SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 46,103 shares; 2013Q3: 55,583 shares; 2013Q4: 73,748 shares; 2014Q1: 93,799 shares 93,799 $6.9M 2.65% +20,051 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 47,038 shares; 2013Q3: 60,456 shares; 2013Q4: 73,181 shares; 2014Q1: 84,741 shares 84,741 $6.38M 2.45% +11,560 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 17,415 shares; 2013Q3: 20,655 shares; 2013Q4: 22,855 shares; 2014Q1: 24,736 shares 24,736 $4.63M 1.78% +1,881 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 11,478 shares; 2013Q3: 18,365 shares; 2013Q4: 25,124 shares; 2014Q1: 51,730 shares 51,730 $4.48M 1.72% +26,606 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 23,512 shares; 2013Q3: 26,097 shares; 2013Q4: 26,815 shares; 2014Q1: 30,140 shares 30,140 $3.59M 1.38% +3,325 Timeline Invesco S&P 500 Pure Growth Invesco S&P 500 Pure Growth More: the full row for Invesco S&P 500 Pure Growth Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 17,137 shares; 2013Q3: 32,085 shares; 2013Q4: 40,954 shares; 2014Q1: 48,082 shares 48,082 $3.52M 1.35% +7,128 IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 24,116 shares; 2013Q3: 25,648 shares; 2013Q4: 26,771 shares; 2014Q1: 30,830 shares 30,830 $3.5M 1.34% +4,059 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 17,043 shares; 2013Q3: 32,329 shares; 2013Q4: 39,117 shares; 2014Q1: 36,932 shares 36,932 $3.45M 1.33% -2,185 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 3,580 shares; 2013Q3: 3,995 shares; 2013Q4: 5,516 shares; 2014Q1: 5,743 shares 5,743 $3.08M 1.18% +227 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 36,647 shares; 2013Q3: 60,784 shares; 2013Q4: 60,594 shares; 2014Q1: 63,372 shares 63,372 $3.02M 1.16% +2,778 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 22,636 shares; 2013Q3: 25,561 shares; 2013Q4: 34,611 shares; 2014Q1: 37,901 shares 37,901 $2.56M 0.99% +3,290 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 1,348 shares; 2013Q3: 6,890 shares; 2013Q4: 11,929 shares; 2014Q1: 10,841 shares 10,841 $2.56M 0.98% -1,088 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 10,162 shares; 2013Q3: 21,624 shares; 2013Q4: 38,154 shares; 2014Q1: 50,558 shares 50,558 $2.54M 0.98% +12,404 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 11,075 shares; 2013Q3: 25,586 shares; 2013Q4: 31,265 shares; 2014Q1: 35,317 shares 35,317 $2.37M 0.91% +4,052 Timeline POWERSHARES ETF TRUST POWERSHARES ETF TRUST More: the full row for POWERSHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 10,312 shares; 2013Q3: 18,422 shares; 2013Q4: 31,451 shares; 2014Q1: 40,782 shares 40,782 $2.31M 0.89% +9,331 IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 7,885 shares; 2013Q3: 14,171 shares; 2013Q4: 15,783 shares; 2014Q1: 16,275 shares 16,275 $2.24M 0.86% +492 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 19,117 shares; 2013Q3: 21,439 shares; 2013Q4: 24,123 shares; 2014Q1: 27,163 shares 27,163 $2.19M 0.84% +3,040 Timeline GENERAL ELEC CO GENERAL ELEC CO More: the full row for GENERAL ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 91,713 shares; 2013Q3: 87,239 shares; 2013Q4: 98,777 shares; 2014Q1: 81,809 shares 81,809 $2.12M 0.81% -16,968 VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 8,582 shares; 2013Q3: 13,457 shares; 2013Q4: 20,919 shares; 2014Q1: 25,956 shares 25,956 $2.08M 0.8% +5,037 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 4,002 shares; 2013Q3: 7,926 shares; 2013Q4: 11,191 shares; 2014Q1: 13,477 shares 13,477 $2.06M 0.79% +2,286 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 9,493 shares; 2013Q3: 17,998 shares; 2013Q4: 23,215 shares; 2014Q1: 24,680 shares 24,680 $1.9M 0.73% +1,465 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 40,634 shares; 2013Q3: 52,222 shares; 2013Q4: 46,733 shares; 2014Q1: 45,613 shares 45,613 $1.87M 0.72% -1,120 Timeline DWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 551 shares; 2013Q3: 1,210 shares; 2013Q4: 27,656 shares; 2014Q1: 34,138 shares 34,138 $1.87M 0.72% +6,482 Timeline GGN GAMCO GLOBAL GOLD NAT RES & More: the full row for GAMCO GLOBAL GOLD NAT RES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 202,720 shares; 2013Q3: 204,695 shares; 2013Q4: 204,933 shares; 2014Q1: 185,520 shares 185,520 $1.84M 0.71% -19,413 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 20,242 shares; 2013Q3: 32,250 shares; 2013Q4: 39,035 shares; 2014Q1: 44,045 shares 44,045 $1.79M 0.69% +5,010 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 3,565 shares; 2013Q3: 8,870 shares; 2013Q4: 15,908 shares; 2014Q1: 20,720 shares 20,720 $1.76M 0.68% +4,812 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 3,626 shares; 2013Q3: 18,113 shares; 2013Q4: 17,388 shares; 2014Q1: 15,592 shares 15,592 $1.76M 0.68% -1,796 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 25,854 shares; 2013Q3: 28,968 shares; 2013Q4: 30,881 shares; 2014Q1: 31,459 shares 31,459 $1.63M 0.63% +578 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 7,635 shares; 2013Q3: 18,245 shares; 2013Q4: 18,023 shares; 2014Q1: 27,582 shares 27,582 $1.63M 0.63% +9,559 Timeline ABERDEEN ABERDEEN More: the full row for ABERDEEN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 164,134 shares; 2013Q3: 170,026 shares; 2013Q4: 148,936 shares; 2014Q1: 178,223 shares 178,223 $1.61M 0.62% +29,287 ING RISK MANAGED NAT RES FD ING RISK MANAGED NAT RES FD More: the full row for ING RISK MANAGED NAT RES FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 143,997 shares; 2013Q3: 145,879 shares; 2013Q4: 137,460 shares; 2014Q1: 151,075 shares 151,075 $1.59M 0.61% +13,615 PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 13,359 shares; 2013Q3: 15,373 shares; 2013Q4: 16,821 shares; 2014Q1: 19,460 shares 19,460 $1.59M 0.61% +2,639 Timeline POWERSHARES POWERSHARES More: the full row for POWERSHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 25,386 shares; 2013Q3: 37,739 shares; 2013Q4: 61,080 shares; 2014Q1: 56,873 shares 56,873 $1.59M 0.61% -4,207 FXG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 12,831 shares; 2013Q3: 29,559 shares; 2013Q4: 31,090 shares; 2014Q1: 42,821 shares 42,821 $1.58M 0.61% +11,731 Timeline BGR BLACKROCK ENERGY & RES TR More: the full row for BLACKROCK ENERGY & RES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 63,483 shares; 2013Q3: 64,458 shares; 2013Q4: 65,577 shares; 2014Q1: 65,358 shares 65,358 $1.58M 0.61% -219 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 27,479 shares; 2013Q3: 28,176 shares; 2013Q4: 30,577 shares; 2014Q1: 21,486 shares 21,486 $1.57M 0.61% -9,091 Timeline FIRST TRUST ENERGY INCOME A… FIRST TRUST ENERGY INCOME AND More: the full row for FIRST TRUST ENERGY INCOME AND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 45,812 shares; 2013Q3: 46,964 shares; 2013Q4: 47,058 shares; 2014Q1: 47,848 shares 47,848 $1.57M 0.6% +790 JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 13,077 shares; 2013Q3: 15,133 shares; 2013Q4: 16,081 shares; 2014Q1: 15,885 shares 15,885 $1.56M 0.6% -196 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 2,756 shares; 2013Q3: 11,902 shares; 2013Q4: 16,286 shares; 2014Q1: 30,665 shares 30,665 $1.55M 0.6% +14,379 Timeline HYS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 3,553 shares; 2013Q3: 7,215 shares; 2013Q4: 11,566 shares; 2014Q1: 14,536 shares 14,536 $1.55M 0.6% +2,970 Timeline POWERSHARES POWERSHARES More: the full row for POWERSHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 5,022 shares; 2013Q3: 11,286 shares; 2013Q4: 25,485 shares; 2014Q1: 34,889 shares 34,889 $1.52M 0.58% +9,404 POWERSHARES ETF TRUST POWERSHARES ETF TRUST More: the full row for POWERSHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 6,168 shares; 2013Q3: 13,335 shares; 2013Q4: 20,143 shares; 2014Q1: 25,948 shares 25,948 $1.5M 0.58% +5,805 WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 4,558 shares; 2013Q3: 6,034 shares; 2013Q4: 29,360 shares; 2014Q1: 29,706 shares 29,706 $1.48M 0.57% +346 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 980 shares; 2013Q3: 18,966 shares; 2013Q4: 2,892 shares; 2014Q1: 26,270 shares 26,270 $1.4M 0.54% +23,378 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 46,716 shares; 2013Q3: 79,302 shares; 2013Q4: 59,416 shares; 2014Q1: 53,630 shares 53,630 $1.38M 0.53% -5,786 Timeline FXH FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 5,136 shares; 2013Q3: 15,187 shares; 2013Q4: 15,169 shares; 2014Q1: 26,368 shares 26,368 $1.34M 0.52% +11,199 Timeline Taser Intl Inc Taser Intl Inc More: the full row for Taser Intl Inc Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: not reported; 2013Q3: not reported; 2013Q4: not reported; 2014Q1: 68,509 shares 68,509 $1.25M 0.48% new VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 4,480 shares; 2013Q3: 11,579 shares; 2013Q4: 14,048 shares; 2014Q1: 16,008 shares 16,008 $1.25M 0.48% +1,960 Timeline POWERSHARES ETF TRUST POWERSHARES ETF TRUST More: the full row for POWERSHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 6,824 shares; 2013Q3: 14,181 shares; 2013Q4: 19,934 shares; 2014Q1: 23,286 shares 23,286 $1.23M 0.47% +3,352 T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 28,580 shares; 2013Q3: 43,425 shares; 2013Q4: 31,652 shares; 2014Q1: 34,111 shares 34,111 $1.2M 0.46% +2,459 Timeline SPDR SERIES TRUST BLOOMBERG… SPDR SERIES TRUST BLOOMBERG BR More: the full row for SPDR SERIES TRUST BLOOMBERG BR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 20,793 shares; 2013Q3: 25,759 shares; 2013Q4: 28,235 shares; 2014Q1: 28,717 shares 28,717 $1.19M 0.46% +482 GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 7,257 shares; 2013Q3: 7,256 shares; 2013Q4: 8,149 shares; 2014Q1: 9,413 shares 9,413 $1.16M 0.45% +1,264 Timeline ALPS ETF TR ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 69,694 shares; 2013Q3: 70,470 shares; 2013Q4: 65,501 shares; 2014Q1: 65,880 shares 65,880 $1.16M 0.45% +379 FXD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 8,320 shares; 2013Q3: 22,839 shares; 2013Q4: 22,497 shares; 2014Q1: 35,225 shares 35,225 $1.13M 0.43% +12,728 Timeline ISCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 2,293 shares; 2013Q3: 5,568 shares; 2013Q4: 7,569 shares; 2014Q1: 9,019 shares 9,019 $1.11M 0.43% +1,450 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 370 shares; 2013Q3: 441 shares; 2013Q4: 745 shares; 2014Q1: 13,554 shares 13,554 $1.11M 0.43% +12,809 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 2,085 shares; 2013Q3: 2,788 shares; 2013Q4: 4,565 shares; 2014Q1: 8,047 shares 8,047 $1.09M 0.42% +3,482 Timeline SPROTT PHYSICAL GOLD SILVER SPROTT PHYSICAL GOLD SILVER More: the full row for SPROTT PHYSICAL GOLD SILVER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 6,005 shares; 2013Q3: 71,910 shares; 2013Q4: 76,554 shares; 2014Q1: 72,570 shares 72,570 $996K 0.38% -3,984 CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 6,251 shares; 2013Q3: 7,658 shares; 2013Q4: 8,221 shares; 2014Q1: 8,357 shares 8,357 $994K 0.38% +136 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 5,246 shares; 2013Q3: 6,261 shares; 2013Q4: 9,236 shares; 2014Q1: 8,444 shares 8,444 $982K 0.38% -792 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 17,206 shares; 2013Q3: 20,474 shares; 2013Q4: 13,937 shares; 2014Q1: 10,924 shares 10,924 $973K 0.37% -3,013 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 5,366 shares; 2013Q3: 5,028 shares; 2013Q4: 7,629 shares; 2014Q1: 9,045 shares 9,045 $960K 0.37% +1,416 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 306 shares; 2013Q3: 4,901 shares; 2013Q4: 6,438 shares; 2014Q1: 9,085 shares 9,085 $914K 0.35% +2,647 Timeline XEFRX EATON VANCE SR FLTNG RTE TR More: the full row for EATON VANCE SR FLTNG RTE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 28,731 shares; 2013Q3: 45,909 shares; 2013Q4: 53,576 shares; 2014Q1: 60,162 shares 60,162 $912K 0.35% +6,586 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 104 shares; 2013Q3: 5,042 shares; 2013Q4: 6,507 shares; 2014Q1: 10,956 shares 10,956 $896K 0.34% +4,449 