Great Diamond Partners as of Dec. 31, 2019
Portfolio Holdings for Great Diamond Partners
Great Diamond Partners holds 692 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| iShares Russell 3000 Index (IWV) | 8.5 | $22M | 118k | 188.49 | |
| Vanguard Total Stock Market ETF (VTI) | 8.3 | $22M | 134k | 163.61 | |
| IDEXX Laboratories (IDXX) | 5.6 | $15M | 56k | 261.13 | |
| Spdr S&p 500 Etf (SPY) | 3.2 | $8.3M | 26k | 321.84 | |
| Invesco S&p 500 Equal Weight Etf (RSP) | 3.1 | $8.1M | 70k | 115.71 | |
| Microsoft Corporation (MSFT) | 2.6 | $6.9M | 44k | 157.70 | |
| Amgen (AMGN) | 2.4 | $6.3M | 26k | 241.03 | |
| iShares S&P SmallCap 600 Index (IJR) | 2.0 | $5.3M | 63k | 83.85 | |
| Vanguard Emerging Markets ETF (VWO) | 1.9 | $4.9M | 110k | 44.47 | |
| iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) | 1.7 | $4.6M | 85k | 53.62 | |
| iShares Lehman 3-7 Yr Treasury Bond (IEI) | 1.5 | $3.9M | 31k | 125.72 | |
| Procter & Gamble Company (PG) | 1.4 | $3.8M | 30k | 124.90 | |
| JPMorgan Chase & Co. (JPM) | 1.4 | $3.7M | 27k | 139.39 | |
| Nextera Energy (NEE) | 1.3 | $3.3M | 14k | 242.14 | |
| Accenture (ACN) | 1.2 | $3.3M | 16k | 210.54 | |
| Automatic Data Processing (ADP) | 1.2 | $3.2M | 19k | 170.45 | |
| Abbott Laboratories (ABT) | 1.2 | $3.1M | 36k | 86.84 | |
| McCormick & Company, Incorporated (MKC) | 1.2 | $3.1M | 18k | 169.73 | |
| Lockheed Martin Corporation (LMT) | 1.2 | $3.1M | 8.0k | 389.26 | |
| Cisco Systems (CSCO) | 1.1 | $3.0M | 63k | 47.95 | |
| Home Depot (HD) | 1.1 | $2.9M | 13k | 218.33 | |
| Verizon Communications (VZ) | 1.1 | $2.8M | 46k | 61.39 | |
| Paychex (PAYX) | 1.0 | $2.7M | 31k | 85.03 | |
| American Tower Reit (AMT) | 1.0 | $2.5M | 11k | 229.80 | |
| Johnson & Johnson (JNJ) | 0.9 | $2.4M | 17k | 145.83 | |
| Intel Corporation (INTC) | 0.9 | $2.4M | 40k | 59.85 | |
| Texas Instruments Incorporated (TXN) | 0.9 | $2.3M | 18k | 128.24 | |
| McDonald's Corporation (MCD) | 0.9 | $2.3M | 11k | 197.60 | |
| WisdomTree MidCap Dividend Fund (DON) | 0.9 | $2.3M | 60k | 38.02 | |
| iShares MSCI EAFE Index Fund (EFA) | 0.8 | $2.2M | 32k | 69.43 | |
| Apple (AAPL) | 0.8 | $2.2M | 7.5k | 293.57 | |
| Starbucks Corporation (SBUX) | 0.8 | $2.1M | 24k | 87.89 | |
| Honeywell International (HON) | 0.8 | $2.1M | 12k | 176.98 | |
| Waste Management (WM) | 0.7 | $1.9M | 17k | 113.91 | |
| Pfizer (PFE) | 0.7 | $1.9M | 49k | 39.16 | |
| Merck & Co (MRK) | 0.6 | $1.7M | 19k | 90.93 | |
| Illinois Tool Works (ITW) | 0.6 | $1.7M | 9.3k | 179.55 | |
| Vanguard Extended Market ETF (VXF) | 0.6 | $1.7M | 13k | 125.98 | |
| Chubb (CB) | 0.6 | $1.7M | 11k | 155.57 | |
| Chevron Corporation (CVX) | 0.6 | $1.6M | 13k | 120.44 | |
| Morgan Stanley (MS) | 0.6 | $1.6M | 32k | 51.09 | |
| Mondelez Int (MDLZ) | 0.6 | $1.6M | 30k | 55.07 | |
| Amazon (AMZN) | 0.6 | $1.6M | 848.00 | 1846.70 | |
| iShares Barclays Inter Crd Bd Fund ETF) (IGIB) | 0.6 | $1.6M | 27k | 57.96 | |
| BlackRock | 0.6 | $1.5M | 3.0k | 502.53 | |
| Visa (V) | 0.6 | $1.5M | 8.0k | 187.88 | |
| Exxon Mobil Corporation (XOM) | 0.6 | $1.5M | 21k | 69.74 | |
| Valero Energy Corporation (VLO) | 0.5 | $1.2M | 13k | 93.60 | |
| Pepsi (PEP) | 0.5 | $1.2M | 9.0k | 136.62 | |
| Facebook Inc cl a (META) | 0.5 | $1.2M | 5.8k | 205.13 | |
| Alphabet Inc Class A cs (GOOGL) | 0.4 | $1.2M | 867.00 | 1339.10 | |
| United Technologies Corporation | 0.4 | $1.1M | 7.6k | 149.70 | |
| Vanguard High Dividend Yield ETF (VYM) | 0.4 | $1.1M | 12k | 93.64 | |
| Coca-Cola Company (KO) | 0.4 | $1.1M | 20k | 55.34 | |
| SPDR Barclays Capital Convertible SecETF (CWB) | 0.4 | $1.1M | 20k | 55.47 | |
| Union Pacific Corporation (UNP) | 0.4 | $984k | 5.4k | 180.65 | |
| Alphabet Inc Class C cs (GOOG) | 0.4 | $978k | 732.00 | 1336.07 | |
| Alibaba Group Holding (BABA) | 0.4 | $954k | 4.5k | 211.91 | |
| Vanguard Mortgage Bkd Sects ETF (VMBS) | 0.3 | $899k | 17k | 53.12 | |
| Ecolab (ECL) | 0.3 | $856k | 4.4k | 192.79 | |
| Schwab Strategic Tr us dividend eq (SCHD) | 0.3 | $839k | 15k | 57.86 | |
| Medtronic (MDT) | 0.3 | $844k | 7.4k | 113.40 | |
| 3M Company (MMM) | 0.3 | $800k | 4.5k | 176.37 | |
| Oracle Corporation (ORCL) | 0.3 | $752k | 14k | 52.94 | |
| Lamb Weston Hldgs (LW) | 0.3 | $761k | 8.9k | 85.92 | |
| S&p Global (SPGI) | 0.3 | $738k | 2.7k | 272.93 | |
| Berkshire Hathaway (BRK.B) | 0.3 | $718k | 3.2k | 226.43 | |
| Colgate-Palmolive Company (CL) | 0.3 | $698k | 10k | 68.81 | |
| Autodesk (ADSK) | 0.3 | $675k | 3.7k | 183.27 | |
| Wal-Mart Stores (WMT) | 0.2 | $625k | 5.3k | 118.78 | |
| Walt Disney Company (DIS) | 0.2 | $636k | 4.4k | 144.45 | |
| Bank of America Corporation (BAC) | 0.2 | $614k | 18k | 35.17 | |
| At&t (T) | 0.2 | $596k | 15k | 39.06 | |
| Wells Fargo & Company (WFC) | 0.2 | $617k | 12k | 53.80 | |
| NVIDIA Corporation (NVDA) | 0.2 | $572k | 2.4k | 234.91 | |
| Eli Lilly & Co. (LLY) | 0.2 | $564k | 4.3k | 131.35 | |
| Qualcomm (QCOM) | 0.2 | $551k | 6.3k | 88.13 | |
| Nike (NKE) | 0.2 | $513k | 5.1k | 101.18 | |
| iShares S&P MidCap 400 Index (IJH) | 0.2 | $537k | 2.6k | 205.51 | |
| Monster Beverage Corp (MNST) | 0.2 | $524k | 8.2k | 63.53 | |
| Genuine Parts Company (GPC) | 0.2 | $499k | 4.7k | 106.17 | |
| Adobe Systems Incorporated (ADBE) | 0.2 | $483k | 1.5k | 329.47 | |
| Novo Nordisk A/S (NVO) | 0.2 | $465k | 8.0k | 57.77 | |
