| Aberdeen Proving Ground Federal Credit Union |
Portfolio Manager |
Buyside |
1 |
| Adirondack Trust |
Underwriter |
Broker-Dealer |
1 |
| Albany Bank & Trust Company National Association |
Portfolio Manager |
Buyside |
1 |
| AllianceBernstein |
Portfolio Manager |
Buyside |
1 |
| AllianceBernstein |
Portfolio Manager |
Buyside |
1 |
| AllianceBernstein |
Portfolio Manager |
Buyside |
1 |
| AllianceBernstein |
Portfolio Manager |
Buyside |
1 |
| AllianceBernstein |
Portfolio Manager |
Buyside |
1 |
| American Access Casualty Company |
Portfolio Manager |
Buyside |
1 |
| American Century |
Analyst |
Buyside |
1 |
| American Mutual Share Insurance Corp |
Portfolio Manager |
Buyside |
1 |
| Ancora Advisors |
Portfolio Manager |
Buyside |
4 |
| APCO Employees Credit Union |
Portfolio Manager |
Buyside |
1 |
| Arcadia Investment Management Corp |
Portfolio Manager |
Buyside |
1 |
| Arvest Trust Co National Association |
Portfolio Manager |
Buyside |
2 |
| Asset Advisory Group Inc |
Portfolio Manager |
Buyside |
1 |
| Assured Guaranty Municipal Corp |
Portfolio Manager |
Buyside |
2 |
| Atlantic Trust Private Wealth Management |
Portfolio Manager |
Buyside |
1 |
| BAIRD |
Underwriter |
Broker-Dealer |
2 |
| BAIRD |
Underwriter |
Broker-Dealer |
1 |
| Ballard Spahr LLP |
Portfolio Manager |
Buyside |
2 |
| Bank of America Merrill Lynch |
Underwriter |
Broker-Dealer |
2 |
| Bank of America Merrill Lynch |
Underwriter |
Broker-Dealer |
1 |
| Bankfirst Financial Services |
Portfolio Manager |
Buyside |
1 |
| BankIowa of Cedar Rapids |
Portfolio Manager |
Buyside |
1 |
| Banque Delen Luxembourg SA |
Portfolio Manager |
Buyside |
2 |
| Barclays |
Underwriter |
Broker-Dealer |
1 |
| Barclays |
Underwriter |
Broker-Dealer |
1 |
| Bippus State Bank |
Underwriter |
Broker-Dealer |
1 |
| BlackRock |
Portfolio Manager |
Buyside |
3 |
| BlackRock |
Analyst |
Buyside |
1 |
| Bloomberg Financial Markets |
Financial News Service |
Financial News Service/Other |
2 |
| Blount Parrish & Co. |
Underwriter |
Broker-Dealer |
1 |
| Blount Parrish & Co. |
Underwriter |
Broker-Dealer |
1 |
| BofA Merrill Lynch (BAML) |
Underwriter |
Broker-Dealer |
3 |
| BofA Merrill Lynch (BAML) |
Underwriter |
Broker-Dealer |
1 |
| BofA Merrill Lynch (BAML) |
Underwriter |
Broker-Dealer |
1 |
| Bond Buyer |
Financial News Service |
Financial News Service/Other |
1 |
| Bond Buyer |
Financial News Service |
Financial News Service/Other |
1 |
| Bondex Insurance Co |
Portfolio Manager |
Buyside |
1 |
| Boulder Dam Credit Union |
Portfolio Manager |
Buyside |
1 |
| Brown & Connery, LLP |
Portfolio Manager |
Buyside |
1 |
| Build America Mutual |
Insurance |
Financial News Service/Other |
1 |
| Cabot Money Management Inc |
Portfolio Manager |
Buyside |
1 |
| Caldwell Trust Co |
Portfolio Manager |
Buyside |
1 |
| Canandaigua National Bank & Trust Co |
Portfolio Manager |
Buyside |
1 |
| Canyon Capital Advisors |
Portfolio Manager |
Buyside |
2 |
| Capital One |
Underwriter |
Broker-Dealer |
2 |
| Carret Asset Management |
Portfolio Manager |
Buyside |
1 |
| Cecil W Powell & Co |