Timeline IYM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 168 shares; 2013Q3: 4,586 shares; 2013Q4: 5,243 shares; 2014Q1: 10,723 shares 10,723 $893K 0.34% +5,480 Timeline Google Google More: the full row for Google Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 546 shares; 2013Q3: 704 shares; 2013Q4: 654 shares; 2014Q1: 783 shares 783 $873K 0.34% +129 MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 15,847 shares; 2013Q3: 18,091 shares; 2013Q4: 19,145 shares; 2014Q1: 23,249 shares 23,249 $870K 0.33% +4,104 Timeline POWERSHARES POWERSHARES More: the full row for POWERSHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 64,727 shares; 2013Q3: 70,558 shares; 2013Q4: 64,925 shares; 2014Q1: 60,981 shares 60,981 $870K 0.33% -3,944 BCX BLACKROCK RES & COMMODITIES More: the full row for BLACKROCK RES & COMMODITIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 21,335 shares; 2013Q3: 46,355 shares; 2013Q4: 84,550 shares; 2014Q1: 75,396 shares 75,396 $867K 0.33% -9,154 Timeline POWERSHARES GLOBAL ETF TRUST POWERSHARES GLOBAL ETF TRUST More: the full row for POWERSHARES GLOBAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 580 shares; 2013Q3: 11,141 shares; 2013Q4: 14,535 shares; 2014Q1: 34,528 shares 34,528 $863K 0.33% +19,993 XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 6,093 shares; 2013Q3: 7,678 shares; 2013Q4: 7,266 shares; 2014Q1: 8,829 shares 8,829 $862K 0.33% +1,563 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 2,391 shares; 2013Q3: 9,558 shares; 2013Q4: 9,137 shares; 2014Q1: 7,571 shares 7,571 $860K 0.33% -1,566 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: not reported; 2013Q3: 8,788 shares; 2013Q4: 10,810 shares; 2014Q1: 27,804 shares 27,804 $855K 0.33% +16,994 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 2,169 shares; 2013Q3: 3,350 shares; 2013Q4: 4,965 shares; 2014Q1: 8,452 shares 8,452 $852K 0.33% +3,487 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 1,159 shares; 2013Q3: 1,305 shares; 2013Q4: 1,779 shares; 2014Q1: 6,737 shares 6,737 $837K 0.32% +4,958 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 2,421 shares; 2013Q3: 3,104 shares; 2013Q4: 10,810 shares; 2014Q1: 14,285 shares 14,285 $836K 0.32% +3,475 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 7,308 shares; 2013Q3: 7,770 shares; 2013Q4: 15,807 shares; 2014Q1: 19,070 shares 19,070 $821K 0.32% +3,263 Timeline POWERSHARES ETF TRUST POWERSHARES ETF TRUST More: the full row for POWERSHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: not reported; 2013Q3: 11,915 shares; 2013Q4: 16,847 shares; 2014Q1: 39,463 shares 39,463 $817K 0.31% +22,616 SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 1,579 shares; 2013Q3: 3,087 shares; 2013Q4: 4,138 shares; 2014Q1: 4,561 shares 4,561 $815K 0.31% +423 Timeline BGT BLACKROCK FLOATING RATE INC More: the full row for BLACKROCK FLOATING RATE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 43,516 shares; 2013Q3: 50,607 shares; 2013Q4: 52,761 shares; 2014Q1: 55,585 shares 55,585 $792K 0.3% +2,824 Timeline POWERSHARES ETF TR II S&P50… POWERSHARES ETF TR II S&P500 L More: the full row for POWERSHARES ETF TR II S&P500 L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 31,113 shares; 2013Q3: 26,140 shares; 2013Q4: 23,864 shares; 2014Q1: 23,266 shares 23,266 $792K 0.3% -598 SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 1,655 shares; 2013Q3: 2,142 shares; 2013Q4: 2,766 shares; 2014Q1: 15,110 shares 15,110 $789K 0.3% +12,344 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 8,791 shares; 2013Q3: 17,481 shares; 2013Q4: 6,140 shares; 2014Q1: 14,098 shares 14,098 $779K 0.3% +7,958 Timeline JP MORGAN CHASE & CO JP MORGAN CHASE & CO More: the full row for JP MORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 16,441 shares; 2013Q3: 17,302 shares; 2013Q4: 15,966 shares; 2014Q1: 16,675 shares 16,675 $776K 0.3% +709 F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 30,818 shares; 2013Q3: 37,319 shares; 2013Q4: 36,407 shares; 2014Q1: 48,854 shares 48,854 $762K 0.29% +12,447 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 2,147 shares; 2013Q3: 522 shares; 2013Q4: 18,855 shares; 2014Q1: 26,041 shares 26,041 $754K 0.29% +7,186 Timeline PowerShares QQQ Trust Unit … PowerShares QQQ Trust Unit Ser More: the full row for PowerShares QQQ Trust Unit Ser Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 5,049 shares; 2013Q3: 6,693 shares; 2013Q4: 7,303 shares; 2014Q1: 8,600 shares 8,600 $754K 0.29% +1,297 BLACKROCK REAL ASSET EQUITY BLACKROCK REAL ASSET EQUITY More: the full row for BLACKROCK REAL ASSET EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 16,727 shares; 2013Q3: 37,817 shares; 2013Q4: 101,162 shares; 2014Q1: 84,657 shares 84,657 $753K 0.29% -16,505 Guggenheim S&P 500 Equal We… Guggenheim S&P 500 Equal Weighted… More: the full row for Guggenheim S&P 500 Equal Weighted ETf Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 3,605 shares; 2013Q3: 5,605 shares; 2013Q4: 5,621 shares; 2014Q1: 9,901 shares 9,901 $723K 0.28% +4,280 XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 422 shares; 2013Q3: 1,431 shares; 2013Q4: 10,212 shares; 2014Q1: 13,718 shares 13,718 $718K 0.28% +3,506 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 8,266 shares; 2013Q3: 6,300 shares; 2013Q4: 6,226 shares; 2014Q1: 6,011 shares 6,011 $703K 0.27% -215 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 5,716 shares; 2013Q3: 6,163 shares; 2013Q4: 5,769 shares; 2014Q1: 6,508 shares 6,508 $702K 0.27% +739 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 1,785 shares; 2013Q3: 13,135 shares; 2013Q4: 13,222 shares; 2014Q1: 13,471 shares 13,471 $692K 0.27% +249 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 2,303 shares; 2013Q3: 3,343 shares; 2013Q4: 6,382 shares; 2014Q1: 7,099 shares 7,099 $685K 0.26% +717 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 7,606 shares; 2013Q3: 9,596 shares; 2013Q4: 9,678 shares; 2014Q1: 6,801 shares 6,801 $679K 0.26% -2,877 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 1,954 shares; 2013Q3: 1,939 shares; 2013Q4: 5,749 shares; 2014Q1: 7,421 shares 7,421 $679K 0.26% +1,672 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 6,476 shares; 2013Q3: 17,304 shares; 2013Q4: 17,749 shares; 2014Q1: 17,596 shares 17,596 $678K 0.26% -153 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 2,060 shares; 2013Q3: 2,563 shares; 2013Q4: 2,633 shares; 2014Q1: 7,378 shares 7,378 $670K 0.26% +4,745 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 8,263 shares; 2013Q3: 11,339 shares; 2013Q4: 22,111 shares; 2014Q1: 29,798 shares 29,798 $666K 0.26% +7,687 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 6,874 shares; 2013Q3: 8,572 shares; 2013Q4: 7,687 shares; 2014Q1: 7,642 shares 7,642 $664K 0.26% -45 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 5,213 shares; 2013Q3: 5,617 shares; 2013Q4: 6,762 shares; 2014Q1: 6,648 shares 6,648 $652K 0.25% -114 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 2,230 shares; 2013Q3: 3,430 shares; 2013Q4: 4,238 shares; 2014Q1: 4,145 shares 4,145 $641K 0.25% -93 Timeline FXU FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 525 shares; 2013Q3: not reported; 2013Q4: 25,114 shares; 2014Q1: 28,520 shares 28,520 $634K 0.24% +3,406 Timeline BARCLAYS IPTH SRS B S&P SHR… BARCLAYS IPTH SRS B S&P SHRT TRM … More: the full row for BARCLAYS IPTH SRS B S&P SHRT TRM ETN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: not reported; 2013Q3: not reported; 2013Q4: 17,190 shares; 2014Q1: 14,998 shares 14,998 $632K 0.24% -2,192 EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 1,911 shares; 2013Q3: 1,798 shares; 2013Q4: 1,903 shares; 2014Q1: 9,361 shares 9,361 $625K 0.24% +7,458 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 8,447 shares; 2013Q3: 9,224 shares; 2013Q4: 10,933 shares; 2014Q1: 12,603 shares 12,603 $610K 0.23% +1,670 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 7,872 shares; 2013Q3: 7,699 shares; 2013Q4: 6,870 shares; 2014Q1: 5,405 shares 5,405 $606K 0.23% -1,465 Timeline QAI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 9,280 shares; 2013Q3: 13,024 shares; 2013Q4: 18,027 shares; 2014Q1: 20,687 shares 20,687 $604K 0.23% +2,660 Timeline MMT ABERDEEN MULTI-MARKET INCOME More: the full row for ABERDEEN MULTI-MARKET INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 140,700 shares; 2013Q3: 143,084 shares; 2013Q4: 129,857 shares; 2014Q1: 92,355 shares 92,355 $603K 0.23% -37,502 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 4,480 shares; 2013Q3: 4,203 shares; 2013Q4: 5,553 shares; 2014Q1: 5,638 shares 5,638 $601K 0.23% +85 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 3,229 shares; 2013Q3: 5,406 shares; 2013Q4: 7,723 shares; 2014Q1: 8,498 shares 8,498 $600K 0.23% +775 Timeline ADVISORSHARES ADVISORSHARES More: the full row for ADVISORSHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 248,588 shares; 2013Q3: 49,248 shares; 2013Q4: 41,306 shares; 2014Q1: 47,005 shares 47,005 $598K 0.23% +5,699 HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 5,804 shares; 2013Q3: 6,972 shares; 2013Q4: 7,124 shares; 2014Q1: 7,517 shares 7,517 $595K 0.23% +393 Timeline IHE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 3,849 shares; 2013Q3: 4,835 shares; 2013Q4: 6,101 shares; 2014Q1: 4,585 shares 4,585 $581K 0.22% -1,516 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 15,309 shares; 2013Q3: 16,008 shares; 2013Q4: 15,088 shares; 2014Q1: 18,062 shares 18,062 $580K 0.22% +2,974 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 3,461 shares; 2013Q3: 4,250 shares; 2013Q4: 4,102 shares; 2014Q1: 4,615 shares 4,615 $577K 0.22% +513 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 29,607 shares; 2013Q3: 44,317 shares; 2013Q4: 44,497 shares; 2014Q1: 53,122 shares 53,122 $567K 0.22% +8,625 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 6,857 shares; 2013Q3: 5,370 shares; 2013Q4: 5,123 shares; 2014Q1: 5,985 shares 5,985 $565K 0.22% +862 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 32,250 shares; 2013Q3: 21,927 shares; 2013Q4: 16,449 shares; 2014Q1: 14,405 shares 14,405 $562K 0.22% -2,044 Timeline IGE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 9,026 shares; 2013Q3: 11,222 shares; 2013Q4: 18,462 shares; 2014Q1: 12,616 shares 12,616 $559K 0.21% -5,846 Timeline FTSE RAFI 1000 US Lg Cap FTSE RAFI 1000 US Lg Cap More: the full row for FTSE RAFI 1000 US Lg Cap Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 6,313 shares; 2013Q3: 7,350 shares; 2013Q4: 6,692 shares; 2014Q1: 6,567 shares 6,567 $556K 0.21% -125 MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 726 shares; 2013Q3: 746 shares; 2013Q4: 794 shares; 2014Q1: 7,365 shares 7,365 $550K 0.21% +6,571 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 1,878 shares; 2013Q3: 2,644 shares; 2013Q4: 3,004 shares; 2014Q1: 6,936 shares 6,936 $547K 0.21% +3,932 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 4,260 shares; 2013Q3: 5,753 shares; 2013Q4: 6,285 shares; 2014Q1: 5,372 shares 5,372 $545K 0.21% -913 Timeline Vaneck Vectors Gold Miners … Vaneck Vectors Gold Miners ETF More: the full row for Vaneck Vectors Gold Miners ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 13,086 shares; 2013Q3: 21,902 shares; 2013Q4: 12,453 shares; 2014Q1: 22,757 shares 22,757 $537K 0.21% +10,304 BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 5,175 shares; 2013Q3: 3,912 shares; 2013Q4: 6,575 shares; 2014Q1: 6,666 shares 6,666 $534K 0.21% +91 Timeline MDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 27,436 shares; 2013Q3: 35,144 shares; 2013Q4: 32,092 shares; 2014Q1: 24,922 shares 24,922 $534K 0.21% -7,170 Timeline POWERSHARES ETF TRUST INTL … POWERSHARES ETF TRUST INTL DIV More: the full row for POWERSHARES ETF TRUST INTL DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 66,294 shares; 2013Q3: 59,992 shares; 2013Q4: 39,482 shares; 2014Q1: 29,003 shares 29,003 $529K 0.2% -10,479 SPECTRA ENERGY CORP SPECTRA ENERGY CORP More: the full row for SPECTRA ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 