Patten Group, Inc. Diversified Active

CIK: 0001633207 · Show all filings

Period: Q2 2016 (← Previous) (Next →)

Filing Date: Aug 15, 2016

Total Value ($000): $213,678,090 (98.8% shares, 1.2% debt)

Holdings (650)

KO Coca Cola Company (The) 5.1%
Value ($000) $10,903,779 Shares 240,542 Est. Cost $30.05 Unrealized +10.8%
KMB Kimberly Clark Corp 4.8%
Value ($000) $10,243,921 Shares 74,512 Est. Cost $76.09 Unrealized +23.5%
V Visa Inc Cl A Common Stock 2.7%
Value ($000) $5,846,714 Shares 78,828 Est. Cost $59.86 Unrealized +22.3%
AIG American International Group Inc 2.0%
Value ($000) $4,337,971 Shares 82,018 Est. Cost $41.13 Unrealized +5.3%
AAPL Apple Inc 2.0%
Value ($000) $4,310,068 Shares 45,084 Est. Cost $24.12 Unrealized -6.2%
XOM Exxon Mobil Corp 1.9%
Value ($000) $4,106,215 Shares 43,804 Est. Cost $57.92 Unrealized -0.1%
WY Weyerhaeuser Co 1.8%
Value ($000) $3,919,323 Shares 131,653 Est. Cost $21.99 Unrealized -4.0%
Walgreen Boots Alliance Inc Com 1.7%
Value ($000) $3,728,580 Shares 44,777 Est. Cost $76.18 Unrealized
IWF iShares Russell 1000 Growth ETF 1.7%
Value ($000) $3,607,336 Shares 35,943 Est. Cost $48463.61 Unrealized
SPY SPDR S&P 500 ETF 1.7%
Value ($000) $3,537,194 Shares 16,886 Est. Cost $22045.51 Unrealized
TSCO Tractor Supply Co 1.5%
Value ($000) $3,289,774 Shares 36,080 Est. Cost $12.30 Unrealized +30.3%
United Technologies Corp 1.5%
Value ($000) $3,231,247 Shares 31,509 Est. Cost $114.99 Unrealized
JNJ Johnson & Johnson 1.4%
Value ($000) $2,973,116 Shares 24,510 Est. Cost $77.30 Unrealized +12.6%
MMM 3Mcompany 1.4%
Value ($000) $2,968,085 Shares 16,948 Est. Cost $89.72 Unrealized +14.2%
FRCB First Republic Bank San Francisco Calif 1.4%
Value ($000) $2,895,836 Shares 41,375 Est. Cost $47.29 Unrealized +39.6%
MSFT Microsoft Corp 1.2%
Value ($000) $2,567,617 Shares 50,178 Est. Cost $41.72 Unrealized +10.2%
INTC Intel Corp 1.2%
Value ($000) $2,478,308 Shares 75,558 Est. Cost $26.63 Unrealized -5.7%
CB Chubb Ltd Com 1.2%
Value ($000) $2,457,740 Shares 18,803 Est. Cost $97.66 Unrealized +6.1%
CSCO Cisco Systems Inc 1.1%
Value ($000) $2,412,626 Shares 84,092 Est. Cost $18.90 Unrealized +10.4%
PEP PepsiCo Inc 1.1%
Value ($000) $2,303,388 Shares 21,742 Est. Cost $68.61 Unrealized +12.3%
T At&t Inc 1.1%
Value ($000) $2,246,035 Shares 51,979 Est. Cost $11.81 Unrealized +28.0%
PowerShares Build America Bond ETF 1.0%
Value ($000) $2,203,068 Shares 69,960 Est. Cost $5226.71 Unrealized
IJH Ishares Core S&P Mid Cap Etf 1.0%
Value ($000) $2,144,792 Shares 14,357 Est. Cost $5066.74 Unrealized
CVX Chevron Corporation 1.0%
Value ($000) $2,116,789 Shares 20,192 Est. Cost $69.47 Unrealized -3.9%
Other 1.0%
Value ($000) $2,102,281 Shares 2,102,281 Est. Cost $1000.00 Unrealized
UPS United Parcel Svc Inc Cl B 1.0%
Value ($000) $2,095,800 Shares 19,456 Est. Cost $68.26 Unrealized +7.1%
JPM JPMorgan Chase & Co 1.0%
Value ($000) $2,070,544 Shares 33,320 Est. Cost $44.71 Unrealized +8.1%
NVS Novartis Ag 1.0%
Value ($000) $2,066,710 Shares 25,048 Est. Cost $3909.60 Unrealized
BA Boeing Co 0.9%
Value ($000) $1,973,894 Shares 15,199 Est. Cost $110.65 Unrealized +7.1%
VMC Vulcan Materials Co (Holding Co) 0.9%
Value ($000) $1,955,850 Shares 16,250 Est. Cost $57.96 Unrealized +79.8%
ECL Ecolab Inc 0.9%
Value ($000) $1,939,940 Shares 16,357 Est. Cost $101.18 Unrealized +3.7%
VEU Vanguard Intl Equity Ind Fd Ftse All World Ex Us Fd Etf 0.9%
Value ($000) $1,938,019 Shares 45,228 Est. Cost $14035.46 Unrealized
Celgene Corp 0.9%
Value ($000) $1,846,550 Shares 18,722 Est. Cost $113129.91 Unrealized
CL Colgate Palmolive Company 0.8%
Value ($000) $1,794,487 Shares 24,514 Est. Cost $52.19 Unrealized +9.0%
BRK/B Berkshire Hathaway Inc Del Cl B 0.8%
Value ($000) $1,766,438 Shares 12,200 Est. Cost $144.37 Unrealized -1.0%
DBEF Deutsche X Trackers Msci Eafe Hedged Equity Etf 0.8%
Value ($000) $1,724,716 Shares 69,016 Est. Cost $16438.90 Unrealized
UNM Unum Group 0.8%
Value ($000) $1,633,179 Shares 51,374 Est. Cost $30.34 Unrealized +11.5%
HON Honeywell Intl Inc 0.7%
Value ($000) $1,552,523 Shares 13,347 Est. Cost $70.60 Unrealized +19.3%
XYL Xylem Inc 0.7%
Value ($000) $1,516,613 Shares 33,966 Est. Cost $32.03 Unrealized +20.7%
MRK Merck & Co Inc 0.7%
Value ($000) $1,507,844 Shares 26,173 Est. Cost $39.14 Unrealized +0.9%
Anadarko Petroleum Corp 0.7%
Value ($000) $1,464,336 Shares 27,499 Est. Cost $3892.07 Unrealized
SLB Schlumberger Ltd 0.7%
Value ($000) $1,454,043 Shares 18,387 Est. Cost $60.65 Unrealized -4.0%
MDT Medtronic Plc Com 0.7%
Value ($000) $1,435,733 Shares 16,546 Est. Cost $58.17 Unrealized +9.2%
SunTrust Banks Inc 0.7%
Value ($000) $1,425,066 Shares 34,690 Est. Cost $41.92 Unrealized
NEE NextEra Energy Inc 0.6%
Value ($000) $1,341,590 Shares 10,288 Est. Cost $18.89 Unrealized +24.3%
OXY Occidental Pete Corp 0.6%
Value ($000) $1,340,056 Shares 17,735 Est. Cost $58.96 Unrealized -3.8%
General Electric Company Com 0.6%
Value ($000) $1,330,356 Shares 42,260 Est. Cost $924.95 Unrealized
PG Procter & Gamble Co 0.6%
Value ($000) $1,297,977 Shares 15,329 Est. Cost $62.16 Unrealized +1.9%
Pinnacle Finl Partners Inc 0.6%
Value ($000) $1,282,898 Shares 26,262 Est. Cost $49971.43 Unrealized
SBUX Starbucks Corp 0.6%
Value ($000) $1,268,121 Shares 22,201 Est. Cost $43.88 Unrealized +5.9%
CNI Canadian National Railway Co 0.6%
Value ($000) $1,233,362 Shares 20,883 Est. Cost $55.92 Unrealized -9.6%
BUD Anheuser-Busch InBev SA/NV 0.6%
Value ($000) $1,229,232 Shares 9,335 Est. Cost $112.33 Unrealized
WestRock Co 0.5%
Value ($000) $1,114,575 Shares 28,674 Est. Cost $49181.46 Unrealized
NKE Nike Inc Class B Com 0.5%
Value ($000) $1,112,611 Shares 20,156 Est. Cost $48.94 Unrealized +2.8%
Praxair Inc 0.5%
Value ($000) $1,087,148 Shares 9,673 Est. Cost $5516.34 Unrealized
Dowchemical Company (The) 0.5%
Value ($000) $978,488 Shares 19,683 Est. Cost $1854.93 Unrealized
NEM Newmont Mining Corp 0.5%
Value ($000) $975,848 Shares 24,945 Est. Cost $17.55 Unrealized +48.2%
Apache Corp 0.5%
Value ($000) $973,946 Shares 17,495 Est. Cost $6799.50 Unrealized
EFA iShares MSCI EAFE ETF 0.4%
Value ($000) $960,550 Shares 17,208 Est. Cost $7944.10 Unrealized
CWB SPDR Barclays Convertible Secs ETF 0.4%
Value ($000) $960,294 Shares 21,904 Est. Cost $1082.57 Unrealized
NSC Norfolk Southern Corp 0.4%
Value ($000) $939,419 Shares 11,035 Est. Cost $81.59 Unrealized -14.5%
MAR Marriott International Class A 0.4%
Value ($000) $909,819 Shares 13,689 Est. Cost $66.18 Unrealized -7.3%
XRAY Dentsply Sirona Inc Com 0.4%
Value ($000) $908,513 Shares 14,644 Est. Cost $58.93 Unrealized +4.4%
RHHBY Roche Holding Ltd Sponsored Adr Repstg Ord 0.4%
Value ($000) $908,014 Shares 27,598 Est. Cost $35056.71 Unrealized
HST Host Hotels & Resorts Inc 0.4%
Value ($000) $855,190 Shares 52,757 Est. Cost $10.72 Unrealized -0.1%
VO Vanguard Index Funds Vanguard Mid-Cap Etf 0.4%
Value ($000) $848,225 Shares 6,861 Est. Cost $17365.35 Unrealized
Powershares QQQ Trust Series 1 0.4%
Value ($000) $836,876 Shares 7,782 Est. Cost $12710.30 Unrealized
VZ Verizon Communications Inc 0.4%
Value ($000) $828,906 Shares 14,844 Est. Cost $27.65 Unrealized +13.8%
EMR Emerson Electric Co 0.4%
Value ($000) $821,002 Shares 15,740 Est. Cost $41.17 Unrealized +0.9%
PRGO Perrigo Company Plc 0.4%
Value ($000) $814,898 Shares 8,987 Est. Cost $151.87 Unrealized -31.8%
AXP American Express Company 0.4%
Value ($000) $814,487 Shares 13,405 Est. Cost $76.41 Unrealized -27.7%
TJX Tjxcompanies Inc New 0.4%
Value ($000) $798,944 Shares 10,345 Est. Cost $28.20 Unrealized +18.2%
D Dominion Resources Inc Va New 0.4%
Value ($000) $772,675 Shares 9,915 Est. Cost $45.19 Unrealized +5.7%
IEF iShares 7-10 Year Treasury Bond 0.4%
Value ($000) $752,220 Shares 6,659 Est. Cost $18907.29 Unrealized
GOOG Alphabet Inc Class C Capital Stock 0.3%
Value ($000) $736,441 Shares 1,064 Est. Cost $35.61 Unrealized +0.1%
Nordstrom Inc 0.3%
Value ($000) $717,356 Shares 18,853 Est. Cost $5039.11 Unrealized
ETN Eaton Corporation Plc 0.3%
Value ($000) $716,998 Shares 12,004 Est. Cost $50.73 Unrealized -1.9%
MDU MDU Resources Group Inc 0.3%
