Patten Group, Inc. Diversified Active

CIK: 0001633207 · Show all filings

Period: Q4 2018 (← Previous) (Next →)

Filing Date: Feb 12, 2019

Total Value ($000): $210,887 (100.0% shares, 0.0% debt)

Holdings (603)

KO Coca-Cola Co 5.2%
Value ($000) $11,052 Shares 233,408 Est. Cost $30.27 Unrealized +26.8%
V Visa Inc Class A 3.7%
Value ($000) $7,846 Shares 59,468 Est. Cost $59.86 Unrealized +119.5%
KMB Kimberly-Clark Corp 3.5%
Value ($000) $7,362 Shares 64,615 Est. Cost $76.09 Unrealized +13.5%
MSFT Microsoft Corp 2.5%
Value ($000) $5,221 Shares 51,404 Est. Cost $45.84 Unrealized +118.1%
AAPL Apple Inc 2.4%
Value ($000) $5,008 Shares 31,749 Est. Cost $24.12 Unrealized +90.7%
SPY SPDR S&P 500 ETF 1.8%
Value ($000) $3,765 Shares 15,066 Est. Cost $26102.53 Unrealized
JNJ Johnson & Johnson 1.6%
Value ($000) $3,318 Shares 25,712 Est. Cost $79.15 Unrealized +44.2%
FRCB First Republic Bank 1.6%
Value ($000) $3,295 Shares 37,921 Est. Cost $52.92 Unrealized +67.6%
INTC Intel Corp 1.6%
Value ($000) $3,288 Shares 70,053 Est. Cost $26.91 Unrealized +49.4%
MMM 3M Co 1.5%
Value ($000) $3,254 Shares 17,078 Est. Cost $97.49 Unrealized +31.6%
IWF iShares Russell 1000 Growth 1.5%
Value ($000) $3,185 Shares 24,333 Est. Cost $43139.57 Unrealized
JPM JPMorgan Chase & Co 1.5%
Value ($000) $3,143 Shares 32,199 Est. Cost $47.50 Unrealized +84.3%
United Technologies Corp 1.4%
Value ($000) $2,906 Shares 27,290 Est. Cost $115.15 Unrealized
XOM Exxon Mobil Corp 1.3%
Value ($000) $2,844 Shares 41,700 Est. Cost $57.69 Unrealized -2.2%
CSCO Cisco Systems Inc 1.3%
Value ($000) $2,670 Shares 61,617 Est. Cost $19.11 Unrealized +93.2%
Premier Inc 1.2%
Value ($000) $2,515 Shares 67,328 Est. Cost $32.43 Unrealized
IJH iShares Core S&P Mid-Cap 1.2%
Value ($000) $2,492 Shares 15,007 Est. Cost $4335.52 Unrealized
BRK/B Berkshire Hathaway Inc B 1.2%
Value ($000) $2,454 Shares 12,021 Est. Cost $145.84 Unrealized +43.2%
MDT Medtronic PLC 1.1%
Value ($000) $2,359 Shares 25,936 Est. Cost $60.77 Unrealized +26.9%
IEFA iShares Core MSCI EAFE 1.1%
Value ($000) $2,326 Shares 42,282 Est. Cost $63.73 Unrealized
CB Chubb Ltd 1.1%
Value ($000) $2,323 Shares 17,984 Est. Cost $97.90 Unrealized +16.9%
Walgreen Boots Alliance Inc Com 1.1%
Value ($000) $2,314 Shares 33,865 Est. Cost $76.18 Unrealized
PEP PepsiCo Inc 1.0%
Value ($000) $2,183 Shares 19,760 Est. Cost $69.89 Unrealized +29.7%
BAB Invesco Taxable Municipal Bond ETF 1.0%
Value ($000) $2,174 Shares 73,224 Est. Cost $29.62 Unrealized
XYL Xylem Inc 1.0%
Value ($000) $2,140 Shares 32,075 Est. Cost $32.52 Unrealized +95.4%
DBEF Deutsche X-trackers MSCI EAFE Hedged Eq 1.0%
Value ($000) $2,139 Shares 76,666 Est. Cost $7617.56 Unrealized
CVX Chevron Corp 1.0%
Value ($000) $2,109 Shares 19,388 Est. Cost $70.08 Unrealized +20.9%
ECL Ecolab Inc 1.0%
Value ($000) $2,097 Shares 14,233 Est. Cost $103.06 Unrealized +37.3%
WY Weyerhaeuser Co 1.0%
Value ($000) $2,006 Shares 91,780 Est. Cost $21.99 Unrealized -8.5%
MRK Merck & Co Inc 0.9%
Value ($000) $1,942 Shares 25,411 Est. Cost $40.56 Unrealized +39.3%
Raytheon Co 0.9%
Value ($000) $1,793 Shares 11,694 Est. Cost $3830.60 Unrealized
UNH UnitedHealth Group Inc 0.8%
Value ($000) $1,753 Shares 7,036 Est. Cost $219.56 Unrealized +7.1%
VTR Ventas Inc 0.8%
Value ($000) $1,685 Shares 28,766 Est. Cost $40.16 Unrealized +9.5%
BDX Becton, Dickinson and Co 0.8%
Value ($000) $1,672 Shares 7,420 Est. Cost $172.49 Unrealized +20.7%
EFG iShares MSCI EAFE Growth ETF 0.8%
Value ($000) $1,594 Shares 23,074 Est. Cost $18786.22 Unrealized
IDXX IDEXX Laboratories Inc 0.7%
Value ($000) $1,543 Shares 8,293 Est. Cost $124.48 Unrealized +64.7%
IEMG iShares Core MSCI Emerging Markets ETF 0.7%
Value ($000) $1,497 Shares 31,742 Est. Cost $54.88 Unrealized
SunTrust Banks Inc 0.7%
Value ($000) $1,491 Shares 29,554 Est. Cost $42.12 Unrealized
NVS Novartis Ag 0.7%
Value ($000) $1,467 Shares 17,096 Est. Cost $3909.60 Unrealized
VTI Vanguard Total Stock Market ETF 0.7%
Value ($000) $1,458 Shares 11,427 Est. Cost $21124.78 Unrealized
NEE NextEra Energy Inc 0.7%
Value ($000) $1,452 Shares 8,356 Est. Cost $19.08 Unrealized +92.2%
NEM Newmont Mining Corp 0.7%
Value ($000) $1,439 Shares 41,526 Est. Cost $21.34 Unrealized +22.1%
HON Honeywell International Inc 0.6%
Value ($000) $1,355 Shares 10,253 Est. Cost $72.32 Unrealized +62.8%
UNM Unum Group 0.6%
Value ($000) $1,349 Shares 45,921 Est. Cost $33.47 Unrealized +4.6%
PG Procter & Gamble Co 0.6%
Value ($000) $1,319 Shares 14,350 Est. Cost $62.18 Unrealized +20.2%
DowDuPont Inc 0.6%
Value ($000) $1,318 Shares 24,647 Est. Cost $68.87 Unrealized
CL Colgate-Palmolive Co 0.6%
Value ($000) $1,283 Shares 21,561 Est. Cost $52.85 Unrealized +0.1%
IVV iShares Core S&P 500 0.6%
Value ($000) $1,222 Shares 4,858 Est. Cost $8677.87 Unrealized
OXY Occidental Petroleum Corp 0.6%
Value ($000) $1,211 Shares 19,729 Est. Cost $59.21 Unrealized +0.5%
BA Boeing Co 0.6%
Value ($000) $1,210 Shares 3,752 Est. Cost $122.73 Unrealized +172.9%
DIS Walt Disney Co 0.6%
Value ($000) $1,204 Shares 10,982 Est. Cost $93.03 Unrealized +17.3%
EFA iShares MSCI EAFE 0.6%
Value ($000) $1,202 Shares 20,455 Est. Cost $5886.49 Unrealized
GLW Corning Inc 0.6%
Value ($000) $1,161 Shares 38,432 Est. Cost $17.53 Unrealized +49.2%
GOOG Alphabet Inc C 0.5%
Value ($000) $1,140 Shares 1,101 Est. Cost $36.39 Unrealized +46.0%
MAR Marriott International Inc 0.5%
Value ($000) $1,138 Shares 10,478 Est. Cost $66.18 Unrealized +64.0%
Aptiv PLC 0.5%
Value ($000) $1,136 Shares 18,449 Est. Cost $84.82 Unrealized
NSC Norfolk Southern Corp 0.5%
Value ($000) $1,133 Shares 7,575 Est. Cost $142.35 Unrealized 0.0%
VMC Vulcan Materials Co 0.5%
Value ($000) $1,119 Shares 11,328 Est. Cost $95.27 Unrealized 0.0%
MDU MDU Resources Group Inc 0.5%
Value ($000) $1,080 Shares 45,308 Est. Cost $7.01 Unrealized +12.4%
VO Vanguard Mid-Cap ETF 0.5%
Value ($000) $1,075 Shares 7,777 Est. Cost $17202.27 Unrealized
CNI Canadian National Railway Co 0.5%
Value ($000) $1,067 Shares 14,399 Est. Cost $55.92 Unrealized +29.6%
SFNC Simmons First National Corp 0.5%
Value ($000) $1,052 Shares 43,614 Est. Cost $28.19 Unrealized -4.5%
CWB SPDR Blmbg Barclays Convert Secs ETF 0.5%
Value ($000) $1,038 Shares 22,179 Est. Cost $995.83 Unrealized
D Dominion Resources Inc 0.5%
Value ($000) $1,029 Shares 14,402 Est. Cost $47.67 Unrealized +11.7%
GOOGL Alphabet Inc A 0.5%
Value ($000) $1,013 Shares 969 Est. Cost $41.00 Unrealized +30.8%
Pinnacle Financial Partners Inc 0.5%
Value ($000) $988 Shares 21,430 Est. Cost $49302.13 Unrealized
IWD iShares Russell 1000 Value 0.5%
Value ($000) $982 Shares 8,843 Est. Cost $926.82 Unrealized
EMR Emerson Electric Co 0.4%
Value ($000) $944 Shares 15,792 Est. Cost $43.76 Unrealized +30.3%
VZ Verizon Communications Inc 0.4%
Value ($000) $922 Shares 16,408 Est. Cost $28.79 Unrealized +34.2%
NKE Nike Inc B 0.4%
Value ($000) $893 Shares 12,049 Est. Cost $49.07 Unrealized +38.9%
NVDA NVIDIA Corp 0.4%
Value ($000) $852 Shares 6,381 Est. Cost $0.72 Unrealized +561.8%
