BARTLETT & CO. WEALTH MANAGEMENT LLC Diversified Active

CIK: 0002010186 · Show all filings

Period: Q4 2018 (← Previous) (Next →)

Filing Date: Feb 13, 2024

Total Value ($000): $2,348,061 (100.0% shares, 0.0% debt)

Holdings (703)

MSFT Microsoft Corp 3.5%
Value ($000) $81,099 Shares 798,450 Est. Cost $84.31 Unrealized +18.6%
MA Mastercard Inc 3.1%
Value ($000) $72,885 Shares 386,352 Est. Cost $163.70 Unrealized +16.6%
AAPL Apple Inc 3.0%
Value ($000) $69,879 Shares 443,002 Est. Cost $40.42 Unrealized +13.8%
BRK/B Berkshire Hathaway Inc - Class 2.9%
Value ($000) $67,535 Shares 330,764 Est. Cost $205.42 Unrealized +1.7%
USB US Bancorp 2.6%
Value ($000) $60,741 Shares 1,318,463 Est. Cost $39.83 Unrealized -3.9%
ABT Abbott Labs 2.5%
Value ($000) $58,380 Shares 807,126 Est. Cost $52.58 Unrealized +18.2%
PG Procter & Gamble Co 2.4%
Value ($000) $56,326 Shares 612,773 Est. Cost $67.87 Unrealized +10.1%
AMGN Amgen Inc 2.3%
Value ($000) $54,999 Shares 282,524 Est. Cost $144.43 Unrealized +8.6%
PEP Pepsico Inc 2.2%
Value ($000) $52,023 Shares 466,972 Est. Cost $89.25 Unrealized +1.6%
IEFA iShares Core MSCI EAFE 2.2%
Value ($000) $50,814 Shares 923,895 Est. Cost $65.60 Unrealized
TJX TJX Companies Inc. 2.1%
Value ($000) $49,946 Shares 1,116,366 Est. Cost $40.63 Unrealized +12.9%
DIS Disney (Walt) Co 2.1%
Value ($000) $49,769 Shares 450,289 Est. Cost $101.04 Unrealized +8.0%
VZ Verizon Communications Inc 2.1%
Value ($000) $48,768 Shares 867,444 Est. Cost $33.13 Unrealized +16.5%
GOOG Alphabet Inc Class C 1.9%
Value ($000) $43,693 Shares 42,191 Est. Cost $54.79 Unrealized -3.0%
United Technologies Corp 1.7%
Value ($000) $39,506 Shares 371,020 Est. Cost $125.82 Unrealized
CVX Chevron Corp 1.7%
Value ($000) $39,448 Shares 362,605 Est. Cost $85.03 Unrealized -0.3%
NVS Novartis AG-ADR 1.6%
Value ($000) $38,728 Shares 451,320 Est. Cost $80.90 Unrealized
VCSH Vanguard Short-Term Corp Bond 1.6%
Value ($000) $38,164 Shares 489,656 Est. Cost $78.39 Unrealized
BAX Baxter International Inc 1.5%
Value ($000) $36,159 Shares 547,792 Est. Cost $58.91 Unrealized +0.1%
LOW Lowe's Companies Inc 1.5%
Value ($000) $35,899 Shares 388,684 Est. Cost $81.91 Unrealized +3.3%
INTC Intel Corp 1.4%
Value ($000) $32,998 Shares 703,131 Est. Cost $40.06 Unrealized +0.3%
DUK Duke Energy Corp 1.4%
Value ($000) $32,554 Shares 377,222 Est. Cost $56.37 Unrealized +13.3%
BlackRock Inc 1.3%
Value ($000) $31,582 Shares 80,399 Est. Cost $535.32 Unrealized
Linde AG 1.3%
Value ($000) $31,238 Shares 197,660 Est. Cost $158.04 Unrealized
DE Deere Co 1.3%
Value ($000) $30,646 Shares 204,407 Est. Cost $141.82 Unrealized -7.1%
ENB Enbridge Inc 1.3%
Value ($000) $30,351 Shares 976,558 Est. Cost $21.50 Unrealized -5.8%
VOO Vanguard S&P 500 ETF 1.3%
Value ($000) $30,202 Shares 131,424 Est. Cost $243.04 Unrealized
JNJ Johnson & Johnson 1.3%
Value ($000) $29,765 Shares 230,647 Est. Cost $108.07 Unrealized +5.6%
CVS CVS Health Corp 1.2%
Value ($000) $27,751 Shares 423,556 Est. Cost $55.85 Unrealized +6.3%
MKC McCormick & Co 1.2%
Value ($000) $27,724 Shares 198,301 Est. Cost $45.28 Unrealized +38.2%
ACN Accenture PLC - Class A 1.2%
Value ($000) $27,715 Shares 196,545 Est. Cost $140.80 Unrealized +1.5%
NKE Nike Inc. 1.2%
Value ($000) $27,715 Shares 372,719 Est. Cost $59.73 Unrealized +14.1%
ADI Analog Devices Inc 1.1%
Value ($000) $26,891 Shares 313,302 Est. Cost $78.65 Unrealized -3.6%
CB Chubb Ltd 1.1%
Value ($000) $26,666 Shares 205,254 Est. Cost $125.90 Unrealized -9.1%
QCOM Qualcomm Inc 1.0%
Value ($000) $24,421 Shares 429,121 Est. Cost $51.91 Unrealized -2.0%
XOM Exxon Mobil Corp 1.0%
Value ($000) $24,376 Shares 357,467 Est. Cost $55.74 Unrealized +1.2%
BRK/A Berkshire Hathaway Inc. Class 1.0%
Value ($000) $23,562 Shares 77 Est. Cost $308211.47 Unrealized +1.6%
GOOGL Alphabet Inc Class A 1.0%
Value ($000) $23,392 Shares 22,386 Est. Cost $55.03 Unrealized -2.5%
BMY Bristol-Myers Squibb Co. 1.0%
Value ($000) $22,853 Shares 439,641 Est. Cost $48.10 Unrealized -14.8%
VCIT Vanguard Intermediate Term Cor 1.0%
Value ($000) $22,527 Shares 271,865 Est. Cost $84.62 Unrealized
FDX Fedex Corp 1.0%
Value ($000) $22,339 Shares 137,915 Est. Cost $220.51 Unrealized -15.7%
AMT American Tower REIT Inc 1.0%
Value ($000) $22,337 Shares 140,470 Est. Cost $115.36 Unrealized +12.3%
DEO Diageo P L C Spon ADR 0.9%
Value ($000) $21,846 Shares 154,062 Est. Cost $136.81 Unrealized
Laboratory Corp Amer Hldgs 0.9%
Value ($000) $21,424 Shares 169,549 Est. Cost $161.83 Unrealized
VMBS Vanguard Mortgage-Backed Secur 0.9%
Value ($000) $21,321 Shares 414,071 Est. Cost $51.40 Unrealized
ORCL Oracle Corp 0.9%
Value ($000) $21,174 Shares 468,976 Est. Cost $44.25 Unrealized -2.5%
VFC V F Corp. 0.8%
Value ($000) $19,149 Shares 268,423 Est. Cost $72.31 Unrealized +5.8%
MCD McDonalds Corp 0.7%
Value ($000) $16,775 Shares 94,469 Est. Cost $136.63 Unrealized +9.9%
MDY SPDR S&P MidCap 400 ETF Trust 0.7%
Value ($000) $16,349 Shares 53,790 Est. Cost $342.38 Unrealized
ITW Illinois Tool Works 0.7%
Value ($000) $15,545 Shares 121,744 Est. Cost $136.85 Unrealized -19.2%
NSC Norfolk Southern Corp. 0.6%
Value ($000) $14,565 Shares 97,401 Est. Cost $122.67 Unrealized +16.0%
Kansas City Southern 0.6%
Value ($000) $14,156 Shares 147,749 Est. Cost $110.22 Unrealized
Worldpay Inc 0.6%
Value ($000) $14,097 Shares 184,445 Est. Cost $82.53 Unrealized
ADP Automatic Data Processing 0.6%
Value ($000) $13,738 Shares 104,771 Est. Cost $98.61 Unrealized +22.9%
SCHB Schwab US Broad Market ETF 0.6%
Value ($000) $13,609 Shares 226,785 Est. Cost $63.34 Unrealized
GILD Gilead Sciences Inc. 0.6%
Value ($000) $13,280 Shares 212,305 Est. Cost $58.92 Unrealized -10.0%
CFR Cullen Frost Bankers 0.6%
Value ($000) $13,039 Shares 148,274 Est. Cost $81.67 Unrealized -4.0%
VEU Vanguard FTSE All-World Ex-US 0.5%
Value ($000) $11,586 Shares 254,195 Est. Cost $54.37 Unrealized
WM Waste Management Inc. 0.5%
Value ($000) $11,038 Shares 124,040 Est. Cost $74.14 Unrealized +7.5%
FLOT iShares Floating Rate Bond 0.5%
Value ($000) $10,920 Shares 216,840 Est. Cost $50.97 Unrealized
ABBV Abbvie Inc 0.5%
Value ($000) $10,772 Shares 116,843 Est. Cost $78.53 Unrealized -17.5%
AGG iShares Core Total U.S. Bond M 0.4%
Value ($000) $9,319 Shares 87,506 Est. Cost $107.09 Unrealized
JPM JPMorgan Chase & Co 0.4%
Value ($000) $9,165 Shares 93,886 Est. Cost $91.39 Unrealized -4.2%
GD General Dynamics Corporation 0.4%
Value ($000) $8,989 Shares 57,176 Est. Cost $161.01 Unrealized -5.5%
IEMG iShares Core MSCI Emerging Mar 0.4%
Value ($000) $8,382 Shares 177,777 Est. Cost $56.56 Unrealized
EMR Emerson Electric Co. 0.4%
Value ($000) $8,363 Shares 139,969 Est. Cost $58.98 Unrealized -3.4%
IBM International Business Machine 0.3%
Value ($000) $8,103 Shares 71,289 Est. Cost $107.30 Unrealized -18.0%
WEC WEC Energy Group Inc. 0.3%
Value ($000) $8,081 Shares 116,681 Est. Cost $48.22 Unrealized +16.1%
VTI Vanguard Total Stock Market VI 0.3%
Value ($000) $7,744 Shares 60,676 Est. Cost $135.72 Unrealized
MTB M&T Bank Corporation 0.3%
Value ($000) $7,575 Shares 52,924 Est. Cost $141.35 Unrealized -9.7%
VWO Vanguard FTSE Emerging Markets 0.3%
Value ($000) $7,510 Shares 197,125 Est. Cost $46.98 Unrealized
HSY Hershey Company 0.3%
Value ($000) $7,283 Shares 67,948 Est. Cost $85.63 Unrealized +5.1%
MRK Merck & Co. Inc. 0.3%
Value ($000) $6,988 Shares 90,802 Est. Cost $42.33 Unrealized +33.5%
PFE Pfizer Inc. 0.3%
Value ($000) $6,522 Shares 149,419 Est. Cost $24.24 Unrealized +23.9%
SJM J.M. Smucker Company 0.3%
Value ($000) $6,454 Shares 69,036 Est. Cost $97.06 Unrealized -14.6%
VXF Vanguard Extended Market VIPER 0.3%
Value ($000) $6,172 Shares 61,838 Est. Cost $111.83 Unrealized
AXP American Express Company 0.3%
Value ($000) $5,978 Shares 62,719 Est. Cost $87.25 Unrealized +8.9%
IWP iShares Russell Midcap Growth 0.2%
Value ($000) $5,864 Shares 51,571 Est. Cost $123.89 Unrealized
BUD Anheuser-Busch InBev SA/NV ADR 0.2%
Value ($000) $5,575 Shares 84,708 Est. Cost $109.94 Unrealized
WFC Wells Fargo & Co 0.2%
Value ($000) $5,466 Shares 118,631 Est. Cost $47.72 Unrealized -11.9%
