Mountain Capital Investment Advisors as of Sept. 30, 2017
Portfolio Holdings for Mountain Capital Investment Advisors
Mountain Capital Investment Advisors holds 525 positions in its portfolio as reported in the September 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Rydex S&P Equal Weight ETF | 23.9 | $27M | 282k | 95.54 | |
| Schwab International Equity ETF (SCHF) | 16.8 | $19M | 564k | 33.47 | |
| Sch Us Mid-cap Etf etf (SCHM) | 7.2 | $8.1M | 161k | 50.11 | |
| Schwab Strategic Tr us reit etf (SCHH) | 5.6 | $6.3M | 152k | 41.13 | |
| SPDR DJ Wilshire Small Cap Growth (SLYG) | 5.4 | $6.1M | 27k | 227.90 | |
| Schwab Strategic Tr 0 (SCHP) | 4.5 | $5.1M | 92k | 55.26 | |
| Rydex Etf Trust equity | 4.3 | $4.8M | 117k | 41.28 | |
| Schwab Emerging Markets Equity ETF (SCHE) | 4.0 | $4.5M | 167k | 26.91 | |
| SPDR Barclays Capital Convertible SecETF (CWB) | 3.9 | $4.4M | 86k | 51.07 | |
| ETFS Gold Trust | 3.2 | $3.7M | 30k | 123.99 | |
| United Parcel Service (UPS) | 2.0 | $2.2M | 18k | 120.07 | |
| Apple (AAPL) | 1.2 | $1.4M | 8.9k | 154.12 | |
| iShares Russell 3000 Index (IWV) | 1.2 | $1.3M | 8.7k | 149.26 | |
| Pfizer (PFE) | 0.5 | $594k | 17k | 35.72 | |
| JPMorgan Chase & Co. (JPM) | 0.5 | $540k | 5.7k | 95.51 | |
| iShares S&P 500 Index (IVV) | 0.4 | $475k | 1.9k | 252.79 | |
| Honeywell International (HON) | 0.4 | $423k | 3.0k | 141.90 | |
| At&t (T) | 0.4 | $416k | 11k | 39.17 | |
| British American Tobac (BTI) | 0.3 | $391k | 6.3k | 62.48 | |
| Exxon Mobil Corporation (XOM) | 0.3 | $369k | 4.5k | 81.96 | |
| Walt Disney Company (DIS) | 0.3 | $333k | 3.4k | 98.67 | |
| Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 0.3 | $311k | 4.9k | 64.07 | |
| iShares Lehman Aggregate Bond (AGG) | 0.3 | $308k | 2.8k | 109.73 | |
| General Electric Company | 0.3 | $293k | 12k | 24.18 | |
| Berkshire Hathaway (BRK.B) | 0.2 | $280k | 1.5k | 183.01 | |
| Schwab Intl Small Cap Equity ETF (SCHC) | 0.2 | $281k | 7.8k | 35.84 | |
| Alphabet Inc Class A cs (GOOGL) | 0.2 | $282k | 290.00 | 972.41 | |
| Boeing Company (BA) | 0.2 | $252k | 991.00 | 254.29 | |
| IQ Hedge Multi-Strategy Tracker (QAI) | 0.2 | $253k | 8.5k | 29.87 | |
| Vanguard REIT ETF (VNQ) | 0.2 | $231k | 2.8k | 82.97 | |
| NVIDIA Corporation (NVDA) | 0.2 | $226k | 1.3k | 178.94 | |
| Anadarko Petroleum Corporation | 0.2 | $204k | 4.2k | 48.83 | |
| Home Depot (HD) | 0.2 | $195k | 1.2k | 163.73 | |
| Chevron Corporation (CVX) | 0.2 | $178k | 1.5k | 117.49 | |
| International Business Machines (IBM) | 0.2 | $183k | 1.3k | 144.78 | |
| Comcast Corporation (CMCSA) | 0.1 | $174k | 4.5k | 38.38 | |
| Altria (MO) | 0.1 | $159k | 2.5k | 63.25 | |
| Facebook Inc cl a (META) | 0.1 | $156k | 912.00 | 171.05 | |
| ConocoPhillips (COP) | 0.1 | $150k | 3.0k | 49.90 | |
| Vanguard Short-Term Bond ETF (BSV) | 0.1 | $152k | 1.9k | 79.79 | |
| SPDR Gold Trust (GLD) | 0.1 | $152k | 1.2k | 121.79 | |
| iShares Barclays TIPS Bond Fund (TIP) | 0.1 | $151k | 1.3k | 113.88 | |
| ISHARES TR MSCI Small Cap msci small cap (SCZ) | 0.1 | $143k | 2.3k | 61.96 | |
| Coca-Cola Company (KO) | 0.1 | $140k | 3.1k | 44.97 | |
| Emerson Electric (EMR) | 0.1 | $133k | 2.1k | 62.77 | |
| Philip Morris International (PM) | 0.1 | $137k | 1.2k | 110.93 | |
| Tencent Holdings Ltd - (TCEHY) | 0.1 | $130k | 3.0k | 42.93 | |
| Ishares Inc em mkt min vol (EEMV) | 0.1 | $132k | 2.3k | 58.10 | |
| Phillips 66 (PSX) | 0.1 | $137k | 1.5k | 91.33 | |
| Johnson & Johnson (JNJ) | 0.1 | $122k | 937.00 | 130.20 | |
| Franklin Resources (BEN) | 0.1 | $122k | 2.8k | 44.33 | |
| Verizon Communications (VZ) | 0.1 | $125k | 2.5k | 49.52 | |
| priceline.com Incorporated | 0.1 | $121k | 66.00 | 1833.33 | |
| Royal Gold (RGLD) | 0.1 | $120k | 1.4k | 86.08 | |
| Abb (ABBNY) | 0.1 | $119k | 4.8k | 24.75 | |
| Ubs Group (UBS) | 0.1 | $119k | 6.9k | 17.12 | |
| Taiwan Semiconductor Mfg (TSM) | 0.1 | $117k | 3.1k | 37.48 | |
| Cisco Systems (CSCO) | 0.1 | $109k | 3.3k | 33.48 | |
| Schlumberger (SLB) | 0.1 | $115k | 1.6k | 69.87 | |
| VMware | 0.1 | $118k | 1.1k | 109.46 | |
