Sterling Investment Advisors, Ltd. Diversified Active

CIK: 0001701132 · Show all filings

Period: Q3 2018 (← Previous) (Next →)

Filing Date: Nov 9, 2018

Total Value ($000): $190,279 (100.0% shares, 0.0% debt)

Holdings (440)

AAPL Apple, Inc. 6.3%
Value ($000) $11,929 Shares 52,845 Est. Cost $26.09 Unrealized +88.9%
JPST JPMorgan Ultra-Short Income ETF 3.9%
Value ($000) $7,327 Shares 146,095 Est. Cost $50.15 Unrealized
GMED Globus Medical, Inc. 3.8%
Value ($000) $7,182 Shares 126,528 Est. Cost $22.72 Unrealized +131.6%
ITOT iShares Core S&P Small-Cap ETF 3.7%
Value ($000) $7,076 Shares 81,105 Est. Cost $99.55 Unrealized
AMZN Amazon.com, Inc. 2.9%
Value ($000) $5,578 Shares 2,785 Est. Cost $39.18 Unrealized +140.0%
PFF iShares S&P US Preferred Stock Index ETF 2.9%
Value ($000) $5,564 Shares 149,849 Est. Cost $37.21 Unrealized
CWB SPDR Barclays Convertible Securities ETF 2.5%
Value ($000) $4,831 Shares 89,555 Est. Cost $45.85 Unrealized
VZ Verizon Communications, Inc. 2.2%
Value ($000) $4,162 Shares 77,964 Est. Cost $31.17 Unrealized +14.3%
GOOGL Alphabet, Inc. Class A 2.2%
Value ($000) $4,154 Shares 3,441 Est. Cost $39.86 Unrealized +50.7%
Visa, Inc. 2.1%
Value ($000) $4,063 Shares 27,073 Est. Cost $78.64 Unrealized
DowDuPont, Inc. 2.0%
Value ($000) $3,827 Shares 59,513 Est. Cost $69.23 Unrealized
MSFT Microsoft Corp. 1.9%
Value ($000) $3,650 Shares 31,916 Est. Cost $55.00 Unrealized +83.3%
JNJ Johnson & Johnson 1.8%
Value ($000) $3,401 Shares 24,617 Est. Cost $94.57 Unrealized +14.2%
IJH SPDR S&P MidCap 400 ETF 1.8%
Value ($000) $3,359 Shares 9,582 Est. Cost $290.14 Unrealized
BRK/B Berkshire Hathaway B 1.5%
Value ($000) $2,926 Shares 13,666 Est. Cost $156.06 Unrealized +31.5%
ROBO Robo Global Robotics & Automation ETF 1.5%
Value ($000) $2,895 Shares 69,175 Est. Cost $41.21 Unrealized
AMGN Amgen, Inc. 1.4%
Value ($000) $2,698 Shares 13,015 Est. Cost $115.89 Unrealized +35.8%
JPM J.P. Morgan Chase & Co. 1.4%
Value ($000) $2,644 Shares 23,429 Est. Cost $64.46 Unrealized +43.7%
GLD SPDR Gold Shares ETF 1.3%
Value ($000) $2,554 Shares 22,646 Est. Cost $118.11 Unrealized
FNX First Trust Mid Cap Core AlphaDEX ETF 1.2%
Value ($000) $2,268 Shares 31,662 Est. Cost $56.99 Unrealized
LOW Lowe's Companies Inc. 1.2%
Value ($000) $2,190 Shares 19,073 Est. Cost $60.16 Unrealized +51.3%
CMI Cummins, Inc. 1.1%
Value ($000) $2,104 Shares 14,406 Est. Cost $119.98 Unrealized -3.2%
Aetna, Inc. 1.1%
Value ($000) $2,100 Shares 10,351 Est. Cost $124.03 Unrealized
NKE Nike, Inc. 1.1%
Value ($000) $2,078 Shares 24,527 Est. Cost $48.35 Unrealized +50.9%
PG Procter & Gamble 1.1%
Value ($000) $2,016 Shares 24,221 Est. Cost $66.75 Unrealized +1.5%
GSBD Goldman Sachs BDC, Inc. 1.1%
Value ($000) $1,998 Shares 90,100 Est. Cost $22.52 Unrealized -2.7%
Merck & Co., Inc. 1.0%
Value ($000) $1,934 Shares 27,259 Est. Cost $58.93 Unrealized
3M Company 1.0%
Value ($000) $1,928 Shares 9,150 Est. Cost $179.76 Unrealized
PPL PPL Corp. 0.9%
Value ($000) $1,779 Shares 60,801 Est. Cost $21.91 Unrealized -3.6%
BlackRock, Inc. 0.9%
Value ($000) $1,741 Shares 3,693 Est. Cost $383.24 Unrealized
AKAM Akamai Technologies, Inc. 0.9%
Value ($000) $1,682 Shares 23,000 Est. Cost $52.77 Unrealized +42.4%
INTC Intel Corp. 0.9%
Value ($000) $1,677 Shares 35,462 Est. Cost $29.88 Unrealized +39.0%
ALGN Align Technology, Inc. 0.9%
Value ($000) $1,647 Shares 4,211 Est. Cost $92.99 Unrealized +296.8%
PAYX Paychex, Inc. 0.9%
Value ($000) $1,632 Shares 22,156 Est. Cost $45.90 Unrealized +26.2%
ABBV AbbVie, Inc. 0.9%
Value ($000) $1,631 Shares 17,243 Est. Cost $43.25 Unrealized +59.9%
GDX VanEck Vectors Gold Miners ETF 0.9%
Value ($000) $1,620 Shares 87,450 Est. Cost $22.00 Unrealized
PEP PepsiCo, Inc. 0.8%
Value ($000) $1,611 Shares 14,411 Est. Cost $79.36 Unrealized +13.8%
XOM Exxon Mobil Corp. 0.8%
Value ($000) $1,607 Shares 18,904 Est. Cost $56.52 Unrealized +3.0%
GOOG Alphabet, Inc. Class C 0.8%
Value ($000) $1,605 Shares 1,345 Est. Cost $38.79 Unrealized +53.2%
WMT Walmart, Inc. 0.8%
Value ($000) $1,556 Shares 16,567 Est. Cost $26.41 Unrealized +3.5%
FEX First Trust Large Cap Core AlphaDEX ETF 0.8%
Value ($000) $1,552 Shares 24,865 Est. Cost $49.36 Unrealized
Aqua America, Inc. 0.8%
Value ($000) $1,544 Shares 41,835 Est. Cost $31.03 Unrealized
EMR Emerson Electric Co. 0.8%
Value ($000) $1,536 Shares 20,057 Est. Cost $47.63 Unrealized +30.1%
AMT American Tower Corp. 0.8%
Value ($000) $1,517 Shares 10,439 Est. Cost $89.14 Unrealized +35.5%
HON Honeywell International 0.8%
Value ($000) $1,448 Shares 8,704 Est. Cost $92.49 Unrealized +31.5%
CVS CVS Health Corp. 0.7%
Value ($000) $1,408 Shares 17,886 Est. Cost $60.90 Unrealized -7.2%
PSA Public Storage 0.7%
Value ($000) $1,390 Shares 6,894 Est. Cost $151.15 Unrealized +5.2%
The Bank Of New York Mellon 0.7%
Value ($000) $1,367 Shares 26,806 Est. Cost $51.18 Unrealized
The Blackstone Group L.P. 0.6%
Value ($000) $1,220 Shares 32,032 Est. Cost $29.05 Unrealized
GLW Corning, Inc. 0.6%
Value ($000) $1,168 Shares 33,075 Est. Cost $19.36 Unrealized +36.7%
DEO Diageo plc 0.6%
