Patten Group, Inc. Diversified Active

CIK: 0001633207 · Show all filings

Period: Q2 2017 (← Previous) (Next →)

Filing Date: Aug 14, 2017

Total Value ($000): $246,725 (99.2% shares, 0.8% debt)

Holdings (655)

KO Coca-Cola Co 4.2%
Value ($000) $10,443 Shares 229,514 Est. Cost $30.05 Unrealized +12.0%
KMB Kimberly-Clark Corp 3.6%
Value ($000) $8,971 Shares 73,942 Est. Cost $76.09 Unrealized +26.5%
V Visa Inc Class A 2.9%
Value ($000) $7,101 Shares 70,381 Est. Cost $59.86 Unrealized +46.1%
AAPL Apple Inc 2.4%
Value ($000) $5,829 Shares 37,273 Est. Cost $24.12 Unrealized +42.2%
IWF iShares Russell 1000 Growth 2.0%
Value ($000) $4,895 Shares 40,056 Est. Cost $43139.57 Unrealized
SPY SPDR S&P 500 ETF 1.8%
Value ($000) $4,451 Shares 17,991 Est. Cost $26102.53 Unrealized
WY Weyerhaeuser Co 1.6%
Value ($000) $3,973 Shares 121,209 Est. Cost $21.99 Unrealized +9.3%
FRCB First Republic Bank 1.6%
Value ($000) $3,859 Shares 37,996 Est. Cost $47.29 Unrealized +92.1%
Walgreen Boots Alliance Inc Com 1.5%
Value ($000) $3,585 Shares 44,230 Est. Cost $76.18 Unrealized
United Technologies Corp 1.4%
Value ($000) $3,545 Shares 29,178 Est. Cost $114.99 Unrealized
JNJ Johnson & Johnson 1.4%
Value ($000) $3,491 Shares 26,215 Est. Cost $79.15 Unrealized +26.8%
MSFT Microsoft Corp 1.4%
Value ($000) $3,453 Shares 47,512 Est. Cost $41.97 Unrealized +48.5%
MMM 3M Co 1.3%
Value ($000) $3,175 Shares 15,292 Est. Cost $89.72 Unrealized +38.9%
Premier Inc 1.3%
Value ($000) $3,145 Shares 91,298 Est. Cost $32.43 Unrealized
VEU Vanguard FTSE All-World ex-US ETF 1.2%
Value ($000) $3,084 Shares 59,226 Est. Cost $10687.38 Unrealized
JPM JPMorgan Chase & Co 1.2%
Value ($000) $2,987 Shares 31,887 Est. Cost $44.71 Unrealized +53.3%
CB Chubb Ltd 1.2%
Value ($000) $2,918 Shares 19,477 Est. Cost $97.90 Unrealized +23.4%
XOM Exxon Mobil Corp 1.2%
Value ($000) $2,872 Shares 35,801 Est. Cost $57.86 Unrealized -4.1%
INTC Intel Corp 1.1%
Value ($000) $2,694 Shares 74,212 Est. Cost $26.73 Unrealized +10.6%
IEFA iShares Core MSCI EAFE 1.1%
Value ($000) $2,646 Shares 41,944 Est. Cost $63.08 Unrealized
DBEF Deutsche X-trackers MSCI EAFE Hedged Eq 1.1%
Value ($000) $2,599 Shares 85,144 Est. Cost $9328.78 Unrealized
IJH iShares Core S&P Mid-Cap 1.1%
Value ($000) $2,594 Shares 14,853 Est. Cost $4575.99 Unrealized
Celgene Corp 1.0%
Value ($000) $2,541 Shares 18,585 Est. Cost $113129.91 Unrealized
UNM Unum Group 1.0%
Value ($000) $2,386 Shares 46,964 Est. Cost $30.34 Unrealized +51.6%
CSCO Cisco Systems Inc 1.0%
Value ($000) $2,374 Shares 74,641 Est. Cost $18.96 Unrealized +32.2%
PEP PepsiCo Inc 1.0%
Value ($000) $2,355 Shares 20,237 Est. Cost $68.61 Unrealized +28.5%
Delphi Automotive PLC 0.9%
Value ($000) $2,257 Shares 24,224 Est. Cost $1838.65 Unrealized
CVX Chevron Corp 0.9%
Value ($000) $2,232 Shares 20,273 Est. Cost $69.47 Unrealized +5.4%
BRK/B Berkshire Hathaway Inc B 0.9%
Value ($000) $2,223 Shares 12,354 Est. Cost $145.84 Unrealized +14.1%
Raytheon Co 0.9%
Value ($000) $2,188 Shares 12,585 Est. Cost $3914.30 Unrealized
MRK Merck & Co Inc 0.9%
Value ($000) $2,180 Shares 34,541 Est. Cost $40.56 Unrealized +14.7%
PowerShares Taxable Municipal Bond ETF 0.9%
Value ($000) $2,101 Shares 69,647 Est. Cost $5079.11 Unrealized
Other 0.8%
Value ($000) $1,981 Shares 1,981,059 Est. Cost $1.00 Unrealized
SunTrust Banks Inc 0.8%
Value ($000) $1,944 Shares 33,267 Est. Cost $41.92 Unrealized
XYL Xylem Inc 0.8%
Value ($000) $1,934 Shares 32,231 Est. Cost $32.03 Unrealized +46.6%
ECL Ecolab Inc 0.8%
Value ($000) $1,881 Shares 14,155 Est. Cost $101.18 Unrealized +16.3%
NVS Novartis Ag 0.7%
Value ($000) $1,703 Shares 20,038 Est. Cost $3909.60 Unrealized
MDT Medtronic PLC 0.7%
Value ($000) $1,693 Shares 20,230 Est. Cost $58.90 Unrealized +14.8%
VTI Vanguard Total Stock Market ETF 0.7%
Value ($000) $1,676 Shares 13,204 Est. Cost $21404.07 Unrealized
T AT&T Inc 0.7%
Value ($000) $1,653 Shares 47,895 Est. Cost $12.18 Unrealized +30.8%
AIG American International Group Inc 0.7%
Value ($000) $1,615 Shares 24,813 Est. Cost $41.13 Unrealized +21.0%
Pinnacle Financial Partners Inc 0.6%
Value ($000) $1,595 Shares 24,927 Est. Cost $49302.13 Unrealized
HON Honeywell International Inc 0.6%
Value ($000) $1,593 Shares 11,373 Est. Cost $70.86 Unrealized +39.4%
CL Colgate-Palmolive Co 0.6%
Value ($000) $1,584 Shares 22,156 Est. Cost $52.19 Unrealized +16.2%
NVDA NVIDIA Corp 0.6%
Value ($000) $1,580 Shares 9,451 Est. Cost $0.72 Unrealized +337.6%
HST Host Hotels & Resorts Inc 0.6%
Value ($000) $1,551 Shares 83,152 Est. Cost $11.14 Unrealized +18.0%
VMC Vulcan Materials Co 0.6%
Value ($000) $1,536 Shares 12,605 Est. Cost $57.96 Unrealized +100.8%
CNI Canadian National Railway Co 0.6%
Value ($000) $1,496 Shares 18,860 Est. Cost $55.92 Unrealized +16.3%
NEM Newmont Mining Corp 0.6%
Value ($000) $1,481 Shares 40,979 Est. Cost $21.20 Unrealized +25.4%
VWO Vanguard FTSE Emerging Markets ETF 0.6%
Value ($000) $1,470 Shares 33,993 Est. Cost $42.87 Unrealized
BA Boeing Co 0.6%
Value ($000) $1,427 Shares 6,002 Est. Cost $111.41 Unrealized +57.0%
MAR Marriott International Inc 0.5%
Value ($000) $1,354 Shares 12,894 Est. Cost $66.18 Unrealized +40.4%
SFNC Simmons First National Corp 0.5%
Value ($000) $1,351 Shares 25,232 Est. Cost $27.21 Unrealized -2.9%
PG Procter & Gamble Co 0.5%
Value ($000) $1,342 Shares 14,802 Est. Cost $62.16 Unrealized +12.8%
NEE NextEra Energy Inc 0.5%
Value ($000) $1,305 Shares 8,894 Est. Cost $18.89 Unrealized +45.8%
META Facebook Inc A 0.5%
Value ($000) $1,266 Shares 7,462 Est. Cost $131.21 Unrealized +12.5%
SLB Schlumberger Ltd 0.5%
Value ($000) $1,263 Shares 18,707 Est. Cost $60.58 Unrealized -7.9%
MDU MDU Resources Group Inc 0.5%
Value ($000) $1,236 Shares 47,547 Est. Cost $6.95 Unrealized +13.8%
Apache Corp 0.5%
Value ($000) $1,199 Shares 26,517 Est. Cost $17975.42 Unrealized
UPS United Parcel Service Inc Class B 0.5%
Value ($000) $1,197 Shares 10,682 Est. Cost $68.26 Unrealized +13.3%
EFA iShares MSCI EAFE 0.5%
Value ($000) $1,195 Shares 17,707 Est. Cost $7145.82 Unrealized
General Electric Co 0.5%
Value ($000) $1,141 Shares 44,263 Est. Cost $5448.72 Unrealized
WMB Williams Companies Inc 0.5%
Value ($000) $1,131 Shares 36,498 Est. Cost $18.31 Unrealized +1.9%
VO Vanguard Mid-Cap ETF 0.5%
Value ($000) $1,128 Shares 7,801 Est. Cost $17202.27 Unrealized
WestRock Co 0.4%
Value ($000) $1,104 Shares 19,263 Est. Cost $49181.46 Unrealized
SBUX Starbucks Corp 0.4%
Value ($000) $1,073 Shares 19,351 Est. Cost $43.88 Unrealized +14.4%
CWB SPDR Blmbg Barclays Convert Secs ETF 0.4%
Value ($000) $1,063 Shares 21,042 Est. Cost $1082.57 Unrealized
Dow Chemical Co 0.4%
Value ($000) $1,056 Shares 16,478 Est. Cost $1854.93 Unrealized
IEF iShares 7-10 Year Treasury Bond ETF 0.4%
Value ($000) $1,040 Shares 9,722 Est. Cost $18048.17 Unrealized
GOOG Alphabet Inc C 0.4%
Value ($000) $1,026 Shares 1,106 Est. Cost $36.16 Unrealized +25.7%
NKE Nike Inc B 0.4%
Value ($000) $1,021 Shares 17,084 Est. Cost $49.07 Unrealized -1.7%
NSC Norfolk Southern Corp 0.4%
Value ($000) $1,001 Shares 8,733 Est. Cost $81.59 Unrealized +21.1%
OXY Occidental Petroleum Corp 0.4%
Value ($000) $940 Shares 15,147 Est. Cost $58.96 Unrealized -17.7%
PowerShares QQQ ETF 0.4%
Value ($000) $919 Shares 6,400 Est. Cost $12710.30 Unrealized
RF Regions Financial Corp 0.4%
Value ($000) $891 Shares 59,657 Est. Cost $6.93 Unrealized +46.6%
EMR Emerson Electric Co 0.4%
Value ($000) $873 Shares 14,276 Est. Cost $41.56 Unrealized +15.5%
GLW Corning Inc 0.3%
Value ($000) $863 Shares 29,519 Est. Cost $15.37 Unrealized +48.2%
RHHBY Roche Holding AG ADR 0.3%
Value ($000) $845 Shares 26,502 Est. Cost $35056.71 Unrealized
AMAT Applied Materials Inc 0.3%
