MOTCO Diversified Active

CIK: 0001306333 · Show all filings

Period: Q1 2017 (← Previous) (Next →)

Filing Date: Apr 21, 2017

Total Value ($000): $920,247 (100.0% shares, 0.0% debt)

Holdings (633)

MINIX MFS INTERNATIONAL VALUE 5.7%
Value ($000) $52,765 Shares 1,345,682 Est. Cost $35.73 Unrealized
BROADWAY BANCSHARES INC TEX COM 5.1%
Value ($000) $46,531 Shares 230,202 Est. Cost $193.28 Unrealized
BROADWAY BANCSHARES INC TEX COM 4.4%
Value ($000) $40,456 Shares 200,150 Est. Cost $193.28 Unrealized
OPPENHEIMER INTERNATIONAL GROWTH FUND I CL 4.3%
Value ($000) $39,375 Shares 1,053,646 Est. Cost $37.21 Unrealized
VASVX VANGUARD SELECTED VALUE FUND 2.9%
Value ($000) $26,882 Shares 883,109 Est. Cost $25.49 Unrealized
HILYX HARTFORD INTERNATIONAL VALUE FUND CL Y 2.0%
Value ($000) $18,711 Shares 1,152,892 Est. Cost $15.47 Unrealized
ABEMX ABERDEEN EMERGING MARKETS INST 2.0%
Value ($000) $18,070 Shares 1,284,287 Est. Cost $13.92 Unrealized
OPPENHEIMER DEVELOPING MARKETS FD CL I 1.9%
Value ($000) $17,400 Shares 490,143 Est. Cost $33.96 Unrealized
GBOSX JPMORGAN GLOBAL BOND OPPORTUNITIES FD 1.8%
Value ($000) $16,999 Shares 1,673,165 Est. Cost $10.20 Unrealized
VMNFX VANGUARD MARKET NEUTRAL FUND-INV 1.7%
Value ($000) $15,422 Shares 1,275,608 Est. Cost $11.84 Unrealized
T AT&T INC. 1.4%
Value ($000) $12,429 Shares 299,123 Est. Cost $11.53 Unrealized +45.1%
AEPFX AMERICAN EUROPACIFIC GROWTH FUND F2 1.3%
Value ($000) $12,269 Shares 249,522 Est. Cost $42.18 Unrealized
AAPL APPLE INC. 1.3%
Value ($000) $12,095 Shares 84,193 Est. Cost $18.06 Unrealized +68.5%
VWEAX VANGUARD HIGH YIELD CORPORATE FUND 1.2%
Value ($000) $10,809 Shares 1,838,301 Est. Cost $5.95 Unrealized
LSSCX LOOMIS SAYLES SMALL CAP VALUE FUND 1.2%
Value ($000) $10,742 Shares 305,683 Est. Cost $34.23 Unrealized
GTEYX GATEWAY FUND 1.1%
Value ($000) $10,469 Shares 331,405 Est. Cost $30.55 Unrealized
JPM JPMORGAN CHASE & CO 1.1%
Value ($000) $10,402 Shares 118,422 Est. Cost $39.70 Unrealized +75.5%
JNJ JOHNSON & JOHNSON 1.1%
Value ($000) $10,058 Shares 80,753 Est. Cost $60.74 Unrealized +53.8%
XOM EXXON MOBIL CORPORATION 1.1%
Value ($000) $9,806 Shares 119,575 Est. Cost $53.56 Unrealized +4.8%
361 CAPITAL MANAGED FUTURES STRATEGY 1.0%
Value ($000) $9,248 Shares 848,406 Est. Cost $11.90 Unrealized
NFFFX AMERICAN NEW WORLD FUND F2 1.0%
Value ($000) $9,070 Shares 159,771 Est. Cost $52.06 Unrealized
CSCO CISCO SYSTEMS INC 1.0%
Value ($000) $8,941 Shares 264,500 Est. Cost $17.08 Unrealized +44.8%
UNITED TECHNOLOGIES INC 1.0%
Value ($000) $8,771 Shares 78,171 Est. Cost $94.63 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TRUST 1.0%
Value ($000) $8,749 Shares 28,003 Est. Cost $210.09 Unrealized
MCD MCDONALDS CORP. 0.9%
Value ($000) $8,702 Shares 67,135 Est. Cost $71.92 Unrealized +41.4%
BLACKROCK INC 0.9%
Value ($000) $8,682 Shares 22,638 Est. Cost $270.33 Unrealized
PG PROCTER & GAMBLE CO. 0.9%
Value ($000) $8,340 Shares 92,818 Est. Cost $55.54 Unrealized +26.1%
CVX CHEVRON CORPORATION 0.9%
Value ($000) $8,292 Shares 77,228 Est. Cost $69.96 Unrealized +9.7%
GLD SPDR GOLD TRUST 0.9%
Value ($000) $8,065 Shares 67,932 Est. Cost $118.95 Unrealized
PM PHILIP MORRIS INTERNATIONAL INC 0.9%
Value ($000) $7,935 Shares 70,283 Est. Cost $50.17 Unrealized +30.7%
GENERAL ELECTRIC COMPANY 0.8%
Value ($000) $7,754 Shares 260,195 Est. Cost $30.18 Unrealized
NVS NOVARTIS AG-ADR 0.8%
Value ($000) $7,184 Shares 96,724 Est. Cost $72.16 Unrealized
NSRGY NESTLE SA-SPONS ADR 0.8%
Value ($000) $7,141 Shares 93,018 Est. Cost $67.23 Unrealized
VMLUX VANGUARD LIMITED TERM TAX EXEMPT ADMIRAL SHS 0.8%
Value ($000) $7,079 Shares 648,231 Est. Cost $11.02 Unrealized
VBIRX VANGUARD S/T BOND INDEX FD ADMIRAL SHARES 0.8%
Value ($000) $7,059 Shares 676,116 Est. Cost $10.48 Unrealized
VTIP VANGUARD S/T INFLATION-PROTECTED SEC INDEX FD 0.7%
Value ($000) $6,726 Shares 135,944 Est. Cost $49.14 Unrealized
QCOM QUALCOMM INC 0.7%
Value ($000) $6,584 Shares 114,818 Est. Cost $43.15 Unrealized +5.5%
BRK/B BERKSHIRE HATHAWAY INC-CL B 0.7%
Value ($000) $6,225 Shares 37,346 Est. Cost $111.32 Unrealized +50.3%
APH AMPHENOL CORP - CLASS A 0.7%
Value ($000) $6,120 Shares 85,993 Est. Cost $10.01 Unrealized +58.8%
DIS WALT DISNEY COMPANY 0.7%
Value ($000) $6,061 Shares 53,453 Est. Cost $56.82 Unrealized +81.3%
IVFIX FEDERATED INTL STRATEGIC VALUE DIVIDEND 0.6%
Value ($000) $5,699 Shares 1,548,724 Est. Cost $3.92 Unrealized
ORCL ORACLE CORPORATION 0.6%
Value ($000) $5,557 Shares 124,584 Est. Cost $28.10 Unrealized +29.8%
GOOGL ALPHABET INC CL A 0.6%
Value ($000) $5,411 Shares 6,383 Est. Cost $36.73 Unrealized +13.6%
ICE INTERCONTINENTAL EXCHANGE GROUP INC 0.6%
Value ($000) $5,324 Shares 88,930 Est. Cost $52.21 Unrealized +0.0%
MSFT MICROSOFT CORPORATION 0.6%
Value ($000) $5,297 Shares 80,427 Est. Cost $28.45 Unrealized +103.3%
AQUA AMERICA INC. 0.6%
Value ($000) $5,268 Shares 163,857 Est. Cost $26.73 Unrealized
NKE NIKE INC - CLASS B 0.6%
Value ($000) $5,267 Shares 94,509 Est. Cost $40.78 Unrealized +20.8%
PNC PNC FINANCIAL SERVICES GROUP, INC. 0.6%
Value ($000) $5,266 Shares 43,790 Est. Cost $48.63 Unrealized +87.8%
OXY OCCIDENTAL PETROLEUM CORP. 0.6%
Value ($000) $5,238 Shares 82,668 Est. Cost $55.04 Unrealized -5.3%
ROST ROSS STORES INC 0.6%
Value ($000) $5,146 Shares 78,114 Est. Cost $38.77 Unrealized +57.8%
PYPL PAYPAL HOLDINGS INC 0.6%
Value ($000) $5,127 Shares 119,185 Est. Cost $36.03 Unrealized +15.8%
MO ALTRIA GROUP INC. 0.6%
Value ($000) $5,103 Shares 71,446 Est. Cost $16.40 Unrealized +135.2%
TMO THERMO FISHER SCIENTIFIC INC 0.6%
Value ($000) $5,092 Shares 33,150 Est. Cost $83.66 Unrealized +78.3%
CHKP CHECK POINT SOFTWARE TECH 0.6%
Value ($000) $5,084 Shares 49,525 Est. Cost $84.19 Unrealized +16.4%
PEG PUBLIC SERVICE ENTERPRISE GROUP INC. 0.5%
Value ($000) $5,061 Shares 114,130 Est. Cost $32.13 Unrealized +1.3%
PPG PPG INDUSTRIES INC 0.5%
Value ($000) $4,996 Shares 47,553 Est. Cost $76.29 Unrealized +12.6%
ACN ACCENTURE PLC 0.5%
Value ($000) $4,903 Shares 40,899 Est. Cost $63.98 Unrealized +62.6%
META FACEBOOK INC 0.5%
Value ($000) $4,902 Shares 34,510 Est. Cost $122.29 Unrealized +8.5%
RAYTHEON COMPANY 0.5%
Value ($000) $4,826 Shares 31,646 Est. Cost $152.10 Unrealized
DE DEERE & COMPANY 0.5%
Value ($000) $4,818 Shares 44,261 Est. Cost $68.07 Unrealized +38.6%
CERNER CORPORATION 0.5%
Value ($000) $4,733 Shares 80,426 Est. Cost $59.20 Unrealized
VBTLX VANGUARD TOTAL BOND MKT INDEX #584-ADM SH 0.5%
Value ($000) $4,709 Shares 440,901 Est. Cost $10.80 Unrealized
ADP AUTOMATIC DATA PROCESSING 0.5%
Value ($000) $4,708 Shares 45,984 Est. Cost $47.09 Unrealized +79.2%
VFC VF CORPORATION 0.5%
Value ($000) $4,629 Shares 84,200 Est. Cost $49.29 Unrealized +0.1%
HON HONEYWELL INTERNATIONAL INC 0.5%
Value ($000) $4,584 Shares 36,711 Est. Cost $76.35 Unrealized +20.4%
JPMORGAN ALERIAN MLP INDEX ETN 0.5%
Value ($000) $4,574 Shares 141,611 Est. Cost $42.47 Unrealized
POSIX PRINCIPAL GLOBAL REAL ESTATE SECURITES 0.5%
Value ($000) $4,367 Shares 491,765 Est. Cost $9.21 Unrealized
COST COSTCO WHOLESALE CORP. 0.5%
Value ($000) $4,349 Shares 25,931 Est. Cost $88.22 Unrealized +62.0%
VWALX VANGUARD HIGH YIELD TAX EXEMPT ADMIRAL SHARES 0.5%
Value ($000) $4,338 Shares 391,163 Est. Cost $11.42 Unrealized
HAS HASBRO, INC. 0.5%
Value ($000) $4,304 Shares 43,116 Est. Cost $31.12 Unrealized +119.5%
ALLERGAN PLC 0.5%
Value ($000) $4,291 Shares 17,960 Est. Cost $231.50 Unrealized
SBUX STARBUCKS CORP 0.5%
Value ($000) $4,253 Shares 72,839 Est. Cost $45.55 Unrealized +2.7%
AMGN AMGEN, INC 0.5%
