MOTCO Diversified Active

CIK: 0001306333 · Show all filings

Period: Q2 2014 (← Previous) (Next →)

Filing Date: Jul 30, 2014

Total Value ($000): $913,694 (100.0% shares, 0.0% debt)

Holdings (595)

BROADWAY BANCSHARES INC TEX COM 4.6%
Value ($000) $42,475 Shares 230,202 Est. Cost $193.28 Unrealized
TFEQX TEMPLETON FOREIGN EQUITY SERIES PRIMARY SHS 4.1%
Value ($000) $37,090 Shares 1,574,267 Est. Cost $19.95 Unrealized
BROADWAY BANCSHARES INC TEX COM 4.0%
Value ($000) $36,930 Shares 200,150 Est. Cost $193.28 Unrealized
TGVIX THORNBURG INTERNATIONAL VALUE FUND CL I 2.8%
Value ($000) $25,201 Shares 812,430 Est. Cost $28.34 Unrealized
VASVX VANGUARD SELECTED VALUE FUND 2.4%
Value ($000) $22,379 Shares 736,629 Est. Cost $24.93 Unrealized
AEPFX AMERICAN EUROPACIFIC GROWTH FUND F2 2.0%
Value ($000) $18,237 Shares 359,281 Est. Cost $42.02 Unrealized
ABSOLUTE STRATEGIES FUND CL I 1.7%
Value ($000) $15,964 Shares 1,439,516 Est. Cost $11.30 Unrealized
BFWFX AMERICAN CAPITAL WORLD BOND FUND F2 1.7%
Value ($000) $15,551 Shares 738,790 Est. Cost $19.87 Unrealized
VTIP VANGUARD S/T INFLATION-PROTECTED SEC INDEX FD 1.6%
Value ($000) $14,907 Shares 297,441 Est. Cost $49.14 Unrealized
GLD SPDR GOLD TRUST 1.6%
Value ($000) $14,840 Shares 115,901 Est. Cost $119.04 Unrealized
WRAIX WILMINGTON MULTI-MANAGER ALTERNATIVES FUND-I 1.6%
Value ($000) $14,357 Shares 1,344,314 Est. Cost $10.78 Unrealized
ABEMX ABERDEEN EMERGING MARKETS INST 1.6%
Value ($000) $14,231 Shares 922,299 Est. Cost $14.45 Unrealized
LZEMX LAZARD EMERGING MARKETS 1.5%
Value ($000) $13,722 Shares 673,301 Est. Cost $18.10 Unrealized
EIIMX EATON VANCE DIVERSIFIED CURRENCY INCOME FD 1.5%
Value ($000) $13,431 Shares 1,300,195 Est. Cost $10.51 Unrealized
XOM EXXON MOBIL CORPORATION 1.4%
Value ($000) $13,028 Shares 129,405 Est. Cost $53.70 Unrealized +15.2%
LSSCX LOOMIS SAYLES SMALL CAP VALUE FUND 1.4%
Value ($000) $12,436 Shares 317,255 Est. Cost $34.70 Unrealized
AAPL APPLE INC. 1.2%
Value ($000) $10,540 Shares 113,413 Est. Cost $17.90 Unrealized +4.2%
MDY SPDR S&P MIDCAP 400 ETF TRUST 1.1%
Value ($000) $10,427 Shares 40,016 Est. Cost $210.09 Unrealized
T AT&T INC. 1.1%
Value ($000) $10,409 Shares 294,373 Est. Cost $11.39 Unrealized +3.4%
IVFIX FEDERATED INTL STRATEGIC VALUE DIVIDEND 1.1%
Value ($000) $9,882 Shares 2,176,649 Est. Cost $3.93 Unrealized
CVX CHEVRON CORPORATION 1.1%
Value ($000) $9,647 Shares 73,890 Est. Cost $71.30 Unrealized +6.5%
MINIX MFS INTERNATIONAL VALUE 1.0%
Value ($000) $9,229 Shares 248,403 Est. Cost $36.17 Unrealized
MEDIX MFS EMERGING MARKETS DEBT FUND I 1.0%
Value ($000) $9,187 Shares 599,279 Est. Cost $14.73 Unrealized
FIHBX FEDERATED INSTITUTIONAL HIGH YIELD BOND CL F 1.0%
Value ($000) $9,120 Shares 876,125 Est. Cost $10.01 Unrealized
UNITED TECHNOLOGIES INC 1.0%
Value ($000) $9,021 Shares 78,141 Est. Cost $93.84 Unrealized
JNJ JOHNSON & JOHNSON 1.0%
Value ($000) $8,975 Shares 85,786 Est. Cost $59.70 Unrealized +22.5%
NVS NOVARTIS AG-ADR 1.0%
Value ($000) $8,706 Shares 96,158 Est. Cost $71.19 Unrealized
EMR EMERSON ELECTRIC COMPANY 0.9%
Value ($000) $8,380 Shares 126,287 Est. Cost $40.50 Unrealized +21.3%
CAT CATERPILLAR INC. 0.9%
Value ($000) $8,304 Shares 76,413 Est. Cost $62.09 Unrealized +25.7%
OPPENHEIMER INTERNATIONAL GROWTH FUND 0.9%
Value ($000) $8,165 Shares 208,968 Est. Cost $39.07 Unrealized
NEUBERGER BERMAN ABSOLUTE RETURN MULTI MNGR 0.9%
Value ($000) $8,164 Shares 729,557 Est. Cost $11.14 Unrealized
JPMORGAN ALERIAN MLP INDEX ETN 0.9%
Value ($000) $7,942 Shares 151,612 Est. Cost $46.62 Unrealized
BLACKROCK INC 0.9%
Value ($000) $7,827 Shares 24,489 Est. Cost $263.45 Unrealized
BMY BRISTOL MYERS SQUIBB 0.8%
Value ($000) $7,743 Shares 159,620 Est. Cost $28.73 Unrealized +16.6%
TAREX THIRD AVENUE REAL ESTATE VALUE FUND 0.8%
Value ($000) $7,622 Shares 239,391 Est. Cost $27.16 Unrealized
PG PROCTER & GAMBLE CO. 0.8%
Value ($000) $7,245 Shares 92,188 Est. Cost $55.20 Unrealized +5.6%
NSRGY NESTLE SA-SPONS ADR 0.8%
Value ($000) $7,067 Shares 91,223 Est. Cost $66.32 Unrealized
LSGBX LOOMIS SAYLES GLOBAL BOND FUND 0.8%
Value ($000) $7,030 Shares 419,741 Est. Cost $16.31 Unrealized
IBM IBM 0.8%
Value ($000) $6,966 Shares 38,431 Est. Cost $117.80 Unrealized -4.7%
MCD MCDONALDS CORP. 0.8%
Value ($000) $6,919 Shares 68,681 Est. Cost $71.81 Unrealized +4.2%
KMI KINDER MORGAN INC 0.7%
Value ($000) $6,584 Shares 181,579 Est. Cost $20.26 Unrealized -7.2%
ARTMX ARTISAN MID CAP FUND INVESTORS CLASS 0.7%
Value ($000) $6,520 Shares 133,844 Est. Cost $44.17 Unrealized
MO ALTRIA GROUP INC. 0.7%
Value ($000) $6,513 Shares 155,296 Est. Cost $16.33 Unrealized +17.5%
VFC VF CORPORATION 0.7%
Value ($000) $6,452 Shares 102,416 Est. Cost $49.20 Unrealized +18.1%
PPG PPG INDUSTRIES INC 0.7%
Value ($000) $6,435 Shares 30,622 Est. Cost $59.61 Unrealized +35.8%
DIS WALT DISNEY COMPANY 0.7%
Value ($000) $6,258 Shares 72,986 Est. Cost $56.21 Unrealized +30.6%
GIS GENERAL MILLS INC 0.7%
Value ($000) $6,239 Shares 118,749 Est. Cost $32.13 Unrealized +11.3%
APH AMPHENOL CORP - CLASS A 0.6%
Value ($000) $5,820 Shares 60,403 Est. Cost $8.51 Unrealized +25.3%
TMO THERMO FISHER SCIENTIFIC INC 0.6%
Value ($000) $5,644 Shares 47,833 Est. Cost $80.00 Unrealized +41.8%
PPL PPL CORP COM 0.6%
Value ($000) $5,633 Shares 158,539 Est. Cost $16.50 Unrealized +13.6%
NKE NIKE INC - CLASS B 0.6%
Value ($000) $5,571 Shares 71,842 Est. Cost $26.61 Unrealized +20.8%
XBI SPDR S&P BIOTECH ETF 0.6%
Value ($000) $5,533 Shares 35,930 Est. Cost $104.73 Unrealized
SLB SCHLUMBERGER LIMITED 0.6%
Value ($000) $5,528 Shares 46,872 Est. Cost $53.20 Unrealized +40.7%
CSCO CISCO SYSTEMS INC 0.6%
Value ($000) $5,483 Shares 220,635 Est. Cost $16.47 Unrealized +1.0%
ORCL ORACLE CORPORATION 0.6%
Value ($000) $5,336 Shares 131,652 Est. Cost $27.57 Unrealized +25.7%
BRK/B BERKSHIRE HATHAWAY INC-CL B 0.6%
Value ($000) $5,335 Shares 42,155 Est. Cost $110.14 Unrealized +14.9%
PM PHILIP MORRIS INTERNATIONAL INC 0.6%
Value ($000) $5,321 Shares 63,112 Est. Cost $49.59 Unrealized -2.7%
PCLIX PIMCO COMMODITIES PLUS STRATEGY INST 0.6%
Value ($000) $5,187 Shares 447,915 Est. Cost $10.26 Unrealized
MET METLIFE INC 0.6%
Value ($000) $5,120 Shares 92,167 Est. Cost $24.62 Unrealized +29.3%
HCC INSURANCE HOLDINGS INC 0.6%
Value ($000) $5,070 Shares 103,588 Est. Cost $43.18 Unrealized
JPM JPMORGAN CHASE & CO 0.6%
Value ($000) $5,028 Shares 87,245 Est. Cost $36.34 Unrealized +13.4%
PWR QUANTA SERVICES, INC. 0.5%
Value ($000) $4,960 Shares 143,423 Est. Cost $27.25 Unrealized +24.6%
PNC PNC FINANCIAL SERVICES GROUP, INC. 0.5%
Value ($000) $4,885 Shares 54,848 Est. Cost $47.51 Unrealized +25.8%
MONSANTO CO. 0.5%
Value ($000) $4,855 Shares 38,918 Est. Cost $99.23 Unrealized
GOOGLE INC-CL A 0.5%
Value ($000) $4,840 Shares 8,277 Est. Cost $788.08 Unrealized
CSX CSX CORP. 0.5%
Value ($000) $4,728 Shares 153,474 Est. Cost $6.68 Unrealized +21.2%
EMC CORP/MASS 0.5%
Value ($000) $4,702 Shares 178,509 Est. Cost $23.86 Unrealized
VWEAX VANGUARD HIGH YIELD CORPORATE FUND 0.5%
Value ($000) $4,676 Shares 759,108 Est. Cost $5.94 Unrealized
EXPRESS SCRIPTS HOLDING COMPANY 0.5%
