This database was last updated in October 2019 and should only be used as a historical snapshot. There may be new information that is not included here.
Brenda Cote Fitzgerald departed Jan. 31, 2018
Health and Human Services (joined: July 7, 2017)
Director, Center for Disease Control and Prevention Administration | $179,700 | Financial Disclosure »
Bio, via Georgia Department of Public Health via Internet Archive:
Brenda Fitzgerald, M.D., serves as the Commissioner of the Georgia Department of Public Health (DPH) and State Health Officer. Dr. Fitzgerald, a board-certified Obstetrician-Gynecologist and a Fellow in Anti-Aging Medicine, has practiced medicine for three decades. As Commissioner, Dr. Fitzgerald oversees various state public health programs including Health Promotion and Disease Prevention, Maternal and Child Health, Infectious Disease and Immunization, Environmental Health, Epidemiology, Emergency Preparedness and Response, Emergency Medical Services, Pharmacy, Nursing, Volunteer Health Care, the Office of Health Equity, Vital Records and the State Public Health Laboratory. Dr. Fitzgerald also directs the state’s 18 public health districts and 159 county health departments. Prior to joining DPH, Dr. Fitzgerald held numerous leadership positions. Fitzgerald served on the board and as president of the Georgia OB-GYN Society and she worked as a health care policy advisor with House Speaker Newt Gingrich and Senator Paul Coverdell. She has served as Chairman of the Board for the Georgia Public Policy Foundation and remains a Senior Fellow. Additionally, she served on the Military Academy Selection Boards for Senators Paul Coverdell and Saxby Chambliss, and was a founding board member for the Paul Coverdell Leadership Institute. She also contributed to Leadership Georgia serving as a program chair, served as the 7th District Representative to the Georgia State School Board, and held board posts with Voices for Georgia’s Children, the Advanced Academy of West Georgia, the University of West Georgia Foundation, and the Carrollton Rotary Club. Dr. Fitzgerald holds a Bachelor of Science degree in Microbiology from Georgia State University and a Doctor of Medicine degree from Emory University School of Medicine. She completed post-graduate training at the Emory-Grady Hospitals in Atlanta and held an assistant clinical professorship at Emory Medical Center. As a Major in the U.S. Air Force, Dr. Fitzgerald served at the Wurtsmith Air Force Strategic Air Command (SAC) Base in Michigan and at the Andrews Air Force Base in Washington, D.C.
Former Positions Outside Government
- Georgia Dept. of Public Health Commissioner
- The Association of State and Territorial Health Officials Board Member
Former Compensation Sources
- Georgia Department of Public Health Director
Employment Assets
| Description | Value | Income |
|---|---|---|
| Georgia Dept. of Public Health | $262,500 | |
| Morgan Stanley acct., traditional IRA | ||
| Berkshire Hathaway B (BRK'B) | $50,001 - $100,000 | None (or less than $201) |
| Clearbridge Appreciation A (SHAPX) | $50,001 - $100,000 | $201 - $1,000 |
| Delaware Small/Mid Cap Growth A (DFCIX) | $15,001 - $50,000 | None (or less than $201) |
Other Income/Assets
| Description | Value | Income |
|---|---|---|
| Morgan Stanley brokerage acct (spouse) #2) | ||
| US banking account (cash account) | $1,001 - $15,000 | None (or less than $201) |
| Morgan Stanley brokerage (spouse) | ||
| AT&T Inc (T) | $15,001 - $50,000 | $201 - $1,000 |
| Ford Motor Co Inc. (F) | $15,001 - $50,000 | $1,001 - $2,500 |
| Restoration Hardware (RH) | $1,001 - $15,000 | None (or less than $201) |
| Wells Fargo & Co (WFC) | $15,001 - $50,000 | $201 - $1,000 |
| SEI IMAP joint brokerage acct. | $1,000,001 - $5,000,000 | $5,001 - $15,000 |
| New Jersey State Bond (07-15/17) | $1,001 - $15,000 | None (or less than $201) |
| Massachusetts State Bond (08/01/17) | $1,001 - $15,000 | None (or less than $201) |
| Maryland State Depart TRANSN CONS T Bond (09/01/17) | $1,001 - $15,000 | None (or less than $201) |
| Honolulu Hawaii City & County Bond (11/01/17) | $1,001 - $15,000 | None (or less than $201) |
| Tucson Arizona Bond (07/01/18) | $1,001 - $15,000 | None (or less than $201) |
| Horry County S C Bond (03/01/18) | $1,001 - $15,000 | None (or less than $201) |
| Charlotte N C Bond (07/01/16) | $1,001 - $15,000 | None (or less than $201) |
| Gwinnett CNTY GA Wtr & SEW AUT Bond (08/01/18 | $1,001 - $15,000 | None (or less than $201) |
| Columbus Ohio Bond (07/01/18) | $1,001 - $15,000 | None (or less than $201) |
| Maryland State Bond (03/01/18) | $1,001 - $15,000 | None (or less than $201) |
| Charlotte N C CTFS PARTN Bond (12/01/18) | $1,001 - $15,000 | None (or less than $201) |
| South Carolina State Bond (04/01/19) | $1,001 - $15,000 | None (or less than $201) |
| Massachusetts State Bond (10/01/19) | $1,001 - $15,000 | None (or less than $201) |
| New York St DORM AUTH REVS NON (10/01/19) | $1,001 - $15,000 | None (or less than $201) |
| Washington St FOR ISSUES DTD P (08-01/19) | $1,001 - $15,000 | None (or less than $201) |
| Virginia State RES AUTH INFRASTRU Bond (11/01/19) | $1,001 - $15,000 | None (or less than $201) |
| Mecklenburg County NC Bond (08/01/18 | $1,001 - $15,000 | None (or less than $201) |
| District of Columbia Bond (06/01/19) | $1,001 - $15,000 | None (or less than $201) |
| Georgia State Bond (07/01/19) | $1,001 - $15,000 | None (or less than $201) |
| Georgia State Bond (01/01/20) | $1,001 - $15,000 | None (or less than $201) |
| New York ST DORM AUTH ST PERS (03/15/20) | $1,001 - $15,000 | None (or less than $201) |
| Oregon St Department Administrative Bond (04/01/20) | $1,001 - $15,000 | None (or less than $201) |
| Agllent Technologies, Inc (A) | $1,001 - $15,000 | None (or less than $201) |
| Apple Inc. (AAPL) | $1,001 - $15,000 | None (or less than $201) |
| AbbVie Inc. (ABBV) | $1,001 - $15,000 | None (or less than $201) |
| AmerisourceBergen Corp (ABC) | $1,001 - $15,000 | None (or less than $201) |
| Abertis Infraestr UNSP ADR EACH Repr (ABRTY) | None (or less than $1,001) | None (or less than $201) |
| Agricultural Bank of China UNSP ADR EA REP 25 ORD H SH (ACGBY) | $1,001 - $15,000 | None (or less than $201) |
