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What was filed

  • 380

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 5

    spouse income

Named parties

  • Salary - Black McLaren Jones Ryland & Griffee PLC Law Firm

As filed

Real Property #1, Destin, FL, Undivided 1 interest — Rent

First Tennessee Bank Accounts — Interest

Federal Credit Union Accounts — Interest

Northwestern Whole Life — Dividend

Sun Whole Life — Dividend

Raymond James Account

CASH — Interest

ISHARES TR U.S. TECH ETF — Dividend — Sold (part)

FIRST EAGLE GLOBAL FUND CLASS I — Dividend — Sold (part)

ISHARES TR MIN VOL EAFE ETF — Dividend — Sold (part)

ISHARES TR MIN VOL USA ETF — Dividend — Sold (part)

ALIBABA GROUP HLDG LIMITED — None — Sold (part)

ALPHABET INCORPORATED CAP STK CLASS C — None — Sold (part)

APPLE INCORPORATED — Dividend — Sold (part)

FACEBOOK INCORPORATED CLASS A — None — Sold (part)

CHIRON CAPITAL ALLOCATION FUND CLASS I — Dividend — Sold

FPA CRESCENT FUND INSTITUTIONAL CLASS N/L — Dividend — Sold (part)

OAKMARK INTERNATIONAL FUND INVESTOR CLASS N/L — Sold

JPMORGAN VALUE ADVANTAGE FUND CLASS I — Dividend — Sold (part)

OPPENHEIMER DEVELOPING MARKETS FUND CLASS Y — Dividend — Sold (part)

AIG FOCUSED DIVIDEND STRATEGY FUND CLASS W — Dividend — Sold (part)

THORNBURG GLOBAL OPPORTUNITIES FUND — Sold

ISHARES TR US INDUSTRIALS — Dividend — Sold (part)

VANGUARD FINANCIALS ETF — Dividend — Sold (part)

VANGUARD HEALTH CARE ETF — Dividend — Sold (part)

VANGUARD MID CAP ETF — Dividend — Sold (part)

CATALYST/MILLBURN HEDGE STRATEGY FUND — Dividend — Sold (part)

FIRST TRUST NASDAQ ABA COMMUNITY BANK INDEX FUND — Dividend — Sold (part)

ALGER SMALL CAP FOCUS FUND — Dividend — Buy

ALGER SMALL CAP FOCUS FUND — Sold (part)

MSIF GLOBAL OPPORTUNITY PORTFOLIO — Buy

MSIF GLOBAL OPPORTUNITY PORTFOLIO — Sold (part)

FIRST TRUST VALUE LINE DIV INDEX FUND — Dividend — Buy

FIRST TRUST VALUE LINE DIV INDEX FUND — Sold (part)

INVESCO S&P UNTRA DIVIDEND REVENUE ETF — Dividend — Buy

INVESCO S&P UNTRA DIVIDEND REVENUE ETF — Sold (part)

FIMM MONEY MARKET PORT FUND INDEX FUND — Dividend — Buy

Raymond James Account

CASH — Interest

ISHARES TR U.S. TECH ETF — Dividend — Sold (part)

FIRST EAGLE GLOBAL FUND CLASS I — Dividend — Sold (part)

ISHARES TR MIN VOL EAFE ETF — Dividend — Sold (part)

ISHARES TR MIN VOL USA ETF — Dividend — Sold (part)

ALIBABA GROUP HLDG LIMITED — None — Sold (part)

ALPHABET INCORPORATED CAP STK CLASS C — None — Sold (part)

APPLE INCORPORATED — Dividend — Sold (part)

FACEBOOK INCORPORATED CLASS A — None — Sold (part)

CHIRON CAPITAL ALLOCATION FUND CLASS I — Dividend — Sold

FPA CRESCENT FUND INSTITUTIONAL CLASS N/L — Dividend — Sold (part)

OAKMARK INTERNATIONAL FUND INVESTOR CLASS N/L — None — Sold

JPMORGAN VALUE ADVANTAGE FUND CLASS I — Dividend — Sold (part)

