MOTCO Diversified Active

CIK: 0001306333 · Show all filings

Period: Q4 2015 (← Previous) (Next →)

Filing Date: Feb 4, 2016

Total Value ($000): $843,676 (100.0% shares, 0.0% debt)

Holdings (503)

BROADWAY BANCSHARES INC TEX COM 5.6%
Value ($000) $47,511 Shares 230,202 Est. Cost $193.28 Unrealized
MINIX MFS INTERNATIONAL VALUE 5.2%
Value ($000) $44,038 Shares 1,232,877 Est. Cost $35.61 Unrealized
BROADWAY BANCSHARES INC TEX COM 4.9%
Value ($000) $41,309 Shares 200,150 Est. Cost $193.28 Unrealized
OPPENHEIMER INTERNATIONAL GROWTH FUND 4.5%
Value ($000) $37,597 Shares 1,047,565 Est. Cost $36.55 Unrealized
VASVX VANGUARD SELECTED VALUE FUND 2.5%
Value ($000) $21,386 Shares 827,306 Est. Cost $25.33 Unrealized
ABSOLUTE STRATEGIES FUND CL I 1.9%
Value ($000) $15,698 Shares 1,555,852 Est. Cost $11.14 Unrealized
PFORX PIMCO FOREIGN BOND FUND 1.7%
Value ($000) $14,301 Shares 1,443,071 Est. Cost $10.87 Unrealized
EIIMX EATON VANCE DIVERSIFIED CURRENCY INCOME FD 1.6%
Value ($000) $13,192 Shares 1,475,637 Est. Cost $10.42 Unrealized
OPPENHEIMER DEVELOPING MARKETS FD CL I 1.4%
Value ($000) $12,182 Shares 406,331 Est. Cost $34.55 Unrealized
NEUBERGER BERMAN ABSOLUTE RETURN MULTI MNGR 1.4%
Value ($000) $11,807 Shares 1,164,411 Est. Cost $11.11 Unrealized
VWEAX VANGUARD HIGH YIELD CORPORATE FUND 1.4%
Value ($000) $11,643 Shares 2,101,543 Est. Cost $5.97 Unrealized
ABEMX ABERDEEN EMERGING MARKETS INST 1.4%
Value ($000) $11,612 Shares 1,022,152 Est. Cost $14.21 Unrealized
AEPFX AMERICAN EUROPACIFIC GROWTH FUND F2 1.4%
Value ($000) $11,516 Shares 254,499 Est. Cost $42.10 Unrealized
T AT&T INC. 1.3%
Value ($000) $10,742 Shares 312,174 Est. Cost $11.48 Unrealized +8.3%
XOM EXXON MOBIL CORPORATION 1.2%
Value ($000) $10,329 Shares 132,511 Est. Cost $53.56 Unrealized -4.0%
361 CAPITAL MANAGED FUTURES STRATEGY 1.2%
Value ($000) $10,304 Shares 924,896 Est. Cost $11.97 Unrealized
AAPL APPLE INC. 1.1%
Value ($000) $9,553 Shares 90,754 Est. Cost $17.99 Unrealized +43.0%
JNJ JOHNSON & JOHNSON 1.1%
Value ($000) $9,384 Shares 91,363 Est. Cost $60.18 Unrealized +26.2%
LSSCX LOOMIS SAYLES SMALL CAP VALUE FUND 1.1%
Value ($000) $9,321 Shares 311,311 Est. Cost $34.43 Unrealized
GLD SPDR GOLD TRUST 1.1%
Value ($000) $9,217 Shares 90,845 Est. Cost $118.95 Unrealized
MCD MCDONALDS CORP. 1.0%
Value ($000) $8,617 Shares 72,938 Est. Cost $71.92 Unrealized +21.3%
MDY SPDR S&P MIDCAP 400 ETF TRUST 1.0%
Value ($000) $8,188 Shares 32,232 Est. Cost $210.09 Unrealized
BLACKROCK INC 0.9%
Value ($000) $7,981 Shares 23,438 Est. Cost $269.30 Unrealized
NVS NOVARTIS AG-ADR 0.9%
Value ($000) $7,973 Shares 92,670 Est. Cost $71.78 Unrealized
PG PROCTER & GAMBLE CO. 0.9%
Value ($000) $7,678 Shares 96,687 Est. Cost $55.54 Unrealized +4.3%
UNITED TECHNOLOGIES INC 0.9%
Value ($000) $7,508 Shares 78,147 Est. Cost $94.51 Unrealized
IVFIX FEDERATED INTL STRATEGIC VALUE DIVIDEND 0.9%
Value ($000) $7,349 Shares 2,093,797 Est. Cost $3.94 Unrealized
CSCO CISCO SYSTEMS INC 0.9%
Value ($000) $7,194 Shares 264,953 Est. Cost $16.98 Unrealized +18.7%
VTIP VANGUARD S/T INFLATION-PROTECTED SEC INDEX FD 0.9%
Value ($000) $7,188 Shares 148,655 Est. Cost $49.14 Unrealized
CVX CHEVRON CORPORATION 0.8%
Value ($000) $7,067 Shares 78,562 Est. Cost $70.32 Unrealized -16.9%
NSRGY NESTLE SA-SPONS ADR 0.8%
Value ($000) $6,837 Shares 91,792 Est. Cost $66.86 Unrealized
FIHBX FEDERATED INSTITUTIONAL HIGH YIELD BOND CL F 0.8%
Value ($000) $6,810 Shares 749,182 Est. Cost $10.02 Unrealized
TAREX THIRD AVENUE REAL ESTATE VALUE FUND 0.8%
Value ($000) $6,795 Shares 236,506 Est. Cost $27.48 Unrealized
GIS GENERAL MILLS INC 0.8%
Value ($000) $6,793 Shares 117,824 Est. Cost $32.25 Unrealized +25.5%
VMLUX VANGUARD LIMITED TERM TAX EXEMPT ADMIRAL SHS 0.8%
Value ($000) $6,693 Shares 607,389 Est. Cost $11.02 Unrealized
NKE NIKE INC - CLASS B 0.8%
Value ($000) $6,649 Shares 106,372 Est. Cost $40.78 Unrealized +38.9%
MET METLIFE INC 0.8%
Value ($000) $6,347 Shares 131,666 Est. Cost $26.77 Unrealized +16.5%
EMR EMERSON ELECTRIC COMPANY 0.7%
Value ($000) $6,312 Shares 131,978 Est. Cost $40.65 Unrealized -10.2%
TMO THERMO FISHER SCIENTIFIC INC 0.7%
Value ($000) $6,289 Shares 44,337 Est. Cost $82.38 Unrealized +57.2%
PM PHILIP MORRIS INTERNATIONAL INC 0.7%
Value ($000) $6,083 Shares 69,198 Est. Cost $49.46 Unrealized +5.7%
TFEQX TEMPLETON FOREIGN EQUITY SERIES PRIMARY SHS 0.7%
Value ($000) $5,945 Shares 312,108 Est. Cost $19.95 Unrealized
DIS WALT DISNEY COMPANY 0.7%
Value ($000) $5,927 Shares 56,403 Est. Cost $56.21 Unrealized +81.9%
XBI SPDR S&P BIOTECH ETF 0.7%
Value ($000) $5,754 Shares 81,958 Est. Cost $78.57 Unrealized
GOOGL ALPHABET INC CL A 0.7%
Value ($000) $5,708 Shares 7,337 Est. Cost $36.73 Unrealized 0.0%
PPL PPL CORP COM 0.7%
Value ($000) $5,601 Shares 164,108 Est. Cost $16.78 Unrealized +27.9%
OXY OCCIDENTAL PETROLEUM CORP. 0.6%
Value ($000) $5,448 Shares 80,568 Est. Cost $55.15 Unrealized -3.1%
AQUA AMERICA INC. 0.6%
Value ($000) $5,328 Shares 178,778 Est. Cost $26.69 Unrealized
APH AMPHENOL CORP - CLASS A 0.6%
Value ($000) $5,298 Shares 101,443 Est. Cost $10.01 Unrealized +21.2%
JPM JPMORGAN CHASE & CO 0.6%
Value ($000) $5,265 Shares 79,736 Est. Cost $36.55 Unrealized +35.9%
BRK/B BERKSHIRE HATHAWAY INC-CL B 0.6%
Value ($000) $5,231 Shares 39,621 Est. Cost $110.66 Unrealized +21.3%
VFC VF CORPORATION 0.6%
Value ($000) $5,216 Shares 83,786 Est. Cost $49.20 Unrealized +26.9%
MO ALTRIA GROUP INC. 0.6%
Value ($000) $5,090 Shares 87,456 Est. Cost $16.40 Unrealized +79.7%
ACN ACCENTURE PLC 0.6%
Value ($000) $5,073 Shares 48,542 Est. Cost $63.98 Unrealized +40.6%
PPG PPG INDUSTRIES INC 0.6%
Value ($000) $5,009 Shares 50,691 Est. Cost $76.22 Unrealized +10.3%
NFFFX AMERICAN NEW WORLD FUND F2 0.6%
Value ($000) $4,917 Shares 98,571 Est. Cost $53.11 Unrealized
MSFT MICROSOFT CORPORATION 0.6%
Value ($000) $4,900 Shares 88,322 Est. Cost $28.45 Unrealized +61.4%
QCOM QUALCOMM INC 0.6%
Value ($000) $4,899 Shares 98,015 Est. Cost $43.91 Unrealized -8.9%
ROST ROSS STORES INC 0.6%
Value ($000) $4,839 Shares 89,932 Est. Cost $38.38 Unrealized +20.5%
