United Parcel Service
(UPS)
|
24.8 |
$94M |
|
786k |
119.82 |
Johnson & Johnson
(JNJ)
|
8.3 |
$32M |
|
244k |
129.38 |
Vanguard Admiral Fds Inc equity
(VOOV)
|
7.5 |
$28M |
|
246k |
114.96 |
Vanguard Admiral Fds Inc equity
(VOOG)
|
7.3 |
$28M |
|
172k |
161.66 |
Vanguard Europe Pacific ETF
(VEA)
|
4.7 |
$18M |
|
430k |
41.08 |
BLACKROCK MUN TARGET TERM TR SHARES Of Ben
(BTT)
|
3.3 |
$12M |
|
526k |
23.66 |
Vanguard Intermediate Tm Cpte Bd ETF
(VCIT)
|
3.1 |
$12M |
|
128k |
91.24 |
Vanguard Intmdte Tm Govt Bd ETF
(VGIT)
|
2.5 |
$9.5M |
|
142k |
66.67 |
iShares S&P US Pref Stock Idx Fnd
(PFF)
|
2.2 |
$8.2M |
|
219k |
37.53 |
Nuveen Multi-Strategy Inc & Growth Fd 2
(JQC)
|
2.1 |
$8.1M |
|
1.1M |
7.48 |
Schwab Emerging Markets Equity ETF
(SCHE)
|
2.1 |
$7.8M |
|
312k |
25.13 |
Invesco S&p High Income Infrastructure Etf etf
|
2.1 |
$7.8M |
|
287k |
27.21 |
Vanguard Mid-Cap Value ETF
(VOE)
|
2.0 |
$7.7M |
|
69k |
113.00 |
IndexIQ IQ ARB Merger Arbitrage ETF
(MNA)
|
2.0 |
$7.7M |
|
241k |
32.05 |
Suncoke Energy
(SXC)
|
2.0 |
$7.6M |
|
1.4M |
5.64 |
Sch Us Mid-cap Etf etf
(SCHM)
|
1.9 |
$7.4M |
|
130k |
56.54 |
Apple
(AAPL)
|
1.8 |
$6.7M |
|
30k |
223.98 |
Genesis Energy
(GEL)
|
1.7 |
$6.4M |
|
300k |
21.47 |
Jp Morgan Alerian Mlp Index
|
1.6 |
$6.2M |
|
265k |
23.27 |
Vanguard Small-Cap Value ETF
(VBR)
|
1.6 |
$6.1M |
|
48k |
128.84 |
Ishares Tr core intl aggr
(IAGG)
|
1.6 |
$6.1M |
|
109k |
55.79 |
Ngl Energy Partners Lp Com Uni
(NGL)
|
1.5 |
$5.6M |
|
400k |
13.91 |
Energy Transfer Equity
(ET)
|
1.4 |
$5.3M |
|
409k |
13.08 |
Amazon
(AMZN)
|
1.4 |
$5.1M |
|
3.0k |
1736.08 |
Vanguard Total Bond Market ETF
(BND)
|
1.1 |
$4.1M |
|
48k |
84.44 |
Sprouts Fmrs Mkt
(SFM)
|
1.1 |
$4.1M |
|
211k |
19.34 |
Exxon Mobil Corporation
(XOM)
|
0.9 |
$3.4M |
|
48k |
70.60 |
Firsthand Tech Value
(SVVC)
|
0.6 |
$2.4M |
|
313k |
7.65 |
Vanguard Mortgage Bkd Sects ETF
(VMBS)
|
0.5 |
$2.1M |
|
39k |
53.25 |
Vanguard Small-Cap Growth ETF
(VBK)
|
0.5 |
$1.8M |
|
10k |
182.06 |
Toll Brothers
(TOL)
|
0.4 |
$1.6M |
|
40k |
41.05 |
Procter & Gamble Company
(PG)
|
0.4 |
$1.6M |
|
13k |
124.43 |
Wells Fargo & Company
(WFC)
|
0.3 |
$1.2M |
|
24k |
50.43 |
Ishares Trust Barclays
(CMBS)
|
0.2 |
$852k |
|
16k |
53.48 |
UBS AG LONDON BRH ETRAC Aler Mlp etp
|
0.2 |
$816k |
|
56k |
14.67 |
Trinet
(TNET)
|
0.2 |
$797k |
|
13k |
62.19 |
Spdr S&p 500 Etf