| SPDR S&P Dividend (SDY) | 0.2 | $464k | 4.3k | 107.48 | |
| Regeneron Pharmaceuticals (REGN) | 0.2 | $438k | 1.2k | 374.68 | |
| DNP Select Income Fund (DNP) | 0.2 | $440k | 35k | 12.75 | |
| Expeditors International of Washington (EXPD) | 0.1 | $407k | 5.2k | 77.91 | |
| Cerner Corporation | 0.1 | $401k | 5.5k | 73.36 | |
| Deere & Company (DE) | 0.1 | $394k | 2.3k | 172.96 | |
| Abbvie (ABBV) | 0.1 | $406k | 4.6k | 88.40 | |
| MasterCard Incorporated (MA) | 0.1 | $372k | 1.2k | 298.08 | |
| Air Products & Chemicals (APD) | 0.1 | $369k | 1.6k | 234.58 | |
| ConocoPhillips (COP) | 0.1 | $362k | 5.6k | 64.89 | |
| WisdomTree Emerging Markets Eq (DEM) | 0.1 | $369k | 8.1k | 45.75 | |
| SEI Investments Company (SEIC) | 0.1 | $353k | 5.4k | 65.44 | |
| Sherwin-Williams Company (SHW) | 0.1 | $336k | 576.00 | 583.33 | |
| Travelers Companies (TRV) | 0.1 | $355k | 2.6k | 136.85 | |
| Yum! Brands (YUM) | 0.1 | $337k | 3.3k | 100.72 | |
| TJX Companies (TJX) | 0.1 | $351k | 5.8k | 60.92 | |
| iShares Dow Jones US Health Care (IHF) | 0.1 | $338k | 1.7k | 200.24 | |
| Vanguard Growth ETF (VUG) | 0.1 | $344k | 1.9k | 182.01 | |
| iShares Dow Jones US Medical Dev. (IHI) | 0.1 | $329k | 1.2k | 263.62 | |
| iShares S&P NA Tec.-SW. Idx. Fund (IGV) | 0.1 | $329k | 1.4k | 233.00 | |
| Paypal Holdings (PYPL) | 0.1 | $332k | 3.1k | 108.07 | |
| Vaneck Vectors Gold Miners mutual (GDX) | 0.1 | $346k | 12k | 29.26 | |
| Vaneck Vectors Semiconductor Etf semiconductor (SMH) | 0.1 | $339k | 2.4k | 141.07 | |
| Dupont De Nemours (DD) | 0.1 | $335k | 5.2k | 64.18 | |
| Raytheon Company | 0.1 | $327k | 1.5k | 219.46 | |
| Unilever | 0.1 | $315k | 5.5k | 57.39 | |
| First Trust DJ Internet Index Fund (FDN) | 0.1 | $322k | 2.3k | 138.97 | |
| iShares Dow Jones US Aerospace & Def.ETF (ITA) | 0.1 | $317k | 1.4k | 221.83 | |
| Citigroup (C) | 0.1 | $321k | 4.0k | 79.87 | |
| First Tr Exchange Traded Fd nasdaq cea cyb (CIBR) | 0.1 | $323k | 11k | 30.00 | |
| Vaneck Vectors Etf Tr Retail E (RTH) | 0.1 | $316k | 2.6k | 119.74 | |
| Costco Wholesale Corporation (COST) | 0.1 | $302k | 1.0k | 293.20 | |
| Copart (CPRT) | 0.1 | $281k | 3.1k | 90.67 | |
| Emerson Electric (EMR) | 0.1 | $285k | 3.7k | 76.08 | |
| General Mills (GIS) | 0.1 | $285k | 5.3k | 53.52 | |
| salesforce (CRM) | 0.1 | $284k | 1.7k | 162.56 | |
| iShares Dow Jones US Brok-Dea. Ind.ETF (IAI) | 0.1 | $296k | 4.3k | 68.28 | |
| Marathon Petroleum Corp (MPC) | 0.1 | $302k | 5.0k | 60.18 | |
| Comcast Corporation (CMCSA) | 0.1 | $259k | 5.8k | 44.80 | |
| FedEx Corporation (FDX) | 0.1 | $258k | 1.7k | 150.70 | |
| Consolidated Edison (ED) | 0.1 | $271k | 3.0k | 90.33 | |
| Analog Devices (ADI) | 0.1 | $262k | 2.2k | 118.50 | |
| Target Corporation (TGT) | 0.1 | $258k | 2.0k | 127.72 | |
| FactSet Research Systems (FDS) | 0.1 | $258k | 964.00 | 267.63 | |
| Phillips 66 (PSX) | 0.1 | $250k | 2.2k | 111.26 | |
| Eaton (ETN) | 0.1 | $258k | 2.7k | 94.71 | |
| Sba Communications Corp (SBAC) | 0.1 | $254k | 1.1k | 240.99 | |
| Cigna Corp (CI) | 0.1 | $251k | 1.2k | 204.40 | |
| Dow (DOW) | 0.1 | $267k | 4.9k | 54.59 | |
| Bristol Myers Squibb (BMY) | 0.1 | $241k | 3.8k | 63.94 | |
| CVS Caremark Corporation (CVS) | 0.1 | $239k | 3.2k | 74.27 | |
| Novartis (NVS) | 0.1 | $241k | 2.5k | 94.55 | |
| Schlumberger (SLB) | 0.1 | $248k | 6.2k | 40.11 | |
| Intuit (INTU) | 0.1 | $240k | 919.00 | 261.15 | |
| American Water Works (AWK) | 0.1 | $247k | 2.0k | 122.64 | |
| Oneok (OKE) | 0.1 | $233k | 3.1k | 75.40 | |
| iShares FTSE KLD 400 Social Idx (DSI) | 0.1 | $228k | 1.9k | 119.75 | |
| Schwab U S Small Cap ETF (SCHA) | 0.1 | $240k | 3.2k | 75.54 | |
| Yum China Holdings (YUMC) | 0.1 | $224k | 4.7k | 47.95 | |
| PNC Financial Services (PNC) | 0.1 | $216k | 1.4k | 159.53 | |
| Bank of New York Mellon Corporation (BK) | 0.1 | $209k | 4.2k | 50.31 | |
| General Electric Company | 0.1 | $202k | 18k | 11.15 | |
| AFLAC Incorporated (AFL) | 0.1 | $207k | 3.9k | 52.89 | |
| Gilead Sciences (GILD) | 0.1 | $215k | 3.3k | 64.82 | |
| Lowe's Companies (LOW) | 0.1 | $220k | 1.8k | 119.24 | |
| Varian Medical Systems | 0.1 | $207k | 1.5k | 141.59 | |
| Quest Diagnostics Incorporated (DGX) | 0.1 | $217k | 2.0k | 106.69 | |
| Nxp Semiconductors N V (NXPI) | 0.1 | $213k | 1.7k | 127.09 | |
| Iqvia Holdings (IQV) | 0.1 | $202k | 1.3k | 154.43 | |
| PPG Industries (PPG) | 0.1 | $173k | 1.3k | 133.08 | |
| Koninklijke Philips Electronics NV (PHG) | 0.1 | $186k | 3.8k | 48.61 | |
| Thermo Fisher Scientific (TMO) | 0.1 | $185k | 570.00 | 324.56 | |
| International Business Machines (IBM) | 0.1 | $180k | 1.3k | 133.93 | |
| Stryker Corporation (SYK) | 0.1 | $174k | 833.00 | 208.88 | |
| Danaher Corporation (DHR) | 0.1 | $188k | 1.2k | 153.47 | |
| Kellogg Company (K) | 0.1 | $172k | 2.5k | 68.97 | |
| ConAgra Foods (CAG) | 0.1 | $184k | 5.4k | 34.14 | |
| MetLife (MET) | 0.1 | $171k | 3.4k | 50.74 | |
| Hexcel Corporation (HXL) | 0.1 | $184k | 2.5k | 73.07 | |
| Wabtec Corporation (WAB) | 0.1 | $174k | 2.2k | 77.54 | |
| Aqua America | 0.1 | $177k | 3.8k | 46.68 | |
| Casella Waste Systems (CWST) | 0.1 | $195k | 4.3k | 45.86 | |
| Dollar General (DG) | 0.1 | $173k | 1.1k | 155.72 | |
| Vanguard Intermediate Tm Cpte Bd ETF (VCIT) | 0.1 | $178k | 2.0k | 91.28 | |
| Xylem (XYL) | 0.1 | $174k | 2.2k | 78.70 | |
