Patten Group, Inc. Diversified Active

CIK: 0001633207 · Show all filings

Period: Q3 2017 (← Previous) (Next →)

Filing Date: Dec 13, 2017

Total Value ($000): $247,186 (100.0% shares, 0.0% debt)

Holdings (651)

KO Coca-Cola Co 4.2%
Value ($000) $10,277 Shares 228,322 Est. Cost $30.05 Unrealized +16.3%
KMB Kimberly-Clark Corp 3.2%
Value ($000) $7,805 Shares 66,327 Est. Cost $76.09 Unrealized +19.6%
V Visa Inc Class A 3.0%
Value ($000) $7,306 Shares 69,426 Est. Cost $59.86 Unrealized +59.9%
AAPL Apple Inc 2.3%
Value ($000) $5,702 Shares 36,998 Est. Cost $24.12 Unrealized +49.9%
SPY SPDR S&P 500 ETF 1.8%
Value ($000) $4,514 Shares 17,966 Est. Cost $26102.53 Unrealized
IWF iShares Russell 1000 Growth 1.8%
Value ($000) $4,467 Shares 35,721 Est. Cost $43139.57 Unrealized
WY Weyerhaeuser Co 1.6%
Value ($000) $4,068 Shares 119,549 Est. Cost $21.99 Unrealized +7.6%
IEFA iShares Core MSCI EAFE 1.6%
Value ($000) $4,004 Shares 62,403 Est. Cost $63.44 Unrealized
FRCB First Republic Bank 1.6%
Value ($000) $3,896 Shares 37,296 Est. Cost $47.29 Unrealized +102.2%
MSFT Microsoft Corp 1.4%
Value ($000) $3,524 Shares 47,304 Est. Cost $41.97 Unrealized +58.9%
Walgreen Boots Alliance Inc Com 1.4%
Value ($000) $3,446 Shares 44,630 Est. Cost $76.18 Unrealized
VEU Vanguard FTSE All-World ex-US ETF 1.4%
Value ($000) $3,425 Shares 64,986 Est. Cost $9744.78 Unrealized
JNJ Johnson & Johnson 1.4%
Value ($000) $3,409 Shares 26,219 Est. Cost $79.15 Unrealized +32.6%
United Technologies Corp 1.3%
Value ($000) $3,278 Shares 28,240 Est. Cost $114.99 Unrealized
MMM 3M Co 1.3%
Value ($000) $3,242 Shares 15,444 Est. Cost $89.72 Unrealized +44.8%
Premier Inc 1.2%
Value ($000) $3,011 Shares 92,436 Est. Cost $32.43 Unrealized
JPM JPMorgan Chase & Co 1.2%
Value ($000) $2,958 Shares 30,967 Est. Cost $44.71 Unrealized +64.8%
XOM Exxon Mobil Corp 1.1%
Value ($000) $2,819 Shares 34,392 Est. Cost $57.86 Unrealized -6.1%
INTC Intel Corp 1.1%
Value ($000) $2,801 Shares 73,554 Est. Cost $26.73 Unrealized +10.7%
CB Chubb Ltd 1.1%
Value ($000) $2,776 Shares 19,477 Est. Cost $97.90 Unrealized +27.5%
Celgene Corp 1.1%
Value ($000) $2,674 Shares 18,335 Est. Cost $113129.91 Unrealized
IJH iShares Core S&P Mid-Cap 1.1%
Value ($000) $2,608 Shares 14,577 Est. Cost $4575.99 Unrealized
CSCO Cisco Systems Inc 1.0%
Value ($000) $2,466 Shares 73,341 Est. Cost $18.96 Unrealized +30.4%
Delphi Automotive PLC 1.0%
Value ($000) $2,428 Shares 24,674 Est. Cost $1806.91 Unrealized
DBEF Deutsche X-trackers MSCI EAFE Hedged Eq 1.0%
Value ($000) $2,390 Shares 77,020 Est. Cost $9328.78 Unrealized
UNM Unum Group 1.0%
Value ($000) $2,381 Shares 46,569 Est. Cost $30.34 Unrealized +60.8%
Raytheon Co 1.0%
Value ($000) $2,367 Shares 12,685 Est. Cost $3914.30 Unrealized
CVX Chevron Corp 1.0%
Value ($000) $2,352 Shares 20,021 Est. Cost $69.47 Unrealized +9.7%
BRK/B Berkshire Hathaway Inc B 0.9%
Value ($000) $2,265 Shares 12,356 Est. Cost $145.84 Unrealized +21.2%
PowerShares Taxable Municipal Bond ETF 0.9%
Value ($000) $2,252 Shares 74,127 Est. Cost $4773.98 Unrealized
PEP PepsiCo Inc 0.9%
Value ($000) $2,250 Shares 20,189 Est. Cost $68.61 Unrealized +30.3%
MRK Merck & Co Inc 0.9%
Value ($000) $2,206 Shares 34,446 Est. Cost $40.56 Unrealized +15.1%
SunTrust Banks Inc 0.8%
Value ($000) $2,011 Shares 33,649 Est. Cost $42.12 Unrealized
XYL Xylem Inc 0.8%
Value ($000) $2,009 Shares 32,083 Est. Cost $32.03 Unrealized +68.8%
MDT Medtronic PLC 0.7%
Value ($000) $1,823 Shares 23,437 Est. Cost $60.00 Unrealized +11.6%
ECL Ecolab Inc 0.7%
Value ($000) $1,792 Shares 13,930 Est. Cost $101.18 Unrealized +18.7%
NVS Novartis Ag 0.7%
Value ($000) $1,720 Shares 20,038 Est. Cost $3909.60 Unrealized
IEMG iShares Core MSCI Emerging Markets ETF 0.7%
Value ($000) $1,696 Shares 31,401 Est. Cost $53.85 Unrealized
Pinnacle Financial Partners Inc 0.7%
Value ($000) $1,656 Shares 24,733 Est. Cost $49302.13 Unrealized
NVDA NVIDIA Corp 0.7%
Value ($000) $1,640 Shares 9,176 Est. Cost $0.72 Unrealized +473.2%
DowDuPont Inc 0.7%
Value ($000) $1,625 Shares 23,477 Est. Cost $69.22 Unrealized
HON Honeywell International Inc 0.7%
Value ($000) $1,616 Shares 11,398 Est. Cost $70.86 Unrealized +47.2%
HST Host Hotels & Resorts Inc 0.6%
Value ($000) $1,566 Shares 84,677 Est. Cost $11.17 Unrealized +17.8%
CNI Canadian National Railway Co 0.6%
Value ($000) $1,554 Shares 18,760 Est. Cost $55.92 Unrealized +24.1%
CL Colgate-Palmolive Co 0.6%
Value ($000) $1,549 Shares 21,264 Est. Cost $52.19 Unrealized +13.5%
NEM Newmont Mining Corp 0.6%
Value ($000) $1,533 Shares 40,868 Est. Cost $21.20 Unrealized +35.4%
META Facebook Inc A 0.6%
Value ($000) $1,529 Shares 8,950 Est. Cost $136.95 Unrealized +21.0%
BA Boeing Co 0.6%
Value ($000) $1,513 Shares 5,952 Est. Cost $111.41 Unrealized +97.9%
Hanesbrands Inc 0.6%
Value ($000) $1,508 Shares 61,215 Est. Cost $65.41 Unrealized
T AT&T Inc 0.6%
Value ($000) $1,498 Shares 38,237 Est. Cost $12.18 Unrealized +28.1%
VMC Vulcan Materials Co 0.6%
Value ($000) $1,496 Shares 12,505 Est. Cost $57.96 Unrealized +92.3%
VTI Vanguard Total Stock Market ETF 0.6%
Value ($000) $1,494 Shares 11,533 Est. Cost $21404.07 Unrealized
AIG American International Group Inc 0.6%
Value ($000) $1,491 Shares 24,290 Est. Cost $41.13 Unrealized +21.9%
SFNC Simmons First National Corp 0.6%
Value ($000) $1,449 Shares 25,032 Est. Cost $27.21 Unrealized -2.0%
MAR Marriott International Inc 0.6%
Value ($000) $1,393 Shares 12,633 Est. Cost $66.18 Unrealized +45.1%
VWO Vanguard FTSE Emerging Markets ETF 0.5%
Value ($000) $1,347 Shares 30,924 Est. Cost $42.87 Unrealized
VVV Valvoline Inc 0.5%
Value ($000) $1,341 Shares 57,179 Est. Cost $22.57 Unrealized -0.6%
NEE NextEra Energy Inc 0.5%
Value ($000) $1,326 Shares 9,047 Est. Cost $19.08 Unrealized +55.8%
PG Procter & Gamble Co 0.5%
Value ($000) $1,320 Shares 14,504 Est. Cost $62.16 Unrealized +17.5%
Apache Corp 0.5%
Value ($000) $1,256 Shares 27,417 Est. Cost $17386.85 Unrealized
MDU MDU Resources Group Inc 0.5%
Value ($000) $1,244 Shares 47,947 Est. Cost $6.95 Unrealized +11.8%
EFA iShares MSCI EAFE 0.5%
Value ($000) $1,152 Shares 16,817 Est. Cost $7145.82 Unrealized
VO Vanguard Mid-Cap ETF 0.5%
Value ($000) $1,147 Shares 7,801 Est. Cost $17202.27 Unrealized
NSC Norfolk Southern Corp 0.5%
Value ($000) $1,135 Shares 8,583 Est. Cost $81.59 Unrealized +25.9%
WMB Williams Companies Inc 0.4%
Value ($000) $1,100 Shares 36,668 Est. Cost $18.31 Unrealized +5.2%
CWB SPDR Blmbg Barclays Convert Secs ETF 0.4%
Value ($000) $1,083 Shares 21,209 Est. Cost $1082.57 Unrealized
SLB Schlumberger Ltd 0.4%
Value ($000) $1,070 Shares 15,340 Est. Cost $60.58 Unrealized -14.4%
WestRock Co 0.4%
Value ($000) $1,063 Shares 18,734 Est. Cost $49181.46 Unrealized
IEF iShares 7-10 Year Treasury Bond ETF 0.4%
Value ($000) $1,054 Shares 9,898 Est. Cost $17729.14 Unrealized
GOOG Alphabet Inc C 0.4%
Value ($000) $1,051 Shares 1,096 Est. Cost $36.16 Unrealized +27.9%
AMAT Applied Materials Inc 0.4%
Value ($000) $939 Shares 18,024 Est. Cost $17.92 Unrealized +129.8%
OXY Occidental Petroleum Corp 0.4%
Value ($000) $921 Shares 14,347 Est. Cost $58.96 Unrealized -17.1%
RF Regions Financial Corp 0.4%
Value ($000) $915 Shares 60,068 Est. Cost $6.93 Unrealized +50.5%
EMR Emerson Electric Co 0.4%
Value ($000) $894 Shares 14,232 Est. Cost $41.56 Unrealized +18.5%
GLW Corning Inc 0.4%
Value ($000) $883 Shares 29,519 Est. Cost $15.37 Unrealized +53.5%
Halyard Health Inc 0.4%
Value ($000) $877 Shares 19,486 Est. Cost $6008.67 Unrealized
NKE Nike Inc B 0.4%
Value ($000) $870 Shares 16,784 Est. Cost $49.07 Unrealized +2.7%
RHHBY Roche Holding AG ADR 0.3%
