NAPLES GLOBAL ADVISORS, LLC Diversified Active

CIK: 0001582151 · Show all filings

Period: Q3 2017 (← Previous) (Next →)

Filing Date: Oct 16, 2017

Total Value ($000): $299,556 (100.0% shares, 0.0% debt)

Holdings (269)

VV Vanguard Large Cap ETF 2.9%
Value ($000) $8,640 Shares 74,868 Est. Cost $86.96 Unrealized
PG Procter & Gamble 2.1%
Value ($000) $6,195 Shares 68,090 Est. Cost $62.27 Unrealized +17.3%
BA Boeing Co 2.0%
Value ($000) $6,034 Shares 23,735 Est. Cost $111.49 Unrealized +97.7%
ITOT iShares S&P Total US Stock ETF 1.9%
Value ($000) $5,795 Shares 100,560 Est. Cost $71.10 Unrealized
AAPL Apple Inc 1.9%
Value ($000) $5,650 Shares 36,658 Est. Cost $24.12 Unrealized +49.9%
MSFT Microsoft Corp 1.6%
Value ($000) $4,865 Shares 65,309 Est. Cost $34.88 Unrealized +91.2%
MDY Spdr S&P Midcap 400 ETF 1.5%
Value ($000) $4,367 Shares 13,381 Est. Cost $245.88 Unrealized
TSM Taiwan Semiconductor 1.3%
Value ($000) $3,849 Shares 102,509 Est. Cost $18.16 Unrealized
IXUS iShares Core MSCI Total Intl E 1.2%
Value ($000) $3,656 Shares 59,952 Est. Cost $51.69 Unrealized
PKG Packaging Corp Of Amer 1.1%
Value ($000) $3,368 Shares 29,366 Est. Cost $47.32 Unrealized +84.3%
AMGN Amgen Incorporated 1.1%
Value ($000) $3,207 Shares 17,198 Est. Cost $98.67 Unrealized +39.4%
Nuveen NY AMT Free Muni CEF 1.0%
Value ($000) $3,120 Shares 236,395 Est. Cost $13.09 Unrealized
GLW Corning Inc 1.0%
Value ($000) $3,037 Shares 101,494 Est. Cost $14.03 Unrealized +68.1%
VTI Vanguard Index Fds Vanguard To 1.0%
Value ($000) $2,960 Shares 22,855 Est. Cost $104.94 Unrealized
Eaton Vance Tax-Mgd BW CEF 1.0%
Value ($000) $2,876 Shares 187,753 Est. Cost $14.59 Unrealized
DLR Digital Realty Trust REIT 1.0%
Value ($000) $2,862 Shares 24,190 Est. Cost $71.47 Unrealized +20.7%
ABBV Abbvie Inc 0.9%
Value ($000) $2,753 Shares 30,979 Est. Cost $33.81 Unrealized +58.7%
ADI Analog Devices Inc 0.9%
Value ($000) $2,735 Shares 31,735 Est. Cost $42.61 Unrealized +61.7%
ACN Accenture Plc ADR 0.9%
Value ($000) $2,722 Shares 20,149 Est. Cost $73.47 Unrealized +56.1%
T AT&T Inc 0.9%
Value ($000) $2,680 Shares 68,418 Est. Cost $11.88 Unrealized +31.4%
MRK Merck & Co Inc 0.9%
Value ($000) $2,590 Shares 40,453 Est. Cost $39.24 Unrealized +19.0%
VCSH Vanguard Short Term Corp Bond 0.8%
Value ($000) $2,498 Shares 31,172 Est. Cost $79.89 Unrealized
INTC Intel Corp 0.8%
Value ($000) $2,495 Shares 65,521 Est. Cost $21.38 Unrealized +38.4%
JNJ Johnson & Johnson 0.8%
Value ($000) $2,488 Shares 19,139 Est. Cost $68.63 Unrealized +52.9%
MMM 3M Company 0.8%
Value ($000) $2,472 Shares 11,778 Est. Cost $79.22 Unrealized +63.9%
MCHP Microchip Technology Inc 0.8%
Value ($000) $2,455 Shares 27,348 Est. Cost $17.31 Unrealized +107.5%
General Electric Co 0.8%
Value ($000) $2,452 Shares 101,400 Est. Cost $27.68 Unrealized
Blackrock Inc 0.8%
Value ($000) $2,415 Shares 5,402 Est. Cost $342.22 Unrealized
LMT Lockheed Martin Corp 0.8%
Value ($000) $2,399 Shares 7,730 Est. Cost $102.89 Unrealized +131.9%
Broadcom Ltd 0.8%
Value ($000) $2,372 Shares 9,780 Est. Cost $165.62 Unrealized
Dowdupont Inc 0.8%
Value ($000) $2,274 Shares 32,847 Est. Cost $69.23 Unrealized