| Arch Capital Group Ltd. (ACGL) | $1,001 - $15,000 | None (or less than $201) |
| Accenture pic Class A Ordinary Shares(ACN) | $1,001 - $15,000 | None (or less than $201) |
| Avenue Income Credit Strategies FUnd (ACP) | None (or less than $1,001) | None (or less than $201) |
| AllianzGi Diversified Income & Convertible Fund | None (or less than $1,001) | None (or less than $201) |
| Automatic Data Processing, Inc.(ADP) | $1,001 - $15,000 | None (or less than $201) |
| American Electric Power Company, Inc (AEP) | $1,001 - $15,000 | None (or less than $201) |
| AllianceBernstein National Municipal Income Fund Inc (AFB) | $1,001 - $15,000 | None (or less than $201) |
| American Financial Group, Inc (AFG) | $1,001 - $15,000 | None (or less than $201) |
| AFLAC Inc (AFL) | None (or less than $1,001) | None (or less than $201) |
| Advent Claymore Convertible Securities and Income Fund (AGC) | $1,001 - $15,000 | None (or less than $201) |
| Alpine GlobalDynamic Dividend Fund Shares (AGD) | None (or less than $1,001) | None (or less than $201) |
| AGNC Investment Corp. (AGNC) | $1,001 - $15,000 | None (or less than $201) |
| Apollo Tactical Income Fund Inc. (AIF) | $1,001 - $15,000 | None (or less than $201) |
| Allison Transmission Holdings, Inc (ALSN) | None (or less than $1,001) | None (or less than $201) |
| Amgen, Inc. (AMGN) | None (or less than $1,001) | None (or less than $201) |
| Ameriprise Financial, Inc (AMP) | $1,001 - $15,000 | None (or less than $201) |
| American Tower Corporation (REIT) (AMT) | $1,001 - $15,000 | None (or less than $201) |
| TD Ameritrade Holding Corporation (AMTD) | None (or less than $1,001) | None (or less than $201) |
| Amazon.com, Inc (AMZN) | $1,001 - $15,000 | None (or less than $201) |
| Alpine Total Dynamic Dividend Fund (AOD) | $1,001 - $15,000 | None (or less than $201) |
| Artisan Partners Asset Management Inc. Class A (APAM) | None (or less than $1,001) | None (or less than $201) |
| Amphenol Corporation (APH) | $1,001 - $15,000 | None (or less than $201) |
| Antero Tesources Corporation (AR) | None (or less than $1,001) | None (or less than $201) |
| Ares Dynamic Credit Allocation Fund, Inc (ARDC) | $100,001 - $250,000 | None (or less than $201) |
| Associated Banc-Corp (ASB) | None (or less than $1,001) | None (or less than $201) |
| Atlas Copco AB SPON ADS (ATLKY) | $1,001 - $15,000 | None (or less than $201) |
| Advent Claymore Convertible Securities and Income Fund (AVK) | $1,001 - $15,000 | None (or less than $201) |
| Alumina Limited SPON ADR EACH REP (AWCMY) | $1,001 - $15,000 | None (or less than $201) |
| Alliancebernstein Global High Income Fund (AWF) | None (or less than $1,001) | None (or less than $201) |
| Alpine Global Premier Properties Fund (AWP) | $1,001 - $15,000 | None (or less than $201) |
| AXA ADS (AXAHY) | $1,001 - $15,000 | None (or less than $201) |
| Axis Capital Holdings Limited (AXS) | $1,001 - $15,000 | None (or less than $201) |
| AutoZone Inc | None (or less than $1,001) | None (or less than $201) |
| Bank of America Corporatioo (BAC) | $1,001 - $15,000 | None (or less than $201) |
| Baxter International Inc (BAX) | $1,001 - $15,000 | None (or less than $201) |
| BB Seguridade Part SPON ADR (BBSEY) | None (or less than $1,001) | None (or less than $201) |
| Best Buy Co., Inc (BBY) | $1,001 - $15,000 | None (or less than $201) |
| C.R. Bard, Inc | None (or less than $1,001) | None (or less than $201) |
| Blackrock Resources & Commodities Strategy Trust (BCX) | None (or less than $1,001) | None (or less than $201) |
| Blackrock Enhanced Equity Dividend Trust (BDJ) | $1,001 - $15,000 | None (or less than $201) |
| Becton, Dickinson And Company (BDX) | None (or less than $1,001) | None (or less than $201) |
| Brown Forman Inc Class B (BFB) | None (or less than $1,001) | None (or less than $201) |
| Bunge Limited (BG) | None (or less than $1,001) | None (or less than $201) |
| Blackstone / GSO Strategic Credit Fund (BGB) | $1,001 - $15,000 | None (or less than $201) |
| Blackstone GSO Long Short Credit Income Fund (BGX) | None (or less than $1,001) | None (or less than $201) |
| Blackrock Enhanced International Dividend Trust (BGY) | $1,001 - $15,000 | None (or less than $201) |
| Bio-Rad Laboratories, Inc Class A (BIO) | $1,001 - $15,000 | None (or less than $201) |
| BlackRock Multi-Sector Income Trust (BIT) | None (or less than $1,001) | None (or less than $201) |
| Bemis Company, Inc (BMS) | None (or less than $1,001) | None (or less than $201) |
| Bristol-Myers Squibb Company BMY | None (or less than $1,001) | None (or less than $201) |
| Beneficial Bancorp, Inc | None (or less than $1,001) | None (or less than $201) |
| Blackrock Enhanced Global Dividend Trust (BOE) | $1,001 - $15,000 | None (or less than $201) |
| Buckeye Partners LP (BPL) | $1,001 - $15,000 | None (or less than $201) |
| Berkshire Hathaway Inc. New (BRK.B) | $1,001 - $15,000 | None (or less than $201) |
| Bruker Corporation (BRKR) | None (or less than $1,001) | None (or less than $201) |
| Boston Scientific Corporation (BSX) | $1,001 - $15,000 | None (or less than $201) |
| Blue Buffalo Pet Products, Inc (BUFF) | None (or less than $1,001) | None (or less than $201) |
| Blackstone Mortgage Trust, Inc (BXMT) | $1,001 - $15,000 | None (or less than $201) |
| Bezeq The Israel Telecommunication Corporation UNSP ADR (BZQIY) | $1,001 - $15,000 | None (or less than $201) |
| Citigroup, Inc (C) | None (or less than $1,001) | None (or less than $201) |
| ConAgra Brands, Inc (CAG) | $1,001 - $15,000 | None (or less than $201) |
| Cardinal Health Inc (CAH) | None (or less than $1,001) | None (or less than $201) |
| Caseys General Stores, Inc (CASY) | $1,001 - $15,000 | None (or less than $201) |
| Caterpillar, Inc (CAT) | None (or less than $1,001) | None (or less than $201) |
| Chubb Limited (CB) | $1,001 - $15,000 | None (or less than $201) |
| CBOE Holdings, Inc (CBOE) | $1,001 - $15,000 | None (or less than $201) |
| Crown Castle International Corp(REIT) (CCI) | $1,001 - $15,000 | None (or less than $201) |
| Cabot Microelectronics Cororation (CCMP) | $1,001 - $15,000 | None (or less than $201) |
| CDK Global, Inc (CDK) | None (or less than $1,001) | None (or less than $201) |
| Celgene Corporation (CELG) | None (or less than $1,001) | None (or less than $201) |
