Sterling Investment Advisors, Ltd. Diversified Active

CIK: 0001701132 · Show all filings

Period: Q2 2018 (← Previous) (Next →)

Filing Date: Jul 26, 2018

Total Value ($000): $169,353 (100.0% shares, 0.0% debt)

Holdings (404)

AAPL Apple, Inc. 6.1%
Value ($000) $10,324 Shares 55,773 Est. Cost $26.09 Unrealized +63.9%
GMED Globus Medical, Inc. 4.1%
Value ($000) $6,889 Shares 136,528 Est. Cost $22.72 Unrealized +129.5%
ITOT iShares Core S&P Small-Cap ETF 3.9%
Value ($000) $6,666 Shares 79,880 Est. Cost $99.74 Unrealized
PFF iShares S&P US Preferred Stock Index ETF 3.4%
Value ($000) $5,693 Shares 150,974 Est. Cost $37.21 Unrealized
AMZN Amazon.com, Inc. 3.1%
Value ($000) $5,174 Shares 3,044 Est. Cost $39.18 Unrealized +102.6%
CWB SPDR Barclays Convertible Securities ETF 2.8%
Value ($000) $4,780 Shares 90,170 Est. Cost $45.85 Unrealized
DowDuPont, Inc. 2.3%
Value ($000) $3,902 Shares 59,200 Est. Cost $69.23 Unrealized
VZ Verizon Communications, Inc. 2.3%
Value ($000) $3,867 Shares 76,882 Est. Cost $31.11 Unrealized +3.5%
GOOGL Alphabet, Inc. Class A 2.3%
Value ($000) $3,851 Shares 3,411 Est. Cost $39.86 Unrealized +35.4%
Visa, Inc. 2.1%
Value ($000) $3,581 Shares 27,039 Est. Cost $78.64 Unrealized
IJH iShares S&P Mid Cap 400 Index ETF 1.9%
Value ($000) $3,267 Shares 9,646 Est. Cost $290.14 Unrealized
MSFT Microsoft Corp. 1.8%
Value ($000) $3,075 Shares 31,192 Est. Cost $53.94 Unrealized +66.4%
ROBO Robo Global Robotics & Automation ETF 1.8%
Value ($000) $3,058 Shares 76,450 Est. Cost $41.21 Unrealized
JNJ Johnson & Johnson 1.5%
Value ($000) $2,559 Shares 21,094 Est. Cost $92.33 Unrealized +9.1%
BRK/B Berkshire Hathaway B 1.5%
Value ($000) $2,535 Shares 13,585 Est. Cost $156.06 Unrealized +24.9%
GLD SPDR Gold Shares ETF 1.4%
Value ($000) $2,436 Shares 20,531 Est. Cost $118.66 Unrealized
JPM J.P. Morgan Chase & Co. 1.4%
Value ($000) $2,396 Shares 23,001 Est. Cost $63.94 Unrealized +39.2%
AMGN Amgen, Inc. 1.4%
Value ($000) $2,370 Shares 12,841 Est. Cost $115.33 Unrealized +21.6%
FNX First Trust Mid Cap Core AlphaDEX ETF 1.3%
Value ($000) $2,191 Shares 32,012 Est. Cost $56.99 Unrealized
NKE Nike, Inc. 1.2%
Value ($000) $2,101 Shares 26,375 Est. Cost $48.35 Unrealized +32.0%
Aetna, Inc. 1.1%
Value ($000) $1,901 Shares 10,360 Est. Cost $124.03 Unrealized
PG Procter & Gamble 1.1%
Value ($000) $1,851 Shares 23,720 Est. Cost $66.73 Unrealized -7.4%
3M Company 1.1%
Value ($000) $1,847 Shares 9,390 Est. Cost $179.76 Unrealized
GSBD Goldman Sachs BDC, Inc. 1.1%
Value ($000) $1,845 Shares 90,100 Est. Cost $22.52 Unrealized -10.8%
BlackRock, Inc. 1.1%
Value ($000) $1,842 Shares 3,693 Est. Cost $383.24 Unrealized
LOW Lowe's Companies Inc. 1.1%
Value ($000) $1,820 Shares 19,050 Est. Cost $60.16 Unrealized +30.8%
AKAM Akamai Technologies, Inc. 1.0%
Value ($000) $1,772 Shares 24,200 Est. Cost $52.77 Unrealized +42.2%
GDX VanEck Vectors Gold Miners ETF 1.0%
Value ($000) $1,752 Shares 78,550 Est. Cost $22.39 Unrealized
Merck & Co., Inc. 1.0%
Value ($000) $1,678 Shares 27,658 Est. Cost $58.93 Unrealized
INTC Intel Corp. 1.0%
Value ($000) $1,662 Shares 33,442 Est. Cost $29.17 Unrealized +54.4%
FEX First Trust Large Cap Core AlphaDEX ETF 1.0%
Value ($000) $1,659 Shares 27,975 Est. Cost $49.36 Unrealized
ABBV AbbVie, Inc. 0.9%
Value ($000) $1,599 Shares 17,263 Est. Cost $43.25 Unrealized +63.0%
PSA Public Storage 0.9%
Value ($000) $1,585 Shares 6,990 Est. Cost $151.15 Unrealized +0.6%
PEP PepsiCo, Inc. 0.9%
Value ($000) $1,565 Shares 14,378 Est. Cost $79.36 Unrealized +3.0%
PPL PPL Corp. 0.9%
Value ($000) $1,525 Shares 53,440 Est. Cost $22.02 Unrealized -10.4%
GOOG Alphabet, Inc. Class C 0.9%
Value ($000) $1,512 Shares 1,356 Est. Cost $38.79 Unrealized +38.2%
XOM Exxon Mobil Corp. 0.9%
Value ($000) $1,495 Shares 18,073 Est. Cost $56.44 Unrealized -0.5%
PAYX Paychex, Inc. 0.9%
Value ($000) $1,486 Shares 21,750 Est. Cost $45.67 Unrealized +12.8%
AMT American Tower Corp. 0.9%
Value ($000) $1,484 Shares 10,298 Est. Cost $88.71 Unrealized +28.3%
Aqua America, Inc. 0.9%
Value ($000) $1,471 Shares 41,816 Est. Cost $31.03 Unrealized
ALGN Align Technology, Inc. 0.9%
Value ($000) $1,440 Shares 4,211 Est. Cost $92.99 Unrealized +220.8%
EMR Emerson Electric Co. 0.8%
Value ($000) $1,427 Shares 20,650 Est. Cost $47.63 Unrealized +23.1%
The Bank Of New York Mellon 0.8%
Value ($000) $1,415 Shares 26,250 Est. Cost $51.19 Unrealized
WMT Walmart, Inc. 0.8%
Value ($000) $1,372 Shares 16,029 Est. Cost $26.38 Unrealized -4.3%
CVS CVS Health Corp. 0.7%
Value ($000) $1,156 Shares 17,976 Est. Cost $60.90 Unrealized -15.1%
CMI Cummins, Inc. 0.7%
Value ($000) $1,130 Shares 8,500 Est. Cost $122.60 Unrealized 0.0%
DEO Diageo plc 0.6%
