HITE HEDGE ASSET MANAGEMENT LLC Top 13F Holdings

HITE HEDGE ASSET MANAGEMENT LLC

12/31/2022

13F Activity

Market Value $1.211 Billion 1210994482.0 81.0
Prior Market Value $1.188 Billion
New Purchases17 stocks
Additional Purchases25 stocks
Sold out of24 stocks
Reduced holdings in25 stocks
Top 10 Holdings % 52.91 %
Turnover % ^[1]:50.62%
Turnover Alt % ^[2]: 23.41 %
Time Held Top20:3.25 quarters
Time Held Top10:4.00 quarters
Time Held All:6.31 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.

12/31/2022

13F Sector Allocation Over Time

Fund Metrics

You are limited to the prior 8 quarters of 13F filings. Subscribe to WhaleWisdom to view all filing data for HITE HEDGE ASSET MANAGEMENT LLC

Risk/Reward Analysis

Portfolio Market Cap Analysis

Portfolio Performance
Top 20 equal-weighted holdings. Performance numbers calculated through 2023-02-14

Performance for Q4 2022:	-3.39%
Performance Last 4 Quarters:	17.11%

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

Professional Investment Advisor Data
SEC Registration as :	Large Advisory Firm
Form of Organization:	Limited Liability Company
Organized in:	DE
Number of employees:	14
Other Business Activities:	commodity pool operator or commodity trading advisor
Advisor Fees/Compensation:	Percentage of assets under management,Performance-based fees
Amount of client funds and securities:	1,550,940,000
Total Number of Clients:	9
Amount of client funds and securities by related persons:	926,732,000
Total Number of clients from related persons:	7
Disclosures:

Professional Investment Advisor Data

SEC Registration as :

Large Advisory Firm

Form of Organization:

Limited Liability Company

Organized in:

Number of employees:

Other Business Activities:

commodity pool operator or commodity trading advisor

Advisor Fees/Compensation:

Percentage of assets under management,Performance-based fees

Amount of client funds and securities:

1,550,940,000

Total Number of Clients:

Amount of client funds and securities by related persons:

926,732,000

Total Number of clients from related persons:

Disclosures:

Fund Name

Position

direct/indirect

start date

end date

STANDISH AYER & WOOD INC

DIRECTOR, VICE PRESIDENT

direct

1984-01-01

BOLDWATER CAPITAL MANAGEMENT LP

MANAGING MEMBER

indirect

2001-11-01

BOLDWATER CAPITAL MANAGEMENT LP

SENIOR MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER

direct

2001-11-01

MIDWOOD CAPITAL MANAGEMENT LLC

CLASS C MEMBER

direct

2017-01-01

STANDISH AYER & WOOD INC

DIRECTOR, PRINCIPAL, VICE PRESIDENT

direct

1984-01-01

2000-11-17

STANDISH INTERNATIONAL MANAGEMENT COMPANY, LLC

DIRECTOR, EXECUTIVE VP, TREASURER, SECRETARY

direct

1996-01-01

2001-02-27

STANDISH INTERNATIONAL MANAGEMENT COMPANY, LLC

TRUSTEE

indirect

2000-04-01

2001-02-27

BOLDWATER CAPITAL MANAGEMENT LP

SENIOR MANAGING PARTNER

direct

2002-11-01

2005-06-14

BOLDWATER CAPITAL MANAGEMENT LP

SENIOR MANAGING PARTNER

direct

2001-11-01

2006-03-29

BOLDWATER CAPITAL MANAGEMENT LP

SENIOR MANAGING PARTNER, CHIEF FINANCIAL AND CHIEF COMPLIANCE OFFICER

direct

2001-11-01

2006-06-05

MIDWOOD CAPITAL MANAGEMENT LLC

MANAGING MEMBER, CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER

direct

2012-02-01

2016-03-30

Fund Name

Position

direct/indirect

start date

end date

HITE HEDGE ASSET MANAGEMENT LLC

MANAGING MEMBER/CHIEF COMPLIANCE OFFICER

direct

2003-10-01

HITE HEDGE ASSET MANAGEMENT LLC

PRESIDENT, MANAGING PARTNER

direct

2003-10-01

Fund Name

Position

direct/indirect

start date

end date

HITE HEDGE ASSET MANAGEMENT LLC

PRESIDENT

direct

2021-06-01

Fund Name

Position

direct/indirect

start date

end date

HITE HEDGE ASSET MANAGEMENT LLC

GENERAL PARTNER

direct

2018-12-01

Fund Name

Position

direct/indirect

start date

end date

BOBERSKI & CO

PRESIDENT

direct

1966-01-01

HOLDEN TOLBERT & CO INC

PRESIDENT

direct

1967-05-01

HOLDEN TOLBERT & CO INC

SECRETARY, TREASURER

direct

1967-05-01

LEGACY PARTNERS INVESTMENT MANAGEMENT SERVICES,LLC

MEMBER

indirect

1968-06-01

TRIAD INVESTMENT ADVISORS CORP

PRESIDENT

direct

1972-10-01

JOHNSTON, LEMON & CO. INC.

CHAIRMAN

direct

1973-10-01

MYERSON VAN DEN BERG & CO

TRUST OWNS ALL THE STOCK

direct

1975-01-01

STANLEY D J & CO INC

PRESIDENT & CEO, CFO, COO, CLO,CCO

direct

1976-05-01

GREAT SOUTHERN CAPITAL MANAGEMENT, INC.

TREASURER

direct

1977-06-01

SULLIVAN, MORRISSEY & MICKLE SECURITIES CORP.

TREASURER, FINOP

direct

1978-08-01

MOORS & CABOT INVESTOR SERVICES INC

PARENT

indirect

1978-08-01

SULLIVAN,MORRISSEY & MICKLE CAPITAL MANAGEMENT CORP.

CHAIRMAN, DIRECTOR, CHIEF COMPLIANCE OFFICER

direct

1978-08-01

SULLIVAN, MORRISSEY & MICKLE SECURITIES CORP.

VICE CHAIRMAN, DIRECTOR

direct

1978-11-01

BURNEY CO

CHAIRMAN

direct

1981-04-01

FARALDI & PORRO INC

PRESIDENT

direct

1981-06-01

CORNERSTONE ADVISORS, LLC

OWNER

indirect

1982-08-01

CAROL GRANT DESMOND

OWNER

direct

1982-12-01

AMERVEST COMPANY, INC.

CCO / MANAGING DIRECTOR

direct

1983-01-01

SIRIUS PARTNERS, L.P.

SHAREHOLDER

indirect

1983-01-01

FINANCIAL ADVISORY SERVICE INC

SHAREHOLDER

direct

1983-02-01

MCELWAIN ROBERT JOHN

PRESIDENT

direct

1983-10-01

FOLGER NOLAN FLEMING DOUGLAS INCORPORATED

TRUSTEE

indirect

1984-05-01

LM ADVISORS INC

PRESIDENT

direct

1984-07-01

THE JENTNER CORPORATION

OWNER

direct

1984-10-01

SANDER CAPITAL ADVISORS

DIRECTOR, VICE PRESIDENT AND SECRETARY

direct

1985-01-01

EIDELMAN FINGER HARRIS & CO

PRESIDENT

direct

1985-06-01

PERFORMANCE ENHANCEMENT TECHNOLOGIES LTD

PRESIDENT/CIO

direct

1985-12-01

FINANCIAL MANAGEMENT ADVISORS INC

SHAREHOLDER

indirect

1985-12-01

CAPITAL BUILDERS ADVISORY SERVICES INC

SHAREHOLDER

direct

1986-01-01

UNIVERSAL FINANCIAL SERVICES INC.

DIRECTOR

direct

1986-02-01

UNIVERSAL FINANCIAL SERVICES INC.

CEO

indirect

1986-02-01

HOLBEIN ASSOCIATES, INC.

SECRETARY

direct

1986-03-01

HERRMANN & COOKE, INC.

DIRECT OWNER

direct

1986-03-01

GREIG ASSOCIATES INC

SENIOR VICE PRESIDENT

direct

1986-04-01

GREIG ASSOCIATES INC

SECRETARY

direct

1986-04-01

ALEXANDER & MUCKERMANN

PARTNER

direct

1986-04-01

BAY ISLE FINANCIAL CORP

PRESIDENT

direct

1986-06-01

BAY ISLE FINANCIAL CORP

CHIEF INVESTMENT OFFICER

direct

1986-06-01

INTEGRATED FINANCIAL PLANNING SERVICES

PRESIDENT

direct

1986-06-01

FINANCIAL ADVISORY SERVICE INC

MAX W. GREER, JR., TRUSTEE

direct

1986-08-01

MCCORMICK CAPITAL MANAGEMENT

PRESIDENT

direct

1986-09-01

FIDELITY FINANCIAL GROUP, INC.

DIRECTOR

direct

1987-02-01

SAGE, RUTTY & CO., INC.

SHAREHOLDER

direct

1987-02-01

CHURCHILL MANAGEMENT CORP

SHAREHOLDER

direct

1987-07-01

THE PORTOLA GROUP INC

SHAREHOLDER

direct

1987-08-01

SOCHET & COMPANY, INC.

PRESIDENT, CHIEF COMPLIANCE OFFICER

direct

1987-08-01

THE PORTOLA GROUP INC

SHAREHOLDER

indirect

1987-08-01

CALTON & ASSOCIATES, INC.

PRESIDENT - DIRECTOR

direct

1987-09-01

UNITED AMERICAN SECURITIES, INC.

SHAREHOLDER

direct

1987-10-01

UNITED AMERICAN SECURITIES, INC.

SHAREHOLDER

direct

1987-11-01

GREAT SOUTHERN CAPITAL MANAGEMENT, INC.

VICE PRESIDENT

direct

1987-12-01

MACSHANE CAPITAL MANAGEMENT CO INC

PRESIDENT

direct

1988-01-01

AUTUMN GLORY PARTNERS, LLC

TRUSTEE

indirect

1988-01-01

GREAT SOUTHERN CAPITAL MANAGEMENT, INC.

PRESIDENT

direct

1988-03-01

ADVISORS PENSION SERVICES AGENCY INC

PRESIDENT

direct

1988-04-01

KLAFF REALTY, LP

OWNER

indirect

1988-06-01

HUTCHINSON/IFRAH FINANCIAL SERVICES, INC.

CHAIRMAN & PRESIDENT

direct

1988-08-01

TRIGRAN INVESTMENTS, INC.

TRUSTEE

indirect

1988-11-01

J.J.B. HILLIARD, W.L. LYONS, LLC

NAMED FIDUCIARY

indirect

1988-11-01

MCCORMICK CAPITAL MANAGEMENT

SECRETARY, TREASURER

direct

1988-12-01

EAST PACIFIC INVESTMENT CO INC

PRESIDENT

direct

1989-01-01

LARIMER CAPITAL CORP

SECRETARY

direct

1989-01-01

KIT COLE INVESTMENT ADVISORY SERVICES

SHAREHOLDER

direct

1989-03-01

LOVELL INCORPORATED

CORPORATE SECRETARY

direct

1989-03-01

NEWPORT INVESTMENT ADVISORS INC

CEO

direct

1989-04-01

TIFFANY CAPITAL ADVISORS INC

PRESIDENT

direct

1989-05-01

BUSINESS SERVICES, INC.

OWNER

direct

1989-05-01

HELLMAN & FRIEDMAN CAPITAL MANAGEMENT

SHAREHOLDER

indirect

1989-06-01

CAMBRIDGE EQUITY ADVISORS INC

CHIEF EXECUTIVE OFFICER

direct

1989-06-01

HANSSET GLOBAL ADVISORS CO., LTD.

SHAREHOLDER

direct

1989-08-01

VALU TRAC INVESTMENT MANAGEMENT LTD

PARENT COMPANY

direct

1989-10-01

ATLANTIC CAPITAL MANAGEMENT LTD

PRESIDENT

direct

1989-12-01

JOHNSTON, LEMON & CO. INC.

CHAIRMAN

indirect

1989-12-01

SPECTRUM ASSET MANAGEMENT INC

SHAREHOLDER

direct

1990-01-01

SAVINGS GROWERS, INC.

PRESIDENT

direct

1990-08-01

BERKELEY CAPITAL ADVISERS, LLC

TRUSTEE

indirect

1991-01-01

NOBLE PARTNERS, L.P.

SHAREHOLDER

indirect

1991-03-01

W R MAHOOD ASSET MANAGEMENT, INC.

PRESIDENT

direct

1991-04-01

TYREE, DAVID W.

PRESIDENT

direct

1991-04-01

BONNIE WUSZ & ASSOCIATES, INC.

OWNER

direct

1991-06-01

VAN BERKOM AND ASSOCIATES INC.

PRESIDENT AND CHIEF EXECUTIVE OFFICER

indirect

1991-07-01

RIGGS SECURITIES INC.

SHAREHOLDER

indirect

1991-09-01

GREENLEAF ASSET MANAGEMENT INC

PRESIDENT

direct

1991-10-01

HOLT VALUE ASSOCIATES LP

PRESIDENT

indirect

1991-11-01

HOLT VALUE ASSOCIATES LP

PRESIDENT

indirect

1991-11-01

SOMERS ASSET MANAGEMENT INCORPORATED

PRESIDENT

direct

1991-11-01

CAVALRY BANKING

TRUST OFFICER/ SVP

direct

1992-01-01

RYDER STILWELL INVESTMENT ADVISORS INC

MAJORITY OWNER

indirect

1992-04-01

DAWSON RUSSELL INC.

PRESIDENT

direct

1992-05-01

CAVALRY BANKING

TRUST OFFICER

direct

1992-05-01

THE BAKER GROUP, LP

CHAIRMAN AND PRESIDENT

direct

1992-05-01

THE BAKER GROUP, LP

VICE PRES/MANAGING DIRECTOR

direct

1992-05-01

NORTHWEST FINANCIAL PLANNING CORP

SHAREHOLDER

direct

1992-07-01

ROOSEVELT INVESTMENT GROUP INC

CHAIRMAN

direct

1992-07-01

ROOSEVELT INVESTMENT GROUP INC

SEC-TREASURER MANAGING DIR

direct

1992-07-01

ROOSEVELT INVESTMENT GROUP INC

VP INVESTMENTS

direct

1992-07-01

ROOSEVELT INVESTMENT GROUP INC

CEO

direct

1992-07-01

ROOSEVELT INVESTMENT GROUP INC

PRESIDENT

direct

1992-07-01

RONALD OLSON, INC.

STOCK HOLDER

direct

1992-07-01

STANFORD ADVISORY GROUP, LLC

CEO/CIO

direct

1992-10-01

HOOPER R B & CO INC

PRESIDENT

direct

1992-11-01

HOOPER R B & CO INC

VICE PRESIDENT

direct

1992-11-01

HONISS ROBIN

OWNER

direct

1993-01-01

KINGSTON INVESTMENT COUNSEL INC

VICE PRESIDENT & SECRETARY

direct

1993-01-01

PEKIN SINGER STRAUSS ASSET MANAGEMENT INC.

SHAREHOLDER

direct

1993-01-01

MANAGED ACCOUNT SERVICES INC

SHAREHOLDER

direct

1993-01-01

HAROLD W. DANCE INC.

S-CORP SHAREHOLDER, 16%

direct

1993-04-01

SAUNDERS RETIREMENT ADVISORS, INC.

PRESIDENT/CHIEF COMPLIANCE OFFICER

direct

1993-04-01

PREMIERETRADE SECURITIES, INC.

TRUSTEE OF DICKS FAMILY TRUST

direct

1993-05-01

SENA WELLER ROHS WILLIAMS INC.

SENIOR VP

direct

1993-06-01

SENA WELLER ROHS WILLIAMS INC.

EXECUTIVE VP

direct

1993-06-01

CONTEXT CAPITAL MANAGEMENT LLC

TRUSTEE

indirect

1993-06-01

CONTEXT CAPITAL MANAGEMENT LLC

TRUSTEE

indirect

1993-06-01

CONTEXT CAPITAL MANAGEMENT LLC

TRUSTEE

indirect

1993-06-01

MAHLER & EMERSON INC.

SHAREHOLDER

direct

1993-07-01

ARGOS INVESTMENT ADVISORS, LLC

MEMBER

indirect

1993-07-01

ARNERICH MASSENA, INC.