8,142 shares; 2013Q3: 8,532 shares; 2013Q4: 12,019 shares; 2014Q1: 14,022 shares 14,022 $518K 0.2% +2,003 TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 126 shares; 2013Q3: 527 shares; 2013Q4: 518 shares; 2014Q1: 11,004 shares 11,004 $517K 0.2% +10,486 Timeline FIRST TR ISE GLOBL COPPR IND FIRST TR ISE GLOBL COPPR IND More: the full row for FIRST TR ISE GLOBL COPPR IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: not reported; 2013Q3: 1,900 shares; 2013Q4: 21,366 shares; 2014Q1: 23,638 shares 23,638 $517K 0.2% +2,272 POWERSHARES POWERSHARES More: the full row for POWERSHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 12,665 shares; 2013Q3: 10,043 shares; 2013Q4: 16,492 shares; 2014Q1: 20,769 shares 20,769 $515K 0.2% +4,277 EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 7,303 shares; 2013Q3: 7,292 shares; 2013Q4: 7,720 shares; 2014Q1: 7,352 shares 7,352 $510K 0.2% -368 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 3,141 shares; 2013Q3: 4,027 shares; 2013Q4: 4,781 shares; 2014Q1: 4,978 shares 4,978 $496K 0.19% +197 Timeline GUGGENHEIM GUGGENHEIM More: the full row for GUGGENHEIM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: not reported; 2013Q3: 579 shares; 2013Q4: 8,294 shares; 2014Q1: 10,886 shares 10,886 $494K 0.19% +2,592 KALU KAISER ALUMINIUM CORPORATION More: the full row for KAISER ALUMINIUM CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 130 shares; 2013Q3: 4,825 shares; 2013Q4: 130 shares; 2014Q1: 6,894 shares 6,894 $492K 0.19% +6,764 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 32,344 shares; 2013Q3: 37,401 shares; 2013Q4: 28,262 shares; 2014Q1: 27,215 shares 27,215 $468K 0.18% -1,047 Timeline KKR & CO LP KKR & CO LP More: the full row for KKR & CO LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: not reported; 2013Q3: not reported; 2013Q4: 23,580 shares; 2014Q1: 20,418 shares 20,418 $466K 0.18% -3,162 IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 3,127 shares; 2013Q3: 3,877 shares; 2013Q4: 5,384 shares; 2014Q1: 5,944 shares 5,944 $463K 0.18% +560 Timeline BLACKSTONE GROUP LP/THE BLACKSTONE GROUP LP/THE More: the full row for BLACKSTONE GROUP LP/THE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 13,700 shares; 2013Q3: 14,100 shares; 2013Q4: 13,128 shares; 2014Q1: 13,935 shares 13,935 $463K 0.18% +807 ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 7,471 shares; 2013Q3: 7,735 shares; 2013Q4: 6,256 shares; 2014Q1: 5,557 shares 5,557 $457K 0.18% -699 Timeline GLP GLOBAL PARTNERS LP More: the full row for GLOBAL PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 193 shares; 2013Q3: 277 shares; 2013Q4: 9,256 shares; 2014Q1: 12,476 shares 12,476 $456K 0.18% +3,220 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 6,990 shares; 2013Q3: 7,145 shares; 2013Q4: 6,855 shares; 2014Q1: 6,391 shares 6,391 $455K 0.17% -464 Timeline WINDSTREAM HLDGS INC WINDSTREAM HLDGS INC More: the full row for WINDSTREAM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: not reported; 2013Q3: 48,660 shares; 2013Q4: 51,170 shares; 2014Q1: 54,708 shares 54,708 $451K 0.17% +3,538 XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 2,692 shares; 2013Q3: 2,681 shares; 2013Q4: 3,082 shares; 2014Q1: 3,140 shares 3,140 $447K 0.17% +58 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 2,541 shares; 2013Q3: 2,975 shares; 2013Q4: 8,667 shares; 2014Q1: 10,728 shares 10,728 $445K 0.17% +2,061 Timeline MORGAN STANLEY TRUSTS MORGAN STANLEY TRUSTS More: the full row for MORGAN STANLEY TRUSTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 26,132 shares; 2013Q3: 26,345 shares; 2013Q4: 25,658 shares; 2014Q1: 25,345 shares 25,345 $445K 0.17% -313 MFM ABERDEEN MUN INCOME FD More: the full row for ABERDEEN MUN INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 57,599 shares; 2013Q3: 64,299 shares; 2013Q4: 68,636 shares; 2014Q1: 67,936 shares 67,936 $442K 0.17% -700 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 4,547 shares; 2013Q3: 4,619 shares; 2013Q4: 4,594 shares; 2014Q1: 5,452 shares 5,452 $437K 0.17% +858 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 4,803 shares; 2013Q3: 7,003 shares; 2013Q4: 5,432 shares; 2014Q1: 5,685 shares 5,685 $436K 0.17% +253 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 2,706 shares; 2013Q3: 2,821 shares; 2013Q4: 2,289 shares; 2014Q1: 2,258 shares 2,258 $435K 0.17% -31 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 3,876 shares; 2013Q3: 3,042 shares; 2013Q4: 3,752 shares; 2014Q1: 4,102 shares 4,102 $433K 0.17% +350 Timeline HCP INC HCP INC More: the full row for HCP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 1,234 shares; 2013Q3: 3,533 shares; 2013Q4: 7,526 shares; 2014Q1: 10,978 shares 10,978 $426K 0.16% +3,452 JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 4,198 shares; 2013Q3: 7,199 shares; 2013Q4: 6,983 shares; 2014Q1: 6,983 shares 6,983 $424K 0.16% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 9,468 shares; 2013Q3: 7,741 shares; 2013Q4: 7,366 shares; 2014Q1: 10,251 shares 10,251 $420K 0.16% +2,885 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 6,075 shares; 2013Q3: 7,876 shares; 2013Q4: 8,539 shares; 2014Q1: 8,259 shares 8,259 $418K 0.16% -280 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 504 shares; 2013Q3: 404 shares; 2013Q4: 3,851 shares; 2014Q1: 3,465 shares 3,465 $418K 0.16% -386 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 15,649 shares; 2013Q3: 19,340 shares; 2013Q4: 15,897 shares; 2014Q1: 18,309 shares 18,309 $410K 0.16% +2,412 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 3,248 shares; 2013Q3: 3,603 shares; 2013Q4: 4,065 shares; 2014Q1: 4,773 shares 4,773 $403K 0.15% +708 Timeline KINDER MORGAN ENERGY PARTNER KINDER MORGAN ENERGY PARTNER More: the full row for KINDER MORGAN ENERGY PARTNER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 2,307 shares; 2013Q3: 3,316 shares; 2013Q4: 4,328 shares; 2014Q1: 5,450 shares 5,450 $403K 0.15% +1,122 OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 797 shares; 2013Q3: 1,264 shares; 2013Q4: 1,902 shares; 2014Q1: 4,744 shares 4,744 $393K 0.15% +2,842 Timeline FPX FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 270 shares; 2013Q3: 719 shares; 2013Q4: 7,404 shares; 2014Q1: 8,558 shares 8,558 $393K 0.15% +1,154 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 3,343 shares; 2013Q3: 3,373 shares; 2013Q4: 5,428 shares; 2014Q1: 5,461 shares 5,461 $390K 0.15% +33 Timeline RWO SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 4,500 shares; 2013Q3: 7,339 shares; 2013Q4: 13,556 shares; 2014Q1: 8,864 shares 8,864 $387K 0.15% -4,692 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 1,558 shares; 2013Q3: 2,409 shares; 2013Q4: 3,019 shares; 2014Q1: 3,831 shares 3,831 $386K 0.15% +812 Timeline IMCB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: not reported; 2013Q3: not reported; 2013Q4: 2,587 shares; 2014Q1: 2,855 shares 2,855 $386K 0.15% +268 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 3,949 shares; 2013Q3: 4,745 shares; 2013Q4: 4,639 shares; 2014Q1: 5,467 shares 5,467 $385K 0.15% +828 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 990 shares; 2013Q3: 3,776 shares; 2013Q4: 4,084 shares; 2014Q1: 3,628 shares 3,628 $384K 0.15% -456 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 1,411 shares; 2013Q3: 5,568 shares; 2013Q4: 8,002 shares; 2014Q1: 9,179 shares 9,179 $379K 0.15% +1,177 Timeline USCI UNITED STS COMMODITY INDEX F More: the full row for UNITED STS COMMODITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 556 shares; 2013Q3: 556 shares; 2013Q4: 3,435 shares; 2014Q1: 6,468 shares 6,468 $379K 0.15% +3,033 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 1,353 shares; 2013Q3: 4,832 shares; 2013Q4: 4,670 shares; 2014Q1: 4,355 shares 4,355 $375K 0.14% -315 Timeline POWERSHS DB US DOLLAR INDEX… POWERSHS DB US DOLLAR INDEX DO More: the full row for POWERSHS DB US DOLLAR INDEX DO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 17,821 shares; 2013Q3: 5,045 shares; 2013Q4: 17,181 shares; 2014Q1: 17,263 shares 17,263 $370K 0.14% +82 APEX SILVER MINES LTD ORD APEX SILVER MINES LTD ORD More: the full row for APEX SILVER MINES LTD ORD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 560 shares; 2013Q3: 27,790 shares; 2013Q4: 26,450 shares; 2014Q1: 28,833 shares 28,833 $369K 0.14% +2,383 IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 1,182 shares; 2013Q3: 1,726 shares; 2013Q4: 4,781 shares; 2014Q1: 3,265 shares 3,265 $360K 0.14% -1,516 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 1,383 shares; 2013Q3: 2,270 shares; 2013Q4: 4,067 shares; 2014Q1: 4,257 shares 4,257 $355K 0.14% +190 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 17,833 shares; 2013Q3: 18,653 shares; 2013Q4: 18,668 shares; 2014Q1: 15,850 shares 15,850 $347K 0.13% -2,818 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: not reported; 2013Q3: not reported; 2013Q4: 1,907 shares; 2014Q1: 1,995 shares 1,995 $342K 0.13% +88 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 4,473 shares; 2013Q3: 4,873 shares; 2013Q4: 4,923 shares; 2014Q1: 5,323 shares 5,323 $336K 0.13% +400 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 4,254 shares; 2013Q3: 4,150 shares; 2013Q4: 4,412 shares; 2014Q1: 8,658 shares 8,658 $335K 0.13% +4,246 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 1,574 shares; 2013Q3: 3,734 shares; 2013Q4: 9,246 shares; 2014Q1: 10,238 shares 10,238 $333K 0.13% +992 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 867 shares; 2013Q3: 867 shares; 2013Q4: 3,915 shares; 2014Q1: 4,081 shares 4,081 $332K 0.13% +166 Timeline CII BLACKROCK ENHANCED LARGE CAP More: the full row for BLACKROCK ENHANCED LARGE CAP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 43,669 shares; 2013Q3: 35,525 shares; 2013Q4: 29,408 shares; 2014Q1: 23,620 shares 23,620 $330K 0.13% -5,788 Timeline SIGMA ALDRICH CORP SIGMA ALDRICH CORP More: the full row for SIGMA ALDRICH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 109 shares; 2013Q3: 109 shares; 2013Q4: 6,607 shares; 2014Q1: 3,535 shares 3,535 $330K 0.13% -3,072 MGF ABERDEEN GOVT MARKETS INCOME More: the full row for ABERDEEN GOVT MARKETS INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 54,458 shares; 2013Q3: 57,458 shares; 2013Q4: 52,808 shares; 2014Q1: 57,208 shares 57,208 $326K 0.13% +4,400 Timeline GNW GENWORTH FINL INC More: the full row for GENWORTH FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 4,970 shares; 2013Q3: 12,842 shares; 2013Q4: 14,304 shares; 2014Q1: 18,272 shares 18,272 $324K 0.12% +3,968 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 1,803 shares; 2013Q3: 5,520 shares; 2013Q4: 5,383 shares; 2014Q1: 4,694 shares 4,694 $323K 0.12% -689 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 1,599 shares; 2013Q3: 1,434 shares; 2013Q4: 1,438 shares; 2014Q1: 1,962 shares 1,962 $322K 0.12% +524 Timeline BARCLAYS BANK PLC 8.125% P BARCLAYS BANK PLC 8.125% P More: the full row for BARCLAYS BANK PLC 8.125% P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 9,900 shares; 2013Q3: 10,000 shares; 2013Q4: 10,200 shares; 2014Q1: 12,100 shares 12,100 $315K 0.12% +1,900 XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 4,004 shares; 2013Q3: 5,433 shares; 2013Q4: 6,583 shares; 2014Q1: 8,609 shares 8,609 $313K 0.12% +2,026 Timeline STATE STREET STATE STREET More: the full row for STATE STREET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 302 shares; 2013Q3: 302 shares; 2013Q4: 2,650 shares; 2014Q1: 2,999 shares 2,999 $311K 0.12% +349 WESTERN ASSET MGD HI INCM FD WESTERN ASSET MGD HI INCM FD More: the full row for WESTERN ASSET MGD HI INCM FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 77,180 shares; 2013Q3: 78,627 shares; 2013Q4: 66,440 shares; 2014Q1: 53,639 shares 53,639 $307K 0.12% -12,801 BARCLAYS BK PLC BARCLAYS BK PLC More: the full row for BARCLAYS BK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 883 shares; 2013Q3: 979 shares; 2013Q4: 1,629 shares; 2014Q1: 2,077 shares 2,077 $306K 0.12% +448 