XLV Health Care Select Sector SPDR 0.2%
Value ($000) $5,260 Shares 60,798 Est. Cost $85.68 Unrealized
UNP Union Pacific Corp 0.2%
Value ($000) $5,260 Shares 38,049 Est. Cost $113.06 Unrealized +11.8%
T AT&T Inc 0.2%
Value ($000) $5,032 Shares 176,305 Est. Cost $15.81 Unrealized -11.3%
NSRGY Nestle SA Sponsored ADR 0.2%
Value ($000) $4,931 Shares 60,904 Est. Cost $78.97 Unrealized
KMB Kimberly Clark 0.2%
Value ($000) $4,841 Shares 42,124 Est. Cost $86.21 Unrealized +0.2%
SLB Schlumberger Ltd 0.2%
Value ($000) $4,823 Shares 130,495 Est. Cost $55.74 Unrealized -27.9%
EFA iShares MSCI EAFE ETF 0.2%
Value ($000) $4,773 Shares 81,194 Est. Cost $61.93 Unrealized
SCHZ Schwab U.S. Aggregate Bond ETF 0.2%
Value ($000) $4,684 Shares 92,587 Est. Cost $51.01 Unrealized
BlackRock Core Bond Common 0.2%
Value ($000) $4,605 Shares 375,448 Est. Cost $13.10 Unrealized
SYY Sysco Corp. 0.2%
Value ($000) $4,556 Shares 72,707 Est. Cost $49.25 Unrealized +13.2%
META Facebook Inc Class A 0.2%
Value ($000) $4,531 Shares 34,563 Est. Cost $179.68 Unrealized -19.9%
CINF Cincinnati Financial Corp 0.2%
Value ($000) $4,115 Shares 52,803 Est. Cost $60.86 Unrealized +6.3%
KO Coca Cola 0.2%
Value ($000) $3,911 Shares 82,601 Est. Cost $35.07 Unrealized +9.5%
IWS iShares Russell MidCap Value E 0.2%
Value ($000) $3,890 Shares 50,951 Est. Cost $85.75 Unrealized
HD Home Depot Inc. 0.2%
Value ($000) $3,867 Shares 22,507 Est. Cost $154.98 Unrealized -3.0%
PFF iShares S&P US Preferred Stock 0.2%
Value ($000) $3,856 Shares 112,657 Est. Cost $37.33 Unrealized
SCHF Schwab International Equity ET 0.2%
Value ($000) $3,712 Shares 130,952 Est. Cost $30.93 Unrealized
UPS United Parcel Service Inc. 0.2%
Value ($000) $3,620 Shares 37,118 Est. Cost $85.46 Unrealized -4.0%
VEA Vanguard FTSE Developed Market 0.2%
Value ($000) $3,600 Shares 97,024 Est. Cost $43.36 Unrealized
SCHX Schwab U.S. Large-Cap ETF 0.1%
Value ($000) $3,504 Shares 58,606 Est. Cost $63.23 Unrealized
CL Colgate-Palmolive Co. 0.1%
Value ($000) $3,498 Shares 58,778 Est. Cost $59.73 Unrealized -11.4%
Cohen & Steers REIT PFD 0.1%
Value ($000) $3,444 Shares 193,495 Est. Cost $18.70 Unrealized
MMM 3M Company 0.1%
Value ($000) $3,328 Shares 17,469 Est. Cost $149.23 Unrealized -14.1%
BA Boeing Co. 0.1%
Value ($000) $3,207 Shares 9,944 Est. Cost $322.88 Unrealized +3.7%
NVO Novo-Nordisk A/S ADR 0.1%
Value ($000) $2,868 Shares 62,250 Est. Cost $50.06 Unrealized
VTEB Vanguard Tax-Exempt Bond ETF 0.1%
Value ($000) $2,858 Shares 55,988 Est. Cost $50.86 Unrealized
SPY SPDR S&P 500 ETF Trust 0.1%
Value ($000) $2,851 Shares 11,343 Est. Cost $263.41 Unrealized
IWN iShares Russell 2000 Value ETF 0.1%
Value ($000) $2,772 Shares 25,773 Est. Cost $125.39 Unrealized
IVV iShares Core S&P 500 ETF 0.1%
Value ($000) $2,688 Shares 10,668 Est. Cost $269.05 Unrealized
TGT Target Corp 0.1%
Value ($000) $2,673 Shares 40,449 Est. Cost $58.46 Unrealized +8.3%
XLY Consumer Discretionary Select 0.1%
Value ($000) $2,660 Shares 26,869 Est. Cost $101.23 Unrealized
MUB iShares S&P National AMT-Free 0.1%
Value ($000) $2,629 Shares 24,110 Est. Cost $108.87 Unrealized
XLF Financial Select Sector SPDR 0.1%
Value ($000) $2,609 Shares 109,550 Est. Cost $23.85 Unrealized
VFH Vanguard Financials ETF 0.1%
Value ($000) $2,452 Shares 41,303 Est. Cost $69.47 Unrealized
SCHM Schwab US Mid-Cap ETF 0.1%
Value ($000) $2,397 Shares 50,005 Est. Cost $50.27 Unrealized
VDC Vanguard Consumer Staples ETF 0.1%
Value ($000) $2,341 Shares 17,848 Est. Cost $134.99 Unrealized
SCHC Schwab International Small-Cap 0.1%
Value ($000) $2,328 Shares 79,987 Est. Cost $30.08 Unrealized
XLK US Technology Select SPDR 0.1%
Value ($000) $2,220 Shares 35,811 Est. Cost $65.31 Unrealized
IWM iShares Russell 2000 ETF 0.1%
Value ($000) $2,191 Shares 16,362 Est. Cost $151.01 Unrealized
VYM Vanguard High Dividend Yield E 0.1%
Value ($000) $2,172 Shares 27,850 Est. Cost $82.49 Unrealized
CSCO Cisco Systems Inc 0.1%
Value ($000) $2,170 Shares 50,092 Est. Cost $33.65 Unrealized +9.7%
VYMI Vanguard Intl High Dividend Yi 0.1%
Value ($000) $2,156 Shares 38,315 Est. Cost $66.45 Unrealized
LMT Lockheed Martin Corp. 0.1%
Value ($000) $2,133 Shares 8,148 Est. Cost $275.43 Unrealized -9.2%
PNC PNC Financial Services Group 0.1%
Value ($000) $2,098 Shares 17,942 Est. Cost $117.63 Unrealized -15.9%
SCHA Schwab US Small-Cap ETF 0.1%
Value ($000) $2,046 Shares 33,712 Est. Cost $68.09 Unrealized
IGSB iShares Short-Term Corporate B 0.1%
Value ($000) $2,020 Shares 39,111 Est. Cost $78.62 Unrealized
SCHG Schwab US Large-Cap Growth ETF 0.1%
Value ($000) $2,019 Shares 29,221 Est. Cost $71.71 Unrealized
PM Philip Morris International 0.1%
Value ($000) $2,000 Shares 29,444 Est. Cost $68.70 Unrealized -16.6%
BOND PIMCO Active Bond ETF 0.1%
Value ($000) $1,983 Shares 19,238 Est. Cost $104.23 Unrealized
IYE iShares US Energy 0.1%
Value ($000) $1,896 Shares 60,849 Est. Cost $31.20 Unrealized
DNP Select Income Fund 0.1%
Value ($000) $1,840 Shares 175,825 Est. Cost $10.35 Unrealized
CSX C S X Corp. 0.1%
Value ($000) $1,802 Shares 28,996 Est. Cost $16.81 Unrealized +24.3%
SUSA iShares MSCI USA ESG Select 0.1%
Value ($000) $1,758 Shares 17,041 Est. Cost $111.95 Unrealized
BK Bank of New York Mellon Corp 0.1%
Value ($000) $1,735 Shares 36,861 Est. Cost $44.73 Unrealized -11.4%
BF/B Brown Forman Corp Class B 0.1%
Value ($000) $1,731 Shares 36,249 Est. Cost $46.83 Unrealized -10.1%
IVOO Vanguard S&P Mid-Cap 400 Index 0.1%
Value ($000) $1,703 Shares 15,220 Est. Cost $126.71 Unrealized
SCHV Schwab US Large-Cap Value ETF 0.1%
Value ($000) $1,698 Shares 34,455 Est. Cost $52.73 Unrealized
Raytheon Company 0.1%
Value ($000) $1,690 Shares 10,961 Est. Cost $215.82 Unrealized
FITB Fifth Third Bancorp 0.1%
Value ($000) $1,688 Shares 71,080 Est. Cost $23.73 Unrealized -16.3%
Walgreens Boots Alliance Inc 0.1%
Value ($000) $1,662 Shares 24,318 Est. Cost $65.51 Unrealized
SMB Vaneck Vectors AMT-Free Short 0.1%
Value ($000) $1,637 Shares 94,475 Est. Cost $17.22 Unrealized
BND Vanguard Total Bond Market ETF 0.1%
Value ($000) $1,550 Shares 19,572 Est. Cost $79.93 Unrealized
IVE iShares S&P 500 Value ETF 0.1%
Value ($000) $1,550 Shares 15,324 Est. Cost $102.26 Unrealized
SCHW Schwab Charles Corp. 0.1%
Value ($000) $1,519 Shares 36,576 Est. Cost $48.18 Unrealized -15.1%
VIS Vanguard Industrials ETF 0.1%
Value ($000) $1,444 Shares 11,990 Est. Cost $139.11 Unrealized
MINT PIMCO Enhanced Short Maturity 0.1%
Value ($000) $1,441 Shares 14,245 Est. Cost $101.54 Unrealized
KR Kroger Co. 0.1%
Value ($000) $1,385 Shares 50,366 Est. Cost $22.97 Unrealized +8.4%
HON Honeywell International Inc. 0.1%
Value ($000) $1,373 Shares 10,392 Est. Cost $117.49 Unrealized +0.2%
IGIB iShares Intermediate-Term Corp 0.1%
Value ($000) $1,307 Shares 24,941 Est. Cost $80.63 Unrealized
IWO iShares Russell 2000 Growth In 0.1%
Value ($000) $1,291 Shares 7,685 Est. Cost $194.57 Unrealized
Nuveen Ohio Quality Income 0.1%
Value ($000) $1,217 Shares 91,606 Est. Cost $13.78 Unrealized
VIG Vanguard Dividend Appreciation 0.1%
Value ($000) $1,201 Shares 12,265 Est. Cost $102.13 Unrealized
UNH UnitedHealth Group Incorporate 0.1%
Value ($000) $1,194 Shares 4,792 Est. Cost $202.11 Unrealized +16.3%
MO Altria Group Inc. 0.0%
Value ($000) $1,135 Shares 22,619 Est. Cost $36.57 Unrealized -9.4%
CMCSA Comcast Corporation Class A 0.0%
Value ($000) $1,108 Shares 32,350 Est. Cost $31.79 Unrealized -4.3%
MBB iShares Barclays MBS ETF 0.0%
Value ($000) $1,107 Shares 10,575 Est. Cost $104.63 Unrealized
EEMV iShares MSCI Emerging Markets 0.0%
Value ($000) $1,104 Shares 19,755 Est. Cost $62.34 Unrealized
IWR iShares Russell Midcap ETF 0.0%
Value ($000) $1,082 Shares 23,285 Est. Cost $87.05 Unrealized
CTAS Cintas Corp. 0.0%
Value ($000) $1,037 Shares 6,173 Est. Cost $38.60 Unrealized +7.8%
IBB iShares Nasdaq Biotechnology E 0.0%
Value ($000) $1,035 Shares 10,736 Est. Cost $107.40 Unrealized
LLY Lilly (Eli) & Co. 0.0%
Value ($000) $1,035 Shares 8,942 Est. Cost $71.71 Unrealized +41.4%
SYK Stryker Corp. 0.0%
Value ($000) $984 Shares 6,255 Est. Cost $148.81 Unrealized +4.0%
SCHE Schwab Emerging Markets Equity 0.0%
