YorkBridge Wealth Partners as of Dec. 31, 2017
Portfolio Holdings for YorkBridge Wealth Partners
YorkBridge Wealth Partners holds 892 positions in its portfolio as reported in the December 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 4.0 | $8.2M | 5.9k | 1390.03 | |
| Apple (AAPL) | 3.2 | $6.7M | 43k | 156.49 | |
| W.R. Berkley Corporation (WRB) | 3.2 | $6.6M | 93k | 71.10 | |
| Microsoft Corporation (MSFT) | 2.2 | $4.6M | 53k | 88.01 | |
| Johnson & Johnson (JNJ) | 1.9 | $3.9M | 30k | 130.38 | |
| 3M Company (MMM) | 1.9 | $3.9M | 17k | 231.41 | |
| MasterCard Incorporated (MA) | 1.8 | $3.7M | 23k | 164.58 | |
| Home Depot (HD) | 1.6 | $3.3M | 18k | 183.10 | |
| Alphabet Inc Class A cs (GOOGL) | 1.6 | $3.3M | 3.1k | 1062.30 | |
| Alphabet Inc Class C cs (GOOG) | 1.6 | $3.3M | 3.1k | 1055.91 | |
| Facebook Inc cl a (META) | 1.6 | $3.3M | 18k | 181.25 | |
| Visa (V) | 1.5 | $3.1M | 27k | 116.28 | |
| Pfizer (PFE) | 1.4 | $2.8M | 82k | 34.67 | |
| Netflix (NFLX) | 1.3 | $2.7M | 11k | 254.30 | |
| JPMorgan Chase & Co. (JPM) | 1.2 | $2.5M | 23k | 108.79 | |
| Exxon Mobil Corporation (XOM) | 1.2 | $2.5M | 31k | 79.73 | |
| Berkshire Hathaway (BRK.B) | 1.1 | $2.4M | 12k | 196.84 | |
| Automatic Data Processing (ADP) | 1.0 | $2.1M | 19k | 114.07 | |
| Procter & Gamble Company (PG) | 1.0 | $2.1M | 26k | 81.05 | |
| Wells Fargo & Company (WFC) | 1.0 | $2.0M | 35k | 58.15 | |
| Spdr S&p 500 Etf (SPY) | 1.0 | $2.0M | 7.5k | 264.00 | |
| Adobe Systems Incorporated (ADBE) | 0.9 | $1.9M | 10k | 190.30 | |
| UnitedHealth (UNH) | 0.9 | $1.9M | 8.6k | 220.01 | |
| Ishares U S Etf Tr Short Matur sht mat bd etf (NEAR) | 0.9 | $1.9M | 37k | 50.18 | |
| Comcast Corporation (CMCSA) | 0.8 | $1.7M | 43k | 39.20 | |
| iShares Russell 1000 Growth Index (IWF) | 0.8 | $1.7M | 13k | 135.18 | |
| Vanguard Dividend Appreciation ETF (VIG) | 0.8 | $1.7M | 17k | 100.68 | |
| Travelers Companies (TRV) | 0.8 | $1.6M | 12k | 141.49 | |
| priceline.com Incorporated | 0.8 | $1.6M | 885.00 | 1825.99 | |
| SPDR S&P Dividend (SDY) | 0.8 | $1.6M | 18k | 90.91 | |
| Dowdupont | 0.8 | $1.6M | 24k | 67.84 | |
| Bristol Myers Squibb (BMY) | 0.8 | $1.6M | 26k | 60.95 | |
| Nike (NKE) | 0.8 | $1.6M | 24k | 64.38 | |
| Starbucks Corporation (SBUX) | 0.8 | $1.6M | 29k | 54.69 | |
| Oracle Corporation (ORCL) | 0.8 | $1.5M | 32k | 48.10 | |
| iShares S&P 500 Growth Index (IVW) | 0.8 | $1.6M | 10k | 153.37 | |
| Pepsi (PEP) | 0.7 | $1.5M | 14k | 114.46 | |
| Accenture (ACN) | 0.7 | $1.5M | 9.9k | 151.82 | |
| Walt Disney Company (DIS) | 0.7 | $1.4M | 14k | 104.71 | |
| Verizon Communications (VZ) | 0.7 | $1.4M | 27k | 50.49 | |
| International Business Machines (IBM) | 0.7 | $1.3M | 8.8k | 152.56 | |
| Citigroup (C) | 0.6 | $1.3M | 17k | 73.26 | |
| Zoetis Inc Cl A (ZTS) | 0.6 | $1.3M | 17k | 73.84 | |
| Coca-Cola Company (KO) | 0.6 | $1.2M | 27k | 44.88 | |
| United Technologies Corporation | 0.6 | $1.2M | 9.5k | 127.20 | |
| Amgen (AMGN) | 0.6 | $1.2M | 6.8k | 174.79 | |
| General Electric Company | 0.6 | $1.2M | 77k | 14.91 | |
| iShares Russell Midcap Index Fund (IWR) | 0.6 | $1.2M | 5.7k | 203.99 | |
| American Express Company (AXP) | 0.6 | $1.1M | 12k | 91.97 | |
| O'reilly Automotive (ORLY) | 0.5 | $1.1M | 4.4k | 246.49 | |
| Merck & Co (MRK) | 0.5 | $1.1M | 19k | 56.39 | |
| Boeing Company (BA) | 0.5 | $1.0M | 3.1k | 328.78 | |
| Texas Instruments Incorporated (TXN) | 0.5 | $1.0M | 9.8k | 104.23 | |
| salesforce (CRM) | 0.5 | $1.0M | 9.3k | 107.60 | |
| Align Technology (ALGN) | 0.5 | $1.0M | 4.2k | 242.42 | |
| Intel Corporation (INTC) | 0.5 | $1.0M | 23k | 44.50 | |
| Chubb (CB) | 0.5 | $991k | 6.7k | 147.32 | |
| At&t (T) | 0.5 | $982k | 27k | 36.65 | |
| Nextera Energy (NEE) | 0.5 | $979k | 6.3k | 154.32 | |
| BlackRock | 0.5 | $959k | 1.8k | 525.19 | |
| Honeywell International (HON) | 0.5 | $952k | 6.3k | 150.11 | |
| Dollar General (DG) | 0.4 | $881k | 9.2k | 95.83 | |
| iShares Barclays TIPS Bond Fund (TIP) | 0.4 | $886k | 7.9k | 112.75 | |
| Broad | 0.4 | $893k | 3.9k | 228.16 | |
| Cisco Systems (CSCO) | 0.4 | $863k | 22k | 38.77 | |
| Biogen Idec (BIIB) | 0.4 | $869k | 2.6k | 328.30 | |
| Gartner (IT) | 0.4 | $859k | 6.7k | 128.32 | |
| Deere & Company (DE) | 0.4 | $855k | 5.4k | 157.00 | |
| Regeneron Pharmaceuticals (REGN) | 0.4 | $812k | 2.4k | 332.11 | |
| Palo Alto Networks (PANW) | 0.4 | $806k | 5.3k | 153.47 | |
| United Parcel Service (UPS) | 0.4 | $779k | 6.9k | 113.33 | |
| American Tower Reit (AMT) | 0.4 | $795k | 5.6k | 142.04 | |
| Bank of America Corporation (BAC) | 0.4 | $760k | 25k | 30.25 | |
| Schwab U S Small Cap ETF (SCHA) | 0.4 | $771k | 11k | 67.80 | |
| Costco Wholesale Corporation (COST) | 0.3 | $700k | 3.8k | 182.72 | |
| Kimberly-Clark Corporation (KMB) | 0.3 | $709k | 6.3k | 111.94 | |
| Schlumberger (SLB) | 0.3 | $706k | 9.9k | 71.33 | |
| Delta Air Lines (DAL) | 0.3 | $676k | 13k | 52.52 | |
| Taiwan Semiconductor Mfg (TSM) | 0.3 | $639k | 15k | 42.98 | |
| Suntrust Banks Inc $1.00 Par Cmn | 0.3 | $638k | 9.6k | 66.33 | |
| Cohen & Steers Ltd Dur Pfd I (LDP) | 0.3 | $641k | 25k | 25.26 | |
| McDonald's Corporation (MCD) | 0.3 | $621k | 3.8k | 163.85 | |
| Chevron Corporation (CVX) | 0.3 | $627k | 6.3k | 100.00 | |
| PPG Industries (PPG) | 0.3 | $623k | 5.6k | 111.93 | |
| iShares Russell 1000 Value Index (IWD) | 0.3 | $591k | 4.9k | 121.11 | |
| iShares Russell Midcap Growth Idx. (IWP) | 0.3 | $577k | 4.8k | 120.43 | |
| Abbvie (ABBV) | 0.3 | $572k | 5.2k | 109.60 | |
| Bank of New York Mellon Corporation (BK) | 0.3 | $556k | 10k | 54.42 | |
| Schwab Strategic Tr us dividend eq (SCHD) | 0.3 | $567k | 11k | 49.93 | |
| Markel Corporation (MKL) | 0.3 | $538k | 495.00 | 1086.87 | |
| Time Warner | 0.2 | $517k | 5.4k | 95.48 | |
| Blackstone | 0.2 | $517k | 15k | 34.23 | |
| Waste Management (WM) | 0.2 | $518k | 6.3k | 81.73 | |
| SYSCO Corporation (SYY) | 0.2 | $509k | 8.9k | 57.50 | |
| Vanguard REIT ETF (VNQ) | 0.2 | $487k | 6.5k | 74.84 | |
| FedEx Corporation (FDX) | 0.2 | $483k | 1.9k | 248.71 | |
| Raytheon Company | 0.2 | $484k | 2.4k | 198.52 | |
| Lowe's Companies (LOW) | 0.2 | $475k | 4.9k | 97.66 | |
| Wal-Mart Stores (WMT) | 0.2 | $456k | 4.6k | 100.09 | |
| Roper Industries (ROP) | 0.2 | $449k | 1.7k | 266.94 | |
| Baidu (BIDU) | 0.2 | $448k | 2.0k | 225.47 | |
| Phillips 66 (PSX) | 0.2 | $452k | 4.7k | 95.26 | |
| Sap (SAP) | 0.2 | $425k | 4.0k | 105.83 | |
| Tesla Motors (TSLA) | 0.2 | $444k | 1.3k | 333.08 | |
| Medtronic (MDT) | 0.2 | $435k | 5.3k | 81.45 | |
| Paypal Holdings (PYPL) | 0.2 | $425k | 5.7k | 74.73 | |
| U.S. Bancorp (USB) | 0.2 | $406k | 7.4k | 54.62 | |
| International Paper Company (IP) | 0.2 | $415k | 7.0k | 59.43 | |
| Enbridge (ENB) | 0.2 | $406k | 12k | 34.39 | |
| iShares Russell 1000 Index (IWB) | 0.2 | $424k | 2.9k | 147.12 | |
| Ishares Tr core div grwth (DGRO) | 0.2 | $421k | 12k | 34.27 | |
