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Est. Assets
$11.9M – $28.9M
Assets Disclosed
131
Est. Liabilities
$300K – $600K
Positions Held
4
| — |
VTV |
| INVESCO GLOBAL SMALL & MID CAP GROWTH FUND CL A (AGAAX) EIF | filer | $500,001 - $1,000,000 | — | AGAAX |
| BLACKROCK GLOBAL ALLOCATION FD INC A (MDLOX) EIF | filer | $500,001 - $1,000,000 | — | MDLOX |
| VANGUARD FTSE DEVELOPED MKTS E (VEA) EIF | filer | $500,001 - $1,000,000 | — | VEA |
| INVESCO HIGH YIELD MUNICIPAL FUND A (ACTHX) EIF | filer | $500,001 - $1,000,000 | — | ACTHX |
| SUSA REGISTERED FUND LLC EIF | filer | $250,001 - $500,000 | — | — |
| CULLEN HIGH DIVIDEND EQUITY FD (CHDEX) EIF | filer | $250,001 - $500,000 | — | CHDEX |
| SPDR S&P 500 ETF TRUST EIF | filer | $250,001 - $500,000 | — | — |
| Morgan Stanley BANK DEPOSIT PROGRAM (cash account) | filer | $250,001 - $500,000 | — | — |
| BLACKROCK EQUITY DIVIDEND FD A (MDDVX) EIF | filer | $250,001 - $500,000 | — | MDDVX |
| Capital One - (cash account) | filer | $250,001 - $500,000 | Interest | — |
| WELLS FARGO MUNI BOND INST (WMBIX) EIF | filer | $250,001 - $500,000 | — | WMBIX |
| PIMCO INCOME P (PONPX) EIF | filer | $250,001 - $500,000 | — | PONPX |
| ML BANK DEPOSIT PROGRAM (cash account) | filer | $250,001 - $500,000 | — | — |
| King & Spalding LLP (capital account) | spouse | $250,001 - $500,000 | — | — |
| SunTrust Bank Money Market Account (cash account) | filer | $250,001 - $500,000 | — | — |
| ADVANTAGE ADVISOR XANTHUS FUND LLC EIF | filer | $250,001 - $500,000 | — | — |
| LORD ABBETT SHT DURATION INC (LDLFX) EIF | filer | $100,001 - $250,000 | — | LDLFX |
| MONTGOMERY CNTY MD (bonds) | filer | $100,001 - $250,000 | — | — |
| HOTCHKIS AND WILEY LARGE CAP VALUE FUND A (HWLAX) EIF | filer | $100,001 - $250,000 | — | HWLAX |
| INVESCO INTERNATIONAL GROWTH FUND CL A (AIIEX) EIF | filer | $100,001 - $250,000 | — | AIIEX |
| ACP POWER & ENERGY VI REAL ASSET TRUST CLASS A EIF | filer | $100,001 - $250,000 | — | — |
| AMERICAN CAPITAL WORLD GROWTH AND INCOME FD A (CWGIX) EIF | filer | $100,001 - $250,000 | — | CWGIX |
| DOUBLELINE TOTAL RETURN BOND FUND (DBLTX) EIF | filer | $100,001 - $250,000 | — | DBLTX |
| CURRENCY HEDGED MSCI EAFE (HEFA) EIF | filer | $100,001 - $250,000 | — | HEFA |
| FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND (EMLP) EIF | filer | $100,001 - $250,000 | — | EMLP |
| BLACKSTONE ALT MULT-STRAT INST (BXMIX) EIF | filer | $100,001 - $250,000 | — | BXMIX |
| HSBC MARKET LINKED SECURITY CDON SX5E | filer | $100,001 - $250,000 | — | — |
| BLACKSTONE CAPITAL HOLDINGS TRUST EIF | filer | $100,001 - $250,000 | — | — |
| INVESCO MID CAP GROWTH FUND A (VGRAX) EIF | filer | $100,001 - $250,000 | — | VGRAX |
| INVESCO EQUALLY WEIGHTED S&P FUND CL A (VADAX) EIF | filer | $100,001 - $250,000 | — | VADAX |
