MOTCO Diversified Active

CIK: 0001306333 · Show all filings

Period: Q3 2014 (← Previous) (Next →)

Filing Date: Nov 6, 2014

Total Value ($000): $947,378 (100.0% shares, 0.0% debt)

Holdings (621)

BROADWAY BANCSHARES INC TEX COM 4.6%
Value ($000) $43,810 Shares 230,202 Est. Cost $193.28 Unrealized
BROADWAY BANCSHARES INC TEX COM 4.0%
Value ($000) $38,091 Shares 200,150 Est. Cost $193.28 Unrealized
TFEQX TEMPLETON FOREIGN EQUITY SERIES PRIMARY SHS 3.2%
Value ($000) $30,762 Shares 1,391,312 Est. Cost $19.95 Unrealized
VASVX VANGUARD SELECTED VALUE FUND 2.4%
Value ($000) $22,280 Shares 764,588 Est. Cost $25.09 Unrealized
OPPENHEIMER INTERNATIONAL GROWTH FUND 2.0%
Value ($000) $18,738 Shares 522,388 Est. Cost $37.15 Unrealized
AEPFX AMERICAN EUROPACIFIC GROWTH FUND F2 1.9%
Value ($000) $17,676 Shares 363,611 Est. Cost $42.10 Unrealized
MINIX MFS INTERNATIONAL VALUE 1.8%
Value ($000) $16,582 Shares 465,655 Est. Cost $35.91 Unrealized
ABSOLUTE STRATEGIES FUND CL I 1.7%
Value ($000) $16,083 Shares 1,429,650 Est. Cost $11.30 Unrealized
EIIMX EATON VANCE DIVERSIFIED CURRENCY INCOME FD 1.6%
Value ($000) $15,511 Shares 1,529,682 Est. Cost $10.45 Unrealized
WRAIX WILMINGTON MULTI-MANAGER ALTERNATIVES FUND-I 1.6%
Value ($000) $15,500 Shares 1,439,174 Est. Cost $10.78 Unrealized
VTIP VANGUARD S/T INFLATION-PROTECTED SEC INDEX FD 1.6%
Value ($000) $15,194 Shares 307,752 Est. Cost $49.14 Unrealized
BFWFX AMERICAN CAPITAL WORLD BOND FUND F2 1.5%
Value ($000) $14,673 Shares 716,434 Est. Cost $19.87 Unrealized
ABEMX ABERDEEN EMERGING MARKETS INST 1.5%
Value ($000) $14,369 Shares 971,497 Est. Cost $14.46 Unrealized
TGVIX THORNBURG INTERNATIONAL VALUE FUND CL I 1.5%
Value ($000) $13,971 Shares 459,107 Est. Cost $28.34 Unrealized
LZEMX LAZARD EMERGING MARKETS 1.4%
Value ($000) $13,608 Shares 715,106 Est. Cost $18.16 Unrealized
XOM EXXON MOBIL CORPORATION 1.4%
Value ($000) $13,343 Shares 141,870 Est. Cost $54.38 Unrealized +13.1%
GLD SPDR GOLD TRUST 1.4%
Value ($000) $13,059 Shares 112,372 Est. Cost $119.04 Unrealized
VWEAX VANGUARD HIGH YIELD CORPORATE FUND 1.3%
Value ($000) $12,361 Shares 2,063,495 Est. Cost $5.97 Unrealized
AAPL APPLE INC. 1.2%
Value ($000) $11,720 Shares 116,328 Est. Cost $17.99 Unrealized +20.2%
ARTMX ARTISAN MID CAP FUND INVESTORS CLASS 1.2%
Value ($000) $11,175 Shares 234,430 Est. Cost $45.67 Unrealized
LSSCX LOOMIS SAYLES SMALL CAP VALUE FUND 1.2%
Value ($000) $11,064 Shares 303,982 Est. Cost $34.70 Unrealized
T AT&T INC. 1.2%
Value ($000) $10,903 Shares 309,376 Est. Cost $11.42 Unrealized +4.3%
IVFIX FEDERATED INTL STRATEGIC VALUE DIVIDEND 1.1%
Value ($000) $10,006 Shares 2,359,804 Est. Cost $3.95 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TRUST 1.0%
Value ($000) $9,790 Shares 39,265 Est. Cost $210.09 Unrealized
NEUBERGER BERMAN ABSOLUTE RETURN MULTI MNGR 1.0%
Value ($000) $9,285 Shares 838,740 Est. Cost $11.13 Unrealized
CVX CHEVRON CORPORATION 1.0%
Value ($000) $9,237 Shares 77,412 Est. Cost $71.63 Unrealized +9.6%
NVS NOVARTIS AG-ADR 1.0%
Value ($000) $9,229 Shares 98,051 Est. Cost $71.63 Unrealized
JNJ JOHNSON & JOHNSON 1.0%
Value ($000) $9,214 Shares 86,435 Est. Cost $59.70 Unrealized +26.6%
FIHBX FEDERATED INSTITUTIONAL HIGH YIELD BOND CL F 1.0%
Value ($000) $9,055 Shares 900,099 Est. Cost $10.02 Unrealized
UNITED TECHNOLOGIES INC 0.9%
Value ($000) $8,850 Shares 83,808 Est. Cost $94.64 Unrealized
BLACKROCK INC 0.9%
Value ($000) $8,769 Shares 26,710 Est. Cost $268.84 Unrealized
JPMORGAN ALERIAN MLP INDEX ETN 0.9%
Value ($000) $8,341 Shares 157,136 Est. Cost $46.85 Unrealized
CAT CATERPILLAR INC. 0.9%
Value ($000) $8,238 Shares 83,189 Est. Cost $63.49 Unrealized +24.9%
EMR EMERSON ELECTRIC COMPANY 0.9%
Value ($000) $8,110 Shares 129,599 Est. Cost $40.69 Unrealized +17.4%
PG PROCTER & GAMBLE CO. 0.8%
Value ($000) $8,027 Shares 95,853 Est. Cost $55.38 Unrealized +7.9%
IBM IBM 0.8%
Value ($000) $7,911 Shares 41,673 Est. Cost $117.53 Unrealized -2.7%
TAREX THIRD AVENUE REAL ESTATE VALUE FUND 0.8%
Value ($000) $7,763 Shares 249,548 Est. Cost $27.32 Unrealized
MO ALTRIA GROUP INC. 0.8%
Value ($000) $7,239 Shares 157,589 Est. Cost $16.40 Unrealized +26.1%
KMI KINDER MORGAN INC 0.8%
Value ($000) $7,168 Shares 186,971 Est. Cost $20.30 Unrealized +5.5%
NSRGY NESTLE SA-SPONS ADR 0.7%
Value ($000) $6,929 Shares 94,246 Est. Cost $66.55 Unrealized
MCD MCDONALDS CORP. 0.7%
Value ($000) $6,867 Shares 72,431 Est. Cost $71.78 Unrealized -0.8%
VFC VF CORPORATION 0.7%
Value ($000) $6,584 Shares 99,707 Est. Cost $49.20 Unrealized +21.6%
CSCO CISCO SYSTEMS INC 0.7%
Value ($000) $6,372 Shares 253,152 Est. Cost $16.63 Unrealized +6.4%
LSGBX LOOMIS SAYLES GLOBAL BOND FUND 0.7%
Value ($000) $6,324 Shares 392,105 Est. Cost $16.31 Unrealized
NKE NIKE INC - CLASS B 0.7%
Value ($000) $6,283 Shares 70,435 Est. Cost $26.61 Unrealized +29.2%
DIS WALT DISNEY COMPANY 0.7%
Value ($000) $6,270 Shares 70,426 Est. Cost $56.21 Unrealized +41.1%
GIS GENERAL MILLS INC 0.7%
Value ($000) $6,203 Shares 122,965 Est. Cost $32.25 Unrealized +10.0%
MEDIX MFS EMERGING MARKETS DEBT FUND I 0.6%
Value ($000) $6,129 Shares 409,387 Est. Cost $14.73 Unrealized
BRK/B BERKSHIRE HATHAWAY INC-CL B 0.6%
Value ($000) $5,841 Shares 42,278 Est. Cost $110.14 Unrealized +20.9%
APH AMPHENOL CORP - CLASS A 0.6%
Value ($000) $5,840 Shares 58,479 Est. Cost $8.51 Unrealized +32.2%
PPG PPG INDUSTRIES INC 0.6%
Value ($000) $5,811 Shares 29,537 Est. Cost $59.61 Unrealized +39.9%
PFORX PIMCO FOREIGN BOND FUND 0.6%
Value ($000) $5,674 Shares 510,783 Est. Cost $11.11 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.6%
Value ($000) $5,640 Shares 46,342 Est. Cost $80.00 Unrealized +46.7%
PCLIX PIMCO COMMODITIES PLUS STRATEGY INST 0.6%
Value ($000) $5,554 Shares 549,840 Est. Cost $10.23 Unrealized
PM PHILIP MORRIS INTERNATIONAL INC 0.6%
Value ($000) $5,500 Shares 65,948 Est. Cost $49.52 Unrealized -3.3%
XBI SPDR S&P BIOTECH ETF 0.6%
Value ($000) $5,421 Shares 34,753 Est. Cost $104.73 Unrealized
PPL PPL CORP COM 0.6%
Value ($000) $5,371 Shares 163,573 Est. Cost $16.57 Unrealized +13.4%
JPM JPMORGAN CHASE & CO 0.6%
Value ($000) $5,293 Shares 87,864 Est. Cost $36.34 Unrealized +18.7%
EMC CORP/MASS 0.6%
Value ($000) $5,225 Shares 178,555 Est. Cost $23.86 Unrealized
VMLUX VANGUARD LIMITED TERM TAX EXEMPT ADMIRAL SHS 0.5%
Value ($000) $5,154 Shares 465,588 Est. Cost $11.02 Unrealized
PWR QUANTA SERVICES, INC. 0.5%
Value ($000) $5,127 Shares 141,271 Est. Cost $27.25 Unrealized +28.0%
INTC INTEL CORPORATION 0.5%
Value ($000) $5,092 Shares 146,216 Est. Cost $18.51 Unrealized +39.1%
HCC INSURANCE HOLDINGS INC 0.5%
Value ($000) $5,043 Shares 104,436 Est. Cost $43.18 Unrealized
MSFT MICROSOFT CORPORATION 0.5%
Value ($000) $5,042 Shares 108,758 Est. Cost $28.18 Unrealized +33.6%
ORCL ORACLE CORPORATION 0.5%
Value ($000) $5,030 Shares 131,398 Est. Cost $27.57 Unrealized +24.1%
CSX CSX CORP. 0.5%
Value ($000) $4,916 Shares 153,350 Est. Cost $6.68 Unrealized +29.0%
MET METLIFE INC 0.5%
Value ($000) $4,910 Shares 91,410 Est. Cost $24.62 Unrealized +35.2%
MONSANTO CO. 0.5%
Value ($000) $4,905 Shares 43,598 Est. Cost $100.66 Unrealized
GOOGLE INC-CL A 0.5%
Value ($000) $4,769 Shares 8,105 Est. Cost $788.08 Unrealized
EXPRESS SCRIPTS HOLDING COMPANY 0.5%
Value ($000) $4,686 Shares 66,348 Est. Cost $61.95 Unrealized
SLB SCHLUMBERGER LIMITED 0.5%
