Patten Group as of Sept. 30, 2017
Portfolio Holdings for Patten Group
Patten Group holds 652 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 |
|---|---|---|---|---|---|
| Coca-Cola Company (KO) | 4.2 | $10M | 228k | 45.01 | |
| Kimberly-Clark Corporation (KMB) | 3.2 | $7.8M | 66k | 117.67 | |
| Visa (V) | 3.0 | $7.3M | 69k | 105.23 | |
| Apple (AAPL) | 2.3 | $5.7M | 37k | 154.12 | |
| Spdr S&p 500 Etf (SPY) | 1.8 | $4.5M | 18k | 251.25 | |
| iShares Russell 1000 Growth Index (IWF) | 1.8 | $4.5M | 36k | 125.05 | |
| Weyerhaeuser Company (WY) | 1.6 | $4.1M | 120k | 34.03 | |
| Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 1.6 | $4.0M | 62k | 64.16 | |
| First Republic Bank/san F (FRCB) | 1.6 | $3.9M | 37k | 104.46 | |
| Microsoft Corporation (MSFT) | 1.4 | $3.5M | 47k | 74.50 | |
| Vanguard FTSE All-World ex-US ETF (VEU) | 1.4 | $3.4M | 65k | 52.70 | |
| Walgreen Boots Alliance | 1.4 | $3.4M | 45k | 77.21 | |
| Johnson & Johnson (JNJ) | 1.4 | $3.4M | 26k | 130.02 | |
| United Technologies Corporation | 1.3 | $3.3M | 28k | 116.08 | |
| 3M Company (MMM) | 1.3 | $3.2M | 15k | 209.92 | |
| Premier (PINC) | 1.2 | $3.0M | 92k | 32.57 | |
| JPMorgan Chase & Co. (JPM) | 1.2 | $3.0M | 31k | 95.52 | |
| Exxon Mobil Corporation (XOM) | 1.1 | $2.8M | 34k | 81.97 | |
| Intel Corporation (INTC) | 1.1 | $2.8M | 74k | 38.08 | |
| Chubb (CB) | 1.1 | $2.8M | 20k | 142.53 | |
| Celgene Corporation | 1.1 | $2.7M | 18k | 145.84 | |
| iShares S&P MidCap 400 Index (IJH) | 1.1 | $2.6M | 15k | 178.91 | |
| Cisco Systems (CSCO) | 1.0 | $2.5M | 73k | 33.62 | |
| Delphi Automotive | 1.0 | $2.4M | 25k | 98.40 | |
| Db-x Msci Eafe Currency-hedged (DBEF) | 1.0 | $2.4M | 77k | 31.03 | |
| Unum (UNM) | 1.0 | $2.4M | 47k | 51.13 | |
| Raytheon Company | 1.0 | $2.4M | 13k | 186.60 | |
| Chevron Corporation (CVX) | 0.9 | $2.4M | 20k | 117.48 | |
| Berkshire Hathaway (BRK.B) | 0.9 | $2.3M | 12k | 183.31 | |
| Pepsi (PEP) | 0.9 | $2.3M | 20k | 111.45 | |
| PowerShares Build America Bond Portfolio | 0.9 | $2.3M | 74k | 30.38 | |
| Merck & Co (MRK) | 0.9 | $2.2M | 34k | 64.04 | |
| Suntrust Banks Inc $1.00 Par Cmn | 0.8 | $2.0M | 34k | 59.76 | |
| Xylem (XYL) | 0.8 | $2.0M | 32k | 62.62 | |
| Medtronic (MDT) | 0.7 | $1.8M | 23k | 77.78 | |
| Ecolab (ECL) | 0.7 | $1.8M | 14k | 128.64 | |
| Novartis (NVS) | 0.7 | $1.7M | 20k | 85.84 | |
| Ishares Inc core msci emkt (IEMG) | 0.7 | $1.7M | 31k | 54.01 | |
| Pinnacle Financial Partners (PNFP) | 0.7 | $1.7M | 25k | 66.96 | |
| NVIDIA Corporation (NVDA) | 0.7 | $1.6M | 9.2k | 178.73 | |
| Dowdupont | 0.7 | $1.6M | 24k | 69.22 | |
| Honeywell International (HON) | 0.7 | $1.6M | 11k | 141.78 | |
| Canadian Natl Ry (CNI) | 0.6 | $1.6M | 19k | 82.84 | |
| Host Hotels & Resorts (HST) | 0.6 | $1.6M | 85k | 18.49 | |
| Colgate-Palmolive Company (CL) | 0.6 | $1.5M | 21k | 72.85 | |
| Newmont Mining Corporation (NEM) | 0.6 | $1.5M | 41k | 37.51 | |
| Facebook Inc cl a (META) | 0.6 | $1.5M | 9.0k | 170.84 | |
| At&t (T) | 0.6 | $1.5M | 38k | 39.18 | |
| Boeing Company (BA) | 0.6 | $1.5M | 6.0k | 254.20 | |
| Vulcan Materials Company (VMC) | 0.6 | $1.5M | 13k | 119.63 | |
| Hanesbrands (HBI) | 0.6 | $1.5M | 61k | 24.63 | |
| American International (AIG) | 0.6 | $1.5M | 24k | 61.38 | |
| Vanguard Total Stock Market ETF (VTI) | 0.6 | $1.5M | 12k | 129.54 | |
| Simmons First National Corporation (SFNC) | 0.6 | $1.4M | 25k | 57.89 | |
| Marriott International (MAR) | 0.6 | $1.4M | 13k | 110.27 | |
| Nextera Energy (NEE) | 0.5 | $1.3M | 9.0k | 146.57 | |
| Vanguard Emerging Markets ETF (VWO) | 0.5 | $1.3M | 31k | 43.56 | |
| Valvoline Inc Common (VVV) | 0.5 | $1.3M | 57k | 23.45 | |
| Procter & Gamble Company (PG) | 0.5 | $1.3M | 15k | 91.01 | |
| Apache Corporation | 0.5 | $1.3M | 27k | 45.81 | |
| MDU Resources (MDU) | 0.5 | $1.2M | 48k | 25.95 | |
| iShares MSCI EAFE Index Fund (EFA) | 0.5 | $1.2M | 17k | 68.50 | |
| Norfolk Southern (NSC) | 0.5 | $1.1M | 8.6k | 132.24 | |
| Vanguard Mid-Cap ETF (VO) | 0.5 | $1.1M | 7.8k | 147.03 | |
| Williams Companies (WMB) | 0.5 | $1.1M | 37k | 30.00 | |
| SPDR Barclays Capital Convertible SecETF (CWB) | 0.4 | $1.1M | 21k | 51.06 | |
| Schlumberger (SLB) | 0.4 | $1.1M | 15k | 69.75 | |
| iShares Lehman 7-10 Yr Treas. Bond (IEF) | 0.4 | $1.1M | 9.9k | 106.49 | |
| Westrock (WRK) | 0.4 | $1.1M | 19k | 56.74 | |
| Alphabet Inc Class C cs (GOOG) | 0.4 | $1.1M | 1.1k | 958.94 | |
