Dubuque Bank & Trust as of March 31, 2016
Portfolio Holdings for Dubuque Bank & Trust
Dubuque Bank & Trust holds 617 positions in its portfolio as reported in the March 2016 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Heartland Financial USA (HTLF) | 10.1 | $52M | 1.7M | 30.79 | |
| Vanguard Europe Pacific ETF (VEA) | 9.6 | $50M | 1.4M | 35.88 | |
| Vanguard Total Stock Market ETF (VTI) | 2.9 | $15M | 145k | 104.82 | |
| Apple (AAPL) | 2.5 | $13M | 120k | 108.99 | |
| iShares Russell 2000 Index (IWM) | 2.2 | $11M | 102k | 110.63 | |
| Vanguard Emerging Markets ETF (VWO) | 2.2 | $11M | 325k | 34.58 | |
| Alphabet Inc Class A cs (GOOGL) | 1.9 | $9.8M | 13k | 762.92 | |
| Verizon Communications (VZ) | 1.6 | $8.2M | 152k | 54.08 | |
| Berkshire Hathaway (BRK.B) | 1.6 | $8.2M | 58k | 141.88 | |
| JPMorgan Chase & Co. (JPM) | 1.6 | $8.1M | 136k | 59.22 | |
| Wal-Mart Stores (WMT) | 1.4 | $7.4M | 108k | 68.49 | |
| Bank of America Corporation (BAC) | 1.4 | $7.3M | 539k | 13.52 | |
| iShares MSCI Japan Index | 1.4 | $7.1M | 621k | 11.41 | |
| Cisco Systems (CSCO) | 1.2 | $6.5M | 227k | 28.47 | |
| Amgen (AMGN) | 1.2 | $6.0M | 40k | 149.92 | |
| Intel Corporation (INTC) | 1.1 | $6.0M | 184k | 32.35 | |
| iShares MSCI EAFE Value Index (EFV) | 1.1 | $5.8M | 130k | 44.86 | |
| General Motors Company (GM) | 1.1 | $5.5M | 175k | 31.43 | |
| Walgreen Boots Alliance | 1.1 | $5.4M | 65k | 84.24 | |
| Johnson Controls | 1.0 | $5.3M | 136k | 38.97 | |
| American International (AIG) | 1.0 | $5.2M | 96k | 54.05 | |
| Target Corporation (TGT) | 1.0 | $5.1M | 62k | 82.28 | |
| Chevron Corporation (CVX) | 0.9 | $4.9M | 51k | 95.40 | |
| Vanguard Information Technology ETF (VGT) | 0.9 | $4.9M | 45k | 109.54 | |
| Gilead Sciences (GILD) | 0.9 | $4.9M | 53k | 91.86 | |
| Adams Express Company (ADX) | 0.9 | $4.7M | 371k | 12.65 | |
| CVS Caremark Corporation (CVS) | 0.9 | $4.6M | 45k | 103.73 | |
| Public Service Enterprise (PEG) | 0.9 | $4.6M | 98k | 47.14 | |
| Ameriprise Financial (AMP) | 0.9 | $4.6M | 48k | 94.00 | |
| Norfolk Southern (NSC) | 0.9 | $4.5M | 54k | 83.25 | |
| Travelers Companies (TRV) | 0.9 | $4.5M | 38k | 116.70 | |
| Nordstrom | 0.9 | $4.5M | 78k | 57.21 | |
| Tyson Foods (TSN) | 0.9 | $4.4M | 67k | 66.65 | |
| Thermo Fisher Scientific (TMO) | 0.8 | $4.3M | 31k | 141.60 | |
| Medtronic (MDT) | 0.8 | $4.2M | 56k | 75.00 | |
| Murphy Oil Corporation (MUR) | 0.8 | $4.1M | 164k | 25.19 | |
| MetLife (MET) | 0.8 | $4.0M | 92k | 43.94 | |
| Exxon Mobil Corporation (XOM) | 0.8 | $3.9M | 47k | 83.58 | |
| American Express Company (AXP) | 0.8 | $3.9M | 63k | 61.40 | |
| Unum (UNM) | 0.8 | $3.9M | 126k | 30.92 | |
| Scripps Networks Interactive | 0.7 | $3.8M | 59k | 65.49 | |
| NVIDIA Corporation (NVDA) | 0.7 | $3.8M | 107k | 35.63 | |
| Celgene Corporation | 0.7 | $3.5M | 35k | 100.09 | |
| Lowe's Companies (LOW) | 0.7 | $3.5M | 46k | 75.74 | |
| Pimco Dynamic Credit Income other | 0.7 | $3.4M | 195k | 17.44 | |
| Danaher Corporation (DHR) | 0.7 | $3.4M | 36k | 94.87 | |
| DTE Energy Company (DTE) | 0.7 | $3.3M | 37k | 90.66 | |
| Comcast Corporation (CMCSA) | 0.6 | $3.3M | 55k | 61.08 | |
| Stanley Black & Decker (SWK) | 0.6 | $3.3M | 32k | 105.21 | |
| Capital One Financial (COF) | 0.6 | $3.3M | 48k | 69.31 | |
| Allergan | 0.6 | $3.3M | 12k | 268.04 | |
| Stericycle (SRCL) | 0.6 | $3.3M | 26k | 126.19 | |
| Occidental Petroleum Corporation (OXY) | 0.6 | $3.2M | 47k | 68.43 | |
| 3M Company (MMM) | 0.6 | $3.0M | 18k | 166.64 | |
| National-Oilwell Var | 0.6 | $3.1M | 99k | 31.10 | |
| Diversified Real Asset Inc F | 0.6 | $3.0M | 190k | 15.80 | |
| McKesson Corporation (MCK) | 0.6 | $3.0M | 19k | 157.25 | |
| Johnson & Johnson (JNJ) | 0.6 | $2.9M | 27k | 108.19 | |
| Ecolab (ECL) | 0.6 | $2.9M | 26k | 111.53 | |
| Allstate Corporation (ALL) | 0.6 | $2.8M | 42k | 67.37 | |
| eBay (EBAY) | 0.6 | $2.9M | 120k | 23.86 | |
| Fiserv (FI) | 0.6 | $2.9M | 28k | 102.57 | |
| Nuveen Multi-Strategy Income & Growth (JPC) | 0.6 | $2.9M | 306k | 9.36 | |
| Roper Industries (ROP) | 0.5 | $2.8M | 15k | 182.77 | |
| Perrigo Company (PRGO) | 0.5 | $2.8M | 22k | 127.93 | |
| Delta Air Lines (DAL) | 0.5 | $2.7M | 56k | 48.68 | |
| iShares S&P 500 Value Index (IVE) | 0.5 | $2.6M | 29k | 89.94 | |
| CF Industries Holdings (CF) | 0.5 | $2.6M | 83k | 31.33 | |
| Coca-Cola Company (KO) | 0.5 | $2.5M | 55k | 46.38 | |
| Wells Fargo & Company (WFC) | 0.5 | $2.3M | 48k | 48.37 | |
| Mylan Nv | 0.5 | $2.3M | 51k | 46.35 | |
| Vanguard Consumer Staples ETF (VDC) | 0.4 | $2.3M | 17k | 135.34 | |
| Boeing Company (BA) | 0.4 | $2.2M | 17k | 126.96 | |
| Procter & Gamble Company (PG) | 0.4 | $2.0M | 24k | 82.29 | |
| Vanguard Health Care ETF (VHT) | 0.4 | $1.9M | 16k | 123.33 | |
