FineMark National Bank & Trust as of March 31, 2019
Portfolio Holdings for FineMark National Bank & Trust
FineMark National Bank & Trust holds 340 positions in its portfolio as reported in the March 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| United Parcel Service CL B (UPS) | 18.4 | $317M | 2.8M | 111.74 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 5.2 | $89M | 314k | 282.48 | |
| Finemark Holdings (FNBT) | 3.3 | $57M | 1.9M | 29.50 | |
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 3.1 | $53M | 153k | 345.40 | |
| Ishares Tr Russell 2000 Etf (IWM) | 3.0 | $52M | 341k | 153.09 | |
| Hartung Investments | 2.7 | $46M | 7.00 | 6559857.14 | |
| Apple (AAPL) | 2.2 | $39M | 203k | 189.95 | |
| Ishares Tr Core S&p500 Etf (IVV) | 1.9 | $33M | 117k | 284.56 | |
| Microsoft Corporation (MSFT) | 1.8 | $31M | 267k | 117.94 | |
| Ishares Tr Msci Eafe Etf (EFA) | 1.4 | $24M | 370k | 64.86 | |
| Cisco Systems (CSCO) | 1.4 | $24M | 442k | 53.99 | |
| Home Depot (HD) | 1.1 | $19M | 98k | 191.89 | |
| Adobe Systems Incorporated (ADBE) | 1.0 | $18M | 66k | 266.50 | |
| JPMorgan Chase & Co. (JPM) | 1.0 | $17M | 171k | 101.23 | |
| Pfizer (PFE) | 1.0 | $17M | 406k | 42.47 | |
| Alphabet Cap Stk Cl C (GOOG) | 1.0 | $17M | 15k | 1173.31 | |
| Merck & Co (MRK) | 1.0 | $17M | 204k | 83.17 | |
| Exxon Mobil Corporation (XOM) | 1.0 | $17M | 208k | 80.80 | |
| Boeing Company (BA) | 1.0 | $17M | 43k | 381.42 | |
| Honeywell International (HON) | 1.0 | $17M | 104k | 158.92 | |
| Ishares Tr Rus 1000 Etf (IWB) | 0.9 | $16M | 99k | 157.31 | |
| Procter & Gamble Company (PG) | 0.9 | $15M | 143k | 104.05 | |
| Mastercard Cl A (MA) | 0.8 | $14M | 60k | 235.46 | |
| Lockheed Martin Corporation (LMT) | 0.8 | $14M | 47k | 300.17 | |
| Dowdupont | 0.8 | $14M | 262k | 53.31 | |
| BlackRock | 0.8 | $14M | 32k | 427.37 | |
| Royal Dutch Shell Spons Adr A | 0.8 | $14M | 220k | 62.59 | |
| Verizon Communications (VZ) | 0.8 | $13M | 227k | 59.13 | |
| Amazon (AMZN) | 0.8 | $13M | 7.5k | 1780.76 | |
| Pepsi (PEP) | 0.8 | $13M | 107k | 122.55 | |
| 3M Company (MMM) | 0.7 | $13M | 60k | 207.79 | |
| Raytheon Com New | 0.7 | $13M | 69k | 182.08 | |
| Valero Energy Corporation (VLO) | 0.7 | $12M | 142k | 84.83 | |
| Novartis A G Sponsored Adr (NVS) | 0.7 | $12M | 122k | 96.14 | |
| Nike CL B (NKE) | 0.7 | $11M | 134k | 84.21 | |
| TJX Companies (TJX) | 0.7 | $11M | 212k | 53.21 | |
| At&t (T) | 0.6 | $11M | 352k | 31.36 | |
| Johnson & Johnson (JNJ) | 0.6 | $11M | 76k | 139.79 | |
| United Technologies Corporation | 0.6 | $10M | 79k | 128.90 | |
| Invesco Exchng Traded Fd Tr S&p500 Low Vol (SPLV) | 0.6 | $10M | 192k | 52.64 | |
| Coca-Cola Company (KO) | 0.6 | $10M | 213k | 46.86 | |
