BARTLETT & CO. WEALTH MANAGEMENT LLC Diversified Active

CIK: 0002010186 · Show all filings

Period: Q3 2018 (← Previous) (Next →)

Filing Date: Feb 13, 2024

Total Value ($000): $2,667,702 (100.0% shares, 0.0% debt)

Holdings (717)

AAPL Apple Inc 3.7%
Value ($000) $99,723 Shares 441,759 Est. Cost $40.42 Unrealized +21.9%
MSFT Microsoft Corp 3.4%
Value ($000) $91,004 Shares 795,698 Est. Cost $84.31 Unrealized +19.6%
MA Mastercard Inc 3.2%
Value ($000) $86,676 Shares 389,364 Est. Cost $163.70 Unrealized +22.4%
IEFA iShares Core MSCI EAFE 2.7%
Value ($000) $71,111 Shares 1,109,723 Est. Cost $65.60 Unrealized
USB US Bancorp 2.6%
Value ($000) $70,618 Shares 1,327,898 Est. Cost $39.83 Unrealized -1.8%
BRK/B Berkshire Hathaway Inc - Class 2.6%
Value ($000) $69,165 Shares 323,033 Est. Cost $205.34 Unrealized -0.1%
TJX TJX Companies Inc. 2.4%
Value ($000) $63,142 Shares 563,665 Est. Cost $35.48 Unrealized +31.0%
ABT Abbott Labs 2.3%
Value ($000) $60,529 Shares 825,092 Est. Cost $52.58 Unrealized +10.0%
AMGN Amgen Inc 2.2%
Value ($000) $59,394 Shares 286,524 Est. Cost $144.43 Unrealized +9.0%
PG Procter & Gamble Co 2.1%
Value ($000) $56,988 Shares 684,707 Est. Cost $67.87 Unrealized -0.1%
United Technologies Corp 2.0%
Value ($000) $53,285 Shares 381,124 Est. Cost $125.82 Unrealized
DIS Disney (Walt) Co 2.0%
Value ($000) $52,739 Shares 450,994 Est. Cost $101.04 Unrealized +5.5%
PEP Pepsico Inc 2.0%
Value ($000) $52,641 Shares 470,849 Est. Cost $89.25 Unrealized +1.2%
GOOG Alphabet Inc Class C 1.9%
Value ($000) $49,946 Shares 41,849 Est. Cost $54.79 Unrealized +8.5%
VZ Verizon Communications Inc 1.7%
Value ($000) $45,252 Shares 847,570 Est. Cost $33.01 Unrealized +8.0%
LOW Lowe's Companies Inc 1.7%
Value ($000) $45,222 Shares 393,851 Est. Cost $81.91 Unrealized +11.1%
CVX Chevron Corp 1.6%
Value ($000) $43,723 Shares 357,569 Est. Cost $85.03 Unrealized +3.4%
BAX Baxter International Inc 1.6%
Value ($000) $41,855 Shares 541,598 Est. Cost $58.91 Unrealized +10.2%
NVS Novartis AG-ADR 1.5%
Value ($000) $39,191 Shares 454,866 Est. Cost $80.90 Unrealized
BlackRock Inc 1.4%
Value ($000) $36,266 Shares 76,944 Est. Cost $541.72 Unrealized
VCSH Vanguard Short-Term Corp Bond 1.4%
Value ($000) $36,204 Shares 463,202 Est. Cost $78.42 Unrealized
CVS CVS Health Corp 1.3%
Value ($000) $35,177 Shares 446,860 Est. Cost $55.85 Unrealized +1.2%
INTC Intel Corp 1.3%
Value ($000) $33,666 Shares 711,901 Est. Cost $40.06 Unrealized +3.6%
FDX Fedex Corp 1.2%
Value ($000) $33,313 Shares 137,978 Est. Cost $220.51 Unrealized -3.8%
ENB Enbridge Inc 1.2%
Value ($000) $32,595 Shares 1,009,449 Est. Cost $21.50 Unrealized +2.2%
QCOM Qualcomm Inc 1.2%
Value ($000) $32,503 Shares 451,243 Est. Cost $51.91 Unrealized +5.3%
ACN Accenture PLC - Class A 1.2%
Value ($000) $32,462 Shares 190,729 Est. Cost $140.74 Unrealized +6.0%
XOM Exxon Mobil Corp 1.2%
Value ($000) $32,425 Shares 381,385 Est. Cost $55.74 Unrealized +4.4%
VOO Vanguard S&P 500 ETF 1.2%
Value ($000) $31,863 Shares 118,779 Est. Cost $244.44 Unrealized
Praxair Inc. 1.2%
Value ($000) $31,734 Shares 197,437 Est. Cost $144.30 Unrealized
JNJ Johnson & Johnson 1.2%
Value ($000) $31,662 Shares 229,155 Est. Cost $108.07 Unrealized -0.0%
NKE Nike Inc. 1.2%
Value ($000) $31,272 Shares 368,205 Est. Cost $59.62 Unrealized +22.4%
BMY Bristol-Myers Squibb Co. 1.1%
Value ($000) $30,264 Shares 487,503 Est. Cost $48.10 Unrealized -6.5%
DUK Duke Energy Corp 1.1%
Value ($000) $29,947 Shares 374,238 Est. Cost $56.37 Unrealized +6.5%
DE Deere Co 1.1%
Value ($000) $29,891 Shares 197,929 Est. Cost $142.15 Unrealized -9.5%
Laboratory Corp Amer Hldgs 1.1%
Value ($000) $28,697 Shares 165,231 Est. Cost $162.75 Unrealized
ADI Analog Devices Inc 1.1%
Value ($000) $28,468 Shares 307,890 Est. Cost $78.70 Unrealized +6.5%
CB Chubb Ltd 1.0%
Value ($000) $27,834 Shares 207,144 Est. Cost $125.90 Unrealized -5.3%
GOOGL Alphabet Inc Class A 1.0%
Value ($000) $27,527 Shares 22,805 Est. Cost $55.03 Unrealized +9.2%
MKC McCormick & Co 1.0%
Value ($000) $26,368 Shares 200,135 Est. Cost $45.28 Unrealized +18.4%
VFC V F Corp. 0.9%
Value ($000) $25,237 Shares 270,055 Est. Cost $72.31 Unrealized +18.0%
ORCL Oracle Corp 0.9%
Value ($000) $24,963 Shares 484,147 Est. Cost $44.25 Unrealized -1.5%
BRK/A Berkshire Hathaway Inc. Class 0.9%
Value ($000) $24,640 Shares 77 Est. Cost $308211.47 Unrealized +0.5%
GILD Gilead Sciences Inc. 0.8%
Value ($000) $22,535 Shares 291,868 Est. Cost $58.92 Unrealized -3.5%
DEO Diageo P L C Spon ADR 0.8%
Value ($000) $22,204 Shares 154,443 Est. Cost $136.81 Unrealized
VCIT Vanguard Intermediate Term Cor 0.8%
Value ($000) $22,074 Shares 264,268 Est. Cost $84.67 Unrealized
AMT American Tower REIT Inc 0.7%
Value ($000) $19,757 Shares 135,242 Est. Cost $114.81 Unrealized +5.2%
MDY SPDR S&P MidCap 400 ETF Trust 0.7%
Value ($000) $19,579 Shares 53,130 Est. Cost $342.86 Unrealized
MTB M&T Bank Corporation 0.7%
Value ($000) $19,170 Shares 116,506 Est. Cost $141.35 Unrealized -2.6%
VMBS Vanguard Mortgage-Backed Secur 0.7%
Value ($000) $18,756 Shares 367,773 Est. Cost $51.39 Unrealized
SLB Schlumberger Ltd 0.7%
Value ($000) $18,401 Shares 299,577 Est. Cost $55.74 Unrealized -6.7%
ITW Illinois Tool Works 0.7%
Value ($000) $18,201 Shares 128,071 Est. Cost $136.85 Unrealized -14.2%
Worldpay Inc 0.7%
Value ($000) $18,033 Shares 178,072 Est. Cost $82.75 Unrealized
NSC Norfolk Southern Corp. 0.7%
Value ($000) $17,908 Shares 99,212 Est. Cost $122.67 Unrealized +20.0%
Kansas City Southern 0.7%
Value ($000) $17,886 Shares 157,396 Est. Cost $110.22 Unrealized
ADP Automatic Data Processing 0.6%
Value ($000) $17,030 Shares 112,456 Est. Cost $98.61 Unrealized +22.5%
MCD McDonalds Corp 0.6%
Value ($000) $15,810 Shares 94,504 Est. Cost $136.63 Unrealized -1.3%
VEU Vanguard FTSE All-World Ex-US 0.6%
Value ($000) $14,864 Shares 284,080 Est. Cost $54.37 Unrealized
SCHB Schwab US Broad Market ETF 0.5%
Value ($000) $13,766 Shares 195,565 Est. Cost $63.87 Unrealized
CFR Cullen Frost Bankers 0.4%
Value ($000) $11,814 Shares 113,119 Est. Cost $82.70 Unrealized +7.5%
ABBV Abbvie Inc 0.4%
Value ($000) $11,430 Shares 120,853 Est. Cost $78.53 Unrealized -11.9%
FLOT iShares Floating Rate Bond 0.4%
Value ($000) $11,417 Shares 223,781 Est. Cost $50.97 Unrealized
BUD Anheuser-Busch InBev SA/NV ADR 0.4%
Value ($000) $11,233 Shares 128,277 Est. Cost $109.94 Unrealized
IBM International Business Machine 0.4%
Value ($000) $11,205 Shares 74,102 Est. Cost $107.30 Unrealized -5.6%
JPM JPMorgan Chase & Co 0.4%
Value ($000) $11,061 Shares 98,021 Est. Cost $91.39 Unrealized +1.4%
EMR Emerson Electric Co. 0.4%
Value ($000) $10,989 Shares 143,494 Est. Cost $58.98 Unrealized +5.0%
IEMG iShares Core MSCI Emerging Mar 0.4%
Value ($000) $10,947 Shares 211,410 Est. Cost $56.56 Unrealized
VTI Vanguard Total Stock Market VI 0.4%
Value ($000) $10,860 Shares 72,225 Est. Cost $135.72 Unrealized
WM Waste Management Inc. 0.4%
Value ($000) $9,376 Shares 103,762 Est. Cost $73.05 Unrealized +7.1%
SJM J.M. Smucker Company 0.3%
Value ($000) $8,565 Shares 83,474 Est. Cost $97.06 Unrealized -11.4%
VWO Vanguard FTSE Emerging Markets 0.3%
Value ($000) $8,283 Shares 199,468 Est. Cost $46.98 Unrealized
AGG iShares Core Total U.S. Bond M 0.3%
Value ($000) $8,131 Shares 77,056 Est. Cost $107.17 Unrealized
WEC WEC Energy Group Inc. 0.3%
Value ($000) $7,850 Shares 117,583 Est. Cost $48.22 Unrealized +9.4%
GD General Dynamics Corporation 0.3%
Value ($000) $7,845 Shares 38,320 Est. Cost $165.40 Unrealized -0.0%
VXF Vanguard Extended Market VIPER 0.3%
Value ($000) $7,727 Shares 62,778 Est. Cost $111.83 Unrealized
HSY Hershey Company 0.3%
Value ($000) $7,595 Shares 74,456 Est. Cost $85.63 Unrealized -3.0%
META Facebook Inc Class A 0.3%
Value ($000) $7,434 Shares 45,203 Est. Cost $179.68 Unrealized +0.1%
UNP Union Pacific Corp 0.3%
Value ($000) $7,182 Shares 44,109 Est. Cost $113.06 Unrealized +13.0%
WFC Wells Fargo & Co 0.3%
Value ($000) $6,804 Shares 129,460 Est. Cost $47.72 Unrealized -2.5%
PFE Pfizer Inc. 0.3%
Value ($000) $6,738 Shares 152,901 Est. Cost $24.24 Unrealized +14.1%
MRK Merck & Co. Inc. 0.2%
Value ($000) $6,614 Shares 92,611 Est. Cost $42.33 Unrealized +19.6%
AXP American Express Company 0.2%
Value ($000) $6,481 Shares 60,859 Est. Cost $87.01 Unrealized +8.2%
IWP iShares Russell Midcap Growth 0.2%
