0001730033-18-000006.txt : 20181113 0001730033-18-000006.hdr.sgml : 20181113 20181113102301 ACCESSION NUMBER: 0001730033-18-000006 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20180930 FILED AS OF DATE: 20181113 DATE AS OF CHANGE: 20181113 EFFECTIVENESS DATE: 20181113 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Crewe Advisors LLC CENTRAL INDEX KEY: 0001730033 IRS NUMBER: 472675165 STATE OF INCORPORATION: UT FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18317 FILM NUMBER: 181175961 BUSINESS ADDRESS: STREET 1: 136 E. SOUTH TEMPLE STREET 2: SUITE 2400 CITY: SALT LAKE CITY STATE: UT ZIP: 84111 BUSINESS PHONE: 3853552700 MAIL ADDRESS: STREET 1: 136 E. SOUTH TEMPLE STREET 2: SUITE 2400 CITY: SALT LAKE CITY STATE: UT ZIP: 84111 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001730033 XXXXXXXX 09-30-2018 09-30-2018 Crewe Advisors LLC

136 E. SOUTH TEMPLE SUITE 2400 SALT LAKE CITY UT 84111

13F COMBINATION REPORT 028-18317 0001093589 028-05119 ALTA CAPITAL MANAGEMENT LLC/ 0001207017 028-10469 LAZARD ASSET MANAGEMENT LLC 0001591505 028-16047 Swan Global Investments, LLC 0000872163 028-02824 NAVELLIER & ASSOCIATES INC 0000813933 028-01880 ANCHOR CAPITAL ADVISORS LLC 0001427514 028-13023 Dana Investment Advisors, Inc. 0001021223 028-05792 KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 0001082917 028-04145 GW&K Investment Management, LLC 0001230440 028-17085 Neuberger Berman Investment Advisers LLC 0000897378 028-03434 CONGRESS ASSET MANAGEMENT CO /MA N Dustin Thackeray 3853552700 Dustin Thackeray Salt Lake City UT 11-13-2018 0 234 118172 false INFORMATION TABLE 2 xml13f-creweadvisors09302018.xml 3-D SYS CORP DEL COM NEW 88554D205 5 250 SH SOLE 250 0 0 3M CO COM 88579Y101 166 786 SH SOLE 786 0 0 51JOB INC SP ADR 316827104 14 185 SH SOLE 185 0 0 ABBVIE INC COM 00287Y109 7 75 SH SOLE 75 0 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 26 150 SH SOLE 150 0 0 ADOBE SYS INC COM 00724F101 54 200 SH SOLE 200 0 0 AFLAC INC COM 001055102 36 766 SH SOLE 766 0 0 ALCOA CORP COM 013872106 10 250 SH SOLE 250 0 0 ALIBABA GROUP HLDG LTD SPONSORED 01609W102 173 1050 SH SOLE 1050 0 0 ALIGN TECHNOLOGY INC COM 016255101 54 137 SH SOLE 137 0 0 ALLIANCE DATA SYSTEMS CORP COM 018581108 15 65 SH SOLE 65 0 0 ALLSTATE CORP COM 020002101 27 278 SH SOLE 278 0 0 ALPHABET INC CAP STK CL C 02079K107 92 77 SH SOLE 77 0 0 ALPHABET INC CAP STK CL A 02079K305 320 265 SH SOLE 265 0 0 ALTRIA GROUP INC COM 02209S103 18 300 SH SOLE 300 0 0 AMAZON COM INC COM 023135106 747 373 SH SOLE 373 0 0 AMERICANELEC PWR INC COM 025537101 11 155 SH SOLE 155 0 0 AMERICANEXPRESS CO