MOTCO Diversified Active

CIK: 0001306333 · Show all filings

Period: Q2 2016 (← Previous) (Next →)

Filing Date: Aug 5, 2016

Total Value ($000): $902,325 (100.0% shares, 0.0% debt)

Holdings (491)

MINIX MFS INTERNATIONAL VALUE 5.7%
Value ($000) $51,262 Shares 1,369,196 Est. Cost $35.73 Unrealized
BROADWAY BANCSHARES INC TEX COM 5.5%
Value ($000) $49,521 Shares 230,202 Est. Cost $193.28 Unrealized
BROADWAY BANCSHARES INC TEX COM 4.8%
Value ($000) $43,056 Shares 200,150 Est. Cost $193.28 Unrealized
OPPENHEIMER INTERNATIONAL GROWTH FUND 4.7%
Value ($000) $42,251 Shares 1,207,181 Est. Cost $36.47 Unrealized
VASVX VANGUARD SELECTED VALUE FUND 2.6%
Value ($000) $23,690 Shares 905,569 Est. Cost $25.40 Unrealized
ABSOLUTE STRATEGIES FUND CL I 1.8%
Value ($000) $16,560 Shares 1,544,756 Est. Cost $11.14 Unrealized
OPPENHEIMER DEVELOPING MARKETS FD CL I 1.7%
Value ($000) $15,288 Shares 490,781 Est. Cost $33.94 Unrealized
ABEMX ABERDEEN EMERGING MARKETS INST 1.6%
Value ($000) $14,421 Shares 1,124,843 Est. Cost $14.07 Unrealized
T AT&T INC. 1.5%
Value ($000) $13,221 Shares 305,980 Est. Cost $11.53 Unrealized +31.0%
PFORX PIMCO FOREIGN BOND FUND 1.4%
Value ($000) $12,723 Shares 1,218,691 Est. Cost $10.87 Unrealized
VWEAX VANGUARD HIGH YIELD CORPORATE FUND 1.4%
Value ($000) $12,628 Shares 2,215,567 Est. Cost $5.95 Unrealized
VMNFX VANGUARD MARKET NEUTRAL FUND-INV 1.3%
Value ($000) $11,591 Shares 980,610 Est. Cost $11.82 Unrealized
AEPFX AMERICAN EUROPACIFIC GROWTH FUND F2 1.3%
Value ($000) $11,451 Shares 260,016 Est. Cost $42.13 Unrealized
GLD SPDR GOLD TRUST 1.3%
Value ($000) $11,371 Shares 89,911 Est. Cost $118.95 Unrealized
XOM EXXON MOBIL CORPORATION 1.2%
Value ($000) $11,073 Shares 118,133 Est. Cost $53.50 Unrealized +8.1%
361 CAPITAL MANAGED FUTURES STRATEGY 1.2%
Value ($000) $10,807 Shares 954,646 Est. Cost $11.95 Unrealized
JNJ JOHNSON & JOHNSON 1.2%
Value ($000) $10,740 Shares 88,533 Est. Cost $60.74 Unrealized +43.3%
LSSCX LOOMIS SAYLES SMALL CAP VALUE FUND 1.2%
Value ($000) $10,687 Shares 336,709 Est. Cost $34.19 Unrealized
NEUBERGER BERMAN ABSOLUTE RETURN MULTI MNGR 1.0%
Value ($000) $9,426 Shares 947,348 Est. Cost $11.11 Unrealized
AAPL APPLE INC. 1.0%
Value ($000) $8,685 Shares 90,840 Est. Cost $18.06 Unrealized +25.2%
MDY SPDR S&P MIDCAP 400 ETF TRUST 0.9%
Value ($000) $8,552 Shares 31,417 Est. Cost $210.09 Unrealized
IVFIX FEDERATED INTL STRATEGIC VALUE DIVIDEND 0.9%
Value ($000) $8,504 Shares 2,292,067 Est. Cost $3.92 Unrealized
MCD MCDONALDS CORP. 0.9%
Value ($000) $8,437 Shares 70,109 Est. Cost $71.92 Unrealized +37.9%
UNITED TECHNOLOGIES INC 0.9%
Value ($000) $8,249 Shares 80,437 Est. Cost $94.63 Unrealized
GIS GENERAL MILLS INC 0.9%
Value ($000) $8,246 Shares 115,622 Est. Cost $32.38 Unrealized +40.4%
PG PROCTER & GAMBLE CO. 0.9%
Value ($000) $8,232 Shares 97,220 Est. Cost $55.54 Unrealized +14.0%
CVX CHEVRON CORPORATION 0.9%
Value ($000) $8,214 Shares 78,355 Est. Cost $69.99 Unrealized -4.6%
NVS NOVARTIS AG-ADR 0.9%
Value ($000) $8,180 Shares 99,136 Est. Cost $72.13 Unrealized
BLACKROCK INC 0.9%
Value ($000) $8,069 Shares 23,556 Est. Cost $270.33 Unrealized
CSCO CISCO SYSTEMS INC 0.9%
Value ($000) $8,035 Shares 280,083 Est. Cost $17.08 Unrealized +22.1%
NFFFX AMERICAN NEW WORLD FUND F2 0.9%
Value ($000) $7,887 Shares 154,434 Est. Cost $52.02 Unrealized
JPM JPMORGAN CHASE & CO 0.9%
Value ($000) $7,801 Shares 125,539 Est. Cost $39.70 Unrealized +21.7%
NSRGY NESTLE SA-SPONS ADR 0.8%
Value ($000) $7,309 Shares 94,747 Est. Cost $67.12 Unrealized
VMLUX VANGUARD LIMITED TERM TAX EXEMPT ADMIRAL SHS 0.8%
Value ($000) $7,145 Shares 643,646 Est. Cost $11.02 Unrealized
VTIP VANGUARD S/T INFLATION-PROTECTED SEC INDEX FD 0.8%
Value ($000) $7,049 Shares 142,461 Est. Cost $49.14 Unrealized
PM PHILIP MORRIS INTERNATIONAL INC 0.8%
Value ($000) $6,870 Shares 67,540 Est. Cost $49.46 Unrealized +24.1%
CMI CUMMINS INC 0.7%
Value ($000) $6,501 Shares 57,817 Est. Cost $91.20 Unrealized -3.9%
TMO THERMO FISHER SCIENTIFIC INC 0.7%
Value ($000) $6,285 Shares 42,538 Est. Cost $82.38 Unrealized +74.3%
QCOM QUALCOMM INC 0.7%
Value ($000) $6,128 Shares 114,397 Est. Cost $43.12 Unrealized -6.6%
OXY OCCIDENTAL PETROLEUM CORP. 0.7%
Value ($000) $6,078 Shares 80,437 Est. Cost $55.04 Unrealized +3.1%
AQUA AMERICA INC. 0.7%
Value ($000) $6,036 Shares 169,267 Est. Cost $26.69 Unrealized
BRK/B BERKSHIRE HATHAWAY INC-CL B 0.7%
Value ($000) $5,894 Shares 40,705 Est. Cost $111.32 Unrealized +28.4%
MET METLIFE INC 0.7%
Value ($000) $5,893 Shares 147,940 Est. Cost $26.87 Unrealized +4.7%
FIHBX FEDERATED INSTITUTIONAL HIGH YIELD BOND CL F 0.6%
Value ($000) $5,784 Shares 606,306 Est. Cost $9.98 Unrealized
MO ALTRIA GROUP INC. 0.6%
Value ($000) $5,651 Shares 81,949 Est. Cost $16.40 Unrealized +102.6%
APH AMPHENOL CORP - CLASS A 0.6%
Value ($000) $5,639 Shares 98,351 Est. Cost $10.01 Unrealized +31.1%
NKE NIKE INC - CLASS B 0.6%
Value ($000) $5,637 Shares 102,129 Est. Cost $40.78 Unrealized +23.4%
DIS WALT DISNEY COMPANY 0.6%
Value ($000) $5,532 Shares 56,559 Est. Cost $56.82 Unrealized +62.2%
ORCL ORACLE CORPORATION 0.6%
Value ($000) $5,307 Shares 129,656 Est. Cost $28.01 Unrealized +23.5%
VBIRX VANGUARD S/T BOND INDEX FD ADMIRAL SHARES 0.6%
Value ($000) $5,203 Shares 489,949 Est. Cost $10.47 Unrealized
VFC VF CORPORATION 0.6%
Value ($000) $5,183 Shares 84,287 Est. Cost $49.20 Unrealized +20.2%
ROST ROSS STORES INC 0.6%
Value ($000) $5,158 Shares 90,994 Est. Cost $38.77 Unrealized +30.2%
PPG PPG INDUSTRIES INC 0.6%
Value ($000) $5,149 Shares 49,441 Est. Cost $76.22 Unrealized +20.1%
ACN ACCENTURE PLC 0.6%
Value ($000) $5,119 Shares 45,187 Est. Cost $63.98 Unrealized +56.1%
PEG PUBLIC SERVICE ENTERPRISE GROUP INC. 0.6%
Value ($000) $5,088 Shares 109,179 Est. Cost $32.20 Unrealized +1.0%
GOOGL ALPHABET INC CL A 0.6%
Value ($000) $4,993 Shares 7,097 Est. Cost $36.73 Unrealized -0.8%
TRV THE TRAVELERS COMPANIES, INC 0.5%
