Sterling Investment Advisors, Ltd. Diversified Active

CIK: 0001701132 · Show all filings

Period: Q2 2019 (← Previous) (Next →)

Filing Date: Aug 6, 2019

Total Value ($000): $195,454 (100.0% shares, 0.0% debt)

Holdings (432)

GMED Globus Medical, Inc. 7.1%
Value ($000) $13,863 Shares 327,723 Est. Cost $35.43 Unrealized +22.6%
AAPL Apple, Inc. 5.3%
Value ($000) $10,447 Shares 52,784 Est. Cost $26.63 Unrealized +75.1%
JPST JPMorgan Ultra-Short Income ETF 3.4%
Value ($000) $6,726 Shares 133,473 Est. Cost $50.15 Unrealized
ITOT iShares Core S&P Small-Cap ETF 3.3%
Value ($000) $6,399 Shares 81,748 Est. Cost $97.44 Unrealized
JNJ Johnson & Johnson 3.1%
Value ($000) $6,045 Shares 43,405 Est. Cost $103.12 Unrealized +11.3%
AMZN Amazon.com, Inc. 2.8%
Value ($000) $5,440 Shares 2,873 Est. Cost $43.00 Unrealized +116.6%
VZ Verizon Communications, Inc. 2.3%
Value ($000) $4,468 Shares 78,209 Est. Cost $31.62 Unrealized +26.6%
PFF iShares S&P US Preferred Stock Index ETF 2.3%
Value ($000) $4,465 Shares 121,167 Est. Cost $37.21 Unrealized
CWB SPDR Barclays Convertible Securities ETF 2.2%
Value ($000) $4,322 Shares 81,745 Est. Cost $45.85 Unrealized
Visa, Inc. 2.2%
Value ($000) $4,297 Shares 24,757 Est. Cost $79.80 Unrealized
MSFT Microsoft Corp. 2.0%
Value ($000) $3,814 Shares 28,473 Est. Cost $55.00 Unrealized +117.3%
GOOGL Alphabet, Inc. Class A 1.8%
Value ($000) $3,533 Shares 3,263 Est. Cost $40.79 Unrealized +40.8%
GLD SPDR Gold Shares ETF 1.6%
Value ($000) $3,158 Shares 23,710 Est. Cost $118.56 Unrealized
IJH iShares S&P Mid Cap 400 Index ETF 1.5%
Value ($000) $2,933 Shares 8,767 Est. Cost $290.14 Unrealized
BRK/B Berkshire Hathaway B 1.4%
Value ($000) $2,693 Shares 12,631 Est. Cost $156.06 Unrealized +32.6%
JPM J.P. Morgan Chase & Co. 1.4%
Value ($000) $2,650 Shares 23,707 Est. Cost $66.45 Unrealized +38.5%
BA The Boeing Co. 1.3%
Value ($000) $2,471 Shares 6,787 Est. Cost $330.87 Unrealized +8.0%
PG The Procter & Gamble Co. 1.2%
Value ($000) $2,350 Shares 21,429 Est. Cost $66.75 Unrealized +35.6%
GDX VanEck Vectors Gold Miners ETF 1.2%
Value ($000) $2,286 Shares 89,445 Est. Cost $21.95 Unrealized
AMGN Amgen, Inc. 1.1%
Value ($000) $2,218 Shares 12,038 Est. Cost $117.49 Unrealized +24.4%
XYZ Square, Inc. 1.1%
Value ($000) $2,151 Shares 29,658 Est. Cost $69.00 Unrealized +1.2%
FNX First Trust Mid Cap Core AlphaDEX ETF 1.1%
Value ($000) $2,106 Shares 30,607 Est. Cost $57.03 Unrealized
PPL PPL Corp. 1.1%
Value ($000) $2,066 Shares 66,614 Est. Cost $21.96 Unrealized +6.2%
HON Honeywell International, Inc. 1.0%
Value ($000) $2,034 Shares 11,648 Est. Cost $99.29 Unrealized +39.6%
BlackRock, Inc. 1.0%
Value ($000) $2,031 Shares 4,328 Est. Cost $386.02 Unrealized
3M Company 1.0%
Value ($000) $2,007 Shares 11,580 Est. Cost $178.97 Unrealized
TOL Toll Brothers, Inc. 1.0%
Value ($000) $1,989 Shares 54,305 Est. Cost $32.34 Unrealized +15.4%
GIS General Mills, Inc. 1.0%
Value ($000) $1,946 Shares 37,054 Est. Cost $34.68 Unrealized +18.9%
NKE Nike, Inc. 1.0%
Value ($000) $1,876 Shares 22,347 Est. Cost $48.35 Unrealized +59.5%
PAYX Paychex, Inc. 0.9%
Value ($000) $1,852 Shares 22,501 Est. Cost $47.03 Unrealized +47.9%
Merck & Co., Inc. 0.9%
Value ($000) $1,839 Shares 21,936 Est. Cost $58.93 Unrealized
PEP PepsiCo, Inc. 0.9%
Value ($000) $1,833 Shares 13,978 Est. Cost $79.60 Unrealized +31.6%
AMT American Tower Corp. 0.9%
Value ($000) $1,813 Shares 8,869 Est. Cost $89.14 Unrealized +88.7%
CVS CVS Health Corp. 0.9%
Value ($000) $1,783 Shares 32,726 Est. Cost $57.21 Unrealized -23.8%
LOW Lowes Companies Inc. 0.9%
Value ($000) $1,715 Shares 16,993 Est. Cost $60.55 Unrealized +54.3%
INTC Intel Corp. 0.9%
Value ($000) $1,681 Shares 35,119 Est. Cost $30.05 Unrealized +43.4%
GSBD Goldman Sachs BDC, Inc. 0.9%
Value ($000) $1,680 Shares 85,421 Est. Cost $22.52 Unrealized -10.4%
WMT Walmart, Inc. 0.9%
Value ($000) $1,676 Shares 15,165 Est. Cost $26.41 Unrealized +18.5%
Aqua America, Inc. 0.9%
Value ($000) $1,665 Shares 40,238 Est. Cost $31.24 Unrealized
CMI Cummins, Inc. 0.9%
Value ($000) $1,662 Shares 9,700 Est. Cost $119.98 Unrealized +15.2%
KKR & Co. 0.8%
Value ($000) $1,647 Shares 65,172 Est. Cost $21.90 Unrealized
AKAM Akamai Technologies, Inc. 0.8%
Value ($000) $1,623 Shares 20,250 Est. Cost $52.77 Unrealized +46.6%
PSA Public Storage 0.8%
Value ($000) $1,476 Shares 6,198 Est. Cost $151.15 Unrealized +15.0%
PFE Pfizer, Inc. 0.8%
Value ($000) $1,472 Shares 33,973 Est. Cost $28.11 Unrealized +4.0%
XOM Exxon Mobil Corp. 0.7%
Value ($000) $1,465 Shares 19,120 Est. Cost $56.45 Unrealized +0.8%
ALGN Align Technology, Inc. 0.7%
Value ($000) $1,406 Shares 5,136 Est. Cost $127.36 Unrealized +137.1%
DuPont de Nemours, Inc. 0.7%
Value ($000) $1,402 Shares 18,681 Est. Cost $75.05 Unrealized
GOOG Alphabet, Inc. Class C 0.7%
Value ($000) $1,392 Shares 1,288 Est. Cost $38.79 Unrealized +47.6%
The Blackstone Group, Inc. 0.7%
Value ($000) $1,379 Shares 31,052 Est. Cost $29.10 Unrealized
MDLZ Mondelez International, Inc. 0.7%
Value ($000) $1,332 Shares 24,709 Est. Cost $35.16 Unrealized +25.4%
