Dubuque Bank & Trust as of June 30, 2014
Portfolio Holdings for Dubuque Bank & Trust
Dubuque Bank & Trust holds 596 positions in its portfolio as reported in the June 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Heartland Financial USA (HTLF) | 7.0 | $45M | 1.8M | 24.73 | |
| Lord Abbett Shrt Dur Inc I F mf (LLDYX) | 4.3 | $27M | 6.0M | 4.55 | |
| Jpm Strategic Inc Oppty mf (JSOSX) | 4.3 | $27M | 2.3M | 11.90 | |
| Trust For Professional Mngrs C mutual fund | 3.5 | $22M | 2.0M | 10.99 | |
| 361 Managed Futures Strategy F | 3.4 | $22M | 1.9M | 11.19 | |
| Vanguard Admiral Shares Taxable (VFSUX) | 3.2 | $20M | 1.9M | 10.77 | |
| Stone Ridge Reinsurance Risk P | 3.0 | $19M | 1.8M | 10.42 | |
| Goldman Sachs Strategic Income | 2.8 | $17M | 1.6M | 10.58 | |
| Doubleline Total Return Bond (DBLTX) | 2.5 | $16M | 1.5M | 10.99 | |
| Vanguard Information Technology ETF (VGT) | 2.3 | $14M | 149k | 96.79 | |
| Tcw Emerging Markets Income Fu (TGEIX) | 1.7 | $11M | 1.2M | 8.79 | |
| JPMorgan Chase & Co. (JPM) | 1.7 | $11M | 185k | 57.62 | |
| Apple (AAPL) | 1.7 | $11M | 114k | 92.93 | |
| Wstrn Asst S/d Hi Inc I mutual fund | 1.6 | $10M | 1.6M | 6.50 | |
| Bank of America Corporation (BAC) | 1.6 | $10M | 666k | 15.37 | |
| Vanguard Industrials ETF (VIS) | 1.5 | $9.3M | 90k | 104.24 | |
| Principal Diversified Real Asset Inst (PDRDX) | 1.4 | $9.2M | 697k | 13.20 | |
| American International (AIG) | 1.4 | $9.0M | 165k | 54.58 | |
| Pimco Inv Grade Corp Bnd Fnd mf (PIGIX) | 1.4 | $8.8M | 825k | 10.71 | |
| Spdr S&p 500 Etf (SPY) | 1.4 | $8.8M | 45k | 195.73 | |
| Aston/river Road Long-short Fu | 1.4 | $8.7M | 737k | 11.79 | |
| Vanguard Energy ETF (VDE) | 1.3 | $8.5M | 59k | 143.97 | |
| American Express Company (AXP) | 1.2 | $7.8M | 82k | 94.87 | |
| General Motors Company (GM) | 1.2 | $7.8M | 214k | 36.30 | |
| Unisys Corporation (UIS) | 1.2 | $7.6M | 308k | 24.74 | |
| Stone Ridge High Yield Reins R | 1.2 | $7.5M | 720k | 10.44 | |
| Macy's (M) | 1.2 | $7.4M | 127k | 58.02 | |
| Denbury Resources | 1.1 | $7.2M | 392k | 18.46 | |
| WisdomTree Japan Total Dividend (DXJ) | 1.1 | $7.0M | 141k | 49.36 | |
| Vanguard European ETF (VGK) | 1.1 | $6.8M | 113k | 59.95 | |
| Qualcomm (QCOM) | 1.1 | $6.7M | 84k | 79.20 | |
| Vanguard Utilities ETF (VPU) | 1.0 | $6.6M | 68k | 96.70 | |
| Google Inc Class C | 1.0 | $6.3M | 11k | 575.27 | |
| iShares S&P Natl AMTFr Mncpl Bd (MUB) | 1.0 | $6.1M | 56k | 108.65 | |
| Bunge | 0.9 | $5.9M | 78k | 75.65 | |
| Republic Services (RSG) | 0.9 | $5.8M | 154k | 37.97 | |
| Wal-Mart Stores (WMT) | 0.9 | $5.6M | 74k | 75.07 | |
| Pure Cycle Corporation (PCYO) | 0.9 | $5.6M | 828k | 6.77 | |
| Deere & Company (DE) | 0.8 | $5.4M | 59k | 90.55 | |
| iShares MSCI EAFE Index Fund (EFA) | 0.8 | $5.4M | 79k | 68.38 | |
| Cisco Systems (CSCO) | 0.8 | $5.1M | 207k | 24.85 | |
| CVS Caremark Corporation (CVS) | 0.8 | $5.1M | 68k | 75.36 | |
| Covidien | 0.8 | $4.9M | 55k | 90.17 | |
| CIGNA Corporation | 0.7 | $4.6M | 50k | 91.98 | |
| Valero Energy Corporation (VLO) | 0.7 | $4.5M | 91k | 50.10 | |
| Mylan | 0.7 | $4.4M | 85k | 51.56 | |
| Gilead Sciences (GILD) | 0.7 | $4.3M | 52k | 82.91 | |
| Comcast Corporation (CMCSA) | 0.7 | $4.2M | 77k | 53.68 | |
| Alere | 0.7 | $4.1M | 13k | 317.86 | |
| Vanguard Materials ETF (VAW) | 0.6 | $3.6M | 32k | 111.76 | |
| Hca Holdings (HCA) | 0.6 | $3.5M | 62k | 56.37 | |
| Preferred Apartment Communitie | 0.5 | $3.4M | 385k | 8.87 | |
| Sprint | 0.5 | $3.3M | 387k | 8.53 | |
| Target Corporation (TGT) | 0.5 | $3.2M | 55k | 57.96 | |
| Thermo Fisher Scientific (TMO) | 0.5 | $3.2M | 27k | 117.98 | |
| Delta Air Lines (DAL) | 0.5 | $3.0M | 78k | 38.72 | |
| Perrigo Company (PRGO) | 0.5 | $3.0M | 21k | 145.75 | |
| Cliffs Natural Resources | 0.4 | $2.6M | 171k | 15.05 | |
| Northstar Realty Ser E 8.75% p | 0.4 | $2.6M | 103k | 25.35 | |
| KBR (KBR) | 0.4 | $2.6M | 107k | 23.85 | |
| Gulfport Energy Corporation | 0.4 | $2.4M | 39k | 62.81 | |
| Guggenheim Bulletshs Etf equity | 0.4 | $2.3M | 85k | 26.92 | |
| FIRST TR EXCHANGE Traded Fd auto index (CARZ) | 0.4 | $2.3M | 57k | 40.79 | |
| Metropcs Communications (TMUS) | 0.4 | $2.3M | 67k | 33.62 | |
| Newmont Mining Corporation (NEM) | 0.3 | $2.2M | 87k | 25.44 | |
| Umh Mobile Homes 8.25% Pfd A p | 0.3 | $2.0M | 75k | 26.33 | |
| 0.3 | $1.9M | 3.2k | 584.72 | ||
| Navios Maritime Hdgs 8.75% Adr pfd stk (NMPGY) | 0.3 | $1.9M | 75k | 25.75 | |
| City Office Reit (CIO) | 0.3 | $1.8M | 145k | 12.68 | |
| C&F Financial Corporation (CFFI) | 0.3 | $1.6M | 46k | 35.99 | |
| Tiaa-cref Social Choice Bond I (TSBIX) | 0.2 | $1.5M | 146k | 10.21 | |
