NAPLES GLOBAL ADVISORS, LLC Diversified Active

CIK: 0001582151 · Show all filings

Period: Q3 2018 (← Previous) (Next →)

Filing Date: Nov 13, 2018

Total Value ($000): $376,883 (100.0% shares, 0.0% debt)

Holdings (292)

VV Vanguard Large Cap ETF 2.6%
Value ($000) $9,711 Shares 72,733 Est. Cost $86.96 Unrealized
AAPL Apple Inc 2.4%
Value ($000) $9,171 Shares 40,628 Est. Cost $25.87 Unrealized +90.5%
BA Boeing Co 2.1%
Value ($000) $8,043 Shares 21,627 Est. Cost $111.49 Unrealized +204.1%
MSFT Microsoft Corp 2.0%
Value ($000) $7,705 Shares 67,367 Est. Cost $36.90 Unrealized +173.2%
ITOT iShares S&P Total US Stock ETF 1.8%
Value ($000) $6,772 Shares 101,636 Est. Cost $70.94 Unrealized
PG Procter & Gamble 1.7%
Value ($000) $6,302 Shares 75,720 Est. Cost $62.61 Unrealized +8.3%
TSM Taiwan Semiconductor 1.3%
Value ($000) $4,712 Shares 106,697 Est. Cost $19.15 Unrealized
GLW Corning Inc 1.2%
Value ($000) $4,393 Shares 124,444 Est. Cost $15.95 Unrealized +66.0%
AMGN Amgen Incorporated 1.1%
Value ($000) $4,220 Shares 20,358 Est. Cost $105.26 Unrealized +49.5%
SPY Spdr S&P 500 ETF 1.1%
Value ($000) $3,980 Shares 13,688 Est. Cost $242.67 Unrealized
IJH iShares Core S&P Midcap ETF 1.1%
Value ($000) $3,969 Shares 19,717 Est. Cost $172.10 Unrealized
MRK Merck & Co Inc 1.0%
Value ($000) $3,917 Shares 55,218 Est. Cost $40.48 Unrealized +25.1%
IXUS iShares Core MSCI Total Intl E 1.0%
Value ($000) $3,867 Shares 64,125 Est. Cost $52.29 Unrealized
INTC Intel Corp 1.0%
Value ($000) $3,720 Shares 78,666 Est. Cost $24.23 Unrealized +71.3%
PKG Packaging Corp of America 1.0%
Value ($000) $3,626 Shares 33,057 Est. Cost $52.20 Unrealized +72.3%
ACN Accenture Plc ADR 0.9%
Value ($000) $3,523 Shares 20,700 Est. Cost $76.10 Unrealized +96.1%
HD Home Depot Inc 0.9%
Value ($000) $3,399 Shares 16,406 Est. Cost $86.88 Unrealized +93.3%
Eaton Vance Tax-Mgd BW CEF 0.9%
Value ($000) $3,397 Shares 210,853 Est. Cost $14.67 Unrealized
VTI Vanguard Total Stock Market ET 0.9%
Value ($000) $3,375 Shares 22,555 Est. Cost $104.94 Unrealized
MDY Spdr S&P Midcap 400 ETF 0.9%
Value ($000) $3,324 Shares 9,045 Est. Cost $245.88 Unrealized
PAYX Paychex Inc 0.9%
Value ($000) $3,307 Shares 44,903 Est. Cost $36.24 Unrealized +59.9%
MMM 3M Company 0.9%
Value ($000) $3,240 Shares 15,376 Est. Cost $92.28 Unrealized +43.3%
EFA iShares MSCI EAFE ETF 0.9%
Value ($000) $3,221 Shares 47,378 Est. Cost $69.13 Unrealized
JNJ Johnson & Johnson 0.8%
Value ($000) $3,176 Shares 22,983 Est. Cost $75.16 Unrealized +43.7%
ADI Analog Devices Inc 0.8%
Value ($000) $3,158 Shares 34,156 Est. Cost $44.89 Unrealized +86.7%
VWO Vanguard FTSE EM ETF 0.8%
Value ($000) $3,046 Shares 74,304 Est. Cost $45.00 Unrealized
DIS Disney Walt Co 0.8%
Value ($000) $2,947 Shares 25,199 Est. Cost $82.56 Unrealized +29.1%
LMT Lockheed Martin Corp 0.8%
Value ($000) $2,936 Shares 8,487 Est. Cost $119.04 Unrealized +122.0%
MDT Medtronic Inc 0.8%
Value ($000) $2,913 Shares 29,609 Est. Cost $68.90 Unrealized +10.7%
Blackrock Inc 0.8%
Value ($000) $2,883 Shares 6,117 Est. Cost $357.63 Unrealized
VCSH Vanguard Short Term Corp Bond 0.8%
Value ($000) $2,864 Shares 36,647 Est. Cost $79.60 Unrealized
AVGO Broadcom Inc 0.7%
Value ($000) $2,809 Shares 11,385 Est. Cost $19.73 Unrealized -7.4%
DLR Digital Realty Trust REIT 0.7%
Value ($000) $2,785 Shares 24,759 Est. Cost $71.88 Unrealized +28.8%
ABBV Abbvie Inc 0.7%
Value ($000) $2,750 Shares 29,072 Est. Cost $36.10 Unrealized +91.6%
