YorkBridge Wealth Partners as of March 31, 2018
Portfolio Holdings for YorkBridge Wealth Partners
YorkBridge Wealth Partners holds 866 positions in its portfolio as reported in the March 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 4.0 | $8.6M | 5.9k | 1448.46 | |
| Apple (AAPL) | 3.5 | $7.5M | 43k | 174.13 | |
| W.R. Berkley Corporation (WRB) | 3.1 | $6.8M | 93k | 73.23 | |
| Microsoft Corporation (MSFT) | 2.3 | $5.1M | 54k | 93.57 | |
| MasterCard Incorporated (MA) | 1.8 | $4.0M | 23k | 174.79 | |
| Johnson & Johnson (JNJ) | 1.8 | $4.0M | 31k | 130.43 | |
| 3M Company (MMM) | 1.7 | $3.6M | 17k | 216.40 | |
| Alphabet Inc Class C cs (GOOG) | 1.6 | $3.4M | 3.3k | 1032.47 | |
| Visa (V) | 1.5 | $3.3M | 28k | 121.06 | |
| Netflix (NFLX) | 1.5 | $3.3M | 11k | 309.26 | |
| Home Depot (HD) | 1.5 | $3.3M | 19k | 173.34 | |
| Alphabet Inc Class A cs (GOOGL) | 1.5 | $3.3M | 3.1k | 1037.15 | |
| Ishares U S Etf Tr Short Matur sht mat bd etf (NEAR) | 1.5 | $3.2M | 64k | 50.11 | |
| Facebook Inc cl a (META) | 1.4 | $3.1M | 19k | 163.85 | |
| Pfizer (PFE) | 1.4 | $3.1M | 84k | 36.32 | |
| First Bancshares (FBMS) | 1.3 | $2.8M | 86k | 32.00 | |
| JPMorgan Chase & Co. (JPM) | 1.1 | $2.5M | 22k | 113.34 | |
| Berkshire Hathaway (BRK.B) | 1.1 | $2.4M | 12k | 198.13 | |
| Exxon Mobil Corporation (XOM) | 1.1 | $2.4M | 32k | 77.22 | |
| Adobe Systems Incorporated (ADBE) | 1.1 | $2.4M | 11k | 226.98 | |
| Automatic Data Processing (ADP) | 1.0 | $2.2M | 19k | 115.26 | |
| Procter & Gamble Company (PG) | 0.9 | $2.1M | 27k | 77.77 | |
| Spdr S&p 500 Etf (SPY) | 0.9 | $2.0M | 7.7k | 265.92 | |
| UnitedHealth (UNH) | 0.9 | $1.9M | 8.6k | 224.24 | |
| Wells Fargo & Company (WFC) | 0.8 | $1.7M | 33k | 52.69 | |
| Nike (NKE) | 0.8 | $1.7M | 26k | 67.76 | |
| Starbucks Corporation (SBUX) | 0.8 | $1.7M | 29k | 59.44 | |
| iShares Russell 1000 Growth Index (IWF) | 0.8 | $1.7M | 13k | 137.15 | |
| Bristol Myers Squibb (BMY) | 0.8 | $1.7M | 29k | 58.86 | |
| Vanguard Dividend Appreciation ETF (VIG) | 0.8 | $1.7M | 17k | 101.08 | |
| SPDR S&P Dividend (SDY) | 0.8 | $1.6M | 18k | 91.34 | |
| Travelers Companies (TRV) | 0.7 | $1.6M | 12k | 137.28 | |
| Oracle Corporation (ORCL) | 0.7 | $1.6M | 35k | 45.89 | |
| iShares S&P 500 Growth Index (IVW) | 0.7 | $1.6M | 9.9k | 156.43 | |
| Zoetis Inc Cl A (ZTS) | 0.7 | $1.6M | 19k | 83.98 | |
| Accenture (ACN) | 0.7 | $1.5M | 10k | 150.11 | |
| Dowdupont | 0.7 | $1.5M | 23k | 66.46 | |
| International Business Machines (IBM) | 0.7 | $1.5M | 9.5k | 158.09 | |
| Booking Holdings (BKNG) | 0.7 | $1.5M | 714.00 | 2085.43 | |
| Pepsi (PEP) | 0.7 | $1.4M | 13k | 108.30 | |
| Walt Disney Company (DIS) | 0.7 | $1.4M | 14k | 100.36 | |
| Comcast Corporation (CMCSA) | 0.7 | $1.4M | 43k | 33.14 | |
| Verizon Communications (VZ) | 0.6 | $1.3M | 27k | 47.75 | |
| Citigroup (C) | 0.6 | $1.3M | 17k | 72.12 | |
| Coca-Cola Company (KO) | 0.6 | $1.2M | 28k | 44.01 | |
| Intel Corporation (INTC) | 0.6 | $1.2M | 23k | 52.73 | |
| Dollar General (DG) | 0.6 | $1.2M | 12k | 96.88 | |
| Boeing Company (BA) | 0.5 | $1.2M | 3.5k | 337.37 | |
| Amgen (AMGN) | 0.5 | $1.2M | 6.8k | 170.99 | |
| United Technologies Corporation | 0.5 | $1.2M | 9.5k | 123.22 | |
| Align Technology (ALGN) | 0.5 | $1.2M | 4.5k | 263.83 | |
| iShares Russell Midcap Index Fund (IWR) | 0.5 | $1.2M | 5.7k | 206.82 | |
| American Express Company (AXP) | 0.5 | $1.2M | 12k | 93.35 | |
| salesforce (CRM) | 0.5 | $1.1M | 9.2k | 121.36 | |
| Merck & Co (MRK) | 0.5 | $1.1M | 20k | 56.75 | |
| Nextera Energy (NEE) | 0.5 | $1.1M | 7.0k | 159.03 | |
| Schwab U S Small Cap ETF (SCHA) | 0.5 | $1.1M | 16k | 70.18 | |
| O'reilly Automotive (ORLY) | 0.5 | $1.1M | 4.6k | 229.78 | |
| Texas Instruments Incorporated (TXN) | 0.5 | $1.0M | 10k | 104.22 | |
| BlackRock | 0.5 | $995k | 1.9k | 532.66 | |
| Gartner (IT) | 0.5 | $1.0M | 8.6k | 116.67 | |
| Palo Alto Networks (PANW) | 0.5 | $996k | 5.2k | 190.55 | |
| General Electric Company | 0.4 | $946k | 72k | 13.17 | |
| Broad | 0.4 | $951k | 4.0k | 239.49 | |
| At&t (T) | 0.4 | $934k | 27k | 35.17 | |
| Cisco Systems (CSCO) | 0.4 | $932k | 22k | 43.33 | |
| Honeywell International (HON) | 0.4 | $929k | 6.3k | 146.48 | |
| iShares Barclays TIPS Bond Fund (TIP) | 0.4 | $940k | 8.3k | 112.97 | |
| Bank of America Corporation (BAC) | 0.4 | $897k | 29k | 30.65 | |
| Chubb (CB) | 0.4 | $900k | 6.7k | 134.79 | |
| Regeneron Pharmaceuticals (REGN) | 0.4 | $826k | 2.5k | 324.94 | |
| Deere & Company (DE) | 0.4 | $816k | 5.4k | 150.22 | |
| American Tower Reit (AMT) | 0.4 | $796k | 5.8k | 138.31 | |
| United Parcel Service (UPS) | 0.4 | $778k | 7.3k | 107.03 | |
| Taiwan Semiconductor Mfg (TSM) | 0.3 | $734k | 17k | 43.86 | |
| Schlumberger (SLB) | 0.3 | $732k | 11k | 67.57 | |
| Costco Wholesale Corporation (COST) | 0.3 | $723k | 3.8k | 188.72 | |
| Biogen Idec (BIIB) | 0.3 | $713k | 2.7k | 267.54 | |
| Delta Air Lines (DAL) | 0.3 | $712k | 13k | 52.97 | |
| McDonald's Corporation (MCD) | 0.3 | $702k | 4.3k | 161.64 | |
| Chevron Corporation (CVX) | 0.3 | $685k | 6.5k | 106.07 | |
| Kimberly-Clark Corporation (KMB) | 0.3 | $692k | 6.5k | 106.10 | |
| PPG Industries (PPG) | 0.3 | $643k | 5.8k | 110.12 | |
| Cohen & Steers Ltd Dur Pfd I (LDP) | 0.3 | $645k | 25k | 25.42 | |
| Suntrust Banks Inc $1.00 Par Cmn | 0.3 | $630k | 9.1k | 69.13 | |
| iShares Russell 1000 Value Index (IWD) | 0.3 | $585k | 4.8k | 121.07 | |
| iShares Russell Midcap Growth Idx. (IWP) | 0.3 | $590k | 4.8k | 123.15 | |
| Bank of New York Mellon Corporation (BK) | 0.3 | $557k | 11k | 51.98 | |
| SYSCO Corporation (SYY) | 0.3 | $563k | 9.3k | 60.47 | |
| Raytheon Company | 0.3 | $570k | 2.6k | 220.93 | |
| Markel Corporation (MKL) | 0.3 | $571k | 495.00 | 1153.54 | |
| Time Warner | 0.2 | $549k | 5.7k | 96.40 | |
| Waste Management (WM) | 0.2 | $548k | 6.6k | 83.09 | |
| Baidu (BIDU) | 0.2 | $531k | 2.3k | 231.47 | |
| Schwab Strategic Tr us dividend eq (SCHD) | 0.2 | $529k | 11k | 49.21 | |
| Vanguard REIT ETF (VNQ) | 0.2 | $498k | 6.7k | 74.25 | |
