823 is the total number of securities Klingman & Associates, LLC has owned. The longest Klingman & Associates, LLC has owned a single stock is 36 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
IVV | ISHARES TR | 36 | 36 | 5.95% | 14.44% | 20.49% | Q4 2014 | Q3 2023 | 36 |
SPY | SPDR SP 500 ETF TR | 36 | 36 | 4.37% | 7.98% | 14.44% | Q4 2014 | Q3 2023 | 36 |
IJH | ISHARES TR | 36 | 36 | 1.20% | 5.31% | 8.81% | Q4 2014 | Q3 2023 | 36 |
SDY | SPDR SER TR | 36 | 36 | 1.97% | 4.51% | 8.52% | Q4 2014 | Q3 2023 | 36 |
VTIP | VANGUARD MALVERN FDS | 36 | 36 | 0.24% | 4.04% | 7.95% | Q4 2014 | Q3 2023 | 36 |
MDY | SPDR SP MIDCAP 400 ETF TR | 36 | 36 | 1.69% | 3.30% | 5.40% | Q4 2014 | Q3 2023 | 36 |
IJR | ISHARES TR | 36 | 36 | 0.96% | 3.27% | 5.45% | Q4 2014 | Q3 2023 | 36 |
USMV | ISHARES TR | 36 | 36 | 0.38% | 1.96% | 3.41% | Q4 2014 | Q3 2023 | 36 |
AAPL | APPLE INC | 36 | 36 | 0.10% | 1.66% | 3.75% | Q4 2014 | Q3 2023 | 36 |
NEAR | ISHARES US ETF TR | 36 | 36 | 0.04% | 1.62% | 3.94% | Q4 2014 | Q3 2023 | 36 |
TIP | ISHARES TR | 36 | 36 | 0.05% | 1.49% | 4.92% | Q4 2014 | Q3 2023 | 36 |
VNQ | VANGUARD INDEX FDS | 36 | 36 | 0.33% | 1.16% | 2.86% | Q4 2014 | Q3 2023 | 36 |
IWM | ISHARES TR | 36 | 36 | 0.47% | 0.97% | 1.60% | Q4 2014 | Q3 2023 | 36 |
DVY | ISHARES TR | 36 | 36 | 0.28% | 0.81% | 1.59% | Q4 2014 | Q3 2023 | 36 |
CFG | CITIZENS FINL GROUP INC | 36 | 36 | 0.04% | 0.76% | 1.36% | Q4 2014 | Q3 2023 | 36 |
VTI | VANGUARD INDEX FDS | 36 | 36 | 0.29% | 0.75% | 1.06% | Q4 2014 | Q3 2023 | 36 |
EFAV | ISHARES TR | 36 | 36 | 0.16% | 0.75% | 1.82% | Q4 2014 | Q3 2023 | 36 |
EFA | ISHARES TR | 36 | 36 | 0.15% | 0.49% | 1.03% | Q4 2014 | Q3 2023 | 36 |
VEU | VANGUARD INTL EQUITY I... | 36 | 36 | 0.14% | 0.43% | 1.05% | Q4 2014 | Q3 2023 | 36 |
HDV | ISHARES TR | 36 | 36 | 0.16% | 0.41% | 1.00% | Q4 2014 | Q3 2023 | 36 |
VWO | VANGUARD INTL EQUITY I... | 36 | 36 | 0.21% | 0.40% | 1.50% | Q4 2014 | Q3 2023 | 36 |
MSFT | MICROSOFT CORP | 36 | 36 | 0.14% | 0.40% | 0.78% | Q4 2014 | Q3 2023 | 36 |
XOM | EXXON MOBIL CORP | 36 | 36 | 0.08% | 0.28% | 0.61% | Q4 2014 | Q3 2023 | 36 |
SCZ | ISHARES TR | 36 | 36 | 0.07% | 0.26% | 0.93% | Q4 2014 | Q3 2023 | 36 |
JPM | JPMORGAN CHASE & CO | 36 | 36 | 0.10% | 0.23% | 0.60% | Q4 2014 | Q3 2023 | 36 |
JNJ | JOHNSON & JOHNSON | 36 | 36 | 0.13% | 0.23% | 0.85% | Q4 2014 | Q3 2023 | 36 |
RY | ROYAL BK CDA SUSTAINABL | 36 | 36 | 0.04% | 0.22% | 0.83% | Q4 2014 | Q3 2023 | 36 |
BRKB | BERKSHIRE HATHAWAY INC... | 36 | 36 | 0.13% | 0.22% | 0.46% | Q4 2014 | Q3 2023 | 36 |
VB | VANGUARD INDEX FDS | 36 | 36 | 0.14% | 0.20% | 0.32% | Q4 2014 | Q3 2023 | 36 |
VIG | VANGUARD SPECIALIZED P... | 36 | 36 | 0.06% | 0.18% | 0.44% | Q4 2014 | Q3 2023 | 36 |
OEF | ISHARES TR | 36 | 36 | 0.10% | 0.17% | 0.28% | Q4 2014 | Q3 2023 | 36 |
SOXX | ISHARES TR | 36 | 36 | 0.13% | 0.17% | 0.20% | Q4 2014 | Q3 2023 | 36 |
DEM | WISDOMTREE TR | 36 | 36 | 0.03% | 0.16% | 0.51% | Q4 2014 | Q3 2023 | 36 |
PFE | PFIZER INC | 36 | 36 | 0.03% | 0.12% | 0.27% | Q4 2014 | Q3 2023 | 36 |
PEP | PEPSICO INC | 36 | 36 | 0.06% | 0.11% | 0.18% | Q4 2014 | Q3 2023 | 36 |
VYM | VANGUARD WHITEHALL FDS... | 36 | 36 | 0.07% | 0.11% | 0.21% | Q4 2014 | Q3 2023 | 36 |
IWR | ISHARES TR | 36 | 36 | 0.02% | 0.09% | 0.16% | Q4 2014 | Q3 2023 | 36 |
DIS | DISNEY WALT CO | 36 | 36 | 0.02% | 0.09% | 0.18% | Q4 2014 | Q3 2023 | 36 |
MRK | MERCK & CO INC NEW | 36 | 36 | 0.04% | 0.09% | 0.16% | Q4 2014 | Q3 2023 | 36 |
HON | HONEYWELL INTL INC | 36 | 36 | 0.04% | 0.08% | 0.16% | Q4 2014 | Q3 2023 | 36 |
ABBV | ABBVIE INC | 36 | 36 | 0.05% | 0.08% | 0.12% | Q4 2014 | Q3 2023 | 36 |
VXF | VANGUARD INDEX FDS | 36 | 36 | 0.04% | 0.08% | 0.12% | Q4 2014 | Q3 2023 | 36 |
HSY | HERSHEY CO | 36 | 36 | 0.04% | 0.07% | 0.10% | Q4 2014 | Q3 2023 | 36 |
VXUS | VANGUARD STAR FDS | 28 | 7 | 0.00% | 0.17% | 0.78% | Q4 2014 | Q3 2023 | 35 |
EMD | WESTERN ASSET EMRG MKT... | 32 | 3 | 0.01% | 0.11% | 0.31% | Q4 2014 | Q3 2023 | 35 |
PG | PROCTER & GAMBLE CO | 21 | 14 | 0.04% | 0.08% | 0.12% | Q4 2014 | Q3 2023 | 35 |
IWB | ISHARES TR | 34 | 34 | 0.23% | 0.58% | 0.90% | Q2 2015 | Q3 2023 | 34 |
MINT | PIMCO ETF TR | 29 | 1 | 0.08% | 0.23% | 0.40% | Q4 2014 | Q3 2023 | 34 |
VZ | VERIZON COMMUNICATIONS... | 21 | 13 | 0.02% | 0.05% | 0.09% | Q4 2014 | Q3 2023 | 34 |
HD | HOME DEPOT INC | 24 | 9 | 0.07% | 0.14% | 0.23% | Q4 2014 | Q3 2023 | 33 |
FB | META PLATFORMS INC | 25 | 8 | 0.00% | 0.05% | 0.11% | Q4 2014 | Q3 2023 | 33 |
PJT | PJT PARTNERS INC | 32 | 32 | 0.91% | 1.77% | 3.03% | Q4 2015 | Q3 2023 | 32 |
VSS | VANGUARD INTL EQUITY I... | 24 | 8 | 0.02% | 0.09% | 0.26% | Q4 2014 | Q3 2023 | 32 |
VEA | VANGUARD TAX-MANAGED I... | 31 | 31 | 0.25% | 0.95% | 2.05% | Q1 2016 | Q3 2023 | 31 |
AMZN | AMAZON COM INC | 25 | 6 | 0.01% | 0.28% | 0.60% | Q2 2015 | Q3 2023 | 31 |
WIP | SPDR SER TR | 30 | 30 | 0.02% | 0.09% | 0.27% | Q4 2014 | Q1 2022 | 30 |
EEM | ISHARES TR | 24 | 1 | 0.01% | 0.07% | 0.10% | Q4 2014 | Q3 2023 | 30 |
GOOG | ALPHABET INC | 25 | 4 | 0.03% | 0.14% | 0.30% | Q4 2015 | Q3 2023 | 29 |
IWF | ISHARES TR | 14 | 1 | 0.04% | 0.10% | 0.22% | Q4 2014 | Q3 2023 | 29 |
CVX | CHEVRON CORP NEW | 11 | 1 | 0.02% | 0.06% | 0.10% | Q4 2014 | Q3 2023 | 28 |
IWD | ISHARES TR | 14 | 1 | 0.03% | 0.08% | 0.15% | Q4 2014 | Q3 2023 | 27 |
INTC | INTEL CORP | 19 | 8 | 0.03% | 0.05% | 0.08% | Q4 2014 | Q3 2023 | 27 |
FRA | BLACKROCK FLOAT RATE O... | 12 | 3 | 0.01% | 0.21% | 0.54% | Q4 2014 | Q3 2023 | 26 |
MHN | BLACKROCK MUNIHLDGS NY... | 13 | 3 | 0.01% | 0.03% | 0.04% | Q4 2014 | Q3 2023 | 26 |
VOO | VANGUARD INDEX FDS | 25 | 25 | 0.14% | 0.32% | 0.48% | Q3 2017 | Q3 2023 | 25 |
MA | MASTERCARD INCORPORATED | 24 | 1 | 0.01% | 0.24% | 0.31% | Q3 2016 | Q3 2023 | 25 |
CSX | CSX CORP | 13 | 1 | 0.02% | 0.04% | 0.09% | Q3 2015 | Q3 2023 | 25 |
V | VISA INC | 13 | 1 | 0.03% | 0.04% | 0.07% | Q4 2014 | Q3 2023 | 25 |
ROST | ROSS STORES INC | 24 | 24 | 0.05% | 0.11% | 0.21% | Q4 2017 | Q3 2023 | 24 |
TJX | TJX COS INC NEW | 24 | 24 | 0.06% | 0.10% | 0.17% | Q4 2017 | Q3 2023 | 24 |
CACC | CREDIT ACCEP CORP MICH | 24 | 24 | 0.03% | 0.05% | 0.10% | Q4 2017 | Q3 2023 | 24 |
CSCO | CISCO SYS INC | 14 | 2 | 0.03% | 0.04% | 0.06% | Q4 2014 | Q3 2023 | 24 |
XLK | SELECT SECTOR SPDR TR | 18 | 6 | 0.03% | 0.04% | 0.05% | Q2 2015 | Q3 2023 | 24 |
BAC | BK OF AMERICA CORP | 12 | 4 | 0.02% | 0.03% | 0.08% | Q4 2014 | Q3 2023 | 24 |
IEMG | ISHARES INC | 16 | 7 | 0.00% | 0.20% | 0.46% | Q1 2015 | Q3 2023 | 23 |
VO | VANGUARD INDEX FDS | 21 | 2 | 0.01% | 0.08% | 0.13% | Q4 2014 | Q3 2023 | 23 |
ABT | ABBOTT LABS | 14 | 1 | 0.03% | 0.06% | 0.10% | Q4 2014 | Q3 2023 | 23 |
COST | COSTCO WHSL CORP NEW | 15 | 8 | 0.04% | 0.05% | 0.07% | Q4 2014 | Q3 2023 | 23 |
PRF | INVESCO EXCHANGE TRADE... | 22 | 22 | 1.89% | 2.85% | 4.51% | Q2 2018 | Q3 2023 | 22 |
IDV | ISHARES TR | 22 | 22 | 0.51% | 2.08% | 4.16% | Q4 2014 | Q1 2020 | 22 |
SPLV | INVESCO EXCH TRADED FD... | 22 | 22 | 0.30% | 0.61% | 1.00% | Q2 2018 | Q3 2023 | 22 |
VRP | INVESCO EXCH TRADED FD... | 22 | 22 | 0.06% | 0.24% | 0.55% | Q2 2018 | Q3 2023 | 22 |
GE | GENERAL ELECTRIC CO | 12 | 10 | 0.06% | 0.21% | 0.46% | Q4 2014 | Q2 2021 | 22 |
RSP | INVESCO EXCHANGE TRADE... | 22 | 22 | 0.08% | 0.16% | 0.24% | Q2 2018 | Q3 2023 | 22 |
PDN | INVESCO EXCH TRADED FD... | 22 | 22 | 0.06% | 0.10% | 0.15% | Q2 2018 | Q3 2023 | 22 |
ORLY | O REILLY AUTOMOTIVE IN... | 21 | 1 | 0.04% | 0.06% | 0.08% | Q4 2017 | Q3 2023 | 22 |
SCHW | THE CHARLES SCHWAB COR... | 11 | 1 | 0.01% | 0.04% | 0.12% | Q2 2015 | Q3 2023 | 22 |
IBM | INTERNATIONAL BUSINESS... | 13 | 1 | 0.03% | 0.04% | 0.08% | Q4 2014 | Q3 2023 | 22 |
IVE | ISHARES TR | 14 | 4 | 0.03% | 0.04% | 0.06% | Q4 2017 | Q3 2023 | 22 |
WRE | WASHINGTON REAL ESTATE... | 13 | 1 | 0.02% | 0.03% | 0.05% | Q4 2014 | Q3 2023 | 22 |
AMJ | JPMORGAN CHASE & CO | 21 | 21 | 0.86% | 6.17% | 9.59% | Q4 2014 | Q4 2019 | 21 |
SLYV | SPDR SER TR | 21 | 21 | 0.04% | 1.55% | 2.23% | Q3 2018 | Q3 2023 | 21 |
RWX | SPDR INDEX SHS FDS | 21 | 21 | 0.04% | 0.16% | 0.31% | Q4 2014 | Q4 2019 | 21 |
QQQ | INVESCO QQQ TR | 19 | 2 | 0.04% | 0.06% | 0.08% | Q2 2018 | Q3 2023 | 21 |
PPG | PPG INDS INC | 21 | 21 | 0.03% | 0.05% | 0.08% | Q3 2018 | Q3 2023 | 21 |
WMT | WAL-MART STORES INC | 13 | 8 | 0.02% | 0.04% | 0.07% | Q4 2014 | Q3 2023 | 21 |
PXF | INVESCO EXCH TRADED FD... | 14 | 7 | 0.02% | 0.03% | 0.05% | Q2 2018 | Q3 2023 | 21 |
JPST | JP MORGAN EXCHANGE TRA... | 20 | 20 | 0.21% | 4.55% | 14.45% | Q4 2018 | Q3 2023 | 20 |
SLYG | SPDR SER TR | 20 | 20 | 0.07% | 0.93% | 1.37% | Q4 2018 | Q3 2023 | 20 |
IVOO | VANGUARD ADMIRAL FDS INC | 20 | 20 | 0.04% | 0.11% | 0.18% | Q4 2018 | Q3 2023 | 20 |
GOOGL | ALPHABET INC | 15 | 1 | 0.02% | 0.10% | 0.17% | Q4 2015 | Q3 2023 | 20 |
KMX | CARMAX INC | 19 | 1 | 0.02% | 0.05% | 0.12% | Q4 2017 | Q2 2023 | 20 |
GLD | SPDR GOLD TRUST | 14 | 1 | 0.00% | 0.03% | 0.05% | Q4 2014 | Q3 2023 | 20 |
KO | COCA COLA CO | 12 | 8 | 0.01% | 0.02% | 0.04% | Q4 2014 | Q3 2023 | 20 |
