BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC Diversified Active

CIK: 0001352860 · Show all filings

Period: Q1 2018 (← Previous) (Next →)

Filing Date: May 1, 2018

Total Value ($000): $227,874 (100.0% shares, 0.0% debt)

Holdings (234)

SPY SPDR S&P 500 ETF 18.4%
Value ($000) $41,867 Shares 159,101 Est. Cost $196.84 Unrealized
General American Investors 10.2%
Value ($000) $23,184 Shares 692,681 Est. Cost $32.55 Unrealized
Adams Express Co 8.4%
Value ($000) $19,038 Shares 1,288,997 Est. Cost $12.97 Unrealized
SCHX Schwab U.S. Large-Cap 7.5%
Value ($000) $17,001 Shares 269,520 Est. Cost $55.02 Unrealized
Tri Continental Corp 6.9%
Value ($000) $15,692 Shares 596,430 Est. Cost $19.54 Unrealized
SCHB Schwab U.S. Broad Market 5.3%
Value ($000) $12,062 Shares 189,091 Est. Cost $56.70 Unrealized
Liberty All Star Eq Fd 4.0%
Value ($000) $9,178 Shares 1,497,250 Est. Cost $5.36 Unrealized
Powershares S&P500 Equal Weigh 3.6%
Value ($000) $8,202 Shares 82,449 Est. Cost $91.42 Unrealized
SPDR Dow Jones Industrial Aver 2.7%
Value ($000) $6,130 Shares 25,397 Est. Cost $160.73 Unrealized
Dividend & Income Fund 2.6%
Value ($000) $5,932 Shares 472,308 Est. Cost $11.61 Unrealized
Royce Value Trust 1.9%
Value ($000) $4,251 Shares 273,225 Est. Cost $13.07 Unrealized
IWM iShares Russell 2000 Index 1.7%
Value ($000) $3,882 Shares 25,572 Est. Cost $120.35 Unrealized
Special Opptys Fund 1.7%
Value ($000) $3,858 Shares 261,714 Est. Cost $16.26 Unrealized
IVV iShares S&P 500 Index Fund 1.3%
Value ($000) $2,893 Shares 10,902 Est. Cost $229.84 Unrealized
SCHV Schwab U.S. Large-Cap Value 1.2%
Value ($000) $2,729 Shares 51,646 Est. Cost $46.27 Unrealized
SCHA Schwab U.S. Small-Cap 1.1%
Value ($000) $2,576 Shares 37,267 Est. Cost $63.62 Unrealized
SCHM Schwab U.S. Mid-Cap 1.0%
Value ($000) $2,389 Shares 45,180 Est. Cost $44.18 Unrealized
Special Opp 3.5 Pfd Conv 1.0%
Value ($000) $2,289 Shares 89,446 Est. Cost $25.82 Unrealized
Nuveen Dow 30 Dynamic Overwrit 0.9%
Value ($000) $2,057 Shares 115,798 Est. Cost $14.11 Unrealized
Vanguard S&P 500 ETF 0.9%
Value ($000) $1,984 Shares 8,197 Est. Cost $197.23 Unrealized
Alpine Total Dynamic Fd 0.8%
Value ($000) $1,871 Shares 209,296 Est. Cost $7.76 Unrealized
Guggenheim Enhanced Eqty 0.8%
Value ($000) $1,817 Shares 217,886 Est. Cost $7.97 Unrealized
American Intl Group Inc 0.7%
Value ($000) $1,585 Shares 29,130 Est. Cost $64.84 Unrealized
ETFS Gold Trust ETF 0.7%
Value ($000) $1,489 Shares 11,607 Est. Cost $124.16 Unrealized
PowerShares QQQ - Nasdaq 100 0.6%
Value ($000) $1,390 Shares 8,683 Est. Cost $86.84 Unrealized
Gabelli Global Small and Mid C 0.6%
