1228 is the total number of securities Advocacy Wealth Management Services, LLC has owned. The longest Advocacy Wealth Management Services, LLC has owned a single stock is 32 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
USMV | ISHARES TR | 32 | 32 | 0.01% | 4.17% | 16.02% | Q4 2015 | Q3 2023 | 32 |
IVV | ISHARES TR | 29 | 1 | 0.01% | 0.31% | 1.70% | Q2 2013 | Q3 2023 | 32 |
AAPL | APPLE INC COM | 28 | 2 | 0.00% | 0.15% | 1.33% | Q2 2013 | Q2 2023 | 32 |
MUB | ISHARES TR NATIONAL MU... | 27 | 2 | 0.02% | 0.43% | 2.70% | Q2 2013 | Q3 2023 | 31 |
HD | Home Depot Inc/The | 28 | 2 | 0.00% | 0.16% | 0.62% | Q2 2013 | Q3 2022 | 30 |
PSEC | PROSPECT CAPITAL CORPO... | 28 | 2 | 0.00% | 0.11% | 1.46% | Q2 2013 | Q3 2022 | 30 |
JNJ | JOHNSON & JOHNSON COM | 28 | 2 | 0.00% | 0.05% | 0.40% | Q2 2013 | Q3 2022 | 30 |
CSCO | Cisco Systems Inc | 28 | 2 | 0.00% | 0.03% | 0.12% | Q2 2013 | Q3 2022 | 30 |
JPM | JPMORGAN CHASE & CO COM | 28 | 2 | 0.00% | 0.03% | 0.27% | Q2 2013 | Q3 2022 | 30 |
CVX | CHEVRON CORP NEW COM | 28 | 2 | 0.00% | 0.02% | 0.12% | Q2 2013 | Q3 2022 | 30 |
MDLZ | MONDELEZ INTL INC CL A | 28 | 2 | 0.00% | 0.02% | 0.15% | Q2 2013 | Q3 2022 | 30 |
AB | ALLIANCEBERNSTEIN HOLD... | 28 | 1 | 0.01% | 0.13% | 1.59% | Q3 2013 | Q3 2022 | 29 |
INTC | INTEL CORP COM | 15 | 2 | 0.00% | 0.03% | 0.37% | Q2 2013 | Q3 2022 | 29 |
USB | US Bancorp/MN | 28 | 1 | 0.00% | 0.02% | 0.13% | Q3 2013 | Q3 2022 | 29 |
AXP | AMERICAN EXPRESS CO COM | 27 | 2 | 0.00% | 0.01% | 0.09% | Q2 2013 | Q3 2022 | 29 |
C | CITIGROUP INC COM NEW | 20 | 2 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2022 | 29 |
XLV | SELECT SECTOR SPDR TR | 25 | 1 | 0.00% | 1.89% | 8.19% | Q2 2013 | Q3 2023 | 28 |
T | AT&T INC COM | 26 | 2 | 0.00% | 0.21% | 1.96% | Q2 2013 | Q1 2022 | 28 |
VCSH | VANGUARD SHORT-TERM CO... | 23 | 2 | 0.01% | 0.15% | 1.71% | Q2 2013 | Q3 2022 | 28 |
VZ | VERIZON COMMUNICATIONS... | 26 | 2 | 0.00% | 0.05% | 0.31% | Q2 2013 | Q1 2022 | 28 |
DLS | WISDOMTREE TR | 28 | 28 | 0.01% | 0.04% | 0.10% | Q4 2015 | Q3 2022 | 28 |
STWD | STARWOOD PPTY TR INC COM | 28 | 28 | 0.00% | 0.02% | 0.06% | Q4 2015 | Q3 2022 | 28 |
GOOGL | GOOGLE INC | 28 | 28 | 0.00% | 0.01% | 0.04% | Q4 2015 | Q3 2022 | 28 |
EFAV | ISHARES TR | 18 | 3 | 0.08% | 2.66% | 6.81% | Q4 2015 | Q3 2023 | 27 |
IEFA | ISHARES TR | 27 | 27 | 0.02% | 0.17% | 0.47% | Q1 2017 | Q3 2023 | 27 |
COP | CONOCOPHILLIPS COM | 25 | 2 | 0.00% | 0.06% | 0.36% | Q2 2013 | Q4 2021 | 27 |
AFL | AFLAC INC COM | 21 | 2 | 0.00% | 0.06% | 0.32% | Q2 2013 | Q1 2022 | 27 |
KO | Coca-Cola Co/The | 25 | 2 | 0.00% | 0.05% | 0.43% | Q2 2013 | Q4 2021 | 27 |
VCIT | VANGUARD SCOTTSDALE FDS | 27 | 27 | 0.01% | 0.04% | 0.10% | Q1 2016 | Q3 2022 | 27 |
PSX | PHILLIPS 66 COM | 25 | 2 | 0.00% | 0.03% | 0.11% | Q2 2013 | Q4 2021 | 27 |
MRK | MERCK & CO INC NEW COM | 17 | 1 | 0.00% | 0.01% | 0.07% | Q3 2013 | Q3 2022 | 27 |
CB | CHUBB LIMITED COM | 27 | 27 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q3 2022 | 27 |
SWK | STANLEY BLACK & DECKER... | 27 | 27 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q3 2022 | 27 |
XLP | SELECT SECTOR SPDR TR | 10 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2022 | 27 |
AGG | ISHARES TR | 17 | 1 | 0.00% | 4.98% | 21.33% | Q2 2013 | Q3 2023 | 26 |
MINT | PIMCO ETF TR | 18 | 8 | 0.01% | 0.70% | 2.69% | Q1 2017 | Q3 2023 | 26 |
SUB | ISHARES TR | 16 | 10 | 0.03% | 0.09% | 0.20% | Q1 2016 | Q3 2022 | 26 |
XLY | SELECT SECTOR SPDR TR | 21 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2022 | 26 |
PTCT | PTC THERAPEUTICS INC COM | 16 | 4 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2022 | 26 |
GSLC | GOLDMAN SACHS ETF TR | 25 | 25 | 0.00% | 0.04% | 0.12% | Q3 2016 | Q3 2022 | 25 |
WMT | WAL-MART STORES INC COM | 15 | 2 | 0.00% | 0.02% | 0.26% | Q2 2013 | Q3 2022 | 25 |
FDX | FEDEX CORP COM | 25 | 25 | 0.00% | 0.01% | 0.04% | Q3 2016 | Q3 2022 | 25 |
SPSB | SPDR SER TR SPDR | 10 | 1 | 0.00% | 5.16% | 12.88% | Q2 2013 | Q3 2023 | 24 |
EEMV | ISHARES MSCI EMERGING ... | 18 | 6 | 0.10% | 1.22% | 3.63% | Q4 2015 | Q4 2021 | 24 |
SPY | SPDR S&P 500 TRUST | 12 | 2 | 0.01% | 1.04% | 10.50% | Q2 2013 | Q3 2023 | 24 |
PG | Procter & Gamble Co/The | 16 | 2 | 0.00% | 0.11% | 0.92% | Q2 2013 | Q3 2022 | 24 |
PFE | PFIZER INC COM | 11 | 2 | 0.00% | 0.03% | 0.23% | Q2 2013 | Q3 2022 | 24 |
FB | META PLATFORMS INC CL A | 15 | 2 | 0.00% | 0.02% | 0.13% | Q2 2013 | Q3 2022 | 24 |
IYG | ISHARES US FINANCIAL S... | 24 | 24 | 0.00% | 0.01% | 0.04% | Q4 2016 | Q3 2022 | 24 |
COF | CAPITAL ONE FINL CORP COM | 24 | 24 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q3 2021 | 24 |
XOM | EXXON MOBIL CORPORATION | 13 | 2 | 0.00% | 0.04% | 0.61% | Q2 2013 | Q3 2022 | 23 |
DIS | Walt Disney Co/The | 21 | 2 | 0.01% | 0.04% | 0.12% | Q2 2013 | Q4 2020 | 23 |
AMZN | AMAZON COM INC COM | 15 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2022 | 23 |
MINC | ADVISORSHARES TR | 22 | 22 | 0.00% | 3.56% | 21.50% | Q1 2016 | Q2 2021 | 22 |
DOL | WISDOMTREE TR | 22 | 22 | 0.01% | 0.04% | 0.11% | Q2 2017 | Q3 2022 | 22 |
TSM | TAIWAN SEMICONDUCTOR M... | 22 | 22 | 0.00% | 0.01% | 0.04% | Q3 2016 | Q4 2021 | 22 |
SNAP | SNAP INC CL A | 16 | 6 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2022 | 22 |
DVY | ISHARES TR DOW JONES | 13 | 1 | 0.00% | 1.42% | 5.08% | Q2 2013 | Q3 2022 | 21 |
AEP | AMERICAN ELECTRIC POWE... | 13 | 2 | 0.00% | 0.05% | 0.34% | Q2 2013 | Q3 2022 | 21 |
SO | Southern Co/The | 10 | 2 | 0.00% | 0.03% | 0.29% | Q2 2013 | Q3 2022 | 21 |
DLN | WISDOMTREE U.S. LARGEC... | 19 | 2 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q2 2020 | 21 |
WBA | WALGREENS BOOTS ALLIAN... | 15 | 1 | 0.00% | 0.00% | 0.02% | Q4 2015 | Q3 2022 | 21 |
FLOT | ISHARES TR | 11 | 9 | 0.01% | 6.83% | 20.62% | Q1 2018 | Q3 2023 | 20 |
SPH | SUBURBAN PROPANE PARTN... | 17 | 1 | 0.00% | 0.16% | 0.98% | Q2 2013 | Q1 2022 | 20 |
BND | VANGUARD TOTAL BOND MA... | 16 | 4 | 0.01% | 0.05% | 0.21% | Q4 2015 | Q3 2022 | 20 |
HON | HONEYWELL INTL INC COM | 20 | 20 | 0.00% | 0.01% | 0.04% | Q4 2015 | Q3 2020 | 20 |
OUNZ | VANECK MERK GOLD TRUST | 10 | 4 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2022 | 20 |
IWS | ISHARES TR RUSSELL | 9 | 2 | 0.04% | 1.94% | 6.09% | Q2 2013 | Q4 2022 | 19 |
JPST | JPMORGAN ULTRA-SHORT I... | 19 | 19 | 0.43% | 1.32% | 5.88% | Q1 2019 | Q3 2023 | 19 |
IDV | ISHARES TR | 9 | 3 | 0.00% | 0.34% | 2.36% | Q1 2016 | Q2 2022 | 19 |
GE | GENERAL ELECTRIC CO COM | 16 | 1 | 0.00% | 0.09% | 0.47% | Q2 2013 | Q2 2021 | 19 |
RDSA | ROYAL DUTCH SHELL PLC ... | 17 | 2 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q4 2019 | 19 |
MSFT | MICROSOFT CORP COM | 9 | 2 | 0.00% | 0.01% | 0.07% | Q2 2013 | Q3 2022 | 19 |
HYLS | FIRST TRUST TACTICAL H... | 18 | 18 | 1.42% | 14.59% | 30.66% | Q4 2015 | Q1 2020 | 18 |
LMBS | FIRST TRUST LOW DURATI... | 18 | 18 | 0.00% | 4.74% | 14.33% | Q1 2017 | Q2 2021 | 18 |
SRLN | SPDR BLACKSTONE SENIOR... | 12 | 3 | 0.01% | 0.43% | 2.67% | Q4 2015 | Q3 2022 | 18 |
MMLP | MARTIN MIDSTREAM PRTNR... | 15 | 1 | 0.00% | 0.28% | 1.95% | Q2 2013 | Q1 2022 | 18 |
IEMG | ISHARES INC | 13 | 1 | 0.01% | 0.16% | 0.86% | Q3 2016 | Q3 2022 | 18 |
VGR | VECTOR GROUP LTD COM | 17 | 1 | 0.01% | 0.09% | 1.32% | Q2 2013 | Q4 2019 | 18 |
HEP | HOLLY ENERGY PARTNERS ... | 17 | 1 | 0.00% | 0.08% | 0.89% | Q4 2015 | Q1 2022 | 18 |
LMT | LOCKHEED MARTIN CORP COM | 9 | 2 | 0.00% | 0.02% | 0.09% | Q2 2013 | Q3 2022 | 18 |
STT | State Street Corp | 17 | 1 | 0.00% | 0.02% | 0.19% | Q3 2013 | Q4 2019 | 18 |
QQQ | INVESCO QQQ TRUST | 18 | 18 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q3 2022 | 18 |
GD | GENERAL DYNAMICS CORP COM | 12 | 1 | 0.00% | 0.02% | 0.20% | Q3 2013 | Q4 2020 | 18 |
XLK | TECHNOLOGY SELECT SECT... | 16 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2022 | 18 |
TLH | ISHARES TR | 16 | 1 | 0.00% | 0.01% | 0.03% | Q2 2016 | Q3 2022 | 18 |
TLT | ISHARES TR | 18 | 18 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q1 2022 | 18 |
LNC | LINCOLN NATL CORP IND COM | 10 | 8 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q4 2021 | 18 |
TSLA | TESLA MTRS INC COM | 13 | 5 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q4 2021 | 18 |
SNV | SYNOVUS FINL CORP COM NEW | 12 | 6 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2022 | 18 |
ETY | EATON VANCE TX MGD DIV... | 17 | 17 | 0.01% | 7.98% | 18.39% | Q4 2015 | Q4 2019 | 17 |
VOO | VANGUARD S&P 500 ETF | 16 | 1 | 0.00% | 6.59% | 13.81% | Q4 2016 | Q3 2023 | 17 |
APU | AMERIGAS PARTNERS L P ... | 15 | 2 | 0.01% | 0.19% | 1.22% | Q2 2013 | Q2 2019 | 17 |
BMY | BRISTOL-MYERS SQUIBB C... | 9 | 2 | 0.00% | 0.04% | 0.23% | Q2 2013 | Q4 2021 | 17 |
KMB | KIMBERLY-CLARK CORP COM | 9 | 2 | 0.00% | 0.02% | 0.12% | Q2 2013 | Q3 2022 | 17 |
MBB | ISHARES TR | 16 | 1 | 0.00% | 0.02% | 0.12% | Q2 2013 | Q3 2022 | 17 |
VGIT | VANGUARD SCOTTSDALE FDS | 17 | 17 | 0.00% | 0.01% | 0.05% | Q3 2018 | Q3 2022 | 17 |
MDT | MEDTRONIC PLC SHS | 13 | 4 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q2 2020 | 17 |
MMC | MARSH & MCLENNAN COS I... | 13 | 4 | 0.00% | 0.01% | 0.04% | Q1 2016 | Q1 2022 | 17 |
XLI | SELECT SECTOR SPDR TR | 16 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2022 | 17 |
VOX | VANGUARD WORLD FDS | 15 | 2 | 0.00% | 0.00% | 0.02% | Q1 2016 | Q2 2022 | 17 |
EVV | EATON VANCE LTD DUR IN... | 15 | 1 | 0.00% | 2.38% | 6.88% | Q4 2015 | Q1 2022 | 16 |
DGRO | ISHARES TR | 13 | 3 | 0.00% | 1.19% | 6.43% | Q3 2019 | Q3 2023 | 16 |
ICSH | ISHARES TR | 16 | 16 | 0.44% | 0.68% | 1.12% | Q4 2019 | Q3 2023 | 16 |
GSY | INVESCO ULTRA SHORT DU... | 16 | 16 | 0.22% | 0.63% | 1.14% | Q4 2019 | Q3 2023 | 16 |
QQQX | NUVEEN NASDAQ 100 DYNA... | 15 | 1 | 0.00% | 0.30% | 3.45% | Q4 2015 | Q1 2022 | 16 |
SPAB | SPDR SER TR | 15 | 1 | 0.01% | 0.11% | 1.15% | Q2 2013 | Q3 2023 | 16 |
DUK | DUKE ENERGY CORP NEW C... | 13 | 1 | 0.01% | 0.04% | 0.16% | Q2 2013 | Q2 2021 | 16 |
MORT | VANECK VECTORS MORTGAG... | 15 | 1 | 0.00% | 0.04% | 0.08% | Q2 2016 | Q1 2022 | 16 |
ITW | ILLINOIS TOOL WORKS INC | 13 | 1 | 0.00% | 0.03% | 0.30% | Q2 2013 | Q2 2019 | 16 |
ORCL | ORACLE CORPORATION | 14 | 2 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q1 2019 | 16 |
ABBV | ABBVIE INC COM | 8 | 2 | 0.00% | 0.02% | 0.17% | Q2 2013 | Q3 2022 | 16 |
MGA | MAGNA INTL INC COM | 9 | 7 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q1 2020 | 16 |
MCEP | MID CON ENERGY PARTNER... | 12 | 2 | 0.00% | 0.01% | 0.08% | Q2 2013 | Q4 2019 | 16 |
NKE | NIKE INC CL B | 15 | 1 | 0.00% | 0.01% | 0.18% | Q3 2013 | Q3 2022 | 16 |
AVGO | BROADCOM INC COM | 16 | 16 | 0.01% | 0.01% | 0.03% | Q4 2018 | Q3 2022 | 16 |
PUTW | WISDOMTREE TR | 16 | 16 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q2 2021 | 16 |
BHC | BAUSCH HEALTH COS INC COM | 10 | 6 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2022 | 16 |
CDMO | AVID BIOSERVICES INC COM | 16 | 16 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2021 | 16 |
REM | ISHARES MORTGAGE REAL ... | 14 | 1 | 0.00% | 11.12% | 24.99% | Q4 2016 | Q1 2022 | 15 |
AMLP | ALERIAN MLP ETF | 13 | 2 | 0.00% | 2.45% | 6.19% | Q4 2015 | Q3 2019 | 15 |
IGD | VOYA GLBL EQTY DIV & P... | 15 | 15 | 0.02% | 2.00% | 5.69% | Q4 2015 | Q2 2019 | 15 |
QDF | FLEXSHARES QUALITY DIV... | 9 | 6 | 0.01% | 0.88% | 4.89% | Q1 2016 | Q2 2020 | 15 |
SPTM | SPDR SER TR | 15 | 15 | 0.21% | 0.42% | 0.61% | Q1 2020 | Q3 2023 | 15 |
PFF | ISHARES U.S. PREFERRED... | 13 | 1 | 0.01% | 0.23% | 0.94% | Q2 2013 | Q2 2021 | 15 |
CBZ | CBIZ INC COM | 13 | 2 | 0.02% | 0.16% | 0.46% | Q2 2013 | Q4 2018 | 15 |
AZN | ASTRAZENECA PLC SPONSO... | 13 | 2 | 0.02% | 0.15% | 0.92% | Q2 2013 | Q4 2018 | 15 |
TLP | TRANSMONTAIGNE PARTNER... | 13 | 2 | 0.02% | 0.14% | 0.67% | Q2 2013 | Q4 2018 | 15 |
NMM | NAVIOS MARITIME PARTNE... | 8 | 2 | 0.00% | 0.08% | 0.49% | Q2 2013 | Q1 2019 | 15 |
NS | NUSTAR ENERGY LP UNIT COM | 13 | 2 | 0.00% | 0.07% | 0.36% | Q2 2013 | Q4 2018 | 15 |
CVRR | CVR REFNG LP COMUNIT R... | 13 | 2 | 0.00% | 0.07% | 0.63% | Q2 2013 | Q4 2018 | 15 |
ED | CONSOLIDATED EDISON IN... | 13 | 2 | 0.02% | 0.03% | 0.08% | Q2 2013 | Q4 2018 | 15 |
ABT | COMMERZBANK AG | 13 | 2 | 0.00% | 0.02% | 0.16% | Q2 2013 | Q4 2018 | 15 |
STI | SUNTRUST BKS INC COM | 11 | 4 | 0.01% | 0.02% | 0.04% | Q4 2015 | Q3 2019 | 15 |
PBA | PEMBINA PIPELINE CORP COM | 13 | 2 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q4 2018 | 15 |
KHC | KRAFT HEINZ CO COM | 10 | 1 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q2 2021 | 15 |
PJT | PJT PARTNERS INC COM CL A | 12 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2022 | 15 |
FIBR | ISHARES U.S. FIXED INC... | 14 | 14 | 0.00% | 3.48% | 12.15% | Q1 2018 | Q2 2021 | 14 |
FSTA | FIDELITY MSCI CONSUMER... | 14 | 14 | 0.01% | 2.19% | 4.12% | Q2 2020 | Q3 2023 | 14 |
SHY | ISHARES TR | 6 | 1 | 0.01% | 0.84% | 4.22% | Q2 2013 | Q3 2023 | 14 |
BX | BLACKSTONE GROUP L P C... | 14 | 14 | 0.01% | 0.14% | 1.12% | Q4 2015 | Q1 2019 | 14 |
CQP | CHENIERE ENERGY PARTNE... | 6 | 1 | 0.01% | 0.12% | 0.95% | Q2 2013 | Q4 2019 | 14 |
EXG | EATON VANCE TAX MNGD G... | 13 | 1 | 0.00% | 0.10% | 0.93% | Q4 2015 | Q1 2022 | 14 |
PEP | PEPSICO INC COM | 12 | 2 | 0.00% | 0.06% | 0.57% | Q2 2013 | Q3 2018 | 14 |
GLW | CORNING INC COM | 13 | 1 | 0.01% | 0.05% | 0.07% | Q2 2013 | Q4 2018 | 14 |
SBUX | STARBUCKS CORP COM | 13 | 1 | 0.01% | 0.03% | 0.12% | Q3 2013 | Q4 2018 | 14 |
CCLP | CSI COMPRESSCO LP COM ... | 12 | 2 | 0.00% | 0.01% | 0.12% | Q4 2015 | Q4 2019 | 14 |
DG | DOLLAR GEN CORP NEW COM | 7 | 3 | 0.00% | 0.01% | 0.04% | Q4 2015 | Q3 2022 | 14 |
MMM | 3M CO COM | 13 | 1 | 0.01% | 0.01% | 0.04% | Q4 2015 | Q2 2019 | 14 |
BAC | BK OF AMERICA CORP COM | 9 | 2 | 0.00% | 0.01% | 0.04% | Q4 2015 | Q4 2021 | 14 |
DGX | QUEST DIAGNOSTICS INC COM | 13 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2018 | 14 |
ESV | ENSCO PLC SHS CLASS A | 14 | 14 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q1 2019 | 14 |
CBRE | CBRE GROUP INC CL A | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2022 | 14 |
