|
General Mny Mkt Fund money market
|
9.0 |
$45M |
|
45M |
1.00 |
|
Cohen & Steers REIT/P
(RNP)
|
4.5 |
$22M |
|
1.2M |
18.99 |
|
Oppenheimer Senior Floating Ra
|
3.6 |
$18M |
|
2.2M |
8.09 |
|
Cbre Clarion Global Real Estat re
(IGR)
|
3.4 |
$17M |
|
1.9M |
8.99 |
|
Alpine Global Premier Properties Fund
|
3.4 |
$17M |
|
2.3M |
7.21 |
|
First Tr Inter Duration Pfd & Income
(FPF)
|
3.0 |
$15M |
|
668k |
22.71 |
|
Cohen & Steers infrastucture Fund
(UTF)
|
2.9 |
$15M |
|
640k |
22.72 |
|
Nuveen Multi-Strategy Income & Growth
(JPC)
|
2.7 |
$13M |
|
1.4M |
9.56 |
|
Doubleline Income Solutions
(DSL)
|
2.6 |
$13M |
|
663k |
19.90 |
|
Cohen & Steers Quality Income Realty
(RQI)
|
2.6 |
$13M |
|
1.1M |
12.19 |
|
Energy Transfer Partners
|
2.4 |
$12M |
|
185k |
65.00 |
|
Nuveen Munpl Markt Opp Fund
|
2.2 |
$11M |
|
800k |
13.63 |
|
Kinder Morgan
(KMI)
|
2.2 |
$11M |
|
256k |
42.31 |
|
KKR & Co
|
2.1 |
$11M |
|
450k |
23.21 |
|
Nuveen Div. Advantage Muni. Fund
(NAD)
|
2.0 |
$10M |
|
707k |
14.33 |
|
Teekay Lng Partners
|
1.9 |
$9.7M |
|
224k |
43.00 |
|
Triangle Capital Corporation
|
1.6 |
$8.1M |
|
399k |
20.29 |
|
Golar Lng Partners Lp unit
|
1.6 |
$7.9M |
|
254k |
31.15 |
|
Nuveen Quality Income Municipal Fund
|
1.5 |
$7.6M |
|
546k |
13.97 |
|
BP Prudhoe Bay Royalty Trust
(BPPTU)
|
1.5 |
$7.5M |
|
112k |
67.64 |
|
Nuveen Municipal Advantage Fund
|
1.5 |
$7.6M |
|
554k |
13.66 |
|
Medical Properties Trust
(MPW)
|
1.5 |
$7.4M |
|
540k |
13.78 |
|
Ares Capital Corporation
(ARCC)
|
1.5 |
$7.3M |
|
469k |
15.60 |
|
Starwood Property Trust
(STWD)
|
1.4 |
$6.7M |
|
289k |
23.24 |
|
New York Community Ban
|
1.2 |
$6.2M |
|
388k |
16.00 |
|
Hugoton Royalty Trust
(HGTXU)
|
1.2 |
$6.0M |
|
705k |
8.46 |
|
Red River Tx Hlth Fac 8.10% municipal bond
|
1.2 |
$5.9M |
|
5.9M |
1.01 |
|
Voya Global Eq Div & Pr Opp
(IGD)
|
1.2 |
$5.8M |
|
697k |
8.32 |
|
Calamos Global Dynamic Income Fund
(CHW)
|
1.1 |
$5.5M |
|
599k |
9.23 |
|
Administrators Of The Tulane Edl Fd 5.25% municipal bond
|
1.1 |
$5.4M |
|
5.1M |
1.06 |
|
Exxon Mobil Corporation