| Honeywell International (HON) | 0.4 | $1.9M | 17k | 112.04 | |
| Microsoft Corporation (MSFT) | 0.3 | $1.8M | 33k | 55.24 | |
| Vanguard Energy ETF (VDE) | 0.3 | $1.8M | 21k | 85.84 | |
| Vanguard Industrials ETF (VIS) | 0.3 | $1.8M | 17k | 105.20 | |
| McDonald's Corporation (MCD) | 0.3 | $1.7M | 14k | 125.69 | |
| Vanguard Financials ETF (VFH) | 0.3 | $1.7M | 37k | 46.36 | |
| Nuveen Multi-Strategy Inc & Growth Fd 2 (JQC) | 0.3 | $1.7M | 216k | 7.91 | |
| General Electric Company | 0.3 | $1.7M | 52k | 31.79 | |
| Cohen & Steers REIT/P (RNP) | 0.3 | $1.6M | 85k | 18.92 | |
| Merck & Co (MRK) | 0.3 | $1.5M | 28k | 52.92 | |
| Technology SPDR (XLK) | 0.3 | $1.4M | 33k | 44.37 | |
| Pepsi (PEP) | 0.3 | $1.4M | 14k | 102.46 | |
| iShares S&P 500 Index (IVV) | 0.3 | $1.4M | 6.7k | 206.63 | |
| Spdr S&p 500 Etf (SPY) | 0.3 | $1.4M | 6.6k | 205.45 | |
| Nuveen Mtg opportunity term (JLS) | 0.2 | $1.3M | 57k | 22.49 | |
| Walt Disney Company (DIS) | 0.2 | $1.2M | 12k | 99.33 | |
| City Office Reit (CIO) | 0.2 | $1.2M | 104k | 11.40 | |
| Harris Corporation | 0.2 | $1.2M | 15k | 77.86 | |
| Pfizer (PFE) | 0.2 | $1.1M | 36k | 29.64 | |
| Abbott Laboratories (ABT) | 0.2 | $1.0M | 25k | 41.82 | |
| Dow Chemical Company | 0.2 | $1.0M | 20k | 50.87 | |
| Raytheon Company | 0.2 | $1.0M | 8.3k | 122.63 | |
| Industries N shs - a - (LYB) | 0.2 | $991k | 12k | 85.59 | |
| Vanguard Utilities ETF (VPU) | 0.2 | $968k | 9.0k | 107.57 | |
| PNC Financial Services (PNC) | 0.2 | $924k | 11k | 84.54 | |
| Bristol Myers Squibb (BMY) | 0.2 | $934k | 15k | 63.87 | |
| Schlumberger (SLB) | 0.2 | $925k | 13k | 73.78 | |
| Vanguard Consumer Discretionary ETF (VCR) | 0.2 | $889k | 7.2k | 124.01 | |
| Costco Wholesale Corporation (COST) | 0.1 | $753k | 4.8k | 157.66 | |
| Vanguard Telecommunication Services ETF (VOX) | 0.1 | $780k | 8.4k | 92.77 | |
| At&t (T) | 0.1 | $599k | 15k | 39.16 | |
| General Mills (GIS) | 0.1 | $616k | 9.7k | 63.37 | |
| International Business Machines (IBM) | 0.1 | $625k | 4.1k | 151.44 | |
| WisdomTree Japan Total Dividend (DXJ) | 0.1 | $581k | 13k | 43.68 | |
| Colgate-Palmolive Company (CL) | 0.1 | $509k | 7.2k | 70.59 | |
| Vanguard Mega Cap 300 Index (MGC) | 0.1 | $516k | 7.4k | 70.13 | |
| United Parcel Service (UPS) | 0.1 | $466k | 4.4k | 105.57 | |
| Tesla Motors (TSLA) | 0.1 | $460k | 2.0k | 230.00 | |
| D Spdr Series Trust (XTN) | 0.1 | $459k | 10k | 45.90 | |
| Mondelez Int (MDLZ) | 0.1 | $484k | 12k | 40.12 | |
| Alphabet Inc Class C cs (GOOG) | 0.1 | $472k | 634.00 | 744.75 | |
| Becton, Dickinson and (BDX) | 0.1 | $413k | 2.7k | 151.67 | |
| Nike (NKE) | 0.1 | $434k | 7.1k | 61.41 | |
| Weyerhaeuser Company (WY) | 0.1 | $395k | 13k | 30.95 | |
| Varian Medical Systems | 0.1 | $414k | 5.2k | 80.08 | |
| iShares S&P SmallCap 600 Index (IJR) | 0.1 | $390k | 3.5k | 112.59 | |
| Vanguard European ETF (VGK) | 0.1 | $398k | 8.2k | 48.55 | |
| Facebook Inc cl a (META) | 0.1 | $400k | 3.5k | 114.08 | |
| Clean Harbors (CLH) | 0.1 | $359k | 7.3k | 49.35 | |
| Cummins (CMI) | 0.1 | $342k | 3.1k | 109.79 | |
| E.I. du Pont de Nemours & Company | 0.1 | $373k | 5.9k | 63.38 | |
| CIGNA Corporation | 0.1 | $361k | 2.6k | 137.37 | |
| iShares Russell 1000 Value Index (IWD) | 0.1 | $382k | 3.9k | 98.73 | |
| First Solar (FSLR) | 0.1 | $340k | 5.0k | 68.41 | |
| iShares S&P 500 Growth Index (IVW) | 0.1 | $364k | 3.1k | 115.85 | |
| SPDR S&P Dividend (SDY) | 0.1 | $374k | 4.7k | 79.85 | |
| Vanguard Dividend Appreciation ETF (VIG) | 0.1 | $341k | 4.2k | 81.19 | |
| PowerShares Dividend Achievers | 0.1 | $348k | 16k | 21.75 | |
| Powershares Kbw Bank Etf | 0.1 | $385k | 12k | 33.04 | |
| Palo Alto Networks (PANW) | 0.1 | $348k | 2.1k | 163.00 | |
| Corning Incorporated (GLW) | 0.1 | $301k | 14k | 20.89 | |
| Baxter International (BAX) | 0.1 | $289k | 7.0k | 41.02 | |
| Archer Daniels Midland Company (ADM) | 0.1 | $336k | 9.2k | 36.36 | |
| Kimberly-Clark Corporation (KMB) | 0.1 | $295k | 2.2k | 134.34 | |
| Automatic Data Processing (ADP) | 0.1 | $318k | 3.5k | 89.71 | |
| Tetra Tech (TTEK) | 0.1 | $328k | 11k | 29.86 | |
| EMC Corporation | 0.1 | $325k | 12k | 26.61 | |
| ITC Holdings | 0.1 | $329k | 7.6k | 43.55 | |
| Deluxe Corporation (DLX) | 0.1 | $335k | 5.4k | 62.44 | |
| Chicago Bridge & Iron Company | 0.1 | $318k | 8.7k | 36.60 | |
| Computer Programs & Systems (TBRG) | 0.1 | $285k | 5.5k | 52.15 | |
| Healthcare Services (HCSG) | 0.1 | $296k | 8.0k | 36.84 | |
| AZZ Incorporated (AZZ) | 0.1 | $293k | 5.2k | 56.51 | |
| HCP | 0.1 | $335k | 10k | 32.59 | |
| Hannon Armstrong (HASI) | 0.1 | $310k | 16k | 19.21 | |
| Goldman Sachs (GS) | 0.1 | $241k | 1.5k | 157.00 | |
| Monsanto Company | 0.1 | $282k | 3.2k | 87.74 | |
| Bunge | 0.1 | $262k | 4.6k | 56.61 | |
| Union Pacific Corporation (UNP) | 0.1 | $257k | 3.2k | 79.51 | |