| iShares S&P MidCap 400 Index (IJH) | 0.1 | $112k | 629.00 | 178.06 | |
| Fidelity msci rl est etf (FREL) | 0.1 | $116k | 4.8k | 24.23 | |
| Kraft Heinz (KHC) | 0.1 | $109k | 1.4k | 77.30 | |
| Ryanair Holdings (RYAAY) | 0.1 | $110k | 1.0k | 105.57 | |
| Broad | 0.1 | $118k | 485.00 | 243.30 | |
| Dowdupont | 0.1 | $114k | 1.7k | 69.05 | |
| MasterCard Incorporated (MA) | 0.1 | $104k | 736.00 | 141.30 | |
| Constellation Brands (STZ) | 0.1 | $96k | 482.00 | 199.17 | |
| Amazon (AMZN) | 0.1 | $96k | 100.00 | 960.00 | |
| iShares S&P SmallCap 600 Index (IJR) | 0.1 | $96k | 1.3k | 73.90 | |
| iShares Lehman MBS Bond Fund (MBB) | 0.1 | $101k | 943.00 | 107.10 | |
| Microsoft Corporation (MSFT) | 0.1 | $91k | 1.2k | 74.59 | |
| Monsanto Company | 0.1 | $85k | 711.00 | 119.55 | |
| Norfolk Southern (NSC) | 0.1 | $87k | 659.00 | 132.02 | |
| Amgen (AMGN) | 0.1 | $93k | 500.00 | 186.00 | |
| Illinois Tool Works (ITW) | 0.1 | $90k | 609.00 | 147.78 | |
| Caterpillar (CAT) | 0.1 | $77k | 620.00 | 124.19 | |
| Northrop Grumman Corporation (NOC) | 0.1 | $79k | 276.00 | 286.23 | |
| Wells Fargo & Company (WFC) | 0.1 | $77k | 1.4k | 55.20 | |
| Intel Corporation (INTC) | 0.1 | $76k | 2.0k | 38.29 | |
| National-Oilwell Var | 0.1 | $82k | 2.3k | 35.59 | |
| United Technologies Corporation | 0.1 | $76k | 651.00 | 116.74 | |
| PIMCO Enhanced Short Mat Str Fund ETF (MINT) | 0.1 | $82k | 807.00 | 101.61 | |
| PowerShares Global Water Portfolio | 0.1 | $76k | 3.0k | 24.93 | |
| Ishares Trust Barclays (CMBS) | 0.1 | $82k | 1.6k | 51.54 | |
| Ameriprise Financial (AMP) | 0.1 | $71k | 477.00 | 148.85 | |
| Costco Wholesale Corporation (COST) | 0.1 | $67k | 410.00 | 163.41 | |
| Eli Lilly & Co. (LLY) | 0.1 | $68k | 799.00 | 85.11 | |
| Pepsi (PEP) | 0.1 | $67k | 605.00 | 110.74 | |
| Qualcomm (QCOM) | 0.1 | $62k | 1.2k | 51.97 | |
| Gilead Sciences (GILD) | 0.1 | $63k | 773.00 | 81.50 | |
| Omega Healthcare Investors (OHI) | 0.1 | $66k | 2.1k | 31.73 | |
| iShares Silver Trust (SLV) | 0.1 | $73k | 4.7k | 15.66 | |
| Vanguard Mid-Cap ETF (VO) | 0.1 | $62k | 419.00 | 147.97 | |
| Vanguard Small-Cap ETF (VB) | 0.1 | $62k | 442.00 | 140.27 | |
| Vanguard Short Term Corporate Bond ETF (VCSH) | 0.1 | $72k | 896.00 | 80.36 | |
| Ishares Inc core msci emkt (IEMG) | 0.1 | $70k | 1.3k | 53.93 | |
| Flexshares Tr qlt divdyn idx | 0.1 | $70k | 1.7k | 41.52 | |
| Fidelity msci finls idx (FNCL) | 0.1 | $65k | 1.7k | 38.17 | |
| Adamas Pharmaceuticals | 0.1 | $72k | 3.4k | 21.18 | |
| BP (BP) | 0.1 | $56k | 1.5k | 38.62 | |
| BlackRock | 0.1 | $56k | 125.00 | 448.00 | |
| Abbott Laboratories (ABT) | 0.1 | $54k | 1.0k | 52.99 | |
| Cummins (CMI) | 0.1 | $56k | 336.00 | 166.67 | |
| Diageo (DEO) | 0.1 | $55k | 418.00 | 131.58 | |
| Merck & Co (MRK) | 0.1 | $57k | 896.00 | 63.62 | |
| Procter & Gamble Company (PG) | 0.1 | $57k | 627.00 | 90.91 | |
| UnitedHealth (UNH) | 0.1 | $51k | 258.00 | 197.67 | |
| Danaher Corporation (DHR) | 0.1 | $60k | 695.00 | 86.33 | |
| Shire | 0.1 | $52k | 338.00 | 153.85 | |
| General Dynamics Corporation (GD) | 0.1 | $51k | 248.00 | 205.65 | |
| Delta Air Lines (DAL) | 0.1 | $54k | 1.1k | 47.91 | |
| Pegasystems (PEGA) | 0.1 | $59k | 1.0k | 58.07 | |
| Vanguard Emerging Markets ETF (VWO) | 0.1 | $55k | 1.3k | 43.72 | |
| PowerShares Fin. Preferred Port. | 0.1 | $57k | 3.0k | 18.91 | |
| PowerShares S&P 500 BuyWrite Portfol ETF | 0.1 | $52k | 2.3k | 22.26 | |
| iShares Dow Jones US Energy Sector (IYE) | 0.1 | $52k | 1.4k | 37.71 | |
| Invesco Van Kampen Municipal Trust (VKQ) | 0.1 | $55k | 4.3k | 12.81 | |
| Kinder Morgan (KMI) | 0.1 | $59k | 3.1k | 19.22 | |
| Abbvie (ABBV) | 0.1 | $60k | 676.00 | 88.76 | |
| Bank of America Corporation (BAC) | 0.0 | $50k | 2.0k | 25.56 | |
| Dominion Resources (D) | 0.0 | $42k | 551.00 | 76.23 | |
| Autodesk (ADSK) | 0.0 | $42k | 370.00 | 113.51 | |
| Lockheed Martin Corporation (LMT) | 0.0 | $50k | 161.00 | 310.56 | |
| General Mills (GIS) | 0.0 | $43k | 829.00 | 51.87 | |
| Oracle Corporation (ORCL) | 0.0 | $45k | 930.00 | 48.39 | |
