Patten as of Dec. 31, 2016
Portfolio Holdings for Patten
Patten holds 632 positions in its portfolio as reported in the December 2016 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Coca-Cola Company (KO) | 4.3 | $9.7M | 234k | 41.45 | |
| Kimberly-Clark Corporation (KMB) | 4.0 | $9.0M | 74k | 120.98 | |
| Visa (V) | 2.8 | $6.2M | 74k | 83.77 | |
| Apple (AAPL) | 2.1 | $4.8M | 39k | 121.96 | |
| Spdr S&p 500 Etf (SPY) | 1.8 | $4.0M | 18k | 228.99 | |
| iShares Russell 1000 Growth Index (IWF) | 1.8 | $4.0M | 37k | 109.00 | |
| Weyerhaeuser Company (WY) | 1.8 | $3.9M | 126k | 31.24 | |
| American International (AIG) | 1.7 | $3.9M | 59k | 65.21 | |
| First Republic Bank/san F (FRCB) | 1.7 | $3.8M | 41k | 94.83 | |
| Walgreen Boots Alliance | 1.6 | $3.6M | 45k | 81.49 | |
| United Technologies Corporation | 1.5 | $3.3M | 30k | 109.69 | |
| Exxon Mobil Corporation (XOM) | 1.5 | $3.3M | 38k | 85.50 | |
| Tractor Supply Company (TSCO) | 1.5 | $3.3M | 44k | 74.36 | |
| Microsoft Corporation (MSFT) | 1.4 | $3.2M | 49k | 65.78 | |
| Johnson & Johnson (JNJ) | 1.4 | $3.0M | 26k | 113.39 | |
| Intel Corporation (INTC) | 1.3 | $2.9M | 77k | 37.98 | |
| 3M Company (MMM) | 1.3 | $2.9M | 16k | 177.51 | |
| JPMorgan Chase & Co. (JPM) | 1.3 | $2.8M | 32k | 86.92 | |
| Cisco Systems (CSCO) | 1.2 | $2.6M | 84k | 30.98 | |
| Chubb (CB) | 1.1 | $2.6M | 19k | 133.27 | |
| Chevron Corporation (CVX) | 1.0 | $2.3M | 20k | 113.77 | |
| Unum (UNM) | 1.0 | $2.3M | 50k | 45.95 | |
| iShares S&P MidCap 400 Index (IJH) | 1.0 | $2.3M | 14k | 169.02 | |
| Pepsi (PEP) | 1.0 | $2.2M | 21k | 103.47 | |
| United Parcel Service (UPS) | 1.0 | $2.2M | 18k | 118.11 | |
| Vanguard FTSE All-World ex-US ETF (VEU) | 1.0 | $2.2M | 47k | 46.18 | |
| At&t (T) | 0.9 | $2.1M | 50k | 42.02 | |
| Celgene Corporation | 0.9 | $2.1M | 18k | 113.61 | |
| Berkshire Hathaway (BRK.B) | 0.9 | $2.0M | 12k | 164.39 | |
| Vanguard Total Stock Market ETF (VTI) | 0.9 | $2.0M | 17k | 118.14 | |
| PowerShares Build America Bond Portfolio | 0.9 | $2.0M | 68k | 29.07 | |
| Suntrust Banks Inc $1.00 Par Cmn | 0.9 | $1.9M | 34k | 57.74 | |
| Vulcan Materials Company (VMC) | 0.9 | $1.9M | 14k | 134.35 | |
| Merck & Co (MRK) | 0.8 | $1.9M | 31k | 61.76 | |
| Ecolab (ECL) | 0.8 | $1.8M | 15k | 121.29 | |
| Pinnacle Financial Partners (PNFP) | 0.8 | $1.7M | 25k | 68.01 | |
| Apache Corporation | 0.8 | $1.7M | 27k | 62.06 | |
| Xylem (XYL) | 0.8 | $1.7M | 34k | 50.04 | |
| Delphi Automotive | 0.8 | $1.7M | 23k | 71.00 | |
| Novartis (NVS) | 0.7 | $1.6M | 23k | 72.19 | |
| Db-x Msci Eafe Currency-hedged (DBEF) | 0.7 | $1.6M | 56k | 28.66 | |
| Host Hotels & Resorts (HST) | 0.7 | $1.6M | 85k | 18.59 | |
| General Electric Company | 0.7 | $1.6M | 52k | 30.00 | |
| Colgate-Palmolive Company (CL) | 0.7 | $1.5M | 24k | 64.66 | |
| Schlumberger (SLB) | 0.7 | $1.5M | 18k | 84.50 | |
| Medtronic (MDT) | 0.7 | $1.5M | 20k | 74.93 | |
| Honeywell International (HON) | 0.7 | $1.5M | 13k | 118.44 | |
| Anadarko Petroleum Corporation | 0.7 | $1.5M | 21k | 70.00 | |
| Canadian Natl Ry (CNI) | 0.6 | $1.4M | 20k | 70.30 | |
| Newmont Mining Corporation (NEM) | 0.6 | $1.3M | 38k | 34.37 | |
| MDU Resources (MDU) | 0.6 | $1.3M | 45k | 29.32 | |
| Procter & Gamble Company (PG) | 0.6 | $1.3M | 15k | 86.73 | |
| Norfolk Southern (NSC) | 0.5 | $1.2M | 10k | 120.30 | |
| NVIDIA Corporation (NVDA) | 0.5 | $1.2M | 10k | 111.75 | |
| Occidental Petroleum Corporation (OXY) | 0.5 | $1.1M | 17k | 68.93 | |
| Starbucks Corporation (SBUX) | 0.5 | $1.1M | 20k | 56.12 | |
| Westrock (WRK) | 0.5 | $1.1M | 21k | 53.90 | |
| Dow Chemical Company | 0.5 | $1.1M | 18k | 61.31 | |
| Nextera Energy (NEE) | 0.5 | $1.1M | 9.1k | 121.39 | |
| Marriott International (MAR) | 0.5 | $1.1M | 13k | 86.05 | |
| Nike (NKE) | 0.5 | $1.1M | 20k | 53.17 | |
| Boeing Company (BA) | 0.5 | $1.1M | 6.3k | 167.76 | |
| Praxair | 0.5 | $1.0M | 8.6k | 120.23 | |
| Vanguard Mid-Cap ETF (VO) | 0.5 | $1.0M | 7.6k | 135.96 | |
| SPDR Barclays Capital Convertible SecETF (CWB) | 0.5 | $1.0M | 22k | 47.23 | |
| Williams Companies (WMB) | 0.5 | $1.0M | 36k | 28.49 | |
| iShares Lehman 7-10 Yr Treas. Bond (IEF) | 0.4 | $968k | 9.2k | 104.73 | |
| iShares MSCI EAFE Index Fund (EFA) | 0.4 | $904k | 15k | 59.95 | |
| Regions Financial Corporation (RF) | 0.4 | $900k | 62k | 14.54 | |
| Emerson Electric (EMR) | 0.4 | $853k | 14k | 60.17 | |
| PowerShares QQQ Trust, Series 1 | 0.4 | $853k | 6.8k | 125.74 | |
| Roche Holding (RHHBY) | 0.4 | $818k | 28k | 29.64 | |
| Eaton (ETN) | 0.4 | $827k | 12k | 70.96 | |
| Alphabet Inc Class C cs (GOOG) | 0.4 | $831k | 1.0k | 823.59 | |
| Corning Incorporated (GLW) | 0.4 | $805k | 30k | 26.67 | |
| TJX Companies (TJX) | 0.3 | $765k | 10k | 74.24 | |