Value ($000) $680,376 Shares 28,349 Est. Cost $6.84 Unrealized -10.5%
IWV iShares Russell 3000 ETF 0.3%
Value ($000) $665,367 Shares 5,365 Est. Cost $119559.55 Unrealized
EL Estee Lauder Companies Inc Cl A 0.3%
Value ($000) $658,984 Shares 7,240 Est. Cost $64.35 Unrealized +28.2%
VNQ Vanguard REIT ETF 0.3%
Value ($000) $643,123 Shares 7,253 Est. Cost $30799.78 Unrealized
Halyard Health Inc Com 0.3%
Value ($000) $635,505 Shares 19,542 Est. Cost $6008.67 Unrealized
IVV iShares Core S&P 500 ETF 0.3%
Value ($000) $634,026 Shares 3,012 Est. Cost $16348.93 Unrealized
GLW Corning Inc 0.3%
Value ($000) $633,221 Shares 30,919 Est. Cost $15.37 Unrealized +1.0%
GIS General Mills Inc 0.3%
Value ($000) $603,224 Shares 8,458 Est. Cost $35.24 Unrealized +29.0%
SNY Sanofi 0.3%
Value ($000) $600,547 Shares 14,350 Est. Cost $7363.01 Unrealized
IXN iShares Global Tech ETF 0.3%
Value ($000) $559,647 Shares 5,750 Est. Cost $36736.61 Unrealized
Ashland Inc 0.3%
Value ($000) $556,634 Shares 4,850 Est. Cost $6814.60 Unrealized
EWC iShares MSCI Canada ETF 0.3%
Value ($000) $551,597 Shares 22,505 Est. Cost $28.86 Unrealized
RF Regions Financial Corp 0.3%
Value ($000) $543,610 Shares 63,879 Est. Cost $6.80 Unrealized -6.0%
AMAT Applied Materials Inc 0.3%
Value ($000) $540,616 Shares 22,553 Est. Cost $17.92 Unrealized +10.4%
DON WisdomTree MidCap Dividend ETF 0.3%
Value ($000) $537,984 Shares 6,011 Est. Cost $9960.98 Unrealized
NVDA NVIDIA Corp 0.3%
Value ($000) $537,292 Shares 11,429 Est. Cost $0.72 Unrealized +41.1%
MUNI PIMCO Intermediate Municipal Bd Actv ETF 0.3%
Value ($000) $537,127 Shares 9,750 Est. Cost $53.63 Unrealized
GOOGL Alphabet Inc Class A Common Stock 0.3%
Value ($000) $536,089 Shares 762 Est. Cost $36.73 Unrealized -0.8%
DG Dollar General Corporation 0.2%
Value ($000) $518,786 Shares 5,519 Est. Cost $65.58 Unrealized +16.1%
Hilton Worldwide Holdings Inc 0.2%
Value ($000) $518,235 Shares 23,002 Est. Cost $1581.88 Unrealized
GLD Spdr Gold Tr Gold Shs 0.2%
Value ($000) $514,985 Shares 4,072 Est. Cost $113.74 Unrealized
DIS Walt Disney Co 0.2%
Value ($000) $513,261 Shares 5,247 Est. Cost $81.30 Unrealized +13.4%
Tiffany & Co New 0.2%
Value ($000) $512,408 Shares 8,450 Est. Cost $1582.71 Unrealized
COST Costco Wholesale Corp-New 0.2%
Value ($000) $502,528 Shares 3,200 Est. Cost $109.42 Unrealized +17.0%
CVS Cvshealth Corporation 0.2%
Value ($000) $501,964 Shares 5,243 Est. Cost $72.60 Unrealized +2.6%
JH Financial Opportunities 0.2%
Value ($000) $495,236 Shares 19,315 Est. Cost $23.57 Unrealized
United States Treas Nts Tips 0.25%25 0.2%
Value ($000) $487,126 Shares 475,000 Est. Cost $961.84 Unrealized
Macquarie Infrastructure Corp 0.2%
Value ($000) $475,030 Shares 6,415 Est. Cost $71.08 Unrealized
IDXX Idexx Laboratories Corp 0.2%
Value ($000) $473,586 Shares 5,100 Est. Cost $69.67 Unrealized +23.3%
TPH TRI Pointe Group Inc 0.2%
Value ($000) $467,327 Shares 39,537 Est. Cost $14.17 Unrealized -17.4%
VCSH Vanguard Short Term Corporate Bond Etf 0.2%
Value ($000) $453,723 Shares 5,612 Est. Cost $79.53 Unrealized
AGG Ishares Core U S Aggregate Bd Etf 0.2%
Value ($000) $451,248 Shares 4,007 Est. Cost $11804.60 Unrealized
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF 0.2%
Value ($000) $448,473 Shares 3,654 Est. Cost $119.42 Unrealized
ATO Atmos Energy Corp 0.2%
Value ($000) $447,260 Shares 5,500 Est. Cost $40.22 Unrealized +46.7%
HDV Ishares Core High Dividend Etf 0.2%
Value ($000) $441,967 Shares 5,380 Est. Cost $76.57 Unrealized
BlackRock Core Bond 0.2%
Value ($000) $426,378 Shares 30,521 Est. Cost $12669.99 Unrealized
NOC Northrop Grumman Corp 0.2%
Value ($000) $422,332 Shares 1,900 Est. Cost $114.24 Unrealized +57.7%
GD General Dynamics Corp 0.2%
Value ($000) $400,315 Shares 2,875 Est. Cost $107.02 Unrealized +5.6%
SCHP Schwab US TIPS ETF 0.2%
Value ($000) $396,155 Shares 7,014 Est. Cost $54028.57 Unrealized
HEDJ Wisdomtree Tr Europe Hedged Equity Fund 0.2%
Value ($000) $392,668 Shares 7,771 Est. Cost $10891.25 Unrealized
BMY Bristol Myers Squibb Co 0.2%
Value ($000) $390,182 Shares 5,305 Est. Cost $39.68 Unrealized +27.3%
WFC Wells Fargo & Co 0.2%
Value ($000) $385,313 Shares 8,141 Est. Cost $38.93 Unrealized -4.4%
LOW Lowes Companies Inc 0.2%
Value ($000) $383,182 Shares 4,840 Est. Cost $49.81 Unrealized +30.1%
HD Home Depot Inc 0.2%
Value ($000) $378,897 Shares 2,967 Est. Cost $76.35 Unrealized +37.5%
IGIB iShares Intermediate Credit ETF 0.2%
Value ($000) $378,840 Shares 3,405 Est. Cost $109.40 Unrealized
EFG iShares MSCI EAFE Growth 0.2%
Value ($000) $375,465 Shares 5,739 Est. Cost $67068.21 Unrealized
IWM iShares Russell 2000 ETF 0.2%
Value ($000) $375,064 Shares 3,262 Est. Cost $111960.80 Unrealized
DUK Duke Energy Corporation Holding Company 0.2%
Value ($000) $373,232 Shares 4,350 Est. Cost $50.95 Unrealized +5.6%
XLV Select Sector Spdr Trust The Health Care Select Sector Spdr Fund 0.2%
Value ($000) $372,148 Shares 5,190 Est. Cost $1168.40 Unrealized
IGM iShares North American Tech ETF 0.2%
Value ($000) $359,524 Shares 3,269 Est. Cost $101.87 Unrealized
DOV Dover Corporation 0.2%
Value ($000) $359,216 Shares 5,182 Est. Cost $50.83 Unrealized -9.8%
BDX Becton Dickinson & Co 0.2%
Value ($000) $351,051 Shares 2,070 Est. Cost $120.17 Unrealized +15.1%
KHC Kraft Heinz Company (The) Common Stock 0.2%
Value ($000) $348,168 Shares 3,935 Est. Cost $47.82 Unrealized +12.1%
VTI Vanguard Index Funds Vanguard Total Stock Market Etf 0.2%
Value ($000) $347,627 Shares 3,244 Est. Cost $106217.50 Unrealized
MCD Mcdonalds Corp 0.2%
Value ($000) $340,230 Shares 2,827 Est. Cost $71.06 Unrealized +39.5%
IGSB iShares 1-3 Year Credit Bond ETF 0.2%
Value ($000) $334,183 Shares 3,150 Est. Cost $105.23 Unrealized
DVY iShares Select Dividend ETF 0.2%
Value ($000) $325,854 Shares 3,821 Est. Cost $79.33 Unrealized
MUB iShares National Muni Bond 0.2%
Value ($000) $323,202 Shares 2,837 Est. Cost $12390.27 Unrealized
CBT Cabot Corp 0.1%
Value ($000) $318,478 Shares 6,975 Est. Cost $34.52 Unrealized +6.6%
ILMN Illumina Inc 0.1%
Value ($000) $316,556 Shares 2,255 Est. Cost $142.89 Unrealized -0.6%
AWK American Wtr Wks Co Inc 0.1%
Value ($000) $314,799 Shares 3,725 Est. Cost $43.91 Unrealized +40.9%
IBM International Business Machines Corp 0.1%
Value ($000) $303,863 Shares 2,002 Est. Cost $100.36 Unrealized -5.2%
IJR Ishares Core S&P Small Cap Etf 0.1%
Value ($000) $298,659 Shares 2,570 Est. Cost $114.29 Unrealized
Nuveen S&P 500 Buy-Write Income 0.1%
Value ($000) $295,051 Shares 22,644 Est. Cost $4693.17 Unrealized
MO Altria Group Inc 0.1%
Value ($000) $289,484 Shares 4,197 Est. Cost $27.46 Unrealized +20.9%
WMT Wal-Mart Stores Inc 0.1%
Value ($000) $288,456 Shares 3,950 Est. Cost $17.07 Unrealized +14.3%
CMI Cummins Inc 0.1%
Value ($000) $283,911 Shares 2,525 Est. Cost $100.42 Unrealized -12.7%
HAIN Hain Celestial Group Inc 0.1%
Value ($000) $273,127 Shares 5,490 Est. Cost $46.18 Unrealized +0.2%
SRE Sempra Energy 0.1%
Value ($000) $270,797 Shares 2,375 Est. Cost $38.47 Unrealized +1.4%
RSG Republic Services Inc 0.1%
Value ($000) $268,351 Shares 5,230 Est. Cost $32.00 Unrealized +27.6%
IBB iShares Nasdaq Biotechnology ETF 0.1%
Value ($000) $266,089 Shares 1,034 Est. Cost $16461.13 Unrealized
Laboratory Corp Amer Hldgs 0.1%
Value ($000) $261,972 Shares 2,011 Est. Cost $117044.56 Unrealized
Stericycle Inc 0.1%
Value ($000) $254,052 Shares 2,440 Est. Cost $4393.34 Unrealized
WWW Wolverine World Wide Inc 0.1%
Value ($000) $252,658 Shares 12,434 Est. Cost $15.49 Unrealized +0.5%
IP International Paper Co 0.1%
Value ($000) $252,257 Shares 5,952 Est. Cost $27.36 Unrealized -3.9%
BB&T Corp 0.1%
Value ($000) $244,355 Shares 6,862 Est. Cost $5713.49 Unrealized
Southwestern Energy Co 0.1%
Value ($000) $238,202 Shares 18,935 Est. Cost $2981.18 Unrealized
META Facebook Inc Cl A 0.1%
Value ($000) $237,131 Shares 2,075 Est. Cost $89.26 Unrealized +28.2%
BMO Bank Montreal Que Com 0.1%
Value ($000) $234,733 Shares 3,703 Est. Cost $39.80 Unrealized +8.1%
Bombardier Inc 0.1%
Value ($000) $230,474 Shares 153,920 Est. Cost $1717.61 Unrealized
ISHXF Ishares Canadn Govt Bd Idx Etf Unit 0.1%
