NAPLES GLOBAL ADVISORS, LLC Diversified Active

CIK: 0001582151 · Show all filings

Period: Q2 2017 (← Previous) (Next →)

Filing Date: Jul 25, 2017

Total Value ($000): $281,938 (100.0% shares, 0.0% debt)

Holdings (263)

VV Vanguard Large Cap ETF 2.9%
Value ($000) $8,295 Shares 74,718 Est. Cost $86.96 Unrealized
PG Procter & Gamble 2.1%
Value ($000) $5,934 Shares 68,090 Est. Cost $62.27 Unrealized +12.6%
ITOT iShares S&P Total US Stock ETF 2.0%
Value ($000) $5,590 Shares 100,860 Est. Cost $71.10 Unrealized
AAPL Apple Inc 1.8%
Value ($000) $5,201 Shares 36,110 Est. Cost $23.94 Unrealized +43.4%
BA Boeing Co 1.7%
Value ($000) $4,697 Shares 23,754 Est. Cost $111.49 Unrealized +56.9%
MSFT Microsoft Corp 1.6%
Value ($000) $4,481 Shares 65,008 Est. Cost $34.88 Unrealized +78.7%
MDY Spdr S&P Midcap 400 ETF 1.5%
Value ($000) $4,361 Shares 13,731 Est. Cost $245.88 Unrealized
TSM Taiwan Semiconductor 1.3%
Value ($000) $3,585 Shares 102,534 Est. Cost $18.16 Unrealized
IXUS iShares Core MSCI Total Intl E 1.2%
Value ($000) $3,387 Shares 59,047 Est. Cost $51.55 Unrealized
PKG Packaging Corp Of Amer 1.2%
Value ($000) $3,285 Shares 29,491 Est. Cost $47.32 Unrealized +64.9%
Nuveen NY AMT Free Muni CEF 1.1%
Value ($000) $3,094 Shares 235,995 Est. Cost $13.09 Unrealized
GLW Corning Inc 1.1%
Value ($000) $3,041 Shares 101,194 Est. Cost $14.03 Unrealized +62.3%
AMGN Amgen Incorporated 1.0%
Value ($000) $2,905 Shares 16,867 Est. Cost $97.91 Unrealized +28.0%
Eaton Vance Tax-Mgd BW CEF 1.0%
Value ($000) $2,848 Shares 186,753 Est. Cost $14.59 Unrealized
VTI Vanguard Index Fds Vanguard To 1.0%
Value ($000) $2,844 Shares 22,855 Est. Cost $104.94 Unrealized
General Electric Co 1.0%
Value ($000) $2,762 Shares 102,265 Est. Cost $27.68 Unrealized
T AT&T Inc 0.9%
Value ($000) $2,507 Shares 66,438 Est. Cost $11.77 Unrealized +35.3%
MRK Merck & Co Inc 0.9%
Value ($000) $2,492 Shares 38,881 Est. Cost $38.94 Unrealized +19.5%
JNJ Johnson & Johnson 0.9%
Value ($000) $2,491 Shares 18,830 Est. Cost $68.04 Unrealized +47.5%
ACN Accenture Plc ADR 0.9%
Value ($000) $2,483 Shares 20,074 Est. Cost $73.47 Unrealized +45.8%
ADI Analog Devices Inc 0.9%
Value ($000) $2,469 Shares 31,735 Est. Cost $42.61 Unrealized +58.4%
VCSH Vanguard Short Term Corp Bond 0.9%
Value ($000) $2,455 Shares 30,667 Est. Cost $79.89 Unrealized
MMM 3M Company 0.9%
Value ($000) $2,432 Shares 11,684 Est. Cost $79.22 Unrealized +57.4%
Blackrock Inc 0.8%
Value ($000) $2,256 Shares 5,341 Est. Cost $341.02 Unrealized
Broadcom Ltd 0.8%
Value ($000) $2,250 Shares 9,654 Est. Cost $164.62 Unrealized
INTC Intel Corp 0.8%
Value ($000) $2,187 Shares 64,817 Est. Cost $21.29 Unrealized +38.9%
ABBV Abbvie Inc 0.8%
Value ($000) $2,177 Shares 30,022 Est. Cost $33.18 Unrealized +41.5%
IFF Intl Flavors & Fragrances Inc 0.8%
Value ($000) $2,162 Shares 16,014 Est. Cost $73.97 Unrealized +47.3%
LMT Lockheed Martin Corp 0.8%
Value ($000) $2,117 Shares 7,627 Est. Cost $101.06 Unrealized +116.0%
MCD McDonalds Corp 0.7%
Value ($000) $2,074 Shares 13,541 Est. Cost $70.29 Unrealized +67.8%
MCHP Microchip Technology Inc 0.7%