Value ($000) $839 Shares 19,597 Est. Cost $17.92 Unrealized +115.5%
IVV iShares Core S&P 500 0.3%
Value ($000) $834 Shares 3,348 Est. Cost $14674.96 Unrealized
Halyard Health Inc 0.3%
Value ($000) $830 Shares 19,486 Est. Cost $6008.67 Unrealized
VTR Ventas Inc 0.3%
Value ($000) $827 Shares 12,571 Est. Cost $42.01 Unrealized +9.5%
IHDG WisdomTree International Hedged Quality Dividend Growth ETF 0.3%
Value ($000) $810 Shares 26,940 Est. Cost $30.07 Unrealized
ETN Eaton Corp PLC 0.3%
Value ($000) $806 Shares 10,809 Est. Cost $50.73 Unrealized +26.1%
IJK iShares S&P Mid-Cap 400 Growth 0.3%
Value ($000) $798 Shares 4,047 Est. Cost $44744.53 Unrealized
IXN iShares Global Tech ETF 0.3%
Value ($000) $792 Shares 5,759 Est. Cost $36736.61 Unrealized
LMT Lockheed Martin Corp 0.3%
Value ($000) $777 Shares 2,616 Est. Cost $203.57 Unrealized +7.3%
IDXX IDEXX Laboratories Inc 0.3%
Value ($000) $767 Shares 5,025 Est. Cost $69.67 Unrealized +133.1%
TCEHY Tencent Holdings Ltd ADR 0.3%
Value ($000) $762 Shares 19,125 Est. Cost $6146.75 Unrealized
VTV Vanguard Value ETF 0.3%
Value ($000) $751 Shares 7,627 Est. Cost $25067.19 Unrealized
Praxair Inc 0.3%
Value ($000) $742 Shares 5,700 Est. Cost $5516.34 Unrealized
GOOGL Alphabet Inc A 0.3%
Value ($000) $725 Shares 767 Est. Cost $36.73 Unrealized +26.4%
IJR iShares Core S&P Small-Cap 0.3%
Value ($000) $722 Shares 10,293 Est. Cost $80.80 Unrealized
D Dominion Resources Inc 0.3%
Value ($000) $721 Shares 9,240 Est. Cost $45.19 Unrealized +18.9%
AGG iShares Core US Aggregate Bond 0.3%
Value ($000) $720 Shares 6,561 Est. Cost $24152.69 Unrealized
IWV iShares Russell 3000 0.3%
Value ($000) $702 Shares 4,800 Est. Cost $116201.05 Unrealized
TJX TJX Companies Inc 0.3%
Value ($000) $697 Shares 9,935 Est. Cost $28.20 Unrealized +18.4%
VZ Verizon Communications Inc 0.3%
Value ($000) $686 Shares 14,024 Est. Cost $27.65 Unrealized +6.8%
Anadarko Petroleum Corp 0.3%
Value ($000) $675 Shares 15,034 Est. Cost $3892.07 Unrealized
VUG Vanguard Growth ETF 0.3%
Value ($000) $668 Shares 5,125 Est. Cost $1063.52 Unrealized
NGVT Ingevity Corp Com 0.3%
Value ($000) $668 Shares 10,879 Est. Cost $35.76 Unrealized +64.5%
VBR Vanguard Small-Cap Value ETF 0.3%
Value ($000) $653 Shares 5,277 Est. Cost $3776.95 Unrealized
VNQ Vanguard REIT ETF 0.3%
Value ($000) $639 Shares 7,605 Est. Cost $26618.08 Unrealized
DIS Walt Disney Co 0.3%
Value ($000) $635 Shares 5,895 Est. Cost $83.33 Unrealized +22.9%
DON WisdomTree US MidCap Dividend ETF 0.3%
Value ($000) $623 Shares 6,342 Est. Cost $11956.20 Unrealized
EFG iShares MSCI EAFE Growth ETF 0.3%
Value ($000) $619 Shares 8,118 Est. Cost $53255.29 Unrealized
LOW Lowe's Companies Inc 0.2%
Value ($000) $616 Shares 7,863 Est. Cost $56.55 Unrealized +23.3%
EL The Estee Lauder Companies Inc Class A 0.2%
Value ($000) $610 Shares 6,190 Est. Cost $64.35 Unrealized +28.0%
QCOM QUALCOMM Inc 0.2%
Value ($000) $584 Shares 11,105 Est. Cost $51.48 Unrealized -14.1%
ADSK Autodesk Inc 0.2%
Value ($000) $555 Shares 5,120 Est. Cost $60.76 Unrealized +62.8%
EWC iShares MSCI Canada 0.2%
Value ($000) $552 Shares 19,870 Est. Cost $28.78 Unrealized
JH Financial Opportunities 0.2%
Value ($000) $538 Shares 15,065 Est. Cost $23.57 Unrealized
XLK Technology Select Sector SPDR ETF 0.2%
Value ($000) $529 Shares 9,176 Est. Cost $13355.32 Unrealized
NOC Northrop Grumman Corp 0.2%
Value ($000) $512 Shares 1,900 Est. Cost $114.24 Unrealized +90.4%
MUNI PIMCO Intermediate Municipal Bd Actv ETF 0.2%
Value ($000) $499 Shares 9,300 Est. Cost $53.63 Unrealized
PM Philip Morris International Inc 0.2%
Value ($000) $497 Shares 4,332 Est. Cost $55.68 Unrealized +33.4%
IGM iShares North American Tech 0.2%
Value ($000) $491 Shares 3,249 Est. Cost $102.22 Unrealized
GVI iShares Intermediate Govt/Crdt Bd ETF 0.2%
Value ($000) $479 Shares 4,310 Est. Cost $15757.37 Unrealized
XLV Select Sector Spdr Trust The Health Care Select Sector Spdr Fund 0.2%
Value ($000) $475 Shares 5,978 Est. Cost $1514.86 Unrealized
GIS General Mills Inc 0.2%
Value ($000) $475 Shares 8,458 Est. Cost $35.24 Unrealized +19.2%
XLF Financial Select Sector SPDR ETF 0.2%
Value ($000) $469 Shares 18,485 Est. Cost $8012.24 Unrealized
Macquarie Infrastructure Corp 0.2%
Value ($000) $466 Shares 6,115 Est. Cost $71.08 Unrealized
ATO Atmos Energy Corp 0.2%
Value ($000) $453 Shares 5,195 Est. Cost $40.22 Unrealized +66.2%
DOV Dover Corp 0.2%
Value ($000) $451 Shares 5,207 Est. Cost $50.83 Unrealized +11.7%
HEDJ Wisdomtree Europe Hedged Equity ETF 0.2%
Value ($000) $445 Shares 7,055 Est. Cost $9699.99 Unrealized
E.I. du Pont de Nemours & Co 0.2%
Value ($000) $430 Shares 5,241 Est. Cost $33780.81 Unrealized
GD General Dynamics Corp 0.2%
Value ($000) $430 Shares 2,148 Est. Cost $107.02 Unrealized +51.4%
GLD SPDR Gold Shares 0.2%
Value ($000) $430 Shares 3,590 Est. Cost $8805.30 Unrealized
PYPL PayPal Holdings Inc 0.2%
Value ($000) $428 Shares 7,275 Est. Cost $38.62 Unrealized +27.0%
PowerShares S&P Em Mkts Low Volatil ETF 0.2%
Value ($000) $425 Shares 17,103 Est. Cost $1943.45 Unrealized
HD The Home Depot Inc 0.2%
Value ($000) $423 Shares 2,769 Est. Cost $76.35 Unrealized +63.0%
DAL Delta Air Lines Inc 0.2%
Value ($000) $420 Shares 8,307 Est. Cost $33.82 Unrealized +31.0%
BDX Becton, Dickinson and Co 0.2%
Value ($000) $414 Shares 2,103 Est. Cost $121.01 Unrealized +32.7%
Williams Partners Lp 0.2%
Value ($000) $401 Shares 10,162 Est. Cost $28994.00 Unrealized
HDV Ishares Core High Dividend Etf 0.2%
Value ($000) $390 Shares 4,605 Est. Cost $76.57 Unrealized
CVS CVS Health Corp 0.2%
Value ($000) $390 Shares 5,005 Est. Cost $71.72 Unrealized -15.9%
KHC The Kraft Heinz Co 0.2%
Value ($000) $389 Shares 4,484 Est. Cost $49.78 Unrealized +22.0%
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF 0.2%
Value ($000) $388 Shares 3,217 Est. Cost $119.42 Unrealized
AMGN Amgen Inc 0.2%
Value ($000) $387 Shares 2,226 Est. Cost $122.67 Unrealized +2.2%
MCD McDonald's Corp 0.2%
Value ($000) $387 Shares 2,518 Est. Cost $79.87 Unrealized +47.6%
SNY Sanofi 0.2%
Value ($000) $387 Shares 8,053 Est. Cost $7363.01 Unrealized
IBM International Business Machines Corp 0.2%
Value ($000) $386 Shares 2,656 Est. Cost $101.44 Unrealized +2.3%
VCSH Vanguard Short-Term Corporate Bond ETF 0.2%
Value ($000) $379 Shares 4,722 Est. Cost $79.53 Unrealized
Tiffany & Co 0.1%
Value ($000) $370 Shares 3,975 Est. Cost $1582.71 Unrealized
IWM iShares Russell 2000 0.1%
Value ($000) $364 Shares 2,599 Est. Cost $112605.41 Unrealized
MA Mastercard Inc A 0.1%
Value ($000) $358 Shares 2,754 Est. Cost $98.34 Unrealized +15.0%
DNP Select Income 0.1%
Value ($000) $345 Shares 30,442 Est. Cost $9159.84 Unrealized
BlackRock Core Bond 0.1%
Value ($000) $345 Shares 24,356 Est. Cost $8468.84 Unrealized
BB&T Corp 0.1%
Value ($000) $338 Shares 6,983 Est. Cost $5615.33 Unrealized
IGIB iShares Intermediate Credit Bond 0.1%
Value ($000) $329 Shares 2,990 Est. Cost $109.45 Unrealized
RSG Republic Services Inc 0.1%
Value ($000) $320 Shares 4,950 Est. Cost $32.00 Unrealized +72.2%
WWW Wolverine World Wide Inc 0.1%
Value ($000) $318 Shares 11,454 Est. Cost $15.58 Unrealized +36.9%
PSX Phillips 66 0.1%
Value ($000) $316 Shares 3,696 Est. Cost $54.17 Unrealized +3.9%
DUK Duke Energy Corp 0.1%
Value ($000) $315 Shares 3,638 Est. Cost $51.88 Unrealized +13.9%
DG Dollar General Corp 0.1%
Value ($000) $315 Shares 4,204 Est. Cost $68.60 Unrealized -6.1%
DVY iShares Select Dividend 0.1%
Value ($000) $315 Shares 3,391 Est. Cost $79.33 Unrealized
BMY Bristol-Myers Squibb Company 0.1%
Value ($000) $310 Shares 5,533 Est. Cost $39.76 Unrealized +0.3%
MUB iShares National Muni Bond ETF 0.1%
Value ($000) $304 Shares 2,745 Est. Cost $12390.27 Unrealized