Value ($000) $4,685 Shares 46,072 Est. Cost $53.20 Unrealized +49.4%
PNC PNC FINANCIAL SERVICES GROUP, INC. 0.5%
Value ($000) $4,680 Shares 54,695 Est. Cost $47.51 Unrealized +25.9%
CVS CVS HEALTH CORPORATION 0.5%
Value ($000) $4,528 Shares 56,893 Est. Cost $41.53 Unrealized +38.4%
CHUBB CORPORATION 0.5%
Value ($000) $4,505 Shares 49,458 Est. Cost $95.52 Unrealized
ACN ACCENTURE PLC 0.5%
Value ($000) $4,499 Shares 55,327 Est. Cost $63.67 Unrealized +3.8%
QCOM QUALCOMM INC 0.5%
Value ($000) $4,475 Shares 59,848 Est. Cost $46.21 Unrealized +19.9%
VZ VERIZON COMMUNICATIONS 0.5%
Value ($000) $4,472 Shares 89,457 Est. Cost $27.08 Unrealized +2.6%
CERNER CORPORATION 0.5%
Value ($000) $4,398 Shares 73,826 Est. Cost $59.57 Unrealized
OXY OCCIDENTAL PETROLEUM CORP. 0.4%
Value ($000) $4,120 Shares 42,852 Est. Cost $58.25 Unrealized +16.8%
ADP AUTOMATIC DATA PROCESSING 0.4%
Value ($000) $4,038 Shares 48,604 Est. Cost $46.07 Unrealized +22.1%
RHHBY ROCHE HOLDINGS LTD-SPONS ADR 0.4%
Value ($000) $4,008 Shares 108,222 Est. Cost $48.83 Unrealized
APACHE CORP COM 0.4%
Value ($000) $4,004 Shares 42,648 Est. Cost $84.77 Unrealized
COST COSTCO WHOLESALE CORP. 0.4%
Value ($000) $3,995 Shares 31,877 Est. Cost $86.86 Unrealized +11.8%
CSRSX COHEN & STEERS REALTY SHARES 0.4%
Value ($000) $3,922 Shares 56,282 Est. Cost $66.87 Unrealized
ROST ROSS STORES INC 0.4%
Value ($000) $3,907 Shares 51,694 Est. Cost $31.44 Unrealized -1.0%
DE DEERE & COMPANY 0.4%
Value ($000) $3,904 Shares 47,614 Est. Cost $67.95 Unrealized +2.1%
NEE NEXTERA ENERGY 0.4%
Value ($000) $3,875 Shares 41,277 Est. Cost $14.44 Unrealized +24.2%
BMY BRISTOL MYERS SQUIBB 0.4%
Value ($000) $3,867 Shares 75,547 Est. Cost $28.73 Unrealized +19.1%
CREDIT SUISSE MLP EQUAL WEIGHT INDEX ETF PREF 0.4%
Value ($000) $3,853 Shares 107,299 Est. Cost $29.85 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.4%
Value ($000) $3,652 Shares 47,459 Est. Cost $66.92 Unrealized
MDU M D U RESOURCES GROUP, INC. 0.4%
Value ($000) $3,591 Shares 129,131 Est. Cost $6.61 Unrealized +26.7%
ROYAL DUTCH SHELL PLC SPON ADR 0.4%
Value ($000) $3,590 Shares 47,161 Est. Cost $66.61 Unrealized
PEP PEPSICO INC. 0.4%
Value ($000) $3,547 Shares 38,096 Est. Cost $56.49 Unrealized +14.9%
TGT TARGET CORP 0.4%
Value ($000) $3,476 Shares 55,455 Est. Cost $42.81 Unrealized +1.0%
LLY ELI LILLY & CO 0.4%
Value ($000) $3,396 Shares 52,374 Est. Cost $42.67 Unrealized +20.4%
GENERAL ELECTRIC COMPANY 0.4%
Value ($000) $3,362 Shares 131,210 Est. Cost $24.17 Unrealized
MRK MERCK & CO INC 0.4%
Value ($000) $3,343 Shares 56,393 Est. Cost $30.78 Unrealized +27.9%
PFE PFIZER INC 0.4%
Value ($000) $3,320 Shares 112,297 Est. Cost $16.63 Unrealized +4.9%
BMO BANK OF MONTREAL 0.3%
Value ($000) $3,257 Shares 44,237 Est. Cost $37.61 Unrealized +26.1%
COP CONOCOPHILLIPS 0.3%
Value ($000) $3,250 Shares 42,470 Est. Cost $42.17 Unrealized +34.4%
SLF SUN LIFE FINANCIAL INC 0.3%
Value ($000) $3,239 Shares 89,325 Est. Cost $28.81 Unrealized +30.4%
GPC GENUINE PARTS CO. 0.3%
Value ($000) $3,230 Shares 36,827 Est. Cost $55.04 Unrealized +13.7%
KMB KIMBERLY CLARK CORP 0.3%
Value ($000) $3,225 Shares 29,979 Est. Cost $63.64 Unrealized +11.3%
PRHYX T ROWE PRICE HIGH YIELD FUND 0.3%
Value ($000) $3,213 Shares 453,806 Est. Cost $6.95 Unrealized
HAS HASBRO, INC. 0.3%
Value ($000) $3,094 Shares 56,267 Est. Cost $31.12 Unrealized +16.8%
CLX CLOROX COMPANY 0.3%
Value ($000) $3,068 Shares 31,938 Est. Cost $62.06 Unrealized +5.8%
SO SOUTHERN CO. 0.3%
Value ($000) $3,040 Shares 69,643 Est. Cost $27.08 Unrealized +0.1%
SPECTRA ENERGY CORPORATION 0.3%
Value ($000) $3,010 Shares 76,658 Est. Cost $34.74 Unrealized
DEM WISDOM TREE EMERGING MARKETS EQUITY INCOME 0.3%
Value ($000) $3,010 Shares 63,004 Est. Cost $48.43 Unrealized
GLAXOSMITHKLINE PLC SPONSORED ADR 0.3%
Value ($000) $2,879 Shares 62,625 Est. Cost $50.17 Unrealized
VWIUX VANGUARD INTER TERM T/EXEMPT ADMIRAL SHARES 0.3%
Value ($000) $2,820 Shares 198,323 Est. Cost $13.83 Unrealized
DODGX DODGE & COX STOCK FUND 0.3%
Value ($000) $2,790 Shares 15,512 Est. Cost $143.33 Unrealized
UNILEVER PLC-SPONS ADR 0.3%
Value ($000) $2,776 Shares 66,258 Est. Cost $40.80 Unrealized
CA INC. 0.3%
Value ($000) $2,773 Shares 99,241 Est. Cost $28.76 Unrealized
PRGFX T ROWE PRICE GROWTH STOCK FUND 0.3%
Value ($000) $2,772 Shares 50,530 Est. Cost $46.93 Unrealized
NOBLE CORPORATION PLC 0.3%
Value ($000) $2,460 Shares 110,741 Est. Cost $34.28 Unrealized
VEXRX VANGUARD EXPLORER FUND ADMIRAL SHARES 0.2%
Value ($000) $2,260 Shares 24,063 Est. Cost $88.12 Unrealized
EFA ISHARES MSCI EAFE ETF 0.2%
Value ($000) $2,083 Shares 32,482 Est. Cost $57.51 Unrealized
DTH WISDOMTREE DEFA EQUITY INCOME FUND 0.2%
Value ($000) $2,052 Shares 45,112 Est. Cost $44.55 Unrealized
USATX USAA TAX EXEMPT INTERMEDIATE TERM FUND 0.2%
Value ($000) $2,043 Shares 150,672 Est. Cost $13.30 Unrealized
NFFFX AMERICAN NEW WORLD FUND F2 0.2%
Value ($000) $2,004 Shares 34,109 Est. Cost $59.74 Unrealized
VEIRX VANGUARD EQUITY INCOME FUND ADMIRAL SHARES 0.2%
Value ($000) $1,978 Shares 30,226 Est. Cost $58.35 Unrealized
VBTLX VANGUARD TOTAL BOND MKT INDEX #584-ADM SH 0.2%
Value ($000) $1,773 Shares 164,468 Est. Cost $10.78 Unrealized
VUG VANGUARD GROWTH ETF 0.2%
Value ($000) $1,676 Shares 16,814 Est. Cost $78.15 Unrealized
MMM 3M CO 0.2%
Value ($000) $1,565 Shares 11,046 Est. Cost $67.94 Unrealized +22.9%
VBIRX VANGUARD S/T BOND INDEX FD ADMIRAL SHARES 0.1%
Value ($000) $1,407 Shares 134,166 Est. Cost $10.49 Unrealized
VFIAX VANGUARD 500 INDEX FUND ADMIRAL SHS #540 0.1%
Value ($000) $1,332 Shares 7,319 Est. Cost $177.37 Unrealized
GOOGLE INC-CL C 0.1%
Value ($000) $1,318 Shares 2,284 Est. Cost $575.31 Unrealized
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST 0.1%
Value ($000) $1,310 Shares 7,705 Est. Cost $150.75 Unrealized
CL COLGATE-PALMOLIVE COMPANY 0.1%
Value ($000) $1,270 Shares 19,472 Est. Cost $44.39 Unrealized +14.2%
DWGHX AMERICAN FUNDS DEVELOPING WORLD G&I F2 0.1%
Value ($000) $1,241 Shares 114,079 Est. Cost $10.91 Unrealized
SPOKE HOLLOW RANCH INC 0.1%
Value ($000) $1,221 Shares 621,939 Est. Cost $1.96 Unrealized
BROADWAY BANCSHARES INC TEX COM 0.1%
Value ($000) $1,161 Shares 6,102 Est. Cost $193.22 Unrealized
SPY SPDR S&P 500 ETF TRUST 0.1%
Value ($000) $1,137 Shares 5,769 Est. Cost $161.36 Unrealized
VTSAX VANGUARD TOTAL STOCK MARKET INDEX- ADMIRAL 0.1%
Value ($000) $1,106 Shares 22,425 Est. Cost $49.37 Unrealized
CFR CULLEN FROST BANKERS INC 0.1%
Value ($000) $989 Shares 12,922 Est. Cost $56.13 Unrealized +0.1%
PRSGX T ROWE PRICE SPECTRUM GROWTH 0.1%
Value ($000) $958 Shares 38,541 Est. Cost $21.81 Unrealized
VFIJX VANGUARD GNMA FUND ADMIRAL SHARES 0.1%
Value ($000) $946 Shares 88,384 Est. Cost $10.48 Unrealized
AMGIX AMERICAN CENTURY INCOME & GROWTH FUND 0.1%
Value ($000) $845 Shares 22,018 Est. Cost $31.64 Unrealized
TRMCX T ROWE PRICE MIDCAP VALUE FUND 0.1%
Value ($000) $828 Shares 25,810 Est. Cost $27.38 Unrealized
USSTX USAA TAX EXEMPT SHORT TERM FUND 0.1%
Value ($000) $747 Shares 69,710 Est. Cost $10.72 Unrealized
USTEX USAA TAX EXEMPT LONG TERM FUND 0.1%
Value ($000) $700 Shares 51,028 Est. Cost $13.28 Unrealized
DOW CHEMICAL COMPANY 0.1%
Value ($000) $674 Shares 12,850 Est. Cost $41.90 Unrealized
KO COCA COLA CO. 0.1%
Value ($000) $663 Shares 15,540 Est. Cost $27.85 Unrealized +3.6%
MCHP MICROCHIP TECHNOLOGY INC 0.1%
