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AMT

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