IWV iShares Russell 3000 0.4%
Value ($000) $840 Shares 5,716 Est. Cost $91510.56 Unrealized
NGVT Ingevity Corp Com 0.4%
Value ($000) $818 Shares 9,778 Est. Cost $36.79 Unrealized +146.1%
HST Host Hotels & Resorts Inc 0.4%
Value ($000) $778 Shares 46,672 Est. Cost $11.17 Unrealized +28.0%
PHDG Invesco S&P 500 Downside Hedged ETF 0.4%
Value ($000) $776 Shares 29,570 Est. Cost $27.96 Unrealized
ETN Eaton Corp PLC 0.4%
Value ($000) $774 Shares 11,269 Est. Cost $51.62 Unrealized +26.0%
RF Regions Financial Corp 0.4%
Value ($000) $773 Shares 57,741 Est. Cost $7.14 Unrealized +67.9%
VTV Vanguard Value ETF 0.4%
Value ($000) $771 Shares 7,870 Est. Cost $18674.18 Unrealized
TJX TJX Companies Inc 0.4%
Value ($000) $766 Shares 17,115 Est. Cost $36.54 Unrealized +25.6%
DNP Select Income 0.4%
Value ($000) $759 Shares 72,962 Est. Cost $3857.41 Unrealized
IJK iShares S&P Mid-Cap 400 Growth 0.4%
Value ($000) $746 Shares 3,902 Est. Cost $44744.53 Unrealized
Macquarie Infrastructure Corp 0.3%
Value ($000) $735 Shares 20,094 Est. Cost $52.57 Unrealized
PYPL PayPal Holdings Inc 0.3%
Value ($000) $681 Shares 8,096 Est. Cost $51.39 Unrealized +61.7%
IJR iShares Core S&P Small-Cap 0.3%
Value ($000) $675 Shares 9,738 Est. Cost $80.55 Unrealized
T AT&T Inc 0.3%
Value ($000) $654 Shares 22,899 Est. Cost $12.23 Unrealized +14.6%
LMBS First Trust Low Duration Oppos ETF 0.3%
Value ($000) $652 Shares 12,764 Est. Cost $51.21 Unrealized
Linde plc 0.3%
Value ($000) $651 Shares 4,170 Est. Cost $156.12 Unrealized
XLV Select Sector Spdr Trust The Health Care Select Sector Spdr Fund 0.3%
Value ($000) $624 Shares 7,211 Est. Cost $1149.79 Unrealized
LOW Lowe's Companies Inc 0.3%
Value ($000) $620 Shares 6,708 Est. Cost $56.55 Unrealized +49.6%
LMT Lockheed Martin Corp 0.3%
Value ($000) $595 Shares 2,274 Est. Cost $220.13 Unrealized +13.6%
NOC Northrop Grumman Corp 0.3%
Value ($000) $588 Shares 2,400 Est. Cost $142.84 Unrealized +71.8%
AZN Astrazeneca Plc Each Ads Representing 1/2 Of An Ordinary Share 0.3%
Value ($000) $581 Shares 15,301 Est. Cost $2450.55 Unrealized
DXC DXC Technology Co 0.3%
Value ($000) $580 Shares 10,908 Est. Cost $76.64 Unrealized -13.5%
MUNI PIMCO Intermediate Municipal Bd Actv ETF 0.3%
Value ($000) $579 Shares 10,965 Est. Cost $53.32 Unrealized
IWM iShares Russell 2000 0.3%
Value ($000) $572 Shares 4,275 Est. Cost $52766.82 Unrealized
VNQ Vanguard REIT ETF 0.3%
Value ($000) $567 Shares 7,599 Est. Cost $25226.25 Unrealized
HD The Home Depot Inc 0.3%
Value ($000) $566 Shares 3,292 Est. Cost $93.17 Unrealized +61.4%
WMB Williams Companies Inc 0.3%
Value ($000) $557 Shares 25,251 Est. Cost $18.39 Unrealized -8.9%
IXN iShares Global Tech ETF 0.3%
Value ($000) $552 Shares 3,835 Est. Cost $35443.16 Unrealized
EL The Estee Lauder Companies Inc Class A 0.3%
Value ($000) $549 Shares 4,219 Est. Cost $64.35 Unrealized +92.8%
WAB Westinghouse Air Brake Technologies Corp 0.3%
Value ($000) $530 Shares 7,540 Est. Cost $79.51 Unrealized +5.1%
IWB iShares Russell 1000 0.3%
Value ($000) $529 Shares 3,812 Est. Cost $940.24 Unrealized
MA Mastercard Inc A 0.2%
Value ($000) $520 Shares 2,754 Est. Cost $98.34 Unrealized +94.1%
DON WisdomTree US MidCap Dividend ETF 0.2%
Value ($000) $508 Shares 16,050 Est. Cost $3980.02 Unrealized
GLD SPDR Gold Shares 0.2%
Value ($000) $503 Shares 4,145 Est. Cost $6574.23 Unrealized
DG Dollar General Corp 0.2%
Value ($000) $476 Shares 4,404 Est. Cost $72.15 Unrealized +36.7%
AGG iShares Core US Aggregate Bond 0.2%
Value ($000) $474 Shares 4,448 Est. Cost $21489.11 Unrealized
VUG Vanguard Growth ETF 0.2%
Value ($000) $473 Shares 3,523 Est. Cost $964.04 Unrealized
IHDG WisdomTree International Hedged Quality Dividend Growth ETF 0.2%
Value ($000) $465 Shares 16,698 Est. Cost $30.56 Unrealized
AWK American Water Works Co Inc 0.2%
Value ($000) $457 Shares 5,035 Est. Cost $53.81 Unrealized +48.4%
ATO Atmos Energy Corp 0.2%
Value ($000) $456 Shares 4,914 Est. Cost $40.22 Unrealized +100.0%
MOAT VanEck Vectors Morningstar Wide Moat ETF 0.2%
Value ($000) $446 Shares 10,837 Est. Cost $1001.52 Unrealized
Anadarko Petroleum Corp 0.2%
Value ($000) $427 Shares 9,741 Est. Cost $3817.93 Unrealized
AMGN Amgen Inc 0.2%
Value ($000) $416 Shares 2,136 Est. Cost $127.62 Unrealized +22.9%
COP ConocoPhillips 0.2%
Value ($000) $399 Shares 6,406 Est. Cost $42.93 Unrealized +24.4%
DAL Delta Air Lines Inc 0.2%
Value ($000) $396 Shares 7,930 Est. Cost $34.14 Unrealized +49.6%
SYK Stryker Corp 0.2%
Value ($000) $389 Shares 2,480 Est. Cost $130.84 Unrealized +18.3%
ILMN Illumina Inc 0.2%
Value ($000) $379 Shares 1,265 Est. Cost $195.93 Unrealized +58.1%
EPD Enterprise Products Partners LP 0.2%
Value ($000) $375 Shares 15,262 Est. Cost $30.98 Unrealized
Westrock Co 0.2%
Value ($000) $366 Shares 9,685 Est. Cost $48389.89 Unrealized
UPS United Parcel Service Inc Class B 0.2%
Value ($000) $358 Shares 3,667 Est. Cost $69.28 Unrealized +18.5%
MCD McDonald's Corp 0.2%
Value ($000) $357 Shares 2,009 Est. Cost $84.14 Unrealized +78.4%
JH Financial Opportunities 0.2%
Value ($000) $354 Shares 12,675 Est. Cost $24.00 Unrealized
RSG Republic Services Inc 0.2%
Value ($000) $348 Shares 4,825 Est. Cost $32.00 Unrealized +105.4%
WMT Wal-Mart Stores Inc 0.2%
Value ($000) $347 Shares 3,720 Est. Cost $17.89 Unrealized +60.7%
PFE Pfizer Inc 0.2%
Value ($000) $345 Shares 7,912 Est. Cost $23.83 Unrealized +26.0%
HDV Ishares Core High Dividend Etf 0.2%
Value ($000) $343 Shares 4,065 Est. Cost $76.70 Unrealized
DOV Dover Corp 0.2%
Value ($000) $335 Shares 4,722 Est. Cost $50.83 Unrealized +44.4%
AXP American Express Co 0.2%
Value ($000) $332 Shares 3,485 Est. Cost $76.94 Unrealized +23.5%
BlackRock Core Bond 0.2%
Value ($000) $321 Shares 26,308 Est. Cost $12.20 Unrealized
VBR Vanguard Small-Cap Value ETF 0.2%
Value ($000) $319 Shares 2,798 Est. Cost $3776.95 Unrealized
PSX Phillips 66 0.1%
Value ($000) $315 Shares 3,660 Est. Cost $55.31 Unrealized +32.5%
IEF iShares 7-10 Year Treasury Bond ETF 0.1%
Value ($000) $308 Shares 2,956 Est. Cost $17729.14 Unrealized
SNY Sanofi 0.1%
Value ($000) $307 Shares 7,077 Est. Cost $7363.01 Unrealized
XLU Select Sector Spdr Trust The Utilities Select Sector Spdr Trust 0.1%
Value ($000) $306 Shares 5,788 Est. Cost $9240.50 Unrealized
BB&T Corp 0.1%
Value ($000) $298 Shares 6,883 Est. Cost $5615.33 Unrealized
UNP Union Pacific Corp 0.1%
Value ($000) $294 Shares 2,130 Est. Cost $88.15 Unrealized +43.4%
SRE Sempra Energy 0.1%
Value ($000) $289 Shares 2,675 Est. Cost $39.03 Unrealized +15.8%
SBUX Starbucks Corp 0.1%
Value ($000) $282 Shares 4,380 Est. Cost $43.88 Unrealized +22.3%
IBM International Business Machines Corp 0.1%
Value ($000) $281 Shares 2,470 Est. Cost $101.75 Unrealized -13.6%
AMAT Applied Materials Inc 0.1%
Value ($000) $276 Shares 8,436 Est. Cost $19.94 Unrealized +59.0%
VVV Valvoline Inc 0.1%
Value ($000) $275 Shares 14,236 Est. Cost $22.59 Unrealized -11.5%
DUK Duke Energy Corp 0.1%
Value ($000) $268 Shares 3,105 Est. Cost $52.66 Unrealized +21.3%
MUB iShares National Muni Bond ETF 0.1%