| ConocoPhillips (COP) | 0.1 | $254k | 6.3k | 40.33 | |
| Patterson Companies (PDCO) | 0.1 | $283k | 6.1k | 46.51 | |
| Accenture (ACN) | 0.1 | $264k | 2.3k | 115.68 | |
| Donaldson Company (DCI) | 0.1 | $277k | 8.7k | 31.89 | |
| iShares NASDAQ Biotechnology Index (IBB) | 0.1 | $261k | 1.0k | 261.00 | |
| iShares MSCI EMU Index (EZU) | 0.1 | $249k | 7.2k | 34.37 | |
| Tennant Company (TNC) | 0.1 | $279k | 5.4k | 51.57 | |
| PowerShares QQQ Trust, Series 1 | 0.1 | $247k | 2.3k | 109.05 | |
| Vanguard Mid-Cap ETF (VO) | 0.1 | $275k | 2.3k | 121.41 | |
| Vanguard Pacific ETF (VPL) | 0.1 | $276k | 5.0k | 55.20 | |
| Vanguard Materials ETF (VAW) | 0.1 | $245k | 2.5k | 98.31 | |
| iShares MSCI Germany Index Fund (EWG) | 0.1 | $257k | 10k | 25.70 | |
| Abbvie (ABBV) | 0.1 | $240k | 4.2k | 57.03 | |
| Crown Castle Intl (CCI) | 0.1 | $240k | 2.8k | 86.49 | |
| Baxalta Incorporated | 0.1 | $263k | 6.5k | 40.39 | |
| Home Depot (HD) | 0.0 | $214k | 1.6k | 133.25 | |
| PPG Industries (PPG) | 0.0 | $191k | 1.7k | 111.50 | |
| Altria (MO) | 0.0 | $215k | 3.4k | 62.76 | |
| Southern Company (SO) | 0.0 | $197k | 3.8k | 51.79 | |
| Amazon (AMZN) | 0.0 | $229k | 386.00 | 593.26 | |
| iShares Dow Jones US Home Const. (ITB) | 0.0 | $228k | 8.4k | 27.13 | |
| iShares S&P MidCap 400 Index (IJH) | 0.0 | $211k | 1.5k | 144.22 | |
| Financial Select Sector SPDR (XLF) | 0.0 | $189k | 8.4k | 22.55 | |
| PowerShares Intl. Dividend Achiev. | 0.0 | $202k | 15k | 13.84 | |
| American Tower Reit (AMT) | 0.0 | $190k | 1.9k | 102.26 | |
| Eaton (ETN) | 0.0 | $186k | 3.0k | 62.48 | |
| Whitewave Foods | 0.0 | $188k | 4.6k | 40.60 | |
| MasterCard Incorporated (MA) | 0.0 | $170k | 1.8k | 94.94 | |
| U.S. Bancorp (USB) | 0.0 | $169k | 4.2k | 40.62 | |
| Moody's Corporation (MCO) | 0.0 | $135k | 1.4k | 96.43 | |
| T. Rowe Price (TROW) | 0.0 | $131k | 1.8k | 73.39 | |
| V.F. Corporation (VFC) | 0.0 | $177k | 2.7k | 64.79 | |
| Air Products & Chemicals (APD) | 0.0 | $176k | 1.2k | 144.26 | |
| Philip Morris International (PM) | 0.0 | $153k | 1.6k | 97.89 | |
| Qualcomm (QCOM) | 0.0 | $168k | 3.3k | 51.22 | |
| iShares MSCI EAFE Index Fund (EFA) | 0.0 | $177k | 3.1k | 57.06 | |
| Biogen Idec (BIIB) | 0.0 | $138k | 529.00 | 260.87 | |
| Starbucks Corporation (SBUX) | 0.0 | $176k | 3.0k | 59.57 | |
| Dover Corporation (DOV) | 0.0 | $131k | 2.0k | 64.41 | |
| SPDR Gold Trust (GLD) | 0.0 | $156k | 1.3k | 117.91 | |
| Humana (HUM) | 0.0 | $167k | 915.00 | 182.51 | |
| Intuit (INTU) | 0.0 | $169k | 1.6k | 104.00 | |
| Alliant Energy Corporation (LNT) | 0.0 | $164k | 2.2k | 74.44 | |
| Rockwell Automation (ROK) | 0.0 | $146k | 1.3k | 114.09 | |
| iShares Russell 1000 Growth Index (IWF) | 0.0 | $169k | 1.7k | 99.88 | |
| iShares Russell Midcap Index Fund (IWR) | 0.0 | $144k | 886.00 | 162.53 | |
| Vanguard Growth ETF (VUG) | 0.0 | $141k | 1.3k | 107.01 | |
| iShares Barclays 1-3 Year Cred Bd Fd ETF (IGSB) | 0.0 | $145k | 1.4k | 105.07 | |
| Vanguard REIT ETF (VNQ) | 0.0 | $137k | 1.6k | 83.79 | |
| Express Scripts Holding | 0.0 | $161k | 2.3k | 68.81 | |
| Duke Energy (DUK) | 0.0 | $137k | 1.7k | 80.40 | |
| Xenia Hotels & Resorts (XHR) | 0.0 | $170k | 11k | 15.64 | |
| Kraft Heinz (KHC) | 0.0 | $172k | 2.2k | 78.57 | |
| Bemis Company | 0.0 | $120k | 2.3k | 51.81 | |
| Valero Energy Corporation (VLO) | 0.0 | $93k | 1.4k | 64.32 | |
| Novartis (NVS) | 0.0 | $97k | 1.3k | 72.71 | |
| Nextera Energy (NEE) | 0.0 | $88k | 740.00 | 118.92 | |
| United Technologies Corporation | 0.0 | $111k | 1.1k | 100.36 | |
| UnitedHealth (UNH) | 0.0 | $87k | 671.00 | 129.60 | |
| Illinois Tool Works (ITW) | 0.0 | $118k | 1.1k | 102.79 | |
| ConAgra Foods (CAG) | 0.0 | $97k | 2.2k | 44.39 | |
| Oracle Corporation (ORCL) | 0.0 | $82k | 2.0k | 40.92 | |
| Church & Dwight (CHD) | 0.0 | $83k | 900.00 | 92.22 | |
| SPDR S&P MidCap 400 ETF (MDY) | 0.0 | $94k | 357.00 | 263.31 | |
| iShares Silver Trust (SLV) | 0.0 | $99k | 6.8k | 14.66 | |
| Nuveen Arizona Premium Income Mun (NAZ) | 0.0 | $80k | 5.0k | 16.00 | |
| Vanguard Scottsdale Fds vng rus2000idx (VTWO) | 0.0 | $78k | 880.00 | 88.64 | |
| Proshares Trust Ultrapro Short S&p500 etf | 0.0 | $121k | 4.2k | 29.02 | |
| Wec Energy Group (WEC) | 0.0 | $81k | 1.4k | 60.00 | |
| Paypal Holdings (PYPL) | 0.0 | $81k | 2.1k | 38.70 | |
| BP (BP) | 0.0 | $52k | 1.7k | 30.32 | |
| iShares MSCI Emerging Markets Indx (EEM) | 0.0 | $47k | 1.4k | 33.96 | |
| BlackRock | 0.0 | $30k | 87.00 | 344.83 | |
| Suntrust Banks Inc $1.00 Par Cmn | 0.0 | $47k | 1.3k | 35.91 | |
| FedEx Corporation (FDX) | 0.0 | $49k | 300.00 | 163.33 | |
| Republic Services (RSG) | 0.0 | $42k | 884.00 | 47.51 | |
| Eli Lilly & Co. (LLY) | 0.0 | $40k | 560.00 | 71.74 | |
| CBS Corporation | 0.0 | $54k | 985.00 | 54.82 | |