Value ($000) $4,861 Shares 40,836 Est. Cost $81.37 Unrealized +12.5%
CERNER CORPORATION 0.5%
Value ($000) $4,807 Shares 82,046 Est. Cost $59.80 Unrealized
POSIX PRINCIPAL GLOBAL REAL ESTATE SECURITES 0.5%
Value ($000) $4,744 Shares 505,193 Est. Cost $9.23 Unrealized
VZ VERIZON COMMUNICATIONS 0.5%
Value ($000) $4,665 Shares 83,552 Est. Cost $27.11 Unrealized +16.1%
PYPL PAYPAL HOLDINGS INC 0.5%
Value ($000) $4,613 Shares 126,354 Est. Cost $35.91 Unrealized +6.2%
MSFT MICROSOFT CORPORATION 0.5%
Value ($000) $4,529 Shares 88,516 Est. Cost $28.45 Unrealized +61.6%
ADP AUTOMATIC DATA PROCESSING 0.5%
Value ($000) $4,528 Shares 49,285 Est. Cost $47.09 Unrealized +52.4%
VBTLX VANGUARD TOTAL BOND MKT INDEX #584-ADM SH 0.5%
Value ($000) $4,503 Shares 405,997 Est. Cost $10.79 Unrealized
HON HONEYWELL INTERNATIONAL INC 0.5%
Value ($000) $4,377 Shares 37,630 Est. Cost $76.16 Unrealized +10.5%
CHKP CHECK POINT SOFTWARE TECH 0.5%
Value ($000) $4,298 Shares 53,948 Est. Cost $84.25 Unrealized -0.7%
LABORATORY CORPORATION OF AMERICA HOLDINGS 0.5%
Value ($000) $4,256 Shares 32,676 Est. Cost $122.56 Unrealized
CVS CVS HEALTH CORPORATION 0.5%
Value ($000) $4,239 Shares 44,270 Est. Cost $41.53 Unrealized +79.4%
TROW T ROWE PRICE GROUP INC 0.5%
Value ($000) $4,211 Shares 57,700 Est. Cost $53.79 Unrealized -2.6%
COST COSTCO WHOLESALE CORP. 0.5%
Value ($000) $4,179 Shares 26,609 Est. Cost $86.86 Unrealized +47.4%
CSX CSX CORP. 0.5%
Value ($000) $4,135 Shares 158,569 Est. Cost $6.84 Unrealized +10.8%
JPMORGAN ALERIAN MLP INDEX ETN 0.5%
Value ($000) $4,130 Shares 129,830 Est. Cost $43.76 Unrealized
PNC PNC FINANCIAL SERVICES GROUP, INC. 0.5%
Value ($000) $4,105 Shares 50,442 Est. Cost $48.63 Unrealized +29.5%
INTC INTEL CORPORATION 0.5%
Value ($000) $4,063 Shares 123,874 Est. Cost $18.68 Unrealized +34.4%
NEE NEXTERA ENERGY 0.4%
Value ($000) $4,016 Shares 30,800 Est. Cost $14.87 Unrealized +58.0%
TFEQX TEMPLETON FOREIGN EQUITY SERIES PRIMARY SHS 0.4%
Value ($000) $4,005 Shares 224,712 Est. Cost $19.95 Unrealized
DE DEERE & COMPANY 0.4%
Value ($000) $3,980 Shares 49,119 Est. Cost $68.07 Unrealized +2.8%
KMB KIMBERLY CLARK CORP 0.4%
Value ($000) $3,966 Shares 28,845 Est. Cost $64.86 Unrealized +44.8%
HAS HASBRO, INC. 0.4%
Value ($000) $3,908 Shares 46,524 Est. Cost $31.12 Unrealized +97.0%
PDRDX PRINCIPAL DIVERSIFIED REAL ASSET INST 0.4%
Value ($000) $3,854 Shares 350,386 Est. Cost $12.06 Unrealized
PEP PEPSICO INC. 0.4%
Value ($000) $3,839 Shares 36,236 Est. Cost $57.17 Unrealized +34.8%
PFE PFIZER INC 0.4%
Value ($000) $3,836 Shares 108,968 Est. Cost $17.01 Unrealized +23.8%
SLB SCHLUMBERGER LIMITED 0.4%
Value ($000) $3,817 Shares 48,269 Est. Cost $53.83 Unrealized +8.2%
AEP AMERICAN ELECTRIC POWER COMPANY 0.4%
Value ($000) $3,770 Shares 53,776 Est. Cost $38.13 Unrealized +22.3%
GPC GENUINE PARTS CO. 0.4%
Value ($000) $3,696 Shares 36,508 Est. Cost $55.44 Unrealized +32.3%
MONSANTO CO. 0.4%
Value ($000) $3,669 Shares 35,482 Est. Cost $100.10 Unrealized
RHHBY ROCHE HOLDINGS LTD-SPONS ADR 0.4%
Value ($000) $3,600 Shares 109,573 Est. Cost $47.72 Unrealized
USATX USAA TAX EXEMPT INTERMEDIATE TERM FUND 0.4%
Value ($000) $3,580 Shares 258,302 Est. Cost $13.47 Unrealized
VGSLX VANGUARD REIT INDEX FUND ADMIRAL SHARES 0.4%
Value ($000) $3,566 Shares 28,369 Est. Cost $111.88 Unrealized
IBB ISHARES NASDAQ BIOTECHNOLOGY INDEX FUND 0.4%
Value ($000) $3,521 Shares 13,683 Est. Cost $257.62 Unrealized
EOG EOG RESOURCES INC 0.4%
Value ($000) $3,515 Shares 42,142 Est. Cost $65.75 Unrealized -9.8%
VWIUX VANGUARD INTER TERM T/EXEMPT ADMIRAL SHARES 0.4%
Value ($000) $3,506 Shares 240,090 Est. Cost $13.92 Unrealized
SO SOUTHERN CO. 0.4%
Value ($000) $3,468 Shares 64,663 Est. Cost $27.27 Unrealized +23.3%
TGT TARGET CORP 0.4%
Value ($000) $3,460 Shares 49,554 Est. Cost $42.81 Unrealized +31.1%
WSM WILLIAMS SONOMA INC 0.4%
Value ($000) $3,301 Shares 63,314 Est. Cost $30.00 Unrealized -27.4%
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.4%
Value ($000) $3,243 Shares 38,965 Est. Cost $67.47 Unrealized
MRK MERCK & CO INC 0.4%
Value ($000) $3,207 Shares 55,661 Est. Cost $31.39 Unrealized +25.8%
CA INC. 0.4%
Value ($000) $3,202 Shares 97,537 Est. Cost $28.78 Unrealized
UNILEVER PLC-SPONS ADR 0.3%
Value ($000) $3,129 Shares 65,303 Est. Cost $40.85 Unrealized
SLF SUN LIFE FINANCIAL INC 0.3%
Value ($000) $3,100 Shares 94,420 Est. Cost $29.10 Unrealized +15.2%
WFC WELLS FARGO & CO NEW 0.3%
Value ($000) $3,042 Shares 64,266 Est. Cost $38.29 Unrealized -2.8%
SPECTRA ENERGY CORPORATION 0.3%
Value ($000) $2,891 Shares 78,918 Est. Cost $34.46 Unrealized
SNY SANOFI-AVENTIS - ADR 0.3%
Value ($000) $2,864 Shares 68,428 Est. Cost $46.05 Unrealized
CREDIT SUISSE X-LINKS CUSHING MLP 0.3%
Value ($000) $2,822 Shares 132,645 Est. Cost $26.54 Unrealized
WMT WAL-MART STORES INC. 0.3%
Value ($000) $2,788 Shares 38,189 Est. Cost $16.84 Unrealized +15.9%
IBM IBM 0.3%
Value ($000) $2,713 Shares 17,878 Est. Cost $114.04 Unrealized -16.6%
VWALX VANGUARD HIGH YIELD TAX EXEMPT ADMIRAL SHARES 0.3%
Value ($000) $2,659 Shares 226,127 Est. Cost $11.42 Unrealized
UBS ETRACS ALERIAN MLP INFRASTRUCTURE INDEX 0.3%
Value ($000) $2,594 Shares 91,764 Est. Cost $26.62 Unrealized
BB&T CORPORATION 0.3%
Value ($000) $2,399 Shares 67,370 Est. Cost $35.61 Unrealized
VEIRX VANGUARD EQUITY INCOME FUND ADMIRAL SHARES 0.3%
Value ($000) $2,392 Shares 36,364 Est. Cost $59.18 Unrealized
BA BOEING COMPANY 0.3%
Value ($000) $2,366 Shares 18,221 Est. Cost $112.15 Unrealized +5.7%
UPS UNITED PARCEL SERVICE 0.2%
Value ($000) $2,186 Shares 20,294 Est. Cost $70.28 Unrealized +4.0%
ADI ANALOG DEVICES INC 0.2%
Value ($000) $2,108 Shares 37,217 Est. Cost $42.24 Unrealized +12.5%
TRMCX T ROWE PRICE MIDCAP VALUE FUND 0.2%
Value ($000) $2,075 Shares 74,933 Est. Cost $27.53 Unrealized
BMY BRISTOL MYERS SQUIBB 0.2%
Value ($000) $1,903 Shares 25,876 Est. Cost $29.00 Unrealized +74.1%