| General Electric Company | 0.2 | $1.5M | 56k | 26.28 | |
| Microsoft Corporation (MSFT) | 0.2 | $1.4M | 34k | 41.72 | |
| Exxon Mobil Corporation (XOM) | 0.2 | $1.4M | 14k | 100.64 | |
| Whitestone REIT (WSR) | 0.2 | $1.2M | 83k | 14.91 | |
| Spdr Short-term High Yield mf (SJNK) | 0.2 | $1.2M | 40k | 30.97 | |
| Pfizer (PFE) | 0.2 | $1.1M | 35k | 29.69 | |
| Raytheon Company | 0.2 | $995k | 11k | 92.27 | |
| ProShares Short 20+ Year Treasury ETF (TBF) | 0.2 | $987k | 34k | 28.80 | |
| ConocoPhillips (COP) | 0.1 | $922k | 11k | 85.70 | |
| Walgreen Company | 0.1 | $966k | 13k | 74.13 | |
| iShares S&P 100 Index (OEF) | 0.1 | $974k | 11k | 86.54 | |
| SPDR S&P Dividend (SDY) | 0.1 | $963k | 13k | 76.57 | |
| Spdr Euro Stoxx 50 Etf (FEZ) | 0.1 | $931k | 22k | 43.27 | |
| Pimco Dynamic Credit Income other | 0.1 | $957k | 40k | 23.82 | |
| Chevron Corporation (CVX) | 0.1 | $865k | 6.6k | 130.51 | |
| Johnson & Johnson (JNJ) | 0.1 | $849k | 8.1k | 104.61 | |
| MetLife (MET) | 0.1 | $667k | 12k | 55.55 | |
| Bristol Myers Squibb (BMY) | 0.1 | $631k | 13k | 48.54 | |
| Intel Corporation (INTC) | 0.1 | $620k | 20k | 30.88 | |
| Merck & Co (MRK) | 0.1 | $627k | 11k | 57.83 | |
| Pimco Low Duration Fund Class (PLDPX) | 0.1 | $631k | 61k | 10.37 | |
| Jh Glb Absol Ret Str M utual fund (JHAIX) | 0.1 | $661k | 59k | 11.17 | |
| Del Ltd Trm Divrs Incm I mutual fund | 0.1 | $614k | 72k | 8.59 | |
| Natixis Loomis Sayles Ltd Term | 0.1 | $615k | 53k | 11.71 | |
| Verizon Communications (VZ) | 0.1 | $593k | 12k | 48.90 | |
| iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) | 0.1 | $546k | 5.2k | 105.71 | |
| Dws Income Tr Ultsht Dur Ins mutual funds | 0.1 | $579k | 64k | 9.10 | |
| Nordic Amern Offshore | 0.1 | $574k | 30k | 19.13 | |
| Ameriprise Financial (AMP) | 0.1 | $498k | 4.1k | 119.97 | |
| Berkshire Hathaway (BRK.B) | 0.1 | $484k | 3.8k | 126.54 | |
| Costco Wholesale Corporation (COST) | 0.1 | $532k | 4.6k | 115.22 | |
| International Business Machines (IBM) | 0.1 | $534k | 2.9k | 181.32 | |
| Procter & Gamble Company (PG) | 0.1 | $536k | 6.8k | 78.59 | |
| iShares S&P 500 Index (IVV) | 0.1 | $501k | 2.5k | 197.06 | |
| EMC Corporation | 0.1 | $481k | 18k | 26.34 | |
| McDonald's Corporation (MCD) | 0.1 | $428k | 4.2k | 100.84 | |
| At&t (T) | 0.1 | $421k | 12k | 35.39 | |
| Travelers Companies (TRV) | 0.1 | $434k | 4.6k | 94.02 | |
| Wells Fargo & Company (WFC) | 0.1 | $447k | 8.5k | 52.53 | |
| Pepsi (PEP) | 0.1 | $455k | 5.1k | 89.40 | |
| Philip Morris International (PM) | 0.1 | $418k | 5.0k | 84.34 | |
| Tennant Company (TNC) | 0.1 | $422k | 5.5k | 76.32 | |
| Nuveen Multi-Strategy Inc & Growth Fd 2 (JQC) | 0.1 | $429k | 46k | 9.35 | |
| Vanguard Dividend Appreciation ETF (VIG) | 0.1 | $459k | 5.9k | 77.86 | |
| Mondelez Int (MDLZ) | 0.1 | $422k | 11k | 37.58 | |
| Voya Global Real Estate | 0.1 | $432k | 21k | 20.35 | |
| Corning Incorporated (GLW) | 0.1 | $384k | 18k | 21.94 | |
| Clean Harbors (CLH) | 0.1 | $396k | 6.2k | 64.17 | |
| 3M Company (MMM) | 0.1 | $390k | 2.7k | 143.18 | |
| Cummins (CMI) | 0.1 | $403k | 2.6k | 154.29 | |
| Tetra Tech (TTEK) | 0.1 | $355k | 13k | 27.47 | |
| Helmerich & Payne (HP) | 0.1 | $359k | 3.1k | 116.05 | |
| Plum Creek Timber | 0.1 | $382k | 8.4k | 45.16 | |
| United Technologies Corporation | 0.1 | $356k | 3.1k | 115.32 | |
| Accenture (ACN) | 0.1 | $396k | 4.9k | 80.92 | |
| ITC Holdings | 0.1 | $368k | 10k | 36.50 | |
| Deluxe Corporation (DLX) | 0.1 | $377k | 6.4k | 58.55 | |
| PPL Corporation (PPL) | 0.1 | $349k | 9.8k | 35.65 | |
| Donaldson Company (DCI) | 0.1 | $390k | 9.2k | 42.30 | |
| Healthcare Services (HCSG) | 0.1 | $367k | 13k | 29.41 | |
| HCP | 0.1 | $360k | 8.7k | 41.42 | |
| Industries N shs - a - (LYB) | 0.1 | $372k | 3.8k | 97.59 | |
| Vectren Corporation | 0.1 | $382k | 9.0k | 42.46 | |
| iShares Lehman 3-7 Yr Treasury Bond (IEI) | 0.1 | $410k | 3.4k | 121.66 | |
| Market Vectors High Yield Muni. Ind | 0.1 | $359k | 12k | 30.19 | |
| American Realty Capital Prop | 0.1 | $371k | 30k | 12.54 | |
| Retail Properties Of America | 0.1 | $369k | 24k | 15.37 | |
| Physicians Realty Trust | 0.1 | $359k | 25k | 14.38 | |
| Federated Ultrashort Bond Fund | 0.1 | $398k | 43k | 9.18 | |
| PNC Financial Services (PNC) | 0.1 | $328k | 3.7k | 88.99 | |
| Monsanto Company | 0.1 | $311k | 2.5k | 124.90 | |
| Baxter International (BAX) | 0.1 | $339k | 4.7k | 72.26 | |
| Eli Lilly & Co. (LLY) | 0.1 | $289k | 4.6k | 62.26 | |
| Norfolk Southern (NSC) | 0.1 | $319k | 3.1k | 103.10 | |
| Union Pacific Corporation (UNP) | 0.1 | $335k | 3.4k | 99.82 | |