Value ($000) $950 Shares 40,359 Est. Cost $28.17 Unrealized
MET Metlife Inc 0.0%
Value ($000) $949 Shares 23,112 Est. Cost $36.97 Unrealized -8.9%
EEM iShares MSCI Emerging Mkts ETF 0.0%
Value ($000) $942 Shares 24,128 Est. Cost $47.74 Unrealized
DCI Donaldson Inc. 0.0%
Value ($000) $933 Shares 21,507 Est. Cost $42.21 Unrealized +9.1%
DowDupont Inc 0.0%
Value ($000) $907 Shares 16,957 Est. Cost $63.71 Unrealized
Varian Medical Systems Inc 0.0%
Value ($000) $857 Shares 7,560 Est. Cost $122.65 Unrealized
VIOO Vanguard S&P Small-Cap 600 0.0%
Value ($000) $849 Shares 6,750 Est. Cost $152.35 Unrealized
COST Costco Wholesale Corp 0.0%
Value ($000) $831 Shares 4,079 Est. Cost $170.34 Unrealized +18.6%
Cerner Corp 0.0%
Value ($000) $823 Shares 15,700 Est. Cost $58.00 Unrealized
VB Vanguard Small-Cap VIPERs 0.0%
Value ($000) $807 Shares 6,114 Est. Cost $142.87 Unrealized
MDLZ Mondelez Intl Inc CL A 0.0%
Value ($000) $806 Shares 20,010 Est. Cost $35.84 Unrealized -0.2%
COP ConocoPhillips 0.0%
Value ($000) $791 Shares 12,682 Est. Cost $43.93 Unrealized +21.6%
AMZN Amazon.com Inc. 0.0%
Value ($000) $778 Shares 518 Est. Cost $73.69 Unrealized +12.8%
Legg Mason 0.0%
Value ($000) $769 Shares 30,128 Est. Cost $37.38 Unrealized
BXP Boston Properties Inc. 0.0%
Value ($000) $764 Shares 6,732 Est. Cost $85.13 Unrealized +1.7%
TIP iShares Barclays TIPS Bond ETF 0.0%
Value ($000) $763 Shares 6,963 Est. Cost $113.04 Unrealized
IJH iShares Core S&P MidCap ETF 0.0%
Value ($000) $746 Shares 4,492 Est. Cost $194.68 Unrealized
VUG Vanguard Growth VIPERs 0.0%
Value ($000) $740 Shares 5,509 Est. Cost $136.30 Unrealized
Royal Dutch Shell PLC Spons AD 0.0%
Value ($000) $737 Shares 12,646 Est. Cost $63.81 Unrealized
MLM Martin Marietta Materials 0.0%
Value ($000) $668 Shares 3,888 Est. Cost $204.32 Unrealized -17.5%
NEE NextEra Energy Inc 0.0%
Value ($000) $661 Shares 3,804 Est. Cost $32.71 Unrealized +12.1%
MFC Manulife Finl Corp 0.0%
Value ($000) $660 Shares 46,480 Est. Cost $20.01 Unrealized -20.8%
SBUX Starbucks Corp. 0.0%
Value ($000) $642 Shares 9,972 Est. Cost $48.64 Unrealized +10.3%
Xilinx Inc. 0.0%
Value ($000) $632 Shares 7,425 Est. Cost $72.24 Unrealized
L-3 Technologies Inc 0.0%
Value ($000) $631 Shares 3,634 Est. Cost $208.16 Unrealized
PCAR Paccar Inc. 0.0%
Value ($000) $594 Shares 10,400 Est. Cost $34.62 Unrealized -13.5%
DLN Wisdomtree Large Cap Div Exch 0.0%
Value ($000) $577 Shares 6,835 Est. Cost $88.49 Unrealized
EOG EOG Res Inc 0.0%
Value ($000) $577 Shares 6,615 Est. Cost $80.82 Unrealized -0.2%
IJR iShares Core S&P Small-Cap ETF 0.0%
Value ($000) $546 Shares 7,883 Est. Cost $77.52 Unrealized
Total S.A. 0.0%
Value ($000) $537 Shares 10,143 Est. Cost $58.50 Unrealized
GPC Genuine Parts Co. 0.0%
Value ($000) $536 Shares 5,540 Est. Cost $76.83 Unrealized +4.7%
V Visa Inc 0.0%
Value ($000) $535 Shares 4,057 Est. Cost $118.91 Unrealized +10.5%
Magellan Midstream Partners LP 0.0%
Value ($000) $513 Shares 8,992 Est. Cost $59.19 Unrealized
WMT Walmart Inc 0.0%
Value ($000) $513 Shares 5,475 Est. Cost $28.01 Unrealized +2.7%
SPLV Invesco S&P 500 Low Volatility 0.0%
Value ($000) $512 Shares 10,983 Est. Cost $46.65 Unrealized
HPQ HP Inc. 0.0%
Value ($000) $511 Shares 24,802 Est. Cost $17.36 Unrealized +5.1%
BB&T Corp. 0.0%
Value ($000) $510 Shares 11,775 Est. Cost $51.69 Unrealized
FMC FMC Corp 0.0%
Value ($000) $501 Shares 6,735 Est. Cost $60.69 Unrealized -5.4%
SCHD Schwab U.S. Dividend Equity ET 0.0%
Value ($000) $491 Shares 10,446 Est. Cost $48.83 Unrealized
VPU Vanguard Utilities ETF 0.0%
Value ($000) $457 Shares 3,882 Est. Cost $111.81 Unrealized
VGT Vanguard Information Technolog 0.0%
Value ($000) $457 Shares 2,740 Est. Cost $177.50 Unrealized
VSGX Vanguard ESG International Sto 0.0%
Value ($000) $445 Shares 10,000 Est. Cost $44.50 Unrealized
VT Vanguard Total World Stock Ind 0.0%
Value ($000) $431 Shares 6,585 Est. Cost $73.63 Unrealized
General Electric 0.0%
Value ($000) $430 Shares 56,737 Est. Cost $13.60 Unrealized
ZBH Zimmer Biomet Holdings Inc 0.0%
Value ($000) $428 Shares 4,118 Est. Cost $108.92 Unrealized -2.6%
MRSH Marsh & McLennan Cos Inc 0.0%
Value ($000) $428 Shares 5,364 Est. Cost $72.87 Unrealized +2.2%
XLB Materials Select Sector SPDR 0.0%
Value ($000) $408 Shares 8,080 Est. Cost $56.94 Unrealized
HYG iShares iBoxx High Yield Corp 0.0%
Value ($000) $404 Shares 4,980 Est. Cost $81.45 Unrealized
Anadarko Pete Corp. 0.0%
Value ($000) $397 Shares 9,050 Est. Cost $60.41 Unrealized
LNC Lincoln National Corp 0.0%
Value ($000) $384 Shares 7,485 Est. Cost $55.55 Unrealized -20.8%
XLE Energy Select Sector SPDR 0.0%
Value ($000) $372 Shares 6,482 Est. Cost $67.41 Unrealized
FNDX Schwab Fundamental US Large Co 0.0%
Value ($000) $356 Shares 10,470 Est. Cost $36.64 Unrealized
XRAY Dentsply Sirona Inc. 0.0%
Value ($000) $355 Shares 9,518 Est. Cost $58.89 Unrealized -38.2%
IVW iShares S&P 500 Growth ETF 0.0%
Value ($000) $353 Shares 2,343 Est. Cost $155.07 Unrealized
Neuberger Berman Intermediate 0.0%
Value ($000) $349 Shares 27,431 Est. Cost $13.81 Unrealized
Putnam Premier Income 0.0%
Value ($000) $347 Shares 73,502 Est. Cost $5.26 Unrealized
HPE Hewlett Packard Enterprise 0.0%
Value ($000) $340 Shares 25,535 Est. Cost $13.27 Unrealized -10.2%
VV Vanguard Large-Cap VIPERs 0.0%
Value ($000) $335 Shares 2,918 Est. Cost $121.21 Unrealized
IWB iShares Russell 1000 ETF 0.0%
Value ($000) $331 Shares 2,385 Est. Cost $146.86 Unrealized
EW Edwards Lifesciences Corp 0.0%
Value ($000) $327 Shares 2,136 Est. Cost $43.43 Unrealized +16.5%
BF/A Brown Forman Corp Class A 0.0%
Value ($000) $316 Shares 6,650 Est. Cost $41.13 Unrealized +2.5%
Luxottica Group SPA Sponsored 0.0%
Value ($000) $316 Shares 5,350 Est. Cost $62.20 Unrealized
NXPI NXP Semiconductor NV 0.0%
Value ($000) $313 Shares 4,265 Est. Cost $107.24 Unrealized -34.2%
XBI SPDR S&P Biotech ETF 0.0%
Value ($000) $305 Shares 4,245 Est. Cost $87.73 Unrealized
IWF iShares Russell 1000 Growth ET 0.0%
Value ($000) $299 Shares 2,281 Est. Cost $133.53 Unrealized
PSX Phillips 66 0.0%
Value ($000) $285 Shares 3,305 Est. Cost $71.93 Unrealized +1.9%
SCZ iShares MSCI EAFE Small-Cap 0.0%
Value ($000) $276 Shares 5,325 Est. Cost $51.82 Unrealized
TFX Teleflex Inc. 0.0%
Value ($000) $266 Shares 1,030 Est. Cost $251.09 Unrealized -3.3%
EPD Enterprise Prods Partners L P 0.0%
Value ($000) $264 Shares 10,736 Est. Cost $24.78 Unrealized
ISRG Intuitive Surgical Inc New 0.0%
Value ($000) $259 Shares 540 Est. Cost $139.55 Unrealized +21.4%
SRCE 1st Source Corporation 0.0%
Value ($000) $257 Shares 6,377 Est. Cost $50.62 Unrealized
LQD iShares iBoxx $ Investment Gra 0.0%
Value ($000) $256 Shares 2,265 Est. Cost $115.67 Unrealized
L Loews Corp. 0.0%
Value ($000) $249 Shares 5,466 Est. Cost $48.83 Unrealized -6.4%
GLW Corning Incorporated 0.0%
Value ($000) $246 Shares 8,128 Est. Cost $24.81 Unrealized +5.5%
PPG PPG Industries Inc. 0.0%
Value ($000) $245 Shares 2,400 Est. Cost $99.50 Unrealized -9.1%
MDT Medtronic plc 0.0%
Value ($000) $240 Shares 2,627 Est. Cost $67.71 Unrealized +13.9%
IYM iShares Dow Jones US Basic Mat 0.0%
Value ($000) $238 Shares 2,830 Est. Cost $96.08 Unrealized
TDS Telephone & Data Systems Inc. 0.0%
Value ($000) $233 Shares 7,155 Est. Cost $27.16 Unrealized +22.1%
WU Western Union Co 0.0%
Value ($000) $229 Shares 13,400 Est. Cost $19.23 Unrealized
ELV Anthem Inc 0.0%
Value ($000) $226 Shares 861 Est. Cost $213.80 Unrealized +17.0%
BNDX Vanguard Total International B 0.0%
Value ($000) $225 Shares 4,150 Est. Cost $54.73 Unrealized
GIS General Mills Inc. 0.0%
Value ($000) $220 Shares 5,662 Est. Cost $39.69 Unrealized -16.9%
MAR Marriott International Cl A 0.0%
Value ($000) $219 Shares 2,020 Est. Cost $131.25 Unrealized -17.3%
TMO Thermo Fisher Scientific Inc 0.0%
Value ($000) $217 Shares 968 Est. Cost $206.03 Unrealized +11.8%
DOV Dover Corp. 0.0%
Value ($000) $216 Shares 3,050 Est. Cost $72.04 Unrealized +1.9%
ETN Eaton Corp PLC 0.0%
Value ($000) $209 Shares 3,044 Est. Cost $70.18 Unrealized -7.3%
CTRA Cabot Oil & Gas Corporation 0.0%
Value ($000) $205 Shares 9,150 Est. Cost $18.91 Unrealized -5.4%
