Alpha Omega Wealth Management LLC Diversified Active

CIK: 0001665633 · Show all filings

Period: Q4 2018 (← Previous) (Next →)

Filing Date: Jan 18, 2019

Total Value ($000): $198,685 (100.0% shares, 0.0% debt)

Holdings (490)

SCHX SCHWAB U.S. LARGE CAP ETF 8.3%
Value ($000) $16,566 Shares 277,494 Est. Cost $59.80 Unrealized
MSFT MICROSOFT CORP. 3.5%
Value ($000) $6,924 Shares 68,170 Est. Cost $46.33 Unrealized +115.9%
AAPL APPLE INC 2.5%
Value ($000) $5,048 Shares 32,004 Est. Cost $25.77 Unrealized +78.5%
JNJ JOHNSON & JOHNSON 2.4%
Value ($000) $4,792 Shares 37,129 Est. Cost $81.45 Unrealized +40.1%
INTC INTEL CORP 2.4%
Value ($000) $4,734 Shares 100,878 Est. Cost $27.33 Unrealized +47.1%
PFE PFIZER INC. 2.3%
Value ($000) $4,518 Shares 103,512 Est. Cost $20.65 Unrealized +45.4%
DUK DUKE ENERGY CORP. 2.1%
Value ($000) $4,212 Shares 48,805 Est. Cost $49.12 Unrealized +30.1%
FEDERATED INVESTORS INC 2.1%
Value ($000) $4,161 Shares 156,739 Est. Cost $24.19 Unrealized
MCD MCDONALDS CORP 2.0%
Value ($000) $3,878 Shares 21,840 Est. Cost $88.38 Unrealized +69.8%
CVX CHEVRON CORPORATION 1.9%
Value ($000) $3,820 Shares 35,112 Est. Cost $62.09 Unrealized +36.5%
SCHB SCHWAB US BROAD MARKET ETF 1.8%
Value ($000) $3,576 Shares 59,662 Est. Cost $54.22 Unrealized
LNT ALLIANT ENERGY CORP 1.7%
Value ($000) $3,427 Shares 81,112 Est. Cost $25.78 Unrealized +36.5%
MDLZ MONDELEZ INERNATIONAL 1.7%
Value ($000) $3,338 Shares 83,397 Est. Cost $35.31 Unrealized +1.3%
GLW CORNING INC. 1.7%
Value ($000) $3,321 Shares 109,944 Est. Cost $15.42 Unrealized +69.7%
NSC NORFOLK SOUTHERN CO 1.7%
Value ($000) $3,288 Shares 21,984 Est. Cost $70.89 Unrealized +100.8%
RHI ROBERT HALF INTL 1.6%
Value ($000) $3,243 Shares 56,699 Est. Cost $40.14 Unrealized +52.9%
SCHD SCHWAB US DIVIDEND EQUITY ETF 1.6%
Value ($000) $3,116 Shares 66,339 Est. Cost $44.84 Unrealized
ETN EATON CORP PLC 1.6%
Value ($000) $3,108 Shares 45,262 Est. Cost $45.46 Unrealized +43.1%
PSX PHILLIPS 66 1.6%
Value ($000) $3,104 Shares 36,029 Est. Cost $58.91 Unrealized +24.4%
ACN ACCENTURE PLC 1.5%
Value ($000) $3,007 Shares 21,323 Est. Cost $91.53 Unrealized +56.1%
T AT&T INC. 1.5%
Value ($000) $2,925 Shares 102,474 Est. Cost $13.61 Unrealized +3.0%
LOGI LOGITECH INTL 1.5%
Value ($000) $2,925 Shares 93,524 Est. Cost $13.20 Unrealized +142.7%
AEP AMERICAN ELECTRIC POWER 1.5%
Value ($000) $2,918 Shares 39,043 Est. Cost $57.99 Unrealized +0.7%
CVS CVS HEALTH CORP 1.5%
Value ($000) $2,906 Shares 44,356 Est. Cost $66.59 Unrealized -10.8%
TAP MOLSON COORS BREWING 1.3%
Value ($000) $2,593 Shares 46,173 Est. Cost $51.34 Unrealized -1.0%
VTI VANGUARD TOTAL STOCK MARKET ET 1.3%
Value ($000) $2,561 Shares 20,067 Est. Cost $115.30 Unrealized
AON PLC 1.2%
Value ($000) $2,397 Shares 16,492 Est. Cost $92.18 Unrealized
IBM IBM CORP 1.2%
Value ($000) $2,370 Shares 20,852 Est. Cost $101.22 Unrealized -13.1%
RECKITT BENCKISE GROUP PLC 1.2%
Value ($000) $2,355 Shares 155,666 Est. Cost $18.34 Unrealized
GNTX GENTEX CORP. 1.2%
Value ($000) $2,326 Shares 115,115 Est. Cost $22.94 Unrealized -8.7%
APLE APPLE HOSPITALITY REIT 1.1%
Value ($000) $2,224 Shares 155,992 Est. Cost $18.76 Unrealized
COF CAPITAL ONE FINANCIAL 1.0%
Value ($000) $1,921 Shares 25,409 Est. Cost $82.37 Unrealized -7.0%
HRB H&R BLOCK 1.0%
Value ($000) $1,918 Shares 75,582 Est. Cost $20.90 Unrealized -3.3%
SCHM CHARLES SCHWAB US MC ETF 1.0%
Value ($000) $1,900 Shares 39,645 Est. Cost $46.35 Unrealized
BB&T CORPORATION 0.9%
Value ($000) $1,885 Shares 43,521 Est. Cost $48.94 Unrealized
GILD GILEAD SCIENCES 0.9%
Value ($000) $1,758 Shares 28,112 Est. Cost $55.81 Unrealized -5.0%
POWERSHARES S&P 500 EQUAL WT E 0.9%
Value ($000) $1,735 Shares 18,978 Est. Cost $87.26 Unrealized
INVESCO LTD 0.9%
Value ($000) $1,710 Shares 102,132 Est. Cost $22.88 Unrealized
CVE CENOVUS ENERGY INC. 0.9%
Value ($000) $1,696 Shares 241,301 Est. Cost $8.47 Unrealized -15.0%
ABT ABBOTT LABORATORIES 0.8%
Value ($000) $1,653 Shares 22,847 Est. Cost $33.69 Unrealized +84.5%
NVR NVR INC. 0.8%
Value ($000) $1,582 Shares 649 Est. Cost $1636.54 Unrealized +44.5%
CSCO CISCO SYSTEMS INC 0.8%
Value ($000) $1,539 Shares 35,510 Est. Cost $22.75 Unrealized +62.2%
JCI JOHNSON CONTROLS 0.8%
Value ($000) $1,503 Shares 50,687 Est. Cost $33.88 Unrealized -16.7%
WESTROCK CO 0.7%
Value ($000) $1,467 Shares 38,861 Est. Cost $45.80 Unrealized
SCHV SCHWAB U.S. LARGE CAP VALUE ET 0.7%
Value ($000) $1,466 Shares 29,751 Est. Cost $49.28 Unrealized
VZ VERIZON COMMUNICATN 0.7%
Value ($000) $1,451 Shares 25,803 Est. Cost $30.98 Unrealized +24.7%
D DOMINION ENERGY 0.7%
Value ($000) $1,413 Shares 19,778 Est. Cost $49.20 Unrealized +8.2%
ROSETTA STONE INC. 0.7%
Value ($000) $1,367 Shares 83,380 Est. Cost $9.07 Unrealized
SCHF SCHWAB INTERNATIONAL EQUITY ET 0.6%
Value ($000) $1,283 Shares 45,257 Est. Cost $30.70 Unrealized
SCHA SCHWAB US SMALL CAP ETF 0.6%
Value ($000) $1,189 Shares 19,596 Est. Cost $63.94 Unrealized
ODFL OLD DOMINION FREIGHT LINE 0.6%
Value ($000) $1,119 Shares 9,065 Est. Cost $25.77 Unrealized +66.4%
BRK/B BERKSHIRE HATHAWAY CL B 0.5%
Value ($000) $1,075 Shares 5,267 Est. Cost $151.80 Unrealized +37.6%
RF REGIONS FINANCIAL CORPORATION 0.5%
Value ($000) $1,043 Shares 77,926 Est. Cost $13.90 Unrealized -13.7%
VUG VANGUARD GROWTH ETF 0.5%
Value ($000) $973 Shares 7,243 Est. Cost $111.50 Unrealized
HDV ISHARES CORE HIGH DIVIDEND ETF 0.5%
Value ($000) $965 Shares 11,433 Est. Cost $74.31 Unrealized
ABBVIE INC 0.5%
Value ($000) $927 Shares 10,052 Est. Cost $62.62 Unrealized
IJR ISHARES CORE S&P SMALL CAP ETF 0.4%
