SIMON QUICK ADVISORS, LLC Diversified Active

CIK: 0001692038 · Show all filings

Period: Q3 2019 (← Previous) (Next →)

Filing Date: Oct 16, 2019

Total Value ($000): $226,367 (100.0% shares, 0.0% debt)

Holdings (372)

IWD ISHARES RUSSELL 1000 VALUE ETF 11.1%
Value ($000) $25,162 Shares 196,178 Est. Cost $119.06 Unrealized
SPY SPDR SP 500 ETF 7.8%
Value ($000) $17,604 Shares 59,320 Est. Cost $11008.82 Unrealized
SDY SPDR SP DIVIDEND ETF 7.4%
Value ($000) $16,831 Shares 164,042 Est. Cost $102.56 Unrealized
ALERIAN MLP ETF 6.7%
Value ($000) $15,135 Shares 1,655,878 Est. Cost $9.38 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 6.1%
Value ($000) $13,700 Shares 85,826 Est. Cost $119.90 Unrealized
IWN ISHARES RUSSELL 2000 VALUE ETF 5.5%
Value ($000) $12,442 Shares 104,198 Est. Cost $120.48 Unrealized
IWR ISHARES RUSSELL MIDCAP ETF 4.8%
Value ($000) $10,903 Shares 194,864 Est. Cost $72.46 Unrealized
VUG VANGUARD GROWTH INDEX FUND 4.1%
Value ($000) $9,291 Shares 55,873 Est. Cost $125.74 Unrealized
BRK/A Berkshire Hathaway Inc Cl A 3.7%
Value ($000) $8,419 Shares 27 Est. Cost $309458.20 Unrealized 0.0%
VT VANGUARD TOTAL WORLD STOCK INDEX FUND 3.1%
Value ($000) $7,071 Shares 94,508 Est. Cost $4023.53 Unrealized
ACWX ISHARES MSCI ACWI EX US INDEX FUND 3.1%
Value ($000) $7,011 Shares 152,240 Est. Cost $4290.92 Unrealized
BAC BANK AMER CORP COM 2.9%
Value ($000) $6,568 Shares 225,160 Est. Cost $15.68 Unrealized +56.7%
EEM ISHARES MSCI EMERGING MKTS 2.6%
Value ($000) $5,820 Shares 142,409 Est. Cost $39.29 Unrealized
VYM VANGUARD HIGH DIVIDEND YIELD INDEX FUND 2.5%
Value ($000) $5,670 Shares 63,903 Est. Cost $80.35 Unrealized
VTV VANGUARD VALUE INDEX FUND 2.4%
Value ($000) $5,357 Shares 47,994 Est. Cost $12602.46 Unrealized
BALL BALL CORP 1.7%
Value ($000) $3,883 Shares 53,336 Est. Cost $57.52 Unrealized +20.3%
IWV ISHARES RUSSELL 3000 ETF 1.3%
Value ($000) $3,040 Shares 17,497 Est. Cost $20181.53 Unrealized
IWS ISHARES RUSSELL MIDCAP VALUE ETF 1.2%
Value ($000) $2,615 Shares 29,151 Est. Cost $79.60 Unrealized
HON Honeywell Intl Inc 1.1%
Value ($000) $2,484 Shares 14,683 Est. Cost $139.31 Unrealized +0.0%
EFA ISHARES MSCI EAFE ETF 1.0%
Value ($000) $2,369 Shares 36,326 Est. Cost $59.25 Unrealized
AAPL APPLE INC COM 1.0%
Value ($000) $2,237 Shares 9,987 Est. Cost $36.90 Unrealized +36.1%
CCI CROWN CASTLE INTL CORP NEW COM 0.9%
Value ($000) $2,053 Shares 14,771 Est. Cost $75.77 Unrealized +38.3%
GOLUB CAP BDC INC COM 0.9%
Value ($000) $2,051 Shares 108,887 Est. Cost $17.93 Unrealized
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.9%
Value ($000) $1,957 Shares 10,153 Est. Cost $185.03 Unrealized
MSFT MICROSOFT CORP COM 0.7%
Value ($000) $1,633 Shares 11,745 Est. Cost $87.92 Unrealized +47.8%
VTI VANGUARD TOTAL STOCK MARKET INDEX FUND 0.6%
Value ($000) $1,337 Shares 8,855 Est. Cost $2448.44 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.5%
Value ($000) $1,197 Shares 7,908 Est. Cost $138.13 Unrealized
VBK VANGUARD SMALLCAP GROWTH INDEX FUND 0.5%
Value ($000) $1,111 Shares 6,104 Est. Cost $142.77 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION INDEX FD 0.4%
Value ($000) $1,008 Shares 8,430 Est. Cost $95.98 Unrealized
IVV ISHARES CORE SP 500 ETF 0.4%
Value ($000) $941 Shares 3,153 Est. Cost $247.92 Unrealized
VOT VANGUARD MIDCAP GROWTH INDEX FUND 0.4%
Value ($000) $883 Shares 5,964 Est. Cost $105.98 Unrealized
VOE VANGUARD MIDCAP VALUE INDEX FUND 0.4%
Value ($000) $795 Shares 7,040 Est. Cost $107.62 Unrealized
IWB ISHARES RUSSELL 1000 ETF 0.3%
Value ($000) $772 Shares 4,693 Est. Cost $144.87 Unrealized
IVE ISHARES S AND P 500 VALUE ETF 0.3%
Value ($000) $660 Shares 5,543 Est. Cost $13811.36 Unrealized
MRK MERCK CO INC COM 0.3%
Value ($000) $646 Shares 7,672 Est. Cost $53.95 Unrealized +21.3%
HD HOME DEPOT INC COM 0.3%
Value ($000) $623 Shares 2,683 Est. Cost $140.19 Unrealized +33.5%
JPMORGAN CHASE CO COM 0.2%
Value ($000) $557 Shares 4,729 Est. Cost $5386.52 Unrealized
IJH ISHARES SP MIDCAP FUND 0.2%
Value ($000) $546 Shares 2,826 Est. Cost $9168.57 Unrealized
ALPHABET INC CL C 0.2%
Value ($000) $534 Shares 438 Est. Cost $1135.29 Unrealized
IJR ISHARES SP SMALLCAP FUND 0.2%
Value ($000) $529 Shares 6,801 Est. Cost $3421.79 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.2%
