Kelman-Lazarov, Inc. Diversified Active

CIK: 0001672067 · Show all filings

Period: Q2 2016 (← Previous) (Next →)

Filing Date: Jul 14, 2016

Total Value ($000): $175,066,004 (100.0% shares, 0.0% debt)

Holdings (377)

Berkshire Hathaway 4.7%
Value ($000) $8,302,029 Shares 57,669 Est. Cost $3901.99 Unrealized
Templeton Global Income Fund 3.5%
Value ($000) $6,201,541 Shares 957,028 Est. Cost $685.07 Unrealized
MOAT Market Vectors Etf Tr Mkt Vectors Wide Moat Etf 3.0%
Value ($000) $5,220,134 Shares 159,005 Est. Cost $32830.00 Unrealized
Eaton Vance Fl Rt In Tr 2.7%
Value ($000) $4,792,460 Shares 354,997 Est. Cost $1290.70 Unrealized
Revenueshares Etf Tr Large Cap Fd 2.7%
Value ($000) $4,759,352 Shares 116,451 Est. Cost $40.41 Unrealized
FDX FedEx Corp. 2.5%
Value ($000) $4,353,364 Shares 28,298 Est. Cost $119.51 Unrealized +16.5%
PG Procter & Gamble 2.5%
Value ($000) $4,348,396 Shares 51,290 Est. Cost $61.64 Unrealized +2.7%
Express Scripts Inc Com 2.5%
Value ($000) $4,337,433 Shares 56,862 Est. Cost $6409.97 Unrealized
Morgan Stanley Emerging Debt 2.4%
Value ($000) $4,275,361 Shares 461,204 Est. Cost $837.49 Unrealized
MAA Mid America Apt Communities 2.1%
Value ($000) $3,697,626 Shares 34,451 Est. Cost $66.03 Unrealized +9.1%
Prudential Global Short Duration High Yield Fd Inc 2.0%
Value ($000) $3,522,552 Shares 233,746 Est. Cost $355.21 Unrealized
VTV Vanguard Index Fds Vanguard Value Etf 2.0%
Value ($000) $3,469,071 Shares 40,803 Est. Cost $82.75 Unrealized
General American Investors 1.9%
Value ($000) $3,322,226 Shares 106,824 Est. Cost $31.31 Unrealized
VTR Ventas Inc Com 1.9%
Value ($000) $3,309,006 Shares 45,205 Est. Cost $36.67 Unrealized +18.5%
FNDX Sch Fnd US Lg Etf 1.8%
Value ($000) $3,201,982 Shares 105,363 Est. Cost $1665.42 Unrealized
Blackrock Core Tr 1.8%
Value ($000) $3,195,316 Shares 228,400 Est. Cost $13.42 Unrealized
Blackrock Multi-Sector Income Tr Com 1.7%
Value ($000) $3,052,044 Shares 184,525 Est. Cost $271.01 Unrealized
WFC Wells Fargo Co. 1.5%
Value ($000) $2,685,131 Shares 57,094 Est. Cost $37.11 Unrealized +0.3%
SPY S&P Depositary Receipts 1.5%
Value ($000) $2,654,449 Shares 12,645 Est. Cost $206.93 Unrealized
GOOGL Google Inc Cl A 1.5%
Value ($000) $2,591,702 Shares 3,649 Est. Cost $36.52 Unrealized -0.3%
Royce Value Trust 1.4%
Value ($000) $2,471,194 Shares 207,838 Est. Cost $11.66 Unrealized
MA Mastercard Inc Cl A Com 1.4%
Value ($000) $2,434,934 Shares 27,405 Est. Cost $83.42 Unrealized +8.2%
MOO Market Vectors Etf Tr Agribusiness Etf 1.3%
Value ($000) $2,335,032 Shares 48,606 Est. Cost $48040.00 Unrealized
SCHZ Sch US Agg Bnd Etf 1.3%
Value ($000) $2,334,913 Shares 43,505 Est. Cost $5968.35 Unrealized
BOND PIMCO Total Return ETF 1.3%
Value ($000) $2,241,463 Shares 20,845 Est. Cost $105.28 Unrealized
Adams Express 1.2%
Value ($000) $2,157,732 Shares 169,633 Est. Cost $12.70 Unrealized
Bank Amer Corp 1.2%
Value ($000) $2,086,810 Shares 85,525 Est. Cost $1112.12 Unrealized
MFS Charter Income Trust 1.2%
Value ($000) $2,075,015 Shares 244,407 Est. Cost $1613.41 Unrealized
MKC McCormick & Co Inc Com Non Vtg 1.2%
Value ($000) $2,043,503 Shares 19,302 Est. Cost $37.28 Unrealized +9.0%
SCHG Schw US Lcap Gro Etf 1.0%
Value ($000) $1,809,322 Shares 34,339 Est. Cost $3944.75 Unrealized
MDY MidCap SPDR Trust Unit Ser-1 1.0%
Value ($000) $1,758,067 Shares 6,445 Est. Cost $264.13 Unrealized
YUM Yum Brands Inc 1.0%
Value ($000) $1,666,758 Shares 19,954 Est. Cost $43.79 Unrealized +13.0%
EES Wisdomtree Tr Smallcap Earnings Fd 0.9%
Value ($000) $1,625,523 Shares 20,470 Est. Cost $12195.81 Unrealized
CLX Clorox Co Com 0.9%
Value ($000) $1,592,428 Shares 11,610 Est. Cost $96.11 Unrealized +2.7%
ATO Atmos Energy Corp. 0.9%
Value ($000) $1,558,704 Shares 19,370 Est. Cost $54.32 Unrealized +8.6%
VIG Vanguard Specialized Portfolios Dividend Appreciat 0.9%
Value ($000) $1,519,043 Shares 18,238 Est. Cost $1035.40 Unrealized
AMT American Tower Corp 0.9%
Value ($000) $1,513,720 Shares 13,325 Est. Cost $73.16 Unrealized +14.5%
SCHV Schw US Lcap Val Etf 0.8%
Value ($000) $1,445,274 Shares 32,239 Est. Cost $3829.02 Unrealized
Blackrock Income Trust 0.8%
Value ($000) $1,376,037 Shares 208,175 Est. Cost $6.60 Unrealized
BIDU Baidu Com Inc Spons Adr Repstg Ord Shs Cl A 0.8%
Value ($000) $1,351,915 Shares 8,184 Est. Cost $190.34 Unrealized
General Electric Co. 0.8%
Value ($000) $1,330,334 Shares 42,246 Est. Cost $31.94 Unrealized
Tri Continental Corp. 0.8%
Value ($000) $1,319,680 Shares 64,000 Est. Cost $1210.92 Unrealized
Templeton Emerging Markets Income Fund 0.7%