Value ($000) $267 Shares 2,445 Est. Cost $11737.29 Unrealized
GIS General Mills Inc 0.1%
Value ($000) $266 Shares 6,820 Est. Cost $35.35 Unrealized -6.7%
PM Philip Morris International Inc 0.1%
Value ($000) $263 Shares 3,939 Est. Cost $55.68 Unrealized +2.9%
Apache Corp 0.1%
Value ($000) $259 Shares 9,873 Est. Cost $17386.85 Unrealized
WWW Wolverine World Wide Inc 0.1%
Value ($000) $257 Shares 8,067 Est. Cost $15.93 Unrealized +82.9%
ITOT iShares Core S&P Total US Stock Mkt ETF 0.1%
Value ($000) $256 Shares 4,509 Est. Cost $15256.42 Unrealized
SLB Schlumberger Ltd 0.1%
Value ($000) $256 Shares 7,099 Est. Cost $58.55 Unrealized -31.3%
DVY iShares Select Dividend 0.1%
Value ($000) $254 Shares 2,846 Est. Cost $79.33 Unrealized
XLY Select Sector Spdr Fund Shs Ben Consumer Discretionary 0.1%
Value ($000) $253 Shares 2,557 Est. Cost $13344.88 Unrealized
ACN Accenture PLC A 0.1%
Value ($000) $248 Shares 1,757 Est. Cost $95.39 Unrealized +49.8%
IUSG Ishares Core U S Growth Etf 0.1%
Value ($000) $242 Shares 4,595 Est. Cost $32340.00 Unrealized
BSV Vanguard Short-Term Bond ETF 0.1%
Value ($000) $240 Shares 3,060 Est. Cost $3184.06 Unrealized
ABBV AbbVie Inc 0.1%
Value ($000) $237 Shares 2,568 Est. Cost $41.90 Unrealized +54.6%
Splunk Inc 0.1%
Value ($000) $233 Shares 2,222 Est. Cost $27848.62 Unrealized
HLT Hilton Worldwide Holdings Inc 0.1%
Value ($000) $231 Shares 3,215 Est. Cost $48.81 Unrealized +44.9%
VV Vanguard Large-Cap ETF 0.1%
Value ($000) $230 Shares 2,005 Est. Cost $63619.02 Unrealized
GD General Dynamics Corp 0.1%
Value ($000) $228 Shares 1,451 Est. Cost $107.02 Unrealized +42.1%
DLR Digital Realty Trust Inc 0.1%
Value ($000) $221 Shares 2,070 Est. Cost $82.11 Unrealized +4.9%
IBB iShares Nasdaq Biotechnology 0.1%
Value ($000) $217 Shares 2,247 Est. Cost $8059.82 Unrealized
RSP Invesco S&P 500 Equal Weight ETF 0.1%
Value ($000) $214 Shares 2,340 Est. Cost $102.36 Unrealized
QQQ Invesco QQQ Trust 0.1%
Value ($000) $211 Shares 1,370 Est. Cost $171.66 Unrealized
ServiceMaster Global Holdings Inc 0.1%
Value ($000) $210 Shares 5,710 Est. Cost $37.14 Unrealized
BMO Bank Montreal Que Com 0.1%
Value ($000) $207 Shares 3,169 Est. Cost $40.32 Unrealized +35.7%
ADSK Autodesk Inc 0.1%
Value ($000) $202 Shares 1,574 Est. Cost $62.75 Unrealized +115.2%
CHD Church & Dwight Co Inc 0.1%
Value ($000) $201 Shares 3,054 Est. Cost $40.10 Unrealized +45.0%
XLP Consumer Staples Select Sector SPDR ETF 0.1%
Value ($000) $200 Shares 3,948 Est. Cost $6068.45 Unrealized
IGM iShares North American Tech 0.1%
Value ($000) $198 Shares 1,153 Est. Cost $102.22 Unrealized
LLY Eli Lilly and Co 0.1%
Value ($000) $197 Shares 1,700 Est. Cost $65.84 Unrealized +54.0%
XLF Financial Select Sector SPDR ETF 0.1%
Value ($000) $196 Shares 8,232 Est. Cost $7683.17 Unrealized
Laboratory Corp of America Holdings 0.1%
Value ($000) $193 Shares 1,528 Est. Cost $98757.76 Unrealized
Reliant Bancorp Inc 0.1%
Value ($000) $190 Shares 8,227 Est. Cost $24.99 Unrealized
XLK Technology Select Sector SPDR ETF 0.1%
Value ($000) $190 Shares 3,072 Est. Cost $11751.43 Unrealized
AVNS Avanos Med Inc 0.1%
Value ($000) $186 Shares 4,155 Est. Cost $64.35 Unrealized -18.6%
AMZN Amazon.com Inc 0.1%
Value ($000) $180 Shares 120 Est. Cost $65.20 Unrealized +27.5%
IYT iShares Transportation Average 0.1%
Value ($000) $180 Shares 1,090 Est. Cost $142636.22 Unrealized
SCHP Schwab US TIPS ETF 0.1%
Value ($000) $176 Shares 3,312 Est. Cost $49917.92 Unrealized
GVI iShares Intermediate Govt/Crdt Bd ETF 0.1%
Value ($000) $175 Shares 1,615 Est. Cost $15385.26 Unrealized
DHR Danaher Corp 0.1%
Value ($000) $174 Shares 1,689 Est. Cost $45.59 Unrealized +92.8%
iShares Gold Trust 0.1%
Value ($000) $172 Shares 14,019 Est. Cost $624.63 Unrealized
QCOM QUALCOMM Inc 0.1%
Value ($000) $171 Shares 3,002 Est. Cost $52.67 Unrealized -3.5%
XLE Select Sector Spdr Trust Shs Ben Int Energy 0.1%
Value ($000) $163 Shares 2,839 Est. Cost $6879.24 Unrealized
CAT Caterpillar Inc 0.1%
Value ($000) $161 Shares 1,269 Est. Cost $93.81 Unrealized +18.9%
FLOT iShares Floating Rate Bond ETF 0.1%
Value ($000) $159 Shares 3,150 Est. Cost $24864.75 Unrealized
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF 0.1%
Value ($000) $158 Shares 1,403 Est. Cost $119.54 Unrealized
BP BP PLC ADR 0.1%
Value ($000) $154 Shares 4,059 Est. Cost $19014.25 Unrealized
ROL Rollins Inc 0.1%
Value ($000) $150 Shares 4,148 Est. Cost $23.69 Unrealized 0.0%
HEDJ Wisdomtree Europe Hedged Equity ETF 0.1%
Value ($000) $149 Shares 2,645 Est. Cost $9565.32 Unrealized
MDLZ Mondelez International Inc Class A 0.1%
Value ($000) $146 Shares 3,635 Est. Cost $32.81 Unrealized +9.1%
GM General Motors Co 0.1%
Value ($000) $145 Shares 4,329 Est. Cost $26.13 Unrealized +19.9%
BIIB Biogen Inc 0.1%
Value ($000) $145 Shares 482 Est. Cost $323.36 Unrealized -1.3%
IJS iShares S&P Small-Cap 600 Value ETF 0.1%
Value ($000) $144 Shares 1,095 Est. Cost $131.51 Unrealized
MAA Mid-America Apartment Communities Inc 0.1%
Value ($000) $144 Shares 1,500 Est. Cost $52.27 Unrealized +48.9%
BSX Boston Scientific Corp 0.1%
Value ($000) $142 Shares 4,030 Est. Cost $36.27 Unrealized 0.0%
BAC Bank of America Corporation 0.1%
Value ($000) $139 Shares 5,628 Est. Cost $17.28 Unrealized +31.9%
AIG American International Group Inc 0.1%
Value ($000) $139 Shares 3,532 Est. Cost $41.13 Unrealized -12.0%
TSM Taiwan Semiconductor Manufacturing Co Ltd 0.1%
Value ($000) $139 Shares 3,766 Est. Cost $40.06 Unrealized
CVS CVS Health Corp 0.1%
Value ($000) $137 Shares 2,094 Est. Cost $61.93 Unrealized -4.1%
AVGO Broadcom Inc Com 0.1%
Value ($000) $137 Shares 540 Est. Cost $18.93 Unrealized +2.4%
NJR New Jersey Resources Corp 0.1%
Value ($000) $137 Shares 3,000 Est. Cost $21.03 Unrealized +74.0%
Celgene Corp 0.1%
Value ($000) $136 Shares 2,122 Est. Cost $113129.91 Unrealized
BIV Vanguard Intermediate-Term Bond ETF 0.1%
Value ($000) $135 Shares 1,663 Est. Cost $19620.40 Unrealized
Citrix Systems Inc 0.1%
Value ($000) $126 Shares 1,231 Est. Cost $45403.95 Unrealized
ABT Abbott Laboratories 0.1%
Value ($000) $123 Shares 1,698 Est. Cost $39.94 Unrealized +55.6%
REZI Resideo Technologies Inc 0.1%
Value ($000) $116 Shares 5,645 Est. Cost $21.34 Unrealized 0.0%
WM Waste Management Inc 0.1%
Value ($000) $114 Shares 1,280 Est. Cost $45.88 Unrealized +73.7%
DE Deere & Co 0.1%
Value ($000) $113 Shares 760 Est. Cost $128.61 Unrealized +2.5%
BK Bank of New York Mellon Corp 0.1%
Value ($000) $112 Shares 2,379 Est. Cost $36.89 Unrealized +7.5%
IP International Paper Co 0.1%
Value ($000) $110 Shares 2,721 Est. Cost $29.09 Unrealized +4.7%
EWC iShares MSCI Canada 0.1%
Value ($000) $110 Shares 4,610 Est. Cost $28.78 Unrealized
Ingersoll-Rand PLC 0.0%
Value ($000) $105 Shares 1,154 Est. Cost $90.99 Unrealized
XLI Industrial Select Sector SPDR ETF 0.0%
Value ($000) $104 Shares 1,614 Est. Cost $20955.06 Unrealized
FCX Freeport-McMoRan Inc 0.0%
Value ($000) $103 Shares 10,000 Est. Cost $18.39 Unrealized -42.0%
VOT Vanguard Mid-Cap Growth ETF 0.0%