Value ($000) $4,235 Shares 25,815 Est. Cost $126.74 Unrealized +0.4%
INTC INTEL CORPORATION 0.4%
Value ($000) $4,094 Shares 113,487 Est. Cost $18.68 Unrealized +58.8%
VZ VERIZON COMMUNICATIONS 0.4%
Value ($000) $3,986 Shares 81,761 Est. Cost $27.11 Unrealized +15.9%
KO COCA COLA CO. 0.4%
Value ($000) $3,923 Shares 92,440 Est. Cost $31.02 Unrealized +1.6%
MONSANTO CO. 0.4%
Value ($000) $3,922 Shares 34,647 Est. Cost $100.24 Unrealized
TROW T ROWE PRICE GROUP INC 0.4%
Value ($000) $3,901 Shares 57,253 Est. Cost $53.61 Unrealized -4.8%
CVS CVS HEALTH CORPORATION 0.4%
Value ($000) $3,876 Shares 49,372 Est. Cost $44.28 Unrealized +36.8%
UBS ETRACS ALERIAN MLP INFRASTRUCTURE INDEX 0.4%
Value ($000) $3,873 Shares 132,744 Est. Cost $27.16 Unrealized
BA BOEING COMPANY 0.4%
Value ($000) $3,846 Shares 21,745 Est. Cost $113.72 Unrealized +39.6%
PEP PEPSICO INC. 0.4%
Value ($000) $3,813 Shares 34,085 Est. Cost $57.17 Unrealized +43.3%
PFE PFIZER INC 0.4%
Value ($000) $3,813 Shares 111,464 Est. Cost $17.06 Unrealized +25.5%
RHHBY ROCHE HOLDINGS LTD-SPONS ADR 0.4%
Value ($000) $3,724 Shares 116,580 Est. Cost $46.52 Unrealized
IBB ISHARES NASDAQ BIOTECHNOLOGY INDEX FUND 0.4%
Value ($000) $3,709 Shares 12,646 Est. Cost $257.89 Unrealized
KMB KIMBERLY CLARK CORP 0.4%
Value ($000) $3,643 Shares 27,678 Est. Cost $65.37 Unrealized +41.7%
NEE NEXTERA ENERGY 0.4%
Value ($000) $3,629 Shares 28,268 Est. Cost $14.87 Unrealized +69.2%
EOG EOG RESOURCES INC 0.4%
Value ($000) $3,545 Shares 36,338 Est. Cost $65.75 Unrealized +12.9%
SLB SCHLUMBERGER LIMITED 0.4%
Value ($000) $3,522 Shares 45,087 Est. Cost $53.83 Unrealized +17.7%
CCI CROWN CASTLE INTL CORP 0.4%
Value ($000) $3,448 Shares 36,504 Est. Cost $59.73 Unrealized +3.2%
MRK MERCK & CO INC 0.4%
Value ($000) $3,432 Shares 54,012 Est. Cost $31.39 Unrealized +46.8%
VWIUX VANGUARD INTER TERM T/EXEMPT ADMIRAL SHARES 0.4%
Value ($000) $3,397 Shares 242,827 Est. Cost $13.99 Unrealized
SLF SUN LIFE FINANCIAL INC 0.4%
Value ($000) $3,396 Shares 92,918 Est. Cost $29.24 Unrealized +30.0%
VGSLX VANGUARD REIT INDEX FUND ADMIRAL SHARES 0.4%
Value ($000) $3,383 Shares 28,880 Est. Cost $111.94 Unrealized
IBM IBM 0.4%
Value ($000) $3,352 Shares 19,250 Est. Cost $113.12 Unrealized +1.1%
VLO VALERO ENERGY NEW 0.4%
Value ($000) $3,345 Shares 50,456 Est. Cost $36.53 Unrealized +28.7%
UNILEVER PLC-SPONS ADR 0.4%
Value ($000) $3,340 Shares 67,703 Est. Cost $40.93 Unrealized
GPC GENUINE PARTS CO. 0.4%
Value ($000) $3,302 Shares 35,732 Est. Cost $55.44 Unrealized +33.9%
SO SOUTHERN CO. 0.4%
Value ($000) $3,248 Shares 65,245 Est. Cost $27.40 Unrealized +24.7%
GIS GENERAL MILLS INC 0.3%
Value ($000) $3,174 Shares 53,789 Est. Cost $32.38 Unrealized +37.8%
BB&T CORPORATION 0.3%
Value ($000) $3,156 Shares 70,605 Est. Cost $35.77 Unrealized
WMT WAL-MART STORES INC. 0.3%
Value ($000) $3,090 Shares 42,869 Est. Cost $17.19 Unrealized +15.1%
CA INC. 0.3%
Value ($000) $3,067 Shares 96,670 Est. Cost $28.78 Unrealized
SNY SANOFI-AVENTIS - ADR 0.3%
Value ($000) $2,984 Shares 65,948 Est. Cost $45.84 Unrealized
USATX USAA TAX EXEMPT INTERMEDIATE TERM FUND 0.3%
Value ($000) $2,981 Shares 227,890 Est. Cost $13.47 Unrealized
MET METLIFE INC 0.3%
Value ($000) $2,805 Shares 53,107 Est. Cost $26.87 Unrealized +31.4%
TGT TARGET CORP 0.3%
Value ($000) $2,757 Shares 49,951 Est. Cost $43.16 Unrealized +11.2%
VEIRX VANGUARD EQUITY INCOME FUND ADMIRAL SHARES 0.3%
Value ($000) $2,582 Shares 36,372 Est. Cost $59.35 Unrealized
UPS UNITED PARCEL SERVICE 0.3%
Value ($000) $2,544 Shares 23,708 Est. Cost $71.40 Unrealized +9.7%
VWO VANGUARD FTSE EMERGING MARKET ETF 0.3%
Value ($000) $2,452 Shares 61,720 Est. Cost $34.50 Unrealized
ABSOLUTE STRATEGIES FUND CL I 0.3%
Value ($000) $2,446 Shares 279,228 Est. Cost $11.14 Unrealized
ABBV ABBVIE INC 0.3%
Value ($000) $2,422 Shares 37,171 Est. Cost $39.97 Unrealized +8.8%
TRMCX T ROWE PRICE MIDCAP VALUE FUND 0.3%
Value ($000) $2,378 Shares 79,261 Est. Cost $27.62 Unrealized
USSPX USAA S&P 500 INDEX FUND 0.2%
Value ($000) $2,177 Shares 64,881 Est. Cost $32.45 Unrealized
VFIAX VANGUARD 500 INDEX FUND ADMIRAL SHS #540 0.2%
Value ($000) $1,965 Shares 9,010 Est. Cost $181.17 Unrealized
EFA ISHARES MSCI EAFE ETF 0.2%
Value ($000) $1,822 Shares 29,246 Est. Cost $57.59 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION ETF 0.2%
Value ($000) $1,753 Shares 19,486 Est. Cost $67.47 Unrealized
DODGX DODGE & COX STOCK FUND 0.2%
Value ($000) $1,729 Shares 9,097 Est. Cost $146.39 Unrealized
PRGFX T ROWE PRICE GROWTH STOCK FUND 0.2%
Value ($000) $1,673 Shares 28,275 Est. Cost $47.23 Unrealized
TFEQX TEMPLETON FOREIGN EQUITY SERIES PRIMARY SHS 0.2%
Value ($000) $1,535 Shares 76,737 Est. Cost $19.95 Unrealized
SPY SPDR S&P 500 ETF TRUST 0.2%
Value ($000) $1,525 Shares 6,469 Est. Cost $169.88 Unrealized
ISHARES GOLD TRUST 0.2%
Value ($000) $1,520 Shares 126,493 Est. Cost $11.21 Unrealized
SPOKE HOLLOW RANCH INC 0.1%
Value ($000) $1,373 Shares 621,939 Est. Cost $1.96 Unrealized
XBI SPDR S&P BIOTECH ETF 0.1%
Value ($000) $1,357 Shares 19,558 Est. Cost $77.99 Unrealized
MMM 3M CO 0.1%
Value ($000) $1,338 Shares 6,997 Est. Cost $69.10 Unrealized +64.5%
VUG VANGUARD GROWTH ETF 0.1%
Value ($000) $1,300 Shares 10,685 Est. Cost $78.15 Unrealized
DIA SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST 0.1%
Value ($000) $1,284 Shares 6,225 Est. Cost $150.75 Unrealized
LLY ELI LILLY & CO 0.1%
Value ($000) $1,283 Shares 15,261 Est. Cost $44.85 Unrealized +55.1%
BROADWAY BANCSHARES INC TEX COM 0.1%
Value ($000) $1,233 Shares 6,102 Est. Cost $193.22 Unrealized
VEXRX VANGUARD EXPLORER FUND ADMIRAL SHARES 0.1%
Value ($000) $1,228 Shares 14,384 Est. Cost $84.85 Unrealized
VTSAX VANGUARD TOTAL STOCK MARKET INDEX- ADMIRAL 0.1%
Value ($000) $1,192 Shares 20,176 Est. Cost $49.37 Unrealized
BMY BRISTOL MYERS SQUIBB 0.1%
Value ($000) $1,086 Shares 19,964 Est. Cost $29.00 Unrealized +37.7%
PCLIX PIMCO COMMODITIES PLUS STRATEGY INST 0.1%
Value ($000) $1,029 Shares 164,690 Est. Cost $6.92 Unrealized
DTH WISDOMTREE INTERNATIONAL HIGH DIVIDEND FUND 0.1%
Value ($000) $1,017 Shares 25,043 Est. Cost $44.20 Unrealized
VFIJX VANGUARD GNMA FUND ADMIRAL SHARES 0.1%
Value ($000) $941 Shares 89,546 Est. Cost $10.48 Unrealized
DWGHX AMERICAN FUNDS DEVELOPING WORLD G&I F2 0.1%
Value ($000) $921 Shares 93,265 Est. Cost $10.41 Unrealized
FIHBX FEDERATED INSTITUTIONAL HIGH YIELD BOND CL F 0.1%
Value ($000) $898 Shares 89,929 Est. Cost $9.98 Unrealized
USSTX USAA TAX EXEMPT SHORT TERM FUND 0.1%
Value ($000) $855 Shares 81,833 Est. Cost $10.66 Unrealized
PURZX PRUDENTIAL GLOBAL REAL EST-Z INST 0.1%
Value ($000) $815 Shares 35,259 Est. Cost $24.50 Unrealized
GOOG ALPHABET INC CL C 0.1%
Value ($000) $778 Shares 937 Est. Cost $35.69 Unrealized +14.1%
ACINX COLUMBIA ACORN INTERNATIONAL 0.1%
Value ($000) $749 Shares 18,078 Est. Cost $41.54 Unrealized
AMGIX AMERICAN CENTURY INCOME & GROWTH FD CL I 0.1%
Value ($000) $717 Shares 19,047 Est. Cost $32.01 Unrealized
IJR ISHARES CORE S&P SMALL CAP ETF 0.1%
Value ($000) $717 Shares 10,364 Est. Cost $87.87 Unrealized
PRSGX T ROWE PRICE SPECTRUM GROWTH 0.1%
Value ($000) $678 Shares 30,067 Est. Cost $21.84 Unrealized
MALITZ CONTRUCTION INC CLASS B NONVOTING 0.1%
Value ($000) $654 Shares 55,000 Est. Cost $11.91 Unrealized
CL COLGATE-PALMOLIVE COMPANY 0.1%
Value ($000) $597 Shares 8,146 Est. Cost $44.55 Unrealized +27.7%
PRFDX T ROWE PRICE EQUITY INCOME FUND 0.1%
Value ($000) $543 Shares 16,753 Est. Cost $31.33 Unrealized
D DOMINION RES INC VA NEW COM 0.1%
Value ($000) $530 Shares 6,843 Est. Cost $35.44 Unrealized +44.6%