Value ($000) $488 Shares 2,347 Est. Cost $205.85 Unrealized +0.1%
DVY ISHARES SELECT DIVIDEND ETF 0.2%
Value ($000) $404 Shares 3,967 Est. Cost $92.35 Unrealized
IVW ISHARES SP 500 GROWTH ETF 0.2%
Value ($000) $402 Shares 2,234 Est. Cost $3704.32 Unrealized
IWP ISHARES RUSSELL MIDCAP GROWTH ETF 0.2%
Value ($000) $377 Shares 2,669 Est. Cost $118.13 Unrealized
META FACEBOOK INC CL A 0.2%
Value ($000) $376 Shares 2,109 Est. Cost $181.10 Unrealized +4.2%
CPRT COPART INC COM 0.2%
Value ($000) $374 Shares 4,661 Est. Cost $19.38 Unrealized +0.2%
DIS DISNEY WALT CO COM DISNEY 0.2%
Value ($000) $373 Shares 2,865 Est. Cost $114.19 Unrealized +17.6%
SCHV SCHWAB US LARGE CAP VALUE ETF 0.2%
Value ($000) $360 Shares 6,352 Est. Cost $3410.57 Unrealized
CWI SPDR MSCI ACWI EX US ETF 0.2%
Value ($000) $345 Shares 14,363 Est. Cost $1687.06 Unrealized
iShares Edge MSCI Min Vol USA 0.1%
Value ($000) $322 Shares 5,018 Est. Cost $64.17 Unrealized
MDY SPDR SP MIDCAP 400 ETF 0.1%
Value ($000) $321 Shares 911 Est. Cost $360.86 Unrealized
CISCO SYS INC COM 0.1%
Value ($000) $320 Shares 6,486 Est. Cost $43.73 Unrealized
VOO VANGUARD SANDP 500 ETF 0.1%
Value ($000) $319 Shares 1,169 Est. Cost $249.45 Unrealized
JNJ JOHNSON JOHNSON COM 0.1%
Value ($000) $311 Shares 2,406 Est. Cost $102.83 Unrealized +7.0%
3M CO COM 0.1%
Value ($000) $274 Shares 1,669 Est. Cost $248.91 Unrealized
ECL ECOLAB INC COM 0.1%
Value ($000) $272 Shares 1,375 Est. Cost $116.99 Unrealized +60.0%
MS MORGAN STANLEY COM NEW 0.1%
Value ($000) $271 Shares 6,345 Est. Cost $35.11 Unrealized -0.3%
AZO AutoZone Inc 0.1%
Value ($000) $267 Shares 246 Est. Cost $1120.85 Unrealized 0.0%
ABT ABBOTT LABS COM 0.1%
Value ($000) $266 Shares 3,175 Est. Cost $41.30 Unrealized +84.2%
AGG ISHARES CORE TOTAL US AGGREGATE 0.1%
Value ($000) $256 Shares 2,259 Est. Cost $13453.27 Unrealized
AMZN AMAZON COM INC COM 0.1%
Value ($000) $236 Shares 136 Est. Cost $78.24 Unrealized +18.5%
ALPHABET INC CAP STK CL A 0.1%
Value ($000) $232 Shares 190 Est. Cost $1130.39 Unrealized
SBUX STARBUCKS CORP COM 0.1%
Value ($000) $230 Shares 2,604 Est. Cost $50.56 Unrealized +59.5%
VBR VANGUARD SMALLCAP VALUE INDEX FUND 0.1%
Value ($000) $227 Shares 1,758 Est. Cost $126.94 Unrealized
SCHG SCHWAB US LARGE CAP GROWTH ETF 0.1%
Value ($000) $221 Shares 2,636 Est. Cost $5346.87 Unrealized
SCHO SCHWAB SHORTTERM US TREASURY ETF 0.1%
Value ($000) $220 Shares 4,345 Est. Cost $50.13 Unrealized
Constellation Brands Inc A 0.1%
Value ($000) $213 Shares 1,028 Est. Cost $207.20 Unrealized
VEU VANGUARD FTSE ALL WORLD EX US 0.1%
Value ($000) $211 Shares 4,238 Est. Cost $52.10 Unrealized
TWITTER INC 0.1%
Value ($000) $209 Shares 5,082 Est. Cost $41.16 Unrealized
ISHARES CORE MSCI EMERGING MARKETS ETF 0.1%
Value ($000) $206 Shares 4,201 Est. Cost $48518.86 Unrealized
DLTR Dollar Tree Stores Inc 0.1%
Value ($000) $204 Shares 1,790 Est. Cost $104.62 Unrealized 0.0%
AXP AMERICAN EXPRESS CO COM 0.1%
Value ($000) $203 Shares 1,715 Est. Cost $83.26 Unrealized +35.2%
CVX CHEVRON CORP NEW COM 0.1%
Value ($000) $199 Shares 1,678 Est. Cost $80.82 Unrealized +13.3%
NETFLIX INC COM 0.1%
Value ($000) $198 Shares 741 Est. Cost $264.72 Unrealized
WFC WELLS FARGO CO NEW COM 0.1%
Value ($000) $194 Shares 3,837 Est. Cost $40.56 Unrealized -1.9%
ITRI Itron Inc 0.1%
Value ($000) $194 Shares 2,624 Est. Cost $67.26 Unrealized 0.0%
CMCSA COMCAST CORP NEW CL A 0.1%
Value ($000) $194 Shares 4,296 Est. Cost $30.43 Unrealized +23.2%
XLG INVESCO S AND P 500 TOP 50 ETF 0.1%
Value ($000) $192 Shares 902 Est. Cost $93201.12 Unrealized
BAX BAXTER INTL INC COM 0.1%
Value ($000) $181 Shares 2,073 Est. Cost $63.46 Unrealized +19.0%
Stars Group IncThe 0.1%
Value ($000) $179 Shares 11,924 Est. Cost $15.01 Unrealized
MLM MARTIN MARIETTA MATLS INC COM 0.1%
Value ($000) $178 Shares 648 Est. Cost $231.55 Unrealized +2.1%
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.1%
Value ($000) $174 Shares 6,211 Est. Cost $26.54 Unrealized
GILD GILEAD SCIENCES INC COM 0.1%
Value ($000) $173 Shares 2,726 Est. Cost $53.15 Unrealized -4.1%
TTWO TAKETWO INTERACTIVE SOFTWARE COM 0.1%
Value ($000) $171 Shares 1,363 Est. Cost $124.67 Unrealized +0.1%
Nomad Foods Ltd 0.1%
Value ($000) $167 Shares 8,156 Est. Cost $20.48 Unrealized
VONV VANGUARD RUSSELL 1000 VAL IDX 0.1%