Laboratory Corp of America Holdings 0.1%
Value ($000) $298 Shares 1,876 Est. Cost $117044.56 Unrealized
VYM Vanguard High Dividend Yield ETF 0.1%
Value ($000) $298 Shares 3,748 Est. Cost $1872.03 Unrealized
IBB iShares Nasdaq Biotechnology 0.1%
Value ($000) $296 Shares 939 Est. Cost $24794.65 Unrealized
ITOT iShares Core S&P Total US Stock Mkt ETF 0.1%
Value ($000) $295 Shares 5,219 Est. Cost $18281.02 Unrealized
MO Altria Group Inc 0.1%
Value ($000) $294 Shares 4,483 Est. Cost $29.83 Unrealized +31.7%
SO Southern Co 0.1%
Value ($000) $294 Shares 6,030 Est. Cost $31.72 Unrealized +10.6%
WMT Wal-Mart Stores Inc 0.1%
Value ($000) $292 Shares 3,629 Est. Cost $17.42 Unrealized +26.4%
Ishares Gold Trust 0.1%
Value ($000) $285 Shares 23,557 Est. Cost $667.01 Unrealized
Nuveen S&P 500 Buy-Write Income 0.1%
Value ($000) $284 Shares 20,180 Est. Cost $3868.36 Unrealized
AXP American Express Co 0.1%
Value ($000) $284 Shares 3,305 Est. Cost $76.41 Unrealized -8.0%
COP ConocoPhillips 0.1%
Value ($000) $283 Shares 6,207 Est. Cost $40.60 Unrealized -12.6%
XRAY Dentsply Sirona Inc Com 0.1%
Value ($000) $280 Shares 4,548 Est. Cost $58.93 Unrealized +7.2%
XLP Consumer Staples Select Sector SPDR ETF 0.1%
Value ($000) $279 Shares 5,075 Est. Cost $6560.50 Unrealized
SRE Sempra Energy 0.1%
Value ($000) $278 Shares 2,375 Est. Cost $38.47 Unrealized +11.3%
Bombardier Inc 0.1%
Value ($000) $273 Shares 133,200 Est. Cost $1682.64 Unrealized
IEMG iShares Core MSCI Emerging Markets ETF 0.1%
Value ($000) $271 Shares 5,111 Est. Cost $53.02 Unrealized
AWK American Water Works Co Inc 0.1%
Value ($000) $270 Shares 3,325 Est. Cost $43.91 Unrealized +51.9%
SCHP Schwab US TIPS ETF 0.1%
Value ($000) $252 Shares 4,561 Est. Cost $51686.47 Unrealized
HLT Hilton Worldwide Holdings Inc 0.1%
Value ($000) $247 Shares 3,918 Est. Cost $48.81 Unrealized +23.3%
BMO Bank Montreal Que Com 0.1%
Value ($000) $247 Shares 3,298 Est. Cost $40.32 Unrealized +23.8%
IJJ iShares S&P Mid-Cap 400 Value ETF 0.1%
Value ($000) $246 Shares 1,646 Est. Cost $53965.88 Unrealized
Atlantic Capital Bancshares Inc 0.1%
Value ($000) $243 Shares 12,651 Est. Cost $13863.92 Unrealized
SMBK SmartFinancial Inc 0.1%
Value ($000) $236 Shares 9,617 Est. Cost $16.36 Unrealized +40.0%
XLI Industrial Select Sector SPDR ETF 0.1%
Value ($000) $229 Shares 3,327 Est. Cost $28825.10 Unrealized
MDLZ Mondelez International Inc Class A 0.1%
Value ($000) $227 Shares 5,227 Est. Cost $32.81 Unrealized +11.8%
UNP Union Pacific Corp 0.1%
Value ($000) $222 Shares 2,170 Est. Cost $88.15 Unrealized +2.2%
Commerce Union Bancshares Inc 0.1%
Value ($000) $222 Shares 8,788 Est. Cost $14561.25 Unrealized
Guggenheim Total Return Bond ETF 0.1%
Value ($000) $221 Shares 4,222 Est. Cost $12470.44 Unrealized
VVV Valvoline Inc 0.1%
Value ($000) $221 Shares 9,880 Est. Cost $23.16 Unrealized 0.0%
TSLA Tesla Motors Inc 0.1%
Value ($000) $211 Shares 591 Est. Cost $15.18 Unrealized +45.0%
ACN Accenture PLC A 0.1%
Value ($000) $210 Shares 1,610 Est. Cost $90.94 Unrealized +17.8%
IGSB iShares 1-3 Year Credit Bond 0.1%
Value ($000) $206 Shares 1,955 Est. Cost $105.23 Unrealized
KR The Kroger Co 0.1%
Value ($000) $206 Shares 8,542 Est. Cost $26.97 Unrealized -12.4%
BSV Vanguard Short-Term Bond ETF 0.1%
Value ($000) $202 Shares 2,529 Est. Cost $47594.48 Unrealized
VIG Vanguard Dividend Appreciation ETF 0.1%
Value ($000) $201 Shares 2,152 Est. Cost $68191.77 Unrealized
ABBV AbbVie Inc 0.1%
Value ($000) $200 Shares 2,820 Est. Cost $41.39 Unrealized +13.4%
TIP iShares TIPS Bond 0.1%
Value ($000) $197 Shares 1,732 Est. Cost $61187.35 Unrealized
IYT iShares Transportation Average 0.1%
Value ($000) $196 Shares 1,175 Est. Cost $142636.22 Unrealized
XLE Select Sector Spdr Trust Shs Ben Int Energy 0.1%
Value ($000) $194 Shares 2,950 Est. Cost $9955.37 Unrealized
BAC Bank of America Corporation 0.1%
Value ($000) $189 Shares 7,553 Est. Cost $14.23 Unrealized +34.2%
ASH Ashland Global Holdings Inc 0.1%
Value ($000) $188 Shares 2,964 Est. Cost $49.37 Unrealized +11.9%
XLY Select Sector Spdr Fund Shs Ben Consumer Discretionary 0.1%
Value ($000) $188 Shares 2,060 Est. Cost $25568.42 Unrealized
GM General Motors Co 0.1%
Value ($000) $186 Shares 5,260 Est. Cost $25.28 Unrealized +14.9%
BlackRock Inc 0.1%
Value ($000) $180 Shares 423 Est. Cost $92956.36 Unrealized
WABCO Holdings Inc 0.1%
Value ($000) $178 Shares 1,287 Est. Cost $122279.00 Unrealized
C Citigroup Inc 0.1%
Value ($000) $173 Shares 2,510 Est. Cost $41.18 Unrealized +12.8%
IP International Paper Co 0.1%
Value ($000) $172 Shares 3,193 Est. Cost $27.36 Unrealized +27.0%
TSCO Tractor Supply Co 0.1%
Value ($000) $172 Shares 3,010 Est. Cost $12.34 Unrealized -15.7%
IYW Ishares U S Technology Etf 0.1%
Value ($000) $172 Shares 1,175 Est. Cost $104669.70 Unrealized
CHD Church & Dwight Co Inc 0.1%
Value ($000) $170 Shares 3,364 Est. Cost $40.10 Unrealized +14.2%
IUSG Ishares Core U S Growth Etf 0.1%
Value ($000) $169 Shares 3,403 Est. Cost $43241.27 Unrealized
ILMN Illumina Inc 0.1%
Value ($000) $168 Shares 865 Est. Cost $143.27 Unrealized +20.8%
BUD Anheuser-Busch InBev SA/NV 0.1%
Value ($000) $165 Shares 1,375 Est. Cost $112.33 Unrealized
Guggenheim S&P 500 Equal Weight ETF 0.1%
Value ($000) $164 Shares 1,750 Est. Cost $70484.24 Unrealized
PFE Pfizer Inc 0.1%
Value ($000) $163 Shares 4,846 Est. Cost $20.40 Unrealized +5.9%
VNQI Vanguard Global ex-US Real Estate ETF 0.1%
Value ($000) $162 Shares 2,757 Est. Cost $48214.61 Unrealized
FCX Freeport-McMoRan Inc 0.1%
Value ($000) $161 Shares 11,150 Est. Cost $18.87 Unrealized -41.6%
PowerShares S&P 500 High Div Low VolETF 0.1%
Value ($000) $159 Shares 3,923 Est. Cost $14850.78 Unrealized
MAA Mid-America Apartment Communities Inc 0.1%
Value ($000) $156 Shares 1,500 Est. Cost $52.27 Unrealized +46.3%
VOT Vanguard Mid-Cap Growth ETF 0.1%
Value ($000) $156 Shares 1,317 Est. Cost $32978.48 Unrealized
Synovus Financial Corp 0.1%
Value ($000) $155 Shares 3,557 Est. Cost $30827.91 Unrealized
CREF Equity Index R3 0.1%
Value ($000) $153 Shares 752 Est. Cost $203.46 Unrealized
VV Vanguard Large-Cap ETF 0.1%
Value ($000) $153 Shares 1,345 Est. Cost $94709.21 Unrealized
PCH Potlatch Corp 0.1%
Value ($000) $153 Shares 3,150 Est. Cost $1646.23 Unrealized
ENB Enbridge Inc Com 0.1%
Value ($000) $151 Shares 3,636 Est. Cost $24.84 Unrealized -4.1%
XLU Select Sector Spdr Trust The Utilities Select Sector Spdr Trust 0.1%
Value ($000) $149 Shares 2,765 Est. Cost $21582.46 Unrealized
ISHXF Ishares Canadn Govt Bd Idx Etf Unit 0.1%
Value ($000) $141 Shares 8,283 Est. Cost $17736.09 Unrealized
Time Warner Inc 0.1%
Value ($000) $140 Shares 1,364 Est. Cost $86240.51 Unrealized
Magellan Midstream Partners LP 0.1%
Value ($000) $138 Shares 2,000 Est. Cost $82.50 Unrealized
EPD Enterprise Products Partners LP 0.1%
Value ($000) $137 Shares 5,152 Est. Cost $36.03 Unrealized
Mobileye Nv 0.1%
Value ($000) $135 Shares 2,120 Est. Cost $51718.57 Unrealized
BIIB Biogen Inc 0.1%
Value ($000) $133 Shares 462 Est. Cost $323.51 Unrealized -18.3%
FLOT iShares Floating Rate Bond ETF 0.1%
Value ($000) $131 Shares 2,580 Est. Cost $50639.17 Unrealized
SYK Stryker Corp 0.1%
Value ($000) $129 Shares 881 Est. Cost $83.78 Unrealized +48.9%
Splunk Inc 0.1%
Value ($000) $129 Shares 2,154 Est. Cost $32715.80 Unrealized
NJR New Jersey Resources Corp 0.1%
Value ($000) $129 Shares 3,000 Est. Cost $21.03 Unrealized +45.6%
VEA Vanguard FTSE Developed Markets ETF 0.1%
Value ($000) $129 Shares 3,024 Est. Cost $26804.40 Unrealized
NSRGY Nestle SA ADR 0.1%
Value ($000) $126 Shares 1,470 Est. Cost $69226.80 Unrealized
LLY Eli Lilly and Co 0.0%
Value ($000) $123 Shares 1,500 Est. Cost $61.10 Unrealized +16.7%