Value ($000) $230,045 Shares 13,165 Est. Cost $17736.09 Unrealized
NGVT Ingevity Corp Com 0.1%
Value ($000) $223,290 Shares 6,559 Est. Cost $30.20 Unrealized 0.0%
PM Philip Morris International Inc 0.1%
Value ($000) $222,563 Shares 2,188 Est. Cost $49.20 Unrealized +24.8%
XLE Select Sector Spdr Trust Shs Ben Int Energy 0.1%
Value ($000) $215,501 Shares 3,158 Est. Cost $9019.78 Unrealized
COP ConocoPhillips 0.1%
Value ($000) $215,257 Shares 4,937 Est. Cost $45.62 Unrealized -28.1%
KMI Kinder Morgan Inc 0.1%
Value ($000) $215,167 Shares 11,494 Est. Cost $16.66 Unrealized -34.5%
E Idu Pont De Nemours & Co 0.1%
Value ($000) $213,256 Shares 3,291 Est. Cost $12851.84 Unrealized
UAA Under Armour Inc Cl A 0.1%
Value ($000) $211,685 Shares 5,275 Est. Cost $34.21 Unrealized +16.7%
PFE Pfizer Inc 0.1%
Value ($000) $208,773 Shares 5,929 Est. Cost $20.35 Unrealized +3.5%
TIP iShares TIPS Bond ETF 0.1%
Value ($000) $207,439 Shares 1,778 Est. Cost $112049.71 Unrealized
WMB Williams Companies Inc 0.1%
Value ($000) $207,107 Shares 9,575 Est. Cost $23.04 Unrealized -48.1%
VTV Vanguard Value ETF 0.1%
Value ($000) $203,721 Shares 2,397 Est. Cost $82292.41 Unrealized
ABBV AbbVie Inc 0.1%
Value ($000) $201,207 Shares 3,250 Est. Cost $41.34 Unrealized -0.9%
UNP Union Pacific Corp 0.1%
Value ($000) $199,628 Shares 2,288 Est. Cost $88.15 Unrealized -22.6%
Atlantic Capital Bancshares Inc 0.1%
Value ($000) $199,576 Shares 13,802 Est. Cost $14980.31 Unrealized
UA Under Armour Inc Class C Common Stock $0.0003 1/3 Par Value 0.1%
Value ($000) $192,882 Shares 5,298 Est. Cost $37.40 Unrealized 0.0%
GILD Gilead Sciences Inc 0.1%
Value ($000) $189,363 Shares 2,270 Est. Cost $73.58 Unrealized -14.7%
ACN Accenture Plc Ireland Shs Cl A 0.1%
Value ($000) $188,061 Shares 1,660 Est. Cost $90.41 Unrealized +10.4%
Spectra Energy Corp 0.1%
Value ($000) $187,453 Shares 5,117 Est. Cost $36.32 Unrealized
CHD Church & Dwight Co Inc 0.1%
Value ($000) $175,941 Shares 1,710 Est. Cost $36.39 Unrealized +17.0%
EPD Enterprise Products Partners LP 0.1%
Value ($000) $175,735 Shares 6,006 Est. Cost $36.03 Unrealized
Mobileye Nv 0.1%
Value ($000) $171,317 Shares 3,713 Est. Cost $51718.57 Unrealized
IYT iShares Transportation Average ETF 0.1%
Value ($000) $170,357 Shares 1,270 Est. Cost $142636.22 Unrealized
PSX Phillips 66 Com 0.1%
Value ($000) $168,088 Shares 2,118 Est. Cost $53.94 Unrealized +5.1%
PCH Potlatch Corp 0.1%
Value ($000) $167,090 Shares 4,900 Est. Cost $1646.23 Unrealized
GM General Motors Co 0.1%
Value ($000) $164,423 Shares 5,810 Est. Cost $25.28 Unrealized -1.9%
VTIP Vanguard Short-Term Infl-Prot Secs ETF 0.1%
Value ($000) $164,422 Shares 3,323 Est. Cost $48679.81 Unrealized
VNQI Vanguard Global Ex Us Real Estate Etf 0.1%
Value ($000) $163,747 Shares 3,029 Est. Cost $55401.14 Unrealized
IYW Ishares U S Technology Etf 0.1%
Value ($000) $160,552 Shares 1,525 Est. Cost $104669.70 Unrealized
MAA Midamerica Apartment Communities Inc 0.1%
Value ($000) $159,600 Shares 1,500 Est. Cost $52.27 Unrealized +37.9%
SYK Stryker Corp 0.1%
Value ($000) $156,323 Shares 1,304 Est. Cost $83.78 Unrealized +19.7%
PowerShares S&P Em Mkts Low Volatil ETF 0.1%
Value ($000) $154,828 Shares 6,990 Est. Cost $25.62 Unrealized
VIG Vanguard Specialized Funds Vanguard Dividend Appreciation Etf 0.1%
Value ($000) $154,576 Shares 1,857 Est. Cost $78496.09 Unrealized
Diebold Inc 0.1%
Value ($000) $153,821 Shares 6,195 Est. Cost $34.65 Unrealized
Magellan Midstream Partners LP 0.1%
Value ($000) $152,000 Shares 2,000 Est. Cost $82.50 Unrealized
XLK Select Sector Spdr Trust The Technology Select Sector Spdr Fund 0.1%
Value ($000) $150,172 Shares 3,462 Est. Cost $41504.47 Unrealized
F Ford Motor Co Par $0.01 0.1%
Value ($000) $149,873 Shares 11,923 Est. Cost $8.28 Unrealized -4.2%
Commerce Union Bancshares Inc 0.1%
Value ($000) $149,563 Shares 9,801 Est. Cost $14561.25 Unrealized
BAC Bank of America Corp 0.1%
Value ($000) $149,287 Shares 11,250 Est. Cost $12.32 Unrealized -8.0%
XLI Select Sector Spdr Trust The Industrial Select Sector Spdr Fund 0.1%
Value ($000) $148,538 Shares 2,652 Est. Cost $54059.86 Unrealized
XLF Select Sector Spdr Trust The Financial Select Sector Spdr Fund 0.1%
Value ($000) $143,506 Shares 6,279 Est. Cost $24379.97 Unrealized
UNH UnitedHealth Group Inc 0.1%
Value ($000) $141,200 Shares 1,000 Est. Cost $99.59 Unrealized +14.6%
TSLA Tesla Motors Inc 0.1%
Value ($000) $138,831 Shares 654 Est. Cost $15.18 Unrealized -0.2%
MWA Mueller Water Products Inc Com Ser A 0.1%
Value ($000) $137,725 Shares 12,060 Est. Cost $9.12 Unrealized 0.0%
SO Southern Co 0.1%
Value ($000) $137,614 Shares 2,566 Est. Cost $27.79 Unrealized +21.0%
PYPL Paypal Holdings Inc Com 0.1%
Value ($000) $136,766 Shares 3,746 Est. Cost $35.94 Unrealized +6.1%
FLOT iShares Floating Rate Bond 0.1%
Value ($000) $135,661 Shares 2,680 Est. Cost $50639.17 Unrealized
SMBK SmartFinancial Inc 0.1%
Value ($000) $135,472 Shares 8,467 Est. Cost $15.85 Unrealized +3.4%
VV Vanguard Large-Cap ETF 0.1%
Value ($000) $134,669 Shares 1,405 Est. Cost $94709.21 Unrealized
DHR Danaher Corporation 0.1%
Value ($000) $134,550 Shares 1,332 Est. Cost $35.10 Unrealized +14.2%
MDLZ Mondelez International Inc Com 0.1%
Value ($000) $133,480 Shares 2,933 Est. Cost $30.85 Unrealized +12.9%
Guggenheim S&P 500 Equal Weight ETF 0.1%
Value ($000) $133,300 Shares 1,659 Est. Cost $80164.09 Unrealized
BP Bp P L C Sponsored Adr (Frm Bp Amoco Plc) 0.1%
Value ($000) $133,091 Shares 3,748 Est. Cost $35105.39 Unrealized
BIIB Biogen Inc 0.1%
Value ($000) $133,001 Shares 550 Est. Cost $323.51 Unrealized -18.5%
FCX Freeport Mcmoran Inc 0.1%
Value ($000) $130,338 Shares 11,700 Est. Cost $21.38 Unrealized -53.0%
AFL Aflac Inc 0.1%
Value ($000) $127,723 Shares 1,770 Est. Cost $24.64 Unrealized +10.7%
AGL Resources Inc 0.1%
Value ($000) $125,343 Shares 1,900 Est. Cost $46560.00 Unrealized
LMT Lockheed Martin Corp 0.1%
Value ($000) $124,085 Shares 500 Est. Cost $144.57 Unrealized +26.1%
BSV Vanguard Short Term Bond Etf 0.1%
Value ($000) $121,590 Shares 1,500 Est. Cost $80189.51 Unrealized
LLY Elililly & Co 0.1%
Value ($000) $118,125 Shares 1,500 Est. Cost $61.10 Unrealized +4.9%
ADSK Autodesk Inc 0.1%
Value ($000) $117,050 Shares 2,162 Est. Cost $57.03 Unrealized +1.5%
WABCO Holdings Inc 0.1%
Value ($000) $116,477 Shares 1,272 Est. Cost $123719.34 Unrealized
IJK iShares S&P Mid-Cap 400 Growth ETF 0.1%
Value ($000) $115,840 Shares 685 Est. Cost $169448.02 Unrealized
NJR New Jersey Resources Corp 0.1%
Value ($000) $115,650 Shares 3,000 Est. Cost $21.03 Unrealized +24.6%
TGT Target Corp 0.1%
Value ($000) $114,155 Shares 1,635 Est. Cost $59.06 Unrealized -5.0%
DEO Diageo PLC 0.1%
Value ($000) $112,767 Shares 999 Est. Cost $115945.35 Unrealized
BNDX Vanguard Total International Bond ETF 0.1%
Value ($000) $110,620 Shares 1,986 Est. Cost $2855.09 Unrealized
TM Toyota Motor Corporation Ads 0.1%
Value ($000) $110,488 Shares 1,105 Est. Cost $131829.03 Unrealized
IEV iShares Europe ETF 0.1%
Value ($000) $110,346 Shares 2,920 Est. Cost $10487.97 Unrealized
IJJ iShares S&P Mid-Cap 400 Value 0.1%
Value ($000) $108,842 Shares 850 Est. Cost $124213.65 Unrealized
NSRGY Nestle Sa-Sponsored Adr Repstg Regd Ord (Sf 10 Par) 0.1%
Value ($000) $107,824 Shares 1,395 Est. Cost $72449.01 Unrealized
IVW iShares S&P 500 Growth ETF 0.1%
Value ($000) $106,903 Shares 917 Est. Cost $113859.32 Unrealized
APD Airproducts & Chemicals Inc 0.0%
Value ($000) $106,530 Shares 750 Est. Cost $104.89 Unrealized +0.0%
XHB SPDR S&P Homebuilders ETF 0.0%
Value ($000) $105,651 Shares 3,150 Est. Cost $36570.20 Unrealized
AMGN Amgen Inc 0.0%
Value ($000) $105,439 Shares 693 Est. Cost $113.64 Unrealized +2.7%
Alcoa Inc 0.0%
Value ($000) $104,650 Shares 11,289 Est. Cost $10115.13 Unrealized
Synovus Financial Corp 0.0%
Value ($000) $103,523 Shares 3,570 Est. Cost $30827.91 Unrealized
ADP Automatic Data Processing Inc 0.0%
Value ($000) $103,353 Shares 1,125 Est. Cost $67.60 Unrealized +6.2%
BlackRock Taxable Municipal Bond Trust 0.0%
Value ($000) $102,396 Shares 4,200 Est. Cost $19870.00 Unrealized
Time Warner Inc 0.0%
Value ($000) $100,308 Shares 1,364 Est. Cost $86240.51 Unrealized