OPPENHEIMER DEVELOPING MARKETS FUND CLASS Y — Dividend — Sold (part)

AIG FOCUSED DIVIDEND STRATEGY FUND CLASS W — Dividend — Sold (part)

ISHARES TR US INDUSTRIALS — Dividend — Sold (part)

VANGUARD FINANCIALS ETF — Dividend — Sold (part)

VANGUARD HEALTH CARE ETF — Dividend — Sold (part)

VANGUARD MID CAP ETF — Dividend — Sold (part)

CATALYST/MILLBURN HEDGE STRATEGY FUND — Dividend — Sold (part)

ALPHABET INCORPORATED CAP STK CLASS A — None — Sold (part)

FIRST TRUST NASDAQ ABA COMMUNITY BANK INDEX FUND CAP STK CLASS C — Dividend — Sold (part)

FIRST TRUST NASDAQ ABA COMMUNITY BANK INDEX FUND CAP STK CLASS C — Sold (part)

FIRST TRUST NASDAQ ABA COMMUNITY BANK INDEX FUND CAP STK CLASS C — Sold (part)

ALGER SMALL CAP FOCUS FUND — Dividend — Buy

ALGER SMALL CAP FOCUS FUND — Sold (part)

MSIF GLOBAL OPPORTUNITY PORTFOLIO — Buy

MSIF GLOBAL OPPORTUNITY PORTFOLIO — Sold (part)

FIRST TRUST VALUE LINE DIV INDEX FUND — Dividend — Buy

FIRST TRUST VALUE LINE DIV INDEX FUND — Sold (part)

INVESCO S&P UNTRA DIVIDEND REVENUE ETF — Dividend — Buy

INVESCO S&P UNTRA DIVIDEND REVENUE ETF — Sold (part)

FIMM MONEY MARKET PORT FUND INDEX FUND — Dividend — Buy

Raymond James IRA Account

CASH — Interest

PRINCIPAL GLOBAL DIVERSIFIED INCOME FUND CLASS P — Dividend — Buy (add'l)

BLACKROCK MULTI ASSET INCOME PORTFOLIO FUND — Dividend — Buy (add'l)

PIMCO INCOME FUND CLASS P — Dividend — Buy (add'l)

Real Property #1, Destin, FL, Undivided 1 interest — Rent

First Tennessee Bank Accounts — Interest

Federal Credit Union Accounts — Interest

Northwestern Whole Life — Dividend

Sun Whole Life — Dividend

Raymond James Account

CASH — Interest

ISHARES TR U.S. TECH ETF — Dividend — Sold (part)

FIRST EAGLE GLOBAL FUND CLASS I — Dividend — Sold (part)

ISHARES TR MIN VOL EAFE ETF — Dividend — Sold (part)

ISHARES TR MIN VOL USA ETF — Dividend — Sold (part)

ALIBABA GROUP HLDG LIMITED — None — Sold (part)

ALPHABET INCORPORATED CAP STK CLASS C — None — Sold (part)

APPLE INCORPORATED — Dividend — Sold (part)

FACEBOOK INCORPORATED CLASS A — None — Sold (part)

CHIRON CAPITAL ALLOCATION FUND CLASS I — Dividend — Sold

FPA CRESCENT FUND INSTITUTIONAL CLASS N/L — Dividend — Sold (part)

OAKMARK INTERNATIONAL FUND INVESTOR CLASS N/L — Sold

JPMORGAN VALUE ADVANTAGE FUND CLASS I — Dividend — Sold (part)

OPPENHEIMER DEVELOPING MARKETS FUND CLASS Y — Dividend — Sold (part)

AIG FOCUSED DIVIDEND STRATEGY FUND CLASS W — Dividend — Sold (part)

THORNBURG GLOBAL OPPORTUNITIES FUND — Sold

ISHARES TR US INDUSTRIALS — Dividend — Sold (part)

VANGUARD FINANCIALS ETF — Dividend — Sold (part)