SHAREHOLDER

direct

1993-07-01

BACK BAY ADVISORS

GENERAL PARTNER

direct

1993-09-01

VAN DEVENTER & HOCH

VDH SHAREHOLDER

direct

1993-10-01

LEE KRASNER GROUP LTD

PRESIDENT/TREASURER

direct

1993-10-01

TAYLOR STEPHENS INC

GENERAL PARTNER

indirect

1993-12-01

SOUND FINANCIAL STRATEGIES GROUP, INC.

FOUNDING PARTNER/CFO/CCO

direct

1993-12-01

OSTERWEIS CAPITAL MANAGEMENT INC

SHAREHOLDER

direct

1994-01-01

SAGE, RUTTY & CO., INC.

SHAREHOLDER

direct

1994-01-01

MARSDEN JOHN RICHARD JR

OWNER

direct

1994-01-01

CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD

PARTNERSHIP

direct

1994-02-01

BAI BONDSBERATUNG GES.M.B.H.

SHAREHOLDER

direct

1994-03-01

BAI BONDSBERATUNG GES.M.B.H.

SHAREHOLDER

indirect

1994-03-01

CATHOLIC FINANCIAL SERVICES CORP

VICE PRESIDENT, DIRECTOR

direct

1994-06-01

GRAHAM CAPITAL MANAGEMENT, L.P.

LIMITED PARTNER

indirect

1994-06-01

HELLMAN & FRIEDMAN ASSOCIATES III LP

SHAREHOLDER

indirect

1994-07-01

H&F INVESTORS III

SHAREHOLDER

indirect

1994-07-01

SOUTH OCEAN MANAGEMENT LIMITED

SHAREHOLDER

direct

1994-09-01

THE HOLLISTER ASSET MANAGEMENT CO, G.P.

GENERAL PARTNER

direct

1994-09-01

GLOBALVEST MANAGEMENT CO LP

ESTABLISHED

direct

1994-10-01

KAPLAN & CO. SECURITIES INC.

CEO

direct

1994-10-01

JULIUS BAER SECURITIES INC.

FIRST VICE PRESIDENT

direct

1994-12-01

H&F ADMINISTRATION III LLC

SHAREHOLDER

indirect

1994-12-01

H & F ADMINISTRATION IV LLC

SHAREHOLDER

indirect

1994-12-01

PINNACLE ASSET MANAGEMENT, L.P.

MEMBER

indirect

1994-12-01

OTTAWA AVENUE PRIVATE CAPITAL, LLC

SHAREHOLDER

indirect

1994-12-01

SANDPOINTE, LLC

MEMBER

indirect

1994-12-01

BRENTON INVESTMENTS, INC.

SHAREHOLDER

indirect

1995-01-01

POPULAR SECURITIES, INC.

DIRECTOR

direct

1995-05-01

NOVARE CAPITAL MANAGEMENT

MEMBER

indirect

1995-05-01

SOUND CAPITAL MANAGEMENT INC

MANAGING DIRECTOR

direct

1995-06-01

STAMPS, WOODSUM & CO. IV

LIMITED PARTNER

direct

1995-06-01

PROGRESSIVE INVESTMENT MANAGEMENT CORPORATION

SHAREHOLDER

direct

1995-06-01

CORRELL CO. INVESTMENT SERVICES CORP.

SECRETARY

direct

1995-07-01

PCJ INVESTMENT COUNSEL LTD.

PARTNERSHIP

direct

1995-07-01

POPULAR SECURITIES, INC.

DIRECTOR

direct

1995-08-01

NBC SECURITIES, INC.

VICE PRESIDENT

direct

1995-08-01

INVESTEC PMG CAPITAL

MANAGING DIRECTOR/TREASURER/CHIEF COMPLIANCE OFFICER

direct

1995-10-01

JAYHAWK PRIVATE EQUITY GP, L.P.

MANAGING MEMBER

indirect

1995-10-01

JGE CAPITAL MANAGEMENT, LLC

TRUST

indirect

1995-10-01

PENSION PORTFOLIO ADVISORS INC.

N/A

direct

1995-11-01

CORRELL CO. INVESTMENT SERVICES CORP.

SHAREHOLDER

direct

1995-11-01

MOSBY LINCOLN LC

MEMBER MANAGER

direct

1995-12-01

HHH INVESTMENT INC

PRESIDENT

direct

1995-12-01

SIFE

DIRECTOR/OWNER

direct

1995-12-01

KAUFMAN BROS., L.P.

direct

1995-12-01

OVERLOOK INVESTMENTS L.P.

GENERAL PARTNER

direct

1995-12-01

P. R. HERZIG & CO. INC.

BOARD OF DIRECTORS

direct

1995-12-01

P. R. HERZIG & CO. INC.

SHAREHOLDER

direct

1995-12-01

P. R. HERZIG & CO. INC.

TRUSTEE OF 2 TRUSTS

indirect

1995-12-01

RANSON CAPITAL CORPORATION

VP SEC.

direct

1996-01-01

OLYMPUS ADVISORS, LLC

MEMBER

direct

1996-01-01

FINANCIAL ADVISORY SERVICE INC

SHAREHOLDER

direct

1996-02-01

ACCESS FINANCIAL GROUP, INC.

OWNER

direct

1996-02-01

MIDWEST CAPITAL MANAGEMENT, INC.

PRESIDENT

direct

1996-03-01

CHAPLIN-MULLAUGH, INCORPORATED

CORPORATE SECRETARY

direct

1996-03-01

JGE CAPITAL MANAGEMENT, LLC

MEMBER

direct

1996-04-01

FINANCIAL ADVISORY SERVICE INC

JAMES G. DUSSOLD, TRUSTEE

direct

1996-05-01

WEXFORD CLEARING SERVICES CORPORATION

SENIOR VICE PRESIDENT- CROP

direct

1996-07-01

AMERICAN SUPERIOR CO

TRUST

direct

1996-07-01

PCJ INVESTMENT COUNSEL LTD.

PARTNERSHIP

direct

1996-07-01

DRV GROUP INC

PRESIDENT

direct

1996-08-01

THE BAKER GROUP, LP

VICE PRES/MANAGING DIRECTOR

direct

1996-08-01

PINKERTON RETIREMENT SPECIALISTS, LLC

OWNER

indirect

1996-09-01

PINKERTON RETIREMENT SPECIALISTS, LLC

OWNER

indirect

1996-09-01

CHARLES FISH INVESTMENTS, INC.

SHAREHOLDER

direct

1996-10-01

ORION FINANCIAL SERVICES, LLC

SHAREHOLDER

indirect

1996-11-01

MACEY-HOLLAND & CO., LLC

MANAGING MEMBER

direct

1996-12-01

BATCHELDER & PARTNERS, INC.

OWNER

direct

1997-01-01

NEUMEIER INVESTMENT COUNSEL LLC

MEMBER

direct

1997-01-01

ROSEMOUNT CAPITAL LIMITED

TRUSTEE

indirect

1997-01-01

FREMONT REALTY CAPITAL, L.P.

SHAREHOLDER

indirect

1997-02-01

JUNDT ASSOCIATES INC

TRUSTEE

direct

1997-03-01

OSTERWEIS CAPITAL MANAGEMENT LLC

MEMBER

direct

1997-03-01

JOHN MOORE & ASSOCIATES INC

SHAREHOLDER

direct

1997-03-01

FFR ADVISORY LLC

TRUSTEE

indirect

1997-03-01

S.A.I. CAPITAL MANAGEMENT, LLC

TRUSTEE

indirect

1997-03-01

SENTINEL ADVISORS LLC

MEMBER

direct

1997-04-01

PRINCIPAL

direct

1997-04-01

WAYZATA CAPITAL MANAGEMENT, INC.

SHAREHOLDER

direct

1997-05-01

STEVEN A. NOROIAN & ASSOCIATES, INC.

OWNER

direct

1997-05-01

WELTON INVESTMENT CORPORATION

SOLE SHAREHOLDER

direct

1997-05-01

WELTON INVESTMENT CORPORATION

SOLE SHAREHOLDER

indirect

1997-05-01

WELTON FUND ADVISORS LLC

SOLE SHAREHOLDER

indirect

1997-05-01

WELTON INVESTMENT PARTNERS LLC

SOLE SHAREHOLDER

indirect

1997-05-01

TRENDSTAT CAPITAL MANAGEMENT INC.

NO TITLE

direct

1997-06-01

POPULAR SECURITIES, INC.

DIRECTOR

direct

1997-07-01

KLOSTERMAN CAPITAL CORP

TRUST

direct

1997-07-01

MORGAN JESS S & CO INC

TRUST

direct

1997-07-01

THE CLIFTON GROUP INVESTMENT MANAGEMENT COMPANY

SHAREHOLDER

direct

1997-07-01

JONES COMMODITIES, INC.

SHAREHOLDER

direct

1997-08-01

FIRST WESTERN ADVISORS

PRESIDENT / DIRECTOR

direct

1997-10-01

STEPHEN JONES CAPITAL MANAGEMENT, INC.

90% SHAREHOLDER

direct

1997-11-01

JONES VILLALTA ASSET MANAGEMENT, LLC

90% SHAREHOLDER OF STEPHEN JONES CAPITAL MANAGEMENT, INC.

indirect

1997-11-01

IHP CAPITAL PARTNERS

SHAREHOLDER

direct

1997-12-01

TIFFANY CAPITAL ADVISORS INC

BOARD MEMBER

direct

1998-01-01

SAGE, RUTTY & CO., INC.

DIRECTOR

direct

1998-01-01

KURIYAMA & CO LLC

MEMBER

direct

1998-01-01

SUMMIT PARTNERS V, L.P.

LIMITED PARTNER

direct

1998-01-01

CWS CAPITAL PARTNERS LLC

SHAREHOLDER

direct

1998-01-01

THE BAUPOST GROUP, L.L.C.

MEMBER

direct

1998-01-01

IWAMOTO, KONG & CO., INC.

SHAREHOLDER

direct

1998-01-01

CWS CAPITAL PARTNERS LLC

SHAREHOLDER / MANAGING MEMBER

direct

1998-01-01

FINANCIAL ADVISORY SERVICE INC

DANIELLE G. MEIER AND JOHN A. MEIER, TRUSTEES

direct

1998-01-01

BJURMAN, BARRY & ASSOCIATES

SHAREHOLDER A CLASS

direct

1998-03-01

DE PRINCE, RACE & ZOLLO, INC.

SHAREHOLDER

direct

1998-03-01

BOULDER INVESTMENT ADVISERS LLC

MEMBER

indirect

1998-05-01

BNY ASSOCIATES INCORPORATED

DIRECTOR

direct

1998-05-01

FULLER & THALER ASSET MANAGEMENT INC

SHAREHOLDER

direct

1998-05-01

VALUE PARTNERS LTD

SHAREHOLDER

direct

1998-06-01

VALU-TRAC INVESTMENT RESEARCH LIMITED

OWNER

direct

1998-06-01

PRIVATE PORTFOLIO OF SAN DIEGO, INC.

VICE PRESIDENT

direct

1998-06-01

GREIG ASSOCIATES INC

VICE PRESIDENT

direct

1998-07-01

RWT INVESTMENT ADVISERS, INC.

100% SHAREHOLDER

direct

1998-07-01

KELLNER, DILEO & CO., L.P.

LIMITED PARTNER

direct

1998-07-01

WHITEGATE INVESTMENT COUNSELORS INC

SHAREHOLDER

direct

1998-07-01

TAYLOR, COTTRILL, ERICKSON AND ASSOCIATES, INC.

SHAREHOLDER

indirect

1998-07-01

OWNERSHIP ADVISORS, INC.

PRESIDENT

direct

1998-09-01

THE HOLLISTER ASSET MANAGEMENT CO, G.P.

GENERAL PARTNER

direct

1998-09-01

THE BAKER GROUP, LP

VICE PRES/MANAGING DIRECTOR

direct

1998-09-01

HAMMER ASSET MANAGEMENT LLC

TRUSTEE

indirect

1998-10-01

HAMMER ASSET MANAGEMENT LLC

TRUSTEE

direct

1998-10-01

CITY SECURITIES CORPORATION

DIRECTOR

direct

1998-11-01

ARNHOLD AND S. BLEICHROEDER, INC.

SENIOR VICE PRESIDENT & DIRECTOR

direct

1988-08-01

2000-11-09

ARNHOLD AND S. BLEICHROEDER, INC.

SENIOR VICE PRESIDENT & DIRECTOR

direct

1995-03-01

2000-11-09

FSC SECURITIES CORPORATION

DIRECTOR/CHAIRMAN

direct

1997-10-01

2000-12-15

J. BUSH & CO., INCORPORATED

DIRECTOR

direct

1970-09-01

2001-01-29

J. BUSH & CO., INCORPORATED

EXECUTIVE VICE PRESIDENT

direct

1998-03-01

2001-01-29

MACK INVESTMENT SECURITIES, INC.

TRUSTEE IS PRESIDENT

direct

1986-01-01

2001-01-30

FORUM SECURITIES, INC.

SHAREHOLDER

indirect

1990-07-01

2001-01-30

FORUM SECURITIES, INC.

VICE PRESIDENT/CFO

direct

1991-03-01

2001-01-30

RASKOB KAMBOURIAN FINANCIAL ADVISORS LTD

TREAURER

direct

1992-02-01

2001-01-30

CHASE INVESTMENT SERVICES CORP.

DIRECTOR

direct

1998-09-01

2001-01-30

AMERICAN FIDELITY ASSURANCE CO

SHAREHOLDER

indirect

1980-05-01

2001-01-31

AMERICAN FIDELITY ASSURANCE CO

DIRECTOR

direct

1984-04-01

2001-01-31

AMERICAN FIDELITY ASSURANCE CO

SENIOR VICE PRESIDENT

direct

1987-01-01

2001-01-31

AMERICAN FIDELITY ASSURANCE CO

SENIOR VICE PRESIDENT

direct

1987-02-01

2001-01-31

MOODY ALDRICH & SULLIVAN LLC

NON MEMBER

indirect

1988-06-01

2001-01-31

MOODY ALDRICH & SULLIVAN LLC

NON MEMBER

indirect

1988-06-01

2001-01-31

AMERICAN FIDELITY ASSURANCE CO

SENIOR VICE PRESIDENT

direct

1990-01-01

2001-01-31

AMERICAN FIDELITY ASSURANCE CO

DIRECTOR

direct

1992-01-01

2001-01-31

AMERICAN FIDELITY ASSURANCE CO

PRESIDENT/DIRECTOR

direct

1992-02-01

2001-01-31

MOODY ALDRICH & SULLIVAN LLC

NON MEMBER

indirect

1992-12-01

2001-01-31

AMERICAN FIDELITY ASSURANCE CO

SENIOR VICE PRESIDENT

direct

1994-01-01

2001-01-31

COUNTRY CAPITAL MANAGEMENT COMPANY

SENIOR VP MARKETING

direct

1996-10-01

2001-01-31

AMERICAN FIDELITY ASSURANCE CO

DIRECTOR

direct

1997-11-01

2001-01-31

AMERICAN FIDELITY ASSURANCE CO

SENIOR CHAIRMAN OF BOARD

direct

1998-01-01

2001-01-31

AMERICAN FIDELITY ASSURANCE CO

CH.BD./DIR/CEO

direct

1998-01-01

2001-01-31

JULIUS BAER SECURITIES INC.

CHAIRMAN

direct

1998-04-01

2001-01-31

AMERICAN FIDELITY ASSURANCE CO

DIRECTOR

direct

1998-07-01

2001-01-31

AMERICAN FIDELITY ASSURANCE CO

SENIOR VICE PRESIDENT

direct

1998-08-01

2001-01-31

CENTURION CAPITAL MANAGEMENT CORP

BENEFICIAL OWNER OF CCGI, COMMON

indirect

1997-12-01

2001-02-01

ESSEX LLC

SECRETARY

direct

1933-01-01

2001-02-23

COMMONWEALTH ADVISORS INC

SECRETARY

direct

1991-04-01

2001-02-28

HARTFORD INVESTMENT FINANCIAL SERVICES COMPANY

SENIOR VICE PRESIDENT & DIRECTOR- INVESTMENTS & DIRECTOR

direct

1996-12-01

2001-02-28

COMMONWEALTH ADVISORS INC

VICE PRESIDENT

direct

1997-02-01

2001-02-28

LINDNER ASSET MANAGEMENT INC

SHAREHOLDER

direct

1997-03-01

2001-02-28

MBIA CAPITAL MANAGEMENT CORP.