Value ($000) $2,067 Shares 26,788 Est. Cost $16.92 Unrealized +98.2%
SO Southern Co 0.7%
Value ($000) $2,056 Shares 42,936 Est. Cost $26.82 Unrealized +30.9%
Unilever Plc ADR New 0.7%
Value ($000) $2,035 Shares 37,604 Est. Cost $46.98 Unrealized
PM Philip Morris Intl Inc 0.7%
Value ($000) $1,966 Shares 16,738 Est. Cost $52.47 Unrealized +41.6%
Du Pont E I De Nemour & Co 0.7%
Value ($000) $1,957 Shares 24,245 Est. Cost $66.35 Unrealized
PAYX Paychex Inc 0.7%
Value ($000) $1,940 Shares 34,071 Est. Cost $31.63 Unrealized +43.6%
DIS Disney Walt Co 0.7%
Value ($000) $1,931 Shares 18,170 Est. Cost $76.51 Unrealized +33.9%
Medtronic Inc 0.6%
Value ($000) $1,827 Shares 20,589 Est. Cost $66.97 Unrealized
HD Home Depot Inc 0.6%
Value ($000) $1,789 Shares 11,665 Est. Cost $62.06 Unrealized +100.6%
Dupont Fabros Tech REIT 0.6%
Value ($000) $1,780 Shares 29,110 Est. Cost $46.20 Unrealized
VTEB Vanguard Tax-Exempt Bond ETF 0.6%
Value ($000) $1,741 Shares 33,930 Est. Cost $51.49 Unrealized
VFC VF Corp 0.6%
Value ($000) $1,738 Shares 30,180 Est. Cost $54.25 Unrealized -4.9%
HUN Huntsman Corp 0.6%
Value ($000) $1,716 Shares 66,400 Est. Cost $10.33 Unrealized +139.8%
UPS United Parcel Service 0.6%
Value ($000) $1,675 Shares 15,150 Est. Cost $70.95 Unrealized +9.0%
IJH iShares Core S&P Midcap ETF 0.6%
Value ($000) $1,660 Shares 9,543 Est. Cost $151.02 Unrealized
ALB Albemarle Corp 0.6%
Value ($000) $1,660 Shares 15,733 Est. Cost $45.84 Unrealized +111.0%
META Facebook Inc Class A 0.6%
Value ($000) $1,651 Shares 10,937 Est. Cost $97.07 Unrealized +52.1%
MO Altria Group Inc 0.6%
Value ($000) $1,599 Shares 21,478 Est. Cost $18.89 Unrealized +108.0%
OMC Omnicom Group 0.6%
Value ($000) $1,585 Shares 19,114 Est. Cost $51.56 Unrealized +19.1%
USB U.S. Bancorp 0.6%
Value ($000) $1,581 Shares 30,453 Est. Cost $27.89 Unrealized +32.6%
UNH Unitedhealth Group Inc 0.6%
Value ($000) $1,567 Shares 8,451 Est. Cost $133.58 Unrealized +14.3%
TRV Travelers Companies Inc 0.6%
Value ($000) $1,567 Shares 12,383 Est. Cost $73.96 Unrealized +37.7%
Royal Dutch Shell B ADR 0.6%
Value ($000) $1,557 Shares 28,600 Est. Cost $55.26 Unrealized
China Mobile Ltd ADR 0.5%
Value ($000) $1,535 Shares 28,915 Est. Cost $53.98 Unrealized
CCU Compania Cer Unidas ADR 0.5%
Value ($000) $1,515 Shares 57,755 Est. Cost $23.33 Unrealized
LEG Leggett & Platt Inc 0.5%
Value ($000) $1,510 Shares 28,753 Est. Cost $31.61 Unrealized +65.1%
DEO Diageo Plc 0.5%
Value ($000) $1,503 Shares 12,544 Est. Cost $123.25 Unrealized
Praxair Inc 0.5%
Value ($000) $1,494 Shares 11,270 Est. Cost $120.68 Unrealized
PEP Pepsico Inc 0.5%
Value ($000) $1,459 Shares 12,636 Est. Cost $59.29 Unrealized +48.7%
BCE BCE Inc ADR 0.5%
Value ($000) $1,457 Shares 32,355 Est. Cost $22.25 Unrealized +19.6%
CBRL Cracker Barrel Old Ctry 0.5%
Value ($000) $1,451 Shares 8,675 Est. Cost $64.48 Unrealized +74.1%
SAP SAP Ag ADR 0.5%
Value ($000) $1,431 Shares 13,675 Est. Cost $83.21 Unrealized
CSCO Cisco Systems Inc 0.5%
Value ($000) $1,425 Shares 45,535 Est. Cost $17.93 Unrealized +39.8%
AQN Algonquin Pwr Utils Corp 0.5%
