Heritage Trust Co Diversified Active

CIK: 0001706028 · Show all filings

Period: Q2 2018 (← Previous) (Next →)

Filing Date: Aug 15, 2018

Total Value ($000): $266,062 (100.0% shares, 0.0% debt)

Holdings (411)

VEA VANGUARD FTSE DEVELOPED MARKETS ETF 13.7%
Value ($000) $36,338 Shares 847,028 Est. Cost $39.49 Unrealized
VWO VANGUARD INTL EQUITY INDEX FMSCI EMR MKT ETF 7.0%
Value ($000) $18,679 Shares 442,634 Est. Cost $40.10 Unrealized
AAPL APPLE INC COM 3.5%
Value ($000) $9,297 Shares 50,227 Est. Cost $30.44 Unrealized +40.4%
MSFT MICROSOFT CORP COM 3.3%
Value ($000) $8,689 Shares 88,114 Est. Cost $57.84 Unrealized +55.2%
TIP ISHARES TR INDEX BARCLYS TIPS BD 3.2%
Value ($000) $8,578 Shares 76,004 Est. Cost $114.65 Unrealized
SCZ ISHARES TR MSCI SMALL CAP 3.1%
Value ($000) $8,189 Shares 130,528 Est. Cost $54.30 Unrealized
GOOG ALPHABET INC CAP STK CL C 2.2%
Value ($000) $5,796 Shares 5,195 Est. Cost $40.77 Unrealized +31.5%
PAYC PAYCOM SOFTWARE INC COM 1.9%
Value ($000) $4,942 Shares 50,000 Est. Cost $50.84 Unrealized +107.9%
ABBV ABBVIE INC COM 1.6%
Value ($000) $4,313 Shares 46,554 Est. Cost $43.48 Unrealized +62.2%
IEMG ISHARES INC CORE MSCI EMKT 1.6%
Value ($000) $4,306 Shares 82,027 Est. Cost $48.27 Unrealized
JNJ JOHNSON & JOHNSON COM 1.5%
Value ($000) $4,021 Shares 33,144 Est. Cost $93.39 Unrealized +7.8%
JPM JPMORGAN CHASE & CO COM 1.5%
Value ($000) $3,898 Shares 37,407 Est. Cost $69.68 Unrealized +27.8%
QCOM QUALCOMM INC COM 1.4%
Value ($000) $3,794 Shares 67,626 Est. Cost $45.51 Unrealized +0.9%
VNQ VANGUARD INDEX FDS REIT ETF 1.4%
Value ($000) $3,709 Shares 45,531 Est. Cost $82.59 Unrealized
XOM EXXON MOBIL CORP COM 1.4%
Value ($000) $3,651 Shares 44,138 Est. Cost $56.11 Unrealized +0.1%
VAW VANGUARD WORLD FDS MATERIALS ETF 1.3%
Value ($000) $3,584 Shares 27,249 Est. Cost $118.92 Unrealized
GILD GILEAD SCIENCES INC COM 1.3%
Value ($000) $3,532 Shares 49,863 Est. Cost $50.66 Unrealized +4.1%
VPU VANGUARD WORLD FDS UTILITIES ETF 1.3%
Value ($000) $3,514 Shares 30,302 Est. Cost $112.65 Unrealized
VNQI VANGUARD GLOBAL EX-U S REAL ESTATE ETF 1.3%
Value ($000) $3,395 Shares 58,455 Est. Cost $53.24 Unrealized
MCD MCDONALDS CORP COM 1.3%
Value ($000) $3,351 Shares 21,385 Est. Cost $101.70 Unrealized +33.3%
HD HOME DEPOT INC COM 1.2%
Value ($000) $3,234 Shares 16,573 Est. Cost $114.69 Unrealized +35.2%
PFE PFIZER INC COM 1.2%
Value ($000) $3,071 Shares 84,675 Est. Cost $21.41 Unrealized +13.5%
DIS DISNEY WALT CO COM 1.2%
Value ($000) $3,067 Shares 29,270 Est. Cost $102.73 Unrealized -5.4%
DHR DANAHER CORP DEL COM 1.1%
Value ($000) $3,054 Shares 30,944 Est. Cost $71.49 Unrealized +20.3%
IBM INTERNATIONAL BUSINESS MACHSCOM 1.1%
Value ($000) $2,969 Shares 21,251 Est. Cost $114.39 Unrealized -12.6%
WFC WELLS FARGO CO NEW COM 1.1%
Value ($000) $2,960 Shares 53,407 Est. Cost $44.36 Unrealized -2.3%
ITW ILLINOIS TOOL WKS INC COM 1.1%
Value ($000) $2,941 Shares 21,227 Est. Cost $104.58 Unrealized +17.3%
IEFA ISHARES TR CORE MSCI EAFE 1.1%
Value ($000) $2,906 Shares 45,867 Est. Cost $59.03 Unrealized
GM GENERAL MTRS CO COM 1.1%
Value ($000) $2,878 Shares 73,067 Est. Cost $30.95 Unrealized +13.2%
PG PROCTER AND GAMBLE CO COM 1.1%
Value ($000) $2,812 Shares 36,031 Est. Cost $70.03 Unrealized -11.8%
WMT WALMART INC COM 1.1%
Value ($000) $2,806 Shares 32,769 Est. Cost $20.20 Unrealized +25.0%
TPR TAPESTRY INC COM 0.9%
Value ($000) $2,481 Shares 53,122 Est. Cost $33.09 Unrealized +17.9%
KO COCA COLA CO COM 0.9%
Value ($000) $2,456 Shares 55,988 Est. Cost $31.52 Unrealized +7.9%
CVX CHEVRON CORP NEW COM 0.9%
Value ($000) $2,439 Shares 19,291 Est. Cost $76.37 Unrealized +16.7%
VOX VANGUARD WORLD FDS TELCOMM ETF 0.9%
Value ($000) $2,416 Shares 28,454 Est. Cost $94.86 Unrealized
IVV ISHARES CORE S&P 500 ETF 0.9%
Value ($000) $2,325 Shares 8,515 Est. Cost $254.39 Unrealized
BB&T CORP COM 0.9%
Value ($000) $2,325 Shares 46,088 Est. Cost $44.70 Unrealized
ICE INTERCONTINENTAL EXCHANGE INCOM 0.8%
Value ($000) $2,184 Shares 29,694 Est. Cost $52.22 Unrealized +26.4%
HON HONEYWELL INTL INC COM 0.8%
Value ($000) $2,060 Shares 14,299 Est. Cost $92.81 Unrealized +22.4%
META FACEBOOK INC CL A 0.8%
Value ($000) $2,011 Shares 10,352 Est. Cost $138.25 Unrealized +29.8%
MET METLIFE INC COM 0.7%
Value ($000) $1,967 Shares 45,127 Est. Cost $35.32 Unrealized +1.7%
CAT CATERPILLAR INC DEL COM 0.7%
Value ($000) $1,939 Shares 14,289 Est. Cost $77.69 Unrealized +62.9%
PEP PEPSICO INC COM 0.7%
Value ($000) $1,791 Shares 16,456 Est. Cost $81.92 Unrealized -0.2%
PB PROSPERITY BANCSHARES INC COM 0.7%
Value ($000) $1,735 Shares 25,382 Est. Cost $56.04 Unrealized +3.0%
SLB SCHLUMBERGER LTD COM 0.6%
Value ($000) $1,610 Shares 24,022 Est. Cost $63.17 Unrealized -12.8%
UPS UNITED PARCEL SERVICE INC CL B 0.6%
Value ($000) $1,544 Shares 14,533 Est. Cost $78.36 Unrealized +6.9%
ZBH ZIMMER BIOMET HLDGS INC COM 0.6%
Value ($000) $1,535 Shares 13,773 Est. Cost $105.56 Unrealized -3.1%