IFF Intl Flavors & Fragrances Inc 0.8%
Value ($000) $2,260 Shares 15,814 Est. Cost $73.97 Unrealized +49.7%
MCD McDonalds Corp 0.7%
Value ($000) $2,182 Shares 13,928 Est. Cost $71.91 Unrealized +78.9%
Unilever Plc ADR New 0.7%
Value ($000) $2,180 Shares 37,604 Est. Cost $46.98 Unrealized
SO Southern Co 0.7%
Value ($000) $2,152 Shares 43,786 Est. Cost $26.96 Unrealized +27.2%
PAYX Paychex Inc 0.7%
Value ($000) $2,146 Shares 35,789 Est. Cost $32.26 Unrealized +38.2%
ALB Albemarle Corp 0.7%
Value ($000) $2,124 Shares 15,583 Est. Cost $45.84 Unrealized +131.3%
HD Home Depot Inc 0.7%
Value ($000) $1,986 Shares 12,142 Est. Cost $64.54 Unrealized +93.9%
PM Philip Morris Intl Inc 0.6%
Value ($000) $1,944 Shares 17,516 Est. Cost $53.48 Unrealized +40.7%
VFC VF Corp 0.6%
Value ($000) $1,897 Shares 29,840 Est. Cost $54.25 Unrealized +6.4%
DIS Disney Walt Co 0.6%
Value ($000) $1,871 Shares 18,984 Est. Cost $77.39 Unrealized +25.3%
META Facebook Inc Class A 0.6%
Value ($000) $1,870 Shares 10,943 Est. Cost $97.07 Unrealized +70.7%
UPS United Parcel Service 0.6%
Value ($000) $1,838 Shares 15,301 Est. Cost $70.95 Unrealized +16.8%
HUN Huntsman Corp 0.6%
Value ($000) $1,821 Shares 66,400 Est. Cost $10.33 Unrealized +158.0%
Royal Dutch Shell B ADR 0.6%
Value ($000) $1,803 Shares 28,825 Est. Cost $55.26 Unrealized
IJH iShares Core S&P Midcap ETF 0.6%
Value ($000) $1,777 Shares 9,933 Est. Cost $152.12 Unrealized
VTEB Vanguard Tax-Exempt Bond ETF 0.6%
Value ($000) $1,753 Shares 33,930 Est. Cost $51.49 Unrealized
Medtronic Inc 0.6%
Value ($000) $1,698 Shares 21,836 Est. Cost $67.58 Unrealized
UNH Unitedhealth Group Inc 0.6%
Value ($000) $1,694 Shares 8,651 Est. Cost $134.40 Unrealized +25.7%
DEO Diageo Plc 0.6%
Value ($000) $1,657 Shares 12,544 Est. Cost $123.25 Unrealized
USB U.S. Bancorp 0.5%
Value ($000) $1,637 Shares 30,538 Est. Cost $27.89 Unrealized +35.4%
CSCO Cisco Systems Inc 0.5%
Value ($000) $1,583 Shares 47,083 Est. Cost $18.15 Unrealized +36.2%
Praxair Inc 0.5%
Value ($000) $1,575 Shares 11,270 Est. Cost $120.68 Unrealized
CCU Compania Cer Unidas ADR 0.5%
Value ($000) $1,551 Shares 57,580 Est. Cost $23.33 Unrealized
BCE BCE Inc ADR 0.5%
Value ($000) $1,524 Shares 32,550 Est. Cost $22.25 Unrealized +25.7%
TRV Travelers Companies Inc 0.5%
Value ($000) $1,508 Shares 12,308 Est. Cost $73.96 Unrealized +40.6%
China Mobile Ltd ADR 0.5%
Value ($000) $1,505 Shares 29,765 Est. Cost $53.88 Unrealized
AVA Avista Corporation 0.5%
Value ($000) $1,500 Shares 28,975 Est. Cost $21.73 Unrealized +62.2%
Raytheon Company New 0.5%
Value ($000) $1,499 Shares 8,032 Est. Cost $99.23 Unrealized
SAP SAP Ag ADR 0.5%
Value ($000) $1,499 Shares 13,675 Est. Cost $83.21 Unrealized
SCHB Schwab US Broad Mkt ETF 0.5%
Value ($000) $1,487 Shares 24,410 Est. Cost $48.98 Unrealized
NSC Norfolk Southern Corp 0.5%
Value ($000) $1,487 Shares 11,244 Est. Cost $67.25 Unrealized +52.7%
OMC Omnicom Group 0.5%
Value ($000) $1,471 Shares 19,864 Est. Cost $51.77 Unrealized +10.3%
NVS Novartis A G Spon ADR 0.5%
Value ($000) $1,463 Shares 17,040 Est. Cost $84.09 Unrealized
PEP Pepsico Inc 0.5%
Value ($000) $1,461 Shares 13,113 Est. Cost $60.38 Unrealized +48.1%