CMI CUMMINS INC 0.6%
Value ($000) $4,790 Shares 54,430 Est. Cost $91.91 Unrealized -17.5%
CERNER CORPORATION 0.6%
Value ($000) $4,721 Shares 78,458 Est. Cost $60.06 Unrealized
VBIRX VANGUARD S/T BOND INDEX FD ADMIRAL SHARES 0.6%
Value ($000) $4,700 Shares 450,636 Est. Cost $10.45 Unrealized
ORCL ORACLE CORPORATION 0.6%
Value ($000) $4,673 Shares 127,909 Est. Cost $27.89 Unrealized +17.7%
PNC PNC FINANCIAL SERVICES GROUP, INC. 0.5%
Value ($000) $4,589 Shares 48,158 Est. Cost $47.97 Unrealized +40.1%
TRV THE TRAVELERS COMPANIES, INC 0.5%
Value ($000) $4,488 Shares 39,766 Est. Cost $81.22 Unrealized +9.4%
CVS CVS HEALTH CORPORATION 0.5%
Value ($000) $4,412 Shares 45,128 Est. Cost $41.53 Unrealized +74.8%
COST COSTCO WHOLESALE CORP. 0.5%
Value ($000) $4,371 Shares 27,065 Est. Cost $86.86 Unrealized +52.9%
CHKP CHECK POINT SOFTWARE TECH 0.5%
Value ($000) $4,342 Shares 53,360 Est. Cost $84.34 Unrealized -1.7%
INTC INTEL CORPORATION 0.5%
Value ($000) $4,158 Shares 120,702 Est. Cost $18.58 Unrealized +43.4%
ADP AUTOMATIC DATA PROCESSING 0.5%
Value ($000) $4,079 Shares 48,145 Est. Cost $46.42 Unrealized +48.9%
GENERAL ELECTRIC COMPANY 0.5%
Value ($000) $4,064 Shares 130,437 Est. Cost $24.23 Unrealized
LABORATORY CORPORATION OF AMERICA HOLDINGS 0.5%
Value ($000) $4,051 Shares 32,762 Est. Cost $122.73 Unrealized
VZ VERIZON COMMUNICATIONS 0.5%
Value ($000) $4,031 Shares 87,226 Est. Cost $27.11 Unrealized -0.7%
CSX CSX CORP. 0.5%
Value ($000) $3,989 Shares 153,704 Est. Cost $6.84 Unrealized +14.0%
PDRDX PRINCIPAL DIVERSIFIED REAL ASSET INST 0.5%
Value ($000) $3,858 Shares 368,502 Est. Cost $12.06 Unrealized
MONSANTO CO. 0.5%
Value ($000) $3,823 Shares 38,807 Est. Cost $100.49 Unrealized
TROW T ROWE PRICE GROUP INC 0.5%
Value ($000) $3,811 Shares 53,311 Est. Cost $54.09 Unrealized -5.9%
KMB KIMBERLY CLARK CORP 0.4%
Value ($000) $3,772 Shares 29,630 Est. Cost $64.86 Unrealized +31.1%
DE DEERE & COMPANY 0.4%
Value ($000) $3,671 Shares 48,132 Est. Cost $68.12 Unrealized -4.5%
TGT TARGET CORP 0.4%
Value ($000) $3,615 Shares 49,793 Est. Cost $42.81 Unrealized +29.1%
PEP PEPSICO INC. 0.4%
Value ($000) $3,589 Shares 35,918 Est. Cost $56.93 Unrealized +29.1%
RHHBY ROCHE HOLDINGS LTD-SPONS ADR 0.4%
Value ($000) $3,572 Shares 103,489 Est. Cost $48.62 Unrealized
SLB SCHLUMBERGER LIMITED 0.4%
Value ($000) $3,540 Shares 50,756 Est. Cost $53.85 Unrealized +4.2%
PFE PFIZER INC 0.4%
Value ($000) $3,468 Shares 107,427 Est. Cost $16.95 Unrealized +20.2%
NEE NEXTERA ENERGY 0.4%
Value ($000) $3,463 Shares 33,335 Est. Cost $14.68 Unrealized +32.8%
HAS HASBRO, INC. 0.4%
Value ($000) $3,383 Shares 50,220 Est. Cost $31.12 Unrealized +68.3%
VWIUX VANGUARD INTER TERM T/EXEMPT ADMIRAL SHARES 0.4%
Value ($000) $3,347 Shares 234,693 Est. Cost $13.90 Unrealized
EMC CORP/MASS 0.4%
Value ($000) $3,298 Shares 128,428 Est. Cost $23.99 Unrealized
WFC WELLS FARGO & CO NEW 0.4%
Value ($000) $3,200 Shares 58,862 Est. Cost $38.40 Unrealized +6.4%
VBTLX VANGUARD TOTAL BOND MKT INDEX #584-ADM SH 0.4%
Value ($000) $3,184 Shares 299,257 Est. Cost $10.71 Unrealized
EOG EOG RESOURCES INC 0.4%
Value ($000) $3,176 Shares 44,857 Est. Cost $66.18 Unrealized -9.6%
AEP AMERICAN ELECTRIC POWER COMPANY 0.4%
Value ($000) $3,155 Shares 54,138 Est. Cost $38.13 Unrealized +4.0%
WSM WILLIAMS SONOMA INC 0.4%
Value ($000) $3,138 Shares 53,721 Est. Cost $31.49 Unrealized -14.7%
JPMORGAN ALERIAN MLP INDEX ETN 0.4%
Value ($000) $3,129 Shares 108,015 Est. Cost $46.85 Unrealized
GPC GENUINE PARTS CO. 0.4%
Value ($000) $3,103 Shares 36,118 Est. Cost $55.32 Unrealized +17.9%
SO SOUTHERN CO. 0.4%
Value ($000) $3,072 Shares 65,657 Est. Cost $27.21 Unrealized +8.9%
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.4%
Value ($000) $3,033 Shares 39,003 Est. Cost $67.19 Unrealized
SLF SUN LIFE FINANCIAL INC 0.3%
Value ($000) $2,928 Shares 93,815 Est. Cost $29.10 Unrealized +13.4%
MRK MERCK & CO INC 0.3%
Value ($000) $2,924 Shares 55,341 Est. Cost $31.30 Unrealized +17.5%
UNILEVER PLC-SPONS ADR 0.3%
Value ($000) $2,793 Shares 64,764 Est. Cost $40.85 Unrealized
CA INC. 0.3%
Value ($000) $2,780 Shares 97,318 Est. Cost $28.78 Unrealized
SNY SANOFI-AVENTIS - ADR 0.3%
Value ($000) $2,698 Shares 63,254 Est. Cost $46.46 Unrealized
VGSLX VANGUARD REIT INDEX FUND ADMIRAL SHARES 0.3%
Value ($000) $2,625 Shares 23,231 Est. Cost $110.17 Unrealized
USATX USAA TAX EXEMPT INTERMEDIATE TERM FUND 0.3%
Value ($000) $2,362 Shares 174,677 Est. Cost $13.33 Unrealized
WMT WAL-MART STORES INC. 0.3%
Value ($000) $2,359 Shares 38,474 Est. Cost $16.79 Unrealized -1.0%
IBM IBM 0.3%
Value ($000) $2,226 Shares 16,174 Est. Cost $116.56 Unrealized -24.9%
VEIRX VANGUARD EQUITY INCOME FUND ADMIRAL SHARES 0.3%
Value ($000) $2,195 Shares 35,429 Est. Cost $59.09 Unrealized
COP CONOCOPHILLIPS 0.2%
Value ($000) $2,102 Shares 45,025 Est. Cost $41.86 Unrealized -8.3%
ADI ANALOG DEVICES INC 0.2%
Value ($000) $2,086 Shares 37,707 Est. Cost $42.20 Unrealized +13.9%
UBS ETRACS ALERIAN MLP INFRASTRUCTURE INDEX 0.2%
Value ($000) $2,028 Shares 77,531 Est. Cost $26.97 Unrealized
EFA ISHARES MSCI EAFE ETF 0.2%
Value ($000) $1,894 Shares 32,250 Est. Cost $57.67 Unrealized
CREDIT SUISSE X-LINKS CUSHING MLP 0.2%
Value ($000) $1,820 Shares 97,827 Est. Cost $29.85 Unrealized
UPS UNITED PARCEL SERVICE 0.2%
Value ($000) $1,791 Shares 18,613 Est. Cost $70.44 Unrealized +0.3%
BMY BRISTOL MYERS SQUIBB 0.2%
Value ($000) $1,783 Shares 25,920 Est. Cost $28.73 Unrealized +62.5%
VEXRX VANGUARD EXPLORER FUND ADMIRAL SHARES 0.2%
Value ($000) $1,776 Shares 23,753 Est. Cost $85.72 Unrealized
SPECTRA ENERGY CORPORATION 0.2%
Value ($000) $1,764 Shares 73,678 Est. Cost $34.39 Unrealized
VFIAX VANGUARD 500 INDEX FUND ADMIRAL SHS #540 0.2%
Value ($000) $1,696 Shares 8,996 Est. Cost $180.48 Unrealized
PRGFX T ROWE PRICE GROWTH STOCK FUND 0.2%
Value ($000) $1,659 Shares 30,913 Est. Cost $47.23 Unrealized
TGVIX THORNBURG INTERNATIONAL VALUE FUND CL I 0.2%
Value ($000) $1,655 Shares 66,940 Est. Cost $28.34 Unrealized
VUG VANGUARD GROWTH ETF 0.2%
Value ($000) $1,557 Shares 14,629 Est. Cost $78.15 Unrealized