| Consolidated Edison (ED) | 0.0 | $51k | 665.00 | 76.69 | |
| Kohl's Corporation (KSS) | 0.0 | $31k | 664.00 | 46.69 | |
| McGraw-Hill Companies | 0.0 | $40k | 400.00 | 100.00 | |
| Adobe Systems Incorporated (ADBE) | 0.0 | $31k | 334.00 | 92.81 | |
| Dun & Bradstreet Corporation | 0.0 | $36k | 350.00 | 102.86 | |
| Molson Coors Brewing Company (TAP) | 0.0 | $36k | 360.00 | 100.00 | |
| Morgan Stanley (MS) | 0.0 | $31k | 1.2k | 25.22 | |
| Darden Restaurants (DRI) | 0.0 | $35k | 527.00 | 66.41 | |
| Emerson Electric (EMR) | 0.0 | $61k | 1.1k | 54.37 | |
| United Rentals (URI) | 0.0 | $26k | 407.00 | 64.17 | |
| JetBlue Airways Corporation (JBLU) | 0.0 | $27k | 1.3k | 20.95 | |
| Eastman Chemical Company (EMN) | 0.0 | $40k | 550.00 | 72.73 | |
| Rockwell Collins | 0.0 | $55k | 600.00 | 91.67 | |
| Yum! Brands (YUM) | 0.0 | $71k | 866.00 | 81.86 | |
| Integrated Device Technology | 0.0 | $45k | 2.2k | 20.55 | |
| Deere & Company (DE) | 0.0 | $60k | 782.00 | 76.73 | |
| Diageo (DEO) | 0.0 | $47k | 433.00 | 107.50 | |
| GlaxoSmithKline | 0.0 | $44k | 1.1k | 40.37 | |
| Macy's (M) | 0.0 | $62k | 1.4k | 44.32 | |
| NCR Corporation (VYX) | 0.0 | $31k | 1.1k | 29.20 | |
| Parker-Hannifin Corporation (PH) | 0.0 | $27k | 235.00 | 112.75 | |
| Praxair | 0.0 | $61k | 535.00 | 114.02 | |
| Royal Dutch Shell | 0.0 | $34k | 695.00 | 48.92 | |
| Texas Instruments Incorporated (TXN) | 0.0 | $29k | 509.00 | 56.48 | |
| Unilever | 0.0 | $39k | 877.00 | 44.47 | |
| American Electric Power Company (AEP) | 0.0 | $27k | 411.00 | 65.69 | |
| Ford Motor Company (F) | 0.0 | $38k | 2.8k | 13.65 | |
| Exelon Corporation (EXC) | 0.0 | $44k | 1.2k | 36.01 | |
| PG&E Corporation (PCG) | 0.0 | $48k | 807.00 | 59.48 | |
| Henry Schein (HSIC) | 0.0 | $36k | 210.00 | 171.43 | |
| EOG Resources (EOG) | 0.0 | $29k | 399.00 | 72.68 | |
| Novo Nordisk A/S (NVO) | 0.0 | $28k | 525.00 | 53.33 | |
| Prudential Financial (PRU) | 0.0 | $28k | 382.00 | 73.91 | |
| Visa (V) | 0.0 | $51k | 661.00 | 77.16 | |
| Vanguard Intermediate-Term Bond ETF (BIV) | 0.0 | $27k | 317.00 | 85.17 | |
| priceline.com Incorporated | 0.0 | $34k | 26.00 | 1307.69 | |
| Netflix (NFLX) | 0.0 | $26k | 250.00 | 104.00 | |
| salesforce (CRM) | 0.0 | $32k | 418.00 | 76.27 | |
| Stillwater Mining Company | 0.0 | $39k | 3.7k | 10.54 | |
| Ingersoll-rand Co Ltd-cl A | 0.0 | $37k | 600.00 | 61.67 | |
| Laclede | 0.0 | $31k | 460.00 | 67.39 | |
| MGE Energy (MGEE) | 0.0 | $68k | 1.3k | 51.91 | |
| Medical Properties Trust (MPW) | 0.0 | $32k | 2.4k | 13.33 | |
| Raymond James Financial (RJF) | 0.0 | $62k | 1.3k | 47.69 | |
| UGI Corporation (UGI) | 0.0 | $47k | 1.2k | 40.48 | |
| BorgWarner (BWA) | 0.0 | $32k | 836.00 | 38.28 | |
| Hain Celestial (HAIN) | 0.0 | $47k | 1.2k | 40.89 | |
| Badger Meter (BMI) | 0.0 | $43k | 650.00 | 66.15 | |
| Kansas City Southern | 0.0 | $30k | 338.00 | 90.00 | |
| McCormick & Company, Incorporated (MKC) | 0.0 | $30k | 300.00 | 100.00 | |
| Silicon Motion Technology (SIMO) | 0.0 | $50k | 1.3k | 39.00 | |
| Market Vectors Gold Miners ETF | 0.0 | $58k | 2.9k | 20.00 | |
| iShares S&P 100 Index (OEF) | 0.0 | $64k | 700.00 | 91.43 | |
| iShares Lehman Aggregate Bond (AGG) | 0.0 | $58k | 525.00 | 110.48 | |
| Oneok (OKE) | 0.0 | $45k | 1.5k | 30.00 | |
| ROYAL BK SCOTLAND Group Plc sp adr pref s | 0.0 | $50k | 2.0k | 25.00 | |
| iShares Dow Jones Select Dividend (DVY) | 0.0 | $32k | 390.00 | 82.05 | |
| PowerShares FTSE RAFI US 1000 | 0.0 | $35k | 402.00 | 87.06 | |
| Vanguard Value ETF (VTV) | 0.0 | $77k | 938.00 | 82.09 | |
| Vanguard Small-Cap ETF (VB) | 0.0 | $67k | 600.00 | 111.67 | |
| Barclays Bank Plc 8.125% Non C p | 0.0 | $28k | 1.1k | 26.44 | |
| Eaton Vance Enhanced Equity Incm. Fd. II (EOS) | 0.0 | $28k | 2.2k | 12.94 | |
| iShares Barclays TIPS Bond Fund (TIP) | 0.0 | $57k | 500.00 | 114.00 | |
| Vectren Corporation | 0.0 | $48k | 942.00 | 50.96 | |
| iShares S&P US Pref Stock Idx Fnd (PFF) | 0.0 | $49k | 1.3k | 38.70 | |
| SPDR Barclays Capital High Yield B | 0.0 | $30k | 886.00 | 33.86 | |
| Pembina Pipeline Corp (PBA) | 0.0 | $47k | 1.8k | 26.86 | |
| Natl Westminster Bk Plc Ser C 7.76% pref | 0.0 | $26k | 1.0k | 26.00 | |
| Hca Holdings (HCA) | 0.0 | $54k | 684.00 | 78.77 | |
| Hollyfrontier Corp | 0.0 | $36k | 1.0k | 35.36 | |
| Spdr Short-term High Yield mf (SJNK) | 0.0 | $26k | 1.0k | 26.00 | |
| Ingredion Incorporated (INGR) | 0.0 | $27k | 250.00 | 108.00 | |
| First Tr Exchange Traded Fd nasd tech div (TDIV) | 0.0 | $27k | 1.0k | 26.55 | |
| Zoetis Inc Cl A (ZTS) | 0.0 | $36k | 789.00 | 45.45 | |
| Market Vectors Junior Gold Min | 0.0 | $49k | 1.8k | 28.00 | |
| Vanguard S&p 500 Etf idx (VOO) | 0.0 | $69k | 368.00 | 187.50 | |
| Dbx Trackers db xtr msci eur (DBEU) | 0.0 | $71k | 2.9k | 24.62 | |