Value ($000) $1,346 Shares 112,528 Est. Cost $11.63 Unrealized
MS India Investment Fund 0.5%
Value ($000) $1,252 Shares 41,234 Est. Cost $26.03 Unrealized
SCHG Schwab U.S. Large-Cap Growth 0.5%
Value ($000) $1,101 Shares 15,354 Est. Cost $49.24 Unrealized
SCHE Schwab Emerging Markets Equity 0.5%
Value ($000) $1,076 Shares 37,522 Est. Cost $24.42 Unrealized
AllianzGI NFJ Divid Int 0.5%
Value ($000) $1,059 Shares 83,406 Est. Cost $12.72 Unrealized
SCHF Schwab International Equity 0.4%
Value ($000) $1,012 Shares 30,042 Est. Cost $32.08 Unrealized
VTI Vanguard Total Stock Mkt 0.4%
Value ($000) $1,000 Shares 7,371 Est. Cost $86.53 Unrealized
IWF iShares Russell 1000 Growth 0.4%
Value ($000) $899 Shares 6,610 Est. Cost $82.63 Unrealized
Gabelli Healthcare TRUST 0.4%
Value ($000) $888 Shares 93,485 Est. Cost $10.40 Unrealized
SCHD Sch US Div Equity Etf 0.4%
Value ($000) $817 Shares 16,666 Est. Cost $38.89 Unrealized
Central Securities Corp 0.3%
Value ($000) $779 Shares 29,252 Est. Cost $25.70 Unrealized
Royce Micro-Cap TRUST 0.3%
Value ($000) $750 Shares 80,185 Est. Cost $8.60 Unrealized
Herzfeld Caribbn Basn Fd 0.3%
Value ($000) $741 Shares 103,155 Est. Cost $7.18 Unrealized
KRE SPDR S&P Regional Bking 0.3%
Value ($000) $735 Shares 12,175 Est. Cost $38.63 Unrealized
Delaware Enhanced Gbl Div & In 0.3%
Value ($000) $623 Shares 53,944 Est. Cost $10.34 Unrealized
SPDR Gold Shares 0.3%
Value ($000) $616 Shares 4,901 Est. Cost $121.80 Unrealized
Templeton Emrgng Mkt Fd 0.3%
Value ($000) $572 Shares 35,145 Est. Cost $13.23 Unrealized
MMM 3m Company 0.2%
Value ($000) $554 Shares 2,525 Est. Cost $138.93 Unrealized +8.1%
OEF iShares S&P 100 Index Fund 0.2%
Value ($000) $543 Shares 4,683 Est. Cost $72.02 Unrealized
SPEU SPDR STOXX Europe 50 0.2%
Value ($000) $536 Shares 15,473 Est. Cost $35.98 Unrealized
SCHC Schwab International Small-Cap 0.2%
Value ($000) $536 Shares 14,704 Est. Cost $32.46 Unrealized
MS Emerging Market Fund 0.2%
Value ($000) $528 Shares 28,666 Est. Cost $15.56 Unrealized
SPDR S&P 500 ETF TR 0.2%
Value ($000) $522 Shares 283 Est. Cost Unrealized
Royce Global Value Tr 0.2%
Value ($000) $516 Shares 47,039 Est. Cost $8.84 Unrealized
Gabelli Div And Inc Tr 0.2%
Value ($000) $407 Shares 18,440 Est. Cost $19.50 Unrealized
IWD iShares Russell 1000 Value 0.2%
Value ($000) $407 Shares 3,400 Est. Cost $111.66 Unrealized
IVW iShares S&P 500 Growth 0.2%
Value ($000) $398 Shares 2,570 Est. Cost $118.07 Unrealized
WTPI WisdomTree CBOE S&P 500 PutWri 0.2%
Value ($000) $385 Shares 13,666 Est. Cost $27.55 Unrealized
EEM iShares MSCI Emrg Mkt ETF 0.2%
Value ($000) $374 Shares 7,752 Est. Cost $40.53 Unrealized