Value ($000) $167 Shares 1,481 Est. Cost $108.00 Unrealized
A AGILENT TECHNOLOGIES 0.1%
Value ($000) $162 Shares 2,110 Est. Cost $72.29 Unrealized -4.6%
QCOM QUALCOMM INC COM 0.1%
Value ($000) $161 Shares 2,110 Est. Cost $55.10 Unrealized +17.9%
SCHZ SCHWAB US AGGREGATE BOND ETF 0.1%
Value ($000) $159 Shares 2,949 Est. Cost $895.20 Unrealized
InterXion Holding NV 0.1%
Value ($000) $152 Shares 1,866 Est. Cost $81.46 Unrealized
QQEW FIRST TRUST NASDAQ100 EQUAL WEIGHTED INDEX FUND 0.1%
Value ($000) $150 Shares 2,261 Est. Cost $58980.43 Unrealized
LYV Live Nation Inc 0.1%
Value ($000) $149 Shares 2,239 Est. Cost $69.93 Unrealized 0.0%
VMware Inc 0.1%
Value ($000) $146 Shares 970 Est. Cost $150.52 Unrealized
PFE PFIZER INC COM 0.1%
Value ($000) $145 Shares 4,032 Est. Cost $26.69 Unrealized +1.2%
ACWI ISHARES MSCI ACWI INDEX FUND 0.1%
Value ($000) $141 Shares 1,917 Est. Cost $64.16 Unrealized
CVS CVS HEALTH CORP COM 0.1%
Value ($000) $132 Shares 2,089 Est. Cost $50.40 Unrealized -4.0%
ERIC Ericsson LM Tel Co ADR 0.1%
Value ($000) $130 Shares 16,348 Est. Cost $7.95 Unrealized
SCHM SCHWAB US MID-CAP ETF 0.1%
Value ($000) $127 Shares 2,245 Est. Cost $3612.96 Unrealized
INVESCO QQQ TRUST SERIES 0.1%
Value ($000) $127 Shares 675 Est. Cost $168498.94 Unrealized
ADTRAN INC COM 0.1%
Value ($000) $126 Shares 11,084 Est. Cost $16.57 Unrealized
LBRDK Liberty Broadband Ser C 0.1%
Value ($000) $125 Shares 1,197 Est. Cost $97.67 Unrealized 0.0%
CME CME GROUP INC COM CL A 0.1%
Value ($000) $122 Shares 578 Est. Cost $160.40 Unrealized +2.4%
PNC PNC FINANCIAL SERVICES GROUP INC 0.1%
Value ($000) $121 Shares 863 Est. Cost $97.39 Unrealized +10.5%
WABCO HLDGS INC COM 0.1%
Value ($000) $120 Shares 900 Est. Cost $134.05 Unrealized
VERIZON COMMUNICATIONS INC COM 0.1%
Value ($000) $117 Shares 1,936 Est. Cost $54.71 Unrealized
SCHA SCHWAB US SMALLCAP ETF 0.1%
Value ($000) $117 Shares 1,683 Est. Cost $4353.48 Unrealized
SCHE SCHWAB EMERGING MARKETS EQUITY ETF 0.1%
Value ($000) $117 Shares 4,654 Est. Cost $1461.89 Unrealized
MSGS Madison Square Garden Co Cl A 0.1%
Value ($000) $117 Shares 445 Est. Cost $196.08 Unrealized 0.0%
MA MASTERCARD INCORPORATED CL A 0.0%
Value ($000) $111 Shares 408 Est. Cost $180.95 Unrealized +47.1%
SPDR SSGA Gender Divrsty Indx ETF 0.0%
Value ($000) $110 Shares 1,500 Est. Cost $73.33 Unrealized
LAM RESEARCH CORP 0.0%
Value ($000) $107 Shares 464 Est. Cost $7482.01 Unrealized
ISHARES CORE DIVIDEND GROWTH ETF 0.0%
Value ($000) $106 Shares 2,714 Est. Cost $34.19 Unrealized
SPLV INVESCO S AND P 500 LOW VOL 0.0%
Value ($000) $105 Shares 1,811 Est. Cost $52.69 Unrealized
V VISA INC COM CL A 0.0%
Value ($000) $102 Shares 590 Est. Cost $105.97 Unrealized +60.7%
UNILEVER N V N Y SHS NEW 0.0%
Value ($000) $102 Shares 1,700 Est. Cost $48.91 Unrealized
ROP ROPER TECHNOLOGIES INC COM 0.0%
Value ($000) $102 Shares 285 Est. Cost $345.99 Unrealized +1.1%
EVERTEC Inc 0.0%
Value ($000) $101 Shares 3,226 Est. Cost $31.31 Unrealized
VMC VULCAN MATLS CO COM 0.0%
Value ($000) $101 Shares 670 Est. Cost $133.33 Unrealized +0.3%
TransUnion 0.0%
Value ($000) $99 Shares 1,225 Est. Cost $80.82 Unrealized
VANGUARD RUSSELL 1000 GROWTH ETF 0.0%
Value ($000) $98 Shares 599 Est. Cost $156.30 Unrealized
FISV Fiserv Inc 0.0%
Value ($000) $98 Shares 950 Est. Cost $102.09 Unrealized 0.0%
SEE Sealed Air Corp New 0.0%
Value ($000) $96 Shares 2,311 Est. Cost $37.59 Unrealized 0.0%
Sirius XM Holdings Inc 0.0%
Value ($000) $95 Shares 15,160 Est. Cost $6.27 Unrealized
Liberty Media Corp Liberty Formula One 0.0%
Value ($000) $95 Shares 2,285 Est. Cost $41.58 Unrealized
ISHARES EDGE MSCI USA VALUE FCTR 0.0%
Value ($000) $94 Shares 1,149 Est. Cost $81.98 Unrealized
OKE ONEOK INC NEW 0.0%
Value ($000) $89 Shares 1,207 Est. Cost $44.52 Unrealized +4.7%
GrubHub Inc 0.0%
Value ($000) $88 Shares 1,567 Est. Cost $56.16 Unrealized
CHD CHURCH DWIGHT INC COM 0.0%
Value ($000) $85 Shares 1,130 Est. Cost $68.39 Unrealized +2.7%
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.0%
Value ($000) $84 Shares 2,082 Est. Cost $23090.80 Unrealized
PYPL PAYPAL HOLDINGS INC 0.0%
Value ($000) $82 Shares 794 Est. Cost $109.21 Unrealized +0.6%
MSI Motorola Solutions Inc 0.0%
Value ($000) $81 Shares 475 Est. Cost $157.75 Unrealized 0.0%
FIRST TST NASDAQ TECH DIVI INDEX 0.0%