VANGUARD HEALTH CARE ETF — Dividend — Sold (part)

VANGUARD MID CAP ETF — Dividend — Sold (part)

CATALYST/MILLBURN HEDGE STRATEGY FUND — Dividend — Sold (part)

FIRST TRUST NASDAQ ABA COMMUNITY BANK INDEX FUND — Dividend — Sold (part)

ALGER SMALL CAP FOCUS FUND — Dividend — Buy

ALGER SMALL CAP FOCUS FUND — Sold (part)

MSIF GLOBAL OPPORTUNITY PORTFOLIO — Buy

MSIF GLOBAL OPPORTUNITY PORTFOLIO — Sold (part)

FIRST TRUST VALUE LINE DIV INDEX FUND — Dividend — Buy

FIRST TRUST VALUE LINE DIV INDEX FUND — Sold (part)

INVESCO S&P UNTRA DIVIDEND REVENUE ETF — Dividend — Buy

INVESCO S&P UNTRA DIVIDEND REVENUE ETF — Sold (part)

FIMM MONEY MARKET PORT FUND INDEX FUND — Dividend — Buy

Raymond James Account

CASH — Interest

ISHARES TR U.S. TECH ETF — Dividend — Sold (part)

FIRST EAGLE GLOBAL FUND CLASS I — Dividend — Sold (part)

ISHARES TR MIN VOL EAFE ETF — Dividend — Sold (part)

ISHARES TR MIN VOL USA ETF — Dividend — Sold (part)

ALIBABA GROUP HLDG LIMITED — None — Sold (part)

ALPHABET INCORPORATED CAP STK CLASS C — None — Sold (part)

APPLE INCORPORATED — Dividend — Sold (part)

FACEBOOK INCORPORATED CLASS A — None — Sold (part)

CHIRON CAPITAL ALLOCATION FUND CLASS I — Dividend — Sold

FPA CRESCENT FUND INSTITUTIONAL CLASS N/L — Dividend — Sold (part)

OAKMARK INTERNATIONAL FUND INVESTOR CLASS N/L — None — Sold

JPMORGAN VALUE ADVANTAGE FUND CLASS I — Dividend — Sold (part)

OPPENHEIMER DEVELOPING MARKETS FUND CLASS Y — Dividend — Sold (part)

AIG FOCUSED DIVIDEND STRATEGY FUND CLASS W — Dividend — Sold (part)

ISHARES TR US INDUSTRIALS — Dividend — Sold (part)

VANGUARD FINANCIALS ETF — Dividend — Sold (part)

VANGUARD HEALTH CARE ETF — Dividend — Sold (part)

VANGUARD MID CAP ETF — Dividend — Sold (part)

CATALYST/MILLBURN HEDGE STRATEGY FUND — Dividend — Sold (part)

ALPHABET INCORPORATED CAP STK CLASS A — None — Sold (part)

FIRST TRUST NASDAQ ABA COMMUNITY BANK INDEX FUND CAP STK CLASS C — Dividend — Sold (part)

FIRST TRUST NASDAQ ABA COMMUNITY BANK INDEX FUND CAP STK CLASS C — Sold (part)

FIRST TRUST NASDAQ ABA COMMUNITY BANK INDEX FUND CAP STK CLASS C — Sold (part)

ALGER SMALL CAP FOCUS FUND — Dividend — Buy

ALGER SMALL CAP FOCUS FUND — Sold (part)

MSIF GLOBAL OPPORTUNITY PORTFOLIO — Buy

MSIF GLOBAL OPPORTUNITY PORTFOLIO — Sold (part)

FIRST TRUST VALUE LINE DIV INDEX FUND — Dividend — Buy

FIRST TRUST VALUE LINE DIV INDEX FUND — Sold (part)

INVESCO S&P UNTRA DIVIDEND REVENUE ETF — Dividend — Buy

INVESCO S&P UNTRA DIVIDEND REVENUE ETF — Sold (part)