HSIC Henry Schein Inc. 0.0%
Value ($000) $202 Shares 2,570 Est. Cost $57.81 Unrealized +13.9%
ABBNY ABB Ltd-Spon ADR 0.0%
Value ($000) $200 Shares 10,495 Est. Cost $23.74 Unrealized
Glaxo Smithkline Sponsored PLC 0.0%
Value ($000) $194 Shares 5,008 Est. Cost $39.72 Unrealized
CACC Credit Acceptance Corp Mich 0.0%
Value ($000) $191 Shares 500 Est. Cost $331.36 Unrealized +21.6%
IYH iShares US Healthcare 0.0%
Value ($000) $187 Shares 1,025 Est. Cost $190.50 Unrealized
MCK McKesson Corporation 0.0%
Value ($000) $179 Shares 1,614 Est. Cost $146.18 Unrealized -19.2%
MS Morgan Stanley 0.0%
Value ($000) $178 Shares 4,484 Est. Cost $36.41 Unrealized -3.8%
BAC Bank of America Corporation 0.0%
Value ($000) $177 Shares 7,176 Est. Cost $25.32 Unrealized -10.0%
SWK Stanley Black & Decker Inc 0.0%
Value ($000) $176 Shares 1,468 Est. Cost $129.57 Unrealized -21.6%
SO Southern Company 0.0%
Value ($000) $176 Shares 3,999 Est. Cost $32.23 Unrealized +6.3%
SVB Financial Group 0.0%
Value ($000) $171 Shares 900 Est. Cost $240.01 Unrealized
D Dominion Energy Inc. 0.0%
Value ($000) $170 Shares 2,376 Est. Cost $51.93 Unrealized +2.5%
DHR Danaher Corp 0.0%
Value ($000) $166 Shares 1,611 Est. Cost $86.73 Unrealized +1.3%
EBF Ennis Inc. 0.0%
Value ($000) $165 Shares 8,562 Est. Cost $12.33 Unrealized -2.0%
KHC The Kraft Heinz Co 0.0%
Value ($000) $161 Shares 3,730 Est. Cost $48.97 Unrealized -25.2%
SHM SPDR Nuveen Barclays Short-Ter 0.0%
Value ($000) $156 Shares 3,247 Est. Cost $47.82 Unrealized
PVI Invesco VRDO Tax-Free Weekly 0.0%
Value ($000) $156 Shares 6,246 Est. Cost $24.90 Unrealized
ECL Ecolab 0.0%
Value ($000) $155 Shares 1,050 Est. Cost $123.54 Unrealized +14.5%
Royal Dutch Shell PLC 0.0%
Value ($000) $155 Shares 2,580 Est. Cost $68.32 Unrealized
AEP American Electric Power Inc 0.0%
Value ($000) $154 Shares 2,065 Est. Cost $50.98 Unrealized +14.5%
CMG Chipotle Mexican Grill Inc 0.0%
Value ($000) $153 Shares 355 Est. Cost $6.52 Unrealized +38.7%
WAFD Washington Federal Inc. 0.0%
Value ($000) $152 Shares 5,693 Est. Cost $27.70 Unrealized -19.6%
ROK Rockwell Automation Corporatio 0.0%
Value ($000) $151 Shares 1,006 Est. Cost $163.88 Unrealized -10.7%
FCNCA First Citizens Bancshares Inc 0.0%
Value ($000) $151 Shares 400 Est. Cost $419.26 Unrealized -2.3%
BSV Vanguard Short-Term Bond ETF 0.0%
Value ($000) $149 Shares 1,900 Est. Cost $78.22 Unrealized
HP Helmerich & Payne 0.0%
Value ($000) $149 Shares 3,100 Est. Cost $67.45 Unrealized -9.0%
CHKP Check Point Software Tech LTD 0.0%
Value ($000) $147 Shares 1,430 Est. Cost $102.08 Unrealized +7.5%
Cigna Corp. 0.0%
Value ($000) $143 Shares 753 Est. Cost $189.92 Unrealized
ICF iShares Cohen & Steers REIT ET 0.0%
Value ($000) $138 Shares 1,440 Est. Cost $93.30 Unrealized
GWW Grainger WW Inc. 0.0%
Value ($000) $138 Shares 488 Est. Cost $240.19 Unrealized +12.6%
TXN Texas Instruments Inc. 0.0%
Value ($000) $136 Shares 1,435 Est. Cost $86.88 Unrealized -8.9%
VXUS Vanguard Total International S 0.0%
Value ($000) $135 Shares 2,866 Est. Cost $55.13 Unrealized
PIPR Piper Jaffray Cos 0.0%
Value ($000) $135 Shares 2,055 Est. Cost $88.45 Unrealized -21.1%
CDK Global Inc 0.0%
Value ($000) $135 Shares 2,812 Est. Cost $63.34 Unrealized
SDY SPDR S&P Dividend ETF 0.0%
Value ($000) $134 Shares 1,498 Est. Cost $91.20 Unrealized
1741046D Steris Plc 0.0%
Value ($000) $132 Shares 1,235 Est. Cost $99.20 Unrealized
BDX Becton Dickinson & Co 0.0%
Value ($000) $130 Shares 575 Est. Cost $203.47 Unrealized +2.3%
Vectren Corp 0.0%
Value ($000) $128 Shares 1,775 Est. Cost $63.92 Unrealized
Kellogg Co 0.0%
Value ($000) $127 Shares 2,236 Est. Cost $47.27 Unrealized -1.8%
YUM Yum! Brands Inc. 0.0%
Value ($000) $127 Shares 1,385 Est. Cost $71.00 Unrealized +10.4%
Tekla Healthcare Investors 0.0%
Value ($000) $123 Shares 6,873 Est. Cost $21.53 Unrealized
America Movil S.A.B DE C.V. 0.0%
Value ($000) $120 Shares 8,400 Est. Cost $19.09 Unrealized
HE Hawaiian Elec Inds Inc. 0.0%
Value ($000) $118 Shares 3,225 Est. Cost $33.79 Unrealized +9.8%
TRV Travelers Cos Inc 0.0%
Value ($000) $115 Shares 962 Est. Cost $117.46 Unrealized -8.7%
DXC DXC Technology Company 0.0%
Value ($000) $115 Shares 2,149 Est. Cost $83.37 Unrealized -20.5%
ESLT Elbit Systems LTD 0.0%
Value ($000) $114 Shares 1,000 Est. Cost $127.57 Unrealized -11.8%
TE Connectivity Ltd 0.0%
Value ($000) $113 Shares 1,500 Est. Cost $99.90 Unrealized
ADBE Adobe Systems Inc. 0.0%
Value ($000) $113 Shares 500 Est. Cost $203.33 Unrealized +18.7%
Templeton Dragon Fund Inc. 0.0%
Value ($000) $111 Shares 6,550 Est. Cost $22.24 Unrealized
HBAN Huntington Bancshares Inc. 0.0%
Value ($000) $111 Shares 9,201 Est. Cost $11.01 Unrealized -9.6%
SYF Synchrony Financial 0.0%
Value ($000) $110 Shares 4,700 Est. Cost $30.49 Unrealized -25.8%
FFBC First Finl Bancorp 0.0%
Value ($000) $108 Shares 4,533 Est. Cost $20.59 Unrealized -4.8%
Royce Value Tr Inc. 0.0%
Value ($000) $107 Shares 9,063 Est. Cost $15.56 Unrealized
AFG American Financial Group Inc. 0.0%
Value ($000) $106 Shares 1,173 Est. Cost $57.74 Unrealized -7.6%
OGE OGE Energy Corp. 0.0%
Value ($000) $105 Shares 2,674 Est. Cost $31.58 Unrealized +21.6%
CHD Church and Dwight Inc 0.0%
Value ($000) $105 Shares 1,592 Est. Cost $44.15 Unrealized +31.7%
SM SM Energy Company 0.0%
Value ($000) $105 Shares 6,760 Est. Cost $19.42 Unrealized +7.4%
VBK Vanguard Small Cap Growth VIPE 0.0%
Value ($000) $104 Shares 691 Est. Cost $163.95 Unrealized
Discovery Inc - Class C 0.0%
Value ($000) $103 Shares 4,460 Est. Cost $19.52 Unrealized
Unilever PLC 0.0%
Value ($000) $103 Shares 1,970 Est. Cost $55.56 Unrealized
NTR Nutrien Ltd 0.0%
Value ($000) $103 Shares 2,166 Est. Cost $38.37 Unrealized +6.5%
CTSH Cognizant Technology Solutions 0.0%
Value ($000) $102 Shares 1,610 Est. Cost $70.55 Unrealized -11.2%
GS Goldman Sachs Group Inc. 0.0%
Value ($000) $101 Shares 606 Est. Cost $212.95 Unrealized -19.7%
Liberty Global PLC C 0.0%
Value ($000) $101 Shares 4,896 Est. Cost $30.43 Unrealized
DRI Darden Restaurants Inc. 0.0%
Value ($000) $100 Shares 998 Est. Cost $76.11 Unrealized +15.3%
VNQ Vanguard REIT Index ETF 0.0%
Value ($000) $98 Shares 1,320 Est. Cost $75.42 Unrealized
FBIN Fortune Brands Home & Security 0.0%
Value ($000) $98 Shares 2,575 Est. Cost $48.83 Unrealized -30.7%
ICLR Icon PLC 0.0%
Value ($000) $97 Shares 750 Est. Cost $114.70 Unrealized +20.4%
IWD iShares Russell 1000 Value ETF 0.0%
Value ($000) $97 Shares 871 Est. Cost $111.05 Unrealized
APH Amphenol Corp 0.0%
Value ($000) $95 Shares 1,175 Est. Cost $21.65 Unrealized -7.4%
TSM Taiwan Semiconductor Co LTD Sp 0.0%
Value ($000) $92 Shares 2,500 Est. Cost $43.76 Unrealized
NFLX Netflix Inc. 0.0%
Value ($000) $90 Shares 337 Est. Cost $27.36 Unrealized +9.4%
Ansys Inc 0.0%
Value ($000) $87 Shares 610 Est. Cost $186.68 Unrealized
E ENI S.P.A 0.0%
Value ($000) $87 Shares 2,765 Est. Cost $37.66 Unrealized
TTNDY Techtronic Industries Co Ltd A 0.0%
Value ($000) $87 Shares 3,300 Est. Cost $29.57 Unrealized
AVB Avalonbay Communities Inc. 0.0%
Value ($000) $85 Shares 485 Est. Cost $124.68 Unrealized +13.2%
ACSAY ACS Actividades de Construccci 0.0%
Value ($000) $85 Shares 11,000 Est. Cost $7.80 Unrealized
Meridian Bioscience Inc 0.0%
Value ($000) $84 Shares 4,839 Est. Cost $14.20 Unrealized
QQQ Invesco QQQ Trust 0.0%
Value ($000) $84 Shares 543 Est. Cost $172.03 Unrealized
BXMT Blackstone Mortgage Trust Inc 0.0%
Value ($000) $83 Shares 2,570 Est. Cost $32.04 Unrealized
AWK American Water Works Co Inc 0.0%
Value ($000) $82 Shares 900 Est. Cost $70.30 Unrealized +13.6%
TECK Teck Resources Limited 0.0%
Value ($000) $81 Shares 3,750 Est. Cost $27.63 Unrealized -21.5%
SMCAY SMC Corp ADR 0.0%
Value ($000) $80 Shares 5,395 Est. Cost $20.10 Unrealized
CNQ Canadian Natural Resource Ltd 0.0%
Value ($000) $79 Shares 3,255 Est. Cost $11.03 Unrealized -14.4%
APD Air Products and Chemicals Inc 0.0%
Value ($000) $79 Shares 491 Est. Cost $135.68 Unrealized -1.8%
Ferguson PLC ADR 0.0%
Value ($000) $79 Shares 12,357 Est. Cost $8.15 Unrealized
XEL Xcel Energy Inc. 0.0%