Value ($000) $871 Shares 12,563 Est. Cost $89.29 Unrealized
SCHE SCHWAB EMERGING MARKETS EQUITY 0.4%
Value ($000) $855 Shares 36,344 Est. Cost $21.83 Unrealized
PG PROCTER & GAMBLE 0.4%
Value ($000) $827 Shares 8,994 Est. Cost $64.11 Unrealized +16.6%
XOM EXXON MOBIL CORP 0.4%
Value ($000) $792 Shares 11,612 Est. Cost $56.57 Unrealized -0.3%
EXPD EXPEDITORS INTL WASH 0.4%
Value ($000) $782 Shares 11,485 Est. Cost $46.57 Unrealized +38.1%
VBR VANGUARD CAP VALUE ETF 0.4%
Value ($000) $709 Shares 6,213 Est. Cost $120.16 Unrealized
SYY SYSCO CORPORATION 0.3%
Value ($000) $686 Shares 10,953 Est. Cost $40.96 Unrealized +36.1%
BMY BRISTOL-MYERS SQUIBB 0.3%
Value ($000) $682 Shares 13,119 Est. Cost $39.56 Unrealized +3.6%
MRK MERCK & CO. 0.3%
Value ($000) $668 Shares 8,736 Est. Cost $43.65 Unrealized +29.5%
QCOM QUALCOMM INC 0.3%
Value ($000) $647 Shares 11,367 Est. Cost $49.66 Unrealized +2.4%
VWO VANGUARD MSCI EMERGING MARKETS 0.3%
Value ($000) $622 Shares 16,326 Est. Cost $36.25 Unrealized
IEMG ISHARES CORE MSCI EMERGING MKT 0.3%
Value ($000) $606 Shares 12,845 Est. Cost $49.37 Unrealized
MO ALTRIA GROUP INC 0.3%
Value ($000) $604 Shares 12,238 Est. Cost $30.17 Unrealized +9.8%
PYPL PAYPAL HOLDINGS 0.3%
Value ($000) $600 Shares 7,134 Est. Cost $40.10 Unrealized +107.2%
BAC BANK OF AMERICA CORP 0.3%
Value ($000) $567 Shares 22,995 Est. Cost $16.56 Unrealized +37.7%
PEP PEPSICO INCORPORATED 0.3%
Value ($000) $539 Shares 4,882 Est. Cost $76.54 Unrealized +18.5%
NKE NIKE INC CLASS B 0.3%
Value ($000) $539 Shares 7,275 Est. Cost $53.80 Unrealized +26.7%
MKL MARKEL CORP 0.3%
Value ($000) $530 Shares 511 Est. Cost $908.11 Unrealized +20.4%
VEU VANGUARD FTSE ALL-WORLD EX-US 0.3%
Value ($000) $517 Shares 11,346 Est. Cost $45.24 Unrealized
MDY SPDR S&P MIDCAP 400 ETF 0.3%
Value ($000) $505 Shares 1,668 Est. Cost $256.87 Unrealized
SCHH SCHWAB US REIT ETF 0.2%
Value ($000) $496 Shares 12,879 Est. Cost $41.05 Unrealized
VSS VANGUARD FTSE ALL-WORLD EX US 0.2%
Value ($000) $496 Shares 5,242 Est. Cost $94.69 Unrealized
EXC EXELON CORPORATION 0.2%
Value ($000) $476 Shares 10,548 Est. Cost $17.39 Unrealized +43.3%
HD HOME DEPOT INC 0.2%
Value ($000) $452 Shares 2,632 Est. Cost $110.78 Unrealized +35.8%
PSEC PROSPECT CAPITAL CO 0.2%
Value ($000) $452 Shares 71,554 Est. Cost $2.16 Unrealized +29.6%
UPS UNITED PARCEL SERVICE 0.2%
Value ($000) $443 Shares 4,541 Est. Cost $80.28 Unrealized +2.2%
FAST FASTENAL CO 0.2%
Value ($000) $437 Shares 8,351 Est. Cost $8.65 Unrealized +30.4%
TXN TEXAS INSTRUMENTS INC. 0.2%
Value ($000) $430 Shares 4,553 Est. Cost $55.48 Unrealized +42.6%
VOE VANGUARD MID-CAP VALUE ETF 0.2%
Value ($000) $404 Shares 4,241 Est. Cost $111.99 Unrealized
GOOG ALPHABET INC. CLASS C 0.2%
Value ($000) $378 Shares 365 Est. Cost $59.45 Unrealized -10.6%
VXF VANGUARD EXTENDED MARKET INDEX 0.2%
Value ($000) $369 Shares 3,694 Est. Cost $96.92 Unrealized
MA MASTERCARD INC. 0.2%
Value ($000) $367 Shares 1,945 Est. Cost $98.27 Unrealized +94.3%
DIS WALT DISNEY CO 0.2%
Value ($000) $365 Shares 3,330 Est. Cost $93.06 Unrealized +17.2%
SO SOUTHERN COMPANY 0.2%
Value ($000) $362 Shares 8,249 Est. Cost $32.23 Unrealized +6.3%
EEM ISHARES MSCI EMERGING MARKETS 0.2%
Value ($000) $348 Shares 8,916 Est. Cost $36.02 Unrealized
AMGN AMGEN INCORPORATED 0.2%
Value ($000) $328 Shares 1,687 Est. Cost $130.51 Unrealized +20.2%
IWR ISHARES RUSSELL MID CAP ETF 0.2%
Value ($000) $325 Shares 7,000 Est. Cost $78.01 Unrealized
PAYX PAYCHEX INC. 0.2%
Value ($000) $324 Shares 4,980 Est. Cost $43.92 Unrealized +25.3%
IEFA ISHARES CORE MSCI EAFE ETF 0.2%
Value ($000) $319 Shares 5,800 Est. Cost $63.39 Unrealized
GOOGL ALPHABET INC. CLASS A 0.2%
Value ($000) $311 Shares 298 Est. Cost $60.08 Unrealized -10.7%
EFA ISHARES MSCI EAFE ETF 0.2%
Value ($000) $302 Shares 5,146 Est. Cost $60.36 Unrealized
JPM JPMORGAN CHASE & CO 0.1%
Value ($000) $295 Shares 3,021 Est. Cost $63.90 Unrealized +37.0%
SCZ ISHARES MSCI EAFE SMALL CAP ET 0.1%
Value ($000) $293 Shares 5,649 Est. Cost $50.71 Unrealized
BA BOEING CO 0.1%
Value ($000) $291 Shares 903 Est. Cost $137.39 Unrealized +143.8%
VIG VANGUARD DIVIDEND APPREC ETF 0.1%
Value ($000) $284 Shares 2,903 Est. Cost $85.49 Unrealized
LOW LOWES COMPANIES INC 0.1%
Value ($000) $279 Shares 3,020 Est. Cost $60.31 Unrealized +40.3%
BDX BECTON DICKINSON&CO 0.1%
Value ($000) $276 Shares 1,225 Est. Cost $123.45 Unrealized +68.6%
GENERAL ELECTRIC CO 0.1%
Value ($000) $274 Shares 36,146 Est. Cost $30.75 Unrealized
KO COCA COLA COMPANY 0.1%
Value ($000) $271 Shares 5,724 Est. Cost $31.62 Unrealized +21.4%
DVY ISHARES SELECT DIVIDEND ETF 0.1%
Value ($000) $270 Shares 3,025 Est. Cost $89.97 Unrealized
BSV VANGUARD SHORT-TERM BOND ETF 0.1%
Value ($000) $262 Shares 3,339 Est. Cost $78.14 Unrealized
CIGNA CORP. 0.1%
Value ($000) $259 Shares 1,366 Est. Cost $189.60 Unrealized
CMCSA COMCAST CORPORATION 0.1%
Value ($000) $251 Shares 7,376 Est. Cost $26.95 Unrealized +12.9%
AMAT APPLIED MATERIALS INC. 0.1%
Value ($000) $249 Shares 7,615 Est. Cost $27.48 Unrealized +15.4%
TIP ISHARES BARCLAYS TIPS BOND FUN 0.1%
Value ($000) $248 Shares 2,263 Est. Cost $113.18 Unrealized
AVY AVERY DENNISON CORP. 0.1%
Value ($000) $246 Shares 2,736 Est. Cost $61.60 Unrealized +34.7%
XILINX INC 0.1%
Value ($000) $243 Shares 2,850 Est. Cost $47.02 Unrealized
EPP ISHARES MSCI PACIFIC ex-JAPAN 0.1%
Value ($000) $241 Shares 5,923 Est. Cost $39.56 Unrealized
SPY SPDR S&P 500 ETF 0.1%
Value ($000) $233 Shares 933 Est. Cost $207.41 Unrealized
SCHC SCHWAB INTERNATNIOAL SMALL CAP 0.1%
