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AMT

Name Holding Trade Value Shares
Change 		Change in
Stake
DWS
2001
Dynamic Wealth Strategies
California
– -$38K -162 Closed
RA
2002
Rational Advisors
New York
– -$31.2K -134 Closed
SIC
2003
SJS Investment Consulting
Ohio
– -$17.2K -74 Closed
NFA
2004
Northwest Financial Advisors
Virginia
– -$16.4K -70 Closed
PP
2005
Pingora Partners
Wyoming
– -$15.1K -65 Closed
4FG
2006
4Thought Financial Group
New York
– -$12.1K -52 Closed
CPA
2007
Capital Performance Advisors
California
– -$12K -51 Closed
FAM
2008
Flaharty Asset Management
Florida
– -$10.5K -45 Closed
GGI
2009
Godsey & Gibb Inc
Virginia
– -$7.91K -34 Closed
MWA
2010
MFA Wealth Advisors
Pennsylvania
– -$7.67K -33 Closed
CLOS
2011
Compagnie Lombard Odier SCmA
Switzerland
– -$4.88K -21 Closed
JPWM
2012
Jamison Private Wealth Management
Georgia
– -$4.65K -20 Closed
RWA
2013
Redmont Wealth Advisors
Illinois
– -$4.65K -20 Closed
TVWM
2014
Tower View Wealth Management
Wisconsin
– -$3.75K -16 Closed
VAMG
2015
Voisard Asset Management Group
Michigan
– -$2.56K -11 Closed
RBC
2016
Roble Belko & Company
Pennsylvania
– -$1K -5 Closed
PS
2017
Planned Solutions
California
– -$1K -4 Closed
WA
2018
WestEnd Advisors
North Carolina
– -$698 -3 Closed
MFG
2019
Mendota Financial Group
Wisconsin
– -$233 -1 Closed
WTFG
2020
Wood Tarver Financial Group
Idaho
– +$207 +1 New
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