| Suncor Energy (SU) | 0.0 | $43k | 1.2k | 35.27 | |
| iShares S&P Natl AMTFr Mncpl Bd (MUB) | 0.0 | $50k | 452.00 | 110.62 | |
| iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) | 0.0 | $47k | 444.00 | 105.86 | |
| Blackrock Build America Bond Trust (BBN) | 0.0 | $41k | 1.8k | 23.20 | |
| Fortune Brands (FBIN) | 0.0 | $45k | 664.00 | 67.77 | |
| Palo Alto Networks (PANW) | 0.0 | $46k | 320.00 | 143.75 | |
| Aercap Holdings Nv Ord Cmn (AER) | 0.0 | $38k | 737.00 | 51.56 | |
| Charles Schwab Corporation (SCHW) | 0.0 | $38k | 873.00 | 43.53 | |
| CSX Corporation (CSX) | 0.0 | $29k | 542.00 | 53.51 | |
| Waste Management (WM) | 0.0 | $39k | 498.00 | 78.31 | |
| Tractor Supply Company (TSCO) | 0.0 | $31k | 494.00 | 62.75 | |
| Carnival Corporation (CCL) | 0.0 | $39k | 606.00 | 64.36 | |
| International Paper Company (IP) | 0.0 | $33k | 581.00 | 56.80 | |
| Convergys Corporation | 0.0 | $39k | 1.5k | 26.00 | |
| Nextera Energy (NEE) | 0.0 | $33k | 226.00 | 146.02 | |
| Unilever | 0.0 | $30k | 514.00 | 58.37 | |
| Biogen Idec (BIIB) | 0.0 | $34k | 108.00 | 314.81 | |
| Starbucks Corporation (SBUX) | 0.0 | $35k | 660.00 | 53.03 | |
| Ingersoll-rand Co Ltd-cl A | 0.0 | $36k | 400.00 | 90.00 | |
| Vail Resorts (MTN) | 0.0 | $30k | 131.00 | 229.01 | |
| LOGITECH INTERNATIONAL SA APP Com Stk (LOGI) | 0.0 | $35k | 968.00 | 36.16 | |
| TFS Financial Corporation (TFSL) | 0.0 | $33k | 2.1k | 15.97 | |
| Tesla Motors (TSLA) | 0.0 | $38k | 110.00 | 345.45 | |
| Vanguard European ETF (VGK) | 0.0 | $34k | 582.00 | 58.42 | |
| iShares Dow Jones EPAC Sel Div Ind (IDV) | 0.0 | $39k | 1.2k | 33.68 | |
| Nuveen Insured Tax-Free Adv Munici (NEA) | 0.0 | $36k | 2.6k | 13.82 | |
| Mondelez Int (MDLZ) | 0.0 | $34k | 838.00 | 40.57 | |
| Synchrony Financial (SYF) | 0.0 | $38k | 1.2k | 30.67 | |
| Covanta Holding Corporation | 0.0 | $18k | 1.2k | 14.88 | |
| Hasbro (HAS) | 0.0 | $19k | 199.00 | 95.48 | |
| U.S. Bancorp (USB) | 0.0 | $21k | 390.00 | 53.85 | |
| BioMarin Pharmaceutical (BMRN) | 0.0 | $19k | 200.00 | 95.00 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $22k | 142.00 | 154.93 | |
| NetApp (NTAP) | 0.0 | $28k | 631.00 | 44.37 | |
| Paychex (PAYX) | 0.0 | $18k | 296.00 | 60.81 | |
| Union Pacific Corporation (UNP) | 0.0 | $25k | 218.00 | 114.68 | |
| Ross Stores (ROST) | 0.0 | $18k | 280.00 | 64.29 | |
| Cincinnati Financial Corporation (CINF) | 0.0 | $28k | 371.00 | 75.47 | |
| Raytheon Company | 0.0 | $25k | 134.00 | 186.57 | |
| Valero Energy Corporation (VLO) | 0.0 | $27k | 350.00 | 77.14 | |
| CVS Caremark Corporation (CVS) | 0.0 | $19k | 235.00 | 80.85 | |
| Rio Tinto (RIO) | 0.0 | $24k | 500.00 | 48.00 | |
| Sanofi-Aventis SA (SNY) | 0.0 | $20k | 393.00 | 50.89 | |
| American Electric Power Company (AEP) | 0.0 | $23k | 329.00 | 69.91 | |
| Ca | 0.0 | $24k | 732.00 | 32.79 | |
| iShares MSCI EAFE Index Fund (EFA) | 0.0 | $22k | 314.00 | 70.06 | |
| Ford Motor Company (F) | 0.0 | $17k | 1.4k | 12.20 | |
| Total | 0.0 | $23k | 421.00 | 54.63 | |
| Williams Companies (WMB) | 0.0 | $21k | 714.00 | 29.41 | |
| Freeport-McMoRan Copper & Gold (FCX) | 0.0 | $23k | 1.6k | 14.33 | |
| Syngenta | 0.0 | $27k | 295.00 | 91.53 | |
| EOG Resources (EOG) | 0.0 | $26k | 272.00 | 95.59 | |
| Lowe's Companies (LOW) | 0.0 | $25k | 310.00 | 80.65 | |
| Sap (SAP) | 0.0 | $18k | 160.00 | 112.50 | |
| Hershey Company (HSY) | 0.0 | $19k | 175.00 | 108.57 | |
| Visa (V) | 0.0 | $18k | 172.00 | 104.65 | |
| Toyota Motor Corporation (TM) | 0.0 | $22k | 188.00 | 117.02 | |
| NetEase (NTES) | 0.0 | $24k | 92.00 | 260.87 | |
| Enbridge (ENB) | 0.0 | $26k | 632.00 | 41.14 | |
| Seagate Technology Com Stk | 0.0 | $26k | 781.00 | 33.29 | |
| MetLife (MET) | 0.0 | $18k | 343.00 | 52.48 | |
| General Cable Corporation | 0.0 | $19k | 1.0k | 19.00 | |
| Unilever | 0.0 | $21k | 356.00 | 58.99 | |
| Bank Of America Corporation warrant | 0.0 | $18k | 1.4k | 13.17 | |
| iShares Dow Jones US Real Estate (IYR) | 0.0 | $17k | 215.00 | 79.07 | |
