FIFTH THIRD SECURITIES, INC.

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Also known as:

  • FIFTH III SECURITIES INC /BD
  • FIFTH THIRD SECURITIES INC\ /BD
  • FIFTH THIRD SECURITIES INC\\\OH /BD

Fifth Third Securities is based out of Cincinnati. Fifth Third Securities is a large advisory firm with 6165 clients and discretionary assets under management (AUM) of $1,122,917,134 (Form ADV from 2018-05-01). Their last reported 13F filing for Q1 2019 included $88,344,000 in managed 13F securities and a top 10 holdings concentration of 49.59%. Fifth Third Securities's largest holding is SPDR S&P 500 ETF Trust with shares held of 21,959. Whalewisdom has at least 13 13F filings

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03/31/2019

13F Sector Allocation Over Time

03/31/2019

13F Activity

  • Market Value $88.344 Million
  • Prior Market Value $70.994 Million
  • New Purchases9 stocks
  • Additional Purchases26 stocks
  • Sold out of3 stocks
  • Reduced holdings in21 stocks
  • Top 10 Holdings % 49.59 %
  • Turnover % [1]:21.43%
  • Turnover Alt % [2]: 14.90 %
  • Time Held Top20:1.55 quarters
  • Time Held Top10:1.20 quarters
  • Time Held All:3.32 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-05-15

Performance for Q1 2019: 2.88%
Performance Last 4 Quarters: 2.04%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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*Shares are split adjusted
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13F Filings Available:
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)
  • 2018-03-31 - 13F-HR (Subscription required)
  • 2017-12-31 - 13F-HR (Subscription required)
  • 2017-09-30 - 13F-HR (Subscription required)
  • 2017-06-30 - 13F-HR (Subscription required)
  • 2017-03-31 - 13F-HR (Subscription required)
  • 2016-12-31 - 13F-HR (Subscription required)
  • 2016-09-30 - 13F-HR (Subscription required)
  • 2016-06-30 - 13F-HR (Subscription required)
  • 2016-03-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

FIFTH THIRD SECURITIES, INC.
34 FOUNTAIN SQUARE PLAZA MD 10AT42
CINCINNATI OH    45263
Country: United States

Business Phone: 888-889-1025
Fax: 513-358-1710
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: OH
Number of employees: 1414
Other Business Activities: broker-dealer,insurance broker or agent,registered municipal advisor
Advisor Fees/Compensation: Percentage of assets under management
Amount of client funds and securities: 4,599,610,000
Total Number of Clients: 6165
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures: 11.C (2),11.C (4),11.D (2),11.E (2)
Data above was derived from SEC filings.

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FIFTH THIRD SECURITIES, INC.