COM 025816109 26 241 SH SOLE 241 0 0 AMERICANMIDSTREAM PARTNERS COM UNITS 02752P100 5 866 SH SOLE 866 0 0 AMERIPRISE FINL INC COM 03076C106 66 445 SH SOLE 445 0 0 AMGEN INC COM 031162100 46 220 SH SOLE 220 0 0 AMPHENOL CORP NEW CL A 032095101 42 452 SH SOLE 452 0 0 ANNALY CAP MGMT INC COM 035710409 83 8161 SH SOLE 8161 0 0 APACHE CORP COM 037411105 52 1087 SH SOLE 1087 0 0 APPLE INC COM 037833100 3467 15357 SH SOLE 15357 0 0 APTIV PLC SHS G6095L109 40 475 SH SOLE 475 0 0 ARCONIC INC COM 03965L100 17 750 SH SOLE 750 0 0 AT&TINC COM 00206R102 209 6225 SH SOLE 6225 0 0 BANK AMER CORP COM 060505104 9 300 SH SOLE 300 0 0 BARCLAYS BK PLC DJUBS CMDT ETN36 06738C778 5 200 SH SOLE 200 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 603 2816 SH SOLE 2816 0 0 BEST BUY INC COM 086516101 24 300 SH SOLE 300 0 0 BLACK HILLS CORP COM 092113109 46 799 SH SOLE 799 0 0 BLACKROCK INC COM 09247X101 35 75 SH SOLE 75 0 0 BLUEBIRD BIO INC COM 09609G100 29 200 SH SOLE 200 0 0 BOEING CO COM 097023105 390 1048 SH SOLE 1048 0 0 BOOKING HLDGS INC COM 09857L108 220 111 SH SOLE 111 0 0 BP PLC SPONSORED ADR 055622104 465 10078 SH SOLE 10078 0 0 BRISTOL MYERS SQUIBB CO COM 110122108 164 2648 SH SOLE 2648 0 0 BRITISH AMERN TOB PLC SPONSORED ADR 110448107 5 105 SH SOLE 105 0 0 CANON INC SPONSORED ADR 138006309 37 1156 SH SOLE 1156 0 0 CANOPY GROWTH CORP COM 138035100 68 1393 SH SOLE 1393 0 0 CATERPILLAR INC DEL COM 149123101 28 183 SH SOLE 183 0 0 CELGENE CORP COM 151020104 1 16 SH SOLE 16 0 0 CENTERPOINT ENERGY INC COM 15189T107 4 158 SH SOLE 158 0 0 CHEESECAKE FACTORY INC COM 163072101 54 1000 SH SOLE 1000 0 0 CHEVRON CORP NEW COM 166764100 16683 136436 SH SOLE 136436 0 0 CHUBB LIMITED COM H1467J104 27 200 SH SOLE 200 0 0 CISCO SYS INC COM 17275R102 85 1738 SH SOLE 1738 0 0 COCA COLA EUROPEAN PARTNERS SHS G25839104 28 605 SH SOLE 605 0 0 COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 50 650 SH SOLE 650 0 0 COMCASTCORP NEW CL A 20030N101 118 3341 SH SOLE 3341 0 0 CONOCOPHILLIPS COM 20825C104 24 311 SH SOLE 311 0 0 COSTCO WHSL CORP NEW COM 22160K105 89 378 SH SOLE 378 0 0 CVSHEALTH CORP COM 126650100 9 110 SH SOLE 110 0 0 DBX ETF TR XTRACK MSCI EAFE 233051200 11726 362584 SH SOLE 362584 0 0 DIREXIONSHSETFTR DLY SMCAP BULL3X 25459W847 11 120 SH SOLE 120 0 0 DISNEY WALT CO COM DISNEY 254687106 21 180 SH SOLE 180 0 0 DOLBY LABORATORIES INC COM 25659T107 52 741 SH SOLE 741 0 0 DOLLAR TREE INC COM 256746108 39 476 SH SOLE 476 0 0 DTE ENERGY CO COM 233331107 56 509 SH SOLE 509 0 0 DUKE ENERGY CORP NEW COM NEW 26441C204 324 4046 SH SOLE 4046 0 0 DYNAGAS LNG PARTNERS LP COM UNIT Y2188B108 7 