| iShares iBoxx $ High Yid Corp Bond (HYG) | 0.0 | $17k | 193.00 | 88.08 | |
| Alerian Mlp Etf | 0.0 | $24k | 2.2k | 11.01 | |
| Barclays Bank Plc 8.125% Non C p | 0.0 | $20k | 750.00 | 26.67 | |
| Sabra Health Care REIT (SBRA) | 0.0 | $17k | 763.00 | 22.28 | |
| iShares MSCI Germany Index Fund (EWG) | 0.0 | $18k | 549.00 | 32.79 | |
| iShares S&P/Citi Intl Treasury Bond (IGOV) | 0.0 | $17k | 350.00 | 48.57 | |
| Eaton Vance Tax-Managed Global Dive Eq (EXG) | 0.0 | $19k | 2.0k | 9.44 | |
| Invesco Van Kampen Senior Income Trust (VVR) | 0.0 | $19k | 4.2k | 4.51 | |
| BlackRock Ltd. Duration Income Trust (BLW) | 0.0 | $18k | 1.1k | 15.69 | |
| Nuveen Div. Advantage Muni. Fund (NAD) | 0.0 | $18k | 1.3k | 14.25 | |
| WisdomTree MidCap Dividend Fund (DON) | 0.0 | $24k | 237.00 | 101.27 | |
| WisdomTree SmallCap Dividend Fund (DES) | 0.0 | $22k | 267.00 | 82.40 | |
| First Trust Health Care AlphaDEX (FXH) | 0.0 | $25k | 377.00 | 66.31 | |
| Te Connectivity Ltd for | 0.0 | $22k | 265.00 | 83.02 | |
| Xylem (XYL) | 0.0 | $20k | 320.00 | 62.50 | |
| Oaktree Cap | 0.0 | $21k | 454.00 | 46.26 | |
| American Airls (AAL) | 0.0 | $19k | 402.00 | 47.26 | |
| L3 Technologies | 0.0 | $21k | 109.00 | 192.66 | |
| Barrick Gold Corp | 0.0 | $10k | 617.00 | 16.21 | |
| Cognizant Technology Solutions (CTSH) | 0.0 | $15k | 200.00 | 75.00 | |
| iShares MSCI Emerging Markets Indx (EEM) | 0.0 | $9.0k | 190.00 | 47.37 | |
| Annaly Capital Management | 0.0 | $10k | 816.00 | 12.25 | |
| Goldman Sachs (GS) | 0.0 | $10k | 42.00 | 238.10 | |
| McDonald's Corporation (MCD) | 0.0 | $16k | 103.00 | 155.34 | |
| Wal-Mart Stores (WMT) | 0.0 | $16k | 200.00 | 80.00 | |
| Dick's Sporting Goods (DKS) | 0.0 | $7.0k | 274.00 | 25.55 | |
| Bristol Myers Squibb (BMY) | 0.0 | $11k | 168.00 | 65.48 | |
| 3M Company (MMM) | 0.0 | $7.0k | 34.00 | 205.88 | |
| H&R Block (HRB) | 0.0 | $6.0k | 237.00 | 25.32 | |
| Hawaiian Electric Industries (HE) | 0.0 | $14k | 434.00 | 32.26 | |
| Kimberly-Clark Corporation (KMB) | 0.0 | $8.0k | 72.00 | 111.11 | |
| Nucor Corporation (NUE) | 0.0 | $11k | 202.00 | 54.46 | |
| V.F. Corporation (VFC) | 0.0 | $6.0k | 100.00 | 60.00 | |
| Avery Dennison Corporation (AVY) | 0.0 | $11k | 110.00 | 100.00 | |
| Morgan Stanley (MS) | 0.0 | $10k | 210.00 | 47.62 | |
| Western Digital (WDC) | 0.0 | $13k | 154.00 | 84.42 | |
| Las Vegas Sands (LVS) | 0.0 | $13k | 200.00 | 65.00 | |
| Nokia Corporation (NOK) | 0.0 | $10k | 1.7k | 5.85 | |
| Analog Devices (ADI) | 0.0 | $9.0k | 101.00 | 89.11 | |
| JetBlue Airways Corporation (JBLU) | 0.0 | $6.0k | 320.00 | 18.75 | |
| Novartis (NVS) | 0.0 | $15k | 180.00 | 83.33 | |
| Red Hat | 0.0 | $11k | 100.00 | 110.00 | |
| Olin Corporation (OLN) | 0.0 | $14k | 400.00 | 35.00 | |
| Allstate Corporation (ALL) | 0.0 | $14k | 157.00 | 89.17 | |
| Deere & Company (DE) | 0.0 | $14k | 114.00 | 122.81 | |
| eBay (EBAY) | 0.0 | $10k | 257.00 | 38.91 | |
| GlaxoSmithKline | 0.0 | $16k | 386.00 | 41.45 | |
| Honda Motor (HMC) | 0.0 | $7.0k | 234.00 | 29.91 | |
| Liberty Media | 0.0 | $10k | 423.00 | 23.64 | |
| Marsh & McLennan Companies | 0.0 | $14k | 164.00 | 85.37 | |
| Royal Dutch Shell | 0.0 | $8.0k | 130.00 | 61.54 | |
| Target Corporation (TGT) | 0.0 | $11k | 182.00 | 60.44 | |
| Agilent Technologies Inc C ommon (A) | 0.0 | $16k | 244.00 | 65.57 | |
| Canon (CAJPY) | 0.0 | $6.0k | 168.00 | 35.71 | |
| Southern Company (SO) | 0.0 | $8.0k | 166.00 | 48.19 | |
| Accenture (ACN) | 0.0 | $16k | 118.00 | 135.59 | |
| Anheuser-Busch InBev NV (BUD) | 0.0 | $6.0k | 47.00 | 127.66 | |
| Fifth Third Ban (FITB) | 0.0 | $7.0k | 263.00 | 26.62 | |
| Prudential Financial (PRU) | 0.0 | $6.0k | 54.00 | 111.11 | |
| Toll Brothers (TOL) | 0.0 | $12k | 300.00 | 40.00 | |
| NewMarket Corporation (NEU) | 0.0 | $16k | 37.00 | 432.43 | |
| PPL Corporation (PPL) | 0.0 | $10k | 269.00 | 37.17 | |
| Applied Materials (AMAT) | 0.0 | $6.0k | 125.00 | 48.00 | |
| Thor Industries (THO) | 0.0 | $8.0k | 62.00 | 129.03 | |
| Amphenol Corporation (APH) | 0.0 | $14k | 170.00 | 82.35 | |
| Invesco (IVZ) | 0.0 | $11k | 310.00 | 35.48 | |
