Patten Group, Inc. Diversified Active

CIK: 0001633207 · Show all filings

Period: Q4 2015 (← Previous) (Next →)

Filing Date: Feb 17, 2016

Total Value ($000): $207,998,526 (97.7% shares, 2.3% debt)

Holdings (703)

KO Coca-Cola Co 5.1%
Value ($000) $10,531,176 Shares 245,139 Est. Cost $30.05 Unrealized +2.6%
KMB Kimberly-Clark Corp 4.5%
Value ($000) $9,353,242 Shares 73,474 Est. Cost $76.09 Unrealized +11.7%
V Visa Inc 3.0%
Value ($000) $6,310,791 Shares 81,377 Est. Cost $59.86 Unrealized +20.6%
AIG American International Group Inc 2.8%
Value ($000) $5,788,558 Shares 93,409 Est. Cost $41.13 Unrealized +15.1%
AAPL Apple Inc 2.4%
Value ($000) $4,946,483 Shares 46,993 Est. Cost $24.12 Unrealized +6.7%
SPY SPDR S&P 500 ETF 2.0%
Value ($000) $4,176,480 Shares 20,486 Est. Cost $22045.51 Unrealized
WY Weyerhaeuser Co 1.8%
Value ($000) $3,840,497 Shares 128,102 Est. Cost $22.11 Unrealized -7.9%
Walgreen Boots Alliance Inc Com 1.8%
Value ($000) $3,770,407 Shares 44,277 Est. Cost $76.18 Unrealized
IWF iShares Russell 1000 Growth 1.7%
Value ($000) $3,591,264 Shares 36,100 Est. Cost $47074.43 Unrealized
XOM Exxon Mobil Corporation 1.6%
Value ($000) $3,358,716 Shares 43,088 Est. Cost $58.00 Unrealized -11.4%
United Technologies Corp 1.5%
Value ($000) $3,096,712 Shares 32,233 Est. Cost $114.99 Unrealized
TSCO Tractor Supply Co 1.4%
Value ($000) $2,989,935 Shares 34,970 Est. Cost $12.19 Unrealized +24.6%
FRCB First Republic Bank 1.4%
Value ($000) $2,815,807 Shares 42,625 Est. Cost $47.29 Unrealized +32.6%
INTC Intel Corp 1.3%
Value ($000) $2,623,080 Shares 76,141 Est. Cost $26.63 Unrealized +0.1%
MSFT Microsoft Corp 1.2%
Value ($000) $2,555,087 Shares 46,054 Est. Cost $41.31 Unrealized +11.2%
JNJ Johnson & Johnson 1.2%
Value ($000) $2,539,932 Shares 24,726 Est. Cost $77.30 Unrealized -1.8%
MMM 3M Co 1.2%
Value ($000) $2,522,575 Shares 16,745 Est. Cost $89.68 Unrealized +2.7%
BA Boeing Co 1.2%
Value ($000) $2,484,634 Shares 17,184 Est. Cost $110.65 Unrealized +16.5%
BUD Anheuser-Busch Inbev SA 1.1%
Value ($000) $2,386,875 Shares 19,095 Est. Cost $112.33 Unrealized
DBEF Deutsche X-trackers MSCI EAFE Hedged Eq 1.1%
Value ($000) $2,333,034 Shares 85,899 Est. Cost $16438.90 Unrealized
PEP PepsiCo Inc 1.1%
Value ($000) $2,217,024 Shares 22,187 Est. Cost $68.61 Unrealized +7.1%
Other 1.1%
Value ($000) $2,200,026 Shares 2,200,026 Est. Cost $1000.00 Unrealized
Celgene Corp 1.0%
Value ($000) $2,169,093 Shares 18,112 Est. Cost $113626.67 Unrealized
JPM Jpmorgan Chase & Co 1.0%
Value ($000) $2,168,601 Shares 32,842 Est. Cost $44.70 Unrealized +11.1%
NVS Novartis AG 1.0%
Value ($000) $2,046,805 Shares 23,789 Est. Cost $92.66 Unrealized
IJH iShares Core S&P Mid-Cap 0.9%
Value ($000) $1,958,421 Shares 14,057 Est. Cost $2872.61 Unrealized
T At&T Inc 0.9%
Value ($000) $1,884,384 Shares 54,762 Est. Cost $11.81 Unrealized +5.3%
UPS United Parcel Service Inc (UPS) 0.9%
Value ($000) $1,877,543 Shares 19,511 Est. Cost $68.20 Unrealized +3.6%
VEU Vanguard FTSE All-World ex-US ETF 0.8%
Value ($000) $1,749,119 Shares 40,293 Est. Cost $10487.86 Unrealized
CVX Chevron Corp 0.8%
Value ($000) $1,746,055 Shares 19,409 Est. Cost $69.92 Unrealized -16.4%
PowerShares Build America Bond ETF 0.8%
Value ($000) $1,682,635 Shares 58,041 Est. Cost $30.44 Unrealized
BRK/B Berkshire Hathaway Inc 0.8%
Value ($000) $1,657,762 Shares 12,555 Est. Cost $144.37 Unrealized -7.0%
SunTrust Banks Inc 0.8%
Value ($000) $1,640,956 Shares 38,304 Est. Cost $41.92 Unrealized
CL Colgate-Palmolive Co 0.8%
Value ($000) $1,628,181 Shares 24,439 Est. Cost $52.19 Unrealized +0.7%
Sirona Dental Systems Inc 0.8%
Value ($000) $1,616,705 Shares 14,755 Est. Cost $87.37 Unrealized
VMC Vulcan Materials Co 0.8%
Value ($000) $1,574,127 Shares 16,575 Est. Cost $57.96 Unrealized +53.4%
Chubb Corp 0.7%
Value ($000) $1,559,713 Shares 11,759 Est. Cost $103.44 Unrealized
ECL Ecolab Inc 0.7%
Value ($000) $1,534,064 Shares 13,412 Est. Cost $102.18 Unrealized +3.0%
Anadarko Petroleum Corp 0.7%
Value ($000) $1,452,210 Shares 29,893 Est. Cost $3892.07 Unrealized
PRGO Perrigo Co PLC 0.7%
Value ($000) $1,403,898 Shares 9,702 Est. Cost $154.59 Unrealized -0.5%
MRK Merck & Co Inc 0.7%
Value ($000) $1,381,998 Shares 26,164 Est. Cost $39.14 Unrealized -6.1%
HON Honeywell International Inc 0.6%
Value ($000) $1,336,777 Shares 12,907 Est. Cost $70.38 Unrealized +5.5%
CNI Canadian National Railway Co 0.6%
Value ($000) $1,320,501 Shares 23,631 Est. Cost $55.92 Unrealized -13.2%
General Electric Co 0.6%
Value ($000) $1,294,187 Shares 41,546 Est. Cost $25.27 Unrealized
CSCO Cisco Systems Inc 0.6%
Value ($000) $1,292,279 Shares 47,589 Est. Cost $18.39 Unrealized +9.6%
OXY Occidental Petroleum Corp 0.6%
Value ($000) $1,240,575 Shares 18,349 Est. Cost $58.96 Unrealized -9.3%
MDT Medtronic PLC 0.6%
Value ($000) $1,193,029 Shares 15,510 Est. Cost $58.12 Unrealized +0.8%
NEE NextEra Energy Inc 0.6%
Value ($000) $1,185,653 Shares 11,412 Est. Cost $18.89 Unrealized +3.2%
PG Procter & Gamble Co 0.5%
Value ($000) $1,137,598 Shares 14,325 Est. Cost $62.20 Unrealized -6.9%
AXP American Express Co 0.5%
Value ($000) $1,120,450 Shares 16,110 Est. Cost $76.41 Unrealized -17.7%
SBUX Starbucks Corp 0.5%
Value ($000) $1,110,014 Shares 18,491 Est. Cost $43.18 Unrealized +14.4%
SLB Schlumberger Ltd 0.5%
Value ($000) $1,087,890 Shares 15,597 Est. Cost $61.78 Unrealized -9.2%
WestRock Co 0.5%
Value ($000) $1,085,812 Shares 23,801 Est. Cost $51266.60 Unrealized
NKE Nike Inc 0.5%
Value ($000) $1,065,250 Shares 17,044 Est. Cost $48.64 Unrealized +16.5%
EFA iShares MSCI EAFE 0.5%
Value ($000) $1,036,408 Shares 17,650 Est. Cost $7944.10 Unrealized
XYL Xylem Inc 0.5%
Value ($000) $1,010,502 Shares 27,685 Est. Cost $31.89 Unrealized +0.2%
Dow Chemical Co 0.5%
Value ($000) $1,003,928 Shares 19,501 Est. Cost $45.58 Unrealized
RHHBY Roche Holding AG 0.5%
Value ($000) $979,582 Shares 28,398 Est. Cost $35056.71 Unrealized
Praxair Inc 0.5%
Value ($000) $959,795 Shares 9,373 Est. Cost $2029.72 Unrealized
Nordstrom Inc 0.5%
Value ($000) $949,690 Shares 19,066 Est. Cost $3397.23 Unrealized
CWB SPDR Barclays Convertible Secs ETF 0.4%
Value ($000) $928,935 Shares 21,463 Est. Cost $46.89 Unrealized
PowerShares QQQ ETF 0.4%
Value ($000) $924,187 Shares 8,262 Est. Cost $12710.30 Unrealized
MAR Marriott International Inc 0.4%
Value ($000) $911,958 Shares 13,603 Est. Cost $66.18 Unrealized -0.8%
Hilton Worldwide Holdings Inc 0.4%
Value ($000) $834,535 Shares 38,997 Est. Cost $1581.88 Unrealized
PRU Prudential Financial Inc 0.4%
Value ($000) $815,321 Shares 10,015 Est. Cost $53.15 Unrealized -1.0%
VO Vanguard Mid-Cap ETF 0.4%
Value ($000) $806,058 Shares 6,711 Est. Cost $14990.19 Unrealized
Apache Corporation 0.4%
Value ($000) $789,120 Shares 17,745 Est. Cost $6799.50 Unrealized
Macquarie Infrastructure Corp 0.4%
Value ($000) $775,005 Shares 10,675 Est. Cost $71.08 Unrealized
NSC Norfolk Southern Corp 0.4%
Value ($000) $764,154 Shares 9,033 Est. Cost $85.81 Unrealized -19.4%
Pinnacle Financial Partners Inc 0.4%
Value ($000) $761,771 Shares 14,832 Est. Cost $50686.57 Unrealized
GOOG Alphabet Inc Cap Stk Cl C 0.4%
Value ($000) $754,378 Shares 994 Est. Cost $35.61 Unrealized 0.0%
IEF iShares 7-10 Year Treasury Bond 0.4%
Value ($000) $751,038 Shares 7,112 Est. Cost $18907.29 Unrealized
VZ Verizon Communications Inc 0.3%
Value ($000) $717,115 Shares 15,515 Est. Cost $27.65 Unrealized -2.6%
EMR Emerson Electric Co 0.3%
Value ($000) $715,010 Shares 14,948 Est. Cost $41.42 Unrealized -11.9%
DIS Walt Disney Co 0.3%
Value ($000) $711,706 Shares 6,773 Est. Cost $81.30 Unrealized +25.7%
Tiffany & Co 0.3%
Value ($000) $676,310 Shares 8,865 Est. Cost $1582.71 Unrealized
Halyard Health Inc 0.3%
Value ($000) $664,424 Shares 19,887 Est. Cost $5023.75 Unrealized
TJX TJX Companies Inc 0.3%
Value ($000) $657,690 Shares 9,275 Est. Cost $27.78 Unrealized +11.2%
JH Financial Opportunities 0.3%
Value ($000) $646,932 Shares 23,080 Est. Cost $23.57 Unrealized
SNY Sanofi SA 0.3%
Value ($000) $646,787 Shares 15,165 Est. Cost $6638.52 Unrealized
EL The Estee Lauder Companies Inc 0.3%
Value ($000) $628,748 Shares 7,140 Est. Cost $64.09 Unrealized +16.7%
ACE Ltd 0.3%
Value ($000) $628,419 Shares 5,378 Est. Cost $116474.80 Unrealized
ETN Eaton Corp PLC 0.3%
Value ($000) $619,744 Shares 11,909 Est. Cost $50.73 Unrealized -15.2%
IVV iShares Core S&P 500 0.3%
Value ($000) $614,519 Shares 3,124 Est. Cost $16348.93 Unrealized
RF Regions Financial Corp 0.3%
Value ($000) $610,492 Shares 63,593 Est. Cost $6.80 Unrealized -1.8%
D Dominion Resources Inc 0.3%