C Rbard Inc 0.0%
Value ($000) $99,472 Shares 423 Est. Cost $170699.08 Unrealized
Piedmont Natural Gas Co Inc 0.0%
Value ($000) $96,192 Shares 1,600 Est. Cost $35310.00 Unrealized
Glaxosmithkline Plc Sponsored Adr(Frm Glaxo Well) 0.0%
Value ($000) $95,781 Shares 2,210 Est. Cost $41205.11 Unrealized
PowerShares Dynamic Building & Const ETF 0.0%
Value ($000) $93,254 Shares 3,595 Est. Cost $24494.07 Unrealized
SCHG Schwab US Large-Cap Growth ETF 0.0%
Value ($000) $92,202 Shares 1,757 Est. Cost $52831.01 Unrealized
Canadian Pacific Railway Ltd 0.0%
Value ($000) $92,084 Shares 715 Est. Cost $192.86 Unrealized
C Citigroup Inc Com 0.0%
Value ($000) $91,629 Shares 2,161 Est. Cost $39.11 Unrealized -15.4%
McDermott International Inc 0.0%
Value ($000) $89,142 Shares 18,045 Est. Cost $4846.44 Unrealized
RNST Renasant Corp 0.0%
Value ($000) $88,325 Shares 2,732 Est. Cost $32.41 Unrealized +2.7%
CAT Caterpillar Inc 0.0%
Value ($000) $86,660 Shares 1,143 Est. Cost $69.13 Unrealized -13.5%
ZTS Zoetis Inc Cl A 0.0%
Value ($000) $85,428 Shares 1,800 Est. Cost $41.90 Unrealized +4.7%
PRU Prudential Financial Inc 0.0%
Value ($000) $84,537 Shares 1,185 Est. Cost $53.15 Unrealized -7.9%
GS Goldman Sachs Group Inc 0.0%
Value ($000) $84,393 Shares 568 Est. Cost $134.36 Unrealized -4.8%
Dr Pepper Snapple Group Inc 0.0%
Value ($000) $84,068 Shares 870 Est. Cost $72900.00 Unrealized
VDE Vanguard Sector Index Fds Vanguard Energy Etf 0.0%
Value ($000) $83,515 Shares 878 Est. Cost $101572.58 Unrealized
VEA Vanguard FTSE Developed Markets ETF 0.0%
Value ($000) $82,565 Shares 2,335 Est. Cost $36252.60 Unrealized
Invesco Mortgage Capital Inc 0.0%
Value ($000) $82,140 Shares 6,000 Est. Cost $14320.00 Unrealized
XLU Select Sector Spdr Trust The Utilities Select Sector Spdr Trust 0.0%
Value ($000) $80,541 Shares 1,535 Est. Cost $42271.33 Unrealized
BHB Bar Harbor Bankshares 0.0%
Value ($000) $79,782 Shares 2,273 Est. Cost $16.16 Unrealized -2.4%
Allergan plc 0.0%
Value ($000) $79,494 Shares 344 Est. Cost $303459.12 Unrealized
EPC Edgewell Personal Care 0.0%
Value ($000) $79,345 Shares 940 Est. Cost $73.69 Unrealized 0.0%
SLYV SPDR S&P 600 Small Cap Value ETF 0.0%
Value ($000) $78,053 Shares 780 Est. Cost $100846.41 Unrealized
EZU iShares MSCI Eurozone ETF 0.0%
Value ($000) $77,770 Shares 2,410 Est. Cost $638.21 Unrealized
Ishares Gold Trust 0.0%
Value ($000) $77,198 Shares 6,050 Est. Cost $11.42 Unrealized
Citrix Systems Inc 0.0%
Value ($000) $76,085 Shares 950 Est. Cost $70159.81 Unrealized
Tableau Software Inc 0.0%
Value ($000) $75,385 Shares 1,541 Est. Cost $66344.25 Unrealized
BK Bank New York Mellon Corp 0.0%
Value ($000) $75,252 Shares 1,937 Est. Cost $32.66 Unrealized -5.0%
FHN First Horizon National Corp 0.0%
Value ($000) $74,219 Shares 5,386 Est. Cost $10.47 Unrealized -4.5%
XIFR NextEra Energy Partners LP 0.0%
Value ($000) $73,671 Shares 2,425 Est. Cost $26.14 Unrealized +7.8%
VWO Vanguard Ftse Emerging Markets Etf Ftse Emerging Index 0.0%
Value ($000) $73,454 Shares 2,085 Est. Cost $40.00 Unrealized
NUE Nucor Corp 0.0%
Value ($000) $71,891 Shares 1,455 Est. Cost $37.23 Unrealized +5.2%
WM Waste Management Inc Del 0.0%
Value ($000) $71,571 Shares 1,080 Est. Cost $40.91 Unrealized +23.8%
AEP American Electric Power Co Inc 0.0%
Value ($000) $70,090 Shares 1,000 Est. Cost $37.99 Unrealized +22.7%
DIA SPDR Dow Jones Industrial Average ETF Trust 0.0%
Value ($000) $69,810 Shares 390 Est. Cost $175820.00 Unrealized
GVI iShares Interm Government/Credit Bd 0.0%
Value ($000) $69,143 Shares 610 Est. Cost $110666.38 Unrealized
VTR Ventas Inc 0.0%
Value ($000) $68,814 Shares 945 Est. Cost $34.92 Unrealized +24.4%
TLT Ishares 20 Plus Year Treasury Bond Etf 0.0%
Value ($000) $68,308 Shares 491 Est. Cost $119224.58 Unrealized
AZN Astrazeneca Plc Each Ads Representing 1/2 Of An Ordinary Share 0.0%
Value ($000) $67,927 Shares 2,250 Est. Cost $46210.63 Unrealized
QCOM QUALCOMM Inc 0.0%
Value ($000) $67,551 Shares 1,261 Est. Cost $53.34 Unrealized -24.5%
ORCL Oracle Corporation 0.0%
Value ($000) $67,534 Shares 1,650 Est. Cost $37.00 Unrealized -6.5%
EWG iShares MSCI Germany ETF 0.0%
Value ($000) $66,738 Shares 2,775 Est. Cost $27.41 Unrealized
PRLB Proto Labs Inc Com 0.0%
Value ($000) $66,481 Shares 1,155 Est. Cost $70.59 Unrealized -5.4%
SYF Synchrony Financial Com 0.0%
Value ($000) $66,233 Shares 2,620 Est. Cost $24.71 Unrealized -6.0%
MKC McCormick & Co Inc/MD 0.0%
Value ($000) $64,535 Shares 605 Est. Cost $31.80 Unrealized +27.8%
ITOT iShares Core S&P Total US Stock Mkt 0.0%
Value ($000) $63,341 Shares 665 Est. Cost $94379.06 Unrealized
Hdsupply Holdings Inc Com 0.0%
Value ($000) $63,198 Shares 1,815 Est. Cost $33149.36 Unrealized
Victory Inst Diversified Stock VIDSX 0.0%
Value ($000) $63,040 Shares 6,156 Est. Cost $10240.42 Unrealized
MS Morgan Stanley 0.0%
Value ($000) $61,962 Shares 2,385 Est. Cost $28.24 Unrealized -29.6%
BND Vanguard Total Bond Market ETF 0.0%
Value ($000) $61,370 Shares 728 Est. Cost $81540.85 Unrealized
Raytheon Co Com 0.0%
Value ($000) $61,177 Shares 450 Est. Cost $105296.30 Unrealized
EEM iShares MSCI Emerging Markets ETF 0.0%
Value ($000) $60,989 Shares 1,775 Est. Cost $34249.58 Unrealized
USB Usbancorp Del Com 0.0%
Value ($000) $60,898 Shares 1,510 Est. Cost $29.91 Unrealized -2.4%
FEZ SPDR EURO STOXX 50 ETF 0.0%
Value ($000) $60,781 Shares 1,950 Est. Cost $31169.74 Unrealized
ABT Abbott Laboratories 0.0%
Value ($000) $59,593 Shares 1,516 Est. Cost $37.24 Unrealized -10.4%
SDY SPDR S&P Dividend ETF 0.0%
Value ($000) $59,583 Shares 710 Est. Cost $76209.30 Unrealized
BNS Bank N S Halifax Com 0.0%
Value ($000) $59,057 Shares 1,205 Est. Cost $31.00 Unrealized -1.2%
IYE iShares U.S. Energy ETF 0.0%
Value ($000) $58,499 Shares 1,525 Est. Cost $42379.67 Unrealized
SCHM Schwab US Mid-Cap ETF 0.0%
Value ($000) $57,419 Shares 1,366 Est. Cost $40146.11 Unrealized
Wpxenergy Inc 0.0%
Value ($000) $57,330 Shares 6,158 Est. Cost $12215.50 Unrealized
XLB Materials Select Sector SPDR Fund 0.0%
Value ($000) $56,338 Shares 1,215 Est. Cost $47826.77 Unrealized
Buckeye Partners LP 0.0%
Value ($000) $56,264 Shares 800 Est. Cost $73930.00 Unrealized
ASTE Astec Industries Inc 0.0%
Value ($000) $56,150 Shares 1,000 Est. Cost $36.44 Unrealized +25.7%
EWL iShares MSCI Switzerland Capped ETF 0.0%
Value ($000) $54,852 Shares 1,850 Est. Cost $32749.73 Unrealized
IUSG Ishares Core U S Growth Etf 0.0%
Value ($000) $54,725 Shares 670 Est. Cost $80758.38 Unrealized
United States Treas Nts Tips 0.625%24 0.0%
Value ($000) $53,706 Shares 50,000 Est. Cost $1007.38 Unrealized
IWN Ishares Russell 2000 Value Etf 0.0%
Value ($000) $53,023 Shares 545 Est. Cost $101235.03 Unrealized
Vectren Corp 0.0%
Value ($000) $52,670 Shares 1,000 Est. Cost $38480.00 Unrealized
Nuance Communications Inc 0.0%
Value ($000) $52,360 Shares 3,350 Est. Cost $14.20 Unrealized
XLY Select Sector Spdr Fund Shs Ben Consumer Discretionary 0.0%
Value ($000) $49,958 Shares 640 Est. Cost $76793.07 Unrealized
KRE SPDR S&P Regional Banking ETF 0.0%
Value ($000) $49,920 Shares 1,300 Est. Cost $43744.19 Unrealized
Arm Holdings Plc Sponsored Adr 0.0%
Value ($000) $49,833 Shares 1,095 Est. Cost $49269.41 Unrealized
BlackRock Inc 0.0%
Value ($000) $47,954 Shares 140 Est. Cost $340778.06 Unrealized
VOE Vanguard Mid-Cap Value ETF 0.0%
Value ($000) $47,034 Shares 528 Est. Cost $87678.16 Unrealized
Homebancorp Inc 0.0%
Value ($000) $46,200 Shares 4,000 Est. Cost $9430.00 Unrealized
ALL Allstate Corp 0.0%
Value ($000) $45,747 Shares 654 Est. Cost $52.54 Unrealized +3.0%
Emccorp-Mass 0.0%
Value ($000) $45,591 Shares 1,678 Est. Cost $26389.76 Unrealized
PowerShares S&P 500 High Div Low VolETF 0.0%
Value ($000) $45,441 Shares 1,188 Est. Cost $37333.54 Unrealized
EOG Eogres Inc 0.0%
Value ($000) $44,212 Shares 530 Est. Cost $63.74 Unrealized -6.9%
AOS A Osmith Corporation 0.0%
Value ($000) $44,055 Shares 500 Est. Cost $29.03 Unrealized +18.6%
Pioneer Natural Resources Company 0.0%
Value ($000) $43,246 Shares 286 Est. Cost $138688.81 Unrealized
MCK McKesson Corp 0.0%