FIMM MONEY MARKET PORT FUND INDEX FUND — Dividend — Buy

Raymond James IRA Account

CASH — Interest

PRINCIPAL GLOBAL DIVERSIFIED INCOME FUND CLASS P — Dividend — Buy (add'l)

BLACKROCK MULTI ASSET INCOME PORTFOLIO FUND — Dividend — Buy (add'l)

PIMCO INCOME FUND CLASS P — Dividend — Buy (add'l)

Real Property #1, Destin, FL, Undivided 1 interest — Rent

First Tennessee Bank Accounts — Interest

Federal Credit Union Accounts — Interest

Northwestern Whole Life — Dividend

Sun Whole Life — Dividend

Raymond James Account

CASH — Interest

ISHARES TR U.S. TECH ETF — Dividend — Sold (part)

FIRST EAGLE GLOBAL FUND CLASS I — Dividend — Sold (part)

ISHARES TR MIN VOL EAFE ETF — Dividend — Sold (part)

ISHARES TR MIN VOL USA ETF — Dividend — Sold (part)

ALIBABA GROUP HLDG LIMITED — None — Sold (part)

ALPHABET INCORPORATED CAP STK CLASS C — None — Sold (part)

APPLE INCORPORATED — Dividend — Sold (part)

FACEBOOK INCORPORATED CLASS A — None — Sold (part)

CHIRON CAPITAL ALLOCATION FUND CLASS I — Dividend — Sold

FPA CRESCENT FUND INSTITUTIONAL CLASS N/L — Dividend — Sold (part)

OAKMARK INTERNATIONAL FUND INVESTOR CLASS N/L — Sold

JPMORGAN VALUE ADVANTAGE FUND CLASS I — Dividend — Sold (part)

OPPENHEIMER DEVELOPING MARKETS FUND CLASS Y — Dividend — Sold (part)

AIG FOCUSED DIVIDEND STRATEGY FUND CLASS W — Dividend — Sold (part)

THORNBURG GLOBAL OPPORTUNITIES FUND — Sold

ISHARES TR US INDUSTRIALS — Dividend — Sold (part)

VANGUARD FINANCIALS ETF — Dividend — Sold (part)

VANGUARD HEALTH CARE ETF — Dividend — Sold (part)

VANGUARD MID CAP ETF — Dividend — Sold (part)

CATALYST/MILLBURN HEDGE STRATEGY FUND — Dividend — Sold (part)

FIRST TRUST NASDAQ ABA COMMUNITY BANK INDEX FUND — Dividend — Sold (part)

ALGER SMALL CAP FOCUS FUND — Dividend — Buy

ALGER SMALL CAP FOCUS FUND — Sold (part)

MSIF GLOBAL OPPORTUNITY PORTFOLIO — Buy

MSIF GLOBAL OPPORTUNITY PORTFOLIO — Sold (part)

FIRST TRUST VALUE LINE DIV INDEX FUND — Dividend — Buy

FIRST TRUST VALUE LINE DIV INDEX FUND — Sold (part)

INVESCO S&P UNTRA DIVIDEND REVENUE ETF — Dividend — Buy

INVESCO S&P UNTRA DIVIDEND REVENUE ETF — Sold (part)

FIMM MONEY MARKET PORT FUND INDEX FUND — Dividend — Buy

Raymond James Account

CASH — Interest

ISHARES TR U.S. TECH ETF — Dividend — Sold (part)

FIRST EAGLE GLOBAL FUND CLASS I — Dividend — Sold (part)

ISHARES TR MIN VOL EAFE ETF — Dividend — Sold (part)

ISHARES TR MIN VOL USA ETF — Dividend — Sold (part)

ALIBABA GROUP HLDG LIMITED — None — Sold (part)

ALPHABET INCORPORATED CAP STK CLASS C — None — Sold (part)

APPLE INCORPORATED — Dividend — Sold (part)

FACEBOOK INCORPORATED CLASS A — None — Sold (part)