Value ($000) $1,089 Shares 7,685 Est. Cost $104.02 Unrealized
ABT Abbott Laboratories 0.6%
Value ($000) $1,050 Shares 14,312 Est. Cost $33.77 Unrealized +71.2%
Qurate Retail Group A 0.6%
Value ($000) $1,048 Shares 47,200 Est. Cost $21.23 Unrealized
COST Costco Wholesale Corp. 0.5%
Value ($000) $1,033 Shares 4,400 Est. Cost $136.52 Unrealized +48.8%
MDLZ Mondelez International, Inc. 0.5%
Value ($000) $941 Shares 21,911 Est. Cost $35.08 Unrealized +1.5%
CMCSA Comcast Corp. Class A 0.5%
Value ($000) $876 Shares 24,732 Est. Cost $28.74 Unrealized +2.1%
SBUX Starbucks Corp. 0.5%
Value ($000) $874 Shares 15,385 Est. Cost $47.18 Unrealized -4.5%
GDXJ VanEck Vectors Junior Gold Miners ETF 0.5%
Value ($000) $871 Shares 31,850 Est. Cost $32.00 Unrealized
Kayne Anderson MLP/Midstream Invest. Co. 0.4%
Value ($000) $854 Shares 47,850 Est. Cost $18.18 Unrealized
META Facebook, Inc. 0.4%
Value ($000) $846 Shares 5,146 Est. Cost $143.27 Unrealized +25.5%
SPDR S&P 500 ETF 0.4%
Value ($000) $822 Shares 2,826 Est. Cost $223.42 Unrealized
BAX Baxter International, Inc. 0.4%
Value ($000) $813 Shares 10,546 Est. Cost $39.74 Unrealized +63.4%
BB&T Corp. 0.4%
Value ($000) $793 Shares 16,341 Est. Cost $50.35 Unrealized
ORCL Oracle Corp. 0.4%
Value ($000) $774 Shares 15,013 Est. Cost $35.52 Unrealized +22.7%
UTHR United Therapeutics Corp. 0.4%
Value ($000) $761 Shares 5,950 Est. Cost $125.70 Unrealized -1.6%
KKR & Co. 0.4%
Value ($000) $758 Shares 27,800 Est. Cost $22.20 Unrealized
ILMN Illumina, Inc. 0.4%
Value ($000) $752 Shares 2,050 Est. Cost $140.92 Unrealized +127.4%
EFAV iShares MSCI EAFE Minimum Volatility ETF 0.4%
Value ($000) $744 Shares 10,225 Est. Cost $73.36 Unrealized
MUB iShares S&P National Municipal Bond ETF 0.4%
Value ($000) $710 Shares 6,574 Est. Cost $108.95 Unrealized
MCD McDonald's Corp. 0.4%
Value ($000) $679 Shares 4,059 Est. Cost $94.93 Unrealized +42.0%
KO Coca-Cola Company 0.4%
Value ($000) $676 Shares 14,625 Est. Cost $31.24 Unrealized +16.2%
Nuveen Intermed. Duration Muni. Term Fund 0.3%
Value ($000) $662 Shares 53,000 Est. Cost $13.05 Unrealized
Eaton Corporation 0.3%
Value ($000) $661 Shares 7,625 Est. Cost $67.44 Unrealized
SYK Stryker Corp. 0.3%
Value ($000) $631 Shares 3,550 Est. Cost $103.92 Unrealized +51.6%
WELL Welltower, Inc. 0.3%
Value ($000) $600 Shares 9,335 Est. Cost $47.58 Unrealized +6.6%
ICF iShares Cohen & Steers Realty Index ETF 0.3%
Value ($000) $558 Shares 5,575 Est. Cost $99.87 Unrealized
UPS United Parcel Service Inc. 0.3%
Value ($000) $548 Shares 4,694 Est. Cost $84.99 Unrealized +4.1%
DIS Walt Disney Co. 0.3%
Value ($000) $529 Shares 4,521 Est. Cost $93.36 Unrealized +14.1%
TFX Teleflex Incorporated 0.3%
Value ($000) $503 Shares 1,892 Est. Cost $147.65 Unrealized +68.3%
EFA iShares MSCI EAFE Index ETF 0.3%
Value ($000) $491 Shares 7,221 Est. Cost $67.16 Unrealized
AMD Advanced Micro Devices 0.3%
Value ($000) $476 Shares 15,400 Est. Cost $13.39 Unrealized +68.5%
United Technologies 0.2%
Value ($000) $449 Shares 3,210 Est. Cost $112.63 Unrealized
CSCO Cisco Systems 0.2%
Value ($000) $435 Shares 8,934 Est. Cost $24.37 Unrealized +47.9%
BA Boeing Company 0.2%
Value ($000) $402 Shares 1,081 Est. Cost $221.08 Unrealized +53.4%
iShares Int'l Developed Property ETF 0.2%
Value ($000) $390 Shares 10,550 Est. Cost $33.69 Unrealized
CVX Chevron Corp. 0.2%
Value ($000) $384 Shares 3,144 Est. Cost $79.12 Unrealized +11.1%
Express Scripts, Inc. 0.2%
Value ($000) $374 Shares 3,937 Est. Cost $70.80 Unrealized
FFTY Innovator IBD 50 ETF 0.2%
Value ($000) $361 Shares 9,400 Est. Cost $33.74 Unrealized
ConocoPhillips 0.2%
Value ($000) $357 Shares 4,606 Est. Cost $69.47 Unrealized
VWO Vanguard FTSE Emerging Markets ETF 0.2%
Value ($000) $352 Shares 8,590 Est. Cost $37.10 Unrealized
SPOT Spotify Technology S.A. 0.2%
Value ($000) $341 Shares 1,883 Est. Cost $181.55 Unrealized +1.0%
D Dominion Resources 0.2%
Value ($000) $329 Shares 4,676 Est. Cost $52.43 Unrealized -2.7%
LMT Lockheed Martin Corp. 0.2%
Value ($000) $324 Shares 936 Est. Cost $230.01 Unrealized +14.9%
COR AmerisourceBergen Corp. 0.2%
Value ($000) $323 Shares 3,500 Est. Cost $66.83 Unrealized +0.5%
SHOP Shopify, Inc. 0.2%
Value ($000) $307 Shares 1,865 Est. Cost $14.36 Unrealized +6.0%
Bank of America Corp. 0.2%
Value ($000) $300 Shares 10,185 Est. Cost $22.72 Unrealized
IYY iShares Dow Jones Select Divid. Index ETF 0.2%
Value ($000) $299 Shares 2,999 Est. Cost $90.64 Unrealized
Twitter, Inc. 0.2%
Value ($000) $299 Shares 10,512 Est. Cost $16.56 Unrealized
EEMV iShares MSCI Emerg. Mkts. Min. Volat. ETF 0.2%
Value ($000) $297 Shares 5,000 Est. Cost $61.29 Unrealized
LLY Eli Lilly & Co. 0.2%
Value ($000) $295 Shares 2,750 Est. Cost $64.22 Unrealized +40.6%
ADBE Adobe Systems, Inc. 0.1%
Value ($000) $278 Shares 1,029 Est. Cost $107.79 Unrealized +139.2%
TIP iShares Barclays TIPS Bond ETF 0.1%
Value ($000) $266 Shares 2,405 Est. Cost $113.54 Unrealized
ARCC Ares Capital Corp. 0.1%
Value ($000) $257 Shares 14,962 Est. Cost $7.73 Unrealized +9.6%
VUG Vanguard Growth ETF 0.1%
Value ($000) $254 Shares 1,579 Est. Cost $120.87 Unrealized
GILD Gilead Sciences, Inc. 0.1%