Value ($000) $42,929 Shares 230 Est. Cost $202.15 Unrealized -19.5%
Guggenheim S&P Spin-Off ETF 0.0%
Value ($000) $42,792 Shares 1,085 Est. Cost $44.76 Unrealized
VVAEINV Equity Income Portfolio 0.0%
Value ($000) $41,299 Shares 542 Est. Cost $76197.41 Unrealized
Enbridge Energy Partners LP 0.0%
Value ($000) $40,600 Shares 1,750 Est. Cost $31879.13 Unrealized
Merrill Lynch Capital Trust III 0.0%
Value ($000) $39,988 Shares 1,509 Est. Cost $26149.77 Unrealized
Express Scripts Holding Company 0.0%
Value ($000) $39,795 Shares 525 Est. Cost $88938.84 Unrealized
CAC Camden National Corp 0.0%
Value ($000) $38,808 Shares 924 Est. Cost $17.85 Unrealized +12.8%
IJT iShares S&P Small-Cap 600 Growth 0.0%
Value ($000) $38,523 Shares 300 Est. Cost $131000.00 Unrealized
XLP Sector Spdr Trust Sbi Consumer Staples 0.0%
Value ($000) $38,329 Shares 695 Est. Cost $47561.51 Unrealized
Redhat Inc 0.0%
Value ($000) $38,115 Shares 525 Est. Cost $78868.30 Unrealized
SWKS Skyworks Solutions Inc 0.0%
Value ($000) $37,968 Shares 600 Est. Cost $55.55 Unrealized 0.0%
Deutsche Bank Contingent Capital Trust V 0.0%
Value ($000) $37,922 Shares 1,493 Est. Cost $25289.35 Unrealized
DLTR Dollar Tree Inc 0.0%
Value ($000) $37,696 Shares 400 Est. Cost $79.07 Unrealized +7.0%
NYF iShares New York Muni Bond 0.0%
Value ($000) $37,581 Shares 326 Est. Cost $109990.74 Unrealized
EFAV iShares Edge MSCI Min Vol EAFE 0.0%
Value ($000) $37,377 Shares 563 Est. Cost $65490.35 Unrealized
USMV Ishares Trust Ishares Edge Msci Min Vol Usa Etf 0.0%
Value ($000) $36,274 Shares 785 Est. Cost $44060.38 Unrealized
KN Knowles Corporation 0.0%
Value ($000) $36,252 Shares 2,650 Est. Cost $19.39 Unrealized -29.0%
AAL American Airlines Group Inc 0.0%
Value ($000) $35,868 Shares 1,267 Est. Cost $43.35 Unrealized -25.2%
Aqua America Inc 0.0%
Value ($000) $35,660 Shares 1,000 Est. Cost $24490.00 Unrealized
VTWNX Vanguard Target 2020 0.0%
Value ($000) $35,657 Shares 1,274 Est. Cost $27988.23 Unrealized
ISDXF Ishares Canadn Corp Bd Idx Etf Unit 0.0%
Value ($000) $35,029 Shares 2,100 Est. Cost $17263.33 Unrealized
PGR Progressive Corp-Ohio 0.0%
Value ($000) $35,007 Shares 1,045 Est. Cost $20.09 Unrealized +24.9%
Agrium Inc 0.0%
Value ($000) $34,811 Shares 385 Est. Cost $105949.75 Unrealized
Kansas City Southern 0.0%
Value ($000) $34,684 Shares 385 Est. Cost $74667.53 Unrealized
ISDJF Ishares Cad Select Dvd Idx Etf Unit 0.0%
Value ($000) $34,316 Shares 2,000 Est. Cost $18769.50 Unrealized
IRSHF Ishares Cor S&p Tsx Cp Cmp Etf Unit 0.0%
Value ($000) $34,270 Shares 2,000 Est. Cost $18425.00 Unrealized
Panera Bread Co 0.0%
Value ($000) $33,910 Shares 160 Est. Cost $181017.19 Unrealized
TFI SPDR Nuveen Barclays Municipal Bond ETF 0.0%
Value ($000) $32,883 Shares 650 Est. Cost $49336.92 Unrealized
SCHZ Schwab US Aggregate Bond ETF 0.0%
Value ($000) $32,391 Shares 602 Est. Cost $52003.41 Unrealized
ACE Ltd 0.0%
Value ($000) $32,297 Shares 252 Est. Cost $116474.80 Unrealized
EPR Eprproperties Common Shares Of Beneficial Interest 0.0%
Value ($000) $32,272 Shares 400 Est. Cost $54780.00 Unrealized
BOND PIMCO Total Return Active ETF 0.0%
Value ($000) $32,211 Shares 300 Est. Cost $107000.00 Unrealized
Shire Plc American Depositary Shares 0.0%
Value ($000) $32,191 Shares 174 Est. Cost $185005.75 Unrealized
Guggenheim S&P Global Water Index ETF 0.0%
Value ($000) $31,669 Shares 1,056 Est. Cost $28579.69 Unrealized
Broadcom Limited Shs 0.0%
Value ($000) $31,546 Shares 203 Est. Cost $154566.42 Unrealized
Delphi Automotive Plc Shs Us Listed 0.0%
Value ($000) $31,300 Shares 500 Est. Cost $62600.00 Unrealized
Merrill Lynch Capital Trust II 0.0%
Value ($000) $30,982 Shares 1,199 Est. Cost $25409.51 Unrealized
VGK Vanguard FTSE Europe ETF 0.0%
Value ($000) $30,562 Shares 655 Est. Cost $48335.98 Unrealized
VAC Marriott Vacations Worldwide Corp 0.0%
Value ($000) $30,409 Shares 444 Est. Cost $85.26 Unrealized -26.6%
VFC Vfcorporation 0.0%
Value ($000) $30,314 Shares 493 Est. Cost $68.04 Unrealized -13.1%
PowerShares Dividend Achievers ETF 0.0%
Value ($000) $30,011 Shares 1,325 Est. Cost $20709.47 Unrealized
CSX Csxcorporation Com 0.0%
Value ($000) $29,992 Shares 1,150 Est. Cost $9.83 Unrealized -22.9%
TOL Toll Brothers Inc 0.0%
Value ($000) $29,601 Shares 1,100 Est. Cost $37.23 Unrealized -24.5%
TXT Textron Inc 0.0%
Value ($000) $29,248 Shares 800 Est. Cost $44.73 Unrealized -16.0%
Energen Corp 0.0%
Value ($000) $28,926 Shares 600 Est. Cost $68300.00 Unrealized
VSS Vanguard Intl Equity Index Fd Ftse Smcap Etf 0.0%
Value ($000) $28,671 Shares 308 Est. Cost $101919.66 Unrealized
Kellogg Co 0.0%
Value ($000) $28,250 Shares 346 Est. Cost $41.63 Unrealized +22.3%
VOD Vodafone Group Plc Sponsored Adr No Par 0.0%
Value ($000) $28,202 Shares 913 Est. Cost $35565.02 Unrealized
EWA iShares MSCI Australia ETF 0.0%
Value ($000) $27,910 Shares 1,435 Est. Cost $21029.82 Unrealized
AMP Ameriprise Finl Inc 0.0%
Value ($000) $27,853 Shares 310 Est. Cost $101.78 Unrealized -22.2%
Financial Services Select Sector SPDR 0.0%
Value ($000) $27,638 Shares 962 Est. Cost $30879.65 Unrealized
UNFI United Natural Foods Inc 0.0%
Value ($000) $27,612 Shares 590 Est. Cost $65.91 Unrealized -41.7%
WMMVY Wal - Mart de Mexico SAB de CV 0.0%
Value ($000) $27,461 Shares 1,152 Est. Cost $24466.54 Unrealized
SCHR Schwab Intermediate-Term US Trs ETF 0.0%
Value ($000) $27,287 Shares 487 Est. Cost $53700.93 Unrealized
M Macy's Inc 0.0%
Value ($000) $26,888 Shares 800 Est. Cost $55.10 Unrealized -35.0%
Royal Dutch Shell PLC 0.0%
Value ($000) $26,836 Shares 486 Est. Cost $56850.46 Unrealized
BWXT Bwx Technologies Inc 0.0%
Value ($000) $26,827 Shares 750 Est. Cost $20.82 Unrealized +47.0%
BAX Baxter International Inc 0.0%
Value ($000) $26,679 Shares 590 Est. Cost $31.47 Unrealized +19.1%
SUB iShares Short-Term National Muni Bond 0.0%
Value ($000) $26,585 Shares 250 Est. Cost $105668.00 Unrealized
Total System Services Inc 0.0%
Value ($000) $26,555 Shares 500 Est. Cost $41770.00 Unrealized
HEEM iShares Currency Hedged MSCI Emerging Markets ETF 0.0%
Value ($000) $26,469 Shares 1,275 Est. Cost $20000.00 Unrealized
BIV Vanguard Intermediate Term Bond Etf 0.0%
Value ($000) $26,421 Shares 300 Est. Cost $83286.05 Unrealized
LSBRX Loomis Sayles Bond ADM 0.0%
Value ($000) $26,392 Shares 1,258 Est. Cost $20979.33 Unrealized
VOT Vanguard Mid-Cap Growth ETF 0.0%
Value ($000) $26,185 Shares 257 Est. Cost $99000.92 Unrealized
ALARX Alger Cap App Institutional I 0.0%
Value ($000) $26,145 Shares 978 Est. Cost $32713.60 Unrealized
OMC Omnicom Group Inc 0.0%
Value ($000) $26,076 Shares 320 Est. Cost $49.25 Unrealized +21.1%
VLO Valero Energy Corp New 0.0%
Value ($000) $25,500 Shares 500 Est. Cost $38.94 Unrealized -1.2%
EQT Eqtcorporation 0.0%
Value ($000) $25,164 Shares 325 Est. Cost $43.09 Unrealized -16.9%
CCEP Coca-Cola European Partners PLC 0.0%
Value ($000) $24,983 Shares 700 Est. Cost $28.83 Unrealized 0.0%
SCHV Schwab US Large-Cap Value ETF 0.0%
Value ($000) $24,811 Shares 553 Est. Cost $42912.82 Unrealized
FLR Fluor Corp 0.0%
Value ($000) $24,640 Shares 500 Est. Cost $47.72 Unrealized -0.0%
AYI Acuity Brands Inc 0.0%
Value ($000) $24,548 Shares 99 Est. Cost $169.64 Unrealized +42.7%
NXPI Nxp Semiconductors N V 0.0%
Value ($000) $23,502 Shares 300 Est. Cost $86.16 Unrealized -11.5%
EDV Vanguard Extended Duration Treasury ETF 0.0%
Value ($000) $23,480 Shares 170 Est. Cost $113200.00 Unrealized
Linear Technology Corp 0.0%
Value ($000) $23,265 Shares 500 Est. Cost $44230.00 Unrealized
Johnson Controls Inc 0.0%
Value ($000) $22,793 Shares 515 Est. Cost $43738.09 Unrealized
EAT Brinker International Inc 0.0%
Value ($000) $22,765 Shares 500 Est. Cost $48.51 Unrealized -18.2%
USIG Ishares Core U S Credit Bond Etf 0.0%
Value ($000) $22,670 Shares 200 Est. Cost $108570.00 Unrealized
ING Groep NV 0.0%
Value ($000) $22,568 Shares 868 Est. Cost $25729.26 Unrealized
EPP iShares MSCI Pacific ex Japan ETF 0.0%
Value ($000) $21,952 Shares 560 Est. Cost $43400.00 Unrealized
MFC Manulife Financial Corp 0.0%
Value ($000) $21,762 Shares 1,592 Est. Cost $16.13 Unrealized -11.7%
MHK Mohawk Industries Inc 0.0%