Value ($000) $1,098 Shares 7,630 Est. Cost $104.02 Unrealized
The Blackstone Group L.P. 0.6%
Value ($000) $1,029 Shares 32,000 Est. Cost $29.05 Unrealized
IGF iShares Global Infrastructure ETF 0.6%
Value ($000) $1,018 Shares 23,725 Est. Cost $40.85 Unrealized
COST Costco Wholesale Corp. 0.6%
Value ($000) $997 Shares 4,775 Est. Cost $136.52 Unrealized +30.2%
GDXJ VanEck Vectors Junior Gold Miners ETF 0.6%
Value ($000) $995 Shares 30,450 Est. Cost $32.22 Unrealized
Qurate Retail Group A 0.6%
Value ($000) $980 Shares 46,200 Est. Cost $21.21 Unrealized
HON Honeywell International 0.6%
Value ($000) $979 Shares 6,801 Est. Cost $84.35 Unrealized +34.6%
GLW Corning, Inc. 0.5%
Value ($000) $909 Shares 33,075 Est. Cost $19.36 Unrealized +15.6%
MDLZ Mondelez International, Inc. 0.5%
Value ($000) $886 Shares 21,622 Est. Cost $35.08 Unrealized -4.9%
ABT Abbott Laboratories 0.5%
Value ($000) $872 Shares 14,310 Est. Cost $33.77 Unrealized +57.4%
Kayne Anderson MLP Investment Co. 0.5%
Value ($000) $857 Shares 45,500 Est. Cost $18.19 Unrealized
BB&T Corp. 0.5%
Value ($000) $824 Shares 16,341 Est. Cost $50.35 Unrealized
SBUX Starbucks Corp. 0.5%
Value ($000) $800 Shares 16,380 Est. Cost $47.18 Unrealized +1.9%
META Facebook, Inc. 0.5%
Value ($000) $800 Shares 4,121 Est. Cost $134.20 Unrealized +33.7%
EFAV iShares MSCI EAFE Minimum Volatility ETF 0.5%
Value ($000) $798 Shares 11,225 Est. Cost $73.36 Unrealized
SPDR S&P 500 ETF 0.5%
Value ($000) $797 Shares 2,940 Est. Cost $223.42 Unrealized
CMCSA Comcast Corp. Class A 0.5%
Value ($000) $795 Shares 24,232 Est. Cost $28.73 Unrealized -6.5%
BAX Baxter International, Inc. 0.5%
Value ($000) $778 Shares 10,546 Est. Cost $39.74 Unrealized +54.8%
ORCL Oracle Corp. 0.4%
Value ($000) $735 Shares 16,703 Est. Cost $35.52 Unrealized +15.9%
MUB iShares S&P National Municipal Bond ETF 0.4%
Value ($000) $716 Shares 6,574 Est. Cost $108.95 Unrealized
ILMN Illumina, Inc. 0.4%
Value ($000) $712 Shares 2,550 Est. Cost $140.92 Unrealized +80.5%
UTHR United Therapeutics Corp. 0.4%
Value ($000) $673 Shares 5,950 Est. Cost $125.70 Unrealized -12.6%
Nuveen Intermed. Duration Muni. Term Fund 0.4%
Value ($000) $659 Shares 53,000 Est. Cost $13.05 Unrealized
KO Coca-Cola Company 0.4%
Value ($000) $641 Shares 14,625 Est. Cost $31.24 Unrealized +8.9%
KKR & Co. 0.4%
Value ($000) $631 Shares 25,400 Est. Cost $21.72 Unrealized
MCD McDonalds Corp. 0.4%
Value ($000) $630 Shares 4,024 Est. Cost $94.93 Unrealized +42.8%
SYK Stryker Corp. 0.4%
Value ($000) $599 Shares 3,550 Est. Cost $103.92 Unrealized +49.0%
WELL Welltower, Inc. 0.3%
Value ($000) $587 Shares 9,375 Est. Cost $47.58 Unrealized -9.3%
Eaton Corporation 0.3%
Value ($000) $569 Shares 7,625 Est. Cost $67.44 Unrealized
EFA iShares MSCI EAFE Index ETF 0.3%
Value ($000) $566 Shares 8,462 Est. Cost $67.16 Unrealized
ICF iShares Cohen & Steers Realty Index ETF 0.3%
Value ($000) $544 Shares 5,450 Est. Cost $99.86 Unrealized
TFX Teleflex Incorporated 0.3%
Value ($000) $507 Shares 1,892 Est. Cost $147.65 Unrealized +73.8%
Twitter, Inc. 0.3%
Value ($000) $493 Shares 11,312 Est. Cost $16.56 Unrealized
UPS United Parcel Service Inc. 0.3%
Value ($000) $486 Shares 4,576 Est. Cost $84.91 Unrealized -1.4%
DIS Walt Disney Co. 0.3%
Value ($000) $453 Shares 4,325 Est. Cost $92.76 Unrealized +4.7%
CSCO Cisco Systems 0.3%
Value ($000) $427 Shares 9,928 Est. Cost $24.37 Unrealized +42.6%
iShares Int'l Developed Property ETF 0.2%
Value ($000) $401 Shares 10,550 Est. Cost $33.69 Unrealized
EEMV iShares MSCI Emerg. Mkts. Min. Volat. ETF 0.2%
Value ($000) $393 Shares 6,800 Est. Cost $61.29 Unrealized
United Technologies 0.2%
Value ($000) $373 Shares 2,990 Est. Cost $110.63 Unrealized
VWO Vanguard FTSE Emerging Markets ETF 0.2%
Value ($000) $337 Shares 8,003 Est. Cost $36.81 Unrealized
COR AmerisourceBergen Corp. 0.2%
Value ($000) $328 Shares 3,850 Est. Cost $66.83 Unrealized +1.6%
ConocoPhillips 0.2%
Value ($000) $320 Shares 4,606 Est. Cost $69.47 Unrealized
ADBE Adobe Systems, Inc. 0.2%
Value ($000) $320 Shares 1,314 Est. Cost $107.79 Unrealized +119.5%
CVX Chevron Corp. 0.2%
Value ($000) $316 Shares 2,500 Est. Cost $76.86 Unrealized +16.0%
TSLA Tesla Motors, Inc. 0.2%
Value ($000) $306 Shares 894 Est. Cost $13.71 Unrealized +48.3%
D Dominion Resources 0.2%
Value ($000) $297 Shares 4,365 Est. Cost $52.54 Unrealized -11.8%
FFTY Innovator IBD 50 ETF 0.2%
Value ($000) $294 Shares 8,400 Est. Cost $33.19 Unrealized
Express Scripts, Inc. 0.2%
Value ($000) $291 Shares 3,775 Est. Cost $69.76 Unrealized
Bank of America Corp. 0.2%
Value ($000) $287 Shares 10,185 Est. Cost $22.72 Unrealized
TIP iShares Barclays TIPS Bond ETF 0.2%
Value ($000) $282 Shares 2,505 Est. Cost $113.54 Unrealized
