Patten Group as of June 30, 2017
Portfolio Holdings for Patten Group
Patten Group holds 656 positions in its portfolio as reported in the June 2017 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Coca-Cola Company (KO) | 4.2 | $10M | 230k | 45.50 | |
Kimberly-Clark Corporation (KMB) | 3.6 | $9.0M | 74k | 121.32 | |
Visa (V) | 2.9 | $7.1M | 70k | 100.89 | |
Apple (AAPL) | 2.4 | $5.8M | 37k | 156.39 | |
iShares Russell 1000 Growth Index (IWF) | 2.0 | $4.9M | 40k | 122.20 | |
Spdr S&p 500 Etf (SPY) | 1.8 | $4.5M | 18k | 247.40 | |
Weyerhaeuser Company (WY) | 1.6 | $4.0M | 121k | 32.78 | |
First Republic Bank/san F (FRCB) | 1.6 | $3.9M | 38k | 101.56 | |
Walgreen Boots Alliance (WBA) | 1.4 | $3.6M | 44k | 81.05 | |
United Technologies Corporation | 1.4 | $3.5M | 29k | 121.50 | |
Johnson & Johnson (JNJ) | 1.4 | $3.5M | 26k | 133.17 | |
Microsoft Corporation (MSFT) | 1.4 | $3.5M | 48k | 72.68 | |
3M Company (MMM) | 1.3 | $3.2M | 15k | 207.62 | |
Premier (PINC) | 1.3 | $3.1M | 91k | 34.45 | |
Vanguard FTSE All-World ex-US ETF (VEU) | 1.2 | $3.1M | 59k | 52.07 | |
JPMorgan Chase & Co. (JPM) | 1.2 | $3.0M | 32k | 93.67 | |
Chubb (CB) | 1.2 | $2.9M | 20k | 149.82 | |
Exxon Mobil Corporation (XOM) | 1.2 | $2.9M | 36k | 80.22 | |
Intel Corporation (INTC) | 1.1 | $2.7M | 74k | 36.30 | |
Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 1.1 | $2.6M | 42k | 63.08 | |
iShares S&P MidCap 400 Index (IJH) | 1.1 | $2.6M | 15k | 174.64 | |
Db-x Msci Eafe Currency-hedged (DBEF) | 1.1 | $2.6M | 85k | 30.52 | |
Celgene Corporation | 1.0 | $2.5M | 19k | 136.72 | |
Unum (UNM) | 1.0 | $2.4M | 47k | 50.80 | |
Cisco Systems (CSCO) | 1.0 | $2.4M | 75k | 31.81 | |
Pepsi (PEP) | 0.9 | $2.4M | 20k | 116.37 | |
Delphi Automotive | 0.9 | $2.3M | 24k | 93.17 | |
Berkshire Hathaway (BRK.B) | 0.9 | $2.2M | 12k | 179.94 | |
Chevron Corporation (CVX) | 0.9 | $2.2M | 20k | 110.10 | |
Raytheon Company | 0.9 | $2.2M | 13k | 173.86 | |
Merck & Co (MRK) | 0.9 | $2.2M | 35k | 63.11 | |
PowerShares Build America Bond Portfolio | 0.8 | $2.1M | 70k | 30.17 | |
Other ac | 0.8 | $2.0M | 2.0M | 1.00 | |
Suntrust Banks Inc $1.00 Par Cmn | 0.8 | $1.9M | 33k | 58.44 | |
Xylem (XYL) | 0.8 | $1.9M | 32k | 60.00 | |
Ecolab (ECL) | 0.8 | $1.9M | 14k | 132.89 | |
Novartis (NVS) | 0.7 | $1.7M | 20k | 84.99 | |
Medtronic (MDT) | 0.7 | $1.7M | 20k | 83.69 | |
Vanguard Total Stock Market ETF (VTI) | 0.7 | $1.7M | 13k | 126.93 | |
At&t (T) | 0.7 | $1.7M | 48k | 34.51 | |
Honeywell International (HON) | 0.7 | $1.6M | 11k | 140.07 | |
Pinnacle Financial Partners (PNFP) | 0.7 | $1.6M | 25k | 63.99 | |
American International (AIG) | 0.7 | $1.6M | 25k | 65.09 | |
NVIDIA Corporation (NVDA) | 0.6 | $1.6M | 9.5k | 167.18 | |
Colgate-Palmolive Company (CL) | 0.6 | $1.6M | 22k | 71.49 | |
Host Hotels & Resorts (HST) | 0.6 | $1.6M | 83k | 18.65 | |
Vulcan Materials Company (VMC) | 0.6 | $1.5M | 13k | 121.86 | |
Canadian Natl Ry (CNI) | 0.6 | $1.5M | 19k | 79.32 | |
Newmont Mining Corporation (NEM) | 0.6 | $1.5M | 41k | 36.14 | |
Vanguard Emerging Markets ETF (VWO) | 0.6 | $1.5M | 34k | 43.24 | |
Boeing Company (BA) | 0.6 | $1.4M | 6.0k | 237.75 | |
Marriott International (MAR) | 0.6 | $1.4M | 13k | 105.01 | |
Simmons First National Corporation (SFNC) | 0.6 | $1.4M | 25k | 53.54 | |
Procter & Gamble Company (PG) | 0.5 | $1.3M | 15k | 90.66 | |
Nextera Energy (NEE) | 0.5 | $1.3M | 8.9k | 146.73 | |
Schlumberger (SLB) | 0.5 | $1.3M | 19k | 67.51 | |
Facebook Inc cl a (META) | 0.5 | $1.3M | 7.5k | 169.66 | |
MDU Resources (MDU) | 0.5 | $1.2M | 48k | 26.00 | |
United Parcel Service (UPS) | 0.5 | $1.2M | 11k | 112.06 | |
Apache Corporation | 0.5 | $1.2M | 27k | 45.22 | |
iShares MSCI EAFE Index Fund (EFA) | 0.5 | $1.2M | 18k | 67.49 | |
General Electric Company | 0.5 | $1.1M | 44k | 25.78 | |
Williams Companies (WMB) | 0.5 | $1.1M | 37k | 30.99 | |
Vanguard Mid-Cap ETF (VO) | 0.5 | $1.1M | 7.8k | 144.60 | |
Westrock (WRK) | 0.5 | $1.1M | 19k | 57.31 | |
Dow Chemical Company | 0.4 | $1.1M | 17k | 64.09 | |
Starbucks Corporation (SBUX) | 0.4 | $1.1M | 19k | 55.45 | |
SPDR Barclays Capital Convertible SecETF (CWB) | 0.4 | $1.1M | 21k | 50.52 | |
iShares Lehman 7-10 Yr Treas. Bond (IEF) | 0.4 | $1.0M | 9.7k | 106.97 | |
Alphabet Inc Class C cs (GOOG) | 0.4 | $1.0M | 1.1k | 927.67 | |
Norfolk Southern (NSC) | 0.4 | $1.0M | 8.7k | 114.62 | |
Nike (NKE) | 0.4 | $1.0M | 17k | 59.76 | |
Occidental Petroleum Corporation (OXY) | 0.4 | $940k | 15k | 62.06 | |
PowerShares QQQ Trust, Series 1 | 0.4 | $919k | 6.4k | 143.59 | |
Regions Financial Corporation (RF) | 0.4 | $891k | 60k | 14.94 | |
Corning Incorporated (GLW) | 0.3 | $863k | 30k | 29.24 | |
Emerson Electric (EMR) | 0.3 | $873k | 14k | 61.15 | |
iShares S&P 500 Index (IVV) | 0.3 | $834k | 3.3k | 249.10 | |
Applied Materials (AMAT) | 0.3 | $839k | 20k | 42.81 | |
Ventas (VTR) | 0.3 | $827k | 13k | 65.79 | |
Roche Holding (RHHBY) | 0.3 | $845k | 27k | 31.88 | |
Halyard Health | 0.3 | $830k | 20k | 42.59 | |
Eaton (ETN) | 0.3 | $806k | 11k | 74.57 | |