PDRDX PRINCIPAL DIVERSIFIED REAL ASSET INST 0.1%
Value ($000) $516 Shares 46,209 Est. Cost $12.06 Unrealized
USGNX USAA GOVERNMENT SECURITIES FUND 0.1%
Value ($000) $514 Shares 52,531 Est. Cost $10.01 Unrealized
SPG SIMON PPTY GROUP (PREV SIMON DEBARTOLO GRP) 0.1%
Value ($000) $502 Shares 2,918 Est. Cost $90.99 Unrealized +22.6%
ANWFX AMERICAN NEW PERSPECTIVE FUND F2 0.1%
Value ($000) $496 Shares 12,857 Est. Cost $33.70 Unrealized
AME AMETEK INC (NEW) 0.1%
Value ($000) $495 Shares 9,150 Est. Cost $38.48 Unrealized +29.2%
VPMAX VANGUARD PRIMECAP FUND ADMIRAL SHARES 0.1%
Value ($000) $477 Shares 4,052 Est. Cost $86.46 Unrealized
BXP BOSTON PROPERTIES, INC 0.1%
Value ($000) $474 Shares 3,583 Est. Cost $71.42 Unrealized +26.9%
PSA PUBLIC STORAGE 0.1%
Value ($000) $470 Shares 2,145 Est. Cost $104.26 Unrealized +47.9%
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.0%
Value ($000) $454 Shares 11,556 Est. Cost $37.98 Unrealized
NEUBERGER BERMAN ABSOLUTE RETURN MULTI MNGR 0.0%
Value ($000) $450 Shares 42,991 Est. Cost $11.11 Unrealized
SBR SABINE ROYALTY TRUST 0.0%
Value ($000) $413 Shares 11,600 Est. Cost $51.65 Unrealized
BURKE & HERBERT BANK & TRUST 0.0%
Value ($000) $386 Shares 184 Est. Cost $2170.07 Unrealized
SKT TANGER FACTORY OUTLET CENTER 0.0%
Value ($000) $379 Shares 11,577 Est. Cost $33.13 Unrealized
VWLUX VANGUARD LONG TERM TAX EXEMPT ADMIRAL SHARES 0.0%
Value ($000) $377 Shares 33,014 Est. Cost $11.85 Unrealized
EQR EQUITY RESIDENTIAL 0.0%
Value ($000) $373 Shares 5,993 Est. Cost $36.54 Unrealized +23.7%
IJH ISHARES CORE S&P MID-CAP ETF 0.0%
Value ($000) $373 Shares 2,176 Est. Cost $146.55 Unrealized
FAGCX FIDELITY ADVISOR GROWTH OPP FUND 0.0%
Value ($000) $364 Shares 5,904 Est. Cost $58.77 Unrealized
DLR DIGITAL REALTY TRUST INC 0.0%
Value ($000) $362 Shares 3,399 Est. Cost $46.07 Unrealized +67.7%
IJJ ISHARES S&P MID-CAP 400 VALUE ETF 0.0%
Value ($000) $358 Shares 2,414 Est. Cost $120.60 Unrealized
AMT AMERICAN TOWER CORP 0.0%
Value ($000) $354 Shares 2,913 Est. Cost $75.67 Unrealized +16.1%
ACRNX COLUMBIA ACORN FUND CL Z 0.0%
Value ($000) $346 Shares 21,185 Est. Cost $18.48 Unrealized
VNO VORNADO REALTY TRUST 0.0%
Value ($000) $343 Shares 3,423 Est. Cost $96.35 Unrealized
EMR EMERSON ELECTRIC COMPANY 0.0%
Value ($000) $310 Shares 5,174 Est. Cost $40.88 Unrealized +17.3%
NEXTIER, INC. 0.0%
Value ($000) $302 Shares 3,600 Est. Cost $83.06 Unrealized
PPL PPL CORP COM 0.0%
Value ($000) $295 Shares 7,884 Est. Cost $16.78 Unrealized +43.3%
VNQ VANGUARD REIT ETF 0.0%
Value ($000) $273 Shares 3,311 Est. Cost $77.98 Unrealized
MAIRS & POWER GROWTH FUND 0.0%
Value ($000) $266 Shares 2,226 Est. Cost $114.91 Unrealized
E.I. DUPONT DE NEMOURS & CO 0.0%
Value ($000) $257 Shares 3,194 Est. Cost $53.93 Unrealized
AEE AMEREN CORP 0.0%
Value ($000) $240 Shares 4,400 Est. Cost $23.45 Unrealized +76.5%
IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF 0.0%
Value ($000) $235 Shares 1,536 Est. Cost $97.00 Unrealized
IVV ISHARES CORE S&P 500 ETF 0.0%
Value ($000) $233 Shares 982 Est. Cost $234.25 Unrealized
DVY ISHARES SELECT DIVIDEND ETF 0.0%
Value ($000) $231 Shares 2,533 Est. Cost $64.99 Unrealized
UNP UNION PACIFIC CORPORATION 0.0%
Value ($000) $226 Shares 2,135 Est. Cost $71.60 Unrealized +22.4%
HST HOST HOTELS AND RESORTS INC 0.0%
Value ($000) $222 Shares 11,898 Est. Cost $11.88 Unrealized +8.9%
VWSUX VANGUARD SHORT TERM TAX EXEMPT ADMIRAL SHS 0.0%
Value ($000) $220 Shares 13,920 Est. Cost $15.84 Unrealized
CLX CLOROX COMPANY 0.0%
Value ($000) $210 Shares 1,560 Est. Cost $64.17 Unrealized +56.6%
WELL WELLTOWER INC 0.0%
Value ($000) $208 Shares 2,935 Est. Cost $49.22 Unrealized -0.8%
IWR ISHARES RUSSELL MID-CAP ETF 0.0%
Value ($000) $200 Shares 1,068 Est. Cost $129.42 Unrealized
PRITX T ROWE PRICE INTERNATIONAL STOCK FUND 0.0%
Value ($000) $198 Shares 11,760 Est. Cost $15.15 Unrealized
FBIN FORTUNE BRANDS HOME & SECURITY INC 0.0%
Value ($000) $193 Shares 3,164 Est. Cost $28.33 Unrealized +51.6%
VWNAX VANGUARD WINDSOR II FUND ADMIRAL SHS 0.0%
Value ($000) $193 Shares 2,949 Est. Cost $68.15 Unrealized
PRNEX T ROWE PRICE NEW ERA FUND 0.0%
Value ($000) $188 Shares 5,630 Est. Cost $46.33 Unrealized
HD HOME DEPOT INC 0.0%
Value ($000) $183 Shares 1,244 Est. Cost $89.50 Unrealized +27.8%
ED CONSOLIDATED EDISON INC 0.0%
Value ($000) $179 Shares 2,300 Est. Cost $39.12 Unrealized +39.7%
KMI KINDER MORGAN INC 0.0%
Value ($000) $174 Shares 7,984 Est. Cost $20.12 Unrealized -32.3%
CSX CSX CORP. 0.0%
Value ($000) $172 Shares 3,701 Est. Cost $6.84 Unrealized +97.3%
DUK DUKE ENERGY CORP 0.0%
Value ($000) $168 Shares 2,052 Est. Cost $43.29 Unrealized +27.7%
MUTHX FRANKLIN MUTUAL SHARES FUND CL Z 0.0%
Value ($000) $160 Shares 5,449 Est. Cost $25.44 Unrealized
DHR DANAHER CORP DEL COM 0.0%
Value ($000) $158 Shares 1,848 Est. Cost $39.42 Unrealized +80.8%
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FD 0.0%
Value ($000) $156 Shares 1,777 Est. Cost $63.63 Unrealized
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $151 Shares 2,950 Est. Cost $25.31 Unrealized +50.4%
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) $144 Shares 11,113 Est. Cost $13.14 Unrealized
XEL XCEL ENERGY, INC. 0.0%
Value ($000) $143 Shares 3,222 Est. Cost $22.34 Unrealized +44.3%
EMLP FIRST TRUST NORTH AMERICAN ENERGY INFRA FUND 0.0%
Value ($000) $143 Shares 5,669 Est. Cost $25.22 Unrealized
USTEX USAA TAX EXEMPT LONG TERM FUND 0.0%
Value ($000) $142 Shares 10,724 Est. Cost $13.26 Unrealized
BAC BANK OF AMERICA CORP 0.0%
Value ($000) $142 Shares 6,030 Est. Cost $11.77 Unrealized +64.6%
TEPLX TEMPLETON GROWTH FUND, INC. 0.0%
Value ($000) $138 Shares 5,526 Est. Cost $26.30 Unrealized
FPURX FIDELITY PURITAN FUND 0.0%
Value ($000) $138 Shares 6,346 Est. Cost $20.70 Unrealized
DODIX DODGE & COX INCOME FUND 0.0%
Value ($000) $138 Shares 10,096 Est. Cost $13.66 Unrealized
AEP AMERICAN ELECTRIC POWER COMPANY 0.0%
Value ($000) $136 Shares 2,017 Est. Cost $38.13 Unrealized +24.3%
AXP AMERICAN EXPRESS CO. 0.0%
Value ($000) $134 Shares 1,695 Est. Cost $58.95 Unrealized +17.3%
MCK MCKESSON CORPORATION 0.0%
Value ($000) $133 Shares 899 Est. Cost $196.39 Unrealized -30.5%
DOW CHEMICAL COMPANY 0.0%
Value ($000) $129 Shares 2,030 Est. Cost $43.05 Unrealized
HAL HALLIBURTON CO 0.0%
Value ($000) $125 Shares 2,547 Est. Cost $33.50 Unrealized +34.7%
BIV VANGUARD INTERMEDIATE-TERM BOND ETF 0.0%
Value ($000) $125 Shares 1,491 Est. Cost $83.84 Unrealized
CSRIX COHEN & STEERS INSTITUTIONAL REALTY SHARES 0.0%
Value ($000) $122 Shares 2,798 Est. Cost $48.60 Unrealized
CB CHUBB LTD 0.0%
Value ($000) $120 Shares 884 Est. Cost $96.32 Unrealized +19.3%
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.0%
Value ($000) $118 Shares 1,593 Est. Cost $55.54 Unrealized
WALGREENS BOOTS ALLIANCE INC 0.0%
Value ($000) $118 Shares 1,421 Est. Cost $83.25 Unrealized
FCNTX FIDELITY CONTRA FUND 0.0%
Value ($000) $115 Shares 1,071 Est. Cost $101.12 Unrealized
BSV VANGUARD SHORT-TERM BOND ETF 0.0%
Value ($000) $114 Shares 1,427 Est. Cost $79.91 Unrealized
ALL ALLSTATE CORP. 0.0%
Value ($000) $113 Shares 1,385 Est. Cost $37.12 Unrealized +73.8%
HP HELMERICH & PAYNE 0.0%
Value ($000) $113 Shares 1,700 Est. Cost $61.57 Unrealized +15.6%
OKE ONEOK INC 0.0%
Value ($000) $111 Shares 2,000 Est. Cost $20.38 Unrealized +56.4%
UNH UNITEDHEALTH GROUP INC. 0.0%
Value ($000) $110 Shares 672 Est. Cost $116.59 Unrealized +21.9%
PAYX PAYCHEX INC COM 0.0%
Value ($000) $107 Shares 1,811 Est. Cost $35.48 Unrealized +31.6%
LOW LOWE'S COS. INC. 0.0%