Value ($000) $247 Shares 3,200 Est. Cost $50.30 Unrealized +13.0%
T AT&T, Inc. 0.1%
Value ($000) $247 Shares 7,358 Est. Cost $15.69 Unrealized -7.8%
WSFS WSFS Financial Corp. 0.1%
Value ($000) $244 Shares 5,173 Est. Cost $40.21 Unrealized +28.0%
C Citigroup, Inc. 0.1%
Value ($000) $241 Shares 3,353 Est. Cost $42.14 Unrealized +30.0%
IGF iShares Global Infrastructure ETF 0.1%
Value ($000) $237 Shares 5,625 Est. Cost $40.85 Unrealized
TSLA Tesla Motors, Inc. 0.1%
Value ($000) $235 Shares 888 Est. Cost $13.71 Unrealized +52.0%
SPMD SPDR Portfolio Mid Cap ETF 0.1%
Value ($000) $222 Shares 6,150 Est. Cost $36.10 Unrealized
PFE Pfizer, Inc. 0.1%
Value ($000) $212 Shares 4,803 Est. Cost $20.80 Unrealized +33.0%
DSI iShares MSCI KLD 400 Social Index ETF 0.1%
Value ($000) $209 Shares 1,956 Est. Cost $86.73 Unrealized
Northern Oil and Gas, Inc. 0.1%
Value ($000) $206 Shares 51,500 Est. Cost $3.03 Unrealized
Invesco QQQ ETF 0.1%
Value ($000) $204 Shares 1,100 Est. Cost $124.71 Unrealized
ESGD iShares MSCI EAFE ESG Optimized ETF 0.1%
Value ($000) $194 Shares 2,923 Est. Cost $60.21 Unrealized
Nektar Therapeutics 0.1%
Value ($000) $183 Shares 3,000 Est. Cost $61.00 Unrealized
DECK Deckers Outdoor Corp. 0.1%
Value ($000) $178 Shares 1,500 Est. Cost $17.30 Unrealized +12.2%
VXF Vanguard Extended Market ETF 0.1%
Value ($000) $178 Shares 1,450 Est. Cost $100.00 Unrealized
VPU Vanguard Utilities ETF 0.1%
Value ($000) $177 Shares 1,501 Est. Cost $107.04 Unrealized
Energy Transfer Partners, L.P. 0.1%
Value ($000) $176 Shares 7,911 Est. Cost $22.06 Unrealized
BMY Bristol-Myers Squibb Co 0.1%
Value ($000) $165 Shares 2,663 Est. Cost $40.90 Unrealized +10.0%
IBB iShares Nasdaq Biotechnology ETF 0.1%
Value ($000) $164 Shares 1,343 Est. Cost $158.21 Unrealized
EMLP First Trust N.A. Energy Infrastructure ETF 0.1%
Value ($000) $164 Shares 7,000 Est. Cost $22.61 Unrealized
BABA Alibaba Group Holdings Ltd. 0.1%
Value ($000) $162 Shares 983 Est. Cost $137.95 Unrealized
AXP American Express 0.1%
Value ($000) $160 Shares 1,500 Est. Cost $60.98 Unrealized +54.3%
EPD Enterprise Products Partners, L.P. 0.1%
Value ($000) $159 Shares 5,517 Est. Cost $27.39 Unrealized
MU Micron Technology, Inc. 0.1%
Value ($000) $156 Shares 3,450 Est. Cost $49.15 Unrealized +0.1%
PSX Phillips 66 0.1%
Value ($000) $153 Shares 1,355 Est. Cost $58.66 Unrealized +46.7%
REGN Regeneron Pharmaceuticals, Inc. 0.1%
Value ($000) $153 Shares 378 Est. Cost $388.90 Unrealized -2.7%
IEX IDEX Corp. 0.1%
Value ($000) $151 Shares 1,000 Est. Cost $136.25 Unrealized 0.0%
HD Home Depot 0.1%
Value ($000) $151 Shares 729 Est. Cost $137.53 Unrealized +22.1%
Carrizo Oil & Gas, Inc. 0.1%
Value ($000) $151 Shares 6,000 Est. Cost $21.33 Unrealized
XYZ Square, Inc. 0.1%
Value ($000) $142 Shares 1,430 Est. Cost $24.60 Unrealized +213.5%
General Electric 0.1%
Value ($000) $140 Shares 12,441 Est. Cost $27.24 Unrealized
GS Goldman Sachs Group 0.1%
Value ($000) $136 Shares 607 Est. Cost $178.91 Unrealized +9.8%
Covia Holdings Corp. 0.1%
Value ($000) $135 Shares 15,000 Est. Cost $12.80 Unrealized
CDK Global, Inc. 0.1%
Value ($000) $135 Shares 2,150 Est. Cost $66.77 Unrealized
Unilever plc 0.1%
Value ($000) $126 Shares 2,300 Est. Cost $45.22 Unrealized
PM Philip Morris International, Inc. 0.1%
Value ($000) $125 Shares 1,527 Est. Cost $59.77 Unrealized -7.2%
Daseke, Inc. 0.1%
Value ($000) $120 Shares 15,000 Est. Cost $9.27 Unrealized
ADP Automatic Data Processing 0.1%
Value ($000) $119 Shares 790 Est. Cost $78.46 Unrealized +54.0%
UNH UnitedHealth Group Inc. 0.1%
Value ($000) $119 Shares 448 Est. Cost $180.74 Unrealized +27.6%
FireEye, Inc. 0.1%
Value ($000) $118 Shares 6,950 Est. Cost $16.11 Unrealized
NFLX Netflix, Inc. 0.1%
Value ($000) $118 Shares 315 Est. Cost $20.56 Unrealized +76.5%
KMB Kimberly-Clark Corp. 0.1%
Value ($000) $117 Shares 1,027 Est. Cost $87.68 Unrealized -1.3%
XPO Logistics, Inc. 0.1%
Value ($000) $114 Shares 1,000 Est. Cost $102.00 Unrealized
QCOM QUALCOMM, Inc. 0.1%
Value ($000) $112 Shares 1,549 Est. Cost $52.49 Unrealized +4.1%
EXC Exelon Corporation 0.1%
Value ($000) $112 Shares 2,558 Est. Cost $17.25 Unrealized +38.0%
EPM Evolution Petroleum Corp. 0.1%
Value ($000) $111 Shares 10,000 Est. Cost $4.60 Unrealized +37.9%
MANH Manhattan Associates, Inc. 0.1%
Value ($000) $109 Shares 2,000 Est. Cost $46.69 Unrealized +14.2%
FITB Fifth Third Bancorp 0.1%
Value ($000) $106 Shares 3,800 Est. Cost $17.64 Unrealized +24.7%
FLOT iShares Floating Rate Bond ETF 0.1%
Value ($000) $102 Shares 2,000 Est. Cost $50.95 Unrealized
IWM iShares Russell 1000 Index ETF 0.1%
Value ($000) $102 Shares 616 Est. Cost $142.20 Unrealized
SEIC SEI Investments Co. 0.1%
Value ($000) $100 Shares 1,639 Est. Cost $56.20 Unrealized 0.0%
HighPoint Resources Corp. 0.1%
Value ($000) $98 Shares 20,000 Est. Cost $5.45 Unrealized
NVDA NVIDIA Corp. 0.1%
Value ($000) $98 Shares 350 Est. Cost $4.65 Unrealized +38.5%
PETS PetMed Express, Inc. 0.1%
Value ($000) $98 Shares 2,954 Est. Cost $38.84 Unrealized -3.8%
CAT Caterpillar Inc. 0.1%
Value ($000) $97 Shares 636 Est. Cost $123.35 Unrealized -2.3%