Value ($000) $1,306,528 Shares 123,959 Est. Cost $569.23 Unrealized
CMP Compass Minerals 0.7%
Value ($000) $1,302,714 Shares 17,465 Est. Cost $52.86 Unrealized +6.7%
Powershares Exchange Traded Fd Tr Dynamic Buyback 0.7%
Value ($000) $1,240,946 Shares 27,400 Est. Cost $45.44 Unrealized
DIS Walt Disney Co. 0.7%
Value ($000) $1,240,766 Shares 12,657 Est. Cost $89.04 Unrealized +3.5%
CNI Canadian Natl Ry Co Com Isin#ca1363751027 0.7%
Value ($000) $1,148,604 Shares 19,389 Est. Cost $46.73 Unrealized +8.2%
F Ford Motor Corp. 0.6%
Value ($000) $1,126,292 Shares 88,545 Est. Cost $7.59 Unrealized +4.5%
Macquarie Global Infrastructure Total Return Fd In 0.6%
Value ($000) $1,083,416 Shares 49,950 Est. Cost $20.00 Unrealized
1/100 Berkshire Htwy Class A 0.6%
Value ($000) $1,081,490 Shares 500 Est. Cost $2158.00 Unrealized
AAPL Apple Computer 0.6%
Value ($000) $1,060,352 Shares 11,058 Est. Cost $22.56 Unrealized +0.3%
FTA First Tr Large Cap Value Alphadex Fd Com Shs 0.6%
Value ($000) $1,050,000 Shares 26,250 Est. Cost $40.59 Unrealized
JNJ Johnson & Johnson 0.6%
Value ($000) $1,049,063 Shares 8,649 Est. Cost $78.77 Unrealized +10.5%
DIA Diamonds Tr Unit Ser I 0.6%
Value ($000) $1,013,102 Shares 5,650 Est. Cost $177.74 Unrealized
Monsanto Co New Com 0.6%
Value ($000) $1,003,777 Shares 9,907 Est. Cost $87.84 Unrealized
WMT Wal Mart Stores Inc. 0.6%
Value ($000) $980,751 Shares 13,470 Est. Cost $18.31 Unrealized +6.6%
AIVL Wisdomtree Tr Divid Top 100 Fd 0.5%
Value ($000) $922,569 Shares 11,938 Est. Cost $75.55 Unrealized
CBRL Cracker Barrel Old Ctry 0.5%
Value ($000) $912,084 Shares 5,375 Est. Cost $90.91 Unrealized +12.5%
VUG Vanguard Growth Fund ETF 0.5%
Value ($000) $888,245 Shares 8,252 Est. Cost $107.31 Unrealized
PEP Pepsico Inc. 0.5%
Value ($000) $880,743 Shares 8,338 Est. Cost $73.41 Unrealized +5.0%
Aqua America Inc Com 0.5%
Value ($000) $873,851 Shares 24,762 Est. Cost $31.95 Unrealized
IBB Ishares Nasdaq Biotech 0.5%
Value ($000) $869,440 Shares 3,309 Est. Cost $268.36 Unrealized
KMB Kimberly Clark Corp 0.5%
Value ($000) $850,222 Shares 6,206 Est. Cost $92.77 Unrealized +1.3%
MDLZ Mondelez Intl Inc Cl A 0.5%
Value ($000) $843,783 Shares 18,705 Est. Cost $32.41 Unrealized +7.5%
XLK Technology Select Sector Spdr 0.5%
Value ($000) $826,930 Shares 19,023 Est. Cost $44.72 Unrealized
NSC Norfolk Southern Corp 0.5%
Value ($000) $824,310 Shares 9,675 Est. Cost $61.54 Unrealized +13.3%
MMM 3m Co Com 0.5%
Value ($000) $796,074 Shares 4,535 Est. Cost $92.76 Unrealized +10.4%
LOW Lowes Cos Inc 0.4%
Value ($000) $739,484 Shares 9,290 Est. Cost $58.89 Unrealized +10.0%
Cohen & Steers Quality Income Rlty Fd Inc Com 0.4%
Value ($000) $726,402 Shares 53,530 Est. Cost $12.57 Unrealized
KMX Carmax Inc 0.4%
Value ($000) $717,587 Shares 14,450 Est. Cost $47.20 Unrealized +8.8%
TROW T. Rowe Price 0.4%
Value ($000) $693,017 Shares 9,580 Est. Cost $48.50 Unrealized +8.0%
Templeton Dragon Fund 0.4%
Value ($000) $689,475 Shares 39,625 Est. Cost $17.05 Unrealized
First Israel Fund 0.4%
Value ($000) $683,082 Shares 41,550 Est. Cost $17.04 Unrealized
MUNI Pimco Etf Tr Inter Mun Bd Strategy Fd 0.4%
Value ($000) $664,927 Shares 12,083 Est. Cost $54.12 Unrealized
GILD Gilead Sciences Inc 0.4%
Value ($000) $624,570 Shares 7,360 Est. Cost $63.42 Unrealized -1.0%
PFE Pfizer 0.3%
Value ($000) $593,806 Shares 16,694 Est. Cost $18.68 Unrealized +12.7%
GIS General Mls Inc 0.3%
Value ($000) $593,073 Shares 8,244 Est. Cost $41.33 Unrealized +10.0%
IYY Ishares Tr Dow Jones US Total Mkt 0.3%
Value ($000) $582,238 Shares 5,552 Est. Cost $103.21 Unrealized
NVS Novartis Ag Sponsored Adr 0.3%
Value ($000) $575,910 Shares 6,963 Est. Cost $71.38 Unrealized
GOOG Google Inc 0.3%
Value ($000) $563,563 Shares 806 Est. Cost $35.55 Unrealized +0.3%
ORCL Oracle Corp 0.3%
Value ($000) $542,049 Shares 13,266 Est. Cost $31.95 Unrealized +8.2%
DLN Wisdomtree Tr Largecap Divid Fd 0.3%
Value ($000) $520,118 Shares 6,859 Est. Cost $73.77 Unrealized
XMUSX Blackrock Muniholdings Insd Fd Inc Com 0.3%
Value ($000) $502,496 Shares 32,800 Est. Cost $14.12 Unrealized
HD Home Depot 0.3%
Value ($000) $483,612 Shares 3,731 Est. Cost $98.91 Unrealized +6.1%
Blackrock Inc Com 0.3%
Value ($000) $474,379 Shares 1,390 Est. Cost $342.45 Unrealized
Unilever Plc Spon Adr New Isin#us9047677045 0.3%
Value ($000) $456,285 Shares 9,500 Est. Cost $45.05 Unrealized
ILCG Ishares Tr Large Growth Index Fd 0.3%
Value ($000) $455,065 Shares 3,865 Est. Cost $119.53 Unrealized
DEO Diageo Plc Sponsored Adr New 0.2%