| Anthem (ELV) | 0.1 | $183k | 608.00 | 300.99 | |
| Corteva (CTVA) | 0.1 | $193k | 6.5k | 29.50 | |
| Ansys (ANSS) | 0.1 | $155k | 605.00 | 256.20 | |
| Norfolk Southern (NSC) | 0.1 | $157k | 810.00 | 193.83 | |
| Dominion Resources (D) | 0.1 | $168k | 2.0k | 82.80 | |
| J.B. Hunt Transport Services (JBHT) | 0.1 | $150k | 1.3k | 116.64 | |
| Trimble Navigation (TRMB) | 0.1 | $150k | 3.6k | 41.57 | |
| International Flavors & Fragrances (IFF) | 0.1 | $145k | 1.1k | 128.32 | |
| Sap (SAP) | 0.1 | $148k | 1.1k | 133.09 | |
| Omni (OMC) | 0.1 | $165k | 2.0k | 80.76 | |
| Omnicell (OMCL) | 0.1 | $159k | 1.9k | 81.66 | |
| Lululemon Athletica (LULU) | 0.1 | $161k | 698.00 | 230.66 | |
| American International (AIG) | 0.1 | $152k | 3.0k | 51.04 | |
| First Republic Bank/san F (FRCB) | 0.1 | $150k | 1.3k | 116.73 | |
| SPDR S&P World ex-US (SPDW) | 0.1 | $164k | 5.3k | 31.21 | |
| Palo Alto Networks (PANW) | 0.1 | $150k | 651.00 | 230.41 | |
| Avangrid | 0.1 | $150k | 3.0k | 50.83 | |
| Reinsurance Group of America (RGA) | 0.1 | $123k | 760.00 | 161.84 | |
| American Express Company (AXP) | 0.1 | $136k | 1.1k | 124.43 | |
| AstraZeneca (AZN) | 0.1 | $120k | 2.4k | 49.75 | |
| Becton, Dickinson and (BDX) | 0.1 | $136k | 502.00 | 270.92 | |
| Altria (MO) | 0.1 | $134k | 2.7k | 49.89 | |
| EOG Resources (EOG) | 0.1 | $139k | 1.7k | 83.53 | |
| East West Ban (EWBC) | 0.1 | $136k | 2.8k | 48.50 | |
| New York Times Company (NYT) | 0.1 | $133k | 4.1k | 32.16 | |
| Jones Lang LaSalle Incorporated (JLL) | 0.1 | $125k | 721.00 | 173.37 | |
| IPG Photonics Corporation (IPGP) | 0.1 | $123k | 854.00 | 144.03 | |
| LHC | 0.1 | $138k | 1.0k | 137.72 | |
| Vanguard Small-Cap ETF (VB) | 0.1 | $142k | 860.00 | 165.12 | |
| General Motors Company (GM) | 0.1 | $143k | 3.9k | 36.37 | |
| Alcon (ALC) | 0.1 | $134k | 2.4k | 56.54 | |
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $128k | 2.3k | 55.60 | |
| Cognizant Technology Solutions (CTSH) | 0.0 | $103k | 1.7k | 61.57 | |
| Taiwan Semiconductor Mfg (TSM) | 0.0 | $102k | 1.8k | 57.89 | |
| Charles Schwab Corporation (SCHW) | 0.0 | $117k | 2.5k | 47.48 | |
| State Street Corporation (STT) | 0.0 | $97k | 1.2k | 78.86 | |
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $106k | 1.1k | 94.47 | |
| Tractor Supply Company (TSCO) | 0.0 | $115k | 1.2k | 92.67 | |
| Sony Corporation (SONY) | 0.0 | $106k | 1.6k | 67.47 | |
| FirstEnergy (FE) | 0.0 | $117k | 2.4k | 48.35 | |
| Public Storage (PSA) | 0.0 | $111k | 523.00 | 212.24 | |
| Avery Dennison Corporation (AVY) | 0.0 | $105k | 810.00 | 129.63 | |
| SVB Financial (SIVBQ) | 0.0 | $111k | 446.00 | 248.88 | |
| Allstate Corporation (ALL) | 0.0 | $117k | 1.0k | 112.07 | |
| Hershey Company (HSY) | 0.0 | $110k | 755.00 | 145.70 | |
| AvalonBay Communities (AVB) | 0.0 | $115k | 552.00 | 208.33 | |
| First Solar (FSLR) | 0.0 | $110k | 2.0k | 55.84 | |
| Constellation Brands (STZ) | 0.0 | $93k | 494.00 | 188.26 | |
| Quanta Services (PWR) | 0.0 | $94k | 2.3k | 40.29 | |
| Activision Blizzard | 0.0 | $110k | 1.9k | 59.40 | |
| Illumina (ILMN) | 0.0 | $114k | 346.00 | 329.48 | |
| Humana (HUM) | 0.0 | $106k | 291.00 | 364.26 | |
| Ingersoll-rand Co Ltd-cl A | 0.0 | $116k | 875.00 | 132.57 | |
| Middleby Corporation (MIDD) | 0.0 | $106k | 974.00 | 108.83 | |
| BorgWarner (BWA) | 0.0 | $116k | 2.7k | 43.15 | |
| NuVasive | 0.0 | $94k | 1.2k | 77.05 | |
| Tyler Technologies (TYL) | 0.0 | $105k | 350.00 | 300.00 | |
| Jack Henry & Associates (JKHY) | 0.0 | $102k | 706.00 | 144.48 | |
| iShares Russell 1000 Growth Index (IWF) | 0.0 | $95k | 543.00 | 174.95 | |
| iShares Dow Jones Select Dividend (DVY) | 0.0 | $95k | 900.00 | 105.56 | |
| iShares S&P Global Clean Energy Index (ICLN) | 0.0 | $115k | 9.8k | 11.73 | |
| Cdk Global Inc equities | 0.0 | $102k | 1.9k | 54.66 | |
| Willis Towers Watson (WTW) | 0.0 | $116k | 575.00 | 201.74 | |
| Booking Holdings (BKNG) | 0.0 | $115k | 56.00 | 2053.57 | |
| Fox Corp (FOXA) | 0.0 | $110k | 3.0k | 37.00 | |
| BP (BP) | 0.0 | $80k | 2.1k | 37.66 | |
| Huntington Bancshares Incorporated (HBAN) | 0.0 | $79k | 5.3k | 14.95 | |
| Broadridge Financial Solutions (BR) | 0.0 | $74k | 600.00 | 123.33 | |
| Northern Trust Corporation (NTRS) | 0.0 | $74k | 700.00 | 105.71 | |
| CSX Corporation (CSX) | 0.0 | $87k | 1.2k | 71.60 | |
| M&T Bank Corporation (MTB) | 0.0 | $78k | 460.00 | 169.57 | |
| Blackbaud (BLKB) | 0.0 | $67k | 853.00 | 78.55 | |
| Kimberly-Clark Corporation (KMB) | 0.0 | $75k | 546.00 | 137.36 | |
| Xilinx | 0.0 | $85k | 870.00 | 97.70 | |
| Unum (UNM) | 0.0 | $82k | 2.8k | 29.01 | |
| Sanofi-Aventis SA (SNY) | 0.0 | $75k | 1.5k | 49.73 | |
| Southern Company (SO) | 0.0 | $82k | 1.3k | 63.08 | |
| Zimmer Holdings (ZBH) | 0.0 | $90k | 606.00 | 148.51 | |
| SPDR Gold Trust (GLD) | 0.0 | $87k | 615.00 | 141.46 | |
| Sun Life Financial (SLF) | 0.0 | $67k | 1.5k | 45.33 | |
| United Bankshares (UBSI) | 0.0 | $71k | 1.8k | 38.48 | |
| Church & Dwight (CHD) | 0.0 | $88k | 1.3k | 70.18 | |
| LogMeIn | 0.0 | $84k | 984.00 | 85.37 | |
| Cambridge Ban (CATC) | 0.0 | $80k | 1.0k | 80.00 | |
| Vanguard Star Fd Intl Stk Idxf (VXUS) | 0.0 | $79k | 1.4k | 55.05 | |
| Aon | 0.0 | $83k | 400.00 | 207.50 | |
| Duke Energy (DUK) | 0.0 | $82k | 903.00 | 90.81 | |
| Interface (TILE) | 0.0 | $81k | 4.9k | 16.44 | |
| Wp Carey (WPC) | 0.0 | $85k | 1.1k | 79.44 | |