Value ($000) $232 Shares 7,957 Est. Cost $29.16 Unrealized
MDT MEDTRONIC PLC 0.1%
Value ($000) $223 Shares 2,450 Est. Cost $62.47 Unrealized +23.5%
KLAC KLA-TENCOR CORP. 0.1%
Value ($000) $218 Shares 2,441 Est. Cost $65.71 Unrealized +28.2%
SHEN SHENANDOAH TELECOM 0.1%
Value ($000) $212 Shares 4,800 Est. Cost $27.05 Unrealized +57.8%
CHCO CITY HOLDINGS CO. 0.1%
Value ($000) $210 Shares 3,114 Est. Cost $44.79 Unrealized +32.2%
LLY ELI LILLY & CO.LLTC 0.1%
Value ($000) $208 Shares 1,800 Est. Cost $64.22 Unrealized +57.9%
ARES CAPITAL CORP 0.1%
Value ($000) $207 Shares 13,258 Est. Cost $16.44 Unrealized
PFF ISHARES U.S. PREFERRED STOCK E 0.1%
Value ($000) $206 Shares 6,025 Est. Cost $38.60 Unrealized
ILF ISHARES LATIN AMERICAN 40 0.1%
Value ($000) $203 Shares 6,600 Est. Cost $27.60 Unrealized
CBU COMMUNITY BANK SYSTEM INC. 0.1%
Value ($000) $202 Shares 3,471 Est. Cost $51.28 Unrealized -4.7%
ATO ATMOS ENERGY CORP 0.1%
Value ($000) $200 Shares 2,162 Est. Cost $48.90 Unrealized +64.5%
OGS ONE GAS INC. 0.1%
Value ($000) $197 Shares 2,473 Est. Cost $49.36 Unrealized +67.1%
SYK STRYKER CORP. 0.1%
Value ($000) $194 Shares 1,235 Est. Cost $103.92 Unrealized +48.9%
PM PHILIP MORRIS INTL 0.1%
Value ($000) $184 Shares 2,750 Est. Cost $54.99 Unrealized +4.2%
CSX CSX CORP 0.1%
Value ($000) $180 Shares 2,897 Est. Cost $9.79 Unrealized +113.5%
CL COLGATE-PALMOLIVE 0.1%
Value ($000) $175 Shares 2,940 Est. Cost $55.37 Unrealized -4.5%
TJX TJX COMPANIES INC 0.1%
Value ($000) $168 Shares 3,744 Est. Cost $38.47 Unrealized +19.3%
WY WEYERHAUSER 0.1%
Value ($000) $165 Shares 7,570 Est. Cost $21.68 Unrealized -7.2%
FEDERAL REALTY TRUST 0.1%
Value ($000) $164 Shares 1,392 Est. Cost $142.26 Unrealized
UNION BANKSHARES CORP. 0.1%
Value ($000) $162 Shares 5,737 Est. Cost $35.92 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.1%
Value ($000) $161 Shares 1,200 Est. Cost $135.00 Unrealized
FDX FEDEX CORP. 0.1%
Value ($000) $155 Shares 960 Est. Cost $184.44 Unrealized +0.8%
KR KROGER COMPANY 0.1%
Value ($000) $154 Shares 5,603 Est. Cost $23.00 Unrealized +8.2%
IJK ISHARES S&P MIDCAP 400 GROWTH 0.1%
Value ($000) $153 Shares 800 Est. Cost $184.89 Unrealized
BLACKROCK MUNICIPAL 2020 0.1%
Value ($000) $151 Shares 10,200 Est. Cost $15.90 Unrealized
ADP AUTOMATIC DATA PROCESSING 0.1%
Value ($000) $148 Shares 1,125 Est. Cost $74.58 Unrealized +62.5%
SCHW CHARLES SCHWAB CORP 0.1%
Value ($000) $147 Shares 3,532 Est. Cost $31.68 Unrealized +29.1%
ENB ENBRIDGE INC. 0.1%
Value ($000) $143 Shares 4,616 Est. Cost $24.22 Unrealized -16.4%
BLACKROCK FLOATING RATE INC ET 0.1%
Value ($000) $140 Shares 11,800 Est. Cost $14.44 Unrealized
AGG ISHARES CORE US AGGREGATE BOND 0.1%
Value ($000) $140 Shares 1,317 Est. Cost $108.06 Unrealized
SPDR BARCLAYS 1-3 MONTH T-BILL 0.1%
Value ($000) $139 Shares 1,516 Est. Cost $91.69 Unrealized
DLS WISDOMTREE INTERNATIONAL SMALL 0.1%
Value ($000) $138 Shares 2,286 Est. Cost $63.41 Unrealized
COP CONOCOPHILLIPS 0.1%
Value ($000) $138 Shares 2,219 Est. Cost $38.84 Unrealized +37.5%
MMM 3M COMPANY 0.1%
Value ($000) $136 Shares 713 Est. Cost $111.18 Unrealized +15.4%
XLE SPDR ENERGY SELECT ETF 0.1%
Value ($000) $132 Shares 2,295 Est. Cost $74.61 Unrealized
COST COSTCO WHOLESALE CO 0.1%
Value ($000) $132 Shares 646 Est. Cost $132.77 Unrealized +52.1%
DOW DUPONT 0.1%
Value ($000) $129 Shares 2,420 Est. Cost $68.48 Unrealized
ELV ANTHEM INC 0.1%
Value ($000) $129 Shares 490 Est. Cost $138.20 Unrealized +81.0%
WSM WILLIAMS SONOMA 0.1%
Value ($000) $129 Shares 2,560 Est. Cost $21.52 Unrealized +13.8%
EBAY EBAY INC. 0.1%
Value ($000) $127 Shares 4,512 Est. Cost $26.28 Unrealized -0.4%
KMX CARMAX INC 0.1%
Value ($000) $124 Shares 1,974 Est. Cost $58.46 Unrealized +12.9%
BIIB BIOGEN INC. 0.1%
Value ($000) $123 Shares 410 Est. Cost $295.71 Unrealized +7.9%
KHC KRAFT HEINZ COMPANY 0.1%
Value ($000) $121 Shares 2,821 Est. Cost $47.36 Unrealized -22.7%
IWD ISHARES RUSSELL 1000 VALUE 0.1%
Value ($000) $121 Shares 1,092 Est. Cost $110.81 Unrealized
ADBE ADOBE SYSTEMS INC. 0.1%
Value ($000) $121 Shares 536 Est. Cost $114.64 Unrealized +110.6%
EVRG EVERGY INC. 0.1%
Value ($000) $118 Shares 2,075 Est. Cost $40.03 Unrealized +9.8%
UNITED TECHNOLOGIES 0.1%
Value ($000) $118 Shares 1,107 Est. Cost $102.93 Unrealized
SBUX STARBUCKS CORP. 0.1%
Value ($000) $118 Shares 1,831 Est. Cost $47.57 Unrealized +12.8%
HEALTHCARE TRUST OF AMERICA 0.1%
Value ($000) $118 Shares 4,650 Est. Cost $29.10 Unrealized
CRM SALESFORCE.COM INC. 0.1%
Value ($000) $114 Shares 835 Est. Cost $79.37 Unrealized +71.2%
CAT CATERPILLAR INC 0.1%
Value ($000) $113 Shares 890 Est. Cost $75.07 Unrealized +48.5%
SDG ISHARES MSCI GLOBAL IMPACT ETF 0.1%
Value ($000) $112 Shares 2,117 Est. Cost $52.91 Unrealized
BND VANGUARD TOTAL BOND INDEX 0.1%
Value ($000) $111 Shares 1,400 Est. Cost $80.86 Unrealized
INVESCO STSE RAFI US 1000 ETF 0.1%
Value ($000) $108 Shares 1,060 Est. Cost $100.00 Unrealized
BLACKROCK ENHANCED EQUIT 0.1%
Value ($000) $106 Shares 13,691 Est. Cost $8.35 Unrealized
INVESCO S&P 500 HEALTH CARE ET 0.1%
Value ($000) $106 Shares 595 Est. Cost $148.32 Unrealized
UNH UNITEDHEALTH GRP INC 0.1%
Value ($000) $105 Shares 420 Est. Cost $129.15 Unrealized +82.0%
SRE SEMPRA ENERGY 0.1%
Value ($000) $105 Shares 966 Est. Cost $38.05 Unrealized +18.8%
OKE ONEOK INC. 0.1%
Value ($000) $104 Shares 1,931 Est. Cost $27.57 Unrealized +42.5%
WMT WAL-MART STORES INC 0.1%
Value ($000) $103 Shares 1,104 Est. Cost $20.13 Unrealized +42.9%
DE DEERE & CO 0.1%
Value ($000) $102 Shares 687 Est. Cost $115.72 Unrealized +13.9%