Value ($000) $4,601 Shares 66,363 Est. Cost $61.95 Unrealized
MDU M D U RESOURCES GROUP, INC. 0.5%
Value ($000) $4,578 Shares 130,436 Est. Cost $6.61 Unrealized +38.4%
CHUBB CORPORATION 0.5%
Value ($000) $4,490 Shares 48,715 Est. Cost $95.58 Unrealized
CVS CVS CAREMARK CORP 0.5%
Value ($000) $4,398 Shares 58,353 Est. Cost $41.53 Unrealized +32.2%
OXY OCCIDENTAL PETROLEUM CORP. 0.5%
Value ($000) $4,374 Shares 42,612 Est. Cost $58.25 Unrealized +13.6%
APACHE CORP COM 0.5%
Value ($000) $4,367 Shares 43,396 Est. Cost $84.77 Unrealized
ACN ACCENTURE PLC 0.5%
Value ($000) $4,350 Shares 53,817 Est. Cost $63.60 Unrealized +4.0%
QCOM QUALCOMM INC 0.5%
Value ($000) $4,344 Shares 54,847 Est. Cost $45.38 Unrealized +26.3%
VMLUX VANGUARD LIMITED TERM TAX EXEMPT ADMIRAL SHS 0.5%
Value ($000) $4,320 Shares 390,282 Est. Cost $11.01 Unrealized
DE DEERE & COMPANY 0.5%
Value ($000) $4,275 Shares 47,212 Est. Cost $67.95 Unrealized +9.1%
CREDIT SUISSE MLP EQUAL WEIGHT INDEX ETF PREF 0.5%
Value ($000) $4,119 Shares 115,245 Est. Cost $29.85 Unrealized
NEE NEXTERA ENERGY 0.4%
Value ($000) $4,100 Shares 40,003 Est. Cost $14.32 Unrealized +25.1%
MSFT MICROSOFT CORPORATION 0.4%
Value ($000) $4,060 Shares 97,363 Est. Cost $27.07 Unrealized +25.4%
CSRSX COHEN & STEERS REALTY SHARES 0.4%
Value ($000) $3,965 Shares 54,742 Est. Cost $66.79 Unrealized
INTC INTEL CORPORATION 0.4%
Value ($000) $3,934 Shares 127,312 Est. Cost $17.44 Unrealized +18.6%
RHHBY ROCHE HOLDINGS LTD-SPONS ADR 0.4%
Value ($000) $3,873 Shares 103,894 Est. Cost $49.33 Unrealized
VZ VERIZON COMMUNICATIONS 0.4%
Value ($000) $3,857 Shares 78,813 Est. Cost $26.98 Unrealized -0.7%
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.4%
Value ($000) $3,711 Shares 47,604 Est. Cost $66.92 Unrealized
ADP AUTOMATIC DATA PROCESSING 0.4%
Value ($000) $3,694 Shares 46,591 Est. Cost $45.63 Unrealized +15.8%
ROYAL DUTCH SHELL PLC SPON ADR 0.4%
Value ($000) $3,681 Shares 44,688 Est. Cost $66.08 Unrealized
COST COSTCO WHOLESALE CORP. 0.4%
Value ($000) $3,621 Shares 31,440 Est. Cost $86.72 Unrealized +5.9%
COP CONOCOPHILLIPS 0.4%
Value ($000) $3,444 Shares 40,176 Est. Cost $41.34 Unrealized +29.1%
DEM WISDOM TREE EMERGING MARKETS EQUITY INCOME 0.4%
Value ($000) $3,336 Shares 64,350 Est. Cost $48.43 Unrealized
GENERAL ELECTRIC COMPANY 0.4%
Value ($000) $3,307 Shares 125,805 Est. Cost $24.11 Unrealized
PEP PEPSICO INC. 0.4%
Value ($000) $3,296 Shares 36,886 Est. Cost $56.21 Unrealized +8.4%
PRHYX T ROWE PRICE HIGH YIELD FUND 0.4%
Value ($000) $3,219 Shares 439,043 Est. Cost $6.94 Unrealized
KMB KIMBERLY CLARK CORP 0.3%
Value ($000) $3,197 Shares 28,744 Est. Cost $63.33 Unrealized +13.3%
PFE PFIZER INC 0.3%
Value ($000) $3,189 Shares 107,440 Est. Cost $16.59 Unrealized +5.8%
SPECTRA ENERGY CORPORATION 0.3%
Value ($000) $3,183 Shares 74,935 Est. Cost $34.64 Unrealized
SLF SUN LIFE FINANCIAL INC 0.3%
Value ($000) $3,183 Shares 86,701 Est. Cost $28.54 Unrealized +20.7%
ROST ROSS STORES INC 0.3%
Value ($000) $3,171 Shares 47,944 Est. Cost $31.47 Unrealized -2.7%
MRK MERCK & CO INC 0.3%
Value ($000) $3,154 Shares 54,519 Est. Cost $30.48 Unrealized +24.5%
LLY ELI LILLY & CO 0.3%
Value ($000) $3,136 Shares 50,435 Est. Cost $42.33 Unrealized +13.4%
BMO BANK OF MONTREAL 0.3%
Value ($000) $3,084 Shares 41,908 Est. Cost $37.07 Unrealized +17.5%
GLAXOSMITHKLINE PLC SPONSORED ADR 0.3%
Value ($000) $3,083 Shares 57,640 Est. Cost $50.54 Unrealized
GPC GENUINE PARTS CO. 0.3%
Value ($000) $3,075 Shares 35,031 Est. Cost $54.66 Unrealized +12.8%
AGL RESOURCES INC. 0.3%
Value ($000) $3,035 Shares 55,167 Est. Cost $44.21 Unrealized
NOBLE CORPORATION PLC 0.3%
Value ($000) $3,025 Shares 90,120 Est. Cost $37.04 Unrealized
UNILEVER PLC-SPONS ADR 0.3%
Value ($000) $2,857 Shares 63,066 Est. Cost $40.75 Unrealized
HAS HASBRO, INC. 0.3%
Value ($000) $2,825 Shares 53,253 Est. Cost $30.82 Unrealized +20.1%
CLX CLOROX COMPANY 0.3%
Value ($000) $2,738 Shares 29,958 Est. Cost $61.82 Unrealized +4.3%
VWIUX VANGUARD INTER TERM T/EXEMPT ADMIRAL SHARES 0.3%
Value ($000) $2,716 Shares 192,062 Est. Cost $13.81 Unrealized
CA INC. 0.3%
Value ($000) $2,703 Shares 94,067 Est. Cost $28.81 Unrealized
DODGX DODGE & COX STOCK FUND 0.3%
Value ($000) $2,682 Shares 15,010 Est. Cost $142.10 Unrealized
VEXRX VANGUARD EXPLORER FUND ADMIRAL SHARES 0.3%
Value ($000) $2,386 Shares 24,228 Est. Cost $88.12 Unrealized
EFA ISHARES MSCI EAFE ETF 0.2%
Value ($000) $2,156 Shares 31,527 Est. Cost $57.31 Unrealized
VUG VANGUARD GROWTH ETF 0.2%
Value ($000) $2,039 Shares 20,618 Est. Cost $78.15 Unrealized
VEIRX VANGUARD EQUITY INCOME FUND ADMIRAL SHARES 0.2%
Value ($000) $1,963 Shares 29,646 Est. Cost $58.21 Unrealized
E.I. DUPONT DE NEMOURS & CO 0.2%
Value ($000) $1,931 Shares 29,508 Est. Cost $52.76 Unrealized
USATX USAA TAX EXEMPT INTERMEDIATE TERM FUND 0.2%
Value ($000) $1,911 Shares 141,472 Est. Cost $13.28 Unrealized
NFFFX AMERICAN NEW WORLD FUND F2 0.2%
Value ($000) $1,876 Shares 30,292 Est. Cost $59.86 Unrealized
CL COLGATE-PALMOLIVE COMPANY 0.2%
Value ($000) $1,767 Shares 25,917 Est. Cost $44.39 Unrealized +15.4%
VANGUARD TOTAL BOND MARKET INDEX SIGNAL SHS 0.2%
Value ($000) $1,751 Shares 161,672 Est. Cost $10.67 Unrealized
PRGFX T ROWE PRICE GROWTH STOCK FUND 0.2%
Value ($000) $1,680 Shares 31,097 Est. Cost $41.98 Unrealized
VANGUARD SHORT TERM BOND INDEX SIGNAL SHARES 0.2%
Value ($000) $1,654 Shares 157,122 Est. Cost $10.50 Unrealized
TGT TARGET CORP 0.2%
Value ($000) $1,595 Shares 27,510 Est. Cost $42.38 Unrealized -1.8%
DTH WISDOMTREE DEFA EQUITY INCOME FUND 0.2%
Value ($000) $1,478 Shares 30,120 Est. Cost $44.08 Unrealized
GOOGLE INC-CL C 0.2%
Value ($000) $1,440 Shares 2,503 Est. Cost $575.31 Unrealized
POWERSHARES DB COMMODITY INDEX (PARTNERSHIP) 0.2%
Value ($000) $1,434 Shares 53,975 Est. Cost $25.16 Unrealized
SPOKE HOLLOW RANCH INC 0.1%
Value ($000) $1,221 Shares 621,939 Est. Cost $1.96 Unrealized
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST 0.1%
Value ($000) $1,158 Shares 6,902 Est. Cost $148.51 Unrealized
BROADWAY BANCSHARES INC TEX COM 0.1%
Value ($000) $1,126 Shares 6,102 Est. Cost $193.22 Unrealized
MMM 3M CO 0.1%
Value ($000) $1,115 Shares 7,784 Est. Cost $61.42 Unrealized +32.0%
SPY SPDR S&P 500 ETF TRUST 0.1%
Value ($000) $1,100 Shares 5,620 Est. Cost $160.41 Unrealized
ABSOLUTE OPPORTUNITIES FUND 0.1%
Value ($000) $1,069 Shares 94,881 Est. Cost $11.53 Unrealized
AMGIX AMERICAN CENTURY INCOME & GROWTH FUND 0.1%
Value ($000) $1,052 Shares 27,297 Est. Cost $31.64 Unrealized
VFIJX VANGUARD GNMA FUND ADMIRAL SHARES 0.1%
Value ($000) $983 Shares 91,562 Est. Cost $10.48 Unrealized
TRMCX T ROWE PRICE MIDCAP VALUE FUND 0.1%
Value ($000) $969 Shares 29,401 Est. Cost $27.38 Unrealized
PRSGX T ROWE PRICE SPECTRUM GROWTH 0.1%
Value ($000) $943 Shares 37,155 Est. Cost $21.70 Unrealized
VANGUARD 500 INDEX FUND SIGNAL SHARES 0.1%
Value ($000) $832 Shares 5,573 Est. Cost $122.35 Unrealized
SBR SABINE ROYALTY TRUST 0.1%
Value ($000) $703 Shares 11,600 Est. Cost $51.65 Unrealized
USTEX USAA TAX EXEMPT LONG TERM FUND 0.1%
Value ($000) $698 Shares 51,028 Est. Cost $13.28 Unrealized