| FedEx Corporation (FDX) | 0.2 | $482k | 2.0k | 241.73 | |
| Royal Dutch Shell | 0.2 | $470k | 6.7k | 69.86 | |
| Abbvie (ABBV) | 0.2 | $481k | 5.2k | 92.16 | |
| U.S. Bancorp (USB) | 0.2 | $463k | 9.0k | 51.19 | |
| Roper Industries (ROP) | 0.2 | $462k | 1.7k | 274.67 | |
| Ishares Tr core div grwth (DGRO) | 0.2 | $465k | 14k | 34.10 | |
| Sap (SAP) | 0.2 | $443k | 4.1k | 107.94 | |
| iShares Russell 1000 Index (IWB) | 0.2 | $427k | 2.9k | 148.16 | |
| MetLife (MET) | 0.2 | $425k | 9.0k | 47.06 | |
| Phillips 66 (PSX) | 0.2 | $427k | 4.2k | 102.52 | |
| Allergan | 0.2 | $440k | 2.6k | 166.41 | |
| Blackstone | 0.2 | $410k | 13k | 31.12 | |
| Ecolab (ECL) | 0.2 | $412k | 2.9k | 141.24 | |
| Weyerhaeuser Company (WY) | 0.2 | $405k | 11k | 35.92 | |
| Enbridge (ENB) | 0.2 | $422k | 13k | 31.96 | |
| iShares Dow Jones Select Dividend (DVY) | 0.2 | $403k | 4.2k | 95.43 | |
| Mondelez Int (MDLZ) | 0.2 | $412k | 9.8k | 42.08 | |
| Medtronic (MDT) | 0.2 | $418k | 5.2k | 79.74 | |
| Wec Energy Group (WEC) | 0.2 | $412k | 6.7k | 61.58 | |
| Paypal Holdings (PYPL) | 0.2 | $423k | 5.5k | 77.50 | |
| Caterpillar (CAT) | 0.2 | $385k | 2.6k | 149.98 | |
| Wal-Mart Stores (WMT) | 0.2 | $389k | 4.6k | 85.38 | |
| Health Care SPDR (XLV) | 0.2 | $381k | 4.7k | 81.88 | |
| International Paper Company (IP) | 0.2 | $394k | 7.5k | 52.56 | |
| Lowe's Companies (LOW) | 0.2 | $400k | 4.6k | 87.01 | |
| Tesla Motors (TSLA) | 0.2 | $392k | 1.3k | 294.07 | |
| Vanguard FTSE All-World ex-US ETF (VEU) | 0.2 | $370k | 6.7k | 54.93 | |
| Barclays Bank Plc 8.125% Non C p | 0.2 | $360k | 14k | 26.09 | |
| Union Pacific Corporation (UNP) | 0.2 | $348k | 2.6k | 134.31 | |
| Analog Devices (ADI) | 0.2 | $345k | 3.7k | 93.09 | |
| Praxair | 0.2 | $338k | 2.3k | 146.70 | |
| Vanguard Mid-Cap Growth ETF (VOT) | 0.2 | $354k | 2.7k | 129.48 | |
| Spdr Ser Tr 1 3 hgh yield (BIL) | 0.2 | $358k | 3.9k | 91.61 | |
| Canadian Natl Ry (CNI) | 0.1 | $325k | 4.3k | 74.80 | |
| Colgate-Palmolive Company (CL) | 0.1 | $333k | 4.7k | 70.90 | |
| Philip Morris International (PM) | 0.1 | $329k | 3.3k | 100.40 | |
| Prudential Financial (PRU) | 0.1 | $317k | 3.0k | 105.14 | |
| AutoZone (AZO) | 0.1 | $324k | 525.00 | 617.14 | |
| iShares Russell 2000 Index (IWM) | 0.1 | $323k | 2.1k | 154.69 | |
| CHECK POINT SOFTWARE Technolog Com Stk (CHKP) | 0.1 | $322k | 3.1k | 102.65 | |
| Anthem (ELV) | 0.1 | $336k | 1.5k | 220.62 | |
| Ameriprise Financial (AMP) | 0.1 | $310k | 2.2k | 143.72 | |
| Northrop Grumman Corporation (NOC) | 0.1 | $301k | 856.00 | 351.64 | |
| Altria (MO) | 0.1 | $310k | 4.9k | 63.33 | |
| Berkshire Hathaway (BRK.A) | 0.1 | $297k | 1.00 | 297000.00 | |
| Banco Bilbao Vizcaya Argentaria SA (BBVA) | 0.1 | $303k | 39k | 7.80 | |
| Celgene Corporation | 0.1 | $302k | 3.4k | 89.69 | |
| Fresenius Medical Care AG & Co. (FMS) | 0.1 | $311k | 6.1k | 50.92 | |
| McCormick & Company, Incorporated (MKC) | 0.1 | $303k | 2.9k | 104.99 | |
| Vanguard Information Technology ETF (VGT) | 0.1 | $309k | 1.8k | 173.99 | |
| HSBC Holdings (HSBC) | 0.1 | $286k | 5.8k | 49.09 | |
| Abbott Laboratories (ABT) | 0.1 | $277k | 4.7k | 58.80 | |
| Sensient Technologies Corporation (SXT) | 0.1 | $281k | 4.1k | 69.38 | |
| Anheuser-Busch InBev NV (BUD) | 0.1 | $285k | 2.7k | 105.20 | |
| Tcg Bdc (CGBD) | 0.1 | $276k | 16k | 17.68 | |
| Norfolk Southern (NSC) | 0.1 | $262k | 2.0k | 133.40 | |
| NVIDIA Corporation (NVDA) | 0.1 | $263k | 1.1k | 234.40 | |
| Morgan Stanley (MS) | 0.1 | $268k | 5.0k | 53.87 | |
| Thermo Fisher Scientific (TMO) | 0.1 | $258k | 1.2k | 213.40 | |
| Royal Dutch Shell | 0.1 | $263k | 3.9k | 68.19 | |
| Banco Itau Holding Financeira (ITUB) | 0.1 | $259k | 17k | 15.21 | |
| Vanguard Mid-Cap Value ETF (VOE) | 0.1 | $268k | 2.4k | 110.29 | |
| Washington Prime (WB) | 0.1 | $263k | 2.1k | 122.78 | |
| Johnson Controls International Plc equity (JCI) | 0.1 | $256k | 7.5k | 34.24 | |
| ConocoPhillips (COP) | 0.1 | $239k | 3.8k | 63.16 | |
| Unilever (UL) | 0.1 | $248k | 4.5k | 55.68 | |
| American International (AIG) | 0.1 | $237k | 4.4k | 53.50 | |
| Goldman Sachs (GS) | 0.1 | $227k | 874.00 | 259.73 | |
| Edwards Lifesciences (EW) | 0.1 | $209k | 1.5k | 139.33 | |
| CVS Caremark Corporation (CVS) | 0.1 | $215k | 3.4k | 64.01 | |
| Aetna | 0.1 | $214k | 1.2k | 173.28 | |
| Red Hat | 0.1 | $219k | 1.4k | 158.93 | |
| Lockheed Martin Corporation (LMT) | 0.1 | $216k | 630.00 | 342.86 | |
| eBay (EBAY) | 0.1 | $218k | 5.4k | 40.58 | |
| Williams Companies (WMB) | 0.1 | $228k | 9.1k | 25.14 | |
| Shire | 0.1 | $222k | 1.4k | 157.78 | |
| Suncor Energy (SU) | 0.1 | $220k | 5.9k | 37.51 | |
| BP (BP) | 0.1 | $193k | 4.5k | 43.00 | |
| Progressive Corporation (PGR) | 0.1 | $204k | 3.4k | 60.44 | |
| PNC Financial Services (PNC) | 0.1 | $204k | 1.3k | 152.24 | |
| Akamai Technologies (AKAM) | 0.1 | $189k | 2.6k | 71.84 | |
| Allstate Corporation (ALL) | 0.1 | $190k | 2.0k | 96.64 | |
| General Mills (GIS) | 0.1 | $199k | 4.5k | 44.58 | |
| iShares MSCI EAFE Index Fund (EFA) | 0.1 | $192k | 2.7k | 70.85 | |
| Cintas Corporation (CTAS) | 0.1 | $198k | 1.2k | 171.88 | |
| Vanguard Emerging Markets ETF (VWO) | 0.1 | $189k | 4.0k | 47.13 | |
| General Motors Company (GM) | 0.1 | $186k | 4.8k | 38.92 | |
| Schwab U S Large Cap Growth ETF (SCHG) | 0.1 | $206k | 2.8k | 72.31 | |
| Wisdomtree Us Smallcap Dividen mf (DGRS) | 0.1 | $206k | 6.0k | 34.53 | |
| Charles Schwab Corporation (SCHW) | 0.1 | $179k | 3.5k | 51.70 | |
| Carnival Corporation (CCL) | 0.1 | $169k | 2.6k | 63.92 | |
| Tiffany & Co. | 0.1 | $177k | 1.8k | 98.33 | |
| Emerson Electric (EMR) | 0.1 | $166k | 2.4k | 68.00 | |
| McKesson Corporation (MCK) | 0.1 | $181k | 1.3k | 144.22 | |
| Anadarko Petroleum Corporation | 0.1 | $179k | 2.9k | 62.63 | |
| General Dynamics Corporation (GD) | 0.1 | $169k | 775.00 | 218.06 | |
| Fifth Third Ban (FITB) | 0.1 | $175k | 5.4k | 32.17 | |
| Dollar Tree (DLTR) | 0.1 | $165k | 1.7k | 98.16 | |
| Public Service Enterprise (PEG) | 0.1 | $169k | 3.4k | 49.53 | |
| Fair Isaac Corporation (FICO) | 0.1 | $171k | 1.0k | 171.00 | |