Royal Dutch Shell 0.7%
Value ($000) $2,642 Shares 37,244 Est. Cost $58.48 Unrealized
IFF Intl Flavors & Fragrances Inc 0.7%
Value ($000) $2,622 Shares 18,844 Est. Cost $79.94 Unrealized +35.5%
MCD McDonalds Corp 0.7%
Value ($000) $2,618 Shares 15,647 Est. Cost $78.79 Unrealized +71.1%
CSCO Cisco Systems Inc 0.7%
Value ($000) $2,609 Shares 53,625 Est. Cost $20.15 Unrealized +78.9%
T AT&T Inc 0.7%
Value ($000) $2,599 Shares 77,396 Est. Cost $12.34 Unrealized +17.3%
RIO Rio Tinto 0.7%
Value ($000) $2,591 Shares 50,790 Est. Cost $46.06 Unrealized
MCHP Microchip Technology Inc 0.7%
Value ($000) $2,475 Shares 31,370 Est. Cost $20.47 Unrealized +87.9%
UPS United Parcel Service 0.6%
Value ($000) $2,320 Shares 19,869 Est. Cost $74.16 Unrealized +19.3%
SO Southern Co 0.6%
Value ($000) $2,318 Shares 53,171 Est. Cost $28.11 Unrealized +21.9%
USB U.S. Bancorp 0.6%
Value ($000) $2,306 Shares 43,667 Est. Cost $30.90 Unrealized +26.6%
Nuveen NY AMT Free Muni CEF 0.6%
Value ($000) $2,260 Shares 189,880 Est. Cost $13.09 Unrealized
UNH UnitedHealth Group Inc 0.6%
Value ($000) $2,244 Shares 8,433 Est. Cost $137.91 Unrealized +67.2%
NSC Norfolk Southern Corp 0.6%
Value ($000) $2,114 Shares 11,711 Est. Cost $73.10 Unrealized +101.3%
Unilever 0.6%
Value ($000) $2,096 Shares 38,129 Est. Cost $47.18 Unrealized
TDTT FlexShares 3 yr TIPS ETF 0.5%
Value ($000) $2,067 Shares 86,306 Est. Cost $24.34 Unrealized
ALB Albemarle Corp 0.5%
Value ($000) $2,062 Shares 20,664 Est. Cost $56.61 Unrealized +54.2%
Dowdupont Inc 0.5%
Value ($000) $2,019 Shares 31,393 Est. Cost $69.27 Unrealized
IX Orix Corporation 0.5%
Value ($000) $2,001 Shares 24,695 Est. Cost $83.09 Unrealized
SAP SAP Ag ADR 0.5%
Value ($000) $1,981 Shares 16,105 Est. Cost $87.75 Unrealized
INFY Infosys Ltd ADR 0.5%
Value ($000) $1,947 Shares 191,470 Est. Cost $17.62 Unrealized
SCHB Schwab US Broad Mkt ETF 0.5%
Value ($000) $1,875 Shares 26,640 Est. Cost $50.82 Unrealized
DEO Diageo Plc 0.5%
Value ($000) $1,842 Shares 13,003 Est. Cost $124.83 Unrealized
ORCL Oracle Corporation 0.5%
Value ($000) $1,830 Shares 35,502 Est. Cost $35.30 Unrealized +23.5%
CSX CSX Corp 0.5%
Value ($000) $1,819 Shares 24,570 Est. Cost $7.66 Unrealized +181.5%
Praxair Inc 0.5%
Value ($000) $1,812 Shares 11,275 Est. Cost $120.68 Unrealized
AMZN Amazon.com, Inc 0.5%
Value ($000) $1,809 Shares 903 Est. Cost $36.44 Unrealized +158.0%
NVS Novartis AG 0.5%
Value ($000) $1,765 Shares 20,484 Est. Cost $83.95 Unrealized
CM Cdn Imperial Bk Comm 0.5%
Value ($000) $1,754 Shares 18,710 Est. Cost $25.90 Unrealized +24.5%
CLX Clorox Company 0.5%
Value ($000) $1,742 Shares 11,580 Est. Cost $70.76 Unrealized +62.0%
Select Income REIT 0.5%
Value ($000) $1,734 Shares 79,053 Est. Cost $24.67 Unrealized
SPSB Spdr Barclays 1-3 Year Corp Bd 0.5%
Value ($000) $1,724 Shares 57,125 Est. Cost $30.36 Unrealized
VTEB Vanguard Tax-Exempt Bond ETF 0.4%
Value ($000) $1,693 Shares 33,515 Est. Cost $51.49 Unrealized
LDOS Leidos Holdings Inc 0.4%
Value ($000) $1,683 Shares 24,330 Est. Cost $48.25 Unrealized +26.6%
TXN Texas Instruments Inc 0.4%
Value ($000) $1,680 Shares 15,661 Est. Cost $73.14 Unrealized +23.4%
HUN Huntsman Corp 0.4%
Value ($000) $1,669 Shares 61,275 Est. Cost $10.33 Unrealized +195.0%
PEP Pepsico Inc 0.4%
Value ($000) $1,656 Shares 14,808 Est. Cost $63.32 Unrealized +42.6%
LLY Eli Lilly & Co 0.4%
Value ($000) $1,648 Shares 15,358 Est. Cost $41.92 Unrealized +115.4%
Raytheon Company 0.4%