AQN Algonquin Pwr Utils Corp 0.5%
Value ($000) $1,435 Shares 135,805 Est. Cost $5.82 Unrealized +20.0%
CSX CSX Corp 0.5%
Value ($000) $1,402 Shares 25,845 Est. Cost $7.66 Unrealized +99.9%
MO Altria Group Inc 0.5%
Value ($000) $1,390 Shares 21,913 Est. Cost $19.24 Unrealized +87.6%
LEG Leggett & Platt Inc 0.5%
Value ($000) $1,373 Shares 28,763 Est. Cost $31.61 Unrealized +52.9%
Select Income REIT 0.5%
Value ($000) $1,363 Shares 58,183 Est. Cost $25.47 Unrealized
ORCL Oracle Corporation 0.5%
Value ($000) $1,363 Shares 28,183 Est. Cost $33.64 Unrealized +30.6%
RIO Rio Tinto Plc Spon ADR 0.5%
Value ($000) $1,362 Shares 28,865 Est. Cost $41.08 Unrealized
CBRL Cracker Barrel Old Ctry 0.4%
Value ($000) $1,347 Shares 8,885 Est. Cost $65.52 Unrealized +65.2%
INFY Infosys Ltd ADR 0.4%
Value ($000) $1,336 Shares 91,565 Est. Cost $25.32 Unrealized
AFL AFLAC Inc 0.4%
Value ($000) $1,333 Shares 16,375 Est. Cost $23.91 Unrealized +38.5%
TAP Molson Coors Brewing Co 0.4%
Value ($000) $1,294 Shares 15,851 Est. Cost $40.28 Unrealized +75.3%
BMO Bank Of Montreal ADR 0.4%
Value ($000) $1,291 Shares 17,052 Est. Cost $42.97 Unrealized +23.5%
EMR Emerson Electric Co 0.4%
Value ($000) $1,283 Shares 20,423 Est. Cost $46.04 Unrealized +6.9%
LLY Eli Lilly & Co 0.4%
Value ($000) $1,280 Shares 14,967 Est. Cost $40.88 Unrealized +76.4%
SNY Sanofi ADR 0.4%
Value ($000) $1,279 Shares 25,688 Est. Cost $50.12 Unrealized
CLX Clorox Company 0.4%
Value ($000) $1,275 Shares 9,665 Est. Cost $64.21 Unrealized +64.4%
Dr Pepper Snapple Group 0.4%
Value ($000) $1,271 Shares 14,361 Est. Cost $64.79 Unrealized
BTI British American Tobacco ADR 0.4%
Value ($000) $1,250 Shares 20,009 Est. Cost $77.61 Unrealized
CM Cdn Imperial Bk Comm 0.4%
Value ($000) $1,240 Shares 14,167 Est. Cost $24.11 Unrealized +19.1%
United Technologies Corp 0.4%
Value ($000) $1,220 Shares 10,506 Est. Cost $113.58 Unrealized
TRN Trinity Industries Inc 0.4%
Value ($000) $1,214 Shares 38,060 Est. Cost $10.18 Unrealized +51.9%
SON Sonoco Products Co 0.4%
Value ($000) $1,213 Shares 24,041 Est. Cost $27.99 Unrealized +32.4%
CNP Centerpoint Energy Inc 0.4%
Value ($000) $1,199 Shares 41,060 Est. Cost $15.38 Unrealized +45.1%
NGG National Grid Plc ADR 0.4%
Value ($000) $1,198 Shares 19,100 Est. Cost $62.80 Unrealized
ARCC Ares Capital Corp 0.4%
Value ($000) $1,139 Shares 69,500 Est. Cost $5.72 Unrealized +27.3%
Spdr High Yield Bd ETF 0.4%
Value ($000) $1,137 Shares 30,467 Est. Cost $40.54 Unrealized
Glaxosmithkline ADR 0.4%
Value ($000) $1,131 Shares 27,849 Est. Cost $48.57 Unrealized
F Ford Motor Company 0.4%
Value ($000) $1,107 Shares 92,450 Est. Cost $7.60 Unrealized -4.6%
LDOS Leidos Holdings Inc 0.4%
Value ($000) $1,105 Shares 18,660 Est. Cost $45.46 Unrealized +8.0%
US Ecology Inc 0.4%
Value ($000) $1,092 Shares 20,300 Est. Cost $37.10 Unrealized
IVOO Vanguard S&P 400 Mid Cap ETF 0.4%
Value ($000) $1,092 Shares 9,035 Est. Cost $94.18 Unrealized
FNLC First Bancorp Inc Me 0.4%
Value ($000) $1,066 Shares 35,165 Est. Cost $11.03 Unrealized +61.6%
Hospitality Properties REIT 0.4%
Value ($000) $1,065 Shares 37,397 Est. Cost $27.78 Unrealized