| Allergan | 0.2 | $423k | 2.6k | 165.04 | |
| Health Care SPDR (XLV) | 0.2 | $393k | 4.7k | 83.12 | |
| AutoZone (AZO) | 0.2 | $384k | 525.00 | 731.43 | |
| iShares Dow Jones Select Dividend (DVY) | 0.2 | $402k | 4.2k | 95.19 | |
| Mondelez Int (MDLZ) | 0.2 | $403k | 9.2k | 43.93 | |
| Ecolab (ECL) | 0.2 | $366k | 2.8k | 132.18 | |
| Royal Dutch Shell | 0.2 | $381k | 5.8k | 65.89 | |
| Vanguard FTSE All-World ex-US ETF (VEU) | 0.2 | $367k | 6.7k | 54.40 | |
| Vanguard Mid-Cap Growth ETF (VOT) | 0.2 | $379k | 3.0k | 126.59 | |
| Wec Energy Group (WEC) | 0.2 | $382k | 6.2k | 61.22 | |
| Ameriprise Financial (AMP) | 0.2 | $346k | 2.2k | 160.41 | |
| Caterpillar (CAT) | 0.2 | $348k | 2.3k | 151.11 | |
| Northrop Grumman Corporation (NOC) | 0.2 | $348k | 1.1k | 321.92 | |
| Weyerhaeuser Company (WY) | 0.2 | $362k | 10k | 34.81 | |
| Williams Companies (WMB) | 0.2 | $345k | 12k | 29.45 | |
| MetLife (MET) | 0.2 | $356k | 7.8k | 45.92 | |
| Barclays Bank Plc 8.125% Non C p | 0.2 | $362k | 14k | 26.23 | |
| Anthem (ELV) | 0.2 | $351k | 1.5k | 230.47 | |
| Altria (MO) | 0.2 | $327k | 4.9k | 66.11 | |
| Colgate-Palmolive Company (CL) | 0.2 | $334k | 4.8k | 69.89 | |
| Philip Morris International (PM) | 0.2 | $329k | 3.3k | 98.77 | |
| Prudential Financial (PRU) | 0.2 | $328k | 3.0k | 110.77 | |
| Celgene Corporation | 0.2 | $327k | 3.5k | 93.67 | |
| Union Pacific Corporation (UNP) | 0.1 | $304k | 2.4k | 124.23 | |
| Analog Devices (ADI) | 0.1 | $317k | 3.7k | 85.33 | |
| iShares Russell 2000 Index (IWM) | 0.1 | $309k | 2.1k | 147.99 | |
| Canadian Natl Ry (CNI) | 0.1 | $293k | 3.8k | 77.08 | |
| Abbott Laboratories (ABT) | 0.1 | $285k | 4.9k | 58.67 | |
| Sensient Technologies Corporation (SXT) | 0.1 | $280k | 4.1k | 69.14 | |
| Berkshire Hathaway (BRK.A) | 0.1 | $296k | 1.00 | 296000.00 | |
| Banco Bilbao Vizcaya Argentaria SA (BBVA) | 0.1 | $285k | 33k | 8.75 | |
| American International (AIG) | 0.1 | $299k | 4.9k | 60.65 | |
| Vanguard Information Technology ETF (VGT) | 0.1 | $294k | 1.8k | 165.54 | |
| Vanguard Mid-Cap Value ETF (VOE) | 0.1 | $299k | 2.7k | 109.12 | |
| Johnson Controls International Plc equity (JCI) | 0.1 | $281k | 7.5k | 37.50 | |
| HSBC Holdings (HSBC) | 0.1 | $276k | 5.3k | 51.67 | |
| Norfolk Southern (NSC) | 0.1 | $275k | 2.0k | 138.61 | |
| Morgan Stanley (MS) | 0.1 | $261k | 5.0k | 52.46 | |
| CVS Caremark Corporation (CVS) | 0.1 | $259k | 3.5k | 73.37 | |
| Praxair | 0.1 | $275k | 1.8k | 150.27 | |
| Anheuser-Busch InBev NV (BUD) | 0.1 | $264k | 2.5k | 106.84 | |
| CHECK POINT SOFTWARE Technolog Com Stk (CHKP) | 0.1 | $269k | 2.7k | 100.90 | |
| Fresenius Medical Care AG & Co. (FMS) | 0.1 | $278k | 5.3k | 52.84 | |
| McCormick & Company, Incorporated (MKC) | 0.1 | $271k | 2.7k | 101.50 | |
| Spdr Ser Tr 1 3 hgh yield (BIL) | 0.1 | $261k | 2.9k | 91.32 | |
| Thermo Fisher Scientific (TMO) | 0.1 | $252k | 1.2k | 208.44 | |
| General Mills (GIS) | 0.1 | $241k | 4.5k | 53.99 | |
| Royal Dutch Shell | 0.1 | $249k | 3.9k | 64.56 | |
| Wisdomtree Us Smallcap Dividen mf (DGRS) | 0.1 | $254k | 7.5k | 33.82 | |
| Tcg Bdc (CGBD) | 0.1 | $247k | 14k | 17.38 | |
| PNC Financial Services (PNC) | 0.1 | $229k | 1.5k | 150.56 | |
| Dominion Resources (D) | 0.1 | $219k | 2.9k | 74.72 | |
| Aetna | 0.1 | $223k | 1.2k | 180.57 | |
| Lockheed Martin Corporation (LMT) | 0.1 | $218k | 648.00 | 336.42 | |
| eBay (EBAY) | 0.1 | $229k | 5.4k | 42.40 | |
| Banco Itau Holding Financeira (ITUB) | 0.1 | $228k | 15k | 15.46 | |
| BP (BP) | 0.1 | $209k | 5.3k | 39.71 | |
| Goldman Sachs (GS) | 0.1 | $204k | 819.00 | 249.08 | |
| Eli Lilly & Co. (LLY) | 0.1 | $204k | 2.6k | 77.57 | |
| NVIDIA Corporation (NVDA) | 0.1 | $214k | 1.0k | 213.57 | |
| ConocoPhillips (COP) | 0.1 | $213k | 3.8k | 55.99 | |
| Unilever (UL) | 0.1 | $208k | 3.9k | 53.87 | |
| Washington Prime (WB) | 0.1 | $212k | 1.8k | 117.71 | |
| Progressive Corporation (PGR) | 0.1 | $178k | 3.4k | 51.83 | |
| Charles Schwab Corporation (SCHW) | 0.1 | $178k | 3.5k | 51.42 | |
| Carnival Corporation (CCL) | 0.1 | $182k | 2.7k | 67.86 | |
| Tiffany & Co. | 0.1 | $181k | 1.8k | 100.56 | |
| McKesson Corporation (MCK) | 0.1 | $185k | 1.2k | 152.01 | |
| Red Hat | 0.1 | $184k | 1.4k | 126.98 | |
| Allstate Corporation (ALL) | 0.1 | $187k | 2.0k | 95.12 | |
| iShares MSCI EAFE Index Fund (EFA) | 0.1 | $188k | 2.7k | 69.37 | |
| Cintas Corporation (CTAS) | 0.1 | $178k | 1.1k | 156.14 | |
| Dollar Tree (DLTR) | 0.1 | $180k | 1.7k | 105.51 | |
| US Ecology | 0.1 | $190k | 4.0k | 47.50 | |
| Vanguard Emerging Markets ETF (VWO) | 0.1 | $187k | 4.0k | 46.63 | |
| Ishares Tr fltg rate nt (FLOT) | 0.1 | $184k | 3.6k | 51.08 | |
| Monsanto Company | 0.1 | $161k | 1.4k | 119.26 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $159k | 1.0k | 154.67 | |
| Akamai Technologies (AKAM) | 0.1 | $165k | 2.6k | 62.71 | |
| Emerson Electric (EMR) | 0.1 | $167k | 2.4k | 68.41 | |
| Anadarko Petroleum Corporation | 0.1 | $161k | 2.8k | 56.97 | |
| Halliburton Company (HAL) | 0.1 | $156k | 3.1k | 49.90 | |
| Shire | 0.1 | $156k | 1.2k | 130.65 | |
| General Dynamics Corporation (GD) | 0.1 | $167k | 789.00 | 211.66 | |
| Fifth Third Ban (FITB) | 0.1 | $172k | 5.4k | 31.62 | |
| Public Service Enterprise (PEG) | 0.1 | $167k | 3.4k | 48.94 | |
| Zimmer Holdings (ZBH) | 0.1 | $164k | 1.3k | 123.03 | |
| Fair Isaac Corporation (FICO) | 0.1 | $164k | 1.0k | 164.00 | |
| SPDR Gold Trust (GLD) | 0.1 | $160k | 1.3k | 126.88 | |
| iShares NASDAQ Biotechnology Index (IBB) | 0.1 | $174k | 1.6k | 106.88 | |
| Humana (HUM) | 0.1 | $159k | 597.00 | 266.33 | |
| Alexion Pharmaceuticals | 0.1 | $166k | 1.5k | 112.54 | |
| Technology SPDR (XLK) | 0.1 | $176k | 2.8k | 63.65 | |
| General Motors Company (GM) | 0.1 | $166k | 4.2k | 39.49 | |
| Te Connectivity Ltd for | 0.1 | $174k | 1.8k | 98.75 | |
| Wpp Plc- (WPP) | 0.1 | $168k | 2.0k | 85.98 | |
| Weatherford Intl Plc ord | 0.1 | $168k | 54k | 3.10 | |
| Caleres (CAL) | 0.1 | $167k | 6.0k | 27.83 | |
| ICICI Bank (IBN) | 0.1 | $141k | 14k | 10.04 | |
| CarMax (KMX) | 0.1 | $138k | 2.1k | 64.91 | |
| AFLAC Incorporated (AFL) | 0.1 | $155k | 1.8k | 86.35 | |
| Koninklijke Philips Electronics NV (PHG) | 0.1 | $138k | 3.7k | 37.54 | |
| Qualcomm (QCOM) | 0.1 | $152k | 2.5k | 61.84 | |
| Hershey Company (HSY) | 0.1 | $152k | 1.5k | 100.33 | |
| Amphenol Corporation (APH) | 0.1 | $141k | 1.6k | 88.12 | |
| Suncor Energy (SU) | 0.1 | $148k | 4.4k | 33.77 | |
| Consumer Discretionary SPDR (XLY) | 0.1 | $139k | 1.4k | 101.83 | |
| Clearbridge Energy M | 0.1 | $136k | 8.6k | 15.81 | |
| Vanguard European ETF (VGK) | 0.1 | $142k | 2.4k | 58.36 | |
| Vanguard High Dividend Yield ETF (VYM) | 0.1 | $144k | 1.7k | 83.53 | |
| Mosaic (MOS) | 0.1 | $150k | 6.0k | 24.82 | |
| Marathon Petroleum Corp (MPC) | 0.1 | $154k | 2.4k | 64.57 | |