VWO VANGUARD FTSE EMERGING MARKET ETF 0.2%
Value ($000) $1,474 Shares 45,084 Est. Cost $33.30 Unrealized
SPY SPDR S&P 500 ETF TRUST 0.2%
Value ($000) $1,393 Shares 6,834 Est. Cost $169.19 Unrealized
DODGX DODGE & COX STOCK FUND 0.2%
Value ($000) $1,369 Shares 8,416 Est. Cost $143.86 Unrealized
LLY ELI LILLY & CO 0.2%
Value ($000) $1,314 Shares 15,601 Est. Cost $42.67 Unrealized +63.4%
SPOKE HOLLOW RANCH INC 0.2%
Value ($000) $1,295 Shares 621,939 Est. Cost $1.96 Unrealized
BROADWAY BANCSHARES INC TEX COM 0.1%
Value ($000) $1,259 Shares 6,102 Est. Cost $193.22 Unrealized
DTH WISDOMTREE INTERNATIONAL HIGH DIVIDEND FUND 0.1%
Value ($000) $1,245 Shares 32,986 Est. Cost $44.55 Unrealized
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST 0.1%
Value ($000) $1,219 Shares 7,005 Est. Cost $150.75 Unrealized
VWALX VANGUARD HIGH YIELD TAX EXEMPT ADMIRAL SHARES 0.1%
Value ($000) $1,217 Shares 107,458 Est. Cost $11.33 Unrealized
ISHARES GOLD TRUST 0.1%
Value ($000) $1,174 Shares 114,815 Est. Cost $11.24 Unrealized
MMM 3M CO 0.1%
Value ($000) $1,117 Shares 7,417 Est. Cost $67.94 Unrealized +35.6%
PYPL PAYPAL HOLDINGS INC 0.1%
Value ($000) $1,065 Shares 29,411 Est. Cost $35.20 Unrealized 0.0%
VTSAX VANGUARD TOTAL STOCK MARKET INDEX- ADMIRAL 0.1%
Value ($000) $1,025 Shares 20,176 Est. Cost $49.37 Unrealized
VFIJX VANGUARD GNMA FUND ADMIRAL SHARES 0.1%
Value ($000) $948 Shares 88,900 Est. Cost $10.48 Unrealized
GOOG ALPHABET INC CL C 0.1%
Value ($000) $929 Shares 1,225 Est. Cost $35.61 Unrealized 0.0%
DWGHX AMERICAN FUNDS DEVELOPING WORLD G&I F2 0.1%
Value ($000) $921 Shares 109,409 Est. Cost $10.47 Unrealized
PRSGX T ROWE PRICE SPECTRUM GROWTH 0.1%
Value ($000) $909 Shares 43,471 Est. Cost $21.86 Unrealized
CL COLGATE-PALMOLIVE COMPANY 0.1%
Value ($000) $905 Shares 13,587 Est. Cost $44.39 Unrealized +18.4%
PSA PUBLIC STORAGE 0.1%
Value ($000) $753 Shares 3,039 Est. Cost $101.14 Unrealized +55.0%
AMGIX AMERICAN CENTURY INCOME & GROWTH FUND 0.1%
Value ($000) $738 Shares 22,537 Est. Cost $32.01 Unrealized
USSTX USAA TAX EXEMPT SHORT TERM FUND 0.1%
Value ($000) $718 Shares 67,812 Est. Cost $10.71 Unrealized
PCLIX PIMCO COMMODITIES PLUS STRATEGY INST 0.1%
Value ($000) $717 Shares 132,397 Est. Cost $7.70 Unrealized
SPG SIMON PPTY GROUP (PREV SIMON DEBARTOLO GRP) 0.1%
Value ($000) $689 Shares 3,541 Est. Cost $89.83 Unrealized +29.0%
CSRSX COHEN & STEERS REALTY SHARES 0.1%
Value ($000) $665 Shares 9,425 Est. Cost $66.87 Unrealized
AGL RESOURCES INC. 0.1%
Value ($000) $552 Shares 8,650 Est. Cost $44.21 Unrealized
ANWFX AMERICAN NEW PERSPECTIVE FUND F2 0.1%
Value ($000) $505 Shares 14,064 Est. Cost $33.70 Unrealized
BURKE & HERBERT BANK & TRUST 0.1%
Value ($000) $503 Shares 248 Est. Cost $2170.07 Unrealized
SECURITY STATE BANK - FARWELL, TX 0.1%
Value ($000) $503 Shares 161 Est. Cost $1502.02 Unrealized
D DOMINION RES INC VA NEW COM 0.1%
Value ($000) $494 Shares 7,294 Est. Cost $35.44 Unrealized +25.8%
AME AMETEK INC (NEW) 0.1%
Value ($000) $490 Shares 9,150 Est. Cost $38.40 Unrealized +33.4%
KO COCA COLA CO. 0.1%
Value ($000) $488 Shares 11,359 Est. Cost $28.12 Unrealized +9.7%
PRFDX T ROWE PRICE EQUITY INCOME FUND 0.1%
Value ($000) $483 Shares 16,969 Est. Cost $31.33 Unrealized
EQR EQUITY RESIDENTIAL 0.1%
Value ($000) $481 Shares 5,901 Est. Cost $35.26 Unrealized +32.7%
SKT TANGER FACTORY OUTLET CENTER 0.1%
Value ($000) $459 Shares 14,039 Est. Cost $33.15 Unrealized
BXP BOSTON PROPERTIES, INC 0.1%
Value ($000) $443 Shares 3,472 Est. Cost $68.80 Unrealized +19.3%
CLX CLOROX COMPANY 0.1%
Value ($000) $442 Shares 3,487 Est. Cost $62.06 Unrealized +50.3%
VPMAX VANGUARD PRIMECAP FUND ADMIRAL SHARES 0.0%
Value ($000) $418 Shares 4,052 Est. Cost $86.46 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $391 Shares 4,587 Est. Cost $85.05 Unrealized
DLR DIGITAL REALTY TRUST INC 0.0%
Value ($000) $369 Shares 4,877 Est. Cost $44.63 Unrealized +13.0%
TRMCX T ROWE PRICE MIDCAP VALUE FUND 0.0%
Value ($000) $346 Shares 13,869 Est. Cost $27.56 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR ETF 0.0%
Value ($000) $341 Shares 14,313 Est. Cost $20.43 Unrealized
IJR ISHARES CORE S&P SMALL CAP ETF 0.0%
Value ($000) $335 Shares 3,048 Est. Cost $95.72 Unrealized
ABBV ABBVIE INC 0.0%
Value ($000) $328 Shares 5,545 Est. Cost $29.00 Unrealized +30.9%
VNO VORNADO REALTY TRUST 0.0%
Value ($000) $315 Shares 3,154 Est. Cost $95.95 Unrealized
E.I. DUPONT DE NEMOURS & CO 0.0%
Value ($000) $309 Shares 4,635 Est. Cost $53.93 Unrealized
SBR SABINE ROYALTY TRUST 0.0%
Value ($000) $305 Shares 11,600 Est. Cost $51.65 Unrealized
KMI KINDER MORGAN INC 0.0%
Value ($000) $285 Shares 19,084 Est. Cost $20.30 Unrealized -29.6%
AMT AMERICAN TOWER CORP 0.0%
Value ($000) $267 Shares 2,751 Est. Cost $74.17 Unrealized +2.4%
RACKSPACE HOSTING INC 0.0%
Value ($000) $264 Shares 10,423 Est. Cost $37.87 Unrealized
IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF 0.0%
Value ($000) $253 Shares 2,039 Est. Cost $97.00 Unrealized
DVY ISHARES SELECT DIVIDEND ETF 0.0%
Value ($000) $238 Shares 3,163 Est. Cost $64.99 Unrealized
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $225 Shares 3,500 Est. Cost $39.12 Unrealized +14.0%
VWSUX VANGUARD SHORT TERM TAX EXEMPT ADMIRAL SHS 0.0%
Value ($000) $220 Shares 13,920 Est. Cost $15.84 Unrealized
USGNX USAA GOVERNMENT SECURITIES FUND 0.0%
Value ($000) $216 Shares 21,924 Est. Cost $10.00 Unrealized
DEM WISDOM TREE EMERGING MARKETS HIGH DIVIDEND FD 0.0%
Value ($000) $210 Shares 6,646 Est. Cost $48.43 Unrealized
VTR VENTAS INC 0.0%
Value ($000) $205 Shares 3,626 Est. Cost $46.70 Unrealized -25.2%
AEE AMEREN CORP 0.0%
Value ($000) $196 Shares 4,536 Est. Cost $23.45 Unrealized +36.9%
USTEX USAA TAX EXEMPT LONG TERM FUND 0.0%
Value ($000) $196 Shares 14,335 Est. Cost $13.34 Unrealized
XEL XCEL ENERGY, INC. 0.0%
Value ($000) $195 Shares 5,430 Est. Cost $22.34 Unrealized +16.5%
CHUBB CORPORATION 0.0%
Value ($000) $195 Shares 1,470 Est. Cost $95.60 Unrealized
HCP INC TRUST 0.0%
Value ($000) $194 Shares 5,064 Est. Cost $44.38 Unrealized