Value ($000) $5,971 Shares 43,902 Est. Cost $125.66 Unrealized
T AT&T Inc 0.2%
Value ($000) $5,910 Shares 175,992 Est. Cost $15.81 Unrealized -8.4%
SYY Sysco Corp. 0.2%
Value ($000) $5,337 Shares 72,857 Est. Cost $49.25 Unrealized +20.3%
CL Colgate-Palmolive Co. 0.2%
Value ($000) $5,092 Shares 76,055 Est. Cost $59.73 Unrealized -6.3%
NSRGY Nestle SA Sponsored ADR 0.2%
Value ($000) $5,049 Shares 60,691 Est. Cost $78.97 Unrealized
SCHZ Schwab U.S. Aggregate Bond ETF 0.2%
Value ($000) $5,044 Shares 100,380 Est. Cost $51.01 Unrealized
KMB Kimberly Clark 0.2%
Value ($000) $4,825 Shares 42,084 Est. Cost $86.21 Unrealized +0.4%
BlackRock Core Bond Common 0.2%
Value ($000) $4,800 Shares 375,570 Est. Cost $13.10 Unrealized
HD Home Depot Inc. 0.2%
Value ($000) $4,716 Shares 22,768 Est. Cost $154.98 Unrealized +8.4%
UPS United Parcel Service Inc. 0.2%
Value ($000) $4,310 Shares 36,913 Est. Cost $85.46 Unrealized +3.5%
CINF Cincinnati Financial Corp 0.2%
Value ($000) $4,167 Shares 53,879 Est. Cost $60.86 Unrealized +1.1%
SCHX Schwab U.S. Large-Cap ETF 0.2%
Value ($000) $4,054 Shares 58,276 Est. Cost $63.23 Unrealized
IWS iShares Russell MidCap Value E 0.1%
Value ($000) $3,984 Shares 43,858 Est. Cost $87.28 Unrealized
PFF iShares S&P US Preferred Stock 0.1%
Value ($000) $3,912 Shares 105,352 Est. Cost $37.54 Unrealized
KO Coca Cola 0.1%
Value ($000) $3,852 Shares 82,686 Est. Cost $35.07 Unrealized +3.5%
Cohen & Steers REIT PFD 0.1%
Value ($000) $3,785 Shares 193,795 Est. Cost $18.70 Unrealized
MMM 3M Company 0.1%
Value ($000) $3,745 Shares 17,772 Est. Cost $149.23 Unrealized -11.4%
BA Boeing Co. 0.1%
Value ($000) $3,735 Shares 10,043 Est. Cost $322.88 Unrealized +5.0%
VEA Vanguard FTSE Developed Market 0.1%
Value ($000) $3,689 Shares 84,953 Est. Cost $44.25 Unrealized
TGT Target Corp 0.1%
Value ($000) $3,592 Shares 40,722 Est. Cost $58.46 Unrealized +16.3%
IWN iShares Russell 2000 Value ETF 0.1%
Value ($000) $3,358 Shares 25,156 Est. Cost $125.83 Unrealized
SPY SPDR S&P 500 ETF Trust 0.1%
Value ($000) $3,098 Shares 10,608 Est. Cost $264.25 Unrealized
IVV iShares Core S&P 500 ETF 0.1%
Value ($000) $3,095 Shares 10,528 Est. Cost $269.28 Unrealized
XLY Consumer Discretionary Select 0.1%
Value ($000) $3,064 Shares 26,137 Est. Cost $101.29 Unrealized
NVO Novo-Nordisk A/S ADR 0.1%
Value ($000) $2,939 Shares 62,340 Est. Cost $50.06 Unrealized
TIP iShares Barclays TIPS Bond ETF 0.1%
Value ($000) $2,903 Shares 26,243 Est. Cost $113.04 Unrealized
VFH Vanguard Financials ETF 0.1%
Value ($000) $2,865 Shares 41,303 Est. Cost $69.47 Unrealized
LMT Lockheed Martin Corp. 0.1%
Value ($000) $2,800 Shares 8,093 Est. Cost $275.43 Unrealized -4.1%
IWM iShares Russell 2000 ETF 0.1%
Value ($000) $2,638 Shares 15,612 Est. Cost $151.83 Unrealized
XLK US Technology Select SPDR 0.1%
Value ($000) $2,615 Shares 34,711 Est. Cost $65.42 Unrealized
PM Philip Morris International 0.1%
Value ($000) $2,451 Shares 29,644 Est. Cost $68.70 Unrealized -19.2%
VYM Vanguard High Dividend Yield E 0.1%
Value ($000) $2,444 Shares 27,850 Est. Cost $82.49 Unrealized
BOND PIMCO Active Bond ETF 0.1%
Value ($000) $2,441 Shares 23,848 Est. Cost $104.23 Unrealized
VYMI Vanguard Intl High Dividend Yi 0.1%
Value ($000) $2,429 Shares 38,315 Est. Cost $66.45 Unrealized
PNC PNC Financial Services Group 0.1%
Value ($000) $2,413 Shares 17,715 Est. Cost $117.87 Unrealized -7.1%
CSX C S X Corp. 0.1%
Value ($000) $2,406 Shares 32,496 Est. Cost $16.81 Unrealized +28.4%
SCHG Schwab US Large-Cap Growth ETF 0.1%
Value ($000) $2,374 Shares 28,939 Est. Cost $71.71 Unrealized
CSCO Cisco Systems Inc 0.1%
Value ($000) $2,369 Shares 48,692 Est. Cost $33.56 Unrealized +7.4%
Raytheon Company 0.1%
Value ($000) $2,320 Shares 11,228 Est. Cost $215.82 Unrealized
BND Vanguard Total Bond Market ETF 0.1%
Value ($000) $2,270 Shares 28,842 Est. Cost $79.93 Unrealized
SCHA Schwab US Small-Cap ETF 0.1%
Value ($000) $2,222 Shares 29,177 Est. Cost $69.23 Unrealized
IGSB iShares Short-Term Corporate B 0.1%
Value ($000) $2,137 Shares 41,232 Est. Cost $78.62 Unrealized
SCHF Schwab International Equity ET 0.1%
Value ($000) $2,129 Shares 63,507 Est. Cost $33.67 Unrealized
IVOO Vanguard S&P Mid-Cap 400 Index 0.1%
Value ($000) $2,077 Shares 15,220 Est. Cost $126.71 Unrealized
BK Bank of New York Mellon Corp 0.1%
Value ($000) $2,034 Shares 39,886 Est. Cost $44.73 Unrealized -4.5%
SUSA iShares MSCI USA ESG Select 0.1%
Value ($000) $2,007 Shares 16,746 Est. Cost $112.11 Unrealized
FITB Fifth Third Bancorp 0.1%
Value ($000) $1,997 Shares 71,080 Est. Cost $23.73 Unrealized -7.3%
VTEB Vanguard Tax-Exempt Bond ETF 0.1%
Value ($000) $1,959 Shares 38,788 Est. Cost $50.78 Unrealized
DNP Select Income Fund 0.1%
Value ($000) $1,958 Shares 175,825 Est. Cost $10.35 Unrealized
VDC Vanguard Consumer Staples ETF 0.1%
Value ($000) $1,929 Shares 13,764 Est. Cost $136.12 Unrealized
SCHV Schwab US Large-Cap Value ETF 0.1%
Value ($000) $1,876 Shares 33,446 Est. Cost $52.84 Unrealized
HON Honeywell International Inc. 0.1%
Value ($000) $1,850 Shares 11,115 Est. Cost $117.49 Unrealized +3.5%
BF/B Brown Forman Corp Class B 0.1%
Value ($000) $1,838 Shares 36,254 Est. Cost $46.83 Unrealized -2.0%
SCHW Schwab Charles Corp. 0.1%
Value ($000) $1,796 Shares 36,536 Est. Cost $48.18 Unrealized -4.4%
VIS Vanguard Industrials ETF 0.1%
Value ($000) $1,771 Shares 11,990 Est. Cost $139.11 Unrealized
Walgreens Boots Alliance Inc 0.1%
Value ($000) $1,749 Shares 23,985 Est. Cost $65.47 Unrealized
IWO iShares Russell 2000 Growth In 0.1%
Value ($000) $1,631 Shares 7,573 Est. Cost $194.96 Unrealized
EFA iShares MSCI EAFE ETF 0.1%
Value ($000) $1,594 Shares 23,438 Est. Cost $69.68 Unrealized
Nuveen Ohio Quality Income 0.1%
Value ($000) $1,575 Shares 116,241 Est. Cost $13.78 Unrealized
KR Kroger Co. 0.1%
Value ($000) $1,540 Shares 52,920 Est. Cost $22.97 Unrealized +10.7%
General Electric 0.1%
Value ($000) $1,532 Shares 134,310 Est. Cost $13.60 Unrealized
DowDupont Inc 0.1%
Value ($000) $1,532 Shares 23,815 Est. Cost $63.71 Unrealized
SMB Vaneck Vectors AMT-Free Short 0.1%
Value ($000) $1,511 Shares 87,990 Est. Cost $17.22 Unrealized
IGIB iShares Intermediate-Term Corp 0.1%
Value ($000) $1,492 Shares 28,096 Est. Cost $80.63 Unrealized
MUB iShares S&P National AMT-Free 0.1%
Value ($000) $1,421 Shares 13,165 Est. Cost $108.72 Unrealized
MINT PIMCO Enhanced Short Maturity 0.1%
Value ($000) $1,402 Shares 13,800 Est. Cost $101.55 Unrealized
MO Altria Group Inc. 0.1%
Value ($000) $1,388 Shares 22,719 Est. Cost $36.57 Unrealized -8.2%
VIG Vanguard Dividend Appreciation 0.1%
Value ($000) $1,364 Shares 12,265 Est. Cost $102.13 Unrealized
IBB iShares Nasdaq Biotechnology E 0.0%
Value ($000) $1,309 Shares 10,736 Est. Cost $107.40 Unrealized
IWR iShares Russell Midcap ETF 0.0%
Value ($000) $1,309 Shares 5,905 Est. Cost $206.44 Unrealized
UNH UnitedHealth Group Incorporate 0.0%
Value ($000) $1,283 Shares 4,823 Est. Cost $202.11 Unrealized +14.1%
DCI Donaldson Inc. 0.0%
Value ($000) $1,256 Shares 21,552 Est. Cost $42.21 Unrealized +5.7%
CTAS Cintas Corp. 0.0%
Value ($000) $1,240 Shares 6,269 Est. Cost $38.60 Unrealized +23.9%
Cerner Corp 0.0%
Value ($000) $1,214 Shares 18,850 Est. Cost $58.00 Unrealized
EEMV iShares MSCI Emerging Markets 0.0%
Value ($000) $1,204 Shares 20,297 Est. Cost $62.34 Unrealized
CMCSA Comcast Corporation Class A 0.0%
Value ($000) $1,187 Shares 33,508 Est. Cost $31.79 Unrealized -7.7%
SCHM Schwab US Mid-Cap ETF 0.0%
Value ($000) $1,180 Shares 20,407 Est. Cost $53.67 Unrealized
SYK Stryker Corp. 0.0%
Value ($000) $1,139 Shares 6,392 Est. Cost $148.81 Unrealized +5.9%
IJH iShares Core S&P MidCap ETF 0.0%
Value ($000) $1,129 Shares 5,584 Est. Cost $194.68 Unrealized
VIOO Vanguard S&P Small-Cap 600 0.0%
Value ($000) $1,081 Shares 6,775 Est. Cost $152.35 Unrealized
MET Metlife Inc 0.0%
Value ($000) $1,060 Shares 22,686 Est. Cost $37.04 Unrealized -4.1%
Neuberger Berman Intermediate 0.0%
Value ($000) $1,021 Shares 75,538 Est. Cost $13.81 Unrealized
EEM iShares MSCI Emerging Mkts ETF 0.0%
Value ($000) $990 Shares 23,058 Est. Cost $48.15 Unrealized
LLY Lilly (Eli) & Co. 0.0%
Value ($000) $988 Shares 9,207 Est. Cost $71.71 Unrealized +25.9%
COP ConocoPhillips 0.0%
Value ($000) $964 Shares 12,449 Est. Cost $43.76 Unrealized +28.8%
BXP Boston Properties Inc. 0.0%