MDYV | SPDR SER TR | 19 | 19 | 0.05% | 1.63% | 2.19% | Q1 2019 | Q3 2023 | 19 |
MDYG | SPDR SER TR | 19 | 19 | 0.04% | 1.53% | 2.26% | Q1 2019 | Q3 2023 | 19 |
MLPX | GLOBAL X FDS | 19 | 19 | 0.18% | 0.37% | 0.60% | Q3 2015 | Q1 2020 | 19 |
J | JACOBS ENGR GROUP INC DEL | 19 | 19 | 0.03% | 0.05% | 0.09% | Q4 2017 | Q2 2022 | 19 |
BSV | VANGUARD BD INDEX FDS | 10 | 1 | 0.01% | 0.03% | 0.09% | Q4 2014 | Q1 2022 | 19 |
RWL | INVESCO EXCH TRADED FD... | 18 | 18 | 1.26% | 1.46% | 1.95% | Q2 2019 | Q3 2023 | 18 |
IEFA | ISHARES TR | 15 | 3 | 0.00% | 0.99% | 2.50% | Q1 2016 | Q3 2023 | 18 |
INB | COHEN & STEERS GLOBAL ... | 15 | 3 | 0.05% | 0.12% | 0.24% | Q4 2014 | Q2 2019 | 18 |
EMB | ISHARES TR | 14 | 4 | 0.06% | 0.11% | 0.18% | Q4 2014 | Q4 2019 | 18 |
RWK | INVESCO EXCH TRADED FD... | 18 | 18 | 0.10% | 0.11% | 0.15% | Q2 2019 | Q3 2023 | 18 |
RWJ | INVESCO EXCH TRADED FD... | 18 | 18 | 0.08% | 0.10% | 0.13% | Q2 2019 | Q3 2023 | 18 |
CMCSA | COMCAST CORP NEW | 8 | 1 | 0.02% | 0.06% | 0.18% | Q4 2014 | Q3 2023 | 18 |
MCD | MCDONALDS CORP | 9 | 1 | 0.02% | 0.04% | 0.06% | Q4 2014 | Q3 2023 | 18 |
LLY | LILLY ELI & CO | 10 | 8 | 0.00% | 0.02% | 0.05% | Q4 2014 | Q3 2023 | 18 |
BX | BLACKSTONE INC | 17 | 17 | 0.08% | 0.12% | 0.16% | Q3 2019 | Q3 2023 | 17 |
VNQI | VANGUARD INTL EQUITY I... | 8 | 2 | 0.02% | 0.06% | 0.09% | Q4 2014 | Q1 2022 | 17 |
VGK | VANGUARD INTL EQUITY I... | 9 | 8 | 0.01% | 0.04% | 0.10% | Q4 2014 | Q1 2022 | 17 |
CL | COLGATE PALMOLIVE CO | 8 | 1 | 0.02% | 0.04% | 0.08% | Q4 2014 | Q3 2023 | 17 |
ACN | ACCENTURE PLC IRELAND | 9 | 8 | 0.02% | 0.03% | 0.04% | Q4 2014 | Q3 2023 | 17 |
DUK | DUKE ENERGY CORP NEW | 10 | 7 | 0.01% | 0.02% | 0.03% | Q1 2015 | Q2 2023 | 17 |
CRM | SALESFORCE INC | 8 | 3 | 0.00% | 0.02% | 0.04% | Q4 2014 | Q3 2023 | 17 |
CHY | CALAMOS CONV & HIGH IN... | 13 | 3 | 0.07% | 0.18% | 0.35% | Q4 2014 | Q4 2018 | 16 |
VIOO | VANGUARD ADMIRAL FDS INC | 16 | 16 | 0.08% | 0.10% | 0.14% | Q4 2019 | Q3 2023 | 16 |
SCHF | SCHWAB STRATEGIC TR | 16 | 16 | 0.06% | 0.09% | 0.11% | Q4 2019 | Q3 2023 | 16 |
VBR | VANGUARD INDEX FDS | 16 | 16 | 0.04% | 0.09% | 0.12% | Q4 2019 | Q3 2023 | 16 |
EMLP | FIRST TR EXCHANGE TRAD... | 16 | 16 | 0.06% | 0.08% | 0.11% | Q1 2016 | Q4 2019 | 16 |
SCHE | SCHWAB STRATEGIC TR | 16 | 16 | 0.06% | 0.08% | 0.10% | Q1 2016 | Q4 2019 | 16 |
VUG | VANGUARD INDEX FDS | 16 | 16 | 0.05% | 0.06% | 0.08% | Q4 2019 | Q3 2023 | 16 |
ORCL | ORACLE CORP | 8 | 1 | 0.02% | 0.05% | 0.12% | Q4 2014 | Q3 2023 | 16 |
IJK | ISHARES TR | 8 | 1 | 0.02% | 0.05% | 0.07% | Q4 2014 | Q2 2023 | 16 |
VTV | VANGUARD INDEX FDS | 16 | 16 | 0.04% | 0.05% | 0.06% | Q4 2019 | Q3 2023 | 16 |
SCHG | SCHWAB STRATEGIC TR | 16 | 16 | 0.03% | 0.04% | 0.07% | Q4 2019 | Q3 2023 | 16 |
VOE | VANGUARD INDEX FDS | 16 | 16 | 0.03% | 0.04% | 0.05% | Q4 2019 | Q3 2023 | 16 |
VOT | VANGUARD INDEX FDS | 16 | 16 | 0.03% | 0.04% | 0.06% | Q4 2019 | Q3 2023 | 16 |
LMT | LOCKHEED MARTIN CORP | 8 | 1 | 0.00% | 0.04% | 0.07% | Q4 2014 | Q3 2023 | 16 |
VBK | VANGUARD INDEX FDS | 16 | 16 | 0.02% | 0.03% | 0.05% | Q4 2019 | Q3 2023 | 16 |
QCOM | QUALCOMM INC | 8 | 1 | 0.02% | 0.03% | 0.06% | Q4 2014 | Q1 2023 | 16 |
DE | DEERE & CO | 12 | 4 | 0.02% | 0.03% | 0.04% | Q1 2019 | Q3 2023 | 16 |
CTAS | CINTAS CORP | 8 | 2 | 0.02% | 0.03% | 0.04% | Q4 2014 | Q4 2021 | 16 |
SO | SOUTHERN CO | 8 | 1 | 0.02% | 0.03% | 0.04% | Q4 2014 | Q3 2023 | 16 |
TXN | TEXAS INSTRS INC | 8 | 3 | 0.01% | 0.02% | 0.03% | Q4 2014 | Q2 2023 | 16 |
SPYV | SPDR SER TR | 15 | 15 | 2.44% | 3.17% | 4.07% | Q1 2020 | Q3 2023 | 15 |
SPYG | SPDR SER TR | 15 | 15 | 2.67% | 3.12% | 3.63% | Q1 2020 | Q3 2023 | 15 |
JMST | JP MORGAN EXCHANGE TRA... | 14 | 1 | 0.13% | 1.58% | 3.06% | Q2 2019 | Q3 2023 | 15 |
FCT | FIRST TR SR FLG RTE IN... | 12 | 3 | 0.19% | 0.51% | 0.79% | Q4 2014 | Q3 2018 | 15 |
VVR | INVESCO SR INCOME TR | 12 | 3 | 0.06% | 0.16% | 0.26% | Q4 2014 | Q3 2018 | 15 |
IXUS | ISHARES TR | 15 | 15 | 0.08% | 0.10% | 0.13% | Q1 2020 | Q3 2023 | 15 |
ADP | AUTOMATIC DATA PROCESS... | 8 | 7 | 0.06% | 0.08% | 0.10% | Q4 2014 | Q3 2023 | 15 |
MCI | BARINGS CORPORATE INVS | 15 | 15 | 0.03% | 0.05% | 0.07% | Q3 2016 | Q1 2020 | 15 |
RFI | COHEN & STEERS TOTAL R... | 12 | 3 | 0.03% | 0.04% | 0.06% | Q4 2014 | Q3 2018 | 15 |
CVS | CVS HEALTH CORP | 8 | 7 | 0.02% | 0.04% | 0.06% | Q4 2014 | Q3 2023 | 15 |
TMO | THERMO FISHER SCIENTIF... | 8 | 3 | 0.02% | 0.04% | 0.13% | Q4 2014 | Q3 2023 | 15 |
EQR | EQUITY RESIDENTIAL | 13 | 2 | 0.01% | 0.03% | 0.04% | Q2 2016 | Q3 2023 | 15 |
GIS | GENERAL MLS INC | 8 | 7 | 0.01% | 0.02% | 0.04% | Q4 2014 | Q3 2023 | 15 |
UNP | UNION PAC CORP | 8 | 7 | 0.01% | 0.02% | 0.05% | Q4 2014 | Q3 2023 | 15 |
ED | CONSOLIDATED EDISON INC | 8 | 7 | 0.01% | 0.02% | 0.04% | Q4 2014 | Q3 2023 | 15 |
T | ATT INC | 8 | 1 | 0.02% | 0.02% | 0.03% | Q4 2014 | Q3 2023 | 15 |
SJM | SMUCKER J M CO | 8 | 7 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 15 |
PRF | POWERSHARES ETF TRUST | 14 | 14 | 4.69% | 5.46% | 6.02% | Q4 2014 | Q1 2018 | 14 |
DDOG | DATADOG INC | 14 | 14 | 1.36% | 2.77% | 4.54% | Q2 2020 | Q3 2023 | 14 |
RWL | OPPENHEIMER REV WEIGHT... | 14 | 14 | 1.40% | 1.86% | 2.29% | Q4 2015 | Q1 2019 | 14 |
SPLV | POWERSHARES ETF TR II | 14 | 14 | 1.08% | 1.60% | 2.12% | Q4 2014 | Q1 2018 | 14 |
RWK | OPPENHEIMER REV WEIGHT... | 14 | 14 | 0.16% | 0.23% | 0.30% | Q4 2015 | Q1 2019 | 14 |
RWJ | OPPENHEIMER REV WEIGHT... | 14 | 14 | 0.14% | 0.19% | 0.23% | Q4 2015 | Q1 2019 | 14 |
RSP | RYDEX ETF TRUST | 14 | 14 | 0.14% | 0.18% | 0.23% | Q4 2014 | Q1 2018 | 14 |
IWN | ISHARES TR | 14 | 14 | 0.14% | 0.17% | 0.21% | Q2 2020 | Q3 2023 | 14 |
DBEF | DBX ETF TR | 14 | 14 | 0.05% | 0.17% | 0.47% | Q4 2014 | Q1 2018 | 14 |
PDN | POWERSHARES GLOBAL ETF... | 14 | 14 | 0.10% | 0.12% | 0.14% | Q4 2014 | Q1 2018 | 14 |
PXF | POWERSHARES GLOBAL ETF... | 14 | 14 | 0.06% | 0.09% | 0.15% | Q4 2014 | Q1 2018 | 14 |
ITOT | ISHARES TR | 13 | 1 | 0.03% | 0.09% | 0.14% | Q3 2019 | Q3 2023 | 14 |
IJJ | ISHARES TR | 14 | 14 | 0.06% | 0.07% | 0.09% | Q4 2014 | Q1 2018 | 14 |
IBML | ISHARES TR | 14 | 14 | 0.02% | 0.04% | 0.07% | Q4 2018 | Q1 2022 | 14 |
SCHV | SCHWAB STRATEGIC TR | 14 | 14 | 0.03% | 0.04% | 0.04% | Q2 2020 | Q3 2023 | 14 |
AMGN | AMGEN INC | 13 | 1 | 0.02% | 0.03% | 0.06% | Q4 2015 | Q3 2023 | 14 |
SBUX | STARBUCKS CORP | 8 | 2 | 0.00% | 0.01% | 0.04% | Q4 2014 | Q3 2023 | 14 |
MDLZ | MONDELEZ INTL INC | 8 | 2 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 14 |
MLPI | UBS AG JERSEY BRH | 13 | 13 | 1.52% | 4.78% | 7.38% | Q4 2016 | Q4 2019 | 13 |
CROX | CROCS INC | 13 | 13 | 0.23% | 0.46% | 0.67% | Q3 2020 | Q3 2023 | 13 |
AMAT | APPLIED MATLS INC | 13 | 13 | 0.07% | 0.14% | 0.23% | Q3 2020 | Q3 2023 | 13 |
AVUV | AMERICAN CENTY ETF TR | 13 | 13 | 0.05% | 0.06% | 0.07% | Q3 2020 | Q3 2023 | 13 |
NTCO | NATURA CO HLDG S A | 13 | 13 | 0.02% | 0.04% | 0.08% | Q3 2020 | Q3 2023 | 13 |
UNH | UNITEDHEALTH GROUP INC | 12 | 1 | 0.01% | 0.04% | 0.05% | Q3 2016 | Q3 2023 | 13 |
ADBE | ADOBE SYSTEMS INCORPOR... | 8 | 1 | 0.01% | 0.03% | 0.06% | Q3 2016 | Q3 2023 | 13 |
LOW | LOWES COS INC | 8 | 1 | 0.02% | 0.03% | 0.04% | Q4 2014 | Q3 2023 | 13 |
VRP | POWERSHARES ETF TR II | 12 | 12 | 0.02% | 0.40% | 0.64% | Q2 2015 | Q1 2018 | 12 |
MUB | ISHARES TR | 12 | 12 | 0.06% | 0.10% | 0.16% | Q4 2014 | Q3 2017 | 12 |
PM | PHILIP MORRIS INTL INC | 10 | 2 | 0.02% | 0.07% | 0.09% | Q4 2014 | Q3 2023 | 12 |
EEMV | ISHARES INC | 8 | 4 | 0.03% | 0.06% | 0.09% | Q4 2014 | Q4 2019 | 12 |
TSLA | TESLA INC | 12 | 12 | 0.02% | 0.04% | 0.08% | Q4 2020 | Q3 2023 | 12 |
VV | VANGUARD INDEX FDS | 8 | 1 | 0.02% | 0.04% | 0.08% | Q3 2017 | Q3 2023 | 12 |
SHY | ISHARES TR | 8 | 4 | 0.00% | 0.03% | 0.20% | Q4 2014 | Q4 2022 | 12 |
IEF | ISHARES TR | 11 | 11 | 0.06% | 0.10% | 0.14% | Q4 2014 | Q2 2017 | 11 |
PUTW | WISDOMTREE TR | 11 | 11 | 0.03% | 0.04% | 0.05% | Q1 2021 | Q3 2023 | 11 |
NFLX | NETFLIX INC | 7 | 4 | 0.02% | 0.04% | 0.05% | Q3 2020 | Q3 2023 | 11 |
GS | GOLDMAN SACHS GROUP INC | 8 | 1 | 0.01% | 0.03% | 0.04% | Q4 2014 | Q3 2023 | 11 |
DHR | DANAHER CORPORATION | 9 | 2 | 0.01% | 0.03% | 0.04% | Q4 2014 | Q3 2023 | 11 |
CPT | CAMDEN PPTY TR | 11 | 11 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q2 2023 | 11 |
DFAT | DIMENSIONAL ETF TRUST | 10 | 10 | 0.23% | 0.25% | 0.28% | Q2 2021 | Q3 2023 | 10 |
NSL | NUVEEN SR INCOME FD | 7 | 3 | 0.07% | 0.13% | 0.18% | Q4 2014 | Q2 2017 | 10 |
C | CITIGROUP INC | 10 | 10 | 0.06% | 0.10% | 0.14% | Q4 2014 | Q1 2017 | 10 |
EWX | SPDR INDEX SHS FDS | 10 | 10 | 0.08% | 0.10% | 0.11% | Q4 2016 | Q1 2019 | 10 |
MO | ALTRIA GROUP INC | 10 | 10 | 0.06% | 0.07% | 0.08% | Q4 2014 | Q1 2017 | 10 |
FLOT | ISHARES TR | 10 | 10 | 0.06% | 0.07% | 0.08% | Q2 2015 | Q3 2017 | 10 |
DFUS | DIMENSIONAL ETF TRUST | 10 | 10 | 0.06% | 0.06% | 0.07% | Q2 2021 | Q3 2023 | 10 |
QQQ | POWERSHARES QQQ TRUST | 8 | 2 | 0.05% | 0.05% | 0.06% | Q4 2014 | Q4 2017 | 10 |
IBMK | ISHARES TR | 10 | 10 | 0.02% | 0.04% | 0.06% | Q4 2018 | Q1 2021 | 10 |