CVS CVS HEALTH CORP USD 0.01 COM 0.6%
Value ($000) $1,533 Shares 23,819 Est. Cost $60.27 Unrealized -14.2%
COF CAPITAL ONE FINL CORP COM 0.6%
Value ($000) $1,521 Shares 16,548 Est. Cost $76.37 Unrealized +8.6%
PSX PHILLIPS 66 COM 0.6%
Value ($000) $1,476 Shares 13,147 Est. Cost $57.27 Unrealized +45.2%
RHP RYMAN HOSPITALITY PPTYS INC COM 0.5%
Value ($000) $1,432 Shares 17,227 Est. Cost $61.83 Unrealized
EEM ISHARES MSCI EMERGING MARKET INDEX TRUST 0.5%
Value ($000) $1,372 Shares 31,675 Est. Cost $39.89 Unrealized
GENERAL ELEC CO COM 0.5%
Value ($000) $1,343 Shares 98,673 Est. Cost $28.88 Unrealized
COP CONOCOPHILLIPS COM 0.5%
Value ($000) $1,341 Shares 19,256 Est. Cost $36.54 Unrealized +41.8%
CCL CARNIVAL CORP PAIRED CTF 0.5%
Value ($000) $1,219 Shares 21,272 Est. Cost $50.33 Unrealized +17.1%
PM PHILIP MORRIS INTL INC COM 0.4%
Value ($000) $1,172 Shares 14,513 Est. Cost $65.59 Unrealized -13.7%
VLO VALERO ENERGY CORP NEW COM 0.4%
Value ($000) $1,077 Shares 9,715 Est. Cost $47.00 Unrealized +75.6%
MO ALTRIA GROUP INC COM 0.4%
Value ($000) $1,012 Shares 17,816 Est. Cost $38.62 Unrealized -16.6%
DVN DEVON ENERGY CORP NEW COM 0.4%
Value ($000) $1,006 Shares 22,878 Est. Cost $30.88 Unrealized -10.7%
PRU PRUDENTIAL FINANCIAL INC COM 0.4%
Value ($000) $989 Shares 10,570 Est. Cost $71.67 Unrealized -2.7%
FISV FISERV INC COM 0.4%
Value ($000) $949 Shares 12,800 Est. Cost $63.25 Unrealized +14.8%
LOW LOWES COS INC COM 0.3%
Value ($000) $917 Shares 9,600 Est. Cost $65.00 Unrealized +21.1%
NEE NEXTERA ENERGY INC COM 0.3%
Value ($000) $843 Shares 5,047 Est. Cost $25.20 Unrealized +32.6%
GS GOLDMAN SACHS GROUP INC COM 0.3%
Value ($000) $820 Shares 3,716 Est. Cost $196.33 Unrealized +2.2%
V VISA INC COM CL A 0.3%
Value ($000) $789 Shares 5,959 Est. Cost $88.55 Unrealized +37.9%
BOKF BOK FINL CORP COM NEW 0.3%
Value ($000) $789 Shares 8,388 Est. Cost $65.27 Unrealized +27.4%
UNH UNITEDHEALTH GROUP INC COM 0.3%
Value ($000) $773 Shares 3,150 Est. Cost $142.11 Unrealized +49.3%
BA BOEING CO COM 0.3%
Value ($000) $770 Shares 2,297 Est. Cost $179.00 Unrealized +84.6%
MRK MERCK & CO INC COM 0.3%
Value ($000) $767 Shares 12,641 Est. Cost $46.24 Unrealized -3.7%
EMR EMERSON ELEC CO COM 0.2%
Value ($000) $662 Shares 9,575 Est. Cost $47.94 Unrealized +22.3%
AXP AMERICAN EXPRESS CO COM 0.2%
Value ($000) $660 Shares 6,735 Est. Cost $69.17 Unrealized +28.1%
TROW PRICE T ROWE GROUP INC COM 0.2%
Value ($000) $639 Shares 5,500 Est. Cost $51.04 Unrealized +69.5%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.2%
Value ($000) $624 Shares 3,344 Est. Cost $167.45 Unrealized +16.4%
DAL DELTA AIR LINES INC DEL COM NEW 0.2%
Value ($000) $617 Shares 12,454 Est. Cost $44.74 Unrealized +10.4%
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 0.2%
Value ($000) $564 Shares 2 Est. Cost $250864.50 Unrealized +16.8%
MMM 3M CO COM 0.2%
Value ($000) $563 Shares 2,866 Est. Cost $114.61 Unrealized +13.6%
CBS CORP NEW CL B 0.2%
Value ($000) $558 Shares 9,923 Est. Cost $69.33 Unrealized
STT STATE STREET CORP COM 0.2%
Value ($000) $551 Shares 5,916 Est. Cost $60.93 Unrealized +27.8%
PPG PPG INDS INC COM 0.2%
Value ($000) $543 Shares 5,234 Est. Cost $85.88 Unrealized +6.7%
CSCO CISCO SYS INC COM 0.2%
Value ($000) $471 Shares 10,939 Est. Cost $27.07 Unrealized +28.3%
FTV FORTIVE CORP COM 0.2%
Value ($000) $468 Shares 6,076 Est. Cost $34.58 Unrealized +33.8%
GVI ISHARES TR BARCLYS INTER GV 0.2%
Value ($000) $463 Shares 4,294 Est. Cost $108.84 Unrealized
UNITED TECHNOLOGIES CORP COM 0.2%
Value ($000) $447 Shares 3,575 Est. Cost $112.45 Unrealized
AMZN AMAZON.COM INC COM 0.2%
Value ($000) $447 Shares 263 Est. Cost $43.54 Unrealized +82.3%
EFA ISHARES EAFE INDEX TRUST 0.2%
Value ($000) $432 Shares 6,448 Est. Cost $64.11 Unrealized
BAC BANK AMER CORP COM 0.2%
Value ($000) $417 Shares 14,797 Est. Cost $20.07 Unrealized +23.8%
VIACOM INC NEW CL B 0.2%
Value ($000) $412 Shares 13,658 Est. Cost $46.64 Unrealized
SHW SHERWIN WILLIAMS CO COM 0.2%
Value ($000) $408 Shares 1,000 Est. Cost $120.91 Unrealized 0.0%
AME AMETEK INC (NEW) COM 0.2%
Value ($000) $408 Shares 5,650 Est. Cost $49.70 Unrealized +41.5%
VCSH VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 0.2%
Value ($000) $405 Shares 5,180 Est. Cost $78.36 Unrealized
NTRS NORTHERN TR CORP COM 0.1%
Value ($000) $374 Shares 3,641 Est. Cost $67.88 Unrealized +24.2%
TORCHMARK CORP COM 0.1%
Value ($000) $366 Shares 4,500 Est. Cost $77.11 Unrealized
TXN TEXAS INSTRS INC COM 0.1%
Value ($000) $359 Shares 3,256 Est. Cost $60.93 Unrealized +43.2%
GOOGL ALPHABET INC CAP STK CL A 0.1%
Value ($000) $359 Shares 318 Est. Cost $43.72 Unrealized +23.5%
CONTINENTAL RESOURCES INC COM 0.1%
Value ($000) $356 Shares 5,500 Est. Cost $43.64 Unrealized
COST COSTCO WHSL CORP NEW COM 0.1%
Value ($000) $353 Shares 1,687 Est. Cost $142.87 Unrealized +24.4%
UNP UNION PAC CORP COM 0.1%
Value ($000) $336 Shares 2,373 Est. Cost $87.64 Unrealized +34.3%
