Pinnacle Wealth Planning Services, Inc. Diversified Active

CIK: 0001726752 · Show all filings

Period: Q2 2020 (← Previous) (Next →)

Filing Date: Jul 27, 2020

Total Value ($000): $307,888 (100.0% shares, 0.0% debt)

Holdings (268)

FLTR VANECK VECTORS INVESTMENT GRADE FLOATING RATE ETF 10.3%
Value ($000) $31,842 Shares 1,611,125 Est. Cost $20.16 Unrealized
ET ENERGY TRANSFER EQUITY L P COM UNIT LTD PARTNERSHIP 4.6%
Value ($000) $14,110 Shares 1,981,769 Est. Cost $7.12 Unrealized
CLW CLEARWATER PAPER CORP COM 4.5%
Value ($000) $13,921 Shares 385,316 Est. Cost $27.81 Unrealized 0.0%
OKE ONEOK INC NEW COM 3.9%
Value ($000) $12,102 Shares 364,313 Est. Cost $22.69 Unrealized 0.0%
PPC PILGRIMS PRIDE CP 3.6%
Value ($000) $11,232 Shares 665,003 Est. Cost $19.49 Unrealized 0.0%
SPYG SPDR PORTFOLIO S&P 500 GROWTH ETF 2.9%
Value ($000) $8,919 Shares 219,226 Est. Cost $33.51 Unrealized
SPYV SPDR PORTFOLIO S&P 500 VALUE ETF 2.6%
Value ($000) $8,052 Shares 292,448 Est. Cost $26.47 Unrealized
SPAB SPDR PORTFOLIO AGGREGATE BOND ETF 2.3%
Value ($000) $6,979 Shares 226,157 Est. Cost $27.95 Unrealized
MSFT MICROSOFT 2.1%
Value ($000) $6,451 Shares 31,697 Est. Cost $108.80 Unrealized +59.1%
SPSM SPDR PORTFOLIO S&P 600 SMALL CAP ETF 2.1%
Value ($000) $6,318 Shares 241,132 Est. Cost $27.39 Unrealized
XOM EXXON MOBIL CORP COM 2.0%
Value ($000) $6,233 Shares 139,365 Est. Cost $35.87 Unrealized -2.9%
AAPL APPLE INC 2.0%
Value ($000) $6,104 Shares 16,733 Est. Cost $51.16 Unrealized +46.8%
SPYM SPDR PORTFOLIO S&P 500 ETF 2.0%
Value ($000) $6,056 Shares 172,749 Est. Cost $31.26 Unrealized
DIA SPDR DOW JONES INDUSTRIAL ETF 1.6%
Value ($000) $4,926 Shares 19,104 Est. Cost $219.20 Unrealized
AMZN AMAZON.COM INC 1.6%
Value ($000) $4,850 Shares 1,758 Est. Cost $84.78 Unrealized +42.5%
EFA ISHARES MSCI EAFE ETF 1.6%
Value ($000) $4,805 Shares 78,938 Est. Cost $59.76 Unrealized
DWM WISDOMTREE INTERNATIONAL EQUITY FUND 1.5%
Value ($000) $4,571 Shares 108,028 Est. Cost $48.01 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 1.3%
Value ($000) $3,850 Shares 34,192 Est. Cost $109.54 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 1.2%
Value ($000) $3,583 Shares 18,668 Est. Cost $133.82 Unrealized
EMTL SPDR DOUBLELINE EMERGING MARKETS FIXED INCOME ETF 1.1%
Value ($000) $3,526 Shares 71,781 Est. Cost $47.31 Unrealized
BBHY JPMORGAN RESEARCH ENHANCED HIGH YIELD ETF 1.1%
Value ($000) $3,456 Shares 79,194 Est. Cost $47.98 Unrealized
HIGHLAND INCOME FD HIGHLAND INCOME 1.1%
Value ($000) $3,443 Shares 427,660 Est. Cost $10.81 Unrealized
IJR ISHARES S&P SMALLCAP 600 ETF 0.9%
Value ($000) $2,873 Shares 42,064 Est. Cost $63.11 Unrealized
VOO VANGUARD S&P 500 ETF 0.9%
Value ($000) $2,718 Shares 9,589 Est. Cost $250.12 Unrealized
SRLN SSGA ACTIVE ETF TR BLKSTN GSOSRLN 0.8%
Value ($000) $2,517 Shares 58,011 Est. Cost $43.39 Unrealized
PEP PEPSICO INC COM 0.8%
Value ($000) $2,495 Shares 18,863 Est. Cost $106.87 Unrealized +3.7%
V VISA INC 0.8%
Value ($000) $2,348 Shares 12,152 Est. Cost $131.61 Unrealized +33.4%
SPY SPDR S&P 500 ETF 0.8%
Value ($000) $2,339 Shares 7,586 Est. Cost $262.72 Unrealized
XLE ENERGY SELECT SECTOR SPDR 0.8%
Value ($000) $2,319 Shares 61,271 Est. Cost $36.82 Unrealized
MCD MCDONALDS CORP COM 0.7%
Value ($000) $2,153 Shares 11,668 Est. Cost $159.39 Unrealized +1.0%
