Patten Group, Inc. Diversified Active

CIK: 0001633207 · Show all filings

Period: Q3 2016 (← Previous) (Next →)

Filing Date: Nov 15, 2016

Total Value ($000): $213,054,278 (98.6% shares, 1.4% debt)

Holdings (644)

KO Coca Cola Company 4.7%
Value ($000) $10,083,474 Shares 241,396 Est. Cost $30.05 Unrealized +8.3%
KMB Kimberly Clark Corp 4.3%
Value ($000) $9,064,293 Shares 74,513 Est. Cost $76.09 Unrealized +22.9%
V Visa Inc Cl A Common Stock 3.0%
Value ($000) $6,325,648 Shares 77,173 Est. Cost $59.86 Unrealized +25.3%
AAPL Apple Inc 2.2%
Value ($000) $4,787,358 Shares 40,900 Est. Cost $24.12 Unrealized +0.4%
WY Weyerhaeuser Co 1.9%
Value ($000) $4,062,281 Shares 130,049 Est. Cost $21.99 Unrealized -0.3%
XOM Exxon Mobil Corp 1.8%
Value ($000) $3,731,704 Shares 43,067 Est. Cost $57.92 Unrealized +1.1%
SPY SPDR S&P 500 ETF 1.7%
Value ($000) $3,695,692 Shares 17,335 Est. Cost $26996.48 Unrealized
IWF iShares Russell 1000 Growth ETF 1.7%
Value ($000) $3,650,202 Shares 35,645 Est. Cost $48463.61 Unrealized
AIG American International Group Inc 1.7%
Value ($000) $3,611,558 Shares 60,369 Est. Cost $41.13 Unrealized +9.6%
Walgreen Boots Alliance Inc Com 1.6%
Value ($000) $3,474,370 Shares 44,427 Est. Cost $76.18 Unrealized
JNJ Johnson & Johnson 1.5%
Value ($000) $3,110,214 Shares 26,303 Est. Cost $78.41 Unrealized +19.3%
United Technologies Corp 1.4%
Value ($000) $3,082,750 Shares 30,959 Est. Cost $114.99 Unrealized
FRCB First Republic Bank 1.4%
Value ($000) $3,061,958 Shares 40,875 Est. Cost $47.29 Unrealized +48.7%
MSFT Microsoft Corp 1.4%
Value ($000) $2,944,924 Shares 51,686 Est. Cost $41.97 Unrealized +19.8%
INTC Intel Corp 1.4%
Value ($000) $2,944,742 Shares 79,568 Est. Cost $26.73 Unrealized +7.1%
MMM 3Mcompany 1.3%
Value ($000) $2,855,121 Shares 16,801 Est. Cost $89.72 Unrealized +21.7%
CSCO Cisco Systems Inc 1.2%
Value ($000) $2,576,642 Shares 85,309 Est. Cost $18.96 Unrealized +21.7%
TSCO Tractor Supply Co 1.2%
Value ($000) $2,493,538 Shares 36,890 Est. Cost $12.35 Unrealized +16.5%
CB Chubb Ltd Com 1.1%
Value ($000) $2,415,520 Shares 19,300 Est. Cost $97.90 Unrealized +9.5%
PEP PepsiCo Inc 1.1%
Value ($000) $2,297,186 Shares 21,678 Est. Cost $68.61 Unrealized +18.2%
JPM JPMorgan Chase & Co 1.1%
Value ($000) $2,256,133 Shares 33,272 Est. Cost $44.71 Unrealized +13.7%
PowerShares Build America Bond ETF 1.0%
Value ($000) $2,149,809 Shares 69,415 Est. Cost $5226.71 Unrealized
IJH Ishares Core S&P Mid Cap Etf 1.0%
Value ($000) $2,112,778 Shares 13,925 Est. Cost $5066.74 Unrealized
Other 1.0%
Value ($000) $2,101,283 Shares 2,101,283 Est. Cost $1000.00 Unrealized
CVX Chevron Corporation 1.0%
Value ($000) $2,039,045 Shares 20,195 Est. Cost $69.47 Unrealized -1.4%
T AT&T Inc 1.0%
Value ($000) $2,037,018 Shares 51,753 Est. Cost $11.81 Unrealized +38.0%
UPS United Parcel Svc Inc Cl B 1.0%
Value ($000) $2,032,889 Shares 18,756 Est. Cost $68.26 Unrealized +13.2%
VEU Vanguard Intl Equity Ind Fd Ftse All World Ex Us Fd Etf 0.9%
Value ($000) $2,002,264 Shares 45,047 Est. Cost $14035.46 Unrealized
MRK Merck & Co Inc 0.9%
Value ($000) $1,926,626 Shares 30,893 Est. Cost $39.84 Unrealized +9.8%
NVS Novartis Ag 0.9%
Value ($000) $1,911,737 Shares 24,933 Est. Cost $3909.60 Unrealized
Celgene Corp 0.9%
Value ($000) $1,861,388 Shares 18,522 Est. Cost $113129.91 Unrealized
UNM Unum Group 0.9%
Value ($000) $1,824,174 Shares 50,374 Est. Cost $30.34 Unrealized +11.5%
ECL Ecolab Inc 0.8%
Value ($000) $1,785,696 Shares 15,257 Est. Cost $101.18 Unrealized +7.7%
CL Colgate Palmolive Company 0.8%
Value ($000) $1,751,025 Shares 24,247 Est. Cost $52.19 Unrealized +13.8%
BRK/B Berkshire Hathaway Inc Del Cl B 0.8%
Value ($000) $1,722,317 Shares 11,995 Est. Cost $144.37 Unrealized +1.3%
XYL Xylem Inc 0.8%
Value ($000) $1,675,563 Shares 33,688 Est. Cost $32.03 Unrealized +36.6%
VMC Vulcan Materials Co 0.7%
Value ($000) $1,580,128 Shares 14,545 Est. Cost $57.96 Unrealized +87.5%
SunTrust Banks Inc 0.7%
Value ($000) $1,538,396 Shares 34,195 Est. Cost $41.92 Unrealized
SLB Schlumberger Ltd 0.7%
Value ($000) $1,490,788 Shares 18,292 Est. Cost $60.65 Unrealized +0.0%
General Electric Company Com 0.7%
Value ($000) $1,485,856 Shares 51,598 Est. Cost $5969.08 Unrealized
Apache Corp 0.7%
Value ($000) $1,471,862 Shares 23,660 Est. Cost $21237.32 Unrealized
HON Honeywell Intl Inc 0.7%
Value ($000) $1,468,381 Shares 13,578 Est. Cost $70.86 Unrealized +21.4%
MDT Medtronic Plc Com 0.7%
Value ($000) $1,392,945 Shares 16,697 Est. Cost $58.17 Unrealized +18.3%
Anadarko Petroleum Corp 0.6%
Value ($000) $1,377,290 Shares 21,504 Est. Cost $3892.07 Unrealized
PG Procter & Gamble Co 0.6%
Value ($000) $1,349,294 Shares 15,266 Est. Cost $62.16 Unrealized +8.6%
Pinnacle Financial Partners Inc 0.6%
Value ($000) $1,344,403 Shares 24,937 Est. Cost $49971.43 Unrealized
CNI Canadian National Railway Co 0.6%
Value ($000) $1,339,868 Shares 20,185 Est. Cost $55.92 Unrealized -4.9%
DBEF Deutsche X Trackers Msci Eafe Hedged Equity Etf 0.6%
Value ($000) $1,336,770 Shares 50,641 Est. Cost $16438.90 Unrealized
HST Host Hotels & Resorts Inc 0.6%
Value ($000) $1,316,240 Shares 84,846 Est. Cost $11.14 Unrealized +6.2%
OXY Occidental Pete Corp 0.6%
Value ($000) $1,274,127 Shares 17,235 Est. Cost $58.96 Unrealized -2.7%
NKE Nike Inc Class B Com 0.6%
Value ($000) $1,197,223 Shares 22,972 Est. Cost $49.07 Unrealized +1.9%
BUD Anheuser-Busch InBev SA/NV 0.6%
Value ($000) $1,185,359 Shares 9,310 Est. Cost $112.33 Unrealized
BA Boeing Co 0.6%
Value ($000) $1,183,372 Shares 8,874 Est. Cost $110.65 Unrealized +9.2%
NEE NextEra Energy Inc 0.6%
Value ($000) $1,176,334 Shares 9,480 Est. Cost $18.89 Unrealized +31.4%
SBUX Starbucks Corp 0.5%
Value ($000) $1,168,048 Shares 22,041 Est. Cost $43.88 Unrealized +4.5%
Praxair Inc 0.5%
Value ($000) $1,125,307 Shares 9,603 Est. Cost $5516.34 Unrealized
MDU MDU Resources Group Inc 0.5%
Value ($000) $1,089,170 Shares 43,591 Est. Cost $6.87 Unrealized +0.7%
WestRock Co 0.5%
Value ($000) $1,035,364 Shares 22,896 Est. Cost $49181.46 Unrealized
NSC Norfolk Southern Corp 0.5%
Value ($000) $1,030,441 Shares 10,933 Est. Cost $81.59 Unrealized -7.9%
Dowchemical Company 0.5%
Value ($000) $1,027,430 Shares 19,399 Est. Cost $1854.93 Unrealized
CWB SPDR Barclays Convertible Secs ETF 0.5%
Value ($000) $1,007,231 Shares 22,098 Est. Cost $1082.57 Unrealized
EFA iShares MSCI EAFE ETF 0.5%
Value ($000) $1,003,860 Shares 17,413 Est. Cost $8529.28 Unrealized
Nordstrom Inc 0.5%
Value ($000) $968,373 Shares 17,928 Est. Cost $5039.11 Unrealized
WMB Williams Companies Inc 0.4%
Value ($000) $917,620 Shares 31,339 Est. Cost $18.31 Unrealized -11.4%
VO Vanguard Index Funds Vanguard Mid-Cap Etf 0.4%
Value ($000) $881,450 Shares 6,991 Est. Cost $19387.00 Unrealized
MAR Marriott International Inc 0.4%
Value ($000) $872,424 Shares 12,991 Est. Cost $66.18 Unrealized -2.3%
NEM Newmont Mining Corp 0.4%
Value ($000) $867,030 Shares 24,945 Est. Cost $17.55 Unrealized +85.7%
GOOG Alphabet Inc Class C Capital Stock 0.4%
Value ($000) $821,394 Shares 1,054 Est. Cost $35.61 Unrealized +5.8%
RHHBY Roche Holding Ltd Sponsored Adr Repstg Ord 0.4%
Value ($000) $819,488 Shares 27,598 Est. Cost $35056.71 Unrealized
Powershares QQQ Trust Series 1 0.4%
Value ($000) $809,148 Shares 6,909 Est. Cost $12710.30 Unrealized
IEF iShares 7-10 Year Treasury Bond 0.4%
Value ($000) $785,151 Shares 7,105 Est. Cost $24657.24 Unrealized
TJX Tjxcompanies Inc New 0.4%
Value ($000) $769,547 Shares 10,305 Est. Cost $28.20 Unrealized +21.6%
ETN Eaton Corp PLC 0.4%
Value ($000) $749,839 Shares 11,854 Est. Cost $50.73 Unrealized +4.3%
VZ Verizon Communications Inc 0.3%
Value ($000) $741,312 Shares 14,740 Est. Cost $27.65 Unrealized +19.0%
EMR Emerson Electric Co 0.3%
Value ($000) $738,701 Shares 14,715 Est. Cost $41.17 Unrealized +2.7%
GLW Corning Inc 0.3%
Value ($000) $713,416 Shares 30,684 Est. Cost $15.37 Unrealized +13.0%
NVDA NVIDIA Corp 0.3%
Value ($000) $708,159 Shares 10,804 Est. Cost $0.72 Unrealized +102.6%