Value ($000) $430,961 Shares 3,790 Est. Cost $107.39 Unrealized
FEZ Spdr Index Shs Fds Euro Stoxx 50 Etf 0.2%
Value ($000) $416,498 Shares 13,375 Est. Cost $32.87 Unrealized
MRK Merck & Co Inc 0.2%
Value ($000) $415,372 Shares 7,169 Est. Cost $36.23 Unrealized +9.0%
NFLX Netflix Com Inc 0.2%
Value ($000) $408,431 Shares 4,225 Est. Cost $9.82 Unrealized -2.1%
VHT Vanguard World Fds Vanguard Health Care Etf 0.2%
Value ($000) $395,637 Shares 3,013 Est. Cost $124.79 Unrealized
SPTM Spdr Russell 3000 Etf 0.2%
Value ($000) $393,052 Shares 2,525 Est. Cost $153.27 Unrealized
XOM Exxon Mobil Corp 0.2%
Value ($000) $386,058 Shares 4,114 Est. Cost $51.96 Unrealized +11.3%
AXP Am Express Co. 0.2%
Value ($000) $330,093 Shares 5,439 Est. Cost $50.49 Unrealized +9.4%
AMZN Amazon Com Inc 0.2%
Value ($000) $326,556 Shares 450 Est. Cost $28.38 Unrealized +19.2%
IJR Ishares Tr S&P SmCap 600 0.2%
Value ($000) $303,752 Shares 2,610 Est. Cost $112.94 Unrealized
Powershares Exchange-Traded Fd Tr Intl Divid Achie 0.2%
Value ($000) $299,415 Shares 21,175 Est. Cost $13.70 Unrealized
Morgan Stanley Asia Pacific Fund 0.2%
Value ($000) $289,077 Shares 20,872 Est. Cost $13.65 Unrealized
Rydex Etf Tr Russell Top 50 Etf Fd 0.2%
Value ($000) $274,263 Shares 1,850 Est. Cost $146.49 Unrealized
TSCO Tractor Supply Co 0.2%
Value ($000) $269,920 Shares 2,919 Est. Cost $14.78 Unrealized +8.5%
IWB Ishares Tr Russell 1000 Index 0.1%
Value ($000) $257,496 Shares 2,198 Est. Cost $114.65 Unrealized
AMGN Amgen Inc. 0.1%
Value ($000) $252,402 Shares 1,636 Est. Cost $110.79 Unrealized +5.3%
Boulder Growth & Income Fd Inc Com 0.1%
Value ($000) $249,493 Shares 30,425 Est. Cost $7.92 Unrealized
IWD IShares Tr Russell 1000 Value 0.1%
Value ($000) $240,266 Shares 2,325 Est. Cost $99.18 Unrealized
RGA Reinsurance Group Amer Inc Com New 0.1%
Value ($000) $235,592 Shares 2,450 Est. Cost $88.04 Unrealized +9.0%
T At&T Inc 0.1%
Value ($000) $232,391 Shares 5,346 Est. Cost $14.13 Unrealized +7.0%
IWF IShares Tr Russell 1000 Growth Index Fund 0.1%
Value ($000) $214,650 Shares 2,132 Est. Cost $10243.54 Unrealized
E I Du Pont De Nemours & Co. 0.1%
Value ($000) $204,343 Shares 3,175 Est. Cost $63.94 Unrealized
Suntrust Bks Inc 0.1%
Value ($000) $194,309 Shares 4,773 Est. Cost $36.66 Unrealized
Powershares Exchange Traded Fd Tr II Powershares I 0.1%
Value ($000) $194,250 Shares 7,400 Est. Cost $27.16 Unrealized
KHC Kraft Heinz Company 0.1%
Value ($000) $193,334 Shares 2,191 Est. Cost $48.31 Unrealized +10.9%
Van Kmpn Am Cap TR Inv Muni 0.1%
Value ($000) $179,040 Shares 12,000 Est. Cost $14.00 Unrealized
DBEF Dbx Etf Tr X-Trackers Msci Eafe Hedged Equity Fd 0.1%
Value ($000) $162,618 Shares 6,523 Est. Cost $25.25 Unrealized
Health Care Ppty 0.1%
Value ($000) $160,777 Shares 4,552 Est. Cost $35320.08 Unrealized
PM Philip Morris Intl Inc Com 0.1%
Value ($000) $159,820 Shares 1,578 Est. Cost $55.87 Unrealized +9.9%
IVE IShares Tr S&P 500/Barra Value 0.1%
Value ($000) $157,964 Shares 1,700 Est. Cost $90.00 Unrealized
SNN Smith & Nephew PLC Spons ADR New 0.1%
Value ($000) $152,306 Shares 4,407 Est. Cost $33.58 Unrealized
Tortoise Mlp Cf 0.1%
Value ($000) $152,192 Shares 8,200 Est. Cost $16.22 Unrealized
Petroleum Resources Corp. 0.1%
Value ($000) $150,354 Shares 7,484 Est. Cost $17.88 Unrealized
IBM Int'l Business Machines 0.1%
Value ($000) $144,733 Shares 950 Est. Cost $84.07 Unrealized +13.2%
Powershs Qqq TRUST Ser 0.1%
Value ($000) $142,990 Shares 1,323 Est. Cost $16023.90 Unrealized
VEU Vanguard Intl Equity Index Fd Inc Ftse All World E 0.1%
Value ($000) $142,909 Shares 3,325 Est. Cost $42.92 Unrealized
VTI Vanguard Index Fds Vanguard Total Stk Mkt Etf 0.1%
Value ($000) $142,373 Shares 1,326 Est. Cost $105.42 Unrealized
Blackrock Build Amer Bd Tr Shs 0.1%
Value ($000) $134,695 Shares 5,500 Est. Cost $23.09 Unrealized
Morgan Stanley Emerging Mkt 0.1%
Value ($000) $134,300 Shares 10,000 Est. Cost $13.20 Unrealized
GLD Spdr Gold Tr Gold Shs 0.1%
Value ($000) $134,188 Shares 1,045 Est. Cost $116.75 Unrealized
Asia Pacific Basin Fund 0.1%
Value ($000) $133,362 Shares 13,650 Est. Cost $9.60 Unrealized
IWM Ishares Tr Russell 2000 0.1%
Value ($000) $132,468 Shares 1,148 Est. Cost $111.50 Unrealized
MDT Medtronic Inc. 0.1%
Value ($000) $132,025 Shares 1,517 Est. Cost $59.57 Unrealized +6.6%
EFX Equifax Inc 0.1%
Value ($000) $128,470 Shares 1,000 Est. Cost $95.83 Unrealized +15.5%
WTV Wisdomtree Tr Low P/E Fd 0.1%
Value ($000) $128,246 Shares 2,050 Est. Cost $62.93 Unrealized
Education Rlty Tr Inc Com 0.1%
Value ($000) $126,748 Shares 2,781 Est. Cost $41.35 Unrealized