Value ($000) $106 Shares 1,293 Est. Cost $43.77 Unrealized +48.5%
SDY SPDR S&P DIVIDEND ETF 0.0%
Value ($000) $105 Shares 1,190 Est. Cost $66.39 Unrealized
ATO ATMOS ENERGY CORPORATION 0.0%
Value ($000) $103 Shares 1,305 Est. Cost $52.80 Unrealized +17.7%
CELGENE CORPORATION 0.0%
Value ($000) $102 Shares 822 Est. Cost $119.60 Unrealized
ROK ROCKWELL AUTOMATION INC 0.0%
Value ($000) $102 Shares 657 Est. Cost $88.94 Unrealized +42.5%
ROP ROPER TECHNOLOGIES INC 0.0%
Value ($000) $101 Shares 487 Est. Cost $174.47 Unrealized +9.0%
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $101 Shares 1,852 Est. Cost $46.45 Unrealized
PSX PHILLIPS 66 0.0%
Value ($000) $100 Shares 1,259 Est. Cost $48.00 Unrealized +19.3%
WGIFX AMERICAN CAPITAL WORLD GROWTH & INCOME FD F2 0.0%
Value ($000) $100 Shares 2,130 Est. Cost $41.65 Unrealized
HACAX HARBOR CAPITAL APPRECIATION FUND - INST 0.0%
Value ($000) $99 Shares 1,578 Est. Cost $54.39 Unrealized
TXN TEXAS INSTRUMENTS 0.0%
Value ($000) $98 Shares 1,222 Est. Cost $40.60 Unrealized +49.4%
CMI CUMMINS INC 0.0%
Value ($000) $96 Shares 635 Est. Cost $91.20 Unrealized +28.6%
ENSTAR GROUP LTD 0.0%
Value ($000) $95 Shares 498 Est. Cost $196.79 Unrealized
FIRST TEXAS BANCORP, INC. 0.0%
Value ($000) $95 Shares 510 Est. Cost $180.39 Unrealized
TGRIX AMERICAN CENTURY INTL GROWTH FD CL I 0.0%
Value ($000) $93 Shares 8,075 Est. Cost $11.90 Unrealized
MDT MEDTRONIC PLC 0.0%
Value ($000) $92 Shares 1,140 Est. Cost $62.42 Unrealized -0.1%
OWENS REALTY MORTGAGE INC 0.0%
Value ($000) $88 Shares 4,931 Est. Cost $12.41 Unrealized
ROCKWELL COLLINS, INC. 0.0%
Value ($000) $88 Shares 904 Est. Cost $89.09 Unrealized
COF CAPITAL ONE FINANCIAL CORP. 0.0%
Value ($000) $88 Shares 1,021 Est. Cost $59.95 Unrealized +27.3%
GDXJ VANECK VECTORS JUNIOR GOLD MINERS ETF 0.0%
Value ($000) $87 Shares 2,415 Est. Cost $31.47 Unrealized
ATI ALLEGHENY TECHNOLOGIES INC 0.0%
Value ($000) $86 Shares 4,700 Est. Cost $16.62 Unrealized +13.1%
RPMGX T ROWE PRICE MIDCAP GROWTH FUND 0.0%
Value ($000) $85 Shares 1,037 Est. Cost $76.63 Unrealized
V VISA INC 0.0%
Value ($000) $84 Shares 940 Est. Cost $67.24 Unrealized +20.3%
ADBE ADOBE SYSTEMS INC. 0.0%
Value ($000) $84 Shares 642 Est. Cost $58.98 Unrealized +99.0%
FIS FIDELITY NATIONAL INFORMATION SERVICES INC 0.0%
Value ($000) $84 Shares 1,061 Est. Cost $48.90 Unrealized +40.6%
IEFA ISHARES CORE MSCI EAFE ETF 0.0%
Value ($000) $84 Shares 1,457 Est. Cost $57.65 Unrealized
PRTAX T ROWE PRICE TAX FREE INCOME FUND 0.0%
Value ($000) $83 Shares 8,227 Est. Cost $10.45 Unrealized
DISCOVERY COMMUNICATIONS INC-C 0.0%
Value ($000) $83 Shares 2,940 Est. Cost $26.87 Unrealized
EFG ISHARES MSCI EAFE GROWTH ETF 0.0%
Value ($000) $82 Shares 1,176 Est. Cost $68.03 Unrealized
DFEMX DFA EMERGING MKTS PRTFOLIO 0.0%
Value ($000) $81 Shares 3,143 Est. Cost $22.59 Unrealized
ILMN ILLUMINA INC 0.0%
Value ($000) $81 Shares 475 Est. Cost $64.01 Unrealized +146.2%
AMZN AMAZON.COM INC. 0.0%
Value ($000) $80 Shares 90 Est. Cost $39.24 Unrealized +6.2%
MDLZ MONDELEZ INTERNATIONAL INC-A 0.0%
Value ($000) $80 Shares 1,848 Est. Cost $25.92 Unrealized +38.4%
COLFAX CORPORATION 0.0%
Value ($000) $78 Shares 1,995 Est. Cost $36.09 Unrealized
JAGIX JANUS GROWTH & INCOME FUND 0.0%
Value ($000) $78 Shares 1,618 Est. Cost $39.82 Unrealized
NSC NORFOLK SOUTHERN CORP. 0.0%
Value ($000) $78 Shares 693 Est. Cost $57.67 Unrealized +69.5%
PRIDX T ROWE PRICE INTERNATIONAL DISCOVERY 0.0%
Value ($000) $77 Shares 1,306 Est. Cost $56.47 Unrealized
CIGNA CORPORATION 0.0%
Value ($000) $77 Shares 525 Est. Cost $74.23 Unrealized
ABALX AMERICAN BALANCED FUND CL A 0.0%
Value ($000) $76 Shares 2,958 Est. Cost $25.69 Unrealized
VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 0.0%
Value ($000) $76 Shares 956 Est. Cost $79.50 Unrealized
KEY KEYCORP 0.0%
Value ($000) $74 Shares 4,186 Est. Cost $6.95 Unrealized +79.7%
LSGBX LOOMIS SAYLES GLOBAL BOND FUND 0.0%
Value ($000) $73 Shares 4,648 Est. Cost $16.31 Unrealized
UNIT CORPORATION 0.0%
Value ($000) $72 Shares 2,965 Est. Cost $26.98 Unrealized
SYK STRYKER CORP 0.0%
Value ($000) $72 Shares 548 Est. Cost $105.31 Unrealized +8.7%
BFWFX AMERICAN CAPITAL WORLD BOND FUND F2 0.0%
Value ($000) $72 Shares 3,755 Est. Cost $19.87 Unrealized
SPDR S&P OIL & GAS EXPLORATION & PRODUCTION 0.0%
Value ($000) $71 Shares 1,905 Est. Cost $41.47 Unrealized
BAX BAXTER INTERNATIONAL INC. 0.0%
Value ($000) $70 Shares 1,347 Est. Cost $30.82 Unrealized +37.5%
OPPENHEIMER INTERNATIONAL GROWTH FUND 0.0%
Value ($000) $69 Shares 1,840 Est. Cost $36.98 Unrealized
ORLY O'REILLY AUTOMOTIVE INC 0.0%
Value ($000) $67 Shares 250 Est. Cost $18.06 Unrealized 0.0%
XLF FINANCIAL SELECT SECTOR SPDR ETF 0.0%
Value ($000) $67 Shares 2,810 Est. Cost $20.54 Unrealized
COP CONOCOPHILLIPS 0.0%
Value ($000) $65 Shares 1,301 Est. Cost $41.33 Unrealized -11.5%
WFC WELLS FARGO & CO NEW 0.0%
Value ($000) $65 Shares 1,167 Est. Cost $38.47 Unrealized +15.3%
TRREX T ROWE PRICE REAL ESTATE FUND 0.0%
Value ($000) $65 Shares 2,313 Est. Cost $28.62 Unrealized
SRE SEMPRA ENERGY 0.0%
Value ($000) $64 Shares 576 Est. Cost $32.34 Unrealized +23.5%
SYY SYSCO CORPORATION 0.0%
Value ($000) $62 Shares 1,200 Est. Cost $24.61 Unrealized +70.9%
PFG PRINCIPAL FINANCIAL GROUP 0.0%
Value ($000) $61 Shares 963 Est. Cost $29.77 Unrealized +46.4%
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 0.0%
Value ($000) $61 Shares 711 Est. Cost $85.10 Unrealized
ADI ANALOG DEVICES INC 0.0%
Value ($000) $61 Shares 740 Est. Cost $42.24 Unrealized +57.3%
ENB ENBRIDGE INC 0.0%
Value ($000) $61 Shares 1,446 Est. Cost $24.73 Unrealized 0.0%
OPPENHEIMER DEVELOPING MARKETS FUND 0.0%
Value ($000) $61 Shares 1,707 Est. Cost $34.26 Unrealized
FNF FNF GROUP 0.0%
Value ($000) $60 Shares 1,536 Est. Cost $16.74 Unrealized +6.3%
IWD ISHARES RUSSELL 1000 VALUE INDEX FUND 0.0%
Value ($000) $60 Shares 526 Est. Cost $114.07 Unrealized
CAIBX AMERICAN CAPITAL INCOME BUILDER-A 0.0%
Value ($000) $60 Shares 998 Est. Cost $60.12 Unrealized
NOC NORTHROP GRUMMAN CORP 0.0%
Value ($000) $59 Shares 249 Est. Cost $80.31 Unrealized +156.2%
DFALX DFA L/C INTERNATIONAL PORTF 0.0%
Value ($000) $58 Shares 2,756 Est. Cost $19.59 Unrealized
CMCSA COMCAST CORP. CLASS A 0.0%
Value ($000) $57 Shares 1,520 Est. Cost $27.97 Unrealized +7.0%
VDC VANGUARD CONSUMER STAPLES ETF 0.0%
Value ($000) $56 Shares 400 Est. Cost $135.00 Unrealized
IGFFX AMERICAN INTERNATIONAL GROWTH AND INCOME F2 0.0%
Value ($000) $56 Shares 1,827 Est. Cost $32.34 Unrealized
VTI VANGUARD TOTAL STOCK MARKET ETF 0.0%
Value ($000) $55 Shares 450 Est. Cost $82.22 Unrealized
FSGAX FRANKLIN SMALL MIDCAP GROWTH FUND ADVISOR SHS 0.0%
Value ($000) $55 Shares 1,489 Est. Cost $39.95 Unrealized
GUGGENHEIM S&P MIDCAP 400 PURE GROWTH ETF 0.0%
Value ($000) $55 Shares 405 Est. Cost $128.40 Unrealized
RINTX RUSSELL INTERNATIONAL DEVELOPED MARKETS FUND 0.0%
Value ($000) $55 Shares 1,516 Est. Cost $36.28 Unrealized
ITW ILLINOIS TOOL WORKS INC. 0.0%
Value ($000) $55 Shares 417 Est. Cost $64.10 Unrealized +63.1%
EPD ENTERPRISE PRODUCTS PARTNERS LP 0.0%
Value ($000) $55 Shares 2,000 Est. Cost $27.50 Unrealized
HSBC HOLDINGS PLC 8.125 PERCENT PFD 0.0%
Value ($000) $54 Shares 2,000 Est. Cost $25.50 Unrealized
LUV SOUTHWEST AIRLINES CO. 0.0%
Value ($000) $54 Shares 1,012 Est. Cost $15.27 Unrealized +216.1%
NJR NEW JERSEY RESOURCES CORP. 0.0%
Value ($000) $53 Shares 1,332 Est. Cost $21.03 Unrealized +33.1%
ROYAL DUTCH SHELL PLC SPON ADR 0.0%
Value ($000) $53 Shares 996 Est. Cost $62.95 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.0%