Value ($000) $656 Shares 13,897 Est. Cost $18.68 Unrealized +1.1%
VGSLX VANGUARD REIT INDEX FUND ADMIRAL SHARES 0.1%
Value ($000) $632 Shares 6,199 Est. Cost $101.95 Unrealized
SBR SABINE ROYALTY TRUST 0.1%
Value ($000) $629 Shares 11,600 Est. Cost $51.65 Unrealized
SPG SIMON PPTY GROUP (PREV SIMON DEBARTOLO GRP) 0.1%
Value ($000) $616 Shares 3,744 Est. Cost $89.10 Unrealized +8.7%
WFC WELLS FARGO & CO NEW 0.1%
Value ($000) $595 Shares 11,481 Est. Cost $28.38 Unrealized +31.8%
PSA PUBLIC STORAGE 0.1%
Value ($000) $589 Shares 3,550 Est. Cost $98.62 Unrealized +12.0%
PRFDX T ROWE PRICE EQUITY INCOME FUND 0.1%
Value ($000) $585 Shares 17,309 Est. Cost $31.35 Unrealized
LORILLARD INC 0.1%
Value ($000) $582 Shares 9,708 Est. Cost $59.80 Unrealized
AGL RESOURCES INC. 0.1%
Value ($000) $571 Shares 11,110 Est. Cost $44.21 Unrealized
PDRDX PRINCIPAL DIVERSIFIED REAL ASSET INST 0.1%
Value ($000) $565 Shares 44,393 Est. Cost $12.62 Unrealized
D DOMINION RES INC VA NEW COM 0.1%
Value ($000) $554 Shares 8,024 Est. Cost $34.53 Unrealized +23.4%
ANWFX AMERICAN NEW PERSPECTIVE FUND F2 0.1%
Value ($000) $547 Shares 14,341 Est. Cost $33.70 Unrealized
BURKE & HERBERT BANK & TRUST 0.1%
Value ($000) $546 Shares 248 Est. Cost $2170.07 Unrealized
HD HOME DEPOT INC 0.1%
Value ($000) $504 Shares 5,490 Est. Cost $64.34 Unrealized +2.2%
IJR ISHARES CORE S&P SMALL CAP ETF 0.1%
Value ($000) $477 Shares 4,571 Est. Cost $95.34 Unrealized
AME AMETEK INC (NEW) 0.0%
Value ($000) $459 Shares 9,150 Est. Cost $38.40 Unrealized +25.2%
SECURITY STATE BANK - FARWELL, TX 0.0%
Value ($000) $458 Shares 161 Est. Cost $1502.02 Unrealized
KLAC KLA-TENCOR CORPORATION 0.0%
Value ($000) $441 Shares 5,600 Est. Cost $48.63 Unrealized 0.0%
DUK DUKE ENERGY CORP 0.0%
Value ($000) $416 Shares 5,568 Est. Cost $42.67 Unrealized +7.0%
VPMAX VANGUARD PRIMECAP FUND ADMIRAL SHARES 0.0%
Value ($000) $415 Shares 3,842 Est. Cost $85.36 Unrealized
RAYTHEON COMPANY 0.0%
Value ($000) $406 Shares 3,992 Est. Cost $100.89 Unrealized
BXP BOSTON PROPERTIES, INC 0.0%
Value ($000) $390 Shares 3,365 Est. Cost $65.34 Unrealized +13.7%
OGE OGE ENERGY CORP 0.0%
Value ($000) $388 Shares 10,465 Est. Cost $36.65 Unrealized +0.4%
E.I. DUPONT DE NEMOURS & CO 0.0%
Value ($000) $373 Shares 5,198 Est. Cost $52.76 Unrealized
PAUIX PIMCO ALL ASSET ALL AUTHORITY INSTL 0.0%
Value ($000) $369 Shares 37,278 Est. Cost $10.06 Unrealized
HOSPITALITY PROPERTIES TRUST 0.0%
Value ($000) $341 Shares 12,685 Est. Cost $26.26 Unrealized
RACKSPACE HOSTING INC 0.0%
Value ($000) $339 Shares 10,423 Est. Cost $37.87 Unrealized
PRNEX T ROWE PRICE NEW ERA FUND 0.0%
Value ($000) $331 Shares 7,045 Est. Cost $46.98 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR ETF 0.0%
Value ($000) $320 Shares 13,821 Est. Cost $19.83 Unrealized
SKT TANGER FACTORY OUTLET CENTER 0.0%
Value ($000) $301 Shares 9,190 Est. Cost $33.31 Unrealized
AXP AMERICAN EXPRESS CO. 0.0%
Value ($000) $288 Shares 3,282 Est. Cost $59.62 Unrealized +28.3%
VWLUX VANGUARD LONG TERM TAX EXEMPT ADMIRAL SHARES 0.0%
Value ($000) $286 Shares 24,492 Est. Cost $11.20 Unrealized
ABBV ABBVIE INC 0.0%
Value ($000) $282 Shares 4,888 Est. Cost $26.55 Unrealized +32.5%
TEMWX TEMPLETON WORLD FUND CL A 0.0%
Value ($000) $268 Shares 13,776 Est. Cost $18.76 Unrealized
EQR EQUITY RESIDENTIAL 0.0%
Value ($000) $262 Shares 4,270 Est. Cost $30.87 Unrealized +19.6%
DVY ISHARES SELECT DIVIDEND ETF 0.0%
Value ($000) $248 Shares 3,355 Est. Cost $64.45 Unrealized
EEM ISHARES MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $241 Shares 5,802 Est. Cost $38.46 Unrealized
PTTAX PIMCO TOTAL RETURN FUND CL A 0.0%
Value ($000) $241 Shares 22,193 Est. Cost $10.75 Unrealized
IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF 0.0%
Value ($000) $235 Shares 2,093 Est. Cost $97.00 Unrealized
VWO VANGUARD FTSE EMERGING MARKET ETF 0.0%
Value ($000) $235 Shares 5,639 Est. Cost $39.40 Unrealized
UBS ETRACS ALERIAN MLP INFRASTRUCTURE INDEX 0.0%
Value ($000) $234 Shares 5,128 Est. Cost $39.06 Unrealized
DEO DIAGEO PLC-SPONSORED ADR 0.0%
Value ($000) $232 Shares 2,011 Est. Cost $116.16 Unrealized
MUTHX FRANKLIN MUTUAL SHARES FUND CL Z 0.0%
Value ($000) $228 Shares 7,643 Est. Cost $25.26 Unrealized
IWR ISHARES RUSSELL MID-CAP ETF 0.0%
Value ($000) $223 Shares 1,407 Est. Cost $129.42 Unrealized
FIRST STATE BANK MOULTON, TEXAS 0.0%
Value ($000) $222 Shares 300 Est. Cost $740.00 Unrealized
VWSUX VANGUARD SHORT TERM TAX EXEMPT ADMIRAL SHS 0.0%
Value ($000) $221 Shares 13,920 Est. Cost $15.84 Unrealized
HCP INC TRUST 0.0%
Value ($000) $215 Shares 5,405 Est. Cost $44.83 Unrealized
TROW T ROWE PRICE GROUP INC 0.0%
Value ($000) $213 Shares 2,715 Est. Cost $52.30 Unrealized +0.6%
USGNX USAA GOVERNMENT SECURITIES FUND 0.0%
Value ($000) $212 Shares 21,267 Est. Cost $9.99 Unrealized
KIM KIMCO REALTY CORPORATION 0.0%
Value ($000) $212 Shares 9,672 Est. Cost $12.59 Unrealized +5.6%
DODFX DODGE & COX INTERNATIONAL STOCK FUND 0.0%
Value ($000) $208 Shares 4,597 Est. Cost $36.50 Unrealized
TGRIX AMERICAN CENTURY INTL GROWTH INSTITUTIONAL SH 0.0%
Value ($000) $193 Shares 14,683 Est. Cost $11.90 Unrealized
PCRIX PIMCO COMMODITY REAL RETURN STRATEGY FUND 0.0%
Value ($000) $193 Shares 36,946 Est. Cost $5.62 Unrealized
DODIX DODGE & COX INCOME FUND 0.0%
Value ($000) $191 Shares 13,826 Est. Cost $13.73 Unrealized
PRITX T ROWE PRICE INTERNATIONAL STOCK FUND 0.0%
Value ($000) $190 Shares 11,579 Est. Cost $15.14 Unrealized
VNO VORNADO REALTY TRUST 0.0%
Value ($000) $185 Shares 1,855 Est. Cost $87.69 Unrealized
UNP UNION PACIFIC CORPORATION 0.0%
Value ($000) $185 Shares 1,710 Est. Cost $66.69 Unrealized +20.4%
AEE AMEREN CORP 0.0%
Value ($000) $174 Shares 4,536 Est. Cost $23.45 Unrealized +17.2%
IJK ISHARES S&P MID-CAP 400 GROWTH ETF 0.0%
Value ($000) $173 Shares 1,139 Est. Cost $129.06 Unrealized
TAVFX THIRD AVENUE VALUE FUND 0.0%
Value ($000) $173 Shares 2,884 Est. Cost $53.19 Unrealized
VWNAX VANGUARD WINDSOR II FUND ADMIRAL SHS 0.0%
Value ($000) $171 Shares 2,472 Est. Cost $69.17 Unrealized
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FD 0.0%
Value ($000) $170 Shares 2,543 Est. Cost $57.49 Unrealized
USISX USAA INCOME STOCK FUND 0.0%
Value ($000) $168 Shares 9,344 Est. Cost $15.62 Unrealized
HP HELMERICH & PAYNE 0.0%
Value ($000) $166 Shares 1,700 Est. Cost $61.57 Unrealized +72.6%
OKE ONEOK INC 0.0%
Value ($000) $165 Shares 2,518 Est. Cost $20.38 Unrealized +63.9%
HAL HALLIBURTON CO 0.0%
Value ($000) $163 Shares 2,520 Est. Cost $33.21 Unrealized +66.2%
USAIX USAA INCOME FUND 0.0%
Value ($000) $163 Shares 12,275 Est. Cost $13.09 Unrealized
EPD ENTERPRISE PRODUCTS PARTNERS LP 0.0%
Value ($000) $163 Shares 4,040 Est. Cost $52.44 Unrealized
PB PROSPERITY BANCSHARES INC 0.0%
Value ($000) $159 Shares 2,785 Est. Cost $45.93 Unrealized -4.7%
PSX PHILLIPS 66 0.0%
Value ($000) $156 Shares 1,921 Est. Cost $41.77 Unrealized +32.0%
VNQ VANGUARD REIT ETF 0.0%
Value ($000) $152 Shares 2,109 Est. Cost $69.35 Unrealized
MCO MOODY'S CORPORATION 0.0%
Value ($000) $144 Shares 1,520 Est. Cost $53.10 Unrealized +53.6%
TEPLX TEMPLETON GROWTH FUND, INC. 0.0%
Value ($000) $143 Shares 5,703 Est. Cost $26.30 Unrealized
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $142 Shares 2,500 Est. Cost $37.39 Unrealized +0.2%
OWENS REALTY MORTGAGE INC 0.0%
Value ($000) $141 Shares 9,861 Est. Cost $12.41 Unrealized