Value ($000) $81 Shares 2,009 Est. Cost $38.33 Unrealized
WAB WABTEC CORP COM 0.0%
Value ($000) $80 Shares 1,111 Est. Cost $68.49 Unrealized -0.0%
T ATT INC COM 0.0%
Value ($000) $80 Shares 2,127 Est. Cost $15.48 Unrealized +9.8%
VB VANGUARD SMALLCAP INDEX FUND 0.0%
Value ($000) $78 Shares 504 Est. Cost $133.00 Unrealized
BIP BROOKFIELD INFRAST PARTNERS LP LP INT UNIT 0.0%
Value ($000) $77 Shares 1,549 Est. Cost $38.73 Unrealized
EW EDWARDS LIFESCIENCES CORP COM 0.0%
Value ($000) $76 Shares 345 Est. Cost $59.75 Unrealized +17.6%
BIOGEN INC COM 0.0%
Value ($000) $75 Shares 322 Est. Cost $314.17 Unrealized
YUM YUM BRANDS INC COM 0.0%
Value ($000) $75 Shares 658 Est. Cost $92.75 Unrealized +9.5%
BHP BHP BILLITON LTD ADR 0.0%
Value ($000) $74 Shares 1,500 Est. Cost $31942.00 Unrealized
Marvell Technology Group 0.0%
Value ($000) $74 Shares 2,952 Est. Cost $25.07 Unrealized
MCD MCDONALDS CORP COM 0.0%
Value ($000) $74 Shares 344 Est. Cost $177.19 Unrealized +4.3%
Broadcom Inc 0.0%
Value ($000) $73 Shares 266 Est. Cost $274.44 Unrealized
CGBD TCG BDC Inc 0.0%
Value ($000) $73 Shares 5,057 Est. Cost $6.37 Unrealized +1.3%
MDT Medtronic PLC 0.0%
Value ($000) $72 Shares 659 Est. Cost $84.67 Unrealized +3.4%
BKNG Booking Holdings Inc 0.0%
Value ($000) $69 Shares 35 Est. Cost $1897.18 Unrealized +0.4%
AMT AMERICAN TOWER CORP NEW COM 0.0%
Value ($000) $68 Shares 308 Est. Cost $125.04 Unrealized +46.7%
MCO Moodys Corp 0.0%
Value ($000) $67 Shares 325 Est. Cost $198.70 Unrealized 0.0%
NTR NUTRIEN LTD 0.0%
Value ($000) $66 Shares 1,313 Est. Cost $41.54 Unrealized -1.2%
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $65 Shares 810 Est. Cost $60.96 Unrealized
PZZA Papa Johns Intl Inc 0.0%
Value ($000) $64 Shares 1,216 Est. Cost $40.17 Unrealized 0.0%
Liberty Braves Group 0.0%
Value ($000) $63 Shares 2,268 Est. Cost $27.78 Unrealized
CDW CorpDE 0.0%
Value ($000) $62 Shares 503 Est. Cost $123.26 Unrealized
ALIBABA GROUP HOLDING LTD 0.0%
Value ($000) $62 Shares 369 Est. Cost $61650.69 Unrealized
MANU Manchester United PLC Cl A 0.0%
Value ($000) $62 Shares 3,775 Est. Cost $17.59 Unrealized 0.0%
URI United Rentals Inc 0.0%
Value ($000) $61 Shares 488 Est. Cost $117.42 Unrealized 0.0%
UBS AG FI ENHANCED LARGE CAP GROWTH ETN 0.0%
Value ($000) $61 Shares 221 Est. Cost $190.05 Unrealized
DHR DANAHER CORP DEL COM 0.0%
Value ($000) $61 Shares 425 Est. Cost $100.44 Unrealized +21.2%
DUKE ENERGY CORP NEW COM NEW 0.0%
Value ($000) $60 Shares 623 Est. Cost $1075.53 Unrealized
ETN Eaton Corp plc 0.0%
Value ($000) $60 Shares 720 Est. Cost $72.11 Unrealized 0.0%
CALY Callaway Golf Co 0.0%
Value ($000) $60 Shares 3,097 Est. Cost $18.13 Unrealized 0.0%
ASML ASML HLDG NV 0.0%
Value ($000) $58 Shares 235 Est. Cost $243.59 Unrealized
REGL PROSHARES S AND P MIDCAP 400 DIV 0.0%
Value ($000) $58 Shares 1,003 Est. Cost $56.83 Unrealized
INTU INTUIT COM 0.0%
Value ($000) $57 Shares 215 Est. Cost $261.57 Unrealized +0.9%
EOG EOG RES INC COM 0.0%
Value ($000) $56 Shares 749 Est. Cost $61.99 Unrealized -0.8%
OneSpaWorld Holdings Ltd 0.0%
Value ($000) $55 Shares 3,518 Est. Cost $15.63 Unrealized
RSP INVESCO S AND P 500 EQUAL WEIGHT 0.0%
Value ($000) $54 Shares 500 Est. Cost $61705.60 Unrealized
LIND Capital Acquisition Corp II 0.0%
Value ($000) $53 Shares 3,159 Est. Cost $18.18 Unrealized 0.0%
BSV VANGUARD SHORT TERM BOND ETF 0.0%
Value ($000) $53 Shares 651 Est. Cost $49817.83 Unrealized
HEDJ WISDOMTREE EUROPE HEDGED EQUITY 0.0%
Value ($000) $52 Shares 772 Est. Cost $10997.80 Unrealized
ZBH ZIMMER BIOMET HLDGS INC COM 0.0%
Value ($000) $52 Shares 377 Est. Cost $121.59 Unrealized +0.8%
ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF 0.0%
Value ($000) $51 Shares 875 Est. Cost $55.04 Unrealized
Liberty Media Corp Liberty Formula One 0.0%
Value ($000) $51 Shares 1,297 Est. Cost $39.32 Unrealized
BMY BRISTOL MYERS SQUIBB CO COM 0.0%
Value ($000) $50 Shares 985 Est. Cost $37.64 Unrealized -2.3%
MAR Marriott Intl Inc New 0.0%
Value ($000) $50 Shares 400 Est. Cost $126.71 Unrealized 0.0%
IBM INTERNATIONAL BUSINESS MACHS COM 0.0%
Value ($000) $49 Shares 334 Est. Cost $102.13 Unrealized +0.3%
WHR Whirlpool Corp 0.0%
Value ($000) $48 Shares 300 Est. Cost $143.57 Unrealized 0.0%
LOW LOWES COS INC COM 0.0%
Value ($000) $48 Shares 435 Est. Cost $88.63 Unrealized +6.1%