Value ($000) $1,425 Shares 135,205 Est. Cost $5.82 Unrealized +12.0%
CSX CSX Corp 0.5%
Value ($000) $1,410 Shares 25,845 Est. Cost $7.66 Unrealized +98.8%
SCHB Schwab US Broad Mkt ETF 0.5%
Value ($000) $1,404 Shares 24,010 Est. Cost $48.78 Unrealized
TAP Molson Coors Brewing Co 0.5%
Value ($000) $1,395 Shares 16,151 Est. Cost $40.28 Unrealized +83.9%
NSC Norfolk Southern Corp 0.5%
Value ($000) $1,376 Shares 11,309 Est. Cost $67.25 Unrealized +46.9%
Select Income REIT 0.5%
Value ($000) $1,344 Shares 55,933 Est. Cost $25.56 Unrealized
NVS Novartis A G Spon ADR 0.5%
Value ($000) $1,326 Shares 15,890 Est. Cost $83.96 Unrealized
Dr Pepper Snapple Group 0.5%
Value ($000) $1,318 Shares 14,461 Est. Cost $64.79 Unrealized
ORCL Oracle Corporation 0.5%
Value ($000) $1,313 Shares 26,182 Est. Cost $32.85 Unrealized +22.1%
Raytheon Company New 0.5%
Value ($000) $1,309 Shares 8,107 Est. Cost $99.23 Unrealized
INFY Infosys Ltd ADR 0.5%
Value ($000) $1,305 Shares 86,865 Est. Cost $25.90 Unrealized
CLX Clorox Company 0.5%
Value ($000) $1,288 Shares 9,665 Est. Cost $64.21 Unrealized +64.1%
AFL AFLAC Inc 0.5%
Value ($000) $1,280 Shares 16,475 Est. Cost $23.91 Unrealized +28.5%
BMO Bank Of Montreal ADR 0.4%
Value ($000) $1,252 Shares 17,052 Est. Cost $42.97 Unrealized +16.2%
LLY Eli Lilly & Co 0.4%
Value ($000) $1,235 Shares 15,007 Est. Cost $40.88 Unrealized +74.4%
EMR Emerson Electric Co 0.4%
Value ($000) $1,219 Shares 20,448 Est. Cost $46.04 Unrealized +4.3%
United Technologies Corp 0.4%
Value ($000) $1,204 Shares 9,856 Est. Cost $113.42 Unrealized
NGG National Grid Plc ADR 0.4%
Value ($000) $1,194 Shares 19,014 Est. Cost $62.80 Unrealized
SON Sonoco Products Co 0.4%
Value ($000) $1,191 Shares 23,166 Est. Cost $27.64 Unrealized +38.9%
SNY Sanofi ADR 0.4%
Value ($000) $1,188 Shares 24,788 Est. Cost $50.13 Unrealized
Glaxosmithkline ADR 0.4%
Value ($000) $1,178 Shares 27,324 Est. Cost $48.72 Unrealized
RIO Rio Tinto Plc Spon ADR 0.4%
Value ($000) $1,165 Shares 27,525 Est. Cost $40.78 Unrealized
Spdr High Yield Bd ETF 0.4%
Value ($000) $1,143 Shares 30,717 Est. Cost $40.54 Unrealized
CM Cdn Imperial Bk Comm 0.4%
Value ($000) $1,116 Shares 13,747 Est. Cost $23.97 Unrealized +11.7%
Cedar Fair LP 0.4%
Value ($000) $1,114 Shares 15,450 Est. Cost $58.75 Unrealized
ARCC Ares Capital Corp 0.4%
Value ($000) $1,108 Shares 67,625 Est. Cost $5.68 Unrealized +30.5%
KMB Kimberly Clark Corp 0.4%
Value ($000) $1,099 Shares 8,511 Est. Cost $68.64 Unrealized +40.2%
CAG ConAgra Brands, Inc. 0.4%
Value ($000) $1,098 Shares 30,708 Est. Cost $16.53 Unrealized +70.2%
CNP Centerpoint Energy Inc 0.4%
Value ($000) $1,097 Shares 40,060 Est. Cost $15.21 Unrealized +41.3%
CNK Cinemark Holdings Inc 0.4%
Value ($000) $1,080 Shares 27,801 Est. Cost $26.68 Unrealized +37.8%
TRN Trinity Industries Inc 0.4%
Value ($000) $1,076 Shares 38,378 Est. Cost $10.18 Unrealized +40.7%
IVOO Vanguard S&P 400 Mid Cap ETF 0.4%
Value ($000) $1,061 Shares 9,035 Est. Cost $94.18 Unrealized
Barclays MLP ETN 0.4%
Value ($000) $1,039 Shares 54,280 Est. Cost $19.13 Unrealized
US Ecology Inc 0.4%
Value ($000) $1,038 Shares 20,550 Est. Cost $37.10 Unrealized