IYC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 3,464 shares; 2013Q3: 3,803 shares; 2013Q4: 5,172 shares; 2014Q1: 2,513 shares 2,513 $302K 0.12% -2,659 Timeline ALPINE GLOBAL PREMIER PPTYS ALPINE GLOBAL PREMIER PPTYS More: the full row for ALPINE GLOBAL PREMIER PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 39,066 shares; 2013Q3: 33,308 shares; 2013Q4: 40,133 shares; 2014Q1: 42,697 shares 42,697 $301K 0.12% +2,564 BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 1,326 shares; 2013Q3: 1,268 shares; 2013Q4: 3,425 shares; 2014Q1: 2,339 shares 2,339 $294K 0.11% -1,086 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 2,507 shares; 2013Q3: 2,702 shares; 2013Q4: 3,158 shares; 2014Q1: 3,831 shares 3,831 $293K 0.11% +673 Timeline ANNALY CAPITAL MANAGEMENT ANNALY CAPITAL MANAGEMENT More: the full row for ANNALY CAPITAL MANAGEMENT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 31,059 shares; 2013Q3: 42,871 shares; 2013Q4: 36,674 shares; 2014Q1: 26,735 shares 26,735 $293K 0.11% -9,939 DGZ DEUTSCHE BK AG LONDON BRH More: the full row for DEUTSCHE BK AG LONDON BRH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 20,075 shares; 2013Q3: 33,856 shares; 2013Q4: not reported; 2014Q1: 19,728 shares 19,728 $289K 0.11% new Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 1,041 shares; 2013Q3: 1,214 shares; 2013Q4: 1,270 shares; 2014Q1: 1,150 shares 1,150 $288K 0.11% -120 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 617 shares; 2013Q3: 1,248 shares; 2013Q4: 1,529 shares; 2014Q1: 5,641 shares 5,641 $288K 0.11% +4,112 Timeline NUVEEN FLOATING RATE INCOME… NUVEEN FLOATING RATE INCOME OP More: the full row for NUVEEN FLOATING RATE INCOME OP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 26,647 shares; 2013Q3: 24,974 shares; 2013Q4: 23,557 shares; 2014Q1: 23,423 shares 23,423 $286K 0.11% -134 CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 1,350 shares; 2013Q3: 1,409 shares; 2013Q4: 2,237 shares; 2014Q1: 3,239 shares 3,239 $285K 0.11% +1,002 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 2,160 shares; 2013Q3: 3,701 shares; 2013Q4: 2,939 shares; 2014Q1: 2,663 shares 2,663 $285K 0.11% -276 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 5,021 shares; 2013Q3: 4,711 shares; 2013Q4: 5,461 shares; 2014Q1: 4,984 shares 4,984 $283K 0.11% -477 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 717 shares; 2013Q3: 1,136 shares; 2013Q4: 3,616 shares; 2014Q1: 4,378 shares 4,378 $283K 0.11% +762 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 3,181 shares; 2013Q3: 3,194 shares; 2013Q4: 3,752 shares; 2014Q1: 4,205 shares 4,205 $282K 0.11% +453 Timeline XRT SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: not reported; 2013Q3: not reported; 2013Q4: not reported; 2014Q1: 3,333 shares 3,333 $281K 0.11% new Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 1,536 shares; 2013Q3: 1,862 shares; 2013Q4: 1,657 shares; 2014Q1: 2,892 shares 2,892 $277K 0.11% +1,235 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 1,264 shares; 2013Q3: 1,639 shares; 2013Q4: 6,085 shares; 2014Q1: 6,457 shares 6,457 $277K 0.11% +372 Timeline PCN PIMCO CORPORATE & INCM STRG More: the full row for PIMCO CORPORATE & INCM STRG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 22,329 shares; 2013Q3: 22,651 shares; 2013Q4: 15,877 shares; 2014Q1: 16,662 shares 16,662 $277K 0.11% +785 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 3,952 shares; 2013Q3: 5,273 shares; 2013Q4: 5,311 shares; 2014Q1: 5,350 shares 5,350 $268K 0.1% +39 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 1,957 shares; 2013Q3: 5,377 shares; 2013Q4: 1,579 shares; 2014Q1: 2,558 shares 2,558 $267K 0.1% +979 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 6,072 shares; 2013Q3: 7,236 shares; 2013Q4: 7,687 shares; 2014Q1: 6,883 shares 6,883 $266K 0.1% -804 Timeline ZWEIG TOTAL RETURN FD INC ZWEIG TOTAL RETURN FD INC More: the full row for ZWEIG TOTAL RETURN FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 17,819 shares; 2013Q3: 20,594 shares; 2013Q4: 18,619 shares; 2014Q1: 18,871 shares 18,871 $265K 0.1% +252 C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 8,139 shares; 2013Q3: 4,470 shares; 2013Q4: 3,704 shares; 2014Q1: 5,417 shares 5,417 $258K 0.1% +1,713 Timeline REVENUESHARES REVENUESHARES More: the full row for REVENUESHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 5,143 shares; 2013Q3: 4,944 shares; 2013Q4: 4,783 shares; 2014Q1: 4,714 shares 4,714 $258K 0.1% -69 AIVL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 120 shares; 2013Q3: 2,570 shares; 2013Q4: 2,965 shares; 2014Q1: 3,651 shares 3,651 $256K 0.1% +686 Timeline E M C CORP MASS E M C CORP MASS More: the full row for E M C CORP MASS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 4,452 shares; 2013Q3: 8,468 shares; 2013Q4: 7,593 shares; 2014Q1: 9,161 shares 9,161 $251K 0.1% +1,568 SWIFT TRANSPORTATION CO SWIFT TRANSPORTATION CO More: the full row for SWIFT TRANSPORTATION CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 9,000 shares; 2013Q3: 9,000 shares; 2013Q4: 10,000 shares; 2014Q1: 10,000 shares 10,000 $248K 0.1% 0 POWERSHARES ETF TRUST II POWERSHARES ETF TRUST II More: the full row for POWERSHARES ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 4,484 shares; 2013Q3: 5,369 shares; 2013Q4: 5,969 shares; 2014Q1: 6,244 shares 6,244 $245K 0.09% +275 CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 1,035 shares; 2013Q3: 2,042 shares; 2013Q4: 2,813 shares; 2014Q1: 3,250 shares 3,250 $243K 0.09% +437 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 2,499 shares; 2013Q3: 3,073 shares; 2013Q4: 2,214 shares; 2014Q1: 3,128 shares 3,128 $241K 0.09% +914 Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 200 shares; 2013Q3: 1,214 shares; 2013Q4: 5,007 shares; 2014Q1: 5,837 shares 5,837 $241K 0.09% +830 Timeline FRONTIER COMMUNICATIONS CORP FRONTIER COMMUNICATIONS CORP More: the full row for FRONTIER COMMUNICATIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 26,082 shares; 2013Q3: 27,016 shares; 2013Q4: 33,818 shares; 2014Q1: 42,132 shares 42,132 $240K 0.09% +8,314 SINCLAIR BROADCAST GROUP INC SINCLAIR BROADCAST GROUP INC More: the full row for SINCLAIR BROADCAST GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 39,207 shares; 2013Q3: 9,427 shares; 2013Q4: 9,427 shares; 2014Q1: 8,788 shares 8,788 $238K 0.09% -639 IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 5,269 shares; 2013Q3: 5,608 shares; 2013Q4: 5,748 shares; 2014Q1: 2,479 shares 2,479 $236K 0.09% -3,269 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 2,313 shares; 2013Q3: 2,314 shares; 2013Q4: 2,315 shares; 2014Q1: 1,887 shares 1,887 $233K 0.09% -428 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 716 shares; 2013Q3: 852 shares; 2013Q4: 755 shares; 2014Q1: 1,241 shares 1,241 $233K 0.09% +486 Timeline IHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 2,241 shares; 2013Q3: 2,437 shares; 2013Q4: 3,483 shares; 2014Q1: 2,334 shares 2,334 $231K 0.09% -1,149 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 1,064 shares; 2013Q3: 997 shares; 2013Q4: 1,414 shares; 2014Q1: 1,837 shares 1,837 $229K 0.09% +423 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 3,598 shares; 2013Q3: 3,153 shares; 2013Q4: 4,103 shares; 2014Q1: 4,585 shares 4,585 $229K 0.09% +482 Timeline NUVEEN ENERGY MLP TOTL RTRNF NUVEEN ENERGY MLP TOTL RTRNF More: the full row for NUVEEN ENERGY MLP TOTL RTRNF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 6,647 shares; 2013Q3: 6,341 shares; 2013Q4: 10,755 shares; 2014Q1: 11,882 shares 11,882 $228K 0.09% +1,127 SEADRILL ORD SEADRILL ORD More: the full row for SEADRILL ORD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 4,332 shares; 2013Q3: 5,495 shares; 2013Q4: 7,811 shares; 2014Q1: 6,474 shares 6,474 $228K 0.09% -1,337 O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 1,029 shares; 2013Q3: 1,938 shares; 2013Q4: 3,873 shares; 2014Q1: 5,557 shares 5,557 $227K 0.09% +1,684 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 1,297 shares; 2013Q3: 1,440 shares; 2013Q4: 1,539 shares; 2014Q1: 1,667 shares 1,667 $226K 0.09% +128 Timeline REGENCY ENERGY PARTNERS ML REGENCY ENERGY PARTNERS ML More: the full row for REGENCY ENERGY PARTNERS ML Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 2,080 shares; 2013Q3: 2,620 shares; 2013Q4: 4,085 shares; 2014Q1: 8,229 shares 8,229 $224K 0.09% +4,144 EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 516 shares; 2013Q3: 558 shares; 2013Q4: 898 shares; 2014Q1: 1,120 shares 1,120 $220K 0.08% +222 Timeline PowerShares CEF Income Comp… PowerShares CEF Income Composite More: the full row for PowerShares CEF Income Composite Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 10,030 shares; 2013Q3: 9,534 shares; 2013Q4: 8,799 shares; 2014Q1: 8,848 shares 8,848 $219K 0.08% +49 SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 3,045 shares; 2013Q3: 2,732 shares; 2013Q4: 2,783 shares; 2014Q1: 2,974 shares 2,974 $218K 0.08% +191 Timeline SPDR Series Trust SPDR Series Trust More: the full row for SPDR Series Trust Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 2,011 shares; 2013Q3: 3,661 shares; 2013Q4: 3,361 shares; 2014Q1: 4,755 shares 4,755 $218K 0.08% +1,394 VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: not reported; 2013Q3: not reported; 2013Q4: 3,394 shares; 2014Q1: 4,762 shares 4,762 $217K 0.08% +1,368 Timeline ENERGY TRANSFER PRTNRS L P ENERGY TRANSFER PRTNRS L P More: the full row for ENERGY TRANSFER PRTNRS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 3,294 shares; 2013Q3: 3,664 shares; 2013Q4: 3,824 shares; 2014Q1: 4,022 shares 4,022 $216K 0.08% +198 DTH WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 10,423 shares; 2013Q3: 7,349 shares; 2013Q4: 6,449 shares; 2014Q1: 4,474 shares 4,474 $214K 0.08% -1,975 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 839 shares; 2013Q3: 840 shares; 2013Q4: 890 shares; 2014Q1: 984 shares 984 $213K 0.08% +94 Timeline PDT HANCOCK JOHN PREM DIVID FD More: the full row for HANCOCK JOHN PREM DIVID FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 27,920 shares; 2013Q3: 26,372 shares; 2013Q4: 16,038 shares; 2014Q1: 16,335 shares 16,335 $212K 0.08% +297 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 1,830 shares; 2013Q3: 2,571 shares; 2013Q4: 4,205 shares; 2014Q1: 6,289 shares 6,289 $211K 0.08% +2,084 Timeline GSG ISHARES S&P GSCI COMMODITY- More: the full row for ISHARES S&P GSCI COMMODITY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 8,665 shares; 2013Q3: 8,429 shares; 2013Q4: 6,283 shares; 2014Q1: 6,366 shares 6,366 $210K 0.08% +83 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 4,315 shares; 2013Q3: 4,297 shares; 2013Q4: 3,955 shares; 2014Q1: 4,750 shares 4,750 $209K 0.08% +795 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 8,085 shares; 2013Q3: 19,335 shares; 2013Q4: 19,335 shares; 2014Q1: 26,714 shares 26,714 $209K 0.08% +7,379 Timeline CERNER CORP CERNER CORP More: the full row for CERNER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 1,030 shares; 2013Q3: 3,110 shares; 2013Q4: 3,260 shares; 2014Q1: 3,710 shares 3,710 $209K 0.08% +450 IEO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 335 shares; 2013Q3: 390 shares; 2013Q4: 343 shares; 2014Q1: 2,447 shares 2,447 $208K 0.08% +2,104 Timeline AVT AVNET INC More: the full row for AVNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 463 shares; 2013Q3: 4,474 shares; 2013Q4: 4,474 shares; 2014Q1: 4,476 shares 4,476 $208K 0.08% +2 Timeline JOHNSON CONTROLS INT F JOHNSON CONTROLS INT F More: the full row for JOHNSON CONTROLS INT F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 205 shares; 2013Q3: 241 shares; 2013Q4: 3,873 shares; 2014Q1: 4,390 shares 4,390 $208K 0.08% +517 POWERSHARES ETF TRUST DWA T… POWERSHARES ETF TRUST DWA TECH More: the full row for POWERSHARES ETF TRUST DWA TECH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 4,532 shares; 2013Q3: 5,266 shares; 2013Q4: 5,764 shares; 2014Q1: 5,525 shares 5,525 $206K 0.08% -239 VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 1,074 