SENIOR MANAGING DIRECTOR

direct

1998-02-01

2001-02-28

ORLEANS CAPITAL MANAGEMENT CORP

PRESIDENT, DIRECT OWNER-COMMON & DIRECTOR

direct

1991-07-01

2001-03-01

MONTICELLO ASSOCIATES INC

PRESIDENT

direct

1992-07-01

2001-03-01

MONTICELLO ASSOCIATES INC

TREASURER

direct

1992-07-01

2001-03-01

WCM INVESTMENT MANAGEMENT

direct

1995-06-01

2001-03-01

THE ROBINSON-HUMPHREY COMPANY, LLC

SENIOR MANAGING DIRECTOR AND DIRECTOR

direct

1998-05-01

2001-03-13

PRINCOR FINANCIAL SERVICES CORPORATION

SENIOR VICE PRESIDENT

direct

1998-01-01

2001-03-15

PMG CAPITAL CORP.

MANAGING DIRECTOR

direct

1998-10-01

2001-03-15

DIVERSIFIED INVESTMENT ADVISORS INC

DIRECTOR, TREASURER & CHIEF FINANCIAL OFFICER

direct

1992-10-01

2001-03-16

BERGER & ASSOCIATES LLC

MANAGER & 50% OWNER

direct

1997-04-01

2001-03-16

ARMA FINANCIAL SERVICES, INC.

CHAIRMAN

direct

1986-04-01

2001-03-20

ARMA FINANCIAL SERVICES, INC.

SECRETARY

direct

1986-04-01

2001-03-20

ARMA FINANCIAL SERVICES, INC.

DIRECTOR

direct

1986-04-01

2001-03-20

ARMA FINANCIAL SERVICES, INC.

DIRECTOR

direct

1991-06-01

2001-03-20

ARMA FINANCIAL SERVICES, INC.

DIRECTOR

direct

1994-10-01

2001-03-20

ARMA FINANCIAL SERVICES, INC.

DIRECTOR

direct

1996-07-01

2001-03-20

TREECE INVESTMENT ADVISORY CORP

PRESIDENT, DIRECTOR, SECT, TREASURER

direct

1979-08-01

2001-03-23

COMMERCE CAPITAL MARKETS, INC.

EXECUTIVE VICE PRESIDENT

direct

1977-03-01

2001-03-26

COMMERCE CAPITAL MARKETS, INC.

MANAGING DIRECTOR

direct

1977-09-01

2001-03-26

ASSET MANAGEMENT ADVISORS, LLC

EXECUTIVE MANAGER

direct

1996-06-01

2001-03-26

AMERVEST CO INC

MANAGING DIRECTOR

direct

1993-01-01

2001-03-27

PMG CAPITAL CORP.

PRESIDENT

direct

1986-12-01

2001-03-29

PMG CAPITAL CORP.

VICE PRESIDENT ADMIN.

direct

1995-04-01

2001-03-29

PMG CAPITAL CORP.

MANAGING DIRECTOR

direct

1995-10-01

2001-03-29

VESTRUST SECURITIES L.P.

SHAREHOLDER

direct

1997-01-01

2001-03-29

FIRST WESTERN ADVISORS

VICE PRESIDENT/SECRETARY

direct

1997-10-01

2001-03-29

FIRST WESTERN ADVISORS

DIRECTOR

direct

1997-10-01

2001-03-29

KAHN BROTHERS & CO. INC.

STOCKHOLDER, DIRECTOR

direct

1978-07-01

2001-03-30

PROEQUITIES INC

DIRECTOR

direct

1997-01-01

2001-03-30

PROVIDENT NATIONAL ASSURANCE COMPANY

DIRECTOR

direct

1995-10-01

2001-04-02

PROVIDENT NATIONAL ASSURANCE COMPANY

DIRECTOR, EXECUTIVE VICE PRESIDENT - FINANCE

direct

1997-11-01

2001-04-02

PROVIDENT NATIONAL ASSURANCE COMPANY

VICE PRESIDENT AND SECRETARY

direct

1997-11-01

2001-04-02

RICHARD O. JONES

PRESIDENT/CEO

indirect

1993-07-01

2001-04-06

RICHARD O. JONES

SHAREHOLDER

direct

1993-12-01

2001-04-06

CENTURION TRUST COMPANY

SHAREHOLDER

indirect

1997-12-01

2001-04-12

TOWER SQUARE SECURITIES, INC.

VICE PRESIDENT

direct

1998-09-01

2001-04-19

ORION FINANCIAL SERVICES, LLC

MEMB ER OF LLC

direct

1997-08-01

2001-04-20

THE ADVISORS GROUP, INC.

CHAIRMAN OF BOARD OF DIRECTORS

direct

1988-08-01

2001-04-26

CONCOURSE CAPITAL CORPORATION

DIRECTOR

direct

1991-08-01

2001-04-27

TIMING STRATEGIES CORP

PRESIDENT

direct

1982-05-01

2001-04-30

CMS INVESTMENT RESOURCES, INC.

VICE PRESIDENT, GENERAL COUNSEL

direct

1986-06-01

2001-04-30

VALU TRAC INVESTMENT MANAGEMENT LTD

CHIEF EXECUTIVE

direct

1989-10-01

2001-04-30

VALU TRAC INVESTMENT MANAGEMENT LTD

NON-EXECUTIVE DIRECTOR

direct

1994-10-01

2001-04-30

CANTERBURY CAPITAL SERVICES, INC.

SECRETARY

direct

1995-11-01

2001-04-30

MILLAR ROBERT PETER WHARTON

COMPLIANCE OFFICER

direct

1995-12-01

2001-04-30

VALU TRAC INVESTMENT MANAGEMENT LTD

COMPLIANCE OFFICER

direct

1995-12-01

2001-04-30

SUNTRUST EQUITABLE SECURITIES CORPORATION

CROP

direct

1990-07-01

2001-05-03

TITAN INVESTMENT ADVISORS LLC

PARTNER

direct

1996-05-01

2001-05-15

SOVEREIGN HOLDINGS LLC

PRESIDENT

direct

1997-01-01

2001-05-16

SOVEREIGN HOLDINGS LLC

ADMINISTRATIVE PARTNER

direct

1997-01-01

2001-05-16

ROBOTTI & COMPANY, INCORPORATED

DIRECTOR & STOCKHOLDER

direct

1983-08-01

2001-05-24

ROBOTTI & COMPANY, INCORPORATED

STOCKHOLDER

direct

1987-09-01

2001-05-24

ROBOTTI & COMPANY, INCORPORATED

SROP, ROP

direct

1994-05-01

2001-05-24

ROGGE GLOBAL PARTNERS PLC

100% SHAREHOLDER OF UNITED ASSET MANAGEMENT UK HOLDINGS LIMITED

direct

1996-09-01

2001-05-24

ROBOTTI & COMPANY, INCORPORATED

SROP, ROP

direct

1997-09-01

2001-05-24

CANYON CAPITAL REALTY ADVISORS LLC

MEMBER

direct

1998-05-01

2001-06-12

THE ROBINSON-HUMPHREY COMPANY, LLC

EXECUTIVE VICE PRESIDENT AND DIRECTOR

direct

1997-05-01

2001-06-20

SPELMAN & CO., INC.

DIRECTOR

direct

1998-04-01

2001-06-20

THE MILLER FINANCIAL GROUP, INC.

SHAREHOLDER

indirect

1992-04-01

2001-06-25

A. G. EDWARDS & SONS, INC.

DIRECTOR OF HOLDING COMPANY

direct

1997-06-01

2001-06-26

COORDINATED ASSET PLANNING CO INC

CHEIF OPERATIONS OFFICER

direct

1989-05-01

2001-07-30

METROPOLITAN LIFE INSURANCE COMPANY

DIRECTOR

direct

1995-06-01

2001-07-30

KEENE & ASSOCIATES, INC.

PRESIDENT

direct

1994-09-01

2001-08-09

WILLIAMS C R INC

MANAGING DIRECTOR

direct

1994-06-01

2001-08-15

WILLIAMS C R INC

PRESIDENT

direct

1994-08-01

2001-08-15

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

EXECUTIVE VICE PRESIDENT, DIRECTOR OF UPG

direct

1987-08-01

2001-08-21

ST. BERNARD FINANCIAL SERVICES, INC.

SHAREHOLDER

direct

1994-03-01

2001-08-28

MEMORIAL INVESTMENT ADVISORS INC

VP AND CIO

direct

1998-09-01

2001-09-25

SYMMETRIC INVESTMENTS, INC.

5% + SHAREHOLDER

direct

1992-12-01

2001-09-26

ALLIANCE ADVISORY & SECURITIES, INC.

PRESIDENT

indirect

1987-07-01

2001-09-27

PMG CAPITAL CORP.

PRESIDENT AND CHIEF EXECUTIVE OFFICER

direct

1986-12-01

2001-10-01

PMG CAPITAL CORP.

MANAGING DIRECTOR

direct

1987-06-01

2001-10-01

PMG CAPITAL CORP.

MANAGING DIRECTOR

direct

1993-12-01

2001-10-01

PMG CAPITAL CORP.

MANAGING DIRECTOR AND TREASURER

direct

1995-10-01

2001-10-01

SMITH SHELLNUT WILSON LLC

PRINCIPAL

direct

1995-06-01

2001-10-22

SMITH SHELLNUT WILSON LLC

PRINCIPAL

direct

1998-08-01

2001-10-22

SALOMON SMITH BARNEY INC.

GENERAL COUNSEL - SMITH BARNEY ASSET MANAGEMENT, MANAGING DIRECTOR - SALOMON SMITH BARNEY INC.

direct

1995-07-01

2001-10-24

SALOMON SMITH BARNEY INC.

CHAIRMAN & CEO - SMITH BARNEY ASSET MANAGEMENT

direct

1997-08-01

2001-10-24

SALOMON SMITH BARNEY INC.

MANAGING DIRECTOR - SALOMON SMITH BARNEY, CHIEF INVESTMENT OFFICER - SMITH BARNEY ASSET MANAGEMENT

direct

1997-08-01

2001-10-24

CSFBDIRECT, INC.

DIRECTOR/CCO/CROP/SROP

direct

1996-08-01

2001-10-26

STEPHENS INC.

SHAREHOLDER PREFERRED B

indirect

1990-12-01

2001-10-31

STEPHENS INC.

SHAREHOLDER COMMON A

indirect

1990-12-01

2001-10-31

CBNY INVESTMENT SERVICES CORP.

SHAREHOLDER

indirect

1988-03-01

2001-11-01

FINARC LLC

SPOUSE

direct

1996-10-01

2001-11-29

THE MILLER FINANCIAL GROUP, INC.

SHAREHOLDER

indirect

1992-04-01

2001-11-30

CJ CAPITAL MANAGEMENT LLC

PRESIDENT

direct

1998-08-01

2001-12-07

ARNHOLD AND S. BLEICHROEDER, INC.

STOCKHOLDER

direct

1946-07-01

2001-12-10

ARNHOLD AND S. BLEICHROEDER, INC.

SENIOR VICE PRESIDENT & DIRECTOR

direct

1978-06-01

2001-12-10

ARNHOLD AND S. BLEICHROEDER, INC.

SENIOR VICE PRESIDENT, TREASURER & DIRECTOR

direct

1990-11-01

2001-12-10

ARNHOLD AND S. BLEICHROEDER, INC.

CO-CHAIRMAN OF THE BOARD

direct

1994-01-01

2001-12-10

ARNHOLD AND S. BLEICHROEDER, INC.

CO-PRESIDENT, SECRETARY & DIRECTOR

direct

1994-01-01

2001-12-10

ARNHOLD AND S. BLEICHROEDER, INC.

CO-PRESIDENT AND DIRECTOR

direct

1994-01-01

2001-12-10

ARNHOLD AND S. BLEICHROEDER, INC.

SENIOR VICE PRESIDENT , SROP/CROP

direct

1994-04-01

2001-12-10

TRENDLINE RESEARCH & MANAGEMENT CORP

DIRECTOR, VICE-PRESIDENT, SECRETARY/TREASURER

direct

1988-03-01

2001-12-12

TRENDLINE RESEARCH & MANAGEMENT CORP

DIRECTOR, PRESIDENT

direct

1988-03-01

2001-12-12

TREVOR STEWART BURTON & JACOBSEN INC

STOCKHOLDER

direct

1995-04-01

2001-12-18

COUNTRY CAPITAL MANAGEMENT COMPANY

VP COMMUNICATIONS & HUMAN RESOURCES

direct

1989-10-01

2001-12-20

COUNTRY CAPITAL MANAGEMENT COMPANY

VP INFO SYSTEMS

direct

1996-10-01

2001-12-20

COUNTRY CAPITAL MANAGEMENT COMPANY

CORPORATE CONTROLLER

direct

1997-03-01

2001-12-20

THURLOW CAPITAL MANAGEMENT, INC.

PRESIDENT

direct

1997-04-01

2002-01-03

THURLOW CAPITAL MANAGEMENT, INC.

VICE-PRESIDENT

direct

1997-04-01

2002-01-03

CENTURION HINDS INVESTMENT MANAGEMENT CORP

SHAREHOLDER OF CENTURION CAPITAL GROUP INC.

indirect

1997-12-01

2002-01-17

CATHOLIC FINANCIAL SERVICES CORP

CHAIRMAN, DIRECTOR

direct

1994-06-01

2002-01-23

CATHOLIC FINANCIAL SERVICES CORP

DIRECTOR

direct

1994-06-01

2002-01-23

NORTHERN TRUST SECURITIES, INC.

DIRECTOR

direct

1997-01-01

2002-01-23

CSFBDIRECT, INC.

DIRECTOR OF COMPLIANCE/CCO/CROP/SROP

direct

1996-08-01

2002-01-25

PRINCOR FINANCIAL SERVICES CORPORATION

DIRECTOR

direct

1998-01-01

2002-01-25

SUCCESSFUL RESOURCES MANAGEMENT LTD

VICE PRESIDENT

direct

1996-06-01

2002-02-05

COORDINATED ASSET PLANNING CO INC

PRESIDENT

direct

1984-01-01

2002-02-13

FERGUSON INVESTMENT CONSULTANTS INC

PRESIDENT

direct

1988-06-01

2002-02-13

COORDINATED ASSET PLANNING CO INC

CHIEF OPERATIONS OFFICER

direct

1989-05-01

2002-02-13

MCCORMACK ADVISORS INTERNATIONAL LLC

indirect

1973-12-01

2002-03-11

AMERICAN INVESTMENT SERVICES INC

TREASURER & SECRETARY

direct

1988-12-01

2002-03-15

HORSLEY BRIDGE PARTNERS, INC.

SHAREHOLDER

direct

1983-03-01

2002-03-19

HORSLEY BRIDGE PARTNERS, INC.

SHAREHOLDER

direct

1985-03-01

2002-03-19

PARNASSUS INVESTMENTS

DIRECTOR

direct

1984-06-01

2002-03-22

AMR INVESTMENT SERVICES, INC

SECRETARY

direct

1988-01-01

2002-03-25

MCCORMICK CAPITAL MANAGEMENT

V.P. FIXED INCOME

direct

1993-03-01

2002-03-26

CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD

SHAREHOLDER

direct

1995-01-01

2002-03-26

MCCORMICK CAPITAL MANAGEMENT

V.P. OPERATIONS

direct

1996-04-01

2002-03-26

LORD ANDREW CHARLES

SOLE PROPRIETOR

direct

1984-01-01

2002-03-27

GLEN RAUCH SECURITIES, INC.

SECRETARY/DIRECTOR

direct

1986-02-01

2002-03-27

CITISTREET ADVISORS LLC

VICE PRESIDENT, TREASURER, FINOP

direct

1991-05-01

2002-03-27

NATIONWIDE ADVISORY SERVICES, INC.

DIRECTOR

direct

1998-04-01

2002-03-27

GUARDIAN CAPITAL INC

MANAGING DIRECTOR

direct

1985-11-01

2002-03-28

GUARDIAN CAPITAL INC

MANAGING DIRECTOR

direct

1988-02-01

2002-03-28

FORUM SECURITIES, INC.

EXECUTIVE VICE PRESIDENT

direct

1989-01-01

2002-03-28

FORUM SECURITIES, INC.

DIRECTOR

direct

1989-02-01

2002-03-28

FORUM SECURITIES, INC.

SECRETARY

direct

1989-06-01

2002-03-28

FORUM SECURITIES, INC.

PRESIDENT/TREASURER/DIRECTOR/SROP/CROP

direct

1991-02-01

2002-03-28

FORUM SECURITIES, INC.

SENIOR VICE PRESIDENT/CFO

direct

1991-03-01

2002-03-28

FORUM SECURITIES, INC.

