KINDER MORGAN ENERGY PARTNER UT LTD PARTNER - 494550106

Detailed investor-level table based on 13F positions.
Early Q2 2021 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.

Shareholders (13F)

Quarter: Q2 2014 · Compare: Q1 2014
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
MILLER HOWARD INVESTMENTS INC /NY History Added to 2,303,811 189,396 3.0% 2.97% 1 +111,507 5.09% Q2 2014 Jul 31, 2014
CREDIT SUISSE AG/ History Added to 1,176,582 96,727 0.08% 0.07% 2 +161,449 15.9% Q2 2014 Aug 11, 2014
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 799,620 65,735 0.08% 0.08% 3 -6,566 -0.81% Q2 2014 Aug 08, 2014
DIVIDEND ASSET CAPITAL, LLC History Reduced 713,589 58,664 1.57% 1.56% 4 -799 -0.11% Q2 2014 Jul 28, 2014
BB&T SECURITIES, LLC History Added to 67,612 55,583 0.13% 0.11% 5 +11,015 19.46% Q2 2014 Jul 11, 2014
DUFF & PHELPS INVESTMENT MANAGEMENT CO History No change 525,803 43,226 0.65% 0.65% 6 0 0.0% Q2 2014 Jul 11, 2014
CITY NATIONAL BANK History Added to 513,170 42,188 0.39% 0.48% 7 +53,944 11.75% Q2 2014 Jul 28, 2014
Oxbow Advisors, LLC History Reduced 469,077 38,563 5.12% 5.15% 8 -362 -0.08% Q2 2014 Jul 18, 2014
TIEDEMANN TRUST CO History Added to 425,519 34,981 3.38% 2.74% 9 +83,520 24.42% Q2 2014 Jul 31, 2014
UNIVERSITY OF TEXAS INVESTMENT MANAGMENT CO History Added to 342,580 28,164 5.19% 5.31% 10 +171,290 100.0% Q2 2014 Aug 01, 2014
LPL Financial LLC History Reduced 327,423 26,917 0.16% 0.15% 11 -13,583 -3.98% Q2 2014 Aug 05, 2014
Commonwealth Equity Services, Inc History Added to 319,287 26,249 0.32% 0.32% 12 +3,930 1.25% Q2 2014 Jul 23, 2014
Third Security, LLC History No change 318,098 26,151 1.25% 1.04% 13 0 0.0% Q2 2014 Jul 31, 2014
Neuberger Berman Group LLC History Reduced 272,277 22,384 0.02% 0.02% 14 -23,692 -8.0% Q2 2014 Aug 05, 2014
C.V. Starr & Co., Inc. Trust History No change 210,000 17,264 5.78% 5.99% 15 0 0.0% Q2 2014 Aug 07, 2014
AGF INVESTMENTS INC. History No change 201,702 16,589 0.16% 0.15% 16 0 0.0% Q2 2014 Jul 30, 2014
BLAIR WILLIAM & CO/IL History Added to 192,621 15,835 0.03% 0.02% 17 +14,580 8.19% Q2 2014 Aug 01, 2014
STATE TREASURER STATE OF MICHIGAN History No change 187,200 15,390 0.11% 0.1% 18 0 0.0% Q2 2014 Aug 06, 2014
CCM INVESTMENT ADVISERS LLC History Added to 155,905 12,816 1.17% 1.1% 19 +5,318 3.53% Q2 2014 Aug 06, 2014
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC History Added to 141,017 11,593 1.24% 1.17% 20 +672 0.48% Q2 2014 Jul 28, 2014
BRADLEY FOSTER & SARGENT INC/CT History Added to 134,291 11,040 0.54% 0.51% 21 +2,228 1.69% Q2 2014 Aug 04, 2014
OPPENHEIMER FUNDS INC History Added to 134,245 11,036 0.01% 0.01% 22 +54,300 67.92% Q2 2014 Aug 08, 2014
CULLEN/FROST BANKERS, INC. History Added to 124,053 10,199 0.41% 0.38% 23 +3,817 3.17% Q2 2014 Aug 05, 2014
GREEN SQUARE CAPITAL LLC History Reduced 118,669 9,756 2.3% 2.19% 24 -594 -0.5% Q2 2014 Aug 05, 2014
Endurance Wealth Management, Inc. History Reduced 116,110 9,545 1.59% 1.76% 25 -6,415 -5.24% Q2 2014 Aug 01, 2014
CINCINNATI INSURANCE CO History No change 114,695 9,429 0.34% 0.31% 26 0 0.0% Q2 2014 Aug 08, 2014
AMERICAN INTERNATIONAL GROUP INC History Added to 111,835 9,193 0.04% 0.04% 27 +10,675 10.55% Q2 2014 Aug 08, 2014
WMS Partners, LLC History No change 110,658 9,098 1.4% 1.31% 28 0 0.0% Q2 2014 Aug 11, 2014
TEACHER RETIREMENT SYSTEM OF TEXAS History No change 106,162 8,728 0.07% 0.07% 29 0 0.0% Q2 2014 Aug 05, 2014
SOUTH GEORGIA CAPITAL, LLC History Reduced 103,600 8,517 10.04% 6.57% 30 -400 -0.38% Q2 2014 Aug 05, 2014
BABSON CAPITAL MANAGEMENT LLC History Reduced 98,155 8,069 0.24% 0.26% 31 -14,700 -13.03% Q2 2014 Aug 08, 2014
AGRAN LIBBIE History Added to 97,561 8,020 2.05% 1.94% 32 +336 0.35% Q2 2014 Aug 01, 2014
BROWN ADVISORY INC History Reduced 95,572 7,857 0.02% 0.02% 33 -81 -0.08% Q2 2014 Aug 08, 2014
AR ASSET MANAGEMENT INC History No change 93,830 7,714 3.1% 2.91% 34 0 0.0% Q2 2014 Aug 06, 2014
BLACKHILL CAPITAL INC History No change 89,914 7,392 1.0% 0.96% 35 0 0.0% Q2 2014 Aug 05, 2014
BALDWIN BROTHERS INC/MA History Reduced 89,754 7,379 1.1% 1.09% 36 -2,158 -2.35% Q2 2014 Aug 08, 2014
CYPRESS ASSET MANAGEMENT INC/TX History Reduced 88,947 7,312 1.26% 1.26% 37 -5,063 -5.39% Q2 2014 Aug 11, 2014
TOCQUEVILLE ASSET MANAGEMENT L.P. History Reduced 81,444 6,696 0.07% 0.09% 38 -6,950 -7.86% Q2 2014 Jul 30, 2014
Samson Capital Management, LLC History Reduced 78,971 6,492 3.01% 3.96% 39 -16,406 -17.2% Q2 2014 Aug 01, 2014
FIRST TRUST ADVISORS LP History Reduced 75,881 6,238 0.03% 0.07% 40 -132,302 -63.55% Q2 2014 Aug 11, 2014
CT Mason History Added to 73,055 6,006 1.65% 1.37% 41 +55,450 314.97% Q2 2014 Jul 30, 2014
SELZ CAPITAL LLC History Reduced 72,551 5,964 1.58% 2.54% 42 -64,338 -47.0% Q2 2014 Jul 10, 2014
Cambridge Investment Research Advisors, Inc. History Added to 72,132 5,930 0.21% 0.19% 43 +3,721 5.44% Q2 2014 Jul 25, 2014
ROTHSCHILD INVESTMENT CORP /IL History Added to 71,781 5,901 0.75% 0.65% 44 +7,027 10.85% Q2 2014 Jul 24, 2014
STARR INTERNATIONAL CO INC History No change 70,000 5,755 0.52% 0.51% 45 0 0.0% Q2 2014 Aug 07, 2014
Global X Management CO LLC History Added to 69,397 5,705 0.33% 0.27% 46 +15,852 29.61% Q2 2014 Jul 31, 2014
Private Advisor Group, LLC History Added to 69,179 5,687 0.49% 0.48% 47 +8,210 13.47% Q2 2014 Aug 08, 2014
SEAWARD MANAGEMENT LIMITED PARTNERSHIP History Reduced 69,070 5,678 0.29% 0.26% 48 -160 -0.23% Q2 2014 Jul 22, 2014
ROCKEFELLER FINANCIAL SERVICES INC History No change 68,067 5,595 0.13% 0.11% 49 0 0.0% Q2 2014 Jul 25, 2014
GSA CAPITAL PARTNERS LLP History Reduced 64,073 5,267 0.24% 0.51% 50 -33,250 -34.16% Q2 2014 Aug 08, 2014
FIDUCIARY ASSET MANAGEMENT LLC History Added to 63,946 5,257 1.02% 1.01% 51 +130 0.2% Q2 2014 Jul 15, 2014
Bridgecreek Investment Management, LLC History Reduced 62,670 5,152 1.36% 1.36% 52 -695 -1.1% Q2 2014 Aug 01, 2014
National Planning Corp History Added to 59,562 4,897 0.38% 0.37% 53 +3,080 5.45% Q2 2014 Jul 16, 2014
Capital Investment Advisors, LLC History Added to 57,627 4,738 0.54% 0.46% 54 +8,050 16.24% Q2 2014 Jul 30, 2014
COMMERCE BANK History Reduced 55,408 4,555 0.07% 0.07% 55 -583 -1.04% Q2 2014 Aug 05, 2014
DAVIDSON D A & CO History Added to 55,395 4,554 0.15% 0.11% 56 +15,286 38.11% Q2 2014 Jul 29, 2014
BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL History Added to 54,920 4,515 1.65% 1.52% 57 +680 1.25% Q2 2014 Jul 24, 2014
ALBERT D MASON INC History Reduced 50,640 4,163 1.46% 1.52% 58 -54,809 -51.98% Q2 2014 Jul 30, 2014
Edgemoor Investment Advisors, Inc. History Reduced 49,994 4,110 0.61% 0.59% 59 -475 -0.94% Q2 2014 Aug 11, 2014
CAPITAL ADVISORS INC/OK History Added to 49,932 4,104 0.79% 0.79% 60 +1,011 2.07% Q2 2014 Aug 06, 2014
Moors & Cabot, Inc. History Added to 49,621 4,072 0.69% 0.78% 61 +8,149 19.65% Q2 2014 Aug 11, 2014
CHATHAM CAPITAL GROUP, INC. History Reduced 49,413 4,062 1.59% 1.52% 62 -200 -0.4% Q2 2014 Aug 08, 2014
CATAWBA CAPITAL MANAGEMENT /VA History Added to 48,164 3,960 0.89% 0.82% 63 +1,800 3.88% Q2 2014 Jul 15, 2014
SYNOVUS FINANCIAL CORP History Added to 45,783 3,769 0.11% 0.1% 64 +773 1.72% Q2 2014 Aug 01, 2014
Bedell Investment Counselling History Added to 45,266 3,721 1.88% 1.76% 65 +2,700 6.34% Q2 2014 Jul 24, 2014
PALLADIUM PARTNERS LLC History Reduced 44,942 3,695 0.33% 0.3% 66 -120 -0.27% Q2 2014 Aug 01, 2014
NORTHERN OAK CAPITAL MANAGEMENT INC History Added to 44,809 3,684 1.0% 0.92% 67 +2,515 5.95% Q2 2014 Aug 06, 2014
WALNUT PRIVATE EQUITY PARTNERS, LLC History Added to 45,815 3,584 2.14% 2.04% 68 +3,000 7.01% Q2 2014 Jul 23, 2014
KCM INVESTMENT ADVISORS LLC History Added to 43,402 3,568 0.33% 0.33% 69 +365 0.85% Q2 2014 Aug 01, 2014
Winslow, Evans & Crocker, Inc. History Reduced 43,027 3,537 1.17% 1.1% 70 -325 -0.75% Q2 2014 Jul 16, 2014
Baltimore-Washington Financial Advisors, Inc. History Reduced 42,775 3,517 1.09% 1.19% 71 -4,415 -9.36% Q2 2014 Jul 18, 2014
PRIVATE TRUST CO NA History Added to 42,265 3,475 1.13% 1.12% 72 +2,270 5.68% Q2 2014 Jul 22, 2014
OSBORNE PARTNERS CAPITAL MANAGEMENT History Reduced 41,989 3,452 0.44% 0.41% 73 -23 -0.05% Q2 2014 Jul 16, 2014
ADELL HARRIMAN & CARPENTER INC History Reduced 41,692 3,427 0.94% 0.92% 74 -410 -0.97% Q2 2014 Aug 11, 2014
HL FINANCIAL SERVICES LLC History Added to 41,492 3,411 0.1% 0.09% 75 +544 1.33% Q2 2014 Aug 01, 2014
Adams Asset Advisors, LLC History No change 41,395 3,403 0.59% 0.53% 76 0 0.0% Q2 2014 Jul 10, 2014
HYMAN CHARLES D History Added to 40,956 3,367 0.57% 0.54% 77 +918 2.29% Q2 2014 Jul 29, 2014
RAY GERALD L & ASSOCIATES LTD History Added to 40,790 3,353 0.57% 0.54% 78 +418 1.04% Q2 2014 Aug 04, 2014
SPIRIT OF AMERICA MANAGEMENT CORP/NY History Added to 40,312 3,314 1.32% 1.18% 79 +1,510 3.89% Q2 2014 Jul 10, 2014