shares; 2013Q3: 1,074 shares; 2013Q4: 1,423 shares; 2014Q1: 2,477 shares 2,477 $205K 0.08% +1,054 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 310 shares; 2013Q3: 1,566 shares; 2013Q4: 2,728 shares; 2014Q1: 2,399 shares 2,399 $204K 0.08% -329 Timeline BARCLAYS BANK PLC BARCLAYS BANK PLC More: the full row for BARCLAYS BANK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 7,463 shares; 2013Q3: 7,815 shares; 2013Q4: 8,767 shares; 2014Q1: 7,919 shares 7,919 $203K 0.08% -848 IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 308 shares; 2013Q3: 308 shares; 2013Q4: 1,457 shares; 2014Q1: 2,217 shares 2,217 $202K 0.08% +760 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 11,739 shares; 2013Q3: 15,984 shares; 2013Q4: 16,726 shares; 2014Q1: 20,549 shares 20,549 $201K 0.08% +3,823 Timeline UNITED TECHNOLOGIES CORP UNITED TECHNOLOGIES CORP More: the full row for UNITED TECHNOLOGIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 1,191 shares; 2013Q3: 1,371 shares; 2013Q4: 1,620 shares; 2014Q1: 1,717 shares 1,717 $201K 0.08% +97 COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 1,459 shares; 2013Q3: 1,491 shares; 2013Q4: 1,633 shares; 2014Q1: 1,747 shares 1,747 $195K 0.07% +114 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 2,375 shares; 2013Q3: 2,665 shares; 2013Q4: 3,525 shares; 2014Q1: 3,540 shares 3,540 $195K 0.07% +15 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 1,877 shares; 2013Q3: 4,067 shares; 2013Q4: 4,363 shares; 2014Q1: 4,748 shares 4,748 $194K 0.07% +385 Timeline DU PONT E I DE NEMOURS & CO DU PONT E I DE NEMOURS & CO More: the full row for DU PONT E I DE NEMOURS & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 2,188 shares; 2013Q3: 2,256 shares; 2013Q4: 2,521 shares; 2014Q1: 2,893 shares 2,893 $194K 0.07% +372 NATIONAL OILWELL VARCO INC NATIONAL OILWELL VARCO INC More: the full row for NATIONAL OILWELL VARCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 1,777 shares; 2013Q3: 2,545 shares; 2013Q4: 2,145 shares; 2014Q1: 2,483 shares 2,483 $193K 0.07% +338 UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 9,620 shares; 2013Q3: 11,683 shares; 2013Q4: 11,296 shares; 2014Q1: 8,717 shares 8,717 $192K 0.07% -2,579 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 929 shares; 2013Q3: 1,479 shares; 2013Q4: 1,370 shares; 2014Q1: 1,989 shares 1,989 $190K 0.07% +619 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 2,634 shares; 2013Q3: 2,998 shares; 2013Q4: 3,138 shares; 2014Q1: 3,398 shares 3,398 $189K 0.07% +260 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 6,074 shares; 2013Q3: 5,826 shares; 2013Q4: 5,796 shares; 2014Q1: 5,640 shares 5,640 $189K 0.07% -156 Timeline SHIP FINANCE INTL LTD SHIP FINANCE INTL LTD More: the full row for SHIP FINANCE INTL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 10,149 shares; 2013Q3: 9,849 shares; 2013Q4: 10,574 shares; 2014Q1: 10,324 shares 10,324 $186K 0.07% -250 IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 1,405 shares; 2013Q3: 1,732 shares; 2013Q4: 2,010 shares; 2014Q1: 1,502 shares 1,502 $185K 0.07% -508 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: not reported; 2013Q3: not reported; 2013Q4: 1,994 shares; 2014Q1: 1,673 shares 1,673 $183K 0.07% -321 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 7,649 shares; 2013Q3: 3,408 shares; 2013Q4: 8,603 shares; 2014Q1: 7,815 shares 7,815 $183K 0.07% -788 Timeline RXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: not reported; 2013Q3: not reported; 2013Q4: 2,043 shares; 2014Q1: 2,228 shares 2,228 $183K 0.07% +185 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 9,302 shares; 2013Q3: 10,740 shares; 2013Q4: 10,459 shares; 2014Q1: 7,484 shares 7,484 $182K 0.07% -2,975 Timeline ACTAVIS PLC ACTAVIS PLC More: the full row for ACTAVIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: not reported; 2013Q3: not reported; 2013Q4: 1,333 shares; 2014Q1: 874 shares 874 $180K 0.07% -459 USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 4,500 shares; 2013Q3: 5,580 shares; 2013Q4: 5,550 shares; 2014Q1: 4,900 shares 4,900 $177K 0.07% -650 Timeline TEMPLETON GLOBAL INCOME FD TEMPLETON GLOBAL INCOME FD More: the full row for TEMPLETON GLOBAL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 7,448 shares; 2013Q3: 5,380 shares; 2013Q4: 10,579 shares; 2014Q1: 22,022 shares 22,022 $177K 0.07% +11,443 CREDIT SUISSE NASSAU BRH ET… CREDIT SUISSE NASSAU BRH ETN L More: the full row for CREDIT SUISSE NASSAU BRH ETN L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 2,813 shares; 2013Q3: 3,802 shares; 2013Q4: 4,389 shares; 2014Q1: 5,556 shares 5,556 $177K 0.07% +1,167 BB & T CORP BB & T CORP More: the full row for BB & T CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 4,150 shares; 2013Q3: 5,800 shares; 2013Q4: 3,800 shares; 2014Q1: 4,311 shares 4,311 $173K 0.07% +511 Lineage, Inc. Lineage, Inc. More: the full row for Lineage, Inc. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 3,852 shares; 2013Q3: 8,341 shares; 2013Q4: 6,517 shares; 2014Q1: 6,120 shares 6,120 $173K 0.07% -397 CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 2,270 shares; 2013Q3: 2,294 shares; 2013Q4: 2,077 shares; 2014Q1: 1,721 shares 1,721 $171K 0.07% -356 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 2,455 shares; 2013Q3: 2,214 shares; 2013Q4: 7,294 shares; 2014Q1: 2,841 shares 2,841 $171K 0.07% -4,453 Timeline BARRICK GOLD CORP BARRICK GOLD CORP More: the full row for BARRICK GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 11,241 shares; 2013Q3: 2,405 shares; 2013Q4: 17,637 shares; 2014Q1: 9,587 shares 9,587 $171K 0.07% -8,050 AMERICAN CAPITAL AGENCY CORP AMERICAN CAPITAL AGENCY CORP More: the full row for AMERICAN CAPITAL AGENCY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 4,980 shares; 2013Q3: 6,812 shares; 2013Q4: 9,922 shares; 2014Q1: 7,947 shares 7,947 $171K 0.07% -1,975 MKT V. SHORT MUNI INDEX MKT V. SHORT MUNI INDEX More: the full row for MKT V. SHORT MUNI INDEX Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 13,249 shares; 2013Q3: 12,799 shares; 2013Q4: 12,234 shares; 2014Q1: 9,686 shares 9,686 $170K 0.07% -2,548 IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 1,865 shares; 2013Q3: 1,752 shares; 2013Q4: 1,357 shares; 2014Q1: 2,494 shares 2,494 $169K 0.06% +1,137 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 1,040 shares; 2013Q3: 2,313 shares; 2013Q4: 3,174 shares; 2014Q1: 3,289 shares 3,289 $169K 0.06% +115 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 3,237 shares; 2013Q3: 3,522 shares; 2013Q4: 3,139 shares; 2014Q1: 2,857 shares 2,857 $168K 0.06% -282 Timeline CHAMBERS STR PPTYS CHAMBERS STR PPTYS More: the full row for CHAMBERS STR PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 31,730 shares; 2013Q3: 68,352 shares; 2013Q4: 74,352 shares; 2014Q1: 21,672 shares 21,672 $168K 0.06% -52,680 NUVEEN DIVER CURRENCY OPPOR NUVEEN DIVER CURRENCY OPPOR More: the full row for NUVEEN DIVER CURRENCY OPPOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 15,736 shares; 2013Q3: 16,248 shares; 2013Q4: 15,910 shares; 2014Q1: 15,993 shares 15,993 $168K 0.06% +83 RDN RADIAN GROUP INC More: the full row for RADIAN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 8,700 shares; 2013Q3: 10,700 shares; 2013Q4: 11,009 shares; 2014Q1: 11,104 shares 11,104 $167K 0.06% +95 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 1,200 shares; 2013Q3: 1,200 shares; 2013Q4: 1,550 shares; 2014Q1: 1,664 shares 1,664 $167K 0.06% +114 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 583 shares; 2013Q3: 592 shares; 2013Q4: 1,635 shares; 2014Q1: 1,948 shares 1,948 $166K 0.06% +313 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 966 shares; 2013Q3: 1,403 shares; 2013Q4: 1,391 shares; 2014Q1: 1,687 shares 1,687 $164K 0.06% +296 Timeline CSM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 20 shares; 2013Q3: 1,095 shares; 2013Q4: 1,435 shares; 2014Q1: 1,819 shares 1,819 $164K 0.06% +384 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 1,798 shares; 2013Q3: 1,253 shares; 2013Q4: 2,093 shares; 2014Q1: 1,958 shares 1,958 $163K 0.06% -135 Timeline ROYAL BANK OF SCOTLAND GROU… ROYAL BANK OF SCOTLAND GROUP PLC More: the full row for ROYAL BANK OF SCOTLAND GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 6,500 shares; 2013Q3: 6,500 shares; 2013Q4: 6,550 shares; 2014Q1: 6,550 shares 6,550 $163K 0.06% 0 ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 1,577 shares; 2013Q3: 1,457 shares; 2013Q4: 1,892 shares; 2014Q1: 3,471 shares 3,471 $162K 0.06% +1,579 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 888 shares; 2013Q3: 1,378 shares; 2013Q4: 2,194 shares; 2014Q1: 2,259 shares 2,259 $160K 0.06% +65 Timeline Invesco Global Listed Priva… Invesco Global Listed Private Equ… More: the full row for Invesco Global Listed Private Equity ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 1,155 shares; 2013Q3: 2,839 shares; 2013Q4: 7,417 shares; 2014Q1: 13,089 shares 13,089 $159K 0.06% +5,672 TEI TEMPLETON EMERGING MKTS INCO More: the full row for TEMPLETON EMERGING MKTS INCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 16,597 shares; 2013Q3: 15,270 shares; 2013Q4: 11,983 shares; 2014Q1: 11,283 shares 11,283 $158K 0.06% -700 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 7,306 shares; 2013Q3: 20,665 shares; 2013Q4: 11,190 shares; 2014Q1: 3,220 shares 3,220 $158K 0.06% -7,970 Timeline NPS PHARMACEUTICALS INC NPS PHARMACEUTICALS INC More: the full row for NPS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 3,785 shares; 2013Q3: 3,585 shares; 2013Q4: 4,765 shares; 2014Q1: 5,205 shares 5,205 $156K 0.06% +440 WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: not reported; 2013Q3: 2,000 shares; 2013Q4: 2,000 shares; 2014Q1: 2,000 shares 2,000 $155K 0.06% 0 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: not reported; 2013Q3: not reported; 2013Q4: not reported; 2014Q1: 4,217 shares 4,217 $155K 0.06% new Timeline DJP BARCLAYS BANK PLC More: the full row for BARCLAYS BANK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 21 shares; 2013Q3: 2,038 shares; 2013Q4: 4,260 shares; 2014Q1: 3,926 shares 3,926 $155K 0.06% -334 Timeline REYNOLDS AMERICAN INC REYNOLDS AMERICAN INC More: the full row for REYNOLDS AMERICAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 2,238 shares; 2013Q3: 2,493 shares; 2013Q4: 3,038 shares; 2014Q1: 2,880 shares 2,880 $154K 0.06% -158 RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 15,000 shares; 2013Q3: 41,008 shares; 2013Q4: 11,658 shares; 2014Q1: 13,808 shares 13,808 $153K 0.06% +2,150 Timeline ROYAL DUTCH SHELL PLC SPN A… ROYAL DUTCH SHELL PLC SPN ADR More: the full row for ROYAL DUTCH SHELL PLC SPN ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 1,697 shares; 2013Q3: 2,111 shares; 2013Q4: 2,111 shares; 2014Q1: 1,958 shares 1,958 $153K 0.06% -153 SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 1,364 shares; 2013Q3: 1,487 shares; 2013Q4: 1,492 shares; 2014Q1: 1,566 shares 1,566 $152K 0.06% +74 Timeline L BRANDS INC L BRANDS INC More: the full row for L BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 1,595 shares; 2013Q3: 2,009 shares; 2013Q4: 11,327 shares; 2014Q1: 2,680 shares 2,680 $152K 0.06% -8,647 CELGENE CORP CELGENE CORP More: the full row for CELGENE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 504 shares; 2013Q3: 484 shares; 2013Q4: 944 shares; 2014Q1: 1,091 shares 1,091 $152K 0.06% +147 SWEDISH EXPT CR CORP SWEDISH EXPT CR CORP More: the full row for SWEDISH EXPT CR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 14,588 shares; 2013Q3: 17,370 shares; 2013Q4: 16,811 shares; 2014Q1: 17,813 shares 17,813 $152K 0.06% +1,002 PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 3,373 shares; 2013Q3: 3,495 shares; 2013Q4: 4,036 shares; 2014Q1: 3,522 shares 3,522 $150K 0.06% -514 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 1,037 shares; 2013Q3: 905 shares; 2013Q4: 905 shares; 2014Q1: 914 shares 914 $149K 0.06% +9 Timeline K KELLANOVA More: the full row for KELLANOVA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 