750 SH SOLE 750 0 0 ECOLAB INC COM 278865100 41 260 SH SOLE 260 0 0 ENERGIZER HLDGS INC NEW COM 29272W109 6 109 SH SOLE 109 0 0 ESSEX PPTY TR INC COM 297178105 829 3359 SH SOLE 3359 0 0 EXONE CO COM 302104104 5 500 SH SOLE 500 0 0 EXXON MOBIL CORP COM 30231G102 1137 13373 SH SOLE 13373 0 0 FACEBOOK INC CL A 30303M102 382 2323 SH SOLE 2323 0 0 FASTENAL CO COM 311900104 32 560 SH SOLE 560 0 0 FEDEX CORP COM 31428X106 20 84 SH SOLE 84 0 0 FIRSTFINL BANKSHARES COM 32020R109 286 4845 SH SOLE 4845 0 0 FIRSTTR VALUE LINE DIVID IN SHS 33734H106 4 132 SH SOLE 132 0 0 FIRSTTREXCHANGE TRADEDFD DORSEY WRT 5 ETF 33738R605 39 1250 SH SOLE 1250 0 0 FORD MTR CO DEL COM PAR $0.01 345370860 0 50 SH SOLE 50 0 0 FORTIS INC COM 349553107 15 465 SH SOLE 465 0 0 GENERAL ELECTRIC CO COM 369604103 332 29422 SH SOLE 29422 0 0 GILEAD SCIENCES INC COM 375558103 63 817 SH SOLE 817 0 0 GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 13 330 SH SOLE 330 0 0 GOLDMAN SACHS MLP ENERGY REN COM 38148G107 9 1320 SH SOLE 1320 0 0 GOLDMANSACHSGROUP INC COM 38141G104 151 675 SH SOLE 675 0 0 GRAMERCY PPTY TR COM NEW 385002308 487 17732 SH SOLE 17732 0 0 HOME DEPOT INC COM 437076102 48 233 SH SOLE 233 0 0 IDACORP INC COM 451107106 40 400 SH SOLE 400 0 0 ILLINOISTOOLWKSINC COM 452308109 60 427 SH SOLE 427 0 0 INTEL CORP COM 458140100 122 2584 SH SOLE 2584 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 8 55 SH SOLE 55 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 1633 8791 SH SOLE 8791 0 0 INVESCODB MLTI SECTR CMMTY OIL FD 46140H403 13 1000 SH SOLE 1000 0 0 INVESCOEXCHANGETRADEDFDT FTSE RAFI 1000 46137V613 125 1052 SH SOLE 1052 0 0 INVESCOEXCHNGTRADEDFDTR S&P500 HDL VOL 46138E362 83 2000 SH SOLE 2000 0 0 INVESCOEXCHNGTRADEDFDTR PFD ETF 46138E511 2550 178042 SH SOLE 178042 0 0 INVESCOEXCHNGTRADEDFDTR FTSE RAFI EMNG 46138E727 30 1401 SH SOLE 1401 0 0 INVESCOEXCHNGTRADEDFDTR FTSE RAFI DEV 46138E743 75 1739 SH SOLE 1739 0 0 ISHARES SILVER TRUST ISHARES 46428Q109 4 280 SH SOLE 280 0 0 ISHARESGOLD TRUST ISHARES 464285105 26 2266 SH SOLE 2266 0 0 ISHARESINC MIN VOL EMRG MKT 464286533 62 1052 SH SOLE 1052 0 0 ISHARESTR SELECT DIVID ETF 464287168 565 5665 SH SOLE 5665 0 0 ISHARESTR CORE S&P500 ETF 464287200 15583 53234 SH SOLE 53234 0 0 ISHARESTR CORE US AGGBD ET 464287226 115 1089 SH SOLE 1089 0 0 ISHARESTR MSCI EMG MKT ETF 464287234 46 1077 SH SOLE 1077 0 0 ISHARESTR S&P 500 VAL ETF 464287408 736 6355 SH SOLE 6355 0 0 ISHARESTR BARCLAYS 7 10 YR 464287440 3 27 SH SOLE 27 0 0 ISHARESTR MSCI EAFE ETF 464287465 3533 51966 SH SOLE 51966 0 0 ISHARESTR RUS MD CP GR ETF 464287481 7 53 SH SOLE 53 0 0 