Value ($000) $593,541 Shares 8,775 Est. Cost $45.07 Unrealized -1.1%
GOOGL Alphabet Inc Cap Stk Cl A 0.3%
Value ($000) $577,283 Shares 742 Est. Cost $36.73 Unrealized 0.0%
GLW Corning Inc 0.3%
Value ($000) $574,156 Shares 31,409 Est. Cost $15.37 Unrealized -9.8%
BlackRock Core Bond 0.3%
Value ($000) $566,537 Shares 44,821 Est. Cost $12669.99 Unrealized
COST Costco Wholesale Corp 0.3%
Value ($000) $548,292 Shares 3,395 Est. Cost $109.42 Unrealized +21.4%
EWC iShares MSCI Canada 0.3%
Value ($000) $528,362 Shares 24,575 Est. Cost $28.86 Unrealized
Ashland Inc 0.3%
Value ($000) $527,878 Shares 5,140 Est. Cost $6814.60 Unrealized
MUNI PIMCO Intermediate Municipal Bd Actv ETF 0.3%
Value ($000) $526,188 Shares 9,750 Est. Cost $53.63 Unrealized
MDU MDU Resources Group Inc 0.2%
Value ($000) $519,353 Shares 28,349 Est. Cost $6.84 Unrealized -25.5%
NEM Newmont Mining Corp 0.2%
Value ($000) $511,815 Shares 28,450 Est. Cost $17.55 Unrealized -17.9%
CVS CVS Health Corp 0.2%
Value ($000) $503,319 Shares 5,148 Est. Cost $72.61 Unrealized 0.0%
HEDJ WisdomTree Europe Hedged Equity ETF 0.2%
Value ($000) $498,442 Shares 9,263 Est. Cost $10891.25 Unrealized
GIS General Mills Inc 0.2%
Value ($000) $498,067 Shares 8,638 Est. Cost $35.24 Unrealized +14.8%
TPH TRI Pointe Group Inc 0.2%
Value ($000) $490,227 Shares 38,692 Est. Cost $14.41 Unrealized -7.1%
VCSH Vanguard Short-Term Corporate Bond ETF 0.2%
Value ($000) $483,886 Shares 6,125 Est. Cost $79.53 Unrealized
CBT Cabot Corp 0.2%
Value ($000) $483,528 Shares 11,828 Est. Cost $34.52 Unrealized -10.5%
IDXX IDEXX Laboratories Inc 0.2%
Value ($000) $481,272 Shares 6,600 Est. Cost $69.67 Unrealized +2.4%
United States Treas Nts 0.2%
Value ($000) $478,774 Shares 450,000 Est. Cost $1063.94 Unrealized
VNQ Vanguard REIT ETF 0.2%
Value ($000) $442,581 Shares 5,551 Est. Cost $13884.30 Unrealized
DON WisdomTree MidCap Dividend ETF 0.2%
Value ($000) $440,622 Shares 5,472 Est. Cost $83.70 Unrealized
UAA Under Armour Inc 0.2%
Value ($000) $431,666 Shares 5,355 Est. Cost $34.21 Unrealized +33.3%
United States Treas Nts Tips 0.25%25 0.2%
Value ($000) $431,238 Shares 450,000 Est. Cost $958.31 Unrealized
GLD SPDR Gold Shares 0.2%
Value ($000) $426,842 Shares 4,207 Est. Cost $113.74 Unrealized
LQD iShares iBoxx $ Invst Grade Crp Bond 0.2%
Value ($000) $416,592 Shares 3,654 Est. Cost $119.42 Unrealized
AMAT Applied Materials Inc 0.2%
Value ($000) $413,459 Shares 22,145 Est. Cost $17.96 Unrealized -14.2%
WFC Wells Fargo & Co 0.2%
Value ($000) $407,482 Shares 7,496 Est. Cost $39.12 Unrealized +4.4%
HDV iShares Core High Dividend 0.2%
Value ($000) $402,286 Shares 5,480 Est. Cost $76.57 Unrealized
GD General Dynamics Corp 0.2%
Value ($000) $396,970 Shares 2,890 Est. Cost $107.02 Unrealized +7.1%
DG Dollar General Corp 0.2%
Value ($000) $389,463 Shares 5,419 Est. Cost $65.39 Unrealized -8.9%
XLV Health Care Select Sector SPDR ETF 0.2%
Value ($000) $387,521 Shares 5,380 Est. Cost $1168.40 Unrealized
AGG iShares Core US Aggregate Bond 0.2%
Value ($000) $387,215 Shares 3,585 Est. Cost $110.21 Unrealized
HD Home Depot Inc 0.2%
Value ($000) $385,047 Shares 2,911 Est. Cost $75.94 Unrealized +31.7%
SCHP Schwab US TIPS ETF 0.2%
Value ($000) $367,470 Shares 6,916 Est. Cost $53887.33 Unrealized
IXN iShares Global Tech 0.2%
Value ($000) $366,675 Shares 3,760 Est. Cost $3333.56 Unrealized
IGIB iShares Intermediate Credit Bond 0.2%
Value ($000) $365,288 Shares 3,405 Est. Cost $109.40 Unrealized
IGM iShares North American Tech 0.2%
Value ($000) $361,845 Shares 3,269 Est. Cost $101.87 Unrealized
LOW Lowe's Companies Inc 0.2%
Value ($000) $360,429 Shares 4,740 Est. Cost $49.62 Unrealized +24.4%
NOC Northrop Grumman Corp 0.2%
Value ($000) $358,739 Shares 1,900 Est. Cost $114.24 Unrealized +36.2%
VTI Vanguard Total Stock Market ETF 0.2%
Value ($000) $357,644 Shares 3,429 Est. Cost $106184.73 Unrealized
GILD Gilead Sciences Inc 0.2%
Value ($000) $354,670 Shares 3,505 Est. Cost $73.58 Unrealized -0.9%
IGSB iShares 1-3 Year Credit Bond 0.2%
Value ($000) $350,410 Shares 3,350 Est. Cost $105.23 Unrealized
ATO Atmos Energy Corp 0.2%
Value ($000) $346,720 Shares 5,500 Est. Cost $40.22 Unrealized +20.1%
DOV Dover Corp 0.2%
Value ($000) $343,949 Shares 5,610 Est. Cost $50.83 Unrealized -16.3%
IBB iShares Nasdaq Biotechnology 0.2%
Value ($000) $343,066 Shares 1,014 Est. Cost $303.15 Unrealized
Stericycle Inc 0.2%
Value ($000) $342,504 Shares 2,840 Est. Cost $131.53 Unrealized
EFG iShares MSCI EAFE Growth 0.2%
Value ($000) $340,479 Shares 5,071 Est. Cost $67251.71 Unrealized
UNM Unum Group 0.2%
Value ($000) $338,725 Shares 10,175 Est. Cost $33.76 Unrealized +2.1%
MCD McDonald's Corp 0.2%
Value ($000) $333,835 Shares 2,825 Est. Cost $70.55 Unrealized +23.7%
BDX Becton Dickinson & Co 0.2%
Value ($000) $326,670 Shares 2,120 Est. Cost $120.17 Unrealized +2.7%
BMY Bristol-Myers Squibb Company 0.2%
Value ($000) $323,656 Shares 4,705 Est. Cost $38.91 Unrealized +20.0%
NVDA NVIDIA Corp 0.2%
Value ($000) $322,118 Shares 9,773 Est. Cost $0.71 Unrealized +3.1%
DVY iShares Select Dividend 0.2%
Value ($000) $320,965 Shares 4,271 Est. Cost $79.33 Unrealized
IJR iShares Core S&P Small-Cap 0.2%
Value ($000) $316,015 Shares 2,870 Est. Cost $114.29 Unrealized
MUB iShares National AMT-Free Muni Bond 0.2%
Value ($000) $314,084 Shares 2,837 Est. Cost $12390.27 Unrealized
DUK Duke Energy Corporation 0.1%
Value ($000) $306,051 Shares 4,287 Est. Cost $50.97 Unrealized -9.0%
Nuveen S&P 500 Buy-Write Income 0.1%
Value ($000) $302,282 Shares 22,508 Est. Cost $4393.61 Unrealized
KHC Kraft Heinz Co 0.1%
Value ($000) $299,771 Shares 4,120 Est. Cost $47.82 Unrealized -1.6%
IBM International Business Machines Corp 0.1%
Value ($000) $290,653 Shares 2,112 Est. Cost $100.47 Unrealized -12.9%
Diebold Inc 0.1%
Value ($000) $287,660 Shares 9,560 Est. Cost $34.65 Unrealized
IWM iShares Russell 2000 0.1%
Value ($000) $284,027 Shares 2,522 Est. Cost $112398.84 Unrealized
Allergan Plc Shs 0.1%
Value ($000) $268,437 Shares 859 Est. Cost $303459.12 Unrealized
BB&T Corp 0.1%
Value ($000) $259,452 Shares 6,862 Est. Cost $5713.49 Unrealized
Nuance Communications Inc 0.1%
Value ($000) $258,570 Shares 13,000 Est. Cost $14.20 Unrealized
TIP iShares TIPS Bond 0.1%
Value ($000) $249,851 Shares 2,278 Est. Cost $112049.71 Unrealized
Atlantic Cap Bancshares Inc 0.1%
Value ($000) $241,887 Shares 16,147 Est. Cost $14980.31 Unrealized
Laboratory Corp of America Hldgs 0.1%
Value ($000) $236,276 Shares 1,911 Est. Cost $117040.10 Unrealized
HAIN The Hain Celestial Group Inc 0.1%
Value ($000) $234,665 Shares 5,810 Est. Cost $46.18 Unrealized -1.8%
RSG Republic Services Inc 0.1%
Value ($000) $233,147 Shares 5,300 Est. Cost $32.00 Unrealized +14.5%
Canadian Pac Ry Ltd Com 0.1%
Value ($000) $231,594 Shares 1,815 Est. Cost $192.86 Unrealized
ISHXF Ishares Canadn Govt Bd Idx Etf Unit 0.1%
Value ($000) $226,594 Shares 14,260 Est. Cost $17736.09 Unrealized
SRE Sempra Energy 0.1%
Value ($000) $223,273 Shares 2,375 Est. Cost $38.47 Unrealized -6.8%
AWK American Water Works Co Inc 0.1%
Value ($000) $222,568 Shares 3,725 Est. Cost $43.91 Unrealized +8.0%
META Facebook Inc 0.1%
Value ($000) $216,960 Shares 2,073 Est. Cost $89.00 Unrealized +14.6%
COP ConocoPhillips 0.1%
Value ($000) $203,479 Shares 4,358 Est. Cost $47.80 Unrealized -19.7%
XLE Energy Select Sector SPDR ETF 0.1%
Value ($000) $202,472 Shares 3,356 Est. Cost $9019.78 Unrealized
WMT Wal-Mart Stores Inc 0.1%
Value ($000) $196,653 Shares 3,208 Est. Cost $16.77 Unrealized -0.8%
CMI Cummins Inc 0.1%
Value ($000) $195,822 Shares 2,225 Est. Cost $104.54 Unrealized -27.5%
PM Philip Morris International Inc 0.1%
Value ($000) $192,347 Shares 2,188 Est. Cost $49.20 Unrealized +6.3%
BMO Bank Montreal Que Com 0.1%
Value ($000) $183,816 Shares 3,258 Est. Cost $40.20 Unrealized -5.0%
Mobileye NV 0.1%
Value ($000) $183,199 Shares 4,333 Est. Cost $51718.57 Unrealized
PowerShares S&P Em Mkts Low Volatil ETF 0.1%
Value ($000) $182,914 Shares 9,015 Est. Cost $25.62 Unrealized
IWV iShares Russell 3000 0.1%
Value ($000) $182,269 Shares 1,515 Est. Cost $115796.24 Unrealized
BIIB Biogen Inc 0.1%
Value ($000) $180,746 Shares 590 Est. Cost $323.51 Unrealized -11.2%
WMB Williams Companies Inc 0.1%
Value ($000) $179,257 Shares 6,975 Est. Cost $27.17 Unrealized -28.0%
UNP Union Pacific Corp 0.1%
Value ($000) $178,921 Shares 2,288 Est. Cost $88.15 Unrealized -22.5%
E I du Pont de Nemours & Co 0.1%
Value ($000) $177,555 Shares 2,666 Est. Cost $73.91 Unrealized
PCH Potlatch Corp 0.1%
Value ($000) $176,904 Shares 5,850 Est. Cost $1646.23 Unrealized