| iShares NASDAQ Biotechnology Index (IBB) | 0.1 | $174k | 1.6k | 106.88 | |
| Humana (HUM) | 0.1 | $170k | 597.00 | 284.76 | |
| MKS Instruments (MKSI) | 0.1 | $163k | 1.4k | 117.27 | |
| Alexion Pharmaceuticals | 0.1 | $168k | 1.5k | 111.55 | |
| Technology SPDR (XLK) | 0.1 | $184k | 2.8k | 66.55 | |
| US Ecology | 0.1 | $166k | 3.0k | 55.33 | |
| Te Connectivity Ltd for | 0.1 | $169k | 1.7k | 99.06 | |
| Marathon Petroleum Corp (MPC) | 0.1 | $177k | 2.4k | 74.21 | |
| Wpp Plc- (WPP) | 0.1 | $176k | 2.1k | 84.21 | |
| Hp (HPQ) | 0.1 | $166k | 7.6k | 21.89 | |
| ICICI Bank (IBN) | 0.1 | $145k | 16k | 8.84 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $162k | 1.0k | 161.84 | |
| Koninklijke Philips Electronics NV (PHG) | 0.1 | $145k | 3.7k | 39.45 | |
| Halliburton Company (HAL) | 0.1 | $157k | 3.1k | 50.22 | |
| Hershey Company (HSY) | 0.1 | $145k | 1.5k | 95.71 | |
| Zimmer Holdings (ZBH) | 0.1 | $142k | 1.3k | 106.53 | |
| SPDR Gold Trust (GLD) | 0.1 | $160k | 1.3k | 126.88 | |
| Texas Roadhouse (TXRH) | 0.1 | $145k | 2.4k | 60.67 | |
| Vanguard European ETF (VGK) | 0.1 | $145k | 2.4k | 59.60 | |
| Vanguard High Dividend Yield ETF (VYM) | 0.1 | $144k | 1.7k | 83.53 | |
| Mosaic (MOS) | 0.1 | $150k | 6.0k | 24.82 | |
| Pvh Corporation (PVH) | 0.1 | $144k | 886.00 | 162.53 | |
| Duke Energy (DUK) | 0.1 | $155k | 2.0k | 76.02 | |
| Eaton (ETN) | 0.1 | $144k | 1.9k | 77.21 | |
| Pentair cs (PNR) | 0.1 | $151k | 2.2k | 70.00 | |
| Weatherford Intl Plc ord | 0.1 | $145k | 54k | 2.68 | |
| Moody's Corporation (MCO) | 0.1 | $131k | 800.00 | 163.75 | |
| Monsanto Company | 0.1 | $125k | 999.00 | 125.13 | |
| ResMed (RMD) | 0.1 | $138k | 1.4k | 98.64 | |
| Consolidated Edison (ED) | 0.1 | $131k | 1.7k | 76.56 | |
| CarMax (KMX) | 0.1 | $127k | 2.1k | 60.82 | |
| Carter's (CRI) | 0.1 | $124k | 1.1k | 108.11 | |
| Copart (CPRT) | 0.1 | $139k | 2.7k | 50.86 | |
| Charles River Laboratories (CRL) | 0.1 | $133k | 1.3k | 106.40 | |
| SVB Financial (SIVBQ) | 0.1 | $129k | 515.00 | 250.49 | |
| Masco Corporation (MAS) | 0.1 | $128k | 3.1k | 40.80 | |
| Mettler-Toledo International (MTD) | 0.1 | $122k | 214.00 | 570.09 | |
| AstraZeneca (AZN) | 0.1 | $135k | 3.7k | 36.25 | |
| Synopsys (SNPS) | 0.1 | $132k | 1.6k | 84.62 | |
| Qualcomm (QCOM) | 0.1 | $135k | 2.5k | 55.03 | |
| Pool Corporation (POOL) | 0.1 | $133k | 913.00 | 145.67 | |
| HDFC Bank (HDB) | 0.1 | $136k | 1.4k | 97.77 | |
| Amphenol Corporation (APH) | 0.1 | $138k | 1.6k | 86.25 | |
| RPC (RES) | 0.1 | $125k | 6.8k | 18.47 | |
| Seagate Technology Com Stk | 0.1 | $122k | 2.0k | 59.83 | |
| IPG Photonics Corporation (IPGP) | 0.1 | $132k | 581.00 | 227.19 | |
| Raymond James Financial (RJF) | 0.1 | $127k | 1.5k | 86.93 | |
| Lennox International (LII) | 0.1 | $131k | 649.00 | 201.85 | |
| Monolithic Power Systems (MPWR) | 0.1 | $134k | 1.1k | 120.94 | |
| Old Dominion Freight Line (ODFL) | 0.1 | $129k | 888.00 | 145.27 | |
| Cambrex Corporation | 0.1 | $123k | 2.3k | 54.28 | |
| Jack Henry & Associates (JKHY) | 0.1 | $138k | 1.2k | 120.00 | |
| iShares S&P 500 Value Index (IVE) | 0.1 | $124k | 1.1k | 110.32 | |
| Consumer Discretionary SPDR (XLY) | 0.1 | $139k | 1.4k | 101.83 | |
| Genpact (G) | 0.1 | $128k | 4.0k | 31.83 | |
| Vanguard Total Stock Market ETF (VTI) | 0.1 | $130k | 952.00 | 136.55 | |
| Vanguard Small-Cap ETF (VB) | 0.1 | $123k | 825.00 | 149.09 | |
| Ss&c Technologies Holding (SSNC) | 0.1 | $134k | 2.7k | 50.34 | |
| Grifols S A Sponsored Adr R (GRFS) | 0.1 | $125k | 5.9k | 21.09 | |
| Allegion Plc equity (ALLE) | 0.1 | $121k | 1.4k | 85.45 | |
| Empire St Rlty Op L P unit ltd prtnsp (ESBA) | 0.1 | $140k | 8.6k | 16.27 | |
| Burlington Stores (BURL) | 0.1 | $137k | 997.00 | 137.41 | |
| Paycom Software (PAYC) | 0.1 | $129k | 1.2k | 111.88 | |
| Healthcare Tr Amer Inc cl a | 0.1 | $132k | 5.3k | 24.92 | |
| Eversource Energy (ES) | 0.1 | $123k | 2.1k | 58.82 | |
| Caleres (CAL) | 0.1 | $139k | 4.0k | 34.75 | |
| Steris | 0.1 | $129k | 1.4k | 94.30 | |
| Hewlett Packard Enterprise (HPE) | 0.1 | $121k | 7.0k | 17.39 | |
| Lamb Weston Hldgs (LW) | 0.1 | $137k | 2.2k | 63.37 | |
| Tenaris (TS) | 0.1 | $106k | 2.9k | 37.18 | |
| Snap-on Incorporated (SNA) | 0.1 | $108k | 741.00 | 145.75 | |
| W.W. Grainger (GWW) | 0.1 | $109k | 383.00 | 284.60 | |
| Avery Dennison Corporation (AVY) | 0.1 | $115k | 1.1k | 105.12 | |
| International Flavors & Fragrances (IFF) | 0.1 | $117k | 851.00 | 137.49 | |
| Cooper Companies | 0.1 | $118k | 534.00 | 220.97 | |
| Barnes | 0.1 | $112k | 1.9k | 60.44 | |
| Kroger (KR) | 0.1 | $101k | 4.3k | 23.50 | |
| Diageo (DEO) | 0.1 | $107k | 753.00 | 142.10 | |
| Alleghany Corporation | 0.1 | $110k | 186.00 | 591.40 | |
| TJX Companies (TJX) | 0.1 | $99k | 1.2k | 82.57 | |
| Henry Schein (HSIC) | 0.1 | $119k | 1.7k | 70.00 | |
| Marriott International (MAR) | 0.1 | $107k | 806.00 | 132.75 | |
| Dr Pepper Snapple | 0.1 | $102k | 842.00 | 121.14 | |
| WABCO Holdings | 0.1 | $114k | 854.00 | 133.49 | |
| NewMarket Corporation (NEU) | 0.1 | $106k | 256.00 | 414.06 | |
| Cognex Corporation (CGNX) | 0.1 | $119k | 2.3k | 50.90 | |
| Quest Diagnostics Incorporated (DGX) | 0.1 | $105k | 1.0k | 100.10 | |
| Church & Dwight (CHD) | 0.1 | $115k | 2.4k | 48.63 | |
| Sasol (SSL) | 0.1 | $118k | 3.3k | 35.65 | |
| iShares Russell 2000 Growth Index (IWO) | 0.1 | $113k | 580.00 | 194.83 | |
| Clearbridge Energy M | 0.1 | $114k | 8.7k | 13.10 | |
| First Republic Bank/san F (FRCB) | 0.1 | $114k | 1.3k | 90.62 | |
| stock | 0.1 | $101k | 952.00 | 106.09 | |
| Fidelity msci info tech i (FTEC) | 0.1 | $106k | 2.0k | 53.00 | |
| Mindbody | 0.1 | $115k | 3.0k | 38.33 | |
| Yum China Holdings (YUMC) | 0.1 | $98k | 2.4k | 41.02 | |
| L3 Technologies | 0.1 | $117k | 552.00 | 211.96 | |
| Lci Industries (LCII) | 0.1 | $114k | 1.2k | 95.48 | |
| Altaba | 0.1 | $99k | 1.4k | 70.71 | |
| Broadridge Financial Solutions (BR) | 0.0 | $86k | 800.00 | 107.50 | |
| Eli Lilly & Co. (LLY) | 0.0 | $93k | 1.2k | 78.95 | |
| FirstEnergy (FE) | 0.0 | $86k | 2.5k | 34.15 | |