SPY Spdr S&P 500 ETF 0.4%
Value ($000) $1,034 Shares 4,278 Est. Cost $186.59 Unrealized
SJNK Spdr Short Term Hi Yld Bd ETF 0.4%
Value ($000) $1,034 Shares 36,961 Est. Cost $29.32 Unrealized
GIS General Mills Inc 0.4%
Value ($000) $1,007 Shares 18,179 Est. Cost $33.20 Unrealized +26.5%
Hospitality Properties REIT 0.4%
Value ($000) $998 Shares 34,222 Est. Cost $27.71 Unrealized
PFF iShares S&P US Pfd. ETF 0.4%
Value ($000) $995 Shares 25,392 Est. Cost $37.51 Unrealized
F Ford Motor Company 0.4%
Value ($000) $994 Shares 88,825 Est. Cost $7.62 Unrealized -6.9%
Nordstrom Inc 0.3%
Value ($000) $985 Shares 20,598 Est. Cost $58.66 Unrealized
BSV Vanguard Short Bond ETF 0.3%
Value ($000) $957 Shares 11,982 Est. Cost $80.02 Unrealized
AMZN Amazon Com Inc 0.3%
Value ($000) $953 Shares 985 Est. Cost $28.38 Unrealized +68.1%
FNLC First Bancorp Inc Me 0.3%
Value ($000) $952 Shares 35,165 Est. Cost $11.03 Unrealized +58.1%
OXY Occidental Petroleum Corp 0.3%
Value ($000) $951 Shares 15,886 Est. Cost $53.38 Unrealized -9.1%
AVA Avista Corporation 0.3%
Value ($000) $948 Shares 22,325 Est. Cost $17.70 Unrealized +65.0%
AZN Astrazeneca Plc ADR 0.3%
Value ($000) $945 Shares 27,731 Est. Cost $49.13 Unrealized
Macquarie Global Infrastructur 0.3%
Value ($000) $945 Shares 37,860 Est. Cost $23.18 Unrealized
DLR Digital Realty Trust REIT 0.3%
Value ($000) $943 Shares 8,347 Est. Cost $43.36 Unrealized +95.5%
JPM JP Morgan Chase & Co 0.3%
Value ($000) $936 Shares 10,236 Est. Cost $46.20 Unrealized +48.3%
SAFT Safety Insurance Group 0.3%
Value ($000) $934 Shares 13,678 Est. Cost $55.49 Unrealized +23.6%
Reynolds American Inc 0.3%
Value ($000) $928 Shares 14,275 Est. Cost $54.97 Unrealized
HTGC Hercules Capital Inc 0.3%
Value ($000) $922 Shares 69,656 Est. Cost $15.49 Unrealized -10.3%
IWR iShares Russell Mid Cap ETF 0.3%
Value ($000) $920 Shares 4,790 Est. Cost $166.45 Unrealized
BMY Bristol-Myers Squibb Co 0.3%
Value ($000) $912 Shares 16,371 Est. Cost $44.06 Unrealized -9.4%
CB Chubb Ltd 0.3%
Value ($000) $908 Shares 6,247 Est. Cost $96.06 Unrealized +25.8%
LDOS Leidos Holdings Inc 0.3%
Value ($000) $903 Shares 17,460 Est. Cost $45.21 Unrealized +3.3%
KO Coca-Cola Company 0.3%
Value ($000) $896 Shares 19,972 Est. Cost $27.65 Unrealized +21.8%
SHM SPDR Nuveen Short Muni ETF 0.3%
Value ($000) $884 Shares 18,229 Est. Cost $49.07 Unrealized
BTI British American Tobacco ADR 0.3%
Value ($000) $861 Shares 12,560 Est. Cost $86.59 Unrealized
ABEV Ambev Sa ADR 0.3%
Value ($000) $821 Shares 149,585 Est. Cost $6.74 Unrealized
PFE Pfizer Inc 0.3%
Value ($000) $808 Shares 24,052 Est. Cost $17.97 Unrealized +20.2%
EPI Wisdomtree India Earnings ETF 0.3%
Value ($000) $797 Shares 32,500 Est. Cost $24.52 Unrealized
Enviva Partners LP 0.3%
Value ($000) $796 Shares 28,940 Est. Cost $27.05 Unrealized
TEVA Teva Pharm Inds Ltd ADR 0.3%
Value ($000) $793 Shares 23,881 Est. Cost $32.18 Unrealized
SUB iShares Natl AMT Free Muni Bd 0.3%
Value ($000) $777 Shares 7,345 Est. Cost $105.97 Unrealized
LARK Landmark Bancorp Inc 0.3%
Value ($000) $767 Shares 25,553 Est. Cost $14.55 Unrealized +57.8%