European Equity Fund 0.2%
Value ($000) $374 Shares 38,704 Est. Cost $8.59 Unrealized
DGRW WisdomTree U.S. Quality Divide 0.2%
Value ($000) $364 Shares 9,030 Est. Cost $39.39 Unrealized
Royce Focus TRUST Inc 0.2%
Value ($000) $342 Shares 44,010 Est. Cost $7.55 Unrealized
HON Honeywell International 0.1%
Value ($000) $295 Shares 2,045 Est. Cost $84.52 Unrealized +39.0%
Singapore Fund Inc 0.1%
Value ($000) $282 Shares 21,317 Est. Cost $11.75 Unrealized
BlackRock Enhanced Dividend Ac 0.1%
Value ($000) $276 Shares 31,623 Est. Cost $7.55 Unrealized
XLV Health Care Select Sector SPDR 0.1%
Value ($000) $254 Shares 3,132 Est. Cost $53.16 Unrealized
DON WisdomTree MidCap Dividend 0.1%
Value ($000) $245 Shares 7,200 Est. Cost $50.16 Unrealized
Latin Amer Equity Fd New 0.1%
Value ($000) $235 Shares 8,605 Est. Cost $23.26 Unrealized
XLF Sector Spdr Fincl Select 0.1%
Value ($000) $225 Shares 8,170 Est. Cost $25.90 Unrealized
EFA iShares MSCI EAFE Index Fund 0.1%
Value ($000) $223 Shares 3,210 Est. Cost $69.40 Unrealized
First Tr Enhcd Eqty Incm 0.1%
Value ($000) $220 Shares 14,938 Est. Cost $12.94 Unrealized
Boulder Growth & Income 0.1%
Value ($000) $218 Shares 20,278 Est. Cost $9.19 Unrealized
XLI Sector Spdr Indl Select 0.1%
Value ($000) $217 Shares 2,932 Est. Cost $53.49 Unrealized
Lazard Glbl Total Retrun 0.1%
Value ($000) $210 Shares 11,803 Est. Cost $14.43 Unrealized
Templeton Dragon Fund 0.1%
Value ($000) $209 Shares 9,431 Est. Cost $20.08 Unrealized
Aberdeen Emg Mkt SMC Opps 0.1%
Value ($000) $207 Shares 14,007 Est. Cost $11.35 Unrealized
PowerShares Buyback Achievers 0.1%
Value ($000) $202 Shares 3,555 Est. Cost $49.10 Unrealized
TDIV First Trust NASDAQ Technology 0.1%
Value ($000) $195 Shares 5,460 Est. Cost $26.51 Unrealized
TBF Proshares Short 20 Year Treas 0.1%
Value ($000) $190 Shares 8,395 Est. Cost $29.81 Unrealized
BlackRock Resources & Commdty 0.1%
Value ($000) $187 Shares 21,076 Est. Cost $8.60 Unrealized
Source Capital Inc 0.1%
Value ($000) $183 Shares 4,601 Est. Cost $38.22 Unrealized
SCHK Schwab 1000 Index ETF 0.1%
Value ($000) $179 Shares 6,886 Est. Cost $26.15 Unrealized
DWX SPDR S&P International Dividen 0.1%
Value ($000) $179 Shares 4,485 Est. Cost $42.78 Unrealized
Tekla Healthcare Opportu 0.1%
Value ($000) $176 Shares 10,694 Est. Cost $17.36 Unrealized
ACWI iShares MSCI ACWI Index 0.1%
Value ($000) $170 Shares 2,380 Est. Cost $57.84 Unrealized
TIP iShares Barclays TIPS Bond Fun 0.1%
Value ($000) $146 Shares 1,293 Est. Cost $111.98 Unrealized
NXDT NexPoint Credit Strategies Fun 0.1%
Value ($000) $134 Shares 5,863 Est. Cost $21.77 Unrealized