AZO | AUTOZONE INC COM | 8 | 6 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2022 | 14 |
OVL | OVERLAY SHARES LARGE C... | 13 | 13 | 7.61% | 14.23% | 18.99% | Q4 2019 | Q4 2022 | 13 |
IGIB | ISHARES TR | 7 | 3 | 0.01% | 2.75% | 6.07% | Q1 2016 | Q2 2021 | 13 |
IYR | ISHARES U.S. REAL ESTA... | 13 | 13 | 0.01% | 1.45% | 3.38% | Q4 2015 | Q4 2018 | 13 |
XSLV | INVESCO S&P SMALLCAP L... | 13 | 13 | 0.01% | 1.32% | 3.17% | Q2 2018 | Q2 2021 | 13 |
BTZ | BLACKROCK CR ALLCTN IN... | 13 | 13 | 0.02% | 1.31% | 3.60% | Q4 2015 | Q4 2018 | 13 |
MO | ALTRIA GROUP INC COM | 7 | 2 | 0.00% | 0.08% | 0.36% | Q2 2013 | Q1 2022 | 13 |
PM | PHILIP MORRIS INTL INC... | 7 | 2 | 0.00% | 0.03% | 0.22% | Q2 2013 | Q1 2022 | 13 |
CBRL | CRACKER BARREL OLD CTR... | 13 | 13 | 0.01% | 0.03% | 0.09% | Q4 2015 | Q4 2018 | 13 |
CAG | CONAGRA FOODS INC COM | 13 | 13 | 0.00% | 0.02% | 0.10% | Q4 2015 | Q4 2018 | 13 |
FLO | FLOWERS FOODS INC COM | 13 | 13 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q4 2018 | 13 |
BWA | BORGWARNER INC COM | 13 | 13 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q4 2018 | 13 |
COG | CABOT OIL & GAS CORP COM | 9 | 4 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q1 2019 | 13 |
GPC | GENUINE PARTS CO COM | 13 | 13 | 0.00% | 0.01% | 0.04% | Q4 2015 | Q4 2018 | 13 |
TROW | PRICE T ROWE GROUP INC... | 12 | 1 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q2 2019 | 13 |
BOE | BLACKROCK GLOBAL OPP E... | 13 | 13 | 0.00% | 0.01% | 0.04% | Q4 2015 | Q4 2018 | 13 |
CLVS | CLOVIS ONCOLOGY INC COM | 13 | 13 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q4 2018 | 13 |
CAH | CARDINAL HEALTH INC COM | 13 | 13 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q4 2018 | 13 |
XLC | SELECT SECTOR SPDR TR | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2022 | 13 |
CCEP | COCA COLA EUROPEAN PAR... | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2019 | 13 |
OVM | OVERLAY SHARES MUNICIP... | 12 | 12 | 0.01% | 1.80% | 4.68% | Q4 2019 | Q3 2022 | 12 |
PIM | PUTNAM MASTER INTER IN... | 12 | 12 | 0.01% | 1.22% | 2.82% | Q1 2016 | Q4 2018 | 12 |
MBSD | FLEXSHARES TR | 12 | 12 | 0.01% | 0.87% | 3.79% | Q1 2019 | Q4 2021 | 12 |
XLB | SELECT SECTOR SPDR TR | 10 | 2 | 0.00% | 0.46% | 1.63% | Q4 2015 | Q3 2022 | 12 |
XLE | ENERGY SELECT SECTOR S... | 7 | 5 | 0.00% | 0.29% | 0.88% | Q4 2018 | Q3 2022 | 12 |
PPL | PPL CORP COM | 10 | 2 | 0.00% | 0.24% | 1.38% | Q2 2013 | Q1 2018 | 12 |
IBM | INTL BUSINESS MACHINES | 4 | 2 | 0.00% | 0.03% | 0.20% | Q2 2013 | Q1 2022 | 12 |
ARCC | ARES CAPITAL CORP COM | 8 | 1 | 0.00% | 0.03% | 0.10% | Q2 2013 | Q2 2021 | 12 |
XNTK | SPDR NYSE TECHNOLOGY ETF | 12 | 12 | 0.01% | 0.02% | 0.04% | Q4 2015 | Q3 2018 | 12 |
BIL | SPDR SER TR | 11 | 1 | 0.01% | 0.02% | 0.04% | Q2 2019 | Q4 2022 | 12 |
GS | GOLDMAN SACHS GROUP IN... | 11 | 1 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q4 2019 | 12 |
PAYX | PAYCHEX INC COM | 12 | 12 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q3 2018 | 12 |
FXU | FIRST TRUST UTILITIES ... | 8 | 4 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q2 2019 | 12 |
TSN | TYSON FOODS INC CL A | 11 | 1 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2022 | 12 |
GNTX | GENTEX CORP COM | 12 | 12 | 0.00% | 0.00% | 0.02% | Q1 2016 | Q4 2018 | 12 |
CCL | CARNIVAL CORP PAIRED CTF | 12 | 12 | 0.00% | 0.00% | 0.02% | Q1 2016 | Q4 2018 | 12 |
IP | INTL PAPER CO COM | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2022 | 12 |
OVB | OVERLAY SHARES CORE BO... | 11 | 11 | 0.04% | 13.49% | 17.54% | Q4 2019 | Q2 2022 | 11 |
IFRA | ISHARES U.S. INFRASTRU... | 11 | 11 | 0.74% | 1.94% | 2.84% | Q1 2021 | Q3 2023 | 11 |
QCOM | QUALCOMM INC COM | 4 | 1 | 0.00% | 0.06% | 0.42% | Q2 2013 | Q1 2022 | 11 |
OEF | ISHARES S&P 100 ETF | 7 | 4 | 0.01% | 0.05% | 0.20% | Q4 2015 | Q3 2018 | 11 |
HAS | HASBRO INC COM | 9 | 2 | 0.01% | 0.03% | 0.09% | Q2 2013 | Q4 2017 | 11 |
WM | WASTE MGMT INC DEL COM | 9 | 2 | 0.01% | 0.03% | 0.08% | Q2 2013 | Q4 2017 | 11 |
PNW | Pinnacle West Capital ... | 9 | 2 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q4 2017 | 11 |
VRX | VALEANT PHARMACEUTICAL... | 11 | 11 | 0.00% | 0.01% | 0.08% | Q4 2015 | Q2 2018 | 11 |
UTX | UNITED TECHNOLOGIES CO... | 8 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q2 2019 | 11 |
NSC | NORFOLK SOUTHN CORP COM | 6 | 5 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2022 | 11 |
HCA | HCA HEALTHCARE INC COM | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2022 | 11 |
KCE | SPDR S&P CAPITAL MARKE... | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2018 | 11 |
NORW | GLOBAL X MSCI NORWAY ETF | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2018 | 11 |
PGR | PROGRESSIVE CORP OHIO COM | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2022 | 11 |
NOK | NOKIA CORP SPONSORED ADR | 10 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2021 | 11 |
DVINQ | DIVINE INC CL A NEW | 9 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2017 | 11 |
TRDFF | TRADER CLASSIFIED MEDI... | 5 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2018 | 11 |
XSLV | POWERSHARES S&P SMALLC... | 10 | 10 | 0.41% | 3.83% | 23.34% | Q4 2015 | Q1 2018 | 10 |
VONV | VANGUARD SCOTTSDALE FDS | 10 | 10 | 0.26% | 2.66% | 6.46% | Q2 2021 | Q3 2023 | 10 |
VOT | VANGUARD MID-CAP GROWT... | 8 | 2 | 0.14% | 1.85% | 3.08% | Q4 2015 | Q4 2022 | 10 |
FGPRQ | FERRELLGAS PARTNERS L.... | 8 | 2 | 0.00% | 0.47% | 2.92% | Q2 2013 | Q3 2017 | 10 |
VBK | VANGUARD SMALL-CAP GRO... | 5 | 1 | 0.00% | 0.41% | 2.61% | Q2 2013 | Q3 2022 | 10 |
NLY | ANNALY CAP MGMT INC COM | 8 | 2 | 0.01% | 0.38% | 2.20% | Q2 2013 | Q3 2017 | 10 |
VO | VANGUARD MID-CAP INDEX... | 5 | 2 | 0.02% | 0.29% | 0.86% | Q2 2013 | Q4 2021 | 10 |
FSC | FIFTH STREET FINANCE C... | 8 | 2 | 0.00% | 0.18% | 0.94% | Q2 2013 | Q3 2017 | 10 |
LLY | LILLY ELI & CO COM | 6 | 2 | 0.00% | 0.12% | 0.66% | Q2 2013 | Q3 2022 | 10 |
BKCC | BlackRock Kelso Capita... | 8 | 2 | 0.01% | 0.10% | 0.33% | Q2 2013 | Q3 2017 | 10 |
SYY | SYSCO CORP COM | 8 | 2 | 0.00% | 0.03% | 0.19% | Q2 2013 | Q3 2017 | 10 |
RDSB | ROYAL DUTCH SHELL PLC ... | 8 | 2 | 0.00% | 0.03% | 0.13% | Q2 2013 | Q3 2017 | 10 |
NRZ | NEW RESIDENTIAL INVT C... | 10 | 10 | 0.00% | 0.03% | 0.08% | Q1 2016 | Q2 2018 | 10 |
CORP | PIMCO INVESTMENT GRADE... | 9 | 1 | 0.01% | 0.03% | 0.05% | Q1 2016 | Q3 2018 | 10 |
TEVA | Teva Pharmaceutical In... | 8 | 2 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q3 2017 | 10 |
BHP | BHP BILLITON PLC SPONS... | 10 | 10 | 0.01% | 0.02% | 0.06% | Q4 2015 | Q1 2018 | 10 |
PH | PARKER HANNIFIN CORP COM | 8 | 2 | 0.00% | 0.01% | 0.04% | Q4 2015 | Q3 2019 | 10 |
DEO | DIAGEO P L C SPON ADR NEW | 8 | 2 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2017 | 10 |
EFG | ISHARES MSCI EAFE GROW... | 9 | 1 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q1 2022 | 10 |
WDC | WESTERN DIGITAL CORP COM | 10 | 10 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q1 2018 | 10 |
PBYI | PUMA BIOTECHNOLOGY INC... | 10 | 10 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q4 2018 | 10 |
HMS INCOME FD INC COM | 8 | 2 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q2 2018 | 10 | |
DSU | BLACKROCK DEBT STRAT F... | 9 | 1 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q1 2022 | 10 |
BRKB | BERKSHIRE HATHAWAY INC... | 8 | 2 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2017 | 10 |
PPA | POWERSHARES AEROSPACE ... | 10 | 10 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q1 2018 | 10 |
AEF | ABERDEEN EMRG MRKTS EQ... | 8 | 2 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q1 2020 | 10 |
AMAT | APPLIED MATLS INC COM | 10 | 10 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q4 2021 | 10 |
PEJ | POWERSHARES DYNAMIC LE... | 10 | 10 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q1 2018 | 10 |
ABC | AMERISOURCEBERGEN CORP... | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2022 | 10 |
SSNC | SS&C TECHNOLOGIES HLDG... | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2022 | 10 |
GULTU | GULF COAST ULTRA DEEP ... | 8 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2017 | 10 |
AOPL | APPONLINE COM INC COM | 6 | 4 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2018 | 10 |
CTUP | COM TEL INC COM | 6 | 4 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2018 | 10 |
FEQT | FIRST EQUITIES CORP COM | 6 | 4 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2018 | 10 |
CAFFE RIBS INC COM | 6 | 4 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2018 | 10 | |
SBUM | SILVER BUCKLE MINES IN... | 6 | 4 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2018 | 10 |
THMRQ | TMST INC COM | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2018 | 10 |
NOMR | NOBLE METAL RECOVERY L... | 6 | 4 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2018 | 10 |
ATLR | ATLAS CORPORATION COM | 6 | 4 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2018 | 10 |
VGK | VANGUARD INTL EQUITY I... | 5 | 1 | 0.00% | 3.08% | 9.46% | Q2 2013 | Q2 2022 | 9 |
KBWB | INVESCO KBW BANK ETF | 9 | 9 | 0.00% | 2.09% | 3.41% | Q2 2020 | Q2 2022 | 9 |
MLPA | GLOBAL X MLP ETF | 8 | 1 | 0.00% | 2.02% | 3.14% | Q4 2016 | Q3 2019 | 9 |
IEI | ISHARES TR | 9 | 9 | 0.01% | 1.82% | 5.84% | Q1 2019 | Q1 2021 | 9 |
LQD | ISHARES IBOXX $ INVST ... | 6 | 1 | 0.00% | 1.48% | 3.81% | Q2 2013 | Q1 2018 | 9 |
VEA | VANGUARD FTSE DEVELOPE... | 3 | 1 | 0.00% | 1.00% | 4.63% | Q2 2013 | Q1 2018 | 9 |
IGV | ISHARES TR | 9 | 9 | 0.00% | 0.80% | 2.37% | Q2 2020 | Q2 2022 | 9 |
PGX | POWERSHARES PREFERRED ... | 7 | 2 | 0.00% | 0.74% | 3.14% | Q2 2013 | Q2 2017 | 9 |
MOO | VANECK VECTORS ETF TR | 9 | 9 | 0.00% | 0.74% | 1.66% | Q2 2020 | Q2 2022 | 9 |
ARKG | ARK GENOMIC REVOLUTION... | 9 | 9 | 0.00% | 0.48% | 1.65% | Q2 2020 | Q2 2022 | 9 |
XHE | SPDR S&P HEALTH CARE E... | 9 | 9 | 0.00% | 0.37% | 1.66% | Q2 2020 | Q2 2022 | 9 |
TCP | TC PIPELINES LP UT COM... | 6 | 1 | 0.00% | 0.12% | 0.62% | Q2 2013 | Q3 2017 | 9 |
HEDJ | WISDOMTREE EUROPE HEDG... | 6 | 3 | 0.00% | 0.10% | 0.52% | Q4 2015 | Q1 2018 | 9 |
ETV | EATON VANCE TX MNG BY ... | 9 | 9 | 0.01% | 0.10% | 0.20% | Q4 2015 | Q4 2017 | 9 |
PCEF | POWERSHARES CEF INCOME... | 9 | 9 | 0.01% | 0.06% | 0.16% | Q1 2016 | Q1 2018 | 9 |
LGCY | LEGACY RESVS LP UNIT L... | 4 | 1 | 0.00% | 0.05% | 0.27% | Q2 2013 | Q2 2018 | 9 |
SDY | SPDR S&P DIVIDEND ETF | 9 | 9 | 0.02% | 0.04% | 0.07% | Q4 2015 | Q4 2017 | 9 |
GLAD | GLADSTONE CAPITAL CORP... | 8 | 1 | 0.00% | 0.03% | 0.22% | Q2 2013 | Q3 2017 | 9 |
ETN | EATON CORP PLC SHS | 4 | 1 | 0.00% | 0.03% | 0.13% | Q2 2013 | Q1 2022 | 9 |
BKNG | BOOKING HOLDINGS INC COM | 9 | 9 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q1 2021 | 9 |
VLO | VALERO ENERGY CORP NEW... | 9 | 9 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q1 2018 | 9 |
JUNO | JUNO THERAPEUTICS INC COM | 9 | 9 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q4 2017 | 9 |
CMK | MFS INTERMARKET INCOME... | 4 | 2 | 0.00% | 0.01% | 0.06% | Q4 2015 | Q2 2018 | 9 |
TGT | TARGET CORP COM | 8 | 1 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q2 2019 | 9 |
ICPT | INTERCEPT PHARMACEUTIC... | 9 | 9 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q4 2017 | 9 |
IHDG | WISDOMTREE INTERNATION... | 7 | 2 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q4 2018 | 9 |
PNC | PNC FINL SVCS GROUP IN... | 5 | 4 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q1 2022 | 9 |
IJR | ISHARES S&P SMALL-CAP ... | 3 | 1 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q3 2022 | 9 |
LH | LABORATORY CORP AMER H... | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2022 | 9 |
CION INVT CORP COM | 5 | 2 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q2 2018 | 9 | |
RZTIQ | RASER TECHNOLOGIES INC... | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2018 | 9 |
LOMLF | LION ONE METALS LTD COM | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2018 | 9 |
IMN EQUITIES INC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2018 | 9 | |
ACTRON INC COM | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2018 | 9 | |
MIDWEST LODGING PPTYS ... | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2018 | 9 | |
MIRANT CORP SHS | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2018 | 9 | |
EPEDQ | EPICEDGE INC COM | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2018 | 9 |
SPIB | SPDR SER TR BARCLAYS I... | 8 | 8 | 0.00% | 2.93% | 5.69% | Q1 2016 | Q4 2017 | 8 |
FIXD | FIRST TRUST TCW OPPORT... | 8 | 8 | 0.00% | 2.76% | 8.66% | Q2 2020 | Q1 2022 | 8 |
USIG | ISHARES U.S. CREDIT BO... | 4 | 1 | 0.00% | 1.61% | 3.48% | Q2 2013 | Q4 2017 | 8 |
IWF | ISHARES TR | 7 | 1 | 0.04% | 0.92% | 2.11% | Q2 2017 | Q1 2021 | 8 |
IETC | ISHARES U S ETF TR | 8 | 8 | 0.00% | 0.47% | 1.53% | Q2 2020 | Q1 2022 | 8 |
RPV | INVESCO S&P 500 PURE V... | 8 | 8 | 0.15% | 0.44% | 0.64% | Q2 2021 | Q1 2023 | 8 |
VWO | VANGUARD INTL EQUITY | 2 | 2 | 0.00% | 0.33% | 1.35% | Q2 2013 | Q3 2019 | 8 |
PJP | INVESCO EXCHANGE TRADE... | 8 | 8 | 0.00% | 0.30% | 1.02% | Q2 2020 | Q1 2022 | 8 |
VNQ | VANGUARD REIT ETF | 3 | 2 | 0.00% | 0.23% | 0.89% | Q2 2013 | Q4 2019 | 8 |
PBS | INVESCO EXCHANGE TRADE... | 8 | 8 | 0.00% | 0.17% | 0.56% | Q2 2020 | Q1 2022 | 8 |
SOCL | GLOBAL X SOCIAL MEDIA ... | 8 | 8 | 0.00% | 0.17% | 0.56% | Q2 2020 | Q1 2022 | 8 |
BSJH | GUGGENHEIM BULLETSHARE... | 8 | 8 | 0.00% | 0.17% | 0.80% | Q4 2015 | Q3 2017 | 8 |
CVY | GUGGENHEIM MULTI-ASSET... | 8 | 8 | 0.00% | 0.14% | 1.08% | Q4 2015 | Q3 2017 | 8 |
CPLP | CAPITAL PRODUCT PARTNE... | 6 | 2 | 0.00% | 0.12% | 0.61% | Q2 2013 | Q1 2017 | 8 |
HYS | PIMCO 0-5 YEAR HIGH YI... | 8 | 8 | 0.00% | 0.11% | 0.56% | Q4 2015 | Q3 2017 | 8 |
FLRN | SPDR BLOOMBERG BARCLAY... | 8 | 8 | 0.02% | 0.10% | 0.34% | Q4 2017 | Q3 2019 | 8 |
ILMN | ILLUMINA INC COM | 4 | 4 | 0.04% | 0.06% | 0.13% | Q4 2015 | Q4 2017 | 8 |
ETW | EATON VANCE TXMGD GL B... | 8 | 8 | 0.00% | 0.05% | 0.32% | Q4 2015 | Q3 2017 | 8 |