2,483 shares; 2013Q3: 2,308 shares; 2013Q4: 2,311 shares; 2014Q1: 2,313 shares 2,313 $145K 0.06% +2 Timeline RR DONNELLEY + SONS CO RR DONNELLEY + SONS CO More: the full row for RR DONNELLEY + SONS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 5,350 shares; 2013Q3: 6,550 shares; 2013Q4: 6,800 shares; 2014Q1: 8,100 shares 8,100 $145K 0.06% +1,300 SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 4,243 shares; 2013Q3: 4,302 shares; 2013Q4: 4,528 shares; 2014Q1: 3,960 shares 3,960 $143K 0.05% -568 Timeline ISHARES ISHARES More: the full row for ISHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 6,367 shares; 2013Q3: 6,367 shares; 2013Q4: 6,909 shares; 2014Q1: 12,600 shares 12,600 $143K 0.05% +5,691 PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 2,825 shares; 2013Q3: 4,157 shares; 2013Q4: 4,450 shares; 2014Q1: 4,290 shares 4,290 $142K 0.05% -160 Timeline GLAXOSMITHKLINE PLC-ADR GLAXOSMITHKLINE PLC-ADR More: the full row for GLAXOSMITHKLINE PLC-ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 1,151 shares; 2013Q3: 2,056 shares; 2013Q4: 2,056 shares; 2014Q1: 2,666 shares 2,666 $142K 0.05% +610 FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: not reported; 2013Q3: 3,552 shares; 2013Q4: 3,888 shares; 2014Q1: 3,411 shares 3,411 $142K 0.05% -477 Timeline POWERSHARES ETF TR II POWERSHARES ETF TR II More: the full row for POWERSHARES ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 2,685 shares; 2013Q3: 3,055 shares; 2013Q4: 3,085 shares; 2014Q1: 4,955 shares 4,955 $142K 0.05% +1,870 DBEM DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: not reported; 2013Q3: 400 shares; 2013Q4: 6,456 shares; 2014Q1: 6,531 shares 6,531 $140K 0.05% +75 Timeline Pentair Inc Pentair Inc More: the full row for Pentair Inc Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 144 shares; 2013Q3: 1,744 shares; 2013Q4: 1,744 shares; 2014Q1: 1,763 shares 1,763 $140K 0.05% +19 MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: not reported; 2013Q3: 1,411 shares; 2013Q4: 711 shares; 2014Q1: 1,221 shares 1,221 $139K 0.05% +510 Timeline AMERICAN RLTY CAP PPTYS INC AMERICAN RLTY CAP PPTYS INC More: the full row for AMERICAN RLTY CAP PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: not reported; 2013Q3: not reported; 2013Q4: not reported; 2014Q1: 9,905 shares 9,905 $139K 0.05% new FOREST LABS INC FOREST LABS INC More: the full row for FOREST LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 6,500 shares; 2013Q3: 6,500 shares; 2013Q4: 6,500 shares; 2014Q1: 1,500 shares 1,500 $138K 0.05% -5,000 GNR SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: not reported; 2013Q3: 4,303 shares; 2013Q4: 2,376 shares; 2014Q1: 2,726 shares 2,726 $137K 0.05% +350 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 1,765 shares; 2013Q3: 1,765 shares; 2013Q4: 1,965 shares; 2014Q1: 2,815 shares 2,815 $135K 0.05% +850 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 1,712 shares; 2013Q3: 2,239 shares; 2013Q4: 1,412 shares; 2014Q1: 1,237 shares 1,237 $135K 0.05% -175 Timeline ISHARES GOLD TRUST ISHARES GOLD TRUST More: the full row for ISHARES GOLD TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 5,771 shares; 2013Q3: 7,492 shares; 2013Q4: 6,012 shares; 2014Q1: 10,868 shares 10,868 $135K 0.05% +4,856 POWERSHARES GLOBAL ETF TRUST POWERSHARES GLOBAL ETF TRUST More: the full row for POWERSHARES GLOBAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 9,377 shares; 2013Q3: 8,115 shares; 2013Q4: 5,686 shares; 2014Q1: 5,566 shares 5,566 $134K 0.05% -120 IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 892 shares; 2013Q3: 1,113 shares; 2013Q4: 1,072 shares; 2014Q1: 1,270 shares 1,270 $133K 0.05% +198 Timeline CLAYMORE EXCHANGE TRD FD TR… CLAYMORE EXCHANGE TRD FD TR GUGG … More: the full row for CLAYMORE EXCHANGE TRD FD TR GUGG INSDR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: not reported; 2013Q3: 540 shares; 2013Q4: 1,611 shares; 2014Q1: 2,799 shares 2,799 $133K 0.05% +1,188 CHIMERA INVESTMENT CORP CHIMERA INVESTMENT CORP More: the full row for CHIMERA INVESTMENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 41,060 shares; 2013Q3: 45,764 shares; 2013Q4: 56,047 shares; 2014Q1: 43,122 shares 43,122 $132K 0.05% -12,925 COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 1,001 shares; 2013Q3: 1,696 shares; 2013Q4: 1,833 shares; 2014Q1: 1,704 shares 1,704 $131K 0.05% -129 Timeline FEI CO FEI CO More: the full row for FEI CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 1,776 shares; 2013Q3: 1,776 shares; 2013Q4: 1,776 shares; 2014Q1: 1,276 shares 1,276 $131K 0.05% -500 MARKET VECTORS ETF TR JR GO… MARKET VECTORS ETF TR JR GOLD More: the full row for MARKET VECTORS ETF TR JR GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: not reported; 2013Q3: 9,156 shares; 2013Q4: 9,653 shares; 2014Q1: 3,616 shares 3,616 $131K 0.05% -6,037 AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 781 shares; 2013Q3: 1,882 shares; 2013Q4: 1,991 shares; 2014Q1: 1,446 shares 1,446 $130K 0.05% -545 Timeline SPIRIT RLTY CAP INC NEW SPIRIT RLTY CAP INC NEW More: the full row for SPIRIT RLTY CAP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: not reported; 2013Q3: not reported; 2013Q4: not reported; 2014Q1: 11,848 shares 11,848 $130K 0.05% new EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 1,856 shares; 2013Q3: 2,208 shares; 2013Q4: 2,244 shares; 2014Q1: 2,244 shares 2,244 $129K 0.05% 0 Timeline DENBURY RES INC DENBURY RES INC More: the full row for DENBURY RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 4,660 shares; 2013Q3: 5,505 shares; 2013Q4: 7,730 shares; 2014Q1: 7,868 shares 7,868 $129K 0.05% +138 SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 1,643 shares; 2013Q3: 1,643 shares; 2013Q4: 1,643 shares; 2014Q1: 1,643 shares 1,643 $128K 0.05% 0 Timeline TRN TRINITY INDS INC More: the full row for TRINITY INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: not reported; 2013Q3: 1,055 shares; 2013Q4: 1,656 shares; 2014Q1: 1,763 shares 1,763 $127K 0.05% +107 Timeline iShares MSCI Frontier 100 iShares MSCI Frontier 100 More: the full row for iShares MSCI Frontier 100 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: not reported; 2013Q3: 9,810 shares; 2013Q4: 5,787 shares; 2014Q1: 3,502 shares 3,502 $127K 0.05% -2,285 SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: not reported; 2013Q3: not reported; 2013Q4: not reported; 2014Q1: 4,267 shares 4,267 $125K 0.05% new Timeline GROUPON INC GROUPON INC More: the full row for GROUPON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 4,450 shares; 2013Q3: 8,100 shares; 2013Q4: 9,638 shares; 2014Q1: 15,905 shares 15,905 $125K 0.05% +6,267 FYX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: not reported; 2013Q3: 2,439 shares; 2013Q4: 2,764 shares; 2014Q1: 2,552 shares 2,552 $124K 0.05% -212 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 813 shares; 2013Q3: 968 shares; 2013Q4: 935 shares; 2014Q1: 1,118 shares 1,118 $123K 0.05% +183 Timeline MARKET VECTORS BIOTECH ETF MARKET VECTORS BIOTECH ETF More: the full row for MARKET VECTORS BIOTECH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 255 shares; 2013Q3: 315 shares; 2013Q4: 10,725 shares; 2014Q1: 1,356 shares 1,356 $123K 0.05% -9,369 IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 2 shares; 2013Q3: 2 shares; 2013Q4: 2 shares; 2014Q1: 1,118 shares 1,118 $122K 0.05% +1,116 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 589 shares; 2013Q3: 843 shares; 2013Q4: 972 shares; 2014Q1: 360 shares 360 $121K 0.05% -612 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 1,231 shares; 2013Q3: 9,261 shares; 2013Q4: 7,250 shares; 2014Q1: 1,302 shares 1,302 $121K 0.05% -5,948 Timeline CALUMET SPECIALTY PRODS PART CALUMET SPECIALTY PRODS PART More: the full row for CALUMET SPECIALTY PRODS PART Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 2,966 shares; 2013Q3: 3,416 shares; 2013Q4: 5,506 shares; 2014Q1: 4,696 shares 4,696 $121K 0.05% -810 SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 10,465 shares; 2013Q3: 2,491 shares; 2013Q4: 2,291 shares; 2014Q1: 6,309 shares 6,309 $120K 0.05% +4,018 Timeline DWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 3,011 shares; 2013Q3: 3,106 shares; 2013Q4: 2,782 shares; 2014Q1: 2,444 shares 2,444 $119K 0.05% -338 Timeline MARKET VECTORS ETF TR MARKET VECTORS ETF TR More: the full row for MARKET VECTORS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 1,335 shares; 2013Q3: 1,510 shares; 2013Q4: 2,190 shares; 2014Q1: 4,980 shares 4,980 $119K 0.05% +2,790 ALLIED NEVADA GOLD CORP ALLIED NEVADA GOLD CORP More: the full row for ALLIED NEVADA GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: not reported; 2013Q3: not reported; 2013Q4: not reported; 2014Q1: 27,520 shares 27,520 $119K 0.05% new NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 1,028 shares; 2013Q3: 2,020 shares; 2013Q4: 1,789 shares; 2014Q1: 1,390 shares 1,390 $118K 0.05% -399 Timeline PIONEER HIGH INCOME FUND INC PIONEER HIGH INCOME FUND INC More: the full row for PIONEER HIGH INCOME FUND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 5,971 shares; 2013Q3: 5,834 shares; 2013Q4: 8,458 shares; 2014Q1: 6,591 shares 6,591 $118K 0.05% -1,867 COACH INC COACH INC More: the full row for COACH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 526 shares; 2013Q3: 1,387 shares; 2013Q4: 1,469 shares; 2014Q1: 2,368 shares 2,368 $118K 0.05% +899 PALL CORP PALL CORP More: the full row for PALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: not reported; 2013Q3: not reported; 2013Q4: not reported; 2014Q1: 1,318 shares 1,318 $118K 0.05% new XHB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 4,625 shares; 2013Q3: 4,689 shares; 2013Q4: 4,829 shares; 2014Q1: 3,602 shares 3,602 $117K 0.04% -1,227 Timeline IWC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 25 shares; 2013Q3: 25 shares; 2013Q4: 521 shares; 2014Q1: 1,519 shares 1,519 $117K 0.04% +998 Timeline GOGO GOGO INC More: the full row for GOGO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: not reported; 2013Q3: not reported; 2013Q4: not reported; 2014Q1: 5,716 shares 5,716 $117K 0.04% new Timeline EES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 1,714 shares; 2013Q3: 2,031 shares; 2013Q4: 1,898 shares; 2014Q1: 1,437 shares 1,437 $117K 0.04% -461 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 880 shares; 2013Q3: 850 shares; 2013Q4: 976 shares; 2014Q1: 1,088 shares 1,088 $116K 0.04% +112 Timeline SSYS STRATASYS LTD More: the full row for STRATASYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 220 shares; 2013Q3: 1,040 shares; 2013Q4: 1,080 shares; 2014Q1: 1,097 shares 1,097 $116K 0.04% +17 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: not reported; 2013Q3: not reported; 2013Q4: 32,817 shares; 2014Q1: 4,148 shares 4,148 $112K 0.04% -28,669 Timeline Dow Chemical Company Dow Chemical Company More: the full row for Dow Chemical Company Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 1,298 shares; 2013Q3: 2,108 shares; 2013Q4: 2,171 shares; 2014Q1: 2,268 shares 2,268 $110K 0.04% +97 VANGUARD VANGUARD More: the full row for VANGUARD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 4,442 shares; 2013Q3: 4,491 shares; 2013Q4: 3,786 shares; 2014Q1: 3,701 shares 3,701 $110K 0.04% -85 APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 423 shares; 2013Q3: 1,183 shares; 2013Q4: 1,068 shares; 2014Q1: 913 shares 913 $109K 0.04% -155 Timeline ALLIANCE HOLDINGS GP LP ALLIANCE HOLDINGS GP LP More: the full row for ALLIANCE HOLDINGS GP LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 1,010 shares; 2013Q3: 1,220 shares; 2013Q4: 2,220 shares; 2014Q1: 1,750 shares 1,750 $109K 0.04% -470 GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 1,429 shares; 2013Q3: 1,536 shares; 2013Q4: 1,533 shares; 2014Q1: 2,094 shares 2,094 $108K 0.04% +561 Timeline BTZ BLACKROCK CR ALLOCATION More: the full row for BLACKROCK CR ALLOCATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 7,000 shares; 2013Q3: 7,000 