FineMark National Bank & Trust as of June 30, 2017
Portfolio Holdings for FineMark National Bank & Trust
FineMark National Bank & Trust holds 355 positions in its portfolio as reported in the June 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| United Parcel Service (UPS) | 21.2 | $296M | 2.7M | 110.59 | |
| Spdr S&p 500 Etf (SPY) | 5.3 | $73M | 303k | 241.80 | |
| SPDR S&P MidCap 400 ETF (MDY) | 3.0 | $42M | 133k | 317.62 | |
| iShares Russell 2000 Index (IWM) | 2.9 | $40M | 283k | 140.92 | |
| Apple (AAPL) | 2.4 | $34M | 234k | 144.02 | |
| iShares MSCI EAFE Index Fund (EFA) | 1.7 | $24M | 369k | 65.20 | |
| Microsoft Corporation (MSFT) | 1.6 | $23M | 334k | 68.93 | |
| Exxon Mobil Corporation (XOM) | 1.3 | $19M | 231k | 80.73 | |
| Home Depot (HD) | 1.1 | $16M | 104k | 153.40 | |
| Alphabet Inc Class C cs (GOOG) | 1.1 | $15M | 16k | 908.70 | |
| Honeywell International (HON) | 1.0 | $14M | 105k | 133.29 | |
| Pfizer (PFE) | 1.0 | $14M | 409k | 33.59 | |
| Cisco Systems (CSCO) | 1.0 | $14M | 443k | 31.30 | |
| JPMorgan Chase & Co. (JPM) | 1.0 | $14M | 149k | 91.40 | |
| Pepsi (PEP) | 0.9 | $13M | 110k | 115.49 | |
| General Electric Company | 0.9 | $12M | 458k | 27.01 | |
| Procter & Gamble Company (PG) | 0.9 | $12M | 142k | 87.15 | |
| BlackRock | 0.9 | $12M | 29k | 422.40 | |
| Adobe Systems Incorporated (ADBE) | 0.9 | $12M | 85k | 141.44 | |
| Lockheed Martin Corporation (LMT) | 0.9 | $12M | 43k | 277.61 | |
| Amazon (AMZN) | 0.8 | $12M | 12k | 968.00 | |
| Johnson & Johnson (JNJ) | 0.8 | $12M | 88k | 132.29 | |
| iShares Russell 1000 Index (IWB) | 0.8 | $12M | 87k | 135.27 | |
| At&t (T) | 0.8 | $11M | 299k | 37.73 | |
| Merck & Co (MRK) | 0.8 | $11M | 177k | 64.09 | |
| Boeing Company (BA) | 0.8 | $11M | 56k | 197.75 | |
| United Technologies Corporation | 0.8 | $11M | 88k | 122.11 | |
| Starbucks Corporation (SBUX) | 0.8 | $11M | 184k | 58.31 | |
| Cme (CME) | 0.8 | $11M | 85k | 125.24 | |
| Verizon Communications (VZ) | 0.8 | $11M | 237k | 44.66 | |
| Wells Fargo & Company (WFC) | 0.8 | $11M | 189k | 55.41 | |
| 3M Company (MMM) | 0.7 | $10M | 49k | 208.19 | |
| Comcast Corporation (CMCSA) | 0.7 | $9.7M | 250k | 38.92 | |
| Nike (NKE) | 0.7 | $9.6M | 163k | 59.00 | |
| Coca-Cola Company (KO) | 0.6 | $8.8M | 197k | 44.85 | |
| Leggett & Platt (LEG) | 0.6 | $8.8M | 168k | 52.53 | |
| MasterCard Incorporated (MA) | 0.6 | $8.6M | 71k | 121.45 | |
| Abbvie (ABBV) | 0.6 | $8.4M | 116k | 72.51 | |
| Dow Chemical Company | 0.6 | $7.8M | 124k | 63.07 | |
| TJX Companies (TJX) | 0.6 | $7.8M | 109k | 72.17 | |
| Duke Energy (DUK) | 0.5 | $7.5M | 90k | 83.59 | |
| Raytheon Company | 0.5 | $7.4M | 46k | 161.48 | |
| iShares MSCI Emerging Markets Indx (EEM) | 0.5 | $7.1M | 171k | 41.39 | |