D | DOMINION RES INC VA NEW | 8 | 2 | 0.00% | 0.04% | 0.07% | Q4 2014 | Q2 2022 | 10 |
TFC | TRUIST FINL CORP | 7 | 1 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q3 2023 | 10 |
ICF | ISHARES TR | 10 | 10 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q1 2023 | 10 |
ACWV | ISHARES INC | 6 | 4 | 0.02% | 0.02% | 0.05% | Q1 2021 | Q3 2023 | 10 |
SCHB | SCHWAB STRATEGIC TR | 6 | 4 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 10 |
JRO | NUVEEN FLTNG RTE INCM ... | 10 | 10 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q2 2023 | 10 |
BSCO | INVESCO EXCH TRD SLF I... | 9 | 9 | 0.06% | 0.90% | 1.38% | Q2 2018 | Q2 2020 | 9 |
BSCN | INVESCO EXCH TRD SLF I... | 9 | 9 | 0.08% | 0.62% | 1.10% | Q2 2018 | Q2 2020 | 9 |
COMP | COMPASS INC | 9 | 9 | 0.06% | 0.30% | 0.99% | Q3 2021 | Q3 2023 | 9 |
BSCM | INVESCO EXCH TRD SLF I... | 9 | 9 | 0.05% | 0.19% | 0.34% | Q2 2018 | Q2 2020 | 9 |
GENERAL ELECTRIC CO | 9 | 9 | 0.05% | 0.07% | 0.08% | Q3 2021 | Q3 2023 | 9 | |
NEE | NEXTERA ENERGY INC | 7 | 2 | 0.01% | 0.07% | 0.11% | Q1 2016 | Q3 2023 | 9 |
NKE | NIKE INC | 8 | 1 | 0.02% | 0.06% | 0.21% | Q4 2014 | Q4 2021 | 9 |
UBSI | UNITED BANKSHARES INC ... | 9 | 9 | 0.02% | 0.06% | 0.07% | Q3 2021 | Q3 2023 | 9 |
BSCL | INVESCO EXCH TRD SLF I... | 9 | 9 | 0.05% | 0.05% | 0.06% | Q2 2018 | Q2 2020 | 9 |
WFC | WELLS FARGO CO NEW | 8 | 1 | 0.02% | 0.05% | 0.13% | Q4 2014 | Q4 2017 | 9 |
IBMM | ISHARES TR | 5 | 4 | 0.02% | 0.03% | 0.05% | Q1 2020 | Q1 2023 | 9 |
UPS | UNITED PARCEL SERVICE INC | 8 | 1 | 0.02% | 0.03% | 0.04% | Q4 2014 | Q1 2021 | 9 |
DIMENSIONAL ETF TRUST | 9 | 9 | 0.02% | 0.03% | 0.03% | Q3 2021 | Q3 2023 | 9 | |
OMC | OMNICOM GROUP INC | 8 | 1 | 0.01% | 0.02% | 0.08% | Q4 2014 | Q4 2017 | 9 |
BNL | BROADSTONE NET LEASE INC | 9 | 9 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 9 |
MLPN | CREDIT SUISSE NASSAU BRH | 8 | 8 | 3.20% | 5.30% | 7.38% | Q4 2014 | Q3 2016 | 8 |
JNK | SPDR SERIES TRUST | 8 | 8 | 0.04% | 0.11% | 0.21% | Q4 2014 | Q3 2016 | 8 |
HYG | ISHARES TR | 8 | 8 | 0.05% | 0.08% | 0.11% | Q4 2014 | Q3 2016 | 8 |
BIV | VANGUARD BD INDEX FD INC | 8 | 8 | 0.00% | 0.07% | 0.09% | Q4 2014 | Q3 2016 | 8 |
EEFT | EURONET WORLDWIDE INC | 8 | 8 | 0.04% | 0.05% | 0.06% | Q4 2014 | Q3 2016 | 8 |
BMY | BRISTOL MYERS SQUIBB CO | 8 | 8 | 0.03% | 0.05% | 0.06% | Q4 2014 | Q3 2016 | 8 |
IJT | ISHARES TR | 8 | 8 | 0.04% | 0.05% | 0.05% | Q4 2014 | Q3 2016 | 8 |
ADI | ANALOG DEVICES INC | 8 | 8 | 0.04% | 0.04% | 0.05% | Q4 2014 | Q3 2016 | 8 |
STPZ | PIMCO ETF TR | 8 | 8 | 0.04% | 0.04% | 0.05% | Q4 2014 | Q3 2016 | 8 |
DIA | SPDR DOW JONES INDL AV... | 8 | 8 | 0.00% | 0.04% | 0.06% | Q4 2014 | Q3 2016 | 8 |
DLS | WISDOMTREE TR | 8 | 8 | 0.04% | 0.04% | 0.05% | Q4 2014 | Q3 2016 | 8 |
CAH | CARDINAL HEALTH INC | 8 | 8 | 0.02% | 0.04% | 0.14% | Q4 2014 | Q3 2016 | 8 |
COH | COACH INC | 8 | 8 | 0.03% | 0.04% | 0.05% | Q4 2014 | Q3 2016 | 8 |
BSCK | CLAYMORE EXCHANGE TRD ... | 8 | 8 | 0.03% | 0.04% | 0.04% | Q4 2014 | Q3 2016 | 8 |
SYY | SYSCO CORP | 7 | 1 | 0.01% | 0.04% | 0.06% | Q2 2015 | Q3 2023 | 8 |
IJS | ISHARES TR | 8 | 8 | 0.03% | 0.04% | 0.04% | Q4 2014 | Q3 2016 | 8 |
MMM | 3M CO | 8 | 8 | 0.03% | 0.04% | 0.04% | Q4 2014 | Q3 2016 | 8 |
TGT | TARGET CORP | 8 | 8 | 0.01% | 0.04% | 0.05% | Q4 2014 | Q3 2016 | 8 |
KMB | KIMBERLY CLARK CORP | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2014 | Q3 2016 | 8 |
ISCG | ISHARES TR | 8 | 8 | 0.03% | 0.03% | 0.05% | Q4 2014 | Q3 2016 | 8 |
FDX | FEDEX CORP | 8 | 8 | 0.03% | 0.03% | 0.04% | Q4 2014 | Q3 2016 | 8 |
FLS | FLOWSERVE CORP | 8 | 8 | 0.03% | 0.03% | 0.04% | Q4 2014 | Q3 2016 | 8 |
ILCV | ISHARES TR | 8 | 8 | 0.03% | 0.03% | 0.04% | Q4 2014 | Q3 2016 | 8 |
SLB | SCHLUMBERGER LTD | 8 | 8 | 0.01% | 0.03% | 0.09% | Q4 2014 | Q3 2016 | 8 |
CBS | CBS CORP NEW | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2014 | Q3 2016 | 8 |
AWK | AMERICAN WTR WKS CO IN... | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2014 | Q3 2016 | 8 |
NBTB | NBT BANCORP INC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2014 | Q3 2016 | 8 |
CWB | SPDR SERIES TRUST | 8 | 8 | 0.01% | 0.03% | 0.04% | Q4 2014 | Q3 2016 | 8 |
BBT | BB&T CORP | 8 | 8 | 0.02% | 0.03% | 0.03% | Q4 2014 | Q3 2016 | 8 |
LQD | ISHARES TR | 8 | 8 | 0.02% | 0.03% | 0.03% | Q4 2014 | Q3 2016 | 8 |
VT | VANGUARD INTL EQUITY I... | 8 | 8 | 0.02% | 0.03% | 0.03% | Q4 2014 | Q3 2016 | 8 |
ISCV | ISHARES TR | 8 | 8 | 0.01% | 0.03% | 0.04% | Q4 2014 | Q3 2016 | 8 |
COP | CONOCOPHILLIPS | 8 | 8 | 0.01% | 0.03% | 0.03% | Q4 2014 | Q3 2016 | 8 |
PRFZ | POWERSHARES ETF TRUST | 8 | 8 | 0.01% | 0.02% | 0.06% | Q4 2014 | Q3 2016 | 8 |
UAA | UNDER ARMOUR INC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2014 | Q3 2016 | 8 |
NUE | NUCOR CORP | 8 | 8 | 0.02% | 0.02% | 0.03% | Q4 2014 | Q3 2016 | 8 |
MS | MORGAN STANLEY | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2014 | Q3 2016 | 8 |
SCHD | SCHWAB STRATEGIC TR | 4 | 4 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 8 |
YHOO | YAHOO INC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2014 | Q3 2016 | 8 |
SCI | SERVICE CORP INTL | 8 | 8 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q3 2016 | 8 |
MJN | MEAD JOHNSON NUTRITION CO | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2014 | Q3 2016 | 8 |
DLN | WISDOMTREE TR | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2014 | Q3 2016 | 8 |
EIX | EDISON INTL | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2014 | Q3 2016 | 8 |
VLO | VALERO ENERGY CORP NEW | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q3 2016 | 8 |
AIG | AMERICAN INTL GROUP INC | 8 | 8 | 0.00% | 0.01% | 0.05% | Q4 2014 | Q3 2016 | 8 |
MPWR | MONOLITHIC PWR SYS INC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q3 2016 | 8 |
BK | BANK NEW YORK MELLON CORP | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2016 | 8 |
ESRX | EXPRESS SCRIPTS HLDG CO | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q3 2016 | 8 |
DFE | WISDOMTREE TR | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q3 2016 | 8 |
CAT | CATERPILLAR INC DEL | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q3 2016 | 8 |
CNC | CENTENE CORP DEL | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q3 2016 | 8 |
PEG | PUBLIC SVC ENTERPRISE ... | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q3 2016 | 8 |
KMI | KINDER MORGAN INC DEL | 8 | 8 | 0.00% | 0.01% | 0.05% | Q4 2014 | Q3 2016 | 8 |
NLY | ANNALY CAP MGMT INC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q3 2016 | 8 |
BAX | BAXTER INTL INC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q3 2016 | 8 |
SU | SUNCOR ENERGY INC NEW | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q3 2016 | 8 |
TEL | TE CONNECTIVITY LTD | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q3 2016 | 8 |
MCK | MCKESSON CORP | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q3 2016 | 8 |
GSK | GLAXOSMITHKLINE PLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q3 2016 | 8 |
ZBH | ZIMMER BIOMET HLDGS INC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q3 2016 | 8 |
ROP | ROPER TECHNOLOGIES INC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q3 2016 | 8 |
WBC | WABCO HLDGS INC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q3 2016 | 8 |
WTR | AQUA AMERICA INC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q3 2016 | 8 |
PSX | PHILLIPS 66 | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q3 2016 | 8 |
IP | INTL PAPER CO | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q3 2016 | 8 |
ASNA | ASCENA RETAIL GROUP INC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q3 2016 | 8 |
SPH | SUBURBAN PROPANE PARTN... | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2016 | 8 |
LUMN | CENTURYLINK INC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q3 2016 | 8 |
USO | UNITED STATES OIL FUND LP | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q3 2016 | 8 |
BCE | BCE INC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q3 2016 | 8 |
CSBK | CLIFTON BANCORP INC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q3 2016 | 8 |
UTX | UNITED TECHNOLOGIES CORP | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q3 2016 | 8 |
PCEF | POWERSHARES ETF TRUST II | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q3 2016 | 8 |
PRU | PRUDENTIAL FINL INC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q3 2016 | 8 |
GBX | GREENBRIER COS INC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q1 2022 | 8 |
FE | FIRSTENERGY CORP | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2016 | 8 |
HSBCPRA | HSBC HLDGS PLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2016 | 8 |
RBSPRSCL | ROYAL BK SCOTLAND GROU... | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2016 | 8 |
AMT | AMERICAN TOWER CORP NEW | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2016 | 8 |
MPC | MARATHON PETE CORP | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2016 | 8 |
NTAP | NETAPP INC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2016 | 8 |