VEXRX VANGUARD EXPLORER FUND ADMIRAL SHARES 0.2%
Value ($000) $1,863 Shares 24,546 Est. Cost $84.99 Unrealized
EFA ISHARES MSCI EAFE ETF 0.2%
Value ($000) $1,801 Shares 32,263 Est. Cost $57.59 Unrealized
VFIAX VANGUARD 500 INDEX FUND ADMIRAL SHS #540 0.2%
Value ($000) $1,723 Shares 8,897 Est. Cost $180.48 Unrealized
VWO VANGUARD FTSE EMERGING MARKET ETF 0.2%
Value ($000) $1,619 Shares 45,957 Est. Cost $33.34 Unrealized
PRGFX T ROWE PRICE GROWTH STOCK FUND 0.2%
Value ($000) $1,550 Shares 30,738 Est. Cost $47.23 Unrealized
ISHARES GOLD TRUST 0.2%
Value ($000) $1,439 Shares 112,793 Est. Cost $11.24 Unrealized
SPY SPDR S&P 500 ETF TRUST 0.2%
Value ($000) $1,430 Shares 6,831 Est. Cost $169.19 Unrealized
VUG VANGUARD GROWTH ETF 0.2%
Value ($000) $1,427 Shares 13,315 Est. Cost $78.15 Unrealized
LLY ELI LILLY & CO 0.2%
Value ($000) $1,368 Shares 17,376 Est. Cost $44.85 Unrealized +42.9%
MMM 3M CO 0.2%
Value ($000) $1,366 Shares 7,799 Est. Cost $69.10 Unrealized +48.3%
PCLIX PIMCO COMMODITIES PLUS STRATEGY INST 0.1%
Value ($000) $1,326 Shares 218,165 Est. Cost $6.92 Unrealized
BROADWAY BANCSHARES INC TEX COM 0.1%
Value ($000) $1,313 Shares 6,102 Est. Cost $193.22 Unrealized
DODGX DODGE & COX STOCK FUND 0.1%
Value ($000) $1,313 Shares 8,245 Est. Cost $143.86 Unrealized
SPOKE HOLLOW RANCH INC 0.1%
Value ($000) $1,295 Shares 621,939 Est. Cost $1.96 Unrealized
DTH WISDOMTREE INTERNATIONAL HIGH DIVIDEND FUND 0.1%
Value ($000) $1,258 Shares 34,517 Est. Cost $44.20 Unrealized
XBI SPDR S&P BIOTECH ETF 0.1%
Value ($000) $1,229 Shares 22,727 Est. Cost $77.99 Unrealized
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST 0.1%
Value ($000) $1,216 Shares 6,793 Est. Cost $150.75 Unrealized
VTSAX VANGUARD TOTAL STOCK MARKET INDEX- ADMIRAL 0.1%
Value ($000) $1,053 Shares 20,176 Est. Cost $49.37 Unrealized
PURZX PRUDENTIAL GLOBAL REAL EST-Z INST 0.1%
Value ($000) $993 Shares 39,755 Est. Cost $24.50 Unrealized
VFIJX VANGUARD GNMA FUND ADMIRAL SHARES 0.1%
Value ($000) $965 Shares 88,924 Est. Cost $10.48 Unrealized
DWGHX AMERICAN FUNDS DEVELOPING WORLD G&I F2 0.1%
Value ($000) $907 Shares 99,962 Est. Cost $10.47 Unrealized
USGNX USAA GOVERNMENT SECURITIES FUND 0.1%
Value ($000) $776 Shares 76,994 Est. Cost $10.01 Unrealized
USSTX USAA TAX EXEMPT SHORT TERM FUND 0.1%
Value ($000) $771 Shares 72,637 Est. Cost $10.70 Unrealized
GOOG ALPHABET INC CL C 0.1%
Value ($000) $721 Shares 1,041 Est. Cost $35.61 Unrealized +0.1%
PRSGX T ROWE PRICE SPECTRUM GROWTH 0.1%
Value ($000) $705 Shares 33,537 Est. Cost $21.86 Unrealized
AMGIX AMERICAN CENTURY INCOME & GROWTH FUND 0.1%
Value ($000) $682 Shares 20,076 Est. Cost $32.01 Unrealized
SPG SIMON PPTY GROUP (PREV SIMON DEBARTOLO GRP) 0.1%
Value ($000) $677 Shares 3,121 Est. Cost $89.83 Unrealized +38.2%
CL COLGATE-PALMOLIVE COMPANY 0.1%
Value ($000) $623 Shares 8,507 Est. Cost $44.39 Unrealized +28.2%
USSPX USAA S&P 500 INDEX FUND 0.1%
Value ($000) $592 Shares 19,763 Est. Cost $29.95 Unrealized
VWLUX VANGUARD LONG TERM TAX EXEMPT ADMIRAL SHARES 0.1%
Value ($000) $591 Shares 48,626 Est. Cost $11.85 Unrealized
PSA PUBLIC STORAGE 0.1%
Value ($000) $584 Shares 2,283 Est. Cost $101.14 Unrealized +72.3%
AGL RESOURCES INC. 0.1%
Value ($000) $564 Shares 8,560 Est. Cost $44.21 Unrealized
D DOMINION RES INC VA NEW COM 0.1%
Value ($000) $534 Shares 6,843 Est. Cost $35.44 Unrealized +34.7%
BXP BOSTON PROPERTIES, INC 0.1%
Value ($000) $514 Shares 3,897 Est. Cost $70.32 Unrealized +22.8%
CLX CLOROX COMPANY 0.1%
Value ($000) $512 Shares 3,700 Est. Cost $64.17 Unrealized +53.8%
KO COCA COLA CO. 0.1%
Value ($000) $511 Shares 11,274 Est. Cost $28.31 Unrealized +17.7%
PRFDX T ROWE PRICE EQUITY INCOME FUND 0.1%
Value ($000) $506 Shares 16,803 Est. Cost $31.33 Unrealized
SKT TANGER FACTORY OUTLET CENTER 0.1%
Value ($000) $502 Shares 12,501 Est. Cost $33.15 Unrealized
ANWFX AMERICAN NEW PERSPECTIVE FUND F2 0.1%
Value ($000) $489 Shares 13,825 Est. Cost $33.70 Unrealized
GENERAL ELECTRIC COMPANY 0.0%
Value ($000) $451 Shares 14,318 Est. Cost $24.44 Unrealized
EQR EQUITY RESIDENTIAL 0.0%
Value ($000) $439 Shares 6,367 Est. Cost $36.03 Unrealized +28.7%
AME AMETEK INC (NEW) 0.0%
Value ($000) $423 Shares 9,150 Est. Cost $38.40 Unrealized +17.4%
VPMAX VANGUARD PRIMECAP FUND ADMIRAL SHARES 0.0%
Value ($000) $411 Shares 4,052 Est. Cost $86.46 Unrealized
DLR DIGITAL REALTY TRUST INC 0.0%
Value ($000) $403 Shares 3,697 Est. Cost $44.63 Unrealized +52.0%
SBR SABINE ROYALTY TRUST 0.0%
Value ($000) $388 Shares 11,600 Est. Cost $51.65 Unrealized
BURKE & HERBERT BANK & TRUST 0.0%
Value ($000) $376 Shares 196 Est. Cost $2170.07 Unrealized
VNO VORNADO REALTY TRUST 0.0%
Value ($000) $374 Shares 3,731 Est. Cost $96.16 Unrealized
AMT AMERICAN TOWER CORP 0.0%
Value ($000) $357 Shares 3,142 Est. Cost $75.02 Unrealized +11.6%
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $350 Shares 4,206 Est. Cost $85.05 Unrealized
FAGCX FIDELITY ADVISOR GROWTH OPP FUND 0.0%
Value ($000) $347 Shares 5,904 Est. Cost $58.77 Unrealized
ABBV ABBVIE INC 0.0%
Value ($000) $344 Shares 5,545 Est. Cost $29.00 Unrealized +41.3%
GTEYX GATEWAY FUND 0.0%
Value ($000) $333 Shares 11,169 Est. Cost $29.81 Unrealized
IJR ISHARES CORE S&P SMALL CAP ETF 0.0%
Value ($000) $299 Shares 2,568 Est. Cost $95.72 Unrealized
PPL PPL CORP COM 0.0%
Value ($000) $298 Shares 7,905 Est. Cost $16.78 Unrealized +47.6%
ALLERGAN PLC 0.0%
Value ($000) $278 Shares 1,202 Est. Cost $268.27 Unrealized
E.I. DUPONT DE NEMOURS & CO 0.0%
Value ($000) $277 Shares 4,278 Est. Cost $53.93 Unrealized
KMI KINDER MORGAN INC 0.0%
Value ($000) $275 Shares 14,713 Est. Cost $20.30 Unrealized -46.2%
DVY ISHARES SELECT DIVIDEND ETF 0.0%
Value ($000) $255 Shares 2,993 Est. Cost $64.99 Unrealized
IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF 0.0%
Value ($000) $254 Shares 1,976 Est. Cost $97.00 Unrealized
VTR VENTAS INC 0.0%