| UnitedHealth (UNH) | 0.6 | $9.8M | 40k | 247.27 | |
| Danaher Corporation (DHR) | 0.6 | $9.8M | 74k | 132.02 | |
| Wal-Mart Stores (WMT) | 0.6 | $9.6M | 98k | 97.53 | |
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.5 | $9.3M | 217k | 42.92 | |
| Union Pacific Corporation (UNP) | 0.5 | $9.2M | 55k | 167.19 | |
| Citigroup Com New (C) | 0.5 | $8.9M | 142k | 62.22 | |
| Duke Energy Corp Com New (DUK) | 0.5 | $8.6M | 96k | 90.00 | |
| Cdw (CDW) | 0.5 | $8.5M | 88k | 96.38 | |
| Texas Instruments Incorporated (TXN) | 0.5 | $8.2M | 77k | 106.07 | |
| Marathon Petroleum Corp (MPC) | 0.5 | $8.1M | 135k | 59.85 | |
| Broadcom (AVGO) | 0.5 | $8.1M | 27k | 300.71 | |
| Anthem (ELV) | 0.5 | $8.0M | 28k | 286.98 | |
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.5 | $7.8M | 145k | 53.95 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $7.7M | 38k | 200.90 | |
| Mondelez Intl Cl A (MDLZ) | 0.4 | $7.6M | 152k | 49.92 | |
| Ingersoll-rand SHS | 0.4 | $7.6M | 70k | 107.95 | |
| Autodesk (ADSK) | 0.4 | $7.5M | 48k | 155.83 | |
| Intercontinental Exchange (ICE) | 0.4 | $7.5M | 99k | 76.14 | |
| Amgen (AMGN) | 0.4 | $7.4M | 39k | 189.97 | |
| Nextera Energy (NEE) | 0.4 | $7.4M | 38k | 193.33 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 0.4 | $7.3M | 95k | 77.15 | |
| Visa Com Cl A (V) | 0.4 | $7.3M | 47k | 156.19 | |
| Comcast Corp Cl A (CMCSA) | 0.4 | $7.1M | 179k | 39.98 | |
| McDonald's Corporation (MCD) | 0.4 | $6.6M | 35k | 189.90 | |
| Dollar General (DG) | 0.4 | $6.1M | 51k | 119.29 | |
| Chevron Corporation (CVX) | 0.4 | $6.1M | 50k | 123.18 | |
| Capital One Financial (COF) | 0.3 | $5.9M | 72k | 81.69 | |
| Lyondellbasell Industries N Shs - A - (LYB) | 0.3 | $5.9M | 70k | 84.08 | |
| Rio Tinto Sponsored Adr (RIO) | 0.3 | $5.9M | 100k | 58.85 | |
| Starbucks Corporation (SBUX) | 0.3 | $5.7M | 76k | 74.34 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 0.3 | $5.6M | 51k | 109.08 | |
| Vanguard Bd Index Short Trm Bond (BSV) | 0.3 | $5.5M | 70k | 79.60 | |
| Titan Partners | 0.3 | $5.5M | 1.00 | 5530000.00 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.3 | $5.5M | 64k | 85.66 | |
| Bristol Myers Squibb (BMY) | 0.3 | $5.4M | 114k | 47.71 | |
| Cme Group Com Cl A (CME) | 0.3 | $5.3M | 32k | 164.58 | |
| Cognizant Technology Solutio Cl A (CTSH) | 0.3 | $5.1M | 70k | 72.44 | |
| General Dynamics Corporation (GD) | 0.3 | $5.0M | 30k | 169.27 | |
| M&T Bank Corporation (MTB) | 0.3 | $5.0M | 32k | 157.01 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $5.0M | 4.2k | 1176.86 | |
| Celgene Corporation | 0.3 | $4.9M | 52k | 94.34 | |
| Anadarko Petroleum Corporation | 0.3 | $4.7M | 102k | 45.48 | |
| Us Bancorp Del Com New (USB) | 0.3 | $4.6M | 95k | 48.19 | |