D Dominion Resources Inc Va New 0.3%
Value ($000) $706,662 Shares 9,665 Est. Cost $45.19 Unrealized +12.0%
Halyard Health Inc 0.3%
Value ($000) $665,025 Shares 19,422 Est. Cost $6008.67 Unrealized
IWV iShares Russell 3000 ETF 0.3%
Value ($000) $663,494 Shares 5,265 Est. Cost $119559.55 Unrealized
IVV iShares Core S&P 500 ETF 0.3%
Value ($000) $643,519 Shares 3,000 Est. Cost $16348.93 Unrealized
RF Regions Financial Corp 0.3%
Value ($000) $641,166 Shares 63,879 Est. Cost $6.80 Unrealized -2.1%
IXN iShares Global Tech ETF 0.3%
Value ($000) $626,912 Shares 5,750 Est. Cost $36736.61 Unrealized
EL Estee Lauder Companies Inc Cl A 0.3%
Value ($000) $620,657 Shares 7,040 Est. Cost $64.35 Unrealized +25.7%
VNQ Vanguard REIT ETF 0.3%
Value ($000) $614,077 Shares 7,370 Est. Cost $31633.56 Unrealized
GOOGL Alphabet Inc Class A Common Stock 0.3%
Value ($000) $613,339 Shares 762 Est. Cost $36.73 Unrealized +5.7%
AMAT Applied Materials Inc 0.3%
Value ($000) $589,690 Shares 21,087 Est. Cost $17.92 Unrealized +40.2%
IDXX IDEXX Laboratories Inc 0.3%
Value ($000) $564,993 Shares 5,100 Est. Cost $69.67 Unrealized +51.3%
DG Dollar General Corp 0.3%
Value ($000) $561,571 Shares 8,104 Est. Cost $68.60 Unrealized +9.4%
AGG iShares Core U S Aggregate Bd ETF 0.3%
Value ($000) $557,987 Shares 5,002 Est. Cost $31646.55 Unrealized
DON WisdomTree MidCap Dividend ETF 0.3%
Value ($000) $548,484 Shares 6,193 Est. Cost $12271.00 Unrealized
Tiffany & Co 0.3%
Value ($000) $544,793 Shares 7,475 Est. Cost $1582.71 Unrealized
GLD SPDR Gold Shares ETF 0.2%
Value ($000) $531,143 Shares 4,427 Est. Cost $9725.63 Unrealized
MUNI PIMCO Intermediate Municipal Bd Actv ETF 0.2%
Value ($000) $529,912 Shares 9,750 Est. Cost $53.63 Unrealized
GIS General Mills Inc 0.2%
Value ($000) $525,986 Shares 8,458 Est. Cost $35.24 Unrealized +41.9%
Macquarie Infrastructure Corp 0.2%
Value ($000) $521,328 Shares 6,315 Est. Cost $71.08 Unrealized
EWC iShares MSCI Canada ETF 0.2%
Value ($000) $520,705 Shares 20,540 Est. Cost $28.86 Unrealized
JH Financial Opportunities 0.2%
Value ($000) $519,532 Shares 19,165 Est. Cost $23.57 Unrealized
CVS Cvshealth Corporation 0.2%
Value ($000) $515,227 Shares 5,861 Est. Cost $72.42 Unrealized -2.1%
DIS Walt Disney Co 0.2%
Value ($000) $514,618 Shares 5,639 Est. Cost $81.82 Unrealized +8.6%
TPH TRI Pointe Group Inc 0.2%
Value ($000) $490,760 Shares 39,074 Est. Cost $14.17 Unrealized -6.7%
LOW Lowes Companies Inc 0.2%
Value ($000) $486,571 Shares 6,840 Est. Cost $54.37 Unrealized +20.3%
ASH Ashland Global Holdings Inc 0.2%
Value ($000) $462,424 Shares 4,050 Est. Cost $49.37 Unrealized 0.0%
NGVT Ingevity Corp Com 0.2%
Value ($000) $458,310 Shares 10,770 Est. Cost $34.90 Unrealized +21.0%
SNY Sanofi 0.2%
Value ($000) $441,698 Shares 11,695 Est. Cost $7363.01 Unrealized
United States Treas Nts Tips 0.25%25 0.2%
Value ($000) $436,482 Shares 425,000 Est. Cost $961.84 Unrealized
GD General Dynamics Corp 0.2%
Value ($000) $434,027 Shares 2,875 Est. Cost $107.02 Unrealized +13.6%
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF 0.2%
Value ($000) $430,470 Shares 3,524 Est. Cost $119.42 Unrealized
EFG iShares MSCI EAFE Growth 0.2%
Value ($000) $426,980 Shares 6,454 Est. Cost $66967.31 Unrealized
IWM iShares Russell 2000 ETF 0.2%
Value ($000) $425,009 Shares 3,512 Est. Cost $112605.41 Unrealized
KHC Kraft Heinz Company (The) Common Stock 0.2%
Value ($000) $424,325 Shares 4,874 Est. Cost $49.78 Unrealized +16.6%
VCSH Vanguard Short Term Corporate Bond Etf 0.2%
Value ($000) $422,542 Shares 5,259 Est. Cost $79.53 Unrealized
NOC Northrop Grumman Corp 0.2%
Value ($000) $414,903 Shares 1,900 Est. Cost $114.24 Unrealized +63.0%
PM Philip Morris International Inc 0.2%
Value ($000) $402,885 Shares 4,188 Est. Cost $55.44 Unrealized +12.3%
HDV Ishares Core High Dividend Etf 0.2%
Value ($000) $402,154 Shares 5,030 Est. Cost $76.57 Unrealized
IGM iShares North American Tech ETF 0.2%
Value ($000) $401,716 Shares 3,294 Est. Cost $101.87 Unrealized
ADSK Autodesk Inc 0.2%
Value ($000) $400,814 Shares 5,762 Est. Cost $60.76 Unrealized +3.7%
ATO Atmos Energy Corp 0.2%
Value ($000) $390,555 Shares 5,500 Est. Cost $40.22 Unrealized +53.1%
MO Altria Group Inc 0.2%
Value ($000) $389,376 Shares 6,211 Est. Cost $29.83 Unrealized +16.5%
DAL Delta Air Lines Inc 0.2%
Value ($000) $386,196 Shares 9,677 Est. Cost $33.82 Unrealized -0.1%
IGIB iShares Intermediate Credit ETF 0.2%
Value ($000) $377,112 Shares 3,405 Est. Cost $109.40 Unrealized
HD Home Depot Inc 0.2%
Value ($000) $373,643 Shares 2,957 Est. Cost $76.35 Unrealized +39.3%
IBM International Business Machines Corp 0.2%
Value ($000) $370,126 Shares 2,407 Est. Cost $100.60 Unrealized +1.2%
XLV Select Sector Spdr Trust The Health Care Select Sector Spdr Fund 0.2%
Value ($000) $368,290 Shares 5,255 Est. Cost $2020.83 Unrealized
HEDJ Wisdomtree Europe Hedged Equity ETF 0.2%
Value ($000) $364,660 Shares 6,831 Est. Cost $10891.25 Unrealized
VTI Vanguard Index Funds Vanguard Total Stock Market Etf 0.2%
Value ($000) $363,334 Shares 3,321 Est. Cost $106291.41 Unrealized
SCHP Schwab US TIPS ETF 0.2%
Value ($000) $361,471 Shares 6,393 Est. Cost $54028.57 Unrealized
E Idu Pont De Nemours & Co 0.2%
Value ($000) $360,949 Shares 5,291 Est. Cost $33780.81 Unrealized
BDX Becton Dickinson & Co 0.2%
Value ($000) $358,341 Shares 2,070 Est. Cost $120.17 Unrealized +23.6%
DOV Dover Corporation 0.2%
Value ($000) $345,399 Shares 5,182 Est. Cost $50.83 Unrealized -2.6%
META Facebook Inc Cl A 0.2%
Value ($000) $345,206 Shares 2,698 Est. Cost $97.12 Unrealized +26.9%
XRAY Dentsply Sirona Inc Com 0.2%
Value ($000) $337,184 Shares 5,832 Est. Cost $58.93 Unrealized +4.3%
PSX Phillips 66 Com 0.2%
Value ($000) $326,777 Shares 4,128 Est. Cost $54.17 Unrealized +0.5%
COP Conocophillips 0.2%
Value ($000) $320,426 Shares 7,557 Est. Cost $40.60 Unrealized -23.3%
DUK Duke Energy Corporation Holding Company 0.1%
Value ($000) $319,469 Shares 4,116 Est. Cost $50.95 Unrealized +10.7%
MUB iShares National Muni Bond 0.1%
Value ($000) $316,558 Shares 2,837 Est. Cost $12390.27 Unrealized
DVY iShares Select Dividend ETF 0.1%
Value ($000) $310,872 Shares 3,706 Est. Cost $79.33 Unrealized
IJR iShares Core S&P Small Cap ETF 0.1%
Value ($000) $307,933 Shares 2,540 Est. Cost $114.29 Unrealized
AMGN Amgen Inc 0.1%
Value ($000) $306,969 Shares 1,869 Est. Cost $122.50 Unrealized +4.3%
ILMN Illumina Inc 0.1%
Value ($000) $302,058 Shares 2,205 Est. Cost $142.89 Unrealized +12.0%
WMT Wal-Mart Stores Inc 0.1%
Value ($000) $298,894 Shares 4,382 Est. Cost $17.42 Unrealized +18.3%
Williams Partners Lp 0.1%
Value ($000) $291,789 Shares 8,010 Est. Cost $36428.09 Unrealized
IBB iShares Nasdaq Biotechnology ETF 0.1%
Value ($000) $289,689 Shares 1,069 Est. Cost $24794.65 Unrealized
WWW Wolverine World Wide Inc 0.1%
Value ($000) $286,139 Shares 12,725 Est. Cost $15.58 Unrealized +25.1%
BlackRock Core Bond 0.1%
Value ($000) $282,625 Shares 20,671 Est. Cost $12669.99 Unrealized
DNP Select Income 0.1%
Value ($000) $278,810 Shares 27,442 Est. Cost $10159.97 Unrealized
Nuveen S&P 500 Buy-Write Income 0.1%
Value ($000) $278,063 Shares 21,944 Est. Cost $4693.17 Unrealized
PRGO Perrigo Company Plc 0.1%
Value ($000) $277,996 Shares 3,162 Est. Cost $151.87 Unrealized -39.3%
MCD Mcdonalds Corp 0.1%
Value ($000) $271,860 Shares 2,358 Est. Cost $71.06 Unrealized +33.0%
Laboratory Corp Amer Hldgs 0.1%
Value ($000) $269,525 Shares 1,976 Est. Cost $117044.56 Unrealized
IP International Paper Co 0.1%
Value ($000) $268,690 Shares 5,858 Est. Cost $27.36 Unrealized +7.9%
Hilton Worldwide Holdings Inc 0.1%
Value ($000) $268,252 Shares 11,802 Est. Cost $1581.88 Unrealized
BMY Bristol Myers Squibb Co 0.1%
Value ($000) $266,241 Shares 5,308 Est. Cost $39.68 Unrealized +16.3%
BB&T Corp 0.1%
Value ($000) $261,090 Shares 6,862 Est. Cost $5713.49 Unrealized
RSG Republic Services Inc 0.1%
Value ($000) $259,620 Shares 5,230 Est. Cost $32.00 Unrealized +37.0%
Southwestern Energy Co 0.1%
