Alpha Omega Wealth Management LLC Diversified Active

CIK: 0001665633 · Show all filings

Period: Q3 2018 (← Previous) (Next →)

Filing Date: Nov 1, 2018

Total Value ($000): $222,905 (100.0% shares, 0.0% debt)

Holdings (494)

MSFT MICROSOFT CORP. 3.6%
Value ($000) $8,028 Shares 70,194 Est. Cost $46.33 Unrealized +117.6%
AAPL APPLE INC 3.3%
Value ($000) $7,360 Shares 32,603 Est. Cost $25.77 Unrealized +91.2%
JNJ JOHNSON & JOHNSON 2.3%
Value ($000) $5,147 Shares 37,249 Est. Cost $81.45 Unrealized +32.6%
PFE PFIZER INC. 2.3%
Value ($000) $5,088 Shares 115,457 Est. Cost $20.65 Unrealized +33.9%
T AT&T INC. 2.2%
Value ($000) $4,846 Shares 144,309 Est. Cost $13.61 Unrealized +6.4%
INTC INTEL CORP 2.1%
Value ($000) $4,786 Shares 101,213 Est. Cost $27.33 Unrealized +51.9%
CVX CHEVRON CORPORATION 2.0%
Value ($000) $4,429 Shares 36,223 Est. Cost $62.09 Unrealized +41.6%
APLE APPLE HOSPITALITY REIT 2.0%
Value ($000) $4,359 Shares 249,240 Est. Cost $18.76 Unrealized
RECKITT BENCKISE GROUP PLC 1.9%
Value ($000) $4,276 Shares 233,153 Est. Cost $18.34 Unrealized
SCHB SCHWAB US BROAD MARKET ETF 1.9%
Value ($000) $4,270 Shares 60,661 Est. Cost $54.22 Unrealized
PSX PHILLIPS 66 1.9%
Value ($000) $4,126 Shares 36,600 Est. Cost $58.91 Unrealized +46.1%
IBM IBM CORP 1.8%
Value ($000) $4,117 Shares 27,227 Est. Cost $101.22 Unrealized +0.0%
LOGI LOGITECH INTL 1.8%
Value ($000) $4,095 Shares 91,650 Est. Cost $12.82 Unrealized +220.8%
NSC NORFOLK SOUTHERN CO 1.8%
Value ($000) $4,021 Shares 22,278 Est. Cost $70.89 Unrealized +107.6%
RHI ROBERT HALF INTL 1.8%
Value ($000) $4,006 Shares 56,922 Est. Cost $40.14 Unrealized +82.5%
MCD MCDONALDS CORP 1.8%
Value ($000) $3,998 Shares 23,897 Est. Cost $88.38 Unrealized +52.5%
ETN EATON CORP PLC 1.8%
Value ($000) $3,979 Shares 45,879 Est. Cost $45.46 Unrealized +56.5%
GNTX GENTEX CORP. 1.8%
Value ($000) $3,961 Shares 184,579 Est. Cost $22.94 Unrealized +0.9%
CVE CENOVUS ENERGY INC. 1.7%
Value ($000) $3,863 Shares 385,129 Est. Cost $8.47 Unrealized +0.5%
GLW CORNING INC. 1.7%
Value ($000) $3,849 Shares 109,035 Est. Cost $15.42 Unrealized +71.7%
DUK DUKE ENERGY CORP. 1.7%
Value ($000) $3,834 Shares 47,910 Est. Cost $48.84 Unrealized +22.9%
CVS CVS HEALTH CORP 1.7%
Value ($000) $3,830 Shares 48,654 Est. Cost $66.59 Unrealized -15.2%
LNT ALLIANT ENERGY CORP 1.7%
Value ($000) $3,819 Shares 89,711 Est. Cost $25.78 Unrealized +32.4%
GILD GILEAD SCIENCES 1.7%
Value ($000) $3,753 Shares 48,605 Est. Cost $55.81 Unrealized +1.8%
FEDERATED INVESTORS, INC 1.6%
Value ($000) $3,668 Shares 152,062 Est. Cost $24.12 Unrealized
ACN ACCENTURE PLC 1.6%
Value ($000) $3,659 Shares 21,498 Est. Cost $91.53 Unrealized +63.0%
LAZARD LTD LP 1.6%
Value ($000) $3,625 Shares 75,321 Est. Cost $43.44 Unrealized
COF CAPITAL ONE FINANCIAL 1.6%
Value ($000) $3,624 Shares 38,172 Est. Cost $82.37 Unrealized +4.0%
MDLZ MONDELEZ INERNATIONAL 1.6%
Value ($000) $3,532 Shares 82,215 Est. Cost $35.30 Unrealized +0.8%
SCHD SCHWAB US DIVIDEND EQUITY ETF 1.5%
Value ($000) $3,383 Shares 63,821 Est. Cost $44.76 Unrealized
INVESCO LTD 1.5%
Value ($000) $3,383 Shares 147,853 Est. Cost $22.88 Unrealized
WESTROCK CO 1.4%
Value ($000) $3,148 Shares 58,913 Est. Cost $45.80 Unrealized
JCI JOHNSON CONTROLS 1.4%
Value ($000) $3,115 Shares 89,009 Est. Cost $33.88 Unrealized -7.6%
VTI VANGUARD TOTAL STOCK MARKET ET 1.4%
Value ($000) $3,054 Shares 20,411 Est. Cost $115.30 Unrealized
HRB H&R BLOCK 1.2%
Value ($000) $2,712 Shares 105,322 Est. Cost $20.90 Unrealized -9.0%
BB&T CORPORATION 1.2%
Value ($000) $2,623 Shares 54,033 Est. Cost $48.94 Unrealized
AON PLC 1.1%
Value ($000) $2,536 Shares 16,492 Est. Cost $92.18 Unrealized
SCHM CHARLES SCHWAB US MC ETF 1.0%
Value ($000) $2,284 Shares 39,482 Est. Cost $46.35 Unrealized
POWERSHARES S&P 500 EQUAL WT E 0.9%
Value ($000) $2,032 Shares 19,025 Est. Cost $87.26 Unrealized
RF REGIONS FINANCIAL CORPORATION 0.9%
Value ($000) $2,028 Shares 110,500 Est. Cost $13.90 Unrealized +0.3%
CSCO CISCO SYSTEMS INC 0.8%
Value ($000) $1,799 Shares 36,987 Est. Cost $22.75 Unrealized +58.4%
D DOMINION ENERGY 0.8%
Value ($000) $1,791 Shares 25,486 Est. Cost $49.20 Unrealized +3.6%
ABT ABBOTT LABORATORIES 0.8%
Value ($000) $1,772 Shares 24,160 Est. Cost $33.69 Unrealized +71.6%
NVR NVR, INC. 0.8%
Value ($000) $1,707 Shares 691 Est. Cost $1636.54 Unrealized +68.7%
ROSETTA STONE INC. 0.7%
Value ($000) $1,623 Shares 81,600 Est. Cost $8.91 Unrealized
SCHF SCHWAB INTERNATIONAL EQUITY ET 0.7%
Value ($000) $1,565 Shares 46,673 Est. Cost $30.70 Unrealized
SCHA SCHWAB US SMALL CAP ETF 0.7%
Value ($000) $1,494 Shares 19,609 Est. Cost $63.94 Unrealized
ODFL OLD DOMINION FREIGHT LINE 0.7%
Value ($000) $1,478 Shares 9,165 Est. Cost $25.77 Unrealized +89.9%
VZ VERIZON COMMUNICATN 0.6%
Value ($000) $1,435 Shares 26,887 Est. Cost $30.98 Unrealized +15.0%
VUG VANGUARD GROWTH ETF 0.6%
Value ($000) $1,312 Shares 8,144 Est. Cost $111.50 Unrealized
XOM EXXON MOBIL CORP 0.5%
Value ($000) $1,117 Shares 13,133 Est. Cost $56.57 Unrealized +2.9%
BRK/B BERKSHIRE HATHAWAY CL B 0.5%
Value ($000) $1,087 Shares 5,076 Est. Cost $149.65 Unrealized +37.1%
HDV ISHARES CORE HIGH DIVIDEND ETF 0.5%
Value ($000) $1,081 Shares 11,939 Est. Cost $74.31 Unrealized
IJR ISHARES CORE S&P SMALL CAP ETF 0.5%
Value ($000) $1,023 Shares 11,729 Est. Cost $90.71 Unrealized
SCHE SCHWAB EMERGING MARKETS EQUITY 0.5%
Value ($000) $1,008 Shares 39,224 Est. Cost $21.83 Unrealized
ABBVIE INC 0.4%
Value ($000) $951 Shares 10,052 Est. Cost $62.62 Unrealized
QCOM QUALCOMM INC 0.4%
Value ($000) $920 Shares 12,774 Est. Cost $49.66 Unrealized +10.0%
EXPD EXPEDITORS INTL WASH 0.4%
