Patten Group, Inc. Diversified Active

CIK: 0001633207 · Show all filings

Period: Q3 2018 (← Previous) (Next →)

Filing Date: Nov 14, 2018

Total Value ($000): $262,237 (100.0% shares, 0.0% debt)

Holdings (690)

KO Coca-Cola Co 4.1%
Value ($000) $10,666 Shares 230,921 Est. Cost $30.19 Unrealized +20.3%
V Visa Inc Class A 3.6%
Value ($000) $9,421 Shares 62,766 Est. Cost $59.86 Unrealized +125.7%
KMB Kimberly-Clark Corp 2.8%
Value ($000) $7,380 Shares 64,939 Est. Cost $76.09 Unrealized +13.7%
AAPL Apple Inc 2.8%
Value ($000) $7,272 Shares 32,213 Est. Cost $24.12 Unrealized +104.2%
MSFT Microsoft Corp 2.2%
Value ($000) $5,844 Shares 51,093 Est. Cost $45.84 Unrealized +119.9%
IWF iShares Russell 1000 Growth 1.8%
Value ($000) $4,778 Shares 30,633 Est. Cost $43139.57 Unrealized
IEFA iShares Core MSCI EAFE 1.7%
Value ($000) $4,505 Shares 70,310 Est. Cost $63.73 Unrealized
SPY SPDR S&P 500 ETF 1.7%
Value ($000) $4,419 Shares 15,201 Est. Cost $26102.53 Unrealized
FRCB First Republic Bank 1.5%
Value ($000) $4,008 Shares 41,746 Est. Cost $52.92 Unrealized +84.5%
United Technologies Corp 1.5%
Value ($000) $3,909 Shares 27,957 Est. Cost $115.15 Unrealized
MMM 3M Co 1.5%
Value ($000) $3,806 Shares 18,064 Est. Cost $97.49 Unrealized +35.6%
JPM JPMorgan Chase & Co 1.4%
Value ($000) $3,672 Shares 32,544 Est. Cost $47.50 Unrealized +95.0%
JNJ Johnson & Johnson 1.4%
Value ($000) $3,577 Shares 25,891 Est. Cost $79.15 Unrealized +36.5%
XOM Exxon Mobil Corp 1.3%
Value ($000) $3,503 Shares 41,208 Est. Cost $57.70 Unrealized +0.9%
INTC Intel Corp 1.2%
Value ($000) $3,268 Shares 69,108 Est. Cost $26.73 Unrealized +55.3%
WY Weyerhaeuser Co 1.2%
Value ($000) $3,208 Shares 99,418 Est. Cost $21.99 Unrealized +17.8%
Premier Inc 1.2%
Value ($000) $3,190 Shares 69,684 Est. Cost $32.43 Unrealized
CSCO Cisco Systems Inc 1.2%
Value ($000) $3,019 Shares 62,054 Est. Cost $19.11 Unrealized +88.6%
VEU Vanguard FTSE All-World ex-US ETF 1.1%
Value ($000) $2,920 Shares 56,107 Est. Cost $9302.48 Unrealized
IJH iShares Core S&P Mid-Cap 1.1%
Value ($000) $2,893 Shares 14,370 Est. Cost $4520.34 Unrealized
Walgreen Boots Alliance Inc Com 1.1%
Value ($000) $2,886 Shares 39,590 Est. Cost $76.18 Unrealized
DXC DXC Technology Co 1.1%
Value ($000) $2,775 Shares 29,669 Est. Cost $76.64 Unrealized +10.5%
MDT Medtronic PLC 1.0%
Value ($000) $2,593 Shares 26,362 Est. Cost $60.77 Unrealized +25.5%
Raytheon Co 1.0%
Value ($000) $2,582 Shares 12,492 Est. Cost $3830.60 Unrealized
BRK/B Berkshire Hathaway Inc B 1.0%
Value ($000) $2,574 Shares 12,021 Est. Cost $145.84 Unrealized +40.7%
XYL Xylem Inc 1.0%
Value ($000) $2,522 Shares 31,582 Est. Cost $32.03 Unrealized +113.2%
CVX Chevron Corp 1.0%
Value ($000) $2,500 Shares 20,443 Est. Cost $70.08 Unrealized +25.4%
CB Chubb Ltd 0.9%
Value ($000) $2,453 Shares 18,357 Est. Cost $97.90 Unrealized +21.8%
DBEF Deutsche X-trackers MSCI EAFE Hedged Eq 0.9%
Value ($000) $2,409 Shares 74,476 Est. Cost $7840.74 Unrealized
PEP PepsiCo Inc 0.9%
Value ($000) $2,240 Shares 20,035 Est. Cost $69.89 Unrealized +29.2%
ECL Ecolab Inc 0.8%
Value ($000) $2,140 Shares 13,650 Est. Cost $101.42 Unrealized +35.1%
Aptiv PLC 0.8%
Value ($000) $2,068 Shares 24,644 Est. Cost $84.82 Unrealized
BDX Becton, Dickinson and Co 0.8%
Value ($000) $2,042 Shares 7,823 Est. Cost $172.49 Unrealized +27.7%
NVDA NVIDIA Corp 0.8%
Value ($000) $2,026 Shares 7,211 Est. Cost $0.72 Unrealized +799.0%
UNM Unum Group 0.8%
Value ($000) $2,019 Shares 51,678 Est. Cost $33.47 Unrealized +11.5%
SunTrust Banks Inc 0.8%
Value ($000) $1,987 Shares 29,746 Est. Cost $42.12 Unrealized
IEMG iShares Core MSCI Emerging Markets ETF 0.7%
Value ($000) $1,928 Shares 37,236 Est. Cost $54.88 Unrealized
BAB Invesco Taxable Municipal Bond ETF 0.7%
Value ($000) $1,907 Shares 65,593 Est. Cost $29.61 Unrealized
MRK Merck & Co Inc 0.7%
Value ($000) $1,786 Shares 25,177 Est. Cost $40.56 Unrealized +24.9%
HON Honeywell International Inc 0.7%
Value ($000) $1,720 Shares 10,338 Est. Cost $72.32 Unrealized +68.2%
VTI Vanguard Total Stock Market ETF 0.6%
Value ($000) $1,688 Shares 11,277 Est. Cost $21404.07 Unrealized
DowDuPont Inc 0.6%
Value ($000) $1,609 Shares 25,025 Est. Cost $68.87 Unrealized
CL Colgate-Palmolive Co 0.6%
Value ($000) $1,577 Shares 23,551 Est. Cost $52.85 Unrealized +5.9%
EFG iShares MSCI EAFE Growth ETF 0.6%
Value ($000) $1,545 Shares 19,296 Est. Cost $22450.88 Unrealized
NVS Novartis Ag 0.6%
Value ($000) $1,541 Shares 17,890 Est. Cost $3909.60 Unrealized
VTR Ventas Inc 0.6%
Value ($000) $1,502 Shares 27,621 Est. Cost $40.00 Unrealized +6.4%
UNH Unitedhealth Group Inc 0.6%
Value ($000) $1,492 Shares 5,609 Est. Cost $215.62 Unrealized +7.0%
MAR Marriott International Inc 0.6%
Value ($000) $1,448 Shares 10,970 Est. Cost $66.18 Unrealized +81.6%
NEE NextEra Energy Inc 0.5%
Value ($000) $1,421 Shares 8,477 Est. Cost $19.08 Unrealized +85.9%
GLW Corning Inc 0.5%
Value ($000) $1,371 Shares 38,832 Est. Cost $17.53 Unrealized +51.0%
Pinnacle Financial Partners Inc 0.5%
Value ($000) $1,348 Shares 22,404 Est. Cost $49302.13 Unrealized
GOOG Alphabet Inc C 0.5%
Value ($000) $1,332 Shares 1,116 Est. Cost $36.39 Unrealized +63.4%
BA Boeing Co 0.5%
Value ($000) $1,325 Shares 3,562 Est. Cost $111.41 Unrealized +204.4%
IWD iShares Russell 1000 Value 0.5%
Value ($000) $1,317 Shares 10,404 Est. Cost $926.82 Unrealized
CNI Canadian National Railway Co 0.5%
Value ($000) $1,309 Shares 14,574 Est. Cost $55.92 Unrealized +35.9%
EFA iShares MSCI EAFE 0.5%
Value ($000) $1,308 Shares 19,235 Est. Cost $6256.12 Unrealized
META Facebook Inc A 0.5%
Value ($000) $1,308 Shares 7,955 Est. Cost $137.58 Unrealized +30.7%
VO Vanguard Mid-Cap ETF 0.5%
Value ($000) $1,292 Shares 7,872 Est. Cost $17202.27 Unrealized
SFNC Simmons First National Corp 0.5%
Value ($000) $1,287 Shares 43,714 Est. Cost $28.19 Unrealized +9.2%
NEM Newmont Mining Corp 0.5%
Value ($000) $1,264 Shares 41,868 Est. Cost $21.34 Unrealized +26.8%
MDU MDU Resources Group Inc 0.5%
Value ($000) $1,251 Shares 48,697 Est. Cost $7.01 Unrealized +22.3%
EMR Emerson Electric Co 0.5%
Value ($000) $1,245 Shares 16,252 Est. Cost $43.76 Unrealized +41.6%
VWO Vanguard FTSE Emerging Markets ETF 0.5%
Value ($000) $1,241 Shares 30,262 Est. Cost $43.08 Unrealized
IDXX IDEXX Laboratories Inc 0.5%
Value ($000) $1,232 Shares 4,935 Est. Cost $69.67 Unrealized +248.4%
PG Procter & Gamble Co 0.5%
Value ($000) $1,196 Shares 14,368 Est. Cost $62.18 Unrealized +9.0%
DIS Walt Disney Co 0.4%
Value ($000) $1,178 Shares 10,072 Est. Cost $91.58 Unrealized +16.4%
CWB SPDR Blmbg Barclays Convert Secs ETF 0.4%
Value ($000) $1,175 Shares 21,778 Est. Cost $1013.30 Unrealized
GOOGL Alphabet Inc A 0.4%
Value ($000) $1,172 Shares 971 Est. Cost $41.00 Unrealized +46.5%
NKE Nike Inc B 0.4%
Value ($000) $1,163 Shares 13,729 Est. Cost $49.07 Unrealized +48.7%
OXY Occidental Petroleum Corp 0.4%
Value ($000) $1,136 Shares 13,819 Est. Cost $59.08 Unrealized +14.7%
Macquarie Infrastructure Corp 0.4%
Value ($000) $1,112 Shares 24,104 Est. Cost $52.57 Unrealized
HST Host Hotels & Resorts Inc 0.4%
Value ($000) $1,094 Shares 51,837 Est. Cost $11.17 Unrealized +43.1%
VVV Valvoline Inc 0.4%
Value ($000) $1,086 Shares 50,466 Est. Cost $22.59 Unrealized -3.8%
RF Regions Financial Corp 0.4%
Value ($000) $1,074 Shares 58,541 Est. Cost $7.14 Unrealized +95.3%
D Dominion Resources Inc 0.4%
Value ($000) $1,069 Shares 15,207 Est. Cost $47.67 Unrealized +7.0%
NGVT Ingevity Corp Com 0.4%
Value ($000) $1,068 Shares 10,479 Est. Cost $36.79 Unrealized +162.4%
IWV iShares Russell 3000 0.4%
Value ($000) $1,052 Shares 6,105 Est. Cost $91510.56 Unrealized
QQQ Invesco QQQ Trust 0.4%
Value ($000) $1,031 Shares 5,550 Est. Cost $171.66 Unrealized
IVV iShares Core S&P 500 0.4%
Value ($000) $1,019 Shares 3,481 Est. Cost $12011.12 Unrealized
TJX TJX Companies Inc 0.4%
Value ($000) $1,013 Shares 9,045 Est. Cost $28.20 Unrealized +64.8%
WAB Westinghouse Air Brake Technologies Corp 0.4%
Value ($000) $993 Shares 9,470 Est. Cost $79.51 Unrealized +29.7%
ETN Eaton Corp PLC 0.4%
Value ($000) $988 Shares 11,394 Est. Cost $51.62 Unrealized +37.8%