SCHP Schwab U.S. TIPS ETF 0.1%
Value ($000) $134 Shares 2,459 Est. Cost $54.18 Unrealized
Ishares Msci Jpn Idx Fd 0.1%
Value ($000) $132 Shares 2,188 Est. Cost $11.99 Unrealized
New Ireland Fund Inc 0.1%
Value ($000) $127 Shares 10,572 Est. Cost $12.80 Unrealized
CEW WisdomTree Emerging Currency E 0.1%
Value ($000) $125 Shares 6,299 Est. Cost $19.98 Unrealized
India Fund Inc 0.1%
Value ($000) $122 Shares 4,955 Est. Cost $25.45 Unrealized
SPYG SPDR S&P 500 GROWTH ETF 0.1%
Value ($000) $120 Shares 3,600 Est. Cost $32.78 Unrealized
iShares Gold Trust 0.1%
Value ($000) $119 Shares 9,400 Est. Cost $10.96 Unrealized
XLK Sector Spdr Tech Select 0.1%
Value ($000) $114 Shares 1,749 Est. Cost $35.94 Unrealized
VT Vanguard Total World 0.0%
Value ($000) $112 Shares 1,525 Est. Cost $59.68 Unrealized
VIG Vanguard Dividend Appreciation 0.0%
Value ($000) $106 Shares 1,058 Est. Cost $67.42 Unrealized
RMR Real Estate Income Fund 0.0%
Value ($000) $106 Shares 6,372 Est. Cost $19.26 Unrealized
SLV iShares Silver Trust 0.0%
Value ($000) $104 Shares 6,755 Est. Cost $18.51 Unrealized
Nuveen Real Asset Income 0.0%
Value ($000) $104 Shares 6,440 Est. Cost $17.96 Unrealized
Etfs Silver TRUST Etf 0.0%
Value ($000) $99 Shares 6,264 Est. Cost $17.19 Unrealized
EWZ Ishares Msci Brazil Indx 0.0%
Value ($000) $98 Shares 2,189 Est. Cost $47.31 Unrealized
LMP Capital & Income 0.0%
Value ($000) $95 Shares 7,560 Est. Cost $12.74 Unrealized
Delaware Invts Div &Incm 0.0%
Value ($000) $94 Shares 8,975 Est. Cost $10.10 Unrealized
Eaton Vance Risk Managed 0.0%
Value ($000) $90 Shares 10,116 Est. Cost $9.06 Unrealized
PowerShares S&P 500 Low Volati 0.0%
Value ($000) $90 Shares 1,919 Est. Cost $38.76 Unrealized
Latin Amern Discovery Fd 0.0%
Value ($000) $85 Shares 6,969 Est. Cost $10.99 Unrealized
Asa Gold & Precs Mtls 0.0%
Value ($000) $85 Shares 8,175 Est. Cost $12.68 Unrealized
XLP Sector Spdr Tr Con Stpls 0.0%
Value ($000) $85 Shares 1,625 Est. Cost $44.64 Unrealized
SPDR S&P 500 ETF TR 0.0%
Value ($000) $85 Shares 73 Est. Cost Unrealized
SOXX Ishares Semiconductor Index 0.0%
Value ($000) $81 Shares 450 Est. Cost $73.33 Unrealized
Swiss Helvetia Fund 0.0%
Value ($000) $81 Shares 6,648 Est. Cost $11.95 Unrealized
Japan Smaller Cap Fund 0.0%
Value ($000) $80 Shares 6,570 Est. Cost $10.48 Unrealized
DXJ Wisdomtree Jpn Hdgd Eqty 0.0%
Value ($000) $79 Shares 1,425 Est. Cost $51.27 Unrealized
XLB Sector SPDR Materials 0.0%
Value ($000) $79 Shares 1,400 Est. Cost $49.62 Unrealized
IYT iShares Transportation Average 0.0%
Value ($000) $74 Shares 400 Est. Cost $148.68 Unrealized
EUO Proshares Ultrashort Euro 0.0%