| Vanguard S&p 500 Etf idx (VOO) | 0.0 | $81k | 276.00 | 293.48 | |
| Walgreen Boots Alliance | 0.0 | $81k | 1.4k | 58.82 | |
| Crown Castle Intl (CCI) | 0.0 | $87k | 614.00 | 141.69 | |
| Eversource Energy (ES) | 0.0 | $76k | 902.00 | 84.26 | |
| Fortive (FTV) | 0.0 | $74k | 979.00 | 75.59 | |
| First Hawaiian (FHB) | 0.0 | $75k | 2.6k | 28.57 | |
| Baker Hughes A Ge Company (BKR) | 0.0 | $67k | 2.6k | 25.57 | |
| Hasbro (HAS) | 0.0 | $58k | 556.00 | 104.32 | |
| Progressive Corporation (PGR) | 0.0 | $40k | 553.00 | 72.33 | |
| U.S. Bancorp (USB) | 0.0 | $52k | 893.00 | 58.23 | |
| Discover Financial Services | 0.0 | $62k | 741.00 | 83.67 | |
| Moody's Corporation (MCO) | 0.0 | $56k | 236.00 | 237.29 | |
| Martin Marietta Materials (MLM) | 0.0 | $43k | 156.00 | 275.64 | |
| CarMax (KMX) | 0.0 | $40k | 466.00 | 85.84 | |
| Northrop Grumman Corporation (NOC) | 0.0 | $48k | 140.00 | 342.86 | |
| Power Integrations (POWI) | 0.0 | $41k | 416.00 | 98.56 | |
| SYSCO Corporation (SYY) | 0.0 | $56k | 665.00 | 84.21 | |
| Boston Scientific Corporation (BSX) | 0.0 | $61k | 1.4k | 44.59 | |
| Franklin Electric (FELE) | 0.0 | $57k | 1.0k | 56.49 | |
| CSG Systems International (CSGS) | 0.0 | $57k | 1.1k | 51.63 | |
| United Rentals (URI) | 0.0 | $56k | 341.00 | 164.22 | |
| Everest Re Group (EG) | 0.0 | $58k | 210.00 | 276.19 | |
| Progress Software Corporation (PRGS) | 0.0 | $43k | 1.1k | 40.76 | |
| Philip Morris International (PM) | 0.0 | $62k | 737.00 | 84.12 | |
| Rio Tinto (RIO) | 0.0 | $59k | 1.0k | 58.53 | |
| UnitedHealth (UNH) | 0.0 | $53k | 183.00 | 289.62 | |
| Alleghany Corporation | 0.0 | $43k | 55.00 | 781.82 | |
| Total (TTE) | 0.0 | $45k | 817.00 | 55.08 | |
| General Dynamics Corporation (GD) | 0.0 | $55k | 312.00 | 176.28 | |
| Fiserv (FI) | 0.0 | $64k | 561.00 | 114.08 | |
| PPL Corporation (PPL) | 0.0 | $64k | 1.8k | 35.56 | |
| Public Service Enterprise (PEG) | 0.0 | $43k | 739.00 | 58.19 | |
| Verisk Analytics (VRSK) | 0.0 | $42k | 282.00 | 148.94 | |
| Vanguard Short-Term Bond ETF (BSV) | 0.0 | $43k | 536.00 | 80.22 | |
| Choice Hotels International (CHH) | 0.0 | $40k | 396.00 | 101.01 | |
| Amdocs Ltd ord (DOX) | 0.0 | $42k | 585.00 | 71.79 | |
| Huntsman Corporation (HUN) | 0.0 | $65k | 2.7k | 23.89 | |
| iShares Russell 1000 Index (IWB) | 0.0 | $45k | 253.00 | 177.87 | |
| Camden National Corporation (CAC) | 0.0 | $41k | 900.00 | 45.56 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.0 | $40k | 159.00 | 251.57 | |
| CRH | 0.0 | $55k | 1.4k | 40.00 | |
| Monro Muffler Brake (MNRO) | 0.0 | $43k | 556.00 | 77.34 | |
| Rockwell Automation (ROK) | 0.0 | $51k | 254.00 | 200.79 | |
| UniFirst Corporation (UNF) | 0.0 | $65k | 324.00 | 200.62 | |
| Watts Water Technologies (WTS) | 0.0 | $51k | 513.00 | 99.42 | |
| Woodward Governor Company (WWD) | 0.0 | $58k | 495.00 | 117.17 | |
| ExlService Holdings (EXLS) | 0.0 | $40k | 578.00 | 69.20 | |
| Anika Therapeutics (ANIK) | 0.0 | $44k | 853.00 | 51.58 | |
| First American Financial (FAF) | 0.0 | $46k | 800.00 | 57.50 | |
| First Ban (FNLC) | 0.0 | $46k | 1.5k | 30.22 | |
| Bar Harbor Bankshares (BHB) | 0.0 | $48k | 1.9k | 25.10 | |
| Utilities SPDR (XLU) | 0.0 | $40k | 627.00 | 63.80 | |
| SPDR S&P Biotech (XBI) | 0.0 | $40k | 422.00 | 94.79 | |
| Vanguard FTSE All-World ex-US ETF (VEU) | 0.0 | $63k | 1.2k | 53.16 | |
| Vanguard Dividend Appreciation ETF (VIG) | 0.0 | $62k | 499.00 | 124.25 | |
| First Trust Mid Cap Core Alpha Fnd (FNX) | 0.0 | $56k | 774.00 | 72.35 | |
| Booz Allen Hamilton Holding Corporation (BAH) | 0.0 | $57k | 815.00 | 69.94 | |
| CoreSite Realty | 0.0 | $40k | 365.00 | 109.59 | |
| O'reilly Automotive (ORLY) | 0.0 | $42k | 97.00 | 432.99 | |
| Ss&c Technologies Holding (SSNC) | 0.0 | $46k | 755.00 | 60.93 | |
| Motorola Solutions (MSI) | 0.0 | $63k | 394.00 | 159.90 | |
| SPDR S&P Emerging Markets (SPEM) | 0.0 | $53k | 1.4k | 36.91 | |
| Te Connectivity Ltd for | 0.0 | $62k | 650.00 | 95.38 | |
| Cbre Group Inc Cl A (CBRE) | 0.0 | $42k | 693.00 | 60.61 | |
| Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 0.0 | $43k | 673.00 | 63.89 | |
| Ishares Morningstar (IYLD) | 0.0 | $51k | 2.0k | 25.50 | |
| Exchange Traded Concepts Tr robo stx glb etf (ROBO) | 0.0 | $42k | 1.0k | 42.00 | |
| Pentair cs (PNR) | 0.0 | $48k | 1.1k | 45.16 | |
| Lamar Advertising Co-a (LAMR) | 0.0 | $40k | 450.00 | 88.89 | |
| Store Capital Corp reit | 0.0 | $56k | 1.5k | 36.77 | |
| Tegna (TGNA) | 0.0 | $62k | 3.7k | 16.65 | |
| Bwx Technologies (BWXT) | 0.0 | $49k | 800.00 | 61.25 | |
| Chemours (CC) | 0.0 | $41k | 2.3k | 17.92 | |
| Hp (HPQ) | 0.0 | $49k | 2.4k | 20.17 | |
| Ferrari Nv Ord (RACE) | 0.0 | $48k | 290.00 | 165.52 | |
| Arrowhead Pharmaceuticals (ARWR) | 0.0 | $47k | 743.00 | 63.26 | |
| Invesco Senior Loan Etf otr (BKLN) | 0.0 | $52k | 2.3k | 22.81 | |
| Invesco Exchange Traded Fd T s&p500 pur val (RPV) | 0.0 | $41k | 600.00 | 68.33 | |
| Equinor Asa (EQNR) | 0.0 | $41k | 2.1k | 19.69 | |
| Itm - Vaneck Vectors Amt Free Int Muni (ITM) | 0.0 | $44k | 895.00 | 49.16 | |
| Linde | 0.0 | $53k | 249.00 | 212.85 | |
| Iaa | 0.0 | $45k | 960.00 | 46.88 | |
| HSBC Holdings (HSBC) | 0.0 | $14k | 368.00 | 38.04 | |
| Starwood Property Trust (STWD) | 0.0 | $17k | 700.00 | 24.29 | |
| First Financial Ban (FFBC) | 0.0 | $20k | 815.00 | 24.54 | |