| Manulife Finl Corp (MFC) | 0.2 | $4.3M | 252k | 16.91 | |
| Titan Partners | 0.2 | $4.2M | 1.00 | 4150000.00 | |
| Intuitive Surgical Com New (ISRG) | 0.2 | $4.0M | 7.0k | 570.63 | |
| Gilead Sciences (GILD) | 0.2 | $3.9M | 61k | 65.01 | |
| Ishares Tr S&p 500 Val Etf (IVE) | 0.2 | $3.8M | 34k | 112.73 | |
| Hp (HPQ) | 0.2 | $3.7M | 193k | 19.43 | |
| Prudential Financial (PRU) | 0.2 | $3.7M | 40k | 91.87 | |
| Synchrony Financial (SYF) | 0.2 | $3.7M | 115k | 31.90 | |
| Disney Walt Com Disney (DIS) | 0.2 | $3.6M | 32k | 111.03 | |
| Carnival Corp Unit 99/99/9999 (CCL) | 0.2 | $3.6M | 71k | 50.72 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.2 | $3.4M | 20k | 172.36 | |
| Lowe's Companies (LOW) | 0.2 | $3.4M | 31k | 109.48 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $3.4M | 18k | 189.42 | |
| Citizens Financial (CFG) | 0.2 | $3.3M | 103k | 32.50 | |
| Eli Lilly & Co. (LLY) | 0.2 | $3.3M | 26k | 129.74 | |
| Spdr Series Trust S&p Divid Etf (SDY) | 0.2 | $3.2M | 32k | 99.42 | |
| Ally Financial (ALLY) | 0.2 | $2.9M | 106k | 27.49 | |
| Abbott Laboratories (ABT) | 0.2 | $2.9M | 36k | 79.95 | |
| Pioneer Natural Resources | 0.2 | $2.9M | 19k | 152.30 | |
| Wells Fargo & Company (WFC) | 0.2 | $2.6M | 54k | 48.33 | |
| Abbvie (ABBV) | 0.1 | $2.5M | 32k | 80.59 | |
| Philip Morris International (PM) | 0.1 | $2.5M | 28k | 88.40 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $2.5M | 16k | 151.34 | |
| Costco Wholesale Corporation (COST) | 0.1 | $2.4M | 9.9k | 242.11 | |
| Fortune Brands (FBIN) | 0.1 | $2.3M | 49k | 47.61 | |
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $2.2M | 72k | 31.31 | |
| Altria (MO) | 0.1 | $2.2M | 38k | 57.42 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $2.1M | 7.00 | 301285.71 | |
| Titan Partners | 0.1 | $2.1M | 1.00 | 2075000.00 | |
| Ishares Tr Sh Tr Crport Etf (IGSB) | 0.1 | $2.1M | 39k | 52.81 | |
| Caterpillar (CAT) | 0.1 | $2.0M | 15k | 135.49 | |
| Penco Assn Ltd Partnership | 0.1 | $2.0M | 1.00 | 1990000.00 | |
| Medtronic SHS (MDT) | 0.1 | $1.9M | 21k | 91.09 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $1.8M | 44k | 42.50 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $1.8M | 10k | 179.66 | |
| Corning Incorporated (GLW) | 0.1 | $1.8M | 54k | 33.10 | |
| BP Sponsored Adr (BP) | 0.1 | $1.8M | 41k | 43.73 | |
| Taq | 0.1 | $1.7M | 55.00 | 31818.18 | |
| Constellation Brands Cl A (STZ) | 0.1 | $1.7M | 9.9k | 175.28 | |
| Nator 7, Llc Jiffy Lube 130 So. | 0.1 | $1.7M | 1.00 | 1725000.00 | |
| International Business Machines (IBM) | 0.1 | $1.7M | 12k | 141.07 | |
| PPG Industries (PPG) | 0.1 | $1.7M | 15k | 112.85 | |
| Intel Corporation (INTC) | 0.1 | $1.7M | 31k | 53.71 | |