ownership team - last updated 2019-03-02
Name Title Start Date Direct/Indirect % Ownership
FIFTH THIRD BANK OWNER 06/01/1998 Direct 75% or more
Fund Name Position direct/indirect start date end date
FIFTH THIRD SECURITIES, INC. OWNER direct 1998-06-01
FIFTH THIRD/MAXUS ASSET MANAGEMENT SHAREHOLDER direct 2001-01-01
THE RETIREMENT CORPORATION OF AMERICA SHAREHOLDER direct 2017-04-01
JACOBS, JARRETT ANDREW DIRECTOR, BD CHIEF COMPLIANCE OFFICER/RIA CHIEF COMPLIANCE OFFICER 03/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
FIFTH THIRD SECURITIES, INC. RIA CHIEF COMPLIANCE OFFICER direct 2006-06-01
FIFTH THIRD SECURITIES, INC. AML OFFICER/RIA CHIEF COMPLIANCE OFFICER direct 2006-06-01
FIFTH THIRD SECURITIES, INC. INTERIM BD CHIEF COMPLIANCE OFFICER/RIA CHIEF COMPLIANCE OFFICER direct 2012-10-01
FIFTH THIRD SECURITIES, INC. BD CHIEF COMPLIANCE OFFICER/RIA CHIEF COMPLIANCE OFFICER direct 2013-03-01
FIFTH THIRD SECURITIES, INC. DIRECTOR, BD CHIEF COMPLIANCE OFFICER/RIA CHIEF COMPLIANCE OFFICER direct 2013-03-01
HAMMOND, HOWARD DIRECTOR, MANAGING DIRECTOR OF RETAIL 01/01/2007 Direct less than 5%
Fund Name Position direct/indirect start date end date
FIFTH THIRD SECURITIES, INC. MANAGING DIRECTOR direct 2007-01-01
FIFTH THIRD SECURITIES, INC. MANAGING DIRECTOR AND CHIEF EXECUTIVE OFFICER direct 2007-01-01
FIFTH THIRD SECURITIES, INC. DIRECTOR, MANAGING DIRECTOR OF RETAIL direct 2007-01-01
OVERMANN, JUSTIN MICHAEL DIRECTOR, BROKERAGE OPERATIONS 05/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
FIFTH THIRD SECURITIES, INC. DIRECTOR, BROKERAGE OPERATIONS direct 2011-05-01
KELLY, GINGER MICHELLE DIRECTOR, CHIEF ADMINISTRATIVE OFFICER - RETAIL 03/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
FIFTH THIRD SECURITIES, INC. DIRECTOR, ADMINISTRATIVE OFFICER direct 2011-03-01
FIFTH THIRD SECURITIES, INC. DIRECTOR, CHIEF ADMINISTRATIVE OFFICER - RETAIL direct 2011-03-01
FIFTH THIRD SECURITIES, INC. DIRECTOR, ADMINISTRATIVE OFFICER - RETAIL direct 2011-03-01
MARCUS, ROBERT FRANKLIN DIRECTOR, MANAGING DIRECTOR OF CAPITAL MARKETS 04/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
FIFTH THIRD SECURITIES, INC. HEAD OF CAPITAL MARKETS direct 2012-04-01
FIFTH THIRD SECURITIES, INC. MANAGING DIRECTOR OF CAPITAL MARKETS direct 2012-04-01
FIFTH THIRD SECURITIES, INC. DIRECTOR, MANAGING DIRECTOR OF CAPITAL MARKETS direct 2012-04-01
BROWN, MARK EMMET DIRECTOR, FIXED INCOME SALES/TRADING - CAPITAL MARKETS 01/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
FIFTH THIRD SECURITIES, INC. DIRECTOR, ADMINISTRATOR OFFICER - CAPITAL MARKETS direct 2015-01-01
FIFTH THIRD SECURITIES, INC. DIRECTOR, FIXED INCOME SALES/TRADING - CAPITAL MARKETS direct 2015-01-01
ANDERSON, KRISTINA LYNN CHIEF ADMINISTRATIVE OFFICER - CAPITAL MARKETS 12/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
FIFTH THIRD SECURITIES, INC. CHIEF ADMINISTRATIVE OFFICER - CAPITAL MARKETS direct 2015-12-01
WATSON, KEITH GREGARY DIRECTOR, BUSINESS CONTROLS MANAGER 07/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
FIFTH THIRD SECURITIES, INC. DIRECTOR, BUSINESS CONTROLS MANAGER direct 2017-07-01
LAMB, BRIAN DARYL DIRECTOR 03/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
FIFTH THIRD SECURITIES, INC. DIRECTOR direct 2018-03-01
FIFTH THIRD FINANCIAL CORPORATION SHAREHOLDER FIFTH THIRD BANK 06/01/1998 Indirect 75% or more
Fund Name Position direct/indirect start date end date
FIFTH THIRD SECURITIES, INC. SHAREHOLDER indirect 1998-06-01
FIFTH THIRD ASSET MANAGEMENT, INC. SHAREHOLDER indirect 2001-01-01
HEARTLAND CAPITAL MANAGEMENT INC SHAREHOLDER indirect 2001-01-01
LYON STREET ASSET MANAGEMENT CO SHAREHOLDER indirect 2001-04-01
THE RETIREMENT CORPORATION OF AMERICA SHAREHOLDER indirect 2017-04-01
FIFTH THIRD BANCORP SHAREHOLDER FIFTH THIRD FINANCIAL CORPORATION 06/01/1998 Indirect 75% or more
Fund Name Position direct/indirect start date end date
FIFTH THIRD SECURITIES, INC. SHAREHOLDER indirect 1998-06-01
FIFTH THIRD ASSET MANAGEMENT, INC. SHAREHOLDER indirect 2001-01-01
GELFAND MAXUS ASSET MANAGEMENT INC PARENT COMPANY direct 2001-01-01
LYON STREET ASSET MANAGEMENT CO SHAREHOLDER indirect 2001-01-01
HEARTLAND CAPITAL MANAGEMENT INC CORPORATE OWNER direct 2001-04-01
THE RETIREMENT CORPORATION OF AMERICA SHAREHOLDER indirect 2017-04-01
MAXUS ASSET MANAGEMENT INC. PARENT COMPANY direct 2001-01-01 2001-04-20
HEARTLAND CAPITAL MANAGEMENT INC CORPORATE OWNER direct 1997-11-01 2002-05-02