| Cerner Corporation (CERN) | $1,001 - $15,000 | None (or less than $201) |
| Capitol Federal Financial, Inc (CFFN) | $1,001 - $15,000 | None (or less than $201) |
| Culler/Frost Bankers, Inc (CFR) | None (or less than $1,001) | None (or less than $201) |
| Church & Dwight Company, Inc (CHD) | $1,001 - $15,000 | None (or less than $201) |
| Churchill Dwons, Incorporated (CHDN) | $1,001 - $15,000 | None (or less than $201) |
| Chemed Corporation (CHE) | $1,001 - $15,000 | None (or less than $201) |
| Charter Financial Corp (CHFN) | $1,001 - $15,000 | None (or less than $201) |
| China Mobile Limited (CHL) | $1,001 - $15,000 | None (or less than $201) |
| Cherry Hill Mortgage Investment Corporation (CHMI) | None (or less than $1,001) | None (or less than $201) |
| Chunghwa Telecom Co., Ltd. (CHT) | None (or less than $1,001) | None (or less than $201) |
| Cigna Corporation (CI) | None (or less than $1,001) | None (or less than $201) |
| China Construction Bank Corporation (CICHY) | $1,001 - $15,000 | None (or less than $201) |
| BlackRock Capital and Income Fund, Inc (CII) | None (or less than $1,001) | None (or less than $201) |
| Cincinnati Financial Corporation (CINF) | $1,001 - $15,000 | None (or less than $201) |
| Colgate-Palmolive Company (CL) | $1,001 - $15,000 | None (or less than $201) |
| Core Laboratories N.V. (CLB) | $1,001 - $15,000 | None (or less than $201) |
| The Clorox Company (CLX) | $1,001 - $15,000 | None (or less than $201) |
| Comcast Corporation (CMCSA) | $1,001 - $15,000 | None (or less than $201) |
| CME Group, Inc (CME) | None (or less than $1,001) | None (or less than $201) |
| Compass Group PLC (CMPGY) | $1,001 - $15,000 | None (or less than $201) |
| Canadian National Railway Company (CNI) | $1,001 - $15,000 | None (or less than $201) |
| Capital One Financial Corporation (COF) | None (or less than $1,001) | None (or less than $201) |
| Cooper Companies, Inc (COO) | $1,001 - $15,000 | None (or less than $201) |
| Costco Wholesale Corporation (COST) | $1,001 - $15,000 | None (or less than $201) |
| Campbell Soup Company(CPB) | None (or less than $1,001) | None (or less than $201) |
| Capella Education Company (CPLA) | None (or less than $1,001) | None (or less than $201) |
| Camden Property Trust (CPT) | $1,001 - $15,000 | None (or less than $201) |
| Clifton Bancorp Inc (CSBK) | None (or less than $1,001) | None (or less than $201) |
| Cisco Systens, Inc (CSCO) | $1,001 - $15,000 | None (or less than $201) |
| CST Brands, Inc (CST) | $1,001 - $15,000 | None (or less than $201) |
| CSK Corporation (CSK) | $1,001 - $15,000 | None (or less than $201) |
| Cintas Corporation (CTAS) | None (or less than $1,001) | None (or less than $201) |
| Ctrip,com International, Ltd (CTRP) | $1,001 - $15,000 | None (or less than $201) |
| CVS Health Corporation (CVS) | $1,001 - $15,000 | None (or less than $201) |
| Chevron Corporation CVX) | $1,001 - $15,000 | None (or less than $201) |
| Cypress Semiconductor Corporation (CY) | $1,001 - $15,000 | None (or less than $201) |
| Dominion Energy (D) | None (or less than $1,001) | None (or less than $201) |
| E. I. du Pont de Nemours and Company (DD) | None (or less than $1,001) | None (or less than $201) |
| Deere & Company (DE) | $1,001 - $15,000 | None (or less than $201) |
| Quest Diagnostics Incorporated (DGX) | None (or less than $1,001) | None (or less than $201) |
| Danaher Corporation (DHR) | None (or less than $1,001) | None (or less than $201) |
| Nuveen Dow 30 Dynamic Overwrite Fund (DIAX) | None (or less than $1,001) | None (or less than $201) |
| Walt Disney Company (DIS) | $1,001 - $15,000 | None (or less than $201) |
| Dreyfus Municipal Bond Infrastructure Fund, Inc (DMB) | None (or less than $1,001) | None (or less than $201) |
| Dunkin' Brands Group, Inc. (DNKN) | None (or less than $1,001) | None (or less than $201) |
| Amdocs Limited (DOX) | None (or less than $1,001) | None (or less than $201) |
| Duff & Phelps Global utility Income Fund Inc. (DPG) | None (or less than $1,001) | None (or less than $201) |
| Dr Pepper Snapple Group, Inc. (DPS) | $1,001 - $15,000 | None (or less than $201) |
| Diversified Real Asset Income Fund (DRA) | None (or less than $1,001) | None (or less than $201) |
| Blackrock Debt Strategies Fund, Inc (DSU) | $1,001 - $15,000 | None (or less than $201) |
| DTE Energy Company (DTE) | $1,001 - $15,000 | None (or less than $201) |
| Duke Energy Corporation (DUK) | $1,001 - $15,000 | None (or less than $201) |
| DaVita Inc (DVA) | None (or less than $1,001) | None (or less than $201) |
| Dell Technologies Inc. (DVMT) | $1,001 - $15,000 | None (or less than $201) |
| Daiwa House Industry Co.,Ltd. (DWAHY) | None (or less than $1,001) | None (or less than $201) |
| Wells Fargo Advantage Funds - Wells Fargo Income Opportunities Fund (EAD) | $1,001 - $15,000 | None (or less than $201) |
| eBay Inc (EBAY) | None (or less than $1,001) | None (or less than $201) |
| Meridian Bancorp, Inc. (EBSB) | $1,001 - $15,000 | None (or less than $201) |
| Ecolab Inc (ECL) | $1,001 - $15,000 | None (or less than $201) |
| Consolidated Edison, Inc. (ED) | $1,001 - $15,000 | None (or less than $201) |
| Enbridge Energy Partners, L.P. (EEP) | $1,001 - $15,000 | None (or less than $201) |
| Western Asset Global High Income Fund Inc. (EHI) | $1,001 - $15,000 | None (or less than $201) |
| Eaton Vance Municipal Bond Fund (EIM) | $1,001 - $15,000 | None (or less than $201) |
| Edison International (EIX) | None (or less than $1,001) | None (or less than $201) |
| Estee Lauder Companies, Inc (EL) | $1,001 - $15,000 | None (or less than $201) |
| Western Asset Emerging Markets Debt Fund Inc (EMD) | $1,001 - $15,000 | None (or less than $201) |
| Wells Fargo Advantage Funds - Wells Fargo Global Dividend Opportunity Fund (EOD) | $1,001 - $15,000 | None (or less than $201) |
| EOG Resources, Inc. (EOG) | None (or less than $1,001) | None (or less than $201) |
| Enterprise Products Partners L.P. (EPD) | $15,001 - $50,000 | None (or less than $201) |
| EQT Midstream Partners, LP (EQM) | $1,001 - $15,000 | None (or less than $201) |
| Wells Fargo Advantage Multi-Sector Income Fund (ERC) | $1,001 - $15,000 | None (or less than $201) |
| Erie Indemnity Company (ERIE) | $1,001 - $15,000 | None (or less than $201) |