JEF Jefferies Financial Group, Inc. 0.0%
Value ($000) $94 Shares 4,282 Est. Cost $16.62 Unrealized 0.0%
ESGE iShares MSCI EM ESG Optimized ETF 0.0%
Value ($000) $93 Shares 2,800 Est. Cost $54.29 Unrealized
Invesco KBW High Dividend Yield Fin'l ETF 0.0%
Value ($000) $91 Shares 4,000 Est. Cost $24.16 Unrealized
ALLE Allegion plc 0.0%
Value ($000) $91 Shares 1,000 Est. Cost $76.06 Unrealized +1.1%
ACN Accenture Ltd. 0.0%
Value ($000) $87 Shares 510 Est. Cost $123.34 Unrealized +21.0%
CNX Resources Corp. 0.0%
Value ($000) $86 Shares 6,000 Est. Cost $18.20 Unrealized
BOOT Boot Barn Holdings, Inc. 0.0%
Value ($000) $85 Shares 3,000 Est. Cost $26.42 Unrealized 0.0%
IGIB iShares Intermed.-Term Corporate Bond ETF 0.0%
Value ($000) $85 Shares 1,600 Est. Cost $80.94 Unrealized
ZBH Zimmer Biomet Holdings, Inc. 0.0%
Value ($000) $85 Shares 650 Est. Cost $101.37 Unrealized +10.4%
THO Thor Industries, Inc. 0.0%
Value ($000) $84 Shares 1,000 Est. Cost $86.64 Unrealized -5.9%
PIMCO Strategic Income Fund, Inc. 0.0%
Value ($000) $84 Shares 8,582 Est. Cost $9.67 Unrealized
IGSB iShares Short-Term Corporate Bond ETF 0.0%
Value ($000) $83 Shares 1,603 Est. Cost $91.62 Unrealized
VNQ Vanguard REIT Index ETF 0.0%
Value ($000) $82 Shares 1,015 Est. Cost $80.59 Unrealized
SCHB Schwab U.S. Broad Market ETF 0.0%
Value ($000) $82 Shares 1,170 Est. Cost $56.04 Unrealized
WWD Woodward, Inc. 0.0%
Value ($000) $81 Shares 1,000 Est. Cost $76.64 Unrealized 0.0%
SRPT Sarepta Therapeutics, Inc. 0.0%
Value ($000) $81 Shares 500 Est. Cost $136.70 Unrealized 0.0%
CRL Charles River Laboratories International 0.0%
Value ($000) $81 Shares 600 Est. Cost $75.95 Unrealized +62.5%
MO Altria Group, Inc. 0.0%
Value ($000) $80 Shares 1,326 Est. Cost $37.65 Unrealized -10.9%
Kansas City Southern Industries, Inc. 0.0%
Value ($000) $79 Shares 700 Est. Cost $84.29 Unrealized
MDT Medtronic plc 0.0%
Value ($000) $79 Shares 800 Est. Cost $62.35 Unrealized +22.3%
EEM iShares MSCI Emerging Markets Index ETF 0.0%
Value ($000) $78 Shares 1,820 Est. Cost $38.58 Unrealized
LMAT LeMaitre Vascular, Inc. 0.0%
Value ($000) $77 Shares 2,000 Est. Cost $26.58 Unrealized +25.9%
NOC Northrop Grumman Corp. 0.0%
Value ($000) $75 Shares 236 Est. Cost $209.32 Unrealized +28.9%
AOA iShares Barclays Aggregate Bond ETF 0.0%
Value ($000) $73 Shares 690 Est. Cost $107.50 Unrealized
Cubic Corp. 0.0%
Value ($000) $73 Shares 1,002 Est. Cost $48.00 Unrealized
Royal Dutch Shell plc A 0.0%
Value ($000) $71 Shares 1,040 Est. Cost $54.73 Unrealized
MITK Mitek Systems, Inc. 0.0%
Value ($000) $71 Shares 10,000 Est. Cost $9.77 Unrealized -15.5%
SUB iShares Short-Term National Muni Bond ETF 0.0%
Value ($000) $71 Shares 681 Est. Cost $104.26 Unrealized
TXT Textron, Inc. 0.0%
Value ($000) $71 Shares 1,000 Est. Cost $63.87 Unrealized +5.8%
APD Air Products & Chemicals, Inc. 0.0%
Value ($000) $71 Shares 425 Est. Cost $111.62 Unrealized +21.8%
BIIB Biogen, Inc. 0.0%
Value ($000) $71 Shares 200 Est. Cost $296.43 Unrealized +16.2%
ORLY O'Reilly Automotive, Inc. 0.0%
Value ($000) $69 Shares 200 Est. Cost $17.41 Unrealized +22.1%
BSV Vanguard Short-Term Bond ETF 0.0%
Value ($000) $69 Shares 888 Est. Cost $77.14 Unrealized
IWP iShares Russell Mid-Cap Growth ETF 0.0%
Value ($000) $67 Shares 491 Est. Cost $103.53 Unrealized
Reaves Utility Income Fund 0.0%
Value ($000) $67 Shares 2,195 Est. Cost $30.24 Unrealized
WGO Winnebago Industries, Inc. 0.0%
Value ($000) $66 Shares 2,000 Est. Cost $42.11 Unrealized -8.3%
FIVE Five Below, Inc. 0.0%
Value ($000) $65 Shares 500 Est. Cost $67.37 Unrealized +65.2%
BDX Becton, Dickinson and Co. 0.0%
Value ($000) $65 Shares 250 Est. Cost $145.36 Unrealized +51.6%
LIT Global X Lithium & Battery Tech ETF 0.0%
Value ($000) $64 Shares 1,950 Est. Cost $32.87 Unrealized
XPMAX Pioneer Muni. High Income Advantage Trust 0.0%
Value ($000) $63 Shares 5,915 Est. Cost $11.67 Unrealized
LQD iShares GS $ InvesTop Corporate Bond ETF 0.0%
Value ($000) $62 Shares 540 Est. Cost $117.15 Unrealized
ServiceMaster Global Holdings, Inc. 0.0%
Value ($000) $62 Shares 1,000 Est. Cost $51.00 Unrealized
Vector Group Ltd. 0.0%
Value ($000) $62 Shares 4,508 Est. Cost $21.95 Unrealized
CTSH Cognizant Technology Solutions Corp. 0.0%
Value ($000) $62 Shares 800 Est. Cost $47.45 Unrealized +48.0%
AFL AFLAC Inc. 0.0%
Value ($000) $61 Shares 1,300 Est. Cost $28.46 Unrealized +35.2%
F Ford Motor Co. 0.0%
Value ($000) $60 Shares 6,532 Est. Cost $7.25 Unrealized -5.6%
Axcelis Technologies 0.0%
Value ($000) $59 Shares 3,000 Est. Cost $22.24 Unrealized
TD Toronto-Dominion Bank 0.0%
Value ($000) $59 Shares 978 Est. Cost $53.57 Unrealized +11.2%
CME CME Group, Inc. 0.0%
Value ($000) $59 Shares 348 Est. Cost $126.93 Unrealized +1.7%
Abraxas Petroleum Corp. 0.0%
Value ($000) $58 Shares 25,000 Est. Cost $2.74 Unrealized
Marvell Technology Group, LTD 0.0%
Value ($000) $58 Shares 3,000 Est. Cost $21.00 Unrealized
Cypress Semiconductor 0.0%
Value ($000) $58 Shares 4,000 Est. Cost $14.44 Unrealized
CORT Corcept Therapeutics, Inc. 0.0%
Value ($000) $56 Shares 4,000 Est. Cost $18.25 Unrealized -23.4%
LVHD Legg Mason Low Volatility High Div. ETF 0.0%
Value ($000) $55 Shares 1,800 Est. Cost $29.44 Unrealized
RWX SPDR Dow Jones Int'l Real Estate ETF 0.0%
Value ($000) $54 Shares 1,410 Est. Cost $38.30 Unrealized
Proofpoint, Inc. 0.0%
Value ($000) $53 Shares 500 Est. Cost $106.00 Unrealized
IWR iShares Russell MidCap Index ETF 0.0%
Value ($000) $52 Shares 235 Est. Cost $178.69 Unrealized
IJJ iShares S&P MidCap 400 Value Index ETF 0.0%
Value ($000) $52 Shares 308 Est. Cost $162.34 Unrealized
TBI TrueBlue, Inc. 0.0%
Value ($000) $52 Shares 2,000 Est. Cost $26.49 Unrealized +4.7%
IJK iShares S&P Mid-Cap 400 Growth ETF 0.0%
Value ($000) $51 Shares 220 Est. Cost $225.00 Unrealized
WYNN Wynn Resorts, LTD 0.0%
Value ($000) $51 Shares 400 Est. Cost $161.31 Unrealized -15.0%
Aegion Corp. 0.0%
Value ($000) $51 Shares 2,000 Est. Cost $24.67 Unrealized
HSY The Hershey Co. 0.0%
Value ($000) $51 Shares 500 Est. Cost $84.07 Unrealized -1.2%
IBM IBM 0.0%
Value ($000) $51 Shares 337 Est. Cost $111.07 Unrealized -8.8%
CHTR Charter Communications, Inc. 0.0%
Value ($000) $50 Shares 153 Est. Cost $271.63 Unrealized +12.4%
CoreLogic, Inc. 0.0%
Value ($000) $49 Shares 986 Est. Cost $36.51 Unrealized
EMN Eastman Chemical Co. 0.0%
Value ($000) $49 Shares 512 Est. Cost $53.34 Unrealized +43.1%
OXY Occidental Petroleum Corp. 0.0%
Value ($000) $49 Shares 600 Est. Cost $66.34 Unrealized +2.1%
NEE NextEra Energy, Inc. 0.0%
Value ($000) $49 Shares 293 Est. Cost $28.92 Unrealized +22.6%
Nuveen High Inc. Dec 2019 Target Term Fund 0.0%
Value ($000) $49 Shares 5,000 Est. Cost $10.20 Unrealized
PNC PNC Financial Services Group, Inc. 0.0%
Value ($000) $47 Shares 343 Est. Cost $118.19 Unrealized -7.4%
FR First Industrial Realty Trust, Inc. 0.0%
Value ($000) $47 Shares 1,500 Est. Cost $28.00 Unrealized
MET MetLife, Inc. 0.0%
Value ($000) $47 Shares 1,000 Est. Cost $36.68 Unrealized -3.1%
Carnival Corporation 0.0%
Value ($000) $47 Shares 737 Est. Cost $61.75 Unrealized
VYM Vanguard High Dividend Yield ETF 0.0%
Value ($000) $46 Shares 526 Est. Cost $81.75 Unrealized
MA MasterCard, Inc. 0.0%
Value ($000) $45 Shares 200 Est. Cost $142.19 Unrealized +40.9%
IEFA iShares Core MSCI EAFE ETF 0.0%
Value ($000) $45 Shares 702 Est. Cost $64.10 Unrealized
IRDM Iridium Communications, Inc. 0.0%
Value ($000) $45 Shares 2,000 Est. Cost $19.42 Unrealized 0.0%
Royal Dutch Shell plc B 0.0%
Value ($000) $45 Shares 631 Est. Cost $55.47 Unrealized
WFC Wells Fargo & Company 0.0%
Value ($000) $44 Shares 836 Est. Cost $39.89 Unrealized +16.6%
ROST Ross Stores, Inc. 0.0%
Value ($000) $43 Shares 438 Est. Cost $80.40 Unrealized +6.2%
PFIS Peoples Financial Services Corp. 0.0%
Value ($000) $43 Shares 1,004 Est. Cost $33.45 Unrealized +3.7%
LNC Lincoln National Corp. 0.0%
Value ($000) $41 Shares 601 Est. Cost $47.98 Unrealized -0.9%
DBEF Deutsche MSCI EAFE Hedged Equity ETF 0.0%
Value ($000) $40 Shares 1,232 Est. Cost $30.03 Unrealized
KEY KeyCorp 0.0%
Value ($000) $40 Shares 2,000 Est. Cost $12.48 Unrealized +17.3%
Energous Corp. 0.0%
Value ($000) $40 Shares 4,000 Est. Cost $16.00 Unrealized
UGI UGI Corporation 0.0%
Value ($000) $40 Shares 720 Est. Cost $53.89 Unrealized 0.0%
Celgene Corp. 0.0%
Value ($000) $40 Shares 442 Est. Cost $97.02 Unrealized
TWLO Twilio, Inc. 0.0%
Value ($000) $39 Shares 450 Est. Cost $30.45 Unrealized +140.1%
IWS iShares Russell Mid-Cap Value ETF 0.0%
Value ($000) $39 Shares 434 Est. Cost $82.95 Unrealized
Unilever N.V. 0.0%
Value ($000) $39 Shares 700 Est. Cost $42.51 Unrealized
VanEck Vectors Oil Services ETF 0.0%
Value ($000) $38 Shares 1,500 Est. Cost $24.00 Unrealized
TJX TJX Companies, Inc. 0.0%
Value ($000) $37 Shares 330 Est. Cost $39.45 Unrealized +17.8%
Equity Midstream Partners, L.P. 0.0%
Value ($000) $37 Shares 694 Est. Cost $53.31 Unrealized
XLV Health Care Select Sector SPDR ETF 0.0%
Value ($000) $36 Shares 381 Est. Cost $77.69 Unrealized
RIO Rio Tinto plc 0.0%
Value ($000) $36 Shares 700 Est. Cost $42.86 Unrealized
Allergan plc 0.0%
Value ($000) $36 Shares 191 Est. Cost $211.20 Unrealized
FIBK First Interstate BancSystem, Inc. 0.0%
Value ($000) $36 Shares 805 Est. Cost $23.52 Unrealized +28.2%
Raytheon Co. 0.0%
Value ($000) $36 Shares 174 Est. Cost $156.20 Unrealized
BKNG Bookings Holdings, Inc. 0.0%
Value ($000) $36 Shares 18 Est. Cost $1935.67 Unrealized +0.1%
AR Antero Resources Corp. 0.0%
Value ($000) $35 Shares 2,000 Est. Cost $19.36 Unrealized 0.0%
HYG iShares iBoxx $ High Yield Corp. Bond ETF 0.0%
Value ($000) $35 Shares 400 Est. Cost $87.50 Unrealized
ICUI ICU Medical, Inc. 0.0%
Value ($000) $35 Shares 125 Est. Cost $144.73 Unrealized +102.4%
PWR Quanta Services, Inc. 0.0%
Value ($000) $35 Shares 1,058 Est. Cost $35.82 Unrealized -6.8%
Laboratory Corp. of America Holdings 0.0%
Value ($000) $35 Shares 200 Est. Cost $130.00 Unrealized
FNCB Bancorp, Inc. 0.0%
Value ($000) $34 Shares 3,513 Est. Cost $6.00 Unrealized
Red Hat, Inc. 0.0%
Value ($000) $34 Shares 250 Est. Cost $148.00 Unrealized
DLR Digital Realty Trust, Inc. 0.0%
Value ($000) $34 Shares 303 Est. Cost $77.24 Unrealized +19.8%