Triangle Securities Wealth Management History Added to 40,190 3,304 2.53% 3.04% 80 +2,502 6.64% Q2 2014 Jul 16, 2014
REGIONS FINANCIAL CORP History Reduced 40,177 3,303 0.04% 0.04% 81 -194 -0.48% Q2 2014 Jul 23, 2014
WHITTIER TRUST CO History Added to 38,952 3,202 0.16% 0.13% 82 +4,255 12.26% Q2 2014 Aug 04, 2014
GENEVA INVESTMENT MANAGEMENT OF CHICAGO LLC History Added to 38,892 3,197 0.06% 0.05% 83 +3,777 10.76% Q2 2014 Aug 07, 2014
LEAVELL INVESTMENT MANAGEMENT, INC. History Reduced 38,573 3,171 0.5% 0.65% 84 -14,055 -26.71% Q2 2014 Jul 17, 2014
MetLife Securities, Inc History Added to 38,034 3,127 0.42% 0.3% 85 +10,097 36.14% Q2 2014 Aug 04, 2014
WEDBUSH MORGAN SECURITIES INC History Added to 36,761 3,022 0.48% 0.47% 86 +390 1.07% Q2 2014 Aug 04, 2014
ProVise Management Group, LLC History Reduced 36,475 2,999 0.65% 0.67% 87 -1,126 -2.99% Q2 2014 Aug 01, 2014
HUNTINGTON NATIONAL BANK History Reduced 36,401 2,992 0.06% 0.05% 88 -550 -1.49% Q2 2014 Jul 25, 2014
Texan Capital Management History Reduced 36,313 2,985 1.29% 1.26% 89 -800 -2.16% Q2 2014 Jul 30, 2014
Pennsylvania Trust Co History Reduced 36,084 2,966 0.2% 0.2% 90 -635 -1.73% Q2 2014 Jul 08, 2014
CONNING INC. History Added to 35,281 2,900 0.15% 0.15% 91 +560 1.61% Q2 2014 Jul 25, 2014
SII INVESTMENTS INC/WI History Reduced 35,351 2,896 0.42% 0.61% 92 -5,995 -14.5% Q2 2014 Jul 28, 2014
WESBANCO BANK INC History Added to 35,037 2,880 0.16% 0.15% 93 +100 0.29% Q2 2014 Jul 14, 2014
KARPAS STRATEGIES LLC History No change 34,471 2,834 1.42% 1.35% 94 0 0.0% Q2 2014 Jul 30, 2014
Essex Financial Services, Inc. History Added to 34,125 2,805 0.84% 0.82% 95 +22 0.06% Q2 2014 Jul 29, 2014
Fulton Breakefield Broenniman LLC History Added to 33,884 2,785 0.67% 0.62% 96 +1,435 4.42% Q2 2014 Jul 24, 2014
BRIDGES INVESTMENT COUNSEL INC/ History Added to 33,867 2,784 0.64% 0.58% 97 +178 0.53% Q2 2014 Jul 14, 2014
Douglass Winthrop Advisors, LLC History Reduced 33,550 2,758 0.25% 0.25% 98 -110 -0.33% Q2 2014 Jul 17, 2014
FMA ADVISORY INC History Reduced 33,442 2,749 1.01% 0.98% 99 -475 -1.4% Q2 2014 Jul 25, 2014
HIGHLAND CAPITAL MANAGEMENT, LLC History No change 33,328 2,740 0.51% 0.48% 100 0 0.0% Q2 2014 Jul 22, 2014
COMMONWEALTH BANK OF AUSTRALIA History Added to 33,238 2,733 0.02% 0.01% 101 +7,015 26.75% Q2 2014 Aug 11, 2014
GIRARD PARTNERS LTD. History Reduced 32,821 2,698 1.86% 1.76% 102 -777 -2.31% Q2 2014 Aug 08, 2014
Jacobus Wealth Management, Inc. History Reduced 32,624 2,682 0.69% 0.64% 103 -2,936 -8.26% Q2 2014 Aug 06, 2014
OTA LLC History New 32,296 2,655 3.52% 104 +32,296 New Q2 2014 Aug 08, 2014
RIVERHEAD CAPITAL MANAGEMENT LLC History New 32,000 2,631 0.05% 105 +32,000 New Q2 2014 Aug 06, 2014
INVESTMENT CENTERS OF AMERICA INC History Reduced 30,877 2,527 0.58% 0.85% 106 -20,182 -39.53% Q2 2014 Aug 05, 2014
Airain ltd History Added to 30,314 2,492 0.2% 0.36% 107 +2,237 7.97% Q2 2014 Aug 05, 2014
LODESTAR INVESTMENT COUNSEL LLC/IL History Reduced 30,000 2,466 0.74% 0.94% 108 -10,650 -26.2% Q2 2014 Jul 02, 2014
McAdams Wright Ragen, Inc. History Added to 29,087 2,391 0.13% 0.13% 109 +810 2.86% Q2 2014 Aug 08, 2014
TIAA CREF TRUST CO FSB/MO History Added to 28,816 2,369 0.03% 0.03% 110 +2,114 7.92% Q2 2014 Aug 11, 2014
Sanctuary Wealth Advisors, LLC History Added to 27,890 2,347 0.88% 0.73% 111 +3,550 14.59% Q2 2014 Jul 29, 2014
Nepsis Capital Management, Inc. History Added to 27,510 2,277 1.25% 1.22% 112 +690 2.57% Q2 2014 Jul 28, 2014
FRONT BARNETT ASSOCIATES LLC History No change 27,258 2,241 0.42% 0.39% 113 0 0.0% Q2 2014 Aug 08, 2014
Paradigm Financial Advisors, LLC History Added to 26,964 2,216 1.89% 1.55% 114 +4,136 18.12% Q2 2014 Jul 28, 2014
MAI Wealth Advisors History Reduced 26,740 2,198 0.21% 0.22% 115 -2,188 -7.56% Q2 2014 Jul 28, 2014
ACADIAN ASSET MANAGEMENT LLC History No change 26,650 2,190 0.01% 0.01% 116 0 0.0% Q2 2014 Jul 21, 2014
ADVANTUS CAPITAL MANAGEMENT INC History New 25,900 2,129 0.07% 117 +25,900 New Q2 2014 Aug 01, 2014
SCHMEIDLER A R & CO INC History Reduced 25,835 2,124 0.33% 0.37% 118 -2,525 -8.9% Q2 2014 Jul 30, 2014
NEVILLE RODIE & SHAW INC History Added to 25,699 2,113 0.21% 0.13% 119 +9,399 57.66% Q2 2014 Jul 10, 2014
Clarkston Capital Partners LLC History No change 25,200 2,071 0.37% 0.37% 120 0 0.0% Q2 2014 Jul 16, 2014
C V STARR & CO INC History No change 25,000 2,055 11.51% 11.53% 121 0 0.0% Q2 2014 Aug 07, 2014
Cordasco Financial Network History Reduced 24,652 2,027 1.55% 1.51% 122 -753 -2.96% Q2 2014 Aug 11, 2014
W.G. Shaheen & Associates DBA Whitney & Co History Added to 24,425 2,008 0.93% 0.9% 123 +325 1.35% Q2 2014 Aug 04, 2014
Homrich & Berg History Reduced 23,508 1,933 0.22% 0.24% 124 -1,041 -4.24% Q2 2014 Aug 11, 2014
Sandy Spring Bank History No change 23,268 1,913 0.24% 0.26% 125 0 0.0% Q2 2014 Aug 06, 2014
ARGYLL RESEARCH, LLC History Reduced 23,000 1,892 1.0% 1.42% 126 -19,200 -45.5% Q2 2014 Aug 06, 2014
BB&T CORP History Reduced 22,973 1,889 0.06% 0.06% 127 -833 -3.5% Q2 2014 Jul 21, 2014
Aull & Monroe Investment Management Corp History No change 22,589 1,857 0.99% 0.95% 128 0 0.0% Q2 2014 Aug 07, 2014
Linscomb & Williams, Inc. History Reduced 22,367 1,839 0.19% 0.25% 129 -7,973 -26.28% Q2 2014 Aug 05, 2014
BURNS J W & CO INC/NY History Added to 21,709 1,785 0.59% 0.55% 130 +691 3.29% Q2 2014 Jul 02, 2014
Barnett & Company, Inc. History Added to 21,078 1,733 0.73% 0.57% 131 +3,975 23.24% Q2 2014 Jul 16, 2014
R.H. Dinel Investment Counsel, Inc. History Reduced 20,896 1,718 1.57% 1.56% 132 -3,000 -12.55% Q2 2014 Jul 25, 2014
PARSONS CAPITAL MANAGEMENT INC/RI History Reduced 20,584 1,692 0.23% 0.22% 133 -240 -1.15% Q2 2014 Jul 25, 2014
BOSTON FAMILY OFFICE LLC History Reduced 20,517 1,687 0.21% 0.21% 134 -600 -2.84% Q2 2014 Aug 01, 2014
BLB&B Advisors, LLC History Added to 20,456 1,682 0.36% 0.32% 135 +725 3.67% Q2 2014 Jul 17, 2014
Mechanics Bank Trust Department History Reduced 20,199 1,661 0.48% 0.42% 136 -4,657 -18.74% Q2 2014 Jul 24, 2014
Narwhal Capital Management History Reduced 20,080 1,651 0.63% 0.76% 137 -4,760 -19.16% Q2 2014 Jul 29, 2014
BOYS ARNOLD & CO INC History Reduced 19,925 1,638 0.28% 0.28% 138 -1,211 -5.73% Q2 2014 Jul 08, 2014
MUFG Americas Holdings Corp History Added to 19,686 1,618 0.05% 0.04% 139 +2,117 12.05% Q2 2014 Aug 05, 2014
TIEDEMANN WEALTH MANAGEMENT, LLC History Added to 19,637 1,613 3.78% 4.24% 140 +1,595 8.84% Q2 2014 Jul 31, 2014
HIGH POINT BANK & TRUST CO History Added to 19,494 1,602 0.52% 0.46% 141 +500 2.63% Q2 2014 Aug 04, 2014
Ronna Sue Cohen History Added to 18,893 1,591 1.32% 1.24% 142 +171 0.91% Q2 2014 Jul 24, 2014
Fernwood Investment Management, LLC History Reduced 19,200 1,578 1.3% 1.35% 143 -500 -2.54% Q2 2014 Jul 31, 2014
Maple Capital Management, Inc. History No change 18,405 1,513 0.55% 0.53% 144 0 0.0% Q2 2014 Jul 23, 2014
WAGNER BOWMAN MANAGEMENT CORP History Added to 18,332 1,507 0.57% 0.54% 145 +28 0.15% Q2 2014 Jul 21, 2014
Chevy Chase Trust Holdings, Inc. History Added to 17,750 1,459 0.01% 0.01% 146 +200 1.14% Q2 2014 Jul 16, 2014
Wood Investment Counsel LLC History No change 17,626 1,449 0.22% 0.21% 147 0 0.0% Q2 2014 Jul 25, 2014
Camelot Portfolios, LLC History Added to 17,525 1,441 0.93% 0.85% 148 +405 2.37% Q2 2014 Aug 07, 2014
CENTRAL TRUST & INVESTMENT CO History Added to 17,244 1,417 0.11% 0.09% 149 +3,191 22.71% Q2 2014 Jul 09, 2014
RAYMOND JAMES TRUST N.A. History Added to 16,402 1,348 0.15% 0.15% 150 +155 0.95% Q2 2014 Aug 04, 2014
SignalPoint Asset Management, LLC History Reduced 16,379 1,347 0.6% 0.57% 151 -137 -0.83% Q2 2014 Jul 17, 2014
DUNCKER STREETT & CO INC History Reduced 16,211 1,333 0.43% 0.43% 152 -280 -1.7% Q2 2014 Jul 23, 2014
BlackRock Inc. History Added to 15,927 1,309 0.0% 0.0% 153 +1,694 11.9% Q2 2014 Aug 06, 2014
Sterling Investment Management, Inc. History Reduced 15,685 1,289 0.91% 0.86% 154 -210 -1.32% Q2 2014 Jul 30, 2014
GAMBLE JONES INVESTMENT COUNSEL History Added to 15,450 1,270 0.14% 0.12% 155 +1,364 9.68% Q2 2014 Aug 07, 2014
Acropolis Investment Management, LLC History No change 15,247 1,253 0.25% 0.23% 156 0 0.0% Q2 2014 Jul 15, 2014
VSR Financial Services, Inc. History Reduced 15,228 1,252 0.16% 0.19% 157 -2,969 -16.32% Q2 2014 Aug 05, 2014
Country Club Trust Company, n.a. History Reduced 14,983 1,232 0.16% 0.2% 158 -4,447 -22.89% Q2 2014 Jul 15, 2014
Brown Advisory Securities, LLC History Added to 14,893 1,224 0.44% 0.43% 159 +50 0.34% Q2 2014 Aug 08, 2014
NTV ASSET MANAGEMENT LLC History No change 14,885 1,223 0.37% 0.35% 160 0 0.0% Q2 2014 Jul 31, 2014
Dynamic Advisors Solutions LLC History New 14,473 1,190 0.71% 161 +14,473 New Q2 2014 Aug 11, 2014
SOLARIS ASSET MANAGEMENT LLC History Added to 14,399 1,184 0.77% 0.72% 162 +200 1.41% Q2 2014 Jul 18, 2014