| McDonald's Corporation (MCD) | 0.5 | $7.1M | 46k | 153.17 | |
| Bristol Myers Squibb (BMY) | 0.5 | $6.8M | 122k | 55.72 | |
| Valero Energy Corporation (VLO) | 0.5 | $6.9M | 102k | 67.46 | |
| Berkshire Hathaway (BRK.B) | 0.5 | $6.7M | 40k | 169.38 | |
| Intercontinental Exchange (ICE) | 0.5 | $6.7M | 102k | 65.92 | |
| Wal-Mart Stores (WMT) | 0.5 | $6.5M | 86k | 75.68 | |
| Danaher Corporation (DHR) | 0.5 | $6.4M | 76k | 84.39 | |
| EOG Resources (EOG) | 0.5 | $6.3M | 70k | 90.52 | |
| UnitedHealth (UNH) | 0.5 | $6.3M | 34k | 185.42 | |
| iShares S&P 500 Index (IVV) | 0.5 | $6.3M | 26k | 243.42 | |
| Ingersoll-rand Co Ltd-cl A | 0.5 | $6.2M | 68k | 91.38 | |
| American International (AIG) | 0.4 | $6.1M | 98k | 62.52 | |
| Loews Corporation (L) | 0.4 | $6.0M | 128k | 46.81 | |
| Capital One Financial (COF) | 0.4 | $6.1M | 73k | 82.61 | |
| General Dynamics Corporation (GD) | 0.4 | $6.0M | 30k | 198.09 | |
| iShares Lehman MBS Bond Fund (MBB) | 0.4 | $6.0M | 56k | 106.77 | |
| Chevron Corporation (CVX) | 0.4 | $5.8M | 56k | 104.33 | |
| Visa (V) | 0.4 | $5.8M | 62k | 93.77 | |
| Citigroup (C) | 0.4 | $5.9M | 88k | 66.88 | |
| Marathon Petroleum Corp (MPC) | 0.4 | $5.8M | 111k | 52.33 | |
| CIGNA Corporation | 0.4 | $5.7M | 34k | 167.39 | |
| Nextera Energy (NEE) | 0.4 | $5.7M | 41k | 140.14 | |
| Kraft Heinz (KHC) | 0.4 | $5.8M | 67k | 85.64 | |
| Mohawk Industries (MHK) | 0.4 | $5.6M | 23k | 241.70 | |
| Powershares Etf Tr Ii s^p500 low vol | 0.4 | $5.4M | 121k | 44.73 | |
| iShares Russell Midcap Index Fund (IWR) | 0.4 | $5.2M | 27k | 192.11 | |
| Vanguard High Dividend Yield ETF (VYM) | 0.4 | $5.2M | 66k | 78.17 | |
| Abbott Laboratories (ABT) | 0.4 | $5.0M | 103k | 48.61 | |
| Amgen (AMGN) | 0.4 | $5.0M | 29k | 172.24 | |
| Mondelez Int (MDLZ) | 0.4 | $5.1M | 117k | 43.19 | |
| Autodesk (ADSK) | 0.3 | $4.9M | 48k | 100.81 | |
| Qualcomm (QCOM) | 0.3 | $4.7M | 85k | 55.22 | |
| Cdw (CDW) | 0.3 | $4.7M | 75k | 62.53 | |
| Fortive (FTV) | 0.3 | $4.7M | 73k | 63.35 | |
| Walt Disney Company (DIS) | 0.3 | $4.3M | 41k | 106.26 | |
| Philip Morris International (PM) | 0.3 | $4.3M | 37k | 117.46 | |
| Alphabet Inc Class A cs (GOOGL) | 0.3 | $4.3M | 4.6k | 929.60 | |
| Devon Energy Corporation (DVN) | 0.3 | $4.2M | 131k | 31.97 | |
| Manulife Finl Corp (MFC) | 0.3 | $4.2M | 223k | 18.76 | |
| Dollar General (DG) | 0.3 | $4.0M | 56k | 72.09 | |
| Halliburton Company (HAL) | 0.3 | $3.7M | 87k | 42.71 | |
| International Business Machines (IBM) | 0.3 | $3.8M | 25k | 153.84 | |
| iShares S&P 500 Growth Index (IVW) | 0.3 | $3.8M | 28k | 136.85 | |
| iShares S&P SmallCap 600 Index (IJR) | 0.3 | $3.8M | 54k | 70.11 | |
| Altria (MO) | 0.3 | $3.6M | 49k | 74.47 | |