SBUX Starbucks Corp. 0.6%
Value ($000) $1,249 Shares 14,895 Est. Cost $47.54 Unrealized +42.9%
FEX First Trust Large Cap Core AlphaDEX ETF 0.6%
Value ($000) $1,249 Shares 20,390 Est. Cost $49.41 Unrealized
ABBV AbbVie, Inc. 0.6%
Value ($000) $1,173 Shares 16,124 Est. Cost $43.25 Unrealized +37.3%
ABT Abbott Laboratories 0.6%
Value ($000) $1,171 Shares 13,918 Est. Cost $33.77 Unrealized +107.9%
EMR Emerson Electric Co. 0.6%
Value ($000) $1,106 Shares 16,575 Est. Cost $47.85 Unrealized +20.1%
DEO Diageo plc 0.5%
Value ($000) $1,055 Shares 6,120 Est. Cost $104.02 Unrealized
CMCSA Comcast Corp. Class A 0.5%
Value ($000) $1,040 Shares 24,593 Est. Cost $29.13 Unrealized +22.0%
COST Costco Wholesale Corp. 0.5%
Value ($000) $998 Shares 3,775 Est. Cost $136.52 Unrealized +66.0%
BND Vanguard Total Bond Market ETF 0.5%
Value ($000) $979 Shares 11,781 Est. Cost $82.89 Unrealized
GLW Corning, Inc. 0.5%
Value ($000) $951 Shares 28,625 Est. Cost $19.36 Unrealized +37.4%
SHOP Shopify, Inc. 0.5%
Value ($000) $894 Shares 2,980 Est. Cost $15.17 Unrealized +71.6%
DOW Dow, Inc. 0.5%
Value ($000) $893 Shares 18,107 Est. Cost $36.37 Unrealized 0.0%
Kayne Anderson MLP/Midstream Invest. Co. 0.4%
Value ($000) $855 Shares 55,850 Est. Cost $17.70 Unrealized
BAX Baxter International, Inc. 0.4%
Value ($000) $839 Shares 10,246 Est. Cost $39.74 Unrealized +72.3%
HD The Home Depot, Inc. 0.4%
Value ($000) $806 Shares 3,876 Est. Cost $148.44 Unrealized +14.2%
BB&T Corp. 0.4%
Value ($000) $803 Shares 16,341 Est. Cost $50.35 Unrealized
MUB iShares S&P National Municipal Bond ETF 0.4%
Value ($000) $743 Shares 6,574 Est. Cost $108.95 Unrealized
Nuveen Intermed. Duration Muni. Term Fund 0.4%
Value ($000) $739 Shares 55,000 Est. Cost $13.07 Unrealized
SPDR S&P 500 ETF 0.4%
Value ($000) $731 Shares 2,496 Est. Cost $223.42 Unrealized
SYK Stryker Corp. 0.4%
Value ($000) $725 Shares 3,525 Est. Cost $103.92 Unrealized +71.1%
SPMD SPDR Portfolio Mid Cap ETF 0.4%
Value ($000) $719 Shares 21,100 Est. Cost $32.57 Unrealized
MCD McDonalds Corp. 0.4%
Value ($000) $718 Shares 3,459 Est. Cost $94.93 Unrealized +78.8%
ILMN Illumina, Inc. 0.4%
Value ($000) $696 Shares 1,890 Est. Cost $143.80 Unrealized +119.6%
KO The Coca-Cola Co. 0.4%
Value ($000) $696 Shares 13,665 Est. Cost $31.62 Unrealized +26.3%
ORCL Oracle Corp. 0.4%
Value ($000) $690 Shares 12,113 Est. Cost $35.52 Unrealized +38.4%
DIS Walt Disney Co. 0.4%
Value ($000) $688 Shares 4,930 Est. Cost $94.64 Unrealized +35.3%
Eaton Corp. 0.3%
Value ($000) $672 Shares 8,075 Est. Cost $68.81 Unrealized
WELL Welltower, Inc. 0.3%
Value ($000) $642 Shares 7,875 Est. Cost $47.58 Unrealized +34.5%
UPS United Parcel Service, Inc. 0.3%
Value ($000) $620 Shares 6,005 Est. Cost $84.10 Unrealized -4.7%
ICF iShares Cohen & Steers Realty Index ETF 0.3%
Value ($000) $554 Shares 4,915 Est. Cost $99.89 Unrealized
CTVA Corteva, Inc. 0.3%
Value ($000) $538 Shares 18,198 Est. Cost $25.02 Unrealized 0.0%
GDXJ VanEck Vectors Junior Gold Miners ETF 0.3%
Value ($000) $510 Shares 14,600 Est. Cost $32.00 Unrealized
CSCO Cisco Systems 0.3%
Value ($000) $505 Shares 9,225 Est. Cost $25.38 Unrealized +78.0%
ADBE Adobe Systems, Inc. 0.2%
Value ($000) $400 Shares 1,357 Est. Cost $148.44 Unrealized +87.1%
EFA iShares MSCI EAFE Index ETF 0.2%
Value ($000) $383 Shares 5,832 Est. Cost $67.16 Unrealized
iShares Intl Developed Property ETF 0.2%
Value ($000) $360 Shares 9,477 Est. Cost $33.69 Unrealized
D Dominion Resources 0.2%
Value ($000) $357 Shares 4,618 Est. Cost $52.43 Unrealized +8.4%
VWO Vanguard FTSE Emerging Markets ETF 0.2%
Value ($000) $343 Shares 8,062 Est. Cost $37.10 Unrealized
LMT Lockheed Martin Corp. 0.2%
Value ($000) $324 Shares 891 Est. Cost $230.01 Unrealized +21.6%
AMD Advanced Micro Devices 0.2%
Value ($000) $304 Shares 10,000 Est. Cost $23.99 Unrealized +18.9%
IYY iShares Dow Jones Select Divid. Index ETF 0.2%
Value ($000) $297 Shares 2,981 Est. Cost $90.64 Unrealized
CVX Chevron Corp. 0.2%
Value ($000) $296 Shares 2,379 Est. Cost $79.54 Unrealized +13.5%
EFAV iShares MSCI EAFE Minimum Volatility ETF 0.1%
Value ($000) $292 Shares 4,025 Est. Cost $73.36 Unrealized
META Facebook, Inc. 0.1%
Value ($000) $286 Shares 1,482 Est. Cost $145.25 Unrealized +24.9%
TIP iShares Barclays TIPS Bond ETF 0.1%
Value ($000) $285 Shares 2,468 Est. Cost $113.59 Unrealized
United Technologies 0.1%
Value ($000) $284 Shares 2,183 Est. Cost $112.63 Unrealized
Twitter, Inc. 0.1%
Value ($000) $280 Shares 8,032 Est. Cost $16.90 Unrealized
ARCC Ares Capital Corp. 0.1%
Value ($000) $268 Shares 14,962 Est. Cost $7.73 Unrealized +21.5%
FFTY Innovator IBD 50 ETF 0.1%
Value ($000) $247 Shares 7,200 Est. Cost $33.74 Unrealized
NVDA NVIDIA Corp. 0.1%
Value ($000) $246 Shares 1,501 Est. Cost $4.04 Unrealized +1.9%
IGF iShares Global Infrastructure ETF 0.1%
Value ($000) $244 Shares 5,275 Est. Cost $40.85 Unrealized
UTHR United Therapeutics Corp. 0.1%
Value ($000) $244 Shares 3,125 Est. Cost $125.70 Unrealized -25.6%
LLY Eli Lilly & Co. 0.1%