| ConocoPhillips (COP) | 0.1 | $1.7M | 25k | 66.75 | |
| Travelers Companies (TRV) | 0.1 | $1.6M | 12k | 137.18 | |
| Ishares Tr Mbs Etf (MBB) | 0.1 | $1.6M | 15k | 106.34 | |
| Nator 8, Llc Jiffy Lube 5475 Camino | 0.1 | $1.6M | 1.00 | 1600000.00 | |
| Emerson Electric (EMR) | 0.1 | $1.5M | 23k | 68.49 | |
| Facebook Cl A (META) | 0.1 | $1.5M | 9.2k | 166.72 | |
| Ishares Tr Select Divid Etf (DVY) | 0.1 | $1.5M | 15k | 98.20 | |
| Quantedge Global Fund, Class B | 0.1 | $1.5M | 1.3k | 1133.64 | |
| Oaktree Us Senior Loans | 0.1 | $1.5M | 1.00 | 1456000.00 | |
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.1 | $1.4M | 7.1k | 196.67 | |
| Allstate Corporation (ALL) | 0.1 | $1.4M | 15k | 94.20 | |
| Cigna Corp (CI) | 0.1 | $1.3M | 8.4k | 160.79 | |
| Estrella Inca | 0.1 | $1.3M | 13.00 | 103076.92 | |
| New Jersey Resources Corporation (NJR) | 0.1 | $1.3M | 27k | 49.78 | |
| Cheery Lynn | 0.1 | $1.3M | 13.00 | 100000.00 | |
| Vanguard Group Div App Etf (VIG) | 0.1 | $1.3M | 12k | 109.62 | |
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.1 | $1.3M | 5.8k | 219.04 | |
| Bank of America Corporation (BAC) | 0.1 | $1.3M | 46k | 27.59 | |
| Deere & Company (DE) | 0.1 | $1.3M | 7.9k | 159.84 | |
| Standard Motor Products (SMP) | 0.1 | $1.3M | 26k | 49.10 | |
| Fidelity National Information Services (FIS) | 0.1 | $1.2M | 11k | 113.12 | |
| American Express Company (AXP) | 0.1 | $1.2M | 11k | 109.30 | |
| EOG Resources (EOG) | 0.1 | $1.2M | 12k | 95.22 | |
| InfuSystem Holdings (INFU) | 0.1 | $1.1M | 225k | 5.01 | |
| Cortright Family Trust Llc Interest | 0.1 | $1.1M | 1.00 | 1109000.00 | |
| Cortright Family Llc Interest | 0.1 | $1.1M | 1.00 | 1109000.00 | |
| Cortright Family Trust Llc Interest | 0.1 | $1.1M | 1.00 | 1109000.00 | |
| Cortright Family Trust Llc Interest | 0.1 | $1.1M | 1.00 | 1109000.00 | |
| Cortright Family Trust Llc Interest | 0.1 | $1.1M | 1.00 | 1109000.00 | |
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.1 | $1.1M | 13k | 86.47 | |
| Barclays Bk Etn+ Sel Mlp (ATMP) | 0.1 | $1.1M | 52k | 20.46 | |
| American Electric Power Company (AEP) | 0.1 | $1.1M | 13k | 83.73 | |
| Colgate-Palmolive Company (CL) | 0.1 | $1.0M | 15k | 68.54 | |
| Sandy Spring Ban (SASR) | 0.1 | $1.0M | 33k | 31.28 | |
| AmerisourceBergen (COR) | 0.1 | $982k | 12k | 79.51 | |
| Ameriprise Financial (AMP) | 0.1 | $971k | 7.6k | 128.07 | |
| Oaktree Us Senior Loans | 0.1 | $971k | 1.00 | 971000.00 | |
| Challenger Inca | 0.1 | $970k | 97.00 | 10000.00 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $969k | 6.7k | 144.69 | |
| Northrop Grumman Corporation (NOC) | 0.1 | $958k | 3.6k | 269.63 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $953k | 6.1k | 156.46 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $943k | 9.0k | 104.48 | |