| salesforce (CRM) | 0.0 | $9.0k | 100.00 | 90.00 | |
| Eni S.p.A. (E) | 0.0 | $7.0k | 211.00 | 33.18 | |
| Key (KEY) | 0.0 | $9.0k | 478.00 | 18.83 | |
| Wabash National Corporation (WNC) | 0.0 | $12k | 520.00 | 23.08 | |
| iShares Russell 1000 Index (IWB) | 0.0 | $7.0k | 50.00 | 140.00 | |
| PolyOne Corporation | 0.0 | $9.0k | 225.00 | 40.00 | |
| Universal Display Corporation (OLED) | 0.0 | $6.0k | 51.00 | 117.65 | |
| AllianceBernstein Holding (AB) | 0.0 | $13k | 528.00 | 24.62 | |
| Banco Bilbao Vizcaya Argentaria SA (BBVA) | 0.0 | $14k | 1.6k | 8.96 | |
| BHP Billiton (BHP) | 0.0 | $9.0k | 227.00 | 39.65 | |
| Chipotle Mexican Grill (CMG) | 0.0 | $8.0k | 25.00 | 320.00 | |
| Dorchester Minerals (DMLP) | 0.0 | $11k | 750.00 | 14.67 | |
| Energy Transfer Equity (ET) | 0.0 | $7.0k | 413.00 | 16.95 | |
| HEICO Corporation (HEI) | 0.0 | $9.0k | 100.00 | 90.00 | |
| Southwest Airlines (LUV) | 0.0 | $7.0k | 119.00 | 58.82 | |
| Medical Properties Trust (MPT) | 0.0 | $6.0k | 450.00 | 13.33 | |
| OSI Systems (OSIS) | 0.0 | $9.0k | 98.00 | 91.84 | |
| Prudential Public Limited Company (PUK) | 0.0 | $9.0k | 187.00 | 48.13 | |
| Sangamo Biosciences (SGMO) | 0.0 | $8.0k | 500.00 | 16.00 | |
| Textron (TXT) | 0.0 | $11k | 200.00 | 55.00 | |
| Celgene Corporation | 0.0 | $8.0k | 53.00 | 150.94 | |
| Agnico (AEM) | 0.0 | $12k | 272.00 | 44.12 | |
| Lloyds TSB (LYG) | 0.0 | $13k | 3.5k | 3.73 | |
| iShares Dow Jones US Oil Equip. (IEZ) | 0.0 | $7.0k | 200.00 | 35.00 | |
| PowerShares QQQ Trust, Series 1 | 0.0 | $15k | 100.00 | 150.00 | |
| Manulife Finl Corp (MFC) | 0.0 | $16k | 789.00 | 20.28 | |
| iShares IBoxx $ Invest Grade Corp Bd (LQD) | 0.0 | $6.0k | 46.00 | 130.43 | |
| iShares S&P 500 Growth Index (IVW) | 0.0 | $14k | 100.00 | 140.00 | |
| iShares S&P 500 Value Index (IVE) | 0.0 | $14k | 130.00 | 107.69 | |
| iShares Russell 2000 Value Index (IWN) | 0.0 | $8.0k | 65.00 | 123.08 | |
| iShares Russell 2000 Growth Index (IWO) | 0.0 | $9.0k | 50.00 | 180.00 | |
| Oneok (OKE) | 0.0 | $13k | 235.00 | 55.32 | |
| Financial Select Sector SPDR (XLF) | 0.0 | $9.0k | 340.00 | 26.47 | |
| SPDR S&P MidCap 400 ETF (MDY) | 0.0 | $7.0k | 20.00 | 350.00 | |
| Utilities SPDR (XLU) | 0.0 | $11k | 200.00 | 55.00 | |
| KKR & Co | 0.0 | $14k | 700.00 | 20.00 | |
| Cohen & Steers Quality Income Realty (RQI) | 0.0 | $16k | 1.3k | 12.42 | |
| iShares Barclays Inter Crd Bd Fund ETF) (IGIB) | 0.0 | $11k | 100.00 | 110.00 | |
| Rwe (RWEOY) | 0.0 | $6.0k | 254.00 | 23.62 | |
| Jp Morgan Alerian Mlp Index | 0.0 | $11k | 403.00 | 27.30 | |
| WisdomTree Emerging Markets Eq (DEM) | 0.0 | $13k | 300.00 | 43.33 | |
| Invesco Van Kampen Dyn Cr Opp Fund | 0.0 | $13k | 1.1k | 12.03 | |
| Neuberger Berman Real Estate Sec (NRO) | 0.0 | $15k | 2.7k | 5.51 | |
| WisdomTree Japan Total Dividend (DXJ) | 0.0 | $7.0k | 121.00 | 57.85 | |
| MFS Multimarket Income Trust (MMT) | 0.0 | $7.0k | 1.1k | 6.54 | |
| Nuveen Div Adv Muni Fd 3 Ben Int (NZF) | 0.0 | $10k | 683.00 | 14.64 | |
| TAL Education (TAL) | 0.0 | $13k | 396.00 | 32.83 | |
| Delaware Inv Co Mun Inc Fd I | 0.0 | $11k | 706.00 | 15.58 | |
| Wisdomtree Tr intl hedge eqt (HEDJ) | 0.0 | $12k | 183.00 | 65.57 | |
| Hca Holdings (HCA) | 0.0 | $12k | 150.00 | 80.00 | |
| Citigroup (C) | 0.0 | $7.0k | 103.00 | 67.96 | |
| Mosaic (MOS) | 0.0 | $11k | 514.00 | 21.40 | |
| Hollyfrontier Corp | 0.0 | $9.0k | 238.00 | 37.82 | |
| Marathon Petroleum Corp (MPC) | 0.0 | $16k | 280.00 | 57.14 | |
| Schwab Strategic Tr us aggregate b (SCHZ) | 0.0 | $16k | 315.00 | 50.79 | |
| Expedia (EXPE) | 0.0 | $13k | 91.00 | 142.86 | |
| Express Scripts Holding | 0.0 | $14k | 221.00 | 63.35 | |
| Asml Holding (ASML) | 0.0 | $7.0k | 42.00 | 166.67 | |
| Metropcs Communications (TMUS) | 0.0 | $15k | 250.00 | 60.00 | |
| Banc Of California (BANC) | 0.0 | $6.0k | 279.00 | 21.51 | |
| Sirius Xm Holdings | 0.0 | $11k | 2.0k | 5.50 | |
| Allegion Plc equity (ALLE) | 0.0 | $6.0k | 66.00 | 90.91 | |
| 0.0 | $6.0k | 366.00 | 16.39 | ||