Value ($000) $860 Shares 11,700 Est. Cost $46.57 Unrealized +45.1%
MO ALTRIA GROUP INC 0.4%
Value ($000) $811 Shares 13,444 Est. Cost $30.17 Unrealized +11.2%
SYY SYSCO CORPORATION 0.4%
Value ($000) $809 Shares 11,043 Est. Cost $40.96 Unrealized +44.7%
BMY BRISTOL-MYERS SQUIBB 0.4%
Value ($000) $809 Shares 13,025 Est. Cost $39.56 Unrealized +13.7%
PG PROCTER & GAMBLE 0.4%
Value ($000) $781 Shares 9,382 Est. Cost $64.11 Unrealized +5.7%
VWO VANGUARD MSCI EMERGING MARKETS 0.3%
Value ($000) $725 Shares 17,672 Est. Cost $36.25 Unrealized
NKE NIKE INC CLASS B 0.3%
Value ($000) $705 Shares 8,325 Est. Cost $53.80 Unrealized +35.7%
BAC BANK OF AMERICA CORP 0.3%
Value ($000) $685 Shares 23,239 Est. Cost $16.56 Unrealized +53.8%
MRK MERCK & CO. 0.3%
Value ($000) $637 Shares 8,976 Est. Cost $43.65 Unrealized +16.0%
PYPL PAYPAL HOLDINGS 0.3%
Value ($000) $627 Shares 7,134 Est. Cost $40.10 Unrealized +119.1%
MDY SPDR S&P MIDCAP 400 ETF 0.3%
Value ($000) $613 Shares 1,668 Est. Cost $256.87 Unrealized
MKL MARKEL CORP 0.3%
Value ($000) $595 Shares 501 Est. Cost $904.41 Unrealized +30.1%
HD HOME DEPOT INC 0.3%
Value ($000) $594 Shares 2,868 Est. Cost $110.78 Unrealized +51.6%
VEU VANGUARD FTSE ALL-WORLD EX-US 0.3%
Value ($000) $590 Shares 11,343 Est. Cost $45.24 Unrealized
EXPRESS SCRIPTS HLDG 0.3%
Value ($000) $582 Shares 6,128 Est. Cost $68.48 Unrealized
PEP PEPSICO INCORPORATED 0.2%
Value ($000) $546 Shares 4,882 Est. Cost $76.54 Unrealized +18.0%
SCHH SCHWAB US REIT ETF 0.2%
Value ($000) $537 Shares 12,879 Est. Cost $41.05 Unrealized
UPS UNITED PARCEL SERVICE 0.2%
Value ($000) $530 Shares 4,541 Est. Cost $80.28 Unrealized +10.2%
PSEC PROSPECT CAPITAL CO 0.2%
Value ($000) $513 Shares 70,043 Est. Cost $2.14 Unrealized +33.3%
VOE VANGUARD MID-CAP VALUE ETF 0.2%
Value ($000) $490 Shares 4,333 Est. Cost $111.99 Unrealized
TXN TEXAS INSTRUMENTS INC. 0.2%
Value ($000) $488 Shares 4,553 Est. Cost $55.48 Unrealized +62.7%
FAST FASTENAL CO 0.2%
Value ($000) $485 Shares 8,351 Est. Cost $8.65 Unrealized +36.2%
EXC EXELON CORPORATION 0.2%
Value ($000) $467 Shares 10,698 Est. Cost $17.39 Unrealized +36.9%
PAYX PAYCHEX, INC. 0.2%
Value ($000) $465 Shares 6,311 Est. Cost $43.92 Unrealized +31.9%
GENERAL ELECTRIC CO 0.2%
Value ($000) $456 Shares 40,422 Est. Cost $30.75 Unrealized
VXF VANGUARD EXTENDED MARKET INDEX 0.2%
Value ($000) $453 Shares 3,694 Est. Cost $96.92 Unrealized
GOOG ALPHABET INC. CLASS C 0.2%
Value ($000) $436 Shares 365 Est. Cost $59.45 Unrealized 0.0%
MA MASTERCARD INC. 0.2%
Value ($000) $433 Shares 1,945 Est. Cost $98.27 Unrealized +103.9%
DIS WALT DISNEY CO 0.2%
Value ($000) $401 Shares 3,430 Est. Cost $93.06 Unrealized +14.5%
IEFA ISHARES CORE MSCI EAFE ETF 0.2%
Value ($000) $400 Shares 6,250 Est. Cost $63.39 Unrealized
IWR ISHARES RUSSELL MID CAP ETF 0.2%
Value ($000) $386 Shares 1,750 Est. Cost $172.75 Unrealized
SO SOUTHERN COMPANY 0.2%
Value ($000) $381 Shares 8,749 Est. Cost $32.23 Unrealized +6.4%
JPM JPMORGAN CHASE & CO 0.2%
Value ($000) $375 Shares 3,321 Est. Cost $63.90 Unrealized +45.0%
GOOGL ALPHABET INC. CLASS A 0.2%
Value ($000) $372 Shares 308 Est. Cost $60.08 Unrealized 0.0%
AMGN AMGEN INCORPORATED 0.2%
Value ($000) $350 Shares 1,687 Est. Cost $130.51 Unrealized +20.6%
LOW LOWES COMPANIES INC 0.2%
Value ($000) $347 Shares 3,020 Est. Cost $60.31 Unrealized +50.9%
BA BOEING CO 0.2%
Value ($000) $341 Shares 917 Est. Cost $137.39 Unrealized +146.8%
VIG VANGUARD DIVIDEND APPREC ETF 0.1%
Value ($000) $321 Shares 2,900 Est. Cost $85.49 Unrealized
BDX BECTON DICKINSON&CO 0.1%
Value ($000) $320 Shares 1,225 Est. Cost $123.45 Unrealized +78.5%
DVY ISHARES SELECT DIVIDEND ETF 0.1%
Value ($000) $302 Shares 3,023 Est. Cost $89.97 Unrealized
IEMG ISHARES CORE MSCI EMERGING MKT 0.1%
Value ($000) $299 Shares 5,768 Est. Cost $52.07 Unrealized
ATO ATMOS ENERGY CORP 0.1%
Value ($000) $297 Shares 3,162 Est. Cost $48.90 Unrealized +58.0%
AVY AVERY DENNISON CORP. 0.1%
Value ($000) $296 Shares 2,736 Est. Cost $61.60 Unrealized +53.1%
AMAT APPLIED MATERIALS INC. 0.1%
Value ($000) $294 Shares 7,615 Est. Cost $27.48 Unrealized +48.1%
ILF ISHARES LATIN AMERICAN 40 0.1%
Value ($000) $286 Shares 9,100 Est. Cost $27.60 Unrealized
KO COCA COLA COMPANY 0.1%
Value ($000) $284 Shares 6,152 Est. Cost $31.62 Unrealized +14.8%
EPP ISHARES MSCI PACIFIC ex-JAPAN 0.1%
Value ($000) $282 Shares 6,205 Est. Cost $39.56 Unrealized
SPY SPDR S&P 500 ETF 0.1%
Value ($000) $271 Shares 933 Est. Cost $207.41 Unrealized
EEM ISHARES MSCI EMERGING MARKETS 0.1%
Value ($000) $270 Shares 6,291 Est. Cost $34.76 Unrealized
WY WEYERHAUSER 0.1%
Value ($000) $270 Shares 8,380 Est. Cost $21.68 Unrealized +19.5%
SCHX SCHWAB U.S. LARGE CAP ETF 0.1%
Value ($000) $264 Shares 3,791 Est. Cost $67.01 Unrealized
PM PHILIP MORRIS INTL 0.1%
Value ($000) $263 Shares 3,227 Est. Cost $54.99 Unrealized +0.9%
CMCSA COMCAST CORPORATION 0.1%
Value ($000) $261 Shares 7,376 Est. Cost $26.95 Unrealized +8.9%
TIP ISHARES BARCLAYS TIPS BOND FUN 0.1%
Value ($000) $250 Shares 2,263 Est. Cost $113.18 Unrealized
KLAC KLA-TENCOR CORP. 0.1%
Value ($000) $248 Shares 2,441 Est. Cost $65.71 Unrealized +49.4%
MDT MEDTRONIC PLC 0.1%
Value ($000) $241 Shares 2,450 Est. Cost $62.47 Unrealized +22.1%
CHCO CITY HOLDINGS CO. 0.1%
Value ($000) $239 Shares 3,114 Est. Cost $44.79 Unrealized +42.0%
SCZ ISHARES MSCI EAFE SMALL CAP ET 0.1%
Value ($000) $237 Shares 3,799 Est. Cost $50.15 Unrealized
BSV VANGUARD SHORT-TERM BOND ETF 0.1%
Value ($000) $231 Shares 2,963 Est. Cost $78.10 Unrealized
VBR VANGUARD CAP VALUE ETF 0.1%
Value ($000) $230 Shares 1,648 Est. Cost $136.91 Unrealized