Portfolio Manager |
Buyside |
1 |
| Centier Bank |
Underwriter |
Broker-Dealer |
1 |
| Century Bank & Trust Company |
Portfolio Manager |
Buyside |
1 |
| Citi |
Underwriter |
Broker-Dealer |
1 |
| Citizens Financial Corporation |
Portfolio Manager |
Buyside |
1 |
| Clifton Group Investment Management Co |
Portfolio Manager |
Buyside |
1 |
| Colonial Surety Co |
Portfolio Manager |
Buyside |
1 |
| Commerce Bank |
Underwriter |
Broker-Dealer |
4 |
| Conning Asset Management |
Credit/Research Analyst |
Buyside |
2 |
| Cookson, Peirce & Co Inc |
Credit/Research Analyst |
Buyside |
2 |
| Country Club Bank |
Underwriter |
Broker-Dealer |
1 |
| Crossroads Bank |
Underwriter |
Broker-Dealer |
1 |
| CUSIP |
Financial News Service |
Financial News Service/Other |
2 |
| Delaware Investments |
Analyst |
Buyside |
1 |
| Denmark Bancshares Inc |
Portfolio Manager |
Buyside |
1 |
| Diamond Hill Capital Management Inc |
Portfolio Manager |
Buyside |
1 |
| Disciplined Growth Investors Inc |
Portfolio Manager |
Buyside |
1 |
| Dougherty & Co. LLC |
Underwriter |
Broker-Dealer |
8 |
| Eads & Heald Investment Counsel |
Portfolio Manager |
Buyside |
1 |
| ECM Insurance Group |
Portfolio Manager |
Buyside |
1 |
| Edward D. Jones & Co. |
Underwriter |
Broker-Dealer |
2 |
| Edward Jones |
Underwriter |
Broker-Dealer |
1 |
| EJ De La Rosa |
Underwriter |
Broker-Dealer |
1 |
| EJ De La Rosa |
Underwriter |
Broker-Dealer |
1 |
| Elmira Savings Bank FSB |
Portfolio Manager |
Buyside |
1 |
| EPG Incorporated |
Portfolio Manager |
Buyside |
2 |
| Farmers & Merchants Bank |
Underwriter |
Broker-Dealer |
1 |
| Farmers State Bank |
Underwriter |
Broker-Dealer |
1 |
| Farmers State Bank |
Underwriter |
Broker-Dealer |
1 |
| Farmers State Bank |
Underwriter |
Broker-Dealer |
1 |
| Farmers State Bank |
Underwriter |
Broker-Dealer |
1 |
| Federated Investment Management Company |
Portfolio Manager |
Buyside |
1 |
| Federated Investment Management Company |
Head of Trading |
Buyside |
1 |
| Federated Investment Management Company |
Portfolio Manager |
Buyside |
1 |
| Federated Investment Management Company |
Analyst |
Buyside |
1 |
| Federated Investment Management Company |
Portfolio Manager |
Buyside |
1 |
| Ferguson Wellman Capital Management Incorporated |
Credit/Research Analyst |
Buyside |
1 |
| Fidelity Investments |
Portfolio Manager |
Buyside |
1 |
| Fidelity Investments |
Portfolio Manager |
Buyside |
1 |
| Fidelity Investments |
Trader |
Buyside |
1 |
| Fidelity Investments |
Portfolio Manager |
Buyside |
1 |
| Fifth Third Bank |
Underwriter |
Broker-Dealer |
1 |
| Fifth Third Securities |
Underwriter |
Broker-Dealer |
2 |
| Fifth Third Securities |
Underwriter |
Broker-Dealer |
1 |
| Financial Counselors Inc |
Portfolio Manager |
Buyside |
2 |
| First Bank |
Portfolio Manager |
Buyside |
1 |
| First Financial Trust & Asset Management Company NA |
Portfolio Manager |
Buyside |
1 |
| First Internet Bank |
Underwriter |
Broker-Dealer |
1 |
| First Merchants |
Underwriter |
Broker-Dealer |
1 |
| First National Bank in Sioux Falls |
Portfolio Manager |
Buyside |
1 |