WFC | WELLS FARGO CO NEW COM | 4 | 2 | 0.00% | 0.05% | 0.29% | Q2 2013 | Q1 2022 | 8 |
HRC | HILL ROM HLDGS INC COM | 4 | 4 | 0.02% | 0.04% | 0.07% | Q4 2015 | Q4 2017 | 8 |
RIGS | RIVERFRONT STRATEGIC I... | 5 | 3 | 0.01% | 0.03% | 0.06% | Q1 2016 | Q3 2018 | 8 |
EFV | ISHARES TR | 6 | 1 | 0.00% | 0.02% | 0.08% | Q4 2016 | Q1 2023 | 8 |
CLX | CLOROX CO DEL COM | 4 | 4 | 0.01% | 0.02% | 0.04% | Q4 2015 | Q4 2017 | 8 |
BPT | BP PRUDHOE BAY RTY TR ... | 6 | 2 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q1 2017 | 8 |
JGH | NUVEEN GLOBAL HIGH INC... | 8 | 8 | 0.00% | 0.02% | 0.10% | Q4 2015 | Q3 2017 | 8 |
ACN | ACCENTURE PLC IRELAND ... | 8 | 8 | 0.01% | 0.01% | 0.03% | Q1 2018 | Q4 2019 | 8 |
VFC | V F CORP COM | 8 | 8 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q3 2017 | 8 |
GOOG | ALPHABET INC CAP STK CL C | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2017 | 8 |
RSG | REPUBLIC SVCS INC COM | 8 | 8 | 0.00% | 0.01% | 0.04% | Q4 2015 | Q3 2017 | 8 |
TMO | THERMO FISHER SCIENTIF... | 8 | 8 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q4 2018 | 8 |
INO | INOVIO PHARMACEUTICALS... | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q3 2017 | 8 |
DOFSQ | DIAMOND OFFSHORE DRILL... | 6 | 2 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2017 | 8 |
DK | DELEK US HLDGS INC NEW... | 8 | 8 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q4 2019 | 8 |
AMSWA | AMER SOFTWARE INC | 6 | 2 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2017 | 8 |
BR | BROADRIDGE FINL SOLUTI... | 7 | 1 | 0.00% | 0.00% | 0.02% | Q1 2016 | Q2 2019 | 8 |
XLNX | XILINX INC COM | 8 | 8 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q4 2018 | 8 |
AMGN | AMGEN INC COM | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2017 | 8 |
UL | UNILEVER PLC SPON ADR NEW | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2017 | 8 |
EMR | EMERSON ELEC CO COM | 6 | 2 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2022 | 8 |
PLD | PROLOGIS INC. COM | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
AFMD | AFFIMED N V COM | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2018 | 8 |
CTMX | CYTOMX THERAPEUTICS IN... | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2018 | 8 |
CALA | CALITHERA BIOSCIENCES ... | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2018 | 8 |
SQ | SQUARE INC CL A | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
HUGHES CAPITAL CORP COM | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2018 | 8 | |
WRK | WESTROCK CO COM | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2017 | 8 |
POMCO ENERGY CORP COM | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2018 | 8 | |
UA | UNDER ARMOUR INC CL C | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2020 | 8 |
THES | THERMAL ENERGY STORAGE... | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2018 | 8 |
LUNDELL TECHNOLOGY INC... | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2018 | 8 | |
TFLO | ISHARES TREASURY FLOAT... | 7 | 7 | 0.20% | 5.63% | 6.99% | Q1 2022 | Q3 2023 | 7 |
FLEE | FRANKLIN TEMPLETON ETF TR | 7 | 7 | 0.06% | 4.19% | 8.21% | Q1 2022 | Q3 2023 | 7 |
NANR | SPDR S&P NORTH AMERICA... | 7 | 7 | 1.31% | 1.97% | 2.71% | Q1 2022 | Q3 2023 | 7 |
OVF | OVERLAY SHARES FOREIGN... | 7 | 7 | 0.03% | 1.65% | 4.70% | Q4 2019 | Q2 2021 | 7 |
OVS | OVERLAY SHARES SMALL C... | 7 | 7 | 0.02% | 0.97% | 3.23% | Q4 2019 | Q2 2021 | 7 |
SPXX | NUVEEN S&P 500 DYN OVE... | 6 | 1 | 0.00% | 0.77% | 2.43% | Q4 2015 | Q1 2022 | 7 |
VUG | VANGUARD INDEX FDS | 3 | 2 | 0.11% | 0.55% | 1.96% | Q2 2013 | Q3 2023 | 7 |
BSCL | GUGGENHEIM BULLETSHARE... | 7 | 7 | 0.01% | 0.41% | 0.96% | Q1 2016 | Q3 2017 | 7 |
HYG | ISHARES TR IBOXX | 6 | 1 | 0.00% | 0.27% | 0.60% | Q2 2013 | Q1 2017 | 7 |
GAMR | WEDBUSH ETFMG VIDEO GA... | 7 | 7 | 0.00% | 0.20% | 0.58% | Q2 2020 | Q4 2021 | 7 |
CHIS | GLOBAL X MSCI CHINA CO... | 7 | 7 | 0.00% | 0.14% | 0.69% | Q2 2020 | Q4 2021 | 7 |
BSCK | GUGGENHEIM BULLETSHARE... | 7 | 7 | 0.01% | 0.13% | 0.57% | Q1 2016 | Q3 2017 | 7 |
IUSV | ISHARES CORE S&P U.S. ... | 5 | 2 | 0.00% | 0.13% | 0.21% | Q4 2017 | Q3 2020 | 7 |
ARTISAN INTERNATIONAL ... | 6 | 1 | 0.06% | 0.12% | 0.20% | Q3 2013 | Q1 2017 | 7 | |
APLP | ARCHROCK PARTNERS L P ... | 5 | 2 | 0.01% | 0.10% | 0.69% | Q4 2015 | Q1 2018 | 7 |
BSCH | GUGGENHEIM BULLETSHARE... | 7 | 7 | 0.01% | 0.09% | 0.38% | Q1 2016 | Q3 2017 | 7 |
CHIX | GLOBAL X MSCI CHINA FI... | 7 | 7 | 0.00% | 0.08% | 0.36% | Q2 2020 | Q4 2021 | 7 |
UNP | Union Pacific Corp | 6 | 1 | 0.00% | 0.05% | 0.29% | Q3 2013 | Q2 2018 | 7 |
DES | WISDOMTREE SMALLCAP DI... | 6 | 1 | 0.03% | 0.04% | 0.06% | Q4 2015 | Q3 2017 | 7 |
PFN | PIMCO INCOME STRATEGY ... | 4 | 3 | 0.00% | 0.04% | 0.22% | Q4 2015 | Q3 2017 | 7 |
EES | WISDOMTREE SMALLCAP EA... | 6 | 1 | 0.03% | 0.04% | 0.06% | Q4 2015 | Q3 2017 | 7 |
PEG | PUBLIC SVC ENTERPRISE ... | 6 | 1 | 0.01% | 0.04% | 0.16% | Q2 2013 | Q1 2017 | 7 |
BSCI | GUGGENHEIM BULLETSHARE... | 7 | 7 | 0.01% | 0.03% | 0.15% | Q1 2016 | Q3 2017 | 7 |
PCN | PIMCO CORPORATE INCOME... | 7 | 7 | 0.00% | 0.03% | 0.14% | Q1 2016 | Q3 2017 | 7 |
RSP | INVESCO S&P 500 EQUAL ... | 4 | 1 | 0.01% | 0.03% | 0.04% | Q2 2019 | Q3 2023 | 7 |
XLU | UTILITIES SELECT SECTO... | 2 | 1 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q4 2019 | 7 |
FRI | FIRST TRUST S&P REIT I... | 5 | 2 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q4 2016 | 7 |
RIG | TRANSOCEAN LTD REG SHS | 6 | 1 | 0.00% | 0.02% | 0.10% | Q4 2015 | Q3 2017 | 7 |
F | FORD MTR CO DEL COM PA... | 7 | 7 | 0.00% | 0.02% | 0.07% | Q4 2015 | Q2 2017 | 7 |
NFLX | NETFLIX INC COM | 7 | 7 | 0.01% | 0.02% | 0.02% | Q4 2015 | Q2 2017 | 7 |
AINV | APOLLO INVT CORP COM | 7 | 7 | 0.01% | 0.01% | 0.03% | Q4 2015 | Q2 2017 | 7 |
BA | BOEING CO COM | 7 | 7 | 0.01% | 0.01% | 0.04% | Q4 2015 | Q2 2017 | 7 |
QQQ | POWERSHARES QQQ TRUST,... | 7 | 7 | 0.01% | 0.01% | 0.02% | Q3 2016 | Q1 2018 | 7 |
MLPI | UBS E-TRACS ALERIAN ML... | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q3 2017 | 7 |
IGSB | ISHARES SHORT-TERM COR... | 4 | 3 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q4 2019 | 7 |
AROC | ARCHROCK INC COM | 7 | 7 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q4 2019 | 7 |
PPA | INVESCO AEROSPACE & DE... | 7 | 7 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q4 2019 | 7 |
MON | MONSANTO CO NEW COM | 5 | 2 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2016 | 7 |
IPG | INTERPUBLIC GROUP COS ... | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q3 2017 | 7 |
MCC | MEDLEY CAP CORP COM | 7 | 7 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q2 2017 | 7 |
XLF | FINANCIAL SELECT SECTO... | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2022 | 7 |
HTD | HANCOCK JOHN TAX-ADV D... | 7 | 7 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q4 2020 | 7 |
IHF | ISHARES U.S. HEALTHCAR... | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2017 | 7 |
STM | STMICROELECTRONICS N V... | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2017 | 7 |
MBBYF | MOBILEYE N V AMSTELVEE... | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q2 2017 | 7 |
NATI | NATIONAL INSTRS CORP COM | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2017 | 7 |
PAVE | GLOBAL X U.S. INFRASTR... | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
VCLT | VANGUARD SCOTTSDALE FDS | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 7 |
BRCD | BROCADE COMMUNICATIONS... | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2017 | 7 |
MPC | MARATHON PETE CORP COM | 6 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2022 | 7 |
DOCU | DOCUSIGN INC COM | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 7 |
NXGIF | NEXUS GROUP INTL INC COM | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2018 | 7 |
SLQD | ISHARES TR | 6 | 6 | 11.40% | 11.85% | 12.95% | Q2 2022 | Q3 2023 | 6 |
IYT | ISHARES U.S. TRANSPORT... | 6 | 6 | 0.00% | 0.92% | 1.68% | Q1 2021 | Q2 2022 | 6 |
BSV | VANGUARD SHORT-TERM BO... | 3 | 1 | 0.09% | 0.59% | 1.55% | Q2 2013 | Q2 2017 | 6 |
ONLN | PROSHARES ONLINE RETAI... | 6 | 6 | 0.00% | 0.53% | 3.19% | Q1 2021 | Q2 2022 | 6 |
TIP | ISHARES TIPS BOND ETF | 2 | 1 | 0.00% | 0.51% | 1.54% | Q2 2013 | Q1 2022 | 6 |
ETP | ENERGY TRANSFER PRTNRS... | 6 | 6 | 0.01% | 0.29% | 1.08% | Q4 2015 | Q1 2017 | 6 |
FIRST EAGLE GLOBAL CLA... | 6 | 6 | 0.15% | 0.24% | 0.35% | Q4 2015 | Q1 2017 | 6 | |
OKS | ONEOK PARTNERS LP UNIT... | 6 | 6 | 0.00% | 0.20% | 0.69% | Q4 2015 | Q1 2017 | 6 |
NGG | NATIONAL GRID PLC SPON... | 4 | 2 | 0.01% | 0.20% | 0.54% | Q2 2013 | Q3 2016 | 6 |
DEUTSCHE GLOBAL INFRAS... | 6 | 6 | 0.12% | 0.20% | 0.29% | Q4 2015 | Q1 2017 | 6 | |
HENDERSON EUROPEAN FOC... | 6 | 6 | 0.06% | 0.11% | 0.16% | Q4 2015 | Q1 2017 | 6 | |
DOW | Dow Chemical Co/The | 4 | 2 | 0.01% | 0.06% | 0.20% | Q2 2013 | Q3 2016 | 6 |
KMI | KINDER MORGAN INC DEL COM | 4 | 2 | 0.01% | 0.06% | 0.12% | Q2 2013 | Q3 2016 | 6 |
VNRSQ | Vanguard Natural Resou... | 3 | 1 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q3 2017 | 6 |
NVR | NVR INC COM | 4 | 2 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2016 | 6 |
FXG | FIRST TRUST CONSUMER S... | 3 | 1 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q4 2016 | 6 |
GG | GOLDCORP INC NEW COM | 6 | 6 | 0.01% | 0.02% | 0.03% | Q4 2015 | Q1 2017 | 6 |
GRNB | VANECK VECTORS GREEN B... | 6 | 6 | 0.01% | 0.02% | 0.02% | Q3 2017 | Q4 2018 | 6 |
VEU | VANGUARD INTL EQUITY | 3 | 1 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q4 2016 | 6 |
MAT | MATTEL INC COM | 6 | 6 | 0.01% | 0.02% | 0.03% | Q4 2015 | Q1 2017 | 6 |
BABA | ALIBABA GROUP HLDG LTD... | 5 | 1 | 0.01% | 0.02% | 0.02% | Q4 2015 | Q1 2018 | 6 |
FTSL | FIRST TRUST SENIOR LOA... | 5 | 1 | 0.01% | 0.02% | 0.02% | Q1 2017 | Q3 2018 | 6 |
EVF | EATON VANCE SR INCOME ... | 6 | 6 | 0.01% | 0.02% | 0.03% | Q4 2015 | Q1 2017 | 6 |
AZURQ | AZURE MIDSTREAM PARTNE... | 4 | 2 | 0.00% | 0.01% | 0.09% | Q4 2015 | Q4 2017 | 6 |
MRO | MARATHON OIL CORP COM | 6 | 6 | 0.01% | 0.01% | 0.03% | Q4 2015 | Q1 2017 | 6 |
TXN | TEXAS INSTRS INC COM | 4 | 1 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q3 2017 | 6 |
VYMI | VANGUARD INTERNATIONAL... | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2022 | 6 |
FCX | FREEPORT-MCMORAN INC CL B | 6 | 6 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q1 2017 | 6 |
OXY | OCCIDENTAL PETE CORP D... | 4 | 2 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q1 2022 | 6 |
LTPZ | PIMCO 15 YEAR U.S. TIP... | 6 | 6 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q4 2018 | 6 |
HFC | HOLLYFRONTIER CORP COM | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q1 2018 | 6 |
SLB | SCHLUMBERGER LTD COM STK | 4 | 2 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2022 | 6 |
GXP | GREAT PLAINS ENERGY IN... | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q1 2018 | 6 |
INGR | INGREDION INC COM | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q1 2018 | 6 |
TSCO | TRACTOR SUPPLY CO COM | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q1 2018 | 6 |
MASSACHUSETTS INVS TRU... | 4 | 2 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q2 2017 | 6 | |
FISV | FISERV INC COM | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2022 | 6 |
CORR | CORENERGY INFRASTRUCTU... | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q1 2017 | 6 |
AAP | ADVANCE AUTO PARTS INC... | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q1 2018 | 6 |
AMP | AMERIPRISE FINL INC COM | 4 | 2 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q1 2022 | 6 |
GE Elfun Diversified Fund | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q1 2017 | 6 | |
AMBA | AMBARELLA INC SHS | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2017 | 6 |
BLK | BLACKROCK INC COM | 4 | 2 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q1 2022 | 6 |
GPRO | GOPRO INC CL A | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2017 | 6 |
FIT | FITBIT INC CL A | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2017 | 6 |
SOUHY | SOUTH32 LTD SPONSORED ADR | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2017 | 6 |
STLD | STEEL DYNAMICS INC COM | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 6 |
ALGXQ | ALLEGIANCE TELECOM INC... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2018 | 6 |
JCPNQ | PENNEY J C CORP INC COM | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2020 | 6 |
CTVA | CORTEVA INC COM | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 6 |
CME | CME GROUP INC COM | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 6 |
FE | FIRSTENERGY CORP COM | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 6 |
PIMCO SENIOR LOAN ACTI... | 5 | 5 | 2.92% | 5.19% | 5.93% | Q3 2022 | Q3 2023 | 5 | |
FIBR | ISHARES EDGE U.S. FIXE... | 5 | 5 | 0.01% | 4.86% | 10.51% | Q4 2016 | Q4 2017 | 5 |
JNK | SPDR SER TR BARCLAYS | 2 | 1 | 0.00% | 4.51% | 12.15% | Q2 2013 | Q1 2018 | 5 |
BIV | VANGUARD INTERMEDIATE-... | 3 | 2 | 0.17% | 0.71% | 1.57% | Q2 2013 | Q3 2016 | 5 |
AGNC | AMERICAN CAPITAL AGENC... | 3 | 2 | 0.04% | 0.61% | 1.32% | Q2 2013 | Q2 2016 | 5 |
SPLV | INVESCO S&P 500 LOW VO... | 5 | 5 | 0.33% | 0.43% | 0.54% | Q3 2022 | Q3 2023 | 5 |
REET | ISHARES GLOBAL REIT ETF | 5 | 5 | 0.22% | 0.35% | 0.39% | Q3 2017 | Q3 2018 | 5 |
GLP | Global Partners LP/MA | 3 | 2 | 0.07% | 0.28% | 0.52% | Q2 2013 | Q2 2016 | 5 |
MVO | MV Oil Trust | 3 | 2 | 0.00% | 0.19% | 0.70% | Q2 2013 | Q2 2016 | 5 |
GLD | SPDR GOLD TR GOLD | 3 | 2 | 0.05% | 0.17% | 0.33% | Q2 2013 | Q4 2020 | 5 |
NEAR | ISHARES SHORT MATURITY... | 5 | 5 | 0.01% | 0.15% | 0.46% | Q1 2019 | Q1 2020 | 5 |
GSK | GLAXOSMITHKLINE PLC SP... | 3 | 2 | 0.01% | 0.12% | 0.30% | Q2 2013 | Q2 2016 | 5 |
EOS | EATON VANCE ENH EQTY I... | 4 | 1 | 0.00% | 0.12% | 0.43% | Q4 2015 | Q1 2018 | 5 |
GIS | GENERAL MLS INC COM | 4 | 1 | 0.02% | 0.09% | 0.21% | Q3 2013 | Q3 2016 | 5 |
SPHD | POWERSHARES S&P 500 HI... | 5 | 5 | 0.02% | 0.09% | 0.20% | Q4 2015 | Q4 2016 | 5 |
SJNK | SPDR BLOOMBERG BARCLAY... | 5 | 5 | 0.01% | 0.08% | 0.26% | Q4 2015 | Q4 2016 | 5 |