| Eversource Energy (ES) | $1,001 - $15,000 | None (or less than $201) |
| Essilor International Société Anonyme (ESLOY) | $1,001 - $15,000 | None (or less than $201) |
| Express Scripts Holding Company (ESRX) | None (or less than $1,001) | None (or less than $201) |
| ESSA Bancorp, Inc. (ESSA) | $1,001 - $15,000 | None (or less than $201) |
| Eutelsat Communications S.A. (ETCMY) | $1,001 - $15,000 | None (or less than $201) |
| Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) | $1,001 - $15,000 | None (or less than $201) |
| Eaton Corporation plc (ETN) | $1,001 - $15,000 | None (or less than $201) |
| Energy Transfer Partners, L.P. (ETP) | $1,001 - $15,000 | None (or less than $201) |
| Eaton Vance Short Duration Diversified Income Fund (EVG) | None (or less than $1,001) | None (or less than $201) |
| Eaton Vance Limited Duration Income Fund (EVV) | None (or less than $1,001) | None (or less than $201) |
| Edwards Lifesciences Corporation (EW) | $1,001 - $15,000 | None (or less than $201) |
| Expeditors International of Washington, Inc. (EXPD) | $1,001 - $15,000 | None (or less than $201) |
| Extra Space Storage Inc. (EXR) | None (or less than $1,001) | None (or less than $201) |
| Facebook, Inc. (FB) | $1,001 - $15,000 | None (or less than $201) |
| Fresh Del Monte Produce Inc. (FDP) | None (or less than $1,001) | None (or less than $201) |
| FactSet Research Systems Inc. (FDS) | None (or less than $1,001) | None (or less than $201) |
| First Trust Enhanced Equity Income Fund (FFA) | None (or less than $1,001) | None (or less than $201) |
| Fiserv, Inc. (FISV) | None (or less than $1,001) | None (or less than $201) |
| Flowserve Corporation (FLS) | None (or less than $1,001) | None (or less than $201) |
| Ford Otomotiv Sanayi A.S. (FOVSY) | $1,001 - $15,000 | None (or less than $201) |
| First Republic Bank (FRC) | $1,001 - $15,000 | None (or less than $201) |
| General Dynamics Corporation (GD) | $1,001 - $15,000 | None (or less than $201) |
| General Electric Company (GE) | $1,001 - $15,000 | None (or less than $201) |
| Prudential Global Short Duration High Yield Fund, Inc (GHY) | None (or less than $1,001) | None (or less than $201) |
| Gilead Sciences, Inc. (GILD) | None (or less than $1,001) | None (or less than $201) |
| General Mills, Inc. (GIS) | $1,001 - $15,000 | None (or less than $201) |
| Galp Energia, SGPS, S.A. (GLPEY) | None (or less than $1,001) | None (or less than $201) |
| Alphabet, Inc (GOOG) | None (or less than $1,001) | None (or less than $201) |
| Alphabet Ince (GOOGL) | $1,001 - $15,000 | None (or less than $201) |
| Garman Ltd (GRMN) | None (or less than $1,001) | None (or less than $201) |
| Hyatt Hotels Corporation Class A (H) | $1,001 - $15,000 | None (or less than $201) |
| Halliburton Company (HAL) | None (or less than $1,001) | None (or less than $201) |
| Hasbro, Inc (HAS) | None (or less than $1,001) | None (or less than $201) |
| Hawaiian Telcom Holdco, Inc (HCOM) | None (or less than $1,001) | None (or less than $201) |
| Healthcare Services Group (HCSG) | $1,001 - $15,000 | None (or less than $201) |
| Home Depot, Inc (HD) | $1,001 - $15,000 | None (or less than $201) |
| HDFC Bank Limited (HDB) | $1,001 - $15,000 | None (or less than $201) |
| Kimberly-Clark Corporation (KMB) | $1,001 - $15,000 | None (or less than $201) |
| Kinder Morgan, Inc. (KMI) | $1,001 - $15,000 | None (or less than $201) |
| The Coca-Cola Company (KO) | $1,001 - $15,000 | None (or less than $201) |
| Kroger Company (KR) | None (or less than $1,001) | None (or less than $201) |
| Lamar Advertising Company (LAMR) | $1,001 - $15,000 | None (or less than $201) |
| Lancaster Colony Corporation (LANC) | None (or less than $1,001) | None (or less than $201) |
| L Brands, Inc (LB) | None (or less than $1,001) | None (or less than $201) |
| Leidos Holdings, Inc (LDOS) | None (or less than $1,001) | None (or less than $201) |
| Cohen & Steers Limited Duration Preferred and Income Fund, Inc. (LDP | $1,001 - $15,000 | None (or less than $201) |
| Lennar Corp (LEN) | None (or less than $1,001) | None (or less than $201) |
| Legal & General GP (LGGNY) | None (or less than $1,001) | None (or less than $201) |
| Laboratory Corp of America (LH) | $1,001 - $15,000 | None (or less than $201) |
| LJM Preservation & Growth Fund (LJMIX) | $100,001 - $250,000 | None (or less than $201) |
| L3 Technologies (LLL) | None (or less than $1,001) | None (or less than $201) |
| Eli Lilly & Co. (LLY) | $1,001 - $15,000 | $1,001 - $2,500 |
| Lockheed Martin Corp. (LMT) | $1,001 - $15,000 | None (or less than $201) |
| Grand Canyon Education Inc. (LOPE) | None (or less than $1,001) | None (or less than $201) |
| Lowes Companies Inc (LOW) | None (or less than $1,001) | None (or less than $201) |
| LifePoint Health Inc. (LPNT) | None (or less than $1,001) | None (or less than $201) |
| Landstar System Inc. (LSTR) | None (or less than $1,001) | None (or less than $201) |
| Lamb Weston Holdings Inc.(LW) | None (or less than $1,001) | None (or less than $201) |
| Mastercard Inc. (MA) | $1,001 - $15,000 | None (or less than $201) |
| Mid-America Apartment Communities Inc. (MAA) | None (or less than $1,001) | None (or less than $201) |
| Mobile TeleSystems PJSC (MBT) | $1,001 - $15,000 | None (or less than $201) |
| McDonalds Corp (MCD) | $1,001 - $15,000 | None (or less than $201) |
| Mednax Inc. (MD) | None (or less than $1,001) | None (or less than $201) |
| Mondelez International Inc (MDLZ) | None (or less than $201) | |
| Medtronic plc (MDT) | None (or less than $1,001) | None (or less than $201) |
| MercadoLibre Inc (MELI) | $1,001 - $15,000 | None (or less than $201) |
| MetLife Inc (MET) | $1,001 - $15,000 | None (or less than $201) |
| MFA Financial Inc (MFA) | None (or less than $1,001) | None (or less than $201) |
| Macquarie Global Infrastructure Total Return Fund (MGU) | None (or less than $1,001) | None (or less than $201) |
| Pioneer Municipal High Income Trust (MHI) | None (or less than $1,001) | None (or less than $201) |
| McCormick & Co. (MKC) | $1,001 - $15,000 | None (or less than $201) |
| Markel Corp. ((MKL) | None (or less than $1,001) | None (or less than $201) |
| 3M Company (MMM) | $1,001 - $15,000 | None (or less than $201) |