shares; 2013Q4: 7,985 shares; 2014Q1: 7,985 shares 7,985 $108K 0.04% 0 Timeline MEDTRONIC INC MEDTRONIC INC More: the full row for MEDTRONIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 1,923 shares; 2013Q3: 1,717 shares; 2013Q4: 1,745 shares; 2014Q1: 1,747 shares 1,747 $108K 0.04% +2 MARKWEST ENERGY PARTNERS L P MARKWEST ENERGY PARTNERS L P More: the full row for MARKWEST ENERGY PARTNERS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 150 shares; 2013Q3: 150 shares; 2013Q4: 150 shares; 2014Q1: 1,650 shares 1,650 $108K 0.04% +1,500 ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 1,000 shares; 2013Q3: 1,021 shares; 2013Q4: 1,021 shares; 2014Q1: 1,321 shares 1,321 $107K 0.04% +300 Timeline DDD 3D SYS CORP DEL More: the full row for 3D SYS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 505 shares; 2013Q3: 415 shares; 2013Q4: 255 shares; 2014Q1: 1,800 shares 1,800 $106K 0.04% +1,545 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 1,500 shares; 2013Q3: 1,500 shares; 2013Q4: 1,500 shares; 2014Q1: 1,500 shares 1,500 $105K 0.04% 0 Timeline ENERPLUS CORP ENERPLUS CORP More: the full row for ENERPLUS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 6,166 shares; 2013Q3: 6,266 shares; 2013Q4: 5,157 shares; 2014Q1: 5,228 shares 5,228 $105K 0.04% +71 APACHE CORP APACHE CORP More: the full row for APACHE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 1,221 shares; 2013Q3: 1,150 shares; 2013Q4: 1,297 shares; 2014Q1: 1,250 shares 1,250 $104K 0.04% -47 ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 883 shares; 2013Q3: 1,014 shares; 2013Q4: 1,304 shares; 2014Q1: 1,545 shares 1,545 $103K 0.04% +241 Timeline FISHER ENHANCED BIG CAP GRO… FISHER ENHANCED BIG CAP GROWTH ET… More: the full row for FISHER ENHANCED BIG CAP GROWTH ETN(FBG) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: not reported; 2013Q3: 2,207 shares; 2013Q4: 2,207 shares; 2014Q1: 2,207 shares 2,207 $103K 0.04% 0 MARKET VECTORS ETF TR MARKET VECTORS ETF TR More: the full row for MARKET VECTORS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: not reported; 2013Q3: not reported; 2013Q4: 2,900 shares; 2014Q1: 4,100 shares 4,100 $102K 0.04% +1,200 Spectra Energy Partners Spectra Energy Partners More: the full row for Spectra Energy Partners Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 1,270 shares; 2013Q3: 1,600 shares; 2013Q4: 2,465 shares; 2014Q1: 2,065 shares 2,065 $101K 0.04% -400 IAG IAMGOLD CORP More: the full row for IAMGOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: not reported; 2013Q3: not reported; 2013Q4: not reported; 2014Q1: 28,357 shares 28,357 $100K 0.04% new Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 1,558 shares; 2013Q3: 1,971 shares; 2013Q4: 1,557 shares; 2014Q1: 1,883 shares 1,883 $100K 0.04% +326 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 559 shares; 2013Q3: 772 shares; 2013Q4: 772 shares; 2014Q1: 1,155 shares 1,155 $99K 0.04% +383 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 654 shares; 2013Q3: 753 shares; 2013Q4: 853 shares; 2014Q1: 1,644 shares 1,644 $97K 0.04% +791 Timeline PRAXAIR INC PRAXAIR INC More: the full row for PRAXAIR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 751 shares; 2013Q3: 776 shares; 2013Q4: 783 shares; 2014Q1: 738 shares 738 $97K 0.04% -45 DELAWARE INVTS DIV & INCOME DELAWARE INVTS DIV & INCOME More: the full row for DELAWARE INVTS DIV & INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 10,141 shares; 2013Q3: 10,141 shares; 2013Q4: 10,141 shares; 2014Q1: 10,141 shares 10,141 $97K 0.04% 0 ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 720 shares; 2013Q3: 720 shares; 2013Q4: 720 shares; 2014Q1: 720 shares 720 $96K 0.04% 0 Timeline ONEOK PARTNERS LP LTD PARTN ONEOK PARTNERS LP LTD PARTN More: the full row for ONEOK PARTNERS LP LTD PARTN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 1,224 shares; 2013Q3: 1,774 shares; 2013Q4: 1,774 shares; 2014Q1: 1,774 shares 1,774 $95K 0.04% 0 POWERSHARES POWERSHARES More: the full row for POWERSHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 3,470 shares; 2013Q3: 3,470 shares; 2013Q4: 3,478 shares; 2014Q1: 3,518 shares 3,518 $95K 0.04% +40 MARKET VECTORS ETF TR MARKET VECTORS ETF TR More: the full row for MARKET VECTORS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 3,975 shares; 2013Q3: 3,193 shares; 2013Q4: 2,570 shares; 2014Q1: 1,753 shares 1,753 $95K 0.04% -817 INTEL CORP INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 80,000 shares; 2013Q3: 80,000 shares; 2013Q4: 80,000 shares; 2014Q1: 80,000 shares 80,000 $94K 0.04% 0 TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: not reported; 2013Q3: 244 shares; 2013Q4: 1,212 shares; 2014Q1: 1,097 shares 1,097 $93K 0.04% -115 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 2,767 shares; 2013Q3: 2,767 shares; 2013Q4: 2,467 shares; 2014Q1: 2,267 shares 2,267 $93K 0.04% -200 Timeline INVESCO DYNAMIC CR OPPORTUNI INVESCO DYNAMIC CR OPPORTUNI More: the full row for INVESCO DYNAMIC CR OPPORTUNI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 970 shares; 2013Q3: 5,064 shares; 2013Q4: 3,176 shares; 2014Q1: 7,173 shares 7,173 $93K 0.04% +3,997 IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 900 shares; 2013Q3: 900 shares; 2013Q4: 1,030 shares; 2014Q1: 980 shares 980 $93K 0.04% -50 Timeline LINKEDIN CORP LINKEDIN CORP More: the full row for LINKEDIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 233 shares; 2013Q3: 286 shares; 2013Q4: 348 shares; 2014Q1: 503 shares 503 $93K 0.04% +155 POWERSHARES DYN SEMICONDUCT POWERSHARES DYN SEMICONDUCT More: the full row for POWERSHARES DYN SEMICONDUCT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: not reported; 2013Q3: not reported; 2013Q4: not reported; 2014Q1: 4,476 shares 4,476 $93K 0.04% new SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 545 shares; 2013Q3: 759 shares; 2013Q4: 1,241 shares; 2014Q1: 945 shares 945 $92K 0.04% -296 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 750 shares; 2013Q3: 846 shares; 2013Q4: 891 shares; 2014Q1: 1,183 shares 1,183 $91K 0.03% +292 Timeline WHOLE FOODS MKT INC WHOLE FOODS MKT INC More: the full row for WHOLE FOODS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 860 shares; 2013Q3: 512 shares; 2013Q4: 1,463 shares; 2014Q1: 1,791 shares 1,791 $91K 0.03% +328 CUBIST PHARMACEUTICALS INC CUBIST PHARMACEUTICALS INC More: the full row for CUBIST PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 2,450 shares; 2013Q3: 2,450 shares; 2013Q4: 1,221 shares; 2014Q1: 1,221 shares 1,221 $89K 0.03% 0 GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 1,431 shares; 2013Q3: 1,631 shares; 2013Q4: 1,294 shares; 2014Q1: 539 shares 539 $88K 0.03% -755 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 57 shares; 2013Q3: 816 shares; 2013Q4: 845 shares; 2014Q1: 470 shares 470 $88K 0.03% -375 Timeline JBLU JETBLUE AIRWAYS CORP More: the full row for JETBLUE AIRWAYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: not reported; 2013Q3: 5,150 shares; 2013Q4: 7,800 shares; 2014Q1: 10,078 shares 10,078 $88K 0.03% +2,278 Timeline AON PLC AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 1,047 shares; 2013Q3: 1,047 shares; 2013Q4: 1,047 shares; 2014Q1: 1,047 shares 1,047 $88K 0.03% 0 ACE LTD ACE LTD More: the full row for ACE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 394 shares; 2013Q3: 449 shares; 2013Q4: 368 shares; 2014Q1: 891 shares 891 $88K 0.03% +523 MTG MGIC INVT CORP WIS More: the full row for MGIC INVT CORP WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 3,750 shares; 2013Q3: 7,750 shares; 2013Q4: 9,868 shares; 2014Q1: 10,260 shares 10,260 $87K 0.03% +392 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 838 shares; 2013Q3: 1,372 shares; 2013Q4: 1,397 shares; 2014Q1: 1,207 shares 1,207 $86K 0.03% -190 Timeline PENGROWTH ENERGY CORP PENGROWTH ENERGY CORP More: the full row for PENGROWTH ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 10,700 shares; 2013Q3: 13,357 shares; 2013Q4: 14,557 shares; 2014Q1: 14,157 shares 14,157 $86K 0.03% -400 BXMX NUVEEN S&P 500 BUY-WRITE INCOM More: the full row for NUVEEN S&P 500 BUY-WRITE INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 9,506 shares; 2013Q3: 8,133 shares; 2013Q4: 6,881 shares; 2014Q1: 6,729 shares 6,729 $85K 0.03% -152 Timeline BGS B & G FOODS INC More: the full row for B & G FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 3,002 shares; 2013Q3: 2,922 shares; 2013Q4: 2,822 shares; 2014Q1: 2,822 shares 2,822 $85K 0.03% 0 Timeline CENTURYLINK INC CENTURYLINK INC More: the full row for CENTURYLINK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 2,667 shares; 2013Q3: 2,521 shares; 2013Q4: 2,279 shares; 2014Q1: 2,596 shares 2,596 $85K 0.03% +317 KANSAS CITY SOUTHERN KANSAS CITY SOUTHERN More: the full row for KANSAS CITY SOUTHERN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 299 shares; 2013Q3: 299 shares; 2013Q4: 299 shares; 2014Q1: 833 shares 833 $85K 0.03% +534 PIER 1 IMPORTS INC PIER 1 IMPORTS INC More: the full row for PIER 1 IMPORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 1,900 shares; 2013Q3: 4,118 shares; 2013Q4: 4,143 shares; 2014Q1: 4,514 shares 4,514 $85K 0.03% +371 ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 772 shares; 2013Q3: 772 shares; 2013Q4: 772 shares; 2014Q1: 779 shares 779 $84K 0.03% +7 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 671 shares; 2013Q3: 1,616 shares; 2013Q4: 1,169 shares; 2014Q1: 1,411 shares 1,411 $83K 0.03% +242 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 1,457 shares; 2013Q3: 1,505 shares; 2013Q4: 685 shares; 2014Q1: 899 shares 899 $83K 0.03% +214 Timeline PII POLARIS INC More: the full row for POLARIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 220 shares; 2013Q3: 220 shares; 2013Q4: 220 shares; 2014Q1: 592 shares 592 $83K 0.03% +372 Timeline TOTALENERGIES SE -SPON ADR TOTALENERGIES SE -SPON ADR More: the full row for TOTALENERGIES SE -SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 1,036 shares; 2013Q3: 1,388 shares; 2013Q4: 1,056 shares; 2014Q1: 1,259 shares 1,259 $83K 0.03% +203 AETNA INC NEW AETNA INC NEW More: the full row for AETNA INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 1,214 shares; 2013Q3: 1,124 shares; 2013Q4: 1,099 shares; 2014Q1: 1,110 shares 1,110 $83K 0.03% +11 MARKET VECTORS ETF TR MARKET VECTORS ETF TR More: the full row for MARKET VECTORS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 200 shares; 2013Q3: 599 shares; 2013Q4: 4,061 shares; 2014Q1: 3,662 shares 3,662 $83K 0.03% -399 KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 953 shares; 2013Q3: 1,140 shares; 2013Q4: 2,370 shares; 2014Q1: 1,886 shares 1,886 $82K 0.03% -484 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 3,341 shares; 2013Q3: 3,321 shares; 2013Q4: 2,968 shares; 2014Q1: 2,968 shares 2,968 $82K 0.03% 0 Timeline FERRELLGAS PARTNERS L.P. FERRELLGAS PARTNERS L.P. More: the full row for FERRELLGAS PARTNERS L.P. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 1,000 shares; 2013Q3: 1,000 shares; 2013Q4: 1,000 shares; 2014Q1: 3,552 shares 3,552 $82K 0.03% +2,552 BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 32 shares; 2013Q3: 32 shares; 2013Q4: 14 shares; 2014Q1: 264 shares 264 $81K 0.03% +250 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 1,405 shares; 2013Q3: 3,122 shares; 2013Q4: 1,845 shares; 2014Q1: 1,533 shares 1,533 $81K 0.03% -312 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 1,000 shares; 2013Q3: 1,825 shares; 2013Q4: 1,825 shares; 2014Q1: 1,625 shares 1,625 $81K 0.03% -200 Timeline BB BLACKBERRY LTD More: the full row for BLACKBERRY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: not reported; 2013Q3: 80 shares; 2013Q4: 1,514 shares; 2014Q1: 9,965 shares 9,965 $81K 0.03% +8,451 Timeline SUNOCO LOGISTICS PRTNRS L P SUNOCO LOGISTICS PRTNRS L P More: the full row for SUNOCO LOGISTICS PRTNRS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 1,115 shares; 2013Q3: 910 shares; 2013Q4: 860 shares; 2014Q1: 890 shares 890 $81K 0.03% +30 XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 264 shares; 2013Q3: 309 shares; 2013Q4: 1,382 shares; 2014Q1: 1,690 shares 1,690 $80K 0.03% +308 Timeline IYT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 927 shares; 2013Q3: 832 shares; 2013Q4: 1,075 shares; 2014Q1: 594 shares 594 $80K 0.03% -481 Timeline TRIANGLE PETE CORP TRIANGLE PETE CORP More: the full row for TRIANGLE PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: not reported; 2013Q3: 500 shares; 2013Q4: 6,409 shares; 2014Q1: 9,656 shares 9,656 $80K 0.03% +3,247 REVENUESHARES ETF TR REVENUESHARES ETF TR More: the full row for REVENUESHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 1,398 shares; 2013Q3: 1,718 shares; 2013Q4: 1,755 shares; 2014Q1: 1,755 shares 1,755 $80K 0.03% 0 NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 332 shares; 2013Q3: 332 shares; 2013Q4: 813 shares; 2014Q1: 813 shares 813 $79K 0.03% 0 Timeline NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 650 shares; 2013Q3: 650 shares; 2013Q4: 650 shares; 2014Q1: 8,400 shares 8,400 $79K 0.03% +7,750 Timeline EXPRESS SCRIPTS HLDG CO EXPRESS SCRIPTS HLDG CO More: the full row for EXPRESS SCRIPTS HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 276 shares; 2013Q3: 10,360 shares; 2013Q4: 1,068 shares; 2014Q1: 1,048 shares 1,048 $79K 0.03% -20 NATIONAL GRID PLC NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 1,295 shares; 2013Q3: 1,195 shares; 2013Q4: 1,155 shares; 2014Q1: 1,155 shares 1,155 $79K 0.03% 0 IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 785 shares; 2013Q3: 801 shares; 2013Q4: 801 shares; 2014Q1: 639 shares 639 $77K 0.03% -162 Timeline TEEKAY LNG PARTNERS L P TEEKAY LNG PARTNERS L P More: the full row for TEEKAY LNG PARTNERS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 1,100 shares; 2013Q3: 1,405 shares; 2013Q4: 2,260 shares; 2014Q1: 1,865 shares 1,865 $77K 0.03% -395 AMERICAN CAPITAL LTD AMERICAN CAPITAL LTD More: the full row for AMERICAN CAPITAL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 6,430 shares; 2013Q3: 5,548 shares; 2013Q4: 5,164 shares; 2014Q1: 4,877 shares 4,877 $77K 0.03% -287 EL PASO PIPELINE PARTNERS EL PASO PIPELINE PARTNERS More: the full row for EL PASO PIPELINE PARTNERS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 1,480 shares; 2013Q3: 1,995 shares; 2013Q4: 3,020 shares; 2014Q1: 2,495 shares 2,495 $76K 0.03% -525 PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 685 shares; 2013Q3: 625 shares; 2013Q4: 625 shares; 2014Q1: 865 shares 865 $75K 0.03% +240 Timeline POR PORTLAND GEN ELEC CO More: the full row for PORTLAND GEN ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 1,150 shares; 2013Q3: 1,150 shares; 2013Q4: 1,150 shares; 2014Q1: 2,315 shares 2,315 $75K 0.03% +1,165 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 1,979 shares; 2013Q3: 2,708 shares; 2013Q4: 6,629 shares; 2014Q1: 7,763 shares 7,763 $74K 0.03% +1,134 Timeline EPS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 4,160 shares; 2013Q3: 4,003 shares; 2013Q4: 2,133 shares; 2014Q1: 1,127 shares 1,127 $74K 0.03% -1,006 Timeline ROYAL DUTCH SHELL PLC SPN A… ROYAL DUTCH SHELL PLC SPN ADR More: the full row for ROYAL DUTCH SHELL PLC SPN ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 1,137 shares; 2013Q3: 1,160 shares; 2013Q4: 1,065 shares; 2014Q1: 1,008 shares 1,008 $74K 0.03% -57 MARKET VECTORS RVE HARD ASTS MARKET VECTORS RVE HARD ASTS More: the full row for MARKET VECTORS RVE HARD ASTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 1,340 shares; 2013Q3: 1,325 shares; 2013Q4: 1,941 shares; 2014Q1: 1,941 shares 1,941 $74K 0.03% 0 ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 2,599 shares; 2013Q3: 2,527 shares; 2013Q4: 2,073 shares; 2014Q1: 1,983 shares 1,983 $74K 0.03% -90 DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 900 shares; 2013Q3: 900 shares; 2013Q4: 900 shares; 2014Q1: 900 shares 900 $72K 0.03% 0 Timeline SIRIUS XM HOLDINGS INC SIRIUS XM HOLDINGS INC More: the full row for SIRIUS XM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: not reported; 2013Q3: not reported; 2013Q4: 23,463 shares; 2014Q1: 22,376 shares 22,376 $72K 0.03% -1,087 SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 707 shares; 2013Q3: 707 shares; 2013Q4: 707 shares; 2014Q1: 817 shares 817 $71K 0.03% +110 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: not reported; 2013Q3: not reported; 2013Q4: 300 shares; 2014Q1: 550 shares 550 $71K 0.03% +250 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 381 shares; 2013Q3: 547 shares; 2013Q4: 543 shares; 2014Q1: 834 shares 834 $71K 0.03% +291 Timeline OLP ONE LIBERTY PPTYS INC More: the full row for ONE LIBERTY PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 3,620 shares; 2013Q3: 3,470 shares; 2013Q4: 3,320 shares; 2014Q1: 3,320 shares 3,320 $71K 0.03% 0 Timeline RYDEX ETF TRUST RYDEX ETF TRUST More: the full row for RYDEX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 251 shares; 2013Q3: 826 shares; 2013Q4: 877 shares; 2014Q1: 572 shares 572 $71K 0.03% -305 CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 232 shares; 2013Q3: 232 shares; 2013Q4: 377 shares; 2014Q1: 1,238 shares 1,238 $70K 0.03% +861 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 2,558 shares; 2013Q3: 2,496 shares; 2013Q4: 1,033 shares; 2014Q1: 1,114 shares 1,114 $70K 0.03% +81 Timeline RETAIL PPTYS AMER INC RETAIL PPTYS AMER INC More: the full row for RETAIL PPTYS AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 3,870 shares; 2013Q3: 3,870 shares; 2013Q4: 11,664 shares; 2014Q1: 5,160 shares 5,160 $70K 0.03% -6,504 SPDR S&P SPDR S&P More: the full row for SPDR S&P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: not reported; 2013Q3: not reported; 2013Q4: 59 shares; 2014Q1: 1,754 shares 1,754 $70K 0.03% +1,695 KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 950 shares; 2013Q3: 1,175 shares; 2013Q4: 1,175 shares; 2014Q1: 1,675 shares 1,675 $69K 0.03% +500 Timeline MEDLEY CAP CORP MEDLEY CAP CORP More: the full row for MEDLEY CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 4,000 shares; 2013Q3: 4,145 shares; 2013Q4: 3,745 shares; 2014Q1: 5,050 shares 5,050 $69K 0.03% +1,305 SPDR INDEX SHS FDS SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: not reported; 2013Q3: not reported; 2013Q4: 75 shares; 2014Q1: 2,183 shares 2,183 $69K 0.03% +2,108 TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 1,002 shares; 2013Q3: 740 shares; 2013Q4: 1,410 shares; 2014Q1: 1,442 shares 1,442 $68K 0.03% +32 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 1,210 shares; 2013Q3: 826 shares; 2013Q4: 1,229 shares; 2014Q1: 839 shares 839 $68K 0.03% -390 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 1,036 shares; 2013Q3: 1,211 shares; 2013Q4: 2,439 shares; 2014Q1: 1,981 shares 1,981 $68K 0.03% -458 Timeline EPP ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 1,848 shares; 2013Q3: 2,360 shares; 2013Q4: 1,538 shares; 2014Q1: 1,408 shares 1,408 $68K 0.03% -130 Timeline PIMCO DYNAMIC CR INCOME FD PIMCO DYNAMIC CR INCOME FD More: the full row for PIMCO DYNAMIC CR INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: not reported; 2013Q3: not reported; 2013Q4: 3,000 shares; 2014Q1: 3,000 shares 3,000 $68K 0.03% 0 ADVISORSHARES TR ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: not reported; 2013Q3: not reported; 2013Q4: not reported; 2014Q1: 1,288 shares 1,288 $68K 0.03% new SPDR INDEX SHS FDS SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: not reported; 2013Q3: not reported; 2013Q4: 60 shares; 2014Q1: 1,740 shares 1,740 $68K 0.03% +1,680 KYN KAYNE ANDERSON ENERGY INFRST More: the full row for KAYNE ANDERSON ENERGY INFRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 778 shares; 2013Q3: 778 shares; 2013Q4: 2,273 shares; 2014Q1: 1,825 shares 1,825 $67K 0.03% -448 Timeline ABERDEEN ASIA-PACIFIC INCOM… ABERDEEN ASIA-PACIFIC INCOME F More: the full row for ABERDEEN ASIA-PACIFIC INCOME F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 14,224 shares; 2013Q3: 12,601 shares; 2013Q4: 16,859 shares; 2014Q1: 10,824 shares 10,824 $66K 0.03% -6,035 NUVEEN PREMIER MUN INCOME FD NUVEEN PREMIER MUN INCOME FD More: the full row for NUVEEN PREMIER MUN INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 5,000 shares; 2013Q3: 5,000 shares; 2013Q4: 5,000 shares; 2014Q1: 5,000 shares 5,000 $66K 0.03% 0 NUVEEN SELECT QUALITY MUN FD NUVEEN SELECT QUALITY MUN FD More: the full row for NUVEEN SELECT QUALITY MUN FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 5,000 shares; 2013Q3: 5,000 shares; 2013Q4: 5,000 shares; 2014Q1: 5,000 shares 5,000 $66K 0.03% 0 VNQI VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 393 shares; 2013Q3: 393 shares; 2013Q4: 468 shares; 2014Q1: 1,198 shares 1,198 $65K 0.02% +730 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 947 shares; 2013Q3: 947 shares; 2013Q4: 909 shares; 2014Q1: 913 shares 913 $65K 0.02% +4 Timeline VFC V F CORP More: the full row for V F CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 39 shares; 2013Q3: 92 shares; 2013Q4: 412 shares; 2014Q1: 1,048 shares 1,048 $65K 0.02% +636 Timeline DWS MUN INCOME TR COM DWS MUN INCOME TR COM More: the full row for DWS MUN INCOME TR COM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 5,000 shares; 2013Q3: 5,000 shares; 2013Q4: 5,000 shares; 2014Q1: 5,000 shares 5,000 $65K 0.02% 0 GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 1,270 shares; 2013Q3: 1,940 shares; 2013Q4: 1,402 shares; 2014Q1: 3,086 shares 3,086 $64K 0.02% +1,684 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 138 shares; 2013Q3: 294 shares; 2013Q4: 646 shares; 2014Q1: 574 shares 574 $64K 0.02% -72 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 1,600 shares; 2013Q3: 1,652 shares; 2013Q4: 1,504 shares; 2014Q1: 1,849 shares 1,849 $64K 0.02% +345 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 187 shares; 2013Q3: 200 shares; 2013Q4: 343 shares; 2014Q1: 1,035 shares 1,035 $63K 0.02% +692 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 920 shares; 2013Q3: 647 shares; 2013Q4: 966 shares; 2014Q1: 1,097 shares 1,097 $63K 0.02% +131 Timeline RWR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 1,135 shares; 2013Q3: 701 shares; 2013Q4: 647 shares; 2014Q1: 802 shares 802 $63K 0.02% +155 Timeline RVT ROYCE SMALL CAP TRUST INC More: the full row for ROYCE SMALL CAP TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 3,574 shares; 2013Q3: 3,618 shares; 2013Q4: 3,922 shares; 2014Q1: 3,999 shares 3,999 $63K 0.02% +77 Timeline BANK OF THE OZARKS BANK OF THE OZARKS More: the full row for BANK OF THE OZARKS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: not reported; 2013Q3: 933 shares; 2013Q4: 933 shares; 2014Q1: 933 shares 933 $63K 0.02% 0 TECO ENERGY INC TECO ENERGY INC More: the full row for TECO ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 3,700 shares; 2013Q3: 3,791 shares; 2013Q4: 3,700 shares; 2014Q1: 3,700 shares 3,700 $63K 0.02% 0 BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: not reported; 2013Q3: 3,075 shares; 2013Q4: 7,127 shares; 2014Q1: 5,164 shares 5,164 $62K 0.02% -1,963 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 922 shares; 2013Q3: 5,303 shares; 2013Q4: 922 shares; 2014Q1: 823 shares 823 $62K 0.02% -99 Timeline XBOEX BLACKROCK ENHANCED GLOBAL More: the full row for BLACKROCK ENHANCED GLOBAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 11,389 shares; 2013Q3: 9,715 shares; 2013Q4: 6,195 shares; 2014Q1: 4,242 shares 4,242 $62K 0.02% -1,953 Timeline MONSANTO CO NEW MONSANTO CO NEW More: the full row for MONSANTO CO NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 485 shares; 2013Q3: 558 shares; 2013Q4: 533 shares; 2014Q1: 545 shares 545 $62K 0.02% +12 POTASH CORP OF SASKATCHEWAN POTASH CORP OF SASKATCHEWAN More: the full row for POTASH CORP OF SASKATCHEWAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2012Q2: restricted; 2012Q3: restricted; 2012Q4: restricted; 2013Q1: not loaded; 2013Q2: 1,180 shares; 2013Q3: 990 shares; 2013Q4: 975 shares; 2014Q1: 1,706 shares 1,706 $62K 0.02% +731