O Realty Income Corp REIT 0.3%
Value ($000) $767 Shares 13,900 Est. Cost $22.76 Unrealized +60.9%
BGS B&G Foods Inc 0.3%
Value ($000) $758 Shares 21,290 Est. Cost $15.93 Unrealized +20.2%
ONB Old Natl Bancorp 0.3%
Value ($000) $751 Shares 43,550 Est. Cost $12.04 Unrealized +39.2%
Walgreens Boots Alliance 0.3%
Value ($000) $751 Shares 9,594 Est. Cost $82.01 Unrealized
IVV iShares Core S&P 500 ETF 0.3%
Value ($000) $750 Shares 3,080 Est. Cost $204.85 Unrealized
SCHD Schwab US Div Equity ETF 0.3%
Value ($000) $731 Shares 16,212 Est. Cost $40.50 Unrealized
Siliconware Precision Co 0.3%
Value ($000) $721 Shares 90,415 Est. Cost $7.97 Unrealized
CCEP Coca-Cola European Prtnrs 0.2%
Value ($000) $702 Shares 17,250 Est. Cost $29.28 Unrealized +5.8%
XOM Exxon Mobil Corporation 0.2%
Value ($000) $699 Shares 8,661 Est. Cost $56.79 Unrealized -2.3%
IGSB iShares Barclays 1-3 Year Cr B 0.2%
Value ($000) $688 Shares 6,534 Est. Cost $105.41 Unrealized
BRK/B Berkshire Hathaway B 0.2%
Value ($000) $681 Shares 4,022 Est. Cost $127.28 Unrealized +30.7%
Umpqua Holdings Corp 0.2%
Value ($000) $664 Shares 36,155 Est. Cost $16.66 Unrealized
GOOGL Alphabet Inc. Cl A 0.2%
Value ($000) $654 Shares 703 Est. Cost $36.62 Unrealized +26.8%
Blackstone Group LP 0.2%
Value ($000) $652 Shares 19,558 Est. Cost $34.02 Unrealized
NEE Nextera Energy Inc 0.2%
Value ($000) $646 Shares 4,613 Est. Cost $15.54 Unrealized +77.2%
CVS CVS Caremark Corp 0.2%
Value ($000) $631 Shares 7,845 Est. Cost $60.52 Unrealized -0.3%
GOOG Alphabet Inc. Cl C 0.2%
Value ($000) $627 Shares 690 Est. Cost $35.55 Unrealized +27.8%
Blackrock FL Muni 2020 CEF 0.2%
Value ($000) $616 Shares 40,854 Est. Cost $15.23 Unrealized
WMT Wal-Mart Stores Inc 0.2%
Value ($000) $613 Shares 8,099 Est. Cost $20.29 Unrealized +8.5%
Weingarten Rlty REIT 0.2%
Value ($000) $610 Shares 20,250 Est. Cost $38.96 Unrealized
STWD Starwood Ppty Trust Inc REIT 0.2%
Value ($000) $591 Shares 26,375 Est. Cost $21.99 Unrealized
LAMR Lamar Advertising REIT 0.2%
Value ($000) $588 Shares 7,990 Est. Cost $67.07 Unrealized
EFA iShares MSCI EAFE ETF 0.2%
Value ($000) $588 Shares 9,021 Est. Cost $63.98 Unrealized
VCIT Vanguard Int Term Corp Bond ET 0.2%
Value ($000) $587 Shares 6,710 Est. Cost $88.05 Unrealized
PNW Pinnacle West Capital Cp 0.2%
Value ($000) $585 Shares 6,875 Est. Cost $35.52 Unrealized +71.8%
MTS Systems Corp 0.2%
Value ($000) $581 Shares 11,222 Est. Cost $70.22 Unrealized
VB Vanguard Small Cap 0.2%
Value ($000) $576 Shares 4,249 Est. Cost $112.50 Unrealized
Pacific Continental Corp 0.2%
Value ($000) $570 Shares 22,317 Est. Cost $13.36 Unrealized
CCI Crown Castle Intl Corp 0.2%
Value ($000) $567 Shares 5,655 Est. Cost $59.96 Unrealized +14.1%
Westar Energy Inc 0.2%
Value ($000) $563 Shares 10,610 Est. Cost $33.04 Unrealized
Te Connectivity Ltd 0.2%
Value ($000) $553 Shares 7,032 Est. Cost $56.23 Unrealized
BHB Bar Harbor Bankshares 0.2%
Value ($000) $546 Shares 17,705 Est. Cost $14.69 Unrealized +48.6%
OLP One Liberty Properties REIT 0.2%
Value ($000) $540 Shares 23,037 Est. Cost $24.15 Unrealized