Value ($000) $258,731 Shares 18,985 Est. Cost $2981.18 Unrealized
IGSB iShares 1-3 Year Credit Bond ETF 0.1%
Value ($000) $253,882 Shares 2,405 Est. Cost $105.23 Unrealized
AWK American Wtr Wks Co Inc 0.1%
Value ($000) $248,966 Shares 3,475 Est. Cost $43.91 Unrealized +48.8%
AXP American Express Company 0.1%
Value ($000) $248,684 Shares 4,105 Est. Cost $76.41 Unrealized -26.3%
SRE Sempra Energy 0.1%
Value ($000) $248,147 Shares 2,375 Est. Cost $38.47 Unrealized +4.9%
BMO Bank Montreal Que Com 0.1%
Value ($000) $242,079 Shares 3,783 Est. Cost $39.90 Unrealized +11.7%
KMI Kinder Morgan Inc 0.1%
Value ($000) $236,401 Shares 11,494 Est. Cost $16.66 Unrealized -21.6%
CMI Cummins Inc 0.1%
Value ($000) $232,237 Shares 1,825 Est. Cost $100.42 Unrealized -5.7%
XLE Select Sector Spdr Trust Shs Ben Int Energy 0.1%
Value ($000) $225,303 Shares 3,207 Est. Cost $9955.37 Unrealized
Bombardier Inc 0.1%
Value ($000) $223,611 Shares 168,920 Est. Cost $1682.64 Unrealized
MDLZ Mondelez International Inc Com 0.1%
Value ($000) $222,712 Shares 5,317 Est. Cost $32.81 Unrealized +7.3%
UNP Union Pacific Corp 0.1%
Value ($000) $221,341 Shares 2,288 Est. Cost $88.15 Unrealized -13.8%
SYF Synchrony Financial Com 0.1%
Value ($000) $218,201 Shares 8,270 Est. Cost $22.84 Unrealized -3.8%
QCOM QUALCOMM Inc 0.1%
Value ($000) $216,671 Shares 3,296 Est. Cost $49.37 Unrealized -5.0%
COST Costco Wholesale Corp-New 0.1%
Value ($000) $214,814 Shares 1,430 Est. Cost $109.42 Unrealized +25.2%
ISHXF Ishares Canadn Govt Bd Idx Etf Unit 0.1%
Value ($000) $205,679 Shares 12,115 Est. Cost $17736.09 Unrealized
UAA Under Armour Inc Cl A 0.1%
Value ($000) $200,221 Shares 5,225 Est. Cost $34.21 Unrealized +18.1%
VTV Vanguard Value ETF 0.1%
Value ($000) $198,865 Shares 2,317 Est. Cost $82292.41 Unrealized
ABBV AbbVie Inc 0.1%
Value ($000) $198,754 Shares 3,250 Est. Cost $41.34 Unrealized +6.2%
ACN Accenture Plc Ireland Shs Cl A 0.1%
Value ($000) $196,001 Shares 1,660 Est. Cost $90.41 Unrealized +8.6%
PFE Pfizer Inc 0.1%
Value ($000) $194,246 Shares 5,929 Est. Cost $20.35 Unrealized +9.4%
PowerShares S&P Em Mkts Low Volatil ETF 0.1%
Value ($000) $189,898 Shares 8,651 Est. Cost $4235.31 Unrealized
GM General Motors Co 0.1%
Value ($000) $183,175 Shares 5,810 Est. Cost $25.28 Unrealized +2.3%
IJK iShares S&P Mid-Cap 400 Growth ETF 0.1%
Value ($000) $181,235 Shares 1,059 Est. Cost $170044.81 Unrealized
Spectra Energy Corp 0.1%
Value ($000) $180,114 Shares 4,242 Est. Cost $36.32 Unrealized
BAC Bank of America Corp 0.1%
Value ($000) $178,756 Shares 11,225 Est. Cost $12.32 Unrealized -2.1%
Commerce Union Bancshares Inc 0.1%
Value ($000) $177,096 Shares 9,013 Est. Cost $14561.25 Unrealized
IYT iShares Transportation Average ETF 0.1%
Value ($000) $176,691 Shares 1,220 Est. Cost $142636.22 Unrealized
Atlantic Capital Bancshares Inc 0.1%
Value ($000) $175,674 Shares 11,783 Est. Cost $14980.31 Unrealized
UA Under Armour Inc 0.1%
Value ($000) $175,362 Shares 5,228 Est. Cost $37.40 Unrealized -3.5%
PCH Potlatch Corp 0.1%
Value ($000) $172,563 Shares 4,450 Est. Cost $1646.23 Unrealized
F Ford Motor Co 0.1%
Value ($000) $165,591 Shares 13,901 Est. Cost $8.20 Unrealized -6.3%
IYW Ishares U S Technology Etf 0.1%
Value ($000) $164,750 Shares 1,400 Est. Cost $104669.70 Unrealized
EPD Enterprise Products Partners LP 0.1%
Value ($000) $163,268 Shares 6,006 Est. Cost $36.03 Unrealized
PYPL Paypal Holdings Inc Com 0.1%
Value ($000) $159,029 Shares 4,046 Est. Cost $36.12 Unrealized +6.2%
CHD Church & Dwight Co Inc 0.1%
Value ($000) $158,721 Shares 3,320 Est. Cost $39.93 Unrealized +9.4%
United States Treas Nts 0.1%
Value ($000) $158,350 Shares 160,000 Est. Cost $989.69 Unrealized
BIIB Biogen Inc 0.1%
Value ($000) $157,433 Shares 535 Est. Cost $323.51 Unrealized -8.4%
VIG Vanguard Specialized Funds Vanguard Dividend Appreciation Etf 0.1%
Value ($000) $156,631 Shares 1,902 Est. Cost $78587.28 Unrealized
HAIN Hain Celestial Group Inc 0.1%
Value ($000) $153,268 Shares 4,320 Est. Cost $46.18 Unrealized -5.1%
XLI Select Sector Spdr Trust The Industrial Select Sector Spdr Fund 0.1%
Value ($000) $151,455 Shares 2,652 Est. Cost $54059.86 Unrealized
XLK Select Sector Spdr Trust The Technology Select Sector Spdr Fund 0.1%
Value ($000) $151,214 Shares 3,201 Est. Cost $41504.47 Unrealized
MWA Mueller Water Products, Inc. 0.1%
Value ($000) $149,098 Shares 12,060 Est. Cost $9.12 Unrealized +12.5%
Guggenheim S&P 500 Equal Weight ETF 0.1%
Value ($000) $148,920 Shares 1,819 Est. Cost $80314.06 Unrealized
SYK Stryker Corp 0.1%
Value ($000) $148,551 Shares 1,307 Est. Cost $83.78 Unrealized +25.2%
Momenta Pharmaceuticals Inc 0.1%
Value ($000) $147,960 Shares 12,000 Est. Cost $12330.00 Unrealized
Magellan Midstream Partners LP 0.1%
Value ($000) $142,480 Shares 2,000 Est. Cost $82.50 Unrealized
Glaxosmithkline Plc Sponsored Adr(Frm Glaxo Well) 0.1%
Value ($000) $141,769 Shares 3,345 Est. Cost $41604.57 Unrealized
SMBK SmartFinancial Inc 0.1%
Value ($000) $140,890 Shares 8,467 Est. Cost $15.85 Unrealized -1.3%
Mobileye Nv 0.1%
Value ($000) $138,975 Shares 3,713 Est. Cost $51718.57 Unrealized
VNQI Vanguard Global Ex Us Real Estate Etf 0.1%
Value ($000) $137,944 Shares 2,595 Est. Cost $55401.14 Unrealized
VV Vanguard Large-Cap ETF 0.1%
Value ($000) $137,376 Shares 1,405 Est. Cost $94709.21 Unrealized
WABCO Holdings Inc 0.1%
Value ($000) $137,108 Shares 1,272 Est. Cost $123719.34 Unrealized
BP Bp P L C Sponsored Adr (Frm Bp Amoco Plc) 0.1%
Value ($000) $136,105 Shares 3,814 Est. Cost $35115.43 Unrealized
FLOT iShares Floating Rate Bond 0.1%
Value ($000) $135,876 Shares 2,680 Est. Cost $50639.17 Unrealized
UNH UnitedHealth Group Inc 0.1%
Value ($000) $134,417 Shares 1,000 Est. Cost $99.59 Unrealized +21.0%
MAA Mid-America Apartment Communities Inc 0.1%
Value ($000) $133,335 Shares 1,500 Est. Cost $52.27 Unrealized +38.0%
TSLA Tesla Motors Inc 0.1%
Value ($000) $131,052 Shares 654 Est. Cost $15.18 Unrealized -4.9%
SO Southern Co 0.1%
Value ($000) $130,250 Shares 2,566 Est. Cost $27.79 Unrealized +28.1%
IUSG Ishares Core U S Growth Etf 0.1%
Value ($000) $120,991 Shares 2,898 Est. Cost $50768.37 Unrealized
BSV Vanguard Short Term Bond Etf 0.1%
Value ($000) $120,735 Shares 1,500 Est. Cost $80189.51 Unrealized
LLY Elililly & Co 0.1%
Value ($000) $120,000 Shares 1,500 Est. Cost $61.10 Unrealized +12.2%
XLF Select Sector Spdr Trust The Financial Select Sector Spdr Fund 0.1%
Value ($000) $119,903 Shares 6,187 Est. Cost $24379.97 Unrealized
TM Toyota Motor Corporation Ads 0.1%
Value ($000) $119,415 Shares 1,040 Est. Cost $131829.03 Unrealized
C Citigroup Inc Com 0.1%
Value ($000) $117,616 Shares 2,426 Est. Cost $38.56 Unrealized -11.5%
TCEHY Tencent Holdings Limited Unsponsored Adr Representing B Shares 0.1%
Value ($000) $117,044 Shares 4,355 Est. Cost $26875.78 Unrealized
LMT Lockheed Martin Corp 0.1%
Value ($000) $116,050 Shares 500 Est. Cost $144.57 Unrealized +34.8%
Synovus Financial Corp 0.1%
Value ($000) $113,379 Shares 3,570 Est. Cost $30827.91 Unrealized
CBT Cabot Corp 0.1%
Value ($000) $111,960 Shares 2,200 Est. Cost $34.52 Unrealized +14.0%
United States Treasury Inflation Indexed Bonds 0.1%
Value ($000) $111,589 Shares 100,000 Est. Cost $1115.89 Unrealized
TGT Target Corp 0.1%
Value ($000) $110,996 Shares 1,635 Est. Cost $59.06 Unrealized -8.0%
IJJ iShares S&P Mid-Cap 400 Value 0.1%
Value ($000) $110,840 Shares 850 Est. Cost $124213.65 Unrealized
BNDX Vanguard Total International Bond ETF 0.1%
Value ($000) $110,299 Shares 1,986 Est. Cost $2855.09 Unrealized
FCX Freeport Mcmoran Inc 0.1%
Value ($000) $110,090 Shares 11,250 Est. Cost $21.38 Unrealized -51.2%
DEO Diageo PLC 0.1%
Value ($000) $109,355 Shares 999 Est. Cost $115945.35 Unrealized
TIP iShares TIPS Bond ETF 0.1%
Value ($000) $109,131 Shares 945 Est. Cost $112049.71 Unrealized
Time Warner Inc 0.1%
Value ($000) $108,811 Shares 1,364 Est. Cost $86240.51 Unrealized
Canadian Pacific Railway Ltd 0.1%
Value ($000) $108,674 Shares 715 Est. Cost $192.86 Unrealized
