Mary Geiger Lewis

What was filed

819
investments
1
positions
0
gifts
2
agreements
2
debts
0
reimbursements
1
income
2
spouse income

Named parties

L&B Holdings, LLC
Bank of America (Merrill lynch (Wealth Management)
American Express
L&B Holdings, LLC - Income Dreived from practice of law prior to investiture: not subject to 15% rule.
Lewis, Babcock & Griffin, LLP - Income denved from practice of law
L&B Holdings, LLC - Income denved from practice of law

As filed

115. — Int/Div

524. — Int/Div

ES) — Int/Div

288 — Int/Div

492 — Int/Div

714. — Int/Div

197 — Int/Div

465 — Int/Div

BCE INC — Sold

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)

Cocoa Cola Com — Sold (part)

14. — Int/Div

Fairpoint Communications Inc — None

INTL Business Machines Corp IBM — Int/Div

SPDR INDEX SHS FDS — Buy

18 — Int/Div

VANGUARD GROWTH ETF — Buy (add'l)

VANGUARD GROWTH ETF — Buy

21 — Int/Div

BLACKROCK GLOBAL LONG SHORT CREDITFUNDCL — Int/Div

FIRST EAGLE GLOBAL CLASS 1 — Buy (add'l)

24 — Int/Div

GOLDMAN SACHS RISING DIVIDEND GROWTH FD INSTL — Int/Div

GOLDMAN SACHS STRATEGIC INCOME FUNDCL 1 — Buy

i". — Int/Div

JP MORGAN STRATEGIC INCOME OPP FUND — Buy

29 — Int/Div

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

LOOMIS SAYLES SR FLOAT RTE & FIXDINCFDCLY — Buy

12 — Int/Div

MAINSTAY MARKETFIELD FUND CL 1 — Int/Div

TROWE PRICE CAPITAL APPRECIATION FD RETAIL — Buy (add'l)

1s. — Int/Div

THORNBURG INVSMT INCOME BUILDER FUNDCL 1 — Buy (add'l)

17 — Int/Div

UAM FPA CRESCENT PORT — Buy (add'l)

19 — Int/Div

KING CNTY WASH SCH DIST NO 411 ISSAQUAH RF — Interest

PHILADELPHIA PA SCH DIST LT A RF SCHGTD — Interest

SEATTLE WASH LT RF JULOS 05 000%DECO! 14 — Interest

STEPUP RNG ACRU ISS BAC MAX CPN 8.35% DUE 11182023 CALL — Interest

DOUBLELINECRFXDINI — Sold

48 — Int/Div

DOLUBLELINETOTRIRN BDI — Sold

S00. — Buy

S51 — Int/Div

EATON VNCE CMM STRT FD — None — Sold

LJ ISHARES RUSSELL TOP 200 — Sold

LEY — Int/Div

MARKET VECTORS ETF TR — None — Sold

NEW YORK ST — Sold

£7 — Interest

RS FLOATING RATE FD — Sold

9 — Int/Div

SSGA ACTIVEETF TR — Sold

61 — Int/Div

TOCQUEVILLE GOLD FUND — None — Buy

MAINSTAY MARKETFIELD FUND CL 1 — Int/Div

PIMCO ALL ASSET ALL AUTHORITY FUNDCLP — Int/Div

ML BANK DEPOSIT PROGRAM — Interest

BEAUFORT ONTY SC — Interest

LEXINGTON ONTY SCSCH — Interest

OIL CLIRN ISSUER BAC — None

Trust £2 (H)

ML BANK DEPOSIT PROGRAM — Interest

AQR DIVERSIFIED ARBITRAGE FUNDCL I — Buy (add'l)

73. — Int/Div

BLACKROCK GLOBAL LONG SHORT CREDITFUNDCL — Buy (add'l)

76. — Int/Div

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

DOUBLELINE TOTAL RETURN BOND FUNDCL I — Sold (part)

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

8! — Int/Div

FAIRHOLME FUND — Sold (part)

FIDELITY ADVISOR BIOTECHNOLOGY FD CL] — Buy

87 — Int/Div

SPDR INDEX SHS FDS — Sold (part)

SPDR INDEX SHS FDS — Buy (add'l)

9) — Int/Div

GOLDMAN SACHS RISING DIVIDEND GROWTH FD INSTL — None — Sold (part)

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

GOLDMAN SACHS STRATEGIC INCOME FUNDCL 1 — Buy

9s — Int/Div

JANUS SHORT TERM BOND FUND CL 1 — Buy

97 — Distribution

JP MORGAN STRATEGIC INCOME Orr FUND — Buy

99 — istnbution

KOPERNIK GLOBAL ALL CAP FUND INSTL CLASS — None — Buy

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

LOOMIS SAYLES SR FLOAT RTE & FIXDINCFDCLY — Buy

103 — Int/Div

MATTHEWS ASIA DIVIDEND FUND INV CLASS — Sold (part)