HIO | WESTERN ASSET HIGH INC... | 5 | 5 | 0.00% | 0.08% | 0.32% | Q4 2015 | Q4 2016 | 5 |
SPTS | SPDR SER TR | 5 | 5 | 0.04% | 0.06% | 0.09% | Q3 2022 | Q3 2023 | 5 |
COH | COACH INC COM | 4 | 1 | 0.02% | 0.04% | 0.07% | Q3 2013 | Q3 2016 | 5 |
AIG | AMERICAN INTL GROUP IN... | 3 | 2 | 0.00% | 0.03% | 0.09% | Q2 2013 | Q4 2016 | 5 |
AGNC | AGNC INVT CORP COM | 5 | 5 | 0.02% | 0.02% | 0.03% | Q3 2016 | Q3 2017 | 5 |
CAT | CATERPILLAR INC DEL COM | 3 | 2 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q2 2016 | 5 |
AA | ALCOA INC COM | 3 | 2 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q2 2016 | 5 |
EFT | EATON VANCE FLTING RAT... | 5 | 5 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q1 2017 | 5 |
UPS | UNITED PARCEL SERVICE ... | 3 | 2 | 0.00% | 0.01% | 0.04% | Q4 2015 | Q4 2021 | 5 |
XRLV | POWERSHARES S&P 500 EX... | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2016 | 5 |
FIDELITY ADVISOR MATER... | 4 | 1 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q1 2017 | 5 | |
AJG | GALLAGHER ARTHUR J & C... | 4 | 1 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q1 2022 | 5 |
ALDW | ALON USA PARTNERS LP U... | 4 | 1 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q4 2017 | 5 |
WNR | WESTERN REFNG INC COM | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2017 | 5 |
MU | MICRON TECHNOLOGY INC COM | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2022 | 5 |
CARTER VALIDUS MISSION... | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2018 | 5 | |
ACTG | ACACIA RESH CORP ACACI... | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q1 2017 | 5 |
TJX | TJX COS INC NEW COM | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2020 | 5 |
PYPL | PAYPAL HLDGS INC COM | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
SHOP | SHOPIFY INC CL A | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
PPHM | PEREGRINE PHARMACEUTIC... | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2017 | 5 |
OVLH | LISTED FD TR | 4 | 4 | 4.53% | 7.07% | 8.18% | Q4 2022 | Q3 2023 | 4 |
REM | ISHARES MORTGAGE REAL ... | 4 | 4 | 2.96% | 3.61% | 4.00% | Q4 2015 | Q3 2016 | 4 |
SALIENT MF TR SALIE MP... | 4 | 4 | 1.42% | 3.10% | 4.21% | Q4 2015 | Q3 2016 | 4 | |
FLJH | FRANKLIN TEMPLETON ETF TR | 4 | 4 | 1.38% | 1.69% | 1.96% | Q1 2022 | Q4 2022 | 4 |
VXF | VANGUARD INDEX TR | 2 | 2 | 0.11% | 1.26% | 3.05% | Q2 2013 | Q1 2016 | 4 |
VBR | VANGUARD SMALL-CAP VAL... | 2 | 2 | 0.17% | 1.11% | 2.64% | Q2 2013 | Q1 2016 | 4 |
BPL | BUCKEYE PARTNERS L P U... | 2 | 2 | 0.00% | 1.10% | 2.73% | Q2 2013 | Q3 2017 | 4 |
VB | VANGUARD SMALL-CAP IND... | 2 | 2 | 0.20% | 1.03% | 1.70% | Q2 2013 | Q1 2016 | 4 |
SMLV | SPDR RUSSELL 2000 LOW ... | 4 | 4 | 0.46% | 0.89% | 1.55% | Q4 2015 | Q3 2016 | 4 |
VT | VANGUARD TOTAL WORLD S... | 4 | 4 | 0.45% | 0.73% | 1.33% | Q4 2016 | Q3 2017 | 4 |
SPLV | POWERSHARES S&P 500 LO... | 4 | 4 | 0.28% | 0.62% | 1.11% | Q4 2015 | Q3 2016 | 4 |
DSU | BLACKROCK DEBT STRAT F... | 4 | 4 | 0.01% | 0.61% | 1.92% | Q4 2015 | Q3 2016 | 4 |
IGI | WESTERN ASSET INVT GRA... | 3 | 1 | 0.00% | 0.45% | 1.08% | Q1 2016 | Q2 2017 | 4 |
BSJG | GUGGENHEIM BULLETSHARE... | 4 | 4 | 0.09% | 0.44% | 1.23% | Q4 2015 | Q3 2016 | 4 |
FHLC | FIDELITY MSCI HEALTH C... | 4 | 4 | 0.35% | 0.42% | 0.52% | Q1 2022 | Q4 2022 | 4 |
EELV | POWERSHARES S&P EMERGI... | 4 | 4 | 0.23% | 0.41% | 0.66% | Q4 2015 | Q3 2016 | 4 |
HERO | GLOBAL X VIDEO GAMES &... | 4 | 4 | 0.00% | 0.31% | 1.24% | Q1 2021 | Q4 2021 | 4 |
NTI | NORTHERN TIER ENERGY L... | 2 | 2 | 0.09% | 0.28% | 0.53% | Q2 2013 | Q1 2016 | 4 |
QUAL | ISHARES TR | 4 | 4 | 0.23% | 0.24% | 0.24% | Q4 2022 | Q3 2023 | 4 |
VTI | VANGUARD TOTAL STOCK M... | 2 | 2 | 0.02% | 0.18% | 0.38% | Q2 2013 | Q1 2016 | 4 |
MTT | WESTERN ASSET MUN DEF ... | 3 | 1 | 0.01% | 0.18% | 0.38% | Q1 2016 | Q1 2018 | 4 |
OAK | Oaktree Capital Group LLC | 2 | 2 | 0.00% | 0.13% | 0.28% | Q2 2013 | Q1 2016 | 4 |
CII | BLACKROCK ENH CAP & IN... | 4 | 4 | 0.01% | 0.13% | 0.38% | Q4 2015 | Q3 2016 | 4 |
IQLT | ISHARES TR | 4 | 4 | 0.10% | 0.12% | 0.13% | Q4 2022 | Q3 2023 | 4 |
PBP | POWERSHARES S&P 500 BU... | 3 | 1 | 0.00% | 0.11% | 0.16% | Q1 2016 | Q1 2017 | 4 |
V | VISA INC COM CL A | 2 | 1 | 0.00% | 0.07% | 0.25% | Q2 2013 | Q3 2022 | 4 |
IVR | INVESCO MORTGAGE CAPIT... | 2 | 2 | 0.00% | 0.06% | 0.15% | Q2 2013 | Q1 2016 | 4 |
LITMAN GREGORY MSTRSAL... | 4 | 4 | 0.04% | 0.06% | 0.10% | Q4 2015 | Q3 2016 | 4 | |
NRF | NORTHSTAR RLTY FIN COR... | 4 | 4 | 0.05% | 0.06% | 0.07% | Q1 2016 | Q4 2016 | 4 |
TRP | TRANSCANADA CORP COM | 2 | 2 | 0.00% | 0.05% | 0.11% | Q2 2013 | Q1 2016 | 4 |
AGR | AVANGRID INC COM | 4 | 4 | 0.02% | 0.05% | 0.08% | Q4 2015 | Q3 2016 | 4 |
VANGUARD DIVIDEND GROW... | 4 | 4 | 0.03% | 0.05% | 0.07% | Q4 2015 | Q3 2016 | 4 | |
SPHQ | INVESCO EXCHANGE TRADE... | 4 | 4 | 0.03% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
VANGUARD/WELLINGTON FD... | 4 | 4 | 0.02% | 0.04% | 0.06% | Q4 2015 | Q3 2016 | 4 | |
Vanguard Short-Term In... | 3 | 1 | 0.00% | 0.03% | 0.05% | Q3 2013 | Q3 2016 | 4 | |
NYCB | NY COMMUNITY BANCORP INC | 2 | 2 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q1 2016 | 4 |
MESA | MESA AIR GROUP INC COM... | 4 | 4 | 0.00% | 0.03% | 0.07% | Q3 2019 | Q2 2020 | 4 |
PBT | PERMIAN BASIN RTY TR U... | 2 | 2 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q1 2016 | 4 |
EVENTIDE HEALTHCARE AN... | 4 | 4 | 0.01% | 0.02% | 0.04% | Q4 2015 | Q3 2016 | 4 | |
HYT | BLACKROCK CORPOR HI YL... | 4 | 4 | 0.00% | 0.02% | 0.07% | Q4 2015 | Q3 2016 | 4 |
DAL | DELTA AIR LINES INC DE... | 4 | 4 | 0.01% | 0.02% | 0.04% | Q4 2015 | Q3 2016 | 4 |
CELJF | CELLCOM ISRAEL LTD SHS | 2 | 2 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q1 2016 | 4 |
CLIPPER | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2015 | Q3 2016 | 4 | |
VANGUARD TOTAL STOCK M... | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2015 | Q3 2016 | 4 | |
IONS | IONIS PHARMACEUTICALS ... | 4 | 4 | 0.01% | 0.02% | 0.04% | Q4 2015 | Q3 2016 | 4 |
ETJ | EATON VANCE RISK MNGD ... | 4 | 4 | 0.00% | 0.02% | 0.04% | Q4 2015 | Q3 2016 | 4 |
OAKMARK SELECT I | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2015 | Q3 2016 | 4 | |
FXEU | POWERSHARES EUROPE CUR... | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2015 | Q3 2016 | 4 |
K | KELLOGG COMPANY | 2 | 2 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q1 2016 | 4 |
BX | BLACKSTONE INC COM | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q1 2022 | 4 |
AON | AON PLC SHS CL A | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q3 2016 | 4 |
VANGUARD INT'L GROWTH ... | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q3 2016 | 4 | |
OSTERWEIS | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q3 2016 | 4 | |
HMC | HONDA MOTOR LTD AMERN SHS | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q3 2016 | 4 |
JRS | NUVEEN REAL ESTATE INC... | 4 | 4 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q1 2020 | 4 |
DODGE & COX INCOME FD COM | 4 | 4 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q4 2016 | 4 | |
FEYE | FIREEYE INC COM | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q3 2016 | 4 |
JEPI | JPMORGAN EQUITY PREMIU... | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q2 2022 | 4 |
QSY | WISDOMTREE LARGECAP VA... | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q4 2016 | 4 |
FEDERATED ULTRA SHORT ... | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q4 2016 | 4 | |
SPTI | SPDR SERIES TRUST | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2019 | 4 |
BBEPQ | BREITBURN ENERGY PARTN... | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2016 | 4 |
FEDERATED INCOME INST ... | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q4 2016 | 4 | |
ANDV | ANDEAVOR COM | 4 | 4 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q2 2018 | 4 |
FTR | FRONTIER COMMUNICATION... | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2016 | 4 |
CXW | CORRECTIONS CORP AMER ... | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q3 2016 | 4 |
FEDERATED GOVERNMENT U... | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q4 2016 | 4 | |
VANGUARD INTERNATL VAL... | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q3 2016 | 4 | |
FDD | FIRST TRUST DOW JONES ... | 4 | 4 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q1 2020 | 4 |
RA | BROOKFIELD REAL ASSETS... | 4 | 4 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q1 2020 | 4 |
FXI | ISHARES CHINA LARGE-CA... | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q3 2016 | 4 |
KBWR | POWERSHARES KBW REGION... | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q4 2016 | 4 |
SYK | STRYKER CORP COM | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2017 | 4 |
UNH | UNITEDHEALTH GROUP INC... | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2022 | 4 |
FEDERATED STRATEGIC VA... | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q4 2016 | 4 | |
EWA | ISHARES MSCI AUSTRALIA... | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q4 2016 | 4 |
XEL | XCEL ENERGY INC COM | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2017 | 4 |
CCE | COCA COLA ENTERPRISES ... | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2016 | 4 |
DBA | POWERSHARES DB AGRICUL... | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2017 | 4 |
NVAX | NOVAVAX INC COM | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2016 | 4 |
FSK | FS INVT CORP COM | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2016 | 4 |
VOD | VODAFONE GROUP PLC NEW... | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2016 | 4 |
XTN | SPDR S&P TRANSPORTATIO... | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2016 | 4 |
LGCY | LEGACY RESVS INC COM | 4 | 4 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q2 2019 | 4 |
TLN | TALEN ENERGY CORP COM | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2016 | 4 |
GE Elfun Tax-Exempt In... | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2016 | 4 | |
VAN ECK INTERNATIONAL ... | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2017 | 4 | |
GOVT | ISHARES U.S. TREASURY ... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2022 | 4 |
TWEEDY BROWNE GLOBAL V... | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2016 | 4 | |
CNABQ | UNITED CANNABIS CORP COM | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2017 | 4 |
GNCMA | GENERAL COMMUNICATION ... | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2016 | 4 |
DOW | DOW INC COM | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
AFG | AMERICAN FINL GROUP IN... | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
PRU | PRUDENTIAL FINL INC COM | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
MET | METLIFE INC COM | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
HPQ | HP INC COM | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
NRG | NRG ENERGY INC COM NEW | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2016 | 4 |
VTRS | VIATRIS INC COM | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
CR | CRANE CO COM | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
FIS | FIDELITY NATL INFORMAT... | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
PEAK | HEALTHPEAK PROPERTIES ... | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
CGC | CANOPY GROWTH CORP COM | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
GLOG | GASLOG LTD SHS | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2016 | 4 |
IVZ | INVESCO LTD SHS | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
WCIC | WCI CMNTYS INC COM PAR... | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2016 | 4 |
KAR | KAR AUCTION SVCS INC COM | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
BHF | BRIGHTHOUSE FINL INC COM | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
GM | GENERAL MTRS CO COM | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
DD | DUPONT DE NEMOURS INC COM | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
IAA | IAA INC COM | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
TRI | THOMSON REUTERS CORP. ... | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
NMCI | NAVIOS MARITIME CONTAI... | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2019 | 4 |
VV | VANGUARD LARGE-CAP IND... | 2 | 1 | 0.51% | 1.17% | 2.28% | Q2 2013 | Q4 2015 | 3 |
IWR | ISHARES TR RUSSELL | 2 | 1 | 0.01% | 0.90% | 1.57% | Q2 2013 | Q4 2015 | 3 |
LINEQ | LINN ENERGY LLC UNIT L... | 2 | 1 | 0.01% | 0.58% | 1.19% | Q2 2013 | Q4 2015 | 3 |
HTS | HATTERAS FINL CORP COM | 2 | 1 | 0.03% | 0.56% | 1.04% | Q2 2013 | Q4 2015 | 3 |
GMLP | GOLAR LNG PARTNERS LP ... | 3 | 3 | 0.15% | 0.35% | 0.59% | Q4 2015 | Q2 2016 | 3 |
UAN | CVR PARTNERS LP COM | 2 | 1 | 0.00% | 0.28% | 0.63% | Q2 2013 | Q4 2015 | 3 |
BYLD | ISHARES YIELD OPTIMIZE... | 3 | 3 | 0.18% | 0.22% | 0.25% | Q1 2017 | Q3 2017 | 3 |
PAA | PLAINS ALL AMERN PIPEL... | 3 | 3 | 0.10% | 0.20% | 0.38% | Q4 2015 | Q2 2016 | 3 |
SPTN TOT MKT IDX ADV | 3 | 3 | 0.15% | 0.17% | 0.19% | Q4 2016 | Q2 2017 | 3 | |
ENLK | ENLINK MIDSTREAM PARTN... | 3 | 3 | 0.06% | 0.16% | 0.34% | Q4 2015 | Q2 2016 | 3 |
TOO | TEEKAY OFFSHORE PARTNE... | 2 | 1 | 0.04% | 0.16% | 0.26% | Q2 2013 | Q4 2015 | 3 |
SPHY | SPDR BOFA MERRILL LYNC... | 3 | 3 | 0.12% | 0.13% | 0.16% | Q1 2016 | Q3 2016 | 3 |
MCD | MCDONALDS CORP | 2 | 1 | 0.03% | 0.13% | 0.32% | Q2 2013 | Q4 2015 | 3 |
BSCG | GUGGENHEIM BULLETSHARE... | 3 | 3 | 0.09% | 0.12% | 0.15% | Q1 2016 | Q3 2016 | 3 |
EEM | ISHARES TR | 2 | 1 | 0.01% | 0.11% | 0.32% | Q2 2013 | Q1 2021 | 3 |
ACWV | ISHARES EDGE MSCI MIN ... | 3 | 3 | 0.08% | 0.11% | 0.12% | Q1 2017 | Q3 2017 | 3 |
NGLS | TARGA RES PARTNERS | 2 | 1 | 0.04% | 0.10% | 0.21% | Q2 2013 | Q4 2015 | 3 |
EFA | ISHARES TR | 1 | 1 | 0.02% | 0.10% | 0.23% | Q2 2013 | Q2 2017 | 3 |
PIMCO FLOATING INCOME A | 3 | 3 | 0.06% | 0.09% | 0.13% | Q4 2015 | Q2 2016 | 3 | |
IMGN | IMMUNOGEN INC COM | 2 | 1 | 0.02% | 0.08% | 0.13% | Q2 2013 | Q4 2015 | 3 |
BKEP | BLUEKNIGHT ENERGY PART... | 3 | 3 | 0.02% | 0.08% | 0.16% | Q4 2015 | Q2 2016 | 3 |