Wisdomtree Tr itl hdg div gt (IHDG) | 0.3 | $810k | 27k | 30.07 | |
iShares S&P MidCap 400 Growth (IJK) | 0.3 | $798k | 4.0k | 197.18 | |
iShares S&P Global Technology Sect. (IXN) | 0.3 | $792k | 5.8k | 137.52 | |
IDEXX Laboratories (IDXX) | 0.3 | $767k | 5.0k | 152.64 | |
Lockheed Martin Corporation (LMT) | 0.3 | $777k | 2.6k | 297.02 | |
Tencent Holdings Ltd - (TCEHY) | 0.3 | $762k | 19k | 39.84 | |
Praxair | 0.3 | $742k | 5.7k | 130.18 | |
Vanguard Value ETF (VTV) | 0.3 | $751k | 7.6k | 98.47 | |
Dominion Resources (D) | 0.3 | $721k | 9.2k | 78.03 | |
iShares Lehman Aggregate Bond (AGG) | 0.3 | $720k | 6.6k | 109.74 | |
iShares S&P SmallCap 600 Index (IJR) | 0.3 | $722k | 10k | 70.14 | |
Alphabet Inc Class A cs (GOOGL) | 0.3 | $725k | 767.00 | 945.24 | |
Verizon Communications (VZ) | 0.3 | $686k | 14k | 48.92 | |
TJX Companies (TJX) | 0.3 | $697k | 9.9k | 70.16 | |
iShares Russell 3000 Index (IWV) | 0.3 | $702k | 4.8k | 146.25 | |
Anadarko Petroleum Corporation | 0.3 | $675k | 15k | 44.90 | |
Vanguard Growth ETF (VUG) | 0.3 | $668k | 5.1k | 130.34 | |
Ingevity (NGVT) | 0.3 | $668k | 11k | 61.40 | |
Walt Disney Company (DIS) | 0.3 | $635k | 5.9k | 107.72 | |
Vanguard Small-Cap Value ETF (VBR) | 0.3 | $653k | 5.3k | 123.74 | |
Vanguard REIT ETF (VNQ) | 0.3 | $639k | 7.6k | 84.02 | |
Lowe's Companies (LOW) | 0.2 | $616k | 7.9k | 78.34 | |
Estee Lauder Companies (EL) | 0.2 | $610k | 6.2k | 98.55 | |
iShares MSCI EAFE Growth Index (EFG) | 0.2 | $619k | 8.1k | 76.25 | |
WisdomTree MidCap Dividend Fund (DON) | 0.2 | $623k | 6.3k | 98.23 | |
Qualcomm (QCOM) | 0.2 | $584k | 11k | 52.59 | |
Autodesk (ADSK) | 0.2 | $555k | 5.1k | 108.40 | |
John Hancock Bank & Thrift Opportu. Fund (BTO) | 0.2 | $538k | 15k | 35.71 | |
iShares MSCI Canada Index (EWC) | 0.2 | $552k | 20k | 27.78 | |
Northrop Grumman Corporation (NOC) | 0.2 | $512k | 1.9k | 269.47 | |
Technology SPDR (XLK) | 0.2 | $529k | 9.2k | 57.65 | |
Philip Morris International (PM) | 0.2 | $497k | 4.3k | 114.73 | |
iShares S&P NA Tech. Sec. Idx (IGM) | 0.2 | $491k | 3.2k | 151.12 | |
PIMCO Intermediate Mun Bond Strat Fund (MUNI) | 0.2 | $499k | 9.3k | 53.66 | |
Health Care SPDR (XLV) | 0.2 | $475k | 6.0k | 79.46 | |
General Mills (GIS) | 0.2 | $475k | 8.5k | 56.16 | |
Macquarie Infrastructure Company | 0.2 | $466k | 6.1k | 76.21 | |
Financial Select Sector SPDR (XLF) | 0.2 | $469k | 19k | 25.37 | |
iShares Brclys Intrdte Gov/Crt Bd (GVI) | 0.2 | $479k | 4.3k | 111.14 | |
Dover Corporation (DOV) | 0.2 | $451k | 5.2k | 86.61 | |
Atmos Energy Corporation (ATO) | 0.2 | $453k | 5.2k | 87.20 | |
Wisdomtree Tr intl hedge eqt (HEDJ) | 0.2 | $445k | 7.1k | 63.08 | |
Home Depot (HD) | 0.2 | $423k | 2.8k | 152.76 | |
E.I. du Pont de Nemours & Company | 0.2 | $430k | 5.2k | 82.05 | |
Becton, Dickinson and (BDX) | 0.2 | $414k | 2.1k | 196.86 | |
General Dynamics Corporation (GD) | 0.2 | $430k | 2.1k | 200.19 | |
SPDR Gold Trust (GLD) | 0.2 | $430k | 3.6k | 119.78 | |
Delta Air Lines (DAL) | 0.2 | $420k | 8.3k | 50.56 | |
Powershares Etf Tr Ii em mrk low vol | 0.2 | $425k | 17k | 24.85 | |
Paypal Holdings (PYPL) | 0.2 | $428k | 7.3k | 58.83 | |
McDonald's Corporation (MCD) | 0.2 | $387k | 2.5k | 153.69 | |
CVS Caremark Corporation (CVS) | 0.2 | $390k | 5.0k | 77.92 | |
Amgen (AMGN) | 0.2 | $387k | 2.2k | 173.85 | |
International Business Machines (IBM) | 0.2 | $386k | 2.7k | 145.33 | |
Sanofi-Aventis SA (SNY) | 0.2 | $387k | 8.1k | 48.06 | |
iShares IBoxx $ Invest Grade Corp Bd (LQD) | 0.2 | $388k | 3.2k | 120.61 | |
Ishares High Dividend Equity F (HDV) | 0.2 | $390k | 4.6k | 84.69 | |
Williams Partners | 0.2 | $401k | 10k | 39.46 | |
Kraft Heinz (KHC) | 0.2 | $389k | 4.5k | 86.75 | |
MasterCard Incorporated (MA) | 0.1 | $358k | 2.8k | 129.99 | |
Tiffany & Co. | 0.1 | $370k | 4.0k | 93.08 | |
iShares Russell 2000 Index (IWM) | 0.1 | $364k | 2.6k | 140.05 | |
Vanguard Short Term Corporate Bond ETF (VCSH) | 0.1 | $379k | 4.7k | 80.26 | |
BB&T Corporation | 0.1 | $338k | 7.0k | 48.40 | |
DNP Select Income Fund (DNP) | 0.1 | $345k | 30k | 11.33 | |
BlackRock Core Bond Trust (BHK) | 0.1 | $345k | 24k | 14.16 | |
Republic Services (RSG) | 0.1 | $320k | 5.0k | 64.65 | |
Bristol Myers Squibb (BMY) | 0.1 | $310k | 5.5k | 56.03 | |
Wolverine World Wide (WWW) | 0.1 | $318k | 12k | 27.76 | |
Dollar General (DG) | 0.1 | $315k | 4.2k | 74.93 | |
iShares Dow Jones Select Dividend (DVY) | 0.1 | $315k | 3.4k | 92.89 | |
iShares Barclays Inter Crd Bd Fund ETF) (IGIB) | 0.1 | $329k | 3.0k | 110.03 | |
Phillips 66 (PSX) | 0.1 | $316k | 3.7k | 85.50 | |
Duke Energy (DUK) | 0.1 | $315k | 3.6k | 86.59 | |
American Express Company (AXP) | 0.1 | $284k | 3.3k | 85.93 | |
Wal-Mart Stores (WMT) | 0.1 | $292k | 3.6k | 80.46 | |
Laboratory Corp. of America Holdings | 0.1 | $298k | 1.9k | 158.85 | |
Altria (MO) | 0.1 | $294k | 4.5k | 65.58 | |
Southern Company (SO) | 0.1 | $294k | 6.0k | 48.76 | |
iShares NASDAQ Biotechnology Index (IBB) | 0.1 | $296k | 939.00 | 315.23 | |
iShares Gold Trust | 0.1 | $285k | 24k | 12.10 | |
iShares S&P Natl AMTFr Mncpl Bd (MUB) | 0.1 | $304k | 2.7k | 110.75 | |