| Duke Energy (DUK) | 0.1 | $155k | 2.0k | 76.05 | |
| Eaton (ETN) | 0.1 | $152k | 1.9k | 81.50 | |
| Pentair cs (PNR) | 0.1 | $137k | 2.0k | 68.33 | |
| Healthcare Tr Amer Inc cl a | 0.1 | $138k | 5.2k | 26.44 | |
| Westrock (WRK) | 0.1 | $142k | 2.2k | 63.88 | |
| Hp (HPQ) | 0.1 | $149k | 7.0k | 21.22 | |
| Hasbro (HAS) | 0.1 | $116k | 1.3k | 91.55 | |
| Moody's Corporation (MCO) | 0.1 | $121k | 800.00 | 151.25 | |
| ResMed (RMD) | 0.1 | $131k | 1.4k | 93.04 | |
| Carter's (CRI) | 0.1 | $128k | 1.1k | 117.65 | |
| Edwards Lifesciences (EW) | 0.1 | $127k | 1.0k | 127.00 | |
| J.B. Hunt Transport Services (JBHT) | 0.1 | $125k | 1.1k | 114.26 | |
| V.F. Corporation (VFC) | 0.1 | $125k | 1.6k | 78.32 | |
| Avery Dennison Corporation (AVY) | 0.1 | $117k | 1.0k | 113.59 | |
| Charles River Laboratories (CRL) | 0.1 | $117k | 1.2k | 100.09 | |
| SVB Financial (SIVBQ) | 0.1 | $121k | 515.00 | 234.95 | |
| Cooper Companies | 0.1 | $115k | 500.00 | 230.00 | |
| Masco Corporation (MAS) | 0.1 | $122k | 3.0k | 41.31 | |
| Mettler-Toledo International (MTD) | 0.1 | $128k | 202.00 | 633.66 | |
| AstraZeneca (AZN) | 0.1 | $126k | 3.7k | 33.83 | |
| Synopsys (SNPS) | 0.1 | $130k | 1.5k | 87.54 | |
| Kroger (KR) | 0.1 | $122k | 4.3k | 28.39 | |
| FactSet Research Systems (FDS) | 0.1 | $118k | 614.00 | 192.18 | |
| WABCO Holdings | 0.1 | $114k | 781.00 | 145.97 | |
| HDFC Bank (HDB) | 0.1 | $120k | 1.2k | 99.92 | |
| RPC (RES) | 0.1 | $115k | 5.9k | 19.64 | |
| Seagate Technology Com Stk | 0.1 | $115k | 2.3k | 49.83 | |
| Cognex Corporation (CGNX) | 0.1 | $125k | 2.2k | 56.43 | |
| IPG Photonics Corporation (IPGP) | 0.1 | $133k | 567.00 | 234.57 | |
| Raymond James Financial (RJF) | 0.1 | $125k | 1.4k | 89.80 | |
| Lennox International (LII) | 0.1 | $121k | 615.00 | 196.75 | |
| Texas Roadhouse (TXRH) | 0.1 | $123k | 2.2k | 55.26 | |
| Jack Henry & Associates (JKHY) | 0.1 | $128k | 1.1k | 117.54 | |
| iShares S&P 500 Value Index (IVE) | 0.1 | $125k | 1.1k | 111.31 | |
| Genpact (G) | 0.1 | $122k | 3.8k | 32.33 | |
| Vanguard Total Stock Market ETF (VTI) | 0.1 | $129k | 952.00 | 135.50 | |
| Vanguard Small-Cap ETF (VB) | 0.1 | $119k | 825.00 | 144.24 | |
| Ss&c Technologies Holding (SSNC) | 0.1 | $124k | 2.6k | 47.33 | |
| Pvh Corporation (PVH) | 0.1 | $127k | 865.00 | 146.82 | |
| Grifols S A Sponsored Adr R (GRFS) | 0.1 | $115k | 5.0k | 22.83 | |
| Eversource Energy (ES) | 0.1 | $122k | 2.1k | 58.35 | |
| Lci Industries (LCII) | 0.1 | $114k | 1.1k | 104.78 | |
| Copart (CPRT) | 0.1 | $108k | 2.6k | 41.88 | |
| Snap-on Incorporated (SNA) | 0.1 | $112k | 681.00 | 164.46 | |
| W.W. Grainger (GWW) | 0.1 | $98k | 387.00 | 253.23 | |
| Electronic Arts (EA) | 0.1 | $96k | 788.00 | 121.83 | |
| International Flavors & Fragrances (IFF) | 0.1 | $112k | 792.00 | 141.41 | |
| Barnes | 0.1 | $104k | 1.7k | 61.28 | |
| Rockwell Collins | 0.1 | $98k | 728.00 | 134.62 | |
| Diageo (DEO) | 0.1 | $102k | 753.00 | 135.46 | |
| Sanofi-Aventis SA (SNY) | 0.1 | $99k | 2.4k | 41.67 | |
| Alleghany Corporation | 0.1 | $112k | 188.00 | 595.74 | |
| Henry Schein (HSIC) | 0.1 | $108k | 1.5k | 72.05 | |
| Marriott International (MAR) | 0.1 | $110k | 806.00 | 136.48 | |
| Pool Corporation (POOL) | 0.1 | $111k | 860.00 | 129.07 | |
| Dr Pepper Snapple | 0.1 | $103k | 872.00 | 118.12 | |
| NewMarket Corporation (NEU) | 0.1 | $100k | 260.00 | 384.62 | |
| Quest Diagnostics Incorporated (DGX) | 0.1 | $111k | 1.1k | 100.09 | |
| Monolithic Power Systems (MPWR) | 0.1 | $112k | 1.0k | 109.38 | |
| Cambrex Corporation | 0.1 | $111k | 2.1k | 52.36 | |
| Church & Dwight (CHD) | 0.1 | $104k | 2.2k | 47.25 | |
| PowerShares QQQ Trust, Series 1 | 0.1 | $98k | 618.00 | 158.58 | |
| iShares Russell 2000 Growth Index (IWO) | 0.1 | $106k | 580.00 | 182.76 | |
| Camden Property Trust (CPT) | 0.1 | $100k | 1.2k | 80.78 | |
| Vanguard Mid-Cap ETF (VO) | 0.1 | $96k | 628.00 | 152.87 | |
| Alerian Mlp Etf | 0.1 | $107k | 9.8k | 10.97 | |
| First Republic Bank/san F (FRCB) | 0.1 | $101k | 1.2k | 87.83 | |
| WisdomTree Japan Total Dividend (DXJ) | 0.1 | $95k | 1.7k | 56.85 | |
| Allegion Plc equity (ALLE) | 0.1 | $105k | 1.3k | 79.49 | |
| Burlington Stores (BURL) | 0.1 | $106k | 935.00 | 113.37 | |
| Fidelity msci info tech i (FTEC) | 0.1 | $100k | 2.0k | 50.00 | |
| Mindbody | 0.1 | $99k | 3.0k | 33.00 | |
| Steris | 0.1 | $113k | 1.3k | 87.94 | |
| Hewlett Packard Enterprise (HPE) | 0.1 | $101k | 6.5k | 15.64 | |
| Yum China Holdings (YUMC) | 0.1 | $106k | 2.4k | 44.37 | |
| L3 Technologies | 0.1 | $110k | 552.00 | 199.28 | |
| Altaba | 0.1 | $102k | 1.4k | 72.86 | |
| Tenaris (TS) | 0.0 | $81k | 2.5k | 32.91 | |
| FirstEnergy (FE) | 0.0 | $80k | 2.5k | 31.77 | |
| Cardinal Health (CAH) | 0.0 | $92k | 1.4k | 64.61 | |
| Autodesk (ADSK) | 0.0 | $81k | 742.00 | 109.16 | |
| Fluor Corporation (FLR) | 0.0 | $75k | 1.3k | 56.10 | |
| iShares S&P 500 Index (IVV) | 0.0 | $85k | 319.00 | 266.46 | |
| Gilead Sciences (GILD) | 0.0 | $85k | 1.1k | 78.56 | |
| TJX Companies (TJX) | 0.0 | $91k | 1.2k | 75.90 | |
| Illinois Tool Works (ITW) | 0.0 | $90k | 560.00 | 160.71 | |
| Kellogg Company (K) | 0.0 | $91k | 1.4k | 64.27 | |
| Southwest Gas Corporation (SWX) | 0.0 | $88k | 1.3k | 69.68 | |
| Amdocs Ltd ord (DOX) | 0.0 | $81k | 1.2k | 64.85 | |
| Enterprise Products Partners (EPD) | 0.0 | $74k | 2.8k | 26.21 | |
| Key (KEY) | 0.0 | $89k | 4.3k | 20.64 | |
| Sasol (SSL) | 0.0 | $93k | 2.8k | 33.33 | |
| TrustCo Bank Corp NY | 0.0 | $84k | 9.9k | 8.49 | |
| Olympic Steel (ZEUS) | 0.0 | $85k | 4.0k | 21.25 | |
| iShares S&P MidCap 400 Index (IJH) | 0.0 | $82k | 442.00 | 185.52 | |
| ROYAL BK SCOTLAND Group Plc sp adr pref s | 0.0 | $77k | 3.0k | 25.67 | |
| Schwab Strategic Tr cmn (SCHV) | 0.0 | $86k | 1.6k | 53.75 | |
| Ishares High Dividend Equity F (HDV) | 0.0 | $78k | 900.00 | 86.67 | |
| Blackrock Util & Infrastrctu (BUI) | 0.0 | $74k | 3.5k | 20.98 | |
| stock | 0.0 | $87k | 976.00 | 89.14 | |
| Clearbridge Energy M | 0.0 | $91k | 7.4k | 12.29 | |
| Cdk Global Inc equities | 0.0 | $75k | 1.1k | 68.12 | |
| Ionis Pharmaceuticals (IONS) | 0.0 | $77k | 1.6k | 48.92 | |
| Dentsply Sirona (XRAY) | 0.0 | $80k | 1.4k | 58.35 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 0.0 | $77k | 208.00 | 370.19 | |
| Lamb Weston Hldgs (LW) | 0.0 | $92k | 1.6k | 56.62 | |
| Dxc Technology (DXC) | 0.0 | $78k | 815.00 | 95.71 | |
| Broadridge Financial Solutions (BR) | 0.0 | $72k | 800.00 | 90.00 | |
| Leucadia National | 0.0 | $67k | 2.7k | 24.81 | |
| Nasdaq Omx (NDAQ) | 0.0 | $59k | 762.00 | 77.43 | |
| Consolidated Edison (ED) | 0.0 | $55k | 709.00 | 77.57 | |
| Nucor Corporation (NUE) | 0.0 | $58k | 935.00 | 62.03 | |
| Western Digital (WDC) | 0.0 | $58k | 715.00 | 81.12 | |
| Yum! Brands (YUM) | 0.0 | $60k | 750.00 | 80.00 | |
| Target Corporation (TGT) | 0.0 | $53k | 745.00 | 71.14 | |