GW Pharmaceuticals 0.0%
Value ($000) $33 Shares 190 Est. Cost $124.73 Unrealized
Spark Therapeutics, Inc. 0.0%
Value ($000) $33 Shares 600 Est. Cost $57.50 Unrealized
Hi-Crush Partners, L.P. 0.0%
Value ($000) $32 Shares 3,000 Est. Cost $10.67 Unrealized
EXAS Exact Sciences Corp. 0.0%
Value ($000) $32 Shares 400 Est. Cost $51.09 Unrealized +27.6%
YUM Yum! Brands, Inc. 0.0%
Value ($000) $32 Shares 349 Est. Cost $55.22 Unrealized +32.0%
EPP iShares MSCI Pacific ex-Japan ETF 0.0%
Value ($000) $32 Shares 700 Est. Cost $40.00 Unrealized
LAM Research Corp. 0.0%
Value ($000) $31 Shares 201 Est. Cost $205.00 Unrealized
VTV Vanguard Value ETF 0.0%
Value ($000) $31 Shares 277 Est. Cost $93.86 Unrealized
Invesco WilderHill Progressive Energy ETF 0.0%
Value ($000) $31 Shares 1,200 Est. Cost $25.83 Unrealized
ITW Illinois Tool Works, Inc. 0.0%
Value ($000) $31 Shares 220 Est. Cost $97.16 Unrealized +20.9%
Delta Air Lines, Inc. 0.0%
Value ($000) $30 Shares 512 Est. Cost $58.03 Unrealized
CL Colgate-Palmolive Company 0.0%
Value ($000) $30 Shares 451 Est. Cost $55.37 Unrealized +1.1%
2U, Inc. 0.0%
Value ($000) $30 Shares 400 Est. Cost $30.00 Unrealized
CTRA Cabot Oil & Gas Corp. 0.0%
Value ($000) $29 Shares 1,280 Est. Cost $17.21 Unrealized +0.3%
HAL Halliburton Company 0.0%
Value ($000) $28 Shares 700 Est. Cost $42.22 Unrealized -15.8%
Annaly Capital Management, Inc. 0.0%
Value ($000) $27 Shares 2,591 Est. Cost $10.03 Unrealized
IJT iShares S&P SmallCap 600 Growth Index ETF 0.0%
Value ($000) $27 Shares 134 Est. Cost $152.33 Unrealized
IWD iShares Russell 1000 Value ETF 0.0%
Value ($000) $25 Shares 198 Est. Cost $121.21 Unrealized
LVS Las Vegas Sands Corp. 0.0%
Value ($000) $25 Shares 419 Est. Cost $47.55 Unrealized +22.6%
VBR Vanguard Small-Cap Value ETF 0.0%
Value ($000) $25 Shares 182 Est. Cost $120.88 Unrealized
QDF FlexShares Quality Dividend ETF 0.0%
Value ($000) $24 Shares 500 Est. Cost $41.16 Unrealized
SO The Southern Company 0.0%
Value ($000) $24 Shares 556 Est. Cost $33.62 Unrealized +1.9%
Praxair, Inc. 0.0%
Value ($000) $24 Shares 150 Est. Cost $153.33 Unrealized
CE Celanese Corp. 0.0%
Value ($000) $24 Shares 208 Est. Cost $97.43 Unrealized +2.2%
SWKS Skyworks Solutions, Inc. 0.0%
Value ($000) $23 Shares 250 Est. Cost $63.42 Unrealized +24.3%
QRVO Qorvo, Inc. 0.0%
Value ($000) $23 Shares 300 Est. Cost $80.09 Unrealized 0.0%
O Realty Income Corp. 0.0%
Value ($000) $23 Shares 401 Est. Cost $35.15 Unrealized +10.0%
Altaba, Inc. 0.0%
Value ($000) $23 Shares 333 Est. Cost $54.55 Unrealized
IJS iShares S&P SmallCap 600 Value Index ETF 0.0%
Value ($000) $23 Shares 135 Est. Cost $140.00 Unrealized
SCHM Schwab U.S. Mid-Cap ETF 0.0%
Value ($000) $22 Shares 376 Est. Cost $55.66 Unrealized
TDOC Teladoc, Inc. 0.0%
Value ($000) $22 Shares 250 Est. Cost $16.98 Unrealized +319.6%
TEVA Teva Pharmaceutical Industries Ltd. 0.0%
Value ($000) $22 Shares 1,000 Est. Cost $36.21 Unrealized
BCPC Balchem Corp. 0.0%
Value ($000) $22 Shares 200 Est. Cost $74.87 Unrealized +34.5%
CenturyLink, Inc. 0.0%
Value ($000) $22 Shares 1,039 Est. Cost $17.83 Unrealized
TTWO Take-Two Interactive Software, Inc. 0.0%
Value ($000) $21 Shares 150 Est. Cost $109.19 Unrealized +16.9%
HST Host Hotels & Resorts, Inc. 0.0%
Value ($000) $21 Shares 1,000 Est. Cost $11.81 Unrealized +35.4%
MPC Marathon Petroleum Corp. 0.0%
Value ($000) $21 Shares 260 Est. Cost $47.72 Unrealized +31.0%
VDE Vanguard Energy ETF 0.0%
Value ($000) $21 Shares 200 Est. Cost $105.00 Unrealized
TXN Texas Instruments, Inc. 0.0%
Value ($000) $21 Shares 198 Est. Cost $89.53 Unrealized +0.8%
Goldcorp, Inc. 0.0%
Value ($000) $20 Shares 2,000 Est. Cost $14.00 Unrealized
FFIV F5 Networks, Inc. 0.0%
Value ($000) $20 Shares 100 Est. Cost $135.48 Unrealized +35.1%
BIP Brookfield Infrastructure Partners, L.P. 0.0%
Value ($000) $20 Shares 500 Est. Cost $40.00 Unrealized
CPT Camden Property Trust 0.0%
Value ($000) $19 Shares 200 Est. Cost $58.23 Unrealized +24.1%
InfraCap MLP ETF 0.0%
Value ($000) $19 Shares 2,500 Est. Cost $8.80 Unrealized
VTI Vanguard Total Stock ETF 0.0%
Value ($000) $19 Shares 127 Est. Cost $118.11 Unrealized
Invesco BRIC ETF 0.0%
Value ($000) $18 Shares 500 Est. Cost $28.00 Unrealized
VGK Vanguard MSCI Europe ETF 0.0%
Value ($000) $18 Shares 325 Est. Cost $48.70 Unrealized
NRG NRG Energy, Inc. 0.0%
Value ($000) $18 Shares 493 Est. Cost $9.47 Unrealized +194.2%
WU The Western Union Company 0.0%
Value ($000) $18 Shares 948 Est. Cost $22.15 Unrealized
MGA Magna International, Inc. 0.0%
Value ($000) $18 Shares 334 Est. Cost $44.46 Unrealized 0.0%
QURE uniQure N.V. 0.0%
Value ($000) $18 Shares 500 Est. Cost $32.02 Unrealized +16.2%
AMAT Applied Materials 0.0%
Value ($000) $17 Shares 450 Est. Cost $45.19 Unrealized -9.9%
VNM VanEck Vectors Vietnam ETF 0.0%
Value ($000) $17 Shares 1,000 Est. Cost $18.00 Unrealized
Meridian Bank 0.0%
Value ($000) $17 Shares 1,000 Est. Cost $19.95 Unrealized
USAC USA Compression Partners, LP 0.0%
Value ($000) $17 Shares 1,000 Est. Cost $17.00 Unrealized
PEG Public Service Enterprise Group, Inc. 0.0%
Value ($000) $16 Shares 300 Est. Cost $30.85 Unrealized +31.9%