| Flippin, Bruce & Porter Inc |
Portfolio Manager |
Buyside |
1 |
| Fort Washington Investment Advisors Inc |
Portfolio Manager |
Buyside |
1 |
| Franklin Advisers |
Portfolio Manager |
Buyside |
3 |
| Franklin Advisers |
Analyst |
Buyside |
1 |
| Franklin Advisers |
Analyst |
Buyside |
1 |
| Franklin Advisers |
Analyst |
Buyside |
1 |
| Franklin Templeton |
Portfolio Manager |
Buyside |
1 |
| Franklin Templeton |
Analyst |
Buyside |
1 |
| Franklin Templeton |
Portfolio Manager |
Buyside |
1 |
| Frazer Lanier Company |
Underwriter |
Broker-Dealer |
1 |
| FTN Financial Capital Markets |
Underwriter |
Broker-Dealer |
1 |
| FTN Financial Capital Markets |
Underwriter |
Broker-Dealer |
1 |
| Galliard Capital Management Inc |
Portfolio Manager |
Buyside |
1 |
| Garrett State Bank |
Underwriter |
Broker-Dealer |
1 |
| GluckWalrath, LLP |
Portfolio Manager |
Buyside |
1 |
| Gofen & Glossberg |
Portfolio Manager |
Buyside |
1 |
| Goldman Sachs |
Underwriter |
Broker-Dealer |
1 |
| Greenville Casualty Insurance Company |
Portfolio Manager |
Buyside |
1 |
| Harris Bank, N.A. |
Underwriter |
Broker-Dealer |
2 |
| Hartford Financial Management Inc |
Portfolio Manager |
Buyside |
1 |
| Hartford Investment Management Company |
Credit/Research Analyst |
Buyside |
1 |
| Hartford Investment Management Company |
Portfolio Manager |
Buyside |
1 |
| Hartford Investment Management Company |
Credit/Research Analyst |
Buyside |
1 |
| Hartford Investment Management Company |
Portfolio Manager |
Buyside |
1 |
| Hartford Investment Management Company |
Portfolio Manager |
Buyside |
1 |
| Hilltop Securities |
Underwriter |
Broker-Dealer |
3 |
| Hilltop Securities |
Underwriter |
Broker-Dealer |
1 |
| Home Federal Savings Bank |
Portfolio Manager |
Buyside |
1 |
| Huntington Bank |
Underwriter |
Broker-Dealer |
1 |
| Huntleigh Securities Corporation |
Underwriter |
Broker-Dealer |
1 |
| Interactive Data |
Financial News Service/Other |
Financial News Service/Other |
1 |
| Ipreo Research |
Financial News Service |
Financial News Service/Other |
1 |
| Janney Montgomery Scott |
Underwriter |
Broker-Dealer |
1 |
| Jeanne D'Arc Credit Union |
Portfolio Manager |
Buyside |
1 |
| Jefferies LLC |
Underwriter |
Broker-Dealer |
1 |
| Jefferies LLC |
Underwriter |
Broker-Dealer |
1 |
| John Hancock Life Insurance Co |
Portfolio Manager |
Buyside |
1 |
| John W Bristol & Co Inc |
Portfolio Manager |
Buyside |
1 |
| Johnson Investment Counsel Inc |
Portfolio Manager |
Buyside |
1 |
| Johnson Investment Counsel Inc |
Portfolio Manager |
Buyside |
1 |
| Johnson Investment Counsel Inc |
Portfolio Manager |
Buyside |
1 |
| Johnson Investment Counsel Inc |
Portfolio Manager |
Buyside |
1 |
| Johnson Investment Counsel Inc |
Portfolio Manager |
Buyside |
1 |
| Johnson Investment Counsel Inc |
Credit/Research Analyst |
Buyside |
1 |
| Johnson Investment Counsel Inc |
Credit/Research Analyst |
Buyside |
1 |
| Kanawha Capital Management |
Portfolio Manager |
Buyside |
1 |
| Kestrel Consulting Inc |
Credit/Research |
Buyside |
2 |
| Kestrel Consulting Inc |
Credit/Research |
Buyside |