| Applied Materials (AMAT) | 0.4 | $939k | 18k | 52.10 | |
| Regions Financial Corporation (RF) | 0.4 | $915k | 60k | 15.23 | |
| Occidental Petroleum Corporation (OXY) | 0.4 | $921k | 14k | 64.19 | |
| Corning Incorporated (GLW) | 0.4 | $883k | 30k | 29.91 | |
| Emerson Electric (EMR) | 0.4 | $894k | 14k | 62.82 | |
| Nike (NKE) | 0.3 | $870k | 17k | 51.84 | |
| Halyard Health | 0.3 | $877k | 20k | 45.01 | |
| iShares Russell 1000 Value Index (IWD) | 0.3 | $839k | 7.1k | 118.52 | |
| iShares S&P 500 Index (IVV) | 0.3 | $847k | 3.3k | 252.99 | |
| PowerShares QQQ Trust, Series 1 | 0.3 | $838k | 5.8k | 145.49 | |
| Roche Holding (RHHBY) | 0.3 | $847k | 27k | 31.96 | |
| Eaton (ETN) | 0.3 | $830k | 11k | 76.79 | |
| General Electric Company | 0.3 | $823k | 34k | 24.19 | |
| Ventas (VTR) | 0.3 | $817k | 13k | 65.15 | |
| iShares S&P MidCap 400 Growth (IJK) | 0.3 | $813k | 4.0k | 202.24 | |
| iShares S&P Global Technology Sect. (IXN) | 0.3 | $820k | 5.8k | 142.39 | |
| IDEXX Laboratories (IDXX) | 0.3 | $781k | 5.0k | 155.42 | |
| Lockheed Martin Corporation (LMT) | 0.3 | $800k | 2.6k | 310.20 | |
| Praxair | 0.3 | $800k | 5.7k | 139.74 | |
| Wisdomtree Tr itl hdg div gt (IHDG) | 0.3 | $788k | 26k | 30.65 | |
| iShares Lehman Aggregate Bond (AGG) | 0.3 | $739k | 6.7k | 109.60 | |
| iShares S&P SmallCap 600 Index (IJR) | 0.3 | $734k | 9.9k | 74.19 | |
| Alphabet Inc Class A cs (GOOGL) | 0.3 | $748k | 768.00 | 973.96 | |
| Dominion Resources (D) | 0.3 | $711k | 9.2k | 76.92 | |
| TJX Companies (TJX) | 0.3 | $718k | 9.7k | 73.75 | |
| iShares Russell 3000 Index (IWV) | 0.3 | $717k | 4.8k | 149.38 | |
| iShares MSCI EAFE Growth Index (EFG) | 0.3 | $682k | 8.8k | 77.39 | |
| Starbucks Corporation (SBUX) | 0.3 | $665k | 12k | 53.75 | |
| Estee Lauder Companies (EL) | 0.3 | $662k | 6.1k | 107.82 | |
| Ingevity (NGVT) | 0.3 | $677k | 11k | 62.45 | |
| Verizon Communications (VZ) | 0.3 | $636k | 13k | 49.51 | |
| WisdomTree MidCap Dividend Fund (DON) | 0.3 | $637k | 6.4k | 99.97 | |
| United Parcel Service (UPS) | 0.2 | $618k | 5.1k | 120.19 | |
| Lowe's Companies (LOW) | 0.2 | $619k | 7.7k | 79.94 | |
| Vanguard Value ETF (VTV) | 0.2 | $606k | 6.1k | 99.80 | |
| Vanguard REIT ETF (VNQ) | 0.2 | $622k | 7.5k | 83.04 | |
| Walt Disney Company (DIS) | 0.2 | $591k | 6.0k | 98.58 | |
| Anadarko Petroleum Corporation | 0.2 | $561k | 12k | 48.89 | |
| Autodesk (ADSK) | 0.2 | $532k | 4.7k | 112.24 | |
| Northrop Grumman Corporation (NOC) | 0.2 | $547k | 1.9k | 287.89 | |
| John Hancock Bank & Thrift Opportu. Fund (BTO) | 0.2 | $524k | 14k | 37.26 | |
| iShares MSCI Canada Index (EWC) | 0.2 | $524k | 18k | 28.94 | |
| Home Depot (HD) | 0.2 | $506k | 3.1k | 163.49 | |
| Health Care SPDR (XLV) | 0.2 | $484k | 5.9k | 81.65 | |
| Financial Select Sector SPDR (XLF) | 0.2 | $487k | 19k | 25.83 | |
| iShares Brclys Intrdte Gov/Crt Bd (GVI) | 0.2 | $490k | 4.4k | 110.99 | |
| iShares S&P NA Tech. Sec. Idx (IGM) | 0.2 | $505k | 3.2k | 155.43 | |
| PIMCO Intermediate Mun Bond Strat Fund (MUNI) | 0.2 | $500k | 9.3k | 53.76 | |
| Philip Morris International (PM) | 0.2 | $470k | 4.2k | 111.11 | |
| Dover Corporation (DOV) | 0.2 | $476k | 5.2k | 91.42 | |
| iShares Russell 2000 Index (IWM) | 0.2 | $481k | 3.2k | 148.05 | |
| Vanguard Small-Cap Value ETF (VBR) | 0.2 | $481k | 3.8k | 127.76 | |
| Wisdomtree Tr intl hedge eqt (HEDJ) | 0.2 | $463k | 7.2k | 64.71 | |
| Paypal Holdings (PYPL) | 0.2 | $471k | 7.4k | 64.06 | |
| General Mills (GIS) | 0.2 | $447k | 8.6k | 51.81 | |
| General Dynamics Corporation (GD) | 0.2 | $442k | 2.1k | 205.77 | |
| Macquarie Infrastructure Company | 0.2 | $441k | 6.1k | 72.12 | |
| Atmos Energy Corporation (ATO) | 0.2 | $436k | 5.2k | 83.93 | |
| Vanguard Growth ETF (VUG) | 0.2 | $456k | 3.4k | 132.75 | |
| CVS Caremark Corporation (CVS) | 0.2 | $410k | 5.0k | 81.35 | |
| SPDR Gold Trust (GLD) | 0.2 | $411k | 3.4k | 121.60 | |
| MasterCard Incorporated (MA) | 0.2 | $389k | 2.8k | 141.25 | |
| McDonald's Corporation (MCD) | 0.2 | $403k | 2.6k | 156.75 | |
| Becton, Dickinson and (BDX) | 0.2 | $402k | 2.1k | 195.81 | |
| Amgen (AMGN) | 0.2 | $389k | 2.1k | 186.21 | |
| Sanofi-Aventis SA (SNY) | 0.2 | $400k | 8.0k | 49.82 | |
| Delta Air Lines (DAL) | 0.2 | $404k | 8.4k | 48.18 | |
| Technology SPDR (XLK) | 0.2 | $386k | 6.5k | 59.17 | |
| Ishares High Dividend Equity F (HDV) | 0.2 | $401k | 4.7k | 85.92 | |