| Prudential Financial (PRU) | 0.3 | $3.6M | 34k | 108.13 | |
| iShares S&P 500 Value Index (IVE) | 0.3 | $3.6M | 34k | 104.97 | |
| NeoGenomics (NEO) | 0.3 | $3.6M | 404k | 8.96 | |
| Synchrony Financial (SYF) | 0.3 | $3.6M | 122k | 29.82 | |
| Ford Motor Company (F) | 0.2 | $3.3M | 297k | 11.19 | |
| SPDR S&P Dividend (SDY) | 0.2 | $3.4M | 38k | 88.89 | |
| Hca Holdings (HCA) | 0.2 | $3.4M | 39k | 87.19 | |
| Edwards Lifesciences (EW) | 0.2 | $3.2M | 27k | 118.25 | |
| Berkshire Hathaway (BRK.A) | 0.2 | $3.1M | 12.00 | 254666.67 | |
| Union Pacific Corporation (UNP) | 0.2 | $3.0M | 27k | 108.93 | |
| Hologic (HOLX) | 0.2 | $2.8M | 62k | 45.38 | |
| iShares S&P US Pref Stock Idx Fnd (PFF) | 0.2 | $2.7M | 70k | 39.17 | |
| Medtronic (MDT) | 0.2 | $2.8M | 32k | 88.74 | |
| Vulcan Materials Company (VMC) | 0.2 | $2.7M | 21k | 126.70 | |
| E.I. du Pont de Nemours & Company | 0.2 | $2.7M | 33k | 80.70 | |
| General Motors Company (GM) | 0.2 | $2.5M | 71k | 34.93 | |
| Eli Lilly & Co. (LLY) | 0.2 | $2.4M | 30k | 82.28 | |
| Schlumberger (SLB) | 0.2 | $2.3M | 35k | 65.85 | |
| Constellation Brands (STZ) | 0.2 | $2.4M | 13k | 193.71 | |
| Ally Financial (ALLY) | 0.2 | $2.3M | 111k | 20.90 | |
| U.S. Bancorp (USB) | 0.2 | $2.2M | 43k | 51.91 | |
| Colgate-Palmolive Company (CL) | 0.2 | $2.3M | 31k | 74.15 | |
| Oracle Corporation (ORCL) | 0.2 | $2.2M | 44k | 50.14 | |
| Costco Wholesale Corporation (COST) | 0.1 | $2.1M | 13k | 159.94 | |
| Kimberly-Clark Corporation (KMB) | 0.1 | $2.1M | 16k | 129.11 | |
| PPG Industries (PPG) | 0.1 | $2.1M | 19k | 109.95 | |
| Travelers Companies (TRV) | 0.1 | $2.1M | 16k | 126.51 | |
| General Mills (GIS) | 0.1 | $2.1M | 37k | 55.41 | |
| iShares Russell Midcap Growth Idx. (IWP) | 0.1 | $2.1M | 20k | 108.08 | |
| Facebook Inc cl a (META) | 0.1 | $2.1M | 14k | 150.97 | |
| Lowe's Companies (LOW) | 0.1 | $2.0M | 25k | 77.52 | |
| iShares S&P MidCap 400 Index (IJH) | 0.1 | $1.9M | 11k | 173.93 | |
| Celgene Corporation | 0.1 | $1.8M | 14k | 129.90 | |
| Vanguard Emerging Markets ETF (VWO) | 0.1 | $1.8M | 44k | 40.83 | |
| Corning Incorporated (GLW) | 0.1 | $1.7M | 57k | 30.04 | |
| Dynasil Corporation of America | 0.1 | $1.7M | 1.3M | 1.23 | |
| Intel Corporation (INTC) | 0.1 | $1.6M | 47k | 33.74 | |
| CVS Caremark Corporation (CVS) | 0.1 | $1.6M | 20k | 80.44 | |
| Gilead Sciences (GILD) | 0.1 | $1.5M | 21k | 70.79 | |
| iShares Russell 1000 Growth Index (IWF) | 0.1 | $1.6M | 14k | 119.01 | |
| iShares Russell 2000 Growth Index (IWO) | 0.1 | $1.5M | 9.0k | 168.78 | |
| Schwab International Equity ETF (SCHF) | 0.1 | $1.5M | 47k | 31.79 | |
| Allergan | 0.1 | $1.5M | 6.3k | 243.13 | |
| Franklin Resources (BEN) | 0.1 | $1.4M | 31k | 44.78 | |