PowerShares Dynamic Building & Const ETF 0.0%
Value ($000) $106,496 Shares 4,218 Est. Cost $24605.43 Unrealized
NSRGY Nestle Sa-Sponsored Adr Repstg Regd Ord (Sf 10 Par) 0.0%
Value ($000) $105,464 Shares 1,395 Est. Cost $72449.01 Unrealized
IEV iShares Europe ETF 0.0%
Value ($000) $103,822 Shares 2,720 Est. Cost $10487.97 Unrealized
IVW iShares S&P 500 Growth ETF 0.0%
Value ($000) $103,745 Shares 867 Est. Cost $113859.32 Unrealized
Lexmark International Inc 0.0%
Value ($000) $103,740 Shares 2,600 Est. Cost $39900.00 Unrealized
ABT Abbott Laboratories 0.0%
Value ($000) $103,105 Shares 2,516 Est. Cost $36.80 Unrealized -1.8%
DHR Danaher Corp 0.0%
Value ($000) $101,559 Shares 1,332 Est. Cost $35.10 Unrealized +91.7%
XHB SPDR S&P Homebuilders ETF 0.0%
Value ($000) $100,293 Shares 3,046 Est. Cost $36570.20 Unrealized
CAT Caterpillar Inc 0.0%
Value ($000) $99,935 Shares 1,148 Est. Cost $69.13 Unrealized -4.5%
APD Airproducts & Chemicals Inc 0.0%
Value ($000) $99,332 Shares 750 Est. Cost $104.89 Unrealized +4.8%
Alcoa Inc 0.0%
Value ($000) $98,823 Shares 3,686 Est. Cost $26810.36 Unrealized
NJR New Jersey Resources Corp 0.0%
Value ($000) $96,660 Shares 3,000 Est. Cost $21.03 Unrealized +22.9%
BlackRock Taxable Municipal Bond Trust 0.0%
Value ($000) $96,012 Shares 4,200 Est. Cost $19870.00 Unrealized
SCHG Schwab US Large-Cap Growth ETF 0.0%
Value ($000) $95,170 Shares 1,736 Est. Cost $52831.01 Unrealized
McDermott International Inc 0.0%
Value ($000) $94,662 Shares 17,990 Est. Cost $4846.44 Unrealized
Diebold Inc 0.0%
Value ($000) $94,421 Shares 4,060 Est. Cost $34.65 Unrealized
ZTS Zoetis Inc 0.0%
Value ($000) $91,836 Shares 1,800 Est. Cost $41.90 Unrealized +12.4%
USB Usbancorp Del Com 0.0%
Value ($000) $91,262 Shares 2,110 Est. Cost $29.92 Unrealized +0.2%
C.R. Bard Inc 0.0%
Value ($000) $90,239 Shares 413 Est. Cost $170699.08 Unrealized
RNST Renasant Corp 0.0%
Value ($000) $89,937 Shares 2,732 Est. Cost $32.41 Unrealized +3.5%
Ishares Gold Trust 0.0%
Value ($000) $89,155 Shares 7,350 Est. Cost $2154.83 Unrealized
California Resources Corporation Com 0.0%
Value ($000) $88,236 Shares 7,849 Est. Cost $11392.08 Unrealized
Invesco Mortgage Capital Inc 0.0%
Value ($000) $87,660 Shares 6,000 Est. Cost $14320.00 Unrealized
GILD Gilead Sciences Inc 0.0%
Value ($000) $84,736 Shares 1,160 Est. Cost $73.58 Unrealized -21.5%
EFAV iShares Edge MSCI Min Vol EAFE 0.0%
Value ($000) $84,084 Shares 1,298 Est. Cost $65087.92 Unrealized
VDE Vanguard Sector Index Fds Vanguard Energy Etf 0.0%
Value ($000) $83,423 Shares 858 Est. Cost $101572.58 Unrealized
BHB Bar Harbor Bankshares 0.0%
Value ($000) $83,262 Shares 2,273 Est. Cost $16.16 Unrealized +6.1%
VEA Vanguard FTSE Developed Markets ETF 0.0%
Value ($000) $81,465 Shares 2,235 Est. Cost $36252.60 Unrealized
SLYV SPDR S&P 600 Small Cap Value ETF 0.0%
Value ($000) $81,268 Shares 780 Est. Cost $100846.41 Unrealized
FHN First Horizon National Corp 0.0%
Value ($000) $81,113 Shares 5,386 Est. Cost $10.47 Unrealized +2.6%
Citrix Systems Inc 0.0%
Value ($000) $79,210 Shares 950 Est. Cost $70159.81 Unrealized
VWO Vanguard Ftse Emerging Markets Etf Ftse Emerging Index 0.0%
Value ($000) $77,606 Shares 2,085 Est. Cost $40.00 Unrealized
Dr Pepper Snapple Group Inc 0.0%
Value ($000) $75,994 Shares 870 Est. Cost $72900.00 Unrealized
BK Bank New York Mellon Corp 0.0%
Value ($000) $75,974 Shares 1,937 Est. Cost $32.66 Unrealized -4.2%
EPC Edgewell Personal Care 0.0%
Value ($000) $72,292 Shares 940 Est. Cost $73.69 Unrealized -0.2%
ADP Automatic Data Processing Inc 0.0%
Value ($000) $71,667 Shares 825 Est. Cost $67.60 Unrealized +9.6%
NUE Nucor Corp 0.0%
Value ($000) $71,470 Shares 1,525 Est. Cost $37.41 Unrealized +10.2%
EZU iShares MSCI Eurozone ETF 0.0%
Value ($000) $70,602 Shares 2,100 Est. Cost $638.21 Unrealized
DIA SPDR Dow Jones Industrial Average ETF Trust 0.0%
Value ($000) $70,546 Shares 390 Est. Cost $175820.00 Unrealized
GDX VanEck Vectors Gold Miners ETF 0.0%
Value ($000) $70,470 Shares 3,000 Est. Cost $23490.00 Unrealized
XLU Select Sector Spdr Trust The Utilities Select Sector Spdr Trust 0.0%
Value ($000) $69,516 Shares 1,450 Est. Cost $42271.33 Unrealized
AZN Astrazeneca Plc Each Ads Representing 1/2 Of An Ordinary Share 0.0%
Value ($000) $69,390 Shares 2,250 Est. Cost $46210.63 Unrealized
Splunk Inc 0.0%
Value ($000) $68,672 Shares 1,214 Est. Cost $58003.10 Unrealized
GVI iShares Interm Government/Credit Bd 0.0%
Value ($000) $68,469 Shares 610 Est. Cost $110666.38 Unrealized
WM Waste Management Inc Del 0.0%
Value ($000) $67,845 Shares 1,080 Est. Cost $40.91 Unrealized +34.8%
TLT Ishares 20 Plus Year Treasury Bond Etf 0.0%
Value ($000) $65,636 Shares 492 Est. Cost $119224.58 Unrealized
EEM iShares MSCI Emerging Markets ETF 0.0%
Value ($000) $65,355 Shares 1,775 Est. Cost $34249.58 Unrealized
EWG iShares MSCI Germany ETF 0.0%
Value ($000) $64,968 Shares 2,525 Est. Cost $27.41 Unrealized
ITOT iShares Core S&P Total US Stock Mkt 0.0%
Value ($000) $64,854 Shares 1,330 Est. Cost $71570.73 Unrealized
XIFR NextEra Energy Partners LP 0.0%
Value ($000) $64,130 Shares 2,425 Est. Cost $26.14 Unrealized +15.4%
BNS Bank N S Halifax Com 0.0%
Value ($000) $64,069 Shares 1,205 Est. Cost $31.00 Unrealized +4.0%
VTR Ventas Inc 0.0%
Value ($000) $63,040 Shares 945 Est. Cost $34.92 Unrealized +38.4%
Allergan plc 0.0%
Value ($000) $62,969 Shares 271 Est. Cost $303459.12 Unrealized
ORCL Oracle Corporation 0.0%
Value ($000) $62,755 Shares 1,650 Est. Cost $37.00 Unrealized -4.2%
AEP American Electric Power Co Inc 0.0%
Value ($000) $62,530 Shares 1,000 Est. Cost $37.99 Unrealized +27.1%
Raytheon Co Com 0.0%
Value ($000) $62,145 Shares 450 Est. Cost $105296.30 Unrealized
Tableau Software Inc 0.0%
Value ($000) $60,778 Shares 1,241 Est. Cost $66344.25 Unrealized
BND Vanguard Total Bond Market ETF 0.0%
Value ($000) $60,719 Shares 728 Est. Cost $81540.85 Unrealized
HD Supply Holdings Inc 0.0%
Value ($000) $60,121 Shares 1,905 Est. Cost $33074.26 Unrealized
United States Treasury Inflation Indexed Bonds 0.0%
Value ($000) $59,626 Shares 50,000 Est. Cost $1192.52 Unrealized
IYE iShares U.S. Energy ETF 0.0%
Value ($000) $59,139 Shares 1,525 Est. Cost $42379.67 Unrealized
SCHM Schwab US Mid-Cap ETF 0.0%
Value ($000) $58,933 Shares 1,381 Est. Cost $40173.57 Unrealized
PowerShares S&P 500 High Div Low VolETF 0.0%
Value ($000) $58,765 Shares 1,553 Est. Cost $37452.50 Unrealized
SDY SPDR S&P Dividend ETF 0.0%
Value ($000) $58,276 Shares 710 Est. Cost $76209.30 Unrealized
ASTE Astec Industries Inc 0.0%
Value ($000) $58,110 Shares 1,000 Est. Cost $36.44 Unrealized +44.1%
XLB Materials Select Sector SPDR Fund 0.0%
Value ($000) $56,175 Shares 1,215 Est. Cost $47826.77 Unrealized
Wpxenergy Inc 0.0%
Value ($000) $56,118 Shares 4,483 Est. Cost $12215.50 Unrealized
Buckeye Partners LP 0.0%
Value ($000) $55,968 Shares 800 Est. Cost $73930.00 Unrealized
IWN Ishares Russell 2000 Value Etf 0.0%
Value ($000) $55,791 Shares 545 Est. Cost $101235.03 Unrealized
WFC Wells Fargo & Co 0.0%
Value ($000) $55,445 Shares 1,225 Est. Cost $38.93 Unrealized -5.4%
AFL Aflac Inc 0.0%
Value ($000) $55,147 Shares 770 Est. Cost $24.64 Unrealized +18.7%
EWL iShares MSCI Switzerland Capped ETF 0.0%
Value ($000) $54,868 Shares 1,850 Est. Cost $32749.73 Unrealized
KRE SPDR S&P Regional Banking ETF 0.0%
Value ($000) $54,327 Shares 1,300 Est. Cost $43744.19 Unrealized
Pioneer Natural Resources Co 0.0%
Value ($000) $54,050 Shares 286 Est. Cost $138688.81 Unrealized
XLY Select Sector Spdr Fund Shs Ben Consumer Discretionary 0.0%
Value ($000) $53,972 Shares 683 Est. Cost $76933.39 Unrealized
United States Treas Nts Tips 0.625%24 0.0%
Value ($000) $53,785 Shares 50,000 Est. Cost $1007.38 Unrealized
MCK McKesson Corp 0.0%
Value ($000) $53,506 Shares 330 Est. Cost $193.34 Unrealized -10.5%
Guggenheim Total Return Bond ETF 0.0%
Value ($000) $52,484 Shares 1,005 Est. Cost $52222.89 Unrealized
EOG Eogres Inc 0.0%
Value ($000) $50,643 Shares 530 Est. Cost $63.74 Unrealized +2.2%