| Williams Partners | 0.2 | $403k | 10k | 38.87 | |
| Bristol Myers Squibb (BMY) | 0.1 | $359k | 5.6k | 63.73 | |
| International Business Machines (IBM) | 0.1 | $362k | 2.5k | 144.97 | |
| Vanguard Short Term Corporate Bond ETF (VCSH) | 0.1 | $364k | 4.5k | 80.04 | |
| BlackRock Core Bond Trust (BHK) | 0.1 | $368k | 26k | 14.06 | |
| iShares IBoxx $ Invest Grade Corp Bd (LQD) | 0.1 | $348k | 2.9k | 121.09 | |
| DNP Select Income Fund (DNP) | 0.1 | $352k | 31k | 11.47 | |
| Phillips 66 (PSX) | 0.1 | $339k | 3.7k | 91.72 | |
| Kraft Heinz (KHC) | 0.1 | $342k | 4.4k | 77.57 | |
| Republic Services (RSG) | 0.1 | $327k | 5.0k | 66.06 | |
| Wolverine World Wide (WWW) | 0.1 | $330k | 12k | 28.81 | |
| BB&T Corporation | 0.1 | $328k | 7.0k | 46.97 | |
| ConocoPhillips (COP) | 0.1 | $310k | 6.2k | 50.01 | |
| iShares Dow Jones Select Dividend (DVY) | 0.1 | $318k | 3.4k | 93.78 | |
| iShares Barclays Inter Crd Bd Fund ETF) (IGIB) | 0.1 | $330k | 3.0k | 110.18 | |
| Powershares Etf Tr Ii em mrk low vol | 0.1 | $333k | 14k | 24.48 | |
| Duke Energy (DUK) | 0.1 | $310k | 3.7k | 84.06 | |
| Dxc Technology (DXC) | 0.1 | $320k | 3.7k | 85.79 | |
| American Express Company (AXP) | 0.1 | $299k | 3.3k | 90.47 | |
| Southern Company (SO) | 0.1 | $300k | 6.1k | 49.14 | |
| iShares NASDAQ Biotechnology Index (IBB) | 0.1 | $288k | 864.00 | 333.33 | |
| iShares Gold Trust | 0.1 | $290k | 24k | 12.31 | |
| iShares S&P Natl AMTFr Mncpl Bd (MUB) | 0.1 | $304k | 2.7k | 110.75 | |
| iShares S&P 1500 Index Fund (ITOT) | 0.1 | $293k | 5.1k | 57.58 | |
| Wal-Mart Stores (WMT) | 0.1 | $284k | 3.6k | 78.24 | |
| Laboratory Corp. of America Holdings | 0.1 | $267k | 1.8k | 150.93 | |
| Altria (MO) | 0.1 | $284k | 4.5k | 63.35 | |
| Sempra Energy (SRE) | 0.1 | $271k | 2.4k | 114.11 | |
| Industrial SPDR (XLI) | 0.1 | $278k | 3.9k | 71.01 | |
| American Water Works (AWK) | 0.1 | $269k | 3.3k | 80.90 | |
| Consumer Staples Select Sect. SPDR (XLP) | 0.1 | $271k | 5.0k | 53.96 | |
| Vanguard Dividend Appreciation ETF (VIG) | 0.1 | $277k | 2.9k | 94.96 | |
| Dentsply Sirona (XRAY) | 0.1 | $260k | 4.3k | 59.80 | |
| Claymore Exchange-trd Fd Tr guggenheim etf | 0.1 | $268k | 5.1k | 52.56 | |
| Hilton Worldwide Holdings (HLT) | 0.1 | $272k | 3.9k | 69.42 | |
| Union Pacific Corporation (UNP) | 0.1 | $252k | 2.2k | 116.13 | |
| Qualcomm (QCOM) | 0.1 | $240k | 4.6k | 51.89 | |
| Wabtec Corporation (WAB) | 0.1 | $253k | 3.3k | 75.75 | |
| Bank Of Montreal Cadcom (BMO) | 0.1 | $250k | 3.3k | 75.80 | |
| Dollar General (DG) | 0.1 | $243k | 3.0k | 80.89 | |
| iShares S&P MidCap 400 Value Index (IJJ) | 0.1 | $253k | 1.7k | 152.78 | |
| Schwab Strategic Tr 0 (SCHP) | 0.1 | $253k | 4.6k | 55.30 | |
| Abbvie (ABBV) | 0.1 | $249k | 2.8k | 88.90 | |
| Atlantic Cap Bancshares | 0.1 | $239k | 13k | 18.13 | |
| Accenture (ACN) | 0.1 | $217k | 1.6k | 134.78 | |
| Consumer Discretionary SPDR (XLY) | 0.1 | $221k | 2.4k | 90.24 | |
| Smartfinancial (SMBK) | 0.1 | $231k | 9.6k | 24.02 | |
| BlackRock | 0.1 | $200k | 448.00 | 446.43 | |
| Bank of America Corporation (BAC) | 0.1 | $191k | 7.6k | 25.29 | |
| Bombardier | 0.1 | $196k | 108k | 1.81 | |
| WABCO Holdings | 0.1 | $190k | 1.3k | 147.63 | |
| Vanguard Short-Term Bond ETF (BSV) | 0.1 | $196k | 2.5k | 79.97 | |
| Tesla Motors (TSLA) | 0.1 | $202k | 591.00 | 341.79 | |
| iShares Dow Jones Transport. Avg. (IYT) | 0.1 | $210k | 1.2k | 178.72 | |
| iShares Barclays TIPS Bond Fund (TIP) | 0.1 | $209k | 1.8k | 113.46 | |
| iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) | 0.1 | $206k | 2.0k | 105.37 | |
| General Motors Company (GM) | 0.1 | $206k | 5.1k | 40.31 | |
| Citigroup (C) | 0.1 | $197k | 2.7k | 72.69 | |
| Mondelez Int (MDLZ) | 0.1 | $201k | 4.9k | 40.67 | |
| Commerce Union Bancshares | 0.1 | $204k | 8.8k | 23.21 | |
| Pfizer (PFE) | 0.1 | $173k | 4.8k | 35.70 | |
| International Paper Company (IP) | 0.1 | $182k | 3.2k | 56.93 | |
| Kroger (KR) | 0.1 | $163k | 8.1k | 20.07 | |
| Energy Select Sector SPDR (XLE) | 0.1 | $177k | 2.6k | 68.66 | |
| Illumina (ILMN) | 0.1 | $172k | 865.00 | 198.84 | |
| Church & Dwight (CHD) | 0.1 | $162k | 3.3k | 48.59 | |
| Potlatch Corporation (PCH) | 0.1 | $161k | 3.2k | 51.11 | |
| Rydex S&P Equal Weight ETF | 0.1 | $182k | 1.9k | 95.54 | |
| iShares Dow Jones US Technology (IYW) | 0.1 | $176k | 1.2k | 149.79 | |
| iShares Russell 3000 Growth Index (IUSG) | 0.1 | $172k | 3.4k | 50.54 | |