| Magellan Midstream Partners LP (MMP) | $15,001 - $50,000 | None (or less than $201) |
| Altria Group Inc. (MO) | $1,001 - $15,000 | None (or less than $201) |
| Monsanto Co. )MON) | None (or less than $1,001) | None (or less than $201) |
| Morningstar Inc (MORN) | $1,001 - $15,000 | None (or less than $201) |
| Marathon Petroleum Corp. (MPC) | None (or less than $1,001) | None (or less than $201) |
| MPLX LP (MPLX) | $1,001 - $15,000 | None (or less than $201) |
| Merck & Co. (MRK) | $1,001 - $15,000 | None (or less than $201) |
| Microsoft Corp (MSFT) | $1,001 - $15,000 | None (or less than $201) |
| The Madison Square Garden Co. (MSG) | None (or less than $1,001) | None (or less than $201) |
| M&T Corp. (MTB) | None (or less than $1,001) | None (or less than $201) |
| Mettler-Toledo International Inc. (MTD) | $1,001 - $15,000 | None (or less than $201) |
| BlackRock Muni Intermediate Duration Fund, Inc. (MUI) | $1,001 - $15,000 | None (or less than $201) |
| Murphy Oil Corporation (MUR) | None (or less than $1,001) | None (or less than $201) |
| Maxim Integrated Products, Inc (MXIM) | None (or less than $1,001) | None (or less than $201) |
| Nuveen Quality Municipal Income Fund (NAD) | $1,001 - $15,000 | None (or less than $201) |
| Nuveen AMT-Free Wuality Municipal Income Fund (NEA) | $1,001 - $15,000 | None (or less than $201) |
| NextEra Energy, Inc. (NEE) | None (or less than $1,001) | None (or less than $201) |
| Newmont Mining Corporation (NEM) | None (or less than $1,001) | None (or less than $201) |
| Northfield Bancorp, Inc (NFBK) | None (or less than $1,001) | None (or less than $201) |
| AllianzGI NFJ Dividend, Interest & Premium Strategy Fund (NFJ) | $1,001 - $15,000 | None (or less than $201) |
| National HealthCare Corporation (NHC) | None (or less than $1,001) | None (or less than $201) |
| Nike, Inc (NKE) | None (or less than $1,001) | None (or less than $201) |
| Nielsen N.V. Ordinary Shares (NLSN) | $1,001 - $15,000 | None (or less than $201) |
| Northrop Grumman Corp (NOC) | $1,001 - $15,000 | None (or less than $201) |
| Nordea Bank AB (publ) (NRBAY) | None (or less than $1,001) | None (or less than $201) |
| Nestlé S.A. (NSRGY) | $1,001 - $15,000 | None (or less than $201) |
| Nuveen AMT-Free Municipal Credit Income Fund (NVG) | $1,001 - $15,000 | None (or less than $201) |
| Novartis AG (NVS) | $1,001 - $15,000 | None (or less than $201) |
| Novozymes A/S (NVZMY) | $1,001 - $15,000 | None (or less than $201) |
| Northwest Bancshares, Inc. (NWBI) | None (or less than $1,001) | None (or less than $201) |
| American Funds New World F1 (NWFFX) | $50,001 - $100,000 | None (or less than $201) |
| Nuveen Municipal Credit Income Fund (NZF) | $1,001 - $15,000 | None (or less than $201) |
| Orthofix International N.V. (OFIX) | None (or less than $1,001) | None (or less than $201) |
| ONEOK, Inc. (OKE) | None (or less than $1,001) | None (or less than $201) |
| ONEOK Partners, L.P. (OKS) | $1,001 - $15,000 | None (or less than $201) |
| Owens & Minor, Inc. (OMI) | None (or less than $1,001) | None (or less than $201) |
| Oracle Corporation (ORCL) | $1,001 - $15,000 | None (or less than $201) |
| Otter Tail Corporation (OTTR) | None (or less than $1,001) | None (or less than $201) |
| HollyFrontier Corporation (HFC) | None (or less than $1,001) | None (or less than $201) |
| Hartford Financial Services Group, Inc (HIG) | None (or less than $1,001) | None (or less than $201) |
| Western Asset High Income Opportunity Fund Inc. (HIO) | None (or less than $1,001) | None (or less than $201) |
| Healthcare Realty Trust Incorporated (HR) | None (or less than $1,001) | None (or less than $201) |
| Hill-Rom Holdings, Inc. (HRC) | None (or less than $1,001) | None (or less than $201) |
| Hormel Foods Corporation (HRL) | None (or less than $1,001) | None (or less than $201) |
| Harris Corporation (HRS) | None (or less than $1,001) | None (or less than $201) |
| Henry Schein, Inc. (HSIC) | None (or less than $1,001) | None (or less than $201) |
| Host Hotels & Resorts, Inc | None (or less than $1,001) | None (or less than $201) |
| The Hershey Company (HSY) | $1,001 - $15,000 | None (or less than $201) |
| John Hancock Tax-Advantaged Dividend Income Fund (HTD) | None (or less than $1,001) | None (or less than $201) |
| Humana Inc. (HUM) | None (or less than $1,001) | None (or less than $201) |
| Western Asset High Yield Defined Opportunity Fund Inc. (HYI) | None (or less than $1,001) | None (or less than $201) |
| BlackRock Corporate High Yield Fund, Inc. (HYT) | $1,001 - $15,000 | None (or less than $201) |
| IAC/InterActiveCorp (IAC) | $1,001 - $15,000 | None (or less than $201) |
| Interactive Brokers Group, Inc. (IBKR) | None (or less than $1,001) | None (or less than $201) |
| International Business Machines Corporation (IBM) | None (or less than $1,001) | None (or less than $201) |
| Voya Global Equity Dividend and Premium Opportunity Fund (IGD) | $1,001 - $15,000 | None (or less than $201) |
| CBRE Clarion Global Real Estate Income Fund (IGR) | $1,001 - $15,000 | None (or less than $201) |
| ING Groep N.V. (ING) | $1,001 - $15,000 | None (or less than $201) |
| Ingredion Incorporated (INGR) | $1,001 - $15,000 | None (or less than $201) |
| World Fuel Services Corporation (INT) | None (or less than $1,001) | None (or less than $201) |
| Intel Corporation (INTC) | None (or less than $1,001) | None (or less than $201) |
| Intuit Inc. (INTU) | None (or less than $1,001) | None (or less than $201) |
| International Paper Company (IP) | None (or less than $1,001) | None (or less than $201) |
| Nuveen Global High Income Fund (JGH) | $1,001 - $15,000 | None (or less than $201) |
| Jack Henry & Associates, Inc. (JKHY) | None (or less than $1,001) | None (or less than $201) |
| Johnson & Johnson (JNJ) | $1,001 - $15,000 | None (or less than $201) |
| Nuveen Preferred Income Opportunities Fund (JPC) | $1,001 - $15,000 | None (or less than $201) |
| Nuveen Preferred and Income Term Fund (JPI) | None (or less than $1,001) | None (or less than $201) |
| JPMorgan Chase & Co. (JPM) | $1,001 - $15,000 | None (or less than $201) |
| Nuveen Tax-Advantaged Total Return Strategy Fund (JTA) | None (or less than $1,001) | None (or less than $201) |