Value ($000) $74 Shares 3,650 Est. Cost $19.15 Unrealized
Clough Global Equity Common 0.0%
Value ($000) $74 Shares 5,639 Est. Cost $13.12 Unrealized
PowerShares India 0.0%
Value ($000) $69 Shares 2,775 Est. Cost $21.58 Unrealized
Petroleum & Resources Cp 0.0%
Value ($000) $67 Shares 3,700 Est. Cost $20.92 Unrealized
Blackrock Enhcd Cap & Incm 0.0%
Value ($000) $66 Shares 4,240 Est. Cost $14.13 Unrealized
AAL American Airlines Group Inc 0.0%
Value ($000) $64 Shares 1,250 Est. Cost $36.83 Unrealized +41.9%
POWERSHARES QQQ TRUST 0.0%
Value ($000) $63 Shares 69 Est. Cost Unrealized
SCHH Schwab US REIT ETF 0.0%
Value ($000) $59 Shares 1,560 Est. Cost $35.99 Unrealized
EWH iShares MSCI Hong Kong Index 0.0%
Value ($000) $56 Shares 2,215 Est. Cost $20.31 Unrealized
iPath MSCI India Index ETN 0.0%
Value ($000) $56 Shares 674 Est. Cost $68.84 Unrealized
VanEck Vectors Agribusiness ET 0.0%
Value ($000) $55 Shares 900 Est. Cost $51.19 Unrealized
HYS Pimco 0-5 Year High Yld 0.0%
Value ($000) $54 Shares 542 Est. Cost $99.99 Unrealized
Direxion All Cap Insider Senti 0.0%
Value ($000) $53 Shares 1,304 Est. Cost $43.77 Unrealized
Mrgn Stnly Asia Pac Fund 0.0%
Value ($000) $52 Shares 2,897 Est. Cost $17.69 Unrealized
FEZ SPDR DJ Euro STOXX 50 ETF 0.0%
Value ($000) $51 Shares 1,279 Est. Cost $35.37 Unrealized
EDIV SPDR S&P Emerging Markets Divi 0.0%
Value ($000) $48 Shares 1,359 Est. Cost $26.90 Unrealized
EQS Equus II Inc 0.0%
Value ($000) $48 Shares 20,297 Est. Cost $2.10 Unrealized +14.0%
VV Vanguard Large Cap ETF 0.0%
Value ($000) $48 Shares 400 Est. Cost $84.63 Unrealized
XJEQX Aberdeen Japan Equity Fund Com 0.0%
Value ($000) $46 Shares 5,099 Est. Cost $8.83 Unrealized
IBUY Amplify Online Retail 0.0%
Value ($000) $45 Shares 1,000 Est. Cost $36.36 Unrealized
FNDC Schwab Fundamental Intl Sm Co 0.0%
Value ($000) $42 Shares 1,175 Est. Cost $31.92 Unrealized
Loncar Cancer Immunotherapy ET 0.0%
Value ($000) $40 Shares 1,400 Est. Cost $24.50 Unrealized
PowerShares Preferred ETF 0.0%
Value ($000) $38 Shares 2,646 Est. Cost $15.03 Unrealized
Proshares Inverse S&P 500 0.0%
Value ($000) $38 Shares 1,281 Est. Cost $30.20 Unrealized
ILF Ishares S&P Latin America 0.0%
Value ($000) $38 Shares 1,030 Est. Cost $36.35 Unrealized
VGK Vanguard European 0.0%
Value ($000) $34 Shares 600 Est. Cost $53.96 Unrealized
Morgan Stanley China Fd 0.0%
Value ($000) $34 Shares 1,390 Est. Cost $24.62 Unrealized
Ellsworth Cv Grth&Inc Fd 0.0%
Value ($000) $34 Shares 3,727 Est. Cost $9.06 Unrealized
Western Asset Claymore 0.0%
Value ($000) $31 Shares 2,798 Est. Cost $11.15 Unrealized
Central Fund of Canada 0.0%