| Interpublic Group of Companies (IPG) | 0.1 | $939k | 45k | 21.02 | |
| Baxter International (BAX) | 0.1 | $934k | 12k | 81.32 | |
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $928k | 5.3k | 175.99 | |
| Paypal Holdings (PYPL) | 0.1 | $912k | 8.8k | 103.84 | |
| General Mills (GIS) | 0.1 | $908k | 18k | 51.76 | |
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $881k | 13k | 67.58 | |
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.1 | $878k | 7.4k | 119.10 | |
| Oppenheimer Etf Tr S&p 500 Revenue | 0.1 | $871k | 17k | 51.61 | |
| Invesco Exchange Traded Fd T Buyback Achiev (PKW) | 0.1 | $869k | 15k | 59.66 | |
| Occidental Petroleum Corporation (OXY) | 0.1 | $867k | 13k | 66.20 | |
| Mountaineer Management | 0.0 | $859k | 2.00 | 429500.00 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $839k | 6.8k | 123.51 | |
| Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 0.0 | $839k | 7.4k | 113.33 | |
| Dominion Resources (D) | 0.0 | $831k | 11k | 76.67 | |
| Xcel Energy (XEL) | 0.0 | $829k | 15k | 56.23 | |
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $814k | 6.8k | 119.83 | |
| Spdr Gold Trust Gold Shs (GLD) | 0.0 | $798k | 6.5k | 122.04 | |
| Fortive (FTV) | 0.0 | $792k | 9.4k | 83.88 | |
| Oracle Corporation (ORCL) | 0.0 | $788k | 15k | 53.73 | |
| CSX Corporation (CSX) | 0.0 | $784k | 11k | 74.78 | |
| Archer Daniels Midland Company (ADM) | 0.0 | $782k | 18k | 43.15 | |
| Parker-Hannifin Corporation (PH) | 0.0 | $781k | 4.6k | 171.61 | |
| Thermo Fisher Scientific (TMO) | 0.0 | $778k | 2.8k | 273.65 | |
| Ishares Tr Tips Bd Etf (TIP) | 0.0 | $764k | 6.8k | 113.02 | |
| Entrust Capital | 0.0 | $757k | 1.00 | 757000.00 | |
| Kimberly-Clark Corporation (KMB) | 0.0 | $754k | 6.1k | 123.83 | |
| Rogers Communications CL B (RCI) | 0.0 | $753k | 14k | 53.79 | |
| Phillips 66 (PSX) | 0.0 | $749k | 7.9k | 95.18 | |
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $744k | 4.9k | 152.80 | |
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $737k | 11k | 69.89 | |
| Altra Holdings | 0.0 | $733k | 24k | 31.06 | |
| Consolidated Edison (ED) | 0.0 | $723k | 8.5k | 84.79 | |
| Ishares Core Msci Emkt (IEMG) | 0.0 | $708k | 14k | 51.71 | |
| Sherwin-Williams Company (SHW) | 0.0 | $693k | 1.6k | 430.70 | |
| Callaway Golf Company (CALY) | 0.0 | $669k | 42k | 15.93 | |
| Entrust Capital | 0.0 | $663k | 1.00 | 663000.00 | |
| Enbridge (ENB) | 0.0 | $661k | 18k | 36.25 | |
| Select Sector Spdr Tr Sbi Int-finl (XLF) | 0.0 | $652k | 25k | 25.72 | |
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.0 | $645k | 4.8k | 135.70 | |
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $639k | 42k | 15.36 | |