TEF | TELEFONICA S A | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2016 | 8 |
CDK | CDK GLOBAL INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2016 | 8 |
TRMB | TRIMBLE NAVIGATION LTD | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2016 | 8 |
STON | STONEMOR PARTNERS L P | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2016 | 8 |
CG | CARLYLE GROUP L P | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2016 | 8 |
DD | DU PONT E I DE NEMOURS... | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2016 | 8 |
AMLP | ALPS ETF TR | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2016 | 8 |
ENB | ENBRIDGE INC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2016 | 8 |
PNR | PENTAIR PLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2016 | 8 |
AEP | AMERICAN ELEC PWR INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2016 | 8 |
SINA | SINA CORP | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2016 | 8 |
AFL | AFLAC INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2016 | 8 |
CAKE | CHEESECAKE FACTORY INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2016 | 8 |
NAVG | NAVIGATORS GROUP INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2016 | 8 |
MNKKQ | MALLINCKRODT PUB LTD CO | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2016 | 8 |
TROW | PRICE T ROWE GROUP INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2016 | 8 |
MRO | MARATHON OIL CORP | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2016 | 8 |
NOK | NOKIA CORP | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2016 | 8 |
S | SPRINT CORP | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2016 | 8 |
BDX | BECTON DICKINSON & CO | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2016 | 8 |
PX | PRAXAIR INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2016 | 8 |
AAL | AMERICAN AIRLS GROUP INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2016 | 8 |
EWT | ISHARES | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2016 | 8 |
FTR | FRONTIER COMMUNICATION... | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2016 | 8 |
SIRI | SIRIUS XM HLDGS INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2016 | 8 |
SAN | BANCO SANTANDER SA | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2016 | 8 |
BP | BP PLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2016 | 8 |
DOW | DOW CHEM CO | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2016 | 8 |
GM | GENERAL MTRS CO | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2016 | 8 |
HYH | HALYARD HEALTH INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2016 | 8 |
PERY | ELLIS PERRY INTL INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2016 | 8 |
USG | U S G CORP | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2016 | 8 |
JCPNQ | PENNEY J C INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2016 | 8 |
IAC | IAC INTERACTIVECORP | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2016 | 8 |
DLX | DELUXE CORP | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2016 | 8 |
PEIX | PACIFIC ETHANOL INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2016 | 8 |
TPYP | MANAGED PORTFOLIO SER | 7 | 7 | 4.14% | 5.48% | 6.45% | Q2 2018 | Q4 2019 | 7 |
CEM | CLEARBRIDGE ENERGY MLP... | 4 | 3 | 1.46% | 1.77% | 2.16% | Q4 2014 | Q3 2016 | 7 |
PFF | ISHARES TR | 7 | 7 | 0.59% | 0.69% | 0.77% | Q4 2014 | Q2 2016 | 7 |
DBC | POWERSHARES DB CMDTY I... | 7 | 7 | 0.00% | 0.44% | 0.81% | Q4 2014 | Q2 2016 | 7 |
BSCP | INVESCO EXCH TRD SLF I... | 7 | 7 | 0.12% | 0.34% | 0.63% | Q4 2018 | Q2 2020 | 7 |
MLM | MARTIN MARIETTA MATLS INC | 7 | 7 | 0.05% | 0.06% | 0.07% | Q4 2014 | Q2 2016 | 7 |
PGX | POWERSHARES GLOBAL ETF... | 7 | 7 | 0.05% | 0.05% | 0.06% | Q4 2014 | Q2 2016 | 7 |
E103PS | WESTERN ASSET EMRG MKT... | 4 | 3 | 0.04% | 0.04% | 0.05% | Q4 2014 | Q3 2016 | 7 |
JMF | NUVEEN ENERGY MLP TOTL... | 7 | 7 | 0.04% | 0.04% | 0.05% | Q4 2015 | Q2 2017 | 7 |
BRKA | BERKSHIRE HATHAWAY INC... | 7 | 7 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q3 2023 | 7 |
VHT | VANGUARD WORLD FDS | 7 | 7 | 0.03% | 0.04% | 0.05% | Q1 2015 | Q3 2016 | 7 |
BSCN | CLAYMORE EXCHANGE TRD ... | 4 | 3 | 0.01% | 0.04% | 0.06% | Q1 2016 | Q1 2018 | 7 |
MDT | MEDTRONIC PLC | 7 | 7 | 0.04% | 0.04% | 0.04% | Q1 2015 | Q3 2016 | 7 |
EPD | ENTERPRISE PRODS PARTN... | 7 | 7 | 0.01% | 0.04% | 0.10% | Q4 2014 | Q2 2016 | 7 |
NVDA | NVIDIA CORPORATION | 4 | 3 | 0.02% | 0.04% | 0.08% | Q4 2021 | Q3 2023 | 7 |
LHX | L3HARRIS TECHNOLOGIES INC | 7 | 7 | 0.03% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
DGRW | WISDOMTREE TR | 7 | 7 | 0.03% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
DXJ | WISDOMTREE TR | 7 | 7 | 0.02% | 0.03% | 0.04% | Q4 2014 | Q2 2016 | 7 |
FOF | COHEN & STEERS CLOSED ... | 4 | 3 | 0.02% | 0.03% | 0.03% | Q4 2014 | Q3 2016 | 7 |
LNT | ALLIANT ENERGY CORP | 7 | 7 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
FFIV | F5 INC | 7 | 7 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
NRK | NUVEEN NY AMT FREE MUN... | 4 | 3 | 0.01% | 0.02% | 0.03% | Q4 2014 | Q3 2016 | 7 |
IBME | ISHARES | 7 | 7 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q2 2016 | 7 |
SMLP | SUMMIT MIDSTREAM PARTN... | 7 | 7 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q2 2016 | 7 |
BDJ | BLACKROCK ENHANCED EQT... | 4 | 3 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q3 2016 | 7 |
UTF | COHEN & STEERS INFRAST... | 4 | 3 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q3 2016 | 7 |
JTD | NUVEEN TAX ADVANTAGED ... | 4 | 3 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q3 2016 | 7 |
ETV | EATON VANCE TX MNG BY ... | 4 | 3 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q3 2016 | 7 |
WR | WESTAR ENERGY INC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q3 2016 | 7 |
GLO | CLOUGH GLOBAL OPPORTUN... | 4 | 3 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q3 2016 | 7 |
RNP | COHEN & STEERS REIT & ... | 4 | 3 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q3 2016 | 7 |
HIO | WESTERN ASSET HIGH INC... | 4 | 3 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q3 2016 | 7 |
UL | UNILEVER PLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2015 | Q3 2016 | 7 |
XEL | XCEL ENERGY INC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q3 2016 | 7 |
DPS | DR PEPPER SNAPPLE GROU... | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q3 2016 | 7 |
NSC | NORFOLK SOUTHERN CORP | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q3 2016 | 7 |
BOND | PIMCO ETF TR | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q3 2016 | 7 |
GAM | GENERAL AMERN INVS INC | 4 | 3 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q3 2016 | 7 |
QRVO | QORVO INC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q3 2016 | 7 |
HYT | BLACKROCK CORPOR HI YL... | 4 | 3 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q3 2016 | 7 |
MBB | ISHARES TR | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q2 2016 | 7 |
MCN | MADISON CVRED CALL & E... | 4 | 3 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q3 2016 | 7 |
NFJ | ALLIANZGI NFJ DIVID IN... | 4 | 3 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q3 2016 | 7 |
DARIOHEALTH CORP | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 | |
CEF | CENTRAL FD CDA LTD | 4 | 3 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q3 2016 | 7 |
FHY | FIRST TR STRATEGIC HIG... | 4 | 3 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q3 2016 | 7 |
TYC | TYCO INTL PLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q2 2016 | 7 |
EVG | EATON VANCE SH TM DR D... | 4 | 3 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q3 2016 | 7 |
MFT | BLACKROCK MUNIYLD INVS... | 4 | 3 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q3 2016 | 7 |
VIAB | VIACOM INC NEW | 7 | 7 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q2 2016 | 7 |
PMM | PUTNAM MANAGED MUN INC... | 4 | 3 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2016 | 7 |
GILD | GILEAD SCIENCES INC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2016 | 7 |
EXG | EATON VANCE TAX MNGD G... | 4 | 3 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2016 | 7 |
BME | BLACKROCK HEALTH SCIEN... | 4 | 3 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2016 | 7 |
NUO | NUVEEN OHIO QUALITY IN... | 4 | 3 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2016 | 7 |
KYE | KAYNE ANDERSON ENRGY T... | 4 | 3 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2016 | 7 |
PML | PIMCO MUN INCOME FD II | 4 | 3 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2016 | 7 |
NXQ | NUVEEN SELECT TAX FREE... | 4 | 3 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2016 | 7 |
PCF | PUTMAN HIGH INCOME SEC... | 4 | 3 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2016 | 7 |
ITB | ISHARES TR | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2016 | 7 |
VTN | INVESCO TR INVT GRADE ... | 4 | 3 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2016 | 7 |