Value ($000) $29 Shares 2,250 Est. Cost $12.44 Unrealized
ISHARES TR 0.0%
Value ($000) $25 Shares 33 Est. Cost Unrealized
IWS Ishares Russell Midcap Value I 0.0%
Value ($000) $25 Shares 300 Est. Cost $66.67 Unrealized
EZA iShares MSCI South Africa 0.0%
Value ($000) $25 Shares 370 Est. Cost $65.51 Unrealized
PureFunds ISE Cyber Security E 0.0%
Value ($000) $25 Shares 750 Est. Cost $26.93 Unrealized
Gabelli Global Deal Fund 0.0%
Value ($000) $23 Shares 2,471 Est. Cost $9.53 Unrealized
ISHARES TR 0.0%
Value ($000) $23 Shares 24 Est. Cost Unrealized
Clough Global Opportunities 0.0%
Value ($000) $23 Shares 2,200 Est. Cost $11.73 Unrealized
Cohen & Steers Tot Ret Realty 0.0%
Value ($000) $22 Shares 1,920 Est. Cost $11.97 Unrealized
QQQE Direxion Shares Etf 0.0%
Value ($000) $21 Shares 497 Est. Cost $48.43 Unrealized
Aberdeen Israel Fund 0.0%
Value ($000) $21 Shares 1,100 Est. Cost $18.17 Unrealized
PRNT 3d Printing Etf 0.0%
Value ($000) $21 Shares 900 Est. Cost $25.56 Unrealized
SKYY First Trust Cloud Computing ET 0.0%
Value ($000) $21 Shares 442 Est. Cost $40.50 Unrealized
ETFS Physical Palladium Shares 0.0%
Value ($000) $21 Shares 241 Est. Cost $73.27 Unrealized
XLE Sector Spdr Engy Select 0.0%
Value ($000) $20 Shares 300 Est. Cost $98.99 Unrealized
AIG WTS EXP 01/19/21 @ 45 0.0%
Value ($000) $20 Shares 1,265 Est. Cost $23.59 Unrealized
Gyrodyne Company of America 0.0%
Value ($000) $19 Shares 963 Est. Cost $17.82 Unrealized
PFF iShares S&P U.S. Preferred Sto 0.0%
Value ($000) $18 Shares 500 Est. Cost $38.46 Unrealized
VWO Vanguard Emerging Market 0.0%
Value ($000) $18 Shares 400 Est. Cost $41.98 Unrealized
Eaton Vance Tax Mgd Glbl 0.0%
Value ($000) $16 Shares 1,400 Est. Cost $11.43 Unrealized
LIT Global X Lithium & Battery Tec 0.0%
Value ($000) $16 Shares 500 Est. Cost $38.00 Unrealized
Putnam High Incm Bond Fd 0.0%
Value ($000) $15 Shares 1,670 Est. Cost $8.19 Unrealized
Mexico Equity & Income Common 0.0%
Value ($000) $15 Shares 1,449 Est. Cost $11.52 Unrealized
EWX SPDR S&P Emerging Markets Smal 0.0%
Value ($000) $15 Shares 300 Est. Cost $47.78 Unrealized
SCHO Schwab Short-Term U.S. Treasur 0.0%
Value ($000) $14 Shares 282 Est. Cost $50.87 Unrealized
Guggenheim China Technology ET 0.0%
Value ($000) $13 Shares 220 Est. Cost $46.57 Unrealized
XXCHNXX China Fund Inc 0.0%
Value ($000) $13 Shares 598 Est. Cost $20.28 Unrealized
EWC iShares MSCI Canada Index 0.0%
Value ($000) $13 Shares 500 Est. Cost $30.04 Unrealized
HEDJ WisdomTree Europe Hedged Equit 0.0%
Value ($000) $12 Shares 200 Est. Cost $57.91 Unrealized
Credit Suisse Silver Shares Co 0.0%
Value ($000) $12 Shares 1,700 Est. Cost $11.18 Unrealized