Value ($000) $248 Shares 3,408 Est. Cost $46.70 Unrealized -7.0%
CSRSX COHEN & STEERS REALTY SHARES 0.0%
Value ($000) $247 Shares 3,307 Est. Cost $66.87 Unrealized
MAIRS & POWER GROWTH FUND 0.0%
Value ($000) $245 Shares 2,131 Est. Cost $114.97 Unrealized
DEM WISDOM TREE EMERGING MARKETS HIGH DIVIDEND FD 0.0%
Value ($000) $241 Shares 6,790 Est. Cost $47.88 Unrealized
WELL WELLTOWER INC 0.0%
Value ($000) $239 Shares 3,143 Est. Cost $49.24 Unrealized +0.6%
SECURITY STATE BANK - FARWELL, TX 0.0%
Value ($000) $239 Shares 75 Est. Cost $1502.02 Unrealized
EMR EMERSON ELECTRIC COMPANY 0.0%
Value ($000) $236 Shares 4,521 Est. Cost $40.65 Unrealized +2.2%
AEE AMEREN CORP 0.0%
Value ($000) $236 Shares 4,400 Est. Cost $23.45 Unrealized +58.1%
VWSUX VANGUARD SHORT TERM TAX EXEMPT ADMIRAL SHS 0.0%
Value ($000) $221 Shares 13,920 Est. Cost $15.84 Unrealized
RACKSPACE HOSTING INC 0.0%
Value ($000) $217 Shares 10,423 Est. Cost $37.87 Unrealized
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $201 Shares 2,500 Est. Cost $39.12 Unrealized +35.9%
ATO ATMOS ENERGY CORPORATION 0.0%
Value ($000) $189 Shares 2,330 Est. Cost $52.80 Unrealized +11.8%
USTEX USAA TAX EXEMPT LONG TERM FUND 0.0%
Value ($000) $189 Shares 13,545 Est. Cost $13.35 Unrealized
DUK DUKE ENERGY CORP 0.0%
Value ($000) $188 Shares 2,189 Est. Cost $43.29 Unrealized +24.3%
XLF FINANCIAL SELECT SECTOR SPDR ETF 0.0%
Value ($000) $180 Shares 7,872 Est. Cost $20.43 Unrealized
PRNEX T ROWE PRICE NEW ERA FUND 0.0%
Value ($000) $180 Shares 5,630 Est. Cost $46.33 Unrealized
PRITX T ROWE PRICE INTERNATIONAL STOCK FUND 0.0%
Value ($000) $179 Shares 11,760 Est. Cost $15.15 Unrealized
IWR ISHARES RUSSELL MID-CAP ETF 0.0%
Value ($000) $179 Shares 1,068 Est. Cost $129.42 Unrealized
FBIN FORTUNE BRANDS HOME & SECURITY INC 0.0%
Value ($000) $179 Shares 3,080 Est. Cost $27.93 Unrealized +51.8%
DOW CHEMICAL COMPANY 0.0%
Value ($000) $179 Shares 3,620 Est. Cost $43.05 Unrealized
IJH ISHARES CORE S&P MID-CAP ETF 0.0%
Value ($000) $174 Shares 1,162 Est. Cost $137.75 Unrealized
VWNAX VANGUARD WINDSOR II FUND ADMIRAL SHS 0.0%
Value ($000) $169 Shares 2,794 Est. Cost $68.47 Unrealized
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FD 0.0%
Value ($000) $163 Shares 2,085 Est. Cost $63.63 Unrealized
DHR DANAHER CORP DEL COM 0.0%
Value ($000) $160 Shares 1,585 Est. Cost $29.29 Unrealized +36.8%
EMC CORP/MASS 0.0%
Value ($000) $160 Shares 5,893 Est. Cost $23.99 Unrealized
VNQ VANGUARD REIT ETF 0.0%
Value ($000) $159 Shares 1,790 Est. Cost $69.97 Unrealized
UNP UNION PACIFIC CORPORATION 0.0%
Value ($000) $151 Shares 1,731 Est. Cost $69.78 Unrealized -2.2%
HACAX HARBOR CAPITAL APPRECIATION FUND - INST 0.0%
Value ($000) $151 Shares 2,657 Est. Cost $54.25 Unrealized
SPOKE HOLLOW RANCH, INC. 0.0%
Value ($000) $150 Shares 44,900 Est. Cost $3.34 Unrealized
USAIX USAA INCOME FUND 0.0%
Value ($000) $147 Shares 11,113 Est. Cost $13.14 Unrealized
XEL XCEL ENERGY, INC. 0.0%
Value ($000) $145 Shares 3,246 Est. Cost $22.34 Unrealized +37.4%
MUTHX FRANKLIN MUTUAL SHARES FUND CL Z 0.0%
Value ($000) $141 Shares 5,194 Est. Cost $25.30 Unrealized
IJJ ISHARES S&P MID-CAP 400 VALUE ETF 0.0%
Value ($000) $139 Shares 1,082 Est. Cost $101.66 Unrealized
DODIX DODGE & COX INCOME FUND 0.0%
Value ($000) $138 Shares 10,088 Est. Cost $13.66 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.0%
Value ($000) $137 Shares 1,908 Est. Cost $55.54 Unrealized
UNILEVER N V-NY SHARES (NEW) 0.0%
Value ($000) $135 Shares 2,886 Est. Cost $43.95 Unrealized
MCK MCKESSON CORPORATION 0.0%
Value ($000) $132 Shares 705 Est. Cost $211.25 Unrealized -23.0%
FPURX FIDELITY PURITAN FUND 0.0%
Value ($000) $131 Shares 6,426 Est. Cost $20.70 Unrealized
WIP SPDR CITI INTL GOVT INFLATION-PROTECTED ETF 0.0%
Value ($000) $130 Shares 2,370 Est. Cost $62.03 Unrealized
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $127 Shares 2,311 Est. Cost $46.45 Unrealized
PRHYX T ROWE PRICE HIGH YIELD FUND 0.0%
Value ($000) $124 Shares 19,279 Est. Cost $6.94 Unrealized
LOW LOWE'S COS. INC. 0.0%
Value ($000) $121 Shares 1,523 Est. Cost $43.77 Unrealized +48.0%
CB CHUBB LTD 0.0%
Value ($000) $120 Shares 915 Est. Cost $96.32 Unrealized +7.6%
TEPLX TEMPLETON GROWTH FUND, INC. 0.0%
Value ($000) $119 Shares 5,631 Est. Cost $26.30 Unrealized
CPB CAMPBELL SOUP COMPANY 0.0%
Value ($000) $115 Shares 1,730 Est. Cost $40.26 Unrealized +14.6%
HP HELMERICH & PAYNE 0.0%
Value ($000) $114 Shares 1,700 Est. Cost $61.57 Unrealized +0.4%
VDC VANGUARD CONSUMER STAPLES ETF 0.0%
Value ($000) $113 Shares 800 Est. Cost $135.00 Unrealized
LSGBX LOOMIS SAYLES GLOBAL BOND FUND 0.0%
Value ($000) $104 Shares 6,445 Est. Cost $16.31 Unrealized
TLH ISHARES 10-20 YEAR TREASURY BOND ETF 0.0%
Value ($000) $103 Shares 700 Est. Cost $141.43 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $101 Shares 1,279 Est. Cost $48.00 Unrealized +18.1%
POWERSHARES DB COMMODITY INDEX (PARTNERSHIP) 0.0%
Value ($000) $101 Shares 6,594 Est. Cost $13.40 Unrealized
SDY SPDR S&P DIVIDEND ETF 0.0%
Value ($000) $100 Shares 1,190 Est. Cost $66.39 Unrealized
FCNTX FIDELITY CONTRA FUND 0.0%
Value ($000) $100 Shares 1,035 Est. Cost $101.20 Unrealized
MDLZ MONDELEZ INTERNATIONAL INC-A 0.0%
Value ($000) $100 Shares 2,194 Est. Cost $25.92 Unrealized +34.4%
HAL HALLIBURTON CO 0.0%
Value ($000) $97 Shares 2,142 Est. Cost $32.70 Unrealized +4.4%
ALL ALLSTATE CORP. 0.0%
Value ($000) $97 Shares 1,385 Est. Cost $37.12 Unrealized +45.8%
OKE ONEOK INC 0.0%
Value ($000) $95 Shares 2,000 Est. Cost $20.38 Unrealized +8.5%
PAYX PAYCHEX INC COM 0.0%
Value ($000) $94 Shares 1,585 Est. Cost $33.77 Unrealized +19.0%
FIRST TEXAS BANCORP, INC. 0.0%
Value ($000) $94 Shares 510 Est. Cost $180.39 Unrealized
HD HOME DEPOT INC 0.0%
Value ($000) $92 Shares 720 Est. Cost $69.80 Unrealized +50.4%
WGIFX AMERICAN CAPITAL WORLD GROWTH & INCOME FD F2 0.0%
Value ($000) $91 Shares 2,094 Est. Cost $41.61 Unrealized