Value ($000) $847 Shares 26,502 Est. Cost $35056.71 Unrealized
IVV iShares Core S&P 500 0.3%
Value ($000) $847 Shares 3,348 Est. Cost $14674.96 Unrealized
IWD iShares Russell 1000 Value 0.3%
Value ($000) $839 Shares 7,079 Est. Cost $1499.24 Unrealized
PowerShares QQQ ETF 0.3%
Value ($000) $838 Shares 5,760 Est. Cost $12710.30 Unrealized
ETN Eaton Corp PLC 0.3%
Value ($000) $830 Shares 10,809 Est. Cost $50.73 Unrealized +25.9%
General Electric Co 0.3%
Value ($000) $823 Shares 34,027 Est. Cost $5448.72 Unrealized
IXN iShares Global Tech ETF 0.3%
Value ($000) $820 Shares 5,759 Est. Cost $36736.61 Unrealized
VTR Ventas Inc 0.3%
Value ($000) $817 Shares 12,541 Est. Cost $42.01 Unrealized +12.1%
IJK iShares S&P Mid-Cap 400 Growth 0.3%
Value ($000) $813 Shares 4,020 Est. Cost $44744.53 Unrealized
LMT Lockheed Martin Corp 0.3%
Value ($000) $800 Shares 2,579 Est. Cost $203.57 Unrealized +17.2%
Praxair Inc 0.3%
Value ($000) $800 Shares 5,725 Est. Cost $5516.34 Unrealized
IHDG WisdomTree International Hedged Quality Dividend Growth ETF 0.3%
Value ($000) $788 Shares 25,712 Est. Cost $30.07 Unrealized
IDXX IDEXX Laboratories Inc 0.3%
Value ($000) $781 Shares 5,025 Est. Cost $69.67 Unrealized +126.9%
GOOGL Alphabet Inc A 0.3%
Value ($000) $748 Shares 768 Est. Cost $36.73 Unrealized +28.2%
AGG iShares Core US Aggregate Bond 0.3%
Value ($000) $739 Shares 6,743 Est. Cost $23503.75 Unrealized
IJR iShares Core S&P Small-Cap 0.3%
Value ($000) $734 Shares 9,893 Est. Cost $80.80 Unrealized
TJX TJX Companies Inc 0.3%
Value ($000) $718 Shares 9,735 Est. Cost $28.20 Unrealized +12.4%
IWV iShares Russell 3000 0.3%
Value ($000) $717 Shares 4,800 Est. Cost $116201.05 Unrealized
D Dominion Resources Inc 0.3%
Value ($000) $711 Shares 9,243 Est. Cost $45.19 Unrealized +18.7%
EFG iShares MSCI EAFE Growth ETF 0.3%
Value ($000) $682 Shares 8,813 Est. Cost $49061.63 Unrealized
NGVT Ingevity Corp Com 0.3%
Value ($000) $677 Shares 10,840 Est. Cost $35.76 Unrealized +65.6%
SBUX Starbucks Corp 0.3%
Value ($000) $665 Shares 12,372 Est. Cost $43.88 Unrealized +5.3%
EL The Estee Lauder Companies Inc Class A 0.3%
Value ($000) $662 Shares 6,140 Est. Cost $64.35 Unrealized +43.6%
DON WisdomTree US MidCap Dividend ETF 0.3%
Value ($000) $637 Shares 6,372 Est. Cost $11956.20 Unrealized
VZ Verizon Communications Inc 0.3%
Value ($000) $636 Shares 12,846 Est. Cost $27.65 Unrealized +9.3%
VNQ Vanguard REIT ETF 0.3%
Value ($000) $622 Shares 7,490 Est. Cost $26618.08 Unrealized
LOW Lowe's Companies Inc 0.3%
Value ($000) $619 Shares 7,743 Est. Cost $56.55 Unrealized +16.1%
UPS United Parcel Service Inc Class B 0.3%
Value ($000) $618 Shares 5,142 Est. Cost $68.26 Unrealized +21.4%
VTV Vanguard Value ETF 0.2%
Value ($000) $606 Shares 6,072 Est. Cost $25067.19 Unrealized
DIS Walt Disney Co 0.2%
Value ($000) $591 Shares 5,995 Est. Cost $83.56 Unrealized +16.0%
Anadarko Petroleum Corp 0.2%
Value ($000) $561 Shares 11,475 Est. Cost $3892.07 Unrealized
NOC Northrop Grumman Corp 0.2%
Value ($000) $547 Shares 1,900 Est. Cost $114.24 Unrealized +105.7%
ADSK Autodesk Inc 0.2%
Value ($000) $532 Shares 4,740 Est. Cost $60.76 Unrealized +81.6%
EWC iShares MSCI Canada 0.2%
Value ($000) $524 Shares 18,105 Est. Cost $28.78 Unrealized
JH Financial Opportunities 0.2%
Value ($000) $524 Shares 14,065 Est. Cost $23.57 Unrealized
HD The Home Depot Inc 0.2%
Value ($000) $506 Shares 3,095 Est. Cost $81.49 Unrealized +53.6%
IGM iShares North American Tech 0.2%
Value ($000) $505 Shares 3,249 Est. Cost $102.22 Unrealized
MUNI PIMCO Intermediate Municipal Bd Actv ETF 0.2%
Value ($000) $500 Shares 9,300 Est. Cost $53.63 Unrealized
GVI iShares Intermediate Govt/Crdt Bd ETF 0.2%
Value ($000) $490 Shares 4,415 Est. Cost $15385.26 Unrealized
XLF Financial Select Sector SPDR ETF 0.2%
Value ($000) $487 Shares 18,851 Est. Cost $7857.18 Unrealized
XLV Select Sector Spdr Trust The Health Care Select Sector Spdr Fund 0.2%
Value ($000) $484 Shares 5,928 Est. Cost $1514.86 Unrealized
IWM iShares Russell 2000 0.2%
Value ($000) $481 Shares 3,249 Est. Cost $90107.01 Unrealized
VBR Vanguard Small-Cap Value ETF 0.2%
Value ($000) $481 Shares 3,765 Est. Cost $3776.95 Unrealized
DOV Dover Corp 0.2%
Value ($000) $476 Shares 5,207 Est. Cost $50.83 Unrealized +19.7%
PYPL PayPal Holdings Inc 0.2%
Value ($000) $471 Shares 7,353 Est. Cost $38.85 Unrealized +53.8%
PM Philip Morris International Inc 0.2%
Value ($000) $470 Shares 4,230 Est. Cost $55.68 Unrealized +35.1%
HEDJ Wisdomtree Europe Hedged Equity ETF 0.2%
Value ($000) $463 Shares 7,155 Est. Cost $9565.32 Unrealized
VUG Vanguard Growth ETF 0.2%
Value ($000) $456 Shares 3,435 Est. Cost $1063.52 Unrealized
GIS General Mills Inc 0.2%
Value ($000) $447 Shares 8,628 Est. Cost $35.35 Unrealized +15.2%
GD General Dynamics Corp 0.2%
Value ($000) $442 Shares 2,148 Est. Cost $107.02 Unrealized +55.5%
Macquarie Infrastructure Corp 0.2%
Value ($000) $441 Shares 6,115 Est. Cost $71.08 Unrealized
ATO Atmos Energy Corp 0.2%
Value ($000) $436 Shares 5,195 Est. Cost $40.22 Unrealized +75.7%
GLD SPDR Gold Shares 0.2%
Value ($000) $411 Shares 3,380 Est. Cost $8805.30 Unrealized
CVS CVS Health Corp 0.2%
Value ($000) $410 Shares 5,040 Est. Cost $71.72 Unrealized -15.2%
DAL Delta Air Lines Inc 0.2%
Value ($000) $404 Shares 8,385 Est. Cost $33.82 Unrealized +33.9%
MCD McDonald's Corp 0.2%
Value ($000) $403 Shares 2,571 Est. Cost $80.87 Unrealized +59.1%
Williams Partners Lp 0.2%
Value ($000) $403 Shares 10,369 Est. Cost $28415.96 Unrealized
BDX Becton, Dickinson and Co 0.2%
Value ($000) $402 Shares 2,053 Est. Cost $121.01 Unrealized +41.4%
HDV Ishares Core High Dividend Etf 0.2%
Value ($000) $401 Shares 4,667 Est. Cost $76.70 Unrealized
SNY Sanofi 0.2%
Value ($000) $400 Shares 8,029 Est. Cost $7363.01 Unrealized
AMGN Amgen Inc 0.2%
Value ($000) $389 Shares 2,089 Est. Cost $122.67 Unrealized +12.1%
MA Mastercard Inc A 0.2%
Value ($000) $389 Shares 2,754 Est. Cost $98.34 Unrealized +28.5%
XLK Technology Select Sector SPDR ETF 0.2%
Value ($000) $386 Shares 6,524 Est. Cost $13355.32 Unrealized
BlackRock Core Bond 0.1%
Value ($000) $368 Shares 26,181 Est. Cost $7879.49 Unrealized
VCSH Vanguard Short-Term Corporate Bond ETF 0.1%
Value ($000) $364 Shares 4,548 Est. Cost $79.53 Unrealized
IBM International Business Machines Corp 0.1%
Value ($000) $362 Shares 2,497 Est. Cost $101.44 Unrealized -4.5%
BMY Bristol-Myers Squibb Company 0.1%
Value ($000) $359 Shares 5,633 Est. Cost $39.82 Unrealized +8.3%
DNP Select Income 0.1%
Value ($000) $352 Shares 30,677 Est. Cost $9159.84 Unrealized
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF 0.1%
Value ($000) $348 Shares 2,874 Est. Cost $119.42 Unrealized
KHC The Kraft Heinz Co 0.1%
Value ($000) $342 Shares 4,409 Est. Cost $49.78 Unrealized +13.3%
PSX Phillips 66 0.1%
Value ($000) $339 Shares 3,696 Est. Cost $54.17 Unrealized +13.1%
PowerShares S&P Em Mkts Low Volatil ETF 0.1%
Value ($000) $333 Shares 13,603 Est. Cost $1943.45 Unrealized
IGIB iShares Intermediate Credit Bond 0.1%
Value ($000) $330 Shares 2,995 Est. Cost $109.45 Unrealized
WWW Wolverine World Wide Inc 0.1%
Value ($000) $330 Shares 11,454 Est. Cost $15.58 Unrealized +47.5%
BB&T Corp 0.1%
Value ($000) $328 Shares 6,983 Est. Cost $5615.33 Unrealized
RSG Republic Services Inc 0.1%
Value ($000) $327 Shares 4,950 Est. Cost $32.00 Unrealized +77.7%
DXC DXC Technology Co 0.1%
Value ($000) $320 Shares 3,730 Est. Cost $67.37 Unrealized 0.0%
DVY iShares Select Dividend 0.1%
Value ($000) $318 Shares 3,391 Est. Cost $79.33 Unrealized
COP ConocoPhillips 0.1%
Value ($000) $310 Shares 6,199 Est. Cost $40.60 Unrealized -15.2%