Value ($000) $52 Shares 460 Est. Cost $113.04 Unrealized
ARCC ARES CAPITAL CORPORATION 0.0%
Value ($000) $52 Shares 2,975 Est. Cost $5.23 Unrealized +42.4%
ATWOOD OCEANICS INC 0.0%
Value ($000) $52 Shares 5,410 Est. Cost $13.12 Unrealized
EFV ISHARES MSCI EAFE VALUE ETF 0.0%
Value ($000) $52 Shares 1,035 Est. Cost $46.38 Unrealized
EXC EXELON CORPORATION 0.0%
Value ($000) $50 Shares 1,379 Est. Cost $14.90 Unrealized +25.5%
BLACKROCK DEBT STRATEGIES FUND INC 0.0%
Value ($000) $50 Shares 4,366 Est. Cost $11.45 Unrealized
TJX TJX COMPANIES INC 0.0%
Value ($000) $50 Shares 629 Est. Cost $30.65 Unrealized +11.0%
GUGGENHEIM S&P EQUAL WEIGHT ETF 0.0%
Value ($000) $50 Shares 556 Est. Cost $80.94 Unrealized
GD GENERAL DYNAMICS CORP 0.0%
Value ($000) $48 Shares 255 Est. Cost $88.49 Unrealized +71.9%
DISVX DFA INTL SMALL CAP VALUE PT 0.0%
Value ($000) $48 Shares 2,324 Est. Cost $18.93 Unrealized
SECURITY STATE BANK - FARWELL, TX 0.0%
Value ($000) $48 Shares 15 Est. Cost $1502.02 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $48 Shares 350 Est. Cost $101.81 Unrealized
EXPRESS SCRIPTS HOLDING COMPANY 0.0%
Value ($000) $47 Shares 717 Est. Cost $61.95 Unrealized
APD AIR PRODUCTS & CHEMICAL INC 0.0%
Value ($000) $47 Shares 345 Est. Cost $107.43 Unrealized +5.3%
FISV FISERV, INC. 0.0%
Value ($000) $46 Shares 400 Est. Cost $40.59 Unrealized +38.3%
DODFX DODGE & COX INTERNATIONAL STOCK FUND 0.0%
Value ($000) $46 Shares 1,109 Est. Cost $37.16 Unrealized
KHC KRAFT HEINZ COMPANY 0.0%
Value ($000) $46 Shares 507 Est. Cost $47.82 Unrealized +25.3%
SA SEABRIDGE GOLD INC 0.0%
Value ($000) $46 Shares 4,210 Est. Cost $9.84 Unrealized +5.6%
MERIDIAN BANCORP INC 0.0%
Value ($000) $45 Shares 2,432 Est. Cost $13.48 Unrealized
CME CME GROUP INC 0.0%
Value ($000) $45 Shares 380 Est. Cost $68.65 Unrealized +27.6%
O REALTY INCOME CORPORATION 0.0%
Value ($000) $45 Shares 749 Est. Cost $31.99 Unrealized +18.5%
RVTY PERKINELMER INC 0.0%
Value ($000) $44 Shares 750 Est. Cost $53.22 Unrealized 0.0%
GLW CORNING INCORPORATED 0.0%
Value ($000) $44 Shares 1,643 Est. Cost $17.37 Unrealized +20.8%
GLAXOSMITHKLINE PLC SPONSORED ADR 0.0%
Value ($000) $42 Shares 1,000 Est. Cost $47.22 Unrealized
PICO HOLDINGS INC 0.0%
Value ($000) $42 Shares 3,015 Est. Cost $15.26 Unrealized
FTV FORTIVE CORP 0.0%
Value ($000) $41 Shares 681 Est. Cost $30.87 Unrealized +12.0%
VGT VANGUARD INFORMATION TECHNOLOGY ETF 0.0%
Value ($000) $41 Shares 300 Est. Cost $107.20 Unrealized
ABT ABBOTT LABORATORIES 0.0%
Value ($000) $41 Shares 918 Est. Cost $32.11 Unrealized +15.0%
IGSB ISHARES 1-3 YEAR CREDIT BOND ETF 0.0%
Value ($000) $41 Shares 387 Est. Cost $106.36 Unrealized
IEI ISHARES 3-7 YEAR TREASURY BOND ETF 0.0%
Value ($000) $40 Shares 326 Est. Cost $127.69 Unrealized
HLEMX HARDING LOEVNER EMERGING MARKETS PORTFOLIO 0.0%
Value ($000) $39 Shares 794 Est. Cost $46.60 Unrealized
BARCLAYS BANK PLC 8.125 PFD 0.0%
Value ($000) $39 Shares 1,500 Est. Cost $26.00 Unrealized
GDX VANECK VECTORS GOLD MINERS ETF 0.0%
Value ($000) $38 Shares 1,675 Est. Cost $20.90 Unrealized
CRANE CO 0.0%
Value ($000) $38 Shares 506 Est. Cost $55.55 Unrealized
VWELX VANGUARD WELLINGTON FUND 0.0%
Value ($000) $38 Shares 957 Est. Cost $38.29 Unrealized
APHIX ARTISAN INTERNATIONAL FUND 0.0%
Value ($000) $38 Shares 1,347 Est. Cost $27.64 Unrealized
WIP SPDR CITI INTL GOVT INFLATION-PROTECTED ETF 0.0%
Value ($000) $38 Shares 700 Est. Cost $62.03 Unrealized
RWX SPDR DOW JONES INTERNATIONAL REAL ESTATE ETF 0.0%
Value ($000) $37 Shares 983 Est. Cost $41.84 Unrealized
LIBERTY MEDIA CORP-LIBERTY SIRIUSXM 0.0%
Value ($000) $37 Shares 955 Est. Cost $33.51 Unrealized
VFH VANGUARD FINANCIALS ETF 0.0%
Value ($000) $37 Shares 605 Est. Cost $47.34 Unrealized
VWINX VANGUARD WELLESLEY INCOME FUND 0.0%
Value ($000) $36 Shares 1,381 Est. Cost $25.71 Unrealized
VINEX VANGUARD INTERNATIONAL EXPLORER 0.0%
Value ($000) $36 Shares 2,023 Est. Cost $18.25 Unrealized
SHW SHERWIN - WILLIAMS COMPANY 0.0%
Value ($000) $35 Shares 113 Est. Cost $59.77 Unrealized +55.6%
DEO DIAGEO PLC-SPONSORED ADR 0.0%
Value ($000) $35 Shares 305 Est. Cost $115.97 Unrealized
BUD ANHEUSER-BUSCH INBEV NV-SPN ADR 0.0%
Value ($000) $35 Shares 320 Est. Cost $111.43 Unrealized
POWERSHARES DYNAMIC LARGE CAP VAULT PORTFOLIO 0.0%
Value ($000) $35 Shares 980 Est. Cost $33.67 Unrealized
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $34 Shares 494 Est. Cost $53.94 Unrealized -6.1%
TAVFX THIRD AVENUE VALUE FUND 0.0%
Value ($000) $34 Shares 641 Est. Cost $52.95 Unrealized
BED BATH & BEYOND INC. 0.0%
Value ($000) $34 Shares 866 Est. Cost $47.44 Unrealized
C CITIGROUP INC 0.0%
Value ($000) $34 Shares 565 Est. Cost $36.07 Unrealized +23.8%
LIBERTY ALL STAR GROWTH FUND INC 0.0%
Value ($000) $34 Shares 7,495 Est. Cost $4.54 Unrealized
OGS ONE GAS INC 0.0%
Value ($000) $34 Shares 500 Est. Cost $34.23 Unrealized +89.4%
NWL NEWELL RUBBERMAID INC. 0.0%
Value ($000) $33 Shares 700 Est. Cost $32.19 Unrealized 0.0%
CKHUY CK HUTCHISON HOLDINGS LIMITED ADR 0.0%
Value ($000) $33 Shares 2,690 Est. Cost $11.59 Unrealized
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.0%
Value ($000) $33 Shares 513 Est. Cost $55.83 Unrealized
LVS LAS VEGAS SANDS CORPORATION 0.0%
Value ($000) $32 Shares 568 Est. Cost $42.20 Unrealized +5.0%
DFEVX DFA EMERGING MARKETS VALUE 0.0%
Value ($000) $32 Shares 1,170 Est. Cost $23.93 Unrealized
TAP MOLSON COORS BREWING CO - B 0.0%
Value ($000) $32 Shares 330 Est. Cost $70.26 Unrealized +10.7%
ERA GROUP INC 0.0%
Value ($000) $32 Shares 2,410 Est. Cost $17.01 Unrealized
ARTNA ARTESIAN RESOURCES CORP CL A 0.0%
Value ($000) $32 Shares 990 Est. Cost $19.16 Unrealized +29.0%
HLMIX HARDING LOEVNER INTERNATIONAL EQUITY PORT 0.0%
Value ($000) $31 Shares 1,565 Est. Cost $19.17 Unrealized
AKAM AKAMAI TECHNOLOGIES INC. 0.0%
Value ($000) $30 Shares 500 Est. Cost $65.71 Unrealized 0.0%
AMRMX AMERICAN MUTUAL FUND CLASS A 0.0%
Value ($000) $30 Shares 787 Est. Cost $38.12 Unrealized
CPB CAMPBELL SOUP COMPANY 0.0%
Value ($000) $30 Shares 530 Est. Cost $40.39 Unrealized +12.1%
VXF VANGUARD EXTENDED MARKET ETF 0.0%
Value ($000) $30 Shares 300 Est. Cost $96.67 Unrealized
AQMIX AQR MANAGED FUTURES STRATEGY FUND 0.0%
Value ($000) $30 Shares 3,199 Est. Cost $10.00 Unrealized
SCANA CORP NEW COM 0.0%
Value ($000) $30 Shares 459 Est. Cost $48.61 Unrealized
BOOM DMC GLOBAL INC 0.0%
Value ($000) $29 Shares 2,350 Est. Cost $13.15 Unrealized +12.0%
MAS MASCO CORP. 0.0%
Value ($000) $29 Shares 845 Est. Cost $27.95 Unrealized +4.5%
CAH CARDINAL HEALTH INC 0.0%
Value ($000) $29 Shares 353 Est. Cost $46.66 Unrealized +29.8%
SUNTRUST BANK INC 0.0%
Value ($000) $28 Shares 500 Est. Cost $32.00 Unrealized
CSRSX COHEN & STEERS REALTY SHARES 0.0%
Value ($000) $28 Shares 416 Est. Cost $66.87 Unrealized
LMT LOCKHEED MARTIN CORPORATION 0.0%
Value ($000) $27 Shares 100 Est. Cost $90.44 Unrealized +128.7%
ORN ORION MARINE GROUP INC 0.0%
Value ($000) $27 Shares 3,640 Est. Cost $8.89 Unrealized +6.3%
FDX FEDEX CORPORATION 0.0%
Value ($000) $27 Shares 139 Est. Cost $81.95 Unrealized +101.5%
DU PONT E I DE NEMOURS $3.5 PFD SERIES A 0.0%
Value ($000) $26 Shares 300 Est. Cost $86.67 Unrealized
MNST MONSTER BEVERAGE CORPORATION 0.0%
Value ($000) $26 Shares 558 Est. Cost $22.89 Unrealized -2.4%
NUE NUCOR CORPORATION 0.0%
Value ($000) $26 Shares 430 Est. Cost $40.08 Unrealized +25.1%
JMHLY JARDINE MATHESON HOLDINGS LIMITED-UNSP ADR 0.0%
Value ($000) $26 Shares 405 Est. Cost $56.10 Unrealized
SJM J. M. SMUCKER CO. 0.0%
Value ($000) $26 Shares 201 Est. Cost $81.33 Unrealized +26.6%
VTMGX VANGUARD DEVELOPED MARKETS INDEX ADM 0.0%