LTBR | LIGHTBRIDGE CORP | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2016 | 7 |
BBCN | BBCN BANCORP INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2016 | 7 |
EMC | E M C CORP MASS | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2016 | 7 |
OZRK | BANK OF THE OZARKS INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2016 | 7 |
ASH | ASHLAND INC NEW | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2016 | 7 |
MSI | MOTOROLA SOLUTIONS INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2016 | 7 |
ECTE | ECHO THERAPEUTICS INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2016 | 7 |
FAM | FIRST TR ABERDEEN GLBL... | 4 | 3 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2016 | 7 |
VRTV | VERITIV CORP | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2016 | 7 |
IBDT | ISHARES TR | 6 | 6 | 1.17% | 1.80% | 2.13% | Q2 2022 | Q3 2023 | 6 |
IBDU | ISHARES TR | 6 | 6 | 1.16% | 1.79% | 2.12% | Q2 2022 | Q3 2023 | 6 |
ENH | ENDURANCE SPECIALTY HL... | 6 | 6 | 0.95% | 0.99% | 1.04% | Q4 2014 | Q1 2016 | 6 |
BRO | BROWN & BROWN INC | 6 | 6 | 0.17% | 0.18% | 0.20% | Q2 2022 | Q3 2023 | 6 |
IBMO | ISHARES TR | 6 | 6 | 0.04% | 0.10% | 0.13% | Q2 2022 | Q3 2023 | 6 |
IBMP | ISHARES TR | 6 | 6 | 0.02% | 0.09% | 0.13% | Q2 2022 | Q3 2023 | 6 |
MCI | BABSON CAP CORPORATE INVS | 3 | 3 | 0.06% | 0.07% | 0.07% | Q4 2014 | Q2 2016 | 6 |
BX | BLACKSTONE GROUP L P | 5 | 1 | 0.00% | 0.06% | 0.17% | Q3 2015 | Q1 2019 | 6 |
IBMN | ISHARES TR | 6 | 6 | 0.04% | 0.06% | 0.07% | Q2 2022 | Q3 2023 | 6 |
TOTL | SSGA ACTIVE ETF TR | 6 | 6 | 0.04% | 0.05% | 0.07% | Q2 2015 | Q3 2016 | 6 |
BSCO | CLAYMORE EXCHANGE TRD ... | 4 | 2 | 0.02% | 0.05% | 0.06% | Q2 2016 | Q1 2018 | 6 |
ARKK | ARK ETF TR | 6 | 6 | 0.03% | 0.04% | 0.06% | Q4 2020 | Q1 2022 | 6 |
QAI | INDEXIQ ETF TR | 3 | 3 | 0.03% | 0.04% | 0.06% | Q4 2014 | Q3 2016 | 6 |
BUD | ANHEUSER BUSCH INBEV S... | 3 | 1 | 0.02% | 0.04% | 0.05% | Q4 2014 | Q3 2016 | 6 |
AMD | ADVANCED MICRO DEVICES... | 4 | 1 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q2 2023 | 6 |
ET | ENERGY TRANSFER EQUITY... | 4 | 2 | 0.01% | 0.02% | 0.03% | Q4 2014 | Q2 2016 | 6 |
SUSA | ISHARES TR | 4 | 2 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 6 |
RIO | RIO TINTO PLC | 5 | 1 | 0.00% | 0.02% | 0.02% | Q2 2015 | Q3 2023 | 6 |
XLF | SELECT SECTOR SPDR TR | 6 | 6 | 0.00% | 0.01% | 0.07% | Q2 2015 | Q3 2016 | 6 |
SBAC | SBA COMMUNICATIONS CORP | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q1 2016 | 6 |
IDXX | IDEXX LABS INC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q1 2016 | 6 |
TCP | TC PIPELINES LP | 6 | 6 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q2 2016 | 6 |
CBU | COMMUNITY BK SYS INC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q1 2016 | 6 |
NUV | NUVEEN MUN VALUE FD INC | 4 | 2 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2016 | 6 |
LMCA | LIBERTY MEDIA CORP DEL... | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q1 2016 | 6 |
ADT | THE ADT CORPORATION | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2016 | 6 |
TTE | TOTAL S A | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q1 2016 | 6 |
CAG | CONAGRA FOODS INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2016 | 6 |
TWC | TIME WARNER CABLE INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2016 | 6 |
MON | MONSANTO CO NEW | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2016 | 6 |
DIMENSIONAL ETF TRUST | 5 | 5 | 0.23% | 0.54% | 0.67% | Q3 2022 | Q3 2023 | 5 | |
PID | POWERSHARES ETF TRUST | 5 | 5 | 0.26% | 0.37% | 0.43% | Q4 2014 | Q4 2015 | 5 |
ELD | WISDOMTREE TR | 5 | 5 | 0.01% | 0.15% | 0.37% | Q4 2014 | Q4 2015 | 5 |
VCIT | VANGUARD SCOTTSDALE FDS | 4 | 1 | 0.03% | 0.10% | 0.12% | Q1 2019 | Q4 2022 | 5 |
SCD | LMP CAP & INCOME FD INC | 5 | 5 | 0.05% | 0.05% | 0.05% | Q4 2015 | Q4 2016 | 5 |
WES | WESTERN GAS PARTNERS LP | 5 | 5 | 0.01% | 0.04% | 0.08% | Q4 2014 | Q4 2015 | 5 |
PYPL | PAYPAL HLDGS INC | 2 | 1 | 0.01% | 0.04% | 0.11% | Q3 2015 | Q3 2021 | 5 |
JACOBS SOLUTIONS INC | 5 | 5 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2023 | 5 | |
JTP | NUVEEN QUALITY PFD INC... | 3 | 2 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q1 2016 | 5 |
BHP | BHP GROUP LTD | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
AGN | ALLERGAN PLC | 3 | 2 | 0.02% | 0.02% | 0.03% | Q2 2015 | Q3 2016 | 5 |
ACE | ACE LTD | 5 | 5 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q4 2015 | 5 |
BKN | BLACKROCK INVT QUALITY... | 4 | 1 | 0.01% | 0.02% | 0.02% | Q2 2015 | Q3 2016 | 5 |
ENHABIT INC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 | |
KHC | KRAFT HEINZ CO | 5 | 5 | 0.00% | 0.02% | 0.02% | Q3 2015 | Q3 2016 | 5 |
PROS | PROSIGHT GLOBAL INC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q2 2021 | 5 |
NVS | NOVARTIS AG | 4 | 1 | 0.01% | 0.01% | 0.02% | Q2 2015 | Q3 2023 | 5 |
TD | TORONTO DOMINION BK ONT | 4 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q3 2016 | 5 |
TY | TRI CONTL CORP | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2016 | 5 |
DAL | DELTA AIR LINES INC DEL | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q3 2016 | 5 |
NQI | NUVEEN QUALITY MUN FD INC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2016 | 5 |
WSH | WILLIS GROUP HOLDINGS ... | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2015 | 5 |
4305PS | ALCATEL-LUCENT | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2015 | 5 |
TOL | TOLL BROTHERS INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2015 | 5 |
CB | CHUBB CORP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2015 | 5 |
GEF | GREIF INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2015 | 5 |
BMS | BEMIS INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2015 | 5 |
NOV | NATIONAL OILWELL VARCO... | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2015 | 5 |
APA | APACHE CORP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2015 | 5 |
CC | CHEMOURS CO | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2016 | 5 |
QEP | QEP RES INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2015 | 5 |
ALB | ALBEMARLE CORP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2015 | 5 |
AIGWS | AMERICAN INTL GROUP INC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2016 | 5 |
DNOW | NOW INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2015 | 5 |
NMA | NUVEEN MUN ADVANTAGE F... | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2016 | 5 |
TDTT | FLEXSHARES TR | 4 | 4 | 1.80% | 1.98% | 2.11% | Q4 2022 | Q3 2023 | 4 |
IDLV | POWERSHARES ETF TR II | 4 | 4 | 0.21% | 0.23% | 0.24% | Q4 2015 | Q3 2016 | 4 |
RTR | OPPENHEIMER REV WEIGHT... | 4 | 4 | 0.04% | 0.10% | 0.20% | Q4 2015 | Q3 2016 | 4 |
DBEM | DBX ETF TR | 4 | 4 | 0.02% | 0.09% | 0.14% | Q4 2014 | Q3 2015 | 4 |
IBMQ | ISHARES TR | 4 | 4 | 0.06% | 0.08% | 0.11% | Q4 2022 | Q3 2023 | 4 |
RWO | SPDR INDEX SHS FDS | 4 | 4 | 0.07% | 0.07% | 0.08% | Q1 2019 | Q4 2019 | 4 |
VTEB | VANGUARD MUN BD FD INC | 4 | 4 | 0.06% | 0.07% | 0.07% | Q1 2019 | Q4 2019 | 4 |
GBDC | GOLUB CAP BDC INC | 4 | 4 | 0.06% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 4 |
OXY | OCCIDENTAL PETE CORP DEL | 4 | 4 | 0.01% | 0.05% | 0.09% | Q3 2015 | Q2 2016 | 4 |
MMP | MAGELLAN MIDSTREAM PRT... | 4 | 4 | 0.01% | 0.05% | 0.09% | Q3 2015 | Q2 2016 | 4 |
VPL | VANGUARD INTL EQUITY I... | 4 | 4 | 0.04% | 0.05% | 0.05% | Q4 2014 | Q3 2015 | 4 |
DV | DOUBLEVERIFY HLDGS INC | 4 | 4 | 0.03% | 0.04% | 0.06% | Q4 2021 | Q3 2022 | 4 |
NGLS | TARGA RESOURCES PARTNE... | 4 | 4 | 0.00% | 0.03% | 0.07% | Q1 2015 | Q4 2015 | 4 |
DGS | WISDOMTREE TR | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2014 | Q3 2015 | 4 |
WBA | WALGREENS BOOTS ALLIAN... | 4 | 4 | 0.02% | 0.03% | 0.03% | Q1 2022 | Q4 2022 | 4 |
TSN | TYSON FOODS INC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q4 2022 | 4 |
FNDC | SCHWAB STRATEGIC TR | 4 | 4 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q1 2022 | 4 |
STL | STERLING BANCORP DEL | 3 | 1 | 0.02% | 0.02% | 0.02% | Q3 2015 | Q3 2016 | 4 |
DLR | DIGITAL RLTY TR INC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q3 2016 | 4 |
IWO | ISHARES TR | 3 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 4 |
GLW | CORNING INC | 3 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q2 2023 | 4 |
PKB | POWERSHARES ETF TRUST | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q3 2016 | 4 |
SE | SPECTRA ENERGY CORP | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2015 | Q3 2016 | 4 |
HYS | PIMCO ETF TR | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q3 2015 | 4 |
GDO | WESTERN ASSET GLOBAL C... | 3 | 1 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q3 2016 | 4 |
VTR | VENTAS INC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q3 2016 | 4 |
PPL | PPL CORP | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q3 2016 | 4 |
HME | HOME PROPERTIES INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q3 2015 | 4 |