VUG Vanguard Growth ETF 0.2%
Value ($000) $281 Shares 1,879 Est. Cost $120.87 Unrealized
WSFS WSFS Financial Corp. 0.2%
Value ($000) $275 Shares 5,160 Est. Cost $40.21 Unrealized +29.0%
IYY iShares Dow Jones Select Divid. Index ETF 0.2%
Value ($000) $268 Shares 2,745 Est. Cost $89.80 Unrealized
DSI iShares MSCI KLD 400 Social Index ETF 0.1%
Value ($000) $247 Shares 2,456 Est. Cost $86.73 Unrealized
ARCC Ares Capital Corp. 0.1%
Value ($000) $246 Shares 14,962 Est. Cost $7.73 Unrealized +2.8%
C Citigroup, Inc. 0.1%
Value ($000) $241 Shares 3,613 Est. Cost $42.14 Unrealized +25.8%
T AT&T, Inc. 0.1%
Value ($000) $240 Shares 7,480 Est. Cost $15.69 Unrealized -7.4%
LLY Eli Lilly & Co. 0.1%
Value ($000) $234 Shares 2,750 Est. Cost $64.22 Unrealized +14.8%
JPST JPMorgan Ultra-Short Income ETF 0.1%
Value ($000) $230 Shares 4,600 Est. Cost $50.00 Unrealized
GILD Gilead Sciences, Inc. 0.1%
Value ($000) $226 Shares 3,200 Est. Cost $50.30 Unrealized +4.8%
SHOP Shopify, Inc. 0.1%
Value ($000) $218 Shares 1,500 Est. Cost $14.15 Unrealized 0.0%
VXF Vanguard Extended Market ETF 0.1%
Value ($000) $217 Shares 1,850 Est. Cost $100.00 Unrealized
BA Boeing Company 0.1%
Value ($000) $209 Shares 625 Est. Cost $135.00 Unrealized +144.7%
LMT Lockheed Martin Corp. 0.1%
Value ($000) $196 Shares 664 Est. Cost $215.97 Unrealized +21.6%
ESGD iShares MSCI EAFE ESG Optimized ETF 0.1%
Value ($000) $190 Shares 2,923 Est. Cost $60.21 Unrealized
General Electric 0.1%
Value ($000) $182 Shares 13,375 Est. Cost $27.24 Unrealized
VPU Vanguard Utilities ETF 0.1%
Value ($000) $174 Shares 1,501 Est. Cost $107.04 Unrealized
PFE Pfizer, Inc. 0.1%
Value ($000) $173 Shares 4,793 Est. Cost $20.80 Unrealized +16.9%
Invesco QQQ ETF 0.1%
Value ($000) $171 Shares 1,000 Est. Cost $118.64 Unrealized
DECK Deckers Outdoor Corp. 0.1%
Value ($000) $169 Shares 1,500 Est. Cost $17.30 Unrealized 0.0%
Carrizo Oil & Gas, Inc. 0.1%
Value ($000) $167 Shares 6,000 Est. Cost $21.33 Unrealized
EMLP First Trust N.A. Energy Infrastructure ETF 0.1%
Value ($000) $162 Shares 7,000 Est. Cost $22.61 Unrealized
BABA Alibaba Group Holdings Ltd. 0.1%
Value ($000) $158 Shares 854 Est. Cost $133.90 Unrealized
PSX Phillips 66 0.1%
Value ($000) $152 Shares 1,355 Est. Cost $58.66 Unrealized +41.7%
EPD Enterprise Products Partners, L.P. 0.1%
Value ($000) $150 Shares 5,449 Est. Cost $27.38 Unrealized
Energy Transfer Partners, L.P. 0.1%
Value ($000) $150 Shares 7,911 Est. Cost $22.06 Unrealized
AMD Advanced Micro Devices 0.1%
Value ($000) $149 Shares 10,000 Est. Cost $8.44 Unrealized +50.7%
AXP American Express 0.1%
Value ($000) $147 Shares 1,500 Est. Cost $60.98 Unrealized +45.3%
IBB iShares Nasdaq Biotechnology ETF 0.1%
Value ($000) $141 Shares 1,290 Est. Cost $159.69 Unrealized
CDK Global, Inc. 0.1%
Value ($000) $139 Shares 2,150 Est. Cost $66.77 Unrealized
PM Philip Morris International, Inc. 0.1%
Value ($000) $134 Shares 1,665 Est. Cost $59.77 Unrealized -5.3%
REGN Regeneron Pharmaceuticals, Inc. 0.1%
Value ($000) $130 Shares 378 Est. Cost $388.90 Unrealized -20.0%
PETS PetMed Express, Inc. 0.1%
Value ($000) $129 Shares 2,950 Est. Cost $38.84 Unrealized -0.3%
LIT Global X Lithium & Battery Tech ETF 0.1%
Value ($000) $128 Shares 3,950 Est. Cost $32.87 Unrealized
Unilever plc 0.1%
Value ($000) $127 Shares 2,300 Est. Cost $45.22 Unrealized
IGSB iShares Barclays 1-3 Year Credit Bond ETF 0.1%
Value ($000) $124 Shares 1,200 Est. Cost $105.00 Unrealized
GS Goldman Sachs Group 0.1%
Value ($000) $122 Shares 556 Est. Cost $177.31 Unrealized +13.2%
MO Altria Group, Inc. 0.1%
Value ($000) $113 Shares 2,000 Est. Cost $37.65 Unrealized -14.5%
Covia Holdings Corp. 0.1%
Value ($000) $111 Shares 6,000 Est. Cost $18.50 Unrealized
BMY Bristol-Myers Squibb Co 0.1%
Value ($000) $110 Shares 2,000 Est. Cost $39.55 Unrealized +2.7%
FITB Fifth Third Bancorp 0.1%
Value ($000) $109 Shares 3,800 Est. Cost $17.64 Unrealized +34.0%
EXC Exelon Corporation 0.1%
Value ($000) $108 Shares 2,558 Est. Cost $17.25 Unrealized +27.3%
KMB Kimberly-Clark Corp. 0.1%
Value ($000) $108 Shares 1,027 Est. Cost $87.68 Unrealized -9.4%
IDXX IDEXX Laboratories, Inc. 0.1%
Value ($000) $108 Shares 500 Est. Cost $184.56 Unrealized +11.6%
CNX Resources Corp. 0.1%
Value ($000) $106 Shares 6,000 Est. Cost $18.20 Unrealized
ADP Automatic Data Processing 0.1%
Value ($000) $104 Shares 780 Est. Cost $77.91 Unrealized +38.3%
FLOT iShares Floating Rate Bond ETF 0.1%
Value ($000) $102 Shares 2,000 Est. Cost $50.95 Unrealized
XPO Logistics, Inc. 0.1%
Value ($000) $100 Shares 1,000 Est. Cost $102.00 Unrealized
Northern Oil and Gas, Inc. 0.1%
Value ($000) $99 Shares 31,500 Est. Cost $2.42 Unrealized
Daseke, Inc. 0.1%