XILINX INC 0.1%
Value ($000) $228 Shares 2,850 Est. Cost $47.02 Unrealized
EFA ISHARES MSCI EAFE ETF 0.1%
Value ($000) $227 Shares 3,339 Est. Cost $61.26 Unrealized
UNION BANKSHARES CORP. 0.1%
Value ($000) $221 Shares 5,737 Est. Cost $35.92 Unrealized
PFF ISHARES U.S. PREFERRED STOCK E 0.1%
Value ($000) $220 Shares 5,921 Est. Cost $38.68 Unrealized
ARES CAPITAL CORP 0.1%
Value ($000) $219 Shares 12,753 Est. Cost $16.47 Unrealized
SYK STRYKER CORP. 0.1%
Value ($000) $219 Shares 1,235 Est. Cost $103.92 Unrealized +51.6%
CSX CSX CORP 0.1%
Value ($000) $215 Shares 2,897 Est. Cost $9.79 Unrealized +120.5%
CBU COMMUNITY BANK SYSTEM, INC. 0.1%
Value ($000) $212 Shares 3,471 Est. Cost $51.28 Unrealized 0.0%
TJX TJX COMPANIES INC 0.1%
Value ($000) $210 Shares 1,872 Est. Cost $31.06 Unrealized +49.7%
OGS ONE GAS, INC. 0.1%
Value ($000) $203 Shares 2,473 Est. Cost $49.36 Unrealized +58.6%
IWM ISHARES RUSSELL 2000 ETF 0.1%
Value ($000) $202 Shares 1,200 Est. Cost $135.00 Unrealized
CL COLGATE-PALMOLIVE 0.1%
Value ($000) $197 Shares 2,940 Est. Cost $55.37 Unrealized +1.1%
LLY ELI LILLY & CO.LLTC 0.1%
Value ($000) $193 Shares 1,800 Est. Cost $64.22 Unrealized +40.6%
SHEN SHENANDOAH TELECOM 0.1%
Value ($000) $186 Shares 4,800 Est. Cost $27.05 Unrealized +31.7%
IJK ISHARES S&P MIDCAP 400 GROWTH 0.1%
Value ($000) $186 Shares 800 Est. Cost $184.89 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $182 Shares 2,347 Est. Cost $38.84 Unrealized +45.1%
XLE SPDR ENERGY SELECT ETF 0.1%
Value ($000) $180 Shares 2,370 Est. Cost $74.61 Unrealized
FEDERAL REALTY TRUST 0.1%
Value ($000) $176 Shares 1,392 Est. Cost $142.26 Unrealized
KR KROGER COMPANY 0.1%
Value ($000) $175 Shares 6,003 Est. Cost $23.00 Unrealized +10.5%
SCHW CHARLES SCHWAB CORP 0.1%
Value ($000) $174 Shares 3,532 Est. Cost $31.68 Unrealized +45.4%
ADP AUTOMATIC DATA PROCESSING 0.1%
Value ($000) $173 Shares 1,150 Est. Cost $74.58 Unrealized +62.0%
BLACKROCK MUNICIPAL 2020 0.1%
Value ($000) $173 Shares 11,700 Est. Cost $15.90 Unrealized
WSM WILLIAMS SONOMA 0.1%
Value ($000) $168 Shares 2,560 Est. Cost $21.52 Unrealized +25.4%
BLACKROCK FLOATING RATE INC ET 0.1%
Value ($000) $163 Shares 11,800 Est. Cost $14.44 Unrealized
DLS WISDOMTREE INTERNATIONAL SMALL 0.1%
Value ($000) $163 Shares 2,286 Est. Cost $63.41 Unrealized
DOW DUPONT 0.1%
Value ($000) $156 Shares 2,420 Est. Cost $68.48 Unrealized
UNITED TECHNOLOGIES 0.1%
Value ($000) $155 Shares 1,107 Est. Cost $102.93 Unrealized
KHC KRAFT HEINZ COMPANY 0.1%
Value ($000) $154 Shares 2,795 Est. Cost $47.36 Unrealized -11.7%
ENB ENBRIDGE INC. 0.1%
Value ($000) $153 Shares 4,741 Est. Cost $24.22 Unrealized -9.3%
COST COSTCO WHOLESALE CO 0.1%
Value ($000) $152 Shares 646 Est. Cost $132.77 Unrealized +53.0%
MMM 3M COMPANY 0.1%
Value ($000) $150 Shares 713 Est. Cost $111.18 Unrealized +18.9%
BIIB BIOGEN INC. 0.1%
Value ($000) $150 Shares 425 Est. Cost $295.71 Unrealized +16.4%
CAG CONAGRA BRANDS 0.1%
Value ($000) $149 Shares 4,393 Est. Cost $26.85 Unrealized +1.8%
EBAY EBAY INC. 0.1%
Value ($000) $149 Shares 4,512 Est. Cost $26.28 Unrealized +17.3%
ADBE ADOBE SYSTEMS INC. 0.1%
Value ($000) $145 Shares 536 Est. Cost $114.64 Unrealized +124.9%
VNQ VANGUARD TOTAL WORLD STOCK ETF 0.1%
Value ($000) $143 Shares 1,883 Est. Cost $75.94 Unrealized
CIMAREX ENERGY CO 0.1%
Value ($000) $143 Shares 1,536 Est. Cost $136.07 Unrealized
HEALTHCARE TRUST OF AMERICA 0.1%
Value ($000) $143 Shares 5,346 Est. Cost $29.10 Unrealized
KMX CARMAX INC 0.1%
Value ($000) $141 Shares 1,886 Est. Cost $58.11 Unrealized +31.3%
AGG ISHARES CORE US AGGREGATE BOND 0.1%
Value ($000) $139 Shares 1,317 Est. Cost $108.06 Unrealized
OKE ONEOK INC. 0.1%
Value ($000) $138 Shares 2,031 Est. Cost $27.57 Unrealized +55.2%
CRM SALESFORCE.COM, INC. 0.1%
Value ($000) $137 Shares 860 Est. Cost $79.37 Unrealized +84.7%
CAT CATERPILLAR INC 0.1%
Value ($000) $136 Shares 890 Est. Cost $75.07 Unrealized +60.5%
ELV ANTHEM INC 0.1%
Value ($000) $134 Shares 490 Est. Cost $138.20 Unrealized +70.4%
BLACKROCK ENHANCED EQUIT 0.1%
Value ($000) $130 Shares 13,691 Est. Cost $8.35 Unrealized
INVESCO STSE RAFI US 1000 ETF 0.1%
Value ($000) $126 Shares 1,060 Est. Cost $100.00 Unrealized
INVESCO S&P 500 HEALTH CARE ET 0.1%
Value ($000) $123 Shares 595 Est. Cost $148.32 Unrealized
UNH UNITEDHEALTH GRP INC 0.1%
Value ($000) $120 Shares 450 Est. Cost $129.15 Unrealized +78.6%
IWS ISHARES RUSSELL MID CAP VALUE 0.1%
Value ($000) $118 Shares 1,303 Est. Cost $71.57 Unrealized
SPYX SPDR S&P 500 FOSSIL FUEL FREE 0.1%
Value ($000) $117 Shares 1,650 Est. Cost $53.33 Unrealized
ISRG INTUITIVE SURGICAL 0.1%
Value ($000) $115 Shares 200 Est. Cost $105.79 Unrealized +67.9%
EVRG EVERGY INC. 0.1%
Value ($000) $114 Shares 2,075 Est. Cost $40.03 Unrealized +6.8%
ALERIAN MLP ETF 0.1%
Value ($000) $113 Shares 10,550 Est. Cost $12.59 Unrealized
TGT TARGET CORPORATION 0.0%
Value ($000) $111 Shares 1,260 Est. Cost $58.90 Unrealized +15.4%
VMC VULCAN MATERIALS CO. 0.0%
Value ($000) $111 Shares 1,000 Est. Cost $111.71 Unrealized -2.7%
SRE SEMPRA ENERGY 0.0%
Value ($000) $110 Shares 966 Est. Cost $38.05 Unrealized +19.7%
BND VANGUARD TOTAL BOND INDEX 0.0%
Value ($000) $110 Shares 1,400 Est. Cost $80.86 Unrealized
IWB ISHARES RUSSELL 1000 ETF 0.0%
Value ($000) $108 Shares 670 Est. Cost $152.24 Unrealized
VB VANGUARD SMALL-CAP ETF 0.0%
Value ($000) $107 Shares 660 Est. Cost $128.79 Unrealized
SBUX STARBUCKS CORP. 0.0%
Value ($000) $104 Shares 1,831 Est. Cost $47.57 Unrealized -5.3%
WMT WAL-MART STORES INC 0.0%
Value ($000) $104 Shares 1,104 Est. Cost $20.13 Unrealized +35.8%
DE DEERE & CO 0.0%