Vanguard High Dividend Yield ETF (VYM) | 0.1 | $298k | 3.7k | 79.51 | |
Nuveen Equity Premium Income Fund (BXMX) | 0.1 | $284k | 20k | 14.07 | |
iShares S&P 1500 Index Fund (ITOT) | 0.1 | $295k | 5.2k | 56.52 | |
Bombardier | 0.1 | $273k | 133k | 2.05 | |
ConocoPhillips (COP) | 0.1 | $283k | 6.2k | 45.59 | |
Sempra Energy (SRE) | 0.1 | $278k | 2.4k | 117.05 | |
American Water Works (AWK) | 0.1 | $270k | 3.3k | 81.20 | |
Consumer Staples Select Sect. SPDR (XLP) | 0.1 | $279k | 5.1k | 54.98 | |
Ishares Inc core msci emkt (IEMG) | 0.1 | $271k | 5.1k | 53.02 | |
Dentsply Sirona (XRAY) | 0.1 | $280k | 4.5k | 61.57 | |
Bank Of Montreal Cadcom (BMO) | 0.1 | $247k | 3.3k | 74.89 | |
iShares S&P MidCap 400 Value Index (IJJ) | 0.1 | $246k | 1.6k | 149.45 | |
Schwab Strategic Tr 0 (SCHP) | 0.1 | $252k | 4.6k | 55.25 | |
Atlantic Cap Bancshares | 0.1 | $243k | 13k | 19.21 | |
Smartfinancial (SMBK) | 0.1 | $236k | 9.6k | 24.54 | |
Hilton Worldwide Holdings (HLT) | 0.1 | $247k | 3.9k | 63.04 | |
Union Pacific Corporation (UNP) | 0.1 | $222k | 2.2k | 102.30 | |
Accenture (ACN) | 0.1 | $210k | 1.6k | 130.43 | |
Industrial SPDR (XLI) | 0.1 | $229k | 3.3k | 68.83 | |
Tesla Motors (TSLA) | 0.1 | $211k | 591.00 | 357.02 | |
Mondelez Int (MDLZ) | 0.1 | $227k | 5.2k | 43.43 | |
Commerce Union Bancshares | 0.1 | $222k | 8.8k | 25.26 | |
Claymore Exchange-trd Fd Tr guggenheim etf | 0.1 | $221k | 4.2k | 52.34 | |
Valvoline Inc Common (VVV) | 0.1 | $221k | 9.9k | 22.37 | |
Bank of America Corporation (BAC) | 0.1 | $189k | 7.6k | 25.02 | |
Kroger (KR) | 0.1 | $206k | 8.5k | 24.12 | |
Vanguard Short-Term Bond ETF (BSV) | 0.1 | $202k | 2.5k | 79.87 | |
Energy Select Sector SPDR (XLE) | 0.1 | $194k | 3.0k | 65.76 | |
Consumer Discretionary SPDR (XLY) | 0.1 | $188k | 2.1k | 91.26 | |
iShares Dow Jones Transport. Avg. (IYT) | 0.1 | $196k | 1.2k | 166.81 | |
Vanguard Dividend Appreciation ETF (VIG) | 0.1 | $201k | 2.2k | 93.40 | |
iShares Barclays TIPS Bond Fund (TIP) | 0.1 | $197k | 1.7k | 113.74 | |
iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) | 0.1 | $206k | 2.0k | 105.37 | |
General Motors Company (GM) | 0.1 | $186k | 5.3k | 35.36 | |
Abbvie (ABBV) | 0.1 | $200k | 2.8k | 70.92 | |
Ashland (ASH) | 0.1 | $188k | 3.0k | 63.43 | |
BlackRock (BLK) | 0.1 | $180k | 423.00 | 425.53 | |
Tractor Supply Company (TSCO) | 0.1 | $172k | 3.0k | 57.14 | |
Pfizer (PFE) | 0.1 | $163k | 4.8k | 33.64 | |
International Paper Company (IP) | 0.1 | $172k | 3.2k | 53.87 | |
Freeport-McMoRan Copper & Gold (FCX) | 0.1 | $161k | 11k | 14.44 | |
Anheuser-Busch InBev NV (BUD) | 0.1 | $165k | 1.4k | 120.00 | |
WABCO Holdings | 0.1 | $178k | 1.3k | 138.31 | |
Illumina (ILMN) | 0.1 | $168k | 865.00 | 194.22 | |
Church & Dwight (CHD) | 0.1 | $170k | 3.4k | 50.54 | |
Rydex S&P Equal Weight ETF | 0.1 | $164k | 1.8k | 93.71 | |
iShares Dow Jones US Technology (IYW) | 0.1 | $172k | 1.2k | 146.38 | |
iShares Russell 3000 Growth Index (IUSG) | 0.1 | $169k | 3.4k | 49.66 | |
Vanguard Intl Equity Index F glb ex us etf (VNQI) | 0.1 | $162k | 2.8k | 58.76 | |
Citigroup (C) | 0.1 | $173k | 2.5k | 68.92 | |
Time Warner | 0.1 | $140k | 1.4k | 102.64 | |
Mid-America Apartment (MAA) | 0.1 | $156k | 1.5k | 104.00 | |
Enbridge (ENB) | 0.1 | $151k | 3.6k | 41.53 | |
Enterprise Products Partners (EPD) | 0.1 | $137k | 5.2k | 26.59 | |
Magellan Midstream Partners | 0.1 | $138k | 2.0k | 69.00 | |
Potlatch Corporation (PCH) | 0.1 | $153k | 3.2k | 48.57 | |
Vanguard Large-Cap ETF (VV) | 0.1 | $153k | 1.3k | 113.75 | |
Utilities SPDR (XLU) | 0.1 | $149k | 2.8k | 53.89 | |
Vanguard Mid-Cap Growth ETF (VOT) | 0.1 | $156k | 1.3k | 118.45 | |
Powershares S&p 500 | 0.1 | $159k | 3.9k | 40.53 | |
Synovus Finl (SNV) | 0.1 | $155k | 3.6k | 43.58 | |
Ishares Canadn Govt Bd Idx Etf Unit ef | 0.1 | $141k | 8.3k | 17.02 | |
Cref Equity Index R3 cs | 0.1 | $153k | 752.00 | 203.46 | |
Eli Lilly & Co. (LLY) | 0.1 | $123k | 1.5k | 82.00 | |
Hanesbrands (HBI) | 0.1 | $115k | 4.7k | 24.36 | |
Stryker Corporation (SYK) | 0.1 | $129k | 881.00 | 146.42 | |
Biogen Idec (BIIB) | 0.1 | $133k | 462.00 | 287.88 | |
Nestle SA Reg Shs. Ser. B Spons (NSRGY) | 0.1 | $126k | 1.5k | 85.71 | |
New Jersey Resources Corporation (NJR) | 0.1 | $129k | 3.0k | 43.00 | |
iShares S&P 500 Growth Index (IVW) | 0.1 | $122k | 867.00 | 140.72 | |
Vanguard Europe Pacific ETF (VEA) | 0.1 | $129k | 3.0k | 42.66 | |
Vanguard Mid-Cap Value ETF (VOE) | 0.1 | $121k | 1.2k | 104.94 | |
Schwab Strategic Tr us lrg cap etf (SCHX) | 0.1 | $118k | 2.0k | 59.00 | |
Ishares Tr fltg rate nt (FLOT) | 0.1 | $131k | 2.6k | 50.78 | |
stock | 0.1 | $129k | 2.2k | 59.89 | |
Zoetis Inc Cl A (ZTS) | 0.1 | $112k | 1.8k | 62.22 | |
Mobileye | 0.1 | $135k | 2.1k | 63.68 | |
Ishares Tr dec 18 cp term | 0.1 | $119k | 4.7k | 25.24 | |
Ishares Tr Dec 2020 | 0.1 | $120k | 4.7k | 25.52 | |
Ishares Tr ibnd dec21 etf | 0.1 | $121k | 4.8k | 25.03 | |
Ishares Tr Ibonds December 2022 Corp Etf | 0.1 | $122k | 4.8k | 25.18 | |
Ishares Tr | 0.1 | $119k | 4.8k | 24.92 | |