| Ventas (VTR) | 0.3 | $753k | 12k | 61.08 | |
| iShares S&P MidCap 400 Growth (IJK) | 0.3 | $754k | 4.0k | 186.77 | |
| Halyard Health | 0.3 | $748k | 20k | 38.25 | |
| Verizon Communications (VZ) | 0.3 | $732k | 15k | 49.59 | |
| Dominion Resources (D) | 0.3 | $723k | 9.6k | 75.47 | |
| Applied Materials (AMAT) | 0.3 | $708k | 20k | 35.06 | |
| Vanguard REIT ETF (VNQ) | 0.3 | $709k | 8.6k | 82.35 | |
| iShares S&P 500 Index (IVV) | 0.3 | $698k | 3.0k | 230.36 | |
| Qualcomm (QCOM) | 0.3 | $670k | 12k | 54.26 | |
| iShares Russell 3000 Index (IWV) | 0.3 | $676k | 5.0k | 136.15 | |
| John Hancock Bank & Thrift Opportu. Fund (BTO) | 0.3 | $678k | 18k | 36.82 | |
| iShares S&P Global Technology Sect. (IXN) | 0.3 | $671k | 5.8k | 116.51 | |
| Alphabet Inc Class A cs (GOOGL) | 0.3 | $644k | 762.00 | 845.14 | |
| Ingevity (NGVT) | 0.3 | $637k | 12k | 55.27 | |
| IDEXX Laboratories (IDXX) | 0.3 | $620k | 5.1k | 121.57 | |
| Walt Disney Company (DIS) | 0.3 | $597k | 5.5k | 109.22 | |
| Tiffany & Co. | 0.3 | $592k | 7.5k | 79.20 | |
| WisdomTree MidCap Dividend Fund (DON) | 0.3 | $593k | 6.2k | 95.99 | |
| iShares MSCI Canada Index (EWC) | 0.3 | $588k | 22k | 27.26 | |
| iShares Lehman Aggregate Bond (AGG) | 0.2 | $553k | 5.1k | 108.01 | |
| General Mills (GIS) | 0.2 | $530k | 8.5k | 62.66 | |
| Estee Lauder Companies (EL) | 0.2 | $505k | 6.2k | 80.93 | |
| PIMCO Intermediate Mun Bond Strat Fund (MUNI) | 0.2 | $512k | 9.8k | 52.51 | |
| General Dynamics Corporation (GD) | 0.2 | $488k | 2.6k | 185.27 | |
| Lowe's Companies (LOW) | 0.2 | $494k | 6.7k | 73.29 | |
| Autodesk (ADSK) | 0.2 | $457k | 5.6k | 81.80 | |
| Delta Air Lines (DAL) | 0.2 | $461k | 9.3k | 49.69 | |
| Macquarie Infrastructure Company | 0.2 | $473k | 6.2k | 76.11 | |
| iShares MSCI EAFE Growth Index (EFG) | 0.2 | $459k | 6.9k | 66.14 | |
| Northrop Grumman Corporation (NOC) | 0.2 | $437k | 1.9k | 230.00 | |
| International Business Machines (IBM) | 0.2 | $440k | 2.5k | 177.28 | |
| iShares Russell 2000 Index (IWM) | 0.2 | $455k | 3.3k | 136.15 | |
| Dollar General (DG) | 0.2 | $437k | 6.2k | 70.27 | |
| iShares S&P NA Tech. Sec. Idx (IGM) | 0.2 | $438k | 3.3k | 131.37 | |
| Wisdomtree Tr intl hedge eqt (HEDJ) | 0.2 | $448k | 7.7k | 58.37 | |
| Ashland (ASH) | 0.2 | $444k | 3.7k | 118.88 | |
| Dover Corporation (DOV) | 0.2 | $413k | 5.2k | 79.70 | |
| Atmos Energy Corporation (ATO) | 0.2 | $414k | 5.5k | 75.27 | |
| iShares IBoxx $ Invest Grade Corp Bd (LQD) | 0.2 | $414k | 3.5k | 117.48 | |
| Ishares High Dividend Equity F (HDV) | 0.2 | $413k | 5.0k | 82.11 | |
| Kraft Heinz (KHC) | 0.2 | $422k | 4.7k | 89.33 | |
| Home Depot (HD) | 0.2 | $409k | 3.0k | 138.27 | |
| E.I. du Pont de Nemours & Company | 0.2 | $411k | 5.3k | 77.68 | |
| Kroger (KR) | 0.2 | $407k | 12k | 33.38 | |
| Philip Morris International (PM) | 0.2 | $406k | 4.2k | 96.41 | |
| SPDR Gold Trust (GLD) | 0.2 | $396k | 3.5k | 113.40 | |
| Vanguard Short Term Corporate Bond ETF (VCSH) | 0.2 | $391k | 4.9k | 79.63 | |
| Becton, Dickinson and (BDX) | 0.2 | $376k | 2.1k | 175.45 | |
| Schwab Strategic Tr 0 (SCHP) | 0.2 | $369k | 6.7k | 55.21 | |
| Powershares Etf Tr Ii em mrk low vol | 0.2 | $384k | 18k | 21.71 | |
| Nordstrom | 0.2 | $365k | 8.5k | 42.84 | |
| CVS Caremark Corporation (CVS) | 0.2 | $364k | 4.7k | 77.76 | |
| Vanguard Value ETF (VTV) | 0.2 | $363k | 3.9k | 94.02 | |
| iShares Brclys Intrdte Gov/Crt Bd (GVI) | 0.2 | $353k | 3.2k | 109.97 | |
| Williams Partners | 0.2 | $351k | 8.3k | 42.11 | |
| Health Care SPDR (XLV) | 0.1 | $326k | 4.7k | 69.81 | |
| Bombardier | 0.1 | $324k | 167k | 1.94 | |
| Altria (MO) | 0.1 | $338k | 4.8k | 71.05 | |
| ConocoPhillips (COP) | 0.1 | $341k | 6.9k | 49.41 | |
| Sanofi-Aventis SA (SNY) | 0.1 | $325k | 8.1k | 39.92 | |
| Phillips 66 (PSX) | 0.1 | $325k | 3.9k | 82.68 | |
| MasterCard Incorporated (MA) | 0.1 | $302k | 2.8k | 109.66 | |
| Republic Services (RSG) | 0.1 | $301k | 5.2k | 57.55 | |
| Amgen (AMGN) | 0.1 | $311k | 2.0k | 156.91 | |
| BB&T Corporation | 0.1 | $322k | 6.9k | 46.93 | |
| iShares S&P Natl AMTFr Mncpl Bd (MUB) | 0.1 | $307k | 2.8k | 108.21 | |
| iShares Dow Jones Select Dividend (DVY) | 0.1 | $317k | 3.5k | 89.78 | |
| Nuveen Equity Premium Income Fund (BXMX) | 0.1 | $313k | 24k | 13.06 | |
| Facebook Inc cl a (META) | 0.1 | $311k | 2.4k | 132.23 | |
| Synchrony Financial (SYF) | 0.1 | $303k | 8.3k | 36.64 | |
| Wolverine World Wide (WWW) | 0.1 | $288k | 12k | 23.79 | |
| iShares NASDAQ Biotechnology Index (IBB) | 0.1 | $293k | 1.1k | 274.09 | |
| iShares S&P SmallCap 600 Index (IJR) | 0.1 | $294k | 4.3k | 68.82 | |
| DNP Select Income Fund (DNP) | 0.1 | $290k | 27k | 10.57 | |
| iShares Barclays Inter Crd Bd Fund ETF) (IGIB) | 0.1 | $299k | 2.8k | 108.53 | |