2 |
| Kestrel Consulting Inc |
Credit/Research |
Buyside |
1 |
| Kirkpatrick Pettis |
Underwriter |
Broker-Dealer |
2 |
| Klingenstein, Fields & Co |
Portfolio Manager |
Buyside |
1 |
| Klingenstein, Fields & Co |
Portfolio Manager |
Buyside |
1 |
| L J Altfest & Co Inc |
Portfolio Manager |
Buyside |
2 |
| Lafayette Bank and Trust |
Underwriter |
Broker-Dealer |
1 |
| Lawson Financial |
Underwriter |
Broker-Dealer |
1 |
| Liberty Mutual Group |
Portfolio Manager |
Buyside |
1 |
| Loomis Sayles & Company |
Credit/Research Analyst |
Buyside |
2 |
| M&T Securities |
Underwriter |
Broker-Dealer |
1 |
| Matrix Asset Advisors Inc |
Portfolio Manager |
Buyside |
1 |
| Mazama Capital Management Inc |
Portfolio Manager |
Buyside |
2 |
| Merchant Capital LLC |
Portfolio Manager |
Buyside |
1 |
| Mesirow Financial |
Underwriter |
Broker-Dealer |
1 |
| MFS Investment Management |
Portfolio Manager |
Buyside |
1 |
| MFS Investment Management |
Director of Research |
Buyside |
1 |
| MFS Investment Management |
Fixed Income Trader |
Buyside |
1 |
| MFS Investment Management |
Portfolio Manager |
Buyside |
1 |
| MFS Investment Management |
Portfolio Manager |
Buyside |
1 |
| MFS Investment Management |
Portfolio Manager |
Buyside |
1 |
| MFS Investment Management |
Director of Research |
Buyside |
1 |
| MFS Investment Management |
Trader |
Buyside |
1 |
| MFS Investment Management |
Analyst |
Buyside |
1 |
| MFS Investment Management |
Analyst |
Buyside |
1 |
| MFS Investment Management |
Trader |
Buyside |
1 |
| MFS Investment Management |
Analyst |
Buyside |
1 |
| MFS Investment Management |
Portfolio Manager |
Buyside |
1 |
| MFS Investment Management |
Portfolio Manager |
Buyside |
1 |
| MFS Investment Management |
Credit/Research Analyst |
Buyside |
1 |
| MFS Investment Management |
Trader |
Buyside |
1 |
| MFS Investment Management |
Portfolio Manager |
Buyside |
1 |
| MFS Investment Management |
Municipal Bond Analyst |
Buyside |
1 |
| MFS Investment Management |
Investment Officer & Portfolio Manager |
Buyside |
1 |
| MFS Investment Management |
Portfolio Manager |
Buyside |
1 |
| MFS Investment Management |
Trader |
Buyside |
1 |
| MFS Investment Management |
Analyst |
Buyside |
1 |
| MFS Investment Management |
Trader |
Buyside |
1 |
| MFS Investment Management |
Portfolio Manager |
Buyside |
1 |
| MFS Investment Management |
Portfolio Manager |
Buyside |
1 |
| MFS Investment Management |
Portfolio Manager |
Buyside |
1 |
| MFS Investment Management |
Fixed Income Analyst |
Buyside |
1 |
| Mischler Financial |
Underwriter |
Broker-Dealer |
1 |
| Moors & Cabot, Inc. |
Underwriter |
Broker-Dealer |
1 |
| Mount Morris Mutual Insurance Co |
Portfolio Manager |
Buyside |
1 |
| Neuberger Berman |
Portfolio Manager |
Buyside |
1 |
| North Country Insurance Co |
Portfolio Manager |
Buyside |
2 |
| Nuveen |
Director of Research |
Buyside |
1 |
| Nuveen |
Portfolio Manager |
Buyside |
1 |
| Nuveen |
Portfolio Manager |
Buyside |
1 |
| Nuveen |
Credit/Research Analyst |
Buyside |
1 |
| Nuveen |
Vice President, Senior Research Analyst |
Buyside |