Bank of New York Mellon Corporation (BK) | 0.0 | $105k | 1.9k | 54.21 | |
Cummins (CMI) | 0.0 | $92k | 575.00 | 160.00 | |
Nucor Corporation (NUE) | 0.0 | $88k | 1.5k | 57.70 | |
C.R. Bard | 0.0 | $107k | 335.00 | 319.40 | |
Danaher Corporation (DHR) | 0.0 | $108k | 1.3k | 81.02 | |
Southwestern Energy Company | 0.0 | $88k | 17k | 5.25 | |
Toyota Motor Corporation (TM) | 0.0 | $106k | 935.00 | 113.37 | |
First Horizon National Corporation (FHN) | 0.0 | $96k | 5.4k | 17.82 | |
Renasant (RNST) | 0.0 | $93k | 2.2k | 42.27 | |
Hain Celestial (HAIN) | 0.0 | $97k | 2.3k | 43.02 | |
Skyworks Solutions (SWKS) | 0.0 | $87k | 850.00 | 102.35 | |
McDermott International | 0.0 | $107k | 16k | 6.71 | |
Materials SPDR (XLB) | 0.0 | $102k | 1.9k | 54.66 | |
Bar Harbor Bankshares (BHB) | 0.0 | $88k | 3.2k | 27.30 | |
Vanguard Total Bond Market ETF (BND) | 0.0 | $96k | 1.2k | 81.84 | |
Invesco Mortgage Capital | 0.0 | $100k | 6.0k | 16.67 | |
iShares Dow Jones US Aerospace & Def.ETF (ITA) | 0.0 | $102k | 605.00 | 168.60 | |
SPDR DJ Wilshire Small Cap Value (SLYV) | 0.0 | $93k | 780.00 | 119.23 | |
Blackrock Build America Bond Trust (BBN) | 0.0 | $98k | 4.2k | 23.33 | |
Schwab Strategic Tr us aggregate b (SCHZ) | 0.0 | $111k | 2.1k | 52.24 | |
Synchrony Financial (SYF) | 0.0 | $102k | 3.4k | 29.82 | |
BP (BP) | 0.0 | $80k | 2.2k | 36.31 | |
iShares MSCI Emerging Markets Indx (EEM) | 0.0 | $80k | 1.8k | 44.08 | |
U.S. Bancorp (USB) | 0.0 | $80k | 1.5k | 52.98 | |
Lincoln National Corporation (LNC) | 0.0 | $74k | 1.0k | 74.00 | |
Caterpillar (CAT) | 0.0 | $81k | 705.00 | 114.89 | |
FedEx Corporation (FDX) | 0.0 | $77k | 370.00 | 208.11 | |
Waste Management (WM) | 0.0 | $82k | 1.1k | 75.93 | |
Abbott Laboratories (ABT) | 0.0 | $66k | 1.3k | 48.93 | |
Citrix Systems | 0.0 | $62k | 796.00 | 77.89 | |
Digital Realty Trust (DLR) | 0.0 | $65k | 568.00 | 114.44 | |
AFLAC Incorporated (AFL) | 0.0 | $62k | 770.00 | 80.52 | |
Automatic Data Processing (ADP) | 0.0 | $86k | 770.00 | 111.69 | |
Air Products & Chemicals (APD) | 0.0 | $85k | 575.00 | 147.83 | |
Allstate Corporation (ALL) | 0.0 | $62k | 654.00 | 94.80 | |
Target Corporation (TGT) | 0.0 | $79k | 1.4k | 57.25 | |
UnitedHealth (UNH) | 0.0 | $75k | 387.00 | 193.80 | |
American Electric Power Company (AEP) | 0.0 | $71k | 1.0k | 71.00 | |
Ford Motor Company (F) | 0.0 | $73k | 6.7k | 10.93 | |
Dr Pepper Snapple | 0.0 | $79k | 870.00 | 90.80 | |
Bk Nova Cad (BNS) | 0.0 | $75k | 1.2k | 62.24 | |
SPDR KBW Regional Banking (KRE) | 0.0 | $80k | 1.5k | 55.17 | |
SPDR Dow Jones Industrial Average ETF (DIA) | 0.0 | $86k | 390.00 | 220.51 | |
SPDR S&P Homebuilders (XHB) | 0.0 | $81k | 2.1k | 38.63 | |
iShares S&P Europe 350 Index (IEV) | 0.0 | $68k | 1.5k | 46.23 | |
Vanguard Small-Cap Growth ETF (VBK) | 0.0 | $66k | 452.00 | 146.02 | |
iShares MSCI Germany Index Fund (EWG) | 0.0 | $85k | 2.7k | 31.19 | |
iShares MSCI Switzerland Index Fund (EWL) | 0.0 | $64k | 1.9k | 34.59 | |
Kinder Morgan (KMI) | 0.0 | $72k | 3.5k | 20.32 | |
Hd Supply | 0.0 | $78k | 2.5k | 31.71 | |
Vodafone Group New Adr F (VOD) | 0.0 | $62k | 2.1k | 29.91 | |
Ishares Cor S&p Tsx Cp Cmp Etf Unit ef (IRSHF) | 0.0 | $67k | 3.5k | 19.14 | |
Real Estate Select Sect Spdr (XLRE) | 0.0 | $66k | 2.0k | 32.80 | |
Fortive (FTV) | 0.0 | $66k | 979.00 | 67.42 | |
Progressive Corporation (PGR) | 0.0 | $40k | 840.00 | 47.62 | |
Ameriprise Financial (AMP) | 0.0 | $46k | 310.00 | 148.39 | |
Wells Fargo & Company (WFC) | 0.0 | $58k | 1.1k | 52.73 | |
Morgan Stanley (MS) | 0.0 | $48k | 1.0k | 48.00 | |
Cabot Corporation (CBT) | 0.0 | $53k | 1.0k | 53.00 | |
AstraZeneca (AZN) | 0.0 | $42k | 1.4k | 30.48 | |
Diageo (DEO) | 0.0 | $51k | 384.00 | 132.81 | |
Canadian Pacific Railway | 0.0 | $41k | 265.00 | 154.72 | |
Gilead Sciences (GILD) | 0.0 | $40k | 540.00 | 74.07 | |
Shire | 0.0 | $51k | 325.00 | 156.92 | |
Buckeye Partners | 0.0 | $61k | 1.0k | 61.00 | |
EOG Resources (EOG) | 0.0 | $58k | 645.00 | 89.92 | |
Dollar Tree (DLTR) | 0.0 | $39k | 525.00 | 74.29 | |
Pioneer Natural Resources | 0.0 | $39k | 286.00 | 136.36 | |
Thor Industries (THO) | 0.0 | $52k | 500.00 | 104.00 | |
Vanguard Intermediate-Term Bond ETF (BIV) | 0.0 | $56k | 662.00 | 84.59 | |
Amazon (AMZN) | 0.0 | $59k | 60.00 | 983.33 | |
Carlisle Companies (CSL) | 0.0 | $49k | 495.00 | 98.99 | |
Mueller Water Products (MWA) | 0.0 | $44k | 3.5k | 12.48 | |
Under Armour (UAA) | 0.0 | $55k | 3.0k | 18.27 | |
Camden National Corporation (CAC) | 0.0 | $57k | 1.4k | 41.13 | |
Textron (TXT) | 0.0 | $39k | 800.00 | 48.75 | |
Astec Industries (ASTE) | 0.0 | $48k | 1.0k | 48.00 | |
McCormick & Company, Incorporated (MKC) | 0.0 | $42k | 440.00 | 95.45 | |
iShares Barclays 20+ Yr Treas.Bond (TLT) | 0.0 | $60k | 480.00 | 125.00 | |
Tri-Continental Corporation (TY) | 0.0 | $53k | 2.1k | 25.18 | |
iShares S&P SmallCap 600 Growth (IJT) | 0.0 | $50k | 318.00 | 157.23 | |
SPDR S&P Dividend (SDY) | 0.0 | $61k | 680.00 | 89.71 | |
Vectren Corporation | 0.0 | $61k | 1.0k | 61.00 | |
ISHARES TR MSCI Small Cap msci small cap (SCZ) | 0.0 | $43k | 714.00 | 60.22 | |