Praxair Inc 0.4%
Value ($000) $944 Shares 5,875 Est. Cost $5356.73 Unrealized
TCEHY Tencent Holdings Ltd ADR 0.4%
Value ($000) $936 Shares 22,910 Est. Cost $40.86 Unrealized
WMB Williams Companies Inc 0.4%
Value ($000) $928 Shares 34,144 Est. Cost $18.39 Unrealized +4.6%
SLB Schlumberger Ltd 0.4%
Value ($000) $927 Shares 15,220 Est. Cost $58.55 Unrealized -11.1%
IJK iShares S&P Mid-Cap 400 Growth 0.3%
Value ($000) $913 Shares 3,920 Est. Cost $44744.53 Unrealized
T AT&T Inc 0.3%
Value ($000) $911 Shares 27,145 Est. Cost $12.23 Unrealized +18.4%
IJR iShares Core S&P Small-Cap 0.3%
Value ($000) $870 Shares 9,967 Est. Cost $80.55 Unrealized
VZ Verizon Communications Inc 0.3%
Value ($000) $850 Shares 15,926 Est. Cost $28.49 Unrealized +25.1%
LOW Lowe's Companies Inc 0.3%
Value ($000) $847 Shares 7,378 Est. Cost $56.55 Unrealized +61.0%
IHDG WisdomTree International Hedged Quality Dividend Growth ETF 0.3%
Value ($000) $833 Shares 25,968 Est. Cost $30.56 Unrealized
LMT Lockheed Martin Corp 0.3%
Value ($000) $799 Shares 2,309 Est. Cost $220.13 Unrealized +20.0%
Anadarko Petroleum Corp 0.3%
Value ($000) $775 Shares 11,502 Est. Cost $3817.93 Unrealized
HD The Home Depot Inc 0.3%
Value ($000) $768 Shares 3,707 Est. Cost $93.17 Unrealized +80.3%
WestRock Co 0.3%
Value ($000) $766 Shares 14,342 Est. Cost $48389.89 Unrealized
XLV Select Sector Spdr Trust The Health Care Select Sector Spdr Fund 0.3%
Value ($000) $754 Shares 7,928 Est. Cost $1149.79 Unrealized
IXN iShares Global Tech ETF 0.3%
Value ($000) $743 Shares 4,240 Est. Cost $35443.16 Unrealized
IWM iShares Russell 2000 0.3%
Value ($000) $705 Shares 5,139 Est. Cost $52766.82 Unrealized
IGM iShares North American Tech 0.3%
Value ($000) $664 Shares 3,173 Est. Cost $102.22 Unrealized
VTV Vanguard Value ETF 0.2%
Value ($000) $648 Shares 5,855 Est. Cost $25067.19 Unrealized
NOC Northrop Grumman Corp 0.2%
Value ($000) $643 Shares 2,025 Est. Cost $123.84 Unrealized +117.8%
VNQ Vanguard REIT ETF 0.2%
Value ($000) $635 Shares 7,872 Est. Cost $25226.25 Unrealized
EL The Estee Lauder Companies Inc Class A 0.2%
Value ($000) $625 Shares 4,304 Est. Cost $64.35 Unrealized +96.5%
MA Mastercard Inc A 0.2%
Value ($000) $613 Shares 2,754 Est. Cost $98.34 Unrealized +103.7%
DON WisdomTree US MidCap Dividend ETF 0.2%
Value ($000) $599 Shares 16,250 Est. Cost $3980.02 Unrealized
ADSK Autodesk Inc 0.2%
Value ($000) $599 Shares 3,840 Est. Cost $62.75 Unrealized +125.0%
VUG Vanguard Growth ETF 0.2%
Value ($000) $597 Shares 3,705 Est. Cost $964.04 Unrealized
Apache Corp 0.2%
Value ($000) $562 Shares 11,793 Est. Cost $17386.85 Unrealized
XLK Technology Select Sector SPDR ETF 0.2%
Value ($000) $553 Shares 7,346 Est. Cost $11751.43 Unrealized
JH Financial Opportunities 0.2%
Value ($000) $532 Shares 14,380 Est. Cost $24.00 Unrealized
PHDG Invesco S&P 500 Downside Hedged ETF 0.2%
Value ($000) $531 Shares 17,950 Est. Cost $29.07 Unrealized
QCGLIX CREF Global Equities R3 0.2%
Value ($000) $529 Shares 2,822 Est. Cost $187.46 Unrealized
DNP Select Income 0.2%
Value ($000) $516 Shares 46,588 Est. Cost $6035.25 Unrealized
EELV Invesco S&P Emerging Markets Low Vol ETF 0.2%
Value ($000) $515 Shares 20,731 Est. Cost $24.53 Unrealized
PYPL PayPal Holdings Inc 0.2%
Value ($000) $510 Shares 5,802 Est. Cost $38.85 Unrealized +126.2%
RHHBY Roche Holding AG ADR 0.2%
Value ($000) $494 Shares 16,357 Est. Cost $30.20 Unrealized
VBR Vanguard Small-Cap Value ETF 0.2%
Value ($000) $492 Shares 3,527 Est. Cost $3776.95 Unrealized
GLD SPDR Gold Shares 0.2%
Value ($000) $483 Shares 4,279 Est. Cost $6574.23 Unrealized
DG Dollar General Corp 0.2%
Value ($000) $481 Shares 4,404 Est. Cost $72.15 Unrealized +30.9%
EPD Enterprise Products Partners LP 0.2%
Value ($000) $478 Shares 16,637 Est. Cost $30.98 Unrealized
DAL Delta Air Lines Inc 0.2%
Value ($000) $473 Shares 8,180 Est. Cost $34.14 Unrealized +50.5%
XLY Select Sector Spdr Fund Shs Ben Consumer Discretionary 0.2%
Value ($000) $464 Shares 3,962 Est. Cost $13344.88 Unrealized
ATO Atmos Energy Corp 0.2%
Value ($000) $461 Shares 4,914 Est. Cost $40.22 Unrealized +92.1%
Hanesbrands Inc 0.2%
Value ($000) $447 Shares 24,240 Est. Cost $65.41 Unrealized
XLF Financial Select Sector SPDR ETF 0.2%
Value ($000) $444 Shares 16,110 Est. Cost $7683.17 Unrealized
UPS United Parcel Service Inc Class B 0.2%
Value ($000) $443 Shares 3,792 Est. Cost $69.28 Unrealized +27.7%
AWK American Water Works Co Inc 0.2%
Value ($000) $443 Shares 5,035 Est. Cost $53.81 Unrealized +42.3%
IBM International Business Machines Corp 0.2%
Value ($000) $440 Shares 2,910 Est. Cost $101.75 Unrealized -0.5%
HEDJ Wisdomtree Europe Hedged Equity ETF 0.2%
Value ($000) $434 Shares 6,865 Est. Cost $9565.32 Unrealized
MOAT VanEck Vectors Morningstar Wide Moat ETF 0.2%
Value ($000) $431 Shares 9,223 Est. Cost $1169.59 Unrealized
AGG iShares Core US Aggregate Bond 0.2%
Value ($000) $429 Shares 4,065 Est. Cost $23503.75 Unrealized
VIG Vanguard Dividend Appreciation ETF 0.2%
Value ($000) $426 Shares 3,853 Est. Cost $38456.59 Unrealized
SYK Stryker Corp 0.2%
Value ($000) $423 Shares 2,378 Est. Cost $129.81 Unrealized +21.4%
DOV Dover Corp 0.2%
Value ($000) $418 Shares 4,722 Est. Cost $50.83 Unrealized +45.2%
MCD McDonald's Corp 0.2%
Value ($000) $416 Shares 2,486 Est. Cost $84.14 Unrealized +60.2%
PSX Phillips 66 0.2%
Value ($000) $413 Shares 3,660 Est. Cost $55.31 Unrealized +55.6%
WWW Wolverine World Wide Inc 0.2%
Value ($000) $406 Shares 10,401 Est. Cost $15.93 Unrealized +99.1%
COP ConocoPhillips 0.2%
Value ($000) $405 Shares 5,239 Est. Cost $40.60 Unrealized +38.8%
Celgene Corp 0.1%
Value ($000) $393 Shares 4,397 Est. Cost $113129.91 Unrealized
AZN Astrazeneca Plc Each Ads Representing 1/2 Of An Ordinary Share 0.1%
Value ($000) $390 Shares 9,856 Est. Cost $3783.40 Unrealized
HDV Ishares Core High Dividend Etf 0.1%
Value ($000) $390 Shares 4,312 Est. Cost $76.70 Unrealized
AMGN Amgen Inc 0.1%
Value ($000) $389 Shares 1,879 Est. Cost $123.63 Unrealized +27.3%
AXP American Express Co 0.1%
Value ($000) $368 Shares 3,455 Est. Cost $76.94 Unrealized +22.3%
Public Storage 0.1%
Value ($000) $361 Shares 15,142 Est. Cost $23.84 Unrealized
RSG Republic Services Inc 0.1%
Value ($000) $360 Shares 4,950 Est. Cost $32.00 Unrealized +102.0%
MUNI PIMCO Intermediate Municipal Bd Actv ETF 0.1%
Value ($000) $360 Shares 6,850 Est. Cost $53.63 Unrealized
C Citigroup Inc 0.1%
Value ($000) $353 Shares 4,927 Est. Cost $50.06 Unrealized +9.4%
WMT Wal-Mart Stores Inc 0.1%
Value ($000) $351 Shares 3,739 Est. Cost $17.89 Unrealized +52.8%
UNP Union Pacific Corp 0.1%
Value ($000) $347 Shares 2,130 Est. Cost $88.15 Unrealized +45.0%
BB&T Corp 0.1%
Value ($000) $339 Shares 6,983 Est. Cost $5615.33 Unrealized
SNY Sanofi 0.1%
Value ($000) $338 Shares 7,577 Est. Cost $7363.01 Unrealized
ITOT iShares Core S&P Total US Stock Mkt ETF 0.1%
Value ($000) $334 Shares 5,014 Est. Cost $15256.42 Unrealized
AIG American International Group Inc 0.1%
Value ($000) $323 Shares 6,075 Est. Cost $41.13 Unrealized +7.4%
PM Philip Morris International Inc 0.1%
Value ($000) $323 Shares 3,964 Est. Cost $55.68 Unrealized -0.4%
IEF iShares 7-10 Year Treasury Bond ETF 0.1%
Value ($000) $319 Shares 3,156 Est. Cost $17729.14 Unrealized
ILMN Illumina Inc 0.1%
Value ($000) $318 Shares 865 Est. Cost $143.27 Unrealized +123.7%
AMAT Applied Materials Inc 0.1%
Value ($000) $313 Shares 8,091 Est. Cost $19.44 Unrealized +109.3%
BMY Bristol-Myers Squibb Company 0.1%
Value ($000) $309 Shares 4,973 Est. Cost $39.82 Unrealized +12.9%
Laboratory Corp of America Holdings 0.1%
Value ($000) $308 Shares 1,773 Est. Cost $98757.76 Unrealized
Splunk Inc 0.1%
Value ($000) $300 Shares 2,479 Est. Cost $27848.62 Unrealized
DVY iShares Select Dividend 0.1%
Value ($000) $299 Shares 2,996 Est. Cost $79.33 Unrealized
GIS General Mills Inc 0.1%
Value ($000) $297 Shares 6,915 Est. Cost $35.35 Unrealized -1.1%
GD General Dynamics Corp 0.1%
Value ($000) $297 Shares 1,451 Est. Cost $107.02 Unrealized +54.5%
SRE Sempra Energy 0.1%
Value ($000) $294 Shares 2,585 Est. Cost $38.81 Unrealized +17.4%