BBVA COMPASS BANCSHARES, INC History Added to 14,342 1,179 0.05% 0.05% 163 +274 1.95% Q2 2014 Aug 06, 2014
WESTPORT RESOURCES MANAGEMENT INC History Reduced 14,275 1,174 0.32% 0.3% 164 -155 -1.07% Q2 2014 Jul 31, 2014
FINANCIAL COUNSELORS INC History Added to 14,161 1,164 0.08% 0.07% 165 +164 1.17% Q2 2014 Aug 11, 2014
OLD SECOND NATIONAL BANK OF AURORA History Reduced 13,805 1,135 0.56% 0.52% 166 -100 -0.72% Q2 2014 Aug 06, 2014
BRIDGES INVESTMENT MANAGEMENT INC History Added to 13,485 1,109 0.21% 0.18% 167 +1,700 14.43% Q2 2014 Jul 14, 2014
Parsec Financial Management, Inc. History Added to 13,249 1,089 0.12% 0.11% 168 +173 1.32% Q2 2014 Jul 28, 2014
Concert Wealth Management Inc. History Reduced 13,537 1,087 0.13% 0.12% 169 -27 -0.2% Q2 2014 Jul 31, 2014
Montecito Bank & Trust History Added to 12,426 1,022 0.62% 0.49% 171 +1,800 16.94% Q2 2014 Jul 14, 2014
Baldwin Investment Management, LLC History Added to 12,429 1,022 0.44% 0.37% 170 +1,099 9.7% Q2 2014 Aug 08, 2014
MONROE BANK & TRUST/MI History Reduced 12,300 1,011 0.33% 0.4% 172 -4,000 -24.54% Q2 2014 Jul 31, 2014
SEIZERT CAPITAL PARTNERS, LLC History Reduced 12,180 1,001 0.02% 0.02% 173 -100 -0.81% Q2 2014 Jul 31, 2014
EVERETT HARRIS & CO /CA/ History No change 12,131 997 0.04% 0.03% 174 0 0.0% Q2 2014 Aug 05, 2014
New England Research & Management, Inc. History Added to 12,075 993 0.89% 0.61% 175 +3,050 33.8% Q2 2014 Jul 01, 2014
Barrett Asset Management, LLC History Added to 12,025 989 0.08% 0.08% 177 +100 0.84% Q2 2014 Aug 04, 2014
EXCALIBUR MANAGEMENT CORP History Reduced 12,035 989 1.03% 0.98% 176 -70 -0.58% Q2 2014 Jul 23, 2014
WELCH & FORBES LLC History Added to 11,809 971 0.03% 0.03% 178 +304 2.64% Q2 2014 Jul 31, 2014
INVESTMENT MANAGEMENT OF VIRGINIA LLC History No change 11,700 962 0.16% 0.14% 179 0 0.0% Q2 2014 Aug 08, 2014
Sequent Asset Management, LLC History Added to 11,621 955 0.69% 0.67% 180 +150 1.31% Q2 2014 Jul 30, 2014
FIRST NATIONAL TRUST CO History Reduced 11,578 952 0.18% 0.16% 181 -702 -5.72% Q2 2014 Aug 08, 2014
Legacy Private Trust Co. History New 11,225 922 0.14% 182 +11,225 New Q2 2014 Jul 18, 2014
NICHOLS & PRATT ADVISERS LLP /MA History Reduced 10,875 894 0.08% 0.08% 183 -400 -3.55% Q2 2014 Aug 05, 2014
American Research & Management Co. History Reduced 10,690 879 0.31% 0.28% 184 -130 -1.2% Q2 2014 Jul 15, 2014
CLIFFORD SWAN INVESTMENT COUNSEL LLC History Added to 10,500 863 0.06% 0.05% 185 +300 2.94% Q2 2014 Aug 07, 2014
1ST SOURCE BANK History Added to 10,218 840 0.11% 0.1% 186 +115 1.14% Q2 2014 Jul 25, 2014
GLENVIEW STATE BANK TRUST DEPT. History No change 10,130 833 0.5% 0.46% 187 0 0.0% Q2 2014 Jul 30, 2014
NORTHSTAR INVESTMENT ADVISORS LLC History Reduced 10,050 826 0.21% 0.22% 188 -1,000 -9.05% Q2 2014 Jul 30, 2014
Lehman Financial Resources, Inc. History Reduced 9,896 814 0.39% 0.4% 190 -478 -4.61% Q2 2014 Aug 08, 2014
Mathes Company, Inc. History Reduced 9,900 814 0.4% 0.4% 189 -75 -0.75% Q2 2014 Aug 05, 2014
DOHENY ASSET MANAGEMENT /CA History Reduced 9,875 812 0.38% 0.38% 191 -50 -0.5% Q2 2014 Aug 07, 2014
BUSH ODONNELL INVESTMENT ADVISORS INC History Reduced 9,683 796 0.45% 0.43% 192 -1,533 -13.67% Q2 2014 Aug 07, 2014
WEYBOSSET RESEARCH & MANAGEMENT LLC History Added to 9,645 793 0.51% 0.42% 193 +1,170 13.81% Q2 2014 Aug 05, 2014
DOCK STREET ASSET MANAGEMENT INC History No change 9,634 792 0.42% 0.38% 194 0 0.0% Q2 2014 Jul 29, 2014
PRING TURNER CAPITAL GROUP INC History No change 9,333 767 0.66% 0.65% 195 0 0.0% Q2 2014 Aug 07, 2014
Sabal Trust CO History Added to 9,258 761 0.11% 0.1% 196 +100 1.09% Q2 2014 Jul 25, 2014
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) History Reduced 9,240 760 0.36% 0.25% 197 -1,468 -13.71% Q2 2014 Jul 18, 2014
DEARBORN PARTNERS LLC History Added to 9,196 756 0.07% 0.07% 198 +12 0.13% Q2 2014 Jul 23, 2014
WESPAC Advisors, LLC History Reduced 9,087 747 0.85% 0.98% 199 -6,216 -40.62% Q2 2014 Jul 31, 2014
Hilton Capital Management, LLC History Reduced 8,780 722 0.24% 0.3% 200 -1,528 -14.82% Q2 2014 Jul 15, 2014
Regal Investment Advisors LLC History Added to 8,730 717 0.26% 0.23% 201 +1,194 15.84% Q2 2014 Aug 04, 2014
IFC Holdings Incorporated/FL History Reduced 8,729 706 0.13% 0.14% 202 -547 -5.9% Q2 2014 Jul 22, 2014
Huntington Steele LLC History No change 8,589 706 0.3% 0.29% 203 0 0.0% Q2 2014 Aug 06, 2014
AT Bancorp History Added to 8,585 705 0.21% 0.17% 204 +1,000 13.18% Q2 2014 Aug 06, 2014
TRUST CO OF VIRGINIA /VA History Reduced 8,540 702 0.11% 0.11% 205 -300 -3.39% Q2 2014 Jul 08, 2014
Bartlett & Co. LLC History Reduced 8,383 689 0.03% 0.03% 207 -900 -9.7% Q2 2014 Aug 01, 2014
HAVERFORD TRUST CO History Reduced 8,385 689 0.02% 0.02% 206 -275 -3.18% Q2 2014 Aug 01, 2014
Ancora Advisors, LLC History Reduced 8,350 686 0.09% 0.11% 208 -2,400 -22.33% Q2 2014 Jul 31, 2014
Banyan Partners, LLC History Reduced 8,276 680 0.06% 0.07% 209 -3,010 -26.67% Q2 2014 Aug 08, 2014
Wunderlich Securities, Inc. History Added to 8,195 673 0.44% 0.44% 210 +110 1.36% Q2 2014 Jul 17, 2014
Coho Partners, Ltd. History No change 8,112 667 0.05% 0.04% 211 0 0.0% Q2 2014 Jul 28, 2014
DAVIS R M INC History Reduced 8,097 666 0.04% 0.07% 212 -6,771 -45.54% Q2 2014 Jul 15, 2014
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC History No change 8,022 659 0.15% 0.15% 213 0 0.0% Q2 2014 Jul 15, 2014
DT Investment Partners, LLC History Added to 7,974 656 0.22% 0.21% 214 +687 9.43% Q2 2014 Aug 04, 2014
Aviance Capital Partners, LLC History Added to 7,901 650 0.25% 0.24% 215 +100 1.28% Q2 2014 Aug 01, 2014
Shamrock Asset Management LLC History Reduced 7,717 634 0.2% 0.2% 216 -459 -5.61% Q2 2014 Aug 04, 2014
BRYN MAWR TRUST Co History Reduced 7,650 629 0.03% 0.03% 217 -100 -1.29% Q2 2014 Aug 07, 2014
Concannon Wealth Management, LLC History Reduced 7,500 617 0.47% 3.37% 218 -49,826 -86.92% Q2 2014 Aug 11, 2014
Cutter & CO Brokerage, Inc. History Reduced 7,472 614 0.23% 0.26% 219 -1,300 -14.82% Q2 2014 Jul 31, 2014
BKD Wealth Advisors, LLC History No change 7,458 612 0.1% 0.1% 220 0 0.0% Q2 2014 Jul 11, 2014
Liberty Capital Management, Inc. History Reduced 7,180 590 0.42% 1.13% 221 -13,655 -65.54% Q2 2014 Jul 16, 2014
Prospera Financial Services History Added to 7,082 582 0.16% 0.14% 222 +1,051 17.43% Q2 2014 Jul 07, 2014
DELTA ASSET MANAGEMENT LLC/TN History Added to 7,073 581 0.12% 0.11% 223 +30 0.43% Q2 2014 Jul 22, 2014
CFG Asset Management LLC History Added to 6,996 575 0.21% 0.2% 224 +250 3.71% Q2 2014 Jul 08, 2014
FIRST MIDWEST BANK TRUST DIVISION History Reduced 6,805 560 0.09% 0.09% 225 -450 -6.2% Q2 2014 Jul 24, 2014
WHITTIER TRUST CO OF NEVADA INC History No change 6,794 559 0.06% 0.06% 226 0 0.0% Q2 2014 Aug 04, 2014
MONTAG A & ASSOCIATES INC History Reduced 6,735 554 0.09% 0.09% 227 -63 -0.93% Q2 2014 Aug 06, 2014
CapWealth Advisors, LLC History Added to 6,731 553 0.13% 0.12% 228 +632 10.36% Q2 2014 Aug 08, 2014
FOSTER DYKEMA CABOT & CO INC/MA History Added to 6,625 545 0.13% 0.12% 229 +125 1.92% Q2 2014 Jul 29, 2014
DENVER INVESTMENT ADVISORS LLC History Reduced 6,587 542 0.02% 0.02% 230 -475 -6.73% Q2 2014 Aug 08, 2014
NEW ENGLAND SECURITIES CORP /MA/ History Added to 6,565 540 0.19% 0.15% 231 +1,115 20.46% Q2 2014 Aug 04, 2014
Ipswich Investment Management Co., Inc. History Reduced 6,285 516 0.2% 0.25% 232 -1,500 -19.27% Q2 2014 Jul 15, 2014
Reynders McVeigh Capital Management, LLC History No change 6,245 513 0.12% 0.11% 233 0 0.0% Q2 2014 Aug 11, 2014
Center Coast Capital Advisors, LP History No change 6,213 511 0.01% 0.01% 234 0 0.0% Q2 2014 Jul 28, 2014
BENJAMIN F. EDWARDS & COMPANY, INC. History Reduced 6,015 494 0.13% 0.15% 235 -1,367 -18.52% Q2 2014 Jul 21, 2014
Capital Advisors, Ltd. LLC History No change 5,888 484 0.27% 0.26% 236 0 0.0% Q2 2014 Jul 25, 2014
BINGHAM OSBORN & SCARBOROUGH LLC History New 5,820 478 0.06% 237 +5,820 New Q2 2014 Aug 06, 2014
TRUST CO OF VERMONT History Added to 5,650 465 0.07% 0.07% 238 +200 3.67% Q2 2014 Jul 16, 2014
PAPP L ROY & ASSOCIATES History No change 5,575 458 0.1% 0.1% 239 0 0.0% Q2 2014 Aug 01, 2014
Pure Financial Advisors, Inc. History No change 5,500 452 0.17% 0.16% 240 0 0.0% Q2 2014 Jul 08, 2014
SMITHBRIDGE ASSET MANAGEMENT INC/DE History No change 5,420 446 0.38% 0.36% 241 0 0.0% Q2 2014 Aug 08, 2014
Carroll Financial Associates, Inc. History Added to 5,356 440 0.12% 0.11% 242 +709 15.26% Q2 2014 Aug 08, 2014
NAPLES GLOBAL ADVISORS, LLC History Added to 5,314 437 0.26% 0.19% 243 +1,057 24.83% Q2 2014 Jul 14, 2014
CAMBRIDGE TRUST CO History Reduced 5,250 432 0.04% 0.06% 244 -3,145 -37.46% Q2 2014 Aug 08, 2014
Livingston Group Asset Management CO (operating as Southport Capital Management) History Reduced 5,228 430 0.29% 0.48% 245 -4,047 -43.63% Q2 2014 Jul 15, 2014