Value ($000) $99 Shares 10,000 Est. Cost $9.90 Unrealized
EPM Evolution Petroleum Corp. 0.1%
Value ($000) $98 Shares 10,000 Est. Cost $4.60 Unrealized +19.3%
THO Thor Industries, Inc. 0.1%
Value ($000) $97 Shares 1,000 Est. Cost $86.64 Unrealized 0.0%
HD Home Depot 0.1%
Value ($000) $95 Shares 491 Est. Cost $122.78 Unrealized +26.2%
MANH Manhattan Associates, Inc. 0.1%
Value ($000) $94 Shares 2,000 Est. Cost $46.69 Unrealized -5.3%
ESGE iShares MSCI EM ESG Optimized ETF 0.1%
Value ($000) $94 Shares 2,800 Est. Cost $54.29 Unrealized
IWM iShares Russell 1000 Index ETF 0.1%
Value ($000) $94 Shares 593 Est. Cost $141.29 Unrealized
Invesco KBW High Dividend Yield Fin'l ETF 0.1%
Value ($000) $92 Shares 4,000 Est. Cost $24.16 Unrealized
MITK Mitek Systems, Inc. 0.1%
Value ($000) $89 Shares 10,000 Est. Cost $9.77 Unrealized -13.5%
IGIB iShares Barclay Interm US Credit Bond ETF 0.0%
Value ($000) $84 Shares 800 Est. Cost $108.75 Unrealized
PIMCO Strategic Income Fund, Inc. 0.0%
Value ($000) $83 Shares 8,582 Est. Cost $9.67 Unrealized
NVDA NVIDIA Corp. 0.0%
Value ($000) $82 Shares 350 Est. Cost $4.65 Unrealized +29.3%
WGO Winnebago Industries, Inc. 0.0%
Value ($000) $81 Shares 2,000 Est. Cost $42.11 Unrealized -9.4%
Vector Group Ltd. 0.0%
Value ($000) $81 Shares 4,294 Est. Cost $22.36 Unrealized
WFC Wells Fargo & Company 0.0%
Value ($000) $79 Shares 1,436 Est. Cost $39.89 Unrealized +8.7%
NFLX Netflix, Inc. 0.0%
Value ($000) $79 Shares 204 Est. Cost $12.00 Unrealized +184.2%
EEM iShares MSCI Emerging Markets Index ETF 0.0%
Value ($000) $78 Shares 1,820 Est. Cost $38.58 Unrealized
ALLE Allegion plc 0.0%
Value ($000) $77 Shares 1,000 Est. Cost $76.06 Unrealized -4.2%
SCHB Schwab U.S. Broad Market ETF 0.0%
Value ($000) $77 Shares 1,169 Est. Cost $56.04 Unrealized
UNH UnitedHealth Group Inc. 0.0%
Value ($000) $76 Shares 311 Est. Cost $158.76 Unrealized +33.6%
XYZ Square, Inc. 0.0%
Value ($000) $75 Shares 1,225 Est. Cost $15.81 Unrealized +247.9%
Kansas City Southern Industries, Inc. 0.0%
Value ($000) $74 Shares 700 Est. Cost $84.29 Unrealized
AOA iShares Barclays Aggregate Bond ETF 0.0%
Value ($000) $74 Shares 700 Est. Cost $107.50 Unrealized
Royal Dutch Shell plc A 0.0%
Value ($000) $71 Shares 1,040 Est. Cost $54.73 Unrealized
NOC Northrop Grumman Corp. 0.0%
Value ($000) $68 Shares 224 Est. Cost $206.08 Unrealized +41.5%
VRSN VeriSign, Inc. 0.0%
Value ($000) $68 Shares 500 Est. Cost $114.83 Unrealized +10.7%
MDT Medtronic plc 0.0%
Value ($000) $68 Shares 800 Est. Cost $62.35 Unrealized +9.9%
CRL Charles River Laboratories International 0.0%
Value ($000) $67 Shares 600 Est. Cost $75.95 Unrealized +42.3%
TWLO Twilio, Inc. 0.0%
Value ($000) $67 Shares 1,200 Est. Cost $30.45 Unrealized +62.7%
WYNN Wynn Resorts, LTD 0.0%
Value ($000) $66 Shares 400 Est. Cost $161.31 Unrealized +5.3%
APD Air Products & Chemicals, Inc. 0.0%
Value ($000) $66 Shares 425 Est. Cost $111.62 Unrealized +21.5%
LMAT LeMaitre Vascular, Inc. 0.0%
Value ($000) $66 Shares 2,000 Est. Cost $26.58 Unrealized +24.1%
TXT Textron, Inc. 0.0%
Value ($000) $65 Shares 1,000 Est. Cost $63.87 Unrealized 0.0%
Marvell Technology Group, LTD 0.0%
Value ($000) $64 Shares 3,000 Est. Cost $21.00 Unrealized
Cubic Corp. 0.0%
Value ($000) $64 Shares 1,000 Est. Cost $48.00 Unrealized
XPMAX Pioneer Muni. High Income Advantage Trust 0.0%
Value ($000) $64 Shares 5,915 Est. Cost $11.67 Unrealized
CTSH Cognizant Technology Solutions Corp. 0.0%
Value ($000) $63 Shares 800 Est. Cost $47.45 Unrealized +48.4%
Reaves Utility Income Fund 0.0%
Value ($000) $63 Shares 2,195 Est. Cost $30.24 Unrealized
ACN Accenture Ltd. 0.0%
Value ($000) $63 Shares 389 Est. Cost $115.28 Unrealized +20.8%
Cypress Semiconductor 0.0%
Value ($000) $62 Shares 4,000 Est. Cost $14.44 Unrealized
IWP iShares Russell Mid-Cap Growth ETF 0.0%
Value ($000) $62 Shares 491 Est. Cost $103.53 Unrealized
CORT Corcept Therapeutics, Inc. 0.0%
Value ($000) $62 Shares 4,000 Est. Cost $18.25 Unrealized -4.7%
LQD iShares GS $ InvesTop Corporate Bond ETF 0.0%
Value ($000) $61 Shares 540 Est. Cost $117.15 Unrealized
ZBH Zimmer Biomet Holdings, Inc. 0.0%
Value ($000) $61 Shares 550 Est. Cost $99.44 Unrealized +2.8%
HighPoint Resources Corp. 0.0%
Value ($000) $60 Shares 10,000 Est. Cost $6.00 Unrealized
ServiceMaster Global Holdings, Inc. 0.0%
Value ($000) $59 Shares 1,000 Est. Cost $51.00 Unrealized
BDX Becton, Dickinson and Co. 0.0%
Value ($000) $59 Shares 250 Est. Cost $145.36 Unrealized +36.5%
Energous Corp. 0.0%
Value ($000) $59 Shares 4,000 Est. Cost $16.00 Unrealized
Axcelis Technologies 0.0%
Value ($000) $59 Shares 3,000 Est. Cost $22.24 Unrealized
BIIB Biogen, Inc. 0.0%
Value ($000) $58 Shares 200 Est. Cost $296.43 Unrealized -5.2%