Value ($000) $78 Shares 1,575 Est. Cost $36.33 Unrealized +10.9%
BlackRock Corp High Yld Fund 0.0%
Value ($000) $78 Shares 8,269 Est. Cost $10.59 Unrealized
FISV Fiserv Inc. 0.0%
Value ($000) $77 Shares 1,050 Est. Cost $78.49 Unrealized -1.5%
SVNDY Seven & i Holdings Co Ltd ADR 0.0%
Value ($000) $77 Shares 3,560 Est. Cost $21.74 Unrealized
GNTX Gentex Corp. 0.0%
Value ($000) $77 Shares 3,800 Est. Cost $23.02 Unrealized -9.0%
WestRock Co 0.0%
Value ($000) $77 Shares 2,030 Est. Cost $62.54 Unrealized
SONY Sony Corp ADR 0.0%
Value ($000) $77 Shares 1,585 Est. Cost $48.34 Unrealized
RGEN Repligen Corp 0.0%
Value ($000) $76 Shares 1,450 Est. Cost $35.17 Unrealized +66.8%
PHO Invesco Water Resources ETF 0.0%
Value ($000) $76 Shares 2,700 Est. Cost $30.21 Unrealized
ET Energy Transfer LP 0.0%
Value ($000) $76 Shares 5,748 Est. Cost $15.81 Unrealized
VO Vanguard Mid-Cap ETF 0.0%
Value ($000) $75 Shares 542 Est. Cost $154.21 Unrealized
ALL Allstate Corp. 0.0%
Value ($000) $75 Shares 901 Est. Cost $80.71 Unrealized -6.0%
BRDCY Bridgestone Corporation ADR 0.0%
Value ($000) $75 Shares 3,900 Est. Cost $22.02 Unrealized
CNI Canadian National Railway 0.0%
Value ($000) $74 Shares 1,000 Est. Cost $66.69 Unrealized +8.7%
NYF iShares New York Muni Bond ETF 0.0%
Value ($000) $70 Shares 1,282 Est. Cost $54.77 Unrealized
DBSDY DBS Group Hldgs LTD Sponsored 0.0%
Value ($000) $70 Shares 1,000 Est. Cost $85.02 Unrealized
CLX Clorox Co. 0.0%
Value ($000) $70 Shares 452 Est. Cost $106.77 Unrealized +18.5%
EFG iShares MSCI Growth 0.0%
Value ($000) $69 Shares 1,003 Est. Cost $80.37 Unrealized
Brookfield Asset Management In 0.0%
Value ($000) $69 Shares 1,800 Est. Cost $39.00 Unrealized
TMRAY Tomra Systems ASA 0.0%
Value ($000) $68 Shares 3,000 Est. Cost $20.73 Unrealized
JAZZ Jazz Pharmaceuticals PLC 0.0%
Value ($000) $68 Shares 550 Est. Cost $146.69 Unrealized +1.1%
ADUS Addus HomeCare Corp 0.0%
Value ($000) $68 Shares 1,000 Est. Cost $54.63 Unrealized +25.2%
GIL Gildan Activewear Inc 0.0%
Value ($000) $67 Shares 2,200 Est. Cost $25.75 Unrealized +6.7%
Canadian Pacific Railway Ltd 0.0%
Value ($000) $67 Shares 375 Est. Cost $178.11 Unrealized
SUI Sun Communities Inc. 0.0%
Value ($000) $67 Shares 650 Est. Cost $92.08 Unrealized
BAP Credicorp LTD ADR 0.0%
Value ($000) $67 Shares 300 Est. Cost $187.77 Unrealized -2.8%
SCRYY SCOR SE ADR 0.0%
Value ($000) $66 Shares 15,000 Est. Cost $4.09 Unrealized
CRH Plc ADR 0.0%
Value ($000) $66 Shares 2,500 Est. Cost $34.45 Unrealized
ARKAY Arkema SA ADR 0.0%
Value ($000) $66 Shares 775 Est. Cost $131.05 Unrealized
PB Prosperity Bancshares Inc 0.0%
Value ($000) $65 Shares 1,050 Est. Cost $59.04 Unrealized -10.7%
AER AerCap Holdings N.V. 0.0%
Value ($000) $65 Shares 1,650 Est. Cost $51.06 Unrealized -3.5%
PSMMY Persimmon PLC ADR 0.0%
Value ($000) $65 Shares 1,300 Est. Cost $75.33 Unrealized
IFNNY Infineon Technologies AG ADR 0.0%
Value ($000) $65 Shares 3,250 Est. Cost $26.98 Unrealized
Allianz SE ADR 0.0%
Value ($000) $64 Shares 3,200 Est. Cost $22.69 Unrealized
PFG Principal Financial Group Inc 0.0%
Value ($000) $64 Shares 1,452 Est. Cost $37.23 Unrealized 0.0%
OTEX Open Text Corp 0.0%
Value ($000) $64 Shares 1,960 Est. Cost $31.83 Unrealized -11.2%
MGA Magna International Inc Class 0.0%
Value ($000) $64 Shares 1,405 Est. Cost $43.73 Unrealized -11.7%
Nuveen Dividend Advantage Muni 0.0%
Value ($000) $63 Shares 4,502 Est. Cost $14.58 Unrealized
NEOG Neogen Corp 0.0%
Value ($000) $63 Shares 1,100 Est. Cost $42.62 Unrealized -26.6%
IJK iShares S&P MidCap 400 Growth 0.0%
Value ($000) $62 Shares 325 Est. Cost $218.32 Unrealized
CMI Cummins Inc 0.0%
Value ($000) $62 Shares 463 Est. Cost $139.76 Unrealized -15.9%
SMG Scotts Miracle- Gro Company 0.0%
Value ($000) $61 Shares 1,000 Est. Cost $72.13 Unrealized -23.8%
WHGLY WH Group LTD ADR 0.0%
Value ($000) $61 Shares 4,000 Est. Cost $21.39 Unrealized
AZN Astrazena PLC -Spons ADR 0.0%
Value ($000) $61 Shares 1,600 Est. Cost $39.57 Unrealized
JHG Janus Henderson Group PLC 0.0%
Value ($000) $60 Shares 2,897 Est. Cost $36.84 Unrealized -37.7%
AXAHY AXA-UAP - Sponsored ADR 0.0%
Value ($000) $60 Shares 2,800 Est. Cost $26.36 Unrealized
UOVEY United Overseas Bank LTD 0.0%
Value ($000) $60 Shares 1,650 Est. Cost $41.99 Unrealized
KPCPY Kasikornbank Public Company Lt 0.0%
Value ($000) $59 Shares 2,600 Est. Cost $27.64 Unrealized
SK Telecom Co Ltd ADR 0.0%
Value ($000) $59 Shares 2,200 Est. Cost $24.17 Unrealized
ST Sensata Technologies Holding P 0.0%
Value ($000) $59 Shares 1,310 Est. Cost $52.36 Unrealized -13.6%
CUK Carnival PLC ADR 0.0%
Value ($000) $59 Shares 1,205 Est. Cost $65.50 Unrealized
CGEMY Capgemini SE ADR 0.0%
Value ($000) $59 Shares 3,000 Est. Cost $24.93 Unrealized
FHN First Horizon National Corp 0.0%
Value ($000) $58 Shares 4,442 Est. Cost $14.70 Unrealized -19.5%
IP International Paper Company 0.0%
Value ($000) $58 Shares 1,446 Est. Cost $39.21 Unrealized -22.3%
SEOAY Stora Enso Oyj ADR 0.0%
Value ($000) $58 Shares 5,025 Est. Cost $18.84 Unrealized
Templeton Emerg Mkts Income 0.0%
Value ($000) $58 Shares 6,039 Est. Cost $11.56 Unrealized
AL Air Lease Corp Class A 0.0%
Value ($000) $58 Shares 1,900 Est. Cost $39.96 Unrealized -16.3%
NUE Nucor Corp 0.0%
Value ($000) $57 Shares 1,101 Est. Cost $55.79 Unrealized -9.1%
Micro Focus International PLC 0.0%
Value ($000) $57 Shares 3,328 Est. Cost $14.04 Unrealized
IX Orix Corporation 0.0%
Value ($000) $57 Shares 800 Est. Cost $89.86 Unrealized
Dun & Bradstreet Corp. 0.0%
Value ($000) $57 Shares 401 Est. Cost $118.59 Unrealized
KNBWY Kirin Holdings Co LTD ADR 0.0%
Value ($000) $57 Shares 2,735 Est. Cost $20.78 Unrealized
SXT Sensient Technologies Corp 0.0%
Value ($000) $56 Shares 1,000 Est. Cost $71.99 Unrealized -9.2%
ATO Atmos Energy Corporation 0.0%
Value ($000) $56 Shares 600 Est. Cost $67.40 Unrealized +19.4%
BIDU Baidu Inc 0.0%
Value ($000) $56 Shares 350 Est. Cost $231.41 Unrealized
AVNS Avanos Medical Inc 0.0%
Value ($000) $55 Shares 1,226 Est. Cost $64.35 Unrealized -18.6%
VBR Vanguard Small Cap Value VIPER 0.0%
Value ($000) $55 Shares 480 Est. Cost $130.13 Unrealized
GVI iShares Barclays Int Govt/Cred 0.0%
Value ($000) $54 Shares 500 Est. Cost $108.28 Unrealized
Federal Realty Investment Trus 0.0%
Value ($000) $54 Shares 450 Est. Cost $117.11 Unrealized
RYAAY Ryanair Holdings PLC ADR 0.0%
Value ($000) $54 Shares 750 Est. Cost $121.89 Unrealized
ADM Archer-Daniels-Midland Co. 0.0%
Value ($000) $53 Shares 1,300 Est. Cost $33.35 Unrealized +13.1%
Suntrust Banks Inc. 0.0%
Value ($000) $53 Shares 1,053 Est. Cost $68.02 Unrealized
MKTX MarketAxess Holdings Inc 0.0%
Value ($000) $53 Shares 250 Est. Cost $192.09 Unrealized +0.3%
SPG Simon Property Group Inc 0.0%
Value ($000) $52 Shares 307 Est. Cost $103.84 Unrealized +16.4%
LCNB LCNB Corp 0.0%
Value ($000) $52 Shares 3,400 Est. Cost $13.40 Unrealized -12.0%
ALPMY Astellas Pharma Inc 0.0%
Value ($000) $51 Shares 4,100 Est. Cost $17.42 Unrealized
Citrix Systems Inc. 0.0%
Value ($000) $51 Shares 500 Est. Cost $92.80 Unrealized
WY Weyerhaeuser Co. 0.0%
Value ($000) $51 Shares 2,318 Est. Cost $25.91 Unrealized -22.4%
GGG Graco Incorporated 0.0%
Value ($000) $50 Shares 1,200 Est. Cost $42.42 Unrealized -10.0%
BKLN Invesco Senior Loan ETF 0.0%
Value ($000) $50 Shares 2,300 Est. Cost $22.90 Unrealized
INGR Ingredion Inc 0.0%
Value ($000) $49 Shares 535 Est. Cost $102.11 Unrealized -2.0%
MIELY Mitsubishi Electric Corp ADR 0.0%
Value ($000) $49 Shares 2,230 Est. Cost $32.41 Unrealized
JBTM John Bean Technologies Corpora 0.0%
Value ($000) $49 Shares 682 Est. Cost $111.13 Unrealized -22.3%
MSTR Microstrategy Inc 0.0%
Value ($000) $49 Shares 380 Est. Cost $13.46 Unrealized -5.9%
Adams Diversified Equity Fund 0.0%
Value ($000) $46 Shares 3,684 Est. Cost $14.77 Unrealized
HOMB Home BancShares Inc 0.0%
Value ($000) $46 Shares 2,845 Est. Cost $23.96 Unrealized -20.8%
Templeton Global Income Fund 0.0%
Value ($000) $46 Shares 7,700 Est. Cost $6.39 Unrealized
EFV iShares MSCI EAFE Value ETF 0.0%
Value ($000) $46 Shares 1,019 Est. Cost $54.55 Unrealized
Ingersoll-Rand PLC Shs 0.0%
Value ($000) $46 Shares 500 Est. Cost $93.37 Unrealized
BABA Alibaba Group Holdings ADR 0.0%
Value ($000) $45 Shares 330 Est. Cost $183.54 Unrealized
Banco Santander SA 0.0%
Value ($000) $44 Shares 7,000 Est. Cost $7.17 Unrealized
PacWest Bancorp 0.0%
Value ($000) $44 Shares 1,330 Est. Cost $49.53 Unrealized
IWV iShares Russell 3000 ETF 0.0%
Value ($000) $44 Shares 300 Est. Cost $156.34 Unrealized
Dynex Capital Inc 0.0%
Value ($000) $44 Shares 7,375 Est. Cost $6.63 Unrealized
SNY Sanofi ADR 0.0%
Value ($000) $43 Shares 1,000 Est. Cost $40.08 Unrealized
AKZO Nobel NV Spons ADR 0.0%
Value ($000) $43 Shares 1,599 Est. Cost $31.60 Unrealized
Aaron's Inc 0.0%
Value ($000) $43 Shares 1,020 Est. Cost $54.49 Unrealized
FMS Fresenius Medical Care AG & Co 0.0%
Value ($000) $43 Shares 1,325 Est. Cost $51.42 Unrealized
XLI Industrial Select Sector SPDR 0.0%
Value ($000) $42 Shares 655 Est. Cost $74.29 Unrealized
FLS Flowserve Corp. 0.0%
Value ($000) $42 Shares 1,105 Est. Cost $36.91 Unrealized +8.8%
AEE Ameren Corp. 0.0%
Value ($000) $42 Shares 644 Est. Cost $44.14 Unrealized +23.3%
Dish Network Corporation 0.0%
Value ($000) $42 Shares 1,670 Est. Cost $37.89 Unrealized
RY Royal Bk Canada 0.0%
Value ($000) $41 Shares 600 Est. Cost $81.18 Unrealized -10.1%
NTTYY Nippon Telegraph & Telephone C 0.0%
Value ($000) $41 Shares 1,000 Est. Cost $46.55 Unrealized
FCB Financial Holdings Inc Cla 0.0%
Value ($000) $40 Shares 1,184 Est. Cost $51.10 Unrealized
ASGN ASGN Inc 0.0%
Value ($000) $40 Shares 725 Est. Cost $86.37 Unrealized -24.5%
SUB iShares Short-Term National Mu 0.0%
Value ($000) $39 Shares 366 Est. Cost $105.40 Unrealized
M Macys Inc 0.0%
Value ($000) $38 Shares 1,281 Est. Cost $27.96 Unrealized +17.7%
NWL Newell Brands Inc. 0.0%
Value ($000) $38 Shares 2,050 Est. Cost $19.61 Unrealized -27.6%
MU Micron Technology Inc 0.0%
Value ($000) $38 Shares 1,200 Est. Cost $47.42 Unrealized -22.0%
MDU M D U Resources Group Inc. 0.0%
Value ($000) $38 Shares 1,581 Est. Cost $8.03 Unrealized -1.8%
PBR/A Petroleo Brasileiro SA 0.0%
Value ($000) $38 Shares 3,275 Est. Cost $11.59 Unrealized
MPC Marathon Petroleum Corp 0.0%
Value ($000) $38 Shares 642 Est. Cost $54.98 Unrealized -1.3%
O Realty Income Corp 0.0%
Value ($000) $38 Shares 597 Est. Cost $34.26 Unrealized +23.7%
ROST Ross Stores inc 0.0%
Value ($000) $37 Shares 450 Est. Cost $85.36 Unrealized -1.2%
WELL Welltower Inc 0.0%
Value ($000) $37 Shares 536 Est. Cost $44.07 Unrealized +22.8%
EQR Equity Residential 0.0%
Value ($000) $37 Shares 556 Est. Cost $44.25 Unrealized +16.0%
MLKN Miller Herman Inc. 0.0%
Value ($000) $37 Shares 1,200 Est. Cost $30.93 Unrealized -10.8%
PHG Koninklijke Philips N.V. 0.0%
Value ($000) $36 Shares 1,026 Est. Cost $38.31 Unrealized
PJP Invesco Dynamic Pharmaceutical 0.0%
Value ($000) $36 Shares 574 Est. Cost $67.21 Unrealized
KDDIY KDDI Corp ADR 0.0%
Value ($000) $36 Shares 3,000 Est. Cost $12.80 Unrealized
XMVFX Blackrock Munivest Fund 0.0%
Value ($000) $36 Shares 4,303 Est. Cost $8.90 Unrealized
STT State Street Corp 0.0%
Value ($000) $35 Shares 555 Est. Cost $72.88 Unrealized -22.0%
PLD Prologis Trust Sh Ben 0.0%
Value ($000) $35 Shares 600 Est. Cost $49.87 Unrealized +6.5%
Blackrock Muniyield Quality Fd 0.0%
Value ($000) $35 Shares 2,887 Est. Cost $12.70 Unrealized
DAL Delta Air Lines Inc 0.0%
Value ($000) $34 Shares 677 Est. Cost $49.40 Unrealized +3.4%
PKG Packaging Corp of America 0.0%
Value ($000) $34 Shares 400 Est. Cost $95.04 Unrealized -21.4%
KMX CarMax Inc 0.0%
Value ($000) $33 Shares 525 Est. Cost $66.77 Unrealized -1.2%
FXO First Trust Financials AlphaDE 0.0%
Value ($000) $33 Shares 1,210 Est. Cost $31.04 Unrealized
Anixter International Inc. 0.0%
Value ($000) $33 Shares 600 Est. Cost $75.75 Unrealized
ED Consolidated Edison Inc. 0.0%
Value ($000) $32 Shares 425 Est. Cost $58.47 Unrealized +3.4%
REZI Resideo Technologies 0.0%
Value ($000) $32 Shares 1,579 Est. Cost $21.34 Unrealized 0.0%
DVY iShares DJ Select Dividend ETF 0.0%
Value ($000) $32 Shares 360 Est. Cost $90.28 Unrealized
WING Wingstop Inc 0.0%
Value ($000) $32 Shares 500 Est. Cost $45.92 Unrealized +42.3%
CAT Caterpillar Inc. 0.0%
Value ($000) $32 Shares 250 Est. Cost $120.13 Unrealized -7.2%
American Finance Trust Inc 0.0%
Value ($000) $32 Shares 2,380 Est. Cost $15.26 Unrealized
Apergy Corp 0.0%
Value ($000) $31 Shares 1,150 Est. Cost $41.97 Unrealized
Morgan Stanley Emerging Mkts F 0.0%
Value ($000) $31 Shares 1,900 Est. Cost $18.43 Unrealized
Cimarex Energy Co 0.0%
Value ($000) $31 Shares 499 Est. Cost $95.78 Unrealized
HUBB Hubbell Inc 0.0%
Value ($000) $31 Shares 309 Est. Cost $111.96 Unrealized -15.0%
TXRH Texas Roadhouse Inc 0.0%
Value ($000) $30 Shares 500 Est. Cost $50.51 Unrealized +13.0%
PNW Pinnacle West Cap Corp 0.0%
Value ($000) $30 Shares 350 Est. Cost $64.12 Unrealized 0.0%
SPIB SPDR Portfolio Intermediate Te 0.0%
Value ($000) $30 Shares 900 Est. Cost $33.54 Unrealized
AMAT Applied Materials Inc. 0.0%
Value ($000) $30 Shares 903 Est. Cost $50.88 Unrealized -37.7%
Invesco Municipal Trust 0.0%
Value ($000) $29 Shares 2,642 Est. Cost $11.69 Unrealized
Carter Validus Mission Critica 0.0%
Value ($000) $29 Shares 5,500 Est. Cost $6.26 Unrealized
MOS Mosaic Co 0.0%
Value ($000) $29 Shares 1,000 Est. Cost $23.14 Unrealized +25.4%
Nuveen Preferred & Income Secu 0.0%
Value ($000) $29 Shares 3,458 Est. Cost $9.84 Unrealized
YUMC Yum China Holdings Inc 0.0%
Value ($000) $29 Shares 851 Est. Cost $43.00 Unrealized -20.2%
TSLA Tesla Motors Inc Com 0.0%
Value ($000) $28 Shares 85 Est. Cost $22.00 Unrealized -2.2%
National Oilwell Varco 0.0%
Value ($000) $28 Shares 1,100 Est. Cost $36.81 Unrealized
GATX Gatx Corp. 0.0%
Value ($000) $28 Shares 399 Est. Cost $57.96 Unrealized +17.4%
YY Inc ADR 0.0%
Value ($000) $28 Shares 470 Est. Cost $100.47 Unrealized
AFL AFLAC Incorporated 0.0%
Value ($000) $27 Shares 600 Est. Cost $36.79 Unrealized +2.2%
EWJ iShares MSCI Japan ETF 0.0%
Value ($000) $27 Shares 537 Est. Cost $60.68 Unrealized
EMB iShares JPMorgan USD Emerg Mar 0.0%
Value ($000) $27 Shares 260 Est. Cost $112.82 Unrealized
TDC Teradata Corp 0.0%
Value ($000) $27 Shares 700 Est. Cost $39.39 Unrealized -7.1%
BEN Franklin Resources Inc 0.0%
Value ($000) $26 Shares 877 Est. Cost $24.62 Unrealized -10.9%
LVS Las Vegas Sands Corp. 0.0%
Value ($000) $26 Shares 500 Est. Cost $47.68 Unrealized 0.0%
FUL H B Fuller Co 0.0%
Value ($000) $26 Shares 600 Est. Cost $46.76 Unrealized -11.8%
VTR Ventas Inc 0.0%
Value ($000) $25 Shares 427 Est. Cost $37.44 Unrealized +17.5%
TSCO Tractor Supply Co 0.0%
Value ($000) $25 Shares 300 Est. Cost $12.33 Unrealized +30.3%
SPDR Barclays Capital High Yie 0.0%
Value ($000) $25 Shares 735 Est. Cost $33.59 Unrealized
CRM Salesforce Com 0.0%
Value ($000) $25 Shares 180 Est. Cost $113.46 Unrealized +19.8%
QDF FlexShares Quality Dividend 0.0%
Value ($000) $24 Shares 615 Est. Cost $43.73 Unrealized
ESS Essex Property Trust 0.0%
Value ($000) $24 Shares 99 Est. Cost $175.97 Unrealized +12.0%
DDS Dillards Inc 0.0%
Value ($000) $24 Shares 400 Est. Cost $61.22 Unrealized -15.1%
MUNI PIMCO Intermediate Municipal B 0.0%
Value ($000) $24 Shares 450 Est. Cost $52.79 Unrealized
Apache Corp 0.0%
Value ($000) $23 Shares 890 Est. Cost $38.48 Unrealized
VGK Vanguard FTSE Europe ETF 0.0%
Value ($000) $23 Shares 476 Est. Cost $58.15 Unrealized
VYX NCR Corp. 0.0%
Value ($000) $23 Shares 1,000 Est. Cost $21.07 Unrealized -25.5%
PSA Public Storage 0.0%
Value ($000) $23 Shares 114 Est. Cost $156.84 Unrealized -3.2%
TELFY Telefonica SA Spons ADR 0.0%
Value ($000) $23 Shares 2,641 Est. Cost $9.42 Unrealized
XNTK SPDR NYSE Technology ETF 0.0%
Value ($000) $23 Shares 385 Est. Cost $88.93 Unrealized
ITM Vaneck Vectors AMT-Free Inter 0.0%
Value ($000) $23 Shares 476 Est. Cost $47.57 Unrealized
XBKNX Blackrock Quality Municipal Tr 0.0%
Value ($000) $22 Shares 1,700 Est. Cost $13.79 Unrealized
Welbilt Inc 0.0%
Value ($000) $22 Shares 2,000 Est. Cost $19.45 Unrealized
TXNM PNM Resources Inc 0.0%
Value ($000) $22 Shares 538 Est. Cost $39.18 Unrealized +4.6%
Newfield Expl Co Com 0.0%
Value ($000) $22 Shares 1,500 Est. Cost $24.01 Unrealized
RSP Invesco S&P 500 Equal Weight E 0.0%
Value ($000) $22 Shares 240 Est. Cost $101.89 Unrealized
ZTS Zoetis Inc Cl A 0.0%
Value ($000) $21 Shares 250 Est. Cost $83.66 Unrealized +1.6%
GPDNF Groupe Danone 0.0%
Value ($000) $21 Shares 300 Est. Cost $81.90 Unrealized -11.0%
Western Asset Emerg Mkts Debt 0.0%
Value ($000) $20 Shares 1,654 Est. Cost $14.63 Unrealized
FXI iShares FTSE China Large-Cap E 0.0%
Value ($000) $20 Shares 519 Est. Cost $42.82 Unrealized
Level One Bancorp Inc 0.0%
Value ($000) $20 Shares 894 Est. Cost $27.20 Unrealized
Celgene Corp 0.0%
Value ($000) $20 Shares 310 Est. Cost $89.21 Unrealized
TREE LendingTree Inc 0.0%
Value ($000) $19 Shares 88 Est. Cost $328.15 Unrealized
BR Broadridge Financial Solutions 0.0%
Value ($000) $19 Shares 200 Est. Cost $96.56 Unrealized -0.8%
CyrusOne Inc 0.0%
Value ($000) $19 Shares 350 Est. Cost $51.67 Unrealized
Eaton Vance Tax-Managed Global 0.0%
Value ($000) $19 Shares 2,500 Est. Cost $7.46 Unrealized
SIEGY Siemens A G ADR 0.0%
Value ($000) $19 Shares 332 Est. Cost $63.66 Unrealized
AMD Advanced Micro Devices Inc 0.0%
Value ($000) $18 Shares 1,000 Est. Cost $11.86 Unrealized +82.4%
International Speedway Corpora 0.0%
Value ($000) $18 Shares 400 Est. Cost $45.00 Unrealized
Perspecta Inc 0.0%
Value ($000) $18 Shares 1,040 Est. Cost $20.62 Unrealized
MGM MGM Resorts International 0.0%
Value ($000) $18 Shares 725 Est. Cost $33.68 Unrealized -24.8%
CAG Conagra Inc. 0.0%
Value ($000) $17 Shares 800 Est. Cost $27.24 Unrealized -10.7%
F Ford Motor Co. 0.0%
Value ($000) $17 Shares 2,178 Est. Cost $7.48 Unrealized -17.0%
Nuveen AMT-Free QLTY Municipal 0.0%
Value ($000) $17 Shares 1,351 Est. Cost $13.06 Unrealized
C Citigroup Inc. 0.0%
Value ($000) $17 Shares 317 Est. Cost $57.64 Unrealized -14.4%
EXC Exelon Corp 0.0%
Value ($000) $16 Shares 362 Est. Cost $20.88 Unrealized +19.4%
GM General Motors 0.0%
Value ($000) $16 Shares 471 Est. Cost $35.11 Unrealized -10.8%
FTI TechnipFMC plc 0.0%
Value ($000) $16 Shares 800 Est. Cost $21.36 Unrealized -18.5%
KN Knowles Corp 0.0%
Value ($000) $16 Shares 1,175 Est. Cost $14.57 Unrealized +0.5%
XMVTX Blackrock Munivest Fund II 0.0%
Value ($000) $15 Shares 1,167 Est. Cost $14.41 Unrealized
NWN Northwest Natural Holding Comp 0.0%
Value ($000) $15 Shares 251 Est. Cost $66.85 Unrealized 0.0%
BHP BHP Billiton Ltd 0.0%
Value ($000) $15 Shares 310 Est. Cost $44.43 Unrealized
Aqua America Inc 0.0%
Value ($000) $15 Shares 437 Est. Cost $34.06 Unrealized
REGN Regeneron Pharmaceuticals Inc 0.0%
Value ($000) $15 Shares 40 Est. Cost $345.90 Unrealized +5.2%
TROW T Rowe Price Group Inc. 0.0%
Value ($000) $15 Shares 160 Est. Cost $82.41 Unrealized -11.3%
WMB Williams Companies Inc. 0.0%
Value ($000) $15 Shares 666 Est. Cost $19.06 Unrealized -12.1%
Nuveen Dividend Advantage Muni 0.0%
Value ($000) $15 Shares 1,089 Est. Cost $14.21 Unrealized
WSM Williams Sonoma Inc. 0.0%
Value ($000) $15 Shares 289 Est. Cost $22.14 Unrealized +10.7%
WH Wyndham Hotels & Resorts Inc 0.0%
Value ($000) $14 Shares 317 Est. Cost $60.97 Unrealized -20.5%
First Trust MLP & Energy Inc F 0.0%
Value ($000) $14 Shares 1,462 Est. Cost $12.25 Unrealized
CVE Cenovus Energy Inc 0.0%
Value ($000) $14 Shares 2,000 Est. Cost $7.61 Unrealized -5.5%
Duke Realty Corporation 0.0%
Value ($000) $14 Shares 522 Est. Cost $26.48 Unrealized
KAOOY Kao Corp Unsponsered ADR 0.0%
Value ($000) $13 Shares 900 Est. Cost $16.13 Unrealized
IDCC InterDigital Inc 0.0%
Value ($000) $13 Shares 200 Est. Cost $76.57 Unrealized -4.9%
FIW First Trust ISE Water 0.0%
Value ($000) $13 Shares 300 Est. Cost $47.75 Unrealized
XIFR NextEra Energy Partners, LP 0.0%
Value ($000) $13 Shares 300 Est. Cost $40.48 Unrealized +12.6%
GTX Garrett Motion Inc 0.0%
Value ($000) $13 Shares 1,030 Est. Cost $13.59 Unrealized 0.0%
PAYX Paychex Inc. 0.0%
Value ($000) $13 Shares 195 Est. Cost $52.37 Unrealized +5.1%
TV Grupo Televisa, S.A. GDS 0.0%
Value ($000) $13 Shares 1,000 Est. Cost $15.96 Unrealized
AMP Ameriprise Financial Incorpora 0.0%
Value ($000) $13 Shares 120 Est. Cost $139.94 Unrealized -21.5%
VLO Valero Energy Corp New 0.0%
Value ($000) $13 Shares 167 Est. Cost $72.73 Unrealized -9.9%
CODI Compass Diversified Holdings 0.0%
Value ($000) $12 Shares 1,000 Est. Cost $10.41 Unrealized -2.4%
DON WisdomTree MidCap Dividend 0.0%
Value ($000) $12 Shares 393 Est. Cost $34.12 Unrealized
BASFY BASF SE Sponsored ADR 0.0%
Value ($000) $12 Shares 700 Est. Cost $25.39 Unrealized
Nuveen PA Invt Qty 0.0%
Value ($000) $12 Shares 1,000 Est. Cost $12.57 Unrealized
LNT Alliant Energy Corporation 0.0%
Value ($000) $12 Shares 286 Est. Cost $30.84 Unrealized +14.1%
DEM Wisdomtree Emerging Mkt High Y 0.0%
Value ($000) $12 Shares 300 Est. Cost $47.82 Unrealized
ALPS Alerian MLP ETF 0.0%
Value ($000) $12 Shares 1,355 Est. Cost $9.37 Unrealized
AKR Acadia Realty Trust 0.0%
Value ($000) $12 Shares 490 Est. Cost $24.87 Unrealized
HUN Huntsman Corp 0.0%
Value ($000) $12 Shares 600 Est. Cost $32.73 Unrealized -34.5%
DTE DTE Energy Company 0.0%
Value ($000) $12 Shares 104 Est. Cost $67.23 Unrealized +14.2%
UNM Unum Group 0.0%
Value ($000) $12 Shares 392 Est. Cost $52.25 Unrealized -33.0%
PPL PPL Corporation 0.0%
Value ($000) $11 Shares 400 Est. Cost $20.88 Unrealized +6.6%
BlackRock Credit Allocation In 0.0%
Value ($000) $11 Shares 1,019 Est. Cost $12.67 Unrealized
VREX Varex Imaging Corp 0.0%
Value ($000) $11 Shares 480 Est. Cost $38.13 Unrealized -33.4%
Wyndham Destinations Inc 0.0%
Value ($000) $11 Shares 317 Est. Cost $114.43 Unrealized
CKHUY CK Hutchinson Holdings LTD ADR 0.0%
Value ($000) $11 Shares 1,166 Est. Cost $11.99 Unrealized
AA Alcoa Corp 0.0%
Value ($000) $11 Shares 415 Est. Cost $47.30 Unrealized -32.1%
CHTH CNL Healthcare Properties Inc 0.0%
Value ($000) $11 Shares 1,062 Est. Cost $10.32 Unrealized
RIO Rio Tinto PLC Spnsrd ADR 0.0%
Value ($000) $11 Shares 225 Est. Cost $53.34 Unrealized
WHR Whirlpool Corp 0.0%
Value ($000) $11 Shares 101 Est. Cost $167.03 Unrealized -32.1%
SCHP Schwab US TIPS ETF 0.0%
Value ($000) $11 Shares 200 Est. Cost $53.25 Unrealized
HSBC HSBC Holdings PLC Sponsored AD 0.0%
Value ($000) $10 Shares 254 Est. Cost $48.72 Unrealized
Zivo Bioscience Inc 0.0%
Value ($000) $10 Shares 80,000 Est. Cost $0.10 Unrealized
NBTB NBT Bancorp Inc 0.0%
Value ($000) $10 Shares 288 Est. Cost $36.65 Unrealized +0.2%
BP BP P.L.C Sponsored ADR 0.0%
Value ($000) $9 Shares 250 Est. Cost $40.54 Unrealized
WAT Waters Corp. 0.0%
Value ($000) $9 Shares 50 Est. Cost $193.64 Unrealized -1.9%
Southern National Bancorp of V 0.0%
Value ($000) $9 Shares 692 Est. Cost $15.84 Unrealized
THG Hanover Insurance Group Inc 0.0%
Value ($000) $9 Shares 78 Est. Cost $88.48 Unrealized +1.2%
CMF iShares California AMT-Free Mu 0.0%
Value ($000) $9 Shares 150 Est. Cost $58.37 Unrealized
TEVA Teva Pharmaceutical-SP ADR 0.0%
Value ($000) $9 Shares 565 Est. Cost $23.49 Unrealized
KWR Quaker Chemical Corp 0.0%
Value ($000) $9 Shares 49 Est. Cost $151.55 Unrealized +27.2%
SLM SLM Corp (New) 0.0%
Value ($000) $8 Shares 1,000 Est. Cost $11.39 Unrealized -12.6%
PRU Prudential Financial Inc 0.0%
Value ($000) $8 Shares 100 Est. Cost $73.91 Unrealized -12.5%
Nanoviricides Inc 0.0%
Value ($000) $8 Shares 40,714 Est. Cost $0.82 Unrealized
XPHTX Pioneer High Income Tr 0.0%
Value ($000) $8 Shares 1,000 Est. Cost $9.39 Unrealized
High Income Securities Fund 0.0%
Value ($000) $8 Shares 900 Est. Cost $9.37 Unrealized
SAM Boston Beer Co Inc Cl A 0.0%
Value ($000) $8 Shares 33 Est. Cost $183.93 Unrealized +52.0%
Streamline Health Solutions In 0.0%
Value ($000) $8 Shares 10,200 Est. Cost $1.48 Unrealized
Nuveen Dividend Advantage Muni 0.0%
Value ($000) $8 Shares 600 Est. Cost $13.20 Unrealized
BIIB Biogen Inc 0.0%
Value ($000) $8 Shares 25 Est. Cost $310.41 Unrealized +2.8%
EMN Eastman Chemical Co 0.0%
Value ($000) $7 Shares 100 Est. Cost $77.04 Unrealized -19.8%
VOD Vodafone Group PLC New 0.0%
Value ($000) $7 Shares 369 Est. Cost $27.77 Unrealized
RVTY Perkinelmer Inc Com 0.0%
Value ($000) $7 Shares 93 Est. Cost $75.69 Unrealized +9.7%
ILCB iShares Morningstar Large-Cap 0.0%
Value ($000) $7 Shares 50 Est. Cost $153.32 Unrealized
LUV Southwest Airlines Co. 0.0%
Value ($000) $7 Shares 150 Est. Cost $54.35 Unrealized -10.8%
BWA BorgWarner Inc 0.0%
Value ($000) $7 Shares 200 Est. Cost $29.94 Unrealized 0.0%
LogMeIn Inc 0.0%
Value ($000) $7 Shares 85 Est. Cost $115.55 Unrealized
SNX Synnex Corporation 0.0%
Value ($000) $7 Shares 85 Est. Cost $36.40 Unrealized 0.0%
Western Asset Infl Linked Opps 0.0%
Value ($000) $7 Shares 656 Est. Cost $11.32 Unrealized
ACM Aecom 0.0%
Value ($000) $6 Shares 226 Est. Cost $35.51 Unrealized -17.6%
NEM Newmont Mining Corp Holding Co 0.0%
Value ($000) $6 Shares 171 Est. Cost $31.31 Unrealized -16.8%
EZM WisdomTree US MidCap Earnings 0.0%
Value ($000) $6 Shares 165 Est. Cost $38.68 Unrealized
LYB LyondellBasell Industries NV 0.0%
Value ($000) $5 Shares 66 Est. Cost $68.99 Unrealized -16.0%
XLRE Real Estate Select Sector SPDR 0.0%
Value ($000) $5 Shares 177 Est. Cost $31.00 Unrealized
Hanesbrands Inc 0.0%
Value ($000) $5 Shares 434 Est. Cost $18.42 Unrealized
Proshares Ultrashort S&P 500 0.0%
Value ($000) $5 Shares 125 Est. Cost $38.22 Unrealized
Dell Technologies Inc V 0.0%
Value ($000) $5 Shares 65 Est. Cost $73.21 Unrealized
Shire PLC ADR 0.0%
Value ($000) $5 Shares 29 Est. Cost $173.19 Unrealized
CCL Carnival Corp 0.0%
Value ($000) $5 Shares 100 Est. Cost $60.70 Unrealized -10.9%
Alexion Pharmaceuticals Inc 0.0%
Value ($000) $5 Shares 50 Est. Cost $111.46 Unrealized
INRE Inland Real Estate Income Trus 0.0%
Value ($000) $5 Shares 245 Est. Cost $19.63 Unrealized
Advent Claymore Convtbl Secs & 0.0%
Value ($000) $5 Shares 375 Est. Cost $15.08 Unrealized
WisdomTree Total Earnings 0.0%
Value ($000) $5 Shares 165 Est. Cost $31.14 Unrealized
MUR Murphy Oil Corp 0.0%
Value ($000) $5 Shares 200 Est. Cost $21.71 Unrealized +8.8%
Nordstrom Inc. 0.0%
Value ($000) $5 Shares 100 Est. Cost $48.41 Unrealized
MTD Mettler Toledo International 0.0%
Value ($000) $5 Shares 8 Est. Cost $628.64 Unrealized -7.6%
LGND Ligand Pharmaceuticals Inc 0.0%
Value ($000) $4 Shares 33 Est. Cost $98.89 Unrealized +7.8%
BHF Brighthouse Financial Inc. 0.0%
Value ($000) $4 Shares 145 Est. Cost $57.75 Unrealized -32.4%
VPL Vanguard FTSE Pacific ETF 0.0%
Value ($000) $4 Shares 71 Est. Cost $72.25 Unrealized
ASIX Advansix Inc 0.0%
Value ($000) $4 Shares 175 Est. Cost $36.01 Unrealized -29.6%
IHE iShares Dow Jones US Pharmaceu 0.0%
Value ($000) $4 Shares 30 Est. Cost $147.53 Unrealized
IYW iShares Dow Jones US Technolog 0.0%
Value ($000) $4 Shares 26 Est. Cost $169.54 Unrealized
MFS Charter Income Trust 0.0%
Value ($000) $4 Shares 575 Est. Cost $8.12 Unrealized
LMPMY Lee & Man Paper Mfg LTD ADR 0.0%
Value ($000) $4 Shares 500 Est. Cost $10.47 Unrealized
Zynga Inc Class A 0.0%
Value ($000) $4 Shares 1,029 Est. Cost $3.66 Unrealized
SCHH Schwab US REIT ETF 0.0%
Value ($000) $4 Shares 100 Est. Cost $39.34 Unrealized
LTRE Learning Tree International In 0.0%
Value ($000) $4 Shares 15,340 Est. Cost $1.12 Unrealized 0.0%
MUSA Murphy USA Inc 0.0%
Value ($000) $4 Shares 50 Est. Cost $75.89 Unrealized +1.0%
HAL Halliburton Co. 0.0%
Value ($000) $4 Shares 133 Est. Cost $42.09 Unrealized -30.8%
QCLN First TR Clean Energy Green 0.0%
Value ($000) $4 Shares 200 Est. Cost $19.52 Unrealized
Tortoise Energy Infrastructure 0.0%
Value ($000) $3 Shares 130 Est. Cost $26.53 Unrealized
EWH iShares MSCI Hong Kong ETF 0.0%
Value ($000) $3 Shares 150 Est. Cost $25.31 Unrealized
Cincinnati Bell Inc. 0.0%
Value ($000) $3 Shares 421 Est. Cost $13.85 Unrealized
VNM Vaneck Vectors Vietnam ETF 0.0%
Value ($000) $3 Shares 200 Est. Cost $19.56 Unrealized
BH Biglari Holdings Inc Class B 0.0%
Value ($000) $3 Shares 25 Est. Cost $226.63 Unrealized -34.9%
Covanta Holding Corporation 0.0%
Value ($000) $3 Shares 200 Est. Cost $14.08 Unrealized
Allergan PLC 0.0%
Value ($000) $3 Shares 21 Est. Cost $168.29 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
CC The Chemours Co 0.0%
Value ($000) $2 Shares 80 Est. Cost $33.43 Unrealized -29.5%
BBVA Banco Bilbao Vizcaya Argentina 0.0%
Value ($000) $2 Shares 426 Est. Cost $7.90 Unrealized
Swiss Helvetia Fd Inc Com 0.0%
Value ($000) $2 Shares 307 Est. Cost $10.56 Unrealized
ICLN iShares Global Clean Energy ET 0.0%
Value ($000) $2 Shares 255 Est. Cost $9.50 Unrealized
Eaton Vance Tax-Managed Buy-Wr 0.0%
Value ($000) $2 Shares 150 Est. Cost $14.89 Unrealized
EWS iShares MSCI Singapore Capped 0.0%
Value ($000) $1 Shares 62 Est. Cost $26.68 Unrealized
PowerShares S&P Global Water E 0.0%
Value ($000) $1 Shares 42 Est. Cost $33.50 Unrealized
Eaton Vance Risk-Mgd Divers Eq 0.0%
Value ($000) $1 Shares 150 Est. Cost $8.99 Unrealized
BH/A Biglari Holdings Inc Class A 0.0%
Value ($000) $1 Shares 2 Est. Cost $994.08 Unrealized -22.1%
Crane Co 0.0%
Value ($000) $1 Shares 15 Est. Cost $98.33 Unrealized
Engility Holdings Inc 0.0%
Value ($000) $1 Shares 35 Est. Cost $24.40 Unrealized
Diebold Inc. 0.0%
Value ($000) $1 Shares 366 Est. Cost $15.40 Unrealized
EPR EPR Properties 0.0%
Value ($000) $1 Shares 14 Est. Cost $55.79 Unrealized
Key Energy Services Inc Exp 12 0.0%
Value ($000) $1 Shares 8 Est. Cost Unrealized
Key Energy Services Inc Exp 12 0.0%
Value ($000) $1 Shares 8 Est. Cost Unrealized
UNFI United Natural Foods Inc 0.0%
Value ($000) $1 Shares 77 Est. Cost $45.23 Unrealized -53.5%
EWM iShares MSCI Malaysia (Free) E 0.0%
Value ($000) $1 Shares 25 Est. Cost $36.16 Unrealized
BBU Brookfield Business Partners L 0.0%
Value ($000) $1 Shares 36 Est. Cost $36.00 Unrealized
PCG P G & E Corp. 0.0%
Value ($000) $0 Shares 20 Est. Cost $41.94 Unrealized -15.7%
ERIC Ericsson L M Tel Co 0.0%
Value ($000) $0 Shares 50 Est. Cost $6.40 Unrealized
Penney (J C) Co Inc. 0.0%
Value ($000) $0 Shares 400 Est. Cost $3.02 Unrealized
VRTS Virtus Investment Partners Inc 0.0%
Value ($000) $0 Shares 5 Est. Cost $99.31 Unrealized -22.4%
UAA Under Armour Inc 0.0%
Value ($000) $0 Shares 20 Est. Cost $15.65 Unrealized +31.2%
UA Under Armour Inc Cl C 0.0%
Value ($000) $0 Shares 20 Est. Cost $14.09 Unrealized +34.3%
PREKF PrairieSky Royalty LTD 0.0%
Value ($000) $0 Shares 23 Est. Cost $23.52 Unrealized -37.2%
Renewable Energy Group Inc 0.0%
Value ($000) $0 Shares 10 Est. Cost $12.80 Unrealized
Regional Health Properties Inc 0.0%
Value ($000) $0 Shares 1,931 Est. Cost $0.37 Unrealized
VSMD Vasamed Inc 0.0%
Value ($000) $0 Shares 27,513 Est. Cost $0.01 Unrealized -25.9%
CCUR Holdings Inc 0.0%
Value ($000) $0 Shares 55 Est. Cost $4.80 Unrealized
China Rapid Finance Ltd ADR 0.0%
Value ($000) $0 Shares 127 Est. Cost $4.98 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
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
AOK iShares Core Conservative Allo 0.0%
Value ($000) $0 Shares 2 Est. Cost $34.00 Unrealized
SHE SPDR SSGA Gender Diversity ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost $72.00 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
Sanofi-Aventis SA Contingent V 0.0%
Value ($000) $0 Shares 100 Est. Cost $0.50 Unrealized
Motors Liq Co GUC Trust 0.0%
Value ($000) $0 Shares 5 Est. Cost $9.40 Unrealized
Titan Medical Inc 0.0%
Value ($000) $0 Shares 33 Est. Cost $5.61 Unrealized
GURU Global X Guru Index ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost $32.00 Unrealized
ETFMG Alternative Harvest ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost $29.00 Unrealized
Western Asset Global High Inc 0.0%
Value ($000) $0 Shares 2 Est. Cost $9.47 Unrealized
American International Group W 0.0%
Value ($000) $0 Shares 2 Est. Cost $16.50 Unrealized
Harvest Oil & Gas Warrants 0.0%
Value ($000) $0 Shares 5 Est. Cost $2.00 Unrealized
Frontier Communications Corpor 0.0%
Value ($000) $0 Shares 1 Est. Cost $7.44 Unrealized
Wichita Develpoment Corp 0.0%
Value ($000) $0 Shares 333 Est. Cost Unrealized
Cardia Inc 0.0%
Value ($000) $0 Shares 5,702 Est. Cost Unrealized
Encorium Group Inc 0.0%
Value ($000) $0 Shares 52 Est. Cost Unrealized
RINO RINO International Corporation 0.0%
Value ($000) $0 Shares 100 Est. Cost $0.00 Unrealized 0.0%
KDD Group NV 0.0%
Value ($000) $0 Shares 100,002 Est. Cost Unrealized