| Emerson Electric (EMR) | 0.1 | $1.3M | 23k | 59.61 | |
| Edison International (EIX) | 0.1 | $1.4M | 18k | 78.22 | |
| Sandy Spring Ban (SASR) | 0.1 | $1.3M | 33k | 40.66 | |
| iShares S&P MidCap 400 Growth (IJK) | 0.1 | $1.4M | 7.0k | 196.63 | |
| Bank of America Corporation (BAC) | 0.1 | $1.2M | 49k | 24.26 | |
| Dominion Resources (D) | 0.1 | $1.3M | 17k | 76.63 | |
| Interpublic Group of Companies (IPG) | 0.1 | $1.3M | 51k | 24.60 | |
| Occidental Petroleum Corporation (OXY) | 0.1 | $1.2M | 21k | 59.89 | |
| PowerShares QQQ Trust, Series 1 | 0.1 | $1.3M | 9.6k | 137.59 | |
| Vanguard FTSE All-World ex-US ETF (VEU) | 0.1 | $1.2M | 24k | 50.02 | |
| Paypal Holdings (PYPL) | 0.1 | $1.3M | 24k | 53.67 | |
| American Express Company (AXP) | 0.1 | $1.1M | 13k | 84.27 | |
| CSX Corporation (CSX) | 0.1 | $1.1M | 20k | 54.56 | |
| ConocoPhillips (COP) | 0.1 | $1.2M | 27k | 43.94 | |
| Hess (HES) | 0.1 | $1.2M | 27k | 43.85 | |
| AvalonBay Communities (AVB) | 0.1 | $1.1M | 5.8k | 192.13 | |
| priceline.com Incorporated | 0.1 | $1.1M | 582.00 | 1871.13 | |
| SPDR Gold Trust (GLD) | 0.1 | $1.2M | 10k | 118.07 | |
| iShares Dow Jones Select Dividend (DVY) | 0.1 | $1.1M | 12k | 92.23 | |
| Schwab Strategic Tr us lrg cap etf (SCHX) | 0.1 | $1.1M | 19k | 57.80 | |
| Walgreen Boots Alliance | 0.1 | $1.1M | 14k | 78.28 | |
| Cognizant Technology Solutions (CTSH) | 0.1 | $948k | 14k | 66.40 | |
| Caterpillar (CAT) | 0.1 | $987k | 9.2k | 107.43 | |
| Northrop Grumman Corporation (NOC) | 0.1 | $1.0M | 4.0k | 256.79 | |
| Texas Instruments Incorporated (TXN) | 0.1 | $1.0M | 13k | 76.91 | |
| Xcel Energy (XEL) | 0.1 | $909k | 20k | 45.88 | |
| Applied Materials (AMAT) | 0.1 | $1.0M | 25k | 41.29 | |
| iShares Russell 2000 Value Index (IWN) | 0.1 | $990k | 8.3k | 118.85 | |
| Wp Carey (WPC) | 0.1 | $977k | 15k | 65.98 | |
| Bank of New York Mellon Corporation (BK) | 0.1 | $869k | 17k | 51.01 | |
| Paychex (PAYX) | 0.1 | $806k | 14k | 56.97 | |
| Reynolds American | 0.1 | $810k | 13k | 65.03 | |
| Automatic Data Processing (ADP) | 0.1 | $899k | 8.8k | 102.46 | |
| AmerisourceBergen (COR) | 0.1 | $770k | 8.1k | 94.52 | |
| Biogen Idec (BIIB) | 0.1 | $840k | 3.1k | 271.49 | |
| Church & Dwight (CHD) | 0.1 | $795k | 15k | 51.87 | |
| Financial Select Sector SPDR (XLF) | 0.1 | $780k | 32k | 24.67 | |
| DNP Select Income Fund (DNP) | 0.1 | $903k | 82k | 11.01 | |
| Phillips 66 (PSX) | 0.1 | $798k | 9.7k | 82.66 | |
| Time Warner | 0.1 | $652k | 6.5k | 100.40 | |
| Charles Schwab Corporation (SCHW) | 0.1 | $763k | 18k | 42.98 | |
| PNC Financial Services (PNC) | 0.1 | $702k | 5.6k | 124.93 | |
| Expeditors International of Washington (EXPD) | 0.1 | $633k | 11k | 56.49 | |
| FedEx Corporation (FDX) | 0.1 | $644k | 3.0k | 217.27 | |