(SPY)
|
0.2 |
$775k |
|
2.6k |
296.71 |
Netflix
(NFLX)
|
0.2 |
$733k |
|
2.7k |
267.52 |
Facebook Inc cl a
(META)
|
0.2 |
$721k |
|
4.1k |
177.98 |
Roku
(ROKU)
|
0.2 |
$717k |
|
7.1k |
101.70 |
At&t
(T)
|
0.1 |
$559k |
|
15k |
37.81 |
Invesco Senior Loan Etf otr
(BKLN)
|
0.1 |
$487k |
|
22k |
22.58 |
Zoom Video Communications In cl a
(ZM)
|
0.1 |
$495k |
|
6.5k |
76.15 |
Berkshire Hathaway
(BRK.B)
|
0.1 |
$441k |
|
2.1k |
208.22 |
PIMCO High Income Fund
(PHK)
|
0.1 |
$458k |
|
59k |
7.74 |
Alibaba Group Holding
(BABA)
|
0.1 |
$427k |
|
2.6k |
167.39 |
Invesco Qqq Trust Series 1
(QQQ)
|
0.1 |
$408k |
|
2.2k |
188.80 |
Visa
(V)
|
0.1 |
$366k |
|
2.1k |
171.99 |
PIMCO Global StocksPLUS & Income Fund
(PGP)
|
0.1 |
$386k |
|
34k |
11.52 |
Prospect Capital Corporation
(PSEC)
|
0.1 |
$336k |
|
51k |
6.59 |
Nuveen Barclays Shrt Term Muni bdfund
(SHM)
|
0.1 |
$340k |
|
6.9k |
48.93 |
Verizon Communications
(VZ)
|
0.1 |
$278k |
|
4.6k |
60.32 |
Annaly Capital Management
|
0.1 |
$211k |
|
24k |
8.79 |
Dominion Resources
(D)
|
0.1 |
$231k |
|
2.9k |
80.94 |
Pimco Dynamic Credit Income other
|
0.1 |
$213k |
|
8.7k |
24.48 |
Etsy
(ETSY)
|
0.1 |
$244k |
|
4.3k |
56.42 |
Agnc Invt Corp Com reit
(AGNC)
|
0.1 |
$225k |
|
14k |
16.07 |
Spdr Ser Tr 1 3 hgh yield
(BIL)
|
0.1 |
$222k |
|
2.4k |
91.47 |
BlackRock Corporate High Yield Fund VI
(HYT)
|
0.1 |
$172k |
|
16k |
10.75 |
Blackrock California Mun. Income Trust
(BFZ)
|
0.1 |
$177k |
|
13k |
13.71 |
Madison Covered Call Eq Strat
(MCN)
|
0.1 |
$175k |
|
27k |
6.41 |
Allianzgi Conv & Inc Fd taxable cef
|
0.1 |
$192k |
|
34k |
5.65 |
Allianzgi Conv & Income Fd I
|
0.1 |
$179k |
|
36k |
5.04 |
Cornerstone Strategic Value
(CLM)
|
0.1 |
$182k |
|
16k |
11.38 |
General Electric Company
|
0.0 |
$136k |
|
15k |
8.93 |
CenturyLink
|
0.0 |
$151k |
|
12k |
12.47 |
Blackrock Kelso Capital
|
0.0 |
$170k |
|
34k |
5.00 |
Blackrock Muniyield California Ins Fund
|
0.0 |
$148k |
|
10k |
14.38 |
Capitala Finance
|
0.0 |
$133k |
|
16k |
8.31 |
New Residential Investment
(RITM)
|
0.0 |
$165k |
|
11k |
15.71 |
Liberty All-Star Equity Fund
(USA)
|
0.0 |
$96k |
|
15k |
6.40 |
Putnam Master Int. Income
(PIM)
|
0.0 |
$60k |
|
13k |
4.62 |
Catalyst Pharmaceutical Partners
(CPRX)
|
0.0 |
$71k |
|
13k |
5.31 |
Fs Investment Corporation
|
0.0 |
$58k |
|
10k |
5.80 |
Energous
|
0.0 |
$50k |
|
15k |
3.32 |