(XOM)
|
1.1 |
$5.3M |
|
58k |
92.45 |
|
La Paz Cnty Az Indl Dev Auth 7.00% municipal bond
|
1.0 |
$5.2M |
|
5.2M |
1.00 |
|
Capital Tr Agy Fla Rev 1st Mtg 8.25% municipal bond
|
1.0 |
$5.2M |
|
4.8M |
1.07 |
|
Nuveen Insured Tax-Free Adv Munici
(NEA)
|
1.0 |
$5.1M |
|
369k |
13.82 |
|
Riverhead Ny Ida Econ Job Dev 7.65% municipal bond
|
1.0 |
$5.1M |
|
5.0M |
1.03 |
|
Prospect Capital Corporation
(PSEC)
|
0.9 |
$4.5M |
|
551k |
8.26 |
|
Calamos Strategic Total Return Fund
(CSQ)
|
0.9 |
$4.4M |
|
386k |
11.44 |
|
Alabama St Port Auth Docsk Fac 4.50% municipal bond
|
0.9 |
$4.4M |
|
4.4M |
1.01 |
|
Pima Cnty Az Indl Dev Auth Edu 6.62% municipal bond
|
0.9 |
$4.3M |
|
4.6M |
0.94 |
|
TICC Capital
|
0.8 |
$4.0M |
|
528k |
7.53 |
|
Dallas Ft Worth Tx Intl Arpt 4.12% municipal bond
|
0.8 |
$3.8M |
|
3.7M |
1.02 |
|
Red River Tx Hlth Fac Dev Corp 7.25% municipal bond
|
0.8 |
$3.7M |
|
3.6M |
1.03 |
|
Texas Instruments Incorporated
(TXN)
|
0.6 |
$3.2M |
|
59k |
53.46 |
|
Permian Basin Royalty Trust
(PBT)
|
0.6 |
$3.2M |
|
331k |
9.55 |
|
Texas St Transprtn Comm Trnpke Sys 4.00% municipal bond
|
0.6 |
$3.0M |
|
3.0M |
1.01 |
|
Nuveen PA Investnt Quality Municipal
(NQP)
|
0.6 |
$2.9M |
|
213k |
13.73 |
|
Illinois Fin Auth 4.75% municipal bond
|
0.6 |
$2.7M |
|
2.7M |
1.02 |
|
Fannin Cnty Tx Public Fac Corp 7.00% municipal bond
|
0.5 |
$2.7M |
|
2.5M |
1.06 |
|
University Cent Fl Ctfs Partn Tax 5.37% municipal bond
|
0.5 |
$2.5M |
|
2.5M |
1.00 |
|
Ohio Cnty W Va Cnty 7.50% municipal bond
|
0.5 |
$2.2M |
|
2.1M |
1.09 |
|
Tortoise Energy Infrastructure
|
0.4 |
$2.2M |
|
51k |
43.76 |
|
Irving Tx Hotel Occupancy Tax 7.00% municipal bond
|
0.4 |
$2.1M |
|
1.9M |
1.08 |
|
Lower Colo Riv Auth Tex Trnsmssn Cntrct 4.00% municipal bond
|
0.4 |
$2.0M |
|
2.0M |
1.03 |
|
Washington St Hsg Fin Com Nonpft 5.62% municipal bond
|
0.4 |
$2.0M |
|
2.0M |
1.01 |
|
Pima Cnty Az Indl Dev Auth Edu 7.12% municipal bond
|
0.4 |
$2.0M |
|
2.0M |
1.01 |
|
Hudson Cnty Nj Impt Auth 5.63% municipal bond
|
0.4 |
$1.8M |
|
1.7M |
1.07 |
|
Eli Lilly & Co.