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $639k | 13k | 50.18 | |
| Lighthouse Investment Partners | 0.0 | $628k | 1.00 | 628000.00 | |
| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $626k | 10k | 60.80 | |
| Air Products & Chemicals (APD) | 0.0 | $625k | 3.3k | 190.84 | |
| Ishares Tr Russell 3000 Etf (IWV) | 0.0 | $614k | 3.7k | 166.58 | |
| Hubbell (HUBB) | 0.0 | $604k | 5.1k | 117.99 | |
| Neogenomics Com New (NEO) | 0.0 | $590k | 29k | 20.44 | |
| Paychex (PAYX) | 0.0 | $589k | 7.3k | 80.23 | |
| Altegris Kkr Commitments Master Fund | 0.0 | $565k | 1.00 | 565000.00 | |
| Altegris Millennium | 0.0 | $559k | 1.00 | 559000.00 | |
| Edwards Lifesciences (EW) | 0.0 | $542k | 2.8k | 191.25 | |
| Ross Stores (ROST) | 0.0 | $517k | 5.6k | 93.02 | |
| Toronto Dominion Bk Ont Com New (TD) | 0.0 | $517k | 9.5k | 54.31 | |
| Lauder Estee Cos Cl A (EL) | 0.0 | $512k | 3.1k | 165.43 | |
| Wec Energy Group (WEC) | 0.0 | $510k | 6.4k | 79.08 | |
| Southern Company (SO) | 0.0 | $503k | 9.7k | 51.67 | |
| Select Sector Spdr Tr Energy (XLE) | 0.0 | $500k | 7.6k | 66.16 | |
| Biogen Idec (BIIB) | 0.0 | $500k | 2.1k | 236.41 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $494k | 3.1k | 160.91 | |
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $489k | 4.5k | 107.57 | |
| Bank of New York Mellon Corporation (BK) | 0.0 | $489k | 9.7k | 50.38 | |
| Enterprise Products Partners (EPD) | 0.0 | $486k | 17k | 29.12 | |
| American Tower Reit (AMT) | 0.0 | $479k | 2.4k | 197.20 | |
| Torchmark Corporation | 0.0 | $479k | 5.9k | 81.88 | |
| Tesla Motors (TSLA) | 0.0 | $473k | 1.7k | 279.72 | |
| Northern Trust Corporation (NTRS) | 0.0 | $472k | 5.2k | 90.33 | |
| Walgreen Boots Alliance | 0.0 | $471k | 7.4k | 63.23 | |
| Illinois Tool Works (ITW) | 0.0 | $471k | 3.3k | 143.42 | |
| Fiserv (FI) | 0.0 | $459k | 5.2k | 88.27 | |
| Schlumberger (SLB) | 0.0 | $457k | 11k | 43.58 | |
| American Intl Group Com New (AIG) | 0.0 | $453k | 11k | 43.10 | |
| AutoZone (AZO) | 0.0 | $452k | 441.00 | 1024.94 | |
| Netflix (NFLX) | 0.0 | $445k | 1.2k | 356.57 | |
| Stryker Corporation (SYK) | 0.0 | $445k | 2.3k | 197.69 | |
| Tcg Bdc (CGBD) | 0.0 | $441k | 31k | 14.47 | |
| International Flavors & Fragrances (IFF) | 0.0 | $440k | 3.4k | 128.77 | |
| Hormel Foods Corporation (HRL) | 0.0 | $435k | 9.7k | 44.74 | |
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.0 | $434k | 7.8k | 55.36 | |
| Chubb (CB) | 0.0 | $433k | 3.1k | 139.95 | |
| First Ban (FNLC) | 0.0 | $432k | 17k | 24.90 | |
| Norfolk Southern (NSC) | 0.0 | $430k | 2.3k | 187.04 | |
| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.0 | $429k | 4.9k | 86.77 | |
| CVS Caremark Corporation (CVS) | 0.0 | $428k | 7.9k | 53.98 | |
| Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $428k | 12k | 36.57 | |
| Royal Dutch Shell Spon Adr B | 0.0 | $416k | 6.5k | 64.01 | |
| SYSCO Corporation (SYY) | 0.0 | $409k | 6.1k | 66.76 | |
| Troon Inca | 0.0 | $400k | 8.00 | 50000.00 | |
| Public Service Enterprise (PEG) | 0.0 | $389k | 6.5k | 59.45 | |
| Pine Canyon | 0.0 | $389k | 2.00 | 194500.00 | |
| PNC Financial Services (PNC) | 0.0 | $388k | 3.2k | 122.59 | |
| Oge Energy Corp (OGE) | 0.0 | $383k | 8.9k | 43.13 | |
| Flexshares Tr Qlt Div Def Idx (QDEF) | 0.0 | $371k | 8.3k | 44.62 | |
| Eaton Corp SHS (ETN) | 0.0 | $370k | 4.6k | 80.61 | |
| Qualcomm (QCOM) | 0.0 | $350k | 6.1k | 57.11 | |
| Diageo P L C Spon Adr New (DEO) | 0.0 | $344k | 2.1k | 163.58 | |
| Vanguard Charlotte Fds Intl Bd Idx Etf (BNDX) | 0.0 | $343k | 6.2k | 55.75 | |
| Schwab Strategic Tr Us Reit Etf (SCHH) | 0.0 | $342k | 7.7k | 44.47 | |
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $337k | 3.9k | 86.97 | |
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.0 | $336k | 4.9k | 68.10 | |
| Applied Materials (AMAT) | 0.0 | $335k | 8.5k | 39.61 | |
| Kraft Heinz (KHC) | 0.0 | $335k | 10k | 32.63 | |
| Unilever N V N Y Shs New | 0.0 | $312k | 5.3k | 58.36 | |
| Docusign (DOCU) | 0.0 | $308k | 5.9k | 51.92 | |
| Becton, Dickinson and (BDX) | 0.0 | $308k | 1.2k | 249.59 | |
| Ishares Tr Expanded Tech (IGV) | 0.0 | $306k | 1.5k | 211.03 | |
| FedEx Corporation (FDX) | 0.0 | $305k | 1.7k | 181.44 | |
| Oppenheimer Etf Tr S&p Smallcap 600 | 0.0 | $302k | 4.6k | 65.61 | |
| Magellan Midstream Prtnrs Com Unit Rp Lp | 0.0 | $300k | 4.9k | 60.72 | |
| Clorox Company (CLX) | 0.0 | $300k | 1.9k | 160.34 | |
| Mcdowell Mtn Inca | 0.0 | $300k | 2.00 | 150000.00 | |
| Rancho Inca | 0.0 | $300k | 3.00 | 100000.00 | |
| Ennis (EBF) | 0.0 | $296k | 14k | 20.77 | |
| Target Corporation (TGT) | 0.0 | $295k | 3.7k | 80.16 | |
| Linde | 0.0 | $294k | 1.7k | 176.15 | |
| Teleflex Incorporated (TFX) | 0.0 | $291k | 963.00 | 302.18 | |
| General Motors Company (GM) | 0.0 | $289k | 7.8k | 37.08 | |
| General Electric Company | 0.0 | $287k | 29k | 10.00 | |
| Ishares Tr Micro-cap Etf (IWC) | 0.0 | $278k | 3.0k | 92.67 | |
| Spdr Series Trust Dj Reit Etf (RWR) | 0.0 | $274k | 2.8k | 98.92 | |
| Glaxosmithkline Sponsored Adr | 0.0 | $268k | 6.4k | 41.84 | |
| Teladoc (TDOC) | 0.0 | $267k | 4.8k | 55.62 | |
| Analog Devices (ADI) | 0.0 | $256k | 2.4k | 105.18 | |
| Ford Motor Company (F) | 0.0 | $256k | 29k | 8.80 | |
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.0 | $255k | 2.8k | 91.63 | |
| Ishares Tr Nasdaq Biotech (IBB) | 0.0 | $253k | 2.3k | 111.75 | |
| Automatic Data Processing (ADP) | 0.0 | $250k | 1.6k | 159.44 | |
