0001140361-15-017711.txt : 20150505 0001140361-15-017711.hdr.sgml : 20150505 20150505164147 ACCESSION NUMBER: 0001140361-15-017711 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20150331 FILED AS OF DATE: 20150505 DATE AS OF CHANGE: 20150505 EFFECTIVENESS DATE: 20150505 FILER: COMPANY DATA: COMPANY CONFORMED NAME: PINNACLE FINANCIAL PARTNERS INC CENTRAL INDEX KEY: 0001115055 STANDARD INDUSTRIAL CLASSIFICATION: NATIONAL COMMERCIAL BANKS [6021] IRS NUMBER: 621812853 STATE OF INCORPORATION: TN FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-12761 FILM NUMBER: 15833591 BUSINESS ADDRESS: STREET 1: 150 THIRD AVENUE SOUTH STREET 2: SUITE 900 CITY: NASHVILLE STATE: TN ZIP: 37201 BUSINESS PHONE: 6157443700 MAIL ADDRESS: STREET 1: 150 THIRD AVENUE SOUTH STREET 2: SUITE 900 CITY: NASHVILLE STATE: TN ZIP: 37201 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001115055 XXXXXXXX 03-31-2015 03-31-2015 PINNACLE FINANCIAL PARTNERS INC
150 THIRD AVENUE SOUTH SUITE 900 NASHVILLE TN 37201
13F HOLDINGS REPORT 028-12761 N
Harold R. Carpenter Chief Financial Officer 615-744-3742 /s/ Harold R. Carpenter Nashville TN 05-05-2015 0 349 298845 false
INFORMATION TABLE 2 form13fInfoTable.xml ABBOTT LABS COM 002824100 241 5203 SH SOLE 5203 0 0 ABBVIE INC COM 00287Y109 87 1483 SH OTR 1483 0 0 ABBVIE INC COM 00287Y109 2413 41229 SH SOLE 40829 0 400 AFLAC INC COM 001055102 17 261 SH OTR 261 0 0 AFLAC INC COM 001055102 215 3354 SH SOLE 3354 0 0 AKAMAI TECHNOLOGIES INC COM 00971T101 448 6305 SH SOLE 6305 0 0 AKORN INC COM 009728106 268 5640 SH SOLE 5640 0 0 ALPS ETF TR ALERIAN MLP 00162Q866 49 2984 SH OTR 2984 0 0 ALPS ETF TR ALERIAN MLP 00162Q866 2717 163957 SH SOLE 158775 0 5182 ALTRIA GROUP INC COM 02209S103 43 862 SH OTR 862 0 0 ALTRIA GROUP INC COM 02209S103 1490 29795 SH SOLE 27695 0 2100 AMAZON COM INC COM 023135106 67 179 SH OTR 179 0 0 AMAZON COM INC COM 023135106 4545 12213 SH SOLE 11436 0 777 AMERICAN ELEC PWR INC COM 025537101 22 398 SH OTR 398 0 0 AMERICAN ELEC PWR INC COM 025537101 740 13149 SH SOLE 12799 0 350 AMERICAN EXPRESS CO COM 025816109 71 913 SH OTR 913 0 0 AMERICAN EXPRESS CO COM 025816109 2761 35345 SH SOLE 32435 0 2910 AMERICAN TOWER CORP NEW COM 03027X100 32 343 SH OTR 343 0 0 AMERICAN TOWER CORP NEW COM 03027X100 2994 31799 SH SOLE 29024 0 2775 AMGEN INC COM 031162100 25 159 SH OTR 159 0 0 AMGEN INC COM 031162100 3227 20187 SH SOLE 18373 0 1814 APACHE CORP COM 037411105 3 52 SH SOLE 52 0 0 APPLE INC COM 037833100 217 1744 SH OTR 1744 0 0 APPLE INC COM 037833100 7186 57748 SH SOLE 55345 0 2403 ASTRAZENECA PLC SPONSORED ADR 046353108 65 946 SH OTR 946 0 0 ASTRAZENECA PLC SPONSORED ADR 046353108 1165 17016 SH SOLE 16626 0 390 AT&T INC COM 00206R102 329 10082 SH OTR 10082 0 0 AT&T INC COM 00206R102 2414 73914 SH SOLE 72396 0 1518 AVALONBAY