WR | WESTAR ENERGY INC COM | 2 | 1 | 0.01% | 0.07% | 0.14% | Q2 2013 | Q4 2015 | 3 |
D | Dominion Resources Inc/VA | 2 | 1 | 0.02% | 0.07% | 0.11% | Q2 2013 | Q4 2015 | 3 |
DTN | WISDOMTREE DIVIDEND EX... | 3 | 3 | 0.05% | 0.07% | 0.10% | Q4 2015 | Q2 2016 | 3 |
BDX | BECTON DICKINSON & CO COM | 2 | 1 | 0.04% | 0.07% | 0.09% | Q2 2013 | Q4 2015 | 3 |
MMP | MAGELLAN MIDSTREAM PRT... | 3 | 3 | 0.03% | 0.05% | 0.08% | Q4 2015 | Q2 2016 | 3 |
FTA | FIRST TRUST LARGE CAP ... | 3 | 3 | 0.03% | 0.05% | 0.06% | Q2 2019 | Q4 2019 | 3 |
EPD | ENTERPRISE PRODS PARTN... | 3 | 3 | 0.03% | 0.05% | 0.07% | Q4 2015 | Q2 2016 | 3 |
FIDELITY SELECT DEFENS... | 3 | 3 | 0.03% | 0.05% | 0.07% | Q4 2015 | Q2 2016 | 3 | |
WES | WESTERN GAS PARTNERS L... | 3 | 3 | 0.02% | 0.04% | 0.06% | Q4 2015 | Q2 2016 | 3 |
ARES | ARES MGMT L P COM UNIT... | 3 | 3 | 0.00% | 0.04% | 0.07% | Q4 2015 | Q2 2016 | 3 |
Franklin Income Fund | 2 | 1 | 0.00% | 0.04% | 0.07% | Q3 2013 | Q1 2016 | 3 | |
PROFESSIONALLY MANAGED... | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2016 | Q3 2016 | 3 | |
BSCN | GUGGENHEIM BULLETSHARE... | 2 | 1 | 0.00% | 0.03% | 0.08% | Q1 2016 | Q4 2016 | 3 |
PERFORMANCE TRUST MUNI... | 3 | 3 | 0.02% | 0.03% | 0.04% | Q1 2016 | Q3 2016 | 3 | |
RWK | INVESCO S&P MIDCAP 400... | 3 | 3 | 0.02% | 0.03% | 0.04% | Q2 2019 | Q4 2019 | 3 |
PERFORMANCE TRUST TOTA... | 3 | 3 | 0.02% | 0.03% | 0.04% | Q2 2016 | Q4 2016 | 3 | |
BXMX | NUVEEN S&P 500 BUY-WRI... | 3 | 3 | 0.01% | 0.03% | 0.05% | Q4 2015 | Q2 2016 | 3 |
AAIC | ARLINGTON ASSET INVT C... | 2 | 1 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q4 2015 | 3 |
FIDELITY SELECT HEALTH... | 3 | 3 | 0.02% | 0.02% | 0.04% | Q4 2015 | Q2 2016 | 3 | |
BJRI | BJS RESTAURANTS INC COM | 3 | 3 | 0.01% | 0.02% | 0.03% | Q4 2015 | Q2 2016 | 3 |
SJM | SMUCKER J M CO COM NEW | 3 | 3 | 0.01% | 0.02% | 0.03% | Q1 2016 | Q3 2016 | 3 |
PCEF | INVESCO CEF INCOME COM... | 3 | 3 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q4 2018 | 3 |
MAIN | MAIN STREET CAPITAL CO... | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2015 | Q2 2016 | 3 |
GAIN | GLADSTONE INVT CORP COM | 3 | 3 | 0.00% | 0.02% | 0.03% | Q4 2015 | Q2 2016 | 3 |
RTN | RAYTHEON CO COM NEW | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2019 | 3 |
MIN | MFS INTER INCOME TR SH... | 3 | 3 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q3 2016 | 3 |
CMI | CUMMINS INC COM | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q2 2016 | 3 |
ISL | ABERDEEN ISRAEL FUND I... | 3 | 3 | 0.01% | 0.01% | 0.02% | Q3 2017 | Q1 2018 | 3 |
AGMPRC | FEDERAL AGRIC MTG CORP... | 3 | 3 | 0.01% | 0.01% | 0.02% | Q3 2017 | Q1 2018 | 3 |
OIH | MARKET VECTORS OIL SER... | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2016 | 3 |
JHI | HANCOCK JOHN INVS TR COM | 3 | 3 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q3 2016 | 3 |
RAI | REYNOLDS AMERICAN INC COM | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q3 2016 | 3 |
ADM | ARCHER DANIELS MIDLAND... | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q3 2016 | 3 |
MDVN | MEDIVATION INC COM | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q2 2016 | 3 |
LVS | LAS VEGAS SANDS CORP COM | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q4 2016 | 3 |
VANGUARD REIT INDEX FD | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q2 2016 | 3 | |
DBEF | X-TRACKERS MSCI EAFE H... | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q1 2021 | 3 |
IBB | ISHARES NASDAQ BIOTECH... | 2 | 1 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q4 2016 | 3 |
DFJ | WISDOMTREE JAPAN SMALL... | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q3 2018 | 3 |
BBJP | JPMORGAN BETABUILDERS ... | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q4 2019 | 3 |
PSAPRD | PUBLIC STORAGE DEP SHS... | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q1 2018 | 3 |
PSAPRB | PUBLIC STORAGE DEP RPS... | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q1 2018 | 3 |
BBTPRDCL | BB&T CORP DEP SHS REPS... | 3 | 3 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q1 2018 | 3 |
PEJ | INVESCO DYNAMIC LEISUR... | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q4 2018 | 3 |
VANGUARD WELLESLEY INC... | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q2 2016 | 3 | |
FXD | FIRST TRUST CONSUMER D... | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2016 | 3 |
FDN | FIRST TRUST DOW JONES ... | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2016 | 3 |
ITB | ISHARES U.S. HOME CONS... | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q2 2016 | 3 |
HYD | VANECK VECTORS HIGH-YI... | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2016 | 3 |
MOS | MOSAIC CO NEW COM | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2016 | 3 |
GE Elfun Income Fund | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2016 | 3 | |
ANTM | ELEVANCE HEALTH INC COM | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
BKLN | POWERSHARES SENIOR LOA... | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2016 | 3 |
XRT | SPDR S&P RETAIL ETF | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2016 | 3 |
KLAC | KLA CORP COM NEW | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
PGF | POWERSHARES FINANCIAL ... | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2016 | 3 |
LPLA | LPL FINL HLDGS INC COM | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
TFC | TRUIST FINL CORP COM | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q4 2021 | 3 |
SCHH | SCHWAB U.S. REIT ETF | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 3 |
ROST | ROSS STORES INC COM | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
BP | BP PLC SPONSORED ADR | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2016 | 3 |
FIDELITY MID CAP STOCK | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2016 | 3 | |
LUCID GROUP INC COM | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 | |
NOBL | PROSHARES S&P 500 DIVI... | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 3 |
IEP | ICAHN ENTERPRISES LP D... | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2020 | 3 |
DIA | SPDR DOW JONES INDUSTR... | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 3 |
QRVO | QORVO INC COM | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2017 | 3 |
EMB | ISHARES J.P. MORGAN US... | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2021 | 3 |
NMM | NAVIOS MARITIME PARTNE... | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
TEMPLETON GLOBAL BOND A | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2016 | 3 | |
CCI | CROWN CASTLE INTL CORP... | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 3 |
FIDELITY EQUITY INCOME | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2016 | 3 | |
EA | ELECTRONIC ARTS INC COM | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
HDV | ISHARES CORE HIGH DIVI... | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 3 |
OREXQ | OREXIGEN THERAPEUTICS ... | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2017 | 3 |
MBRX | MOLECULIN BIOTECH INC COM | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2017 | 3 |
FRANKLIN GOLD AND PREC... | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2016 | 3 | |
TLSYY | TELSTRA CORP LTD SPON ... | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 3 |
VIAV | VIAVI SOLUTIONS INC COM | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2016 | 3 |
STLT | SPOTLIGHT INNOVATION I... | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2017 | 3 |
GENERAL ELECTRIC CO CO... | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 | |
PPHM | PEREGRINE PHARMACEUTIC... | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2017 | 3 |
OGN | ORGANON & CO COMMON STOCK | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
LITE | LUMENTUM HLDGS INC COM | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2016 | 3 |
VNRWQ | VNR FIN CORP WT EXP 02... | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2018 | 3 |
RBLX | ROBLOX CORP CL A | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
IOO | ISHARES TR | 2 | 2 | 1.38% | 1.63% | 1.88% | Q2 2013 | Q3 2013 | 2 |
SPDR SSGA U.S. SECTOR ... | 2 | 2 | 1.08% | 1.11% | 1.14% | Q2 2020 | Q3 2020 | 2 | |
MORT | MARKET VECTORS MORTGAG... | 2 | 2 | 0.33% | 0.92% | 1.50% | Q4 2015 | Q1 2016 | 2 |
PVR | PVR PARTNERS L P | 2 | 2 | 0.60% | 0.81% | 1.03% | Q2 2013 | Q3 2013 | 2 |
DMLP | Dorchester Minerals LP | 2 | 2 | 0.52% | 0.69% | 0.85% | Q2 2013 | Q3 2013 | 2 |
KKR | KKR & CO L P DEL | 2 | 2 | 0.46% | 0.67% | 0.89% | Q2 2013 | Q3 2013 | 2 |
FIDELITY FREEDOM 2025 ... | 2 | 2 | 0.45% | 0.59% | 0.74% | Q4 2015 | Q1 2016 | 2 | |
XLSR | SSGA ACTIVE TR | 1 | 1 | 0.00% | 0.56% | 1.13% | Q4 2020 | Q2 2021 | 2 |
STON | STONEMOR PARTNERS LP | 2 | 2 | 0.45% | 0.52% | 0.59% | Q2 2013 | Q3 2013 | 2 |
RHNO | Rhino Resource Partner... | 2 | 2 | 0.30% | 0.50% | 0.71% | Q2 2013 | Q3 2013 | 2 |
CLMT | Calumet Specialty Prod... | 2 | 2 | 0.41% | 0.50% | 0.60% | Q2 2013 | Q3 2013 | 2 |
QRE | QR ENERGY LP | 2 | 2 | 0.30% | 0.50% | 0.70% | Q2 2013 | Q3 2013 | 2 |
HCRSQ | HI-CRUSH PARTNERS LP | 2 | 2 | 0.32% | 0.46% | 0.60% | Q2 2013 | Q3 2013 | 2 |
CPI | IQ Real Return ETF | 2 | 2 | 0.04% | 0.45% | 0.87% | Q2 2013 | Q3 2013 | 2 |
RNF | Rentech Nitrogen Partn... | 2 | 2 | 0.24% | 0.45% | 0.66% | Q2 2013 | Q3 2013 | 2 |
VOD | VODAFONE GROUP SPON | 2 | 2 | 0.22% | 0.24% | 0.26% | Q2 2013 | Q3 2013 | 2 |
GOOGL | GOOGLE INC | 2 | 2 | 0.10% | 0.21% | 0.33% | Q2 2013 | Q3 2013 | 2 |
4945SC | Kinder Morgan Energy P... | 2 | 2 | 0.21% | 0.21% | 0.22% | Q2 2013 | Q3 2013 | 2 |
EEP | Enbridge Energy Partne... | 2 | 2 | 0.13% | 0.19% | 0.25% | Q2 2013 | Q3 2013 | 2 |
TTE | TOTAL SPON ADR EA | 2 | 2 | 0.16% | 0.18% | 0.20% | Q2 2013 | Q3 2013 | 2 |
TFI | SPDR SERIES TRUST | 2 | 2 | 0.14% | 0.17% | 0.21% | Q2 2013 | Q3 2013 | 2 |
PSE | Pioneer Southwest Ener... | 2 | 2 | 0.15% | 0.16% | 0.17% | Q2 2013 | Q3 2013 | 2 |
MGK | VANGUARD WORLD FD | 2 | 2 | 0.13% | 0.15% | 0.18% | Q2 2013 | Q3 2013 | 2 |
SRC | SPIRIT RLTY CAP INC NE... | 2 | 2 | 0.10% | 0.12% | 0.15% | Q4 2015 | Q1 2016 | 2 |
BWP | Boardwalk Pipeline Par... | 2 | 2 | 0.09% | 0.11% | 0.13% | Q2 2013 | Q3 2013 | 2 |
MGV | VANGUARD WORLD FD | 2 | 2 | 0.09% | 0.11% | 0.13% | Q2 2013 | Q3 2013 | 2 |
AET | AETNA INC NEW | 2 | 2 | 0.09% | 0.11% | 0.13% | Q2 2013 | Q3 2013 | 2 |
3101SC | COMMONWEALTH REIT | 2 | 2 | 0.05% | 0.10% | 0.16% | Q2 2013 | Q3 2013 | 2 |
VANGUARD WELLINGTON FUND | 2 | 2 | 0.08% | 0.10% | 0.13% | Q4 2015 | Q1 2016 | 2 | |
PDH | PETROLOGISTICS LP | 2 | 2 | 0.10% | 0.10% | 0.10% | Q2 2013 | Q3 2013 | 2 |
QAI | IndexIQ ETF Trust - IQ... | 2 | 2 | 0.08% | 0.10% | 0.11% | Q2 2013 | Q3 2013 | 2 |
GILD | Gilead Sciences Inc | 2 | 2 | 0.08% | 0.09% | 0.10% | Q2 2013 | Q3 2013 | 2 |
PGHEF | Pengrowth Energy Corp | 2 | 2 | 0.08% | 0.09% | 0.10% | Q2 2013 | Q3 2013 | 2 |
WNAPRCL | WACHOVIA PFD FUNDING | 2 | 2 | 0.07% | 0.09% | 0.11% | Q2 2013 | Q3 2013 | 2 |
IVW | ISHARES S&P 500 GROWTH... | 2 | 2 | 0.08% | 0.09% | 0.09% | Q2 2019 | Q3 2019 | 2 |
RWR | SPDR DOW JONES REIT ETF | 2 | 2 | 0.08% | 0.09% | 0.09% | Q3 2019 | Q4 2019 | 2 |
TRGP | TARGA RES CORP COM | 2 | 2 | 0.07% | 0.09% | 0.10% | Q1 2016 | Q2 2016 | 2 |
2108SC | El Paso Pipeline Partn... | 2 | 2 | 0.07% | 0.08% | 0.10% | Q2 2013 | Q3 2013 | 2 |
COST | COSTCO WHSL CORP NEW COM | 1 | 1 | 0.01% | 0.08% | 0.15% | Q3 2013 | Q4 2015 | 2 |
FRANKLIN HIGH YIELD TA... | 2 | 2 | 0.05% | 0.07% | 0.10% | Q4 2015 | Q1 2016 | 2 | |
PACIFIC CAPITAL TAX FR... | 2 | 2 | 0.06% | 0.07% | 0.08% | Q2 2016 | Q3 2016 | 2 | |
IEF | ISHARES BARCLAYS | 2 | 2 | 0.06% | 0.07% | 0.08% | Q2 2013 | Q3 2013 | 2 |
CRZO | Carrizo Oil & Gas Inc | 2 | 2 | 0.06% | 0.07% | 0.08% | Q2 2013 | Q3 2013 | 2 |
GSJK | Compressco Partners LP | 2 | 2 | 0.06% | 0.07% | 0.08% | Q2 2013 | Q3 2013 | 2 |
WORLD GOLD TR | 2 | 2 | 0.06% | 0.07% | 0.08% | Q1 2023 | Q2 2023 | 2 | |
AOD | ALPINE TOTAL DYNAMIC | 2 | 2 | 0.05% | 0.06% | 0.08% | Q2 2013 | Q3 2013 | 2 |
SDOCQ | SandRidge Energy Inc | 2 | 2 | 0.06% | 0.06% | 0.07% | Q2 2013 | Q3 2013 | 2 |
PGC | Peapack Gladstone Fina... | 2 | 2 | 0.05% | 0.06% | 0.07% | Q2 2013 | Q3 2013 | 2 |
EXL | Excel Trust Inc | 2 | 2 | 0.04% | 0.06% | 0.07% | Q2 2013 | Q3 2013 | 2 |
TNH | Terra Nitrogen Co LP | 2 | 2 | 0.04% | 0.06% | 0.07% | Q2 2013 | Q3 2013 | 2 |
GRES | IQ Global Resources ETF | 2 | 2 | 0.05% | 0.06% | 0.06% | Q2 2013 | Q3 2013 | 2 |
WTR | AQUA AMERICA INC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q2 2013 | Q3 2013 | 2 |
ERF | ENERPLUS CORPORATION | 2 | 2 | 0.04% | 0.05% | 0.06% | Q2 2013 | Q3 2013 | 2 |
PETS | PETMEDEXPRESS INC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2013 | Q3 2013 | 2 |
DODGE & COX STOCK FUND | 1 | 1 | 0.04% | 0.05% | 0.06% | Q3 2013 | Q4 2015 | 2 | |
EOI | EATON VANCE ENHANCED E... | 2 | 2 | 0.02% | 0.05% | 0.08% | Q4 2015 | Q1 2016 | 2 |
ETR | ENTERGY CORP NEW | 2 | 2 | 0.04% | 0.05% | 0.06% | Q2 2013 | Q3 2013 | 2 |
AMERICAN CENTURY EQUIT... | 2 | 2 | 0.03% | 0.04% | 0.05% | Q4 2015 | Q1 2016 | 2 | |
MDR | McDermott Internationa... | 2 | 2 | 0.01% | 0.04% | 0.07% | Q2 2013 | Q3 2013 | 2 |
EOD | WELLS FARGO GLOBAL DIV... | 2 | 2 | 0.01% | 0.04% | 0.06% | Q4 2015 | Q1 2016 | 2 |
IWP | ISHARES RUSSELL MID-CA... | 1 | 1 | 0.02% | 0.04% | 0.05% | Q4 2015 | Q2 2019 | 2 |
PWE | Penn West Petroleum Ltd | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2013 | Q3 2013 | 2 |
NVS | NOVARTIS A G SPONSORED... | 1 | 1 | 0.00% | 0.04% | 0.07% | Q3 2013 | Q1 2016 | 2 |
FRANKLIN UTILITIES CLA... | 2 | 2 | 0.03% | 0.03% | 0.04% | Q4 2015 | Q1 2016 | 2 | |
CNP | CENTERPOINT ENERGY INC... | 2 | 2 | 0.01% | 0.03% | 0.05% | Q4 2015 | Q1 2016 | 2 |
DTEGY | DEUTSCHE TELEKOM AG | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q3 2013 | 2 |
EXC | EXELON CORP COM | 2 | 2 | 0.01% | 0.03% | 0.05% | Q4 2015 | Q1 2016 | 2 |
ALPINE DYNAMIC DIVIDEN... | 2 | 2 | 0.02% | 0.03% | 0.04% | Q4 2015 | Q1 2016 | 2 | |
PIMCO FDS PAC INVT MGM... | 2 | 2 | 0.02% | 0.03% | 0.03% | Q1 2016 | Q2 2016 | 2 | |