| Nuveen Tax-Advantaged Dividend Growth Fund (JTD) | None (or less than $1,001) | None (or less than $201) |
| John Wiley & Sons Inc. (JWA) | None (or less than $1,001) | None (or less than $201) |
| Kellogg Company (K) | $1,001 - $15,000 | None (or less than $201) |
| The Kraft Heinz Company (KHC) | None (or less than $1,001) | None (or less than $201) |
| KKR Income Opportunities Fund (KIO) | None (or less than $1,001) | None (or less than $201) |
| Occidental Petroleum Corporation (OXY) | $1,001 - $15,000 | None (or less than $201) |
| Plains All American Pipeline, L.P. (PAA) | $1,001 - $15,000 | None (or less than $201) |
| PacWest Bancorp (PACW) | $1,001 - $15,000 | None (or less than $201) |
| Paychex, Inc. (PAYX) | None (or less than $1,001) | None (or less than $201) |
| People's United Financial, Inc. (PBCT) | None (or less than $1,001) | None (or less than $201) |
| PACCAR Inc (PCAR) | None (or less than $1,001) | None (or less than $201) |
| Pacific Gas and Electric Company (PCG) | None (or less than $1,001) | None (or less than $201) |
| Patterson Companies, Inc. (PDCO) | None (or less than $1,001) | None (or less than $201) |
| Public Service Enterprise Group Incorporated (PEG) | None (or less than $1,001) | None (or less than $201) |
| Pattern Energy Group Inc. (PEGI) | $1,001 - $15,000 | None (or less than $201) |
| Pepsico, Inc. (PEP) | $1,001 - $15,000 | None (or less than $201) |
| Pfizer Inc. (PFE) | $1,001 - $15,000 | None (or less than $201) |
| The Procter & Gamble Company (PG) | $1,001 - $15,000 | None (or less than $201) |
| PerkinElmer, Inc. (PKI) | None (or less than $1,001) | None (or less than $201) |
| Philip Morris International Inc. (PM) | $1,001 - $15,000 | None (or less than $201) |
| Putnam Managed Municipal Income Trust (PMM) | $1,001 - $15,000 | None (or less than $201) |
| Putnam Municipal Opportunities Trust (PMO) | $1,001 - $15,000 | None (or less than $201) |
| Panera Bread Company (PNRA) | None (or less than $1,001) | None (or less than $201) |
| Pinnacle West Capital Corporation (PNW) | None (or less than $1,001) | None (or less than $201) |
| PPL Corporation (PPL) | None (or less than $1,001) | None (or less than $201) |
| ProAssurance Corporation (PRA) | $1,001 - $15,000 | None (or less than $201) |
| Provident Financial Holdings, Inc. (PROV) | None (or less than $1,001) | None (or less than $201) |
| Prudential Financial, Inc. (PRU) | None (or less than $1,001) | None (or less than $201) |
| Public Storage (PSA) | None (or less than $1,001) | None (or less than $201) |
| Public Storage DEP SH REPSTG (PSA-S) | $1,001 - $15,000 | None (or less than $201) |
| Praxair, Inc. (PX) | $1,001 - $15,000 | None (or less than $201) |
| PayPal Holdings, Inc. (PYPL) | None (or less than $1,001) | None (or less than $201) |
| Quintiles IMS Holdings, Inc. (Q) | $1,001 - $15,000 | None (or less than $201) |
| QUALCOMM Incorporated (QCOM) | $1,001 - $15,000 | None (or less than $201) |
| Brookfield Real Assets Income Fund Inc. (RA) | $1,001 - $15,000 | None (or less than $201) |
| Reynolds American Inc. (RAI) | None (or less than $1,001) | None (or less than $201) |
| Reckitt Benckiser Group plc (RBGLY) | $1,001 - $15,000 | None (or less than $201) |
| Royal Dutch Shell plc (RDS-B) | $1,001 - $15,000 | None (or less than $201) |
| Everest Re Group, Ltd. (RE) | $1,001 - $15,000 | None (or less than $201) |
| Reinsurance Group of America, Incorporated (RGA) | $1,001 - $15,000 | None (or less than $201) |
| RTL Group SA (RGLXY) | None (or less than $1,001) | None (or less than $201) |
| Rio Tinto plc (RIO) | None (or less than $1,001) | None (or less than $201) |
| ResMed Inc. (RMD) | None (or less than $1,001) | None (or less than $201) |
| Cohen & Steers REIT and Preferred Income Fund, Inc. (RNP) | $1,001 - $15,000 | None (or less than $201) |
| RenaissanceRe Holdings Ltd. (RNR) | $1,001 - $15,000 | None (or less than $201) |
| Resource Real Estate Diversified Income Fund - Class A (RREDX) | $50,001 - $100,000 | None (or less than $201) |
| Republic Services, Inc. (RSG) | $1,001 - $15,000 | None (or less than $201) |
| Raytheon Company (RTN) | $1,001 - $15,000 | None (or less than $201) |
| EchoStar Corporation (SATS) | $1,001 - $15,000 | None (or less than $201) |
| Sampo Oyj (SAXPY) | $1,001 - $15,000 | None (or less than $201) |
| Starbucks Corporation (SBUX) | None (or less than $1,001) | None (or less than $201) |
| LMP Capital and Income Fund Inc. (SCD) | None (or less than $1,001) | None (or less than $201) |
| SCANA Corporation (SCG) | None (or less than $1,001) | None (or less than $201) |
| Scholastic Corporation (SCHL) | None (or less than $1,001) | None (or less than $201) |
| Scholastic Corporation (SCHL) | None (or less than $1,001) | None (or less than $201) |
| The Charles Schwab Corporation (SCHW) | $1,001 - $15,000 | None (or less than $201) |
| Sands China Ltd. (SCHYY) | $1,001 - $15,000 | None (or less than $201) |
| Service Corporation International (SCI) | $1,001 - $15,000 | None (or less than $201) |
| SEI Daily Income Trust Government Fund Class F (SEOXX) | None (or less than $1,001) | None (or less than $201) |
| SEI Daily Income Trust Government Fund Class F (SEOXX) | $1,001 - $15,000 | None (or less than $201) |
| SEI Daily Income Trust Government Fund Class F (SEOXX) | $1,001 - $15,000 | None (or less than $201) |
| SEI Daily Income Trust Government Fund Class F (SEOXX) | $1,001 - $15,000 | None (or less than $201) |
| SEI Daily Income Trust Government Fund Class F (SEOXX) | None (or less than $1,001) | None (or less than $201) |
| Standard Bank Group Limited (SGBLY) | None (or less than $1,001) | None (or less than $201) |
| Sirius XM Holdings Inc. (SIRI) | $1,001 - $15,000 | None (or less than $201) |
| The J. M. Smucker Company (SJM) | $1,001 - $15,000 | None (or less than $201) |
| Schlumberger Limited (SLB) | $1,001 - $15,000 | None (or less than $201) |
| SLM Corporation (SLM) | $1,001 - $15,000 | None (or less than $201) |
| Sumitomo Mitsui Financial Group, Inc. (SMFG) | $1,001 - $15,000 | None (or less than $201) |
| Snam S.p.A. (SNMRY) | None (or less than $1,001) | None (or less than $201) |
| The Southern Company (SO) | $1,001 - $15,000 | None (or less than $201) |