CMNTYS INC COM 053484101 17 100 SH OTR 100 0 0 AVALONBAY CMNTYS INC COM 053484101 369 2115 SH SOLE 1990 0 125 BAIDU INC SPON ADR REP A 056752108 412 1975 SH SOLE 1975 0 0 BANK MONTREAL QUE COM 063671101 37 611 SH OTR 611 0 0 BANK MONTREAL QUE COM 063671101 827 13797 SH SOLE 13547 0 250 BARCLAYS BANK PLC SP ADR 7.1%PF3 06739H776 207 8000 SH SOLE 8000 0 0 BAXTER INTL INC COM 071813109 1 0 SH SOLE 0 0 0 BECTON DICKINSON & CO COM 075887109 6 40 SH SOLE 40 0 0 BERKSHIRE HATHAWAY INC DEL CL A 084670108 218 1 SH SOLE 1 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 501 3476 SH SOLE 2676 0 800 BIOGEN INC COM 09062X103 665 1576 SH SOLE 1576 0 0 BLACKSTONE GROUP L P COM UNIT LTD 09253U108 486 12485 SH SOLE 12485 0 0 BOEING CO COM 097023105 20 132 SH OTR 132 0 0 BOEING CO COM 097023105 878 5853 SH SOLE 5853 0 0 BP PLC SPONSORED ADR 055622104 12 306 SH OTR 306 0 0 BP PLC SPONSORED ADR 055622104 434 11099 SH SOLE 10799 0 300 BRISTOL MYERS SQUIBB CO COM 110122108 1263 19589 SH SOLE 19139 0 450 BUFFALO WILD WINGS INC COM 119848109 255 1405 SH SOLE 1405 0 0 CA INC COM 12673P105 7 226 SH OTR 226 0 0 CA INC COM 12673P105 329 10066 SH SOLE 10066 0 0 CAPITAL ONE FINL CORP COM 14040H105 32 407 SH OTR 407 0 0 CAPITAL ONE FINL CORP COM 14040H105 2894 36711 SH SOLE 34044 0 2667 CATERPILLAR INC DEL COM 149123101 24 300 SH OTR 300 0 0 CATERPILLAR INC DEL COM 149123101 583 7285 SH SOLE 7110 0 175 CAVIUM INC COM 14964U108 263 3715 SH SOLE 3715 0 0 CDN IMPERIAL BK COMM TORONTO COM 136069101 16 217 SH OTR 217 0 0 CDN IMPERIAL BK COMM TORONTO COM 136069101 687 9479 SH SOLE 9279 0 200 CELGENE CORP COM 151020104 554 4804 SH SOLE 4804 0 0 CERNER CORP COM 156782104 295 4025 SH SOLE 4025 0 0 CHEVRON CORP NEW COM 166764100 62 591 SH OTR 591 0 0 CHEVRON CORP NEW COM 166764100 2030 19337 SH SOLE 19187 0 150 CHIPOTLE MEXICAN GRILL INC COM 169656105 398 612 SH SOLE 612 0 0 CHUBB CORP COM 171232101 44 433 SH OTR 433 0 0 CHUBB CORP COM 171232101 1869 18491 SH SOLE 17119 0 1372 CISCO SYS INC COM 17275R102 460 16728 SH SOLE 15728 0 1000 COCA COLA CO COM 191216100 36 895 SH OTR 895 0 0 COCA COLA CO COM 191216100 2825 69661 SH SOLE 68786 0 875 COLGATE PALMOLIVE CO COM 194162103 33 472 SH OTR 472 0 0 COLGATE PALMOLIVE CO COM 194162103 1435 20691 SH SOLE 18617 0 2074 CONOCOPHILLIPS COM 20825C104 88 1407 SH OTR 1407 0 0 CONOCOPHILLIPS COM 20825C104 3508 56348 SH SOLE 52671 0 3677 CORNING INC COM 219350105 293 12920 SH SOLE 12920 0 0 COSTCO WHSL CORP NEW COM 22160K105 33 215 SH OTR 215 0 0 COSTCO WHSL CORP NEW COM 22160K105 1254 8280 SH SOLE 7534 0 746 CVS HEALTH CORP COM 126650100 38 367 SH OTR 367 0 0 CVS HEALTH CORP COM 126650100 3456 33480 SH SOLE 30852 0 2628 DEERE & CO COM 244199105 38 431 SH OTR 431 0 0 DEERE & CO COM 244199105 873 9953 SH SOLE 8967 0 986 DIAMOND OFFSHORE DRILLING