UNH UnitedHealth Group Inc 0.1%
Value ($000) $176,460 Shares 1,500 Est. Cost $99.59 Unrealized -0.3%
XLK Technology Select Sector SPDR ETF 0.1%
Value ($000) $168,108 Shares 3,925 Est. Cost $41405.41 Unrealized
WWW Wolverine World Wide Inc 0.1%
Value ($000) $167,250 Shares 10,009 Est. Cost $15.57 Unrealized 0.0%
IYW iShares US Technology 0.1%
Value ($000) $165,896 Shares 1,550 Est. Cost $104669.70 Unrealized
XLF Financial Select Sector SPDR ETF 0.1%
Value ($000) $162,496 Shares 6,819 Est. Cost $24379.97 Unrealized
VTIP Vanguard Short-Term Infl-Prot Secs ETF 0.1%
Value ($000) $160,667 Shares 3,323 Est. Cost $48679.81 Unrealized
MO Altria Group Inc 0.1%
Value ($000) $158,540 Shares 2,723 Est. Cost $25.32 Unrealized +16.4%
PSX Phillips 66 0.1%
Value ($000) $157,137 Shares 1,921 Est. Cost $53.72 Unrealized +10.0%
ABBV AbbVie Inc 0.1%
Value ($000) $156,097 Shares 2,635 Est. Cost $42.33 Unrealized -10.3%
EPD Enterprise Products Partners LP 0.1%
Value ($000) $153,633 Shares 6,006 Est. Cost $36.03 Unrealized
XHB SPDR S&P Homebuilders ETF 0.1%
Value ($000) $152,579 Shares 4,464 Est. Cost $36570.20 Unrealized
PFE Pfizer Inc 0.1%
Value ($000) $152,426 Shares 4,722 Est. Cost $20.78 Unrealized -1.9%
IYT iShares Transportation Average 0.1%
Value ($000) $152,244 Shares 1,130 Est. Cost $142666.33 Unrealized
XLI Industrial Select Sector SPDR ETF 0.1%
Value ($000) $151,184 Shares 2,852 Est. Cost $54059.86 Unrealized
VIG Vanguard Dividend Appreciation ETF 0.1%
Value ($000) $150,538 Shares 1,935 Est. Cost $78496.09 Unrealized
VNQI Vanguard Global ex-US Real Estate ETF 0.1%
Value ($000) $149,537 Shares 2,926 Est. Cost $55460.32 Unrealized
VTV Vanguard Value ETF 0.1%
Value ($000) $146,083 Shares 1,792 Est. Cost $81519.53 Unrealized
CHD Church & Dwight Company Inc 0.1%
Value ($000) $145,144 Shares 1,710 Est. Cost $36.39 Unrealized +3.1%
EZU iShares MSCI Eurozone 0.1%
Value ($000) $144,294 Shares 4,118 Est. Cost $36.34 Unrealized
Time Warner Cable Inc 0.1%
Value ($000) $141,790 Shares 764 Est. Cost $178168.84 Unrealized
Bombardier Inc 0.1%
Value ($000) $138,626 Shares 144,420 Est. Cost $1769.14 Unrealized
TM Toyota Motor Corp 0.1%
Value ($000) $137,189 Shares 1,115 Est. Cost $131829.03 Unrealized
United States Treas Bds 0.1%
Value ($000) $137,043 Shares 100,000 Est. Cost $1370.43 Unrealized
VV Vanguard Large-Cap ETF 0.1%
Value ($000) $136,977 Shares 1,465 Est. Cost $94709.21 Unrealized
MAA Mid-America Apartment Communities 0.1%
Value ($000) $136,215 Shares 1,500 Est. Cost $52.27 Unrealized +17.2%
Magellan Midstream Partners LP 0.1%
Value ($000) $135,840 Shares 2,000 Est. Cost $82.50 Unrealized
FLOT iShares Floating Rate Bond 0.1%
Value ($000) $133,918 Shares 2,655 Est. Cost $50639.93 Unrealized
ACN Accenture PLC 0.1%
Value ($000) $132,192 Shares 1,265 Est. Cost $88.14 Unrealized +2.1%
MDLZ Mondelez International Inc 0.1%
Value ($000) $131,515 Shares 2,933 Est. Cost $30.85 Unrealized +15.0%
PIMCO Dynamic Credit Income 0.1%
Value ($000) $130,717 Shares 7,250 Est. Cost $20.62 Unrealized
Wabco Holdings Inc 0.1%
Value ($000) $130,074 Shares 1,272 Est. Cost $123719.34 Unrealized
United States Treas Bds 0.1%
Value ($000) $128,156 Shares 100,000 Est. Cost $1281.56 Unrealized
C Citigroup Inc 0.1%
Value ($000) $127,822 Shares 2,470 Est. Cost $40.61 Unrealized -2.4%
DHR Danaher Corp 0.1%
Value ($000) $127,420 Shares 1,371 Est. Cost $34.86 Unrealized +9.6%
TGT Target Corp 0.1%
Value ($000) $126,341 Shares 1,740 Est. Cost $59.06 Unrealized -6.4%
Southwestern Energy Co 0.1%
Value ($000) $125,811 Shares 17,695 Est. Cost $2532.55 Unrealized
Synovus Financial Corp 0.1%
Value ($000) $124,403 Shares 3,841 Est. Cost $30827.91 Unrealized
DEO Diageo PLC 0.1%
Value ($000) $122,703 Shares 1,125 Est. Cost $115945.35 Unrealized
Spectra Energy Corp 0.1%
Value ($000) $122,287 Shares 5,108 Est. Cost $36.32 Unrealized
BNDX Vanguard Total International Bond ETF 0.1%
Value ($000) $122,205 Shares 2,311 Est. Cost $53.14 Unrealized
BAC Bank of America Corporation 0.1%
Value ($000) $122,017 Shares 7,250 Est. Cost $13.13 Unrealized +3.2%
AGL Resources Inc 0.1%
Value ($000) $121,239 Shares 1,900 Est. Cost $46560.00 Unrealized
SYK Stryker Corporation 0.1%
Value ($000) $120,541 Shares 1,296 Est. Cost $83.78 Unrealized +1.7%
SO Southern Co 0.1%
Value ($000) $120,063 Shares 2,566 Est. Cost $27.79 Unrealized +6.6%
ProShares UltraShort S&P500 0.1%
Value ($000) $119,580 Shares 6,000 Est. Cost $21060.00 Unrealized
BSV Vanguard Short-Term Bond ETF 0.1%
Value ($000) $119,355 Shares 1,500 Est. Cost $80189.51 Unrealized
TSLA Tesla Motors Inc 0.1%
Value ($000) $115,684 Shares 482 Est. Cost $15.84 Unrealized -5.5%
BP BP PLC 0.1%
Value ($000) $115,411 Shares 3,692 Est. Cost $35105.39 Unrealized
IP International Paper Co 0.1%
Value ($000) $111,216 Shares 2,950 Est. Cost $31.50 Unrealized -21.0%
MS Morgan Stanley 0.1%
Value ($000) $111,016 Shares 3,490 Est. Cost $28.24 Unrealized -11.5%
KRE SPDR S&P Regional Banking ETF 0.1%
Value ($000) $110,668 Shares 2,640 Est. Cost $43744.19 Unrealized
Commerce Union Bancshares Inc 0.1%
Value ($000) $109,172 Shares 7,963 Est. Cost $14399.98 Unrealized
LMT Lockheed Martin Corp 0.1%
Value ($000) $108,575 Shares 500 Est. Cost $144.57 Unrealized +14.4%
QCOM Qualcomm Inc 0.1%
Value ($000) $108,017 Shares 2,161 Est. Cost $53.34 Unrealized -25.0%
United States Treas Nts 0.1%
Value ($000) $107,277 Shares 100,000 Est. Cost $1072.77 Unrealized
United States Treas Nts Tips 0.625%21 0.1%
Value ($000) $106,219 Shares 100,000 Est. Cost $1062.19 Unrealized
IVW iShares S&P 500 Growth 0.1%
Value ($000) $106,188 Shares 917 Est. Cost $113859.32 Unrealized
AFL Aflac Inc 0.1%
Value ($000) $106,023 Shares 1,770 Est. Cost $24.64 Unrealized -0.4%
United States Treas Nts 0.1%
Value ($000) $104,806 Shares 100,000 Est. Cost $1048.06 Unrealized
IJK iShares S&P Mid-Cap 400 Growth 0.0%
Value ($000) $103,819 Shares 645 Est. Cost $169499.22 Unrealized
Citrix Systems Inc 0.0%
Value ($000) $103,262 Shares 1,365 Est. Cost $70159.81 Unrealized
F Ford Motor Co 0.0%
Value ($000) $101,724 Shares 7,219 Est. Cost $8.75 Unrealized -4.7%
United States Treas Nts 0.0%
Value ($000) $100,279 Shares 100,000 Est. Cost $1002.79 Unrealized
NJR New Jersey Resources Corp 0.0%
Value ($000) $98,880 Shares 3,000 Est. Cost $21.03 Unrealized +4.3%
APD Air Products & Chemicals Inc 0.0%
Value ($000) $97,582 Shares 750 Est. Cost $104.89 Unrealized -6.6%
ADP Automatic Data Processing Inc 0.0%
Value ($000) $95,310 Shares 1,125 Est. Cost $67.60 Unrealized +2.3%
IEV iShares Europe 0.0%
Value ($000) $95,060 Shares 2,370 Est. Cost $1879.31 Unrealized
NSRGY Nestle SA 0.0%
Value ($000) $93,769 Shares 1,260 Est. Cost $72213.17 Unrealized
United States Treas Nts 0.0%
Value ($000) $93,760 Shares 95,000 Est. Cost $986.95 Unrealized
KMI Kinder Morgan, Inc. 0.0%
Value ($000) $92,280 Shares 6,185 Est. Cost $21.62 Unrealized -33.9%
Piedmont Natural Gas Co 0.0%
Value ($000) $91,232 Shares 1,600 Est. Cost $35310.00 Unrealized
Alcoa Inc 0.0%
Value ($000) $89,704 Shares 9,088 Est. Cost $10244.73 Unrealized
BlackRock Taxable Municipal Bond Trust 0.0%
Value ($000) $88,116 Shares 4,200 Est. Cost $19870.00 Unrealized
EWG iShares MSCI Germany 0.0%
Value ($000) $87,081 Shares 3,325 Est. Cost $27.41 Unrealized
PYPL Paypal Hldgs Inc 0.0%
Value ($000) $86,554 Shares 2,391 Est. Cost $35.74 Unrealized -1.5%
SCHG Schwab US Large-Cap Growth ETF 0.0%
Value ($000) $86,109 Shares 1,629 Est. Cost $52860.04 Unrealized
Invesco Mortgage Capital Inc 0.0%
Value ($000) $83,632 Shares 6,750 Est. Cost $14320.00 Unrealized
FCX Freeport-McMoRan Inc 0.0%
Value ($000) $82,594 Shares 12,200 Est. Cost $24.27 Unrealized -64.4%
FHN First Horizon National Corp 0.0%
Value ($000) $82,560 Shares 5,686 Est. Cost $10.47 Unrealized -1.1%
AZN AstraZeneca PLC 0.0%
Value ($000) $81,480 Shares 2,400 Est. Cost $46210.63 Unrealized
Dr Pepper Snapple Group Inc 0.0%
Value ($000) $81,084 Shares 870 Est. Cost $72900.00 Unrealized
Time Warner Inc 0.0%
Value ($000) $80,772 Shares 1,249 Est. Cost $87409.93 Unrealized
United States Treas Nts 0.0%
Value ($000) $80,236 Shares 75,000 Est. Cost $1069.81 Unrealized
CR Bard Inc 0.0%
Value ($000) $80,133 Shares 423 Est. Cost $170699.08 Unrealized
BK Bank of New York Mellon Corp 0.0%
Value ($000) $79,843 Shares 1,937 Est. Cost $32.66 Unrealized -0.6%
Guggenheim Spin-Off ETF 0.0%
Value ($000) $79,763 Shares 2,075 Est. Cost $44.76 Unrealized
BHB Bar Harbor Bankshares 0.0%
Value ($000) $78,236 Shares 2,273 Est. Cost $16.16 Unrealized -2.7%
XIFR NextEra Energy Partners LP 0.0%
Value ($000) $77,013 Shares 2,580 Est. Cost $26.14 Unrealized 0.0%