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $91 Shares 2,266 Est. Cost $22.82 Unrealized +27.9%
VLO VALERO ENERGY NEW 0.0%
Value ($000) $91 Shares 1,788 Est. Cost $30.52 Unrealized +26.0%
TLT ISHARES BARCLAYS 20+ YEAR TREASURY BOND FUND 0.0%
Value ($000) $87 Shares 625 Est. Cost $139.20 Unrealized
TGRIX AMERICAN CENTURY INTL GROWTH INSTITUTIONAL SH 0.0%
Value ($000) $86 Shares 8,063 Est. Cost $11.90 Unrealized
AXP AMERICAN EXPRESS CO. 0.0%
Value ($000) $84 Shares 1,379 Est. Cost $59.78 Unrealized -7.6%
IEI ISHARES 3-7 YEAR TREASURY BOND ETF 0.0%
Value ($000) $83 Shares 650 Est. Cost $127.69 Unrealized
TXN TEXAS INSTRUMENTS 0.0%
Value ($000) $82 Shares 1,306 Est. Cost $40.60 Unrealized +12.5%
IGSB ISHARES 1-3 YEAR CREDIT BOND ETF 0.0%
Value ($000) $82 Shares 771 Est. Cost $106.36 Unrealized
OWENS REALTY MORTGAGE INC 0.0%
Value ($000) $82 Shares 4,931 Est. Cost $12.41 Unrealized
EXPRESS SCRIPTS HOLDING COMPANY 0.0%
Value ($000) $81 Shares 1,070 Est. Cost $61.95 Unrealized
FIS FIDELITY NATIONAL INFORMATION SERVICES INC 0.0%
Value ($000) $81 Shares 1,096 Est. Cost $48.90 Unrealized +21.7%
FTRBX FEDERATED TOTAL RETURN BOND FUND 0.0%
Value ($000) $80 Shares 7,243 Est. Cost $10.96 Unrealized
BAC BANK OF AMERICA CORP 0.0%
Value ($000) $80 Shares 6,030 Est. Cost $11.77 Unrealized -3.7%
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $78 Shares 351 Est. Cost $80.31 Unrealized +124.4%
ROCKWELL COLLINS, INC. 0.0%
Value ($000) $77 Shares 904 Est. Cost $89.36 Unrealized
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $76 Shares 657 Est. Cost $88.94 Unrealized +7.3%
BFWFX AMERICAN CAPITAL WORLD BOND FUND F2 0.0%
Value ($000) $76 Shares 3,742 Est. Cost $19.87 Unrealized
OPPENHEIMER DEVELOPING MARKETS FUND 0.0%
Value ($000) $74 Shares 2,373 Est. Cost $34.26 Unrealized
JAGIX JANUS GROWTH & INCOME FUND 0.0%
Value ($000) $69 Shares 1,520 Est. Cost $39.44 Unrealized
CIGNA CORPORATION 0.0%
Value ($000) $69 Shares 541 Est. Cost $74.23 Unrealized
MDT MEDTRONIC PLC 0.0%
Value ($000) $68 Shares 790 Est. Cost $57.95 Unrealized +9.6%
ILMN ILLUMINA INC 0.0%
Value ($000) $67 Shares 475 Est. Cost $64.01 Unrealized +121.9%
TEMWX TEMPLETON WORLD FUND CL A 0.0%
Value ($000) $66 Shares 4,538 Est. Cost $18.71 Unrealized
SRE SEMPRA ENERGY 0.0%
Value ($000) $66 Shares 576 Est. Cost $32.34 Unrealized +20.6%
VGT VANGUARD INFORMATION TECHNOLOGY ETF 0.0%
Value ($000) $64 Shares 597 Est. Cost $107.20 Unrealized
KHC KRAFT HEINZ COMPANY 0.0%
Value ($000) $63 Shares 715 Est. Cost $47.82 Unrealized +12.1%
COP CONOCOPHILLIPS 0.0%
Value ($000) $62 Shares 1,421 Est. Cost $41.33 Unrealized -20.7%
FSGAX FRANKLIN SMALL MIDCAP GROWTH FUND ADVISOR SHS 0.0%
Value ($000) $61 Shares 1,754 Est. Cost $40.30 Unrealized
BAX BAXTER INTERNATIONAL INC. 0.0%
Value ($000) $61 Shares 1,347 Est. Cost $30.82 Unrealized +21.6%
SYY SYSCO CORPORATION 0.0%
Value ($000) $61 Shares 1,200 Est. Cost $24.61 Unrealized +53.1%
FKTIX FRANKLIN FEDERAL TAX FREE INCOME FUND CL A 0.0%
Value ($000) $59 Shares 4,672 Est. Cost $12.12 Unrealized
NSC NORFOLK SOUTHERN CORP. 0.0%
Value ($000) $59 Shares 693 Est. Cost $57.67 Unrealized +20.9%
VFH VANGUARD FINANCIALS ETF 0.0%
Value ($000) $57 Shares 1,204 Est. Cost $47.34 Unrealized
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $57 Shares 1,021 Est. Cost $55.83 Unrealized
ROYAL DUTCH SHELL PLC SPON ADR 0.0%
Value ($000) $55 Shares 996 Est. Cost $65.96 Unrealized
ADBE ADOBE SYSTEMS INC. 0.0%
Value ($000) $55 Shares 575 Est. Cost $44.30 Unrealized +116.8%
HSBC HOLDINGS PLC 8.125% PFD 0.0%
Value ($000) $54 Shares 2,000 Est. Cost $25.50 Unrealized
EXC EXELON CORPORATION 0.0%
Value ($000) $52 Shares 1,424 Est. Cost $14.90 Unrealized +18.5%
IGFFX AMERICAN INTERNATIONAL GROWTH AND INCOME F2 0.0%
Value ($000) $51 Shares 1,827 Est. Cost $32.34 Unrealized
NJR NEW JERSEY RESOURCES CORP. 0.0%
Value ($000) $51 Shares 1,332 Est. Cost $21.03 Unrealized +24.6%
GLAXOSMITHKLINE PLC SPONSORED ADR 0.0%
Value ($000) $51 Shares 1,177 Est. Cost $48.35 Unrealized
V VISA INC 0.0%
Value ($000) $50 Shares 680 Est. Cost $55.97 Unrealized +30.8%
SCANA CORP NEW COM 0.0%
Value ($000) $49 Shares 648 Est. Cost $48.61 Unrealized
SJM J. M. SMUCKER CO. 0.0%
Value ($000) $49 Shares 323 Est. Cost $81.33 Unrealized +21.9%
MERIDIAN BANCORP INC 0.0%
Value ($000) $48 Shares 3,264 Est. Cost $13.48 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 0.0%
Value ($000) $48 Shares 450 Est. Cost $82.22 Unrealized
KEY KEYCORP 0.0%
Value ($000) $46 Shares 4,186 Est. Cost $6.76 Unrealized +18.3%
FISV FISERV, INC. 0.0%
Value ($000) $45 Shares 414 Est. Cost $40.59 Unrealized +26.8%
GUGGENHEIM S&P EQUAL WEIGHT ETF 0.0%
Value ($000) $45 Shares 556 Est. Cost $80.94 Unrealized
ABT ABBOTT LABORATORIES 0.0%
Value ($000) $43 Shares 1,099 Est. Cost $31.77 Unrealized +5.0%
TAREX THIRD AVENUE REAL ESTATE VALUE FUND 0.0%
Value ($000) $43 Shares 1,466 Est. Cost $27.48 Unrealized
ARCC ARES CAPITAL CORPORATION 0.0%
Value ($000) $42 Shares 2,975 Est. Cost $5.23 Unrealized +13.6%
CSRIX COHEN & STEERS INSTITUTIONAL REALTY SHARES 0.0%
Value ($000) $42 Shares 856 Est. Cost $47.44 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $40 Shares 350 Est. Cost $101.81 Unrealized
ITW ILLINOIS TOOL WORKS INC. 0.0%
Value ($000) $40 Shares 386 Est. Cost $54.25 Unrealized +53.5%
AMGN AMGEN, INC 0.0%
Value ($000) $40 Shares 259 Est. Cost $92.06 Unrealized +26.8%
LUV SOUTHWEST AIRLINES CO. 0.0%
Value ($000) $40 Shares 1,012 Est. Cost $15.27 Unrealized +149.8%
PFG PRINCIPAL FINANCIAL GROUP 0.0%
Value ($000) $40 Shares 963 Est. Cost $29.77 Unrealized -1.1%
AMP AMERIPRISE FINANCIAL INC. 0.0%
Value ($000) $39 Shares 428 Est. Cost $59.57 Unrealized +32.9%
BLACKROCK GLOBAL LONG/SHORT CREDIT FUND 0.0%
Value ($000) $39 Shares 3,991 Est. Cost $10.75 Unrealized
EHSTX EATON VANCE LARGE CAP VALUE FUND CL A 0.0%
Value ($000) $38 Shares 2,260 Est. Cost $22.21 Unrealized
ADM ARCHER DANIELS MIDLAND 0.0%