| Unilever | 0.0 | $66k | 1.2k | 55.23 | |
| Total (TTE) | 0.0 | $69k | 1.3k | 54.16 | |
| Dillard's (DDS) | 0.0 | $61k | 1.0k | 61.00 | |
| American National Insurance Company | 0.0 | $60k | 500.00 | 120.00 | |
| Pioneer Natural Resources | 0.0 | $62k | 362.00 | 171.27 | |
| Syntel | 0.0 | $64k | 3.0k | 21.33 | |
| Chipotle Mexican Grill (CMG) | 0.0 | $58k | 194.00 | 298.97 | |
| DTE Energy Company (DTE) | 0.0 | $61k | 600.00 | 101.67 | |
| Intuit (INTU) | 0.0 | $67k | 425.00 | 157.65 | |
| Southwest Airlines (LUV) | 0.0 | $72k | 1.3k | 57.32 | |
| Textron (TXT) | 0.0 | $57k | 1.0k | 57.00 | |
| British American Tobac (BTI) | 0.0 | $55k | 872.00 | 63.07 | |
| VMware | 0.0 | $63k | 545.00 | 115.60 | |
| iShares S&P 100 Index (OEF) | 0.0 | $59k | 500.00 | 118.00 | |
| Utilities SPDR (XLU) | 0.0 | $64k | 1.3k | 49.23 | |
| iShares iBoxx $ High Yid Corp Bond (HYG) | 0.0 | $72k | 838.00 | 85.92 | |
| Nxp Semiconductors N V (NXPI) | 0.0 | $58k | 490.00 | 118.37 | |
| Motorola Solutions (MSI) | 0.0 | $70k | 688.00 | 101.74 | |
| Vanguard Consumer Discretionary ETF (VCR) | 0.0 | $66k | 415.00 | 159.04 | |
| SPDR Barclays Cptl Shrt Term Corp Bd ETF (SPSB) | 0.0 | $56k | 1.8k | 30.53 | |
| Western Asset Municipal D Opp Trust | 0.0 | $71k | 3.4k | 20.88 | |
| Schwab U S Large Cap Growth ETF (SCHG) | 0.0 | $66k | 934.00 | 70.66 | |
| Stone Hbr Emerg Mrkts (EDF) | 0.0 | $52k | 3.3k | 15.61 | |
| Clearbridge Energy Mlp Opp F | 0.0 | $55k | 4.5k | 12.13 | |
| Ishares Tr usa min vo (USMV) | 0.0 | $65k | 1.3k | 51.79 | |
| Ishares Inc em mkt min vol (EEMV) | 0.0 | $66k | 1.1k | 61.22 | |
| Express Scripts Holding | 0.0 | $60k | 811.00 | 73.98 | |
| Ishares Inc core msci emkt (IEMG) | 0.0 | $70k | 1.2k | 56.86 | |
| 0.0 | $64k | 2.6k | 25.09 | ||
| Alibaba Group Holding (BABA) | 0.0 | $61k | 340.00 | 179.41 | |
| Iron Mountain (IRM) | 0.0 | $60k | 1.8k | 32.97 | |
| Kraft Heinz (KHC) | 0.0 | $60k | 807.00 | 74.35 | |
| Loews Corporation (L) | 0.0 | $43k | 900.00 | 47.78 | |
| America Movil Sab De Cv spon adr l | 0.0 | $49k | 2.7k | 18.05 | |
| Ansys (ANSS) | 0.0 | $42k | 270.00 | 155.56 | |
| Corning Incorporated (GLW) | 0.0 | $36k | 1.2k | 30.00 | |
| First Financial Ban (FFBC) | 0.0 | $33k | 1.2k | 27.48 | |
| Devon Energy Corporation (DVN) | 0.0 | $41k | 1.0k | 39.08 | |
| Via | 0.0 | $35k | 1.1k | 31.31 | |
| Citrix Systems | 0.0 | $40k | 447.00 | 89.49 | |
| Cummins (CMI) | 0.0 | $32k | 180.00 | 177.78 | |
| Paychex (PAYX) | 0.0 | $38k | 596.00 | 63.76 | |
| National-Oilwell Var | 0.0 | $32k | 958.00 | 33.40 | |
| Becton, Dickinson and (BDX) | 0.0 | $51k | 225.00 | 226.67 | |
| BB&T Corporation | 0.0 | $44k | 824.00 | 53.40 | |
| Capital One Financial (COF) | 0.0 | $40k | 417.00 | 95.92 | |
| Hess (HES) | 0.0 | $38k | 844.00 | 45.02 | |
| Liberty Media | 0.0 | $44k | 1.6k | 27.45 | |
| Marsh & McLennan Companies (MMC) | 0.0 | $44k | 530.00 | 83.02 | |
| Occidental Petroleum Corporation (OXY) | 0.0 | $34k | 473.00 | 71.88 | |
| Stryker Corporation (SYK) | 0.0 | $38k | 248.00 | 153.23 | |
| Ca | 0.0 | $41k | 1.2k | 33.74 | |
| Freeport-McMoRan Copper & Gold (FCX) | 0.0 | $49k | 2.8k | 17.56 | |
| PG&E Corporation (PCG) | 0.0 | $33k | 828.00 | 39.86 | |
| Alliance Data Systems Corporation (BFH) | 0.0 | $48k | 200.00 | 240.00 | |
| Energy Select Sector SPDR (XLE) | 0.0 | $37k | 530.00 | 69.81 | |
| Dolby Laboratories (DLB) | 0.0 | $45k | 731.00 | 61.56 | |
| Energy Transfer Equity (ET) | 0.0 | $38k | 2.2k | 17.16 | |
| Alliant Energy Corporation (LNT) | 0.0 | $37k | 965.00 | 38.34 | |
| Oge Energy Corp (OGE) | 0.0 | $43k | 1.4k | 30.67 | |
| Aqua America | 0.0 | $51k | 1.5k | 34.37 | |
| iShares Russell 3000 Index (IWV) | 0.0 | $37k | 236.00 | 156.78 | |
| Rydex S&P Equal Weight ETF | 0.0 | $36k | 365.00 | 98.63 | |
| iShares Dow Jones US Consumer Goods (IYK) | 0.0 | $36k | 300.00 | 120.00 | |
| SPDR S&P Biotech (XBI) | 0.0 | $39k | 440.00 | 88.64 | |
| iShares S&P SmallCap 600 Growth (IJT) | 0.0 | $42k | 254.00 | 165.35 | |
| iShares Dow Jones US Financial Svc. (IYG) | 0.0 | $44k | 335.00 | 131.34 | |
| Vanguard Telecommunication Services ETF (VOX) | 0.0 | $44k | 500.00 | 88.00 | |
| WisdomTree MidCap Dividend Fund (DON) | 0.0 | $46k | 1.4k | 33.70 | |
| iShares Dow Jones US Insurance Index ETF (IAK) | 0.0 | $36k | 550.00 | 65.45 | |
| Wisdomtree Tr intl hedge eqt (HEDJ) | 0.0 | $46k | 744.00 | 61.83 | |
| Apollo Global Management 'a' | 0.0 | $48k | 1.4k | 34.29 | |
| Cbre Group Inc Cl A (CBRE) | 0.0 | $49k | 1.2k | 42.06 | |
| Expedia (EXPE) | 0.0 | $32k | 252.00 | 126.98 | |
| Marriott Vacations Wrldwde Cp (VAC) | 0.0 | $33k | 232.00 | 142.24 | |
| Blackstone Gso Strategic (BGB) | 0.0 | $46k | 3.0k | 15.49 | |
| Fcb Financial Holdings-cl A | 0.0 | $47k | 878.00 | 53.53 | |
| Energizer Holdings (ENR) | 0.0 | $34k | 610.00 | 55.74 | |
| Edgewell Pers Care (EPC) | 0.0 | $33k | 638.00 | 51.72 | |
| Teladoc (TDOC) | 0.0 | $34k | 1.0k | 34.00 | |
| Cable One (CABO) | 0.0 | $35k | 50.00 | 700.00 | |
| Aimmune Therapeutics | 0.0 | $35k | 1.0k | 35.00 | |
| Adient (ADNT) | 0.0 | $39k | 631.00 | 61.81 | |
| Bioverativ Inc Com equity | 0.0 | $36k | 352.00 | 102.27 | |
| Huntington Bancshares Incorporated (HBAN) | 0.0 | $23k | 1.5k | 15.33 | |
| China Mobile | 0.0 | $18k | 366.00 | 49.18 | |
| Annaly Capital Management | 0.0 | $22k | 2.1k | 10.45 | |
| Cme (CME) | 0.0 | $29k | 186.00 | 155.91 | |
| PennyMac Mortgage Investment Trust (PMT) | 0.0 | $12k | 770.00 | 15.58 | |
| State Street Corporation (STT) | 0.0 | $19k | 181.00 | 104.97 | |
| TD Ameritrade Holding | 0.0 | $27k | 500.00 | 54.00 | |
| Equifax (EFX) | 0.0 | $24k | 200.00 | 120.00 | |
| Baxter International (BAX) | 0.0 | $19k | 296.00 | 64.19 | |
| Teva Pharmaceutical Industries (TEVA) | 0.0 | $11k | 580.00 | 18.97 | |
| CBS Corporation | 0.0 | $18k | 329.00 | 54.71 | |
| Brookfield Asset Management | 0.0 | $13k | 337.00 | 38.58 | |
| KB Home (KBH) | 0.0 | $18k | 600.00 | 30.00 | |
| Bed Bath & Beyond | 0.0 | $18k | 860.00 | 20.93 | |
| Digital Realty Trust (DLR) | 0.0 | $16k | 150.00 | 106.67 | |
| Mattel (MAT) | 0.0 | $20k | 1.2k | 16.39 | |
| Nuance Communications | 0.0 | $21k | 1.3k | 16.68 | |
| Polaris Industries (PII) | 0.0 | $16k | 150.00 | 106.67 | |
| T. Rowe Price (TROW) | 0.0 | $12k | 117.00 | 102.56 | |
| Dun & Bradstreet Corporation | 0.0 | $23k | 200.00 | 115.00 | |
| Molson Coors Brewing Company (TAP) | 0.0 | $18k | 236.00 | 76.27 | |
| Harley-Davidson (HOG) | 0.0 | $29k | 622.00 | 46.62 | |
| Las Vegas Sands (LVS) | 0.0 | $14k | 200.00 | 70.00 | |
| Whirlpool Corporation (WHR) | 0.0 | $19k | 111.00 | 171.17 | |
| Coherent | 0.0 | $15k | 61.00 | 245.90 | |
| SkyWest (SKYW) | 0.0 | $22k | 413.00 | 53.27 | |
| Tetra Tech (TTEK) | 0.0 | $17k | 348.00 | 48.85 | |
| Eastman Chemical Company (EMN) | 0.0 | $28k | 293.00 | 95.56 | |