| Tri Pointe Homes (TPH) | 0.1 | $280k | 22k | 12.54 | |
| Dentsply Sirona (XRAY) | 0.1 | $299k | 5.3k | 56.62 | |
| Wal-Mart Stores (WMT) | 0.1 | $266k | 4.1k | 65.55 | |
| Cummins (CMI) | 0.1 | $269k | 1.8k | 147.40 | |
| Anheuser-Busch InBev NV (BUD) | 0.1 | $271k | 2.6k | 105.24 | |
| Bank Of Montreal Cadcom (BMO) | 0.1 | $262k | 3.4k | 76.65 | |
| American Express Company (AXP) | 0.1 | $254k | 3.3k | 76.85 | |
| McDonald's Corporation (MCD) | 0.1 | $247k | 2.0k | 122.95 | |
| Union Pacific Corporation (UNP) | 0.1 | $244k | 2.2k | 109.42 | |
| Laboratory Corp. of America Holdings | 0.1 | $251k | 1.9k | 133.80 | |
| Sempra Energy (SRE) | 0.1 | $241k | 2.4k | 101.47 | |
| Energy Select Sector SPDR (XLE) | 0.1 | $235k | 3.2k | 74.34 | |
| American Water Works (AWK) | 0.1 | $251k | 3.5k | 72.23 | |
| Tencent Holdings Ltd - (TCEHY) | 0.1 | $253k | 9.6k | 26.31 | |
| Duke Energy (DUK) | 0.1 | $248k | 3.2k | 77.07 | |
| Mondelez Int (MDLZ) | 0.1 | $236k | 5.3k | 44.15 | |
| Bristol Myers Squibb (BMY) | 0.1 | $216k | 4.5k | 47.64 | |
| BlackRock Core Bond Trust (BHK) | 0.1 | $215k | 16k | 13.21 | |
| Paypal Holdings (PYPL) | 0.1 | $224k | 5.6k | 40.19 | |
| Atlantic Cap Bancshares | 0.1 | $231k | 12k | 19.73 | |
| Hilton Worldwide Holdings (HLT) | 0.1 | $217k | 3.7k | 58.44 | |
| Bank of America Corporation (BAC) | 0.1 | $191k | 8.2k | 23.34 | |
| International Paper Company (IP) | 0.1 | $194k | 3.4k | 57.36 | |
| Accenture (ACN) | 0.1 | $193k | 1.7k | 115.22 | |
| iShares Dow Jones Transport. Avg. (IYT) | 0.1 | $201k | 1.2k | 169.62 | |
| Vanguard Growth ETF (VUG) | 0.1 | $191k | 1.6k | 115.90 | |
| iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) | 0.1 | $205k | 2.0k | 104.86 | |
| General Motors Company (GM) | 0.1 | $193k | 5.2k | 37.04 | |
| Commerce Union Bancshares | 0.1 | $198k | 9.0k | 21.97 | |
| Smartfinancial (SMBK) | 0.1 | $198k | 9.1k | 21.72 | |
| Spectra Energy | 0.1 | $178k | 4.2k | 41.96 | |
| Southwestern Energy Company | 0.1 | $170k | 18k | 9.41 | |
| Enterprise Products Partners (EPD) | 0.1 | $175k | 6.0k | 29.14 | |
| Rydex S&P Equal Weight ETF | 0.1 | $184k | 2.1k | 88.76 | |
| iShares Dow Jones US Technology (IYW) | 0.1 | $179k | 1.4k | 127.86 | |
| Abbvie (ABBV) | 0.1 | $177k | 3.0k | 60.00 | |
| Ishares Canadn Govt Bd Idx Etf Unit ef | 0.1 | $172k | 11k | 16.33 | |
| California Res Corp | 0.1 | $174k | 7.9k | 22.01 | |
| Pfizer (PFE) | 0.1 | $155k | 4.9k | 31.45 | |
| Stryker Corporation (SYK) | 0.1 | $150k | 1.2k | 123.36 | |
| Mueller Water Products (MWA) | 0.1 | $164k | 12k | 13.60 | |
| Industrial SPDR (XLI) | 0.1 | $147k | 2.3k | 64.70 | |
| Illumina (ILMN) | 0.1 | $151k | 940.00 | 160.64 | |
| Under Armour (UAA) | 0.1 | $148k | 5.1k | 29.08 | |
| Church & Dwight (CHD) | 0.1 | $148k | 3.3k | 45.26 | |
| Magellan Midstream Partners | 0.1 | $163k | 2.0k | 81.50 | |
| Potlatch Corporation (PCH) | 0.1 | $146k | 3.7k | 40.00 | |
| Technology SPDR (XLK) | 0.1 | $164k | 3.2k | 50.88 | |
| Vanguard Small-Cap Value ETF (VBR) | 0.1 | $167k | 1.4k | 122.88 | |
| Vanguard Large-Cap ETF (VV) | 0.1 | $148k | 1.4k | 105.34 | |
| Tesla Motors (TSLA) | 0.1 | $149k | 591.00 | 252.12 | |
| Vanguard Dividend Appreciation ETF (VIG) | 0.1 | $162k | 1.9k | 86.77 | |
| Vanguard High Dividend Yield ETF (VYM) | 0.1 | $147k | 1.9k | 76.40 | |
| Synovus Finl (SNV) | 0.1 | $151k | 3.6k | 42.45 | |
| Time Warner | 0.1 | $131k | 1.4k | 96.04 | |
| Mid-America Apartment (MAA) | 0.1 | $144k | 1.5k | 96.00 | |
| Lockheed Martin Corporation (LMT) | 0.1 | $127k | 500.00 | 254.00 | |
| Biogen Idec (BIIB) | 0.1 | $140k | 505.00 | 277.23 | |
| Freeport-McMoRan Copper & Gold (FCX) | 0.1 | $143k | 8.8k | 16.34 | |
| Southern Company (SO) | 0.1 | $124k | 2.6k | 48.32 | |
| WABCO Holdings | 0.1 | $139k | 1.3k | 109.28 | |
| Hain Celestial (HAIN) | 0.1 | $140k | 3.6k | 39.27 | |
| McDermott International | 0.1 | $143k | 18k | 8.04 | |
| Financial Select Sector SPDR (XLF) | 0.1 | $143k | 6.1k | 23.59 | |
| iShares Russell 3000 Growth Index (IUSG) | 0.1 | $129k | 2.9k | 44.51 | |
| Vanguard Energy ETF (VDE) | 0.1 | $124k | 1.2k | 102.65 | |
| Kinder Morgan (KMI) | 0.1 | $124k | 5.5k | 22.37 | |
| Ishares Tr fltg rate nt (FLOT) | 0.1 | $131k | 2.6k | 50.78 | |
| Under Armour Inc Cl C (UA) | 0.1 | $130k | 5.1k | 25.53 | |
| Eli Lilly & Co. (LLY) | 0.1 | $113k | 1.5k | 75.33 | |
| Cabot Corporation (CBT) | 0.1 | $112k | 2.0k | 56.00 | |
| Raytheon Company | 0.1 | $104k | 715.00 | 145.45 | |
| Air Products & Chemicals (APD) | 0.1 | $107k | 750.00 | 142.67 | |
| Canadian Pacific Railway | 0.1 | $111k | 715.00 | 155.24 | |
| Danaher Corporation (DHR) | 0.1 | $108k | 1.3k | 81.02 | |