Argyle Capital Management Inc. History No change 5,200 427 0.2% 0.19% 246 0 0.0% Q2 2014 Jul 25, 2014
Callahan Advisors, LLC History Added to 5,153 424 0.13% 0.13% 247 +1 0.02% Q2 2014 Jul 25, 2014
JOHNSTON ASSET MANAGEMENT CORP History No change 5,150 423 0.02% 0.02% 248 0 0.0% Q2 2014 Aug 12, 2014
ABNER HERRMAN & BROCK LLC History No change 5,007 412 0.12% 0.12% 249 0 0.0% Q2 2014 Jul 09, 2014
FIELDPOINT PRIVATE ADVISORS, INC History Reduced 4,940 406 0.25% 0.23% 250 -290 -5.54% Q2 2014 Jul 30, 2014
WealthTrust-Arizona, LLC History Added to 4,925 405 0.43% 0.27% 252 +1,635 49.7% Q2 2014 Jul 22, 2014
KANALY TRUST CO History No change 4,921 405 0.07% 0.07% 251 0 0.0% Q2 2014 Jul 28, 2014
Estabrook Capital Management History No change 4,903 403 0.04% 0.04% 253 0 0.0% Q2 2014 Aug 11, 2014
Buckingham Asset Management, LLC History Added to 4,877 401 0.17% 0.12% 254 +1,417 40.95% Q2 2014 Jul 28, 2014
GHP Investment Advisors, Inc. History Added to 4,824 397 0.12% 0.11% 255 +9 0.19% Q2 2014 Aug 01, 2014
Highlander Capital Management, LLC History No change 4,819 396 0.36% 0.33% 256 0 0.0% Q2 2014 Aug 11, 2014
UMB BANK N A/MO History Added to 4,777 393 0.02% 0.02% 258 +1,152 31.78% Q2 2014 Jul 18, 2014
CAPITAL ONE, NATIONAL ASSOCIATION History Added to 4,783 393 0.04% 0.03% 257 +300 6.69% Q2 2014 Jul 25, 2014
First Heartland Consultants, Inc. History Added to 4,718 388 0.18% 0.17% 259 +2 0.04% Q2 2014 Jul 16, 2014
ParenteBeard Wealth Management, LLC History Added to 4,711 387 0.17% 0.16% 260 +411 9.56% Q2 2014 Jul 23, 2014
GOFEN & GLOSSBERG LLC /IL/ History Reduced 4,645 382 0.02% 0.07% 261 -14,858 -76.18% Q2 2014 Jul 15, 2014
PATTEN & PATTEN INC/TN History Reduced 4,611 379 0.06% 0.07% 262 -2,880 -38.45% Q2 2014 Jul 25, 2014
CABOT MONEY MANAGEMENT INC History No change 4,600 378 0.09% 0.09% 263 0 0.0% Q2 2014 Jul 28, 2014
Laidlaw Group, LLC History No change 4,600 378 0.19% 0.18% 264 0 0.0% Q2 2014 Jul 17, 2014
First Eagle Investment Management, LLC History No change 4,563 375 0.0% 0.0% 265 0 0.0% Q2 2014 Aug 08, 2014
Morningstar Investment Services, Inc. History Reduced 4,544 374 0.02% 0.03% 266 -444 -8.9% Q2 2014 Aug 07, 2014
NORTH AMERICAN MANAGEMENT CORP History Added to 4,533 373 0.06% 0.04% 267 +1,533 51.1% Q2 2014 Jul 23, 2014
KLINGENSTEIN FIELDS & CO LLC History Reduced 4,515 371 0.02% 0.02% 268 -500 -9.97% Q2 2014 Jul 24, 2014
REILLY FINANCIAL ADVISORS, LLC History Added to 4,447 368 0.09% 0.06% 269 +976 28.12% Q2 2014 Jul 16, 2014
CHESLEY TAFT & ASSOCIATES LLC/IL History No change 4,400 362 0.04% 0.03% 270 0 0.0% Q2 2014 Jul 17, 2014
Fisher Asset Management, LLC History Added to 4,389 361 0.0% 0.0% 271 +684 18.46% Q2 2014 Jul 25, 2014
DAVIDSON & GARRARD INC History Added to 4,320 355 0.09% 0.08% 272 +100 2.37% Q2 2014 Aug 07, 2014
PINNACLE FINANCIAL PARTNERS INC History Reduced 4,245 349 0.14% 0.2% 273 -1,949 -31.47% Q2 2014 Jul 29, 2014
Lee Munder Capital Group, LLC History Added to 4,199 345 0.01% 0.01% 275 +585 16.19% Q2 2014 Aug 11, 2014
BEACON FINANCIAL GROUP History Added to 4,239 345 0.08% 0.06% 276 +131 3.19% Q2 2014 Jul 08, 2014
MCRAE CAPITAL MANAGEMENT INC History No change 4,200 345 0.17% 0.16% 274 0 0.0% Q2 2014 Aug 01, 2014
STOCK YARDS BANK & TRUST CO History Reduced 4,186 344 0.05% 0.05% 277 -350 -7.72% Q2 2014 Jul 03, 2014
Capital Investment Counsel, Inc History Reduced 4,170 343 0.15% 0.15% 278 -500 -10.71% Q2 2014 Aug 07, 2014
Camarda Financial Advisors, LLC History Added to 4,150 341 0.23% 0.07% 279 +2,856 220.71% Q2 2014 Jul 11, 2014
Valmark Advisers, Inc. History Added to 4,106 338 0.01% 0.01% 280 +1,072 35.33% Q2 2014 Jul 28, 2014
FULTON BANK, N.A. History No change 4,080 335 0.04% 0.03% 281 0 0.0% Q2 2014 Jul 02, 2014
MID CONTINENT CAPITAL LLC/IL History Added to 4,045 333 0.02% 0.02% 282 +400 10.97% Q2 2014 Jul 25, 2014
Reliance Trust Co of Delaware History No change 4,042 332 0.05% 0.04% 283 0 0.0% Q2 2014 Jul 11, 2014
CADINHA & CO LLC History No change 4,000 329 0.06% 0.05% 284 0 0.0% Q2 2014 Aug 08, 2014
COMMUNITY TRUST & INVESTMENT CO History No change 4,000 329 0.05% 0.05% 285 0 0.0% Q2 2014 Jul 14, 2014
TRUST CO OF OKLAHOMA History New 4,000 328 0.16% 286 +4,000 New Q2 2014 Jul 18, 2014
Clark Capital Management Group, Inc. History Reduced 3,989 328 0.03% 0.03% 287 -100 -2.45% Q2 2014 Aug 04, 2014
ARVEST TRUST CO N A History Added to 3,970 326 0.03% 0.03% 288 +350 9.67% Q2 2014 Jul 14, 2014
OBERMEYER ASSET MANAGEMENT CO History No change 3,940 324 0.08% 0.07% 289 0 0.0% Q2 2014 Jul 18, 2014
Milestone Group, Inc. History No change 3,900 321 0.05% 0.05% 290 0 0.0% Q2 2014 Aug 01, 2014
FIRST FINANCIAL CORP /IN/ History No change 3,800 312 0.15% 0.13% 291 0 0.0% Q2 2014 Jul 18, 2014
Hanson McClain, Inc. History New 3,694 304 0.14% 293 +3,694 New Q2 2014 Jul 07, 2014
BOURGEON CAPITAL MANAGEMENT LLC History No change 3,700 304 0.17% 0.17% 292 0 0.0% Q2 2014 Aug 01, 2014
Birch Hill Investment Advisors LLC History Reduced 3,666 302 0.03% 0.04% 294 -1,102 -23.11% Q2 2014 Aug 08, 2014
TRUST DEPARTMENT MB FINANCIAL BANK N A History Reduced 3,650 300 0.04% 0.04% 295 -1 -0.03% Q2 2014 Aug 01, 2014
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV History Reduced 3,640 299 0.13% 0.16% 296 -1,357 -27.16% Q2 2014 Jul 15, 2014
Osborn Rohs Williams & Donohoe Ltd History Added to 3,650 297 0.06% 0.05% 297 +750 25.86% Q2 2014 Jul 23, 2014
Segment Wealth Management, LLC History No change 3,575 294 0.11% 0.12% 298 0 0.0% Q2 2014 Jul 28, 2014
EASTERN BANK History No change 3,570 293 0.02% 0.02% 299 0 0.0% Q2 2014 Jul 16, 2014
Indiana Trust & Investment Management CO History No change 3,559 293 0.17% 0.16% 300 0 0.0% Q2 2014 Jul 18, 2014
Apriem Advisors History No change 3,525 290 0.11% 0.1% 301 0 0.0% Q2 2014 Aug 11, 2014
BECK MACK & OLIVER LLC History No change 3,500 288 0.01% 0.01% 302 0 0.0% Q2 2014 Jul 31, 2014
EDGEWOOD MANAGEMENT LLC History No change 3,500 288 0.0% 0.0% 303 0 0.0% Q2 2014 Aug 08, 2014
GUYASUTA INVESTMENT ADVISORS INC History No change 3,440 282 0.04% 0.04% 304 0 0.0% Q2 2014 Aug 05, 2014
CAPE COD FIVE CENTS SAVINGS BANK History Reduced 3,412 281 0.05% 0.05% 305 -200 -5.54% Q2 2014 Jul 14, 2014
Granite Investment Advisors, Inc. History No change 3,400 280 0.06% 0.05% 306 0 0.0% Q2 2014 Jul 23, 2014
HOLLENCREST SECURITIES LLC History Added to 3,340 275 0.04% 0.04% 307 +29 0.88% Q2 2014 Jul 30, 2014
INTEGRAL DERIVATIVES, LLC History Reduced 3,300 271 0.0% 0.01% 309 -3,200 -49.23% Q2 2014 Aug 07, 2014
STEWART & PATTEN CO LLC History Added to 3,302 271 0.05% 0.05% 308 +286 9.48% Q2 2014 Jul 16, 2014
HARDESTY CAPITAL MANAGEMENT CORP History No change 3,261 268 0.05% 0.05% 310 0 0.0% Q2 2014 Jul 16, 2014
Winfield Associates, Inc. History No change 3,200 263 0.19% 0.2% 311 0 0.0% Q2 2014 Jul 28, 2014
MCF Advisors LLC History Added to 3,513 260 0.08% 0.09% 312 +38 1.09% Q2 2014 Jul 29, 2014
NORTH STAR ASSET MANAGEMENT INC History New 3,125 256 0.03% 313 +3,125 New Q2 2014 Jul 30, 2014
FIRST NATIONAL BANK OF OMAHA History Added to 3,098 255 0.02% 0.02% 314 +223 7.76% Q2 2014 Aug 11, 2014
M&R CAPITAL MANAGEMENT INC History Reduced 3,100 255 0.06% 0.06% 315 -100 -3.13% Q2 2014 Aug 11, 2014
SCHULHOFF & CO INC History New 3,071 252 0.16% 316 +3,071 New Q2 2014 Jul 31, 2014
Financial Management Professionals, Inc. History No change 3,068 252 0.17% 0.16% 317 0 0.0% Q2 2014 Aug 01, 2014
ROANOKE ASSET MANAGEMENT CORP/ NY History Added to 3,050 251 0.1% 0.09% 318 +250 8.93% Q2 2014 Aug 04, 2014
HOWE & RUSLING INC History Added to 3,039 250 0.06% 0.05% 319 +89 3.02% Q2 2014 Jul 31, 2014
Windsor Capital Management, LLC History Added to 3,028 249 0.14% 0.13% 321 +180 6.32% Q2 2014 Jul 08, 2014
BENDER ROBERT & ASSOCIATES History No change 3,030 249 0.18% 0.15% 320 0 0.0% Q2 2014 Aug 04, 2014
TCI Wealth Advisors, Inc. History Reduced 3,003 247 0.15% 0.14% 322 -3 -0.1% Q2 2014 Aug 11, 2014
YHB Investment Advisors, Inc. History Reduced 2,975 245 0.06% 0.13% 323 -3,686 -55.34% Q2 2014 Jul 29, 2014
Whitnell & Co. History Added to 2,950 243 0.11% 0.09% 324 +250 9.26% Q2 2014 Aug 07, 2014
PRIVATE ASSET MANAGEMENT INC History No change 2,895 238 0.04% 0.04% 325 0 0.0% Q2 2014 Aug 06, 2014
Janney Capital Management LLC History New 2,850 234 0.01% 326 +2,850 New Q2 2014 Jul 18, 2014
NORRIS PERNE & FRENCH LLP/MI History New 2,840 233 0.04% 327 +2,840 New Q2 2014 Jul 25, 2014
SUSQUEHANNA TRUST & INVESTMENT CO History No change 2,817 232 0.05% 0.05% 328 0 0.0% Q2 2014 Jul 24, 2014
SeaBridge Investment Advisors LLC History No change 2,755 226 0.05% 0.05% 329 0 0.0% Q2 2014 Aug 06, 2014
BlackRock Group LTD History New 2,731 225 0.0% 330 +2,731 New Q2 2014 Aug 06, 2014
CHILTON CAPITAL MANAGEMENT LLC History New 2,666 219 0.02% 331 +2,666 New Q2 2014 Jul 31, 2014