Value ($000) $242 Shares 2,180 Est. Cost $64.22 Unrealized +68.2%
ETFMG Alternative Harvest ETF 0.1%
Value ($000) $238 Shares 7,500 Est. Cost $36.34 Unrealized
SPOT Spotify Technology S.A. 0.1%
Value ($000) $225 Shares 1,539 Est. Cost $145.30 Unrealized -5.3%
T AT&T, Inc. 0.1%
Value ($000) $224 Shares 6,689 Est. Cost $15.69 Unrealized -3.9%
WSFS WSFS Financial Corp. 0.1%
Value ($000) $218 Shares 5,270 Est. Cost $40.26 Unrealized +3.0%
TSLA Tesla Motors, Inc. 0.1%
Value ($000) $217 Shares 973 Est. Cost $14.22 Unrealized +9.4%
Invesco KBW High Dividend Yield Fin'l ETF 0.1%
Value ($000) $215 Shares 10,000 Est. Cost $22.44 Unrealized
DSI iShares MSCI KLD 400 Social Index ETF 0.1%
Value ($000) $214 Shares 1,956 Est. Cost $86.73 Unrealized
VUG Vanguard Growth ETF 0.1%
Value ($000) $212 Shares 1,296 Est. Cost $120.87 Unrealized
Invesco QQQ ETF 0.1%
Value ($000) $208 Shares 1,115 Est. Cost $125.18 Unrealized
MU Micron Technology, Inc. 0.1%
Value ($000) $205 Shares 5,300 Est. Cost $45.04 Unrealized -17.5%
VPU Vanguard Utilities ETF 0.1%
Value ($000) $200 Shares 1,501 Est. Cost $107.04 Unrealized
PPG PPG Industries 0.1%
Value ($000) $198 Shares 1,700 Est. Cost $90.59 Unrealized +10.8%
ConocoPhillips 0.1%
Value ($000) $193 Shares 3,168 Est. Cost $69.47 Unrealized
ET Energy Transfer, L.P. 0.1%
Value ($000) $190 Shares 13,503 Est. Cost $13.18 Unrealized
ESGD iShares MSCI EAFE ESG Optimized ETF 0.1%
Value ($000) $188 Shares 2,923 Est. Cost $60.21 Unrealized
AXP American Express 0.1%
Value ($000) $185 Shares 1,500 Est. Cost $60.98 Unrealized +76.2%
BABA Alibaba Group Holdings Ltd. 0.1%
Value ($000) $184 Shares 1,083 Est. Cost $148.28 Unrealized
CAT Caterpillar Inc. 0.1%
Value ($000) $183 Shares 1,342 Est. Cost $116.85 Unrealized -1.8%
EPD Enterprise Products Partners, L.P. 0.1%
Value ($000) $181 Shares 6,258 Est. Cost $27.54 Unrealized
NFLX Netflix, Inc. 0.1%
Value ($000) $178 Shares 485 Est. Cost $24.33 Unrealized +48.3%
TE Connectivity, Ltd. 0.1%
Value ($000) $176 Shares 1,834 Est. Cost $95.97 Unrealized
VXF Vanguard Extended Market ETF 0.1%
Value ($000) $172 Shares 1,450 Est. Cost $100.00 Unrealized
CIGNA Corp. 0.1%
Value ($000) $165 Shares 1,049 Est. Cost $186.64 Unrealized
Annaly Capital Management, Inc. 0.1%
Value ($000) $161 Shares 17,591 Est. Cost $9.77 Unrealized
LDOS Leidos Holdings, Inc. 0.1%
Value ($000) $160 Shares 2,000 Est. Cost $66.70 Unrealized 0.0%
ITW Illinois Tool Works, Inc. 0.1%
Value ($000) $158 Shares 1,045 Est. Cost $108.15 Unrealized +18.9%
NOC Northrop Grumman Corp. 0.1%
Value ($000) $153 Shares 474 Est. Cost $238.42 Unrealized +12.1%
Marvell Technology Group, LTD 0.1%
Value ($000) $143 Shares 6,000 Est. Cost $18.58 Unrealized
Unilever plc 0.1%
Value ($000) $143 Shares 2,300 Est. Cost $45.22 Unrealized
MANH Manhattan Associates, Inc. 0.1%
Value ($000) $139 Shares 2,000 Est. Cost $46.69 Unrealized +37.9%
Northern Oil and Gas, Inc. 0.1%
Value ($000) $138 Shares 71,500 Est. Cost $2.77 Unrealized
KMB Kimberly Clark Corp. 0.1%
Value ($000) $137 Shares 1,027 Est. Cost $87.68 Unrealized +16.5%
GS Goldman Sachs Group 0.1%
Value ($000) $135 Shares 660 Est. Cost $178.20 Unrealized -5.1%
LNC Lincoln National Corp. 0.1%
Value ($000) $129 Shares 2,000 Est. Cost $43.17 Unrealized +8.5%
ADP Automatic Data Processing 0.1%
Value ($000) $129 Shares 780 Est. Cost $78.46 Unrealized +79.7%
FLOT iShares Floating Rate Bond ETF 0.1%
Value ($000) $127 Shares 2,500 Est. Cost $50.76 Unrealized
EXC Exelon Corporation 0.1%
Value ($000) $123 Shares 2,558 Est. Cost $19.41 Unrealized +43.9%
Bank of America Corp. 0.1%
Value ($000) $121 Shares 4,185 Est. Cost $23.51 Unrealized
IEFA iShares Core MSCI EAFE ETF 0.1%
Value ($000) $119 Shares 1,944 Est. Cost $62.26 Unrealized
PSX Phillips 66 0.1%
Value ($000) $119 Shares 1,273 Est. Cost $58.66 Unrealized +16.8%
REGN Regeneron Pharmaceuticals, Inc. 0.1%
Value ($000) $118 Shares 378 Est. Cost $388.90 Unrealized -14.9%
SCHB Schwab U.S. Broad Market ETF 0.1%
Value ($000) $113 Shares 1,601 Est. Cost $57.74 Unrealized
RSPH Invesco S&P 500 Eq. Weight Health Care ETF 0.1%
Value ($000) $112 Shares 555 Est. Cost $201.80 Unrealized
BMY Bristol-Myers Squibb Co. 0.1%
Value ($000) $107 Shares 2,370 Est. Cost $40.90 Unrealized -11.7%
LQD iShares GS InvesTop Corporate Bond ETF 0.1%
Value ($000) $103 Shares 828 Est. Cost $117.35 Unrealized
FireEye, Inc. 0.1%
Value ($000) $103 Shares 6,950 Est. Cost $16.11 Unrealized
APPS Digital Turbine, Inc. 0.1%
Value ($000) $100 Shares 20,000 Est. Cost $2.75 Unrealized +46.5%
IWM iShares Russell 2000 Index ETF 0.0%
Value ($000) $97 Shares 616 Est. Cost $142.20 Unrealized
PIMCO Strategic Income Fund, Inc. 0.0%
Value ($000) $95 Shares 9,738 Est. Cost $9.68 Unrealized
WYNN Wynn Resorts, LTD 0.0%
Value ($000) $93 Shares 750 Est. Cost $132.81 Unrealized -8.8%
IGIB iShares Intermed.-Term Corporate Bond ETF 0.0%
Value ($000) $91 Shares 1,600 Est. Cost $80.94 Unrealized
TBI TrueBlue, Inc. 0.0%
Value ($000) $88 Shares 4,000 Est. Cost $24.92 Unrealized -6.9%
NRG NRG Energy, Inc. 0.0%