FUN | CEDAR FAIR L P | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q3 2015 | 4 |
DBA | POWERSHS DB MULTI SECT... | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q3 2015 | 4 |
NSH | NUSTAR GP HOLDINGS LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q3 2015 | 4 |
HEDJ | WISDOMTREE TR | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q3 2016 | 4 |
MMT | MFS MULTIMARKET INCOME TR | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q3 2016 | 4 |
STRZA | STARZ | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q3 2015 | 4 |
NIO | NUVEEN MUN OPPORTUNITY... | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q1 2016 | 4 |
LBRDK | LIBERTY BROADBAND CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2015 | 4 |
ACG | ALLIANCEBERNSTEIN INCO... | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2015 | 4 |
ING | ING GROEP N V | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2016 | 4 |
EZU | ISHARES | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2015 | 4 |
LBRDA | LIBERTY BROADBAND CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2015 | 4 |
ATAX | AMERICA FIRST MULTIFAM... | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2016 | 4 |
PCY | POWERSHARES GLOBAL ETF... | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2016 | 4 |
ES | EVERSOURCE ENERGY | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2016 | 4 |
GMWSB | GENERAL MTRS CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2016 | 4 |
SRF | CUSHING ENERGY INCOME | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2016 | 4 |
IBDS | ISHARES TR | 3 | 3 | 1.98% | 2.02% | 2.09% | Q4 2022 | Q2 2023 | 3 |
IBDR | ISHARES TR | 3 | 3 | 1.94% | 2.00% | 2.07% | Q4 2022 | Q2 2023 | 3 |
IBDS | ISHARES TR | 2 | 1 | 1.16% | 1.54% | 1.99% | Q2 2022 | Q3 2023 | 3 |
IBDR | ISHARES TR | 2 | 1 | 1.15% | 1.53% | 1.94% | Q2 2022 | Q3 2023 | 3 |
VGSH | VANGUARD SCOTTSDALE FDS | 3 | 3 | 0.09% | 0.10% | 0.10% | Q1 2023 | Q3 2023 | 3 |
MHK | MOHAWK INDS INC | 3 | 3 | 0.05% | 0.07% | 0.11% | Q4 2017 | Q2 2018 | 3 |
URI | UNITED RENTALS INC | 2 | 1 | 0.04% | 0.06% | 0.07% | Q3 2015 | Q3 2023 | 3 |
BHK | BLACKROCK CORE BD TR | 3 | 3 | 0.04% | 0.05% | 0.05% | Q1 2016 | Q3 2016 | 3 |
IBMJ | ISHARES TR | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q3 2019 | 3 |
BSCL | CLAYMORE EXCHANGE TRD ... | 3 | 3 | 0.01% | 0.04% | 0.06% | Q1 2016 | Q3 2016 | 3 |
ILCB | ISHARES TR | 3 | 3 | 0.04% | 0.04% | 0.04% | Q4 2014 | Q2 2015 | 3 |
PSA | PUBLIC STORAGE | 2 | 1 | 0.03% | 0.03% | 0.04% | Q3 2019 | Q3 2020 | 3 |
IVW | ISHARES TR | 2 | 1 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 3 |
FRANKLIN BSP RLTY TR INC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 | |
SHYG | ISHARES TR | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2016 | Q3 2016 | 3 |
PHB | POWERSHARES ETF TR II | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2016 | Q3 2016 | 3 |
ILCG | ISHARES TR | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2016 | Q3 2016 | 3 |
CB | CHUBB LIMITED | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2016 | Q3 2016 | 3 |
AHGP | ALLIANCE HOLDINGS GP LP | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q2 2015 | 3 |
ETP | ENERGY TRANSFER PRTNRS... | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2015 | 3 |
BXLT | BAXALTA INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q1 2016 | 3 |
STAR | ISTAR INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q3 2016 | 3 |
EEP | ENBRIDGE ENERGY PARTNE... | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q2 2015 | 3 |
CLNY | COLONY CAP INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q3 2016 | 3 |
NGL | NGL ENERGY PARTNERS LP | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q2 2015 | 3 |
TNXP | TONIX PHARMACEUTICALS ... | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2016 | 3 |
AMID | AMERICAN MIDSTREAM PAR... | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2015 | 3 |
OHI | OMEGA HEALTHCARE INVS INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2015 | 3 |
ERF | ENERPLUS CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2015 | 3 |
SXEEQ | SOUTHCROSS ENERGY PART... | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2015 | 3 |
TRGP | TARGA RES CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2016 | 3 |
UPH | UPHEALTH INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
DVYE | ISHARES | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2016 | 3 |
LNCOQ | LINNCO LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2015 | 3 |
GMWSA | GENERAL MTRS CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2016 | 3 |
BRSWQ | BRISTOW GROUP INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2016 | 3 |
RWL | REVENUESHARES ETF TR | 1 | 1 | 1.81% | 1.95% | 2.10% | Q4 2014 | Q3 2015 | 2 |
JLL | JONES LANG LASALLE INC | 1 | 1 | 0.27% | 0.42% | 0.56% | Q2 2018 | Q3 2023 | 2 |
IBDV | ISHARES TR | 2 | 2 | 0.22% | 0.40% | 0.58% | Q2 2023 | Q3 2023 | 2 |
RWK | REVENUESHARES ETF TR | 1 | 1 | 0.31% | 0.35% | 0.38% | Q4 2014 | Q3 2015 | 2 |
RWJ | REVENUESHARES ETF TR | 1 | 1 | 0.24% | 0.27% | 0.29% | Q4 2014 | Q3 2015 | 2 |
RTR | REVENUESHARES ETF TR | 1 | 1 | 0.22% | 0.26% | 0.31% | Q4 2014 | Q3 2015 | 2 |
HRS | HARRIS CORP DEL | 1 | 1 | 0.00% | 0.24% | 0.48% | Q2 2015 | Q4 2017 | 2 |
IBDW | ISHARES TR | 2 | 2 | 0.14% | 0.20% | 0.27% | Q2 2023 | Q3 2023 | 2 |
FRC | FIRST REP BK SAN FRANC... | 2 | 2 | 0.15% | 0.15% | 0.15% | Q3 2015 | Q4 2015 | 2 |
CHKP | CHECK POINT SOFTWARE TECH | 2 | 2 | 0.12% | 0.12% | 0.12% | Q3 2015 | Q4 2015 | 2 |
XRAY | DENTSPLY SIRONA INC | 2 | 2 | 0.07% | 0.12% | 0.16% | Q4 2017 | Q1 2018 | 2 |
AVB | AVALONBAY CMNTYS INC | 2 | 2 | 0.11% | 0.11% | 0.11% | Q3 2015 | Q4 2015 | 2 |
PLD | PROLOGIS INC | 2 | 2 | 0.09% | 0.09% | 0.10% | Q3 2015 | Q4 2015 | 2 |
WRK | WESTROCK CO | 2 | 2 | 0.08% | 0.09% | 0.10% | Q3 2015 | Q4 2015 | 2 |
TGNA | TEGNA INC | 2 | 2 | 0.09% | 0.09% | 0.10% | Q3 2015 | Q4 2015 | 2 |
VNO | VORNADO RLTY TR | 2 | 2 | 0.08% | 0.09% | 0.10% | Q3 2015 | Q4 2015 | 2 |
FOXA | TWENTY FIRST CENTY FOX... | 2 | 2 | 0.09% | 0.09% | 0.09% | Q3 2015 | Q4 2015 | 2 |
GOOGL | GOOGLE INC | 1 | 1 | 0.03% | 0.09% | 0.15% | Q4 2014 | Q3 2015 | 2 |
ST | SENSATA TECHNOLOGIES HLDG | 2 | 2 | 0.09% | 0.09% | 0.09% | Q3 2015 | Q4 2015 | 2 |
PAA | PLAINS ALL AMERN PIPELINE | 2 | 2 | 0.06% | 0.07% | 0.08% | Q3 2015 | Q4 2015 | 2 |
FXE | CURRENCYSHARES EURO TR | 2 | 2 | 0.07% | 0.07% | 0.08% | Q4 2016 | Q1 2017 | 2 |
SXL | SUNOCO LOGISTICS PRTNRS L | 2 | 2 | 0.06% | 0.07% | 0.07% | Q3 2015 | Q4 2015 | 2 |
GOOG | GOOGLE INC | 1 | 1 | 0.03% | 0.06% | 0.09% | Q4 2014 | Q3 2015 | 2 |
BSCM | CLAYMORE EXCHANGE TRD ... | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2016 | Q3 2016 | 2 |
GLNG | GOLAR LNG LTD BERMUDA | 2 | 2 | 0.04% | 0.06% | 0.07% | Q3 2015 | Q4 2015 | 2 |
QUIK | QUICKLOGIC CORP | 2 | 2 | 0.05% | 0.05% | 0.06% | Q1 2020 | Q2 2020 | 2 |
CGEN | COMPUGEN LTD | 2 | 2 | 0.04% | 0.05% | 0.07% | Q3 2020 | Q4 2020 | 2 |
F | FORD MTR CO DEL | 2 | 2 | 0.04% | 0.05% | 0.07% | Q2 2023 | Q3 2023 | 2 |
RJF | RAYMOND JAMES FINL INC | 1 | 1 | 0.03% | 0.05% | 0.07% | Q3 2022 | Q3 2023 | 2 |
PCLN | PRICELINE GRP INC | 1 | 1 | 0.01% | 0.05% | 0.09% | Q2 2015 | Q4 2017 | 2 |
VCSH | VANGUARD SCOTTSDALE FDS | 2 | 2 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q4 2022 | 2 |
DWX | SPDR INDEX SHS FDS | 2 | 2 | 0.04% | 0.04% | 0.05% | Q4 2014 | Q1 2015 | 2 |
GMLP | GOLAR LNG PARTNERS LP | 2 | 2 | 0.04% | 0.04% | 0.05% | Q3 2015 | Q4 2015 | 2 |
AVGO | BROADCOM INC | 2 | 2 | 0.02% | 0.04% | 0.05% | Q2 2023 | Q3 2023 | 2 |
NRC | NATIONAL RESH CORP | 2 | 2 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q1 2021 | 2 |
PDFS | PDF SOLUTIONS INC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q1 2021 | 2 |
QUOT | QUOTIENT TECHNOLOGY INC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q1 2021 | 2 |
LINDE PLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 | |
TSP | TUSIMPLE HLDGS INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q4 2021 | 2 |
NOBL | PROSHARES TR | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q2 2021 | 2 |
GE HEALTHCARE TECHNOLO... | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q2 2023 | 2 | |
EES | WISDOMTREE TR | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q4 2021 | 2 |
BLK | BLACKROCK INC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q3 2016 | Q2 2023 | 2 |
IUSV | ISHARES TR | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
HPQ | HEWLETT PACKARD CO | 1 | 1 | 0.00% | 0.02% | 0.03% | Q4 2014 | Q3 2015 | 2 |
MYL | MYLAN N V | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2015 | Q2 2015 | 2 |
VG | VONAGE HLDGS CORP | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q1 2021 | 2 |
SANM | SANMINA CORPORATION | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q1 2015 | 2 |
IAU | ISHARES GOLD TRUST | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q1 2021 | 2 |
UA | UNDER ARMOUR INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q3 2016 | 2 |