SPYX SPDR S&P 500 FOSSIL FUEL FREE 0.1%
Value ($000) $101 Shares 1,650 Est. Cost $53.33 Unrealized
HCP INC. 0.0%
Value ($000) $99 Shares 3,550 Est. Cost $29.76 Unrealized
VMC VULCAN MATERIALS CO. 0.0%
Value ($000) $99 Shares 1,000 Est. Cost $111.71 Unrealized -14.7%
ISRG INTUITIVE SURGICAL 0.0%
Value ($000) $96 Shares 200 Est. Cost $105.79 Unrealized +60.2%
INVESCO S&P 500 LOW VOL ETF 0.0%
Value ($000) $95 Shares 2,040 Est. Cost $47.55 Unrealized
CIMAREX ENERGY CO 0.0%
Value ($000) $95 Shares 1,536 Est. Cost $136.07 Unrealized
CAG CONAGRA BRANDS 0.0%
Value ($000) $94 Shares 4,393 Est. Cost $26.85 Unrealized -9.4%
DEO DIAGEO PLC 0.0%
Value ($000) $93 Shares 655 Est. Cost $106.07 Unrealized
IWS ISHARES RUSSELL MID CAP VALUE 0.0%
Value ($000) $93 Shares 1,218 Est. Cost $71.57 Unrealized
VTR VENTAS INC. 0.0%
Value ($000) $93 Shares 1,580 Est. Cost $42.58 Unrealized +3.3%
IWB ISHARES RUSSELL 1000 ETF 0.0%
Value ($000) $93 Shares 670 Est. Cost $152.24 Unrealized
ALERIAN MLP ETF 0.0%
Value ($000) $92 Shares 10,550 Est. Cost $12.59 Unrealized
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $89 Shares 781 Est. Cost $83.82 Unrealized +3.1%
NVS NOVARTIS AG 0.0%
Value ($000) $87 Shares 1,010 Est. Cost $72.80 Unrealized
VB VANGUARD SMALL-CAP ETF 0.0%
Value ($000) $87 Shares 660 Est. Cost $128.79 Unrealized
VANECK VECTORS GOLD MINERS ETF 0.0%
Value ($000) $86 Shares 4,062 Est. Cost $21.03 Unrealized
WFC WELLS FARGO BANK 0.0%
Value ($000) $85 Shares 1,847 Est. Cost $40.30 Unrealized +4.3%
NEE NEXTERA ENERGY INC. 0.0%
Value ($000) $83 Shares 478 Est. Cost $30.28 Unrealized +21.1%
TGT TARGET CORPORATION 0.0%
Value ($000) $83 Shares 1,260 Est. Cost $58.90 Unrealized +7.4%
CINF CINCINNATI FINANCIAL CORP. 0.0%
Value ($000) $81 Shares 1,050 Est. Cost $58.17 Unrealized +11.2%
LW LAMB WESTON HOLDINGS 0.0%
Value ($000) $77 Shares 1,048 Est. Cost $29.75 Unrealized +131.0%
AFL AFLAC INC 0.0%
Value ($000) $75 Shares 1,642 Est. Cost $32.62 Unrealized +15.2%
EWL ISHARES MSCI SWITZERLAND CAPPE 0.0%
Value ($000) $74 Shares 2,350 Est. Cost $29.43 Unrealized
CNQ CANADIAN NATURAL RESOURCES 0.0%
Value ($000) $73 Shares 3,020 Est. Cost $10.54 Unrealized -10.4%
INVESCO FINANCIAL PREFERRED PO 0.0%
Value ($000) $69 Shares 4,000 Est. Cost $18.02 Unrealized
HSY THE HERSHEY COMPANY 0.0%
Value ($000) $68 Shares 635 Est. Cost $79.90 Unrealized +12.7%
SCHG SCHWAB U.S. LARGE CAP GROWTH E 0.0%
Value ($000) $67 Shares 977 Est. Cost $70.68 Unrealized
VOT VANGUARD MID-CAP GROWTH ETF 0.0%
Value ($000) $66 Shares 549 Est. Cost $106.62 Unrealized
CLX CLOROX COMPANY 0.0%
Value ($000) $63 Shares 410 Est. Cost $93.27 Unrealized +35.6%
PRU PRUDENTIAL FINANCIAL 0.0%
Value ($000) $61 Shares 750 Est. Cost $55.02 Unrealized +17.6%
FLRN SPDR BARCLAYS INVSMT GRD FLOAT 0.0%
Value ($000) $61 Shares 2,010 Est. Cost $30.67 Unrealized
PPL PPL CORPORATION 0.0%
Value ($000) $60 Shares 2,115 Est. Cost $21.46 Unrealized +3.7%
VNQ VANGUARD TOTAL WORLD STOCK ETF 0.0%
Value ($000) $59 Shares 906 Est. Cost $75.94 Unrealized
WALGREENS BOOTS ALLIANCE 0.0%
Value ($000) $59 Shares 869 Est. Cost $72.06 Unrealized
FCX FREEPORT-MCMORAN 0.0%
Value ($000) $59 Shares 5,750 Est. Cost $11.60 Unrealized -8.0%
IWF ISHARES RUSSELL 1000 GROWTH ET 0.0%
Value ($000) $58 Shares 440 Est. Cost $104.75 Unrealized
SLRC SOLAR CAPITAL LTD 0.0%
Value ($000) $56 Shares 2,900 Est. Cost $6.68 Unrealized +52.5%
BLACKROCK GLOBAL OPPORTUNITIES 0.0%
Value ($000) $53 Shares 5,649 Est. Cost $11.60 Unrealized
NUE NUCOR CORP 0.0%
Value ($000) $52 Shares 1,000 Est. Cost $54.10 Unrealized -6.3%
SLV ISHARES SILVER TRUST ETF 0.0%
Value ($000) $52 Shares 3,600 Est. Cost $14.97 Unrealized
DLTR DOLLAR TREE INC 0.0%
Value ($000) $50 Shares 550 Est. Cost $69.93 Unrealized +20.8%
AMZN AMAZON COM INC 0.0%
Value ($000) $50 Shares 33 Est. Cost $47.61 Unrealized +74.6%
GPC GENUINE PARTS CO 0.0%
Value ($000) $50 Shares 516 Est. Cost $65.22 Unrealized +23.4%
JPST JP MORGAN ULTRA-SHORT INCOME 0.0%
Value ($000) $50 Shares 1,005 Est. Cost $50.20 Unrealized
ORCL ORACLE CORPORATION 0.0%
Value ($000) $50 Shares 1,100 Est. Cost $32.60 Unrealized +32.4%
SCHO SCHWAB SHORT-TERM U.S. TREASUR 0.0%
Value ($000) $50 Shares 1,000 Est. Cost $49.85 Unrealized
INVESCO DWA MOMENTUM PORTFOLIO 0.0%
Value ($000) $49 Shares 1,009 Est. Cost $45.59 Unrealized
IBB ISHARES TR NASDAQ BIO FD NASDA 0.0%
Value ($000) $49 Shares 505 Est. Cost $159.44 Unrealized
GLD SPDR GOLD TRUST SPDR GOLD SHAR 0.0%
Value ($000) $48 Shares 400 Est. Cost $117.50 Unrealized
SCHZ SCHWAB US AGGREGATE BOND ETF 0.0%
Value ($000) $48 Shares 950 Est. Cost $51.28 Unrealized
SFCWX AMERICAN FUNDS SMALLCAP WORLD 0.0%
Value ($000) $46 Shares 965 Est. Cost $48.16 Unrealized
ICF ISHARES COHEN & STEERS REIT ET 0.0%
Value ($000) $46 Shares 479 Est. Cost $98.86 Unrealized
ITOT ISHARES CORE S&P TOTAL U.S. ST 0.0%
Value ($000) $45 Shares 800 Est. Cost $62.50 Unrealized
SDY SPDR S&P DIVIDEND ETF 0.0%
Value ($000) $45 Shares 500 Est. Cost $92.00 Unrealized
CWT CALIFORNIA WATER SERVICE GROUP 0.0%
Value ($000) $43 Shares 900 Est. Cost $27.62 Unrealized +38.9%
XLP CONSUMER STAPLES SELECT SECTOR 0.0%
Value ($000) $43 Shares 852 Est. Cost $50.47 Unrealized
SUNTRUST BANKS INC 0.0%
Value ($000) $43 Shares 853 Est. Cost $53.63 Unrealized
IVE ISHARES S&P 500 VALUE INDEX 0.0%
Value ($000) $42 Shares 420 Est. Cost $107.14 Unrealized
BHP BHP BILLITON LTD 0.0%
Value ($000) $40 Shares 825 Est. Cost $36.36 Unrealized
BEN FRANKLIN RES INC COM 0.0%
Value ($000) $39 Shares 1,325 Est. Cost $22.32 Unrealized -1.8%