iShares iBonds Dec 2022 Term Corp ETF 0.0%
Value ($000) $122 Shares 4,845 Est. Cost $25.18 Unrealized
IVW iShares S&P 500 Growth 0.0%
Value ($000) $122 Shares 867 Est. Cost $113859.32 Unrealized
iShares iBonds Dec 2021 Term Corp ETF 0.0%
Value ($000) $121 Shares 4,835 Est. Cost $25.03 Unrealized
VOE Vanguard Mid-Cap Value ETF 0.0%
Value ($000) $121 Shares 1,153 Est. Cost $38384.89 Unrealized
iShares iBonds Dec 2020 Term Corporate 0.0%
Value ($000) $120 Shares 4,703 Est. Cost $25.52 Unrealized
iShares iBonds Dec 2019 Term Corp ETF 0.0%
Value ($000) $119 Shares 4,775 Est. Cost $24.92 Unrealized
iShares iBonds Dec 2018 Term Corporate 0.0%
Value ($000) $119 Shares 4,714 Est. Cost $25.24 Unrealized
SCHX Schwab US Large-Cap ETF 0.0%
Value ($000) $118 Shares 2,000 Est. Cost $904.00 Unrealized
Hanesbrands Inc 0.0%
Value ($000) $115 Shares 4,720 Est. Cost $553.43 Unrealized
ZTS Zoetis Inc 0.0%
Value ($000) $112 Shares 1,800 Est. Cost $41.90 Unrealized +32.0%
SCHZ Schwab US Aggregate Bond ETF 0.0%
Value ($000) $111 Shares 2,125 Est. Cost $13914.03 Unrealized
DHR Danaher Corp 0.0%
Value ($000) $108 Shares 1,333 Est. Cost $35.10 Unrealized +104.5%
C.R. Bard Inc 0.0%
Value ($000) $107 Shares 335 Est. Cost $170699.08 Unrealized
McDermott International Inc 0.0%
Value ($000) $107 Shares 15,940 Est. Cost $4846.44 Unrealized
TM Toyota Motor Corporation Ads 0.0%
Value ($000) $106 Shares 935 Est. Cost $131829.03 Unrealized
BK Bank of New York Mellon Corp 0.0%
Value ($000) $105 Shares 1,937 Est. Cost $32.66 Unrealized +16.2%
SYF Synchrony Financial 0.0%
Value ($000) $102 Shares 3,421 Est. Cost $22.96 Unrealized +4.6%
ITA iShares US Aerospace & Defense ETF 0.0%
Value ($000) $102 Shares 605 Est. Cost $155.07 Unrealized
XLB Materials Select Sector SPDR ETF 0.0%
Value ($000) $102 Shares 1,866 Est. Cost $30801.88 Unrealized
Invesco Mortgage Capital Inc 0.0%
Value ($000) $100 Shares 6,000 Est. Cost $14320.00 Unrealized
BlackRock Taxable Municipal Bond Trust 0.0%
Value ($000) $98 Shares 4,200 Est. Cost $19870.00 Unrealized
HAIN The Hain Celestial Group Inc 0.0%
Value ($000) $97 Shares 2,255 Est. Cost $46.18 Unrealized -21.8%
BND Vanguard Total Bond Market ETF 0.0%
Value ($000) $96 Shares 1,173 Est. Cost $50637.68 Unrealized
FHN First Horizon National Corp 0.0%
Value ($000) $96 Shares 5,386 Est. Cost $10.47 Unrealized +24.8%
SLYV SPDR S&P 600 Small Cap Value ETF 0.0%
Value ($000) $93 Shares 780 Est. Cost $100846.41 Unrealized
RNST Renasant Corp 0.0%
Value ($000) $93 Shares 2,200 Est. Cost $32.41 Unrealized +29.4%
CMI Cummins Inc 0.0%
Value ($000) $92 Shares 575 Est. Cost $100.42 Unrealized +23.3%
Southwestern Energy Co 0.0%
Value ($000) $88 Shares 16,750 Est. Cost $2981.18 Unrealized
NUE Nucor Corp 0.0%
Value ($000) $88 Shares 1,525 Est. Cost $37.41 Unrealized +29.5%
BHB Bar Harbor Bankshares Inc 0.0%
Value ($000) $88 Shares 3,223 Est. Cost $17.63 Unrealized +23.8%
SWKS Skyworks Solutions Inc 0.0%
Value ($000) $87 Shares 850 Est. Cost $61.05 Unrealized +39.3%
ADP Automatic Data Processing Inc 0.0%
Value ($000) $86 Shares 770 Est. Cost $68.39 Unrealized +23.2%
DIA SPDR Dow Jones Industrial Average ETF 0.0%
Value ($000) $86 Shares 390 Est. Cost $175820.00 Unrealized
APD Air Products & Chemicals Inc 0.0%
Value ($000) $85 Shares 575 Est. Cost $105.18 Unrealized +9.2%
EWG iShares MSCI Germany 0.0%
Value ($000) $85 Shares 2,725 Est. Cost $27.68 Unrealized
WM Waste Management Inc 0.0%
Value ($000) $82 Shares 1,080 Est. Cost $40.91 Unrealized +52.8%
XHB SPDR S&P Homebuilders ETF 0.0%
Value ($000) $81 Shares 2,097 Est. Cost $36570.20 Unrealized
CAT Caterpillar Inc 0.0%
Value ($000) $81 Shares 705 Est. Cost $69.13 Unrealized +21.6%
EEM iShares MSCI Emerging Markets 0.0%
Value ($000) $80 Shares 1,815 Est. Cost $33778.43 Unrealized
BP BP PLC ADR 0.0%
Value ($000) $80 Shares 2,203 Est. Cost $34761.73 Unrealized
KRE SPDR S&P Regional Banking ETF 0.0%
Value ($000) $80 Shares 1,450 Est. Cost $39224.49 Unrealized
USB US Bancorp 0.0%
Value ($000) $80 Shares 1,510 Est. Cost $29.92 Unrealized +23.5%
TGT Target Corp 0.0%
Value ($000) $79 Shares 1,380 Est. Cost $59.06 Unrealized -27.9%
Dr Pepper Snapple Group Inc 0.0%
Value ($000) $79 Shares 870 Est. Cost $72900.00 Unrealized
HD Supply Holdings Inc 0.0%
Value ($000) $78 Shares 2,460 Est. Cost $25622.01 Unrealized
FDX FedEx Corp 0.0%
Value ($000) $77 Shares 370 Est. Cost $163.05 Unrealized +4.9%
UNH Unitedhealth Group Inc 0.0%
Value ($000) $75 Shares 387 Est. Cost $99.59 Unrealized +53.3%
BNS Bank of Nova Scotia 0.0%
Value ($000) $75 Shares 1,205 Est. Cost $31.00 Unrealized +18.7%
LNC Lincoln National Corp 0.0%
Value ($000) $74 Shares 1,000 Est. Cost $31.11 Unrealized +49.8%
F Ford Motor Co 0.0%
Value ($000) $73 Shares 6,676 Est. Cost $8.00 Unrealized -11.4%
KMI Kinder Morgan Inc P 0.0%
Value ($000) $72 Shares 3,544 Est. Cost $16.66 Unrealized -25.1%
AEP American Electric Power Co Inc 0.0%
Value ($000) $71 Shares 1,000 Est. Cost $38.89 Unrealized +31.9%
IEV iShares Europe 0.0%
Value ($000) $68 Shares 1,471 Est. Cost $9494.19 Unrealized
IRSHF Ishares Cor S&p Tsx Cp Cmp Etf Unit 0.0%
Value ($000) $67 Shares 3,500 Est. Cost $10536.64 Unrealized
VBK Vanguard Small-Cap Growth ETF 0.0%
Value ($000) $66 Shares 452 Est. Cost $146.02 Unrealized
FTV Fortive Corp Com 0.0%
Value ($000) $66 Shares 979 Est. Cost $31.01 Unrealized +22.5%
ABT Abbott Laboratories 0.0%
Value ($000) $66 Shares 1,349 Est. Cost $36.80 Unrealized +5.7%
XLRE Real Estate Select Sector SPDR 0.0%
Value ($000) $66 Shares 2,012 Est. Cost $4589.11 Unrealized
DLR Digital Realty Trust Inc 0.0%
Value ($000) $65 Shares 568 Est. Cost $76.76 Unrealized +10.4%
EWL iShares MSCI Switzerland Capped 0.0%
Value ($000) $64 Shares 1,850 Est. Cost $32749.73 Unrealized
ALL Allstate Corp 0.0%
Value ($000) $62 Shares 654 Est. Cost $52.54 Unrealized +32.8%
VOD Vodafone Group PLC ADR 0.0%
Value ($000) $62 Shares 2,073 Est. Cost $15680.44 Unrealized
Citrix Systems Inc 0.0%
Value ($000) $62 Shares 796 Est. Cost $70159.81 Unrealized
AFL Aflac Inc 0.0%
Value ($000) $62 Shares 770 Est. Cost $24.64 Unrealized +24.7%
Vectren Corp 0.0%
Value ($000) $61 Shares 1,000 Est. Cost $38480.00 Unrealized
SDY SPDR S&P Dividend ETF 0.0%
Value ($000) $61 Shares 680 Est. Cost $76209.30 Unrealized
Buckeye Partners LP 0.0%
Value ($000) $61 Shares 1,000 Est. Cost $59156.20 Unrealized
TLT Ishares 20 Plus Year Treasury Bond Etf 0.0%
Value ($000) $60 Shares 480 Est. Cost $119224.58 Unrealized
AMZN Amazon.com Inc 0.0%
Value ($000) $59 Shares 60 Est. Cost $36.18 Unrealized +31.9%
Broadcom Ltd 0.0%
Value ($000) $59 Shares 238 Est. Cost $142559.17 Unrealized
EOG EOG Resources Inc 0.0%
Value ($000) $58 Shares 645 Est. Cost $65.40 Unrealized +5.0%
WFC Wells Fargo & Co 0.0%
Value ($000) $58 Shares 1,100 Est. Cost $38.93 Unrealized +8.3%
CAC Camden National Corp 0.0%
Value ($000) $57 Shares 1,386 Est. Cost $19.11 Unrealized +60.5%
BIV Vanguard Intermediate-Term Bond ETF 0.0%
Value ($000) $56 Shares 662 Est. Cost $64657.10 Unrealized
UAA Under Armour Inc A 0.0%
Value ($000) $55 Shares 3,010 Est. Cost $34.21 Unrealized -40.5%
EEMV iShares Edge MSCI Min Vol Emerging Mkts 0.0%
Value ($000) $54 Shares 945 Est. Cost $18042.85 Unrealized
XTL SPDR S&P Telecom ETF 0.0%
Value ($000) $53 Shares 748 Est. Cost $70.86 Unrealized
CBT Cabot Corp 0.0%
Value ($000) $53 Shares 1,000 Est. Cost $34.52 Unrealized +28.5%
Tri-Continental Corporation 0.0%
Value ($000) $53 Shares 2,105 Est. Cost $22.80 Unrealized
AOR iShares Core Growth Allocation ETF 0.0%
Value ($000) $52 Shares 1,173 Est. Cost $44.33 Unrealized
THO Thor Industries Inc 0.0%
Value ($000) $52 Shares 500 Est. Cost $59.82 Unrealized +36.0%
UA Under Armour Inc C 0.0%