| Interpublic Group of Companies (IPG) | 0.0 | $20k | 960.00 | 20.83 | |
| Campbell Soup Company (CPB) | 0.0 | $20k | 450.00 | 44.44 | |
| Helmerich & Payne (HP) | 0.0 | $14k | 200.00 | 70.00 | |
| Air Products & Chemicals (APD) | 0.0 | $22k | 139.00 | 158.27 | |
| Goodyear Tire & Rubber Company (GT) | 0.0 | $24k | 728.00 | 32.97 | |
| Arrow Electronics (ARW) | 0.0 | $16k | 200.00 | 80.00 | |
| American Electric Power Company (AEP) | 0.0 | $30k | 455.00 | 65.93 | |
| Ford Motor Company (F) | 0.0 | $22k | 2.2k | 10.23 | |
| KB Financial (KB) | 0.0 | $16k | 259.00 | 61.78 | |
| Exelon Corporation (EXC) | 0.0 | $31k | 845.00 | 36.69 | |
| Canadian Natural Resources (CNQ) | 0.0 | $16k | 500.00 | 32.00 | |
| Buckeye Partners | 0.0 | $23k | 450.00 | 51.11 | |
| Southern Company (SO) | 0.0 | $22k | 500.00 | 44.00 | |
| Novo Nordisk A/S (NVO) | 0.0 | $24k | 491.00 | 48.88 | |
| Clorox Company (CLX) | 0.0 | $16k | 125.00 | 128.00 | |
| Prestige Brands Holdings (PBH) | 0.0 | $12k | 345.00 | 34.78 | |
| Discovery Communications | 0.0 | $30k | 1.3k | 22.88 | |
| Big Lots (BIGGQ) | 0.0 | $21k | 381.00 | 55.12 | |
| East West Ban (EWBC) | 0.0 | $19k | 300.00 | 63.33 | |
| Bce (BCE) | 0.0 | $22k | 500.00 | 44.00 | |
| Primerica (PRI) | 0.0 | $21k | 219.00 | 95.89 | |
| CNA Financial Corporation (CNA) | 0.0 | $14k | 275.00 | 50.91 | |
| Gray Television (GTN) | 0.0 | $18k | 1.2k | 15.41 | |
| NetEase (NTES) | 0.0 | $15k | 48.00 | 312.50 | |
| Central Garden & Pet (CENT) | 0.0 | $16k | 432.00 | 37.04 | |
| Micron Technology (MU) | 0.0 | $16k | 416.00 | 38.46 | |
| AMN Healthcare Services (AMN) | 0.0 | $23k | 441.00 | 52.15 | |
| Juniper Networks (JNPR) | 0.0 | $16k | 650.00 | 24.62 | |
| Invesco (IVZ) | 0.0 | $20k | 606.00 | 33.00 | |
| Estee Lauder Companies (EL) | 0.0 | $27k | 198.00 | 136.36 | |
| Advanced Energy Industries (AEIS) | 0.0 | $18k | 269.00 | 66.91 | |
| Celanese Corporation (CE) | 0.0 | $21k | 205.00 | 102.44 | |
| Ferro Corporation | 0.0 | $19k | 866.00 | 21.94 | |
| Kulicke and Soffa Industries (KLIC) | 0.0 | $16k | 779.00 | 20.54 | |
| Transcanada Corp | 0.0 | $11k | 250.00 | 44.00 | |
| Western Alliance Bancorporation (WAL) | 0.0 | $23k | 393.00 | 58.52 | |
| Apogee Enterprises (APOG) | 0.0 | $17k | 415.00 | 40.96 | |
| MKS Instruments (MKSI) | 0.0 | $20k | 193.00 | 103.63 | |
| On Assignment | 0.0 | $29k | 395.00 | 73.42 | |
| PolyOne Corporation | 0.0 | $21k | 505.00 | 41.58 | |
| Air Transport Services (ATSG) | 0.0 | $19k | 804.00 | 23.63 | |
| Columbia Sportswear Company (COLM) | 0.0 | $20k | 279.00 | 71.68 | |
| Euronet Worldwide (EEFT) | 0.0 | $19k | 220.00 | 86.36 | |
| Bottomline Technologies | 0.0 | $22k | 617.00 | 35.66 | |
| Lithia Motors (LAD) | 0.0 | $17k | 151.00 | 112.58 | |
| Plains All American Pipeline (PAA) | 0.0 | $12k | 600.00 | 20.00 | |
| Renasant (RNST) | 0.0 | $19k | 464.00 | 40.95 | |
| Rogers Corporation (ROG) | 0.0 | $18k | 114.00 | 157.89 | |
| TC Pipelines | 0.0 | $22k | 425.00 | 51.76 | |
| Terex Corporation (TEX) | 0.0 | $13k | 300.00 | 43.33 | |
| TTM Technologies (TTMI) | 0.0 | $18k | 1.2k | 15.45 | |
| Universal Insurance Holdings (UVE) | 0.0 | $22k | 778.00 | 28.28 | |
| Cimarex Energy | 0.0 | $11k | 100.00 | 110.00 | |
| BorgWarner (BWA) | 0.0 | $19k | 357.00 | 53.22 | |
| Chesapeake Utilities Corporation (CPK) | 0.0 | $20k | 292.00 | 68.49 | |
| Cree | 0.0 | $24k | 762.00 | 31.50 | |
| CRH | 0.0 | $30k | 867.00 | 34.60 | |
| CenterState Banks | 0.0 | $23k | 869.00 | 26.47 | |
| HMS Holdings | 0.0 | $15k | 933.00 | 16.08 | |
| Stifel Financial (SF) | 0.0 | $24k | 394.00 | 60.91 | |
| A. O. Smith Corporation (AOS) | 0.0 | $18k | 291.00 | 61.86 | |
| Berkshire Hills Ban (BBT) | 0.0 | $21k | 568.00 | 36.97 | |
| Callon Pete Co Del Com Stk | 0.0 | $17k | 1.5k | 11.34 | |
| Comfort Systems USA (FIX) | 0.0 | $23k | 562.00 | 40.93 | |
| Marcus Corporation (MCS) | 0.0 | $18k | 704.00 | 25.57 | |
| Merit Medical Systems (MMSI) | 0.0 | $18k | 413.00 | 43.58 | |
| MasTec (MTZ) | 0.0 | $19k | 374.00 | 50.80 | |
| Rockwell Automation (ROK) | 0.0 | $18k | 97.00 | 185.57 | |
| Imax Corp Cad (IMAX) | 0.0 | $20k | 1.0k | 20.00 | |
| Lydall | 0.0 | $16k | 349.00 | 45.85 | |
| Woodward Governor Company (WWD) | 0.0 | $20k | 250.00 | 80.00 | |
| Monmouth R.E. Inv | 0.0 | $16k | 1.0k | 15.94 | |
| First Merchants Corporation (FRME) | 0.0 | $21k | 497.00 | 42.25 | |
| BofI Holding | 0.0 | $17k | 500.00 | 34.00 | |
| Manulife Finl Corp (MFC) | 0.0 | $20k | 1.0k | 19.61 | |
| Vanguard Financials ETF (VFH) | 0.0 | $26k | 375.00 | 69.33 | |
| iShares IBoxx $ Invest Grade Corp Bd (LQD) | 0.0 | $27k | 225.00 | 120.00 | |
| iShares Russell 2000 Value Index (IWN) | 0.0 | $27k | 222.00 | 121.62 | |
| Masimo Corporation (MASI) | 0.0 | $16k | 180.00 | 88.89 | |
| Pinnacle West Capital Corporation (PNW) | 0.0 | $20k | 266.00 | 75.19 | |
| Consumer Staples Select Sect. SPDR (XLP) | 0.0 | $16k | 300.00 | 53.33 | |
| Financial Select Sector SPDR (XLF) | 0.0 | $29k | 1.0k | 28.18 | |
| Shutterfly | 0.0 | $14k | 200.00 | 70.00 | |
| SPDR Dow Jones Industrial Average ETF (DIA) | 0.0 | $11k | 44.00 | 250.00 | |
| Vanguard Europe Pacific ETF (VEA) | 0.0 | $27k | 608.00 | 44.41 | |
| Web | 0.0 | $17k | 750.00 | 22.67 | |
| iShares Silver Trust (SLV) | 0.0 | $13k | 800.00 | 16.25 | |
| Ironwood Pharmaceuticals (IRWD) | 0.0 | $30k | 2.3k | 13.33 | |
| Corcept Therapeutics Incorporated (CORT) | 0.0 | $15k | 862.00 | 17.40 | |
| LogMeIn | 0.0 | $11k | 88.00 | 125.00 | |
| iShares Dow Jones US Utilities (IDU) | 0.0 | $31k | 250.00 | 124.00 | |
| KKR & Co | 0.0 | $22k | 1.0k | 22.00 | |
| RealPage | 0.0 | $20k | 434.00 | 46.08 | |
| iShares S&P SmallCap 600 Index (IJR) | 0.0 | $31k | 416.00 | 74.52 | |
| EXACT Sciences Corporation (EXAS) | 0.0 | $24k | 500.00 | 48.00 | |
| Vanguard Growth ETF (VUG) | 0.0 | $16k | 115.00 | 139.13 | |
| Vanguard Small-Cap Growth ETF (VBK) | 0.0 | $20k | 126.00 | 158.73 | |
| BlackRock Enhanced Capital and Income (CII) | 0.0 | $30k | 1.9k | 15.67 | |
| Industries N shs - a - (LYB) | 0.0 | $27k | 249.00 | 108.43 | |
| Bridge Ban | 0.0 | $29k | 900.00 | 32.22 | |
| CoreSite Realty | 0.0 | $17k | 162.00 | 104.94 | |
| First Ban (FBNC) | 0.0 | $21k | 583.00 | 36.02 | |
| Ligand Pharmaceuticals In (LGND) | 0.0 | $25k | 166.00 | 150.60 | |
| iShares Lehman 1-3 Year Treas.Bond (SHY) | 0.0 | $19k | 225.00 | 84.44 | |
| Vanguard Extended Market ETF (VXF) | 0.0 | $16k | 150.00 | 106.67 | |
| iShares Lehman Short Treasury Bond (SHV) | 0.0 | $22k | 197.00 | 111.68 | |
| iShares Dow Jones US Energy Sector (IYE) | 0.0 | $11k | 300.00 | 36.67 | |
| iShares S&P Global Energy Sector (IXC) | 0.0 | $21k | 600.00 | 35.00 | |
| iShares S&P NA Tec.-SW. Idx. Fund (IGV) | 0.0 | $22k | 135.00 | 162.96 | |
| SPDR DJ Wilshire Small Cap Growth (SLYG) | 0.0 | $22k | 100.00 | 220.00 | |
| Blackstone Gso Flting Rte Fu (BSL) | 0.0 | $27k | 1.5k | 18.00 | |