| Pentair cs (PNR) | 0.0 | $8.0k | 120.00 | 66.67 | |
| Weatherford Intl Plc ord | 0.0 | $6.0k | 1.4k | 4.35 | |
| Kite Pharma | 0.0 | $10k | 56.00 | 178.57 | |
| Alibaba Group Holding (BABA) | 0.0 | $7.0k | 40.00 | 175.00 | |
| Walgreen Boots Alliance | 0.0 | $8.0k | 100.00 | 80.00 | |
| Xenia Hotels & Resorts (XHR) | 0.0 | $9.0k | 435.00 | 20.69 | |
| Relx (RELX) | 0.0 | $8.0k | 369.00 | 21.68 | |
| Chemours (CC) | 0.0 | $10k | 189.00 | 52.91 | |
| Paypal Holdings (PYPL) | 0.0 | $10k | 150.00 | 66.67 | |
| First Tr Dynamic Europe Eqt | 0.0 | $10k | 507.00 | 19.72 | |
| Ionis Pharmaceuticals (IONS) | 0.0 | $8.0k | 159.00 | 50.31 | |
| Liberty Media Corp Series C Li | 0.0 | $8.0k | 220.00 | 36.36 | |
| Vaneck Vectors Agribusiness alt (MOO) | 0.0 | $12k | 200.00 | 60.00 | |
| Dell Technologies Inc Class V equity | 0.0 | $9.0k | 111.00 | 81.08 | |
| Altaba | 0.0 | $13k | 200.00 | 65.00 | |
| E TRADE Financial Corporation | 0.0 | $4.0k | 101.00 | 39.60 | |
| Lear Corporation (LEA) | 0.0 | $2.0k | 13.00 | 153.85 | |
| Petroleo Brasileiro SA (PBR) | 0.0 | $1.0k | 70.00 | 14.29 | |
| Time Warner | 0.0 | $3.0k | 33.00 | 90.91 | |
| China Mobile | 0.0 | $4.0k | 83.00 | 48.19 | |
| Tenaris (TS) | 0.0 | $2.0k | 63.00 | 31.75 | |
| Fidelity National Information Services (FIS) | 0.0 | $1.0k | 8.00 | 125.00 | |
| Bank of New York Mellon Corporation (BK) | 0.0 | $4.0k | 83.00 | 48.19 | |
| Canadian Natl Ry (CNI) | 0.0 | $3.0k | 31.00 | 96.77 | |
| Range Resources (RRC) | 0.0 | $4.0k | 202.00 | 19.80 | |
| Teva Pharmaceutical Industries (TEVA) | 0.0 | $2.0k | 120.00 | 16.67 | |
| Sony Corporation (SONY) | 0.0 | $3.0k | 72.00 | 41.67 | |
| Psychemedics (PMD) | 0.0 | $1.0k | 76.00 | 13.16 | |
| Spdr S&p 500 Etf (SPY) | 0.0 | $5.0k | 20.00 | 250.00 | |
| Apache Corporation | 0.0 | $4.0k | 95.00 | 42.11 | |
| Carter's (CRI) | 0.0 | $2.0k | 21.00 | 95.24 | |
| Citrix Systems | 0.0 | $3.0k | 39.00 | 76.92 | |
| J.C. Penney Company | 0.0 | $0 | 100.00 | 0.00 | |
| Nuance Communications | 0.0 | $2.0k | 116.00 | 17.24 | |
| PPG Industries (PPG) | 0.0 | $3.0k | 30.00 | 100.00 | |
| Polaris Industries (PII) | 0.0 | $1.0k | 10.00 | 100.00 | |
| Public Storage (PSA) | 0.0 | $1.0k | 6.00 | 166.67 | |
| Transocean (RIG) | 0.0 | $5.0k | 465.00 | 10.75 | |
| Harris Corporation | 0.0 | $2.0k | 12.00 | 166.67 | |
| Electronic Arts (EA) | 0.0 | $0 | 4.00 | 0.00 | |
| TETRA Technologies (TTI) | 0.0 | $999.000000 | 300.00 | 3.33 | |
| Whirlpool Corporation (WHR) | 0.0 | $2.0k | 11.00 | 181.82 | |
| Foot Locker | 0.0 | $3.0k | 77.00 | 38.96 | |
| Equity Residential (EQR) | 0.0 | $3.0k | 42.00 | 71.43 | |
| CenturyLink | 0.0 | $4.0k | 186.00 | 21.51 | |
| Kroger (KR) | 0.0 | $4.0k | 189.00 | 21.16 | |
| Thermo Fisher Scientific (TMO) | 0.0 | $2.0k | 12.00 | 166.67 | |
| Aetna | 0.0 | $3.0k | 18.00 | 166.67 | |
| Yum! Brands (YUM) | 0.0 | $0 | 30.00 | 0.00 | |
| McKesson Corporation (MCK) | 0.0 | $4.0k | 23.00 | 173.91 | |
| Goodyear Tire & Rubber Company (GT) | 0.0 | $3.0k | 98.00 | 30.61 | |
| American Financial (AFG) | 0.0 | $2.0k | 21.00 | 95.24 | |
| Credit Suisse Group | 0.0 | $2.0k | 146.00 | 13.70 | |
| Fluor Corporation (FLR) | 0.0 | $4.0k | 96.00 | 41.67 | |
| Halliburton Company (HAL) | 0.0 | $2.0k | 49.00 | 40.82 | |
| Nike (NKE) | 0.0 | $2.0k | 48.00 | 41.67 | |
| Occidental Petroleum Corporation (OXY) | 0.0 | $3.0k | 54.00 | 55.56 | |
| Royal Dutch Shell | 0.0 | $4.0k | 61.00 | 65.57 | |
| Vodafone | 0.0 | $4.0k | 139.00 | 28.78 | |
| Alleghany Corporation | 0.0 | $2.0k | 4.00 | 500.00 | |
| Statoil ASA | 0.0 | $4.0k | 175.00 | 22.86 | |
| Canadian Pacific Railway | 0.0 | $2.0k | 10.00 | 200.00 | |
| Lazard Ltd-cl A shs a | 0.0 | $4.0k | 82.00 | 48.78 | |
| PG&E Corporation (PCG) | 0.0 | $4.0k | 59.00 | 67.80 | |
| NuStar GP Holdings | 0.0 | $3.0k | 150.00 | 20.00 | |
| Cintas Corporation (CTAS) | 0.0 | $2.0k | 15.00 | 133.33 | |
| Markel Corporation (MKL) | 0.0 | $5.0k | 5.00 | 1000.00 | |
| Barclays (BCS) | 0.0 | $2.0k | 235.00 | 8.51 | |
| Kellogg Company (K) | 0.0 | $1.0k | 20.00 | 50.00 | |