| Nestle SA Reg Shs. Ser. B Spons (NSRGY) | 0.1 | $107k | 1.5k | 73.29 | |
| Vanguard Short-Term Bond ETF (BSV) | 0.1 | $119k | 1.5k | 79.33 | |
| Toyota Motor Corporation (TM) | 0.1 | $121k | 1.0k | 116.35 | |
| First Horizon National Corporation (FHN) | 0.1 | $110k | 5.4k | 20.42 | |
| New Jersey Resources Corporation (NJR) | 0.1 | $111k | 3.0k | 37.00 | |
| Renasant (RNST) | 0.1 | $103k | 2.6k | 40.39 | |
| Bar Harbor Bankshares (BHB) | 0.1 | $102k | 2.3k | 44.87 | |
| iShares S&P 500 Growth Index (IVW) | 0.1 | $110k | 867.00 | 126.87 | |
| Vanguard Emerging Markets ETF (VWO) | 0.1 | $111k | 2.9k | 37.95 | |
| iShares Barclays TIPS Bond Fund (TIP) | 0.1 | $110k | 965.00 | 113.99 | |
| iShares S&P MidCap 400 Value Index (IJJ) | 0.1 | $106k | 714.00 | 148.46 | |
| PowerShares Dynamic Bldg. & Const. | 0.1 | $113k | 3.9k | 29.33 | |
| Vanguard Intl Equity Index F glb ex us etf (VNQI) | 0.1 | $122k | 2.4k | 50.85 | |
| Schwab U S Large Cap Growth ETF (SCHG) | 0.1 | $102k | 1.8k | 58.09 | |
| stock | 0.1 | $119k | 2.1k | 57.24 | |
| Hd Supply | 0.1 | $105k | 2.5k | 42.68 | |
| Mobileye | 0.1 | $119k | 2.7k | 43.53 | |
| Claymore Exchange-trd Fd Tr guggenheim etf | 0.1 | $115k | 2.3k | 50.95 | |
| BP (BP) | 0.0 | $79k | 2.2k | 36.57 | |
| U.S. Bancorp (USB) | 0.0 | $80k | 1.5k | 52.98 | |
| Bank of New York Mellon Corporation (BK) | 0.0 | $87k | 1.9k | 44.91 | |
| Caterpillar (CAT) | 0.0 | $79k | 801.00 | 98.63 | |
| Costco Wholesale Corporation (COST) | 0.0 | $94k | 580.00 | 162.07 | |
| Citrix Systems | 0.0 | $86k | 950.00 | 90.53 | |
| Nucor Corporation (NUE) | 0.0 | $93k | 1.5k | 60.98 | |
| Automatic Data Processing (ADP) | 0.0 | $78k | 770.00 | 101.30 | |
| C.R. Bard | 0.0 | $96k | 403.00 | 238.21 | |
| Target Corporation (TGT) | 0.0 | $96k | 1.5k | 63.58 | |
| UnitedHealth (UNH) | 0.0 | $90k | 550.00 | 163.64 | |
| Ford Motor Company (F) | 0.0 | $85k | 6.8k | 12.51 | |
| Dr Pepper Snapple | 0.0 | $78k | 870.00 | 89.66 | |
| iShares Gold Trust | 0.0 | $83k | 7.2k | 11.53 | |
| SPDR Dow Jones Industrial Average ETF (DIA) | 0.0 | $78k | 390.00 | 200.00 | |
| Vanguard Europe Pacific ETF (VEA) | 0.0 | $85k | 2.2k | 38.03 | |
| Invesco Mortgage Capital | 0.0 | $89k | 6.0k | 14.83 | |
| Vanguard Mid-Cap Growth ETF (VOT) | 0.0 | $100k | 906.00 | 110.38 | |
| SPDR DJ Wilshire Small Cap Value (SLYV) | 0.0 | $92k | 780.00 | 117.95 | |
| Blackrock Build America Bond Trust (BBN) | 0.0 | $92k | 4.2k | 21.90 | |
| Citigroup (C) | 0.0 | $95k | 1.7k | 57.40 | |
| Zoetis Inc Cl A (ZTS) | 0.0 | $98k | 1.8k | 54.44 | |
| iShares MSCI Emerging Markets Indx (EEM) | 0.0 | $67k | 1.8k | 37.75 | |
| Lincoln National Corporation (LNC) | 0.0 | $69k | 1.0k | 69.00 | |
| Waste Management (WM) | 0.0 | $75k | 1.1k | 69.44 | |
| Wells Fargo & Company (WFC) | 0.0 | $62k | 1.1k | 56.36 | |
| American Electric Power Company (AEP) | 0.0 | $63k | 1.0k | 63.00 | |
| Gilead Sciences (GILD) | 0.0 | $67k | 940.00 | 71.28 | |
| Buckeye Partners | 0.0 | $56k | 800.00 | 70.00 | |
| Camden National Corporation (CAC) | 0.0 | $60k | 1.4k | 43.29 | |
| Skyworks Solutions (SWKS) | 0.0 | $67k | 725.00 | 92.41 | |
| Astec Industries (ASTE) | 0.0 | $71k | 1.0k | 71.00 | |
| Bk Nova Cad (BNS) | 0.0 | $72k | 1.2k | 59.75 | |
| Materials SPDR (XLB) | 0.0 | $64k | 1.2k | 53.07 | |
| SPDR KBW Regional Banking (KRE) | 0.0 | $73k | 1.3k | 56.15 | |
| iShares Russell 2000 Value Index (IWN) | 0.0 | $65k | 545.00 | 119.27 | |
| Consumer Staples Select Sect. SPDR (XLP) | 0.0 | $62k | 1.2k | 51.97 | |
| Utilities SPDR (XLU) | 0.0 | $68k | 1.4k | 48.23 | |
| Consumer Discretionary SPDR (XLY) | 0.0 | $60k | 708.00 | 84.75 | |
| SPDR S&P Homebuilders (XHB) | 0.0 | $74k | 2.1k | 35.29 | |
| iShares Barclays 20+ Yr Treas.Bond (TLT) | 0.0 | $59k | 494.00 | 119.43 | |
| SPDR S&P Dividend (SDY) | 0.0 | $61k | 710.00 | 85.92 | |
| Vanguard Total Bond Market ETF (BND) | 0.0 | $59k | 728.00 | 81.04 | |
| iShares S&P 1500 Index Fund (ITOT) | 0.0 | $73k | 1.4k | 52.33 | |
| iShares MSCI Germany Index Fund (EWG) | 0.0 | $70k | 2.5k | 27.72 | |
| iShares Dow Jones US Energy Sector (IYE) | 0.0 | $62k | 1.5k | 40.66 | |
| iShares MSCI Switzerland Index Fund (EWL) | 0.0 | $57k | 1.9k | 30.81 | |
| Sch Us Mid-cap Etf etf (SCHM) | 0.0 | $65k | 1.4k | 46.20 | |
| Wpx Energy | 0.0 | $64k | 4.5k | 14.28 | |
| Powershares S&p 500 | 0.0 | $62k | 1.6k | 39.92 | |
| Vanguard Charlotte Fds intl bd idx etf (BNDX) | 0.0 | $73k | 1.4k | 53.72 | |
| Perrigo Company (PRGO) | 0.0 | $64k | 872.00 | 73.39 | |
| Fortive (FTV) | 0.0 | $56k | 1.0k | 55.50 | |
| Park Hotels & Resorts Inc-wi (PK) | 0.0 | $63k | 2.3k | 27.69 | |
| BlackRock | 0.0 | $43k | 115.00 | 373.91 | |
| Progressive Corporation (PGR) | 0.0 | $40k | 1.0k | 38.28 | |