DIRECTOR

direct

1992-08-01

2002-03-28

GUARDIAN CAPITAL INC

MANAGING DIRECTOR

direct

1994-11-01

2002-03-28

GUARDIAN CAPITAL INC

MANAGING DIRECTOR

direct

1995-04-01

2002-03-28

INSTITUTIONAL SECURITIES CORPORATION

SECRETARY

direct

1996-05-01

2002-03-28

VALUE PARTNERS LTD

NON-EXECUTIVE DIRECTOR

direct

1998-06-01

2002-03-28

GUARDIAN CAPITAL ADVISORS INC

V.P., COMPLIANCE & SECRETARY

direct

1998-11-01

2002-03-28

EPG INC

SENIOR VICE PRESIDENT

direct

1998-01-01

2002-04-01

JMG CAPITAL MANAGEMENT, LLC

N/A

indirect

1998-04-01

2002-04-01

STIFEL, NICOLAUS & COMPANY, INCORPORATED

SHAREHOLDER

direct

1996-06-01

2002-04-02

WARNER GROUP, INC.

VICE PRESIDENT, DIRECTOR, SHAREHOLDER

direct

1996-05-01

2002-04-03

TACTICAL ALLOCATION SERVICES LLC

TRUST

direct

1996-04-01

2002-04-04

BRENTON INVESTMENTS, INC.

SHAREHOLDER

indirect

1995-01-01

2002-04-17

MUHLENKAMP & CO INC

SHAREHOLDER

direct

1983-02-01

2002-04-22

DIVERSIFIED INVESTMENT ADVISORS INC

DIRECTOR & PRESIDENT

direct

1992-10-01

2002-04-30

DIVERSIFIED INVESTMENT ADVISORS INC

SECRETARY

direct

1994-01-01

2002-04-30

LINDNER CAPITAL MANAGEMENT, LLC

52% SHAREHOLDER

indirect

1997-03-01

2002-04-30

CHAPEL HILL CAPITAL MANAGEMENT INC

PRESIDENT

direct

1997-12-01

2002-05-03

ARISTA INVESTMENT ADVISORS, LTD.

PRESIDENT

direct

1988-11-01

2002-05-06

ARISTA INVESTMENT ADVISORS, LTD.

SECRETARY

direct

1988-11-01

2002-05-06

ARISTA INVESTMENT ADVISORS, LTD.

VICE-PRESIDENT

direct

1996-04-01

2002-05-06

PINNACLE FUND MANAGEMENT LLC

NONE

direct

1997-03-01

2002-05-06

SUCCESSFUL MONEY STRATEGIES INC

CHIEF INVESTMENT OFFICER

direct

1993-03-01

2002-05-07

WESTBOURNE INVESTMENTS, INC.

BENEFICIAL OWNER

direct

1997-09-01

2002-05-14

WESTBOURNE INVESTMENTS, INC.

BENEFICIAL OWNER

direct

1997-12-01

2002-05-14

PLANNERS FINANCIAL SERVICES, INC.

BOARD MEMBER

direct

1984-03-01

2002-05-24

PACIFIC CAPITAL PLANNING COMPANY

OWNER

direct

1997-09-01

2002-05-24

A. G. EDWARDS & SONS, INC.

DIRECTOR, SENIOR VICE PRESIDENT, ASSISTANT SECRETARY

direct

1998-03-01

2002-05-31

R.V. KUHNS & ASSOCIATES, INC.

TREASURER

indirect

1986-01-01

2002-06-25

FIRST ALLIED SECURITIES, INC.

SHAREHOLDER

indirect

1994-10-01

2002-07-22

TRUSTED SECURITIES ADVISORS CORP.

CHAIRMAN AND DIRECTOR

direct

1998-08-01

2002-07-24

AMERICAN GENERAL FINANCIAL ADVISORS, INC.

ASSISTANT TREASURER

direct

1998-08-01

2002-08-29

EQUITY ANALYSTS INC.

SHAREHOLDER

direct

1998-09-01

2002-09-20

THE MILLER FINANCIAL GROUP, INC.

SHAREHOLDER

indirect

1992-04-01

2002-09-23

1717 CAPITAL MANAGEMENT COMPANY

DIRECTOR

direct

1998-11-01

2002-09-26

KILLIAN ASSET MANAGEMENT CORP

PRESIDENT

direct

1987-04-01

2002-10-11

ABSOLUTE RETURN ADVISORS, LTD.

CROP/SROP/VP

direct

1996-12-01

2002-10-14

MCCORMACK ADVISORS INTERNATIONAL LLC

indirect

1973-12-01

2002-10-16

METROPOLITAN LIFE INSURANCE COMPANY

DIRECTOR

direct

1980-03-01

2002-10-21

METROPOLITAN LIFE INSURANCE COMPANY

DIRECTOR

direct

1980-11-01

2002-10-21

METROPOLITAN LIFE INSURANCE COMPANY

DIRECTOR

direct

1983-02-01

2002-10-21

ARTHURS, LESTRANGE & COMPANY INCORPORATED

OUTSIDE SHAREHOLDER

direct

1986-03-01

2002-10-31

SANDALWOOD SECURITIES, INC.

SHAREHOLDER

direct

1997-12-01

2002-10-31

SANDALWOOD SECURITIES, INC.

SHAREHOLDERS

direct

1997-12-01

2002-10-31

BERGER & ASSOCIATES LLC

MANAGER & 100% OWNER

direct

1997-04-01

2002-12-04

MUHLENKAMP & CO INC

SHAREHOLDER

indirect

1983-02-01

2002-12-18

THE DANFORTH ASSOCIATES, INC

VICE PRESIDENT & DIRECTOR

direct

1994-09-01

2002-12-20

COUNTRY CAPITAL MANAGEMENT COMPANY

CHAIRMAN OF THE BOARD & DIRECTOR

direct

1994-10-01

2003-01-02

COUNTRY CAPITAL MANAGEMENT COMPANY

GENERAL COUNSEL & SECRETARY

direct

1996-08-01

2003-01-02

COUNTRY CAPITAL MANAGEMENT COMPANY

SENIOR VP & CHIEF FINANCIAL OFFICER

direct

1996-10-01

2003-01-02

COUNTRY CAPITAL MANAGEMENT COMPANY

VP FINANCE & TREASURER

direct

1998-11-01

2003-01-02

L ROY PAPP & ASSOCIATES

GENERAL PARTNER

direct

1992-01-01

2003-01-10

MEMORIAL INVESTMENT ADVISORS INC

PRESIDENT AND CEO

direct

1998-10-01

2003-01-14

MEMORIAL INVESTMENT ADVISORS INC

VP AND CFO

direct

1998-10-01

2003-01-14

LAUREL MANAGEMENT CO LLC

MEMBER

direct

1995-07-01

2003-01-15

CLARK FINANCIAL SERVICES GROUP INC

PRESIDENT

direct

1987-01-01

2003-01-24

ROLF ADLER GROUP INC

PRESIDENT

direct

1987-12-01

2003-01-25

FINANCIAL ADVISORY SERVICE INC

SHAREHOLDER

direct

1984-01-01

2003-02-05

C.E. UNTERBERG, TOWBIN (A CALIFORNIA LIMITED PARTNERSHIP)

DIRECTOR OF COMPLIANCE

direct

1997-03-01

2003-02-07

THE DANFORTH ASSOCIATES, INC

DIRECTOR

direct

1994-09-01

2003-02-14

GURUN, INC.

PRESIDENT

direct

1986-03-01

2003-02-27

TIFFANY CAPITAL ADVISORS INC

BOARD MEMBER

direct

1992-07-01

2003-03-03

WILLINGHAM ASSET MANAGEMENT INC

PRESIDENT

direct

1995-11-01

2003-03-03

JULIUS BAER SECURITIES INC.

SENIOR VICE PRESIDENT

direct

1994-12-01

2003-03-14

JULIUS BAER SECURITIES INC.

DIRECTOR

direct

1996-05-01

2003-03-14

THE DE BURLO GROUP,INC.

PRESIDENT

direct

1987-10-01

2003-03-18

THE DE BURLO GROUP,INC.

SECRETARY

direct

1987-10-01

2003-03-18

THE DE BURLO GROUP,INC.

DIRECTOR

direct

1987-10-01

2003-03-18

THE DE BURLO GROUP,INC.

SENIOR VICE PRESIDENT

direct

1996-03-01

2003-03-18

PERKINS, WOLF, MCDONNELL & CO.

SHAREHOLDER

direct

1983-03-01

2003-03-26

KEENE & ASSOCIATES, INC.

PRESIDENT, DIRECTOR

direct

1994-09-01

2003-03-26

HORSLEY BRIDGE PARTNERS, INC.

SHAREHOLDER CLASS A & B SHARES

direct

1985-03-01

2003-03-27

NVEST FUNDS MANAGEMENT LP

GENERAL PARTNER

direct

1995-01-01

2003-03-27

CJ CAPITAL MANAGEMENT LLC

MEMBER, PRESIDENT

direct

1998-08-01

2003-03-27

BUCKINGHAM CAPITAL MANAGEMENT INC

DIRECTOR

direct

1985-05-01

2003-03-28

COMMERCE CAPITAL MARKETS, INC.

EXECUTIVE VICE PRESIDENT

direct

1972-05-01

2003-03-31

ATLANTIC CAPITAL MANAGEMENT LTD

VICE PRESIDENT

direct

1990-08-01

2003-03-31

ATLANTIC CAPITAL MANAGEMENT LTD

CORPORATE SECRETARY

direct

1992-04-01

2003-03-31

FIRST WESTERN ADVISORS

PRESIDENT

direct

1997-10-01

2003-04-02

J. BUSH & CO., INCORPORATED

PRESIDENT / DIRECTOR

direct

1998-03-01

2003-04-03

HORNOR, TOWNSEND & KENT, INC.

DIRECTOR

direct

1998-05-01

2003-04-08

BERGER & ASSOCIATES LLC

MANAGING DIRECTOR

direct

1997-04-01

2003-04-16

PENSION CONSULTING ALLIANCE INC

PRINCIPAL

direct

1995-10-01

2003-05-02

TWEEDY, BROWNE COMPANY LLC

MANAGING DIRECTOR

direct

1997-10-01

2003-05-07

JULIUS BAER SECURITIES INC.

SHAREHOLDER

direct

1962-11-01

2003-05-20

HARBOUR INVESTMENTS, INC.

VICE PRESIDENT, SECRETARY

direct

1992-04-01

2003-06-13

HARBOUR INVESTMENTS, INC.

CCO

direct

1994-05-01

2003-06-13

HARBOUR INVESTMENTS, INC.

VICE PRESIDENT

direct

1997-03-01

2003-06-13

BRILL SECURITIES, INC.

VP., TRES., SEC., ,CHIEF OPERATING OFFICER

direct

1987-06-01

2003-06-30

SIGNATOR INVESTORS, INC.

VICE PRESIDENT

direct

1998-09-01

2003-07-03

MECHTENBERG FINANCIAL GROUP INC

SHAREHOLDER

direct

1980-01-01

2003-07-14

DEVON ADVISORS INC

PRESIDENT

direct

1998-07-01

2003-07-30

L ROY PAPP & ASSOCIATES

GENERAL PARTNER

direct

1991-01-01

2003-08-06

L ROY PAPP & ASSOCIATES

GENERAL PARTNER

direct

1989-10-01

2003-08-28

L ROY PAPP & ASSOCIATES

GENERAL PARTNER

direct

1993-01-01

2003-08-28

L ROY PAPP & ASSOCIATES

GENERAL PARTNER

direct

1996-01-01

2003-08-28

CHARLES SCHWAB & CO., INC.

SENIOR VICE PRESIDENT - GENERAL COUNSEL

direct

1997-07-01

2003-09-11

METROPOLITAN LIFE INSURANCE COMPANY

SENIOR VICE PRESIDENT

direct

1998-03-01

2003-09-17

THE DANFORTH ASSOCIATES, INC

CHAIRMAN & DIRECTOR

direct

1949-01-01

2003-09-25

THE DANFORTH ASSOCIATES, INC

PRESIDENT & DIRECTOR

direct

1994-08-01

2003-09-25

MONEY CONCEPTS CAPITAL CORP

CHAIRMAN

direct

1982-06-01

2003-10-27

MONEY CONCEPTS CAPITAL CORP

SHAREHOLDER

indirect

1982-06-01

2003-10-27

UBOC INVESTMENT SERVICES, INC.

DIRECTOR

direct

1993-02-01

2003-10-27

ARTISAN PARTNERS LIMITED PARTNERSHIP

GENERAL PARTNER OF SUTTER HILL PARTNERS L.P.

indirect

1991-07-01

2003-11-18

ARTISAN PARTNERS LIMITED PARTNERSHIP

GENERAL PARTNER OF SUTTER HILL PARTNERS L.P.

indirect

1995-01-01

2003-11-18

ROGGE GLOBAL PARTNERS PLC

100% OWNER OF UNITED ASSET MANAGEMENT UK HOLDINGS LIMITED

indirect

1996-09-01

2003-11-18

ARTISAN PARTNERS LIMITED PARTNERSHIP

LIMITED PARTNER OF SUTTER HILL PARTNERS L.P.

indirect

1998-01-01

2003-11-18

ARTISAN PARTNERS LIMITED PARTNERSHIP

GENERAL PARTNER OF SUTTER HILL PARTNERS L.P.

indirect

1998-01-01

2003-11-18

AMERICAN INSTITUTIONAL REALTY ADVISORS

OWNER

direct

1992-12-01

2003-12-17

CITIGROUP GLOBAL MARKETS INC.

CHIEF INVESTMENT OFFICER, U.S. RETAIL & HIGH NET WORTH - CITIGROUP ASSET MGMT

direct

1997-09-01

2003-12-18

CAPITAL MANAGEMENT CONSULTING, LLC

CO-PRESIDENT

direct

1996-07-01

2004-01-02

SUCCESSFUL MONEY STRATEGIES INC

PRESIDENT

direct

1993-03-01

2004-01-07

WARFIELD ASSOCIATES, INC.

CORPORATE SECRETARY

direct

1988-11-01

2004-01-13

BJURMAN, BARRY & ASSOCIATES

SHAREHOLDER

direct

1998-03-01

2004-01-15

TRF INVESTMENTS INC

PRESIDENT

direct

1992-03-01

2004-01-20

PPS & V ASSET MANAGEMENT CONSULTANTS INC

PRESIDENT

direct

1991-09-01

2004-01-22

AMERISTOCK CORP

SHAREHOLDER

direct

1995-06-01

2004-02-03

MADISON PORTFOLIO CONSULTANTS INC.

PRESIDENT, DIRECTOR

direct

1990-12-01

2004-02-26

SULLIVAN, MORRISSEY & MICKLE SECURITIES CORP.

CHAIRMAN, DIRECTOR

direct

1978-08-01

2004-03-08

LORD ANDREW CHARLES

MEMBER

direct

1984-01-01

2004-03-09

TOWER EQUITIES, INC.

TRUSTEE OF JUDITH D BON REVOCABLE LIVING TRUST

direct

1992-12-01

2004-03-25

FRANK RUSSELL CAPITAL INC.

GENERAL COUNSEL, SECRETARY, DIRECTOR

direct

1994-11-01

2004-03-25

FISHMAN JAY A LTD

PRESIDENT

direct

1983-09-01

2004-03-26

BAXTER FINANCIAL CORPORATION

SECRETARY

direct

1989-04-01

2004-03-26

SPRING CREEK INVESTMENT ADVISORS, INC.

PRESIDENT

direct

1994-10-01

2004-03-26

ORION CAPITAL MANAGEMENT INC

PRESIDENT

direct

1991-05-01

2004-03-29

SYSTEMATIC FINANCIAL MANAGEMENT LP

CHIEF INVESTMENT OFFICER AND SENIOR MANAGING DIRECTOR

direct

1996-07-01

2004-03-29

SYSTEMATIC FINANCIAL MANAGEMENT LP

MANAGING DIRECTOR AND SENIOR PORTFOLIO MANAGER

direct

1996-07-01

2004-03-29

ORION CAPITAL MANAGEMENT INC

SECRETARY/TREASURER

direct

1997-01-01

2004-03-29

LAFAYETTE INVESTMENTS, INC.

SECRETARY

direct

1988-05-01

2004-03-30

WALL STREET ASSOCIATES

SHAREHOLDER

direct

1991-12-01

2004-03-30

TAKAKI CLOSE & ASSOCIATES, LTD.