Value ($000) $52 Shares 3,104 Est. Cost $37.40 Unrealized -49.6%
DEO Diageo PLC 0.0%
Value ($000) $51 Shares 384 Est. Cost $115945.35 Unrealized
VAC Marriott Vacations Worldwide Corp 0.0%
Value ($000) $51 Shares 444 Est. Cost $85.26 Unrealized +32.4%
Shire PLC 0.0%
Value ($000) $51 Shares 325 Est. Cost $99123.13 Unrealized
Jump Fund II, LP 0.0%
Value ($000) $50 Shares 1 Est. Cost $50000.00 Unrealized
IJT iShares S&P Small-Cap 600 Growth ETF 0.0%
Value ($000) $50 Shares 318 Est. Cost $131173.73 Unrealized
CSL Carlisle Companies Inc 0.0%
Value ($000) $49 Shares 495 Est. Cost $90.68 Unrealized 0.0%
Homebancorp Inc 0.0%
Value ($000) $49 Shares 4,000 Est. Cost $9430.00 Unrealized
Guggenheim S&P Spin-Off ETF 0.0%
Value ($000) $48 Shares 985 Est. Cost $44.76 Unrealized
ASTE Astec Industries Inc 0.0%
Value ($000) $48 Shares 1,000 Est. Cost $36.44 Unrealized +46.8%
MS Morgan Stanley 0.0%
Value ($000) $48 Shares 1,000 Est. Cost $28.24 Unrealized +18.8%
AMP Ameriprise Financial Inc 0.0%
Value ($000) $46 Shares 310 Est. Cost $101.78 Unrealized +5.4%
SCHM Schwab US Mid-Cap ETF 0.0%
Value ($000) $46 Shares 932 Est. Cost $39432.06 Unrealized
WPX Energy Inc Class A 0.0%
Value ($000) $45 Shares 4,333 Est. Cost $12215.50 Unrealized
NYF iShares New York Muni Bond ETF 0.0%
Value ($000) $45 Shares 400 Est. Cost $89662.80 Unrealized
TBT ProShares UltraShort 20 Year Treasury 0.0%
Value ($000) $44 Shares 1,220 Est. Cost $40.39 Unrealized
United States Treasury Strip Coupon 0.0%
Value ($000) $44 Shares 46,000 Est. Cost $0.96 Unrealized
MWA Mueller Water Products, Inc. 0.0%
Value ($000) $44 Shares 3,525 Est. Cost $9.12 Unrealized +8.9%
XIFR NextEra Energy Partners LP 0.0%
Value ($000) $43 Shares 1,075 Est. Cost $26.14 Unrealized +31.7%
SCZ iShares MSCI EAFE Small-Cap 0.0%
Value ($000) $43 Shares 714 Est. Cost $1005.12 Unrealized
MKC McCormick & Co Inc Non-Voting 0.0%
Value ($000) $42 Shares 440 Est. Cost $31.80 Unrealized +35.0%
AZN Astrazeneca Plc Each Ads Representing 1/2 Of An Ordinary Share 0.0%
Value ($000) $42 Shares 1,378 Est. Cost $35218.54 Unrealized
Canadian Pacific Railway Ltd 0.0%
Value ($000) $41 Shares 265 Est. Cost $192.86 Unrealized
Merrill Lynch Capital Trust III 0.0%
Value ($000) $40 Shares 1,509 Est. Cost $26.51 Unrealized
BWXT Bwx Technologies Inc 0.0%
Value ($000) $40 Shares 750 Est. Cost $20.82 Unrealized +109.8%
Deutsche Bank Contingent Capital Trust V 0.0%
Value ($000) $40 Shares 1,493 Est. Cost $26.79 Unrealized
USIG iShares US Credit Bond 0.0%
Value ($000) $40 Shares 355 Est. Cost $61214.55 Unrealized
PGR Progressive Corp 0.0%
Value ($000) $40 Shares 840 Est. Cost $20.09 Unrealized +59.7%
VSS Vanguard FTSE All-World ex-US Sm-Cp ETF 0.0%
Value ($000) $40 Shares 358 Est. Cost $87700.68 Unrealized
Allergan plc 0.0%
Value ($000) $40 Shares 166 Est. Cost $266926.80 Unrealized
GILD Gilead Sciences Inc 0.0%
Value ($000) $40 Shares 540 Est. Cost $73.58 Unrealized -34.3%
TXT Textron Inc 0.0%
Value ($000) $39 Shares 800 Est. Cost $44.73 Unrealized +4.0%
ISDJF Ishares Cad Select Dvd Idx Etf Unit 0.0%
Value ($000) $39 Shares 2,000 Est. Cost $18769.50 Unrealized
Pioneer Natural Resources Co 0.0%
Value ($000) $39 Shares 286 Est. Cost $138688.81 Unrealized
DLTR Dollar Tree Inc 0.0%
Value ($000) $39 Shares 525 Est. Cost $78.54 Unrealized -1.7%
MOBILEYE N V XXX SUBMITTED FOR TENDER AMSTELVEEN 0.0%
Value ($000) $39 Shares 614 Est. Cost $63.52 Unrealized
Public Storage 0.0%
Value ($000) $38 Shares 1,500 Est. Cost $25.33 Unrealized
CBRE CBRE Group Inc 0.0%
Value ($000) $38 Shares 1,015 Est. Cost $30.23 Unrealized +15.1%
Apollo Global Management LLC Class A 0.0%
Value ($000) $38 Shares 1,315 Est. Cost $28.90 Unrealized
Cardno Ltd 0.0%
Value ($000) $37 Shares 39,455 Est. Cost $0.94 Unrealized
Kansas City Southern 0.0%
Value ($000) $37 Shares 360 Est. Cost $70119.98 Unrealized
VXF Vanguard Extended Market ETF 0.0%
Value ($000) $37 Shares 357 Est. Cost $73683.13 Unrealized
VXUS Vanguard Total International Stock ETF 0.0%
Value ($000) $37 Shares 689 Est. Cost $45072.99 Unrealized
ESLT Elbit Systems Ltd 0.0%
Value ($000) $36 Shares 285 Est. Cost $92.09 Unrealized +19.3%
SDG iShares MSCI Global Impact ETF 0.0%
Value ($000) $36 Shares 655 Est. Cost $54.96 Unrealized
Guggenheim S&P Global Water ETF 0.0%
Value ($000) $36 Shares 1,056 Est. Cost $28579.69 Unrealized
FPX First Trust US Equity Opportunities ETF 0.0%
Value ($000) $36 Shares 597 Est. Cost $37214.42 Unrealized
VCIT Vanguard Intermediate-Term Corp Bd ETF 0.0%
Value ($000) $35 Shares 399 Est. Cost $31666.02 Unrealized
BAX Baxter International Inc 0.0%
Value ($000) $35 Shares 590 Est. Cost $31.47 Unrealized +56.0%
HEEM iShares Currency Hedged MSCI Emerg Mkts 0.0%
Value ($000) $34 Shares 1,350 Est. Cost $18890.29 Unrealized
BNDX Vanguard Total International Bond ETF 0.0%
Value ($000) $34 Shares 615 Est. Cost $2855.09 Unrealized
Aqua America Inc 0.0%
Value ($000) $34 Shares 1,000 Est. Cost $24490.00 Unrealized
GlaxoSmithKline PLC ADR 0.0%
Value ($000) $34 Shares 830 Est. Cost $41604.57 Unrealized
JD JD.com Inc ADR 0.0%
Value ($000) $34 Shares 728 Est. Cost $32.02 Unrealized
PK Park hotels and Resorts INC 0.0%
Value ($000) $33 Shares 1,258 Est. Cost $27.69 Unrealized
MFC Manulife Financial Corp 0.0%
Value ($000) $33 Shares 1,592 Est. Cost $16.82 Unrealized +4.8%
RHI Robert Half International Inc 0.0%
Value ($000) $32 Shares 730 Est. Cost $43.42 Unrealized +7.7%
SPYX SPDR S&P 500 Fossil Fuel Rsrv Free ETF 0.0%
Value ($000) $32 Shares 538 Est. Cost $20059.54 Unrealized
Total System Services Inc 0.0%
Value ($000) $32 Shares 500 Est. Cost $41770.00 Unrealized
TFI SPDR Nuveen Blmbg Barclays Muni Bd ETF 0.0%
Value ($000) $32 Shares 650 Est. Cost $49336.92 Unrealized
Agrium Inc 0.0%
Value ($000) $32 Shares 315 Est. Cost $105949.75 Unrealized
ORCL Oracle Corp 0.0%
Value ($000) $32 Shares 650 Est. Cost $37.00 Unrealized +8.4%
MCK McKesson Corp 0.0%
Value ($000) $32 Shares 210 Est. Cost $193.34 Unrealized -26.8%
AA Alcoa Corp 0.0%
Value ($000) $31 Shares 823 Est. Cost $25.90 Unrealized +19.6%
PRLB Proto Labs Inc 0.0%
Value ($000) $31 Shares 425 Est. Cost $70.59 Unrealized -14.4%
CCEP Coca-Cola European Partners PLC 0.0%
Value ($000) $31 Shares 700 Est. Cost $28.83 Unrealized +7.4%
AIR AAR Corp 0.0%
Value ($000) $31 Shares 850 Est. Cost $24.80 Unrealized +36.5%
EWW iShares MSCI Mexico Capped 0.0%
Value ($000) $31 Shares 550 Est. Cost $13018.93 Unrealized
Enbridge Energy Partners LP 0.0%
Value ($000) $31 Shares 2,050 Est. Cost $24108.38 Unrealized
TOL Toll Brothers Inc 0.0%
Value ($000) $30 Shares 750 Est. Cost $37.23 Unrealized +0.2%
MHK Mohawk Industries Inc 0.0%
Value ($000) $29 Shares 114 Est. Cost $184.98 Unrealized +27.6%
KN Knowles Corp 0.0%
Value ($000) $29 Shares 1,850 Est. Cost $19.39 Unrealized -7.2%
PowerShares Dividend Achievers ETF 0.0%
Value ($000) $29 Shares 1,200 Est. Cost $20709.47 Unrealized
EFV iShares MSCI EAFE Value 0.0%
Value ($000) $29 Shares 544 Est. Cost $53.31 Unrealized
PRGO Perrigo Co PLC 0.0%
Value ($000) $29 Shares 427 Est. Cost $151.87 Unrealized -52.8%
VGK Vanguard FTSE Europe ETF 0.0%
Value ($000) $29 Shares 500 Est. Cost $48335.98 Unrealized
WMMVY Wal - Mart de Mexico SAB de CV 0.0%
Value ($000) $28 Shares 1,152 Est. Cost $24466.54 Unrealized
IWB iShares Russell 1000 0.0%
Value ($000) $28 Shares 203 Est. Cost $28197.56 Unrealized
AAL American Airlines Group Inc 0.0%
Value ($000) $28 Shares 542 Est. Cost $43.35 Unrealized +4.0%
VLO Valero Energy Corp 0.0%
Value ($000) $27 Shares 400 Est. Cost $38.94 Unrealized +18.2%
SUB iShares Short-Term National Muni Bond 0.0%
Value ($000) $27 Shares 250 Est. Cost $105668.00 Unrealized
Tableau Software Inc 0.0%