PRLB Proto Labs Inc 0.0%
Value ($000) $50,531 Shares 905 Est. Cost $70.59 Unrealized -18.5%
SLV iShares Silver Shares ETF 0.0%
Value ($000) $49,830 Shares 3,000 Est. Cost $16610.00 Unrealized
AOS A.O. Smith Corp 0.0%
Value ($000) $49,746 Shares 1,000 Est. Cost $34.48 Unrealized +15.8%
Express Scripts Holding Company 0.0%
Value ($000) $49,363 Shares 715 Est. Cost $83650.81 Unrealized
BlackRock Inc 0.0%
Value ($000) $48,907 Shares 140 Est. Cost $340778.06 Unrealized
AAL American Airlines Group Inc 0.0%
Value ($000) $48,708 Shares 1,267 Est. Cost $43.35 Unrealized -21.5%
Vectren Corp 0.0%
Value ($000) $48,400 Shares 1,000 Est. Cost $38480.00 Unrealized
LNC Lincoln National Corp 0.0%
Value ($000) $48,240 Shares 1,000 Est. Cost $31.11 Unrealized 0.0%
MKC McCormick & Co Inc/MD 0.0%
Value ($000) $47,698 Shares 505 Est. Cost $31.80 Unrealized +33.3%
VTIP Vanguard Short-Term Infl-Prot Secs ETF 0.0%
Value ($000) $47,512 Shares 958 Est. Cost $48679.81 Unrealized
SWKS Skyworks Solutions Inc 0.0%
Value ($000) $46,446 Shares 600 Est. Cost $55.55 Unrealized +3.0%
Homebancorp Inc 0.0%
Value ($000) $46,200 Shares 4,000 Est. Cost $9430.00 Unrealized
VOE Vanguard Mid-Cap Value ETF 0.0%
Value ($000) $46,162 Shares 504 Est. Cost $87678.16 Unrealized
Enbridge Energy Partners LP 0.0%
Value ($000) $45,762 Shares 1,750 Est. Cost $31879.13 Unrealized
ALL Allstate Corp 0.0%
Value ($000) $45,184 Shares 654 Est. Cost $52.54 Unrealized +6.4%
Guggenheim S&P Spin-Off ETF 0.0%
Value ($000) $44,961 Shares 1,085 Est. Cost $44.76 Unrealized
Delphi Automotive Plc Shs Us Listed 0.0%
Value ($000) $44,489 Shares 675 Est. Cost $63458.05 Unrealized
VOT Vanguard Mid-Cap Growth ETF 0.0%
Value ($000) $44,462 Shares 430 Est. Cost $100770.78 Unrealized
TEVA Teva Pharmaceutical Industries Limited Adr 0.0%
Value ($000) $44,280 Shares 1,000 Est. Cost $44294.72 Unrealized
BIV Vanguard Intermediate Term Bond Etf 0.0%
Value ($000) $43,859 Shares 505 Est. Cost $84732.60 Unrealized
IJT iShares S&P Small-Cap 600 Growth 0.0%
Value ($000) $42,634 Shares 318 Est. Cost $131173.73 Unrealized
FTV Fortive Corp Com 0.0%
Value ($000) $42,232 Shares 865 Est. Cost $30.87 Unrealized 0.0%
CAC Camden National Corp 0.0%
Value ($000) $41,164 Shares 1,386 Est. Cost $19.11 Unrealized +13.2%
Merrill Lynch Capital Trust III 0.0%
Value ($000) $39,339 Shares 1,509 Est. Cost $26149.77 Unrealized
ARIAD Pharmaceuticals Inc 0.0%
Value ($000) $39,210 Shares 3,000 Est. Cost $13070.00 Unrealized
Microsemi Corp 0.0%
Value ($000) $38,020 Shares 1,000 Est. Cost $38020.00 Unrealized
Broadcom Limited Shs 0.0%
Value ($000) $37,027 Shares 218 Est. Cost $155617.95 Unrealized
Vanguard Target 2020 0.0%
Value ($000) $36,820 Shares 1,290 Est. Cost $28542.63 Unrealized
Deutsche Bank Contingent Capital Trust V 0.0%
Value ($000) $36,802 Shares 1,493 Est. Cost $25289.35 Unrealized
NYF iShares New York Muni Bond 0.0%
Value ($000) $36,789 Shares 326 Est. Cost $109990.74 Unrealized
XLP Sector Spdr Trust Sbi Consumer Staples 0.0%
Value ($000) $36,390 Shares 695 Est. Cost $47561.51 Unrealized
Kansas City Southern 0.0%
Value ($000) $36,007 Shares 385 Est. Cost $74667.53 Unrealized
GNRC Generac Holdings Inc 0.0%
Value ($000) $35,740 Shares 1,000 Est. Cost $36.17 Unrealized 0.0%
Cardno Ltd 0.0%
Value ($000) $35,142 Shares 39,455 Est. Cost $1500.80 Unrealized
IRSHF Ishares Cor S&p Tsx Cp Cmp Etf Unit 0.0%
Value ($000) $35,061 Shares 2,000 Est. Cost $18425.00 Unrealized
Energen Corp 0.0%
Value ($000) $34,944 Shares 600 Est. Cost $68300.00 Unrealized
Agrium Inc 0.0%
Value ($000) $34,384 Shares 385 Est. Cost $105949.75 Unrealized
ISDXF Ishares Canadn Corp Bd Idx Etf Unit 0.0%
Value ($000) $34,362 Shares 2,100 Est. Cost $17263.33 Unrealized
ISDJF Ishares Cad Select Dvd Idx Etf Unit 0.0%
Value ($000) $34,109 Shares 2,000 Est. Cost $18769.50 Unrealized
PGR Progressive Corp 0.0%
Value ($000) $33,775 Shares 1,045 Est. Cost $20.09 Unrealized +22.9%
Red Hat Inc 0.0%
Value ($000) $33,127 Shares 430 Est. Cost $78868.30 Unrealized
EXC Exelon Corporation 0.0%
Value ($000) $32,850 Shares 1,000 Est. Cost $18.08 Unrealized 0.0%
Shire PLC 0.0%
Value ($000) $32,764 Shares 174 Est. Cost $185005.75 Unrealized
HPE Hewlett Packard Enterprise Company Com 0.0%
Value ($000) $32,640 Shares 1,500 Est. Cost $9.43 Unrealized 0.0%
TFI SPDR Nuveen Barclays Municipal Bond ETF 0.0%
Value ($000) $32,168 Shares 650 Est. Cost $49336.92 Unrealized
BOND PIMCO Total Return Active ETF 0.0%
Value ($000) $32,051 Shares 300 Est. Cost $107000.00 Unrealized
MS Morgan Stanley 0.0%
Value ($000) $31,730 Shares 1,000 Est. Cost $28.24 Unrealized -19.1%
DLTR Dollar Tree Inc 0.0%
Value ($000) $31,292 Shares 400 Est. Cost $79.07 Unrealized +13.8%
Guggenheim S&P Global Water Index ETF 0.0%
Value ($000) $31,056 Shares 1,056 Est. Cost $28579.69 Unrealized
VGK Vanguard FTSE Europe ETF 0.0%
Value ($000) $30,871 Shares 655 Est. Cost $48335.98 Unrealized
VXUS Vanguard Total International Stock ETF 0.0%
Value ($000) $30,820 Shares 669 Est. Cost $46418.86 Unrealized
AMP Ameriprise Finl Inc 0.0%
Value ($000) $30,597 Shares 310 Est. Cost $101.78 Unrealized -21.3%
NXPI Nxp Semiconductors N V 0.0%
Value ($000) $30,552 Shares 300 Est. Cost $86.16 Unrealized -12.6%
Panera Bread Co 0.0%
Value ($000) $30,531 Shares 160 Est. Cost $181017.19 Unrealized
TXT Textron Inc 0.0%
Value ($000) $30,360 Shares 800 Est. Cost $44.73 Unrealized -13.1%
SCHZ Schwab US Aggregate Bond ETF 0.0%
Value ($000) $30,185 Shares 567 Est. Cost $52003.41 Unrealized
VSS Vanguard Intl Equity Index Fd Ftse Smcap Etf 0.0%
Value ($000) $29,940 Shares 308 Est. Cost $101919.66 Unrealized
Aqua America Inc 0.0%
Value ($000) $29,770 Shares 1,000 Est. Cost $24490.00 Unrealized
CREF Inflation-Linked Bond R3 0.0%
Value ($000) $29,727 Shares 431 Est. Cost $68972.16 Unrealized
EWA iShares MSCI Australia ETF 0.0%
Value ($000) $29,721 Shares 1,435 Est. Cost $21029.82 Unrealized
PowerShares Dividend Achievers ETF 0.0%
Value ($000) $29,401 Shares 1,325 Est. Cost $20709.47 Unrealized
Linear Technology Corp 0.0%
Value ($000) $29,375 Shares 500 Est. Cost $44230.00 Unrealized
Financial Services Select Sector SPDR 0.0%
Value ($000) $29,321 Shares 962 Est. Cost $30879.65 Unrealized
XLRE Real Estate Select Sector SPDR 0.0%
Value ($000) $28,882 Shares 919 Est. Cost $31427.64 Unrealized
BWXT Bwx Technologies Inc 0.0%
Value ($000) $28,410 Shares 750 Est. Cost $20.82 Unrealized +62.5%
HEEM iShares Currency Hedged MSCI Emerging Markets ETF 0.0%
Value ($000) $28,001 Shares 1,275 Est. Cost $20000.00 Unrealized
VAC Marriott Vacations Worldwide Corp 0.0%
Value ($000) $27,908 Shares 444 Est. Cost $85.26 Unrealized -13.0%
BAX Baxter International Inc 0.0%
Value ($000) $27,718 Shares 590 Est. Cost $31.47 Unrealized +28.4%
SCHR Schwab Intermediate-Term US Trs ETF 0.0%
Value ($000) $27,251 Shares 494 Est. Cost $53721.66 Unrealized
LSBRX Loomis Sayles Bond ADM 0.0%
Value ($000) $27,048 Shares 1,255 Est. Cost $20979.33 Unrealized
VFC VF Corp 0.0%
Value ($000) $26,942 Shares 493 Est. Cost $68.04 Unrealized -15.1%
VLO Valero Energy Corp New 0.0%
Value ($000) $26,895 Shares 500 Est. Cost $38.94 Unrealized -5.7%
CCEP Coca-Cola European Partners PLC 0.0%
Value ($000) $26,600 Shares 700 Est. Cost $28.83 Unrealized +1.6%
SUB iShares Short-Term National Muni Bond 0.0%
Value ($000) $26,457 Shares 250 Est. Cost $105668.00 Unrealized
EEMV iShares Minimum Volatility Emerging Markets ETF 0.0%
Value ($000) $26,425 Shares 500 Est. Cost $56713.33 Unrealized
Kellogg Co 0.0%
Value ($000) $26,400 Shares 346 Est. Cost $41.63 Unrealized +31.3%
AIR AAR Corp 0.0%
Value ($000) $26,316 Shares 850 Est. Cost $24.80 Unrealized -0.6%
OMC Omnicom Group Inc 0.0%
Value ($000) $26,262 Shares 320 Est. Cost $49.25 Unrealized +22.9%
VXF Vanguard Index Funds Vanguard Extended Market Etf 0.0%
Value ($000) $26,222 Shares 295 Est. Cost $89148.46 Unrealized
M Macy's Inc 0.0%
Value ($000) $26,130 Shares 700 Est. Cost $55.10 Unrealized -34.2%
KN Knowles Corporation 0.0%