XLI Industrial Select Sector SPDR ETF 0.1%
Value ($000) $287 Shares 3,666 Est. Cost $20955.06 Unrealized
AVNS Avanos Med Inc 0.1%
Value ($000) $285 Shares 4,155 Est. Cost $64.35 Unrealized 0.0%
DUK Duke Energy Corp 0.1%
Value ($000) $282 Shares 3,523 Est. Cost $52.66 Unrealized +14.0%
IBB iShares Nasdaq Biotechnology 0.1%
Value ($000) $281 Shares 2,307 Est. Cost $8059.82 Unrealized
IJJ iShares S&P Mid-Cap 400 Value ETF 0.1%
Value ($000) $280 Shares 1,676 Est. Cost $50113.93 Unrealized
ACN Accenture PLC A 0.1%
Value ($000) $279 Shares 1,640 Est. Cost $92.00 Unrealized +62.2%
BMO Bank Montreal Que Com 0.1%
Value ($000) $272 Shares 3,298 Est. Cost $40.32 Unrealized +46.4%
SBUX Starbucks Corp 0.1%
Value ($000) $272 Shares 4,780 Est. Cost $43.88 Unrealized +2.7%
HLT Hilton Worldwide Holdings Inc 0.1%
Value ($000) $268 Shares 3,322 Est. Cost $48.81 Unrealized +57.7%
GVI iShares Intermediate Govt/Crdt Bd ETF 0.1%
Value ($000) $262 Shares 2,440 Est. Cost $15385.26 Unrealized
IUSG Ishares Core U S Growth Etf 0.1%
Value ($000) $261 Shares 4,205 Est. Cost $35334.54 Unrealized
ABBV AbbVie Inc 0.1%
Value ($000) $260 Shares 2,749 Est. Cost $41.90 Unrealized +65.1%
IWB iShares Russell 1000 0.1%
Value ($000) $251 Shares 1,555 Est. Cost $2103.52 Unrealized
XLE Select Sector Spdr Trust Shs Ben Int Energy 0.1%
Value ($000) $251 Shares 3,308 Est. Cost $6879.24 Unrealized
MUB iShares National Muni Bond ETF 0.1%
Value ($000) $250 Shares 2,315 Est. Cost $12390.27 Unrealized
SCHP Schwab US TIPS ETF 0.1%
Value ($000) $250 Shares 4,642 Est. Cost $49917.92 Unrealized
VV Vanguard Large-Cap ETF 0.1%
Value ($000) $246 Shares 1,846 Est. Cost $69088.78 Unrealized
EWC iShares MSCI Canada 0.1%
Value ($000) $244 Shares 8,465 Est. Cost $28.78 Unrealized
RSP Invesco S&P 500 Equal Weight ETF 0.1%
Value ($000) $242 Shares 2,270 Est. Cost $102.69 Unrealized
QCOM Qualcomm Inc 0.1%
Value ($000) $241 Shares 3,341 Est. Cost $52.67 Unrealized +3.7%
XLP Consumer Staples Select Sector SPDR ETF 0.1%
Value ($000) $240 Shares 4,447 Est. Cost $6068.45 Unrealized
IYT iShares Transportation Average 0.1%
Value ($000) $236 Shares 1,155 Est. Cost $142636.22 Unrealized
PFE Pfizer Inc 0.1%
Value ($000) $232 Shares 5,256 Est. Cost $20.70 Unrealized +33.6%
DLR Digital Realty Trust Inc 0.1%
Value ($000) $230 Shares 2,045 Est. Cost $82.06 Unrealized +12.8%
iShares Gold Trust 0.1%
Value ($000) $228 Shares 19,975 Est. Cost $624.63 Unrealized
CIPMX CHAMPLAIN MDCAP CIT 0.1%
Value ($000) $220 Shares 11,646 Est. Cost $18.89 Unrealized
LMBS First Trust Low Duration Oppos ETF 0.1%
Value ($000) $220 Shares 4,322 Est. Cost $51.47 Unrealized
QCSTIX CREF Stock R3 0.1%
Value ($000) $212 Shares 411 Est. Cost $515.82 Unrealized
Reliant Bancorp Inc 0.1%
Value ($000) $210 Shares 8,227 Est. Cost $24.99 Unrealized
BlackRock Inc 0.1%
Value ($000) $204 Shares 433 Est. Cost $87793.98 Unrealized
IYW Ishares U S Technology Etf 0.1%
Value ($000) $199 Shares 1,025 Est. Cost $104669.70 Unrealized
CHD Church & Dwight Co Inc 0.1%
Value ($000) $198 Shares 3,334 Est. Cost $40.10 Unrealized +29.1%
VOT Vanguard Mid-Cap Growth ETF 0.1%
Value ($000) $192 Shares 1,348 Est. Cost $29713.95 Unrealized
CAT Caterpillar Inc 0.1%
Value ($000) $191 Shares 1,250 Est. Cost $93.54 Unrealized +28.8%
IP International Paper Co 0.1%
Value ($000) $191 Shares 3,890 Est. Cost $29.09 Unrealized +22.5%
BP BP PLC ADR 0.1%
Value ($000) $189 Shares 4,108 Est. Cost $19014.25 Unrealized
VYM Vanguard High Dividend Yield ETF 0.1%
Value ($000) $184 Shares 2,108 Est. Cost $1598.69 Unrealized
DHR Danaher Corp 0.1%
Value ($000) $183 Shares 1,689 Est. Cost $45.59 Unrealized +93.1%
KHC The Kraft Heinz Co 0.1%
Value ($000) $170 Shares 3,076 Est. Cost $49.78 Unrealized -16.0%
BIIB Biogen Inc 0.1%
Value ($000) $167 Shares 472 Est. Cost $323.45 Unrealized +6.4%
JD JD.com Inc ADR 0.1%
Value ($000) $165 Shares 6,338 Est. Cost $39.58 Unrealized
MDLZ Mondelez International Inc Class A 0.1%
Value ($000) $165 Shares 3,835 Est. Cost $32.81 Unrealized +8.5%
TA QS Investors Active Asset Allocation - Conservative 0.1%
Value ($000) $163 Shares 133,326 Est. Cost $1.22 Unrealized
FLOT iShares Floating Rate Bond ETF 0.1%
Value ($000) $161 Shares 3,150 Est. Cost $24864.75 Unrealized
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF 0.1%
Value ($000) $161 Shares 1,403 Est. Cost $119.54 Unrealized
LLY Eli Lilly and Co 0.1%
Value ($000) $161 Shares 1,500 Est. Cost $61.10 Unrealized +47.7%
TIP iShares TIPS Bond 0.1%
Value ($000) $156 Shares 1,409 Est. Cost $57540.16 Unrealized
VBK Vanguard Small-Cap Growth ETF 0.1%
Value ($000) $156 Shares 834 Est. Cost $158.99 Unrealized
KRE SPDR S&P Regional Banking ETF 0.1%
Value ($000) $154 Shares 2,591 Est. Cost $19343.35 Unrealized
VNQI Vanguard Global ex-US Real Estate ETF 0.1%
Value ($000) $150 Shares 2,672 Est. Cost $42839.11 Unrealized
MAA Mid-America Apartment Communities Inc 0.1%
Value ($000) $150 Shares 1,500 Est. Cost $52.27 Unrealized +50.5%
BAC Bank of America Corporation 0.1%
Value ($000) $148 Shares 5,028 Est. Cost $16.63 Unrealized +53.2%
ROKU Roku Inc 0.1%
Value ($000) $146 Shares 2,006 Est. Cost $54.58 Unrealized +4.9%
Mazor Robotics Ltd 0.1%
Value ($000) $146 Shares 2,500 Est. Cost $50.44 Unrealized
CVS CVS Health Corp 0.1%
Value ($000) $145 Shares 1,844 Est. Cost $62.28 Unrealized -9.3%
CSL Carlisle Companies Inc 0.1%
Value ($000) $144 Shares 1,185 Est. Cost $91.76 Unrealized +21.5%
FCX Freeport-McMoRan Inc 0.1%
Value ($000) $139 Shares 10,000 Est. Cost $18.39 Unrealized -25.1%
NJR New Jersey Resources Corp 0.1%
Value ($000) $138 Shares 3,000 Est. Cost $21.03 Unrealized +68.9%
General Electric Co 0.1%
Value ($000) $137 Shares 12,157 Est. Cost $4899.92 Unrealized
XLU Select Sector Spdr Trust The Utilities Select Sector Spdr Trust 0.1%
Value ($000) $136 Shares 2,575 Est. Cost $20704.52 Unrealized
IGIB Ishares Tr Intrm Tr Crp Etf 0.1%
Value ($000) $132 Shares 2,480 Est. Cost $107.06 Unrealized
AVGO Broadcom Inc Com 0.0%
Value ($000) $129 Shares 521 Est. Cost $18.91 Unrealized -3.4%
ITA iShares US Aerospace & Defense ETF 0.0%
Value ($000) $128 Shares 590 Est. Cost $157.17 Unrealized
ABT Abbott Laboratories 0.0%
Value ($000) $125 Shares 1,698 Est. Cost $39.94 Unrealized +44.8%
GM General Motors Co 0.0%
Value ($000) $125 Shares 3,720 Est. Cost $25.28 Unrealized +30.9%
GS Goldman Sachs Group Inc 0.0%
Value ($000) $123 Shares 550 Est. Cost $200.65 Unrealized -2.1%
TGT Target Corp 0.0%
Value ($000) $122 Shares 1,380 Est. Cost $59.06 Unrealized +15.1%
Nuveen S&P 500 Buy-Write Income 0.0%
Value ($000) $122 Shares 8,465 Est. Cost $3868.36 Unrealized
BK Bank of New York Mellon Corp 0.0%
Value ($000) $121 Shares 2,379 Est. Cost $36.89 Unrealized +15.8%
WM Waste Management Inc 0.0%
Value ($000) $116 Shares 1,280 Est. Cost $45.88 Unrealized +70.6%
WABCO Holdings Inc 0.0%
Value ($000) $116 Shares 981 Est. Cost $122279.00 Unrealized
XMMO Invesco Russell MidCap Pure Growth ETF 0.0%
Value ($000) $115 Shares 2,110 Est. Cost $49.97 Unrealized
DE Deere & Co 0.0%
Value ($000) $114 Shares 760 Est. Cost $128.61 Unrealized 0.0%
ASH Ashland Global Holdings Inc 0.0%
Value ($000) $112 Shares 1,340 Est. Cost $50.73 Unrealized +45.2%
VOE Vanguard Mid-Cap Value ETF 0.0%
Value ($000) $110 Shares 971 Est. Cost $37572.51 Unrealized
SDG iShares MSCI Global Impact ETF 0.0%
Value ($000) $108 Shares 1,855 Est. Cost $57.06 Unrealized
XITK SPDR FactSet Innovative Technology ETF 0.0%
Value ($000) $107 Shares 1,032 Est. Cost $93.96 Unrealized
SLYV SPDR S&P 600 Small Cap Value ETF 0.0%
Value ($000) $107 Shares 1,560 Est. Cost $50456.54 Unrealized
FLR Fluor Corp 0.0%
Value ($000) $105 Shares 1,815 Est. Cost $44.46 Unrealized +16.7%
AMZN Amazon.com Inc 0.0%
Value ($000) $104 Shares 52 Est. Cost $41.74 Unrealized +125.3%
Magellan Midstream Partners LP 0.0%
Value ($000) $102 Shares 1,500 Est. Cost $82.50 Unrealized
NXPI NXP Semiconductors NV 0.0%
Value ($000) $101 Shares 1,180 Est. Cost $86.13 Unrealized -1.0%
ENB Enbridge Inc Com 0.0%
Value ($000) $100 Shares 3,097 Est. Cost $24.79 Unrealized -11.4%
DFNL Davis Select Financial ETF 0.0%