| Cardinal Health (CAH) | 0.0 | $89k | 1.4k | 62.50 | |
| Autodesk (ADSK) | 0.0 | $94k | 714.00 | 131.65 | |
| Sanofi-Aventis SA (SNY) | 0.0 | $97k | 2.4k | 40.82 | |
| iShares S&P 500 Index (IVV) | 0.0 | $85k | 319.00 | 266.46 | |
| Dillard's (DDS) | 0.0 | $80k | 1.0k | 80.00 | |
| Illinois Tool Works (ITW) | 0.0 | $87k | 560.00 | 155.36 | |
| Kellogg Company (K) | 0.0 | $89k | 1.4k | 62.85 | |
| Southwest Gas Corporation (SWX) | 0.0 | $90k | 1.3k | 68.81 | |
| Amdocs Ltd ord (DOX) | 0.0 | $83k | 1.2k | 66.45 | |
| Key (KEY) | 0.0 | $82k | 4.1k | 19.87 | |
| TrustCo Bank Corp NY | 0.0 | $86k | 9.9k | 8.69 | |
| Olympic Steel (ZEUS) | 0.0 | $88k | 4.0k | 22.00 | |
| PowerShares QQQ Trust, Series 1 | 0.0 | $94k | 578.00 | 162.63 | |
| Vanguard Mid-Cap ETF (VO) | 0.0 | $97k | 628.00 | 154.46 | |
| WisdomTree Japan Total Dividend (DXJ) | 0.0 | $83k | 1.5k | 56.42 | |
| Schwab Strategic Tr cmn (SCHV) | 0.0 | $85k | 1.6k | 53.12 | |
| Ishares High Dividend Equity F (HDV) | 0.0 | $77k | 900.00 | 85.56 | |
| Ishares Tr fltg rate nt (FLOT) | 0.0 | $97k | 1.9k | 51.00 | |
| Blackrock Util & Infrastrctu (BUI) | 0.0 | $96k | 4.8k | 20.00 | |
| Alibaba Group Holding (BABA) | 0.0 | $95k | 540.00 | 175.93 | |
| Dxc Technology (DXC) | 0.0 | $87k | 837.00 | 103.94 | |
| Leucadia National | 0.0 | $66k | 2.7k | 24.44 | |
| Nasdaq Omx (NDAQ) | 0.0 | $66k | 762.00 | 86.61 | |
| Nucor Corporation (NUE) | 0.0 | $55k | 893.00 | 61.59 | |
| AFLAC Incorporated (AFL) | 0.0 | $62k | 1.4k | 44.60 | |
| Electronic Arts (EA) | 0.0 | $75k | 620.00 | 120.97 | |
| Western Digital (WDC) | 0.0 | $62k | 684.00 | 90.64 | |
| Rockwell Collins | 0.0 | $60k | 451.00 | 133.04 | |
| Yum! Brands (YUM) | 0.0 | $64k | 750.00 | 85.33 | |
| Fluor Corporation (FLR) | 0.0 | $75k | 1.3k | 58.96 | |
| Unilever | 0.0 | $74k | 1.3k | 56.32 | |
| Total (TTE) | 0.0 | $58k | 954.00 | 60.80 | |
| Gilead Sciences (GILD) | 0.0 | $69k | 912.00 | 75.66 | |
| American National Insurance Company | 0.0 | $61k | 500.00 | 122.00 | |
| Pioneer Natural Resources | 0.0 | $66k | 362.00 | 182.32 | |
| Enterprise Products Partners (EPD) | 0.0 | $73k | 2.8k | 25.86 | |
| Syntel | 0.0 | $76k | 3.0k | 25.33 | |
| Chipotle Mexican Grill (CMG) | 0.0 | $63k | 194.00 | 324.74 | |
| DTE Energy Company (DTE) | 0.0 | $61k | 600.00 | 101.67 | |
| Intuit (INTU) | 0.0 | $74k | 425.00 | 174.12 | |
| Southwest Airlines (LUV) | 0.0 | $68k | 1.2k | 54.84 | |
| Textron (TXT) | 0.0 | $59k | 1.0k | 59.00 | |
| VMware | 0.0 | $65k | 535.00 | 121.50 | |
| 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 | |
| ROYAL BK SCOTLAND Group Plc sp adr pref s | 0.0 | $76k | 3.0k | 25.33 | |
| Nxp Semiconductors N V (NXPI) | 0.0 | $56k | 490.00 | 114.29 | |
| Alerian Mlp Etf | 0.0 | $69k | 7.2k | 9.65 | |
| Motorola Solutions (MSI) | 0.0 | $75k | 688.00 | 109.01 | |
| Vanguard Consumer Discretionary ETF (VCR) | 0.0 | $66k | 415.00 | 159.04 | |
| SPDR Barclays Cptl Shrt Term Corp Bd ETF (SPSB) | 0.0 | $55k | 1.8k | 29.99 | |
| Western Asset Municipal D Opp Trust | 0.0 | $74k | 3.4k | 21.76 | |
| Cbre Group Inc Cl A (CBRE) | 0.0 | $55k | 1.2k | 47.21 | |
| Ishares Tr usa min vo (USMV) | 0.0 | $65k | 1.3k | 51.79 | |
| Ishares Inc em mkt min vol (EEMV) | 0.0 | $68k | 1.1k | 63.08 | |
| Clearbridge Energy M | 0.0 | $75k | 7.4k | 10.13 | |
| Doubleline Income Solutions (DSL) | 0.0 | $72k | 3.5k | 20.57 | |
| 0.0 | $67k | 2.3k | 28.83 | ||
| Cdk Global Inc equities | 0.0 | $71k | 1.1k | 64.49 | |
| Iron Mountain (IRM) | 0.0 | $60k | 1.8k | 32.97 | |
| Ionis Pharmaceuticals (IONS) | 0.0 | $68k | 1.5k | 44.13 | |
| Dentsply Sirona (XRAY) | 0.0 | $67k | 1.4k | 48.87 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 0.0 | $58k | 190.00 | 305.26 | |
| Loews Corporation (L) | 0.0 | $45k | 900.00 | 50.00 | |
| America Movil Sab De Cv spon adr l | 0.0 | $53k | 2.7k | 19.52 | |
| Ansys (ANSS) | 0.0 | $43k | 270.00 | 159.26 | |
| Corning Incorporated (GLW) | 0.0 | $33k | 1.2k | 27.50 | |
| First Financial Ban (FFBC) | 0.0 | $35k | 1.2k | 29.14 | |
| Devon Energy Corporation (DVN) | 0.0 | $34k | 1.0k | 32.41 | |
| Via | 0.0 | $34k | 1.1k | 30.41 | |
| Dominion Resources (D) | 0.0 | $40k | 624.00 | 64.10 | |
| Citrix Systems | 0.0 | $41k | 432.00 | 94.91 | |
| Paychex (PAYX) | 0.0 | $37k | 596.00 | 62.08 | |
| National-Oilwell Var | 0.0 | $38k | 938.00 | 40.51 | |
| Becton, Dickinson and (BDX) | 0.0 | $50k | 225.00 | 222.22 | |
| Air Products & Chemicals (APD) | 0.0 | $46k | 283.00 | 162.54 | |
| BB&T Corporation | 0.0 | $43k | 824.00 | 52.18 | |
| Capital One Financial (COF) | 0.0 | $40k | 417.00 | 95.92 | |
| Hess (HES) | 0.0 | $46k | 844.00 | 54.50 | |
| Marsh & McLennan Companies (MMC) | 0.0 | $37k | 455.00 | 81.32 | |
| Occidental Petroleum Corporation (OXY) | 0.0 | $34k | 473.00 | 71.88 | |
| Stryker Corporation (SYK) | 0.0 | $39k | 248.00 | 157.26 | |
| Ca | 0.0 | $42k | 1.2k | 34.57 | |
| Freeport-McMoRan Copper & Gold (FCX) | 0.0 | $47k | 2.7k | 17.68 | |
| PG&E Corporation (PCG) | 0.0 | $37k | 828.00 | 44.69 | |
| Alliance Data Systems Corporation (BFH) | 0.0 | $42k | 200.00 | 210.00 | |
| Energy Select Sector SPDR (XLE) | 0.0 | $37k | 530.00 | 69.81 | |
| AMN Healthcare Services (AMN) | 0.0 | $33k | 507.00 | 65.09 | |
| Dolby Laboratories (DLB) | 0.0 | $46k | 684.00 | 67.25 | |
| Energy Transfer Equity (ET) | 0.0 | $33k | 2.2k | 14.91 | |
| Alliant Energy Corporation (LNT) | 0.0 | $39k | 965.00 | 40.41 | |
| Oge Energy Corp (OGE) | 0.0 | $44k | 1.4k | 31.38 | |
| Aqua America | 0.0 | $49k | 1.5k | 33.02 | |
| Hyatt Hotels Corporation (H) | 0.0 | $48k | 629.00 | 76.31 | |
| iShares S&P MidCap 400 Index (IJH) | 0.0 | $51k | 272.00 | 187.50 | |
| iShares Russell 3000 Index (IWV) | 0.0 | $37k | 236.00 | 156.78 | |
| Ironwood Pharmaceuticals (IRWD) | 0.0 | $45k | 2.6k | 17.08 | |
| iShares Dow Jones US Consumer Goods (IYK) | 0.0 | $36k | 300.00 | 120.00 | |
| SPDR S&P Biotech (XBI) | 0.0 | $40k | 440.00 | 90.91 | |
| iShares Dow Jones US Financial Svc. (IYG) | 0.0 | $40k | 300.00 | 133.33 | |
| Vanguard Telecommunication Services ETF (VOX) | 0.0 | $43k | 500.00 | 86.00 | |