Value ($000) $1,637 Shares 7,923 Est. Cost $102.01 Unrealized
Hanesbrands Inc 0.4%
Value ($000) $1,636 Shares 88,782 Est. Cost $20.54 Unrealized
CBRL Cracker Barrel Old Ctry 0.4%
Value ($000) $1,633 Shares 11,098 Est. Cost $75.07 Unrealized +49.0%
SBUX Starbucks Corp 0.4%
Value ($000) $1,618 Shares 28,463 Est. Cost $46.07 Unrealized -2.2%
CCU Compania Cer Unidas ADR 0.4%
Value ($000) $1,612 Shares 57,780 Est. Cost $23.40 Unrealized
China Mobile 0.4%
Value ($000) $1,587 Shares 32,433 Est. Cost $53.52 Unrealized
AQN Algonquin Pwr Utils Corp 0.4%
Value ($000) $1,586 Shares 153,080 Est. Cost $5.92 Unrealized +17.7%
EMR Emerson Electric Co 0.4%
Value ($000) $1,582 Shares 20,658 Est. Cost $46.49 Unrealized +33.3%
VFC VF Corp 0.4%
Value ($000) $1,582 Shares 16,932 Est. Cost $54.25 Unrealized +57.2%
United Technologies Corp 0.4%
Value ($000) $1,574 Shares 11,260 Est. Cost $114.82 Unrealized
AFL Aflac Inc 0.4%
Value ($000) $1,573 Shares 33,425 Est. Cost $30.57 Unrealized +25.9%
SON Sonoco Products Co 0.4%
Value ($000) $1,556 Shares 28,033 Est. Cost $29.59 Unrealized +45.9%
JPM JP Morgan Chase & Co 0.4%
Value ($000) $1,555 Shares 13,783 Est. Cost $55.72 Unrealized +66.2%
MO Altria Group Inc 0.4%
Value ($000) $1,547 Shares 25,644 Est. Cost $21.58 Unrealized +55.5%
AVA Avista Corporation 0.4%
Value ($000) $1,522 Shares 30,110 Est. Cost $25.14 Unrealized +47.5%
PFE Pfizer Inc 0.4%
Value ($000) $1,462 Shares 33,176 Est. Cost $19.63 Unrealized +40.9%
BCE BCE Inc ADR 0.4%
Value ($000) $1,436 Shares 35,445 Est. Cost $22.86 Unrealized +13.3%
BMO Bank Of Montreal ADR 0.4%
Value ($000) $1,397 Shares 16,927 Est. Cost $42.97 Unrealized +37.3%
US Ecology Inc 0.4%
Value ($000) $1,383 Shares 18,750 Est. Cost $37.10 Unrealized
Hospitality Properties REIT 0.4%
Value ($000) $1,372 Shares 47,567 Est. Cost $27.82 Unrealized
TRV Travelers Companies Inc 0.4%
Value ($000) $1,369 Shares 10,553 Est. Cost $73.96 Unrealized +48.6%
META Facebook Inc 0.4%
Value ($000) $1,367 Shares 8,311 Est. Cost $97.07 Unrealized +85.2%
XOM Exxon Mobil Corporation 0.4%
Value ($000) $1,345 Shares 15,818 Est. Cost $56.78 Unrealized +2.5%
AZN Astrazeneca Plc ADR 0.4%
Value ($000) $1,331 Shares 33,633 Est. Cost $46.87 Unrealized
PFF iShares S&P US Pfd. ETF 0.3%
Value ($000) $1,310 Shares 35,286 Est. Cost $37.59 Unrealized
SAFT Safety Insurance Group 0.3%
Value ($000) $1,306 Shares 14,573 Est. Cost $57.46 Unrealized +60.8%
BMY Bristol-Myers Squibb Co 0.3%
Value ($000) $1,292 Shares 20,814 Est. Cost $43.80 Unrealized +2.7%
Macquarie Infrastructure Corp 0.3%
Value ($000) $1,284 Shares 27,845 Est. Cost $39.56 Unrealized
SHYD Vectors Short High Yield Muni 0.3%
Value ($000) $1,254 Shares 51,585 Est. Cost $24.27 Unrealized
OXY Occidental Petroleum Corp 0.3%
Value ($000) $1,245 Shares 15,149 Est. Cost $53.38 Unrealized +26.9%
Global X MLP ETF 0.3%
Value ($000) $1,239 Shares 129,765 Est. Cost $10.04 Unrealized
TAP Molson Coors Brewing Co 0.3%
Value ($000) $1,210 Shares 19,676 Est. Cost $43.10 Unrealized +26.0%
Spdr High Yield Bd ETF 0.3%
Value ($000) $1,205 Shares 33,413 Est. Cost $40.00 Unrealized
ARCC Ares Capital Corp 0.3%
Value ($000) $1,205 Shares 70,090 Est. Cost $5.82 Unrealized +45.4%
IVOO Vanguard S&P 400 Mid Cap ETF 0.3%
Value ($000) $1,192 Shares 8,770 Est. Cost $94.18 Unrealized
LEG Leggett & Platt Inc 0.3%
Value ($000) $1,191 Shares 27,198 Est. Cost $31.91 Unrealized +40.9%
SNY Sanofi 0.3%
Value ($000) $1,163 Shares 26,043 Est. Cost $49.40 Unrealized