PRESIDENT

direct

1993-04-01

2004-03-30

TAKAKI CLOSE & ASSOCIATES, LTD.

DIRECTOR

direct

1993-04-01

2004-03-30

LAFAYETTE INVESTMENTS, INC.

DIRECTOR

direct

1998-05-01

2004-03-30

COMMERCE CAPITAL MARKETS, INC.

PRESIDENT/CEO/DIRECTOR

direct

1971-10-01

2004-03-31

ORLEANS CAPITAL MANAGEMENT CORP

VICE PRESIDENT, DIRECT OWNER-COMMON & DIRECTOR

direct

1991-11-01

2004-03-31

ORLEANS CAPITAL MANAGEMENT CORP

VICE PRESIDENT, DIRECT OWNER-PFD, & DIRECTOR

direct

1994-02-01

2004-03-31

COMMERCE CAPITAL MARKETS, INC.

SENIOR VP/DIRECTOR

direct

1998-03-01

2004-03-31

COMMERCE CAPITAL MARKETS, INC.

CFO/SECRETARY/FINOP

direct

1998-09-01

2004-03-31

AMERICAN INVESTMENT SERVICES INC

BOARD CHAIRMAN & DIRECTOR

direct

1998-10-01

2004-03-31

COMMERCE CAPITAL MARKETS, INC.

COMPLIANCE OFFICER

direct

1998-11-01

2004-03-31

COOPER LARRY CLARK

SOLE PROPRIETOR

direct

1983-10-01

2004-04-02

C.E. UNTERBERG, TOWBIN LLC

PRESIDENT

indirect

1989-05-01

2004-04-22

MORSE WILLIAMS & CO. INC.

MANAGING DIRECTOR

direct

1992-05-01

2004-04-29

PENSION CONSULTING ALLIANCE INC

PRINCIPAL

direct

1992-08-01

2004-05-13

WILLIAM MANN CO INC

PRESIDENT

direct

1989-05-01

2004-06-22

CAPITAL BUILDERS ADVISORY SERVICES INC

DIRECTOR/PRESIDENT

direct

1977-01-01

2004-06-29

SUCCESSFUL MONEY STRATEGIES INC

PRESIDENT/CHIEF COMPLIANCE OFFICER

direct

1993-03-01

2004-07-06

POPULAR SECURITIES, INC.

CFO

direct

1997-09-01

2004-07-19

METROPOLITAN LIFE INSURANCE COMPANY

DIRECTOR

direct

1985-05-01

2004-07-26

LEGACY FINANCIAL GROUP, INC.

PRESIDENT AND DIRECTOR

direct

1998-11-01

2004-08-03

SAFECO INVESTMENT SERVICES, INC.

ASSISTANT SECRETARY

direct

1998-02-01

2004-08-05

METROPOLITAN LIFE INSURANCE COMPANY

DIRECTOR

direct

1998-06-01

2004-08-05

FINDELL & CO INC

PRESIDENT

direct

1987-01-01

2004-08-24

MOODY INVESTMENT ADVISORS, INC.

PRESIDENT

direct

1995-01-01

2004-08-27

COMMONWEALTH ADVISORS INC

VICE PRESIDENT

direct

1994-12-01

2004-09-02

THE WEIL COMPANY

TRUSTEE OF THE WEIL FAMILY TRUST OF 1980

direct

1980-09-01

2004-09-09

DANDA FINANCIAL SERVICES, INC.

PRESIDENT

direct

1992-01-01

2004-09-15

CARDINAL CAPITAL MANAGEMENT INC

CHEIF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER

direct

1992-01-01

2004-10-06

MORSE WILLIAMS & CO. INC.

MANAGING DIRECTOR/COMPLIANCE OFFICER

direct

1992-05-01

2004-10-07

MORSE WILLIAMS & CO. INC.

MANAGING DIRECTOR & PRINCIPAL

direct

1996-12-01

2004-10-07

PRIMECAP MANAGEMENT CO

CHAIRMAN

direct

1983-09-01

2004-10-26

PRIMECAP MANAGEMENT CO

VICE CHAIRMAN

direct

1983-09-01

2004-10-26

PRIMECAP MANAGEMENT CO

PRESIDENT

direct

1983-09-01

2004-10-26

PRIMECAP MANAGEMENT CO

EXECUTIVE VICE PRESIDENT

direct

1986-07-01

2004-10-26

CAPITAL MANAGEMENT ASSOCIATES INC

PRESIDENT

direct

1996-04-01

2004-11-02

CAPITAL MANAGEMENT ASSOCIATES INC

SECRETARY/TREASURER

direct

1996-04-01

2004-11-02

HORNOR, TOWNSEND & KENT, INC.

COUNSEL

direct

1998-11-01

2004-11-23

THE PROGRAM WORKS, INC.

CHAIRMAN

direct

1990-11-01

2004-11-29

UNITED AMERICAN SECURITIES, INC.

NONE

direct

1987-11-01

2004-12-03

UNITED AMERICAN SECURITIES, INC.

NONE

direct

1988-01-01

2004-12-03

C.E. UNTERBERG, TOWBIN LLC

MANAGING DIRECTOR

indirect

1989-05-01

2004-12-07

FINANCIAL ADVISORY SERVICE INC

PRESIDENT, DIRECTOR SHAREHOLDER

direct

1983-02-01

2004-12-15

FINANCIAL DESIGNS CORPORATION

VICE PRESIDENT, SECRETARY

direct

1981-03-01

2004-12-16

FOLGER NOLAN FLEMING DOUGLAS INCORPORATED

LIMITED PARTNERSHIP

indirect

1984-05-01

2005-01-04

D.J. ST. GERMAIN CO., INC.

VICE PRESIDENT

direct

1987-06-01

2005-01-07

D.J. ST. GERMAIN CO., INC.

DIRECTOR

direct

1988-03-01

2005-01-07

WILEN MANAGEMENT CO INC

CORPORATION

indirect

1984-07-01

2005-01-21

ANDREW J. SOTER

OWNER

direct

1988-09-01

2005-01-25

METROPOLITAN LIFE INSURANCE COMPANY

SENIOR EXECUTIVE VICE PRESIDENT & CAO

direct

1998-03-01

2005-02-01

DFC FINANCIAL GROUP INC

PRESIDENT

direct

1983-01-01

2005-02-03

WILEN MANAGEMENT CO INC

PRESIDENT

direct

1984-07-01

2005-02-03

WILEN MANAGEMENT CO INC

SECRETARY/TREASURER

direct

1984-07-01

2005-02-03

WILEN MANAGEMENT CO INC

CHIEF COMPLIANCE OFFICER

direct

1984-07-01

2005-02-03

MORSE WILLIAMS & CO. INC.

PRESIDENT/CEO

direct

1984-05-01

2005-02-11

MORSE WILLIAMS & CO. INC.

PORTFOLIO STRATEGIST

direct

1986-05-01

2005-02-11

MORSE WILLIAMS & CO. INC.

MANAGING DIRECTOR/PRINCIPAL/COMPLIANCE OFFICER

direct

1992-05-01

2005-02-11

MORSE WILLIAMS & CO. INC.

MANAGING DIRECTOR/PRINCIPAL

direct

1996-12-01

2005-02-11

DARTMOUTH CAPITAL ADVISORS, INC.

CHIEF COMPLIANCE OFFICER

direct

1995-12-01

2005-02-17

FINCH JAMES AUSTIN III

PRINCIPAL

direct

1994-12-01

2005-02-22

ARTISAN PARTNERS LIMITED PARTNERSHIP

LIMITED PARTNER

direct

1994-11-01

2005-03-01

AMR INVESTMENT SERVICES, INC

VICE PRESIDENT & COMPLIANCE OFFICER

direct

1995-07-01

2005-03-01

ASSET MANAGEMENT ADVISORS, LLC

EXECUTIVE MANAGER

direct

1996-03-01

2005-03-03

ASSET MANAGEMENT ADVISORS, LLC

CHIEF COMPLIANCE OFFICER

direct

1996-03-01

2005-03-10

AMERICAN INVESTMENT SERVICES INC

DIRECTOR

direct

1989-07-01

2005-03-11

BAXTER FINANCIAL CORPORATION

SECRETARY AND CCO

direct

1989-04-01

2005-03-17

SULLIVAN, MORRISSEY & MICKLE SECURITIES CORP.

PRESIDENT, DIRECTOR

direct

1978-11-01

2005-03-21

BOXER LAURA JUDITH

OWNER

direct

1986-01-01

2005-03-21

ADVISORY ONE, INC.

PRESIDENT

direct

1993-08-01

2005-03-23

C.E. UNTERBERG, TOWBIN (A CALIFORNIA LIMITED PARTNERSHIP)

CHIEF FINANCIAL OFFICER

direct

1998-07-01

2005-03-23

HAMILTON ADVISORS INC

PRESIDENT

direct

1981-01-01

2005-03-25

KETTLER JAMES ROBERT

OWNER

direct

1992-10-01

2005-03-25

DOWSE SECURITIES MANAGEMENT CORP

PRESIDENT

direct

1978-04-01

2005-03-28

SPECTRUM CAPITAL MANAGEMENT

GENERAL PARTNER

direct

1987-01-01

2005-03-28

FAGAN ASSOCIATES INC

PRESIDENT

direct

1989-08-01

2005-03-28

CARDINAL CAPITAL MANAGEMENT INC

CHAIRMAN, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER

direct

1992-01-01

2005-03-28

BUCKINGHAM CAPITAL MANAGEMENT INC

PRESIDENT, CHIEF INVESTMENT OFFICER; DIRECTOR

direct

1985-05-01

2005-03-30

BUCKINGHAM CAPITAL MANAGEMENT INC

PRESIDENT; CHAIRMAN; DIRECTOR AND SHAREHOLDER

indirect

1985-05-01

2005-03-30

BUCKINGHAM CAPITAL MANAGEMENT INC

CHAIRMAN

direct

1988-08-01

2005-03-30

SYSTEMATIC FINANCIAL MANAGEMENT LP

CHIEF OPERATING OFFICER

direct

1998-05-01

2005-03-30

STANLEY D J & CO INC

PRESIDENT

direct

1976-05-01

2005-03-31

AMERICAN BEACON ADVISORS, INC.

VICE PRESIDENT & CHIEF LEGAL OFFICER

direct

1995-07-01

2005-03-31

POPULAR SECURITIES, INC.

MANAGING DIRECTOR

direct

1995-08-01

2005-03-31

VICE PRESIDENT

direct

1997-04-01

2005-03-31

OCCAM CAPITAL MANAGEMENT, LLC

CHIEF EXECUTIVE OFFICER

direct

1998-07-01

2005-03-31

REAL ESTATE RESEARCH CORP

CEO

direct

1996-12-01

2005-04-08

HOTCHKIS AND WILEY CAPITAL MANAGEMENT, LLC

SHAREHOLDER COMMON A

indirect

1988-01-01

2005-05-02

J. BUSH & CO., INCORPORATED

CHAIRMAN, CHIEF EXECUTIVE OFFICER

direct

1970-07-01

2005-05-06

J. BUSH & CO., INCORPORATED

DIRECTOR

direct

1997-10-01

2005-05-06

J. BUSH & CO., INCORPORATED

SHAREHOLDER

indirect

1997-10-01

2005-05-06

MBIA CAPITAL MANAGEMENT CORP.

TREASURER AND DIRECTOR

direct

1994-01-01

2005-05-13

MBIA CAPITAL MANAGEMENT CORP.

CHAIRMAN, DIRECTOR

direct

1998-02-01

2005-05-13

FIRST WESTERN ADVISORS

FINOPS PRINCIPAL

direct

1997-10-01

2005-05-19

FIRST WESTERN ADVISORS

VP/EXECUTIVE OFFICER

direct

1997-10-01

2005-05-19

BORTHWICK ASSOCIATES, INC.

SECRETARY/TREASURER

direct

1982-01-01

2005-05-24

J. BUSH & CO., INCORPORATED

PRESIDENT, CHIEF EXECUTIVE OFFICER, CHAIRMAN AND CHIEF COMPLIANCE OFFICER

direct

1970-07-01

2005-06-06

FERGUSON INVESTMENT CONSULTANTS INC

VICE PRESIDENT

direct

1988-06-01

2005-06-14

ASSET STRATEGY CONSULTANTS LLC

PRINCIPAL

direct

1992-07-01

2005-06-16

LEIST ALAN R PLANNING GROUP INC

PRESIDENT

indirect

1998-09-01

2005-06-20

LEIST ALAN R PLANNING GROUP INC

PRESIDENT

direct

1998-09-01

2005-06-20

SAUNDERS RETIREMENT ADVISORS, INC.

PRESIDENT

direct

1993-04-01

2005-06-29

RUNDE $ CO INCORPORATED

PRESIDENT

direct

1992-11-01

2005-06-30

THE PEACH CORPORATION

PRESIDENT

direct

1996-01-01

2005-07-21

GALOVICH FINANCIAL PLANNING SERVICES INC

COMPLIANCE OFFICER

direct

1985-06-01

2005-08-03

JONAS BRITTAIN GLENN INC.

PRESIDENT

direct

1998-08-01

2005-08-15

HART ADVISERS INC

CHAIRMAN/CEO

direct

1987-12-01

2005-08-16

HART ADVISERS INC

PRESIDENT AND COO

direct

1987-12-01

2005-08-16

HART ADVISERS INC

EXECUTIVE VICE PRESIDENT

direct

1987-12-01

2005-08-16

KARK M Z & ASSOCIATES INC

97.5% SHAREHOLDER

direct

1989-07-01

2005-09-06

BILLEAUD CAPITAL MANAGEMENT INC

PRESIDENT

direct

1991-10-01

2005-09-06

BILLEAUD CAPITAL MANAGEMENT INC

PRESIDENT & CHIEF COMPLIANCE OFFICER

direct

1991-10-01

2005-09-06

SYSTEMATIC FINANCIAL MANAGEMENT LP

CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER

direct

1998-05-01

2005-09-07

CHARTER CAPITAL MANAGEMENT, INC.

CEO, DIRECTOR, CCO FOR REGISTERED INVESTMENT ADVISORY FIRM ONLY

direct

1990-01-01

2005-09-12

CHECK CAPITAL MANAGEMENT INC

PRESIDENT

direct

1990-01-01

2005-09-15

STEPHENS INC.

SHAREHOLDER PREFERRED B

indirect

1986-12-01

2005-09-16

STEPHENS INC.

SHAREHOLDER COMMON A

indirect

1988-01-01

2005-09-16

CAPITAL BUILDERS ADVISORY SERVICES INC

DIRECTOR

direct

1977-01-01

2005-09-20

CAPITAL BUILDERS ADVISORY SERVICES INC

DIRECTOR/CCO/PRESIDENT

direct

1977-01-01

2005-09-20

IPSWICH INVESTMENT MANAGEMENT COMPANY, INC.

OWNER

direct

1986-02-01

2005-09-21

ASSET STRATEGY CONSULTANTS LLC

PRINCIPAL, CHIEF COMPLIANCE OFFICER

direct

1992-07-01

2005-09-30

FRANK RUSSELL CAPITAL INC.

GENERAL COUNSEL, SECRETARY

direct

1994-11-01

2005-10-14

AMERICAN INSTITUTIONAL REALTY ADVISORS

OWNER

indirect

1995-05-01

2005-10-14

AMERICAN INSTITUTIONAL REALTY ADVISORS

SOLE TRUSTEE

indirect

1995-05-01

2005-10-14

REDSTONE CONSULTING LLC

LIMITED PARTNER

indirect

1998-08-01

2005-10-31

LINSCO/PRIVATE LEDGER CORP.

DIRECTOR

direct

1989-04-01

2005-11-29

PPS & V ASSET MANAGEMENT CONSULTANTS INC

CHIEF COMPLIANCE OFFICER

direct

1991-09-01

2005-12-05

SULLIVAN,MORRISSEY & MICKLE CAPITAL MANAGEMENT CORP.

CHAIRMAN, DIRECTOR, CCO

direct

1978-08-01

2005-12-07

LEIST ALAN R PLANNING GROUP INC

PRESIDENT/SECRETARY

indirect

1998-09-01

2005-12-08

LEIST ALAN R PLANNING GROUP INC

PRESIDENT/SECRETARY

direct

1998-09-01

2005-12-08

MUHLENKAMP & CO INC

DIRECTOR/PRESIDENT

direct

1981-08-01

2005-12-20

MUHLENKAMP & CO INC

DIRECTOR

direct

1982-07-01

2005-12-20

GREAT LAKES ADVISORS, INC.