Value ($000) $27 Shares 375 Est. Cost $66344.25 Unrealized
PowerShares Dynamic Building & Const ETF 0.0%
Value ($000) $26 Shares 875 Est. Cost $24605.43 Unrealized
EPP iShares MSCI Pacific ex Japan 0.0%
Value ($000) $26 Shares 560 Est. Cost $43400.00 Unrealized
LPX Louisiana-Pacific Corp 0.0%
Value ($000) $26 Shares 1,050 Est. Cost $16.99 Unrealized +43.4%
VTIP Vanguard Short-Term Infl-Prot Secs ETF 0.0%
Value ($000) $25 Shares 502 Est. Cost $48679.81 Unrealized
California Resources Corp 0.0%
Value ($000) $25 Shares 3,494 Est. Cost $11392.08 Unrealized
Bank of New York Mellon Corp 0.0%
Value ($000) $25 Shares 1,000 Est. Cost $25.00 Unrealized
OMC Omnicom Group Inc 0.0%
Value ($000) $25 Shares 320 Est. Cost $49.25 Unrealized +24.7%
BOND PIMCO Active Bond ETF 0.0%
Value ($000) $24 Shares 225 Est. Cost $107000.00 Unrealized
Kellogg Co 0.0%
Value ($000) $24 Shares 346 Est. Cost $41.63 Unrealized +18.0%
SPDR Blmbg Barclays High Yield Bd ETF 0.0%
Value ($000) $24 Shares 655 Est. Cost $3629.38 Unrealized
Royal Dutch Shell PLC 0.0%
Value ($000) $24 Shares 415 Est. Cost $56850.46 Unrealized
CBL & Associates Properties Inc 0.0%
Value ($000) $24 Shares 1,000 Est. Cost $24.00 Unrealized
IRBTQ iRobot Corp 0.0%
Value ($000) $23 Shares 225 Est. Cost $32.80 Unrealized +162.9%
VOO Vanguard 500 ETF 0.0%
Value ($000) $23 Shares 100 Est. Cost $187740.00 Unrealized
ING Groep NV 0.0%
Value ($000) $23 Shares 868 Est. Cost $26.50 Unrealized
COST Costco Wholesale Corp 0.0%
Value ($000) $23 Shares 150 Est. Cost $109.42 Unrealized +38.0%
UNFI United Natural Foods Inc 0.0%
Value ($000) $22 Shares 590 Est. Cost $65.91 Unrealized -39.1%
NXPI NXP Semiconductors NV 0.0%
Value ($000) $22 Shares 200 Est. Cost $86.16 Unrealized +10.5%
KSA iShares MSCI Saudi Arabia Capped ETF 0.0%
Value ($000) $21 Shares 811 Est. Cost $25.89 Unrealized
iShares Floating Rate ETF 0.0%
Value ($000) $21 Shares 1,300 Est. Cost $12395.08 Unrealized
SPSB SPDR Blmbg Barclays ST Corp Bd ETF 0.0%
Value ($000) $21 Shares 697 Est. Cost $30.13 Unrealized
EPR EPR Properties 0.0%
Value ($000) $21 Shares 300 Est. Cost $54780.00 Unrealized
UAL United Continental Holdings Inc 0.0%
Value ($000) $21 Shares 300 Est. Cost $57.89 Unrealized +30.4%
Southern Co Jr Sub Nt 76 0.0%
Value ($000) $20 Shares 800 Est. Cost $25.00 Unrealized
FLR Fluor Corp 0.0%
Value ($000) $20 Shares 500 Est. Cost $47.72 Unrealized -6.5%
SCHE Schwab Emerging Markets Equity ETF 0.0%
Value ($000) $20 Shares 756 Est. Cost $335.59 Unrealized
AYI Acuity Brands Inc 0.0%
Value ($000) $20 Shares 99 Est. Cost $169.64 Unrealized +1.1%
QAI IQ Hedge Multi-Strategy Tracker ETF 0.0%
Value ($000) $20 Shares 675 Est. Cost $21452.13 Unrealized
CF CF Industries Holdings Inc 0.0%
Value ($000) $20 Shares 625 Est. Cost $18.89 Unrealized +16.5%
EQT EQT Corp 0.0%
Value ($000) $20 Shares 325 Est. Cost $43.09 Unrealized -32.2%
EFAV iShares Edge MSCI Min Vol EAFE ETF 0.0%
Value ($000) $20 Shares 278 Est. Cost $59240.51 Unrealized
IWS iShares Russell Mid-Cap Value ETF 0.0%
Value ($000) $20 Shares 235 Est. Cost $73870.08 Unrealized
Southwest Georgia Financial Corp 0.0%
Value ($000) $20 Shares 1,027 Est. Cost $14129.50 Unrealized
ISHQF Ishares High Qual Cdn Bd Etf Com Unit 0.0%
Value ($000) $20 Shares 1,200 Est. Cost $16862.50 Unrealized
Mazor Robotics Ltd 0.0%
Value ($000) $20 Shares 545 Est. Cost $36.70 Unrealized
VDE Vanguard Energy ETF 0.0%
Value ($000) $20 Shares 225 Est. Cost $72173.18 Unrealized
SLV iShares Silver Trust 0.0%
Value ($000) $19 Shares 1,225 Est. Cost $11799.02 Unrealized
Nordstrom Inc 0.0%
Value ($000) $19 Shares 410 Est. Cost $5039.11 Unrealized
Nuance Communications Inc 0.0%
Value ($000) $19 Shares 1,100 Est. Cost $14.20 Unrealized
WAB Westinghouse Air Brake Technologies Corp 0.0%
Value ($000) $19 Shares 255 Est. Cost $79.19 Unrealized 0.0%
Treehouse Foods Inc 0.0%
Value ($000) $19 Shares 250 Est. Cost $76.00 Unrealized
HCP Inc 0.0%
Value ($000) $18 Shares 600 Est. Cost $30.00 Unrealized
AVT Avnet Inc 0.0%
Value ($000) $18 Shares 480 Est. Cost $33.33 Unrealized -3.1%
DSI iShares MSCI KLD 400 Social ETF 0.0%
Value ($000) $18 Shares 200 Est. Cost $76070.00 Unrealized
LogMeIn Inc 0.0%
Value ($000) $18 Shares 160 Est. Cost $100.00 Unrealized
Express Scripts Holding Co 0.0%
Value ($000) $18 Shares 281 Est. Cost $83650.81 Unrealized
Hillenbrand Inc 0.0%
Value ($000) $18 Shares 500 Est. Cost $30700.00 Unrealized
ZBH Zimmer Biomet Holdings Inc 0.0%
Value ($000) $18 Shares 155 Est. Cost $102.73 Unrealized +7.6%
JCI Johnson Controls International PLC 0.0%
Value ($000) $17 Shares 428 Est. Cost $33.21 Unrealized +3.4%
TMO Thermo Fisher Scientific Inc 0.0%
Value ($000) $17 Shares 95 Est. Cost $133.51 Unrealized +22.9%
BTG PLC 0.0%
Value ($000) $17 Shares 2,000 Est. Cost $9649.95 Unrealized
CMCSA Comcast Corp Class A 0.0%
Value ($000) $17 Shares 434 Est. Cost $28.37 Unrealized +12.5%
SCANA Corp 0.0%
Value ($000) $17 Shares 262 Est. Cost $50648.86 Unrealized
IDV iShares International Select Dividend 0.0%
Value ($000) $17 Shares 500 Est. Cost $32329.81 Unrealized
IFF International Flavors & Fragrances Inc 0.0%
Value ($000) $16 Shares 120 Est. Cost $91.14 Unrealized +19.5%
TD Toronto Dominion Bk Ont Com New 0.0%
Value ($000) $16 Shares 323 Est. Cost $46.11 Unrealized +4.6%
CLX Clorox Co 0.0%
Value ($000) $16 Shares 120 Est. Cost $80.03 Unrealized +31.6%
CNC Centene Corp 0.0%
Value ($000) $16 Shares 200 Est. Cost $35.91 Unrealized +5.1%
MET MetLife Inc 0.0%
Value ($000) $15 Shares 287 Est. Cost $34.01 Unrealized +1.8%
Time Inc 0.0%
Value ($000) $15 Shares 1,125 Est. Cost $14662.72 Unrealized
RCI Rogers Communications Inc 0.0%
Value ($000) $15 Shares 300 Est. Cost $37.17 Unrealized +24.3%
CYSXF Ishares S&p/Tsx Cdn Pfd Sh Ind Com Unit 0.0%
Value ($000) $15 Shares 1,300 Est. Cost $6705.48 Unrealized
BSAC Banco Santander Chile 0.0%
Value ($000) $15 Shares 519 Est. Cost $20248.56 Unrealized
Viacom Inc 0.0%
Value ($000) $15 Shares 503 Est. Cost $64638.86 Unrealized
XSHCF iShares Core Canadian ST Corp Maple Bd 0.0%
Value ($000) $14 Shares 750 Est. Cost $20.00 Unrealized
MASI Masimo Corp 0.0%
Value ($000) $14 Shares 160 Est. Cost $57.01 Unrealized +61.1%
VIGI Vanguard Intl Div Apprec ETF 0.0%
Value ($000) $14 Shares 225 Est. Cost $62.22 Unrealized
EWA iShares MSCI Australia 0.0%
Value ($000) $14 Shares 635 Est. Cost $21029.82 Unrealized
TPH TRI Pointe Group Inc 0.0%
Value ($000) $14 Shares 1,035 Est. Cost $14.17 Unrealized -12.0%
MOAT VanEck Vectors Morningstar Wide Moat ETF 0.0%
Value ($000) $13 Shares 320 Est. Cost $32518.75 Unrealized
Broad Street Ventures 0.0%
Value ($000) $13 Shares 115,000 Est. Cost $108.70 Unrealized
SUSA iShares MSCI USA ESG Select ETF 0.0%
Value ($000) $13 Shares 125 Est. Cost $85104.00 Unrealized
IYH iShares U.S. Healthcare ETF 0.0%
Value ($000) $13 Shares 75 Est. Cost $158720.00 Unrealized
United States Treasury Strip Coupon 0.0%
Value ($000) $12 Shares 12,000 Est. Cost $1.00 Unrealized
EQ/GAMCO Small Company Value 0.0%
Value ($000) $12 Shares 36 Est. Cost $333.33 Unrealized
TCTZF Tencent Holdings Ltd 0.0%
Value ($000) $12 Shares 300 Est. Cost $33.25 Unrealized 0.0%
IWD iShares Russell 1000 Value 0.0%
Value ($000) $12 Shares 100 Est. Cost $97860.00 Unrealized
LITE Lumentum Holdings Inc 0.0%
Value ($000) $12 Shares 211 Est. Cost $17.80 Unrealized +201.2%
PH Parker Hannifin Corp 0.0%
Value ($000) $12 Shares 75 Est. Cost $101.50 Unrealized +37.0%
FLRN SPDR Blmbg Barclays Inv Grd Flt Rt ETF 0.0%
Value ($000) $12 Shares 400 Est. Cost $24898.13 Unrealized
Bioverativ Inc Com 0.0%
Value ($000) $12 Shares 208 Est. Cost $55.78 Unrealized
COKE Coca-Cola Bottling Co Consolidated 0.0%
Value ($000) $12 Shares 50 Est. Cost $11.15 Unrealized +82.1%
Microsemi Corp 0.0%