Value ($000) $26,048 Shares 1,850 Est. Cost $19.39 Unrealized -27.0%
VOD Vodafone Group Plc Sponsored Adr No Par 0.0%
Value ($000) $25,445 Shares 913 Est. Cost $35565.02 Unrealized
FLR Fluor Corp 0.0%
Value ($000) $25,160 Shares 500 Est. Cost $47.72 Unrealized -0.4%
WMMVY Wal - Mart de Mexico SAB de CV 0.0%
Value ($000) $25,037 Shares 1,152 Est. Cost $24466.54 Unrealized
THO Thor Industries Inc 0.0%
Value ($000) $25,032 Shares 300 Est. Cost $45.48 Unrealized +41.9%
UNFI United Natural Foods Inc 0.0%
Value ($000) $24,982 Shares 590 Est. Cost $65.91 Unrealized -30.3%
EAT Brinker International Inc 0.0%
Value ($000) $24,980 Shares 500 Est. Cost $48.51 Unrealized -9.2%
FFFGX Target Retire 2045 0.0%
Value ($000) $24,277 Shares 2,169 Est. Cost $11192.72 Unrealized
AYI Acuity Brands Inc 0.0%
Value ($000) $24,226 Shares 99 Est. Cost $169.64 Unrealized +52.1%
SCHV Schwab US Large-Cap Value ETF 0.0%
Value ($000) $23,985 Shares 533 Est. Cost $42912.82 Unrealized
Total System Services Inc 0.0%
Value ($000) $23,385 Shares 500 Est. Cost $41770.00 Unrealized
Schwab Mngd Ret Trust 2050 Cl V 0.0%
Value ($000) $23,384 Shares 1,500 Est. Cost $15589.33 Unrealized
EPP iShares MSCI Pacific ex Japan ETF 0.0%
Value ($000) $23,256 Shares 560 Est. Cost $43400.00 Unrealized
MFC Manulife Financial Corp 0.0%
Value ($000) $23,068 Shares 1,592 Est. Cost $16.13 Unrealized -15.7%
EQT EQT Corp 0.0%
Value ($000) $22,863 Shares 325 Est. Cost $43.09 Unrealized -15.5%
HPQ HP Inc Com 0.0%
Value ($000) $22,725 Shares 1,500 Est. Cost $10.47 Unrealized 0.0%
EPR EPR Properties 0.0%
Value ($000) $22,616 Shares 300 Est. Cost $54780.00 Unrealized
USIG Ishares Core U S Credit Bond Etf 0.0%
Value ($000) $22,580 Shares 200 Est. Cost $108570.00 Unrealized
FEZ SPDR EURO STOXX 50 ETF 0.0%
Value ($000) $22,518 Shares 700 Est. Cost $31169.74 Unrealized
ING Groep NV 0.0%
Value ($000) $22,220 Shares 868 Est. Cost $25729.26 Unrealized
MHK Mohawk Industries Inc 0.0%
Value ($000) $22,218 Shares 114 Est. Cost $184.98 Unrealized +11.1%
TOL Toll Brothers Inc 0.0%
Value ($000) $21,565 Shares 750 Est. Cost $37.23 Unrealized -22.4%
FPX First Trust US IPO ETF 0.0%
Value ($000) $21,502 Shares 406 Est. Cost $54559.09 Unrealized
UAL United Continental Holdings Inc 0.0%
Value ($000) $21,152 Shares 400 Est. Cost $57.89 Unrealized -16.9%
VBR Vanguard Index Funds Small-Cap Value Etf 0.0%
Value ($000) $21,111 Shares 193 Est. Cost $100014.72 Unrealized
Royal Dutch Shell PLC 0.0%
Value ($000) $20,978 Shares 415 Est. Cost $56850.46 Unrealized
PIMCO Dynamic Credit and Mortgage Inc 0.0%
Value ($000) $20,136 Shares 1,000 Est. Cost $20.62 Unrealized
SCHA Schwab US Small-Cap ETF 0.0%
Value ($000) $19,890 Shares 351 Est. Cost $52236.98 Unrealized
AVT Avnet Inc 0.0%
Value ($000) $19,771 Shares 480 Est. Cost $33.33 Unrealized -1.5%
SCHF Schwab International Equity ETF 0.0%
Value ($000) $19,727 Shares 701 Est. Cost $27474.13 Unrealized
CBRE CBRE Group Inc 0.0%
Value ($000) $19,684 Shares 740 Est. Cost $28.54 Unrealized 0.0%
VOO Vanguard S&P 500 ETF 0.0%
Value ($000) $19,558 Shares 100 Est. Cost $187740.00 Unrealized
LPX Louisiana-Pacific Corp 0.0%
Value ($000) $19,537 Shares 1,050 Est. Cost $16.99 Unrealized +14.0%
PureFunds ISE Cyber Security ETF 0.0%
Value ($000) $19,396 Shares 730 Est. Cost $23888.89 Unrealized
ISHQF Ishares Core Hi Qual Cdn Bd Et Com Unit 0.0%
Value ($000) $19,259 Shares 1,200 Est. Cost $16862.50 Unrealized
Asia Pacific Fund 0.0%
Value ($000) $19,120 Shares 1,851 Est. Cost $12799.57 Unrealized
RHI Robert Half International Inc 0.0%
Value ($000) $18,860 Shares 500 Est. Cost $41.88 Unrealized -9.0%
JCI Johnson Controls International PLC 0.0%
Value ($000) $18,613 Shares 428 Est. Cost $33.21 Unrealized 0.0%
SCANA Corp 0.0%
Value ($000) $18,298 Shares 262 Est. Cost $50648.86 Unrealized
Ingram Micro Inc 0.0%
Value ($000) $18,050 Shares 500 Est. Cost $25030.00 Unrealized
Viacom Inc 0.0%
Value ($000) $17,665 Shares 503 Est. Cost $64638.86 Unrealized
BTG PLC 0.0%
Value ($000) $17,663 Shares 2,114 Est. Cost $9649.95 Unrealized
IWS iShares Russell Mid-Cap Value 0.0%
Value ($000) $17,646 Shares 235 Est. Cost $73870.08 Unrealized
Southwest Georgia Financial Corp 0.0%
Value ($000) $17,202 Shares 1,027 Est. Cost $14129.50 Unrealized
NWL Newell Brands Inc Shs 0.0%
Value ($000) $17,147 Shares 329 Est. Cost $28.21 Unrealized +23.4%
STPZ Pimco 1-5 Year U S Tips Index Exchange Traded Fund 0.0%
Value ($000) $16,815 Shares 320 Est. Cost $52218.75 Unrealized
Barclays Bank PLC 0.0%
Value ($000) $16,633 Shares 649 Est. Cost $25539.29 Unrealized
AMZN Amazon.com Inc 0.0%
Value ($000) $16,585 Shares 20 Est. Cost $22.77 Unrealized +68.1%
FDX FedEx Corp 0.0%
Value ($000) $16,240 Shares 95 Est. Cost $148.37 Unrealized -5.0%
ZBH Zimmer Biomet Holdings Inc 0.0%
Value ($000) $15,863 Shares 125 Est. Cost $102.09 Unrealized +12.1%
DSI iShares MSCI KLD 400 Social 0.0%
Value ($000) $15,830 Shares 200 Est. Cost $76070.00 Unrealized
IFF International Flavors & Fragrances Inc 0.0%
Value ($000) $15,625 Shares 120 Est. Cost $89.30 Unrealized +20.1%
HAL Halliburton Company 0.0%
Value ($000) $15,588 Shares 331 Est. Cost $26.95 Unrealized +35.0%
Time Inc 0.0%
Value ($000) $15,322 Shares 1,125 Est. Cost $14662.72 Unrealized
Hillenbrand Inc 0.0%
Value ($000) $15,275 Shares 500 Est. Cost $30700.00 Unrealized
iShares Floating Rate 0.0%
Value ($000) $15,173 Shares 1,000 Est. Cost $16109.00 Unrealized
Nuance Communications Inc 0.0%
Value ($000) $15,147 Shares 1,100 Est. Cost $14.20 Unrealized
CLX Clorox Co 0.0%
Value ($000) $14,702 Shares 120 Est. Cost $80.03 Unrealized +25.2%
IDV iShares International Select Dividend ETF 0.0%
Value ($000) $14,625 Shares 500 Est. Cost $32329.81 Unrealized
QAI IndexIQ ETF Trust - IQ Hedge Multi-Strategy Tracker ETF 0.0%
Value ($000) $14,475 Shares 500 Est. Cost $28950.00 Unrealized
CF Cfindustries Holdings Inc 0.0%
Value ($000) $14,400 Shares 625 Est. Cost $18.89 Unrealized 0.0%
RWX SPDR Dow Jones International Real Estate ETF 0.0%
Value ($000) $13,950 Shares 359 Est. Cost $39256.82 Unrealized
ESLT Elbit Systems Ltd 0.0%
Value ($000) $13,816 Shares 145 Est. Cost $85.68 Unrealized +2.4%
VCIT Vanguard Intermediate Term Corporate Bond Etf 0.0%
Value ($000) $13,357 Shares 150 Est. Cost $84086.66 Unrealized
STZ Constellation Brands Inc 0.0%
Value ($000) $12,670 Shares 75 Est. Cost $101.24 Unrealized +41.3%
Broad Street Ventures 0.0%
Value ($000) $12,500 Shares 115,000 Est. Cost $108.70 Unrealized
The WhiteWave Foods Co 0.0%
Value ($000) $12,150 Shares 225 Est. Cost $48880.00 Unrealized
SCHH Schwab US REIT ETF 0.0%
Value ($000) $12,149 Shares 298 Est. Cost $40322.95 Unrealized
CNC Centene Corp 0.0%
Value ($000) $12,044 Shares 200 Est. Cost $35.91 Unrealized -3.3%
SPYX SPDR S&P 500 Fossil Fuel Rsrv Free ETF 0.0%
Value ($000) $11,167 Shares 218 Est. Cost $49417.43 Unrealized
SUSA iShares MSCI USA ESG Select 0.0%
Value ($000) $11,128 Shares 125 Est. Cost $85104.00 Unrealized
IYH iShares U.S. Healthcare ETF 0.0%
Value ($000) $10,939 Shares 75 Est. Cost $158720.00 Unrealized
BSAC Banco Santander Chile 0.0%
Value ($000) $10,701 Shares 519 Est. Cost $20248.56 Unrealized
MOAT VanEck Vectors Morningstar Wide Moat ETF 0.0%
Value ($000) $10,694 Shares 320 Est. Cost $32518.75 Unrealized
Stericycle Inc 0.0%
Value ($000) $10,413 Shares 140 Est. Cost $4393.34 Unrealized
IWD iShares Russell 1000 Value ETF 0.0%
Value ($000) $10,409 Shares 100 Est. Cost $97860.00 Unrealized
FLRN SPDR Barclays Investment Grd Fl Rt ETF 0.0%
Value ($000) $9,951 Shares 325 Est. Cost $30636.92 Unrealized
iShares Russell 2000 Growth ETF 0.0%
Value ($000) $9,899 Shares 580 Est. Cost $16342.67 Unrealized
TMO Thermo Fisher Scientific Inc 0.0%
Value ($000) $9,881 Shares 65 Est. Cost $126.27 Unrealized +18.9%
VHT Vanguard World Funds Vanguard Health Care Etf 0.0%
Value ($000) $9,669 Shares 75 Est. Cost $139960.00 Unrealized
PSMT Pricesmart Inc 0.0%
Value ($000) $9,647 Shares 113 Est. Cost $73.63 Unrealized -0.6%