IN COM 25271C102 5 200 SH OTR 200 0 0 DIAMOND OFFSHORE DRILLING IN COM 25271C102 456 17028 SH SOLE 16946 0 82 DISCOVER FINL SVCS COM 254709108 6 110 SH SOLE 110 0 0 DISNEY WALT CO COM DISNEY 254687106 28 268 SH OTR 268 0 0 DISNEY WALT CO COM DISNEY 254687106 2995 28554 SH SOLE 25108 0 3446 DOMINION RES INC VA NEW COM 25746U109 407 5741 SH SOLE 5281 0 460 DOUBLELINE OPPORTUNISTIC CR COM 258623107 9 378 SH SOLE 0 0 378 DR PEPPER SNAPPLE GROUP INC COM 26138E109 17 215 SH OTR 215 0 0 DR PEPPER SNAPPLE GROUP INC COM 26138E109 1418 18064 SH SOLE 15862 0 2202 DU PONT E I DE NEMOURS & CO COM 263534109 21 292 SH OTR 292 0 0 DU PONT E I DE NEMOURS & CO COM 263534109 1781 24920 SH SOLE 24720 0 200 DUKE ENERGY CORP NEW COM NEW 26441C204 60 786 SH OTR 786 0 0 DUKE ENERGY CORP NEW COM NEW 26441C204 1645 21425 SH SOLE 21078 0 347 E M C CORP MASS COM 268648102 42 1641 SH OTR 1641 0 0 E M C CORP MASS COM 268648102 2724 106575 SH SOLE 98051 0 8524 EATON CORP PLC SHS G29183103 14 211 SH OTR 211 0 0 EATON CORP PLC SHS G29183103 626 9218 SH SOLE 9018 0 200 EBAY INC COM 278642103 31 533 SH OTR 533 0 0 EBAY INC COM 278642103 2318 40189 SH SOLE 36632 0 3557 ECOLAB INC COM 278865100 9 82 SH OTR 82 0 0 ECOLAB INC COM 278865100 943 8242 SH SOLE 7370 0 872 ELECTRONIC ARTS INC COM 285512109 15 260 SH SOLE 260 0 0 ENSCO PLC SHS CLASS A G3157S106 7 351 SH OTR 351 0 0 ENSCO PLC SHS CLASS A G3157S106 631 29970 SH SOLE 26400 0 3570 ENTERPRISE PRODS PARTNERS L COM 293792107 600 18215 SH SOLE 18215 0 0 ENVESTNET INC COM 29404K106 211 3770 SH SOLE 3770 0 0 EPAM SYS INC COM 29414B104 225 3675 SH SOLE 3675 0 0 EXPRESS SCRIPTS HLDG CO COM 30219G108 4 50 SH OTR 50 0 0 EXPRESS SCRIPTS HLDG CO COM 30219G108 1157 13333 SH SOLE 13333 0 0 EXXON MOBIL CORP COM 30231G102 4 50 SH OTR 50 0 0 EXXON MOBIL CORP COM 30231G102 5092 59906 SH SOLE 58775 0 1131 FACEBOOK INC CL A 30303M102 8 100 SH OTR 100 0 0 FACEBOOK INC CL A 30303M102 480 5840 SH SOLE 5840 0 0 1ST SOURCE CORP COM 336901103 209 6500 SH SOLE 6500 0 0 FIRST TR EXCHANGE TRADED FD HLTH CARE ALPH 33734X143 30 450 SH SOLE 450 0 0 FLEETCOR TECHNOLOGIES INC COM 339041105 238 1580 SH SOLE 1580 0 0 FLUOR CORP NEW COM 343412102 14 250 SH OTR 250 0 0 FLUOR CORP NEW COM 343412102 1892 33091 SH SOLE 30538 0 2553 FRANKLIN FINL NETWORK INC COM 35352P104 201 9582 SH SOLE 9582 0 0 FREEPORT-MCMORAN INC CL B 35671D857 11 590 SH OTR 590 0 0 FREEPORT-MCMORAN INC CL B 35671D857 730 38546 SH SOLE 35865 0 2681 GARMIN LTD SHS H2906T109 17 357 SH OTR 357 0 0 GARMIN LTD SHS H2906T109 530 11156 SH SOLE 11156 0 0 GARTNER INC COM 366651107 207 2465 SH SOLE 2465 0 0 GENERAL ELECTRIC CO COM 369604103 94 3782 SH OTR 3782 0 0 GENERAL ELECTRIC CO COM 369604103 4099 165215 SH SOLE 156024 0 9191 GENTHERM INC COM 37253A103 214 4230 SH SOLE 4230 0 0 GENUINE PARTS CO COM 