CHIRON CAPITAL ALLOCATION FUND CLASS I — Dividend — Sold

FPA CRESCENT FUND INSTITUTIONAL CLASS N/L — Dividend — Sold (part)

OAKMARK INTERNATIONAL FUND INVESTOR CLASS N/L — None — Sold

JPMORGAN VALUE ADVANTAGE FUND CLASS I — Dividend — Sold (part)

OPPENHEIMER DEVELOPING MARKETS FUND CLASS Y — Dividend — Sold (part)

AIG FOCUSED DIVIDEND STRATEGY FUND CLASS W — Dividend — Sold (part)

ISHARES TR US INDUSTRIALS — Dividend — Sold (part)

VANGUARD FINANCIALS ETF — Dividend — Sold (part)

VANGUARD HEALTH CARE ETF — Dividend — Sold (part)

VANGUARD MID CAP ETF — Dividend — Sold (part)

CATALYST/MILLBURN HEDGE STRATEGY FUND — Dividend — Sold (part)

ALPHABET INCORPORATED CAP STK CLASS A — None — Sold (part)

FIRST TRUST NASDAQ ABA COMMUNITY BANK INDEX FUND CAP STK CLASS C — Dividend — Sold (part)

FIRST TRUST NASDAQ ABA COMMUNITY BANK INDEX FUND CAP STK CLASS C — Sold (part)

FIRST TRUST NASDAQ ABA COMMUNITY BANK INDEX FUND CAP STK CLASS C — Sold (part)

ALGER SMALL CAP FOCUS FUND — Dividend — Buy

ALGER SMALL CAP FOCUS FUND — Sold (part)

MSIF GLOBAL OPPORTUNITY PORTFOLIO — Buy

MSIF GLOBAL OPPORTUNITY PORTFOLIO — Sold (part)

FIRST TRUST VALUE LINE DIV INDEX FUND — Dividend — Buy

FIRST TRUST VALUE LINE DIV INDEX FUND — Sold (part)

INVESCO S&P UNTRA DIVIDEND REVENUE ETF — Dividend — Buy

INVESCO S&P UNTRA DIVIDEND REVENUE ETF — Sold (part)

FIMM MONEY MARKET PORT FUND INDEX FUND — Dividend — Buy

Raymond James IRA Account

CASH — Interest

PRINCIPAL GLOBAL DIVERSIFIED INCOME FUND CLASS P — Dividend — Buy (add'l)

BLACKROCK MULTI ASSET INCOME PORTFOLIO FUND — Dividend — Buy (add'l)

PIMCO INCOME FUND CLASS P — Dividend — Buy (add'l)

Real Property #1, Destin, FL, Undivided 1 interest — Rent

First Tennessee Bank Accounts — Interest

Federal Credit Union Accounts — Interest

Northwestern Whole Life — Dividend

Sun Whole Life — Dividend

Raymond James Account

CASH — Interest

ISHARES TR U.S. TECH ETF — Dividend — Sold (part)

FIRST EAGLE GLOBAL FUND CLASS I — Dividend — Sold (part)

ISHARES TR MIN VOL EAFE ETF — Dividend — Sold (part)

ISHARES TR MIN VOL USA ETF — Dividend — Sold (part)

ALIBABA GROUP HLDG LIMITED — None — Sold (part)

ALPHABET INCORPORATED CAP STK CLASS C — None — Sold (part)

APPLE INCORPORATED — Dividend — Sold (part)

FACEBOOK INCORPORATED CLASS A — None — Sold (part)

CHIRON CAPITAL ALLOCATION FUND CLASS I — Dividend — Sold

FPA CRESCENT FUND INSTITUTIONAL CLASS N/L — Dividend — Sold (part)

OAKMARK INTERNATIONAL FUND INVESTOR CLASS N/L — Sold

JPMORGAN VALUE ADVANTAGE FUND CLASS I — Dividend — Sold (part)

OPPENHEIMER DEVELOPING MARKETS FUND CLASS Y — Dividend — Sold (part)