IVV ISHARES S&P 500 INDEX 0.7%
Value ($000) $2,125 Shares 6,861 Est. Cost $271.60 Unrealized
META FACEBOOK INC CL A 0.7%
Value ($000) $2,006 Shares 8,834 Est. Cost $185.59 Unrealized +11.7%
VTI VANGUARD TOTAL STOCK MARKET INDEX FUND 0.6%
Value ($000) $1,874 Shares 11,971 Est. Cost $128.89 Unrealized
GOOGL GOOGLE INC 0.6%
Value ($000) $1,703 Shares 1,201 Est. Cost $57.16 Unrealized +17.1%
JNJ JOHNSON & JOHNSON COM 0.5%
Value ($000) $1,654 Shares 11,761 Est. Cost $111.48 Unrealized +11.4%
MA MASTERCARD INC 0.5%
Value ($000) $1,631 Shares 5,514 Est. Cost $200.51 Unrealized +36.3%
PYPL PAYPAL HLDGS INC COM 0.5%
Value ($000) $1,577 Shares 9,049 Est. Cost $83.75 Unrealized +64.6%
GOOG ALPHABET INC CAP STK CL C 0.5%
Value ($000) $1,552 Shares 1,098 Est. Cost $58.96 Unrealized +13.6%
PG PROCTER AND GAMBLE CO COM 0.5%
Value ($000) $1,499 Shares 12,530 Est. Cost $82.92 Unrealized +22.4%
GRC GORMAN RUPP CO COM 0.5%
Value ($000) $1,423 Shares 45,797 Est. Cost $33.61 Unrealized -12.9%
HD HOME DEPOT 0.5%
Value ($000) $1,407 Shares 5,617 Est. Cost $167.38 Unrealized +19.3%
IWM ISHARES RUSSELL 2000 ETF 0.5%
Value ($000) $1,406 Shares 9,825 Est. Cost $142.40 Unrealized
EMLP FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND 0.5%
Value ($000) $1,398 Shares 79,217 Est. Cost $20.30 Unrealized
AGG ISHARES AGGREGATE BOND ETF 0.4%
Value ($000) $1,375 Shares 11,626 Est. Cost $111.83 Unrealized
INTC INTEL CORP COM 0.4%
Value ($000) $1,315 Shares 21,978 Est. Cost $42.42 Unrealized +25.4%
ABBV ABBVIE INC COM 0.4%
Value ($000) $1,233 Shares 12,549 Est. Cost $65.54 Unrealized +7.6%
SPDR S&P 500 ETF TR 0.4%
Value ($000) $1,183 Shares 4,800 Est. Cost Unrealized
UNH UNITEDHEALTH GROUP 0.4%
Value ($000) $1,157 Shares 3,921 Est. Cost $220.33 Unrealized +18.5%
HYG ISHARES IBOXX HIGH YIELD CORPORATE BOND ETF 0.4%
Value ($000) $1,144 Shares 14,014 Est. Cost $81.63 Unrealized
DIS DISNEY WALT CO COM DISNEY 0.4%
Value ($000) $1,140 Shares 10,219 Est. Cost $111.33 Unrealized -3.1%
TIPX SPDR BLOOMBERG BARCLAYS 1-10 YEAR TIPS ETF 0.4%
Value ($000) $1,138 Shares 69,604 Est. Cost $18.40 Unrealized
JNK SPDR HIGH YIELD BOND ETF 0.4%
Value ($000) $1,129 Shares 11,166 Est. Cost $106.53 Unrealized
ADBE ADOBE SYS INC 0.4%
Value ($000) $1,112 Shares 2,556 Est. Cost $230.80 Unrealized +60.5%
JPM JPMORGAN CHASE & CO COM 0.4%
Value ($000) $1,086 Shares 11,548 Est. Cost $95.19 Unrealized -14.1%
CSCO CISCO SYS INC 0.4%
Value ($000) $1,078 Shares 23,112 Est. Cost $33.96 Unrealized +8.9%
TMO THERMO FISHER SCIENTIFIC INC COM 0.3%
Value ($000) $1,055 Shares 2,913 Est. Cost $241.03 Unrealized +37.0%
SPEM SPDR PORTFOLIO EMERGING MARKETS ETF 0.3%
Value ($000) $1,039 Shares 34,855 Est. Cost $35.27 Unrealized
T AT&T INC COM 0.3%
Value ($000) $1,038 Shares 34,321 Est. Cost $16.16 Unrealized -4.1%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.3%
Value ($000) $1,032 Shares 5,781 Est. Cost $206.77 Unrealized -11.7%
KO COCA COLA CO COM 0.3%
Value ($000) $960 Shares 21,486 Est. Cost $38.22 Unrealized +1.3%
ABT ABBOTT LABS COM 0.3%
Value ($000) $951 Shares 10,393 Est. Cost $69.47 Unrealized +18.0%
NDSN NORDSON CORP 0.3%
Value ($000) $934 Shares 4,924 Est. Cost $131.25 Unrealized +21.5%
NVDA NVIDIA CORP 0.3%
Value ($000) $896 Shares 2,359 Est. Cost $4.78 Unrealized +68.8%