372460105 42 447 SH OTR 447 0 0 GENUINE PARTS CO COM 372460105 1432 15372 SH SOLE 15372 0 0 GILEAD SCIENCES INC COM 375558103 30 301 SH OTR 301 0 0 GILEAD SCIENCES INC COM 375558103 2361 24057 SH SOLE 22346 0 1711 GOOGLE INC CL A 38259P508 51 92 SH OTR 92 0 0 GOOGLE INC CL A 38259P508 2870 5175 SH SOLE 4825 0 350 GOOGLE INC CL C 38259P706 8 14 SH OTR 14 0 0 GOOGLE INC CL C 38259P706 1462 2669 SH SOLE 2367 0 302 GOVERNMENT PPTYS INCOME TR COM SHS BEN INT 38376A103 32 1400 SH OTR 1400 0 0 GOVERNMENT PPTYS INCOME TR COM SHS BEN INT 38376A103 377 16496 SH SOLE 16346 0 150 GRUBHUB INC COM 400110102 622 13710 SH SOLE 13710 0 0 HALLIBURTON CO COM 406216101 35 798 SH OTR 798 0 0 HALLIBURTON CO COM 406216101 1510 34424 SH SOLE 30316 0 4108 HCA HOLDINGS INC COM 40412C101 32 424 SH OTR 424 0 0 HCA HOLDINGS INC COM 40412C101 5406 71863 SH SOLE 66922 0 4941 HEALTH CARE REIT INC COM 42217K106 8 100 SH OTR 100 0 0 HEALTH CARE REIT INC COM 42217K106 280 3620 SH SOLE 3270 0 350 HEALTHSTREAM INC COM 42222N103 839 33303 SH SOLE 33303 0 0 HOME DEPOT INC COM 437076102 22 190 SH OTR 190 0 0 HOME DEPOT INC COM 437076102 503 4430 SH SOLE 4430 0 0 HONEYWELL INTL INC COM 438516106 69 663 SH OTR 663 0 0 HONEYWELL INTL INC COM 438516106 4261 40855 SH SOLE 38085 0 2770 ICON PLC SHS G4705A100 232 3291 SH SOLE 3291 0 0 INTEL CORP COM 458140100 117 3730 SH OTR 3730 0 0 INTEL CORP COM 458140100 3748 119862 SH SOLE 114060 0 5802 INTERNATIONAL BUSINESS MACHS COM 459200101 46 286 SH OTR 286 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 3154 19649 SH SOLE 18439 0 1210 INTL PAPER CO COM 460146103 296 5340 SH SOLE 5340 0 0 ISHARES MSCI BRZ CAP ETF 464286400 4 128 SH SOLE 128 0 0 ISHARES TR SELECT DIVID ETF 464287168 29 375 SH OTR 375 0 0 ISHARES TR SELECT DIVID ETF 464287168 1857 23831 SH SOLE 23831 0 0 ISHARES TR CORE S&P500 ETF 464287200 394 1896 SH SOLE 1896 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 53 1309 SH OTR 1309 0 0 ISHARES TR MSCI EMG MKT ETF 464287234 2820 70265 SH SOLE 66002 0 4263 ISHARES TR S&P 500 GRWT ETF 464287309 828 7267 SH SOLE 7267 0 0 ISHARES TR S&P 500 VAL ETF 464287408 753 8135 SH SOLE 8135 0 0 ISHARES TR MSCI EAFE ETF 464287465 196 3054 SH OTR 3054 0 0 ISHARES TR MSCI EAFE ETF 464287465 7394 115233 SH SOLE 112375 0 2858 ISHARES TR RUS MD CP GR ETF 464287481 23 236 SH OTR 236 0 0 ISHARES TR RUS MD CP GR ETF 464287481 479 4890 SH SOLE 4890 0 0 ISHARES TR CORE S&P MCP ETF 464287507 90 593 SH OTR 593 0 0 ISHARES TR CORE S&P MCP ETF 464287507 2929 19272 SH SOLE 19272 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 1846 18661 SH SOLE 18661 0 0 ISHARES TR RUS 2000 VAL ETF 464287630 891 8634 SH SOLE 8634 0 0 ISHARES TR RUS 2000 GRW ETF 464287648 114 750 SH SOLE 750 0 0 ISHARES TR S&P MC 400VL ETF 464287705 1418 10830 SH SOLE 10830 0 0 ISHARES