| WisdomTree MidCap Dividend Fund (DON) | 0.0 | $47k | 1.4k | 34.43 | |
| iShares Dow Jones US Insurance Index ETF (IAK) | 0.0 | $36k | 550.00 | 65.45 | |
| Wisdomtree Tr intl hedge eqt (HEDJ) | 0.0 | $38k | 594.00 | 63.97 | |
| Stone Hbr Emerg Mrkts (EDF) | 0.0 | $52k | 3.3k | 15.61 | |
| Apollo Global Management 'a' | 0.0 | $42k | 1.4k | 30.00 | |
| Clearbridge Energy Mlp Opp F | 0.0 | $47k | 4.5k | 10.36 | |
| Marriott Vacations Wrldwde Cp (VAC) | 0.0 | $34k | 257.00 | 132.30 | |
| Express Scripts Holding | 0.0 | $37k | 523.00 | 70.75 | |
| Guidewire Software (GWRE) | 0.0 | $33k | 400.00 | 82.50 | |
| Ishares Inc core msci emkt (IEMG) | 0.0 | $34k | 580.00 | 58.62 | |
| Blackstone Gso Strategic (BGB) | 0.0 | $47k | 3.0k | 15.82 | |
| Fcb Financial Holdings-cl A | 0.0 | $46k | 867.00 | 53.06 | |
| Equinix (EQIX) | 0.0 | $52k | 129.00 | 403.10 | |
| Energizer Holdings (ENR) | 0.0 | $36k | 610.00 | 59.02 | |
| Kraft Heinz (KHC) | 0.0 | $49k | 807.00 | 60.72 | |
| Teladoc (TDOC) | 0.0 | $41k | 1.0k | 41.00 | |
| Chemours (CC) | 0.0 | $34k | 669.00 | 50.82 | |
| Cable One (CABO) | 0.0 | $35k | 50.00 | 700.00 | |
| Adient (ADNT) | 0.0 | $33k | 500.00 | 66.00 | |
| Huntington Bancshares Incorporated (HBAN) | 0.0 | $22k | 1.5k | 14.67 | |
| Hasbro (HAS) | 0.0 | $14k | 157.00 | 89.17 | |
| China Mobile | 0.0 | $19k | 406.00 | 46.80 | |
| Cme (CME) | 0.0 | $30k | 183.00 | 163.93 | |
| State Street Corporation (STT) | 0.0 | $18k | 181.00 | 99.45 | |
| TD Ameritrade Holding | 0.0 | $30k | 500.00 | 60.00 | |
| Equifax (EFX) | 0.0 | $23k | 200.00 | 115.00 | |
| Baxter International (BAX) | 0.0 | $18k | 275.00 | 65.45 | |
| Teva Pharmaceutical Industries (TEVA) | 0.0 | $11k | 580.00 | 18.97 | |
| CBS Corporation | 0.0 | $26k | 519.00 | 50.10 | |
| Brookfield Asset Management | 0.0 | $13k | 337.00 | 38.58 | |
| KB Home (KBH) | 0.0 | $17k | 600.00 | 28.33 | |
| Bed Bath & Beyond | 0.0 | $15k | 860.00 | 17.44 | |
| Cummins (CMI) | 0.0 | $29k | 180.00 | 161.11 | |
| Digital Realty Trust (DLR) | 0.0 | $15k | 150.00 | 100.00 | |
| Harsco Corporation (NVRI) | 0.0 | $21k | 974.00 | 21.56 | |
| Mattel (MAT) | 0.0 | $18k | 1.2k | 14.75 | |
| Nuance Communications | 0.0 | $18k | 1.2k | 14.89 | |
| Polaris Industries (PII) | 0.0 | $19k | 150.00 | 126.67 | |
| T. Rowe Price (TROW) | 0.0 | $11k | 99.00 | 111.11 | |
| V.F. Corporation (VFC) | 0.0 | $31k | 400.00 | 77.50 | |
| Dun & Bradstreet Corporation | 0.0 | $23k | 200.00 | 115.00 | |
| Harley-Davidson (HOG) | 0.0 | $18k | 434.00 | 41.47 | |
| Las Vegas Sands (LVS) | 0.0 | $14k | 200.00 | 70.00 | |
| Whirlpool Corporation (WHR) | 0.0 | $12k | 81.00 | 148.15 | |
| Coherent | 0.0 | $13k | 71.00 | 183.10 | |
| Weight Watchers International | 0.0 | $20k | 321.00 | 62.31 | |
| SkyWest (SKYW) | 0.0 | $25k | 473.00 | 52.85 | |
| Tetra Tech (TTEK) | 0.0 | $21k | 409.00 | 51.34 | |
| Eastman Chemical Company (EMN) | 0.0 | $31k | 293.00 | 105.80 | |
| Interpublic Group of Companies (IPG) | 0.0 | $22k | 960.00 | 22.92 | |
| Campbell Soup Company (CPB) | 0.0 | $19k | 450.00 | 42.22 | |
| Helmerich & Payne (HP) | 0.0 | $15k | 200.00 | 75.00 | |
| Goodyear Tire & Rubber Company (GT) | 0.0 | $20k | 728.00 | 27.47 | |
| Progress Software Corporation (PRGS) | 0.0 | $17k | 453.00 | 37.53 | |
| Arrow Electronics (ARW) | 0.0 | $15k | 200.00 | 75.00 | |
| Target Corporation (TGT) | 0.0 | $29k | 400.00 | 72.50 | |
| American Electric Power Company (AEP) | 0.0 | $30k | 455.00 | 65.93 | |
| Ford Motor Company (F) | 0.0 | $18k | 1.6k | 11.26 | |
| KB Financial (KB) | 0.0 | $14k | 259.00 | 54.05 | |
| Exelon Corporation (EXC) | 0.0 | $30k | 787.00 | 38.12 | |
| Canadian Natural Resources (CNQ) | 0.0 | $17k | 500.00 | 34.00 | |
| Southern Company (SO) | 0.0 | $22k | 500.00 | 44.00 | |
| Novo Nordisk A/S (NVO) | 0.0 | $25k | 491.00 | 50.92 | |
| Clorox Company (CLX) | 0.0 | $16k | 125.00 | 128.00 | |
| Discovery Communications | 0.0 | $30k | 1.3k | 23.33 | |
| Big Lots (BIGGQ) | 0.0 | $19k | 438.00 | 43.38 | |
| East West Ban (EWBC) | 0.0 | $19k | 300.00 | 63.33 | |
| Bce (BCE) | 0.0 | $22k | 500.00 | 44.00 | |
| New York Community Ban | 0.0 | $28k | 2.1k | 13.03 | |
| Primerica (PRI) | 0.0 | $25k | 256.00 | 97.66 | |
| MercadoLibre (MELI) | 0.0 | $12k | 37.00 | 324.32 | |
| CNA Financial Corporation (CNA) | 0.0 | $13k | 275.00 | 47.27 | |
| NetEase (NTES) | 0.0 | $13k | 48.00 | 270.83 | |
| Central Garden & Pet (CENT) | 0.0 | $20k | 502.00 | 39.84 | |
| Micron Technology (MU) | 0.0 | $21k | 398.00 | 52.76 | |
| Juniper Networks (JNPR) | 0.0 | $16k | 650.00 | 24.62 | |
| Invesco (IVZ) | 0.0 | $19k | 606.00 | 31.35 | |
| Estee Lauder Companies (EL) | 0.0 | $30k | 198.00 | 151.52 | |
| Advanced Energy Industries (AEIS) | 0.0 | $20k | 311.00 | 64.31 | |
| Celanese Corporation (CE) | 0.0 | $21k | 205.00 | 102.44 | |
| Ferro Corporation | 0.0 | $24k | 1.0k | 23.74 | |
| Kulicke and Soffa Industries (KLIC) | 0.0 | $23k | 913.00 | 25.19 | |
| Microsemi Corporation | 0.0 | $26k | 400.00 | 65.00 | |
| Transcanada Corp | 0.0 | $11k | 250.00 | 44.00 | |
| Wabash National Corporation (WNC) | 0.0 | $19k | 896.00 | 21.21 | |
| Western Alliance Bancorporation (WAL) | 0.0 | $27k | 456.00 | 59.21 | |
| PolyOne Corporation | 0.0 | $25k | 581.00 | 43.03 | |
| Air Transport Services (ATSG) | 0.0 | $21k | 941.00 | 22.32 | |
| Columbia Sportswear Company (COLM) | 0.0 | $26k | 326.00 | 79.75 | |
| Emergent BioSolutions (EBS) | 0.0 | $24k | 439.00 | 54.67 | |
| Euronet Worldwide (EEFT) | 0.0 | $19k | 255.00 | 74.51 | |
| Bottomline Technologies | 0.0 | $28k | 706.00 | 39.66 | |
| Lithia Motors (LAD) | 0.0 | $18k | 176.00 | 102.27 | |
| Rogers Corporation (ROG) | 0.0 | $16k | 133.00 | 120.30 | |
| Terex Corporation (TEX) | 0.0 | $11k | 300.00 | 36.67 | |
| Universal Insurance Holdings (UVE) | 0.0 | $29k | 909.00 | 31.90 | |
| British American Tobac (BTI) | 0.0 | $22k | 372.00 | 59.14 | |
| BorgWarner (BWA) | 0.0 | $19k | 357.00 | 53.22 | |
| Chesapeake Utilities Corporation (CPK) | 0.0 | $25k | 341.00 | 73.31 | |