Abraxas Petroleum Corp. 0.0%
Value ($000) $57 Shares 20,000 Est. Cost $2.85 Unrealized
FDL First Trust Morning. Dividend Leaders ETF 0.0%
Value ($000) $57 Shares 2,000 Est. Cost $29.00 Unrealized
TD Toronto-Dominion Bank 0.0%
Value ($000) $56 Shares 978 Est. Cost $53.57 Unrealized +6.8%
AFL AFLAC Inc. 0.0%
Value ($000) $55 Shares 1,300 Est. Cost $28.46 Unrealized +32.0%
ORLY O'Reilly Automotive, Inc. 0.0%
Value ($000) $54 Shares 200 Est. Cost $17.41 Unrealized 0.0%
LVHD Legg Mason Low Volatility High Div. ETF 0.0%
Value ($000) $53 Shares 1,800 Est. Cost $29.44 Unrealized
TBI TrueBlue, Inc. 0.0%
Value ($000) $53 Shares 2,000 Est. Cost $26.49 Unrealized 0.0%
EMN Eastman Chemical Co. 0.0%
Value ($000) $51 Shares 512 Est. Cost $53.34 Unrealized +51.6%
VNQ Vanguard REIT Index ETF 0.0%
Value ($000) $51 Shares 637 Est. Cost $80.48 Unrealized
Aegion Corp. 0.0%
Value ($000) $51 Shares 2,000 Est. Cost $24.67 Unrealized
CoreLogic, Inc. 0.0%
Value ($000) $51 Shares 986 Est. Cost $36.51 Unrealized
FR First Industrial Realty Trust, Inc. 0.0%
Value ($000) $50 Shares 1,500 Est. Cost $28.00 Unrealized
Owens-Illinois, Inc. 0.0%
Value ($000) $50 Shares 3,000 Est. Cost $21.52 Unrealized
OXY Occidental Petroleum Corp. 0.0%
Value ($000) $50 Shares 600 Est. Cost $66.34 Unrealized 0.0%
Nuveen High Inc. Dec 2019 Target Term Fund 0.0%
Value ($000) $49 Shares 5,000 Est. Cost $10.20 Unrealized
IWR iShares Russell MidCap Index ETF 0.0%
Value ($000) $49 Shares 235 Est. Cost $178.69 Unrealized
FIVE Five Below, Inc. 0.0%
Value ($000) $48 Shares 500 Est. Cost $67.37 Unrealized +19.2%
F Ford Motor Co. 0.0%
Value ($000) $48 Shares 4,400 Est. Cost $7.45 Unrealized +3.9%
PFIS Peoples Financial Services Corp. 0.0%
Value ($000) $47 Shares 1,004 Est. Cost $33.45 Unrealized +6.5%
IBM IBM 0.0%
Value ($000) $47 Shares 337 Est. Cost $111.07 Unrealized -10.0%
PNC PNC Financial Services Group, Inc. 0.0%
Value ($000) $46 Shares 343 Est. Cost $118.19 Unrealized -5.6%
HSY The Hershey Co. 0.0%
Value ($000) $46 Shares 500 Est. Cost $84.07 Unrealized -7.4%
Raytheon Co. 0.0%
Value ($000) $45 Shares 233 Est. Cost $156.20 Unrealized
Royal Dutch Shell plc B 0.0%
Value ($000) $45 Shares 631 Est. Cost $55.47 Unrealized
MET MetLife, Inc. 0.0%
Value ($000) $43 Shares 1,000 Est. Cost $36.68 Unrealized -2.1%
VYM Vanguard High Dividend Yield ETF 0.0%
Value ($000) $43 Shares 526 Est. Cost $81.75 Unrealized
Summit Bancorp 0.0%
Value ($000) $42 Shares 400 Est. Cost $105.00 Unrealized
CHTR Charter Communications, Inc. 0.0%
Value ($000) $41 Shares 143 Est. Cost $269.28 Unrealized +6.7%
CAT Caterpillar Inc. 0.0%
Value ($000) $40 Shares 300 Est. Cost $126.53 Unrealized 0.0%
Altaba, Inc. 0.0%
Value ($000) $40 Shares 550 Est. Cost $54.55 Unrealized
MA MasterCard, Inc. 0.0%
Value ($000) $39 Shares 200 Est. Cost $142.19 Unrealized +26.8%
Unilever N.V. 0.0%
Value ($000) $39 Shares 700 Est. Cost $42.51 Unrealized
VanEck Vectors Oil Services ETF 0.0%
Value ($000) $39 Shares 1,500 Est. Cost $24.00 Unrealized
KEY KeyCorp 0.0%
Value ($000) $39 Shares 2,000 Est. Cost $12.48 Unrealized +12.0%
IWS iShares Russell Mid-Cap Value ETF 0.0%
Value ($000) $38 Shares 434 Est. Cost $82.95 Unrealized
RIO Rio Tinto plc 0.0%
Value ($000) $38 Shares 700 Est. Cost $42.86 Unrealized
DBEF Deutsche MSCI EAFE Hedged Equity ETF 0.0%
Value ($000) $38 Shares 1,232 Est. Cost $30.03 Unrealized
LNC Lincoln National Corp. 0.0%
Value ($000) $37 Shares 601 Est. Cost $47.98 Unrealized +2.2%
NEE NextEra Energy, Inc. 0.0%
Value ($000) $37 Shares 227 Est. Cost $27.02 Unrealized +23.6%
ICUI ICU Medical, Inc. 0.0%
Value ($000) $36 Shares 125 Est. Cost $144.73 Unrealized +88.8%
Rice Midstream Partners, L.P. 0.0%
Value ($000) $35 Shares 2,088 Est. Cost $25.38 Unrealized
Celgene Corp. 0.0%
Value ($000) $35 Shares 442 Est. Cost $97.02 Unrealized
Laboratory Corp. of America Holdings 0.0%
Value ($000) $35 Shares 200 Est. Cost $130.00 Unrealized
PWR Quanta Services, Inc. 0.0%
Value ($000) $35 Shares 1,058 Est. Cost $35.82 Unrealized -4.1%
BSV Vanguard Short-Term Bond ETF 0.0%
Value ($000) $34 Shares 444 Est. Cost $76.58 Unrealized
HYG iShares iBoxx $ High Yield Corp. Bond ETF 0.0%
Value ($000) $34 Shares 400 Est. Cost $87.50 Unrealized
LAM Research Corp. 0.0%
Value ($000) $34 Shares 200 Est. Cost $205.00 Unrealized
KHC Kraft Heinz Company 0.0%
Value ($000) $33 Shares 533 Est. Cost $58.70 Unrealized -30.0%
DLR Digital Realty Trust, Inc. 0.0%
Value ($000) $33 Shares 303 Est. Cost $77.24 Unrealized +5.2%
FIBK First Interstate BancSystem, Inc. 0.0%
Value ($000) $33 Shares 800 Est. Cost $23.52 Unrealized +20.1%
2U, Inc. 0.0%
Value ($000) $33 Shares 400 Est. Cost $30.00 Unrealized