Value ($000) $25 Shares 1,944 Est. Cost $13.71 Unrealized
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $25 Shares 520 Est. Cost $48.08 Unrealized
XLB MATERIALS SELECT SECTOR SPDR TRUST FUND 0.0%
Value ($000) $25 Shares 476 Est. Cost $43.28 Unrealized
NLSIX NUEBERGER BERMAN LONG SHORT FUND 0.0%
Value ($000) $25 Shares 1,850 Est. Cost $12.73 Unrealized
IYR ISHARES U.S. REAL ESTATE ETF 0.0%
Value ($000) $25 Shares 322 Est. Cost $66.92 Unrealized
IYF ISHARES U.S. FINANCIALS ETF 0.0%
Value ($000) $25 Shares 236 Est. Cost $105.93 Unrealized
GS GOLDMAN SACHS GROUP INC 0.0%
Value ($000) $25 Shares 107 Est. Cost $130.84 Unrealized +52.9%
CAT CATERPILLAR INC. 0.0%
Value ($000) $25 Shares 271 Est. Cost $63.59 Unrealized +22.2%
HANESBRANDS INC 0.0%
Value ($000) $25 Shares 1,200 Est. Cost $37.50 Unrealized
APACHE CORP COM 0.0%
Value ($000) $24 Shares 465 Est. Cost $64.52 Unrealized
HE HAWAIIAN ELECTRIC INDUSTRIES INC 0.0%
Value ($000) $24 Shares 730 Est. Cost $33.33 Unrealized -0.4%
HPE HEWLETT PACKARD ENTERPRISE COMPANY 0.0%
Value ($000) $24 Shares 1,033 Est. Cost $6.95 Unrealized +48.5%
CEDAR FAIR, L.P. 0.0%
Value ($000) $24 Shares 350 Est. Cost $48.57 Unrealized
BBH VANECK VECTORS BIOTECH ETF 0.0%
Value ($000) $24 Shares 200 Est. Cost $105.00 Unrealized
ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 0.0%
Value ($000) $24 Shares 162 Est. Cost $148.15 Unrealized
SPDR BARCLAYS HIGH YIELD BOND ETF 0.0%
Value ($000) $23 Shares 623 Est. Cost $36.92 Unrealized
UNILEVER N V-NY SHARES (NEW) 0.0%
Value ($000) $23 Shares 453 Est. Cost $43.95 Unrealized
STSCX STRATTON SMALL CAP VALUE FUND 0.0%
Value ($000) $22 Shares 265 Est. Cost $76.32 Unrealized
EW EDWARDS LIFESCIENCES CORPORATION 0.0%
Value ($000) $22 Shares 230 Est. Cost $18.90 Unrealized +65.6%
IWN ISHARES RUSSELL 2000 VALUE ETF 0.0%
Value ($000) $22 Shares 183 Est. Cost $120.22 Unrealized
RPM RPM INTERNATIONAL INC 0.0%
Value ($000) $22 Shares 400 Est. Cost $38.93 Unrealized +37.0%
AMP AMERIPRISE FINANCIAL INC. 0.0%
Value ($000) $22 Shares 164 Est. Cost $66.77 Unrealized +55.5%
CE CELANESE CORPORATION-SER A 0.0%
Value ($000) $22 Shares 249 Est. Cost $55.56 Unrealized +32.5%
GAP GAP INCORPORATED 0.0%
Value ($000) $21 Shares 866 Est. Cost $18.49 Unrealized -5.5%
PNW PINNACLE WEST CAPITAL CORPORATION 0.0%
Value ($000) $21 Shares 250 Est. Cost $34.02 Unrealized +65.1%
LABORATORY CORPORATION OF AMERICA HOLDINGS 0.0%
Value ($000) $21 Shares 149 Est. Cost $122.56 Unrealized
ENSCO PLC-CL A 0.0%
Value ($000) $21 Shares 2,350 Est. Cost $9.79 Unrealized
OMC OMNICOM GROUP INC 0.0%
Value ($000) $21 Shares 240 Est. Cost $42.22 Unrealized +47.9%
DISCOVER FINANCIAL SERVICES 0.0%
Value ($000) $21 Shares 312 Est. Cost $51.45 Unrealized
WM WASTE MANAGEMENT INC (NEW) 0.0%
Value ($000) $20 Shares 280 Est. Cost $33.88 Unrealized +79.9%
DVN DEVON ENERGY CORPORATION 0.0%
Value ($000) $20 Shares 475 Est. Cost $29.39 Unrealized +5.6%
MEDIX MFS EMERGING MARKETS DEBT FUND I 0.0%
Value ($000) $20 Shares 1,358 Est. Cost $14.75 Unrealized
DTE DTE ENERGY COMPANY 0.0%
Value ($000) $20 Shares 200 Est. Cost $42.26 Unrealized +49.0%
STT STATE STREET CORP 0.0%
Value ($000) $20 Shares 250 Est. Cost $44.60 Unrealized +36.6%
ETN EATON CORP PLC 0.0%
Value ($000) $19 Shares 261 Est. Cost $52.79 Unrealized +11.8%
STIP ISHARES 0-5 YEAR TIPS BOND ETF 0.0%
Value ($000) $19 Shares 184 Est. Cost $100.82 Unrealized
AVY AVERY DENNISON CORPORATION 0.0%
Value ($000) $19 Shares 241 Est. Cost $53.99 Unrealized +22.7%
YUM YUM! BRANDS INC. 0.0%
Value ($000) $19 Shares 293 Est. Cost $45.95 Unrealized +20.9%
TGEIX TCW EMERGING MARKETS INCOME FUND 0.0%
Value ($000) $19 Shares 2,265 Est. Cost $8.83 Unrealized
REYNOLDS AMERICAN INC. 0.0%
Value ($000) $19 Shares 302 Est. Cost $51.81 Unrealized
HPQ HP INC 0.0%
Value ($000) $18 Shares 1,033 Est. Cost $8.13 Unrealized +48.8%
WESTERN GAS PARTNERS LP 0.0%
Value ($000) $18 Shares 300 Est. Cost $63.33 Unrealized
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $18 Shares 100 Est. Cost $108.45 Unrealized +40.7%
WELLS FARGO ADVANTAGE ABSOLUTE RETURN FUND 0.0%
Value ($000) $18 Shares 1,680 Est. Cost $11.54 Unrealized
BFH ALLIANCE DATA SYSTEMS CORPORATION 0.0%
Value ($000) $18 Shares 72 Est. Cost $149.02 Unrealized +10.1%
APDKX ARTISAN INTERNATIONAL VALUE FUND 0.0%
Value ($000) $18 Shares 525 Est. Cost $33.12 Unrealized
DREYFUS MUNICIPAL BOND FUND 0.0%
Value ($000) $18 Shares 1,595 Est. Cost $11.29 Unrealized
ARCONIC INC 0.0%
Value ($000) $17 Shares 633 Est. Cost $18.96 Unrealized
EWH ISHARES MSCI HONG KONG ETF 0.0%
Value ($000) $17 Shares 755 Est. Cost $19.87 Unrealized
ASG GLOBAL ALTERNATIVES FUND 0.0%
Value ($000) $17 Shares 1,624 Est. Cost $9.72 Unrealized
MANITOWOC COMPANY INC 0.0%
Value ($000) $17 Shares 2,930 Est. Cost $6.14 Unrealized
MAXWELL TECHNOLOGIES INC 0.0%
Value ($000) $17 Shares 2,845 Est. Cost $5.27 Unrealized
PRAXAIR INC. 0.0%
Value ($000) $17 Shares 146 Est. Cost $121.68 Unrealized
PB PROSPERITY BANCSHARES INC 0.0%
Value ($000) $17 Shares 240 Est. Cost $45.93 Unrealized +22.0%
COR AMERISOURCEBERGEN CORP 0.0%
Value ($000) $17 Shares 195 Est. Cost $58.75 Unrealized +13.1%
SGOIX FIRST EAGLE OVERSEAS FUND 0.0%
Value ($000) $17 Shares 693 Est. Cost $22.86 Unrealized
YORW YORK WATER CO 0.0%
Value ($000) $17 Shares 495 Est. Cost $19.17 Unrealized +54.8%
POWERSHARES DWA MOMENTUM PORTFOLIO 0.0%
Value ($000) $16 Shares 345 Est. Cost $43.48 Unrealized
WESTAR ENERGY INC. 0.0%
Value ($000) $16 Shares 300 Est. Cost $33.33 Unrealized
OGE OGE ENERGY CORP 0.0%
Value ($000) $16 Shares 465 Est. Cost $29.03 Unrealized +20.0%
AVID TECHNOLOGY INC 0.0%
Value ($000) $16 Shares 3,415 Est. Cost $4.39 Unrealized
FSRIX FIDELITY ADVISOR STRATEGIC INCOME FUND CL I 0.0%
Value ($000) $16 Shares 1,322 Est. Cost $12.30 Unrealized
USAAX USAA GROWTH FUND 0.0%
Value ($000) $16 Shares 619 Est. Cost $24.23 Unrealized
MERIX THE MERGER FUND 0.0%
Value ($000) $16 Shares 1,037 Est. Cost $15.43 Unrealized
LEG LEGGETT & PLATT INC 0.0%
Value ($000) $15 Shares 300 Est. Cost $29.79 Unrealized +64.0%
VWNFX VANGUARD WINDSOR II FUND 0.0%
Value ($000) $15 Shares 396 Est. Cost $37.88 Unrealized
LIBERTY MEDIA CORP-LIBERTY MEDIA 0.0%
Value ($000) $15 Shares 433 Est. Cost $32.33 Unrealized
TBGVX TWEEDY BROWNE GLOBAL VALUE FUND 0.0%
Value ($000) $15 Shares 559 Est. Cost $25.86 Unrealized
TCW STRATEGIC INCOME FUND INC 0.0%
Value ($000) $15 Shares 2,700 Est. Cost $5.56 Unrealized
HDV ISHARES CORE HIGH DIVIDEND ETF 0.0%
Value ($000) $15 Shares 178 Est. Cost $78.65 Unrealized
OPPENHEIMER MAIN STREET FUND CL A 0.0%
Value ($000) $15 Shares 302 Est. Cost $49.67 Unrealized
USISX USAA INCOME STOCK FUND 0.0%
Value ($000) $15 Shares 777 Est. Cost $18.02 Unrealized
DVYE ISHARES EMERGING MARKETS DIVIDEND ETF 0.0%
Value ($000) $15 Shares 375 Est. Cost $40.00 Unrealized
DVA DAVITA HEALTHCARE PARTNERS INC 0.0%
Value ($000) $14 Shares 205 Est. Cost $62.28 Unrealized +6.3%
SHIRE PLC ADR 0.0%
Value ($000) $14 Shares 80 Est. Cost $187.98 Unrealized
BWZ SPDR BARCLAYS CAPITAL SHORT TERM INTL TREAS 0.0%
Value ($000) $14 Shares 454 Est. Cost $30.84 Unrealized
VARIAN MEDICAL SYSTEMS, INC. 0.0%
Value ($000) $13 Shares 143 Est. Cost $90.91 Unrealized
OAKIX OAKMARK INTERNATIONAL FUND CLASS I 0.0%
Value ($000) $13 Shares 521 Est. Cost $21.11 Unrealized
AEM AGNICO-EAGLE MINES LIMITED 0.0%
Value ($000) $13 Shares 300 Est. Cost $37.15 Unrealized +2.0%
IFF INTERNATIONAL FLAVORS & FRAGRANCES INC 0.0%
Value ($000) $13 Shares 100 Est. Cost $87.75 Unrealized +11.9%
ZBH ZIMMER BIOMET HOLDINGS INC 0.0%