FPURX FIDELITY PURITAN FUND 0.0%
Value ($000) $141 Shares 6,224 Est. Cost $20.65 Unrealized
WIP SPDR DB INTL GOV INFL-PROT ETF 0.0%
Value ($000) $139 Shares 2,370 Est. Cost $62.03 Unrealized
WMT WAL-MART STORES INC. 0.0%
Value ($000) $132 Shares 1,731 Est. Cost $19.97 Unrealized +1.7%
IJJ ISHARES S&P MID-CAP 400 VALUE ETF 0.0%
Value ($000) $130 Shares 1,082 Est. Cost $101.66 Unrealized
SIGMA-ALDRICH 0.0%
Value ($000) $129 Shares 950 Est. Cost $80.39 Unrealized
THIRD AVENUE INTERNATIONAL VALUE FUND 0.0%
Value ($000) $128 Shares 7,107 Est. Cost $18.24 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $127 Shares 3,175 Est. Cost $30.63 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $127 Shares 1,169 Est. Cost $101.81 Unrealized
FBIN FORTUNE BRANDS HOME & SECURITY INC 0.0%
Value ($000) $127 Shares 3,080 Est. Cost $27.93 Unrealized +6.6%
ABSOLUTE CREDIT OPPORTUNITIES FUND 0.0%
Value ($000) $123 Shares 10,637 Est. Cost $11.53 Unrealized
AEP AMERICAN ELECTRIC POWER COMPANY 0.0%
Value ($000) $123 Shares 2,355 Est. Cost $30.74 Unrealized +14.9%
ETN EATON CORP PLC 0.0%
Value ($000) $119 Shares 1,876 Est. Cost $46.90 Unrealized +15.4%
PEG PUBLIC SERVICE ENTERPRISE GROUP INC. 0.0%
Value ($000) $118 Shares 3,168 Est. Cost $21.73 Unrealized +13.9%
LOW LOWE'S COS. INC. 0.0%
Value ($000) $117 Shares 2,219 Est. Cost $36.96 Unrealized +11.5%
BAX BAXTER INTERNATIONAL INC. 0.0%
Value ($000) $115 Shares 1,602 Est. Cost $30.82 Unrealized +8.5%
O REALTY INCOME CORPORATION 0.0%
Value ($000) $113 Shares 2,780 Est. Cost $25.01 Unrealized +0.1%
OPPENHEIMER DEVELOPING MARKETS FUND 0.0%
Value ($000) $109 Shares 2,829 Est. Cost $34.25 Unrealized
SJT SAN JUAN BASIN ROYALTY TRUST 0.0%
Value ($000) $109 Shares 5,743 Est. Cost $16.19 Unrealized
DHR DANAHER CORP DEL COM 0.0%
Value ($000) $108 Shares 1,420 Est. Cost $25.01 Unrealized +24.6%
FTRBX FEDERATED TOTAL RETURN BOND FUND 0.0%
Value ($000) $105 Shares 9,501 Est. Cost $10.96 Unrealized
TWVLX AMERICAN CENTURY VALUE FUND 0.0%
Value ($000) $104 Shares 11,738 Est. Cost $8.18 Unrealized
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $101 Shares 2,247 Est. Cost $40.80 Unrealized
IJH ISHARES CORE S&P MID-CAP ETF 0.0%
Value ($000) $100 Shares 730 Est. Cost $129.12 Unrealized
ILMN ILLUMINA INC 0.0%
Value ($000) $98 Shares 600 Est. Cost $64.01 Unrealized +161.2%
BSV VANGUARD SHORT-TERM BOND ETF 0.0%
Value ($000) $98 Shares 1,218 Est. Cost $79.99 Unrealized
MDLZ MONDELEZ INTERNATIONAL INC-A 0.0%
Value ($000) $98 Shares 2,847 Est. Cost $23.87 Unrealized +18.6%
JAGIX JANUS GROWTH & INCOME FUND 0.0%
Value ($000) $96 Shares 2,050 Est. Cost $39.04 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.0%
Value ($000) $96 Shares 1,496 Est. Cost $47.46 Unrealized
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $96 Shares 2,308 Est. Cost $22.82 Unrealized +24.5%
VLO VALERO ENERGY NEW 0.0%
Value ($000) $96 Shares 2,072 Est. Cost $24.01 Unrealized +35.9%
GHAYX VAN ECK GLOBAL HARD ASSETS, CLASS Y 0.0%
Value ($000) $94 Shares 1,903 Est. Cost $41.80 Unrealized
FIRST TEXAS BANCORP, INC. 0.0%
Value ($000) $94 Shares 510 Est. Cost $180.39 Unrealized
MRSH MARSH & MCLENNAN COMPANIES INC 0.0%
Value ($000) $94 Shares 1,800 Est. Cost $31.19 Unrealized +37.0%
LMT LOCKHEED MARTIN CORPORATION 0.0%
Value ($000) $93 Shares 510 Est. Cost $71.65 Unrealized +74.3%
ALL ALLSTATE CORP. 0.0%
Value ($000) $90 Shares 1,480 Est. Cost $37.12 Unrealized +26.5%
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $90 Shares 1,689 Est. Cost $42.63 Unrealized
SDY SPDR S&P DIVIDEND ETF 0.0%
Value ($000) $89 Shares 1,190 Est. Cost $66.39 Unrealized
XLB MATERIALS SELECT SECTOR SPDR TRUST FUND 0.0%
Value ($000) $88 Shares 1,774 Est. Cost $40.83 Unrealized
XLE ENERGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $81 Shares 890 Est. Cost $78.71 Unrealized
SGOIX FIRST EAGLE OVERSEAS FUND 0.0%
Value ($000) $81 Shares 3,376 Est. Cost $22.86 Unrealized
SBUX STARBUCKS CORP 0.0%
Value ($000) $80 Shares 1,061 Est. Cost $29.90 Unrealized +3.2%
HAINX HARBOR INTERNATIONAL FD-INS 0.0%
Value ($000) $79 Shares 1,147 Est. Cost $63.78 Unrealized
XEL XCEL ENERGY, INC. 0.0%
Value ($000) $78 Shares 2,562 Est. Cost $19.67 Unrealized +10.7%
XLU UTILITIES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $78 Shares 1,850 Est. Cost $44.32 Unrealized
WGIFX AMERICAN CAPITAL WORLD GROWTH & INCOME FD F2 0.0%
Value ($000) $78 Shares 1,678 Est. Cost $39.33 Unrealized
USSPX USAA S&P 500 INDEX FUND 0.0%
Value ($000) $77 Shares 2,717 Est. Cost $22.82 Unrealized
NSC NORFOLK SOUTHERN CORP. 0.0%
Value ($000) $77 Shares 693 Est. Cost $57.67 Unrealized +43.2%
LUV SOUTHWEST AIRLINES CO. 0.0%
Value ($000) $76 Shares 2,261 Est. Cost $15.27 Unrealized +76.2%
NORDSTROM, INC. 0.0%
Value ($000) $69 Shares 1,006 Est. Cost $60.04 Unrealized
WALGREEN COMPANY 0.0%
Value ($000) $66 Shares 1,107 Est. Cost $44.13 Unrealized
VRE MACK-CALI REALTY CORPORATION 0.0%
Value ($000) $66 Shares 3,470 Est. Cost $24.50 Unrealized
OPPENHEIMER MAIN STREET FUND CL A 0.0%
Value ($000) $65 Shares 1,263 Est. Cost $51.16 Unrealized
IBB ISHARES NASDAQ BIOTECHNOLOGY INDEX FUND 0.0%
Value ($000) $64 Shares 233 Est. Cost $274.68 Unrealized
USSBX USAA SHORT TERM BOND FUND 0.0%
Value ($000) $63 Shares 6,893 Est. Cost $9.20 Unrealized
HEALTHCARE REALTY TRUST INC 0.0%
Value ($000) $62 Shares 2,605 Est. Cost $25.34 Unrealized
IGFFX AMERICAN INTERNATIONAL GROWTH AND INCOME F2 0.0%
Value ($000) $61 Shares 1,773 Est. Cost $32.36 Unrealized
SRE SEMPRA ENERGY 0.0%
Value ($000) $61 Shares 576 Est. Cost $27.60 Unrealized +31.0%
VFSTX VANGUARD SHORT-TERM INVESTMENT GRADE 0.0%
Value ($000) $61 Shares 5,710 Est. Cost $10.71 Unrealized
SPDR NUVEEN BARCLAYS SHORT TERM MUNI BOND ETF 0.0%
Value ($000) $61 Shares 2,482 Est. Cost $23.92 Unrealized
EXC EXELON CORPORATION 0.0%
Value ($000) $60 Shares 1,779 Est. Cost $15.41 Unrealized +1.5%
DUN & BRADSTREET CORP. 0.0%
Value ($000) $59 Shares 506 Est. Cost $96.84 Unrealized
FSGAX FRANKLIN SMALL MIDCAP GROWTH FUND ADVISOR SHS 0.0%
Value ($000) $59 Shares 1,333 Est. Cost $41.27 Unrealized
FKTIX FRANKLIN FEDERAL TAX FREE INCOME FUND CL A 0.0%
Value ($000) $58 Shares 4,672 Est. Cost $12.12 Unrealized
EHSTX EATON VANCE LARGE CAP VALUE FUND CL A 0.0%
Value ($000) $58 Shares 2,260 Est. Cost $22.21 Unrealized
VINEX VANGUARD INTERNATIONAL EXPLORER 0.0%
Value ($000) $57 Shares 3,093 Est. Cost $18.43 Unrealized
KEY KEYCORP 0.0%
Value ($000) $56 Shares 4,186 Est. Cost $6.76 Unrealized +30.6%
STIP ISHARES 0-5 YEAR TIPS BOND ETF 0.0%
Value ($000) $55 Shares 550 Est. Cost $100.82 Unrealized
MEDTRONIC INC. 0.0%
Value ($000) $55 Shares 876 Est. Cost $52.95 Unrealized
HON HONEYWELL INTERNATIONAL INC 0.0%
Value ($000) $55 Shares 588 Est. Cost $58.30 Unrealized +15.1%
HACAX HARBOR CAPITAL APPRECIATION FUND - INST 0.0%
Value ($000) $55 Shares 906 Est. Cost $46.99 Unrealized
IVAEX IVY ASSET STRATEGY FUND- I 0.0%
Value ($000) $54 Shares 1,754 Est. Cost $30.88 Unrealized
AMP AMERIPRISE FINANCIAL INC. 0.0%
Value ($000) $53 Shares 428 Est. Cost $59.57 Unrealized +62.1%
OPPENHEIMER FLEXIBLE STRATEGIES CL A 0.0%
Value ($000) $53 Shares 1,995 Est. Cost $26.57 Unrealized
HSBC HOLDINGS PLC 8.125% PFD 0.0%
Value ($000) $52 Shares 2,000 Est. Cost $25.50 Unrealized
KRAFT FOODS GROUP INC 0.0%
Value ($000) $52 Shares 908 Est. Cost $55.88 Unrealized
VWNFX VANGUARD WINDSOR II FUND 0.0%
Value ($000) $52 Shares 1,320 Est. Cost $37.88 Unrealized
BAC BANK OF AMERICA CORP 0.0%
Value ($000) $51 Shares 3,000 Est. Cost $10.03 Unrealized +25.4%
ABT ABBOTT LABORATORIES 0.0%
Value ($000) $50 Shares 1,204 Est. Cost $28.85 Unrealized +18.3%
SNY SANOFI-AVENTIS - ADR 0.0%
Value ($000) $50 Shares 889 Est. Cost $53.32 Unrealized
RWX SPDR DOW JONES INTERNATIONAL REAL ESTATE ETF 0.0%
Value ($000) $49 Shares 1,172 Est. Cost $41.81 Unrealized
IWD ISHARES RUSSELL 1000 VALUE INDEX FUND 0.0%
Value ($000) $49 Shares 489 Est. Cost $100.20 Unrealized
ARCC ARES CAPITAL CORPORATION 0.0%
Value ($000) $48 Shares 2,975 Est. Cost $5.23 Unrealized +8.8%
CIGNA CORPORATION 0.0%
Value ($000) $48 Shares 525 Est. Cost $72.60 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 0.0%
Value ($000) $46 Shares 450 Est. Cost $82.22 Unrealized
SYY SYSCO CORPORATION 0.0%
Value ($000) $46 Shares 1,200 Est. Cost $24.40 Unrealized +13.0%
ING ING GROEP N.V.-SPONSORED ADR 0.0%
Value ($000) $46 Shares 3,264 Est. Cost $14.16 Unrealized
OAKIX OAKMARK INTERNATIONAL FUND CLASS I 0.0%
Value ($000) $44 Shares 1,742 Est. Cost $22.69 Unrealized
ADBE ADOBE SYSTEMS INC. 0.0%
Value ($000) $43 Shares 622 Est. Cost $44.30 Unrealized +60.0%
IYR ISHARES U.S. REAL ESTATE ETF 0.0%
Value ($000) $43 Shares 622 Est. Cost $65.43 Unrealized
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $43 Shares 395 Est. Cost $97.85 Unrealized -4.1%
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $43 Shares 325 Est. Cost $72.32 Unrealized +44.6%
PAA PLAINS ALL AMERICAN PIPELINE LP 0.0%
Value ($000) $42 Shares 720 Est. Cost $55.56 Unrealized
AIG AMERICAN INTERNATIONAL GROUP INC 0.0%
Value ($000) $40 Shares 734 Est. Cost $40.41 Unrealized +3.4%
BFH ALLIANCE DATA SYSTEMS CORPORATION 0.0%
Value ($000) $40 Shares 162 Est. Cost $175.84 Unrealized +3.2%
AMGN AMGEN, INC 0.0%
Value ($000) $40 Shares 285 Est. Cost $73.41 Unrealized +28.8%
IWN ISHARES RUSSELL 2000 VALUE ETF 0.0%
Value ($000) $38 Shares 405 Est. Cost $93.83 Unrealized
BLACKROCK GLOBAL LONG/SHORT CREDIT FUND 0.0%
Value ($000) $37 Shares 3,413 Est. Cost $11.01 Unrealized
MARKET VECTORS OIL SERVICE ETF 0.0%
Value ($000) $36 Shares 734 Est. Cost $49.05 Unrealized
V VISA INC 0.0%
Value ($000) $36 Shares 170 Est. Cost $40.02 Unrealized +24.0%
BUD ANHEUSER-BUSCH INBEV NV-SPN ADR 0.0%
Value ($000) $35 Shares 320 Est. Cost $103.44 Unrealized
WISDOMTREE AUSTRALIA & NEW ZEALAND LOCAL DEBT 0.0%
Value ($000) $34 Shares 1,760 Est. Cost $19.69 Unrealized
HLMEX HARDING LOEVNER INSTITUTIONAL EMERGING MARKET 0.0%
Value ($000) $33 Shares 1,836 Est. Cost $17.97 Unrealized
CRSOX CREDIT SUISSE COMMODITY RETURN STRATEGY FUND 0.0%
Value ($000) $33 Shares 4,805 Est. Cost $6.87 Unrealized
STARWOOD HOTELS & RESORTS 0.0%
Value ($000) $33 Shares 391 Est. Cost $64.30 Unrealized
SCANA CORP NEW COM 0.0%
Value ($000) $32 Shares 648 Est. Cost $48.61 Unrealized
HANESBRANDS INC 0.0%
Value ($000) $32 Shares 300 Est. Cost $50.00 Unrealized
JAZZ JAZZ PHARMACEUTICALS PLC 0.0%
Value ($000) $31 Shares 192 Est. Cost $153.75 Unrealized 0.0%
ALCOA INC 0.0%
Value ($000) $31 Shares 1,900 Est. Cost $7.89 Unrealized
FDX FEDEX CORPORATION 0.0%
Value ($000) $31 Shares 190 Est. Cost $81.95 Unrealized +57.5%
VTR VENTAS INC 0.0%
Value ($000) $31 Shares 507 Est. Cost $43.93 Unrealized +0.7%
ITW ILLINOIS TOOL WORKS INC. 0.0%
Value ($000) $30 Shares 355 Est. Cost $49.85 Unrealized +32.8%
MANNING & NAPIER WORLD OPPORTUNITIES SERIES 0.0%
Value ($000) $30 Shares 3,548 Est. Cost $8.05 Unrealized
GAP GAP INCORPORATED 0.0%
Value ($000) $29 Shares 692 Est. Cost $27.23 Unrealized +5.4%
SAFEWAY INC. 0.0%
Value ($000) $29 Shares 845 Est. Cost $34.32 Unrealized
CMCSA COMCAST CORP. CLASS A 0.0%
Value ($000) $28 Shares 518 Est. Cost $18.92 Unrealized +11.9%
AAL AMERICAN AIRLINES GROUP INC 0.0%
Value ($000) $28 Shares 796 Est. Cost $36.77 Unrealized +1.0%
CSRIX COHEN & STEERS INSTITUTIONAL REALTY SHARES 0.0%
Value ($000) $27 Shares 584 Est. Cost $46.99 Unrealized
PEPCO HOLDINGS INC. 0.0%
Value ($000) $27 Shares 1,000 Est. Cost $19.00 Unrealized
UPS UNITED PARCEL SERVICE 0.0%
Value ($000) $27 Shares 279 Est. Cost $57.45 Unrealized +15.5%
VTMGX VANGUARD DEVELOPED MARKETS INDEX ADM 0.0%
Value ($000) $27 Shares 2,115 Est. Cost $13.71 Unrealized
PRASX T. ROWE PRICE NEW ASIA FUND 0.0%
Value ($000) $27 Shares 1,574 Est. Cost $15.82 Unrealized
REYNOLDS AMERICAN INC. 0.0%
Value ($000) $27 Shares 460 Est. Cost $50.00 Unrealized
WPC WP CAREY INC 0.0%
Value ($000) $27 Shares 418 Est. Cost $64.59 Unrealized
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $26 Shares 243 Est. Cost $47.34 Unrealized +43.7%
ISHARES GOLD TRUST 0.0%
Value ($000) $26 Shares 2,215 Est. Cost $12.14 Unrealized
PAYX PAYCHEX INC COM 0.0%
Value ($000) $26 Shares 585 Est. Cost $29.52 Unrealized +0.7%
RVTY PERKINELMER INC 0.0%
Value ($000) $26 Shares 603 Est. Cost $43.14 Unrealized +1.6%
SHIRE PLC ADR 0.0%
Value ($000) $26 Shares 100 Est. Cost $128.00 Unrealized
BA BOEING COMPANY 0.0%
Value ($000) $25 Shares 194 Est. Cost $93.03 Unrealized +17.4%
DDS DILLARDS INC-CL A 0.0%
Value ($000) $25 Shares 230 Est. Cost $77.46 Unrealized +11.4%
VTIAX VANGUARD TOTAL INTERNATIONAL STOCK INDEX 0.0%
Value ($000) $25 Shares 911 Est. Cost $27.44 Unrealized
ACVIX AMERICAN CENTURY SMALL CAP VALUE FUND INV 0.0%
Value ($000) $24 Shares 2,575 Est. Cost $9.55 Unrealized
OMC OMNICOM GROUP INC 0.0%
Value ($000) $24 Shares 335 Est. Cost $40.69 Unrealized +20.0%
DU PONT E I DE NEMOURS $3.5 PFD SERIES A 0.0%
Value ($000) $24 Shares 300 Est. Cost $86.67 Unrealized
VOD VODAFONE GROUP PLC 0.0%
Value ($000) $24 Shares 719 Est. Cost $36.93 Unrealized
WESTERN GAS PARTNERS LP 0.0%
Value ($000) $23 Shares 300 Est. Cost $63.33 Unrealized
HAIN HAIN CELESTIAL GROUP INC 0.0%
Value ($000) $23 Shares 227 Est. Cost $44.54 Unrealized +4.5%
HIG HARTFORD FINANCIAL SERVICES GROUP INC 0.0%
Value ($000) $23 Shares 608 Est. Cost $22.20 Unrealized +28.2%
GTEYX GATEWAY FUND 0.0%
Value ($000) $22 Shares 729 Est. Cost $30.18 Unrealized
TRV THE TRAVELERS COMPANIES, INC 0.0%
Value ($000) $22 Shares 235 Est. Cost $63.44 Unrealized +14.3%
BIIB BIOGEN IDEC INC 0.0%
Value ($000) $22 Shares 67 Est. Cost $329.72 Unrealized 0.0%
RWR SPDR DOW JONES REIT ETF 0.0%
Value ($000) $22 Shares 275 Est. Cost $76.36 Unrealized
VBK VANGUARD SMALL-CAP GROWTH ETF 0.0%
Value ($000) $22 Shares 180 Est. Cost $122.22 Unrealized
SL GREEN REALTY CORP. 0.0%
Value ($000) $22 Shares 216 Est. Cost $104.94 Unrealized
WDS WOODSIDE PETROLEUM-SP ADR 0.0%
Value ($000) $21 Shares 600 Est. Cost $31.67 Unrealized
OGS ONE GAS INC 0.0%
Value ($000) $21 Shares 600 Est. Cost $34.23 Unrealized +6.9%
JETIX ABERDEEN SELECT INTERNATIONAL EQUITY FD II 0.0%
Value ($000) $21 Shares 1,683 Est. Cost $11.29 Unrealized
SHW SHERWIN - WILLIAMS COMPANY 0.0%
Value ($000) $21 Shares 95 Est. Cost $53.48 Unrealized +19.3%
IYH ISHARES U.S. HEALTHCARE ETF 0.0%
Value ($000) $20 Shares 146 Est. Cost $136.99 Unrealized
KINDER MORGAN ENERGY PARTNERS, L.P. 0.0%
Value ($000) $20 Shares 213 Est. Cost $93.90 Unrealized
AUXILIUM PHARMACEUTICALS INC 0.0%
Value ($000) $20 Shares 678 Est. Cost $20.65 Unrealized
DISCOVER FINANCIAL SERVICES 0.0%
Value ($000) $20 Shares 312 Est. Cost $48.08 Unrealized
F FORD MOTOR COMPANY 0.0%
Value ($000) $20 Shares 1,361 Est. Cost $9.01 Unrealized +4.2%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $20 Shares 160 Est. Cost $56.44 Unrealized +68.4%
TOTAL SA-SPON ADR 0.0%
Value ($000) $20 Shares 305 Est. Cost $54.34 Unrealized
IYW ISHARES U.S. TECHNOLOGY ETF 0.0%
Value ($000) $19 Shares 193 Est. Cost $98.45 Unrealized
DREYFUS MUNICIPAL BOND FUND 0.0%
Value ($000) $19 Shares 1,595 Est. Cost $11.29 Unrealized
WELLS FARGO ADVANTAGE ABSOLUTE RETURN FUND 0.0%
Value ($000) $19 Shares 1,644 Est. Cost $11.56 Unrealized
SUNTRUST BANK INC 0.0%
Value ($000) $19 Shares 500 Est. Cost $32.00 Unrealized
IYJ ISHARES U.S. INDUSTRIALS ETF 0.0%
Value ($000) $19 Shares 190 Est. Cost $100.00 Unrealized
TGEIX TCW EMERGING MARKETS INCOME FUND 0.0%
Value ($000) $19 Shares 2,265 Est. Cost $8.83 Unrealized
IYE ISHARES U.S. ENERGY ETF 0.0%
Value ($000) $19 Shares 352 Est. Cost $53.98 Unrealized
STT STATE STREET CORP 0.0%
Value ($000) $18 Shares 250 Est. Cost $44.60 Unrealized +16.7%
BT GROUP PLC-ADR WI 0.0%
Value ($000) $18 Shares 300 Est. Cost $46.67 Unrealized
AMG AFFILIATED MANAGERS GROUP INC 0.0%
Value ($000) $18 Shares 90 Est. Cost $167.94 Unrealized +17.6%
C CITIGROUP INC 0.0%
Value ($000) $18 Shares 347 Est. Cost $36.47 Unrealized +2.6%
ARM HOLDINGS PLC-SPONS ADR 0.0%
Value ($000) $18 Shares 410 Est. Cost $46.34 Unrealized
IXC ISHARES GLOBAL ENERGY ETF 0.0%
Value ($000) $18 Shares 400 Est. Cost $37.50 Unrealized
WU WESTERN UNION COMPANY 0.0%
Value ($000) $18 Shares 1,100 Est. Cost $17.44 Unrealized
RPM RPM INTERNATIONAL INC 0.0%
Value ($000) $18 Shares 400 Est. Cost $38.93 Unrealized +17.8%
EATON VANCE TAX-ADVANTAGED GLOBAL DVD OPP FND 0.0%
Value ($000) $18 Shares 735 Est. Cost $21.77 Unrealized
DREYFUS PREMIER MUNICIPAL BOND FUND CLASS A 0.0%
Value ($000) $17 Shares 1,314 Est. Cost $12.18 Unrealized
CEDAR FAIR, L.P. 0.0%
Value ($000) $17 Shares 350 Est. Cost $48.57 Unrealized
BP PRUDHOE BAY ROYALTY TRUST 0.0%
Value ($000) $17 Shares 179 Est. Cost $94.97 Unrealized
GCMAX GOLDMAN SACHS MID CAP VALUE FUND CL A 0.0%
Value ($000) $17 Shares 354 Est. Cost $46.06 Unrealized
COVANCE INC. 0.0%
Value ($000) $17 Shares 221 Est. Cost $85.97 Unrealized
VLEEY VALEO SA-SPON ADR 0.0%
Value ($000) $17 Shares 300 Est. Cost $30.00 Unrealized
TOTAL SYSTEM SERVICES, INC. 0.0%
Value ($000) $17 Shares 541 Est. Cost $31.42 Unrealized
DOMTAR CORPORATION 0.0%
Value ($000) $16 Shares 444 Est. Cost $42.79 Unrealized
MGA MAGNA INTERNATIONAL INC 0.0%
Value ($000) $16 Shares 170 Est. Cost $27.60 Unrealized +44.5%
ZION ZIONS BANCORPORATION 0.0%
Value ($000) $16 Shares 543 Est. Cost $29.40 Unrealized -1.3%
SIEGY SIEMENS AG - SPONS ADR 0.0%
Value ($000) $16 Shares 135 Est. Cost $133.88 Unrealized
BDMIX BLACKROCK GLOBAL LONG/SHORT EQUITY 0.0%
Value ($000) $16 Shares 1,318 Est. Cost $11.99 Unrealized
BTI BRITISH AMERICAN TOB SP ADR 0.0%
Value ($000) $16 Shares 140 Est. Cost $105.29 Unrealized
FSRIX FIDELITY ADVISOR STRATEGIC INCOME FUND CL I 0.0%
Value ($000) $16 Shares 1,301 Est. Cost $12.30 Unrealized
FIIAX FIDELITY ADVISOR MID CAP II FUND CLASS A 0.0%
Value ($000) $16 Shares 752 Est. Cost $19.81 Unrealized
ROP ROPER INDUSTRIES INC 0.0%
Value ($000) $15 Shares 100 Est. Cost $113.55 Unrealized +20.9%
CX CEMEX SA - SPONS ADR 0.0%
Value ($000) $15 Shares 1,124 Est. Cost $10.30 Unrealized
DTE DTE ENERGY COMPANY 0.0%
Value ($000) $15 Shares 200 Est. Cost $38.01 Unrealized +16.2%
BASFY BASF SE-SPON ADR 0.0%
Value ($000) $15 Shares 165 Est. Cost $90.91 Unrealized
AQUA AMERICA INC. 0.0%
Value ($000) $15 Shares 625 Est. Cost $24.00 Unrealized
IT GARTNER, INC. 0.0%
Value ($000) $15 Shares 208 Est. Cost $56.76 Unrealized +28.0%
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $15 Shares 79 Est. Cost $127.34 Unrealized +10.4%
HARBOR INTERNATIONAL GROWTH FUND 0.0%
Value ($000) $15 Shares 1,149 Est. Cost $11.31 Unrealized
TBGVX TWEEDY BROWNE GLOBAL VALUE FUND 0.0%
Value ($000) $15 Shares 559 Est. Cost $25.86 Unrealized
TJX TJX COMPANIES INC 0.0%
Value ($000) $15 Shares 260 Est. Cost $22.09 Unrealized +9.2%
HOLX HOLOGIC INC 0.0%
Value ($000) $15 Shares 618 Est. Cost $23.37 Unrealized +8.1%
MUB ISHARES NATIONAL AMT-FREE MUNI BOND ETF 0.0%
Value ($000) $15 Shares 140 Est. Cost $107.14 Unrealized
TCW STRATEGIC INCOME FUND INC 0.0%
Value ($000) $15 Shares 2,700 Est. Cost $5.56 Unrealized
SWGAY SWATCH GROUP AG 0.0%
Value ($000) $14 Shares 595 Est. Cost $30.25 Unrealized
FSLR FIRST SOLAR INC 0.0%
Value ($000) $14 Shares 218 Est. Cost $66.19 Unrealized +2.3%
ENBRIDGE ENERGY PARTNERS LP 0.0%
Value ($000) $14 Shares 350 Est. Cost $40.00 Unrealized
LINN ENERGY LLC 0.0%
Value ($000) $14 Shares 450 Est. Cost $31.77 Unrealized
HSBC HSBC HOLDINGS PLC-SPONS ADR 0.0%
Value ($000) $14 Shares 268 Est. Cost $52.04 Unrealized
PNW PINNACLE WEST CAPITAL CORPORATION 0.0%
Value ($000) $14 Shares 250 Est. Cost $34.02 Unrealized +5.0%
TUPPERWARE BRANDS CORPORATION 0.0%
Value ($000) $14 Shares 200 Est. Cost $95.00 Unrealized
WWW WOLVERINE WORLD WIDE INC 0.0%
Value ($000) $14 Shares 544 Est. Cost $21.78 Unrealized -3.0%
YUM YUM! BRANDS INC. 0.0%
Value ($000) $13 Shares 185 Est. Cost $38.97 Unrealized +10.1%
BAKER HUGHES, INC. 0.0%
Value ($000) $13 Shares 200 Est. Cost $45.00 Unrealized
MARKWEST ENERGY PARTNERS LP 0.0%
Value ($000) $13 Shares 165 Est. Cost $78.79 Unrealized
SDOG ALPS SECTOR DIVIDEND DOGS ETF 0.0%
Value ($000) $13 Shares 340 Est. Cost $29.41 Unrealized
NATIONAL OILWELL VARCO INC 0.0%
Value ($000) $13 Shares 169 Est. Cost $71.95 Unrealized
CLECO CORPORATION NEW 0.0%
Value ($000) $13 Shares 266 Est. Cost $45.11 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 +7.6%
EW EDWARDS LIFESCIENCES CORPORATION 0.0%
Value ($000) $12 Shares 115 Est. Cost $11.84 Unrealized +33.4%
CELGENE CORPORATION 0.0%
Value ($000) $12 Shares 128 Est. Cost $101.56 Unrealized
VEMAX VANGUARD EMERGING MARKETS STOCK INDEX-ADMIRAL 0.0%
Value ($000) $12 Shares 357 Est. Cost $33.61 Unrealized
FEX FIRST TRUST LARGE CAP CORE ALPHADEX FUND 0.0%
Value ($000) $12 Shares 275 Est. Cost $43.64 Unrealized
DIEBOLD INC 0.0%
Value ($000) $12 Shares 337 Est. Cost $32.64 Unrealized
DVN DEVON ENERGY CORPORATION 0.0%
Value ($000) $12 Shares 180 Est. Cost $37.00 Unrealized +35.9%
APD AIR PRODUCTS & CHEMICAL INC 0.0%
Value ($000) $12 Shares 95 Est. Cost $92.44 Unrealized 0.0%
COVIDIEN PLC 0.0%
Value ($000) $12 Shares 141 Est. Cost $62.68 Unrealized
BBVA BANCO BILBAO VIZCAYA ARGENTARIA SA-ADR 0.0%
Value ($000) $12 Shares 1,000 Est. Cost $12.00 Unrealized
ALLERGAN INC 0.0%
Value ($000) $12 Shares 65 Est. Cost $85.00 Unrealized
DBSDY DBS GROUP HOLDINGS-SPON ADR 0.0%
Value ($000) $12 Shares 200 Est. Cost $50.00 Unrealized
NATIONAL GRID PLC 0.0%
Value ($000) $12 Shares 170 Est. Cost $61.59 Unrealized
NVO NOVO-NORDISK A/S - SPONS ADR 0.0%
Value ($000) $12 Shares 250 Est. Cost $67.20 Unrealized
BAYERISCHE MOTOREN WERKE (BMW) AG ADR 0.0%
Value ($000) $12 Shares 330 Est. Cost $30.30 Unrealized
SCCO SOUTHERN COPPER CORPORATION 0.0%
Value ($000) $12 Shares 400 Est. Cost $20.45 Unrealized +2.2%
NI NISOURCE INC. 0.0%
Value ($000) $12 Shares 300 Est. Cost $8.50 Unrealized +25.9%
MFS INTERMARKET INCOME TRUST I 0.0%
Value ($000) $12 Shares 1,407 Est. Cost $7.82 Unrealized
PHG KONINKLIJKE PHILIPS N.V. 0.0%
Value ($000) $11 Shares 349 Est. Cost $31.52 Unrealized
SCHW CHARLES SCHWAB CORP NEW 0.0%
Value ($000) $11 Shares 373 Est. Cost $17.65 Unrealized +40.0%
SMCFX AMERICAN SMALLCAP WORLD FUND F2 0.0%