FIFTH THIRD SECURITIES, INC.

ownership team - last updated 2018-12-26
Name Title Start Date Direct/Indirect % Ownership
FIFTH THIRD BANK OWNER 06/01/1998 Direct 75% or more
Fund Name Position direct/indirect start date end date
FIFTH THIRD SECURITIES, INC. OWNER direct 1998-06-01
FIFTH THIRD/MAXUS ASSET MANAGEMENT SHAREHOLDER direct 2001-01-01
THE RETIREMENT CORPORATION OF AMERICA SHAREHOLDER direct 2017-04-01
JACOBS, JARRETT ANDREW DIRECTOR, BD CHIEF COMPLIANCE OFFICER/RIA CHIEF COMPLIANCE OFFICER 03/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
FIFTH THIRD SECURITIES, INC. RIA CHIEF COMPLIANCE OFFICER direct 2006-06-01
FIFTH THIRD SECURITIES, INC. AML OFFICER/RIA CHIEF COMPLIANCE OFFICER direct 2006-06-01
FIFTH THIRD SECURITIES, INC. INTERIM BD CHIEF COMPLIANCE OFFICER/RIA CHIEF COMPLIANCE OFFICER direct 2012-10-01
FIFTH THIRD SECURITIES, INC. BD CHIEF COMPLIANCE OFFICER/RIA CHIEF COMPLIANCE OFFICER direct 2013-03-01
FIFTH THIRD SECURITIES, INC. DIRECTOR, BD CHIEF COMPLIANCE OFFICER/RIA CHIEF COMPLIANCE OFFICER direct 2013-03-01
HAMMOND, HOWARD DIRECTOR, MANAGING DIRECTOR OF RETAIL 01/01/2007 Direct less than 5%
Fund Name Position direct/indirect start date end date
FIFTH THIRD SECURITIES, INC. MANAGING DIRECTOR direct 2007-01-01
FIFTH THIRD SECURITIES, INC. MANAGING DIRECTOR AND CHIEF EXECUTIVE OFFICER direct 2007-01-01
FIFTH THIRD SECURITIES, INC. DIRECTOR, MANAGING DIRECTOR OF RETAIL direct 2007-01-01
OVERMANN, JUSTIN MICHAEL DIRECTOR, BROKERAGE OPERATIONS 05/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
FIFTH THIRD SECURITIES, INC. DIRECTOR, BROKERAGE OPERATIONS direct 2011-05-01
KELLY, GINGER MICHELLE DIRECTOR, CHIEF ADMINISTRATIVE OFFICER - RETAIL 03/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
FIFTH THIRD SECURITIES, INC. DIRECTOR, ADMINISTRATIVE OFFICER direct 2011-03-01
FIFTH THIRD SECURITIES, INC. DIRECTOR, CHIEF ADMINISTRATIVE OFFICER - RETAIL direct 2011-03-01
FIFTH THIRD SECURITIES, INC. DIRECTOR, ADMINISTRATIVE OFFICER - RETAIL direct 2011-03-01
MARCUS, ROBERT FRANKLIN DIRECTOR, MANAGING DIRECTOR OF CAPITAL MARKETS 04/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
FIFTH THIRD SECURITIES, INC. HEAD OF CAPITAL MARKETS direct 2012-04-01
FIFTH THIRD SECURITIES, INC. MANAGING DIRECTOR OF CAPITAL MARKETS direct 2012-04-01
FIFTH THIRD SECURITIES, INC. DIRECTOR, MANAGING DIRECTOR OF CAPITAL MARKETS direct 2012-04-01
BROWN, MARK EMMET DIRECTOR, FIXED INCOME SALES/TRADING - CAPITAL MARKETS 01/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
FIFTH THIRD SECURITIES, INC. DIRECTOR, ADMINISTRATOR OFFICER - CAPITAL MARKETS direct 2015-01-01
FIFTH THIRD SECURITIES, INC. DIRECTOR, FIXED INCOME SALES/TRADING - CAPITAL MARKETS direct 2015-01-01
ANDERSON, KRISTINA LYNN CHIEF ADMINISTRATIVE OFFICER - CAPITAL MARKETS 12/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
FIFTH THIRD SECURITIES, INC. CHIEF ADMINISTRATIVE OFFICER - CAPITAL MARKETS direct 2015-12-01
WATSON, KEITH GREGARY DIRECTOR, BUSINESS CONTROLS MANAGER 07/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
FIFTH THIRD SECURITIES, INC. DIRECTOR, BUSINESS CONTROLS MANAGER direct 2017-07-01
LAMB, BRIAN DARYL DIRECTOR 03/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
FIFTH THIRD SECURITIES, INC. DIRECTOR direct 2018-03-01
FIFTH THIRD FINANCIAL CORPORATION SHAREHOLDER FIFTH THIRD BANK 06/01/1998 Indirect 75% or more
Fund Name Position direct/indirect start date end date
FIFTH THIRD SECURITIES, INC. SHAREHOLDER indirect 1998-06-01
FIFTH THIRD ASSET MANAGEMENT, INC. SHAREHOLDER indirect 2001-01-01
HEARTLAND CAPITAL MANAGEMENT INC SHAREHOLDER indirect 2001-01-01
LYON STREET ASSET MANAGEMENT CO SHAREHOLDER indirect 2001-04-01
THE RETIREMENT CORPORATION OF AMERICA SHAREHOLDER indirect 2017-04-01
FIFTH THIRD BANCORP SHAREHOLDER FIFTH THIRD FINANCIAL CORPORATION 06/01/1998 Indirect 75% or more
Fund Name Position direct/indirect start date end date
FIFTH THIRD SECURITIES, INC. SHAREHOLDER indirect 1998-06-01
FIFTH THIRD ASSET MANAGEMENT, INC. SHAREHOLDER indirect 2001-01-01
GELFAND MAXUS ASSET MANAGEMENT INC PARENT COMPANY direct 2001-01-01
LYON STREET ASSET MANAGEMENT CO SHAREHOLDER indirect 2001-01-01
HEARTLAND CAPITAL MANAGEMENT INC CORPORATE OWNER direct 2001-04-01
THE RETIREMENT CORPORATION OF AMERICA SHAREHOLDER indirect 2017-04-01
MAXUS ASSET MANAGEMENT INC. PARENT COMPANY direct 2001-01-01 2001-04-20
HEARTLAND CAPITAL MANAGEMENT INC CORPORATE OWNER direct 1997-11-01 2002-05-02