Value ($000) $13 Shares 105 Est. Cost $67.30 Unrealized +56.6%
RWR SPDR DOW JONES REIT ETF 0.0%
Value ($000) $13 Shares 137 Est. Cost $76.36 Unrealized
HAINX HARBOR INTERNATIONAL FD-INS 0.0%
Value ($000) $13 Shares 206 Est. Cost $63.78 Unrealized
WHR WHIRLPOOL CORPORATION 0.0%
Value ($000) $13 Shares 78 Est. Cost $177.30 Unrealized +0.2%
VECTREN CORPORATION 0.0%
Value ($000) $13 Shares 220 Est. Cost $34.16 Unrealized
ECL ECOLAB INC 0.0%
Value ($000) $13 Shares 100 Est. Cost $108.98 Unrealized +1.9%
XLU UTILITIES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $13 Shares 252 Est. Cost $51.79 Unrealized
XLE ENERGY SELECT SECTOR SPDR FUND 0.0%
Value ($000) $13 Shares 183 Est. Cost $68.87 Unrealized
BND VANGUARD TOTAL BOND MARKET ETF 0.0%
Value ($000) $13 Shares 165 Est. Cost $84.85 Unrealized
JPMORGAN GLOBAL RESEARCH ENHANCED INDEX 0.0%
Value ($000) $13 Shares 641 Est. Cost $18.72 Unrealized
LIBERTY MEDIA CORP-LIBERTY BRAVES 0.0%
Value ($000) $13 Shares 542 Est. Cost $20.30 Unrealized
BCE BCE INC 0.0%
Value ($000) $13 Shares 284 Est. Cost $27.00 Unrealized -4.8%
LOGI LOGITECH INTERNATIONAL S.A. 0.0%
Value ($000) $13 Shares 400 Est. Cost $25.01 Unrealized 0.0%
CBRL CRACKER BARREL OLD COUNTRY STORE INC 0.0%
Value ($000) $13 Shares 81 Est. Cost $103.14 Unrealized +6.2%
CFR CULLEN FROST BANKERS INC 0.0%
Value ($000) $13 Shares 147 Est. Cost $61.60 Unrealized +12.9%
VEMAX VANGUARD EMERGING MARKETS STOCK INDEX-ADMIRAL 0.0%
Value ($000) $12 Shares 357 Est. Cost $33.61 Unrealized
SWISX SCHWAB INTERNATIONAL INDEX-SE 0.0%
Value ($000) $12 Shares 660 Est. Cost $16.67 Unrealized
RRESX RUSSELL REAL ESTATE SECURITIES FUND 0.0%
Value ($000) $12 Shares 371 Est. Cost $32.35 Unrealized
ALK ALASKA AIR GROUP INC 0.0%
Value ($000) $12 Shares 129 Est. Cost $59.43 Unrealized +49.8%
MS MORGAN STANLEY DEAN WITTER & CO. 0.0%
Value ($000) $12 Shares 285 Est. Cost $34.36 Unrealized 0.0%
NATIONAL GRID PLC 0.0%
Value ($000) $12 Shares 188 Est. Cost $67.80 Unrealized
DREYFUS PREMIER MUNICIPAL BOND FUND CLASS A 0.0%
Value ($000) $11 Shares 840 Est. Cost $12.18 Unrealized
EEM ISHARES MSCI EMERGING MARKETS ETF 0.0%
Value ($000) $11 Shares 270 Est. Cost $38.48 Unrealized
CX CEMEX SA - SPONS ADR 0.0%
Value ($000) $11 Shares 1,214 Est. Cost $10.09 Unrealized
PIONEER ENERGY SERVICES CORP 0.0%
Value ($000) $11 Shares 2,650 Est. Cost $6.79 Unrealized
REMSX RUSSELL EMERGING MARKETS FUND 0.0%
Value ($000) $11 Shares 611 Est. Cost $18.00 Unrealized
XPRTX INVESCO SENIOR LOAN-IB 0.0%
Value ($000) $10 Shares 1,495 Est. Cost $6.02 Unrealized
POWL POWELL INDUSTRIES INC 0.0%
Value ($000) $10 Shares 300 Est. Cost $31.25 Unrealized -9.4%
AMG AFFILIATED MANAGERS GROUP INC 0.0%
Value ($000) $10 Shares 63 Est. Cost $138.59 Unrealized +10.6%
LAYNE CHRISTENSEN COMPANY 0.0%
Value ($000) $10 Shares 1,090 Est. Cost $11.01 Unrealized
VWILX VANGUARD INTERNATIONAL GROWTH ADMIRAL SHS 0.0%
Value ($000) $10 Shares 134 Est. Cost $63.43 Unrealized
SMCFX AMERICAN SMALLCAP WORLD FUND F2 0.0%
Value ($000) $10 Shares 198 Est. Cost $44.03 Unrealized
MAPIX MATTHEWS ASIA DIVIDEND FUND- INV 0.0%
Value ($000) $10 Shares 575 Est. Cost $15.65 Unrealized
BP BP PLC SPONS ADR 0.0%
Value ($000) $10 Shares 292 Est. Cost $41.13 Unrealized
NORDSTROM, INC. 0.0%
Value ($000) $10 Shares 206 Est. Cost $64.79 Unrealized
NBHC NATIONAL BANK HOLDINGS CORPORATION 0.0%
Value ($000) $10 Shares 300 Est. Cost $26.22 Unrealized 0.0%
NUVBX NUVEEN INTERMEDIATE DURATION MUNICIPAL BOND R 0.0%
Value ($000) $10 Shares 1,070 Est. Cost $9.44 Unrealized
TGNA TEGNA INC 0.0%
Value ($000) $9 Shares 348 Est. Cost $14.36 Unrealized +7.1%
TEXAS OSAGE ROYALTY POOL, INC. 0.0%
Value ($000) $9 Shares 125 Est. Cost $72.00 Unrealized
INTU INTUIT INC 0.0%
Value ($000) $9 Shares 78 Est. Cost $112.43 Unrealized 0.0%
VIPSX VANGUARD INFLATION PROTECTED SECURITIES FUND 0.0%
Value ($000) $9 Shares 653 Est. Cost $13.78 Unrealized
EL ESTEE LAUDER COMPANIES INC CL A 0.0%
Value ($000) $8 Shares 95 Est. Cost $63.86 Unrealized +15.7%
C R BARD 0.0%
Value ($000) $8 Shares 33 Est. Cost $242.42 Unrealized
CCEP COCA-COLA EUROPEAN PARTNERS PLC 0.0%
Value ($000) $8 Shares 200 Est. Cost $29.28 Unrealized -7.6%
COMSTOCK MINING INC 0.0%
Value ($000) $8 Shares 37,790 Est. Cost $0.26 Unrealized
BROADCOM LTD 0.0%
Value ($000) $8 Shares 35 Est. Cost $142.86 Unrealized
DLTR DOLLAR TREE INC 0.0%
Value ($000) $8 Shares 100 Est. Cost $76.86 Unrealized 0.0%
HSY THE HERSHEY COMPANY 0.0%
Value ($000) $8 Shares 72 Est. Cost $65.69 Unrealized +32.2%
HRL HORMEL FOODS CORPORATION 0.0%
Value ($000) $8 Shares 238 Est. Cost $30.31 Unrealized -5.9%
AMAT APPLIED MATERIALS INC 0.0%
Value ($000) $7 Shares 170 Est. Cost $27.48 Unrealized +18.4%
PFORX PIMCO FOREIGN BOND FUND 0.0%
Value ($000) $7 Shares 698 Est. Cost $10.87 Unrealized
PGR PROGRESSIVE CORP-OHIO 0.0%
Value ($000) $7 Shares 170 Est. Cost $29.31 Unrealized 0.0%
TAMALE BLANCA, INC 0.0%
Value ($000) $7 Shares 500 Est. Cost $14.00 Unrealized
PANERA BREAD COMPANY-CL A 0.0%
Value ($000) $7 Shares 27 Est. Cost $259.26 Unrealized
CRM SALESFORCE.COM INC. 0.0%
Value ($000) $7 Shares 86 Est. Cost $78.93 Unrealized 0.0%
RAVEN INDUSTRIES INC 0.0%
Value ($000) $7 Shares 225 Est. Cost $31.11 Unrealized
RJF RAYMOND JAMES FINANCIAL INC 0.0%
Value ($000) $7 Shares 96 Est. Cost $44.57 Unrealized 0.0%
CHTR CHARTER COMMUNICATIONS INC A 0.0%
Value ($000) $7 Shares 21 Est. Cost $318.52 Unrealized 0.0%
AA ALCOA CORP 0.0%
Value ($000) $7 Shares 211 Est. Cost $25.90 Unrealized +29.0%
CIMAREX ENERGY CO. 0.0%
Value ($000) $7 Shares 57 Est. Cost $122.81 Unrealized
MRSH MARSH & MCLENNAN COMPANIES INC 0.0%
Value ($000) $7 Shares 98 Est. Cost $61.73 Unrealized 0.0%
LUBY'S INC 0.0%
Value ($000) $7 Shares 2,097 Est. Cost $8.44 Unrealized
ACTIVISION BLIZZARD INC 0.0%
Value ($000) $7 Shares 141 Est. Cost $49.65 Unrealized
FITB FIFTH THIRD BANCORP 0.0%
Value ($000) $7 Shares 280 Est. Cost $12.55 Unrealized +54.0%
NI NISOURCE INC. 0.0%
Value ($000) $7 Shares 300 Est. Cost $8.50 Unrealized +102.2%
ON ASSIGNMENT INC 0.0%
Value ($000) $7 Shares 145 Est. Cost $48.28 Unrealized
IWB ISHARES RUSSELL 1000 INDEX FUND 0.0%
Value ($000) $6 Shares 45 Est. Cost $133.33 Unrealized
HYG ISHARES IBOXX $ HIGH YIELD CORP BD FUND 0.0%
Value ($000) $6 Shares 73 Est. Cost $89.89 Unrealized
JBHT J.B. HUNT TRANSPORT SERVICES INC 0.0%
Value ($000) $6 Shares 68 Est. Cost $89.28 Unrealized 0.0%
TAREX THIRD AVENUE REAL ESTATE VALUE FUND 0.0%
Value ($000) $6 Shares 181 Est. Cost $27.48 Unrealized
AAL AMERICAN AIRLINES GROUP INC 0.0%
Value ($000) $6 Shares 150 Est. Cost $43.78 Unrealized 0.0%
BIIB BIOGEN IDEC INC 0.0%
Value ($000) $6 Shares 21 Est. Cost $282.75 Unrealized 0.0%
CCL CARNIVAL CORP. 0.0%
Value ($000) $6 Shares 100 Est. Cost $34.78 Unrealized +44.7%
CST BRANDS INC 0.0%
Value ($000) $6 Shares 132 Est. Cost $31.80 Unrealized
SU SUNCOR ENERGY INC 0.0%
Value ($000) $6 Shares 196 Est. Cost $19.52 Unrealized +16.3%
VOX VANGUARD TELECOMMUNICATION SERVICES ETF 0.0%
Value ($000) $6 Shares 67 Est. Cost $97.74 Unrealized
PH PARKER HANNIFIN CORP. 0.0%
Value ($000) $6 Shares 39 Est. Cost $132.60 Unrealized 0.0%
HIG HARTFORD FINANCIAL SERVICES GROUP INC 0.0%
Value ($000) $6 Shares 131 Est. Cost $39.89 Unrealized 0.0%
WY WEYERHAEUSER CO 0.0%
Value ($000) $6 Shares 180 Est. Cost $18.15 Unrealized +26.9%
L LOEWS CORPORATION 0.0%
Value ($000) $6 Shares 138 Est. Cost $44.91 Unrealized 0.0%
SNA SNAP-ON INCORPORATED 0.0%
Value ($000) $6 Shares 34 Est. Cost $138.03 Unrealized 0.0%
MMS MAXIMUS INC 0.0%
Value ($000) $6 Shares 90 Est. Cost $58.78 Unrealized 0.0%