Value ($000) $88 Shares 2,493 Est. Cost $28.44 Unrealized +10.3%
MO Altria Group, Inc. 0.0%
Value ($000) $87 Shares 1,846 Est. Cost $35.29 Unrealized -12.4%
IGSB iShares Short-Term Corporate Bond ETF 0.0%
Value ($000) $87 Shares 1,623 Est. Cost $91.62 Unrealized
BOTZ Global X Robotics & A.I. ETF 0.0%
Value ($000) $87 Shares 4,200 Est. Cost $16.67 Unrealized
ROBO Robo Global Robotics & Automation ETF 0.0%
Value ($000) $83 Shares 2,090 Est. Cost $41.05 Unrealized
AFL AFLAC Inc. 0.0%
Value ($000) $82 Shares 1,500 Est. Cost $34.71 Unrealized +27.0%
UNH UnitedHealth Group Inc. 0.0%
Value ($000) $82 Shares 337 Est. Cost $180.74 Unrealized +19.2%
ADM Archer-Daniels-Midland Co. 0.0%
Value ($000) $82 Shares 2,000 Est. Cost $34.90 Unrealized -2.3%
Zynerba Pharmaceuticals, Inc. 0.0%
Value ($000) $81 Shares 6,000 Est. Cost $13.50 Unrealized
QCOM QUALCOMM, Inc. 0.0%
Value ($000) $80 Shares 1,050 Est. Cost $52.49 Unrealized +19.5%
Reaves Utility Income Fund 0.0%
Value ($000) $79 Shares 2,197 Est. Cost $30.24 Unrealized
EEM iShares MSCI Emerging Markets ETF 0.0%
Value ($000) $78 Shares 1,820 Est. Cost $38.58 Unrealized
MDT Medtronic plc 0.0%
Value ($000) $78 Shares 800 Est. Cost $62.35 Unrealized +22.2%
AOA iShares Barclays Aggregate Bond ETF 0.0%
Value ($000) $77 Shares 690 Est. Cost $107.50 Unrealized
ZBH Zimmer Biomet Holdings, Inc. 0.0%
Value ($000) $77 Shares 650 Est. Cost $101.37 Unrealized +9.4%
ACM AECOM Technology Corp. 0.0%
Value ($000) $76 Shares 2,000 Est. Cost $31.95 Unrealized 0.0%
IEMG iShares Core MSCI Emerging Markets ETF 0.0%
Value ($000) $75 Shares 1,449 Est. Cost $51.76 Unrealized
CTRA Cabot Oil & Gas Corp. 0.0%
Value ($000) $75 Shares 3,280 Est. Cost $18.28 Unrealized +3.8%
EMLP First Trust N.A. Energy Infrastructure ETF 0.0%
Value ($000) $75 Shares 3,000 Est. Cost $22.61 Unrealized
ORLY O'Reilly Automotive, Inc. 0.0%
Value ($000) $74 Shares 200 Est. Cost $17.41 Unrealized +45.5%
JEF Jefferies Financial Group, Inc. 0.0%
Value ($000) $73 Shares 3,782 Est. Cost $16.62 Unrealized -16.1%
SUB iShares Short-Term National Muni Bond ETF 0.0%
Value ($000) $73 Shares 681 Est. Cost $104.26 Unrealized
ACN Accenture Ltd. 0.0%
Value ($000) $72 Shares 389 Est. Cost $123.34 Unrealized +32.7%
KEY KeyCorp 0.0%
Value ($000) $71 Shares 4,000 Est. Cost $12.23 Unrealized +0.4%
PM Philip Morris International, Inc. 0.0%
Value ($000) $70 Shares 897 Est. Cost $59.77 Unrealized -2.5%
IWP iShares Russell Mid-Cap Growth ETF 0.0%
Value ($000) $70 Shares 491 Est. Cost $103.53 Unrealized
CORT Corcept Therapeutics, Inc. 0.0%
Value ($000) $67 Shares 6,000 Est. Cost $16.57 Unrealized -32.8%
HSY The Hershey Co. 0.0%
Value ($000) $67 Shares 500 Est. Cost $84.07 Unrealized +29.6%
Meridian Bank 0.0%
Value ($000) $65 Shares 3,870 Est. Cost $17.42 Unrealized
BDX Becton, Dickinson and Co. 0.0%
Value ($000) $63 Shares 250 Est. Cost $145.36 Unrealized +44.3%
TWLO Twilio, Inc. 0.0%
Value ($000) $61 Shares 450 Est. Cost $30.45 Unrealized +337.3%
Spark Therapeutics, Inc. 0.0%
Value ($000) $61 Shares 600 Est. Cost $113.33 Unrealized
CRM salesforce.com, inc. 0.0%
Value ($000) $61 Shares 400 Est. Cost $135.90 Unrealized +13.9%
ETSY Etsy, Inc. 0.0%
Value ($000) $61 Shares 1,000 Est. Cost $65.28 Unrealized 0.0%
Royal Dutch Shell plc A 0.0%
Value ($000) $59 Shares 900 Est. Cost $54.73 Unrealized
LVHD Legg Mason Low Volatility High Div. ETF 0.0%
Value ($000) $58 Shares 1,800 Est. Cost $29.44 Unrealized
SCHX Schwab U.S. Large Cap ETF 0.0%
Value ($000) $58 Shares 832 Est. Cost $61.78 Unrealized
CHTR Charter Communications, Inc. 0.0%
Value ($000) $57 Shares 143 Est. Cost $271.63 Unrealized +38.0%
TD Toronto-Dominion Bank 0.0%
Value ($000) $57 Shares 978 Est. Cost $53.57 Unrealized +5.0%
SEIC SEI Investments Co. 0.0%
Value ($000) $56 Shares 1,007 Est. Cost $56.20 Unrealized -12.2%
VNQ Vanguard REIT Index ETF 0.0%
Value ($000) $56 Shares 637 Est. Cost $80.59 Unrealized
FR First Industrial Realty Trust, Inc. 0.0%
Value ($000) $55 Shares 1,500 Est. Cost $28.00 Unrealized
XLF Financial Select Sector SPDR ETF 0.0%
Value ($000) $54 Shares 1,958 Est. Cost $26.70 Unrealized
MA MasterCard, Inc. 0.0%
Value ($000) $53 Shares 200 Est. Cost $142.19 Unrealized +69.7%
C Citigroup, Inc. 0.0%
Value ($000) $53 Shares 753 Est. Cost $42.14 Unrealized +25.5%
VXUS Vanguard Total Intl Stock Index ETF 0.0%
Value ($000) $53 Shares 1,000 Est. Cost $53.00 Unrealized
CTSH Cognizant Technology Solutions Corp. 0.0%
Value ($000) $51 Shares 800 Est. Cost $47.45 Unrealized +25.2%
PIMCO Dynamic Credit & Mortg. Income Fund 0.0%
Value ($000) $51 Shares 2,150 Est. Cost $20.93 Unrealized
MET MetLife, Inc. 0.0%
Value ($000) $50 Shares 1,000 Est. Cost $36.68 Unrealized +2.5%
FITB Fifth Third Bancorp 0.0%
Value ($000) $50 Shares 1,800 Est. Cost $17.64 Unrealized +19.3%
XLV Health Care Select Sector SPDR ETF 0.0%
Value ($000) $49 Shares 532 Est. Cost $82.65 Unrealized
GreenSky, Inc. 0.0%
Value ($000) $49 Shares 4,000 Est. Cost $11.25 Unrealized
Nuveen High Inc. Dec 2019 Target Term Fund 0.0%
Value ($000) $49 Shares 5,000 Est. Cost $10.20 Unrealized