1 |
| Nuveen |
Credit/Research Analyst |
Buyside |
1 |
| Nuveen |
Chief Investment Officer |
Buyside |
1 |
| Nuveen |
Managing Director, Senior Research Analyst |
Buyside |
1 |
| Nuveen |
Analyst |
Buyside |
1 |
| Nuveen |
Portfolio Manager |
Buyside |
1 |
| Nuveen |
Managing Director and Senior Research Analyst |
Buyside |
1 |
| Nuveen |
Senior Research Analyst |
Buyside |
1 |
| Nuveen |
Analyst |
Buyside |
1 |
| Nuveen |
Senior Research Analyst & Vice President |
Buyside |
1 |
| Nuveen |
Portfolio Manager |
Buyside |
1 |
| Nuveen |
Managing Director - Senior Research Analyst |
Buyside |
1 |
| Nuveen |
Portfolio Manager |
Buyside |
1 |
| Nuveen |
Analyst |
Buyside |
1 |
| Nuveen |
Credit/Research Analyst |
Buyside |
1 |
| Nuveen |
Portfolio Manager |
Buyside |
1 |
| Nuveen |
Portfolio Manager |
Buyside |
1 |
| Nuveen |
Portfolio Manager |
Buyside |
1 |
| Nuveen |
Portfolio Manager |
Buyside |
1 |
| Nuveen |
Managing Director, Senior Research Analyst |
Buyside |
1 |
| Nuveen |
Portfolio Manager |
Buyside |
1 |
| Nuveen |
Portfolio Manager |
Buyside |
1 |
| Nuveen |
Analyst |
Buyside |
1 |
| Nuveen |
Portfolio Manager |
Buyside |
1 |
| Nuveen Asset Management |
Portfolio Manager |
Buyside |
1 |
| Nuveen Asset Management |
Trader |
Buyside |
1 |
| NW Capital |
Underwriter |
Broker-Dealer |
1 |
| NW Financial Group, LLC |
Underwriter |
Broker-Dealer |
64 |
| NWQ Investment Management Company LLC |
Portfolio Manager |
Buyside |
1 |
| Old National Wealth Management |
Portfolio Manager |
Buyside |
1 |
| Oppenheimer & Co. |
Underwriter |
Broker-Dealer |
1 |
| Oppenheimer & Co. |
Underwriter |
Broker-Dealer |
1 |
| Pacific Heights Asset Management |
Portfolio Manager |
Buyside |
2 |
| Partners Health Care System Inc - Treasury Office |
Portfolio Manager |
Buyside |
1 |
| Penn Davis McFarland Inc |
Portfolio Manager |
Buyside |
2 |
| Pioneer Investment Management Inc |
Portfolio Manager |
Buyside |
6 |
| PPM America |
Credit/Research Analyst |
Buyside |
1 |
| Prager & Co. |
Underwriter |
Broker-Dealer |
2 |
| Provident American Insurance Co |
Portfolio Manager |
Buyside |
1 |
| Prudential Investment Management |
Portfolio Manager |
Buyside |
2 |
| Raymond James |
Underwriter |
Broker-Dealer |
6 |
| Raymond James |
Underwriter |
Broker-Dealer |
4 |
| Raymond James |
Underwriter |
Broker-Dealer |
1 |
| Raymond James |
Underwriter |
Broker-Dealer |
1 |
| Raymond James |
Underwriter |
Broker-Dealer |
1 |
| RBC Capital Markets |
Underwriter |
Broker-Dealer |
2 |
| RBC Capital Markets |
Underwriter |
Broker-Dealer |
1 |
| Refinitiv |
Financial News Service |
Financial News Service/Other |
1 |
| Refinitiv |
Financial News Service |
Financial News Service/Other |
1 |
| Riggs Asset Management Co Inc |
Portfolio Manager |
Buyside |
1 |
| Roosevelt & Cross |
Underwriter |
Broker-Dealer |
1 |
| Roosevelt Investment Group Inc |
Portfolio Manager |
Buyside |
1 |
| Roosevelt Investment Group Inc |
Portfolio Manager |
Buyside |
1 |
| Samco Capital Markets |
Underwriter |
Broker-Dealer |
2 |
| Sharkey, Howes & Javer Incorporated |
Portfolio Manager |