| Cree | 0.0 | $30k | 725.00 | 41.38 | |
| CRH | 0.0 | $29k | 867.00 | 33.45 | |
| CenterState Banks | 0.0 | $27k | 1.0k | 26.60 | |
| HMS Holdings | 0.0 | $20k | 1.1k | 17.87 | |
| Stifel Financial (SF) | 0.0 | $26k | 451.00 | 57.65 | |
| A. O. Smith Corporation (AOS) | 0.0 | $19k | 291.00 | 65.29 | |
| Berkshire Hills Ban (BBT) | 0.0 | $25k | 662.00 | 37.76 | |
| Callon Pete Co Del Com Stk | 0.0 | $22k | 1.7k | 12.69 | |
| Comfort Systems USA (FIX) | 0.0 | $26k | 635.00 | 40.94 | |
| Marcus Corporation (MCS) | 0.0 | $22k | 714.00 | 30.81 | |
| Merit Medical Systems (MMSI) | 0.0 | $22k | 484.00 | 45.45 | |
| MasTec (MTZ) | 0.0 | $20k | 440.00 | 45.45 | |
| Rockwell Automation (ROK) | 0.0 | $17k | 97.00 | 175.26 | |
| Imax Corp Cad (IMAX) | 0.0 | $22k | 1.0k | 22.00 | |
| Woodward Governor Company (WWD) | 0.0 | $19k | 250.00 | 76.00 | |
| Monmouth R.E. Inv | 0.0 | $22k | 1.5k | 14.76 | |
| First Merchants Corporation (FRME) | 0.0 | $25k | 579.00 | 43.18 | |
| Ypf Sa (YPF) | 0.0 | $11k | 514.00 | 21.40 | |
| BofI Holding | 0.0 | $21k | 500.00 | 42.00 | |
| Manulife Finl Corp (MFC) | 0.0 | $19k | 1.0k | 18.63 | |
| Vanguard Financials ETF (VFH) | 0.0 | $26k | 375.00 | 69.33 | |
| iShares IBoxx $ Invest Grade Corp Bd (LQD) | 0.0 | $26k | 225.00 | 115.56 | |
| iShares Russell 2000 Value Index (IWN) | 0.0 | $20k | 161.00 | 124.22 | |
| Masimo Corporation (MASI) | 0.0 | $19k | 222.00 | 85.59 | |
| Pinnacle West Capital Corporation (PNW) | 0.0 | $21k | 266.00 | 78.95 | |
| Consumer Staples Select Sect. SPDR (XLP) | 0.0 | $16k | 300.00 | 53.33 | |
| Shutterfly | 0.0 | $17k | 200.00 | 85.00 | |
| SPDR Dow Jones Industrial Average ETF (DIA) | 0.0 | $11k | 44.00 | 250.00 | |
| Vonage Holdings | 0.0 | $11k | 1.0k | 10.68 | |
| iShares Silver Trust (SLV) | 0.0 | $12k | 800.00 | 15.00 | |
| Corcept Therapeutics Incorporated (CORT) | 0.0 | $17k | 1.0k | 16.67 | |
| iShares Dow Jones US Utilities (IDU) | 0.0 | $31k | 250.00 | 124.00 | |
| KKR & Co | 0.0 | $21k | 1.0k | 21.00 | |
| RealPage | 0.0 | $27k | 502.00 | 53.78 | |
| EXACT Sciences Corporation (EXAS) | 0.0 | $23k | 500.00 | 46.00 | |
| Vanguard Growth ETF (VUG) | 0.0 | $16k | 115.00 | 139.13 | |
| Vanguard Small-Cap Growth ETF (VBK) | 0.0 | $19k | 116.00 | 163.79 | |
| Industries N shs - a - (LYB) | 0.0 | $15k | 148.00 | 101.35 | |
| Bridge Ban | 0.0 | $30k | 900.00 | 33.33 | |
| CoreSite Realty | 0.0 | $20k | 200.00 | 100.00 | |
| First Ban (FBNC) | 0.0 | $25k | 681.00 | 36.71 | |
| Ligand Pharmaceuticals In (LGND) | 0.0 | $31k | 188.00 | 164.89 | |
| iShares Lehman 1-3 Year Treas.Bond (SHY) | 0.0 | $19k | 225.00 | 84.44 | |
| Vanguard Extended Market ETF (VXF) | 0.0 | $17k | 150.00 | 113.33 | |
| PowerShares Zacks Micro Cap | 0.0 | $25k | 385.00 | 64.94 | |
| iShares S&P Global Energy Sector (IXC) | 0.0 | $11k | 300.00 | 36.67 | |
| iShares S&P NA Tec.-SW. Idx. Fund (IGV) | 0.0 | $23k | 135.00 | 170.37 | |
| SPDR DJ Wilshire Small Cap Growth (SLYG) | 0.0 | $24k | 100.00 | 240.00 | |
| Blackstone Gso Flting Rte Fu (BSL) | 0.0 | $27k | 1.5k | 18.00 | |
| Eaton Vance Senior Income Trust (EVF) | 0.0 | $25k | 3.7k | 6.76 | |
| 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 | $27k | 200.00 | 135.00 | |
| PowerShares Dynamic Mid Cap Growth | 0.0 | $15k | 319.00 | 47.02 | |
| WisdomTree SmallCap Dividend Fund (DES) | 0.0 | $21k | 750.00 | 28.00 | |
| Schwab U S Broad Market ETF (SCHB) | 0.0 | $21k | 322.00 | 65.22 | |
| Patrick Industries (PATK) | 0.0 | $25k | 435.00 | 57.47 | |
| Vanguard Admiral Fds Inc equity (VOOV) | 0.0 | $19k | 175.00 | 108.57 | |
| Kinder Morgan (KMI) | 0.0 | $20k | 1.3k | 15.31 | |
| Preferred Apartment Communitie | 0.0 | $22k | 1.5k | 14.66 | |
| Apollo Sr Floating Rate Fd I (AFT) | 0.0 | $21k | 1.2k | 17.02 | |
| Stag Industrial (STAG) | 0.0 | $22k | 924.00 | 23.81 | |
| United Cmnty Bks Ga Cap Stk (UCB) | 0.0 | $30k | 906.00 | 33.11 | |
| Amc Networks Inc Cl A (AMCX) | 0.0 | $16k | 317.00 | 50.47 | |
| Chefs Whse (CHEF) | 0.0 | $17k | 726.00 | 23.42 | |
| Fortune Brands (FBIN) | 0.0 | $21k | 360.00 | 58.33 | |
| Expedia (EXPE) | 0.0 | $27k | 252.00 | 107.14 | |
| Michael Kors Holdings | 0.0 | $17k | 250.00 | 68.00 | |
| 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 | $21k | 674.00 | 31.16 | |
| Supernus Pharmaceuticals (SUPN) | 0.0 | $24k | 524.00 | 45.80 | |
| Five Below (FIVE) | 0.0 | $27k | 350.00 | 77.14 | |
| Wright Express (WEX) | 0.0 | $32k | 200.00 | 160.00 | |
| Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 0.0 | $18k | 266.00 | 67.67 | |
| Stone Hbr Emerg Mkts Tl | 0.0 | $23k | 1.5k | 15.33 | |
| Twenty-first Century Fox | 0.0 | $23k | 617.00 | 37.28 | |
| Cdw (CDW) | 0.0 | $31k | 441.00 | 70.29 | |
| Tableau Software Inc Cl A | 0.0 | $16k | 200.00 | 80.00 | |
| Biotelemetry | 0.0 | $27k | 814.00 | 33.17 | |
| Biosante Pharmaceuticals (ANIP) | 0.0 | $22k | 363.00 | 60.61 | |
| Sterling Bancorp | 0.0 | $25k | 1.1k | 22.79 | |
| Clearbridge Amern Energ M | 0.0 | $25k | 3.6k | 7.01 | |
| Intercontinental Exchange (ICE) | 0.0 | $18k | 250.00 | 72.00 | |
| Sirius Xm Holdings | 0.0 | $17k | 2.7k | 6.42 | |
| Graham Hldgs (GHC) | 0.0 | $31k | 50.00 | 620.00 | |
| Vodafone Group New Adr F (VOD) | 0.0 | $12k | 418.00 | 28.71 | |
| Trinet (TNET) | 0.0 | $26k | 513.00 | 50.68 | |
| Ishares Tr hdg msci eafe (HEFA) | 0.0 | $12k | 400.00 | 30.00 | |
| Now (DNOW) | 0.0 | $18k | 1.5k | 11.79 | |
| Spdr Index Shs Fds eur stoxx smcp | 0.0 | $16k | 250.00 | 64.00 | |
| Halyard Health | 0.0 | $26k | 542.00 | 47.97 | |
| Crown Castle Intl (CCI) | 0.0 | $28k | 271.00 | 103.32 | |
| Wayfair (W) | 0.0 | $20k | 300.00 | 66.67 | |
| Dbv Technologies S A | 0.0 | $19k | 800.00 | 23.75 | |
| Chimera Investment Corp etf | 0.0 | $21k | 1.2k | 16.95 | |
| Topbuild (BLD) | 0.0 | $23k | 302.00 | 76.16 | |
| Edgewell Pers Care (EPC) | 0.0 | $30k | 638.00 | 47.02 | |
| Alarm Com Hldgs (ALRM) | 0.0 | $23k | 589.00 | 39.05 | |
| Nielsen Hldgs Plc Shs Eur | 0.0 | $21k | 661.00 | 31.77 | |
| Lumentum Hldgs (LITE) | 0.0 | $30k | 466.00 | 64.38 | |