Value ($000) $103 Shares 687 Est. Cost $115.72 Unrealized +11.1%
INVESCO S&P 500 LOW VOL ETF 0.0%
Value ($000) $101 Shares 2,040 Est. Cost $47.55 Unrealized
CNQ CANADIAN NATURAL RESOURCES 0.0%
Value ($000) $99 Shares 3,020 Est. Cost $10.54 Unrealized +12.1%
WFC WELLS FARGO BANK 0.0%
Value ($000) $97 Shares 1,842 Est. Cost $40.30 Unrealized +15.4%
DEO DIAGEO PLC 0.0%
Value ($000) $93 Shares 655 Est. Cost $106.07 Unrealized
HCP, INC. 0.0%
Value ($000) $93 Shares 3,550 Est. Cost $29.76 Unrealized
SHILLER ETN SHILLER CAPET ETN 0.0%
Value ($000) $90 Shares 675 Est. Cost $123.46 Unrealized
PRU PRUDENTIAL FINANCIAL 0.0%
Value ($000) $89 Shares 881 Est. Cost $55.02 Unrealized +24.7%
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $89 Shares 781 Est. Cost $83.82 Unrealized +3.3%
NVS NOVARTIS AG 0.0%
Value ($000) $87 Shares 1,010 Est. Cost $72.80 Unrealized
VTR VENTAS, INC. 0.0%
Value ($000) $86 Shares 1,580 Est. Cost $42.58 Unrealized -0.0%
EWL ISHARES MSCI SWITZERLAND CAPPE 0.0%
Value ($000) $82 Shares 2,350 Est. Cost $29.43 Unrealized
ORCL ORACLE CORPORATION 0.0%
Value ($000) $82 Shares 1,600 Est. Cost $32.60 Unrealized +33.7%
CINF CINCINNATI FINANCIAL CORP. 0.0%
Value ($000) $81 Shares 1,050 Est. Cost $58.17 Unrealized +5.8%
NEE NEXTERA ENERGY, INC. 0.0%
Value ($000) $80 Shares 478 Est. Cost $30.28 Unrealized +17.1%
FCX FREEPORT-MCMORAN 0.0%
Value ($000) $80 Shares 5,750 Est. Cost $11.60 Unrealized +18.7%
VOT VANGUARD MID-CAP GROWTH ETF 0.0%
Value ($000) $78 Shares 549 Est. Cost $106.62 Unrealized
AFL AFLAC INC 0.0%
Value ($000) $77 Shares 1,642 Est. Cost $32.62 Unrealized +18.0%
VANECK VECTORS GOLD MINERS ETF 0.0%
Value ($000) $75 Shares 4,062 Est. Cost $21.03 Unrealized
BLACKROCK GLOBAL OPPORTUNITIES 0.0%
Value ($000) $75 Shares 6,842 Est. Cost $11.60 Unrealized
LW LAMB WESTON HOLDINGS 0.0%
Value ($000) $73 Shares 1,095 Est. Cost $29.75 Unrealized +106.5%
IBB ISHARES TR NASDAQ BIO FD NASDA 0.0%
Value ($000) $73 Shares 600 Est. Cost $159.44 Unrealized
INVESCO FINANCIAL PREFERRED PO 0.0%
Value ($000) $73 Shares 4,000 Est. Cost $18.02 Unrealized
GPC GENUINE PARTS CO 0.0%
Value ($000) $72 Shares 723 Est. Cost $65.22 Unrealized +21.4%
IWF ISHARES RUSSELL 1000 GROWTH ET 0.0%
Value ($000) $69 Shares 440 Est. Cost $104.75 Unrealized
ENSCO PLC 0.0%
Value ($000) $68 Shares 8,000 Est. Cost $9.08 Unrealized
AMZN AMAZON COM INC 0.0%
Value ($000) $66 Shares 33 Est. Cost $47.61 Unrealized +97.5%
HSY THE HERSHEY COMPANY 0.0%
Value ($000) $65 Shares 635 Est. Cost $79.90 Unrealized +4.0%
JPST JP MORGAN ULTRA-SHORT INCOME 0.0%
Value ($000) $65 Shares 1,304 Est. Cost $50.20 Unrealized
SLB SCHLUMBERGER LTD F 0.0%
Value ($000) $65 Shares 1,070 Est. Cost $58.57 Unrealized -11.2%
AEP AMERICAN ELECTRIC POWER 0.0%
Value ($000) $64 Shares 900 Est. Cost $40.76 Unrealized +34.6%
NUE NUCOR CORP 0.0%
Value ($000) $63 Shares 1,000 Est. Cost $54.10 Unrealized +0.9%
SLRC SOLAR CAPITAL LTD 0.0%
Value ($000) $62 Shares 2,900 Est. Cost $6.68 Unrealized +55.2%
PPL PPL CORPORATION 0.0%
Value ($000) $62 Shares 2,115 Est. Cost $21.46 Unrealized -1.6%
CLX CLOROX COMPANY 0.0%
Value ($000) $62 Shares 410 Est. Cost $93.27 Unrealized +22.9%
INVESCO DWA MOMENTUM PORTFOLIO 0.0%
Value ($000) $60 Shares 1,009 Est. Cost $45.59 Unrealized
FLRN SPDR BARCLAYS INVSMT GRD FLOAT 0.0%
Value ($000) $58 Shares 1,890 Est. Cost $30.69 Unrealized
SUNTRUST BANKS INC 0.0%
Value ($000) $57 Shares 853 Est. Cost $53.63 Unrealized
SCHG SCHWAB U.S. LARGE CAP GROWTH E 0.0%
Value ($000) $54 Shares 655 Est. Cost $71.72 Unrealized
DLX DE LUXE CORP 0.0%
Value ($000) $54 Shares 950 Est. Cost $40.46 Unrealized +4.3%
ITOT ISHARES CORE S&P TOTAL U.S. ST 0.0%
Value ($000) $53 Shares 800 Est. Cost $62.50 Unrealized
DLTR DOLLAR TREE INC 0.0%
Value ($000) $53 Shares 650 Est. Cost $69.93 Unrealized +25.6%
SKECHERS U S A INC CLASS A 0.0%
Value ($000) $52 Shares 1,865 Est. Cost $30.20 Unrealized
SLV ISHARES SILVER TRUST ETF 0.0%
Value ($000) $49 Shares 3,600 Est. Cost $14.97 Unrealized
SDY SPDR S&P DIVIDEND ETF 0.0%
Value ($000) $49 Shares 500 Est. Cost $92.00 Unrealized
IVE ISHARES S&P 500 VALUE INDEX 0.0%
Value ($000) $49 Shares 420 Est. Cost $107.14 Unrealized
SCHZ SCHWAB US AGGREGATE BOND ETF 0.0%
Value ($000) $48 Shares 950 Est. Cost $51.28 Unrealized
ICF ISHARES COHEN & STEERS REIT ET 0.0%
Value ($000) $48 Shares 479 Est. Cost $98.86 Unrealized
BBY BEST BUY INC 0.0%
Value ($000) $48 Shares 600 Est. Cost $22.88 Unrealized +155.8%
CELGENE CORP 0.0%
Value ($000) $47 Shares 520 Est. Cost $119.82 Unrealized
EMR EMERSON ELECTRIC CO 0.0%
Value ($000) $47 Shares 610 Est. Cost $40.12 Unrealized +54.4%
PYXUS INTERNATIONAL 0.0%
Value ($000) $46 Shares 2,000 Est. Cost $23.00 Unrealized
F FORD MOTOR COMPANY 0.0%
Value ($000) $46 Shares 4,971 Est. Cost $7.40 Unrealized -7.4%
TAP MOLSON COORS BREWING 0.0%
Value ($000) $46 Shares 750 Est. Cost $80.88 Unrealized -32.9%
GLD SPDR GOLD TRUST SPDR GOLD SHAR 0.0%
Value ($000) $45 Shares 400 Est. Cost $117.50 Unrealized
UNILEVER PLC 0.0%
Value ($000) $45 Shares 827 Est. Cost $40.45 Unrealized
WALGREENS BOOTS ALLIANCE 0.0%
Value ($000) $44 Shares 600 Est. Cost $73.92 Unrealized
FMC FMC CORP. 0.0%
Value ($000) $44 Shares 500 Est. Cost $36.75 Unrealized +67.5%
DIA SPDR DOW JONES INDUSTRIAL AVRG 0.0%
Value ($000) $42 Shares 158 Est. Cost $195.36 Unrealized
SWK STANLEY BLACK & DECK 0.0%
Value ($000) $41 Shares 277 Est. Cost $93.58 Unrealized +23.1%
IWP ISHARES RUSSELL MID CAP GROWTH 0.0%
Value ($000) $41 Shares 300 Est. Cost $92.50 Unrealized
SEE SEALED AIR CORP. 0.0%
Value ($000) $41 Shares 1,025 Est. Cost $39.16 Unrealized -7.7%