iShares Barclays Credit Bond Fund (USIG) | 0.0 | $40k | 355.00 | 112.68 | |
iShares S&P AMT-Fr Mncpl Bnd (NYF) | 0.0 | $45k | 400.00 | 112.50 | |
Vanguard FTSE All Wld Ex USSml Cap (VSS) | 0.0 | $40k | 358.00 | 111.73 | |
Merrill Lynch Trust prf | 0.0 | $40k | 1.5k | 26.51 | |
iShares S&P Growth Allocation Fund (AOR) | 0.0 | $52k | 1.2k | 44.33 | |
Deutsche Bk Contingnt Cap Tr V ps | 0.0 | $40k | 1.5k | 26.79 | |
Claymore Exchange-traded Fd gugg spinoff etf | 0.0 | $48k | 985.00 | 48.73 | |
Sch Us Mid-cap Etf etf (SCHM) | 0.0 | $46k | 932.00 | 49.36 | |
D Spdr Series Trust (XTL) | 0.0 | $53k | 748.00 | 70.86 | |
Apollo Global Management 'a' | 0.0 | $38k | 1.3k | 28.90 | |
Cbre Group Inc Cl A (CBRE) | 0.0 | $38k | 1.0k | 37.44 | |
Marriott Vacations Wrldwde Cp (VAC) | 0.0 | $51k | 444.00 | 114.86 | |
Wpx Energy | 0.0 | $45k | 4.3k | 10.39 | |
Ishares Inc em mkt min vol (EEMV) | 0.0 | $54k | 945.00 | 57.14 | |
Proshares Ultrashort 20+y Tr etf (TBT) | 0.0 | $44k | 1.2k | 36.07 | |
Cardno | 0.0 | $37k | 40k | 0.94 | |
Nextera Energy Partners (NEP) | 0.0 | $43k | 1.1k | 40.00 | |
Allergan | 0.0 | $40k | 166.00 | 240.96 | |
Bwx Technologies (BWXT) | 0.0 | $40k | 750.00 | 53.33 | |
Homebancorp Inc cs | 0.0 | $49k | 4.0k | 12.25 | |
Ishares Cad Select Dvd Idx Etf Unit ef | 0.0 | $39k | 2.0k | 19.50 | |
Broad | 0.0 | $59k | 238.00 | 247.90 | |
U S Treas Sec Stripped Int Pmt gb | 0.0 | $44k | 46k | 0.96 | |
Under Armour Inc Cl C (UA) | 0.0 | $52k | 3.1k | 16.75 | |
Public Storage 5.15 Callable preferred (PSA.PF) | 0.0 | $38k | 1.5k | 25.33 | |
Common Stock mobileye n | 0.0 | $39k | 614.00 | 63.52 | |
Jump Fund Ii, Lp cs | 0.0 | $50k | 1.00 | 50000.00 | |
Comcast Corporation (CMCSA) | 0.0 | $17k | 434.00 | 39.17 | |
Total System Services | 0.0 | $32k | 500.00 | 64.00 | |
Costco Wholesale Corporation (COST) | 0.0 | $23k | 150.00 | 153.33 | |
Via | 0.0 | $15k | 503.00 | 29.82 | |
Baxter International (BAX) | 0.0 | $35k | 590.00 | 59.32 | |
Hillenbrand (HI) | 0.0 | $18k | 500.00 | 36.00 | |
Nuance Communications | 0.0 | $19k | 1.1k | 17.27 | |
Nordstrom (JWN) | 0.0 | $19k | 410.00 | 46.34 | |
International Flavors & Fragrances (IFF) | 0.0 | $16k | 120.00 | 133.33 | |
Mohawk Industries (MHK) | 0.0 | $29k | 114.00 | 254.39 | |
Agrium | 0.0 | $32k | 315.00 | 101.59 | |
Valero Energy Corporation (VLO) | 0.0 | $27k | 400.00 | 67.50 | |
Thermo Fisher Scientific (TMO) | 0.0 | $17k | 95.00 | 178.95 | |
McKesson Corporation (MCK) | 0.0 | $32k | 210.00 | 152.38 | |
Avnet (AVT) | 0.0 | $18k | 480.00 | 37.50 | |
Fluor Corporation (FLR) | 0.0 | $20k | 500.00 | 40.00 | |
GlaxoSmithKline | 0.0 | $34k | 830.00 | 40.96 | |
Royal Dutch Shell | 0.0 | $24k | 415.00 | 57.83 | |
Clorox Company (CLX) | 0.0 | $16k | 120.00 | 133.33 | |
Kellogg Company (K) | 0.0 | $24k | 346.00 | 69.36 | |
Toll Brothers (TOL) | 0.0 | $30k | 750.00 | 40.00 | |
Omni (OMC) | 0.0 | $25k | 320.00 | 78.12 | |
Oracle Corporation (ORCL) | 0.0 | $32k | 650.00 | 49.23 | |
Robert Half International (RHI) | 0.0 | $32k | 730.00 | 43.84 | |
Zimmer Holdings (ZBH) | 0.0 | $18k | 155.00 | 116.13 | |
Louisiana-Pacific Corporation (LPX) | 0.0 | $26k | 1.1k | 24.76 | |
CF Industries Holdings (CF) | 0.0 | $20k | 625.00 | 32.00 | |
Rogers Communications -cl B (RCI) | 0.0 | $15k | 300.00 | 50.00 | |
Banco Santander-Chile (BSAC) | 0.0 | $15k | 519.00 | 28.90 | |
iShares Russell 1000 Index (IWB) | 0.0 | $28k | 203.00 | 137.93 | |
Acuity Brands (AYI) | 0.0 | $20k | 99.00 | 202.02 | |
Enbridge Energy Partners | 0.0 | $31k | 2.1k | 15.12 | |
Elbit Systems (ESLT) | 0.0 | $36k | 285.00 | 126.32 | |
MetLife (MET) | 0.0 | $15k | 287.00 | 52.26 | |
SCANA Corporation | 0.0 | $17k | 262.00 | 64.89 | |
Centene Corporation (CNC) | 0.0 | $16k | 200.00 | 80.00 | |
Wabtec Corporation (WAB) | 0.0 | $19k | 255.00 | 74.51 | |
Aqua America | 0.0 | $34k | 1.0k | 34.00 | |
Aar (AIR) | 0.0 | $31k | 850.00 | 36.47 | |
Kansas City Southern | 0.0 | $37k | 360.00 | 102.78 | |
TreeHouse Foods (THS) | 0.0 | $19k | 250.00 | 76.00 | |
United Natural Foods (UNFI) | 0.0 | $22k | 590.00 | 37.29 | |
HCP | 0.0 | $18k | 600.00 | 30.00 | |
iRobot Corporation (IRBT) | 0.0 | $23k | 225.00 | 102.22 | |
Tor Dom Bk Cad (TD) | 0.0 | $16k | 323.00 | 49.54 | |
EQT Corporation (EQT) | 0.0 | $20k | 325.00 | 61.54 | |
Manulife Finl Corp (MFC) | 0.0 | $33k | 1.6k | 20.73 | |
iShares Russell Midcap Value Index (IWS) | 0.0 | $20k | 235.00 | 85.11 | |
Masimo Corporation (MASI) | 0.0 | $14k | 160.00 | 87.50 | |
iShares MSCI Mexico Inv. Mt. Idx. (EWW) | 0.0 | $31k | 550.00 | 56.36 | |
iShares Silver Trust (SLV) | 0.0 | $19k | 1.2k | 15.51 | |
LogMeIn | 0.0 | $18k | 160.00 | 112.50 | |
Nxp Semiconductors N V (NXPI) | 0.0 | $22k | 200.00 | 110.00 | |
iShares MSCI EAFE Value Index (EFV) | 0.0 | $29k | 544.00 | 53.31 | |
iShares MSCI Pacific ex-Japan Idx (EPP) | 0.0 | $26k | 560.00 | 46.43 | |
Hldgs (UAL) | 0.0 | $21k | 300.00 | 70.00 | |
iShares FTSE KLD Select Scil Idx (SUSA) | 0.0 | $13k | 125.00 | 104.00 | |
iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) | 0.0 | $27k | 250.00 | 108.00 | |
Vanguard Extended Market ETF (VXF) | 0.0 | $37k | 357.00 | 103.64 | |
Vanguard European ETF (VGK) | 0.0 | $29k | 500.00 | 58.00 | |
SPDR Barclays Capital High Yield B | 0.0 | $24k | 655.00 | 36.64 | |
iShares MSCI Australia Index Fund (EWA) | 0.0 | $14k | 635.00 | 22.05 | |
First Trust IPOX-100 Index Fund (FPX) | 0.0 | $36k | 597.00 | 60.30 | |
iShares Dow Jones EPAC Sel Div Ind (IDV) | 0.0 | $17k | 500.00 | 34.00 | |
iShares Dow Jones US Healthcare (IYH) | 0.0 | $13k | 75.00 | 173.33 | |
IQ Hedge Multi-Strategy Tracker (QAI) | 0.0 | $20k | 675.00 | 29.63 | |
iShares FTSE KLD 400 Social Idx (DSI) | 0.0 | $18k | 200.00 | 90.00 | |
Claymore S&P Global Water Index | 0.0 | $36k | 1.1k | 34.09 | |
PowerShares Dynamic Bldg. & Const. | 0.0 | $26k | 875.00 | 29.71 | |
PowerShares Dividend Achievers | 0.0 | $29k | 1.2k | 24.17 | |
SPDR Barclays Cptl Shrt Term Corp Bd ETF (SPSB) | 0.0 | $21k | 697.00 | 30.13 | |
Vanguard Energy ETF (VDE) | 0.0 | $20k | 225.00 | 88.89 | |
Wal-mart de Mexico S A B de C V (WMMVY) | 0.0 | $28k | 1.2k | 24.31 | |
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) | 0.0 | $35k | 399.00 | 87.72 | |
Schwab Emerging Markets Equity ETF (SCHE) | 0.0 | $20k | 756.00 | 26.46 | |
Ing Groep Nv equs | 0.0 | $23k | 868.00 | 26.50 | |
Southwest Georgia Financial | 0.0 | $20k | 1.0k | 19.47 | |
Vanguard Star Fd Intl Stk Idxf (VXUS) | 0.0 | $37k | 689.00 | 53.70 | |
Ishares Tr eafe min volat (EFAV) | 0.0 | $20k | 278.00 | 71.94 | |
Express Scripts Holding | 0.0 | $18k | 281.00 | 64.06 | |
Pimco Total Return Etf totl (BOND) | 0.0 | $24k | 225.00 | 106.67 | |
Proto Labs (PRLB) | 0.0 | $31k | 425.00 | 72.94 | |
Btg Plc C ommon | 0.0 | $17k | 2.0k | 8.50 | |
Cbl & Associates Pr E | 0.0 | $24k | 1.0k | 24.00 | |
Bank Of New York Mellon 5.2% public | 0.0 | $25k | 1.0k | 25.00 | |
Epr Properties (EPR) | 0.0 | $21k | 300.00 | 70.00 | |
Vanguard Malvern Fds strm infproidx (VTIP) | 0.0 | $25k | 502.00 | 49.80 | |
Tri Pointe Homes (TPH) | 0.0 | $14k | 1.0k | 13.53 | |
Vanguard Charlotte Fds intl bd idx etf (BNDX) | 0.0 | $34k | 615.00 | 55.28 | |
Tableau Software Inc Cl A | 0.0 | $27k | 375.00 | 72.00 | |
Mazor Robotics Ltd. equities | 0.0 | $20k | 545.00 | 36.70 | |
Vanguard S&p 500 Etf idx (VOO) | 0.0 | $23k | 100.00 | 230.00 | |
American Airls (AAL) | 0.0 | $28k | 542.00 | 51.66 | |
Perrigo Company (PRGO) | 0.0 | $29k | 427.00 | 67.92 | |
Knowles (KN) | 0.0 | $29k | 1.9k | 15.68 | |
Time | 0.0 | $15k | 1.1k | 13.33 | |
Jd (JD) | 0.0 | $34k | 728.00 | 46.70 | |
Ishares Crncy Hedgd Msci Em etp (HEEM) | 0.0 | $34k | 1.4k | 25.19 | |
Broad Street Ventures cs | 0.0 | $13k | 115k | 0.11 | |
Ishares Core Hi Qual Cdn Bd Et Com Unit ef | 0.0 | $20k | 1.2k | 16.67 | |
Ishares Float Rate Nt Idx Etf Unit ef | 0.0 | $21k | 1.3k | 16.15 | |
Ishares S&p/tsx Cdn Pfd Sh Ind Com Unit ef (CYSXF) | 0.0 | $15k | 1.3k | 11.54 | |
Ishares Tr msci saudi ara (KSA) | 0.0 | $21k | 811.00 | 25.89 | |
Spdr Ser Tr sp500 fosl etf (SPYX) | 0.0 | $32k | 538.00 | 59.48 | |
Spdr Nuveen Barclays Muni Bond Etf nuvn brcly muni (TFI) | 0.0 | $32k | 650.00 | 49.23 | |
Vanguard Whitehall Fds Inc intl dvd etf (VIGI) | 0.0 | $14k | 225.00 | 62.22 | |
California Res Corp | 0.0 | $25k | 3.5k | 7.16 | |
Coca Cola European Partners (CCEP) | 0.0 | $31k | 700.00 | 44.29 | |
Vaneck Vectors Etf Tr morningstar wide (MOAT) | 0.0 | $13k | 320.00 | 40.62 | |
Ishares Tr sustnble msci (SDG) | 0.0 | $36k | 655.00 | 54.96 | |
Johnson Controls International Plc equity (JCI) | 0.0 | $17k | 428.00 | 39.72 | |
Southern Co., 5.25% | 0.0 | $20k | 800.00 | 25.00 | |
Alcoa (AA) | 0.0 | $31k | 823.00 | 37.67 | |
Park Hotels & Resorts Inc-wi (PK) | 0.0 | $33k | 1.3k | 26.23 | |
Ishares Core Canadian St Corp Maple Bd ef | 0.0 | $14k | 750.00 | 18.67 | |
Barrick Gold Corp (GOLD) | 0.0 | $3.0k | 160.00 | 18.75 | |
Grupo Televisa (TV) | 0.0 | $4.0k | 150.00 | 26.67 | |
Charles Schwab Corporation (SCHW) | 0.0 | $3.0k | 60.00 | 50.00 | |
Principal Financial (PFG) | 0.0 | $7.0k | 100.00 | 70.00 | |
Discover Financial Services (DFS) | 0.0 | $6.0k | 97.00 | 61.86 | |
Devon Energy Corporation (DVN) | 0.0 | $1.0k | 40.00 | 25.00 | |
Dick's Sporting Goods (DKS) | 0.0 | $3.0k | 85.00 | 35.29 | |
Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $8.0k | 50.00 | 160.00 | |
CBS Corporation | 0.0 | $5.0k | 75.00 | 66.67 | |
FirstEnergy (FE) | 0.0 | $2.0k | 50.00 | 40.00 | |
Bed Bath & Beyond | 0.0 | $3.0k | 95.00 | 31.58 | |
Carnival Corporation (CCL) | 0.0 | $7.0k | 100.00 | 70.00 | |
Cerner Corporation | 0.0 | $3.0k | 40.00 | 75.00 | |
Sherwin-Williams Company (SHW) | 0.0 | $5.0k | 15.00 | 333.33 | |
Trimble Navigation (TRMB) | 0.0 | $2.0k | 50.00 | 40.00 | |
V.F. Corporation (VFC) | 0.0 | $5.0k | 85.00 | 58.82 | |
Avery Dennison Corporation (AVY) | 0.0 | $11k | 115.00 | 95.65 | |
Ross Stores (ROST) | 0.0 | $7.0k | 130.00 | 53.85 | |
Newell Rubbermaid (NWL) | 0.0 | $7.0k | 129.00 | 54.26 | |
Koninklijke Philips Electronics NV (PHG) | 0.0 | $0 | 1.00 | 0.00 | |
