Mary Geiger Lewis

2017Annual

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What was filed

541
investments
1
positions
0
gifts
2
agreements
3
debts
0
reimbursements
0
income
2
spouse income

Named parties

L&B Holdings, LLC
Bank of America (Merrill lynch (Wealth Management)
American Express
Capital One
Lewis, Babcock & Gniffin, LLP « Income denved from practice of law
L&B Holdings, LLC - Income derived from practice of law

As filed

Geiger Partnership, partnership interest with no control — Distribution

Quincunx, LLC. member of LLC (H) — Distribution

Rental office building & land, Columbia. SC

Congaree Hunt Club, partnership mterest — Distribution

BB&T Common Stock — Int/Div

Investment Rental Property, Columbia, SC — Rent

Investment Property, Georgetown, SC — None

Investment Rental Property, Columbia, SC — Rent

Trust #1 (H) 21650

Coca Cola Com — Int/Div

INTL Business Machines Corp IBM — Int/Div

VANGUARD GROWTH ETF — Int/Div

FIRST EAGLE GLOBAL CLASS — Int/Div — Sold (part)

GOLDMAN SACHS RISING DIVIDEND GROWTH FD INSTL — Int/Div

LOOMIS SAYLES SR FLOAT RTE & FIXDINCFDCLY — Int/Div — Sold (part)

TROWE PRICE CAPITAL APPRECIATION FD RETAIL — Int/Div — Sold (part)

THORNBURG INVSMT INCOME BUILDER FUNDCL 1 — Int/Div — Sold (part)

ML BANK DEPOSIT PROGRAM — Interest

ANGELOAK MLLTSTRT INCI — Int/Div — Sold

BLACKROCK STRATEGIC INCOME OPPRTNTS PTF INST — Int/Div — Sold

GEBLEV STEPUP ISS BAC — None — Redeemed

BLACKSTONE ALT MULTISTRATEGY FUND CLASS — Int/Div

DEUTSCHE X-TRACKERS MSCI EAFE HEDGED EQUITY ETF — Int/Div — Sold (part)

PIMCO FDS INCOME FD CL — Int/Div — Buy (add'l)

PIMCO FDS INCOME FD CL — Buy (add'l)

AQR MANAGED FUTURES STRATEGY FUNDCL I — None

POPLAR FOREST PARTNERS FUND CL 1 — Int/Div

LOOMIS SAYLES STRATEGIC INCOME FUNDCLY — Int/Div — Sold (part)

LOOMIS SAYLES STRATEGIC INCOME FUNDCLY — Sold

AQR STYLE PREMIA ALTERNATIVE FUNDCL I — Int/Div

VANGUARD VALLE ETF — Int/Div

CHIRON CAPITAL ALLOCATION FUND — Int/Div — Buy

DOUBLELINE TOTAL RETURN BOND FUNDCL I — Int/Div — Buy

FIRST TRUST ETFIV TACTICAL HIGH YIELD ETF — Int/Div — Buy

JP MORGAN ETF TRUST SHS — Int/Div — Buy

PIMCO SHORT TERM MUTUAL FUND Lp — Int/Div — Buy

Trust £2 (H) 13696

ML BANK DEPOSIT PROGRAM — Interest

DOUBLELINE TOTAL RETURN BOND FUNDCL I — Int/Div — Buy (add'l)

DOUBLELINE TOTAL RETURN BOND FUNDCL I — Buy (add'l)

FIDELITY ADVISOR BIOTECHNOLOGY FD CL 1 — Int/Div — Sold (part)

GOLDMAN SACHS RISING DIVIDEND GROWTH FD INSTL — Int/Div — Buy (add'l)

GOLDMAN SACHS RISING DIVIDEND GROWTH FD INSTL — Sold (part)

GOLDMAN SACHS RISING DIVIDEND GROWTH FD INSTL — Sold

KOPERNIK GLOBAL ALL CAP FUND INSTL CLASS — Int/Div — Sold (part)

KOPERNIK GLOBAL ALL CAP FUND INSTL CLASS — Sold (part)

KOPERNIK GLOBAL ALL CAP FUND INSTL CLASS — Sold

MATTHEWS ASIA DIVIDEND FUND INV CLASS — Int/Div — Sold (part)

TROWE PRICE CAPITAL APPRECIATION FD RETAIL — Int/Div

FIRST EAGLE GLOBAL CLASS) — Int/Div — Buy (add'l)

THORNBURG INVSMT INCOME BUILDER FUNDCL 1 — Int/Div

VANGUARD GROWTH ETF — Int/Div — Sold (part)

DB X-TRACKERS MSCI EAFE HEDGED EQUITY FUND — Int/Div — Sold (part)

DB X-TRACKERS MSCI EAFE HEDGED EQUITY FUND — Sold (part)

GOTHAM ABS RTN FD INSTL — None

POPLAR FORREST PARTNERS FUND CL — Int/Div — Sold (part)

POPLAR FORREST PARTNERS FUND CL — Sold (part)

PIMCO INCOME FUNDCLP — Int/Div — Buy (add'l)

PIMCO INCOME FUNDCLP — Buy (add'l)

VANGUARD VALUE ETF — Int/Div — Sold (part)

VANGUARD VALUE ETF — Sold (part)

AQR MGD FUTURES STRAT — None — Buy (add'l)

AQR MGD FUTURES STRAT — Sold

BLCKSTONE ALTMULTSTR 1 — Int/Div

JP MORGAN GLOBAL ALLOCATION FD SELECT CL — Int/Div — Sold (part)

HENDERSON EUROPEAN FOCUS FUND CLASS — None — Sold

KINDER MORGAN INC — Int/Div — Sold

AMEX TECHNLGY SELCT SPDR — Int/Div — Sold (part)

AMEX TECHNLGY SELCT SPDR — Sold

EV TABS 5TO 15 YR LADDERED MUNI BONDFDI(X) — Int/Div — Buy (add'l)

EV TABS 5TO 15 YR LADDERED MUNI BONDFDI(X) — Buy (add'l)

FIDELITY ADVISOR REAL ESTATE INCOME FUND CL 1¢X) — Int/Div — Buy (add'l)

FIRST TRUST ETFIV FIRST FIRST TRUST TACTICAL HIGH YIELD ETF (X) — Int/Div — Buy (add'l)

FIRST TRUST ETFIV FIRST FIRST TRUST TACTICAL HIGH YIELD ETF (X) — Sold (part)

FIRST TRUST ETFIV FIRST FIRST TRUST TACTICAL HIGH YIELD ETF (X) — Buy (add'l)

LOOMIS SAYLES SR FLOAT RAT & FIXDINCFDCLY — Int/Div — Buy (add'l)

LOOMIS SAYLES SR FLOAT RAT & FIXDINCFDCLY — Sold (part)

LOOMIS SAYLES SR FLOAT RAT & FIXDINCFDCLY — Buy (add'l)

MAINSTAY HIGH YIELD MUNICIPAL BOND FUNDCL 1 — Int/Div — Buy (add'l)

MAINSTAY HIGH YIELD MUNICIPAL BOND FUNDCL 1 — Buy (add'l)

LOOMIS SAYLES STRATEGIC INC FD LY — Int/Div — Sold

VANECK VECTORS OIL — None — Sold

TROWE PRICE SUMMIT MUNI INTERMEDIATE FD CL NON — Int/Div — Buy (add'l)

AQR STYLE PREMIA ALTERNATIVE FUND CL — Int/Div — Buy (add'l)

MARATHON OIL CORP (X) — None — Sold

DEVON ENERGY CORP (X) — Int/Div — Sold

CVS HEALTH CORP (X) — Int/Div — Sold

MONDELEZ INTERNATIONAL INC (X) — Int/Div — Sold

WALT DISNEY CO (X) — Int/Div — Sold (part)

CITIZENS FINANCIAL GROUP INC(X) — Int/Div — Sold

APPLE INC (X) — Int/Div

AUTOMATIC DATA PROC (X) — Int/Div

MEDTRONIC PLC (X) — Int/Div — Buy (add'l)

MEDTRONIC PLC (X) — Sold (part)

MICROSOFT CORP (X) — Int/Div

NEXTERA ENERGY CORP (X) — Int/Div

AMERICAN WATER WORKS COM (X) — Int/Div

BLACKROCK INC (X) — Int/Div

CITIGROUP INC COM NEW (X) — Int/Div

CHUBB LIMITED (FORMER ACE LIMITED) (X) — Int/Div

COMCAST CORP NEW CLA (X) — Int/Div

COSTCO WHOLESALE CRP DEL (X) — Int/Div

DANAHER CORP (FORMERLY FORTIVE CORM (X) — Int/Div

ECOLAB INC (X) — Int/Div

FEDEX CORP DELAWARE COM (X) — Int/Div

HOME DEPOT INC (X) — Int/Div

HONEYWELL INTL INC DEL (X) — Int/Div

LOCKHEED MARTIN CORP (X) — Int/Div

THERMO FISHER SCIENTIFIC INC (X) — Int/Div

TOTAL S.A. SP ADR (X) — Int/Div

TEXAS INSTRUMENTS (X) — Int/Div

UNION PACIFIC CORP (X) — Int/Div

VISA INC CL A SHRS (X) — Int/Div

AMERICAN TOWER REIT INC (X) — Int/Div — Buy (add'l)

AMERICAN TOWER REIT INC (X) — Sold (part)

VERIZON COMMUNICATNS COM (X) — Int/Div — Buy (add'l)

VERIZON COMMUNICATNS COM (X) — Sold

ANTHEM INC — Int/Div — Buy

ASG MANAGED FUTURES STRATEGY Ad — Int/Div — Buy

BROADCOM INC — Int/Div — Buy

CHIRON CAPITAL ALLOCATION FUND — Int/Div — Buy

CHIRON CAPITAL ALLOCATION FUND — Buy (add'l)

DOWDUPONT INC — Int/Div — Buy

DOWDUPONT INC — Buy (add'l)

HUMANA INC — Int/Div — Buy

ISHARES EDGE MSCI MULTIFACTOR LSA ETF — Int/Div — Buy

ISHARES EDGE MSCI MULTIFACTOR LSA ETF — Buy (add'l)

JP MORGAN ETF TRUST SHS — Int/Div — Buy

JP MORGAN ETF TRUST SHS — Buy (add'l)

KOPERNIK INTERNATIONAL FUND — Int/Div — Buy

PROLOGIS INC — Int/Div — Buy

PROLOGIS INC — Buy (add'l)

SUNTRUST BANKS INC — Int/Div — Buy

SUNTRUST BANKS INC — Buy (add'l)

SYSCO CORP — Int/Div — Buy

WALMART INC — Int/Div — Buy

Individual Retirement Account (H)

DB X-TRACKERS MSCI EAFE HEDGED EQUITY FUND — Int/Div — Sold (part)

DB X-TRACKERS MSCI EAFE HEDGED EQUITY FUND — Sold (part)

GOLDMAN SACHS RISING DIVIDEND GROWTH FD INSTL — Int/Div — Sold (part)

GOLDMAN SACHS RISING DIVIDEND GROWTH FD INSTL — Sold (part)

POPLAR FOREST PARTNERS FUND CL — Int/Div — Sold (part)

POPLAR FOREST PARTNERS FUND CL — Sold (part)

POPLAR FOREST PARTNERS FUND CL — Buy (add'l)

KOPERNIK GLOBAL ALL CAP FUND INSTL CLASS — None — Sold (part)

KOPERNIK GLOBAL ALL CAP FUND INSTL CLASS — Sold (part)

KOPERNIK GLOBAL ALL CAP FUND INSTL CLASS — Sold

MAINSTAY MARKETFIELD FUND CL HY)

T ROWE PRICE CAPITAL APPRECIATION FD RETAIL — Int/Div

FIRST EAGLE GLOBAL CLASS — Int/Div — Buy (add'l)

FIRST EAGLE GLOBAL CLASS — Buy (add'l)

VANGUARD VALUE ETF — Int/Div — Sold (part)

VANGUARD VALUE ETF — Sold (part)

VANGUARD GROWTH ETF — Int/Div — Sold (part)

VANGUARD GROWTH ETF — Sold (part)

VANGUARD GROWTH ETF — Buy (add'l)

DOUBLELINE TOT RTRN BD — Int/Div — Buy (add'l)

DOUBLELINE TOT RTRN BD — Buy (add'l)

GOTHAM ABSOLUTE RETURN FUND INSTL CLASS — None — Sold (part)

HENDERSON EUROPEAN FOCUS FUND CLASS — None — Sold

MATTHEWS ASIA DIVIDEND FUND — Int/Div — Sold (part)

PIMCO FDS INCOME — Int/Div — Buy (add'l)

PIMCO FDS INCOME — Buy (add'l)

AMEX TECHNOLOGY SELCT SPDR — Int/Div — Sold (part)

AMEX TECHNOLOGY SELCT SPDR — Sold (part)

AOR MGD FUTURES STRAT — None — Buy (add'l)

AOR MGD FUTURES STRAT — Buy (add'l)

BLKSTONE ALTMLTSTR 1 — Int/Div — Sold (part)

JP MORGAN GLOBAL ALLOCATION FD — Int/Div — Sold (part)

FIDELITY ADVISOR BIOTECHNOLOGY FD CL — None — Sold (part)

FIDELITY ADVISOR BIOTECHNOLOGY FD CL — Sold (part)

FIDELITY ADVISOR BIOTECHNOLOGY FD CL — Buy (add'l)

FIDLEITY ADVISOR REAL ESTATE INCOME FUND CL — Int/Div — Buy (add'l)

FIDLEITY ADVISOR REAL ESTATE INCOME FUND CL — Buy (add'l)

KINDER MORGAN INC — Int/Div — Sold

LOOMIS SAYLES STRATEGIC INCOME FDCLY — Int/Div — Sold

AQR STYLER PREMIA ALTERNATIVE FUNDCL — Int/Div — Buy (add'l)

AQR STYLER PREMIA ALTERNATIVE FUNDCL — Buy (add'l)

THORNBURG INVESTMENT INCOME BUILDER FUNDCL — Int/Div — Buy (add'l)

VERIZON COMMUNICATNS COM (X) — Int/Div — Sold

CVS HEALTH CORP (X) — Int/Div — Sold

DEVON ENERGY CORP (X) — Int/Div — Sold

JANUS FLEXIBLE BOND FUND CL 1(X) — Int/Div — Sold

MONDELEZ INTERNATIONAL INC (X) — Int/Div — Sold

MEDTRONIC PLC (X) — Int/Div — Sold (part)

MARATHON OIL CORP (X) — Int/Div — Sold

VANECK VECTORS OIL (X) — None — Sold

APPLE INC (X) — Int/Div

ALTOMATIC DATA PROC (X) — Int/Div

AMERICAN TOWER REIT INC (X) — Int/Div — Buy (add'l)

AMERICAN TOWER REIT INC (X) — Sold (part)

AMERICAN WATER WORKS COM (X) — Int/Div

CITIGROUP INC COM NEW (XO) — Int/Div

CHUBB LIMITED (FORMER ACE LIMITED) (X) — Int/Div

COMCAST CORP NEW CLA(X) — Int/Div

COSTCO WHOLESALE CRP DEL (X) — Int/Div

DANAHER CORP (FORMERLY FORTIVE CORM (XX) — Int/Div

WALT DISNEY CO (X) — Int/Div — Sold (part)

ECOLAB INC (X) — Int/Div

FEDEX CORP DELAWARE COM (X) — Int/Div

HOME DEPOT INC (X) — Int/Div

HONEYWELL INTL INC DEL (X) — Int/Div

LOCKHEED MARTIN CORP (X) — Int/Div

MICROSOFT CORP (X) — Int/Div

NEXTERA ENERGY CORP (X) — Int/Div

THERMO FISHER SCIENTIFIC INC (XD) — Int/Div

TOTAL SA. SP ADR (X) — Int/Div

UNION PACIFIC CORP (X) — Int/Div

VISA INC CL A SHRS (X) — Int/Div

CITIZENS FINANCIAL GROUP INC (X) — Int/Div — Buy (add'l)

CITIZENS FINANCIAL GROUP INC (X) — Sold

ANTHEM INC — Int/Div — Buy

BLKRK STR INC OP PTF INST — Int/Div — Buy

BLKRK STR INC OP PTF INST — Buy (add'l)

CHIRON CAPITAL ALLOCATION FUND — Int/Div — Buy

CHIRON CAPITAL ALLOCATION FUND — Buy (add'l)

CHIRON CAPITAL ALLOCATION FUND — Sold (part)

DOWDUPONT INC — Int/Div — Buy

DOWDUPONT INC — Buy (add'l)

FIRST TRUST ETFIV TACTICAL HIGH YIELD ETF — Int/Div — Buy

FIRST TRUST ETFIV TACTICAL HIGH YIELD ETF — Sold (part)

FIRST TRUST ETFIV TACTICAL HIGH YIELD ETF — Buy (add'l)

HUMANA INC — Int/Div — Buy

ISHARES EDGE MSCI MULTIFACTOR USA ETF — Int/Div — Buy

ISHARES EDGE MSCI MULTIFACTOR USA ETF — Buy (add'l)

IP MORGAN ETF TRUST SHS — Int/Div — Buy

IP MORGAN ETF TRUST SHS — Buy (add'l)

KOPERNIK INTERNATIONAL FUND — Int/Div — Buy

LOOMIS SAYLES SR FLOAT RTE & FIXDINCFDCLY — Int/Div — Buy

LOOMIS SAYLES SR FLOAT RTE & FIXDINCFDCLY — Sold (part)

LOOMIS SAYLES SR FLOAT RTE & FIXDINCFDCLY — Buy (add'l)

PIMCO SHORT TERM MUTUAL FUND Lp — Int/Div — Buy

PIMCO SHORT TERM MUTUAL FUND Lp — Buy (add'l)

PROLOGIS INC — Int/Div — Buy

PROLOGIS INC — Buy (add'l)

SUNTRUST BANKS INC — Int/Div — Buy

SUNTRUST BANKS INC — Buy (add'l)

SYSCO CORP — Int/Div — Buy

TEXAS INSTRUMENTS — Int/Div — Buy

TEXAS INSTRUMENTS — Buy (add'l)

WALMART INC — None — Buy

Individual Retirement Account (H) 83258

CHUBB LIMITED (FORMERLY ACE LIMITED) — Int/Div

AUTOMATIC DATA PROX — Int/Div — Sold (part)

AMERICAN WTR WKS CO INC NEW — Int/Div — Sold (part)

CITIGROUP INC COM NEW — Int/Div — Sold (part)

COMCAST CORP NEW CL A — Int/Div — Sold (part)

COSTCO WHOLESALE CRP DEL — Int/Div

CVS CAREMARK CORP — Int/Div — Sold

DB X-TRACKERS MSCI EAFE HEDGED EQUITY FUND — Int/Div — Sold (part)

DB X-TRACKERS MSCI EAFE HEDGED EQUITY FUND — Sold (part)

DB X-TRACKERS MSCI EAFE HEDGED EQUITY FUND — Buy (add'l)

DOUBLELINE TOTAL RETURN BOND FUNDCL — Int/Div — Buy (add'l)

DOUBLELINE TOTAL RETURN BOND FUNDCL — Buy (add'l)

FIDELITY ADVISOR BIOTECHNOLOGY FD CLI — None — Sold (part)

FIDELITY ADVISOR BIOTECHNOLOGY FD CLI — Sold (part)

FIDELITY ADVISOR BIOTECHNOLOGY FD CLI — Buy (add'l)

FEDEXCORP DELAWARE COM — Int/Div — Sold (part)

GOTHAM ABSOLUTE RETURN FUND INSTL CLASS — None — Sold (part)

GOLDMAN SACHS RISING DIVIDEND GROWTH FD INSTL — Int/Div — Buy (add'l)

GOLDMAN SACHS RISING DIVIDEND GROWTH FD INSTL — Sold (part)

GOLDMAN SACHS RISING DIVIDEND GROWTH FD INSTL — Sold

HOME DEPOT INC — Int/Div — Sold (part)

HONEYWELL INTL INC DEL — Int/Div — Sold (part)

FIA CARD SVS NA RASP — Interest

POPLAR FOREST PARTNERS FUND CL) — Int/Div — Sold (part)

POPLAR FOREST PARTNERS FUND CL) — Sold (part)

POPLAR FOREST PARTNERS FUND CL) — Buy (add'l)

KOPERNIK GLOBAL ALL CAP FUND INSTL CLASS — None — Sold (part)

KOPERNIK GLOBAL ALL CAP FUND INSTL CLASS — Sold (part)

KOPERNIK GLOBAL ALL CAP FUND INSTL CLASS — Sold

LOOMIS SAYLES SR FLOAT RTE & FIXDINCFDCLY — Int/Div — Buy (add'l)

LOOMIS SAYLES SR FLOAT RTE & FIXDINCFDCLY — Sold (part)

LOOMIS SAYLES SR FLOAT RTE & FIXDINCFDCLY — Buy (add'l)

MATTHEWS ASIA DIVIDEND FUND INV CLASS — Int/Div — Sold (part)

MATTHEWS ASIA DIVIDEND FUND INV CLASS — Buy (add'l)

PIMCO INCOME FUNDCLP — Int/Div — Buy (add'l)

PIMCO INCOME FUNDCLP — Buy (add'l)

T ROWE PRICE CAPITAL APPRECIATION FD RETAIL — Int/Div

FIRST EAGLE GLOBAL CLASS — Int/Div — Buy (add'l)

FIRST EAGLE GLOBAL CLASS — Buy (add'l)

THORNBURG INVSMT INCOME BUILDER FUNDCL — Int/Div — Buy (add'l)

THERMO FISHER SCIENTIFIC INC — Int/Div — Sold (part)

VISA INCCL A SHRS — Int/Div — Sold (part)

VANGUARD VALUE ETF — Int/Div — Sold (part)

VANGUARD VALUE ETF — Sold (part)

VANGUARD GROWTH ETF — Int/Div — Sold (part)

RITS — Sold (part)

RII) — Buy (add'l)

VERIZON COMMUNICATNS COM — Int/Div — Buy (add'l)

VERIZON COMMUNICATNS COM — Buy (add'l)

VERIZON COMMUNICATNS COM — Sold

AMERICAN TOWER REIT INC — Int/Div — Buy (add'l)

AMERICAN TOWER REIT INC — Sold (part)

DISNEY (WALTH CO — Int/Div — Sold (part)

HENDERSON EUROPEAN FOCUS FUND — None — Sold

FIRST TRUST HY ETF — Int/Div — Buy (add'l)

FIRST TRUST HY ETF — Sold (part)

FIRST TRUST HY ETF — Buy (add'l)

MONDELEZ INTL INC — Int/Div — Sold

MARKET VECTORS OIL SERVICE ETF — None — Sold

AMEX TECHNOLOGY SELECT SPDR — Int/Div — Sold (part)

AMEX TECHNOLOGY SELECT SPDR — Sold (part)

AQR MGD FUTURES STRAT — None — Buy (add'l)

AQR MGD FUTURES STRAT — Buy (add'l)

BLACKROCK INC — Int/Div

BLACKSTONE ALT MULTI STRATEGY FUND CLASS — Int/Div — Buy (add'l)

CITIZENS FINAL GROUP INC — Int/Div — Buy (add'l)

CITIZENS FINAL GROUP INC — Sold

DEVON ENERGY CORP — Int/Div — Sold

ECOLAB INC — Int/Div

JP MORGAN GLOBAL ALLOCATION FD — Int/Div — Buy (add'l)

KINDER MORGAN INC — Int/Div — Sold

SLOCKHEED MARTIN COPR — Int/Div — Sold (part)

MEDTRONIC PLC — Int/Div — Buy (add'l)

MEDTRONIC PLC — Sold (part)

JANUS FLEXIBLE BOND FD CL 1 (X) — Int/Div — Sold

UNION PACIFIC CORP (X) — Int/Div — Sold (part)

AQR STYLE PREMIA ALTERNATIVE FUNDCL 1X) — Int/Div — Buy (add'l)

AQR STYLE PREMIA ALTERNATIVE FUNDCL 1X) — Buy (add'l)

LOOMIS SAYLES STRATEGIC INC FC CLY(X) — Int/Div — Sold

FIDELITY ADVISOR REAL ESTATE INCOME FUND CL 1{X) — Int/Div — Buy (add'l)

FIDELITY ADVISOR REAL ESTATE INCOME FUND CL 1{X) — Buy (add'l)

NEXTERA ENERGY CORP (X) — Int/Div — Sold (part)

MARATHON OIL CORP (X) — Int/Div — Sold

MICROSOFT CORP (X) — Int/Div — Sold (part)

TEXAS INSTRUMENTS — Int/Div — Sold (part)

TEXAS INSTRUMENTS — Buy (add'l)

AAPL INC (X) — Int/Div — Sold (part)

AAPL INC (X) — Sold (part)

TOTAL S.A. SP ADR (X) — Int/Div

DANAHER CORP (FORMERLY FORTIVE CORP) — Int/Div — Buy (add'l)

ANTHEM INC — Int/Div — Buy

BROADCOM INC — Int/Div — Buy

BLKRK STR INC OP PTF INST — Int/Div — Buy

BLKRK STR INC OP PTF INST — Buy (add'l)

CHIRON CAPITAL ALLOCATION FUND — Int/Div — Buy

CHIRON CAPITAL ALLOCATION FUND — Buy (add'l)

CHIRON CAPITAL ALLOCATION FUND — Sold (part)

DOWDUPONT INC — Int/Div — Buy

DOWDUPONT INC — Buy (add'l)

HUMANA INC — Int/Div — Buy

JP MORGAN ETF TRUST SHS — Int/Div — Buy

JP MORGAN ETF TRUST SHS — Buy (add'l)

KOPERNIK INTERNATIONAL FUND — Int/Div — Buy

kyl] — Buy (add'l)

ISHARES EDGE MSCI MULTIFACTOR LSA ETF — Int/Div — Buy

ISHARES EDGE MSCI MULTIFACTOR LSA ETF — Buy (add'l)

PROLOGIS INC — Int/Div — Buy

PROLOGIS INC — Buy (add'l)

PIMCO SHORT TERM MUTUAL FUND Lp — Int/Div — Buy

Kyi} — Buy (add'l)

SUNTRUST BANKS INC — Int/Div — Buy

SUNTRUST BANKS INC — Buy (add'l)

SYSCO CORP — Int/Div — Buy

SYSCO CORP — Buy (add'l)

WALMART INC — None — Buy

WALMART INC — Buy (add'l)

TRUST #1 (H) 21651

ML BANK DEPOSIT PROGRAM — Interest

AUTOMATIC DATA PROX — Int/Div — Sold (part)

AUTOMATIC DATA PROX — Sold (part)

AMERICAN WTR WKS CO INC NEW — Int/Div

CITIGROUP INC COM NEW — Int/Div — Buy (add'l)

CITIGROUP INC COM NEW — Sold (part)

COMCAST CORPNEWCL A — Int/Div — Buy (add'l)

COSTCO WHOLESALE CRP DEL — Int/Div — Buy (add'l)

CVS CAREMARK CORP — Int/Div — Buy (add'l)

CVS CAREMARK CORP — Sold (part)

CVS CAREMARK CORP — Sold

FEDEX CORP DELAWARE COM — Int/Div — Buy (add'l)

HOME DEPOT INC — Int/Div — Buy (add'l)

HONEYWELL INTL INC DEL — Int/Div — Buy (add'l)

HONEYWELL INTL INC DEL — Sold (part)

THERMO FISHER SCIENTIFIC INC — Int/Div — Buy (add'l)

THERMO FISHER SCIENTIFIC INC — Sold (part)

VISA INCCL A SHRS — Int/Div — Buy (add'l)

AMERICAN TOWER REIT INC — Int/Div — Buy (add'l)

AMERICAN TOWER REIT INC — Sold (part)

DISNEY (WALT CO — Int/Div — Buy (add'l)

DISNEY (WALT CO — Sold (part)

MONDELEZ INTERNATIONAL INC — Int/Div — Sold (part)

MONDELEZ INTERNATIONAL INC — Sold (part)

MONDELEZ INTERNATIONAL INC — Sold

VERIZON COMMUNICATIONS COM — Int/Div — Buy (add'l)

VERIZON COMMUNICATIONS COM — Sold

BLACKROCK INC — Int/Div — Buy (add'l)

BLACKROCK INC — Sold (part)

CITIZENS FINL GROUP INC SHS — Int/Div — Buy (add'l)

CITIZENS FINL GROUP INC SHS — Sold (part)

CITIZENS FINL GROUP INC SHS — Sold

DANAHER COPR DEL COM — None

DEVON ENERGY CORP — Int/Div — Sold (part)

DEVON ENERGY CORP — Sold

ECOLAB INC — Int/Div

LOCKHEED MARTIN CORP — Int/Div — Buy (add'l)

LOCKHEED MARTIN CORP — Sold (part)

MEDTRONIC PLC — Int/Div — Buy (add'l)

MEDTRONIC PLC — Sold (part)

MICROSOFI CORP — Int/Div — Sold (part)

APPLE INC (X) — Int/Div — Sold (part)

APPLE INC (X) — Sold (part)

MARATHON OIL CORP (X) — Int/Div — Sold (part)

MARATHON OIL CORP (X) — Sold

NEXTERA ENERGY CORP (X) — Int/Div

TOTAL S.A.SP ADR VSP (X) — Int/Div — Buy (add'l)

TEXAS INSTRUMENTS (X) — Int/Div — Buy (add'l)

TEXAS INSTRUMENTS (X) — Buy (add'l)

UNION PACIFIC — Int/Div — Buy (add'l)

CHUBB LIMITED (FORMERLY ACE LIMITED) — Int/Div — Buy (add'l)

INTL BUSINESS MACHINES CORP IBM 1X) — None — Sold

COCA COLA COM (X) — None — Sold

ANTHEM INC — Int/Div — Buy

ANTHEM INC — Buy (add'l)

BROADCOM INC — Int/Div — Buy

BROADCOM INC — Buy (add'l)

DOWDUPONT INC — Int/Div — Buy

DOWDUPONT INC — Buy (add'l)

HUMANA INC — Int/Div — Buy

HUMANA INC — Buy (add'l)

PROLOGIS INC — Int/Div — Buy

PROLOGIS INC — Buy (add'l)

SUNTRUST BANKS INC — Int/Div — Buy

SUNTRUST BANKS INC — Buy (add'l)

SYSCO CORP — Int/Div — Buy

SYSCO CORP — Buy (add'l)

WALMART INC — None — Buy

WALMART INC — Buy (add'l)

BROKERAGE ACCOUNTS 13920, 13578, 19020 (Hy

ML BANK DEPOSIT PROGRAM — Interest

DAVISNY VENTURE FD CL A — None — Sold

FIRST EAGLE GLOBAL CLASS C — Int/Div — Sold (part)

FIRST EAGLE GLOBAL CLASS C — Sold (part)

GOLDMAN SACHS RISING DIVIDEND GROWTHFDCLC — Int/Div — Sold (part)

GOLDMAN SACHS RISING DIVIDEND GROWTHFDCLC — Sold (part)

THORNBURG INCOME BUILDER FUND CLASS C — None — Sold (part)

THORNBURG INCOME BUILDER FUND CLASS C — Sold (part)

BLACKROCK GLOBAL ALLOCATION FDINCCO — Int/Div — Sold (part)

BLACKROCK GLOBAL ALLOCATION FDINCCO — Sold (part)

CD GOLDMAN SACHS BK — Interest

ANGEL OAK MULTI STRATEGY INC FD — Int/Div — Sold (part)

ANGEL OAK MULTI STRATEGY INC FD — Sold

FIDELITY ADVISOR BIOTECH FD — None

GENERAL ELEC CAP CORP BOND — Interest

GOLDMAN SACHS RISING DIVIDEND GROWTH FD INSTL — Int/Div

HENDERSON EUROPEAN FOCUS FD — Int/Div — Sold (part)

HENDERSON EUROPEAN FOCUS FD — Buy (add'l)

POPLAR FOREST PARTNERS FD — Int/Div — Sold (part)

LOOMIS SAYLES SR FLT RTE & FIXD INC FD — Int/Div

MATTHEWS ASIA DIVIDEND FUND — Int/Div

MARKET VECTORS OIL SVCS ETF — Int/Div

PIMCO INCOME FD — Int/Div — Buy (add'l)

PIMCO INCOME FD — Buy (add'l)

FIRST EAGLE GLOBAL — Int/Div

THORNBURG INVSTMT INCOME BUILDER FD — Int/Div — Buy (add'l)

VANGUARD VALUE ETF — Int/Div

VANGUARD GROWTH ETF — Int/Div

WALMART CORP BOND — Interest — Redeemed

SAMEX TECHNOLOGY SELECT SPDR — Int/Div

BLKRK STRINC OP PTF INST — Int/Div — Sold (part)

BLKRK STRINC OP PTF INST — Sold

BLEKSTONE ALTMLTSTR — Int/Div

DEUTSCHE X-TRACKERS MSCI EAFE HEDGED EQUITY ETF — Int/Div — Sold (part)

AQR STYLE PREMIA ALTERNATIVE FUNDCL — Int/Div

AQR MANAGED FUTURES STRATEGY FUNDCL 1(X) — None

LOOMIS SAYLES STRATEGIC INC FD CLY(X) — Int/Div — Sold (part)

LOOMIS SAYLES STRATEGIC INC FD CLY(X) — Sold

BLKRK GLOBAL ALLOCATION FUND CL AX) — Int/Div — Buy (add'l)

BLKRK GLOBAL ALLOCATION FUND CL AX) — Buy (add'l)

CHIRON CAPITAL ALLOCATION FUND — Int/Div — Buy

DOUBLELINE TOTAL RETURN BOND FUNDCL I — Int/Div — Buy

DOUBLELINE TOTAL RETURN BOND FUNDCL I — Buy (add'l)

FIRST TRUST ETFIV FIRST TACTICAL HIGH YIELD ETF — Int/Div — Buy

IP MORGAN ETF TRUST SHS — Int/Div — Buy

Individual Retirement Account

NIKE INCCLB(Y)

Trust #1

CISCO SYSTEMS INC(Y)

Brokerage Accounts 13920, 13578, 19020

CD CAPITAL ONE BANK (Y)

Account 21360)

BLACKSTONE STRATEGY PART SECONDARIES VII TRUSTY)

INVESTORS TITLE COMMON STOCK {Yy

WELLS FARGO BANK DEPOSIT SWEEP {Y)

Member, L&B Holdings, LLC

Agreement — 2013 — Agreement with L&B Holding, LLC. See VIII on the 2012 Financial Disclosure Report for terms

Agreement — 2013 — Participant in the Lewis, Babcock & Griffin, LLP 401(K) Plan

Liability — Bank of America (Merrill lynch (Wealth Management) — Line of Credit

Liability — American Express — Credit Card

Liability — Capital One — Credit Card

Spouse's income — 2017 — Lewis, Babcock & Gniffin, LLP « Income denved from practice of law

Spouse's income — 2007 — L&B Holdings, LLC - Income derived from practice of law

In 2015, we reported only a partial sale of ALPS American (AMLP) in February of 2015, but failed to report the sale of 59 remaining shares of the security on

September 4, 2015, which was valued at approximately $840.75,

Some account numbers were changed prior to 2017,

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.