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.3%
Value ($000) $883 Shares 4,091 Est. Cost $183.79 Unrealized
VZ VERIZON COMMUNICATIONS 0.3%
Value ($000) $869 Shares 15,756 Est. Cost $37.80 Unrealized +7.8%
GWX SPDR INDEX SHS FDS S&P INTL SMALL CAP ETF 0.3%
Value ($000) $863 Shares 31,547 Est. Cost $29.27 Unrealized
WMT WALMART INC COM 0.3%
Value ($000) $850 Shares 7,097 Est. Cost $30.94 Unrealized +23.0%
BAC BK OF AMERICA CORP COM 0.3%
Value ($000) $820 Shares 34,511 Est. Cost $25.51 Unrealized -19.4%
AMGN AMGEN INC 0.3%
Value ($000) $812 Shares 3,440 Est. Cost $162.97 Unrealized +17.6%
CVX CHEVRON CORP NEW COM 0.3%
Value ($000) $805 Shares 9,020 Est. Cost $78.67 Unrealized -11.2%
ACN ACCENTURE LTD BERMUDA CL A 0.3%
Value ($000) $772 Shares 3,595 Est. Cost $149.40 Unrealized +16.9%
CRM SALESFORCE COM 0.2%
Value ($000) $753 Shares 4,024 Est. Cost $157.62 Unrealized +5.6%
COST COSTCO WHOLESALE CORP 0.2%
Value ($000) $751 Shares 2,479 Est. Cost $210.91 Unrealized +32.4%
ZTS ZOETIS INC COM CL A 0.2%
Value ($000) $735 Shares 5,363 Est. Cost $83.50 Unrealized +49.0%
CMCSA COMCAST CORP NEW CL A 0.2%
Value ($000) $732 Shares 18,763 Est. Cost $34.37 Unrealized -4.7%
MRK MERCK & CO INC 0.2%
Value ($000) $718 Shares 9,273 Est. Cost $50.76 Unrealized +23.9%
ASML ASML HOLDING N V N Y REGISTRY SHS 0.2%
Value ($000) $716 Shares 1,947 Est. Cost $204.00 Unrealized
TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD 0.2%
Value ($000) $694 Shares 12,232 Est. Cost $44.15 Unrealized
GLD SPDR GOLD ETF 0.2%
Value ($000) $689 Shares 4,115 Est. Cost $124.07 Unrealized
DHR DANAHER CORP 0.2%
Value ($000) $684 Shares 3,871 Est. Cost $103.08 Unrealized +35.8%
ICE INTERCONTINENTALEXCHINTL 0.2%
Value ($000) $682 Shares 7,452 Est. Cost $70.17 Unrealized +21.3%
IVE ISHARES S&P 500 VALUE ETF 0.2%
Value ($000) $674 Shares 6,225 Est. Cost $108.27 Unrealized
PFE PFIZER INC COM 0.2%
Value ($000) $672 Shares 20,544 Est. Cost $25.23 Unrealized +3.0%
CCI CROWN CASTLE INTL CORP 0.2%
Value ($000) $669 Shares 3,992 Est. Cost $86.20 Unrealized +45.1%
IWB ISHARES TR RUSSELL 1000 INDEX ETF 0.2%
Value ($000) $652 Shares 3,799 Est. Cost $141.81 Unrealized
TXN TEXAS INSTRS INC COM 0.2%
Value ($000) $611 Shares 4,809 Est. Cost $93.99 Unrealized +5.9%
INTU INTUIT INC 0.2%
Value ($000) $608 Shares 2,055 Est. Cost $184.00 Unrealized +44.0%
SHOP SHOPIFY INC CL A 0.2%
Value ($000) $605 Shares 637 Est. Cost $20.74 Unrealized +234.6%
NKE NIKE INC CLASS B 0.2%
Value ($000) $603 Shares 6,154 Est. Cost $67.69 Unrealized +26.3%
ACTIVISION INC 0.2%
Value ($000) $603 Shares 7,947 Est. Cost $60.68 Unrealized
SCZ ISHARES MSCI EAFE SMALL CAP ETF 0.2%
Value ($000) $600 Shares 11,196 Est. Cost $57.16 Unrealized
PSX PHILLIPS 66 0.2%
Value ($000) $588 Shares 8,179 Est. Cost $65.94 Unrealized -14.7%
NFLX NETFLIX COM INC 0.2%
Value ($000) $587 Shares 1,291 Est. Cost $31.47 Unrealized +35.2%
YUM YUM! BRANDS INC 0.2%
Value ($000) $577 Shares 6,638 Est. Cost $76.84 Unrealized 0.0%
BIL SPDR SER TR LEHMAN 1-3 MONTH T-BILL ETF 0.2%
Value ($000) $523 Shares 5,710 Est. Cost $91.59 Unrealized
LOW LOWES COS INC COM 0.2%
Value ($000) $513 Shares 3,792 Est. Cost $103.31 Unrealized 0.0%
BLACKROCK INC 0.2%
Value ($000) $513 Shares 943 Est. Cost $445.76 Unrealized
VLO VALERO ENERGY CORP 0.2%