VRA Vera Bradley, Inc. 0.0%
Value ($000) $48 Shares 4,000 Est. Cost $11.84 Unrealized 0.0%
NEE NextEra Energy, Inc. 0.0%
Value ($000) $47 Shares 227 Est. Cost $28.92 Unrealized +44.5%
Red Hat, Inc. 0.0%
Value ($000) $47 Shares 250 Est. Cost $148.00 Unrealized
EEMV iShares MSCI Emerg. Mkts. Min. Volat. ETF 0.0%
Value ($000) $47 Shares 800 Est. Cost $61.29 Unrealized
PNC PNC Financial Services Group, Inc. 0.0%
Value ($000) $47 Shares 343 Est. Cost $118.19 Unrealized -11.9%
VYM Vanguard High Dividend Yield ETF 0.0%
Value ($000) $46 Shares 526 Est. Cost $81.75 Unrealized
SRPT Sarepta Therapeutics, Inc. 0.0%
Value ($000) $46 Shares 300 Est. Cost $136.70 Unrealized -11.1%
IBM IBM 0.0%
Value ($000) $46 Shares 337 Est. Cost $111.07 Unrealized -11.2%
Diebold Nixdorf, Inc. 0.0%
Value ($000) $46 Shares 5,000 Est. Cost $11.00 Unrealized
PFIS Peoples Financial Services Corp. 0.0%
Value ($000) $45 Shares 1,004 Est. Cost $33.45 Unrealized +1.6%
RIO Rio Tinto plc 0.0%
Value ($000) $44 Shares 700 Est. Cost $42.86 Unrealized
FTDR Frontdoor, Inc. 0.0%
Value ($000) $44 Shares 1,000 Est. Cost $29.60 Unrealized +29.7%
Unilever N.V. 0.0%
Value ($000) $43 Shares 700 Est. Cost $42.51 Unrealized
KR The Kroger Co. 0.0%
Value ($000) $43 Shares 2,000 Est. Cost $22.34 Unrealized -5.7%
DoubleLine Income Solutions Fund 0.0%
Value ($000) $42 Shares 2,100 Est. Cost $17.14 Unrealized
PUMP ProPetro Holding Corp. 0.0%
Value ($000) $41 Shares 2,000 Est. Cost $17.90 Unrealized +18.7%
CoreLogic, Inc. 0.0%
Value ($000) $41 Shares 986 Est. Cost $36.51 Unrealized
Royal Dutch Shell plc B 0.0%
Value ($000) $41 Shares 631 Est. Cost $55.47 Unrealized
PWR Quanta Services, Inc. 0.0%
Value ($000) $40 Shares 1,058 Est. Cost $35.82 Unrealized +4.2%
O Realty Income Corp. 0.0%
Value ($000) $39 Shares 565 Est. Cost $38.67 Unrealized +27.9%
HYG iShares iBoxx $ High Yield Corp. Bond ETF 0.0%
Value ($000) $39 Shares 442 Est. Cost $87.57 Unrealized
IWS iShares Russell Mid-Cap Value ETF 0.0%
Value ($000) $39 Shares 434 Est. Cost $82.95 Unrealized
CBRE Clarion Glob. Real Estate Income Fund 0.0%
Value ($000) $39 Shares 5,200 Est. Cost $6.15 Unrealized
DBEF Deutsche MSCI EAFE Hedged Equity ETF 0.0%
Value ($000) $39 Shares 1,232 Est. Cost $30.03 Unrealized
General Electric 0.0%
Value ($000) $39 Shares 3,750 Est. Cost $27.24 Unrealized
UGI UGI Corporation 0.0%
Value ($000) $38 Shares 720 Est. Cost $53.89 Unrealized -1.2%
LAM Research Corp. 0.0%
Value ($000) $38 Shares 204 Est. Cost $205.00 Unrealized
PETS PetMed Express, Inc. 0.0%
Value ($000) $37 Shares 2,350 Est. Cost $38.84 Unrealized -49.4%
BOOT Boot Barn Holdings, Inc. 0.0%
Value ($000) $36 Shares 1,000 Est. Cost $30.12 Unrealized 0.0%
MBB iShares MBS ETF 0.0%
Value ($000) $36 Shares 339 Est. Cost $106.19 Unrealized
Proofpoint, Inc. 0.0%
Value ($000) $36 Shares 300 Est. Cost $106.00 Unrealized
BSV Vanguard Short-Term Bond ETF 0.0%
Value ($000) $36 Shares 444 Est. Cost $77.14 Unrealized
DLR Digital Realty Trust, Inc. 0.0%
Value ($000) $36 Shares 303 Est. Cost $77.24 Unrealized +22.4%
TJX TJX Companies, Inc. 0.0%
Value ($000) $35 Shares 660 Est. Cost $42.67 Unrealized +14.1%
Laboratory Corp. of America Holdings 0.0%
Value ($000) $35 Shares 200 Est. Cost $130.00 Unrealized
CME CME Group, Inc. 0.0%
Value ($000) $34 Shares 174 Est. Cost $126.93 Unrealized +13.8%
YUM Yum Brands, Inc. 0.0%
Value ($000) $34 Shares 304 Est. Cost $55.22 Unrealized +66.4%
ABIOMED, Inc. 0.0%
Value ($000) $34 Shares 130 Est. Cost $285.74 Unrealized
BKNG Bookings Holdings, Inc. 0.0%
Value ($000) $34 Shares 18 Est. Cost $1935.67 Unrealized -8.7%
Extended Stay America, Inc. 0.0%
Value ($000) $34 Shares 2,000 Est. Cost $17.00 Unrealized
FIBK First Interstate BancSystem, Inc. 0.0%
Value ($000) $33 Shares 823 Est. Cost $23.52 Unrealized +17.3%
GW Pharmaceuticals 0.0%
Value ($000) $33 Shares 190 Est. Cost $124.73 Unrealized
EPP iShares MSCI Pacific ex-Japan ETF 0.0%
Value ($000) $33 Shares 700 Est. Cost $40.00 Unrealized
VGT Vanguard Information Technology ETF 0.0%
Value ($000) $33 Shares 156 Est. Cost $211.54 Unrealized
CL Colgate-Palmolive Company 0.0%
Value ($000) $32 Shares 451 Est. Cost $55.37 Unrealized +9.9%
BYND Beyond Meat, Inc. 0.0%
Value ($000) $32 Shares 200 Est. Cost $111.57 Unrealized 0.0%
VIS Vanguard Industrials ETF 0.0%
Value ($000) $31 Shares 211 Est. Cost $146.92 Unrealized
VTV Vanguard Value ETF 0.0%
Value ($000) $31 Shares 277 Est. Cost $93.86 Unrealized
Equity Midstream Partners, L.P. 0.0%
Value ($000) $31 Shares 694 Est. Cost $53.31 Unrealized
EMN Eastman Chemical Co. 0.0%
Value ($000) $31 Shares 400 Est. Cost $53.34 Unrealized +12.1%
ICUI ICU Medical, Inc. 0.0%
Value ($000) $31 Shares 125 Est. Cost $144.73 Unrealized +60.1%
Raytheon Co. 0.0%
Value ($000) $30 Shares 174 Est. Cost $156.20 Unrealized
Axcelis Technologies 0.0%
Value ($000) $30 Shares 2,000 Est. Cost $21.12 Unrealized
WFC Wells Fargo & Company 0.0%
Value ($000) $30 Shares 636 Est. Cost $39.89 Unrealized -2.0%
OXY Occidental Petroleum Corp. 0.0%
Value ($000) $30 Shares 600 Est. Cost $66.34 Unrealized -26.4%