XLU Utilities Select Sector SPDR ETF 0.0%
Value ($000) $76,272 Shares 1,762 Est. Cost $42271.33 Unrealized
ORCL Oracle Corp 0.0%
Value ($000) $74,886 Shares 2,050 Est. Cost $37.00 Unrealized -11.3%
GlaxoSmithKline PLC 0.0%
Value ($000) $73,840 Shares 1,830 Est. Cost $40761.84 Unrealized
PRLB Proto Labs Inc 0.0%
Value ($000) $73,561 Shares 1,155 Est. Cost $70.59 Unrealized -8.6%
United States Treas Nts 0.0%
Value ($000) $72,751 Shares 70,000 Est. Cost $1039.30 Unrealized
RNST Renasant Corp 0.0%
Value ($000) $70,506 Shares 2,049 Est. Cost $32.12 Unrealized +9.7%
VWO Vanguard FTSE Emerging Markets ETF 0.0%
Value ($000) $67,873 Shares 2,075 Est. Cost $40.00 Unrealized
DIA SPDR Dow Jones Industrial Average ETF 0.0%
Value ($000) $67,856 Shares 390 Est. Cost $175820.00 Unrealized
SYF Synchrony Financial 0.0%
Value ($000) $67,814 Shares 2,230 Est. Cost $25.00 Unrealized 0.0%
CAT Caterpillar Inc 0.0%
Value ($000) $66,084 Shares 972 Est. Cost $71.84 Unrealized -24.0%
USB U.S. Bancorp 0.0%
Value ($000) $64,431 Shares 1,510 Est. Cost $29.91 Unrealized -1.0%
ITOT iShares Core S&P Total US Stock Mkt 0.0%
Value ($000) $63,144 Shares 680 Est. Cost $94379.06 Unrealized
VDE Vanguard Energy ETF 0.0%
Value ($000) $62,589 Shares 753 Est. Cost $104187.73 Unrealized
United States Treas Nts 0.0%
Value ($000) $62,485 Shares 60,000 Est. Cost $1041.42 Unrealized
GVI iShares Interm Government/Credit Bd 0.0%
Value ($000) $62,477 Shares 570 Est. Cost $110568.66 Unrealized
iShares Gold Trust 0.0%
Value ($000) $61,891 Shares 6,050 Est. Cost $11.42 Unrealized
PowerShares Dynamic Building & Const ETF 0.0%
Value ($000) $61,880 Shares 2,600 Est. Cost $23680.00 Unrealized
APA Stock 0.0%
Value ($000) $61,704 Shares 900 Est. Cost $68560.00 Unrealized
United States Treas Nts 0.0%
Value ($000) $61,019 Shares 60,000 Est. Cost $1016.98 Unrealized
VEA Vanguard FTSE Developed Markets ETF 0.0%
Value ($000) $60,037 Shares 1,635 Est. Cost $36571.27 Unrealized
Central Fd Cda Ltd Cl A 0.0%
Value ($000) $59,940 Shares 6,000 Est. Cost $11660.00 Unrealized
United States Treas Nts 0.0%
Value ($000) $59,851 Shares 60,000 Est. Cost $997.52 Unrealized
FSLR First Solar Inc 0.0%
Value ($000) $59,391 Shares 900 Est. Cost $55.86 Unrealized +0.4%
Tableau Software Inc 0.0%
Value ($000) $59,358 Shares 630 Est. Cost $92751.35 Unrealized
BND Vanguard Total Bond Market ETF 0.0%
Value ($000) $58,793 Shares 728 Est. Cost $81540.85 Unrealized
NUE Nucor Corp 0.0%
Value ($000) $58,636 Shares 1,455 Est. Cost $37.23 Unrealized -12.9%
United States Treas Nts Inflation Index Tips Note-A-2019 2.125% 01/15/19 B/E Dtd 0.0%
Value ($000) $58,612 Shares 50,000 Est. Cost $1172.24 Unrealized
Chicago Bridge & Iron Co 0.0%
Value ($000) $58,485 Shares 1,500 Est. Cost $50040.00 Unrealized
AEP American Electric Power Co Inc 0.0%
Value ($000) $58,270 Shares 1,000 Est. Cost $37.99 Unrealized +4.3%
GM General Motors Co 0.0%
Value ($000) $57,817 Shares 1,700 Est. Cost $26.72 Unrealized +3.7%
WM Waste Management Inc 0.0%
Value ($000) $57,639 Shares 1,080 Est. Cost $40.91 Unrealized +7.3%
EWL iShares MSCI Switzerland Capped 0.0%
Value ($000) $57,424 Shares 1,850 Est. Cost $32749.73 Unrealized
Agrium Inc Com 0.0%
Value ($000) $56,730 Shares 635 Est. Cost $105949.75 Unrealized
Raytheon Co 0.0%
Value ($000) $56,038 Shares 450 Est. Cost $105296.30 Unrealized
SDY SPDR S&P Dividend ETF 0.0%
Value ($000) $55,913 Shares 760 Est. Cost $76209.30 Unrealized
HD Supply Holdings Inc 0.0%
Value ($000) $54,504 Shares 1,815 Est. Cost $33149.36 Unrealized
McDermott International Inc 0.0%
Value ($000) $54,487 Shares 16,265 Est. Cost $4836.20 Unrealized
TLT iShares 20+ Year Treasury Bond 0.0%
Value ($000) $54,325 Shares 450 Est. Cost $117460.00 Unrealized
AAL American Airlines Group Inc 0.0%
Value ($000) $53,657 Shares 1,267 Est. Cost $43.35 Unrealized -4.5%
AOS A O Smith Corp 0.0%
Value ($000) $53,627 Shares 700 Est. Cost $29.03 Unrealized +10.1%
VTR Ventas Inc 0.0%
Value ($000) $53,326 Shares 945 Est. Cost $34.92 Unrealized 0.0%
Express Scripts Holding Co 0.0%
Value ($000) $52,883 Shares 605 Est. Cost $88938.84 Unrealized
Buckeye Partners LP 0.0%
Value ($000) $52,768 Shares 800 Est. Cost $73930.00 Unrealized
United States Treas Nts 0.0%
Value ($000) $52,171 Shares 50,000 Est. Cost $1043.42 Unrealized
United States Treas Nts 0.0%
Value ($000) $52,099 Shares 50,000 Est. Cost $1041.98 Unrealized
MKC McCormick & Company Inc 0.0%
Value ($000) $51,763 Shares 605 Est. Cost $31.80 Unrealized +9.4%
IYE iShares US Energy 0.0%
Value ($000) $51,636 Shares 1,525 Est. Cost $42379.67 Unrealized
United States Treas Bds 0.0%
Value ($000) $51,628 Shares 40,000 Est. Cost $1290.70 Unrealized
SCHM Schwab US Mid-Cap ETF 0.0%
Value ($000) $51,420 Shares 1,283 Est. Cost $40077.94 Unrealized
United States Treas Nts 0.0%
Value ($000) $50,562 Shares 50,000 Est. Cost $1011.24 Unrealized
United States Treas Nts Tips 0.625%24 0.0%
Value ($000) $50,369 Shares 50,000 Est. Cost $1007.38 Unrealized
United States Treas Nts 0.0%
Value ($000) $50,236 Shares 50,000 Est. Cost $1004.72 Unrealized
XLY Consumer Discret Sel Sect SPDR ETF 0.0%
Value ($000) $50,022 Shares 640 Est. Cost $76432.61 Unrealized
ARM Holdings PLC 0.0%
Value ($000) $49,537 Shares 1,095 Est. Cost $49269.41 Unrealized
United States Treas Nts 0.0%
Value ($000) $49,426 Shares 50,000 Est. Cost $988.52 Unrealized
Energen Corp 0.0%
Value ($000) $49,188 Shares 1,200 Est. Cost $68300.00 Unrealized
BNS Bank N S Halifax Com 0.0%
Value ($000) $48,730 Shares 1,205 Est. Cost $31.00 Unrealized -13.3%
United States Treas Nts 0.0%
Value ($000) $48,701 Shares 50,000 Est. Cost $974.02 Unrealized
M Macy's Inc 0.0%
Value ($000) $48,272 Shares 1,380 Est. Cost $60.49 Unrealized -28.4%
ZTS Zoetis Inc 0.0%
Value ($000) $47,920 Shares 1,000 Est. Cost $43.97 Unrealized -5.0%
Encana Corp 0.0%
Value ($000) $47,846 Shares 9,400 Est. Cost $11020.00 Unrealized
XLB Materials Select Sector SPDR ETF 0.0%
Value ($000) $46,493 Shares 1,070 Est. Cost $48024.35 Unrealized
IWN iShares Russell 2000 Value Index Fund 0.0%
Value ($000) $45,970 Shares 500 Est. Cost $101960.00 Unrealized
ABT Abbott Laboratories 0.0%
Value ($000) $45,628 Shares 1,016 Est. Cost $39.33 Unrealized -7.1%
ADSK Autodesk Inc 0.0%
Value ($000) $44,905 Shares 737 Est. Cost $57.94 Unrealized +0.2%
TIAA Traditional 0.0%
Value ($000) $44,703 Shares 44,703 Est. Cost $1000.00 Unrealized
EMC Corp 0.0%
Value ($000) $43,091 Shares 1,678 Est. Cost $26389.76 Unrealized
Guggenheim S&P 500 Equal Weight ETF 0.0%
Value ($000) $42,918 Shares 560 Est. Cost $79800.00 Unrealized
Vectren Corp 0.0%
Value ($000) $42,420 Shares 1,000 Est. Cost $38480.00 Unrealized
LLY Eli Lilly and Co 0.0%
Value ($000) $42,130 Shares 500 Est. Cost $55.36 Unrealized +25.9%
U S Treas Sec Stripped Int Pmt 0.0%
Value ($000) $42,062 Shares 46,000 Est. Cost $914.39 Unrealized
VOE Vanguard Mid-Cap Value ETF 0.0%
Value ($000) $41,256 Shares 480 Est. Cost $87538.02 Unrealized
PowerShares Intl Div Achiev ETF 0.0%
Value ($000) $40,943 Shares 3,015 Est. Cost $17090.00 Unrealized
CAC Camden National Corp 0.0%
Value ($000) $40,739 Shares 924 Est. Cost $17.85 Unrealized +11.4%
ALL Allstate Corp 0.0%
Value ($000) $40,606 Shares 654 Est. Cost $52.54 Unrealized -5.3%
VVAEINV Equity Income Portfolio 0.0%
Value ($000) $38,411 Shares 542 Est. Cost $70869.00 Unrealized
Splunk Inc 0.0%
Value ($000) $37,932 Shares 645 Est. Cost $62579.70 Unrealized
U S Treas Sec Stripped Int Pmt 0.0%
Value ($000) $37,844 Shares 38,000 Est. Cost $995.89 Unrealized
Homebancorp Inc 0.0%
Value ($000) $37,720 Shares 4,000 Est. Cost $9430.00 Unrealized
IDV iShares International Select Dividend 0.0%
Value ($000) $37,610 Shares 1,310 Est. Cost $32329.81 Unrealized
EOG EOG Resources Inc 0.0%
Value ($000) $37,518 Shares 530 Est. Cost $63.74 Unrealized -6.2%
Mallinckrodt PLC 0.0%
Value ($000) $37,315 Shares 500 Est. Cost $99.05 Unrealized
IJT iShares S&P Small-Cap 600 Growth 0.0%
Value ($000) $37,293 Shares 300 Est. Cost $131000.00 Unrealized
NYF iShares New York AMT-Free Muni Bond 0.0%
Value ($000) $36,489 Shares 326 Est. Cost $109990.74 Unrealized
XLP Consumer Staples Select Sector SPDR ETF 0.0%
Value ($000) $36,319 Shares 719 Est. Cost $47561.51 Unrealized
TOL Toll Brothers Inc 0.0%
Value ($000) $36,130 Shares 1,085 Est. Cost $37.36 Unrealized -4.5%
Pioneer Natural Resources Co 0.0%
Value ($000) $35,858 Shares 286 Est. Cost $138688.81 Unrealized
Enbridge Energy Partners LP 0.0%
Value ($000) $35,758 Shares 1,550 Est. Cost $32999.02 Unrealized
MCK McKesson Corp 0.0%