DGS WSDMTREE EMRG MKTS SMALLCAP DV 0.0%
Value ($000) $38 Shares 900 Est. Cost $37.85 Unrealized
GFI GOLD FIELDS LTD ADR 0.0%
Value ($000) $38 Shares 10,712 Est. Cost $3.55 Unrealized
F FORD MOTOR COMPANY 0.0%
Value ($000) $38 Shares 4,971 Est. Cost $7.40 Unrealized -16.1%
ED CONSOLIDATED EDISON 0.0%
Value ($000) $38 Shares 500 Est. Cost $44.60 Unrealized +35.6%
FMC FMC CORP. 0.0%
Value ($000) $37 Shares 500 Est. Cost $36.75 Unrealized +56.2%
DIA SPDR DOW JONES INDUSTRIAL AVRG 0.0%
Value ($000) $37 Shares 158 Est. Cost $195.36 Unrealized
SEE SEALED AIR CORP. 0.0%
Value ($000) $36 Shares 1,025 Est. Cost $39.16 Unrealized -21.8%
EMR EMERSON ELECTRIC CO 0.0%
Value ($000) $36 Shares 610 Est. Cost $40.12 Unrealized +42.1%
CHRW C.H. ROBINSON WORLDWIDE 0.0%
Value ($000) $34 Shares 400 Est. Cost $58.26 Unrealized +29.4%
IWP ISHARES RUSSELL MID CAP GROWTH 0.0%
Value ($000) $34 Shares 300 Est. Cost $92.50 Unrealized
DTE D T E ENERGY COMPANY 0.0%
Value ($000) $33 Shares 300 Est. Cost $69.96 Unrealized +9.8%
SWK STANLEY BLACK & DECK 0.0%
Value ($000) $33 Shares 277 Est. Cost $93.58 Unrealized +8.5%
CELGENE CORP 0.0%
Value ($000) $33 Shares 520 Est. Cost $119.82 Unrealized
BBY BEST BUY INC 0.0%
Value ($000) $32 Shares 600 Est. Cost $22.88 Unrealized +117.1%
ZBH ZIMMER BIOMET HOLDINGS INC. 0.0%
Value ($000) $32 Shares 305 Est. Cost $102.24 Unrealized +3.7%
TSLA TESLA MOTORS INC. 0.0%
Value ($000) $32 Shares 96 Est. Cost $13.14 Unrealized +63.7%
YUM YUM BRANDS INC TRADES WITH DUE 0.0%
Value ($000) $31 Shares 340 Est. Cost $48.61 Unrealized +61.3%
SHILLER ETN SHILLER CAPET ETN 0.0%
Value ($000) $30 Shares 270 Est. Cost $123.46 Unrealized
HON HONEYWELL INTL INC 0.0%
Value ($000) $30 Shares 230 Est. Cost $113.57 Unrealized +3.6%
LQD ISHARES IBOXX INVESTMENT GRADE 0.0%
Value ($000) $30 Shares 262 Est. Cost $117.92 Unrealized
BIV VANGUARD INTERMEDIATE-TERM BON 0.0%
Value ($000) $30 Shares 375 Est. Cost $82.67 Unrealized
SANDERSON FARMS INC. 0.0%
Value ($000) $30 Shares 300 Est. Cost $93.33 Unrealized
IJH ISHARES CORE S&P MID CAP ETF 0.0%
Value ($000) $29 Shares 175 Est. Cost $166.40 Unrealized
OWENS-ILLINOIS INC 0.0%
Value ($000) $29 Shares 1,655 Est. Cost $17.52 Unrealized
SIRIUS XM HOLDINGS 0.0%
Value ($000) $28 Shares 4,960 Est. Cost $4.44 Unrealized
NFLX NETFLIX INC. 0.0%
Value ($000) $28 Shares 105 Est. Cost $11.85 Unrealized +152.5%
BUSE FIRST BUSEY CORP. 0.0%
Value ($000) $28 Shares 1,142 Est. Cost $22.60 Unrealized -8.8%
HEALTHCARE REALITY TRUST 0.0%
Value ($000) $28 Shares 1,000 Est. Cost $29.00 Unrealized
UAA UNDER ARMOUR CLS A 0.0%
Value ($000) $28 Shares 1,722 Est. Cost $29.09 Unrealized -29.4%
POWERSHARES SENIOR LOAN PORTFO 0.0%
Value ($000) $28 Shares 1,293 Est. Cost $23.20 Unrealized
GIS GENERAL MILLS INC 0.0%
Value ($000) $27 Shares 694 Est. Cost $43.60 Unrealized -24.4%
UVV UNIVERSAL CORP. 0.0%
Value ($000) $27 Shares 500 Est. Cost $55.37 Unrealized +16.3%
INVESCO GLOBAL WATER ETF 0.0%
Value ($000) $27 Shares 1,185 Est. Cost $21.10 Unrealized
BARRICK GOLD CORP F 0.0%
Value ($000) $27 Shares 2,000 Est. Cost $13.00 Unrealized
TPR TAPESTRY INC. 0.0%
Value ($000) $27 Shares 800 Est. Cost $32.95 Unrealized +0.5%
DTD WISDOMTREE TOTAL DIVIDEND ETF 0.0%
Value ($000) $27 Shares 320 Est. Cost $81.25 Unrealized
MAT MATTEL INCORPORATED 0.0%
Value ($000) $26 Shares 2,555 Est. Cost $22.49 Unrealized -41.1%
DELL TECHNOLOGIES 0.0%
Value ($000) $25 Shares 311 Est. Cost $56.34 Unrealized
WDC WESTERN DIGITAL CORP. 0.0%
Value ($000) $25 Shares 681 Est. Cost $33.24 Unrealized -0.5%
ADM ARCHER DANIELS MIDLAND CO. 0.0%
Value ($000) $25 Shares 602 Est. Cost $37.72 Unrealized 0.0%
CMC COMMERCIAL METALS COMPANY 0.0%
Value ($000) $25 Shares 1,540 Est. Cost $17.11 Unrealized -4.2%
WHR WHIRLPOOL CORP. 0.0%
Value ($000) $25 Shares 234 Est. Cost $151.54 Unrealized -25.1%
ITW ILLINOIS TOOL WORKS 0.0%
Value ($000) $25 Shares 200 Est. Cost $80.34 Unrealized +37.5%
INVESCO WATER RESOURCES ETF 0.0%
Value ($000) $25 Shares 900 Est. Cost $24.44 Unrealized
RED HAT INC. 0.0%
Value ($000) $25 Shares 145 Est. Cost $172.41 Unrealized
WYNN WYNN RESORTS 0.0%
Value ($000) $24 Shares 240 Est. Cost $84.03 Unrealized +19.3%
IVW ISHARES S&P 500 GROWTH INDEX 0.0%
Value ($000) $24 Shares 160 Est. Cost $142.01 Unrealized
META FACEBOOK INC CLASS A 0.0%
Value ($000) $24 Shares 182 Est. Cost $153.35 Unrealized -6.2%
PYXUS INTERNATIONAL 0.0%
Value ($000) $24 Shares 2,000 Est. Cost $23.00 Unrealized
BK BANK OF NY MELLON CO 0.0%
Value ($000) $24 Shares 500 Est. Cost $35.50 Unrealized +11.7%
TRV TRAVELERS COMPANIES 0.0%
Value ($000) $24 Shares 200 Est. Cost $88.89 Unrealized +20.6%
UNILEVER PLC 0.0%
Value ($000) $24 Shares 450 Est. Cost $40.45 Unrealized
EES WISDOMTREE U.S. SMALLCAP EARNI 0.0%
Value ($000) $23 Shares 709 Est. Cost $37.80 Unrealized
TELKA HEALTHCARE ETF 0.0%
Value ($000) $23 Shares 1,285 Est. Cost $21.01 Unrealized
MSM MSC INDUSTRIAL DIRECT CO. 0.0%
Value ($000) $23 Shares 300 Est. Cost $82.48 Unrealized +0.5%
WEC ENERGY CORP. 0.0%
Value ($000) $22 Shares 314 Est. Cost $59.67 Unrealized
LAZARD LTD LP 0.0%
Value ($000) $22 Shares 593 Est. Cost $43.44 Unrealized
SLB SCHLUMBERGER LTD F 0.0%
Value ($000) $22 Shares 600 Est. Cost $58.57 Unrealized -31.4%
MUB ISHARES NATIONAL MUNI BOND ETF 0.0%
Value ($000) $22 Shares 200 Est. Cost $110.00 Unrealized
CYBERARK SOFTWARE LTD. 0.0%
Value ($000) $22 Shares 300 Est. Cost $80.00 Unrealized
OAKTREE CAPITAL GROUP 0.0%
Value ($000) $21 Shares 535 Est. Cost $47.20 Unrealized
ROYAL DUTCH SHELL CLS B 0.0%
Value ($000) $21 Shares 346 Est. Cost $53.84 Unrealized