| Powershares S&p 500 | 0.1 | $165k | 4.0k | 41.01 | |
| Synovus Finl (SNV) | 0.1 | $164k | 3.6k | 45.93 | |
| Time Warner | 0.1 | $140k | 1.4k | 102.64 | |
| Tractor Supply Company (TSCO) | 0.1 | $155k | 2.4k | 63.39 | |
| Mid-America Apartment (MAA) | 0.1 | $160k | 1.5k | 106.67 | |
| Biogen Idec (BIIB) | 0.1 | $145k | 462.00 | 313.85 | |
| Freeport-McMoRan Copper & Gold (FCX) | 0.1 | $140k | 10k | 14.00 | |
| Enbridge (ENB) | 0.1 | $152k | 3.6k | 41.80 | |
| Magellan Midstream Partners | 0.1 | $142k | 2.0k | 71.00 | |
| Vanguard Large-Cap ETF (VV) | 0.1 | $155k | 1.3k | 115.24 | |
| Vanguard Europe Pacific ETF (VEA) | 0.1 | $141k | 3.3k | 43.34 | |
| Utilities SPDR (XLU) | 0.1 | $143k | 2.7k | 52.92 | |
| Vanguard High Dividend Yield ETF (VYM) | 0.1 | $153k | 1.9k | 81.12 | |
| Vanguard Mid-Cap Growth ETF (VOT) | 0.1 | $147k | 1.2k | 121.79 | |
| Vanguard Intl Equity Index F glb ex us etf (VNQI) | 0.1 | $147k | 2.5k | 59.59 | |
| Ishares Tr fltg rate nt (FLOT) | 0.1 | $137k | 2.7k | 51.12 | |
| stock | 0.1 | $143k | 2.2k | 66.39 | |
| Ishares Canadn Govt Bd Idx Etf Unit ef | 0.1 | $141k | 8.3k | 17.02 | |
| Ashland (ASH) | 0.1 | $148k | 2.3k | 65.52 | |
| Eli Lilly & Co. (LLY) | 0.1 | $128k | 1.5k | 85.33 | |
| Digital Realty Trust (DLR) | 0.1 | $114k | 963.00 | 118.38 | |
| Stryker Corporation (SYK) | 0.1 | $125k | 881.00 | 141.88 | |
| Danaher Corporation (DHR) | 0.1 | $114k | 1.3k | 85.52 | |
| Anheuser-Busch InBev NV (BUD) | 0.1 | $131k | 1.1k | 119.63 | |
| Southwestern Energy Company | 0.1 | $113k | 18k | 6.13 | |
| Enterprise Products Partners (EPD) | 0.1 | $134k | 5.2k | 26.01 | |
| New Jersey Resources Corporation (NJR) | 0.1 | $126k | 3.0k | 42.00 | |
| McDermott International | 0.1 | $117k | 16k | 7.25 | |
| iShares S&P 500 Growth Index (IVW) | 0.1 | $124k | 867.00 | 143.02 | |
| Nuveen Equity Premium Income Fund (BXMX) | 0.1 | $131k | 9.4k | 13.95 | |
| Vanguard Mid-Cap Value ETF (VOE) | 0.1 | $124k | 1.2k | 105.26 | |
| Schwab Strategic Tr us lrg cap etf (SCHX) | 0.1 | $121k | 2.0k | 59.87 | |
| Schwab Strategic Tr us aggregate b (SCHZ) | 0.1 | $113k | 2.2k | 52.53 | |
| Zoetis Inc Cl A (ZTS) | 0.1 | $115k | 1.8k | 63.89 | |
| 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 | $120k | 4.8k | 25.13 | |
| Bank of New York Mellon Corporation (BK) | 0.0 | $99k | 1.9k | 52.80 | |
| Caterpillar (CAT) | 0.0 | $88k | 708.00 | 124.29 | |
| C.R. Bard | 0.0 | $106k | 330.00 | 321.21 | |
| Air Products & Chemicals (APD) | 0.0 | $87k | 575.00 | 151.30 | |
| Nestle SA Reg Shs. Ser. B Spons (NSRGY) | 0.0 | $107k | 1.3k | 84.25 | |
| Toyota Motor Corporation (TM) | 0.0 | $108k | 910.00 | 118.68 | |
| First Horizon National Corporation (FHN) | 0.0 | $103k | 5.4k | 19.12 | |
| Renasant (RNST) | 0.0 | $90k | 2.1k | 43.06 | |
| Skyworks Solutions (SWKS) | 0.0 | $87k | 850.00 | 102.35 | |
| Materials SPDR (XLB) | 0.0 | $105k | 1.9k | 56.76 | |
| Bar Harbor Bankshares (BHB) | 0.0 | $101k | 3.2k | 31.34 | |
| SPDR Dow Jones Industrial Average ETF (DIA) | 0.0 | $87k | 390.00 | 223.08 | |
| Vanguard Total Bond Market ETF (BND) | 0.0 | $96k | 1.2k | 81.84 | |
| Invesco Mortgage Capital | 0.0 | $103k | 6.0k | 17.17 | |
| iShares MSCI Germany Index Fund (EWG) | 0.0 | $88k | 2.7k | 32.29 | |
| iShares Dow Jones US Aerospace & Def.ETF (ITA) | 0.0 | $108k | 605.00 | 178.51 | |
| SPDR DJ Wilshire Small Cap Value (SLYV) | 0.0 | $99k | 780.00 | 126.92 | |
| Blackrock Build America Bond Trust (BBN) | 0.0 | $98k | 4.2k | 23.33 | |
| Jd (JD) | 0.0 | $90k | 2.4k | 38.07 | |
| Synchrony Financial (SYF) | 0.0 | $106k | 3.4k | 30.99 | |
| First Tr Exchange Traded Fd fst low mtg etf (LMBS) | 0.0 | $94k | 1.8k | 51.88 | |
| Credit Suisse Ag Nassau Brh vel sh 3x lg nat | 0.0 | $89k | 7.7k | 11.56 | |
| Ishares Tr sustnble msci (SDG) | 0.0 | $87k | 1.5k | 58.00 | |
| BP (BP) | 0.0 | $86k | 2.2k | 38.63 | |
| iShares MSCI Emerging Markets Indx (EEM) | 0.0 | $84k | 1.9k | 45.04 | |
| U.S. Bancorp (USB) | 0.0 | $81k | 1.5k | 53.64 | |
| Lincoln National Corporation (LNC) | 0.0 | $73k | 1.0k | 73.00 | |
| FedEx Corporation (FDX) | 0.0 | $73k | 325.00 | 224.62 | |
| Waste Management (WM) | 0.0 | $85k | 1.1k | 78.70 | |
| Abbott Laboratories (ABT) | 0.0 | $72k | 1.3k | 53.37 | |
| Cummins (CMI) | 0.0 | $80k | 475.00 | 168.42 | |
| Nucor Corporation (NUE) | 0.0 | $85k | 1.5k | 55.74 | |
| AFLAC Incorporated (AFL) | 0.0 | $63k | 770.00 | 81.82 | |