| CVB Financial (CVBF) | 0.0 | $21k | 1.0k | 20.61 | |
| Ameriprise Financial (AMP) | 0.0 | $25k | 154.00 | 162.34 | |
| Caterpillar (CAT) | 0.0 | $37k | 257.00 | 143.97 | |
| Bank of Hawaii Corporation (BOH) | 0.0 | $37k | 390.00 | 94.87 | |
| Carnival Corporation (CCL) | 0.0 | $22k | 440.00 | 50.00 | |
| Core Laboratories | 0.0 | $21k | 582.00 | 36.08 | |
| Cummins (CMI) | 0.0 | $22k | 125.00 | 176.00 | |
| RPM International (RPM) | 0.0 | $35k | 468.00 | 74.79 | |
| Sealed Air (SEE) | 0.0 | $39k | 1.0k | 39.00 | |
| Boeing Company (BA) | 0.0 | $33k | 103.00 | 320.39 | |
| Itron (ITRI) | 0.0 | $22k | 270.00 | 81.48 | |
| Simpson Manufacturing (SSD) | 0.0 | $25k | 312.00 | 80.13 | |
| Avista Corporation (AVA) | 0.0 | $23k | 489.00 | 47.03 | |
| Newell Rubbermaid (NWL) | 0.0 | $35k | 1.8k | 19.03 | |
| Western Digital (WDC) | 0.0 | $17k | 281.00 | 60.50 | |
| AmerisourceBergen (COR) | 0.0 | $21k | 250.00 | 84.00 | |
| Coherent | 0.0 | $23k | 140.00 | 164.29 | |
| Barnes | 0.0 | $23k | 378.00 | 60.85 | |
| SkyWest (SKYW) | 0.0 | $24k | 382.00 | 62.83 | |
| Herman Miller (MLKN) | 0.0 | $22k | 539.00 | 40.82 | |
| Haemonetics Corporation (HAE) | 0.0 | $26k | 231.00 | 112.55 | |
| Waters Corporation (WAT) | 0.0 | $39k | 170.00 | 229.41 | |
| Forward Air Corporation | 0.0 | $37k | 534.00 | 69.29 | |
| McKesson Corporation (MCK) | 0.0 | $35k | 257.00 | 136.19 | |
| NiSource (NI) | 0.0 | $33k | 1.2k | 27.34 | |
| Callaway Golf Company (MODG) | 0.0 | $18k | 864.00 | 20.83 | |
| Wolverine World Wide (WWW) | 0.0 | $23k | 709.00 | 32.44 | |
| Diageo (DEO) | 0.0 | $32k | 195.00 | 164.10 | |
| eBay (EBAY) | 0.0 | $27k | 750.00 | 36.00 | |
| GlaxoSmithKline | 0.0 | $38k | 810.00 | 46.91 | |
| Marsh & McLennan Companies (MMC) | 0.0 | $28k | 255.00 | 109.80 | |
| Occidental Petroleum Corporation (OXY) | 0.0 | $37k | 916.00 | 40.39 | |
| Parker-Hannifin Corporation (PH) | 0.0 | $39k | 193.00 | 202.07 | |
| Royal Dutch Shell | 0.0 | $32k | 550.00 | 58.18 | |
| First Midwest Ban | 0.0 | $21k | 931.00 | 22.56 | |
| Ford Motor Company (F) | 0.0 | $23k | 2.5k | 9.16 | |
| Exelon Corporation (EXC) | 0.0 | $30k | 679.00 | 44.18 | |
| Williams Companies (WMB) | 0.0 | $35k | 1.5k | 23.21 | |
| Cohen & Steers (CNS) | 0.0 | $31k | 509.00 | 60.90 | |
| Clorox Company (CLX) | 0.0 | $23k | 150.00 | 153.33 | |
| Prudential Financial (PRU) | 0.0 | $14k | 159.00 | 88.05 | |
| Dollar Tree (DLTR) | 0.0 | $27k | 289.00 | 93.43 | |
| ProAssurance Corporation (PRA) | 0.0 | $17k | 496.00 | 34.27 | |
| Balchem Corporation (BCPC) | 0.0 | $24k | 238.00 | 100.84 | |
| eHealth (EHTH) | 0.0 | $18k | 196.00 | 91.84 | |
| NewMarket Corporation (NEU) | 0.0 | $36k | 74.00 | 486.49 | |
| Netflix (NFLX) | 0.0 | $29k | 91.00 | 318.68 | |
| Hub (HUBG) | 0.0 | $31k | 614.00 | 50.49 | |
| Landstar System (LSTR) | 0.0 | $30k | 266.00 | 112.78 | |
| Lexington Realty Trust (LXP) | 0.0 | $21k | 2.0k | 10.56 | |
| iShares NASDAQ Biotechnology Index (IBB) | 0.0 | $19k | 160.00 | 118.75 | |
| Hawaiian Holdings | 0.0 | $15k | 529.00 | 28.36 | |
| Darling International (DAR) | 0.0 | $33k | 1.2k | 27.48 | |
| Eaton Vance | 0.0 | $28k | 614.00 | 45.60 | |
| Advanced Energy Industries (AEIS) | 0.0 | $24k | 338.00 | 71.01 | |
| Brooks Automation (AZTA) | 0.0 | $24k | 583.00 | 41.17 | |
| Celanese Corporation (CE) | 0.0 | $24k | 195.00 | 123.08 | |
| ESCO Technologies (ESE) | 0.0 | $20k | 220.00 | 90.91 | |
| Insight Enterprises (NSIT) | 0.0 | $20k | 298.00 | 67.11 | |
| Meritage Homes Corporation (MTH) | 0.0 | $19k | 317.00 | 59.94 | |
| Old National Ban (ONB) | 0.0 | $23k | 1.3k | 17.97 | |
| STMicroelectronics (STM) | 0.0 | $34k | 1.3k | 26.15 | |
| American Equity Investment Life Holding | 0.0 | $23k | 771.00 | 29.83 | |
| Innospec (IOSP) | 0.0 | $20k | 202.00 | 99.01 | |
| Universal Forest Products | 0.0 | $23k | 498.00 | 46.18 | |
| Atrion Corporation (ATRI) | 0.0 | $19k | 26.00 | 730.77 | |
| Bruker Corporation (BRKR) | 0.0 | $37k | 737.00 | 50.20 | |
| Commerce Bancshares (CBSH) | 0.0 | $39k | 581.00 | 67.13 | |
| Community Bank System (CBU) | 0.0 | $26k | 368.00 | 70.65 | |
| Cabot Microelectronics Corporation | 0.0 | $29k | 206.00 | 140.78 | |
| Chemed Corp Com Stk (CHE) | 0.0 | $36k | 84.00 | 428.57 | |
| Dorman Products (DORM) | 0.0 | $32k | 433.00 | 73.90 | |
| DiamondRock Hospitality Company (DRH) | 0.0 | $19k | 1.7k | 11.03 | |
| Dril-Quip (DRQ) | 0.0 | $20k | 441.00 | 45.35 | |
| Energy Transfer Equity (ET) | 0.0 | $26k | 2.1k | 12.52 | |
| Hibbett Sports (HIBB) | 0.0 | $16k | 580.00 | 27.59 | |
| John Bean Technologies Corporation (JBTM) | 0.0 | $25k | 228.00 | 109.65 | |
| J&J Snack Foods (JJSF) | 0.0 | $21k | 117.00 | 179.49 | |
| Lithia Motors (LAD) | 0.0 | $24k | 167.00 | 143.71 | |
| Southwest Airlines (LUV) | 0.0 | $30k | 560.00 | 53.57 | |
| Manhattan Associates (MANH) | 0.0 | $30k | 387.00 | 77.52 | |
| Moog (MOG.A) | 0.0 | $21k | 252.00 | 83.33 | |
| Morningstar (MORN) | 0.0 | $29k | 195.00 | 148.72 | |
| Boston Beer Company (SAM) | 0.0 | $21k | 58.00 | 362.07 | |
| Steven Madden (SHOO) | 0.0 | $26k | 621.00 | 41.87 | |
| South Jersey Industries | 0.0 | $23k | 708.00 | 32.49 | |
| TTM Technologies (TTMI) | 0.0 | $19k | 1.3k | 14.88 | |
| AK Steel Holding Corporation | 0.0 | $17k | 5.3k | 3.24 | |
| ING Groep (ING) | 0.0 | $20k | 1.7k | 11.76 | |