Crossvault Capital Management LLC History New 2,659 219 0.2% 332 +2,659 New Q2 2014 Jul 15, 2014
ROBERTS GLORE & CO INC /IL/ History New 2,600 214 0.15% 333 +2,600 New Q2 2014 Aug 05, 2014
RELIANCE TRUST Co History Reduced 2,559 211 0.24% 0.25% 334 -864 -25.24% Q2 2014 Jul 11, 2014
ALTA CAPITAL MANAGEMENT LLC/ History Reduced 2,565 210 0.02% 0.02% 335 -210 -7.57% Q2 2014 Jul 08, 2014
GREATMARK INVESTMENT PARTNERS, INC. History New 2,500 206 0.09% 337 +2,500 New Q2 2014 Aug 01, 2014
FIRST NATIONAL BANK SIOUX FALLS History No change 2,511 206 0.53% 0.5% 336 0 0.0% Q2 2014 Jul 29, 2014
ROCKLAND TRUST CO History New 2,490 205 0.05% 338 +2,490 New Q2 2014 Aug 04, 2014
Main Street Research LLC History New 2,485 204 0.05% 339 +2,485 New Q2 2014 Aug 11, 2014
SECURITY NATIONAL TRUST CO History No change 2,468 203 0.08% 0.07% 340 0 0.0% Q2 2014 Jul 14, 2014
REGENTATLANTIC CAPITAL LLC History New 2,450 201 0.02% 342 +2,450 New Q2 2014 Jul 30, 2014
APPLETON PARTNERS INC/MA History Reduced 2,450 201 0.05% 0.05% 341 -300 -10.91% Q2 2014 Jul 23, 2014
WASHINGTON TRUST BANK History Reduced 2,355 194 0.04% 0.04% 343 -500 -17.51% Q2 2014 Aug 08, 2014
ENTERPRISE FINANCIAL SERVICES CORP History Reduced 2,018 166 0.1% 0.1% 344 -221 -9.87% Q2 2014 Jul 24, 2014
ATWOOD & PALMER INC History New 1,950 160 0.04% 345 +1,950 New Q2 2014 Aug 11, 2014
Joel Isaacson & Co., LLC History No change 1,820 150 0.05% 0.05% 346 0 0.0% Q2 2014 Jul 21, 2014
WEATHERLY ASSET MANAGEMENT L. P. History New 1,634 134 0.06% 347 +1,634 New Q2 2014 Jul 03, 2014
EDELMAN FINANCIAL GROUP INC. History Reduced 1,600 134 0.02% 0.03% 348 -1,073 -40.14% Q2 2014 Aug 08, 2014
QCI ASSET MANAGEMENT INC/NY History Added to 1,516 125 0.02% 0.01% 349 +600 65.5% Q2 2014 Aug 05, 2014
Vantage Investment Advisors, LLC History Reduced 1,519 125 0.08% 0.08% 350 -143 -8.6% Q2 2014 Jul 25, 2014
America First Investment Advisors, LLC History Added to 1,510 124 0.06% 0.03% 351 +645 74.57% Q2 2014 Jul 03, 2014
Family Capital Trust Co History No change 1,500 123 0.06% 0.06% 352 0 0.0% Q2 2014 Aug 05, 2014
JNBA Financial Advisors History No change 1,370 113 0.05% 0.05% 353 0 0.0% Q2 2014 Jul 24, 2014
CITY HOLDING CO History Reduced 1,386 112 0.06% 0.07% 354 -150 -9.77% Q2 2014 Aug 06, 2014
FARMERS & MERCHANTS INVESTMENTS INC History Reduced 1,300 107 0.01% 0.01% 355 -100 -7.14% Q2 2014 Jul 16, 2014
Transamerica Financial Advisors, Inc. History Added to 1,270 105 0.01% 0.01% 356 +520 69.33% Q2 2014 Jul 14, 2014
BlackRock Investment Management, LLC History No change 1,200 99 0.0% 0.0% 357 0 0.0% Q2 2014 Aug 06, 2014
Gary Goldberg Planning Services Inc History Reduced 1,180 97 0.04% 0.04% 358 -30 -2.48% Q2 2014 Aug 06, 2014
Focused Wealth Management, Inc History Added to 1,159 95 0.07% 0.05% 359 +354 43.98% Q2 2014 Jul 30, 2014
WealthTrust Fairport, LLC History No change 1,036 85 0.01% 0.01% 360 0 0.0% Q2 2014 Aug 08, 2014
Private Ocean, LLC History Added to 994 82 0.06% 0.05% 362 +91 10.08% Q2 2014 Jul 30, 2014
HABERER REGISTERED INVESTMENT ADVISOR INC History No change 1,000 82 0.04% 0.04% 361 0 0.0% Q2 2014 Jul 18, 2014
COMMUNITY BANK SYSTEM, INC. History No change 967 79 0.02% 0.02% 363 0 0.0% Q2 2014 Jul 25, 2014
Financial Advantage, Inc. History Added to 780 64 0.06% 0.01% 364 +630 420.0% Q2 2014 Aug 11, 2014
PEOPLES FINANCIAL SERVICES CORP. History Added to 750 61 0.04% 0.02% 365 +400 114.29% Q2 2014 Jul 15, 2014
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 724 60 0.0% 0.0% 366 +520 254.9% Q2 2014 Aug 05, 2014
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC History No change 666 55 0.03% 0.03% 367 0 0.0% Q2 2014 Jul 29, 2014
Alexandria Capital, LLC History Added to 662 54 0.02% 0.02% 368 +50 8.17% Q2 2014 Aug 01, 2014
Tortoise Investment Management, LLC History New 600 49 0.02% 371 +600 New Q2 2014 Jul 29, 2014
Ledyard National Bank History Reduced 600 49 0.01% 0.01% 370 -500 -45.45% Q2 2014 Jul 08, 2014
Grisanti Capital Management LLC History No change 600 49 0.02% 0.02% 369 0 0.0% Q2 2014 Aug 06, 2014
BOSTON PRIVATE BANK & TRUST CO History Reduced 570 47 0.0% 0.01% 372 -946 -62.4% Q2 2014 Jul 15, 2014
Vigilant Capital Management, LLC History No change 550 45 0.01% 0.01% 373 0 0.0% Q2 2014 Jul 18, 2014
Hoxton Financial, Inc. History No change 500 41 0.02% 0.02% 374 0 0.0% Q2 2014 Jul 10, 2014
Perkins Coie Trust Co History No change 500 41 0.04% 0.04% 375 0 0.0% Q2 2014 Jul 18, 2014
Financial Architects, Inc History New 481 40 0.02% 376 +481 New Q2 2014 Aug 06, 2014
Gradient Investments LLC History Added to 492 40 0.01% 0.01% 378 +132 36.67% Q2 2014 Jul 11, 2014
Johnson Financial Group, Inc. History No change 490 40 0.01% 0.01% 377 0 0.0% Q2 2014 Aug 06, 2014
MYCIO WEALTH PARTNERS, LLC History Added to 470 39 0.01% 0.01% 379 +7 1.51% Q2 2014 Aug 11, 2014
CUMBERLAND ADVISORS INC History New 300 25 0.02% 381 +300 New Q2 2014 Jul 10, 2014
BRAVE ASSET MANAGEMENT INC History Reduced 300 25 0.02% 0.03% 380 -200 -40.0% Q2 2014 Aug 11, 2014
Oakworth Capital, Inc. History No change 295 24 0.01% 0.01% 382 0 0.0% Q2 2014 Jul 14, 2014
FTB Advisors, Inc. History Reduced 250 21 0.0% 0.01% 385 -365 -59.35% Q2 2014 Aug 07, 2014
Strategic Capital Group LLC History Reduced 260 21 0.01% 0.01% 384 -120 -31.58% Q2 2014 Jul 14, 2014
AlphaMark Advisors, LLC History No change 260 21 0.01% 0.01% 383 0 0.0% Q2 2014 Jul 29, 2014
Plante Moran Financial Advisors, LLC History Reduced 200 16 0.01% 0.03% 386 -200 -50.0% Q2 2014 Jul 28, 2014
JFS WEALTH ADVISORS, LLC History New 140 12 0.0% 387 +140 New Q2 2014 Jul 29, 2014
Torch Wealth Management LLC History No change 150 12 0.01% 0.01% 388 0 0.0% Q2 2014 Jul 23, 2014
THOMPSON SIEGEL & WALMSLEY LLC History No change 110 9 0.0% 0.0% 389 0 0.0% Q2 2014 Aug 12, 2014
TOMPKINS FINANCIAL CORP History New 100 8 0.0% 391 +100 New Q2 2014 Jul 11, 2014
Exchange Capital Management, Inc. History Added to 96 8 0.0% 0.0% 392 +1 1.05% Q2 2014 Jul 03, 2014
DUBUQUE BANK & TRUST CO History No change 100 8 0.0% 0.0% 390 0 0.0% Q2 2014 Aug 11, 2014
ARROW FINANCIAL CORP History No change 80 7 0.0% 0.0% 393 0 0.0% Q2 2014 Jul 30, 2014
Warren Averett Asset Management, LLC History Added to 65 5 0.0% 0.0% 394 +1 1.56% Q2 2014 Jul 29, 2014
PIERSHALE FINANCIAL GROUP, INC. History No change 6 1 0.0% 395 0 0.0% Q2 2014 Jul 17, 2014
ALPS ADVISORS INC History Closed out 0 0 7.62% -10,562,964 -100.0% Q1 2014 May 15, 2014
JPMORGAN CHASE & CO History Closed out 0 0 0.13% -6,441,690 -100.0% Q1 2014 May 15, 2014
FAYEZ SAROFIM & CO History Closed out 0 0 1.63% -4,614,185 -100.0% Q1 2014 May 14, 2014
UBS AG History Closed out 0 0 0.25% -3,781,150 -100.0% Q1 2014 May 16, 2014
Clearbridge Investments, LLC History Closed out 0 0 0.29% -3,342,718 -100.0% Q1 2014 May 15, 2014
KAYNE ANDERSON CAPITAL ADVISORS LP History Closed out 0 0 1.7% -3,284,199 -100.0% Q1 2014 May 07, 2014
BANK OF AMERICA CORP /DE/ History Closed out 0 0 0.09% -3,168,088 -100.0% Q1 2014 May 15, 2014
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Closed out 0 0 0.1% -2,796,366 -100.0% Q1 2014 May 14, 2014
Epoch Investment Partners, Inc. History Closed out 0 0 0.67% -2,267,094 -100.0% Q1 2014 May 14, 2014
MORGAN STANLEY History Closed out 0 0 0.07% -2,222,319 -100.0% Q1 2014 May 13, 2014
DEUTSCHE BANK AG\ History Closed out 0 0 0.1% -1,933,430 -100.0% Q1 2014 May 15, 2014
RENAISSANCE TECHNOLOGIES LLC History Closed out 0 0 0.23% -1,271,311 -100.0% Q1 2014 May 14, 2014
CITIGROUP INC History Closed out 0 0 0.09% -1,191,483 -100.0% Q1 2014 May 15, 2014
TORTOISE CAPITAL ADVISORS, L.L.C. History Closed out 0 0 0.56% -1,148,985 -100.0% Q1 2014 May 09, 2014
GOLDMAN SACHS GROUP INC History Closed out 0 0 0.03% -1,124,577 -100.0% Q1 2014 May 15, 2014
TESUJI PARTNERS LLC History Closed out 0 0 6.55% -1,033,019 -100.0% Q1 2014 May 13, 2014
WELLS FARGO & COMPANY/MN History Closed out 0 0 0.03% -1,027,112 -100.0% Q1 2014 May 15, 2014
Bank of New York Mellon Corp History Closed out 0 0 0.02% -966,333 -100.0% Q1 2014 May 14, 2014
NOMURA ASSET MANAGEMENT CO LTD History Closed out 0 0 1.24% -919,086 -100.0% Q1 2014 May 14, 2014
Atlantic Trust Group, LLC History Closed out 0 0 0.58% -908,109 -100.0% Q1 2014 May 14, 2014
BARCLAYS PLC History Closed out 0 0 0.07% -851,658 -100.0% Q1 2014 May 15, 2014
ROYAL BANK OF CANADA History Closed out 0 0 0.05% -848,371 -100.0% Q1 2014 May 15, 2014
PARAMETRIC PORTFOLIO ASSOCIATES LLC History Closed out 0 0 0.14% -803,224 -100.0% Q1 2014 May 13, 2014
EDGE ASSET MANAGEMENT, INC History Closed out 0 0 0.62% -793,145 -100.0% Q1 2014 May 13, 2014
Creative Planning History Closed out 0 0 0.82% -741,346 -100.0% Q1 2014 Apr 11, 2014
Energy Income Partners, LLC History Closed out 0 0 1.21% -702,510 -100.0% Q1 2014 May 14, 2014