| Aimmune Therapeutics | 0.0 | $31k | 1.0k | 31.00 | |
| Legg Mason Etf Equity Tr low divi etf (LVHD) | 0.0 | $29k | 1.0k | 29.00 | |
| Liberty Media Corp Delaware Com C Siriusxm | 0.0 | $20k | 486.00 | 41.15 | |
| Ishares Inc msci em esg se (ESGE) | 0.0 | $13k | 170.00 | 76.47 | |
| Dell Technologies Inc Class V equity | 0.0 | $15k | 208.00 | 72.12 | |
| Advansix (ASIX) | 0.0 | $21k | 578.00 | 36.33 | |
| Energy Transfer Partners | 0.0 | $13k | 750.00 | 17.33 | |
| Micro Focus Intl | 0.0 | $17k | 952.00 | 17.86 | |
| Tapestry (TPR) | 0.0 | $16k | 295.00 | 54.24 | |
| 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 | $8.0k | 834.00 | 9.59 | |
| Grupo Televisa (TV) | 0.0 | $2.0k | 102.00 | 19.61 | |
| BHP Billiton | 0.0 | $2.0k | 60.00 | 33.33 | |
| Infosys Technologies (INFY) | 0.0 | $10k | 581.00 | 17.21 | |
| Cnooc | 0.0 | $9.0k | 55.00 | 163.64 | |
| Annaly Capital Management | 0.0 | $10k | 1.0k | 10.00 | |
| Hartford Financial Services (HIG) | 0.0 | $7.0k | 131.00 | 53.44 | |
| PennyMac Mortgage Investment Trust (PMT) | 0.0 | $7.0k | 400.00 | 17.50 | |
| Western Union Company (WU) | 0.0 | $3.0k | 184.00 | 16.30 | |
| Signature Bank (SBNY) | 0.0 | $3.0k | 19.00 | 157.89 | |
| People's United Financial | 0.0 | $8.0k | 415.00 | 19.28 | |
| Coca-Cola FEMSA, S.A.B. de C.V. (KOF) | 0.0 | $0 | 7.00 | 0.00 | |
| Archer Daniels Midland Company (ADM) | 0.0 | $5.0k | 100.00 | 50.00 | |
| Great Plains Energy Incorporated | 0.0 | $10k | 320.00 | 31.25 | |
| Cameco Corporation (CCJ) | 0.0 | $1.0k | 100.00 | 10.00 | |
| Franklin Resources (BEN) | 0.0 | $3.0k | 92.00 | 32.61 | |
| Hillenbrand (HI) | 0.0 | $4.0k | 79.00 | 50.63 | |
| 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 | $2.0k | 50.00 | 40.00 | |
| 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 | $1.0k | 38.00 | 26.32 | |
| Transocean (RIG) | 0.0 | $1.0k | 53.00 | 18.87 | |
| Schnitzer Steel Industries (RDUS) | 0.0 | $2.0k | 52.00 | 38.46 | |
| 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 | $3.0k | 87.00 | 34.48 | |
| 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 | $999.940000 | 17.00 | 58.82 | |
| 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 | $8.0k | 261.00 | 30.65 | |
| Callaway Golf Company (MODG) | 0.0 | $3.0k | 156.00 | 19.23 | |
| AGCO Corporation (AGCO) | 0.0 | $5.0k | 74.00 | 67.57 | |
| GlaxoSmithKline | 0.0 | $0 | 0 | 0.00 | |
| 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 | $8.0k | 300.00 | 26.67 | |
| PT Telekomunikasi Indonesia (TLK) | 0.0 | $7.0k | 275.00 | 25.45 | |
| Gap (GAP) | 0.0 | $0 | 13.00 | 0.00 | |
| Agilent Technologies Inc C ommon (A) | 0.0 | $8.0k | 114.00 | 70.18 | |
| Shinhan Financial (SHG) | 0.0 | $9.0k | 209.00 | 43.06 | |
| 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 | |
| Tootsie Roll Industries (TR) | 0.0 | $1.0k | 46.00 | 21.74 | |
| American Woodmark Corporation (AMWD) | 0.0 | $3.0k | 33.00 | 90.91 | |
| Hilltop Holdings (HTH) | 0.0 | $2.0k | 90.00 | 22.22 | |
| Discovery Communications | 0.0 | $3.0k | 160.00 | 18.75 | |
| ConAgra Foods (CAG) | 0.0 | $6.0k | 150.00 | 40.00 | |
| Dover Corporation (DOV) | 0.0 | $5.0k | 56.00 | 89.29 | |
| Sempra Energy (SRE) | 0.0 | $5.0k | 41.00 | 121.95 | |
| Robert Half International (RHI) | 0.0 | $2.0k | 29.00 | 68.97 | |
| 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 | $4.0k | 89.00 | 44.94 | |
| 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 | $9.0k | 877.00 | 10.26 | |
| Impax Laboratories | 0.0 | $2.0k | 112.00 | 17.86 | |
| Kadant (KAI) | 0.0 | $3.0k | 30.00 | 100.00 | |
| Saia (SAIA) | 0.0 | $4.0k | 50.00 | 80.00 | |
| Banco Macro SA (BMA) | 0.0 | $10k | 96.00 | 104.17 | |
| Cantel Medical | 0.0 | $3.0k | 31.00 | 96.77 | |
| Cypress Semiconductor Corporation | 0.0 | $9.0k | 500.00 | 18.00 | |
| Littelfuse (LFUS) | 0.0 | $3.0k | 14.00 | 214.29 | |
| Medicines Company | 0.0 | $3.0k | 81.00 | 37.04 | |
| Methode Electronics (MEI) | 0.0 | $2.0k | 50.00 | 40.00 | |
| Neenah Paper | 0.0 | $2.0k | 29.00 | 68.97 | |
| Bio-Rad Laboratories (BIO) | 0.0 | $6.0k | 25.00 | 240.00 | |
| 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 | $5.0k | 500.00 | 10.00 | |
| G-III Apparel (GIII) | 0.0 | $3.0k | 84.00 | 35.71 | |
| Modine Manufacturing (MOD) | 0.0 | $3.0k | 158.00 | 18.99 | |
| Steven Madden (SHOO) | 0.0 | $2.0k | 37.00 | 54.05 | |
| Selective Insurance (SIGI) | 0.0 | $3.0k | 56.00 | 53.57 | |
| South Jersey Industries | 0.0 | $2.0k | 73.00 | 27.40 | |
| TTM Technologies (TTMI) | 0.0 | $2.0k | 132.00 | 15.15 | |
| Werner Enterprises (WERN) | 0.0 | $2.0k | 58.00 | 34.48 | |
| Wintrust Financial Corporation (WTFC) | 0.0 | $4.0k | 44.00 | 90.91 | |
| Cimarex Energy | 0.0 | $9.0k | 100.00 | 90.00 | |
| Boardwalk Pipeline Partners | 0.0 | $3.0k | 300.00 | 10.00 | |
| Chicago Bridge & Iron Company | 0.0 | $0 | 5.00 | 0.00 | |
| NuVasive | 0.0 | $3.0k | 48.00 | 62.50 | |
| Children's Place Retail Stores (PLCE) | 0.0 | $3.0k | 21.00 | 142.86 | |
| Skyworks Solutions (SWKS) | 0.0 | $10k | 100.00 | 100.00 | |
| 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 | $6.0k | 39.00 | 153.85 | |
| IBERIABANK Corporation | 0.0 | $2.0k | 27.00 | 74.07 | |
| ICU Medical, Incorporated (ICUI) | 0.0 | $4.0k | 15.00 | 266.67 | |
| ImmunoGen | 0.0 | $7.0k | 702.00 | 9.97 | |
| Inter Parfums (IPAR) | 0.0 | $3.0k | 55.00 | 54.55 | |
| Realty Income (O) | 0.0 | $4.0k | 74.00 | 54.05 | |
| Orbotech Ltd Com Stk | 0.0 | $2.0k | 35.00 | 57.14 | |
| Otter Tail Corporation (OTTR) | 0.0 | $2.0k | 51.00 | 39.22 | |
| Pinnacle Financial Partners (PNFP) | 0.0 | $8.0k | 117.00 | 68.38 | |
| Enzo Biochem (ENZB) | 0.0 | $2.0k | 279.00 | 7.17 | |
| Flotek Industries | 0.0 | $999.530000 | 109.00 | 9.17 | |
| Lydall | 0.0 | $3.0k | 55.00 | 54.55 | |
| Silicon Motion Technology (SIMO) | 0.0 | $3.0k | 64.00 | 46.88 | |
| Builders FirstSource (BLDR) | 0.0 | $2.0k | 102.00 | 19.61 | |
| Extreme Networks (EXTR) | 0.0 | $3.0k | 262.00 | 11.45 | |
| Tor Dom Bk Cad (TD) | 0.0 | $3.0k | 46.00 | 65.22 | |
| Alnylam Pharmaceuticals (ALNY) | 0.0 | $3.0k | 32.00 | 93.75 | |