Red Hat, Inc. 0.0%
Value ($000) $33 Shares 250 Est. Cost $148.00 Unrealized
EPP iShares MSCI Pacific ex-Japan ETF 0.0%
Value ($000) $32 Shares 700 Est. Cost $40.00 Unrealized
TJX TJX Companies, Inc. 0.0%
Value ($000) $31 Shares 330 Est. Cost $39.45 Unrealized +0.3%
LVS Las Vegas Sands Corp. 0.0%
Value ($000) $31 Shares 415 Est. Cost $47.55 Unrealized +38.2%
FireEye, Inc. 0.0%
Value ($000) $31 Shares 2,050 Est. Cost $14.03 Unrealized
Allergan plc 0.0%
Value ($000) $31 Shares 191 Est. Cost $211.20 Unrealized
FNCB Bancorp, Inc. 0.0%
Value ($000) $31 Shares 3,500 Est. Cost $6.00 Unrealized
Invesco WilderHill Progressive Energy ETF 0.0%
Value ($000) $31 Shares 1,200 Est. Cost $25.83 Unrealized
HAL Halliburton Company 0.0%
Value ($000) $31 Shares 700 Est. Cost $42.22 Unrealized +1.0%
ITW Illinois Tool Works, Inc. 0.0%
Value ($000) $30 Shares 220 Est. Cost $97.16 Unrealized +26.2%
CTRA Cabot Oil & Gas Corp. 0.0%
Value ($000) $30 Shares 1,280 Est. Cost $17.21 Unrealized 0.0%
CL Colgate-Palmolive Company 0.0%
Value ($000) $29 Shares 451 Est. Cost $55.37 Unrealized -1.4%
QCOM QUALCOMM, Inc. 0.0%
Value ($000) $29 Shares 525 Est. Cost $48.31 Unrealized -5.0%
TDOC Teladoc, Inc. 0.0%
Value ($000) $29 Shares 500 Est. Cost $16.98 Unrealized +187.6%
VTV Vanguard Value ETF 0.0%
Value ($000) $28 Shares 277 Est. Cost $93.86 Unrealized
CME CME Group, Inc. 0.0%
Value ($000) $28 Shares 174 Est. Cost $124.75 Unrealized 0.0%
XLF Financial Sector SPDR ETF 0.0%
Value ($000) $28 Shares 1,075 Est. Cost $24.19 Unrealized
Goldcorp, Inc. 0.0%
Value ($000) $27 Shares 2,000 Est. Cost $14.00 Unrealized
YUM Yum! Brands, Inc. 0.0%
Value ($000) $27 Shares 349 Est. Cost $55.22 Unrealized +31.4%
RWX SPDR Dow Jones Int'l Real Estate ETF 0.0%
Value ($000) $27 Shares 705 Est. Cost $38.30 Unrealized
BCE, Inc. 0.0%
Value ($000) $27 Shares 673 Est. Cost $44.58 Unrealized
VGK Vanguard MSCI Europe ETF 0.0%
Value ($000) $26 Shares 475 Est. Cost $48.70 Unrealized
Annaly Capital Management, Inc. 0.0%
Value ($000) $26 Shares 2,591 Est. Cost $10.03 Unrealized
GW Pharmaceuticals 0.0%
Value ($000) $26 Shares 190 Est. Cost $124.73 Unrealized
FFIV F5 Networks, Inc. 0.0%
Value ($000) $25 Shares 150 Est. Cost $135.48 Unrealized +23.1%
IJT iShares S&P SmallCap 600 Growth Index ETF 0.0%
Value ($000) $25 Shares 134 Est. Cost $152.33 Unrealized
SPOT Spotify Technology S.A. 0.0%
Value ($000) $25 Shares 150 Est. Cost $159.90 Unrealized 0.0%
Spark Therapeutics, Inc. 0.0%
Value ($000) $24 Shares 300 Est. Cost $60.00 Unrealized
VBR Vanguard Small-Cap Value ETF 0.0%
Value ($000) $24 Shares 182 Est. Cost $120.88 Unrealized
SWKS Skyworks Solutions, Inc. 0.0%
Value ($000) $24 Shares 250 Est. Cost $63.42 Unrealized +28.6%
IJJ iShares S&P MidCap 400 Value Index ETF 0.0%
Value ($000) $24 Shares 154 Est. Cost $155.84 Unrealized
IWD iShares Russell 1000 Value ETF 0.0%
Value ($000) $24 Shares 198 Est. Cost $121.21 Unrealized
IJK iShares S&P Mid-Cap 400 Growth ETF 0.0%
Value ($000) $24 Shares 110 Est. Cost $218.18 Unrealized
TEVA Teva Pharmaceutical Industries Ltd. 0.0%
Value ($000) $24 Shares 1,000 Est. Cost $36.21 Unrealized
SO The Southern Company 0.0%
Value ($000) $23 Shares 500 Est. Cost $33.55 Unrealized -2.1%
EXAS Exact Sciences Corp. 0.0%
Value ($000) $23 Shares 400 Est. Cost $51.09 Unrealized +5.3%
MU Micron Technology, Inc. 0.0%
Value ($000) $23 Shares 450 Est. Cost $48.73 Unrealized +8.3%
ORMP Oramed Pharmaceuticals, Inc. 0.0%
Value ($000) $23 Shares 3,150 Est. Cost $6.07 Unrealized +11.4%
IJS iShares S&P SmallCap 600 Value Index ETF 0.0%
Value ($000) $22 Shares 135 Est. Cost $140.00 Unrealized
QDF FlexShares Quality Dividend ETF 0.0%
Value ($000) $22 Shares 500 Est. Cost $41.16 Unrealized
O Realty Income Corp. 0.0%
Value ($000) $21 Shares 401 Est. Cost $35.15 Unrealized 0.0%
HST Host Hotels & Resorts, Inc. 0.0%
Value ($000) $21 Shares 1,000 Est. Cost $11.81 Unrealized +29.5%
VDE Vanguard Energy ETF 0.0%
Value ($000) $21 Shares 200 Est. Cost $105.00 Unrealized
AMAT Applied Materials 0.0%
Value ($000) $20 Shares 450 Est. Cost $45.19 Unrealized +4.5%
XLV Health Care Select Sector SPDR ETF 0.0%
Value ($000) $20 Shares 250 Est. Cost $68.89 Unrealized
BIP Brookfield Infrastructure Partners, L.P. 0.0%
Value ($000) $19 Shares 500 Est. Cost $40.00 Unrealized
Carnival Corporation 0.0%
Value ($000) $19 Shares 337 Est. Cost $59.35 Unrealized
WU The Western Union Company 0.0%
Value ($000) $19 Shares 948 Est. Cost $22.15 Unrealized
BCPC Balchem Corp. 0.0%
Value ($000) $19 Shares 200 Est. Cost $74.87 Unrealized +19.2%
InfraCap MLP ETF 0.0%
Value ($000) $18 Shares 2,500 Est. Cost $8.80 Unrealized
Invesco BRIC ETF 0.0%
Value ($000) $18 Shares 500 Est. Cost $28.00 Unrealized