SCHD Schwab US Div Equity ETF 0.3%
Value ($000) $1,162 Shares 21,921 Est. Cost $42.87 Unrealized
OMC Omnicom Group 0.3%
Value ($000) $1,160 Shares 17,048 Est. Cost $51.86 Unrealized +3.5%
VCIT Vanguard Int Term Corp Bond ET 0.3%
Value ($000) $1,148 Shares 13,746 Est. Cost $85.96 Unrealized
CNP Centerpoint Energy Inc 0.3%
Value ($000) $1,142 Shares 41,310 Est. Cost $15.60 Unrealized +44.5%
BRK/B Berkshire Hathaway B 0.3%
Value ($000) $1,131 Shares 5,280 Est. Cost $146.57 Unrealized +40.0%
CQQQ Invesco China Technology ETF 0.3%
Value ($000) $1,122 Shares 23,355 Est. Cost $54.69 Unrealized
Glaxosmithkline ADR 0.3%
Value ($000) $1,115 Shares 27,769 Est. Cost $46.59 Unrealized
TGT Target Corporation 0.3%
Value ($000) $1,112 Shares 12,605 Est. Cost $45.03 Unrealized +50.9%
Enviva Partners LP 0.3%
Value ($000) $1,084 Shares 34,090 Est. Cost $27.17 Unrealized
IWR iShares Russell Mid Cap ETF 0.3%
Value ($000) $1,065 Shares 4,830 Est. Cost $167.28 Unrealized
KMB Kimberly Clark Corp 0.3%
Value ($000) $1,033 Shares 9,087 Est. Cost $71.03 Unrealized +21.8%
CCI Crown Castle Intl Corp 0.3%
Value ($000) $1,028 Shares 9,236 Est. Cost $65.99 Unrealized +23.2%
PM Philip Morris Intl Inc 0.3%
Value ($000) $1,006 Shares 12,339 Est. Cost $54.12 Unrealized +2.5%
MGIC Magic Software Enterprises 0.3%
Value ($000) $999 Shares 117,541 Est. Cost $6.69 Unrealized +3.2%
WMT Wal-Mart Stores Inc 0.3%
Value ($000) $996 Shares 10,602 Est. Cost $21.66 Unrealized +26.2%
KR Kroger Company 0.3%
Value ($000) $986 Shares 33,855 Est. Cost $19.80 Unrealized +28.3%
Walgreens Boots Alliance 0.3%
Value ($000) $986 Shares 13,524 Est. Cost $77.92 Unrealized
Centerstate Bk Corp 0.3%
Value ($000) $982 Shares 35,000 Est. Cost $26.54 Unrealized
Macquarie Global Infr CEF 0.3%
Value ($000) $978 Shares 46,025 Est. Cost $23.02 Unrealized
CAG ConAgra Brands, Inc. 0.3%
Value ($000) $970 Shares 28,563 Est. Cost $16.53 Unrealized +65.3%
BXMT Blackstone Mtg Trust 0.3%
Value ($000) $966 Shares 28,812 Est. Cost $31.70 Unrealized
SCHE Schwab Emg Mkts Equity ETF 0.3%
Value ($000) $957 Shares 37,242 Est. Cost $25.19 Unrealized
NEE Nextera Energy Inc 0.3%
Value ($000) $953 Shares 5,684 Est. Cost $18.66 Unrealized +90.1%
CCL Carnival Corp New 0.2%
Value ($000) $938 Shares 14,712 Est. Cost $58.17 Unrealized -2.3%
WSO Watsco Inc 0.2%
Value ($000) $936 Shares 5,255 Est. Cost $178.19 Unrealized -0.9%
O Realty Income Corp REIT 0.2%
Value ($000) $934 Shares 16,410 Est. Cost $24.58 Unrealized +57.3%
FNLC First Bancorp Inc 0.2%
Value ($000) $929 Shares 32,065 Est. Cost $11.03 Unrealized +84.0%
GOOG Alphabet Inc. Cl C 0.2%
Value ($000) $925 Shares 775 Est. Cost $37.45 Unrealized +58.7%
Blackstone Group LP 0.2%
Value ($000) $921 Shares 24,183 Est. Cost $34.22 Unrealized
IVV iShares Core S&P 500 ETF 0.2%
Value ($000) $920 Shares 3,144 Est. Cost $204.85 Unrealized
EPI Wisdomtree India Earnings ETF 0.2%
Value ($000) $904 Shares 37,500 Est. Cost $24.64 Unrealized
CNK Cinemark Holdings Inc 0.2%
Value ($000) $902 Shares 22,440 Est. Cost $26.68 Unrealized +28.3%
COLB Columbia Banking System Inc 0.2%
Value ($000) $898 Shares 23,165 Est. Cost $26.01 Unrealized +13.0%
HTGC Hercules Capital Inc 0.2%
Value ($000) $887 Shares 67,415 Est. Cost $15.29 Unrealized -12.7%
Cedar Fair LP 0.2%
Value ($000) $856 Shares 16,435 Est. Cost $59.10 Unrealized
SUB iShares Natl AMT Free Muni Bd 0.2%
Value ($000) $851 Shares 8,125 Est. Cost $105.84 Unrealized
SBSI Southside Bancshares 0.2%