| Tompkins Financial Corporation (TMP) | 0.0 | $33k | 369.00 | 89.43 | |
| Texas Roadhouse (TXRH) | 0.0 | $23k | 423.00 | 54.37 | |
| Agree Realty Corporation (ADC) | 0.0 | $22k | 325.00 | 67.69 | |
| Applied Industrial Technologies (AIT) | 0.0 | $39k | 599.00 | 65.11 | |
| American States Water Company (AWR) | 0.0 | $23k | 272.00 | 84.56 | |
| CHECK POINT SOFTWARE Technolog Com Stk (CHKP) | 0.0 | $18k | 168.00 | 107.14 | |
| Callon Pete Co Del Com Stk | 0.0 | $17k | 3.7k | 4.59 | |
| CorVel Corporation (CRVL) | 0.0 | $22k | 260.00 | 84.62 | |
| CryoLife (AORT) | 0.0 | $26k | 962.00 | 27.03 | |
| Nic | 0.0 | $30k | 1.4k | 21.96 | |
| Ensign (ENSG) | 0.0 | $21k | 470.00 | 44.68 | |
| Exponent (EXPO) | 0.0 | $24k | 356.00 | 67.42 | |
| H.B. Fuller Company (FUL) | 0.0 | $21k | 411.00 | 51.09 | |
| Glacier Ban (GBCI) | 0.0 | $27k | 595.00 | 45.38 | |
| Independent Bank (INDB) | 0.0 | $22k | 270.00 | 81.48 | |
| Scotts Miracle-Gro Company (SMG) | 0.0 | $21k | 200.00 | 105.00 | |
| Tech Data Corporation | 0.0 | $35k | 247.00 | 141.70 | |
| UMB Financial Corporation (UMBF) | 0.0 | $24k | 350.00 | 68.57 | |
| WD-40 Company (WDFC) | 0.0 | $21k | 109.00 | 192.66 | |
| U.S. Physical Therapy (USPH) | 0.0 | $30k | 267.00 | 112.36 | |
| Neogen Corporation (NEOG) | 0.0 | $24k | 373.00 | 64.34 | |
| PetMed Express (PETS) | 0.0 | $14k | 600.00 | 23.33 | |
| Tor Dom Bk Cad (TD) | 0.0 | $26k | 480.00 | 54.17 | |
| Technology SPDR (XLK) | 0.0 | $20k | 223.00 | 89.69 | |
| Apollo Commercial Real Est. Finance (ARI) | 0.0 | $20k | 1.1k | 17.54 | |
| Columbia Banking System (COLB) | 0.0 | $23k | 571.00 | 40.28 | |
| SM Energy (SM) | 0.0 | $18k | 1.7k | 10.88 | |
| Nabors Industries | 0.0 | $19k | 6.7k | 2.85 | |
| CBOE Holdings (CBOE) | 0.0 | $39k | 327.00 | 119.27 | |
| iShares IBoxx $ Invest Grade Corp Bd (LQD) | 0.0 | $19k | 150.00 | 126.67 | |
| iShares Russell Midcap Index Fund (IWR) | 0.0 | $14k | 248.00 | 56.45 | |
| Masimo Corporation (MASI) | 0.0 | $29k | 188.00 | 154.26 | |
| Express | 0.0 | $19k | 4.1k | 4.67 | |
| Lakeland Financial Corporation (LKFN) | 0.0 | $19k | 397.00 | 47.86 | |
| iShares Lehman 7-10 Yr Treas. Bond (IEF) | 0.0 | $21k | 199.00 | 105.53 | |
| Acadia Realty Trust (AKR) | 0.0 | $19k | 745.00 | 25.50 | |
| QEP Resources | 0.0 | $19k | 4.4k | 4.37 | |
| Fabrinet (FN) | 0.0 | $21k | 328.00 | 64.02 | |
| iShares Russell Midcap Growth Idx. (IWP) | 0.0 | $16k | 110.00 | 145.45 | |
| Industries N shs - a - (LYB) | 0.0 | $38k | 403.00 | 94.29 | |
| iShares Lehman MBS Bond Fund (MBB) | 0.0 | $21k | 197.00 | 106.60 | |
| Ameris Ban (ABCB) | 0.0 | $21k | 508.00 | 41.34 | |
| Invesco Mortgage Capital | 0.0 | $19k | 1.2k | 16.03 | |
| Simmons First National Corporation (SFNC) | 0.0 | $22k | 858.00 | 25.64 | |
| iShares S&P MidCap 400 Value Index (IJJ) | 0.0 | $26k | 154.00 | 168.83 | |
| Schwab Strategic Tr intrm trm (SCHR) | 0.0 | $19k | 350.00 | 54.29 | |
| shares First Bancorp P R (FBP) | 0.0 | $19k | 1.8k | 10.33 | |
| Kinder Morgan (KMI) | 0.0 | $28k | 1.4k | 20.74 | |
| Banner Corp (BANR) | 0.0 | $18k | 324.00 | 55.56 | |
| United Cmnty Bks Ga Cap Stk (UCB) | 0.0 | $20k | 661.00 | 30.26 | |
| Dunkin' Brands Group | 0.0 | $30k | 409.00 | 73.35 | |
| Gentherm (THRM) | 0.0 | $26k | 588.00 | 44.22 | |
| Globus Med Inc cl a (GMED) | 0.0 | $34k | 579.00 | 58.72 | |
| Ryman Hospitality Pptys (RHP) | 0.0 | $27k | 314.00 | 85.99 | |
| Sanmina (SANM) | 0.0 | $20k | 587.00 | 34.07 | |
| Fox Factory Hldg (FOXF) | 0.0 | $21k | 313.00 | 67.09 | |
| Ring Energy (REI) | 0.0 | $14k | 5.4k | 2.59 | |
| Sirius Xm Holdings | 0.0 | $35k | 5.0k | 7.00 | |
| First Tr Exchange Traded Fd dorsey wrt 5 etf (FV) | 0.0 | $31k | 1.0k | 31.00 | |
| One Gas (OGS) | 0.0 | $36k | 395.00 | 91.14 | |
| Ubs Group (UBS) | 0.0 | $22k | 1.8k | 12.45 | |
| Xenia Hotels & Resorts (XHR) | 0.0 | $20k | 931.00 | 21.48 | |
| Aerojet Rocketdy | 0.0 | $24k | 530.00 | 45.28 | |
| Topbuild (BLD) | 0.0 | $26k | 256.00 | 101.56 | |
| Apple Hospitality Reit (APLE) | 0.0 | $20k | 1.3k | 15.48 | |
| National Storage Affiliates shs ben int (NSA) | 0.0 | $18k | 548.00 | 32.85 | |
| Teladoc (TDOC) | 0.0 | $33k | 400.00 | 82.50 | |
| Viavi Solutions Inc equities (VIAV) | 0.0 | $24k | 1.7k | 14.41 | |
| Ishares Tr fctsl msci int (INTF) | 0.0 | $21k | 800.00 | 26.25 | |
| Hewlett Packard Enterprise (HPE) | 0.0 | $26k | 1.7k | 15.52 | |
| Real Estate Select Sect Spdr (XLRE) | 0.0 | $14k | 378.00 | 37.04 | |
| Etf Managers Tr tierra xp latin | 0.0 | $14k | 830.00 | 16.87 | |
| Johnson Controls International Plc equity (JCI) | 0.0 | $35k | 866.00 | 40.42 | |
| Kinsale Cap Group (KNSL) | 0.0 | $18k | 182.00 | 98.90 | |
| Cincinnati Bell | 0.0 | $15k | 1.5k | 10.28 | |
| Arconic | 0.0 | $23k | 750.00 | 30.67 | |
| Ishares Msci Japan (EWJ) | 0.0 | $22k | 385.00 | 57.14 | |
| Rh (RH) | 0.0 | $30k | 142.00 | 211.27 | |
| Lci Industries (LCII) | 0.0 | $21k | 203.00 | 103.45 | |
| Uniti Group Inc Com reit | 0.0 | $16k | 2.0k | 8.06 | |
| Cars (CARS) | 0.0 | $15k | 1.2k | 12.10 | |
| Cleveland-cliffs (CLF) | 0.0 | $20k | 2.5k | 8.14 | |
| Consol Energy (CEIX) | 0.0 | $14k | 965.00 | 14.51 | |
| Broadcom (AVGO) | 0.0 | $27k | 87.00 | 310.34 | |
| Invesco S&p 500 Low Volatility Etf (SPLV) | 0.0 | $17k | 300.00 | 56.67 | |
| Invesco Water Resource Port (PHO) | 0.0 | $19k | 500.00 | 38.00 | |