RNST Renasant Corp 0.1%
Value ($000) $123,148 Shares 3,852 Est. Cost $31.81 Unrealized +4.6%
EPD Enterprise Prods Partners L P Com 0.1%
Value ($000) $119,969 Shares 4,134 Est. Cost $7403.03 Unrealized
D Dominion Res Inc Va 0.1%
Value ($000) $119,593 Shares 1,536 Est. Cost $46.10 Unrealized +3.6%
IJT Ishares Tr S&P 600 Growth 0.1%
Value ($000) $115,641 Shares 900 Est. Cost $124.44 Unrealized
MCK McKesson HBOC Inc 0.1%
Value ($000) $115,117 Shares 612 Est. Cost $162.65 Unrealized 0.0%
New Germany Fund 0.1%
Value ($000) $112,472 Shares 8,553 Est. Cost $14.03 Unrealized
TSLA Tesla Mtrs Inc Com 0.1%
Value ($000) $109,333 Shares 505 Est. Cost $13.15 Unrealized +15.2%
Tortoise Energy Infrastr 0.1%
Value ($000) $107,625 Shares 3,500 Est. Cost $24.00 Unrealized
Swiss Helvetia Fd 0.1%
Value ($000) $107,298 Shares 10,387 Est. Cost $10.11 Unrealized
BA Boeing Inc. 0.1%
Value ($000) $103,363 Shares 797 Est. Cost $111.87 Unrealized +6.0%
SNY Sanofi-Aventis 0.1%
Value ($000) $100,296 Shares 2,400 Est. Cost $40.37 Unrealized
KO Coca-Cola Co. 0.1%
Value ($000) $96,106 Shares 2,130 Est. Cost $31.84 Unrealized +4.6%
PGNN Paragon Natl Bk Memphis Tenn Com 0.1%
Value ($000) $93,940 Shares 15,250 Est. Cost $6.65 Unrealized -3.5%
Gabelli Equity Trust 0.1%
Value ($000) $92,761 Shares 16,713 Est. Cost $151.39 Unrealized
Mead Johnson Nutrition Co Com Cl A 0.1%
Value ($000) $91,724 Shares 1,016 Est. Cost $85.63 Unrealized
UNP Union Pacific Corp 0.1%
Value ($000) $91,707 Shares 1,050 Est. Cost $61.97 Unrealized +10.1%
VZ Verizon 0.1%
Value ($000) $88,394 Shares 1,572 Est. Cost $30.04 Unrealized +4.8%
QCOM QualComm Inc 0.0%
Value ($000) $86,655 Shares 1,635 Est. Cost $36.92 Unrealized +9.1%
MGV Vanguard World Fd Mega Cap 300 Value Index Etf 0.0%
Value ($000) $86,198 Shares 1,400 Est. Cost $60.00 Unrealized
AZO AutoZone Inc. 0.0%
Value ($000) $82,268 Shares 103 Est. Cost $756.45 Unrealized +1.8%
LUV Southwest Airlines 0.0%
Value ($000) $80,190 Shares 2,025 Est. Cost $36.21 Unrealized +5.3%
BSX Boston Scientific Corp 0.0%
Value ($000) $75,076 Shares 3,207 Est. Cost $17.57 Unrealized +23.2%
SPYX Spdr S&P 500 Fossil Fuel 0.0%
Value ($000) $71,298 Shares 1,420 Est. Cost $49.30 Unrealized
Liberty All-Star Equity Fund 0.0%
Value ($000) $68,596 Shares 13,637 Est. Cost $121.77 Unrealized
EXC Exelon Corp Com 0.0%
Value ($000) $67,504 Shares 1,854 Est. Cost $15.84 Unrealized +11.4%
ONEQ Fidelity Nasdaq Comp Index 0.0%
Value ($000) $66,899 Shares 350 Est. Cost $191.43 Unrealized
INTC Intel 0.0%
Value ($000) $65,500 Shares 2,000 Est. Cost $24.39 Unrealized +3.0%
IP International Paper 0.0%
Value ($000) $63,638 Shares 1,490 Est. Cost $22.81 Unrealized +15.3%
Alcoa Inc Com 0.0%
Value ($000) $63,508 Shares 6,650 Est. Cost $9.68 Unrealized
Ubiquiti Networks Inc Com 0.0%
Value ($000) $63,212 Shares 1,650 Est. Cost $33.33 Unrealized
TXN Texas Instruments 0.0%
Value ($000) $62,110 Shares 1,000 Est. Cost $40.51 Unrealized +12.7%
FHN First Horizon Natl 0.0%
Value ($000) $60,368 Shares 4,438 Est. Cost $9.15 Unrealized +9.2%
Chesapeake Energy Corp 0.0%
Value ($000) $59,188 Shares 12,895 Est. Cost $3.83 Unrealized
TMO Thermo Fisher Scientific Inc 0.0%
Value ($000) $57,454 Shares 385 Est. Cost $131.48 Unrealized +9.2%
JPM J P Morgan Chase & 0.0%
Value ($000) $56,666 Shares 925 Est. Cost $44.86 Unrealized +7.7%
Bank Amer Co 0.0%
Value ($000) $51,340 Shares 2,000 Est. Cost $25.50 Unrealized
ISRG Intutive Surgical 0.0%
Value ($000) $51,306 Shares 77 Est. Cost $61.97 Unrealized +13.6%
SO Southern Co. 0.0%
Value ($000) $49,093 Shares 912 Est. Cost $32.22 Unrealized +4.4%
BIIB Biogen Idec Inc 0.0%
Value ($000) $49,012 Shares 200 Est. Cost $264.15 Unrealized -0.2%
Powershares Exchange-Traded Fd Tr II Cef Income Co 0.0%
Value ($000) $48,972 Shares 2,200 Est. Cost $21.36 Unrealized
BMY Bristol Myers Squibb 0.0%
Value ($000) $48,547 Shares 658 Est. Cost $44.80 Unrealized +12.7%
MCD McDonalds Corporation 0.0%
Value ($000) $48,160 Shares 400 Est. Cost $93.96 Unrealized +5.5%
MKL Markel Corp 0.0%
Value ($000) $47,134 Shares 50 Est. Cost $859.54 Unrealized +8.3%
CVX Chevrontexaco Corp 0.0%
Value ($000) $46,868 Shares 450 Est. Cost $57.42 Unrealized +16.3%
META Facebook Inc Cl A 0.0%
Value ($000) $45,676 Shares 400 Est. Cost $104.78 Unrealized +9.2%
Reliance Bancshares Inc Cl A Com 0.0%
Value ($000) $45,000 Shares 30,000 Est. Cost $1.63 Unrealized
F S Investment Corpo 0.0%
Value ($000) $43,977 Shares 5,645 Est. Cost $7.85 Unrealized
CSCO Cisco Systems 0.0%
Value ($000) $43,200 Shares 1,500 Est. Cost $18.95 Unrealized +10.1%