SAFT Safety Insurance Group 0.4%
Value ($000) $1,060 Shares 13,898 Est. Cost $55.74 Unrealized +27.7%
BMY Bristol-Myers Squibb Co 0.4%
Value ($000) $1,059 Shares 16,619 Est. Cost $44.04 Unrealized -2.1%
KMB Kimberly Clark Corp 0.4%
Value ($000) $1,053 Shares 8,946 Est. Cost $69.72 Unrealized +30.5%
JPM JP Morgan Chase & Co 0.3%
Value ($000) $1,047 Shares 10,958 Est. Cost $48.01 Unrealized +53.4%
SPY Spdr S&P 500 ETF 0.3%
Value ($000) $1,043 Shares 4,151 Est. Cost $186.59 Unrealized
CAG ConAgra Brands, Inc. 0.3%
Value ($000) $1,033 Shares 30,608 Est. Cost $16.53 Unrealized +50.1%
SJNK Spdr Short Term Hi Yld Bd ETF 0.3%
Value ($000) $1,031 Shares 36,861 Est. Cost $29.32 Unrealized
OXY Occidental Petroleum Corp 0.3%
Value ($000) $1,020 Shares 15,886 Est. Cost $53.38 Unrealized -8.5%
CNK Cinemark Holdings Inc 0.3%
Value ($000) $1,008 Shares 27,851 Est. Cost $26.68 Unrealized +21.6%
PFF iShares S&P US Pfd. ETF 0.3%
Value ($000) $1,004 Shares 25,867 Est. Cost $37.54 Unrealized
Macquarie Global Infrastructur 0.3%
Value ($000) $997 Shares 37,960 Est. Cost $23.18 Unrealized
Global X Mlp Etf 0.3%
Value ($000) $994 Shares 96,595 Est. Cost $10.29 Unrealized
Cedar Fair LP 0.3%
Value ($000) $991 Shares 15,450 Est. Cost $58.75 Unrealized
Nordstrom Inc 0.3%
Value ($000) $990 Shares 21,000 Est. Cost $58.44 Unrealized
GIS General Mills Inc 0.3%
Value ($000) $989 Shares 19,101 Est. Cost $33.56 Unrealized +21.3%
ABEV Ambev Sa ADR 0.3%
Value ($000) $986 Shares 149,585 Est. Cost $6.74 Unrealized
AZN Astrazeneca Plc ADR 0.3%
Value ($000) $962 Shares 28,381 Est. Cost $48.78 Unrealized
IX Orix Corporation 0.3%
Value ($000) $944 Shares 11,660 Est. Cost $80.96 Unrealized
IWR iShares Russell Mid Cap ETF 0.3%
Value ($000) $933 Shares 4,730 Est. Cost $166.45 Unrealized
BSV Vanguard Short Bond ETF 0.3%
Value ($000) $931 Shares 11,670 Est. Cost $80.02 Unrealized
KO Coca-Cola Company 0.3%
Value ($000) $917 Shares 20,372 Est. Cost $27.80 Unrealized +25.7%
PFE Pfizer Inc 0.3%
Value ($000) $907 Shares 25,418 Est. Cost $18.20 Unrealized +22.2%
HTGC Hercules Capital Inc 0.3%
Value ($000) $899 Shares 69,656 Est. Cost $15.49 Unrealized -17.2%
CB Chubb Ltd 0.3%
Value ($000) $891 Shares 6,247 Est. Cost $96.06 Unrealized +30.0%
SHM SPDR Nuveen Short Muni ETF 0.3%
Value ($000) $886 Shares 18,229 Est. Cost $49.07 Unrealized
Enviva Partners LP 0.3%
Value ($000) $870 Shares 29,440 Est. Cost $27.10 Unrealized
AMZN Amazon Com Inc 0.3%
Value ($000) $869 Shares 904 Est. Cost $28.38 Unrealized +73.1%
EPI Wisdomtree India Earnings ETF 0.3%
Value ($000) $855 Shares 33,975 Est. Cost $24.55 Unrealized
EFA iShares MSCI EAFE ETF 0.3%
Value ($000) $838 Shares 12,236 Est. Cost $65.16 Unrealized
SCHD Schwab US Div Equity ETF 0.3%
Value ($000) $802 Shares 17,127 Est. Cost $40.84 Unrealized
O Realty Income Corp REIT 0.3%
Value ($000) $798 Shares 13,960 Est. Cost $22.76 Unrealized +63.3%
ONB Old Natl Bancorp 0.3%
Value ($000) $797 Shares 43,550 Est. Cost $12.04 Unrealized +38.9%
IVV iShares Core S&P 500 ETF 0.3%
Value ($000) $779 Shares 3,080 Est. Cost $204.85 Unrealized
SUB iShares Natl AMT Free Muni Bd 0.3%
Value ($000) $778 Shares 7,345 Est. Cost $105.97 Unrealized