Canopy Growth Corp. 0.0%
Value ($000) $30 Shares 747 Est. Cost $38.06 Unrealized
Delta Air Lines, Inc. 0.0%
Value ($000) $29 Shares 519 Est. Cost $58.03 Unrealized
FNCB Bancorp, Inc. 0.0%
Value ($000) $28 Shares 3,577 Est. Cost $6.00 Unrealized
SO The Southern Company 0.0%
Value ($000) $28 Shares 500 Est. Cost $33.62 Unrealized +23.0%
TAN Invesco Solar ETF 0.0%
Value ($000) $28 Shares 1,000 Est. Cost $28.00 Unrealized
Slack Technologies, Inc. 0.0%
Value ($000) $28 Shares 740 Est. Cost $37.84 Unrealized
XLY Consumer Discret. Select Sector SPDR ETF 0.0%
Value ($000) $28 Shares 232 Est. Cost $120.69 Unrealized
VDC Vanguard Consumer Staples ETF 0.0%
Value ($000) $28 Shares 188 Est. Cost $148.94 Unrealized
RWX SPDR Dow Jones Intl Real Estate ETF 0.0%
Value ($000) $27 Shares 705 Est. Cost $38.30 Unrealized
ELAN Elanco Animal Health Inc. 0.0%
Value ($000) $26 Shares 767 Est. Cost $30.77 Unrealized +5.5%
IJK iShares S&P Mid-Cap 400 Growth ETF 0.0%
Value ($000) $25 Shares 110 Est. Cost $225.00 Unrealized
IJJ iShares S&P MidCap 400 Value Index ETF 0.0%
Value ($000) $25 Shares 154 Est. Cost $162.34 Unrealized
NEM Newmont Goldcorp Corp. 0.0%
Value ($000) $25 Shares 656 Est. Cost $27.95 Unrealized 0.0%
Vector Group Ltd. 0.0%
Value ($000) $24 Shares 2,508 Est. Cost $21.95 Unrealized
SCHM Schwab U.S. Mid-Cap ETF 0.0%
Value ($000) $24 Shares 414 Est. Cost $54.77 Unrealized
VBR Vanguard Small-Cap Value ETF 0.0%
Value ($000) $24 Shares 182 Est. Cost $120.88 Unrealized
Nabriva Therapeutics plc 0.0%
Value ($000) $24 Shares 10,000 Est. Cost $1.40 Unrealized
IJT iShares S&P SmallCap 600 Growth Index ETF 0.0%
Value ($000) $24 Shares 134 Est. Cost $152.33 Unrealized
VCSH Vanguard Short-Term Corp. Bond Index ETF 0.0%
Value ($000) $23 Shares 285 Est. Cost $80.70 Unrealized
Altaba, Inc. 0.0%
Value ($000) $23 Shares 333 Est. Cost $54.55 Unrealized
VanEck Vectors Oil Services ETF 0.0%
Value ($000) $22 Shares 1,500 Est. Cost $24.00 Unrealized
ROST Ross Stores, Inc. 0.0%
Value ($000) $22 Shares 219 Est. Cost $80.40 Unrealized +13.6%
IBB iShares Nasdaq Biotechnology ETF 0.0%
Value ($000) $22 Shares 205 Est. Cost $158.21 Unrealized
IWR iShares Russell MidCap Index ETF 0.0%
Value ($000) $22 Shares 400 Est. Cost $78.98 Unrealized
QDF FlexShares Quality Dividend ETF 0.0%
Value ($000) $22 Shares 500 Est. Cost $41.16 Unrealized
F Ford Motor Co. 0.0%
Value ($000) $22 Shares 2,130 Est. Cost $7.25 Unrealized -2.0%
Fluor Corp. 0.0%
Value ($000) $21 Shares 616 Est. Cost $36.86 Unrealized
Nektar Therapeutics 0.0%
Value ($000) $21 Shares 600 Est. Cost $49.72 Unrealized
BIP Brookfield Infrastructure Partners, L.P. 0.0%
Value ($000) $21 Shares 500 Est. Cost $40.00 Unrealized
CPT Camden Property Trust 0.0%
Value ($000) $21 Shares 200 Est. Cost $58.23 Unrealized +40.5%
QRVO Qorvo, Inc. 0.0%
Value ($000) $20 Shares 300 Est. Cost $80.09 Unrealized -13.2%
AMAT Applied Materials 0.0%
Value ($000) $20 Shares 450 Est. Cost $35.66 Unrealized +10.4%
XLC Communications Select Sector SPDR ETF 0.0%
Value ($000) $20 Shares 415 Est. Cost $48.19 Unrealized
BCPC Balchem Corp. 0.0%
Value ($000) $20 Shares 200 Est. Cost $74.87 Unrealized +25.1%
IJS iShares S&P SmallCap 600 Value Index ETF 0.0%
Value ($000) $20 Shares 135 Est. Cost $140.00 Unrealized
SWKS Skyworks Solutions, Inc. 0.0%
Value ($000) $19 Shares 250 Est. Cost $63.42 Unrealized +6.8%
Invesco BRIC ETF 0.0%
Value ($000) $19 Shares 500 Est. Cost $28.00 Unrealized
WU The Western Union Company 0.0%
Value ($000) $19 Shares 948 Est. Cost $22.15 Unrealized
VTI Vanguard Total Stock ETF 0.0%
Value ($000) $19 Shares 125 Est. Cost $118.11 Unrealized
APH Amphenol Corp. 0.0%
Value ($000) $19 Shares 200 Est. Cost $22.58 Unrealized 0.0%
VCIT Vanguard Interm.-Term Corporate Bond ETF 0.0%
Value ($000) $18 Shares 201 Est. Cost $89.55 Unrealized
PEG Public Service Enterprise Group, Inc. 0.0%
Value ($000) $18 Shares 300 Est. Cost $30.85 Unrealized +54.2%
USAC USA Compression Partners, L.P. 0.0%
Value ($000) $18 Shares 1,000 Est. Cost $17.00 Unrealized
FDN First Trust Dow Jones Internet Index ETF 0.0%
Value ($000) $18 Shares 128 Est. Cost $140.63 Unrealized
Dollar General Corporation 0.0%
Value ($000) $18 Shares 132 Est. Cost $75.76 Unrealized
TDOC Teladoc, Inc. 0.0%
Value ($000) $17 Shares 250 Est. Cost $16.98 Unrealized +243.2%
MGA Magna International, Inc. 0.0%
Value ($000) $17 Shares 334 Est. Cost $44.46 Unrealized -10.2%
VDE Vanguard Energy ETF 0.0%
Value ($000) $17 Shares 200 Est. Cost $105.00 Unrealized
Och-Ziff Capital Management Group, LLC 0.0%
Value ($000) $17 Shares 750 Est. Cost $22.67 Unrealized
TTWO Take-Two Interactive Software, Inc. 0.0%
Value ($000) $17 Shares 150 Est. Cost $109.19 Unrealized -5.7%
VNM VanEck Vectors Vietnam ETF 0.0%
Value ($000) $16 Shares 1,000 Est. Cost $18.00 Unrealized
BlueStar TA-BIGITech Israel Tech. ETF 0.0%
Value ($000) $16 Shares 400 Est. Cost $35.00 Unrealized
Carnival Corporation 0.0%
Value ($000) $16 Shares 337 Est. Cost $61.75 Unrealized
VanEck Vectors High-Yield Muni. Index ETF 0.0%