| iShares Dow Jones US Reg Banks Ind. (IAT) | 0.0 | $28k | 550.00 | 50.91 | |
| PowerShares S&P 500 Hgh Qlty Prtfl | 0.0 | $15k | 500.00 | 30.00 | |
| Vanguard Consumer Staples ETF (VDC) | 0.0 | $28k | 200.00 | 140.00 | |
| PowerShares Dynamic Mid Cap Growth | 0.0 | $14k | 334.00 | 41.92 | |
| Rydex S&P Equal Weight Technology | 0.0 | $29k | 200.00 | 145.00 | |
| WisdomTree SmallCap Dividend Fund (DES) | 0.0 | $20k | 750.00 | 26.67 | |
| Schwab U S Broad Market ETF (SCHB) | 0.0 | $21k | 322.00 | 65.22 | |
| Patrick Industries (PATK) | 0.0 | $24k | 404.00 | 59.41 | |
| Claymore/zacks Mid-cap Core Etf cmn | 0.0 | $25k | 385.00 | 64.94 | |
| Vanguard Admiral Fds Inc equity (VOOV) | 0.0 | $19k | 175.00 | 108.57 | |
| Kinder Morgan (KMI) | 0.0 | $24k | 1.4k | 16.91 | |
| Preferred Apartment Communitie | 0.0 | $13k | 856.00 | 15.19 | |
| Apollo Sr Floating Rate Fd I (AFT) | 0.0 | $20k | 1.2k | 16.21 | |
| Stag Industrial (STAG) | 0.0 | $14k | 603.00 | 23.22 | |
| Amc Networks Inc Cl A (AMCX) | 0.0 | $16k | 326.00 | 49.08 | |
| Fortune Brands (FBIN) | 0.0 | $23k | 360.00 | 63.89 | |
| Michael Kors Holdings | 0.0 | $16k | 250.00 | 64.00 | |
| Ishares Inc ctr wld minvl (ACWV) | 0.0 | $29k | 350.00 | 82.86 | |
| Powershares Etf Tr Ii cmn | 0.0 | $11k | 200.00 | 55.00 | |
| Matador Resources (MTDR) | 0.0 | $18k | 585.00 | 30.77 | |
| Guidewire Software (GWRE) | 0.0 | $30k | 400.00 | 75.00 | |
| Supernus Pharmaceuticals (SUPN) | 0.0 | $17k | 453.00 | 37.53 | |
| Five Below (FIVE) | 0.0 | $22k | 350.00 | 62.86 | |
| Wright Express (WEX) | 0.0 | $29k | 200.00 | 145.00 | |
| Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 0.0 | $17k | 266.00 | 63.91 | |
| Tetraphase Pharmaceuticals | 0.0 | $11k | 2.2k | 5.00 | |
| Doubleline Income Solutions (DSL) | 0.0 | $20k | 1.0k | 20.00 | |
| Armada Hoffler Pptys (AHH) | 0.0 | $16k | 1.2k | 13.72 | |
| Twenty-first Century Fox | 0.0 | $22k | 617.00 | 35.66 | |
| Tableau Software Inc Cl A | 0.0 | $16k | 200.00 | 80.00 | |
| Biotelemetry | 0.0 | $22k | 708.00 | 31.07 | |
| Biosante Pharmaceuticals (ANIP) | 0.0 | $18k | 316.00 | 56.96 | |
| Phillips 66 Partners | 0.0 | $12k | 240.00 | 50.00 | |
| Sterling Bancorp | 0.0 | $22k | 939.00 | 23.43 | |
| Clearbridge Amern Energ M | 0.0 | $31k | 3.6k | 8.70 | |
| Intercontinental Exchange (ICE) | 0.0 | $18k | 250.00 | 72.00 | |
| Sirius Xm Holdings | 0.0 | $16k | 2.7k | 6.04 | |
| Graham Hldgs (GHC) | 0.0 | $29k | 50.00 | 580.00 | |
| Trinet (TNET) | 0.0 | $19k | 450.00 | 42.22 | |
| Voya Global Eq Div & Pr Opp (IGD) | 0.0 | $11k | 1.5k | 7.33 | |
| Ishares Tr hdg msci eafe (HEFA) | 0.0 | $11k | 400.00 | 27.50 | |
| Now (DNOW) | 0.0 | $15k | 1.4k | 10.62 | |
| Spdr Index Shs Fds eur stoxx smcp | 0.0 | $16k | 250.00 | 64.00 | |
| Claymore Exchange Trd Fd Tr 2024 corp bond | 0.0 | $26k | 1.3k | 20.23 | |
| Halyard Health | 0.0 | $25k | 530.00 | 47.17 | |
| Crown Castle Intl (CCI) | 0.0 | $30k | 271.00 | 110.70 | |
| Dbv Technologies S A | 0.0 | $18k | 800.00 | 22.50 | |
| Chimera Investment Corp etf | 0.0 | $20k | 1.2k | 16.14 | |
| Topbuild (BLD) | 0.0 | $18k | 258.00 | 69.77 | |
| Chemours (CC) | 0.0 | $31k | 669.00 | 46.34 | |
| Nielsen Hldgs Plc Shs Eur | 0.0 | $27k | 748.00 | 36.10 | |
| Lumentum Hldgs (LITE) | 0.0 | $17k | 395.00 | 43.04 | |
| Blue Buffalo Pet Prods | 0.0 | $21k | 644.00 | 32.61 | |
| Legg Mason Etf Equity Tr low divi etf (LVHD) | 0.0 | $30k | 1.0k | 30.00 | |
| Liberty Media Corp Delaware Com C Siriusxm | 0.0 | $22k | 502.00 | 43.82 | |
| Ingevity (NGVT) | 0.0 | $26k | 369.00 | 70.46 | |
| Ishares Inc msci em esg se (ESGE) | 0.0 | $13k | 170.00 | 76.47 | |
| Dell Technologies Inc Class V equity | 0.0 | $14k | 208.00 | 67.31 | |
| Advansix (ASIX) | 0.0 | $21k | 556.00 | 37.77 | |
| Energy Transfer Partners | 0.0 | $14k | 750.00 | 18.67 | |
| Brighthouse Finl (BHF) | 0.0 | $11k | 185.00 | 59.46 | |
| Micro Focus Intl | 0.0 | $25k | 884.00 | 28.28 | |
| Tapestry (TPR) | 0.0 | $13k | 295.00 | 44.07 | |
| Delphi Automotive Inc international | 0.0 | $15k | 170.00 | 88.24 | |
| Covanta Holding Corporation | 0.0 | $5.0k | 319.00 | 15.67 | |
| Cognizant Technology Solutions (CTSH) | 0.0 | $2.0k | 24.00 | 83.33 | |
| Mobile TeleSystems OJSC | 0.0 | $10k | 834.00 | 11.99 | |
| Grupo Televisa (TV) | 0.0 | $2.0k | 102.00 | 19.61 | |
| BHP Billiton | 0.0 | $3.0k | 60.00 | 50.00 | |
| Infosys Technologies (INFY) | 0.0 | $7.0k | 419.00 | 16.71 | |
| Cnooc | 0.0 | $5.0k | 32.00 | 156.25 | |
| Turkcell Iletisim Hizmetleri A.S. (TKC) | 0.0 | $5.0k | 486.00 | 10.29 | |
| Hartford Financial Services (HIG) | 0.0 | $7.0k | 131.00 | 53.44 | |
| Starwood Property Trust (STWD) | 0.0 | $6.0k | 300.00 | 20.00 | |
| Western Union Company (WU) | 0.0 | $4.0k | 184.00 | 21.74 | |
| Signature Bank (SBNY) | 0.0 | $5.0k | 33.00 | 151.52 | |
| Fidelity National Information Services (FIS) | 0.0 | $9.0k | 93.00 | 96.77 | |
| Discover Financial Services | 0.0 | $5.0k | 67.00 | 74.63 | |
| People's United Financial | 0.0 | $8.0k | 415.00 | 19.28 | |
| Coca-Cola FEMSA, S.A.B. de C.V. (KOF) | 0.0 | $1.0k | 7.00 | 142.86 | |
| Archer Daniels Midland Company (ADM) | 0.0 | $4.0k | 100.00 | 40.00 | |
| Great Plains Energy Incorporated | 0.0 | $9.0k | 320.00 | 28.12 | |
| Cameco Corporation (CCJ) | 0.0 | $1.0k | 100.00 | 10.00 | |
| Franklin Resources (BEN) | 0.0 | $4.0k | 92.00 | 43.48 | |
| Hillenbrand (HI) | 0.0 | $3.0k | 79.00 | 37.97 | |
| Host Hotels & Resorts (HST) | 0.0 | $2.0k | 110.00 | 18.18 | |
| Kohl's Corporation (KSS) | 0.0 | $6.0k | 95.00 | 63.16 | |
| Newmont Mining Corporation (NEM) | 0.0 | $3.0k | 80.00 | 37.50 | |
| Public Storage (PSA) | 0.0 | $2.0k | 12.00 | 166.67 | |
| Stanley Black & Decker (SWK) | 0.0 | $9.0k | 57.00 | 157.89 | |
| Teradata Corporation (TDC) | 0.0 | $4.0k | 100.00 | 40.00 | |
| Trimble Navigation (TRMB) | 0.0 | $2.0k | 38.00 | 52.63 | |
| Transocean (RIG) | 0.0 | $1.0k | 53.00 | 18.87 | |
| Schnitzer Steel Industries (RDUS) | 0.0 | $3.0k | 82.00 | 36.59 | |
| Timken Company (TKR) | 0.0 | $3.0k | 63.00 | 47.62 | |
| Regions Financial Corporation (RF) | 0.0 | $4.0k | 200.00 | 20.00 | |
| Entegris (ENTG) | 0.0 | $4.0k | 123.00 | 32.52 | |
| Laboratory Corp. of America Holdings | 0.0 | $6.0k | 39.00 | 153.85 | |
| DaVita (DVA) | 0.0 | $2.0k | 33.00 | 60.61 | |
| Helen Of Troy (HELE) | 0.0 | $3.0k | 37.00 | 81.08 | |
| JetBlue Airways Corporation (JBLU) | 0.0 | $999.750000 | 75.00 | 13.33 | |
| CenturyLink | 0.0 | $3.0k | 155.00 | 19.35 | |
| Integrated Device Technology | 0.0 | $7.0k | 261.00 | 26.82 | |
| Callaway Golf Company (MODG) | 0.0 | $2.0k | 156.00 | 12.82 | |
| GlaxoSmithKline | 0.0 | $999.920000 | 29.00 | 34.48 | |
| Honda Motor (HMC) | 0.0 | $2.0k | 50.00 | 40.00 | |
| Maxim Integrated Products | 0.0 | $6.0k | 111.00 | 54.05 | |
| NCR Corporation (VYX) | 0.0 | $2.0k | 69.00 | 28.99 | |