| Cdk Global Inc equities | 0.0 | $31k | 658.00 | 46.75 | |
| Advanced Drain Sys Inc Del (WMS) | 0.0 | $52k | 2.5k | 21.14 | |
| H & Q Healthcare Fund equities (HQH) | 0.0 | $64k | 2.7k | 24.13 | |
| Orbital Atk | 0.0 | $50k | 575.00 | 86.96 | |
| Vistaoutdoor (VSTO) | 0.0 | $60k | 1.2k | 52.17 | |
| Loews Corporation (L) | 0.0 | $9.0k | 240.00 | 37.50 | |
| Cit | 0.0 | $5.0k | 153.00 | 32.68 | |
| Time Warner Cable | 0.0 | $4.0k | 20.00 | 200.00 | |
| Vale (VALE) | 0.0 | $3.0k | 793.00 | 3.78 | |
| Time Warner | 0.0 | $14k | 187.00 | 74.87 | |
| Hartford Financial Services (HIG) | 0.0 | $2.0k | 46.00 | 43.48 | |
| Charles Schwab Corporation (SCHW) | 0.0 | $18k | 637.00 | 28.26 | |
| Starwood Property Trust (STWD) | 0.0 | $19k | 1.0k | 19.00 | |
| State Street Corporation (STT) | 0.0 | $5.0k | 92.00 | 54.35 | |
| Fidelity National Information Services (FIS) | 0.0 | $8.0k | 127.00 | 62.99 | |
| Bank of New York Mellon Corporation (BK) | 0.0 | $4.0k | 112.00 | 35.71 | |
| Lincoln National Corporation (LNC) | 0.0 | $4.0k | 93.00 | 43.01 | |
| Discover Financial Services | 0.0 | $18k | 360.00 | 50.00 | |
| Northern Trust Corporation (NTRS) | 0.0 | $10k | 160.00 | 62.50 | |
| Affiliated Managers (AMG) | 0.0 | $6.0k | 37.00 | 162.16 | |
| AutoNation (AN) | 0.0 | $5.0k | 116.00 | 43.10 | |
| Caterpillar (CAT) | 0.0 | $8.0k | 100.00 | 80.00 | |
| CSX Corporation (CSX) | 0.0 | $20k | 800.00 | 25.00 | |
| Devon Energy Corporation (DVN) | 0.0 | $1.0k | 50.00 | 20.00 | |
| IAC/InterActive | 0.0 | $6.0k | 117.00 | 51.28 | |
| Waste Management (WM) | 0.0 | $24k | 411.00 | 58.39 | |
| Tractor Supply Company (TSCO) | 0.0 | $25k | 273.00 | 91.58 | |
| Teva Pharmaceutical Industries (TEVA) | 0.0 | $5.0k | 90.00 | 55.56 | |
| Ameren Corporation (AEE) | 0.0 | $5.0k | 100.00 | 50.00 | |
| Dominion Resources (D) | 0.0 | $7.0k | 90.00 | 77.78 | |
| Scholastic Corporation (SCHL) | 0.0 | $6.0k | 171.00 | 35.09 | |
| Apache Corporation | 0.0 | $3.0k | 65.00 | 46.15 | |
| Bed Bath & Beyond | 0.0 | $2.0k | 45.00 | 44.44 | |
| Cerner Corporation | 0.0 | $16k | 304.00 | 52.63 | |
| Edwards Lifesciences (EW) | 0.0 | $19k | 218.00 | 87.16 | |
| Federated Investors (FHI) | 0.0 | $5.0k | 177.00 | 28.25 | |
| Hillenbrand (HI) | 0.0 | $5.0k | 173.00 | 28.90 | |
| Hologic (HOLX) | 0.0 | $18k | 500.00 | 36.00 | |
| Host Hotels & Resorts (HST) | 0.0 | $8.0k | 500.00 | 16.00 | |
| IDEXX Laboratories (IDXX) | 0.0 | $6.0k | 82.00 | 73.17 | |
| Mattel (MAT) | 0.0 | $4.0k | 132.00 | 30.30 | |
| Mercury General Corporation (MCY) | 0.0 | $6.0k | 103.00 | 58.25 | |
| Microchip Technology (MCHP) | 0.0 | $6.0k | 116.00 | 51.72 | |
| Northrop Grumman Corporation (NOC) | 0.0 | $18k | 90.00 | 200.00 | |
| Paychex (PAYX) | 0.0 | $11k | 199.00 | 55.28 | |
| Polaris Industries (PII) | 0.0 | $22k | 221.00 | 99.55 | |
| Reynolds American | 0.0 | $12k | 232.00 | 51.72 | |
| Rollins (ROL) | 0.0 | $18k | 675.00 | 26.67 | |
| Ryder System (R) | 0.0 | $18k | 290.00 | 63.16 | |
| Sealed Air (SEE) | 0.0 | $7.0k | 140.00 | 50.00 | |
| Snap-on Incorporated (SNA) | 0.0 | $10k | 61.00 | 163.93 | |
| Steelcase (SCS) | 0.0 | $7.0k | 448.00 | 15.62 | |
| SYSCO Corporation (SYY) | 0.0 | $14k | 300.00 | 46.67 | |
| Sherwin-Williams Company (SHW) | 0.0 | $10k | 35.00 | 285.71 | |
| AFLAC Incorporated (AFL) | 0.0 | $12k | 190.00 | 63.16 | |
| Franklin Electric (FELE) | 0.0 | $6.0k | 183.00 | 32.79 | |
| Ross Stores (ROST) | 0.0 | $10k | 170.00 | 58.82 | |
| C.R. Bard | 0.0 | $6.0k | 31.00 | 193.55 | |
| Akamai Technologies (AKAM) | 0.0 | $7.0k | 125.00 | 56.00 | |
| Electronic Arts (EA) | 0.0 | $8.0k | 115.00 | 69.57 | |
| Newell Rubbermaid (NWL) | 0.0 | $18k | 400.00 | 45.00 | |
| Hanesbrands (HBI) | 0.0 | $7.0k | 236.00 | 29.66 | |
| Analog Devices (ADI) | 0.0 | $10k | 165.00 | 60.61 | |
| AmerisourceBergen (COR) | 0.0 | $18k | 204.00 | 88.24 | |
| Foot Locker | 0.0 | $2.0k | 35.00 | 57.14 | |
| Xilinx | 0.0 | $5.0k | 98.00 | 51.02 | |
| Intersil Corporation | 0.0 | $7.0k | 554.00 | 12.64 | |
| Manitowoc Company | 0.0 | $6.0k | 1.3k | 4.62 | |
| Crane | 0.0 | $8.0k | 151.00 | 52.98 | |
| CenturyLink | 0.0 | $13k | 403.00 | 32.26 | |
| Kroger (KR) | 0.0 | $14k | 376.00 | 37.23 | |
| Aetna | 0.0 | $14k | 124.00 | 112.90 | |
| PerkinElmer (RVTY) | 0.0 | $5.0k | 111.00 | 45.05 | |
| Avnet (AVT) | 0.0 | $18k | 404.00 | 44.55 | |
| Lockheed Martin Corporation (LMT) | 0.0 | $22k | 100.00 | 220.00 | |
| Mentor Graphics Corporation | 0.0 | $6.0k | 301.00 | 19.93 | |
| Baker Hughes Incorporated | 0.0 | $11k | 251.00 | 43.82 | |
| BB&T Corporation | 0.0 | $5.0k | 163.00 | 30.67 | |
| Fluor Corporation (FLR) | 0.0 | $9.0k | 159.00 | 56.60 | |
| Halliburton Company (HAL) | 0.0 | $7.0k | 200.00 | 35.00 | |