| Ameriprise Financial (AMP) | 0.0 | $35k | 310.00 | 112.90 | |
| Abbott Laboratories (ABT) | 0.0 | $55k | 1.3k | 40.77 | |
| AFLAC Incorporated (AFL) | 0.0 | $54k | 770.00 | 70.13 | |
| Morgan Stanley (MS) | 0.0 | $44k | 1.0k | 44.00 | |
| Agrium | 0.0 | $40k | 385.00 | 103.90 | |
| Valero Energy Corporation (VLO) | 0.0 | $34k | 500.00 | 68.00 | |
| McKesson Corporation (MCK) | 0.0 | $40k | 295.00 | 135.59 | |
| Allstate Corporation (ALL) | 0.0 | $49k | 654.00 | 74.92 | |
| Diageo (DEO) | 0.0 | $43k | 384.00 | 111.98 | |
| EOG Resources (EOG) | 0.0 | $55k | 530.00 | 103.77 | |
| Oracle Corporation (ORCL) | 0.0 | $46k | 1.2k | 40.00 | |
| Pioneer Natural Resources | 0.0 | $52k | 286.00 | 181.82 | |
| Vanguard Intermediate-Term Bond ETF (BIV) | 0.0 | $44k | 532.00 | 82.71 | |
| Textron (TXT) | 0.0 | $38k | 800.00 | 47.50 | |
| Panera Bread Company | 0.0 | $34k | 160.00 | 212.50 | |
| A. O. Smith Corporation (AOS) | 0.0 | $49k | 1.0k | 49.00 | |
| McCormick & Company, Incorporated (MKC) | 0.0 | $42k | 440.00 | 95.45 | |
| Ariad Pharmaceuticals | 0.0 | $47k | 2.0k | 23.50 | |
| iShares Silver Trust (SLV) | 0.0 | $49k | 3.0k | 16.33 | |
| Tri-Continental Corporation (TY) | 0.0 | $48k | 2.1k | 22.80 | |
| iShares S&P Europe 350 Index (IEV) | 0.0 | $53k | 1.3k | 39.82 | |
| iShares S&P SmallCap 600 Growth (IJT) | 0.0 | $48k | 318.00 | 150.94 | |
| Vectren Corporation | 0.0 | $54k | 1.0k | 54.00 | |
| Vanguard Extended Market ETF (VXF) | 0.0 | $35k | 357.00 | 98.04 | |
| Vanguard Mid-Cap Value ETF (VOE) | 0.0 | $53k | 529.00 | 100.19 | |
| iShares S&P AMT-Fr Mncpl Bnd (NYF) | 0.0 | $36k | 326.00 | 110.43 | |
| Merrill Lynch Trust prf | 0.0 | $39k | 1.5k | 25.84 | |
| Deutsche Bk Contingnt Cap Tr V ps | 0.0 | $39k | 1.5k | 26.12 | |
| Claymore Exchange-traded Fd gugg spinoff etf | 0.0 | $48k | 1.1k | 44.24 | |
| Marriott Vacations Wrldwde Cp (VAC) | 0.0 | $38k | 444.00 | 85.59 | |
| Express Scripts Holding | 0.0 | $45k | 671.00 | 67.06 | |
| Proto Labs (PRLB) | 0.0 | $36k | 690.00 | 52.17 | |
| Proshares Ultrashort 20+y Tr etf (TBT) | 0.0 | $50k | 1.2k | 40.39 | |
| Vanguard Malvern Fds strm infproidx (VTIP) | 0.0 | $47k | 958.00 | 49.06 | |
| American Airls (AAL) | 0.0 | $36k | 767.00 | 46.94 | |
| Homebancorp Inc cs | 0.0 | $46k | 4.0k | 11.50 | |
| Ishares Cad Select Dvd Idx Etf Unit ef | 0.0 | $39k | 2.0k | 19.50 | |
| Ishares Cor S&p Tsx Cp Cmp Etf Unit ef (IRSHF) | 0.0 | $38k | 2.0k | 19.00 | |
| Ishares Canadn Corp Bd Idx Etf Unit ef (ISDXF) | 0.0 | $34k | 2.1k | 16.19 | |
| Broad | 0.0 | $45k | 218.00 | 206.42 | |
| Target Retire 2045 cs | 0.0 | $34k | 2.9k | 11.87 | |
| Comcast Corporation (CMCSA) | 0.0 | $16k | 217.00 | 73.73 | |
| Total System Services | 0.0 | $26k | 500.00 | 52.00 | |
| FedEx Corporation (FDX) | 0.0 | $19k | 95.00 | 200.00 | |
| Via | 0.0 | $21k | 503.00 | 41.75 | |
| Baxter International (BAX) | 0.0 | $28k | 590.00 | 47.46 | |
| Hillenbrand (HI) | 0.0 | $19k | 500.00 | 38.00 | |
| Nuance Communications | 0.0 | $18k | 1.1k | 16.36 | |
| International Flavors & Fragrances (IFF) | 0.0 | $14k | 120.00 | 116.67 | |
| Mohawk Industries (MHK) | 0.0 | $25k | 114.00 | 219.30 | |
| AstraZeneca (AZN) | 0.0 | $28k | 1.1k | 26.67 | |
| Avnet (AVT) | 0.0 | $23k | 480.00 | 47.92 | |
| Fluor Corporation (FLR) | 0.0 | $28k | 500.00 | 56.00 | |
| GlaxoSmithKline | 0.0 | $32k | 830.00 | 38.55 | |
| Macy's (M) | 0.0 | $20k | 700.00 | 28.57 | |
| Royal Dutch Shell | 0.0 | $23k | 415.00 | 55.42 | |
| Linear Technology Corporation | 0.0 | $32k | 500.00 | 64.00 | |
| Shire | 0.0 | $29k | 174.00 | 166.67 | |
| Clorox Company (CLX) | 0.0 | $14k | 120.00 | 116.67 | |
| Kellogg Company (K) | 0.0 | $25k | 346.00 | 72.25 | |
| Dollar Tree (DLTR) | 0.0 | $30k | 400.00 | 75.00 | |
| Toll Brothers (TOL) | 0.0 | $24k | 750.00 | 32.00 | |
| Omni (OMC) | 0.0 | $28k | 320.00 | 87.50 | |
| Robert Half International (RHI) | 0.0 | $23k | 500.00 | 46.00 | |
| Thor Industries (THO) | 0.0 | $32k | 300.00 | 106.67 | |
| Amazon (AMZN) | 0.0 | $17k | 20.00 | 850.00 | |
| Zimmer Holdings (ZBH) | 0.0 | $15k | 125.00 | 120.00 | |
| Brinker International (EAT) | 0.0 | $22k | 500.00 | 44.00 | |
| Louisiana-Pacific Corporation (LPX) | 0.0 | $20k | 1.1k | 19.05 | |
| CF Industries Holdings (CF) | 0.0 | $23k | 625.00 | 36.80 | |
| Microsemi Corporation | 0.0 | $31k | 550.00 | 56.36 | |
| Rogers Communications -cl B (RCI) | 0.0 | $13k | 300.00 | 43.33 | |
| Banco Santander-Chile (BSAC) | 0.0 | $12k | 519.00 | 23.12 | |
| Acuity Brands (AYI) | 0.0 | $20k | 99.00 | 202.02 | |
| Enbridge Energy Partners | 0.0 | $33k | 1.6k | 21.29 | |
| Elbit Systems (ESLT) | 0.0 | $25k | 225.00 | 111.11 | |
| SCANA Corporation | 0.0 | $18k | 262.00 | 68.70 | |
| Centene Corporation (CNC) | 0.0 | $13k | 200.00 | 65.00 | |