AIG FOCUSED DIVIDEND STRATEGY FUND CLASS W — Dividend — Sold (part)

THORNBURG GLOBAL OPPORTUNITIES FUND — Sold

ISHARES TR US INDUSTRIALS — Dividend — Sold (part)

VANGUARD FINANCIALS ETF — Dividend — Sold (part)

VANGUARD HEALTH CARE ETF — Dividend — Sold (part)

VANGUARD MID CAP ETF — Dividend — Sold (part)

CATALYST/MILLBURN HEDGE STRATEGY FUND — Dividend — Sold (part)

FIRST TRUST NASDAQ ABA COMMUNITY BANK INDEX FUND — Dividend — Sold (part)

ALGER SMALL CAP FOCUS FUND — Dividend — Buy

ALGER SMALL CAP FOCUS FUND — Sold (part)

MSIF GLOBAL OPPORTUNITY PORTFOLIO — Buy

MSIF GLOBAL OPPORTUNITY PORTFOLIO — Sold (part)

FIRST TRUST VALUE LINE DIV INDEX FUND — Dividend — Buy

FIRST TRUST VALUE LINE DIV INDEX FUND — Sold (part)

INVESCO S&P UNTRA DIVIDEND REVENUE ETF — Dividend — Buy

INVESCO S&P UNTRA DIVIDEND REVENUE ETF — Sold (part)

FIMM MONEY MARKET PORT FUND INDEX FUND — Dividend — Buy

Raymond James Account

CASH — Interest

ISHARES TR U.S. TECH ETF — Dividend — Sold (part)

FIRST EAGLE GLOBAL FUND CLASS I — Dividend — Sold (part)

ISHARES TR MIN VOL EAFE ETF — Dividend — Sold (part)

ISHARES TR MIN VOL USA ETF — Dividend — Sold (part)

ALIBABA GROUP HLDG LIMITED — None — Sold (part)

ALPHABET INCORPORATED CAP STK CLASS C — None — Sold (part)

APPLE INCORPORATED — Dividend — Sold (part)

FACEBOOK INCORPORATED CLASS A — None — Sold (part)

CHIRON CAPITAL ALLOCATION FUND CLASS I — Dividend — Sold

FPA CRESCENT FUND INSTITUTIONAL CLASS N/L — Dividend — Sold (part)

OAKMARK INTERNATIONAL FUND INVESTOR CLASS N/L — None — Sold

JPMORGAN VALUE ADVANTAGE FUND CLASS I — Dividend — Sold (part)

OPPENHEIMER DEVELOPING MARKETS FUND CLASS Y — Dividend — Sold (part)

AIG FOCUSED DIVIDEND STRATEGY FUND CLASS W — Dividend — Sold (part)

ISHARES TR US INDUSTRIALS — Dividend — Sold (part)

VANGUARD FINANCIALS ETF — Dividend — Sold (part)

VANGUARD HEALTH CARE ETF — Dividend — Sold (part)

VANGUARD MID CAP ETF — Dividend — Sold (part)

CATALYST/MILLBURN HEDGE STRATEGY FUND — Dividend — Sold (part)

ALPHABET INCORPORATED CAP STK CLASS A — None — Sold (part)

FIRST TRUST NASDAQ ABA COMMUNITY BANK INDEX FUND CAP STK CLASS C — Dividend — Sold (part)

FIRST TRUST NASDAQ ABA COMMUNITY BANK INDEX FUND CAP STK CLASS C — Sold (part)

FIRST TRUST NASDAQ ABA COMMUNITY BANK INDEX FUND CAP STK CLASS C — Sold (part)

ALGER SMALL CAP FOCUS FUND — Dividend — Buy

ALGER SMALL CAP FOCUS FUND — Sold (part)

MSIF GLOBAL OPPORTUNITY PORTFOLIO — Buy

MSIF GLOBAL OPPORTUNITY PORTFOLIO — Sold (part)

FIRST TRUST VALUE LINE DIV INDEX FUND — Dividend — Buy

FIRST TRUST VALUE LINE DIV INDEX FUND — Sold (part)

