Patten Group, Inc. Diversified Active

CIK: 0001633207 · Show all filings

Period: Q1 2016 (← Previous) (Next →)

Filing Date: May 13, 2016

Total Value ($000): $210,749,692 (98.5% shares, 1.5% debt)

Holdings (683)

KO Coca-Cola Co 5.3%
Value ($000) $11,205,922 Shares 241,559 Est. Cost $30.05 Unrealized +6.0%
KMB Kimberly-Clark Corp 4.7%
Value ($000) $9,963,834 Shares 74,075 Est. Cost $76.09 Unrealized +21.9%
V Visa Inc 2.9%
Value ($000) $6,144,238 Shares 80,337 Est. Cost $59.86 Unrealized +13.3%
AAPL Apple Inc 2.4%
Value ($000) $5,042,219 Shares 46,263 Est. Cost $24.12 Unrealized -6.5%
AIG American International Group Inc 2.3%
Value ($000) $4,933,705 Shares 91,280 Est. Cost $41.13 Unrealized +2.4%
WY Weyerhaeuser Co 1.9%
Value ($000) $4,092,906 Shares 132,114 Est. Cost $21.99 Unrealized -17.5%
Walgreen Boots Alliance Inc Com 1.8%
Value ($000) $3,738,318 Shares 44,377 Est. Cost $76.18 Unrealized
XOM Exxon Mobil Corporation 1.7%
Value ($000) $3,655,773 Shares 43,734 Est. Cost $57.92 Unrealized -10.3%
IWF iShares Russell 1000 Growth 1.7%
Value ($000) $3,492,995 Shares 35,006 Est. Cost $47074.43 Unrealized
SPY SPDR S&P 500 ETF 1.6%
Value ($000) $3,473,493 Shares 16,901 Est. Cost $22045.51 Unrealized
TSCO Tractor Supply Co 1.5%
Value ($000) $3,173,336 Shares 35,080 Est. Cost $12.19 Unrealized +20.8%
United Technologies Corp 1.5%
Value ($000) $3,169,057 Shares 31,658 Est. Cost $114.99 Unrealized
MMM 3M Co 1.3%
Value ($000) $2,823,934 Shares 16,947 Est. Cost $89.72 Unrealized +3.4%
MSFT Microsoft Corp 1.3%
Value ($000) $2,785,680 Shares 50,437 Est. Cost $41.72 Unrealized +10.4%
FRCB First Republic Bank 1.3%
Value ($000) $2,767,226 Shares 41,525 Est. Cost $47.29 Unrealized +28.9%
JNJ Johnson & Johnson 1.3%
Value ($000) $2,686,345 Shares 24,827 Est. Cost $77.30 Unrealized +1.9%
INTC Intel Corp 1.2%
Value ($000) $2,451,680 Shares 75,786 Est. Cost $26.63 Unrealized -8.4%
PEP PepsiCo Inc 1.1%
Value ($000) $2,238,251 Shares 21,840 Est. Cost $68.61 Unrealized +6.8%
DBEF Deutsche X-trackers MSCI EAFE Hedged Eq 1.0%
Value ($000) $2,139,859 Shares 83,784 Est. Cost $16438.90 Unrealized
Other 1.0%
Value ($000) $2,139,276 Shares 2,139,276 Est. Cost $1000.00 Unrealized
T AT&T Inc 1.0%
Value ($000) $2,062,017 Shares 52,642 Est. Cost $11.81 Unrealized +17.2%
CSCO Cisco Systems Inc 1.0%
Value ($000) $2,059,319 Shares 72,332 Est. Cost $18.58 Unrealized +2.0%
JPM JPMorgan Chase & Co 1.0%
Value ($000) $2,045,709 Shares 34,544 Est. Cost $44.71 Unrealized +0.3%
IJH iShares Core S&P Mid-Cap 1.0%
Value ($000) $2,039,134 Shares 14,142 Est. Cost $2872.61 Unrealized
UPS United Parcel Service Inc 1.0%
Value ($000) $2,028,293 Shares 19,231 Est. Cost $68.20 Unrealized -0.8%
BA Boeing Co 1.0%
Value ($000) $2,025,835 Shares 15,959 Est. Cost $110.65 Unrealized +1.1%
PowerShares Build America Bond ETF 1.0%
Value ($000) $2,017,916 Shares 66,840 Est. Cost $4000.76 Unrealized
CVX Chevron Corp 0.9%
Value ($000) $1,921,309 Shares 20,139 Est. Cost $69.47 Unrealized -17.3%
Celgene Corp 0.9%
Value ($000) $1,881,892 Shares 18,802 Est. Cost $113129.91 Unrealized
VEU Vanguard FTSE All-World ex-US ETF 0.9%
Value ($000) $1,845,654 Shares 42,773 Est. Cost $12381.63 Unrealized
NVS Novartis AG 0.8%
Value ($000) $1,781,951 Shares 24,599 Est. Cost $2474.92 Unrealized
ECL Ecolab Inc 0.8%
Value ($000) $1,778,409 Shares 15,947 Est. Cost $101.09 Unrealized -5.7%
CB Chubb Ltd 0.8%
Value ($000) $1,765,326 Shares 14,816 Est. Cost $96.06 Unrealized 0.0%
BRK/B Berkshire Hathaway Inc 0.8%
Value ($000) $1,752,218 Shares 12,350 Est. Cost $144.37 Unrealized -8.2%
CL Colgate-Palmolive Co 0.8%
Value ($000) $1,735,866 Shares 24,569 Est. Cost $52.19 Unrealized +1.3%
VMC Vulcan Materials Co 0.8%
Value ($000) $1,715,512 Shares 16,250 Est. Cost $57.96 Unrealized +50.2%
UNM Unum Group 0.7%
Value ($000) $1,544,423 Shares 49,949 Est. Cost $30.24 Unrealized -3.0%
HON Honeywell International Inc 0.7%
Value ($000) $1,501,133 Shares 13,397 Est. Cost $70.60 Unrealized +8.1%
PRGO Perrigo Co PLC 0.7%
Value ($000) $1,464,453 Shares 11,447 Est. Cost $151.87 Unrealized -9.9%
XYL Xylem Inc 0.7%
Value ($000) $1,396,474 Shares 34,143 Est. Cost $32.03 Unrealized +1.9%
MRK Merck & Co Inc 0.7%
Value ($000) $1,387,238 Shares 26,218 Est. Cost $39.14 Unrealized -8.0%
SunTrust Banks Inc 0.7%
Value ($000) $1,382,229 Shares 38,310 Est. Cost $41.92 Unrealized
BUD Anheuser-Busch Inbev SA 0.7%
Value ($000) $1,377,493 Shares 11,050 Est. Cost $112.33 Unrealized
GE Co 0.6%
Value ($000) $1,359,275 Shares 42,757 Est. Cost $924.95 Unrealized
CNI Canadian National Railway Co 0.6%
Value ($000) $1,338,644 Shares 21,432 Est. Cost $55.92 Unrealized -16.4%
SBUX Starbucks Corp 0.6%
Value ($000) $1,310,474 Shares 21,951 Est. Cost $43.85 Unrealized +8.1%
SLB Schlumberger Ltd 0.6%
Value ($000) $1,306,997 Shares 17,722 Est. Cost $60.74 Unrealized -12.5%
Anadarko Petroleum Corp 0.6%
Value ($000) $1,292,261 Shares 27,748 Est. Cost $3892.07 Unrealized
PG Procter & Gamble Co 0.6%
Value ($000) $1,261,623 Shares 15,327 Est. Cost $62.16 Unrealized -0.8%
Pinnacle Financial Partners Inc 0.6%
Value ($000) $1,244,259 Shares 25,362 Est. Cost $50011.23 Unrealized
NEE NextEra Energy Inc 0.6%
Value ($000) $1,242,744 Shares 10,501 Est. Cost $18.89 Unrealized +15.4%
MDT Medtronic PLC 0.6%
Value ($000) $1,239,181 Shares 16,522 Est. Cost $58.17 Unrealized +1.2%
XRAY DENTSPLY SIRONA Inc 0.6%
Value ($000) $1,220,633 Shares 19,805 Est. Cost $58.93 Unrealized 0.0%
OXY Occidental Petroleum Corp 0.6%
Value ($000) $1,213,606 Shares 17,735 Est. Cost $58.96 Unrealized -14.6%
Nordstrom Inc 0.5%
Value ($000) $1,125,148 Shares 19,666 Est. Cost $5039.11 Unrealized
Praxair Inc 0.5%
Value ($000) $1,107,074 Shares 9,673 Est. Cost $5516.34 Unrealized
WestRock Co 0.5%
Value ($000) $1,078,896 Shares 27,642 Est. Cost $49566.41 Unrealized
Dow Chemical Co 0.5%
Value ($000) $1,028,453 Shares 20,221 Est. Cost $1854.93 Unrealized
NKE Nike Inc 0.5%
Value ($000) $1,020,094 Shares 16,595 Est. Cost $48.64 Unrealized +9.4%
EFA iShares MSCI EAFE 0.5%
Value ($000) $980,751 Shares 17,158 Est. Cost $7944.10 Unrealized
MAR Marriott International Inc 0.5%
Value ($000) $968,353 Shares 13,604 Est. Cost $66.18 Unrealized -10.0%
AXP American Express Co 0.5%
Value ($000) $953,849 Shares 15,535 Est. Cost $76.41 Unrealized -33.9%
CWB SPDR Barclays Convertible Secs ETF 0.4%
Value ($000) $923,886 Shares 21,386 Est. Cost $46.89 Unrealized
NSC Norfolk Southern Corp 0.4%
Value ($000) $910,288 Shares 10,934 Est. Cost $81.59 Unrealized -24.6%
PowerShares QQQ ETF 0.4%
Value ($000) $907,670 Shares 8,312 Est. Cost $12710.30 Unrealized
EMR Emerson Electric Co 0.4%
Value ($000) $866,391 Shares 15,932 Est. Cost $41.17 Unrealized -9.2%
RHHBY Roche Holding AG 0.4%
Value ($000) $861,582 Shares 27,998 Est. Cost $35056.71 Unrealized
Apache Corporation 0.4%
Value ($000) $861,252 Shares 17,645 Est. Cost $6799.50 Unrealized
VZ Verizon Communications Inc 0.4%
Value ($000) $839,260 Shares 15,518 Est. Cost $27.65 Unrealized +8.6%
VO Vanguard Mid-Cap ETF 0.4%
Value ($000) $813,574 Shares 6,711 Est. Cost $14990.19 Unrealized
TJX TJX Companies Inc 0.4%
Value ($000) $796,427 Shares 10,165 Est. Cost $28.11 Unrealized +12.4%
Hilton Worldwide Holdings Inc 0.4%
Value ($000) $794,888 Shares 35,297 Est. Cost $1581.88 Unrealized
GOOG Alphabet Inc Cap Stk Cl C 0.4%
Value ($000) $792,677 Shares 1,064 Est. Cost $35.61 Unrealized -0.2%
ETN Eaton Corp PLC 0.4%
Value ($000) $750,970 Shares 12,004 Est. Cost $50.73 Unrealized -12.8%
IEF iShares 7-10 Year Treasury Bond 0.4%
Value ($000) $747,940 Shares 6,778 Est. Cost $18907.29 Unrealized
D Dominion Resources Inc 0.4%
Value ($000) $744,814 Shares 9,915 Est. Cost $45.19 Unrealized +2.0%
NEM Newmont Mining Corp 0.3%
Value ($000) $707,028 Shares 26,600 Est. Cost $17.55 Unrealized +3.5%
EL The Estee Lauder Companies Inc 0.3%
Value ($000) $673,373 Shares 7,140 Est. Cost $64.09 Unrealized +22.6%
GLW Corning Inc 0.3%
Value ($000) $645,897 Shares 30,919 Est. Cost $15.37 Unrealized -7.2%
Tiffany & Co 0.3%
Value ($000) $627,399 Shares 8,550 Est. Cost $1582.71 Unrealized
SNY Sanofi SA 0.3%
Value ($000) $622,480 Shares 15,500 Est. Cost $7363.01 Unrealized
IWV iShares Russell 3000 0.3%
Value ($000) $621,824 Shares 5,145 Est. Cost $119368.83 Unrealized