ISHARESTR RUS MID CAP ETF 464287499 219 994 SH SOLE 994 0 0 ISHARESTR CORE S&P MCP ETF 464287507 1946 9670 SH SOLE 9670 0 0 ISHARESTR RUS 1000 VAL 464287598 21 168 SH SOLE 168 0 0 ISHARESTR RUS 1000 GRW 464287614 19 123 SH SOLE 123 0 0 ISHARESTR RUS 2000 VAL 464287630 2 17 SH SOLE 17 0 0 ISHARESTR RUSSELL 2000 464287655 3031 17983 SH SOLE 17983 0 0 ISHARESTR RUSSELL 3000 ETF 464287689 1084 6294 SH SOLE 6294 0 0 ISHARESTR U.S. TECH ETF 464287721 317 1636 SH SOLE 1636 0 0 ISHARESTR U.S. REAL ES ETF 464287739 16 200 SH SOLE 200 0 0 ISHARESTR EAFE SML CP ETF 464288273 61 979 SH SOLE 979 0 0 ISHARESTR JPMORGAN USD EMG 464288281 131 1216 SH SOLE 1216 0 0 ISHARESTR NATIONAL MUN ETF 464288414 544 5041 SH SOLE 5041 0 0 ISHARESTR INTL SEL DIV ETF 464288448 135 4134 SH SOLE 4134 0 0 ISHARESTR IBOXX HI YD ETF 464288513 123 1425 SH SOLE 1425 0 0 ISHARESTR USD INV GRDE ETF 464288620 49 918 SH SOLE 918 0 0 ISHARESTR SH TR CRPORT ETF 464288646 382 7376 SH SOLE 7376 0 0 ISHARESTR S&P US PFD STK 464288687 130 3499 SH SOLE 3499 0 0 ISHARESTR US HLTHCR PR ETF 464288828 577 2887 SH SOLE 2887 0 0 ISHARESTR MIN VOL USA ETF 46429B697 86 1500 SH SOLE 1500 0 0 JOHNSON & JOHNSON COM 478160104 28 200 SH SOLE 200 0 0 JPMORGAN CHASE & CO COM 46625H100 442 3914 SH SOLE 3914 0 0 JPMORGAN CHASE & CO ALERIAN ML ETN 46625H365 42 1536 SH SOLE 1536 0 0 KAYNE ANDERSN MLP MIDS INVT COM 486606106 296 16561 SH SOLE 16561 0 0 KEURIG DR PEPPER INC COM 49271V100 9 400 SH SOLE 400 0 0 KIMBERLY CLARK CORP COM 494368103 28 245 SH SOLE 245 0 0 KROGER CO COM 501044101 105 3590 SH SOLE 3590 0 0 LILLY ELI & CO COM 532457108 47 440 SH SOLE 440 0 0 LOCKHEED MARTIN CORP COM 539830109 46 134 SH SOLE 134 0 0 MANULIFE FINL CORP COM 56501R106 23 1266 SH SOLE 1266 0 0 MASTERCARD INCORPORATED CL A 57636Q104 95 425 SH SOLE 425 0 0 MCDONALDS CORP COM 580135101 55 328 SH SOLE 328 0 0 MCKESSON CORP COM 58155Q103 25 185 SH SOLE 185 0 0 MELCO RESORT ENTERTAINMENTL ADR 585464100 18 830 SH SOLE 830 0 0 MERRIMACK PHARMACEUTICALSIN COM NEW 590328209 1 100 SH SOLE 100 0 0 MICROSOFT CORP COM 594918104 2519 22024 SH SOLE 22024 0 0 MIDDLEBY CORP COM 596278101 31 241 SH SOLE 241 0 0 NETFLIX INC COM 64110L106 494 1321 SH SOLE 1321 0 0 NEXTERA ENERGY INC COM 65339F101 226 1349 SH SOLE 1349 0 0 NLIGHT INC COM 65487K100 27 1200 SH SOLE 1200 0 0 NORDSTROM INC COM 655664100 2 35 SH SOLE 35 0 0 NORTHROP GRUMMAN CORP COM 666807102 139 438 SH SOLE 438 0 0 NORTHWESTERN CORP COM NEW 668074305 202 3444 SH SOLE 3444 0 0 NRG ENERGY INC COM NEW 629377508 1 14 SH SOLE 14 0 0 NVIDIACORP COM 67066G104 167 595 SH SOLE 595 0 0 ORACLE CORP COM 68389X105 103 