Value ($000) $850 Shares 24,425 Est. Cost $34.73 Unrealized +1.8%
GIS General Mills Inc 0.2%
Value ($000) $839 Shares 19,540 Est. Cost $34.03 Unrealized +2.7%
CB Chubb Ltd 0.2%
Value ($000) $829 Shares 6,202 Est. Cost $96.54 Unrealized +23.5%
ORI Old Republic Intl Corp 0.2%
Value ($000) $826 Shares 36,904 Est. Cost $9.75 Unrealized +23.2%
TECH Bio-Techne Corp 0.2%
Value ($000) $816 Shares 4,000 Est. Cost $25.95 Unrealized +64.8%
BSV Vanguard Short Bond ETF 0.2%
Value ($000) $810 Shares 10,385 Est. Cost $80.02 Unrealized
CTSH Cognizant Tech Sol Cl A 0.2%
Value ($000) $804 Shares 10,415 Est. Cost $70.41 Unrealized -0.2%
SJNK Spdr Short Term Hi Yld Bd ETF 0.2%
Value ($000) $796 Shares 28,846 Est. Cost $29.32 Unrealized
MATV Schweitzer-Mauduit Intl Inc 0.2%
Value ($000) $795 Shares 20,740 Est. Cost $27.29 Unrealized +5.9%
SHM SPDR Nuveen Short Muni ETF 0.2%
Value ($000) $791 Shares 16,579 Est. Cost $49.03 Unrealized
DUK Duke Energy Corp New 0.2%
Value ($000) $762 Shares 9,521 Est. Cost $54.14 Unrealized +10.9%
Umpqua Holdings Corp 0.2%
Value ($000) $755 Shares 36,280 Est. Cost $16.73 Unrealized
UNP Union Pacific Corp 0.2%
Value ($000) $754 Shares 4,632 Est. Cost $84.55 Unrealized +51.2%
GOOGL Alphabet Inc. Cl A 0.2%
Value ($000) $754 Shares 625 Est. Cost $37.10 Unrealized +61.9%
MCO Moodys Corp 0.2%
Value ($000) $752 Shares 4,495 Est. Cost $135.39 Unrealized +21.8%
CCEP Coca-Cola European Prtnrs 0.2%
Value ($000) $750 Shares 16,495 Est. Cost $29.28 Unrealized +17.7%
Xilinx Inc 0.2%
Value ($000) $746 Shares 9,311 Est. Cost $70.96 Unrealized
CVX Chevron Corp 0.2%
Value ($000) $733 Shares 5,992 Est. Cost $76.86 Unrealized +14.4%
VB Vanguard Small Cap 0.2%
Value ($000) $723 Shares 4,449 Est. Cost $114.09 Unrealized
FIBK First Interstate Bancsystem, I 0.2%
Value ($000) $717 Shares 16,000 Est. Cost $27.41 Unrealized +10.0%
SCHF Schwab Intl Equity ETF 0.2%
Value ($000) $714 Shares 21,297 Est. Cost $30.94 Unrealized
DG Dollar General Corp 0.2%
Value ($000) $704 Shares 6,445 Est. Cost $70.14 Unrealized +34.7%
KHC Kraft Heinz Co. 0.2%
Value ($000) $699 Shares 12,676 Est. Cost $46.01 Unrealized -9.1%
Te Connectivity Ltd 0.2%
Value ($000) $699 Shares 7,949 Est. Cost $60.96 Unrealized
Blackrock FL Muni 2020 CEF 0.2%
Value ($000) $694 Shares 48,719 Est. Cost $15.11 Unrealized
ONB Old Natl Bancorp 0.2%
Value ($000) $693 Shares 35,930 Est. Cost $12.19 Unrealized +61.5%
CVS CVS Health Corp 0.2%
Value ($000) $676 Shares 8,585 Est. Cost $59.76 Unrealized -5.5%
KNOP Knot Offshore Partners LP 0.2%
Value ($000) $676 Shares 31,150 Est. Cost $11.43 Unrealized +9.2%
ALGT Allegiant Travel Co 0.2%
Value ($000) $673 Shares 5,305 Est. Cost $124.74 Unrealized -0.2%
SHYG iShares 0-5Yr HY Corp Bond 0.2%
Value ($000) $661 Shares 14,049 Est. Cost $46.81 Unrealized
LAMR Lamar Advertising REIT 0.2%
Value ($000) $659 Shares 8,465 Est. Cost $67.63 Unrealized
OMAB Grupo Aeroportuario Del Centro 0.2%
Value ($000) $646 Shares 11,350 Est. Cost $44.60 Unrealized
IJR iShares Core S&P Small Cap ETF 0.2%
Value ($000) $646 Shares 7,400 Est. Cost $91.21 Unrealized
CNX Midstream Partners LP 0.2%
Value ($000) $635 Shares 32,975 Est. Cost $18.48 Unrealized
LARK Landmark Bancorp Inc 0.2%
Value ($000) $623 Shares 21,472 Est. Cost $14.88 Unrealized +44.5%
SPDW Spdr Developed Ex-US ETF 0.2%
Value ($000) $622 Shares 20,230 Est. Cost $31.11 Unrealized
COP Conocophillips 0.2%
Value ($000) $614 Shares 7,927 Est. Cost $47.54 Unrealized +18.6%