106 — Int/Div

MAINSTAY MARKETFIELD FUND CL 1 — Sold (part)

108 — Int/Div

THE OAKMARK INTL FUND — Buy

110. — Int/Div

OPPENHEIMER GOLD & SPECIAL MINERALSFDCLY — None — Buy

T ROWE PRICE CAPITAL APPRECIATION FD RETAIL — Buy (add'l)

113, — Int/Div

DWS MANAGED MUNICIPAL BOND FUNDCLS — Buy

FIRST EAGLE GLOBAL CLASS — Buy (add'l)

117 — Int/Div

THORNBURG INVSMT INCOME BUILDER FUNDCL — Sold

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

121 — Int/Div

TEMPLETON GLOBAL TOTAL RETURN FUND CL ADV — Sold (part)

TEMPLETON GLOBAL TOTAL RETURN FUND CL ADV — Buy

124. — Int/Div

VANGUARD GROWTH ETF — Sold (part)

VANGUARD GROWTH ETF — Buy

127 — Int/Div

WELLS FARGO ABSOLUTE RETURN FD CL ADM — Buy

129. — Int/Div

DOUBLELINE TOT RTRNBD 1 — Sold

132 — Int/Div

FID SH INT MUNI INC INST — Sold

FID SH INT MUNI INC INST — Buy (add'l)

135 — Int/Div

FPA CRESCENT PORTFOLIO — Sold

137 — Int/Div

MARKET VECTORS ETF TR — None — Sold

SPDR GOLD TRUST — None — Sold

SPDR GOLD TRUST — Buy (add'l)

GATEWAY FUND — Sold

GATEWAY FUND — Buy (add'l)

143 — Int/Div

ISHARES RUSSELL TOP 200 VALUE ETF — Sold

ISHARES RUSSELL TOP 200 VALUE ETF — Sold (part)

ISHARES RUSSELL TOP 200 VALUE ETF — Buy (add'l)

148 — Int/Div

ISHARES RUSSELL TOP 200 GROWTH ETF — Sold

ISHARES RUSSELL TOP 200 GROWTH ETF — Sold (part)

151 — Int/Div

LSAYLESSTRTINCCLY — Sold

153. — Int/Div

PIMCO ALL ASSET ALL AUTHORITY FUNDCLP — Sold

PIMCO ALL ASSET ALL AUTHORITY FUNDCLP — Buy (add'l)

156. — Int/Div

PRIN PRFD SEC FD CL P SECURITIES FUNDCLP — Sold

158. — Int/Div

RS FLOATING RATEFDCLY — Sold

160 — Int/Div

JPMRGN LGCPGRTH FD SEL — Sold

JPMRGN LGCPGRTH FD SEL — Buy (add'l)

163 — Int/Div

TOCQUEVILLE GOLD FUND — None — Sold

TOCQUEVILLE GOLD FUND — Sold (part)

TOCQUEVILLE GOLD FUND — Buy (add'l)

VANGUARD MSCI1 EMERGING — Buy (add'l)

VANGUARD MSCI1 EMERGING — Buy

171 — Int/Div

Individual Retirement Account (H)

AQR DIVERSIFIED ARBITRAGE FUNDCL 1 — Sold (part)

AQR DIVERSIFIED ARBITRAGE FUNDCL 1 — Buy (add'l)

177. — Int/Div

BLACKROCK GLOBAL LONG SHORT CREDITFUNDCL) — Buy (add'l)

BLACKROCK GLOBAL LONG SHORT CREDITFUNDCL) — Sold (part)

BLACKROCK GLOBAL LONG SHORT CREDITFUNDCL) — Buy (add'l)

182 — Int/Div

DB X-TRACKERS MSCI EAFE HEDGED EQUITY FUND — None — Buy

DOUBLELINE TOTAL RETURN BOND FUNDCL I — Sold (part)

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

DOUBLELINE TOTAL RETURN BOND FUNDCL I — Sold (part)

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

190 — Int/Div

FAIRHOLME FUND — Sold (part)

FAIRHOLME FUND — Buy (add'l)

FAIRHOLME FUND — Sold (part)

196 — Int/Div

SPDR INDEX SHS FDS — None — Buy (add'l)

UAM FPA CRESCENT PORT — Buy (add'l)

UAM FPA CRESCENT PORT — Sold (part)