Value ($000) $37 Shares 872 Est. Cost $35.55 Unrealized -15.7%
SHIRE PLC ADR 0.0%
Value ($000) $37 Shares 200 Est. Cost $185.00 Unrealized
VWINX VANGUARD WELLESLEY INCOME FUND 0.0%
Value ($000) $36 Shares 1,374 Est. Cost $25.71 Unrealized
VWELX VANGUARD WELLINGTON FUND 0.0%
Value ($000) $36 Shares 939 Est. Cost $38.28 Unrealized
RAYTHEON COMPANY 0.0%
Value ($000) $36 Shares 268 Est. Cost $104.83 Unrealized
O REALTY INCOME CORPORATION 0.0%
Value ($000) $35 Shares 500 Est. Cost $26.82 Unrealized +43.9%
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $35 Shares 255 Est. Cost $88.49 Unrealized +27.8%
BUD ANHEUSER-BUSCH INBEV NV-SPN ADR 0.0%
Value ($000) $34 Shares 260 Est. Cost $106.85 Unrealized
ARTNA ARTESIAN RESOURCES CORP CL A 0.0%
Value ($000) $34 Shares 990 Est. Cost $19.16 Unrealized +13.9%
TAP MOLSON COORS BREWING CO - B 0.0%
Value ($000) $33 Shares 330 Est. Cost $70.26 Unrealized +10.0%
OGS ONE GAS INC 0.0%
Value ($000) $33 Shares 500 Est. Cost $34.23 Unrealized +76.1%
VINEX VANGUARD INTERNATIONAL EXPLORER 0.0%
Value ($000) $32 Shares 2,023 Est. Cost $18.25 Unrealized
HANESBRANDS INC 0.0%
Value ($000) $30 Shares 1,200 Est. Cost $37.50 Unrealized
CRANE CO 0.0%
Value ($000) $29 Shares 506 Est. Cost $53.36 Unrealized
BED BATH & BEYOND INC. 0.0%
Value ($000) $29 Shares 666 Est. Cost $49.55 Unrealized
TAVFX THIRD AVENUE VALUE FUND 0.0%
Value ($000) $29 Shares 593 Est. Cost $53.19 Unrealized
RPMGX T ROWE PRICE MIDCAP GROWTH FUND 0.0%
Value ($000) $29 Shares 394 Est. Cost $74.88 Unrealized
CAT CATERPILLAR INC. 0.0%
Value ($000) $28 Shares 368 Est. Cost $63.59 Unrealized -5.9%
SHW SHERWIN - WILLIAMS COMPANY 0.0%
Value ($000) $28 Shares 95 Est. Cost $53.48 Unrealized +66.7%
RWR SPDR DOW JONES REIT ETF 0.0%
Value ($000) $27 Shares 275 Est. Cost $76.36 Unrealized
CDK GLOBAL INC 0.0%
Value ($000) $27 Shares 492 Est. Cost $46.35 Unrealized
IYR ISHARES U.S. REAL ESTATE ETF 0.0%
Value ($000) $27 Shares 322 Est. Cost $66.92 Unrealized
FNF FNF GROUP 0.0%
Value ($000) $26 Shares 681 Est. Cost $14.06 Unrealized +14.9%
DU PONT E I DE NEMOURS $3.5 PFD SERIES A 0.0%
Value ($000) $26 Shares 300 Est. Cost $86.67 Unrealized
POWERSHARES QQQ 0.0%
Value ($000) $26 Shares 246 Est. Cost $105.69 Unrealized
XLB MATERIALS SELECT SECTOR SPDR TRUST FUND 0.0%
Value ($000) $26 Shares 562 Est. Cost $43.28 Unrealized
XLU UTILITIES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $26 Shares 502 Est. Cost $51.79 Unrealized
XLE ENERGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $25 Shares 363 Est. Cost $68.87 Unrealized
LMT LOCKHEED MARTIN CORPORATION 0.0%
Value ($000) $25 Shares 100 Est. Cost $71.65 Unrealized +154.5%
HE HAWAIIAN ELECTRIC INDUSTRIES INC 0.0%
Value ($000) $24 Shares 730 Est. Cost $33.33 Unrealized -1.1%
BK BANK OF NEW YORK MELLON CORP 0.0%
Value ($000) $24 Shares 605 Est. Cost $30.20 Unrealized +2.7%
BSV VANGUARD SHORT-TERM BOND ETF 0.0%
Value ($000) $24 Shares 293 Est. Cost $79.99 Unrealized
VTMGX VANGUARD DEVELOPED MARKETS INDEX ADM 0.0%
Value ($000) $24 Shares 2,115 Est. Cost $13.71 Unrealized
YUM YUM! BRANDS INC. 0.0%
Value ($000) $24 Shares 293 Est. Cost $45.38 Unrealized +9.0%
OGE OGE ENERGY CORP 0.0%
Value ($000) $24 Shares 731 Est. Cost $29.03 Unrealized +3.2%
EW EDWARDS LIFESCIENCES CORPORATION 0.0%
Value ($000) $23 Shares 230 Est. Cost $18.90 Unrealized +81.0%
ALCOA INC 0.0%
Value ($000) $22 Shares 2,300 Est. Cost $8.19 Unrealized
VWNFX VANGUARD WINDSOR II FUND 0.0%
Value ($000) $22 Shares 658 Est. Cost $37.88 Unrealized
SUNTRUST BANK INC 0.0%
Value ($000) $21 Shares 500 Est. Cost $32.00 Unrealized
FDX FEDEX CORPORATION 0.0%
Value ($000) $21 Shares 139 Est. Cost $81.95 Unrealized +69.9%
IVV ISHARES CORE S&P 500 ETF 0.0%
Value ($000) $21 Shares 101 Est. Cost $207.92 Unrealized
DEO DIAGEO PLC-SPONSORED ADR 0.0%
Value ($000) $21 Shares 190 Est. Cost $116.16 Unrealized
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $20 Shares 243 Est. Cost $47.34 Unrealized +32.6%
MEDIX MFS EMERGING MARKETS DEBT FUND I 0.0%
Value ($000) $20 Shares 1,358 Est. Cost $14.75 Unrealized
HEFA ISHARES CURRENCY HEDGED MSCI EAFE ETF 0.0%
Value ($000) $20 Shares 850 Est. Cost $23.53 Unrealized
TJX TJX COMPANIES INC 0.0%
Value ($000) $20 Shares 260 Est. Cost $22.09 Unrealized +50.9%
DREYFUS MUNICIPAL BOND FUND 0.0%
Value ($000) $20 Shares 1,595 Est. Cost $11.29 Unrealized
DTE DTE ENERGY COMPANY 0.0%
Value ($000) $20 Shares 200 Est. Cost $42.26 Unrealized +32.7%
CELGENE CORPORATION 0.0%
Value ($000) $20 Shares 202 Est. Cost $106.07 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
OMC OMNICOM GROUP INC 0.0%
Value ($000) $20 Shares 240 Est. Cost $40.69 Unrealized +46.6%
RPM RPM INTERNATIONAL INC 0.0%
Value ($000) $20 Shares 400 Est. Cost $38.93 Unrealized +28.8%
VRSN VERISIGN, INC. 0.0%
Value ($000) $20 Shares 233 Est. Cost $63.88 Unrealized +33.8%
PAA PLAINS ALL AMERICAN PIPELINE LP 0.0%
Value ($000) $20 Shares 720 Est. Cost $53.89 Unrealized
PNW PINNACLE WEST CAPITAL CORPORATION 0.0%
Value ($000) $20 Shares 250 Est. Cost $34.02 Unrealized +50.1%
TRREX T ROWE PRICE REAL ESTATE FUND 0.0%
Value ($000) $20 Shares 657 Est. Cost $27.45 Unrealized
WM WASTE MANAGEMENT INC (NEW) 0.0%
Value ($000) $19 Shares 280 Est. Cost $33.88 Unrealized +49.5%
AAL AMERICAN AIRLINES GROUP INC 0.0%
Value ($000) $19 Shares 666 Est. Cost $41.98 Unrealized -22.7%
HPE HEWLETT PACKARD ENTERPRISE COMPANY 0.0%
Value ($000) $19 Shares 1,033 Est. Cost $6.37 Unrealized +21.9%
STIP ISHARES 0-5 YEAR TIPS BOND ETF 0.0%
Value ($000) $19 Shares 190 Est. Cost $100.82 Unrealized
DODFX DODGE & COX INTERNATIONAL STOCK FUND 0.0%
Value ($000) $18 Shares 517 Est. Cost $36.05 Unrealized
GAP GAP INCORPORATED 0.0%
Value ($000) $18 Shares 866 Est. Cost $18.49 Unrealized -18.3%
DREYFUS PREMIER MUNICIPAL BOND FUND CLASS A 0.0%
Value ($000) $18 Shares 1,314 Est. Cost $12.18 Unrealized
TGEIX TCW EMERGING MARKETS INCOME FUND 0.0%