| Harris Corporation | 0.1 | $290k | 3.8k | 75.84 | |
| Novartis (NVS) | 0.1 | $304k | 3.4k | 90.66 | |
| Amgen (AMGN) | 0.1 | $289k | 2.5k | 117.39 | |
| General Mills (GIS) | 0.1 | $287k | 5.5k | 52.45 | |
| Honeywell International (HON) | 0.1 | $334k | 3.6k | 93.04 | |
| Schlumberger (SLB) | 0.1 | $326k | 2.8k | 117.99 | |
| Sigma-Aldrich Corporation | 0.1 | $347k | 3.4k | 101.57 | |
| ConAgra Foods (CAG) | 0.1 | $328k | 11k | 29.67 | |
| Public Service Enterprise (PEG) | 0.1 | $317k | 7.8k | 40.81 | |
| UGI Corporation (UGI) | 0.1 | $301k | 6.0k | 50.46 | |
| AZZ Incorporated (AZZ) | 0.1 | $342k | 7.4k | 46.08 | |
| iShares S&P US Pref Stock Idx Fnd (PFF) | 0.1 | $304k | 7.6k | 39.97 | |
| PowerShares Dividend Achievers | 0.1 | $336k | 16k | 21.00 | |
| Eaton (ETN) | 0.1 | $309k | 4.0k | 77.15 | |
| Del Divrs Fltg Rt I mutual fund | 0.1 | $293k | 34k | 8.63 | |
| Nuveen Core Plus Bond Fund - | 0.1 | $303k | 26k | 11.72 | |
| Goldman Sachs (GS) | 0.0 | $244k | 1.5k | 167.47 | |
| Coca-Cola Company (KO) | 0.0 | $254k | 6.0k | 42.32 | |
| Walt Disney Company (DIS) | 0.0 | $270k | 3.1k | 85.82 | |
| United Parcel Service (UPS) | 0.0 | $265k | 2.6k | 102.59 | |
| Hawaiian Electric Industries (HE) | 0.0 | $272k | 11k | 25.29 | |
| Kohl's Corporation (KSS) | 0.0 | $266k | 5.1k | 52.67 | |
| Boeing Company (BA) | 0.0 | $244k | 1.9k | 127.42 | |
| Darden Restaurants (DRI) | 0.0 | $273k | 5.9k | 46.22 | |
| E.I. du Pont de Nemours & Company | 0.0 | $264k | 4.0k | 65.39 | |
| MDU Resources (MDU) | 0.0 | $285k | 8.1k | 35.14 | |
| Becton, Dickinson and (BDX) | 0.0 | $233k | 2.0k | 118.39 | |
| Altria (MO) | 0.0 | $239k | 5.7k | 41.90 | |
| Anadarko Petroleum Corporation | 0.0 | $251k | 2.3k | 109.46 | |
| iShares Russell 1000 Value Index (IWD) | 0.0 | $241k | 2.4k | 101.47 | |
| Henry Schein (HSIC) | 0.0 | $224k | 1.9k | 118.83 | |
| First Solar (FSLR) | 0.0 | $256k | 3.6k | 71.14 | |
| Clean Energy Fuels (CLNE) | 0.0 | $240k | 21k | 11.70 | |
| Rogers Communications -cl B (RCI) | 0.0 | $260k | 6.5k | 40.25 | |
| Celgene Corporation | 0.0 | $256k | 1.5k | 173.68 | |
| Computer Programs & Systems (TBRG) | 0.0 | $270k | 4.3k | 63.61 | |
| Rockwell Automation (ROK) | 0.0 | $273k | 2.2k | 125.11 | |
| United Natural Foods (UNFI) | 0.0 | $262k | 4.0k | 65.05 | |
| Columbia Int T/e Bond Cl Z mutual funds (SETMX) | 0.0 | $278k | 26k | 10.73 | |
| PowerShares Intl. Dividend Achiev. | 0.0 | $282k | 15k | 19.32 | |
| iShares MSCI Emerging Markets Indx (EEM) | 0.0 | $188k | 4.4k | 43.21 | |
| Apache Corporation | 0.0 | $214k | 2.1k | 100.48 | |
| Northrop Grumman Corporation (NOC) | 0.0 | $174k | 1.5k | 119.79 | |
| AstraZeneca (AZN) | 0.0 | $187k | 2.5k | 74.32 | |
| Colgate-Palmolive Company (CL) | 0.0 | $176k | 2.6k | 68.22 | |
| Diageo (DEO) | 0.0 | $203k | 1.6k | 127.19 | |
| Danaher Corporation (DHR) | 0.0 | $185k | 2.3k | 78.76 | |
| Starbucks Corporation (SBUX) | 0.0 | $179k | 2.3k | 77.36 | |
| Pioneer Natural Resources | 0.0 | $172k | 749.00 | 229.64 | |
| Broadcom Corporation | 0.0 | $198k | 5.3k | 37.04 | |
| iShares Russell 2000 Index (IWM) | 0.0 | $191k | 1.6k | 118.63 | |
| BorgWarner (BWA) | 0.0 | $217k | 3.3k | 65.05 | |
| Loomis Sayles Bond Fund-ins (LSBDX) | 0.0 | $174k | 11k | 15.89 | |
| Loomis Sayles Bond Fund-ret (LSBRX) | 0.0 | $193k | 12k | 15.85 | |
| Vanguard Mid-Cap ETF (VO) | 0.0 | $187k | 1.6k | 118.73 | |
| Guggenheim Bulletshs Etf equity | 0.0 | $175k | 6.6k | 26.40 | |
| Michael Kors Holdings | 0.0 | $173k | 2.0k | 88.40 | |
| Loomis Sayles Strategic Income (NEZYX) | 0.0 | $198k | 11k | 17.35 | |
| Claymore Etf gug blt2016 hy | 0.0 | $178k | 6.5k | 27.41 | |
| State Street Corporation (STT) | 0.0 | $144k | 2.1k | 67.45 | |
| Suntrust Banks Inc $1.00 Par Cmn | 0.0 | $149k | 3.7k | 39.95 | |
| Devon Energy Corporation (DVN) | 0.0 | $102k | 1.3k | 79.80 | |
| Archer Daniels Midland Company (ADM) | 0.0 | $142k | 3.2k | 44.04 | |
| PPG Industries (PPG) | 0.0 | $101k | 479.00 | 210.86 | |
| Polaris Industries (PII) | 0.0 | $123k | 947.00 | 129.88 | |
| Spectra Energy | 0.0 | $96k | 2.3k | 42.44 | |
| Trimble Navigation (TRMB) | 0.0 | $144k | 3.9k | 37.00 | |
| V.F. Corporation (VFC) | 0.0 | $132k | 2.1k | 62.92 | |
| Dow Chemical Company | 0.0 | $104k | 2.0k | 51.28 | |
| Morgan Stanley (MS) | 0.0 | $135k | 4.2k | 32.32 | |
| Emerson Electric (EMR) | 0.0 | $123k | 1.9k | 66.16 | |
| United Rentals (URI) | 0.0 | $103k | 985.00 | 104.57 | |
| Tyson Foods (TSN) | 0.0 | $101k | 2.7k | 37.41 | |
| Williams-Sonoma (WSM) | 0.0 | $140k | 2.0k | 71.72 | |
| Capital One Financial (COF) | 0.0 | $100k | 1.2k | 82.64 | |