| W.R. Berkley Corporation (WRB) | 0.0 | $2.0k | 36.00 | 55.56 | |
| FactSet Research Systems (FDS) | 0.0 | $2.0k | 11.00 | 181.82 | |
| HFF | 0.0 | $2.0k | 54.00 | 37.04 | |
| Live Nation Entertainment (LYV) | 0.0 | $4.0k | 95.00 | 42.11 | |
| Omni (OMC) | 0.0 | $3.0k | 37.00 | 81.08 | |
| Discovery Communications | 0.0 | $2.0k | 92.00 | 21.74 | |
| Patterson-UTI Energy (PTEN) | 0.0 | $0 | 1.4k | 0.00 | |
| Sempra Energy (SRE) | 0.0 | $5.0k | 43.00 | 116.28 | |
| C.H. Robinson Worldwide (CHRW) | 0.0 | $4.0k | 54.00 | 74.07 | |
| Fastenal Company (FAST) | 0.0 | $5.0k | 110.00 | 45.45 | |
| First Solar (FSLR) | 0.0 | $0 | 10.00 | 0.00 | |
| Pioneer Natural Resources | 0.0 | $2.0k | 15.00 | 133.33 | |
| Primerica (PRI) | 0.0 | $2.0k | 25.00 | 80.00 | |
| Netflix (NFLX) | 0.0 | $2.0k | 9.00 | 222.22 | |
| Zimmer Holdings (ZBH) | 0.0 | $4.0k | 32.00 | 125.00 | |
| Domino's Pizza (DPZ) | 0.0 | $0 | 2.00 | 0.00 | |
| Rite Aid Corporation | 0.0 | $0 | 100.00 | 0.00 | |
| iShares NASDAQ Biotechnology Index (IBB) | 0.0 | $1.0k | 5.00 | 200.00 | |
| Micron Technology (MU) | 0.0 | $2.0k | 50.00 | 40.00 | |
| Estee Lauder Companies (EL) | 0.0 | $2.0k | 16.00 | 125.00 | |
| Dolby Laboratories (DLB) | 0.0 | $4.0k | 75.00 | 53.33 | |
| Baidu (BIDU) | 0.0 | $3.0k | 14.00 | 214.29 | |
| Intevac (IVAC) | 0.0 | $1.0k | 100.00 | 10.00 | |
| iShares Russell 2000 Index (IWM) | 0.0 | $0 | 2.00 | 0.00 | |
| Alaska Air (ALK) | 0.0 | $2.0k | 21.00 | 95.24 | |
| NTT DoCoMo | 0.0 | $3.0k | 145.00 | 20.69 | |
| InterDigital (IDCC) | 0.0 | $2.0k | 24.00 | 83.33 | |
| Legacy Reserves | 0.0 | $0 | 285.00 | 0.00 | |
| Oceaneering International (OII) | 0.0 | $1.0k | 38.00 | 26.32 | |
| Sally Beauty Holdings (SBH) | 0.0 | $1.0k | 36.00 | 27.78 | |
| Banco Santander (SAN) | 0.0 | $4.0k | 640.00 | 6.25 | |
| Universal Insurance Holdings (UVE) | 0.0 | $2.0k | 75.00 | 26.67 | |
| Alliance Resource Partners (ARLP) | 0.0 | $2.0k | 100.00 | 20.00 | |
| Cree | 0.0 | $3.0k | 117.00 | 25.64 | |
| Flowserve Corporation (FLS) | 0.0 | $5.0k | 120.00 | 41.67 | |
| Hain Celestial (HAIN) | 0.0 | $2.0k | 60.00 | 33.33 | |
| Knoll | 0.0 | $2.0k | 94.00 | 21.28 | |
| Skyworks Solutions (SWKS) | 0.0 | $4.0k | 39.00 | 102.56 | |
| Teekay Lng Partners | 0.0 | $3.0k | 150.00 | 20.00 | |
| A. O. Smith Corporation (AOS) | 0.0 | $2.0k | 33.00 | 60.61 | |
| CHECK POINT SOFTWARE Technolog Com Stk (CHKP) | 0.0 | $5.0k | 43.00 | 116.28 | |
| Ennis (EBF) | 0.0 | $2.0k | 81.00 | 24.69 | |
| Gentex Corporation (GNTX) | 0.0 | $4.0k | 201.00 | 19.90 | |
| ImmunoGen | 0.0 | $2.0k | 318.00 | 6.29 | |
| Hackett (HCKT) | 0.0 | $2.0k | 123.00 | 16.26 | |
| Federal Realty Inv. Trust | 0.0 | $2.0k | 17.00 | 117.65 | |
| Central Fd Cda Ltd cl a | 0.0 | $5.0k | 400.00 | 12.50 | |
| SPDR KBW Regional Banking (KRE) | 0.0 | $2.0k | 27.00 | 74.07 | |
| Scripps Networks Interactive | 0.0 | $2.0k | 27.00 | 74.07 | |
| Seadrill | 0.0 | $0 | 204.00 | 0.00 | |
| Simon Property (SPG) | 0.0 | $4.0k | 23.00 | 173.91 | |
| Vale | 0.0 | $0 | 127.00 | 0.00 | |
| Sensata Technologies Hldg Bv | 0.0 | $4.0k | 80.00 | 50.00 | |
| Ebix (EBIXQ) | 0.0 | $2.0k | 35.00 | 57.14 | |
| LogMeIn | 0.0 | $1.0k | 6.00 | 166.67 | |
| Nxp Semiconductors N V (NXPI) | 0.0 | $5.0k | 43.00 | 116.28 | |
| iShares Dow Jones US Consumer Goods (IYK) | 0.0 | $5.0k | 38.00 | 131.58 | |
| PowerShares Water Resources | 0.0 | $0 | 93.00 | 0.00 | |
| Hennessy Advisors (HNNA) | 0.0 | $2.0k | 129.00 | 15.50 | |
| Vanguard Growth ETF (VUG) | 0.0 | $1.0k | 4.00 | 250.00 | |
| Vanguard Value ETF (VTV) | 0.0 | $2.0k | 16.00 | 125.00 | |
| iShares Russell Midcap Growth Idx. (IWP) | 0.0 | $4.0k | 33.00 | 121.21 | |
| Hldgs (UAL) | 0.0 | $5.0k | 78.00 | 64.10 | |
| Vanguard Total Bond Market ETF (BND) | 0.0 | $2.0k | 27.00 | 74.07 | |
| General Motors Company (GM) | 0.0 | $3.0k | 74.00 | 40.54 | |
| Argan (AGX) | 0.0 | $2.0k | 31.00 | 64.52 | |
| Mistras (MG) | 0.0 | $0 | 100.00 | 0.00 | |
| SPDR DB Int'l Govt Infl Pro Bond (WIP) | 0.0 | $0 | 31.00 | 0.00 | |
| Sumitomo Mitsui Financial Grp (SMFG) | 0.0 | $4.0k | 492.00 | 8.13 | |