PRHYX T ROWE PRICE HIGH YIELD FUND 0.0%
Value ($000) $190 Shares 30,875 Est. Cost $6.94 Unrealized
DOW CHEMICAL COMPANY 0.0%
Value ($000) $189 Shares 3,670 Est. Cost $42.29 Unrealized
MCK MCKESSON CORPORATION 0.0%
Value ($000) $187 Shares 947 Est. Cost $211.25 Unrealized -17.4%
DODIX DODGE & COX INCOME FUND 0.0%
Value ($000) $185 Shares 13,890 Est. Cost $13.66 Unrealized
PRITX T ROWE PRICE INTERNATIONAL STOCK FUND 0.0%
Value ($000) $180 Shares 11,760 Est. Cost $15.15 Unrealized
IWR ISHARES RUSSELL MID-CAP ETF 0.0%
Value ($000) $177 Shares 1,106 Est. Cost $129.42 Unrealized
LOW LOWE'S COS. INC. 0.0%
Value ($000) $173 Shares 2,280 Est. Cost $43.77 Unrealized +41.0%
FBIN FORTUNE BRANDS HOME & SECURITY INC 0.0%
Value ($000) $171 Shares 3,080 Est. Cost $27.93 Unrealized +40.1%
VWNAX VANGUARD WINDSOR II FUND ADMIRAL SHS 0.0%
Value ($000) $166 Shares 2,794 Est. Cost $68.47 Unrealized
DUK DUKE ENERGY CORP 0.0%
Value ($000) $157 Shares 2,189 Est. Cost $43.29 Unrealized +7.1%
USAIX USAA INCOME FUND 0.0%
Value ($000) $155 Shares 12,280 Est. Cost $13.14 Unrealized
OGE OGE ENERGY CORP 0.0%
Value ($000) $154 Shares 5,865 Est. Cost $29.15 Unrealized -7.9%
PRNEX T ROWE PRICE NEW ERA FUND 0.0%
Value ($000) $154 Shares 5,630 Est. Cost $46.98 Unrealized
EXPRESS SCRIPTS HOLDING COMPANY 0.0%
Value ($000) $148 Shares 1,688 Est. Cost $61.95 Unrealized
IJH ISHARES CORE S&P MID-CAP ETF 0.0%
Value ($000) $147 Shares 1,054 Est. Cost $136.53 Unrealized
VLO VALERO ENERGY NEW 0.0%
Value ($000) $142 Shares 2,004 Est. Cost $30.52 Unrealized +49.1%
VNQ VANGUARD REIT ETF 0.0%
Value ($000) $139 Shares 1,749 Est. Cost $69.53 Unrealized
DHR DANAHER CORP DEL COM 0.0%
Value ($000) $138 Shares 1,484 Est. Cost $28.56 Unrealized +33.8%
MUTHX FRANKLIN MUTUAL SHARES FUND CL Z 0.0%
Value ($000) $135 Shares 5,194 Est. Cost $25.30 Unrealized
FPURX FIDELITY PURITAN FUND 0.0%
Value ($000) $135 Shares 6,639 Est. Cost $20.70 Unrealized
UNP UNION PACIFIC CORPORATION 0.0%
Value ($000) $134 Shares 1,710 Est. Cost $69.80 Unrealized -2.2%
IJJ ISHARES S&P MID-CAP 400 VALUE ETF 0.0%
Value ($000) $127 Shares 1,082 Est. Cost $101.66 Unrealized
TEPLX TEMPLETON GROWTH FUND, INC. 0.0%
Value ($000) $123 Shares 5,631 Est. Cost $26.30 Unrealized
PEG PUBLIC SERVICE ENTERPRISE GROUP INC. 0.0%
Value ($000) $123 Shares 3,168 Est. Cost $21.73 Unrealized +29.7%
HACAX HARBOR CAPITAL APPRECIATION FUND - INST 0.0%
Value ($000) $121 Shares 1,990 Est. Cost $53.38 Unrealized
WIP SPDR DB INTL GOV INFL-PROT ETF 0.0%
Value ($000) $119 Shares 2,370 Est. Cost $62.03 Unrealized
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FD 0.0%
Value ($000) $115 Shares 1,466 Est. Cost $57.49 Unrealized
HAL HALLIBURTON CO 0.0%
Value ($000) $111 Shares 3,264 Est. Cost $32.70 Unrealized -5.3%
PSX PHILLIPS 66 0.0%
Value ($000) $106 Shares 1,301 Est. Cost $48.00 Unrealized +23.1%
HD HOME DEPOT INC 0.0%
Value ($000) $105 Shares 790 Est. Cost $68.48 Unrealized +46.0%
LSGBX LOOMIS SAYLES GLOBAL BOND FUND 0.0%
Value ($000) $104 Shares 6,951 Est. Cost $16.31 Unrealized
BAC BANK OF AMERICA CORP 0.0%
Value ($000) $103 Shares 6,121 Est. Cost $11.77 Unrealized +15.1%
FCNTX FIDELITY CONTRA FUND 0.0%
Value ($000) $102 Shares 1,028 Est. Cost $101.20 Unrealized
MDLZ MONDELEZ INTERNATIONAL INC-A 0.0%
Value ($000) $100 Shares 2,240 Est. Cost $25.92 Unrealized +36.8%
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $99 Shares 2,308 Est. Cost $22.82 Unrealized +29.7%
ETN EATON CORP PLC 0.0%
Value ($000) $98 Shares 1,876 Est. Cost $47.12 Unrealized -8.6%
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $97 Shares 954 Est. Cost $88.94 Unrealized -3.2%
ROCKWELL COLLINS, INC. 0.0%
Value ($000) $96 Shares 1,044 Est. Cost $89.36 Unrealized
AXP AMERICAN EXPRESS CO. 0.0%
Value ($000) $94 Shares 1,346 Est. Cost $59.89 Unrealized +5.0%
FIRST TEXAS BANCORP, INC. 0.0%
Value ($000) $94 Shares 510 Est. Cost $180.39 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.0%
Value ($000) $92 Shares 1,275 Est. Cost $47.46 Unrealized
HP HELMERICH & PAYNE 0.0%
Value ($000) $91 Shares 1,700 Est. Cost $61.57 Unrealized -10.2%
ILMN ILLUMINA INC 0.0%
Value ($000) $91 Shares 475 Est. Cost $64.01 Unrealized +152.2%
TGRIX AMERICAN CENTURY INTL GROWTH INSTITUTIONAL SH 0.0%
Value ($000) $91 Shares 8,063 Est. Cost $11.90 Unrealized
SDY SPDR S&P DIVIDEND ETF 0.0%
Value ($000) $88 Shares 1,190 Est. Cost $66.39 Unrealized
POWERSHARES DB COMMODITY INDEX (PARTNERSHIP) 0.0%
Value ($000) $88 Shares 6,594 Est. Cost $13.40 Unrealized
FTRBX FEDERATED TOTAL RETURN BOND FUND 0.0%
Value ($000) $87 Shares 8,170 Est. Cost $10.96 Unrealized
ALL ALLSTATE CORP. 0.0%
Value ($000) $86 Shares 1,385 Est. Cost $37.12 Unrealized +34.0%
BFWFX AMERICAN CAPITAL WORLD BOND FUND F2 0.0%
Value ($000) $85 Shares 4,464 Est. Cost $19.87 Unrealized
PAYX PAYCHEX INC COM 0.0%
Value ($000) $84 Shares 1,585 Est. Cost $33.77 Unrealized +14.2%
IBB ISHARES NASDAQ BIOTECHNOLOGY INDEX FUND 0.0%
Value ($000) $79 Shares 233 Est. Cost $274.68 Unrealized
HOSPITALITY PROPERTIES TRUST 0.0%
Value ($000) $78 Shares 3,000 Est. Cost $26.26 Unrealized
XLE ENERGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $77 Shares 1,281 Est. Cost $60.11 Unrealized
CIGNA CORPORATION 0.0%
Value ($000) $77 Shares 525 Est. Cost $72.60 Unrealized
OPPENHEIMER DEVELOPING MARKETS FUND 0.0%
Value ($000) $75 Shares 2,512 Est. Cost $34.26 Unrealized
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $70 Shares 1,389 Est. Cost $40.80 Unrealized
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $70 Shares 1,319 Est. Cost $42.63 Unrealized
TEMWX TEMPLETON WORLD FUND CL A 0.0%
Value ($000) $68 Shares 4,538 Est. Cost $18.71 Unrealized
JAGIX JANUS GROWTH & INCOME FUND 0.0%
Value ($000) $67 Shares 1,520 Est. Cost $39.44 Unrealized
OWENS REALTY MORTGAGE INC 0.0%
Value ($000) $66 Shares 4,931 Est. Cost $12.41 Unrealized
FIS FIDELITY NATIONAL INFORMATION SERVICES INC 0.0%
Value ($000) $64 Shares 1,061 Est. Cost $48.55 Unrealized +14.3%
WGIFX AMERICAN CAPITAL WORLD GROWTH & INCOME FD F2 0.0%
Value ($000) $63 Shares 1,458 Est. Cost $40.81 Unrealized