NKTR | NEKTAR THERAPEUTICS | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
SNY | SANOFI | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q3 2015 | 2 |
CELG | CELGENE CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q3 2016 | 2 |
ABB | ABB LTD | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q2 2015 | 2 |
NVG | NUVEEN ENHANCED AMT FR... | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q3 2016 | 2 |
TGP | TEEKAY LNG PARTNERS L P | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q1 2015 | 2 |
RAI | REYNOLDS AMERICAN INC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q3 2015 | 2 |
SHLX | SHELL MIDSTREAM PARTNE... | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q2 2016 | 2 |
CHTR | CHARTER COMMUNICATIONS... | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q3 2016 | 2 |
VOD | VODAFONE GROUP PLC NEW | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q2 2015 | 2 |
PNNT | PENNANTPARK INVT CORP | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2015 | 2 |
BCSPRACL | BARCLAYS BANK PLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2015 | 2 |
OAK | OAKTREE CAP GROUP LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2015 | 2 |
BXE | BELLATRIX EXPLORATION LTD | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2016 | 2 |
IWP | ISHARES TR | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2015 | 2 |
IWS | ISHARES TR | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2015 | 2 |
EWA | ISHARES | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
WLTW | WILLIS TOWERS WATSON P... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
XHB | SPDR SERIES TRUST | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
VHC | VIRNETX HLDG CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
BLI | PHENOMEX INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
EMLC | VANECK VECTORS ETF TR | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
LSXMA | LIBERTY MEDIA CORP DEL... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
EMLC | MARKET VECTORS ETF TR | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2016 | 2 |
VRINGO INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2016 | 2 | |
FWONA | LIBERTY MEDIA CORP DEL... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
AIGWS | AMERICAN INTL GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2015 | 2 |
RCPIQ | ROCK CREEK PHARMACEUTI... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
FH | FORM HLDGS CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
BATRA | LIBERTY MEDIA CORP DEL... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
VRNG | VRINGO INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2015 | 2 |
CEM | CLEARBRIDGE ENERGY MLP FD | 1 | 1 | 2.07% | 2.07% | 2.07% | Q3 2015 | Q3 2015 | 1 |
FCT | FIRST TR SR FLG RTE IN... | 1 | 1 | 0.69% | 0.69% | 0.69% | Q3 2015 | Q3 2015 | 1 |
FRA | BLACKROCK FLOAT RATE O... | 1 | 1 | 0.48% | 0.48% | 0.48% | Q3 2015 | Q3 2015 | 1 |
FHN | FIRST HORIZON NATL CORP | 1 | 1 | 0.28% | 0.28% | 0.28% | Q1 2017 | Q1 2017 | 1 |
CHY | CALAMOS CONV & HIGH IN... | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2015 | Q3 2015 | 1 |
EMD | WESTERN ASSET EMRG MKT... | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2015 | Q3 2015 | 1 |
VVR | INVESCO SR INCOME TR | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2015 | Q3 2015 | 1 |
INB | COHEN & STEERS GLOBAL INC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2015 | Q3 2015 | 1 |
NSL | NUVEEN SR INCOME FD | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2015 | Q3 2015 | 1 |
PGRE | PARAMOUNT GROUP INC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2017 | Q1 2017 | 1 |
MWE | MARKWEST ENERGY PARTNE... | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2015 | Q3 2015 | 1 |
WWAV | WHITEWAVE FOODS CO | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2015 | Q4 2015 | 1 |
MPLX | MPLX LP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2015 | Q4 2015 | 1 |
GOVT | ISHARES TR | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2018 | Q1 2018 | 1 |
MCI | BABSON CAP CORPORATE INVS | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2015 | Q3 2015 | 1 |
SCD | LMP CAP & INCOME FD INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2015 | Q3 2015 | 1 |
RFI | COHEN & STEERS TOTAL R... | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2015 | Q3 2015 | 1 |
SYK | STRYKER CORPORATION | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q1 2022 | 1 |
FWONK | LIBERTY MEDIA CORP DELAW | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2017 | Q4 2017 | 1 |
WORLD GOLD TR | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q1 2022 | 1 | |
KRBN | KRANESHARES TR | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
E103PS | WESTERN ASSET EMRG MKT... | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2015 | Q3 2015 | 1 |
PAYC | PAYCOM SOFTWARE INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2019 | Q2 2019 | 1 |
ISHARES TR | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 | |
MHN | BLACKROCK MUNIHLDGS NY... | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2015 | Q3 2015 | 1 |
PPR | VOYA PRIME RATE TR | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q4 2018 | 1 |
PAYC | PAYCOM SOFTWARE INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2019 | Q3 2019 | 1 |
BKNG | BOOKING HOLDINGS INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
FSK | FS INVT CORP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2018 | Q1 2018 | 1 |
BLEND LABS INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 | |
ATVI | ACTIVISION BLIZZARD INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
BLACKSTONE SECD LENDIN... | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 | |
AOA | ISHARES TR | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
NRK | NUVEEN NY AMT FREE MUN... | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2015 | Q3 2015 | 1 |
FIV | FIRST TR SR FLOATING R... | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
NBB | NUVEEN TAXABLE MUNICPA... | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
BCO | BRINKS CO | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2014 | Q4 2014 | 1 |
EFL | EATON VANCE FLTNG RATE... | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
FOF | COHEN & STEERS CLOSED END | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2015 | Q3 2015 | 1 |
SCHX | SCHWAB STRATEGIC TR | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
OAKTREE SPECIALTY LEND... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 | |
SCHO | SCHWAB STRATEGIC TR | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
JTP | NUVEEN QUALITY PFD INCOME | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2015 | Q3 2015 | 1 |
BKN | BLACKROCK INVT QUALITY... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2015 | Q3 2015 | 1 |
RTX | RAYTHEON TECHNOLOGIES ... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
AGG | ISHARES TR | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2015 | Q1 2015 | 1 |
QUAL | ISHARES TR | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
HVB | HUDSON VALLEY HOLDING ... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q4 2014 | 1 |
XLE | SELECT SECTOR SPDR TR | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
DOW | DOW INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
JPS | NUVEEN PREFERRED SECUR... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q2 2016 | 1 |
GSLC | GOLDMAN SACHS ETF TR | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
FAX | ABERDEEN ASIA PACIFIC ... | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q2 2017 | 1 |
APD | AIR PRODS CHEMS INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
IAU | GOLD TR | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
REGN | REGENERON PHARMACEUTICALS | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
ZTS | ZOETIS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
BDJ | BLACKROCK ENHANCED EQT... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
JFR | NUVEEN FLOATING RATE I... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
LNG | CHENIERE ENERGY INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
JTD | NUVEEN TAX ADVANTAGED DIV | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
CERN | CERNER CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
GLO | CLOUGH GLOBAL OPPORTUN... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
UTF | COHEN & STEERS INFRAST... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
ETV | EATON VANCE TX MNG BY WRT | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
DIAX | NUVEEN DOW 30 DYN OVER... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
TMUS | T MOBILE US INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
HTS | HATTERAS FINL CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
RNP | COHEN & STEERS REIT & PFD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
BMRN | BIOMARIN PHARMACEUTICA... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