VIG VANGUARD GROUP DIV APP ETF 0.1%
Value ($000) $333 Shares 3,277 Est. Cost $100.56 Unrealized
OKE ONEOK INC NEW COM 0.1%
Value ($000) $328 Shares 4,690 Est. Cost $31.77 Unrealized +25.2%
WY WEYERHAEUSER CO COM 0.1%
Value ($000) $317 Shares 8,681 Est. Cost $23.63 Unrealized +14.6%
TGT TARGET CORP COM 0.1%
Value ($000) $315 Shares 4,144 Est. Cost $51.24 Unrealized +16.4%
CRM SALESFORCE COM INC COM 0.1%
Value ($000) $303 Shares 2,220 Est. Cost $86.04 Unrealized +46.5%
VMI VALMONT INDUSTRIES INC. COM 0.1%
Value ($000) $301 Shares 2,000 Est. Cost $147.68 Unrealized -1.0%
PTF INVESCO EXCHANGE TRADED FD TDWA TECHNOLOGY 0.1%
Value ($000) $291 Shares 4,862 Est. Cost $59.85 Unrealized
DE DEERE & CO COM 0.1%
Value ($000) $263 Shares 1,877 Est. Cost $96.64 Unrealized +35.9%
T AT&T INC COM 0.1%
Value ($000) $258 Shares 8,041 Est. Cost $16.66 Unrealized -12.8%
IJH ISHARES CORE S&P MID-CAP ETF 0.1%
Value ($000) $257 Shares 1,322 Est. Cost $183.65 Unrealized
CELGENE CORP COM 0.1%
Value ($000) $256 Shares 3,226 Est. Cost $100.60 Unrealized
BANF BANCFIRST CORPORATION COM 0.1%
Value ($000) $254 Shares 4,298 Est. Cost $41.06 Unrealized +21.6%
OGE OGE ENERGY CORP COM 0.1%
Value ($000) $254 Shares 7,198 Est. Cost $34.92 Unrealized -3.8%
DON WISDOMTREE TR US MIDCAP DIVID 0.1%
Value ($000) $248 Shares 6,941 Est. Cost $36.30 Unrealized
VSS VANGUARD INTL EQUITY INDEX FFTSE SMCAP ETF 0.1%
Value ($000) $243 Shares 2,100 Est. Cost $115.53 Unrealized
EGP EASTGROUP PPTY INC COM 0.1%
Value ($000) $239 Shares 2,500 Est. Cost $73.60 Unrealized
EPD ENTERPRISE PRODS PARTNERS L COM 0.1%
Value ($000) $239 Shares 8,647 Est. Cost $27.61 Unrealized
YUM YUM BRANDS INC COM 0.1%
Value ($000) $235 Shares 3,010 Est. Cost $55.59 Unrealized +30.6%
PEJ INVESCO EXCHANGE TRADED FD TDYNMC LEISURE 0.1%
Value ($000) $235 Shares 5,045 Est. Cost $46.58 Unrealized
VTV VANGUARD INDEX FDS VALUE ETF 0.1%
Value ($000) $228 Shares 2,199 Est. Cost $102.55 Unrealized
RZG INVESCO EXCHANGE TRADED FD TS&P SML600 GWT 0.1%
Value ($000) $224 Shares 1,765 Est. Cost $126.91 Unrealized
DOWDUPONT INC COM 0.1%
Value ($000) $221 Shares 3,350 Est. Cost $69.02 Unrealized
NATIONAL OILWELL VARCO INC COM 0.1%
Value ($000) $216 Shares 4,992 Est. Cost $40.19 Unrealized
BIV VANGUARD BD INDEX FD INC INTERMED TERM 0.1%
Value ($000) $208 Shares 2,563 Est. Cost $81.94 Unrealized
BBY BEST BUY INC COM 0.1%
Value ($000) $208 Shares 2,795 Est. Cost $32.53 Unrealized +70.7%
EXPRESS SCRIPTS HLDG CO COM 0.1%
Value ($000) $207 Shares 2,687 Est. Cost $65.92 Unrealized
FDX FEDEX CORP COM 0.1%
Value ($000) $195 Shares 860 Est. Cost $165.95 Unrealized +30.4%
SHY ISHARES BARCLAYS 1-3 YEAR TREASURY INDEX 0.1%
Value ($000) $194 Shares 2,330 Est. Cost $84.55 Unrealized
SYY SYSCO CORP COM 0.1%
Value ($000) $191 Shares 2,801 Est. Cost $42.05 Unrealized +24.3%
RFG INVESCO EXCHANGE TRADED FD TS&P MDCP400 PR 0.1%
Value ($000) $187 Shares 1,156 Est. Cost $161.76 Unrealized
VGK VANGUARD INTL EQUITY INDEX FMSCI EUROPE ETF 0.1%
Value ($000) $187 Shares 3,325 Est. Cost $58.05 Unrealized
INTF ISHARES TR MULTIFACTOR INTL 0.1%
Value ($000) $187 Shares 6,775 Est. Cost $28.93 Unrealized
CSX CSX CORP COM 0.1%
Value ($000) $185 Shares 2,902 Est. Cost $13.50 Unrealized +37.7%
IDU ISHARES TR DJ US UTILS 0.1%
Value ($000) $169 Shares 1,279 Est. Cost $129.79 Unrealized
IWM ISHARES TR RUSSELL 2000 0.1%
Value ($000) $164 Shares 1,001 Est. Cost $143.30 Unrealized
MAGELLAN MIDSTREAM PRTNRS LPCOM UNIT RP LP 0.1%
Value ($000) $163 Shares 2,358 Est. Cost $74.45 Unrealized
VGT VANGUARD WORLD FDS INF TECH ETF 0.1%
Value ($000) $162 Shares 891 Est. Cost $147.00 Unrealized
VT VANGUARD INTL EQUITY INDEX FTT WRLD ST ETF 0.1%
Value ($000) $157 Shares 2,149 Est. Cost $65.26 Unrealized
ORCL ORACLE CORP COM 0.1%
Value ($000) $151 Shares 3,427 Est. Cost $37.22 Unrealized +10.6%
LLY LILLY ELI & CO COM 0.1%
Value ($000) $148 Shares 1,731 Est. Cost $69.79 Unrealized +5.6%
OGS ONE GAS INC COM 0.1%
Value ($000) $144 Shares 1,923 Est. Cost $66.27 Unrealized +7.3%
AMT AMERICAN TOWER CORP NEW COM 0.1%
Value ($000) $144 Shares 1,000 Est. Cost $87.85 Unrealized +29.6%
VCR VANGUARD WORLD FDS CONSUM DIS ETF 0.1%
Value ($000) $144 Shares 847 Est. Cost $144.88 Unrealized
VFH VANGUARD WORLD FDS FINANCIALS ETF 0.1%
Value ($000) $142 Shares 2,112 Est. Cost $65.31 Unrealized
ENERGY TRANSFER PARTNERS LP UNIT LTD PRT INT 0.1%
Value ($000) $142 Shares 7,465 Est. Cost $20.16 Unrealized
VTI VANGUARD INDEX TOTAL STOCK MKT ETF 0.1%
Value ($000) $142 Shares 1,013 Est. Cost $121.42 Unrealized
INTC INTEL CORP COM 0.1%
Value ($000) $139 Shares 2,787 Est. Cost $31.13 Unrealized +44.7%
ADI ANALOG DEVICES INC COM 0.1%
Value ($000) $135 Shares 1,413 Est. Cost $66.60 Unrealized +23.0%
PDP INVESCO EXCHANGE TRADED FD TDWA MOMENTUM 0.0%
Value ($000) $121 Shares 2,192 Est. Cost $55.20 Unrealized
BLACKROCK INC COM 0.0%
Value ($000) $119 Shares 238 Est. Cost $445.81 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 0.0%