Harvest Fund Advisors LLC History Closed out 0 0 1.11% -698,820 -100.0% Q1 2014 May 14, 2014
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM History Closed out 0 0 0.07% -673,675 -100.0% Q1 2014 Apr 18, 2014
ADVISORY RESEARCH INC History Closed out 0 0 0.42% -549,401 -100.0% Q1 2014 May 15, 2014
Salient Capital Advisors, LLC History Closed out 0 0 1.1% -542,999 -100.0% Q1 2014 May 13, 2014
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Closed out 0 0 0.51% -449,804 -100.0% Q1 2014 May 08, 2014
RAYMOND JAMES & ASSOCIATES History Closed out 0 0 0.2% -391,752 -100.0% Q1 2014 May 13, 2014
SRB Corp History Closed out 0 0 4.71% -388,430 -100.0% Q1 2014 May 14, 2014
ALLSTATE CORP History Closed out 0 0 0.88% -369,897 -100.0% Q1 2014 May 15, 2014
BOWEN HANES & CO INC History Closed out 0 0 1.13% -315,700 -100.0% Q1 2014 May 15, 2014
NORTHERN TRUST CORP History Closed out 0 0 0.01% -293,099 -100.0% Q1 2014 May 14, 2014
UNITED SERVICES AUTOMOBILE ASSOCIATION History Closed out 0 0 0.08% -266,480 -100.0% Q1 2014 May 22, 2014
MARATHON ASSET MANAGEMENT LP History Closed out 0 0 1.54% -265,500 -100.0% Q1 2014 May 15, 2014
Texas Yale Capital Corp. History Closed out 0 0 2.52% -245,518 -100.0% Q1 2014 Aug 04, 2014
PEAK6 Investments, L.P. History Closed out 0 0 0.14% -221,024 -100.0% Q1 2014 May 19, 2014
AVALON ADVISORS, LLC History Closed out 0 0 0.88% -214,643 -100.0% Q1 2014 May 15, 2014
WESTWOOD HOLDINGS GROUP INC History Closed out 0 0 0.12% -212,901 -100.0% Q1 2014 May 14, 2014
EATON VANCE MANAGEMENT History Closed out 0 0 0.04% -198,813 -100.0% Q1 2014 May 05, 2014
STATE STREET CORP History Closed out 0 0 0.0% -179,147 -100.0% Q1 2014 May 15, 2014
METROPOLITAN LIFE INSURANCE CO/NY History Closed out 0 0 0.09% -178,007 -100.0% Q1 2014 May 05, 2014
LADENBURG THALMANN FINANCIAL SERVICES INC History Closed out 0 0 0.36% -167,407 -100.0% Q1 2014 May 15, 2014
GUGGENHEIM CAPITAL LLC History Closed out 0 0 0.03% -164,789 -100.0% Q1 2014 May 16, 2014
UNITED CAPITAL FINANCIAL ADVISERS, LLC History Closed out 0 0 0.25% -156,698 -100.0% Q1 2014 May 14, 2014
US BANCORP \DE\ History Closed out 0 0 0.05% -150,289 -100.0% Q1 2014 May 14, 2014
STIFEL FINANCIAL CORP History Closed out 0 0 0.1% -137,034 -100.0% Q1 2014 May 15, 2014
HighTower Advisors, LLC History Closed out 0 0 0.2% -136,148 -100.0% Q1 2014 May 15, 2014
FRANKLIN RESOURCES INC History Closed out 0 0 0.0% -131,286 -100.0% Q1 2014 May 13, 2014
WILLIAMS JONES & ASSOCIATES LLC History Closed out 0 0 0.19% -124,668 -100.0% Q1 2014 May 14, 2014
Janney Montgomery Scott LLC History Closed out 0 0 0.22% -124,149 -100.0% Q1 2014 May 14, 2014
WFG Advisors, LP History Closed out 0 0 1.84% -123,868 -100.0% Q1 2014 Apr 24, 2014
SUNTRUST BANKS INC History Closed out 0 0 0.03% -112,935 -100.0% Q1 2014 May 14, 2014
YORKVILLE CAPITAL MANAGEMENT, LLC History Closed out 0 0 6.05% -107,148 -100.0% Q1 2014 May 15, 2014
Invesco Ltd. History Closed out 0 0 0.0% -103,737 -100.0% Q1 2014 May 15, 2014
Legg Mason Investment Counsel, LLC History Closed out 0 0 0.15% -98,389 -100.0% Q1 2014 May 15, 2014
Spot Trading L.L.C History Closed out 0 0 0.04% -98,145 -100.0% Q1 2014 May 13, 2014
TD ASSET MANAGEMENT INC History Closed out 0 0 0.01% -96,640 -100.0% Q1 2014 May 09, 2014
KEYBANK NATIONAL ASSOCIATION/OH History Closed out 0 0 0.06% -96,397 -100.0% Q1 2014 May 14, 2014
FIRST MANHATTAN CO History Closed out 0 0 0.05% -93,287 -100.0% Q1 2014 May 16, 2014
CHELSEA COUNSEL CO History Closed out 0 0 1.38% -91,695 -100.0% Q1 2014 Jul 08, 2014
HAHN CAPITAL MANAGEMENT LLC History Closed out 0 0 0.92% -90,848 -100.0% Q1 2014 May 14, 2014
Parallax Volatility Advisers, LLC History Closed out 0 0 0.04% -83,854 -100.0% Q1 2014 May 15, 2014
Walleye Trading LLC History Closed out 0 0 0.09% -82,884 -100.0% Q1 2014 May 15, 2014
GROUP ONE TRADING, L.P. History Closed out 0 0 0.1% -80,377 -100.0% Q1 2014 May 07, 2014
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX History Closed out 0 0 1.75% -78,225 -100.0% Q1 2014 May 13, 2014
GLENMEDE TRUST CO NA History Closed out 0 0 0.06% -71,587 -100.0% Q1 2014 May 07, 2014
Rothschild Capital Partners, LLC History Closed out 0 0 2.46% -67,643 -100.0% Q1 2014 May 12, 2014
Arrowpoint Asset Management, LLC History Closed out 0 0 0.16% -66,700 -100.0% Q1 2014 May 15, 2014
KING LUTHER CAPITAL MANAGEMENT CORP History Closed out 0 0 0.04% -60,167 -100.0% Q1 2014 May 14, 2014
683 Capital Management, LLC History Closed out 0 0 1.58% -55,000 -100.0% Q1 2014 May 15, 2014
First Allied Advisory Services, Inc. History Closed out 0 0 0.3% -54,965 -100.0% Q1 2014 May 15, 2014
Timber Hill LLC History Closed out 0 0 0.02% -53,684 -100.0% Q1 2014 May 13, 2014
TOWER BRIDGE ADVISORS History Closed out 0 0 0.51% -53,233 -100.0% Q1 2014 May 08, 2014
OPPENHEIMER & CO INC History Closed out 0 0 0.12% -53,021 -100.0% Q1 2014 May 09, 2014
GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ History Closed out 0 0 1.74% -52,350 -100.0% Q1 2014 May 13, 2014
STEPHENS INC /AR/ History Closed out 0 0 0.21% -52,091 -100.0% Q1 2014 May 13, 2014
North Star Investment Management Corp. History Closed out 0 0 0.8% -51,701 -100.0% Q1 2014 Apr 29, 2014
KINGS POINT CAPITAL MANAGEMENT History Closed out 0 0 1.23% -51,175 -100.0% Q1 2014 May 12, 2014
FIFTH THIRD BANCORP History Closed out 0 0 0.04% -50,415 -100.0% Q1 2014 May 15, 2014
Private Harbour Investment Management & Counsel, LLC History Closed out 0 0 2.41% -50,308 -100.0% Q1 2014 May 08, 2014
Northeast Financial Consultants Inc History Closed out 0 0 2.18% -50,001 -100.0% Q1 2014 May 01, 2014
ACCIPITER CAPITAL MANAGEMENT, LLC History Closed out 0 0 8.4% -50,000 -100.0% Q1 2014 May 15, 2014
FAIRFIELD RESEARCH CORP History Closed out 0 0 1.74% -49,985 -100.0% Q1 2014 May 05, 2014
Bollard Group LLC History Closed out 0 0 0.37% -49,202 -100.0% Q1 2014 May 14, 2014
Beaumont Financial Partners, LLC History Closed out 0 0 0.29% -47,516 -100.0% Q1 2014 May 07, 2014
Carnegie Capital Asset Management, LLC History Closed out 0 0 0.93% -47,489 -100.0% Q1 2014 May 08, 2014
Signature Financial Management, Inc. History Closed out 0 0 3.0% -47,342 -100.0% Q1 2014 May 15, 2014
Hirtle Callaghan & Co LLC History Closed out 0 0 0.57% -46,946 -100.0% Q1 2014 May 02, 2014
BANK OF MONTREAL /CAN/ History Closed out 0 0 0.0% -46,580 -100.0% Q1 2014 May 15, 2014
PRUDENTIAL PLC History Closed out 0 0 0.02% -45,630 -100.0% Q1 2014 May 15, 2014
SALEM INVESTMENT COUNSELORS INC History Closed out 0 0 0.42% -45,615 -100.0% Q1 2014 May 15, 2014
Covington Investment Advisors Inc. History Closed out 0 0 1.95% -44,600 -100.0% Q1 2014 May 12, 2014
Cetera Advisor Networks LLC History Closed out 0 0 0.23% -43,095 -100.0% Q1 2014 May 15, 2014
Veritable, L.P. History Closed out 0 0 0.07% -42,829 -100.0% Q1 2014 May 15, 2014
ORLEANS CAPITAL MANAGEMENT CORP/LA History Closed out 0 0 1.54% -40,866 -100.0% Q1 2014 May 15, 2014
RUSSELL FRANK CO/ History Closed out 0 0 0.01% -40,350 -100.0% Q1 2014 May 16, 2014
AMERIPRISE FINANCIAL INC History Closed out 0 0 0.0% -40,094 -100.0% Q1 2014 May 14, 2014
Fiera Capital Corp History Closed out 0 0 0.02% -39,396 -100.0% Q1 2014 Apr 15, 2014
Nuveen Asset Management, LLC History Closed out 0 0 0.02% -39,153 -100.0% Q1 2014 May 14, 2014
BAHL & GAYNOR INC History Closed out 0 0 0.05% -38,148 -100.0% Q1 2014 May 20, 2014
USCA RIA LLC History Closed out 0 0 0.98% -36,763 -100.0% Q1 2014 May 12, 2014
Partners Group Holding AG History Closed out 0 0 0.65% -35,450 -100.0% Q1 2014 May 13, 2014
SEGALL BRYANT & HAMILL History Closed out 0 0 0.06% -35,239 -100.0% Q1 2014 May 15, 2014
NOVARE CAPITAL MANAGEMENT LLC History Closed out 0 0 0.66% -33,510 -100.0% Q1 2014 May 08, 2014
KCG Holdings, Inc. History Closed out 0 0 0.03% -32,701 -100.0% Q1 2014 May 15, 2014
NATIONAL PENN INVESTORS TRUST CO /PA History Closed out 0 0 0.29% -32,660 -100.0% Q1 2014 Apr 29, 2014
BOSTON FINANCIAL MANGEMENT INC /MA History Closed out 0 0 0.32% -32,562 -100.0% Q1 2014 May 08, 2014
Heronetta Management, L.P. History Closed out 0 0 1.1% -32,169 -100.0% Q1 2014 May 12, 2014
Investors Capital Advisory Services History Closed out 0 0 0.51% -32,031 -100.0% Q1 2014 Apr 15, 2014
SILVERCREST ASSET MANAGEMENT GROUP LLC History Closed out 0 0 0.04% -31,893 -100.0% Q1 2014 May 15, 2014
ASSOCIATED BANC-CORP History Closed out 0 0 0.16% -31,537 -100.0% Q1 2014 May 13, 2014
Evercore Wealth Management, LLC History Closed out 0 0 0.13% -30,345 -100.0% Q1 2014 May 15, 2014
OTA Financial Group L.P. History Closed out 0 0 2.11% -29,891 -100.0% Q1 2014 Apr 30, 2014
Ashfield Capital Partners, LLC History Closed out 0 0 0.11% -29,854 -100.0% Q1 2014 May 09, 2014
SFE Investment Counsel History Closed out 0 0 0.96% -29,832 -100.0% Q1 2014 May 08, 2014