| Intuitive Surgical (ISRG) | 0.0 | $18k | 30.00 | 600.00 | |
| Marsh & McLennan Companies (MMC) | 0.0 | $9.0k | 142.00 | 63.38 | |
| Maxim Integrated Products | 0.0 | $4.0k | 100.00 | 40.00 | |
| Stryker Corporation (SYK) | 0.0 | $4.0k | 38.00 | 105.26 | |
| Gap (GAP) | 0.0 | $7.0k | 225.00 | 31.11 | |
| Agilent Technologies Inc C ommon (A) | 0.0 | $6.0k | 146.00 | 41.10 | |
| Canadian Pacific Railway | 0.0 | $7.0k | 53.00 | 132.08 | |
| Linear Technology Corporation | 0.0 | $15k | 326.00 | 46.01 | |
| Total (TTE) | 0.0 | $3.0k | 65.00 | 46.15 | |
| Freeport-McMoRan Copper & Gold (FCX) | 0.0 | $3.0k | 323.00 | 9.29 | |
| Harman International Industries | 0.0 | $999.960000 | 12.00 | 83.33 | |
| Whole Foods Market | 0.0 | $9.0k | 300.00 | 30.00 | |
| General Dynamics Corporation (GD) | 0.0 | $12k | 91.00 | 131.87 | |
| Cintas Corporation (CTAS) | 0.0 | $11k | 118.00 | 93.22 | |
| Manpower (MAN) | 0.0 | $8.0k | 100.00 | 80.00 | |
| Clorox Company (CLX) | 0.0 | $12k | 93.00 | 129.03 | |
| Tupperware Brands Corporation | 0.0 | $25k | 426.00 | 58.69 | |
| Hospitality Properties Trust | 0.0 | $2.0k | 90.00 | 22.22 | |
| Hershey Company (HSY) | 0.0 | $6.0k | 64.00 | 93.75 | |
| Kellogg Company (K) | 0.0 | $9.0k | 120.00 | 75.00 | |
| FactSet Research Systems (FDS) | 0.0 | $9.0k | 62.00 | 145.16 | |
| Advance Auto Parts (AAP) | 0.0 | $10k | 61.00 | 163.93 | |
| Discovery Communications | 0.0 | $10k | 379.00 | 26.39 | |
| Omni (OMC) | 0.0 | $14k | 170.00 | 82.35 | |
| Discovery Communications | 0.0 | $999.920000 | 29.00 | 34.48 | |
| Dr Pepper Snapple | 0.0 | $10k | 110.00 | 90.91 | |
| Westar Energy | 0.0 | $8.0k | 170.00 | 47.06 | |
| Bce (BCE) | 0.0 | $22k | 477.00 | 46.12 | |
| Frontier Communications | 0.0 | $2.0k | 326.00 | 6.13 | |
| PPL Corporation (PPL) | 0.0 | $6.0k | 152.00 | 39.47 | |
| Robert Half International (RHI) | 0.0 | $17k | 342.00 | 49.30 | |
| Vanguard Short-Term Bond ETF (BSV) | 0.0 | $24k | 293.00 | 81.91 | |
| Marathon Oil Corporation (MRO) | 0.0 | $0 | 10.00 | 0.00 | |
| Constellation Brands (STZ) | 0.0 | $22k | 137.00 | 162.16 | |
| Zimmer Holdings (ZBH) | 0.0 | $4.0k | 38.00 | 105.26 | |
| NVR (NVR) | 0.0 | $7.0k | 4.00 | 1750.00 | |
| Hertz Global Holdings | 0.0 | $2.0k | 149.00 | 13.42 | |
| Amphenol Corporation (APH) | 0.0 | $14k | 230.00 | 62.50 | |
| Energy Select Sector SPDR (XLE) | 0.0 | $16k | 253.00 | 63.24 | |
| Micron Technology (MU) | 0.0 | $11k | 1.1k | 10.00 | |
| SBA Communications Corporation | 0.0 | $9.0k | 87.00 | 103.45 | |
| Tenne | 0.0 | $10k | 200.00 | 50.00 | |
| Invesco (IVZ) | 0.0 | $3.0k | 92.00 | 32.61 | |
| Mead Johnson Nutrition | 0.0 | $999.960000 | 13.00 | 76.92 | |
| Illumina (ILMN) | 0.0 | $2.0k | 14.00 | 142.86 | |
| Under Armour (UAA) | 0.0 | $24k | 280.00 | 85.71 | |
| Eaton Vance | 0.0 | $7.0k | 219.00 | 31.96 | |
| DineEquity (DIN) | 0.0 | $3.0k | 31.00 | 96.77 | |
| Key (KEY) | 0.0 | $6.0k | 510.00 | 11.76 | |
| Seagate Technology Com Stk | 0.0 | $4.0k | 113.00 | 35.40 | |
| Tutor Perini Corporation (TPC) | 0.0 | $3.0k | 192.00 | 15.62 | |
| Community Health Systems (CYH) | 0.0 | $7.0k | 374.00 | 18.72 | |
| DSW | 0.0 | $6.0k | 200.00 | 30.00 | |
| Lam Research Corporation | 0.0 | $8.0k | 99.00 | 80.81 | |
| Littelfuse (LFUS) | 0.0 | $8.0k | 65.00 | 123.08 | |
| Oshkosh Corporation (OSK) | 0.0 | $3.0k | 77.00 | 38.96 | |
| BHP Billiton (BHP) | 0.0 | $10k | 400.00 | 25.00 | |
| Chipotle Mexican Grill (CMG) | 0.0 | $3.0k | 7.00 | 428.57 | |
| CenterPoint Energy (CNP) | 0.0 | $17k | 792.00 | 22.03 | |
| Dorman Products (DORM) | 0.0 | $7.0k | 133.00 | 52.63 | |
| DiamondRock Hospitality Company (DRH) | 0.0 | $2.0k | 200.00 | 10.00 | |
| Southwest Airlines (LUV) | 0.0 | $20k | 457.00 | 43.76 | |
| Middleby Corporation (MIDD) | 0.0 | $12k | 114.00 | 105.26 | |
| New Jersey Resources Corporation (NJR) | 0.0 | $22k | 600.00 | 36.67 | |
| SCANA Corporation | 0.0 | $4.0k | 55.00 | 72.73 | |
| Super Micro Computer | 0.0 | $10k | 308.00 | 32.47 | |
| Teleflex Incorporated (TFX) | 0.0 | $11k | 68.00 | 161.76 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.0 | $10k | 52.00 | 192.31 | |
| Abb (ABBNY) | 0.0 | $3.0k | 160.00 | 18.75 | |
| Alexion Pharmaceuticals | 0.0 | $19k | 138.00 | 137.68 | |
| Calavo Growers (CVGW) | 0.0 | $12k | 209.00 | 57.42 | |
| Energy Transfer Partners | 0.0 | $8.0k | 262.00 | 30.53 | |
| Cheniere Energy (LNG) | 0.0 | $4.0k | 110.00 | 36.36 | |
| SanDisk Corporation | 0.0 | $11k | 149.00 | 73.83 | |
| Skyworks Solutions (SWKS) | 0.0 | $8.0k | 98.00 | 81.63 | |
| Sunoco Logistics Partners | 0.0 | $9.0k | 375.00 | 24.00 | |
| Unilever (UL) | 0.0 | $3.0k | 70.00 | 42.86 | |
| Wabtec Corporation (WAB) | 0.0 | $24k | 283.00 | 83.33 | |
| A. O. Smith Corporation (AOS) | 0.0 | $11k | 150.00 | 73.33 | |