XOM Exxon Mobil Corporation 0.3%
Value ($000) $756 Shares 9,220 Est. Cost $56.64 Unrealized -4.1%
Blackstone Group LP 0.2%
Value ($000) $744 Shares 22,308 Est. Cost $33.93 Unrealized
Walgreens Boots Alliance 0.2%
Value ($000) $741 Shares 9,594 Est. Cost $82.01 Unrealized
BRK/B Berkshire Hathaway B 0.2%
Value ($000) $737 Shares 4,022 Est. Cost $127.28 Unrealized +38.9%
NEE Nextera Energy Inc 0.2%
Value ($000) $722 Shares 4,927 Est. Cost $16.45 Unrealized +80.7%
CCEP Coca-Cola European Prtnrs 0.2%
Value ($000) $718 Shares 17,250 Est. Cost $29.28 Unrealized +13.9%
Siliconware Precision Co 0.2%
Value ($000) $713 Shares 90,415 Est. Cost $7.97 Unrealized
LARK Landmark Bancorp Inc 0.2%
Value ($000) $710 Shares 25,149 Est. Cost $14.55 Unrealized +49.6%
Umpqua Holdings Corp 0.2%
Value ($000) $705 Shares 36,155 Est. Cost $16.66 Unrealized
BGS B&G Foods Inc 0.2%
Value ($000) $704 Shares 22,090 Est. Cost $15.94 Unrealized +0.5%
Blackrock FL Muni 2020 CEF 0.2%
Value ($000) $690 Shares 45,854 Est. Cost $15.21 Unrealized
IGSB iShares Barclays 1-3 Year Cr B 0.2%
Value ($000) $688 Shares 6,530 Est. Cost $105.41 Unrealized
GOOGL Alphabet Inc. Cl A 0.2%
Value ($000) $687 Shares 706 Est. Cost $36.62 Unrealized +28.5%
Guggenheim China Tech ETF 0.2%
Value ($000) $686 Shares 12,005 Est. Cost $57.14 Unrealized
TXN Texas Instruments Inc 0.2%
Value ($000) $683 Shares 7,623 Est. Cost $63.33 Unrealized +2.9%
GOOG Alphabet Inc. Cl C 0.2%
Value ($000) $674 Shares 703 Est. Cost $35.75 Unrealized +29.3%
CVS CVS Caremark Corp 0.2%
Value ($000) $656 Shares 8,068 Est. Cost $60.53 Unrealized +0.5%
WMT Wal-Mart Stores Inc 0.2%
Value ($000) $645 Shares 8,260 Est. Cost $20.34 Unrealized +12.6%
Weingarten Rlty REIT 0.2%
Value ($000) $643 Shares 20,250 Est. Cost $38.96 Unrealized
CCI Crown Castle Intl Corp 0.2%
Value ($000) $633 Shares 6,336 Est. Cost $61.24 Unrealized +17.3%
Pacific Continental Corp 0.2%
Value ($000) $601 Shares 22,317 Est. Cost $13.36 Unrealized
MTS Systems Corp 0.2%
Value ($000) $600 Shares 11,222 Est. Cost $70.22 Unrealized
VB Vanguard Small Cap 0.2%
Value ($000) $600 Shares 4,249 Est. Cost $112.50 Unrealized
VCIT Vanguard Int Term Corp Bond ET 0.2%
Value ($000) $597 Shares 6,780 Est. Cost $88.05 Unrealized
VWO Vanguard FTSE EM ETF 0.2%
Value ($000) $587 Shares 13,477 Est. Cost $40.92 Unrealized
PNW Pinnacle West Capital Cp 0.2%
Value ($000) $581 Shares 6,875 Est. Cost $35.52 Unrealized +76.1%
Te Connectivity Ltd 0.2%
Value ($000) $574 Shares 6,907 Est. Cost $56.23 Unrealized
STWD Starwood Ppty Trust Inc REIT 0.2%
Value ($000) $573 Shares 26,375 Est. Cost $21.99 Unrealized
ADC Agree Realty Corp 0.2%
Value ($000) $572 Shares 11,661 Est. Cost $29.99 Unrealized
ORI Old Republic Intl Corp 0.2%
Value ($000) $567 Shares 28,775 Est. Cost $9.29 Unrealized +6.5%
XLF Spdr Financial ETF 0.2%
Value ($000) $562 Shares 21,747 Est. Cost $24.13 Unrealized
OLP One Liberty Properties REIT 0.2%
Value ($000) $561 Shares 23,037 Est. Cost $24.15 Unrealized
LAMR Lamar Advertising REIT 0.2%
Value ($000) $558 Shares 8,140 Est. Cost $67.10 Unrealized
Spectra Energy Partners LP 0.2%