Value ($000) $962 Shares 7,754 Est. Cost $85.13 Unrealized +6.1%
COST Costco Wholesale Corp 0.0%
Value ($000) $958 Shares 4,078 Est. Cost $170.34 Unrealized +19.3%
MBB iShares Barclays MBS ETF 0.0%
Value ($000) $953 Shares 9,220 Est. Cost $104.63 Unrealized
XLV Health Care Select Sector SPDR 0.0%
Value ($000) $943 Shares 9,910 Est. Cost $81.40 Unrealized
SCHE Schwab Emerging Markets Equity 0.0%
Value ($000) $930 Shares 36,177 Est. Cost $28.70 Unrealized
L-3 Technologies Inc 0.0%
Value ($000) $900 Shares 4,234 Est. Cost $208.16 Unrealized
MDLZ Mondelez Intl Inc CL A 0.0%
Value ($000) $878 Shares 20,315 Est. Cost $35.84 Unrealized -0.7%
Royal Dutch Shell PLC Spons AD 0.0%
Value ($000) $862 Shares 12,646 Est. Cost $63.81 Unrealized
Legg Mason 0.0%
Value ($000) $853 Shares 27,326 Est. Cost $38.59 Unrealized
Varian Medical Systems Inc 0.0%
Value ($000) $846 Shares 7,560 Est. Cost $122.65 Unrealized
EOG EOG Res Inc 0.0%
Value ($000) $844 Shares 6,615 Est. Cost $80.82 Unrealized +13.1%
AMZN Amazon.com Inc. 0.0%
Value ($000) $843 Shares 421 Est. Cost $71.51 Unrealized +31.5%
MFC Manulife Finl Corp 0.0%
Value ($000) $831 Shares 46,480 Est. Cost $20.01 Unrealized -9.2%
LNC Lincoln National Corp 0.0%
Value ($000) $824 Shares 12,185 Est. Cost $55.55 Unrealized -14.4%
IJR iShares Core S&P Small-Cap ETF 0.0%
Value ($000) $775 Shares 8,858 Est. Cost $77.52 Unrealized
VB Vanguard Small-Cap VIPERs 0.0%
Value ($000) $727 Shares 4,453 Est. Cost $146.92 Unrealized
MLM Martin Marietta Materials 0.0%
Value ($000) $718 Shares 3,945 Est. Cost $204.32 Unrealized -4.3%
PCAR Paccar Inc. 0.0%
Value ($000) $689 Shares 10,100 Est. Cost $34.76 Unrealized -5.8%
ZBH Zimmer Biomet Holdings Inc 0.0%
Value ($000) $662 Shares 5,028 Est. Cost $108.92 Unrealized +2.8%
Total S.A. 0.0%
Value ($000) $661 Shares 10,143 Est. Cost $58.50 Unrealized
DLN Wisdomtree Large Cap Div Exch 0.0%
Value ($000) $652 Shares 6,835 Est. Cost $88.49 Unrealized
HPQ HP Inc. 0.0%
Value ($000) $643 Shares 24,802 Est. Cost $17.36 Unrealized +8.2%
IVW iShares S&P 500 Growth ETF 0.0%
Value ($000) $632 Shares 3,558 Est. Cost $155.07 Unrealized
Anadarko Pete Corp. 0.0%
Value ($000) $610 Shares 9,050 Est. Cost $60.41 Unrealized
V Visa Inc 0.0%
Value ($000) $609 Shares 4,057 Est. Cost $118.91 Unrealized +13.6%
Magellan Midstream Partners LP 0.0%
Value ($000) $608 Shares 8,985 Est. Cost $59.19 Unrealized
Xilinx Inc. 0.0%
Value ($000) $595 Shares 7,425 Est. Cost $72.24 Unrealized
FMC FMC Corp 0.0%
Value ($000) $588 Shares 6,735 Est. Cost $60.69 Unrealized +1.4%
PPG PPG Industries Inc. 0.0%
Value ($000) $578 Shares 5,300 Est. Cost $99.50 Unrealized -4.8%
SBUX Starbucks Corp. 0.0%
Value ($000) $576 Shares 10,142 Est. Cost $48.64 Unrealized -7.4%
BB&T Corp. 0.0%
Value ($000) $572 Shares 11,775 Est. Cost $51.69 Unrealized
VGT Vanguard Information Technolog 0.0%
Value ($000) $555 Shares 2,740 Est. Cost $177.50 Unrealized
GPC Genuine Parts Co. 0.0%
Value ($000) $555 Shares 5,540 Est. Cost $76.83 Unrealized +3.0%
NEE NextEra Energy Inc 0.0%
Value ($000) $530 Shares 3,164 Est. Cost $31.92 Unrealized +11.1%
NXPI NXP Semiconductor NV 0.0%
Value ($000) $504 Shares 5,877 Est. Cost $107.24 Unrealized -20.5%
SCHD Schwab U.S. Dividend Equity ET 0.0%
Value ($000) $501 Shares 9,446 Est. Cost $49.03 Unrealized
VT Vanguard Total World Stock Ind 0.0%
Value ($000) $498 Shares 6,540 Est. Cost $73.63 Unrealized
BlackRock Corp High Yld Fund 0.0%
Value ($000) $496 Shares 47,211 Est. Cost $10.59 Unrealized
WMT Walmart Inc 0.0%
Value ($000) $494 Shares 5,262 Est. Cost $27.98 Unrealized -2.3%
XLE Energy Select Sector SPDR 0.0%
Value ($000) $491 Shares 6,482 Est. Cost $67.41 Unrealized
XLB Materials Select Sector SPDR 0.0%
Value ($000) $468 Shares 8,080 Est. Cost $56.94 Unrealized
VPU Vanguard Utilities ETF 0.0%
Value ($000) $458 Shares 3,882 Est. Cost $111.81 Unrealized
Putnam Premier Income 0.0%
Value ($000) $450 Shares 85,174 Est. Cost $5.26 Unrealized
MRSH Marsh & McLennan Cos Inc 0.0%
Value ($000) $444 Shares 5,364 Est. Cost $72.87 Unrealized +3.3%
HPE Hewlett Packard Enterprise 0.0%
Value ($000) $419 Shares 25,535 Est. Cost $13.27 Unrealized -4.6%
XBI SPDR S&P Biotech ETF 0.0%
Value ($000) $407 Shares 4,245 Est. Cost $87.73 Unrealized
VV Vanguard Large-Cap VIPERs 0.0%
Value ($000) $391 Shares 2,918 Est. Cost $121.21 Unrealized
IWB iShares Russell 1000 ETF 0.0%
Value ($000) $391 Shares 2,405 Est. Cost $146.86 Unrealized
SCHC Schwab International Small-Cap 0.0%
Value ($000) $377 Shares 10,572 Est. Cost $36.51 Unrealized
XRAY Dentsply Sirona Inc. 0.0%
Value ($000) $373 Shares 9,866 Est. Cost $58.89 Unrealized -29.3%
EW Edwards Lifesciences Corp 0.0%
Value ($000) $372 Shares 2,136 Est. Cost $43.43 Unrealized +12.6%
Luxottica Group SPA Sponsored 0.0%
Value ($000) $364 Shares 5,350 Est. Cost $62.20 Unrealized
CDK Global Inc 0.0%
Value ($000) $342 Shares 5,462 Est. Cost $63.34 Unrealized
PSX Phillips 66 0.0%
Value ($000) $340 Shares 3,019 Est. Cost $71.80 Unrealized +19.9%
BF/A Brown Forman Corp Class A 0.0%
Value ($000) $339 Shares 6,650 Est. Cost $41.13 Unrealized +12.1%
SRCE 1st Source Corporation 0.0%
Value ($000) $336 Shares 6,377 Est. Cost $50.62 Unrealized
FNDX Schwab Fundamental US Large Co 0.0%
Value ($000) $323 Shares 8,145 Est. Cost $37.40 Unrealized
ISRG Intuitive Surgical Inc New 0.0%
Value ($000) $310 Shares 540 Est. Cost $139.55 Unrealized +27.2%
EPD Enterprise Prods Partners L P 0.0%
Value ($000) $308 Shares 10,736 Est. Cost $24.78 Unrealized
Express Scripts Holding Co. 0.0%
Value ($000) $297 Shares 3,122 Est. Cost $69.08 Unrealized
GLW Corning Incorporated 0.0%
Value ($000) $287 Shares 8,128 Est. Cost $24.81 Unrealized +6.7%
SVB Financial Group 0.0%
Value ($000) $280 Shares 900 Est. Cost $240.01 Unrealized
IYM iShares Dow Jones US Basic Mat 0.0%
Value ($000) $280 Shares 2,830 Est. Cost $96.08 Unrealized
SO Southern Company 0.0%
Value ($000) $278 Shares 6,381 Est. Cost $32.23 Unrealized +6.4%
L Loews Corp. 0.0%
Value ($000) $277 Shares 5,517 Est. Cost $48.83 Unrealized -0.6%
DXC DXC Technology Company 0.0%
Value ($000) $276 Shares 2,949 Est. Cost $83.37 Unrealized +1.6%
TFX Teleflex Inc. 0.0%
Value ($000) $274 Shares 1,029 Est. Cost $251.09 Unrealized -1.0%
ETN Eaton Corp PLC 0.0%
Value ($000) $273 Shares 3,144 Est. Cost $70.18 Unrealized +1.4%
DOV Dover Corp. 0.0%
Value ($000) $270 Shares 3,050 Est. Cost $72.04 Unrealized +2.4%
MAR Marriott International Cl A 0.0%
Value ($000) $267 Shares 2,020 Est. Cost $131.25 Unrealized -8.4%
MDT Medtronic plc 0.0%
Value ($000) $260 Shares 2,627 Est. Cost $67.71 Unrealized +12.7%
WU Western Union Co 0.0%
Value ($000) $259 Shares 13,600 Est. Cost $19.23 Unrealized
ABBNY ABB Ltd-Spon ADR 0.0%
Value ($000) $248 Shares 10,495 Est. Cost $23.74 Unrealized
TMO Thermo Fisher Scientific Inc 0.0%
Value ($000) $245 Shares 1,003 Est. Cost $206.03 Unrealized +9.5%
IVE iShares S&P 500 Value ETF 0.0%
Value ($000) $240 Shares 2,060 Est. Cost $109.49 Unrealized
ELV Anthem Inc 0.0%
Value ($000) $236 Shares 861 Est. Cost $213.80 Unrealized +10.2%
VUG Vanguard Growth VIPERs 0.0%
Value ($000) $232 Shares 1,439 Est. Cost $141.89 Unrealized
BNDX Vanguard Total International B 0.0%
Value ($000) $226 Shares 4,150 Est. Cost $54.73 Unrealized
SWK Stanley Black & Decker Inc 0.0%
Value ($000) $224 Shares 1,533 Est. Cost $129.57 Unrealized -11.1%
KHC The Kraft Heinz Co 0.0%
Value ($000) $222 Shares 4,030 Est. Cost $48.97 Unrealized -14.6%
CACC Credit Acceptance Corp Mich 0.0%
Value ($000) $219 Shares 500 Est. Cost $331.36 Unrealized +26.6%
HSIC Henry Schein Inc. 0.0%
Value ($000) $219 Shares 2,570 Est. Cost $57.81 Unrealized +7.7%
Adams Diversified Equity Fund 0.0%
Value ($000) $218 Shares 13,101 Est. Cost $14.77 Unrealized
TDS Telephone & Data Systems Inc. 0.0%
Value ($000) $218 Shares 7,155 Est. Cost $27.16 Unrealized +5.1%
MCK McKesson Corporation 0.0%
Value ($000) $215 Shares 1,614 Est. Cost $146.18 Unrealized -15.8%
HP Helmerich & Payne 0.0%
Value ($000) $213 Shares 3,100 Est. Cost $67.45 Unrealized -5.4%
SM SM Energy Company 0.0%
Value ($000) $213 Shares 6,760 Est. Cost $19.42 Unrealized +33.2%
GIS General Mills Inc. 0.0%
Value ($000) $210 Shares 4,896 Est. Cost $40.74 Unrealized -14.2%
BSV Vanguard Short-Term Bond ETF 0.0%
Value ($000) $207 Shares 2,653 Est. Cost $78.22 Unrealized
CTRA Cabot Oil & Gas Corporation 0.0%
Value ($000) $206 Shares 9,150 Est. Cost $18.91 Unrealized -8.8%
Glaxo Smithkline Sponsored PLC 0.0%
Value ($000) $204 Shares 5,008 Est. Cost $39.72 Unrealized
PVI Invesco VRDO Tax-Free Weekly 0.0%
Value ($000) $195 Shares 7,846 Est. Cost $24.90 Unrealized
WAFD Washington Federal Inc. 0.0%
Value ($000) $192 Shares 5,993 Est. Cost $27.70 Unrealized -4.2%
ROK Rockwell Automation Corporatio 0.0%
Value ($000) $189 Shares 1,006 Est. Cost $163.88 Unrealized -4.7%
Royal Dutch Shell PLC 0.0%
Value ($000) $183 Shares 2,580 Est. Cost $68.32 Unrealized
BAC Bank of America Corporation 0.0%
Value ($000) $181 Shares 6,154 Est. Cost $25.74 Unrealized -1.1%
FCNCA First Citizens Bancshares Inc 0.0%
Value ($000) $181 Shares 400 Est. Cost $419.26 Unrealized +2.5%
GS Goldman Sachs Group Inc. 0.0%
Value ($000) $181 Shares 806 Est. Cost $212.95 Unrealized -7.8%
IWF iShares Russell 1000 Growth ET 0.0%
Value ($000) $179 Shares 1,150 Est. Cost $136.09 Unrealized
DTE DTE Energy Company 0.0%
Value ($000) $179 Shares 1,629 Est. Cost $67.23 Unrealized +8.2%
FLS Flowserve Corp. 0.0%
Value ($000) $176 Shares 3,205 Est. Cost $36.91 Unrealized +12.3%
DHR Danaher Corp 0.0%
Value ($000) $175 Shares 1,611 Est. Cost $86.73 Unrealized +1.5%
EBF Ennis Inc. 0.0%
Value ($000) $175 Shares 8,562 Est. Cost $12.33 Unrealized +6.7%
FCB Financial Holdings Inc Cla 0.0%
Value ($000) $168 Shares 3,552 Est. Cost $51.10 Unrealized
CHKP Check Point Software Tech LTD 0.0%
Value ($000) $168 Shares 1,430 Est. Cost $102.08 Unrealized +11.3%
D Dominion Energy Inc. 0.0%
Value ($000) $167 Shares 2,376 Est. Cost $51.93 Unrealized -1.8%
ECL Ecolab 0.0%
Value ($000) $165 Shares 1,050 Est. Cost $123.54 Unrealized +10.9%
LQD iShares iBoxx $ Investment Gra 0.0%
Value ($000) $163 Shares 1,415 Est. Cost $117.39 Unrealized
CMG Chipotle Mexican Grill Inc 0.0%
Value ($000) $161 Shares 355 Est. Cost $6.52 Unrealized +46.0%
AEP American Electric Power Inc 0.0%
Value ($000) $161 Shares 2,265 Est. Cost $50.98 Unrealized +7.7%
Tekla Healthcare Investors 0.0%
Value ($000) $159 Shares 6,873 Est. Cost $21.53 Unrealized
PIPR Piper Jaffray Cos 0.0%
Value ($000) $157 Shares 2,055 Est. Cost $88.45 Unrealized -13.2%
Kellogg Co 0.0%
Value ($000) $157 Shares 2,236 Est. Cost $47.27 Unrealized +8.6%
VXUS Vanguard Total International S 0.0%
Value ($000) $156 Shares 2,866 Est. Cost $55.13 Unrealized
SHM SPDR Nuveen Barclays Short-Ter 0.0%
Value ($000) $155 Shares 3,247 Est. Cost $47.82 Unrealized
TXN Texas Instruments Inc. 0.0%
Value ($000) $154 Shares 1,435 Est. Cost $86.88 Unrealized +3.9%
IYH iShares US Healthcare 0.0%
Value ($000) $153 Shares 750 Est. Cost $193.53 Unrealized
Discovery Inc - Class C 0.0%
Value ($000) $151 Shares 5,094 Est. Cost $19.52 Unrealized
GWW Grainger WW Inc. 0.0%
Value ($000) $149 Shares 417 Est. Cost $235.02 Unrealized +32.6%
Royce Value Tr Inc. 0.0%
Value ($000) $148 Shares 9,063 Est. Cost $15.56 Unrealized
SDY SPDR S&P Dividend ETF 0.0%
Value ($000) $147 Shares 1,498 Est. Cost $91.20 Unrealized
SYF Synchrony Financial 0.0%
Value ($000) $146 Shares 4,700 Est. Cost $30.49 Unrealized -13.2%
ICF iShares Cohen & Steers REIT ET 0.0%
Value ($000) $145 Shares 1,440 Est. Cost $93.30 Unrealized
CNI Canadian National Railway 0.0%
Value ($000) $144 Shares 1,600 Est. Cost $66.69 Unrealized +14.0%
HE Hawaiian Elec Inds Inc. 0.0%
Value ($000) $142 Shares 4,000 Est. Cost $33.79 Unrealized +4.1%
Rockwell Collins Inc. 0.0%
Value ($000) $140 Shares 1,000 Est. Cost $134.85 Unrealized
YUM Yum! Brands Inc. 0.0%
Value ($000) $139 Shares 1,534 Est. Cost $71.00 Unrealized +2.7%
HBAN Huntington Bancshares Inc. 0.0%
Value ($000) $139 Shares 9,201 Est. Cost $11.01 Unrealized +0.9%
Liberty Global PLC C 0.0%
Value ($000) $138 Shares 4,896 Est. Cost $30.43 Unrealized
VBK Vanguard Small Cap Growth VIPE 0.0%
Value ($000) $137 Shares 731 Est. Cost $163.95 Unrealized
ADBE Adobe Systems Inc. 0.0%
Value ($000) $135 Shares 500 Est. Cost $203.33 Unrealized +26.8%
America Movil S.A.B DE C.V. 0.0%
Value ($000) $135 Shares 8,400 Est. Cost $19.09 Unrealized
FBIN Fortune Brands Home & Security 0.0%
Value ($000) $135 Shares 2,575 Est. Cost $48.83 Unrealized -14.1%
CTSH Cognizant Technology Solutions 0.0%
Value ($000) $133 Shares 1,725 Est. Cost $70.55 Unrealized -0.4%
TE Connectivity Ltd 0.0%
Value ($000) $132 Shares 1,500 Est. Cost $99.90 Unrealized
Templeton Dragon Fund Inc. 0.0%
Value ($000) $131 Shares 6,550 Est. Cost $22.24 Unrealized
AFG American Financial Group Inc. 0.0%
Value ($000) $130 Shares 1,173 Est. Cost $57.74 Unrealized +1.5%
FFBC First Finl Bancorp 0.0%
Value ($000) $129 Shares 4,359 Est. Cost $20.63 Unrealized +10.9%
NTR Nutrien Ltd 0.0%
Value ($000) $127 Shares 2,193 Est. Cost $38.37 Unrealized +12.3%
Vectren Corp 0.0%
Value ($000) $127 Shares 1,775 Est. Cost $63.92 Unrealized
NFLX Netflix Inc. 0.0%
Value ($000) $126 Shares 337 Est. Cost $27.36 Unrealized +32.6%
ESLT Elbit Systems LTD 0.0%
Value ($000) $126 Shares 1,000 Est. Cost $127.57 Unrealized -10.2%
TRV Travelers Cos Inc 0.0%
Value ($000) $123 Shares 949 Est. Cost $117.60 Unrealized -6.6%
ICLR Icon PLC 0.0%
Value ($000) $115 Shares 750 Est. Cost $114.70 Unrealized +25.0%
AER AerCap Holdings N.V. 0.0%
Value ($000) $115 Shares 2,000 Est. Cost $51.06 Unrealized +8.9%
Ansys Inc 0.0%
Value ($000) $114 Shares 610 Est. Cost $186.68 Unrealized
DRI Darden Restaurants Inc. 0.0%
Value ($000) $111 Shares 998 Est. Cost $76.11 Unrealized +20.7%
APH Amphenol Corp 0.0%
Value ($000) $111 Shares 1,175 Est. Cost $21.65 Unrealized 0.0%
TSM Taiwan Semiconductor Co LTD Sp 0.0%
Value ($000) $110 Shares 2,500 Est. Cost $43.76 Unrealized
WestRock Co 0.0%
Value ($000) $108 Shares 2,030 Est. Cost $62.54 Unrealized
Unilever PLC 0.0%
Value ($000) $108 Shares 1,970 Est. Cost $55.56 Unrealized
CNQ Canadian Natural Resource Ltd 0.0%
Value ($000) $107 Shares 3,255 Est. Cost $11.03 Unrealized +7.1%
TTNDY Techtronic Industries Co Ltd A 0.0%
Value ($000) $106 Shares 3,300 Est. Cost $29.57 Unrealized
Ferguson PLC ADR 0.0%
Value ($000) $105 Shares 12,357 Est. Cost $8.15 Unrealized
E ENI S.P.A 0.0%
Value ($000) $104 Shares 2,765 Est. Cost $37.66 Unrealized
QQQ Invesco QQQ Trust 0.0%
Value ($000) $101 Shares 543 Est. Cost $172.03 Unrealized
VNQ Vanguard REIT Index ETF 0.0%
Value ($000) $101 Shares 1,250 Est. Cost $75.47 Unrealized
OGE OGE Energy Corp. 0.0%
Value ($000) $97 Shares 2,674 Est. Cost $31.58 Unrealized +15.2%
SONY Sony Corp ADR 0.0%
Value ($000) $96 Shares 1,585 Est. Cost $48.34 Unrealized
SEOAY Stora Enso Oyj ADR 0.0%
Value ($000) $96 Shares 5,025 Est. Cost $18.84 Unrealized
ARKAY Arkema SA ADR 0.0%
Value ($000) $96 Shares 775 Est. Cost $131.05 Unrealized
CHD Church and Dwight Inc 0.0%
Value ($000) $95 Shares 1,592 Est. Cost $44.15 Unrealized +17.3%
RIO Rio Tinto PLC Spnsrd ADR 0.0%
Value ($000) $93 Shares 1,825 Est. Cost $53.34 Unrealized
ACSAY ACS Actividades de Construccci 0.0%
Value ($000) $93 Shares 11,000 Est. Cost $7.80 Unrealized
JAZZ Jazz Pharmaceuticals PLC 0.0%
Value ($000) $92 Shares 550 Est. Cost $146.69 Unrealized +17.2%
TECK Teck Resources Limited 0.0%
Value ($000) $90 Shares 3,750 Est. Cost $27.63 Unrealized -13.0%
VO Vanguard Mid-Cap ETF 0.0%
Value ($000) $89 Shares 542 Est. Cost $154.21 Unrealized
ALL Allstate Corp. 0.0%
Value ($000) $89 Shares 901 Est. Cost $80.71 Unrealized +1.7%
ROST Ross Stores inc 0.0%
Value ($000) $89 Shares 900 Est. Cost $85.36 Unrealized 0.0%
AVB Avalonbay Communities Inc. 0.0%
Value ($000) $89 Shares 485 Est. Cost $124.68 Unrealized +10.9%
BXMT Blackstone Mortgage Trust Inc 0.0%
Value ($000) $88 Shares 2,570 Est. Cost $32.04 Unrealized
AL Air Lease Corp Class A 0.0%
Value ($000) $87 Shares 1,900 Est. Cost $39.96 Unrealized -2.4%
SMCAY SMC Corp ADR 0.0%
Value ($000) $87 Shares 5,395 Est. Cost $20.10 Unrealized
FISV Fiserv Inc. 0.0%
Value ($000) $86 Shares 1,050 Est. Cost $78.49 Unrealized 0.0%
PHO Invesco Water Resources ETF 0.0%
Value ($000) $86 Shares 2,700 Est. Cost $30.21 Unrealized
AVNS Avanos Medical Inc 0.0%
Value ($000) $84 Shares 1,221 Est. Cost $64.35 Unrealized 0.0%
APD Air Products and Chemicals Inc 0.0%
Value ($000) $83 Shares 491 Est. Cost $135.68 Unrealized +0.2%
CRH Plc ADR 0.0%
Value ($000) $82 Shares 2,500 Est. Cost $34.45 Unrealized
SK Telecom Co Ltd ADR 0.0%
Value ($000) $82 Shares 2,950 Est. Cost $24.17 Unrealized
GNTX Gentex Corp. 0.0%
Value ($000) $82 Shares 3,800 Est. Cost $23.02 Unrealized +0.5%
JBTM John Bean Technologies Corpora 0.0%
Value ($000) $81 Shares 682 Est. Cost $111.13 Unrealized -4.7%
PSMMY Persimmon PLC ADR 0.0%
Value ($000) $81 Shares 1,300 Est. Cost $75.33 Unrealized
RGEN Repligen Corp 0.0%
Value ($000) $80 Shares 1,450 Est. Cost $35.17 Unrealized +46.6%
EFG iShares MSCI Growth 0.0%
Value ($000) $80 Shares 1,003 Est. Cost $80.37 Unrealized
Brookfield Asset Management In 0.0%
Value ($000) $80 Shares 1,800 Est. Cost $39.00 Unrealized
1741046D Steris Plc 0.0%
Value ($000) $80 Shares 700 Est. Cost $93.36 Unrealized
BIDU Baidu Inc 0.0%
Value ($000) $80 Shares 350 Est. Cost $231.41 Unrealized
SVNDY Seven & i Holdings Co Ltd ADR 0.0%
Value ($000) $79 Shares 3,560 Est. Cost $21.74 Unrealized
AWK American Water Works Co Inc 0.0%
Value ($000) $79 Shares 900 Est. Cost $70.30 Unrealized +8.9%
SMG Scotts Miracle- Gro Company 0.0%
Value ($000) $79 Shares 1,000 Est. Cost $72.13 Unrealized -16.4%
NEOG Neogen Corp 0.0%
Value ($000) $79 Shares 1,100 Est. Cost $42.62 Unrealized 0.0%
FHN First Horizon National Corp 0.0%
Value ($000) $78 Shares 4,513 Est. Cost $14.70 Unrealized -7.3%
JHG Janus Henderson Group PLC 0.0%
Value ($000) $78 Shares 2,897 Est. Cost $36.84 Unrealized -20.9%
SWKS Skyworks Solutions Inc 0.0%
Value ($000) $77 Shares 850 Est. Cost $78.84 Unrealized 0.0%
SXT Sensient Technologies Corp 0.0%
Value ($000) $77 Shares 1,000 Est. Cost $71.99 Unrealized -0.9%
DBSDY DBS Group Hldgs LTD Sponsored 0.0%
Value ($000) $76 Shares 1,000 Est. Cost $85.02 Unrealized
CUK Carnival PLC ADR 0.0%
Value ($000) $76 Shares 1,205 Est. Cost $65.50 Unrealized
IJK iShares S&P MidCap 400 Growth 0.0%
Value ($000) $76 Shares 325 Est. Cost $218.32 Unrealized
CGEMY Capgemini SE ADR 0.0%
Value ($000) $75 Shares 3,000 Est. Cost $24.93 Unrealized
XEL Xcel Energy Inc. 0.0%
Value ($000) $75 Shares 1,575 Est. Cost $36.33 Unrealized +3.7%
AXAHY AXA-UAP - Sponsored ADR 0.0%
Value ($000) $75 Shares 2,800 Est. Cost $26.36 Unrealized
WY Weyerhaeuser Co. 0.0%
Value ($000) $75 Shares 2,318 Est. Cost $25.91 Unrealized -0.0%
OTEX Open Text Corp 0.0%
Value ($000) $75 Shares 1,960 Est. Cost $31.83 Unrealized 0.0%
ASX ASE Technology Holding Co Ltd 0.0%
Value ($000) $74 Shares 15,293 Est. Cost $4.60 Unrealized
IFNNY Infineon Technologies AG ADR 0.0%
Value ($000) $74 Shares 3,250 Est. Cost $26.98 Unrealized
MGA Magna International Inc Class 0.0%
Value ($000) $74 Shares 1,405 Est. Cost $43.73 Unrealized +1.7%
BRDCY Bridgestone Corporation ADR 0.0%
Value ($000) $74 Shares 3,900 Est. Cost $22.02 Unrealized
TMRAY Tomra Systems ASA 0.0%
Value ($000) $73 Shares 3,000 Est. Cost $20.73 Unrealized
National Oilwell Varco 0.0%
Value ($000) $73 Shares 1,700 Est. Cost $36.81 Unrealized
PB Prosperity Bancshares Inc 0.0%
Value ($000) $73 Shares 1,050 Est. Cost $59.04 Unrealized -3.0%
Meridian Bioscience Inc 0.0%
Value ($000) $72 Shares 4,839 Est. Cost $14.20 Unrealized
RYAAY Ryanair Holdings PLC ADR 0.0%
Value ($000) $72 Shares 750 Est. Cost $121.89 Unrealized
BDX Becton Dickinson & Co 0.0%
Value ($000) $72 Shares 275 Est. Cost $198.32 Unrealized +11.1%
ALPMY Astellas Pharma Inc 0.0%
Value ($000) $71 Shares 4,100 Est. Cost $17.42 Unrealized
IP International Paper Company 0.0%
Value ($000) $71 Shares 1,446 Est. Cost $39.21 Unrealized -9.1%
Allianz SE ADR 0.0%
Value ($000) $71 Shares 3,200 Est. Cost $22.69 Unrealized
Suntrust Banks Inc. 0.0%
Value ($000) $70 Shares 1,053 Est. Cost $68.02 Unrealized
NUE Nucor Corp 0.0%
Value ($000) $70 Shares 1,101 Est. Cost $55.79 Unrealized -2.1%
ADUS Addus HomeCare Corp 0.0%
Value ($000) $70 Shares 1,000 Est. Cost $54.63 Unrealized +18.5%
VBR Vanguard Small Cap Value VIPER 0.0%
Value ($000) $70 Shares 500 Est. Cost $130.13 Unrealized
KPCPY Kasikornbank Public Company Lt 0.0%
Value ($000) $70 Shares 2,600 Est. Cost $27.64 Unrealized
SCRYY SCOR SE ADR 0.0%
Value ($000) $68 Shares 15,000 Est. Cost $4.09 Unrealized
FMS Fresenius Medical Care AG & Co 0.0%
Value ($000) $68 Shares 1,325 Est. Cost $51.42 Unrealized
CLX Clorox Co. 0.0%
Value ($000) $68 Shares 452 Est. Cost $106.77 Unrealized +7.4%
CMI Cummins Inc 0.0%
Value ($000) $68 Shares 463 Est. Cost $139.76 Unrealized -16.9%
IJS iShares S&P Small Cap 600 Valu 0.0%
Value ($000) $67 Shares 400 Est. Cost $150.84 Unrealized
GIL Gildan Activewear Inc 0.0%
Value ($000) $67 Shares 2,200 Est. Cost $25.75 Unrealized 0.0%
BAP Credicorp LTD ADR 0.0%
Value ($000) $67 Shares 300 Est. Cost $187.77 Unrealized -1.6%
SUI Sun Communities Inc. 0.0%
Value ($000) $66 Shares 650 Est. Cost $92.08 Unrealized
Convergys Corp 0.0%
Value ($000) $66 Shares 2,779 Est. Cost $22.72 Unrealized
Nuveen Dividend Advantage Muni 0.0%
Value ($000) $66 Shares 4,502 Est. Cost $14.58 Unrealized
ADM Archer-Daniels-Midland Co. 0.0%
Value ($000) $65 Shares 1,300 Est. Cost $33.35 Unrealized +18.3%
UOVEY United Overseas Bank LTD 0.0%
Value ($000) $65 Shares 1,650 Est. Cost $41.99 Unrealized
Dish Network Corporation 0.0%
Value ($000) $65 Shares 1,820 Est. Cost $37.89 Unrealized
ST Sensata Technologies Holding P 0.0%
Value ($000) $65 Shares 1,310 Est. Cost $52.36 Unrealized 0.0%
IX Orix Corporation 0.0%
Value ($000) $65 Shares 800 Est. Cost $89.86 Unrealized
LCNB LCNB Corp 0.0%
Value ($000) $63 Shares 3,400 Est. Cost $13.40 Unrealized -1.4%
PacWest Bancorp 0.0%
Value ($000) $63 Shares 1,330 Est. Cost $49.53 Unrealized
MU Micron Technology Inc 0.0%
Value ($000) $63 Shares 1,400 Est. Cost $47.42 Unrealized +3.8%
AZN Astrazena PLC -Spons ADR 0.0%
Value ($000) $63 Shares 1,600 Est. Cost $39.57 Unrealized
HOMB Home BancShares Inc 0.0%
Value ($000) $62 Shares 2,845 Est. Cost $23.96 Unrealized -3.0%
Apergy Corp 0.0%
Value ($000) $62 Shares 1,425 Est. Cost $41.97 Unrealized
ET Energy Transfer Equity LP 0.0%
Value ($000) $62 Shares 3,548 Est. Cost $17.43 Unrealized
Micro Focus International PLC 0.0%
Value ($000) $62 Shares 3,328 Est. Cost $14.04 Unrealized
MIELY Mitsubishi Electric Corp ADR 0.0%
Value ($000) $61 Shares 2,230 Est. Cost $32.41 Unrealized
Templeton Emerg Mkts Income 0.0%
Value ($000) $60 Shares 6,039 Est. Cost $11.56 Unrealized
RNLSY Renault SA ADR 0.0%
Value ($000) $60 Shares 3,475 Est. Cost $24.42 Unrealized
Federal Realty Investment Trus 0.0%
Value ($000) $57 Shares 450 Est. Cost $117.11 Unrealized
ASGN ASGN Inc 0.0%
Value ($000) $57 Shares 725 Est. Cost $86.37 Unrealized 0.0%
Dun & Bradstreet Corp. 0.0%
Value ($000) $57 Shares 401 Est. Cost $118.59 Unrealized
WHGLY WH Group LTD ADR 0.0%
Value ($000) $57 Shares 4,000 Est. Cost $21.39 Unrealized
INGR Ingredion Inc 0.0%
Value ($000) $56 Shares 535 Est. Cost $102.11 Unrealized 0.0%
ATO Atmos Energy Corporation 0.0%
Value ($000) $56 Shares 600 Est. Cost $67.40 Unrealized +14.6%
GGG Graco Incorporated 0.0%
Value ($000) $56 Shares 1,200 Est. Cost $42.42 Unrealized 0.0%
Aaron's Inc 0.0%
Value ($000) $56 Shares 1,020 Est. Cost $54.49 Unrealized
Citrix Systems Inc. 0.0%
Value ($000) $56 Shares 500 Est. Cost $92.80 Unrealized
BABA Alibaba Group Holdings ADR 0.0%
Value ($000) $54 Shares 330 Est. Cost $183.54 Unrealized
Banco Santander SA 0.0%
Value ($000) $54 Shares 7,000 Est. Cost $7.17 Unrealized
SPG Simon Property Group Inc 0.0%
Value ($000) $54 Shares 307 Est. Cost $103.84 Unrealized +14.0%
THO Thor Industries Inc 0.0%
Value ($000) $54 Shares 645 Est. Cost $81.56 Unrealized 0.0%
GVI iShares Barclays Int Govt/Cred 0.0%
Value ($000) $54 Shares 500 Est. Cost $108.28 Unrealized
MSTR Microstrategy Inc 0.0%
Value ($000) $53 Shares 380 Est. Cost $13.46 Unrealized +4.4%
BKLN Invesco Senior Loan ETF 0.0%
Value ($000) $53 Shares 2,300 Est. Cost $22.90 Unrealized
EFV iShares MSCI EAFE Value ETF 0.0%
Value ($000) $53 Shares 1,019 Est. Cost $54.55 Unrealized
Stars Group Inc 0.0%
Value ($000) $52 Shares 2,100 Est. Cost $36.30 Unrealized
IWV iShares Russell 3000 ETF 0.0%
Value ($000) $52 Shares 300 Est. Cost $156.34 Unrealized
HIG Hartford Financial Services Gr 0.0%
Value ($000) $52 Shares 1,025 Est. Cost $43.54 Unrealized 0.0%
XLI Industrial Select Sector SPDR 0.0%
Value ($000) $51 Shares 655 Est. Cost $74.29 Unrealized
SNA Snap On Inc 0.0%
Value ($000) $50 Shares 275 Est. Cost $144.01 Unrealized 0.0%
EMB iShares JPMorgan USD Emerg Mar 0.0%
Value ($000) $50 Shares 466 Est. Cost $112.82 Unrealized
RPM RPM Inc. - Ohio 0.0%
Value ($000) $50 Shares 770 Est. Cost $50.15 Unrealized +28.4%
AKZO Nobel NV Spons ADR 0.0%
Value ($000) $50 Shares 1,599 Est. Cost $31.60 Unrealized
HAS Hasbro Inc. 0.0%
Value ($000) $50 Shares 475 Est. Cost $76.61 Unrealized 0.0%
VLEEY Valeo SA ADR 0.0%
Value ($000) $50 Shares 2,300 Est. Cost $33.16 Unrealized
RY Royal Bk Canada 0.0%
Value ($000) $48 Shares 600 Est. Cost $81.18 Unrealized -3.4%
WIP SPDR Series Tr ETF 0.0%
Value ($000) $48 Shares 907 Est. Cost $52.62 Unrealized
Templeton Global Income Fund 0.0%
Value ($000) $47 Shares 7,700 Est. Cost $6.39 Unrealized
Dynex Capital Inc 0.0%
Value ($000) $47 Shares 7,375 Est. Cost $6.63 Unrealized
PHG Koninklijke Philips N.V. 0.0%
Value ($000) $47 Shares 1,026 Est. Cost $38.31 Unrealized
Cimarex Energy Co 0.0%
Value ($000) $46 Shares 499 Est. Cost $95.78 Unrealized
MLKN Miller Herman Inc. 0.0%
Value ($000) $46 Shares 1,200 Est. Cost $30.93 Unrealized +1.2%
NTTYY Nippon Telegraph & Telephone C 0.0%
Value ($000) $45 Shares 1,000 Est. Cost $46.55 Unrealized
M Macys Inc 0.0%
Value ($000) $45 Shares 1,281 Est. Cost $27.96 Unrealized +33.1%
SNY Sanofi ADR 0.0%
Value ($000) $45 Shares 1,000 Est. Cost $40.08 Unrealized
MKTX MarketAxess Holdings Inc 0.0%
Value ($000) $45 Shares 250 Est. Cost $192.09 Unrealized -7.1%
PKG Packaging Corp of America 0.0%
Value ($000) $44 Shares 400 Est. Cost $95.04 Unrealized -5.4%
FBT First Trust NYSE Arca Biotechn 0.0%
Value ($000) $44 Shares 275 Est. Cost $158.49 Unrealized
Apache Corp 0.0%
Value ($000) $42 Shares 890 Est. Cost $38.48 Unrealized
PJP Invesco Dynamic Pharmaceutical 0.0%
Value ($000) $42 Shares 574 Est. Cost $67.21 Unrealized
Anixter International Inc. 0.0%
Value ($000) $42 Shares 600 Est. Cost $75.75 Unrealized
Welbilt Inc 0.0%
Value ($000) $42 Shares 2,000 Est. Cost $19.45 Unrealized
NWL Newell Brands Inc. 0.0%
Value ($000) $42 Shares 2,050 Est. Cost $19.61 Unrealized -15.4%
HUBB Hubbell Inc 0.0%
Value ($000) $41 Shares 309 Est. Cost $111.96 Unrealized -5.5%
KDDIY KDDI Corp ADR 0.0%
Value ($000) $41 Shares 3,000 Est. Cost $12.80 Unrealized
MDU M D U Resources Group Inc. 0.0%
Value ($000) $41 Shares 1,581 Est. Cost $8.03 Unrealized +6.9%
Ingersoll-Rand PLC Shs 0.0%
Value ($000) $41 Shares 400 Est. Cost $93.91 Unrealized
AEE Ameren Corp. 0.0%
Value ($000) $41 Shares 644 Est. Cost $44.14 Unrealized +15.7%
PLD Prologis Trust Sh Ben 0.0%
Value ($000) $41 Shares 600 Est. Cost $49.87 Unrealized +7.3%
EXC Exelon Corp 0.0%
Value ($000) $40 Shares 920 Est. Cost $20.88 Unrealized +14.0%
KMX CarMax Inc 0.0%
Value ($000) $39 Shares 525 Est. Cost $66.77 Unrealized +14.2%
DAL Delta Air Lines Inc 0.0%
Value ($000) $39 Shares 677 Est. Cost $49.40 Unrealized +4.0%
FXO First Trust Financials AlphaDE 0.0%
Value ($000) $39 Shares 1,210 Est. Cost $31.04 Unrealized
XMVFX Blackrock Munivest Fund 0.0%
Value ($000) $38 Shares 4,303 Est. Cost $8.90 Unrealized
EQR Equity Residential 0.0%
Value ($000) $37 Shares 556 Est. Cost $44.25 Unrealized +13.4%
Celgene Corp 0.0%
Value ($000) $37 Shares 410 Est. Cost $89.21 Unrealized
YieldShares High Income ETF 0.0%
Value ($000) $37 Shares 2,000 Est. Cost $18.39 Unrealized
XNTK SPDR NYSE Technology ETF 0.0%
Value ($000) $36 Shares 385 Est. Cost $88.93 Unrealized
American Finance Trust Inc 0.0%
Value ($000) $36 Shares 2,380 Est. Cost $15.26 Unrealized
YY Inc ADR 0.0%
Value ($000) $35 Shares 470 Est. Cost $100.47 Unrealized
Blackrock Muniyield Quality Fd 0.0%
Value ($000) $35 Shares 2,887 Est. Cost $12.70 Unrealized
AMAT Applied Materials Inc. 0.0%
Value ($000) $35 Shares 903 Est. Cost $50.88 Unrealized -20.0%
SF Stifel Financial Corp 0.0%
Value ($000) $35 Shares 677 Est. Cost $37.80 Unrealized -14.7%
TXRH Texas Roadhouse Inc 0.0%
Value ($000) $35 Shares 500 Est. Cost $50.51 Unrealized +19.1%
GATX Gatx Corp. 0.0%
Value ($000) $35 Shares 399 Est. Cost $57.96 Unrealized +22.6%
Carter Validus Mission Critica 0.0%
Value ($000) $34 Shares 5,500 Est. Cost $6.26 Unrealized
WING Wingstop Inc 0.0%
Value ($000) $34 Shares 500 Est. Cost $45.92 Unrealized +30.9%
O Realty Income Corp 0.0%
Value ($000) $34 Shares 591 Est. Cost $34.18 Unrealized +13.1%
MS Morgan Stanley 0.0%
Value ($000) $34 Shares 724 Est. Cost $43.68 Unrealized -10.9%
DEM Wisdomtree Emerging Mkt High Y 0.0%
Value ($000) $33 Shares 750 Est. Cost $47.82 Unrealized
MOS Mosaic Co 0.0%
Value ($000) $32 Shares 1,000 Est. Cost $23.14 Unrealized +14.7%
ED Consolidated Edison Inc. 0.0%
Value ($000) $32 Shares 425 Est. Cost $58.47 Unrealized +3.3%
EWJ iShares MSCI Japan ETF 0.0%
Value ($000) $32 Shares 537 Est. Cost $60.68 Unrealized
MPC Marathon Petroleum Corp 0.0%
Value ($000) $32 Shares 400 Est. Cost $55.42 Unrealized +12.8%
WELL Welltower Inc 0.0%
Value ($000) $31 Shares 483 Est. Cost $42.96 Unrealized +18.1%
FUL H B Fuller Co 0.0%
Value ($000) $31 Shares 600 Est. Cost $46.76 Unrealized +9.7%
AMD Advanced Micro Devices Inc 0.0%
Value ($000) $31 Shares 1,000 Est. Cost $11.86 Unrealized +90.3%
Nuveen Preferred & Income Secu 0.0%
Value ($000) $31 Shares 3,458 Est. Cost $9.84 Unrealized
DDS Dillards Inc 0.0%
Value ($000) $31 Shares 400 Est. Cost $61.22 Unrealized 0.0%
Invesco Municipal Trust 0.0%
Value ($000) $30 Shares 2,642 Est. Cost $11.69 Unrealized
HYG iShares iBoxx High Yield Corp 0.0%
Value ($000) $30 Shares 350 Est. Cost $86.04 Unrealized
SPIB SPDR Portfolio Intermediate Te 0.0%
Value ($000) $30 Shares 900 Est. Cost $33.54 Unrealized
STT State Street Corp 0.0%
Value ($000) $30 Shares 355 Est. Cost $81.93 Unrealized -15.4%
YUMC Yum China Holdings Inc 0.0%
Value ($000) $30 Shares 851 Est. Cost $43.00 Unrealized -17.1%
Morgan Stanley Emerging Mkts F 0.0%
Value ($000) $30 Shares 1,900 Est. Cost $18.43 Unrealized
QDF FlexShares Quality Dividend 0.0%
Value ($000) $29 Shares 615 Est. Cost $43.73 Unrealized
Colfax Corp 0.0%
Value ($000) $29 Shares 800 Est. Cost $36.06 Unrealized
CRM Salesforce Com 0.0%
Value ($000) $29 Shares 180 Est. Cost $113.46 Unrealized +29.2%
VYX NCR Corp. 0.0%
Value ($000) $28 Shares 1,000 Est. Cost $21.07 Unrealized -15.5%
AFL AFLAC Incorporated 0.0%
Value ($000) $28 Shares 600 Est. Cost $36.79 Unrealized +4.6%
Western Asset Global High Inc 0.0%
Value ($000) $27 Shares 2,982 Est. Cost $9.47 Unrealized
TSCO Tractor Supply Co 0.0%
Value ($000) $27 Shares 300 Est. Cost $12.33 Unrealized +20.5%
CAG Conagra Inc. 0.0%
Value ($000) $27 Shares 800 Est. Cost $27.24 Unrealized +0.3%
VGK Vanguard FTSE Europe ETF 0.0%
Value ($000) $27 Shares 475 Est. Cost $58.15 Unrealized
Perspecta Inc 0.0%
Value ($000) $27 Shares 1,040 Est. Cost $20.62 Unrealized
BR Broadridge Financial Solutions 0.0%
Value ($000) $26 Shares 200 Est. Cost $96.56 Unrealized +15.8%
TDC Teradata Corp 0.0%
Value ($000) $26 Shares 700 Est. Cost $39.39 Unrealized +2.4%
Pimco High Income Fund 0.0%
Value ($000) $26 Shares 3,129 Est. Cost $7.58 Unrealized
Newfield Expl Co Com 0.0%
Value ($000) $26 Shares 900 Est. Cost $30.25 Unrealized
RSP Invesco S&P 500 Equal Weight E 0.0%
Value ($000) $26 Shares 240 Est. Cost $101.89 Unrealized
FTI TechnipFMC plc 0.0%
Value ($000) $25 Shares 800 Est. Cost $21.36 Unrealized -1.1%
Level One Bancorp Inc 0.0%
Value ($000) $25 Shares 894 Est. Cost $27.20 Unrealized
ESS Essex Property Trust 0.0%
Value ($000) $25 Shares 99 Est. Cost $175.97 Unrealized +6.2%
PAG Penske Automotive Group 0.0%
Value ($000) $24 Shares 500 Est. Cost $50.84 Unrealized 0.0%
MUNI PIMCO Intermediate Municipal B 0.0%
Value ($000) $24 Shares 450 Est. Cost $52.79 Unrealized
VTR Ventas Inc 0.0%
Value ($000) $23 Shares 423 Est. Cost $37.44 Unrealized +13.7%
GPDNF Groupe Danone 0.0%
Value ($000) $23 Shares 300 Est. Cost $81.90 Unrealized -6.4%
BHF Brighthouse Financial Inc. 0.0%
Value ($000) $23 Shares 522 Est. Cost $57.75 Unrealized -27.1%
PSA Public Storage 0.0%
Value ($000) $23 Shares 114 Est. Cost $156.84 Unrealized +1.4%
ZTS Zoetis Inc Cl A 0.0%
Value ($000) $23 Shares 250 Est. Cost $83.66 Unrealized 0.0%
Andeavor 0.0%
Value ($000) $23 Shares 149 Est. Cost $100.56 Unrealized
C Citigroup Inc. 0.0%
Value ($000) $23 Shares 317 Est. Cost $57.64 Unrealized -5.0%
XBKNX Blackrock Quality Municipal Tr 0.0%
Value ($000) $23 Shares 1,700 Est. Cost $13.79 Unrealized
TSLA Tesla Motors Inc Com 0.0%
Value ($000) $23 Shares 85 Est. Cost $22.00 Unrealized -5.3%
Western Asset Emerg Mkts Debt 0.0%
Value ($000) $22 Shares 1,654 Est. Cost $14.63 Unrealized
CyrusOne Inc 0.0%
Value ($000) $22 Shares 350 Est. Cost $51.67 Unrealized
Vaneck Vectors AMT-Free Inter 0.0%
Value ($000) $22 Shares 954 Est. Cost $23.43 Unrealized
FXI iShares FTSE China Large-Cap E 0.0%
Value ($000) $22 Shares 519 Est. Cost $42.82 Unrealized
XLF Financial Select Sector SPDR 0.0%
Value ($000) $22 Shares 800 Est. Cost $27.57 Unrealized
SIEGY Siemens A G ADR 0.0%
Value ($000) $21 Shares 332 Est. Cost $63.66 Unrealized
TXNM PNM Resources Inc 0.0%
Value ($000) $21 Shares 538 Est. Cost $39.18 Unrealized 0.0%
TELFY Telefonica SA Spons ADR 0.0%
Value ($000) $21 Shares 2,641 Est. Cost $9.42 Unrealized
TREE LendingTree Inc 0.0%
Value ($000) $20 Shares 88 Est. Cost $328.15 Unrealized
MGM MGM Resorts International 0.0%
Value ($000) $20 Shares 725 Est. Cost $33.68 Unrealized -16.8%
F Ford Motor Co. 0.0%
Value ($000) $20 Shares 2,178 Est. Cost $7.48 Unrealized -8.5%
CVE Cenovus Energy Inc 0.0%
Value ($000) $20 Shares 2,000 Est. Cost $7.61 Unrealized +11.7%
KN Knowles Corp 0.0%
Value ($000) $20 Shares 1,175 Est. Cost $14.57 Unrealized +15.5%
VLO Valero Energy Corp New 0.0%
Value ($000) $19 Shares 167 Est. Cost $72.73 Unrealized +15.8%
WSM Williams Sonoma Inc. 0.0%
Value ($000) $19 Shares 289 Est. Cost $22.14 Unrealized +21.9%
First Trust MLP & Energy Inc F 0.0%
Value ($000) $18 Shares 1,462 Est. Cost $12.25 Unrealized
High Income Securities Fund 0.0%
Value ($000) $18 Shares 1,939 Est. Cost $9.37 Unrealized
CODI Compass Diversified Holdings 0.0%
Value ($000) $18 Shares 1,000 Est. Cost $10.41 Unrealized +10.2%
WMB Williams Companies Inc. 0.0%
Value ($000) $18 Shares 666 Est. Cost $19.06 Unrealized +0.9%
International Speedway Corpora 0.0%
Value ($000) $18 Shares 400 Est. Cost $45.00 Unrealized
TV Grupo Televisa, S.A. GDS 0.0%
Value ($000) $18 Shares 1,000 Est. Cost $15.96 Unrealized
AMP Ameriprise Financial Incorpora 0.0%
Value ($000) $18 Shares 120 Est. Cost $139.94 Unrealized -11.1%
WH Wyndham Hotels & Resorts Inc 0.0%
Value ($000) $18 Shares 317 Est. Cost $60.97 Unrealized -6.1%
IYE iShares US Energy 0.0%
Value ($000) $18 Shares 415 Est. Cost $36.97 Unrealized
TROW T Rowe Price Group Inc. 0.0%
Value ($000) $17 Shares 160 Est. Cost $82.41 Unrealized +5.2%
Nuveen AMT-Free QLTY Municipal 0.0%
Value ($000) $17 Shares 1,351 Est. Cost $13.06 Unrealized
BEN Franklin Resources Inc 0.0%
Value ($000) $17 Shares 555 Est. Cost $26.18 Unrealized -12.9%
Tenneco Inc 0.0%
Value ($000) $17 Shares 400 Est. Cost $54.87 Unrealized
AA Alcoa Corp 0.0%
Value ($000) $17 Shares 415 Est. Cost $47.30 Unrealized -12.2%
HUN Huntsman Corp 0.0%
Value ($000) $16 Shares 600 Est. Cost $32.73 Unrealized -6.9%
REGN Regeneron Pharmaceuticals Inc 0.0%
Value ($000) $16 Shares 40 Est. Cost $345.90 Unrealized +9.4%
Aqua America Inc 0.0%
Value ($000) $16 Shares 437 Est. Cost $34.06 Unrealized
IDCC InterDigital Inc 0.0%
Value ($000) $16 Shares 200 Est. Cost $76.57 Unrealized +7.0%
GM General Motors 0.0%
Value ($000) $16 Shares 471 Est. Cost $35.11 Unrealized -5.8%
Nuveen Dividend Advantage Muni 0.0%
Value ($000) $16 Shares 1,089 Est. Cost $14.21 Unrealized
XMVTX Blackrock Munivest Fund II 0.0%
Value ($000) $16 Shares 1,167 Est. Cost $14.41 Unrealized
BASFY BASF SE Sponsored ADR 0.0%
Value ($000) $16 Shares 700 Est. Cost $25.39 Unrealized
BHP BHP Billiton Ltd 0.0%
Value ($000) $15 Shares 310 Est. Cost $44.43 Unrealized
UNM Unum Group 0.0%
Value ($000) $15 Shares 392 Est. Cost $52.25 Unrealized -28.6%
FIW First Trust ISE Water 0.0%
Value ($000) $15 Shares 300 Est. Cost $47.75 Unrealized
CAT Caterpillar Inc. 0.0%
Value ($000) $15 Shares 100 Est. Cost $133.07 Unrealized -9.4%
Duke Realty Corporation 0.0%
Value ($000) $15 Shares 522 Est. Cost $26.48 Unrealized
Nanoviricides Inc 0.0%
Value ($000) $15 Shares 40,714 Est. Cost $0.82 Unrealized
XIFR NextEra Energy Partners, LP 0.0%
Value ($000) $15 Shares 300 Est. Cost $40.48 Unrealized +17.3%
KAOOY Kao Corp Unsponsered ADR 0.0%
Value ($000) $15 Shares 900 Est. Cost $16.13 Unrealized
DON WisdomTree MidCap Dividend 0.0%
Value ($000) $14 Shares 393 Est. Cost $34.12 Unrealized
ALPS Alerian MLP ETF 0.0%
Value ($000) $14 Shares 1,355 Est. Cost $9.37 Unrealized
PAYX Paychex Inc. 0.0%
Value ($000) $14 Shares 195 Est. Cost $52.37 Unrealized +10.6%
AKR Acadia Realty Trust 0.0%
Value ($000) $14 Shares 490 Est. Cost $24.87 Unrealized
VREX Varex Imaging Corp 0.0%
Value ($000) $14 Shares 480 Est. Cost $38.13 Unrealized -13.7%
Wyndham Destinations Inc 0.0%
Value ($000) $14 Shares 317 Est. Cost $114.43 Unrealized
CKHUY CK Hutchinson Holdings LTD ADR 0.0%
Value ($000) $13 Shares 1,166 Est. Cost $11.99 Unrealized
Zivo Bioscience Inc 0.0%
Value ($000) $13 Shares 80,000 Est. Cost $0.10 Unrealized
Nuveen PA Invt Qty 0.0%
Value ($000) $12 Shares 1,000 Est. Cost $12.57 Unrealized
BlackRock Credit Allocation In 0.0%
Value ($000) $12 Shares 1,019 Est. Cost $12.67 Unrealized
FTV Fortive Corporation 0.0%
Value ($000) $12 Shares 147 Est. Cost $49.74 Unrealized 0.0%
LNT Alliant Energy Corporation 0.0%
Value ($000) $12 Shares 286 Est. Cost $30.84 Unrealized +10.6%
TEVA Teva Pharmaceutical-SP ADR 0.0%
Value ($000) $12 Shares 565 Est. Cost $23.49 Unrealized
Streamline Health Solutions In 0.0%
Value ($000) $12 Shares 10,200 Est. Cost $1.48 Unrealized
WHR Whirlpool Corp 0.0%
Value ($000) $12 Shares 101 Est. Cost $167.03 Unrealized -20.6%
PPL PPL Corporation 0.0%
Value ($000) $12 Shares 400 Est. Cost $20.88 Unrealized +1.2%
BP BP P.L.C Sponsored ADR 0.0%
Value ($000) $12 Shares 250 Est. Cost $40.54 Unrealized
Southern National Bancorp of V 0.0%
Value ($000) $11 Shares 692 Est. Cost $15.84 Unrealized
HSBC HSBC Holdings PLC Sponsored AD 0.0%
Value ($000) $11 Shares 254 Est. Cost $48.72 Unrealized
SLM SLM Corp (New) 0.0%
Value ($000) $11 Shares 1,000 Est. Cost $11.39 Unrealized +1.6%
ILF iShares S&P Latin Amer 40 Inde 0.0%
Value ($000) $11 Shares 355 Est. Cost $31.39 Unrealized
NBTB NBT Bancorp Inc 0.0%
Value ($000) $11 Shares 288 Est. Cost $36.65 Unrealized +8.7%
InvenTrust Properties Corp REI 0.0%
Value ($000) $11 Shares 3,424 Est. Cost $3.29 Unrealized
RRC Range Resources Corp 0.0%
Value ($000) $10 Shares 600 Est. Cost $14.95 Unrealized +7.4%
PRU Prudential Financial Inc 0.0%
Value ($000) $10 Shares 100 Est. Cost $73.91 Unrealized -7.1%
KWR Quaker Chemical Corp 0.0%
Value ($000) $10 Shares 49 Est. Cost $151.55 Unrealized +15.3%
WAT Waters Corp. 0.0%
Value ($000) $10 Shares 50 Est. Cost $193.64 Unrealized 0.0%
EMN Eastman Chemical Co 0.0%
Value ($000) $10 Shares 100 Est. Cost $77.04 Unrealized -0.9%
THG Hanover Insurance Group Inc 0.0%
Value ($000) $10 Shares 78 Est. Cost $88.48 Unrealized +10.8%
SAM Boston Beer Co Inc Cl A 0.0%
Value ($000) $9 Shares 33 Est. Cost $183.93 Unrealized +63.2%
LUV Southwest Airlines Co. 0.0%
Value ($000) $9 Shares 150 Est. Cost $54.35 Unrealized -2.0%
XPHTX Pioneer High Income Tr 0.0%
Value ($000) $9 Shares 1,000 Est. Cost $9.39 Unrealized
LKQ LKQ Corp 0.0%
Value ($000) $9 Shares 290 Est. Cost $29.84 Unrealized 0.0%
LGND Ligand Pharmaceuticals Inc 0.0%
Value ($000) $9 Shares 33 Est. Cost $98.89 Unrealized +52.4%
RVTY Perkinelmer Inc Com 0.0%
Value ($000) $9 Shares 93 Est. Cost $75.69 Unrealized +11.4%
BIIB Biogen Inc 0.0%
Value ($000) $9 Shares 25 Est. Cost $310.41 Unrealized +10.9%
CMF iShares California AMT-Free Mu 0.0%
Value ($000) $9 Shares 150 Est. Cost $58.37 Unrealized
ILCB iShares Morningstar Large-Cap 0.0%
Value ($000) $8 Shares 50 Est. Cost $153.32 Unrealized
VOD Vodafone Group PLC New 0.0%
Value ($000) $8 Shares 377 Est. Cost $27.77 Unrealized
Hanesbrands Inc 0.0%
Value ($000) $8 Shares 434 Est. Cost $18.42 Unrealized
Nuveen Dividend Advantage Muni 0.0%
Value ($000) $8 Shares 600 Est. Cost $13.20 Unrealized
Enbridge Energy Partners LP 0.0%
Value ($000) $8 Shares 700 Est. Cost $9.64 Unrealized
LogMeIn Inc 0.0%
Value ($000) $8 Shares 85 Est. Cost $115.55 Unrealized
ACM Aecom 0.0%
Value ($000) $7 Shares 226 Est. Cost $35.51 Unrealized -10.7%
Western Asset Infl Linked Opps 0.0%
Value ($000) $7 Shares 656 Est. Cost $11.32 Unrealized
Alexion Pharmaceuticals Inc 0.0%
Value ($000) $7 Shares 50 Est. Cost $111.46 Unrealized
AEM Agnico Eagle Mines Ltd 0.0%
Value ($000) $7 Shares 200 Est. Cost $33.29 Unrealized 0.0%
EZM WisdomTree US MidCap Earnings 0.0%
Value ($000) $7 Shares 165 Est. Cost $38.68 Unrealized
LYB LyondellBasell Industries NV 0.0%
Value ($000) $7 Shares 66 Est. Cost $68.99 Unrealized -0.4%
Cincinnati Bell Inc. 0.0%
Value ($000) $7 Shares 421 Est. Cost $13.85 Unrealized
MUR Murphy Oil Corp 0.0%
Value ($000) $7 Shares 200 Est. Cost $21.71 Unrealized +11.8%
MTZ MasTec Inc 0.0%
Value ($000) $6 Shares 145 Est. Cost $46.29 Unrealized 0.0%
CCL Carnival Corp 0.0%
Value ($000) $6 Shares 100 Est. Cost $60.70 Unrealized -6.3%
Dell Technologies Inc V 0.0%
Value ($000) $6 Shares 65 Est. Cost $73.21 Unrealized
DVY iShares DJ Select Dividend ETF 0.0%
Value ($000) $6 Shares 60 Est. Cost $95.12 Unrealized
Nordstrom Inc. 0.0%
Value ($000) $6 Shares 100 Est. Cost $48.41 Unrealized
ASIX Advansix Inc 0.0%
Value ($000) $6 Shares 175 Est. Cost $36.01 Unrealized -8.9%
Advent Claymore Convtbl Secs & 0.0%
Value ($000) $6 Shares 375 Est. Cost $15.08 Unrealized
AGZ iShares Barclays Agency Bond E 0.0%
Value ($000) $6 Shares 50 Est. Cost $112.04 Unrealized
WisdomTree Total Earnings 0.0%
Value ($000) $6 Shares 165 Est. Cost $31.14 Unrealized
HAL Halliburton Co. 0.0%
Value ($000) $5 Shares 133 Est. Cost $42.09 Unrealized -15.5%
NEM Newmont Mining Corp Holding Co 0.0%
Value ($000) $5 Shares 171 Est. Cost $31.31 Unrealized -13.5%
IYW iShares Dow Jones US Technolog 0.0%
Value ($000) $5 Shares 26 Est. Cost $169.54 Unrealized
IHE iShares Dow Jones US Pharmaceu 0.0%
Value ($000) $5 Shares 30 Est. Cost $147.53 Unrealized
VPL Vanguard FTSE Pacific ETF 0.0%
Value ($000) $5 Shares 69 Est. Cost $72.60 Unrealized
MTD Mettler Toledo International 0.0%
Value ($000) $5 Shares 8 Est. Cost $628.64 Unrealized -6.4%
INRE Inland Real Estate Income Trus 0.0%
Value ($000) $5 Shares 245 Est. Cost $19.63 Unrealized
LMPMY Lee & Man Paper Mfg LTD ADR 0.0%
Value ($000) $5 Shares 500 Est. Cost $10.47 Unrealized
BH Biglari Holdings Inc Class B 0.0%
Value ($000) $5 Shares 25 Est. Cost $226.63 Unrealized -15.5%
MFS Charter Income Trust 0.0%
Value ($000) $4 Shares 575 Est. Cost $8.12 Unrealized
MUSA Murphy USA Inc 0.0%
Value ($000) $4 Shares 50 Est. Cost $75.89 Unrealized +5.7%
SCHH Schwab US REIT ETF 0.0%
Value ($000) $4 Shares 100 Est. Cost $39.34 Unrealized
Proshares Ultrashort S&P 500 0.0%
Value ($000) $4 Shares 125 Est. Cost $38.22 Unrealized
Zynga Inc Class A 0.0%
Value ($000) $4 Shares 1,029 Est. Cost $3.66 Unrealized
Allergan PLC 0.0%
Value ($000) $4 Shares 21 Est. Cost $168.29 Unrealized
QCLN First TR Clean Energy Green 0.0%
Value ($000) $4 Shares 200 Est. Cost $19.52 Unrealized
EWH iShares MSCI Hong Kong ETF 0.0%
Value ($000) $4 Shares 150 Est. Cost $25.31 Unrealized
VNM Vaneck Vectors Vietnam ETF 0.0%
Value ($000) $3 Shares 200 Est. Cost $19.56 Unrealized
LIT Global X Lithium ETF 0.0%
Value ($000) $3 Shares 100 Est. Cost $32.52 Unrealized
MFS Intermediate Income Tr 0.0%
Value ($000) $3 Shares 725 Est. Cost $3.93 Unrealized
Calamos Convertible & High Inc 0.0%
Value ($000) $3 Shares 203 Est. Cost $11.75 Unrealized
BBVA Banco Bilbao Vizcaya Argentina 0.0%
Value ($000) $3 Shares 426 Est. Cost $7.90 Unrealized
DNOW NOW Inc 0.0%
Value ($000) $2 Shares 150 Est. Cost $10.91 Unrealized +45.4%
Eaton Vance Tax-Managed Buy-Wr 0.0%
Value ($000) $2 Shares 150 Est. Cost $14.89 Unrealized
CC The Chemours Co 0.0%
Value ($000) $2 Shares 60 Est. Cost $36.72 Unrealized -11.8%
UNFI United Natural Foods Inc 0.0%
Value ($000) $2 Shares 77 Est. Cost $45.23 Unrealized -20.0%
ICLN iShares Global Clean Energy ET 0.0%
Value ($000) $2 Shares 255 Est. Cost $9.50 Unrealized
Swiss Helvetia Fd Inc Com 0.0%
Value ($000) $2 Shares 210 Est. Cost $12.25 Unrealized
Novation Companies Inc 0.0%
Value ($000) $2 Shares 83,432 Est. Cost $0.04 Unrealized
BH/A Biglari Holdings Inc Class A 0.0%
Value ($000) $2 Shares 2 Est. Cost $994.08 Unrealized -3.8%
Diebold Inc. 0.0%
Value ($000) $2 Shares 366 Est. Cost $15.40 Unrealized
SU Suncor Energy Inc 0.0%
Value ($000) $2 Shares 39 Est. Cost $30.46 Unrealized 0.0%
EWS iShares MSCI Singapore Capped 0.0%
Value ($000) $2 Shares 62 Est. Cost $26.68 Unrealized
Eaton Vance Risk-Mgd Divers Eq 0.0%
Value ($000) $1 Shares 150 Est. Cost $8.99 Unrealized
Crane Co 0.0%
Value ($000) $1 Shares 15 Est. Cost $98.33 Unrealized
PowerShares S&P Global Water E 0.0%
Value ($000) $1 Shares 42 Est. Cost $33.50 Unrealized
PREKF PrairieSky Royalty LTD 0.0%
Value ($000) $1 Shares 83 Est. Cost $23.52 Unrealized -21.5%
Engility Holdings Inc 0.0%
Value ($000) $1 Shares 35 Est. Cost $24.40 Unrealized
RSG Republic Services Inc 0.0%
Value ($000) $1 Shares 16 Est. Cost $64.63 Unrealized 0.0%
BTI British American Tobacco PLC A 0.0%
Value ($000) $1 Shares 25 Est. Cost $46.64 Unrealized
BBU Brookfield Business Partners L 0.0%
Value ($000) $1 Shares 36 Est. Cost $36.00 Unrealized
EPR EPR Properties 0.0%
Value ($000) $1 Shares 14 Est. Cost $55.79 Unrealized
PCG P G & E Corp. 0.0%
Value ($000) $1 Shares 20 Est. Cost $41.94 Unrealized +5.0%
EWM iShares MSCI Malaysia (Free) E 0.0%
Value ($000) $1 Shares 25 Est. Cost $36.16 Unrealized
Penney (J C) Co Inc. 0.0%
Value ($000) $1 Shares 400 Est. Cost $3.02 Unrealized
VRTS Virtus Investment Partners Inc 0.0%
Value ($000) $1 Shares 5 Est. Cost $99.31 Unrealized +1.1%
IVZ Invesco Limited 0.0%
Value ($000) $1 Shares 24 Est. Cost $17.49 Unrealized 0.0%
ERIC Ericsson L M Tel Co 0.0%
Value ($000) $0 Shares 50 Est. Cost $6.40 Unrealized
UAA Under Armour Inc 0.0%
Value ($000) $0 Shares 20 Est. Cost $15.65 Unrealized +33.1%
China Rapid Finance Ltd ADR 0.0%
Value ($000) $0 Shares 127 Est. Cost $4.98 Unrealized
Regional Health Properties Inc 0.0%
Value ($000) $0 Shares 1,931 Est. Cost $0.37 Unrealized
Renewable Energy Group Inc 0.0%
Value ($000) $0 Shares 10 Est. Cost $12.80 Unrealized
CCUR Holdings Inc 0.0%
Value ($000) $0 Shares 55 Est. Cost $4.80 Unrealized
CIBR First Trust NASDAQ Cybersecuri 0.0%
Value ($000) $0 Shares 5 Est. Cost $26.40 Unrealized
ROBO Robo Global Robotics and Autom 0.0%
Value ($000) $0 Shares 3 Est. Cost $40.00 Unrealized
MGC Vanguard Mega Cap 300 ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost $94.00 Unrealized
SPLV Invesco S&P 500 Low Volatility 0.0%
Value ($000) $0 Shares 2 Est. Cost $47.50 Unrealized
GXC SPDR S&P China ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost $105.00 Unrealized
AOR iShares Core Growth Allocation 0.0%
Value ($000) $0 Shares 2 Est. Cost $44.50 Unrealized
VOX Vanguard Telecom Services ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost $86.00 Unrealized
SHE SPDR SSGA Gender Diversity ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost $72.00 Unrealized
Titan Medical Inc 0.0%
Value ($000) $0 Shares 33 Est. Cost $5.61 Unrealized
AOK iShares Core Conservative Allo 0.0%
Value ($000) $0 Shares 2 Est. Cost $34.00 Unrealized
SOCL Global X Social Media ETF 0.0%
Value ($000) $0 Shares 2 Est. Cost $35.50 Unrealized
Harvest Oil & Gas Corp 0.0%
Value ($000) $0 Shares 3 Est. Cost $20.00 Unrealized
Motors Liq Co GUC Trust 0.0%
Value ($000) $0 Shares 5 Est. Cost $9.40 Unrealized
ETFMG Alternative Harvest ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost $29.00 Unrealized
GURU Global X Guru Index ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost $32.00 Unrealized
VSMD Vasamed Inc 0.0%
Value ($000) $0 Shares 2,900 Est. Cost $0.04 Unrealized +20.1%
Harvest Oil & Gas Warrants 0.0%
Value ($000) $0 Shares 5 Est. Cost $2.00 Unrealized
Key Energy Services Inc Exp 12 0.0%
Value ($000) $0 Shares 8 Est. Cost Unrealized
Key Energy Services Inc Exp 12 0.0%
Value ($000) $0 Shares 8 Est. Cost Unrealized
QLT Inc Warrants 0.0%
Value ($000) $0 Shares 2,000 Est. Cost Unrealized
QLT Inc Warrants 0.0%
Value ($000) $0 Shares 2,000 Est. Cost Unrealized
Shire PLC ADR 0.0%
Value ($000) $0 Shares 1 Est. Cost $149.50 Unrealized
KDD Group NV 0.0%
Value ($000) $0 Shares 100,002 Est. Cost Unrealized
Wichita Develpoment Corp 0.0%
Value ($000) $0 Shares 333 Est. Cost Unrealized
American International Group W 0.0%
Value ($000) $0 Shares 2 Est. Cost $16.50 Unrealized
Sanofi-Aventis SA Contingent V 0.0%
Value ($000) $0 Shares 100 Est. Cost $0.50 Unrealized
Encorium Group Inc 0.0%
Value ($000) $0 Shares 52 Est. Cost Unrealized
Frontier Communications Corpor 0.0%
Value ($000) $0 Shares 1 Est. Cost $7.44 Unrealized
UA Under Armour Inc Cl C 0.0%
Value ($000) $0 Shares 20 Est. Cost $14.09 Unrealized +36.9%