| Automatic Data Processing (ADP) | 0.0 | $84k | 770.00 | 109.09 | |
| Target Corporation (TGT) | 0.0 | $81k | 1.4k | 58.70 | |
| UnitedHealth (UNH) | 0.0 | $76k | 387.00 | 196.38 | |
| American Electric Power Company (AEP) | 0.0 | $70k | 1.0k | 70.00 | |
| Ford Motor Company (F) | 0.0 | $80k | 6.7k | 11.92 | |
| Shire | 0.0 | $62k | 405.00 | 153.09 | |
| EOG Resources (EOG) | 0.0 | $62k | 645.00 | 96.12 | |
| Dr Pepper Snapple | 0.0 | $77k | 870.00 | 88.51 | |
| Thor Industries (THO) | 0.0 | $63k | 500.00 | 126.00 | |
| Carlisle Companies (CSL) | 0.0 | $83k | 832.00 | 99.76 | |
| Hain Celestial (HAIN) | 0.0 | $86k | 2.1k | 41.15 | |
| Bk Nova Cad (BNS) | 0.0 | $77k | 1.2k | 63.90 | |
| SPDR KBW Regional Banking (KRE) | 0.0 | $82k | 1.5k | 56.55 | |
| SPDR S&P Homebuilders (XHB) | 0.0 | $81k | 2.0k | 39.76 | |
| iShares Barclays 20+ Yr Treas.Bond (TLT) | 0.0 | $62k | 501.00 | 123.75 | |
| iShares S&P Europe 350 Index (IEV) | 0.0 | $69k | 1.5k | 46.91 | |
| SPDR S&P Dividend (SDY) | 0.0 | $62k | 680.00 | 91.18 | |
| Vanguard Small-Cap Growth ETF (VBK) | 0.0 | $73k | 475.00 | 153.68 | |
| Vectren Corporation | 0.0 | $66k | 1.0k | 66.00 | |
| iShares MSCI Switzerland Index Fund (EWL) | 0.0 | $65k | 1.9k | 35.14 | |
| Kinder Morgan (KMI) | 0.0 | $68k | 3.5k | 19.19 | |
| Hd Supply | 0.0 | $74k | 2.0k | 36.19 | |
| Ishares Cor S&p Tsx Cp Cmp Etf Unit ef (IRSHF) | 0.0 | $69k | 3.5k | 19.71 | |
| Real Estate Select Sect Spdr (XLRE) | 0.0 | $64k | 2.0k | 32.11 | |
| Fortive (FTV) | 0.0 | $69k | 979.00 | 70.48 | |
| Ameriprise Financial (AMP) | 0.0 | $46k | 310.00 | 148.39 | |
| Citrix Systems | 0.0 | $61k | 796.00 | 76.63 | |
| Wells Fargo & Company (WFC) | 0.0 | $61k | 1.1k | 55.45 | |
| Morgan Stanley (MS) | 0.0 | $48k | 1.0k | 48.00 | |
| Agrium | 0.0 | $38k | 350.00 | 108.57 | |
| AstraZeneca (AZN) | 0.0 | $47k | 1.4k | 34.11 | |
| Allstate Corporation (ALL) | 0.0 | $60k | 654.00 | 91.74 | |
| Diageo (DEO) | 0.0 | $51k | 384.00 | 132.81 | |
| Fluor Corporation (FLR) | 0.0 | $57k | 1.3k | 42.38 | |
| Canadian Pacific Railway | 0.0 | $45k | 265.00 | 169.81 | |
| Gilead Sciences (GILD) | 0.0 | $44k | 540.00 | 81.48 | |
| Buckeye Partners | 0.0 | $57k | 1.0k | 57.00 | |
| Dollar Tree (DLTR) | 0.0 | $46k | 525.00 | 87.62 | |
| Pioneer Natural Resources | 0.0 | $42k | 286.00 | 146.85 | |
| Vanguard Intermediate-Term Bond ETF (BIV) | 0.0 | $56k | 662.00 | 84.59 | |
| Amazon (AMZN) | 0.0 | $58k | 60.00 | 966.67 | |
| Under Armour (UAA) | 0.0 | $46k | 2.8k | 16.61 | |
| Camden National Corporation (CAC) | 0.0 | $60k | 1.4k | 43.29 | |
| Elbit Systems (ESLT) | 0.0 | $42k | 285.00 | 147.37 | |
| Textron (TXT) | 0.0 | $43k | 800.00 | 53.75 | |
| Astec Industries (ASTE) | 0.0 | $56k | 1.0k | 56.00 | |
| Kansas City Southern | 0.0 | $39k | 360.00 | 108.33 | |
| McCormick & Company, Incorporated (MKC) | 0.0 | $45k | 440.00 | 102.27 | |
| Manulife Finl Corp (MFC) | 0.0 | $45k | 2.2k | 20.38 | |
| Tri-Continental Corporation (TY) | 0.0 | $54k | 2.1k | 25.65 | |
| Vanguard Extended Market ETF (VXF) | 0.0 | $47k | 441.00 | 106.58 | |
| ISHARES TR MSCI Small Cap msci small cap (SCZ) | 0.0 | $44k | 714.00 | 61.62 | |
| First Trust IPOX-100 Index Fund (FPX) | 0.0 | $38k | 598.00 | 63.55 | |
| 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 | $41k | 358.00 | 114.53 | |
| iShares S&P Growth Allocation Fund (AOR) | 0.0 | $53k | 1.2k | 45.18 | |
| Claymore Exchange-traded Fd gugg spinoff etf | 0.0 | $50k | 985.00 | 50.76 | |
| Vanguard Star Fd Intl Stk Idxf (VXUS) | 0.0 | $38k | 689.00 | 55.15 | |
| Sch Us Mid-cap Etf etf (SCHM) | 0.0 | $47k | 945.00 | 49.74 | |
| D Spdr Series Trust (XTL) | 0.0 | $52k | 740.00 | 70.27 | |
| Apollo Global Management 'a' | 0.0 | $40k | 1.3k | 30.42 | |
| Cbre Group Inc Cl A (CBRE) | 0.0 | $50k | 1.3k | 38.02 | |
| Marriott Vacations Wrldwde Cp (VAC) | 0.0 | $55k | 444.00 | 123.87 | |
| Wpx Energy | 0.0 | $41k | 3.5k | 11.60 | |
| Ishares Inc em mkt min vol (EEMV) | 0.0 | $55k | 945.00 | 58.20 | |
| Mazor Robotics Ltd. equities | 0.0 | $42k | 855.00 | 49.12 | |
| Cardno | 0.0 | $43k | 40k | 1.09 | |
| Vodafone Group New Adr F (VOD) | 0.0 | $59k | 2.1k | 28.46 | |
| Nextera Energy Partners (XIFR) | 0.0 | $43k | 1.1k | 40.00 | |
| Homebancorp Inc cs | 0.0 | $49k | 4.0k | 12.25 | |
| Ishares Cad Select Dvd Idx Etf Unit ef | 0.0 | $40k | 2.0k | 20.00 | |
| Broad | 0.0 | $58k | 238.00 | 243.70 | |