1991 SH SOLE 1991 0 0 PALO ALTO NETWORKS INC COM 697435105 56 250 SH SOLE 250 0 0 PAYPAL HLDGS INC COM 70450Y103 9 100 SH SOLE 100 0 0 PEPSICO INC COM 713448108 29 260 SH SOLE 260 0 0 PFIZER INC COM 717081103 275 6230 SH SOLE 6230 0 0 PHILIP MORRIS INTL INC COM 718172109 24 300 SH SOLE 300 0 0 PHILLIPS 66 COM 718546104 55 492 SH SOLE 492 0 0 PNCFINLSVCSGROUPINC COM 693475105 127 932 SH SOLE 932 0 0 PPG INDS INC COM 693506107 127 1160 SH SOLE 1160 0 0 PPL CORP COM 69351T106 126 4319 SH SOLE 4319 0 0 PROSHARESTR S&P MDCP 400 DIV 74347B680 4 75 SH SOLE 75 0 0 PROSHARESTR RUSS 2000 DIVD 74347B698 4 72 SH SOLE 72 0 0 PURE STORAGE INC CL A 74624M102 1 29 SH SOLE 29 0 0 RAYTHEON CO COM NEW 755111507 29 140 SH SOLE 140 0 0 REGIONS FINL CORP NEW COM 7591EP100 4 233 SH SOLE 233 0 0 ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 469 6890 SH SOLE 6890 0 0 SALESFORCE COM INC COM 79466L302 29 180 SH SOLE 180 0 0 SAVARA INC COM 805111101 44 3910 SH SOLE 3910 0 0 SCHLUMBERGER LTD COM 806857108 3 54 SH SOLE 54 0 0 SCHWABSTRATEGICTR SCHWB FDT EMK 808524730 18 630 SH SOLE 630 0 0 SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 22 375 SH SOLE 375 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 70 733 SH SOLE 733 0 0 SELECT SECTOR SPDR TR ENERGY 81369Y506 9 122 SH SOLE 122 0 0 SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 3 91 SH SOLE 91 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 3 43 SH SOLE 43 0 0 SEMGROUP CORP CL A 81663A105 1765 80056 SH SOLE 80056 0 0 SHERWIN WILLIAMS CO COM 824348106 94 206 SH SOLE 206 0 0 SIEBERT FINL CORP COM 826176109 57 3900 SH SOLE 3900 0 0 SNAP INC CL A 83304A106 17 2000 SH SOLE 2000 0 0 SOUTHERN CO COM 842587107 31 700 SH SOLE 700 0 0 SPDRDOW JONES INDL AVRG ETF UT SER 1 78467X109 208 786 SH SOLE 786 0 0 SPDRGOLD TRUST GOLD SHS 78463V107 349 3092 SH SOLE 3092 0 0 SPDRINDEXSHSFDS S&P INTL ETF 78463X772 77 2026 SH SOLE 2026 0 0 SPDRINDEXSHSFDS S&P INTL SMLCP 78463X871 137 3977 SH SOLE 3977 0 0 SPDRS&P 500 ETF TR TR UNIT 78462F103 14899 51250 SH SOLE 51250 0 0 SPDRS&PMIDCAP400ETFTR UTSER1 S&PDCRP 78467Y107 6853 18649 SH SOLE 18649 0 0 SPDRSERIES TRUST S&P BIOTECH 78464A870 3 34 SH SOLE 34 0 0 SPDRSERIESTRUST BLOOMBERG BRCLYS 78464A417 35 978 SH SOLE 978 0 0 SPDRSERIESTRUST S&P DIVID ETF 78464A763 332 3394 SH SOLE 3394 0 0 SPDRSERTR NUVEEN BLMBRG SR 78468R739 522 10956 SH SOLE 10956 0 0 SQUAREINC CL A 852234103 119 1200 SH SOLE 1200 0 0 STARBUCKS CORPCOM COM 855244109 47 833 SH SOLE 833 0 0 STMICROELECTRONICS N V NY REGISTRY 861012102 43 2357 SH SOLE 2357 0 0 STRATASYS LTD SHS M85548101 6 250 SH SOLE 250 0 0 SUNCOR