STPZ PIMCO 1-5 Year U.S. TIPS ETF 0.0%
Value ($000) $16 Shares 305 Est. Cost $52.46 Unrealized
VanEck Vectors High-Yield Muni. Index ETF 0.0%
Value ($000) $16 Shares 500 Est. Cost $29.53 Unrealized
FDUS Fidus Investment Corp. 0.0%
Value ($000) $15 Shares 1,000 Est. Cost $5.75 Unrealized +10.7%
ORMP Oramed Pharmaceuticals, Inc. 0.0%
Value ($000) $15 Shares 3,150 Est. Cost $6.07 Unrealized -20.3%
GIS General Mills, Inc. 0.0%
Value ($000) $15 Shares 354 Est. Cost $44.74 Unrealized -21.9%
IP International Paper 0.0%
Value ($000) $15 Shares 307 Est. Cost $35.63 Unrealized 0.0%
Dollar General Corporation 0.0%
Value ($000) $14 Shares 132 Est. Cost $75.76 Unrealized
IEV iShares Europe ETF 0.0%
Value ($000) $14 Shares 300 Est. Cost $40.00 Unrealized
Kinder Morgan PFD 9.75 due 10/26/18 0.0%
Value ($000) $14 Shares 412 Est. Cost $31.55 Unrealized
XLF Financial Sector SPDR ETF 0.0%
Value ($000) $14 Shares 506 Est. Cost $24.19 Unrealized
SCHX Schwab U.S. Large Cap ETF 0.0%
Value ($000) $14 Shares 197 Est. Cost $71.07 Unrealized
MDXG MiMedx Group, Inc. 0.0%
Value ($000) $14 Shares 2,200 Est. Cost $8.98 Unrealized -49.7%
Duke Energy Corporation 0.0%
Value ($000) $14 Shares 181 Est. Cost $77.35 Unrealized
Chubb Corporation 0.0%
Value ($000) $14 Shares 104 Est. Cost $125.00 Unrealized
PGX Invesco Preferred ETF 0.0%
Value ($000) $13 Shares 891 Est. Cost $14.59 Unrealized
Beneficial Bancorp, Inc. 0.0%
Value ($000) $13 Shares 750 Est. Cost $18.00 Unrealized
RSG Republic Services, Inc. 0.0%
Value ($000) $13 Shares 176 Est. Cost $64.63 Unrealized 0.0%
JPMorgan Alerian MLP ETF 0.0%
Value ($000) $12 Shares 445 Est. Cost $29.21 Unrealized
ACWX iShares MSCI ACWI Index ETF 0.0%
Value ($000) $12 Shares 159 Est. Cost $56.60 Unrealized
Fluor Corp. 0.0%
Value ($000) $12 Shares 200 Est. Cost $52.27 Unrealized
GPC Genuine Parts Company 0.0%
Value ($000) $12 Shares 118 Est. Cost $79.16 Unrealized 0.0%
Walgreens Boots Alliance, Inc. 0.0%
Value ($000) $12 Shares 160 Est. Cost $81.25 Unrealized
PPG PPG Industries 0.0%
Value ($000) $12 Shares 106 Est. Cost $93.18 Unrealized +1.7%
ALK Alaska Air Group, Inc. 0.0%
Value ($000) $12 Shares 177 Est. Cost $62.60 Unrealized 0.0%
Cloudera, Inc. 0.0%
Value ($000) $12 Shares 700 Est. Cost $17.14 Unrealized
CHRW C.H. Robinson Worldwide, Inc. 0.0%
Value ($000) $12 Shares 125 Est. Cost $78.65 Unrealized 0.0%
V W.P. Carey, Inc. 0.0%
Value ($000) $11 Shares 171 Est. Cost $78.51 Unrealized +72.1%
UNP Union Pacific Corporation 0.0%
Value ($000) $11 Shares 67 Est. Cost $122.84 Unrealized +4.0%
SCHF Schwab International Equity ETF 0.0%
Value ($000) $11 Shares 339 Est. Cost $32.45 Unrealized
HCP, Inc. 0.0%
Value ($000) $11 Shares 432 Est. Cost $29.90 Unrealized
ALRM Alarm.com Holdings, Inc. 0.0%
Value ($000) $11 Shares 200 Est. Cost $29.03 Unrealized +73.2%
EIS iShares MSCI Israel Capped ETF 0.0%
Value ($000) $11 Shares 200 Est. Cost $45.00 Unrealized
XLE Energy Sector SPDR ETF 0.0%
Value ($000) $11 Shares 149 Est. Cost $75.00 Unrealized
SLB Schlumberger Ltd. 0.0%
Value ($000) $11 Shares 178 Est. Cost $52.03 Unrealized 0.0%
HRL Hormel Foods Corp. 0.0%
Value ($000) $10 Shares 263 Est. Cost $31.58 Unrealized 0.0%
HRB H&R Block, Inc. 0.0%
Value ($000) $10 Shares 400 Est. Cost $18.78 Unrealized +1.3%
India Fund, Inc. 0.0%
Value ($000) $10 Shares 445 Est. Cost $22.47 Unrealized
XAR SPDR S&P Aerospace & Defense ETF 0.0%
Value ($000) $10 Shares 100 Est. Cost $100.00 Unrealized
KHC Kraft Heinz Company 0.0%
Value ($000) $10 Shares 179 Est. Cost $58.70 Unrealized -28.8%
LTC LTC Properties, Inc. 0.0%
Value ($000) $10 Shares 230 Est. Cost $52.17 Unrealized
FAST Fastenal Company 0.0%
Value ($000) $9 Shares 150 Est. Cost $8.65 Unrealized +36.2%
PYPL PayPal Holdings, Inc. 0.0%
Value ($000) $9 Shares 98 Est. Cost $87.86 Unrealized 0.0%
HIMX Himax Technologies, Inc. 0.0%
Value ($000) $9 Shares 1,500 Est. Cost $6.00 Unrealized
LARK Landmark Bancorp, Inc. 0.0%
Value ($000) $8 Shares 500 Est. Cost $20.15 Unrealized +6.7%
DRI Darden Restaurants, Inc. 0.0%
Value ($000) $8 Shares 72 Est. Cost $91.85 Unrealized 0.0%
RLI RLI Corp. 0.0%
Value ($000) $8 Shares 103 Est. Cost $25.67 Unrealized +14.4%
HTGC Hercules Capital, Inc. 0.0%
Value ($000) $8 Shares 627 Est. Cost $13.89 Unrealized -3.9%
NWBI Northwest Bancshares, Inc. 0.0%
Value ($000) $8 Shares 450 Est. Cost $10.15 Unrealized +13.0%
ENB Enbridge, Inc. 0.0%
Value ($000) $8 Shares 257 Est. Cost $24.73 Unrealized -11.2%
DASAN Zhone Solutions, Inc. 0.0%
Value ($000) $7 Shares 500 Est. Cost $6.00 Unrealized
CERS Cerus Corp. 0.0%
Value ($000) $7 Shares 1,000 Est. Cost $6.13 Unrealized +18.5%
BlueStar TA-BIGITech Israel Tech. ETF 0.0%
Value ($000) $7 Shares 200 Est. Cost $30.00 Unrealized
NYMXF Nymox Pharmaceutical Corp. 0.0%
Value ($000) $6 Shares 2,500 Est. Cost $3.47 Unrealized -14.8%
EVH Evolent Health, Inc. 0.0%
Value ($000) $6 Shares 200 Est. Cost $19.70 Unrealized +21.1%
Anadarko Petroleum Corp. 0.0%
Value ($000) $6 Shares 96 Est. Cost $62.50 Unrealized
DE Deere & Company 0.0%
Value ($000) $5 Shares 36 Est. Cost $128.61 Unrealized 0.0%