Seacor Marine Holdings 0.0%
Value ($000) $48 Shares 3,800 Est. Cost $12.63 Unrealized
LEA Lear Corp 0.0%
Value ($000) $47 Shares 400 Est. Cost $106.65 Unrealized 0.0%
ABBV AbbVie Inc 0.0%
Value ($000) $47 Shares 625 Est. Cost $52.86 Unrealized -0.5%
MTN Vail Resorts Inc 0.0%
Value ($000) $46 Shares 200 Est. Cost $222.15 Unrealized +6.3%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.0%
Value ($000) $46 Shares 1,112 Est. Cost $37.19 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 0.0%
Value ($000) $45 Shares 743 Est. Cost $64.76 Unrealized
UNITED TECH 0.0%
Value ($000) $44 Shares 320 Est. Cost $136.93 Unrealized
FIDELITY NATL INFORMATION SVCS COM 0.0%
Value ($000) $44 Shares 333 Est. Cost $123.89 Unrealized
FDN FIRST TRUST DJ INTERNET INDEX FD 0.0%
Value ($000) $43 Shares 316 Est. Cost $139.24 Unrealized
KMI KINDER MORGAN INC DEL COM 0.0%
Value ($000) $43 Shares 2,100 Est. Cost $13.87 Unrealized +1.5%
IQV IQVIA Holdings Inc 0.0%
Value ($000) $43 Shares 288 Est. Cost $155.62 Unrealized 0.0%
WMT WALMART INC 0.0%
Value ($000) $43 Shares 366 Est. Cost $32.75 Unrealized +5.2%
BA THE BOEING CO 0.0%
Value ($000) $43 Shares 113 Est. Cost $375.20 Unrealized -6.1%
CI Cigna Corp 0.0%
Value ($000) $43 Shares 280 Est. Cost $148.86 Unrealized 0.0%
LEN Lennar Corp Class A 0.0%
Value ($000) $42 Shares 750 Est. Cost $44.86 Unrealized 0.0%
EPD ENTERPRISE PRODUCTS PTNRS LP 0.0%
Value ($000) $41 Shares 1,450 Est. Cost $28.33 Unrealized
Moelis and Co Cl A 0.0%
Value ($000) $41 Shares 1,239 Est. Cost $33.09 Unrealized
Oracle Corp 0.0%
Value ($000) $40 Shares 726 Est. Cost $55.10 Unrealized
PG PROCTER AND GAMBLE CO COM 0.0%
Value ($000) $40 Shares 320 Est. Cost $80.56 Unrealized +25.4%
INOD INNODATA INC COM NEW 0.0%
Value ($000) $40 Shares 30,273 Est. Cost $2.26 Unrealized -46.4%
HAS Hasbro Inc 0.0%
Value ($000) $39 Shares 325 Est. Cost $89.43 Unrealized 0.0%
WAT WATERS CORP 0.0%
Value ($000) $38 Shares 170 Est. Cost $227.86 Unrealized -5.3%
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $38 Shares 682 Est. Cost $44.65 Unrealized +4.6%
KKR KKR and Co Inc 0.0%
Value ($000) $38 Shares 1,418 Est. Cost $24.68 Unrealized 0.0%
UNITEDHEALTH GROUP INC COM 0.0%
Value ($000) $38 Shares 175 Est. Cost $222.10 Unrealized
TJX TJX COS INC NEW COM 0.0%
Value ($000) $37 Shares 671 Est. Cost $46.73 Unrealized +7.2%
CHTR Charter Communications A 0.0%
Value ($000) $35 Shares 84 Est. Cost $403.56 Unrealized 0.0%
Molson Coors Brewing Co 0.0%
Value ($000) $35 Shares 600 Est. Cost $58.33 Unrealized
SUNTRUST BANKS INC 0.0%
Value ($000) $34 Shares 500 Est. Cost $61.94 Unrealized
TFI SPDR NUVEEN BLOOMBERG BARCLAYS MUNI BD ETF 0.0%
Value ($000) $33 Shares 646 Est. Cost $1061.42 Unrealized
EMR EMERSON ELEC CO COM 0.0%
Value ($000) $33 Shares 500 Est. Cost $54.49 Unrealized -0.3%
MUB ISHARES NATIONAL MUNI BOND ETF 0.0%
Value ($000) $32 Shares 277 Est. Cost $5416.70 Unrealized
ADSK AUTODESK INC COM 0.0%
Value ($000) $31 Shares 208 Est. Cost $148.51 Unrealized +4.8%
ICF ISHARES COHEN AND STEERS REIT ET 0.0%
Value ($000) $31 Shares 259 Est. Cost $111.97 Unrealized
CCK Crown Holdings Inc 0.0%
Value ($000) $31 Shares 476 Est. Cost $60.88 Unrealized 0.0%
CCL CARNIVAL CORP PAIRED CTF 0.0%
Value ($000) $31 Shares 700 Est. Cost $47.30 Unrealized -5.3%
PEP PEPSICO INC COM 0.0%
Value ($000) $30 Shares 219 Est. Cost $92.95 Unrealized +17.6%
Activision Blizzard Inc 0.0%
Value ($000) $29 Shares 540 Est. Cost $53.70 Unrealized
FXI ISHARES CHINA LARGECAP ETF 0.0%
Value ($000) $29 Shares 731 Est. Cost $38.75 Unrealized
VNQ VANGUARD REAL ESTATE ETF 0.0%
Value ($000) $29 Shares 306 Est. Cost $87.68 Unrealized
ILMN ILLUMINA INC COM 0.0%
Value ($000) $29 Shares 96 Est. Cost $292.57 Unrealized +0.7%
WEC WEC ENERGY GROUP INC 0.0%
Value ($000) $29 Shares 302 Est. Cost $60.81 Unrealized +20.9%
SWK STANLEY BLACK AND DECKER INC 0.0%
Value ($000) $29 Shares 200 Est. Cost $116.50 Unrealized +0.2%
SCHW SCHWAB CHARLES CORP NEW COM 0.0%
Value ($000) $28 Shares 665 Est. Cost $42.33 Unrealized -12.8%
Liberty SiriusXM Group 0.0%
Value ($000) $28 Shares 657 Est. Cost $42.62 Unrealized
CEDAR FAIR LP DEP UNITS 0.0%
Value ($000) $26 Shares 446 Est. Cost $57.92 Unrealized
DXJ WISDOMTREE JAPAN HEDGED EQUITY FUND 0.0%
Value ($000) $26 Shares 506 Est. Cost $52.53 Unrealized