Value ($000) $12 Shares 225 Est. Cost $38020.00 Unrealized
VIAV Viavi Solutions Inc 0.0%
Value ($000) $11 Shares 1,050 Est. Cost $6.06 Unrealized +77.7%
AVY Avery Dennison Corp 0.0%
Value ($000) $11 Shares 115 Est. Cost $47.65 Unrealized +50.6%
VHT Vanguard Health Care ETF 0.0%
Value ($000) $11 Shares 75 Est. Cost $139960.00 Unrealized
AOS A.O. Smith Corp 0.0%
Value ($000) $11 Shares 200 Est. Cost $34.48 Unrealized +35.0%
iShares Edge MSCI Multifactor Canada 0.0%
Value ($000) $11 Shares 500 Est. Cost $22.00 Unrealized
iShares Russell 2000 Growth ETF 0.0%
Value ($000) $11 Shares 581 Est. Cost $16342.67 Unrealized
PureFunds ISE Cyber Security ETF 0.0%
Value ($000) $11 Shares 380 Est. Cost $23888.89 Unrealized
USMV iShares Edge MSCI Min Vol USA 0.0%
Value ($000) $10 Shares 195 Est. Cost $44060.38 Unrealized
INTU Intuit Inc 0.0%
Value ($000) $10 Shares 75 Est. Cost $112.43 Unrealized +8.5%
PowerShares S&P Intl Dev Low Volatil ETF 0.0%
Value ($000) $10 Shares 300 Est. Cost $20516.67 Unrealized
Wyndham Worldwide Corp 0.0%
Value ($000) $10 Shares 100 Est. Cost $81909.09 Unrealized
FEZ SPDR EURO STOXX 50 ETF 0.0%
Value ($000) $10 Shares 250 Est. Cost $31169.74 Unrealized
HGV Hilton Grand Vacations Inc 0.0%
Value ($000) $10 Shares 279 Est. Cost $28.17 Unrealized +22.5%
Target Retirement 2040 Trust Plus 0.0%
Value ($000) $10 Shares 184 Est. Cost $54.35 Unrealized
PSMT Pricesmart Inc 0.0%
Value ($000) $10 Shares 114 Est. Cost $73.63 Unrealized +6.7%
iShares Russell 2000 Growth ETF 0.0%
Value ($000) $10 Shares 505 Est. Cost $16315.48 Unrealized
IRM Iron Mountain Inc 0.0%
Value ($000) $10 Shares 273 Est. Cost $19.10 Unrealized +13.0%
PCAR PACCAR Inc 0.0%
Value ($000) $10 Shares 140 Est. Cost $32.11 Unrealized -3.7%
Royal Dutch Shell PLC 0.0%
Value ($000) $10 Shares 164 Est. Cost $54.88 Unrealized
LUV Southwest Airlines Co 0.0%
Value ($000) $10 Shares 185 Est. Cost $34.60 Unrealized +51.2%
ISLDF iShares 1-10 Year Laddered Corp Bd Comm 0.0%
Value ($000) $10 Shares 500 Est. Cost $20.00 Unrealized
CRM Salesforce.com Inc 0.0%
Value ($000) $9 Shares 100 Est. Cost $70.36 Unrealized +22.3%
Realogy Holdings Corp 0.0%
Value ($000) $9 Shares 275 Est. Cost $35682.38 Unrealized
ITSXF Ishares S&p Tsx Cp Fnl Idx Etf Unit 0.0%
Value ($000) $9 Shares 300 Est. Cost $24560.00 Unrealized
IGF iShares Global Infrastructure 0.0%
Value ($000) $9 Shares 205 Est. Cost $43.90 Unrealized
ICE Intercontinental Exchange Inc 0.0%
Value ($000) $9 Shares 135 Est. Cost $47.52 Unrealized +15.6%
KBE SPDR S&P Bank ETF 0.0%
Value ($000) $9 Shares 205 Est. Cost $36258.54 Unrealized
PowerShares Global Water ETF 0.0%
Value ($000) $9 Shares 380 Est. Cost $23.68 Unrealized
CREF Equity Index R3 0.0%
Value ($000) $9 Shares 43 Est. Cost $209.30 Unrealized
PowerShares S&P Intl Dev Hi Div Low Vltl 0.0%
Value ($000) $8 Shares 260 Est. Cost $30.77 Unrealized
IXJ iShares Global Healthcare 0.0%
Value ($000) $8 Shares 75 Est. Cost $108720.00 Unrealized
PowerShares Water Resources ETF 0.0%
Value ($000) $8 Shares 300 Est. Cost $24948.65 Unrealized
ROK Rockwell Automation Inc 0.0%
Value ($000) $8 Shares 47 Est. Cost $92.42 Unrealized +45.5%
PPL PPL Corp 0.0%
Value ($000) $8 Shares 203 Est. Cost $24.04 Unrealized +9.3%
iShares Russell 2000 Growth ETF 0.0%
Value ($000) $8 Shares 423 Est. Cost $16367.52 Unrealized
VRTX Vertex Pharmaceuticals Inc 0.0%
Value ($000) $8 Shares 50 Est. Cost $125.98 Unrealized -4.4%
EPC Edgewell Personal Care 0.0%
Value ($000) $8 Shares 110 Est. Cost $73.69 Unrealized -9.0%
Arconic Inc 0.0%
Value ($000) $8 Shares 310 Est. Cost $21.79 Unrealized
OKE ONEOK Inc 0.0%
Value ($000) $8 Shares 147 Est. Cost $30.31 Unrealized 0.0%
Stericycle Inc 0.0%
Value ($000) $8 Shares 100 Est. Cost $4393.34 Unrealized
PFG Principal Financial Group Inc 0.0%
Value ($000) $7 Shares 100 Est. Cost $43.60 Unrealized +4.7%
Juniper Networks Inc 0.0%
Value ($000) $7 Shares 250 Est. Cost $28.00 Unrealized
STZ Constellation Brands Inc 0.0%
Value ($000) $7 Shares 35 Est. Cost $101.24 Unrealized +53.8%
BTI British American Tobacco PLC 0.0%
Value ($000) $7 Shares 102 Est. Cost $55073.53 Unrealized
Mylan Nv 0.0%
Value ($000) $7 Shares 200 Est. Cost $67860.00 Unrealized
IVE iShares S&P 500 Value 0.0%
Value ($000) $7 Shares 70 Est. Cost $92200.00 Unrealized
ROST Ross Stores Inc 0.0%
Value ($000) $7 Shares 130 Est. Cost $61.17 Unrealized -6.4%
CREF Social Choice R3 0.0%
Value ($000) $7 Shares 30 Est. Cost $233.33 Unrealized
Stonemor Partners LP 0.0%
Value ($000) $7 Shares 1,000 Est. Cost $6035.60 Unrealized
Energen Corp 0.0%
Value ($000) $7 Shares 150 Est. Cost $68300.00 Unrealized
CALM Cal-Maine Foods Inc 0.0%
Value ($000) $7 Shares 200 Est. Cost $39.82 Unrealized -26.8%
IYG iShares US Financial Services ETF 0.0%
Value ($000) $7 Shares 60 Est. Cost $94000.00 Unrealized
CCL Carnival Corp 0.0%
Value ($000) $7 Shares 100 Est. Cost $50.33 Unrealized +12.1%
iShares S&P/TSX Capped Info Tech ETF 0.0%
Value ($000) $7 Shares 450 Est. Cost $14.57 Unrealized
NWL Newell Brands Inc 0.0%
Value ($000) $7 Shares 129 Est. Cost $28.21 Unrealized +22.5%
ACWX iShares MSCI ACWI ex US ETF 0.0%
Value ($000) $7 Shares 151 Est. Cost $39046.36 Unrealized
PIMCO Dynamic Credit and Mortgage Inc 0.0%
Value ($000) $6 Shares 250 Est. Cost $20.62 Unrealized
Discover Financial Services 0.0%
Value ($000) $6 Shares 97 Est. Cost $53491.44 Unrealized
IWN iShares Russell 2000 Value 0.0%
Value ($000) $5 Shares 45 Est. Cost $101235.03 Unrealized
CDK Global Inc 0.0%
Value ($000) $5 Shares 86 Est. Cost $54505.54 Unrealized
BKD Brookdale Senior Living Inc 0.0%
Value ($000) $5 Shares 350 Est. Cost $16.80 Unrealized -17.7%
VFC VF Corp 0.0%
Value ($000) $5 Shares 85 Est. Cost $61.20 Unrealized -15.7%
iShares Russell 2000 Growth ETF 0.0%
Value ($000) $5 Shares 270 Est. Cost $16307.41 Unrealized
CBS Corp Class B 0.0%
Value ($000) $5 Shares 75 Est. Cost $55493.33 Unrealized
SHW Sherwin-Williams Co 0.0%
Value ($000) $5 Shares 15 Est. Cost $92.99 Unrealized +11.3%
Encana Corp 0.0%
Value ($000) $5 Shares 525 Est. Cost $8399.36 Unrealized
Fannie Mae 0.0%
Value ($000) $5 Shares 807 Est. Cost $6.20 Unrealized
Inovio Pharmaceuticals Inc 0.0%
Value ($000) $5 Shares 800 Est. Cost $6.25 Unrealized
BWA BorgWarner Inc 0.0%
Value ($000) $5 Shares 100 Est. Cost $26.08 Unrealized +21.7%
HSIC Henry Schein Inc 0.0%
Value ($000) $5 Shares 30 Est. Cost $64.97 Unrealized +7.3%
TXN Texas Instruments Inc 0.0%
Value ($000) $5 Shares 60 Est. Cost $60.64 Unrealized +4.1%
Whole Foods Market Inc 0.0%
Value ($000) $4 Shares 100 Est. Cost $39436.36 Unrealized
Concho Resources Inc 0.0%
Value ($000) $4 Shares 30 Est. Cost $133.33 Unrealized
RGR Sturm Ruger & Co Inc 0.0%
Value ($000) $4 Shares 75 Est. Cost $54.45 Unrealized +14.1%
SodaStream International Ltd 0.0%
Value ($000) $4 Shares 70 Est. Cost $21128.57 Unrealized
WOOD iShares Global Timber & Forestry ETF 0.0%
Value ($000) $4 Shares 65 Est. Cost $52539.54 Unrealized
IPO Renaissance IPO ETF 0.0%
Value ($000) $4 Shares 150 Est. Cost $21327.73 Unrealized
EZU iShares MSCI Eurozone 0.0%
Value ($000) $4 Shares 100 Est. Cost $638.21 Unrealized
NFLX Netflix Inc 0.0%
Value ($000) $4 Shares 23 Est. Cost $11.85 Unrealized +29.8%
LVIP MFS INTERNATIONAL GROWTH 0.0%
Value ($000) $4 Shares 332 Est. Cost $12.05 Unrealized
TV Grupo Televisa SAB 0.0%
Value ($000) $4 Shares 150 Est. Cost $12957.78 Unrealized
IPAC iShares Core MSCI Pacific ETF 0.0%
Value ($000) $4 Shares 64 Est. Cost $62.50 Unrealized
Scripps Networks Interactive Inc A 0.0%
Value ($000) $4 Shares 50 Est. Cost $75.22 Unrealized
EIS iShares MSCI Israel Capped 0.0%
Value ($000) $4 Shares 75 Est. Cost $51426.67 Unrealized
iShares Russell 2000 Growth ETF 0.0%