ANNALY CAPITAL MGMT 0.0%
Value ($000) $41 Shares 4,000 Est. Cost $9.89 Unrealized
DGS WSDMTREE EMRG MKTS SMALLCAP DV 0.0%
Value ($000) $41 Shares 900 Est. Cost $37.85 Unrealized
BHP BHP BILLITON LTD 0.0%
Value ($000) $41 Shares 825 Est. Cost $36.36 Unrealized
ZBH ZIMMER BIOMET HOLDINGS, INC. 0.0%
Value ($000) $40 Shares 305 Est. Cost $102.24 Unrealized +9.5%
TPR TAPESTRY INC. 0.0%
Value ($000) $40 Shares 800 Est. Cost $32.95 Unrealized +21.3%
MAT MATTEL INCORPORATED 0.0%
Value ($000) $40 Shares 2,555 Est. Cost $22.49 Unrealized -28.8%
CHRW C.H. ROBINSON WORLDWIDE 0.0%
Value ($000) $39 Shares 400 Est. Cost $58.26 Unrealized +35.0%
NFLX NETFLIX, INC. 0.0%
Value ($000) $39 Shares 105 Est. Cost $11.85 Unrealized +206.2%
CWT CALIFORNIA WATER SERVICE GROUP 0.0%
Value ($000) $39 Shares 900 Est. Cost $27.62 Unrealized +28.3%
HON HONEYWELL INTL INC 0.0%
Value ($000) $38 Shares 230 Est. Cost $113.57 Unrealized +7.1%
ED CONSOLIDATED EDISON 0.0%
Value ($000) $38 Shares 500 Est. Cost $44.60 Unrealized +35.4%
ADIENT PLC 0.0%
Value ($000) $37 Shares 937 Est. Cost $58.63 Unrealized
IJH ISHARES CORE S&P MID CAP ETF 0.0%
Value ($000) $35 Shares 175 Est. Cost $166.40 Unrealized
TSLA TESLA MOTORS, INC. 0.0%
Value ($000) $35 Shares 134 Est. Cost $13.14 Unrealized +58.5%
BUSE FIRST BUSEY CORP. 0.0%
Value ($000) $35 Shares 1,142 Est. Cost $22.60 Unrealized +4.0%
AZTA BROOKS AUTOMATION 0.0%
Value ($000) $35 Shares 1,000 Est. Cost $14.21 Unrealized +124.6%
AAVM ALPHA ARCHITECT VALUE MOMENTUM 0.0%
Value ($000) $33 Shares 1,155 Est. Cost $28.57 Unrealized
UAA UNDER ARMOUR CLS A 0.0%
Value ($000) $33 Shares 1,702 Est. Cost $29.19 Unrealized -28.7%
DTE D T E ENERGY COMPANY 0.0%
Value ($000) $33 Shares 300 Est. Cost $69.96 Unrealized +4.0%
CMC COMMERCIAL METALS COMPANY 0.0%
Value ($000) $32 Shares 1,540 Est. Cost $17.11 Unrealized +10.1%
UVV UNIVERSAL CORP. 0.0%
Value ($000) $32 Shares 500 Est. Cost $55.37 Unrealized +15.1%
SIRIUS XM HOLDINGS 0.0%
Value ($000) $31 Shares 4,960 Est. Cost $4.44 Unrealized
SANDERSON FARMS, INC. 0.0%
Value ($000) $31 Shares 300 Est. Cost $93.33 Unrealized
DTD WISDOMTREE TOTAL DIVIDEND ETF 0.0%
Value ($000) $31 Shares 320 Est. Cost $81.25 Unrealized
IMOM MOMENTUMSHARES INTL QUANT MOME 0.0%
Value ($000) $30 Shares 1,045 Est. Cost $29.29 Unrealized
WYNN WYNN RESORTS 0.0%
Value ($000) $30 Shares 240 Est. Cost $84.03 Unrealized +63.3%
LQD ISHARES IBOXX INVESTMENT GRADE 0.0%
Value ($000) $30 Shares 262 Est. Cost $117.92 Unrealized
DELL TECHNOLOGIES 0.0%
Value ($000) $30 Shares 311 Est. Cost $56.34 Unrealized
POWERSHARES SENIOR LOAN PORTFO 0.0%
Value ($000) $30 Shares 1,293 Est. Cost $23.20 Unrealized
INVESCO GLOBAL WATER ETF 0.0%
Value ($000) $30 Shares 1,185 Est. Cost $21.10 Unrealized
TELKA HEALTHCARE ETF 0.0%
Value ($000) $30 Shares 1,285 Est. Cost $21.01 Unrealized
BIV VANGUARD INTERMEDIATE-TERM BON 0.0%
Value ($000) $30 Shares 375 Est. Cost $82.67 Unrealized
RIG TRANSOCEAN INC NEW F 0.0%
Value ($000) $30 Shares 2,150 Est. Cost $11.85 Unrealized +4.8%
GIS GENERAL MILLS INC 0.0%
Value ($000) $30 Shares 694 Est. Cost $43.60 Unrealized -19.8%
META FACEBOOK INC CLASS A 0.0%
Value ($000) $30 Shares 182 Est. Cost $153.35 Unrealized +17.2%
HEALTHCARE REALITY TRUST 0.0%
Value ($000) $29 Shares 1,000 Est. Cost $29.00 Unrealized
CARS CARS.COM 0.0%
Value ($000) $29 Shares 1,033 Est. Cost $26.86 Unrealized +4.0%
INVESCO WATER RESOURCES ETF 0.0%
Value ($000) $29 Shares 900 Est. Cost $24.44 Unrealized
FEZ SPDR EURO STOXX 50 ETF 0.0%
Value ($000) $29 Shares 756 Est. Cost $38.36 Unrealized
EES WISDOMTREE U.S. SMALLCAP EARNI 0.0%
Value ($000) $28 Shares 709 Est. Cost $37.80 Unrealized
WHR WHIRLPOOL CORP. 0.0%
Value ($000) $28 Shares 234 Est. Cost $151.54 Unrealized -12.5%
IVW ISHARES S&P 500 GROWTH INDEX 0.0%
Value ($000) $28 Shares 160 Est. Cost $142.01 Unrealized
ITW ILLINOIS TOOL WORKS 0.0%
Value ($000) $28 Shares 200 Est. Cost $80.34 Unrealized +46.1%
YUM YUM BRANDS INC TRADES WITH DUE 0.0%
Value ($000) $27 Shares 300 Est. Cost $44.63 Unrealized +63.3%
EMQQ EMRG MKT INTERNET & ECOMMERCE 0.0%
Value ($000) $26 Shares 800 Est. Cost $36.25 Unrealized
MAR MARRIOTT INTL INC CLASS A 0.0%
Value ($000) $26 Shares 200 Est. Cost $65.63 Unrealized +83.1%
TRV TRAVELERS COMPANIES 0.0%
Value ($000) $26 Shares 200 Est. Cost $88.89 Unrealized +23.6%
SCHO SCHWAB SHORT-TERM U.S. TREASUR 0.0%
Value ($000) $26 Shares 525 Est. Cost $49.71 Unrealized
GFI GOLD FIELDS LTD ADR 0.0%
Value ($000) $26 Shares 10,712 Est. Cost $3.55 Unrealized
MSM MSC INDUSTRIAL DIRECT CO. 0.0%
Value ($000) $26 Shares 300 Est. Cost $82.48 Unrealized +3.4%
NXPI NXP SEMICONDUCTORS 0.0%
Value ($000) $26 Shares 300 Est. Cost $76.21 Unrealized +11.9%
INVESCO MSCI GLOBAL TIMBER ETF 0.0%
Value ($000) $25 Shares 767 Est. Cost $24.77 Unrealized
QMOM MOMENTUMSHARES U.S. QUANT MOME 0.0%
Value ($000) $25 Shares 745 Est. Cost $32.07 Unrealized
ROYAL DUTCH SHELL CLS B 0.0%
Value ($000) $25 Shares 346 Est. Cost $53.84 Unrealized
IJJ ISHARES S&P MIDCAP 400 VALUE I 0.0%
Value ($000) $25 Shares 150 Est. Cost $153.33 Unrealized
BK BANK OF NY MELLON CO 0.0%
Value ($000) $25 Shares 500 Est. Cost $35.50 Unrealized +20.3%
WU WESTERN UNION CO. 0.0%
Value ($000) $25 Shares 1,300 Est. Cost $21.58 Unrealized
CYBERARK SOFTWARE LTD. 0.0%
Value ($000) $24 Shares 300 Est. Cost $80.00 Unrealized
UDR UDR, INC. 0.0%
Value ($000) $24 Shares 582 Est. Cost $26.26 Unrealized +13.5%
WT WISDOMTREE INVESTMENTS 0.0%
Value ($000) $23 Shares 2,700 Est. Cost $10.43 Unrealized -18.6%
VLO VALERO ENERGY CORP. 0.0%
Value ($000) $23 Shares 200 Est. Cost $42.78 Unrealized +96.9%
MS MORGAN STANLEY 0.0%