DUK Duke Energy Corp New 0.2%
Value ($000) $539 Shares 6,446 Est. Cost $52.67 Unrealized +12.2%
TXN Texas Instruments Inc 0.2%
Value ($000) $537 Shares 6,975 Est. Cost $63.16 Unrealized 0.0%
XLF Spdr Financial ETF 0.2%
Value ($000) $536 Shares 21,747 Est. Cost $24.13 Unrealized
ADC Agree Realty Corp 0.2%
Value ($000) $535 Shares 11,661 Est. Cost $29.99 Unrealized
Powershares Emg Mkts Sov Dbt E 0.2%
Value ($000) $527 Shares 18,006 Est. Cost $28.32 Unrealized
Spectra Energy Partners LP 0.2%
Value ($000) $524 Shares 12,225 Est. Cost $43.58 Unrealized
ACWI iShares MSCI ACWI ETF 0.2%
Value ($000) $516 Shares 7,880 Est. Cost $57.76 Unrealized
IWM iShares Russell 2k ETF 0.2%
Value ($000) $509 Shares 3,609 Est. Cost $115.71 Unrealized
OEF iShares S&P 100 ETF 0.2%
Value ($000) $508 Shares 4,750 Est. Cost $82.98 Unrealized
GBCI Glacier Bancorp Inc 0.2%
Value ($000) $506 Shares 13,830 Est. Cost $19.18 Unrealized +35.3%
GNTX Gentex Corp 0.2%
Value ($000) $502 Shares 26,440 Est. Cost $16.24 Unrealized +20.0%
OHI Omega Healthcare Investors REI 0.2%
Value ($000) $499 Shares 15,102 Est. Cost $32.74 Unrealized
ORI Old Republic Intl Corp 0.2%
Value ($000) $498 Shares 25,500 Est. Cost $9.21 Unrealized +9.4%
VWO Vanguard FTSE EM ETF 0.2%
Value ($000) $493 Shares 12,083 Est. Cost $40.62 Unrealized
IJR iShares Core S&P Small Cap ETF 0.2%
Value ($000) $491 Shares 7,005 Est. Cost $92.61 Unrealized
KHC Kraft Heinz Co. 0.2%
Value ($000) $484 Shares 5,654 Est. Cost $48.55 Unrealized +25.1%
VTR Ventas Inc REIT 0.2%
Value ($000) $473 Shares 6,805 Est. Cost $41.68 Unrealized +10.4%
TECH Bio-Techne Corp 0.2%
Value ($000) $470 Shares 4,000 Est. Cost $25.95 Unrealized +0.5%
SCHE Schwab Emg Mkts Equity ETF 0.2%
Value ($000) $467 Shares 18,780 Est. Cost $23.32 Unrealized
Salisbury Bancorp Inc 0.2%
Value ($000) $445 Shares 10,836 Est. Cost $29.80 Unrealized
ASR Grupo Aeroportuario Sureste 0.2%
Value ($000) $441 Shares 2,095 Est. Cost $131.74 Unrealized
First Tr Aberdeen Global Incom 0.2%
Value ($000) $436 Shares 37,465 Est. Cost $11.48 Unrealized
Buckeye Partners LP 0.2%
Value ($000) $432 Shares 6,750 Est. Cost $70.76 Unrealized
ICE Intercontinental Exchange 0.2%
Value ($000) $431 Shares 6,535 Est. Cost $46.16 Unrealized +19.0%
OMAB Grupo Aeroportuario Del Centro 0.2%
Value ($000) $430 Shares 8,925 Est. Cost $45.41 Unrealized
SCHF Schwab Intl Equity ETF 0.2%
Value ($000) $427 Shares 13,425 Est. Cost $29.48 Unrealized
TGT Target Corporation 0.1%
Value ($000) $420 Shares 8,030 Est. Cost $42.82 Unrealized -0.6%
CHD Church & Dwight Co Inc 0.1%
Value ($000) $418 Shares 8,050 Est. Cost $36.14 Unrealized +26.7%
Guangshen Railway ADR 0.1%
Value ($000) $418 Shares 16,795 Est. Cost $22.79 Unrealized
CVX Chevron Corp 0.1%
Value ($000) $417 Shares 3,995 Est. Cost $71.97 Unrealized +1.7%
Cone Midstream Partners LP 0.1%
Value ($000) $402 Shares 21,225 Est. Cost $23.13 Unrealized
Eaton Vance Sht Dur Incm CEF 0.1%
Value ($000) $398 Shares 28,355 Est. Cost $15.22 Unrealized
UVSP Univest Corp 0.1%
Value ($000) $395 Shares 13,205 Est. Cost $22.30 Unrealized +28.6%