Value ($000) $100 Shares 834 Est. Cost $29713.95 Unrealized
BlackRock Inc 0.0%
Value ($000) $98 Shares 250 Est. Cost $87793.98 Unrealized
C Citigroup Inc 0.0%
Value ($000) $98 Shares 1,887 Est. Cost $50.06 Unrealized -1.4%
ENB Enbridge Inc Com 0.0%
Value ($000) $97 Shares 3,107 Est. Cost $24.79 Unrealized -18.3%
General Electric Co 0.0%
Value ($000) $95 Shares 12,555 Est. Cost $4744.83 Unrealized
XMMO Invesco Russell MidCap Pure Growth ETF 0.0%
Value ($000) $95 Shares 2,110 Est. Cost $49.97 Unrealized
GS Goldman Sachs Group Inc 0.0%
Value ($000) $92 Shares 550 Est. Cost $200.65 Unrealized -14.8%
SLYV SPDR S&P 600 Small Cap Value ETF 0.0%
Value ($000) $91 Shares 1,685 Est. Cost $46717.48 Unrealized
TGT Target Corp 0.0%
Value ($000) $91 Shares 1,380 Est. Cost $59.06 Unrealized +7.2%
SO Southern Co 0.0%
Value ($000) $90 Shares 2,053 Est. Cost $31.76 Unrealized +7.9%
XITK SPDR FactSet Innovative Technology ETF 0.0%
Value ($000) $87 Shares 1,047 Est. Cost $93.81 Unrealized
Magellan Midstream Partners LP 0.0%
Value ($000) $86 Shares 1,500 Est. Cost $82.50 Unrealized
XBNYX BlackRock NY Municipal Income 0.0%
Value ($000) $86 Shares 7,040 Est. Cost $12.22 Unrealized
ITA iShares US Aerospace & Defense ETF 0.0%
Value ($000) $83 Shares 483 Est. Cost $157.17 Unrealized
NUE Nucor Corp 0.0%
Value ($000) $82 Shares 1,575 Est. Cost $37.83 Unrealized +34.1%
QAI IQ Hedge Multi-Strategy Tracker ETF 0.0%
Value ($000) $81 Shares 2,790 Est. Cost $5212.37 Unrealized
ASH Ashland Global Holdings Inc 0.0%
Value ($000) $80 Shares 1,125 Est. Cost $50.73 Unrealized +34.6%
Nuveen S&P 500 Buy-Write Income 0.0%
Value ($000) $79 Shares 6,565 Est. Cost $3868.36 Unrealized
SPYX SPDR S&P 500 Fossil Fuel Rsrv Free ETF 0.0%
Value ($000) $79 Shares 1,297 Est. Cost $4668.25 Unrealized
DIA SPDR Dow Jones Industrial Average ETF 0.0%
Value ($000) $78 Shares 335 Est. Cost $175820.00 Unrealized
KHC The Kraft Heinz Co 0.0%
Value ($000) $78 Shares 1,817 Est. Cost $49.78 Unrealized -26.4%
TM Toyota Motor Corporation Ads 0.0%
Value ($000) $78 Shares 670 Est. Cost $131829.03 Unrealized
IYW Ishares U S Technology Etf 0.0%
Value ($000) $76 Shares 475 Est. Cost $104669.70 Unrealized
DFNL Davis Select Financial ETF 0.0%
Value ($000) $76 Shares 3,730 Est. Cost $23.95 Unrealized
AEP American Electric Power Co Inc 0.0%
Value ($000) $75 Shares 1,000 Est. Cost $38.89 Unrealized +50.1%
CSL Carlisle Companies Inc 0.0%
Value ($000) $75 Shares 745 Est. Cost $91.76 Unrealized +2.7%
JD JD.com Inc ADR 0.0%
Value ($000) $74 Shares 3,543 Est. Cost $39.58 Unrealized
MO Altria Group Inc 0.0%
Value ($000) $74 Shares 1,497 Est. Cost $29.83 Unrealized +11.1%
SDG iShares MSCI Global Impact ETF 0.0%
Value ($000) $73 Shares 1,380 Est. Cost $57.06 Unrealized
KRE SPDR S&P Regional Banking ETF 0.0%
Value ($000) $73 Shares 1,555 Est. Cost $19343.35 Unrealized
ORCL Oracle Corp 0.0%
Value ($000) $72 Shares 1,591 Est. Cost $40.83 Unrealized +5.7%
XIFR NextEra Energy Partners LP 0.0%
Value ($000) $71 Shares 1,645 Est. Cost $32.40 Unrealized +40.7%
KR The Kroger Co 0.0%
Value ($000) $71 Shares 2,565 Est. Cost $26.93 Unrealized -7.5%
AFL Aflac Inc 0.0%
Value ($000) $70 Shares 1,540 Est. Cost $30.71 Unrealized +22.4%
CMI Cummins Inc 0.0%
Value ($000) $70 Shares 525 Est. Cost $102.53 Unrealized +14.6%
SCHZ Schwab US Aggregate Bond ETF 0.0%
Value ($000) $70 Shares 1,374 Est. Cost $12930.49 Unrealized
SCHX Schwab US Large-Cap ETF 0.0%
Value ($000) $70 Shares 1,165 Est. Cost $867.07 Unrealized
IVW iShares S&P 500 Growth 0.0%
Value ($000) $70 Shares 467 Est. Cost $113859.32 Unrealized
USB US Bancorp 0.0%
Value ($000) $69 Shares 1,510 Est. Cost $29.92 Unrealized +27.9%
Hanesbrands Inc 0.0%
Value ($000) $69 Shares 5,520 Est. Cost $65.41 Unrealized
WABCO Holdings Inc 0.0%
Value ($000) $67 Shares 625 Est. Cost $122279.00 Unrealized
BlackRock Taxable Municipal Bond Trust 0.0%
Value ($000) $67 Shares 3,200 Est. Cost $19870.00 Unrealized
HEEM iShares Currency Hedged MSCI Emerg Mkts 0.0%
Value ($000) $66 Shares 2,880 Est. Cost $8279.58 Unrealized
NXPI NXP Semiconductors NV 0.0%
Value ($000) $65 Shares 881 Est. Cost $86.13 Unrealized -18.0%
XLB Materials Select Sector SPDR ETF 0.0%
Value ($000) $65 Shares 1,281 Est. Cost $29947.88 Unrealized
PSA Public Storage 0.0%
Value ($000) $63 Shares 310 Est. Cost $151.89 Unrealized 0.0%
CBRE CBRE Group Inc 0.0%
Value ($000) $63 Shares 1,580 Est. Cost $33.34 Unrealized +24.0%
IJJ iShares S&P Mid-Cap 400 Value ETF 0.0%
Value ($000) $63 Shares 455 Est. Cost $50113.93 Unrealized
BHB Bar Harbor Bankshares Inc 0.0%
Value ($000) $62 Shares 2,773 Est. Cost $17.63 Unrealized +6.6%
ALL Allstate Corp 0.0%
Value ($000) $62 Shares 754 Est. Cost $56.13 Unrealized +35.2%
Southwestern Energy Co 0.0%
Value ($000) $62 Shares 18,090 Est. Cost $2647.71 Unrealized
MHK Mohawk Industries Inc 0.0%
Value ($000) $60 Shares 514 Est. Cost $144.84 Unrealized -7.9%
BNS Bank Of Nova Scotia 0.0%
Value ($000) $60 Shares 1,205 Est. Cost $31.00 Unrealized +18.9%
Royal Dutch Shell PLC 0.0%
Value ($000) $57 Shares 953 Est. Cost $67.22 Unrealized
Atlantic Capital Bancshares Inc 0.0%
Value ($000) $56 Shares 3,391 Est. Cost $13306.18 Unrealized
MKC McCormick & Co Inc Non-Voting 0.0%
Value ($000) $56 Shares 405 Est. Cost $31.80 Unrealized +96.8%
EOG EOG Resources Inc 0.0%
Value ($000) $56 Shares 645 Est. Cost $65.84 Unrealized +22.5%
SPHD Invesco S&P 500 High Div Low Vol ETF 0.0%
Value ($000) $55 Shares 1,435 Est. Cost $41.20 Unrealized
FTV Fortive Corp Com 0.0%
Value ($000) $54 Shares 795 Est. Cost $31.81 Unrealized +43.4%
NTR Nutrien Ltd 0.0%
Value ($000) $52 Shares 1,110 Est. Cost $40.02 Unrealized +2.1%
EW Edwards Lifesciences Corp 0.0%
Value ($000) $52 Shares 340 Est. Cost $50.45 Unrealized +0.3%
Tri-Continental Corporation 0.0%
Value ($000) $52 Shares 2,195 Est. Cost $22.83 Unrealized
APD Air Products & Chemicals Inc 0.0%
Value ($000) $52 Shares 325 Est. Cost $105.18 Unrealized +26.6%
VOE Vanguard Mid-Cap Value ETF 0.0%
Value ($000) $51 Shares 532 Est. Cost $37572.51 Unrealized
WFC Wells Fargo & Co 0.0%
Value ($000) $51 Shares 1,100 Est. Cost $38.93 Unrealized +8.0%
CAC Camden National Corp 0.0%
Value ($000) $50 Shares 1,386 Est. Cost $19.11 Unrealized +57.9%
ROKU Roku Inc 0.0%
Value ($000) $50 Shares 1,636 Est. Cost $54.58 Unrealized -13.6%
IEV iShares Europe 0.0%
Value ($000) $50 Shares 1,276 Est. Cost $9494.19 Unrealized
SYF Synchrony Financial 0.0%
Value ($000) $49 Shares 2,071 Est. Cost $23.00 Unrealized -1.7%
TLT Ishares 20 Plus Year Treasury Bond Etf 0.0%
Value ($000) $49 Shares 400 Est. Cost $91097.50 Unrealized
Canadian Pacific Railway Ltd 0.0%
Value ($000) $47 Shares 265 Est. Cost $192.86 Unrealized
OMC Omnicom Group Inc 0.0%
Value ($000) $47 Shares 640 Est. Cost $53.77 Unrealized +6.4%
DLTR Dollar Tree Inc 0.0%
Value ($000) $47 Shares 525 Est. Cost $78.54 Unrealized +7.5%
EWG iShares MSCI Germany 0.0%
Value ($000) $46 Shares 1,825 Est. Cost $27.68 Unrealized
Tableau Software Inc 0.0%
Value ($000) $46 Shares 380 Est. Cost $62990.69 Unrealized