| iShares Gold Trust | 0.0 | $6.0k | 500.00 | 12.00 | |
| Materials SPDR (XLB) | 0.0 | $7.0k | 115.00 | 60.87 | |
| Anika Therapeutics (ANIK) | 0.0 | $2.0k | 41.00 | 48.78 | |
| Brandywine Realty Trust (BDN) | 0.0 | $2.0k | 152.00 | 13.16 | |
| 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 | |
| Financial Select Sector SPDR (XLF) | 0.0 | $10k | 375.00 | 26.67 | |
| Simon Property (SPG) | 0.0 | $10k | 62.00 | 161.29 | |
| Vanguard Europe Pacific ETF (VEA) | 0.0 | $5.0k | 108.00 | 46.30 | |
| Unisys Corporation (UIS) | 0.0 | $0 | 2.00 | 0.00 | |
| Medidata Solutions | 0.0 | $3.0k | 45.00 | 66.67 | |
| Eagle Ban (EGBN) | 0.0 | $2.0k | 39.00 | 51.28 | |
| Lakeland Financial Corporation (LKFN) | 0.0 | $3.0k | 57.00 | 52.63 | |
| LogMeIn | 0.0 | $10k | 89.00 | 112.36 | |
| iShares Barclays 20+ Yr Treas.Bond (TLT) | 0.0 | $10k | 80.00 | 125.00 | |
| iShares S&P SmallCap 600 Index (IJR) | 0.0 | $8.0k | 97.00 | 82.47 | |
| iShares MSCI Pacific ex-Japan Idx (EPP) | 0.0 | $2.0k | 35.00 | 57.14 | |
| iShares S&P SmallCap 600 Growth (IJT) | 0.0 | $7.0k | 40.00 | 175.00 | |
| 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 | |
| SPS Commerce (SPSC) | 0.0 | $2.0k | 25.00 | 80.00 | |
| 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 | $3.0k | 70.00 | 42.86 | |
| Jp Morgan Alerian Mlp Index | 0.0 | $3.0k | 125.00 | 24.00 | |
| iShares Lehman Short Treasury Bond (SHV) | 0.0 | $4.0k | 32.00 | 125.00 | |
| iShares Dow Jones EPAC Sel Div Ind (IDV) | 0.0 | $0 | 0 | 0.00 | |
| 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 | $3.0k | 29.00 | 103.45 | |
| 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 | |
| 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 | $0 | 0 | 0.00 | |
| Schwab International Equity ETF (SCHF) | 0.0 | $9.0k | 267.00 | 33.71 | |
| John Hancock Income Securities Trust (JHS) | 0.0 | $3.0k | 250.00 | 12.00 | |
| 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 | |
| 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 | $10k | 252.00 | 39.68 | |
| Brookfield Renewable energy partners lpu (BEP) | 0.0 | $6.0k | 190.00 | 31.58 | |
| Post Holdings Inc Common (POST) | 0.0 | $8.0k | 100.00 | 80.00 | |
| Proofpoint | 0.0 | $2.0k | 18.00 | 111.11 | |
| Forum Energy Technolo | 0.0 | $2.0k | 146.00 | 13.70 | |
| Ptc (PTC) | 0.0 | $7.0k | 94.00 | 74.47 | |
| L Brands | 0.0 | $5.0k | 150.00 | 33.33 | |
| Ishares Inc Em Hgh Yld Bd other (EMHY) | 0.0 | $2.0k | 40.00 | 50.00 | |
| Tetraphase Pharmaceuticals | 0.0 | $7.0k | 2.2k | 3.18 | |
| Mallinckrodt Pub | 0.0 | $0 | 6.00 | 0.00 | |
| News (NWSA) | 0.0 | $0 | 1.00 | 0.00 | |
| wisdomtreetrusdivd.. (DGRW) | 0.0 | $7.0k | 160.00 | 43.75 | |
| Control4 | 0.0 | $2.0k | 79.00 | 25.32 | |
| Phillips 66 Partners | 0.0 | $7.0k | 150.00 | 46.67 | |
| Vanguard S&p 500 Etf idx (VOO) | 0.0 | $10k | 42.00 | 238.10 | |
| Ambev Sa- (ABEV) | 0.0 | $10k | 1.5k | 6.80 | |
| Nmi Hldgs Inc cl a (NMIH) | 0.0 | $999.600000 | 98.00 | 10.20 | |
| Exchange Traded Concepts Tr robo stx glb etf (ROBO) | 0.0 | $8.0k | 200.00 | 40.00 | |
| Installed Bldg Prods (IBP) | 0.0 | $2.0k | 47.00 | 42.55 | |
| Malibu Boats (MBUU) | 0.0 | $2.0k | 49.00 | 40.82 | |
| Investors Ban | 0.0 | $6.0k | 480.00 | 12.50 | |
| Lands' End (LE) | 0.0 | $999.900000 | 30.00 | 33.33 | |
| Arista Networks | 0.0 | $5.0k | 19.00 | 263.16 | |
| 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 | $2.0k | 49.00 | 40.82 | |
| Synchrony Financial (SYF) | 0.0 | $3.0k | 100.00 | 30.00 | |
| Healthequity (HQY) | 0.0 | $3.0k | 43.00 | 69.77 | |
| Keysight Technologies (KEYS) | 0.0 | $3.0k | 57.00 | 52.63 | |
| Liberty Broadband Cl C (LBRDK) | 0.0 | $5.0k | 66.00 | 75.76 | |
| Liberty Broadband Corporation (LBRDA) | 0.0 | $3.0k | 33.00 | 90.91 | |
| Hubspot (HUBS) | 0.0 | $2.0k | 14.00 | 142.86 | |
| Outfront Media | 0.0 | $0 | 11.00 | 0.00 | |
| Dave & Buster's Entertainmnt (PLAY) | 0.0 | $2.0k | 48.00 | 41.67 | |
| Etfis Ser Tr I bioshs biote (BBP) | 0.0 | $5.0k | 130.00 | 38.46 | |
| Windstream Holdings | 0.0 | $0 | 8.00 | 0.00 | |
| Lexicon Pharmaceuticals (LXRX) | 0.0 | $2.0k | 188.00 | 10.64 | |
| Westrock (WRK) | 0.0 | $5.0k | 71.00 | 70.42 | |
| Houlihan Lokey Inc cl a (HLI) | 0.0 | $3.0k | 59.00 | 50.85 | |
| 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 | |
| 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 | $9.0k | 324.00 | 27.78 | |
| Liberty Media Corp Series C Li | 0.0 | $3.0k | 90.00 | 33.33 | |
| Liberty Media Corp Del Com Ser | 0.0 | $2.0k | 74.00 | 27.03 | |
| Liberty Media Corp Delaware Com A Siriusxm | 0.0 | $9.0k | 219.00 | 41.10 | |
| Liberty Media Corp Delaware Com C Braves Grp | 0.0 | $0 | 5.00 | 0.00 | |
| Novanta (NOVT) | 0.0 | $3.0k | 52.00 | 57.69 | |
| California Res Corp | 0.0 | $0 | 1.00 | 0.00 | |
| Ingevity (NGVT) | 0.0 | $1.0k | 11.00 | 90.91 | |
| 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 | |
| Donnelley Finl Solutions (DFIN) | 0.0 | $0 | 25.00 | 0.00 | |
| Donnelley R R & Sons Co when issued | 0.0 | $999.900000 | 66.00 | 15.15 | |
| 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 | 30.00 | 66.67 | |
| Arconic | 0.0 | $2.0k | 92.00 | 21.74 | |
| Lions Gate Entmnt Corp cl b non vtg | 0.0 | $8.0k | 307.00 | 26.06 | |
| Conduent Incorporate (CNDT) | 0.0 | $5.0k | 240.00 | 20.83 | |
| Hilton Worldwide Holdings (HLT) | 0.0 | $5.0k | 66.00 | 75.76 | |
| Qiagen Nv | 0.0 | $1.0k | 42.00 | 23.81 | |
| Snap Inc cl a (SNAP) | 0.0 | $1.0k | 100.00 | 10.00 | |
| Uniti Group Inc Com reit | 0.0 | $0 | 10.00 | 0.00 | |
| Mannkind (MNKD) | 0.0 | $3.0k | 2.0k | 1.50 | |
| Tellurian (TELL) | 0.0 | $9.0k | 1.0k | 9.00 | |
| Xerox | 0.0 | $8.0k | 300.00 | 26.67 | |
| Adtalem Global Ed (ATGE) | 0.0 | $10k | 200.00 | 50.00 | |
| Frontier Communication | 0.0 | $0 | 125.00 | 0.00 | |
| Delek Us Holdings (DK) | 0.0 | $2.0k | 46.00 | 43.48 | |
| Brighthouse Finl (BHF) | 0.0 | $9.0k | 185.00 | 48.65 | |
| 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 | |
| Estre Ambiental (ESTRF) | 0.0 | $4.0k | 450.00 | 8.89 | |
| Estre Ambiental Inc *w exp 12/21/202 (ESTWF) | 0.0 | $0 | 225.00 | 0.00 |