Value ($000) $556 Shares 12,525 Est. Cost $43.60 Unrealized
BHB Bar Harbor Bankshares 0.2%
Value ($000) $552 Shares 17,605 Est. Cost $14.69 Unrealized +38.9%
DUK Duke Energy Corp New 0.2%
Value ($000) $546 Shares 6,508 Est. Cost $52.67 Unrealized +15.5%
IWM iShares Russell 2k ETF 0.2%
Value ($000) $541 Shares 3,648 Est. Cost $116.06 Unrealized
TGT Target Corporation 0.2%
Value ($000) $536 Shares 9,080 Est. Cost $42.97 Unrealized +2.7%
Xilinx Inc 0.2%
Value ($000) $536 Shares 7,565 Est. Cost $70.85 Unrealized
Powershares Emg Mkts Sov Dbt E 0.2%
Value ($000) $536 Shares 18,006 Est. Cost $28.32 Unrealized
IJR iShares Core S&P Small Cap ETF 0.2%
Value ($000) $531 Shares 7,155 Est. Cost $92.23 Unrealized
OEF iShares S&P 100 ETF 0.2%
Value ($000) $529 Shares 4,750 Est. Cost $82.98 Unrealized
GBCI Glacier Bancorp Inc 0.2%
Value ($000) $522 Shares 13,830 Est. Cost $19.18 Unrealized +38.1%
GNTX Gentex Corp 0.2%
Value ($000) $520 Shares 26,240 Est. Cost $16.24 Unrealized +12.0%
SCHE Schwab Emg Mkts Equity ETF 0.2%
Value ($000) $519 Shares 19,285 Est. Cost $23.41 Unrealized
ACWI iShares MSCI ACWI ETF 0.2%
Value ($000) $511 Shares 7,430 Est. Cost $57.76 Unrealized
Guangshen Railway ADR 0.2%
Value ($000) $507 Shares 17,395 Est. Cost $23.01 Unrealized
Westar Energy Inc 0.2%
Value ($000) $501 Shares 10,110 Est. Cost $33.04 Unrealized
RY Royal Bank Of Canada Com 0.2%
Value ($000) $498 Shares 6,438 Est. Cost $74.64 Unrealized 0.0%
Salisbury Bancorp Inc 0.2%
Value ($000) $495 Shares 10,636 Est. Cost $29.80 Unrealized
OHI Omega Healthcare Investors REI 0.2%
Value ($000) $489 Shares 15,327 Est. Cost $32.73 Unrealized
TECH Bio-Techne Corp 0.2%
Value ($000) $484 Shares 4,000 Est. Cost $25.95 Unrealized +9.4%
VTR Ventas Inc REIT 0.2%
Value ($000) $482 Shares 7,404 Est. Cost $42.11 Unrealized +11.8%
CVX Chevron Corp 0.2%
Value ($000) $478 Shares 4,071 Est. Cost $72.05 Unrealized +5.8%
MATV Schweitzer-Mauduit Intl Inc 0.2%
Value ($000) $477 Shares 11,505 Est. Cost $25.92 Unrealized -0.8%
SHYD Vectors Short High Yield Muni 0.2%
Value ($000) $475 Shares 19,410 Est. Cost $24.37 Unrealized
SCHF Schwab Intl Equity ETF 0.2%
Value ($000) $467 Shares 13,948 Est. Cost $29.63 Unrealized
KHC Kraft Heinz Co. 0.2%
Value ($000) $455 Shares 5,867 Est. Cost $48.83 Unrealized +15.5%
UNP Union Pacific Corp 0.2%
Value ($000) $450 Shares 3,882 Est. Cost $78.48 Unrealized +13.6%
ICE Intercontinental Exchange 0.1%
Value ($000) $447 Shares 6,500 Est. Cost $46.16 Unrealized +28.2%
First Tr Aberdeen Global Incom 0.1%
Value ($000) $442 Shares 37,465 Est. Cost $11.48 Unrealized
IEMG iShares MSCI Core Emrg Mkt ETF 0.1%
Value ($000) $439 Shares 8,119 Est. Cost $48.75 Unrealized
UVSP Univest Corp 0.1%
Value ($000) $423 Shares 13,205 Est. Cost $22.30 Unrealized +33.8%
BXMT Blackstone Mtg Trust 0.1%
Value ($000) $421 Shares 13,567 Est. Cost $31.18 Unrealized
COLB Columbia Banking System Inc. 0.1%
Value ($000) $415 Shares 9,855 Est. Cost $19.67 Unrealized +36.1%
OMAB Grupo Aeroportuario Del Centro 0.1%
Value ($000) $412 Shares 9,275 Est. Cost $45.37 Unrealized
DGRO iShares Core DVD Gwth ETF 0.1%
Value ($000) $411 Shares 12,650 Est. Cost $30.58 Unrealized