MDT MEDTRONIC PLC 0.0%
Value ($000) $62 Shares 798 Est. Cost $57.95 Unrealized +1.1%
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $61 Shares 325 Est. Cost $72.32 Unrealized +115.2%
FSGAX FRANKLIN SMALL MIDCAP GROWTH FUND ADVISOR SHS 0.0%
Value ($000) $61 Shares 1,754 Est. Cost $40.30 Unrealized
VFSTX VANGUARD SHORT-TERM INVESTMENT GRADE 0.0%
Value ($000) $60 Shares 5,723 Est. Cost $10.72 Unrealized
NSC NORFOLK SOUTHERN CORP. 0.0%
Value ($000) $59 Shares 693 Est. Cost $57.67 Unrealized +19.8%
VINEX VANGUARD INTERNATIONAL EXPLORER 0.0%
Value ($000) $58 Shares 3,429 Est. Cost $18.25 Unrealized
FKTIX FRANKLIN FEDERAL TAX FREE INCOME FUND CL A 0.0%
Value ($000) $58 Shares 4,672 Est. Cost $12.12 Unrealized
AAL AMERICAN AIRLINES GROUP INC 0.0%
Value ($000) $56 Shares 1,332 Est. Cost $41.98 Unrealized -1.4%
KEY KEYCORP 0.0%
Value ($000) $55 Shares 4,186 Est. Cost $6.76 Unrealized +28.3%
HON HONEYWELL INTERNATIONAL INC 0.0%
Value ($000) $55 Shares 531 Est. Cost $64.24 Unrealized +15.6%
SRE SEMPRA ENERGY 0.0%
Value ($000) $54 Shares 576 Est. Cost $32.34 Unrealized +10.8%
ADBE ADOBE SYSTEMS INC. 0.0%
Value ($000) $54 Shares 575 Est. Cost $44.30 Unrealized +102.8%
V VISA INC 0.0%
Value ($000) $53 Shares 680 Est. Cost $55.97 Unrealized +28.9%
HSBC HOLDINGS PLC 8.125% PFD 0.0%
Value ($000) $53 Shares 2,000 Est. Cost $25.50 Unrealized
BAXALTA INC 0.0%
Value ($000) $53 Shares 1,347 Est. Cost $31.18 Unrealized
KHC KRAFT HEINZ COMPANY 0.0%
Value ($000) $52 Shares 722 Est. Cost $47.82 Unrealized -1.6%
IGFFX AMERICAN INTERNATIONAL GROWTH AND INCOME F2 0.0%
Value ($000) $52 Shares 1,827 Est. Cost $32.34 Unrealized
BAX BAXTER INTERNATIONAL INC. 0.0%
Value ($000) $51 Shares 1,347 Est. Cost $30.82 Unrealized +0.7%
NORDSTROM, INC. 0.0%
Value ($000) $50 Shares 1,006 Est. Cost $64.79 Unrealized
ROYAL DUTCH SHELL PLC SPON ADR 0.0%
Value ($000) $50 Shares 1,082 Est. Cost $65.96 Unrealized
OKE ONEOK INC 0.0%
Value ($000) $49 Shares 2,000 Est. Cost $20.38 Unrealized -21.6%
SYY SYSCO CORPORATION 0.0%
Value ($000) $49 Shares 1,200 Est. Cost $24.61 Unrealized +27.9%
BA BOEING COMPANY 0.0%
Value ($000) $48 Shares 332 Est. Cost $110.89 Unrealized +16.2%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $48 Shares 350 Est. Cost $88.49 Unrealized +29.6%
EXC EXELON CORPORATION 0.0%
Value ($000) $48 Shares 1,699 Est. Cost $14.90 Unrealized -4.8%
EEM ISHARES MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $47 Shares 1,460 Est. Cost $38.48 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 0.0%
Value ($000) $47 Shares 450 Est. Cost $82.22 Unrealized
AMP AMERIPRISE FINANCIAL INC. 0.0%
Value ($000) $46 Shares 428 Est. Cost $59.57 Unrealized +51.4%
ABT ABBOTT LABORATORIES 0.0%
Value ($000) $46 Shares 1,027 Est. Cost $31.66 Unrealized +15.4%
MERIDIAN BANCORP INC 0.0%
Value ($000) $46 Shares 3,264 Est. Cost $13.48 Unrealized
REYNOLDS AMERICAN INC. 0.0%
Value ($000) $45 Shares 982 Est. Cost $47.69 Unrealized
NUSTAR ENERGY LP 0.0%
Value ($000) $44 Shares 1,100 Est. Cost $40.54 Unrealized
NJR NEW JERSEY RESOURCES CORP. 0.0%
Value ($000) $44 Shares 1,332 Est. Cost $21.03 Unrealized +4.3%
LUV SOUTHWEST AIRLINES CO. 0.0%
Value ($000) $44 Shares 1,012 Est. Cost $15.27 Unrealized +157.5%
RAYTHEON COMPANY 0.0%
Value ($000) $43 Shares 343 Est. Cost $104.83 Unrealized
AMGN AMGEN, INC 0.0%
Value ($000) $42 Shares 259 Est. Cost $73.41 Unrealized +58.7%
ARCC ARES CAPITAL CORPORATION 0.0%
Value ($000) $42 Shares 2,975 Est. Cost $5.23 Unrealized +10.2%
VRSN VERISIGN, INC. 0.0%
Value ($000) $41 Shares 466 Est. Cost $63.88 Unrealized +29.4%
DODFX DODGE & COX INTERNATIONAL STOCK FUND 0.0%
Value ($000) $40 Shares 1,101 Est. Cost $36.50 Unrealized
GLAXOSMITHKLINE PLC SPONSORED ADR 0.0%
Value ($000) $40 Shares 1,000 Est. Cost $49.69 Unrealized
PEPCO HOLDINGS INC. 0.0%
Value ($000) $39 Shares 1,500 Est. Cost $20.67 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $39 Shares 350 Est. Cost $101.81 Unrealized
SCANA CORP NEW COM 0.0%
Value ($000) $39 Shares 648 Est. Cost $48.61 Unrealized
SJM J. M. SMUCKER CO. 0.0%
Value ($000) $39 Shares 318 Est. Cost $80.59 Unrealized +9.1%
EHSTX EATON VANCE LARGE CAP VALUE FUND CL A 0.0%
Value ($000) $38 Shares 2,260 Est. Cost $22.21 Unrealized
IP INTERNATIONAL PAPER CO. 0.0%
Value ($000) $38 Shares 1,000 Est. Cost $27.15 Unrealized -8.3%
IWN ISHARES RUSSELL 2000 VALUE ETF 0.0%
Value ($000) $37 Shares 405 Est. Cost $95.25 Unrealized
FISV FISERV, INC. 0.0%
Value ($000) $37 Shares 400 Est. Cost $40.21 Unrealized +16.8%
HANESBRANDS INC 0.0%
Value ($000) $35 Shares 1,200 Est. Cost $37.50 Unrealized
VWELX VANGUARD WELLINGTON FUND 0.0%
Value ($000) $35 Shares 939 Est. Cost $38.28 Unrealized
VWINX VANGUARD WELLESLEY INCOME FUND 0.0%
Value ($000) $34 Shares 1,374 Est. Cost $25.71 Unrealized
UNILEVER N V-NY SHARES (NEW) 0.0%
Value ($000) $34 Shares 786 Est. Cost $41.93 Unrealized
BUD ANHEUSER-BUSCH INBEV NV-SPN ADR 0.0%
Value ($000) $33 Shares 260 Est. Cost $106.85 Unrealized
OAKIX OAKMARK INTERNATIONAL FUND CLASS I 0.0%
Value ($000) $33 Shares 1,557 Est. Cost $23.25 Unrealized
ITW ILLINOIS TOOL WORKS INC. 0.0%
Value ($000) $33 Shares 355 Est. Cost $51.71 Unrealized +38.1%
NUVEEN DIVIDEND ADVANTAGE MUNICIPAL FUND 2 0.0%
Value ($000) $31 Shares 2,188 Est. Cost $13.71 Unrealized
TAP MOLSON COORS BREWING CO - B 0.0%
Value ($000) $31 Shares 330 Est. Cost $70.26 Unrealized 0.0%
BLACKROCK GLOBAL LONG/SHORT CREDIT FUND 0.0%
Value ($000) $31 Shares 3,209 Est. Cost $10.99 Unrealized
ATO ATMOS ENERGY CORPORATION 0.0%
Value ($000) $31 Shares 499 Est. Cost $46.74 Unrealized +3.3%
BK BANK OF NEW YORK MELLON CORP 0.0%
Value ($000) $31 Shares 746 Est. Cost $30.20 Unrealized +7.5%
CSRIX COHEN & STEERS INSTITUTIONAL REALTY SHARES 0.0%
Value ($000) $31 Shares 671 Est. Cost $46.99 Unrealized
CMCSA COMCAST CORP. CLASS A 0.0%
Value ($000) $31 Shares 556 Est. Cost $19.22 Unrealized +23.6%
DTE DTE ENERGY COMPANY 0.0%
Value ($000) $30 Shares 371 Est. Cost $42.26 Unrealized +16.1%
DEO DIAGEO PLC-SPONSORED ADR 0.0%
Value ($000) $30 Shares 275 Est. Cost $116.16 Unrealized