| C.R. Bard | 0.1 | $739k | 2.3k | 316.22 | |
| Analog Devices (ADI) | 0.1 | $724k | 9.3k | 77.75 | |
| Aetna | 0.1 | $697k | 4.6k | 151.75 | |
| Air Products & Chemicals (APD) | 0.1 | $634k | 4.4k | 143.05 | |
| Allstate Corporation (ALL) | 0.1 | $743k | 8.4k | 88.39 | |
| Parker-Hannifin Corporation (PH) | 0.1 | $742k | 4.6k | 159.88 | |
| Praxair | 0.1 | $668k | 5.0k | 132.51 | |
| American Electric Power Company (AEP) | 0.1 | $737k | 11k | 69.43 | |
| Southern Company (SO) | 0.1 | $671k | 14k | 47.87 | |
| Illinois Tool Works (ITW) | 0.1 | $676k | 4.7k | 143.25 | |
| Accenture (ACN) | 0.1 | $652k | 5.3k | 123.67 | |
| Fiserv (FI) | 0.1 | $703k | 5.8k | 122.26 | |
| Estee Lauder Companies (EL) | 0.1 | $758k | 7.9k | 95.99 | |
| Enterprise Products Partners (EPD) | 0.1 | $627k | 23k | 27.07 | |
| Rogers Communications -cl B (RCI) | 0.1 | $661k | 14k | 47.21 | |
| Magellan Midstream Partners | 0.1 | $697k | 9.8k | 71.27 | |
| Tesla Motors (TSLA) | 0.1 | $679k | 1.9k | 361.36 | |
| WisdomTree MidCap Dividend Fund (DON) | 0.1 | $653k | 6.7k | 97.73 | |
| Energy Transfer Partners | 0.1 | $631k | 31k | 20.39 | |
| Northern Trust Corporation (NTRS) | 0.0 | $533k | 5.5k | 97.30 | |
| Equifax (EFX) | 0.0 | $596k | 4.3k | 137.42 | |
| Baxter International (BAX) | 0.0 | $626k | 10k | 60.55 | |
| Consolidated Edison (ED) | 0.0 | $495k | 6.1k | 80.82 | |
| Nucor Corporation (NUE) | 0.0 | $561k | 9.7k | 57.84 | |
| Ross Stores (ROST) | 0.0 | $503k | 8.7k | 57.73 | |
| International Paper Company (IP) | 0.0 | $560k | 9.9k | 56.61 | |
| International Flavors & Fragrances (IFF) | 0.0 | $527k | 3.9k | 135.13 | |
| Campbell Soup Company (CPB) | 0.0 | $624k | 12k | 52.11 | |
| Callaway Golf Company (CALY) | 0.0 | $537k | 42k | 12.78 | |
| Stryker Corporation (SYK) | 0.0 | $538k | 3.9k | 138.73 | |
| Clorox Company (CLX) | 0.0 | $491k | 3.7k | 133.28 | |
| United States Oil Fund | 0.0 | $525k | 55k | 9.50 | |
| Fastenal Company (FAST) | 0.0 | $529k | 12k | 43.56 | |
| Varian Medical Systems | 0.0 | $593k | 5.7k | 103.24 | |
| Zimmer Holdings (ZBH) | 0.0 | $516k | 4.0k | 128.42 | |
| iShares NASDAQ Biotechnology Index (IBB) | 0.0 | $616k | 2.0k | 310.02 | |
| Energy Select Sector SPDR (XLE) | 0.0 | $563k | 8.7k | 64.93 | |
| Tor Dom Bk Cad (TD) | 0.0 | $539k | 11k | 50.43 | |
| iShares Russell Midcap Value Index (IWS) | 0.0 | $530k | 6.3k | 84.15 | |
| iShares Russell 3000 Index (IWV) | 0.0 | $500k | 3.5k | 143.88 | |
| Rydex S&P Equal Weight ETF | 0.0 | $549k | 5.9k | 92.75 | |
| Simon Property (SPG) | 0.0 | $589k | 3.6k | 161.72 | |
| Vanguard Small-Cap Growth ETF (VBK) | 0.0 | $528k | 3.6k | 145.66 | |
| SPDR Barclays Capital Convertible SecETF (CWB) | 0.0 | $618k | 12k | 49.66 | |