Buyside |
1 |
| Siebert Cisneros Shank & Co |
Underwriter |
Broker-Dealer |
1 |
| Southern Michigan Bancorp, Inc |
Portfolio Manager |
Buyside |
1 |
| SSARIS Advisors |
Portfolio Manager |
Buyside |
1 |
| StateTrust Capital |
Portfolio Manager |
Buyside |
2 |
| StateTrust Capital |
Portfolio Manager |
Buyside |
1 |
| Stern Brothers |
Underwriter |
Broker-Dealer |
3 |
| Stifel |
Underwriter |
Broker-Dealer |
1 |
| Stifel |
Underwriter |
Broker-Dealer |
1 |
| Stifel |
Underwriter |
Broker-Dealer |
1 |
| Stifel |
Underwriter |
Broker-Dealer |
1 |
| Stifel Nicolause & Co LLC |
Underwriter |
Broker-Dealer |
1 |
| Stifel Nicolause & Co LLC |
Underwriter |
Broker-Dealer |
1 |
| Stifel Nicolause & Co LLC |
Underwriter |
Broker-Dealer |
1 |
| Stifel Nicolause & Co LLC |
Underwriter |
Broker-Dealer |
1 |
| Stifel Nicolause & Co LLC |
Underwriter |
Broker-Dealer |
1 |
| Stonebridge Capital Advisors |
Portfolio Manager |
Buyside |
1 |
| Strategic Research & Management Corp |
Portfolio Manager |
Buyside |
2 |
| TD Securities |
Underwriter |
Broker-Dealer |
1 |
| The Vanguard Group |
Director of Research |
Buyside |
1 |
| TIAA-CREF Investment Management |
Portfolio Manager |
Buyside |
1 |
| TIAA-CREF Investment Management |
Credit/Research Analyst |
Buyside |
1 |
| TIAA-CREF Investment Management |
Credit/Research Analyst |
Buyside |
1 |
| TIAA-CREF Investment Management |
Portfolio Manager |
Buyside |
1 |
| TIAA-CREF Investment Management |
Credit/Research Analyst |
Buyside |
1 |
| TIAA-CREF Investment Management |
Credit/Research Analyst |
Buyside |
1 |
| TIAA-CREF Investment Management |
Credit/Research Analyst |
Buyside |
1 |
| UMB Financial |
Underwriter |
Broker-Dealer |
4 |
| Van Den Berg Management |
Portfolio Manager |
Buyside |
1 |
| Van Den Berg Management |
Portfolio Manager |
Buyside |
1 |
| Waddell & Reed Investment Management Co |
Credit/Research Analyst |
Buyside |
2 |
| Water & Power Community Credit Union |
Portfolio Manager |
Buyside |
1 |
| Weaver C Barksdale & Associates Inc |
Portfolio Manager |
Buyside |
1 |
| Weaver C Barksdale & Associates Inc |
Portfolio Manager |
Buyside |
1 |
| Weaver C Barksdale & Associates Inc |
Portfolio Manager |
Buyside |
1 |
| Wellington Management |
Credit/Research Analyst |
Buyside |
1 |
| Wellington Management |
Credit/Research Analyst |
Buyside |
1 |
| Wellington Management |
Credit/Research Analyst |
Buyside |
1 |
| Wellington Management |
Portfolio Manager |
Buyside |
1 |
| Wells Fargo & Co |
Underwriter |
Broker-Dealer |
1 |
| Wells Fargo & Co |
Underwriter |
Broker-Dealer |
1 |
| Western Asset Management |
Portfolio Manager |
Buyside |
1 |
| Westwood Management Corp |
Portfolio Manager |
Buyside |
1 |
| Williams, Jones & Associates Inc |
Portfolio Manager |
Buyside |
3 |
| Williams, Jones & Associates Inc |
Portfolio Manager |
Buyside |
1 |
| Wulff, Hansen & Co. |
Underwriter |
Broker-Dealer |
1 |
| YHB Investment Advisors Inc |
Portfolio Manager |
Buyside |
1 |
| YHB Investment Advisors Inc |
Portfolio Manager |
Buyside |
1 |
| ZWJ Investment Counsel Inc |
Portfolio Manager |
Buyside |
3 |