ADM ARCHER DANIELS MIDLAND 0.0%
Value ($000) $30 Shares 805 Est. Cost $36.02 Unrealized -17.8%
RPMGX T ROWE PRICE MIDCAP GROWTH FUND 0.0%
Value ($000) $29 Shares 394 Est. Cost $74.88 Unrealized
TAVFX THIRD AVENUE VALUE FUND 0.0%
Value ($000) $29 Shares 593 Est. Cost $53.19 Unrealized
CPB CAMPBELL SOUP COMPANY 0.0%
Value ($000) $28 Shares 530 Est. Cost $33.97 Unrealized +9.7%
TD AMERITRADE HOLDING CORPORATION 0.0%
Value ($000) $28 Shares 800 Est. Cost $36.67 Unrealized
ARTNA ARTESIAN RESOURCES CORP CL A 0.0%
Value ($000) $27 Shares 990 Est. Cost $19.16 Unrealized 0.0%
PFG PRINCIPAL FINANCIAL GROUP 0.0%
Value ($000) $27 Shares 607 Est. Cost $31.17 Unrealized +7.3%
O REALTY INCOME CORPORATION 0.0%
Value ($000) $26 Shares 500 Est. Cost $26.82 Unrealized +11.0%
MANNING & NAPIER WORLD OPPORTUNITIES SERIES 0.0%
Value ($000) $26 Shares 3,847 Est. Cost $7.99 Unrealized
QABA FIRST TRUST NASDAQ ABA CBIF 0.0%
Value ($000) $26 Shares 666 Est. Cost $40.00 Unrealized
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $25 Shares 243 Est. Cost $47.34 Unrealized +54.0%
MARKET VECTORS BIOTECH ETF 0.0%
Value ($000) $25 Shares 200 Est. Cost $133.33 Unrealized
SHW SHERWIN - WILLIAMS COMPANY 0.0%
Value ($000) $25 Shares 95 Est. Cost $53.48 Unrealized +47.2%
RECKITT BENCKISER-SPON ADR 0.0%
Value ($000) $25 Shares 1,332 Est. Cost $17.50 Unrealized
OGS ONE GAS INC 0.0%
Value ($000) $25 Shares 500 Est. Cost $34.23 Unrealized +41.1%
VTMGX VANGUARD DEVELOPED MARKETS INDEX ADM 0.0%
Value ($000) $25 Shares 2,115 Est. Cost $13.71 Unrealized
CAT CATERPILLAR INC. 0.0%
Value ($000) $25 Shares 368 Est. Cost $63.59 Unrealized -14.2%
RWR SPDR DOW JONES REIT ETF 0.0%
Value ($000) $25 Shares 275 Est. Cost $76.36 Unrealized
CELGENE CORPORATION 0.0%
Value ($000) $24 Shares 202 Est. Cost $106.07 Unrealized
IYR ISHARES U.S. REAL ESTATE ETF 0.0%
Value ($000) $24 Shares 322 Est. Cost $66.92 Unrealized
FNF FNF GROUP 0.0%
Value ($000) $24 Shares 681 Est. Cost $14.06 Unrealized +17.5%
RIO RIO TINTO PLC - SPON ADR 0.0%
Value ($000) $24 Shares 808 Est. Cost $35.88 Unrealized
IWD ISHARES RUSSELL 1000 VALUE INDEX FUND 0.0%
Value ($000) $23 Shares 240 Est. Cost $100.20 Unrealized
OMC OMNICOM GROUP INC 0.0%
Value ($000) $23 Shares 300 Est. Cost $40.69 Unrealized +27.8%
PB PROSPERITY BANCSHARES INC 0.0%
Value ($000) $23 Shares 480 Est. Cost $45.93 Unrealized -16.1%
BSV VANGUARD SHORT-TERM BOND ETF 0.0%
Value ($000) $23 Shares 293 Est. Cost $79.99 Unrealized
HARRIS CORPORATION 0.0%
Value ($000) $23 Shares 266 Est. Cost $77.04 Unrealized
DU PONT E I DE NEMOURS $3.5 PFD SERIES A 0.0%
Value ($000) $23 Shares 300 Est. Cost $86.67 Unrealized
LMT LOCKHEED MARTIN CORPORATION 0.0%
Value ($000) $22 Shares 100 Est. Cost $71.65 Unrealized +130.8%
VWNFX VANGUARD WINDSOR II FUND 0.0%
Value ($000) $22 Shares 658 Est. Cost $37.88 Unrealized
BEP BROOKFIELD RENEWABLE ENERGY PARTNERS LP 0.0%
Value ($000) $21 Shares 800 Est. Cost $27.50 Unrealized
XLB MATERIALS SELECT SECTOR SPDR TRUST FUND 0.0%
Value ($000) $21 Shares 475 Est. Cost $41.97 Unrealized
HE HAWAIIAN ELECTRIC INDUSTRIES INC 0.0%
Value ($000) $21 Shares 730 Est. Cost $33.33 Unrealized -13.5%
IVV ISHARES CORE S&P 500 ETF 0.0%
Value ($000) $21 Shares 101 Est. Cost $207.92 Unrealized
YUM YUM! BRANDS INC. 0.0%
Value ($000) $21 Shares 293 Est. Cost $45.38 Unrealized -4.6%
FDX FEDEX CORPORATION 0.0%
Value ($000) $21 Shares 139 Est. Cost $81.95 Unrealized +61.4%
SGOIX FIRST EAGLE OVERSEAS FUND 0.0%
Value ($000) $21 Shares 923 Est. Cost $22.86 Unrealized
IYW ISHARES U.S. TECHNOLOGY ETF 0.0%
Value ($000) $21 Shares 193 Est. Cost $98.45 Unrealized
SUNTRUST BANK INC 0.0%
Value ($000) $21 Shares 500 Est. Cost $32.00 Unrealized
CEDAR FAIR, L.P. 0.0%
Value ($000) $20 Shares 350 Est. Cost $48.57 Unrealized
VBK VANGUARD SMALL-CAP GROWTH ETF 0.0%
Value ($000) $20 Shares 162 Est. Cost $122.22 Unrealized
VWLUX VANGUARD LONG TERM TAX EXEMPT ADMIRAL SHARES 0.0%
Value ($000) $20 Shares 1,729 Est. Cost $11.20 Unrealized
MDU M D U RESOURCES GROUP, INC. 0.0%
Value ($000) $20 Shares 1,099 Est. Cost $6.13 Unrealized -16.8%
MEDIX MFS EMERGING MARKETS DEBT FUND I 0.0%
Value ($000) $19 Shares 1,358 Est. Cost $14.75 Unrealized
DREYFUS MUNICIPAL BOND FUND 0.0%
Value ($000) $19 Shares 1,595 Est. Cost $11.29 Unrealized
ALCOA INC 0.0%
Value ($000) $19 Shares 1,900 Est. Cost $7.89 Unrealized
SBUX STARBUCKS CORP 0.0%
Value ($000) $19 Shares 310 Est. Cost $35.41 Unrealized +39.5%
STIP ISHARES 0-5 YEAR TIPS BOND ETF 0.0%
Value ($000) $19 Shares 190 Est. Cost $100.82 Unrealized
ROP ROPER TECHNOLOGIES INC 0.0%
Value ($000) $19 Shares 100 Est. Cost $113.55 Unrealized +51.8%
RPM RPM INTERNATIONAL INC 0.0%
Value ($000) $18 Shares 400 Est. Cost $38.93 Unrealized +15.7%
EW EDWARDS LIFESCIENCES CORPORATION 0.0%
Value ($000) $18 Shares 230 Est. Cost $18.90 Unrealized +37.4%
TJX TJX COMPANIES INC 0.0%
Value ($000) $18 Shares 260 Est. Cost $22.09 Unrealized +39.9%
TGEIX TCW EMERGING MARKETS INCOME FUND 0.0%
Value ($000) $17 Shares 2,265 Est. Cost $8.83 Unrealized
STT STATE STREET CORP 0.0%
Value ($000) $17 Shares 250 Est. Cost $44.60 Unrealized +16.3%
PAA PLAINS ALL AMERICAN PIPELINE LP 0.0%
Value ($000) $17 Shares 720 Est. Cost $53.89 Unrealized
WELLS FARGO ADVANTAGE ABSOLUTE RETURN FUND 0.0%
Value ($000) $17 Shares 1,680 Est. Cost $11.54 Unrealized
DISCOVER FINANCIAL SERVICES 0.0%
Value ($000) $17 Shares 312 Est. Cost $48.08 Unrealized
DREYFUS PREMIER MUNICIPAL BOND FUND CLASS A 0.0%
Value ($000) $17 Shares 1,314 Est. Cost $12.18 Unrealized
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $16 Shares 105 Est. Cost $108.45 Unrealized +13.8%
PNW PINNACLE WEST CAPITAL CORPORATION 0.0%
Value ($000) $16 Shares 250 Est. Cost $34.02 Unrealized +25.7%
NUVEEN MULTI-STRATEGY INCOME AND GROWTH FD 2 0.0%
Value ($000) $16 Shares 2,100 Est. Cost $8.10 Unrealized
WM WASTE MANAGEMENT INC (NEW) 0.0%
Value ($000) $15 Shares 280 Est. Cost $33.88 Unrealized +29.6%
JETIX ABERDEEN SELECT INTERNATIONAL EQUITY FD II 0.0%
Value ($000) $15 Shares 1,683 Est. Cost $11.29 Unrealized
FSRIX FIDELITY ADVISOR STRATEGIC INCOME FUND CL I 0.0%