Value ($000) $21,632 Shares 114 Est. Cost $184.98 Unrealized +5.2%
VBR Vanguard Index Funds Small-Cap Value Etf 0.0%
Value ($000) $21,252 Shares 201 Est. Cost $100014.72 Unrealized
SCHF Schwab International Equity ETF 0.0%
Value ($000) $21,148 Shares 780 Est. Cost $27474.13 Unrealized
Viacom Inc Class B 0.0%
Value ($000) $20,859 Shares 503 Est. Cost $64638.86 Unrealized
EEMV Ishares Inc Ishares Edge Msci Min Vol Emerging Markets Etf 0.0%
Value ($000) $20,636 Shares 400 Est. Cost $57679.17 Unrealized
FPX First Trust US IPO ETF 0.0%
Value ($000) $20,526 Shares 406 Est. Cost $54559.09 Unrealized
BTG PLC 0.0%
Value ($000) $20,400 Shares 2,114 Est. Cost $9649.95 Unrealized
BlackRock Health Sciences Opps A 0.0%
Value ($000) $20,198 Shares 918 Est. Cost $22002.18 Unrealized
AIR AAR Corp 0.0%
Value ($000) $19,839 Shares 850 Est. Cost $24.80 Unrealized -7.6%
Scana Corporation New 0.0%
Value ($000) $19,822 Shares 262 Est. Cost $50648.86 Unrealized
ISHQF Ishares Core Hi Qual Cdn Bd Et Com Unit 0.0%
Value ($000) $19,767 Shares 1,200 Est. Cost $16862.50 Unrealized
AVT Avnet Inc 0.0%
Value ($000) $19,444 Shares 480 Est. Cost $33.33 Unrealized +0.4%
THO Thor Industries Inc 0.0%
Value ($000) $19,422 Shares 300 Est. Cost $45.48 Unrealized +16.3%
VOO Vanguard S&P 500 ETF 0.0%
Value ($000) $19,220 Shares 100 Est. Cost $187740.00 Unrealized
PIMCO Dynamic Credit Income 0.0%
Value ($000) $19,130 Shares 1,000 Est. Cost $20.62 Unrealized
RHI Robert Half International Inc 0.0%
Value ($000) $19,080 Shares 500 Est. Cost $41.88 Unrealized -2.4%
SCHA Schwab US Small-Cap ETF 0.0%
Value ($000) $18,945 Shares 350 Est. Cost $52236.98 Unrealized
PureFunds ISE Cyber Security ETF 0.0%
Value ($000) $18,275 Shares 765 Est. Cost $23888.89 Unrealized
LPX Louisiana-Pacific Corp 0.0%
Value ($000) $18,217 Shares 1,050 Est. Cost $16.99 Unrealized +3.7%
Asia Pacific Fund 0.0%
Value ($000) $18,052 Shares 1,851 Est. Cost $12799.57 Unrealized
iShares MSCI Japan ETF 0.0%
Value ($000) $17,928 Shares 1,559 Est. Cost $12315.10 Unrealized
IWS iShares Russell Mid-Cap Value 0.0%
Value ($000) $17,458 Shares 235 Est. Cost $73870.08 Unrealized
Ingram Micro Inc-Cl A 0.0%
Value ($000) $17,390 Shares 500 Est. Cost $25030.00 Unrealized
STPZ Pimco 1-5 Year U S Tips Index Exchange Traded Fund 0.0%
Value ($000) $16,908 Shares 320 Est. Cost $52218.75 Unrealized
Barclays Bank PLC 0.0%
Value ($000) $16,705 Shares 649 Est. Cost $25539.29 Unrealized
CLX Clorox Co 0.0%
Value ($000) $16,606 Shares 120 Est. Cost $80.03 Unrealized +23.3%
UAL United Continental Holdings Inc 0.0%
Value ($000) $16,416 Shares 400 Est. Cost $57.89 Unrealized -18.3%
VLY Valley National Bancorp 0.0%
Value ($000) $16,069 Shares 1,762 Est. Cost $10.39 Unrealized -10.0%
Cardno Ltd 0.0%
Value ($000) $16,002 Shares 39,455 Est. Cost $1500.80 Unrealized
NWL Newell Brands Inc Shs 0.0%
Value ($000) $15,979 Shares 329 Est. Cost $28.21 Unrealized +11.1%
Splunk Inc 0.0%
Value ($000) $15,712 Shares 290 Est. Cost $62579.70 Unrealized
Oppenheimer Real Estate A 0.0%
Value ($000) $15,472 Shares 813 Est. Cost $19030.75 Unrealized
DSI iShares MSCI KLD 400 Social 0.0%
Value ($000) $15,470 Shares 200 Est. Cost $76070.00 Unrealized
Ishares Float Rate Nt Idx Etf Unit 0.0%
Value ($000) $15,433 Shares 1,000 Est. Cost $16109.00 Unrealized
IFF International Flavors & Fragrances Inc 0.0%
Value ($000) $15,128 Shares 120 Est. Cost $89.30 Unrealized +9.2%
ZBH Zimmer Biomet Holdings Inc 0.0%
Value ($000) $15,047 Shares 125 Est. Cost $102.09 Unrealized +2.5%
Hillenbrand Inc 0.0%
Value ($000) $15,020 Shares 500 Est. Cost $30700.00 Unrealized
HAL Halliburton Company 0.0%
Value ($000) $15,014 Shares 331 Est. Cost $26.95 Unrealized +26.7%
Southwest Georgia Financial Corp 0.0%
Value ($000) $15,014 Shares 1,027 Est. Cost $14129.50 Unrealized
California Resources Corporation Com 0.0%
Value ($000) $14,929 Shares 1,223 Est. Cost $12206.87 Unrealized
RWX SPDR Dow Jones International Real Estate ETF 0.0%
Value ($000) $14,769 Shares 356 Est. Cost $39256.82 Unrealized
FDX FedEx Corp 0.0%
Value ($000) $14,419 Shares 95 Est. Cost $148.37 Unrealized -6.2%
IDV iShares International Select Dividend ETF 0.0%
Value ($000) $14,315 Shares 500 Est. Cost $32329.81 Unrealized
AMZN Amazon.com Inc 0.0%
Value ($000) $14,312 Shares 20 Est. Cost $22.77 Unrealized +48.5%
CNC Centene Corp Del 0.0%
Value ($000) $14,274 Shares 200 Est. Cost $35.91 Unrealized -12.6%
SCHH Schwab US REIT ETF 0.0%
Value ($000) $13,890 Shares 319 Est. Cost $40322.95 Unrealized
VCIT Vanguard Intermediate Term Corporate Bond Etf 0.0%
Value ($000) $13,411 Shares 150 Est. Cost $84086.66 Unrealized
Broad Street Ventures 0.0%
Value ($000) $12,500 Shares 115,000 Est. Cost $108.70 Unrealized
STZ Constellation Brands Inc Cl A 0.0%
Value ($000) $12,405 Shares 75 Est. Cost $101.24 Unrealized +33.9%
Royal Bank of Scotland Group PLC 0.0%
Value ($000) $11,193 Shares 444 Est. Cost $25448.20 Unrealized
IYH iShares U.S. Healthcare ETF 0.0%
Value ($000) $11,123 Shares 75 Est. Cost $158720.00 Unrealized
SPYX SPDR S&P 500 Fossil Fuel Free ETF 0.0%
Value ($000) $10,926 Shares 218 Est. Cost $49417.43 Unrealized
DLR Digital Realty Trust Inc 0.0%
Value ($000) $10,899 Shares 100 Est. Cost $44.75 Unrealized +51.6%
IRM Iron Mountain Incorporated Reit New 0.0%
Value ($000) $10,873 Shares 273 Est. Cost $19.10 Unrealized +11.1%
SUSA iShares MSCI USA ESG Select 0.0%
Value ($000) $10,808 Shares 125 Est. Cost $85104.00 Unrealized
The WhiteWave Foods Co 0.0%
Value ($000) $10,561 Shares 225 Est. Cost $48880.00 Unrealized
PSMT Pricesmart Inc 0.0%
Value ($000) $10,544 Shares 112 Est. Cost $73.63 Unrealized +4.6%
MOAT VanEck Vectors Morningstar Wide Moat ETF 0.0%
Value ($000) $10,406 Shares 320 Est. Cost $32518.75 Unrealized
IWD iShares Russell 1000 Value ETF 0.0%
Value ($000) $10,323 Shares 100 Est. Cost $97860.00 Unrealized
BSAC Banco Santander Chile 0.0%
Value ($000) $10,053 Shares 519 Est. Cost $20248.56 Unrealized
XMHIX Pioneer Municipal High Income 0.0%
Value ($000) $10,017 Shares 700 Est. Cost $14.04 Unrealized
Cabela's Inc 0.0%
Value ($000) $10,012 Shares 200 Est. Cost $49978.57 Unrealized
FLRN SPDR Barclays Investment Grd Fl Rt ETF 0.0%
Value ($000) $9,899 Shares 325 Est. Cost $30636.92 Unrealized
XPMAX Pioneer Muni High Inc Adv 0.0%
Value ($000) $9,877 Shares 700 Est. Cost $12479.96 Unrealized
VHT Vanguard World Funds Vanguard Health Care Etf 0.0%
Value ($000) $9,786 Shares 75 Est. Cost $139960.00 Unrealized
TMO Thermo Fisher Scientific Inc 0.0%
Value ($000) $9,604 Shares 65 Est. Cost $126.27 Unrealized +13.7%
CALM Cal-Maine Foods Inc 0.0%
Value ($000) $8,864 Shares 200 Est. Cost $39.82 Unrealized -10.1%
Mylan Nv 0.0%
Value ($000) $8,648 Shares 200 Est. Cost $67860.00 Unrealized
AVY Avery Dennison Corp 0.0%
Value ($000) $8,596 Shares 115 Est. Cost $47.65 Unrealized +30.8%
ENB Enbridge Inc Com 0.0%
Value ($000) $8,472 Shares 200 Est. Cost $27.15 Unrealized -14.7%
IWR Ishares Russell Mid Cap Etf 0.0%
Value ($000) $8,410 Shares 50 Est. Cost $160180.00 Unrealized
iShares Russell 2000 Growth ETF 0.0%
Value ($000) $8,325 Shares 554 Est. Cost $16308.66 Unrealized
IYR Ishares U S Real Estate Etf 0.0%
Value ($000) $8,239 Shares 100 Est. Cost $71300.00 Unrealized
PH Parker Hannifin Corp 0.0%
Value ($000) $8,103 Shares 75 Est. Cost $101.50 Unrealized -5.0%
iShares Russell 2000 Growth ETF 0.0%
Value ($000) $8,097 Shares 504 Est. Cost $16315.48 Unrealized
CRM Salesforce.com Inc 0.0%
Value ($000) $7,941 Shares 100 Est. Cost $70.36 Unrealized +10.2%
IRBTQ iRobot Corp 0.0%
Value ($000) $7,893 Shares 225 Est. Cost $32.80 Unrealized +11.9%
DXJ WisdomTree Japan Hedged Equity Fund 0.0%
Value ($000) $7,756 Shares 200 Est. Cost $57200.00 Unrealized
IXJ iShares Global Healthcare ETF 0.0%
Value ($000) $7,574 Shares 75 Est. Cost $108720.00 Unrealized
Stonemor Partners LP 0.0%
Value ($000) $7,515 Shares 300 Est. Cost $30150.00 Unrealized
American International Group Inc 0.0%
Value ($000) $7,476 Shares 400 Est. Cost $27710.00 Unrealized
COKE Coca-Cola Bottling Co Consolidated 0.0%
Value ($000) $7,373 Shares 50 Est. Cost $11.15 Unrealized +22.5%
LUV Southwest Airlines Co 0.0%