(LLY)
|
0.3 |
$1.7M |
|
25k |
68.98 |
|
Bay Cnty Fla Edl Fac 5.00% municipal bond
|
0.3 |
$1.5M |
|
1.5M |
1.02 |
|
Seneca Cnty Oh Hlth Care Facs 6.75% municipal bond
|
0.3 |
$1.5M |
|
1.5M |
1.03 |
|
Ohio Cnty Wv Cnty Comm 5.87% municipal bond
|
0.3 |
$1.5M |
|
1.5M |
1.02 |
|
Tortoise MLP Fund
|
0.3 |
$1.4M |
|
51k |
27.93 |
|
Port St Lucie Fla Spl Assmt 5.00% municipal bond
|
0.3 |
$1.4M |
|
1.3M |
1.08 |
|
Wisconsin St Health & Edl Facs 4.00% municipal bond
|
0.3 |
$1.4M |
|
1.3M |
1.02 |
|
San Antonio Tex Convention Ctr 5.00% municipal bond
|
0.3 |
$1.3M |
|
1.3M |
1.01 |
|
Deephaven Mn Charter School Lease 5.12% municipal bond
|
0.3 |
$1.3M |
|
1.3M |
1.02 |
|
Harris Cnty Tx Cultural Edu Facs 6.87% municipal bond
|
0.3 |
$1.3M |
|
1.3M |
1.07 |
|
Compass Diversified Holdings
(CODI)
|
0.3 |
$1.3M |
|
80k |
16.25 |
|
Hudson Cnty Nj Impt Auth Rev 6.00% municipal bond
|
0.3 |
$1.3M |
|
1.2M |
1.07 |
|
New Orleans La Taxable Pub 4.75% municipal bond
|
0.2 |
$1.2M |
|
1.2M |
1.00 |
|
At&t
(T)
|
0.2 |
$1.1M |
|
34k |
33.59 |
|
San Jose Calif Arpt Rev 6.60% municipal bond
|
0.2 |
$1.1M |
|
995k |
1.14 |
|
Delta Co Sales Tax Build Amer 6.08% municipal bond
|
0.2 |
$1.1M |
|
1.0M |
1.10 |
|
Hlth Care Auth For Baptist Hlth 5.50% municipal bond
|
0.2 |
$1.1M |
|
1.1M |
1.05 |
|
Wells Fargo & Company
(WFC)
|
0.2 |
$1.1M |
|
19k |
54.83 |
|
Glendale Az Mun Pprty 4.00% municipal bond
|
0.2 |
$1.0M |
|
1.0M |
1.01 |
|
Lake Cnty Fl Indl Dev 7.12% municipal bond
|
0.2 |
$1.0M |
|
1.0M |
1.02 |
|
Capital Tr Agy Fla 7.00% municipal bond
|
0.2 |
$990k |
|
1.0M |
0.99 |
|
Washington St Hsg Fin Commn 5.62% municipal bond
|
0.2 |
$990k |
|
1.0M |
0.99 |
|
Apple
(AAPL)
|
0.2 |
$944k |
|
8.5k |
110.42 |
|
General Electric Company
|
0.2 |
$903k |
|
36k |
25.27 |
|
Tulane Univ La Rfdg-tulane Univ 0.53% municipal bond
|
0.2 |
$890k |
|
1.0M |
0.89 |
|
Tangipahoa Parish La Hosp Svc 7.20% municipal bond
|
0.2 |
$845k |
|
775k |
1.09 |
|
Harris Cnty Tx Mun Utly 3.12% municipal bond
|
0.2 |
$850k |
|
850k |
1.00 |
|
Altria
(MO)
|
0.1 |
$682k |
|
14k |
49.24 |
|
Regency Energy Partners
|
0.1 |
$711k |
|
30k |
24.01 |
|
BlackRock Credit All Inc Trust IV
(BTZ)
|
0.1 |
$690k |
|
53k |
12.92 |
|
Fannin Cnty Tx Public Fac 7.10% municipal bond
|
0.1 |
$716k |
|
675k |
1.06 |
|
Miami-dade Cnty Fla Aviation 5.00% municipal bond
|
0.1 |
$712k |
|
685k |
1.04 |
|
Leggett & Platt
(LEG)
|
0.1 |
$670k |
|
16k |
40.80 |
|
Warren Cnty Ky Hotel Tax Rev 8.00% municipal bond
|
0.1 |
$621k |
|