Value ($000) $15 Shares 1,322 Est. Cost $12.30 Unrealized
DNP SELECT INCOME FUND INC 0.0%
Value ($000) $15 Shares 1,635 Est. Cost $9.17 Unrealized
CLECO CORPORATION NEW 0.0%
Value ($000) $14 Shares 266 Est. Cost $45.11 Unrealized
SJT SAN JUAN BASIN ROYALTY TRUST 0.0%
Value ($000) $14 Shares 3,500 Est. Cost $16.19 Unrealized
TCW STRATEGIC INCOME FUND INC 0.0%
Value ($000) $14 Shares 2,700 Est. Cost $5.56 Unrealized
WESTERN GAS PARTNERS LP 0.0%
Value ($000) $14 Shares 300 Est. Cost $63.33 Unrealized
TBGVX TWEEDY BROWNE GLOBAL VALUE FUND 0.0%
Value ($000) $14 Shares 559 Est. Cost $25.86 Unrealized
HARBOR INTERNATIONAL GROWTH FUND 0.0%
Value ($000) $14 Shares 1,149 Est. Cost $11.31 Unrealized
FIIAX FIDELITY ADVISOR MID CAP II FUND CLASS A 0.0%
Value ($000) $13 Shares 752 Est. Cost $19.81 Unrealized
LEG LEGGETT & PLATT INC 0.0%
Value ($000) $13 Shares 300 Est. Cost $29.79 Unrealized +49.0%
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $13 Shares 148 Est. Cost $32.61 Unrealized +95.1%
HDV ISHARES CORE HIGH DIVIDEND ETF 0.0%
Value ($000) $13 Shares 178 Est. Cost $78.65 Unrealized
WESTAR ENERGY INC. 0.0%
Value ($000) $13 Shares 300 Est. Cost $33.33 Unrealized
WAT WATERS CORPORATION 0.0%
Value ($000) $13 Shares 95 Est. Cost $95.76 Unrealized +34.2%
UNH UNITEDHEALTH GROUP INC. 0.0%
Value ($000) $13 Shares 107 Est. Cost $70.34 Unrealized +41.1%
WDS WOODSIDE PETROLEUM-SP ADR 0.0%
Value ($000) $13 Shares 600 Est. Cost $31.67 Unrealized
WRAIX WILMINGTON MULTI-MANAGER ALTERNATIVES FUND-I 0.0%
Value ($000) $13 Shares 1,278 Est. Cost $10.77 Unrealized
BND VANGUARD TOTAL BOND MARKET ETF 0.0%
Value ($000) $13 Shares 165 Est. Cost $84.85 Unrealized
TRREX T ROWE PRICE REAL ESTATE FUND 0.0%
Value ($000) $12 Shares 426 Est. Cost $25.82 Unrealized
YORW YORK WATER CO 0.0%
Value ($000) $12 Shares 495 Est. Cost $19.17 Unrealized 0.0%
GCMAX GOLDMAN SACHS MID CAP VALUE FUND CL A 0.0%
Value ($000) $12 Shares 354 Est. Cost $46.06 Unrealized
HAINX HARBOR INTERNATIONAL FD-INS 0.0%
Value ($000) $12 Shares 206 Est. Cost $63.78 Unrealized
SCMBX DEUTSCHE MANAGED MUNICIPAL BOND FUND 0.0%
Value ($000) $12 Shares 1,261 Est. Cost $9.50 Unrealized
APD AIR PRODUCTS & CHEMICAL INC 0.0%
Value ($000) $12 Shares 95 Est. Cost $92.44 Unrealized +6.0%
ANADARKO PETE CORP 0.0%
Value ($000) $11 Shares 235 Est. Cost $52.65 Unrealized
PRAXAIR INC. 0.0%
Value ($000) $11 Shares 109 Est. Cost $123.46 Unrealized
IDU ISHARES U.S. UTILITIES ETF 0.0%
Value ($000) $11 Shares 100 Est. Cost $100.00 Unrealized
MCHP MICROCHIP TECHNOLOGY INC 0.0%
Value ($000) $11 Shares 247 Est. Cost $18.68 Unrealized +3.0%
PRIDX T ROWE PRICE INTERNATIONAL DISCOVERY 0.0%
Value ($000) $11 Shares 195 Est. Cost $52.66 Unrealized
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $11 Shares 105 Est. Cost $67.30 Unrealized +33.8%
WELL WELLTOWER INC 0.0%
Value ($000) $11 Shares 165 Est. Cost $44.33 Unrealized 0.0%
VEMAX VANGUARD EMERGING MARKETS STOCK INDEX-ADMIRAL 0.0%
Value ($000) $10 Shares 357 Est. Cost $33.61 Unrealized
VIPSX VANGUARD INFLATION PROTECTED SECURITIES FUND 0.0%
Value ($000) $10 Shares 799 Est. Cost $13.78 Unrealized
EPD ENTERPRISE PRODUCTS PARTNERS LP 0.0%
Value ($000) $10 Shares 400 Est. Cost $52.44 Unrealized
C CITIGROUP INC 0.0%
Value ($000) $10 Shares 200 Est. Cost $37.17 Unrealized +6.6%
SIEGY SIEMENS AG - SPONS ADR 0.0%
Value ($000) $10 Shares 100 Est. Cost $133.88 Unrealized
DIEBOLD INC 0.0%
Value ($000) $10 Shares 337 Est. Cost $31.70 Unrealized
ALK ALASKA AIR GROUP INC 0.0%
Value ($000) $10 Shares 129 Est. Cost $59.43 Unrealized +23.1%
SMCFX AMERICAN SMALLCAP WORLD FUND F2 0.0%
Value ($000) $9 Shares 197 Est. Cost $43.33 Unrealized
BTI BRITISH AMERICAN TOB SP ADR 0.0%
Value ($000) $9 Shares 80 Est. Cost $105.29 Unrealized
HRL HORMEL FOODS CORPORATION 0.0%
Value ($000) $9 Shares 119 Est. Cost $27.86 Unrealized 0.0%
VECTREN CORPORATION 0.0%
Value ($000) $9 Shares 220 Est. Cost $34.16 Unrealized
VWILX VANGUARD INTERNATIONAL GROWTH ADMIRAL SHS 0.0%
Value ($000) $9 Shares 134 Est. Cost $63.43 Unrealized
XPRTX INVESCO SENIOR LOAN-IB 0.0%
Value ($000) $9 Shares 1,495 Est. Cost $6.02 Unrealized
EMGAX WELLS FARGO ADVANTAGE EMERGING MARKETS EQUITY 0.0%
Value ($000) $9 Shares 513 Est. Cost $19.49 Unrealized
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $9 Shares 50 Est. Cost $127.34 Unrealized +18.7%
BP BP PLC SPONS ADR 0.0%
Value ($000) $9 Shares 292 Est. Cost $41.32 Unrealized
TXN TEXAS INSTRUMENTS 0.0%
Value ($000) $9 Shares 156 Est. Cost $38.45 Unrealized +10.0%
LUBY'S INC 0.0%
Value ($000) $9 Shares 2,097 Est. Cost $8.44 Unrealized
EL ESTEE LAUDER COMPANIES INC CL A 0.0%
Value ($000) $8 Shares 95 Est. Cost $63.86 Unrealized +17.1%
CME CME GROUP INC 0.0%
Value ($000) $8 Shares 88 Est. Cost $47.90 Unrealized +31.5%
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 0.0%
Value ($000) $8 Shares 99 Est. Cost $80.81 Unrealized
NUE NUCOR CORPORATION 0.0%
Value ($000) $8 Shares 200 Est. Cost $38.31 Unrealized -15.3%
EZU ISHARES MSCI EUROZONE ETF 0.0%
Value ($000) $8 Shares 229 Est. Cost $30.57 Unrealized
NATIONAL GRID PLC 0.0%
Value ($000) $7 Shares 100 Est. Cost $61.59 Unrealized
TEMPLETON FOREIGN SMALLER COMPANIES FUND CL A 0.0%
Value ($000) $7 Shares 443 Est. Cost $16.05 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 10 Est. Cost $13.32 Unrealized +136.6%
CX CEMEX SA - SPONS ADR 0.0%
Value ($000) $7 Shares 1,168 Est. Cost $10.26 Unrealized
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORPORATION 0.0%
Value ($000) $6 Shares 96 Est. Cost $36.88 Unrealized +54.9%
COLUMBIA PIPELINE GROUP INC 0.0%
Value ($000) $6 Shares 300 Est. Cost $16.67 Unrealized
NGRRX NUVEEN TRADEWINDS INTERNATIONAL VALUE FD 0.0%
Value ($000) $6 Shares 248 Est. Cost $24.19 Unrealized
NI NISOURCE INC. 0.0%
Value ($000) $6 Shares 300 Est. Cost $8.50 Unrealized +64.1%
WDC WESTERN DIGITAL CORPORATION 0.0%
Value ($000) $6 Shares 100 Est. Cost $42.13 Unrealized +3.4%
HSY THE HERSHEY COMPANY 0.0%
Value ($000) $6 Shares 72 Est. Cost $65.69 Unrealized +7.1%