CTSH COGNIZANT TECHNOLOGY SOLUTIONS CORPORATION 0.0%
Value ($000) $6 Shares 102 Est. Cost $50.97 Unrealized 0.0%
ZD J2 GLOBAL INC 0.0%
Value ($000) $6 Shares 73 Est. Cost $73.13 Unrealized 0.0%
SCHW CHARLES SCHWAB CORP NEW 0.0%
Value ($000) $6 Shares 135 Est. Cost $36.81 Unrealized 0.0%
HSIC HENRY SCHEIN INC 0.0%
Value ($000) $5 Shares 32 Est. Cost $64.97 Unrealized 0.0%
MPC MARATHON PETROLEUM CORPORATION 0.0%
Value ($000) $5 Shares 98 Est. Cost $32.24 Unrealized +17.3%
MFC MANULIFE FINANCIAL CORP 0.0%
Value ($000) $5 Shares 308 Est. Cost $13.60 Unrealized +35.5%
NUSTAR ENERGY LP 0.0%
Value ($000) $5 Shares 100 Est. Cost $40.54 Unrealized
HEI/A HEICO CORPORATION 0.0%
Value ($000) $5 Shares 67 Est. Cost $35.27 Unrealized 0.0%
F FORD MOTOR COMPANY 0.0%
Value ($000) $5 Shares 411 Est. Cost $9.01 Unrealized -13.6%
BLACKROCK CREDIT ALLOCATION INCOME TRUST 0.0%
Value ($000) $5 Shares 400 Est. Cost $15.00 Unrealized
VERSUM MATERIALS INC 0.0%
Value ($000) $5 Shares 171 Est. Cost $27.05 Unrealized
AETNA US HEALTH INC COM 0.0%
Value ($000) $5 Shares 43 Est. Cost $116.28 Unrealized
AEIS ADVANCED ENERGY INDUSTRIES INC 0.0%
Value ($000) $5 Shares 73 Est. Cost $60.60 Unrealized 0.0%
THE PRICELINE GROUP INC 0.0%
Value ($000) $5 Shares 3 Est. Cost $1666.67 Unrealized
PRIVATEBANCORP, INC 0.0%
Value ($000) $5 Shares 92 Est. Cost $54.35 Unrealized
VTR VENTAS INC 0.0%
Value ($000) $5 Shares 78 Est. Cost $46.70 Unrealized -8.9%
TOTAL SA-SPON ADR 0.0%
Value ($000) $5 Shares 90 Est. Cost $48.04 Unrealized
AMERICAN EQUITY INVESTMENT LIFE HOLDING CO 0.0%
Value ($000) $4 Shares 161 Est. Cost $24.84 Unrealized
BEN FRANKLIN RESOURCES INC. 0.0%
Value ($000) $4 Shares 98 Est. Cost $26.15 Unrealized 0.0%
GT GOODYEAR TIRE & RUBBER CO. 0.0%
Value ($000) $4 Shares 104 Est. Cost $33.96 Unrealized 0.0%
ANADARKO PETE CORP 0.0%
Value ($000) $4 Shares 71 Est. Cost $52.65 Unrealized
FFBC FIRST FINANCIAL BANCORP 0.0%
Value ($000) $4 Shares 146 Est. Cost $19.75 Unrealized 0.0%
BLD TOPBUILD CORP 0.0%
Value ($000) $4 Shares 93 Est. Cost $34.43 Unrealized +17.9%
ALLETE INC 0.0%
Value ($000) $4 Shares 58 Est. Cost $68.97 Unrealized
SWKS SKYWORKS SOLUTIONS INC 0.0%
Value ($000) $4 Shares 39 Est. Cost $33.70 Unrealized +124.0%
BARNES GROUP INC 0.0%
Value ($000) $4 Shares 74 Est. Cost $54.05 Unrealized
DELL TECHNOLOGIES INC 0.0%
Value ($000) $4 Shares 56 Est. Cost $47.33 Unrealized
MMSI MERIT MEDICAL SYSTEMS INC 0.0%
Value ($000) $4 Shares 144 Est. Cost $28.00 Unrealized 0.0%
ITRI ITRON, INC. 0.0%
Value ($000) $4 Shares 60 Est. Cost $62.15 Unrealized 0.0%
BKU BANKUNITED INC 0.0%
Value ($000) $4 Shares 114 Est. Cost $28.92 Unrealized 0.0%
MATW MATTHEWS INTERNATIONAL CORPORATION 0.0%
Value ($000) $4 Shares 61 Est. Cost $54.36 Unrealized 0.0%
SPIRIT AEROSYSTEMS HOLDINGS INC CL A 0.0%
Value ($000) $4 Shares 67 Est. Cost $59.70 Unrealized
FTRBX FEDERATED TOTAL RETURN BOND FUND 0.0%
Value ($000) $4 Shares 341 Est. Cost $10.96 Unrealized
VYX NCR CORPORATION 0.0%
Value ($000) $4 Shares 87 Est. Cost $26.18 Unrealized +4.7%
FLIR SYSTEMS, INC. 0.0%
Value ($000) $4 Shares 102 Est. Cost $39.22 Unrealized
ASPEN TECHNOLOGY INC 0.0%
Value ($000) $4 Shares 61 Est. Cost $65.57 Unrealized
EEFT EURONET WORLDWIDE INC 0.0%
Value ($000) $4 Shares 51 Est. Cost $78.60 Unrealized 0.0%
USMV ISHARES EDGE MSCI MIN VOL USA ETF 0.0%
Value ($000) $3 Shares 72 Est. Cost $41.67 Unrealized
FLWS 1-800-FLOWERS.COM INC 0.0%
Value ($000) $3 Shares 305 Est. Cost $10.03 Unrealized 0.0%
UMPQUA HOLDINGS CORPORATION 0.0%
Value ($000) $3 Shares 159 Est. Cost $18.87 Unrealized
NEUSTAR INC 0.0%
Value ($000) $3 Shares 100 Est. Cost $30.00 Unrealized
ADNT ADIENT PLC 0.0%
Value ($000) $3 Shares 43 Est. Cost $50.50 Unrealized +27.0%
TSCO TRACTOR SUPPLY COMPANY 0.0%
Value ($000) $3 Shares 44 Est. Cost $12.67 Unrealized 0.0%
TRV THE TRAVELERS COMPANIES, INC 0.0%
Value ($000) $3 Shares 26 Est. Cost $81.59 Unrealized +21.2%
BOTTOMLINE TECHNOLOGIES (DE) INC 0.0%
Value ($000) $3 Shares 120 Est. Cost $25.00 Unrealized
PIONEER NATURAL RESOURCES COMPANY 0.0%
Value ($000) $3 Shares 15 Est. Cost $185.94 Unrealized
HAIN HAIN CELESTIAL GROUP INC 0.0%
Value ($000) $3 Shares 70 Est. Cost $37.62 Unrealized 0.0%
PBH PRESTIGE BRANDS HOLDINGS INC 0.0%
Value ($000) $3 Shares 50 Est. Cost $55.16 Unrealized 0.0%
BAYRY BAYER AG-SPONSORED ADR 0.0%
Value ($000) $3 Shares 28 Est. Cost $107.14 Unrealized
CRL CHARLES RIV LABORATORIES INTL INC 0.0%
Value ($000) $3 Shares 30 Est. Cost $84.93 Unrealized 0.0%
GENESEE & WYOMING INC 0.0%
Value ($000) $3 Shares 39 Est. Cost $76.92 Unrealized
ROG ROGERS CORPORATION 0.0%
Value ($000) $3 Shares 40 Est. Cost $81.75 Unrealized 0.0%
TDTF FLEXSHARES 5-YEAR TARGET DURATION TIPS INDEX 0.0%
Value ($000) $3 Shares 132 Est. Cost $22.73 Unrealized
TDTT FLEXSHARES IBOXX 3-YEAR TARGET DURATION TIPS 0.0%
Value ($000) $3 Shares 136 Est. Cost $22.06 Unrealized
WORLD WRESTLING ENTERTAINMENT INC 0.0%
Value ($000) $3 Shares 135 Est. Cost $22.22 Unrealized
AIN ALBANY INTERNATIONAL CORPORATION CLASS A 0.0%
Value ($000) $3 Shares 59 Est. Cost $41.74 Unrealized 0.0%
ALB ALBEMARLE CORPORATION 0.0%
Value ($000) $3 Shares 31 Est. Cost $86.27 Unrealized 0.0%
HUM HUMANA INC 0.0%
Value ($000) $3 Shares 15 Est. Cost $191.96 Unrealized 0.0%
ALTRA INDUSTRIAL MOTION CORPORATION 0.0%
Value ($000) $3 Shares 89 Est. Cost $33.71 Unrealized
YUMC YUM CHINA HOLDING INC 0.0%
Value ($000) $3 Shares 105 Est. Cost $26.68 Unrealized +0.2%
MICROSEMI CORPORATION 0.0%
Value ($000) $3 Shares 64 Est. Cost $46.88 Unrealized
TE CONNECTIVITY LTD 0.0%
Value ($000) $3 Shares 46 Est. Cost $65.22 Unrealized
MKTX MARKETAXESS HOLDINGS INC 0.0%
Value ($000) $3 Shares 16 Est. Cost $166.41 Unrealized 0.0%
JUNIPER NETWORKS INC 0.0%
Value ($000) $3 Shares 98 Est. Cost $30.61 Unrealized
MD MEDNAX INC 0.0%
Value ($000) $3 Shares 38 Est. Cost $69.46 Unrealized 0.0%
CHE CHEMED CORPORATION 0.0%
Value ($000) $3 Shares 19 Est. Cost $168.99 Unrealized 0.0%
CHESAPEAKE ENERGY CORP 0.0%
Value ($000) $3 Shares 500 Est. Cost $20.00 Unrealized
TWENTY-FIRST CENTURY FOX INC 0.0%
Value ($000) $3 Shares 90 Est. Cost $33.33 Unrealized
SLGN SILGAN HOLDINGS INC 0.0%
Value ($000) $3 Shares 51 Est. Cost $29.27 Unrealized 0.0%
MARATHON OIL CORP 0.0%
Value ($000) $2 Shares 98 Est. Cost $33.15 Unrealized
KEMET CORPORATION 0.0%
Value ($000) $2 Shares 166 Est. Cost $6.02 Unrealized
COTY COTY INC 0.0%
Value ($000) $2 Shares 135 Est. Cost $16.77 Unrealized 0.0%
NOBLE CORPORATION PLC 0.0%
Value ($000) $2 Shares 265 Est. Cost $34.28 Unrealized
BLACKROCK GLOBAL LONG/SHORT CREDIT FUND 0.0%
Value ($000) $2 Shares 152 Est. Cost $10.30 Unrealized
CARDINAL FINANCIAL CORP 0.0%
Value ($000) $2 Shares 81 Est. Cost $24.69 Unrealized
CNP CENTERPOINT ENERGY INC. 0.0%
Value ($000) $2 Shares 75 Est. Cost $15.40 Unrealized +31.0%
CDK GLOBAL INC 0.0%
Value ($000) $2 Shares 27 Est. Cost $46.35 Unrealized
GANNETT SPINCO INC COM 0.0%
Value ($000) $1 Shares 100 Est. Cost $10.00 Unrealized
XLRE REAL ESTATE SELECT SECTOR SPDR FUND 0.0%
Value ($000) $1 Shares 41 Est. Cost $32.73 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
49.5 MEMBERSHIP INT RKJ SILVERADO RANCH LLC 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
SANOFI CONTINGENT VALUE RIGHTS 0.0%
Value ($000) $0 Shares 50 Est. Cost Unrealized
COLDWATER CREEK INC 0.0%
Value ($000) $0 Shares 16 Est. Cost Unrealized
TDC TERADATA CORPORATION 0.0%
Value ($000) $0 Shares 12 Est. Cost $53.87 Unrealized -43.9%
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
NATIONAL SECURITIES FUNDS 0.0%
Value ($000) $0 Shares 146 Est. Cost Unrealized