INVESCO S&P UNTRA DIVIDEND REVENUE ETF — Dividend — Buy

INVESCO S&P UNTRA DIVIDEND REVENUE ETF — Sold (part)

FIMM MONEY MARKET PORT FUND INDEX FUND — Dividend — Buy

Raymond James IRA Account

CASH — Interest

PRINCIPAL GLOBAL DIVERSIFIED INCOME FUND CLASS P — Dividend — Buy (add'l)

BLACKROCK MULTI ASSET INCOME PORTFOLIO FUND — Dividend — Buy (add'l)

PIMCO INCOME FUND CLASS P — Dividend — Buy (add'l)

Real Property #1, Destin, FL, Undivided 1 interest — Rent

First Tennessee Bank Accounts — Interest

Federal Credit Union Accounts — Interest

Northwestern Whole Life — Dividend

Sun Whole Life — Dividend

Raymond James Account

CASH — Interest

ISHARES TR U.S. TECH ETF — Dividend — Sold (part)

FIRST EAGLE GLOBAL FUND CLASS I — Dividend — Sold (part)

ISHARES TR MIN VOL EAFE ETF — Dividend — Sold (part)

ISHARES TR MIN VOL USA ETF — Dividend — Sold (part)

ALIBABA GROUP HLDG LIMITED — None — Sold (part)

ALPHABET INCORPORATED CAP STK CLASS C — None — Sold (part)

APPLE INCORPORATED — Dividend — Sold (part)

FACEBOOK INCORPORATED CLASS A — None — Sold (part)

CHIRON CAPITAL ALLOCATION FUND CLASS I — Dividend — Sold

FPA CRESCENT FUND INSTITUTIONAL CLASS N/L — Dividend — Sold (part)

OAKMARK INTERNATIONAL FUND INVESTOR CLASS N/L — Sold

JPMORGAN VALUE ADVANTAGE FUND CLASS I — Dividend — Sold (part)

OPPENHEIMER DEVELOPING MARKETS FUND CLASS Y — Dividend — Sold (part)

AIG FOCUSED DIVIDEND STRATEGY FUND CLASS W — Dividend — Sold (part)

THORNBURG GLOBAL OPPORTUNITIES FUND — Sold

ISHARES TR US INDUSTRIALS — Dividend — Sold (part)

VANGUARD FINANCIALS ETF — Dividend — Sold (part)

VANGUARD HEALTH CARE ETF — Dividend — Sold (part)

VANGUARD MID CAP ETF — Dividend — Sold (part)

CATALYST/MILLBURN HEDGE STRATEGY FUND — Dividend — Sold (part)

FIRST TRUST NASDAQ ABA COMMUNITY BANK INDEX FUND — Dividend — Sold (part)

ALGER SMALL CAP FOCUS FUND — Dividend — Buy

ALGER SMALL CAP FOCUS FUND — Sold (part)

MSIF GLOBAL OPPORTUNITY PORTFOLIO — Buy

MSIF GLOBAL OPPORTUNITY PORTFOLIO — Sold (part)

FIRST TRUST VALUE LINE DIV INDEX FUND — Dividend — Buy

FIRST TRUST VALUE LINE DIV INDEX FUND — Sold (part)

INVESCO S&P UNTRA DIVIDEND REVENUE ETF — Dividend — Buy

INVESCO S&P UNTRA DIVIDEND REVENUE ETF — Sold (part)

FIMM MONEY MARKET PORT FUND INDEX FUND — Dividend — Buy

Raymond James Account

CASH — Interest

ISHARES TR U.S. TECH ETF — Dividend — Sold (part)

FIRST EAGLE GLOBAL FUND CLASS I — Dividend — Sold (part)

ISHARES TR MIN VOL EAFE ETF — Dividend — Sold (part)

ISHARES TR MIN VOL USA ETF — Dividend — Sold (part)

ALIBABA GROUP HLDG LIMITED — None — Sold (part)