| Symantec Corporation | 0.0 | $5.0k | 200.00 | 25.00 | |
| PT Telekomunikasi Indonesia (TLK) | 0.0 | $8.0k | 275.00 | 29.09 | |
| Gap (GAP) | 0.0 | $0 | 13.00 | 0.00 | |
| Agilent Technologies Inc C ommon (A) | 0.0 | $8.0k | 114.00 | 70.18 | |
| Torchmark Corporation | 0.0 | $1.0k | 16.00 | 62.50 | |
| Shinhan Financial (SHG) | 0.0 | $10k | 209.00 | 47.85 | |
| Danaher Corporation (DHR) | 0.0 | $5.0k | 53.00 | 94.34 | |
| Murphy Oil Corporation (MUR) | 0.0 | $3.0k | 104.00 | 28.85 | |
| EOG Resources (EOG) | 0.0 | $9.0k | 86.00 | 104.65 | |
| Brookfield Infrastructure Part (BIP) | 0.0 | $7.0k | 175.00 | 40.00 | |
| Tupperware Brands Corporation | 0.0 | $2.0k | 36.00 | 55.56 | |
| Tootsie Roll Industries (TR) | 0.0 | $2.0k | 59.00 | 33.90 | |
| American Woodmark Corporation (AMWD) | 0.0 | $4.0k | 33.00 | 121.21 | |
| Hilltop Holdings (HTH) | 0.0 | $2.0k | 90.00 | 22.22 | |
| Discovery Communications | 0.0 | $2.0k | 108.00 | 18.52 | |
| ConAgra Foods (CAG) | 0.0 | $5.0k | 150.00 | 33.33 | |
| Dover Corporation (DOV) | 0.0 | $6.0k | 56.00 | 107.14 | |
| New York Community Ban | 0.0 | $7.0k | 500.00 | 14.00 | |
| Sempra Energy (SRE) | 0.0 | $4.0k | 41.00 | 97.56 | |
| Applied Materials (AMAT) | 0.0 | $4.0k | 80.00 | 50.00 | |
| Fastenal Company (FAST) | 0.0 | $6.0k | 106.00 | 56.60 | |
| Robert Half International (RHI) | 0.0 | $4.0k | 75.00 | 53.33 | |
| Verisk Analytics (VRSK) | 0.0 | $2.0k | 16.00 | 125.00 | |
| J.M. Smucker Company (SJM) | 0.0 | $6.0k | 50.00 | 120.00 | |
| Enbridge Energy Management | 0.0 | $0 | 0 | 0.00 | |
| InnerWorkings | 0.0 | $1.0k | 146.00 | 6.85 | |
| Vanguard Short-Term Bond ETF (BSV) | 0.0 | $6.0k | 75.00 | 80.00 | |
| Sears Holdings Corporation | 0.0 | $0 | 100.00 | 0.00 | |
| Marathon Oil Corporation (MRO) | 0.0 | $3.0k | 178.00 | 16.85 | |
| Ventas (VTR) | 0.0 | $6.0k | 114.00 | 52.63 | |
| ACCO Brands Corporation (ACCO) | 0.0 | $1.0k | 47.00 | 21.28 | |
| Radian (RDN) | 0.0 | $999.900000 | 45.00 | 22.22 | |
| Activision Blizzard | 0.0 | $0 | 3.00 | 0.00 | |
| Entergy Corporation (ETR) | 0.0 | $5.0k | 66.00 | 75.76 | |
| Under Armour (UAA) | 0.0 | $1.0k | 40.00 | 25.00 | |
| Companhia de Saneamento Basi (SBS) | 0.0 | $6.0k | 568.00 | 10.56 | |
| Impax Laboratories | 0.0 | $3.0k | 137.00 | 21.90 | |
| Kadant (KAI) | 0.0 | $3.0k | 30.00 | 100.00 | |
| Microsemi Corporation | 0.0 | $6.0k | 100.00 | 60.00 | |
| Saia (SAIA) | 0.0 | $4.0k | 50.00 | 80.00 | |
| Banco Macro SA (BMA) | 0.0 | $9.0k | 96.00 | 93.75 | |
| Cantel Medical | 0.0 | $3.0k | 31.00 | 96.77 | |
| Littelfuse (LFUS) | 0.0 | $3.0k | 14.00 | 214.29 | |
| Medicines Company | 0.0 | $2.0k | 81.00 | 24.69 | |
| Methode Electronics (MEI) | 0.0 | $3.0k | 64.00 | 46.88 | |
| Neenah Paper | 0.0 | $3.0k | 29.00 | 103.45 | |
| Bio-Rad Laboratories (BIO) | 0.0 | $7.0k | 30.00 | 233.33 | |
| CenterPoint Energy (CNP) | 0.0 | $9.0k | 330.00 | 27.27 | |
| Dorman Products (DORM) | 0.0 | $2.0k | 35.00 | 57.14 | |
| Drdgold (DRD) | 0.0 | $0 | 3.00 | 0.00 | |
| Enbridge Energy Partners | 0.0 | $7.0k | 500.00 | 14.00 | |
| G-III Apparel (GIII) | 0.0 | $3.0k | 84.00 | 35.71 | |
| Modine Manufacturing (MOD) | 0.0 | $4.0k | 158.00 | 25.32 | |
| Steven Madden (SHOO) | 0.0 | $2.0k | 49.00 | 40.82 | |
| Selective Insurance (SIGI) | 0.0 | $3.0k | 56.00 | 53.57 | |
| South Jersey Industries | 0.0 | $2.0k | 73.00 | 27.40 | |
| Werner Enterprises (WERN) | 0.0 | $2.0k | 58.00 | 34.48 | |
| Wintrust Financial Corporation (WTFC) | 0.0 | $4.0k | 44.00 | 90.91 | |
| Boardwalk Pipeline Partners | 0.0 | $4.0k | 300.00 | 13.33 | |
| Chicago Bridge & Iron Company | 0.0 | $0 | 5.00 | 0.00 | |
| NuVasive | 0.0 | $2.0k | 48.00 | 41.67 | |
| Children's Place Retail Stores (PLCE) | 0.0 | $3.0k | 21.00 | 142.86 | |
| Skyworks Solutions (SWKS) | 0.0 | $9.0k | 100.00 | 90.00 | |
| Agnico (AEM) | 0.0 | $9.0k | 200.00 | 45.00 | |
| EastGroup Properties (EGP) | 0.0 | $3.0k | 32.00 | 93.75 | |
| F5 Networks (FFIV) | 0.0 | $7.0k | 55.00 | 127.27 | |
| Healthcare Services (HCSG) | 0.0 | $2.0k | 35.00 | 57.14 | |
| IBERIABANK Corporation | 0.0 | $2.0k | 27.00 | 74.07 | |
| ICU Medical, Incorporated (ICUI) | 0.0 | $3.0k | 15.00 | 200.00 | |
| ImmunoGen | 0.0 | $6.0k | 750.00 | 8.00 | |
| Inter Parfums (IPAR) | 0.0 | $2.0k | 55.00 | 36.36 | |
| Realty Income (O) | 0.0 | $4.0k | 74.00 | 54.05 | |
| Orbotech Ltd Com Stk | 0.0 | $4.0k | 76.00 | 52.63 | |
| Otter Tail Corporation (OTTR) | 0.0 | $2.0k | 51.00 | 39.22 | |
| Pinnacle Financial Partners (PNFP) | 0.0 | $5.0k | 80.00 | 62.50 | |
| Enzo Biochem (ENZB) | 0.0 | $2.0k | 279.00 | 7.17 | |
| Flotek Industries | 0.0 | $999.530000 | 109.00 | 9.17 | |
| Silicon Motion Technology (SIMO) | 0.0 | $3.0k | 64.00 | 46.88 | |
| United Natural Foods (UNFI) | 0.0 | $0 | 11.00 | 0.00 | |
| Builders FirstSource (BLDR) | 0.0 | $2.0k | 102.00 | 19.61 | |
| Extreme Networks (EXTR) | 0.0 | $3.0k | 213.00 | 14.08 | |
| Tor Dom Bk Cad (TD) | 0.0 | $3.0k | 46.00 | 65.22 | |
| Alnylam Pharmaceuticals (ALNY) | 0.0 | $5.0k | 38.00 | 131.58 | |
| Hercules Technology Growth Capital (HTGC) | 0.0 | $4.0k | 300.00 | 13.33 | |
| iShares Gold Trust | 0.0 | $6.0k | 500.00 | 12.00 | |
| Ypf Sa (YPF) | 0.0 | $10k | 461.00 | 21.69 | |
| Aspen Technology | 0.0 | $2.0k | 33.00 | 60.61 | |
| Materials SPDR (XLB) | 0.0 | $7.0k | 115.00 | 60.87 | |
| Anika Therapeutics (ANIK) | 0.0 | $2.0k | 29.00 | 68.97 | |
| Willbros | 0.0 | $3.0k | 3.0k | 1.00 | |
| Scripps Networks Interactive | 0.0 | $7.0k | 80.00 | 87.50 | |
| Brandywine Realty Trust (BDN) | 0.0 | $3.0k | 152.00 | 19.74 | |
| American Water Works (AWK) | 0.0 | $4.0k | 50.00 | 80.00 | |
| iShares Russell Midcap Value Index (IWS) | 0.0 | $3.0k | 40.00 | 75.00 | |
| Seadrill | 0.0 | $0 | 400.00 | 0.00 | |
| Simon Property (SPG) | 0.0 | $6.0k | 39.00 | 153.85 | |
| Vonage Holdings | 0.0 | $9.0k | 880.00 | 10.23 | |
| Unisys Corporation (UIS) | 0.0 | $0 | 2.00 | 0.00 | |
| Medidata Solutions | 0.0 | $2.0k | 38.00 | 52.63 | |
| Eagle Ban (EGBN) | 0.0 | $3.0k | 50.00 | 60.00 | |
| Lakeland Financial Corporation (LKFN) | 0.0 | $3.0k | 57.00 | 52.63 | |
| iShares Barclays 20+ Yr Treas.Bond (TLT) | 0.0 | $10k | 80.00 | 125.00 | |
| Fabrinet (FN) | 0.0 | $4.0k | 162.00 | 24.69 | |
| iShares MSCI Pacific ex-Japan Idx (EPP) | 0.0 | $2.0k | 35.00 | 57.14 | |
| Heartland Financial USA (HTLF) | 0.0 | $3.0k | 57.00 | 52.63 | |
| Hldgs (UAL) | 0.0 | $2.0k | 25.00 | 80.00 | |
| iShares Barclays Inter Crd Bd Fund ETF) (IGIB) | 0.0 | $7.0k | 65.00 | 107.69 | |
| iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) | 0.0 | $3.0k | 25.00 | 120.00 | |
| Hsbc Hldgs Plc adr a 1/40pf a | 0.0 | $999.900000 | 33.00 | 30.30 | |
| Gabelli Dividend & Income Trust (GDV) | 0.0 | $2.0k | 100.00 | 20.00 | |
| Bryn Mawr Bank | 0.0 | $3.0k | 63.00 | 47.62 | |
| Chatham Lodging Trust (CLDT) | 0.0 | $2.0k | 110.00 | 18.18 | |