SHAREHOLDER/DIRECTOR, CHAIRMAN OF THE BOARD

direct

1990-05-01

2006-01-05

GREAT LAKES ADVISORS, INC.

DIRECTOR

direct

1996-10-01

2006-01-05

LEWIS & MATHEWS INVESTMENT MANAGEMENT, INC.

PRESIDENT/CHIEF COMPLIANCE OFFICER

direct

1990-05-01

2006-01-06

LANCZ ALAN B & ASSOCIATES INC

CHIEF COMPLIANCE OFFICER

direct

1985-03-01

2006-01-19

JONAS BRITTAIN GLENN INC.

PRESIDENT-CHIEF COMPLIANCE OFFICER

direct

1998-08-01

2006-01-19

LATEEF MANAGEMENT ASSOCIATES

GENERAL PARTNER

direct

1974-01-01

2006-01-23

LATEEF MANAGEMENT ASSOCIATES

GENERAL/LIMITED PARTNER

direct

1994-01-01

2006-01-23

MOODY ALDRICH & SULLIVAN LLC

MEMBER

direct

1988-06-01

2006-01-27

MOODY ALDRICH & SULLIVAN LLC

MEMBER

direct

1992-12-01

2006-01-27

AMERICAN INVESTMENT SERVICES INC

VICE PRESIDENT

direct

1984-03-01

2006-02-01

HARRELL ROBERT INCORPORATED

CHIEF EXECUTIVE OFFICER

direct

1991-07-01

2006-02-01

HARRELL ROBERT INCORPORATED

VICE PRESIDENT, SECRETARY, TREASURER

direct

1991-07-01

2006-02-01

TREGER & ASSOCIATES LLC

PRINCIPAL AND CHIEF COMPLIANCE OFFICER

direct

1992-08-01

2006-02-01

TREGER & ASSOCIATES LLC

PRINCIPAL

direct

1992-08-01

2006-02-01

NVNG INVESTMENTS INC

CHIEF COMPLIANCE OFFICER

direct

1994-01-01

2006-02-02

REAL ESTATE RESEARCH CORP

CEO/CCO

direct

1996-12-01

2006-02-08

HUTCHINSON/IFRAH FINANCIAL SERVICES, INC.

CHAIRMAN & CEO

direct

1988-08-01

2006-02-10

HUTCHINSON/IFRAH FINANCIAL SERVICES, INC.

PRESIDENT & COO

direct

1990-12-01

2006-02-10

WHITEGATE INVESTMENT COUNSELORS INC

SOLE SHAREHOLDER

direct

1998-07-01

2006-02-10

PZENA INVESTMENT MANAGEMENT LLC

NON-VOTING MEMBER

direct

1996-12-01

2006-02-13

RANDALL PAUL MARTIN

SOLE PROP

direct

1992-12-01

2006-02-17

GALOVICH FINANCIAL PLANNING SERVICES INC

CHIEF COMPLIANCE OFFICER

direct

1985-06-01

2006-02-21

FINCH JAMES AUSTIN III

PRINCIPAL/CHIEF COMPLIANCE OFFICER

direct

1994-12-01

2006-02-21

ADVISORY ONE, INC.

PRESIDENT/CHIEF COMPLIANCE OFFICER

direct

1993-08-01

2006-03-01

DOWSE SECURITIES MANAGEMENT CORP

PRESIDENT/CHIEF COMPLIANCE OFFICER

direct

1978-04-01

2006-03-20

LEE KRASNER GROUP LTD

PRESIDENT/TREASURER, CHIEF COMPLIANCE OFFICER

direct

1993-10-01

2006-03-20

MOODY INVESTMENT ADVISORS, INC.

PRESIDENT AND COMPLIANCE OFFICER

direct

1995-01-01

2006-03-20

RUNDE $ CO INCORPORATED

VICE PRESIDENT

direct

1992-11-01

2006-03-21

RUNDE & CO. LLC

PRESIDENT/CHIEF COMPLIANCE OFFICER

direct

1992-11-01

2006-03-21

VARIABLE ANNUITY LIFE INSURANCE CO

PARENT COMPANY

indirect

1969-01-01

2006-03-24

SPRING CREEK INVESTMENT ADVISORS, INC.

PRESIDENT; CHIEF COMPLIANCE OFFICER

direct

1994-10-01

2006-03-27

HAMILTON ADVISORS INC

PRESIDENT/CHIEF COMPLIANCE OFFICER

direct

1981-01-01

2006-03-28

DFC FINANCIAL GROUP INC

PRESIDENT AND CHIEF COMPLIANCE OFFICER

direct

1983-01-01

2006-03-28

SPECTRUM CAPITAL MANAGEMENT

GENERAL PARTNER/CHIEF COMPLIANCE OFFICER

direct

1987-01-01

2006-03-28

OCCAM CAPITAL MANAGEMENT, LLC

CEO/CCO/CFO/CLO

direct

1998-07-01

2006-03-29

POPULAR SECURITIES, INC.

PRESIDENT & CEO

direct

1995-05-01

2006-03-30

SYSTEMATIC FINANCIAL MANAGEMENT LP

CONSULTANT

direct

1998-05-01

2006-03-30

HORSLEY BRIDGE PARTNERS, INC.

SHAREHOLDER CLASS A & B SHARES

direct

1983-03-01

2006-03-31

HORSLEY BRIDGE PARTNERS, INC.

SHAREHOLDER CLASS A SHARES

direct

1985-03-01

2006-03-31

BOXER LAURA JUDITH

OWNER/CHIEF COMPLIANCE OFFICER

direct

1986-01-01

2006-03-31

AMR INVESTMENT SERVICES, INC

PRESIDENT & DIRECTOR

direct

1986-11-01

2006-03-31

AMR INVESTMENT SERVICES, INC

VICE PRESIDENT

direct

1988-08-01

2006-03-31

FAGAN ASSOCIATES INC

PRESIDENT AND CHIEF COMPLIANCE OFFICER

direct

1989-08-01

2006-03-31

SAUNDERS RETIREMENT ADVISORS, INC.

PRESIDENT/CCO

direct

1993-04-01

2006-03-31

DIBIASE & RUSCETTI ASSOCIATES, INC.

TREASURER

direct

1994-06-01

2006-03-31

DIBIASE & RUSCETTI ASSOCIATES, INC.

PRESIDENT

direct

1994-06-01

2006-03-31

AMR INVESTMENT SERVICES, INC

VICE PRESIDENT

direct

1995-05-01

2006-03-31

AMR INVESTMENT SERVICES, INC

TREASURER

direct

1995-05-01

2006-03-31

CATHOLIC FINANCIAL SERVICES CORP

DIRECTOR, VICE PRESIDENT

direct

1994-06-01

2006-04-22

HOTCHKIS AND WILEY CAPITAL MANAGEMENT, LLC

SHAREHOLDER COMMON A

indirect

1997-01-01

2006-05-15

PRIMEVEST FINANCIAL SERVICES, INC.

ASST. SECRETARY

direct

1998-04-01

2006-06-21

STEPHENS INC.

TRUSTEE

indirect

1985-01-01

2006-07-21

STEPHENS INC.

TRUSTEE

indirect

1995-03-01

2006-07-21

STEPHENS INC.

SHAREHOLDER COMMON A

indirect

1997-01-01

2006-07-21

STRAND, ATKINSON, WILLIAMS & YORK, INC.

PRESIDENT AND CEO, UMPQUA HOLDINGS CORP.

direct

1994-06-01

2006-10-02

STRAND, ATKINSON, WILLIAMS & YORK, INC.

EVP AND CHIEF FINANCIAL OFFICER, UMPQUA HOLDINGS CORP

direct

1997-11-01

2006-10-02

STEPHENS INVESTMENT MANAGEMENT GROUP, LLC

SHAREHOLDER COMMON A

indirect

1997-01-01

2006-10-05

UVEST FINANCIAL SERVICES GROUP, INC.

DIRECTOR

direct

1996-03-01

2006-10-16

AMP CAPITAL REDDING INVESTORS (US) LIMITED

MEMBER

indirect

1998-11-01

2006-11-15

THE MILLER FINANCIAL GROUP, INC.

TRUSTEE

indirect

1992-04-01

2006-12-19

ORLEANS CAPITAL MANAGEMENT CORP

DIRECT OWNER-COMMON

direct

1991-11-01

2007-02-02

ORLEANS CAPITAL MANAGEMENT CORP

VICE PRESIDENT, DIRECT OWNER-COMMON, & DIRECTOR

direct

1994-02-01

2007-02-02

ORLEANS CAPITAL MANAGEMENT CORP

DIRECT OWNER-PREFERRED

direct

1997-08-01

2007-02-02

ORGANIC CAPITAL MANAGEMENT INC

PRESIDENT

direct

1998-01-01

2007-02-08

GREAT LAKES ADVISORS, INC.

SHAREHOLDER/DIRECTOR/PRESIDENT/TREASURER

direct

1990-05-01

2007-02-09

GREAT LAKES ADVISORS, INC.

SHAREHOLDER/DIRECTOR/SECRETARY

direct

1990-05-01

2007-02-09

GREAT LAKES ADVISORS, INC.

SHAREHOLDER/CHAIRMAN EMERITUS

direct

1990-05-01

2007-02-09

GREAT LAKES ADVISORS, INC.

DIRECTOR

direct

1991-04-01

2007-02-09

A. G. EDWARDS & SONS, INC.

CHIEF LEGAL OFFICER, SENIOR VICE PRESIDENT

direct

1980-06-01

2007-02-16

LATEEF MANAGEMENT ASSOCIATES

LIMITED PARTNER

direct

1994-01-01

2007-02-27

MAXWELL NOLL INC

DIRECTOR

direct

1988-07-01

2007-03-01

HART REALTY ADVISERS, INC.

MANAGING PARTNER--INVESTMENT TRANSACTIONS

direct

1987-12-01

2007-03-02

THE MILLER FINANCIAL GROUP, INC.

TRUSTEE

indirect

1992-04-01

2007-03-09

ORGANIC CAPITAL MANAGEMENT INC

PRESIDENT

direct

1998-02-01

2007-03-23

METROPOLITAN LIFE INSURANCE COMPANY

DIRECTOR

direct

1975-07-01

2007-03-28

METROPOLITAN LIFE INSURANCE COMPANY

DIRECTOR

direct

1987-05-01

2007-03-28

METROPOLITAN LIFE INSURANCE COMPANY

DIRECTOR

direct

1994-09-01

2007-03-28

METROPOLITAN LIFE INSURANCE COMPANY

DIRECTOR

direct

1997-04-01

2007-03-28

THE PORTOLA GROUP INC

SHAREHOLDER

direct

1997-06-01

2007-03-28

METROPOLITAN LIFE INSURANCE COMPANY

PRESIDENT, INDIVIDUAL BUSINESS

direct

1998-03-01

2007-03-28

WALL STREET ASSOCIATES

SHAREHOLDER

direct

1991-05-01

2007-03-30

THE VARIABLE ANNUITY LIFE INSURANCE CO

SHAREHOLDER

indirect

1969-01-01

2007-04-02

GARNER ASSET MANAGEMENT COMPANY, LP

PRESIDENT

direct

1994-07-01

2007-04-02

A. G. EDWARDS & SONS, INC.

DIRECTOR OF HOLDING COMPANY

direct

1983-08-01

2007-04-25

A. G. EDWARDS & SONS, INC.

DIRECTOR OF HOLDING COMPANY

direct

1993-06-01

2007-04-25

WIDMANN, SIFF & CO., INC.

SHAREHOLDER

direct

1970-09-01

2007-05-10

GARRISON ASSET MANAGEMENT, LLC

MINORITY OWNER

direct

1994-07-01

2007-06-01

SYSTEMATIC FINANCIAL MANAGEMENT LP

MANAGING DIRECTOR AND HEAD TRADER

direct

1996-07-01

2007-06-01

SYSTEMATIC FINANCIAL MANAGEMENT LP

PRESIDENT AND CHIEF EXECUTIVE OFFICER

direct

1996-07-01

2007-06-01

SYSTEMATIC FINANCIAL MANAGEMENT LP

CHIEF INVESTMENT OFFICER

direct

1996-07-01

2007-06-01

SYSTEMATIC FINANCIAL MANAGEMENT LP

MANAGING DIRECTOR AND PORTFOLIO MANAGER

direct

1997-03-01

2007-06-01

DW HEALTHCARE MANAGEMENT II, LLC.

MEMBER

indirect

1998-04-01

2007-06-07

AMERICAN CENTURY INVESTMENT MANAGEMENT INC

SHAREHOLDER OF CLASS B SHARES

indirect

1995-01-01

2007-06-22

AMERICAN CENTURY GLOBAL INVESTMENT MANAGEMENT, INC.

SHAREHOLDER OF CLASS B SHARES

indirect

1995-01-01

2007-07-03

AMERICAN CENTURY ADVISORY SERVICES, INC.

SHAREHOLDER OF CLASS B SHARES

indirect

1995-01-01

2007-07-03

MAXWELL NOLL INC

SHAREHOLDER

direct

1988-07-01

2007-08-22

PZENA INVESTMENT MANAGEMENT LLC

NON-VOTING MEMBER

direct

1995-12-01

2007-11-06

THCP MANAGEMENT II, L.P.

MEMBER

indirect

1998-10-01

2008-01-04

D.J. ST. GERMAIN CO., INC.

5% OWNER

direct

1982-01-01

2008-01-17

AMERVEST CO INC

MANAGING DIRECTOR

direct

1983-01-01

2008-02-08

POPULAR SECURITIES, INC.

MANAGING DIRECTOR

direct

1995-05-01

2008-02-27

ASSET STRATEGY CONSULTANTS LLC

PRINCIPAL

direct

1993-07-01

2008-03-04

PACIFIC GLOBAL INVESTMENT MANAGEMENT CO

COMMON STOCK SHAREHOLDER

direct

1992-01-01

2008-03-27

METROPOLITAN LIFE INSURANCE COMPANY

DIRECTOR

direct

1994-10-01

2008-04-03

METROPOLITAN LIFE INSURANCE COMPANY

DIRECTOR

direct

1996-09-01

2008-04-03

DELESSERT FINANCIAL SERVICES INC

PRESIDENT, TREASURER AND CLERK

direct

1994-04-01

2008-04-17

COMMONWEALTH ADVISORS INC

PRESIDENT

direct

1991-04-01

2008-06-02

COMMONWEALTH ADVISORS INC

CONTROLLING SHAREHOLDER

direct

1991-04-01

2008-06-02

DUNCAN-WILLIAMS, INC.

100%

indirect

1993-06-01

2008-06-02

ORLEANS CAPITAL MANAGEMENT CORP

PRESIDENT & CHAIRMAN, DIRECT OWNER-COMMON & DIRECTOR

direct

1991-07-01

2008-06-18

ORLEANS CAPITAL MANAGEMENT CORP

VICE PRESIDENT, DIRECT OWNER-COMMON, & DIRECTOR

direct

1991-11-01

2008-06-18

ORLEANS CAPITAL MANAGEMENT CORP

VICE PRESIDENT, DIRECT OWNER-COMMON & PREFERRED, DIRECTOR

direct

1994-02-01

2008-06-18

CLARK FINANCIAL ADVISORS

DIRECTOR

direct

1983-11-01

2008-07-29

PZENA INVESTMENT MANAGEMENT LLC

MINORITY OWNER

direct

1995-12-01

2008-11-10

BRAYMEN, LAMBERT AND NOEL SECURITIES, LTD.

LIMITED PARTNER

indirect

1996-01-01

2009-02-09

DUPREE & COMPANY, INC.

SHAREHOLDER, DIRECTOR

direct

1991-01-01

2009-02-11

LAFAYETTE INVESTMENTS, INC.

SECRETARY/ DIRECTOR

direct

1988-05-01

2009-03-17

CALTON & ASSOCIATES, INC.

SECRETARY

indirect

1989-03-01

2009-03-24

BUSH POLEN & ASSOCIATES INC

PRESIDENT

direct

1985-06-01

2009-03-26

BRIAUD FINANCIAL PLANNING INC

PRESIDENT

direct

1992-01-01

2009-03-27

CANTERBURY CONSULTING INCORPORATED

ASSISTANT VICE PRESIDENT

direct

1995-11-01

2009-05-12

CANTERBURY CONSULTING INCORPORATED

VP/ DIRECTOR OF MANAGER SEARCH

direct

1996-10-01

2009-05-12

COMMERCE BROKERAGE SERVICES, INC.