Red Hat | 0.0 | $3.0k | 35.00 | 85.71 | |
Honda Motor (HMC) | 0.0 | $999.950000 | 35.00 | 28.57 | |
Parker-Hannifin Corporation (PH) | 0.0 | $12k | 75.00 | 160.00 | |
Royal Dutch Shell | 0.0 | $10k | 164.00 | 60.98 | |
Texas Instruments Incorporated (TXN) | 0.0 | $5.0k | 60.00 | 83.33 | |
Encana Corp | 0.0 | $5.0k | 525.00 | 9.52 | |
iShares Russell 1000 Value Index (IWD) | 0.0 | $12k | 100.00 | 120.00 | |
Nortel Networks Corporation | 0.0 | $0 | 10.00 | 0.00 | |
Stericycle (SRCL) | 0.0 | $8.0k | 100.00 | 80.00 | |
Henry Schein (HSIC) | 0.0 | $5.0k | 30.00 | 166.67 | |
Whole Foods Market | 0.0 | $4.0k | 100.00 | 40.00 | |
Novo Nordisk A/S (NVO) | 0.0 | $3.0k | 75.00 | 40.00 | |
Sturm, Ruger & Company (RGR) | 0.0 | $4.0k | 75.00 | 53.33 | |
Coca-Cola Bottling Co. Consolidated (COKE) | 0.0 | $12k | 50.00 | 240.00 | |
PPL Corporation (PPL) | 0.0 | $8.0k | 203.00 | 39.41 | |
Paccar (PCAR) | 0.0 | $10k | 140.00 | 71.43 | |
Roper Industries (ROP) | 0.0 | $2.0k | 10.00 | 200.00 | |
J.M. Smucker Company (SJM) | 0.0 | $1.0k | 8.00 | 125.00 | |
Constellation Brands (STZ) | 0.0 | $7.0k | 35.00 | 200.00 | |
Netflix (NFLX) | 0.0 | $4.0k | 23.00 | 173.91 | |
Choice Hotels International (CHH) | 0.0 | $2.0k | 25.00 | 80.00 | |
PowerShares DB Com Indx Trckng Fund | 0.0 | $1.0k | 100.00 | 10.00 | |
Advanced Micro Devices (AMD) | 0.0 | $1.0k | 100.00 | 10.00 | |
El Paso Energy Cap Tr I pfd cv tr secs (EP.PC) | 0.0 | $3.0k | 60.00 | 50.00 | |
Quanta Services (PWR) | 0.0 | $2.0k | 50.00 | 40.00 | |
Brinker International (EAT) | 0.0 | $0 | 0 | 0.00 | |
Juniper Networks (JNPR) | 0.0 | $7.0k | 250.00 | 28.00 | |
salesforce (CRM) | 0.0 | $9.0k | 100.00 | 90.00 | |
Wyndham Worldwide Corporation | 0.0 | $10k | 100.00 | 100.00 | |
Microsemi Corporation | 0.0 | $12k | 225.00 | 53.33 | |
StoneMor Partners | 0.0 | $7.0k | 1.0k | 7.00 | |
iShares MSCI EMU Index (EZU) | 0.0 | $4.0k | 100.00 | 40.00 | |
Chipotle Mexican Grill (CMG) | 0.0 | $2.0k | 5.00 | 400.00 | |
Concho Resources | 0.0 | $4.0k | 30.00 | 133.33 | |
Forestar | 0.0 | $1.0k | 50.00 | 20.00 | |
Intuit (INTU) | 0.0 | $10k | 75.00 | 133.33 | |
Southwest Airlines (LUV) | 0.0 | $10k | 185.00 | 54.05 | |
Taseko Cad (TGB) | 0.0 | $2.0k | 1.0k | 2.00 | |
Monotype Imaging Holdings | 0.0 | $2.0k | 100.00 | 20.00 | |
British American Tobac (BTI) | 0.0 | $7.0k | 102.00 | 68.63 | |
BorgWarner (BWA) | 0.0 | $5.0k | 100.00 | 50.00 | |
Cal-Maine Foods (CALM) | 0.0 | $7.0k | 200.00 | 35.00 | |
Energen Corporation | 0.0 | $7.0k | 150.00 | 46.67 | |
A. O. Smith Corporation (AOS) | 0.0 | $11k | 200.00 | 55.00 | |
Brookdale Senior Living (BKD) | 0.0 | $5.0k | 350.00 | 14.29 | |
F5 Networks (FFIV) | 0.0 | $2.0k | 20.00 | 100.00 | |
Ferrellgas Partners | 0.0 | $1.0k | 200.00 | 5.00 | |
Ingles Markets, Incorporated (IMKTA) | 0.0 | $1.0k | 50.00 | 20.00 | |
Lloyds TSB (LYG) | 0.0 | $3.0k | 907.00 | 3.31 | |
Open Text Corp (OTEX) | 0.0 | $2.0k | 70.00 | 28.57 | |
PriceSmart (PSMT) | 0.0 | $10k | 114.00 | 87.72 | |
Rockwell Automation (ROK) | 0.0 | $8.0k | 47.00 | 170.21 | |
VMware | 0.0 | $3.0k | 35.00 | 85.71 | |
Scripps Networks Interactive | 0.0 | $4.0k | 50.00 | 80.00 | |
Westport Innovations | 0.0 | $0 | 75.00 | 0.00 | |
CBL & Associates Properties | 0.0 | $2.0k | 212.00 | 9.43 | |
iShares S&P 500 Value Index (IVE) | 0.0 | $7.0k | 70.00 | 100.00 | |
iShares Russell 2000 Value Index (IWN) | 0.0 | $5.0k | 45.00 | 111.11 | |
Oneok (OKE) | 0.0 | $8.0k | 147.00 | 54.42 | |
SPDR KBW Bank (KBE) | 0.0 | $9.0k | 205.00 | 43.90 | |
iShares MSCI South Korea Index Fund (EWY) | 0.0 | $3.0k | 50.00 | 60.00 | |
PowerShares Water Resources | 0.0 | $8.0k | 300.00 | 26.67 | |
iShares S&P Latin America 40 Index (ILF) | 0.0 | $2.0k | 50.00 | 40.00 | |
PowerShares Preferred Portfolio | 0.0 | $2.0k | 140.00 | 14.29 | |
Lance | 0.0 | $3.0k | 77.00 | 38.96 | |
SPDR DB Int'l Govt Infl Pro Bond (WIP) | 0.0 | $1.0k | 25.00 | 40.00 | |
Vanguard Health Care ETF (VHT) | 0.0 | $11k | 75.00 | 146.67 | |
iShares MSCI ACWI ex US Index Fund (ACWX) | 0.0 | $7.0k | 151.00 | 46.36 | |
iShares S&P Global Healthcare Sect. (IXJ) | 0.0 | $8.0k | 75.00 | 106.67 | |
iShares S&P Global Industrials Sec (EXI) | 0.0 | $3.0k | 30.00 | 100.00 | |
iShares S&P/Citi Intl Treasury Bond (IGOV) | 0.0 | $1.0k | 7.00 | 142.86 | |
iShares MSCI Israel Capped Inv Mar ETF (EIS) | 0.0 | $4.0k | 75.00 | 53.33 | |
Spdr Euro Stoxx 50 Etf (FEZ) | 0.0 | $10k | 250.00 | 40.00 | |
iShares Dow Jones US Financial Svc. (IYG) | 0.0 | $7.0k | 60.00 | 116.67 | |
iShares Dow Jones US Reg Banks Ind. (IAT) | 0.0 | $2.0k | 40.00 | 50.00 | |
WisdomTree Japan Total Dividend (DXJ) | 0.0 | $3.0k | 50.00 | 60.00 | |
United Sts Commodity Index F (USCI) | 0.0 | $999.940000 | 17.00 | 58.82 | |
iShares S&P Global Infrastructure Index (IGF) | 0.0 | $9.0k | 205.00 | 43.90 | |
iShares FTSE NAREIT Real Est 50 Ind (USRT) | 0.0 | $2.0k | 50.00 | 40.00 | |
PowerShares Hgh Yield Corporate Bnd | 0.0 | $2.0k | 115.00 | 17.39 | |
PowerShares Global Water Portfolio | 0.0 | $9.0k | 380.00 | 23.68 | |
Volkswagen | 0.0 | $3.0k | 100.00 | 30.00 | |