| Invesco Exchange Traded Fd T rusel mdcp gwt (XMMO) | 0.0 | $38k | 632.00 | 60.13 | |
| Strategic Education (STRA) | 0.0 | $26k | 165.00 | 157.58 | |
| Jp Morgan Exchange Traded Fd fund | 0.0 | $33k | 1.3k | 25.54 | |
| Jpmorgan Exchange Traded Fd Betabuldrs Cda | 0.0 | $23k | 889.00 | 25.87 | |
| Dell Technologies (DELL) | 0.0 | $34k | 663.00 | 51.28 | |
| Livent Corp | 0.0 | $16k | 1.9k | 8.49 | |
| Office Pptys Income Tr Com Shs Ben Int reit (OPI) | 0.0 | $16k | 517.00 | 30.95 | |
| L3harris Technologies (LHX) | 0.0 | $21k | 111.00 | 189.19 | |
| Globe Life (GL) | 0.0 | $23k | 225.00 | 102.22 | |
| Service Pptys Tr (SVC) | 0.0 | $36k | 1.5k | 24.00 | |
| Peak (DOC) | 0.0 | $24k | 700.00 | 34.29 | |
| Truist Financial Corp equities (TFC) | 0.0 | $33k | 600.00 | 55.00 | |
| Packaging Corporation of America (PKG) | 0.0 | $5.0k | 48.00 | 104.17 | |
| Fomento Economico Mexicano SAB (FMX) | 0.0 | $9.0k | 104.00 | 86.54 | |
| Petroleo Brasileiro SA (PBR.A) | 0.0 | $2.0k | 182.00 | 10.99 | |
| China Mobile | 0.0 | $8.0k | 212.00 | 37.74 | |
| CMS Energy Corporation (CMS) | 0.0 | $6.0k | 97.00 | 61.86 | |
| ICICI Bank (IBN) | 0.0 | $11k | 744.00 | 14.78 | |
| Corning Incorporated (GLW) | 0.0 | $8.0k | 300.00 | 26.67 | |
| Cme (CME) | 0.0 | $5.0k | 26.00 | 192.31 | |
| Goldman Sachs (GS) | 0.0 | $12k | 53.00 | 226.42 | |
| Fidelity National Information Services (FIS) | 0.0 | $999.960000 | 12.00 | 83.33 | |
| Principal Financial (PFG) | 0.0 | $2.0k | 50.00 | 40.00 | |
| Canadian Natl Ry (CNI) | 0.0 | $12k | 139.00 | 86.33 | |
| IAC/InterActive | 0.0 | $2.0k | 11.00 | 181.82 | |
| Teva Pharmaceutical Industries (TEVA) | 0.0 | $0 | 20.00 | 0.00 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $7.0k | 34.00 | 205.88 | |
| Leggett & Platt (LEG) | 0.0 | $4.0k | 96.00 | 41.67 | |
| Mattel (MAT) | 0.0 | $0 | 31.00 | 0.00 | |
| Microchip Technology (MCHP) | 0.0 | $11k | 110.00 | 100.00 | |
| Newmont Mining Corporation (NEM) | 0.0 | $3.0k | 83.00 | 36.14 | |
| Noble Energy | 0.0 | $1.0k | 80.00 | 12.50 | |
| Nucor Corporation (NUE) | 0.0 | $11k | 200.00 | 55.00 | |
| Pitney Bowes (PBI) | 0.0 | $0 | 92.00 | 0.00 | |
| Royal Caribbean Cruises (RCL) | 0.0 | $4.0k | 37.00 | 108.11 | |
| Stanley Black & Decker (SWK) | 0.0 | $10k | 62.00 | 161.29 | |
| T. Rowe Price (TROW) | 0.0 | $5.0k | 42.00 | 119.05 | |
| Transocean (RIG) | 0.0 | $3.0k | 458.00 | 6.55 | |
| Ross Stores (ROST) | 0.0 | $0 | 7.00 | 0.00 | |
| Briggs & Stratton Corporation | 0.0 | $12k | 1.8k | 6.61 | |
| Electronic Arts (EA) | 0.0 | $0 | 9.00 | 0.00 | |
| Albany International (AIN) | 0.0 | $0 | 0 | 0.00 | |
| Cato Corporation (CATO) | 0.0 | $12k | 707.00 | 16.97 | |
| National-Oilwell Var | 0.0 | $3.0k | 136.00 | 22.06 | |
| Tyson Foods (TSN) | 0.0 | $3.0k | 33.00 | 90.91 | |
| MDU Resources (MDU) | 0.0 | $5.0k | 176.00 | 28.41 | |
| Crane | 0.0 | $4.0k | 57.00 | 70.18 | |
| CenturyLink | 0.0 | $10k | 800.00 | 12.50 | |
| Capital One Financial (COF) | 0.0 | $4.0k | 46.00 | 86.96 | |
| Fluor Corporation (FLR) | 0.0 | $2.0k | 132.00 | 15.15 | |
| Halliburton Company (HAL) | 0.0 | $2.0k | 102.00 | 19.61 | |
| Hess (HES) | 0.0 | $3.0k | 50.00 | 60.00 | |
| Weyerhaeuser Company (WY) | 0.0 | $3.0k | 106.00 | 28.30 | |
| Agilent Technologies Inc C ommon (A) | 0.0 | $9.0k | 114.00 | 78.95 | |
| iShares S&P 500 Index (IVV) | 0.0 | $0 | 0 | 0.00 | |
| Biogen Idec (BIIB) | 0.0 | $5.0k | 19.00 | 263.16 | |
| Stericycle (SRCL) | 0.0 | $2.0k | 32.00 | 62.50 | |
| Tupperware Brands Corporation | 0.0 | $11k | 1.3k | 8.53 | |
| W.R. Berkley Corporation (WRB) | 0.0 | $5.0k | 73.00 | 68.49 | |
| D.R. Horton (DHI) | 0.0 | $4.0k | 76.00 | 52.63 | |
| Applied Materials (AMAT) | 0.0 | $3.0k | 61.00 | 49.18 | |
| HDFC Bank (HDB) | 0.0 | $7.0k | 124.00 | 56.45 | |
| Highwoods Properties (HIW) | 0.0 | $5.0k | 107.00 | 46.73 | |
| Pioneer Natural Resources | 0.0 | $0 | 4.00 | 0.00 | |
| J.M. Smucker Company (SJM) | 0.0 | $0 | 1.00 | 0.00 | |
| Marathon Oil Corporation (MRO) | 0.0 | $1.0k | 91.00 | 10.99 | |
| Ventas (VTR) | 0.0 | $5.0k | 100.00 | 50.00 | |
| Delta Air Lines (DAL) | 0.0 | $0 | 11.00 | 0.00 | |
| Micron Technology (MU) | 0.0 | $9.0k | 177.00 | 50.85 | |
| Invesco (IVZ) | 0.0 | $3.0k | 207.00 | 14.49 | |
| Wyndham Worldwide Corporation | 0.0 | $3.0k | 69.00 | 43.48 | |
| First Horizon National Corporation (FHN) | 0.0 | $4.0k | 294.00 | 13.61 | |
| Entergy Corporation (ETR) | 0.0 | $6.0k | 51.00 | 117.65 | |
| Baidu (BIDU) | 0.0 | $12k | 96.00 | 125.00 | |
| Edison International (EIX) | 0.0 | $3.0k | 51.00 | 58.82 | |
| Enbridge (ENB) | 0.0 | $9.0k | 246.00 | 36.59 | |
| Key (KEY) | 0.0 | $2.0k | 102.00 | 19.61 | |
| Marvell Technology Group | 0.0 | $3.0k | 132.00 | 22.73 | |
| Ez (EZPW) | 0.0 | $13k | 2.0k | 6.47 | |
| Reliance Steel & Aluminum (RS) | 0.0 | $5.0k | 45.00 | 111.11 | |
| Banco Bilbao Vizcaya Argentaria SA (BBVA) | 0.0 | $13k | 2.5k | 5.21 | |
| Cedar Shopping Centers | 0.0 | $11k | 3.8k | 2.91 | |
| Chico's FAS | 0.0 | $11k | 3.1k | 3.55 | |
| Consolidated Communications Holdings | 0.0 | $10k | 2.6k | 3.79 | |
| Cirrus Logic (CRUS) | 0.0 | $2.0k | 25.00 | 80.00 | |
| Douglas Emmett (DEI) | 0.0 | $5.0k | 115.00 | 43.48 | |
| Digi International (DGII) | 0.0 | $13k | 773.00 | 16.82 | |
| GameStop (GME) | 0.0 | $13k | 2.3k | 5.77 | |
| Hill-Rom Holdings | 0.0 | $4.0k | 42.00 | 95.24 | |