GD General Dynamics Corp 0.2%
Value ($000) $614 Shares 3,000 Est. Cost $181.99 Unrealized -9.2%
NGG National Grid Plc ADR 0.2%
Value ($000) $607 Shares 11,703 Est. Cost $62.65 Unrealized
Weingarten Rlty REIT 0.2%
Value ($000) $603 Shares 20,250 Est. Cost $38.96 Unrealized
XLF Spdr Financial ETF 0.2%
Value ($000) $600 Shares 21,747 Est. Cost $24.13 Unrealized
ADC Agree Realty Corp 0.2%
Value ($000) $585 Shares 11,011 Est. Cost $29.99 Unrealized
Spectra Energy Partners LP 0.2%
Value ($000) $584 Shares 16,350 Est. Cost $42.44 Unrealized
OLP One Liberty Properties REIT 0.2%
Value ($000) $580 Shares 20,887 Est. Cost $24.15 Unrealized
EVRG Evergy Inc 0.2%
Value ($000) $575 Shares 10,464 Est. Cost $40.03 Unrealized +6.8%
VGT Vanguard Info Tech ETF 0.2%
Value ($000) $575 Shares 2,840 Est. Cost $150.87 Unrealized
ABEV Ambev Sa ADR 0.2%
Value ($000) $572 Shares 125,135 Est. Cost $6.74 Unrealized
BGS B&G Foods Inc 0.2%
Value ($000) $567 Shares 20,655 Est. Cost $15.96 Unrealized +0.8%
Lam Research Corp 0.1%
Value ($000) $564 Shares 3,715 Est. Cost $151.82 Unrealized
GUNR Flexshares TRUST Morningstar G 0.1%
Value ($000) $563 Shares 16,631 Est. Cost $33.91 Unrealized
CHD Church & Dwight Co Inc 0.1%
Value ($000) $554 Shares 9,325 Est. Cost $37.75 Unrealized +37.2%
BTI British American Tobacco ADR 0.1%
Value ($000) $553 Shares 11,867 Est. Cost $76.86 Unrealized
OEF iShares S&P 100 ETF 0.1%
Value ($000) $552 Shares 4,255 Est. Cost $82.98 Unrealized
IEMG iShares MSCI Core Emrg Mkt ETF 0.1%
Value ($000) $552 Shares 10,670 Est. Cost $50.33 Unrealized
BHB Bar Harbor Bankshares 0.1%
Value ($000) $550 Shares 19,165 Est. Cost $15.22 Unrealized +45.1%
LNC Lincoln National Corp 0.1%
Value ($000) $540 Shares 7,975 Est. Cost $47.56 Unrealized 0.0%
PNW Pinnacle West Capital Cp 0.1%
Value ($000) $536 Shares 6,775 Est. Cost $35.52 Unrealized +66.9%
UBSI United Bankshares Inc 0.1%
Value ($000) $536 Shares 14,750 Est. Cost $36.16 Unrealized +4.9%
ACWI iShares MSCI ACWI ETF 0.1%
Value ($000) $535 Shares 7,205 Est. Cost $57.76 Unrealized
IWM iShares Russell 2k ETF 0.1%
Value ($000) $533 Shares 3,163 Est. Cost $116.06 Unrealized
STWD Starwood Ppty Trust Inc REIT 0.1%
Value ($000) $533 Shares 24,785 Est. Cost $21.92 Unrealized
DGRO iShares Core DVD Gwth ETF 0.1%
Value ($000) $530 Shares 14,300 Est. Cost $30.97 Unrealized
RY Royal Bank Of Canada Com 0.1%
Value ($000) $521 Shares 6,500 Est. Cost $75.26 Unrealized +4.2%
HOPE Hope Bancorp Inc 0.1%
Value ($000) $512 Shares 31,675 Est. Cost $17.31 Unrealized 0.0%
EEMV iShares MSCI EM Min Vol ETF 0.1%
Value ($000) $507 Shares 8,554 Est. Cost $57.55 Unrealized
Transmontaigne Ptnrs LP 0.1%
Value ($000) $494 Shares 12,825 Est. Cost $41.54 Unrealized
CME CME Group Inc Cl A 0.1%
Value ($000) $483 Shares 2,837 Est. Cost $51.08 Unrealized +152.7%
CAT Caterpillar Inc 0.1%
Value ($000) $478 Shares 3,134 Est. Cost $123.94 Unrealized -2.8%
GNTX Gentex Corp 0.1%
Value ($000) $478 Shares 22,280 Est. Cost $16.24 Unrealized +42.5%
MTS Systems Corp 0.1%
Value ($000) $476 Shares 8,697 Est. Cost $70.22 Unrealized
ICE Intercontinental Exchange 0.1%
Value ($000) $472 Shares 6,296 Est. Cost $46.16 Unrealized +48.1%
AMAT Applied Materials Inc 0.1%
Value ($000) $467 Shares 12,075 Est. Cost $49.64 Unrealized -18.0%
First Defiance Finance Corp 0.1%
Value ($000) $462 Shares 15,342 Est. Cost $43.74 Unrealized
EBMT Eagle Bancorp Montana Inc 0.1%
Value ($000) $441 Shares 24,300 Est. Cost $11.63 Unrealized +30.5%