SDY SPDR S&P Dividend ETF 0.0%
Value ($000) $46 Shares 510 Est. Cost $76209.30 Unrealized
NOBL ProShares S&P 500 Dividend Aristocrats 0.0%
Value ($000) $45 Shares 750 Est. Cost $60.00 Unrealized
DEO Diageo PLC 0.0%
Value ($000) $45 Shares 319 Est. Cost $115945.35 Unrealized
NYF iShares New York Muni Bond ETF 0.0%
Value ($000) $44 Shares 800 Est. Cost $44859.53 Unrealized
SMBK SmartFinancial Inc 0.0%
Value ($000) $44 Shares 2,412 Est. Cost $16.36 Unrealized +26.8%
EEMV iShares Edge MSCI Min Vol Emerging Mkts 0.0%
Value ($000) $44 Shares 795 Est. Cost $18042.85 Unrealized
XTL SPDR S&P Telecom ETF 0.0%
Value ($000) $44 Shares 704 Est. Cost $71.07 Unrealized
TIP iShares TIPS Bond 0.0%
Value ($000) $44 Shares 400 Est. Cost $57540.16 Unrealized
SCHM Schwab US Mid-Cap ETF 0.0%
Value ($000) $43 Shares 887 Est. Cost $38348.59 Unrealized
TBT ProShares UltraShort 20 Year Treasury 0.0%
Value ($000) $43 Shares 1,220 Est. Cost $33.61 Unrealized
F Ford Motor Co 0.0%
Value ($000) $43 Shares 5,567 Est. Cost $8.00 Unrealized -22.4%
CSD Invesco S&P Spin-Off ETF 0.0%
Value ($000) $42 Shares 985 Est. Cost $53.81 Unrealized
RHI Robert Half International Inc 0.0%
Value ($000) $42 Shares 730 Est. Cost $43.42 Unrealized +41.3%
HD Supply Holdings Inc 0.0%
Value ($000) $42 Shares 1,115 Est. Cost $25622.01 Unrealized
COST Costco Wholesale Corp 0.0%
Value ($000) $42 Shares 207 Est. Cost $134.91 Unrealized +49.7%
EEM iShares MSCI Emerging Markets 0.0%
Value ($000) $41 Shares 1,060 Est. Cost $26965.44 Unrealized
Kansas City Southern 0.0%
Value ($000) $41 Shares 425 Est. Cost $49528.61 Unrealized
TE Connectivity Ltd 0.0%
Value ($000) $41 Shares 544 Est. Cost $75.37 Unrealized
Total System Services Inc 0.0%
Value ($000) $41 Shares 500 Est. Cost $41770.00 Unrealized
Apergy Corp 0.0%
Value ($000) $41 Shares 1,500 Est. Cost $42.00 Unrealized
UAA Under Armour Inc A 0.0%
Value ($000) $41 Shares 2,310 Est. Cost $34.21 Unrealized -40.0%
MS Morgan Stanley 0.0%
Value ($000) $40 Shares 1,000 Est. Cost $28.24 Unrealized +24.0%
Pioneer Natural Resources Co 0.0%
Value ($000) $39 Shares 297 Est. Cost $133557.05 Unrealized
FLR Fluor Corp 0.0%
Value ($000) $39 Shares 1,221 Est. Cost $44.46 Unrealized -7.2%
UA Under Armour Inc C 0.0%
Value ($000) $39 Shares 2,397 Est. Cost $37.40 Unrealized -49.4%
BAX Baxter International Inc 0.0%
Value ($000) $39 Shares 590 Est. Cost $31.47 Unrealized +87.3%
BABA Alibaba Group Holding Ltd ADR 0.0%
Value ($000) $36 Shares 262 Est. Cost $157.48 Unrealized
VHT Vanguard Health Care ETF 0.0%
Value ($000) $36 Shares 225 Est. Cost $46759.70 Unrealized
WPX Energy Inc Class A 0.0%
Value ($000) $36 Shares 3,200 Est. Cost $12215.50 Unrealized
PRLB Proto Labs Inc 0.0%
Value ($000) $36 Shares 315 Est. Cost $70.59 Unrealized +74.7%
IJT iShares S&P Small-Cap 600 Growth ETF 0.0%
Value ($000) $35 Shares 218 Est. Cost $7585.13 Unrealized
America Movil SAB de CV 0.0%
Value ($000) $34 Shares 2,400 Est. Cost $16.67 Unrealized
FPX First Trust US Equity Opportunities ETF 0.0%
Value ($000) $34 Shares 554 Est. Cost $37214.42 Unrealized
Aqua America Inc 0.0%
Value ($000) $34 Shares 1,000 Est. Cost $24490.00 Unrealized
TFI SPDR Nuveen Blmbg Barclays Muni Bd ETF 0.0%
Value ($000) $34 Shares 710 Est. Cost $45171.65 Unrealized
FTI TechnipFMC PLC 0.0%
Value ($000) $33 Shares 1,680 Est. Cost $20.72 Unrealized -16.0%
Royal Dutch Shell PLC 0.0%
Value ($000) $33 Shares 574 Est. Cost $41121.50 Unrealized
SCHF Schwab International Equity ETF 0.0%
Value ($000) $33 Shares 1,156 Est. Cost $1866.96 Unrealized
TSLA Tesla Motors Inc 0.0%
Value ($000) $33 Shares 100 Est. Cost $15.18 Unrealized +41.7%
AMP Ameriprise Financial Inc 0.0%
Value ($000) $32 Shares 310 Est. Cost $101.78 Unrealized +8.0%
CCEP Coca-Cola European Partners PLC 0.0%
Value ($000) $32 Shares 700 Est. Cost $28.83 Unrealized +31.0%
GlaxoSmithKline PLC ADR 0.0%
Value ($000) $32 Shares 830 Est. Cost $41604.57 Unrealized
SAP SAP SE ADR 0.0%
Value ($000) $32 Shares 317 Est. Cost $115.82 Unrealized
SHE SPDR SSGA Gender Diversity ETF 0.0%
Value ($000) $31 Shares 488 Est. Cost $75.27 Unrealized
VAC Marriott Vacations Worldwide Corp 0.0%
Value ($000) $31 Shares 444 Est. Cost $85.26 Unrealized -2.3%
ESLT Elbit Systems Ltd 0.0%
Value ($000) $30 Shares 265 Est. Cost $92.09 Unrealized +22.2%
PFM Invesco Dividend Achievers ETF 0.0%
Value ($000) $30 Shares 1,200 Est. Cost $25.83 Unrealized
THO Thor Industries Inc 0.0%
Value ($000) $29 Shares 560 Est. Cost $59.28 Unrealized -2.3%
AOR iShares Core Growth Allocation ETF 0.0%
Value ($000) $29 Shares 697 Est. Cost $44.33 Unrealized
CF CF Industries Holdings Inc 0.0%
Value ($000) $28 Shares 633 Est. Cost $19.08 Unrealized +105.9%
VGT Vanguard Information Technology ETF 0.0%
Value ($000) $27 Shares 160 Est. Cost $168.75 Unrealized
IIPR Innovative Industrial Properties Inc 0.0%
Value ($000) $27 Shares 585 Est. Cost $46.15 Unrealized
VOO Vanguard 500 ETF 0.0%
Value ($000) $26 Shares 115 Est. Cost $163281.66 Unrealized
EWJ iShares MSCI Japan 0.0%
Value ($000) $26 Shares 510 Est. Cost $58.90 Unrealized
MASI Masimo Corp 0.0%
Value ($000) $26 Shares 240 Est. Cost $74.98 Unrealized +48.7%
BWXT Bwx Technologies Inc 0.0%
Value ($000) $25 Shares 650 Est. Cost $55.82 Unrealized -18.7%
PPL PPL Corp 0.0%
Value ($000) $25 Shares 871 Est. Cost $21.13 Unrealized +5.4%
RNST Renasant Corp 0.0%
Value ($000) $25 Shares 820 Est. Cost $32.41 Unrealized +8.2%
TMO Thermo Fisher Scientific Inc 0.0%
Value ($000) $25 Shares 112 Est. Cost $148.19 Unrealized +55.4%
EZU iShares MSCI Eurozone 0.0%
Value ($000) $25 Shares 700 Est. Cost $126.68 Unrealized
KMI Kinder Morgan Inc P 0.0%
Value ($000) $25 Shares 1,644 Est. Cost $16.66 Unrealized -32.8%
CMCSA Comcast Corp Class A 0.0%
Value ($000) $23 Shares 678 Est. Cost $29.11 Unrealized +4.5%
EPP iShares MSCI Pacific ex Japan 0.0%
Value ($000) $23 Shares 560 Est. Cost $43400.00 Unrealized
MFC Manulife Financial Corp 0.0%
Value ($000) $23 Shares 1,592 Est. Cost $17.67 Unrealized -10.3%
CNC Centene Corp 0.0%
Value ($000) $23 Shares 200 Est. Cost $35.91 Unrealized +86.4%
BNDX Vanguard Total International Bond ETF 0.0%
Value ($000) $23 Shares 415 Est. Cost $2855.09 Unrealized
Synovus Financial Corp 0.0%
Value ($000) $23 Shares 714 Est. Cost $30827.91 Unrealized
C&J Energy Services Inc 0.0%
Value ($000) $23 Shares 1,695 Est. Cost $20.71 Unrealized
CenturyLink Inc 0.0%
Value ($000) $23 Shares 1,540 Est. Cost $14.94 Unrealized
SPSB SPDR Portfolio Short Term Corporate Bond ETF 0.0%
Value ($000) $23 Shares 760 Est. Cost $30.13 Unrealized
IGOV iShares International Treasury Bond ETF 0.0%
Value ($000) $22 Shares 458 Est. Cost $1467.64 Unrealized
VLO Valero Energy Corp 0.0%
Value ($000) $22 Shares 300 Est. Cost $38.94 Unrealized +68.3%
SBIO ALPS Medical Breakthroughs ETF 0.0%
Value ($000) $22 Shares 765 Est. Cost $39.08 Unrealized
VBK Vanguard Small-Cap Growth ETF 0.0%
Value ($000) $22 Shares 143 Est. Cost $158.99 Unrealized
SCHE Schwab Emerging Markets Equity ETF 0.0%
Value ($000) $22 Shares 950 Est. Cost $277.47 Unrealized
