Tony M. Davis

JP Morgan Core Moderate Growth Funds — Dividend

Guggenheim S&P 500 Eq. Wt. — Dividend — Sold

Ishares Russell Midcap Value ETF — Dividend

Schwab US Large Cap Grwth — Dividend

Schwab US Large Cap Value — Dividend

SPDR DJIA — Dividend

Vanguard Mun BD FD Inc Tax Exe — Dividend

SPDR Gold Trust — None — Sold (part)

SPDR Barclays Capital 1-3 Mont — Dividend

Nuveen BBGBARC St Muni BD FD — Dividend

IShares TR MSCI ACWIEX US — Dividend

Ishares Core S&P Small Cap ETF — Dividend

Invesco Exchange Traded FD TR — Dividend — Sold

Norfolk Southern — Dividend

JP Morgan Savings Account — Interest

Alligiance Bank Savings Account — Interest — Closed

Ishares Russell 1000 Value ETF — Dividend — Buy

Member of Executive Committee, Larry E. Kelly Inns of Court