| iShares Dow Jones US Financial (IYF) | 0.0 | $3.0k | 27.00 | 111.11 | |
| iShares Dow Jones US Technology (IYW) | 0.0 | $2.0k | 15.00 | 133.33 | |
| iShares S&P Global Energy Sector (IXC) | 0.0 | $0 | 13.00 | 0.00 | |
| Pacira Pharmaceuticals (PCRX) | 0.0 | $4.0k | 99.00 | 40.40 | |
| Spirit Airlines | 0.0 | $2.0k | 50.00 | 40.00 | |
| Amc Networks Inc Cl A (AMCX) | 0.0 | $2.0k | 32.00 | 62.50 | |
| General Mtrs Co *w exp 07/10/201 | 0.0 | $3.0k | 137.00 | 21.90 | |
| Level 3 Communications | 0.0 | $2.0k | 33.00 | 60.61 | |
| Tripadvisor (TRIP) | 0.0 | $3.0k | 72.00 | 41.67 | |
| Us Natural Gas Fd Etf | 0.0 | $1.0k | 100.00 | 10.00 | |
| Renewable Energy | 0.0 | $0 | 6.00 | 0.00 | |
| L Brands | 0.0 | $1.0k | 21.00 | 47.62 | |
| Zoetis Inc Cl A (ZTS) | 0.0 | $3.0k | 40.00 | 75.00 | |
| Cdw (CDW) | 0.0 | $1.0k | 21.00 | 47.62 | |
| Sprouts Fmrs Mkt (SFM) | 0.0 | $5.0k | 255.00 | 19.61 | |
| Fireeye | 0.0 | $4.0k | 210.00 | 19.05 | |
| Controladora Vuela Cia Spon Ad (VLRS) | 0.0 | $0 | 4.00 | 0.00 | |
| Santander Consumer Usa | 0.0 | $2.0k | 104.00 | 19.23 | |
| Amc Entmt Hldgs Inc Cl A | 0.0 | $2.0k | 138.00 | 14.49 | |
| Contravir Pharma | 0.0 | $3.0k | 5.3k | 0.57 | |
| Now (DNOW) | 0.0 | $999.630000 | 87.00 | 11.49 | |
| Spartannash | 0.0 | $1.0k | 36.00 | 27.78 | |
| Time | 0.0 | $0 | 4.00 | 0.00 | |
| Fnf (FNF) | 0.0 | $999.970000 | 19.00 | 52.63 | |
| Geo Group Inc/the reit (GEO) | 0.0 | $1.0k | 42.00 | 23.81 | |
| Gopro (GPRO) | 0.0 | $0 | 20.00 | 0.00 | |
| Fidelity Natl Inc New Fnfv Group Com Isin #us31620r4020 | 0.0 | $0 | 6.00 | 0.00 | |
| Vectrus (VVX) | 0.0 | $0 | 6.00 | 0.00 | |
| Mobileye | 0.0 | $2.0k | 32.00 | 62.50 | |
| Halyard Health | 0.0 | $0 | 9.00 | 0.00 | |
| Keysight Technologies (KEYS) | 0.0 | $5.0k | 122.00 | 40.98 | |
| Liberty Broadband Cl C (LBRDK) | 0.0 | $1.0k | 8.00 | 125.00 | |
| Liberty Broadband Corporation (LBRDA) | 0.0 | $0 | 4.00 | 0.00 | |
| Vuzix Corp Com Stk (VUZI) | 0.0 | $3.0k | 500.00 | 6.00 | |
| Fitbit | 0.0 | $4.0k | 550.00 | 7.27 | |
| Invivo Therapeutics Hldgs | 0.0 | $1.0k | 1.0k | 1.00 | |
| Nomad Foods (NOMD) | 0.0 | $1.0k | 100.00 | 10.00 | |
| Nielsen Hldgs Plc Shs Eur | 0.0 | $3.0k | 64.00 | 46.88 | |
| J Alexanders Holding | 0.0 | $0 | 1.00 | 0.00 | |
| Hewlett Packard Enterprise (HPE) | 0.0 | $5.0k | 331.00 | 15.11 | |
| Hubbell (HUBB) | 0.0 | $3.0k | 30.00 | 100.00 | |
| Willis Towers Watson (WTW) | 0.0 | $2.0k | 16.00 | 125.00 | |
| Chubb (CB) | 0.0 | $5.0k | 37.00 | 135.14 | |
| Real Estate Select Sect Spdr (XLRE) | 0.0 | $999.900000 | 45.00 | 22.22 | |
| Under Armour Inc Cl C (UA) | 0.0 | $3.0k | 200.00 | 15.00 | |
| Liberty Media Corp Del Com Ser | 0.0 | $0 | 5.00 | 0.00 | |
| Liberty Media Corp Delaware Com A Braves Grp | 0.0 | $0 | 1.00 | 0.00 | |
| Liberty Media Corp Delaware Com A Siriusxm | 0.0 | $1.0k | 24.00 | 41.67 | |
| Liberty Media Corp Delaware Com C Braves Grp | 0.0 | $0 | 3.00 | 0.00 | |
| Liberty Media Corp Delaware Com C Siriusxm | 0.0 | $5.0k | 118.00 | 42.37 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 0.0 | $999.990000 | 3.00 | 333.33 | |
| Advansix (ASIX) | 0.0 | $4.0k | 110.00 | 36.36 | |
| Arconic | 0.0 | $5.0k | 200.00 | 25.00 | |
| Liberty Ventures - Ser A | 0.0 | $1.0k | 15.00 | 66.67 | |
| Lions Gate Entmnt Corp cl b non vtg | 0.0 | $0 | 14.00 | 0.00 | |
| Lci Industries (LCII) | 0.0 | $2.0k | 18.00 | 111.11 | |
| Bioverativ Inc Com equity | 0.0 | $2.0k | 32.00 | 62.50 | |
| Snap Inc cl a (SNAP) | 0.0 | $2.0k | 105.00 | 19.05 | |
| Dxc Technology (DXC) | 0.0 | $2.0k | 27.00 | 74.07 | |
| 180 Degree Cap | 0.0 | $2.0k | 900.00 | 2.22 | |
| Axon Enterprise (AXON) | 0.0 | $2.0k | 100.00 | 20.00 | |
| Wheaton Precious Metals Corp (WPM) | 0.0 | $2.0k | 100.00 | 20.00 | |
| Ultra Petroleum | 0.0 | $0 | 52.00 | 0.00 | |
| Frontier Communication | 0.0 | $2.0k | 166.00 | 12.05 | |
| Brighthouse Finl (BHF) | 0.0 | $2.0k | 31.00 | 64.52 | |
| Micro Focus Intl | 0.0 | $1.0k | 44.00 | 22.73 | |
| Black Knight | 0.0 | $0 | 5.00 | 0.00 |