| OAK RIDGE SMALL CAP GROWTH FUND CLASS A (ORIGX) EIF | filer | $100,001 - $250,000 | — | ORIGX |
| M&T Bank Market Advantage Account (cash account) | filer | $100,001 - $250,000 | — | — |
| PNC Bank Premium Money Market Account (cash account) | filer | $100,001 - $250,000 | Interest | — |
| COLUMBIA LARGE CAP GROWTH FUND III CLASS A (NFEAX) EIF | filer | $100,001 - $250,000 | — | NFEAX |
| Maine (NextGen) 529 Plan (BLKRK Diversified Portfolio - 75% EQUITY ) EIF | filer | $100,001 - $250,000 | — | — |
| Wells Fargo Bank (cash account) | filer | $100,001 - $250,000 | — | — |
| VANGUARD FTSE EMERGING MARKETS (VWO) EIF | filer | $100,001 - $250,000 | — | VWO |
| AMG MANAGERS MONTAG & CALDWELL GROWTH FD (MCGFX) EIF | filer | $100,001 - $250,000 | — | MCGFX |
| AMG SOUTHERNSUN SMALL CAP-INV FD (SSSFX) EIF | filer | $100,001 - $250,000 | — | SSSFX |
| Vanguard Target Retirement Trust 2025 II (401K) EIF | filer | $100,001 - $250,000 | — | — |
| EATON VANCE HIGH YIELD MUNICIPAL INCOME FUND CLASS I (EIHYX) EIF | filer | $100,001 - $250,000 | — | EIHYX |
| BARON PARTNERS FD (BPTRX) EIF | filer | $100,001 - $250,000 | — | BPTRX |
| CAUSEWAY INTERNATIONAL VALUE FUND (CIVVX) EIF | filer | $100,001 - $250,000 | — | CIVVX |
| Canadian Imperial Bank of Commerce Note Linked to the EURO Stoxx 50 Index (MLTDZ) | filer | $100,001 - $250,000 | — | MLTDZ |
| HARDING LOEVNER INTL EQUITY FD INVESTOR CL OPEN END EIF | filer | $100,001 - $250,000 | — | — |
| POPLAR FOREST PARTNERS FUND INSTL (PFPFX) EIF | filer | $100,001 - $250,000 | — | PFPFX |
| VANGUARD SM CAP GROWTH ETF (VBK) EIF | filer | $100,001 - $250,000 | — | VBK |
| VANGUARD SM CAP VALUE ETF (VBR) EIF | filer | $100,001 - $250,000 | — | VBR |
| First Trust (Unit Investment Trust) 5935 SABRIENT BAKERS DOZEN 2017 (FDNWFX) EIF | filer | $50,001 - $100,000 | — | — |
| WASHINGTON CNTY MD (bonds) | filer | $50,001 - $100,000 | Interest | — |
| MARYLAND ST (bonds) | filer | $50,001 - $100,000 | Interest | — |
| CHARLES CNTY MD (bonds) | filer | $50,001 - $100,000 | Interest | — |
| JOHN HANCOCK SEAPORT I (JSFDX) EIF | filer | $50,001 - $100,000 | — | JSFDX |
| LINCOLN MONEYGUARD II (Universal Life) | filer | $50,001 - $100,000 | — | — |
| PRINCE GEORGES CNTY MD (bonds) | filer | $50,001 - $100,000 | — | — |
| MARYLAND ST (bonds) | filer | $50,001 - $100,000 | Interest | — |
| CHARLES CNTY MD CNTY COMMRS-CONS (bonds) | filer | $50,001 - $100,000 | Interest | — |
| Bank of America Corp. Note Linked to the S&P 500 Index (MLTXV) | filer | $50,001 - $100,000 | — | MLTXV |
| FRANKLIN MUTUAL FIN SERV (TFSIX) EIF | filer | $50,001 - $100,000 | — | TFSIX |
| ISHARES CORE MSCI EMERGING (IEMG) EIF | filer | $50,001 - $100,000 | — | IEMG |
| AQR STYLE PREMIA ALTERNATIVE I (QSPIX) EIF | filer | $50,001 - $100,000 | — | QSPIX |
| Bank of America Corp. Note Linked to the S&P 500 Index (MLTVG) | filer | $50,001 - $100,000 | — | MLTVG |
| MONTGOMERY CNTY MD (bonds) | filer | $50,001 - $100,000 | Interest | — |
| NUVEEN MARYLAND QUALITY MUNICIPAL INCOME FUND (NMY) EIF | filer | $50,001 - $100,000 | — | NMY |
| Canadian Imperial Bank of Commerce Note Linked to the Russell 2000 Index (MLTDN) | filer | $50,001 - $100,000 | — | MLTDN |
| Canadian Imperial Bank of Commerce Note Linked to the Russell 2000 Index (MLTXY) | filer | $50,001 - $100,000 | — | MLTXY |
| DREYFUS GLOBAL REAL RETURN I (DRRIX) EIF | filer | $50,001 - $100,000 | — | DRRIX |
| Swedish Export Credit Corp. Note Linked to the Russell 2000 Index (MLTXQ) | filer | $50,001 - $100,000 | — | MLTXQ |
| Bank of America Finance Note Linked to the HLX Housing Sector Index (MLYZE) | filer | $50,001 - $100,000 | — | MLYZE |
| MARYLAND ST DEPT TRANS (bonds) | filer | $50,001 - $100,000 | Interest | — |
| BLACKROCK CAPITAL APPRECIATION FD, INC. A (MDFGX) EIF | filer | $50,001 - $100,000 | — | MDFGX |
| MARYLAND ST DEPT TRANSN CNTY TRANS (bonds) | filer | $50,001 - $100,000 | Interest | — |
| ISHARES NATIONAL MUNI BOND ETF (MUB) EIF | filer | $50,001 - $100,000 | — | MUB |
| AQR MANAGED FUTURES STRATEGY I (AQMIX) EIF | filer | $50,001 - $100,000 | — | AQMIX |
| WISDOMTREE TRUST JAPAN HEDGE EQ (DXJ) EIF | filer | $15,001 - $50,000 | — | DXJ |
| Third Avenue Focused Credit Instl EIF | spouse | $15,001 - $50,000 | — | — |
| ISHARES CORE U.S. AGGREGATE BOND FUND (AGG) EIF | filer | $15,001 - $50,000 | — | AGG |
| BLACKROCK TOTAL RET I (MAHQX) EIF | filer | $15,001 - $50,000 | — | MAHQX |
| Oppenheimer & Co. Inc. (cash account) | filer | $15,001 - $50,000 | — | — |
| ANNE ARUNDEL CNTY MD (bonds) | filer | $15,001 - $50,000 | Interest | — |
| ANNE ARUNDEL CNTY MD (bonds) | filer | $15,001 - $50,000 | Interest | — |
| AUSTIN TEX TX (bonds) | filer | $15,001 - $50,000 | Interest | — |
| CARROLL CNTY MD (bonds) | filer | $15,001 - $50,000 | Interest | — |
| COLUMBUS OHIO (bonds) | filer | $15,001 - $50,000 | Interest | — |
| LOOMIS SAYLES BD FD INSTITUTIONAL (LSDBX) EIF | filer | $15,001 - $50,000 | — | LSDBX |
| PRINCE GEORGES CNTY MD (bonds) | filer | $15,001 - $50,000 | Interest | — |
| SAN ANTONIO TEX WTR REV (bonds) | filer | $15,001 - $50,000 | Interest | — |
| SEATTLE WASH MUN LT & PWR REV (bonds) | filer | $15,001 - $50,000 | Interest | — |
| T ROWE PRICE MID CAP GROWTH FUND INC ADVISOR CL (PMACX) EIF | filer | $15,001 - $50,000 | — | PMACX |
| UNIVERSITY MD SYS AUXILIARY FA (bonds) | filer | $15,001 - $50,000 | Interest | — |
| UTAH ST UNIV REV (bonds) | filer | $15,001 - $50,000 | Interest | — |
| UTAH TRAN AUTH SALES TAX REV (bonds) | filer | $15,001 - $50,000 | Interest | — |
| UNIV MD SYS (bonds) | filer | $15,001 - $50,000 | Interest | — |
| BLACKROCK HI YLD BD PORTFOLIO CLASS A (BHYAX) EIF | filer | $15,001 - $50,000 | — | BHYAX |
| BLACKROCK TOTAL RETURN FUND CL A (MDHQX) EIF | filer | $15,001 - $50,000 | — | MDHQX |
| Maine (NextGen) 529 Plan (BLRK Diversified Portfolio - 75% EQUITY) EIF | filer | $15,001 - $50,000 | — | — |
| VANGUARD TOTAL INTL STOCK ETF (VXUS) EIF | filer | $15,001 - $50,000 | — | VXUS |
| KING CNTY WASH SCH DIST NO 405 (bonds) | filer | $1,001 - $15,000 | Interest | — |
| HOWARD CNTY MD (bonds) | filer | $1,001 - $15,000 | Interest | — |
| FRISCO TX (bonds) | filer | $1,001 - $15,000 | Interest | — |
| OHIO ST WTR DEV AUTH (bonds) | filer | $1,001 - $15,000 | Interest | — |
| NORTH DAKOTA PUB FIN AUTH (bonds) | filer | $1,001 - $15,000 | Interest | — |
| PNC Bank Premium Money Market (cash account) | filer | $1,001 - $15,000 | — | — |
| PNC Bank (cash account) | filer | $1,001 - $15,000 | — | — |
| Galliard Retirement Income Fund 35 EIF | spouse | $1,001 - $15,000 | — | — |
| MARYLAND ST TRANSN AUTH (bonds) | filer | $1,001 - $15,000 | Interest | — |
| TEXAS A & M UNIV REVS (bonds) | filer | $1,001 - $15,000 | Interest | — |
| BANK OF AMERICA, NA (RASP) (money market) (cash account) | filer | $1,001 - $15,000 | — | — |
| TEXAS A & M UNIV PERM UNIV FD (bonds) | filer | $1,001 - $15,000 | Interest | — |
| WELLS FARGO STRAT MUNI BD I (STRIX) EIF | filer | None (or less than $1,001) | — | STRIX |
| VANGUARD SHORT-TERM GOV BD (VSBSX) EIF | filer | None (or less than $1,001) | — | VSBSX |
| Mayer Brown LLP (law firm) | filer | — | Salary/Bonus | — |
| VIRTUS INSIGHT EMERG MKTS I (HIEMX) EIF | filer | None (or less than $1,001) | — | HIEMX |
| Schwab Moderate Strategic Portfolio EIF | spouse | Over $1,000,000 | — | — |
| WASHINGTON SUBN SAN DIST MD (bonds) | filer | None (or less than $1,001) | Interest | — |
| ANNE ARUNDEL CNTY (bonds) | filer | None (or less than $1,001) | Interest | — |
| MARYLAND ST DEPT TRANS (bonds) | filer | None (or less than $1,001) | Interest | — |
| King & Spalding LLP (401K) | spouse | — | — | — |
| MARYLAND ST (bonds) | filer | None (or less than $1,001) | Interest | — |
| MARYLAND ST (bonds) | filer | None (or less than $1,001) | Interest | — |
| King & Spalding LLP | spouse | — | Partnership profits distributions. | — |
| PNC Bank (cash account) | filer | None (or less than $1,001) | — | — |
| ANGEL OAK MULTI STRAT (ANGLX) EIF | filer | None (or less than $1,001) | — | ANGLX |
| First Trust (Unit Investment Trust) 5935 SABRIENT BAKERS DOZEN 2016 (FHMRWX) EIF | filer | None (or less than $1,001) | — | — |
| PIMCO ENHANCED SHRT MTRT EXC (MINT) EIF | filer | None (or less than $1,001) | — | MINT |
| VANGUARD FTSE EUROPE ETF (VGK) EIF | filer | None (or less than $1,001) | — | VGK |
| ISHARES MSCI JAPAN ETF (EWJ) EIF | filer | None (or less than $1,001) | — | EWJ |
| WELLS FARGO STRAT MUNI BD ADM (VMPYX) EIF | filer | None (or less than $1,001) | — | VMPYX |