Value ($000) $23 Shares 500 Est. Cost $41.43 Unrealized -6.0%
OAKTREE CAPITAL GROUP 0.0%
Value ($000) $22 Shares 535 Est. Cost $47.20 Unrealized
BARRICK GOLD CORP F 0.0%
Value ($000) $22 Shares 2,000 Est. Cost $13.00 Unrealized
MUB ISHARES NATIONAL MUNI BOND ETF 0.0%
Value ($000) $22 Shares 200 Est. Cost $110.00 Unrealized
BLACKROCK RESOURCES & COMMODIT 0.0%
Value ($000) $21 Shares 2,354 Est. Cost $8.07 Unrealized
DRI DARDEN RESTAURANTS 0.0%
Value ($000) $21 Shares 185 Est. Cost $53.91 Unrealized +70.4%
WEC ENERGY CORP. 0.0%
Value ($000) $21 Shares 314 Est. Cost $59.67 Unrealized
FIREEYE INC 0.0%
Value ($000) $21 Shares 1,250 Est. Cost $12.46 Unrealized
BTI BRITISH AMERICAN TOBACCO PLC 0.0%
Value ($000) $20 Shares 420 Est. Cost $62.57 Unrealized
CMG CHIPOTLE MEXICAN GRL 0.0%
Value ($000) $20 Shares 45 Est. Cost $11.74 Unrealized -18.9%
IWY ISHARES RUSSELL TOP 200 GROWTH 0.0%
Value ($000) $20 Shares 230 Est. Cost $65.22 Unrealized
FLOT ISHARES FLOATING RATE BOND ETF 0.0%
Value ($000) $20 Shares 400 Est. Cost $50.43 Unrealized
PIMCO CORP & INCOME ETF 0.0%
Value ($000) $20 Shares 1,100 Est. Cost $14.13 Unrealized
AETNA INC. 0.0%
Value ($000) $20 Shares 100 Est. Cost $110.00 Unrealized
EIX EDISON INTERNATIONAL 0.0%
Value ($000) $20 Shares 300 Est. Cost $48.33 Unrealized +0.3%
FRANKLIN LTD DUR INCOME 0.0%
Value ($000) $20 Shares 2,000 Est. Cost $12.00 Unrealized
WMB THE WILLIAMS COMPANIES 0.0%
Value ($000) $19 Shares 700 Est. Cost $18.55 Unrealized +3.7%
INTERMOLECULAR, INC 0.0%
Value ($000) $19 Shares 16,500 Est. Cost $1.70 Unrealized
FV FIRST TRUST DORSEY WRIGHT FOCU 0.0%
Value ($000) $19 Shares 613 Est. Cost $24.47 Unrealized
TWITTER, INC. 0.0%
Value ($000) $19 Shares 670 Est. Cost $26.80 Unrealized
BAX BAXTER INTERNATIONAL 0.0%
Value ($000) $19 Shares 250 Est. Cost $39.74 Unrealized +63.4%
NI NISOURCE INC HOLDING 0.0%
Value ($000) $19 Shares 769 Est. Cost $19.12 Unrealized +8.8%
BEN FRANKLIN RES INC COM 0.0%
Value ($000) $18 Shares 600 Est. Cost $22.81 Unrealized 0.0%
PBA PEMBINA PIPELINE CORP. 0.0%
Value ($000) $18 Shares 531 Est. Cost $22.01 Unrealized +5.2%
INTERCEPT PHARMACUETICALS 0.0%
Value ($000) $18 Shares 140 Est. Cost $62.60 Unrealized
UBSI UNITED BANKSHARES 0.0%
Value ($000) $18 Shares 489 Est. Cost $40.18 Unrealized -5.6%
PHYS SPROTT PHYSICAL GOLD TRUST 0.0%
Value ($000) $17 Shares 1,764 Est. Cost $10.20 Unrealized
DAL DELTA AIR LINES INC. 0.0%
Value ($000) $17 Shares 302 Est. Cost $41.39 Unrealized +24.2%
VYM VANGUARD HIGH DIVIDEND ETF 0.0%
Value ($000) $17 Shares 190 Est. Cost $73.73 Unrealized
TRANSCANADA CORP 0.0%
Value ($000) $16 Shares 400 Est. Cost $45.00 Unrealized
AZN ASTRAZENECA PLC 0.0%
Value ($000) $16 Shares 400 Est. Cost $34.00 Unrealized
ALB ALBEMARLE CORP 0.0%
Value ($000) $16 Shares 160 Est. Cost $86.32 Unrealized +1.2%
MACQUARIE INFRASTRUCE TRUST 0.0%
Value ($000) $16 Shares 350 Est. Cost $71.43 Unrealized
FTSL FIRST TRUST SENIOR LOAN ETF 0.0%
Value ($000) $15 Shares 310 Est. Cost $48.39 Unrealized
MRSH MARSH & MCLENNAN COMPANIES, IN 0.0%
Value ($000) $15 Shares 185 Est. Cost $57.67 Unrealized +30.6%
MPC MARATHON PETEROLEUM 0.0%
Value ($000) $15 Shares 185 Est. Cost $57.14 Unrealized +9.4%
VNO VORNADO REALTY TRUST 0.0%
Value ($000) $15 Shares 205 Est. Cost $102.44 Unrealized
AVA AVISTA CORP. 0.0%
Value ($000) $15 Shares 300 Est. Cost $27.83 Unrealized +33.2%
GNC HOLDINGS 0.0%
Value ($000) $15 Shares 3,552 Est. Cost $7.22 Unrealized
NEM NEWMONT MINING CORP. 0.0%
Value ($000) $15 Shares 500 Est. Cost $29.30 Unrealized -7.6%
GNW GENWORTH FINANCIAL 0.0%
Value ($000) $14 Shares 3,400 Est. Cost $4.41 Unrealized +2.5%
KMI KINDER MORGAN INC 0.0%
Value ($000) $14 Shares 768 Est. Cost $10.58 Unrealized +10.5%
VV VANGUARD LARGE-CAP ETF 0.0%
Value ($000) $14 Shares 103 Est. Cost $104.77 Unrealized
SPDR NUVEEN BARLCAYS SOHRT TER 0.0%
Value ($000) $14 Shares 304 Est. Cost $49.34 Unrealized
V VISA INC. 0.0%
Value ($000) $14 Shares 95 Est. Cost $122.08 Unrealized +10.7%
TORTOISE ENERGY INFRASTRUCTURE 0.0%
Value ($000) $13 Shares 500 Est. Cost $26.00 Unrealized
CME CME GROUP INC. 0.0%
Value ($000) $13 Shares 75 Est. Cost $78.61 Unrealized +64.2%
DVN DEVON ENERGY CORP 0.0%
Value ($000) $13 Shares 325 Est. Cost $31.13 Unrealized -2.5%
FXI ISHARES CHINA LARGE-CAP ETF 0.0%
Value ($000) $13 Shares 300 Est. Cost $43.33 Unrealized
NUVEEN AMT FREE QUALITY 0.0%
Value ($000) $13 Shares 1,000 Est. Cost $14.00 Unrealized
VCSH VANGUARD SHORT-TERM CORPORATE 0.0%
Value ($000) $13 Shares 165 Est. Cost $78.79 Unrealized
M MACY'S INC. 0.0%
Value ($000) $13 Shares 360 Est. Cost $40.50 Unrealized -8.1%
KNSL KINSALE CAPITAL GROUP 0.0%
Value ($000) $13 Shares 200 Est. Cost $51.82 Unrealized +12.7%
BOX BOX, INC. 0.0%
Value ($000) $13 Shares 525 Est. Cost $25.17 Unrealized 0.0%
FSLR FIRST SOLAR 0.0%
Value ($000) $13 Shares 260 Est. Cost $35.10 Unrealized +47.9%
BRISTOW GROUP 0.0%
Value ($000) $12 Shares 1,000 Est. Cost $15.21 Unrealized
EPD ENTERPRISE PRODUCTS PARTNERS 0.0%
Value ($000) $12 Shares 418 Est. Cost $26.88 Unrealized
HOPE HOPE BANCORP INC. 0.0%
Value ($000) $12 Shares 744 Est. Cost $16.64 Unrealized +4.1%
FDX FEDEX CORP. 0.0%
Value ($000) $12 Shares 50 Est. Cost $158.34 Unrealized +34.0%
QVAL VALUESHARES U.S. QUANT VALUE E 0.0%
Value ($000) $12 Shares 385 Est. Cost $31.71 Unrealized
WTRE WISDOMTREE GLOBAL EX-US REAL E 0.0%
Value ($000) $12 Shares 400 Est. Cost $25.00 Unrealized
UNIT CORP. 0.0%
Value ($000) $12 Shares 458 Est. Cost $26.20 Unrealized
DDD 3D SYSTEMS CORP. 0.0%
Value ($000) $12 Shares 620 Est. Cost $14.67 Unrealized +17.5%
BBDC BARINGS BDC, INC. 0.0%