Value ($000) $11 Shares 221 Est. Cost $42.98 Unrealized
SJM J. M. SMUCKER CO. 0.0%
Value ($000) $11 Shares 116 Est. Cost $70.84 Unrealized +3.7%
CHESAPEAKE ENERGY CORP 0.0%
Value ($000) $11 Shares 500 Est. Cost $20.00 Unrealized
BLACKROCK MUNICIPAL TARGET TERM TRUST 0.0%
Value ($000) $11 Shares 570 Est. Cost $17.54 Unrealized
COF CAPITAL ONE FINANCIAL CORP. 0.0%
Value ($000) $11 Shares 140 Est. Cost $63.06 Unrealized +5.7%
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $11 Shares 148 Est. Cost $32.61 Unrealized +63.5%
VIPSX VANGUARD INFLATION PROTECTED SECURITIES FUND 0.0%
Value ($000) $11 Shares 798 Est. Cost $13.78 Unrealized
EMGAX WELLS FARGO ADVANTAGE EMERGING MARKETS EQUITY 0.0%
Value ($000) $11 Shares 513 Est. Cost $19.49 Unrealized
BEN FRANKLIN RESOURCES INC. 0.0%
Value ($000) $11 Shares 198 Est. Cost $29.22 Unrealized +15.0%
LUBY'S INC 0.0%
Value ($000) $11 Shares 2,097 Est. Cost $8.44 Unrealized
TOLSX DEUTSCHE GLOBAL INFRASTRUCTURE FUND 0.0%
Value ($000) $11 Shares 731 Est. Cost $15.05 Unrealized
NUE NUCOR CORPORATION 0.0%
Value ($000) $11 Shares 200 Est. Cost $38.31 Unrealized +4.5%
MAGELLAN MIDSTREAM PARTNERS LTD 0.0%
Value ($000) $11 Shares 135 Est. Cost $81.48 Unrealized
DKS DICK'S SPORTING GOODS INC 0.0%
Value ($000) $11 Shares 242 Est. Cost $36.74 Unrealized -9.3%
IX ORIX CORPORATION - SPON ADR 0.0%
Value ($000) $11 Shares 160 Est. Cost $70.00 Unrealized
BP BP PLC SPONS ADR 0.0%
Value ($000) $11 Shares 242 Est. Cost $42.07 Unrealized
ZBH ZIMMER HOLDINGS INC 0.0%
Value ($000) $11 Shares 105 Est. Cost $67.30 Unrealized +33.1%
IDU ISHARES U.S. UTILITIES ETF 0.0%
Value ($000) $11 Shares 100 Est. Cost $100.00 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORPORATION 0.0%
Value ($000) $10 Shares 220 Est. Cost $36.88 Unrealized +13.1%
VWILX VANGUARD INTERNATIONAL GROWTH ADMIRAL SHS 0.0%
Value ($000) $10 Shares 134 Est. Cost $63.43 Unrealized
HEALTH CARE REIT INC 0.0%
Value ($000) $10 Shares 165 Est. Cost $53.33 Unrealized
OPPENHEIMER DEVELOPING MARKETS FUND 0.0%
Value ($000) $10 Shares 261 Est. Cost $34.75 Unrealized
ORANY ORANGE-SPON ADR 0.0%
Value ($000) $10 Shares 675 Est. Cost $14.92 Unrealized
SVNDY SEVEN & I HOLDINGS CO LTD-UNSPN ADR 0.0%
Value ($000) $10 Shares 125 Est. Cost $72.00 Unrealized
HTHIY HITACHI LTD - SPONS ADR 0.0%
Value ($000) $10 Shares 135 Est. Cost $68.04 Unrealized
JACOBS ENGINEERING GROUP INC 0.0%
Value ($000) $10 Shares 197 Est. Cost $55.84 Unrealized
TTNDY TECHTRONIC INDUSTRIES-SP ADR 0.0%
Value ($000) $10 Shares 700 Est. Cost $14.29 Unrealized
LEG LEGGETT & PLATT INC 0.0%
Value ($000) $10 Shares 300 Est. Cost $29.79 Unrealized +15.1%
GLIFX LAZARD GLOBAL LISTED INFRASTRUCTURE PORTFOLIO 0.0%
Value ($000) $10 Shares 668 Est. Cost $14.98 Unrealized
PRIDX T ROWE PRICE INTERNATIONAL DISCOVERY 0.0%
Value ($000) $10 Shares 176 Est. Cost $52.43 Unrealized
WESTAR ENERGY INC. 0.0%
Value ($000) $10 Shares 300 Est. Cost $33.33 Unrealized
PFG PRINCIPAL FINANCIAL GROUP 0.0%
Value ($000) $10 Shares 184 Est. Cost $23.49 Unrealized +47.4%
BWA BORGWARNER INC 0.0%
Value ($000) $10 Shares 182 Est. Cost $34.18 Unrealized +35.6%
WDC WESTERN DIGITAL CORPORATION 0.0%
Value ($000) $10 Shares 100 Est. Cost $39.06 Unrealized +59.8%
EWX SPDR S&P EMERGING MARKETS SMALLCAP ETF 0.0%
Value ($000) $10 Shares 200 Est. Cost $50.00 Unrealized
ROCKWELL COLLINS, INC. 0.0%
Value ($000) $9 Shares 112 Est. Cost $80.36 Unrealized
CNP CENTERPOINT ENERGY INC. 0.0%
Value ($000) $9 Shares 341 Est. Cost $15.40 Unrealized +7.6%
VECTREN CORPORATION 0.0%
Value ($000) $9 Shares 220 Est. Cost $34.16 Unrealized
CPB CAMPBELL SOUP COMPANY 0.0%
Value ($000) $9 Shares 200 Est. Cost $28.53 Unrealized +8.0%
PRU PRUDENTIAL FINANCIAL, INC. 0.0%
Value ($000) $9 Shares 108 Est. Cost $38.68 Unrealized +42.1%
WAT WATERS CORPORATION 0.0%
Value ($000) $9 Shares 95 Est. Cost $95.76 Unrealized +7.7%
AVAGO TECHNOLOGIES LTD 0.0%
Value ($000) $9 Shares 106 Est. Cost $37.43 Unrealized
EZU ISHARES MSCI EMU ETF 0.0%
Value ($000) $9 Shares 229 Est. Cost $30.57 Unrealized
UNH UNITEDHEALTH GROUP INC. 0.0%
Value ($000) $9 Shares 107 Est. Cost $70.34 Unrealized 0.0%
MARATHON OIL CORP 0.0%
Value ($000) $9 Shares 250 Est. Cost $36.00 Unrealized
DFE WISDOMTREE EUROPE SMALL CAP DIVIDEND FUND 0.0%
Value ($000) $9 Shares 180 Est. Cost $55.56 Unrealized
AEGON N.V. AMERICAN REG SHR 0.0%
Value ($000) $9 Shares 1,100 Est. Cost $9.59 Unrealized
IVA WORLDWIDE FUND 0.0%
Value ($000) $9 Shares 497 Est. Cost $19.51 Unrealized
LYB LYONDELLBASELL INDUSTRIES NV 0.0%
Value ($000) $8 Shares 71 Est. Cost $59.21 Unrealized 0.0%
ANADARKO PETE CORP 0.0%
Value ($000) $8 Shares 81 Est. Cost $86.05 Unrealized
LINEAR TECHNOLOGY CORP 0.0%
Value ($000) $8 Shares 184 Est. Cost $43.48 Unrealized
QR ENERGY LP 0.0%
Value ($000) $8 Shares 425 Est. Cost $18.82 Unrealized
CAMERON INTERNATIONAL CORPORATION 0.0%
Value ($000) $8 Shares 114 Est. Cost $61.40 Unrealized
ROYAL DUTCH SHELL PLC 0.0%
Value ($000) $8 Shares 107 Est. Cost $84.11 Unrealized
TIME WARNER INC 0.0%
Value ($000) $8 Shares 100 Est. Cost $60.00 Unrealized
NSANY NISSAN MOTOR CO LTD - SPONSORED ADR 0.0%
Value ($000) $8 Shares 400 Est. Cost $20.00 Unrealized
NOBLE ENERGY 0.0%
Value ($000) $8 Shares 116 Est. Cost $60.34 Unrealized
MCK MCKESSON CORPORATION 0.0%
Value ($000) $8 Shares 40 Est. Cost $176.84 Unrealized 0.0%
SU SUNCOR ENERGY INC 0.0%
Value ($000) $8 Shares 225 Est. Cost $22.47 Unrealized +19.9%
SMFG SUMITOMO MITSUI FINANCIAL GROUP INC ADR 0.0%
Value ($000) $7 Shares 900 Est. Cost $8.89 Unrealized
HSY THE HERSHEY COMPANY 0.0%
Value ($000) $7 Shares 72 Est. Cost $65.69 Unrealized +7.5%
NORTHSTAR REALTY FINANCE CORP 0.0%
Value ($000) $7 Shares 378 Est. Cost $18.52 Unrealized
TAMALE BLANCA, INC 0.0%
Value ($000) $7 Shares 500 Est. Cost $14.00 Unrealized
KOF COCA-COLA FEMSA, S.A.B. DE C.V. 0.0%
Value ($000) $7 Shares 65 Est. Cost $140.00 Unrealized
LZAGY LONZA GROUP AG UNSPON ADR 0.0%
Value ($000) $7 Shares 600 Est. Cost $8.33 Unrealized
WHOLE FOODS MARKET INC 0.0%
Value ($000) $7 Shares 180 Est. Cost $50.00 Unrealized
NUSTAR ENERGY LP 0.0%
Value ($000) $7 Shares 100 Est. Cost $45.93 Unrealized
USAGX USAA PRECIOUS METALS AND MINERALS FUND 0.0%
Value ($000) $7 Shares 489 Est. Cost $14.24 Unrealized
TEMPLETON FOREIGN SMALLER COMPANIES FUND CL A 0.0%
Value ($000) $7 Shares 443 Est. Cost $16.05 Unrealized
PETSMART INC 0.0%
Value ($000) $7 Shares 94 Est. Cost $63.83 Unrealized
DIRECTV 0.0%
Value ($000) $7 Shares 82 Est. Cost $60.98 Unrealized
ACCESS MIDSTREAM PARTNERS LP 0.0%
Value ($000) $7 Shares 111 Est. Cost $63.06 Unrealized
AAP ADVANCE AUTO PARTS INC 0.0%
Value ($000) $7 Shares 50 Est. Cost $105.89 Unrealized +8.2%
ALLIANZ SE ADR 0.0%
Value ($000) $7 Shares 425 Est. Cost $13.91 Unrealized
AMZN AMAZON.COM INC. 0.0%
Value ($000) $7 Shares 23 Est. Cost $13.32 Unrealized +24.9%
ATLCY ATLAS COPCO AB SPON ADR B 0.0%
Value ($000) $7 Shares 275 Est. Cost $21.82 Unrealized
CBRE CLARION GLOBAL REAL ESTATE INCOME FUND 0.0%
Value ($000) $7 Shares 812 Est. Cost $8.73 Unrealized
CME CME GROUP INC 0.0%
Value ($000) $7 Shares 88 Est. Cost $47.90 Unrealized 0.0%
BLACKROCK CREDIT ALLOCATION INCOME TRUST 0.0%
Value ($000) $6 Shares 400 Est. Cost $15.00 Unrealized
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $6 Shares 280 Est. Cost $11.47 Unrealized +21.4%
EATON VANCE SHORT DURATION DIVERSIFIED INC FD 0.0%
