Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
—	BANK OF THE OZARKS INC	3,100,317	$97.72M	36.3%	$39.33	—	COM	063904106
MUR	MURPHY OIL CORP	878,641	$50M	18.6%	$34.50	+17.4%	COM	626717102
MUSA	MURPHY USA INC	217,869	$11.56M	4.3%	$38.02	+32.2%	COM	626755102
XOM	EXXON MOBIL CORP	49,468	$4.653M	1.7%	$54.14	+13.6%	COM	30231G102
—	DELTIC TIMBER CORP	66,451	$4.142M	1.5%	$57.82	—	COM	247850100
T	AT&T INC	99,505	$3.507M	1.3%	$11.25	+5.8%	COM	00206R102
USB	US BANCORP DEL	77,538	$3.244M	1.2%	$22.78	+24.7%	COM NEW	902973304
JNJ	JOHNSON & JOHNSON	28,403	$3.027M	1.1%	$61.68	+22.5%	COM	478160104
—	GENERAL ELECTRIC CO	117,131	$3M	1.1%	$23.68	—	COM	369604103
VZ	VERIZON COMMUNICATIONS INC	55,308	$2.765M	1.0%	$26.81	+3.7%	COM	92343V104
AAPL	APPLE INC	24,626	$2.481M	0.9%	$18.27	+18.4%	COM	037833100
BMY	BRISTOL MYERS SQUIBB CO	46,547	$2.382M	0.9%	$30.13	+13.5%	COM	110122108
PEP	PEPSICO INC	25,562	$2.38M	0.9%	$56.80	+14.2%	COM	713448108
WMT	WAL-MART STORES INC	29,394	$2.248M	0.8%	$19.93	+1.9%	COM	931142103
INTC	INTEL CORP	63,622	$2.216M	0.8%	$17.13	+50.3%	COM	458140100
CVX	CHEVRON CORP NEW	18,055	$2.155M	0.8%	$72.56	+8.2%	COM	166764100
MRK	MERCK & CO INC NEW	36,084	$2.139M	0.8%	$30.53	+29.0%	COM	58933Y105
KO	COCA COLA CO	45,509	$1.941M	0.7%	$27.61	+4.5%	COM	191216100
MO	ALTRIA GROUP INC	41,985	$1.928M	0.7%	$16.83	+22.9%	COM	02209S103
MSFT	MICROSOFT CORP	39,942	$1.852M	0.7%	$27.13	+38.8%	COM	594918104
LNC	LINCOLN NATL CORP IND	32,697	$1.752M	0.7%	$27.94	+27.5%	COM	534187109
AMGN	AMGEN INC	12,168	$1.71M	0.6%	$78.70	+20.1%	COM	031162100
IBM	INTERNATIONAL BUSINESS MACHS	8,889	$1.687M	0.6%	$115.15	-0.7%	COM	459200101
PFE	PFIZER INC	54,340	$1.607M	0.6%	$16.46	+6.0%	COM	717081103
PG	PROCTER & GAMBLE CO	18,553	$1.553M	0.6%	$55.88	+6.9%	COM	742718109
COP	CONOCOPHILLIPS	19,791	$1.514M	0.6%	$43.32	+30.9%	COM	20825C104
DUK	DUKE ENERGY CORP NEW	20,179	$1.509M	0.6%	$41.32	+10.5%	COM NEW	26441C204
—	BB&T CORP	39,923	$1.485M	0.6%	$33.75	—	COM	054937107
NUE	NUCOR CORP	25,783	$1.4M	0.5%	$34.71	+15.3%	COM	670346105
MCK	MCKESSON CORP	6,713	$1.306M	0.5%	$128.55	+37.6%	COM	58155Q103
QCOM	QUALCOMM INC	16,974	$1.269M	0.5%	$53.38	+3.8%	COM	747525103
UNP	UNION PAC CORP	11,104	$1.204M	0.4%	$66.92	+20.0%	COM	907818108
CVS	CVS HEALTH CORP	14,871	$1.184M	0.4%	$43.40	+32.4%	COM	126650100
ORCL	ORACLE CORP	29,319	$1.122M	0.4%	$28.31	+20.9%	COM	68389X105
RY	ROYAL BK CDA MONTREAL QUE	15,533	$1.11M	0.4%	$62.39	+18.0%	COM	780087102
—	MONSANTO CO NEW	9,683	$1.09M	0.4%	$105.42	—	COM	61166W101
WFC	WELLS FARGO & CO NEW	20,601	$1.069M	0.4%	$29.85	+25.3%	COM	949746101
CL	COLGATE PALMOLIVE CO	15,515	$1.012M	0.4%	$45.49	+11.4%	COM	194162103
LOW	LOWES COS INC	17,805	$942K	0.4%	$36.59	+12.6%	COM	548661107
DIS	DISNEY WALT CO	10,139	$903K	0.3%	$57.19	+38.7%	COM DISNEY	254687106
MCD	MCDONALDS CORP	9,345	$886K	0.3%	$71.57	-0.5%	COM	580135101
LMT	LOCKHEED MARTIN CORP	4,753	$869K	0.3%	$86.94	+43.6%	COM	539830109
—	DIRECTV	9,811	$848K	0.3%	$60.05	—	COM	25490A309
HON	HONEYWELL INTL INC	9,046	$843K	0.3%	$61.82	+8.5%	COM	438516106
ABT	ABBOTT LABS	19,804	$823K	0.3%	$29.50	+15.6%	COM	002824100
CBSH	COMMERCE BANCSHARES INC	17,238	$770K	0.3%	$21.59	+17.9%	COM	200525103
AFL	AFLAC INC	13,179	$767K	0.3%	$22.55	+3.0%	COM	001055102
TEVA	TEVA PHARMACEUTICAL INDS LTD	14,125	$759K	0.3%	$44.84	—	ADR	881624209
—	E M C CORP MASS	25,844	$756K	0.3%	$25.52	—	COM	268648102
KMB	KIMBERLY CLARK CORP	6,645	$714K	0.3%	$62.63	+13.1%	COM	494368103
—	BAKER HUGHES INC	10,670	$694K	0.3%	$51.09	—	COM	057224107
KMI	KINDER MORGAN INC DEL	18,006	$691K	0.3%	$19.38	+10.5%	COM	49456B101
ABBV	ABBVIE INC	11,796	$682K	0.3%	$29.75	+18.2%	COM	00287Y109
IVZ	INVESCO LTD	16,660	$658K	0.2%	$19.12	+25.5%	SHS	G491BT108
—	WALGREEN CO	10,375	$615K	0.2%	$63.68	—	COM	931422109
LLY	LILLY ELI & CO	9,345	$606K	0.2%	$41.41	+24.1%	COM	532457108
—	EXPRESS SCRIPTS HLDG CO	8,557	$605K	0.2%	$62.01	—	COM	30219G108
—	MYLAN INC	13,139	$598K	0.2%	$38.40	—	COM	628530107
BAC	BANK AMER CORP	35,015	$597K	0.2%	$11.36	+10.7%	COM	060505104
ACN	ACCENTURE PLC IRELAND	7,052	$573K	0.2%	$61.27	+7.9%	SHS CLASS A	G1151C101
FLR	FLUOR CORP NEW	8,576	$573K	0.2%	$57.29	+14.6%	COM	343412102
WM	WASTE MGMT INC DEL	11,827	$562K	0.2%	$32.39	+12.5%	COM	94106L109
—	PRECISION CASTPARTS CORP	2,364	$560K	0.2%	$228.00	—	COM	740189105
—	FMC TECHNOLOGIES INC	10,130	$550K	0.2%	$54.98	—	COM	30249U101
DFGBX	DFA INVT DIMENSIONS GROUP IN	48,867	$537K	0.2%	$10.90	—	GLOBAL FIX INCM	233203884
DFGFX	DFA INVT DIMENSIONS GROUP IN	53,625	$536K	0.2%	$10.00	—	TWO YR GLOBAL	233203645
DHI	D R HORTON INC	25,920	$532K	0.2%	$19.87	-2.2%	COM	23331A109
—	DOW CHEM CO	10,050	$527K	0.2%	$42.24	—	COM	260543103
SO	SOUTHERN CO	12,086	$527K	0.2%	$26.32	+3.0%	COM	842587107
—	DU PONT E I DE NEMOURS & CO	7,215	$518K	0.2%	$58.85	—	COM	263534109
MMM	3M CO	3,598	$510K	0.2%	$68.49	+21.9%	COM	88579Y101
PNR	PENTAIR PLC	7,742	$507K	0.2%	$41.76	-8.8%	SHS	G7S00T104
—	UNITED TECHNOLOGIES CORP	4,751	$502K	0.2%	$99.05	—	COM	913017109
PPL	PPL CORP	14,100	$463K	0.2%	$16.44	+14.3%	COM	69351T106
JBHT	HUNT J B TRANS SVCS INC	6,196	$459K	0.2%	$64.12	+6.1%	COM	445658107
MET	METLIFE INC	8,308	$446K	0.2%	$30.63	+8.7%	COM	59156R108
AEP	AMERICAN ELEC PWR INC	8,314	$435K	0.2%	$28.73	+22.9%	COM	025537101
DRI	DARDEN RESTAURANTS INC	8,110	$417K	0.2%	$30.94	-2.1%	COM	237194105
BWA	BORGWARNER INC	7,755	$408K	0.2%	$37.50	+23.6%	COM	099724106
DHR	DANAHER CORP DEL	5,290	$402K	0.1%	$29.16	+6.9%	COM	235851102
TMO	THERMO FISHER SCIENTIFIC INC	3,305	$402K	0.1%	$85.51	+37.2%	COM	883556102
JPM	JPMORGAN CHASE & CO	6,492	$391K	0.1%	$39.75	+8.5%	COM	46625H100
TRV	TRAVELERS COMPANIES INC	4,132	$388K	0.1%	$64.00	+13.3%	COM	89417E109
—	APACHE CORP	4,125	$387K	0.1%	$83.87	—	COM	037411105
—	TRANSCANADA CORP	7,508	$387K	0.1%	$44.17	—	COM	89353D107
FDX	FEDEX CORP	2,395	$386K	0.1%	$82.35	+56.7%	COM	31428X106
—	KRAFT FOODS GROUP INC	6,825	$385K	0.1%	$52.71	—	COM	50076Q106
—	HCP INC	9,580	$380K	0.1%	$38.82	—	COM	40414L109
CTBI	COMMUNITY TR BANCORP INC	10,980	$369K	0.1%	$22.59	+1.1%	COM	204149108
—	PIEDMONT NAT GAS INC	11,014	$369K	0.1%	$32.93	—	COM	720186105
D	DOMINION RES INC VA NEW	5,236	$362K	0.1%	$36.82	+15.8%	COM	25746U109
HD	HOME DEPOT INC	3,760	$345K	0.1%	$58.61	+12.2%	COM	437076102
—	BANCORPSOUTH INC	17,058	$344K	0.1%	$17.70	—	COM	059692103
GILD	GILEAD SCIENCES INC	3,177	$339K	0.1%	$54.08	+25.8%	COM	375558103
MOS	MOSAIC CO NEW	7,638	$339K	0.1%	$36.36	+2.9%	COM	61945C103
—	ALPS ETF TR	17,645	$338K	0.1%	$18.15	—	ALERIAN MLP	00162Q866
CMCSA	COMCAST CORP NEW	6,054	$326K	0.1%	$19.85	+6.7%	CL A	20030N101
EZU	ISHARES	8,378	$323K	0.1%	$42.37	—	EMU ETF	464286608
IVV	ISHARES TR	1,625	$322K	0.1%	$169.08	—	CORE S&P500 ETF	464287200
SLB	SCHLUMBERGER LTD	3,160	$321K	0.1%	$79.49	0.0%	COM	806857108
—	CONTINENTAL RESOURCES INC	4,830	$321K	0.1%	$112.46	—	COM	212015101
—	MEDTRONIC INC	4,905	$303K	0.1%	$54.03	—	COM	585055106
NSC	NORFOLK SOUTHERN CORP	2,576	$288K	0.1%	$72.33	+14.2%	COM	655844108
—	RYDEX ETF TRUST	3,730	$288K	0.1%	$77.17	—	GUG S&P500 PU G	78355W403
MAT	MATTEL INC	9,336	$286K	0.1%	$42.87	-17.5%	COM	577081102
UNH	UNITEDHEALTH GROUP INC	3,260	$282K	0.1%	$63.20	+11.3%	COM	91324P102
APD	AIR PRODS & CHEMS INC	2,155	$281K	0.1%	$62.54	+47.8%	COM	009158106
BMO	BANK MONTREAL QUE	3,788	$279K	0.1%	$38.55	+23.1%	COM	063671101
BA	BOEING CO	2,148	$274K	0.1%	$93.39	+17.0%	COM	097023105
—	BROADCOM CORP	6,334	$256K	0.1%	$37.27	—	CL A	111320107
COST	COSTCO WHSL CORP NEW	2,036	$255K	0.1%	$91.32	+6.4%	COM	22160K105
AXP	AMERICAN EXPRESS CO	2,844	$249K	0.1%	$75.50	+1.3%	COM	025816109
SFNC	SIMMONS 1ST NATL CORP	6,378	$246K	0.1%	$16.87	+17.6%	CL A $1 PAR	828730200
ETR	ENTERGY CORP NEW	3,088	$239K	0.1%	$19.64	+22.6%	COM	29364G103
GS	1GOLDMAN SACHS GROUP INC	1,283	$236K	0.1%	$128.71	+9.2%	COM	38141G104
—	SPECTRA ENERGY CORP	5,712	$225K	0.1%	$42.32	—	COM	847560109
MCHP	MICROCHIP TECHNOLOGY INC	4,701	$222K	0.1%	$16.17	+16.7%	COM	595017104
—	CELGENE CORP	2,298	$218K	0.1%	$94.87	—	COM	151020104
EPD	ENTERPRISE PRODS PARTNERS L	5,172	$208K	0.1%	$78.06	—	COM	293792107
EMR	EMERSON ELEC CO	3,300	$206K	0.1%	$49.13	-2.8%	COM	291011104
BDX	BECTON DICKINSON & CO	1,800	$205K	0.1%	$94.73	+1.0%	COM	075887109
—	UBS AG JERSEY BRH	4,456	$204K	0.1%	$45.78	—	ALERIAN INFRST	902641646
EOG	EOG RES INC	2,039	$202K	0.1%	$79.33	0.0%	COM	26875P101