SAGG | DIREXION DAILY TOTAL B... | 1 | 1 | 0.00% | 0.03% | 0.05% | Q3 2013 | Q1 2016 | 2 |
HARTFORD GROWTH ALLOCA... | 2 | 2 | 0.02% | 0.03% | 0.03% | Q4 2015 | Q1 2016 | 2 | |
SUNAMERICA FOCUSED DIV... | 2 | 2 | 0.02% | 0.03% | 0.03% | Q4 2015 | Q1 2016 | 2 | |
SNY | SANOFI SPONSORED | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q3 2013 | 2 |
GLENMEDE LARGE CAP GROWTH | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2015 | Q1 2016 | 2 | |
TM | TOYOTA MOTOR CORP | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q3 2013 | 2 |
IWM | ISHARES RUSSELL 2000 ETF | 1 | 1 | 0.01% | 0.02% | 0.03% | Q4 2015 | Q2 2017 | 2 |
ISIL | INTERSIL CORP CL A | 2 | 2 | 0.01% | 0.02% | 0.04% | Q4 2015 | Q1 2016 | 2 |
PRFZ | INVESCO FTSE RAFI US 1... | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q3 2019 | 2 |
FYX | FIRST TRUST SMALL CAP ... | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q3 2019 | 2 |
EWJ | ISHARES MSCI JAPAN ETF | 2 | 2 | 0.01% | 0.02% | 0.04% | Q4 2015 | Q1 2016 | 2 |
PBR | Petroleo Brasileiro SA | 2 | 2 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2013 | 2 |
PARNASSUS EQUITY INCOM... | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q1 2016 | 2 | |
OGS | ONE GAS INC COM | 2 | 2 | 0.00% | 0.02% | 0.03% | Q4 2015 | Q1 2016 | 2 |
NUVEEN TENNESSEE MUNI ... | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q3 2016 | 2 | |
MANT | MANTECH INTL CORP CL A | 2 | 2 | 0.00% | 0.02% | 0.03% | Q4 2015 | Q1 2016 | 2 |
NXR | NUVEEN SELECT TAX FREE... | 1 | 1 | 0.01% | 0.02% | 0.03% | Q1 2016 | Q1 2018 | 2 |
RY | ROYAL BANK OF CANADA | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2013 | 2 |
ACWI | ISHARES MSCI ACWI INDE... | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q3 2019 | 2 |
AMERICAN INVESTMENT CO... | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2015 | Q1 2016 | 2 | |
BK | BANK NEW YORK MELLON C... | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2015 | Q1 2016 | 2 |
TRI | THOMSON REUTERS CORP COM | 2 | 2 | 0.01% | 0.02% | 0.02% | Q1 2016 | Q2 2016 | 2 |
DD | DU PONT E I DE NEMOURS... | 1 | 1 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q4 2015 | 2 |
AMERICAN SMALLCAP WORL... | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2015 | Q1 2016 | 2 | |
HCP | HCP INC COM | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2015 | Q1 2016 | 2 |
EWJ | ISHARES MSCI JAPAN ETF | 2 | 2 | 0.00% | 0.02% | 0.03% | Q3 2018 | Q4 2018 | 2 |
ADP | AUTOMATIC DATA PROCESS... | 1 | 1 | 0.01% | 0.02% | 0.02% | Q4 2015 | Q3 2016 | 2 |
SCZ | ISHARES MSCI EAFE SMAL... | 2 | 2 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q4 2018 | 2 |
MANNING & NAPIER PRO B... | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q1 2016 | 2 | |
PXD | PIONEER NAT RES CO COM | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q1 2016 | 2 |
DON | WISDOMTREE TR | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2013 | 2 |
LRLCY | L'Oreal SA | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2013 | 2 |
INVESCO CHARTER A | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q1 2016 | 2 | |
MFS INTERNATIONAL VALU... | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q1 2016 | 2 | |
METROPOLITAN WEST LOW ... | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q2 2016 | 2 | |
GPS | GAP INC DEL COM | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q1 2016 | 2 |
NFLT | NEWFLEET MULTI-SECTOR ... | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q3 2016 | 2 |
INO | Inovio Pharmaceuticals... | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2013 | 2 |
Franklin Templeton Fou... | 1 | 1 | 0.01% | 0.01% | 0.02% | Q3 2013 | Q4 2015 | 2 | |
WHXT | Whiting USA Trust I | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
AOD | ALPINE TOTAL DYNAMIC D... | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q1 2016 | 2 |
VOE | VANGUARD MID-CAP VALUE... | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2015 | 2 |
HPI | HANCOCK JOHN PFD INCOM... | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q1 2016 | 2 |
TDS | TELEPHONE & DATA SYS I... | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q2 2016 | 2 |
DXJR | WISDOMTREE JAPAN HEDGE... | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q2 2016 | 2 |
RWX | SPDR DOW JONES INTERNA... | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q1 2016 | 2 |
FIDELITY ADVISOR SMALL... | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q1 2016 | 2 | |
XHS | SPDR S&P HEALTH CARE S... | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q2 2016 | 2 |
EWI | ISHARES MSCI ITALY ETF | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
HTR | BROOKFIELD TOTAL RETUR... | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q1 2016 | 2 |
MCK | MCKESSON CORP COM | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q3 2016 | 2 |
FRA | BLACKROCK FLOAT RATE O... | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q1 2016 | 2 |
FXH | First Trust Health Car... | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
DIG | PROSHARES ULTRA OIL & GAS | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q1 2016 | 2 |
CCMP | CABOT MICROELECTRONICS... | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q1 2016 | 2 |
BTI | BRITISH AMERN TOB PLC ... | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2016 | 2 |
L | LOEWS CORP COM | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2019 | 2 |
CIM | CHIMERA INVT CORP COM NEW | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q1 2016 | 2 |
HEFA | ISHARES CURRENCY HEDGE... | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
GWW | W W GRAINGER INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q1 2016 | 2 |
RAD | RITE AID CORP COM | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q1 2016 | 2 |
IEZ | ISHARES U.S. OIL EQUIP... | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
FIDELITY ADVISOR EQUIT... | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q1 2016 | 2 | |
EMC | E M C CORP MASS COM | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q1 2016 | 2 |
PBS | POWERSHARES EXCHANGE | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
JPMORGAN HEDGED EQUITY... | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q1 2016 | 2 | |
NVCR | NOVOCURE LTD ORD SHS | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q3 2016 | 2 |
HENDERSON GLOBAL EQUIT... | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q1 2016 | 2 | |
WELLS FARGO ADVANTAGE ... | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q1 2016 | 2 | |
CXW | CORECIVIC INC COM | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q1 2017 | 2 |
CBSH | COMMERCE BANCSHARES IN... | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2019 | 2 |
ARPJQ | ATLAS RESOURCE PARTNER... | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q4 2015 | 2 |
FIDELITY GOVERNMENT IN... | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q2 2016 | 2 | |
PHD | PIONEER FLOATING RATE ... | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q1 2016 | 2 |
UGI | UGI CORP NEW COM | 2 | 2 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q4 2019 | 2 |
JCE | NUVEEN CORE EQUITY ALP... | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q1 2016 | 2 |
FIDELITY ADV STRAT DIV... | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q1 2016 | 2 | |
HEWJ | ISHARES CURRENCY HEDGE... | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q1 2017 | 2 |
VANGUARD CA INTERM TER... | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q4 2016 | 2 | |
FRANKLIN HIGH INCOMEFD... | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q1 2016 | 2 | |
ITC | ITC HLDGS CORP COM | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q1 2016 | 2 |
NCV | ALLIANZGI CONV & INCOM... | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2016 | 2 |
ZTR | ZWEIG TOTAL RETURN FD ... | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q1 2016 | 2 |
ES | EVERSOURCE ENERGY COM | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q1 2016 | 2 |
BAX | BAXTER INTL INC COM | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q1 2016 | 2 |
BXLT | BAXALTA INC COM | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q1 2016 | 2 |
IRC | INLAND REAL ESTATE COR... | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q1 2016 | 2 |
VANGUARD FIXED INCOME ... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2017 | 2 | |
DEM | WISDOMTREE TR | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
BGR | BLACKROCK ENERGY & RES... | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q1 2016 | 2 |
VANGUARD INTERM TRSY F... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2016 | 2 | |
HTA | HEALTHCARE TR AMER INC... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2016 | 2 |
DFA FIVE-YEAR GLOBAL F... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2016 | 2 | |
FIDELITY TOTAL BOND | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2016 | 2 | |
MUNDER MIDCAP CORE GRO... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2016 | 2 | |
NRO | NEUBERGER BERMAN RE ES... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2016 | 2 |
TXT | TEXTRON INC COM | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q1 2016 | 2 |
TEMPLETON GLOBAL BOND ... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2016 | 2 | |
SCD | LMP CAP & INCOME FD IN... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2016 | 2 |
FID SHORT TERM BOND | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2016 | 2 | |
ETP | ENERGY TRANSFER PARTNE... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 |
VMBS | VANGUARD MORTGAGE-BACK... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
WELL | WELLTOWER INC COM | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
ZNOG | ZION OIL & GAS INC COM | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2016 | 2 |
DFA U.S. CORE EQUITY 2... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2016 | 2 | |
ANH | ANWORTH MORTGAGE ASSET... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2016 | 2 |
SRV | CUSHING MLP TOTAL RETU... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2016 | 2 |
KATE | KATE SPADE & CO COM | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2017 | 2 |
PIMCO SHORT TERM ADMIN... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2016 | 2 | |
OPPENHEIMER EQUITY INC... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2016 | 2 | |
PIMCO TOTAL RETURN ADM... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2016 | 2 | |
DFA GLOBAL REAL ESTATE... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2016 | 2 | |
DFA U.S. LARGE CAP VALUE | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2016 | 2 | |
IUSG | ISHARES CORE S&P U.S. ... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
BNDX | VANGUARD TOTAL INTERNA... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
JENNISON SMALL COMPANY... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2016 | 2 | |
DFA US VECTOR EQUITY P... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2016 | 2 | |
RPG | GUGGENHEIM S&P 500 PUR... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2016 | 2 |
CSAL | COMMUNICATIONS SALES&L... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2016 | 2 |
CTXS | CITRIX SYS INC COM | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2017 | 2 |
ALLIANZ PEA GROWTH CLA... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2016 | 2 | |
DFA EMERGING MARKETS C... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2016 | 2 | |
MSRT | MASSROOTS INC COM | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2017 | 2 |
HYH | HALYARD HEALTH INC COM | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2016 | 2 |
APHA | APHRIA INC COM | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
KMIWS | KINDER MORGAN INC DEL ... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2016 | 2 |
DFA EMERGING MARKETS V... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2016 | 2 | |
SYLVAMO CORP COMMON STOCK | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 | |
POT | POTASH CORP SASK INC COM | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2016 | 2 |
OXYWS | OCCIDENTAL PETE CORP W... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
WIN | WINDSTREAM HLDGS INC C... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2016 | 2 |
TLRY | TILRAY INC COM CL 2 | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
DFA INTL VALUE | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2016 | 2 | |
FIFTH MKT INC PFD SER ... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2017 | 2 | |
DFA INTERNATIONAL VECT... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2016 | 2 | |
CRANE HLDGS CO COM | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 | |
DFA INTERNATIONAL CORE... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2016 | 2 | |
LDUR | PIMCO ETF TR | 1 | 1 | 2.86% | 2.86% | 2.86% | Q3 2023 | Q3 2023 | 1 |
BSJF | GUGGENHEIM BULLETSHARE... | 1 | 1 | 1.20% | 1.20% | 1.20% | Q4 2015 | Q4 2015 | 1 |
EROC | EAGLE ROCK ENERGY | 1 | 1 | 0.78% | 0.78% | 0.78% | Q2 2013 | Q2 2013 | 1 |
MTUM | ISHARES MSCI USA MOMEN... | 1 | 1 | 0.76% | 0.76% | 0.76% | Q2 2022 | Q2 2022 | 1 |
First Trust 4012 - US ... | 1 | 1 | 0.40% | 0.40% | 0.40% | Q3 2013 | Q3 2013 | 1 | |
BLACKROCK MULTI ASSET ... | 1 | 1 | 0.37% | 0.37% | 0.37% | Q1 2017 | Q1 2017 | 1 | |
MDT | Medtronic Inc | 1 | 1 | 0.36% | 0.36% | 0.36% | Q3 2013 | Q3 2013 | 1 |
Invesco Unit Trusts Sr... | 1 | 1 | 0.34% | 0.34% | 0.34% | Q3 2013 | Q3 2013 | 1 | |
MA | MasterCard Inc | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2013 | Q3 2013 | 1 |
Franklin Income Fund | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2013 | Q3 2013 | 1 | |
WIN | WINDSTREAM CORP COM | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2013 | Q2 2013 | 1 |
FIDELITY ADVISOR BALAN... | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2015 | Q4 2015 | 1 | |
FPA CRESCENT INST SHARE | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2015 | Q4 2015 | 1 | |