BKLN | POWERSHARES ETF TRUST II | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
AGNC | AMERICAN CAPITAL AGENC... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
ILMN | ILLUMINA INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
HIO | WESTERN ASSET HIGH INC... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
EQIX | EQUINIX INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
NOW | SERVICENOW INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
GAM | GENERAL AMERN INVS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
HYT | BLACKROCK CORPOR HI YL... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
ICE | INTERCONTINENTAL EXCHA... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
ARMH | ARM HLDGS PLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
MCN | MADISON CVRED CALL & E... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
LINEQ | LINN ENERGY LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
ENLK | ENLINK MIDSTREAM PARTNERS | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
CEF | CENTRAL FD CDA LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
NFJ | ALLIANZGI NFJ DIVID INT & | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
LNKD | LINKEDIN CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
SPLK | SPLUNK INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
MMT | MFS MULTIMARKET INCOME TR | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
ERIC | ERICSSON | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
CMG | CHIPOTLE MEXICAN GRILL... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
VBIV | VBI VACCINES INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
SJNK | SPDR SER TR | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
ATHN | ATHENAHEALTH INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
BTI | BRITISH AMERN TOB PLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
TWO | TWO HBRS INVT CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
WYNN | WYNN RESORTS LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
NYCB | NEW YORK CMNTY BANCORP... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
BXMT | BLACKSTONE MTG TR INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
MFT | BLACKROCK MUNIYLD INVS... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
FHY | FIRST TR STRATEGIC HIG... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
BXMX | NUVEEN S&P 500 BUY-WRI... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
EVG | EATON VANCE SH TM DR DIVR | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
TIF | TIFFANY & CO NEW | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
BWX | SPDR SERIES TRUST | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
RASF | RAIT FINANCIAL TRUST | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
PMM | PUTNAM MANAGED MUN INC... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
PBCT | PEOPLES UNITED FINANCI... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
NIO | NUVEEN MUN OPPORTUNITY FD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
NUV | NUVEEN MUN VALUE FD INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
SIX | SIX FLAGS ENTMT CORP NEW | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
SON | SONOCO PRODS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
NRF | NORTHSTAR RLTY FIN CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
NRZ | NEW RESIDENTIAL INVT CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
MET | METLIFE INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
TRV | TRAVELERS COMPANIES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
KRFT | KRAFT FOODS GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
HPT | HOSPITALITY PPTYS TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
HSBC | HSBC HLDGS PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
GPC | GENUINE PARTS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
FEYE | FIREEYE INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
FSC | FIFTH STREET FINANCE CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
EVEPQ | EV ENERGY PARTNERS LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
WPZ | WILLIAMS PARTNERS L P NEW | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
BCSPRDCL | BARCLAYS BANK PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
JCI | JOHNSON CTLS INTL PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
SCCO | SOUTHERN COPPER CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
BIP | BROOKFIELD INFRAST PAR... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
RBSPRTCL | ROYAL BK SCOTLAND GROU... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
BGCP | BGC PARTNERS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
BME | BLACKROCK HEALTH SCIENCES | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
VTTI | VTTI ENERGY PARTNERS LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
NQI | NUVEEN QUALITY MUN FD INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
MIC | MACQUARIE INFRASTRUCTU... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
MMLP | MARTIN MIDSTREAM PRTNRS L | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
NMFC | NEW MTN FIN CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
ACG | ALLIANCEBERNSTEIN INCO... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
AGNPRA | ALLERGAN PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
SEAS | SEAWORLD ENTMT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
NUO | NUVEEN OHIO QUALITY IN... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
EXG | EATON VANCE TAX MNGD G... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
ARCC | ARES CAP CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
EC | ECOPETROL S A | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
NMM | NAVIOS MARITIME PARTNE... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
VTN | INVESCO TR INVT GRADE ... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
EWSS | ISHARES TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
B457PS | ISHARES TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
KYE | KAYNE ANDERSON ENRGY T... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
K | KELLOGG CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
LRE | LRR ENERGY LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
TUP | TUPPERWARE BRANDS CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
LVS | LAS VEGAS SANDS CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
NSLPQ | NEW SOURCE ENERGY PART... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
RDSA | ROYAL DUTCH SHELL PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
NXQ | NUVEEN SELECT TAX FREE... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
BPT | BP PRUDHOE BAY RTY TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
AVY | AVERY DENNISON CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
SNH | SENIOR HSG PPTYS TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
PML | PIMCO MUN INCOME FD II | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
PCF | PUTMAN HIGH INCOME SEC... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
IAF | ABERDEEN AUSTRALIA EQT... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
CPLP | CAPITAL PRODUCT PARTNE... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
WEC | WEC ENERGY GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
ASH | ASHLAND GLOBAL HLDGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
SHAK | SHAKE SHACK INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
TWLO | TWILIO INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
HPE | HEWLETT PACKARD ENTERP... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
BBEPQ | BREITBURN ENERGY PARTNERS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
GMWSA | GENERAL MTRS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
NMA | NUVEEN MUN ADVANTAGE F... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
LTBR | LIGHTBRIDGE CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
HPQ | HP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
FAM | FIRST TR ABERDEEN GLBL... | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
CRCQQ | CALIFORNIA RES CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
CRC | CALIFORNIA RES CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
SRF | CUSHING ENERGY INCOME | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
DVMT | DELL TECHNOLOGIES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
GMWSB | GENERAL MTRS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
XLRE | SELECT SECTOR SPDR TR | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Download |
The securities at the top of the list , including ISHARES TR, SPDR SP 500 ETF TR, and ISHARES TR, are the highest-conviction holdings of Klingman & Associates, LLC.
The conviction is calculated by counting the number of quarters a security has been reported by Klingman & Associates, LLC. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Klingman & Associates, LLC owns currently or has owned in the past.