| Altegris Kkr Commitments Master Fund | 0.0 | $250k | 1.00 | 250000.00 | |
| Oppenheimer Etf Tr S&p Mdcp 400 Rev | 0.0 | $248k | 4.2k | 59.22 | |
| Flexshares Tr Mornstar Upstr (GUNR) | 0.0 | $248k | 7.6k | 32.75 | |
| Novo-nordisk A S Adr (NVO) | 0.0 | $244k | 4.7k | 52.41 | |
| First Financial Ban (FFBC) | 0.0 | $241k | 10k | 24.10 | |
| Charles Schwab Corporation (SCHW) | 0.0 | $238k | 5.6k | 42.74 | |
| Invesco Exchange Traded Fd T Dwa Momentum (PDP) | 0.0 | $228k | 4.0k | 56.60 | |
| Total S A Sponsored Ads | 0.0 | $227k | 4.1k | 55.64 | |
| NVIDIA Corporation (NVDA) | 0.0 | $226k | 1.3k | 179.22 | |
| Electronic Arts (EA) | 0.0 | $225k | 2.2k | 101.53 | |
| Hologic (HOLX) | 0.0 | $224k | 4.6k | 48.31 | |
| Flexshares Tr Qualt Divd Idx (QDF) | 0.0 | $224k | 5.0k | 44.80 | |
| Foot Locker | 0.0 | $221k | 3.6k | 60.71 | |
| Realty Income (O) | 0.0 | $217k | 3.0k | 73.46 | |
| Vanguard Tax Managed Intl Ftse Dev Mkt Etf (VEA) | 0.0 | $217k | 5.3k | 40.83 | |
| V.F. Corporation (VFC) | 0.0 | $214k | 2.5k | 86.71 | |
| Pacific Premier Ban | 0.0 | $213k | 8.0k | 26.50 | |
| Ishares Tr Core Msci Total (IXUS) | 0.0 | $209k | 3.6k | 58.02 | |
| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $208k | 1.6k | 130.00 | |
| Fifth Third Ban (FITB) | 0.0 | $207k | 8.2k | 25.20 | |
| LCNB (LCNB) | 0.0 | $205k | 12k | 17.15 | |
| Capital Fund Ii | 0.0 | $200k | 2.00 | 100000.00 | |
| Cyanotech Corp Com Par $0.02 | 0.0 | $187k | 58k | 3.24 | |
| IRIDEX Corporation (IRIX) | 0.0 | $180k | 39k | 4.57 | |
| Tailored Brands | 0.0 | $176k | 23k | 7.82 | |
| Harrow Health (HROW) | 0.0 | $113k | 23k | 4.97 | |
| CECO Environmental (CECO) | 0.0 | $86k | 12k | 7.19 | |
| Gracewood Court Llc Class B | 0.0 | $41k | 41k | 1.00 | |
| Seafarer Exploration (SFRX) | 0.0 | $34k | 5.0M | 0.01 | |
| Dynasil Corporation of America | 0.0 | $33k | 32k | 1.02 | |
| Vertical Computer Sys Com New | 0.0 | $11k | 1.0M | 0.01 | |
| 5barz International | 0.0 | $8.0k | 200k | 0.04 | |
| Ttc Technology Corp equity | 0.0 | $7.0k | 100k | 0.07 | |
| Iveda Solutions | 0.0 | $4.0k | 19k | 0.21 | |
| Tmm Inc New C ommon (TMMI) | 0.0 | $2.0k | 100k | 0.02 | |
| Aftermaster Inc equities (AFTM) | 0.0 | $2.0k | 100k | 0.02 | |
| Healthier Choices Ma (HCMC) | 0.0 | $999.999100 | 10M | 0.00 | |
| Rim Semiconductor | 0.0 | $999.999000 | 1000k | 0.00 | |
| Nortel Networks Corporation | 0.0 | $0 | 50k | 0.00 | |
| Medcom Usa | 0.0 | $0 | 150k | 0.00 | |
| Card Activation Technologies | 0.0 | $0 | 150k | 0.00 | |
| Vapor Group Inc equities (VPOR) | 0.0 | $0 | 60k | 0.00 | |
| Myriad Entmt & Resor | 0.0 | $0 | 55k | 0.00 | |
| Altegris Millennium Fund Lp Series R | 0.0 | $0 | 0 | 0.00 | |
| Altegris Millennium Fund Lp Series R | 0.0 | $0 | 0 | 0.00 |