ALGT Allegiant Travel Co 0.1%
Value ($000) $407 Shares 3,090 Est. Cost $118.16 Unrealized 0.0%
COP Conocophillips 0.1%
Value ($000) $407 Shares 8,125 Est. Cost $48.42 Unrealized -28.9%
Eaton Vance Sht Dur Incm CEF 0.1%
Value ($000) $404 Shares 28,355 Est. Cost $15.22 Unrealized
KNOP Knot Offshore Partners LP 0.1%
Value ($000) $398 Shares 16,925 Est. Cost $11.21 Unrealized +6.4%
ASR Grupo Aeroportuario Sureste 0.1%
Value ($000) $390 Shares 2,045 Est. Cost $131.74 Unrealized
CHD Church & Dwight Co Inc 0.1%
Value ($000) $390 Shares 8,050 Est. Cost $36.14 Unrealized +26.4%
ADP Automatic Data Processing Inc 0.1%
Value ($000) $386 Shares 3,534 Est. Cost $53.59 Unrealized +67.2%
Buckeye Partners LP 0.1%
Value ($000) $385 Shares 6,750 Est. Cost $70.76 Unrealized
Unilever Nv 0.1%
Value ($000) $385 Shares 6,525 Est. Cost $40.21 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
BIIB Biogen Idec Inc 0.1%
Value ($000) $382 Shares 1,221 Est. Cost $296.17 Unrealized -0.0%
NHI National Health Invs REIT 0.1%
Value ($000) $378 Shares 4,885 Est. Cost $56.17 Unrealized
CME CME Group Inc Cl A 0.1%
Value ($000) $377 Shares 2,775 Est. Cost $49.88 Unrealized +86.4%
EBMT Eagle Bancorp Montana Inc 0.1%
Value ($000) $373 Shares 20,150 Est. Cost $10.85 Unrealized +31.8%
MPLX MPLX LP 0.1%
Value ($000) $361 Shares 10,300 Est. Cost $33.96 Unrealized
DG Dollar General Corp 0.1%
Value ($000) $354 Shares 4,370 Est. Cost $59.54 Unrealized +13.0%
LW Lamb Weston Hldgs Inc 0.1%
Value ($000) $353 Shares 7,520 Est. Cost $29.75 Unrealized +33.2%
VGT Vanguard Info Tech ETF 0.1%
Value ($000) $350 Shares 2,300 Est. Cost $140.78 Unrealized
FDM First Dow Jones Micro Cap ETF 0.1%
Value ($000) $348 Shares 7,510 Est. Cost $32.59 Unrealized
Transmontaigne Ptnrs LP 0.1%
Value ($000) $347 Shares 8,125 Est. Cost $44.32 Unrealized
SPSB Spdr Barclays 1-3 Year Corp Bd 0.1%
Value ($000) $346 Shares 11,292 Est. Cost $30.53 Unrealized
SMB VanEck Vectors AMT-Free S/T Mu 0.1%
Value ($000) $343 Shares 19,560 Est. Cost $17.73 Unrealized
CMP Compass Minerals Intl Inc 0.1%
Value ($000) $339 Shares 5,220 Est. Cost $51.48 Unrealized +1.5%
L-3 Technologies Inc 0.1%
Value ($000) $337 Shares 1,790 Est. Cost $109.22 Unrealized
MPT Medical Properties Trust REIT 0.1%
Value ($000) $336 Shares 25,605 Est. Cost $13.11 Unrealized
Magellan Midstream Ptnrs 0.1%
Value ($000) $332 Shares 4,675 Est. Cost $64.00 Unrealized
Guggenheim Bulletshares 2019 H 0.1%
Value ($000) $331 Shares 13,400 Est. Cost $24.50 Unrealized
Neenah Paper Inc 0.1%
Value ($000) $329 Shares 3,845 Est. Cost $43.09 Unrealized
DGICA Donegal Group Inc Cl A 0.1%
Value ($000) $327 Shares 20,300 Est. Cost $11.50 Unrealized -7.2%
Cone Midstream Partners LP 0.1%
Value ($000) $327 Shares 20,675 Est. Cost $23.13 Unrealized
IWS iShares Russel MidCap Value ET 0.1%
Value ($000) $317 Shares 3,730 Est. Cost $75.34 Unrealized
BCH Banco De Chile ADR 0.1%
Value ($000) $308 Shares 3,375 Est. Cost $71.21 Unrealized
VIG Vanguard Div Appreciation ETF 0.1%
Value ($000) $305 Shares 3,215 Est. Cost $78.12 Unrealized
Validus Holdings Ltd 0.1%
Value ($000) $304 Shares 6,175 Est. Cost $42.10 Unrealized
Total Adr 0.1%