TR U.S. TELECOM ETF 464287713 208 6892 SH SOLE 6892 0 0 ISHARES TR U.S. REAL ES ETF 464287739 18 233 SH OTR 233 0 0 ISHARES TR U.S. REAL ES ETF 464287739 1227 15466 SH SOLE 15216 0 250 ISHARES TR CORE S&P SCP ETF 464287804 147 1247 SH OTR 1247 0 0 ISHARES TR CORE S&P SCP ETF 464287804 3469 29388 SH SOLE 29388 0 0 ISHARES TR SP SMCP600VL ETF 464287879 1082 9102 SH SOLE 9102 0 0 ISHARES TR SP SMCP600GR ETF 464287887 29 225 SH OTR 225 0 0 ISHARES TR SP SMCP600GR ETF 464287887 3100 23816 SH SOLE 23816 0 0 ISHARES U.S. PFD STK ETF 464288687 644 16065 SH SOLE 16065 0 0 ISHARES US REGNL BKS ETF 464288778 14 399 SH OTR 399 0 0 ISHARES US REGNL BKS ETF 464288778 1251 35899 SH SOLE 32502 0 3397 ISHARES EAFE VALUE ETF 464288877 31 585 SH OTR 585 0 0 ISHARES EAFE VALUE ETF 464288877 449 8420 SH SOLE 8420 0 0 ISHARES EAFE GRWTH ETF 464288885 26 372 SH OTR 372 0 0 ISHARES EAFE GRWTH ETF 464288885 376 5361 SH SOLE 5361 0 0 ISHARES S&P GSCI COMMODITY I UNIT BEN INT 46428R107 312 15982 SH SOLE 15982 0 0 ISHARES TR MRNGSTR INC ETF 46432F875 1104 42680 SH SOLE 42680 0 0 JARDEN CORP COM 471109108 28 531 SH OTR 531 0 0 JARDEN CORP COM 471109108 1333 25195 SH SOLE 21601 0 3594 JAZZ PHARMACEUTICALS PLC SHS USD G50871105 763 4416 SH SOLE 4416 0 0 JOHNSON & JOHNSON COM 478160104 10 100 SH OTR 100 0 0 JOHNSON & JOHNSON COM 478160104 3634 36122 SH SOLE 35122 0 1000 JPMORGAN CHASE & CO COM 46625H100 91 1500 SH OTR 1500 0 0 JPMORGAN CHASE & CO COM 46625H100 3855 63632 SH SOLE 60870 0 2762 JPMORGAN CHASE & CO ALERIAN ML ETN 46625H365 240 5601 SH SOLE 5601 0 0 KIMBERLY CLARK CORP COM 494368103 21 200 SH OTR 200 0 0 KIMBERLY CLARK CORP COM 494368103 225 2101 SH SOLE 1601 0 500 KINDER MORGAN INC DEL COM 49456B101 80 1892 SH OTR 1892 0 0 KINDER MORGAN INC DEL COM 49456B101 136 3248 SH SOLE 2581 0 667 KRAFT FOODS GROUP INC COM 50076Q106 101 1165 SH OTR 1165 0 0 KRAFT FOODS GROUP INC COM 50076Q106 4051 46492 SH SOLE 43701 0 2791 LAS VEGAS SANDS CORP COM 517834107 44 807 SH OTR 807 0 0 LAS VEGAS SANDS CORP COM 517834107 1870 33962 SH SOLE 30790 0 3172 LAUDER ESTEE COS INC COM 518439104 420 5055 SH SOLE 5055 0 0 LILLY ELI & CO COM 532457108 48 667 SH OTR 667 0 0 LILLY ELI & CO COM 532457108 2970 40885 SH SOLE 38238 0 2647 LINCOLN NATL CORP IND COM 534187109 600 10450 SH SOLE 10450 0 0 LITHIA MTRS INC CL A 536797103 217 2180 SH SOLE 2180 0 0 LOCKHEED MARTIN CORP COM 539830109 24 120 SH OTR 120 0 0 LOCKHEED MARTIN CORP COM 539830109 919 4527 SH SOLE 4527 0 0 MAIDEN HOLDINGS LTD SHS G5753U112 256 17230 SH SOLE 17230 0 0 MARATHON OIL CORP COM 565849106 12 444 SH OTR 444 0 0 MARATHON OIL CORP COM 565849106 1182 45253 SH SOLE 40820 0 4433 MASTERCARD INC CL A 57636Q104 677 7840 SH SOLE 7840 0 0 MAXIMUS INC COM 577933104 378 5655 SH SOLE 5655 0 0 MCDONALDS CORP COM 580135101 14 141 SH OTR 