DUK Duke Energy Corp 0.1%
Value ($000) $310 Shares 3,688 Est. Cost $52.00 Unrealized +16.9%
MUB iShares National Muni Bond ETF 0.1%
Value ($000) $304 Shares 2,745 Est. Cost $12390.27 Unrealized
SO Southern Co 0.1%
Value ($000) $300 Shares 6,105 Est. Cost $31.76 Unrealized +8.0%
AXP American Express Co 0.1%
Value ($000) $299 Shares 3,305 Est. Cost $76.41 Unrealized +0.3%
ITOT iShares Core S&P Total US Stock Mkt ETF 0.1%
Value ($000) $293 Shares 5,089 Est. Cost $18281.02 Unrealized
Ishares Gold Trust 0.1%
Value ($000) $290 Shares 23,557 Est. Cost $667.01 Unrealized
IBB iShares Nasdaq Biotechnology 0.1%
Value ($000) $288 Shares 864 Est. Cost $24794.65 Unrealized
WMT Wal-Mart Stores Inc 0.1%
Value ($000) $284 Shares 3,630 Est. Cost $17.42 Unrealized +31.5%
MO Altria Group Inc 0.1%
Value ($000) $284 Shares 4,483 Est. Cost $29.83 Unrealized +21.0%
XLI Industrial Select Sector SPDR ETF 0.1%
Value ($000) $278 Shares 3,915 Est. Cost $24506.48 Unrealized
VIG Vanguard Dividend Appreciation ETF 0.1%
Value ($000) $277 Shares 2,917 Est. Cost $50332.99 Unrealized
HLT Hilton Worldwide Holdings Inc 0.1%
Value ($000) $272 Shares 3,918 Est. Cost $48.81 Unrealized +26.6%
XLP Consumer Staples Select Sector SPDR ETF 0.1%
Value ($000) $271 Shares 5,022 Est. Cost $6560.50 Unrealized
SRE Sempra Energy 0.1%
Value ($000) $271 Shares 2,375 Est. Cost $38.47 Unrealized +14.8%
AWK American Water Works Co Inc 0.1%
Value ($000) $269 Shares 3,325 Est. Cost $43.91 Unrealized +57.2%
Guggenheim Total Return Bond ETF 0.1%
Value ($000) $268 Shares 5,099 Est. Cost $10334.63 Unrealized
Laboratory Corp of America Holdings 0.1%
Value ($000) $267 Shares 1,769 Est. Cost $117044.56 Unrealized
XRAY Dentsply Sirona Inc Com 0.1%
Value ($000) $260 Shares 4,348 Est. Cost $58.93 Unrealized +0.9%
WAB Westinghouse Air Brake Technologies Corp 0.1%
Value ($000) $253 Shares 3,340 Est. Cost $73.68 Unrealized -0.6%
IJJ iShares S&P Mid-Cap 400 Value ETF 0.1%
Value ($000) $253 Shares 1,656 Est. Cost $53965.88 Unrealized
SCHP Schwab US TIPS ETF 0.1%
Value ($000) $253 Shares 4,575 Est. Cost $51686.47 Unrealized
UNP Union Pacific Corp 0.1%
Value ($000) $252 Shares 2,170 Est. Cost $88.15 Unrealized +1.1%
BMO Bank Montreal Que Com 0.1%
Value ($000) $250 Shares 3,298 Est. Cost $40.32 Unrealized +31.7%
ABBV AbbVie Inc 0.1%
Value ($000) $249 Shares 2,801 Est. Cost $41.39 Unrealized +29.6%
DG Dollar General Corp 0.1%
Value ($000) $243 Shares 3,004 Est. Cost $68.60 Unrealized -2.0%
QCOM QUALCOMM Inc 0.1%
Value ($000) $240 Shares 4,625 Est. Cost $51.48 Unrealized -17.8%
Atlantic Capital Bancshares Inc 0.1%
Value ($000) $239 Shares 13,182 Est. Cost $13306.18 Unrealized
SMBK SmartFinancial Inc 0.1%
Value ($000) $231 Shares 9,617 Est. Cost $16.36 Unrealized +45.8%
XLY Select Sector Spdr Fund Shs Ben Consumer Discretionary 0.1%
Value ($000) $221 Shares 2,449 Est. Cost $21521.46 Unrealized
ACN Accenture PLC A 0.1%
Value ($000) $217 Shares 1,610 Est. Cost $90.94 Unrealized +26.1%
IYT iShares Transportation Average 0.1%
Value ($000) $210 Shares 1,175 Est. Cost $142636.22 Unrealized
TIP iShares TIPS Bond 0.1%
Value ($000) $209 Shares 1,842 Est. Cost $57540.16 Unrealized
GM General Motors Co 0.1%
Value ($000) $206 Shares 5,110 Est. Cost $25.28 Unrealized +25.0%
IGSB iShares 1-3 Year Credit Bond 0.1%
Value ($000) $206 Shares 1,955 Est. Cost $105.23 Unrealized
Commerce Union Bancshares Inc 0.1%
Value ($000) $204 Shares 8,788 Est. Cost $14561.25 Unrealized
TSLA Tesla Motors Inc 0.1%
Value ($000) $202 Shares 591 Est. Cost $15.18 Unrealized +52.0%
MDLZ Mondelez International Inc Class A 0.1%
Value ($000) $201 Shares 4,942 Est. Cost $32.81 Unrealized +5.7%
BlackRock Inc 0.1%
Value ($000) $200 Shares 448 Est. Cost $87793.98 Unrealized
C Citigroup Inc 0.1%
Value ($000) $197 Shares 2,710 Est. Cost $41.97 Unrealized +23.7%
Bombardier Inc 0.1%
Value ($000) $196 Shares 108,200 Est. Cost $1682.64 Unrealized
BSV Vanguard Short-Term Bond ETF 0.1%
Value ($000) $196 Shares 2,451 Est. Cost $47594.48 Unrealized
BAC Bank of America Corporation 0.1%
Value ($000) $191 Shares 7,553 Est. Cost $14.23 Unrealized +40.2%
WABCO Holdings Inc 0.1%
Value ($000) $190 Shares 1,287 Est. Cost $122279.00 Unrealized
Guggenheim S&P 500 Equal Weight ETF 0.1%
Value ($000) $182 Shares 1,905 Est. Cost $64757.07 Unrealized
IP International Paper Co 0.1%
Value ($000) $182 Shares 3,197 Est. Cost $27.36 Unrealized +33.4%
XLE Select Sector Spdr Trust Shs Ben Int Energy 0.1%
Value ($000) $177 Shares 2,578 Est. Cost $9955.37 Unrealized
IYW Ishares U S Technology Etf 0.1%
Value ($000) $176 Shares 1,175 Est. Cost $104669.70 Unrealized
PFE Pfizer Inc 0.1%
Value ($000) $173 Shares 4,846 Est. Cost $20.40 Unrealized +9.1%
IUSG Ishares Core U S Growth Etf 0.1%
Value ($000) $172 Shares 3,403 Est. Cost $43241.27 Unrealized
ILMN Illumina Inc 0.1%
Value ($000) $172 Shares 865 Est. Cost $143.27 Unrealized +29.9%
PowerShares S&P 500 High Div Low VolETF 0.1%
Value ($000) $165 Shares 4,023 Est. Cost $14482.65 Unrealized
Synovus Financial Corp 0.1%
Value ($000) $164 Shares 3,571 Est. Cost $30827.91 Unrealized
KR The Kroger Co 0.1%
Value ($000) $163 Shares 8,123 Est. Cost $26.97 Unrealized -30.1%
CHD Church & Dwight Co Inc 0.1%
Value ($000) $162 Shares 3,334 Est. Cost $40.10 Unrealized +13.9%
PCH Potlatch Corp 0.1%
Value ($000) $161 Shares 3,150 Est. Cost $1646.23 Unrealized
MAA Mid-America Apartment Communities Inc 0.1%
Value ($000) $160 Shares 1,500 Est. Cost $52.27 Unrealized +50.4%
VV Vanguard Large-Cap ETF 0.1%
Value ($000) $155 Shares 1,345 Est. Cost $94709.21 Unrealized
TSCO Tractor Supply Co 0.1%
Value ($000) $155 Shares 2,445 Est. Cost $12.34 Unrealized -19.3%
VYM Vanguard High Dividend Yield ETF 0.1%
Value ($000) $153 Shares 1,886 Est. Cost $1872.03 Unrealized
ENB Enbridge Inc Com 0.1%
Value ($000) $152 Shares 3,636 Est. Cost $24.84 Unrealized -2.0%
ASH Ashland Global Holdings Inc 0.1%
Value ($000) $148 Shares 2,259 Est. Cost $49.37 Unrealized +12.5%
VOT Vanguard Mid-Cap Growth ETF 0.1%
Value ($000) $147 Shares 1,207 Est. Cost $32978.48 Unrealized
VNQI Vanguard Global ex-US Real Estate ETF 0.1%
Value ($000) $147 Shares 2,467 Est. Cost $48214.61 Unrealized
BIIB Biogen Inc 0.1%
Value ($000) $145 Shares 462 Est. Cost $323.51 Unrealized -8.5%
Splunk Inc 0.1%
Value ($000) $143 Shares 2,154 Est. Cost $32715.80 Unrealized
XLU Select Sector Spdr Trust The Utilities Select Sector Spdr Trust 0.1%
Value ($000) $143 Shares 2,702 Est. Cost $21582.46 Unrealized
Magellan Midstream Partners LP 0.1%
Value ($000) $142 Shares 2,000 Est. Cost $82.50 Unrealized
VEA Vanguard FTSE Developed Markets ETF 0.1%
Value ($000) $141 Shares 3,253 Est. Cost $24920.52 Unrealized
ISHXF Ishares Canadn Govt Bd Idx Etf Unit 0.1%
Value ($000) $141 Shares 8,283 Est. Cost $17736.09 Unrealized
FCX Freeport-McMoRan Inc 0.1%
Value ($000) $140 Shares 10,000 Est. Cost $18.87 Unrealized -32.5%
Time Warner Inc 0.1%
Value ($000) $140 Shares 1,364 Est. Cost $86240.51 Unrealized
FLOT iShares Floating Rate Bond ETF 0.1%
Value ($000) $137 Shares 2,680 Est. Cost $48751.56 Unrealized
EPD Enterprise Products Partners LP 0.1%
Value ($000) $134 Shares 5,152 Est. Cost $36.03 Unrealized
Nuveen S&P 500 Buy-Write Income 0.1%
Value ($000) $131 Shares 9,390 Est. Cost $3868.36 Unrealized
BUD Anheuser-Busch InBev SA/NV 0.1%
Value ($000) $131 Shares 1,095 Est. Cost $112.33 Unrealized
LLY Eli Lilly and Co 0.1%
Value ($000) $128 Shares 1,500 Est. Cost $61.10 Unrealized +18.0%
NJR New Jersey Resources Corp 0.1%
Value ($000) $126 Shares 3,000 Est. Cost $21.03 Unrealized +50.9%
SYK Stryker Corp 0.1%
Value ($000) $125 Shares 881 Est. Cost $83.78 Unrealized +56.1%
IVW iShares S&P 500 Growth 0.1%
Value ($000) $124 Shares 867 Est. Cost $113859.32 Unrealized
VOE Vanguard Mid-Cap Value ETF 0.1%
Value ($000) $124 Shares 1,178 Est. Cost $37572.51 Unrealized
iShares iBonds Dec 2022 Term Corp ETF 0.0%
Value ($000) $122 Shares 4,845 Est. Cost $25.18 Unrealized
SCHX Schwab US Large-Cap ETF 0.0%
Value ($000) $121 Shares 2,021 Est. Cost $895.23 Unrealized
iShares iBonds Dec 2021 Term Corp ETF 0.0%
Value ($000) $121 Shares 4,835 Est. Cost $25.03 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) $120 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
McDermott International Inc 0.0%
Value ($000) $117 Shares 16,140 Est. Cost $4786.47 Unrealized
ZTS Zoetis Inc 0.0%
Value ($000) $115 Shares 1,800 Est. Cost $41.90 Unrealized +40.2%
DLR Digital Realty Trust Inc 0.0%
Value ($000) $114 Shares 963 Est. Cost $80.66 Unrealized +7.0%
DHR Danaher Corp 0.0%
Value ($000) $114 Shares 1,333 Est. Cost $35.10 Unrealized +102.5%
Southwestern Energy Co 0.0%
Value ($000) $113 Shares 18,425 Est. Cost $2710.72 Unrealized
SCHZ Schwab US Aggregate Bond ETF 0.0%
Value ($000) $113 Shares 2,151 Est. Cost $13746.48 Unrealized
ITA iShares US Aerospace & Defense ETF 0.0%
Value ($000) $108 Shares 605 Est. Cost $155.07 Unrealized
TM Toyota Motor Corporation Ads 0.0%
Value ($000) $108 Shares 910 Est. Cost $131829.03 Unrealized
NSRGY Nestle SA ADR 0.0%
Value ($000) $107 Shares 1,270 Est. Cost $69226.80 Unrealized
SYF Synchrony Financial 0.0%
Value ($000) $106 Shares 3,421 Est. Cost $22.96 Unrealized +6.1%
C.R. Bard Inc 0.0%
Value ($000) $106 Shares 330 Est. Cost $170699.08 Unrealized
XLB Materials Select Sector SPDR ETF 0.0%
Value ($000) $105 Shares 1,850 Est. Cost $30801.88 Unrealized
Invesco Mortgage Capital Inc 0.0%
Value ($000) $103 Shares 6,000 Est. Cost $14320.00 Unrealized
FHN First Horizon National Corp 0.0%
Value ($000) $103 Shares 5,386 Est. Cost $10.47 Unrealized +23.7%
BHB Bar Harbor Bankshares Inc 0.0%
Value ($000) $101 Shares 3,223 Est. Cost $17.63 Unrealized +15.7%
BK Bank of New York Mellon Corp 0.0%
Value ($000) $99 Shares 1,875 Est. Cost $32.66 Unrealized +28.1%
SLYV SPDR S&P 600 Small Cap Value ETF 0.0%
Value ($000) $99 Shares 780 Est. Cost $100846.41 Unrealized
BlackRock Taxable Municipal Bond Trust 0.0%
Value ($000) $98 Shares 4,200 Est. Cost $19870.00 Unrealized
BND Vanguard Total Bond Market ETF 0.0%
Value ($000) $96 Shares 1,173 Est. Cost $50637.68 Unrealized
LMBS First Trust Low Duration Oppos ETF 0.0%
Value ($000) $94 Shares 1,812 Est. Cost $51.88 Unrealized
JD JD.com Inc ADR 0.0%
Value ($000) $90 Shares 2,364 Est. Cost $36.21 Unrealized
RNST Renasant Corp 0.0%
Value ($000) $90 Shares 2,090 Est. Cost $32.41 Unrealized +27.1%
VelocityShares 3x Long Natural Gas ETN 0.0%
Value ($000) $89 Shares 7,700 Est. Cost $11.56 Unrealized
EWG iShares MSCI Germany 0.0%
Value ($000) $88 Shares 2,725 Est. Cost $27.68 Unrealized
CAT Caterpillar Inc 0.0%
Value ($000) $88 Shares 708 Est. Cost $69.13 Unrealized +38.9%
DIA SPDR Dow Jones Industrial Average ETF 0.0%
Value ($000) $87 Shares 390 Est. Cost $175820.00 Unrealized
APD Air Products & Chemicals Inc 0.0%
Value ($000) $87 Shares 575 Est. Cost $105.18 Unrealized +13.3%
SWKS Skyworks Solutions Inc 0.0%
Value ($000) $87 Shares 850 Est. Cost $61.05 Unrealized +41.3%
SDG iShares MSCI Global Impact ETF 0.0%
Value ($000) $87 Shares 1,500 Est. Cost $56.67 Unrealized
HAIN The Hain Celestial Group Inc 0.0%
Value ($000) $86 Shares 2,090 Est. Cost $46.18 Unrealized -10.5%
BP BP PLC ADR 0.0%
Value ($000) $86 Shares 2,226 Est. Cost $34402.95 Unrealized
WM Waste Management Inc 0.0%
Value ($000) $85 Shares 1,080 Est. Cost $40.91 Unrealized +60.4%
NUE Nucor Corp 0.0%
Value ($000) $85 Shares 1,525 Est. Cost $37.41 Unrealized +25.7%
EEM iShares MSCI Emerging Markets 0.0%
Value ($000) $84 Shares 1,865 Est. Cost $32874.05 Unrealized
ADP Automatic Data Processing Inc 0.0%
Value ($000) $84 Shares 770 Est. Cost $68.39 Unrealized +31.0%
CSL Carlisle Companies Inc 0.0%
Value ($000) $83 Shares 832 Est. Cost $89.26 Unrealized -2.3%
KRE SPDR S&P Regional Banking ETF 0.0%
Value ($000) $82 Shares 1,450 Est. Cost $39224.49 Unrealized
USB US Bancorp 0.0%
Value ($000) $81 Shares 1,510 Est. Cost $29.92 Unrealized +26.2%
XHB SPDR S&P Homebuilders ETF 0.0%
Value ($000) $81 Shares 2,037 Est. Cost $36570.20 Unrealized
TGT Target Corp 0.0%
Value ($000) $81 Shares 1,380 Est. Cost $59.06 Unrealized -25.3%
F Ford Motor Co 0.0%
Value ($000) $80 Shares 6,714 Est. Cost $8.00 Unrealized -9.4%
CMI Cummins Inc 0.0%
Value ($000) $80 Shares 475 Est. Cost $100.42 Unrealized +29.4%
Dr Pepper Snapple Group Inc 0.0%
Value ($000) $77 Shares 870 Est. Cost $72900.00 Unrealized
BNS Bank of Nova Scotia 0.0%
Value ($000) $77 Shares 1,205 Est. Cost $31.00 Unrealized +30.0%
UNH UnitedHealth Group Inc 0.0%
Value ($000) $76 Shares 387 Est. Cost $99.59 Unrealized +69.6%
HD Supply Holdings Inc 0.0%
Value ($000) $74 Shares 2,045 Est. Cost $25622.01 Unrealized
FDX FedEx Corp 0.0%
Value ($000) $73 Shares 325 Est. Cost $163.05 Unrealized +13.4%
LNC Lincoln National Corp 0.0%
Value ($000) $73 Shares 1,000 Est. Cost $31.11 Unrealized +60.5%
VBK Vanguard Small-Cap Growth ETF 0.0%
Value ($000) $73 Shares 475 Est. Cost $146.39 Unrealized
ABT Abbott Laboratories 0.0%
Value ($000) $72 Shares 1,349 Est. Cost $36.80 Unrealized +17.8%
AEP American Electric Power Co Inc 0.0%
Value ($000) $70 Shares 1,000 Est. Cost $38.89 Unrealized +36.4%
IEV iShares Europe 0.0%
Value ($000) $69 Shares 1,471 Est. Cost $9494.19 Unrealized
IRSHF Ishares Cor S&p Tsx Cp Cmp Etf Unit 0.0%
Value ($000) $69 Shares 3,500 Est. Cost $10536.64 Unrealized
FTV Fortive Corp Com 0.0%
Value ($000) $69 Shares 979 Est. Cost $31.01 Unrealized +29.7%
KMI Kinder Morgan Inc P 0.0%
Value ($000) $68 Shares 3,544 Est. Cost $16.66 Unrealized -26.2%
Vectren Corp 0.0%
Value ($000) $66 Shares 1,000 Est. Cost $38480.00 Unrealized
EWL iShares MSCI Switzerland Capped 0.0%
Value ($000) $65 Shares 1,850 Est. Cost $32749.73 Unrealized
XLRE Real Estate Select Sector SPDR 0.0%
Value ($000) $64 Shares 1,993 Est. Cost $4589.11 Unrealized
THO Thor Industries Inc 0.0%
Value ($000) $63 Shares 500 Est. Cost $59.82 Unrealized +51.8%
AFL Aflac Inc 0.0%
Value ($000) $63 Shares 770 Est. Cost $24.64 Unrealized +34.4%
Shire PLC 0.0%
Value ($000) $62 Shares 405 Est. Cost $79573.48 Unrealized
SDY SPDR S&P Dividend ETF 0.0%
Value ($000) $62 Shares 680 Est. Cost $76209.30 Unrealized
EOG EOG Resources Inc 0.0%
Value ($000) $62 Shares 645 Est. Cost $65.40 Unrealized +3.1%
TLT Ishares 20 Plus Year Treasury Bond Etf 0.0%
Value ($000) $62 Shares 501 Est. Cost $114232.33 Unrealized
Citrix Systems Inc 0.0%
Value ($000) $61 Shares 796 Est. Cost $70159.81 Unrealized
WFC Wells Fargo & Co 0.0%
Value ($000) $61 Shares 1,100 Est. Cost $38.93 Unrealized +8.2%
ALL Allstate Corp 0.0%
Value ($000) $60 Shares 654 Est. Cost $52.54 Unrealized +43.1%
CAC Camden National Corp 0.0%
Value ($000) $60 Shares 1,386 Est. Cost $19.11 Unrealized +56.3%
VOD Vodafone Group PLC ADR 0.0%
Value ($000) $59 Shares 2,073 Est. Cost $15680.44 Unrealized
Broadcom Ltd 0.0%
Value ($000) $58 Shares 238 Est. Cost $142559.17 Unrealized
AMZN Amazon.com Inc 0.0%
Value ($000) $58 Shares 60 Est. Cost $36.18 Unrealized +35.8%
Buckeye Partners LP 0.0%
Value ($000) $57 Shares 1,000 Est. Cost $59156.20 Unrealized
FLR Fluor Corp 0.0%
Value ($000) $57 Shares 1,345 Est. Cost $42.13 Unrealized -7.8%
ASTE Astec Industries Inc 0.0%
Value ($000) $56 Shares 1,000 Est. Cost $36.44 Unrealized +27.2%
BIV Vanguard Intermediate-Term Bond ETF 0.0%
Value ($000) $56 Shares 662 Est. Cost $64657.10 Unrealized
VAC Marriott Vacations Worldwide Corp 0.0%
Value ($000) $55 Shares 444 Est. Cost $85.26 Unrealized +35.0%
EEMV iShares Edge MSCI Min Vol Emerging Mkts 0.0%
Value ($000) $55 Shares 945 Est. Cost $18042.85 Unrealized
Tri-Continental Corporation 0.0%
Value ($000) $54 Shares 2,105 Est. Cost $22.80 Unrealized
AOR iShares Core Growth Allocation ETF 0.0%
Value ($000) $53 Shares 1,173 Est. Cost $44.33 Unrealized
XTL SPDR S&P Telecom ETF 0.0%
Value ($000) $52 Shares 740 Est. Cost $70.86 Unrealized
DEO Diageo PLC 0.0%
Value ($000) $51 Shares 384 Est. Cost $115945.35 Unrealized
Guggenheim S&P Spin-Off ETF 0.0%
Value ($000) $50 Shares 985 Est. Cost $44.76 Unrealized
CBRE CBRE Group Inc 0.0%
Value ($000) $50 Shares 1,315 Est. Cost $31.72 Unrealized +16.0%
California Resources Corp 0.0%
Value ($000) $50 Shares 4,822 Est. Cost $8257.50 Unrealized
Homebancorp Inc 0.0%
Value ($000) $49 Shares 4,000 Est. Cost $9430.00 Unrealized
MS Morgan Stanley 0.0%
Value ($000) $48 Shares 1,000 Est. Cost $28.24 Unrealized +28.4%
SCHM Schwab US Mid-Cap ETF 0.0%
Value ($000) $47 Shares 945 Est. Cost $38890.29 Unrealized
VXF Vanguard Extended Market ETF 0.0%
Value ($000) $47 Shares 441 Est. Cost $59668.54 Unrealized
AZN Astrazeneca Plc Each Ads Representing 1/2 Of An Ordinary Share 0.0%
Value ($000) $47 Shares 1,378 Est. Cost $35218.54 Unrealized
AMP Ameriprise Financial Inc 0.0%
Value ($000) $46 Shares 310 Est. Cost $101.78 Unrealized +16.6%
UAA Under Armour Inc A 0.0%
Value ($000) $46 Shares 2,770 Est. Cost $34.21 Unrealized -46.3%
DLTR Dollar Tree Inc 0.0%
Value ($000) $46 Shares 525 Est. Cost $78.54 Unrealized -2.9%
Canadian Pacific Railway Ltd 0.0%
Value ($000) $45 Shares 265 Est. Cost $192.86 Unrealized
NYF iShares New York Muni Bond ETF 0.0%
Value ($000) $45 Shares 400 Est. Cost $89662.80 Unrealized
MFC Manulife Financial Corp 0.0%
Value ($000) $45 Shares 2,208 Est. Cost $17.67 Unrealized +12.5%
MKC McCormick & Co Inc Non-Voting 0.0%
Value ($000) $45 Shares 440 Est. Cost $31.80 Unrealized +29.2%
SCZ iShares MSCI EAFE Small-Cap 0.0%
Value ($000) $44 Shares 714 Est. Cost $1005.12 Unrealized
GILD Gilead Sciences Inc 0.0%
Value ($000) $44 Shares 540 Est. Cost $73.58 Unrealized -24.0%
XIFR NextEra Energy Partners LP 0.0%
Value ($000) $43 Shares 1,075 Est. Cost $26.14 Unrealized +52.2%
UA Under Armour Inc C 0.0%
Value ($000) $43 Shares 2,863 Est. Cost $37.40 Unrealized -55.0%
TXT Textron Inc 0.0%
Value ($000) $43 Shares 800 Est. Cost $44.73 Unrealized +9.8%
Cardno Ltd 0.0%
Value ($000) $43 Shares 39,455 Est. Cost $0.94 Unrealized
Pioneer Natural Resources Co 0.0%
Value ($000) $42 Shares 286 Est. Cost $138688.81 Unrealized
Mazor Robotics Ltd 0.0%
Value ($000) $42 Shares 855 Est. Cost $41.20 Unrealized
ESLT Elbit Systems Ltd 0.0%
Value ($000) $42 Shares 285 Est. Cost $92.09 Unrealized +32.1%
WPX Energy Inc Class A 0.0%
Value ($000) $41 Shares 3,533 Est. Cost $12215.50 Unrealized
VSS Vanguard FTSE All-World ex-US Sm-Cp ETF 0.0%
Value ($000) $41 Shares 358 Est. Cost $87700.68 Unrealized
Apollo Global Management LLC Class A 0.0%
Value ($000) $40 Shares 1,315 Est. Cost $28.90 Unrealized
USIG iShares US Credit Bond 0.0%
Value ($000) $40 Shares 355 Est. Cost $61214.55 Unrealized
ISDJF Ishares Cad Select Dvd Idx Etf Unit 0.0%
Value ($000) $40 Shares 2,000 Est. Cost $18769.50 Unrealized
Kansas City Southern 0.0%
Value ($000) $39 Shares 360 Est. Cost $70119.98 Unrealized
Agrium Inc 0.0%
Value ($000) $38 Shares 350 Est. Cost $95365.63 Unrealized
PHTQX PLT HYBRID 2025 Y10 0.0%
Value ($000) $38 Shares 1,528 Est. Cost $24.87 Unrealized
VXUS Vanguard Total International Stock ETF 0.0%
Value ($000) $38 Shares 689 Est. Cost $45072.99 Unrealized
AA Alcoa Corp 0.0%
Value ($000) $38 Shares 823 Est. Cost $25.90 Unrealized +47.5%
FPX First Trust US Equity Opportunities ETF 0.0%
Value ($000) $38 Shares 598 Est. Cost $37214.42 Unrealized
RHI Robert Half International Inc 0.0%
Value ($000) $37 Shares 730 Est. Cost $43.42 Unrealized +6.4%
BAX Baxter International Inc 0.0%
Value ($000) $37 Shares 590 Est. Cost $31.47 Unrealized +70.1%
Guggenheim S&P Global Water ETF 0.0%
Value ($000) $36 Shares 1,056 Est. Cost $28579.69 Unrealized
PK Park hotels and Resorts INC 0.0%
Value ($000) $36 Shares 1,303 Est. Cost $27.69 Unrealized
ISDXF Ishares Canadn Corp Bd Idx Etf Unit 0.0%
Value ($000) $35 Shares 2,100 Est. Cost $16.67 Unrealized
HEEM iShares Currency Hedged MSCI Emerg Mkts 0.0%
Value ($000) $35 Shares 1,350 Est. Cost $18890.29 Unrealized
VCIT Vanguard Intermediate-Term Corp Bd ETF 0.0%
Value ($000) $35 Shares 399 Est. Cost $31666.02 Unrealized
PRLB Proto Labs Inc 0.0%
Value ($000) $34 Shares 425 Est. Cost $70.59 Unrealized +2.4%
NXPI NXP Semiconductors NV 0.0%
Value ($000) $34 Shares 300 Est. Cost $90.48 Unrealized +9.6%
Tiffany & Co 0.0%
Value ($000) $34 Shares 375 Est. Cost $1582.71 Unrealized
BNDX Vanguard Total International Bond ETF 0.0%
Value ($000) $34 Shares 615 Est. Cost $2855.09 Unrealized
GlaxoSmithKline PLC ADR 0.0%
Value ($000) $34 Shares 830 Est. Cost $41604.57 Unrealized
Enbridge Energy Partners LP 0.0%
Value ($000) $33 Shares 2,050 Est. Cost $24108.38 Unrealized
Total System Services Inc 0.0%
Value ($000) $33 Shares 500 Est. Cost $41770.00 Unrealized
OMC Omnicom Group Inc 0.0%
Value ($000) $33 Shares 450 Est. Cost $51.52 Unrealized +10.8%
Aqua America Inc 0.0%
Value ($000) $33 Shares 1,000 Est. Cost $24490.00 Unrealized
AIR AAR Corp 0.0%
Value ($000) $32 Shares 850 Est. Cost $24.80 Unrealized +42.9%
MCK McKesson Corp 0.0%
Value ($000) $32 Shares 210 Est. Cost $193.34 Unrealized -24.5%
TFI SPDR Nuveen Blmbg Barclays Muni Bd ETF 0.0%
Value ($000) $32 Shares 650 Est. Cost $49336.92 Unrealized
SPYX SPDR S&P 500 Fossil Fuel Rsrv Free ETF 0.0%
Value ($000) $31 Shares 505 Est. Cost $20059.54 Unrealized
ORCL Oracle Corp 0.0%
Value ($000) $31 Shares 650 Est. Cost $37.00 Unrealized +18.8%
VLO Valero Energy Corp 0.0%
Value ($000) $31 Shares 400 Est. Cost $38.94 Unrealized +26.9%
EWW iShares MSCI Mexico Capped 0.0%
Value ($000) $30 Shares 550 Est. Cost $13018.93 Unrealized
PowerShares Dividend Achievers ETF 0.0%
Value ($000) $30 Shares 1,200 Est. Cost $20709.47 Unrealized
EFV iShares MSCI EAFE Value 0.0%
Value ($000) $30 Shares 549 Est. Cost $53.31 Unrealized
MWA Mueller Water Products, Inc. 0.0%
Value ($000) $29 Shares 2,240 Est. Cost $9.12 Unrealized +12.9%
VGK Vanguard FTSE Europe ETF 0.0%
Value ($000) $29 Shares 500 Est. Cost $48335.98 Unrealized
CCEP Coca-Cola European Partners PLC 0.0%
Value ($000) $29 Shares 700 Est. Cost $28.83 Unrealized +15.7%
MHK Mohawk Industries Inc 0.0%
Value ($000) $28 Shares 114 Est. Cost $184.98 Unrealized +34.6%
KN Knowles Corp 0.0%
Value ($000) $28 Shares 1,850 Est. Cost $19.39 Unrealized -20.8%
PRGO Perrigo Co PLC 0.0%
Value ($000) $28 Shares 327 Est. Cost $151.87 Unrealized -48.8%
LPX Louisiana-Pacific Corp 0.0%
Value ($000) $28 Shares 1,050 Est. Cost $16.99 Unrealized +50.0%
Tableau Software Inc 0.0%
Value ($000) $28 Shares 375 Est. Cost $66344.25 Unrealized
PowerShares Dynamic Building & Const ETF 0.0%
Value ($000) $27 Shares 875 Est. Cost $24605.43 Unrealized
TOL Toll Brothers Inc 0.0%
Value ($000) $27 Shares 650 Est. Cost $37.23 Unrealized +5.6%
EPP iShares MSCI Pacific ex Japan 0.0%
Value ($000) $26 Shares 560 Est. Cost $43400.00 Unrealized
AAL American Airlines Group Inc 0.0%
Value ($000) $26 Shares 542 Est. Cost $43.35 Unrealized +8.4%
SUB iShares Short-Term National Muni Bond 0.0%
Value ($000) $26 Shares 250 Est. Cost $105668.00 Unrealized
Bank of New York Mellon Corp 0.0%
Value ($000) $25 Shares 1,000 Est. Cost $25.00 Unrealized
Royal Dutch Shell PLC 0.0%
Value ($000) $25 Shares 415 Est. Cost $56850.46 Unrealized
VTIP Vanguard Short-Term Infl-Prot Secs ETF 0.0%
Value ($000) $25 Shares 502 Est. Cost $48679.81 Unrealized
SPDR Blmbg Barclays High Yield Bd ETF 0.0%
Value ($000) $25 Shares 664 Est. Cost $3580.70 Unrealized
UNFI United Natural Foods Inc 0.0%
Value ($000) $25 Shares 590 Est. Cost $65.91 Unrealized -43.5%
CBL & Associates Properties Inc 0.0%
Value ($000) $25 Shares 1,000 Est. Cost $24.00 Unrealized
COST Costco Wholesale Corp 0.0%
Value ($000) $25 Shares 150 Est. Cost $109.42 Unrealized +28.1%
BOND PIMCO Active Bond ETF 0.0%
Value ($000) $24 Shares 225 Est. Cost $107000.00 Unrealized
VOO Vanguard 500 ETF 0.0%
Value ($000) $23 Shares 100 Est. Cost $187740.00 Unrealized
EFAV iShares Edge MSCI Min Vol EAFE ETF 0.0%
Value ($000) $22 Shares 313 Est. Cost $52624.03 Unrealized
SPSB SPDR Portfolio Short Term Corporate Bond ETF 0.0%
Value ($000) $22 Shares 704 Est. Cost $30.14 Unrealized
Kellogg Co 0.0%
Value ($000) $22 Shares 346 Est. Cost $41.63 Unrealized +11.7%
CF CF Industries Holdings Inc 0.0%
Value ($000) $22 Shares 625 Est. Cost $18.89 Unrealized +32.0%
EPR EPR Properties 0.0%
Value ($000) $21 Shares 300 Est. Cost $54780.00 Unrealized
EQT EQT Corp 0.0%
Value ($000) $21 Shares 325 Est. Cost $43.09 Unrealized -27.2%
Southwest Georgia Financial Corp 0.0%
Value ($000) $21 Shares 1,027 Est. Cost $14129.50 Unrealized
IYF Ishares U S Financials Etf 0.0%
Value ($000) $21 Shares 187 Est. Cost $112.30 Unrealized
IDV iShares International Select Dividend 0.0%
Value ($000) $21 Shares 620 Est. Cost $26078.98 Unrealized
iShares Floating Rate ETF 0.0%
Value ($000) $21 Shares 1,300 Est. Cost $12395.08 Unrealized
SCHE Schwab Emerging Markets Equity ETF 0.0%
Value ($000) $20 Shares 761 Est. Cost $335.59 Unrealized
IWS iShares Russell Mid-Cap Value ETF 0.0%
Value ($000) $20 Shares 235 Est. Cost $73870.08 Unrealized
KSA iShares MSCI Saudi Arabia Capped ETF 0.0%
Value ($000) $20 Shares 761 Est. Cost $25.89 Unrealized
QAI IQ Hedge Multi-Strategy Tracker ETF 0.0%
Value ($000) $20 Shares 675 Est. Cost $21452.13 Unrealized
Hillenbrand Inc 0.0%
Value ($000) $19 Shares 500 Est. Cost $30700.00 Unrealized
CNC Centene Corp 0.0%
Value ($000) $19 Shares 200 Est. Cost $35.91 Unrealized +19.9%
Allergan plc 0.0%
Value ($000) $19 Shares 93 Est. Cost $266926.80 Unrealized
DSI iShares MSCI KLD 400 Social ETF 0.0%
Value ($000) $19 Shares 200 Est. Cost $76070.00 Unrealized
AVT Avnet Inc 0.0%
Value ($000) $19 Shares 480 Est. Cost $33.33 Unrealized -5.9%
SLV iShares Silver Trust 0.0%
Value ($000) $19 Shares 1,225 Est. Cost $11799.02 Unrealized
ISHQF Ishares High Qual Cdn Bd Etf Com Unit 0.0%
Value ($000) $19 Shares 1,200 Est. Cost $16862.50 Unrealized
TD Toronto Dominion Bk Ont Com New 0.0%
Value ($000) $18 Shares 323 Est. Cost $46.11 Unrealized +13.9%
UAL United Continental Holdings Inc 0.0%
Value ($000) $18 Shares 300 Est. Cost $57.89 Unrealized +15.1%
TMO Thermo Fisher Scientific Inc 0.0%
Value ($000) $18 Shares 95 Est. Cost $133.51 Unrealized +32.6%
BTG PLC 0.0%
Value ($000) $18 Shares 2,000 Est. Cost $9649.95 Unrealized
ZBH Zimmer Biomet Holdings Inc 0.0%
Value ($000) $18 Shares 155 Est. Cost $102.73 Unrealized +4.9%
Treehouse Foods Inc 0.0%
Value ($000) $17 Shares 250 Est. Cost $76.00 Unrealized
Nuance Communications Inc 0.0%
Value ($000) $17 Shares 1,100 Est. Cost $14.20 Unrealized
AYI Acuity Brands Inc 0.0%
Value ($000) $17 Shares 99 Est. Cost $169.64 Unrealized +6.8%
IFF International Flavors & Fragrances Inc 0.0%
Value ($000) $17 Shares 120 Est. Cost $91.14 Unrealized +21.5%
IRBTQ iRobot Corp 0.0%
Value ($000) $17 Shares 225 Est. Cost $32.80 Unrealized +179.1%
HCP Inc 0.0%
Value ($000) $17 Shares 600 Est. Cost $30.00 Unrealized
CMCSA Comcast Corp Class A 0.0%
Value ($000) $17 Shares 434 Est. Cost $28.37 Unrealized +12.9%
CLX Clorox Co 0.0%
Value ($000) $16 Shares 120 Est. Cost $80.03 Unrealized +31.9%
LogMeIn Inc 0.0%
Value ($000) $16 Shares 143 Est. Cost $100.00 Unrealized
JCI Johnson Controls International PLC 0.0%
Value ($000) $15 Shares 383 Est. Cost $33.21 Unrealized +0.5%
IWB iShares Russell 1000 0.0%
Value ($000) $15 Shares 108 Est. Cost $28197.56 Unrealized
RCI Rogers Communications Inc 0.0%
Value ($000) $15 Shares 300 Est. Cost $37.17 Unrealized +37.5%
BSAC Banco Santander Chile 0.0%
Value ($000) $15 Shares 519 Est. Cost $20248.56 Unrealized
MET MetLife Inc 0.0%
Value ($000) $15 Shares 287 Est. Cost $34.01 Unrealized +7.7%
CYSXF Ishares S&p/Tsx Cdn Pfd Sh Ind Com Unit 0.0%
Value ($000) $15 Shares 1,300 Est. Cost $6705.48 Unrealized
ESGG FlexShares STOXX Glbl ESG Impact ETF 0.0%
Value ($000) $15 Shares 170 Est. Cost $87.02 Unrealized
EDIT Editas Medicine Inc 0.0%
Value ($000) $15 Shares 605 Est. Cost $19.03 Unrealized 0.0%
AOM iShares Core Moderate Allocation ETF 0.0%
Value ($000) $15 Shares 390 Est. Cost $38.46 Unrealized
Viacom Inc 0.0%
Value ($000) $14 Shares 503 Est. Cost $64638.86 Unrealized
MASI Masimo Corp 0.0%
Value ($000) $14 Shares 160 Est. Cost $57.01 Unrealized +55.1%
EWA iShares MSCI Australia 0.0%
Value ($000) $14 Shares 635 Est. Cost $21029.82 Unrealized
VIGI Vanguard Intl Div Apprec ETF 0.0%
Value ($000) $14 Shares 225 Est. Cost $62.22 Unrealized
TPH TRI Pointe Group Inc 0.0%
Value ($000) $14 Shares 1,035 Est. Cost $14.17 Unrealized -6.2%
MOAT VanEck Vectors Morningstar Wide Moat ETF 0.0%
Value ($000) $13 Shares 320 Est. Cost $32518.75 Unrealized
IYH iShares U.S. Healthcare ETF 0.0%
Value ($000) $13 Shares 75 Est. Cost $158720.00 Unrealized
PH Parker Hannifin Corp 0.0%
Value ($000) $13 Shares 75 Est. Cost $101.50 Unrealized +42.4%
SUSA iShares MSCI USA ESG Select ETF 0.0%
Value ($000) $13 Shares 125 Est. Cost $85104.00 Unrealized
SCANA Corp 0.0%
Value ($000) $13 Shares 262 Est. Cost $50648.86 Unrealized
CCL Carnival Corp 0.0%
Value ($000) $13 Shares 200 Est. Cost $55.62 Unrealized +9.5%
AOS A.O. Smith Corp 0.0%
Value ($000) $12 Shares 200 Est. Cost $34.48 Unrealized +40.5%
iShares Edge MSCI Multifactor Canada 0.0%
Value ($000) $12 Shares 500 Est. Cost $22.00 Unrealized
iShares Russell 2000 Growth ETF 0.0%
Value ($000) $12 Shares 581 Est. Cost $16342.67 Unrealized
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
Microsemi Corp 0.0%
Value ($000) $12 Shares 225 Est. Cost $38020.00 Unrealized
iShares Russell 2000 Growth ETF 0.0%
Value ($000) $11 Shares 505 Est. Cost $16315.48 Unrealized
LITE Lumentum Holdings Inc 0.0%
Value ($000) $11 Shares 211 Est. Cost $17.80 Unrealized +226.5%
FTI TechnipFMC PLC 0.0%
Value ($000) $11 Shares 400 Est. Cost $18.41 Unrealized 0.0%
Wyndham Worldwide Corp 0.0%
Value ($000) $11 Shares 100 Est. Cost $81909.09 Unrealized
The Carlyle Group LP 0.0%
Value ($000) $11 Shares 450 Est. Cost $24.44 Unrealized
AVY Avery Dennison Corp 0.0%
Value ($000) $11 Shares 115 Est. Cost $47.65 Unrealized +70.1%
COF Capital One Financial Corp 0.0%
Value ($000) $11 Shares 130 Est. Cost $71.34 Unrealized 0.0%
VHT Vanguard Health Care ETF 0.0%
Value ($000) $11 Shares 75 Est. Cost $139960.00 Unrealized
INTU Intuit Inc 0.0%
Value ($000) $11 Shares 75 Est. Cost $112.43 Unrealized +15.8%
IRM Iron Mountain Inc 0.0%
Value ($000) $11 Shares 273 Est. Cost $19.10 Unrealized +22.6%
COKE Coca-Cola Bottling Co Consolidated 0.0%
Value ($000) $11 Shares 50 Est. Cost $11.15 Unrealized +86.3%
ETFMG Prime Cyber Security ETF 0.0%
Value ($000) $11 Shares 380 Est. Cost $23888.89 Unrealized
HGV Hilton Grand Vacations Inc 0.0%
Value ($000) $10 Shares 249 Est. Cost $28.17 Unrealized +28.6%
Royal Dutch Shell PLC 0.0%
Value ($000) $10 Shares 164 Est. Cost $54.88 Unrealized
PowerShares S&P Intl Dev Low Volatil ETF 0.0%
Value ($000) $10 Shares 300 Est. Cost $20516.67 Unrealized
PCAR PACCAR Inc 0.0%
Value ($000) $10 Shares 140 Est. Cost $32.11 Unrealized +0.9%
FEZ SPDR EURO STOXX 50 ETF 0.0%
Value ($000) $10 Shares 250 Est. Cost $31169.74 Unrealized
VIAV Viavi Solutions Inc 0.0%
Value ($000) $10 Shares 1,050 Est. Cost $6.06 Unrealized +71.9%
PSMT Pricesmart Inc 0.0%
Value ($000) $10 Shares 114 Est. Cost $73.63 Unrealized +2.0%
LUV Southwest Airlines Co 0.0%
Value ($000) $10 Shares 185 Est. Cost $34.60 Unrealized +46.2%
USMV iShares Edge MSCI Min Vol USA 0.0%
Value ($000) $10 Shares 195 Est. Cost $44060.38 Unrealized
PowerShares Water Resources ETF 0.0%
Value ($000) $9 Shares 300 Est. Cost $24948.65 Unrealized
KBE SPDR S&P Bank ETF 0.0%
Value ($000) $9 Shares 205 Est. Cost $36258.54 Unrealized
IGF iShares Global Infrastructure 0.0%
Value ($000) $9 Shares 205 Est. Cost $43.90 Unrealized
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
iShares Russell 2000 Growth ETF 0.0%
Value ($000) $9 Shares 423 Est. Cost $16367.52 Unrealized
CRM Salesforce.com Inc 0.0%
Value ($000) $9 Shares 100 Est. Cost $70.36 Unrealized +29.2%
PowerShares Global Water ETF 0.0%
Value ($000) $9 Shares 380 Est. Cost $23.68 Unrealized
ICE Intercontinental Exchange Inc 0.0%
Value ($000) $9 Shares 135 Est. Cost $47.52 Unrealized +24.5%
ISLDF iShares 1-10 Year Laddered Corp Bd Comm 0.0%
Value ($000) $9 Shares 500 Est. Cost $20.00 Unrealized
Energen Corp 0.0%
Value ($000) $8 Shares 150 Est. Cost $68300.00 Unrealized
IVE iShares S&P 500 Value 0.0%
Value ($000) $8 Shares 70 Est. Cost $92200.00 Unrealized
State Street MSCI ACWI ex USA Index 0.0%
Value ($000) $8 Shares 610 Est. Cost $13.11 Unrealized
ROK Rockwell Automation Inc 0.0%
Value ($000) $8 Shares 47 Est. Cost $92.42 Unrealized +54.2%
ROST Ross Stores Inc 0.0%
Value ($000) $8 Shares 130 Est. Cost $61.17 Unrealized -13.5%
IXJ iShares Global Healthcare 0.0%
Value ($000) $8 Shares 75 Est. Cost $108720.00 Unrealized
VRTX Vertex Pharmaceuticals Inc 0.0%
Value ($000) $8 Shares 50 Est. Cost $125.98 Unrealized +19.5%
State Street MSCI ACWI ex USA Index 0.0%
Value ($000) $8 Shares 610 Est. Cost $13.11 Unrealized
OKE ONEOK Inc 0.0%
Value ($000) $8 Shares 147 Est. Cost $30.31 Unrealized +5.7%
PPL PPL Corp 0.0%
Value ($000) $8 Shares 203 Est. Cost $24.04 Unrealized +10.3%
Stonemor Partners LP 0.0%
Value ($000) $7 Shares 1,000 Est. Cost $6035.60 Unrealized
iShares S&P/TSX Capped Info Tech ETF 0.0%
Value ($000) $7 Shares 450 Est. Cost $14.57 Unrealized
ACWX iShares MSCI ACWI ex US ETF 0.0%
Value ($000) $7 Shares 151 Est. Cost $39046.36 Unrealized
Juniper Networks Inc 0.0%
Value ($000) $7 Shares 250 Est. Cost $28.00 Unrealized
Stericycle Inc 0.0%
Value ($000) $7 Shares 100 Est. Cost $4393.34 Unrealized
IYG iShares US Financial Services ETF 0.0%
Value ($000) $7 Shares 60 Est. Cost $94000.00 Unrealized
PowerShares S&P Intl Dev Hi Div Low Vltl 0.0%
Value ($000) $7 Shares 260 Est. Cost $30.77 Unrealized
STZ Constellation Brands Inc 0.0%
Value ($000) $7 Shares 35 Est. Cost $101.24 Unrealized +71.5%
EPC Edgewell Personal Care 0.0%
Value ($000) $7 Shares 100 Est. Cost $73.69 Unrealized -8.8%
Encana Corp 0.0%
Value ($000) $6 Shares 525 Est. Cost $8399.36 Unrealized
Discover Financial Services 0.0%
Value ($000) $6 Shares 97 Est. Cost $53491.44 Unrealized
NWL Newell Brands Inc 0.0%
Value ($000) $6 Shares 129 Est. Cost $28.21 Unrealized +18.6%
PFG Principal Financial Group Inc 0.0%
Value ($000) $6 Shares 100 Est. Cost $43.60 Unrealized +7.0%
PIMCO Dynamic Credit and Mortgage Inc 0.0%
Value ($000) $6 Shares 250 Est. Cost $20.62 Unrealized
SEDG SolarEdge Technologies Inc 0.0%
Value ($000) $6 Shares 210 Est. Cost $25.21 Unrealized 0.0%
IWN iShares Russell 2000 Value 0.0%
Value ($000) $6 Shares 45 Est. Cost $101235.03 Unrealized
iShares Russell 2000 Growth ETF 0.0%
Value ($000) $6 Shares 270 Est. Cost $16307.41 Unrealized
Mylan Nv 0.0%
Value ($000) $6 Shares 200 Est. Cost $67860.00 Unrealized
BTI British American Tobacco PLC 0.0%
Value ($000) $6 Shares 102 Est. Cost $55073.53 Unrealized
VFC VF Corp 0.0%
Value ($000) $5 Shares 85 Est. Cost $61.20 Unrealized -5.7%
BWA BorgWarner Inc 0.0%
Value ($000) $5 Shares 100 Est. Cost $26.08 Unrealized +37.5%
SodaStream International Ltd 0.0%
Value ($000) $5 Shares 70 Est. Cost $21128.57 Unrealized
VDE Vanguard Energy ETF 0.0%
Value ($000) $5 Shares 50 Est. Cost $72173.18 Unrealized
SHW Sherwin-Williams Co 0.0%
Value ($000) $5 Shares 15 Est. Cost $92.99 Unrealized +14.5%
TXN Texas Instruments Inc 0.0%
Value ($000) $5 Shares 60 Est. Cost $60.64 Unrealized +7.5%
HQY HealthEquity Inc 0.0%
Value ($000) $5 Shares 100 Est. Cost $46.55 Unrealized 0.0%
HSIC Henry Schein Inc 0.0%
Value ($000) $5 Shares 60 Est. Cost $66.60 Unrealized +2.5%
CDK Global Inc 0.0%
Value ($000) $5 Shares 86 Est. Cost $54505.54 Unrealized
Inovio Pharmaceuticals Inc 0.0%
Value ($000) $5 Shares 800 Est. Cost $6.25 Unrealized
TV Grupo Televisa SAB 0.0%
Value ($000) $4 Shares 150 Est. Cost $12957.78 Unrealized
Concho Resources Inc 0.0%
Value ($000) $4 Shares 30 Est. Cost $133.33 Unrealized
CBS Corp Class B 0.0%
Value ($000) $4 Shares 75 Est. Cost $55493.33 Unrealized
AOA iShares Core Aggressive Allocation ETF 0.0%
Value ($000) $4 Shares 73 Est. Cost $54.79 Unrealized
NFLX Netflix Inc 0.0%
Value ($000) $4 Shares 23 Est. Cost $11.85 Unrealized +47.2%
NVO Novo Nordisk A/S 0.0%
Value ($000) $4 Shares 75 Est. Cost $54760.00 Unrealized
WOOD iShares Global Timber & Forestry ETF 0.0%
Value ($000) $4 Shares 65 Est. Cost $52539.54 Unrealized
BKD Brookdale Senior Living Inc 0.0%
Value ($000) $4 Shares 350 Est. Cost $16.80 Unrealized -24.7%
iShares Russell 2000 Growth ETF 0.0%
Value ($000) $4 Shares 185 Est. Cost $16336.96 Unrealized
EIS iShares MSCI Israel Capped 0.0%
Value ($000) $4 Shares 75 Est. Cost $51426.67 Unrealized
Lockheed Martin Corp Call Opt 03/18 330.0 0.0%
Value ($000) $4 Shares 8 Est. Cost Unrealized
EZU iShares MSCI Eurozone 0.0%
Value ($000) $4 Shares 100 Est. Cost $638.21 Unrealized
RGR Sturm Ruger & Co Inc 0.0%
Value ($000) $4 Shares 75 Est. Cost $54.45 Unrealized -3.1%
Scripps Networks Interactive Inc A 0.0%
Value ($000) $4 Shares 50 Est. Cost $75.22 Unrealized
IPAC iShares Core MSCI Pacific ETF 0.0%
Value ($000) $4 Shares 64 Est. Cost $62.50 Unrealized
Arconic Inc 0.0%
Value ($000) $4 Shares 165 Est. Cost $21.79 Unrealized
VMware Inc 0.0%
Value ($000) $4 Shares 35 Est. Cost $85738.03 Unrealized
IPO Renaissance IPO ETF 0.0%
Value ($000) $4 Shares 150 Est. Cost $21327.73 Unrealized
Red Hat Inc 0.0%
Value ($000) $4 Shares 35 Est. Cost $78868.30 Unrealized
SCHF Schwab International Equity ETF 0.0%
Value ($000) $3 Shares 79 Est. Cost $26861.70 Unrealized
Wright Medical Group N V 0.0%
Value ($000) $3 Shares 100 Est. Cost $24180.00 Unrealized
Snyder's-Lance Inc 0.0%
Value ($000) $3 Shares 77 Est. Cost $31467.53 Unrealized
Barrick Gold Corp 0.0%
Value ($000) $3 Shares 160 Est. Cost $10656.25 Unrealized
IJT iShares S&P Small-Cap 600 Growth ETF 0.0%
Value ($000) $3 Shares 18 Est. Cost $131173.73 Unrealized
SCHG Schwab US Large-Cap Growth ETF 0.0%
Value ($000) $3 Shares 40 Est. Cost $52229.95 Unrealized
CC The Chemours Co 0.0%
Value ($000) $3 Shares 60 Est. Cost $7.40 Unrealized +367.3%
EXI iShares Global Industrials ETF 0.0%
Value ($000) $3 Shares 30 Est. Cost $70233.34 Unrealized
SPDR S&P 500 ETF Put Opt 03/18 225.0 0.0%
Value ($000) $3 Shares 10 Est. Cost Unrealized
GOVT iShares US Treasury Bond 0.0%
Value ($000) $3 Shares 117 Est. Cost $5541.53 Unrealized
iShares Russell 2000 Growth ETF 0.0%
Value ($000) $3 Shares 123 Est. Cost $16508.43 Unrealized
Versum Materials Inc 0.0%
Value ($000) $3 Shares 87 Est. Cost $17245.51 Unrealized
TRIP TripAdvisor Inc 0.0%
Value ($000) $3 Shares 75 Est. Cost $72.31 Unrealized -50.0%
EWY iShares MSCI South Korea Capped 0.0%
Value ($000) $3 Shares 50 Est. Cost $43770.93 Unrealized
Volkswagen AG 0.0%
Value ($000) $3 Shares 100 Est. Cost $46250.00 Unrealized
DXJ WisdomTree Japan Hedged Equity ETF 0.0%
Value ($000) $3 Shares 50 Est. Cost $57200.00 Unrealized
ADNT Adient PLC 0.0%
Value ($000) $3 Shares 30 Est. Cost $58.68 Unrealized +18.8%
LYG Lloyds Banking Group PLC 0.0%
Value ($000) $3 Shares 907 Est. Cost $4599.78 Unrealized
SCHW Charles Schwab Corp 0.0%
Value ($000) $3 Shares 60 Est. Cost $36.81 Unrealized +0.9%
El Paso Energy Capital Trust I 0.0%
Value ($000) $3 Shares 60 Est. Cost $49000.00 Unrealized
Gigamon Inc 0.0%
Value ($000) $3 Shares 75 Est. Cost $40.00 Unrealized
Cerner Corp 0.0%
Value ($000) $3 Shares 40 Est. Cost $69050.00 Unrealized
Express Scripts Holding Co 0.0%
Value ($000) $2 Shares 38 Est. Cost $83650.81 Unrealized
CBL & Associates Properties Inc 0.0%
Value ($000) $2 Shares 212 Est. Cost $213.17 Unrealized
FFIV F5 Networks Inc 0.0%
Value ($000) $2 Shares 20 Est. Cost $122.95 Unrealized -1.8%
CMG Chipotle Mexican Grill Inc Class A 0.0%
Value ($000) $2 Shares 5 Est. Cost $12.65 Unrealized -46.7%
FE FirstEnergy Corp 0.0%
Value ($000) $2 Shares 50 Est. Cost $22.43 Unrealized -0.4%
CHH Choice Hotels International Inc 0.0%
Value ($000) $2 Shares 25 Est. Cost $52.59 Unrealized +10.5%
DKS Dick's Sporting Goods Inc 0.0%
Value ($000) $2 Shares 85 Est. Cost $41.47 Unrealized -40.4%
TGB Taseko Mines Ltd 0.0%
Value ($000) $2 Shares 1,000 Est. Cost $0.71 Unrealized +132.6%
MOS The Mosaic Co 0.0%
Value ($000) $2 Shares 100 Est. Cost $35.46 Unrealized -46.6%
State Street MSCI ACWI ex USA Index 0.0%
Value ($000) $2 Shares 181 Est. Cost $11.05 Unrealized
SPEU SPDR STOXX Europe 50 ETF 0.0%
Value ($000) $2 Shares 50 Est. Cost $34768.00 Unrealized
TRMB Trimble Inc 0.0%
Value ($000) $2 Shares 50 Est. Cost $24.44 Unrealized +55.7%
True Nature Holding Inc 0.0%
Value ($000) $2 Shares 10,000 Est. Cost $0.32 Unrealized
SPDR S&P 500 ETF Call Opt 03/18 265.0 0.0%
Value ($000) $2 Shares 10 Est. Cost Unrealized
ONEV SPDR Russell 1000 Low Vol Foc ETF 0.0%
Value ($000) $2 Shares 30 Est. Cost $63700.00 Unrealized
PCRX Pacira Pharmaceuticals Inc 0.0%
Value ($000) $2 Shares 55 Est. Cost $78.75 Unrealized -48.9%
SCHV Schwab US Large-Cap Value ETF 0.0%
Value ($000) $2 Shares 42 Est. Cost $41288.01 Unrealized
VWDRY Vestas Wind Systems A/S 0.0%
Value ($000) $2 Shares 55 Est. Cost $16618.18 Unrealized
ROP Roper Technologies Inc 0.0%
Value ($000) $2 Shares 10 Est. Cost $162.40 Unrealized +37.7%
PWR Quanta Services Inc 0.0%
Value ($000) $2 Shares 50 Est. Cost $28.68 Unrealized +19.9%
PowerShares Preferred ETF 0.0%
Value ($000) $2 Shares 140 Est. Cost $14957.14 Unrealized
Bed Bath & Beyond Inc 0.0%
Value ($000) $2 Shares 95 Est. Cost $68978.95 Unrealized
iShares Russell 2000 Growth ETF 0.0%
Value ($000) $2 Shares 115 Est. Cost $17.39 Unrealized
IAT iShares US Regional Banks 0.0%
Value ($000) $2 Shares 40 Est. Cost $36600.00 Unrealized
K2M Group Holdings Inc 0.0%
Value ($000) $2 Shares 115 Est. Cost $24017.39 Unrealized
Lockheed Martin Corp Put Opt 03/18 270.0 0.0%
Value ($000) $2 Shares 8 Est. Cost Unrealized
iShares MSCI Frontier 100 0.0%
Value ($000) $2 Shares 50 Est. Cost $29260.00 Unrealized
REM iShares Mortgage Real Estate Capped 0.0%
Value ($000) $2 Shares 50 Est. Cost $40.00 Unrealized
ILF iShares Latin America 40 0.0%
Value ($000) $2 Shares 50 Est. Cost $29800.00 Unrealized
Monotype Imaging Holdings Inc 0.0%
Value ($000) $2 Shares 100 Est. Cost $24110.00 Unrealized
USRT iShares Core US REIT ETF 0.0%
Value ($000) $2 Shares 50 Est. Cost $43440.00 Unrealized
OTEX Open Text Corp 0.0%
Value ($000) $2 Shares 70 Est. Cost $22.17 Unrealized +19.8%
USCI United States Commodity Index 0.0%
Value ($000) $1 Shares 17 Est. Cost $43176.47 Unrealized
EWP iShares MSCI Spain Capped 0.0%
Value ($000) $1 Shares 20 Est. Cost $50.00 Unrealized
PowerShares QQQ ETF Call Opt 03/18 155.0 0.0%
Value ($000) $1 Shares 7 Est. Cost Unrealized
ROBO Robo Global Robotics&Automation ETF 0.0%
Value ($000) $1 Shares 25 Est. Cost $40.00 Unrealized
BHF Brighthouse Finl Inc Com 0.0%
Value ($000) $1 Shares 13 Est. Cost $59.99 Unrealized 0.0%
PowerShares QQQ ETF Put Opt 03/18 135.0 0.0%
Value ($000) $1 Shares 5 Est. Cost Unrealized
XYZ Square Inc 0.0%
Value ($000) $1 Shares 30 Est. Cost $26.18 Unrealized 0.0%
PowerShares S&P MidCap Low Volatil ETF 0.0%
Value ($000) $1 Shares 25 Est. Cost $40.00 Unrealized
SCHH Schwab US REIT ETF 0.0%
Value ($000) $1 Shares 23 Est. Cost $39789.40 Unrealized
SJM JM Smucker Co 0.0%
Value ($000) $1 Shares 8 Est. Cost $98.56 Unrealized -11.2%
WIP SPDR Citi Intl Govt Infl-Prot Bd ETF 0.0%
Value ($000) $1 Shares 25 Est. Cost $54880.00 Unrealized
TDC Teradata Corp 0.0%
Value ($000) $1 Shares 31 Est. Cost $31.06 Unrealized 0.0%
IGOV iShares International Treasury Bond ETF 0.0%
Value ($000) $1 Shares 14 Est. Cost $49785.71 Unrealized
AMD Advanced Micro Devices Inc 0.0%
Value ($000) $1 Shares 100 Est. Cost $2.42 Unrealized +439.0%
iShares Russell 2000 Growth ETF 0.0%
Value ($000) $1 Shares 32 Est. Cost $16312.50 Unrealized
IMKTA Ingles Markets Inc 0.0%
Value ($000) $1 Shares 50 Est. Cost $41.57 Unrealized -42.7%
Ferrellgas Partners LP 0.0%
Value ($000) $1 Shares 200 Est. Cost $22530.00 Unrealized
EXPE Expedia Inc 0.0%
Value ($000) $1 Shares 10 Est. Cost $120.15 Unrealized +18.8%
HMC Honda Motor Co Ltd 0.0%
Value ($000) $1 Shares 35 Est. Cost $32400.00 Unrealized
DVN Devon Energy Corp 0.0%
Value ($000) $1 Shares 40 Est. Cost $38.29 Unrealized -40.0%
Forestar Group Inc 0.0%
Value ($000) $1 Shares 50 Est. Cost $13160.00 Unrealized
General Motors Co 0.0%
Value ($000) $1 Shares 50 Est. Cost $15943.40 Unrealized
FSLR First Solar Inc 0.0%
Value ($000) $1 Shares 20 Est. Cost $46.37 Unrealized 0.0%
FSSN Fision Corp 0.0%
Value ($000) $0 Shares 3,061 Est. Cost $0.65 Unrealized
Delphi Automotive PLC Call Opt 10/17 100.0 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
Medgold Resources Corp 0.0%
Value ($000) $0 Shares 16 Est. Cost Unrealized
iShares MSCI EAFE Put Opt 03/18 62.0 0.0%
Value ($000) $0 Shares 5 Est. Cost Unrealized
iShares MSCI EAFE Call Opt 03/18 72.0 0.0%
Value ($000) $0 Shares 5 Est. Cost Unrealized
Motors Liquidation Co GUC Trust 0.0%
Value ($000) $0 Shares 14 Est. Cost $19214.28 Unrealized
Bombardier Inc 0.0%
Value ($000) $0 Shares 200 Est. Cost $1855.00 Unrealized
AT&T Inc Call Opt 11/17 40.0 0.0%
Value ($000) $0 Shares 10 Est. Cost Unrealized
Amr Corp Com Escrow Cusip 0.0%
Value ($000) $0 Shares 1,000 Est. Cost Unrealized
American Technologies Group, Inc. 0.0%
Value ($000) $0 Shares 67 Est. Cost Unrealized
Nordstrom Inc 0.0%
Value ($000) $0 Shares 10 Est. Cost $5039.11 Unrealized
Nortel Networks Corp 0.0%
Value ($000) $0 Shares 10 Est. Cost Unrealized
Precision Technologies 0.0%
Value ($000) $0 Shares 25 Est. Cost Unrealized
Progress Energy, Inc. 0.0%
Value ($000) $0 Shares 225 Est. Cost $346.67 Unrealized
Wolverine World Wide Inc Call Opt 10/17 30.0 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
Westport Fuel Systems Inc 0.0%
Value ($000) $0 Shares 75 Est. Cost $4733.33 Unrealized
PHG Royal Philips NV ADR 0.0%
Value ($000) $0 Shares 1 Est. Cost $25459.58 Unrealized
SCHR Schwab Intermediate-Term US Trs ETF 0.0%
Value ($000) $0 Shares 2 Est. Cost $52761.39 Unrealized
SCHA Schwab US Small-Cap ETF 0.0%
Value ($000) $0 Shares 5 Est. Cost $51216.79 Unrealized