Gen Motors Co 0.0%
Value ($000) $26 Shares 700 Est. Cost $37.14 Unrealized
IFF Intl Flavors and Fragrances Inc 0.0%
Value ($000) $25 Shares 200 Est. Cost $107.39 Unrealized 0.0%
Seaworld Entmt Inc 0.0%
Value ($000) $25 Shares 931 Est. Cost $26.85 Unrealized
CPB Campbell Soup Co 0.0%
Value ($000) $25 Shares 530 Est. Cost $35.04 Unrealized 0.0%
XLY Consumer Disc Select Sector SPDR Fd 0.0%
Value ($000) $23 Shares 188 Est. Cost $118978.73 Unrealized
IBB ISHARES NASDAQ BIOTECHNOLOGY INDEX FUND 0.0%
Value ($000) $23 Shares 228 Est. Cost $4435.96 Unrealized
FAST FASTENAL CO COM 0.0%
Value ($000) $23 Shares 694 Est. Cost $13.07 Unrealized +1.3%
LVS Las Vegas Sands Corp 0.0%
Value ($000) $23 Shares 400 Est. Cost $53.36 Unrealized 0.0%
BGC PARTNERS INC CL A 0.0%
Value ($000) $22 Shares 4,000 Est. Cost $14.50 Unrealized
XBI SPDR SP BIOTECH ETF 0.0%
Value ($000) $22 Shares 294 Est. Cost $73.48 Unrealized
PLD Prologis Inc 0.0%
Value ($000) $22 Shares 256 Est. Cost $69.27 Unrealized 0.0%
AMAT APPLIED MATLS INC COM 0.0%
Value ($000) $22 Shares 438 Est. Cost $44.99 Unrealized +0.8%
AQUA AMERICA INC COM 0.0%
Value ($000) $22 Shares 498 Est. Cost $34.48 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $22 Shares 400 Est. Cost $55.84 Unrealized
Liberty Global PLC Cl C 0.0%
Value ($000) $22 Shares 942 Est. Cost $23.35 Unrealized
ARISTA NETWORKS INC 0.0%
Value ($000) $20 Shares 84 Est. Cost $238.57 Unrealized
XLE ENERGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $20 Shares 338 Est. Cost $70.43 Unrealized
FVD First Trust Value Line Dividend Index Fund 0.0%
Value ($000) $19 Shares 537 Est. Cost $35.38 Unrealized
LBRDA Liberty Broadband Ser A 0.0%
Value ($000) $19 Shares 182 Est. Cost $96.73 Unrealized 0.0%
Barclays ETN Select MLP 0.0%
Value ($000) $18 Shares 998 Est. Cost $18.04 Unrealized
AAXJ ISHARES MSCI ALL COUNTRY ASIA 0.0%
Value ($000) $17 Shares 250 Est. Cost $64.00 Unrealized
NEWMARK GROUP INC CL A 0.0%
Value ($000) $17 Shares 1,855 Est. Cost $8.09 Unrealized
ESLT Elbit Systems Ltd 0.0%
Value ($000) $16 Shares 100 Est. Cost $147.64 Unrealized 0.0%
DPZ Dominos Pizza Inc 0.0%
Value ($000) $16 Shares 66 Est. Cost $229.54 Unrealized 0.0%
DEO DIAGEO P L C SPON ADR NEW 0.0%
Value ($000) $16 Shares 100 Est. Cost $142.09 Unrealized
KO COCA COLA CO COM 0.0%
Value ($000) $16 Shares 294 Est. Cost $35.42 Unrealized +24.1%
TRIP TripAdvisor Inc 0.0%
Value ($000) $16 Shares 401 Est. Cost $37.05 Unrealized 0.0%
AMERICAN AIRLS GROUP INC COM 0.0%
Value ($000) $15 Shares 555 Est. Cost $41.61 Unrealized
DOW Dow Inc 0.0%
Value ($000) $14 Shares 288 Est. Cost $33.84 Unrealized -3.3%
EXXON MOBIL CORP COM 0.0%
Value ($000) $13 Shares 184 Est. Cost $42003.93 Unrealized
UAA Under Armour Inc Cl A 0.0%
Value ($000) $12 Shares 585 Est. Cost $22.06 Unrealized 0.0%
SRPT Sarepta Therapeutics Inc 0.0%
Value ($000) $12 Shares 160 Est. Cost $118.10 Unrealized 0.0%
FIRST TST LG CP CR ALPHADEX FD 0.0%
Value ($000) $12 Shares 202 Est. Cost $59.70 Unrealized
NKE Nike Inc Cl B 0.0%
Value ($000) $12 Shares 126 Est. Cost $78.03 Unrealized +0.9%
HOV Hovnanian Enterprises Inc Cl A 0.0%
Value ($000) $12 Shares 600 Est. Cost $12.12 Unrealized -21.3%
WMB WILLIAMS COS INC DEL COM 0.0%
Value ($000) $12 Shares 500 Est. Cost $17.76 Unrealized -0.7%
WDC WESTERN DIGITAL CORP COM 0.0%
Value ($000) $11 Shares 188 Est. Cost $51.21 Unrealized -19.4%
EL ESTEE LAUDER COS INCTHE 0.0%
Value ($000) $11 Shares 54 Est. Cost $150.20 Unrealized +17.2%
UNP UNION PAC CORP COM 0.0%
Value ($000) $11 Shares 68 Est. Cost $137.92 Unrealized +5.7%
ACGL Arch Capital Group Ltd 0.0%
Value ($000) $11 Shares 252 Est. Cost $37.49 Unrealized 0.0%
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 0.0%
Value ($000) $11 Shares 162 Est. Cost $66.24 Unrealized
Liberty Braves Group 0.0%
Value ($000) $10 Shares 373 Est. Cost $26.81 Unrealized
BUD ANHEUSER BUSCH INBEV NV 0.0%
Value ($000) $10 Shares 109 Est. Cost $84.13 Unrealized
Costco Wholesale Corp 0.0%
Value ($000) $10 Shares 33 Est. Cost $264259.62 Unrealized
REG Regency Ctrs Corp 0.0%
Value ($000) $8 Shares 108 Est. Cost $51.03 Unrealized 0.0%
Goldman Sachs Group Inc 0.0%
Value ($000) $8 Shares 39 Est. Cost $205.13 Unrealized
AEP American Electric Pwr Co Inc 0.0%
Value ($000) $8 Shares 83 Est. Cost $72.44 Unrealized 0.0%
NEE NEXTERA ENERGY INC 0.0%
Value ($000) $7 Shares 32 Est. Cost $38.59 Unrealized +19.8%
ADBE Adobe Inc 0.0%
Value ($000) $7 Shares 24 Est. Cost $277.72 Unrealized +5.1%
C Citigroup Inc 0.0%
Value ($000) $7 Shares 99 Est. Cost $53.58 Unrealized +1.1%
CAG ConAgra Brands Inc 0.0%
Value ($000) $7 Shares 213 Est. Cost $22.18 Unrealized 0.0%
SVB FINL GROUP COM 0.0%
Value ($000) $7 Shares 33 Est. Cost $244.90 Unrealized
TXN TEXAS INSTRS INC COM 0.0%
Value ($000) $7 Shares 52 Est. Cost $76.15 Unrealized +35.1%
FIRST TST SENIOR LOAN ETF 0.0%
Value ($000) $7 Shares 155 Est. Cost $46.73 Unrealized
IGIB iShares Intermediate Term Corp 0.0%
Value ($000) $7 Shares 124 Est. Cost $56951.61 Unrealized
GIS GENERAL MILLS INC 0.0%
Value ($000) $7 Shares 126 Est. Cost $35.78 Unrealized +21.3%
Intrexon Corp 0.0%
Value ($000) $6 Shares 1,000 Est. Cost $6.00 Unrealized
Investors Bancorp Inc 0.0%
Value ($000) $6 Shares 532 Est. Cost $11.28 Unrealized
NVO NovoNordisk AS Spons ADR 0.0%
Value ($000) $6 Shares 109 Est. Cost $23442.64 Unrealized
NI NiSource Inc 0.0%
Value ($000) $6 Shares 196 Est. Cost $23.74 Unrealized 0.0%
Allergan plc 0.0%
Value ($000) $6 Shares 37 Est. Cost $167418.61 Unrealized
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.0%
Value ($000) $6 Shares 32 Est. Cost $149.13 Unrealized +18.4%
Everest Re Group Ltd 0.0%
Value ($000) $6 Shares 21 Est. Cost $141360.55 Unrealized
ARK INNOVATION ETF 0.0%
Value ($000) $6 Shares 150 Est. Cost $46.15 Unrealized
RBCAA Republic Bancorp IncKY A 0.0%
Value ($000) $6 Shares 135 Est. Cost $45.55 Unrealized 0.0%
ROST Ross Stores Inc 0.0%
Value ($000) $6 Shares 56 Est. Cost $96.55 Unrealized +2.6%
Raytheon Co 0.0%
Value ($000) $6 Shares 32 Est. Cost $141316.40 Unrealized
PGR Progressive Corp OH 0.0%
Value ($000) $6 Shares 79 Est. Cost $63.47 Unrealized +1.8%
PM PHILIP MORRIS INTL INC COM 0.0%
Value ($000) $6 Shares 75 Est. Cost $57.98 Unrealized -2.2%
KTOS Kratos Defense and Security Solutions 0.0%
Value ($000) $6 Shares 331 Est. Cost $20.99 Unrealized 0.0%
Synchrony Financial 0.0%
Value ($000) $6 Shares 168 Est. Cost $35.71 Unrealized
FNF FNF Group 0.0%
Value ($000) $6 Shares 146 Est. Cost $29.97 Unrealized +4.5%
DAL Delta Air Lines Inc 0.0%
Value ($000) $5 Shares 92 Est. Cost $54.59 Unrealized +3.9%
TSM Taiwan Semiconductor Mfg Co 0.0%
Value ($000) $5 Shares 107 Est. Cost $39168.22 Unrealized
DG Dollar General Corp 0.0%
Value ($000) $5 Shares 30 Est. Cost $132.79 Unrealized 0.0%
SEIC SEI INVESTMENTS CO COM 0.0%
Value ($000) $5 Shares 85 Est. Cost $60.18 Unrealized -11.7%
BXMT BLACKSTONE MTG TR INC COM CL A 0.0%
Value ($000) $5 Shares 150 Est. Cost $33.33 Unrealized
Zoetis Inc 0.0%
Value ($000) $5 Shares 40 Est. Cost $125.00 Unrealized
GENERAL ELECTRIC CO COM 0.0%
Value ($000) $5 Shares 561 Est. Cost $4348.95 Unrealized
VOD VODAFONE GROUP PLC NEW SPONSORED ADR 0.0%
Value ($000) $5 Shares 227 Est. Cost $19.03 Unrealized
ELV Anthem Inc 0.0%
Value ($000) $5 Shares 22 Est. Cost $251.15 Unrealized +0.1%
LBTYAUSD Liberty Global Plc Cl A 0.0%
Value ($000) $5 Shares 201 Est. Cost $24.88 Unrealized
MCHP Microchip Technology Inc 0.0%
Value ($000) $5 Shares 55 Est. Cost $39.20 Unrealized +2.5%
CBRE Group Inc 0.0%
Value ($000) $5 Shares 88 Est. Cost $9954.93 Unrealized
LLY Eli Lilly and Co 0.0%
Value ($000) $4 Shares 38 Est. Cost $108.01 Unrealized -4.9%
MGA Magna Intl Cl A 0.0%
Value ($000) $4 Shares 82 Est. Cost $40.64 Unrealized 0.0%
CHKP Check Point Software Techonologies Ltd 0.0%
Value ($000) $4 Shares 36 Est. Cost $118.07 Unrealized -5.5%
Altria Group Inc 0.0%
Value ($000) $4 Shares 87 Est. Cost $45.98 Unrealized
NSC Norfolk Southern Corp 0.0%
Value ($000) $4 Shares 23 Est. Cost $161.51 Unrealized 0.0%
CSX CSX Corp 0.0%
Value ($000) $4 Shares 55 Est. Cost $23.56 Unrealized -9.3%
VFC V F Corp 0.0%
Value ($000) $4 Shares 40 Est. Cost $86.16 Unrealized -0.8%
BlackRock Inc 0.0%
Value ($000) $4 Shares 10 Est. Cost $469303.03 Unrealized
KAYNE ANDERSON MIDSTEAM ENERGY FD 0.0%
Value ($000) $4 Shares 381 Est. Cost $433.48 Unrealized
PSX Phillips 66 0.0%
Value ($000) $4 Shares 35 Est. Cost $68.50 Unrealized +12.8%
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $4 Shares 107 Est. Cost $9748.60 Unrealized
CUBE CubeSmart 0.0%
Value ($000) $4 Shares 110 Est. Cost $36.36 Unrealized
KAYNE ANDERSON MLP MIDSTREAM I 0.0%
Value ($000) $4 Shares 264 Est. Cost $479.09 Unrealized
ADP Automatic Data Processing Inc 0.0%
Value ($000) $4 Shares 24 Est. Cost $143.97 Unrealized 0.0%
COTT CORP QUE COM 0.0%
Value ($000) $4 Shares 308 Est. Cost $16.61 Unrealized
UNM UNUM GROUP 0.0%
Value ($000) $4 Shares 118 Est. Cost $41.72 Unrealized -28.8%
GLOBAL X ROBOTICS AND ARTIFICIAL INTELLIGENCE THEMATIC ETF 0.0%
Value ($000) $4 Shares 203 Est. Cost $19.70 Unrealized
Xilinx Inc 0.0%
Value ($000) $4 Shares 46 Est. Cost $20571.83 Unrealized
INSM Insmed Inc 0.0%
Value ($000) $4 Shares 202 Est. Cost $19.31 Unrealized 0.0%
WH Wyndham Hotels & Resorts Inc 0.0%
Value ($000) $3 Shares 66 Est. Cost $54.66 Unrealized 0.0%
VRTX Vertex Pharmaceuticals 0.0%
Value ($000) $3 Shares 17 Est. Cost $176.41 Unrealized +0.3%
Wyndham Destinations Inc 0.0%
Value ($000) $3 Shares 66 Est. Cost $45.45 Unrealized
ZG Zillow Group Inc 0.0%
Value ($000) $3 Shares 100 Est. Cost $39.64 Unrealized 0.0%
CAT Caterpillar Inc 0.0%
Value ($000) $3 Shares 25 Est. Cost $114.70 Unrealized -3.1%
CHUBB LTD 0.0%
Value ($000) $3 Shares 21 Est. Cost $141.54 Unrealized
APOLLO SENIOR FLOATING RATE FUND 0.0%
Value ($000) $3 Shares 210 Est. Cost $299.97 Unrealized
Celgene Corp 0.0%
Value ($000) $3 Shares 34 Est. Cost $92440.11 Unrealized
Linde PLC 0.0%
Value ($000) $3 Shares 18 Est. Cost $200806.45 Unrealized
Discovery Inc A 0.0%
Value ($000) $3 Shares 122 Est. Cost $24.59 Unrealized
CRMD CORMEDIX INC 0.0%
Value ($000) $3 Shares 400 Est. Cost $9.02 Unrealized -6.9%
USFD US Foods Holding Corp 0.0%
Value ($000) $3 Shares 77 Est. Cost $38.60 Unrealized 0.0%
AZN AstraZeneca PLC 0.0%
Value ($000) $3 Shares 60 Est. Cost $41283.33 Unrealized
Berry Global Group Inc 0.0%
Value ($000) $2 Shares 43 Est. Cost $46.51 Unrealized
ULTA Ulta Salon Cosmetics and Fragrance Inc 0.0%
Value ($000) $2 Shares 8 Est. Cost $306.82 Unrealized 0.0%
PROSPECT ENERGY CORP 0.0%
Value ($000) $2 Shares 319 Est. Cost $6.53 Unrealized
VXUS VANGUARD TOTAL INTL STOCK ETF 0.0%
Value ($000) $2 Shares 46 Est. Cost $1180.08 Unrealized
USB US Bancorp New 0.0%
Value ($000) $2 Shares 40 Est. Cost $38.93 Unrealized +5.6%
PRU PRUDENTIAL FINL INC COM 0.0%
Value ($000) $2 Shares 22 Est. Cost $70.91 Unrealized -7.3%
EA Electronic Arts 0.0%
Value ($000) $2 Shares 25 Est. Cost $91.34 Unrealized 0.0%
FFIV F5 Networks Inc 0.0%
Value ($000) $2 Shares 16 Est. Cost $138.28 Unrealized 0.0%
MCHI ISHARES MSCI CHINA ETF 0.0%
Value ($000) $2 Shares 30 Est. Cost $66.67 Unrealized
ROK Rockwell Automation Inc 0.0%
Value ($000) $2 Shares 14 Est. Cost $149.90 Unrealized -5.9%
FTV Fortive Corp WI 0.0%
Value ($000) $2 Shares 30 Est. Cost $50.50 Unrealized -11.2%
WLK Westlake Chemical Corp 0.0%
Value ($000) $2 Shares 37 Est. Cost $57.99 Unrealized 0.0%
VGT VANGUARD INFORMATION TECHNOLOGY INDEX FUND 0.0%
Value ($000) $2 Shares 8 Est. Cost $170.73 Unrealized
Citrix Systems Inc 0.0%
Value ($000) $2 Shares 18 Est. Cost $111.11 Unrealized
Canopy Growth Corp 0.0%
Value ($000) $2 Shares 109 Est. Cost $18.35 Unrealized
MKL Markel Corp 0.0%
Value ($000) $2 Shares 2 Est. Cost $1047.93 Unrealized +8.4%
NVDA NVIDIA Corp 0.0%
Value ($000) $1 Shares 5 Est. Cost $4.12 Unrealized +1.6%
FedEx Corp 0.0%
Value ($000) $1 Shares 10 Est. Cost $164189.19 Unrealized
BND VANGUARD TOTAL BOND MARKET INDEX FUND 0.0%
Value ($000) $1 Shares 12 Est. Cost $90.28 Unrealized
SvcNow Inc 0.0%
Value ($000) $1 Shares 5 Est. Cost $274600.00 Unrealized
JLL Jones Lang Lasalle Inc 0.0%
Value ($000) $1 Shares 10 Est. Cost $138.16 Unrealized 0.0%
REVOLUTION LIGHTING TECHNOLOGI COM NEW 0.0%
Value ($000) $1 Shares 3,305 Est. Cost $3.53 Unrealized
WHITING PETROLEUM CORP 0.0%
Value ($000) $1 Shares 100 Est. Cost $30.00 Unrealized
GPRO GoPro Inc Cl A 0.0%
Value ($000) $1 Shares 230 Est. Cost $4.69 Unrealized 0.0%
ABUS Arbutus Biopharma Corp 0.0%
Value ($000) $0 Shares 100 Est. Cost $2.56 Unrealized -32.6%
AquaBounty Tech WI 0.0%
Value ($000) $0 Shares 14 Est. Cost Unrealized
Teligent Inc 0.0%
Value ($000) $0 Shares 465 Est. Cost 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 $6.85 Unrealized 0.0%
Advaxis Inc 0.0%
Value ($000) $0 Shares 33 Est. Cost $2090.91 Unrealized
NAVBQ Navidea Biopharm Inc 0.0%
Value ($000) $0 Shares 10 Est. Cost $600.00 Unrealized