Value ($000) $6 Shares 339 Est. Cost $17.70 Unrealized
CANADIAN PACIFIC RAILWAY LTD 0.0%
Value ($000) $6 Shares 30 Est. Cost $120.00 Unrealized
BROOKFIELD ASSET MANAGEMENT INC-CL A 0.0%
Value ($000) $6 Shares 130 Est. Cost $38.46 Unrealized
BHKLY BOC HONG KONG HLDS-SPONS ADR 0.0%
Value ($000) $6 Shares 100 Est. Cost $60.00 Unrealized
BLACKROCK FLOATING RATE INCOME STRATEGIES FD 0.0%
Value ($000) $6 Shares 397 Est. Cost $15.11 Unrealized
MONSTER BEVERAGE CORPORATION 0.0%
Value ($000) $6 Shares 70 Est. Cost $85.71 Unrealized
MDISX FRANKLIN MUTUAL GLOBAL DISCOVERY CLASS A 0.0%
Value ($000) $6 Shares 162 Est. Cost $38.57 Unrealized
HTGC HERCULES TECHNOLOGY GROWTH CAPITAL INC 0.0%
Value ($000) $6 Shares 382 Est. Cost $15.83 Unrealized 0.0%
JOHNSON CONTROLS INC. 0.0%
Value ($000) $6 Shares 126 Est. Cost $35.83 Unrealized
NGL NGL ENERGY PARTNERS LP 0.0%
Value ($000) $6 Shares 155 Est. Cost $38.71 Unrealized
HMC HONDA MOTOR CO LTD-SPONS ADR 0.0%
Value ($000) $6 Shares 175 Est. Cost $40.00 Unrealized
CPA COPA HOLDINGS SA 0.0%
Value ($000) $6 Shares 60 Est. Cost $90.44 Unrealized +4.0%
SDLPEUR SEADRILL PARTNERS LLC 0.0%
Value ($000) $6 Shares 196 Est. Cost $30.61 Unrealized
BCE BCE INC 0.0%
Value ($000) $6 Shares 142 Est. Cost $23.14 Unrealized 0.0%
WMB WILLIAMS COS INC 0.0%
Value ($000) $6 Shares 114 Est. Cost $30.23 Unrealized 0.0%
PBT PERMIAN BASIN ROYALTY TRUST 0.0%
Value ($000) $6 Shares 462 Est. Cost $13.65 Unrealized
CMI CUMMINS INC 0.0%
Value ($000) $6 Shares 45 Est. Cost $106.06 Unrealized 0.0%
NGRRX NUVEEN TRADEWINDS INTERNATIONAL VALUE FD 0.0%
Value ($000) $6 Shares 248 Est. Cost $24.19 Unrealized
OHI OMEGA HEALTHCARE INVESTORS INC 0.0%
Value ($000) $6 Shares 182 Est. Cost $32.97 Unrealized
AMERICAN REALTY CAPITAL PROPERTIES INC 0.0%
Value ($000) $6 Shares 468 Est. Cost $12.82 Unrealized
TTYP TRINITY PETROLEUM TRUST 0.0%
Value ($000) $5 Shares 25 Est. Cost $120.00 Unrealized
BK BANK OF NEW YORK MELLON CORP 0.0%
Value ($000) $5 Shares 141 Est. Cost $22.50 Unrealized +30.8%
HATTERAS LONG/SHORT DEBT FUND 0.0%
Value ($000) $5 Shares 533 Est. Cost $10.34 Unrealized
ALLIANZGI GLOBAL WATER FUND 0.0%
Value ($000) $5 Shares 432 Est. Cost $12.74 Unrealized
HST HOST MARRIOTT CORP. 0.0%
Value ($000) $5 Shares 244 Est. Cost $10.74 Unrealized +30.6%
DB DEUTSCHE BANK AG 0.0%
Value ($000) $5 Shares 150 Est. Cost $30.70 Unrealized -15.1%
UNILEVER N V-NY SHARES (NEW) 0.0%
Value ($000) $5 Shares 120 Est. Cost $41.67 Unrealized
ISNPY INTESA SANPAOLO-SPON ADR 0.0%
Value ($000) $5 Shares 250 Est. Cost $20.00 Unrealized
BNPQY BNP PARIBAS-ADR 0.0%
Value ($000) $5 Shares 140 Est. Cost $28.57 Unrealized
HUANENG POWER INTERNATIONAL INC 0.0%
Value ($000) $5 Shares 125 Est. Cost $40.00 Unrealized
AXAHY AXA - SPONS ADR 0.0%
Value ($000) $5 Shares 200 Est. Cost $25.00 Unrealized
EATON VANCE TAX-MANAGED BUY-WRITE INCOME FUND 0.0%
Value ($000) $5 Shares 350 Est. Cost $14.29 Unrealized
CST BRANDS INC 0.0%
Value ($000) $5 Shares 132 Est. Cost $31.80 Unrealized
META FACEBOOK INC 0.0%
Value ($000) $5 Shares 59 Est. Cost $61.09 Unrealized +19.3%
VARIAN MEDICAL SYSTEMS, INC. 0.0%
Value ($000) $5 Shares 66 Est. Cost $75.76 Unrealized
LAFARGE S.A. - SPONSORED ADR 0.0%
Value ($000) $5 Shares 275 Est. Cost $14.55 Unrealized
CRM SALESFORCE.COM INC. 0.0%
Value ($000) $5 Shares 92 Est. Cost $40.78 Unrealized +36.5%
SWDBY SWEDBANK AB-ADR 0.0%
Value ($000) $5 Shares 200 Est. Cost $25.00 Unrealized
KRC KILROY REALTY CORP 0.0%
Value ($000) $5 Shares 82 Est. Cost $60.98 Unrealized
NMR NOMURA HOLDINGS INC ADR 0.0%
Value ($000) $4 Shares 750 Est. Cost $6.67 Unrealized
HOME RETAIL GROUP-SPON ADR 0.0%
Value ($000) $4 Shares 350 Est. Cost $11.43 Unrealized
BLACKHAWK NETWORK HOLDINGS INC 0.0%
Value ($000) $4 Shares 137 Est. Cost $29.20 Unrealized
SAP SAP SE 0.0%
Value ($000) $4 Shares 50 Est. Cost $74.29 Unrealized
TIME WARNER CABLE INC 0.0%
Value ($000) $4 Shares 25 Est. Cost $120.00 Unrealized
SKHSY SEKISUI HOUSE - SPONS ADR 0.0%
Value ($000) $4 Shares 350 Est. Cost $14.29 Unrealized
JBAXY JULIUS BAER GROUP LTD-UN ADR 0.0%
Value ($000) $4 Shares 450 Est. Cost $8.89 Unrealized
DISCOVERY COMMUNICATIONS INC 0.0%
Value ($000) $4 Shares 100 Est. Cost $80.00 Unrealized
GRAN TIERRA ENERGY INC 0.0%
Value ($000) $4 Shares 650 Est. Cost $7.93 Unrealized
DISCOVERY COMMUNICATIONS INC-C 0.0%
Value ($000) $4 Shares 100 Est. Cost $40.00 Unrealized
PUTNAM MASTER INTERMEDIATE INCOME TRUST I 0.0%
Value ($000) $4 Shares 736 Est. Cost $5.43 Unrealized
CE CELANESE CORPORATION-SER A 0.0%
Value ($000) $4 Shares 75 Est. Cost $49.55 Unrealized 0.0%
RIO RIO TINTO PLC - SPON ADR 0.0%
Value ($000) $4 Shares 90 Est. Cost $55.56 Unrealized
ETR ENTERGY CORPORATION NEW 0.0%
Value ($000) $4 Shares 52 Est. Cost $20.57 Unrealized +17.0%
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
BHP BHP BILLITON LTD-SPON ADR 0.0%
Value ($000) $3 Shares 47 Est. Cost $63.83 Unrealized
SEARS HOLDING CORPORATION 0.0%
Value ($000) $3 Shares 125 Est. Cost $40.00 Unrealized
TDTF FLEXSHARES 5-YEAR TARGET DURATION TIPS INDEX 0.0%
Value ($000) $3 Shares 132 Est. Cost $22.73 Unrealized
CIG COMPANHIA ENERGETICA DE MINAS GERAIS 0.0%
Value ($000) $3 Shares 450 Est. Cost $6.67 Unrealized
TDTT FLEXSHARES IBOXX 3-YEAR TARGET DURATION TIPS 0.0%
Value ($000) $3 Shares 136 Est. Cost $22.06 Unrealized
AMAT APPLIED MATERIALS INC 0.0%
Value ($000) $2 Shares 100 Est. Cost $12.22 Unrealized +56.9%
MALLINCKRODT PLC 0.0%
Value ($000) $2 Shares 17 Est. Cost $58.82 Unrealized
LE LANDS END INC 0.0%
Value ($000) $2 Shares 37 Est. Cost $28.56 Unrealized +29.5%
EL ESTEE LAUDER COMPANIES INC CL A 0.0%
Value ($000) $2 Shares 32 Est. Cost $63.41 Unrealized +2.7%
SWKS SKYWORKS SOLUTIONS INC 0.0%
Value ($000) $2 Shares 39 Est. Cost $33.70 Unrealized +26.9%
NRG NRG ENERGY INC 0.0%
Value ($000) $1 Shares 18 Est. Cost $21.58 Unrealized +12.5%
SEVENTY SEVEN ENERGY INC 0.0%
Value ($000) $1 Shares 35 Est. Cost $28.57 Unrealized
DNOW NOW INC 0.0%
Value ($000) $1 Shares 23 Est. Cost $33.70 Unrealized -2.8%
KINDER MORGAN INC 02/15/2017 WARRANTS 0.0%
Value ($000) $1 Shares 236 Est. Cost $3.76 Unrealized
TDC TERADATA CORPORATION 0.0%
Value ($000) $1 Shares 12 Est. Cost $53.87 Unrealized -20.1%
TORTOISE ENERGY INFRASTR 4.375 PFD 0.0%
Value ($000) $1 Shares 120 Est. Cost $8.33 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
PTLAX PIMCO LOW DURATION FUND CL A 0.0%
Value ($000) $0 Shares 1 Est. Cost $10.55 Unrealized
DME INTERACTIVE HOLDINGS INC 0.0%
Value ($000) $0 Shares 10 Est. Cost Unrealized
ESC DWS RREEF REAL ESTATE II 0.0%
Value ($000) $0 Shares 3,800 Est. Cost Unrealized
UND 1/85,300 INTEREST IN 1 MEMBERSHIP SHARE 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
NET LEASE PRIVATE REIT V-A, INC 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
NET LEASE PRIVATE REIT VII-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 +9.4%
SAN MARCOS 197 ACRE ASSOCIATES, LLC 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
MEDCOM USA INC 0.0%
Value ($000) $0 Shares 10,000 Est. Cost Unrealized
TIME INC 0.0%
Value ($000) $0 Shares 12 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
ELGT ELECTRIC & GAS TECHNOLOGY INC 0.0%
Value ($000) $0 Shares 1,125 Est. Cost Unrealized
FAIRPOINT COMMUNICATIONS INC 0.0%
Value ($000) $0 Shares 5 Est. Cost Unrealized
ROYAL BAKING CO. 0.0%
Value ($000) $0 Shares 390 Est. Cost Unrealized