IRM Iron Mountain Inc 0.0%
Value ($000) $9,615 Shares 273 Est. Cost $19.10 Unrealized +19.1%
IRBTQ iRobot Corp 0.0%
Value ($000) $9,575 Shares 225 Est. Cost $32.80 Unrealized +19.5%
DLR Digital Realty Trust Inc 0.0%
Value ($000) $9,458 Shares 100 Est. Cost $44.75 Unrealized +63.9%
PH Parker Hannifin Corp 0.0%
Value ($000) $9,256 Shares 75 Est. Cost $101.50 Unrealized +1.5%
ENB Enbridge Inc Com 0.0%
Value ($000) $8,814 Shares 200 Est. Cost $27.15 Unrealized -11.3%
Dell Technologies Inc V 0.0%
Value ($000) $8,766 Shares 186 Est. Cost $47129.03 Unrealized
AVY Avery Dennison Corp 0.0%
Value ($000) $8,707 Shares 115 Est. Cost $47.65 Unrealized +35.2%
USMV iShares Trust iShares Edge MSCI Min Vol USA ETF 0.0%
Value ($000) $8,671 Shares 195 Est. Cost $44060.38 Unrealized
iShares Russell 2000 Growth ETF 0.0%
Value ($000) $8,607 Shares 504 Est. Cost $16315.48 Unrealized
Versum Materials Inc 0.0%
Value ($000) $8,602 Shares 374 Est. Cost $23000.00 Unrealized
LITE Lumentum Holdings Inc Com 0.0%
Value ($000) $8,594 Shares 211 Est. Cost $17.80 Unrealized +84.8%
American International Group Inc 0.0%
Value ($000) $8,264 Shares 400 Est. Cost $27710.00 Unrealized
IYR Ishares U S Real Estate Etf 0.0%
Value ($000) $7,769 Shares 100 Est. Cost $71300.00 Unrealized
VIAV Viavi Solutions Inc 0.0%
Value ($000) $7,644 Shares 1,050 Est. Cost $6.06 Unrealized +20.9%
CALM Cal-Maine Foods Inc 0.0%
Value ($000) $7,606 Shares 200 Est. Cost $39.82 Unrealized -17.7%
EWY iShares MSCI South Korea Capped ETF 0.0%
Value ($000) $7,497 Shares 135 Est. Cost $55103.70 Unrealized
Mylan Nv 0.0%
Value ($000) $7,414 Shares 200 Est. Cost $67860.00 Unrealized
LUV Southwest Airlines Co 0.0%
Value ($000) $7,401 Shares 185 Est. Cost $34.60 Unrealized -1.8%
IXJ iShares Global Healthcare ETF 0.0%
Value ($000) $7,338 Shares 75 Est. Cost $108720.00 Unrealized
ITW Illinois Tool Works Inc 0.0%
Value ($000) $7,297 Shares 63 Est. Cost $73.44 Unrealized +26.4%
ITSXF Ishares S&p Tsx Cp Fnl Idx Etf Unit 0.0%
Value ($000) $7,267 Shares 300 Est. Cost $24560.00 Unrealized
CYSXF Ishares S&p/Tsx Cdn Pfd Sh Ind Com Unit 0.0%
Value ($000) $7,220 Shares 750 Est. Cost $11614.67 Unrealized
iShares Russell 2000 Growth ETF 0.0%
Value ($000) $7,208 Shares 422 Est. Cost $16367.52 Unrealized
ICE Intercontinental Exchange Inc 0.0%
Value ($000) $7,197 Shares 27 Est. Cost $40.49 Unrealized +19.6%
Powershares Water Resources Portfolio Exchange Traded Fd Trust 0.0%
Value ($000) $7,152 Shares 300 Est. Cost $24948.65 Unrealized
VYM Vanguard Index Funds Vanguard High Dividend Yield Etf 0.0%
Value ($000) $7,100 Shares 100 Est. Cost $67320.00 Unrealized
COKE Coca-Cola Bottling Co Consolidated 0.0%
Value ($000) $7,093 Shares 50 Est. Cost $11.15 Unrealized +24.1%
CRM Salesforce.com Inc 0.0%
Value ($000) $7,063 Shares 100 Est. Cost $70.36 Unrealized +9.5%
KBE SPDR S&P Bank ETF 0.0%
Value ($000) $6,963 Shares 205 Est. Cost $36258.54 Unrealized
Invesco Senior Income Trust 0.0%
Value ($000) $6,960 Shares 1,600 Est. Cost $4460.00 Unrealized
iShares MSCI Japan ETF 0.0%
Value ($000) $6,898 Shares 559 Est. Cost $12315.10 Unrealized
Wyndham Worldwide Corp 0.0%
Value ($000) $6,763 Shares 100 Est. Cost $81909.09 Unrealized
MET MetLife Inc 0.0%
Value ($000) $6,721 Shares 144 Est. Cost $31.20 Unrealized -12.2%
MASI Masimo Corp 0.0%
Value ($000) $6,720 Shares 115 Est. Cost $47.10 Unrealized +19.8%
IVE iShares S&P 500 Value ETF 0.0%
Value ($000) $6,549 Shares 70 Est. Cost $92200.00 Unrealized
TD Toronto Dominion Bk Ont Com New 0.0%
Value ($000) $6,310 Shares 143 Est. Cost $39.82 Unrealized +10.1%
EWW iShares MSCI Mexico Capped ETF 0.0%
Value ($000) $6,266 Shares 125 Est. Cost $57104.00 Unrealized
RCI Rogers Communications Inc 0.0%
Value ($000) $6,204 Shares 150 Est. Cost $34.87 Unrealized +23.0%
ONEOK Partners LP 0.0%
Value ($000) $6,156 Shares 150 Est. Cost $34000.00 Unrealized
BTI British American Tobacco PLC 0.0%
Value ($000) $6,151 Shares 51 Est. Cost $110078.43 Unrealized
DXCM DexCom Inc 0.0%
Value ($000) $6,148 Shares 75 Est. Cost $16.70 Unrealized +33.1%
NetSuite Inc 0.0%
Value ($000) $6,145 Shares 60 Est. Cost $91750.00 Unrealized
ACWX iShares MSCI ACWI ex US 0.0%
Value ($000) $6,123 Shares 151 Est. Cost $39046.36 Unrealized
Guggenheim Solar ETF 0.0%
Value ($000) $6,045 Shares 300 Est. Cost $39218.91 Unrealized
IHF Ishares U S Healthcare Providers Etf 0.0%
Value ($000) $6,021 Shares 50 Est. Cost $142940.00 Unrealized
IWB iShares Russell 1000 ETF 0.0%
Value ($000) $5,945 Shares 50 Est. Cost $114060.00 Unrealized
PowerShares S&P Intl Dev Low Volatil ETF 0.0%
Value ($000) $5,938 Shares 200 Est. Cost $30760.00 Unrealized
FFIV F5Networks Inc 0.0%
Value ($000) $5,806 Shares 50 Est. Cost $122.95 Unrealized -1.3%
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) $5,466 Shares 47 Est. Cost $92.42 Unrealized +6.1%
GIL Gildan Activewear Inc Com 0.0%
Value ($000) $5,456 Shares 200 Est. Cost $27.33 Unrealized -6.8%
IYG iShares US Financial Services 0.0%
Value ($000) $5,323 Shares 60 Est. Cost $94000.00 Unrealized
Discover Financial Services 0.0%
Value ($000) $5,287 Shares 97 Est. Cost $53491.44 Unrealized
Realogy Holdings Corp 0.0%
Value ($000) $5,201 Shares 210 Est. Cost $46719.05 Unrealized
RL Ralph Lauren Corp 0.0%
Value ($000) $4,984 Shares 50 Est. Cost $100.20 Unrealized -17.1%
VUG Vanguard Growth ETF 0.0%
Value ($000) $4,965 Shares 45 Est. Cost $106923.97 Unrealized
Stonemor Partners LP 0.0%
Value ($000) $4,912 Shares 200 Est. Cost $30150.00 Unrealized
DKS Dick's Sporting Goods Inc 0.0%
Value ($000) $4,753 Shares 85 Est. Cost $41.47 Unrealized +1.7%
CDK Global Inc 0.0%
Value ($000) $4,729 Shares 86 Est. Cost $54505.54 Unrealized
CSX Csxcorporation Com 0.0%
Value ($000) $4,672 Shares 150 Est. Cost $9.83 Unrealized -15.7%
TRIP TripAdvisor Inc 0.0%
Value ($000) $4,668 Shares 75 Est. Cost $72.31 Unrealized -20.9%
BKD Brookdale Senior Living Inc 0.0%
Value ($000) $4,638 Shares 300 Est. Cost $17.24 Unrealized 0.0%
iShares Russell 2000 Growth ETF 0.0%
Value ($000) $4,609 Shares 270 Est. Cost $16307.41 Unrealized
PowerShares DB Commodity Index Tracking Fund 0.0%
Value ($000) $4,575 Shares 300 Est. Cost $17558.33 Unrealized
Encana Corp 0.0%
Value ($000) $4,460 Shares 400 Est. Cost $11020.00 Unrealized
SPEU SPDR STOXX Europe 50 ETF 0.0%
Value ($000) $4,408 Shares 150 Est. Cost $34768.00 Unrealized
RGR Sturm Ruger & Co Inc 0.0%
Value ($000) $4,252 Shares 75 Est. Cost $54.45 Unrealized +16.3%
CST Brands Inc 0.0%
Value ($000) $4,224 Shares 88 Est. Cost $39056.82 Unrealized
Z Zillow Group Inc 0.0%
Value ($000) $4,167 Shares 130 Est. Cost $26.10 Unrealized +37.1%
Cbscorp Class B 0.0%
Value ($000) $4,136 Shares 75 Est. Cost $55493.33 Unrealized
Bed Bath & Beyond Inc 0.0%
Value ($000) $4,052 Shares 95 Est. Cost $68978.95 Unrealized
VRTX Vertex Pharmaceuticals Inc 0.0%
Value ($000) $4,028 Shares 50 Est. Cost $125.98 Unrealized -25.0%
HMC Honda Motor Co Ltd 0.0%
Value ($000) $3,948 Shares 135 Est. Cost $32400.00 Unrealized
IGV iShares North American Tech-Software 0.0%
Value ($000) $3,894 Shares 35 Est. Cost $99457.14 Unrealized
Alerian MLP ETF 0.0%
Value ($000) $3,768 Shares 300 Est. Cost $17.50 Unrealized
EIS Ishares Mcsi Israel Capped Etf 0.0%
Value ($000) $3,512 Shares 75 Est. Cost $51426.67 Unrealized
BWA BorgWarner Inc 0.0%
Value ($000) $3,454 Shares 100 Est. Cost $26.08 Unrealized -2.2%
Fannie Mae 0.0%
Value ($000) $3,228 Shares 807 Est. Cost $4199.50 Unrealized
WOOD iShares Global Timber & Forestry 0.0%
Value ($000) $3,162 Shares 65 Est. Cost $52539.54 Unrealized
iShares Russell 2000 Growth ETF 0.0%
Value ($000) $3,145 Shares 184 Est. Cost $16336.96 Unrealized
Scripps Networks Interactive Inc Cl A 0.0%
Value ($000) $3,088 Shares 50 Est. Cost $75.22 Unrealized
IPO Renaissance IPO ETF 0.0%
Value ($000) $3,078 Shares 150 Est. Cost $21327.73 Unrealized
El Paso Energy Capital Trust I 0.0%
Value ($000) $3,022 Shares 60 Est. Cost $49000.00 Unrealized
NVO Novo Nordisk A/S 0.0%
Value ($000) $2,968 Shares 75 Est. Cost $54760.00 Unrealized