ENERGY INC NEW COM 867224107 418 10794 SH SOLE 10794 0 0 SYSCO CORP COM 871829107 4 50 SH SOLE 50 0 0 TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 34 250 SH SOLE 250 0 0 TESLA INC COM 88160R101 479 1809 SH SOLE 1809 0 0 TEXAS INSTRS INC COM 882508104 86 800 SH SOLE 800 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 54 220 SH SOLE 220 0 0 TJX COS INC NEW COM 872540109 93 828 SH SOLE 828 0 0 TORO CO COM 891092108 43 720 SH SOLE 720 0 0 TORTOISE ENERGY INFRA CORP COM 89147L100 1416 52564 SH SOLE 52564 0 0 TRANSOCEAN LTD REG SHS H8817H100 50 3600 SH SOLE 3600 0 0 TRAVELERS COMPANIES INC COM 89417E109 75 582 SH SOLE 582 0 0 UNION PAC CORP COM 907818108 122 752 SH SOLE 752 0 0 UNITED TECHNOLOGIES CORP COM 913017109 425 3043 SH SOLE 3043 0 0 UNITEDPARCEL SERVICE INC CL B 911312106 6 50 SH SOLE 50 0 0 US BANCORP DEL COM NEW 902973304 12 235 SH SOLE 235 0 0 VALERO ENERGY CORP NEW COM 91913Y100 21 184 SH SOLE 184 0 0 VALVOLINE INC COM 92047W101 11 500 SH SOLE 500 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 13 47 SH SOLE 47 0 0 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 415 5141 SH SOLE 5141 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 141 860 SH SOLE 860 0 0 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 3 23 SH SOLE 23 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 18 160 SH SOLE 160 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 126 845 SH SOLE 845 0 0 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 167 2000 SH SOLE 2000 0 0 VANGUARDBD INDEX FDINC SHORT TRM BOND 921937827 7 92 SH SOLE 92 0 0 VANGUARDINTL EQUITYINDEXF FTSE EMR MKT ETF 922042858 1488 36289 SH SOLE 36289 0 0 VANGUARDSCOTTSDALEFDS SHRT TRM CORP BD 92206C409 766 9800 SH SOLE 9800 0 0 VANGUARDTAX MANAGEDINTLFD FTSE DEV MKT ETF 921943858 15 346 SH SOLE 346 0 0 VERIZON COMMUNICATIONSINC COM 92343V104 64 1200 SH SOLE 1200 0 0 VISA INC COM CL A 92826C839 2622 17468 SH SOLE 17468 0 0 VODAFONE GROUP PLC NEW SPONSORED ADR 92857W308 38 1760 SH SOLE 1760 0 0 WALMART INC COM 931142103 47 498 SH SOLE 498 0 0 WEATHERFORD INTL PLC ORD SHS G48833100 282 104171 SH SOLE 104171 0 0 WEC ENERGY GROUP INC COM 92939U106 203 3039 SH SOLE 3039 0 0 WELLS FARGO CO NEW COM 949746101 181 3438 SH SOLE 3438 0 0 WISDOMTREE TR FUTRE STRAT FD 97717W125 43 1050 SH SOLE 1050 0 0 WISDOMTREETR INTL SMCAP DIV 97717W760 6 90 SH SOLE 90 0 0 WYNN RESORTS LTD COM 983134107 64 500 SH SOLE 500 0 0 XENIA HOTELS & RESORTS INC COM 984017103 138 5837 SH SOLE 5837 0 0 ZIMMER BIOMET HLDGS INC COM 98956P102 16 120 SH SOLE 120 0 0 ZIONS BANCORPORATION COM 989701107 100 2000 SH SOLE 2000 0 0