Value ($000) $302 Shares 5,637 Est. Cost $63.43 Unrealized
Midsouth Bancorp Inc 0.1%
Value ($000) $296 Shares 24,550 Est. Cost $13.37 Unrealized
Credit Suisse Group ADR 0.1%
Value ($000) $296 Shares 18,725 Est. Cost $14.88 Unrealized
American Natl Bankshares 0.1%
Value ($000) $293 Shares 7,105 Est. Cost $21.87 Unrealized
VOO Vanguard S&P 500 ETF 0.1%
Value ($000) $286 Shares 1,240 Est. Cost $188.63 Unrealized
Celgene Corp 0.1%
Value ($000) $284 Shares 1,951 Est. Cost $101.10 Unrealized
SBUX Starbucks Corp 0.1%
Value ($000) $284 Shares 5,292 Est. Cost $47.29 Unrealized -2.3%
MCO Moodys Corp 0.1%
Value ($000) $278 Shares 1,995 Est. Cost $98.85 Unrealized +23.3%
TJX TJX Cos Inc 0.1%
Value ($000) $274 Shares 3,722 Est. Cost $31.77 Unrealized -0.3%
IGIB iShares Interm Credit Bond ETF 0.1%
Value ($000) $273 Shares 2,475 Est. Cost $109.26 Unrealized
CNS Cohen & Steers Inc 0.1%
Value ($000) $271 Shares 6,870 Est. Cost $23.99 Unrealized +10.8%
EEMV iShares MSCI EM Min Vol ETF 0.1%
Value ($000) $262 Shares 4,504 Est. Cost $57.08 Unrealized
Kellogg Company 0.1%
Value ($000) $257 Shares 4,119 Est. Cost $38.28 Unrealized +21.5%
Mackinac Financial 0.1%
Value ($000) $255 Shares 16,450 Est. Cost $13.84 Unrealized
Urstadt Biddle Properties REIT 0.1%
Value ($000) $242 Shares 11,175 Est. Cost $23.93 Unrealized
VXUS Vanguard Total Intl Stock 0.1%
Value ($000) $241 Shares 4,400 Est. Cost $47.27 Unrealized
ENB Enbridge Inc 0.1%
Value ($000) $238 Shares 5,683 Est. Cost $24.35 Unrealized 0.0%
IWD iShares Tr Russell 1000 Value 0.1%
Value ($000) $236 Shares 1,994 Est. Cost $105.82 Unrealized
DGS Wisdomtree Emg Mkts SmCp Div E 0.1%
Value ($000) $230 Shares 4,690 Est. Cost $44.90 Unrealized
Vector Group Ltd 0.1%
Value ($000) $226 Shares 11,025 Est. Cost $22.27 Unrealized
Tallgrass Energy Partners LP 0.1%
Value ($000) $225 Shares 4,700 Est. Cost $47.87 Unrealized
CTBI Community Tr Bancorp Inc 0.1%
Value ($000) $220 Shares 4,732 Est. Cost $28.99 Unrealized +7.4%
Penns Woods Bancorp Inc 0.1%
Value ($000) $219 Shares 4,715 Est. Cost $46.45 Unrealized
SCHZ Schwab US Agg Bd ETF 0.1%
Value ($000) $217 Shares 4,135 Est. Cost $53.71 Unrealized
MNST Monster Beverage Corp 0.1%
Value ($000) $215 Shares 3,900 Est. Cost $22.69 Unrealized +18.8%
USMV iShares MSCI US Min Vol ETF 0.1%
Value ($000) $213 Shares 4,230 Est. Cost $47.81 Unrealized
V Visa Inc Com Cl A 0.1%
Value ($000) $212 Shares 2,017 Est. Cost $95.71 Unrealized 0.0%
VSS Vanguard FTSE World Ex-US 0.1%
Value ($000) $210 Shares 1,825 Est. Cost $115.07 Unrealized
Senior Housing Pptys Tr 0.1%
Value ($000) $207 Shares 10,575 Est. Cost $17.93 Unrealized
Guggenheim Bulletshares 2020 C 0.1%
Value ($000) $200 Shares 9,315 Est. Cost $21.38 Unrealized
EV Tax-Mgd Gbl Div Incm CEF 0.1%
Value ($000) $193 Shares 20,692 Est. Cost $8.53 Unrealized
Eaton Vance MI Muni CEF 0.1%
Value ($000) $166 Shares 12,600 Est. Cost $13.02 Unrealized
Nuveen MD Muni CEF 0.1%
Value ($000) $166 Shares 12,975 Est. Cost $12.72 Unrealized
Invesco CA Muni CEF 0.0%
Value ($000) $134 Shares 10,200 Est. Cost $12.35 Unrealized
Aberdeen AsiaPacific Incm CEF 0.0%
Value ($000) $53 Shares 10,200 Est. Cost $5.20 Unrealized