Value ($000) $18 Shares 2,265 Est. Cost $8.83 Unrealized
AVY AVERY DENNISON CORPORATION 0.0%
Value ($000) $18 Shares 241 Est. Cost $53.99 Unrealized +15.5%
SBUX STARBUCKS CORP 0.0%
Value ($000) $18 Shares 310 Est. Cost $39.33 Unrealized +18.1%
WESTAR ENERGY INC. 0.0%
Value ($000) $17 Shares 300 Est. Cost $33.33 Unrealized
ROP ROPER TECHNOLOGIES INC 0.0%
Value ($000) $17 Shares 100 Est. Cost $113.55 Unrealized +45.3%
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
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $17 Shares 100 Est. Cost $108.45 Unrealized +27.5%
APHIX ARTISAN INTERNATIONAL FUND 0.0%
Value ($000) $17 Shares 630 Est. Cost $26.98 Unrealized
JMHLY JARDINE MATHESON HOLDINGS LIMITED-UNSP ADR 0.0%
Value ($000) $17 Shares 300 Est. Cost $56.67 Unrealized
SGOIX FIRST EAGLE OVERSEAS FUND 0.0%
Value ($000) $16 Shares 693 Est. Cost $22.86 Unrealized
FSRIX FIDELITY ADVISOR STRATEGIC INCOME FUND CL I 0.0%
Value ($000) $16 Shares 1,322 Est. Cost $12.30 Unrealized
REYNOLDS AMERICAN INC. 0.0%
Value ($000) $16 Shares 302 Est. Cost $47.69 Unrealized
YORW YORK WATER CO 0.0%
Value ($000) $16 Shares 495 Est. Cost $19.17 Unrealized +26.9%
POWERSHARES DWA MOMENTUM PORTFOLIO 0.0%
Value ($000) $15 Shares 345 Est. Cost $43.48 Unrealized
WESTERN GAS PARTNERS LP 0.0%
Value ($000) $15 Shares 300 Est. Cost $63.33 Unrealized
USAAX USAA GROWTH FUND 0.0%
Value ($000) $15 Shares 619 Est. Cost $24.23 Unrealized
LEG LEGGETT & PLATT INC 0.0%
Value ($000) $15 Shares 300 Est. Cost $29.79 Unrealized +65.3%
HDV ISHARES CORE HIGH DIVIDEND ETF 0.0%
Value ($000) $15 Shares 178 Est. Cost $78.65 Unrealized
TCW STRATEGIC INCOME FUND INC 0.0%
Value ($000) $15 Shares 2,700 Est. Cost $5.56 Unrealized
UNH UNITEDHEALTH GROUP INC. 0.0%
Value ($000) $15 Shares 107 Est. Cost $70.34 Unrealized +62.3%
TBGVX TWEEDY BROWNE GLOBAL VALUE FUND 0.0%
Value ($000) $14 Shares 559 Est. Cost $25.86 Unrealized
USISX USAA INCOME STOCK FUND 0.0%
Value ($000) $14 Shares 777 Est. Cost $18.02 Unrealized
VFSTX VANGUARD SHORT-TERM INVESTMENT GRADE 0.0%
Value ($000) $14 Shares 1,324 Est. Cost $10.72 Unrealized
BND VANGUARD TOTAL BOND MARKET ETF 0.0%
Value ($000) $14 Shares 165 Est. Cost $84.85 Unrealized
KIE SPDR S&P INSURANCE ETF 0.0%
Value ($000) $14 Shares 202 Est. Cost $69.31 Unrealized
VOX VANGUARD TELECOMMUNICATION SERVICES ETF 0.0%
Value ($000) $13 Shares 133 Est. Cost $97.74 Unrealized
STT STATE STREET CORP 0.0%
Value ($000) $13 Shares 250 Est. Cost $44.60 Unrealized +1.2%
IFF INTERNATIONAL FLAVORS & FRAGRANCES INC 0.0%
Value ($000) $13 Shares 100 Est. Cost $87.75 Unrealized +11.1%
HPQ HP INC 0.0%
Value ($000) $13 Shares 1,033 Est. Cost $7.71 Unrealized +17.6%
FIIAX FIDELITY ADVISOR MID CAP II FUND CLASS A 0.0%
Value ($000) $13 Shares 752 Est. Cost $19.81 Unrealized
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $13 Shares 105 Est. Cost $67.30 Unrealized +55.4%
RECKITT BENCKISER-SPON ADR 0.0%
Value ($000) $13 Shares 666 Est. Cost $17.50 Unrealized
WRAIX WILMINGTON MULTI-MANAGER ALTERNATIVES FUND-I 0.0%
Value ($000) $13 Shares 1,278 Est. Cost $10.77 Unrealized
APD AIR PRODUCTS & CHEMICAL INC 0.0%
Value ($000) $13 Shares 95 Est. Cost $92.44 Unrealized +13.5%
WDS WOODSIDE PETROLEUM-SP ADR 0.0%
Value ($000) $12 Shares 600 Est. Cost $31.67 Unrealized
PRAXAIR INC. 0.0%
Value ($000) $12 Shares 109 Est. Cost $123.46 Unrealized
PB PROSPERITY BANCSHARES INC 0.0%
Value ($000) $12 Shares 240 Est. Cost $45.93 Unrealized -16.8%
STSCX STRATTON SMALL CAP VALUE FUND 0.0%
Value ($000) $12 Shares 158 Est. Cost $75.95 Unrealized
VECTREN CORPORATION 0.0%
Value ($000) $12 Shares 220 Est. Cost $34.16 Unrealized
EPD ENTERPRISE PRODUCTS PARTNERS LP 0.0%
Value ($000) $12 Shares 400 Est. Cost $52.44 Unrealized
GCMAX GOLDMAN SACHS MID CAP VALUE FUND CL A 0.0%
Value ($000) $12 Shares 354 Est. Cost $46.06 Unrealized
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $12 Shares 148 Est. Cost $32.61 Unrealized +84.8%
HAINX HARBOR INTERNATIONAL FD-INS 0.0%
Value ($000) $12 Shares 206 Est. Cost $63.78 Unrealized
LUBY'S INC 0.0%
Value ($000) $11 Shares 2,097 Est. Cost $8.44 Unrealized
C CITIGROUP INC 0.0%
Value ($000) $11 Shares 248 Est. Cost $36.38 Unrealized -9.0%
MDU M D U RESOURCES GROUP, INC. 0.0%
Value ($000) $11 Shares 450 Est. Cost $6.13 Unrealized -0.1%
ANADARKO PETE CORP 0.0%
Value ($000) $11 Shares 200 Est. Cost $52.65 Unrealized
HARRIS CORPORATION 0.0%
Value ($000) $11 Shares 133 Est. Cost $77.04 Unrealized
VIPSX VANGUARD INFLATION PROTECTED SECURITIES FUND 0.0%
Value ($000) $11 Shares 799 Est. Cost $13.78 Unrealized
VEMAX VANGUARD EMERGING MARKETS STOCK INDEX-ADMIRAL 0.0%
Value ($000) $10 Shares 357 Est. Cost $33.61 Unrealized
SIEGY SIEMENS AG - SPONS ADR 0.0%
Value ($000) $10 Shares 100 Est. Cost $133.88 Unrealized
NUVBX NUVEEN INTERMEDIATE DURATION MUNICIPAL BOND R 0.0%
Value ($000) $10 Shares 1,069 Est. Cost $9.35 Unrealized
EMGAX WELLS FARGO ADVANTAGE EMERGING MARKETS EQUITY 0.0%
Value ($000) $10 Shares 513 Est. Cost $19.49 Unrealized
PRIDX T ROWE PRICE INTERNATIONAL DISCOVERY 0.0%
Value ($000) $10 Shares 196 Est. Cost $52.66 Unrealized
NUE NUCOR CORPORATION 0.0%
Value ($000) $10 Shares 200 Est. Cost $38.31 Unrealized +2.2%
CMCSA COMCAST CORP. CLASS A 0.0%
Value ($000) $10 Shares 146 Est. Cost $19.22 Unrealized +28.6%
BP BP PLC SPONS ADR 0.0%
Value ($000) $10 Shares 292 Est. Cost $41.13 Unrealized
BBH VANECK VECTORS BIOTECH ETF 0.0%
Value ($000) $10 Shares 100 Est. Cost $100.00 Unrealized
BTI BRITISH AMERICAN TOB SP ADR 0.0%
Value ($000) $10 Shares 80 Est. Cost $105.29 Unrealized
XPRTX INVESCO SENIOR LOAN-IB 0.0%
Value ($000) $9 Shares 1,495 Est. Cost $6.02 Unrealized
EEM ISHARES MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $9 Shares 270 Est. Cost $38.48 Unrealized
CME CME GROUP INC 0.0%
Value ($000) $9 Shares 88 Est. Cost $47.90 Unrealized +37.4%
EL ESTEE LAUDER COMPANIES INC CL A 0.0%
Value ($000) $9 Shares 95 Est. Cost $63.86 Unrealized +29.2%