Value ($000) $35,501 Shares 180 Est. Cost $213.12 Unrealized -18.1%
VLO Valero Energy Corp 0.0%
Value ($000) $35,355 Shares 500 Est. Cost $38.94 Unrealized +16.8%
KN Knowles Corp 0.0%
Value ($000) $35,324 Shares 2,650 Est. Cost $19.39 Unrealized -12.0%
Wpx Energy Inc 0.0%
Value ($000) $34,916 Shares 6,083 Est. Cost $12279.93 Unrealized
Coca-Cola Enterprises Inc 0.0%
Value ($000) $34,468 Shares 700 Est. Cost $43440.00 Unrealized
TXT Textron Inc 0.0%
Value ($000) $33,608 Shares 800 Est. Cost $44.73 Unrealized -8.9%
PGR Progressive Corp 0.0%
Value ($000) $33,231 Shares 1,045 Est. Cost $20.09 Unrealized +16.5%
AMP Ameriprise Financial Inc 0.0%
Value ($000) $32,990 Shares 310 Est. Cost $101.78 Unrealized -11.4%
ISDXF Ishares Canadn Corp Bd Idx Etf Unit 0.0%
Value ($000) $32,159 Shares 2,100 Est. Cost $17263.33 Unrealized
SPDR Nuveen Barclays Municipal Bond ETF 0.0%
Value ($000) $31,694 Shares 1,300 Est. Cost $23720.00 Unrealized
Select Sector Spdr Tr Finl Svcs Selc 0.0%
Value ($000) $31,559 Shares 1,022 Est. Cost $30879.65 Unrealized
EWA iShares MSCI Australia 0.0%
Value ($000) $31,473 Shares 1,660 Est. Cost $21029.82 Unrealized
Guggenheim S&P Global Water ETF 0.0%
Value ($000) $31,373 Shares 1,156 Est. Cost $28579.69 Unrealized
BOND PIMCO Total Return Active ETF 0.0%
Value ($000) $31,266 Shares 300 Est. Cost $107000.00 Unrealized
Panera Bread Co Inc 0.0%
Value ($000) $31,164 Shares 160 Est. Cost $181017.19 Unrealized
PowerShares DB Agriculture ETF 0.0%
Value ($000) $30,915 Shares 1,500 Est. Cost $23350.00 Unrealized
American Intl Group Inc Wt Exp 011921 0.0%
Value ($000) $30,888 Shares 1,300 Est. Cost $27710.00 Unrealized
DLTR Dollar Tree Stores Inc 0.0%
Value ($000) $30,888 Shares 400 Est. Cost $79.07 Unrealized -11.6%
VFC VF Corp 0.0%
Value ($000) $30,689 Shares 493 Est. Cost $68.04 Unrealized -8.3%
Merrill Lynch Capital Trust II 0.0%
Value ($000) $30,466 Shares 1,199 Est. Cost $25409.51 Unrealized
VSS Vanguard FTSE All-World ex-US Sm-Cp ETF 0.0%
Value ($000) $30,461 Shares 328 Est. Cost $101919.66 Unrealized
ISDJF Ishares Cad Select Dvd Idx Etf Unit 0.0%
Value ($000) $30,038 Shares 2,000 Est. Cost $18769.50 Unrealized
IUSG iShares Core US Growth 0.0%
Value ($000) $30,036 Shares 370 Est. Cost $80011.84 Unrealized
CSX CSX Corp 0.0%
Value ($000) $29,842 Shares 1,150 Est. Cost $9.83 Unrealized -20.7%
EFAV iShares MSCI EAFE Minimum Volatility 0.0%
Value ($000) $29,840 Shares 460 Est. Cost $65289.13 Unrealized
Aqua America Inc 0.0%
Value ($000) $29,800 Shares 1,000 Est. Cost $24490.00 Unrealized
IRSHF Ishares Cor S&p Tsx Cp Cmp Etf Unit 0.0%
Value ($000) $29,663 Shares 2,000 Est. Cost $18425.00 Unrealized
VOD Vodafone Group PLC 0.0%
Value ($000) $29,453 Shares 913 Est. Cost $35565.02 Unrealized
VOT Vanguard Mid-Cap Growth ETF 0.0%
Value ($000) $29,414 Shares 295 Est. Cost $99000.92 Unrealized
WMMVY Wal - Mart de Mexico SAB de CV 0.0%
Value ($000) $29,015 Shares 1,152 Est. Cost $24466.54 Unrealized
SMBK SmartFinancial Inc 0.0%
Value ($000) $28,962 Shares 1,800 Est. Cost $15.65 Unrealized -2.3%
Kansas City Southern Inc 0.0%
Value ($000) $28,747 Shares 385 Est. Cost $74667.53 Unrealized
Amarin Corp PLC 0.0%
Value ($000) $28,350 Shares 15,000 Est. Cost $2.33 Unrealized
AMGN Amgen Inc 0.0%
Value ($000) $27,596 Shares 170 Est. Cost $117.59 Unrealized -0.9%
PowerShares Dividend Achievers ETF 0.0%
Value ($000) $27,228 Shares 1,325 Est. Cost $20709.47 Unrealized
ALARX Alger Cap App Institutional I 0.0%
Value ($000) $27,075 Shares 794 Est. Cost $34099.50 Unrealized
GNRC Generac Holdings Inc 0.0%
Value ($000) $26,793 Shares 900 Est. Cost $43.23 Unrealized -30.7%
SUB iShares ST National AMTFree Muni Bnd 0.0%
Value ($000) $26,487 Shares 250 Est. Cost $105668.00 Unrealized
AVT Avnet Inc 0.0%
Value ($000) $25,918 Shares 605 Est. Cost $33.33 Unrealized +7.3%
VAC Marriott Vacations Worldwide Corp 0.0%
Value ($000) $25,855 Shares 454 Est. Cost $85.26 Unrealized -27.2%
BIV Vanguard Intermediate-Term Bond ETF 0.0%
Value ($000) $25,748 Shares 310 Est. Cost $83286.05 Unrealized
HEEM iShares Currency Hedged MSCI Emerg Mkts 0.0%
Value ($000) $25,500 Shares 1,275 Est. Cost $20000.00 Unrealized
Broadcom Corp 0.0%
Value ($000) $25,151 Shares 435 Est. Cost $53306.43 Unrealized
Kellogg Co 0.0%
Value ($000) $25,005 Shares 346 Est. Cost $41.63 Unrealized +9.8%
PAA Plains All American Pipeline LP 0.0%
Value ($000) $24,948 Shares 1,080 Est. Cost $43569.93 Unrealized
SCHZ Schwab US Aggregate Bond ETF 0.0%
Value ($000) $24,922 Shares 483 Est. Cost $51598.34 Unrealized
LSBDX Loomis Sayles Bond ADM 0.0%
Value ($000) $24,905 Shares 1,267 Est. Cost $19656.67 Unrealized
Total System Services Inc 0.0%
Value ($000) $24,900 Shares 500 Est. Cost $41770.00 Unrealized
SCHR Schwab Intermediate-Term US Trs ETF 0.0%
Value ($000) $24,874 Shares 464 Est. Cost $53607.76 Unrealized
United States Treas Nts 0.0%
Value ($000) $24,438 Shares 25,000 Est. Cost $977.52 Unrealized
United States Treas Nts 0.0%
Value ($000) $24,376 Shares 25,000 Est. Cost $975.04 Unrealized
OMC Omnicom Group Inc 0.0%
Value ($000) $24,211 Shares 320 Est. Cost $49.25 Unrealized +5.6%
EAT Brinker International Inc 0.0%
Value ($000) $23,975 Shares 500 Est. Cost $48.51 Unrealized -16.9%
MFC Manulife Financial Corp 0.0%
Value ($000) $23,848 Shares 1,592 Est. Cost $16.13 Unrealized 0.0%
BWXT Bwx Technologies Inc 0.0%
Value ($000) $23,827 Shares 750 Est. Cost $20.82 Unrealized +25.8%
FLR Fluor Corp 0.0%
Value ($000) $23,610 Shares 500 Est. Cost $47.72 Unrealized -10.3%
Red Hat Inc 0.0%
Value ($000) $23,600 Shares 285 Est. Cost $82807.02 Unrealized
EPR EPR Properties 0.0%
Value ($000) $23,380 Shares 400 Est. Cost $54780.00 Unrealized
AYI Acuity Brands Inc 0.0%
Value ($000) $23,146 Shares 99 Est. Cost $169.64 Unrealized +23.8%
Baxalta Inc 0.0%
Value ($000) $23,027 Shares 590 Est. Cost $31508.47 Unrealized
UAL United Continental Holdings Inc 0.0%
Value ($000) $22,920 Shares 400 Est. Cost $57.89 Unrealized -0.3%
BAX Baxter International Inc 0.0%
Value ($000) $22,508 Shares 590 Est. Cost $31.47 Unrealized -1.3%
AIR AAR Corp 0.0%
Value ($000) $22,346 Shares 850 Est. Cost $24.80 Unrealized -9.6%
UNFI United Natural Foods Inc 0.0%
Value ($000) $21,844 Shares 555 Est. Cost $67.74 Unrealized -30.9%
Royal Dutch Shell PLC ADR Class A 0.0%
Value ($000) $21,796 Shares 476 Est. Cost $57009.30 Unrealized
MHK Mohawk Industries Inc 0.0%
Value ($000) $21,590 Shares 114 Est. Cost $184.98 Unrealized +3.8%
EPP iShares MSCI Pacific ex Japan 0.0%
Value ($000) $21,498 Shares 560 Est. Cost $43400.00 Unrealized
USIG iShares Core US Credit Bond 0.0%
Value ($000) $21,342 Shares 200 Est. Cost $108570.00 Unrealized
Linear Technology Corp 0.0%
Value ($000) $21,235 Shares 500 Est. Cost $44230.00 Unrealized
FPX First Trust US IPO ETF 0.0%
Value ($000) $20,740 Shares 405 Est. Cost $54559.09 Unrealized
Viacom Inc 0.0%
Value ($000) $20,703 Shares 503 Est. Cost $64638.86 Unrealized
DKS Dick's Sporting Goods Inc 0.0%
Value ($000) $20,679 Shares 585 Est. Cost $41.47 Unrealized -23.3%
ASTE Astec Industries Inc 0.0%
Value ($000) $20,350 Shares 500 Est. Cost $36.86 Unrealized -9.4%
Johnson Controls Inc 0.0%
Value ($000) $20,337 Shares 515 Est. Cost $43738.09 Unrealized
PureFunds ISE Cyber Security ETF 0.0%
Value ($000) $19,813 Shares 765 Est. Cost $30108.10 Unrealized
EEMV iShares MSCI Emerging Markets Mini Vol 0.0%
Value ($000) $19,464 Shares 400 Est. Cost $57679.17 Unrealized
EDV Vanguard Extended Duration Treasury ETF 0.0%
Value ($000) $19,244 Shares 170 Est. Cost $113200.00 Unrealized
EBAY eBay Inc 0.0%
Value ($000) $18,988 Shares 691 Est. Cost $22.20 Unrealized +10.7%
LPX Louisiana-Pacific Corp 0.0%
Value ($000) $18,910 Shares 1,050 Est. Cost $16.99 Unrealized +2.0%
iShares MSCI Japan 0.0%
Value ($000) $18,895 Shares 1,559 Est. Cost $12315.10 Unrealized
CBL & Associates Properties Inc 0.0%
Value ($000) $18,712 Shares 750 Est. Cost $24949.33 Unrealized
Boulder Brands Inc 0.0%
Value ($000) $18,666 Shares 1,700 Est. Cost $6940.00 Unrealized
Asia Pacific Fund 0.0%
Value ($000) $18,639 Shares 1,851 Est. Cost $12799.57 Unrealized
Voya Growth and Income Portfolio - Class I 0.0%
Value ($000) $18,353 Shares 735 Est. Cost $24970.07 Unrealized
VY Oppenheimer Global Portfolio - Initial Class 0.0%
Value ($000) $18,199 Shares 935 Est. Cost $19464.17 Unrealized
Voya Small Company Portfolio - Class I 0.0%
Value ($000) $18,157 Shares 369 Est. Cost $49205.96 Unrealized
ISHQF Ishares Core Hi Qual Cdn Bd Et Com Unit 0.0%
Value ($000) $18,074 Shares 1,200 Est. Cost $16862.50 Unrealized
GS Goldman Sachs Group Inc 0.0%