| Under Armour Inc Cl C (UA) | 0.0 | $43k | 2.9k | 15.02 | |
| California Res Corp | 0.0 | $50k | 4.8k | 10.37 | |
| Alcoa (AA) | 0.0 | $38k | 823.00 | 46.17 | |
| Plt Hybrid 2025 Y10 cs | 0.0 | $38k | 1.5k | 24.87 | |
| Comcast Corporation (CMCSA) | 0.0 | $17k | 434.00 | 39.17 | |
| Total System Services | 0.0 | $33k | 500.00 | 66.00 | |
| Costco Wholesale Corporation (COST) | 0.0 | $25k | 150.00 | 166.67 | |
| Via | 0.0 | $14k | 503.00 | 27.83 | |
| Baxter International (BAX) | 0.0 | $37k | 590.00 | 62.71 | |
| Carnival Corporation (CCL) | 0.0 | $13k | 200.00 | 65.00 | |
| Hillenbrand (HI) | 0.0 | $19k | 500.00 | 38.00 | |
| Nuance Communications | 0.0 | $17k | 1.1k | 15.45 | |
| Tiffany & Co. | 0.0 | $34k | 375.00 | 90.67 | |
| International Flavors & Fragrances (IFF) | 0.0 | $17k | 120.00 | 141.67 | |
| Mohawk Industries (MHK) | 0.0 | $28k | 114.00 | 245.61 | |
| Valero Energy Corporation (VLO) | 0.0 | $31k | 400.00 | 77.50 | |
| Thermo Fisher Scientific (TMO) | 0.0 | $18k | 95.00 | 189.47 | |
| McKesson Corporation (MCK) | 0.0 | $32k | 210.00 | 152.38 | |
| Avnet (AVT) | 0.0 | $19k | 480.00 | 39.58 | |
| GlaxoSmithKline | 0.0 | $34k | 830.00 | 40.96 | |
| Parker-Hannifin Corporation (PH) | 0.0 | $13k | 75.00 | 173.33 | |
| Royal Dutch Shell | 0.0 | $25k | 415.00 | 60.24 | |
| Clorox Company (CLX) | 0.0 | $16k | 120.00 | 133.33 | |
| Kellogg Company (K) | 0.0 | $22k | 346.00 | 63.58 | |
| Toll Brothers (TOL) | 0.0 | $27k | 650.00 | 41.54 | |
| Omni (OMC) | 0.0 | $33k | 450.00 | 73.33 | |
| Oracle Corporation (ORCL) | 0.0 | $31k | 650.00 | 47.69 | |
| Robert Half International (RHI) | 0.0 | $37k | 730.00 | 50.68 | |
| Zimmer Holdings (ZBH) | 0.0 | $18k | 155.00 | 116.13 | |
| Mueller Water Products (MWA) | 0.0 | $29k | 2.2k | 12.95 | |
| Louisiana-Pacific Corporation (LPX) | 0.0 | $28k | 1.1k | 26.67 | |
| CF Industries Holdings (CF) | 0.0 | $22k | 625.00 | 35.20 | |
| 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 | $15k | 108.00 | 138.89 | |
| Acuity Brands (AYI) | 0.0 | $17k | 99.00 | 171.72 | |
| Enbridge Energy Partners | 0.0 | $33k | 2.1k | 16.10 | |
| MetLife (MET) | 0.0 | $15k | 287.00 | 52.26 | |
| SCANA Corporation | 0.0 | $13k | 262.00 | 49.62 | |
| Centene Corporation (CNC) | 0.0 | $19k | 200.00 | 95.00 | |
| Aqua America | 0.0 | $33k | 1.0k | 33.00 | |
| Aar (AIR) | 0.0 | $32k | 850.00 | 37.65 | |
| TreeHouse Foods (THS) | 0.0 | $17k | 250.00 | 68.00 | |
| United Natural Foods (UNFI) | 0.0 | $25k | 590.00 | 42.37 | |
| HCP | 0.0 | $17k | 600.00 | 28.33 | |
| iRobot Corporation (IRBT) | 0.0 | $17k | 225.00 | 75.56 | |
| Tor Dom Bk Cad (TD) | 0.0 | $18k | 323.00 | 55.73 | |
| EQT Corporation (EQT) | 0.0 | $21k | 325.00 | 64.62 | |
| 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 | $30k | 550.00 | 54.55 | |
| iShares Silver Trust (SLV) | 0.0 | $19k | 1.2k | 15.51 | |
| LogMeIn | 0.0 | $16k | 143.00 | 111.89 | |
| Nxp Semiconductors N V (NXPI) | 0.0 | $34k | 300.00 | 113.33 | |
| iShares MSCI EAFE Value Index (EFV) | 0.0 | $30k | 549.00 | 54.64 | |
| iShares MSCI Pacific ex-Japan Idx (EPP) | 0.0 | $26k | 560.00 | 46.43 | |
| Hldgs (UAL) | 0.0 | $18k | 300.00 | 60.00 | |
| 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 | $26k | 250.00 | 104.00 | |
| Vanguard European ETF (VGK) | 0.0 | $29k | 500.00 | 58.00 | |
| SPDR Barclays Capital High Yield B | 0.0 | $25k | 664.00 | 37.65 | |
| iShares MSCI Australia Index Fund (EWA) | 0.0 | $14k | 635.00 | 22.05 | |
| iShares Dow Jones EPAC Sel Div Ind (IDV) | 0.0 | $21k | 620.00 | 33.87 | |
| iShares Dow Jones US Financial (IYF) | 0.0 | $21k | 187.00 | 112.30 | |
| 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 | $19k | 200.00 | 95.00 | |
| Claymore S&P Global Water Index | 0.0 | $36k | 1.1k | 34.09 | |
| PowerShares Dynamic Bldg. & Const. | 0.0 | $27k | 875.00 | 30.86 | |
| PowerShares Dividend Achievers | 0.0 | $30k | 1.2k | 25.00 | |
| SPDR Barclays Cptl Shrt Term Corp Bd ETF (SPSB) | 0.0 | $22k | 704.00 | 31.25 | |
| Vanguard Intermediate Tm Cpte Bd ETF (VCIT) | 0.0 | $35k | 399.00 | 87.72 | |
| Schwab Emerging Markets Equity ETF (SCHE) | 0.0 | $20k | 761.00 | 26.28 | |
| iShares S&P Moderate Allocation Fund ETF (AOM) | 0.0 | $15k | 390.00 | 38.46 | |
| Southwest Georgia Financial | 0.0 | $21k | 1.0k | 20.45 | |
| Ishares Tr eafe min volat (EFAV) | 0.0 | $22k | 313.00 | 70.29 | |
| Pimco Total Return Etf totl (BOND) | 0.0 | $24k | 225.00 | 106.67 | |