IVV iShares Core S&P 500 0.3%
Value ($000) $619,836 Shares 3,124 Est. Cost $16348.93 Unrealized
GOOGL Alphabet Inc Cap Stk Cl A 0.3%
Value ($000) $581,329 Shares 762 Est. Cost $36.73 Unrealized -0.5%
IXN iShares Global Tech 0.3%
Value ($000) $574,137 Shares 5,750 Est. Cost $36736.61 Unrealized
DIS Walt Disney Co 0.3%
Value ($000) $555,838 Shares 5,597 Est. Cost $81.30 Unrealized +9.5%
MDU MDU Resources Group Inc 0.3%
Value ($000) $551,671 Shares 28,349 Est. Cost $6.84 Unrealized -26.7%
CVS CVS Health Corp 0.3%
Value ($000) $548,524 Shares 5,288 Est. Cost $72.60 Unrealized -0.3%
JH Financial Opportunities 0.3%
Value ($000) $546,264 Shares 22,480 Est. Cost $23.57 Unrealized
VNQ Vanguard REIT ETF 0.3%
Value ($000) $544,281 Shares 6,495 Est. Cost $24046.03 Unrealized
Halyard Health Inc 0.3%
Value ($000) $541,330 Shares 18,842 Est. Cost $5023.75 Unrealized
EWC iShares MSCI Canada 0.3%
Value ($000) $536,438 Shares 22,625 Est. Cost $28.86 Unrealized
GIS General Mills Inc 0.3%
Value ($000) $535,814 Shares 8,458 Est. Cost $35.24 Unrealized +16.9%
Ashland Inc 0.3%
Value ($000) $533,306 Shares 4,850 Est. Cost $6814.60 Unrealized
MUNI PIMCO Intermediate Municipal Bd Actv ETF 0.3%
Value ($000) $528,840 Shares 9,750 Est. Cost $53.63 Unrealized
IDXX IDEXX Laboratories Inc 0.2%
Value ($000) $516,912 Shares 6,600 Est. Cost $69.67 Unrealized +3.3%
COST Costco Wholesale Corp 0.2%
Value ($000) $504,256 Shares 3,200 Est. Cost $109.42 Unrealized +16.7%
RF Regions Financial Corp 0.2%
Value ($000) $498,223 Shares 63,468 Est. Cost $6.80 Unrealized -17.1%
GLD SPDR Gold Shares 0.2%
Value ($000) $494,911 Shares 4,207 Est. Cost $113.74 Unrealized
CBT Cabot Corp 0.2%
Value ($000) $494,319 Shares 10,228 Est. Cost $34.52 Unrealized -2.0%
Macquarie Infrastructure Corp 0.2%
Value ($000) $483,882 Shares 7,175 Est. Cost $71.08 Unrealized
AMAT Applied Materials Inc 0.2%
Value ($000) $481,848 Shares 22,750 Est. Cost $17.92 Unrealized -9.2%
HEDJ WisdomTree Europe Hedged Equity ETF 0.2%
Value ($000) $469,927 Shares 9,051 Est. Cost $10891.25 Unrealized
DG Dollar General Corp 0.2%
Value ($000) $463,866 Shares 5,419 Est. Cost $65.39 Unrealized +1.9%
DON WisdomTree MidCap Dividend ETF 0.2%
Value ($000) $460,506 Shares 5,347 Est. Cost $83.70 Unrealized
VCSH Vanguard Short-Term Corporate Bond ETF 0.2%
Value ($000) $458,295 Shares 5,726 Est. Cost $79.53 Unrealized
United States Treas Nts Tips 0.25%25 0.2%
Value ($000) $453,906 Shares 450,000 Est. Cost $958.31 Unrealized
UAA Under Armour Inc 0.2%
Value ($000) $447,478 Shares 5,275 Est. Cost $34.21 Unrealized +15.3%
AGG iShares Core US Aggregate Bond 0.2%
Value ($000) $435,542 Shares 3,930 Est. Cost $9829.44 Unrealized
LQD iShares iBoxx $ Invst Grade Crp Bond 0.2%
Value ($000) $434,168 Shares 3,654 Est. Cost $119.42 Unrealized
BlackRock Core Bond 0.2%
Value ($000) $424,744 Shares 31,721 Est. Cost $12669.99 Unrealized
TPH TRI Pointe Group Inc 0.2%
Value ($000) $423,455 Shares 35,947 Est. Cost $14.41 Unrealized -26.7%
HDV iShares Core High Dividend 0.2%
Value ($000) $419,693 Shares 5,380 Est. Cost $76.57 Unrealized
ATO Atmos Energy Corp 0.2%
Value ($000) $408,430 Shares 5,500 Est. Cost $40.22 Unrealized +35.0%
NVDA NVIDIA Corp 0.2%
Value ($000) $404,357 Shares 11,348 Est. Cost $0.72 Unrealized +4.0%
HD Home Depot Inc 0.2%
Value ($000) $395,875 Shares 2,966 Est. Cost $76.35 Unrealized +28.8%
GD General Dynamics Corp 0.2%
Value ($000) $377,688 Shares 2,875 Est. Cost $107.02 Unrealized -0.2%
NOC Northrop Grumman Corp 0.2%
Value ($000) $376,010 Shares 1,900 Est. Cost $114.24 Unrealized +41.0%
IGIB iShares Intermediate Credit Bond 0.2%
Value ($000) $373,494 Shares 3,405 Est. Cost $109.40 Unrealized
IWM iShares Russell 2000 0.2%
Value ($000) $370,831 Shares 3,352 Est. Cost $111960.80 Unrealized
SCHP Schwab US TIPS ETF 0.2%
Value ($000) $368,324 Shares 6,632 Est. Cost $53887.33 Unrealized
LOW Lowe's Companies Inc 0.2%
Value ($000) $366,630 Shares 4,840 Est. Cost $49.81 Unrealized +18.2%
EFG iShares MSCI EAFE Growth 0.2%
Value ($000) $362,107 Shares 5,502 Est. Cost $67139.06 Unrealized
IGM iShares North American Tech 0.2%
Value ($000) $361,747 Shares 3,269 Est. Cost $101.87 Unrealized
DUK Duke Energy Corporation 0.2%
Value ($000) $361,431 Shares 4,479 Est. Cost $50.95 Unrealized -0.9%
XLV Health Care Select Sector SPDR ETF 0.2%
Value ($000) $360,250 Shares 5,315 Est. Cost $1168.40 Unrealized
WFC Wells Fargo & Co 0.2%
Value ($000) $354,527 Shares 7,331 Est. Cost $39.12 Unrealized -5.1%
DOV Dover Corp 0.2%
Value ($000) $354,458 Shares 5,510 Est. Cost $50.83 Unrealized -19.4%
MCD McDonald's Corp 0.2%
Value ($000) $348,951 Shares 2,776 Est. Cost $70.55 Unrealized +33.2%
IGSB iShares 1-3 Year Credit Bond 0.2%
Value ($000) $347,886 Shares 3,300 Est. Cost $105.23 Unrealized
DVY iShares Select Dividend 0.2%
Value ($000) $346,770 Shares 4,246 Est. Cost $79.33 Unrealized
BMY Bristol-Myers Squibb Company 0.2%
Value ($000) $332,495 Shares 5,205 Est. Cost $39.48 Unrealized +13.5%
VTI Vanguard Total Stock Market ETF 0.2%
Value ($000) $328,682 Shares 3,135 Est. Cost $106184.73 Unrealized
BDX Becton Dickinson & Co 0.2%
Value ($000) $321,858 Shares 2,120 Est. Cost $120.17 Unrealized +1.7%
MUB iShares National Muni Bond 0.2%
Value ($000) $316,751 Shares 2,837 Est. Cost $12390.27 Unrealized
KHC The Kraft Heinz Co 0.1%
Value ($000) $309,133 Shares 3,935 Est. Cost $47.82 Unrealized +1.0%
IBM International Business Machines Corp 0.1%
Value ($000) $297,144 Shares 1,962 Est. Cost $100.47 Unrealized -16.3%
Nuveen S&P 500 Buy-Write Income 0.1%
Value ($000) $296,986 Shares 23,348 Est. Cost $4693.17 Unrealized
Stericycle Inc 0.1%
Value ($000) $295,284 Shares 2,340 Est. Cost $131.53 Unrealized
GILD Gilead Sciences Inc 0.1%
Value ($000) $292,574 Shares 3,185 Est. Cost $73.58 Unrealized -13.7%
IJR iShares Core S&P Small-Cap 0.1%
Value ($000) $289,304 Shares 2,570 Est. Cost $114.29 Unrealized
CMI Cummins Inc 0.1%
Value ($000) $283,095 Shares 2,575 Est. Cost $100.42 Unrealized -26.1%
WMT Wal-Mart Stores Inc 0.1%
Value ($000) $273,882 Shares 3,998 Est. Cost $17.07 Unrealized +7.3%
AWK American Water Works Co Inc 0.1%
Value ($000) $256,764 Shares 3,725 Est. Cost $43.91 Unrealized +22.6%
Diebold Inc 0.1%
Value ($000) $255,419 Shares 8,835 Est. Cost $34.65 Unrealized
IBB iShares Nasdaq Biotechnology 0.1%
Value ($000) $252,724 Shares 969 Est. Cost $303.15 Unrealized
RSG Republic Services Inc 0.1%
Value ($000) $249,209 Shares 5,230 Est. Cost $32.00 Unrealized +19.9%
MO Altria Group Inc 0.1%
Value ($000) $248,621 Shares 3,967 Est. Cost $27.13 Unrealized +14.6%
SRE Sempra Energy 0.1%
Value ($000) $247,118 Shares 2,375 Est. Cost $38.47 Unrealized -8.4%
META Facebook Inc 0.1%
Value ($000) $240,522 Shares 2,108 Est. Cost $89.26 Unrealized +17.4%
Laboratory Corp of America Holdings 0.1%
Value ($000) $235,548 Shares 2,011 Est. Cost $117044.56 Unrealized
BB&T Corp 0.1%
Value ($000) $228,298 Shares 6,862 Est. Cost $5713.49 Unrealized
IP International Paper Co 0.1%
Value ($000) $227,319 Shares 5,538 Est. Cost $27.44 Unrealized -16.9%
ISHXF Ishares Canadn Govt Bd Idx Etf Unit 0.1%
Value ($000) $225,981 Shares 13,165 Est. Cost $17736.09 Unrealized
HAIN The Hain Celestial Group Inc 0.1%
Value ($000) $225,414 Shares 5,510 Est. Cost $46.18 Unrealized -18.7%
BMO Bank Montreal Que Com 0.1%
Value ($000) $224,735 Shares 3,703 Est. Cost $39.80 Unrealized -7.5%
Nuance Communications Inc 0.1%
Value ($000) $217,738 Shares 11,650 Est. Cost $14.20 Unrealized
Atlantic Capital Bancshares Inc 0.1%
Value ($000) $215,512 Shares 15,460 Est. Cost $14980.31 Unrealized
PM Philip Morris International Inc 0.1%
Value ($000) $214,664 Shares 2,188 Est. Cost $49.20 Unrealized +13.5%
E.I. du Pont de Nemours & Co 0.1%
Value ($000) $211,552 Shares 3,341 Est. Cost $12851.84 Unrealized
TIP iShares TIPS Bond 0.1%
Value ($000) $203,829 Shares 1,778 Est. Cost $112049.71 Unrealized
WWW Wolverine World Wide Inc 0.1%
Value ($000) $201,588 Shares 10,944 Est. Cost $15.48 Unrealized -6.3%
XLE Energy Select Sector SPDR ETF 0.1%
Value ($000) $198,644 Shares 3,209 Est. Cost $9019.78 Unrealized
UNH UnitedHealth Group Inc 0.1%
Value ($000) $193,350 Shares 1,500 Est. Cost $99.59 Unrealized +1.3%
COP Conocophillips 0.1%
Value ($000) $193,026 Shares 4,793 Est. Cost $46.01 Unrealized -38.9%