Value ($000) $18,023 Shares 100 Est. Cost $164.61 Unrealized -8.2%
Voya Index Plus MidCap Portfolio - Class I 0.0%
Value ($000) $17,888 Shares 482 Est. Cost $37112.03 Unrealized
SCHV Schwab US Large-Cap Value ETF 0.0%
Value ($000) $17,655 Shares 416 Est. Cost $42439.90 Unrealized
Scripps Networks Interactive Inc 0.0%
Value ($000) $17,391 Shares 315 Est. Cost $75.22 Unrealized
VLY Valley National Bancorp 0.0%
Value ($000) $17,355 Shares 1,762 Est. Cost $10.39 Unrealized 0.0%
SCHF Schwab International Equity ETF 0.0%
Value ($000) $17,146 Shares 622 Est. Cost $27565.92 Unrealized
EQT EQT Corp 0.0%
Value ($000) $16,942 Shares 325 Est. Cost $43.09 Unrealized -28.4%
SCHA Schwab US Small-Cap ETF 0.0%
Value ($000) $16,902 Shares 324 Est. Cost $52166.67 Unrealized
VBR Vanguard Small-Cap Value ETF 0.0%
Value ($000) $16,852 Shares 170 Est. Cost $99129.41 Unrealized
NXPI NXP Semiconductors NV 0.0%
Value ($000) $16,850 Shares 200 Est. Cost $91.13 Unrealized -16.5%
THO Thor Industries Inc 0.0%
Value ($000) $16,845 Shares 300 Est. Cost $45.48 Unrealized 0.0%
STPZ PIMCO 1-5 Year US TIPS ETF 0.0%
Value ($000) $16,425 Shares 320 Est. Cost $52218.75 Unrealized
Southwest Georgia Financial Corp 0.0%
Value ($000) $16,380 Shares 1,027 Est. Cost $14129.50 Unrealized
SCANA Corp 0.0%
Value ($000) $15,848 Shares 262 Est. Cost $50648.86 Unrealized
Noble Corp PLC 0.0%
Value ($000) $15,825 Shares 1,500 Est. Cost $15390.00 Unrealized
DE Deere & Co 0.0%
Value ($000) $15,254 Shares 200 Est. Cost $75.36 Unrealized -13.7%
CLX Clorox Co 0.0%
Value ($000) $15,219 Shares 120 Est. Cost $80.03 Unrealized +16.5%
Ingram Micro Inc 0.0%
Value ($000) $15,190 Shares 500 Est. Cost $25030.00 Unrealized
DSI iShares MSCI KLD 400 Social 0.0%
Value ($000) $15,142 Shares 200 Est. Cost $76070.00 Unrealized
Hillenbrand Inc 0.0%
Value ($000) $14,815 Shares 500 Est. Cost $30700.00 Unrealized
CREF Global Equities R3 0.0%
Value ($000) $14,556 Shares 105 Est. Cost $138628.58 Unrealized
CREF Equity Index R3 0.0%
Value ($000) $14,501 Shares 89 Est. Cost $162932.58 Unrealized
TIAA Real Estate 0.0%
Value ($000) $14,496 Shares 39 Est. Cost $371692.30 Unrealized
Alerian MLP ETF 0.0%
Value ($000) $14,460 Shares 1,200 Est. Cost $17.50 Unrealized
Ishares Float Rate Nt Idx Etf Unit 0.0%
Value ($000) $14,421 Shares 1,000 Est. Cost $16109.00 Unrealized
IFF International Flavors & Fragrances Inc 0.0%
Value ($000) $14,356 Shares 120 Est. Cost $89.30 Unrealized +1.2%
FDX FedEx Corp 0.0%
Value ($000) $14,154 Shares 95 Est. Cost $148.37 Unrealized -10.8%
RWX SPDR Dow Jones International RelEst ETF 0.0%
Value ($000) $13,768 Shares 351 Est. Cost $39225.07 Unrealized
CNC Centene Corp 0.0%
Value ($000) $13,162 Shares 200 Est. Cost $35.91 Unrealized -17.5%
Cardno Ltd 0.0%
Value ($000) $13,136 Shares 15,570 Est. Cost $2481.85 Unrealized
Market Vectors Morningstar Wide Moat 0.0%
Value ($000) $12,951 Shares 447 Est. Cost $30701.12 Unrealized
IWS iShares Russell Mid-Cap Value 0.0%
Value ($000) $12,702 Shares 185 Est. Cost $73756.76 Unrealized
VCIT Vanguard Intermediate-Term Corp Bd ETF 0.0%
Value ($000) $12,613 Shares 150 Est. Cost $84086.66 Unrealized
Broad Street Ventures 0.0%
Value ($000) $12,500 Shares 115,000 Est. Cost $108.70 Unrealized
Guggenheim Solar ETF 0.0%
Value ($000) $12,317 Shares 402 Est. Cost $39218.91 Unrealized
U S Treas Sec Stripped Int Pmt 0.0%
Value ($000) $11,322 Shares 12,000 Est. Cost $943.50 Unrealized
IYH iShares US Healthcare 0.0%
Value ($000) $11,250 Shares 75 Est. Cost $158720.00 Unrealized
MYLAN NV 0.0%
Value ($000) $10,814 Shares 200 Est. Cost $67860.00 Unrealized
SPYX SPDR S&P 500 Fossil Fuel Free ETF 0.0%
Value ($000) $10,773 Shares 218 Est. Cost $49417.43 Unrealized
Schwab Bank Savings Rate 0.0%
Value ($000) $10,749 Shares 10,749 Est. Cost $1000.00 Unrealized
SCHH Schwab US REIT ETF 0.0%
Value ($000) $10,737 Shares 270 Est. Cost $39766.67 Unrealized
STZ Constellation Brands Inc 0.0%
Value ($000) $10,683 Shares 75 Est. Cost $101.24 Unrealized +17.2%
United States Treas Nts 0.0%
Value ($000) $10,678 Shares 10,000 Est. Cost $1067.80 Unrealized
United States Treas Nts 3.125%05/15/19 0.0%
Value ($000) $10,551 Shares 10,000 Est. Cost $1055.10 Unrealized
AIVI WisdomTree Intl Div ex-Fincls ETF 0.0%
Value ($000) $10,461 Shares 275 Est. Cost $42560.00 Unrealized
SUSA iShares MSCI USA ESG Select 0.0%
Value ($000) $10,422 Shares 125 Est. Cost $85104.00 Unrealized
ZBH Zimmer Biomet Holdings Inc 0.0%
Value ($000) $10,259 Shares 100 Est. Cost $101.46 Unrealized -11.3%
AMZN Amazon.com Inc 0.0%
Value ($000) $10,138 Shares 15 Est. Cost $20.90 Unrealized +50.8%
DXJ WisdomTree Japan Hedged Equity ETF 0.0%
Value ($000) $10,016 Shares 200 Est. Cost $57200.00 Unrealized
VHT Vanguard Health Care ETF 0.0%
Value ($000) $9,966 Shares 75 Est. Cost $139960.00 Unrealized
Lynas Corp Ltd 0.0%
Value ($000) $9,957 Shares 138,300 Est. Cost $26.10 Unrealized
ITRI Itron Inc 0.0%
Value ($000) $9,949 Shares 275 Est. Cost $36.31 Unrealized -2.8%
FLRN SPDR Barclays Investment Grd Fl Rt ETF 0.0%
Value ($000) $9,887 Shares 325 Est. Cost $30636.92 Unrealized
IWD iShares Russell 1000 Value 0.0%
Value ($000) $9,786 Shares 100 Est. Cost $97860.00 Unrealized
Cabela's Inc 0.0%
Value ($000) $9,346 Shares 200 Est. Cost $49978.57 Unrealized
VOO Vanguard 500 ETF 0.0%
Value ($000) $9,346 Shares 50 Est. Cost $186920.00 Unrealized
XPMAX Pioneer Muni High Inc Adv 0.0%
Value ($000) $9,345 Shares 700 Est. Cost $12479.96 Unrealized
PSMT Pricesmart Inc 0.0%
Value ($000) $9,309 Shares 112 Est. Cost $73.63 Unrealized +4.0%
SLYV SPDR S&P 600 Small Cap Value ETF 0.0%
Value ($000) $9,287 Shares 100 Est. Cost $106140.00 Unrealized
CALM Cal-Maine Foods Inc 0.0%
Value ($000) $9,268 Shares 200 Est. Cost $39.82 Unrealized 0.0%
TMO Thermo Fisher Scientific Inc 0.0%
Value ($000) $9,220 Shares 65 Est. Cost $126.27 Unrealized +2.6%
BSAC Banco Santander Chile 0.0%
Value ($000) $9,155 Shares 519 Est. Cost $20248.56 Unrealized
XMHIX Pioneer Municipal High Income 0.0%
Value ($000) $9,142 Shares 700 Est. Cost $14.04 Unrealized
COKE Coca-Cola Bottling Co Consolidated 0.0%
Value ($000) $9,125 Shares 50 Est. Cost $11.15 Unrealized +62.9%
iShares Russell 2000 Growth ETF 0.0%
Value ($000) $9,035 Shares 554 Est. Cost $16308.66 Unrealized
Pioneer High Yield VCT Portfolio - Class I 0.0%
Value ($000) $8,812 Shares 523 Est. Cost $16848.95 Unrealized
The WhiteWave Foods Co 0.0%
Value ($000) $8,754 Shares 225 Est. Cost $48880.00 Unrealized
Jarden Corp 0.0%
Value ($000) $8,568 Shares 150 Est. Cost $51746.67 Unrealized
iShares Russell 2000 Growth ETF 0.0%
Value ($000) $8,223 Shares 504 Est. Cost $16315.48 Unrealized
Nuveen Credit Strategies Income 0.0%
Value ($000) $8,106 Shares 1,034 Est. Cost $8609.28 Unrealized
Stonemor Partners LP 0.0%
Value ($000) $8,019 Shares 300 Est. Cost $30150.00 Unrealized
PowerShares Water Resources ETF 0.0%
Value ($000) $8,017 Shares 370 Est. Cost $24948.65 Unrealized
IWR iShares Russell Mid-Cap 0.0%
Value ($000) $8,009 Shares 50 Est. Cost $160180.00 Unrealized
Wyndham Worldwide Corp 0.0%
Value ($000) $7,991 Shares 110 Est. Cost $81909.09 Unrealized
LUV Southwest Airlines Co 0.0%
Value ($000) $7,966 Shares 185 Est. Cost $34.60 Unrealized +13.7%
IRBTQ iRobot Corp 0.0%
Value ($000) $7,965 Shares 225 Est. Cost $32.80 Unrealized -1.4%
TIAA Real Estate 0.0%
Value ($000) $7,873 Shares 21 Est. Cost $374904.75 Unrealized
CRM Salesforce.com Inc 0.0%
Value ($000) $7,840 Shares 100 Est. Cost $70.36 Unrealized +9.6%
Babcock & Wilcox Enterpris Inc 0.0%
Value ($000) $7,826 Shares 375 Est. Cost $16800.00 Unrealized
RL Ralph Lauren Corp 0.0%
Value ($000) $7,803 Shares 70 Est. Cost $100.20 Unrealized -3.6%
Realogy Holdings Corp 0.0%
Value ($000) $7,700 Shares 210 Est. Cost $46719.05 Unrealized
IXJ iShares Global Healthcare 0.0%
Value ($000) $7,696 Shares 75 Est. Cost $108720.00 Unrealized
CBL & Associates Properties Inc 0.0%
Value ($000) $7,587 Shares 300 Est. Cost $25290.00 Unrealized
DLR Digital Realty Trust Inc 0.0%
Value ($000) $7,562 Shares 100 Est. Cost $44.75 Unrealized +12.7%
Metropolitan West Total Return Bond Fund - Class M Shares 0.0%
Value ($000) $7,539 Shares 752 Est. Cost $10025.27 Unrealized
IYR iShares US Real Estate 0.0%
Value ($000) $7,508 Shares 100 Est. Cost $71300.00 Unrealized
VGK Vanguard FTSE Europe ETF 0.0%
Value ($000) $7,482 Shares 150 Est. Cost $53980.00 Unrealized
IRM Iron Mountain Inc 0.0%
Value ($000) $7,373 Shares 273 Est. Cost $19.10 Unrealized -13.3%
IPO Renaissance IPO ETF 0.0%
Value ($000) $7,312 Shares 350 Est. Cost $21327.73 Unrealized
PH Parker Hannifin Corp 0.0%