Value ($000) $12 Shares 1,185 Est. Cost $5.31 Unrealized 0.0%
ISHARES INTERNATIONAL PREF STO 0.0%
Value ($000) $12 Shares 675 Est. Cost $17.88 Unrealized
AMT AMERN TOWER CORP 0.0%
Value ($000) $12 Shares 85 Est. Cost $107.36 Unrealized +12.5%
ADVISORSHARES RANGER EQUITY BE 0.0%
Value ($000) $11 Shares 1,500 Est. Cost $8.00 Unrealized
SCCO SOUTHERN COPPER CORP. 0.0%
Value ($000) $11 Shares 252 Est. Cost $20.22 Unrealized +50.9%
IVAL VALUESHARES INTERNATIONAL QUAN 0.0%
Value ($000) $11 Shares 350 Est. Cost $30.78 Unrealized
YUMC YUM CHINA HOLDINGS, INC. 0.0%
Value ($000) $11 Shares 324 Est. Cost $27.79 Unrealized +28.2%
MEI METHODE ELECTRONICS 0.0%
Value ($000) $11 Shares 316 Est. Cost $27.54 Unrealized +18.9%
BROOKFIELD ASSET MANAGEMENT 0.0%
Value ($000) $10 Shares 232 Est. Cost $38.74 Unrealized
C CITIGROUP INC 0.0%
Value ($000) $10 Shares 146 Est. Cost $53.28 Unrealized +2.8%
HESS CORP COM 0.0%
Value ($000) $10 Shares 137 Est. Cost $65.69 Unrealized
DHR DANAHER CORP DEL 0.0%
Value ($000) $10 Shares 90 Est. Cost $85.98 Unrealized +2.4%
SCHP SCHWAB U.S TIPS ETF 0.0%
Value ($000) $10 Shares 180 Est. Cost $53.57 Unrealized
KIM KIMCO REALTY CORP REIT 0.0%
Value ($000) $10 Shares 600 Est. Cost $12.46 Unrealized -5.6%
LABORATORY CORP. OF AMERICA 0.0%
Value ($000) $10 Shares 55 Est. Cost $127.27 Unrealized
IGSB ISHARES 1-3 YEAR CREDIT BOND E 0.0%
Value ($000) $10 Shares 200 Est. Cost $104.61 Unrealized
IGE ISHARES NORTH AMERICAN NATURAL 0.0%
Value ($000) $10 Shares 271 Est. Cost $36.90 Unrealized
INVESCO SOLAR ETF 0.0%
Value ($000) $10 Shares 465 Est. Cost $21.51 Unrealized
INVESCO S&P 500 TECHNOLOGY ETF 0.0%
Value ($000) $10 Shares 60 Est. Cost $155.56 Unrealized
INVESCO S&P 500 FINANCIAL ETF 0.0%
Value ($000) $10 Shares 240 Est. Cost $41.67 Unrealized
TOTL SPDR DOUBELINE TOTAL RETURN TA 0.0%
Value ($000) $10 Shares 208 Est. Cost $48.08 Unrealized
INVESCO S&P 500 MATERIALS ETF 0.0%
Value ($000) $9 Shares 80 Est. Cost $106.25 Unrealized
WSO WATSCO, INC. 0.0%
Value ($000) $9 Shares 50 Est. Cost $173.34 Unrealized +1.9%
WPM WHEATON PRECIOUS METALS CORP 0.0%
Value ($000) $9 Shares 500 Est. Cost $18.25 Unrealized -4.1%
NEVRO CORP. 0.0%
Value ($000) $9 Shares 160 Est. Cost $65.63 Unrealized
MDU MDU RESOURCES GROUP INC. 0.0%
Value ($000) $9 Shares 343 Est. Cost $7.89 Unrealized +8.7%
NTR NUTRIEN LTD 0.0%
Value ($000) $8 Shares 132 Est. Cost $38.35 Unrealized +12.3%
CNP CENTERPOINT ENERGY 0.0%
Value ($000) $8 Shares 300 Est. Cost $17.54 Unrealized +28.5%
BOOKING HOLDINGS, INC. 0.0%
Value ($000) $8 Shares 4 Est. Cost $1750.00 Unrealized
BLACKSTONE GROUP 0.0%
Value ($000) $8 Shares 200 Est. Cost $25.00 Unrealized
NAT NORDIC AMERICAN TRANKERS 0.0%
Value ($000) $8 Shares 3,900 Est. Cost $6.48 Unrealized -64.5%
IJT ISHARES S&P SMALLCAP 600 GROWT 0.0%
Value ($000) $8 Shares 40 Est. Cost $158.16 Unrealized
SHY ISHARES 1-3 YEAR TREASRY BOND 0.0%
Value ($000) $8 Shares 93 Est. Cost $85.03 Unrealized
NGVT INGEVITY CORPORATION 0.0%
Value ($000) $8 Shares 83 Est. Cost $30.20 Unrealized +219.7%
USB U.S. BANCORP 0.0%
Value ($000) $8 Shares 145 Est. Cost $33.77 Unrealized +15.9%
COTY COTY INC. 0.0%
Value ($000) $7 Shares 522 Est. Cost $18.17 Unrealized -34.0%
JOHN HANCOCK PREFERRED INCOME 0.0%
Value ($000) $7 Shares 318 Est. Cost $21.00 Unrealized
AEO AMERICAN EAGLE OUTFITTERS 0.0%
Value ($000) $7 Shares 300 Est. Cost $13.35 Unrealized +56.2%
ARISTA NETWORKS 0.0%
Value ($000) $7 Shares 25 Est. Cost $100.00 Unrealized
ICE INTRCONTINENTAL EXCHANGE 0.0%
Value ($000) $7 Shares 100 Est. Cost $49.27 Unrealized +38.7%
KSS KOHLS CORP 0.0%
Value ($000) $7 Shares 100 Est. Cost $46.24 Unrealized +63.6%
EMERALD HEALTH THERAPEUTICS 0.0%
Value ($000) $7 Shares 2,000 Est. Cost $3.00 Unrealized
SHIRE PLC 0.0%
Value ($000) $7 Shares 37 Est. Cost $162.16 Unrealized
LENDINGTREE, INC. 0.0%
Value ($000) $7 Shares 30 Est. Cost $166.67 Unrealized
AMERIGAS PARTNERS, L LP 0.0%
Value ($000) $7 Shares 186 Est. Cost $49.25 Unrealized
CPT CAMDEN PROPERTY TRUST 0.0%
Value ($000) $7 Shares 80 Est. Cost $58.23 Unrealized +24.1%
NVDA NVIDIA CORP. 0.0%
Value ($000) $6 Shares 20 Est. Cost $4.11 Unrealized +56.8%
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $6 Shares 20 Est. Cost $205.77 Unrealized +31.1%
ACH OWENS & MINOR INC. 0.0%
Value ($000) $6 Shares 375 Est. Cost $15.51 Unrealized +6.6%
CDK GLOBAL INC. 0.0%
Value ($000) $6 Shares 103 Est. Cost $58.25 Unrealized
OXY OCCIDENTAL PETROL CO 0.0%
Value ($000) $6 Shares 68 Est. Cost $56.45 Unrealized +20.0%
EEMV ISHARES EDGE MSCI MIN VOL EMER 0.0%
Value ($000) $6 Shares 100 Est. Cost $50.00 Unrealized
LEGG MASON, INC. 0.0%
Value ($000) $6 Shares 200 Est. Cost $30.00 Unrealized
VOO VANGUARD S&P 500 ETF 0.0%
Value ($000) $6 Shares 24 Est. Cost $250.00 Unrealized
NUVEEN PREFERRED AND INC 0.0%
Value ($000) $6 Shares 284 Est. Cost $24.65 Unrealized
XAR SPDR S&P AEROSPACE & DEFENSE E 0.0%
Value ($000) $6 Shares 65 Est. Cost $76.92 Unrealized
BNDX VANGUARD TOTAL INTERNATIONAL B 0.0%
Value ($000) $6 Shares 110 Est. Cost $54.55 Unrealized
WPC W.P. CAREY, INC. 0.0%
Value ($000) $5 Shares 85 Est. Cost $58.82 Unrealized
INVESCO WILDERHILL CLEAN ENERG 0.0%
Value ($000) $5 Shares 200 Est. Cost $25.00 Unrealized
ENBRIDGE ENERGY PARTNERS, LP 0.0%
Value ($000) $5 Shares 450 Est. Cost $11.11 Unrealized
PHM PULTEGROUP, INC. 0.0%
Value ($000) $5 Shares 200 Est. Cost $21.17 Unrealized +23.3%
CLOVIS ONCOLOGY 0.0%
Value ($000) $5 Shares 160 Est. Cost $54.86 Unrealized
BABA ALIBABA GROUP 0.0%
Value ($000) $5 Shares 30 Est. Cost $83.33 Unrealized
ADAMS NATURAL RESOURCES FUND 0.0%
Value ($000) $5 Shares 244 Est. Cost $16.39 Unrealized