ABBV AbbVie Inc 0.1%
Value ($000) $185,640 Shares 3,250 Est. Cost $41.34 Unrealized -10.2%
PSX Phillips 66 0.1%
Value ($000) $183,448 Shares 2,118 Est. Cost $53.94 Unrealized +3.9%
IYT iShares Transportation Average 0.1%
Value ($000) $182,284 Shares 1,280 Est. Cost $142636.22 Unrealized
UNP Union Pacific Corp 0.1%
Value ($000) $182,010 Shares 2,288 Est. Cost $88.15 Unrealized -29.7%
Allergan Plc Shs 0.1%
Value ($000) $180,920 Shares 675 Est. Cost $303459.12 Unrealized
XLK Technology Select Sector SPDR ETF 0.1%
Value ($000) $180,160 Shares 4,061 Est. Cost $41504.47 Unrealized
PCH Potlatch Corp 0.1%
Value ($000) $176,400 Shares 5,600 Est. Cost $1646.23 Unrealized
PFE Pfizer Inc 0.1%
Value ($000) $175,747 Shares 5,929 Est. Cost $20.35 Unrealized -8.2%
IYW iShares US Technology 0.1%
Value ($000) $168,175 Shares 1,550 Est. Cost $104669.70 Unrealized
VTIP Vanguard Short-Term Infl-Prot Secs ETF 0.1%
Value ($000) $163,258 Shares 3,323 Est. Cost $48679.81 Unrealized
PowerShares S&P Em Mkts Low Volatil ETF 0.1%
Value ($000) $158,188 Shares 7,015 Est. Cost $25.62 Unrealized
CHD Church & Dwight Co Inc 0.1%
Value ($000) $157,627 Shares 1,710 Est. Cost $36.39 Unrealized +5.5%
VIG Vanguard Dividend Appreciation ETF 0.1%
Value ($000) $157,294 Shares 1,935 Est. Cost $78496.09 Unrealized
SMBK SmartFinancial Inc 0.1%
Value ($000) $156,639 Shares 8,467 Est. Cost $15.85 Unrealized +0.4%
Spectra Energy Corp 0.1%
Value ($000) $156,455 Shares 5,112 Est. Cost $36.32 Unrealized
Time Warner Cable Inc 0.1%
Value ($000) $156,329 Shares 764 Est. Cost $178168.84 Unrealized
Bombardier Inc 0.1%
Value ($000) $156,297 Shares 154,920 Est. Cost $1717.61 Unrealized
VTV Vanguard Value ETF 0.1%
Value ($000) $155,469 Shares 1,887 Est. Cost $81563.33 Unrealized
Southwestern Energy Co 0.1%
Value ($000) $155,387 Shares 19,255 Est. Cost $2981.18 Unrealized
VNQI Vanguard Global ex-US Real Estate ETF 0.1%
Value ($000) $155,252 Shares 2,901 Est. Cost $55460.32 Unrealized
Mobileye NV 0.1%
Value ($000) $154,492 Shares 4,143 Est. Cost $51718.57 Unrealized
ACN Accenture PLC 0.1%
Value ($000) $154,059 Shares 1,335 Est. Cost $88.11 Unrealized -0.5%
BIIB Biogen Inc 0.1%
Value ($000) $153,588 Shares 590 Est. Cost $323.51 Unrealized -18.3%
MAA Mid-America Apartment Communities Inc 0.1%
Value ($000) $153,315 Shares 1,500 Est. Cost $52.27 Unrealized +26.3%
BAC Bank of America Corporation 0.1%
Value ($000) $152,100 Shares 11,250 Est. Cost $12.32 Unrealized -11.9%
FCX Freeport-McMoRan Inc 0.1%
Value ($000) $150,447 Shares 14,550 Est. Cost $21.38 Unrealized -70.2%
XHB SPDR S&P Homebuilders ETF 0.1%
Value ($000) $148,050 Shares 4,375 Est. Cost $36570.20 Unrealized
EPD Enterprise Products Partners LP 0.1%
Value ($000) $147,867 Shares 6,006 Est. Cost $36.03 Unrealized
XLI Industrial Select Sector SPDR ETF 0.1%
Value ($000) $147,106 Shares 2,652 Est. Cost $54059.86 Unrealized
TSLA Tesla Motors Inc 0.1%
Value ($000) $146,823 Shares 639 Est. Cost $15.18 Unrealized -13.3%
F Ford Motor Co 0.1%
Value ($000) $146,778 Shares 10,872 Est. Cost $8.31 Unrealized -10.4%
United States Treas Bds 0.1%
Value ($000) $146,301 Shares 100,000 Est. Cost $1370.43 Unrealized
XLF Financial Select Sector SPDR ETF 0.1%
Value ($000) $144,877 Shares 6,439 Est. Cost $24379.97 Unrealized
TGT Target Corp 0.1%
Value ($000) $142,755 Shares 1,735 Est. Cost $59.06 Unrealized -4.5%
SYK Stryker Corporation 0.1%
Value ($000) $139,583 Shares 1,300 Est. Cost $83.78 Unrealized +5.2%
PYPL PayPal Holdings Inc 0.1%
Value ($000) $138,612 Shares 3,591 Est. Cost $35.85 Unrealized +0.6%
Magellan Midstream Partners LP 0.1%
Value ($000) $137,600 Shares 2,000 Est. Cost $82.50 Unrealized
United States Treas Bds 0.1%
Value ($000) $137,207 Shares 100,000 Est. Cost $1281.56 Unrealized
WABCO Holdings Inc 0.1%
Value ($000) $136,002 Shares 1,272 Est. Cost $123719.34 Unrealized
SO Southern Co 0.1%
Value ($000) $132,739 Shares 2,566 Est. Cost $27.79 Unrealized +15.9%
VV Vanguard Large-Cap ETF 0.1%
Value ($000) $132,084 Shares 1,405 Est. Cost $94709.21 Unrealized
FLOT iShares Floating Rate Bond 0.1%
Value ($000) $130,083 Shares 2,580 Est. Cost $50639.93 Unrealized
Commerce Union Bancshares Inc 0.1%
Value ($000) $128,522 Shares 7,963 Est. Cost $14399.98 Unrealized
AGL Resources Inc 0.1%
Value ($000) $123,766 Shares 1,900 Est. Cost $46560.00 Unrealized
C Citigroup Inc 0.1%
Value ($000) $122,810 Shares 2,941 Est. Cost $39.11 Unrealized -20.1%
BSV Vanguard Short-Term Bond ETF 0.1%
Value ($000) $120,945 Shares 1,500 Est. Cost $80189.51 Unrealized
DHR Danaher Corp 0.1%
Value ($000) $120,664 Shares 1,272 Est. Cost $34.86 Unrealized +4.6%
TM Toyota Motor Corp 0.1%
Value ($000) $118,546 Shares 1,115 Est. Cost $131829.03 Unrealized
MDLZ Mondelez International Inc 0.1%
Value ($000) $117,671 Shares 2,933 Est. Cost $30.85 Unrealized +5.0%
KMI Kinder Morgan Inc 0.1%
Value ($000) $114,304 Shares 6,400 Est. Cost $21.23 Unrealized -53.1%
ProShares UltraShort S&P500 0.1%
Value ($000) $113,700 Shares 6,000 Est. Cost $21060.00 Unrealized
BP BP PLC 0.1%
Value ($000) $112,420 Shares 3,725 Est. Cost $35105.39 Unrealized
WMB Williams Companies Inc 0.1%
Value ($000) $112,088 Shares 6,975 Est. Cost $27.17 Unrealized -63.5%
AFL Aflac Inc 0.1%
Value ($000) $111,757 Shares 1,770 Est. Cost $24.64 Unrealized -4.3%
LMT Lockheed Martin Corp 0.1%
Value ($000) $110,750 Shares 500 Est. Cost $144.57 Unrealized +14.3%
United States Treas Nts Tips 0.625%21 0.1%
Value ($000) $110,321 Shares 100,000 Est. Cost $1062.19 Unrealized
NJR New Jersey Resources Corp 0.1%
Value ($000) $109,290 Shares 3,000 Est. Cost $21.03 Unrealized +18.9%
Alcoa Inc 0.1%
Value ($000) $108,149 Shares 11,289 Est. Cost $10115.13 Unrealized
APD Air Products & Chemicals Inc 0.1%
Value ($000) $108,037 Shares 750 Est. Cost $104.89 Unrealized -9.7%
LLY Eli Lilly and Co 0.1%
Value ($000) $108,015 Shares 1,500 Est. Cost $61.10 Unrealized +4.7%
DEO Diageo PLC 0.1%
Value ($000) $107,762 Shares 999 Est. Cost $115945.35 Unrealized
IVW iShares S&P 500 Growth 0.1%
Value ($000) $106,271 Shares 917 Est. Cost $113859.32 Unrealized
IJJ iShares S&P Mid-Cap 400 Value 0.1%
Value ($000) $105,434 Shares 850 Est. Cost $124213.65 Unrealized
NSRGY Nestle SA 0.0%
Value ($000) $104,137 Shares 1,395 Est. Cost $72449.01 Unrealized
BNDX Vanguard Total International Bond ETF 0.0%
Value ($000) $102,862 Shares 1,886 Est. Cost $53.14 Unrealized
Synovus Financial Corp 0.0%
Value ($000) $102,832 Shares 3,556 Est. Cost $30827.91 Unrealized
ADP Automatic Data Processing Inc 0.0%
Value ($000) $100,923 Shares 1,125 Est. Cost $67.60 Unrealized +0.1%
IJK iShares S&P Mid-Cap 400 Growth 0.0%
Value ($000) $96,752 Shares 595 Est. Cost $169499.22 Unrealized
BlackRock Taxable Municipal Bond Trust 0.0%
Value ($000) $96,558 Shares 4,200 Est. Cost $19870.00 Unrealized
Piedmont Natural Gas Co Inc 0.0%
Value ($000) $95,728 Shares 1,600 Est. Cost $35310.00 Unrealized
Canadian Pac Ry Ltd Com 0.0%
Value ($000) $94,873 Shares 715 Est. Cost $192.86 Unrealized
TIAA Stable Value 0.0%
Value ($000) $93,561 Shares 93,561 Est. Cost $1000.00 Unrealized
Time Warner Inc 0.0%
Value ($000) $90,614 Shares 1,249 Est. Cost $87409.93 Unrealized
PRLB Proto Labs Inc 0.0%
Value ($000) $89,038 Shares 1,155 Est. Cost $70.59 Unrealized -8.5%
SCHG Schwab US Large-Cap Growth ETF 0.0%
Value ($000) $87,393 Shares 1,667 Est. Cost $52850.13 Unrealized
MS Morgan Stanley 0.0%
Value ($000) $87,284 Shares 3,490 Est. Cost $28.24 Unrealized -31.6%
CAT Caterpillar Inc 0.0%
Value ($000) $86,997 Shares 1,136 Est. Cost $69.13 Unrealized -23.2%
IEV iShares Europe 0.0%
Value ($000) $86,824 Shares 2,220 Est. Cost $1879.31 Unrealized
American Cnt Cap Preservatn-Inv 0.0%
Value ($000) $86,307 Shares 86,307 Est. Cost $1000.00 Unrealized
C.R. Bard Inc 0.0%
Value ($000) $85,729 Shares 423 Est. Cost $170699.08 Unrealized
PRU Prudential Financial Inc 0.0%
Value ($000) $85,580 Shares 1,185 Est. Cost $53.15 Unrealized -15.7%
XLU Utilities Select Sector SPDR ETF 0.0%
Value ($000) $84,964 Shares 1,712 Est. Cost $42271.33 Unrealized
GM General Motors Co 0.0%
Value ($000) $84,861 Shares 2,700 Est. Cost $25.81 Unrealized -5.9%
M Macy's Inc 0.0%
Value ($000) $84,652 Shares 1,920 Est. Cost $55.10 Unrealized -25.0%
ORCL Oracle Corp 0.0%
Value ($000) $83,865 Shares 2,050 Est. Cost $37.00 Unrealized -13.6%