IJJ ISHARES S&P MIDCAP 400 VALUE I 0.0%
Value ($000) $21 Shares 150 Est. Cost $153.33 Unrealized
AZTA BROOKS AUTOMATION 0.0%
Value ($000) $21 Shares 800 Est. Cost $14.21 Unrealized +100.2%
ENSCO PLC 0.0%
Value ($000) $21 Shares 5,800 Est. Cost $9.08 Unrealized
EMQQ EMRG MKT INTERNET & ECOMMERCE 0.0%
Value ($000) $21 Shares 800 Est. Cost $36.25 Unrealized
FIREEYE INC 0.0%
Value ($000) $20 Shares 1,250 Est. Cost $12.46 Unrealized
TORTOISE ENERGY INFRASTRUCTURE 0.0%
Value ($000) $20 Shares 1,000 Est. Cost $23.00 Unrealized
INVESCO S&P 500 TECHNOLOGY ETF 0.0%
Value ($000) $20 Shares 140 Est. Cost $148.30 Unrealized
TWITTER INC. 0.0%
Value ($000) $19 Shares 670 Est. Cost $26.80 Unrealized
RPM RPM INTERNATIONAL INC. 0.0%
Value ($000) $19 Shares 316 Est. Cost $61.25 Unrealized 0.0%
CMG CHIPOTLE MEXICAN GRL 0.0%
Value ($000) $19 Shares 45 Est. Cost $11.74 Unrealized -23.0%
BROOKFIELD ASSET MANAGEMENT 0.0%
Value ($000) $18 Shares 482 Est. Cost $38.01 Unrealized
PHYS SPROTT PHYSICAL GOLD TRUST 0.0%
Value ($000) $18 Shares 1,764 Est. Cost $10.20 Unrealized
INVESCO MSCI GLOBAL TIMBER ETF 0.0%
Value ($000) $18 Shares 767 Est. Cost $24.77 Unrealized
DRI DARDEN RESTAURANTS 0.0%
Value ($000) $18 Shares 185 Est. Cost $53.91 Unrealized +62.8%
WT WISDOMTREE INVESTMENTS 0.0%
Value ($000) $18 Shares 2,700 Est. Cost $10.43 Unrealized -30.4%
UDR UDR INC. 0.0%
Value ($000) $17 Shares 432 Est. Cost $26.26 Unrealized +18.8%
EIX EDISON INTERNATIONAL 0.0%
Value ($000) $17 Shares 300 Est. Cost $48.33 Unrealized -5.9%
INVESCO S&P 500 FINANCIAL ETF 0.0%
Value ($000) $17 Shares 480 Est. Cost $38.54 Unrealized
IWY ISHARES RUSSELL TOP 200 GROWTH 0.0%
Value ($000) $17 Shares 230 Est. Cost $65.22 Unrealized
BLACKROCK RESOURCES & COMMODIT 0.0%
Value ($000) $17 Shares 2,354 Est. Cost $8.07 Unrealized
NEM NEWMONT MINING CORP. 0.0%
Value ($000) $17 Shares 500 Est. Cost $29.30 Unrealized -11.1%
AMG AFFILIATED MANAGERS GROUP 0.0%
Value ($000) $16 Shares 162 Est. Cost $110.59 Unrealized 0.0%
BAX BAXTER INTERNATIONAL 0.0%
Value ($000) $16 Shares 250 Est. Cost $39.74 Unrealized +48.3%
INTERMOLECULAR INC 0.0%
Value ($000) $16 Shares 15,500 Est. Cost $1.70 Unrealized
PBA PEMBINA PIPELINE CORP. 0.0%
Value ($000) $16 Shares 531 Est. Cost $22.01 Unrealized +1.5%
GNW GENWORTH FINANCIAL 0.0%
Value ($000) $16 Shares 3,400 Est. Cost $4.41 Unrealized -2.1%
SKECHERS U S A INC CLASS A 0.0%
Value ($000) $16 Shares 700 Est. Cost $30.20 Unrealized
INVESCO S&P 500 MATERIALS ETF 0.0%
Value ($000) $15 Shares 160 Est. Cost $100.00 Unrealized
FV FIRST TRUST DORSEY WRIGHT FOCU 0.0%
Value ($000) $15 Shares 613 Est. Cost $24.47 Unrealized
WMB THE WILLIAMS COMPANIES 0.0%
Value ($000) $15 Shares 700 Est. Cost $18.55 Unrealized -9.6%
SPDR NUVEEN BARLCAYS SOHRT TER 0.0%
Value ($000) $15 Shares 304 Est. Cost $49.34 Unrealized
MRSH MARSH & MCLENNAN COMPANIES IN 0.0%
Value ($000) $15 Shares 185 Est. Cost $57.67 Unrealized +29.1%
DAL DELTA AIR LINES INC. 0.0%
Value ($000) $15 Shares 302 Est. Cost $41.39 Unrealized +23.5%
AZN ASTRAZENECA PLC 0.0%
Value ($000) $15 Shares 400 Est. Cost $34.00 Unrealized
RIG TRANSOCEAN INC NEW F 0.0%
Value ($000) $15 Shares 2,150 Est. Cost $11.85 Unrealized -14.0%
VYM VANGUARD HIGH DIVIDEND ETF 0.0%
Value ($000) $15 Shares 190 Est. Cost $73.73 Unrealized
UBSI UNITED BANKSHARES 0.0%
Value ($000) $15 Shares 489 Est. Cost $40.18 Unrealized -16.0%
TRANSCANADA CORP 0.0%
Value ($000) $14 Shares 400 Est. Cost $45.00 Unrealized
INTERCEPT PHARMACUETICALS 0.0%
Value ($000) $14 Shares 140 Est. Cost $62.60 Unrealized
CME CME GROUP INC. 0.0%
Value ($000) $14 Shares 75 Est. Cost $78.61 Unrealized +80.9%
DLX DE LUXE CORP 0.0%
Value ($000) $13 Shares 336 Est. Cost $40.46 Unrealized -17.0%
AMT AMERN TOWER CORP 0.0%
Value ($000) $13 Shares 85 Est. Cost $107.36 Unrealized +20.6%
BTI BRITISH AMERICAN TOBACCO PLC 0.0%
Value ($000) $13 Shares 420 Est. Cost $62.57 Unrealized
MACQUARIE INFRASTRUCE TRUST 0.0%
Value ($000) $13 Shares 350 Est. Cost $71.43 Unrealized
AVA AVISTA CORP. 0.0%
Value ($000) $13 Shares 300 Est. Cost $27.83 Unrealized +30.0%
VNO VORNADO REALTY TRUST 0.0%
Value ($000) $13 Shares 205 Est. Cost $102.44 Unrealized
V VISA INC. 0.0%
Value ($000) $13 Shares 95 Est. Cost $122.08 Unrealized +7.6%
VCSH VANGUARD SHORT-TERM CORPORATE 0.0%
Value ($000) $13 Shares 165 Est. Cost $78.79 Unrealized
KMI KINDER MORGAN INC 0.0%
Value ($000) $12 Shares 768 Est. Cost $10.58 Unrealized +5.8%
FXI ISHARES CHINA LARGE-CAP ETF 0.0%
Value ($000) $12 Shares 300 Est. Cost $43.33 Unrealized
ALB ALBEMARLE CORP 0.0%
Value ($000) $12 Shares 160 Est. Cost $86.32 Unrealized -1.0%
VV VANGUARD LARGE-CAP ETF 0.0%
Value ($000) $12 Shares 103 Est. Cost $104.77 Unrealized
NUVEEN AMT FREE QUALITY 0.0%
Value ($000) $12 Shares 1,000 Est. Cost $14.00 Unrealized
NVDA NVIDIA CORP. 0.0%
Value ($000) $12 Shares 90 Est. Cost $4.60 Unrealized +3.1%
KNSL KINSALE CAPITAL GROUP 0.0%
Value ($000) $11 Shares 200 Est. Cost $51.82 Unrealized +12.3%
CARS CARS.COM 0.0%
Value ($000) $11 Shares 533 Est. Cost $26.86 Unrealized -6.9%
YUMC YUM CHINA HOLDINGS INC. 0.0%
Value ($000) $11 Shares 324 Est. Cost $27.79 Unrealized +23.5%
VLO VALERO ENERGY CORP. 0.0%
Value ($000) $11 Shares 145 Est. Cost $42.78 Unrealized +53.3%
ESGD ISHARES MSCI EAFE ESG ETF 0.0%
Value ($000) $11 Shares 185 Est. Cost $59.46 Unrealized
BBDC BARINGS BDC INC. 0.0%
Value ($000) $11 Shares 1,199 Est. Cost $5.31 Unrealized -3.8%
WTRE WISDOMTREE GLOBAL EX-US REAL E 0.0%
Value ($000) $11 Shares 400 Est. Cost $25.00 Unrealized
FSLR FIRST SOLAR 0.0%