BESSEMER GROUP INC History Closed out 0 0 0.01% -29,662 -100.0% Q1 2014 May 14, 2014
BNP Paribas Investment Partners S.A. History Closed out 0 0 0.02% -29,328 -100.0% Q1 2014 May 13, 2014
Cohen Capital Management, Inc. History Closed out 0 0 0.58% -29,250 -100.0% Q1 2014 May 08, 2014
HSBC HOLDINGS PLC History Closed out 0 0 0.01% -28,861 -100.0% Q1 2014 May 14, 2014
Nine Chapters Capital Management LLC History Closed out 0 0 0.25% -28,400 -100.0% Q1 2014 May 15, 2014
BURNHAM ASSET MANAGEMENT CORP /NY/ History Closed out 0 0 0.48% -27,645 -100.0% Q1 2014 Apr 25, 2014
Bellevue Financial, Inc. History Closed out 0 0 1.49% -27,090 -100.0% Q1 2014 May 05, 2014
BOKF, NA History Closed out 0 0 0.07% -26,880 -100.0% Q1 2014 May 14, 2014
CITADEL ADVISORS LLC History Closed out 0 0 2.76% -25,956 -100.0% Q1 2014 Aug 08, 2014
Maryland Capital Management History Closed out 0 0 0.4% -25,654 -100.0% Q1 2014 May 15, 2014
KMS FINANCIAL SERVICES, INC History Closed out 0 0 0.29% -24,894 -100.0% Q1 2014 Aug 08, 2014
VESTOR CAPITAL, LLC History Closed out 0 0 0.64% -24,416 -100.0% Q1 2014 May 15, 2014
Wills Financial Group, Inc. History Closed out 0 0 1.69% -23,982 -100.0% Q1 2014 May 12, 2014
ALLIANCEBERNSTEIN L.P. History Closed out 0 0 0.0% -23,855 -100.0% Q1 2014 May 13, 2014
ASHFORD CAPITAL MANAGEMENT INC History Closed out 0 0 0.34% -23,600 -100.0% Q1 2014 May 16, 2014
PEAPACK GLADSTONE FINANCIAL CORP History Closed out 0 0 0.13% -22,354 -100.0% Q1 2014 May 06, 2014
ROYAL BANK OF SCOTLAND GROUP PLC History Closed out 0 0 0.07% -21,705 -100.0% Q1 2014 May 15, 2014
FRONTIER INVESTMENT MGMT CO History Closed out 0 0 0.28% -21,389 -100.0% Q1 2014 May 09, 2014
First Houston Capital, Inc. History Closed out 0 0 1.52% -20,950 -100.0% Q1 2014 May 14, 2014
PINNACLE ASSOCIATES LTD History Closed out 0 0 0.03% -20,814 -100.0% Q1 2014 May 14, 2014
JOHNSON INVESTMENT COUNSEL INC History Closed out 0 0 0.06% -20,522 -100.0% Q1 2014 May 15, 2014
RR Advisors, LLC History Closed out 0 0 0.16% -20,000 -100.0% Q1 2014 May 14, 2014
CUSHING ASSET MANAGEMENT, LP History Closed out 0 0 0.04% -19,940 -100.0% Q1 2014 May 20, 2014
Burns Wealth Management, Inc. History Closed out 0 0 0.65% -19,940 -100.0% Q1 2014 May 14, 2014
Capital Innovations LLC History Closed out 0 0 1.25% -19,694 -100.0% Q1 2014 May 07, 2014
MANUFACTURERS LIFE INSURANCE COMPANY, THE History Closed out 0 0 0.0% -19,676 -100.0% Q1 2014 May 15, 2014
Index Management Solutions, LLC History Closed out 0 0 0.23% -19,587 -100.0% Q1 2014 May 15, 2014
Willingdon Wealth Management History Closed out 0 0 1.01% -19,508 -100.0% Q1 2014 May 14, 2014
WHALEROCK POINT PARTNERS, LLC History Closed out 0 0 0.73% -19,458 -100.0% Q1 2014 May 29, 2014
GREAT LAKES ADVISORS, LLC History Closed out 0 0 0.06% -19,191 -100.0% Q1 2014 May 22, 2014
Mirae Asset Global Investments Co., Ltd. History Closed out 0 0 0.04% -19,000 -100.0% Q1 2014 May 22, 2014
R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC History Closed out 0 0 1.38% -18,900 -100.0% Q1 2014 May 15, 2014
LS Investment Advisors, LLC History Closed out 0 0 0.11% -18,625 -100.0% Q1 2014 May 05, 2014
Mountain Lake Investment Management LLC History Closed out 0 0 0.98% -18,199 -100.0% Q1 2014 May 15, 2014
SFMG, LLC History Closed out 0 0 0.45% -18,006 -100.0% Q1 2014 May 14, 2014
People's United Financial, Inc. History Closed out 0 0 0.08% -17,792 -100.0% Q1 2014 May 14, 2014
EMERSON INVESTMENT MANAGEMENT INC History Closed out 0 0 0.26% -16,910 -100.0% Q1 2014 May 12, 2014
TDAM USA INC. History Closed out 0 0 0.05% -16,035 -100.0% Q1 2014 May 09, 2014
ROOSEVELT INVESTMENT GROUP INC History Closed out 0 0 0.05% -16,021 -100.0% Q1 2014 May 13, 2014
BLACKTHORN INVESTMENT GROUP LLC History Closed out 0 0 1.29% -16,000 -100.0% Q1 2014 May 13, 2014
Summit Equities Inc History Closed out 0 0 0.51% -15,617 -100.0% Q1 2014 May 16, 2014
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA History Closed out 0 0 0.03% -15,392 -100.0% Q1 2014 Apr 28, 2014
Pinnacle Holdings, LLC History Closed out 0 0 0.31% -15,058 -100.0% Q1 2014 May 28, 2014
Raymond James Financial Services Advisors, Inc. History Closed out 0 0 0.06% -14,720 -100.0% Q1 2014 May 08, 2014
CHEMICAL BANK History Closed out 0 0 0.19% -14,041 -100.0% Q1 2014 May 13, 2014
Kistler-Tiffany Companies, LLC History Closed out 0 0 0.71% -12,922 -100.0% Q1 2014 May 13, 2014
M Holdings Securities, Inc. History Closed out 0 0 0.98% -12,701 -100.0% Q1 2014 May 12, 2014
SMITH CHAS P & ASSOCIATES PA CPAS History Closed out 0 0 0.07% -12,450 -100.0% Q1 2014 Apr 24, 2014
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT History Closed out 0 0 0.11% -12,436 -100.0% Q1 2014 May 14, 2014
Ironwood Investment Counsel, LLC History Closed out 0 0 0.5% -12,285 -100.0% Q1 2014 May 07, 2014
Steinberg Global Asset Management History Closed out 0 0 0.21% -11,528 -100.0% Q1 2014 May 15, 2014
Colonial Asset Management, Inc. History Closed out 0 0 0.26% -11,358 -100.0% Q1 2014 May 15, 2014
National Asset Management, Inc. History Closed out 0 0 0.25% -11,226 -100.0% Q1 2014 May 02, 2014
ING GROEP NV History Closed out 0 0 0.0% -10,831 -100.0% Q1 2014 May 14, 2014
Town & Country Bank & Trust CO dba First Bankers Trust CO History Closed out 0 0 0.36% -10,380 -100.0% Q1 2014 May 14, 2014
Atlanta Capital Group History Closed out 0 0 0.22% -10,134 -100.0% Q1 2014 Apr 25, 2014
INSIGHT 2811, INC. History Closed out 0 0 0.32% -10,100 -100.0% Q1 2014 May 15, 2014
HM PAYSON & CO History Closed out 0 0 0.04% -9,687 -100.0% Q1 2014 May 07, 2014
CIBC Asset Management Inc History Closed out 0 0 0.0% -9,641 -100.0% Q1 2014 May 09, 2014
Bares Capital Management, Inc. History Closed out 0 0 0.06% -9,600 -100.0% Q1 2014 May 16, 2014
Aldebaran Financial Inc. History Closed out 0 0 0.62% -9,595 -100.0% Q1 2014 May 16, 2014
CARRET ASSET MANAGEMENT, LLC History Closed out 0 0 0.14% -9,277 -100.0% Q1 2014 May 15, 2014
WALTER & KEENAN FINANCIAL CONSULTING CO /MI/ /ADV History Closed out 0 0 0.37% -9,200 -100.0% Q1 2014 May 08, 2014
First City Capital Management, Inc. History Closed out 0 0 0.48% -9,149 -100.0% Q1 2014 May 19, 2014
Dynamic Capital Management Ltd History Closed out 0 0 0.22% -9,149 -100.0% Q1 2014 May 15, 2014
COMERICA BANK History Closed out 0 0 0.01% -9,060 -100.0% Q1 2014 May 15, 2014
GABELLI FUNDS LLC History Closed out 0 0 0.0% -9,000 -100.0% Q1 2014 May 16, 2014
CLINTON GROUP INC History Closed out 0 0 0.24% -8,886 -100.0% Q1 2014 May 14, 2014
Mariner Wealth Advisors, LLC History Closed out 0 0 0.08% -8,805 -100.0% Q1 2014 May 08, 2014
LOWE BROCKENBROUGH & CO INC History Closed out 0 0 0.11% -8,700 -100.0% Q1 2014 Jun 17, 2014
NORTHEAST INVESTMENT MANAGEMENT History Closed out 0 0 0.07% -8,680 -100.0% Q1 2014 May 06, 2014
FineMark National Bank & Trust History Closed out 0 0 0.12% -8,660 -100.0% Q1 2014 May 13, 2014
Wunderlich Capital Managemnt History Closed out 0 0 0.59% -8,452 -100.0% Q1 2014 May 13, 2014
Cetera Advisors LLC History Closed out 0 0 0.13% -8,325 -100.0% Q1 2014 May 15, 2014
IBERIABANK CORP History Closed out 0 0 0.37% -8,084 -100.0% Q1 2014 May 09, 2014
AVENIR CORP History Closed out 0 0 0.05% -8,000 -100.0% Q1 2014 May 14, 2014
CHARTWELL INVESTMENT PARTNERS/PA History Closed out 0 0 0.01% -8,000 -100.0% Q1 2014 May 20, 2014
Van Cleef Asset Management,Inc History Closed out 0 0 0.25% -7,656 -100.0% Q1 2014 May 15, 2014
AVIANCE CAPITAL MANAGEMENT, LLC History Closed out 0 0 0.03% -7,601 -100.0% Q1 2014 May 15, 2014
SG Americas Securities, LLC History Closed out 0 0 0.0% -7,557 -100.0% Q1 2014 May 14, 2014
OSTERWEIS CAPITAL MANAGEMENT INC History Closed out 0 0 0.02% -7,550 -100.0% Q1 2014 May 15, 2014
Schonfeld Group Holdings LLC History Closed out 0 0 0.14% -7,499 -100.0% Q1 2014 May 15, 2014
AQR CAPITAL MANAGEMENT LLC History Closed out 0 0 0.0% -7,451 -100.0% Q1 2014 May 15, 2014
FIRST NIAGARA BANK History Closed out 0 0 0.11% -7,447 -100.0% Q1 2014 May 13, 2014
Sequoia Financial Advisors, LLC History Closed out 0 0 0.44% -7,113 -100.0% Q1 2014 May 15, 2014
DONALDSON CAPITAL MANAGEMENT, LLC History Closed out 0 0 0.09% -7,100 -100.0% Q1 2014 May 14, 2014
Botty Investors LLC History Closed out 0 0 0.47% -7,085 -100.0% Q1 2014 May 15, 2014
Cypress Capital Group History Closed out 0 0 0.13% -7,053 -100.0% Q1 2014 May 19, 2014
Kimelman & Baird, LLC History Closed out 0 0 0.1% -6,956 -100.0% Q1 2014 May 20, 2014
BANKERS TRUST CO History Closed out 0 0 0.33% -6,950 -100.0% Q1 2014 May 15, 2014
STRATTON MANAGEMENT CO History Closed out 0 0 0.02% -6,700 -100.0% Q1 2014 May 13, 2014
Rafferty Asset Management, LLC History Closed out 0 0 0.1% -6,680 -100.0% Q1 2014 May 14, 2014
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ History Closed out 0 0 0.01% -6,600 -100.0% Q1 2014 May 13, 2014