Meridian Bank 0.0%
Value ($000) $18 Shares 1,000 Est. Cost $19.95 Unrealized
ROST Ross Stores, Inc. 0.0%
Value ($000) $18 Shares 219 Est. Cost $75.43 Unrealized 0.0%
CenturyLink, Inc. 0.0%
Value ($000) $18 Shares 1,014 Est. Cost $17.75 Unrealized
ENB Enbridge, Inc. 0.0%
Value ($000) $18 Shares 521 Est. Cost $24.73 Unrealized -20.0%
CPT Camden Property Trust 0.0%
Value ($000) $18 Shares 200 Est. Cost $58.23 Unrealized +15.4%
QURE uniQure N.V. 0.0%
Value ($000) $18 Shares 500 Est. Cost $32.02 Unrealized 0.0%
VTI Vanguard Total Stock ETF 0.0%
Value ($000) $17 Shares 127 Est. Cost $118.11 Unrealized
TTWO Take-Two Interactive Software, Inc. 0.0%
Value ($000) $17 Shares 150 Est. Cost $109.19 Unrealized -0.3%
PEG Public Service Enterprise Group, Inc. 0.0%
Value ($000) $16 Shares 300 Est. Cost $30.85 Unrealized +28.7%
USAC USA Compression Partners, LP 0.0%
Value ($000) $16 Shares 1,000 Est. Cost $17.00 Unrealized
XLE Energy Sector SPDR ETF 0.0%
Value ($000) $15 Shares 200 Est. Cost $75.00 Unrealized
VanEck Vectors High-Yield Muni. Index ETF 0.0%
Value ($000) $15 Shares 500 Est. Cost $29.53 Unrealized
VNM VanEck Vectors Vietnam ETF 0.0%
Value ($000) $15 Shares 1,000 Est. Cost $18.00 Unrealized
NRG NRG Energy, Inc. 0.0%
Value ($000) $15 Shares 493 Est. Cost $9.47 Unrealized +183.3%
GIS General Mills, Inc. 0.0%
Value ($000) $15 Shares 354 Est. Cost $44.74 Unrealized -25.3%
STPZ PIMCO 1-5 Year U.S. TIPS ETF 0.0%
Value ($000) $15 Shares 305 Est. Cost $52.46 Unrealized
FDUS Fidus Investment Corp. 0.0%
Value ($000) $14 Shares 1,000 Est. Cost $5.75 Unrealized +0.3%
Kinder Morgan PFD 9.75 due 10-26-18 0.0%
Value ($000) $14 Shares 412 Est. Cost $31.55 Unrealized
MDXG MiMedx Group, Inc. 0.0%
Value ($000) $14 Shares 2,200 Est. Cost $8.98 Unrealized -20.8%
SNA Snap, Inc. 0.0%
Value ($000) $13 Shares 1,058 Est. Cost $136.12 Unrealized -8.6%
IEV iShares Europe ETF 0.0%
Value ($000) $13 Shares 300 Est. Cost $40.00 Unrealized
Dollar General Corporation 0.0%
Value ($000) $13 Shares 132 Est. Cost $75.76 Unrealized
BKNG Bookings Holdings, Inc. 0.0%
Value ($000) $12 Shares 6 Est. Cost $1933.58 Unrealized +7.2%
Beneficial Bancorp, Inc. 0.0%
Value ($000) $12 Shares 750 Est. Cost $18.00 Unrealized
JPMorgan Alerian MLP ETF 0.0%
Value ($000) $11 Shares 445 Est. Cost $29.21 Unrealized
ACWX iShares MSCI ACWI Index ETF 0.0%
Value ($000) $11 Shares 159 Est. Cost $56.60 Unrealized
CE Celanese Corp. 0.0%
Value ($000) $11 Shares 104 Est. Cost $95.32 Unrealized 0.0%
HCP, Inc. 0.0%
Value ($000) $11 Shares 432 Est. Cost $29.90 Unrealized
HIMX Himax Technologies, Inc. 0.0%
Value ($000) $11 Shares 1,500 Est. Cost $6.00 Unrealized
V W.P. Carey, Inc. 0.0%
Value ($000) $11 Shares 168 Est. Cost $77.50 Unrealized +57.5%
Praxair Incorporated 0.0%
Value ($000) $11 Shares 75 Est. Cost $146.67 Unrealized
MPC Marathon Petroleum Corp. 0.0%
Value ($000) $10 Shares 144 Est. Cost $35.80 Unrealized +67.7%
India Fund, Inc. 0.0%
Value ($000) $10 Shares 445 Est. Cost $22.47 Unrealized
EIS iShares MSCI Israel Capped ETF 0.0%
Value ($000) $10 Shares 200 Est. Cost $45.00 Unrealized
HRB H&R Block, Inc. 0.0%
Value ($000) $9 Shares 400 Est. Cost $18.78 Unrealized +4.7%
Fluor Corp. 0.0%
Value ($000) $9 Shares 200 Est. Cost $52.27 Unrealized
LTC LTC Properties, Inc. 0.0%
Value ($000) $9 Shares 230 Est. Cost $52.17 Unrealized
Walgreens Boots Alliance, Inc. 0.0%
Value ($000) $9 Shares 160 Est. Cost $81.25 Unrealized
ALRM Alarm.com Holdings, Inc. 0.0%
Value ($000) $8 Shares 200 Est. Cost $29.03 Unrealized +43.0%
NYMXF Nymox Pharmaceutical Corp. 0.0%
Value ($000) $8 Shares 2,500 Est. Cost $3.47 Unrealized +10.9%
LARK Landmark Bancorp, Inc. 0.0%
Value ($000) $8 Shares 500 Est. Cost $20.15 Unrealized +5.2%
SCHM Schwab U.S. Mid-Cap ETF 0.0%
Value ($000) $8 Shares 150 Est. Cost $51.38 Unrealized
NWBI Northwest Bancshares, Inc. 0.0%
Value ($000) $7 Shares 450 Est. Cost $10.15 Unrealized +6.0%
HTGC Hercules Capital, Inc. 0.0%
Value ($000) $7 Shares 627 Est. Cost $13.89 Unrealized -11.0%
Delta Air Lines, Inc. 0.0%
Value ($000) $7 Shares 150 Est. Cost $56.67 Unrealized
FAST Fastenal Company 0.0%
Value ($000) $7 Shares 150 Est. Cost $8.65 Unrealized +23.0%
EXEL Exelixis, Inc. 0.0%
Value ($000) $6 Shares 300 Est. Cost $27.64 Unrealized -25.2%
BlueStar TA-BIGITech Israel Tech. ETF 0.0%
Value ($000) $6 Shares 200 Est. Cost $30.00 Unrealized
Chubb Corporation 0.0%
Value ($000) $6 Shares 52 Est. Cost $115.38 Unrealized
CERS Cerus Corp. 0.0%
Value ($000) $6 Shares 1,000 Est. Cost $6.13 Unrealized 0.0%
RLI RLI Corp. 0.0%
Value ($000) $6 Shares 103 Est. Cost $25.67 Unrealized 0.0%
HIG Hartford Financial Svcs. 0.0%
Value ($000) $5 Shares 100 Est. Cost $41.04 Unrealized +7.6%