Value ($000) $11 Shares 260 Est. Cost $35.10 Unrealized +25.1%
ESGE ISHARES ESG EMERGING MARKETS E 0.0%
Value ($000) $11 Shares 350 Est. Cost $31.43 Unrealized
M MACYS INC. 0.0%
Value ($000) $11 Shares 360 Est. Cost $40.50 Unrealized -18.7%
MPC MARATHON PETEROLEUM 0.0%
Value ($000) $11 Shares 185 Est. Cost $57.14 Unrealized -5.1%
EPD ENTERPRISE PRODUCTS PARTNERS 0.0%
Value ($000) $10 Shares 418 Est. Cost $26.88 Unrealized
ADIENT PLC 0.0%
Value ($000) $10 Shares 663 Est. Cost $58.63 Unrealized
IGSB ISHARES 1-3 YEAR CREDIT BOND E 0.0%
Value ($000) $10 Shares 200 Est. Cost $104.61 Unrealized
ISHARES INTERNATIONAL PREF STO 0.0%
Value ($000) $10 Shares 675 Est. Cost $17.88 Unrealized
WPM WHEATON PRECIOUS METALS CORP 0.0%
Value ($000) $10 Shares 500 Est. Cost $18.25 Unrealized -14.3%
SCHP SCHWAB U.S TIPS ETF 0.0%
Value ($000) $10 Shares 180 Est. Cost $53.57 Unrealized
TRUP TRUPANION INC. 0.0%
Value ($000) $10 Shares 400 Est. Cost $26.90 Unrealized 0.0%
BLACKROCK 0.0%
Value ($000) $10 Shares 25 Est. Cost $400.00 Unrealized
ANNALY CAPITAL MGMT 0.0%
Value ($000) $10 Shares 1,000 Est. Cost $9.89 Unrealized
RSPU INVESCO S&P 500 EQUAL WEIGHT U 0.0%
Value ($000) $9 Shares 100 Est. Cost $90.00 Unrealized
KIM KIMCO REALTY CORP REIT 0.0%
Value ($000) $9 Shares 600 Est. Cost $12.46 Unrealized -10.2%
NI NISOURCE INC HOLDING 0.0%
Value ($000) $9 Shares 365 Est. Cost $19.12 Unrealized +6.8%
DHR DANAHER CORP DEL 0.0%
Value ($000) $9 Shares 90 Est. Cost $85.98 Unrealized +2.2%
INVESCO SOLAR ETF 0.0%
Value ($000) $9 Shares 465 Est. Cost $21.51 Unrealized
BOX BOX INC. 0.0%
Value ($000) $9 Shares 525 Est. Cost $25.17 Unrealized -26.9%
VIVANT SOLAR INC. 0.0%
Value ($000) $8 Shares 2,000 Est. Cost $4.00 Unrealized
MDU MDU RESOURCES GROUP INC. 0.0%
Value ($000) $8 Shares 343 Est. Cost $7.89 Unrealized -0.1%
SHY ISHARES 1-3 YEAR TREASRY BOND 0.0%
Value ($000) $8 Shares 93 Est. Cost $85.03 Unrealized
SCCO SOUTHERN COPPER CORP. 0.0%
Value ($000) $8 Shares 252 Est. Cost $20.22 Unrealized +25.0%
CNP CENTERPOINT ENERGY 0.0%
Value ($000) $8 Shares 300 Est. Cost $17.54 Unrealized +29.2%
C CITIGROUP INC 0.0%
Value ($000) $8 Shares 146 Est. Cost $53.28 Unrealized -7.3%
ICE INTRCONTINENTAL EXCHANGE 0.0%
Value ($000) $8 Shares 100 Est. Cost $49.27 Unrealized +41.8%
GNC HOLDINGS 0.0%
Value ($000) $8 Shares 3,552 Est. Cost $7.22 Unrealized
AAVM ALPHA ARCHITECT VALUE MOMENTUM 0.0%
Value ($000) $8 Shares 330 Est. Cost $28.57 Unrealized
CPT CAMDEN PROPERTY TRUST 0.0%
Value ($000) $7 Shares 80 Est. Cost $58.23 Unrealized +23.6%
IGE ISHARES NORTH AMERICAN NATURAL 0.0%
Value ($000) $7 Shares 271 Est. Cost $36.90 Unrealized
KSS KOHLS CORP 0.0%
Value ($000) $7 Shares 100 Est. Cost $46.24 Unrealized +51.8%
LABORATORY CORP. OF AMERICA 0.0%
Value ($000) $7 Shares 55 Est. Cost $127.27 Unrealized
LENDINGTREE INC. 0.0%
Value ($000) $7 Shares 30 Est. Cost $166.67 Unrealized
QMOM MOMENTUMSHARES U.S. QUANT MOME 0.0%
Value ($000) $7 Shares 265 Est. Cost $32.07 Unrealized
WU WESTERN UNION CO. 0.0%
Value ($000) $7 Shares 400 Est. Cost $21.58 Unrealized
WSO WATSCO INC. 0.0%
Value ($000) $7 Shares 50 Est. Cost $173.34 Unrealized -12.1%
USB U.S. BANCORP 0.0%
Value ($000) $7 Shares 145 Est. Cost $33.77 Unrealized +13.4%
AMBA AMBARELLA INC. 0.0%
Value ($000) $7 Shares 200 Est. Cost $45.81 Unrealized -22.7%
UNIT CORP. 0.0%
Value ($000) $7 Shares 458 Est. Cost $26.20 Unrealized
BOOKING HOLDINGS INC. 0.0%
Value ($000) $7 Shares 4 Est. Cost $1750.00 Unrealized
DVN DEVON ENERGY CORP 0.0%
Value ($000) $7 Shares 325 Est. Cost $31.13 Unrealized -29.5%
EEMV ISHARES EDGE MSCI MIN VOL EMER 0.0%
Value ($000) $6 Shares 100 Est. Cost $50.00 Unrealized
IJT ISHARES S&P SMALLCAP 600 GROWT 0.0%
Value ($000) $6 Shares 40 Est. Cost $158.16 Unrealized
BLACKSTONE GROUP 0.0%
Value ($000) $6 Shares 200 Est. Cost $25.00 Unrealized
IMOM MOMENTUMSHARES INTL QUANT MOME 0.0%
Value ($000) $6 Shares 265 Est. Cost $29.29 Unrealized
VOO VANGUARD S&P 500 ETF 0.0%
Value ($000) $6 Shares 24 Est. Cost $250.00 Unrealized
AEO AMERICAN EAGLE OUTFITTERS 0.0%
Value ($000) $6 Shares 300 Est. Cost $13.35 Unrealized +29.4%
NTR NUTRIEN LTD 0.0%
Value ($000) $6 Shares 132 Est. Cost $38.35 Unrealized +6.6%
BNDX VANGUARD TOTAL INTERNATIONAL B 0.0%
Value ($000) $6 Shares 110 Est. Cost $54.55 Unrealized
WABCO HOLDINGS INC 0.0%
Value ($000) $6 Shares 60 Est. Cost $100.00 Unrealized
WPC W.P. CAREY INC. 0.0%
Value ($000) $6 Shares 85 Est. Cost $58.82 Unrealized
JOHN HANCOCK PREFERRED INCOME 0.0%
Value ($000) $6 Shares 318 Est. Cost $21.00 Unrealized
NUVEEN PREFERRED AND INC 0.0%
Value ($000) $6 Shares 284 Est. Cost $24.65 Unrealized
HESS CORP COM 0.0%
Value ($000) $6 Shares 137 Est. Cost $65.69 Unrealized
ARISTA NETWORKS 0.0%
Value ($000) $5 Shares 25 Est. Cost $100.00 Unrealized
PHM PULTEGROUP INC. 0.0%
Value ($000) $5 Shares 200 Est. Cost $21.17 Unrealized +8.0%
AMERIGAS PARTNERS L LP 0.0%
Value ($000) $5 Shares 186 Est. Cost $49.25 Unrealized
ADRNY KONINKLIJKE AHOLD DELHAIZE NV 0.0%
Value ($000) $5 Shares 190 Est. Cost $26.32 Unrealized
LEGG MASON INC. 0.0%
Value ($000) $5 Shares 200 Est. Cost $30.00 Unrealized
CDK GLOBAL INC. 0.0%
Value ($000) $5 Shares 103 Est. Cost $58.25 Unrealized
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $5 Shares 20 Est. Cost $205.77 Unrealized +19.3%
XAR SPDR S&P AEROSPACE & DEFENSE E 0.0%
Value ($000) $5 Shares 65 Est. Cost $76.92 Unrealized
OXY OCCIDENTAL PETROL CO 0.0%
Value ($000) $4 Shares 68 Est. Cost $56.45 Unrealized +5.4%
ICLR ICON PLC ADR 0.0%
Value ($000) $4 Shares 30 Est. Cost $77.66 Unrealized +77.8%