MONETARY MANAGEMENT GROUP INC History Closed out 0 0 0.22% -6,350 -100.0% Q1 2014 May 08, 2014
SMITH HAYES Advisers, Inc History Closed out 0 0 0.11% -6,264 -100.0% Q1 2014 May 09, 2014
PETERSEN FLYNN & DINSMORE INC History Closed out 0 0 0.13% -6,000 -100.0% Q1 2014 May 15, 2014
FDx Advisors, Inc. History Closed out 0 0 0.04% -5,860 -100.0% Q1 2014 May 15, 2014
Busey Trust CO History Closed out 0 0 0.07% -5,787 -100.0% Q1 2014 May 15, 2014
Stonebridge Capital Advisors LLC History Closed out 0 0 0.2% -5,569 -100.0% Q1 2014 May 12, 2014
GOODWIN DANIEL L History Closed out 0 0 0.07% -5,500 -100.0% Q1 2014 May 15, 2014
PITTENGER & ANDERSON INC History Closed out 0 0 0.06% -5,483 -100.0% Q1 2014 May 13, 2014
SNS Financial Group, LLC History Closed out 0 0 0.18% -5,472 -100.0% Q1 2014 May 16, 2014
Horizon Investments, LLC/SC History Closed out 0 0 0.05% -5,400 -100.0% Q1 2014 May 13, 2014
HYNES, HIMMELREICH, GLENNON & CO, LLC History Closed out 0 0 0.13% -5,300 -100.0% Q1 2014 Apr 29, 2014
SALIENT TRUST CO LTA History Closed out 0 0 0.05% -5,220 -100.0% Q1 2014 May 13, 2014
Covington Capital Management History Closed out 0 0 0.04% -5,207 -100.0% Q1 2014 May 16, 2014
TORRAY LLC History Closed out 0 0 0.06% -5,000 -100.0% Q1 2014 May 12, 2014
SHAPIRO ROBERT N History Closed out 0 0 0.07% -4,890 -100.0% Q1 2014 Jun 18, 2014
Sterneck Capital Management, LLC History Closed out 0 0 0.2% -4,877 -100.0% Q1 2014 May 15, 2014
Semper Trust Co. History Closed out 0 0 0.14% -4,800 -100.0% Q1 2014 May 13, 2014
Legg Mason Investment Counsel & Trust Co., N.A. History Closed out 0 0 0.07% -4,765 -100.0% Q1 2014 May 15, 2014
Catalyst Capital Advisors LLC History Closed out 0 0 0.08% -4,750 -100.0% Q1 2014 May 12, 2014
SCOTIA CAPITAL INC. History Closed out 0 0 0.01% -4,697 -100.0% Q1 2014 May 14, 2014
LAZARD ASSET MANAGEMENT LLC History Closed out 0 0 0.0% -4,500 -100.0% Q1 2014 May 12, 2014
OPTIMUM INVESTMENT ADVISORS History Closed out 0 0 0.12% -4,450 -100.0% Q1 2014 May 01, 2014
M&T BANK CORP History Closed out 0 0 0.01% -4,375 -100.0% Q1 2014 May 14, 2014
Atlas Brown,Inc. History Closed out 0 0 0.17% -4,357 -100.0% Q1 2014 May 07, 2014
EAGLE GLOBAL ADVISORS LLC History Closed out 0 0 0.01% -4,250 -100.0% Q1 2014 May 15, 2014
Choate Investment Advisors History Closed out 0 0 0.02% -4,243 -100.0% Q1 2014 May 15, 2014
Kovitz Investment Group, LLC History Closed out 0 0 0.02% -4,202 -100.0% Q1 2014 May 15, 2014
FIRST FOUNDATION ADVISORS History Closed out 0 0 0.04% -4,182 -100.0% Q1 2014 May 15, 2014
TWIN FOCUS CAPITAL PARTNERS, LLC History Closed out 0 0 0.37% -4,167 -100.0% Q1 2014 May 15, 2014
Saturna Capital CORP History Closed out 0 0 0.01% -4,100 -100.0% Q1 2014 May 14, 2014
Tradeworx Inc. History Closed out 0 0 0.26% -4,065 -100.0% Q1 2014 Jun 02, 2014
ZACKS INVESTMENT MANAGEMENT History Closed out 0 0 0.01% -4,017 -100.0% Q1 2014 May 13, 2014
Columbia Asset Management History Closed out 0 0 0.13% -3,890 -100.0% Q1 2014 May 23, 2014
ALTFEST L J & CO INC History Closed out 0 0 0.28% -3,850 -100.0% Q1 2014 May 13, 2014
BROWN BROTHERS HARRIMAN & CO History Closed out 0 0 0.0% -3,780 -100.0% Q1 2014 May 15, 2014
Violich Capital Management, Inc. History Closed out 0 0 0.1% -3,760 -100.0% Q1 2014 May 15, 2014
Plancorp, LLC History Closed out 0 0 0.19% -3,733 -100.0% Q1 2014 May 08, 2014
FARR MILLER & WASHINGTON LLC/DC History Closed out 0 0 0.04% -3,654 -100.0% Q1 2014 May 16, 2014
WEST CHESTER CAPITAL ADVISORS, INC History Closed out 0 0 0.27% -3,619 -100.0% Q1 2014 May 14, 2014
BEACON TRUST CO History Closed out 0 0 0.05% -3,605 -100.0% Q1 2014 May 05, 2014
Spears Abacus Advisors LLC History Closed out 0 0 0.03% -3,507 -100.0% Q1 2014 May 13, 2014
FIRST COMMONWEALTH FINANCIAL CORP /PA/ History Closed out 0 0 0.29% -3,500 -100.0% Q1 2014 May 12, 2014
CONGRESS ASSET MANAGEMENT CO /MA History Closed out 0 0 0.01% -3,500 -100.0% Q1 2014 May 14, 2014
Summit Investment Advisors, Inc. History Closed out 0 0 0.02% -3,465 -100.0% Q1 2014 May 13, 2014
WOODMONT INVESTMENT COUNSEL LLC History Closed out 0 0 0.07% -3,454 -100.0% Q1 2014 May 14, 2014
SCHNIEDERS CAPITAL MANAGEMENT LLC History Closed out 0 0 0.24% -3,445 -100.0% Q1 2014 May 15, 2014
BANK OF THE WEST History Closed out 0 0 0.04% -3,317 -100.0% Q1 2014 May 13, 2014
BRIGHTON JONES LLC History Closed out 0 0 0.06% -3,315 -100.0% Q1 2014 May 14, 2014
INVERNESS COUNSEL INC /NY/ History Closed out 0 0 0.02% -3,300 -100.0% Q1 2014 Apr 15, 2014
STONE RUN CAPITAL, LLC History Closed out 0 0 0.17% -3,250 -100.0% Q1 2014 May 14, 2014
GREENLEAF TRUST History Closed out 0 0 0.01% -3,247 -100.0% Q1 2014 May 13, 2014
MOGY JOEL R INVESTMENT COUNSEL INC History Closed out 0 0 0.05% -3,200 -100.0% Q1 2014 May 14, 2014
Altavista Wealth Management, Inc. History Closed out 0 0 0.14% -3,190 -100.0% Q1 2014 May 06, 2014
FMR LLC History Closed out 0 0 0.0% -3,175 -100.0% Q1 2014 May 15, 2014
Placemark Investments, Inc. History Closed out 0 0 0.0% -3,165 -100.0% Q1 2014 May 09, 2014
PRICE T ROWE ASSOCIATES INC /MD/ History Closed out 0 0 0.0% -3,087 -100.0% Q1 2014 May 15, 2014
FIRST FINANCIAL HOLDINGS, INC. History Closed out 0 0 0.04% -3,073 -100.0% Q1 2014 May 15, 2014
TIMUCUAN ASSET MANAGEMENT INC/FL History Closed out 0 0 0.03% -3,058 -100.0% Q1 2014 May 14, 2014
BOSTON RESEARCH & MANAGEMENT INC History Closed out 0 0 0.16% -2,949 -100.0% Q1 2014 May 13, 2014
Annex Advisory Services, LLC History Closed out 0 0 0.08% -2,833 -100.0% Q1 2014 May 15, 2014
WEBSTER BANK, N. A. History Closed out 0 0 0.03% -2,823 -100.0% Q1 2014 Apr 11, 2014
Malaga Cove Capital, LLC History Closed out 0 0 0.18% -2,810 -100.0% Q1 2014 May 14, 2014
Wharton Business Group, LLC History Closed out 0 0 0.02% -2,807 -100.0% Q1 2014 May 15, 2014
Hollow Brook Wealth Management LLC History Closed out 0 0 0.07% -2,806 -100.0% Q1 2014 May 07, 2014
Dorsey & Whitney Trust CO LLC History Closed out 0 0 0.05% -2,787 -100.0% Q1 2014 May 13, 2014
CANNELL PETER B & CO INC History Closed out 0 0 0.01% -2,752 -100.0% Q1 2014 May 14, 2014
MARK SHEPTOFF FINANCIAL PLANNING, LLC History Closed out 0 0 0.17% -2,598 -100.0% Q1 2014 May 09, 2014
BNP PARIBAS ARBITRAGE, SA History Closed out 0 0 0.0% -2,530 -100.0% Q1 2014 May 13, 2014
Hillsdale Investment Management Inc. History Closed out 0 0 0.05% -2,500 -100.0% Q1 2014 May 14, 2014
SMITHFIELD TRUST CO History Closed out 0 0 0.03% -2,000 -100.0% Q1 2014 May 06, 2014
SIGNATUREFD, LLC History Closed out 0 0 0.06% -2,000 -100.0% Q1 2014 May 16, 2014
COLONY GROUP LLC History Closed out 0 0 0.02% -1,731 -100.0% Q1 2014 May 16, 2014
CENTRAL BANK & TRUST CO History Closed out 0 0 0.05% -1,650 -100.0% Q1 2014 Apr 07, 2014
Parasol Investment Management, LLC History Closed out 0 0 0.08% -1,595 -100.0% Q1 2014 Apr 14, 2014
Hudock Moyer Wealth Resources, LLC History Closed out 0 0 0.09% -1,545 -100.0% Q1 2014 May 15, 2014
Archford Capital Strategies, LLC History Closed out 0 0 0.08% -1,347 -100.0% Q1 2014 May 15, 2014
ENVESTNET ASSET MANAGEMENT INC History Closed out 0 0 0.0% -1,253 -100.0% Q1 2014 May 12, 2014
First Washington CORP History Closed out 0 0 0.04% -1,000 -100.0% Q1 2014 May 05, 2014
New Harbor Financial Group, LLC History Closed out 0 0 0.07% -1,000 -100.0% Q1 2014 May 12, 2014
Laffer Investments History Closed out 0 0 0.01% -868 -100.0% Q1 2014 May 15, 2014
Partnervest Advisory Services LLC History Closed out 0 0 0.02% -617 -100.0% Q1 2014 May 12, 2014
Nelson Roberts Investment Advisors, LLC History Closed out 0 0 0.02% -500 -100.0% Q1 2014 May 14, 2014
1832 Asset Management L.P. History Closed out 0 0 0.0% -450 -100.0% Q1 2014 May 14, 2014
Gemmer Asset Management LLC History Closed out 0 0 0.02% -447 -100.0% Q1 2014 May 23, 2014
WEALTHCARE CAPITAL MANAGEMENT LLC History Closed out 0 0 0.0% -400 -100.0% Q1 2014 May 13, 2014
NICHOLAS CO INC /WI History Closed out 0 0 0.0% -300 -100.0% Q1 2014 May 12, 2014
CLS Investments, LLC History Closed out 0 0 0.0% -245 -100.0% Q1 2014 May 13, 2014
MASSMUTUAL TRUST CO FSB/ADV History Closed out 0 0 0.01% -225 -100.0% Q1 2014 May 15, 2014
WOLVERINE ASSET MANAGEMENT LLC History Closed out 0 0 0.0% -220 -100.0% Q1 2014 May 14, 2014
MACROVIEW INVESTMENT MANAGEMENT LLC History Closed out 0 0 0.01% -120 -100.0% Q1 2014 Apr 30, 2014
Hanson & Doremus Investment Management History Closed out 0 0 0.0% -101 -100.0% Q1 2014 Apr 30, 2014
WHITE BAY PT LLC History Closed out 0 0 0.0% -100 -100.0% Q1 2014 Apr 17, 2014
CARDEROCK CAPITAL MANAGEMENT INC History Closed out 0 0 0.0% -75 -100.0% Q1 2014 May 09, 2014
Nelson, Van Denburg & Campbell Wealth Management Group, LLC History Closed out 0 0 0.0% -60 -100.0% Q1 2014 May 14, 2014
Li Winifred I History Closed out 0 0 0.0% -38 -100.0% Q1 2014 Jun 18, 2014