141 0 0 MCDONALDS CORP COM 580135101 770 7898 SH SOLE 7898 0 0 MCKESSON CORP COM 58155Q103 223 985 SH SOLE 985 0 0 MEDTRONIC PLC SHS G5960L103 14 182 SH SOLE 0 0 182 MERCK & CO INC NEW COM 58933Y105 592 10298 SH SOLE 10298 0 0 MICROCHIP TECHNOLOGY INC COM 595017104 13 275 SH OTR 275 0 0 MICROCHIP TECHNOLOGY INC COM 595017104 497 10150 SH SOLE 10150 0 0 MICRON TECHNOLOGY INC COM 595112103 332 12240 SH SOLE 12240 0 0 MICROSOFT CORP COM 594918104 188 4614 SH OTR 4614 0 0 MICROSOFT CORP COM 594918104 3590 88309 SH SOLE 81413 0 6896 MONDELEZ INTL INC CL A 609207105 32 890 SH OTR 890 0 0 MONDELEZ INTL INC CL A 609207105 1424 39467 SH SOLE 34270 0 5197 MONSTER BEVERAGE CORP COM 611740101 5 35 SH OTR 35 0 0 MONSTER BEVERAGE CORP COM 611740101 510 3683 SH SOLE 3267 0 416 NATIONAL HEALTH INVS INC COM 63633D104 13 181 SH OTR 181 0 0 NATIONAL HEALTH INVS INC COM 63633D104 1585 22319 SH SOLE 22319 0 0 NATIONAL HEALTHCARE CORP COM 635906100 470 7375 SH SOLE 7375 0 0 NATIONAL HEALTHCARE CORP PFD CONV SER A 635906209 269 16992 SH SOLE 16992 0 0 NATIONAL OILWELL VARCO INC COM 637071101 53 1068 SH OTR 1068 0 0 NATIONAL OILWELL VARCO INC COM 637071101 1644 32889 SH SOLE 30351 0 2538 NIKE INC CL B 654106103 19 193 SH OTR 193 0 0 NIKE INC CL B 654106103 1069 10656 SH SOLE 10656 0 0 NORFOLK SOUTHERN CORP COM 655844108 227 2208 SH SOLE 2208 0 0 NOW INC COM 67011P100 29 1348 SH SOLE 812 0 536 OLD DOMINION FGHT LINES INC COM 679580100 216 2790 SH SOLE 2790 0 0 ORACLE CORP COM 68389X105 67 1562 SH OTR 1562 0 0 ORACLE CORP COM 68389X105 3660 84815 SH SOLE 77679 0 7136 PALO ALTO NETWORKS INC COM 697435105 326 2230 SH SOLE 2230 0 0 PAREXEL INTL CORP COM 699462107 278 4035 SH SOLE 4035 0 0 PAYCHEX INC COM 704326107 353 7122 SH SOLE 7122 0 0 PEPSICO INC COM 713448108 19 196 SH OTR 196 0 0 PEPSICO INC COM 713448108 3150 32940 SH SOLE 31215 0 1725 PEREGRINE PHARMACEUTICALS IN COM NEW 713661304 27 20000 SH OTR 20000 0 0 PFIZER INC COM 717081103 22 624 SH OTR 624 0 0 PFIZER INC COM 717081103 1490 42829 SH SOLE 30829 0 12000 PHILIP MORRIS INTL INC COM 718172109 552 7322 SH SOLE 5857 0 1465 PINNACLE FINL PARTNERS INC COM 72346Q104 9639 216801 SH SOLE 818 3805 212178 PLUM CREEK TIMBER CO INC COM 729251108 30 687 SH OTR 687 0 0 PLUM CREEK TIMBER CO INC COM 729251108 630 14481 SH SOLE 14481 0 0 POLARIS INDS INC COM 731068102 512 3631 SH SOLE 3631 0 0 PROCTER & GAMBLE CO COM 742718109 77 943 SH OTR 943 0 0 PROCTER & GAMBLE CO COM 742718109 3855 47053 SH SOLE 45371 0 1682 PRUDENTIAL FINL INC COM 744320102 81 1011 SH OTR 1011 0 0 PRUDENTIAL FINL INC COM 744320102 3247 40430 SH SOLE 37821 0 2609 QUALCOMM INC COM 747525103 86 1240 SH OTR 1240 0 0 QUALCOMM INC COM 747525103 3765 54292 SH SOLE 50547 0 3745 QUANTA SVCS INC COM 74762E102 33 1169 SH OTR 1169 0 0 QUANTA SVCS INC COM 74762E102 1713 60049 SH SOLE 54716 0 5333 REGENERON PHARMACEUTICALS COM 75886F107 419 928 SH SOLE 928 0 0 REGIONS FINL CORP NEW COM 7591EP100 281 29675 SH SOLE 29675 0 0 ROSS STORES INC COM 778296103 658 6245 SH SOLE 6245 0 0 ROYAL DUTCH SHELL PLC SPON ADR B 780259107 27 437 SH OTR 437 0 0 ROYAL DUTCH SHELL PLC SPON ADR B 780259107 860 13722 SH SOLE 13722 0 0 SCANA CORP NEW COM 80589M102 22 404 SH OTR 404 0 0 SCANA CORP NEW COM 80589M102 896 16299 SH SOLE 16299 0 0 SCHLUMBERGER LTD COM 806857108 19 225 SH OTR 225 0 0 SCHLUMBERGER LTD COM 806857108 1557 18659 SH SOLE 17461 0 1198 SEAGATE TECHNOLOGY PLC SHS G7945M107 51 975 SH OTR 975 0 0 SEAGATE TECHNOLOGY PLC SHS G7945M107 1388 26674 SH SOLE 26349 0 325 SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 21 424 SH OTR 424 0 0 SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 322 6599 SH SOLE 6599 0 0 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 27 360 SH OTR 360 0 0 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 367 4865 SH SOLE 4865 0 0 SELECT SECTOR SPDR TR SBI INT-ENERGY 81369Y506 3 42 SH OTR 42 0 0 SELECT SECTOR SPDR TR SBI INT-ENERGY 81369Y506 674 8693 SH SOLE 8693 0 0 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 17 300 SH SOLE 300 0 0 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 3 69 SH SOLE 69 0 0 SEMPRA ENERGY COM 816851109 736 6750 SH SOLE 6750 0 0 SERVICESOURCE INTL LLC COM 81763U100 50 16000 SH SOLE 16000 0 0 SIGMA ALDRICH CORP COM 826552101 1529 11061 SH SOLE 11061 0 0 SIGNATURE BK NEW YORK N Y COM 82669G104 269 2075 SH SOLE 2075 0 0 SKECHERS U S A INC CL A 830566105 234 3255 SH SOLE 3255 0 0 SKYWORKS SOLUTIONS INC COM 83088M102 308 3130 SH SOLE 3130 0 0 SNAP ON INC COM 833034101 486 3305 SH SOLE 3305 0 0 SOUTHERN CO COM 842587107 62 1395 SH OTR 1395 0 0 SOUTHERN CO COM 842587107 1783 40263 SH SOLE 39863 0 400 SOUTHWEST AIRLS CO COM 844741108 10 230 SH SOLE 230 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 5258 25467 SH SOLE 25467 0 0 SPDR GOLD TRUST GOLD SHS 78463V107 214 1883 SH SOLE 1883 0 0 SPDR SERIES TRUST S&P 600 SMCP GRW 78464A201 25 134 SH OTR 134 0 0 SPDR SERIES TRUST S&P 600 SMCP GRW 78464A201 1113 5898 SH SOLE 5195 0 703 SPDR SERIES TRUST S&P 600 SMCP VAL 78464A300 32 298 SH OTR 298 0 0 SPDR SERIES TRUST S&P 600 SMCP VAL 78464A300 1038 9688 SH SOLE 8988 0 700 SPDR SERIES TRUST DJ REIT ETF 78464A607 604 6385 SH SOLE 6385 0 0 SPDR DOW JONES INDL AVRG ETF UT SER 1 78467X109 359 2020 SH SOLE 2020 0 0 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 1049 3783 SH SOLE 3783 0 0 SPECTRA ENERGY PARTNERS LP COM 847560109 579 16010 SH SOLE 15285 0 725 SPIRIT AIRLS INC COM 848577102 216 2790 SH SOLE 2790 0 0 STARBUCKS CORP COM 855244109 9 100 SH OTR 100 0 0 STARBUCKS CORP COM 855244109 413 4358 SH SOLE 4358 0 0 SUN LIFE FINL INC COM 866796105 201 6510 SH SOLE 6510 0 0 SUNTRUST BKS INC COM 867914103 960 23362 SH SOLE 23362 0 0 SYSCO CORP COM 871829107 384 10167 SH SOLE 9292 0 875 TARGET CORP COM 87612E106 54 663 SH OTR 663 0 0 TARGET CORP COM 87612E106 2635 32106 SH SOLE 29422 0 2684 TEXAS INSTRS INC COM 882508104 276 4824 SH SOLE 4824 0 0 TEXTAINER GROUP HOLDINGS LTD SHS G8766E109 31 1038 SH OTR 1038 0 0 TEXTAINER GROUP HOLDINGS LTD SHS G8766E109 950 31657 SH SOLE 30857 0 800 TJX COS INC NEW COM 872540109 508 7247 SH SOLE 7247 0 0 TYSON FOODS INC CL A 902494103 6 150 SH SOLE 150 0 0 UBS AG JERSEY BRH ALERIAN INFRST 902641646 354 9337 SH SOLE 9337 0 0 UGI CORP NEW COM 902681105 241 7380 SH SOLE 7380 0 0 UMPQUA HLDGS CORP COM 904214103 206 11990 SH SOLE 11990 0 0 UNDER ARMOUR INC CL A 904311107 1098 13600 SH SOLE 13600 0 0 UNION PAC CORP COM 907818108 22 200 SH OTR 200 0 0 UNION PAC CORP COM 907818108 3397 31367 SH SOLE 29283 0 2084 UNITED PARCEL SERVICE INC CL B 911312106 202 2083 SH SOLE 1783 0 300 UNITED TECHNOLOGIES CORP COM 913017109 57 486 SH OTR 486 0 0 UNITED TECHNOLOGIES CORP COM 913017109 3257 27787 SH SOLE 26119 0 1668 UNITEDHEALTH GROUP INC COM 91324P102 65 553 SH OTR 553 0 0 UNITEDHEALTH GROUP INC COM 91324P102 4791 40504 SH SOLE 37400 0 3104 VALERO ENERGY CORP NEW COM 91913Y100 8 119 SH SOLE 119 0 0 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 781 19597 SH SOLE 19597 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 100 2438 SH OTR 2438 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 1874 45845 SH SOLE 45845 0 0 VANGUARD INDEX FDS REIT ETF 922908553 221 2627 SH SOLE 2627 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 769 7167 SH SOLE 7167 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 50 1020 SH OTR 1020 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 3028 62271 SH SOLE 61216 0 1055 VIPSHOP HLDGS LTD SPONSORED ADR 92763W103 562 19100 SH SOLE 19100 0 0 VISA INC COM CL A 92826C839 49 756 SH OTR 756 0 0 VISA INC COM CL A 92826C839 2523 38561 SH SOLE 34933 0 3628 WAL-MART STORES INC COM 931142103 408 4961 SH SOLE 4961 0 0 WASTE MGMT INC DEL COM 94106L109 23 417 SH OTR 417 0 0 WASTE MGMT INC DEL COM 94106L109 998 18400 SH SOLE 18400 0 0 WELLS FARGO & CO NEW COM 949746101 103 1898 SH OTR 1898 0 0 WELLS FARGO & CO NEW COM 949746101 4187 76980 SH SOLE 72958 0 4022 WESTERN GAS PARTNERS LP COM UNIT LP IN 958254104 279 4230 SH SOLE 4230 0 0 WHITEWAVE FOODS CO COM 966244105 216 4870 SH SOLE 4870 0 0 WHOLE FOODS MKT INC COM 966837106 39 748 SH OTR 748 0 0 WHOLE FOODS MKT INC COM 966837106 1929 37043 SH SOLE 34497 0 2546 WISDOMTREE TR TOTAL DIVID FD 97717W109 15 200 SH SOLE 200 0 0 W P CAREY INC COM 92936U109 247 3631 SH SOLE 3631 0 0 YUM BRANDS INC COM 988498101 59 750 SH OTR 750 0 0 YUM BRANDS INC COM 988498101 2258 28679 SH SOLE 26089 0 2590