Value ($000) $7,253 Shares 185 Est. Cost $34.60 Unrealized +10.2%
VYM Vanguard Index Funds Vanguard High Dividend Yield Etf 0.0%
Value ($000) $7,146 Shares 100 Est. Cost $67320.00 Unrealized
CYSXF Ishares S&p/Tsx Cdn Pfd Sh Ind Com Unit 0.0%
Value ($000) $7,127 Shares 750 Est. Cost $11614.67 Unrealized
Wyndham Worldwide Corporation 0.0%
Value ($000) $7,123 Shares 100 Est. Cost $81909.09 Unrealized
Powershares Water Resources Portfolio Exchange Traded Fd Trust 0.0%
Value ($000) $7,092 Shares 300 Est. Cost $24948.65 Unrealized
EWY iShares MSCI South Korea Capped ETF 0.0%
Value ($000) $7,029 Shares 135 Est. Cost $55103.70 Unrealized
VIAV Viavi Solutions Inc 0.0%
Value ($000) $6,994 Shares 1,055 Est. Cost $6.06 Unrealized +9.7%
ITSXF Ishares S&p Tsx Cp Fnl Idx Etf Unit 0.0%
Value ($000) $6,991 Shares 300 Est. Cost $24560.00 Unrealized
ICE Intercontinental Exchange Inc 0.0%
Value ($000) $6,910 Shares 27 Est. Cost $40.49 Unrealized +10.2%
ESLT Elbit Systems Ltd 0.0%
Value ($000) $6,810 Shares 75 Est. Cost $83.74 Unrealized +2.1%
Invesco Senior Income Trust 0.0%
Value ($000) $6,688 Shares 1,600 Est. Cost $4460.00 Unrealized
BTI British American Tobacco Plc Sponsored Adr 0.0%
Value ($000) $6,603 Shares 51 Est. Cost $110078.43 Unrealized
ITW Illinois Tool Works Inc 0.0%
Value ($000) $6,562 Shares 63 Est. Cost $73.44 Unrealized +13.4%
IVE iShares S&P 500 Value ETF 0.0%
Value ($000) $6,503 Shares 70 Est. Cost $92200.00 Unrealized
IHF Ishares U S Healthcare Providers Etf 0.0%
Value ($000) $6,368 Shares 50 Est. Cost $142940.00 Unrealized
EWW iShares MSCI Mexico Capped ETF 0.0%
Value ($000) $6,296 Shares 125 Est. Cost $57104.00 Unrealized
Guggenheim Solar ETF 0.0%
Value ($000) $6,288 Shares 300 Est. Cost $39218.91 Unrealized
KBE SPDR S&P Bank ETF 0.0%
Value ($000) $6,248 Shares 205 Est. Cost $36258.54 Unrealized
TD Toronto Dominion Bk Ont Com New 0.0%
Value ($000) $6,138 Shares 143 Est. Cost $39.82 Unrealized +9.3%
Realogy Holdings Corp Com 0.0%
Value ($000) $6,094 Shares 210 Est. Cost $46719.05 Unrealized
RCI Rogers Communications Inc 0.0%
Value ($000) $6,060 Shares 150 Est. Cost $34.87 Unrealized +11.3%
MASI Masimo Corp 0.0%
Value ($000) $6,039 Shares 115 Est. Cost $47.10 Unrealized 0.0%
ONEOK Partners LP 0.0%
Value ($000) $6,009 Shares 150 Est. Cost $34000.00 Unrealized
PowerShares S&P Intl Dev Low Volatil ETF 0.0%
Value ($000) $5,978 Shares 200 Est. Cost $30760.00 Unrealized
IPO Renaissance IPO ETF 0.0%
Value ($000) $5,958 Shares 310 Est. Cost $21327.73 Unrealized
iShares Russell 2000 Growth ETF 0.0%
Value ($000) $5,955 Shares 396 Est. Cost $16320.71 Unrealized
DXCM DexCom Inc 0.0%
Value ($000) $5,949 Shares 75 Est. Cost $16.70 Unrealized +1.9%
ACWX iShares MSCI ACWI ex US 0.0%
Value ($000) $5,882 Shares 151 Est. Cost $39046.36 Unrealized
GIL Gildan Activewear Inc Com 0.0%
Value ($000) $5,866 Shares 200 Est. Cost $27.33 Unrealized -6.1%
IWB iShares Russell 1000 ETF 0.0%
Value ($000) $5,844 Shares 50 Est. Cost $114060.00 Unrealized
MET MetLife Inc 0.0%
Value ($000) $5,735 Shares 144 Est. Cost $31.20 Unrealized -9.8%
Alerian MLP ETF 0.0%
Value ($000) $5,724 Shares 450 Est. Cost $17.50 Unrealized
FFIV F5Networks Inc 0.0%
Value ($000) $5,692 Shares 50 Est. Cost $122.95 Unrealized -12.6%
AIVI WisdomTree Intl Div ex-Fincls ETF 0.0%
Value ($000) $5,673 Shares 150 Est. Cost $42560.00 Unrealized
ROK Rockwell Automation Inc 0.0%
Value ($000) $5,396 Shares 47 Est. Cost $92.42 Unrealized +3.3%
Discover Financial Services 0.0%
Value ($000) $5,198 Shares 97 Est. Cost $53491.44 Unrealized
LITE Lumentum Holdings Inc Com 0.0%
Value ($000) $5,106 Shares 211 Est. Cost $17.80 Unrealized +39.2%
KMX CarMax Inc 0.0%
Value ($000) $4,903 Shares 100 Est. Cost $47.20 Unrealized +8.8%
IYG iShares US Financial Services 0.0%
Value ($000) $4,836 Shares 60 Est. Cost $94000.00 Unrealized
VUG Vanguard Growth ETF 0.0%
Value ($000) $4,824 Shares 45 Est. Cost $106923.97 Unrealized
TRIP TripAdvisor Inc 0.0%
Value ($000) $4,822 Shares 75 Est. Cost $72.31 Unrealized -20.3%
RGR Sturm Ruger & Co Inc 0.0%
Value ($000) $4,800 Shares 75 Est. Cost $54.45 Unrealized +18.6%
Z Zillow Group Inc 0.0%
Value ($000) $4,716 Shares 130 Est. Cost $26.10 Unrealized +6.3%
PowerShares DB Commodity Index Tracking Fund 0.0%
Value ($000) $4,605 Shares 300 Est. Cost $17558.33 Unrealized
CREF Stock R3 0.0%
Value ($000) $4,517 Shares 11 Est. Cost $410636.38 Unrealized
RL Ralph Lauren Corp 0.0%
Value ($000) $4,481 Shares 50 Est. Cost $100.20 Unrealized -23.7%
SPEU SPDR STOXX Europe 50 ETF 0.0%
Value ($000) $4,479 Shares 150 Est. Cost $34768.00 Unrealized
NetSuite Inc 0.0%
Value ($000) $4,368 Shares 60 Est. Cost $91750.00 Unrealized
iShares Russell 2000 Growth ETF 0.0%
Value ($000) $4,336 Shares 270 Est. Cost $16307.41 Unrealized
VRTX Vertex Pharmaceuticals Inc 0.0%
Value ($000) $4,301 Shares 50 Est. Cost $125.98 Unrealized -31.4%
Bedbath & Beyond Inc 0.0%
Value ($000) $4,105 Shares 95 Est. Cost $68978.95 Unrealized
Cbscorp Class B 0.0%
Value ($000) $4,083 Shares 75 Est. Cost $55493.33 Unrealized
NVO Novo Nordisk A/S 0.0%
Value ($000) $4,033 Shares 75 Est. Cost $54760.00 Unrealized
Vanguard Total Stock Market Index 0.0%
Value ($000) $3,832 Shares 209 Est. Cost $17866.03 Unrealized
DKS Dicks Sporting Goods Inc 0.0%
Value ($000) $3,830 Shares 85 Est. Cost $41.47 Unrealized -19.7%
Vanguard Total Stock Market Index 0.0%
Value ($000) $3,806 Shares 207 Est. Cost $18386.47 Unrealized
CST Brands Inc 0.0%
Value ($000) $3,791 Shares 88 Est. Cost $39056.82 Unrealized
Fannie Mae 0.0%
Value ($000) $3,760 Shares 807 Est. Cost $4199.50 Unrealized
EWP iShares MSCI Spain Capped ETF 0.0%
Value ($000) $3,747 Shares 150 Est. Cost $33546.67 Unrealized
Ferrellgas Partners LP 0.0%
Value ($000) $3,696 Shares 200 Est. Cost $22530.00 Unrealized
IGV iShares North American Tech-Software 0.0%
Value ($000) $3,680 Shares 35 Est. Cost $99457.14 Unrealized
PowerShares QQQ ETF Put Opt 09/16 100.0 0.0%
Value ($000) $3,645 Shares 9 Est. Cost Unrealized
DAL Delta Air Lines Inc 0.0%
Value ($000) $3,643 Shares 100 Est. Cost $38.40 Unrealized -1.6%
VGSH Vanguard Short-Term Government Bond ETF 0.0%
Value ($000) $3,598 Shares 58 Est. Cost $62034.48 Unrealized
EIS Ishares Mcsi Israel Capped Etf 0.0%
Value ($000) $3,513 Shares 75 Est. Cost $51426.67 Unrealized
HMC Honda Motor Co Ltd Adr 0.0%
Value ($000) $3,419 Shares 135 Est. Cost $32400.00 Unrealized
Barrick Gold Corp 0.0%
Value ($000) $3,416 Shares 160 Est. Cost $10656.25 Unrealized
SCHX Schwab US Large-Cap ETF 0.0%
Value ($000) $3,384 Shares 68 Est. Cost $49764.71 Unrealized
DRD DRDGold Ltd 0.0%
Value ($000) $3,227 Shares 547 Est. Cost $1848.26 Unrealized
Whole Foods Market Inc 0.0%
Value ($000) $3,202 Shares 100 Est. Cost $39436.36 Unrealized
Mead Johnson Nutrition Company Common Stock 0.0%
Value ($000) $3,176 Shares 35 Est. Cost $90200.00 Unrealized
Encana Corp 0.0%
Value ($000) $3,116 Shares 400 Est. Cost $11020.00 Unrealized
Scripps Networks Interactive Inc Cl A 0.0%
Value ($000) $3,113 Shares 50 Est. Cost $75.22 Unrealized
El Paso Energy Capital Trust I 0.0%
Value ($000) $3,090 Shares 60 Est. Cost $49000.00 Unrealized
iShares Russell 2000 Growth ETF 0.0%
Value ($000) $2,960 Shares 184 Est. Cost $16336.96 Unrealized
BWA Borg Warner Automotive Inc 0.0%
Value ($000) $2,952 Shares 100 Est. Cost $26.08 Unrealized 0.0%
WOOD iShares Global Timber & Forestry 0.0%
Value ($000) $2,941 Shares 65 Est. Cost $52539.54 Unrealized
SPDR Barclays High Yield Bond ETF 0.0%
Value ($000) $2,844 Shares 79 Est. Cost $36240.51 Unrealized
iShares MSCI EAFE Call Opt 09/16 61.0 0.0%
Value ($000) $2,840 Shares 16 Est. Cost Unrealized
LYG Lloyds Banking Group PLC 0.0%
Value ($000) $2,693 Shares 907 Est. Cost $4599.78 Unrealized
Volkswagen AG 0.0%
Value ($000) $2,675 Shares 100 Est. Cost $46250.00 Unrealized
MOS Mosaic Co 0.0%
Value ($000) $2,618 Shares 100 Est. Cost $35.46 Unrealized -37.4%
Snyder's-Lance Inc 0.0%
Value ($000) $2,609 Shares 77 Est. Cost $31467.53 Unrealized
USRT iShares Real Estate 50 0.0%
Value ($000) $2,583 Shares 50 Est. Cost $43440.00 Unrealized
Put 100 Spdr S&p 500 Etf Tr Tr Unit Exp [email protected] Option Root= Spy 0.0%