CMCSA Comcast Corp Cl A 0.0%
Value ($000) $42,171 Shares 646 Est. Cost $22.75 Unrealized +8.7%
GM General Motors Co 0.0%
Value ($000) $41,515 Shares 1,437 Est. Cost $24.65 Unrealized +0.6%
NEM Newmont Mining Corp 0.0%
Value ($000) $39,735 Shares 985 Est. Cost $18.17 Unrealized +43.2%
PFG Principal Financial 0.0%
Value ($000) $38,251 Shares 930 Est. Cost $26.59 Unrealized +10.7%
IFF Intl Flavors & Fragrances Inc 0.0%
Value ($000) $37,809 Shares 300 Est. Cost $87.75 Unrealized +11.1%
IXJ Ishares S&P Global Healthcare 0.0%
Value ($000) $37,618 Shares 370 Est. Cost $96.49 Unrealized
EIX Edison International 0.0%
Value ($000) $36,651 Shares 472 Est. Cost $43.56 Unrealized +11.4%
Praxair Inc 0.0%
Value ($000) $35,604 Shares 314 Est. Cost $114.65 Unrealized
PSX Phillips 66 Com 0.0%
Value ($000) $35,582 Shares 446 Est. Cost $56.03 Unrealized +1.2%
Tupperware Brands Corp Com 0.0%
Value ($000) $35,119 Shares 624 Est. Cost $57.91 Unrealized
AEP Am Elec Power Co Inc. 0.0%
Value ($000) $35,070 Shares 500 Est. Cost $43.68 Unrealized +6.7%
Gabelli Heatlhcare & Wellness Tr Shs 0.0%
Value ($000) $33,468 Shares 3,122 Est. Cost $9.93 Unrealized
Scana Corp New 0.0%
Value ($000) $33,277 Shares 440 Est. Cost $70.45 Unrealized
Gtx Inc Del 0.0%
Value ($000) $33,129 Shares 60,235 Est. Cost $0.56 Unrealized
ALGN Align Technology Inc 0.0%
Value ($000) $33,016 Shares 400 Est. Cost $65.48 Unrealized +16.8%
KR Kroger Company 0.0%
Value ($000) $32,895 Shares 900 Est. Cost $31.60 Unrealized -6.5%
Whole Foods Market Inc 0.0%
Value ($000) $32,680 Shares 1,000 Est. Cost $31.00 Unrealized
Tortoise Pipeline And En 0.0%
Value ($000) $32,638 Shares 1,750 Est. Cost $14.29 Unrealized
Fs Energy & Power Fund 0.0%
Value ($000) $32,368 Shares 5,203 Est. Cost $6.59 Unrealized
Swift Transn Co Cl A 0.0%
Value ($000) $31,520 Shares 2,000 Est. Cost $18.00 Unrealized
MAN Manpower Plc. ADR 0.0%
Value ($000) $31,465 Shares 500 Est. Cost $76.65 Unrealized +1.1%
RHHBY Roche Hldgs Ltd Sponsored Adr Isin#us7711951043 0.0%
Value ($000) $31,217 Shares 950 Est. Cost $12125.26 Unrealized
WY Weyerhauser 0.0%
Value ($000) $30,120 Shares 1,000 Est. Cost $18.15 Unrealized +16.3%
ITW Illinois Tool Works 0.0%
Value ($000) $29,871 Shares 285 Est. Cost $73.25 Unrealized +13.7%
TIP Ishares Tr Barclays Tips Bd Fd Protected Secs Fd 0.0%
Value ($000) $29,733 Shares 254 Est. Cost $24977.12 Unrealized
RF Regions Finl Corp 0.0%
Value ($000) $29,653 Shares 3,547 Est. Cost $5.64 Unrealized +13.4%
Intrexon 0.0%
Value ($000) $29,007 Shares 1,100 Est. Cost $34.55 Unrealized
Templeton Emerging 0.0%
Value ($000) $28,800 Shares 2,500 Est. Cost $10.80 Unrealized
Park Sterling Corp Com 0.0%
Value ($000) $28,760 Shares 4,000 Est. Cost $6.75 Unrealized
Asia Tigers Fund 0.0%
Value ($000) $28,680 Shares 3,000 Est. Cost $9.00 Unrealized
L Brands Inc 0.0%
Value ($000) $28,498 Shares 422 Est. Cost $87.68 Unrealized
MUB Ishares Tr S&P Natl Mun Bd Fd 0.0%
Value ($000) $28,458 Shares 250 Est. Cost $112.00 Unrealized
Rockwell Collins Inc Com 0.0%
Value ($000) $28,355 Shares 336 Est. Cost $92.26 Unrealized
UNH United Healthcare Corp 0.0%
Value ($000) $28,172 Shares 200 Est. Cost $100.90 Unrealized +13.1%
NKE Nike Inc Cl B 0.0%
Value ($000) $27,805 Shares 500 Est. Cost $50.32 Unrealized 0.0%
Raymond James Fi Pfd 0.0%
Value ($000) $26,765 Shares 1,010 Est. Cost $25.74 Unrealized
Barclays Bank Pfd 0.0%
Value ($000) $25,925 Shares 1,006 Est. Cost $25.84 Unrealized
COST Costco Wholesale Corp. 0.0%
Value ($000) $25,446 Shares 163 Est. Cost $128.04 Unrealized 0.0%
Royal Bank Sco Pfd 0.0%
Value ($000) $25,345 Shares 1,015 Est. Cost $24.63 Unrealized
ABBV Abbvie Inc Com 0.0%
Value ($000) $25,021 Shares 399 Est. Cost $40.97 Unrealized 0.0%
Walgreens Boots Allianc 0.0%
Value ($000) $25,001 Shares 301 Est. Cost $86.38 Unrealized
Pinnacle Finl Partnr 0.0%
Value ($000) $24,245 Shares 500 Est. Cost $48.00 Unrealized
SYK Stryker Corp 0.0%
Value ($000) $24,082 Shares 200 Est. Cost $88.14 Unrealized +13.8%
Gabelli Util Tr 0.0%
Value ($000) $23,802 Shares 3,439 Est. Cost $165.10 Unrealized
ABT Abbott Labs Com 0.0%
Value ($000) $23,724 Shares 600 Est. Cost $33.00 Unrealized +1.1%
EWC Ishares Inc Msci Cda Index Fd 0.0%
Value ($000) $23,589 Shares 950 Est. Cost $23.16 Unrealized
TJX Tjx Companies Inc 0.0%
Value ($000) $23,088 Shares 300 Est. Cost $31.61 Unrealized +5.5%
CAT Caterpillar Inc 0.0%
Value ($000) $22,935 Shares 300 Est. Cost $53.06 Unrealized +12.7%
MLI Mueller Industries 0.0%
Value ($000) $22,540 Shares 700 Est. Cost $12.51 Unrealized 0.0%