JBHT J.B. HUNT TRANSPORT SVCS 0.0%
Value ($000) $5 Shares 45 Est. Cost $81.79 Unrealized +39.0%
TRI-CONTINENTAL CORP 0.0%
Value ($000) $5 Shares 175 Est. Cost $22.86 Unrealized
GLAXOSMITHKLINE PLC 0.0%
Value ($000) $5 Shares 125 Est. Cost $39.82 Unrealized
BDN BRANDYWINE REALTY TR REIT 0.0%
Value ($000) $5 Shares 333 Est. Cost $15.02 Unrealized
ICLR ICON PLC ADR 0.0%
Value ($000) $5 Shares 30 Est. Cost $77.66 Unrealized +84.6%
HP INC. 0.0%
Value ($000) $5 Shares 200 Est. Cost $15.00 Unrealized
JBGS JBG SMITH PROPERTIES 0.0%
Value ($000) $4 Shares 102 Est. Cost $29.41 Unrealized
ELS EQUITY LIFESTYLE PROPERTIES, I 0.0%
Value ($000) $4 Shares 42 Est. Cost $95.24 Unrealized
ADRNY KONINKLIJKE AHOLD DELHAIZE NV 0.0%
Value ($000) $4 Shares 190 Est. Cost $26.32 Unrealized
IP INTERNATIONAL PAPER COMPANY 0.0%
Value ($000) $4 Shares 85 Est. Cost $39.21 Unrealized -9.1%
AMBA AMBARELLA, INC. 0.0%
Value ($000) $4 Shares 110 Est. Cost $54.32 Unrealized -28.7%
BALLARD POWER SYSTEMS, INC. 0.0%
Value ($000) $4 Shares 900 Est. Cost $1.11 Unrealized
RITE AID CORPORATION 0.0%
Value ($000) $3 Shares 2,200 Est. Cost $7.85 Unrealized
VSS VANGUARD FTSE ALL-WORLD EX US 0.0%
Value ($000) $3 Shares 28 Est. Cost $107.14 Unrealized
WPX ENERGY 0.0%
Value ($000) $3 Shares 165 Est. Cost $13.95 Unrealized
BAESY BAE SYSTEMS SPONS ADR 0.0%
Value ($000) $3 Shares 100 Est. Cost $30.00 Unrealized
CBRL CRACKER BARREL OLD COUNTRY STO 0.0%
Value ($000) $3 Shares 20 Est. Cost $102.57 Unrealized +9.1%
ADI ANALOG DEVICES INC COM 0.0%
Value ($000) $3 Shares 34 Est. Cost $66.43 Unrealized +26.2%
HPE HEWLETT PACKARD ENTERPRISE CO. 0.0%
Value ($000) $3 Shares 200 Est. Cost $10.23 Unrealized +23.8%
FMBM F&M BANK CORP. 0.0%
Value ($000) $3 Shares 83 Est. Cost $19.16 Unrealized +42.4%
CSIQ CANADIAN SOLAR INC. 0.0%
Value ($000) $2 Shares 150 Est. Cost $13.06 Unrealized +5.4%
CLLS CELLECTIS S.A. 0.0%
Value ($000) $2 Shares 80 Est. Cost $25.00 Unrealized
NATURAL RESOURCE PARTNERS 0.0%
Value ($000) $2 Shares 60 Est. Cost $33.33 Unrealized
VEREIT, INC. 0.0%
Value ($000) $2 Shares 309 Est. Cost $9.71 Unrealized
SGMO SANGAMO BIOSCIENCES 0.0%
Value ($000) $2 Shares 120 Est. Cost $15.91 Unrealized -4.4%
AVNS AVANOS MEDICAL INC. 0.0%
Value ($000) $2 Shares 30 Est. Cost $64.35 Unrealized 0.0%
SSYS STRATASYS LTD 0.0%
Value ($000) $2 Shares 100 Est. Cost $19.60 Unrealized +15.0%
VXUS VANGUARD TOTAL INTERNATIONAL S 0.0%
Value ($000) $2 Shares 33 Est. Cost $54.10 Unrealized
CC THE CHEMOURS COMPANY 0.0%
Value ($000) $2 Shares 59 Est. Cost $21.99 Unrealized +47.3%
XEROX CORP 0.0%
Value ($000) $2 Shares 76 Est. Cost $9.80 Unrealized
AMARILLO BIOSCIENCES INC. 0.0%
Value ($000) $1 Shares 1,526 Est. Cost Unrealized
DENNY'S CORP. 0.0%
Value ($000) $1 Shares 60 Est. Cost $16.67 Unrealized
SFCWX AMERICAN FUNDS SMALLCAP WORLD 0.0%
Value ($000) $1 Shares 11 Est. Cost $90.91 Unrealized
LSC COMMUNICATIONS 0.0%
Value ($000) $1 Shares 62 Est. Cost $32.26 Unrealized
CNDT CONDUENT INCORPORATED 0.0%
Value ($000) $1 Shares 61 Est. Cost $14.90 Unrealized +37.8%
VERICEL CORP. 0.0%
Value ($000) $1 Shares 100 Est. Cost $10.00 Unrealized
THE CONTAINER STORE 0.0%
Value ($000) $1 Shares 50 Est. Cost Unrealized
DXC DXC TECHNOLOGY COMPANY 0.0%
Value ($000) $1 Shares 16 Est. Cost $54.24 Unrealized +56.2%
WDC WESTERN DIGITAL CORP. 0.0%
Value ($000) $1 Shares 15 Est. Cost $40.87 Unrealized +14.6%
CVSI CV SCIENCES INC. 0.0%
Value ($000) $1 Shares 105 Est. Cost $1.18 Unrealized +226.3%
QTRHF QUARTERHILL INC. 0.0%
Value ($000) $1 Shares 600 Est. Cost $1.68 Unrealized -23.1%
SOUHY SOUTH32 LIMITED 0.0%
Value ($000) $1 Shares 40 Est. Cost Unrealized
SMG SCOTTS MIRACLE-GRO COMPANY 0.0%
Value ($000) $1 Shares 15 Est. Cost $72.13 Unrealized -16.4%
DFIN DONNELLEY FINANCIAL SOLUTIONS 0.0%
Value ($000) $1 Shares 62 Est. Cost $21.18 Unrealized -6.6%
MOTORS LIQUIDATION CO. TRUST 0.0%
Value ($000) $1 Shares 75 Est. Cost $13.33 Unrealized
BP PRUDHOE BAY ROYALTY TRUST 0.0%
Value ($000) $1 Shares 40 Est. Cost $25.00 Unrealized
GM GENERAL MOTORS CO. 0.0%
Value ($000) $1 Shares 23 Est. Cost $34.39 Unrealized -3.8%
PERSPECTA INC. 0.0%
Value ($000) $0 Shares 8 Est. Cost Unrealized
MEDIA GENERAL INC 0.0%
Value ($000) $0 Shares 45 Est. Cost Unrealized
MOTIVNATION INC. 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
NXST NEXSTAR MEDIA GROUP 0.0%
Value ($000) $0 Shares 5 Est. Cost $52.48 Unrealized +20.9%
GTX GOLDEN TIGER MINING NL 0.0%
Value ($000) $0 Shares 23 Est. Cost $16.87 Unrealized 0.0%
NORDIC AMERN OFFSHORE 0.0%
Value ($000) $0 Shares 28 Est. Cost Unrealized
FREDERICKSBURG NATIONAL 0.0%
Value ($000) $0 Shares 11 Est. Cost Unrealized
CHESAPEAKE ENERGY CORP. 0.0%
Value ($000) $0 Shares 100 Est. Cost $10.00 Unrealized
CENTURYLINK INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $23.81 Unrealized
MICRO FOCUS INTL PLC ADS 0.0%
Value ($000) $0 Shares 26 Est. Cost $38.46 Unrealized
CROX CROCS INC 0.0%
Value ($000) $0 Shares 9 Est. Cost $10.76 Unrealized +78.4%
MANNKIND CORP. 0.0%
Value ($000) $0 Shares 60 Est. Cost Unrealized
ST. JOHN KNITS INTL 0.0%
Value ($000) $0 Shares 100 Est. Cost $10.00 Unrealized
VOD VODAFONE GROUP PLC 0.0%
Value ($000) $0 Shares 10 Est. Cost Unrealized
SGLRF SPYGLASS RESOURCES CORP. 0.0%
Value ($000) $0 Shares 197 Est. Cost $0.00 Unrealized -48.5%
TEMPLE MOUNTAIN INDS 0.0%
Value ($000) $0 Shares 32 Est. Cost Unrealized
CRYSTALLEX INTL CORP- REGISTRA 0.0%
Value ($000) $0 Shares 22,000 Est. Cost Unrealized
A AGILENT TECHNOLOGIES 0.0%
Value ($000) $0 Shares 7 Est. Cost $42.31 Unrealized +48.3%
SUPERVALU INC 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized