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Institutional Investment Manager
Annex Advisory Services, LLC
Annex Advisory Services, LLC (CIK: 0001542287) incorporated in Wisconsin, located at 17950 W. Corporate Drive, Brookfield, WI. Institutional holdings reported to the SEC.

Institutional Holdings (2016Q4)
Original 13F HR (0001062993-17-000822) filed in 2017.02.14
#
Name
Shares
Value ($)
%
Options
Notes
1 Mad Catz Interactive 15,000 2 0.00%
2 ENSYNC INC 20,000 14 0.00%
3 KELSO TECHNOLOGIES INC 17,000 16 0.00%
4 CREDIT SUISSE ASSET MGMT INC 12,185 39 0.01%
5 MAXWELL TECHNOLOGIES INC 10,000 51 0.01%
6 NUVEEN AMT FREE MUN CR INC F 10,567 153 0.04%
7 ROADRUNNER TRANSHOLDINGS INC 18,987 197 0.05%
8 COCA COLA CO 4,961 206 0.05%
9 VANGUARD INDEX FDS 1,865 208 0.05%
10 ISHARES TR 7,493 221 0.05%
11 ISHARES TR 1,859 224 0.05%
12 ISHARES TR 1,750 236 0.06%
13 MGE ENERGY INC 3,629 237 0.06%
14 BOEING CO 1,523 237 0.06%
15 BAXTER INTL INC 5,344 237 0.06%
16 SPDR DOW JONES INDL AVRG ETF 1,224 242 0.06%
17 GLOBAL PMTS INC 3,521 244 0.06%
18 GILEAD SCIENCES INC 4,029 289 0.07%
19 BERKSHIRE HATHAWAY INC DEL 1,783 291 0.07%
20 SCHWAB U.S. BROAD MARKET ETF 5,471 296 0.07%
21 INTERNATIONAL BUSINESS MACHS 1,834 304 0.07%
22 WELLS FARGO & CO NEW 5,677 313 0.08%
23 POWERSHARES QQQ TRUST 2,677 317 0.08%
24 ISHARES TR 3,617 320 0.08%
25 HANCOCK JOHN PFD INCOME FD 16,382 333 0.08%
26 PHILIP MORRIS INTL INC 3,695 338 0.08%
27 VANGUARD WHITEHALL FDS 4,467 338 0.08%
28 JOHNSON & JOHNSON 3,013 347 0.08%
29 ISHARES RUSSELL 1000 ETF 2,838 353 0.09%
30 SPDR SER TR 4,126 353 0.09%
31 SELECT SECTOR SPDR TR 7,567 366 0.09%
32 WALGREENS BOOTS ALLIANCE INC 4,602 381 0.09%
33 POWERSHARES ETF TR II 9,289 386 0.09%
34 HANCOCK JOHN PFD INCOME FD I 21,950 389 0.09%
35 ISHARES RUSSELL 2000 GROWTH ETF 2,674 412 0.10%
36 UNITEDHEALTH GROUP INC 2,716 435 0.11%
37 WISDOMTREE TR 5,985 481 0.12%
38 ABBOTT LABS 12,684 487 0.12%
39 NETAPP INC 14,081 497 0.12%
40 PIMCO ETF TR 5,301 537 0.13%
41 ISHARES TR 6,637 546 0.13%
42 PEPSICO INC 5,269 551 0.13%
43 MOODYS CORP 5,884 555 0.13%
44 GENERAL ELECTRIC CO 17,692 559 0.14%
45 EATON CORP PLC 8,399 563 0.14%
46 TRAVELERS COMPANIES INC 4,661 571 0.14%
47 ALLIANT ENERGY CORP 15,154 574 0.14%
48 RAYTHEON CO 4,133 587 0.14%
49 LYONDELLBASELL INDUSTRIES N 7,149 613 0.15%
50 INTL PAPER CO 11,621 617 0.15%
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