| Buffalo Wild Wings | 0.0 | $10k | 67.00 | 149.25 | |
| CHECK POINT SOFTWARE Technolog Com Stk (CHKP) | 0.0 | $10k | 113.00 | 88.50 | |
| Corrections Corporation of America | 0.0 | $14k | 443.00 | 31.60 | |
| F5 Networks (FFIV) | 0.0 | $999.960000 | 12.00 | 83.33 | |
| Gentex Corporation (GNTX) | 0.0 | $11k | 692.00 | 15.90 | |
| IBERIABANK Corporation | 0.0 | $7.0k | 135.00 | 51.85 | |
| National Fuel Gas (NFG) | 0.0 | $15k | 300.00 | 50.00 | |
| Nice Systems (NICE) | 0.0 | $7.0k | 105.00 | 66.67 | |
| Tech Data Corporation | 0.0 | $15k | 196.00 | 76.53 | |
| Smith & Wesson Holding Corporation | 0.0 | $8.0k | 300.00 | 26.67 | |
| Alcatel-Lucent | 0.0 | $0 | 75.00 | 0.00 | |
| Rbc Cad (RY) | 0.0 | $1.0k | 10.00 | 100.00 | |
| Senior Housing Properties Trust | 0.0 | $9.0k | 500.00 | 18.00 | |
| Bank Of Montreal Cadcom (BMO) | 0.0 | $5.0k | 85.00 | 58.82 | |
| iShares Gold Trust | 0.0 | $12k | 1.0k | 12.00 | |
| L.B. Foster Company (FSTR) | 0.0 | $3.0k | 153.00 | 19.61 | |
| Prospect Capital Corporation (PSEC) | 0.0 | $8.0k | 1.1k | 7.09 | |
| Materials SPDR (XLB) | 0.0 | $2.0k | 44.00 | 45.45 | |
| FEI Company | 0.0 | $8.0k | 86.00 | 93.02 | |
| Mednax (MD) | 0.0 | $3.0k | 45.00 | 66.67 | |
| Blackrock Kelso Capital | 0.0 | $20k | 2.2k | 9.27 | |
| Hyatt Hotels Corporation (H) | 0.0 | $5.0k | 100.00 | 50.00 | |
| B&G Foods (BGS) | 0.0 | $6.0k | 174.00 | 34.48 | |
| Manulife Finl Corp (MFC) | 0.0 | $18k | 1.3k | 14.29 | |
| American Water Works (AWK) | 0.0 | $10k | 144.00 | 69.44 | |
| First Acceptance Corporation (FACO) | 0.0 | $0 | 75.00 | 0.00 | |
| iShares Russell Midcap Value Index (IWS) | 0.0 | $6.0k | 89.00 | 67.42 | |
| Pinnacle West Capital Corporation (PNW) | 0.0 | $7.0k | 95.00 | 73.68 | |
| Silver Wheaton Corp | 0.0 | $2.0k | 100.00 | 20.00 | |
| Dollar General (DG) | 0.0 | $9.0k | 100.00 | 90.00 | |
| iShares iBoxx $ High Yid Corp Bond (HYG) | 0.0 | $11k | 136.00 | 80.88 | |
| Tanzanian Royalty Expl Corp | 0.0 | $990.000000 | 3.0k | 0.33 | |
| Xl Group | 0.0 | $17k | 463.00 | 36.72 | |
| Nxp Semiconductors N V (NXPI) | 0.0 | $24k | 293.00 | 81.91 | |
| QEP Resources | 0.0 | $11k | 800.00 | 13.75 | |
| WisdomTree Emerging Mkts Small Cp Div (DGS) | 0.0 | $0 | 1.00 | 0.00 | |
| Whitestone REIT (WSR) | 0.0 | $999.780000 | 114.00 | 8.77 | |
| Fortinet (FTNT) | 0.0 | $5.0k | 172.00 | 29.07 | |
| Vanguard Small-Cap Growth ETF (VBK) | 0.0 | $3.0k | 25.00 | 120.00 | |
| Calamos Strategic Total Return Fund (CSQ) | 0.0 | $15k | 1.6k | 9.25 | |
| Cohen & Steers Quality Income Realty (RQI) | 0.0 | $19k | 1.5k | 12.42 | |
| Eaton Vance Tax Managed Buy Write Opport (ETV) | 0.0 | $16k | 1.1k | 14.84 | |
| First Interstate Bancsystem (FIBK) | 0.0 | $25k | 900.00 | 27.78 | |
| Flaherty & Crumrine/Claymore Preferred S (FFC) | 0.0 | $11k | 535.00 | 20.56 | |
| Hldgs (UAL) | 0.0 | $18k | 300.00 | 60.00 | |
| iShares Barclays Inter Crd Bd Fund ETF) (IGIB) | 0.0 | $25k | 227.00 | 110.13 | |
| iShares Lehman MBS Bond Fund (MBB) | 0.0 | $15k | 138.00 | 108.70 | |
| FleetCor Technologies | 0.0 | $5.0k | 31.00 | 161.29 | |
| Fresh Market | 0.0 | $2.0k | 85.00 | 23.53 | |
| Vanguard Long-Term Bond ETF (BLV) | 0.0 | $12k | 129.00 | 93.02 | |
| Pure Cycle Corporation (PCYO) | 0.0 | $16k | 3.6k | 4.44 | |
| BlackRock Corporate High Yield Fund VI (HYT) | 0.0 | $21k | 2.2k | 9.76 | |
| iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) | 0.0 | $8.0k | 74.00 | 108.11 | |
| Vanguard Mid-Cap Growth ETF (VOT) | 0.0 | $5.0k | 46.00 | 108.70 | |
| First Trust Dow Jones Sel.MicroCap (FDM) | 0.0 | $3.0k | 100.00 | 30.00 | |
| iShares Dow Jones US Technology (IYW) | 0.0 | $15k | 139.00 | 107.91 | |
| iShares Morningstar Small Value (ISCV) | 0.0 | $6.0k | 52.00 | 115.38 | |
| iShares MSCI ACWI ex US Index Fund (ACWX) | 0.0 | $3.0k | 72.00 | 41.67 | |
| iShares S&P/Citi Intl Treasury Bond (IGOV) | 0.0 | $9.0k | 93.00 | 96.77 | |
| Tortoise Energy Infrastructure | 0.0 | $11k | 445.00 | 24.72 | |
| C&F Financial Corporation (CFFI) | 0.0 | $20k | 531.00 | 37.66 | |
| Eaton Vance Tax-Managed Global Buy-Write (ETW) | 0.0 | $11k | 1.1k | 10.15 | |
| PowerShares S&P 500 Hgh Qlty Prtfl | 0.0 | $12k | 506.00 | 23.72 | |
| ProShares Short 20+ Year Treasury ETF (TBF) | 0.0 | $21k | 922.00 | 22.78 | |
| SPDR S&P Pharmaceuticals (XPH) | 0.0 | $14k | 350.00 | 40.00 | |
| BLACKROCK INTL GRWTH & INC T COM Bene Inter (BGY) | 0.0 | $13k | 2.2k | 6.05 | |
| Eaton V.Tax-Advantaged Dividend Inc Fund (EVT) | 0.0 | $20k | 1.0k | 19.12 | |
| Rydex S&P Equal Weight Consumer Dis ETF | 0.0 | $15k | 170.00 | 88.24 | |
| Schwab Emerging Markets Equity ETF (SCHE) | 0.0 | $4.0k | 194.00 | 20.62 | |
| Schwab International Equity ETF (SCHF) | 0.0 | $10k | 373.00 | 26.81 | |
| Rydex S&P Equal Weight Health Care | 0.0 | $17k | 121.00 | 140.50 | |