COLB Columbia Banking System Inc. 0.1%
Value ($000) $393 Shares 9,855 Est. Cost $19.67 Unrealized +36.4%
IEMG iShares MSCI Core Emrg Mkt ETF 0.1%
Value ($000) $391 Shares 7,819 Est. Cost $48.54 Unrealized
NHI National Health Invs REIT 0.1%
Value ($000) $387 Shares 4,885 Est. Cost $56.17 Unrealized
AGG iShares Aggregate Bond ETF 0.1%
Value ($000) $383 Shares 3,496 Est. Cost $110.85 Unrealized
Nuveen NC Muni CEF 0.1%
Value ($000) $382 Shares 28,650 Est. Cost $14.47 Unrealized
DGRO iShares Core DVD Gwth ETF 0.1%
Value ($000) $371 Shares 11,854 Est. Cost $30.45 Unrealized
EBMT Eagle Bancorp Montana Inc 0.1%
Value ($000) $365 Shares 20,150 Est. Cost $10.85 Unrealized +35.6%
Unilever Nv 0.1%
Value ($000) $361 Shares 6,525 Est. Cost $40.21 Unrealized
COP Conocophillips 0.1%
Value ($000) $361 Shares 8,223 Est. Cost $48.42 Unrealized -26.7%
SPSB Spdr Barclays 1-3 Year Corp Bd 0.1%
Value ($000) $357 Shares 11,642 Est. Cost $30.53 Unrealized
MATV Schweitzer-Mauduit Intl Inc 0.1%
Value ($000) $354 Shares 9,505 Est. Cost $25.97 Unrealized 0.0%
ADP Automatic Data Processing Inc 0.1%
Value ($000) $354 Shares 3,457 Est. Cost $52.79 Unrealized +59.6%
KNOP Knot Offshore Partners LP 0.1%
Value ($000) $351 Shares 15,275 Est. Cost $11.13 Unrealized +2.9%
CME CME Group Inc Cl A 0.1%
Value ($000) $348 Shares 2,775 Est. Cost $49.88 Unrealized +75.5%
MPLX MPLX LP 0.1%
Value ($000) $344 Shares 10,300 Est. Cost $33.96 Unrealized
FDM First Dow Jones Micro Cap ETF 0.1%
Value ($000) $344 Shares 7,810 Est. Cost $32.59 Unrealized
SMB VanEck Vectors AMT-Free S/T Mu 0.1%
Value ($000) $342 Shares 19,560 Est. Cost $17.73 Unrealized
BXMT Blackstone Mtg Trust 0.1%
Value ($000) $342 Shares 10,837 Est. Cost $31.22 Unrealized
CMP Compass Minerals Intl Inc 0.1%
Value ($000) $341 Shares 5,220 Est. Cost $51.48 Unrealized 0.0%
DGICA Donegal Group Inc Cl A 0.1%
Value ($000) $339 Shares 21,300 Est. Cost $11.50 Unrealized -2.5%
Transmontaigne Ptnrs LP 0.1%
Value ($000) $337 Shares 8,025 Est. Cost $44.34 Unrealized
LW Lamb Weston Hldgs Inc 0.1%
Value ($000) $335 Shares 7,602 Est. Cost $29.75 Unrealized +29.9%
Magellan Midstream Ptnrs 0.1%
Value ($000) $333 Shares 4,675 Est. Cost $64.00 Unrealized
MPT Medical Properties Trust REIT 0.1%
Value ($000) $330 Shares 25,605 Est. Cost $13.11 Unrealized
BIIB Biogen Idec Inc 0.1%
Value ($000) $326 Shares 1,200 Est. Cost $296.18 Unrealized -10.7%
Guggenheim Bulletshares 2019 H 0.1%
Value ($000) $324 Shares 13,150 Est. Cost $24.49 Unrealized
Validus Holdings Ltd 0.1%
Value ($000) $321 Shares 6,175 Est. Cost $42.10 Unrealized
VGT Vanguard Info Tech ETF 0.1%
Value ($000) $320 Shares 2,275 Est. Cost $140.66 Unrealized
DG Dollar General Corp 0.1%
Value ($000) $315 Shares 4,370 Est. Cost $59.54 Unrealized +8.2%
IWS iShares Russel MidCap Value ET 0.1%
Value ($000) $314 Shares 3,730 Est. Cost $75.34 Unrealized
Neenah Paper Inc 0.1%
Value ($000) $309 Shares 3,845 Est. Cost $43.09 Unrealized
SBUX Starbucks Corp 0.1%
Value ($000) $303 Shares 5,195 Est. Cost $47.31 Unrealized +6.1%
L-3 Technologies Inc 0.1%
Value ($000) $299 Shares 1,790 Est. Cost $109.22 Unrealized