AOM iShares Core Moderate Allocation ETF 0.0%
Value ($000) $21 Shares 590 Est. Cost $38.20 Unrealized
UAL United Continental Holdings Inc 0.0%
Value ($000) $21 Shares 250 Est. Cost $57.89 Unrealized +51.7%
Southwest Georgia Financial Corp 0.0%
Value ($000) $21 Shares 1,027 Est. Cost $14129.50 Unrealized
California Resources Corp 0.0%
Value ($000) $20 Shares 1,160 Est. Cost $7755.36 Unrealized
IYF Ishares U S Financials Etf 0.0%
Value ($000) $20 Shares 187 Est. Cost $112.30 Unrealized
Buckeye Partners LP 0.0%
Value ($000) $20 Shares 700 Est. Cost $59156.20 Unrealized
EFAV iShares Edge MSCI Min Vol EAFE ETF 0.0%
Value ($000) $20 Shares 293 Est. Cost $50220.79 Unrealized
ROBO Robo Global Robotics&Automation ETF 0.0%
Value ($000) $20 Shares 625 Est. Cost $36.16 Unrealized
VOX Vanguard Telecommunication Services ETF 0.0%
Value ($000) $20 Shares 271 Est. Cost $80.22 Unrealized
VFH Vanguard Financials ETF 0.0%
Value ($000) $20 Shares 342 Est. Cost $58.48 Unrealized
Hillenbrand Inc 0.0%
Value ($000) $19 Shares 500 Est. Cost $22454.10 Unrealized
EPR EPR Properties 0.0%
Value ($000) $19 Shares 300 Est. Cost $54780.00 Unrealized
DSI iShares MSCI KLD 400 Social ETF 0.0%
Value ($000) $19 Shares 200 Est. Cost $76070.00 Unrealized
IDV iShares International Select Dividend 0.0%
Value ($000) $18 Shares 620 Est. Cost $26078.98 Unrealized
IGIB Ishares Tr Intrm Tr Crp Etf 0.0%
Value ($000) $18 Shares 340 Est. Cost $107.06 Unrealized
IWS iShares Russell Mid-Cap Value ETF 0.0%
Value ($000) $18 Shares 235 Est. Cost $73870.08 Unrealized
HCP Inc 0.0%
Value ($000) $17 Shares 600 Est. Cost $30.00 Unrealized
IXJ iShares Global Healthcare 0.0%
Value ($000) $17 Shares 305 Est. Cost $26775.87 Unrealized
NFLX Netflix Inc 0.0%
Value ($000) $17 Shares 63 Est. Cost $23.33 Unrealized +28.3%
AAL American Airlines Group Inc 0.0%
Value ($000) $17 Shares 542 Est. Cost $43.35 Unrealized -21.1%
CCI Crown Castle International Corp 0.0%
Value ($000) $16 Shares 150 Est. Cost $81.01 Unrealized 0.0%
SCZ iShares MSCI EAFE Small-Cap 0.0%
Value ($000) $16 Shares 313 Est. Cost $639.48 Unrealized
VTIP Vanguard Short-Term Infl-Prot Secs ETF 0.0%
Value ($000) $16 Shares 332 Est. Cost $48679.81 Unrealized
BSAC Banco Santander Chile 0.0%
Value ($000) $16 Shares 519 Est. Cost $20248.56 Unrealized
McDermott International Inc 0.0%
Value ($000) $16 Shares 2,521 Est. Cost $19.71 Unrealized
VDC Vanguard Consumer Staples ETF 0.0%
Value ($000) $15 Shares 113 Est. Cost $136.48 Unrealized
DXJ WisdomTree Japan Hedged Equity ETF 0.0%
Value ($000) $15 Shares 315 Est. Cost $5829.32 Unrealized
FDX FedEx Corp 0.0%
Value ($000) $15 Shares 95 Est. Cost $163.05 Unrealized +14.0%
SUSA iShares MSCI USA ESG Select ETF 0.0%
Value ($000) $15 Shares 150 Est. Cost $70940.00 Unrealized
ASTE Astec Industries Inc 0.0%
Value ($000) $15 Shares 500 Est. Cost $40.59 Unrealized -14.2%
ESGG FlexShares STOXX Glbl ESG Impact ETF 0.0%
Value ($000) $15 Shares 170 Est. Cost $87.02 Unrealized
RCI Rogers Communications Inc 0.0%
Value ($000) $15 Shares 300 Est. Cost $37.17 Unrealized +39.4%
IGRO iShares International Dividend Gr ETF 0.0%
Value ($000) $15 Shares 297 Est. Cost $57.24 Unrealized
CLX Clorox Co 0.0%
Value ($000) $15 Shares 100 Est. Cost $80.03 Unrealized +58.1%
Nuance Communications Inc 0.0%
Value ($000) $15 Shares 1,155 Est. Cost $14.14 Unrealized
CRM Salesforce.com Inc 0.0%
Value ($000) $15 Shares 110 Est. Cost $77.30 Unrealized +75.8%
Kellogg Co 0.0%
Value ($000) $15 Shares 266 Est. Cost $41.63 Unrealized +11.5%
IYH iShares U.S. Healthcare ETF 0.0%
Value ($000) $14 Shares 75 Est. Cost $158720.00 Unrealized
IWO iShares Russell 2000 Growth ETF 0.0%
Value ($000) $14 Shares 737 Est. Cost $19.00 Unrealized
SCHR Schwab Intermediate-Term US Trs ETF 0.0%
Value ($000) $14 Shares 265 Est. Cost $434.08 Unrealized
SCHA Schwab US Small-Cap ETF 0.0%
Value ($000) $14 Shares 235 Est. Cost $76.96 Unrealized
VIGI Vanguard Intl Div Apprec ETF 0.0%
Value ($000) $13 Shares 225 Est. Cost $62.22 Unrealized
SCHH Schwab US REIT ETF 0.0%
Value ($000) $13 Shares 339 Est. Cost $2479.15 Unrealized
SEDG SolarEdge Technologies Inc 0.0%
Value ($000) $13 Shares 370 Est. Cost $45.70 Unrealized -16.2%
ETFMG Prime Cyber Security ETF 0.0%
Value ($000) $13 Shares 380 Est. Cost $23888.89 Unrealized
VCR Vanguard Consumer Discretionary ETF 0.0%
Value ($000) $13 Shares 88 Est. Cost $147.73 Unrealized
EQIX Equinix Inc 0.0%
Value ($000) $13 Shares 37 Est. Cost $340.80 Unrealized 0.0%
VDE Vanguard Energy ETF 0.0%
Value ($000) $13 Shares 164 Est. Cost $17171.36 Unrealized
Canopy Growth Corp 0.0%
Value ($000) $12 Shares 435 Est. Cost $43.48 Unrealized
VXUS Vanguard Total International Stock ETF 0.0%
Value ($000) $12 Shares 246 Est. Cost $32307.15 Unrealized
Altaba Inc 0.0%
Value ($000) $12 Shares 200 Est. Cost $72.50 Unrealized
FLRN SPDR Blmbg Barclays Inv Grd Flt Rt ETF 0.0%
Value ($000) $12 Shares 400 Est. Cost $24898.13 Unrealized
Nuveen AMT-Free Muni Credit Inc 0.0%
Value ($000) $12 Shares 888 Est. Cost $15.77 Unrealized
EDIT Editas Medicine Inc 0.0%
Value ($000) $12 Shares 525 Est. Cost $22.12 Unrealized +23.0%
TD Toronto Dominion Bk Ont Com New 0.0%
Value ($000) $11 Shares 230 Est. Cost $46.11 Unrealized +18.7%
AYI Acuity Brands Inc 0.0%
Value ($000) $11 Shares 99 Est. Cost $169.64 Unrealized -29.0%
EWW iShares MSCI Mexico ETF 0.0%
Value ($000) $11 Shares 275 Est. Cost $13018.93 Unrealized
VRTX Vertex Pharmaceuticals Inc 0.0%
Value ($000) $11 Shares 67 Est. Cost $137.98 Unrealized +25.6%
Arista Networks Inc 0.0%
Value ($000) $11 Shares 50 Est. Cost $260.00 Unrealized
EWL iShares MSCI Switzerland ETF 0.0%
Value ($000) $11 Shares 350 Est. Cost $32749.73 Unrealized
PH Parker Hannifin Corp 0.0%
Value ($000) $11 Shares 75 Est. Cost $101.50 Unrealized +43.3%
EQT EQT Corp 0.0%
Value ($000) $11 Shares 585 Est. Cost $32.29 Unrealized -41.8%
FMC FMC Corp 0.0%
Value ($000) $11 Shares 150 Est. Cost $57.42 Unrealized 0.0%
CCL Carnival Corp 0.0%
Value ($000) $11 Shares 220 Est. Cost $57.43 Unrealized -5.8%
AEM Agnico Eagle Mines Ltd 0.0%
Value ($000) $10 Shares 250 Est. Cost $31.59 Unrealized 0.0%
Oaktree Capital Group LLC 0.0%
Value ($000) $10 Shares 250 Est. Cost $40.00 Unrealized
BOND PIMCO Active Bond ETF 0.0%
Value ($000) $10 Shares 100 Est. Cost $107000.00 Unrealized
SCHB Schwab US Broad Market ETF 0.0%
Value ($000) $10 Shares 160 Est. Cost $67.57 Unrealized
ZBH Zimmer Biomet Holdings Inc 0.0%
Value ($000) $10 Shares 100 Est. Cost $102.73 Unrealized +3.3%
LUV Southwest Airlines Co 0.0%
Value ($000) $10 Shares 210 Est. Cost $49.50 Unrealized -2.1%
COF Capital One Financial Corp 0.0%
Value ($000) $10 Shares 130 Est. Cost $71.34 Unrealized +7.3%
MPC Marathon Petroleum Corp 0.0%
Value ($000) $10 Shares 162 Est. Cost $54.25 Unrealized 0.0%
XLRE Real Estate Select Sector SPDR 0.0%
Value ($000) $10 Shares 324 Est. Cost $4589.11 Unrealized
IHI iShares US Medical Devices 0.0%
Value ($000) $10 Shares 48 Est. Cost $208.33 Unrealized
SodaStream International Ltd 0.0%