SECRETARY

direct

1996-02-01

2009-06-09

CONCOURSE CAPITAL CORPORATION

DIRECTOR

direct

1993-07-01

2009-06-10

MAHLER & EMERSON INC.

DIRECTOR/EXECUTIVE VICE PRESIDENT

direct

1996-10-01

2009-06-10

MAHLER & EMERSON INC.

DIRECTOR

direct

1998-02-01

2009-06-10

COMMONWEALTH REALTY ADVISORS INC

SHAREHOLDER

direct

1998-09-01

2009-07-01

COMMONWEALTH REALTY ADVISORS INC

SHAREHOLDER

indirect

1998-09-01

2009-07-01

BANCORPSOUTH INVESTMENT SERVICES, INC.

CORPORATE SECRETARY/REPRESENTATIVE

direct

1998-08-01

2009-08-04

PZENA INVESTMENT MANAGEMENT LLC

MINORITY OWNER AND MEMBER WITH CLASS B UNITS

direct

1995-12-01

2009-09-08

CERTIFIED PLANNERS INC

SHAREHOLDER

direct

1994-04-01

2009-12-10

D.J. ST. GERMAIN CO., INC.

FIVE PERCENT PLUS OWNER

direct

1982-01-01

2010-01-05

R.V. KUHNS & ASSOCIATES, INC.

TREASURER

direct

1986-01-01

2010-03-05

WEALTH MANAGEMENT INTERNATIONAL, LTD.

CORPORATE SECRETARY

direct

1997-09-01

2010-03-11

MISSOURI VALLEY PARTNERS, INC.

SHAREHOLDER OF CLASS A CONV. ADJ. RATE PFD. AND CLASS B NON-CONV. ADJ. RATE PFD.

indirect

1985-10-01

2010-03-25

KARK M Z & ASSOCIATES INC

92.3% SHAREHOLDER

direct

1989-07-01

2010-03-25

KARK M Z & ASSOCIATES INC

99% SHAREHOLDER

indirect

1993-09-01

2010-03-25

KARK M Z & ASSOCIATES INC

1% SHAREHOLDER

indirect

1993-09-01

2010-03-25

INVESTMENT SCIENCES INC

SHAREHOLDER

direct

1969-12-01

2010-03-26

WHITNELL & CO

SHAREHOLDER

direct

1990-05-01

2010-03-31

FFR ADVISORY LLC

MEMBER

direct

1997-01-01

2010-03-31

HORSLEY BRIDGE PARTNERS LLC

MEMBER

direct

1997-03-01

2010-03-31

STANFORD ADVISORY GROUP, LLC

MANAGING MEMBER

direct

1992-10-01

2010-05-11

INVESTMENT PROFESSIONALS, INC.

DIRECT OWNER

direct

1995-05-01

2010-06-18

BAILARD BIEHL & KAISER INC

SHAREHOLDER

indirect

1972-03-01

2010-06-29

CHARTER CAPITAL MANAGEMENT, INC.

CEO, DIRECTOR, CHIEF COMPLIANCE OFFICER FOR REGISTERED INVESTMENT ADVISORY FIRM ONLY

direct

1990-01-01

2010-07-27

ALEX. BROWN REALTY, INC.

SHAREHOLDER

indirect

1992-03-01

2010-08-27

UNITED AMERICAN SECURITIES, INC.

SHAREHOLDER

direct

1988-01-01

2010-09-30

AMERICAN INSTITUTIONAL REALTY ADVISORS

OWNER

direct

1995-05-01

2010-10-22

AMERICAN REALTY ADVISORS

OWNER

indirect

1995-05-01

2010-10-22

AMERICAN REALTY ADVISORS

SOLE TRUSTEE

indirect

1995-05-01

2010-10-22

JHS CAPITAL ADVISORS, INC.

OWNER

indirect

1997-05-01

2011-02-01

SCOTT INVESTMENT ADVISORS LIMITED PARTNERSHIP

GENERAL PARTNER

indirect

1997-08-01

2011-03-23

PARNASSUS INVESTMENTS

OWNER

direct

1998-04-01

2011-03-31

FINANCIAL SYNERGIES ASSET MANAGEMENT INC

PRESIDENT

direct

1997-04-01

2011-04-06

WS CAPITAL MANAGEMENT, L.P.

LIMITED PARTNER

direct

1997-01-01

2011-04-13

CLARK FINANCIAL SERVICES GROUP INC

CHAIRMAN OF THE BOARD

direct

1987-01-01

2011-05-02

LAFAYETTE INVESTMENTS, INC.

SHAREHOLDER / DIRECTOR

direct

1988-05-01

2011-05-06

VAN BERKOM AND ASSOCIATES INC.

HOLDING COMPANY

direct

1991-07-01

2011-06-29

CS CAPITAL MANAGEMENT INC

PRESIDENT

direct

1993-12-01

2011-07-18

CHARTER CAPITAL MANAGEMENT, INC.

CEO, DIRECTOR

direct

1990-01-01

2011-07-29

VAN BERKOM AND ASSOCIATES INC.

SECRETARY

direct

1991-07-01

2011-08-02

UNITED AMERICAN SECURITIES, INC.

SECRETARY

direct

1987-10-01

2011-09-30

LEWIS & MATHEWS INVESTMENT MANAGEMENT, INC.

PRESIDENT

direct

1990-05-01

2012-01-06

CALTIUS CAPITAL MANAGEMENT, LP

LIMITED PARTNER, CALTIUS CAPITAL MANAGEMENT, LP

direct

1997-06-01

2012-02-14

CALLAHAN CAPITAL MANAGEMENT INC

PRESIDENT

direct

1995-08-01

2012-03-12

KMH WEALTH MANAGEMENT, LLC

OWNER

direct

1998-02-01

2012-03-21

LAFAYETTE INVESTMENTS, INC.

SHAREHOLDER

direct

1988-05-01

2012-03-28

HOTCHKIS AND WILEY CAPITAL MANAGEMENT, LLC

SHAREHOLDER COMMON A

indirect

1997-01-01

2012-03-28

FINANCIAL DESIGNS CORPORATION

VICE PRESIDENT, SECRETARY, TRUSTEE OF THE 2002 BILECKI FAMILY TRUST DATED 8-27-02

direct

1981-03-01

2012-06-18

MOLUMPHY CAPITAL MANAGEMENT

PRESIDENT

direct

1988-09-01

2012-06-22

GURUN, INC.

PRESIDENT / CHIEF COMPLIANCE OFFICER

direct

1986-03-01

2012-08-29

CALTON & ASSOCIATES, INC.

PRESIDENT - DIRECTOR-TRUSTEE

direct

1987-09-01

2012-09-21

PALADIN REALTY PARTNERS, LLC

GENERAL PARTNER

indirect

1998-02-01

2013-04-01

HALL CAPITAL PARTNERS LLC

MEMBER CLASS B

direct

1995-07-01

2013-04-26

CANYON CAPITAL REALTY ADVISORS LLC

MEMBER

direct

1998-08-01

2013-05-23

FTA PARTNERS, LLC

TRUSTEE, PATRICIA'S TRUST UNDER THE KOCOUREK FAMILY TRUST DATED DECEMBER 31, 1994 (COMMON UNITS)

indirect

1994-12-01

2013-09-10

FTA PARTNERS, LLC

MANAGER (COMMON UNITS)

indirect

1997-09-01

2013-09-10

WALL STREET ASSOCIATES

SHAREHOLDER

indirect

1991-05-01

2013-09-24

BOULDER INVESTMENT ADVISERS LLC

TRUSTEE

indirect

1994-11-01

2013-10-01

ROXBURY CAPITAL MANAGEMENT LLC

SHAREHOLDER

indirect

1998-07-01

2013-12-18

LATEEF MANAGEMENT ASSOCIATES

LIMITED PARTNER

direct

1974-01-01

2014-03-12

BOULDER INVESTMENT ADVISERS LLC

MEMBER

indirect

1995-04-01

2014-03-27

HMS ADVISER LP

SHAREHOLDER

indirect

1989-12-01

2014-03-31

GENEVA CAPITAL MANAGEMENT LTD

WILLIAM A. PRIEBE AND LINDA J. PRIEBE, TRUSTEES

direct

1998-04-01

2014-04-16

PACIFIC GLOBAL INVESTMENT MANAGEMENT CO

COMMON STOCK SHAREHOLDER

direct

1996-10-01

2014-05-13

INGENIOUS ASSET MANAGEMENT LIMITED

SHAREHOLDER

indirect

1998-06-01

2014-06-27

HART REALTY ADVISERS, INC.

SENIOR MANAGING PARTNER

direct

1987-12-01

2014-09-05

ROXBURY CAPITAL MANAGEMENT LLC

COMMON SHAREHOLDER

direct

1998-07-01

2014-12-01

WHITEGATE INVESTMENT COUNSELORS INC

MAJORITY SHAREHOLDER

direct

1998-07-01

2015-02-20

TRIUMPH ALTERNATIVES LLC

CO-TRUSTEE OF LORRAYNE ROSE ZEMAN TRUST

indirect

1993-01-01

2015-03-26

FOLGER NOLAN FLEMING DOUGLAS INCORPORATED

SHAREHOLDER

direct

1975-06-01

2015-03-31

FOLGER NOLAN FLEMING DOUGLAS INCORPORATED

LIMITED PARTNER

indirect

1984-05-01

2015-03-31

HART REALTY ADVISERS, INC.

CHAIRMAN

direct

1987-12-01

2015-03-31

UNITED AMERICAN SECURITIES, INC.

DIRECTOR

direct

1987-10-01

2015-04-28

CALTON & ASSOCIATES, INC.

SHAREHOLDER

direct

1987-09-01

2016-02-29

CALTON & ASSOCIATES, INC.

PRESIDENT - DIRECTOR-TRUSTEE OF DWAYNE CALTON TRUST

direct

1987-09-01

2016-02-29

CALTON & ASSOCIATES, INC.

SHAREHOLDER / JTWORS WITH GEORGE G HARRINGTON, JR

direct

1987-11-01

2016-02-29

RAHN DAVID R & ASSOCIATES INC

SHAREHOLDER

direct

1993-02-01

2016-03-08

FRIEDMAN FLEISCHER & LOWE, LLC

MEMBER

indirect

1997-03-01

2016-03-30

FRIEDMAN FLEISCHER & LOWE, LLC

MEMBER

direct

1997-04-01

2016-03-30

FINANCIAL DESIGNS CORPORATION

VICE PRESIDENT

direct

1981-03-01

2016-05-24

PCCP, LLC

MEMBER

indirect

1998-05-01

2016-06-16

SOUTHWESTERN INVESTMENT ADVISORY SERVICES, INC.

SHAREHOLDER

indirect

1982-11-01

2016-12-01

SUMMIT GLOBAL MANAGEMENT INC.

LIVING TRUST

direct

1994-11-01

2017-01-18

J.J.B. HILLIARD, W.L. LYONS, LLC

TRUSTEE

indirect

1988-11-01

2017-02-21

PPS & V ASSET MANAGEMENT CONSULTANTS INC

OFFICER

direct

1992-01-01

2017-02-27

AUTUMN GLORY PARTNERS, LLC

TRUSTEE

indirect

1998-01-01

2017-05-17

WALLACE R. WEITZ & COMPANY

DIRECTOR

direct

1983-03-01

2017-07-31

FIRST FINANCIAL EQUITY CORPORATION

DIRECTOR OF TELECOMMUNICATIONS

direct

1996-02-01

2017-08-01

Fund Name

Position

direct/indirect

start date

end date

BOBERSKI & CO

PRESIDENT

direct

1966-01-01

HOLDEN TOLBERT & CO INC

PRESIDENT

direct

1967-05-01

HOLDEN TOLBERT & CO INC

SECRETARY, TREASURER

direct

1967-05-01

LEGACY PARTNERS INVESTMENT MANAGEMENT SERVICES,LLC

MEMBER

indirect

1968-06-01

TRIAD INVESTMENT ADVISORS CORP

PRESIDENT

direct

1972-10-01

JOHNSTON, LEMON & CO. INC.

CHAIRMAN

direct

1973-10-01

MYERSON VAN DEN BERG & CO

TRUST OWNS ALL THE STOCK

direct

1975-01-01

STANLEY D J & CO INC

PRESIDENT & CEO, CFO, COO, CLO,CCO

direct

1976-05-01

GREAT SOUTHERN CAPITAL MANAGEMENT, INC.

TREASURER

direct

1977-06-01

SULLIVAN, MORRISSEY & MICKLE SECURITIES CORP.

TREASURER, FINOP

direct

1978-08-01

MOORS & CABOT INVESTOR SERVICES INC

PARENT

indirect

1978-08-01

SULLIVAN,MORRISSEY & MICKLE CAPITAL MANAGEMENT CORP.

CHAIRMAN, DIRECTOR, CHIEF COMPLIANCE OFFICER

direct

1978-08-01

SULLIVAN, MORRISSEY & MICKLE SECURITIES CORP.

VICE CHAIRMAN, DIRECTOR

direct

1978-11-01

BURNEY CO

CHAIRMAN

direct

1981-04-01

FARALDI & PORRO INC

PRESIDENT

direct

1981-06-01

CORNERSTONE ADVISORS, LLC

OWNER

indirect

1982-08-01

CAROL GRANT DESMOND

OWNER

direct

1982-12-01

AMERVEST COMPANY, INC.

CCO / MANAGING DIRECTOR

direct

1983-01-01

SIRIUS PARTNERS, L.P.

SHAREHOLDER

indirect

1983-01-01

FINANCIAL ADVISORY SERVICE INC

SHAREHOLDER

direct

1983-02-01

MCELWAIN ROBERT JOHN

PRESIDENT

direct

1983-10-01

FOLGER NOLAN FLEMING DOUGLAS INCORPORATED

TRUSTEE

indirect

1984-05-01

LM ADVISORS INC

PRESIDENT

direct

1984-07-01

THE JENTNER CORPORATION

OWNER

direct

1984-10-01

SANDER CAPITAL ADVISORS

DIRECTOR, VICE PRESIDENT AND SECRETARY

direct

1985-01-01

EIDELMAN FINGER HARRIS & CO

PRESIDENT

direct

1985-06-01

PERFORMANCE ENHANCEMENT TECHNOLOGIES LTD

PRESIDENT/CIO

direct

1985-12-01

FINANCIAL MANAGEMENT ADVISORS INC

SHAREHOLDER

indirect

1985-12-01

CAPITAL BUILDERS ADVISORY SERVICES INC

SHAREHOLDER

direct

1986-01-01

UNIVERSAL FINANCIAL SERVICES INC.

DIRECTOR

direct

1986-02-01

UNIVERSAL FINANCIAL SERVICES INC.

CEO

indirect

1986-02-01

HOLBEIN ASSOCIATES, INC.

SECRETARY

direct

1986-03-01

HERRMANN & COOKE, INC.

DIRECT OWNER

direct

1986-03-01

GREIG ASSOCIATES INC

SENIOR VICE PRESIDENT

direct

1986-04-01

GREIG ASSOCIATES INC

SECRETARY

direct

1986-04-01

ALEXANDER & MUCKERMANN

PARTNER

direct

1986-04-01

BAY ISLE FINANCIAL CORP

PRESIDENT

direct

1986-06-01

BAY ISLE FINANCIAL CORP

CHIEF INVESTMENT OFFICER

direct

1986-06-01

INTEGRATED FINANCIAL PLANNING SERVICES

PRESIDENT

direct

1986-06-01

FINANCIAL ADVISORY SERVICE INC

MAX W. GREER, JR., TRUSTEE

direct

1986-08-01

MCCORMICK CAPITAL MANAGEMENT

PRESIDENT

direct

1986-09-01

FIDELITY FINANCIAL GROUP, INC.

DIRECTOR

direct

1987-02-01

SAGE, RUTTY & CO., INC.

SHAREHOLDER

direct

1987-02-01

CHURCHILL MANAGEMENT CORP

SHAREHOLDER

direct

1987-07-01

THE PORTOLA GROUP INC

SHAREHOLDER

direct

1987-08-01

SOCHET & COMPANY, INC.

PRESIDENT, CHIEF COMPLIANCE OFFICER

direct

1987-08-01

THE PORTOLA GROUP INC

SHAREHOLDER

indirect

1987-08-01

CALTON & ASSOCIATES, INC.

PRESIDENT - DIRECTOR

direct

1987-09-01

UNITED AMERICAN SECURITIES, INC.