Value ($000) $7,273 Shares 75 Est. Cost $101.50 Unrealized -15.2%
AVY Avery Dennison Corp 0.0%
Value ($000) $7,205 Shares 115 Est. Cost $47.65 Unrealized +10.0%
CYSXF Ishares S&p/Tsx Cdn Pfd Sh Ind Com Unit 0.0%
Value ($000) $7,030 Shares 750 Est. Cost $11614.67 Unrealized
MET MetLife Inc 0.0%
Value ($000) $6,942 Shares 144 Est. Cost $31.20 Unrealized 0.0%
KBE SPDR S&P Bank ETF 0.0%
Value ($000) $6,933 Shares 205 Est. Cost $36258.54 Unrealized
ICE Intercontinental Exchange Inc 0.0%
Value ($000) $6,919 Shares 27 Est. Cost $40.49 Unrealized +9.1%
EWY iShares MSCI South Korea Capped 0.0%
Value ($000) $6,705 Shares 135 Est. Cost $55103.70 Unrealized
VYM Vanguard High Dividend Yield ETF 0.0%
Value ($000) $6,675 Shares 100 Est. Cost $67320.00 Unrealized
ENB Enbridge Inc Com 0.0%
Value ($000) $6,638 Shares 200 Est. Cost $27.15 Unrealized -23.1%
Invesco Senior Income Trust 0.0%
Value ($000) $6,464 Shares 1,600 Est. Cost $4460.00 Unrealized
iShares Russell 2000 Growth ETF 0.0%
Value ($000) $6,463 Shares 396 Est. Cost $16320.71 Unrealized
VIAV Viavi Solutions Inc 0.0%
Value ($000) $6,424 Shares 1,055 Est. Cost $6.06 Unrealized 0.0%
TRIP TripAdvisor Inc 0.0%
Value ($000) $6,393 Shares 75 Est. Cost $72.31 Unrealized -0.7%
ITSXF Ishares S&p Tsx Cp Fnl Idx Etf Unit 0.0%
Value ($000) $6,389 Shares 300 Est. Cost $24560.00 Unrealized
VRTX Vertex Pharmaceuticals Inc 0.0%
Value ($000) $6,291 Shares 50 Est. Cost $125.98 Unrealized -4.2%
EWW iShares MSCI Mexico Capped 0.0%
Value ($000) $6,228 Shares 125 Est. Cost $57104.00 Unrealized
IHF iShares US Healthcare Providers 0.0%
Value ($000) $6,217 Shares 50 Est. Cost $142940.00 Unrealized
IVE iShares S&P 500 Value 0.0%
Value ($000) $6,197 Shares 70 Est. Cost $92200.00 Unrealized
ACWX iShares MSCI ACWI ex US 0.0%
Value ($000) $5,981 Shares 151 Est. Cost $39046.36 Unrealized
VUG Vanguard Growth ETF 0.0%
Value ($000) $5,851 Shares 55 Est. Cost $106923.97 Unrealized
ITW Illinois Tool Works Inc 0.0%
Value ($000) $5,838 Shares 63 Est. Cost $73.44 Unrealized -2.8%
PowerShares S&P Intl Dev Low Volatil ETF 0.0%
Value ($000) $5,720 Shares 200 Est. Cost $30760.00 Unrealized
GIL Gildan Activewear Inc Com 0.0%
Value ($000) $5,684 Shares 200 Est. Cost $27.33 Unrealized -7.4%
Deutsche X-trackers JPN JPX-Nikkei400 Eq 0.0%
Value ($000) $5,676 Shares 240 Est. Cost $21987.50 Unrealized
BTI British American Tobacco PLC 0.0%
Value ($000) $5,632 Shares 51 Est. Cost $110078.43 Unrealized
TD Toronto Dominion Bk Ont Com New 0.0%
Value ($000) $5,601 Shares 143 Est. Cost $39.82 Unrealized +1.6%
TIAA Traditional 0.0%
Value ($000) $5,455 Shares 5,455 Est. Cost $1000.00 Unrealized
TIAA Traditional 0.0%
Value ($000) $5,423 Shares 5,423 Est. Cost $1000.00 Unrealized
IYG iShares US Financial Services 0.0%
Value ($000) $5,398 Shares 60 Est. Cost $94000.00 Unrealized
Discover Financial Services 0.0%
Value ($000) $5,201 Shares 97 Est. Cost $53491.44 Unrealized
IAI iShares US Broker-Dealers & Secs Exchs 0.0%
Value ($000) $5,190 Shares 125 Est. Cost $43840.00 Unrealized
Voya Russell Large Cap Growth Index Portfolio - Class I 0.0%
Value ($000) $5,185 Shares 206 Est. Cost $25169.90 Unrealized
RCI Rogers Communications Inc 0.0%
Value ($000) $5,169 Shares 150 Est. Cost $34.87 Unrealized +7.7%
American Funds The Growth Fund of America - Class R-4 0.0%
Value ($000) $5,161 Shares 239 Est. Cost $21594.14 Unrealized
VY Columbia Contrarian Core Portfolio - Service Class 0.0%
Value ($000) $5,150 Shares 180 Est. Cost $28611.11 Unrealized
VY T. Rowe Price Capital Appreciation Portfolio - Service 0.0%
Value ($000) $5,100 Shares 236 Est. Cost $21610.17 Unrealized
IVZ Invesco Ltd 0.0%
Value ($000) $5,088 Shares 152 Est. Cost $22.28 Unrealized -7.2%
NetSuite Inc 0.0%
Value ($000) $5,077 Shares 60 Est. Cost $91750.00 Unrealized
DAL Delta Air Lines Inc 0.0%
Value ($000) $5,069 Shares 100 Est. Cost $38.40 Unrealized +13.7%
Voya Russell Mid Cap Growth Index Portfolio - Class S 0.0%
Value ($000) $5,038 Shares 200 Est. Cost $25190.00 Unrealized
FFIV F5 Networks Inc 0.0%
Value ($000) $4,848 Shares 50 Est. Cost $122.95 Unrealized -12.1%
ROK Rockwell Automation Inc 0.0%
Value ($000) $4,822 Shares 47 Est. Cost $92.42 Unrealized -6.9%
SPEU SPDR STOXX Europe 50 ETF 0.0%
Value ($000) $4,773 Shares 150 Est. Cost $34768.00 Unrealized
Plum Creek Timber Co Inc 0.0%
Value ($000) $4,772 Shares 100 Est. Cost $40570.00 Unrealized
Cliffs Natural Resources Inc 0.0%
Value ($000) $4,740 Shares 3,000 Est. Cost $4330.00 Unrealized
PowerShares Dynamic Pharmaceuticals ETF 0.0%
Value ($000) $4,730 Shares 67 Est. Cost $78265.54 Unrealized
LITE Lumentum Hldgs Inc 0.0%
Value ($000) $4,646 Shares 211 Est. Cost $17.80 Unrealized 0.0%
Bed Bath & Beyond Inc 0.0%
Value ($000) $4,583 Shares 95 Est. Cost $68978.95 Unrealized
ONEOK Partners LP 0.0%
Value ($000) $4,519 Shares 150 Est. Cost $34000.00 Unrealized
RGR Sturm Ruger & Co Inc 0.0%
Value ($000) $4,470 Shares 75 Est. Cost $54.45 Unrealized +3.1%
CREF Global Equities R3 0.0%
Value ($000) $4,461 Shares 32 Est. Cost $139406.25 Unrealized
iShares Russell 2000 Growth ETF 0.0%
Value ($000) $4,403 Shares 270 Est. Cost $16307.41 Unrealized
NVO Novo Nordisk A/S 0.0%
Value ($000) $4,356 Shares 75 Est. Cost $54760.00 Unrealized
HMC Honda Motor Co Ltd 0.0%
Value ($000) $4,310 Shares 135 Est. Cost $32400.00 Unrealized
WOOD iShares Global Timber & Forestry 0.0%
Value ($000) $4,299 Shares 90 Est. Cost $52539.54 Unrealized
EWP iShares MSCI Spain Capped 0.0%
Value ($000) $4,240 Shares 150 Est. Cost $33546.67 Unrealized
PCRX Pacira Pharmaceuticals Inc 0.0%
Value ($000) $4,223 Shares 55 Est. Cost $78.75 Unrealized -28.1%
SPDR Barclays International Treasury Bond ETF 0.0%
Value ($000) $4,184 Shares 456 Est. Cost $9175.44 Unrealized
Twitter Inc 0.0%
Value ($000) $4,049 Shares 175 Est. Cost $35349.75 Unrealized
LYG Lloyds Banking Group PLC 0.0%
Value ($000) $3,954 Shares 907 Est. Cost $4599.78 Unrealized
SPDR Barclays International Treasury Bond ETF 0.0%
Value ($000) $3,936 Shares 429 Est. Cost $9174.83 Unrealized
Gastar Exploration Inc 0.0%
Value ($000) $3,930 Shares 3,000 Est. Cost $3090.00 Unrealized
SPDR Barclays International Treasury Bond ETF 0.0%
Value ($000) $3,871 Shares 422 Est. Cost $9172.99 Unrealized
CBL & Associates Properties Inc 0.0%
Value ($000) $3,859 Shares 312 Est. Cost $15612.15 Unrealized
Diamond Foods Inc 0.0%
Value ($000) $3,855 Shares 100 Est. Cost $31375.00 Unrealized
Whole Foods Market Inc 0.0%
Value ($000) $3,852 Shares 115 Est. Cost $39436.36 Unrealized
SPDR Barclays International Treasury Bond ETF 0.0%
Value ($000) $3,793 Shares 414 Est. Cost $9161.84 Unrealized
JOE The St. Joe Co 0.0%
Value ($000) $3,702 Shares 200 Est. Cost $16.76 Unrealized +16.7%
EIS iShares MSCI Israel Capped 0.0%
Value ($000) $3,689 Shares 75 Est. Cost $51426.67 Unrealized
IGV iShares North American Tech-Software 0.0%
Value ($000) $3,633 Shares 35 Est. Cost $99457.14 Unrealized
CBS Corp 0.0%
Value ($000) $3,534 Shares 75 Est. Cost $55493.33 Unrealized
IJJ iShares S&P Mid-Cap 400 Value 0.0%
Value ($000) $3,516 Shares 30 Est. Cost $128960.00 Unrealized
CAR Avis Budget Group Inc 0.0%
Value ($000) $3,447 Shares 95 Est. Cost $40.01 Unrealized 0.0%
CST Brands Inc 0.0%
Value ($000) $3,444 Shares 88 Est. Cost $39056.82 Unrealized
PowerShares DB Commodity Tracking ETF 0.0%
Value ($000) $3,340 Shares 250 Est. Cost $18000.00 Unrealized
Ferrellgas Partners LP 0.0%
Value ($000) $3,320 Shares 200 Est. Cost $22530.00 Unrealized
HST Host Hotels & Resorts Inc 0.0%
Value ($000) $3,298 Shares 215 Est. Cost $13.09 Unrealized -15.7%
SPDR Barclays International Treasury Bond ETF 0.0%
Value ($000) $3,274 Shares 357 Est. Cost $9170.87 Unrealized
TIAA Real Estate 0.0%
Value ($000) $3,127 Shares 8 Est. Cost $390875.00 Unrealized
TIAA Traditional 0.0%
Value ($000) $3,126 Shares 3,126 Est. Cost $1000.00 Unrealized
Volkswagen AG 0.0%
Value ($000) $3,091 Shares 100 Est. Cost $46250.00 Unrealized
Peabody Energy Corp 0.0%
Value ($000) $3,072 Shares 400 Est. Cost $7680.00 Unrealized
Z Zillow Group Inc Cl C Cap Stk 0.0%
Value ($000) $3,052 Shares 130 Est. Cost $26.10 Unrealized +1.3%
iShares Russell 2000 Growth ETF 0.0%
Value ($000) $3,006 Shares 184 Est. Cost $16336.96 Unrealized
Hanesbrands Inc 0.0%
Value ($000) $2,943 Shares 100 Est. Cost $33320.00 Unrealized
Global Commodity Equity ETF 0.0%
Value ($000) $2,908 Shares 100 Est. Cost $37670.00 Unrealized
Mead Johnson Nutrition Co 0.0%
Value ($000) $2,763 Shares 35 Est. Cost $90200.00 Unrealized
MOS Mosaic Co 0.0%
Value ($000) $2,759 Shares 100 Est. Cost $35.46 Unrealized -26.2%
EXPE Expedia Inc 0.0%
Value ($000) $2,734 Shares 22 Est. Cost $120.15 Unrealized 0.0%
Discovery Communications Inc 0.0%
Value ($000) $2,668 Shares 100 Est. Cost $26680.00 Unrealized
American Funds New Perspective Fund - Class R-4 0.0%
Value ($000) $2,550 Shares 113 Est. Cost $22566.37 Unrealized
1118 MFS Institutional Intl Equity Fnd 0.0%
Value ($000) $2,537 Shares 123 Est. Cost $20626.02 Unrealized
VY T. Rowe Price Diversified Mid Cap Growth Port - Initial 0.0%
Value ($000) $2,535 Shares 113 Est. Cost $22433.63 Unrealized
Voya Corporate Leaders 100 Fund - Class I 0.0%
Value ($000) $2,528 Shares 262 Est. Cost $9648.85 Unrealized
Discovery Communications Inc 0.0%
Value ($000) $2,522 Shares 100 Est. Cost $25220.00 Unrealized
Fidelity VIP Overseas Portfolio - Initial Class 0.0%
Value ($000) $2,518 Shares 117 Est. Cost $21521.37 Unrealized
1118 MFS Institutional Intl Equity Fnd 0.0%
Value ($000) $2,503 Shares 116 Est. Cost $21577.59 Unrealized
VXUS Vanguard Total International Stock ETF 0.0%
Value ($000) $2,481 Shares 55 Est. Cost $50327.27 Unrealized
Voya Index Plus SmallCap Portfolio - Class I 0.0%
Value ($000) $2,472 Shares 101 Est. Cost $24475.25 Unrealized
American Funds EuroPacific Growth Fund - Class R-4 0.0%
Value ($000) $2,462 Shares 130 Est. Cost $18938.46 Unrealized
El Paso Energy Capital Trust I 0.0%
Value ($000) $2,457 Shares 60 Est. Cost $49000.00 Unrealized
Lazard U.S. Mid Cap Equity Portfolio - Open Shares 0.0%
Value ($000) $2,422 Shares 201 Est. Cost $12049.75 Unrealized
Wright Med Group N V Ord Shs 0.03 Par 0.0%
Value ($000) $2,418 Shares 100 Est. Cost $24180.00 Unrealized
Cerner Corp 0.0%
Value ($000) $2,406 Shares 40 Est. Cost $69050.00 Unrealized
CMG Chipotle Mexican Grill Inc 0.0%
Value ($000) $2,399 Shares 5 Est. Cost $12.65 Unrealized -3.3%
USRT iShares Real Estate 50 0.0%
Value ($000) $2,366 Shares 50 Est. Cost $43440.00 Unrealized
Monotype Imaging Holdings Inc 0.0%
Value ($000) $2,364 Shares 100 Est. Cost $24110.00 Unrealized
DES WisdomTree SmallCap Dividend ETF 0.0%
Value ($000) $2,272 Shares 35 Est. Cost $70428.57 Unrealized
K2M Group Holdings Inc 0.0%
Value ($000) $2,270 Shares 115 Est. Cost $24017.39 Unrealized
IMKTA Ingles Markets Inc 0.0%
Value ($000) $2,204 Shares 50 Est. Cost $41.57 Unrealized +4.3%
MannKind Corp 0.0%
Value ($000) $2,175 Shares 1,500 Est. Cost $5690.00 Unrealized
VXF Vanguard Extended Market ETF 0.0%
Value ($000) $2,095 Shares 25 Est. Cost $91960.00 Unrealized
EXI iShares Global Industrials 0.0%
Value ($000) $2,028 Shares 30 Est. Cost $70233.34 Unrealized
iShares MSCI United Kingdom 0.0%
Value ($000) $2,017 Shares 125 Est. Cost $18248.00 Unrealized
EWH iShares MSCI Hong Kong 0.0%
Value ($000) $1,982 Shares 100 Est. Cost $19120.00 Unrealized
VMWare Inc 0.0%
Value ($000) $1,979 Shares 35 Est. Cost $85738.03 Unrealized
STIP iShares 0-5 Year TIPS Bond 0.0%
Value ($000) $1,978 Shares 20 Est. Cost $99900.00 Unrealized
Time Inc 0.0%
Value ($000) $1,958 Shares 125 Est. Cost $23008.00 Unrealized
CDK Global Inc 0.0%
Value ($000) $1,946 Shares 41 Est. Cost $53975.61 Unrealized
ROP Roper Technologies Inc 0.0%
Value ($000) $1,897 Shares 10 Est. Cost $162.40 Unrealized +6.1%
Sequenom Inc 0.0%
Value ($000) $1,845 Shares 1,125 Est. Cost $3040.00 Unrealized
ZG Zillow Group Inc 0.0%
Value ($000) $1,692 Shares 65 Est. Cost $29.18 Unrealized -2.3%
OTEX Open Text Corp 0.0%
Value ($000) $1,677 Shares 35 Est. Cost $19.06 Unrealized -1.3%
iShares Russell 2000 Growth ETF 0.0%
Value ($000) $1,586 Shares 97 Est. Cost $16350.52 Unrealized
FE FirstEnergy Corp 0.0%
Value ($000) $1,586 Shares 50 Est. Cost $22.43 Unrealized -8.2%
CMC Commercial Metals Co 0.0%
Value ($000) $1,563 Shares 114 Est. Cost $13.11 Unrealized -7.9%
Arch Coal Inc 0.0%
Value ($000) $1,479 Shares 1,500 Est. Cost $340.00 Unrealized
IAT iShares US Regional Banks 0.0%
Value ($000) $1,398 Shares 40 Est. Cost $36600.00 Unrealized
Spx Flow Inc 0.0%
Value ($000) $1,395 Shares 50 Est. Cost $34420.00 Unrealized
TV Grupo Televisa SAB 0.0%
Value ($000) $1,360 Shares 50 Est. Cost $38820.00 Unrealized
VWDRY Vestas Wind Systems A/S 0.0%
Value ($000) $1,291 Shares 55 Est. Cost $16618.18 Unrealized
DVN Devon Energy Corp 0.0%
Value ($000) $1,280 Shares 40 Est. Cost $38.29 Unrealized -25.9%
CHH Choice Hotels International Inc 0.0%
Value ($000) $1,260 Shares 25 Est. Cost $52.59 Unrealized -12.1%
WIP SPDR DB Intl Govt Inflation-Prot Bd ETF 0.0%
Value ($000) $1,259 Shares 25 Est. Cost $54880.00 Unrealized
iShares MSCI Frontier 100 0.0%
Value ($000) $1,244 Shares 50 Est. Cost $29260.00 Unrealized
General Mtrs Co Wt Exp 071016 0.0%
Value ($000) $1,216 Shares 50 Est. Cost $23754.72 Unrealized
Barrick Gold Corp Com 0.0%
Value ($000) $1,180 Shares 160 Est. Cost $10656.25 Unrealized
DWX SPDR S&P International Dividend ETF 0.0%
Value ($000) $1,167 Shares 35 Est. Cost $41466.67 Unrealized
SodaStream International Ltd 0.0%
Value ($000) $1,141 Shares 70 Est. Cost $21128.57 Unrealized
TRMB Trimble Navigation Ltd 0.0%
Value ($000) $1,072 Shares 50 Est. Cost $24.44 Unrealized -15.0%
CREF Equity Index R3 0.0%
Value ($000) $1,064 Shares 6 Est. Cost $177333.33 Unrealized
ILF iShares Latin America 40 0.0%
Value ($000) $1,059 Shares 50 Est. Cost $29800.00 Unrealized
CREF Stock R3 0.0%
Value ($000) $1,046 Shares 2 Est. Cost $523000.00 Unrealized
PWR Quanta Services Inc 0.0%
Value ($000) $1,012 Shares 50 Est. Cost $28.68 Unrealized -26.4%
SJM JM Smucker Co 0.0%
Value ($000) $986 Shares 8 Est. Cost $84.30 Unrealized +4.3%
California Resources Corp 0.0%
Value ($000) $932 Shares 400 Est. Cost $6039.87 Unrealized
DRD DRDGold Ltd 0.0%
Value ($000) $875 Shares 547 Est. Cost $1848.26 Unrealized
General Mtrs Co Wt Exp 071019 0.0%
Value ($000) $814 Shares 50 Est. Cost $15943.40 Unrealized
PHG Royal Philips NV 0.0%
Value ($000) $788 Shares 31 Est. Cost $25459.58 Unrealized
TIAA Real Estate 0.0%
Value ($000) $732 Shares 2 Est. Cost $366000.00 Unrealized
SunPower Corp 0.0%
Value ($000) $600 Shares 20 Est. Cost $28400.00 Unrealized
Forestar Group Inc 0.0%
Value ($000) $547 Shares 50 Est. Cost $13160.00 Unrealized
iShares Russell 2000 Growth ETF 0.0%
Value ($000) $522 Shares 32 Est. Cost $16312.50 Unrealized
CC Chemours Co 0.0%
Value ($000) $514 Shares 96 Est. Cost $7.40 Unrealized -37.7%
SolarCity Corp 0.0%
Value ($000) $510 Shares 10 Est. Cost $53500.00 Unrealized
Vanguard Target Retir 2030 Inv 0.0%
Value ($000) $495 Shares 10 Est. Cost $49500.00 Unrealized
SPX Corp 0.0%
Value ($000) $466 Shares 50 Est. Cost $72380.00 Unrealized
American Funds Insurance Series Bond Fund Class 1 Shares (008) 0.0%
Value ($000) $415 Shares 20 Est. Cost $20750.00 Unrealized
FOSYF Forsys Metals Corp 0.0%
Value ($000) $364 Shares 7,000 Est. Cost $0.17 Unrealized -47.0%
TGB Taseko Mines Ltd 0.0%
Value ($000) $340 Shares 1,000 Est. Cost $0.71 Unrealized -40.0%
Vanguard Natural Resources LLC 0.0%
Value ($000) $298 Shares 100 Est. Cost $7600.00 Unrealized
AMD Advanced Micro Devices Inc 0.0%
Value ($000) $287 Shares 100 Est. Cost $2.42 Unrealized -7.5%
Bombardier Inc 0.0%
Value ($000) $214 Shares 200 Est. Cost $1855.00 Unrealized
Motors Liquidation Co GUC Trust 0.0%
Value ($000) $203 Shares 14 Est. Cost $19214.28 Unrealized
Entergy Arkansas Inc 0.0%
Value ($000) $197 Shares 2 Est. Cost $98500.00 Unrealized
Kinder Morgan Inc Del Wt Exp 052517 0.0%
Value ($000) $173 Shares 2,893 Est. Cost $2699.88 Unrealized
American Funds Insurance Series New World Fund Class 1 Shares (011) 0.0%
Value ($000) $166 Shares 5 Est. Cost $33200.00 Unrealized
Westport Innovations Inc 0.0%
Value ($000) $150 Shares 75 Est. Cost $4733.33 Unrealized
Put 100 Spdr S&p 500 Etf Tr Tr Unit Exp [email protected] Option Root= Spy 0.0%
Value ($000) $84 Shares 3 Est. Cost Unrealized
Progress Energy, Inc. 0.0%
Value ($000) $78 Shares 225 Est. Cost $346.67 Unrealized
TGLO Theglobe.com Inc 0.0%
Value ($000) $75 Shares 50,000 Est. Cost $0.00 Unrealized 0.0%
TEVA Teva Pharmaceutical Industries Ltd 0.0%
Value ($000) $65 Shares 1 Est. Cost $59000.00 Unrealized
Alcatel-Lucent Sponsored Adr Exchanged From Cusip 013904305 0.0%
Value ($000) $57 Shares 15 Est. Cost $3800.00 Unrealized
SPDR Barclays High Yield Bond ETF 0.0%
Value ($000) $55 Shares 1 Est. Cost $55000.00 Unrealized
Frontier Communications Corp 0.0%
Value ($000) $9 Shares 2 Est. Cost $4748.93 Unrealized
TMST, Inc. 0.0%
Value ($000) $0 Shares 100 Est. Cost Unrealized
Medgold Resources Corp 0.0%
Value ($000) $0 Shares 16 Est. Cost Unrealized
Escrow Amr Corp_com 0.0%
Value ($000) $0 Shares 1,000 Est. Cost Unrealized
FairPoint Communications, Inc. 0.0%
Value ($000) $0 Shares 6 Est. Cost Unrealized