| eBay (EBAY) | 0.0 | $148k | 3.0k | 49.93 | |
| Occidental Petroleum Corporation (OXY) | 0.0 | $114k | 1.1k | 102.24 | |
| Royal Dutch Shell | 0.0 | $148k | 1.8k | 82.18 | |
| UnitedHealth (UNH) | 0.0 | $108k | 1.3k | 81.88 | |
| Southern Company (SO) | 0.0 | $106k | 2.3k | 45.22 | |
| Anheuser-Busch InBev NV (BUD) | 0.0 | $123k | 1.1k | 114.85 | |
| General Dynamics Corporation (GD) | 0.0 | $110k | 944.00 | 116.53 | |
| Prudential Financial (PRU) | 0.0 | $133k | 1.5k | 89.02 | |
| Precision Castparts | 0.0 | $101k | 399.00 | 253.13 | |
| priceline.com Incorporated | 0.0 | $148k | 123.00 | 1203.25 | |
| Amazon (AMZN) | 0.0 | $114k | 351.00 | 324.79 | |
| Equinix | 0.0 | $145k | 688.00 | 210.76 | |
| Alliant Energy Corporation (LNT) | 0.0 | $107k | 1.8k | 60.66 | |
| ARM Holdings | 0.0 | $149k | 3.3k | 45.30 | |
| Flowserve Corporation (FLS) | 0.0 | $154k | 2.1k | 74.47 | |
| Hain Celestial (HAIN) | 0.0 | $123k | 1.4k | 88.49 | |
| Skyworks Solutions (SWKS) | 0.0 | $96k | 2.1k | 46.83 | |
| Cameron International Corporation | 0.0 | $141k | 2.1k | 67.85 | |
| SPDR S&P MidCap 400 ETF (MDY) | 0.0 | $99k | 379.00 | 261.21 | |
| Vanguard Europe Pacific ETF (VEA) | 0.0 | $128k | 3.0k | 42.67 | |
| Valeant Pharmaceuticals Int | 0.0 | $107k | 852.00 | 125.59 | |
| Vanguard Emerging Markets ETF (VWO) | 0.0 | $101k | 2.3k | 43.16 | |
| PIMCO Enhanced Short Mat Str Fund ETF (MINT) | 0.0 | $104k | 1.0k | 100.97 | |
| Citigroup (C) | 0.0 | $154k | 3.3k | 47.24 | |
| Express Scripts Holding | 0.0 | $151k | 2.2k | 69.52 | |
| Fidelity Advisor Sr Ii High Yield Cl I (FAHCX) | 0.0 | $109k | 11k | 10.40 | |
| Pimco Shrt Trm P mutual fund | 0.0 | $155k | 16k | 9.89 | |
| Hasbro (HAS) | 0.0 | $83k | 1.6k | 53.17 | |
| Northeast Utilities System | 0.0 | $33k | 693.00 | 47.62 | |
| Joy Global | 0.0 | $56k | 904.00 | 61.95 | |
| MasterCard Incorporated (MA) | 0.0 | $47k | 640.00 | 73.44 | |
| Progressive Corporation (PGR) | 0.0 | $32k | 1.3k | 25.30 | |
| U.S. Bancorp (USB) | 0.0 | $72k | 1.7k | 43.27 | |
| Reinsurance Group of America (RGA) | 0.0 | $40k | 506.00 | 79.05 | |
| Signature Bank (SBNY) | 0.0 | $51k | 401.00 | 127.18 | |
| Lincoln National Corporation (LNC) | 0.0 | $42k | 823.00 | 51.03 | |
| Equifax (EFX) | 0.0 | $35k | 488.00 | 71.72 | |
| CSX Corporation (CSX) | 0.0 | $34k | 1.1k | 30.66 | |
| M&T Bank Corporation (MTB) | 0.0 | $66k | 536.00 | 123.13 | |
| CBS Corporation | 0.0 | $60k | 963.00 | 62.31 | |
| Ameren Corporation (AEE) | 0.0 | $47k | 1.1k | 40.98 | |
| Consolidated Edison (ED) | 0.0 | $43k | 750.00 | 57.33 | |
| Autodesk (ADSK) | 0.0 | $40k | 717.00 | 55.79 | |
| Cerner Corporation | 0.0 | $92k | 1.8k | 51.48 | |
| Core Laboratories | 0.0 | $37k | 223.00 | 165.92 | |
| Hubbell Incorporated | 0.0 | $51k | 416.00 | 122.60 | |
| IDEXX Laboratories (IDXX) | 0.0 | $43k | 320.00 | 134.38 | |
| MICROS Systems | 0.0 | $44k | 646.00 | 68.11 | |
| Sealed Air (SEE) | 0.0 | $42k | 1.2k | 34.13 | |
| Snap-on Incorporated (SNA) | 0.0 | $46k | 392.00 | 117.35 | |
| McGraw-Hill Companies | 0.0 | $33k | 400.00 | 82.50 | |
| Valspar Corporation | 0.0 | $60k | 784.00 | 76.53 | |
| Global Payments (GPN) | 0.0 | $38k | 516.00 | 73.64 | |
| AFLAC Incorporated (AFL) | 0.0 | $49k | 790.00 | 62.16 | |
| Redwood Trust (RWT) | 0.0 | $67k | 3.4k | 19.43 | |
| Granite Construction (GVA) | 0.0 | $56k | 1.6k | 35.69 | |
| Medtronic | 0.0 | $33k | 522.00 | 63.98 | |
| Nordstrom | 0.0 | $52k | 766.00 | 67.89 | |
| C.R. Bard | 0.0 | $42k | 295.00 | 142.37 | |
| Akamai Technologies (AKAM) | 0.0 | $38k | 616.00 | 61.69 | |
| Comerica Incorporated (CMA) | 0.0 | $71k | 1.4k | 50.07 | |
| Regions Financial Corporation (RF) | 0.0 | $33k | 3.1k | 10.76 | |
| Autoliv (ALV) | 0.0 | $73k | 681.00 | 107.20 | |
| Mid-America Apartment (MAA) | 0.0 | $36k | 495.00 | 72.73 | |
| Whirlpool Corporation (WHR) | 0.0 | $77k | 552.00 | 139.49 | |
| Unum (UNM) | 0.0 | $66k | 1.9k | 34.79 | |
| Eastman Chemical Company (EMN) | 0.0 | $40k | 457.00 | 87.53 | |
| Rockwell Collins | 0.0 | $63k | 808.00 | 77.97 | |
| Air Products & Chemicals (APD) | 0.0 | $47k | 368.00 | 127.72 | |
| Allergan | 0.0 | $91k | 540.00 | 168.52 | |
| Fluor Corporation (FLR) | 0.0 | $81k | 1.0k | 77.22 | |
| Maxim Integrated Products | 0.0 | $73k | 2.2k | 34.00 | |
| Nextera Energy (NEE) | 0.0 | $35k | 343.00 | 102.04 | |
| Nike (NKE) | 0.0 | $70k | 906.00 | 77.26 | |
| Praxair | 0.0 | $75k | 561.00 | 133.08 | |
| Texas Instruments Incorporated (TXN) | 0.0 | $51k | 1.1k | 48.11 | |
| Unilever | 0.0 | $60k | 1.4k | 44.12 | |
| Ford Motor Company (F) | 0.0 | $44k | 2.5k | 17.29 | |