| Exd - Eaton Vance Tax-advant | 0.0 | $14k | 1.1k | 12.69 | |
| Barclays Bk Plc s^p 500 veqtor | 0.0 | $11k | 75.00 | 146.67 | |
| Rydex Etf Trust consumr staple | 0.0 | $17k | 139.00 | 122.30 | |
| Schwab Strategic Tr cmn (SCHV) | 0.0 | $8.0k | 189.00 | 42.33 | |
| Schwab U S Large Cap Growth ETF (SCHG) | 0.0 | $6.0k | 123.00 | 48.78 | |
| Huntington Ingalls Inds (HII) | 0.0 | $2.0k | 13.00 | 153.85 | |
| Te Connectivity Ltd for | 0.0 | $7.0k | 115.00 | 60.87 | |
| Kinder Morgan (KMI) | 0.0 | $14k | 786.00 | 17.81 | |
| Advisorshares Tr peritus hg yld | 0.0 | $2.0k | 60.00 | 33.33 | |
| Stone Hbr Emerg Mrkts (EDF) | 0.0 | $14k | 1.1k | 12.61 | |
| Citigroup (C) | 0.0 | $12k | 276.00 | 43.48 | |
| Linkedin Corp | 0.0 | $5.0k | 43.00 | 116.28 | |
| Amc Networks Inc Cl A (AMCX) | 0.0 | $2.0k | 28.00 | 71.43 | |
| Wendy's/arby's Group (WEN) | 0.0 | $999.600000 | 105.00 | 9.52 | |
| Umh Mobile Homes 8.25% Pfd A p | 0.0 | $9.0k | 335.00 | 26.87 | |
| Blackrock Res & Commodities Strategy Tr (BCX) | 0.0 | $7.0k | 1.0k | 6.74 | |
| Marathon Petroleum Corp (MPC) | 0.0 | $7.0k | 196.00 | 35.71 | |
| Pandora Media | 0.0 | $1.0k | 79.00 | 12.66 | |
| Pvh Corporation (PVH) | 0.0 | $4.0k | 39.00 | 102.56 | |
| Cys Investments | 0.0 | $11k | 1.3k | 8.46 | |
| Cbre Group Inc Cl A (CBRE) | 0.0 | $14k | 446.00 | 30.70 | |
| Ishares Tr fltg rate nt (FLOT) | 0.0 | $18k | 350.00 | 51.43 | |
| Suncoke Energy (SXC) | 0.0 | $2.0k | 371.00 | 5.39 | |
| FIRST TR EXCHANGE Traded Fd auto index (CARZ) | 0.0 | $2.0k | 53.00 | 37.74 | |
| Tripadvisor (TRIP) | 0.0 | $11k | 164.00 | 67.07 | |
| Groupon | 0.0 | $24k | 5.9k | 4.04 | |
| Invensense | 0.0 | $4.0k | 427.00 | 9.37 | |
| Delphi Automotive | 0.0 | $8.0k | 104.00 | 76.92 | |
| Michael Kors Holdings | 0.0 | $7.0k | 117.00 | 59.83 | |
| Flexshares Tr iboxx 3r targt (TDTT) | 0.0 | $18k | 720.00 | 25.00 | |
| Doubleline Opportunistic Cr (DBL) | 0.0 | $15k | 547.00 | 27.42 | |
| Phillips 66 (PSX) | 0.0 | $20k | 233.00 | 85.84 | |
| Pimco Dynamic Incm Fund (PDI) | 0.0 | $15k | 581.00 | 25.82 | |
| stock | 0.0 | $11k | 233.00 | 47.21 | |
| Clearbridge Energy M | 0.0 | $6.0k | 530.00 | 11.32 | |
| Wp Carey (WPC) | 0.0 | $19k | 305.00 | 62.30 | |
| Proshares Ultrashort 20+y Tr etf (TBT) | 0.0 | $2.0k | 50.00 | 40.00 | |
| First Tr Exchange Traded Fd multi asset di (MDIV) | 0.0 | $10k | 520.00 | 19.23 | |
| Alps Etf sectr div dogs (SDOG) | 0.0 | $0 | 1.00 | 0.00 | |
| Epr Properties (EPR) | 0.0 | $7.0k | 100.00 | 70.00 | |
| Workday Inc cl a (WDAY) | 0.0 | $15k | 247.00 | 62.50 | |
| Powershares S&p 500 | 0.0 | $19k | 511.00 | 37.18 | |
| Allianzgi Conv & Inc Fd taxable cef | 0.0 | $6.0k | 1.2k | 5.19 | |
| Allianzgi Nfj Divid Int Prem S cefs | 0.0 | $17k | 1.4k | 12.57 | |
| Blackrock Multi-sector Incom other (BIT) | 0.0 | $25k | 1.6k | 15.73 | |
| Liberty Global Inc C | 0.0 | $21k | 570.00 | 36.84 | |
| Sunedison | 0.0 | $0 | 200.00 | 0.00 | |
| Doubleline Income Solutions (DSL) | 0.0 | $19k | 1.1k | 16.62 | |
| News Corp Class B cos (NWS) | 0.0 | $1.0k | 72.00 | 13.89 | |
| Fox News | 0.0 | $16k | 555.00 | 28.83 | |
| Physicians Realty Trust | 0.0 | $16k | 852.00 | 18.78 | |
| Intercontinental Exchange (ICE) | 0.0 | $8.0k | 36.00 | 222.22 | |
| Allegion Plc equity (ALLE) | 0.0 | $13k | 200.00 | 65.00 | |
| Catchmark Timber Tr Inc cl a | 0.0 | $5.0k | 419.00 | 11.93 | |
| Eastman Kodak (KODK) | 0.0 | $1.0k | 92.00 | 10.87 | |
| Vodafone Group New Adr F (VOD) | 0.0 | $15k | 465.00 | 32.26 | |
| One Gas (OGS) | 0.0 | $23k | 375.00 | 61.33 | |
| Pentair cs (PNR) | 0.0 | $18k | 335.00 | 53.73 | |
| Grubhub | 0.0 | $3.0k | 116.00 | 25.86 | |
| New Residential Investment (RITM) | 0.0 | $12k | 1.0k | 12.00 | |
| Halyard Health | 0.0 | $4.0k | 150.00 | 26.67 | |
| Keysight Technologies (KEYS) | 0.0 | $1.0k | 44.00 | 22.73 | |
| Anthem (ELV) | 0.0 | $4.0k | 26.00 | 153.85 | |
| California Resources | 0.0 | $0 | 207.00 | 0.00 | |
| Powershares Act Mang Comm Fd db opt yld div | 0.0 | $4.0k | 250.00 | 16.00 | |
| Williams Partners | 0.0 | $5.0k | 264.00 | 18.94 | |
| Eversource Energy (ES) | 0.0 | $7.0k | 128.00 | 54.69 | |
| Monster Beverage Corp (MNST) | 0.0 | $25k | 186.00 | 134.41 | |
| Etsy (ETSY) | 0.0 | $9.0k | 1.0k | 9.00 | |
| Energizer Holdings (ENR) | 0.0 | $2.0k | 58.00 | 34.48 | |
| Edgewell Pers Care (EPC) | 0.0 | $5.0k | 58.00 | 86.21 | |
| Chemours (CC) | 0.0 | $6.0k | 900.00 | 6.67 | |
| Cushing Mlp Total Return Fd Com New cef | 0.0 | $6.0k | 580.00 | 10.34 | |
| Pjt Partners (PJT) | 0.0 | $1.3k | 49.00 | 27.03 | |
| Hp (HPQ) | 0.0 | $13k | 1.1k | 11.73 | |
| Hewlett Packard Enterprise (HPE) | 0.0 | $12k | 700.00 | 16.67 | |
| Hubbell (HUBB) | 0.0 | $6.0k | 56.00 | 107.14 | |
| Four Corners Ppty Tr (FCPT) | 0.0 | $999.750000 | 75.00 | 13.33 |