Value ($000) $10 Shares 70 Est. Cost $21128.57 Unrealized
IGSB Ishares Tr Sh Tr Crport Etf 0.0%
Value ($000) $10 Shares 200 Est. Cost $77.61 Unrealized
EHC Encompass Health Corp 0.0%
Value ($000) $9 Shares 150 Est. Cost $51.86 Unrealized 0.0%
INTU Intuit Inc 0.0%
Value ($000) $9 Shares 45 Est. Cost $112.43 Unrealized +76.6%
GW Pharmaceuticals PLC 0.0%
Value ($000) $9 Shares 95 Est. Cost $100.83 Unrealized
COKE Coca-Cola Consolidated Inc 0.0%
Value ($000) $9 Shares 50 Est. Cost $11.15 Unrealized +57.3%
VAW Vanguard Materials ETF 0.0%
Value ($000) $9 Shares 80 Est. Cost $130.43 Unrealized
Nuveen Select TaxFree Income 2 0.0%
Value ($000) $9 Shares 700 Est. Cost $12.86 Unrealized
NTNX Nutanix Inc 0.0%
Value ($000) $9 Shares 209 Est. Cost $41.29 Unrealized 0.0%
CyberArk Software Ltd 0.0%
Value ($000) $9 Shares 125 Est. Cost $40.00 Unrealized
HSY The Hershey Co 0.0%
Value ($000) $9 Shares 80 Est. Cost $90.02 Unrealized 0.0%
Accelerate Diagnostics Inc 0.0%
Value ($000) $8 Shares 660 Est. Cost $26.26 Unrealized
DELL Dell Technologies Inc 0.0%
Value ($000) $8 Shares 167 Est. Cost $25.10 Unrealized 0.0%
PCH PotlatchDeltic Corp 0.0%
Value ($000) $8 Shares 266 Est. Cost $1646.23 Unrealized
OKE ONEOK Inc 0.0%
Value ($000) $8 Shares 147 Est. Cost $30.31 Unrealized +29.6%
ProShares Managed Futures Strategy 0.0%
Value ($000) $8 Shares 200 Est. Cost $40.00 Unrealized
PCAR PACCAR Inc 0.0%
Value ($000) $8 Shares 140 Est. Cost $32.11 Unrealized -6.8%
DGRO iShares Core Dividend Growth ETF 0.0%
Value ($000) $8 Shares 240 Est. Cost $32.64 Unrealized
FireEye Inc 0.0%
Value ($000) $8 Shares 470 Est. Cost $17.02 Unrealized
IVE iShares S&P 500 Value 0.0%
Value ($000) $7 Shares 70 Est. Cost $92200.00 Unrealized
FE FirstEnergy Corp 0.0%
Value ($000) $7 Shares 185 Est. Cost $26.74 Unrealized +6.0%
SCHV Schwab US Large-Cap Value ETF 0.0%
Value ($000) $7 Shares 138 Est. Cost $11405.92 Unrealized
IYG iShares US Financial Services ETF 0.0%
Value ($000) $7 Shares 60 Est. Cost $94000.00 Unrealized
IFF International Flavors & Fragrances Inc 0.0%
Value ($000) $7 Shares 50 Est. Cost $105.19 Unrealized +8.9%
LW Lamb Weston Holdings Inc 0.0%
Value ($000) $7 Shares 100 Est. Cost $58.37 Unrealized +17.7%
The Carlyle Group LP 0.0%
Value ($000) $7 Shares 450 Est. Cost $24.44 Unrealized
CHKP Check Point Software Technologies Ltd 0.0%
Value ($000) $6 Shares 61 Est. Cost $108.81 Unrealized +0.9%
HQY HealthEquity Inc 0.0%
Value ($000) $6 Shares 100 Est. Cost $60.64 Unrealized +32.9%
PHO Invesco Water Resources ETF 0.0%
Value ($000) $6 Shares 200 Est. Cost $30.00 Unrealized
SHW Sherwin-Williams Co 0.0%
Value ($000) $6 Shares 15 Est. Cost $92.99 Unrealized +36.1%
XPO XPO Logistics Inc 0.0%
Value ($000) $6 Shares 100 Est. Cost $27.71 Unrealized 0.0%
Vector Group Ltd 0.0%
Value ($000) $6 Shares 636 Est. Cost $9.43 Unrealized
ACWX iShares MSCI ACWI ex US ETF 0.0%
Value ($000) $6 Shares 151 Est. Cost $39046.36 Unrealized
GTX Garrett Motion Inc 0.0%
Value ($000) $6 Shares 460 Est. Cost $13.59 Unrealized 0.0%
EWA iShares MSCI Australia 0.0%
Value ($000) $6 Shares 320 Est. Cost $21029.82 Unrealized
HXL Hexcel Corp 0.0%
Value ($000) $6 Shares 100 Est. Cost $68.22 Unrealized -11.6%
CAG Conagra Brands Inc 0.0%
Value ($000) $6 Shares 300 Est. Cost $27.67 Unrealized -12.1%
EIS iShares MSCI Israel ETF 0.0%
Value ($000) $5 Shares 95 Est. Cost $40611.08 Unrealized
Discovery Inc 0.0%
Value ($000) $5 Shares 202 Est. Cost $24.75 Unrealized
HAL Halliburton Co 0.0%
Value ($000) $5 Shares 200 Est. Cost $42.64 Unrealized -31.7%
ONEV SPDR Russell 1000 Low Vol Foc ETF 0.0%
Value ($000) $5 Shares 70 Est. Cost $27340.82 Unrealized
REGL ProShares S&P MidCap 400 Dividend Arst 0.0%
Value ($000) $5 Shares 90 Est. Cost $55.56 Unrealized
Sandstorm Gold Ltd 0.0%
Value ($000) $5 Shares 1,000 Est. Cost $5.00 Unrealized
AG First Majestic Silver Corp 0.0%
Value ($000) $5 Shares 800 Est. Cost $5.48 Unrealized 0.0%
Red Hat Inc 0.0%
Value ($000) $5 Shares 28 Est. Cost $39505.58 Unrealized
Equitrans Midstream Corp 0.0%
Value ($000) $5 Shares 260 Est. Cost $19.23 Unrealized
ADBE Adobe Systems Inc 0.0%
Value ($000) $5 Shares 21 Est. Cost $241.40 Unrealized 0.0%
IWN iShares Russell 2000 Value 0.0%
Value ($000) $5 Shares 45 Est. Cost $101235.03 Unrealized
VPU Vanguard Utilities ETF 0.0%
Value ($000) $5 Shares 45 Est. Cost $113.70 Unrealized
FLIR Systems Inc 0.0%
Value ($000) $5 Shares 125 Est. Cost $64.00 Unrealized
USMV iShares Edge MSCI Min Vol USA 0.0%
Value ($000) $4 Shares 75 Est. Cost $44060.38 Unrealized
ZTS Zoetis Inc 0.0%
Value ($000) $4 Shares 41 Est. Cost $85.00 Unrealized 0.0%
Wyndham Destinations Inc 0.0%
Value ($000) $4 Shares 100 Est. Cost $81909.09 Unrealized
Phillips 66 Partners LP 0.0%
Value ($000) $4 Shares 100 Est. Cost $40.00 Unrealized
FEZ SPDR EURO STOXX 50 ETF 0.0%
Value ($000) $4 Shares 125 Est. Cost $31169.74 Unrealized
PFG Principal Financial Group Inc 0.0%
Value ($000) $4 Shares 100 Est. Cost $43.60 Unrealized -14.6%
MU Micron Technology Inc 0.0%
Value ($000) $4 Shares 130 Est. Cost $43.10 Unrealized -14.2%
XT iShares Exponential Technologies 0.0%
Value ($000) $4 Shares 118 Est. Cost $33.90 Unrealized
Allergan plc 0.0%
Value ($000) $4 Shares 31 Est. Cost $129.03 Unrealized
MCK McKesson Corp 0.0%
Value ($000) $4 Shares 35 Est. Cost $193.34 Unrealized -38.9%
Realogy Holdings Corp 0.0%
Value ($000) $4 Shares 275 Est. Cost $35682.38 Unrealized
L3 Technologies Inc 0.0%
Value ($000) $4 Shares 23 Est. Cost $173.91 Unrealized
HAIN The Hain Celestial Group Inc 0.0%
Value ($000) $4 Shares 225 Est. Cost $46.18 Unrealized -51.8%
EWY iShares MSCI South Korea ETF 0.0%
Value ($000) $3 Shares 50 Est. Cost $43770.93 Unrealized
Wright Medical Group N V 0.0%
Value ($000) $3 Shares 100 Est. Cost $24180.00 Unrealized
GILD Gilead Sciences Inc 0.0%
Value ($000) $3 Shares 50 Est. Cost $53.01 Unrealized 0.0%
TXN Texas Instruments Inc 0.0%
Value ($000) $3 Shares 27 Est. Cost $79.11 Unrealized 0.0%
VIS Vanguard Industrials ETF 0.0%
Value ($000) $3 Shares 24 Est. Cost $125.00 Unrealized
AKAM Akamai Technologies Inc 0.0%
Value ($000) $3 Shares 56 Est. Cost $66.51 Unrealized 0.0%
Twitter Inc 0.0%
Value ($000) $3 Shares 97 Est. Cost $30.93 Unrealized
Seagate Technology PLC 0.0%
Value ($000) $3 Shares 79 Est. Cost $37.97 Unrealized
GWW W.W. Grainger Inc 0.0%
Value ($000) $3 Shares 11 Est. Cost $270.51 Unrealized 0.0%
WH Wyndham Hotels & Resorts Inc 0.0%
Value ($000) $3 Shares 60 Est. Cost $60.97 Unrealized -20.5%
BLV Vanguard Long-Term Bond ETF 0.0%
Value ($000) $3 Shares 30 Est. Cost $100.00 Unrealized
ROP Roper Technologies Inc 0.0%
Value ($000) $3 Shares 10 Est. Cost $162.40 Unrealized +67.0%
Aurora Cannabis Inc 0.0%
Value ($000) $3 Shares 514 Est. Cost $9.55 Unrealized
RCL Royal Caribbean Cruises Ltd 0.0%
Value ($000) $3 Shares 35 Est. Cost $110.01 Unrealized -6.0%
Concho Resources Inc 0.0%
Value ($000) $3 Shares 30 Est. Cost $133.33 Unrealized
FFIV F5 Networks Inc 0.0%
Value ($000) $3 Shares 20 Est. Cost $122.95 Unrealized +39.6%
Encana Corp 0.0%