| Exelon Corporation (EXC) | 0.0 | $32k | 874.00 | 36.61 | |
| TJX Companies (TJX) | 0.0 | $46k | 861.00 | 53.43 | |
| Murphy Oil Corporation (MUR) | 0.0 | $35k | 531.00 | 65.91 | |
| Lowe's Companies (LOW) | 0.0 | $69k | 1.4k | 47.88 | |
| Cintas Corporation (CTAS) | 0.0 | $38k | 600.00 | 63.33 | |
| Fifth Third Ban (FITB) | 0.0 | $64k | 3.0k | 21.38 | |
| Sturm, Ruger & Company (RGR) | 0.0 | $72k | 1.2k | 58.87 | |
| Visa (V) | 0.0 | $37k | 172.00 | 213.68 | |
| D.R. Horton (DHI) | 0.0 | $61k | 2.5k | 24.71 | |
| Vornado Realty Trust (VNO) | 0.0 | $77k | 724.00 | 106.35 | |
| Westar Energy | 0.0 | $71k | 1.9k | 38.05 | |
| Dover Corporation (DOV) | 0.0 | $77k | 842.00 | 91.45 | |
| GATX Corporation (GATX) | 0.0 | $36k | 543.00 | 66.30 | |
| Alliance Data Systems Corporation (BFH) | 0.0 | $43k | 152.00 | 282.89 | |
| Aptar (ATR) | 0.0 | $54k | 811.00 | 66.58 | |
| Oracle Corporation (ORCL) | 0.0 | $78k | 1.9k | 40.61 | |
| Marathon Oil Corporation (MRO) | 0.0 | $67k | 1.7k | 40.07 | |
| Forest Laboratories | 0.0 | $94k | 946.00 | 99.37 | |
| Activision Blizzard | 0.0 | $32k | 1.4k | 22.33 | |
| Estee Lauder Companies (EL) | 0.0 | $79k | 1.1k | 73.97 | |
| Entergy Corporation (ETR) | 0.0 | $82k | 1.0k | 82.00 | |
| Eaton Vance | 0.0 | $50k | 1.3k | 37.83 | |
| Apogee Enterprises (APOG) | 0.0 | $32k | 922.00 | 34.71 | |
| Regal-beloit Corporation (RRX) | 0.0 | $83k | 1.1k | 78.45 | |
| Starwood Hotels & Resorts Worldwide | 0.0 | $71k | 877.00 | 80.96 | |
| Cinemark Holdings (CNK) | 0.0 | $52k | 1.5k | 35.67 | |
| CARBO Ceramics | 0.0 | $45k | 294.00 | 153.06 | |
| FMC Corporation (FMC) | 0.0 | $34k | 483.00 | 70.39 | |
| Gorman-Rupp Company (GRC) | 0.0 | $69k | 1.9k | 35.57 | |
| Intuit (INTU) | 0.0 | $36k | 445.00 | 80.90 | |
| J&J Snack Foods (JJSF) | 0.0 | $61k | 650.00 | 93.85 | |
| MGE Energy (MGEE) | 0.0 | $86k | 2.2k | 39.32 | |
| Raymond James Financial (RJF) | 0.0 | $66k | 1.3k | 50.54 | |
| Sun Hydraulics Corporation | 0.0 | $32k | 777.00 | 41.18 | |
| Cal-Maine Foods (CALM) | 0.0 | $37k | 495.00 | 74.75 | |
| Chicago Bridge & Iron Company | 0.0 | $44k | 644.00 | 68.32 | |
| Hexcel Corporation (HXL) | 0.0 | $42k | 1.0k | 41.06 | |
| Jarden Corporation | 0.0 | $39k | 657.00 | 59.36 | |
| MFA Mortgage Investments | 0.0 | $39k | 4.8k | 8.20 | |
| Ocwen Financial Corporation | 0.0 | $32k | 850.00 | 37.65 | |
| Old Dominion Freight Line (ODFL) | 0.0 | $36k | 559.00 | 64.40 | |
| Sunoco Logistics Partners | 0.0 | $39k | 820.00 | 47.56 | |
| United Therapeutics Corporation (UTHR) | 0.0 | $40k | 447.00 | 89.49 | |
| Wabtec Corporation (WAB) | 0.0 | $52k | 624.00 | 83.33 | |
| A. O. Smith Corporation (AOS) | 0.0 | $38k | 763.00 | 49.80 | |
| Church & Dwight (CHD) | 0.0 | $44k | 632.00 | 69.62 | |
| Jack Henry & Associates (JKHY) | 0.0 | $36k | 610.00 | 59.02 | |
| Scotts Miracle-Gro Company (SMG) | 0.0 | $34k | 593.00 | 57.34 | |
| Integrys Energy | 0.0 | $34k | 479.00 | 70.98 | |
| Astronics Corporation (ATRO) | 0.0 | $42k | 750.00 | 56.00 | |
| Allegheny Technologies Incorporated (ATI) | 0.0 | $60k | 1.3k | 45.25 | |
| L.B. Foster Company (FSTR) | 0.0 | $41k | 765.00 | 53.59 | |
| FEI Company | 0.0 | $35k | 386.00 | 90.67 | |
| Unit Corporation | 0.0 | $59k | 858.00 | 68.76 | |
| Utah Medical Products (UTMD) | 0.0 | $48k | 937.00 | 51.23 | |
| Arlington Asset Investment | 0.0 | $55k | 2.0k | 27.50 | |
| Manulife Finl Corp (MFC) | 0.0 | $32k | 1.6k | 20.00 | |
| iShares Russell Midcap Index Fund (IWR) | 0.0 | $69k | 425.00 | 162.35 | |
| Liberty Property Trust | 0.0 | $47k | 1.2k | 37.69 | |
| Oneok (OKE) | 0.0 | $42k | 610.00 | 68.85 | |
| ROYAL BK SCOTLAND Group Plc sp adr pref s | 0.0 | $49k | 2.0k | 24.50 | |
| iShares S&P SmallCap 600 Index (IJR) | 0.0 | $43k | 387.00 | 111.11 | |
| WisdomTree Emerging Mkts Small Cp Div (DGS) | 0.0 | $82k | 1.7k | 47.36 | |
| Royal Bk Scotland Group Plc adr pfd ser p | 0.0 | $66k | 2.8k | 23.57 | |
| Eaton Vance Short Duration Diversified I (EVG) | 0.0 | $46k | 3.0k | 15.33 | |
| iShares MSCI Cntry Asa Jpn Idx Fnd (AAXJ) | 0.0 | $63k | 1.0k | 63.00 | |
| O'reilly Automotive (ORLY) | 0.0 | $34k | 223.00 | 152.47 | |
| Vanguard REIT ETF (VNQ) | 0.0 | $72k | 963.00 | 74.77 | |
| Vanguard Telecommunication Services ETF (VOX) | 0.0 | $46k | 520.00 | 88.46 | |
| SPDR Barclays Capital Aggregate Bo (SPAB) | 0.0 | $38k | 651.00 | 58.37 | |
| Baron Growth (BGRFX) | 0.0 | $54k | 741.00 | 72.87 | |
| Fidelity High Income mf | 0.0 | $76k | 8.0k | 9.55 | |
| Columbia Strategic Income Fund mut (LSIZX) | 0.0 | $34k | 5.5k | 6.18 | |
| Ralph Lauren Corp (RL) | 0.0 | $40k | 247.00 | 161.94 | |