20 — Int/Div

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

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

206 — Int/Div

POPLAR FOREST PARTNERS FUND CL) — None — Buy

IVY ASSET STRATEGY FUNDCL — None — Buy

KOPERNIK GLOBAL ALL CAP FUND INSTL CLASS — None — Buy (add'l)

KOPERNIK GLOBAL ALL CAP FUND INSTL CLASS — Buy

MATTHEWS ASIA DIVIDEND FUND INV CLASS — Sold (part)

215. — Int/Div

MAINSTAY MARKETFIELD FUND CL 1 — Sold (part)

MAINSTAY MARKETFIELD FUND CL 1 — prt)

219 — Int/Div

NEUBERGER BERMAN EMERG MARKETS EQUITY FUND INST — None — Buy

THE OAKMARK INTL FUND — Buy (add'l)

THE OAKMARK INTL FUND — Sold (part)

THE OAKMARK INTL FUND — Buy

224 — Int/Div

T ROWE PRICE CAPITAL APPRECIATION FD RETAIL — Sold (part)

T ROWE PRICE CAPITAL APPRECIATION FD RETAIL — Buy (add'l)

228 — Int/Div

FIRST EAGLE GLOBAL CLASS 1 — Sold (part)

FIRST EAGLE GLOBAL CLASS 1 — Buy (add'l)

232 — Int/Div

TOCQUEVILLE GOLD FUND — None — Buy (add'l)

TOCQUEVILLE GOLD FUND — Sold (part)

TOCQUEVILLE GOLD FUND — put)

TOCQUEVILLE GOLD FUND — Sold (part)

TOCQUEVILLE GOLD FUND — Buy (add'l)

TOCQUEVILLE GOLD FUND — Buy

THORNBURG INVSMT INCOME BUILDER FUNDCL 1 — Sold (part)

THORNBURG INVSMT INCOME BUILDER FUNDCL 1 — Buy (add'l)

THORNBURG INVSMT INCOME BUILDER FUNDCL 1 — Sold (part)

THORNBURG INVSMT INCOME BUILDER FUNDCL 1 — Buy (add'l)

THORNBURG INVSMT INCOME BUILDER FUNDCL 1 — Sold (part)

244. — Int/Div

VANGUARD VALUE ETF — Buy

246 — Int/Div

VANGUARD GROWTH ETF — Sold (part)

VANGUARD GROWTH ETF — Buy

250). — Int/Div

WASATCH FRONTIER EMERG SMALL ONTRY FD INV CLASS — Buy

252 — Int/Div

WELLS FARGO ABSOLUTE RETURN FD CL ADM — Buy

254, — Int/Div

VANGUARD MSC EMERGING — Buy (add'l)

VANGUARD MSC EMERGING — Sold (part)

VANGUARD MSC EMERGING — Buy

259 — Int/Div

AMERICA MOVIL SAB DE CV — None — Buy

DOUBLELINE TOT RTRN BD — Sold

262 — Int/Div

MARKET VECTORS ETF TR — None — Sold

SPDR GOLD TRUST — None — Sold

SPDR GOLD TRUST — Sold (part)

SPDR GOLD TRUST — Buy (add'l)

GATEWAY FUND — Sold

GATEWAY FUND — Buy (add'l)

269 — Int/Div

ISHARES RUSSELL TOP 200 VALLE ETF — Sold

ISHARES RUSSELL TOP 200 VALLE ETF — Sold (part)

ISHARES RUSSELL TOP 200 VALLE ETF — Buy (add'l)

ISHARES RUSSELL TOP 200 VALLE ETF — Sold (part)

276. — Int/Div

ISHARES RUSSELL TOP 200 GROWTH ETF — Sold

ISHARES RUSSELL TOP 200 GROWTH ETF — Sold (part)

280 — Int/Div

LSAYLESSTRTINCCLY — Sold

282 — Int/Div

PIMCO ALL ASSET ALL AUTHORITY FUNDCL P — Sold

PIMCO ALL ASSET ALL AUTHORITY FUNDCL P — Sold (part)

PIMCO ALL ASSET ALL AUTHORITY FUNDCL P — Buy (add'l)

286 — Int/Div

PRIN PRFD SEC FD CL P SECURITIES FUNDCL P — Sold

RS FLOATING RATEFDCLY — Sold

290). — Int/Div

JPMRGN LGCPGRTH FD SEL — Sold

JPMRGN LGCPGRTH FD SEL — Sold (part)

JPMRGN LGCPGRTH FD SEL — Buy (add'l)

298 — Int/Div

FIA CARD SVS NA RASP — None

Individual Retirement Account (H)

ACE LIMITED — None — Buy (add'l)