| Proto Labs (PRLB) | 0.0 | $34k | 425.00 | 80.00 | |
| Btg Plc C ommon | 0.0 | $18k | 2.0k | 9.00 | |
| Cbl & Associates Pr E | 0.0 | $25k | 1.0k | 25.00 | |
| 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 | $28k | 375.00 | 74.67 | |
| Vanguard S&p 500 Etf idx (VOO) | 0.0 | $23k | 100.00 | 230.00 | |
| American Airls (AAL) | 0.0 | $26k | 542.00 | 47.97 | |
| Perrigo Company (PRGO) | 0.0 | $28k | 327.00 | 85.63 | |
| Knowles (KN) | 0.0 | $28k | 1.9k | 15.14 | |
| Ishares Crncy Hedgd Msci Em etp (HEEM) | 0.0 | $35k | 1.4k | 25.93 | |
| Allergan | 0.0 | $19k | 93.00 | 204.30 | |
| Ishares Canadn Corp Bd Idx Etf Unit ef (ISDXF) | 0.0 | $35k | 2.1k | 16.67 | |
| Ishares Core Hi Qual Cdn Bd Et Com Unit ef | 0.0 | $19k | 1.2k | 15.83 | |
| 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 | $20k | 761.00 | 26.28 | |
| Spdr Ser Tr sp500 fosl etf (SPYX) | 0.0 | $31k | 505.00 | 61.39 | |
| Spdr Nuveen Barclays Muni Bond Etf nuvn brcly muni (TFI) | 0.0 | $32k | 650.00 | 49.23 | |
| Editas Medicine (EDIT) | 0.0 | $15k | 605.00 | 24.79 | |
| Vanguard Whitehall Fds Inc intl dvd etf (VIGI) | 0.0 | $14k | 225.00 | 62.22 | |
| Coca Cola European Partners (CCEP) | 0.0 | $29k | 700.00 | 41.43 | |
| Vaneck Vectors Etf Tr morningstar wide (MOAT) | 0.0 | $13k | 320.00 | 40.62 | |
| Johnson Controls International Plc equity (JCI) | 0.0 | $15k | 383.00 | 39.16 | |
| Flexshares Tr fund (ESGG) | 0.0 | $15k | 170.00 | 88.24 | |
| Park Hotels & Resorts Inc-wi (PK) | 0.0 | $36k | 1.3k | 27.63 | |
| 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 | $6.0k | 100.00 | 60.00 | |
| Discover Financial Services | 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 | $2.0k | 85.00 | 23.53 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $8.0k | 50.00 | 160.00 | |
| CBS Corporation | 0.0 | $4.0k | 75.00 | 53.33 | |
| FirstEnergy (FE) | 0.0 | $2.0k | 50.00 | 40.00 | |
| Bed Bath & Beyond | 0.0 | $2.0k | 95.00 | 21.05 | |
| Cerner Corporation | 0.0 | $3.0k | 40.00 | 75.00 | |
| Teradata Corporation (TDC) | 0.0 | $1.0k | 31.00 | 32.26 | |
| 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 | |
| Nordstrom | 0.0 | $0 | 10.00 | 0.00 | |
| Ross Stores (ROST) | 0.0 | $8.0k | 130.00 | 61.54 | |
| Newell Rubbermaid (NWL) | 0.0 | $6.0k | 129.00 | 46.51 | |
| Koninklijke Philips Electronics NV (PHG) | 0.0 | $0 | 1.00 | 0.00 | |
| Red Hat | 0.0 | $4.0k | 35.00 | 114.29 | |
| Capital One Financial (COF) | 0.0 | $11k | 130.00 | 84.62 | |
| Honda Motor (HMC) | 0.0 | $999.950000 | 35.00 | 28.57 | |
| 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 | $6.0k | 525.00 | 11.43 | |
| Nortel Networks Corporation | 0.0 | $0 | 10.00 | 0.00 | |
| Stericycle (SRCL) | 0.0 | $7.0k | 100.00 | 70.00 | |
| Henry Schein (HSIC) | 0.0 | $5.0k | 60.00 | 83.33 | |
| Novo Nordisk A/S (NVO) | 0.0 | $4.0k | 75.00 | 53.33 | |
| Sturm, Ruger & Company (RGR) | 0.0 | $4.0k | 75.00 | 53.33 | |
| Coca-Cola Bottling Co. Consolidated (COKE) | 0.0 | $11k | 50.00 | 220.00 | |
| PPL Corporation (PPL) | 0.0 | $8.0k | 203.00 | 39.41 | |
| First Solar (FSLR) | 0.0 | $1.0k | 20.00 | 50.00 | |
| 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 | |
| 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 | $11k | 100.00 | 110.00 | |
| 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 | $11k | 75.00 | 146.67 | |
| 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 | $6.0k | 102.00 | 58.82 | |
| BorgWarner (BWA) | 0.0 | $5.0k | 100.00 | 50.00 | |
| Energen Corporation | 0.0 | $8.0k | 150.00 | 53.33 | |
| A. O. Smith Corporation (AOS) | 0.0 | $12k | 200.00 | 60.00 | |
| Brookdale Senior Living (BKD) | 0.0 | $4.0k | 350.00 | 11.43 | |
| 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 | $4.0k | 35.00 | 114.29 | |
| 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 | $8.0k | 70.00 | 114.29 | |
| iShares Russell 2000 Value Index (IWN) | 0.0 | $6.0k | 45.00 | 133.33 | |
| Ishares Tr Index option | 0.0 | $0 | 5.00 | 0.00 | |
| Oneok (OKE) | 0.0 | $8.0k | 147.00 | 54.42 | |
| Spdr S&p 500 Etf Tr option | 0.0 | $2.0k | 10.00 | 200.00 | |
| Spdr S&p 500 Etf Tr option | 0.0 | $3.0k | 10.00 | 300.00 | |
| At&t Inc option | 0.0 | $0 | 10.00 | 0.00 | |
| SPDR KBW Bank (KBE) | 0.0 | $9.0k | 205.00 | 43.90 | |
| Ishares Tr option | 0.0 | $0 | 5.00 | 0.00 | |
| Lockheed Martin Corp option | 0.0 | $2.0k | 8.00 | 250.00 | |
| iShares MSCI South Korea Index Fund (EWY) | 0.0 | $3.0k | 50.00 | 60.00 | |