ALPHABET INCORPORATED CAP STK CLASS C — None — Sold (part)

APPLE INCORPORATED — Dividend — Sold (part)

FACEBOOK INCORPORATED CLASS A — None — Sold (part)

CHIRON CAPITAL ALLOCATION FUND CLASS I — Dividend — Sold

FPA CRESCENT FUND INSTITUTIONAL CLASS N/L — Dividend — Sold (part)

OAKMARK INTERNATIONAL FUND INVESTOR CLASS N/L — None — Sold

JPMORGAN VALUE ADVANTAGE FUND CLASS I — Dividend — Sold (part)

OPPENHEIMER DEVELOPING MARKETS FUND CLASS Y — Dividend — Sold (part)

AIG FOCUSED DIVIDEND STRATEGY FUND CLASS W — Dividend — Sold (part)

ISHARES TR US INDUSTRIALS — Dividend — Sold (part)

VANGUARD FINANCIALS ETF — Dividend — Sold (part)

VANGUARD HEALTH CARE ETF — Dividend — Sold (part)

VANGUARD MID CAP ETF — Dividend — Sold (part)

CATALYST/MILLBURN HEDGE STRATEGY FUND — Dividend — Sold (part)

ALPHABET INCORPORATED CAP STK CLASS A — None — Sold (part)

FIRST TRUST NASDAQ ABA COMMUNITY BANK INDEX FUND CAP STK CLASS C — Dividend — Sold (part)

FIRST TRUST NASDAQ ABA COMMUNITY BANK INDEX FUND CAP STK CLASS C — Sold (part)

FIRST TRUST NASDAQ ABA COMMUNITY BANK INDEX FUND CAP STK CLASS C — Sold (part)

ALGER SMALL CAP FOCUS FUND — Dividend — Buy

ALGER SMALL CAP FOCUS FUND — Sold (part)

MSIF GLOBAL OPPORTUNITY PORTFOLIO — Buy

MSIF GLOBAL OPPORTUNITY PORTFOLIO — Sold (part)

FIRST TRUST VALUE LINE DIV INDEX FUND — Dividend — Buy

FIRST TRUST VALUE LINE DIV INDEX FUND — Sold (part)

INVESCO S&P UNTRA DIVIDEND REVENUE ETF — Dividend — Buy

INVESCO S&P UNTRA DIVIDEND REVENUE ETF — Sold (part)

FIMM MONEY MARKET PORT FUND INDEX FUND — Dividend — Buy

Raymond James IRA Account

CASH — Interest

PRINCIPAL GLOBAL DIVERSIFIED INCOME FUND CLASS P — Dividend — Buy (add'l)

BLACKROCK MULTI ASSET INCOME PORTFOLIO FUND — Dividend — Buy (add'l)

PIMCO INCOME FUND CLASS P — Dividend — Buy (add'l)

Spouse's income — 2018 — Salary - Black McLaren Jones Ryland & Griffee PLC Law Firm

Spouse's income — 2018 — Salary - Black McLaren Jones Ryland & Griffee PLC Law Firm

Spouse's income — 2018 — Salary - Black McLaren Jones Ryland & Griffee PLC Law Firm

Spouse's income — 2018 — Salary - Black McLaren Jones Ryland & Griffee PLC Law Firm

Spouse's income — 2018 — Salary - Black McLaren Jones Ryland & Griffee PLC Law Firm

Line 1: Property was purchased on 8/31/04 for the purchase price of $645,000.

Lines 6, 38, and 72: These are "header" lines, thus columns B through D are left blank.

Lines 9, 10, 16, 17, 18, 19, 21, 22, 24, 27, 28, 30, 34, 36, 41, 42, 48, 49, 50, 51, 53, 55, 58, 60, 61, 62, 64, 68, and 70: There were no realized gains on the sales of

these securities, thus no code is required in Column D4.

This is a copy of a public record, reproduced as it was published. It is not legal advice, and it may not be the version a court would rely on. Check the official source before you cite it.

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