Value ($000) $2,550 Shares 6 Est. Cost Unrealized
Twitter Inc 0.0%
Value ($000) $2,536 Shares 150 Est. Cost $35349.75 Unrealized
Discovery Communications Inc 0.0%
Value ($000) $2,523 Shares 100 Est. Cost $26680.00 Unrealized
Hanesbrands Inc 0.0%
Value ($000) $2,513 Shares 100 Est. Cost $33320.00 Unrealized
Monotype Imaging Holdings Inc 0.0%
Value ($000) $2,463 Shares 100 Est. Cost $24110.00 Unrealized
TIAA Real Estate 0.0%
Value ($000) $2,457 Shares 6 Est. Cost $402750.00 Unrealized
VXUS Vanguard Total International Stock ETF 0.0%
Value ($000) $2,446 Shares 55 Est. Cost $50327.27 Unrealized
Discovery Communications Inc Com Ser C 0.0%
Value ($000) $2,385 Shares 100 Est. Cost $25220.00 Unrealized
ZG Zillow Group Inc 0.0%
Value ($000) $2,382 Shares 65 Est. Cost $29.18 Unrealized -2.7%
Cerner Corp 0.0%
Value ($000) $2,344 Shares 40 Est. Cost $69050.00 Unrealized
EXPE Expedia Inc 0.0%
Value ($000) $2,338 Shares 22 Est. Cost $120.15 Unrealized -13.8%
Cdkglobal Inc 0.0%
Value ($000) $2,275 Shares 41 Est. Cost $53975.61 Unrealized
CAR Avis Budget Group Inc 0.0%
Value ($000) $2,256 Shares 70 Est. Cost $26.25 Unrealized 0.0%
VXF Vanguard Index Funds Vanguard Extended Market Etf 0.0%
Value ($000) $2,135 Shares 25 Est. Cost $91960.00 Unrealized
PowerShares Fundamental HiYld CorpBd ETF 0.0%
Value ($000) $2,116 Shares 115 Est. Cost $17800.00 Unrealized
EXI iShares Global Industrials 0.0%
Value ($000) $2,083 Shares 30 Est. Cost $70233.34 Unrealized
OTEX Open Text Corp 0.0%
Value ($000) $2,070 Shares 35 Est. Cost $19.06 Unrealized +19.6%
Time Inc 0.0%
Value ($000) $2,057 Shares 125 Est. Cost $23008.00 Unrealized
iShares Mortgage Real Estate Capped ETF 0.0%
Value ($000) $2,052 Shares 200 Est. Cost $10260.00 Unrealized
0802 Vanguard REIT Index Fund Adm 0.0%
Value ($000) $2,042 Shares 16 Est. Cost $127625.00 Unrealized
CMG Chipotle Mexican Grill Inc 0.0%
Value ($000) $2,013 Shares 5 Est. Cost $12.65 Unrealized -31.3%
VMware Inc 0.0%
Value ($000) $2,002 Shares 35 Est. Cost $85738.03 Unrealized
Cbl& Associates Properties Inc 0.0%
Value ($000) $1,973 Shares 212 Est. Cost $15612.15 Unrealized
CMC Commercial Metals Co 0.0%
Value ($000) $1,960 Shares 116 Est. Cost $13.11 Unrealized +8.7%
ONEV SPDR Russell 1000 Low Volatil ETF 0.0%
Value ($000) $1,911 Shares 30 Est. Cost $63700.00 Unrealized
IMKTA Ingles Markets Inc 0.0%
Value ($000) $1,865 Shares 50 Est. Cost $41.57 Unrealized -22.1%
PCRX Pacira Pharmaceuticals Inc 0.0%
Value ($000) $1,855 Shares 55 Est. Cost $78.75 Unrealized -37.6%
K2M Group Holdings Inc 0.0%
Value ($000) $1,784 Shares 115 Est. Cost $24017.39 Unrealized
FE FirstEnergy Corp 0.0%
Value ($000) $1,745 Shares 50 Est. Cost $22.43 Unrealized +1.2%
Wright Medical Group N V 0.0%
Value ($000) $1,737 Shares 100 Est. Cost $24180.00 Unrealized
IVZ Invesco Ltd 0.0%
Value ($000) $1,736 Shares 68 Est. Cost $22.28 Unrealized -14.3%
ROP Roper Technologies Inc 0.0%
Value ($000) $1,705 Shares 10 Est. Cost $162.40 Unrealized +1.6%
SodaStream International Ltd 0.0%
Value ($000) $1,493 Shares 70 Est. Cost $21128.57 Unrealized
Vanguard Total Bond Market Index 0.0%
Value ($000) $1,479 Shares 121 Est. Cost $11950.41 Unrealized
USCI United States Commodity Index 0.0%
Value ($000) $1,468 Shares 34 Est. Cost $43176.47 Unrealized
Vanguard Extended Market Index 0.0%
Value ($000) $1,464 Shares 87 Est. Cost $16827.59 Unrealized
iShares Russell 2000 Growth ETF 0.0%
Value ($000) $1,461 Shares 97 Est. Cost $16350.52 Unrealized
DVN Devon Energy Corporation New 0.0%
Value ($000) $1,450 Shares 40 Est. Cost $38.29 Unrealized -37.7%
PUT SPDR S&P 500 $185 EXP 09/16/16 SPY 160916P00185000 0.0%
Value ($000) $1,428 Shares 14 Est. Cost Unrealized
IGOV iShares International Treasury Bond 0.0%
Value ($000) $1,393 Shares 14 Est. Cost $99500.00 Unrealized
Vanguard Total Bond Market Index 0.0%
Value ($000) $1,386 Shares 113 Est. Cost $12265.49 Unrealized
WIP SPDR Citi International Government Inflation-Protected Bond ETF 0.0%
Value ($000) $1,372 Shares 25 Est. Cost $54880.00 Unrealized
CALL SPDR S&P 500 ETF TR $225 EXP 01/20/17 SPY 170120C00225000 0.0%
Value ($000) $1,362 Shares 12 Est. Cost Unrealized
SCZ iShares MSCI EAFE Small-Cap ETF 0.0%
Value ($000) $1,351 Shares 28 Est. Cost $48250.00 Unrealized
ILF iShares Latin America 40 ETF 0.0%
Value ($000) $1,314 Shares 50 Est. Cost $29800.00 Unrealized
SPX FLOW Inc 0.0%
Value ($000) $1,303 Shares 50 Est. Cost $34420.00 Unrealized
TV Grupo Televisa Sa De Cv Sponsored Adr Repstg 2 Ord Partn Certs 0.0%
Value ($000) $1,302 Shares 50 Est. Cost $38820.00 Unrealized
IAT iShares US Regional Banks ETF 0.0%
Value ($000) $1,297 Shares 40 Est. Cost $36600.00 Unrealized
VWDRY Vestas Wind Systems A/S 0.0%
Value ($000) $1,238 Shares 55 Est. Cost $16618.18 Unrealized
Ishares Msci Frontier 100 Fund 0.0%
Value ($000) $1,224 Shares 50 Est. Cost $29260.00 Unrealized
SJM Smucker J M Company 0.0%
Value ($000) $1,219 Shares 8 Est. Cost $84.30 Unrealized +17.6%
TRMB Trimble Navigation Ltd 0.0%
Value ($000) $1,218 Shares 50 Est. Cost $24.44 Unrealized +2.4%
CHH Choice Hotels International Inc 0.0%
Value ($000) $1,190 Shares 25 Est. Cost $52.59 Unrealized -16.0%
PUT ISHR MSCI EAFE $52 EXP 09/16/16 EFA 160916P00052000 0.0%
Value ($000) $1,172 Shares 16 Est. Cost Unrealized
PWR Quanta Services Inc 0.0%
Value ($000) $1,156 Shares 50 Est. Cost $28.68 Unrealized -20.9%
Vanguard REIT Index 0.0%
Value ($000) $1,091 Shares 53 Est. Cost $19283.02 Unrealized
Sequenom Inc 0.0%
Value ($000) $1,027 Shares 1,125 Est. Cost $3040.00 Unrealized
CC Chemours Co 0.0%
Value ($000) $791 Shares 96 Est. Cost $7.40 Unrealized -12.4%
SPX Corp 0.0%
Value ($000) $742 Shares 50 Est. Cost $72380.00 Unrealized
Forestar Group Inc 0.0%
Value ($000) $594 Shares 50 Est. Cost $13160.00 Unrealized
General Motors Co 0.0%
Value ($000) $523 Shares 50 Est. Cost $15943.40 Unrealized
AMD Advanced Micro Devices Inc 0.0%
Value ($000) $514 Shares 100 Est. Cost $2.42 Unrealized +60.5%
iShares Russell 2000 Growth ETF 0.0%
Value ($000) $514 Shares 32 Est. Cost $16312.50 Unrealized
TGB Taseko Mines Ltd 0.0%
Value ($000) $490 Shares 1,000 Est. Cost $0.71 Unrealized -25.0%
SCHE Schwab Emerging Markets Equity ETF 0.0%
Value ($000) $468 Shares 22 Est. Cost $21272.73 Unrealized
Bombardier Inc 0.0%
Value ($000) $341 Shares 200 Est. Cost $1855.00 Unrealized
Put 100 Ishares Tr Msci Eafe Etf Exp [email protected] Option Root= Efa 0.0%
Value ($000) $324 Shares 6 Est. Cost Unrealized
PowerShares QQQ ETF Call Opt 12/16 120.0 0.0%
Value ($000) $260 Shares 5 Est. Cost Unrealized
Entergy Arkansas Inc 0.0%
Value ($000) $202 Shares 2 Est. Cost $98500.00 Unrealized
FOSYF Forsys Metals Corp 0.0%
Value ($000) $169 Shares 4,000 Est. Cost $0.17 Unrealized -71.2%
Motors Liquidation Co GUC Trust 0.0%
Value ($000) $156 Shares 14 Est. Cost $19214.28 Unrealized
Westport Fuel Systems Inc 0.0%
Value ($000) $125 Shares 75 Est. Cost $4733.33 Unrealized
Progress Energy, Inc. 0.0%
Value ($000) $78 Shares 225 Est. Cost $346.67 Unrealized
TEVA Teva Pharmaceutical Industries Limited Adr 0.0%
Value ($000) $50 Shares 1 Est. Cost $59000.00 Unrealized
Kinder Morgan Inc Del Wt Exp 052517 0.0%
Value ($000) $47 Shares 2,893 Est. Cost $2699.88 Unrealized
NOK Nokia Oyj 0.0%
Value ($000) $45 Shares 8 Est. Cost $5875.00 Unrealized
TGLO Theglobe.com Inc 0.0%
Value ($000) $45 Shares 50,000 Est. Cost $0.00 Unrealized -26.5%
PHG Koninklijke Philips NV 0.0%
Value ($000) $24 Shares 1 Est. Cost $25459.58 Unrealized
MFS High Income Municipal Trust 0.0%
Value ($000) $18 Shares 3 Est. Cost $5666.67 Unrealized
Frontier Communications Corp 0.0%
Value ($000) $9 Shares 2 Est. Cost $4748.93 Unrealized
Medgold Resources Corp 0.0%
Value ($000) $1 Shares 16 Est. Cost Unrealized
FairPoint Communications Inc/Old 0.0%
Value ($000) $0 Shares 3 Est. Cost Unrealized
Precision Technologies 0.0%
Value ($000) $0 Shares 25 Est. Cost Unrealized
Nortel Networks Corporation 0.0%
Value ($000) $0 Shares 10 Est. Cost Unrealized
Amr Corp Com Escrow Cusip 0.0%
Value ($000) $0 Shares 1,000 Est. Cost Unrealized
Idearc Inc/Old 0.0%
Value ($000) $0 Shares 6 Est. Cost Unrealized