| American Tower Reit (AMT) | 0.0 | $539k | 4.1k | 132.21 | |
| Eaton (ETN) | 0.0 | $566k | 7.3k | 77.82 | |
| Crown Castle Intl (CCI) | 0.0 | $504k | 5.0k | 100.16 | |
| Hubbell (HUBB) | 0.0 | $598k | 5.3k | 113.13 | |
| Chubb (CB) | 0.0 | $549k | 3.8k | 145.39 | |
| Goldman Sachs (GS) | 0.0 | $408k | 1.8k | 221.86 | |
| Ameriprise Financial (AMP) | 0.0 | $445k | 3.5k | 127.22 | |
| Core Laboratories | 0.0 | $398k | 3.9k | 101.17 | |
| Public Storage (PSA) | 0.0 | $392k | 1.9k | 208.40 | |
| SYSCO Corporation (SYY) | 0.0 | $480k | 9.5k | 50.35 | |
| T. Rowe Price (TROW) | 0.0 | $352k | 4.7k | 74.14 | |
| Sherwin-Williams Company (SHW) | 0.0 | $487k | 1.4k | 350.86 | |
| V.F. Corporation (VFC) | 0.0 | $452k | 7.8k | 57.59 | |
| AFLAC Incorporated (AFL) | 0.0 | $376k | 4.8k | 77.69 | |
| Agrium | 0.0 | $410k | 4.5k | 90.55 | |
| Thermo Fisher Scientific (TMO) | 0.0 | $474k | 2.7k | 174.52 | |
| Becton, Dickinson and (BDX) | 0.0 | $451k | 2.3k | 194.98 | |
| Target Corporation (TGT) | 0.0 | $377k | 7.2k | 52.32 | |
| iShares Russell 1000 Value Index (IWD) | 0.0 | $441k | 3.8k | 116.36 | |
| Torchmark Corporation | 0.0 | $365k | 4.8k | 76.42 | |
| Brookfield Infrastructure Part (BIP) | 0.0 | $365k | 8.9k | 40.90 | |
| FactSet Research Systems (FDS) | 0.0 | $363k | 2.2k | 166.28 | |
| PPL Corporation (PPL) | 0.0 | $383k | 9.9k | 38.64 | |
| C.H. Robinson Worldwide (CHRW) | 0.0 | $430k | 6.3k | 68.60 | |
| Verisk Analytics (VRSK) | 0.0 | $465k | 5.5k | 84.32 | |
| Enbridge Energy Management | 0.0 | $435k | 28k | 15.40 | |
| Ventas (VTR) | 0.0 | $415k | 6.0k | 69.51 | |
| Enbridge (ENB) | 0.0 | $370k | 9.3k | 39.82 | |
| AmeriGas Partners | 0.0 | $416k | 9.2k | 45.16 | |
| Hormel Foods Corporation (HRL) | 0.0 | $358k | 11k | 34.08 | |
| Intuit (INTU) | 0.0 | $361k | 2.7k | 132.92 | |
| SPDR S&P Biotech (XBI) | 0.0 | $402k | 5.2k | 77.16 | |
| Vanguard Total Stock Market ETF (VTI) | 0.0 | $449k | 3.6k | 124.55 | |
| Vanguard Small-Cap ETF (VB) | 0.0 | $397k | 2.9k | 135.49 | |
| Vanguard REIT ETF (VNQ) | 0.0 | $437k | 5.3k | 83.16 | |
| Cyanotech | 0.0 | $366k | 103k | 3.55 | |
| Schwab U S Small Cap ETF (SCHA) | 0.0 | $437k | 6.8k | 63.94 | |
| InfuSystem Holdings (INFU) | 0.0 | $380k | 217k | 1.75 | |
| Kinder Morgan (KMI) | 0.0 | $447k | 23k | 19.14 | |
| Sch Us Mid-cap Etf etf (SCHM) | 0.0 | $454k | 9.4k | 48.11 | |
| Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 0.0 | $481k | 7.9k | 60.92 | |
| Anthem (ELV) | 0.0 | $482k | 2.6k | 188.28 | |
| Wec Energy Group (WEC) | 0.0 | $402k | 6.6k | 61.33 | |
| Teladoc (TDOC) | 0.0 | $450k | 13k | 34.72 | |
| Welltower Inc Com reit (WELL) | 0.0 | $443k | 5.9k | 74.91 | |
| Johnson Controls International Plc equity (JCI) | 0.0 | $447k | 10k | 43.37 | |