IJJ IShares Trust S&P MidCap 400/Barra Value Index Fun 0.0%
Value ($000) $22,362 Shares 174 Est. Cost $126.44 Unrealized
PYPL Paypal Holdings Inco 0.0%
Value ($000) $21,810 Shares 600 Est. Cost $36.05 Unrealized +5.8%
WSM Williams Sonoma Inc 0.0%
Value ($000) $21,248 Shares 400 Est. Cost $21.42 Unrealized +1.7%
XNTK Spdr Ser Tr Morgan Stanley Technology Etf 0.0%
Value ($000) $21,100 Shares 400 Est. Cost $52.50 Unrealized
VOT Van Kmpn Am Cap Muni Op TR 0.0%
Value ($000) $20,972 Shares 205 Est. Cost $102302.44 Unrealized
EMR Emerson Electric Co. 0.0%
Value ($000) $20,880 Shares 400 Est. Cost $37.38 Unrealized +11.1%
BP BP Plc Spons Adr 0.0%
Value ($000) $20,484 Shares 569 Est. Cost $29.88 Unrealized
SPSB Spdr Barclays Short Term 0.0%
Value ($000) $20,247 Shares 658 Est. Cost $30770.52 Unrealized
MSFT Microsoft 0.0%
Value ($000) $20,004 Shares 391 Est. Cost $46.00 Unrealized -0.0%
EXPD Expediters International Of Washington 0.0%
Value ($000) $19,876 Shares 400 Est. Cost $40.40 Unrealized +6.3%
Unilever Nv New York Shs New 0.0%
Value ($000) $18,780 Shares 400 Est. Cost $46950.00 Unrealized
BAC Bank Of America 0.0%
Value ($000) $18,359 Shares 1,401 Est. Cost $10.86 Unrealized +4.5%
Jernigan Capital Inc 0.0%
Value ($000) $18,135 Shares 1,300 Est. Cost $14.62 Unrealized
Enlink Midstream L L 0.0%
Value ($000) $18,128 Shares 1,100 Est. Cost $10.00 Unrealized
Corrections Corp 0.0%
Value ($000) $17,646 Shares 523 Est. Cost $32.50 Unrealized
Aac Holdings Inc 0.0%
Value ($000) $17,123 Shares 753 Est. Cost $21140.50 Unrealized
UAA Under Armour Inc Cl A Com 0.0%
Value ($000) $17,021 Shares 421 Est. Cost $39.45 Unrealized +1.2%
KMI Kinder Morgan Inc Del Com 0.0%
Value ($000) $16,774 Shares 897 Est. Cost $9.95 Unrealized +9.7%
ETR Entergy Corp 0.0%
Value ($000) $16,322 Shares 200 Est. Cost $24.73 Unrealized +6.9%
PRLB Proto Labs Inc 0.0%
Value ($000) $16,311 Shares 285 Est. Cost $65.60 Unrealized +1.7%
Cohen & Steers Select Utility 0.0%
Value ($000) $15,935 Shares 734 Est. Cost $20.44 Unrealized
SWKS Skyworks Solutions 0.0%
Value ($000) $15,713 Shares 251 Est. Cost $55.21 Unrealized +0.6%
UA Under Armour Inc 0.0%
Value ($000) $15,583 Shares 423 Est. Cost $37.40 Unrealized 0.0%
VDC Vanguard World Fds Vanguard Consumer Staples Etf 0.0%
Value ($000) $15,485 Shares 110 Est. Cost $136.36 Unrealized
HCA HCA- The Healthcare Company 0.0%
Value ($000) $15,332 Shares 200 Est. Cost $64.91 Unrealized +13.0%
AGG Ishares Tr Barclays US Bd Fd 0.0%
Value ($000) $15,208 Shares 135 Est. Cost $111.11 Unrealized
SHY Ishares Lehman Tr 1-3 Yr 0.0%
Value ($000) $14,928 Shares 175 Est. Cost $85.71 Unrealized
Putnam Master Intermediate Inc. Trust 0.0%
Value ($000) $14,667 Shares 3,364 Est. Cost $4.46 Unrealized
Sirius Satellite 0.0%
Value ($000) $14,491 Shares 3,650 Est. Cost $3.84 Unrealized
SSYS Stratasys Ltd 0.0%
Value ($000) $13,674 Shares 600 Est. Cost $21.88 Unrealized +6.9%
Fannie Mae Pfd 0.0%
Value ($000) $13,620 Shares 3,000 Est. Cost $3.00 Unrealized
HIG Hartford Finl Svcs Group Inc Com 0.0%
Value ($000) $13,278 Shares 300 Est. Cost $33.97 Unrealized +6.7%
IEF Ishares 7-10 Year Trsury 0.0%
Value ($000) $13,232 Shares 117 Est. Cost $111.11 Unrealized
NEE NextEra Energy 0.0%
Value ($000) $12,973 Shares 100 Est. Cost $21.80 Unrealized +7.7%
COP Conocophillips. 0.0%
Value ($000) $12,705 Shares 292 Est. Cost $28.10 Unrealized +16.7%
LIT Global X Lithium ETF 0.0%
Value ($000) $12,525 Shares 500 Est. Cost $22.00 Unrealized
FSLR First Solar Inc Com 0.0%
Value ($000) $12,074 Shares 249 Est. Cost $67.03 Unrealized -20.5%
RMD Resmed Inc 0.0%
Value ($000) $12,071 Shares 190 Est. Cost $52.82 Unrealized 0.0%
DDD 3D Systems Inc. 0.0%
Value ($000) $12,069 Shares 900 Est. Cost $12.39 Unrealized +16.7%
FBIN Fortune Brands Home & Security 0.0%
Value ($000) $11,620 Shares 200 Est. Cost $37.24 Unrealized +13.9%
Mobileye Nv 0.0%
Value ($000) $11,542 Shares 245 Est. Cost $36.73 Unrealized
ICE Intercontinental Exc 0.0%
Value ($000) $11,373 Shares 45 Est. Cost $42.86 Unrealized +4.1%
Apache Corp 0.0%
Value ($000) $11,334 Shares 200 Est. Cost $47.50 Unrealized
CHRW C H Robinson Worldwide Inc Com New 0.0%
Value ($000) $11,279 Shares 150 Est. Cost $54.33 Unrealized +7.2%
XYZ Square Inc 0.0%
Value ($000) $11,124 Shares 1,200 Est. Cost $10.83 Unrealized +4.4%
Source Cap Inc 0.0%
Value ($000) $11,115 Shares 300 Est. Cost $35.69 Unrealized
KEY Keycorp New Com 0.0%
Value ($000) $10,960 Shares 1,000 Est. Cost $7.44 Unrealized +7.4%
Popeyes Louisiana Ki 0.0%
Value ($000) $10,826 Shares 200 Est. Cost $54130.00 Unrealized