| Energen Corporation | 0.0 | $24k | 450.00 | 53.33 | |
| Aqua America | 0.0 | $30k | 1.0k | 30.00 | |
| Aar (AIR) | 0.0 | $28k | 850.00 | 32.94 | |
| Kansas City Southern | 0.0 | $33k | 385.00 | 85.71 | |
| United Natural Foods (UNFI) | 0.0 | $27k | 590.00 | 45.76 | |
| iRobot Corporation (IRBT) | 0.0 | $14k | 225.00 | 62.22 | |
| EQT Corporation (EQT) | 0.0 | $21k | 325.00 | 64.62 | |
| Manulife Finl Corp (MFC) | 0.0 | $31k | 1.6k | 19.47 | |
| iShares Russell Midcap Value Index (IWS) | 0.0 | $19k | 235.00 | 80.85 | |
| Nxp Semiconductors N V (NXPI) | 0.0 | $20k | 200.00 | 100.00 | |
| iShares MSCI Pacific ex-Japan Idx (EPP) | 0.0 | $24k | 560.00 | 42.86 | |
| Hldgs (UAL) | 0.0 | $30k | 400.00 | 75.00 | |
| iShares FTSE KLD Select Scil Idx (SUSA) | 0.0 | $12k | 125.00 | 96.00 | |
| iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) | 0.0 | $26k | 250.00 | 104.00 | |
| Vanguard European ETF (VGK) | 0.0 | $25k | 500.00 | 50.00 | |
| SPDR DJ International Real Estate ETF (RWX) | 0.0 | $14k | 382.00 | 36.65 | |
| iShares MSCI Australia Index Fund (EWA) | 0.0 | $14k | 635.00 | 22.05 | |
| First Trust IPOX-100 Index Fund (FPX) | 0.0 | $23k | 407.00 | 56.51 | |
| iShares Barclays Credit Bond Fund (USIG) | 0.0 | $22k | 200.00 | 110.00 | |
| iShares Dow Jones EPAC Sel Div Ind (IDV) | 0.0 | $15k | 500.00 | 30.00 | |
| Barclays Bank | 0.0 | $17k | 649.00 | 26.19 | |
| IQ Hedge Multi-Strategy Tracker (QAI) | 0.0 | $14k | 500.00 | 28.00 | |
| iShares FTSE KLD 400 Social Idx (DSI) | 0.0 | $17k | 200.00 | 85.00 | |
| PIMCO 1-5 Year US TIPS Index Fund (STPZ) | 0.0 | $17k | 320.00 | 53.12 | |
| Claymore S&P Global Water Index | 0.0 | $31k | 1.1k | 29.36 | |
| PowerShares Dividend Achievers | 0.0 | $28k | 1.2k | 23.33 | |
| Vanguard FTSE All Wld Ex USSml Cap (VSS) | 0.0 | $30k | 308.00 | 97.40 | |
| Wal-mart de Mexico S A B de C V (WMMVY) | 0.0 | $20k | 1.2k | 17.36 | |
| Vanguard Intermediate Tm Cpte Bd ETF (VCIT) | 0.0 | $13k | 150.00 | 86.67 | |
| Schwab Strategic Tr intrm trm (SCHR) | 0.0 | $27k | 503.00 | 53.68 | |
| Schwab International Equity ETF (SCHF) | 0.0 | $21k | 717.00 | 29.29 | |
| Ing Groep Nv equs | 0.0 | $22k | 868.00 | 25.35 | |
| Schwab U S Small Cap ETF (SCHA) | 0.0 | $22k | 358.00 | 61.45 | |
| Southwest Georgia Financial | 0.0 | $20k | 1.0k | 19.47 | |
| Schwab Strategic Tr cmn (SCHV) | 0.0 | $27k | 554.00 | 48.74 | |
| Vanguard Star Fd Intl Stk Idxf (VXUS) | 0.0 | $32k | 669.00 | 47.83 | |
| Schwab Strategic Tr us reit etf (SCHH) | 0.0 | $12k | 302.00 | 39.74 | |
| Cbre Group Inc Cl A (CBRE) | 0.0 | $23k | 740.00 | 31.08 | |
| Schwab Strategic Tr us aggregate b (SCHZ) | 0.0 | $30k | 578.00 | 51.90 | |
| Ishares Inc em mkt min vol (EEMV) | 0.0 | $15k | 300.00 | 50.00 | |
| Ishares Tr eafe min volat (EFAV) | 0.0 | $16k | 253.00 | 63.24 | |
| Pimco Total Return Etf totl (BOND) | 0.0 | $24k | 225.00 | 106.67 | |
| Btg Plc C ommon | 0.0 | $14k | 2.0k | 7.00 | |
| Epr Properties (EPR) | 0.0 | $22k | 300.00 | 73.33 | |
| Whitewave Foods | 0.0 | $12k | 225.00 | 53.33 | |
| Tableau Software Inc Cl A | 0.0 | $18k | 375.00 | 48.00 | |
| Vanguard S&p 500 Etf idx (VOO) | 0.0 | $21k | 100.00 | 210.00 | |
| Cardno | 0.0 | $32k | 40k | 0.81 | |
| Vodafone Group New Adr F (VOD) | 0.0 | $22k | 913.00 | 24.10 | |
| Knowles (KN) | 0.0 | $33k | 1.9k | 17.84 | |
| Time | 0.0 | $22k | 1.1k | 19.56 | |
| Nextera Energy Partners (XIFR) | 0.0 | $30k | 1.1k | 27.91 | |
| Ishares Crncy Hedgd Msci Em etp (HEEM) | 0.0 | $28k | 1.3k | 21.96 | |
| Allergan | 0.0 | $31k | 146.00 | 212.33 | |
| Bwx Technologies (BWXT) | 0.0 | $31k | 750.00 | 41.33 | |
| Broad Street Ventures cs | 0.0 | $13k | 115k | 0.11 | |
| 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 | $15k | 1.0k | 15.00 | |
| Spdr Ser Tr sp500 fosl etf (SPYX) | 0.0 | $12k | 218.00 | 55.05 | |
| Spdr Nuveen Barclays Muni Bond Etf nuvn brcly muni (TFI) | 0.0 | $31k | 650.00 | 47.69 | |
| Coca Cola European Partners (CCEP) | 0.0 | $24k | 700.00 | 34.29 | |
| Johnson Controls International Plc equity (JCI) | 0.0 | $19k | 428.00 | 44.39 | |
| Versum Matls | 0.0 | $14k | 499.00 | 28.06 | |
| Alcoa (AA) | 0.0 | $32k | 872.00 | 36.70 | |
| Hilton Grand Vacations (HGV) | 0.0 | $32k | 1.1k | 28.17 | |
| Vanguard Short Term Bond Index cs | 0.0 | $20k | 1.8k | 10.94 | |
| Eq/gamco Small Company Value cs | 0.0 | $12k | 36.00 | 333.33 | |
| Barrick Gold Corp (GOLD) | 0.0 | $3.0k | 160.00 | 18.75 | |
| Grupo Televisa (TV) | 0.0 | $1.0k | 50.00 | 20.00 | |
| Discover Financial Services | 0.0 | $7.0k | 97.00 | 72.16 | |
| CSX Corporation (CSX) | 0.0 | $7.0k | 150.00 | 46.67 | |
| Devon Energy Corporation (DVN) | 0.0 | $2.0k | 40.00 | 50.00 | |