Value ($000) $506 Shares 8,615 Est. Cost $60.45 Unrealized -21.0%
QCOM QUALCOMM INC 0.2%
Value ($000) $503 Shares 5,511 Est. Cost $58.52 Unrealized +21.3%
EA ELECTRONICS ARTS 0.2%
Value ($000) $502 Shares 3,801 Est. Cost $113.66 Unrealized +1.1%
HON HONEYWELL INTL INC 0.2%
Value ($000) $497 Shares 3,439 Est. Cost $125.43 Unrealized -6.0%
BLACKROCK INTL GROWTH TR 0.2%
Value ($000) $494 Shares 96,086 Est. Cost $6.41 Unrealized
RMD RESMED INC 0.2%
Value ($000) $493 Shares 2,568 Est. Cost $104.66 Unrealized +49.0%
MDT MEDTRONIC PLC SHS 0.2%
Value ($000) $489 Shares 5,333 Est. Cost $76.26 Unrealized +7.3%
GILD GILEAD SCIENCES INC 0.2%
Value ($000) $487 Shares 6,333 Est. Cost $51.56 Unrealized +19.2%
NVS NOVARTIS AG ADR 0.2%
Value ($000) $482 Shares 5,521 Est. Cost $84.32 Unrealized
LULU LULULEMON ATHLETICA INC 0.2%
Value ($000) $480 Shares 1,538 Est. Cost $255.73 Unrealized 0.0%
VEU VANGUARD FTSE ALL-WORLD EX US INDEX FUND 0.2%
Value ($000) $480 Shares 10,081 Est. Cost $53.56 Unrealized
EQIX EQUINIX INC COM 0.2%
Value ($000) $479 Shares 683 Est. Cost $404.56 Unrealized +50.5%
FLAHERTY & CRUMRINE / CLAYMORE PFD SECS 0.2%
Value ($000) $473 Shares 23,500 Est. Cost $20.13 Unrealized
MPC MARATHON PETE CORP 0.2%
Value ($000) $462 Shares 12,360 Est. Cost $38.36 Unrealized -29.2%
UPS UNITED PARCEL SERVICE INC 0.1%
Value ($000) $458 Shares 4,123 Est. Cost $82.71 Unrealized -3.6%
PLD PROLOGIS SHARE BENEFICIAL INT 0.1%
Value ($000) $457 Shares 4,895 Est. Cost $61.61 Unrealized +23.8%
CANADIAN PAC RAILWAYLTD 0.1%
Value ($000) $455 Shares 1,783 Est. Cost $189.52 Unrealized
UGA UNITED STATES GASOLINE FUND, LP 0.1%
Value ($000) $455 Shares 24,000 Est. Cost $10.08 Unrealized
AVGO AVAGO TECHNOLOGIES LTD 0.1%
Value ($000) $454 Shares 1,439 Est. Cost $24.56 Unrealized -0.2%
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $453 Shares 1,243 Est. Cost $286.17 Unrealized +13.1%
ORCL ORACLE CORPORATION 0.1%
Value ($000) $449 Shares 8,135 Est. Cost $46.48 Unrealized +5.4%
SAP SAP AKTIENGESELLSCHAFT ADR 0.1%
Value ($000) $436 Shares 3,111 Est. Cost $113.45 Unrealized
AZN ASTRAZENECA PLC- SPONS ADR 0.1%
Value ($000) $435 Shares 8,219 Est. Cost $38.03 Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $430 Shares 6,145 Est. Cost $57.79 Unrealized -5.2%
MDLZ MONDELEZ INTL INC CL A 0.1%
Value ($000) $428 Shares 8,377 Est. Cost $42.67 Unrealized +4.4%
CVS CVS HEALTH CORP COM 0.1%
Value ($000) $419 Shares 6,453 Est. Cost $51.21 Unrealized +2.7%
AXP AMERICAN EXPRESS CO COM 0.1%
Value ($000) $419 Shares 4,404 Est. Cost $93.57 Unrealized -8.5%
STE STERIS CORP 0.1%
Value ($000) $418 Shares 2,721 Est. Cost $112.79 Unrealized +28.4%
LLY LILLY ELI & CO COM 0.1%
Value ($000) $417 Shares 2,541 Est. Cost $115.05 Unrealized +25.1%
FIS FIDELITY NATL INFO SVCS 0.1%
Value ($000) $404 Shares 3,012 Est. Cost $118.19 Unrealized -1.2%
ABBNY ABB LTD SPONSORED ADR 0.1%
Value ($000) $402 Shares 17,809 Est. Cost $19.04 Unrealized
C CITIGROUP INC 0.1%
Value ($000) $399 Shares 7,796 Est. Cost $57.86 Unrealized -33.1%
EMB ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF 0.1%
Value ($000) $397 Shares 3,635 Est. Cost $96.42 Unrealized
DG DOLLAR GEN CORP 0.1%
Value ($000) $395 Shares 2,071 Est. Cost $135.43 Unrealized +23.4%
PCY POWERSHARES EMERGING MKTS SOVEREIGN DEBT 0.1%
Value ($000) $394 Shares 14,715 Est. Cost $27.83 Unrealized
LINDE PLC SHS 0.1%
Value ($000) $393 Shares 1,857 Est. Cost $176.59 Unrealized
CAT CATERPILLAR INC DEL COM 0.1%
Value ($000) $389 Shares 3,078 Est. Cost $114.88 Unrealized -7.6%
IWV ISHARES TRUST RUSSELL 3000 INDEX FD 0.1%
Value ($000) $379 Shares 2,105 Est. Cost $162.60 Unrealized
BTI BRITISH AMERICAN TOBACCO 0.1%
Value ($000) $372 Shares 9,564 Est. Cost $41.25 Unrealized
SPGI S&P GLOBAL INC COM 0.1%
Value ($000) $372 Shares 1,128 Est. Cost $251.07 Unrealized +14.3%
ACNB A C N B CORP 0.1%
Value ($000) $363 Shares 13,863 Est. Cost $21.99 Unrealized -6.8%
AMT AMERICAN TOWER CORP 0.1%
Value ($000) $362 Shares 1,397 Est. Cost $187.65 Unrealized +12.2%
WFC WELLS FARGO CO NEW COM 0.1%
Value ($000) $361 Shares 14,117 Est. Cost $42.69 Unrealized -43.8%
SPLV POWERSHARES SP500 LOW VOLATILITY ETF 0.1%
Value ($000) $360 Shares 7,245 Est. Cost $57.06 Unrealized
EEM ISHARES MSCI EMERGING MARKETS ETF 0.1%
Value ($000) $348 Shares 8,685 Est. Cost $41.62 Unrealized
ALPINE TOTAL DYNAMICDIVID FD COM SH BEN INT 0.1%
Value ($000) $342 Shares 44,439 Est. Cost $8.72 Unrealized
UNP UNION PAC CORP COM 0.1%
Value ($000) $342 Shares 2,018 Est. Cost $146.10 Unrealized -3.2%
ALLIANZGI DIVIDEND INT & PRMIU COM 0.1%
Value ($000) $341 Shares 30,529 Est. Cost $12.22 Unrealized
BA BOEING CO COM 0.1%
Value ($000) $337 Shares 1,839 Est. Cost $153.71 Unrealized 0.0%
APD AIR PRODS & CHEMS INC COM 0.1%
Value ($000) $333 Shares 1,383 Est. Cost $181.21 Unrealized +9.6%
AKAM AKAMAI TECH 0.1%
Value ($000) $327 Shares 3,048 Est. Cost $87.75 Unrealized +14.6%
MMM 3M CO COM 0.1%
Value ($000) $327 Shares 2,097 Est. Cost $102.42 Unrealized 0.0%
MRSH MARSH & MCLENNAN COS INC COM 0.1%
Value ($000) $322 Shares 3,002 Est. Cost $91.74 Unrealized +1.4%
IVW ISHARES S&P 500 GROWTH ETF 0.1%
Value ($000) $321 Shares 1,548 Est. Cost $207.36 Unrealized
ISRG INTUITIVE SURGICAL, INC. 0.1%
Value ($000) $318 Shares 558 Est. Cost $176.46 Unrealized +1.6%
MO ALTRIA GROUP INC COM 0.1%
Value ($000) $316 Shares 8,035 Est. Cost $29.48 Unrealized -15.3%
NEE NEXTERA ENERGY INC COM 0.1%
Value ($000) $316 Shares 1,315 Est. Cost $49.15 Unrealized +5.8%
BMY BRISTOL-MYERS SQUIBB CO COM 0.1%
Value ($000) $316 Shares 5,369 Est. Cost $46.05 Unrealized +4.1%
SBAC SBA COMMUNICATIONS CP 0.1%
Value ($000) $310 Shares 1,042 Est. Cost $227.40 Unrealized +20.5%
TAK TAKEDA PHARMA CO ADR XXX MANDATORY EXCHANGE 0.1%
Value ($000) $310 Shares 17,329 Est. Cost $19.83 Unrealized
BP BP PLC SPONSORED ADR 0.1%
Value ($000) $307 Shares 13,157 Est. Cost $34.34 Unrealized
YUMC YUM CHINA HLDGS INC COM 0.1%
Value ($000) $305 Shares 6,350 Est. Cost $47.16 Unrealized 0.0%
PRU PRUDENTIAL FINL INC 0.1%
Value ($000) $303 Shares 4,966 Est. Cost $68.71 Unrealized -35.6%
D DOMINION RESOURCES INC 0.1%
Value ($000) $298 Shares 3,673 Est. Cost $59.06 Unrealized +6.1%
IHS MARKIT LTD SHS 0.1%
Value ($000) $298 Shares 3,936 Est. Cost $67.30 Unrealized
IWO ISHARES RUSSELL 2000 GROWTH INDEX 0.1%
Value ($000) $297 Shares 1,437 Est. Cost $186.62 Unrealized
ADSK AUTODESK INC 0.1%
Value ($000) $295 Shares 1,236 Est. Cost $196.57 Unrealized 0.0%
COP CONOCOPHILLIPS COM 0.1%
Value ($000) $286 Shares 6,807 Est. Cost $32.91 Unrealized 0.0%
MTD METTLER TOLEDO INTL INCF 0.1%
Value ($000) $281 Shares 349 Est. Cost $618.03 Unrealized +20.4%
IEFA ISHARES CORE MSCI EAFE ETF 0.1%
Value ($000) $280 Shares 4,906 Est. Cost $49.86 Unrealized
ADVENT CLAYMORE CONVERTIBLE SECS & INC 0.1%
Value ($000) $277 Shares 21,183 Est. Cost $14.76 Unrealized
QQQ POWERSHARES QQQ TR 0.1%
Value ($000) $277 Shares 1,118 Est. Cost $188.80 Unrealized
TGT TARGET CORP COM 0.1%
Value ($000) $276 Shares 2,304 Est. Cost $99.26 Unrealized -1.1%
ECL ECOLAB INC COM 0.1%
Value ($000) $275 Shares 1,379 Est. Cost $175.26 Unrealized +3.9%
VRTX VERTEX PHARMACEUTICALS IN 0.1%
Value ($000) $274 Shares 944 Est. Cost $229.39 Unrealized +18.2%
HPQ HP INC COM 0.1%
Value ($000) $269 Shares 15,404 Est. Cost $16.72 Unrealized -21.8%
ING ING GROEP NV ADR 0.1%
Value ($000) $268 Shares 38,891 Est. Cost $7.79 Unrealized
BIDU BAIDU COM ADR 0.1%
Value ($000) $261 Shares 2,176 Est. Cost $122.63 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP COM 0.1%
Value ($000) $261 Shares 4,231 Est. Cost $71.30 Unrealized -23.4%
PNC PNC FINL SVCS GROUP INC COM 0.1%
Value ($000) $260 Shares 2,477 Est. Cost $107.05 Unrealized -19.7%
USB US BANCORP DEL COM NEW 0.1%
Value ($000) $255 Shares 6,943 Est. Cost $39.16 Unrealized -28.9%
HUM HUMANA INC COM 0.1%
Value ($000) $255 Shares 657 Est. Cost $355.71 Unrealized 0.0%
BCS BARCLAYS PLC ADR 0.1%
Value ($000) $253 Shares 44,616 Est. Cost $9.00 Unrealized
BKNG PRICELINE.COM INC 0.1%
Value ($000) $253 Shares 159 Est. Cost $1497.60 Unrealized 0.0%
BLACKROCK CREDIT ALLOC INCOME TRUST 0.1%
Value ($000) $252 Shares 19,133 Est. Cost $12.76 Unrealized
ALC ALCON AG ORD SHS 0.1%
Value ($000) $252 Shares 4,395 Est. Cost $55.82 Unrealized 0.0%
CSX CSX CORP 0.1%
Value ($000) $250 Shares 3,588 Est. Cost $20.51 Unrealized 0.0%
ILMN ILLUMINA INC 0.1%
Value ($000) $247 Shares 665 Est. Cost $321.78 Unrealized 0.0%
CHTR CHARTER COMMUNICATIONS INC NEW CL A 0.1%
Value ($000) $244 Shares 478 Est. Cost $466.72 Unrealized +8.7%
SBUX STARBUCKS CORP 0.1%
Value ($000) $244 Shares 3,317 Est. Cost $77.70 Unrealized -14.6%
MELI MERCADOLIBRE INC 0.1%
Value ($000) $242 Shares 245 Est. Cost $749.93 Unrealized 0.0%
EMR EMERSON ELEC CO COM 0.1%
Value ($000) $240 Shares 3,860 Est. Cost $62.38 Unrealized -19.4%
AEP AMERICAN ELEC PWR CO INC COM 0.1%
Value ($000) $240 Shares 3,025 Est. Cost $73.32 Unrealized -9.1%
SNY SANOFI SA 0.1%
Value ($000) $239 Shares 4,674 Est. Cost $51.13 Unrealized
ROP ROPER INDUSTRIES INC 0.1%
Value ($000) $237 Shares 611 Est. Cost $346.53 Unrealized 0.0%
ALEXION PHARMA INC 0.1%
Value ($000) $236 Shares 2,099 Est. Cost $112.43 Unrealized
NTB BANK OF NT BUTTERFIELD&SON LTD SHS NEW 0.1%
Value ($000) $233 Shares 9,533 Est. Cost $16.34 Unrealized 0.0%
SO SOUTHERN CO COM 0.1%
Value ($000) $233 Shares 4,502 Est. Cost $46.70 Unrealized -4.2%
PUK PRUDENTIAL CORP PLC ADRF SPONSORED ADR 0.1%
Value ($000) $231 Shares 7,603 Est. Cost $30.38 Unrealized
TSLA TESLA MOTORS INC 0.1%
Value ($000) $230 Shares 213 Est. Cost $54.10 Unrealized 0.0%
GWW GRAINGER W W INC COM 0.1%
Value ($000) $230 Shares 733 Est. Cost $270.64 Unrealized 0.0%
DXCM DEXCOM INC COM 0.1%
Value ($000) $229 Shares 565 Est. Cost $89.45 Unrealized 0.0%
FIRST TR INTER DUR PFD & IN FD COM 0.1%
Value ($000) $228 Shares 10,688 Est. Cost $21.33 Unrealized
SHW SHERWIN WILLIAMS CO COM 0.1%
Value ($000) $226 Shares 392 Est. Cost $178.48 Unrealized -3.9%
AJG GALLAGHER ARTHUR J &CO 0.1%
Value ($000) $225 Shares 2,317 Est. Cost $83.03 Unrealized 0.0%
APH AMPHENOL CORP CL A 0.1%
Value ($000) $224 Shares 2,344 Est. Cost $21.17 Unrealized 0.0%
KMB KIMBERLY CLARK CORP COM 0.1%
Value ($000) $224 Shares 1,585 Est. Cost $109.28 Unrealized +3.1%
ROYCE VALUE TR INC COM 0.1%
Value ($000) $222 Shares 17,728 Est. Cost $12.15 Unrealized
IBM INTL BUSINESS MACHINES 0.1%
Value ($000) $220 Shares 1,820 Est. Cost $99.28 Unrealized -7.9%
SPLUNK INC COM 0.1%
Value ($000) $219 Shares 1,103 Est. Cost $198.55 Unrealized
EW EDWARDS LIFESCIENCES CORP COM 0.1%
Value ($000) $219 Shares 3,169 Est. Cost $73.21 Unrealized -2.9%
SK TELECOM CO.! LTD. SPONSORED ADR CMN 0.1%
Value ($000) $218 Shares 11,279 Est. Cost $23.31 Unrealized
ADI ANALOG DEVICES INC COM 0.1%
Value ($000) $218 Shares 1,778 Est. Cost $99.37 Unrealized 0.0%
MET METLIFE INC COM 0.1%
Value ($000) $218 Shares 5,957 Est. Cost $38.42 Unrealized -24.6%
BLACKROCK GLOBAL OPPORTUNITIES EQUITYTR COM 0.1%
Value ($000) $214 Shares 22,736 Est. Cost $11.02 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 0.1%
Value ($000) $214 Shares 5,385 Est. Cost $45.19 Unrealized
VRSN VERISIGN INC 0.1%
Value ($000) $213 Shares 1,032 Est. Cost $205.77 Unrealized 0.0%
AVY AVERY DENNISON CORP COM 0.1%
Value ($000) $213 Shares 1,869 Est. Cost $99.81 Unrealized 0.0%
HDB HDFC BK LTD ADR REPSTG 3 SHS 0.1%
Value ($000) $213 Shares 4,678 Est. Cost $80.37 Unrealized
SEATTLE GENETICS INC 0.1%
Value ($000) $209 Shares 1,226 Est. Cost $170.47 Unrealized
BLACKROCK CORE BD TR SHS BEN INT 0.1%
Value ($000) $208 Shares 13,525 Est. Cost $13.61 Unrealized
SNPS SYNOPSYS INC COM 0.1%
Value ($000) $208 Shares 1,070 Est. Cost $165.04 Unrealized 0.0%
CHT CHUNGHWA TELECOM LTD ADR 0.1%
Value ($000) $207 Shares 5,259 Est. Cost $39.36 Unrealized
NVO NOVO-NORDISK A/S ADR ADR CMN 0.1%
Value ($000) $205 Shares 3,125 Est. Cost $59.96 Unrealized
GD GENERAL DYNAMICS CORP COM 0.1%
Value ($000) $205 Shares 1,371 Est. Cost $144.98 Unrealized -14.3%
ELV ANTHEM INC COM 0.1%
Value ($000) $205 Shares 778 Est. Cost $230.63 Unrealized +7.1%
HIG HARTFORD FINL SVCS GROUP INC 0.1%
Value ($000) $201 Shares 5,216 Est. Cost $45.69 Unrealized -26.3%
SONY SONY CORP SPONSORED ADR 0.1%
Value ($000) $201 Shares 2,903 Est. Cost $69.24 Unrealized
NSC NORFOLK SOUTHERN CRP 0.1%
Value ($000) $201 Shares 1,144 Est. Cost $150.98 Unrealized 0.0%
TJX TJX COS INC NEW COM 0.1%
Value ($000) $201 Shares 3,960 Est. Cost $50.60 Unrealized -7.8%
ISHARES GOLD TRUST ETF 0.1%
Value ($000) $199 Shares 11,718 Est. Cost $14.93 Unrealized
MUFG MITSUBISHI UFJ FINL GROUP INC SPONSORED 0.1%
Value ($000) $190 Shares 48,192 Est. Cost $3.94 Unrealized
FLAHERTY & CRUMRIN PFD & INM F COM 0.1%
Value ($000) $189 Shares 13,000 Est. Cost $14.54 Unrealized
VOD VODAFONE GROUP NEW ADR F 0.1%
Value ($000) $188 Shares 11,772 Est. Cost $19.25 Unrealized
FIAT CHRYSLER AUTOMOBILES N V SHS 0.1%
Value ($000) $187 Shares 18,246 Est. Cost $13.07 Unrealized
GENERAL ELECTRIC CO COM 0.1%
Value ($000) $185 Shares 27,100 Est. Cost $9.34 Unrealized
SALOMON BROS EMERGING MKTS DEBT FUND 0.1%
Value ($000) $176 Shares 14,310 Est. Cost $13.58 Unrealized
NUVEEN INSD TAX FREE ADV TAX FREE ADVANTAGE MUNI 0.1%
Value ($000) $174 Shares 12,496 Est. Cost $13.65 Unrealized
SMFG SUMITOMO MITSUI FINLGROUP INC SPONSORED ADR ISIN #US86562M2098 0.1%
Value ($000) $171 Shares 30,486 Est. Cost $6.66 Unrealized
KEY KEYCORP COM 0.1%
Value ($000) $170 Shares 14,031 Est. Cost $11.83 Unrealized -25.4%
XMUIX BLACKROCK MUNI INTER DR FD INC COM 0.1%
Value ($000) $160 Shares 11,618 Est. Cost $14.13 Unrealized
CBRA CLARION GLOBAL REAL ESTATE INCOME 0.1%
Value ($000) $160 Shares 26,747 Est. Cost $6.83 Unrealized
NUVEEN QUALITY MUNCP INCOME FD COM 0.0%
Value ($000) $143 Shares 10,210 Est. Cost $14.01 Unrealized
WESTPAC BANKING LTD SPON ADR 0.0%
Value ($000) $142 Shares 11,340 Est. Cost $12.52 Unrealized
UNITED STATES NATURAL GAS LP ETP 0.0%
Value ($000) $131 Shares 12,740 Est. Cost $12.48 Unrealized
XAWPX ALPINE GLOBAL PREMIER PROPERTIES FD 0.0%
Value ($000) $126 Shares 27,063 Est. Cost $5.51 Unrealized
MFS MULTIMARKET INCOME TRUST 0.0%
Value ($000) $124 Shares 22,276 Est. Cost $5.76 Unrealized
BLACKROCK ENHANCED DIVID ACHIEVERS TR COM 0.0%
Value ($000) $124 Shares 16,893 Est. Cost $9.00 Unrealized
MFS CHARTER INCOME 0.0%
Value ($000) $118 Shares 14,836 Est. Cost $8.05 Unrealized
LOAN MANHATTAN BRIDGE CAPITAL INC 0.0%
Value ($000) $115 Shares 115,189 Est. Cost $0.99 Unrealized
UMC UNITED MICROELECTRONICS CORPOR SPONSORED A 0.0%
Value ($000) $111 Shares 41,930 Est. Cost $2.35 Unrealized
TATA MOTORS LTD ADR 0.0%
Value ($000) $109 Shares 16,535 Est. Cost $6.59 Unrealized
IBN ICICI BANK LTD ADR 0.0%
Value ($000) $105 Shares 11,328 Est. Cost $8.49 Unrealized
BBVA BANCO BILBAO VIZCAYAARGENTARIA SA ADS EACH REPR 1 ORD EUR0.49 0.0%
Value ($000) $103 Shares 30,281 Est. Cost $3.94 Unrealized
F FORD MOTOR COMPANY 0.0%
Value ($000) $100 Shares 16,445 Est. Cost $6.05 Unrealized -30.5%
HBAN HUNTINGTON BANCSHARES INC COM 0.0%
Value ($000) $96 Shares 10,724 Est. Cost $10.82 Unrealized -37.0%
BLACKROCK DEBT STRATEGIES FUND 0.0%
Value ($000) $94 Shares 10,047 Est. Cost $9.36 Unrealized
MFG MIZUHO FINL GROUP INC SPONSORED ADR 0.0%
Value ($000) $90 Shares 36,293 Est. Cost $2.47 Unrealized
WPX ENERGY INC 0.0%
Value ($000) $88 Shares 13,770 Est. Cost $6.39 Unrealized
LPL LG PHILIPS LCD CO LTD SPONSORED ADR REP 0.5 ORD SHS 0.0%
Value ($000) $87 Shares 18,081 Est. Cost $4.41 Unrealized
TEMPLETON GLOBAL INCOME FD INC 0.0%
Value ($000) $78 Shares 14,579 Est. Cost $5.29 Unrealized
SAN BANCO SANTANDER CENT HISP 0.0%
Value ($000) $69 Shares 28,810 Est. Cost $2.97 Unrealized
BSBR BANCO SANTANDER BRASIL ADRF 0.0%
Value ($000) $68 Shares 13,100 Est. Cost $5.19 Unrealized
AROC ARCHROCK INC COM 0.0%
Value ($000) $67 Shares 10,280 Est. Cost $3.81 Unrealized 0.0%
NOK NOKIA CORP SPONSORED ADR 0.0%
Value ($000) $63 Shares 14,379 Est. Cost $4.38 Unrealized
CX CEMEX SAB DE CV SPON ADR NEW 0.0%
Value ($000) $61 Shares 21,150 Est. Cost $2.88 Unrealized
NMR NOMURA HLDGS INC SPON ADR 0.0%
Value ($000) $54 Shares 12,147 Est. Cost $4.28 Unrealized
VOYA GLBL EQTY DIV & PREM OPP COM 0.0%
Value ($000) $52 Shares 10,834 Est. Cost $4.80 Unrealized
SOUTHWESTERN ENERGY CO COM 0.0%
Value ($000) $47 Shares 18,281 Est. Cost $1.68 Unrealized
GGB GERDAU S A 0.0%
Value ($000) $41 Shares 13,899 Est. Cost $3.17 Unrealized
FRBKQ REPUBLIC FIRST BANCORP INC COM 0.0%
Value ($000) $36 Shares 14,757 Est. Cost $2.31 Unrealized 0.0%