VIG Vanguard Div Appreciation ETF 0.1%
Value ($000) $298 Shares 3,215 Est. Cost $78.12 Unrealized
Midsouth Bancorp Inc 0.1%
Value ($000) $288 Shares 24,550 Est. Cost $13.37 Unrealized
VOO Vanguard S&P 500 ETF 0.1%
Value ($000) $286 Shares 1,290 Est. Cost $188.63 Unrealized
Kellogg Company 0.1%
Value ($000) $286 Shares 4,119 Est. Cost $38.28 Unrealized +28.4%
UNP Union Pacific Corp 0.1%
Value ($000) $281 Shares 2,582 Est. Cost $73.12 Unrealized +23.2%
CNS Cohen & Steers Inc 0.1%
Value ($000) $279 Shares 6,870 Est. Cost $23.99 Unrealized +10.5%
Total Adr 0.1%
Value ($000) $276 Shares 5,562 Est. Cost $63.57 Unrealized
MNST Monster Beverage Corp 0.1%
Value ($000) $268 Shares 5,400 Est. Cost $22.69 Unrealized +6.2%
American Natl Bankshares 0.1%
Value ($000) $263 Shares 7,105 Est. Cost $21.87 Unrealized
IGIB iShares Interm Credit Bond ETF 0.1%
Value ($000) $261 Shares 2,380 Est. Cost $109.22 Unrealized
BCH Banco De Chile ADR 0.1%
Value ($000) $257 Shares 3,295 Est. Cost $70.72 Unrealized
Credit Suisse Group ADR 0.1%
Value ($000) $256 Shares 17,500 Est. Cost $14.82 Unrealized
Guggenheim Bulletshares 2018 H 0.1%
Value ($000) $254 Shares 10,010 Est. Cost $25.34 Unrealized
EEMV iShares MSCI EM Min Vol ETF 0.1%
Value ($000) $250 Shares 4,504 Est. Cost $57.08 Unrealized
Celgene Corp 0.1%
Value ($000) $247 Shares 1,904 Est. Cost $100.00 Unrealized
MCO Moodys Corp 0.1%
Value ($000) $243 Shares 1,995 Est. Cost $98.85 Unrealized +9.5%
IWD iShares Tr Russell 1000 Value 0.1%
Value ($000) $232 Shares 1,994 Est. Cost $105.82 Unrealized
Mackinac Financial 0.1%
Value ($000) $230 Shares 16,450 Est. Cost $13.84 Unrealized
VXUS Vanguard Total Intl Stock 0.1%
Value ($000) $229 Shares 4,400 Est. Cost $47.27 Unrealized
SHYD Vectors Short High Yield Muni 0.1%
Value ($000) $227 Shares 9,360 Est. Cost $24.25 Unrealized
FAST Fastenal Co 0.1%
Value ($000) $226 Shares 5,185 Est. Cost $8.07 Unrealized +11.1%
Vector Group Ltd 0.1%
Value ($000) $224 Shares 10,500 Est. Cost $22.36 Unrealized
Urstadt Biddle Properties REIT 0.1%
Value ($000) $221 Shares 11,175 Est. Cost $23.93 Unrealized
Senior Housing Pptys Tr 0.1%
Value ($000) $216 Shares 10,575 Est. Cost $17.93 Unrealized
DGS Wisdomtree Emg Mkts SmCp Div E 0.1%
Value ($000) $215 Shares 4,690 Est. Cost $44.90 Unrealized
SCHZ Schwab US Agg Bd ETF 0.1%
Value ($000) $213 Shares 4,085 Est. Cost $53.72 Unrealized
Guggenheim Bulletshares 2020 C 0.1%
Value ($000) $210 Shares 9,765 Est. Cost $21.38 Unrealized
CTBI Community Tr Bancorp Inc 0.1%
Value ($000) $207 Shares 4,732 Est. Cost $28.99 Unrealized +8.6%
USMV iShares MSCI US Min Vol ETF 0.1%
Value ($000) $207 Shares 4,230 Est. Cost $47.81 Unrealized
TJX TJX Cos Inc 0.1%
Value ($000) $205 Shares 2,847 Est. Cost $31.80 Unrealized +5.0%
EV Tax-Mgd Gbl Div Incm CEF 0.1%
Value ($000) $190 Shares 20,692 Est. Cost $8.53 Unrealized
Eaton Vance MI Muni CEF 0.1%
Value ($000) $170 Shares 12,600 Est. Cost $13.02 Unrealized
Nuveen MD Muni CEF 0.1%
Value ($000) $168 Shares 12,975 Est. Cost $12.72 Unrealized
Invesco CA Muni CEF 0.0%
Value ($000) $129 Shares 10,200 Est. Cost $12.35 Unrealized