| Dick's Sporting Goods (DKS) | 0.0 | $4.0k | 85.00 | 47.06 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $4.0k | 50.00 | 80.00 | |
| 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 | $4.0k | 95.00 | 42.11 | |
| Cerner Corporation | 0.0 | $2.0k | 40.00 | 50.00 | |
| Diebold Incorporated | 0.0 | $6.0k | 215.00 | 27.91 | |
| Digital Realty Trust (DLR) | 0.0 | $11k | 100.00 | 110.00 | |
| Teradata Corporation (TDC) | 0.0 | $1.0k | 36.00 | 27.78 | |
| Trimble Navigation (TRMB) | 0.0 | $1.0k | 50.00 | 20.00 | |
| V.F. Corporation (VFC) | 0.0 | $4.0k | 85.00 | 47.06 | |
| Avery Dennison Corporation (AVY) | 0.0 | $8.0k | 115.00 | 69.57 | |
| Newell Rubbermaid (NWL) | 0.0 | $6.0k | 129.00 | 46.51 | |
| Hanesbrands (HBI) | 0.0 | $2.0k | 75.00 | 26.67 | |
| Waddell & Reed Financial | 0.0 | $0 | 7.00 | 0.00 | |
| Koninklijke Philips Electronics NV (PHG) | 0.0 | $0 | 1.00 | 0.00 | |
| Thermo Fisher Scientific (TMO) | 0.0 | $9.0k | 65.00 | 138.46 | |
| Red Hat | 0.0 | $3.0k | 35.00 | 85.71 | |
| Honda Motor (HMC) | 0.0 | $4.0k | 135.00 | 29.63 | |
| NCR Corporation (VYX) | 0.0 | $2.0k | 36.00 | 55.56 | |
| Parker-Hannifin Corporation (PH) | 0.0 | $11k | 75.00 | 146.67 | |
| Encana Corp | 0.0 | $7.0k | 525.00 | 13.33 | |
| iShares Russell 1000 Value Index (IWD) | 0.0 | $11k | 100.00 | 110.00 | |
| Nortel Networks Corporation | 0.0 | $0 | 10.00 | 0.00 | |
| Stericycle (SRCL) | 0.0 | $11k | 140.00 | 78.57 | |
| Whole Foods Market | 0.0 | $3.0k | 100.00 | 30.00 | |
| 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 | $8.0k | 50.00 | 160.00 | |
| Discovery Communications | 0.0 | $3.0k | 100.00 | 30.00 | |
| Discovery Communications | 0.0 | $3.0k | 100.00 | 30.00 | |
| 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 | 50.00 | 140.00 | |
| Netflix (NFLX) | 0.0 | $3.0k | 23.00 | 130.43 | |
| Choice Hotels International (CHH) | 0.0 | $1.0k | 25.00 | 40.00 | |
| Avis Budget (CAR) | 0.0 | $3.0k | 70.00 | 42.86 | |
| PowerShares DB Com Indx Trckng Fund | 0.0 | $5.0k | 300.00 | 16.67 | |
| 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 | |
| Juniper Networks (JNPR) | 0.0 | $7.0k | 250.00 | 28.00 | |
| Mead Johnson Nutrition | 0.0 | $2.0k | 35.00 | 57.14 | |
| salesforce (CRM) | 0.0 | $8.0k | 100.00 | 80.00 | |
| Wyndham Worldwide Corporation | 0.0 | $8.0k | 100.00 | 80.00 | |
| Enbridge (ENB) | 0.0 | $9.0k | 200.00 | 45.00 | |
| StoneMor Partners | 0.0 | $2.0k | 200.00 | 10.00 | |
| iShares MSCI EMU Index (EZU) | 0.0 | $4.0k | 100.00 | 40.00 | |
| iShares Russell 1000 Index (IWB) | 0.0 | $6.0k | 50.00 | 120.00 | |
| Chipotle Mexican Grill (CMG) | 0.0 | $2.0k | 5.00 | 400.00 | |
| Drdgold (DRD) | 0.0 | $3.0k | 547.00 | 5.48 | |
| Forestar | 0.0 | $1.0k | 50.00 | 20.00 | |
| Southwest Airlines (LUV) | 0.0 | $10k | 185.00 | 54.05 | |
| MetLife (MET) | 0.0 | $8.0k | 144.00 | 55.56 | |
| Oneok Partners | 0.0 | $7.0k | 150.00 | 46.67 | |
| SPX Corporation | 0.0 | $1.0k | 50.00 | 20.00 | |
| Taseko Cad (TGB) | 0.0 | $1.0k | 1.0k | 1.00 | |
| Monotype Imaging Holdings | 0.0 | $2.0k | 100.00 | 20.00 | |
| British American Tobac (BTI) | 0.0 | $6.0k | 51.00 | 117.65 | |
| BorgWarner (BWA) | 0.0 | $4.0k | 100.00 | 40.00 | |
| Cal-Maine Foods (CALM) | 0.0 | $8.0k | 200.00 | 40.00 | |
| Gildan Activewear Inc Com Cad (GIL) | 0.0 | $3.0k | 120.00 | 25.00 | |
| Brookdale Senior Living (BKD) | 0.0 | $4.0k | 300.00 | 13.33 | |
| F5 Networks (FFIV) | 0.0 | $7.0k | 50.00 | 140.00 | |
| Ferrellgas Partners | 0.0 | $2.0k | 200.00 | 10.00 | |
| Ingles Markets, Incorporated (IMKTA) | 0.0 | $2.0k | 50.00 | 40.00 | |
| 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 | $9.0k | 113.00 | 79.65 | |
| Rockwell Automation (ROK) | 0.0 | $7.0k | 47.00 | 148.94 | |
| VMware | 0.0 | $3.0k | 35.00 | 85.71 | |
| Tor Dom Bk Cad (TD) | 0.0 | $7.0k | 143.00 | 48.95 | |
| 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 Tr Index option | 0.0 | $1.0k | 8.00 | 125.00 | |
| Masimo Corporation (MASI) | 0.0 | $8.0k | 115.00 | 69.57 | |
| SPDR KBW Bank (KBE) | 0.0 | $9.0k | 205.00 | 43.90 | |
| iShares MSCI Mexico Inv. Mt. Idx. (EWW) | 0.0 | $6.0k | 125.00 | 48.00 | |
| iShares Dow Jones US Real Estate (IYR) | 0.0 | $8.0k | 100.00 | 80.00 | |
| Ishares Tr option | 0.0 | $0 | 8.00 | 0.00 | |
| iShares MSCI South Korea Index Fund (EWY) | 0.0 | $8.0k | 135.00 | 59.26 | |
| theglobe (TGLO) | 0.0 | $0 | 50k | 0.00 | |
| 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 | |
| Alerian Mlp Etf | 0.0 | $4.0k | 300.00 | 13.33 | |
| 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 | |
| SPDR Barclays Capital High Yield B | 0.0 | $2.0k | 66.00 | 30.30 | |
| ISHARES TR MSCI Small Cap msci small cap (SCZ) | 0.0 | $1.0k | 14.00 | 71.43 | |
| Vanguard Health Care ETF (VHT) | 0.0 | $10k | 75.00 | 133.33 | |