IGSB Ishares 1-3 Year Credit 0.0%
Value ($000) $10,600 Shares 100 Est. Cost $106000.00 Unrealized
SLB Schlumberger Ltd Com 0.0%
Value ($000) $10,497 Shares 132 Est. Cost $53.13 Unrealized +9.6%
Twitter Inc Com 0.0%
Value ($000) $10,368 Shares 600 Est. Cost $16.67 Unrealized
NNN National Retail Pptys Inc Com Isin#us6374171063 0.0%
Value ($000) $10,360 Shares 200 Est. Cost $45.00 Unrealized
Telephone & Da Pfd 0.0%
Value ($000) $10,352 Shares 400 Est. Cost $25.00 Unrealized
Factorshares TRUST Etf 0.0%
Value ($000) $10,156 Shares 423 Est. Cost $24009.46 Unrealized
VNQ Vanguard Reit Etf IV 0.0%
Value ($000) $9,757 Shares 110 Est. Cost $81.82 Unrealized
CME Cme Group Inc Com 0.0%
Value ($000) $9,633 Shares 100 Est. Cost $65.83 Unrealized 0.0%
TRV Travelers Inc. 0.0%
Value ($000) $9,508 Shares 80 Est. Cost $87.82 Unrealized +4.2%
BND Vanguard Bd Index Fd Inc Total Bd Market Etf 0.0%
Value ($000) $9,365 Shares 111 Est. Cost $84369.37 Unrealized
General Motors Cl A 16wt 0.0%
Value ($000) $9,298 Shares 493 Est. Cost $20.28 Unrealized
FTNT Fortinet Inc 0.0%
Value ($000) $9,187 Shares 290 Est. Cost $5.52 Unrealized +17.3%
Hilton Hotels Corp 0.0%
Value ($000) $9,152 Shares 400 Est. Cost $22.50 Unrealized
Chicago Bridge & Iron 0.0%
Value ($000) $8,850 Shares 250 Est. Cost $36.11 Unrealized
LEA Lear Corporation 0.0%
Value ($000) $8,739 Shares 85 Est. Cost $88.18 Unrealized +6.4%
NVO Novo Nordisk A.S. Adr Formerly Novo Industrie A.S. 0.0%
Value ($000) $8,683 Shares 160 Est. Cost $54268.75 Unrealized
Central Secs Corp 0.0%
Value ($000) $8,170 Shares 416 Est. Cost $19.30 Unrealized
Freds Inc. 0.0%
Value ($000) $8,153 Shares 507 Est. Cost $15.78 Unrealized
Powershares Exchange-Traded Fd Tr II S&P 500 Low V 0.0%
Value ($000) $7,859 Shares 184 Est. Cost $42711.96 Unrealized
Corelogic, Inc. 0.0%
Value ($000) $7,676 Shares 200 Est. Cost $35.00 Unrealized
HYS Pimco Etf Tr 0-5 Yr High Yield Corp Bd Index Excha 0.0%
Value ($000) $7,532 Shares 78 Est. Cost $93.33 Unrealized
HLX Helix Energy Solutions Group Inc Com 0.0%
Value ($000) $7,430 Shares 1,000 Est. Cost $7.24 Unrealized 0.0%
IOO Ishares Global 100 Etf 0.0%
Value ($000) $7,186 Shares 100 Est. Cost $71860.00 Unrealized
E M C Corp 0.0%
Value ($000) $6,838 Shares 250 Est. Cost $28.00 Unrealized
WWW Wolverine World Wide Inc Common Stock 0.0%
Value ($000) $6,351 Shares 308 Est. Cost $14.50 Unrealized +7.4%
VFC V F Corporation 0.0%
Value ($000) $6,230 Shares 100 Est. Cost $58.07 Unrealized +1.8%
Reynolds Amern Inc Com 0.0%
Value ($000) $5,588 Shares 104 Est. Cost $48.08 Unrealized
General Motors Cl B 19wt 0.0%
Value ($000) $5,472 Shares 493 Est. Cost $12.17 Unrealized
WMMVY Wal Mart De Mexico Sa De Cv Spons Adr Isin#us93114 0.0%
Value ($000) $5,317 Shares 220 Est. Cost $22.73 Unrealized
Spectra Energy Corp Com 0.0%
Value ($000) $5,135 Shares 140 Est. Cost $28.57 Unrealized
Luminex Corp Com New 0.0%
Value ($000) $5,118 Shares 250 Est. Cost $20.00 Unrealized
Powershares Exch Trd Fd Tr Ftse Rafi US 1000 Port 0.0%
Value ($000) $5,079 Shares 56 Est. Cost $90696.43 Unrealized
SRPT Sarepta Therapeutics Inc Com 0.0%
Value ($000) $5,063 Shares 250 Est. Cost $17.47 Unrealized +5.7%
Citrix Systems Inc 0.0%
Value ($000) $4,822 Shares 60 Est. Cost $83.33 Unrealized
Marathon Oil Corp 0.0%
Value ($000) $4,704 Shares 300 Est. Cost $10.00 Unrealized
IVV Ishares Tr S&P 500 Index 0.0%
Value ($000) $4,223 Shares 20 Est. Cost $211150.00 Unrealized
Energy Transfer Part Lp Unit Ltd Partnership Int 0.0%
Value ($000) $3,691 Shares 98 Est. Cost $30.61 Unrealized
Bovie Medical Corp 0.0%
Value ($000) $3,400 Shares 2,000 Est. Cost $1.50 Unrealized
RMR Real Estate Income Fund 0.0%
Value ($000) $3,228 Shares 150 Est. Cost $20.00 Unrealized
Ampio Pharmaceuticals Inc Com 0.0%
Value ($000) $3,225 Shares 2,500 Est. Cost $2.80 Unrealized
BABA Alibaba Group Hldg Adr 0.0%
Value ($000) $3,186 Shares 40 Est. Cost $75.00 Unrealized
VOD Vodafone Group Plc 0.0%
Value ($000) $2,931 Shares 95 Est. Cost $31.58 Unrealized
LXRX Lexicon Genetics Inc Com 0.0%
Value ($000) $2,925 Shares 203 Est. Cost $10.48 Unrealized +29.4%
NBIX Neurocrine Biosciences 0.0%
Value ($000) $2,717 Shares 60 Est. Cost $39.68 Unrealized +16.0%
Gaslog Ltd Shs Isin#bmg375851091 0.0%
Value ($000) $2,706 Shares 200 Est. Cost $10.00 Unrealized
SCI Service Corp Intl 0.0%
Value ($000) $2,689 Shares 100 Est. Cost $23.69 Unrealized +11.4%
PBR Petroleo Brasileiro Sa Petrobras Sponsored Adr 0.0%
Value ($000) $2,652 Shares 355 Est. Cost $5.63 Unrealized
SMOG Market Vectors Etf Tr Global Alternative Energy Et 0.0%