| Government Properties Income Trust | 0.0 | $0 | 25.00 | 0.00 | |
| iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) | 0.0 | $5.0k | 44.00 | 113.64 | |
| iShares S&P US Pref Stock Idx Fnd (PFF) | 0.0 | $7.0k | 195.00 | 35.90 | |
| Jp Morgan Alerian Mlp Index | 0.0 | $3.0k | 125.00 | 24.00 | |
| iShares Dow Jones EPAC Sel Div Ind (IDV) | 0.0 | $4.0k | 120.00 | 33.33 | |
| iShares Dow Jones US Healthcare (IYH) | 0.0 | $3.0k | 18.00 | 166.67 | |
| iShares Dow Jones US Technology (IYW) | 0.0 | $4.0k | 22.00 | 181.82 | |
| iShares S&P Global Healthcare Sect. (IXJ) | 0.0 | $4.0k | 33.00 | 121.21 | |
| Meta Financial (CASH) | 0.0 | $2.0k | 22.00 | 90.91 | |
| Vanguard Utilities ETF (VPU) | 0.0 | $5.0k | 50.00 | 100.00 | |
| Arotech Corporation | 0.0 | $0 | 7.00 | 0.00 | |
| IQ Hedge Multi-Strategy Tracker (QAI) | 0.0 | $2.0k | 80.00 | 25.00 | |
| BlackRock Credit All Inc Trust IV (BTZ) | 0.0 | $0 | 12.00 | 0.00 | |
| BLACKROCK INTL GRWTH & INC T COM Bene Inter (BGY) | 0.0 | $7.0k | 1.1k | 6.28 | |
| John Hancock Investors Trust (JHI) | 0.0 | $2.0k | 100.00 | 20.00 | |
| PIMCO Strategic Global Government Fund (RCS) | 0.0 | $0 | 5.00 | 0.00 | |
| PowerShares Dividend Achievers | 0.0 | $10k | 400.00 | 25.00 | |
| Schwab Emerging Markets Equity ETF (SCHE) | 0.0 | $10k | 350.00 | 28.57 | |
| Schwab International Equity ETF (SCHF) | 0.0 | $9.0k | 267.00 | 33.71 | |
| John Hancock Income Securities Trust (JHS) | 0.0 | $4.0k | 250.00 | 16.00 | |
| Ascena Retail | 0.0 | $0 | 28.00 | 0.00 | |
| U.s. Concrete Inc Cmn | 0.0 | $2.0k | 31.00 | 64.52 | |
| Cooper Standard Holdings (CPS) | 0.0 | $3.0k | 24.00 | 125.00 | |
| American Intl Group | 0.0 | $2.0k | 100.00 | 20.00 | |
| Proshares Tr pshs ult nasb (BIB) | 0.0 | $2.0k | 30.00 | 66.67 | |
| Yandex Nv-a (NBIS) | 0.0 | $1.0k | 37.00 | 27.03 | |
| United Cmnty Bks Ga Cap Stk (UCB) | 0.0 | $3.0k | 112.00 | 26.79 | |
| Powershares Etf Tr Ii s^p500 low vol | 0.0 | $5.0k | 106.00 | 47.17 | |
| Ralph Lauren Corp (RL) | 0.0 | $1.0k | 6.00 | 166.67 | |
| Ddr Corp | 0.0 | $0 | 5.00 | 0.00 | |
| Schwab Strategic Tr us aggregate b (SCHZ) | 0.0 | $9.0k | 181.00 | 49.72 | |
| J Global (ZD) | 0.0 | $2.0k | 28.00 | 71.43 | |
| Tripadvisor (TRIP) | 0.0 | $9.0k | 252.00 | 35.71 | |
| Brookfield Renewable energy partners lpu (BEP) | 0.0 | $6.0k | 190.00 | 31.58 | |
| Post Holdings Inc Common (POST) | 0.0 | $9.0k | 124.00 | 72.58 | |
| Proofpoint | 0.0 | $2.0k | 24.00 | 83.33 | |
| Forum Energy Technolo | 0.0 | $999.680000 | 88.00 | 11.36 | |
| Ptc (PTC) | 0.0 | $7.0k | 105.00 | 66.67 | |
| L Brands | 0.0 | $7.0k | 150.00 | 46.67 | |
| Ishares Inc Em Hgh Yld Bd other (EMHY) | 0.0 | $2.0k | 40.00 | 50.00 | |
| Mallinckrodt Pub | 0.0 | $0 | 6.00 | 0.00 | |
| News (NWSA) | 0.0 | $0 | 1.00 | 0.00 | |
| Sprint | 0.0 | $1.0k | 250.00 | 4.00 | |
| wisdomtreetrusdivd.. (DGRW) | 0.0 | $7.0k | 160.00 | 43.75 | |
| Control4 | 0.0 | $2.0k | 79.00 | 25.32 | |
| Vanguard S&p 500 Etf idx (VOO) | 0.0 | $10k | 42.00 | 238.10 | |
| Ambev Sa- (ABEV) | 0.0 | $10k | 1.5k | 6.80 | |
| Exchange Traded Concepts Tr robo stx glb etf (ROBO) | 0.0 | $8.0k | 200.00 | 40.00 | |
| Vodafone Group New Adr F (VOD) | 0.0 | $7.0k | 224.00 | 31.25 | |
| Installed Bldg Prods (IBP) | 0.0 | $3.0k | 47.00 | 63.83 | |
| Investors Ban | 0.0 | $6.0k | 480.00 | 12.50 | |
| Lands' End (LE) | 0.0 | $0 | 30.00 | 0.00 | |
| Arista Networks | 0.0 | $7.0k | 26.00 | 269.23 | |
| Zafgen | 0.0 | $4.0k | 500.00 | 8.00 | |
| Equity Commonwealth (EQC) | 0.0 | $1.0k | 18.00 | 55.56 | |
| Veritiv Corp - When Issued | 0.0 | $1.0k | 49.00 | 20.41 | |
| Synchrony Financial (SYF) | 0.0 | $4.0k | 100.00 | 40.00 | |
| Healthequity (HQY) | 0.0 | $2.0k | 44.00 | 45.45 | |
| Keysight Technologies (KEYS) | 0.0 | $3.0k | 57.00 | 52.63 | |
| Liberty Broadband Cl C (LBRDK) | 0.0 | $7.0k | 70.00 | 100.00 | |
| Liberty Broadband Corporation (LBRDA) | 0.0 | $3.0k | 35.00 | 85.71 | |
| Outfront Media | 0.0 | $0 | 11.00 | 0.00 | |
| Dave & Buster's Entertainmnt (PLAY) | 0.0 | $2.0k | 34.00 | 58.82 | |
| Wayfair (W) | 0.0 | $9.0k | 100.00 | 90.00 | |
| Etfis Ser Tr I bioshs biote (BBP) | 0.0 | $5.0k | 130.00 | 38.46 | |
| Mylan Nv | 0.0 | $7.0k | 175.00 | 40.00 | |
| Windstream Holdings | 0.0 | $0 | 8.00 | 0.00 | |
| Lexicon Pharmaceuticals (LXRX) | 0.0 | $2.0k | 188.00 | 10.64 | |
| Houlihan Lokey Inc cl a (HLI) | 0.0 | $0 | 5.00 | 0.00 | |
| Pjt Partners (PJT) | 0.0 | $2.0k | 37.00 | 54.05 | |
| Zynerba Pharmaceuticals | 0.0 | $4.0k | 400.00 | 10.00 | |
| Agrofresh Solutions wts feb 19 19 | 0.0 | $0 | 250.00 | 0.00 | |
| Wright Medical Group Nv | 0.0 | $2.0k | 89.00 | 22.47 | |
| Livanova Plc Ord (LIVN) | 0.0 | $3.0k | 31.00 | 96.77 | |
| First Data | 0.0 | $8.0k | 500.00 | 16.00 | |
| Atlassian Corp Plc cl a | 0.0 | $0 | 3.00 | 0.00 | |
| Arris | 0.0 | $8.0k | 324.00 | 24.69 | |
| Liberty Media Corp Series C Li | 0.0 | $4.0k | 94.00 | 42.55 | |
| Liberty Media Corp Del Com Ser | 0.0 | $2.0k | 58.00 | 34.48 | |
| Liberty Media Corp Delaware Com A Siriusxm | 0.0 | $10k | 221.00 | 45.25 | |
| Liberty Media Corp Delaware Com C Braves Grp | 0.0 | $0 | 5.00 | 0.00 | |
| Novanta (NOVT) | 0.0 | $2.0k | 43.00 | 46.51 | |
| California Res Corp | 0.0 | $0 | 1.00 | 0.00 | |
| Herc Hldgs (HRI) | 0.0 | $1.0k | 16.00 | 62.50 | |
| Twilio Inc cl a (TWLO) | 0.0 | $0 | 3.00 | 0.00 | |
| Fortive (FTV) | 0.0 | $2.0k | 26.00 | 76.92 | |
| Ishares Tr msci eafe esg (ESGD) | 0.0 | $2.0k | 35.00 | 57.14 | |
| Washington Prime Group | 0.0 | $2.0k | 289.00 | 6.92 | |
| Donnelley Finl Solutions (DFIN) | 0.0 | $0 | 25.00 | 0.00 | |
| Donnelley R R & Sons Co when issued | 0.0 | $0 | 66.00 | 0.00 | |
| Pldt (PHI) | 0.0 | $4.0k | 133.00 | 30.08 | |
| Lsc Communications | 0.0 | $0 | 25.00 | 0.00 | |
| Alcoa (AA) | 0.0 | $2.0k | 36.00 | 55.56 | |
| Arconic | 0.0 | $3.0k | 112.00 | 26.79 | |
| Liberty Ventures - Ser A | 0.0 | $7.0k | 117.00 | 59.83 | |
| Lions Gate Entmnt Corp cl b non vtg | 0.0 | $10k | 316.00 | 31.65 | |
| Conduent Incorporate (CNDT) | 0.0 | $4.0k | 240.00 | 16.67 | |
| Hilton Worldwide Holdings (HLT) | 0.0 | $5.0k | 66.00 | 75.76 | |
| Qiagen Nv | 0.0 | $1.0k | 42.00 | 23.81 | |
| Park Hotels & Resorts Inc-wi (PK) | 0.0 | $1.0k | 43.00 | 23.26 | |
| Hilton Grand Vacations (HGV) | 0.0 | $1.0k | 20.00 | 50.00 | |
| Uniti Group Inc Com reit | 0.0 | $0 | 10.00 | 0.00 | |
| Mannkind (MNKD) | 0.0 | $5.0k | 2.0k | 2.50 | |
| Tellurian (TELL) | 0.0 | $10k | 1.0k | 10.00 | |
| Xerox | 0.0 | $9.0k | 300.00 | 30.00 | |
| Adtalem Global Ed (ATGE) | 0.0 | $9.0k | 200.00 | 45.00 | |
| Frontier Communication | 0.0 | $0 | 52.00 | 0.00 | |
| Delek Us Holdings (DK) | 0.0 | $1.0k | 46.00 | 21.74 | |
| Two Hbrs Invt Corp Com New reit | 0.0 | $7.0k | 475.00 | 14.74 | |
| Delphi Technologies | 0.0 | $1.0k | 16.00 | 62.50 | |
| Highland Floatng Rate Opprt Ii Shs Ben Int shs ben int (HFRO) | 0.0 | $0 | 0 | 0.00 |