| Cbre Group Inc Cl A (CBRE) | 0.0 | $42k | 1.3k | 31.99 | |
| Ishares Tr fltg rate nt (FLOT) | 0.0 | $86k | 1.7k | 50.74 | |
| Columbia Intermed Bondcl Z (SRBFX) | 0.0 | $57k | 6.2k | 9.21 | |
| American Tower Reit (AMT) | 0.0 | $35k | 384.00 | 91.15 | |
| Groupon | 0.0 | $39k | 5.9k | 6.56 | |
| Post Holdings Inc Common (POST) | 0.0 | $41k | 814.00 | 50.37 | |
| Emcore Corp | 0.0 | $33k | 8.0k | 4.12 | |
| Ridgeworth Seix Floating equity | 0.0 | $60k | 6.6k | 9.12 | |
| Phillips 66 (PSX) | 0.0 | $47k | 589.00 | 79.80 | |
| Ingredion Incorporated (INGR) | 0.0 | $33k | 446.00 | 73.99 | |
| Kraft Foods | 0.0 | $53k | 898.00 | 59.51 | |
| Alps Etf sectr div dogs (SDOG) | 0.0 | $91k | 2.4k | 37.47 | |
| Liberty Media | 0.0 | $35k | 258.00 | 135.66 | |
| Northern Global Real Estate In (NGREX) | 0.0 | $82k | 8.3k | 9.93 | |
| Vanguard Intermediate Term Tre | 0.0 | $35k | 3.1k | 11.25 | |
| Vanguard S&p 500 Etf idx (VOO) | 0.0 | $66k | 368.00 | 179.35 | |
| Intercontinental Exchange (ICE) | 0.0 | $43k | 226.00 | 190.27 | |
| Vodafone Group New Adr F (VOD) | 0.0 | $54k | 1.6k | 33.44 | |
| Keurig Green Mtn | 0.0 | $37k | 300.00 | 123.33 | |
| Driehaus Active Income Fund | 0.0 | $58k | 5.4k | 10.70 | |
| Federated Equity Income Fund # | 0.0 | $71k | 2.8k | 25.26 | |
| Federated Total Return Govt Bo | 0.0 | $52k | 4.7k | 11.15 | |
| Pimco Invest Grade Corp Bond A | 0.0 | $50k | 4.6k | 10.76 | |
| T. Rowe Price Short Term Bond | 0.0 | $49k | 10k | 4.79 | |
| Navient Corporation equity (NAVI) | 0.0 | $34k | 1.9k | 17.58 | |
| Pimco Mortgage-backed Securiti | 0.0 | $76k | 7.3k | 10.37 | |
| Vanguard Total Bond Market Ind | 0.0 | $40k | 3.7k | 10.80 | |
| BP (BP) | 0.0 | $26k | 500.00 | 52.00 | |
| Chubb Corporation | 0.0 | $28k | 309.00 | 90.61 | |
| Ansys (ANSS) | 0.0 | $29k | 380.00 | 76.32 | |
| BlackRock | 0.0 | $8.0k | 25.00 | 320.00 | |
| Cme (CME) | 0.0 | $3.0k | 45.00 | 66.67 | |
| Charles Schwab Corporation (SCHW) | 0.0 | $8.0k | 300.00 | 26.67 | |
| Ace Limited Cmn | 0.0 | $15k | 144.00 | 104.17 | |
| Discover Financial Services | 0.0 | $9.0k | 144.00 | 62.50 | |
| Northern Trust Corporation (NTRS) | 0.0 | $9.6k | 160.00 | 60.00 | |
| People's United Financial | 0.0 | $3.0k | 215.00 | 13.95 | |
| SLM Corporation (SLM) | 0.0 | $16k | 1.9k | 8.27 | |
| Caterpillar (CAT) | 0.0 | $4.0k | 33.00 | 121.21 | |
| Crown Castle International | 0.0 | $1.0k | 10.00 | 100.00 | |
| Ecolab (ECL) | 0.0 | $25k | 224.00 | 111.61 | |
| Waste Management (WM) | 0.0 | $21k | 467.00 | 44.97 | |
| Home Depot (HD) | 0.0 | $30k | 372.00 | 80.65 | |
| Abbott Laboratories (ABT) | 0.0 | $4.0k | 100.00 | 40.00 | |
| Comcast Corporation | 0.0 | $5.0k | 100.00 | 50.00 | |
| Dominion Resources (D) | 0.0 | $23k | 319.00 | 72.10 | |
| FirstEnergy (FE) | 0.0 | $16k | 468.00 | 34.19 | |
| Bed Bath & Beyond | 0.0 | $3.0k | 45.00 | 66.67 | |
| Citrix Systems | 0.0 | $19k | 304.00 | 62.50 | |
| Franklin Resources (BEN) | 0.0 | $19k | 333.00 | 57.06 | |
| J.B. Hunt Transport Services (JBHT) | 0.0 | $26k | 359.00 | 72.42 | |
| Kimberly-Clark Corporation (KMB) | 0.0 | $18k | 161.00 | 111.11 | |
| Microchip Technology (MCHP) | 0.0 | $6.0k | 116.00 | 51.72 | |
| Noble Energy | 0.0 | $9.0k | 120.00 | 75.00 | |
| Paychex (PAYX) | 0.0 | $8.0k | 199.00 | 40.20 | |
| PetSmart | 0.0 | $3.0k | 43.00 | 69.77 | |
| SYSCO Corporation (SYY) | 0.0 | $13k | 345.00 | 37.68 | |
| T. Rowe Price (TROW) | 0.0 | $4.0k | 49.00 | 81.63 | |
| Teradata Corporation (TDC) | 0.0 | $24k | 585.00 | 41.03 | |
| W.W. Grainger (GWW) | 0.0 | $6.0k | 24.00 | 250.00 | |
| Transocean (RIG) | 0.0 | $8.0k | 167.00 | 47.90 | |
| Automatic Data Processing (ADP) | 0.0 | $20k | 252.00 | 79.37 | |
| Boston Scientific Corporation (BSX) | 0.0 | $2.0k | 156.00 | 12.82 | |
| Ross Stores (ROST) | 0.0 | $29k | 432.00 | 67.13 | |
| Timken Company (TKR) | 0.0 | $1.0k | 20.00 | 50.00 | |
| Hanesbrands (HBI) | 0.0 | $999.960000 | 12.00 | 83.33 | |
| Las Vegas Sands (LVS) | 0.0 | $6.0k | 80.00 | 75.00 | |
| Analog Devices (ADI) | 0.0 | $23k | 421.00 | 54.63 | |
| AmerisourceBergen (COR) | 0.0 | $31k | 427.00 | 72.60 | |
| Everest Re Group (EG) | 0.0 | $3.0k | 19.00 | 157.89 | |
| Xilinx | 0.0 | $5.0k | 98.00 | 51.02 | |
| National-Oilwell Var | 0.0 | $10k | 120.00 | 83.33 | |
| Waters Corporation (WAT) | 0.0 | $11k | 110.00 | 100.00 | |
| Potash Corp. Of Saskatchewan I | 0.0 | $3.0k | 75.00 | 40.00 | |
| Yum! Brands (YUM) | 0.0 | $16k | 200.00 | 80.00 | |
| Wolverine World Wide (WWW) | 0.0 | $27k | 1.0k | 25.76 | |
| Allstate Corporation (ALL) | 0.0 | $27k | 458.00 | 58.95 | |