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $6 Shares 280 Est. Cost $12.55 Unrealized +10.7%
BLACKROCK CREDIT ALLOCATION INCOME TRUST 0.0%
Value ($000) $6 Shares 400 Est. Cost $15.00 Unrealized
TIME WARNER INC 0.0%
Value ($000) $6 Shares 100 Est. Cost $60.00 Unrealized
EATON VANCE TAX-MANAGED BUY-WRITE INCOME FUND 0.0%
Value ($000) $6 Shares 350 Est. Cost $14.29 Unrealized
FRONTIER COMMUNICATIONS CORPORATION 0.0%
Value ($000) $6 Shares 1,227 Est. Cost $4.63 Unrealized
F FORD MOTOR COMPANY 0.0%
Value ($000) $6 Shares 411 Est. Cost $9.01 Unrealized -7.4%
TIME WARNER CABLE INC 0.0%
Value ($000) $5 Shares 25 Est. Cost $167.97 Unrealized
JOHNSON CONTROLS INC. 0.0%
Value ($000) $5 Shares 126 Est. Cost $39.68 Unrealized
CCL CARNIVAL CORP. 0.0%
Value ($000) $5 Shares 100 Est. Cost $34.78 Unrealized +29.5%
CST BRANDS INC 0.0%
Value ($000) $5 Shares 132 Est. Cost $31.80 Unrealized
SDOG ALPS SECTOR DIVIDEND DOGS ETF 0.0%
Value ($000) $5 Shares 147 Est. Cost $29.41 Unrealized
MPC MARATHON PETROLEUM CORPORATION 0.0%
Value ($000) $5 Shares 98 Est. Cost $36.61 Unrealized +4.0%
RYJUX RYDEX INVERSE GOVERNMENT LONG BOND 0.0%
Value ($000) $4 Shares 103 Est. Cost $38.83 Unrealized
BP PRUDHOE BAY ROYALTY TRUST 0.0%
Value ($000) $4 Shares 179 Est. Cost $94.97 Unrealized
TOLSX DEUTSCHE GLOBAL INFRASTRUCTURE FUND 0.0%
Value ($000) $4 Shares 331 Est. Cost $15.02 Unrealized
DVN DEVON ENERGY CORPORATION 0.0%
Value ($000) $4 Shares 115 Est. Cost $37.00 Unrealized -23.3%
HIG HARTFORD FINANCIAL SERVICES GROUP INC 0.0%
Value ($000) $4 Shares 100 Est. Cost $34.03 Unrealized +8.4%
JACOBS ENGINEERING GROUP INC 0.0%
Value ($000) $4 Shares 85 Est. Cost $55.84 Unrealized
AMG AFFILIATED MANAGERS GROUP INC 0.0%
Value ($000) $4 Shares 26 Est. Cost $167.94 Unrealized -0.9%
USMV ISHARES MSCI USA MINIMUM VOLATILITY ETF 0.0%
Value ($000) $3 Shares 72 Est. Cost $41.67 Unrealized
SWKS SKYWORKS SOLUTIONS INC 0.0%
Value ($000) $3 Shares 39 Est. Cost $33.70 Unrealized +92.6%
CRM SALESFORCE.COM INC. 0.0%
Value ($000) $3 Shares 40 Est. Cost $40.78 Unrealized +89.2%
CENTURYLINK, INC. 0.0%
Value ($000) $3 Shares 115 Est. Cost $24.39 Unrealized
CNP CENTERPOINT ENERGY INC. 0.0%
Value ($000) $3 Shares 150 Est. Cost $15.40 Unrealized -17.7%
CAMERON INTERNATIONAL CORPORATION 0.0%
Value ($000) $3 Shares 49 Est. Cost $61.40 Unrealized
NOBLE CORPORATION PLC 0.0%
Value ($000) $3 Shares 265 Est. Cost $34.28 Unrealized
WHOLE FOODS MARKET INC 0.0%
Value ($000) $3 Shares 78 Est. Cost $50.00 Unrealized
ALLERGAN PLC 0.0%
Value ($000) $3 Shares 10 Est. Cost $300.00 Unrealized
TDTT FLEXSHARES IBOXX 3-YEAR TARGET DURATION TIPS 0.0%
Value ($000) $3 Shares 136 Est. Cost $22.06 Unrealized
TDTF FLEXSHARES 5-YEAR TARGET DURATION TIPS INDEX 0.0%
Value ($000) $3 Shares 132 Est. Cost $22.73 Unrealized
BWA BORGWARNER INC 0.0%
Value ($000) $3 Shares 78 Est. Cost $34.18 Unrealized -6.0%
AMAT APPLIED MATERIALS INC 0.0%
Value ($000) $2 Shares 100 Est. Cost $12.22 Unrealized +26.2%
CHESAPEAKE ENERGY CORP 0.0%
Value ($000) $2 Shares 500 Est. Cost $20.00 Unrealized
DKS DICK'S SPORTING GOODS INC 0.0%
Value ($000) $2 Shares 57 Est. Cost $36.74 Unrealized -13.4%
POWERSHARES DB US DOLLAR INDEX BULLISH FUND 0.0%
Value ($000) $2 Shares 73 Est. Cost $23.12 Unrealized
VO VANGUARD MID-CAP ETF 0.0%
Value ($000) $2 Shares 19 Est. Cost $105.26 Unrealized
NOBLE ENERGY 0.0%
Value ($000) $2 Shares 50 Est. Cost $60.34 Unrealized
IDA IDACORP INC 0.0%
Value ($000) $2 Shares 28 Est. Cost $67.36 Unrealized 0.0%
MERITOR INC 0.0%
Value ($000) $2 Shares 278 Est. Cost $7.19 Unrealized
MARATHON OIL CORP 0.0%
Value ($000) $1 Shares 98 Est. Cost $33.15 Unrealized
MALLINCKRODT PLC 0.0%
Value ($000) $1 Shares 7 Est. Cost $58.82 Unrealized
NATIONAL OILWELL VARCO INC 0.0%
Value ($000) $1 Shares 40 Est. Cost $71.95 Unrealized
RMR RMR GROUP INC 0.0%
Value ($000) $1 Shares 50 Est. Cost $7.12 Unrealized 0.0%
VGK VANGUARD FTSE EUROPE ETF 0.0%
Value ($000) $1 Shares 17 Est. Cost $58.82 Unrealized
VOD VODAFONE GROUP PLC 0.0%
Value ($000) $1 Shares 35 Est. Cost $36.93 Unrealized
TORTOISE ENERGY INFRASTR 4.375 PFD 0.0%
Value ($000) $1 Shares 120 Est. Cost $10.19 Unrealized
DISCOVERY COMMUNICATIONS INC-C 0.0%
Value ($000) $1 Shares 43 Est. Cost $40.00 Unrealized
DISCOVERY COMMUNICATIONS INC 0.0%
Value ($000) $1 Shares 43 Est. Cost $80.00 Unrealized
CDK GLOBAL INC 0.0%
Value ($000) $1 Shares 27 Est. Cost $39.47 Unrealized
DBEU DEUTSCHE X-TRACKERS MSCI EUROPE HEDGED EQ ETF 0.0%
Value ($000) $1 Shares 44 Est. Cost $22.73 Unrealized
VERITIV CORPORATION 0.0%
Value ($000) $1 Shares 19 Est. Cost $52.63 Unrealized
SPRINT CORPORATION 0.0%
Value ($000) $1 Shares 384 Est. Cost $3.82 Unrealized
TELEFONICA RIGHTS 01-31-2016 0.0%
Value ($000) $0 Shares 11 Est. Cost Unrealized
AMERICAN INTERNATIONAL GROUP INC WARRANTS 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
DBJP DEUTSCHE X-TRACKERS MSCI JAPAN HEDGED EQ ETF 0.0%
Value ($000) $0 Shares 10 Est. Cost Unrealized
DME INTERACTIVE HOLDINGS INC 0.0%
Value ($000) $0 Shares 10 Est. Cost Unrealized
ELGT ELECTRIC & GAS TECHNOLOGY INC 0.0%
Value ($000) $0 Shares 1,125 Est. Cost Unrealized
TDC TERADATA CORPORATION 0.0%
Value ($000) $0 Shares 12 Est. Cost $53.87 Unrealized -47.6%
TIME INC 0.0%
Value ($000) $0 Shares 12 Est. Cost Unrealized
UND 1/85,300 INTEREST IN 1 MEMBERSHIP SHARE 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
NATIONAL SECURITIES FUNDS 0.0%
Value ($000) $0 Shares 146 Est. Cost Unrealized
VYX NCR CORPORATION 0.0%
Value ($000) $0 Shares 12 Est. Cost $18.55 Unrealized -14.1%
WPX ENERGY INC 0.0%
Value ($000) $0 Shares 24 Est. Cost Unrealized
INNOVEX INC 0.0%
Value ($000) $0 Shares 510 Est. Cost Unrealized
DNOW NOW INC 0.0%
Value ($000) $0 Shares 10 Est. Cost $33.70 Unrealized -49.3%
ZION OIL & GAS INC RT 01/15/2016 0.0%
Value ($000) $0 Shares 28 Est. Cost Unrealized
49.5% MEMBERSHIP INT RKJ SILVERADO RANCH LLC 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
THE ONE WILLIAM STREET FUND 0.0%
Value ($000) $0 Shares 14 Est. Cost Unrealized
NET LEASE PRIVATE REIT VII-A INC. 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized