SIMON QUICK ADVISORS, LLC Diversified Active

CIK: 0001692038 · Show all filings

Period: Q1 2019 (← Previous) (Next →)

Filing Date: Apr 16, 2019

Total Value ($000): $239,888 (100.0% shares, 0.0% debt)

Holdings (392)

IWD ISHARES RUSSELL 1000 VALUE ETF 14.2%
Value ($000) $34,053 Shares 275,754 Est. Cost $118.52 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 10.6%
Value ($000) $25,417 Shares 167,922 Est. Cost $119.90 Unrealized
ALERIAN MLP ETF 8.6%
Value ($000) $20,553 Shares 2,049,120 Est. Cost $9.38 Unrealized
SPY SPDR SP 500 ETF 6.6%
Value ($000) $15,821 Shares 56,007 Est. Cost $244.10 Unrealized
IWN ISHARES RUSSELL 2000 VALUE ETF 5.8%
Value ($000) $14,019 Shares 116,926 Est. Cost $120.48 Unrealized
VUG VANGUARD GROWTH INDEX FUND 4.4%
Value ($000) $10,544 Shares 67,405 Est. Cost $125.74 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 3.8%
Value ($000) $9,036 Shares 30 Est. Cost $309674.97 Unrealized -2.2%
VT VANGUARD TOTAL WORLD STOCK INDEX FUND 3.4%
Value ($000) $8,098 Shares 110,668 Est. Cost $73.58 Unrealized
BAC BANK AMER CORP COM 3.0%
Value ($000) $7,121 Shares 258,110 Est. Cost $15.68 Unrealized +52.4%
VYM VANGUARD HIGH DIVIDEND YIELD INDEX FUND 2.7%
Value ($000) $6,514 Shares 76,045 Est. Cost $80.35 Unrealized
EEM ISHARES MSCI EMERGING MKTS 2.7%
Value ($000) $6,379 Shares 148,632 Est. Cost $39.29 Unrealized
IWM ISHARES RUSSELL 2000 ETF 2.6%
Value ($000) $6,310 Shares 41,216 Est. Cost $138.13 Unrealized
ACWX ISHARES MSCI ACWI EX US INDEX FUND 2.5%
Value ($000) $5,888 Shares 127,261 Est. Cost $44.95 Unrealized
IWR ISHARES RUSSELL MIDCAP ETF 2.3%
Value ($000) $5,512 Shares 102,167 Est. Cost $87.61 Unrealized
VTV VANGUARD VALUE INDEX FUND 1.7%
Value ($000) $4,094 Shares 38,039 Est. Cost $103.25 Unrealized
IWP ISHARES RUSSELL MIDCAP GROWTH ETF 1.6%
Value ($000) $3,790 Shares 27,935 Est. Cost $118.13 Unrealized
EFA ISHARES MSCI EAFE ETF 1.2%
Value ($000) $2,850 Shares 43,935 Est. Cost $59.25 Unrealized
IWV ISHARES RUSSELL 3000 ETF 1.1%
Value ($000) $2,712 Shares 16,271 Est. Cost $147.60 Unrealized
IVW ISHARES SP 500 GROWTH ETF 1.1%
Value ($000) $2,711 Shares 15,727 Est. Cost $132.71 Unrealized
IWS ISHARES RUSSELL MIDCAP VALUE ETF 1.0%
Value ($000) $2,512 Shares 28,918 Est. Cost $79.60 Unrealized
IWO ISHARES RUSSELL 2000 GROWTH ETF 1.0%
Value ($000) $2,463 Shares 12,523 Est. Cost $184.94 Unrealized
GOLUB CAP BDC INC COM 1.0%
Value ($000) $2,310 Shares 129,194 Est. Cost $17.93 Unrealized
CCI CROWN CASTLE INTL CORP NEW COM 0.8%
Value ($000) $1,927 Shares 15,052 Est. Cost $75.77 Unrealized +15.2%
AAPL APPLE INC COM 0.7%
Value ($000) $1,583 Shares 8,331 Est. Cost $33.19 Unrealized +21.8%
MSFT MICROSOFT CORP COM 0.6%
Value ($000) $1,378 Shares 11,683 Est. Cost $68.15 Unrealized +50.1%
VBK VANGUARD SMALLCAP GROWTH INDEX FUND 0.5%
Value ($000) $1,282 Shares 7,133 Est. Cost $142.77 Unrealized
IVV ISHARES CORE SP 500 ETF 0.4%
Value ($000) $897 Shares 3,152 Est. Cost $247.30 Unrealized
VOT VANGUARD MIDCAP GROWTH INDEX FUND 0.4%
Value ($000) $889 Shares 6,224 Est. Cost $105.98 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION INDEX FD 0.3%
Value ($000) $838 Shares 7,641 Est. Cost $92.67 Unrealized
UNM UNUM GROUP 0.3%
Value ($000) $812 Shares 24,000 Est. Cost $41.72 Unrealized -16.5%
VOE VANGUARD MIDCAP VALUE INDEX FUND 0.3%
Value ($000) $790 Shares 7,324 Est. Cost $97.59 Unrealized
DEI DOUGLAS EMMETT INC COM 0.3%
Value ($000) $744 Shares 18,400 Est. Cost $36.55 Unrealized
GOLDMAN SACHS GROUP INC COM 0.3%
Value ($000) $735 Shares 3,830 Est. Cost $198.46 Unrealized
IWB ISHARES RUSSELL 1000 ETF 0.3%
Value ($000) $693 Shares 4,405 Est. Cost $143.69 Unrealized
VTI VANGUARD TOTAL STOCK MARKET INDEX FUND 0.3%
Value ($000) $663 Shares 4,579 Est. Cost $141.00 Unrealized
MRK MERCK CO INC COM 0.3%
Value ($000) $605 Shares 7,276 Est. Cost $47.01 Unrealized +28.3%
VBR VANGUARD SMALLCAP VALUE INDEX FUND 0.2%
Value ($000) $550 Shares 4,271 Est. Cost $126.94 Unrealized
HD HOME DEPOT INC COM 0.2%
Value ($000) $523 Shares 2,725 Est. Cost $135.09 Unrealized +14.5%
IVE ISHARES S AND P 500 VALUE ETF 0.2%
Value ($000) $498 Shares 4,413 Est. Cost $112.85 Unrealized
ALPHABET INC CL C 0.2%
Value ($000) $496 Shares 423 Est. Cost $1071.62 Unrealized
IJH ISHARES SP MIDCAP FUND 0.2%
Value ($000) $485 Shares 2,561 Est. Cost $170.41 Unrealized
IJR ISHARES SP SMALLCAP FUND 0.2%
Value ($000) $466 Shares 6,046 Est. Cost $75.16 Unrealized
JPMORGAN CHASE CO COM 0.2%
Value ($000) $437 Shares 4,318 Est. Cost $94.00 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.2%
Value ($000) $414 Shares 2,063 Est. Cost $205.82 Unrealized -1.9%
ARRAY BIOPHARMA INC COM 0.2%
Value ($000) $387 Shares 15,885 Est. Cost $14.79 Unrealized
DVY ISHARES SELECT DIVIDEND ETF 0.2%
Value ($000) $365 Shares 3,717 Est. Cost $91.22 Unrealized
CISCO SYS INC COM 0.1%
Value ($000) $354 Shares 6,556 Est. Cost $42.53 Unrealized
JNJ JOHNSON JOHNSON COM 0.1%
Value ($000) $349 Shares 2,494 Est. Cost $101.28 Unrealized +8.9%
3M CO COM 0.1%
Value ($000) $347 Shares 1,669 Est. Cost $248.91 Unrealized
DIS DISNEY WALT CO COM DISNEY 0.1%
Value ($000) $340 Shares 3,063 Est. Cost $96.69 Unrealized +11.6%
META FACEBOOK INC CL A 0.1%
Value ($000) $339 Shares 2,033 Est. Cost $179.56 Unrealized -12.0%
MDY SPDR SP MIDCAP 400 ETF 0.1%
Value ($000) $323 Shares 935 Est. Cost $360.86 Unrealized
AZO AUTOZONE INC 0.1%
Value ($000) $306 Shares 299 Est. Cost $743.00 Unrealized +20.8%
VOO VANGUARD SANDP 500 ETF 0.1%
Value ($000) $302 Shares 1,163 Est. Cost $249.45 Unrealized
ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF 0.1%
Value ($000) $298 Shares 5,136 Est. Cost $55.04 Unrealized
CPRT COPART INC COM 0.1%
Value ($000) $282 Shares 4,661 Est. Cost $9.79 Unrealized +38.8%
ABT ABBOTT LABS COM 0.1%
Value ($000) $251 Shares 3,135 Est. Cost $40.93 Unrealized +61.5%
DLTR DOLLAR TREE INC COM 0.1%
Value ($000) $248 Shares 2,364 Est. Cost $86.46 Unrealized +13.5%
NETFLIX INC COM 0.1%
Value ($000) $242 Shares 680 Est. Cost $240.47 Unrealized
ECL ECOLAB INC COM 0.1%
Value ($000) $240 Shares 1,360 Est. Cost $116.37 Unrealized +29.7%
ISTB ISHARES CORE 1 5 YR USD BO 0.1%
Value ($000) $226 Shares 4,534 Est. Cost $49.85 Unrealized
VEU VANGUARD FTSE ALL WORLD EX US 0.1%
Value ($000) $213 Shares 4,238 Est. Cost $52.10 Unrealized
SCHO SCHWAB SHORTTERM US TREASURY ETF 0.1%
Value ($000) $212 Shares 4,223 Est. Cost $50.12 Unrealized
CONSTELLATION BRANDS INC CL A 0.1%
Value ($000) $204 Shares 1,161 Est. Cost $209.24 Unrealized
CVX CHEVRON CORP NEW COM 0.1%
Value ($000) $197 Shares 1,600 Est. Cost $79.37 Unrealized +10.2%
SCHV SCHWAB US LARGE CAP VALUE ETF 0.1%
Value ($000) $195 Shares 3,556 Est. Cost $54.84 Unrealized
ALPHABET INC CAP STK CL A 0.1%
Value ($000) $194 Shares 165 Est. Cost $1084.34 Unrealized
CWI SPDR MSCI ACWI EX US ETF 0.1%
Value ($000) $194 Shares 5,368 Est. Cost $36.14 Unrealized
SBUX STARBUCKS CORP COM 0.1%
Value ($000) $187 Shares 2,520 Est. Cost $46.84 Unrealized +26.5%
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.1%
Value ($000) $181 Shares 3,493 Est. Cost $51.67 Unrealized
STARS GROUP INCTHE 0.1%
Value ($000) $174 Shares 9,937 Est. Cost $36.28 Unrealized
VMWARE INC CL A COM 0.1%
Value ($000) $174 Shares 963 Est. Cost $113.98 Unrealized
HOVNANIAN ENTERPRISES INC CL A 0.1%
Value ($000) $171 Shares 15,600 Est. Cost $2.71 Unrealized
A AGILENT TECHNOLOGIES 0.1%
Value ($000) $169 Shares 2,100 Est. Cost $72.29 Unrealized 0.0%
NOMAD FOODS LTD 0.1%
Value ($000) $167 Shares 8,156 Est. Cost $19.15 Unrealized
TWITTER INC 0.1%
Value ($000) $167 Shares 5,082 Est. Cost $43.66 Unrealized
BAX BAXTER INTL INC COM 0.1%
Value ($000) $167 Shares 2,057 Est. Cost $63.38 Unrealized +1.1%
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.1%
Value ($000) $166 Shares 6,443 Est. Cost $26.54 Unrealized
TTWO TAKETWO INTERACTIVE SOFTWARE COM 0.1%
Value ($000) $165 Shares 1,750 Est. Cost $111.86 Unrealized -13.3%
LYV LIVE NATION ENTERTAINMENT INC COM 0.1%
Value ($000) $162 Shares 2,544 Est. Cost $41.53 Unrealized +36.6%
PFE PFIZER INC COM 0.1%
Value ($000) $159 Shares 3,739 Est. Cost $26.49 Unrealized +10.4%
VONV VANGUARD RUSSELL 1000 VAL IDX 0.1%
Value ($000) $158 Shares 1,463 Est. Cost $108.00 Unrealized
CMCSA COMCAST CORP NEW CL A 0.1%
Value ($000) $157 Shares 3,918 Est. Cost $29.91 Unrealized +5.4%
AGG ISHARES CORE TOTAL US AGGREGATE 0.1%
Value ($000) $155 Shares 1,418 Est. Cost $109.31 Unrealized
GILD GILEAD SCIENCES INC COM 0.1%
Value ($000) $152 Shares 2,344 Est. Cost $54.03 Unrealized -5.9%
ADTRAN INC COM 0.1%
Value ($000) $152 Shares 11,084 Est. Cost $16.57 Unrealized
ERIC ERICSSON ADR B SEK 10 0.1%
Value ($000) $150 Shares 16,348 Est. Cost $6.40 Unrealized
SDY SPDR SP DIVIDEND ETF 0.1%
Value ($000) $148 Shares 1,489 Est. Cost $91.79 Unrealized
CME CME GROUP INC COM CL A 0.1%
Value ($000) $146 Shares 887 Est. Cost $107.63 Unrealized +28.2%
SCHZ SCHWAB US AGGREGATE BOND ETF 0.1%
Value ($000) $143 Shares 2,763 Est. Cost $51.08 Unrealized
CVS CVS HEALTH CORP COM 0.1%
Value ($000) $142 Shares 2,639 Est. Cost $59.01 Unrealized -16.2%
AMZN AMAZON COM INC COM 0.1%
Value ($000) $141 Shares 79 Est. Cost $67.62 Unrealized +23.1%
WMB WILLIAMS COS INC DEL COM 0.1%
Value ($000) $140 Shares 4,888 Est. Cost $18.33 Unrealized -0.5%
PYPL PAYPAL HOLDINGS INC 0.1%
Value ($000) $137 Shares 1,321 Est. Cost $79.51 Unrealized +18.8%
ACWI ISHARES MSCI ACWI INDEX FUND 0.1%
Value ($000) $136 Shares 1,882 Est. Cost $64.07 Unrealized
WFC WELLS FARGO CO NEW COM 0.1%
Value ($000) $132 Shares 2,725 Est. Cost $40.90 Unrealized -0.3%
MLM MARTIN MARIETTA MATLS INC COM 0.1%
Value ($000) $130 Shares 648 Est. Cost $200.49 Unrealized -11.4%
MSGS MADISON SQUARE GARDEN CO CL A 0.1%
Value ($000) $130 Shares 445 Est. Cost $184.84 Unrealized +9.9%
INTERXION HOLDING NV SHS 0.1%
Value ($000) $125 Shares 1,866 Est. Cost $56.54 Unrealized
BA THE BOEING CO 0.1%
Value ($000) $124 Shares 325 Est. Cost $375.20 Unrealized 0.0%
KAYNE ANDERSON MIDSTEAM ENERGY FD 0.1%
Value ($000) $123 Shares 10,364 Est. Cost $11.87 Unrealized
ITRI ITRON INC COM 0.1%
Value ($000) $122 Shares 2,624 Est. Cost $71.99 Unrealized -26.3%
AXP AMERICAN EXPRESS CO COM 0.1%
Value ($000) $122 Shares 1,115 Est. Cost $67.61 Unrealized +41.7%
VERIZON COMMUNICATIONS INC COM 0.1%
Value ($000) $121 Shares 2,050 Est. Cost $54.64 Unrealized
ROP ROPER TECHNOLOGIES INC COM 0.1%
Value ($000) $120 Shares 350 Est. Cost $243.49 Unrealized +19.7%
WABCO HLDGS INC COM 0.0%
Value ($000) $119 Shares 900 Est. Cost $139.43 Unrealized
MCO MOODYS CORP COM 0.0%
Value ($000) $113 Shares 625 Est. Cost $121.93 Unrealized +27.1%
LBRDK LIBERTY BROADBAND - SER C 0.0%
Value ($000) $110 Shares 1,197 Est. Cost $70.91 Unrealized +12.3%
CHD CHURCH DWIGHT INC COM 0.0%
Value ($000) $109 Shares 1,525 Est. Cost $44.34 Unrealized +36.7%
SCHG SCHWAB US LARGE CAP GROWTH ETF 0.0%
Value ($000) $108 Shares 1,358 Est. Cost $79.53 Unrealized
SPDR SSGA GENDER DIVRSTY INDX ETF 0.0%
Value ($000) $107 Shares 1,500 Est. Cost $72.33 Unrealized
SEE SEALED AIR CORP NEW COM 0.0%
Value ($000) $106 Shares 2,311 Est. Cost $35.99 Unrealized +1.7%
FISV FISERV INC COM 0.0%
Value ($000) $106 Shares 1,200 Est. Cost $68.26 Unrealized +20.9%
PNC PNC FINANCIAL SERVICES GROUP INC 0.0%
Value ($000) $104 Shares 850 Est. Cost $96.81 Unrealized 0.0%
TRANSUNION 0.0%
Value ($000) $104 Shares 1,550 Est. Cost $68.71 Unrealized
MSI MOTOROLA SOLUTIONS INC COM NEW 0.0%
Value ($000) $102 Shares 725 Est. Cost $89.71 Unrealized +31.9%
XLG INVESCO S AND P 500 TOP 50 ETF 0.0%
Value ($000) $102 Shares 502 Est. Cost $203.19 Unrealized
IQV IQVIA HOLDINGS INC 0.0%
Value ($000) $100 Shares 698 Est. Cost $101.81 Unrealized +30.9%
ISHARES CORE DIVIDEND GROWTH ETF 0.0%
Value ($000) $99 Shares 2,680 Est. Cost $34.19 Unrealized
UNILEVER N V N Y SHS NEW 0.0%
Value ($000) $99 Shares 1,700 Est. Cost $48.91 Unrealized
SPLV INVESCO S AND P 500 LOW VOL 0.0%
Value ($000) $95 Shares 1,803 Est. Cost $52.69 Unrealized
V VISA INC COM CL A 0.0%
Value ($000) $94 Shares 604 Est. Cost $105.97 Unrealized +29.6%
CI CIGNA CORP 0.0%
Value ($000) $93 Shares 580 Est. Cost $167.01 Unrealized 0.0%
VANGUARD RUSSELL 1000 GROWTH ETF 0.0%
Value ($000) $93 Shares 595 Est. Cost $156.30 Unrealized
QCOM QUALCOMM INC COM 0.0%
Value ($000) $92 Shares 1,610 Est. Cost $52.08 Unrealized -12.2%
BIOGEN INC COM 0.0%
Value ($000) $91 Shares 387 Est. Cost $326.35 Unrealized
EW EDWARDS LIFESCIENCES CORP COM 0.0%
Value ($000) $91 Shares 475 Est. Cost $44.55 Unrealized +28.1%
EVERTEC INC 0.0%
Value ($000) $90 Shares 3,226 Est. Cost $22.89 Unrealized
ISHARES EDGE MSCI USA VALUE FCTR 0.0%
Value ($000) $90 Shares 1,133 Est. Cost $81.98 Unrealized
LOW LOWES COS INC COM 0.0%
Value ($000) $90 Shares 825 Est. Cost $74.14 Unrealized +18.8%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.0%
Value ($000) $89 Shares 2,103 Est. Cost $38.77 Unrealized
MCD MCDONALDS CORP COM 0.0%
Value ($000) $89 Shares 469 Est. Cost $125.57 Unrealized +23.1%
FIRST TST AMERICAN ENERGY INFST 0.0%
Value ($000) $87 Shares 3,531 Est. Cost $24.64 Unrealized
SIRIUS XM HOLDINGS INC 0.0%
Value ($000) $86 Shares 15,160 Est. Cost $5.67 Unrealized
KKR KKR AND CO INC CL A 0.0%
Value ($000) $84 Shares 3,589 Est. Cost $21.06 Unrealized +0.1%
DHR DANAHER CORP DEL COM 0.0%
Value ($000) $83 Shares 625 Est. Cost $74.87 Unrealized +32.8%
WAB WABTEC CORP COM 0.0%
Value ($000) $82 Shares 1,112 Est. Cost $75.00 Unrealized -7.8%
VMC VULCAN MATLS CO COM 0.0%
Value ($000) $79 Shares 670 Est. Cost $95.27 Unrealized +6.8%
LAM RESEARCH CORP 0.0%
Value ($000) $79 Shares 444 Est. Cost $177.93 Unrealized
MAR MARRIOTT INTL INC NEW CL A 0.0%
Value ($000) $78 Shares 625 Est. Cost $97.95 Unrealized +13.9%
GRUBHUB INC 0.0%
Value ($000) $78 Shares 1,117 Est. Cost $100.02 Unrealized
EWZ ISHARES MSCI BRAZIL ETF 0.0%
Value ($000) $77 Shares 1,875 Est. Cost $41.07 Unrealized
FIRST TST NASDAQ TECH DIVI INDEX 0.0%
Value ($000) $77 Shares 2,009 Est. Cost $38.33 Unrealized
ADSK AUTODESK INC COM 0.0%
Value ($000) $77 Shares 491 Est. Cost $131.78 Unrealized +13.4%
CTRA CABOT OIL GAS CORP COM 0.0%
Value ($000) $76 Shares 2,925 Est. Cost $18.92 Unrealized -1.4%
VB VANGUARD SMALLCAP INDEX FUND 0.0%
Value ($000) $76 Shares 499 Est. Cost $133.00 Unrealized
EOG EOG RES INC COM 0.0%
Value ($000) $74 Shares 775 Est. Cost $75.45 Unrealized -4.7%
PROSHARES MSCI EAFE DIV GRWRS ETF 0.0%
Value ($000) $74 Shares 2,005 Est. Cost $36.91 Unrealized
ADI ANALOG DEVICES INC COM 0.0%
Value ($000) $74 Shares 700 Est. Cost $75.19 Unrealized +17.6%
BROADCOM INC 0.0%
Value ($000) $74 Shares 247 Est. Cost $241.47 Unrealized
ENB ENBRIDGE INC 0.0%
Value ($000) $73 Shares 2,000 Est. Cost $22.89 Unrealized 0.0%
MANU MANCHESTER UTD PLC NEW ORD CL A 0.0%
Value ($000) $73 Shares 3,775 Est. Cost $18.27 Unrealized +7.3%
INTU INTUIT COM 0.0%
Value ($000) $72 Shares 275 Est. Cost $159.48 Unrealized +38.6%
HD SPLY HOLDINGS INC 0.0%
Value ($000) $71 Shares 1,637 Est. Cost $42.88 Unrealized
SCHE SCHWAB EMERGING MARKETS EQUITY ETF 0.0%
Value ($000) $71 Shares 2,721 Est. Cost $25.83 Unrealized
SCHM SCHWAB US MID-CAP ETF 0.0%
Value ($000) $69 Shares 1,251 Est. Cost $54.59 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $68 Shares 921 Est. Cost $60.96 Unrealized
SCHA SCHWAB US SMALLCAP ETF 0.0%
Value ($000) $68 Shares 968 Est. Cost $63.86 Unrealized
PROSPECT ENERGY CORP 0.0%
Value ($000) $67 Shares 10,255 Est. Cost $6.53 Unrealized
EWU ISHARES MSCI USA ETF 0.0%
Value ($000) $66 Shares 2,000 Est. Cost $33.00 Unrealized
ALPS SECTOR DIVIDEND DOGS ETF 0.0%
Value ($000) $66 Shares 1,536 Est. Cost $42.97 Unrealized
MA MASTERCARD INCORPORATED CL A 0.0%
Value ($000) $66 Shares 281 Est. Cost $145.03 Unrealized +42.9%
YUM YUM BRANDS INC COM 0.0%
Value ($000) $66 Shares 658 Est. Cost $64.99 Unrealized +28.4%
T ATT INC COM 0.0%
Value ($000) $66 Shares 2,096 Est. Cost $14.42 Unrealized -1.8%
CDW CORPDE 0.0%
Value ($000) $65 Shares 675 Est. Cost $80.00 Unrealized
BIP BROOKFIELD INFRAST PARTNERS LP LP INT UNIT 0.0%
Value ($000) $65 Shares 1,549 Est. Cost $38.73 Unrealized
CPS COOPER STD HLDGS INC COM 0.0%
Value ($000) $64 Shares 1,354 Est. Cost $113.34 Unrealized -43.3%
ZBH ZIMMER BIOMET HLDGS INC COM 0.0%
Value ($000) $64 Shares 500 Est. Cost $108.32 Unrealized -0.8%
LIBERTY BRAVES GROUP 0.0%
Value ($000) $63 Shares 2,268 Est. Cost $25.84 Unrealized
HAS HASBRO INC 0.0%
Value ($000) $63 Shares 738 Est. Cost $75.23 Unrealized -10.3%
RIO RIO TINTO PLC ADR 0.0%
Value ($000) $62 Shares 1,050 Est. Cost $59.05 Unrealized
UNITEDHEALTH GROUP INC COM 0.0%
Value ($000) $62 Shares 249 Est. Cost $232.63 Unrealized
NUVEEN MUNI VALUE FD INC 0.0%
Value ($000) $60 Shares 6,000 Est. Cost $10.00 Unrealized
DG DOLLAR GEN CORP NEW COM 0.0%
Value ($000) $60 Shares 505 Est. Cost $75.08 Unrealized +41.5%
AMAT APPLIED MATLS INC COM 0.0%
Value ($000) $59 Shares 1,491 Est. Cost $42.42 Unrealized -16.7%
MARVELL TECHNOLOGY GROUP 0.0%
Value ($000) $59 Shares 2,952 Est. Cost $19.99 Unrealized
EPD ENTERPRISE PRODUCTS PTNRS LP 0.0%
Value ($000) $58 Shares 2,000 Est. Cost $29.00 Unrealized
CHTR CHARTER COMMUNICATIONS INC NEW CL A 0.0%
Value ($000) $57 Shares 165 Est. Cost $319.56 Unrealized +3.1%
LIBERTY GLOBAL PLC SHS CL C 0.0%
Value ($000) $57 Shares 2,345 Est. Cost $29.89 Unrealized
REGL PROSHARES S AND P MIDCAP 400 DIV 0.0%
Value ($000) $57 Shares 1,003 Est. Cost $56.83 Unrealized
BERRY GLOBAL GROUP INC COM 0.0%
Value ($000) $57 Shares 1,064 Est. Cost $55.90 Unrealized
ETN EATON CORP PLC 0.0%
Value ($000) $56 Shares 700 Est. Cost $67.05 Unrealized -0.8%
BSV VANGUARD SHORT TERM BOND ETF 0.0%
Value ($000) $56 Shares 707 Est. Cost $78.50 Unrealized
ASML ASML HLDG NV 0.0%
Value ($000) $56 Shares 300 Est. Cost $196.43 Unrealized
MELLANOX TECHNOLOGIES LTD SHS 0.0%
Value ($000) $55 Shares 463 Est. Cost $68.67 Unrealized
DUKE ENERGY CORP NEW COM NEW 0.0%
Value ($000) $55 Shares 616 Est. Cost $85.69 Unrealized
ARISTA NETWORKS INC 0.0%
Value ($000) $55 Shares 176 Est. Cost $251.31 Unrealized
UBS AG FI ENHANCED LARGE CAP GROWTH ETN 0.0%
Value ($000) $55 Shares 221 Est. Cost $190.05 Unrealized
FIRST TST BICK INDEX FUND 0.0%
Value ($000) $54 Shares 2,009 Est. Cost $26.88 Unrealized
AMT AMERICAN TOWER CORP NEW COM 0.0%
Value ($000) $54 Shares 272 Est. Cost $119.33 Unrealized +22.4%
FXI ISHARES CHINA LARGECAP ETF 0.0%
Value ($000) $54 Shares 1,231 Est. Cost $38.75 Unrealized
FIRST TST SENIOR LOAN ETF 0.0%
Value ($000) $54 Shares 1,155 Est. Cost $46.75 Unrealized
58COM INC 0.0%
Value ($000) $53 Shares 800 Est. Cost $68.75 Unrealized
MOELIS AND CO CL A 0.0%
Value ($000) $52 Shares 1,239 Est. Cost $58.35 Unrealized
SCHW SCHWAB CHARLES CORP NEW COM 0.0%
Value ($000) $51 Shares 1,203 Est. Cost $42.61 Unrealized -3.9%
SEACOR MARINE HOLDINGS 0.0%
Value ($000) $51 Shares 3,800 Est. Cost $22.89 Unrealized
IQ US REAL ESTATE SMALL CAP ETF 0.0%
Value ($000) $51 Shares 2,024 Est. Cost $25.20 Unrealized
TRIP TRIPADVISOR INC COM 0.0%
Value ($000) $50 Shares 971 Est. Cost $36.90 Unrealized +32.0%
CALY CALLAWAY GOLF CO COM 0.0%
Value ($000) $49 Shares 3,097 Est. Cost $16.15 Unrealized +1.6%
HEDJ WISDOMTREE EUROPE HEDGED EQUITY 0.0%
Value ($000) $49 Shares 772 Est. Cost $63.47 Unrealized
GMF SPDR S AND P EMERGING ASIA PACIFIC ETF 0.0%
Value ($000) $49 Shares 500 Est. Cost $98.00 Unrealized
ONESPAWORLD HOLDINGS LTD 0.0%
Value ($000) $48 Shares 3,518 Est. Cost $13.64 Unrealized
MNA IQ MERGER ARBITRAGE ETF 0.0%
Value ($000) $48 Shares 1,500 Est. Cost $32.00 Unrealized
LIND CAPITAL ACQUISITION CORP II 0.0%
Value ($000) $48 Shares 3,159 Est. Cost $12.03 Unrealized +13.0%
TARGET CORP COM 0.0%
Value ($000) $48 Shares 600 Est. Cost $80.00 Unrealized
BMY BRISTOL MYERS SQUIBB CO COM 0.0%
Value ($000) $47 Shares 983 Est. Cost $39.40 Unrealized -2.8%
Z ZILLOW GRP INC CL C 0.0%
Value ($000) $47 Shares 1,353 Est. Cost $55.41 Unrealized -35.6%
LEN LENNAR CORP CL A 0.0%
Value ($000) $47 Shares 950 Est. Cost $50.61 Unrealized -17.8%
UNITED TECH 0.0%
Value ($000) $47 Shares 366 Est. Cost $128.42 Unrealized
CHUBB LTD 0.0%
Value ($000) $46 Shares 325 Est. Cost $141.54 Unrealized
DOWDUPONT INC 0.0%
Value ($000) $46 Shares 866 Est. Cost $64.31 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.0%
Value ($000) $45 Shares 1,112 Est. Cost $37.19 Unrealized
TXN TEXAS INSTRS INC COM 0.0%
Value ($000) $45 Shares 425 Est. Cost $76.15 Unrealized +12.1%
LIBERTY MEDIA CORP DELAWARE COM SER A FRMLA 0.0%
Value ($000) $44 Shares 1,297 Est. Cost $34.79 Unrealized
BUD ANHEUSER BUSCH INBEV NV 0.0%
Value ($000) $44 Shares 523 Est. Cost $84.13 Unrealized
FDN FIRST TRUST DJ INTERNET INDEX FD 0.0%
Value ($000) $44 Shares 316 Est. Cost $139.24 Unrealized
ALIBABA GROUP HOLDING LTD 0.0%
Value ($000) $43 Shares 235 Est. Cost $182.23 Unrealized
WAT WATERS CORP 0.0%
Value ($000) $43 Shares 170 Est. Cost $227.86 Unrealized 0.0%
SONY SONY CORP ADR 0.0%
Value ($000) $42 Shares 1,000 Est. Cost $42.00 Unrealized
GLNG GOLAR LNG LTD 0.0%
Value ($000) $42 Shares 2,000 Est. Cost $19.74 Unrealized 0.0%
VBI VACCINES INC 0.0%
Value ($000) $42 Shares 22,547 Est. Cost $1.86 Unrealized
FIDELITY NATL INFORMATION SVCS COM 0.0%
Value ($000) $42 Shares 375 Est. Cost $93.47 Unrealized
KMI KINDER MORGAN INC DEL COM 0.0%
Value ($000) $42 Shares 2,100 Est. Cost $11.69 Unrealized +6.9%
ILMN ILLUMINA INC COM 0.0%
Value ($000) $42 Shares 135 Est. Cost $224.59 Unrealized +29.8%
HSBC HSBC HOLDINGS PLC ADR NEW 0.0%
Value ($000) $41 Shares 1,000 Est. Cost $41.00 Unrealized
EBAY EBAY INC 0.0%
Value ($000) $41 Shares 1,100 Est. Cost $30.92 Unrealized 0.0%
VOD VODAFONE GROUP PLC NEW SPONSORED ADR 0.0%
Value ($000) $40 Shares 2,227 Est. Cost $19.03 Unrealized
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 0.0%
Value ($000) $40 Shares 662 Est. Cost $62.05 Unrealized
LIBERTY MEDIA CORP-LIBERTY FORMULA ONE 0.0%
Value ($000) $40 Shares 1,144 Est. Cost $36.94 Unrealized
WHR WHIRLPOOL CORP COM 0.0%
Value ($000) $40 Shares 300 Est. Cost $113.44 Unrealized +16.4%
AQUA AMERICA INC COM 0.0%
Value ($000) $40 Shares 1,098 Est. Cost $34.48 Unrealized
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $39 Shares 200 Est. Cost $38.59 Unrealized 0.0%
JDCOM INC 0.0%
Value ($000) $39 Shares 1,300 Est. Cost $38.46 Unrealized
BHP BHP BILLITON LTD ADR 0.0%
Value ($000) $38 Shares 700 Est. Cost $54.29 Unrealized
FPE FIRST TRUST PREFERRED SECURITIES AND INCOME ETF 0.0%
Value ($000) $38 Shares 2,011 Est. Cost $18.11 Unrealized
INOD INNODATA INC COM NEW 0.0%
Value ($000) $38 Shares 30,273 Est. Cost $2.26 Unrealized -36.0%
MHK MOHAWK INDUSTRIES INC 0.0%
Value ($000) $38 Shares 300 Est. Cost $130.19 Unrealized 0.0%
OHI OMEGA HEALTHCARE INVESTORS 0.0%
Value ($000) $38 Shares 1,000 Est. Cost $38.00 Unrealized
CHESAPEAKE ENERGY CORP 0.0%
Value ($000) $37 Shares 11,978 Est. Cost $3.09 Unrealized
KO COCA COLA CO COM 0.0%
Value ($000) $37 Shares 793 Est. Cost $35.42 Unrealized +6.6%
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $37 Shares 422 Est. Cost $87.68 Unrealized
MOLSON COORS BREWING CO 0.0%
Value ($000) $36 Shares 600 Est. Cost $60.00 Unrealized
TELECOMUNICACOES DE ADRF ADR 0.0%
Value ($000) $36 Shares 3,000 Est. Cost $12.00 Unrealized
OKE ONEOK INC NEW 0.0%
Value ($000) $35 Shares 500 Est. Cost $41.63 Unrealized 0.0%
IEFA ISHARES CORE MSCI EAFE ETF 0.0%
Value ($000) $35 Shares 573 Est. Cost $65.95 Unrealized
GEN MOTORS CO 0.0%
Value ($000) $35 Shares 950 Est. Cost $36.84 Unrealized
AB GLOBAL HIGH INCM FD INC 0.0%
Value ($000) $35 Shares 3,000 Est. Cost $11.67 Unrealized
LTC LTC PROPERTIES INC 0.0%
Value ($000) $34 Shares 753 Est. Cost $45.15 Unrealized
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $34 Shares 500 Est. Cost $57.00 Unrealized -1.7%
UPS UNITED PARCEL SERVICE INC CL B 0.0%
Value ($000) $34 Shares 300 Est. Cost $85.48 Unrealized -5.3%
NUVEEN TAXABLE MUNICIPAL INCOM 0.0%
Value ($000) $33 Shares 1,623 Est. Cost $20.33 Unrealized
ANGI HOMESERVICES INC COM CL A 0.0%
Value ($000) $32 Shares 2,086 Est. Cost $15.34 Unrealized
ORACLE CORP COM 0.0%
Value ($000) $32 Shares 600 Est. Cost $47.05 Unrealized
PZZA PAPA JOHNS INTL INC 0.0%
Value ($000) $32 Shares 608 Est. Cost $37.31 Unrealized 0.0%
DUKE REALTY INVESTMENTS INC 0.0%
Value ($000) $31 Shares 1,000 Est. Cost $31.00 Unrealized
ET ENERGY TRANSFER LP 0.0%
Value ($000) $31 Shares 2,000 Est. Cost $15.50 Unrealized
TFI SPDR NUVEEN BLOOMBERG BARCLAYS MUNI BD ETF 0.0%
Value ($000) $31 Shares 630 Est. Cost $49.21 Unrealized
WELL WELLTOWER INC 0.0%
Value ($000) $31 Shares 400 Est. Cost $60.30 Unrealized 0.0%
IXG ISHARES GLOBAL FINANCIALS ETF 0.0%
Value ($000) $31 Shares 500 Est. Cost $62.00 Unrealized
BALL BALL CORP 0.0%
Value ($000) $30 Shares 512 Est. Cost $49.32 Unrealized 0.0%
FXO FIRST TST FINANCIAL ALPHADEX FD 0.0%
Value ($000) $30 Shares 1,002 Est. Cost $29.94 Unrealized
SUNTRUST BANKS INC 0.0%
Value ($000) $30 Shares 500 Est. Cost $60.00 Unrealized
ARK INNOVATION ETF 0.0%
Value ($000) $30 Shares 650 Est. Cost $46.15 Unrealized
WMT WALMART INC 0.0%
Value ($000) $29 Shares 300 Est. Cost $28.76 Unrealized +1.7%
ICF ISHARES COHEN AND STEERS REIT ET 0.0%
Value ($000) $29 Shares 259 Est. Cost $111.97 Unrealized
CWT CALIFORNIA WATER SVC GROUP HOLDING 0.0%
Value ($000) $27 Shares 500 Est. Cost $43.79 Unrealized 0.0%
PG PROCTER AND GAMBLE CO COM 0.0%
Value ($000) $27 Shares 255 Est. Cost $72.22 Unrealized +13.6%
IPG PHOTONICS CORP COM 0.0%
Value ($000) $27 Shares 175 Est. Cost $177.47 Unrealized
URI UNITED RENTALS INC COM 0.0%
Value ($000) $27 Shares 233 Est. Cost $116.64 Unrealized +2.5%
BLACKROCK CORE BD TRUST 0.0%
Value ($000) $27 Shares 2,010 Est. Cost $13.43 Unrealized
SWK STANLEY BLACK AND DECKER INC 0.0%
Value ($000) $27 Shares 200 Est. Cost $108.74 Unrealized -1.9%
XBI SPDR SP BIOTECH ETF 0.0%
Value ($000) $27 Shares 294 Est. Cost $73.48 Unrealized
D DOMINION ENERGY INC 0.0%
Value ($000) $27 Shares 350 Est. Cost $53.89 Unrealized 0.0%
VALE VALE S A ADR 0.0%
Value ($000) $26 Shares 2,000 Est. Cost $13.00 Unrealized
DXJ WISDOMTREE JAPAN HEDGED EQUITY FUND 0.0%
Value ($000) $26 Shares 506 Est. Cost $52.53 Unrealized
VTR VENTAS INC 0.0%
Value ($000) $26 Shares 400 Est. Cost $47.25 Unrealized 0.0%
LYG LLOYDS TSB GROUP PLC ADR 0.0%
Value ($000) $26 Shares 8,000 Est. Cost $3.25 Unrealized
TJX TJX COS INC NEW COM 0.0%
Value ($000) $26 Shares 482 Est. Cost $44.38 Unrealized +2.5%
REDFIN CORP 0.0%
Value ($000) $26 Shares 1,300 Est. Cost $23.08 Unrealized
CCK CROWN HOLDINGS INC 0.0%
Value ($000) $26 Shares 476 Est. Cost $49.02 Unrealized 0.0%
IFF INTL FLAVORS AND FRAGRANCES INC 0.0%
Value ($000) $26 Shares 200 Est. Cost $114.56 Unrealized -3.6%
EWP ISHARES MSCI SPAIN ETF 0.0%
Value ($000) $26 Shares 900 Est. Cost $28.89 Unrealized
HCP INC 0.0%
Value ($000) $25 Shares 800 Est. Cost $31.25 Unrealized
LIBERTY SIRIUSXM GROUP 0.0%
Value ($000) $25 Shares 657 Est. Cost $38.05 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $25 Shares 400 Est. Cost $67.50 Unrealized
XLE ENERGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $25 Shares 384 Est. Cost $70.43 Unrealized
ACTIVISION BLIZZARD INC 0.0%
Value ($000) $25 Shares 540 Est. Cost $46.30 Unrealized
CCL CARNIVAL CORP PAIRED CTF 0.0%
Value ($000) $25 Shares 500 Est. Cost $61.73 Unrealized -14.5%
IBB ISHARES NASDAQ BIOTECHNOLOGY INDEX FUND 0.0%
Value ($000) $25 Shares 228 Est. Cost $304.43 Unrealized
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $24 Shares 300 Est. Cost $59.63 Unrealized 0.0%
CCJ CAMECO CORP 0.0%
Value ($000) $24 Shares 2,000 Est. Cost $11.72 Unrealized 0.0%
SEAWORLD ENTMT INC 0.0%
Value ($000) $24 Shares 931 Est. Cost $25.78 Unrealized
LVS LAS VEGAS SANDS CORP COM 0.0%
Value ($000) $24 Shares 400 Est. Cost $57.05 Unrealized -8.0%
CRMD CORMEDIX INC 0.0%
Value ($000) $23 Shares 2,400 Est. Cost $9.02 Unrealized 0.0%
CEDAR FAIR LP DEP UNITS 0.0%
Value ($000) $23 Shares 446 Est. Cost $47.09 Unrealized
ICE INTERCONTINENTAL EXCHANGE INC COM 0.0%
Value ($000) $23 Shares 300 Est. Cost $62.60 Unrealized +9.5%
ABERDEEN EMERGING MARKETS EQUI 0.0%
Value ($000) $22 Shares 3,017 Est. Cost $7.29 Unrealized
RSP INVESCO S AND P 500 EQUAL WEIGHT 0.0%
Value ($000) $22 Shares 214 Est. Cost $102.80 Unrealized
EWM ISHARES MSCI MALAYSIA ETF 0.0%
Value ($000) $22 Shares 750 Est. Cost $29.33 Unrealized
GRID CLEAN EDGE SMART GRID INFST IDX FD 0.0%
Value ($000) $22 Shares 501 Est. Cost $43.91 Unrealized
BGC PARTNERS INC CL A 0.0%
Value ($000) $21 Shares 4,000 Est. Cost $14.50 Unrealized
SLRC SOLAR CAPITAL LTD 0.0%
Value ($000) $21 Shares 1,000 Est. Cost $10.46 Unrealized 0.0%
GLAXOSMITHKLINE ADR 0.0%
Value ($000) $21 Shares 500 Est. Cost $42.00 Unrealized
AEP AMERICAN ELECTRIC PWR CO INC 0.0%
Value ($000) $21 Shares 250 Est. Cost $62.45 Unrealized 0.0%
BARCLAYS ETN SELECT MLP ETN 0.0%
Value ($000) $20 Shares 998 Est. Cost $20.04 Unrealized
PEP PEPSICO INC COM 0.0%
Value ($000) $20 Shares 166 Est. Cost $87.55 Unrealized +5.6%
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $20 Shares 400 Est. Cost $35.21 Unrealized +10.1%
AEE AMEREN CORP 0.0%
Value ($000) $19 Shares 252 Est. Cost $57.26 Unrealized 0.0%
UNITED STATES STEEL CORP 0.0%
Value ($000) $19 Shares 1,000 Est. Cost $19.00 Unrealized
SOUTHWESTERN ENERGY 0.0%
Value ($000) $19 Shares 4,000 Est. Cost $4.75 Unrealized
AMERICAN AIRLS GROUP INC COM 0.0%
Value ($000) $18 Shares 555 Est. Cost $41.61 Unrealized
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $18 Shares 415 Est. Cost $36.86 Unrealized
INDA ISHARES TR MSCI INDIA ETF 0.0%
Value ($000) $18 Shares 500 Est. Cost $36.00 Unrealized
AAXJ ISHARES MSCI ALL COUNTRY ASIA 0.0%
Value ($000) $18 Shares 250 Est. Cost $64.00 Unrealized
ITUB ITAU UNIBANCO HOLDING SA 0.0%
Value ($000) $18 Shares 2,000 Est. Cost $9.00 Unrealized
CHINA TELECOM CORP LTD ADR 0.0%
Value ($000) $17 Shares 300 Est. Cost $56.67 Unrealized
QQEW FIRST TRUST NASDAQ100 EQUAL WEIGHTED INDEX FUND 0.0%
Value ($000) $17 Shares 260 Est. Cost $65.38 Unrealized
BLACKSTONE GROUP L P COM UNIT LTD 0.0%
Value ($000) $17 Shares 500 Est. Cost $29.84 Unrealized
LBRDA LIBERTY BROADBAND SER A 0.0%
Value ($000) $17 Shares 182 Est. Cost $70.57 Unrealized +12.8%
NTR NUTRIEN LTD 0.0%
Value ($000) $16 Shares 300 Est. Cost $41.21 Unrealized 0.0%
ROYAL DUTCH SHELL PLC SPONS ADR A 0.0%
Value ($000) $16 Shares 252 Est. Cost $57.69 Unrealized
DEO DIAGEO P L C SPON ADR NEW 0.0%
Value ($000) $16 Shares 100 Est. Cost $142.09 Unrealized
FAST FASTENAL CO COM 0.0%
Value ($000) $15 Shares 231 Est. Cost $9.94 Unrealized +27.1%
CP AND L ENERGY INC 0.0%
Value ($000) $15 Shares 955 Est. Cost $15.71 Unrealized
NEWMARK GROUP INC CL A 0.0%
Value ($000) $15 Shares 1,855 Est. Cost $8.09 Unrealized
CHINA MOBILE HONG KONG LTD 0.0%
Value ($000) $15 Shares 300 Est. Cost $50.00 Unrealized
ING ING GROEP NV 0.0%
Value ($000) $15 Shares 1,250 Est. Cost $12.00 Unrealized
SLF SUN LIFE FINANCIAL INC 0.0%
Value ($000) $15 Shares 400 Est. Cost $36.70 Unrealized 0.0%
EWI ISHARES MSCI ITALY ETF 0.0%
Value ($000) $14 Shares 500 Est. Cost $28.00 Unrealized
ESLT ELBIT SYS LTD ORD 0.0%
Value ($000) $13 Shares 100 Est. Cost $118.73 Unrealized -0.2%
BBH VANECK VECTORS BIOTECH ETF 0.0%
Value ($000) $13 Shares 100 Est. Cost $130.00 Unrealized
MUB ISHARES NATIONAL MUNI BOND ETF 0.0%
Value ($000) $13 Shares 119 Est. Cost $109.24 Unrealized
INVESCO QQQ TRUST SERIES 0.0%
Value ($000) $12 Shares 66 Est. Cost $176.91 Unrealized
FIRST TST LG CP CR ALPHADEX FD 0.0%
Value ($000) $12 Shares 201 Est. Cost $59.70 Unrealized
EXXON MOBIL CORP COM 0.0%
Value ($000) $12 Shares 151 Est. Cost $70.44 Unrealized
EMBJ EMBRAER SA 0.0%
Value ($000) $10 Shares 500 Est. Cost $20.00 Unrealized
AURORA CANNABIS INC 0.0%
Value ($000) $10 Shares 1,094 Est. Cost $9.14 Unrealized
LBTYAUSD LIBERTY GLOBAL PLC CL A 0.0%
Value ($000) $10 Shares 406 Est. Cost $27.09 Unrealized
CLF CLEVELAND CLIFFS INC 0.0%
Value ($000) $10 Shares 1,000 Est. Cost $9.53 Unrealized 0.0%
NGG NATIONAL GRID PLC 0.0%
Value ($000) $10 Shares 183 Est. Cost $54.64 Unrealized
LIBERTY BRAVES GROUP 0.0%
Value ($000) $10 Shares 373 Est. Cost $24.96 Unrealized
WDC WESTERN DIGITAL CORP COM 0.0%
Value ($000) $9 Shares 188 Est. Cost $51.21 Unrealized -36.8%
UNP UNION PAC CORP COM 0.0%
Value ($000) $8 Shares 48 Est. Cost $124.98 Unrealized +10.5%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.0%
Value ($000) $8 Shares 47 Est. Cost $130.24 Unrealized +9.1%
ORANY ORANGE ADR 0.0%
Value ($000) $8 Shares 500 Est. Cost $16.00 Unrealized
ISHARES INTERNATIONAL PREFERRE 0.0%
Value ($000) $8 Shares 500 Est. Cost $16.00 Unrealized
XLI INDUSTRIAL SELECT SECTOR SPDR FD 0.0%
Value ($000) $8 Shares 101 Est. Cost $70.69 Unrealized
TELFY TELEFONICA SA 0.0%
Value ($000) $8 Shares 1,000 Est. Cost $8.00 Unrealized
KIM KIMCO REALTY CORP 0.0%
Value ($000) $7 Shares 400 Est. Cost $12.46 Unrealized 0.0%
MS MORGAN STANLEY COM NEW 0.0%
Value ($000) $7 Shares 161 Est. Cost $35.01 Unrealized -2.9%
SVB FINL GROUP COM 0.0%
Value ($000) $7 Shares 33 Est. Cost $244.90 Unrealized
PM PHILIP MORRIS INTL INC COM 0.0%
Value ($000) $7 Shares 75 Est. Cost $57.70 Unrealized -2.8%
IJJ ISHARES S AND P MID CAP 400 VALUE 0.0%
Value ($000) $7 Shares 46 Est. Cost $152.17 Unrealized
MNST MONSTER BEVERAGE CORP NEW COM 0.0%
Value ($000) $7 Shares 125 Est. Cost $29.95 Unrealized -4.8%
GIS GENERAL MILLS INC 0.0%
Value ($000) $6 Shares 125 Est. Cost $35.78 Unrealized 0.0%
GENERAL ELECTRIC CO COM 0.0%
Value ($000) $6 Shares 561 Est. Cost $18.00 Unrealized
IBM INTERNATIONAL BUSINESS MACHS COM 0.0%
Value ($000) $5 Shares 34 Est. Cost $99.18 Unrealized -4.6%
EL ESTEE LAUDER COS INCTHE 0.0%
Value ($000) $5 Shares 33 Est. Cost $124.06 Unrealized +8.5%
TWILIO INC 0.0%
Value ($000) $5 Shares 39 Est. Cost $128.21 Unrealized
EA ELECTRONIC ARTS 0.0%
Value ($000) $5 Shares 50 Est. Cost $92.16 Unrealized 0.0%
L3 TECHNOLOGIES INC COM 0.0%
Value ($000) $5 Shares 25 Est. Cost $160.00 Unrealized
HYD VANECK HIGH YIELD MUNI INDEX 0.0%
Value ($000) $5 Shares 81 Est. Cost $61.73 Unrealized
BXMT BLACKSTONE MTG TR INC COM CL A 0.0%
Value ($000) $5 Shares 150 Est. Cost $33.33 Unrealized
GLOBAL X ROBOTICS AND ARTIFICIAL INTELLIGENCE THEMATIC ETF 0.0%
Value ($000) $4 Shares 203 Est. Cost $19.70 Unrealized
COTT CORP QUE COM 0.0%
Value ($000) $4 Shares 306 Est. Cost $16.61 Unrealized
FDS FACTSET RESH SYS INC COM 0.0%
Value ($000) $4 Shares 17 Est. Cost $176.95 Unrealized +18.2%
IJK ISHARES S AND P MID-CAP 400 GROWTH 0.0%
Value ($000) $4 Shares 18 Est. Cost $222.22 Unrealized
KAYNE ANDERSON MLP MIDSTREAM I 0.0%
Value ($000) $4 Shares 250 Est. Cost $16.00 Unrealized
SEIC SEI INVESTMENTS CO COM 0.0%
Value ($000) $4 Shares 85 Est. Cost $60.18 Unrealized -24.0%
HFF INC CL A 0.0%
Value ($000) $3 Shares 70 Est. Cost $28.57 Unrealized
ADVAXIS INC COM NEW 0.0%
Value ($000) $3 Shares 533 Est. Cost $7.85 Unrealized
IJT ISHARES S AND P SMALL CAP 600 GROW 0.0%
Value ($000) $3 Shares 14 Est. Cost $214.29 Unrealized
IJS ISHARES S AND P SMALL CAP 600 VALUE 0.0%
Value ($000) $3 Shares 18 Est. Cost $166.67 Unrealized
WHITING PETROLEUM CORP 0.0%
Value ($000) $3 Shares 100 Est. Cost $30.00 Unrealized
APOLLO SENIOR FLOATING RATE FUND 0.0%
Value ($000) $3 Shares 201 Est. Cost $14.93 Unrealized
TIP ISHARES TIPS BOND ETF 0.0%
Value ($000) $3 Shares 30 Est. Cost $100.00 Unrealized
MCHI ISHARES MSCI CHINA ETF 0.0%
Value ($000) $2 Shares 30 Est. Cost $66.67 Unrealized
VXUS VANGUARD TOTAL INTL STOCK ETF 0.0%
Value ($000) $2 Shares 45 Est. Cost $45.43 Unrealized
VGT VANGUARD INFORMATION TECHNOLOGY INDEX FUND 0.0%
Value ($000) $2 Shares 8 Est. Cost $170.73 Unrealized
PRU PRUDENTIAL FINL INC COM 0.0%
Value ($000) $2 Shares 22 Est. Cost $70.91 Unrealized -7.6%
BND VANGUARD TOTAL BOND MARKET INDEX FUND 0.0%
Value ($000) $1 Shares 12 Est. Cost $90.28 Unrealized
REVOLUTION LIGHTING TECHNOLOGI COM NEW 0.0%
Value ($000) $1 Shares 3,305 Est. Cost $3.53 Unrealized
IMCV ISHARES MORNINGSTAR MID CAP VA 0.0%
Value ($000) $1 Shares 5 Est. Cost $200.00 Unrealized
IMCG ISHARES MORNINGSTAR MID CAP GR 0.0%
Value ($000) $1 Shares 3 Est. Cost $333.33 Unrealized
IUSV ISHARES CORE S&P U.S. VALUE EFT 0.0%
Value ($000) $1 Shares 18 Est. Cost $55.56 Unrealized
GPRO GOPRO INC CL A 0.0%
Value ($000) $1 Shares 230 Est. Cost $5.57 Unrealized +0.4%
IOO ISHARES GLOBAL 100 ETF 0.0%
Value ($000) $1 Shares 13 Est. Cost $76.92 Unrealized
PXH INVESCO FTSE RAFI EMRG MRKTS 0.0%
Value ($000) $1 Shares 29 Est. Cost $34.48 Unrealized
EXTERRAN CORP 0.0%
Value ($000) $0 Shares 17 Est. Cost Unrealized
AROC ARCHROCK INC 0.0%
Value ($000) $0 Shares 34 Est. Cost $7.14 Unrealized -10.4%
ISHARES EDGE MSCI MIN VOL EAFE 0.0%
Value ($000) $0 Shares 6 Est. Cost Unrealized
NAVIDEA BIOPHARMACEUTICALS INC COM 0.0%
Value ($000) $0 Shares 200 Est. Cost $5.00 Unrealized