ACE LIMITED — Buy

AQR DIVERSIFIED ARBITRAGE FUNDCL I — Sold (part)

AQR DIVERSIFIED ARBITRAGE FUNDCL I — Buy (add'l)

RIL) — Buy (add'l)

RTIY) — Int/Div

AUTOMATIC DATA PROX — None — Buy (add'l)

AUTOMATIC DATA PROX — Buy

AQR MANAGED FUTURES STRATEGY FUNDCL 1 — None — Buy

AMERICAN WTR WKS CO INC NEW — Buy (add'l)

RII) — Buy

110. — Int/Div

AMER EXPRESS COMPANY — None — Buy (add'l)

AMER EXPRESS COMPANY — Buy

BLACKROCK GLOBAL LONG SHORT CREDITFUNDCL — Buy (add'l)

317 — Int/Div

CITIGROUP INC COM NEW — None — Buy

CARDINAL HEALTH INC OHIO — None — Buy

CATERPILLAR INC DEL — None — Buy

COMCAST CORPNEW CL A — None — Buy (add'l)

COMCAST CORPNEW CL A — Buy

CUMMINS INCOCOM — None — Buy

COSTCO WHOLESALE CRP DEL — Buy (add'l)

COSTCO WHOLESALE CRP DEL — Buy

126. — Int/Div

COVIDIEN PLC SHS NEW — None — Buy

CVS CAREMARK CORP — None — Buy

DOMINION RES INC NEW VA — None — Buy

DB X-TRACKERS MSCI EAFE HEDGED EQUITY FUND — None — Buy

DOUBLELINE TOTAL RETURN BOND FUNDCL I — Sold (part)

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

DOUBLELINE TOTAL RETURN BOND FUNDCL I — Sold (part)

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

DOUBLELINE TOTAL RETURN BOND FUNDCL I — Sold (part)

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

an — Int/Div

DIAGEO PLC SPSD ADR NEW — None — Buy

DRIEHAUS EMERGING MKTS SM CAP GROWTH FD CL NONE — None — Buy

FAIRHOLME FUND — Sold (part)

FAIRHOLME FUND — Buy (add'l)

FAIRHOLME FUND — Sold (part)

RY — Int/Div

FIDELITY ADVISOR BIOTECHNOLOGY FD CL 1 — Buy (add'l)

FIDELITY ADVISOR BIOTECHNOLOGY FD CL 1 — Buy

WS — Int/Div

FEDEXCORP DELAWARE COM — None — Buy

SPDR INDEX SHS FDS — Buy (add'l)

SPDR INDEX SHS FDS — Sold (part)

354, — Int/Div

UAM FPA CRESCENT PORT — Buy (add'l)

UAM FPA CRESCENT PORT — Sold (part)

UAM FPA CRESCENT PORT — Buy (add'l)

RES — Int/Div

GOTHAM ABSOLUTE RETURN FUND INSTL CLASS — None — Buy

GOLDMAN SACHS RISING DIVIDEND GROWTHFD INSTL — Sold (part)

GOLDMAN SACHS RISING DIVIDEND GROWTHFD INSTL — Buy (add'l)

GOLDMAN SACHS RISING DIVIDEND GROWTHFD INSTL — Sold (part)

Ind — Int/Div

GOLDMAN SACHS STRATEGIC INCOME FUNDCL 1 — Sold (part)

GOLDMAN SACHS STRATEGIC INCOME FUNDCL 1 — Buy

167 — Int/Div

HOME DEPOT INC — Buy (add'l)

HOME DEPOT INC — Buy

170. — Int/Div

HESS CORP — None — Buy

HONEYWELL INTL INC DEL — None — Buy

HEWLETT PACKARD CO DEL — None — Buy

FIA CARD SVS NA RASP — None

POPLAR FOREST PARTNERS FUND CL — None — Buy

IVY ASSET STRATEGY FUNDCL 1 — None — Buy

JANUS SHORT TERM BOND FUND CL 1 — Buy

Kyi} — Int/Div

JP MORGAN STRATEGIC INCOME OPP FUND — Sold (part)

JP MORGAN STRATEGIC INCOME OPP FUND — Buy (add'l)

JP MORGAN STRATEGIC INCOME OPP FUND — Buy

as2 — Int/Div

KOPERNIK GLOBAL ALL CAP FUND INSTL CLASS — None — Buy (add'l)

KOPERNIK GLOBAL ALL CAP FUND INSTL CLASS — Buy

SPDR KBW REGIONAL BANKIN ETF — Buy (add'l)

aA86. — Buy

87 — Int/Div

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

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

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

LOOMIS SAYLES SR FLOAT RTE & FIXDINCFDCLY — Buy

392 — Int/Div

MATTHEWS ASIA DIVIDEND FUND INV CLASS — Sold (part)

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

MATTHEWS ASIA DIVIDEND FUND INV CLASS — Sold (part)

MCDONALDS CORP COM — Buy (add'l)

400 — Int/Div

MAINSTAY MARKETFIELD FUND CL 1 — Sold (part)

MAINSTAY MARKETFIELD FUND CL 1 — Buy (add'l)

MAINSTAY MARKETFIELD FUND CL 1 — Sold (part)

44 — Int/Div

MONSANTO CO NEW DEL COM — None — Buy

NEUBERGER BERMAN EMERG MARKETS EQUITY FUND INST — None — Buy

NIKEINCCLB — None — Buy (add'l)

NIKEINCCLB — Buy

THE OAKMARK INTL FUND — Buy (add'l)

THE OAKMARK INTL FUND — Buy

411 — Int/Div

ORACLE CORP S001 DEL — None — Buy (add'l)

ORACLE CORP S001 DEL — Buy

PIMCO INCOME FUNDCLP — Buy

415 — Int/Div

T ROWE PRICE CAPITAL APPRECIATION FD RETAIL — Sold (part)

T ROWE PRICE CAPITAL APPRECIATION FD RETAIL — Buy (add'l)

419. — Int/Div

FIRST EAGLE GLOBAL CLASS — Sold (part)

FIRST EAGLE GLOBAL CLASS — Buy (add'l)

423 — Int/Div

SCHLUMBERGER LTD — None — Buy

TOCQUEVILLE GOLD FUND — None — Buy (add'l)

TOCQUEVILLE GOLD FUND — Sold (part)

TOCQUEVILLE GOLD FUND — Buy (add'l)

TOCQUEVILLE GOLD FUND — Buy

THORNBURG INVSMT INCOME BUILDER FUNDCL 1 — Sold (part)

THORNBURG INVSMT INCOME BUILDER FUNDCL 1 — Buy (add'l)

THORNBURG INVSMT INCOME BUILDER FUNDCL 1 — Sold (part)

416. — Int/Div

THERMO FISHER SCIENTIFIC INC — None — Buy (add'l)

THERMO FISHER SCIENTIFIC INC — Buy

PRICE T ROWE GROUP INC — None — Buy

TEMPLETON GLOBAL TOTAL RETURN FUND CL ADV — Sold (part)

TEMPLETON GLOBAL TOTAL RETURN FUND CL ADV — Buy (add'l)

TEMPLETON GLOBAL TOTAL RETURN FUND CL ADV — Sold (part)

TEMPLETON GLOBAL TOTAL RETURN FUND CL ADV — Buy

444 — Int/Div

UNITED TECHS CORP COM — Buy (add'l)

UNITED TECHS CORP COM — Buy

447 — Int/Div

VISA INC CL A SHRS — Buy (add'l)

VISA INC CL A SHRS — Buy

450). — Int/Div

VALERO ENERGY CORP NEW — None — Buy

VANGUARD VALUE ETF — Buy

453 — Int/Div

VANGUARD GROWTH ETF — Sold (part)

VANGUARD GROWTH ETF — Buy

457 — Int/Div

VERIZON COMMUNICATNS COM — Sold (part)

VERIZON COMMUNICATNS COM — Buy (add'l)

VERIZON COMMUNICATNS COM — Sold (part)

461 — Int/Div

WASATCH FRONTIER EMERG SMALL ONTRY FD INV CLASS — Buy

463 — Int/Div

WELLS FARGO ABSOLUTE RETURN FD CL ADM — Buy

WELLS FARGO & CO NEW DEL — None — Buy

AMERICA MOVIL SAB DE CV — None — Buy

VANGUARD MSC EMERGING — Buy (add'l)

VANGUARD MSC EMERGING — Buy

4M — Int/Div

ABBVIE INC SHS — Sold

ABBVIE INC SHS — Buy (add'l)

478. — Int/Div

ABBOTT LABS — None — Sold

BCE INC — Sold

BCE INC — Buy (add'l)

479 — Int/Div

BRISTOL-MYERS SQUIBB CO — Sold

BRISTOL-MYERS SQUIBB CO — Buy (add'l)

482 — Int/Div

CONAGRA FOODS INC — Sold

CONAGRA FOODS INC — Buy (add'l)

485 — Int/Div

CMS ENERGY CORP — Sold

CMS ENERGY CORP — Buy (add'l)

CMS ENERGY CORP — Sold (part)

489 — Int/Div

CHEVRON CORP — Sold

CHEVRON CORP — Buy (add'l)

DOUBLELINE TOT RTRN BD — Sold

494 — Int/Div

DU PONTE DE NEMOURS — Sold

DU PONTE DE NEMOURS — Buy (add'l)

497 — Int/Div

DIGITAL RLTY TR INC — Sold

DIGITAL RLTY TR INC — Buy (add'l)

S00 — Int/Div

EATON CORP PLC — Sold

EATON CORP PLC — Buy (add'l)

S03 — Int/Div

MARKET VECTORS ETF TR — None — Sold

GENERAL ELECTRIC — Sold

GENERAL ELECTRIC — Buy (add'l)

$07 — Int/Div

SPDR GOLD TRUST — None — Sold

SPDR GOLD TRUST — Buy (add'l)

S10. — Buy (add'l)

GATEWAY FUND — Sold

GATEWAY FUND — Buy (add'l)

514. — Int/Div

ISHARES GOLD TR — None — Sold

ISHARES GOLD TR — Sold (part)

S17. — Buy

INTL BUSINESS MACHINES — Sold

INTL BUSINESS MACHINES — Buy

520. — Int/Div

INTEL CORP — Sold

INTEL CORP — Buy (add'l)

ISHARES RUSSELL TOP 200 VALUE ETF — Sold

ISHARES RUSSELL TOP 200 VALUE ETF — Sold (part)

ISHARES RUSSELL TOP 200 VALUE ETF — Buy (add'l)

ISHARES RUSSELL TOP 200 VALUE ETF — Sold (part)

3 — Int/Div

ISHARES RUSSELL TOP 200 GROWTH ETF — Sold

ISHARES RUSSELL TOP 200 GROWTH ETF — Buy (add'l)

ISHARES RUSSELL TOP 200 GROWTH ETF — Sold (part)

£15 — Int/Div

JPMORGAN CHASE & CO — Sold

JPMORGAN CHASE & CO — Buy (add'l)

S18 — Int/Div

KIMBERLY CLARK — Sold

KIMBERLY CLARK — Buy (add'l)

KIMBERLY CLARK — Sold (part)

542 — Int/Div

KRAFT FOODS GROUP INC — Sold

S44. — Buy (add'l)

S44. — Sold (part)

$46 — Int/Div

ALTRIA GROUP INC — Sold

ALTRIA GROUP INC — Buy (add'l)

ALTRIA GROUP INC — Sold (part)

S50. — Int/Div

MERCK AND CO INC SHS — Sold

MERCK AND CO INC SHS — Buy (add'l)

$54 — Int/Div

MICROSOFT CORP — Sold

MICROSOFT CORP — Buy (add'l)

S58 — Int/Div

NEXTERA ENERGY INC SHS — Sold

NEXTERA ENERGY INC SHS — Buy (add'l)

S62 — Int/Div

LSAYLESSTRTINCCLY — Sold

Shd — Int/Div

OCCIDENTAL PETE CORP CAL — Sold

Shb. — Buy (add'l)

Shb. — Buy

SHY — Int/Div

PIMCO ALL ASSET ALL AUTHORITY FUNDCLP — Sold

PIMCO ALL ASSET ALL AUTHORITY FUNDCLP — Buy (add'l)

Lyi] — Buy (add'l)

572. — Int/Div

PACCAR INC — Sold

PACCAR INC — Buy (add'l)

576. — Int/Div

PG&E CORP — Sold

PG&E CORP — Buy

£79 — Int/Div

PHILIP MORRIS INTL INC — Sold

PHILIP MORRIS INTL INC — Buy (add'l)

582 — Int/Div

PPL CORPORATION — Sold

SK84 — Buy

S85 — Int/Div

PRIN PRFD SEC FD CL P SECURITIES FUNDCL P — Sold

S87 — Int/Div

ROYAL DUTCH SHEL PLC — None — Sold

RS FLOATING RATEFDCLY — Sold

500) — Int/Div

RSSELECT GROWTH FUND — Sold

RSSELECT GROWTH FUND — Buy

S03 — Int/Div

SPECTRA ENERGY CORP — Sold

S985 — Sold (part)

S985 — Buy (add'l)

597 — Int/Div

JPMRGN LGCPGRTH FD SEL — Sold

JPMRGN LGCPGRTH FD SEL — Sold (part)

JPMRGN LGCPGRTH FD SEL — Buy (add'l)

60 — Int/Div

SEMPRA ENERGY — Sold

SEMPRA ENERGY — Buy (add'l)

6d — Int/Div

AT&T INC — Sold

AT&T INC — Buy (add'l)

AT&T INC — Sold (part)

os — Int/Div

TORONTO DOMINION BANK — Sold

TORONTO DOMINION BANK — Buy (add'l)

611 — Int/Div

THOMSON REUTERS CORP — Sold

THOMSON REUTERS CORP — Buy (add'l)

THOMSON REUTERS CORP — Buy

61s — Int/Div

TIME WARNER INC SHS — Sold

617 — Int/Div

VENTAS INC — Sold (part)

VENTAS INC — Buy (add'l)

VENTAS INC — Sold (part)

621 — Int/Div

XCEL ENERGY INC — Sold

623 — Int/Div

GLAXOSMITHKLINE PLC ADR — Int/Div

TRUST #1 (H)

ML BANK DEPOSIT PROGRAM — Interest

ACE LIMITED — None — Buy

AUTOMATIC DATA PROX — None — Buy

AMERICAN WTR WKS CO INC NEW — Buy

630, — Int/Div

AMER EXPRESS COMPANY — None — Buy

CITIGROUP INC COM NEW — Buy

613 — Int/Div

CARDINAL HEALTH INC OHIO — None — Buy

CATERPILLAR INC DEL — Buy

636 — Int/Div

COMCAST CORPNEW CL A — None — Buy

COSTCO WHOLESALE CRP DEL — Buy

619, — Int/Div

COVIDIEN PLC SHS NEW — None — Buy

CVS CAREMARK CORP — Buy

642 — Int/Div

DOMINION RES INC NEW VA — Buy

644 — Int/Div

DIAGEO PLC SPSD ADR NEW — None — Buy

FEDEX CORP DELAWARE COM — None — Buy

HOME DEPOT INC — Buy

648 — Int/Div

HESS CORP — Buy

650). — Int/Div

HONEYWELL INTL INC DEL — Buy

652 — Int/Div

MCDONALDS CORP COM — Sold (part)

MCDONALDS CORP COM — Buy (add'l)

656 — Int/Div

MONSANTO CO NEW DEL COM — None — Buy

NIKEINCCLB — None — Buy

ORACLE CORP SD.O! DEL — None — Buy

SCHLUMBERGER LTD — None — Buy

THERMO FISHER SCIENTIFIC INC — None — Buy

PRICE T ROWE GROUP INC — Buy

663 — Int/Div

UNITED TECHS CORP COM — Buy

6hS — Int/Div

VISA INC CL A SHRS — Buy

6h — Int/Div

VALERO ENERGY CORP NEW — Buy

6HHY — Int/Div

VERIZON COMMUNICATNS COM — Sold

VERIZON COMMUNICATNS COM — Sold (part)

673. — Int/Div

WELLS FARGO & CO NEW DEL — Buy

67s — Int/Div

AMERICA MOVIL SAB DE CV — Buy

677 — Int/Div

ACCENTURE PLC SHS — None — Buy

INTL BUSINESS MACHINES — Buy

680 — Int/Div

ABBVIE INC SHS — Sold

ABBVIE INC SHS — Sold (part)

ABBVIE INC SHS — Buy (add'l)

68S — Int/Div

ABBOTT LABS — None — Sold

BCE INC — Buy (add'l)

H90 — Int/Div

BRISTOL-MYERS SQUIBB CO — Sold

BRISTOL-MYERS SQUIBB CO — Sold (part)

94 — Int/Div

CONAGRA FOODS INC — Sold

CONAGRA FOODS INC — Buy (add'l)

CONAGRA FOODS INC — Sold (part)

YS — Int/Div

CMS ENERGY CORP — Sold

CMS ENERGY CORP — Sold (part)

R11] — Sold (part)

702 — Int/Div

CHEVRON CORP — Sold

CHEVRON CORP — Buy (add'l)

T06. — Int/Div

DU PONTE DE NEMOURS — Sold

DU PONTE DE NEMOURS — Buy (add'l)

710. — Int/Div

DIGITAL RLTY TR INC — Sold

DIGITAL RLTY TR INC — Sold (part)

DIGITAL RLTY TR INC — Buy (add'l)

EATON CORP PLC — Sold

EATON CORP PLC — Buy (add'l)

EATON CORP PLC — Sold (part)

718. — Int/Div

GENERAL ELECTRIC — Sold

GENERAL ELECTRIC — Buy (add'l)

122 — Int/Div

INTEL CORP — Sold

INTEL CORP — Buy (add'l)

728. — Int/Div

JPMORGAN CHASE & CO — Sold

JPMORGAN CHASE & CO — Buy (add'l)

JPMORGAN CHASE & CO — Sold (part)

79 — Int/Div

KIMBERLY CLARK — Sold

KIMBERLY CLARK — Sold (part)

713. — Int/Div

KRAFT FOODS GROUP INC — Sold

KRAFT FOODS GROUP INC — Buy (add'l)

KRAFT FOODS GROUP INC — Sold (part)

7 — Int/Div

MCKESSON CORPORATION COM — None — Sold

MCKESSON CORPORATION COM — Buy

ALTRIA GROUP INC — Sold

ALTRIA GROUP INC — Sold (part)

743 — Int/Div

MERCK AND CO INC SHS — Sold

MERCK AND CO INC SHS — Buy (add'l)

MERCK AND CO INC SHS — Sold (part)

748. — Int/Div

MICROSOFT CORP — Sold

MICROSOFT CORP — Sold (part)

MICROSOFT CORP — Buy (add'l)

782 — Int/Div

NEXTERA ENERGY INC SHS — Sold

NEXTERA ENERGY INC SHS — Buy (add'l)

NEXTERA ENERGY INC SHS — Sold (part)

147 — Int/Div

OCCIDENTAL PETE CORP CAL — Sold

OCCIDENTAL PETE CORP CAL — Sold (part)

OCCIDENTAL PETE CORP CAL — Buy (add'l)

OCCIDENTAL PETE CORP CAL — Buy

762 — Int/Div

PACCAR INC — Sold

PACCAR INC — Buy (add'l)

Thé — Int/Div

PG&E CORP — Sold

PG&E CORP — Buy

769 — Int/Div

PHILIP MORRIS INTL INC — Sold

PHILIP MORRIS INTL INC — Sold (part)

773. — Int/Div

PPL CORPORATION — Sold

PPL CORPORATION — Buy

776. — Int/Div

ROYAL DUTCH SHELL PLC — Sold

778. — Int/Div

ROYAL DUTCH SHEL PLC — Sold

SPECTRA ENERGY CORP — Sold

SPECTRA ENERGY CORP — Sold (part)

SPECTRA ENERGY CORP — Buy (add'l)

783. — Int/Div

SEMPRA ENERGY — Sold

TSS. — Sold (part)

86. — Int/Div

AT&T INC — Sold

AT&T INC — Sold (part)

AT&T INC — Buy (add'l)

790 — Int/Div

TORONTO DOMINION BANK — Sold

TORONTO DOMINION BANK — Buy (add'l)

794 — Int/Div

THOMSON REUTERS CORP — Sold

THOMSON REUTERS CORP — Buy (add'l)

THOMSON REUTERS CORP — Buy

798 — Int/Div

TIME WARNER INC SHS — Sold

00 — Int/Div

VENTAS INC — Sold

VENTAS INC — Sold (part)

sd — Int/Div

XCEL ENERGY INC — Sold

R06 — Int/Div

GLAXOSMITHKLINE PLC ADR — Int/Div

BROKERAGE ACCOUNTS (H)

ML BANK DEPOSIT PROGRAM — Interest

DAVIS NY VENTURE FD CLA — Int/Div

FIRST EAGLE GLOBAL CLASS C — Buy

R13. — Int/Div

GOLDMAN SACHS RISING DIVIDEND GROWTHFDCLC — Buy

R15 — Int/Div

THORNBURG INCOME BUILDER FUND CLASS C — Buy (add'l)

817 — Int/Div

BLACKROCK GLOBAL ALLOC C — None — Sold

DAVIS NY VENTUREFD B — None — Redeemed

ML BANK DEPOSIT PROGRAM — Interest

BLACKROCK GLOBAL ALLOCATION FDINCCO — Int/Div

Investors Title common stock — Int/Div

529 College Savings Plan (H) — Int/Div

Wells Fargo Bank Deposit Sweep (H) — None

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

Income — 2013 — L&B Holdings, LLC - Income Dreived from practice of law prior to investiture: not subject to 15% rule. — S3I348.00

Spouse's income — 2013 — Lewis, Babcock & Griffin, LLP - Income denved from practice of law

Spouse's income — 2013 — L&B Holdings, LLC - Income denved from practice of law

Merrill Lynch on 4/25/2013. This is reflected in the Individual Retirement Account reported on lines 297 through 624 of the 2013 Financial Disclosure Report.

“Merrill Lynch Cash" on lines 181 and 358 of the 2012 Financial Disclosure Report is valued below the amount reguiring it to be reportable therefore excluding it

from the 2013 Financial Disclosure Report.

“Cash in Bank - SCB&T" on line 15 of the 2012 Financial Disclosure Report has been depleted through monthly expenses and is valued below the amount

reguiring it to be reportable therefore excluding it from the 2013 Financial Disclosure Report.