570k |
1.09 |
|
Illinois St Fin Auth Hlth Sys 4.00% municipal bond
|
0.1 |
$588k |
|
600k |
0.98 |
|
Johnson & Johnson
(JNJ)
|
0.1 |
$570k |
|
5.4k |
104.63 |
|
Philip Morris International
(PM)
|
0.1 |
$569k |
|
7.0k |
81.46 |
|
Procter & Gamble Company
(PG)
|
0.1 |
$570k |
|
6.3k |
91.08 |
|
Flaherty & Crumrine Dyn P
(DFP)
|
0.1 |
$559k |
|
25k |
22.26 |
|
Hudson Cnty Nj Impt Auth 4.25% municipal bond
|
0.1 |
$525k |
|
515k |
1.02 |
|
Tyler Tx Hlth Fac 5.37% municipal bond
|
0.1 |
$541k |
|
515k |
1.05 |
|
New Hampshire St Hlth & Edu Fac Auth 5.00% municipal bond
|
0.1 |
$538k |
|
485k |
1.11 |
|
Visa
(V)
|
0.1 |
$503k |
|
1.9k |
261.98 |
|
Williams Partners
|
0.1 |
$483k |
|
11k |
44.73 |
|
Hartford Mut Fds Inc fltg rt cl i
(HFLIX)
|
0.1 |
$516k |
|
60k |
8.67 |
|
Chicago Ill Ohare Intl Arpt Rev 4.00% municipal bond
|
0.1 |
$510k |
|
500k |
1.02 |
|
Miami Dde Cnty Fl Spl Obligation 4.00% municipal bond
|
0.1 |
$505k |
|
500k |
1.01 |
|
Red Riv Health Facs 6.12% municipal bond
|
0.1 |
$505k |
|
500k |
1.01 |
|
New Jersey St Econ Dev Auth 4.62% municipal bond
|
0.1 |
$510k |
|
500k |
1.02 |
|
Shelby Cnty Tn Health Edl & Hsg Facs 5.37% municipal bond
|
0.1 |
$473k |
|
455k |
1.04 |
|
West Harris Cnty Tx Mun Utly 3.87% municipal bond
|
0.1 |
$495k |
|
500k |
0.99 |
|
Eaton V.Tax-Advantaged Dividend Inc Fund
(EVT)
|
0.1 |
$459k |
|
22k |
20.80 |
|
Global High Income Fund
|
0.1 |
$425k |
|
48k |
8.82 |
|
Chicago Il O'hare International Arpt 3.75% municipal bond
|
0.1 |
$424k |
|
420k |
1.01 |
|
Atlanta Ga Wtr & Waste Wtr 5.00% municipal bond
|
0.1 |
$430k |
|
430k |
1.00 |
|
Harris Cnty Tx Cultural Ed 5.00% municipal bond
|
0.1 |
$450k |
|
445k |
1.01 |
|
Wheeling Jesuit Univ Inc Wv Ser 2006-c 7.75% municipal bond
|
0.1 |
$445k |
|
445k |
1.00 |
|
ConocoPhillips
(COP)
|
0.1 |
$387k |
|
5.6k |
69.09 |
|
Oge Energy Corp
(OGE)
|
0.1 |
$384k |
|
11k |
35.44 |
|
First Trust Enhanced Equity Income Fund
(FFA)
|
0.1 |
$396k |
|
28k |
14.32 |
|
Fort Bend Tx Mun Ulty 3.25% municipal bond
|
0.1 |
$374k |
|
385k |
0.97 |
|
Corpus Christi Tx Regl Trnsprtn Auth Sys 5.37% municipal bond
|
0.1 |
$385k |
|
350k |
1.10 |
|
Berkshire Hathaway
(BRK.B)
|
0.1 |
$344k |
|
2.3k |
150.35 |
|
General Mills
(GIS)
|
0.1 |
$353k |
|
6.6k |
53.40 |
|
Schertz/seguin Loc Govt Corp Tex Contract 4.50% municipal bond
|
0.1 |
$330k |
|
330k |
1.00 |
|
Harris Cnty Tx Cultural Edu 6.00% municipal bond
|
0.1 |
$345k |
|
300k |
1.15 |
|
Wheeling Jesuit Univ Inc 7.75% municipal bond
|
0.1 |