FIFTH THIRD SECURITIES, INC.

ownership team - last updated 2018-06-12
Name Title Start Date Direct/Indirect % Ownership
FIFTH THIRD BANK OWNER 06/01/1998 Direct 75% or more
Fund Name Position direct/indirect start date end date
FIFTH THIRD SECURITIES, INC. OWNER direct 1998-06-01
FIFTH THIRD/MAXUS ASSET MANAGEMENT SHAREHOLDER direct 2001-01-01
THE RETIREMENT CORPORATION OF AMERICA SHAREHOLDER direct 2017-04-01
JACOBS, JARRETT ANDREW DIRECTOR, BD CHIEF COMPLIANCE OFFICER/RIA CHIEF COMPLIANCE OFFICER 03/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
FIFTH THIRD SECURITIES, INC. RIA CHIEF COMPLIANCE OFFICER direct 2006-06-01
FIFTH THIRD SECURITIES, INC. AML OFFICER/RIA CHIEF COMPLIANCE OFFICER direct 2006-06-01
FIFTH THIRD SECURITIES, INC. INTERIM BD CHIEF COMPLIANCE OFFICER/RIA CHIEF COMPLIANCE OFFICER direct 2012-10-01
FIFTH THIRD SECURITIES, INC. BD CHIEF COMPLIANCE OFFICER/RIA CHIEF COMPLIANCE OFFICER direct 2013-03-01
FIFTH THIRD SECURITIES, INC. DIRECTOR, BD CHIEF COMPLIANCE OFFICER/RIA CHIEF COMPLIANCE OFFICER direct 2013-03-01
HAMMOND, HOWARD DIRECTOR, MANAGING DIRECTOR OF RETAIL 01/01/2007 Direct less than 5%
Fund Name Position direct/indirect start date end date
FIFTH THIRD SECURITIES, INC. MANAGING DIRECTOR direct 2007-01-01
FIFTH THIRD SECURITIES, INC. MANAGING DIRECTOR AND CHIEF EXECUTIVE OFFICER direct 2007-01-01
FIFTH THIRD SECURITIES, INC. DIRECTOR, MANAGING DIRECTOR OF RETAIL direct 2007-01-01
OVERMANN, JUSTIN MICHAEL DIRECTOR, BROKERAGE OPERATIONS 05/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
FIFTH THIRD SECURITIES, INC. DIRECTOR, BROKERAGE OPERATIONS direct 2011-05-01
KELLY, GINGER MICHELLE DIRECTOR, CHIEF ADMINISTRATIVE OFFICER - RETAIL 03/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
FIFTH THIRD SECURITIES, INC. DIRECTOR, ADMINISTRATIVE OFFICER direct 2011-03-01
FIFTH THIRD SECURITIES, INC. DIRECTOR, CHIEF ADMINISTRATIVE OFFICER - RETAIL direct 2011-03-01
FIFTH THIRD SECURITIES, INC. DIRECTOR, ADMINISTRATIVE OFFICER - RETAIL direct 2011-03-01
MARCUS, ROBERT FRANKLIN DIRECTOR, MANAGING DIRECTOR OF CAPITAL MARKETS 04/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
FIFTH THIRD SECURITIES, INC. HEAD OF CAPITAL MARKETS direct 2012-04-01