GSV Capital Corp 0.0%
Value ($000) $12 Shares 1,700 Est. Cost $12.35 Unrealized
DTD Wisdomtree Total Dividnd 0.0%
Value ($000) $11 Shares 124 Est. Cost $69.81 Unrealized
IYE iShares DJ US Energy 0.0%
Value ($000) $11 Shares 300 Est. Cost $56.88 Unrealized
Bancroft Conv Fund Inc 0.0%
Value ($000) $11 Shares 556 Est. Cost $21.69 Unrealized
Alpine Global Dynamic Fd 0.0%
Value ($000) $10 Shares 1,031 Est. Cost $9.70 Unrealized
Guggenheim Spin-Off 0.0%
Value ($000) $10 Shares 200 Est. Cost $40.00 Unrealized
GXC SPDR S&P China ETF 0.0%
Value ($000) $9 Shares 84 Est. Cost $79.00 Unrealized
ACWX iShares MSCI ACWI Ex-US 0.0%
Value ($000) $9 Shares 200 Est. Cost $45.00 Unrealized
Van Kampen Advantage II 0.0%
Value ($000) $9 Shares 910 Est. Cost $9.89 Unrealized
APPLE INC 0.0%
Value ($000) $8 Shares 4 Est. Cost Unrealized
EFG iShares MSCI EAFE Growth Index 0.0%
Value ($000) $8 Shares 100 Est. Cost $70.00 Unrealized
Etfs Phys Platinum Etf 0.0%
Value ($000) $8 Shares 100 Est. Cost $134.57 Unrealized
Guggenheim S&P MidCap 400 Pure 0.0%
Value ($000) $8 Shares 55 Est. Cost $120.00 Unrealized
XLY Sector Spdr Consumer Fd 0.0%
Value ($000) $8 Shares 82 Est. Cost $60.98 Unrealized
Guggenheim BRIC 0.0%
Value ($000) $7 Shares 200 Est. Cost $35.00 Unrealized
ETFS Physical Precious Metals 0.0%
Value ($000) $7 Shares 123 Est. Cost $52.00 Unrealized
FACEBOOK INC 0.0%
Value ($000) $7 Shares 1 Est. Cost Unrealized
Asia Pacific Fund 0.0%
Value ($000) $7 Shares 478 Est. Cost $12.60 Unrealized
PHYS Sprott Phys Gld Tr Etn 0.0%
Value ($000) $7 Shares 664 Est. Cost $9.83 Unrealized
Proshares Short Euro 0.0%
Value ($000) $7 Shares 200 Est. Cost $35.38 Unrealized
Taiwan Fund Inc 0.0%
Value ($000) $6 Shares 320 Est. Cost $18.36 Unrealized
CSX CORP 0.0%
Value ($000) $6 Shares 2 Est. Cost Unrealized
Claymore/BNY Mellon Frontier M 0.0%
Value ($000) $5 Shares 361 Est. Cost $16.42 Unrealized
Cohen & Steers Quality 0.0%
Value ($000) $5 Shares 500 Est. Cost $10.00 Unrealized
PSLV Sprott Phys Sil Tr Etf 0.0%
Value ($000) $5 Shares 836 Est. Cost $7.89 Unrealized
Zoe's Kitchen Inc 0.0%
Value ($000) $5 Shares 375 Est. Cost $29.33 Unrealized
Foxby Corp 0.0%
Value ($000) $5 Shares 2,400 Est. Cost $2.08 Unrealized
VanEck Vectors Vietnam ETF 0.0%
Value ($000) $4 Shares 250 Est. Cost $19.45 Unrealized
VCSH Vanguard Short-Term Corp Bd Id 0.0%
Value ($000) $4 Shares 60 Est. Cost $81.12 Unrealized
IGE Ishares Tr Goldman Sachs Natur 0.0%
Value ($000) $4 Shares 132 Est. Cost $49.88 Unrealized
IYR Ishares US Real Estate 0.0%
Value ($000) $4 Shares 60 Est. Cost $79.02 Unrealized
PowerShares S&P Intl Dev Low V 0.0%