$325k |
|
325k |
1.00 |
|
Enterprise Products Partners
(EPD)
|
0.1 |
$318k |
|
8.8k |
36.11 |
|
Atmos Energy Corporation
(ATO)
|
0.1 |
$303k |
|
5.4k |
55.79 |
|
Invesco Quality Municipal Inc Trust
(IQI)
|
0.1 |
$284k |
|
23k |
12.49 |
|
FIDELITY CASH RESERVE FUND RETAIL Class Total mm
(FDRXX)
|
0.1 |
$304k |
|
304k |
1.00 |
|
Fort Bend Cnty Tx Mun Utly 3.12% municipal bond
|
0.1 |
$277k |
|
285k |
0.97 |
|
Florida St Turnpike Auth 3.00% municipal bond
|
0.1 |
$291k |
|
300k |
0.97 |
|
Miami-dade County Fl Aviation 5.00% municipal bond
|
0.1 |
$315k |
|
315k |
1.00 |
|
Chicago Ill Ohare Intl Arpt 5.25% municipal bond
|
0.1 |
$290k |
|
290k |
1.00 |
|
Harris Cnty Tx Cultural Edu Fac 4.00% municipal bond
|
0.1 |
$278k |
|
275k |
1.01 |
|
Capital Tr Agy Fla Rev First Mtg 7.37% municipal bond
|
0.1 |
$312k |
|
300k |
1.04 |
|
Microsoft Corporation
(MSFT)
|
0.1 |
$251k |
|
5.4k |
46.47 |
|
Deere & Company
(DE)
|
0.1 |
$266k |
|
3.0k |
88.46 |
|
Merck & Co
(MRK)
|
0.1 |
$243k |
|
4.3k |
56.78 |
|
Ford Motor Company
(F)
|
0.1 |
$254k |
|
16k |
15.49 |
|
Vanguard Mmk Prime
|
0.1 |
$246k |
|
246k |
1.00 |
|
Facebook Inc cl a
(META)
|
0.1 |
$239k |
|
3.1k |
78.00 |
|
Central Tx Regl Mobility Auth 5.00% municipal bond
|
0.1 |
$270k |
|
250k |
1.08 |
|
Chicago Ill Ohare Intl Arpt 5.00% municipal bond
|
0.1 |
$260k |
|
260k |
1.00 |
|
San Antonio Tx Convention Ctr 4.75% municipal bond
|
0.1 |
$225k |
|
225k |
1.00 |
|
Texas St Transprtn Commission Turnpike Sys 5.00% municipal bond
|
0.1 |
$245k |
|
225k |
1.09 |
|
Central Tex Regl Mobility Auth 6.25% municipal bond
|
0.1 |
$261k |
|
225k |
1.16 |
|
Orange Cnty Fl Hlth Facs 5.00% municipal bond
|
0.1 |
$243k |
|
225k |
1.08 |
|
Indiana St Fin Auth 5.87% municipal bond
|
0.1 |
$254k |
|
225k |
1.13 |
|
Wheeling Jesuit Univ Inc Wv Ser 2006-c 7.75% municipal bond
|
0.1 |
$260k |
|
260k |
1.00 |
|
Caterpillar
(CAT)
|
0.0 |
$210k |
|
2.3k |
91.42 |
|
Wal-Mart Stores
(WMT)
|
0.0 |
$204k |
|
2.4k |
85.75 |
|
Whole Foods Market
|
0.0 |
$201k |
|
4.0k |
50.54 |
|
Nestle SA Reg Shs. Ser. B Spons
(NSRGY)
|
0.0 |
$210k |
|
2.9k |
73.38 |
|
Amazon
(AMZN)
|
0.0 |
$222k |
|
716.00 |
310.06 |
|
N Harris Cnty Regl Wtr Auth 3.00% municipal bond
|
0.0 |
$210k |
|
210k |
1.00 |
|
Port Oalkand Ca Rev 5.00% municipal bond
|
0.0 |
$218k |
|
200k |
1.09 |
|
Hawaii St Dept Budget Fin Spl 4.65% municipal bond
|
0.0 |
$211k |
|
205k |
1.03 |
|
Metropolitan Wash D C Arpts Auth Dulles Toll Rd 0.00% municipal bond
|
0.0 |
$216k |
|
200k |
1.08 |