FIFTH THIRD SECURITIES, INC. MANAGING DIRECTOR OF CAPITAL MARKETS direct 2012-04-01
FIFTH THIRD SECURITIES, INC. DIRECTOR, MANAGING DIRECTOR OF CAPITAL MARKETS direct 2012-04-01
BROWN, MARK EMMET DIRECTOR, FIXED INCOME SALES/TRADING - CAPITAL MARKETS 01/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
FIFTH THIRD SECURITIES, INC. DIRECTOR, ADMINISTRATOR OFFICER - CAPITAL MARKETS direct 2015-01-01
FIFTH THIRD SECURITIES, INC. DIRECTOR, FIXED INCOME SALES/TRADING - CAPITAL MARKETS direct 2015-01-01
ANDERSON, KRISTINA LYNN CHIEF ADMINISTRATIVE OFFICER - CAPITAL MARKETS 12/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
FIFTH THIRD SECURITIES, INC. CHIEF ADMINISTRATIVE OFFICER - CAPITAL MARKETS direct 2015-12-01
WATSON, KEITH GREGARY DIRECTOR, BUSINESS CONTROLS MANAGER 07/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
FIFTH THIRD SECURITIES, INC. DIRECTOR, BUSINESS CONTROLS MANAGER direct 2017-07-01
LAMB, BRIAN DARYL DIRECTOR 03/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
FIFTH THIRD SECURITIES, INC. DIRECTOR direct 2018-03-01
FIFTH THIRD FINANCIAL CORPORATION SHAREHOLDER FIFTH THIRD BANK 06/01/1998 Indirect 75% or more
Fund Name Position direct/indirect start date end date
FIFTH THIRD SECURITIES, INC. SHAREHOLDER indirect 1998-06-01
FIFTH THIRD ASSET MANAGEMENT, INC. SHAREHOLDER indirect 2001-01-01
HEARTLAND CAPITAL MANAGEMENT INC SHAREHOLDER indirect 2001-01-01
LYON STREET ASSET MANAGEMENT CO SHAREHOLDER indirect 2001-04-01
THE RETIREMENT CORPORATION OF AMERICA SHAREHOLDER indirect 2017-04-01
FIFTH THIRD BANCORP SHAREHOLDER FIFTH THIRD FINANCIAL CORPORATION 06/01/1998 Indirect 75% or more
Fund Name Position direct/indirect start date end date
FIFTH THIRD SECURITIES, INC. SHAREHOLDER indirect 1998-06-01
FIFTH THIRD ASSET MANAGEMENT, INC. SHAREHOLDER indirect 2001-01-01
GELFAND MAXUS ASSET MANAGEMENT INC PARENT COMPANY direct 2001-01-01
LYON STREET ASSET MANAGEMENT CO SHAREHOLDER indirect 2001-01-01
HEARTLAND CAPITAL MANAGEMENT INC CORPORATE OWNER direct 2001-04-01
THE RETIREMENT CORPORATION OF AMERICA SHAREHOLDER indirect 2017-04-01
MAXUS ASSET MANAGEMENT INC. PARENT COMPANY direct 2001-01-01 2001-04-20
HEARTLAND CAPITAL MANAGEMENT INC CORPORATE OWNER direct 1997-11-01 2002-05-02

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