USSTX USAA TAX EXEMPT SHORT TERM FUND 0.1%
Value ($000) $683 Shares 63,725 Est. Cost $10.72 Unrealized
PTTAX PIMCO TOTAL RETURN FUND CL A 0.1%
Value ($000) $675 Shares 61,601 Est. Cost $10.75 Unrealized
VANGUARD REIT INDEX FUND-SIGNAL SHARES 0.1%
Value ($000) $640 Shares 22,604 Est. Cost $26.04 Unrealized
KO COCA COLA CO. 0.1%
Value ($000) $627 Shares 14,802 Est. Cost $27.80 Unrealized +1.1%
WFC WELLS FARGO & CO NEW 0.1%
Value ($000) $604 Shares 11,481 Est. Cost $28.38 Unrealized +27.9%
D DOMINION RES INC VA NEW COM 0.1%
Value ($000) $595 Shares 8,329 Est. Cost $34.53 Unrealized +24.3%
SPG SIMON PPTY GROUP (PREV SIMON DEBARTOLO GRP) 0.1%
Value ($000) $559 Shares 3,360 Est. Cost $88.21 Unrealized +5.7%
ANWFX AMERICAN NEW PERSPECTIVE FUND F2 0.1%
Value ($000) $557 Shares 14,341 Est. Cost $33.70 Unrealized
PSA PUBLIC STORAGE 0.1%
Value ($000) $547 Shares 3,195 Est. Cost $97.30 Unrealized +12.3%
BURKE & HERBERT BANK & TRUST 0.1%
Value ($000) $543 Shares 248 Est. Cost $2170.07 Unrealized
IJR ISHARES CORE S&P SMALL CAP ETF 0.1%
Value ($000) $493 Shares 4,403 Est. Cost $94.99 Unrealized
AME AMETEK INC (NEW) 0.1%
Value ($000) $478 Shares 9,150 Est. Cost $38.40 Unrealized +26.5%
SECURITY STATE BANK - FARWELL, TX 0.1%
Value ($000) $458 Shares 161 Est. Cost $1502.02 Unrealized
PDRDX PRINCIPAL DIVERSIFIED REAL ASSET INST 0.0%
Value ($000) $411 Shares 31,162 Est. Cost $12.57 Unrealized
VPMAX VANGUARD PRIMECAP FUND ADMIRAL SHARES 0.0%
Value ($000) $404 Shares 3,842 Est. Cost $85.36 Unrealized
HOSPITALITY PROPERTIES TRUST 0.0%
Value ($000) $401 Shares 13,185 Est. Cost $26.26 Unrealized
PAUIX PIMCO ALL ASSET ALL AUTHORITY INSTL 0.0%
Value ($000) $384 Shares 36,979 Est. Cost $10.06 Unrealized
PRFDX T ROWE PRICE EQUITY INCOME FUND 0.0%
Value ($000) $375 Shares 10,879 Est. Cost $29.91 Unrealized
VTSAX VANGUARD TOTAL STOCK MARKET INDEX- ADMIRAL 0.0%
Value ($000) $366 Shares 7,397 Est. Cost $49.48 Unrealized
RACKSPACE HOSTING INC 0.0%
Value ($000) $361 Shares 10,723 Est. Cost $37.87 Unrealized
DOW CHEMICAL COMPANY 0.0%
Value ($000) $354 Shares 6,870 Est. Cost $32.72 Unrealized
VANGUARD TOTAL STOCK MARKET INDEX-SIGNAL SHS 0.0%
Value ($000) $350 Shares 7,326 Est. Cost $38.85 Unrealized
BXP BOSTON PROPERTIES, INC 0.0%
Value ($000) $345 Shares 2,920 Est. Cost $63.98 Unrealized +14.0%
DUK DUKE ENERGY CORP 0.0%
Value ($000) $322 Shares 4,331 Est. Cost $41.83 Unrealized +6.4%
AXP AMERICAN EXPRESS CO. 0.0%
Value ($000) $315 Shares 3,325 Est. Cost $59.62 Unrealized +28.1%
TAVFX THIRD AVENUE VALUE FUND 0.0%
Value ($000) $310 Shares 5,001 Est. Cost $53.19 Unrealized
VWLUX VANGUARD LONG TERM TAX EXEMPT ADMIRAL SHARES 0.0%
Value ($000) $308 Shares 26,640 Est. Cost $11.20 Unrealized
VFIAX VANGUARD 500 INDEX FUND ADMIRAL SHS #540 0.0%
Value ($000) $301 Shares 1,667 Est. Cost $161.69 Unrealized
IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF 0.0%
Value ($000) $299 Shares 2,471 Est. Cost $97.00 Unrealized
SKT TANGER FACTORY OUTLET CENTER 0.0%
Value ($000) $283 Shares 8,100 Est. Cost $33.38 Unrealized
TEMWX TEMPLETON WORLD FUND CL A 0.0%
Value ($000) $280 Shares 13,777 Est. Cost $18.76 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR ETF 0.0%
Value ($000) $278 Shares 12,254 Est. Cost $19.40 Unrealized
ABBV ABBVIE INC 0.0%
Value ($000) $276 Shares 4,888 Est. Cost $26.55 Unrealized +24.2%
MUTHX FRANKLIN MUTUAL SHARES FUND CL Z 0.0%
Value ($000) $267 Shares 8,724 Est. Cost $25.26 Unrealized
DVY ISHARES SELECT DIVIDEND ETF 0.0%
Value ($000) $258 Shares 3,355 Est. Cost $64.45 Unrealized
EEM ISHARES MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $251 Shares 5,802 Est. Cost $38.46 Unrealized
DEO DIAGEO PLC-SPONSORED ADR 0.0%
Value ($000) $250 Shares 1,971 Est. Cost $116.17 Unrealized
UBS ETRACS ALERIAN MLP INFRASTRUCTURE INDEX 0.0%
Value ($000) $229 Shares 5,128 Est. Cost $39.06 Unrealized
IWR ISHARES RUSSELL MID-CAP ETF 0.0%
Value ($000) $228 Shares 1,407 Est. Cost $129.42 Unrealized
EQR EQUITY RESIDENTIAL 0.0%
Value ($000) $226 Shares 3,590 Est. Cost $29.73 Unrealized +15.8%
PCRIX PIMCO COMMODITY REAL RETURN STRATEGY FUND 0.0%
Value ($000) $223 Shares 36,793 Est. Cost $5.62 Unrealized
DWS SCIENCE AND TECHNOLOGY CL A 0.0%
Value ($000) $222 Shares 11,305 Est. Cost $15.39 Unrealized
FIRST STATE BANK MOULTON, TEXAS 0.0%
Value ($000) $222 Shares 300 Est. Cost $740.00 Unrealized
KIM KIMCO REALTY CORPORATION 0.0%
Value ($000) $222 Shares 9,672 Est. Cost $12.59 Unrealized +3.6%
VWSUX VANGUARD SHORT TERM TAX EXEMPT ADMIRAL SHS 0.0%
Value ($000) $221 Shares 13,920 Est. Cost $15.84 Unrealized
DODFX DODGE & COX INTERNATIONAL STOCK FUND 0.0%
Value ($000) $214 Shares 4,597 Est. Cost $36.50 Unrealized
USGNX USAA GOVERNMENT SECURITIES FUND 0.0%
Value ($000) $211 Shares 21,129 Est. Cost $9.99 Unrealized
HCP INC TRUST 0.0%
Value ($000) $203 Shares 4,910 Est. Cost $45.34 Unrealized
TGRIX AMERICAN CENTURY INTL GROWTH INSTITUTIONAL SH 0.0%
Value ($000) $202 Shares 14,683 Est. Cost $11.90 Unrealized
HP HELMERICH & PAYNE 0.0%
Value ($000) $197 Shares 1,700 Est. Cost $61.57 Unrealized +77.9%
PB PROSPERITY BANCSHARES INC 0.0%
Value ($000) $192 Shares 3,070 Est. Cost $45.93 Unrealized -4.0%
VWO VANGUARD FTSE EMERGING MARKET ETF 0.0%
Value ($000) $192 Shares 4,457 Est. Cost $38.79 Unrealized
OWENS REALTY MORTGAGE INC 0.0%
Value ($000) $192 Shares 9,861 Est. Cost $12.41 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $187 Shares 4,875 Est. Cost $30.63 Unrealized
AEE AMEREN CORP 0.0%
Value ($000) $185 Shares 4,536 Est. Cost $23.45 Unrealized +18.3%
HAL HALLIBURTON CO 0.0%
Value ($000) $179 Shares 2,520 Est. Cost $33.21 Unrealized +55.0%
IJK ISHARES S&P MID-CAP 400 GROWTH ETF 0.0%
Value ($000) $179 Shares 1,139 Est. Cost $129.06 Unrealized
AEP AMERICAN ELECTRIC POWER COMPANY 0.0%
Value ($000) $175 Shares 3,132 Est. Cost $30.74 Unrealized +13.5%
EPD ENTERPRISE PRODUCTS PARTNERS LP 0.0%
Value ($000) $174 Shares 2,220 Est. Cost $62.36 Unrealized
SO SOUTHERN CO. 0.0%
Value ($000) $172 Shares 3,782 Est. Cost $26.57 Unrealized +1.5%
LMT LOCKHEED MARTIN CORPORATION 0.0%
Value ($000) $171 Shares 1,064 Est. Cost $71.65 Unrealized +65.1%
USISX USAA INCOME STOCK FUND 0.0%
Value ($000) $169 Shares 9,292 Est. Cost $15.62 Unrealized
USAIX USAA INCOME FUND 0.0%
Value ($000) $164 Shares 12,275 Est. Cost $13.09 Unrealized
OKE ONEOK INC 0.0%
Value ($000) $163 Shares 2,400 Est. Cost $19.74 Unrealized +58.4%
UNP UNION PACIFIC CORPORATION 0.0%
Value ($000) $161 Shares 1,618 Est. Cost $65.92 Unrealized +13.4%
VNO VORNADO REALTY TRUST 0.0%
Value ($000) $157 Shares 1,470 Est. Cost $84.54 Unrealized
WMT WAL-MART STORES INC. 0.0%
Value ($000) $153 Shares 2,045 Est. Cost $19.97 Unrealized +2.8%
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FD 0.0%
Value ($000) $151 Shares 2,256 Est. Cost $56.29 Unrealized
TEPLX TEMPLETON GROWTH FUND, INC. 0.0%
Value ($000) $150 Shares 5,703 Est. Cost $26.30 Unrealized
THIRD AVENUE INTERNATIONAL VALUE FUND 0.0%
Value ($000) $147 Shares 7,107 Est. Cost $18.24 Unrealized
WIP SPDR DB INTL GOV INFL-PROT ETF 0.0%
Value ($000) $147 Shares 2,370 Est. Cost $62.03 Unrealized
FPURX FIDELITY PURITAN FUND 0.0%
Value ($000) $145 Shares 6,452 Est. Cost $20.65 Unrealized
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $144 Shares 2,500 Est. Cost $37.39 Unrealized -2.6%
PSX PHILLIPS 66 0.0%
Value ($000) $142 Shares 1,767 Est. Cost $40.60 Unrealized +33.5%
ETN EATON CORP PLC 0.0%
Value ($000) $139 Shares 1,800 Est. Cost $46.59 Unrealized +20.8%
IJJ ISHARES S&P MID-CAP 400 VALUE ETF 0.0%
Value ($000) $137 Shares 1,082 Est. Cost $101.66 Unrealized
MCO MOODY'S CORPORATION 0.0%
Value ($000) $133 Shares 1,520 Est. Cost $53.10 Unrealized +37.7%
VLO VALERO ENERGY NEW 0.0%
Value ($000) $129 Shares 2,572 Est. Cost $24.01 Unrealized +47.8%
PEG PUBLIC SERVICE ENTERPRISE GROUP INC. 0.0%
Value ($000) $129 Shares 3,168 Est. Cost $21.73 Unrealized +18.6%
VNQ VANGUARD REIT ETF 0.0%
Value ($000) $128 Shares 1,706 Est. Cost $68.71 Unrealized
FBIN FORTUNE BRANDS HOME & SECURITY INC 0.0%
Value ($000) $123 Shares 3,080 Est. Cost $27.93 Unrealized +4.3%
O REALTY INCOME CORPORATION 0.0%
Value ($000) $123 Shares 2,780 Est. Cost $25.01 Unrealized -3.1%
VBTLX VANGUARD TOTAL BOND MKT INDEX #584-ADM SH 0.0%
Value ($000) $122 Shares 11,273 Est. Cost $10.82 Unrealized
PRITX T ROWE PRICE INTERNATIONAL STOCK FUND 0.0%
Value ($000) $121 Shares 6,991 Est. Cost $14.30 Unrealized
HWDIX HARTFORD WORLD BOND FUND 0.0%
Value ($000) $111 Shares 10,323 Est. Cost $10.75 Unrealized
DHR DANAHER CORP DEL COM 0.0%
Value ($000) $111 Shares 1,420 Est. Cost $25.01 Unrealized +24.4%
SJT SAN JUAN BASIN ROYALTY TRUST 0.0%
Value ($000) $110 Shares 5,743 Est. Cost $16.19 Unrealized
MDLZ MONDELEZ INTERNATIONAL INC-A 0.0%
Value ($000) $107 Shares 2,847 Est. Cost $23.87 Unrealized +18.5%
ILMN ILLUMINA INC 0.0%
Value ($000) $107 Shares 600 Est. Cost $64.01 Unrealized +133.1%
FTRBX FEDERATED TOTAL RETURN BOND FUND 0.0%
Value ($000) $106 Shares 9,501 Est. Cost $10.96 Unrealized
GHAYX VAN ECK GLOBAL HARD ASSETS, CLASS Y 0.0%
Value ($000) $105 Shares 1,903 Est. Cost $41.80 Unrealized
TWVLX AMERICAN CENTURY VALUE FUND 0.0%
Value ($000) $104 Shares 11,738 Est. Cost $8.18 Unrealized
BAX BAXTER INTERNATIONAL INC. 0.0%
Value ($000) $100 Shares 1,387 Est. Cost $30.42 Unrealized +7.5%
OPPENHEIMER DEVELOPING MARKETS FUND 0.0%
Value ($000) $97 Shares 2,440 Est. Cost $33.57 Unrealized
JAGIX JANUS GROWTH & INCOME FUND 0.0%
Value ($000) $97 Shares 2,050 Est. Cost $39.04 Unrealized
SIGMA-ALDRICH 0.0%
Value ($000) $96 Shares 950 Est. Cost $80.39 Unrealized
JOHNSON CONTROLS INC. 0.0%
Value ($000) $95 Shares 1,907 Est. Cost $35.83 Unrealized
FIRST TEXAS BANCORP, INC. 0.0%
Value ($000) $94 Shares 510 Est. Cost $180.39 Unrealized
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $93 Shares 2,153 Est. Cost $22.41 Unrealized +24.6%
MRSH MARSH & MCLENNAN COMPANIES INC 0.0%
Value ($000) $93 Shares 1,800 Est. Cost $31.19 Unrealized +29.9%
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $91 Shares 1,689 Est. Cost $42.63 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.0%
Value ($000) $91 Shares 1,496 Est. Cost $47.46 Unrealized
SDY SPDR S&P DIVIDEND ETF 0.0%
Value ($000) $91 Shares 1,190 Est. Cost $66.39 Unrealized
XLE ENERGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $89 Shares 890 Est. Cost $78.71 Unrealized
CMCSA COMCAST CORP. CLASS A 0.0%
Value ($000) $88 Shares 1,635 Est. Cost $18.92 Unrealized +4.5%
ALL ALLSTATE CORP. 0.0%
Value ($000) $86 Shares 1,480 Est. Cost $37.12 Unrealized +20.9%
WALGREEN COMPANY 0.0%
Value ($000) $86 Shares 1,162 Est. Cost $44.13 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $85 Shares 722 Est. Cost $97.58 Unrealized
SGOIX FIRST EAGLE OVERSEAS FUND 0.0%
Value ($000) $85 Shares 3,376 Est. Cost $22.86 Unrealized
DWGHX AMERICAN FUNDS DEVELOPING WORLD G&I F2 0.0%
Value ($000) $84 Shares 7,366 Est. Cost $11.40 Unrealized
XEL XCEL ENERGY, INC. 0.0%
Value ($000) $83 Shares 2,562 Est. Cost $19.67 Unrealized +8.5%
XLU UTILITIES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $82 Shares 1,850 Est. Cost $44.32 Unrealized
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $81 Shares 1,809 Est. Cost $39.80 Unrealized
WGIFX AMERICAN CAPITAL WORLD GROWTH & INCOME FD F2 0.0%
Value ($000) $80 Shares 1,678 Est. Cost $39.33 Unrealized
EXC EXELON CORPORATION 0.0%
Value ($000) $80 Shares 2,184 Est. Cost $15.41 Unrealized +9.5%
FKTIX FRANKLIN FEDERAL TAX FREE INCOME FUND CL A 0.0%
Value ($000) $79 Shares 6,389 Est. Cost $12.12 Unrealized
USSPX USAA S&P 500 INDEX FUND 0.0%
Value ($000) $76 Shares 2,717 Est. Cost $22.82 Unrealized
VRE MACK-CALI REALTY CORPORATION 0.0%
Value ($000) $75 Shares 3,470 Est. Cost $24.50 Unrealized
NSC NORFOLK SOUTHERN CORP. 0.0%
Value ($000) $71 Shares 693 Est. Cost $57.67 Unrealized +31.8%
HAINX HARBOR INTERNATIONAL FD-INS 0.0%
Value ($000) $71 Shares 956 Est. Cost $62.76 Unrealized
LOW LOWE'S COS. INC. 0.0%
Value ($000) $70 Shares 1,462 Est. Cost $34.77 Unrealized +8.8%
XLB MATERIALS SELECT SECTOR SPDR TRUST FUND 0.0%
Value ($000) $68 Shares 1,383 Est. Cost $38.34 Unrealized
NORDSTROM, INC. 0.0%
Value ($000) $68 Shares 1,006 Est. Cost $60.04 Unrealized
HEALTHCARE REALTY TRUST INC 0.0%
Value ($000) $66 Shares 2,605 Est. Cost $25.34 Unrealized
IYR ISHARES U.S. REAL ESTATE ETF 0.0%
Value ($000) $66 Shares 922 Est. Cost $65.43 Unrealized
IGFFX AMERICAN INTERNATIONAL GROWTH AND INCOME F2 0.0%
Value ($000) $65 Shares 1,773 Est. Cost $32.36 Unrealized
HD HOME DEPOT INC 0.0%
Value ($000) $64 Shares 790 Est. Cost $56.05 Unrealized +7.2%
USSBX USAA SHORT TERM BOND FUND 0.0%
Value ($000) $63 Shares 6,864 Est. Cost $9.20 Unrealized
LUV SOUTHWEST AIRLINES CO. 0.0%
Value ($000) $61 Shares 2,261 Est. Cost $15.27 Unrealized +45.1%
VINEX VANGUARD INTERNATIONAL EXPLORER 0.0%
Value ($000) $61 Shares 3,093 Est. Cost $18.43 Unrealized
VFSTX VANGUARD SHORT-TERM INVESTMENT GRADE 0.0%
Value ($000) $61 Shares 5,710 Est. Cost $10.71 Unrealized
SRE SEMPRA ENERGY 0.0%
Value ($000) $60 Shares 576 Est. Cost $27.60 Unrealized +25.4%
SPDR NUVEEN BARCLAYS SHORT TERM MUNI BOND ETF 0.0%
Value ($000) $60 Shares 2,482 Est. Cost $23.92 Unrealized
FSGAX FRANKLIN SMALL MIDCAP GROWTH FUND ADVISOR SHS 0.0%
Value ($000) $60 Shares 1,333 Est. Cost $41.27 Unrealized
KEY KEYCORP 0.0%
Value ($000) $60 Shares 4,186 Est. Cost $6.76 Unrealized +31.2%
EHSTX EATON VANCE LARGE CAP VALUE FUND CL A 0.0%
Value ($000) $58 Shares 2,260 Est. Cost $22.21 Unrealized
DUN & BRADSTREET CORP. 0.0%
Value ($000) $56 Shares 506 Est. Cost $96.84 Unrealized
STIP ISHARES 0-5 YEAR TIPS BOND ETF 0.0%
Value ($000) $56 Shares 550 Est. Cost $100.82 Unrealized
KRAFT FOODS GROUP INC 0.0%
Value ($000) $55 Shares 908 Est. Cost $55.88 Unrealized
HACAX HARBOR CAPITAL APPRECIATION FUND - INST 0.0%
Value ($000) $54 Shares 906 Est. Cost $46.99 Unrealized
ARCC ARES CAPITAL CORPORATION 0.0%
Value ($000) $53 Shares 2,975 Est. Cost $5.23 Unrealized +8.1%
VWNFX VANGUARD WINDSOR II FUND 0.0%
Value ($000) $52 Shares 1,320 Est. Cost $37.88 Unrealized
HSBC HOLDINGS PLC 8.125% PFD 0.0%
Value ($000) $52 Shares 2,000 Est. Cost $25.50 Unrealized
AMP AMERIPRISE FINANCIAL INC. 0.0%
Value ($000) $51 Shares 428 Est. Cost $59.57 Unrealized +47.0%
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $49 Shares 395 Est. Cost $97.85 Unrealized 0.0%
ABT ABBOTT LABORATORIES 0.0%
Value ($000) $49 Shares 1,203 Est. Cost $28.85 Unrealized +9.2%
CIGNA CORPORATION 0.0%
Value ($000) $48 Shares 525 Est. Cost $72.60 Unrealized
OAKIX OAKMARK INTERNATIONAL FUND CLASS I 0.0%
Value ($000) $47 Shares 1,742 Est. Cost $22.69 Unrealized
ANADARKO PETE CORP 0.0%
Value ($000) $47 Shares 427 Est. Cost $86.05 Unrealized
GTDIX INVESCO DEVELOPING MARKETS FUND 0.0%
Value ($000) $47 Shares 1,335 Est. Cost $35.21 Unrealized
MEDTRONIC INC. 0.0%
Value ($000) $47 Shares 740 Est. Cost $51.14 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 0.0%
Value ($000) $46 Shares 450 Est. Cost $82.22 Unrealized
ING ING GROEP N.V.-SPONSORED ADR 0.0%
Value ($000) $46 Shares 3,264 Est. Cost $14.16 Unrealized
CSRIX COHEN & STEERS INSTITUTIONAL REALTY SHARES 0.0%
Value ($000) $46 Shares 979 Est. Cost $46.99 Unrealized
BAC BANK OF AMERICA CORP 0.0%
Value ($000) $46 Shares 3,000 Est. Cost $10.03 Unrealized +22.1%
BFH ALLIANCE DATA SYSTEMS CORPORATION 0.0%
Value ($000) $46 Shares 162 Est. Cost $175.84 Unrealized 0.0%
SNY SANOFI-AVENTIS - ADR 0.0%
Value ($000) $45 Shares 839 Est. Cost $53.14 Unrealized
ADBE ADOBE SYSTEMS INC. 0.0%
Value ($000) $45 Shares 622 Est. Cost $44.30 Unrealized +45.6%
SYY SYSCO CORPORATION 0.0%
Value ($000) $45 Shares 1,200 Est. Cost $24.40 Unrealized +10.2%
LORD ABBETT BOND DEBENTURE FUND CL B 0.0%
Value ($000) $44 Shares 5,243 Est. Cost $7.99 Unrealized
HON HONEYWELL INTERNATIONAL INC 0.0%
Value ($000) $43 Shares 465 Est. Cost $55.97 Unrealized +17.4%
PAA PLAINS ALL AMERICAN PIPELINE LP 0.0%
Value ($000) $43 Shares 720 Est. Cost $55.56 Unrealized
OGE OGE ENERGY CORP 0.0%
Value ($000) $42 Shares 1,065 Est. Cost $35.24 Unrealized +3.9%
EFV ISHARES MSCI EAFE VALUE ETF 0.0%
Value ($000) $40 Shares 675 Est. Cost $48.89 Unrealized
AIG AMERICAN INTERNATIONAL GROUP INC 0.0%
Value ($000) $40 Shares 734 Est. Cost $40.41 Unrealized 0.0%
DODIX DODGE & COX INCOME FUND 0.0%
Value ($000) $40 Shares 2,907 Est. Cost $13.42 Unrealized
IJH ISHARES CORE S&P MID-CAP ETF 0.0%
Value ($000) $38 Shares 271 Est. Cost $115.79 Unrealized
WISDOMTREE AUSTRALIA & NEW ZEALAND LOCAL DEBT 0.0%
Value ($000) $37 Shares 1,760 Est. Cost $19.69 Unrealized
V VISA INC 0.0%
Value ($000) $36 Shares 170 Est. Cost $40.02 Unrealized +20.4%
BLACKROCK GLOBAL LONG/SHORT CREDIT FUND 0.0%
Value ($000) $36 Shares 3,267 Est. Cost $11.02 Unrealized
HLMEX HARDING LOEVNER INSTITUTIONAL EMERGING MARKET 0.0%
Value ($000) $35 Shares 1,836 Est. Cost $17.97 Unrealized
SCANA CORP NEW COM 0.0%
Value ($000) $35 Shares 648 Est. Cost $48.61 Unrealized
CHAMBERS STREET PROPERTIES 0.0%
Value ($000) $34 Shares 4,190 Est. Cost $8.83 Unrealized
AAL AMERICAN AIRLINES GROUP INC 0.0%
Value ($000) $34 Shares 796 Est. Cost $36.77 Unrealized 0.0%
AMGN AMGEN, INC 0.0%
Value ($000) $34 Shares 285 Est. Cost $73.41 Unrealized +13.6%
MCHP MICROCHIP TECHNOLOGY INC 0.0%
Value ($000) $34 Shares 697 Est. Cost $14.91 Unrealized +25.3%
MANNING & NAPIER WORLD OPPORTUNITIES SERIES 0.0%
Value ($000) $33 Shares 3,499 Est. Cost $8.05 Unrealized
STARWOOD HOTELS & RESORTS 0.0%
Value ($000) $32 Shares 391 Est. Cost $64.30 Unrealized
WASHINGTON PRIME GROUP INC 0.0%
Value ($000) $31 Shares 1,679 Est. Cost $18.46 Unrealized
ITW ILLINOIS TOOL WORKS INC. 0.0%
Value ($000) $31 Shares 355 Est. Cost $49.85 Unrealized +31.3%
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $30 Shares 250 Est. Cost $62.64 Unrealized +59.0%
HANESBRANDS INC 0.0%
Value ($000) $30 Shares 300 Est. Cost $50.00 Unrealized
BUD ANHEUSER-BUSCH INBEV NV-SPN ADR 0.0%
Value ($000) $30 Shares 260 Est. Cost $102.07 Unrealized
HILLSHIRE BRANDS CO 0.0%
Value ($000) $30 Shares 480 Est. Cost $33.33 Unrealized
FROST CREDIT FUND 0.0%
Value ($000) $30 Shares 2,893 Est. Cost $10.37 Unrealized
ROP ROPER INDUSTRIES INC 0.0%
Value ($000) $29 Shares 200 Est. Cost $113.55 Unrealized +14.6%
VTMGX VANGUARD DEVELOPED MARKETS INDEX ADM 0.0%
Value ($000) $29 Shares 2,115 Est. Cost $13.71 Unrealized
SAFEWAY INC. 0.0%
Value ($000) $29 Shares 845 Est. Cost $34.32 Unrealized
FDX FEDEX CORPORATION 0.0%
Value ($000) $29 Shares 190 Est. Cost $81.95 Unrealized +44.6%
GAP GAP INCORPORATED 0.0%
Value ($000) $29 Shares 692 Est. Cost $27.23 Unrealized 0.0%
ISHARES GOLD TRUST 0.0%
Value ($000) $29 Shares 2,215 Est. Cost $12.14 Unrealized
LUBY'S INC 0.0%
Value ($000) $28 Shares 4,680 Est. Cost $8.44 Unrealized
UPS UNITED PARCEL SERVICE 0.0%
Value ($000) $28 Shares 277 Est. Cost $57.45 Unrealized +15.9%
REYNOLDS AMERICAN INC. 0.0%
Value ($000) $28 Shares 460 Est. Cost $50.00 Unrealized
COLUMBIA PROPERTY TRUST INC 0.0%
Value ($000) $28 Shares 1,250 Est. Cost $22.40 Unrealized
RVTY PERKINELMER INC 0.0%
Value ($000) $28 Shares 603 Est. Cost $43.14 Unrealized 0.0%
ALCOA INC 0.0%
Value ($000) $28 Shares 1,900 Est. Cost $7.89 Unrealized
PRASX T. ROWE PRICE NEW ASIA FUND 0.0%
Value ($000) $27 Shares 1,574 Est. Cost $15.82 Unrealized
PEPCO HOLDINGS INC. 0.0%
Value ($000) $27 Shares 1,000 Est. Cost $19.00 Unrealized
DDS DILLARDS INC-CL A 0.0%
Value ($000) $27 Shares 230 Est. Cost $77.46 Unrealized 0.0%
VWEHX VANGUARD HIGH-YIELD CORPORATE-INV SHS 0.0%
Value ($000) $27 Shares 4,368 Est. Cost $6.24 Unrealized
OPPENHEIMER MAIN STREET FUND CL A 0.0%
Value ($000) $27 Shares 532 Est. Cost $50.75 Unrealized
VOD VODAFONE GROUP PLC 0.0%
Value ($000) $26 Shares 769 Est. Cost $36.93 Unrealized
ACVIX AMERICAN CENTURY SMALL CAP VALUE FUND INV 0.0%
Value ($000) $26 Shares 2,575 Est. Cost $9.55 Unrealized
SL GREEN REALTY CORP. 0.0%
Value ($000) $24 Shares 216 Est. Cost $104.94 Unrealized
BSV VANGUARD SHORT-TERM BOND ETF 0.0%
Value ($000) $24 Shares 293 Est. Cost $78.50 Unrealized
OMC OMNICOM GROUP INC 0.0%
Value ($000) $24 Shares 335 Est. Cost $40.69 Unrealized +16.4%
SHIRE PLC ADR 0.0%
Value ($000) $24 Shares 100 Est. Cost $128.00 Unrealized
WDS WOODSIDE PETROLEUM-SP ADR 0.0%
Value ($000) $23 Shares 600 Est. Cost $31.67 Unrealized
DU PONT E I DE NEMOURS $3.5 PFD SERIES A 0.0%
Value ($000) $23 Shares 300 Est. Cost $86.67 Unrealized
WESTERN GAS PARTNERS LP 0.0%
Value ($000) $23 Shares 300 Est. Cost $63.33 Unrealized
VBK VANGUARD SMALL-CAP GROWTH ETF 0.0%
Value ($000) $23 Shares 180 Est. Cost $122.22 Unrealized
RWR SPDR DOW JONES REIT ETF 0.0%
Value ($000) $23 Shares 275 Est. Cost $76.36 Unrealized
CFR CULLEN FROST BANKERS INC 0.0%
Value ($000) $23 Shares 287 Est. Cost $54.77 Unrealized 0.0%
OGS ONE GAS INC 0.0%
Value ($000) $23 Shares 600 Est. Cost $34.23 Unrealized +6.9%
TRV THE TRAVELERS COMPANIES, INC 0.0%
Value ($000) $22 Shares 235 Est. Cost $63.44 Unrealized +11.2%
JETIX ABERDEEN SELECT INTERNATIONAL EQUITY FD II 0.0%
Value ($000) $22 Shares 1,683 Est. Cost $11.29 Unrealized
HIG HARTFORD FINANCIAL SERVICES GROUP INC 0.0%
Value ($000) $22 Shares 608 Est. Cost $22.20 Unrealized +24.1%
SHW SHERWIN - WILLIAMS COMPANY 0.0%
Value ($000) $20 Shares 95 Est. Cost $53.48 Unrealized +11.9%
HAIN HAIN CELESTIAL GROUP INC 0.0%
Value ($000) $20 Shares 227 Est. Cost $44.54 Unrealized 0.0%
VLEEY VALEO SA-SPON ADR 0.0%
Value ($000) $20 Shares 300 Est. Cost $30.00 Unrealized
BT GROUP PLC-ADR WI 0.0%
Value ($000) $20 Shares 300 Est. Cost $46.67 Unrealized
VTR VENTAS INC 0.0%
Value ($000) $20 Shares 317 Est. Cost $43.76 Unrealized +1.8%
EW EDWARDS LIFESCIENCES CORPORATION 0.0%
Value ($000) $20 Shares 230 Est. Cost $11.84 Unrealized +14.5%
TGEIX TCW EMERGING MARKETS INCOME FUND 0.0%
Value ($000) $20 Shares 2,265 Est. Cost $8.83 Unrealized
SUNTRUST BANK INC 0.0%
Value ($000) $20 Shares 500 Est. Cost $32.00 Unrealized
EATON VANCE TAX-ADVANTAGED GLOBAL DVD OPP FND 0.0%
Value ($000) $19 Shares 735 Est. Cost $21.77 Unrealized
DOMTAR CORPORATION 0.0%
Value ($000) $19 Shares 444 Est. Cost $42.79 Unrealized
DREYFUS MUNICIPAL BOND FUND 0.0%
Value ($000) $19 Shares 1,595 Est. Cost $11.29 Unrealized
WU WESTERN UNION COMPANY 0.0%
Value ($000) $19 Shares 1,100 Est. Cost $17.44 Unrealized
BASFY BASF SE-SPON ADR 0.0%
Value ($000) $19 Shares 165 Est. Cost $90.91 Unrealized
BKH BLACK HILLS CORPORATION 0.0%
Value ($000) $19 Shares 310 Est. Cost $30.15 Unrealized +27.1%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $19 Shares 160 Est. Cost $56.44 Unrealized +56.9%
CEDAR FAIR, L.P. 0.0%
Value ($000) $19 Shares 350 Est. Cost $48.57 Unrealized
ARM HOLDINGS PLC-SPONS ADR 0.0%
Value ($000) $19 Shares 410 Est. Cost $46.34 Unrealized
CNP CENTERPOINT ENERGY INC. 0.0%
Value ($000) $19 Shares 741 Est. Cost $15.40 Unrealized +4.9%
DISCOVER FINANCIAL SERVICES 0.0%
Value ($000) $19 Shares 312 Est. Cost $48.08 Unrealized
COVANCE INC. 0.0%
Value ($000) $19 Shares 221 Est. Cost $85.97 Unrealized
IXC ISHARES GLOBAL ENERGY ETF 0.0%
Value ($000) $19 Shares 400 Est. Cost $37.50 Unrealized
MGA MAGNA INTERNATIONAL INC 0.0%
Value ($000) $18 Shares 170 Est. Cost $27.60 Unrealized +33.7%
SIEGY SIEMENS AG - SPONS ADR 0.0%
Value ($000) $18 Shares 135 Est. Cost $133.88 Unrealized
SWGAY SWATCH GROUP AG 0.0%
Value ($000) $18 Shares 595 Est. Cost $30.25 Unrealized
RPM RPM INTERNATIONAL INC 0.0%
Value ($000) $18 Shares 400 Est. Cost $38.93 Unrealized +11.2%
BP PRUDHOE BAY ROYALTY TRUST 0.0%
Value ($000) $18 Shares 179 Est. Cost $94.97 Unrealized
ALLIANCE NATIONAL MUNICIPAL INCOME FUND 0.0%
Value ($000) $17 Shares 1,240 Est. Cost $13.71 Unrealized
BTI BRITISH AMERICAN TOB SP ADR 0.0%
Value ($000) $17 Shares 140 Est. Cost $105.29 Unrealized
GCMAX GOLDMAN SACHS MID CAP VALUE FUND CL A 0.0%
Value ($000) $17 Shares 354 Est. Cost $46.06 Unrealized
F FORD MOTOR COMPANY 0.0%
Value ($000) $17 Shares 988 Est. Cost $8.87 Unrealized 0.0%
TUPPERWARE BRANDS CORPORATION 0.0%
Value ($000) $17 Shares 200 Est. Cost $95.00 Unrealized
TOTAL SYSTEM SERVICES, INC. 0.0%
Value ($000) $17 Shares 541 Est. Cost $31.42 Unrealized
DREYFUS PREMIER MUNICIPAL BOND FUND CLASS A 0.0%
Value ($000) $17 Shares 1,314 Est. Cost $12.18 Unrealized
STT STATE STREET CORP 0.0%
Value ($000) $17 Shares 250 Est. Cost $44.60 Unrealized +7.4%
PAYX PAYCHEX INC COM 0.0%
Value ($000) $17 Shares 400 Est. Cost $29.42 Unrealized -2.1%
ZION ZIONS BANCORPORATION 0.0%
Value ($000) $16 Shares 543 Est. Cost $29.40 Unrealized 0.0%
PFORX PIMCO FOREIGN BOND FUND 0.0%
Value ($000) $16 Shares 1,438 Est. Cost $10.43 Unrealized
AQUA AMERICA INC. 0.0%
Value ($000) $16 Shares 625 Est. Cost $24.00 Unrealized
CHESAPEAKE ENERGY CORP 0.0%
Value ($000) $16 Shares 500 Est. Cost $20.00 Unrealized
HOLX HOLOGIC INC 0.0%
Value ($000) $16 Shares 618 Est. Cost $23.37 Unrealized 0.0%
CLECO CORPORATION NEW 0.0%
Value ($000) $16 Shares 266 Est. Cost $45.11 Unrealized
HARBOR INTERNATIONAL GROWTH FUND 0.0%
Value ($000) $16 Shares 1,149 Est. Cost $11.31 Unrealized
DTE DTE ENERGY COMPANY 0.0%
Value ($000) $16 Shares 200 Est. Cost $38.01 Unrealized +15.4%
TBGVX TWEEDY BROWNE GLOBAL VALUE FUND 0.0%
Value ($000) $16 Shares 559 Est. Cost $25.86 Unrealized
FIIAX FIDELITY ADVISOR MID CAP II FUND CLASS A 0.0%
Value ($000) $16 Shares 752 Est. Cost $19.81 Unrealized
TOTAL SA-SPON ADR 0.0%
Value ($000) $16 Shares 220 Est. Cost $50.00 Unrealized
MUB ISHARES NATIONAL AMT-FREE MUNI BOND ETF 0.0%
Value ($000) $15 Shares 140 Est. Cost $107.14 Unrealized
FSLR FIRST SOLAR INC 0.0%
Value ($000) $15 Shares 218 Est. Cost $66.19 Unrealized 0.0%
YUM YUM! BRANDS INC. 0.0%
Value ($000) $15 Shares 185 Est. Cost $38.97 Unrealized +14.6%
BAKER HUGHES, INC. 0.0%
Value ($000) $15 Shares 200 Est. Cost $45.00 Unrealized
CX CEMEX SA - SPONS ADR 0.0%
Value ($000) $15 Shares 1,124 Est. Cost $10.30 Unrealized
LINN ENERGY LLC 0.0%
Value ($000) $15 Shares 450 Est. Cost $31.77 Unrealized
IT GARTNER, INC. 0.0%
Value ($000) $15 Shares 208 Est. Cost $56.76 Unrealized +22.8%
HEALTH CARE REIT INC 0.0%
Value ($000) $14 Shares 225 Est. Cost $53.33 Unrealized
AUXILIUM PHARMACEUTICALS INC 0.0%
Value ($000) $14 Shares 678 Est. Cost $20.65 Unrealized
DIEBOLD INC 0.0%
Value ($000) $14 Shares 337 Est. Cost $32.64 Unrealized
DVN DEVON ENERGY CORPORATION 0.0%
Value ($000) $14 Shares 180 Est. Cost $37.00 Unrealized +32.5%
PNW PINNACLE WEST CAPITAL CORPORATION 0.0%
Value ($000) $14 Shares 250 Est. Cost $34.02 Unrealized +3.2%
BA BOEING COMPANY 0.0%
Value ($000) $14 Shares 109 Est. Cost $80.37 Unrealized +40.1%
BAYERISCHE MOTOREN WERKE (BMW) AG ADR 0.0%
Value ($000) $14 Shares 330 Est. Cost $30.30 Unrealized
TROW T ROWE PRICE GROUP INC 0.0%
Value ($000) $14 Shares 165 Est. Cost $47.69 Unrealized +11.5%
WWW WOLVERINE WORLD WIDE INC 0.0%
Value ($000) $14 Shares 544 Est. Cost $21.78 Unrealized 0.0%
PTLAX PIMCO LOW DURATION FUND CL A 0.0%
Value ($000) $14 Shares 1,327 Est. Cost $10.55 Unrealized
IX ORIX CORPORATION - SPON ADR 0.0%
Value ($000) $13 Shares 160 Est. Cost $70.00 Unrealized
NATIONAL GRID PLC 0.0%
Value ($000) $13 Shares 170 Est. Cost $61.59 Unrealized
COVIDIEN PLC 0.0%
Value ($000) $13 Shares 141 Est. Cost $62.68 Unrealized
DUNKIN' BRANDS GROUP INC 0.0%
Value ($000) $13 Shares 286 Est. Cost $45.45 Unrealized
WM WASTE MANAGEMENT INC (NEW) 0.0%
Value ($000) $13 Shares 280 Est. Cost $33.88 Unrealized +1.3%
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $13 Shares 158 Est. Cost $36.21 Unrealized +49.3%
VEMAX VANGUARD EMERGING MARKETS STOCK INDEX-ADMIRAL 0.0%
Value ($000) $13 Shares 357 Est. Cost $33.61 Unrealized
BBVA BANCO BILBAO VIZCAYA ARGENTARIA SA-ADR 0.0%
Value ($000) $13 Shares 1,000 Est. Cost $12.00 Unrealized
SDOG ALPS SECTOR DIVIDEND DOGS ETF 0.0%
Value ($000) $13 Shares 340 Est. Cost $29.41 Unrealized
BWA BORGWARNER INC 0.0%
Value ($000) $12 Shares 182 Est. Cost $34.18 Unrealized +36.0%
BLACKROCK MUNICIPAL TARGET TERM TRUST 0.0%
Value ($000) $12 Shares 570 Est. Cost $17.54 Unrealized
BP BP PLC SPONS ADR 0.0%
Value ($000) $12 Shares 242 Est. Cost $42.07 Unrealized
COF CAPITAL ONE FINANCIAL CORP. 0.0%
Value ($000) $12 Shares 140 Est. Cost $63.06 Unrealized 0.0%
AMG AFFILIATED MANAGERS GROUP INC 0.0%
Value ($000) $12 Shares 60 Est. Cost $153.14 Unrealized +22.2%
NVO NOVO-NORDISK A/S - SPONS ADR 0.0%
Value ($000) $12 Shares 250 Est. Cost $67.20 Unrealized
NI NISOURCE INC. 0.0%
Value ($000) $12 Shares 300 Est. Cost $8.50 Unrealized +18.4%
MFS INTERMARKET INCOME TRUST I 0.0%
Value ($000) $12 Shares 1,407 Est. Cost $7.82 Unrealized
SCCO SOUTHERN COPPER CORPORATION 0.0%
Value ($000) $12 Shares 400 Est. Cost $20.45 Unrealized -5.9%
SBUX STARBUCKS CORP 0.0%
Value ($000) $12 Shares 155 Est. Cost $24.37 Unrealized +18.5%
SJM J. M. SMUCKER CO. 0.0%
Value ($000) $12 Shares 116 Est. Cost $70.84 Unrealized +0.8%
EMGAX WELLS FARGO ADVANTAGE EMERGING MARKETS EQUITY 0.0%
Value ($000) $11 Shares 513 Est. Cost $19.49 Unrealized
ZBH ZIMMER HOLDINGS INC 0.0%
Value ($000) $11 Shares 105 Est. Cost $67.30 Unrealized +31.7%
DFE WISDOMTREE EUROPE SMALL CAP DIVIDEND FUND 0.0%
Value ($000) $11 Shares 180 Est. Cost $55.56 Unrealized
WESTAR ENERGY INC. 0.0%
Value ($000) $11 Shares 300 Est. Cost $33.33 Unrealized
SMCFX AMERICAN SMALLCAP WORLD FUND F2 0.0%
Value ($000) $11 Shares 221 Est. Cost $42.98 Unrealized
TTNDY TECHTRONIC INDUSTRIES-SP ADR 0.0%
Value ($000) $11 Shares 700 Est. Cost $14.29 Unrealized
DBSDY DBS GROUP HOLDINGS-SPON ADR 0.0%
Value ($000) $11 Shares 200 Est. Cost $50.00 Unrealized
DWS RREEF GLOBAL INFRASTRUCTURE FUND 0.0%
Value ($000) $11 Shares 731 Est. Cost $12.40 Unrealized
ALLERGAN INC 0.0%
Value ($000) $11 Shares 65 Est. Cost $85.00 Unrealized
PHG KONINKLIJKE PHILIPS N.V. 0.0%
Value ($000) $11 Shares 349 Est. Cost $31.52 Unrealized
VIPSX VANGUARD INFLATION PROTECTED SECURITIES FUND 0.0%
Value ($000) $11 Shares 798 Est. Cost $13.78 Unrealized
DKS DICK'S SPORTING GOODS INC 0.0%
Value ($000) $11 Shares 242 Est. Cost $36.74 Unrealized -0.8%
BDMIX BLACKROCK GLOBAL LONG/SHORT EQUITY 0.0%
Value ($000) $11 Shares 922 Est. Cost $11.93 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORPORATION 0.0%
Value ($000) $11 Shares 220 Est. Cost $36.88 Unrealized +17.2%
SVNDY SEVEN & I HOLDINGS CO LTD-UNSPN ADR 0.0%
Value ($000) $11 Shares 125 Est. Cost $72.00 Unrealized
IGNIX IVY GLOBAL NATURAL RESOURCES FUND 0.0%
Value ($000) $11 Shares 531 Est. Cost $16.95 Unrealized
BEN FRANKLIN RESOURCES INC. 0.0%
Value ($000) $11 Shares 198 Est. Cost $29.22 Unrealized +12.1%
IDU ISHARES U.S. UTILITIES ETF 0.0%
Value ($000) $11 Shares 100 Est. Cost $100.00 Unrealized
OPPENHEIMER DEVELOPING MARKETS FUND 0.0%
Value ($000) $10 Shares 261 Est. Cost $34.75 Unrealized
EZU ISHARES MSCI EMU ETF 0.0%
Value ($000) $10 Shares 229 Est. Cost $30.57 Unrealized
NUE NUCOR CORPORATION 0.0%
Value ($000) $10 Shares 200 Est. Cost $38.31 Unrealized +0.9%
JACOBS ENGINEERING GROUP INC 0.0%
Value ($000) $10 Shares 197 Est. Cost $55.84 Unrealized
WAT WATERS CORPORATION 0.0%
Value ($000) $10 Shares 95 Est. Cost $95.76 Unrealized +9.8%
SU SUNCOR ENERGY INC 0.0%
Value ($000) $10 Shares 225 Est. Cost $22.47 Unrealized +15.7%
PCG P G & E CORPORATION 0.0%
Value ($000) $10 Shares 200 Est. Cost $36.91 Unrealized +7.9%
SCHW CHARLES SCHWAB CORP NEW 0.0%
Value ($000) $10 Shares 373 Est. Cost $17.65 Unrealized +29.5%
HTHIY HITACHI LTD - SPONS ADR 0.0%
Value ($000) $10 Shares 135 Est. Cost $68.04 Unrealized
EWX SPDR S&P EMERGING MARKETS SMALLCAP ETF 0.0%
Value ($000) $10 Shares 200 Est. Cost $50.00 Unrealized
VWILX VANGUARD INTERNATIONAL GROWTH ADMIRAL SHS 0.0%
Value ($000) $10 Shares 134 Est. Cost $63.43 Unrealized
LEG LEGGETT & PLATT INC 0.0%
Value ($000) $10 Shares 300 Est. Cost $29.79 Unrealized +11.8%
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $10 Shares 148 Est. Cost $32.61 Unrealized +52.2%
AEGON N.V. AMERICAN REG SHR 0.0%
Value ($000) $10 Shares 1,100 Est. Cost $9.59 Unrealized
PRIDX T ROWE PRICE INTERNATIONAL DISCOVERY 0.0%
Value ($000) $10 Shares 176 Est. Cost $52.43 Unrealized
PRU PRUDENTIAL FINANCIAL, INC. 0.0%
Value ($000) $10 Shares 108 Est. Cost $38.68 Unrealized +32.8%
CPB CAMPBELL SOUP COMPANY 0.0%
Value ($000) $9 Shares 200 Est. Cost $28.53 Unrealized +10.6%
PFG PRINCIPAL FINANCIAL GROUP 0.0%
Value ($000) $9 Shares 184 Est. Cost $23.49 Unrealized +31.8%
C CITIGROUP INC 0.0%
Value ($000) $9 Shares 200 Est. Cost $35.76 Unrealized -1.0%
VECTREN CORPORATION 0.0%
Value ($000) $9 Shares 220 Est. Cost $34.16 Unrealized
ROCKWELL COLLINS, INC. 0.0%
Value ($000) $9 Shares 112 Est. Cost $80.36 Unrealized
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $9 Shares 51 Est. Cost $120.06 Unrealized +7.2%
ROYAL DUTCH SHELL PLC 0.0%
Value ($000) $9 Shares 107 Est. Cost $84.11 Unrealized
CANADIAN PACIFIC RAILWAY LTD 0.0%
Value ($000) $9 Shares 50 Est. Cost $120.00 Unrealized
RAYTHEON COMPANY 0.0%
Value ($000) $9 Shares 98 Est. Cost $68.56 Unrealized
LUKOIL-SPON ADR 0.0%
Value ($000) $9 Shares 150 Est. Cost $60.00 Unrealized
NOBLE ENERGY 0.0%
Value ($000) $9 Shares 116 Est. Cost $60.34 Unrealized
WDC WESTERN DIGITAL CORPORATION 0.0%
Value ($000) $9 Shares 100 Est. Cost $39.06 Unrealized +41.9%
TJX TJX COMPANIES INC 0.0%
Value ($000) $9 Shares 160 Est. Cost $20.82 Unrealized +16.9%
NSANY NISSAN MOTOR CO LTD - SPONSORED ADR 0.0%
Value ($000) $8 Shares 400 Est. Cost $20.00 Unrealized
SMFG SUMITOMO MITSUI FINANCIAL GROUP INC ADR 0.0%
Value ($000) $8 Shares 900 Est. Cost $8.89 Unrealized
NATIONAL OILWELL VARCO INC 0.0%
Value ($000) $8 Shares 93 Est. Cost $67.89 Unrealized
AVAGO TECHNOLOGIES LTD 0.0%
Value ($000) $8 Shares 106 Est. Cost $37.43 Unrealized
CAMERON INTERNATIONAL CORPORATION 0.0%
Value ($000) $8 Shares 114 Est. Cost $61.40 Unrealized
USAGX USAA PRECIOUS METALS AND MINERALS FUND 0.0%
Value ($000) $8 Shares 489 Est. Cost $14.24 Unrealized
TEMPLETON FOREIGN SMALLER COMPANIES FUND CL A 0.0%
Value ($000) $8 Shares 443 Est. Cost $16.05 Unrealized
ORANY ORANGE-SPON ADR 0.0%
Value ($000) $8 Shares 475 Est. Cost $14.96 Unrealized
NGRRX NUVEEN TRADEWINDS INTERNATIONAL VALUE FD 0.0%
Value ($000) $7 Shares 248 Est. Cost $24.19 Unrealized
TIME WARNER INC 0.0%
Value ($000) $7 Shares 100 Est. Cost $60.00 Unrealized
FOOT LOCKER, INC. 0.0%
Value ($000) $7 Shares 134 Est. Cost $36.09 Unrealized
FKINX FRANKLIN INCOME FUND CL A 0.0%
Value ($000) $7 Shares 2,680 Est. Cost $2.61 Unrealized
WHOLE FOODS MARKET INC 0.0%
Value ($000) $7 Shares 180 Est. Cost $50.00 Unrealized
TAMALE BLANCA, INC 0.0%
Value ($000) $7 Shares 500 Est. Cost $14.00 Unrealized
AMZN AMAZON.COM INC. 0.0%
Value ($000) $7 Shares 23 Est. Cost $13.32 Unrealized +18.8%
ALLIANZ SE ADR 0.0%
Value ($000) $7 Shares 425 Est. Cost $13.91 Unrealized
ATLCY ATLAS COPCO AB SPON ADR B 0.0%
Value ($000) $7 Shares 275 Est. Cost $21.82 Unrealized
AAP ADVANCE AUTO PARTS INC 0.0%
Value ($000) $7 Shares 50 Est. Cost $105.89 Unrealized +2.2%
CBRE CLARION GLOBAL REAL ESTATE INCOME FUND 0.0%
Value ($000) $7 Shares 812 Est. Cost $8.73 Unrealized
LORILLARD INC 0.0%
Value ($000) $7 Shares 108 Est. Cost $46.30 Unrealized
LZAGY LONZA GROUP AG UNSPON ADR 0.0%
Value ($000) $7 Shares 600 Est. Cost $8.33 Unrealized
GLIFX LAZARD GLOBAL LISTED INFRASTRUCTURE PORTFOLIO 0.0%
Value ($000) $7 Shares 467 Est. Cost $14.99 Unrealized
KOF COCA-COLA FEMSA, S.A.B. DE C.V. 0.0%
Value ($000) $7 Shares 65 Est. Cost $140.00 Unrealized
IVA WORLDWIDE FUND 0.0%
Value ($000) $7 Shares 348 Est. Cost $20.11 Unrealized
DISCOVERY COMMUNICATIONS INC 0.0%
Value ($000) $7 Shares 100 Est. Cost $80.00 Unrealized
DIRECTV 0.0%
Value ($000) $7 Shares 82 Est. Cost $60.98 Unrealized
HSY THE HERSHEY COMPANY 0.0%
Value ($000) $7 Shares 72 Est. Cost $65.69 Unrealized +13.2%
PBT PERMIAN BASIN ROYALTY TRUST 0.0%
Value ($000) $7 Shares 462 Est. Cost $13.65 Unrealized
HSBC HSBC HOLDINGS PLC-SPONS ADR 0.0%
Value ($000) $7 Shares 135 Est. Cost $51.85 Unrealized
VALE SA-SP PREF ADR 0.0%
Value ($000) $7 Shares 600 Est. Cost $15.00 Unrealized
LAFARGE S.A. - SPONSORED ADR 0.0%
Value ($000) $6 Shares 275 Est. Cost $14.55 Unrealized
HMC HONDA MOTOR CO LTD-SPONS ADR 0.0%
Value ($000) $6 Shares 175 Est. Cost $40.00 Unrealized
BLACKROCK FLOATING RATE INCOME STRATEGIES FD 0.0%
Value ($000) $6 Shares 397 Est. Cost $15.11 Unrealized
BLACKROCK CREDIT ALLOCATION INCOME TRUST 0.0%
Value ($000) $6 Shares 400 Est. Cost $15.00 Unrealized
BHKLY BOC HONG KONG HLDS-SPONS ADR 0.0%
Value ($000) $6 Shares 100 Est. Cost $60.00 Unrealized
PETSMART INC 0.0%
Value ($000) $6 Shares 94 Est. Cost $63.83 Unrealized
BROOKFIELD ASSET MANAGEMENT INC-CL A 0.0%
Value ($000) $6 Shares 130 Est. Cost $38.46 Unrealized
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $6 Shares 280 Est. Cost $11.47 Unrealized +24.5%
NUSTAR ENERGY LP 0.0%
Value ($000) $6 Shares 100 Est. Cost $45.93 Unrealized
EATON VANCE TAX-MANAGED BUY-WRITE INCOME FUND 0.0%
Value ($000) $6 Shares 350 Est. Cost $14.29 Unrealized
EATON VANCE SHORT DURATION DIVERSIFIED INC FD 0.0%
Value ($000) $6 Shares 339 Est. Cost $17.70 Unrealized
NMR NOMURA HOLDINGS INC ADR 0.0%
Value ($000) $5 Shares 750 Est. Cost $6.67 Unrealized
DB DEUTSCHE BANK AG 0.0%
Value ($000) $5 Shares 150 Est. Cost $30.70 Unrealized -3.8%
SWDBY SWEDBANK AB-ADR 0.0%
Value ($000) $5 Shares 200 Est. Cost $25.00 Unrealized
CPA COPA HOLDINGS SA 0.0%
Value ($000) $5 Shares 35 Est. Cost $87.82 Unrealized +11.8%
RIO RIO TINTO PLC - SPON ADR 0.0%
Value ($000) $5 Shares 90 Est. Cost $55.56 Unrealized
GRAN TIERRA ENERGY INC 0.0%
Value ($000) $5 Shares 650 Est. Cost $7.93 Unrealized
HST HOST MARRIOTT CORP. 0.0%
Value ($000) $5 Shares 244 Est. Cost $10.74 Unrealized +25.3%
CENTURYLINK, INC. 0.0%
Value ($000) $5 Shares 142 Est. Cost $35.21 Unrealized
CELGENE CORPORATION 0.0%
Value ($000) $5 Shares 64 Est. Cost $109.38 Unrealized
CRM SALESFORCE.COM INC. 0.0%
Value ($000) $5 Shares 92 Est. Cost $40.78 Unrealized +30.9%
CST BRANDS INC 0.0%
Value ($000) $5 Shares 132 Est. Cost $31.80 Unrealized
SEARS HOLDING CORPORATION 0.0%
Value ($000) $5 Shares 125 Est. Cost $40.00 Unrealized
BCS BARCLAYS PLC-SPONS ADR 0.0%
Value ($000) $5 Shares 375 Est. Cost $17.07 Unrealized
BK BANK OF NEW YORK MELLON CORP 0.0%
Value ($000) $5 Shares 141 Est. Cost $22.50 Unrealized +15.9%
UNILEVER N V-NY SHARES (NEW) 0.0%
Value ($000) $5 Shares 120 Est. Cost $41.67 Unrealized
BNPQY BNP PARIBAS-ADR 0.0%
Value ($000) $5 Shares 140 Est. Cost $28.57 Unrealized
SKHSY SEKISUI HOUSE - SPONS ADR 0.0%
Value ($000) $5 Shares 350 Est. Cost $14.29 Unrealized
AXAHY AXA - SPONS ADR 0.0%
Value ($000) $5 Shares 200 Est. Cost $25.00 Unrealized
VARIAN MEDICAL SYSTEMS, INC. 0.0%
Value ($000) $5 Shares 66 Est. Cost $75.76 Unrealized
KRC KILROY REALTY CORP 0.0%
Value ($000) $5 Shares 82 Est. Cost $60.98 Unrealized
IVAEX IVY ASSET STRATEGY FUND- I 0.0%
Value ($000) $5 Shares 157 Est. Cost $31.85 Unrealized
ISNPY INTESA SANPAOLO-SPON ADR 0.0%
Value ($000) $5 Shares 250 Est. Cost $20.00 Unrealized
TIME WARNER CABLE INC 0.0%
Value ($000) $4 Shares 25 Est. Cost $120.00 Unrealized
TTYP TRINITY PETROLEUM TRUST 0.0%
Value ($000) $4 Shares 25 Est. Cost $120.00 Unrealized
JBAXY JULIUS BAER GROUP LTD-UN ADR 0.0%
Value ($000) $4 Shares 450 Est. Cost $8.89 Unrealized
ETR ENTERGY CORPORATION NEW 0.0%
Value ($000) $4 Shares 52 Est. Cost $20.57 Unrealized +13.9%
META FACEBOOK INC 0.0%
Value ($000) $4 Shares 59 Est. Cost $61.09 Unrealized 0.0%
MDISX FRANKLIN MUTUAL GLOBAL DISCOVERY CLASS A 0.0%
Value ($000) $4 Shares 113 Est. Cost $39.24 Unrealized
SAP SAP SE 0.0%
Value ($000) $4 Shares 50 Est. Cost $74.29 Unrealized
AES AES CORPORATION 0.0%
Value ($000) $4 Shares 228 Est. Cost $8.29 Unrealized +14.5%
HATTERAS LONG/SHORT DEBT FUND 0.0%
Value ($000) $4 Shares 372 Est. Cost $10.75 Unrealized
HOME RETAIL GROUP-SPON ADR 0.0%
Value ($000) $4 Shares 350 Est. Cost $11.43 Unrealized
PUTNAM MASTER INTERMEDIATE INCOME TRUST I 0.0%
Value ($000) $4 Shares 736 Est. Cost $5.43 Unrealized
VGSIX VANGUARD REIT INDEX INSTITUTIONAL SHARES 0.0%
Value ($000) $4 Shares 180 Est. Cost $22.22 Unrealized
ALLIANZGI GLOBAL WATER FUND 0.0%
Value ($000) $4 Shares 302 Est. Cost $13.25 Unrealized
BLACKHAWK NETWORK HOLDINGS INC 0.0%
Value ($000) $4 Shares 137 Est. Cost $29.20 Unrealized
BROOKFIELD TOTAL RETURN FUND, INC. 0.0%
Value ($000) $3 Shares 112 Est. Cost $26.79 Unrealized
CAREFUSION CORPORATION 0.0%
Value ($000) $3 Shares 74 Est. Cost $40.54 Unrealized
AMAT APPLIED MATERIALS INC 0.0%
Value ($000) $2 Shares 100 Est. Cost $12.22 Unrealized +43.9%
EL ESTEE LAUDER COMPANIES INC CL A 0.0%
Value ($000) $2 Shares 32 Est. Cost $63.41 Unrealized 0.0%
DUKE REALTY CORPORATION 0.0%
Value ($000) $2 Shares 100 Est. Cost $20.00 Unrealized
NRG NRG ENERGY INC 0.0%
Value ($000) $2 Shares 56 Est. Cost $21.58 Unrealized +23.5%
SWKS SKYWORKS SOLUTIONS INC 0.0%
Value ($000) $2 Shares 39 Est. Cost $33.70 Unrealized 0.0%
MALLINCKRODT PLC 0.0%
Value ($000) $1 Shares 17 Est. Cost $58.82 Unrealized
TORTOISE ENERGY INFRASTR 4.375 PFD 0.0%
Value ($000) $1 Shares 120 Est. Cost $8.33 Unrealized
KINDER MORGAN INC 02/15/2017 WARRANTS 0.0%
Value ($000) $1 Shares 241 Est. Cost $3.76 Unrealized
DNOW NOW INC 0.0%
Value ($000) $1 Shares 23 Est. Cost $33.70 Unrealized 0.0%
LE LANDS END INC 0.0%
Value ($000) $1 Shares 37 Est. Cost $28.56 Unrealized 0.0%
SAN MARCOS 197 ACRE ASSOCIATES, LLC 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
DME INTERACTIVE HOLDINGS INC 0.0%
Value ($000) $0 Shares 10 Est. Cost Unrealized
49.5% MEMBERSHIP INT RKJ SILVERADO RANCH LLC 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
CARD ACTIVATION TECHNOLOGIES, INC. 0.0%
Value ($000) $0 Shares 10,000 Est. Cost Unrealized
ROYAL BAKING CO. 0.0%
Value ($000) $0 Shares 390 Est. Cost Unrealized
TRANSFORM LOGIC CORPORATION 0.0%
Value ($000) $0 Shares 333 Est. Cost Unrealized
INNOVEX INC 0.0%
Value ($000) $0 Shares 510 Est. Cost Unrealized
UND 1/85,300 INTEREST IN 1 MEMBERSHIP SHARE 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
ONE SCHREINER CENTER MANAGEMENT INC 0.0%
Value ($000) $0 Shares 10,000 Est. Cost Unrealized
MEDCOM USA INC 0.0%
Value ($000) $0 Shares 10,000 Est. Cost Unrealized
NET LEASE PRIVATE REIT V-A, INC 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
VYX NCR CORPORATION 0.0%
Value ($000) $0 Shares 12 Est. Cost $18.55 Unrealized +8.9%
ELGT ELECTRIC & GAS TECHNOLOGY INC 0.0%
Value ($000) $0 Shares 1,125 Est. Cost Unrealized
MERITOR INC 0.0%
Value ($000) $0 Shares 27 Est. Cost Unrealized
NET LEASE PRIVATE REIT VII-A INC. 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
TIME INC 0.0%
Value ($000) $0 Shares 12 Est. Cost Unrealized
FAIRPOINT COMMUNICATIONS INC 0.0%
Value ($000) $0 Shares 5 Est. Cost Unrealized
TDC TERADATA CORPORATION 0.0%
Value ($000) $0 Shares 12 Est. Cost $53.87 Unrealized -19.0%