VZ Verizon Communications 0.1%
Value ($000) $440 Shares 8,250 Est. Cost $32.11 Unrealized +11.0%
ADP Automatic Data Processing Inc 0.1%
Value ($000) $434 Shares 2,878 Est. Cost $54.39 Unrealized +122.1%
BIIB Biogen Idec Inc 0.1%
Value ($000) $428 Shares 1,210 Est. Cost $295.98 Unrealized +16.3%
HDV iShares High Div US Equity ETF 0.1%
Value ($000) $425 Shares 4,693 Est. Cost $88.61 Unrealized
VTR Ventas Inc REIT 0.1%
Value ($000) $421 Shares 7,739 Est. Cost $41.93 Unrealized +1.5%
ASR Grupo Aeroportuario Sureste 0.1%
Value ($000) $419 Shares 2,045 Est. Cost $131.74 Unrealized
OHI Omega Healthcare Investors REI 0.1%
Value ($000) $417 Shares 12,717 Est. Cost $32.74 Unrealized
VXUS Vanguard Total Intl Stock 0.1%
Value ($000) $410 Shares 7,595 Est. Cost $50.32 Unrealized
ABT Abbott Laboratories 0.1%
Value ($000) $405 Shares 5,517 Est. Cost $48.37 Unrealized +19.5%
New York Community Bancorp 0.1%
Value ($000) $402 Shares 38,775 Est. Cost $12.73 Unrealized
Salisbury Bancorp Inc 0.1%
Value ($000) $391 Shares 9,311 Est. Cost $29.80 Unrealized
L-3 Technologies Inc 0.1%
Value ($000) $390 Shares 1,835 Est. Cost $212.53 Unrealized
PRU Prudential Finl Inc 0.1%
Value ($000) $389 Shares 3,844 Est. Cost $68.64 Unrealized 0.0%
FDM First Dow Jones Micro Cap ETF 0.1%
Value ($000) $383 Shares 7,485 Est. Cost $32.59 Unrealized
BB&T Corporation 0.1%
Value ($000) $383 Shares 7,896 Est. Cost $49.74 Unrealized
IGF iShares Infrastructure ETF 0.1%
Value ($000) $376 Shares 8,930 Est. Cost $44.03 Unrealized
NFRA FlexShares Global Infra ETF 0.1%
Value ($000) $373 Shares 8,000 Est. Cost $47.95 Unrealized
VIG Vanguard Div Appreciation ETF 0.1%
Value ($000) $369 Shares 3,335 Est. Cost $78.80 Unrealized
BDX Becton Dickinson & Co 0.1%
Value ($000) $368 Shares 1,411 Est. Cost $194.61 Unrealized +13.2%
NHI National Health Invs REIT 0.1%
Value ($000) $365 Shares 4,835 Est. Cost $56.17 Unrealized
MPLX MPLX LP 0.1%
Value ($000) $357 Shares 10,300 Est. Cost $33.96 Unrealized
Unilever 0.1%
Value ($000) $357 Shares 6,425 Est. Cost $41.14 Unrealized
QCOM Qualcomm Inc 0.1%
Value ($000) $353 Shares 4,900 Est. Cost $46.98 Unrealized +16.3%
Total SA ADR 0.1%
Value ($000) $352 Shares 5,462 Est. Cost $63.15 Unrealized
CQP Cheniere Energy LP 0.1%
Value ($000) $345 Shares 8,750 Est. Cost $36.20 Unrealized
V Visa Inc Com Cl A 0.1%
Value ($000) $340 Shares 2,266 Est. Cost $97.82 Unrealized +38.1%
IWS iShares Russel MidCap Value ET 0.1%
Value ($000) $337 Shares 3,730 Est. Cost $75.34 Unrealized
Guangshen Railway ADR 0.1%
Value ($000) $335 Shares 14,520 Est. Cost $23.01 Unrealized
FLRN SPDR Inv Grade Floating Rate E 0.1%
Value ($000) $333 Shares 10,800 Est. Cost $30.83 Unrealized
CNS Cohen & Steers Inc 0.1%
Value ($000) $330 Shares 8,120 Est. Cost $25.18 Unrealized +17.6%
Mackinac Financial 0.1%
Value ($000) $323 Shares 19,965 Est. Cost $14.28 Unrealized
SRPT Sarepta Therapeutics 0.1%
Value ($000) $323 Shares 2,000 Est. Cost $94.31 Unrealized +45.0%
FAST Fastenal Co 0.1%
Value ($000) $322 Shares 5,550 Est. Cost $10.86 Unrealized +8.5%
SMB VanEck Vectors AMT-Free S/T Mu 0.1%
Value ($000) $320 Shares 18,645 Est. Cost $17.73 Unrealized
IUSV iShares Core US Value ETF 0.1%
Value ($000) $317 Shares 5,625 Est. Cost $53.70 Unrealized
COST Costco Whsl Corp New 0.1%
Value ($000) $315 Shares 1,341 Est. Cost $158.88 Unrealized +27.9%
Neenah Paper Inc 0.1%
Value ($000) $315 Shares 3,645 Est. Cost $43.09 Unrealized