Value ($000) $2,313 Shares 46 Est. Cost $50282.61 Unrealized
Charles & Colvard 0.0%
Value ($000) $2,060 Shares 2,000 Est. Cost $1.00 Unrealized
Cytori Therapeutics Inc Com 0.0%
Value ($000) $2,021 Shares 967 Est. Cost $2089.97 Unrealized
Nuveen Enhncd Amt Free M 0.0%
Value ($000) $1,993 Shares 122 Est. Cost $16336.07 Unrealized
Mfs High Yield Muni Tr Sh Ben Int 0.0%
Value ($000) $1,835 Shares 373 Est. Cost $5.36 Unrealized
DEM Wisdomtree Tr Emerging Mkts Yielding Equity Fd 0.0%
Value ($000) $1,785 Shares 50 Est. Cost $40.00 Unrealized
Envestnet Inc 0.0%
Value ($000) $1,784 Shares 52 Est. Cost $19.23 Unrealized
Discovery Communications, Inc Ser C 0.0%
Value ($000) $1,338 Shares 56 Est. Cost $26.67 Unrealized
Powershares Etf 0.0%
Value ($000) $1,171 Shares 30 Est. Cost $33.33 Unrealized
Motors Liq Co Guc TRUST 0.0%
Value ($000) $1,137 Shares 102 Est. Cost $9.80 Unrealized
Juniper Networks Inc 0.0%
Value ($000) $1,118 Shares 50 Est. Cost $20.00 Unrealized
Powershares Etf 0.0%
Value ($000) $1,106 Shares 30 Est. Cost $33.33 Unrealized
Direxion Shares Etf 0.0%
Value ($000) $1,095 Shares 15 Est. Cost $66.67 Unrealized
GAP Gap Stores 0.0%
Value ($000) $1,070 Shares 50 Est. Cost $18.49 Unrealized -18.3%
MSGS Madison Square Garden Inc Cl A 0.0%
Value ($000) $1,044 Shares 6 Est. Cost $111.32 Unrealized +5.5%
LPX Louisiana-Pacific Corp 0.0%
Value ($000) $966 Shares 54 Est. Cost $15.81 Unrealized +11.4%
FNDF Sch Fnd Intl Lg Etf 0.0%
Value ($000) $857 Shares 36 Est. Cost $27.78 Unrealized
KLMR Klm Royal Dutch 0.0%
Value ($000) $700 Shares 100 Est. Cost Unrealized
CCGFF Care Capital Propert 0.0%
Value ($000) $661 Shares 25 Est. Cost $40.00 Unrealized
Frontier Communications Corp Com 0.0%
Value ($000) $640 Shares 129 Est. Cost $7.75 Unrealized
ERIC Ericsson L M Tel Co 0.0%
Value ($000) $614 Shares 80 Est. Cost $12.50 Unrealized
Royce Global Value Tr Inc Com 0.0%
Value ($000) $594 Shares 78 Est. Cost $12.82 Unrealized
Meritor Inc Com 0.0%
Value ($000) $545 Shares 73 Est. Cost $13.70 Unrealized
Entergy Arkan 0.0%
Value ($000) $498 Shares 5 Est. Cost Unrealized
FCG First Tr Ise Revere Nat Gas Index Fd Com 0.0%
Value ($000) $494 Shares 20 Est. Cost $24700.00 Unrealized
Discovery Communications, Inc Ser A 0.0%
Value ($000) $480 Shares 19 Est. Cost $20.00 Unrealized
Mri Interventions 0.0%
Value ($000) $460 Shares 2,000 Est. Cost $0.50 Unrealized
Market Vectors Etf Tr Solar Energy Etf 0.0%
Value ($000) $442 Shares 10 Est. Cost $44200.00 Unrealized
Sunedison Inc 0.0%
Value ($000) $364 Shares 2,500 Est. Cost $0.40 Unrealized
NRG Nrg Energy Inc Com New 0.0%
Value ($000) $360 Shares 24 Est. Cost $9.31 Unrealized +30.3%
Renren Inc Sponsored Adr Resptg Cl A Isin#us759892 0.0%
Value ($000) $346 Shares 200 Est. Cost $5.00 Unrealized
WMMVF Wal Mart De Mexico 0.0%
Value ($000) $310 Shares 128 Est. Cost $1.90 Unrealized +0.3%
KOPN Kopin Corp 0.0%
Value ($000) $296 Shares 132 Est. Cost $1.91 Unrealized +1.0%
HPE Hewlett Packard Ente 0.0%
Value ($000) $277 Shares 15 Est. Cost $6.37 Unrealized +21.9%
Madison Square Garden Company 0.0%
Value ($000) $273 Shares 18 Est. Cost Unrealized
ZNOG Zion Oil & Gas Inc Com 0.0%
Value ($000) $222 Shares 150 Est. Cost $1.81 Unrealized -9.1%
Centurytel Inc Com 0.0%
Value ($000) $206 Shares 7 Est. Cost Unrealized
Aytu Bioscience Inc 0.0%
Value ($000) $193 Shares 500 Est. Cost Unrealized
HPQ Hewlett Packard 0.0%
Value ($000) $191 Shares 15 Est. Cost $7.71 Unrealized +17.6%
Cytori Therapeuti 18 Wts 0.0%
Value ($000) $160 Shares 200 Est. Cost $800.00 Unrealized
UIS Unisys Corp Com 0.0%
Value ($000) $143 Shares 20 Est. Cost $9.52 Unrealized -19.5%
Helios High Yield Fd Com 0.0%
Value ($000) $108 Shares 15 Est. Cost Unrealized
Integra Gold Corp 0.0%
Value ($000) $61 Shares 90 Est. Cost Unrealized
ANIP Ani Pharmaceuticals Inc Com 0.0%
Value ($000) $57 Shares 1 Est. Cost $33.92 Unrealized +43.3%
SNNUF Smith & Nephew Plc Shs Isin#gb0009223206 0.0%
Value ($000) $51 Shares 3 Est. Cost $16.26 Unrealized +2.4%
SLJB Sulja Bros Bldg Supplies Ltd (NV) 0.0%
Value ($000) $50 Shares 500,000 Est. Cost $0.00 Unrealized 0.0%
Au Optronics Corp 0.0%
Value ($000) $44 Shares 13 Est. Cost Unrealized
American Intl Gp 21wts 0.0%
Value ($000) $36 Shares 2 Est. Cost Unrealized
Ascent Media Corp Com Ser A 0.0%
Value ($000) $31 Shares 2 Est. Cost Unrealized
IVRO Invitro Internat'l 0.0%
Value ($000) $9 Shares 450 Est. Cost $0.01 Unrealized +31.2%
Seventy Seven Energy Inc Com 0.0%
Value ($000) $3 Shares 35 Est. Cost Unrealized
Skolniks Inc 0.0%
Value ($000) $0 Shares 125 Est. Cost Unrealized