| iShares Dow Jones US Healthcare (IYH) | 0.0 | $11k | 75.00 | 146.67 | |
| iShares MSCI ACWI ex US Index Fund (ACWX) | 0.0 | $6.0k | 151.00 | 39.74 | |
| iShares S&P Global Healthcare Sect. (IXJ) | 0.0 | $7.0k | 75.00 | 93.33 | |
| iShares S&P Global Industrials Sec (EXI) | 0.0 | $2.0k | 30.00 | 66.67 | |
| iShares S&P NA Tec.-SW. Idx. Fund (IGV) | 0.0 | $4.0k | 35.00 | 114.29 | |
| 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 | $9.0k | 250.00 | 36.00 | |
| 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 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 | |
| WisdomTree International Dvd. Top 100 (AIVI) | 0.0 | $4.0k | 100.00 | 40.00 | |
| Volkswagen | 0.0 | $3.0k | 100.00 | 30.00 | |
| Vestas Wind Systems - Unsp (VWDRY) | 0.0 | $999.900000 | 55.00 | 18.18 | |
| Vanguard Sht Term Govt Bond ETF (VGSH) | 0.0 | $0 | 1.00 | 0.00 | |
| Progress Energy In Contingent | 0.0 | $0 | 225.00 | 0.00 | |
| Sodastream International | 0.0 | $3.0k | 70.00 | 42.86 | |
| Schwab Emerging Markets Equity ETF (SCHE) | 0.0 | $0 | 11.00 | 0.00 | |
| Federal Natl Mtg Assn Pfd 8.25 ps (FNMAT) | 0.0 | $7.0k | 807.00 | 8.67 | |
| Schwab Strategic Tr us lrg cap etf (SCHX) | 0.0 | $2.0k | 34.00 | 58.82 | |
| 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 | |
| American Intl Group | 0.0 | $9.0k | 400.00 | 22.50 | |
| Pacira Pharmaceuticals (PCRX) | 0.0 | $2.0k | 55.00 | 36.36 | |
| Hca Holdings (HCA) | 0.0 | $10k | 125.00 | 80.00 | |
| Bombardier Inc class a multi vtg | 0.0 | $0 | 200.00 | 0.00 | |
| Entergy Ar Inc Pfd 4.72usd preffered | 0.0 | $0 | 2.00 | 0.00 | |
| Mosaic (MOS) | 0.0 | $3.0k | 100.00 | 30.00 | |
| General Mtrs Co *w exp 07/10/201 | 0.0 | $1.0k | 50.00 | 20.00 | |
| Ralph Lauren Corp (RL) | 0.0 | $4.0k | 50.00 | 80.00 | |
| Expedia (EXPE) | 0.0 | $1.0k | 10.00 | 100.00 | |
| Tripadvisor (TRIP) | 0.0 | $4.0k | 75.00 | 53.33 | |
| Ishares Tr usa min vo (USMV) | 0.0 | $9.0k | 195.00 | 46.15 | |
| Spdr Ser Tr cmn (FLRN) | 0.0 | $10k | 325.00 | 30.77 | |
| Powershares Exchange | 0.0 | $6.0k | 200.00 | 30.00 | |
| Kinder Morgan Inc/delaware Wts | 0.0 | $0 | 2.9k | 0.00 | |
| Ishares Tr cmn (GOVT) | 0.0 | $1.0k | 25.00 | 40.00 | |
| Gm Liq Co Guc Tr Derivat motors liq | 0.0 | $0 | 14.00 | 0.00 | |
| Realogy Hldgs (HOUS) | 0.0 | $7.0k | 275.00 | 25.45 | |
| Ishares Inc msci frntr 100 (FM) | 0.0 | $1.0k | 50.00 | 20.00 | |
| Pimco Dynamic Credit Income other | 0.0 | $8.0k | 400.00 | 20.00 | |
| Cst Brands | 0.0 | $4.0k | 88.00 | 45.45 | |
| Intercontinental Exchange (ICE) | 0.0 | $8.0k | 135.00 | 59.26 | |
| Renaissance Fds ipo etf (IPO) | 0.0 | $3.0k | 150.00 | 20.00 | |
| A M R Corporation Xxx res | 0.0 | $0 | 1.0k | 0.00 | |
| K2m Group Holdings | 0.0 | $2.0k | 115.00 | 17.39 | |
| Cdk Global Inc equities | 0.0 | $5.0k | 86.00 | 58.14 | |
| 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 | $9.0k | 110.00 | 81.82 | |
| Chemours (CC) | 0.0 | $2.0k | 60.00 | 33.33 | |
| Viavi Solutions Inc equities (VIAV) | 0.0 | $10k | 1.1k | 9.52 | |
| Medgold Resources Corp cs (MGLDF) | 0.0 | $0 | 16.00 | 0.00 | |
| Ishares S&p/tsx Cdn Pfd Sh Ind Com Unit ef (CYSXF) | 0.0 | $8.0k | 750.00 | 10.67 | |
| Ishares S&p Tsx Cp Fnl Idx Etf Unit ef | 0.0 | $8.0k | 300.00 | 26.67 | |
| Lumentum Hldgs (LITE) | 0.0 | $8.0k | 211.00 | 37.91 | |
| Spx Flow | 0.0 | $2.0k | 50.00 | 40.00 | |
| Wright Medical Group Nv | 0.0 | $3.0k | 100.00 | 30.00 | |
| Hewlett Packard Enterprise (HPE) | 0.0 | $2.0k | 94.00 | 21.28 | |
| Real Estate Select Sect Spdr (XLRE) | 0.0 | $9.0k | 292.00 | 30.82 | |
| 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 | $9.0k | 505.00 | 17.82 | |
| Ishares Russell 2000 Growth Etf ef | 0.0 | $1.0k | 32.00 | 31.25 | |
| Ishares Russell 2000 Growth Etf ef | 0.0 | $3.0k | 185.00 | 16.22 | |
| 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 | |
| Etf Managers Tr purefunds ise cy | 0.0 | $11k | 380.00 | 28.95 | |
| Vaneck Vectors Etf Tr morningstar wide (MOAT) | 0.0 | $11k | 320.00 | 34.38 | |
| Advansix (ASIX) | 0.0 | $0 | 6.00 | 0.00 | |
| Arconic | 0.0 | $10k | 459.00 | 21.79 | |
| 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 | $999.960000 | 12.00 | 83.33 | |
| Vanguard Reit Index cs | 0.0 | $1.0k | 53.00 | 18.87 | |
| Vanguard Reit Index cs | 0.0 | $3.0k | 148.00 | 20.27 | |
| Vanguard Reit Index cs | 0.0 | $3.0k | 148.00 | 20.27 | |
| Cref Growth R3 cs | 0.0 | $1.0k | 5.00 | 200.00 | |
| Cref Growth R3 cs | 0.0 | $1.0k | 10.00 | 100.00 | |
| True Nature Holding Inc cs | 0.0 | $3.0k | 20k | 0.15 | |
| Fision Corp cs | 0.0 | $2.0k | 3.1k | 0.65 | |
| 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 | $7.0k | 610.00 | 11.48 | |
| State Street Msci Acwi Ex Usa Index ef | 0.0 | $7.0k | 610.00 | 11.48 |