HP INC. 0.0%
Value ($000) $4 Shares 200 Est. Cost $15.00 Unrealized
BDN BRANDYWINE REALTY TR REIT 0.0%
Value ($000) $4 Shares 333 Est. Cost $15.02 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
JBHT J.B. HUNT TRANSPORT SVCS 0.0%
Value ($000) $4 Shares 45 Est. Cost $81.79 Unrealized +21.3%
BABA ALIBABA GROUP 0.0%
Value ($000) $4 Shares 30 Est. Cost $83.33 Unrealized
ADAMS NATURAL RESOURCES FUND 0.0%
Value ($000) $4 Shares 244 Est. Cost $16.39 Unrealized
TRI-CONTINENTAL CORP 0.0%
Value ($000) $4 Shares 175 Est. Cost $22.86 Unrealized
CBRL CRACKER BARREL OLD COUNTRY STO 0.0%
Value ($000) $3 Shares 20 Est. Cost $102.57 Unrealized +20.9%
ADI ANALOG DEVICES INC COM 0.0%
Value ($000) $3 Shares 34 Est. Cost $66.43 Unrealized +14.2%
WMMVY WAL-MART DE MEX SAB F ADR 1 AD 0.0%
Value ($000) $3 Shares 108 Est. Cost $27.78 Unrealized
HPE HEWLETT PACKARD ENTERPRISE CO. 0.0%
Value ($000) $3 Shares 200 Est. Cost $10.23 Unrealized +16.5%
IP INTERNATIONAL PAPER COMPANY 0.0%
Value ($000) $3 Shares 85 Est. Cost $39.21 Unrealized -22.3%
NAT NORDIC AMERICAN TRANKERS 0.0%
Value ($000) $3 Shares 1,400 Est. Cost $6.48 Unrealized -59.9%
NEVRO CORP. 0.0%
Value ($000) $3 Shares 80 Est. Cost $65.63 Unrealized
IVAL VALUESHARES INTERNATIONAL QUAN 0.0%
Value ($000) $3 Shares 120 Est. Cost $30.78 Unrealized
QVAL VALUESHARES U.S. QUANT VALUE E 0.0%
Value ($000) $3 Shares 135 Est. Cost $31.71 Unrealized
MET METLIFE INC 0.0%
Value ($000) $2 Shares 59 Est. Cost $33.67 Unrealized 0.0%
VXUS VANGUARD TOTAL INTERNATIONAL S 0.0%
Value ($000) $2 Shares 33 Est. Cost $54.10 Unrealized
ACH OWENS & MINOR INC. 0.0%
Value ($000) $2 Shares 375 Est. Cost $15.51 Unrealized -34.0%
VERICEL CORP. 0.0%
Value ($000) $2 Shares 100 Est. Cost $10.00 Unrealized
BAESY BAE SYSTEMS SPONS ADR 0.0%
Value ($000) $2 Shares 100 Est. Cost $30.00 Unrealized
CC THE CHEMOURS COMPANY 0.0%
Value ($000) $2 Shares 59 Est. Cost $21.99 Unrealized +7.2%
RITE AID CORPORATION 0.0%
Value ($000) $2 Shares 2,200 Est. Cost $7.85 Unrealized
XEROX CORP 0.0%
Value ($000) $2 Shares 76 Est. Cost $9.80 Unrealized
FMBM F&M BANK CORP. 0.0%
Value ($000) $2 Shares 83 Est. Cost $19.16 Unrealized +27.7%
VEREIT INC. 0.0%
Value ($000) $2 Shares 309 Est. Cost $9.71 Unrealized
CSIQ CANADIAN SOLAR INC. 0.0%
Value ($000) $2 Shares 150 Est. Cost $13.06 Unrealized +15.4%
SSYS STRATASYS LTD 0.0%
Value ($000) $2 Shares 100 Est. Cost $19.60 Unrealized +6.6%
NATURAL RESOURCE PARTNERS 0.0%
Value ($000) $2 Shares 60 Est. Cost $33.33 Unrealized
CNDT CONDUENT INCORPORATED 0.0%
Value ($000) $1 Shares 61 Est. Cost $14.90 Unrealized +4.6%
DDD 3D SYSTEMS CORP. 0.0%
Value ($000) $1 Shares 120 Est. Cost $14.67 Unrealized -6.5%
AVNS AVANOS MEDICAL INC. 0.0%
Value ($000) $1 Shares 30 Est. Cost $64.35 Unrealized -18.6%
DENNYS CORP. 0.0%
Value ($000) $1 Shares 60 Est. Cost $16.67 Unrealized
MOTORS LIQUIDATION CO. TRUST 0.0%
Value ($000) $1 Shares 75 Est. Cost $13.33 Unrealized
SGMO SANGAMO BIOSCIENCES 0.0%
Value ($000) $1 Shares 120 Est. Cost $15.91 Unrealized -21.9%
WPX ENERGY 0.0%
Value ($000) $1 Shares 99 Est. Cost $13.95 Unrealized
COTY COTY INC. 0.0%
Value ($000) $1 Shares 117 Est. Cost $18.17 Unrealized -52.4%
BP PRUDHOE BAY ROYALTY TRUST 0.0%
Value ($000) $1 Shares 40 Est. Cost $25.00 Unrealized
QTRHF QUARTERHILL INC. 0.0%
Value ($000) $1 Shares 600 Est. Cost $1.68 Unrealized -32.2%
REZI RESIDEO TECHNOLOGIES INC. 0.0%
Value ($000) $1 Shares 38 Est. Cost $21.34 Unrealized 0.0%
CLLS CELLECTIS S.A. 0.0%
Value ($000) $1 Shares 80 Est. Cost $25.00 Unrealized
PIMCO CORP & INCOME ETF 0.0%
Value ($000) $1 Shares 100 Est. Cost $14.13 Unrealized
DXC DXC TECHNOLOGY COMPANY 0.0%
Value ($000) $1 Shares 16 Est. Cost $54.24 Unrealized +22.2%
MOTIVNATION INC. 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
HOPE HOPE BANCORP INC. 0.0%
Value ($000) $0 Shares 1 Est. Cost $16.64 Unrealized -14.0%
SGLRF SPYGLASS RESOURCES CORP. 0.0%
Value ($000) $0 Shares 197 Est. Cost $0.00 Unrealized -31.7%
PERSPECTA INC. 0.0%
Value ($000) $0 Shares 8 Est. Cost Unrealized
ST. JOHN KNITS INTL 0.0%
Value ($000) $0 Shares 100 Est. Cost $10.00 Unrealized
PGN1EUR PARAGON OFFSHORE PLC 0.0%
Value ($000) $0 Shares 100 Est. Cost Unrealized
FREDERICKSBURG NATIONAL 0.0%
Value ($000) $0 Shares 11 Est. Cost Unrealized
VOD VODAFONE GROUP PLC 0.0%
Value ($000) $0 Shares 10 Est. Cost Unrealized
NORDIC AMERN OFFSHORE 0.0%
Value ($000) $0 Shares 28 Est. Cost Unrealized
A AGILENT TECHNOLOGIES 0.0%
Value ($000) $0 Shares 7 Est. Cost $42.31 Unrealized +51.1%
TEMPLE MOUNTAIN INDS 0.0%
Value ($000) $0 Shares 32 Est. Cost Unrealized
NXST NEXSTAR MEDIA GROUP 0.0%
Value ($000) $0 Shares 5 Est. Cost $52.48 Unrealized +22.2%
AMARILLO BIOSCIENCES INC. 0.0%
Value ($000) $0 Shares 1,526 Est. Cost Unrealized
CENTURYLINK INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $23.81 Unrealized
CHESAPEAKE ENERGY CORP. 0.0%
Value ($000) $0 Shares 100 Est. Cost $10.00 Unrealized
CROX CROCS INC 0.0%
Value ($000) $0 Shares 9 Est. Cost $10.76 Unrealized +117.3%
MICRO FOCUS INTL PLC ADS 0.0%
Value ($000) $0 Shares 13 Est. Cost $38.46 Unrealized
MEDIA GENERAL INC 0.0%
Value ($000) $0 Shares 45 Est. Cost Unrealized
MANNKIND CORP. 0.0%
Value ($000) $0 Shares 60 Est. Cost Unrealized
THE CONTAINER STORE 0.0%
Value ($000) $0 Shares 50 Est. Cost Unrealized
CVSI CV SCIENCES INC. 0.0%
Value ($000) $0 Shares 105 Est. Cost $1.18 Unrealized +311.0%
CRYSTALLEX INTL CORP- REGISTRA 0.0%
Value ($000) $0 Shares 22,000 Est. Cost Unrealized
GTX GOLDEN TIGER MINING NL 0.0%
Value ($000) $0 Shares 23 Est. Cost $16.87 Unrealized -19.4%