| First Financial Ban (FFBC) | 0.0 | $277k | 10k | 27.70 | |
| Fidelity National Information Services (FIS) | 0.0 | $333k | 3.9k | 85.28 | |
| Total System Services | 0.0 | $278k | 4.8k | 58.18 | |
| Blackstone | 0.0 | $249k | 7.5k | 33.35 | |
| Monsanto Company | 0.0 | $269k | 2.3k | 118.40 | |
| Tractor Supply Company (TSCO) | 0.0 | $292k | 5.4k | 54.27 | |
| Health Care SPDR (XLV) | 0.0 | $286k | 3.6k | 79.14 | |
| Norfolk Southern (NSC) | 0.0 | $265k | 2.2k | 121.78 | |
| Cardinal Health (CAH) | 0.0 | $282k | 3.6k | 77.88 | |
| Microchip Technology (MCHP) | 0.0 | $268k | 3.5k | 77.10 | |
| Snap-on Incorporated (SNA) | 0.0 | $233k | 1.5k | 158.18 | |
| Nordstrom | 0.0 | $294k | 6.2k | 47.76 | |
| Newell Rubbermaid (NWL) | 0.0 | $337k | 6.3k | 53.55 | |
| Whirlpool Corporation (WHR) | 0.0 | $231k | 1.2k | 192.02 | |
| CenturyLink | 0.0 | $214k | 8.9k | 23.93 | |
| Yum! Brands (YUM) | 0.0 | $283k | 3.8k | 73.81 | |
| Weyerhaeuser Company (WY) | 0.0 | $241k | 7.2k | 33.47 | |
| Exelon Corporation (EXC) | 0.0 | $258k | 7.2k | 36.03 | |
| Markel Corporation (MKL) | 0.0 | $217k | 222.00 | 977.48 | |
| Fifth Third Ban (FITB) | 0.0 | $334k | 13k | 25.96 | |
| Hershey Company (HSY) | 0.0 | $290k | 2.7k | 107.45 | |
| Kellogg Company (K) | 0.0 | $231k | 3.3k | 69.35 | |
| Grand Canyon Education (LOPE) | 0.0 | $225k | 2.9k | 78.51 | |
| Dover Corporation (DOV) | 0.0 | $264k | 3.3k | 80.19 | |
| Bce (BCE) | 0.0 | $312k | 6.9k | 44.98 | |
| Public Service Enterprise (PEG) | 0.0 | $324k | 7.5k | 43.02 | |
| Highwoods Properties (HIW) | 0.0 | $240k | 4.7k | 50.79 | |
| J.M. Smucker Company (SJM) | 0.0 | $283k | 2.4k | 118.26 | |
| Alliant Energy Corporation (LNT) | 0.0 | $310k | 7.7k | 40.18 | |
| Vail Resorts (MTN) | 0.0 | $248k | 1.2k | 202.45 | |
| New Jersey Resources Corporation (NJR) | 0.0 | $325k | 8.2k | 39.74 | |
| Realty Income (O) | 0.0 | $343k | 6.2k | 55.26 | |
| Rockwell Automation (ROK) | 0.0 | $312k | 1.9k | 162.16 | |
| Tanger Factory Outlet Centers (SKT) | 0.0 | $307k | 12k | 25.96 | |
| TreeHouse Foods (THS) | 0.0 | $216k | 2.6k | 81.82 | |
| Federal Realty Inv. Trust | 0.0 | $305k | 2.4k | 126.56 | |
| Technology SPDR (XLK) | 0.0 | $283k | 5.2k | 54.65 | |
| Altra Holdings | 0.0 | $235k | 5.9k | 39.78 | |
| Utilities SPDR (XLU) | 0.0 | $308k | 5.9k | 51.95 | |
| Udr (UDR) | 0.0 | $214k | 5.5k | 38.91 | |
| IRIDEX Corporation (IRIX) | 0.0 | $307k | 31k | 9.89 | |
| Calamos Convertible & Hi Income Fund (CHY) | 0.0 | $265k | 22k | 11.83 | |
| Eaton Vance Tax Managed Buy Write Opport (ETV) | 0.0 | $300k | 20k | 15.25 | |
| Gabelli Equity Trust (GAB) | 0.0 | $314k | 51k | 6.18 | |
| Gabelli Dividend & Income Trust (GDV) | 0.0 | $316k | 15k | 21.83 | |