Whole Foods Market Inc 0.0%
Value ($000) $2,893 Shares 100 Est. Cost $39436.36 Unrealized
Volkswagen AG 0.0%
Value ($000) $2,892 Shares 100 Est. Cost $46250.00 Unrealized
Mead Johnson Nutrition Co 0.0%
Value ($000) $2,822 Shares 35 Est. Cost $90200.00 Unrealized
Snyder's-Lance Inc 0.0%
Value ($000) $2,692 Shares 77 Est. Cost $31467.53 Unrealized
Twitter Inc 0.0%
Value ($000) $2,668 Shares 150 Est. Cost $35349.75 Unrealized
Discovery Communications Inc 0.0%
Value ($000) $2,568 Shares 100 Est. Cost $26680.00 Unrealized
Barrick Gold Corp 0.0%
Value ($000) $2,560 Shares 160 Est. Cost $10656.25 Unrealized
VMware Inc 0.0%
Value ($000) $2,556 Shares 35 Est. Cost $85738.03 Unrealized
DRD DRDGold Ltd 0.0%
Value ($000) $2,538 Shares 547 Est. Cost $1848.26 Unrealized
Discovery Communications Inc Com Ser C 0.0%
Value ($000) $2,502 Shares 100 Est. Cost $25220.00 Unrealized
CBL & Associates Properties Inc 0.0%
Value ($000) $2,501 Shares 212 Est. Cost $15612.15 Unrealized
Cerner Corp 0.0%
Value ($000) $2,450 Shares 40 Est. Cost $69050.00 Unrealized
USRT iShares Real Estate 50 0.0%
Value ($000) $2,431 Shares 50 Est. Cost $43440.00 Unrealized
Immunogen Inc 0.0%
Value ($000) $2,410 Shares 1,000 Est. Cost $2410.00 Unrealized
SPDR Barclays High Yield Bond ETF 0.0%
Value ($000) $2,401 Shares 65 Est. Cost $36240.51 Unrealized
LYG Lloyds Banking Group PLC 0.0%
Value ($000) $2,376 Shares 907 Est. Cost $4599.78 Unrealized
Wright Medical Group N V 0.0%
Value ($000) $2,371 Shares 100 Est. Cost $24180.00 Unrealized
MOS Mosaic Co 0.0%
Value ($000) $2,324 Shares 100 Est. Cost $35.46 Unrealized -35.1%
CAR Avis Budget Group Inc 0.0%
Value ($000) $2,258 Shares 70 Est. Cost $26.25 Unrealized +31.1%
OTEX Open Text Corp 0.0%
Value ($000) $2,232 Shares 35 Est. Cost $19.06 Unrealized +32.5%
DXJ WisdomTree Japan Hedged Equity Fund 0.0%
Value ($000) $2,177 Shares 50 Est. Cost $57200.00 Unrealized
PowerShares Fundamental HiYld CorpBd ETF 0.0%
Value ($000) $2,171 Shares 115 Est. Cost $17800.00 Unrealized
EXI iShares Global Industrials 0.0%
Value ($000) $2,165 Shares 30 Est. Cost $70233.34 Unrealized
Monotype Imaging Holdings Inc 0.0%
Value ($000) $2,138 Shares 100 Est. Cost $24110.00 Unrealized
iShares Russell 2000 Growth ETF 0.0%
Value ($000) $2,103 Shares 123 Est. Cost $16508.43 Unrealized
PowerShares Preferred Portfolio 0.0%
Value ($000) $2,094 Shares 140 Est. Cost $14957.14 Unrealized
K2M Group Holdings Inc 0.0%
Value ($000) $2,093 Shares 115 Est. Cost $24017.39 Unrealized
Ferrellgas Partners LP 0.0%
Value ($000) $2,088 Shares 200 Est. Cost $22530.00 Unrealized
ZG Zillow Group Inc 0.0%
Value ($000) $2,080 Shares 65 Est. Cost $29.18 Unrealized +22.8%
IVZ Invesco Ltd 0.0%
Value ($000) $2,061 Shares 68 Est. Cost $22.28 Unrealized -14.3%
iShares Mortgage Real Estate Capped ETF 0.0%
Value ($000) $2,060 Shares 200 Est. Cost $10260.00 Unrealized
CMG Chipotle Mexican Grill Inc 0.0%
Value ($000) $2,049 Shares 5 Est. Cost $12.65 Unrealized -35.0%
IMKTA Ingles Markets Inc 0.0%
Value ($000) $1,987 Shares 50 Est. Cost $41.57 Unrealized -18.7%
ONEV SPDR Russell 1000 Low Vol Foc ETF 0.0%
Value ($000) $1,911 Shares 30 Est. Cost $63700.00 Unrealized
Hanesbrands Inc 0.0%
Value ($000) $1,852 Shares 75 Est. Cost $33320.00 Unrealized
PCRX Pacira Pharmaceuticals Inc 0.0%
Value ($000) $1,828 Shares 55 Est. Cost $78.75 Unrealized -50.3%
CMC Commercial Metals Co 0.0%
Value ($000) $1,786 Shares 116 Est. Cost $13.11 Unrealized +3.5%
DVN Devon Energy Corp 0.0%
Value ($000) $1,756 Shares 40 Est. Cost $38.29 Unrealized -25.4%
SodaStream International Ltd 0.0%
Value ($000) $1,752 Shares 70 Est. Cost $21128.57 Unrealized
ROP Roper Technologies Inc 0.0%
Value ($000) $1,738 Shares 10 Est. Cost $162.40 Unrealized +1.5%
SCHX Schwab US Large-Cap ETF 0.0%
Value ($000) $1,726 Shares 34 Est. Cost $49764.71 Unrealized
FE FirstEnergy Corp 0.0%
Value ($000) $1,578 Shares 50 Est. Cost $22.43 Unrealized +2.6%
ILF iShares Latin America 40 ETF 0.0%
Value ($000) $1,470 Shares 50 Est. Cost $29800.00 Unrealized
CC Chemours Co 0.0%
Value ($000) $1,441 Shares 96 Est. Cost $7.40 Unrealized +12.6%
VWDRY Vestas Wind Systems A/S 0.0%
Value ($000) $1,435 Shares 55 Est. Cost $16618.18 Unrealized
TRMB Trimble Inc 0.0%
Value ($000) $1,421 Shares 50 Est. Cost $24.44 Unrealized +9.4%
PWR Quanta Services Inc 0.0%
Value ($000) $1,400 Shares 50 Est. Cost $28.68 Unrealized -12.9%
IAT iShares US Regional Banks ETF 0.0%
Value ($000) $1,394 Shares 40 Est. Cost $36600.00 Unrealized
WIP SPDR Citi International Government Inflation-Protected Bond ETF 0.0%
Value ($000) $1,385 Shares 25 Est. Cost $54880.00 Unrealized
SPX FLOW Inc 0.0%
Value ($000) $1,349 Shares 50 Est. Cost $34420.00 Unrealized
Ishares Msci Frontier 100 Fund 0.0%
Value ($000) $1,272 Shares 50 Est. Cost $29260.00 Unrealized
TV Grupo Televisa SAB 0.0%
Value ($000) $1,266 Shares 50 Est. Cost $38820.00 Unrealized
STIFEL BANK PROGRAM FDIC INS BK DEP PG NOT INS BY SIPC 0.0%
Value ($000) $1,240 Shares 1,240 Est. Cost $1000.00 Unrealized
EXPE Expedia Inc 0.0%
Value ($000) $1,186 Shares 10 Est. Cost $120.15 Unrealized -10.1%
CHH Choice Hotels International Inc 0.0%
Value ($000) $1,101 Shares 25 Est. Cost $52.59 Unrealized -16.4%
SJM Smucker J M Company 0.0%
Value ($000) $1,060 Shares 8 Est. Cost $84.30 Unrealized +30.4%
SPX Corp 0.0%
Value ($000) $991 Shares 50 Est. Cost $72380.00 Unrealized
Amplify Snack Brands Inc 0.0%
Value ($000) $927 Shares 60 Est. Cost $15450.00 Unrealized
Put 100 Spdr S&p 500 Etf Tr Tr Unit Exp [email protected] Option Root= Spy 0.0%
Value ($000) $846 Shares 6 Est. Cost Unrealized
SCZ iShares MSCI EAFE Small-Cap ETF 0.0%
Value ($000) $715 Shares 14 Est. Cost $48250.00 Unrealized
USCI United States Commodity Index 0.0%
Value ($000) $688 Shares 17 Est. Cost $43176.47 Unrealized
General Motors Co 0.0%
Value ($000) $685 Shares 50 Est. Cost $15943.40 Unrealized
IGOV iShares International Treasury Bond 0.0%
Value ($000) $684 Shares 7 Est. Cost $99500.00 Unrealized
AMD Advanced Micro Devices Inc 0.0%
Value ($000) $649 Shares 100 Est. Cost $2.42 Unrealized +163.7%
GOVT Ishares Core U S Treasury Bond Etf 0.0%
Value ($000) $646 Shares 25 Est. Cost $25840.00 Unrealized
Forestar Group Inc 0.0%
Value ($000) $560 Shares 50 Est. Cost $13160.00 Unrealized
iShares Russell 2000 Growth ETF 0.0%
Value ($000) $546 Shares 32 Est. Cost $16312.50 Unrealized
TGB Taseko Mines Ltd 0.0%
Value ($000) $439 Shares 1,000 Est. Cost $0.71 Unrealized -26.2%
Bombardier Inc 0.0%
Value ($000) $291 Shares 200 Est. Cost $1855.00 Unrealized
SCHE Schwab Emerging Markets Equity ETF 0.0%
Value ($000) $250 Shares 11 Est. Cost $21272.73 Unrealized
Entergy Arkansas Inc 0.0%
Value ($000) $202 Shares 2 Est. Cost $98500.00 Unrealized
Motors Liquidation Co GUC Trust 0.0%
Value ($000) $140 Shares 14 Est. Cost $19214.28 Unrealized
Westport Fuel Systems Inc 0.0%
Value ($000) $119 Shares 75 Est. Cost $4733.33 Unrealized
ASIX AdvanSix Inc 0.0%
Value ($000) $100 Shares 6 Est. Cost $16.77 Unrealized 0.0%
Progress Energy, Inc. 0.0%
Value ($000) $78 Shares 225 Est. Cost $346.67 Unrealized
TGLO Theglobe.com Inc 0.0%
Value ($000) $50 Shares 50,000 Est. Cost $0.00 Unrealized -21.6%
NOK Nokia Oyj 0.0%
Value ($000) $39 Shares 8 Est. Cost $5875.00 Unrealized
Kinder Morgan Inc Del Wt Exp 052517 0.0%
Value ($000) $38 Shares 2,893 Est. Cost $2699.88 Unrealized
PHG Koninklijke Philips NV 0.0%
Value ($000) $28 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) $8 Shares 2 Est. Cost $4748.93 Unrealized
Medgold Resources Corp 0.0%
Value ($000) $2 Shares 16 Est. Cost Unrealized
American Technologies Group, Inc. 0.0%
Value ($000) $0 Shares 67 Est. Cost Unrealized
Precision Technologies 0.0%
Value ($000) $0 Shares 25 Est. Cost Unrealized
Amr Corp Com Escrow Cusip 0.0%
Value ($000) $0 Shares 1,000 Est. Cost Unrealized
Nortel Networks Corporation 0.0%
Value ($000) $0 Shares 10 Est. Cost Unrealized
FairPoint Communications Inc/Old 0.0%
Value ($000) $0 Shares 3 Est. Cost Unrealized