Value ($000) $4 Shares 185 Est. Cost $16336.96 Unrealized
VMware Inc 0.0%
Value ($000) $3 Shares 35 Est. Cost $85738.03 Unrealized
Wright Medical Group N V 0.0%
Value ($000) $3 Shares 100 Est. Cost $24180.00 Unrealized
DKS Dick's Sporting Goods Inc 0.0%
Value ($000) $3 Shares 85 Est. Cost $41.47 Unrealized -15.9%
Snyder's-Lance Inc 0.0%
Value ($000) $3 Shares 77 Est. Cost $31467.53 Unrealized
Cerner Corp 0.0%
Value ($000) $3 Shares 40 Est. Cost $69050.00 Unrealized
TRIP TripAdvisor Inc 0.0%
Value ($000) $3 Shares 75 Est. Cost $72.31 Unrealized -49.1%
EXI iShares Global Industrials ETF 0.0%
Value ($000) $3 Shares 30 Est. Cost $70233.34 Unrealized
Barrick Gold Corp 0.0%
Value ($000) $3 Shares 160 Est. Cost $10656.25 Unrealized
K2M Group Holdings Inc 0.0%
Value ($000) $3 Shares 115 Est. Cost $24017.39 Unrealized
EWY iShares MSCI South Korea Capped 0.0%
Value ($000) $3 Shares 50 Est. Cost $43770.93 Unrealized
El Paso Energy Capital Trust I 0.0%
Value ($000) $3 Shares 60 Est. Cost $49000.00 Unrealized
SCHW Charles Schwab Corp 0.0%
Value ($000) $3 Shares 60 Est. Cost $36.81 Unrealized -2.9%
SCHG Schwab US Large-Cap Growth ETF 0.0%
Value ($000) $3 Shares 40 Est. Cost $52229.95 Unrealized
SCHF Schwab International Equity ETF 0.0%
Value ($000) $3 Shares 79 Est. Cost $26861.70 Unrealized
Red Hat Inc 0.0%
Value ($000) $3 Shares 35 Est. Cost $78868.30 Unrealized
Bed Bath & Beyond Inc 0.0%
Value ($000) $3 Shares 95 Est. Cost $68978.95 Unrealized
NVO Novo Nordisk A/S 0.0%
Value ($000) $3 Shares 75 Est. Cost $54760.00 Unrealized
Volkswagen AG 0.0%
Value ($000) $3 Shares 100 Est. Cost $46250.00 Unrealized
GOVT iShares US Treasury Bond 0.0%
Value ($000) $3 Shares 117 Est. Cost $5541.53 Unrealized
DXJ WisdomTree Japan Hedged Equity ETF 0.0%
Value ($000) $3 Shares 50 Est. Cost $57200.00 Unrealized
CC The Chemours Co 0.0%
Value ($000) $3 Shares 60 Est. Cost $7.40 Unrealized +290.5%
Versum Materials Inc 0.0%
Value ($000) $3 Shares 87 Est. Cost $17245.51 Unrealized
LYG Lloyds Banking Group PLC 0.0%
Value ($000) $3 Shares 907 Est. Cost $4599.78 Unrealized
Gigamon Inc 0.0%
Value ($000) $3 Shares 75 Est. Cost $40.00 Unrealized
FE FirstEnergy Corp 0.0%
Value ($000) $2 Shares 50 Est. Cost $22.43 Unrealized -7.1%
CBL & Associates Properties Inc 0.0%
Value ($000) $2 Shares 212 Est. Cost $213.17 Unrealized
CHH Choice Hotels International Inc 0.0%
Value ($000) $2 Shares 25 Est. Cost $52.59 Unrealized +13.1%
IAT iShares US Regional Banks 0.0%
Value ($000) $2 Shares 40 Est. Cost $36600.00 Unrealized
PowerShares Preferred ETF 0.0%
Value ($000) $2 Shares 140 Est. Cost $14957.14 Unrealized
Monotype Imaging Holdings Inc 0.0%
Value ($000) $2 Shares 100 Est. Cost $24110.00 Unrealized
iShares Russell 2000 Growth ETF 0.0%
Value ($000) $2 Shares 123 Est. Cost $16508.43 Unrealized
USRT iShares Core US REIT ETF 0.0%
Value ($000) $2 Shares 50 Est. Cost $43440.00 Unrealized
CMG Chipotle Mexican Grill Inc Class A 0.0%
Value ($000) $2 Shares 5 Est. Cost $12.65 Unrealized -26.6%
TRMB Trimble Inc 0.0%
Value ($000) $2 Shares 50 Est. Cost $24.44 Unrealized +42.0%
ROP Roper Technologies Inc 0.0%
Value ($000) $2 Shares 10 Est. Cost $162.40 Unrealized +29.6%
OTEX Open Text Corp 0.0%
Value ($000) $2 Shares 70 Est. Cost $22.17 Unrealized +21.5%
ILF iShares Latin America 40 0.0%
Value ($000) $2 Shares 50 Est. Cost $29800.00 Unrealized
ESGG FlexShares STOXX Glbl ESG Impact ETF 0.0%
Value ($000) $2 Shares 25 Est. Cost $80.00 Unrealized
ADNT Adient PLC 0.0%
Value ($000) $2 Shares 30 Est. Cost $58.68 Unrealized +13.5%
REM iShares Mortgage Real Estate Capped 0.0%
Value ($000) $2 Shares 50 Est. Cost $40.00 Unrealized
TGB Taseko Mines Ltd 0.0%
Value ($000) $2 Shares 1,000 Est. Cost $0.71 Unrealized +71.6%
iShares Russell 2000 Growth ETF 0.0%
Value ($000) $2 Shares 115 Est. Cost $17.39 Unrealized
ONEV SPDR Russell 1000 Low Vol Foc ETF 0.0%
Value ($000) $2 Shares 30 Est. Cost $63700.00 Unrealized
SCHV Schwab US Large-Cap Value ETF 0.0%
Value ($000) $2 Shares 42 Est. Cost $41288.01 Unrealized
MOS The Mosaic Co 0.0%
Value ($000) $2 Shares 100 Est. Cost $35.46 Unrealized -39.9%
SPEU SPDR STOXX Europe 50 ETF 0.0%
Value ($000) $2 Shares 50 Est. Cost $34768.00 Unrealized
FFIV F5 Networks Inc 0.0%
Value ($000) $2 Shares 20 Est. Cost $122.95 Unrealized +6.5%
PowerShares Fundamental HiYld CorpBd ETF 0.0%
Value ($000) $2 Shares 115 Est. Cost $17800.00 Unrealized
PWR Quanta Services Inc 0.0%
Value ($000) $2 Shares 50 Est. Cost $28.68 Unrealized +13.9%
VWDRY Vestas Wind Systems A/S 0.0%
Value ($000) $2 Shares 55 Est. Cost $16618.18 Unrealized
EXPE Expedia Inc 0.0%
Value ($000) $2 Shares 10 Est. Cost $120.15 Unrealized +12.3%
PCRX Pacira Pharmaceuticals Inc 0.0%
Value ($000) $2 Shares 55 Est. Cost $78.75 Unrealized -41.1%
USCI United States Commodity Index 0.0%
Value ($000) $1 Shares 17 Est. Cost $43176.47 Unrealized
iShares MSCI Frontier 100 0.0%
Value ($000) $1 Shares 50 Est. Cost $29260.00 Unrealized
SCHH Schwab US REIT ETF 0.0%
Value ($000) $1 Shares 23 Est. Cost $39789.40 Unrealized
WIP SPDR Citi Intl Govt Infl-Prot Bd ETF 0.0%
Value ($000) $1 Shares 25 Est. Cost $54880.00 Unrealized
HMC Honda Motor Co Ltd 0.0%
Value ($000) $1 Shares 35 Est. Cost $32400.00 Unrealized
FSSN Fision Corp 0.0%
Value ($000) $1 Shares 3,061 Est. Cost $0.65 Unrealized
DVN Devon Energy Corp 0.0%
Value ($000) $1 Shares 40 Est. Cost $38.29 Unrealized -32.5%
Ferrellgas Partners LP 0.0%
Value ($000) $1 Shares 200 Est. Cost $22530.00 Unrealized
PowerShares S&P MidCap Low Volatil ETF 0.0%
Value ($000) $1 Shares 25 Est. Cost $40.00 Unrealized
PowerShares DB Commodity Tracking ETF 0.0%
Value ($000) $1 Shares 100 Est. Cost $17558.33 Unrealized
International Stock Fund 0.0%
Value ($000) $1 Shares 58 Est. Cost $17.24 Unrealized
True Nature Holding Inc 0.0%
Value ($000) $1 Shares 10,000 Est. Cost $0.32 Unrealized
AMD Advanced Micro Devices Inc 0.0%
Value ($000) $1 Shares 100 Est. Cost $2.42 Unrealized +405.0%
General Motors Co 0.0%
Value ($000) $1 Shares 50 Est. Cost $15943.40 Unrealized
SJM JM Smucker Co 0.0%
Value ($000) $1 Shares 8 Est. Cost $98.56 Unrealized -2.3%
Forestar Group Inc 0.0%
Value ($000) $1 Shares 50 Est. Cost $13160.00 Unrealized
IMKTA Ingles Markets Inc 0.0%
Value ($000) $1 Shares 50 Est. Cost $41.57 Unrealized -15.1%
iShares Russell 2000 Growth ETF 0.0%
Value ($000) $1 Shares 32 Est. Cost $16312.50 Unrealized
IGOV iShares International Treasury Bond ETF 0.0%
Value ($000) $1 Shares 7 Est. Cost $99500.00 Unrealized
Entergy Arkansas Inc 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
PHG Royal Philips NV ADR 0.0%
Value ($000) $0 Shares 1 Est. Cost $25459.58 Unrealized
Westport Fuel Systems Inc 0.0%
Value ($000) $0 Shares 75 Est. Cost $4733.33 Unrealized
Medgold Resources Corp 0.0%
Value ($000) $0 Shares 16 Est. Cost Unrealized
Amr Corp Com Escrow Cusip 0.0%
Value ($000) $0 Shares 1,000 Est. Cost Unrealized
Bombardier Inc 0.0%
Value ($000) $0 Shares 200 Est. Cost $1855.00 Unrealized
Progress Energy, Inc. 0.0%
Value ($000) $0 Shares 225 Est. Cost $346.67 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
High Yield Plus Fd Inc 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
SCHR Schwab Intermediate-Term US Trs ETF 0.0%
Value ($000) $0 Shares 2 Est. Cost $52761.39 Unrealized
Kinder Morgan Inc Del Wt Exp 052517 0.0%
Value ($000) $0 Shares 2,765 Est. Cost $2699.88 Unrealized
ASIX AdvanSix Inc 0.0%
Value ($000) $0 Shares 6 Est. Cost $16.77 Unrealized +55.2%
Nortel Networks Corp 0.0%
Value ($000) $0 Shares 10 Est. Cost Unrealized
Motors Liquidation Co GUC Trust 0.0%
Value ($000) $0 Shares 14 Est. Cost $19214.28 Unrealized
SCHA Schwab US Small-Cap ETF 0.0%
Value ($000) $0 Shares 5 Est. Cost $51216.79 Unrealized