BCH Banco De Chile ADR 0.1%
Value ($000) $314 Shares 3,445 Est. Cost $71.61 Unrealized
LOW Lowes Companies Inc 0.1%
Value ($000) $311 Shares 2,705 Est. Cost $79.09 Unrealized +15.1%
Magellan Midstream Ptnrs 0.1%
Value ($000) $310 Shares 4,575 Est. Cost $64.00 Unrealized
CMP Compass Minerals Intl Inc 0.1%
Value ($000) $304 Shares 4,520 Est. Cost $51.48 Unrealized +3.4%
WFC Wells Fargo & Co 0.1%
Value ($000) $304 Shares 5,781 Est. Cost $44.70 Unrealized +4.0%
Life Storage Inc REIT 0.1%
Value ($000) $303 Shares 3,180 Est. Cost $95.28 Unrealized
MPT Medical Properties Trust REIT 0.1%
Value ($000) $302 Shares 20,265 Est. Cost $13.11 Unrealized
Meredith Corp 0.1%
Value ($000) $301 Shares 5,900 Est. Cost $51.02 Unrealized
HON Honeywell International 0.1%
Value ($000) $301 Shares 1,810 Est. Cost $113.57 Unrealized +7.1%
Eaton Vance Tax Mgd Income Fun 0.1%
Value ($000) $298 Shares 23,222 Est. Cost $12.83 Unrealized
DGICA Donegal Group Inc Cl A 0.1%
Value ($000) $296 Shares 20,850 Est. Cost $11.46 Unrealized -10.7%
VOO Vanguard S&P 500 ETF 0.1%
Value ($000) $296 Shares 1,108 Est. Cost $188.63 Unrealized
PowerShares Bulletshares 2019 0.1%
Value ($000) $273 Shares 11,245 Est. Cost $24.30 Unrealized
CHCT Community Healthcare Trust Inc 0.1%
Value ($000) $270 Shares 8,725 Est. Cost $30.95 Unrealized
STT State Street Corp 0.1%
Value ($000) $266 Shares 3,177 Est. Cost $78.79 Unrealized -12.0%
AGG iShares Aggregate Bond ETF 0.1%
Value ($000) $263 Shares 2,496 Est. Cost $110.85 Unrealized
SCHA Schwab US Sm Cap ETF 0.1%
Value ($000) $261 Shares 3,426 Est. Cost $73.80 Unrealized
GGG Graco Incorporated 0.1%
Value ($000) $259 Shares 5,580 Est. Cost $41.27 Unrealized +2.8%
UVSP Univest Corp 0.1%
Value ($000) $252 Shares 9,532 Est. Cost $22.30 Unrealized +24.8%
F Ford Motor Company 0.1%
Value ($000) $247 Shares 26,720 Est. Cost $7.63 Unrealized -10.3%
TJX TJX Cos Inc 0.1%
Value ($000) $245 Shares 2,186 Est. Cost $31.91 Unrealized +45.7%
IWD iShares Tr Russell 1000 Value 0.1%
Value ($000) $233 Shares 1,844 Est. Cost $105.82 Unrealized
Urstadt Biddle Properties REIT 0.1%
Value ($000) $232 Shares 10,875 Est. Cost $23.93 Unrealized
USMV iShares MSCI US Min Vol ETF 0.1%
Value ($000) $226 Shares 3,955 Est. Cost $47.89 Unrealized
NWE NorthWestern Corp 0.1%
Value ($000) $225 Shares 3,835 Est. Cost $43.15 Unrealized 0.0%
GlobalX Super Div ETF 0.1%
Value ($000) $218 Shares 10,663 Est. Cost $20.99 Unrealized
IEFA iShares Core MSCI EAFE ETF 0.1%
Value ($000) $217 Shares 3,380 Est. Cost $64.20 Unrealized
Kellogg Company 0.1%
Value ($000) $216 Shares 3,079 Est. Cost $39.43 Unrealized +30.2%
First Tr Aberdeen Global Incom 0.1%
Value ($000) $207 Shares 21,590 Est. Cost $11.48 Unrealized
ETR Entergy Corp 0.1%
Value ($000) $206 Shares 2,535 Est. Cost $29.87 Unrealized +5.6%
DGS Wisdomtree Emg Mkts SmCp Div E 0.1%
Value ($000) $205 Shares 4,490 Est. Cost $44.90 Unrealized
VSS Vanguard FTSE World Ex-US 0.1%
Value ($000) $205 Shares 1,825 Est. Cost $115.07 Unrealized
CTBI Community Tr Bancorp Inc 0.1%
Value ($000) $204 Shares 4,402 Est. Cost $28.99 Unrealized +26.5%
SCHC Schwab Intl Small Cap ETF 0.1%
Value ($000) $203 Shares 5,680 Est. Cost $36.09 Unrealized
IGIB iShares Interm Credit Bond ETF 0.1%
Value ($000) $201 Shares 3,780 Est. Cost $82.55 Unrealized
Eaton Vance Ltd Duration Incom 0.1%
Value ($000) $200 Shares 15,785 Est. Cost $12.67 Unrealized
Tallgrass Energy LP 0.1%
Value ($000) $200 Shares 8,500 Est. Cost $23.53 Unrealized