Value ($000) $119 Shares 335 Est. Cost $316.42 Unrealized
VOO VANGUARD INDEX FDS S&P 500 ETF SHS 0.0%
Value ($000) $118 Shares 474 Est. Cost $218.19 Unrealized
EMN EASTMAN CHEMICAL CO COM 0.0%
Value ($000) $111 Shares 1,112 Est. Cost $58.49 Unrealized +38.2%
VHT VANGUARD WORLD FDS HEALTH CAR ETF 0.0%
Value ($000) $110 Shares 694 Est. Cost $151.90 Unrealized
NKE NIKE INC CL B 0.0%
Value ($000) $110 Shares 1,370 Est. Cost $49.53 Unrealized +28.9%
YUMC YUM CHINA HLDGS INC COM 0.0%
Value ($000) $106 Shares 2,760 Est. Cost $26.74 Unrealized +48.1%
IJR ISHARES TR S&P SMLCAP 600 0.0%
Value ($000) $106 Shares 1,273 Est. Cost $77.83 Unrealized
SONIC CORP COM 0.0%
Value ($000) $106 Shares 3,087 Est. Cost $25.27 Unrealized
KMB KIMBERLY CLARK CORP COM 0.0%
Value ($000) $105 Shares 995 Est. Cost $92.96 Unrealized -14.6%
MDT MEDTRONIC PLC SHS 0.0%
Value ($000) $104 Shares 1,213 Est. Cost $62.37 Unrealized +9.9%
ENABLE MIDSTREAM PARTNERS LPCOM UNIT RP IN 0.0%
Value ($000) $103 Shares 6,000 Est. Cost $16.67 Unrealized
VOE VANGUARD INDEX FDS MCAP VL IDXVIP 0.0%
Value ($000) $101 Shares 918 Est. Cost $109.01 Unrealized
VZ VERIZON COMMUNICATIONS COM 0.0%
Value ($000) $100 Shares 1,973 Est. Cost $30.66 Unrealized +5.0%
CTSH COGNIZANT TECHNOLOGY SOLUTIOCL A 0.0%
Value ($000) $95 Shares 1,210 Est. Cost $55.62 Unrealized +26.6%
VBR VANGUARD INDEX FDS SM CP VAL ETF 0.0%
Value ($000) $95 Shares 702 Est. Cost $133.71 Unrealized
BMY BRISTOL MYERS SQUIBB CO COM 0.0%
Value ($000) $94 Shares 1,693 Est. Cost $40.10 Unrealized +1.3%
AGG ISHARES CORE TOTAL U.S. BOND MARKET ETF 0.0%
Value ($000) $92 Shares 863 Est. Cost $109.30 Unrealized
CL COLGATE PALMOLIVE CO COM 0.0%
Value ($000) $91 Shares 1,400 Est. Cost $57.62 Unrealized -5.2%
GD GENERAL DYNAMICS CORP COM 0.0%
Value ($000) $89 Shares 476 Est. Cost $166.91 Unrealized +3.1%
GRAN TIERRA ENERGY INC COM 0.0%
Value ($000) $86 Shares 24,999 Est. Cost $2.64 Unrealized
SEAGATE TECHNOLOGY PLC SHS 0.0%
Value ($000) $85 Shares 1,500 Est. Cost $46.00 Unrealized
NOC NORTHROP GRUMMAN CORP COM 0.0%
Value ($000) $84 Shares 272 Est. Cost $205.77 Unrealized +41.7%
IYH ISHARES DOW JONES HEALTHCARE INDEX TRUST 0.0%
Value ($000) $80 Shares 450 Est. Cost $156.36 Unrealized
CRANE CO COM 0.0%
Value ($000) $80 Shares 1,000 Est. Cost $75.00 Unrealized
RSP INVESCO EXCHANGE TRADED FD TS&P500 EQL WGT 0.0%
Value ($000) $77 Shares 755 Est. Cost $101.99 Unrealized
SPHD INVESCO EXCHNG TRADED FD TR S&P500 HDL VOL 0.0%
Value ($000) $75 Shares 1,818 Est. Cost $41.25 Unrealized
GLW CORNING INC COM 0.0%
Value ($000) $74 Shares 2,690 Est. Cost $21.26 Unrealized +5.3%
WESTERN GAS PARTNERS LP COM UNIT LP IN 0.0%
Value ($000) $73 Shares 1,500 Est. Cost $60.67 Unrealized
NDAQ NASDAQ INC COM 0.0%
Value ($000) $73 Shares 800 Est. Cost $20.15 Unrealized +32.7%
VUG VANGUARD INDEX FDS GROWTH ETF 0.0%
Value ($000) $72 Shares 482 Est. Cost $126.06 Unrealized
EMB ISHARES TR JPMORGAN EMERGINGMARKET BOND 0.0%
Value ($000) $71 Shares 668 Est. Cost $112.28 Unrealized
DELL TECHNOLOGIES INC COM CL V 0.0%
Value ($000) $71 Shares 831 Est. Cost $64.22 Unrealized
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.0%
Value ($000) $71 Shares 385 Est. Cost $184.42 Unrealized
APH AMPHENOL CORP NEW CL A 0.0%
Value ($000) $70 Shares 800 Est. Cost $15.90 Unrealized +27.1%
KMI KINDER MORGAN INC DEL COM 0.0%
Value ($000) $70 Shares 3,992 Est. Cost $12.59 Unrealized -16.0%
NSC NORFOLK SOUTHERN CORP COM 0.0%
Value ($000) $70 Shares 464 Est. Cost $125.28 Unrealized 0.0%
ETN EATON CORP PLC SHS 0.0%
Value ($000) $68 Shares 909 Est. Cost $59.00 Unrealized +13.6%
CHD CHURCH & DWIGHT INC COM 0.0%
Value ($000) $68 Shares 1,270 Est. Cost $45.43 Unrealized -2.9%
AMGN AMGEN INC COM 0.0%
Value ($000) $64 Shares 345 Est. Cost $131.43 Unrealized +6.7%
PGHY INVESCO EXCHNG TRADED FD TR GBL SRT TRM HY 0.0%
Value ($000) $64 Shares 2,729 Est. Cost $23.45 Unrealized
CMA COMERICA INC COM 0.0%
Value ($000) $64 Shares 708 Est. Cost $62.55 Unrealized +7.8%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.0%
Value ($000) $63 Shares 383 Est. Cost $124.84 Unrealized +11.6%
HDB HDFC BANK LTD ADR REPS 3 SHS 0.0%
Value ($000) $63 Shares 600 Est. Cost $98.33 Unrealized
ALLEGHANY CORP DEL COM 0.0%
Value ($000) $62 Shares 108 Est. Cost $611.11 Unrealized
GWW WW GRAINGER INC COM 0.0%
Value ($000) $62 Shares 200 Est. Cost $215.43 Unrealized +25.1%
SPY SPDR S&P 500 ETF TR 0.0%
Value ($000) $62 Shares 229 Est. Cost $234.48 Unrealized
WALGREENS BOOTS ALLIANCE INCCOM 0.0%
Value ($000) $62 Shares 1,035 Est. Cost $82.43 Unrealized
PAA PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN 0.0%
Value ($000) $61 Shares 2,600 Est. Cost $28.63 Unrealized
NEOG NEOGEN CORP COM 0.0%
Value ($000) $60 Shares 749 Est. Cost $25.89 Unrealized +42.4%
WMB WILLIAMS COS INC DEL COM 0.0%
Value ($000) $54 Shares 2,000 Est. Cost $18.66 Unrealized -7.5%
ARLP ALLIANCE RES PARTNER L P UT LTD PART 0.0%