| One Liberty Properties (OLP) | 0.0 | $253k | 11k | 23.43 | |
| General American Investors (GAM) | 0.0 | $226k | 6.6k | 34.30 | |
| iShares S&P MidCap 400 Value Index (IJJ) | 0.0 | $302k | 2.0k | 148.33 | |
| Vanguard Utilities ETF (VPU) | 0.0 | $251k | 2.2k | 114.09 | |
| Nuveen Multi-Strategy Income & Growth (JPC) | 0.0 | $209k | 20k | 10.38 | |
| Calamos Global Dynamic Income Fund (CHW) | 0.0 | $259k | 30k | 8.53 | |
| Nuveen Div Adv Muni Fd 3 Ben Int (NZF) | 0.0 | $334k | 22k | 14.94 | |
| Nuveen Tax-Advantaged Dividend Growth | 0.0 | $244k | 15k | 16.09 | |
| Nuveen Core Equity Alpha Fund (JCE) | 0.0 | $234k | 16k | 14.68 | |
| WisdomTree SmallCap Dividend Fund (DES) | 0.0 | $314k | 3.9k | 80.37 | |
| Stonegate Bk Ft Lauderdale | 0.0 | $252k | 5.5k | 46.12 | |
| Claymore Exchange-traded Fd gugg crp bd 2017 | 0.0 | $265k | 12k | 22.60 | |
| Express Scripts Holding | 0.0 | $230k | 3.6k | 63.96 | |
| Palo Alto Networks (PANW) | 0.0 | $271k | 2.0k | 133.89 | |
| Zoetis Inc Cl A (ZTS) | 0.0 | $210k | 3.4k | 62.26 | |
| Twenty-first Century Fox | 0.0 | $347k | 12k | 28.38 | |
| Perrigo Company (PRGO) | 0.0 | $231k | 3.1k | 75.66 | |
| Ing Global Advantage And Premium Opportunity Fund (IGA) | 0.0 | $250k | 23k | 10.79 | |
| Sabre (SABR) | 0.0 | $212k | 9.7k | 21.79 | |
| Wisdomtree Tr itl hdg div gt (IHDG) | 0.0 | $279k | 9.4k | 29.59 | |
| Broad | 0.0 | $269k | 1.2k | 233.10 | |
| Tailored Brands | 0.0 | $209k | 19k | 11.16 | |
| Annaly Capital Management | 0.0 | $165k | 14k | 12.03 | |
| Agilent Technologies Inc C ommon (A) | 0.0 | $204k | 3.4k | 59.44 | |
| Ultimate Software | 0.0 | $200k | 954.00 | 209.64 | |
| Chico's FAS | 0.0 | $185k | 20k | 9.39 | |
| MetLife (MET) | 0.0 | $208k | 3.8k | 54.85 | |
| Nxp Semiconductors N V (NXPI) | 0.0 | $200k | 1.8k | 109.47 | |
| KKR & Co | 0.0 | $208k | 11k | 18.56 | |
| Riverview Ban (RVSB) | 0.0 | $100k | 15k | 6.67 | |
| Opko Health (OPK) | 0.0 | $73k | 11k | 6.54 | |
| Liberty All-Star Equity Fund (USA) | 0.0 | $80k | 14k | 5.66 | |
| Boulder Growth & Income Fund (STEW) | 0.0 | $170k | 18k | 9.71 | |
| Royce Micro Capital Trust (RMT) | 0.0 | $111k | 13k | 8.66 | |
| Neuberger Berman Real Estate Sec (NRO) | 0.0 | $82k | 15k | 5.43 | |
| Western Asset High Incm Fd I (HIX) | 0.0 | $201k | 28k | 7.18 | |
| BLACKROCK INTL GRWTH & INC T COM Bene Inter (BGY) | 0.0 | $166k | 26k | 6.29 | |
| PowerShares DB Oil Fund | 0.0 | $100k | 12k | 8.10 | |
| pSivida | 0.0 | $123k | 72k | 1.71 | |
| Swiss Helvetia Fund (SWZ) | 0.0 | $127k | 10k | 12.66 | |
| CECO Environmental (CECO) | 0.0 | $110k | 12k | 9.20 | |
| Interxion Holding | 0.0 | $206k | 4.5k | 45.78 | |
| Nuveen Preferred And equity | 0.0 | $207k | 8.4k | 24.56 | |
| Ohr Pharmaceutical | 0.0 | $14k | 23k | 0.62 |