First Trust 4282 Richa... | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2013 | Q3 2013 | 1 | |
Invesco Unit Tr Srs 13... | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2013 | Q3 2013 | 1 | |
Invesco Unit Tr Srs 13... | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2013 | Q3 2013 | 1 | |
BCSPRCL | BARCLAYS BANK PLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2013 | Q3 2013 | 1 |
Invesco Unit Trusts Sr... | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2013 | Q3 2013 | 1 | |
Invesco Unit Tr MLP & ... | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2013 | Q3 2013 | 1 | |
CL | Colgate-Palmolive Co | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2013 | Q3 2013 | 1 |
SPMO | INVESCO S&P 500 MOMENT... | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2022 | Q2 2022 | 1 |
WFM | Whole Foods Market Inc | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2013 | Q3 2013 | 1 |
FDO | Family Dollar Stores Inc | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2013 | Q3 2013 | 1 |
VIRTUS REAL ESTATE CAP... | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2017 | Q2 2017 | 1 | |
LNCOQ | LINN CO LLC COM SHS | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2013 | Q2 2013 | 1 |
FPA NEW INCOME | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2015 | Q4 2015 | 1 | |
PPG | PPG Industries Inc | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2013 | Q3 2013 | 1 |
Berkshire Hathaway Inc | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2013 | Q3 2013 | 1 | |
SCHWAB S&P 500 INDEX | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2017 | Q2 2017 | 1 | |
SPUS | SP FUNDS S&P 500 SHARI... | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2020 | Q3 2020 | 1 |
AEE | AMEREN CORP | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2013 | Q2 2013 | 1 |
SPSK | SP FUNDS DOW JONES GLO... | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2020 | Q3 2020 | 1 |
WPRT | Westport Innovations Inc | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2013 | Q3 2013 | 1 |
BIL | SPDR SERIES TRUST | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2013 | Q2 2013 | 1 |
WAG | Walgreen Co | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2013 | Q3 2013 | 1 |
YUM | Yum! Brands Inc | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2013 | Q3 2013 | 1 |
ECTM | ECA Marcellus Trust I | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2013 | Q3 2013 | 1 |
Transocean Ltd | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2013 | Q3 2013 | 1 | |
BLACKROCK STRATEGIC IN... | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2015 | Q4 2015 | 1 | |
Eaton Vance Floating-R... | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2013 | Q3 2013 | 1 | |
JRI | Nuveen Real Asset Inco... | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2013 | Q3 2013 | 1 |
MOO | Market Vectors Agribus... | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2013 | Q3 2013 | 1 |
CHK | Chesapeake Energy Corp | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2013 | Q3 2013 | 1 |
WORLD GOLD TR | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 | |
WAC | WALTER INVT MGMT | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2013 | Q2 2013 | 1 |
BBL | BHP Billiton PLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2013 | Q3 2013 | 1 |
GNRC | Generac Holdings Inc | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2013 | Q3 2013 | 1 |
DODGE & COX INTERNATIO... | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2015 | Q4 2015 | 1 | |
Lazard Emerging Market... | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2013 | Q3 2013 | 1 | |
MFS MERIDIAN GLOBAL EQ... | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2015 | Q4 2015 | 1 | |
GIMO | Gigamon Inc | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2013 | Q3 2013 | 1 |
Buffalo Small Cap Fund... | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2013 | Q3 2013 | 1 | |
IWO | ISHARES RUSSELL 2000 G... | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2015 | Q4 2015 | 1 |
CLDX | Celldex Therapeutics Inc | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2013 | Q3 2013 | 1 |
HLAL | WAHED FTSE USA SHARIAH... | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2020 | Q3 2020 | 1 |
CAUSEWAY INTERNATIONAL... | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2015 | Q4 2015 | 1 | |
Northern Small Cap Val... | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2013 | Q3 2013 | 1 | |
Dreyfus Appreciation F... | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2013 | Q3 2013 | 1 | |
BlackRock Equity Divid... | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2013 | Q3 2013 | 1 | |
AOK | ISHARES TR | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
T ROWE PRICE DIVIDEND ... | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2015 | Q4 2015 | 1 | |
AMERICAN FUNDS THE GRO... | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2015 | Q4 2015 | 1 | |
HARBOR CAPITAL APPRECI... | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2015 | Q4 2015 | 1 | |
VIRTUS EMERGING MARKET... | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2015 | Q4 2015 | 1 | |
IWD | ISHARES RUSSELL 1000 V... | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2017 | Q2 2017 | 1 |
SRDX | SurModics Inc | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2013 | Q3 2013 | 1 |
VANGUARD 500 INDEX FD - A | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2015 | Q4 2015 | 1 | |
WESTSHORE TERMINALS | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q2 2013 | 1 | |
FIDELITY ADVISOR CONVE... | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2015 | Q4 2015 | 1 | |
SOUND SHORE FD INC INS... | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2015 | Q4 2015 | 1 | |
IHIT | INVESCO HIGH INCOME 20... | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q2 2019 | 1 |
CALAMOS GROWTH & INCOM... | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2015 | Q4 2015 | 1 | |
VANGUARD EXTENDED MARK... | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2015 | Q4 2015 | 1 | |
HSBC | HSBC HOLDINGS PLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q2 2013 | 1 |
Artisan Mid Cap Fund | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2013 | Q3 2013 | 1 | |
JCI | Johnson Controls Inc | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2013 | Q3 2013 | 1 |
Goldman Sachs Mid Cap ... | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2013 | Q3 2013 | 1 | |
Munder MidCap Core Gro... | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2013 | Q3 2013 | 1 | |
VANGUARD GROWTH INDEX ... | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2015 | Q4 2015 | 1 | |
DFE | WISDOMTREE EUROPE SMAL... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2016 | Q1 2016 | 1 |
BLV | VANGUARD BD INDEX | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
LVMUY | LVMH MOET-HENNESSY | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
ZTS | Zoetis Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q3 2013 | 1 |
WFCPRJCL | WELLS FARGO & COMPANY | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q3 2013 | 1 |
TBT | ProShares UltraShort 2... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q3 2013 | 1 |
ARR | ARMOUR Residential REI... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q3 2013 | 1 |
Oakmark Fund | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q3 2013 | 1 | |
MTN | VAIL RESORTS INC COM | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q2 2016 | 1 |
CHD | CHURCH & DWIGHT INC COM | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
CALAMOS GROWTH A | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 | |
AMERICAN BALANCED CLASS A | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 | |
NVO | NOVO-NORDISK AS | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
SAP | SAP AG SPON ADR EACH | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
ZROZ | PIMCO 25+ YEAR ZERO CO... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q2 2016 | 1 |
FEDERATED INTL LEADERS... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 | |
Wells Fargo Advantage ... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q3 2013 | 1 | |
RDIV | INVESCO S&P ULTRA DIVI... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
CPB | CAMPBELL SOUP CO COM | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 |
POR | PORTLAND GEN ELEC CO C... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2016 | Q1 2016 | 1 |
PRF | INVESCO FTSE RAFI US 1... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
AES | AES CORP COM | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
KBWB | POWERSHARES KBW BANK P... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 |
American Beacon Small ... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q3 2013 | 1 | |
FRANKLIN BALANCED FDCL A | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 | |
CHENIERE ENERGY PARTNE... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 | |
LUMN | CENTURYLINK INC COM | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 |
JE | Just Energy Group Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q3 2013 | 1 |
ARRY | Array BioPharma Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q3 2013 | 1 |
GT | Goodyear Tire & Rubber... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q3 2013 | 1 |
IWN | ISHARES RUSSELL 2000 V... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 |
AMERICAN FUNDS CAPITAL... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 | |
DE | DEERE & CO COM | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 |
GPN | GLOBAL PMTS INC COM | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
CSML | IQ CHAIKIN U.S. SMALL-... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
WPZ | WILLIAMS PARTNERS L P ... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
ACE | CHUBB LIMITED COM | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
UHS | UNIVERSAL HLTH SVCS IN... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
Aberdeen Select Intern... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 | |
ETB | EATON VANCE TAX MNGED ... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
DTE | DTE ENERGY CO COM | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
ROWE T PRICE INTL FDS | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 | |
AMERICAN FUNDS INVMT C... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 | |
SHYG | ISHARES 0-5 YEAR HIGH ... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
JPIN | JPMORGAN DIVERSIFIED R... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
LEGG MASON PARTNERS MI... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 | |
FRANKLIN INCOME A | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 | |
AMERICAN INTERNATL GRO... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 | |
MTGE | American Capital Mortg... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
GOLDMAN SACHS STRATEGI... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 | |
MCHP | MICROCHIP TECHNOLOGY I... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
DRYS | DryShips Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
BSJL | INVESCO BULLETSHARES 2... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
4305PS | Alcatel-Lucent | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
DWX | SPDR S&P INTERNATIONAL... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
DRI | DARDEN RESTAURANTS INC... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
T ROWE PRICE ^* | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 | |
LEGG MASON FUNDAMENTAL... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 | |
FRANKLIN RISING DIVIDE... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 | |
BGT | BLACKROCK FLOATING RAT... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
MFS MA INVESTORS GROWT... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 | |
FRANKLIN CUST FDS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 | |
KSS | KOHLS CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
ATO | ATMOS ENERGY CORP COM | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
DVYE | ISHARES EMERGING MARKE... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
BBT | BB&T CORP COM | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
AMTD | TD AMERITRADE HLDG COR... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
LOW | LOWE'S COMPANIES INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
PBIPRB | PITNEY BOWES INC NT 43 | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
AT | ATLANTIC POWER CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
CHRW | C H ROBINSON WORLDWIDE... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
BEAM | BEAM INC COM | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
CA | CA INC COM | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
TEMPLETON GLOBAL BOND ADV | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 | |
ARLP | ALLIANCE RES PARTNER L... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
LEA | Lear Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
TTM | TATA MOTORS LIMITED | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
CTTC | Competitive Technologi... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
AMERICAN GROWTH FUNDOF... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 | |
INF | BROOKFIELD GLOBL LISTE... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
FRANKLIN UTILITIES FUN... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 | |
FIDELITY ADVSR VIII DI... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 | |
PDCO | PATTERSON COMPANIES IN... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
AMERICAN NEW WORLD FUN... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 | |
HTGC | HERCULES CAPITAL INC COM | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
CSTM | CONSTELLIUM SE CL A | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
OGE | OGE ENERGY CORP COM | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
JPMORGAN TOTAL RETURN ... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 | |