Vestas Wind Systems - Unsp (VWDRY) | 0.0 | $2.0k | 55.00 | 36.36 | |
Progress Energy In Contingent | 0.0 | $0 | 225.00 | 0.00 | |
Schwab Strategic Tr intrm trm (SCHR) | 0.0 | $0 | 2.00 | 0.00 | |
Sodastream International | 0.0 | $4.0k | 70.00 | 57.14 | |
Schwab International Equity ETF (SCHF) | 0.0 | $3.0k | 79.00 | 37.97 | |
Federal Natl Mtg Assn Pfd 8.25 ps (FNMAT) | 0.0 | $5.0k | 807.00 | 6.20 | |
Schwab U S Small Cap ETF (SCHA) | 0.0 | $0 | 5.00 | 0.00 | |
Ishares Tr s^p gtfidx etf (WOOD) | 0.0 | $4.0k | 65.00 | 61.54 | |
Spdr Index Shs Fds stoxx eur 50 etf (SPEU) | 0.0 | $2.0k | 50.00 | 40.00 | |
Schwab Strategic Tr cmn (SCHV) | 0.0 | $2.0k | 42.00 | 47.62 | |
Schwab U S Large Cap Growth ETF (SCHG) | 0.0 | $3.0k | 40.00 | 75.00 | |
Pacira Pharmaceuticals (PCRX) | 0.0 | $2.0k | 55.00 | 36.36 | |
Bombardier Inc class a multi vtg | 0.0 | $0 | 200.00 | 0.00 | |
Schwab Strategic Tr us reit etf (SCHH) | 0.0 | $1.0k | 23.00 | 43.48 | |
Entergy Ar Inc Pfd 4.72usd preffered | 0.0 | $0 | 2.00 | 0.00 | |
Mosaic (MOS) | 0.0 | $2.0k | 100.00 | 20.00 | |
General Mtrs Co *w exp 07/10/201 | 0.0 | $1.0k | 50.00 | 20.00 | |
Expedia (EXPE) | 0.0 | $2.0k | 10.00 | 200.00 | |
Tripadvisor (TRIP) | 0.0 | $3.0k | 75.00 | 40.00 | |
Ishares Tr usa min vo (USMV) | 0.0 | $10k | 195.00 | 51.28 | |
Spdr Ser Tr cmn (FLRN) | 0.0 | $12k | 400.00 | 30.00 | |
Powershares Exchange | 0.0 | $10k | 300.00 | 33.33 | |
Kinder Morgan Inc/delaware Wts | 0.0 | $0 | 2.8k | 0.00 | |
Ishares Tr cmn (GOVT) | 0.0 | $3.0k | 117.00 | 25.64 | |
Gm Liq Co Guc Tr Derivat motors liq | 0.0 | $0 | 14.00 | 0.00 | |
Realogy Hldgs (HOUS) | 0.0 | $9.0k | 275.00 | 32.73 | |
Ishares Inc msci frntr 100 (FM) | 0.0 | $1.0k | 50.00 | 20.00 | |
Pimco Dynamic Credit Income other | 0.0 | $6.0k | 250.00 | 24.00 | |
Powershares Exchange | 0.0 | $1.0k | 25.00 | 40.00 | |
Gigamon | 0.0 | $3.0k | 75.00 | 40.00 | |
Intercontinental Exchange (ICE) | 0.0 | $9.0k | 135.00 | 66.67 | |
Renaissance Fds ipo etf (IPO) | 0.0 | $4.0k | 150.00 | 26.67 | |
A M R Corporation Xxx res | 0.0 | $0 | 1.0k | 0.00 | |
Inovio Pharmaceuticals | 0.0 | $5.0k | 800.00 | 6.25 | |
K2m Group Holdings | 0.0 | $3.0k | 115.00 | 26.09 | |
Ishares Tr core msci pac (IPAC) | 0.0 | $4.0k | 64.00 | 62.50 | |
Cdk Global Inc equities | 0.0 | $5.0k | 86.00 | 58.14 | |
Tencent Hldgs New Ord F (TCTZF) | 0.0 | $12k | 300.00 | 40.00 | |
Iron Mountain (IRM) | 0.0 | $10k | 273.00 | 36.63 | |
Mylan Nv | 0.0 | $7.0k | 200.00 | 35.00 | |
Edgewell Pers Care (EPC) | 0.0 | $8.0k | 110.00 | 72.73 | |
Chemours (CC) | 0.0 | $3.0k | 60.00 | 50.00 | |
Viavi Solutions Inc equities (VIAV) | 0.0 | $11k | 1.1k | 10.48 | |
Medgold Resources Corp cs (MGLDF) | 0.0 | $0 | 16.00 | 0.00 | |
Precision Technologies cs | 0.0 | $0 | 25.00 | 0.00 | |
Ishares S&p Tsx Cp Fnl Idx Etf Unit ef | 0.0 | $9.0k | 300.00 | 30.00 | |
High Yield Plus | 0.0 | $0 | 2.00 | 0.00 | |
Lumentum Hldgs (LITE) | 0.0 | $12k | 211.00 | 56.87 | |
Wright Medical Group Nv | 0.0 | $3.0k | 100.00 | 30.00 | |
Spdr Ser Tr russell low vol (ONEV) | 0.0 | $2.0k | 30.00 | 66.67 | |
Ishares Russell 2000 Growth Etf ef | 0.0 | $5.0k | 270.00 | 18.52 | |
Ishares Russell 2000 Growth Etf ef | 0.0 | $10k | 505.00 | 19.80 | |
Ishares Russell 2000 Growth Etf ef | 0.0 | $1.0k | 32.00 | 31.25 | |
Ishares Russell 2000 Growth Etf ef | 0.0 | $4.0k | 185.00 | 21.62 | |
Ishares Russell 2000 Growth Etf ef | 0.0 | $2.0k | 123.00 | 16.26 | |
Ishares Russell 2000 Growth Etf ef | 0.0 | $11k | 581.00 | 18.93 | |
Ishares Russell 2000 Growth Etf ef | 0.0 | $8.0k | 423.00 | 18.91 | |
U S Treas Sec Stripped Int Pmt gb | 0.0 | $12k | 12k | 1.00 | |
Etf Managers Tr purefunds ise cy | 0.0 | $11k | 380.00 | 28.95 | |
Advansix (ASIX) | 0.0 | $0 | 6.00 | 0.00 | |
Versum Matls | 0.0 | $3.0k | 87.00 | 34.48 | |
Flexshares Tr fund (ESGG) | 0.0 | $2.0k | 25.00 | 80.00 | |
Arconic | 0.0 | $8.0k | 310.00 | 25.81 | |
Mortgage Reit Index real (REM) | 0.0 | $2.0k | 50.00 | 40.00 | |
American Technologies Group, Inc. cs | 0.0 | $0 | 67.00 | 0.00 | |
Adient (ADNT) | 0.0 | $2.0k | 30.00 | 66.67 | |
Hilton Grand Vacations (HGV) | 0.0 | $10k | 279.00 | 35.84 | |
True Nature Holding Inc cs | 0.0 | $1.0k | 10k | 0.10 | |
Eq/gamco Small Company Value cs | 0.0 | $12k | 36.00 | 333.33 | |
Fision Corp cs | 0.0 | $1.0k | 3.1k | 0.33 | |
Ishares Russell 2000 Growth Etf ef | 0.0 | $2.0k | 115.00 | 17.39 | |
Powershares Etf Tr Ii a | 0.0 | $8.0k | 260.00 | 30.77 | |
Bioverativ Inc Com equity | 0.0 | $12k | 208.00 | 57.69 | |
Ishares S&ptsx Cd Infotech Etf Unit ef | 0.0 | $7.0k | 450.00 | 15.56 | |
Target Retirement 2040 Trust Plus cs | 0.0 | $10k | 184.00 | 54.35 | |
International Stock Fund cs | 0.0 | $999.920000 | 58.00 | 17.24 | |
Cref Equity Index R3 cs | 0.0 | $9.0k | 43.00 | 209.30 | |
Cref Social Choice R3 cs | 0.0 | $7.0k | 30.00 | 233.33 | |
Lvip Mfs International Growth cs | 0.0 | $4.0k | 332.00 | 12.05 | |
Ishares 1-10 Year Laddered Corp Bd Comm ef | 0.0 | $10k | 500.00 | 20.00 | |
Ishares Edge Msci Multifactor Canada ef | 0.0 | $11k | 500.00 | 22.00 |