Value ($000) $3 Shares 100 Est. Cost $34.21 Unrealized
ETRACS 2x Closed-End Fund ETN 0.0%
Value ($000) $3 Shares 200 Est. Cost $15.00 Unrealized
GSG iShares S&P GSCI Commodity-Ind 0.0%
Value ($000) $3 Shares 186 Est. Cost $32.26 Unrealized
MNA IQ Merger Arbitrage ETF 0.0%
Value ($000) $3 Shares 100 Est. Cost $30.00 Unrealized
Blackrock Global Energy 0.0%
Value ($000) $3 Shares 300 Est. Cost $27.50 Unrealized
Blackrock Global Opptys 0.0%
Value ($000) $2 Shares 220 Est. Cost $11.70 Unrealized
PowerShares FTSE RAFI US 1000 0.0%
Value ($000) $2 Shares 20 Est. Cost $91.67 Unrealized
Nuveen Qual Pfd Inc Fd 0.0%
Value ($000) $2 Shares 253 Est. Cost $9.89 Unrealized
Guggenheim Canadian Energy Inc 0.0%
Value ($000) $2 Shares 400 Est. Cost $15.29 Unrealized
Guggenheim S&P500 Eq Weight Te 0.0%
Value ($000) $1 Shares 12 Est. Cost $80.36 Unrealized
Exone Company 0.0%
Value ($000) $1 Shares 250 Est. Cost $20.00 Unrealized
Greater China Fund 0.0%
Value ($000) $1 Shares 148 Est. Cost $10.13 Unrealized
ALTRIA GROUP INC 0.0%
Value ($000) $1 Shares 2 Est. Cost Unrealized
DDD 3 D Systems Corp 0.0%
Value ($000) $1 Shares 150 Est. Cost $52.15 Unrealized -79.5%
AMERICAN INTL GROUP INC 0.0%
Value ($000) $1 Shares 1 Est. Cost Unrealized
Ishares Msci Malaysia 0.0%
Value ($000) $1 Shares 50 Est. Cost $15.47 Unrealized
WEYERHAEUSER CO 0.0%
Value ($000) $1 Shares 2 Est. Cost Unrealized
SPDR SERIES TRUST 0.0%
Value ($000) $1 Shares 5 Est. Cost Unrealized
EFV iShares MSCI EAFE Value 0.0%
Value ($000) $1 Shares 25 Est. Cost $40.00 Unrealized
COCA COLA CO 0.0%
Value ($000) $1 Shares 2 Est. Cost Unrealized
PowerShares S&P 500 High Beta 0.0%
Value ($000) $1 Shares 33 Est. Cost $31.22 Unrealized
PFIZER INC 0.0%
Value ($000) $1 Shares 2 Est. Cost Unrealized
Powershares SP SmallCap 600 Pu 0.0%
Value ($000) $0 Shares 5 Est. Cost Unrealized
Mvc Capital Inc 0.0%
Value ($000) $0 Shares 40 Est. Cost $11.73 Unrealized
Nasdaq Prem Incm & Grwth 0.0%
Value ($000) $0 Shares 10 Est. Cost $18.57 Unrealized
Liberty All-Star Gr Fund 0.0%
Value ($000) $0 Shares 23 Est. Cost $4.34 Unrealized
VIRNETX HLDG CORP 0.0%
Value ($000) $0 Shares 10 Est. Cost Unrealized
ISHARES TR 0.0%
Value ($000) $0 Shares 4 Est. Cost Unrealized
Advent Claymore Cnvt Secs & In 0.0%
Value ($000) $0 Shares 100 Est. Cost $5.00 Unrealized
APPLE INC 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
SVVC Firsthand Technology Value Fun 0.0%
Value ($000) $0 Shares 7 Est. Cost $19.40 Unrealized -46.4%
FNDB Schwab Fundamental U.S. Broad 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
SELECT SECTOR SPDR TR 0.0%
Value ($000) $0 Shares 5 Est. Cost Unrealized