PLUG Plug Power, Inc. 0.0%
Value ($000) $5 Shares 2,500 Est. Cost $1.28 Unrealized +52.5%
MFC Manulife Financial Corp. 0.0%
Value ($000) $5 Shares 324 Est. Cost $20.01 Unrealized -5.8%
PPG PPG Industries 0.0%
Value ($000) $5 Shares 53 Est. Cost $91.63 Unrealized 0.0%
TXN Texas Instruments, Inc. 0.0%
Value ($000) $5 Shares 48 Est. Cost $87.28 Unrealized 0.0%
CBS Corp. Class A 0.0%
Value ($000) $4 Shares 80 Est. Cost $62.50 Unrealized
CBS Corp. 0.0%
Value ($000) $4 Shares 80 Est. Cost $62.50 Unrealized
SOXL Direxion Daily Semiconductor Bull 3X ETF 0.0%
Value ($000) $4 Shares 30 Est. Cost $133.33 Unrealized
UNP Union Pacific Corporation 0.0%
Value ($000) $4 Shares 33 Est. Cost $117.74 Unrealized 0.0%
XLRE Real Estate Select Sector SPDR ETF 0.0%
Value ($000) $4 Shares 149 Est. Cost $33.56 Unrealized
WPM Wheaton Precious Metals Corp. 0.0%
Value ($000) $4 Shares 200 Est. Cost $18.55 Unrealized +5.4%
EVH Evolent Health, Inc. 0.0%
Value ($000) $4 Shares 200 Est. Cost $19.70 Unrealized -3.9%
DASAN Zhone Solutions, Inc. 0.0%
Value ($000) $4 Shares 500 Est. Cost $6.00 Unrealized
Quantum Materials Corp. 0.0%
Value ($000) $3 Shares 71,000 Est. Cost $0.10 Unrealized
FS Investment Corp. 0.0%
Value ($000) $3 Shares 500 Est. Cost $10.00 Unrealized
DarioHealth Corp. 0.0%
Value ($000) $3 Shares 2,800 Est. Cost $3.21 Unrealized
Marathon Oil Corp. 0.0%
Value ($000) $3 Shares 144 Est. Cost $17.27 Unrealized
Pivotal Software, Inc. 0.0%
Value ($000) $3 Shares 150 Est. Cost $20.00 Unrealized
United States Oil ETF 0.0%
Value ($000) $3 Shares 200 Est. Cost $10.00 Unrealized
UAA Under Armour, Inc. Class A 0.0%
Value ($000) $3 Shares 150 Est. Cost $31.52 Unrealized -37.3%
CGEN Compugen, Ltd. 0.0%
Value ($000) $3 Shares 1,000 Est. Cost $3.37 Unrealized +11.6%
WDC Western Digital Corp. 0.0%
Value ($000) $3 Shares 47 Est. Cost $40.87 Unrealized +43.1%
WY Weyerhauser Company 0.0%
Value ($000) $3 Shares 100 Est. Cost $24.03 Unrealized +12.6%
VPG Vishay Precision Group, Inc. 0.0%
Value ($000) $3 Shares 85 Est. Cost $33.93 Unrealized 0.0%
TDC Teradata Corp. 0.0%
Value ($000) $3 Shares 75 Est. Cost $30.31 Unrealized +32.8%
SIRIUS XM Radio, Inc. 0.0%
Value ($000) $2 Shares 373 Est. Cost $5.36 Unrealized
Nuveen AMT-Free Quality Muni. Income Fund 0.0%
Value ($000) $2 Shares 228 Est. Cost $13.16 Unrealized
Viacom, Inc. Class A 0.0%
Value ($000) $2 Shares 80 Est. Cost $37.50 Unrealized
Viacom, Inc. Class B 0.0%
Value ($000) $2 Shares 80 Est. Cost $43.50 Unrealized
Fitbit, Inc. 0.0%
Value ($000) $2 Shares 400 Est. Cost $5.00 Unrealized
BIDU Baidu, Inc. 0.0%
Value ($000) $2 Shares 9 Est. Cost $111.11 Unrealized
UA Under Armour, Inc. Class C 0.0%
Value ($000) $2 Shares 100 Est. Cost $26.69 Unrealized -33.4%
Transocean, Ltd. 0.0%
Value ($000) $2 Shares 165 Est. Cost $12.12 Unrealized
Columbia Energy Group 0.0%
Value ($000) $1 Shares 50 Est. Cost $20.00 Unrealized
SecureWorks Corp. 0.0%
Value ($000) $1 Shares 150 Est. Cost $13.33 Unrealized
Vodafone Group plc 0.0%
Value ($000) $1 Shares 76 Est. Cost $26.32 Unrealized
VYX NCR Corp. 0.0%
Value ($000) $1 Shares 66 Est. Cost $26.39 Unrealized -28.5%
INSYS Therapeutics, Inc. 0.0%
Value ($000) $1 Shares 250 Est. Cost $8.80 Unrealized
Frontier Communications Corp. 0.0%
Value ($000) $0 Shares 8 Est. Cost Unrealized
Apricus Biosciences, Inc. 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
Melinta Therapeutics, Inc. 0.0%
Value ($000) $0 Shares 95 Est. Cost $21.05 Unrealized
Goodrich Petroleum Corp. 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
LifeLogger Technologies Corp. 0.0%
Value ($000) $0 Shares 50 Est. Cost Unrealized
AVEO Pharmaceuticals, Inc. 0.0%
Value ($000) $0 Shares 65 Est. Cost Unrealized
DXCM DexCom, Inc. 0.0%
Value ($000) $0 Shares 7 Est. Cost $13.00 Unrealized +63.1%
Neuralstem, Inc. 0.0%
Value ($000) $0 Shares 92 Est. Cost Unrealized
STWD Starwood Property Trust, Inc. 0.0%
Value ($000) $0 Shares 18 Est. Cost $20.83 Unrealized
TGT Target Corp. 0.0%
Value ($000) $0 Shares 1 Est. Cost $58.46 Unrealized +2.0%
Recro Pharma, Inc. 0.0%
Value ($000) $0 Shares 100 Est. Cost $10.00 Unrealized
Pandora Media, Inc. 0.0%
Value ($000) $0 Shares 40 Est. Cost Unrealized
NFG National Fuel Gas Co. 0.0%
Value ($000) $0 Shares 2 Est. Cost $51.80 Unrealized 0.0%
The McClatchy Company 0.0%
Value ($000) $0 Shares 100 Est. Cost $10.00 Unrealized
UVSP Univest Corporation of Pennsylvania 0.0%
Value ($000) $0 Shares 7 Est. Cost $28.68 Unrealized 0.0%
Dunkin' Brands Group, Inc. 0.0%
Value ($000) $0 Shares 10 Est. Cost Unrealized
LEU Centrus Energy Corp. 0.0%
Value ($000) $0 Shares 40 Est. Cost $4.81 Unrealized -24.7%
United States Steel Corp. 0.0%
Value ($000) $0 Shares 14 Est. Cost Unrealized