| Baker Hughes Incorporated | 0.0 | $15k | 200.00 | 75.00 | |
| BB&T Corporation | 0.0 | $5.0k | 120.00 | 41.67 | |
| GlaxoSmithKline | 0.0 | $18k | 341.00 | 52.79 | |
| Halliburton Company (HAL) | 0.0 | $14k | 200.00 | 70.00 | |
| NCR Corporation (VYX) | 0.0 | $4.0k | 110.00 | 36.36 | |
| Wisconsin Energy Corporation | 0.0 | $4.0k | 83.00 | 48.19 | |
| American Electric Power Company (AEP) | 0.0 | $10k | 182.00 | 54.95 | |
| Agilent Technologies Inc C ommon (A) | 0.0 | $5.0k | 88.00 | 56.82 | |
| Biogen Idec (BIIB) | 0.0 | $8.0k | 25.00 | 320.00 | |
| Linear Technology Corporation | 0.0 | $9.0k | 200.00 | 45.00 | |
| Total (TTE) | 0.0 | $5.0k | 65.00 | 76.92 | |
| Freeport-McMoRan Copper & Gold (FCX) | 0.0 | $7.0k | 200.00 | 35.00 | |
| Shire | 0.0 | $15k | 62.00 | 241.94 | |
| Illinois Tool Works (ITW) | 0.0 | $31k | 361.00 | 86.38 | |
| EOG Resources (EOG) | 0.0 | $7.0k | 56.00 | 125.00 | |
| Manpower (MAN) | 0.0 | $8.0k | 100.00 | 80.00 | |
| Clorox Company (CLX) | 0.0 | $9.0k | 93.00 | 96.77 | |
| Hospitality Properties Trust | 0.0 | $3.0k | 90.00 | 33.33 | |
| Kellogg Company (K) | 0.0 | $8.0k | 120.00 | 66.67 | |
| FactSet Research Systems (FDS) | 0.0 | $7.0k | 62.00 | 112.90 | |
| Omni (OMC) | 0.0 | $12k | 170.00 | 70.59 | |
| Discovery Communications | 0.0 | $2.0k | 29.00 | 68.97 | |
| Old Republic International Corporation (ORI) | 0.0 | $28k | 1.7k | 16.69 | |
| Fastenal Company (FAST) | 0.0 | $5.0k | 100.00 | 50.00 | |
| J.M. Smucker Company (SJM) | 0.0 | $9.0k | 82.00 | 109.76 | |
| Varian Medical Systems | 0.0 | $17k | 200.00 | 85.00 | |
| Vanguard Intermediate-Term Bond ETF (BIV) | 0.0 | $27k | 316.00 | 85.44 | |
| Vanguard Short-Term Bond ETF (BSV) | 0.0 | $23k | 281.00 | 81.85 | |
| Aaron's | 0.0 | $31k | 876.00 | 35.39 | |
| SPDR Gold Trust (GLD) | 0.0 | $15k | 115.00 | 130.43 | |
| Hertz Global Holdings | 0.0 | $4.0k | 149.00 | 26.85 | |
| PowerShares DB Com Indx Trckng Fund | 0.0 | $5.0k | 185.00 | 27.03 | |
| Amphenol Corporation (APH) | 0.0 | $4.0k | 40.00 | 100.00 | |
| Energy Select Sector SPDR (XLE) | 0.0 | $11k | 110.00 | 100.00 | |
| SBA Communications Corporation | 0.0 | $7.0k | 64.00 | 109.38 | |
| salesforce (CRM) | 0.0 | $2.0k | 33.00 | 60.61 | |
| Illumina (ILMN) | 0.0 | $3.0k | 14.00 | 214.29 | |
| Under Armour (UAA) | 0.0 | $12k | 200.00 | 60.00 | |
| Baidu (BIDU) | 0.0 | $4.0k | 21.00 | 190.48 | |
| DineEquity (DIN) | 0.0 | $2.0k | 31.00 | 64.52 | |
| Gulf Island Fabrication (GIFI) | 0.0 | $24k | 1.1k | 21.74 | |
| Key (KEY) | 0.0 | $31k | 2.1k | 14.50 | |
| Community Health Systems (CYH) | 0.0 | $9.0k | 200.00 | 45.00 | |
| Atmos Energy Corporation (ATO) | 0.0 | $14k | 260.00 | 53.85 | |
| BHP Billiton (BHP) | 0.0 | $10k | 150.00 | 66.67 | |
| Cabot Microelectronics Corporation | 0.0 | $30k | 683.00 | 43.92 | |
| Chipotle Mexican Grill (CMG) | 0.0 | $4.0k | 7.00 | 571.43 | |
| DiamondRock Hospitality Company (DRH) | 0.0 | $3.0k | 200.00 | 15.00 | |
| Dril-Quip (DRQ) | 0.0 | $27k | 248.00 | 108.87 | |
| SCANA Corporation | 0.0 | $7.3k | 121.00 | 60.61 | |
| Abb (ABBNY) | 0.0 | $4.0k | 160.00 | 25.00 | |
| KLA-Tencor Corporation (KLAC) | 0.0 | $14k | 196.00 | 71.43 | |
| tw tele | 0.0 | $4.0k | 100.00 | 40.00 | |
| Unilever (UL) | 0.0 | $3.0k | 70.00 | 42.86 | |
| Urban Outfitters (URBN) | 0.0 | $31k | 925.00 | 33.51 | |
| United States Steel Corporation | 0.0 | $4.0k | 150.00 | 26.67 | |
| Astec Industries (ASTE) | 0.0 | $31k | 715.00 | 43.36 | |
| BT | 0.0 | $19k | 294.00 | 64.63 | |
| Corrections Corporation of America | 0.0 | $11k | 337.00 | 32.64 | |
| Ennis (EBF) | 0.0 | $27k | 1.8k | 15.43 | |
| Gentex Corporation (GNTX) | 0.0 | $10k | 346.00 | 28.90 | |
| McCormick & Company, Incorporated (MKC) | 0.0 | $11k | 150.00 | 73.33 | |
| Kinder Morgan Energy Partners | 0.0 | $8.0k | 100.00 | 80.00 | |
| Merge Healthcare | 0.0 | $2.0k | 1.0k | 2.00 | |
| Rbc Cad (RY) | 0.0 | $13k | 186.00 | 69.89 | |
| Hawkins (HWKN) | 0.0 | $4.0k | 112.00 | 35.71 | |
| Mednax (MD) | 0.0 | $30k | 510.00 | 58.82 | |
| Hyatt Hotels Corporation (H) | 0.0 | $6.0k | 100.00 | 60.00 | |
| Johnson Outdoors (JOUT) | 0.0 | $17k | 644.00 | 26.40 | |
| Twin Disc, Incorporated (TWIN) | 0.0 | $31k | 943.00 | 32.87 | |
| iShares Russell Midcap Value Index (IWS) | 0.0 | $8.0k | 107.00 | 74.77 | |
| Pinnacle West Capital Corporation (PNW) | 0.0 | $29k | 499.00 | 58.12 | |
| Dollar General (DG) | 0.0 | $7.0k | 115.00 | 60.87 | |
| Camden Property Trust (CPT) | 0.0 | $31k | 435.00 | 71.26 | |
| iShares Silver Trust (SLV) | 0.0 | $2.0k | 100.00 | 20.00 | |
| Putnam Master Int. Income (PIM) | 0.0 | $10k | 1.9k | 5.26 | |