Value ($000) $98 Shares 3,980 Est. Cost $23.95 Unrealized
NUE Nucor Corp 0.0%
Value ($000) $97 Shares 1,525 Est. Cost $37.41 Unrealized +45.9%
Citrix Systems Inc 0.0%
Value ($000) $96 Shares 861 Est. Cost $64871.54 Unrealized
McDermott International Inc 0.0%
Value ($000) $96 Shares 5,225 Est. Cost $19.71 Unrealized
TM Toyota Motor Corporation Ads 0.0%
Value ($000) $96 Shares 770 Est. Cost $131829.03 Unrealized
SPYX SPDR S&P 500 Fossil Fuel Rsrv Free ETF 0.0%
Value ($000) $95 Shares 1,347 Est. Cost $4668.25 Unrealized
SYF Synchrony Financial 0.0%
Value ($000) $95 Shares 3,041 Est. Cost $23.00 Unrealized +15.0%
NSRGY Nestle SA ADR 0.0%
Value ($000) $95 Shares 1,140 Est. Cost $83.33 Unrealized
Southwestern Energy Co 0.0%
Value ($000) $94 Shares 18,465 Est. Cost $2647.71 Unrealized
MO Altria Group Inc 0.0%
Value ($000) $92 Shares 1,531 Est. Cost $29.83 Unrealized +12.5%
NWL Newell Brands Inc 0.0%
Value ($000) $91 Shares 4,496 Est. Cost $23.80 Unrealized -30.3%
SWKS Skyworks Solutions Inc 0.0%
Value ($000) $91 Shares 1,000 Est. Cost $64.93 Unrealized +21.4%
SO Southern Co 0.0%
Value ($000) $90 Shares 2,053 Est. Cost $31.76 Unrealized +7.9%
XLB Materials Select Sector SPDR ETF 0.0%
Value ($000) $89 Shares 1,531 Est. Cost $29947.88 Unrealized
DIA SPDR Dow Jones Industrial Average ETF 0.0%
Value ($000) $89 Shares 335 Est. Cost $175820.00 Unrealized
C&J Energy Services Inc 0.0%
Value ($000) $85 Shares 4,105 Est. Cost $20.71 Unrealized
SCHX Schwab US Large-Cap ETF 0.0%
Value ($000) $85 Shares 1,218 Est. Cost $867.07 Unrealized
SPHD Invesco S&P 500 High Div Low Vol ETF 0.0%
Value ($000) $85 Shares 2,048 Est. Cost $41.20 Unrealized
FTI TechnipFMC PLC 0.0%
Value ($000) $85 Shares 2,705 Est. Cost $20.72 Unrealized +1.9%
XIFR NextEra Energy Partners LP 0.0%
Value ($000) $84 Shares 1,725 Est. Cost $32.40 Unrealized +46.6%
IVW iShares S&P 500 Growth 0.0%
Value ($000) $83 Shares 467 Est. Cost $113859.32 Unrealized
EOG EOG Resources Inc 0.0%
Value ($000) $82 Shares 645 Est. Cost $65.84 Unrealized +38.8%
USB US Bancorp 0.0%
Value ($000) $80 Shares 1,510 Est. Cost $29.92 Unrealized +30.8%
BHB Bar Harbor Bankshares Inc 0.0%
Value ($000) $80 Shares 2,773 Est. Cost $17.63 Unrealized +25.3%
HD Supply Holdings Inc 0.0%
Value ($000) $79 Shares 1,855 Est. Cost $25622.01 Unrealized
CMI Cummins Inc 0.0%
Value ($000) $77 Shares 525 Est. Cost $102.53 Unrealized +13.3%
ALL Allstate Corp 0.0%
Value ($000) $74 Shares 754 Est. Cost $56.13 Unrealized +46.2%
VSS Vanguard FTSE All-World ex-US Sm-Cp ETF 0.0%
Value ($000) $74 Shares 656 Est. Cost $45625.36 Unrealized
SCHZ Schwab US Aggregate Bond ETF 0.0%
Value ($000) $74 Shares 1,477 Est. Cost $12930.49 Unrealized
KR The Kroger Co 0.0%
Value ($000) $73 Shares 2,510 Est. Cost $26.97 Unrealized -5.8%
AFL Aflac Inc 0.0%
Value ($000) $72 Shares 1,540 Est. Cost $30.71 Unrealized +25.3%
BNS Bank Of Nova Scotia 0.0%
Value ($000) $72 Shares 1,205 Est. Cost $31.00 Unrealized +27.3%
Vectren Corp 0.0%
Value ($000) $71 Shares 1,000 Est. Cost $38480.00 Unrealized
AEP American Electric Power Co Inc 0.0%
Value ($000) $71 Shares 1,000 Est. Cost $38.89 Unrealized +41.1%
ORCL Oracle Corp 0.0%
Value ($000) $70 Shares 1,359 Est. Cost $40.43 Unrealized +7.8%
TSM Taiwan Semiconductor Manufacturing Co Ltd 0.0%
Value ($000) $70 Shares 1,575 Est. Cost $44.44 Unrealized
EWG iShares MSCI Germany 0.0%
Value ($000) $69 Shares 2,325 Est. Cost $27.68 Unrealized
California Resources Corp 0.0%
Value ($000) $68 Shares 1,395 Est. Cost $7755.36 Unrealized
BlackRock Taxable Municipal Bond Trust 0.0%
Value ($000) $68 Shares 3,200 Est. Cost $19870.00 Unrealized
Atlantic Capital Bancshares Inc 0.0%
Value ($000) $66 Shares 3,952 Est. Cost $13306.18 Unrealized
ISHXF Ishares Canadn Govt Bd Idx Etf Unit 0.0%
Value ($000) $66 Shares 4,065 Est. Cost $16.24 Unrealized
Apergy Corp 0.0%
Value ($000) $65 Shares 1,500 Est. Cost $42.00 Unrealized
WPX Energy Inc Class A 0.0%
Value ($000) $64 Shares 3,200 Est. Cost $12215.50 Unrealized
IJT iShares S&P Small-Cap 600 Growth ETF 0.0%
Value ($000) $64 Shares 318 Est. Cost $7585.13 Unrealized
FTV Fortive Corp Com 0.0%
Value ($000) $64 Shares 762 Est. Cost $31.21 Unrealized +59.4%
IEV iShares Europe 0.0%
Value ($000) $63 Shares 1,401 Est. Cost $9494.19 Unrealized
PRLB Proto Labs Inc 0.0%
Value ($000) $62 Shares 385 Est. Cost $70.59 Unrealized +100.4%
CAC Camden National Corp 0.0%
Value ($000) $60 Shares 1,386 Est. Cost $19.11 Unrealized +76.9%
QCGLRX CREF Global Equities 0.0%
Value ($000) $59 Shares 318 Est. Cost $185.53 Unrealized
Tri-Continental Corporation 0.0%
Value ($000) $59 Shares 2,129 Est. Cost $22.80 Unrealized
BWXT Bwx Technologies Inc 0.0%
Value ($000) $59 Shares 950 Est. Cost $55.82 Unrealized +3.4%
CBRE CBRE Group Inc 0.0%
Value ($000) $58 Shares 1,315 Est. Cost $31.72 Unrealized +50.3%
Royal Dutch Shell PLC 0.0%
Value ($000) $58 Shares 822 Est. Cost $68.41 Unrealized
WFC Wells Fargo & Co 0.0%
Value ($000) $58 Shares 1,100 Est. Cost $38.93 Unrealized +19.5%
F Ford Motor Co 0.0%
Value ($000) $58 Shares 6,314 Est. Cost $8.00 Unrealized -14.4%
MKC McCormick & Co Inc Non-Voting 0.0%
Value ($000) $58 Shares 440 Est. Cost $31.80 Unrealized +68.6%
VXF Vanguard Extended Market ETF 0.0%
Value ($000) $57 Shares 461 Est. Cost $54501.96 Unrealized
SMBK SmartFinancial Inc 0.0%
Value ($000) $57 Shares 2,412 Est. Cost $16.36 Unrealized +52.1%
TXT Textron Inc 0.0%
Value ($000) $57 Shares 800 Est. Cost $44.73 Unrealized +51.0%
Canadian Pacific Railway Ltd 0.0%
Value ($000) $56 Shares 265 Est. Cost $192.86 Unrealized
NTR Nutrien Ltd 0.0%
Value ($000) $56 Shares 970 Est. Cost $39.90 Unrealized +8.0%
CSD Invesco S&P Spin-Off ETF 0.0%
Value ($000) $54 Shares 985 Est. Cost $53.81 Unrealized
APD Air Products & Chemicals Inc 0.0%
Value ($000) $54 Shares 325 Est. Cost $105.18 Unrealized +29.2%
SCHM Schwab US Mid-Cap ETF 0.0%
Value ($000) $54 Shares 931 Est. Cost $38348.59 Unrealized
XTL SPDR S&P Telecom ETF 0.0%
Value ($000) $54 Shares 704 Est. Cost $71.07 Unrealized
UAA Under Armour Inc A 0.0%
Value ($000) $53 Shares 2,510 Est. Cost $34.21 Unrealized -39.1%
EEM iShares MSCI Emerging Markets 0.0%
Value ($000) $52 Shares 1,220 Est. Cost $26965.44 Unrealized
UA Under Armour Inc C 0.0%
Value ($000) $51 Shares 2,598 Est. Cost $37.40 Unrealized -48.4%
RHI Robert Half International Inc 0.0%
Value ($000) $51 Shares 730 Est. Cost $43.42 Unrealized +68.7%
SBIO ALPS Medical Breakthroughs ETF 0.0%
Value ($000) $51 Shares 1,305 Est. Cost $39.08 Unrealized
Pioneer Natural Resources Co 0.0%
Value ($000) $50 Shares 286 Est. Cost $138688.81 Unrealized
SDY SPDR S&P Dividend ETF 0.0%
Value ($000) $50 Shares 510 Est. Cost $76209.30 Unrealized
VAC Marriott Vacations Worldwide Corp 0.0%
Value ($000) $50 Shares 444 Est. Cost $85.26 Unrealized +38.6%
RNST Renasant Corp 0.0%
Value ($000) $49 Shares 1,200 Est. Cost $32.41 Unrealized +39.8%
Total System Services Inc 0.0%
Value ($000) $49 Shares 500 Est. Cost $41770.00 Unrealized
Tenneco Inc 0.0%
Value ($000) $48 Shares 1,140 Est. Cost $53.41 Unrealized
BIV Vanguard Intermediate-Term Bond ETF 0.0%
Value ($000) $47 Shares 582 Est. Cost $55912.33 Unrealized
VVA-International 0.0%
Value ($000) $47 Shares 868 Est. Cost $54.15 Unrealized
EEMV iShares Edge MSCI Min Vol Emerging Mkts 0.0%
Value ($000) $47 Shares 795 Est. Cost $18042.85 Unrealized
TBT ProShares UltraShort 20 Year Treasury 0.0%
Value ($000) $47 Shares 1,220 Est. Cost $33.61 Unrealized
MS Morgan Stanley 0.0%
Value ($000) $47 Shares 1,000 Est. Cost $28.24 Unrealized +37.9%
S Fund Small Cap Stock Index 0.0%
Value ($000) $46 Shares 848 Est. Cost $54.25 Unrealized
AMP Ameriprise Financial Inc 0.0%
Value ($000) $46 Shares 310 Est. Cost $101.78 Unrealized +22.3%
Enbridge Energy Partners LP 0.0%
Value ($000) $46 Shares 4,175 Est. Cost $8349.26 Unrealized
Kansas City Southern 0.0%
Value ($000) $45 Shares 400 Est. Cost $52618.12 Unrealized
DEO Diageo PLC 0.0%
Value ($000) $45 Shares 319 Est. Cost $115945.35 Unrealized
BAX Baxter International Inc 0.0%
Value ($000) $45 Shares 590 Est. Cost $31.47 Unrealized +106.3%
OMC Omnicom Group Inc 0.0%
Value ($000) $44 Shares 640 Est. Cost $53.77 Unrealized -0.2%
PCH PotlatchDeltic Corp 0.0%
Value ($000) $44 Shares 1,075 Est. Cost $1646.23 Unrealized
Apollo Global Management LLC 0.0%
Value ($000) $44 Shares 1,280 Est. Cost $28.90 Unrealized
Tableau Software Inc 0.0%
Value ($000) $44 Shares 395 Est. Cost $62990.69 Unrealized
United States Treasury Strip Coupon 0.0%
Value ($000) $43 Shares 46,000 Est. Cost $0.93 Unrealized
NYF iShares New York Muni Bond ETF 0.0%
Value ($000) $43 Shares 800 Est. Cost $44859.53 Unrealized
DLTR Dollar Tree Inc 0.0%
Value ($000) $43 Shares 525 Est. Cost $78.54 Unrealized +11.8%
QAI IQ Hedge Multi-Strategy Tracker ETF 0.0%
Value ($000) $41 Shares 1,320 Est. Cost $10984.73 Unrealized
PHTQX PLT HYBRID 2025 Y10 0.0%
Value ($000) $41 Shares 1,568 Est. Cost $26.15 Unrealized
FPX First Trust US Equity Opportunities ETF 0.0%
Value ($000) $41 Shares 554 Est. Cost $37214.42 Unrealized
AOR iShares Core Growth Allocation ETF 0.0%
Value ($000) $40 Shares 880 Est. Cost $44.33 Unrealized
TLT Ishares 20 Plus Year Treasury Bond Etf 0.0%
Value ($000) $40 Shares 345 Est. Cost $105600.77 Unrealized
Nationwide Bank Account 0.0%
Value ($000) $40 Shares 40,095 Est. Cost $1.00 Unrealized
VEA Vanguard FTSE Developed Markets ETF 0.0%
Value ($000) $40 Shares 931 Est. Cost $24620.44 Unrealized
U S Treas Nt Stripped Prin Pmt 0.0%
Value ($000) $40 Shares 40,000 Est. Cost $1.00 Unrealized
HEEM iShares Currency Hedged MSCI Emerg Mkts 0.0%
Value ($000) $39 Shares 1,545 Est. Cost $15413.98 Unrealized
Royal Dutch Shell PLC 0.0%
Value ($000) $39 Shares 574 Est. Cost $41121.50 Unrealized
America Movil SAB de CV 0.0%
Value ($000) $39 Shares 2,400 Est. Cost $16.67 Unrealized
Deutsche Bank Contingent Capital Trust V 0.0%
Value ($000) $38 Shares 1,493 Est. Cost $25.45 Unrealized
SCHF Schwab International Equity ETF 0.0%
Value ($000) $38 Shares 1,129 Est. Cost $1910.93 Unrealized
XSHCF iShares Core Canadian ST Corp Maple Bd 0.0%
Value ($000) $38 Shares 2,000 Est. Cost $19.00 Unrealized
Aqua America Inc 0.0%
Value ($000) $37 Shares 1,000 Est. Cost $24490.00 Unrealized
SAP SAP SE ADR 0.0%
Value ($000) $37 Shares 300 Est. Cost $116.67 Unrealized
ESLT Elbit Systems Ltd 0.0%
Value ($000) $36 Shares 285 Est. Cost $92.09 Unrealized +24.3%
Hillenbrand Inc 0.0%
Value ($000) $36 Shares 684 Est. Cost $22454.10 Unrealized
QCSCPX CREF Social Choice R2 0.0%
Value ($000) $35 Shares 144 Est. Cost $243.06 Unrealized
WMMVY Wal - Mart de Mexico SAB de CV 0.0%
Value ($000) $35 Shares 1,152 Est. Cost $30.38 Unrealized
CGW Invesco S&P Global Water Index ETF 0.0%
Value ($000) $35 Shares 996 Est. Cost $33.14 Unrealized
AA Alcoa Corp 0.0%
Value ($000) $35 Shares 873 Est. Cost $29.65 Unrealized +40.0%
COST Costco Wholesale Corp 0.0%
Value ($000) $35 Shares 150 Est. Cost $109.42 Unrealized +85.6%
VLO Valero Energy Corp 0.0%
Value ($000) $34 Shares 300 Est. Cost $38.94 Unrealized +116.3%
Cardno Ltd 0.0%
Value ($000) $34 Shares 39,455 Est. Cost $0.86 Unrealized
BNDX Vanguard Total International Bond ETF 0.0%
Value ($000) $34 Shares 615 Est. Cost $2855.09 Unrealized
ISDXF iShares Canadian Corporate Bond ETF 0.0%
Value ($000) $34 Shares 2,100 Est. Cost $16.19 Unrealized
SHE SPDR SSGA Gender Diversity ETF 0.0%
Value ($000) $34 Shares 445 Est. Cost $76.40 Unrealized
CF CF Industries Holdings Inc 0.0%
Value ($000) $34 Shares 633 Est. Cost $19.08 Unrealized +110.5%
KMI Kinder Morgan Inc P 0.0%
Value ($000) $34 Shares 1,944 Est. Cost $16.66 Unrealized -29.8%
THO Thor Industries Inc 0.0%
Value ($000) $33 Shares 400 Est. Cost $59.82 Unrealized +36.4%
GlaxoSmithKline PLC ADR 0.0%
Value ($000) $33 Shares 830 Est. Cost $41604.57 Unrealized
PFM Invesco Dividend Achievers ETF 0.0%
Value ($000) $33 Shares 1,200 Est. Cost $25.83 Unrealized
Synovus Financial Corp 0.0%
Value ($000) $33 Shares 714 Est. Cost $30827.91 Unrealized
CCEP Coca-Cola European Partners PLC 0.0%
Value ($000) $32 Shares 700 Est. Cost $28.83 Unrealized +19.6%
EWJ iShares MSCI Japan 0.0%
Value ($000) $31 Shares 510 Est. Cost $58.90 Unrealized
TFI SPDR Nuveen Blmbg Barclays Muni Bd ETF 0.0%
Value ($000) $31 Shares 650 Est. Cost $49336.92 Unrealized
iShares Floating Rate ETF 0.0%
Value ($000) $31 Shares 2,000 Est. Cost $15.50 Unrealized
MASI Masimo Corp 0.0%
Value ($000) $30 Shares 240 Est. Cost $74.98 Unrealized +47.9%
Accelerate Diagnostics Inc 0.0%
Value ($000) $30 Shares 1,320 Est. Cost $26.26 Unrealized
CNC Centene Corp 0.0%
Value ($000) $29 Shares 200 Est. Cost $35.91 Unrealized +93.3%
SCZ iShares MSCI EAFE Small-Cap 0.0%
Value ($000) $29 Shares 472 Est. Cost $639.48 Unrealized
EZU iShares MSCI Eurozone 0.0%
Value ($000) $29 Shares 700 Est. Cost $126.68 Unrealized
MFC Manulife Financial Corp 0.0%
Value ($000) $28 Shares 1,592 Est. Cost $17.67 Unrealized +2.8%
XLRE Real Estate Select Sector SPDR 0.0%
Value ($000) $28 Shares 871 Est. Cost $4589.11 Unrealized
ISLDF iShares 1-10 Year Laddered Corp Bd Comm 0.0%
Value ($000) $28 Shares 1,500 Est. Cost $18.67 Unrealized
VOO Vanguard 500 ETF 0.0%
Value ($000) $27 Shares 100 Est. Cost $187740.00 Unrealized
Altaba Inc 0.0%
Value ($000) $27 Shares 400 Est. Cost $72.50 Unrealized
TSLA Tesla Motors Inc 0.0%
Value ($000) $26 Shares 100 Est. Cost $15.18 Unrealized +37.2%
EPP iShares MSCI Pacific ex Japan 0.0%
Value ($000) $25 Shares 560 Est. Cost $43400.00 Unrealized
Buckeye Partners LP 0.0%
Value ($000) $25 Shares 700 Est. Cost $59156.20 Unrealized
Bank of New York Mellon Corp 0.0%
Value ($000) $25 Shares 1,000 Est. Cost $25.00 Unrealized
VINIX VANG INST INDEX CIT 0.0%
Value ($000) $25 Shares 176 Est. Cost $142.05 Unrealized
Dell Technologies Inc V 0.0%
Value ($000) $25 Shares 260 Est. Cost $96.15 Unrealized
ASTE Astec Industries Inc 0.0%
Value ($000) $25 Shares 500 Est. Cost $40.59 Unrealized +16.6%
PPL PPL Corp 0.0%
Value ($000) $25 Shares 871 Est. Cost $21.13 Unrealized 0.0%
iShares Edge MSCI Multifactor Canada 0.0%
Value ($000) $25 Shares 1,000 Est. Cost $25.00 Unrealized
SPSB SPDR Portfolio Short Term Corporate Bond ETF 0.0%
Value ($000) $24 Shares 796 Est. Cost $30.13 Unrealized
AOM iShares Core Moderate Allocation ETF 0.0%
Value ($000) $24 Shares 635 Est. Cost $38.20 Unrealized
SCHE Schwab Emerging Markets Equity ETF 0.0%
Value ($000) $24 Shares 943 Est. Cost $277.47 Unrealized
IGOV iShares International Treasury Bond ETF 0.0%
Value ($000) $24 Shares 497 Est. Cost $1467.64 Unrealized
Southwest Georgia Financial Corp 0.0%
Value ($000) $24 Shares 1,027 Est. Cost $14129.50 Unrealized
FDX FedEx Corp 0.0%
Value ($000) $23 Shares 95 Est. Cost $163.05 Unrealized +30.2%
TMO Thermo Fisher Scientific Inc 0.0%
Value ($000) $23 Shares 95 Est. Cost $133.51 Unrealized +69.0%
IYF Ishares U S Financials Etf 0.0%
Value ($000) $23 Shares 187 Est. Cost $112.30 Unrealized
EDIT Editas Medicine Inc 0.0%
Value ($000) $23 Shares 720 Est. Cost $22.12 Unrealized +46.1%
MWA Mueller Water Products, Inc. 0.0%
Value ($000) $23 Shares 1,960 Est. Cost $9.12 Unrealized +14.4%
IQ iQIYI Inc 0.0%
Value ($000) $23 Shares 850 Est. Cost $27.66 Unrealized
VDE Vanguard Energy ETF 0.0%
Value ($000) $22 Shares 213 Est. Cost $17171.36 Unrealized
VanEck Vectors Oil Services ETF 0.0%
Value ($000) $22 Shares 885 Est. Cost $26.32 Unrealized
ING Groep NV 0.0%
Value ($000) $22 Shares 868 Est. Cost $25.35 Unrealized
VGK Vanguard FTSE Europe ETF 0.0%
Value ($000) $22 Shares 395 Est. Cost $48335.98 Unrealized
Aurora Cannabis Inc 0.0%
Value ($000) $22 Shares 2,304 Est. Cost $9.55 Unrealized
UAL United Continental Holdings Inc 0.0%
Value ($000) $22 Shares 250 Est. Cost $57.89 Unrealized +42.5%
AAL American Airlines Group Inc 0.0%
Value ($000) $22 Shares 542 Est. Cost $43.35 Unrealized -11.6%
DSI iShares MSCI KLD 400 Social ETF 0.0%
Value ($000) $21 Shares 200 Est. Cost $76070.00 Unrealized
EPR EPR Properties 0.0%
Value ($000) $21 Shares 300 Est. Cost $54780.00 Unrealized
MCK McKesson Corp 0.0%
Value ($000) $21 Shares 160 Est. Cost $193.34 Unrealized -36.3%
SEDG SolarEdge Technologies Inc 0.0%
Value ($000) $21 Shares 570 Est. Cost $45.70 Unrealized +5.4%
HQY HealthEquity Inc 0.0%
Value ($000) $21 Shares 226 Est. Cost $60.64 Unrealized +42.1%
EFAV iShares Edge MSCI Min Vol EAFE ETF 0.0%
Value ($000) $21 Shares 293 Est. Cost $50220.79 Unrealized
IWS iShares Russell Mid-Cap Value ETF 0.0%
Value ($000) $21 Shares 235 Est. Cost $73870.08 Unrealized
VPU Vanguard Utilities ETF 0.0%
Value ($000) $21 Shares 179 Est. Cost $113.70 Unrealized
IDV iShares International Select Dividend 0.0%
Value ($000) $20 Shares 620 Est. Cost $26078.98 Unrealized
ZBH Zimmer Biomet Holdings Inc 0.0%
Value ($000) $20 Shares 155 Est. Cost $102.73 Unrealized +9.0%
MHK Mohawk Industries Inc 0.0%
Value ($000) $20 Shares 114 Est. Cost $184.98 Unrealized +6.0%
BOND PIMCO Active Bond ETF 0.0%
Value ($000) $20 Shares 200 Est. Cost $107000.00 Unrealized
Southern Co Jr Sub Nt 76 0.0%
Value ($000) $19 Shares 800 Est. Cost $23.75 Unrealized
Nuance Communications Inc 0.0%
Value ($000) $19 Shares 1,100 Est. Cost $14.20 Unrealized
Canopy Growth Corp 0.0%
Value ($000) $19 Shares 385 Est. Cost $45.54 Unrealized
Bottomline Technologies Inc 0.0%
Value ($000) $19 Shares 267 Est. Cost $48.69 Unrealized
HAIN The Hain Celestial Group Inc 0.0%
Value ($000) $19 Shares 700 Est. Cost $46.18 Unrealized -38.2%
SCHB Schwab US Broad Market ETF 0.0%
Value ($000) $19 Shares 275 Est. Cost $67.57 Unrealized
EWW iShares MSCI Mexico ETF 0.0%
Value ($000) $19 Shares 375 Est. Cost $13018.93 Unrealized
Kellogg Co 0.0%
Value ($000) $19 Shares 266 Est. Cost $41.63 Unrealized +23.3%
ISHQF Ishares High Qual Cdn Bd Etf Com Unit 0.0%
Value ($000) $19 Shares 1,200 Est. Cost $15.83 Unrealized
SCHA Schwab US Small-Cap ETF 0.0%
Value ($000) $18 Shares 235 Est. Cost $76.96 Unrealized
DXJ WisdomTree Japan Hedged Equity ETF 0.0%
Value ($000) $18 Shares 315 Est. Cost $5829.32 Unrealized
SUSA iShares MSCI USA ESG Select ETF 0.0%
Value ($000) $18 Shares 150 Est. Cost $70940.00 Unrealized
1290 VT GAMCO Small Co Val 0.0%
Value ($000) $18 Shares 47 Est. Cost $382.98 Unrealized
XHB SPDR S&P Homebuilders ETF 0.0%
Value ($000) $18 Shares 474 Est. Cost $36570.20 Unrealized
VOX Vanguard Telecommunication Services ETF 0.0%
Value ($000) $18 Shares 209 Est. Cost $82.13 Unrealized
IGRO iShares International Dividend Gr ETF 0.0%
Value ($000) $17 Shares 297 Est. Cost $57.24 Unrealized
BSAC Banco Santander Chile 0.0%
Value ($000) $17 Shares 519 Est. Cost $20248.56 Unrealized
ESGG FlexShares STOXX Glbl ESG Impact ETF 0.0%
Value ($000) $17 Shares 170 Est. Cost $87.02 Unrealized
CRM Salesforce.com Inc 0.0%
Value ($000) $17 Shares 110 Est. Cost $77.30 Unrealized +89.7%
VHT Vanguard Health Care ETF 0.0%
Value ($000) $16 Shares 90 Est. Cost $116659.26 Unrealized
VTIP Vanguard Short-Term Infl-Prot Secs ETF 0.0%
Value ($000) $16 Shares 332 Est. Cost $48679.81 Unrealized
AYI Acuity Brands Inc 0.0%
Value ($000) $16 Shares 99 Est. Cost $169.64 Unrealized -17.5%
NPSNY Naspers Ltd Sponsored Adr 0.0%
Value ($000) $16 Shares 363 Est. Cost $44.08 Unrealized
BABA Alibaba Group Holding Ltd ADR 0.0%
Value ($000) $16 Shares 100 Est. Cost $190.00 Unrealized
VDC Vanguard Consumer Staples ETF 0.0%
Value ($000) $16 Shares 112 Est. Cost $136.48 Unrealized
LGND Ligand Pharmaceuticals Inc 0.0%
Value ($000) $16 Shares 59 Est. Cost $111.59 Unrealized +35.1%
HCP Inc 0.0%
Value ($000) $16 Shares 600 Est. Cost $30.00 Unrealized
IRBTQ iRobot Corp 0.0%
Value ($000) $16 Shares 150 Est. Cost $32.80 Unrealized +186.9%
BSV Vanguard Short-Term Bond ETF 0.0%
Value ($000) $16 Shares 200 Est. Cost $47594.48 Unrealized
CBL & Associates Properties Inc 0.0%
Value ($000) $15 Shares 1,000 Est. Cost $15.00 Unrealized
KBE SPDR S&P Bank ETF 0.0%
Value ($000) $15 Shares 320 Est. Cost $23244.97 Unrealized
ETFMG Prime Cyber Security ETF 0.0%
Value ($000) $15 Shares 380 Est. Cost $23888.89 Unrealized
IYH iShares U.S. Healthcare ETF 0.0%
Value ($000) $15 Shares 75 Est. Cost $158720.00 Unrealized
CLX Clorox Co 0.0%
Value ($000) $15 Shares 100 Est. Cost $80.03 Unrealized +43.2%
RCI Rogers Communications Inc 0.0%
Value ($000) $15 Shares 300 Est. Cost $37.17 Unrealized +37.6%
SCHH Schwab US REIT ETF 0.0%
Value ($000) $15 Shares 353 Est. Cost $2479.15 Unrealized
CMCSA Comcast Corp Class A 0.0%
Value ($000) $15 Shares 434 Est. Cost $28.37 Unrealized +3.4%
BioTelemetry Inc 0.0%
Value ($000) $15 Shares 236 Est. Cost $46.61 Unrealized
VAW Vanguard Materials ETF 0.0%
Value ($000) $15 Shares 116 Est. Cost $130.43 Unrealized
FIX Comfort Systems USA Inc 0.0%
Value ($000) $14 Shares 248 Est. Cost $42.60 Unrealized +20.4%
PH Parker Hannifin Corp 0.0%
Value ($000) $14 Shares 75 Est. Cost $101.50 Unrealized +51.3%
AMERICAN FUNDS INTERNATIONAL 0.0%
Value ($000) $14 Shares 870 Est. Cost $16.09 Unrealized
CCL Carnival Corp 0.0%
Value ($000) $14 Shares 220 Est. Cost $57.43 Unrealized -1.0%
EQT EQT Corp 0.0%
Value ($000) $14 Shares 325 Est. Cost $43.09 Unrealized -40.8%
ROBO Robo Global Robotics&Automation ETF 0.0%
Value ($000) $14 Shares 325 Est. Cost $40.00 Unrealized
SCHR Schwab Intermediate-Term US Trs ETF 0.0%
Value ($000) $14 Shares 277 Est. Cost $434.08 Unrealized
TD Toronto Dominion Bk Ont Com New 0.0%
Value ($000) $14 Shares 230 Est. Cost $46.11 Unrealized +29.2%
VIGI Vanguard Intl Div Apprec ETF 0.0%
Value ($000) $14 Shares 225 Est. Cost $62.22 Unrealized
LUV Southwest Airlines Co 0.0%
Value ($000) $13 Shares 210 Est. Cost $49.50 Unrealized +7.6%
VXUS Vanguard Total International Stock ETF 0.0%
Value ($000) $13 Shares 243 Est. Cost $32705.40 Unrealized
CALY Callaway Golf Co 0.0%
Value ($000) $13 Shares 542 Est. Cost $18.23 Unrealized +17.4%
Nuveen AMT-Free Muni Credit Inc 0.0%
Value ($000) $13 Shares 888 Est. Cost $15.77 Unrealized
TOL Toll Brothers Inc 0.0%
Value ($000) $13 Shares 400 Est. Cost $37.23 Unrealized -2.8%
Arista Networks Inc 0.0%
Value ($000) $13 Shares 50 Est. Cost $260.00 Unrealized
EWL iShares MSCI Switzerland ETF 0.0%
Value ($000) $12 Shares 350 Est. Cost $32749.73 Unrealized
COF Capital One Financial Corp 0.0%
Value ($000) $12 Shares 130 Est. Cost $71.34 Unrealized +20.1%
AVY Avery Dennison Corp 0.0%
Value ($000) $12 Shares 115 Est. Cost $94.30 Unrealized 0.0%
ICUI ICU Medical Inc 0.0%
Value ($000) $12 Shares 41 Est. Cost $273.29 Unrealized +7.2%
FLRN SPDR Blmbg Barclays Inv Grd Flt Rt ETF 0.0%
Value ($000) $12 Shares 400 Est. Cost $24898.13 Unrealized
TCTZF Tencent Holdings Ltd 0.0%
Value ($000) $12 Shares 300 Est. Cost $45.05 Unrealized 0.0%
MPWR Monolithic Power Systems Inc 0.0%
Value ($000) $12 Shares 94 Est. Cost $119.62 Unrealized +9.7%
PATK Patrick Industries Inc 0.0%
Value ($000) $12 Shares 195 Est. Cost $34.92 Unrealized +4.5%
Integrated Device Technology Inc 0.0%
Value ($000) $12 Shares 247 Est. Cost $32.39 Unrealized
VB Vanguard Small-Cap ETF 0.0%
Value ($000) $12 Shares 75 Est. Cost $146.67 Unrealized
GIII G-III Apparel Group Ltd 0.0%
Value ($000) $12 Shares 241 Est. Cost $40.51 Unrealized +11.8%
HUBS HubSpot Inc 0.0%
Value ($000) $11 Shares 72 Est. Cost $118.45 Unrealized +16.1%
LIVN LivaNova PLC 0.0%
Value ($000) $11 Shares 89 Est. Cost $90.78 Unrealized +29.9%
WTFC Wintrust Financial Corp 0.0%
Value ($000) $11 Shares 125 Est. Cost $91.79 Unrealized -3.0%
SAIA Saia Inc 0.0%
Value ($000) $11 Shares 139 Est. Cost $77.16 Unrealized +0.9%
Barnes Group Inc 0.0%
Value ($000) $11 Shares 158 Est. Cost $56.96 Unrealized
Fortive Corp Com Exchange Offer From Cusip 34959J108 0.0%
Value ($000) $11 Shares 125 Est. Cost $88.00 Unrealized
USMV iShares Edge MSCI Min Vol USA 0.0%
Value ($000) $11 Shares 195 Est. Cost $44060.38 Unrealized
AOS A.O. Smith Corp 0.0%
Value ($000) $11 Shares 200 Est. Cost $34.48 Unrealized +48.7%
Discover Financial Services 0.0%
Value ($000) $11 Shares 150 Est. Cost $34619.40 Unrealized
INTU Intuit Inc 0.0%
Value ($000) $10 Shares 45 Est. Cost $112.43 Unrealized +81.9%
IGSB Ishares Tr Sh Tr Crport Etf 0.0%
Value ($000) $10 Shares 200 Est. Cost $77.61 Unrealized
PKB Invesco Dynamic Building & Const ETF 0.0%
Value ($000) $10 Shares 325 Est. Cost $30.48 Unrealized
Becton, Dickinson and Co 0.0%
Value ($000) $10 Shares 150 Est. Cost $60.00 Unrealized
VRTX Vertex Pharmaceuticals Inc 0.0%
Value ($000) $10 Shares 50 Est. Cost $125.98 Unrealized +41.3%
NOVT Novanta Inc Com 0.0%
Value ($000) $10 Shares 153 Est. Cost $61.14 Unrealized +14.7%
SIMO Silicon Motion Technology Corp 0.0%
Value ($000) $10 Shares 184 Est. Cost $54.35 Unrealized
PHO Invesco Water Resources ETF 0.0%
Value ($000) $10 Shares 300 Est. Cost $30.00 Unrealized
VRSN VeriSign Inc 0.0%
Value ($000) $10 Shares 61 Est. Cost $127.10 Unrealized +19.5%
CyberArk Software Ltd 0.0%
Value ($000) $10 Shares 125 Est. Cost $40.00 Unrealized
CAG Conagra Brands Inc 0.0%
Value ($000) $10 Shares 300 Est. Cost $27.67 Unrealized -1.2%
ASGN ASGN Inc 0.0%
Value ($000) $10 Shares 126 Est. Cost $81.81 Unrealized +5.6%
SPSC SPS Commerce Inc 0.0%
Value ($000) $10 Shares 104 Est. Cost $35.47 Unrealized +26.3%
SIGI Selective Insurance Group Inc 0.0%
Value ($000) $10 Shares 160 Est. Cost $51.70 Unrealized +6.2%
NuVasive Inc 0.0%
Value ($000) $10 Shares 136 Est. Cost $51.47 Unrealized
IPAR Inter Parfums Inc 0.0%
Value ($000) $10 Shares 150 Est. Cost $50.93 Unrealized +20.5%
SodaStream International Ltd 0.0%
Value ($000) $10 Shares 70 Est. Cost $21128.57 Unrealized
The Carlyle Group LP 0.0%
Value ($000) $10 Shares 450 Est. Cost $24.44 Unrealized
OKE ONEOK Inc 0.0%
Value ($000) $10 Shares 147 Est. Cost $30.31 Unrealized +41.1%
FEZ SPDR EURO STOXX 50 ETF 0.0%
Value ($000) $10 Shares 250 Est. Cost $31169.74 Unrealized
HAWX State Street MSCI ACWI ex USA Index 0.0%
Value ($000) $10 Shares 748 Est. Cost $13.37 Unrealized
IDLV Invesco S&P Intl Dev Low Vol ETF 0.0%
Value ($000) $10 Shares 300 Est. Cost $33.33 Unrealized
PCAR PACCAR Inc 0.0%
Value ($000) $10 Shares 140 Est. Cost $32.11 Unrealized +2.0%
Red Hat Inc 0.0%
Value ($000) $10 Shares 70 Est. Cost $39505.58 Unrealized
Goldman Sachs Financial Square Money Market 0.0%
Value ($000) $9 Shares 896 Est. Cost $10.04 Unrealized
State Street MSCI ACWI ex USA Index 0.0%
Value ($000) $9 Shares 668 Est. Cost $13.47 Unrealized
NFLX Netflix Inc 0.0%
Value ($000) $9 Shares 23 Est. Cost $11.85 Unrealized +206.2%
ROK Rockwell Automation Inc 0.0%
Value ($000) $9 Shares 47 Est. Cost $92.42 Unrealized +69.0%
IXJ iShares Global Healthcare 0.0%
Value ($000) $9 Shares 150 Est. Cost $54386.67 Unrealized
ITSXF Ishares S&p Tsx Cp Fnl Idx Etf Unit 0.0%
Value ($000) $9 Shares 300 Est. Cost $30.00 Unrealized
TXRH Texas Roadhouse Inc 0.0%
Value ($000) $9 Shares 133 Est. Cost $55.38 Unrealized +8.6%
National Oilwell Varco Inc 0.0%
Value ($000) $9 Shares 200 Est. Cost $45.00 Unrealized
TKR The Timken Co 0.0%
Value ($000) $9 Shares 179 Est. Cost $46.64 Unrealized +1.2%
Heartland Financial USA Inc 0.0%
Value ($000) $9 Shares 163 Est. Cost $55.21 Unrealized
UCB United Community Banks Inc 0.0%
Value ($000) $9 Shares 321 Est. Cost $32.56 Unrealized -6.9%
PLAY Dave & Buster's Entertainment Inc 0.0%
Value ($000) $9 Shares 135 Est. Cost $44.27 Unrealized +22.3%
COKE Coca-Cola Bottling Co Consolidated 0.0%
Value ($000) $9 Shares 50 Est. Cost $11.15 Unrealized +35.9%
EWA iShares MSCI Australia 0.0%
Value ($000) $9 Shares 385 Est. Cost $21029.82 Unrealized
Nuveen Select TaxFree Income 2 0.0%
Value ($000) $9 Shares 700 Est. Cost $12.86 Unrealized
Medidata Solutions Inc 0.0%
Value ($000) $9 Shares 129 Est. Cost $77.52 Unrealized
AMN AMN Healthcare Services Inc 0.0%
Value ($000) $8 Shares 155 Est. Cost $59.68 Unrealized -4.1%
LFUS Littelfuse Inc 0.0%
Value ($000) $8 Shares 38 Est. Cost $214.58 Unrealized +2.5%
Perspecta Inc 0.0%
Value ($000) $8 Shares 300 Est. Cost $20.52 Unrealized
EEFT Euronet Worldwide Inc 0.0%
Value ($000) $8 Shares 84 Est. Cost $80.91 Unrealized +16.4%
MTDR Matador Resources Co 0.0%
Value ($000) $8 Shares 254 Est. Cost $30.16 Unrealized +5.9%
CPS Cooper-Standard Holdings Inc 0.0%
Value ($000) $8 Shares 67 Est. Cost $129.49 Unrealized +3.5%
Cantel Medical Corp 0.0%
Value ($000) $8 Shares 85 Est. Cost $94.12 Unrealized
PLCE Children's Place Inc 0.0%
Value ($000) $8 Shares 59 Est. Cost $129.54 Unrealized -1.4%
ProShares Managed Futures Strategy 0.0%
Value ($000) $8 Shares 200 Est. Cost $40.00 Unrealized
Bryn Mawr Bank Corp 0.0%
Value ($000) $8 Shares 176 Est. Cost $45.45 Unrealized
EGP EastGroup Properties Inc 0.0%
Value ($000) $8 Shares 88 Est. Cost $90.91 Unrealized
HAL Halliburton Co 0.0%
Value ($000) $8 Shares 200 Est. Cost $42.64 Unrealized -16.6%
South Jersey Industries Inc 0.0%
Value ($000) $8 Shares 213 Est. Cost $32.86 Unrealized
IYG iShares US Financial Services ETF 0.0%
Value ($000) $8 Shares 60 Est. Cost $94000.00 Unrealized
FLIR Systems Inc 0.0%
Value ($000) $8 Shares 125 Est. Cost $64.00 Unrealized
IVE iShares S&P 500 Value 0.0%
Value ($000) $8 Shares 70 Est. Cost $92200.00 Unrealized
ENTG Entegris Inc 0.0%
Value ($000) $7 Shares 243 Est. Cost $34.08 Unrealized -4.7%
SHW Sherwin-Williams Co 0.0%
Value ($000) $7 Shares 15 Est. Cost $92.99 Unrealized +49.1%
Mylan Nv 0.0%
Value ($000) $7 Shares 200 Est. Cost $67860.00 Unrealized
Invesco S&P Intl Dev Hi Div Low Vol ETF 0.0%
Value ($000) $7 Shares 260 Est. Cost $26.92 Unrealized
ACWX iShares MSCI ACWI ex US ETF 0.0%
Value ($000) $7 Shares 151 Est. Cost $39046.36 Unrealized
CLDT Chatham Lodging Trust 0.0%
Value ($000) $7 Shares 312 Est. Cost $22.44 Unrealized
HXL Hexcel Corp 0.0%
Value ($000) $7 Shares 100 Est. Cost $68.22 Unrealized -0.7%
LW Lamb Weston Holdings Inc 0.0%
Value ($000) $7 Shares 100 Est. Cost $58.37 Unrealized +5.3%
Juniper Networks Inc 0.0%
Value ($000) $7 Shares 250 Est. Cost $28.00 Unrealized
AMRX Amneal Pharmaceuticals Inc Com 0.0%
Value ($000) $7 Shares 308 Est. Cost $17.55 Unrealized +19.9%
DK Delek US Holdings Inc 0.0%
Value ($000) $7 Shares 157 Est. Cost $38.59 Unrealized -0.3%
Control4 Corp 0.0%
Value ($000) $7 Shares 217 Est. Cost $23.04 Unrealized
ZD j2 Global Inc 0.0%
Value ($000) $7 Shares 82 Est. Cost $73.29 Unrealized -0.1%
LKFN Lakeland Financial Corp 0.0%
Value ($000) $7 Shares 161 Est. Cost $39.37 Unrealized +1.1%
OTTR Otter Tail Corp 0.0%
Value ($000) $7 Shares 145 Est. Cost $36.40 Unrealized +8.1%
BDN Brandywine Realty Trust 0.0%
Value ($000) $7 Shares 422 Est. Cost $16.59 Unrealized
Lydall Inc 0.0%
Value ($000) $7 Shares 155 Est. Cost $45.16 Unrealized
MOD Modine Manufacturing Co 0.0%
Value ($000) $7 Shares 448 Est. Cost $18.77 Unrealized -9.4%
Neenah Inc 0.0%
Value ($000) $7 Shares 82 Est. Cost $85.37 Unrealized
PolyOne Corp 0.0%
Value ($000) $7 Shares 163 Est. Cost $42.94 Unrealized
CVCO Cavco Industries Inc 0.0%
Value ($000) $7 Shares 27 Est. Cost $187.92 Unrealized +23.2%
Vanguard Equity Income 0.0%
Value ($000) $7 Shares 310 Est. Cost $22.58 Unrealized
MET MetLife Inc 0.0%
Value ($000) $7 Shares 144 Est. Cost $34.01 Unrealized +4.5%
Encana Corp 0.0%
Value ($000) $7 Shares 525 Est. Cost $8399.36 Unrealized
IWN iShares Russell 2000 Value 0.0%
Value ($000) $6 Shares 45 Est. Cost $101235.03 Unrealized
A Agilent Technologies Inc 0.0%
Value ($000) $6 Shares 82 Est. Cost $61.86 Unrealized +1.4%
Vanguard Equity Income 0.0%
Value ($000) $6 Shares 277 Est. Cost $21.66 Unrealized
CHKP Check Point Software Technologies Ltd 0.0%
Value ($000) $6 Shares 50 Est. Cost $108.60 Unrealized +4.6%
PFG Principal Financial Group Inc 0.0%
Value ($000) $6 Shares 100 Est. Cost $43.60 Unrealized -4.2%
Orbotech Ltd 0.0%
Value ($000) $6 Shares 98 Est. Cost $61.22 Unrealized
Realogy Holdings Corp 0.0%
Value ($000) $6 Shares 275 Est. Cost $35682.38 Unrealized
SHOO Steven Madden Ltd 0.0%
Value ($000) $6 Shares 104 Est. Cost $29.08 Unrealized +11.2%
WH Wyndham Hotels & Resorts Inc 0.0%
Value ($000) $6 Shares 100 Est. Cost $60.97 Unrealized -6.1%
EGBN Eagle Bancorp Inc 0.0%
Value ($000) $6 Shares 109 Est. Cost $47.45 Unrealized -8.7%
IBERIABANK Corp 0.0%
Value ($000) $6 Shares 77 Est. Cost $77.92 Unrealized
Proofpoint Inc 0.0%
Value ($000) $6 Shares 53 Est. Cost $113.21 Unrealized
FIVN Five9 Inc 0.0%
Value ($000) $6 Shares 146 Est. Cost $32.37 Unrealized +27.4%
Callon Petroleum Co 0.0%
Value ($000) $6 Shares 524 Est. Cost $11.45 Unrealized
WERN Werner Enterprises Inc 0.0%
Value ($000) $6 Shares 166 Est. Cost $37.19 Unrealized -0.3%
NMIH NMI Holdings Inc 0.0%
Value ($000) $6 Shares 279 Est. Cost $16.20 Unrealized +28.9%
KFY Korn/Ferry International 0.0%
Value ($000) $6 Shares 114 Est. Cost $50.29 Unrealized +9.8%
HTH Hilltop Holdings Inc 0.0%
Value ($000) $5 Shares 247 Est. Cost $23.29 Unrealized -9.2%
TPICQ Tpi Composites Inc Com 0.0%
Value ($000) $5 Shares 172 Est. Cost $25.25 Unrealized +14.7%
ANIK Anika Therapeutics Inc 0.0%
Value ($000) $5 Shares 120 Est. Cost $41.18 Unrealized -4.1%
RCL Royal Caribbean Cruises Ltd 0.0%
Value ($000) $5 Shares 35 Est. Cost $110.01 Unrealized 0.0%
VFC VF Corp 0.0%
Value ($000) $5 Shares 55 Est. Cost $61.20 Unrealized +39.4%
EIS iShares MSCI Israel ETF 0.0%
Value ($000) $5 Shares 95 Est. Cost $40611.08 Unrealized
ONEV SPDR Russell 1000 Low Vol Foc ETF 0.0%
Value ($000) $5 Shares 70 Est. Cost $27340.82 Unrealized
EW Edwards Lifesciences Corp 0.0%
Value ($000) $5 Shares 30 Est. Cost $48.91 Unrealized 0.0%
CDK Global Inc 0.0%
Value ($000) $5 Shares 86 Est. Cost $54505.54 Unrealized
XT iShares Exponential Technologies 0.0%
Value ($000) $5 Shares 118 Est. Cost $33.90 Unrealized
ServiceMaster Global Holdings Inc 0.0%
Value ($000) $5 Shares 80 Est. Cost $62.50 Unrealized
IPO Renaissance IPO ETF 0.0%
Value ($000) $5 Shares 150 Est. Cost $21327.73 Unrealized
Concho Resources Inc 0.0%
Value ($000) $5 Shares 30 Est. Cost $133.33 Unrealized
BTI British American Tobacco PLC 0.0%
Value ($000) $4 Shares 93 Est. Cost $55073.53 Unrealized
HGV Hilton Grand Vacations Inc 0.0%
Value ($000) $4 Shares 116 Est. Cost $33.15 Unrealized +0.5%
FFIV F5 Networks Inc 0.0%
Value ($000) $4 Shares 20 Est. Cost $122.95 Unrealized +48.9%
Wyndham Destinations Inc 0.0%
Value ($000) $4 Shares 100 Est. Cost $81909.09 Unrealized
EXTR Extreme Networks Inc 0.0%
Value ($000) $4 Shares 724 Est. Cost $9.60 Unrealized -26.1%
Forum Energy Technologies Inc 0.0%
Value ($000) $4 Shares 420 Est. Cost $11.90 Unrealized
BWA BorgWarner Inc 0.0%
Value ($000) $4 Shares 100 Est. Cost $26.08 Unrealized +34.1%
SCHG Schwab US Large-Cap Growth ETF 0.0%
Value ($000) $3 Shares 36 Est. Cost $52229.95 Unrealized
Cerner Corp 0.0%
Value ($000) $3 Shares 40 Est. Cost $69050.00 Unrealized
EXI iShares Global Industrials ETF 0.0%
Value ($000) $3 Shares 30 Est. Cost $70233.34 Unrealized
PK Park hotels and Resorts INC 0.0%
Value ($000) $3 Shares 100 Est. Cost $28.18 Unrealized
HPQ HP Inc 0.0%
Value ($000) $3 Shares 126 Est. Cost $17.24 Unrealized +9.0%
IWP iShares Russell Mid-Cap Growth ETF 0.0%
Value ($000) $3 Shares 20 Est. Cost $133.33 Unrealized
XYZ Square Inc 0.0%
Value ($000) $3 Shares 30 Est. Cost $26.18 Unrealized +194.7%
El Paso Energy Capital Trust I 0.0%
Value ($000) $3 Shares 60 Est. Cost $49000.00 Unrealized
IFF International Flavors & Fragrances Inc 0.0%
Value ($000) $3 Shares 20 Est. Cost $91.14 Unrealized +18.9%
VOD Vodafone Group PLC ADR 0.0%
Value ($000) $3 Shares 127 Est. Cost $13995.93 Unrealized
NOK Nokia Oyj 0.0%
Value ($000) $3 Shares 500 Est. Cost $6.00 Unrealized
MU Micron Technology Inc 0.0%
Value ($000) $3 Shares 65 Est. Cost $49.21 Unrealized 0.0%
Tiffany & Co 0.0%
Value ($000) $3 Shares 25 Est. Cost $1582.71 Unrealized
ROP Roper Technologies Inc 0.0%
Value ($000) $3 Shares 10 Est. Cost $162.40 Unrealized +73.9%
OTEX Open Text Corp 0.0%
Value ($000) $3 Shares 70 Est. Cost $22.17 Unrealized +43.6%
Wright Medical Group N V 0.0%
Value ($000) $3 Shares 100 Est. Cost $24180.00 Unrealized
GW Pharmaceuticals PLC 0.0%
Value ($000) $3 Shares 15 Est. Cost $133.33 Unrealized
TPH TRI Pointe Group Inc 0.0%
Value ($000) $3 Shares 250 Est. Cost $14.17 Unrealized +4.4%
CDXS Codexis Inc 0.0%
Value ($000) $3 Shares 179 Est. Cost $13.04 Unrealized +23.8%
EWY iShares MSCI South Korea ETF 0.0%
Value ($000) $3 Shares 50 Est. Cost $43770.93 Unrealized
ISCV iShares Morningstar Small-Cap Value ETF 0.0%
Value ($000) $2 Shares 10 Est. Cost $100.00 Unrealized
VNM VanEck Vectors Vietnam 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
TRIP TripAdvisor Inc 0.0%
Value ($000) $2 Shares 40 Est. Cost $72.31 Unrealized -32.8%
WOOD iShares Global Timber & Forestry ETF 0.0%
Value ($000) $2 Shares 25 Est. Cost $52539.54 Unrealized
AOA iShares Core Aggressive Allocation ETF 0.0%
Value ($000) $2 Shares 38 Est. Cost $54.79 Unrealized
SCHV Schwab US Large-Cap Value ETF 0.0%
Value ($000) $2 Shares 38 Est. Cost $41288.01 Unrealized
FE FirstEnergy Corp 0.0%
Value ($000) $2 Shares 50 Est. Cost $22.43 Unrealized +20.7%
SPEU SPDR STOXX Europe 50 ETF 0.0%
Value ($000) $2 Shares 50 Est. Cost $34768.00 Unrealized
IMKTA Ingles Markets Inc 0.0%
Value ($000) $2 Shares 50 Est. Cost $41.57 Unrealized -28.4%
TSCO Tractor Supply Co 0.0%
Value ($000) $2 Shares 20 Est. Cost $12.34 Unrealized +20.4%
TRMB Trimble Inc 0.0%
Value ($000) $2 Shares 50 Est. Cost $24.44 Unrealized +59.9%
PWR Quanta Services Inc 0.0%
Value ($000) $2 Shares 50 Est. Cost $28.68 Unrealized +16.4%
USRT iShares Core US REIT ETF 0.0%
Value ($000) $2 Shares 50 Est. Cost $43440.00 Unrealized
Stifel Insured Bank Deposit Program for Retirement Accounts 0.0%
Value ($000) $2 Shares 2,471 Est. Cost $0.81 Unrealized
Monotype Imaging Holdings Inc 0.0%
Value ($000) $2 Shares 100 Est. Cost $24110.00 Unrealized
Barrick Gold Corp 0.0%
Value ($000) $2 Shares 160 Est. Cost $10656.25 Unrealized
USIG iShares US Credit Bond 0.0%
Value ($000) $2 Shares 30 Est. Cost $30640.61 Unrealized
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.0%
Value ($000) $2 Shares 15 Est. Cost $133.33 Unrealized
EXPE Expedia Inc 0.0%
Value ($000) $1 Shares 10 Est. Cost $120.15 Unrealized +5.2%
HMC Honda Motor Co Ltd 0.0%
Value ($000) $1 Shares 35 Est. Cost $32400.00 Unrealized
SJM JM Smucker Co 0.0%
Value ($000) $1 Shares 8 Est. Cost $98.56 Unrealized -12.7%
Nordstrom Inc 0.0%
Value ($000) $1 Shares 10 Est. Cost $168.12 Unrealized
DKS Dick's Sporting Goods Inc 0.0%
Value ($000) $1 Shares 25 Est. Cost $41.47 Unrealized -31.2%
XMLV Invesco S&P MidCap Low Volatility ETF 0.0%
Value ($000) $1 Shares 25 Est. Cost $40.00 Unrealized
VWDRY Vestas Wind Systems A/S 0.0%
Value ($000) $1 Shares 55 Est. Cost $18.18 Unrealized
JPXN iShares JPX-Nikkei 400 0.0%
Value ($000) $1 Shares 15 Est. Cost $66.67 Unrealized
DGRO iShares Core Dividend Growth ETF 0.0%
Value ($000) $1 Shares 35 Est. Cost $28.57 Unrealized
Bitcoin Investment Trust 0.0%
Value ($000) $1 Shares 91 Est. Cost $10.99 Unrealized
EWP iShares MSCI Spain ETF 0.0%
Value ($000) $1 Shares 20 Est. Cost $50.00 Unrealized
DVN Devon Energy Corp 0.0%
Value ($000) $1 Shares 15 Est. Cost $38.29 Unrealized -20.7%
FSLR First Solar Inc 0.0%
Value ($000) $1 Shares 20 Est. Cost $46.37 Unrealized +11.9%
LogMeIn Inc 0.0%
Value ($000) $1 Shares 15 Est. Cost $100.00 Unrealized
WIP SPDR Citi Intl Govt Infl-Prot Bd ETF 0.0%
Value ($000) $1 Shares 25 Est. Cost $54880.00 Unrealized
True Nature Holding Inc 0.0%
Value ($000) $1 Shares 10,000 Est. Cost $0.10 Unrealized
KSA iShares MSCI Saudi Arabia ETF 0.0%
Value ($000) $1 Shares 50 Est. Cost $25.89 Unrealized
General Motors Co 0.0%
Value ($000) $1 Shares 50 Est. Cost $20.00 Unrealized
GMF SPDR S&P Emerging Asia Pacific ETF 0.0%
Value ($000) $1 Shares 15 Est. Cost $133.33 Unrealized
IPAC iShares Core MSCI Pacific ETF 0.0%
Value ($000) $1 Shares 15 Est. Cost $62.50 Unrealized
Ferrellgas Partners LP 0.0%
Value ($000) $0 Shares 200 Est. Cost $22530.00 Unrealized
FNDB Schwab Fundamental US Broad Market ETF 0.0%
Value ($000) $0 Shares 12 Est. Cost Unrealized
Nortel Networks Corp 0.0%
Value ($000) $0 Shares 10 Est. Cost Unrealized
Progress Energy, Inc. 0.0%
Value ($000) $0 Shares 75 Est. Cost Unrealized
Amr Corp Com Escrow Cusip 0.0%
Value ($000) $0 Shares 1,000 Est. Cost Unrealized
LIT Global X Lithium & Battery Tech ETF 0.0%
Value ($000) $0 Shares 9 Est. Cost Unrealized
Precision Technologies 0.0%
Value ($000) $0 Shares 25 Est. Cost Unrealized
Medgold Resources Corp 0.0%
Value ($000) $0 Shares 16 Est. Cost Unrealized
Vanguard Total Bond Market Index Inst 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
Groupon Inc 0.0%
Value ($000) $0 Shares 15 Est. Cost Unrealized
American Technologies Group, Inc. 0.0%
Value ($000) $0 Shares 67 Est. Cost Unrealized