| Powershares Qqq Trust unit ser 1 | 0.0 | $1.0k | 5.00 | 200.00 | |
| Powershares Qqq Trust Call etf | 0.0 | $1.4k | 7.00 | 200.00 | |
| PowerShares Water Resources | 0.0 | $9.0k | 300.00 | 30.00 | |
| iShares S&P Latin America 40 Index (ILF) | 0.0 | $2.0k | 50.00 | 40.00 | |
| iShares S&P SmallCap 600 Growth (IJT) | 0.0 | $3.0k | 18.00 | 166.67 | |
| 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 | 14.00 | 71.43 | |
| iShares MSCI Spain Index (EWP) | 0.0 | $1.0k | 20.00 | 50.00 | |
| 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 Global Water Portfolio | 0.0 | $9.0k | 380.00 | 23.68 | |
| Vanguard Energy ETF (VDE) | 0.0 | $5.0k | 50.00 | 100.00 | |
| 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 | $5.0k | 70.00 | 71.43 | |
| Schwab International Equity ETF (SCHF) | 0.0 | $3.0k | 79.00 | 37.97 | |
| Schwab U S Small Cap ETF (SCHA) | 0.0 | $0 | 5.00 | 0.00 | |
| Lockheed Martin Corp call | 0.0 | $4.0k | 8.00 | 500.00 | |
| Ishares Tr s^p aggr all (AOA) | 0.0 | $4.0k | 73.00 | 54.79 | |
| 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 | |
| Wolverine World Wide Cmn Stk cmn | 0.0 | $0 | 2.00 | 0.00 | |
| 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 | |
| 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 | $1.0k | 10.00 | 100.00 | |
| Tripadvisor (TRIP) | 0.0 | $3.0k | 75.00 | 40.00 | |
| Ishares Tr usa min vo (USMV) | 0.0 | $10k | 195.00 | 51.28 | |
| Delphi Automotive Plc cmn | 0.0 | $0 | 1.00 | 0.00 | |
| Spdr Ser Tr cmn (FLRN) | 0.0 | $12k | 400.00 | 30.00 | |
| Express Scripts Holding | 0.0 | $2.0k | 38.00 | 52.63 | |
| Powershares Exchange | 0.0 | $10k | 300.00 | 33.33 | |
| Ishares Tr cmn (GOVT) | 0.0 | $3.0k | 117.00 | 25.64 | |
| Carlyle Group | 0.0 | $11k | 450.00 | 24.44 | |
| 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 | $2.0k | 50.00 | 40.00 | |
| 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 | |
| Exchange Traded Concepts Tr robo stx glb etf (ROBO) | 0.0 | $1.0k | 25.00 | 40.00 | |
| Inovio Pharmaceuticals | 0.0 | $5.0k | 800.00 | 6.25 | |
| K2m Group Holdings | 0.0 | $2.0k | 115.00 | 17.39 | |
| 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 | |
| Healthequity (HQY) | 0.0 | $5.0k | 100.00 | 50.00 | |
| Iron Mountain (IRM) | 0.0 | $11k | 273.00 | 40.29 | |
| Mylan Nv | 0.0 | $6.0k | 200.00 | 30.00 | |
| Solaredge Technologies (SEDG) | 0.0 | $6.0k | 210.00 | 28.57 | |
| Edgewell Pers Care (EPC) | 0.0 | $7.0k | 100.00 | 70.00 | |
| Chemours (CC) | 0.0 | $3.0k | 60.00 | 50.00 | |
| Viavi Solutions Inc equities (VIAV) | 0.0 | $10k | 1.1k | 9.52 | |
| 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 | |
| Lumentum Hldgs (LITE) | 0.0 | $11k | 211.00 | 52.13 | |
| Wright Medical Group Nv | 0.0 | $3.0k | 100.00 | 30.00 | |
| Square Inc cl a (XYZ) | 0.0 | $999.900000 | 30.00 | 33.33 | |
| Spdr Ser Tr russell low vol (ONEV) | 0.0 | $2.0k | 30.00 | 66.67 | |
| Ishares Russell 2000 Growth Etf ef | 0.0 | $6.0k | 270.00 | 22.22 | |
| Ishares Russell 2000 Growth Etf ef | 0.0 | $11k | 505.00 | 21.78 | |
| 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 | $3.0k | 123.00 | 24.39 | |
| Ishares Russell 2000 Growth Etf ef | 0.0 | $12k | 581.00 | 20.65 | |
| Ishares Russell 2000 Growth Etf ef | 0.0 | $9.0k | 423.00 | 21.28 | |
| Etf Managers Tr purefunds ise cy | 0.0 | $11k | 380.00 | 28.95 | |
| Versum Matls | 0.0 | $3.0k | 87.00 | 34.48 | |
| Arconic | 0.0 | $4.0k | 165.00 | 24.24 | |
| 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 | $3.0k | 30.00 | 100.00 | |
| Technipfmc (FTI) | 0.0 | $11k | 400.00 | 27.50 | |
| Hilton Grand Vacations (HGV) | 0.0 | $10k | 249.00 | 40.16 | |
| True Nature Holding Inc cs | 0.0 | $2.0k | 10k | 0.20 | |
| Fision Corp cs | 0.0 | $0 | 3.1k | 0.00 | |
| Ishares Russell 2000 Growth Etf ef | 0.0 | $2.0k | 115.00 | 17.39 | |
| State Street Msci Acwi Ex Usa Index ef | 0.0 | $2.0k | 181.00 | 11.05 | |
| State Street Msci Acwi Ex Usa Index ef | 0.0 | $8.0k | 610.00 | 13.11 | |
| State Street Msci Acwi Ex Usa Index ef | 0.0 | $8.0k | 610.00 | 13.11 | |
| Powershares Etf Tr Ii a | 0.0 | $7.0k | 260.00 | 26.92 | |
| 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 | |
| Ishares 1-10 Year Laddered Corp Bd Comm ef | 0.0 | $9.0k | 500.00 | 18.00 | |
| Ishares Edge Msci Multifactor Canada ef | 0.0 | $12k | 500.00 | 24.00 | |
| Brighthouse Finl (BHF) | 0.0 | $999.960000 | 13.00 | 76.92 |