MKL Markel Corp. 0.0%
Value ($000) $5 Shares 4 Est. Cost $1176.81 Unrealized 0.0%
SNA Snap, Inc. 0.0%
Value ($000) $5 Shares 558 Est. Cost $136.12 Unrealized +5.8%
SOXL Direxion Daily Semiconductor Bull 3X ETF 0.0%
Value ($000) $5 Shares 30 Est. Cost $133.33 Unrealized
XLRE Real Estate Select Sector SPDR ETF 0.0%
Value ($000) $5 Shares 149 Est. Cost $33.56 Unrealized
HIG Hartford Financial Svcs. 0.0%
Value ($000) $5 Shares 100 Est. Cost $41.04 Unrealized +6.1%
EXEL Exelixis, Inc. 0.0%
Value ($000) $5 Shares 300 Est. Cost $27.64 Unrealized -29.5%
CBS Corp. Class A 0.0%
Value ($000) $5 Shares 80 Est. Cost $62.50 Unrealized
CBS Corp. 0.0%
Value ($000) $5 Shares 80 Est. Cost $62.50 Unrealized
CGEN Compugen, Ltd. 0.0%
Value ($000) $4 Shares 1,000 Est. Cost $3.37 Unrealized +3.9%
FS Investment Corp. 0.0%
Value ($000) $4 Shares 500 Est. Cost $10.00 Unrealized
Weight Watchers International, Inc. 0.0%
Value ($000) $4 Shares 50 Est. Cost $80.00 Unrealized
Marathon Oil Corp. 0.0%
Value ($000) $3 Shares 144 Est. Cost $17.27 Unrealized
VPG Vishay Precision Group, Inc. 0.0%
Value ($000) $3 Shares 85 Est. Cost $33.93 Unrealized +19.9%
United States Oil ETF 0.0%
Value ($000) $3 Shares 200 Est. Cost $10.00 Unrealized
TDC Teradata Corp. 0.0%
Value ($000) $3 Shares 75 Est. Cost $30.31 Unrealized +33.1%
Quantum Materials Corp. 0.0%
Value ($000) $3 Shares 71,000 Est. Cost $0.10 Unrealized
UAA Under Armour, Inc. Class A 0.0%
Value ($000) $3 Shares 150 Est. Cost $31.52 Unrealized -34.0%
Nuveen AMT-Free Quality Muni. Income Fund 0.0%
Value ($000) $3 Shares 228 Est. Cost $13.16 Unrealized
INSYS Therapeutics, Inc. 0.0%
Value ($000) $3 Shares 250 Est. Cost $8.80 Unrealized
WDC Western Digital Corp. 0.0%
Value ($000) $3 Shares 47 Est. Cost $40.87 Unrealized +14.6%
DXCM DexCom, Inc. 0.0%
Value ($000) $3 Shares 20 Est. Cost $24.70 Unrealized +25.5%
WY Weyerhauser Company 0.0%
Value ($000) $3 Shares 100 Est. Cost $24.03 Unrealized +7.8%
Pivotal Software, Inc. 0.0%
Value ($000) $3 Shares 150 Est. Cost $20.00 Unrealized
DarioHealth Corp. 0.0%
Value ($000) $3 Shares 2,800 Est. Cost $3.21 Unrealized
Viacom, Inc. Class A 0.0%
Value ($000) $3 Shares 80 Est. Cost $37.50 Unrealized
Viacom, Inc. Class B 0.0%
Value ($000) $3 Shares 80 Est. Cost $43.50 Unrealized
Dunkin' Brands Group, Inc. 0.0%
Value ($000) $2 Shares 30 Est. Cost $66.67 Unrealized
UA Under Armour, Inc. Class C 0.0%
Value ($000) $2 Shares 100 Est. Cost $26.69 Unrealized -27.7%
PLUG Plug Power, Inc. 0.0%
Value ($000) $2 Shares 1,000 Est. Cost $1.28 Unrealized +52.7%
SIRIUS XM Radio, Inc. 0.0%
Value ($000) $2 Shares 373 Est. Cost $5.36 Unrealized
BIDU Baidu, Inc. 0.0%
Value ($000) $2 Shares 9 Est. Cost $111.11 Unrealized
VEU Vanguard FTSE All-World ex-U.S. ETF 0.0%
Value ($000) $2 Shares 48 Est. Cost $41.67 Unrealized
VYX NCR Corp. 0.0%
Value ($000) $2 Shares 66 Est. Cost $26.39 Unrealized -32.5%
SecureWorks Corp. 0.0%
Value ($000) $2 Shares 150 Est. Cost $13.33 Unrealized
Curis, Inc. 0.0%
Value ($000) $2 Shares 1,000 Est. Cost $2.00 Unrealized
Vodafone Group plc 0.0%
Value ($000) $2 Shares 76 Est. Cost $26.32 Unrealized
SMG The Scotts Miracle-Gro Compnay 0.0%
Value ($000) $2 Shares 22 Est. Cost $60.29 Unrealized 0.0%
Fitbit, Inc. 0.0%
Value ($000) $2 Shares 400 Est. Cost $5.00 Unrealized
ETFMG Video Game Tech ETF 0.0%
Value ($000) $2 Shares 50 Est. Cost $40.00 Unrealized
Call - General Elect. - $20 - Exp. 1/17/20 0.0%
Value ($000) $2 Shares 100 Est. Cost Unrealized
Transocean, Ltd. 0.0%
Value ($000) $2 Shares 165 Est. Cost $12.12 Unrealized
CHKP Check Point Software Technologies, Ltd. 0.0%
Value ($000) $2 Shares 20 Est. Cost $113.61 Unrealized 0.0%
TM Toyota Motor Corp. 0.0%
Value ($000) $1 Shares 5 Est. Cost $200.00 Unrealized
Columbia Energy Group 0.0%
Value ($000) $1 Shares 25 Est. Cost $20.00 Unrealized
Recro Pharma, Inc. 0.0%
Value ($000) $1 Shares 100 Est. Cost $10.00 Unrealized
The McClatchy Company 0.0%
Value ($000) $1 Shares 100 Est. Cost $10.00 Unrealized
EPAM EPAM Systems, Inc. 0.0%
Value ($000) $0 Shares 3 Est. Cost $134.68 Unrealized 0.0%
TGT Target Corp. 0.0%
Value ($000) $0 Shares 1 Est. Cost $58.46 Unrealized +16.3%
STWD Starwood Property Trust, Inc. 0.0%
Value ($000) $0 Shares 21 Est. Cost $20.83 Unrealized
LifeLogger Technologies Corp. 0.0%
Value ($000) $0 Shares 50 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
NFG National Fuel Gas Co. 0.0%
Value ($000) $0 Shares 2 Est. Cost $51.80 Unrealized +6.5%
Neuralstem, Inc. 0.0%
Value ($000) $0 Shares 92 Est. Cost Unrealized
Pandora Media, Inc. 0.0%
Value ($000) $0 Shares 40 Est. Cost Unrealized
Goodrich Petroleum Corp. 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
Frontier Communications Corp. 0.0%
Value ($000) $0 Shares 8 Est. Cost Unrealized
AAPL Put - Apple, Inc. - $190 - Exp. 10/19/18 0.0%
Value ($000) $0 Shares 5 Est. Cost $26.09 Unrealized +88.9%
United States Steel Corp. 0.0%
Value ($000) $0 Shares 14 Est. Cost Unrealized
AVEO Pharmaceuticals, Inc. 0.0%
Value ($000) $0 Shares 65 Est. Cost Unrealized
LEU Centrus Energy Corp. 0.0%
Value ($000) $0 Shares 40 Est. Cost $4.81 Unrealized -39.8%