| Spectrum Brands Holdings, Inc. (SPB) | $1,001 - $15,000 | None (or less than $201) |
| Spirit AeroSystems Holdings, Inc. (SPR) | None (or less than $1,001) | None (or less than $201) |
| Suncor Energy Inc. (SU) | $1,001 - $15,000 | None (or less than $201) |
| Sysco Corporation (SYY) | $1,001 - $15,000 | None (or less than $201) |
| AT&T Inc. (T) | $1,001 - $15,000 | None (or less than $201) |
| Territorial Bancorp Inc. (TBNK) | None (or less than $1,001) | None (or less than $201) |
| Tencent Holdings Limited (TCEHY) | $1,001 - $15,000 | None (or less than $201) |
| Bio-Techne Corporation (TECH) | None (or less than $1,001) | None (or less than $201) |
| Templeton Emerging Markets Income Fund (TEI) | None (or less than $1,001) | None (or less than $201) |
| Teradyne, Inc. (TER) | $1,001 - $15,000 | None (or less than $201) |
| Teva Pharmaceutical Industries Limited (TEVA) | None (or less than $1,001) | None (or less than $201) |
| TFS Financial Corp (TFSL) | $1,001 - $15,000 | None (or less than $201) |
| Teleflex Incorporated (TFX) | $1,001 - $15,000 | None (or less than $201) |
| Target Corporation (TGT) | None (or less than $1,001) | None (or less than $201) |
| Turkcell Iletisim Hizmetleri A.S. (TKC) | None (or less than $1,001) | None (or less than $201) |
| The Timken Company (TKR) | None (or less than $1,001) | None (or less than $201) |
| Tokyo Electron Limited (TOELY) | $1,001 - $15,000 | None (or less than $201) |
| TOTAL S.A. (TOT) | $1,001 - $15,000 | None (or less than $201) |
| T. Rowe Price Group, Inc. (TROW) | None (or less than $1,001) | None (or less than $201) |
| The Travelers Companies, Inc. (TRV) | None (or less than $1,001) | None (or less than $201) |
| Tractor Supply Company (TSCO) | None (or less than $1,001) | None (or less than $201) |
| Taiwan Semiconductor Manufacturing Company Limited (TSM) | $1,001 - $15,000 | None (or less than $201) |
| Techtronic Industries Company Limited (TTNDY) | $1,001 - $15,000 | None (or less than $201) |
| Two Harbors Investment Corp. (TWO) | $1,001 - $15,000 | None (or less than $201) |
| Time Warner Inc. (TWX) | None (or less than $1,001) | None (or less than $201) |
| Tyler Technologies, Inc. (TYL) | $1,001 - $15,000 | None (or less than $201) |
| Under Armour, Inc. (UA) | None (or less than $1,001) | None (or less than $201) |
| Ulta Beauty, Inc. (ULTA) | $1,001 - $15,000 | None (or less than $201) |
| Unilever N.V. (UN) | $1,001 - $15,000 | None (or less than $201) |
| UnitedHealth Group Incorporated (UNH) | None (or less than $1,001) | None (or less than $201) |
| Union Pacific Corporation (UNP) | None (or less than $1,001) | None (or less than $201) |
| United Parcel Service, Inc. (UPS) | $1,001 - $15,000 | None (or less than $201) |
| U.S. Bancorp (USB) | $1,001 - $15,000 | None (or less than $201) |
| Cohen & Steers Infrastructure Fund, Inc (UTF) | $1,001 - $15,000 | None (or less than $201) |
| Unitil Corporation (UTL) | $1,001 - $15,000 | None (or less than $201) |
| United Technologies Corporation (UTX) | $1,001 - $15,000 | None (or less than $201) |
| Universal Corporation (UVV) | None (or less than $1,001) | None (or less than $201) |
| Visa Inc. (V) | $1,001 - $15,000 | None (or less than $201) |
| V.F. Corporation (VFC) | $1,001 - $15,000 | None (or less than $201) |
| Vector Group Ltd. (VGR) | None (or less than $1,001) | None (or less than $201) |
| Vodafone Group Plc (VOD) | None (or less than $1,001) | None (or less than $201) |
| Voya Financial, Inc. (VOYA) | None (or less than $1,001) | None (or less than $201) |
| Validus Holdings, Ltd. (VR) | $1,001 - $15,000 | None (or less than $201) |
| Verisk Analytics, Inc. (VRSK) | $1,001 - $15,000 | None (or less than $201) |
| VeriSign, Inc. (VRSN) | None (or less than $1,001) | None (or less than $201) |
| Verizon Communications Inc. (VZ) | $1,001 - $15,000 | None (or less than $201) |
| Waters Corporation (WAT) | $1,001 - $15,000 | None (or less than $201) |
| Walgreens Boots Alliance, Inc. (WBA) | $1,001 - $15,000 | None (or less than $201) |
| WESCO International, Inc. (WCC) | None (or less than $1,001) | None (or less than $201) |
| Workday, Inc. (WDAY) | None (or less than $1,001) | None (or less than $201) |
| WEC Energy Group, Inc. (WEC) | $1,001 - $15,000 | None (or less than $201) |
| Wells Fargo & Company (WFC) | $1,001 - $15,000 | None (or less than $201) |
| Whole Foods Market, Inc. (WFM) | None (or less than $1,001) | None (or less than $201) |
| Whirlpool Corporation (WHR) | None (or less than $1,001) | None (or less than $201) |
| Whiting Petroleum Corporation (WLL) | None (or less than $1,001) | None (or less than $201) |
| Willis Towers Watson Public Limited Company (WLTW) | $1,001 - $15,000 | None (or less than $201) |
| Waste Management, Inc. (WM) | $1,001 - $15,000 | None (or less than $201) |
| The Williams Companies, Inc. (WMB) | None (or less than $1,001) | None (or less than $201) |
| Wal-Mart Stores, Inc. (WMT) | $1,001 - $15,000 | None (or less than $201) |
| Williams Partners L.P. (WPZ) | $1,001 - $15,000 | None (or less than $201) |
| White Mountains Insurance Group, Ltd. (WTM) | $1,001 - $15,000 | None (or less than $201) |
| Weyerhaeuser Co. (WY) | $1,001 - $15,000 | None (or less than $201) |
| Xcel Energy Inc. (XEL) | $1,001 - $15,000 | None (or less than $201) |
| Exxon Mobil Corporation (XOM) | $1,001 - $15,000 | None (or less than $201) |
| DENTSPLY SIRONA Inc. (XRAY) | $1,001 - $15,000 | None (or less than $201) |
| Alleghany Corporation (Y) | None (or less than $1,001) | None (or less than $201) |
| Yum! Brands, Inc. (YUM) | None (or less than $1,001) | None (or less than $201) |
| Yum China Holdings, Inc. (YUMC) | None (or less than $1,001) | None (or less than $201) |
| Zimmer Biomet Holdings, Inc. (ZBH) | None (or less than $1,001) | None (or less than $201) |
| TD Ameritrade | ||
| Cedar Fair L P Depositry Unit | $1,001 - $15,000 | None (or less than $201) |
| Dominos Pizza Inc Com | $15,001 - $50,000 | None (or less than $201) |
| DOW Chemical Com | $1,001 - $15,000 | None (or less than $201) |
| Dunkin Brands Group Com | $1,001 - $15,000 | None (or less than $201) |
| Enbridge Inc Com | $15,001 - $50,000 | None (or less than $201) |
| Lowes Cos Inc Com | $15,001 - $50,000 | None (or less than $201) |