Value ($000) $16 Shares 250 Est. Cost $29.53 Unrealized
CATH Global X S&P 500 Catholic Values ETF 0.0%
Value ($000) $16 Shares 450 Est. Cost $35.56 Unrealized
Duke Energy Corporation 0.0%
Value ($000) $16 Shares 187 Est. Cost $77.67 Unrealized
FedEx Corp. 0.0%
Value ($000) $16 Shares 100 Est. Cost $180.00 Unrealized
FFIV F5 Networks, Inc. 0.0%
Value ($000) $15 Shares 100 Est. Cost $135.48 Unrealized +10.5%
V W.P. Carey, Inc. 0.0%
Value ($000) $15 Shares 179 Est. Cost $81.26 Unrealized +92.4%
Linde AG 0.0%
Value ($000) $15 Shares 75 Est. Cost $146.67 Unrealized
MPC Marathon Petroleum Corp. 0.0%
Value ($000) $15 Shares 263 Est. Cost $47.72 Unrealized -7.2%
2U, Inc. 0.0%
Value ($000) $15 Shares 400 Est. Cost $30.00 Unrealized
XLE Energy Select Sector SPDR ETF 0.0%
Value ($000) $15 Shares 237 Est. Cost $68.23 Unrealized
HCP, Inc. 0.0%
Value ($000) $14 Shares 432 Est. Cost $29.90 Unrealized
UBER Uber Technologies, Inc. 0.0%
Value ($000) $14 Shares 300 Est. Cost $42.45 Unrealized 0.0%
Curis, Inc. 0.0%
Value ($000) $14 Shares 7,500 Est. Cost $1.08 Unrealized
IP International Paper 0.0%
Value ($000) $14 Shares 318 Est. Cost $35.53 Unrealized -11.7%
Allergan plc 0.0%
Value ($000) $14 Shares 81 Est. Cost $211.20 Unrealized
SCHF Schwab International Equity ETF 0.0%
Value ($000) $13 Shares 404 Est. Cost $32.40 Unrealized
ACWX iShares MSCI ACWI Index ETF 0.0%
Value ($000) $12 Shares 159 Est. Cost $56.60 Unrealized
CGEN Compugen, Ltd. 0.0%
Value ($000) $12 Shares 3,000 Est. Cost $3.41 Unrealized +3.8%
SCHE Schwab Emerging Markets Equity ETF 0.0%
Value ($000) $12 Shares 442 Est. Cost $24.89 Unrealized
HRB H&R Block, Inc. 0.0%
Value ($000) $12 Shares 400 Est. Cost $18.78 Unrealized +10.3%
GPC Genuine Parts Company 0.0%
Value ($000) $12 Shares 118 Est. Cost $79.16 Unrealized +7.9%
HRL Hormel Foods Corp. 0.0%
Value ($000) $11 Shares 267 Est. Cost $31.58 Unrealized +7.5%
ORMP Oramed Pharmaceuticals, Inc. 0.0%
Value ($000) $11 Shares 3,150 Est. Cost $6.07 Unrealized -45.8%
JPMorgan Alerian MLP ETF 0.0%
Value ($000) $11 Shares 445 Est. Cost $29.21 Unrealized
CE Celanese Corp. 0.0%
Value ($000) $11 Shares 104 Est. Cost $97.43 Unrealized -6.2%
CHRW C.H. Robinson Worldwide, Inc. 0.0%
Value ($000) $11 Shares 125 Est. Cost $78.65 Unrealized -8.9%
ShockWave Medical, Inc. 0.0%
Value ($000) $11 Shares 200 Est. Cost $35.00 Unrealized
VAW Vanguard Materials ETF 0.0%
Value ($000) $11 Shares 83 Est. Cost $132.53 Unrealized
PYPL PayPal Holdings, Inc. 0.0%
Value ($000) $11 Shares 98 Est. Cost $87.86 Unrealized +25.9%
ALRM Alarm.com Holdings, Inc. 0.0%
Value ($000) $11 Shares 200 Est. Cost $29.03 Unrealized +112.6%
ALK Alaska Air Group, Inc. 0.0%
Value ($000) $11 Shares 177 Est. Cost $62.60 Unrealized -4.7%
XLRE Real Estate Select Sector SPDR ETF 0.0%
Value ($000) $11 Shares 294 Est. Cost $37.41 Unrealized
LTC LTC Properties, Inc. 0.0%
Value ($000) $11 Shares 230 Est. Cost $52.17 Unrealized
CenturyLink, Inc. 0.0%
Value ($000) $10 Shares 840 Est. Cost $14.22 Unrealized
XAR SPDR S&P Aerospace & Defense ETF 0.0%
Value ($000) $10 Shares 100 Est. Cost $100.00 Unrealized
FAST Fastenal Company 0.0%
Value ($000) $10 Shares 300 Est. Cost $11.29 Unrealized +23.4%
Celgene Corp. 0.0%
Value ($000) $9 Shares 92 Est. Cost $97.02 Unrealized
MDXG MiMedx Group, Inc. 0.0%
Value ($000) $9 Shares 2,200 Est. Cost $8.98 Unrealized -58.9%
RLI RLI Corp. 0.0%
Value ($000) $9 Shares 103 Est. Cost $25.67 Unrealized +28.2%
TEVA Teva Pharmaceutical Industries Ltd. 0.0%
Value ($000) $9 Shares 1,000 Est. Cost $36.21 Unrealized
Walgreens Boots Alliance, Inc. 0.0%
Value ($000) $9 Shares 160 Est. Cost $81.25 Unrealized
Independent Bank Group, Inc. 0.0%
Value ($000) $9 Shares 166 Est. Cost $54.22 Unrealized
India Fund, Inc. 0.0%
Value ($000) $9 Shares 445 Est. Cost $22.47 Unrealized
CERS Cerus Corp. 0.0%
Value ($000) $8 Shares 1,500 Est. Cost $6.11 Unrealized -9.6%
LARK Landmark Bancorp, Inc. 0.0%
Value ($000) $8 Shares 500 Est. Cost $20.15 Unrealized -7.1%
BIV Vanguard Intermediate-Term Bond ETF 0.0%
Value ($000) $8 Shares 91 Est. Cost $87.91 Unrealized
NWBI Northwest Bancshares, Inc. 0.0%
Value ($000) $8 Shares 450 Est. Cost $10.15 Unrealized +11.0%
LPX Louisiana-Pacific Corp. 0.0%
Value ($000) $8 Shares 320 Est. Cost $22.67 Unrealized +8.1%
SNA Snap, Inc. 0.0%
Value ($000) $8 Shares 525 Est. Cost $136.12 Unrealized +0.4%
WY Weyerhauser Company 0.0%
Value ($000) $8 Shares 300 Est. Cost $21.15 Unrealized -6.8%
XLU Utilities Select Sector SPDR ETF 0.0%
Value ($000) $7 Shares 116 Est. Cost $60.34 Unrealized
Weight Watchers International, Inc. 0.0%
Value ($000) $7 Shares 350 Est. Cost $28.57 Unrealized
LVS Las Vegas Sands Corp. 0.0%
Value ($000) $7 Shares 115 Est. Cost $47.55 Unrealized +17.7%
SLB Schlumberger Ltd. 0.0%
Value ($000) $7 Shares 184 Est. Cost $51.57 Unrealized -34.8%
SVVC Firsthand Technology Value Fund, Inc. 0.0%
Value ($000) $7 Shares 800 Est. Cost $10.93 Unrealized 0.0%
HAL Halliburton Company 0.0%
Value ($000) $7 Shares 300 Est. Cost $42.22 Unrealized -46.2%
HIG Hartford Financial Svcs. 0.0%
