares 200 Est. Cost Unrealized
V T V Therapeutics I Class A 0.0%
Value ($000) $0 Shares 75 Est. Cost Unrealized
Valeant Pharma Intl F 0.0%
Value ($000) $0 Shares 25 Est. Cost Unrealized
Randgold Res LTD ADR F 0.0%
Value ($000) $0 Shares 5 Est. Cost $95.21 Unrealized
MSI Motorola Solutions Inc 0.0%
Value ($000) $0 Shares 2 Est. Cost $91.54 Unrealized 0.0%
Quantum CP DLT & Sto 0.0%
Value ($000) $0 Shares 3 Est. Cost Unrealized
CFG Citizens Finl Group 0.0%
Value ($000) $0 Shares 7 Est. Cost $32.31 Unrealized 0.0%
GPRO Gopro Inc. Com 0.0%
Value ($000) $0 Shares 80 Est. Cost $9.37 Unrealized -38.9%
BB Blackberry LTD F 0.0%
Value ($000) $0 Shares 3 Est. Cost $9.41 Unrealized +35.2%
RCL Royal Caribbean Crui F 0.0%
Value ($000) $0 Shares 4 Est. Cost $117.41 Unrealized 0.0%
BCRX Biocryst Pharmaceutl 0.0%
Value ($000) $0 Shares 87 Est. Cost $5.14 Unrealized 0.0%
NTRS Northern Trust Corp 0.0%
Value ($000) $0 Shares 4 Est. Cost $82.97 Unrealized 0.0%
Adams Res & Energy New 0.0%
Value ($000) $0 Shares 10 Est. Cost Unrealized
Marathon Oil Corp 0.0%
Value ($000) $0 Shares 19 Est. Cost Unrealized
Mallinckrodt Pub F 0.0%
Value ($000) $0 Shares 25 Est. Cost Unrealized
ASIX Advansix Inc Com 0.0%
Value ($000) $0 Shares 10 Est. Cost $16.41 Unrealized +119.4%
IVZ Invesco LTD F 0.0%
Value ($000) $0 Shares 9 Est. Cost $23.62 Unrealized 0.0%
ORLY O Reilly Automotive 0.0%
Value ($000) $0 Shares 2 Est. Cost $16.91 Unrealized 0.0%
Obalon Therapeutics 0.0%
Value ($000) $0 Shares 100 Est. Cost $10.00 Unrealized