| Vanguard S&P 500 Growth ETF | $1,001 - $15,000 | None (or less than $201) |
| Walt Disney Co COM | $1,001 - $15,000 | None (or less than $201) |
| TD Ameritrade #2 | ||
| American Funds Washington Mutual R5 | $100,001 - $250,000 | None (or less than $201) |
| Loomis Sayles Core Plus Bond Fund Class N | $100,001 - $250,000 | None (or less than $201) |
| Mainstay Unconstrained Bond I | $100,001 - $250,000 | None (or less than $201) |
| American Funds Europacific Gr R5 | $100,001 - $250,000 | None (or less than $201) |
| SEI Instl Mgd Managed Volatility A | $100,001 - $250,000 | None (or less than $201) |
| Mainstay Epoch Global Equity Yield Inv | $100,001 - $250,000 | None (or less than $201) |
| Vanguard Dividend Growth Inv | $100,001 - $250,000 | None (or less than $201) |
| PRIMECAP Odyssey Growth | $50,001 - $100,000 | None (or less than $201) |
| Oppenheimer Developing Markets A | $50,001 - $100,000 | None (or less than $201) |
| SEI Instl Global Mngd Volatility A | $50,001 - $100,000 | None (or less than $201) |
| Templeton Global Bond Adv | $50,001 - $100,000 | None (or less than $201) |
| Mainstay High Yield Corporate Bond I | $50,001 - $100,000 | None (or less than $201) |
| Franklin K2 Alternative Strategies Adv | $50,001 - $100,000 | None (or less than $201) |
| Fidelity Low-Priced Stock | $50,001 - $100,000 | None (or less than $201) |
| T Rowe Price Small-Cap Value | $50,001 - $100,000 | None (or less than $201) |
| PIMCO Real Return D | $15,001 - $50,000 | None (or less than $201) |
| Berkshire Hathaway B (BRK'B) | $250,001 - $500,000 | None (or less than $201) |
| Tableau Software Inc. (DATA) | $15,001 - $50,000 | None (or less than $201) |
| General Motors Company (GM) | None (or less than $1,001) | None (or less than $201) |
| AT&T Inc. | $1,001 - $15,000 | None (or less than $201) |
| Comcast Corp. | $1,001 - $15,000 | None (or less than $201) |
Spouse's Employment Assets
| Description | Value | Income Type | Income Amount |
|---|---|---|---|
| Thomas E. Fitzgerald III MD Inc | $100,001 - $250,000 | Consulting Fees | |
| Morgan Stanley Rollover IRA | |||
| Apple. Inc (AAPL) | $100,001 - $250,000 | $201 - $1,000 | |
| Bank of America Corp. (BAC) | $15,001 - $50,000 | $201 - $1,000 | |
| Morgan Stanley Bank N.A. (cash acct.) | $1,001 - $15,000 | None (or less than $201) | |
| Morgan Stanley traditional IRA acct. | |||
| Anheuser Busch InBev SA (BUD) -- | $1,001 - $15,000 | Dividends | $201 - $1,000 |
| AT&T Inc (T) | $1,001 - $15,000 | Dividends | $201 - $1,000 |
| Bristol Myers Squibb Co. (BMY) | $1,001 - $15,000 | Dividends | $201 - $1,000 |
| Caterpillar Inc. (CAT) | $15,001 - $50,000 | Dividends | $201 - $1,000 |
| Cisco Systems Inc (CSCO) | $1,001 - $15,000 | Dividends | $201 - $1,000 |
| Coca-Cola Co. (KO) | $1,001 - $15,000 | Dividends | $201 - $1,000 |
| Exxon Mobil Corp (XOM) | $15,001 - $50,000 | Dividends | $201 - $1,000 |
| Ford Motor Co (F) | $1,001 - $15,000 | None (or less than $201) | |
| General Electric Co. (GE) | $1,001 - $15,000 | None (or less than $201) | |
| Intel Corp (INTC) | $1,001 - $15,000 | Dividends | $201 - $1,000 |
| Johnson & Johnson (JNJ) | $1,001 - $15,000 | Dividends | $201 - $1,000 |
| JP Morgan Chase & Co. (JPM) | $15,001 - $50,000 | Dividends | $201 - $1,000 |
| McDonalds Corp (MCD) | $15,001 - $50,000 | Dividends | $201 - $1,000 |
| Merck & Co Inc (MRK) | $1,001 - $15,000 | Dividends | $201 - $1,000 |
| Metlife Inc (MET) | $15,001 - $50,000 | Dividends | $201 - $1,000 |
| Procter & Gamble (PG) | $15,001 - $50,000 | Dividends | $201 - $1,000 |
| Verizon Communications (VZ) | $1,001 - $15,000 | Dividends | $201 - $1,000 |
| Walmart Stores Inc (WMT) | $15,001 - $50,000 | Dividends | $201 - $1,000 |
| Anheuser Busch InBev SA (BUD) , call option, strike = 120, exp. 8/18/17 (value difficult to ascertain) | None (or less than $201) | ||
| AT&T (T), call option, strike = 40, exp. 7/21/17, 2 sh. (value difficult to ascertain) | None (or less than $201) | ||
| Bristol Myers Squibb (BMY), call option, strike = 57.5, exp. 9/15/17, 2 sh. (value difficult to ascertain) | None (or less than $201) | ||
| Caterpillar (CAT), call option, strike = 80, exp. 1/19/18, 2 sh. (value difficult to ascertain) | None (or less than $201) | ||
| Cisco Systems Inc (CSCO), call option, strike = 33, exp. 10/20/17, 2 sh. (value difficult to ascertain) | None (or less than $201) | ||
| Exxon Mobil Corp. (XOM), call option, strike = 82.5, exp. 7/21/17, 2 sh. (value difficult to ascertain) | None (or less than $201) | ||
| Ford Motor Co. (F), call option, strike = 12, exp.9/15/17, 3 sh. (value difficult to ascertain) | None (or less than $201) | ||
| General Electric Co (GE), call option, strike = 29, exp. 7/21/17, 2 sh. (value difficult to ascertain) | None (or less than $201) | ||
| Intel Corp. (INTC), call option, strike = 37, exp. 8/18/17, 2 sh. (value difficult to ascertain) | None (or less than $201) | ||
| Johnson & Johnson (JNJ), call option, strike = 120, exp. 1/19/18, 1 sh. (value difficult to ascertain) | None (or less than $201) | ||
| JP Morgan Chase & Co (JPM), call option, strike = 75, exp. 1/19/18, 2 sh. (value difficult to ascertain) | None (or less than $201) | ||
| McDonalds Corp (MCD), call option, strike = 135, exp. 1/19/18, 1 sh. (value difficult to ascertain) | None (or less than $201) | ||
| Metlife Inc. (MET), call option, strike = 50, exp. 1/19/18, 3 sh. (value difficult to ascertain) | None (or less than $201) | ||
| Procter & Gamble (PG), call option, strike = 87.5, exp. 10/20/17, 2 sh. (value difficult to ascertain) | None (or less than $201) | ||
| Verizon Communication (VZ), call option, strike = 47, exp. 8/18/17, 2 sh. (value difficult to ascertain) | None (or less than $201) | ||
| Walmart Stores Inc (WMT), call option, strike = 77.5, exp. 9/15/17, 2 sh. (value difficult to ascertain) | None (or less than $201) | ||
| Entrust Group IRA | |||
| GW Tool LLC | $50,001 - $100,000 | None (or less than $201) | |
| Greenway Messenger LLC | $50,001 - $100,000 | None (or less than $201) | |
| GW Ventures LLC | $250,001 - $500,000 | None (or less than $201) |
Do you know something about Brenda Cote Fitzgerald? Send us an email at [email protected] or send a Signal message to 347-244-2134.
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