Value ($000) $54 Shares 2,921 Est. Cost $19.69 Unrealized
NGL NGL ENERGY PARTNERS LP COM UNIT REPST 0.0%
Value ($000) $53 Shares 4,203 Est. Cost $18.62 Unrealized
WILLIAMS PARTNERS L P NEW COM UNIT LTD PAR 0.0%
Value ($000) $53 Shares 1,313 Est. Cost $40.56 Unrealized
CMI CUMMINS INC COM 0.0%
Value ($000) $53 Shares 400 Est. Cost $117.25 Unrealized +4.6%
SPDR SERIES TRUST BRCLYS YLD ETF 0.0%
Value ($000) $52 Shares 1,475 Est. Cost $36.51 Unrealized
COHEN & STEERS INFRASTRUCTURCOM 0.0%
Value ($000) $51 Shares 2,246 Est. Cost $21.37 Unrealized
NOBLE ENERGY INC COM 0.0%
Value ($000) $51 Shares 1,450 Est. Cost $33.12 Unrealized
VYM VANGUARD WHITEHALL FDS INC HIGH DIV YLD 0.0%
Value ($000) $50 Shares 600 Est. Cost $78.33 Unrealized
RAYTHEON CO COM NEW 0.0%
Value ($000) $49 Shares 252 Est. Cost $163.14 Unrealized
SLV ISHARES SILVER TRUST ISHARES 0.0%
Value ($000) $48 Shares 3,200 Est. Cost $17.19 Unrealized
GNR SPDR INDEX SHS FDS GLB NAT RESRCE 0.0%
Value ($000) $47 Shares 930 Est. Cost $41.40 Unrealized
INVESCO ADVANTAGE MUNICIPAL SH BEN INT 0.0%
Value ($000) $47 Shares 4,424 Est. Cost $11.30 Unrealized
VCIT VANGUARD SCOTTSDALE FDS INT-TERM CORP 0.0%
Value ($000) $46 Shares 545 Est. Cost $84.40 Unrealized
DCI DONALDSON INC COM 0.0%
Value ($000) $45 Shares 1,000 Est. Cost $37.57 Unrealized +8.6%
ALLERGAN PLC SHS 0.0%
Value ($000) $44 Shares 265 Est. Cost $199.39 Unrealized
LMT LOCKHEED MARTIN CORP COM 0.0%
Value ($000) $44 Shares 150 Est. Cost $220.51 Unrealized +19.1%
NUVEEN AMT FREE QLTY MUN INCCOM 0.0%
Value ($000) $42 Shares 3,229 Est. Cost $13.32 Unrealized
PYPL PAYPAL HLDGS INC COM 0.0%
Value ($000) $42 Shares 507 Est. Cost $50.68 Unrealized +56.9%
DR PEPPER SNAPPLE GROUP INC COM 0.0%
Value ($000) $41 Shares 334 Est. Cost $92.49 Unrealized
BP BP PLC SPONSORED ADR 0.0%
Value ($000) $41 Shares 900 Est. Cost $34.69 Unrealized
SCHW SCHWAB CHARLES CORP NEW COM 0.0%
Value ($000) $41 Shares 800 Est. Cost $36.81 Unrealized +35.4%
ETR ENTERGY CORP NEW COM 0.0%
Value ($000) $40 Shares 500 Est. Cost $27.93 Unrealized +7.0%
VDE VANGUARD WORLD FDS ENERGY ETF 0.0%
Value ($000) $40 Shares 380 Est. Cost $94.49 Unrealized
USRT ISHARES CORE U.S. REIT ETF 0.0%
Value ($000) $39 Shares 794 Est. Cost $48.82 Unrealized
GLD SPDR GOLD TRUST GOLD SHS 0.0%
Value ($000) $37 Shares 310 Est. Cost $117.74 Unrealized
RWO SPDR INDEX SHS FDS DJ GLB RL ES ETF 0.0%
Value ($000) $37 Shares 774 Est. Cost $47.80 Unrealized
GLAXOSMITHKLINE PLC SPONSORED ADR 0.0%
Value ($000) $37 Shares 910 Est. Cost $42.04 Unrealized
ENFR ALPS ETF TR ALERIAN ENERGY 0.0%
Value ($000) $36 Shares 1,606 Est. Cost $23.66 Unrealized
NVS NOVARTIS A G SPONSORED ADR 0.0%
Value ($000) $35 Shares 465 Est. Cost $83.29 Unrealized
SJT SAN JUAN BASIN RTY TR UNIT BEN INT 0.0%
Value ($000) $35 Shares 6,000 Est. Cost $7.17 Unrealized
XEL XCEL ENERGY INC COM 0.0%
Value ($000) $34 Shares 750 Est. Cost $35.52 Unrealized -0.2%
LAMR LAMAR ADVERTISING CO NEW CL A 0.0%
Value ($000) $34 Shares 500 Est. Cost $74.00 Unrealized
DUK DUKE ENERGY CORP NEW COM NEW 0.0%
Value ($000) $33 Shares 418 Est. Cost $56.17 Unrealized +0.5%
XLE SELECT SECTOR SPDR TR SBI INT-ENERGY 0.0%
Value ($000) $33 Shares 428 Est. Cost $69.18 Unrealized
CHRW C H ROBINSON WORLDWIDE INC COM NEW 0.0%
Value ($000) $33 Shares 400 Est. Cost $56.91 Unrealized +30.8%
PRAXAIR INC COM 0.0%
Value ($000) $32 Shares 201 Est. Cost $119.40 Unrealized
NTR NUTRIEN LTD COM 0.0%
Value ($000) $31 Shares 566 Est. Cost $38.37 Unrealized -0.1%
F FORD MTR CO DEL COM PAR $0.01 0.0%
Value ($000) $31 Shares 2,800 Est. Cost $7.78 Unrealized -0.5%
IGSB ISHARES TR BARCLYS 1-3YR CR 0.0%
Value ($000) $30 Shares 285 Est. Cost $105.26 Unrealized
TEVA TEVA PHARMACEUTICAL INDS LTDSPONSORED ADR 0.0%
Value ($000) $29 Shares 1,172 Est. Cost $19.71 Unrealized
ENLINK MIDSTREAM PARTNERS LPCOM UNIT REP LTD 0.0%
Value ($000) $28 Shares 1,815 Est. Cost $18.18 Unrealized
XLB SELECT SECTOR SPDR TR SBI MATERIALS 0.0%
Value ($000) $28 Shares 480 Est. Cost $57.86 Unrealized
CLX CLOROX CO DEL COM 0.0%
Value ($000) $27 Shares 200 Est. Cost $105.40 Unrealized -6.2%
SUN SUNOCO LP COM U REP LP 0.0%
Value ($000) $25 Shares 1,000 Est. Cost $24.00 Unrealized
ABT ABBOTT LABS COM 0.0%
Value ($000) $24 Shares 400 Est. Cost $37.38 Unrealized +42.2%
HAL HALLIBURTON CO COM 0.0%
Value ($000) $24 Shares 530 Est. Cost $42.94 Unrealized -0.7%
CB CHUBB LIMITED COM 0.0%
Value ($000) $24 Shares 188 Est. Cost $124.48 Unrealized -6.5%
RF REGIONS FINANCIAL CORP NEW COM 0.0%
Value ($000) $22 Shares 1,250 Est. Cost $11.67 Unrealized +18.3%
SBUX STARBUCKS CORP COM 0.0%
Value ($000) $22 Shares 442 Est. Cost $47.37 Unrealized +1.5%
MKC MCCORMICK & CO INC COM NON VTG 0.0%
Value ($000) $22 Shares 187 Est. Cost $45.42 Unrealized 0.0%
VDC VANGUARD WORLD FDS CONSUM STP ETF 0.0%
Value ($000) $21 Shares 154 Est. Cost $136.00 Unrealized
HUBB HUBBELL INC COM 0.0%
Value ($000) $21 Shares 200 Est. Cost $99.81 Unrealized -5.1%
C CITIGROUP INC COM NEW 0.0%
Value ($000) $21 Shares 320 Est. Cost $51.46 Unrealized +3.1%
FDL FIRST TR MORNINGSTAR DIV LEASHS 0.0%
Value ($000) $20 Shares 707 Est. Cost $28.29 Unrealized
HPQ HP INC COM 0.0%
Value ($000) $20 Shares 875 Est. Cost $12.25 Unrealized +40.7%
GEL GENESIS ENERGY L P UNIT LTD PARTN 0.0%
Value ($000) $19 Shares 870 Est. Cost $32.18 Unrealized
WEC WEC ENERGY GROUP INC COM 0.0%
Value ($000) $19 Shares 300 Est. Cost $44.32 Unrealized +10.0%
SDY SPDR SERIES TRUST S&P DIVID ETF 0.0%
Value ($000) $19 Shares 200 Est. Cost $90.00 Unrealized
XLY SELECT SECTOR SPDR TR SBI CONS DISCR 0.0%
Value ($000) $19 Shares 175 Est. Cost $102.86 Unrealized
IFF INTERNATIONAL FLAVORS&FRAGRACOM 0.0%
Value ($000) $19 Shares 150 Est. Cost $98.23 Unrealized +9.0%
AN AUTONATION INC COM 0.0%
Value ($000) $18 Shares 368 Est. Cost $47.79 Unrealized -0.9%
CC CHEMOURS CO COM 0.0%
Value ($000) $18 Shares 398 Est. Cost $22.02 Unrealized +66.5%
IP INTL PAPER CO COM 0.0%
Value ($000) $18 Shares 350 Est. Cost $35.56 Unrealized +2.2%
MA MASTERCARD INCORPORATED CL A 0.0%
Value ($000) $18 Shares 92 Est. Cost $180.31 Unrealized 0.0%
HAS HASBRO INC COM 0.0%
Value ($000) $18 Shares 200 Est. Cost $66.75 Unrealized 0.0%
INGERSOLL-RAND PLC SHS 0.0%
Value ($000) $18 Shares 200 Est. Cost $80.00 Unrealized
UNILEVER N V N Y SHS NEW 0.0%
Value ($000) $17 Shares 300 Est. Cost $60.00 Unrealized
IVE ISHARES TR S&P 500 VAL ETF 0.0%
Value ($000) $17 Shares 156 Est. Cost $102.88 Unrealized
SO SOUTHERN CO COM 0.0%
Value ($000) $17 Shares 375 Est. Cost $34.19 Unrealized -3.9%
XPO XPO LOGISTICS INC COM 0.0%
Value ($000) $17 Shares 165 Est. Cost $36.28 Unrealized 0.0%
SMG SCOTTS MIRACLE GRO CO CL A 0.0%
Value ($000) $17 Shares 200 Est. Cost $67.19 Unrealized -5.0%
VO VANGUARD INDEX FDS MID CAP ETF 0.0%
Value ($000) $16 Shares 102 Est. Cost $147.06 Unrealized
WM WASTE MGMT INC DEL COM 0.0%
Value ($000) $16 Shares 200 Est. Cost $63.45 Unrealized +14.6%
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $16 Shares 311 Est. Cost $37.92 Unrealized -1.8%
VFC V F CORP COM 0.0%
Value ($000) $16 Shares 200 Est. Cost $75.34 Unrealized 0.0%
MAR MARRIOTT INTL INC NEW CL A 0.0%
Value ($000) $16 Shares 127 Est. Cost $127.67 Unrealized 0.0%
CMCSA COMCAST CORP NEW CLASS A 0.0%
Value ($000) $15 Shares 454 Est. Cost $30.00 Unrealized -10.5%
EOG EOG RES INC COM 0.0%
Value ($000) $15 Shares 121 Est. Cost $87.22 Unrealized 0.0%
VIS VANGUARD WORLD FDS INDUSTRIAL ETF 0.0%
Value ($000) $14 Shares 100 Est. Cost $125.00 Unrealized
EBAY EBAY INC COM 0.0%
Value ($000) $14 Shares 387 Est. Cost $28.94 Unrealized +19.7%
RCL ROYAL CARIBBEAN CRUISES LTD COM 0.0%
Value ($000) $14 Shares 135 Est. Cost $102.70 Unrealized 0.0%
KHC KRAFT HEINZ CO COM 0.0%
Value ($000) $14 Shares 225 Est. Cost $60.74 Unrealized -32.4%
COHEN & STEERS TOTAL RETURN COM 0.0%
Value ($000) $14 Shares 1,116 Est. Cost $12.54 Unrealized
DVA DAVITA INC COM 0.0%
Value ($000) $14 Shares 200 Est. Cost $66.21 Unrealized +0.9%
XLU SELECT SECTOR SPDR TR SBI INT-UTILS 0.0%
Value ($000) $14 Shares 270 Est. Cost $51.24 Unrealized
CFG CITIZENS FINL GROUP INC COM 0.0%
Value ($000) $14 Shares 350 Est. Cost $28.01 Unrealized +7.6%
IWF ISHARES TR RUSSELL1000GRW 0.0%
Value ($000) $13 Shares 91 Est. Cost $109.89 Unrealized
FANG DIAMONDBACK ENERGY INC COM 0.0%
Value ($000) $13 Shares 100 Est. Cost $79.82 Unrealized +20.2%
TM TOYOTA MOTOR CORP ADR 0.0%
Value ($000) $13 Shares 100 Est. Cost $110.00 Unrealized
HPE HEWLETT PACKARD ENTERPRISE CCOM 0.0%
Value ($000) $13 Shares 875 Est. Cost $10.36 Unrealized +25.7%
NEUBERGER BERMAN INTER MUNI COM 0.0%
Value ($000) $12 Shares 896 Est. Cost $14.51 Unrealized
SPARK THERAPEUTICS INC COM 0.0%
Value ($000) $12 Shares 140 Est. Cost $85.71 Unrealized
BLUEBIRD BIO INC COM 0.0%
Value ($000) $12 Shares 75 Est. Cost $160.00 Unrealized
PPL PPL CORP COM 0.0%
Value ($000) $12 Shares 425 Est. Cost $20.88 Unrealized -5.6%
MPC MARATHON PETE CORP COM 0.0%
Value ($000) $11 Shares 151 Est. Cost $37.82 Unrealized +58.7%
HII HUNTINGTON INGALLS INDS INC COM 0.0%
Value ($000) $11 Shares 53 Est. Cost $170.49 Unrealized +15.9%
NIELSEN HLDGS PLC SHS EUR 0.0%
Value ($000) $11 Shares 365 Est. Cost $35.76 Unrealized
ROYAL DUTCH SHELL PLC SPON ADR B 0.0%
Value ($000) $11 Shares 150 Est. Cost $53.33 Unrealized
BLACKSTONE GROUP L P COM UNIT LTD 0.0%
Value ($000) $11 Shares 340 Est. Cost $29.41 Unrealized
EFAV ISHARES TR MIN VOL EAFE ETF 0.0%
Value ($000) $11 Shares 148 Est. Cost $74.32 Unrealized
VB VANGUARD INDEX FDS SMALL CP ETF 0.0%
Value ($000) $10 Shares 67 Est. Cost $151.26 Unrealized
KIE SPDR SERIES TRUST S&P INS ETF 0.0%
Value ($000) $10 Shares 342 Est. Cost $29.24 Unrealized
FCX FREEPORT-MCMORAN INC COM 0.0%
Value ($000) $10 Shares 600 Est. Cost $13.03 Unrealized +18.3%
TCF FINL CORP COM 0.0%
Value ($000) $10 Shares 402 Est. Cost $19.90 Unrealized
IGV ISHARES TR NA TEC SFTWR ETF 0.0%
Value ($000) $10 Shares 54 Est. Cost $185.19 Unrealized
ZTS ZOETIS INC CL A 0.0%
Value ($000) $10 Shares 115 Est. Cost $79.49 Unrealized 0.0%
PROOFPOINT INC COM 0.0%
Value ($000) $10 Shares 84 Est. Cost $119.05 Unrealized
FLR FLUOR CORP NEW COM 0.0%
Value ($000) $10 Shares 200 Est. Cost $50.63 Unrealized -1.9%
TMO THERMO FISHER SCIENTIFIC INCCOM 0.0%
Value ($000) $10 Shares 50 Est. Cost $182.40 Unrealized +14.0%
FITB FIFTH THIRD BANCORP COM 0.0%
Value ($000) $9 Shares 322 Est. Cost $21.50 Unrealized +10.0%
BLACKROCK MUNIYIELD QLTY FD COM 0.0%
Value ($000) $9 Shares 700 Est. Cost $14.29 Unrealized
REGN REGENERON PHARMACEUTICALS COM 0.0%
Value ($000) $9 Shares 26 Est. Cost $311.03 Unrealized 0.0%
GIS GENERAL MLS INC COM 0.0%
Value ($000) $9 Shares 200 Est. Cost $40.71 Unrealized -17.9%
CANOPY GROWTH CORP COM 0.0%
Value ($000) $9 Shares 300 Est. Cost $30.00 Unrealized
XILINX INC COM 0.0%
Value ($000) $9 Shares 145 Est. Cost $68.97 Unrealized
BDX BECTON DICKINSON & CO COM 0.0%
Value ($000) $9 Shares 36 Est. Cost $195.32 Unrealized +1.6%
NUVEEN DIVID ADVANTAGE MUN FCOM 0.0%
Value ($000) $9 Shares 700 Est. Cost $14.29 Unrealized
PANW PALO ALTO NETWORKS INC COM 0.0%
Value ($000) $9 Shares 45 Est. Cost $33.34 Unrealized 0.0%
NFLX NETFLIX INC COM 0.0%
Value ($000) $9 Shares 23 Est. Cost $34.09 Unrealized 0.0%
MCK MCKESSON CORP COM 0.0%
Value ($000) $8 Shares 60 Est. Cost $137.76 Unrealized 0.0%
KEY KEYCORP NEW COM 0.0%
Value ($000) $8 Shares 428 Est. Cost $13.07 Unrealized +7.0%
HSY HERSHEY CO COM 0.0%
Value ($000) $8 Shares 84 Est. Cost $77.82 Unrealized 0.0%
FBIN FORTUNE BRANDS HOME & SEC INCOM 0.0%
Value ($000) $8 Shares 150 Est. Cost $48.78 Unrealized -11.6%
WOR WORTHINGTON INDS INC COM 0.0%
Value ($000) $8 Shares 200 Est. Cost $30.09 Unrealized -6.0%
VRTX VERTEX PHARMACEUTICALS INC COM 0.0%
Value ($000) $8 Shares 46 Est. Cost $88.04 Unrealized +76.1%
SJM JM SMUCKER CO COM 0.0%
Value ($000) $8 Shares 70 Est. Cost $102.94 Unrealized -14.7%
CME CME GROUP INC COM 0.0%
Value ($000) $7 Shares 43 Est. Cost $105.45 Unrealized +18.3%
BUCKEYE PARTNERS L P UNIT LTD PARTN 0.0%
Value ($000) $7 Shares 200 Est. Cost $70.00 Unrealized
BCS BARCLAYS PLC ADR 0.0%
Value ($000) $7 Shares 712 Est. Cost $11.24 Unrealized
BKR BAKER HUGHES A GE CO CL A 0.0%
Value ($000) $7 Shares 200 Est. Cost $28.18 Unrealized -3.0%
WEN WENDYS CO COM 0.0%
Value ($000) $7 Shares 425 Est. Cost $13.64 Unrealized +24.8%
OWENS ILL INC COM NEW 0.0%
Value ($000) $7 Shares 400 Est. Cost $20.00 Unrealized
OXY OCCIDENTAL PETE CORP DEL COM 0.0%
Value ($000) $7 Shares 78 Est. Cost $55.11 Unrealized +20.4%
TORTOISE ENERGY INFRSTRCTR CCOM 0.0%
Value ($000) $7 Shares 250 Est. Cost $24.00 Unrealized
FLEX FLEX LTD ORD 0.0%
Value ($000) $7 Shares 500 Est. Cost $11.98 Unrealized -6.3%
TRV TRAVELERS COMPANIES INC COM 0.0%
Value ($000) $7 Shares 61 Est. Cost $105.56 Unrealized +5.0%
E ENI S P A SPONSORED ADR 0.0%
Value ($000) $6 Shares 171 Est. Cost $35.09 Unrealized
TOTAL S.A. SPONSORED ADR 0.0%
Value ($000) $6 Shares 100 Est. Cost $50.00 Unrealized
NBIX NEUROCRINE BIOSCIENCES INC COM 0.0%
Value ($000) $6 Shares 58 Est. Cost $89.51 Unrealized 0.0%
EEMV ISHARES INC MIN VOL EMRG MKT 0.0%
Value ($000) $6 Shares 97 Est. Cost $61.86 Unrealized
IGM ISHARES TR N AMER TECH ETF 0.0%
Value ($000) $6 Shares 33 Est. Cost $181.82 Unrealized
SYK STRYKER CORP COM 0.0%
Value ($000) $6 Shares 35 Est. Cost $124.78 Unrealized +24.1%
L LOEWS CORP COM 0.0%
Value ($000) $6 Shares 125 Est. Cost $45.84 Unrealized +6.1%
PNC PNC FINL SVCS GROUP INC COM 0.0%
Value ($000) $6 Shares 45 Est. Cost $104.65 Unrealized +6.6%
MTD METTLER TOLEDO INTERNATIONALCOM 0.0%
Value ($000) $6 Shares 10 Est. Cost $570.48 Unrealized 0.0%
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $5 Shares 125 Est. Cost $34.82 Unrealized -4.2%
ALLE ALLEGION PUB LTD CO ORD SHS 0.0%
Value ($000) $5 Shares 66 Est. Cost $63.57 Unrealized +14.6%
NCLH NORWEGIAN CRUISE LINE HLDG LSHS 0.0%
Value ($000) $5 Shares 101 Est. Cost $52.66 Unrealized 0.0%
APD AIR PRODUCTS & CHEMICALS INC COM 0.0%
Value ($000) $5 Shares 32 Est. Cost $123.07 Unrealized +10.2%
FNB FNB CORP PA COM 0.0%
Value ($000) $5 Shares 394 Est. Cost $9.96 Unrealized -0.3%
FCB FINL HLDGS INC CL A 0.0%
Value ($000) $5 Shares 78 Est. Cost $51.28 Unrealized
LUV SOUTHWEST AIRLS CO COM 0.0%
Value ($000) $5 Shares 93 Est. Cost $48.27 Unrealized -1.0%
VOD VODAFONE GROUP PLC NEW SPONSORED ADR 0.0%
Value ($000) $4 Shares 163 Est. Cost $30.67 Unrealized
SXC SUNCOKE ENERGY INC COM 0.0%
Value ($000) $4 Shares 276 Est. Cost $9.79 Unrealized +26.7%
SPH SUBURBAN PROPANE PARTNERS L UNIT LTD PARTN 0.0%
Value ($000) $4 Shares 162 Est. Cost $23.70 Unrealized
BANCORPSOUTH BK TUPELO MISS COM 0.0%
Value ($000) $4 Shares 107 Est. Cost $28.04 Unrealized
BKNG BOOKING HLDGS INC COM 0.0%
Value ($000) $4 Shares 2 Est. Cost $1933.58 Unrealized +7.2%
DRI DARDEN RESTAURANTS INC COM 0.0%
Value ($000) $4 Shares 35 Est. Cost $68.78 Unrealized +7.8%
LEA LEAR CORP COM NEW 0.0%
Value ($000) $4 Shares 22 Est. Cost $119.43 Unrealized +40.2%
FIS FIDELITY NATL INFORMATION SVCOM 0.0%
Value ($000) $4 Shares 36 Est. Cost $81.15 Unrealized +9.0%
ALL ALLSTATE CORP COM 0.0%
Value ($000) $4 Shares 45 Est. Cost $69.77 Unrealized +14.1%
GSM FERROGLOBE PLC SHS 0.0%
Value ($000) $4 Shares 500 Est. Cost $10.13 Unrealized -0.1%
DIAMOND OFFSHORE DRILLING INCOM 0.0%
Value ($000) $4 Shares 200 Est. Cost $15.00 Unrealized
DOX AMDOCS LTD ORD 0.0%
Value ($000) $3 Shares 52 Est. Cost $50.55 Unrealized +13.9%
FIBK FIRST INTST BANCSYSTEM INC COM CL A 0.0%
Value ($000) $3 Shares 71 Est. Cost $25.78 Unrealized +9.5%
CMS CMS ENERGY CORP COM 0.0%
Value ($000) $3 Shares 58 Est. Cost $38.09 Unrealized -5.3%
CITRIX SYS INC COM 0.0%
Value ($000) $3 Shares 27 Est. Cost $74.07 Unrealized
ADP AUTOMATIC DATA PROCESSING INCOM 0.0%
Value ($000) $3 Shares 21 Est. Cost $96.16 Unrealized +12.1%
PACWEST BANCORP DEL COM 0.0%
Value ($000) $3 Shares 67 Est. Cost $44.78 Unrealized
MUSA MURPHY USA INC COM 0.0%
Value ($000) $3 Shares 43 Est. Cost $64.10 Unrealized +4.7%
MTB M & T BK CORP COM 0.0%
Value ($000) $3 Shares 17 Est. Cost $129.92 Unrealized +8.9%
KLAC KLA-TENCOR CORP COM 0.0%
Value ($000) $2 Shares 23 Est. Cost $92.93 Unrealized +4.4%
KAYNE ANDERSON MLP INVSMNT CCOM 0.0%
Value ($000) $2 Shares 99 Est. Cost $20.30 Unrealized
MARATHON OIL CORP COM 0.0%
Value ($000) $2 Shares 100 Est. Cost $20.00 Unrealized
NI NISOURCE INC COM 0.0%
Value ($000) $2 Shares 66 Est. Cost $20.38 Unrealized -6.2%
MICRO FOCUS INTERNATIONAL PLSPON ADR NEW 0.0%
Value ($000) $2 Shares 119 Est. Cost $33.61 Unrealized
TSN TYSON FOODS INC CL A 0.0%
Value ($000) $2 Shares 35 Est. Cost $51.82 Unrealized +8.6%
DOV DOVER CORP COM 0.0%
Value ($000) $2 Shares 21 Est. Cost $68.12 Unrealized -0.2%
HALYARD HEALTH INC COM 0.0%
Value ($000) $2 Shares 33 Est. Cost $45.45 Unrealized
EIX EDISON INTL COM 0.0%
Value ($000) $2 Shares 24 Est. Cost $53.73 Unrealized -16.6%
ENSCO PLC SHS CLASS A 0.0%
Value ($000) $2 Shares 300 Est. Cost $10.00 Unrealized
AON PLC SHS CL A 0.0%
Value ($000) $2 Shares 15 Est. Cost $133.33 Unrealized
ASIX ADVANSIX INC COM 0.0%
Value ($000) $2 Shares 60 Est. Cost $24.64 Unrealized +39.0%
CRT CROSS TIMBERS RTY TR TR UNIT 0.0%
Value ($000) $2 Shares 160 Est. Cost $12.50 Unrealized
VECO VEECO INSTRS INC DEL COM 0.0%
Value ($000) $2 Shares 133 Est. Cost $30.73 Unrealized -46.1%
VBK VANGUARD INDEX FDS SML CP GRW ETF 0.0%
Value ($000) $2 Shares 12 Est. Cost $130.43 Unrealized
BLUEKNIGHT ENERGY PARTNERS LCOM UNIT 0.0%
Value ($000) $2 Shares 500 Est. Cost $6.00 Unrealized
CINF CINCINNATI FINL CORP COM 0.0%
Value ($000) $2 Shares 28 Est. Cost $59.90 Unrealized -2.8%
BHF BRIGHTHOUSE FINL INC COM 0.0%
Value ($000) $2 Shares 46 Est. Cost $59.99 Unrealized -19.8%
AJG GALLAGHER ARTHUR J & CO COM 0.0%
Value ($000) $2 Shares 31 Est. Cost $56.83 Unrealized +7.3%
RSG REPUBLIC SERVICES INC COM 0.0%
Value ($000) $2 Shares 30 Est. Cost $56.69 Unrealized +5.6%
ARCONIC INC COM 0.0%
Value ($000) $1 Shares 66 Est. Cost $30.30 Unrealized
DTE DTE ENERGY CO COM 0.0%
Value ($000) $1 Shares 7 Est. Cost $72.28 Unrealized -7.3%
CENTERSTATE BK CORP COM 0.0%
Value ($000) $1 Shares 20 Est. Cost $50.00 Unrealized
SM SM ENERGY CO COM 0.0%
Value ($000) $1 Shares 40 Est. Cost $24.78 Unrealized -15.1%
SBCF SEACOAST BKG CORP FLA COM NEW 0.0%
Value ($000) $1 Shares 22 Est. Cost $25.01 Unrealized +18.7%
ABCB AMERIS BANCORP COM 0.0%
Value ($000) $1 Shares 12 Est. Cost $43.24 Unrealized +13.4%
SUNTRUST BKS INC COM 0.0%
Value ($000) $1 Shares 11 Est. Cost $90.91 Unrealized
PARKER DRILLING CO COM 0.0%
Value ($000) $1 Shares 2,000 Est. Cost $2.00 Unrealized
DNOW NOW INC COM 0.0%
Value ($000) $1 Shares 50 Est. Cost $19.68 Unrealized -33.0%
VALIDUS HOLDINGS LTD COM SHS 0.0%
Value ($000) $1 Shares 9 Est. Cost Unrealized
AA ALCOA CORP COM STK 0.0%
Value ($000) $1 Shares 22 Est. Cost $38.20 Unrealized +25.7%
FE FIRSTENERGY CORP COM 0.0%
Value ($000) $1 Shares 19 Est. Cost $21.37 Unrealized +17.6%
TCBK TRICO BANCSHARES COM 0.0%
Value ($000) $1 Shares 29 Est. Cost $41.04 Unrealized -6.8%
HGTXU HUGOTON RTY TR TEX UNIT BEN INT 0.0%
Value ($000) $0 Shares 203 Est. Cost Unrealized
UBS UBS GROUP AG SHS 0.0%
Value ($000) $0 Shares 18 Est. Cost $17.38 Unrealized -6.4%
ZION ZIONS BANCORPORATION COM 0.0%
Value ($000) $0 Shares 7 Est. Cost $47.89 Unrealized +15.2%
MS MORGAN STANLEY COM 0.0%
Value ($000) $0 Shares 7 Est. Cost $39.73 Unrealized +4.3%
PERSPECTA INC COM 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
FRONTIER COMMUNICATIONS CORPCOM NEW 0.0%
Value ($000) $0 Shares 14 Est. Cost Unrealized
AIG AMERICAN INTL GROUP INC COM NEW 0.0%
Value ($000) $0 Shares 1 Est. Cost $51.16 Unrealized -13.4%
WINDSTREAM HLDGS INC COM PAR 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
DXC DXC TECHNOLOGY CO COM 0.0%
Value ($000) $0 Shares 6 Est. Cost $62.87 Unrealized +30.6%
APERGY CORP COM 0.0%
Value ($000) $0 Shares 10 Est. Cost Unrealized