| Banco Itau Holding Financeira (ITUB) | 0.0 | $7.0k | 780.00 | 8.97 | |
| Kilroy Realty Corporation (KRC) | 0.0 | $5.0k | 61.00 | 81.97 | |
| Alliant Energy Corporation (LNT) | 0.0 | $5.0k | 108.00 | 46.30 | |
| Oge Energy Corp (OGE) | 0.0 | $5.0k | 114.00 | 43.86 | |
| Red Robin Gourmet Burgers (RRGB) | 0.0 | $12k | 368.00 | 32.61 | |
| Textron (TXT) | 0.0 | $2.0k | 64.00 | 31.25 | |
| Alexion Pharmaceuticals | 0.0 | $0 | 4.00 | 0.00 | |
| Haynes International (HAYN) | 0.0 | $11k | 333.00 | 33.03 | |
| MGM Resorts International. (MGM) | 0.0 | $3.0k | 104.00 | 28.85 | |
| Skyworks Solutions (SWKS) | 0.0 | $3.0k | 31.00 | 96.77 | |
| Unilever (UL) | 0.0 | $8.0k | 145.00 | 55.17 | |
| Duke Realty Corporation | 0.0 | $5.0k | 156.00 | 32.05 | |
| Kansas City Southern | 0.0 | $5.0k | 38.00 | 131.58 | |
| Owens & Minor (OMI) | 0.0 | $10k | 2.1k | 4.73 | |
| Sasol (SSL) | 0.0 | $3.0k | 162.00 | 18.52 | |
| Albemarle Corporation (ALB) | 0.0 | $999.970000 | 19.00 | 52.63 | |
| United Natural Foods (UNFI) | 0.0 | $12k | 1.4k | 8.60 | |
| CalAmp | 0.0 | $9.0k | 982.00 | 9.16 | |
| Clearwater Paper (CLW) | 0.0 | $11k | 546.00 | 20.15 | |
| Northern Dynasty Minerals Lt (NAK) | 0.0 | $0 | 2.0k | 0.00 | |
| iShares Silver Trust (SLV) | 0.0 | $10k | 650.00 | 15.38 | |
| Consumer Discretionary SPDR (XLY) | 0.0 | $2.0k | 22.00 | 90.91 | |
| iShares Dow Jones US Consumer Goods (IYK) | 0.0 | $9.0k | 69.00 | 130.43 | |
| Motorcar Parts of America (MPAA) | 0.0 | $13k | 604.00 | 21.52 | |
| Uranium Energy (UEC) | 0.0 | $4.0k | 5.0k | 0.80 | |
| iShares S&P SmallCap 600 Growth (IJT) | 0.0 | $13k | 70.00 | 185.71 | |
| Kraton Performance Polymers | 0.0 | $13k | 535.00 | 24.30 | |
| Vanguard Mid-Cap ETF (VO) | 0.0 | $11k | 65.00 | 169.23 | |
| Aberdeen Asia-Pacific Income Fund | 0.0 | $0 | 0 | 0.00 | |
| iShares Dow Jones US Consumer Ser. (IYC) | 0.0 | $9.0k | 43.00 | 209.30 | |
| Sun Communities (SUI) | 0.0 | $4.0k | 33.00 | 121.21 | |
| Vanguard REIT ETF (VNQ) | 0.0 | $4.0k | 53.00 | 75.47 | |
| Western Asst High Incm Opprtnty Fnd (HIO) | 0.0 | $0 | 0 | 0.00 | |
| First Trust Amex Biotech Index Fnd (FBT) | 0.0 | $1.0k | 8.00 | 125.00 | |
| Western Ast Clymr Infl Lkd Sc & Incm (WIA) | 0.0 | $0 | 0 | 0.00 | |
| Morgan Stanley Emerging Markets Debt (MSD) | 0.0 | $0 | 0 | 0.00 | |
| Schwab Strategic Tr 0 (SCHP) | 0.0 | $11k | 200.00 | 55.00 | |
| Baytex Energy Corp (BTE) | 0.0 | $0 | 100.00 | 0.00 | |
| Hca Holdings (HCA) | 0.0 | $6.0k | 41.00 | 146.34 | |
| Yandex Nv-a (NBIS) | 0.0 | $8.0k | 190.00 | 42.11 | |
| Suncoke Energy (SXC) | 0.0 | $13k | 2.1k | 6.07 | |
| Us Silica Hldgs (SLCA) | 0.0 | $13k | 2.2k | 5.83 | |
| Servicenow (NOW) | 0.0 | $1.0k | 4.00 | 250.00 | |
| Wright Express (WEX) | 0.0 | $1.0k | 8.00 | 125.00 | |
| Diamondback Energy (FANG) | 0.0 | $0 | 6.00 | 0.00 | |
| Organovo Holdings | 0.0 | $7.0k | 22k | 0.32 | |
| Fossil (FOSL) | 0.0 | $10k | 1.4k | 7.33 | |
| Sterling Bancorp | 0.0 | $4.0k | 200.00 | 20.00 | |
| Intercontinental Exchange (ICE) | 0.0 | $3.0k | 33.00 | 90.91 | |
| Ambev Sa- (ABEV) | 0.0 | $9.0k | 2.1k | 4.25 | |
| Allegion Plc equity (ALLE) | 0.0 | $0 | 1.00 | 0.00 | |
| American Airls (AAL) | 0.0 | $3.0k | 135.00 | 22.22 | |
| Commscope Hldg (COMM) | 0.0 | $3.0k | 239.00 | 12.55 | |
| Vodafone Group New Adr F (VOD) | 0.0 | $2.0k | 142.00 | 14.08 | |
| Rayonier Advanced Matls (RYAM) | 0.0 | $10k | 2.6k | 3.81 | |
| Spartannash | 0.0 | $13k | 977.00 | 13.31 | |
| Equity Commonwealth (EQC) | 0.0 | $5.0k | 158.00 | 31.65 | |
| Healthcare Tr Amer Inc cl a | 0.0 | $5.0k | 166.00 | 30.12 | |
| Vistaoutdoor (VSTO) | 0.0 | $11k | 1.6k | 6.90 | |
| Allergan | 0.0 | $4.0k | 23.00 | 173.91 | |
| Kraft Heinz (KHC) | 0.0 | $3.0k | 117.00 | 25.64 | |
| Crestwood Equity Partners master ltd part | 0.0 | $9.0k | 300.00 | 30.00 | |
| Liberty Media Corp Series C Li | 0.0 | $2.0k | 62.00 | 32.26 | |
| Waste Connections (WCN) | 0.0 | $0 | 8.00 | 0.00 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 0.0 | $0 | 1.00 | 0.00 | |
| Etf Managers Tr purefunds ise cy | 0.0 | $0 | 0 | 0.00 | |
| Etf Managers Tr bluestar ta big | 0.0 | $12k | 292.00 | 41.10 | |
| Alcoa (AA) | 0.0 | $5.0k | 250.00 | 20.00 | |
| Penn Va | 0.0 | $12k | 413.00 | 29.06 | |
| Dxc Technology (DXC) | 0.0 | $2.0k | 78.00 | 25.64 | |
| Invitation Homes (INVH) | 0.0 | $4.0k | 155.00 | 25.81 | |
| Wheaton Precious Metals Corp (WPM) | 0.0 | $11k | 400.00 | 27.50 | |
| Schneider National Inc cl b (SNDR) | 0.0 | $4.0k | 187.00 | 21.39 | |
| Frontier Communication | 0.0 | $0 | 23.00 | 0.00 | |
| Brighthouse Finl (BHF) | 0.0 | $999.880000 | 28.00 | 35.71 | |
| Delphi Automotive Inc international | 0.0 | $4.0k | 52.00 | 76.92 | |
| Invesco Qqq Trust Series 1 (QQQ) | 0.0 | $1.0k | 5.00 | 200.00 | |
| Halyard Health (AVNS) | 0.0 | $3.0k | 101.00 | 29.70 | |
| Garrett Motion (GTX) | 0.0 | $0 | 9.00 | 0.00 | |
| Jpmorgan Exchange Traded Fd Betabuldr Deve | 0.0 | $7.0k | 307.00 | 22.80 | |
| Resideo Technologies (REZI) | 0.0 | $0 | 15.00 | 0.00 | |
| Zoom Video Communications In cl a (ZM) | 0.0 | $4.0k | 70.00 | 57.14 | |
| Tcf Financial Corp | 0.0 | $5.0k | 121.00 | 41.32 | |
| Appollo Global Mgmt Inc Cl A | 0.0 | $1.0k | 27.00 | 37.04 | |
| Nortonlifelock (GEN) | 0.0 | $2.0k | 87.00 | 22.99 | |
| Gannett (GCI) | 0.0 | $6.0k | 1.1k | 5.51 |