MUTUAL SERIES FUND INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 | |
NUVEEN SHORT TAX FREE ... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 | |
CHY | CALAMOS CONV & HIGH IN... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
FIDELITY ADVISOR MID C... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 | |
GEL | GENESIS ENERGY L P UNI... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
EZM | WISDOMTREE U.S. MIDCAP... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
PBE | POWERSHARES DYNAMIC BI... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
ALLIANZ NFJ DIVIDEND V... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 | |
T ROWE PRICE EQUITY IN... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 | |
AMERICAN AMCAP CLASS A | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 | |
WU | WESTERN UN CO COM | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
FHI | FEDERATED INVS INC PA ... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
MEDIVATION INC COM TEN... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 | |
NEU | NEWMARKET CORP COM | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
EV | EATON VANCE CORP COM N... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
CINF | CINCINNATI FINL CORP COM | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
PGX | INVESCO PREFERRED ETF | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
INVESCO GROWTH AND INC... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 | |
MainStay Growth Alloca... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 | |
FRANKLIN FLEX CAP GROW... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 | |
ESGU | ISHARES ESG AWARE MSCI... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
RWJ | INVESCO S&P SMALLCAP 6... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
SDOG | ALPS SECTOR DIVIDEND D... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
OPPENHEIMER INTERNATIO... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 | |
APD | AIR PRODS & CHEMS INC COM | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
SPG | SIMON PPTY GROUP INC N... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
SKX | SKECHERS U S A INC CL A | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
ICF | ISHARES TR COHEN & | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
XPH | SPDR SER TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
SDRL | SEADRILL LTD USD2 | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
PSA | PUBLIC STORAGE COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
SPEM | SPDR PORTFOLIO EMERGIN... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
WOOD | ISHARES S&P GLOBAL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
TSO | TESORO CORP COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
TIMOTHY PLAN FIXED INC... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 | |
ITOT | ISHARES CORE S&P TOTAL... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
AGNCP | AMERICAN CAPITAL AGENC... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
IUSB | ISHARES CORE TOTAL USD... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
AAXJ | ISHARES MSCI ALL COUNT... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
ORLY | O REILLY AUTOMOTIVE IN... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
MXIM | MAXIM INTEGRATED PRODS... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
BARON SMALL CAP FD INS... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 | |
T ROWE PRICE INTL FUND... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 | |
DFA ONE-YEAR FIXED-INC... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 | |
TIMOTHY PLAN LARGE MID... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 | |
MainStay US Small Cap ... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 | |
NXZ | NUVEEN DIV ADVANTAGE M... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
MainStay ICAP Select E... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 | |
MDU | MDU RES GROUP INC COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
NLYPRACL | ANNALY CAP MGMT INC PF... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
MEMPQ | MEMORIAL PRODTN PARTNE... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
JPMORGAN CORE BOND FUN... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 | |
JOHN HANCOCK CLASSIC V... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 | |
AMERICAN EUROPACIFIC G... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 | |
FIDELITY ADVISOR FLOAT... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 | |
VYM | VANGUARD HIGH DIVIDEND... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
SENTINEL COMMON STOCK ... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 | |
ALLIANZ NFJ DIVIDEND V... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 | |
AMERICAN BALANCED CLASS C | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 | |
AMERICAN BALANCED CLASS B | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 | |
LAZARD DEVELOPING MARK... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 | |
OAKMARK INTL SMALL CAP... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 | |
J.P. MORGAN NASDAQ EQU... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 | |
AMERICAN CAPITAL INCOM... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 | |
REXR | REXFORD INDL RLTY INC COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
SUMMIT HEALTHCARE REIT... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 | |
VANGUARD ADMIRAL FDS I... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 | |
AMERICAN FUNDS WASHING... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 | |
EWG | ISHARES MSCI GERMANY ETF | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
PHK | PIMCO HIGH INCOME FD C... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
MAINSTAY ICAP INTERNAT... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 | |
OPPENHEIMER MAIN STREE... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 | |
KEYSTONE LARGE CAP GRO... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 | |
HARBOR INTERNATIONAL I... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 | |
RAINIER MID CAP EQUITY I | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 | |
FRANKLIN CUST GRWTH FD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 | |
BB | BLACKBERRY LTD COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
XXII | 22ND CENTY GROUP INC COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
ESGE | ISHARES MSCI EM ESG SE... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
SPDW | SPDR PORTFOLIO DEVELOP... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
GOLDMAN SACHS COMMODIT... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 | |
IYE | ISHARES U.S. ENERGY ETF | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
TPZ | TORTOISE PWR & ENERGY ... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
VPL | VANGUARD FTSE PACIFIC ETF | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
DFA TWO-YEAR GLOBAL FI... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 | |
VSM | VERSUM MATLS INC COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
JOHN HANCOCK FDS III D... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 | |
Victory Integrity Sm C... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 | |
BLHY | VIRTUS NEWFLEET DYNAMI... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
IXN | ISHARES GLOBAL TECH ETF | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
INFI | INFINITY PHARMACEUTICA... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
AMERICAN DEVELOPING WO... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 | |
NRP | NATURAL RESOURCE PARTN... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
CMCSA | COMCAST CORP NEW CL A | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
CLNS | COLONY NORTHSTAR INC C... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
NSRGY | NESTLE S A REG B ADR F... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
DVN | DEVON ENERGY CORP NEW COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
FPA FDS TRINTL VALUE FD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 | |
LW | LAMB WESTON HLDGS INC COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
DHF | DREYFUS HIGH YIELD STR... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
ALGER SMID CAP GROWTH ... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 | |
ESV | ENSCO ROWAN PLC SHS CL... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
OKE | ONEOK INC NEW COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
NLSN | NIELSEN HLDGS PLC SHS EUR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
HOTCHKIS & WILEY MIDCA... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 | |
SBMRY | SABMILLER PLC SPONSORE... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
ICON LEASING FD TWELVE... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 | |
COMT | ISHARES COMMODITIES SE... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
VLUE | ISHARES MSCI USA VALUE... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
MDY | SPDR S&P MIDCAP 400 ETF | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
FXN | FIRST TRUST ENERGY ALP... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
WAB | WABTEC CORP COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
IHD | VOYA EMERGING MKTS HIG... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
P107PS | MCG CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
EMLC | VANECK J.P. MORGAN EM ... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
SEIX | VIRTUS SEIX SENIOR LOA... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
IXG | ISHARES GLOBAL FINANCI... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
SONY | SONY CORP ADR NEW | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
BUD | ANHEUSER BUSCH INBEV S... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
SMURFIT STONE CONTAINX... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 | |
QTEC | FIRST TRUST NASDAQ-100... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
VTV | VANGUARD VALUE INDEX FUND | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
LYV | LIVE NATION ENTERTAINM... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
AllianzGI High Yield B... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 | |
KRE | SPDR S&P REGIONAL BANK... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
FAN | FIRST TRUST GLOBAL WIN... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
QABA | FIRST TRUST NASDAQ ABA... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
SLV | ISHARES SILVER TRUST | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Munder MidCap Core Gro... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 | |
BKIT | BLAKE INSOMNIA THERAPE... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Thornburg Internationa... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 | |
ARW | ARROW ELECTRS INC COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Nuveen Winslow Large-C... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 | |
PIMCO ALL ASSET I | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 | |
TGRR | TIGER REEF INC COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
AXSI | AXCESS INTL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
OILNF | IPATH S&P GSCI CRUDE O... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
AMERICAN CAPITAL INCOM... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 | |
BLACKROCK FLOATING RAT... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 | |
CC | CHEMOURS CO COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
GOLDMAN SACHS INCOMEBU... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 | |
FOXA | TWENTY FIRST CENTY FOX... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
BHI | BAKER HUGHES INC COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
FCG | FIRST TRUST NATURAL GA... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
ACWF | ISHARES FACTORSELECT M... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
GMRE | GLOBAL MED REIT INC CO... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
QQXT | FIRST TRUST NASDAQ-100... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Acadian Emerging Marke... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 | |
T Rowe Price Instituti... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 | |
GEORGIA HERITAGE BK DA... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 | |
FXL | FIRST TRUST TECHNOLOGY... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
RJZ | ELEMENTS ROGERS INTL C... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
WELLS FARGO HIGH INCOM... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 | |
EWC | ISHARES MSCI CANADA ETF | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
PIMCO FDS PAC INVT MGM... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 | |
FXO | FIRST TRUST FINANCIALS... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
American Beacon Large ... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 | |
Columbia Limited Durat... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 | |
KANAWHA ASSOCIATES 198... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 | |
CRC | CALIFORNIA RES CORP COM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
DGZ | DB GOLD SHORT EXCHANGE... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
NR | NEWPARK RES INC COM PA... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
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The securities at the top of the list , including ISHARES TR, ISHARES TR, and APPLE INC COM, are the highest-conviction holdings of Advocacy Wealth Management Services, LLC.
The conviction is calculated by counting the number of quarters a security has been reported by Advocacy Wealth Management Services, LLC. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Advocacy Wealth Management Services, LLC owns currently or has owned in the past.