| Lihua International | 0.0 | $9.1k | 29k | 0.31 | |
| iShares Dow Jones Select Dividend (DVY) | 0.0 | $30k | 390.00 | 76.92 | |
| Creditsuisse Commodity Common mutual funds (CRSOX) | 0.0 | $16k | 2.1k | 7.54 | |
| Vanguard Small-Cap Growth ETF (VBK) | 0.0 | $4.0k | 31.00 | 129.03 | |
| Alerian Mlp Etf | 0.0 | $4.0k | 230.00 | 17.39 | |
| Cohen & Steers Quality Income Realty (RQI) | 0.0 | $21k | 1.9k | 11.01 | |
| iShares Lehman MBS Bond Fund (MBB) | 0.0 | $15k | 136.00 | 110.29 | |
| iShares Barclays TIPS Bond Fund (TIP) | 0.0 | $12k | 103.00 | 116.50 | |
| FleetCor Technologies | 0.0 | $4.0k | 31.00 | 129.03 | |
| Fresh Market | 0.0 | $3.0k | 85.00 | 35.29 | |
| Vanguard Pacific ETF (VPL) | 0.0 | $3.0k | 48.00 | 62.50 | |
| Vanguard Long-Term Bond ETF (BLV) | 0.0 | $11k | 124.00 | 88.71 | |
| SPDR DB Int'l Govt Infl Pro Bond (WIP) | 0.0 | $3.0k | 46.00 | 65.22 | |
| SPDR DJ Wilshire REIT (RWR) | 0.0 | $11k | 137.00 | 80.29 | |
| iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) | 0.0 | $8.0k | 68.00 | 117.65 | |
| BlackRock Real Asset Trust | 0.0 | $13k | 1.4k | 9.45 | |
| SPDR Barclays Capital High Yield B | 0.0 | $12k | 292.00 | 41.10 | |
| SPDR DJ International Real Estate ETF (RWX) | 0.0 | $6.0k | 130.00 | 46.15 | |
| SPDR S&P Emerging Markets (SPEM) | 0.0 | $4.0k | 58.00 | 68.97 | |
| SPDR S&P International Small Cap (GWX) | 0.0 | $4.0k | 111.00 | 36.04 | |
| Vanguard Mid-Cap Growth ETF (VOT) | 0.0 | $6.0k | 60.00 | 100.00 | |
| First Trust Dow Jones Sel.MicroCap (FDM) | 0.0 | $2.0k | 61.00 | 32.79 | |
| iShares Morningstar Small Value (ISCV) | 0.0 | $8.0k | 60.00 | 133.33 | |
| iShares S&P/Citi Intl Treasury Bond (IGOV) | 0.0 | $9.0k | 83.00 | 108.43 | |
| Invesco Van Kampen Trust For Inv Grd Mun (VGM) | 0.0 | $21k | 1.6k | 13.30 | |
| Invesco Quality Municipal Inc Trust (IQI) | 0.0 | $4.0k | 317.00 | 12.62 | |
| SPDR S&P World ex-US (SPDW) | 0.0 | $23k | 755.00 | 30.46 | |
| SPDR Barclays Capital TIPS (SPIP) | 0.0 | $5.0k | 83.00 | 60.24 | |
| Span-America Medical Systems | 0.0 | $26k | 1.2k | 21.59 | |
| Natl Westminster Bk Plc Ser C 7.76% pref | 0.0 | $26k | 1.0k | 26.00 | |
| Schwab Emerging Markets Equity ETF (SCHE) | 0.0 | $5.0k | 187.00 | 26.74 | |
| Schwab International Equity ETF (SCHF) | 0.0 | $11k | 329.00 | 33.43 | |
| Spdr Index Shs Fds stoxx eur 50 etf (SPEU) | 0.0 | $5.0k | 119.00 | 42.02 | |
| Spdr Series Trust barcly cap etf (SPLB) | 0.0 | $4.0k | 94.00 | 42.55 | |
| Schwab Strategic Tr cmn (SCHV) | 0.0 | $9.0k | 215.00 | 41.86 | |
| Schwab U S Large Cap Growth ETF (SCHG) | 0.0 | $8.0k | 163.00 | 49.08 | |
| Pimco Fds emrglcl bd ins | 0.0 | $4.0k | 431.00 | 9.28 | |
| Pandora Media | 0.0 | $2.0k | 79.00 | 25.32 | |
| Pvh Corporation (PVH) | 0.0 | $5.0k | 39.00 | 128.21 | |
| Vanguard Wellesley Income-adm (VWIAX) | 0.0 | $4.0k | 67.00 | 59.70 | |
| Xylem (XYL) | 0.0 | $12k | 296.00 | 40.54 | |
| Blackrock High Yield A mf | 0.0 | $31k | 3.7k | 8.44 | |
| Flexshares Tr mornstar upstr (GUNR) | 0.0 | $7.0k | 200.00 | 35.00 | |
| Roundy's | 0.0 | $1.0k | 100.00 | 10.00 | |
| Facebook Inc cl a (META) | 0.0 | $22k | 331.00 | 66.47 | |
| Duke Energy (DUK) | 0.0 | $14k | 185.00 | 75.68 | |
| Blackrock H/y Bd Port | 0.0 | $0 | 0 | 0.00 | |
| Prudential Sht Duration Hg Y | 0.0 | $10k | 550.00 | 18.18 | |
| Directv | 0.0 | $1.0k | 10.00 | 100.00 | |
| Wp Carey (WPC) | 0.0 | $20k | 305.00 | 65.57 | |
| Mainstay Definedterm Mn Opp (MMD) | 0.0 | $18k | 1.0k | 18.00 | |
| Workday Inc cl a (WDAY) | 0.0 | $3.0k | 32.00 | 93.75 | |
| Abbvie (ABBV) | 0.0 | $25k | 450.00 | 55.56 | |
| Brookfield Total Return Fd I | 0.0 | $5.0k | 212.00 | 23.58 | |
| Lyon William Homes cl a | 0.0 | $15k | 500.00 | 30.00 | |
| Stag Industrial Prf Ser B 6.62 p | 0.0 | $10k | 400.00 | 25.00 | |
| Oppenheimer Senior Floating Ra | 0.0 | $7.0k | 859.00 | 8.15 | |
| Murphy Usa (MUSA) | 0.0 | $6.0k | 132.00 | 45.45 | |
| Franklin Float Rate Dly Acc (FDAAX) | 0.0 | $30k | 3.3k | 9.07 | |
| Independence Realty Trust In (IRT) | 0.0 | $3.0k | 350.00 | 8.57 | |
| Spdr Ser Tr spdr russel 2000 (SPSM) | 0.0 | $4.0k | 57.00 | 70.18 | |
| Catchmark Timber Tr Inc cl a | 0.0 | $3.0k | 211.00 | 14.22 | |
| Eastman Kodak (KODK) | 0.0 | $2.0k | 74.00 | 27.03 | |
| Knowles (KN) | 0.0 | $13k | 420.00 | 30.95 | |
| Starwood Waypoint Residential Trust | 0.0 | $1.0k | 50.00 | 20.00 | |
| One Gas (OGS) | 0.0 | $6.0k | 152.00 | 39.47 | |
| Now (DNOW) | 0.0 | $999.900000 | 30.00 | 33.33 | |
| Driehaus Select Credit Fund | 0.0 | $10k | 982.00 | 10.18 | |
| Nuveen High Income Bond Fund - | 0.0 | $10k | 1.1k | 9.23 | |
| Prudential High Yield Fund | 0.0 | $7.0k | 1.3k | 5.53 |