Value ($000) $3 Shares 525 Est. Cost $8399.36 Unrealized
PANW Palo Alto Networks Inc 0.0%
Value ($000) $3 Shares 15 Est. Cost $31.18 Unrealized 0.0%
PK Park hotels and Resorts INC 0.0%
Value ($000) $3 Shares 100 Est. Cost $28.18 Unrealized
El Paso Energy Capital Trust I 0.0%
Value ($000) $3 Shares 60 Est. Cost $49000.00 Unrealized
SCHW Charles Schwab Corp 0.0%
Value ($000) $3 Shares 62 Est. Cost $40.90 Unrealized 0.0%
XYZ Square Inc 0.0%
Value ($000) $3 Shares 60 Est. Cost $48.40 Unrealized +45.9%
TOL Toll Brothers Inc 0.0%
Value ($000) $3 Shares 100 Est. Cost $37.23 Unrealized -13.7%
SLV iShares Silver Trust 0.0%
Value ($000) $3 Shares 235 Est. Cost $12.77 Unrealized
MWA Mueller Water Products, Inc. 0.0%
Value ($000) $3 Shares 360 Est. Cost $9.12 Unrealized +1.7%
IQ iQIYI Inc 0.0%
Value ($000) $2 Shares 112 Est. Cost $27.66 Unrealized
TRMB Trimble Inc 0.0%
Value ($000) $2 Shares 50 Est. Cost $24.44 Unrealized +50.5%
TRIP TripAdvisor Inc 0.0%
Value ($000) $2 Shares 40 Est. Cost $72.31 Unrealized -31.9%
ESG FlexShares STOXX US ESG Impact ETF 0.0%
Value ($000) $2 Shares 30 Est. Cost $66.67 Unrealized
BIDU Baidu Inc 0.0%
Value ($000) $2 Shares 10 Est. Cost $200.00 Unrealized
AXON Axon Enterprise Inc 0.0%
Value ($000) $2 Shares 50 Est. Cost $51.88 Unrealized 0.0%
NWL Newell Brands Inc 0.0%
Value ($000) $2 Shares 85 Est. Cost $23.80 Unrealized -40.4%
VNM VanEck Vectors Vietnam ETF 0.0%
Value ($000) $2 Shares 115 Est. Cost $17.39 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
Alexion Pharmaceuticals Inc 0.0%
Value ($000) $2 Shares 24 Est. Cost $83.33 Unrealized
PetIQ Inc 0.0%
Value ($000) $2 Shares 100 Est. Cost $20.00 Unrealized
PKB Invesco Dynamic Building & Const ETF 0.0%
Value ($000) $2 Shares 100 Est. Cost $30.48 Unrealized
OTEX Open Text Corp 0.0%
Value ($000) $2 Shares 70 Est. Cost $22.17 Unrealized +27.5%
DLB Dolby Laboratories Inc 0.0%
Value ($000) $2 Shares 27 Est. Cost $60.76 Unrealized 0.0%
CRBN iShares MSCI ACWI Low Carbon Target ETF 0.0%
Value ($000) $2 Shares 20 Est. Cost $125.00 Unrealized
YUMC Yum China Hldgs Inc Com 0.0%
Value ($000) $2 Shares 72 Est. Cost $34.31 Unrealized 0.0%
SCHG Schwab US Large-Cap Growth ETF 0.0%
Value ($000) $2 Shares 36 Est. Cost $52229.95 Unrealized
Cerner Corp 0.0%
Value ($000) $2 Shares 40 Est. Cost $69050.00 Unrealized
USRT iShares Core US REIT ETF 0.0%
Value ($000) $2 Shares 50 Est. Cost $43440.00 Unrealized
VOD Vodafone Group PLC ADR 0.0%
Value ($000) $2 Shares 127 Est. Cost $13995.93 Unrealized
FNDB Schwab Fundamental US Broad Market ETF 0.0%
Value ($000) $2 Shares 59 Est. Cost $33.90 Unrealized
VMware Inc 0.0%
Value ($000) $2 Shares 12 Est. Cost $166.67 Unrealized
IWP iShares Russell Mid-Cap Growth ETF 0.0%
Value ($000) $2 Shares 20 Est. Cost $133.33 Unrealized
EXI iShares Global Industrials ETF 0.0%
Value ($000) $2 Shares 30 Est. Cost $70233.34 Unrealized
AOA iShares Core Aggressive Allocation ETF 0.0%
Value ($000) $2 Shares 38 Est. Cost $54.79 Unrealized
IPO Renaissance IPO ETF 0.0%
Value ($000) $2 Shares 100 Est. Cost $21327.73 Unrealized
MET MetLife Inc 0.0%
Value ($000) $1 Shares 22 Est. Cost $34.01 Unrealized -1.0%
Liberty SiriusXM Group 0.0%
Value ($000) $1 Shares 22 Est. Cost $45.45 Unrealized
HPQ HP Inc 0.0%
Value ($000) $1 Shares 50 Est. Cost $17.24 Unrealized +5.8%
SCHK Schwab Strategic Tr 1000 Index Etf 0.0%
Value ($000) $1 Shares 25 Est. Cost $40.00 Unrealized
SSL Sasol Ltd 0.0%
Value ($000) $1 Shares 18 Est. Cost $55.56 Unrealized
WOOD iShares Global Timber & Forestry ETF 0.0%
Value ($000) $1 Shares 25 Est. Cost $52539.54 Unrealized
IBN ICICI Bank Ltd 0.0%
Value ($000) $1 Shares 73 Est. Cost $13.70 Unrealized
WDC Western Digital Corp 0.0%
Value ($000) $1 Shares 38 Est. Cost $33.07 Unrealized 0.0%
EWP iShares MSCI Spain ETF 0.0%
Value ($000) $1 Shares 20 Est. Cost $50.00 Unrealized
WB Weibo Corp 0.0%
Value ($000) $1 Shares 14 Est. Cost $71.43 Unrealized
DNOW NOW Inc 0.0%
Value ($000) $1 Shares 56 Est. Cost $13.98 Unrealized 0.0%
Yamana Gold Inc 0.0%
Value ($000) $1 Shares 500 Est. Cost $2.00 Unrealized
PNR Pentair PLC 0.0%
Value ($000) $1 Shares 17 Est. Cost $36.44 Unrealized 0.0%
Qurate Retail Inc 0.0%
Value ($000) $1 Shares 70 Est. Cost $14.29 Unrealized
BMRN Biomarin Pharmaceutical Inc 0.0%
Value ($000) $1 Shares 17 Est. Cost $95.13 Unrealized 0.0%
FMS Fresenius Medical Care AG & Co. KGaA 0.0%
Value ($000) $1 Shares 28 Est. Cost $35.71 Unrealized
FSLR First Solar Inc 0.0%
Value ($000) $1 Shares 20 Est. Cost $46.37 Unrealized -5.3%
IPAC iShares Core MSCI Pacific ETF 0.0%
Value ($000) $1 Shares 15 Est. Cost $62.50 Unrealized
IONS Ionis Pharmaceuticals Inc 0.0%
Value ($000) $1 Shares 27 Est. Cost $51.00 Unrealized 0.0%
WIP SPDR Citi Intl Govt Infl-Prot Bd ETF 0.0%
Value ($000) $1 Shares 25 Est. Cost $54880.00 Unrealized
National Oilwell Varco Inc 0.0%
Value ($000) $1 Shares 33 Est. Cost $45.00 Unrealized
HDB HDFC Bank Ltd 0.0%
Value ($000) $1 Shares 6 Est. Cost $166.67 Unrealized
BBVA Banco Bilbao Vizcaya Argentaria SA ADR 0.0%
Value ($000) $1 Shares 206 Est. Cost $4.85 Unrealized
Unilever PLC ADR 0.0%
Value ($000) $1 Shares 20 Est. Cost $50.00 Unrealized
GMF SPDR S&P Emerging Asia Pacific ETF 0.0%
Value ($000) $1 Shares 15 Est. Cost $133.33 Unrealized
Tenneco Inc 0.0%
Value ($000) $1 Shares 20 Est. Cost $53.41 Unrealized
GRFS Grifols SA 0.0%
Value ($000) $1 Shares 30 Est. Cost $33.33 Unrealized
JPXN iShares JPX-Nikkei 400 0.0%
Value ($000) $1 Shares 15 Est. Cost $66.67 Unrealized
ITUB Itau Unibanco Holding SA 0.0%
Value ($000) $1 Shares 121 Est. Cost $8.26 Unrealized
HSBC HSBC Holdings PLC ADR 0.0%
Value ($000) $1 Shares 16 Est. Cost $62.50 Unrealized
Cree Inc 0.0%
Value ($000) $1 Shares 26 Est. Cost $38.46 Unrealized
IMKTA Ingles Markets Inc 0.0%
Value ($000) $1 Shares 50 Est. Cost $41.57 Unrealized -31.9%
EXPE Expedia Inc 0.0%
Value ($000) $1 Shares 10 Est. Cost $120.15 Unrealized -2.8%
LBRDK Liberty Broadband Corp 0.0%
Value ($000) $0 Shares 4 Est. Cost $75.05 Unrealized 0.0%
Groupon Inc 0.0%
Value ($000) $0 Shares 15 Est. Cost Unrealized
LBRDA Liberty Broadband Corp 0.0%
Value ($000) $0 Shares 2 Est. Cost $75.26 Unrealized 0.0%
CRON Cronos Group Inc 0.0%
Value ($000) $0 Shares 20 Est. Cost $9.63 Unrealized 0.0%
Nordstrom Inc 0.0%
Value ($000) $0 Shares 10 Est. Cost $168.12 Unrealized
Aphria Inc 0.0%
Value ($000) $0 Shares 10 Est. Cost Unrealized
WPP WPP PLC 0.0%
Value ($000) $0 Shares 8 Est. Cost Unrealized
Liberty SiriusXM Group 0.0%
Value ($000) $0 Shares 11 Est. Cost Unrealized
Immunogen Inc 0.0%
Value ($000) $0 Shares 31 Est. Cost Unrealized
LIT Global X Lithium & Battery Tech ETF 0.0%
Value ($000) $0 Shares 9 Est. Cost Unrealized
Liberty Formula One Group 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
TS Tenaris SA ADR 0.0%
Value ($000) $0 Shares 14 Est. Cost Unrealized
Gci Liberty Inc Com Class A 0.0%
Value ($000) $0 Shares 5 Est. Cost Unrealized
Liberty Formula One Group 0.0%
Value ($000) $0 Shares 5 Est. Cost Unrealized
ABEV Ambev SA 0.0%
Value ($000) $0 Shares 127 Est. Cost Unrealized