VWILX VANGUARD INTERNATIONAL GROWTH ADMIRAL SHS 0.0%
Value ($000) $9 Shares 134 Est. Cost $63.43 Unrealized
HRL HORMEL FOODS CORPORATION 0.0%
Value ($000) $9 Shares 238 Est. Cost $30.31 Unrealized -2.6%
TIME WARNER INC 0.0%
Value ($000) $9 Shares 121 Est. Cost $62.50 Unrealized
RWX SPDR DOW JONES INTERNATIONAL REAL ESTATE ETF 0.0%
Value ($000) $9 Shares 214 Est. Cost $42.06 Unrealized
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 0.0%
Value ($000) $9 Shares 99 Est. Cost $80.81 Unrealized
SMCFX AMERICAN SMALLCAP WORLD FUND F2 0.0%
Value ($000) $9 Shares 197 Est. Cost $43.33 Unrealized
A AGILENT TECHNOLOGIES INC 0.0%
Value ($000) $9 Shares 203 Est. Cost $35.23 Unrealized +13.6%
NORDSTROM, INC. 0.0%
Value ($000) $8 Shares 206 Est. Cost $64.79 Unrealized
ALK ALASKA AIR GROUP INC 0.0%
Value ($000) $8 Shares 129 Est. Cost $59.43 Unrealized +8.1%
NLSIX NUEBERGER BERMAN LONG SHORT FUND 0.0%
Value ($000) $8 Shares 636 Est. Cost $12.58 Unrealized
COLUMBIA PIPELINE GROUP INC 0.0%
Value ($000) $8 Shares 300 Est. Cost $16.67 Unrealized
META FACEBOOK INC 0.0%
Value ($000) $8 Shares 74 Est. Cost $114.43 Unrealized 0.0%
HYG ISHARES IBOXX $ HIGH YIELD CORP BD FUND 0.0%
Value ($000) $8 Shares 89 Est. Cost $89.89 Unrealized
HSY THE HERSHEY COMPANY 0.0%
Value ($000) $8 Shares 72 Est. Cost $65.69 Unrealized +13.3%
NI NISOURCE INC. 0.0%
Value ($000) $8 Shares 300 Est. Cost $8.50 Unrealized +107.8%
ASG GLOBAL ALTERNATIVES FUND 0.0%
Value ($000) $7 Shares 773 Est. Cost $9.06 Unrealized
AMZN AMAZON.COM INC. 0.0%
Value ($000) $7 Shares 10 Est. Cost $13.32 Unrealized +153.9%
NATIONAL GRID PLC 0.0%
Value ($000) $7 Shares 100 Est. Cost $61.59 Unrealized
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $7 Shares 49 Est. Cost $127.34 Unrealized +0.4%
CX CEMEX SA - SPONS ADR 0.0%
Value ($000) $7 Shares 1,214 Est. Cost $10.09 Unrealized
CRSOX CREDIT SUISSE COMMODITY RETURN STRATEGY FUND 0.0%
Value ($000) $7 Shares 1,434 Est. Cost $4.88 Unrealized
TAMALE BLANCA, INC 0.0%
Value ($000) $7 Shares 500 Est. Cost $14.00 Unrealized
CST BRANDS INC 0.0%
Value ($000) $6 Shares 132 Est. Cost $31.80 Unrealized
FLO FLOWERS FOODS INC 0.0%
Value ($000) $6 Shares 339 Est. Cost $12.86 Unrealized -1.0%
BLACKROCK CREDIT ALLOCATION INCOME TRUST 0.0%
Value ($000) $6 Shares 400 Est. Cost $15.00 Unrealized
F FORD MOTOR COMPANY 0.0%
Value ($000) $5 Shares 411 Est. Cost $9.01 Unrealized -11.9%
FSS FEDERAL SIGNAL CORP 0.0%
Value ($000) $5 Shares 366 Est. Cost $12.36 Unrealized -4.0%
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $5 Shares 280 Est. Cost $12.55 Unrealized +1.7%
LEA LEAR CORP 0.0%
Value ($000) $5 Shares 53 Est. Cost $93.86 Unrealized 0.0%
WY WEYERHAEUSER CO 0.0%
Value ($000) $5 Shares 180 Est. Cost $18.15 Unrealized +16.3%
NUSTAR ENERGY LP 0.0%
Value ($000) $5 Shares 100 Est. Cost $40.54 Unrealized
BROADCOM LTD 0.0%
Value ($000) $5 Shares 35 Est. Cost $142.86 Unrealized
VGK VANGUARD FTSE EUROPE ETF 0.0%
Value ($000) $5 Shares 106 Est. Cost $47.17 Unrealized
CNP CENTERPOINT ENERGY INC. 0.0%
Value ($000) $4 Shares 150 Est. Cost $15.40 Unrealized +5.1%
CCL CARNIVAL CORP. 0.0%
Value ($000) $4 Shares 100 Est. Cost $34.78 Unrealized +24.2%
MPC MARATHON PETROLEUM CORPORATION 0.0%
Value ($000) $4 Shares 98 Est. Cost $36.61 Unrealized -25.7%
TDTF FLEXSHARES 5-YEAR TARGET DURATION TIPS INDEX 0.0%
Value ($000) $3 Shares 132 Est. Cost $22.73 Unrealized
NDAQ NASDAQ OMX GROUP INC 0.0%
Value ($000) $3 Shares 46 Est. Cost $18.30 Unrealized 0.0%
TDTT FLEXSHARES IBOXX 3-YEAR TARGET DURATION TIPS 0.0%
Value ($000) $3 Shares 136 Est. Cost $22.06 Unrealized
BP PRUDHOE BAY ROYALTY TRUST 0.0%
Value ($000) $3 Shares 179 Est. Cost $94.97 Unrealized
USMV ISHARES EDGE MSCI MIN VOL USA ETF 0.0%
Value ($000) $3 Shares 72 Est. Cost $41.67 Unrealized
MERIX THE MERGER FUND 0.0%
Value ($000) $3 Shares 178 Est. Cost $16.85 Unrealized
STZ CONSTELLATION BRANDS INC. - CLASS A 0.0%
Value ($000) $3 Shares 21 Est. Cost $135.53 Unrealized 0.0%
CHTR CHARTER COMMUNICATIONS INC A 0.0%
Value ($000) $3 Shares 12 Est. Cost $214.89 Unrealized 0.0%
AQMIX AQR MANAGED FUTURES STRATEGY FUND 0.0%
Value ($000) $3 Shares 285 Est. Cost $10.53 Unrealized
DELPHI AUTOMOTIVE PLC 0.0%
Value ($000) $2 Shares 26 Est. Cost $76.92 Unrealized
ETN EATON CORP PLC 0.0%
Value ($000) $2 Shares 34 Est. Cost $49.78 Unrealized 0.0%
POWERSHARES DB US DOLLAR INDEX BULLISH FUND 0.0%
Value ($000) $2 Shares 73 Est. Cost $23.12 Unrealized
NOBLE CORPORATION PLC 0.0%
Value ($000) $2 Shares 265 Est. Cost $34.28 Unrealized
AON PLC 0.0%
Value ($000) $2 Shares 19 Est. Cost $105.26 Unrealized
SWKS SKYWORKS SOLUTIONS INC 0.0%
Value ($000) $2 Shares 39 Est. Cost $33.70 Unrealized +64.8%
CHESAPEAKE ENERGY CORP 0.0%
Value ($000) $2 Shares 500 Est. Cost $20.00 Unrealized
JOHNSON CONTROLS INC. 0.0%
Value ($000) $2 Shares 40 Est. Cost $39.68 Unrealized
MARATHON OIL CORP 0.0%
Value ($000) $1 Shares 98 Est. Cost $33.15 Unrealized
PRU PRUDENTIAL FINANCIAL, INC. 0.0%
Value ($000) $1 Shares 20 Est. Cost $48.97 Unrealized 0.0%
49.5% MEMBERSHIP INT RKJ SILVERADO RANCH LLC 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
KINDER MORGAN INC 02/15/2017 WARRANTS 0.0%
Value ($000) $0 Shares 42 Est. Cost Unrealized
DME INTERACTIVE HOLDINGS INC 0.0%
Value ($000) $0 Shares 10 Est. Cost Unrealized
TDC TERADATA CORPORATION 0.0%
Value ($000) $0 Shares 12 Est. Cost $53.87 Unrealized -50.7%
AMERICAN INTERNATIONAL GROUP INC WARRANTS 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
ELGT ELECTRIC & GAS TECHNOLOGY INC 0.0%
Value ($000) $0 Shares 1,125 Est. Cost Unrealized
INNOVEX INC 0.0%
Value ($000) $0 Shares 510 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 -2.4%
NET LEASE PRIVATE REIT VII-A INC. 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
TIME INC 0.0%
Value ($000) $0 Shares 12 Est. Cost Unrealized
COLDWATER CREEK INC 0.0%
Value ($000) $0 Shares 16 Est. Cost Unrealized