AMGN Amgen Inc 0.0%
Value ($000) $83,061 Shares 554 Est. Cost $112.87 Unrealized -1.9%
EZU iShares MSCI Eurozone 0.0%
Value ($000) $81,332 Shares 2,365 Est. Cost $36.34 Unrealized
ZTS Zoetis Inc 0.0%
Value ($000) $79,794 Shares 1,800 Est. Cost $41.90 Unrealized -6.2%
Dr Pepper Snapple Group Inc 0.0%
Value ($000) $77,795 Shares 870 Est. Cost $72900.00 Unrealized
BHB Bar Harbor Bankshares 0.0%
Value ($000) $75,509 Shares 2,273 Est. Cost $16.16 Unrealized -6.1%
VDE Vanguard Energy ETF 0.0%
Value ($000) $75,349 Shares 878 Est. Cost $101572.58 Unrealized
EWG iShares MSCI Germany 0.0%
Value ($000) $75,260 Shares 2,925 Est. Cost $27.41 Unrealized
Citrix Systems Inc 0.0%
Value ($000) $74,651 Shares 950 Est. Cost $70159.81 Unrealized
GlaxoSmithKline PLC 0.0%
Value ($000) $74,206 Shares 1,830 Est. Cost $40761.84 Unrealized
Invesco Mortgage Capital Inc 0.0%
Value ($000) $73,080 Shares 6,000 Est. Cost $14320.00 Unrealized
VWO Vanguard FTSE Emerging Markets ETF 0.0%
Value ($000) $72,099 Shares 2,085 Est. Cost $40.00 Unrealized
Central Fd Cda Ltd Cl A 0.0%
Value ($000) $71,940 Shares 6,000 Est. Cost $11660.00 Unrealized
iShares Gold Trust 0.0%
Value ($000) $71,874 Shares 6,050 Est. Cost $11.42 Unrealized
BK Bank of New York Mellon Corp 0.0%
Value ($000) $71,339 Shares 1,937 Est. Cost $32.66 Unrealized -13.8%
FHN First Horizon National Corp 0.0%
Value ($000) $70,556 Shares 5,386 Est. Cost $10.47 Unrealized -12.6%
DIA SPDR Dow Jones Industrial Average ETF 0.0%
Value ($000) $68,889 Shares 390 Est. Cost $175820.00 Unrealized
NUE Nucor Corp 0.0%
Value ($000) $68,821 Shares 1,455 Est. Cost $37.23 Unrealized -12.9%
GVI iShares Interm Government/Credit Bd 0.0%
Value ($000) $68,356 Shares 610 Est. Cost $110666.38 Unrealized
AZN AstraZeneca PLC 0.0%
Value ($000) $67,584 Shares 2,400 Est. Cost $46210.63 Unrealized
RNST Renasant Corp 0.0%
Value ($000) $67,432 Shares 2,049 Est. Cost $32.12 Unrealized -0.9%
McDermott International Inc 0.0%
Value ($000) $66,523 Shares 16,265 Est. Cost $4836.20 Unrealized
AEP American Electric Power Co Inc 0.0%
Value ($000) $66,400 Shares 1,000 Est. Cost $37.99 Unrealized +15.0%
XIFR NextEra Energy Partners LP 0.0%
Value ($000) $65,935 Shares 2,425 Est. Cost $26.14 Unrealized +2.2%
VEA Vanguard FTSE Developed Markets ETF 0.0%
Value ($000) $65,839 Shares 1,835 Est. Cost $36495.88 Unrealized
SYF Synchrony Financial 0.0%
Value ($000) $65,774 Shares 2,295 Est. Cost $24.92 Unrealized -11.0%
QCOM Qualcomm Inc 0.0%
Value ($000) $64,487 Shares 1,261 Est. Cost $53.34 Unrealized -30.8%
WM Waste Management Inc 0.0%
Value ($000) $63,720 Shares 1,080 Est. Cost $40.91 Unrealized +12.3%
ITOT iShares Core S&P Total US Stock Mkt 0.0%
Value ($000) $63,484 Shares 680 Est. Cost $94379.06 Unrealized
ABT Abbott Laboratories 0.0%
Value ($000) $63,414 Shares 1,516 Est. Cost $37.24 Unrealized -11.4%
ADSK Autodesk Inc 0.0%
Value ($000) $61,925 Shares 1,062 Est. Cost $56.17 Unrealized -7.2%
APA Stock 0.0%
Value ($000) $61,704 Shares 900 Est. Cost $68560.00 Unrealized
FSLR First Solar Inc 0.0%
Value ($000) $61,623 Shares 900 Est. Cost $55.86 Unrealized +20.0%
USB US Bancorp 0.0%
Value ($000) $61,290 Shares 1,510 Est. Cost $29.91 Unrealized -7.1%
EEM iShares MSCI Emerging Markets 0.0%
Value ($000) $60,793 Shares 1,775 Est. Cost $34249.58 Unrealized
BND Vanguard Total Bond Market ETF 0.0%
Value ($000) $60,282 Shares 728 Est. Cost $81540.85 Unrealized
MKC McCormick & Co Inc 0.0%
Value ($000) $60,185 Shares 605 Est. Cost $31.80 Unrealized +17.2%
HD Supply Holdings Inc 0.0%
Value ($000) $60,022 Shares 1,815 Est. Cost $33149.36 Unrealized
United States Treas Nts Inflation Index Tips Note-A-2019 2.125% 01/15/19 B/E Dtd 0.0%
Value ($000) $59,559 Shares 50,000 Est. Cost $1172.24 Unrealized
VTR Ventas Inc 0.0%
Value ($000) $59,497 Shares 945 Est. Cost $34.92 Unrealized +5.0%
TLT iShares 20+ Year Treasury Bond 0.0%
Value ($000) $58,906 Shares 451 Est. Cost $117460.00 Unrealized
BNS Bank N S Halifax Com 0.0%
Value ($000) $58,876 Shares 1,205 Est. Cost $31.00 Unrealized -17.8%
XLY Consumer Discret Sel Sect SPDR ETF 0.0%
Value ($000) $58,534 Shares 740 Est. Cost $76793.07 Unrealized
PowerShares Dynamic Building & Const ETF 0.0%
Value ($000) $57,385 Shares 2,300 Est. Cost $23680.00 Unrealized
Encana Corp 0.0%
Value ($000) $57,246 Shares 9,400 Est. Cost $11020.00 Unrealized
SDY SPDR S&P Dividend ETF 0.0%
Value ($000) $56,750 Shares 710 Est. Cost $76209.30 Unrealized
KRE SPDR S&P Regional Banking ETF 0.0%
Value ($000) $55,519 Shares 1,475 Est. Cost $43744.19 Unrealized
Raytheon Co 0.0%
Value ($000) $55,183 Shares 450 Est. Cost $105296.30 Unrealized
EWL iShares MSCI Switzerland Capped 0.0%
Value ($000) $55,000 Shares 1,850 Est. Cost $32749.73 Unrealized
Chicago Bridge & Iron Co NV 0.0%
Value ($000) $54,885 Shares 1,500 Est. Cost $50040.00 Unrealized
Buckeye Partners LP 0.0%
Value ($000) $54,352 Shares 800 Est. Cost $73930.00 Unrealized
SCHM Schwab US Mid-Cap ETF 0.0%
Value ($000) $54,107 Shares 1,332 Est. Cost $40097.91 Unrealized
AOS A.O. Smith Corp 0.0%
Value ($000) $53,417 Shares 700 Est. Cost $29.03 Unrealized +2.3%
United States Treas Bds 0.0%
Value ($000) $53,095 Shares 40,000 Est. Cost $1290.70 Unrealized
IYE iShares US Energy 0.0%
Value ($000) $53,039 Shares 1,525 Est. Cost $42379.67 Unrealized
United States Treas Nts Tips 0.625%24 0.0%
Value ($000) $52,891 Shares 50,000 Est. Cost $1007.38 Unrealized
AAL American Airlines Group Inc 0.0%
Value ($000) $51,959 Shares 1,267 Est. Cost $43.35 Unrealized -11.1%
IWN iShares Russell 2000 Value Index Fund 0.0%
Value ($000) $50,783 Shares 545 Est. Cost $101235.03 Unrealized
Vectren Corp 0.0%
Value ($000) $50,560 Shares 1,000 Est. Cost $38480.00 Unrealized
XLB Materials Select Sector SPDR ETF 0.0%
Value ($000) $47,981 Shares 1,070 Est. Cost $48024.35 Unrealized
ARM Holdings PLC 0.0%
Value ($000) $47,840 Shares 1,095 Est. Cost $49269.41 Unrealized
Guggenheim Spin-Off ETF 0.0%
Value ($000) $47,272 Shares 1,225 Est. Cost $44.76 Unrealized
ASTE Astec Industries Inc 0.0%
Value ($000) $46,670 Shares 1,000 Est. Cost $36.44 Unrealized -1.2%
Homebancorp Inc 0.0%
Value ($000) $46,200 Shares 4,000 Est. Cost $9430.00 Unrealized
EMC Corp 0.0%
Value ($000) $44,718 Shares 1,678 Est. Cost $26389.76 Unrealized
ALL Allstate Corp 0.0%
Value ($000) $44,059 Shares 654 Est. Cost $52.54 Unrealized -3.9%
Guggenheim S&P 500 Equal Weight ETF 0.0%
Value ($000) $43,976 Shares 560 Est. Cost $79800.00 Unrealized
WPX Energy Inc 0.0%
Value ($000) $43,044 Shares 6,158 Est. Cost $12215.50 Unrealized
BlackRock Inc 0.0%
Value ($000) $42,571 Shares 125 Est. Cost $340568.00 Unrealized
ACE Ltd 0.0%
Value ($000) $42,244 Shares 352 Est. Cost $116474.80 Unrealized
TIAA Stable Value 0.0%
Value ($000) $42,078 Shares 42,078 Est. Cost $1000.00 Unrealized
VOE Vanguard Mid-Cap Value ETF 0.0%
Value ($000) $41,817 Shares 480 Est. Cost $87538.02 Unrealized
Express Scripts Holding Co 0.0%
Value ($000) $41,557 Shares 605 Est. Cost $88938.84 Unrealized
Tableau Software Inc 0.0%
Value ($000) $40,365 Shares 880 Est. Cost $79432.59 Unrealized
Pioneer Natural Resources Co 0.0%
Value ($000) $40,251 Shares 286 Est. Cost $138688.81 Unrealized
Merrill Lynch Capital Trust III 0.0%
Value ($000) $39,460 Shares 1,509 Est. Cost $26149.77 Unrealized
CAC Camden National Corp 0.0%
Value ($000) $38,808 Shares 924 Est. Cost $17.85 Unrealized +6.0%
EOG EOG Resources Inc 0.0%
Value ($000) $38,467 Shares 530 Est. Cost $63.74 Unrealized -19.9%
XLP Consumer Staples Select Sector SPDR ETF 0.0%
Value ($000) $38,167 Shares 719 Est. Cost $47561.51 Unrealized
Deutsche Bank Conting Cp-8 05 PC Tr Pfd Secs 08-Without Fixed Maturity Pfd 0.0%
Value ($000) $37,757 Shares 1,493 Est. Cost $25289.35 Unrealized
IJT iShares S&P Small-Cap 600 Growth 0.0%
Value ($000) $37,260 Shares 300 Est. Cost $131000.00 Unrealized
NYF iShares New York Muni Bond 0.0%
Value ($000) $36,789 Shares 326 Est. Cost $109990.74 Unrealized
PGR Progressive Corp 0.0%
Value ($000) $36,721 Shares 1,045 Est. Cost $20.09 Unrealized +19.6%
Red Hat Inc 0.0%
Value ($000) $36,137 Shares 485 Est. Cost $79385.27 Unrealized
PowerShares S&P 500 High Div Low VolETF 0.0%
Value ($000) $35,746 Shares 963 Est. Cost $37119.42 Unrealized
Coca-Cola Enterprises Inc 0.0%
Value ($000) $35,518 Shares 700 Est. Cost $43440.00 Unrealized
KN Knowles Corp 0.0%
Value ($000) $34,927 Shares 2,650 Est. Cost $19.39 Unrealized -36.5%
TIAA Stable Value 0.0%
Value ($000) $34,919 Shares 34,919 Est. Cost $1000.00 Unrealized
ISDXF Ishares Canadn Corp Bd Idx Etf Unit 0.0%
Value ($000) $34,667 Shares 2,100 Est. Cost $17263.33 Unrealized
Agrium Inc Com 0.0%
Value ($000) $33,991 Shares 385 Est. Cost $105949.75 Unrealized
Cardno Ltd 0.0%
Value ($000) $33,982 Shares 39,455 Est. Cost $1500.80 Unrealized
Barclays Bank PLC 0.0%
Value ($000) $33,825 Shares 1,303 Est. Cost $25959.32 Unrealized
ISDJF Ishares Cad Select Dvd Idx Etf Unit 0.0%
Value ($000) $33,820 Shares 2,000 Est. Cost $18769.50 Unrealized
GNRC Generac Holdings Inc 0.0%
Value ($000) $33,516 Shares 900 Est. Cost $43.23 Unrealized -25.5%
IRSHF Ishares Cor S&p Tsx Cp Cmp Etf Unit 0.0%
Value ($000) $33,016 Shares 2,000 Est. Cost $18425.00 Unrealized
DLTR Dollar Tree Inc 0.0%
Value ($000) $32,984 Shares 400 Est. Cost $79.07 Unrealized -0.3%
Kansas City Southern Inc 0.0%
Value ($000) $32,898 Shares 385 Est. Cost $74667.53 Unrealized
Panera Bread Co 0.0%
Value ($000) $32,772 Shares 160 Est. Cost $181017.19 Unrealized
USMV iShares MSCI USA Minimum Volatility 0.0%
Value ($000) $32,508 Shares 740 Est. Cost $43929.73 Unrealized
EWA iShares MSCI Australia 0.0%
Value ($000) $32,071 Shares 1,660 Est. Cost $21029.82 Unrealized
VLO Valero Energy Corp 0.0%
Value ($000) $32,070 Shares 500 Est. Cost $38.94 Unrealized +10.1%
TFI SPDR Nuveen Barclays Municipal Bond ETF 0.0%
Value ($000) $32,069 Shares 650 Est. Cost $49336.92 Unrealized
TOL Toll Brothers Inc 0.0%
Value ($000) $32,018 Shares 1,085 Est. Cost $37.36 Unrealized -25.2%
VFC VF Corp 0.0%
Value ($000) $31,926 Shares 493 Est. Cost $68.04 Unrealized -14.7%
Aqua America Inc 0.0%
Value ($000) $31,820 Shares 1,000 Est. Cost $24490.00 Unrealized
BOND PIMCO Total Return Active ETF 0.0%
Value ($000) $31,641 Shares 300 Est. Cost $107000.00 Unrealized
Splunk Inc 0.0%
Value ($000) $31,559 Shares 645 Est. Cost $62579.70 Unrealized
PowerShares DB Agriculture ETF 0.0%
Value ($000) $30,900 Shares 1,500 Est. Cost $23350.00 Unrealized
Merrill Lynch Capital Trust II 0.0%
Value ($000) $30,839 Shares 1,199 Est. Cost $25409.51 Unrealized
VAC Marriott Vacations Worldwide Corp 0.0%
Value ($000) $30,645 Shares 454 Est. Cost $85.26 Unrealized -33.6%
EFAV iShares MSCI EAFE Minimum Volatility 0.0%
Value ($000) $30,562 Shares 460 Est. Cost $65289.13 Unrealized
IUSG iShares Core US Growth 0.0%
Value ($000) $30,010 Shares 370 Est. Cost $80011.84 Unrealized
Guggenheim S&P Global Water ETF 0.0%
Value ($000) $29,673 Shares 1,056 Est. Cost $28579.69 Unrealized
CSX CSX Corp 0.0%
Value ($000) $29,612 Shares 1,150 Est. Cost $9.83 Unrealized -28.7%
VOT Vanguard Mid-Cap Growth ETF 0.0%
Value ($000) $29,576 Shares 295 Est. Cost $99000.92 Unrealized
VOD Vodafone Group PLC 0.0%
Value ($000) $29,261 Shares 913 Est. Cost $35565.02 Unrealized
TXT Textron Inc 0.0%
Value ($000) $29,168 Shares 800 Est. Cost $44.73 Unrealized -22.7%
AMP Ameriprise Financial Inc 0.0%
Value ($000) $29,143 Shares 310 Est. Cost $101.78 Unrealized -28.4%
Broadcom Ltd 0.0%
Value ($000) $29,046 Shares 188 Est. Cost $154500.00 Unrealized
Financial Services Select Sector SPDR 0.0%
Value ($000) $29,043 Shares 1,022 Est. Cost $30879.65 Unrealized
PowerShares Dividend Achievers ETF 0.0%
Value ($000) $28,832 Shares 1,325 Est. Cost $20709.47 Unrealized
VSS Vanguard FTSE All-World ex-US Sm-Cp ETF 0.0%
Value ($000) $28,761 Shares 308 Est. Cost $101919.66 Unrealized
Enbridge Energy Partners LP 0.0%
Value ($000) $28,396 Shares 1,550 Est. Cost $32999.02 Unrealized
ILMN Illumina Inc 0.0%
Value ($000) $28,369 Shares 175 Est. Cost $152.87 Unrealized 0.0%
MCK McKesson Corp 0.0%
Value ($000) $28,305 Shares 180 Est. Cost $213.12 Unrealized -29.8%
WMMVY Wal - Mart de Mexico SAB de CV 0.0%
Value ($000) $27,492 Shares 1,152 Est. Cost $24466.54 Unrealized
FLR Fluor Corp 0.0%
Value ($000) $26,850 Shares 500 Est. Cost $47.72 Unrealized -10.0%
AVT Avnet Inc 0.0%
Value ($000) $26,801 Shares 605 Est. Cost $33.33 Unrealized -1.6%
BIV Vanguard Intermediate-Term Bond ETF 0.0%
Value ($000) $26,743 Shares 310 Est. Cost $83286.05 Unrealized
EPR EPR Properties 0.0%
Value ($000) $26,648 Shares 400 Est. Cost $54780.00 Unrealized
OMC Omnicom Group Inc 0.0%
Value ($000) $26,633 Shares 320 Est. Cost $49.25 Unrealized +9.2%
SCHZ Schwab US Aggregate Bond ETF 0.0%
Value ($000) $26,591 Shares 503 Est. Cost $51648.70 Unrealized
SUB iShares Short-Term National Muni Bond 0.0%
Value ($000) $26,535 Shares 250 Est. Cost $105668.00 Unrealized
SCHR Schwab Intermediate-Term US Trs ETF 0.0%
Value ($000) $26,508 Shares 479 Est. Cost $53662.01 Unrealized
Kellogg Co 0.0%
Value ($000) $26,486 Shares 346 Est. Cost $41.63 Unrealized +16.9%
HEEM iShares Currency Hedged MSCI Emerg Mkts 0.0%
Value ($000) $26,367 Shares 1,275 Est. Cost $20000.00 Unrealized
ALARX Alger Cap App Institutional I 0.0%
Value ($000) $26,203 Shares 794 Est. Cost $34099.50 Unrealized
LBFAX Loomis Sayles Bond ADM 0.0%
Value ($000) $25,556 Shares 1,267 Est. Cost $20170.48 Unrealized
BWXT Bwx Technologies Inc 0.0%
Value ($000) $25,170 Shares 750 Est. Cost $20.82 Unrealized +32.1%
American Intl Group Inc Wt Exp 011921 0.0%
Value ($000) $24,310 Shares 1,300 Est. Cost $27710.00 Unrealized
BAX Baxter International Inc 0.0%
Value ($000) $24,237 Shares 590 Est. Cost $31.47 Unrealized +3.2%
UAL United Continental Holdings Inc 0.0%
Value ($000) $23,944 Shares 400 Est. Cost $57.89 Unrealized -8.3%
Baxalta Inc 0.0%
Value ($000) $23,836 Shares 590 Est. Cost $31508.47 Unrealized
Total System Services Inc 0.0%
Value ($000) $23,790 Shares 500 Est. Cost $41770.00 Unrealized
UNFI United Natural Foods Inc 0.0%
Value ($000) $23,777 Shares 590 Est. Cost $65.91 Unrealized -44.0%
Royal Dutch Shell PLC ADR Class A 0.0%
Value ($000) $23,498 Shares 485 Est. Cost $56850.46 Unrealized
RHI Robert Half International Inc 0.0%
Value ($000) $23,290 Shares 500 Est. Cost $41.88 Unrealized 0.0%
EAT Brinker International Inc 0.0%
Value ($000) $22,975 Shares 500 Est. Cost $48.51 Unrealized -14.3%
Amarin Corp PLC 0.0%
Value ($000) $22,950 Shares 15,000 Est. Cost $2.33 Unrealized
PAA Plains All American Pipeline LP 0.0%
Value ($000) $22,647 Shares 1,080 Est. Cost $43569.93 Unrealized
MFC Manulife Financial Corp 0.0%
Value ($000) $22,494 Shares 1,592 Est. Cost $16.13 Unrealized -16.9%
ING Groep NV 0.0%
Value ($000) $22,333 Shares 868 Est. Cost $25729.26 Unrealized
Linear Technology Corp 0.0%
Value ($000) $22,280 Shares 500 Est. Cost $44230.00 Unrealized
USIG iShares Core US Credit Bond 0.0%
Value ($000) $22,060 Shares 200 Est. Cost $108570.00 Unrealized
EPP iShares MSCI Pacific ex Japan 0.0%
Value ($000) $21,963 Shares 560 Est. Cost $43400.00 Unrealized
Energen Corp 0.0%
Value ($000) $21,954 Shares 600 Est. Cost $68300.00 Unrealized
EQT EQT Corp 0.0%
Value ($000) $21,859 Shares 325 Est. Cost $43.09 Unrealized -31.7%
MHK Mohawk Industries Inc 0.0%
Value ($000) $21,762 Shares 114 Est. Cost $184.98 Unrealized -5.9%
AYI Acuity Brands Inc 0.0%
Value ($000) $21,595 Shares 99 Est. Cost $169.64 Unrealized +17.8%
EDV Vanguard Extended Duration Treasury ETF 0.0%
Value ($000) $21,554 Shares 170 Est. Cost $113200.00 Unrealized
Viacom Inc 0.0%
Value ($000) $20,763 Shares 503 Est. Cost $64638.86 Unrealized
LVIP DIMENSIONAL US EQUITY MNGD VOLATLTY 0.0%
Value ($000) $20,663 Shares 1,613 Est. Cost $12810.29 Unrealized
EEMV iShares MSCI Emerging Markets Mini Vol 0.0%
Value ($000) $20,548 Shares 400 Est. Cost $57679.17 Unrealized
FPX First Trust US IPO ETF 0.0%
Value ($000) $20,311 Shares 405 Est. Cost $54559.09 Unrealized
Johnson Controls Inc 0.0%
Value ($000) $20,069 Shares 515 Est. Cost $43738.09 Unrealized
SCHV Schwab US Large-Cap Value ETF 0.0%
Value ($000) $19,837 Shares 459 Est. Cost $42512.79 Unrealized
AIR AAR Corp 0.0%
Value ($000) $19,779 Shares 850 Est. Cost $24.80 Unrealized -15.9%
ISHQF Ishares Core Hi Qual Cdn Bd Et Com Unit 0.0%
Value ($000) $19,540 Shares 1,200 Est. Cost $16862.50 Unrealized
THO Thor Industries Inc 0.0%
Value ($000) $19,131 Shares 300 Est. Cost $45.48 Unrealized -0.9%
VOO Vanguard 500 ETF 0.0%
Value ($000) $18,856 Shares 100 Est. Cost $187740.00 Unrealized
SCANA Corp 0.0%
Value ($000) $18,379 Shares 262 Est. Cost $50648.86 Unrealized
PureFunds ISE Cyber Security ETF 0.0%
Value ($000) $18,337 Shares 765 Est. Cost $30108.10 Unrealized
VBR Vanguard Small-Cap Value ETF 0.0%
Value ($000) $18,039 Shares 177 Est. Cost $99239.59 Unrealized
LPX Louisiana-Pacific Corp 0.0%
Value ($000) $17,976 Shares 1,050 Est. Cost $16.99 Unrealized -6.9%
Ingram Micro Inc 0.0%
Value ($000) $17,955 Shares 500 Est. Cost $25030.00 Unrealized
CBL & Associates Properties Inc 0.0%
Value ($000) $17,895 Shares 750 Est. Cost $24949.33 Unrealized
iShares MSCI Japan 0.0%
Value ($000) $17,788 Shares 1,559 Est. Cost $12315.10 Unrealized
Asia Pacific Fund 0.0%
Value ($000) $17,788 Shares 1,851 Est. Cost $12799.57 Unrealized
SCHA Schwab US Small-Cap ETF 0.0%
Value ($000) $17,557 Shares 337 Est. Cost $52164.02 Unrealized
PIMCO Dynamic Credit Income 0.0%
Value ($000) $17,440 Shares 1,000 Est. Cost $20.62 Unrealized
SCHF Schwab International Equity ETF 0.0%
Value ($000) $16,865 Shares 622 Est. Cost $27565.92 Unrealized
VLY Valley National Bancorp 0.0%
Value ($000) $16,809 Shares 1,762 Est. Cost $10.39 Unrealized -12.6%
STPZ PIMCO 1-5 Year US TIPS ETF 0.0%
Value ($000) $16,752 Shares 320 Est. Cost $52218.75 Unrealized
Barclays Bank PLC 0.0%
Value ($000) $16,575 Shares 649 Est. Cost $25539.29 Unrealized
Scripps Networks Interactive Inc 0.0%
Value ($000) $16,375 Shares 250 Est. Cost $75.22 Unrealized
NXPI NXP Semiconductors NV 0.0%
Value ($000) $16,214 Shares 200 Est. Cost $91.13 Unrealized -27.3%
GS Goldman Sachs Group Inc 0.0%
Value ($000) $15,698 Shares 100 Est. Cost $164.61 Unrealized -23.3%
Noble Corp PLC 0.0%
Value ($000) $15,525 Shares 1,500 Est. Cost $15390.00 Unrealized
Ishares Float Rate Nt Idx Etf Unit 0.0%
Value ($000) $15,479 Shares 1,000 Est. Cost $16109.00 Unrealized
FDX Fedex Corp 0.0%
Value ($000) $15,458 Shares 95 Est. Cost $148.37 Unrealized -19.7%
DE Deere & Co 0.0%
Value ($000) $15,398 Shares 200 Est. Cost $75.36 Unrealized -12.0%
DSI iShares MSCI KLD 400 Social 0.0%
Value ($000) $15,310 Shares 200 Est. Cost $76070.00 Unrealized
CLX Clorox Co 0.0%
Value ($000) $15,127 Shares 120 Est. Cost $80.03 Unrealized +20.1%
Hillenbrand Inc 0.0%
Value ($000) $14,975 Shares 500 Est. Cost $30700.00 Unrealized
RWX SPDR Dow Jones International RelEst ETF 0.0%
Value ($000) $14,591 Shares 351 Est. Cost $39225.07 Unrealized
IARAX Invesco Real Estate A 0.0%
Value ($000) $14,516 Shares 342 Est. Cost $42444.44 Unrealized
IDV iShares International Select Dividend 0.0%
Value ($000) $14,495 Shares 500 Est. Cost $32329.81 Unrealized
Southwest Georgia Financial Corp 0.0%
Value ($000) $14,388 Shares 1,027 Est. Cost $14129.50 Unrealized
Market Vectors Morningstar Wide Moat 0.0%
Value ($000) $13,775 Shares 447 Est. Cost $30701.12 Unrealized
IFF International Flavors & Fragrances Inc 0.0%
Value ($000) $13,652 Shares 120 Est. Cost $89.30 Unrealized -1.7%
IWS iShares Russell Mid-Cap Value 0.0%
Value ($000) $13,122 Shares 185 Est. Cost $73756.76 Unrealized
VCIT Vanguard Intermediate-Term Corp Bd ETF 0.0%
Value ($000) $13,039 Shares 150 Est. Cost $84086.66 Unrealized
Broad Street Ventures 0.0%
Value ($000) $12,500 Shares 115,000 Est. Cost $108.70 Unrealized
CNC Centene Corp 0.0%
Value ($000) $12,314 Shares 200 Est. Cost $35.91 Unrealized -16.9%
AMZN Amazon.com Inc 0.0%
Value ($000) $11,872 Shares 20 Est. Cost $22.77 Unrealized +24.6%
HAL Halliburton Co 0.0%
Value ($000) $11,842 Shares 331 Est. Cost $26.95 Unrealized 0.0%
STZ Constellation Brands Inc 0.0%
Value ($000) $11,331 Shares 75 Est. Cost $101.24 Unrealized +23.2%
Royal Bank of Scotland Group (The) PLC 0.0%
Value ($000) $11,299 Shares 444 Est. Cost $25448.20 Unrealized
SCHH Schwab US REIT ETF 0.0%
Value ($000) $11,271 Shares 272 Est. Cost $39766.67 Unrealized
SPYX SPDR S&P 500 Fossil Fuel Free ETF 0.0%
Value ($000) $10,798 Shares 218 Est. Cost $49417.43 Unrealized
United States Treas Nts 3.125%05/15/19 0.0%
Value ($000) $10,690 Shares 10,000 Est. Cost $1055.10 Unrealized
ZBH Zimmer Biomet Holdings Inc 0.0%
Value ($000) $10,663 Shares 100 Est. Cost $101.46 Unrealized -12.1%
SUSA iShares MSCI USA ESG Select 0.0%
Value ($000) $10,640 Shares 125 Est. Cost $85104.00 Unrealized
IYH iShares US Healthcare 0.0%
Value ($000) $10,541 Shares 75 Est. Cost $158720.00 Unrealized
CALM Cal-Maine Foods Inc 0.0%
Value ($000) $10,382 Shares 200 Est. Cost $39.82 Unrealized -5.7%
BSAC Banco Santander Chile 0.0%
Value ($000) $10,042 Shares 519 Est. Cost $20248.56 Unrealized
IWD iShares Russell 1000 Value 0.0%
Value ($000) $9,881 Shares 100 Est. Cost $97860.00 Unrealized
FLRN SPDR Barclays Investment Grd Fl Rt ETF 0.0%
Value ($000) $9,876 Shares 325 Est. Cost $30636.92 Unrealized
XMHIX Pioneer Municipal High Income 0.0%
Value ($000) $9,786 Shares 700 Est. Cost $14.04 Unrealized
SLYV SPDR S&P 600 Small Cap Value ETF 0.0%
Value ($000) $9,753 Shares 100 Est. Cost $106140.00 Unrealized
Cabela's Inc 0.0%
Value ($000) $9,738 Shares 200 Est. Cost $49978.57 Unrealized
XPMAX Pioneer Muni High Inc Adv 0.0%
Value ($000) $9,709 Shares 700 Est. Cost $12479.96 Unrealized
PSMT Pricesmart Inc 0.0%
Value ($000) $9,531 Shares 112 Est. Cost $73.63 Unrealized -6.7%
MYLAN NV 0.0%
Value ($000) $9,270 Shares 200 Est. Cost $67860.00 Unrealized
IRM Iron Mountain Inc 0.0%
Value ($000) $9,257 Shares 273 Est. Cost $19.10 Unrealized -13.6%
VHT Vanguard Health Care ETF 0.0%
Value ($000) $9,247 Shares 75 Est. Cost $139960.00 Unrealized
TMO Thermo Fisher Scientific Inc 0.0%
Value ($000) $9,203 Shares 65 Est. Cost $126.27 Unrealized +3.2%
The WhiteWave Foods Co 0.0%
Value ($000) $9,144 Shares 225 Est. Cost $48880.00 Unrealized
Guggenheim Solar ETF 0.0%
Value ($000) $9,109 Shares 402 Est. Cost $39218.91 Unrealized
Cliffs Natural Resources Inc 0.0%
Value ($000) $9,000 Shares 3,000 Est. Cost $4330.00 Unrealized
NWL Newell Rubbermaid Inc 0.0%
Value ($000) $8,858 Shares 200 Est. Cost $26.19 Unrealized 0.0%
DLR Digital Realty Trust Inc 0.0%
Value ($000) $8,849 Shares 100 Est. Cost $44.75 Unrealized +28.1%
Jarden Corp 0.0%
Value ($000) $8,842 Shares 150 Est. Cost $51746.67 Unrealized
DXJ WisdomTree Japan Hedged Equity ETF 0.0%
Value ($000) $8,742 Shares 200 Est. Cost $57200.00 Unrealized
Wyndham Worldwide Corp 0.0%
Value ($000) $8,407 Shares 110 Est. Cost $81909.09 Unrealized
PH Parker Hannifin Corp 0.0%
Value ($000) $8,331 Shares 75 Est. Cost $101.50 Unrealized -15.3%
iShares Russell 2000 Growth ETF 0.0%
Value ($000) $8,325 Shares 554 Est. Cost $16308.66 Unrealized
Lynas Corp Ltd 0.0%
Value ($000) $8,298 Shares 138,300 Est. Cost $26.10 Unrealized
AVY Avery Dennison Corp 0.0%
Value ($000) $8,292 Shares 115 Est. Cost $47.65 Unrealized +13.3%
LUV Southwest Airlines Co 0.0%
Value ($000) $8,288 Shares 185 Est. Cost $34.60 Unrealized +4.6%
IWR iShares Russell Mid-Cap 0.0%
Value ($000) $8,146 Shares 50 Est. Cost $160180.00 Unrealized
COKE Coca-Cola Bottling Co Consolidated 0.0%
Value ($000) $7,988 Shares 50 Est. Cost $11.15 Unrealized +42.2%
IRBTQ iRobot Corp 0.0%
Value ($000) $7,942 Shares 225 Est. Cost $32.80 Unrealized -0.8%
iShares Russell 2000 Growth ETF 0.0%
Value ($000) $7,839 Shares 504 Est. Cost $16315.48 Unrealized
IYR iShares US Real Estate 0.0%
Value ($000) $7,786 Shares 100 Est. Cost $71300.00 Unrealized
ENB Enbridge Inc Com 0.0%
Value ($000) $7,782 Shares 200 Est. Cost $27.15 Unrealized -29.2%
Realogy Holdings Corp 0.0%
Value ($000) $7,583 Shares 210 Est. Cost $46719.05 Unrealized
CRM Salesforce.com Inc 0.0%
Value ($000) $7,383 Shares 100 Est. Cost $70.36 Unrealized -3.3%
Stonemor Partners LP 0.0%
Value ($000) $7,320 Shares 300 Est. Cost $30150.00 Unrealized
VGK Vanguard FTSE Europe ETF 0.0%
Value ($000) $7,278 Shares 150 Est. Cost $53980.00 Unrealized
VIAV Viavi Solutions Inc 0.0%
Value ($000) $7,237 Shares 1,055 Est. Cost $6.06 Unrealized -0.8%
IXJ iShares Global Healthcare 0.0%
Value ($000) $7,222 Shares 75 Est. Cost $108720.00 Unrealized
EWY iShares MSCI South Korea Capped 0.0%
Value ($000) $7,130 Shares 135 Est. Cost $55103.70 Unrealized
CYSXF Ishares S&p/Tsx Cdn Pfd Sh Ind Com Unit 0.0%
Value ($000) $7,051 Shares 750 Est. Cost $11614.67 Unrealized
PowerShares Water Resources ETF 0.0%
Value ($000) $7,027 Shares 320 Est. Cost $24948.65 Unrealized
ITSXF Ishares S&p Tsx Cp Fnl Idx Etf Unit 0.0%
Value ($000) $7,016 Shares 300 Est. Cost $24560.00 Unrealized
Vanguard Total Stock Market Index 0.0%
Value ($000) $7,005 Shares 416 Est. Cost $16838.94 Unrealized
VYM Vanguard High Dividend Yield ETF 0.0%
Value ($000) $6,904 Shares 100 Est. Cost $67320.00 Unrealized
IPO Renaissance IPO ETF 0.0%
Value ($000) $6,748 Shares 350 Est. Cost $21327.73 Unrealized
RL Ralph Lauren Corp 0.0%
Value ($000) $6,738 Shares 70 Est. Cost $100.20 Unrealized -19.9%
TIAA Stable Value 0.0%
Value ($000) $6,734 Shares 6,734 Est. Cost $1000.00 Unrealized
EWW iShares MSCI Mexico Capped 0.0%
Value ($000) $6,712 Shares 125 Est. Cost $57104.00 Unrealized
Invesco Senior Income Trust 0.0%
Value ($000) $6,464 Shares 1,600 Est. Cost $4460.00 Unrealized
ITW Illinois Tool Works Inc 0.0%
Value ($000) $6,453 Shares 63 Est. Cost $73.44 Unrealized -0.3%
ICE Intercontinental Exchange Inc 0.0%
Value ($000) $6,348 Shares 27 Est. Cost $40.49 Unrealized +5.9%
MET MetLife Inc 0.0%
Value ($000) $6,327 Shares 144 Est. Cost $31.20 Unrealized -14.3%
IVE iShares S&P 500 Value 0.0%
Value ($000) $6,295 Shares 70 Est. Cost $92200.00 Unrealized
KBE SPDR S&P Bank ETF 0.0%
Value ($000) $6,225 Shares 205 Est. Cost $36258.54 Unrealized
TD Toronto Dominion Bk Ont Com New 0.0%
Value ($000) $6,167 Shares 143 Est. Cost $39.82 Unrealized -3.1%
GIL Gildan Activewear Inc Com 0.0%
Value ($000) $6,102 Shares 200 Est. Cost $27.33 Unrealized -16.7%
IHF iShares US Healthcare Providers 0.0%
Value ($000) $6,099 Shares 50 Est. Cost $142940.00 Unrealized
RCI Rogers Communications Inc 0.0%
Value ($000) $6,003 Shares 150 Est. Cost $34.87 Unrealized +3.8%
PowerShares S&P Intl Dev Low Volatil ETF 0.0%
Value ($000) $5,986 Shares 200 Est. Cost $30760.00 Unrealized
BTI British American Tobacco PLC 0.0%
Value ($000) $5,962 Shares 51 Est. Cost $110078.43 Unrealized
ACWX iShares MSCI ACWI ex US 0.0%
Value ($000) $5,961 Shares 151 Est. Cost $39046.36 Unrealized
iShares Russell 2000 Growth ETF 0.0%
Value ($000) $5,955 Shares 396 Est. Cost $16320.71 Unrealized
AIVI WisdomTree Intl Div ex-Fincls ETF 0.0%
Value ($000) $5,745 Shares 150 Est. Cost $42560.00 Unrealized
IWB iShares Russell 1000 0.0%
Value ($000) $5,703 Shares 50 Est. Cost $114060.00 Unrealized
LITE Lumentum Holdings Inc 0.0%
Value ($000) $5,690 Shares 211 Est. Cost $17.80 Unrealized +29.8%
ROK Rockwell Automation Inc 0.0%
Value ($000) $5,346 Shares 47 Est. Cost $92.42 Unrealized -9.2%
FFIV F5 Networks Inc 0.0%
Value ($000) $5,292 Shares 50 Est. Cost $122.95 Unrealized -22.1%
RGR Sturm Ruger & Co Inc 0.0%
Value ($000) $5,128 Shares 75 Est. Cost $54.45 Unrealized +19.7%
KMX CarMax Inc 0.0%
Value ($000) $5,110 Shares 100 Est. Cost $47.20 Unrealized 0.0%
DXCM DexCom Inc 0.0%
Value ($000) $5,093 Shares 75 Est. Cost $16.70 Unrealized 0.0%
LVIP FRNKLN TMPLTN GLOBAL EQTY MANGDVLTY 0.0%
Value ($000) $4,997 Shares 567 Est. Cost $8813.05 Unrealized
TRIP TripAdvisor Inc 0.0%
Value ($000) $4,987 Shares 75 Est. Cost $72.31 Unrealized -18.6%
Discover Financial Services 0.0%
Value ($000) $4,939 Shares 97 Est. Cost $53491.44 Unrealized
Alerian MLP ETF 0.0%
Value ($000) $4,914 Shares 450 Est. Cost $17.50 Unrealized
IYG iShares US Financial Services 0.0%
Value ($000) $4,868 Shares 60 Est. Cost $94000.00 Unrealized
DAL Delta Air Lines Inc 0.0%
Value ($000) $4,868 Shares 100 Est. Cost $38.40 Unrealized +7.7%
VUG Vanguard Growth ETF 0.0%
Value ($000) $4,790 Shares 45 Est. Cost $106923.97 Unrealized
Insured Bank Program 0.0%
Value ($000) $4,771 Shares 4,771 Est. Cost $1000.00 Unrealized
Bed Bath & Beyond Inc 0.0%
Value ($000) $4,715 Shares 95 Est. Cost $68978.95 Unrealized
ONEOK Partners LP 0.0%
Value ($000) $4,710 Shares 150 Est. Cost $34000.00 Unrealized
IAI iShares US Broker-Dealers & Secs Exchs 0.0%
Value ($000) $4,678 Shares 125 Est. Cost $43840.00 Unrealized
SPDR Barclays International Treasury Bond ETF 0.0%
Value ($000) $4,513 Shares 457 Est. Cost $9175.44 Unrealized
SPEU SPDR STOXX Europe 50 ETF 0.0%
Value ($000) $4,507 Shares 150 Est. Cost $34768.00 Unrealized
iShares MSCI EAFE Call Opt 09/16 61.0 0.0%
Value ($000) $4,452 Shares 20 Est. Cost Unrealized
SPDR Barclays International Treasury Bond ETF 0.0%
Value ($000) $4,247 Shares 430 Est. Cost $9174.83 Unrealized
iShares Russell 2000 Growth ETF 0.0%
Value ($000) $4,198 Shares 270 Est. Cost $16307.41 Unrealized
SPDR Barclays International Treasury Bond ETF 0.0%
Value ($000) $4,171 Shares 422 Est. Cost $9172.99 Unrealized
CBS Corp 0.0%
Value ($000) $4,131 Shares 75 Est. Cost $55493.33 Unrealized
NetSuite Inc 0.0%
Value ($000) $4,109 Shares 60 Est. Cost $91750.00 Unrealized
SPDR Barclays International Treasury Bond ETF 0.0%
Value ($000) $4,087 Shares 414 Est. Cost $9161.84 Unrealized
EWP iShares MSCI Spain Capped 0.0%
Value ($000) $4,077 Shares 150 Est. Cost $33546.67 Unrealized
NVO Novo Nordisk A/S 0.0%
Value ($000) $4,064 Shares 75 Est. Cost $54760.00 Unrealized
PowerShares Dynamic Pharmaceuticals ETF 0.0%
Value ($000) $4,062 Shares 67 Est. Cost $78265.54 Unrealized
VRTX Vertex Pharmaceuticals Inc 0.0%
Value ($000) $3,974 Shares 50 Est. Cost $125.98 Unrealized -28.2%
DKS Dick's Sporting Goods Inc 0.0%
Value ($000) $3,973 Shares 85 Est. Cost $41.47 Unrealized -25.4%
Put 100 Spdr S&p 500 Etf Tr Tr Unit Exp [email protected] Option Root= Spy 0.0%
Value ($000) $3,864 Shares 6 Est. Cost Unrealized
Vanguard Total Stock Market Index 0.0%
Value ($000) $3,734 Shares 209 Est. Cost $17866.03 Unrealized
HMC Honda Motor Co Ltd 0.0%
Value ($000) $3,690 Shares 135 Est. Cost $32400.00 Unrealized
PowerShares QQQ ETF Put Opt 09/16 100.0 0.0%
Value ($000) $3,645 Shares 9 Est. Cost Unrealized
HST Host Hotels & Resorts Inc 0.0%
Value ($000) $3,590 Shares 215 Est. Cost $13.09 Unrealized -22.7%
EIS iShares MSCI Israel Capped 0.0%
Value ($000) $3,585 Shares 75 Est. Cost $51426.67 Unrealized
LYG Lloyds Banking Group PLC 0.0%
Value ($000) $3,582 Shares 907 Est. Cost $4599.78 Unrealized
Whole Foods Market Inc 0.0%
Value ($000) $3,577 Shares 115 Est. Cost $39436.36 Unrealized
State Street MSCI ACWI ex USA Index 0.0%
Value ($000) $3,528 Shares 354 Est. Cost $9966.10 Unrealized
SPDR Barclays International Treasury Bond ETF 0.0%
Value ($000) $3,528 Shares 357 Est. Cost $9170.87 Unrealized
IGV iShares North American Tech-Software 0.0%
Value ($000) $3,523 Shares 35 Est. Cost $99457.14 Unrealized
Ferrellgas Partners LP 0.0%
Value ($000) $3,480 Shares 200 Est. Cost $22530.00 Unrealized
Fannie Mae 0.0%
Value ($000) $3,389 Shares 807 Est. Cost $4199.50 Unrealized
CST Brands Inc 0.0%
Value ($000) $3,369 Shares 88 Est. Cost $39056.82 Unrealized
PowerShares DB Commodity Tracking ETF 0.0%
Value ($000) $3,322 Shares 250 Est. Cost $18000.00 Unrealized
Gastar Exploration Inc 0.0%
Value ($000) $3,300 Shares 3,000 Est. Cost $3090.00 Unrealized
TIAA Stable Value 0.0%
Value ($000) $3,284 Shares 3,284 Est. Cost $1000.00 Unrealized
Z Zillow Group Inc 0.0%
Value ($000) $3,084 Shares 130 Est. Cost $26.10 Unrealized -19.9%
WOOD iShares Global Timber & Forestry 0.0%
Value ($000) $3,044 Shares 65 Est. Cost $52539.54 Unrealized
PUT SPDR S&P 500 $185 EXP 09/16/16 SPY 160916P00185000 0.0%
Value ($000) $3,000 Shares 8 Est. Cost Unrealized
Mead Johnson Nutrition Co 0.0%
Value ($000) $2,973 Shares 35 Est. Cost $90200.00 Unrealized
PCRX Pacira Pharmaceuticals Inc 0.0%
Value ($000) $2,913 Shares 55 Est. Cost $78.75 Unrealized -25.7%
Volkswagen AG 0.0%
Value ($000) $2,907 Shares 100 Est. Cost $46250.00 Unrealized
iShares Russell 2000 Growth ETF 0.0%
Value ($000) $2,866 Shares 184 Est. Cost $16336.96 Unrealized
Discovery Communications Inc 0.0%
Value ($000) $2,863 Shares 100 Est. Cost $26680.00 Unrealized
Hanesbrands Inc 0.0%
Value ($000) $2,834 Shares 100 Est. Cost $33320.00 Unrealized
PUT ISHR MSCI EAFE $52 EXP 09/16/16 EFA 160916P00052000 0.0%
Value ($000) $2,796 Shares 20 Est. Cost Unrealized
Vanguard Total Bond Market Index 0.0%
Value ($000) $2,736 Shares 235 Est. Cost $11642.55 Unrealized
MOS The Mosaic Co 0.0%
Value ($000) $2,700 Shares 100 Est. Cost $35.46 Unrealized -39.1%
Discovery Communications Inc 0.0%
Value ($000) $2,700 Shares 100 Est. Cost $25220.00 Unrealized
Vanguard Extended Market Index 0.0%
Value ($000) $2,650 Shares 171 Est. Cost $15497.08 Unrealized
El Paso Energy Capital Trust I 0.0%
Value ($000) $2,555 Shares 60 Est. Cost $49000.00 Unrealized
CBL & Associates Properties Inc 0.0%
Value ($000) $2,522 Shares 212 Est. Cost $15612.15 Unrealized
Twitter Inc 0.0%
Value ($000) $2,482 Shares 150 Est. Cost $35349.75 Unrealized
VXUS Vanguard Total International Stock ETF 0.0%
Value ($000) $2,470 Shares 55 Est. Cost $50327.27 Unrealized
USRT iShares Real Estate 50 0.0%
Value ($000) $2,449 Shares 50 Est. Cost $43440.00 Unrealized
Snyder's-Lance Inc 0.0%
Value ($000) $2,423 Shares 77 Est. Cost $31467.53 Unrealized
MannKind Corp 0.0%
Value ($000) $2,415 Shares 1,500 Est. Cost $5690.00 Unrealized
Monotype Imaging Holdings Inc 0.0%
Value ($000) $2,392 Shares 100 Est. Cost $24110.00 Unrealized
EXPE Expedia Inc 0.0%
Value ($000) $2,372 Shares 22 Est. Cost $120.15 Unrealized -15.6%
CMG Chipotle Mexican Grill Inc 0.0%
Value ($000) $2,354 Shares 5 Est. Cost $12.65 Unrealized -24.8%
DRD DRDGold Ltd 0.0%
Value ($000) $2,182 Shares 547 Est. Cost $1848.26 Unrealized
Barrick Gold Corp Com 0.0%
Value ($000) $2,172 Shares 160 Est. Cost $10656.25 Unrealized
TIAA Real Estate 0.0%
Value ($000) $2,125 Shares 5 Est. Cost $401400.00 Unrealized
Cerner Corp 0.0%
Value ($000) $2,118 Shares 40 Est. Cost $69050.00 Unrealized
EXI iShares Global Industrials 0.0%
Value ($000) $2,112 Shares 30 Est. Cost $70233.34 Unrealized
IVZ Invesco Ltd 0.0%
Value ($000) $2,092 Shares 68 Est. Cost $22.28 Unrealized -17.5%
VXF Vanguard Extended Market ETF 0.0%
Value ($000) $2,070 Shares 25 Est. Cost $91960.00 Unrealized
PowerShares Fundamental HiYld CorpBd ETF 0.0%
Value ($000) $2,047 Shares 115 Est. Cost $17800.00 Unrealized
EWH iShares MSCI Hong Kong 0.0%
Value ($000) $1,977 Shares 100 Est. Cost $19120.00 Unrealized
iShares MSCI United Kingdom 0.0%
Value ($000) $1,960 Shares 125 Est. Cost $18248.00 Unrealized
CMC Commercial Metals Co 0.0%
Value ($000) $1,955 Shares 115 Est. Cost $13.11 Unrealized -8.1%
Vanguard REIT Index 0.0%
Value ($000) $1,934 Shares 109 Est. Cost $17743.12 Unrealized
Time Inc 0.0%
Value ($000) $1,930 Shares 125 Est. Cost $23008.00 Unrealized
Avis Budget Group Inc 0.0%
Value ($000) $1,915 Shares 70 Est. Cost $27357.14 Unrealized
CDK Global Inc 0.0%
Value ($000) $1,908 Shares 41 Est. Cost $53975.61 Unrealized
California Resources Corp 0.0%
Value ($000) $1,883 Shares 1,828 Est. Cost $2126.32 Unrealized
IMKTA Ingles Markets Inc 0.0%
Value ($000) $1,875 Shares 50 Est. Cost $41.57 Unrealized -25.0%
State Street MSCI ACWI ex USA Index 0.0%
Value ($000) $1,846 Shares 175 Est. Cost $10548.57 Unrealized
VMware Inc 0.0%
Value ($000) $1,830 Shares 35 Est. Cost $85738.03 Unrealized
ROP Roper Technologies Inc 0.0%
Value ($000) $1,827 Shares 10 Est. Cost $162.40 Unrealized -0.1%
OTEX Open Text Corp 0.0%
Value ($000) $1,813 Shares 35 Est. Cost $19.06 Unrealized +1.3%
CALL SPDR S&P 500 ETF TR $225 EXP 01/20/17 SPY 170120C00225000 0.0%
Value ($000) $1,806 Shares 12 Est. Cost Unrealized
FE FirstEnergy Corp 0.0%
Value ($000) $1,798 Shares 50 Est. Cost $22.43 Unrealized -0.6%
K2M Group Holdings Inc 0.0%
Value ($000) $1,705 Shares 115 Est. Cost $24017.39 Unrealized
Wright Med Group N V Ord Shs 0.03 Par 0.0%
Value ($000) $1,660 Shares 100 Est. Cost $24180.00 Unrealized
ZG Zillow Group Inc 0.0%
Value ($000) $1,660 Shares 65 Est. Cost $29.18 Unrealized -23.7%
Sequenom Inc 0.0%
Value ($000) $1,586 Shares 1,125 Est. Cost $3040.00 Unrealized
iShares Russell 2000 Growth ETF 0.0%
Value ($000) $1,461 Shares 97 Est. Cost $16350.52 Unrealized
Put 100 Spdr S&p 500 Etf Tr Tr Unit Exp [email protected] Option Root= Spy 0.0%
Value ($000) $1,452 Shares 6 Est. Cost Unrealized
Vanguard Total Bond Market Index 0.0%
Value ($000) $1,446 Shares 121 Est. Cost $11950.41 Unrealized
ESLT Elbit Systems Ltd 0.0%
Value ($000) $1,406 Shares 15 Est. Cost $76.69 Unrealized 0.0%
TV Grupo Televisa SAB 0.0%
Value ($000) $1,373 Shares 50 Est. Cost $38820.00 Unrealized
Vanguard Extended Market Index 0.0%
Value ($000) $1,372 Shares 84 Est. Cost $16333.33 Unrealized
WIP SPDR Citi Intl Govt Infl-Prot Bd ETF 0.0%
Value ($000) $1,357 Shares 25 Est. Cost $54880.00 Unrealized
CHH Choice Hotels International Inc 0.0%
Value ($000) $1,351 Shares 25 Est. Cost $52.59 Unrealized -17.1%
VWDRY Vestas Wind Systems A/S 0.0%
Value ($000) $1,295 Shares 55 Est. Cost $16618.18 Unrealized
IAT iShares US Regional Banks 0.0%
Value ($000) $1,271 Shares 40 Est. Cost $36600.00 Unrealized
ILF iShares Latin America 40 0.0%
Value ($000) $1,258 Shares 50 Est. Cost $29800.00 Unrealized
SPX FLOW Inc 0.0%
Value ($000) $1,254 Shares 50 Est. Cost $34420.00 Unrealized
TRMB Trimble Navigation Ltd 0.0%
Value ($000) $1,240 Shares 50 Est. Cost $24.44 Unrealized -9.6%
iShares MSCI Frontier 100 0.0%
Value ($000) $1,228 Shares 50 Est. Cost $29260.00 Unrealized
PWR Quanta Services Inc 0.0%
Value ($000) $1,128 Shares 50 Est. Cost $28.68 Unrealized -32.2%
DVN Devon Energy Corp 0.0%
Value ($000) $1,097 Shares 40 Est. Cost $38.29 Unrealized -55.7%
General Mtrs Co Wt Exp 071016 0.0%
Value ($000) $1,084 Shares 50 Est. Cost $23754.72 Unrealized
SJM JM Smucker Co 0.0%
Value ($000) $1,038 Shares 8 Est. Cost $84.30 Unrealized +10.9%
Vanguard REIT Index 0.0%
Value ($000) $1,022 Shares 53 Est. Cost $19283.02 Unrealized
SodaStream International Ltd 0.0%
Value ($000) $985 Shares 70 Est. Cost $21128.57 Unrealized
Peabody Energy Corp 0.0%
Value ($000) $928 Shares 400 Est. Cost $7680.00 Unrealized
Vanguard Target Retir 2030 Inv 0.0%
Value ($000) $912 Shares 18 Est. Cost $50018.52 Unrealized
PowerShares QQQ ETF Call Opt 12/16 120.0 0.0%
Value ($000) $895 Shares 5 Est. Cost Unrealized
PHG Royal Philips NV 0.0%
Value ($000) $885 Shares 31 Est. Cost $25459.58 Unrealized
1165 Stable Value Option 0.0%
Value ($000) $806 Shares 73 Est. Cost $11041.10 Unrealized
Put (spy) 2spdr S&p 500 Etf Jun 17 16 $185 (100 Shs) 0.0%
Value ($000) $798 Shares 6 Est. Cost Unrealized
SPX Corp 0.0%
Value ($000) $751 Shares 50 Est. Cost $72380.00 Unrealized
General Mtrs Co Wt Exp 071019 0.0%
Value ($000) $683 Shares 50 Est. Cost $15943.40 Unrealized
CC The Chemours Co 0.0%
Value ($000) $672 Shares 96 Est. Cost $7.40 Unrealized -50.8%
Forestar Group Inc 0.0%
Value ($000) $652 Shares 50 Est. Cost $13160.00 Unrealized
Put 100 Ishares Tr Msci Eafe Etf Exp [email protected] Option Root= Efa 0.0%
Value ($000) $600 Shares 6 Est. Cost Unrealized
TGB Taseko Mines Ltd 0.0%
Value ($000) $564 Shares 1,000 Est. Cost $0.71 Unrealized -43.2%
iShares Russell 2000 Growth ETF 0.0%
Value ($000) $497 Shares 32 Est. Cost $16312.50 Unrealized
FOSYF Forsys Metals Corp 0.0%
Value ($000) $459 Shares 7,000 Est. Cost $0.17 Unrealized -59.8%
Arch Coal Inc 0.0%
Value ($000) $457 Shares 1,500 Est. Cost $340.00 Unrealized
SunPower Corp 0.0%
Value ($000) $446 Shares 20 Est. Cost $28400.00 Unrealized
AMD Advanced Micro Devices Inc 0.0%
Value ($000) $285 Shares 100 Est. Cost $2.42 Unrealized -6.1%
SolarCity Corp 0.0%
Value ($000) $245 Shares 10 Est. Cost $53500.00 Unrealized
Bombardier Inc 0.0%
Value ($000) $221 Shares 200 Est. Cost $1855.00 Unrealized
Entergy Arkansas Inc 0.0%
Value ($000) $197 Shares 2 Est. Cost $98500.00 Unrealized
Westport Innovations Inc 0.0%
Value ($000) $195 Shares 75 Est. Cost $4733.33 Unrealized
Motors Liquidation Co GUC Trust 0.0%
Value ($000) $170 Shares 14 Est. Cost $19214.28 Unrealized
Kinder Morgan Inc Del Wt Exp 052517 0.0%
Value ($000) $105 Shares 2,893 Est. Cost $2699.88 Unrealized
Progress Energy, Inc. 0.0%
Value ($000) $78 Shares 225 Est. Cost $346.67 Unrealized
SPDR Barclays High Yield Bond ETF 0.0%
Value ($000) $57 Shares 1 Est. Cost $55000.00 Unrealized
TEVA Teva Pharmaceutical Industries Ltd 0.0%
Value ($000) $53 Shares 1 Est. Cost $59000.00 Unrealized
NOK Nokia Oyj 0.0%
Value ($000) $47 Shares 8 Est. Cost $5875.00 Unrealized
TGLO Theglobe.com Inc 0.0%
Value ($000) $45 Shares 50,000 Est. Cost $0.00 Unrealized -8.5%
MFS High Income Municipal Trust 0.0%
Value ($000) $17 Shares 3 Est. Cost $5666.67 Unrealized
Frontier Communications Corp 0.0%
Value ($000) $11 Shares 2 Est. Cost $4748.93 Unrealized
Idearc, Inc. 0.0%
Value ($000) $0 Shares 6 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
Precision Technologies 0.0%
Value ($000) $0 Shares 25 Est. Cost Unrealized
Nortel Networks Corp 0.0%
Value ($000) $0 Shares 10 Est. Cost 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