Value ($000) $6 Shares 100 Est. Cost $41.04 Unrealized +11.1%
DE Deere & Company 0.0%
Value ($000) $6 Shares 36 Est. Cost $128.61 Unrealized +10.0%
DASAN Zhone Solutions, Inc. 0.0%
Value ($000) $6 Shares 500 Est. Cost $6.00 Unrealized
EXEL Exelixis, Inc. 0.0%
Value ($000) $6 Shares 300 Est. Cost $27.64 Unrealized -24.2%
HIMX Himax Technologies, Inc. 0.0%
Value ($000) $5 Shares 1,500 Est. Cost $6.00 Unrealized
KIE SPDR S&P Insurance ETF 0.0%
Value ($000) $5 Shares 144 Est. Cost $34.72 Unrealized
NYMXF Nymox Pharmaceutical Corp. 0.0%
Value ($000) $4 Shares 2,500 Est. Cost $3.47 Unrealized -49.5%
VGK Vanguard MSCI Europe ETF 0.0%
Value ($000) $4 Shares 75 Est. Cost $48.70 Unrealized
UAA Under Armour, Inc. Class A 0.0%
Value ($000) $4 Shares 150 Est. Cost $31.52 Unrealized -25.7%
KHC Kraft Heinz Company 0.0%
Value ($000) $4 Shares 133 Est. Cost $58.70 Unrealized -61.1%
DXCM DexCom, Inc. 0.0%
Value ($000) $4 Shares 25 Est. Cost $26.05 Unrealized +20.7%
DBX Dropbox, Inc. 0.0%
Value ($000) $3 Shares 100 Est. Cost $23.28 Unrealized -0.8%
FS KKR Capital Corp. 0.0%
Value ($000) $3 Shares 500 Est. Cost $4.00 Unrealized
BANC Banc of California, Inc. 0.0%
Value ($000) $3 Shares 237 Est. Cost $13.83 Unrealized -11.5%
TDC Teradata Corp. 0.0%
Value ($000) $3 Shares 75 Est. Cost $30.31 Unrealized +28.6%
Quantum Materials Corp. 0.0%
Value ($000) $3 Shares 91,000 Est. Cost $0.08 Unrealized
HYLB Xtrackers USD High Yield Corp. Bond ETF 0.0%
Value ($000) $2 Shares 33 Est. Cost $60.61 Unrealized
SecureWorks Corp. 0.0%
Value ($000) $2 Shares 150 Est. Cost $13.33 Unrealized
VEU Vanguard FTSE All-World ex-U.S. ETF 0.0%
Value ($000) $2 Shares 48 Est. Cost $41.67 Unrealized
SMG The Scotts Miracle-Gro Co. 0.0%
Value ($000) $2 Shares 22 Est. Cost $60.29 Unrealized +15.6%
PAWZ ProShares Pet Care ETF 0.0%
Value ($000) $2 Shares 40 Est. Cost $50.00 Unrealized
CHKP Check Point Software Technologies, Ltd. 0.0%
Value ($000) $2 Shares 20 Est. Cost $113.61 Unrealized +3.9%
Marathon Oil Corp. 0.0%
Value ($000) $2 Shares 144 Est. Cost $17.27 Unrealized
UA Under Armour, Inc. Class C 0.0%
Value ($000) $2 Shares 100 Est. Cost $26.69 Unrealized -22.1%
United States Oil ETF 0.0%
Value ($000) $2 Shares 200 Est. Cost $10.00 Unrealized
SIRIUS XM Radio, Inc. 0.0%
Value ($000) $2 Shares 430 Est. Cost $5.27 Unrealized
PGX Invesco Preferred ETF 0.0%
Value ($000) $2 Shares 167 Est. Cost $11.98 Unrealized
VYX NCR Corp. 0.0%
Value ($000) $2 Shares 66 Est. Cost $26.39 Unrealized -29.6%
ETFMG Video Game Tech ETF 0.0%
Value ($000) $2 Shares 50 Est. Cost $40.00 Unrealized
Dunkin Brands Group, Inc. 0.0%
Value ($000) $2 Shares 30 Est. Cost $66.67 Unrealized
Fitbit, Inc. 0.0%
Value ($000) $2 Shares 400 Est. Cost $5.00 Unrealized
EVH Evolent Health, Inc. 0.0%
Value ($000) $2 Shares 200 Est. Cost $19.70 Unrealized -39.9%
WAB Wabtec Corp. 0.0%
Value ($000) $1 Shares 18 Est. Cost $69.17 Unrealized -1.5%
TM Toyota Motor Corp. 0.0%
Value ($000) $1 Shares 5 Est. Cost $200.00 Unrealized
BIDU Baidu, Inc. 0.0%
Value ($000) $1 Shares 9 Est. Cost $111.11 Unrealized
Columbia Energy Group 0.0%
Value ($000) $1 Shares 25 Est. Cost $20.00 Unrealized
Vodafone Group plc 0.0%
Value ($000) $1 Shares 76 Est. Cost $26.32 Unrealized
Aurora Cannabis, Inc. 0.0%
Value ($000) $1 Shares 100 Est. Cost $10.00 Unrealized
Transocean, Ltd. 0.0%
Value ($000) $1 Shares 165 Est. Cost $12.12 Unrealized
KSS Kohls Corporation 0.0%
Value ($000) $1 Shares 15 Est. Cost $60.32 Unrealized 0.0%
DarioHealth Corp. 0.0%
Value ($000) $1 Shares 2,800 Est. Cost $3.21 Unrealized
GlaxoSmithKline plc 0.0%
Value ($000) $1 Shares 33 Est. Cost $30.30 Unrealized
EPAM EPAM Systems, Inc. 0.0%
Value ($000) $1 Shares 3 Est. Cost $134.68 Unrealized +27.9%
Goodrich Petroleum Corp. 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
INSYS Therapeutics, Inc. 0.0%
Value ($000) $0 Shares 250 Est. Cost $8.80 Unrealized
GAP The Gap, Inc. 0.0%
Value ($000) $0 Shares 20 Est. Cost $20.02 Unrealized -11.4%
Neuralstem, Inc. 0.0%
Value ($000) $0 Shares 92 Est. Cost Unrealized
Aphria, Inc. 0.0%
Value ($000) $0 Shares 40 Est. Cost Unrealized
TGT Target Corp. 0.0%
Value ($000) $0 Shares 1 Est. Cost $58.46 Unrealized +15.9%
Melinta Therapeutics, Inc. 0.0%
Value ($000) $0 Shares 19 Est. Cost $21.05 Unrealized
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
NFG National Fuel Gas Co. 0.0%
Value ($000) $0 Shares 2 Est. Cost $51.80 Unrealized +9.9%
Call - General Elect. - 20 - Exp. 1/17/20 0.0%
Value ($000) $0 Shares 100 Est. Cost Unrealized
LYFT Lyft, Inc. 0.0%
Value ($000) $0 Shares 2 Est. Cost $60.12 Unrealized 0.0%
LEU Centrus Energy Corp. 0.0%
Value ($000) $0 Shares 40 Est. Cost $4.81 Unrealized -33.5%
VEEV Veeva Systems, Inc. 0.0%
Value ($000) $0 Shares 3 Est. Cost $145.72 Unrealized 0.0%
STWD Starwood Property Trust, Inc. 0.0%
Value ($000) $0 Shares 21 Est. Cost $20.83 Unrealized
LEVI Levi Strauss & Co. 0.0%
Value ($000) $0 Shares 2 Est. Cost $18.99 Unrealized 0.0%
Frontier Communications Corp. 0.0%
Value ($000) $0 Shares 8 Est. Cost Unrealized