SHAREHOLDER

direct

1987-10-01

UNITED AMERICAN SECURITIES, INC.

SHAREHOLDER

direct

1987-11-01

GREAT SOUTHERN CAPITAL MANAGEMENT, INC.

VICE PRESIDENT

direct

1987-12-01

MACSHANE CAPITAL MANAGEMENT CO INC

PRESIDENT

direct

1988-01-01

AUTUMN GLORY PARTNERS, LLC

TRUSTEE

indirect

1988-01-01

GREAT SOUTHERN CAPITAL MANAGEMENT, INC.

PRESIDENT

direct

1988-03-01

ADVISORS PENSION SERVICES AGENCY INC

PRESIDENT

direct

1988-04-01

KLAFF REALTY, LP

OWNER

indirect

1988-06-01

HUTCHINSON/IFRAH FINANCIAL SERVICES, INC.

CHAIRMAN & PRESIDENT

direct

1988-08-01

TRIGRAN INVESTMENTS, INC.

TRUSTEE

indirect

1988-11-01

J.J.B. HILLIARD, W.L. LYONS, LLC

NAMED FIDUCIARY

indirect

1988-11-01

MCCORMICK CAPITAL MANAGEMENT

SECRETARY, TREASURER

direct

1988-12-01

EAST PACIFIC INVESTMENT CO INC

PRESIDENT

direct

1989-01-01

LARIMER CAPITAL CORP

SECRETARY

direct

1989-01-01

KIT COLE INVESTMENT ADVISORY SERVICES

SHAREHOLDER

direct

1989-03-01

LOVELL INCORPORATED

CORPORATE SECRETARY

direct

1989-03-01

NEWPORT INVESTMENT ADVISORS INC

CEO

direct

1989-04-01

TIFFANY CAPITAL ADVISORS INC

PRESIDENT

direct

1989-05-01

BUSINESS SERVICES, INC.

OWNER

direct

1989-05-01

HELLMAN & FRIEDMAN CAPITAL MANAGEMENT

SHAREHOLDER

indirect

1989-06-01

CAMBRIDGE EQUITY ADVISORS INC

CHIEF EXECUTIVE OFFICER

direct

1989-06-01

HANSSET GLOBAL ADVISORS CO., LTD.

SHAREHOLDER

direct

1989-08-01

VALU TRAC INVESTMENT MANAGEMENT LTD

PARENT COMPANY

direct

1989-10-01

ATLANTIC CAPITAL MANAGEMENT LTD

PRESIDENT

direct

1989-12-01

JOHNSTON, LEMON & CO. INC.

CHAIRMAN

indirect

1989-12-01

SPECTRUM ASSET MANAGEMENT INC

SHAREHOLDER

direct

1990-01-01

SAVINGS GROWERS, INC.

PRESIDENT

direct

1990-08-01

BERKELEY CAPITAL ADVISERS, LLC

TRUSTEE

indirect

1991-01-01

NOBLE PARTNERS, L.P.

SHAREHOLDER

indirect

1991-03-01

W R MAHOOD ASSET MANAGEMENT, INC.

PRESIDENT

direct

1991-04-01

TYREE, DAVID W.

PRESIDENT

direct

1991-04-01

BONNIE WUSZ & ASSOCIATES, INC.

OWNER

direct

1991-06-01

VAN BERKOM AND ASSOCIATES INC.

PRESIDENT AND CHIEF EXECUTIVE OFFICER

indirect

1991-07-01

RIGGS SECURITIES INC.

SHAREHOLDER

indirect

1991-09-01

GREENLEAF ASSET MANAGEMENT INC

PRESIDENT

direct

1991-10-01

HOLT VALUE ASSOCIATES LP

PRESIDENT

indirect

1991-11-01

HOLT VALUE ASSOCIATES LP

PRESIDENT

indirect

1991-11-01

SOMERS ASSET MANAGEMENT INCORPORATED

PRESIDENT

direct

1991-11-01

CAVALRY BANKING

TRUST OFFICER/ SVP

direct

1992-01-01

RYDER STILWELL INVESTMENT ADVISORS INC

MAJORITY OWNER

indirect

1992-04-01

DAWSON RUSSELL INC.

PRESIDENT

direct

1992-05-01

CAVALRY BANKING

TRUST OFFICER

direct

1992-05-01

THE BAKER GROUP, LP

CHAIRMAN AND PRESIDENT

direct

1992-05-01

THE BAKER GROUP, LP

VICE PRES/MANAGING DIRECTOR

direct

1992-05-01

NORTHWEST FINANCIAL PLANNING CORP

SHAREHOLDER

direct

1992-07-01

ROOSEVELT INVESTMENT GROUP INC

CHAIRMAN

direct

1992-07-01

ROOSEVELT INVESTMENT GROUP INC

SEC-TREASURER MANAGING DIR

direct

1992-07-01

ROOSEVELT INVESTMENT GROUP INC

VP INVESTMENTS

direct

1992-07-01

ROOSEVELT INVESTMENT GROUP INC

CEO

direct

1992-07-01

ROOSEVELT INVESTMENT GROUP INC

PRESIDENT

direct

1992-07-01

RONALD OLSON, INC.

STOCK HOLDER

direct

1992-07-01

STANFORD ADVISORY GROUP, LLC

CEO/CIO

direct

1992-10-01

HOOPER R B & CO INC

PRESIDENT

direct

1992-11-01

HOOPER R B & CO INC

VICE PRESIDENT

direct

1992-11-01

HONISS ROBIN

OWNER

direct

1993-01-01

KINGSTON INVESTMENT COUNSEL INC

VICE PRESIDENT & SECRETARY

direct

1993-01-01

PEKIN SINGER STRAUSS ASSET MANAGEMENT INC.

SHAREHOLDER

direct

1993-01-01

MANAGED ACCOUNT SERVICES INC

SHAREHOLDER

direct

1993-01-01

HAROLD W. DANCE INC.

S-CORP SHAREHOLDER, 16%

direct

1993-04-01

SAUNDERS RETIREMENT ADVISORS, INC.

PRESIDENT/CHIEF COMPLIANCE OFFICER

direct

1993-04-01

PREMIERETRADE SECURITIES, INC.

TRUSTEE OF DICKS FAMILY TRUST

direct

1993-05-01

SENA WELLER ROHS WILLIAMS INC.

SENIOR VP

direct

1993-06-01

SENA WELLER ROHS WILLIAMS INC.

EXECUTIVE VP

direct

1993-06-01

CONTEXT CAPITAL MANAGEMENT LLC

TRUSTEE

indirect

1993-06-01

CONTEXT CAPITAL MANAGEMENT LLC

TRUSTEE

indirect

1993-06-01

CONTEXT CAPITAL MANAGEMENT LLC

TRUSTEE

indirect

1993-06-01

MAHLER & EMERSON INC.

SHAREHOLDER

direct

1993-07-01

ARGOS INVESTMENT ADVISORS, LLC

MEMBER

indirect

1993-07-01

ARNERICH MASSENA, INC.

SHAREHOLDER

direct

1993-07-01

BACK BAY ADVISORS

GENERAL PARTNER

direct

1993-09-01

VAN DEVENTER & HOCH

VDH SHAREHOLDER

direct

1993-10-01

LEE KRASNER GROUP LTD

PRESIDENT/TREASURER

direct

1993-10-01

TAYLOR STEPHENS INC

GENERAL PARTNER

indirect

1993-12-01

SOUND FINANCIAL STRATEGIES GROUP, INC.

FOUNDING PARTNER/CFO/CCO

direct

1993-12-01

OSTERWEIS CAPITAL MANAGEMENT INC

SHAREHOLDER

direct

1994-01-01

SAGE, RUTTY & CO., INC.

SHAREHOLDER

direct

1994-01-01

MARSDEN JOHN RICHARD JR

OWNER

direct

1994-01-01

CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD

PARTNERSHIP

direct

1994-02-01

BAI BONDSBERATUNG GES.M.B.H.

SHAREHOLDER

direct

1994-03-01

BAI BONDSBERATUNG GES.M.B.H.

SHAREHOLDER

indirect

1994-03-01

CATHOLIC FINANCIAL SERVICES CORP

VICE PRESIDENT, DIRECTOR

direct

1994-06-01

GRAHAM CAPITAL MANAGEMENT, L.P.

LIMITED PARTNER

indirect

1994-06-01

HELLMAN & FRIEDMAN ASSOCIATES III LP

SHAREHOLDER

indirect

1994-07-01

H&F INVESTORS III

SHAREHOLDER

indirect

1994-07-01

SOUTH OCEAN MANAGEMENT LIMITED

SHAREHOLDER

direct

1994-09-01

THE HOLLISTER ASSET MANAGEMENT CO, G.P.

GENERAL PARTNER

direct

1994-09-01

GLOBALVEST MANAGEMENT CO LP

ESTABLISHED

direct

1994-10-01

KAPLAN & CO. SECURITIES INC.

CEO

direct

1994-10-01

JULIUS BAER SECURITIES INC.

FIRST VICE PRESIDENT

direct

1994-12-01

H&F ADMINISTRATION III LLC

SHAREHOLDER

indirect

1994-12-01

H & F ADMINISTRATION IV LLC

SHAREHOLDER

indirect

1994-12-01

PINNACLE ASSET MANAGEMENT, L.P.

MEMBER

indirect

1994-12-01

OTTAWA AVENUE PRIVATE CAPITAL, LLC

SHAREHOLDER

indirect

1994-12-01

SANDPOINTE, LLC

MEMBER

indirect

1994-12-01

BRENTON INVESTMENTS, INC.

SHAREHOLDER

indirect

1995-01-01

POPULAR SECURITIES, INC.

DIRECTOR

direct

1995-05-01

NOVARE CAPITAL MANAGEMENT

MEMBER

indirect

1995-05-01

SOUND CAPITAL MANAGEMENT INC

MANAGING DIRECTOR

direct

1995-06-01

STAMPS, WOODSUM & CO. IV

LIMITED PARTNER

direct

1995-06-01

PROGRESSIVE INVESTMENT MANAGEMENT CORPORATION

SHAREHOLDER

direct

1995-06-01

CORRELL CO. INVESTMENT SERVICES CORP.

SECRETARY

direct

1995-07-01

PCJ INVESTMENT COUNSEL LTD.

PARTNERSHIP

direct

1995-07-01

POPULAR SECURITIES, INC.

DIRECTOR

direct

1995-08-01

NBC SECURITIES, INC.

VICE PRESIDENT

direct

1995-08-01

INVESTEC PMG CAPITAL

MANAGING DIRECTOR/TREASURER/CHIEF COMPLIANCE OFFICER

direct

1995-10-01

JAYHAWK PRIVATE EQUITY GP, L.P.

MANAGING MEMBER

indirect

1995-10-01

JGE CAPITAL MANAGEMENT, LLC

TRUST

indirect

1995-10-01

PENSION PORTFOLIO ADVISORS INC.

N/A

direct

1995-11-01

CORRELL CO. INVESTMENT SERVICES CORP.

SHAREHOLDER

direct

1995-11-01

MOSBY LINCOLN LC

MEMBER MANAGER

direct

1995-12-01

HHH INVESTMENT INC

PRESIDENT

direct

1995-12-01

SIFE

DIRECTOR/OWNER

direct

1995-12-01

KAUFMAN BROS., L.P.

direct

1995-12-01

OVERLOOK INVESTMENTS L.P.

GENERAL PARTNER

direct

1995-12-01

P. R. HERZIG & CO. INC.

BOARD OF DIRECTORS

direct

1995-12-01

P. R. HERZIG & CO. INC.

SHAREHOLDER

direct

1995-12-01

P. R. HERZIG & CO. INC.

TRUSTEE OF 2 TRUSTS

indirect

1995-12-01

RANSON CAPITAL CORPORATION

VP SEC.

direct

1996-01-01

OLYMPUS ADVISORS, LLC

MEMBER

direct

1996-01-01

FINANCIAL ADVISORY SERVICE INC

SHAREHOLDER

direct

1996-02-01

ACCESS FINANCIAL GROUP, INC.

OWNER

direct

1996-02-01

MIDWEST CAPITAL MANAGEMENT, INC.

PRESIDENT

direct

1996-03-01

CHAPLIN-MULLAUGH, INCORPORATED

CORPORATE SECRETARY

direct

1996-03-01

JGE CAPITAL MANAGEMENT, LLC

MEMBER

direct

1996-04-01

FINANCIAL ADVISORY SERVICE INC

JAMES G. DUSSOLD, TRUSTEE

direct

1996-05-01

WEXFORD CLEARING SERVICES CORPORATION

SENIOR VICE PRESIDENT- CROP

direct

1996-07-01

AMERICAN SUPERIOR CO

TRUST

direct

1996-07-01

PCJ INVESTMENT COUNSEL LTD.

PARTNERSHIP

direct

1996-07-01

DRV GROUP INC

PRESIDENT

direct

1996-08-01

THE BAKER GROUP, LP

VICE PRES/MANAGING DIRECTOR

direct

1996-08-01

PINKERTON RETIREMENT SPECIALISTS, LLC

OWNER

indirect

1996-09-01

PINKERTON RETIREMENT SPECIALISTS, LLC

OWNER

indirect

1996-09-01

CHARLES FISH INVESTMENTS, INC.

SHAREHOLDER

direct

1996-10-01

ORION FINANCIAL SERVICES, LLC

SHAREHOLDER

indirect

1996-11-01

MACEY-HOLLAND & CO., LLC

MANAGING MEMBER

direct

1996-12-01

BATCHELDER & PARTNERS, INC.

OWNER

direct

1997-01-01

NEUMEIER INVESTMENT COUNSEL LLC

MEMBER

direct

1997-01-01

ROSEMOUNT CAPITAL LIMITED

TRUSTEE

indirect

1997-01-01

FREMONT REALTY CAPITAL, L.P.

SHAREHOLDER

indirect

1997-02-01

JUNDT ASSOCIATES INC

TRUSTEE

direct

1997-03-01

OSTERWEIS CAPITAL MANAGEMENT LLC

MEMBER

direct

1997-03-01

JOHN MOORE & ASSOCIATES INC

SHAREHOLDER

direct

1997-03-01

FFR ADVISORY LLC

TRUSTEE

indirect

1997-03-01

S.A.I. CAPITAL MANAGEMENT, LLC

TRUSTEE

indirect

1997-03-01

SENTINEL ADVISORS LLC

MEMBER

direct

1997-04-01

PRINCIPAL

direct

1997-04-01

WAYZATA CAPITAL MANAGEMENT, INC.

SHAREHOLDER

direct

1997-05-01

STEVEN A. NOROIAN & ASSOCIATES, INC.

OWNER

direct

1997-05-01

WELTON INVESTMENT CORPORATION

SOLE SHAREHOLDER

direct

1997-05-01

WELTON INVESTMENT CORPORATION

SOLE SHAREHOLDER

indirect

1997-05-01

WELTON FUND ADVISORS LLC

SOLE SHAREHOLDER

indirect

1997-05-01

WELTON INVESTMENT PARTNERS LLC

SOLE SHAREHOLDER

indirect

1997-05-01

TRENDSTAT CAPITAL MANAGEMENT INC.

NO TITLE

direct

1997-06-01

POPULAR SECURITIES, INC.

DIRECTOR

direct

1997-07-01

KLOSTERMAN CAPITAL CORP

TRUST

direct

1997-07-01

MORGAN JESS S & CO INC

TRUST

direct

1997-07-01

THE CLIFTON GROUP INVESTMENT MANAGEMENT COMPANY

SHAREHOLDER

direct

1997-07-01

JONES COMMODITIES, INC.

SHAREHOLDER

direct

1997-08-01

FIRST WESTERN ADVISORS

PRESIDENT / DIRECTOR

direct

1997-10-01

STEPHEN JONES CAPITAL MANAGEMENT, INC.

90% SHAREHOLDER

direct

1997-11-01

JONES VILLALTA ASSET MANAGEMENT, LLC

90% SHAREHOLDER OF STEPHEN JONES CAPITAL MANAGEMENT, INC.

indirect

1997-11-01

IHP CAPITAL PARTNERS

SHAREHOLDER

direct

1997-12-01

TIFFANY CAPITAL ADVISORS INC

BOARD MEMBER

direct

1998-01-01

SAGE, RUTTY & CO., INC.

DIRECTOR

direct

1998-01-01

KURIYAMA & CO LLC

MEMBER

direct

1998-01-01

SUMMIT PARTNERS V, L.P.

LIMITED PARTNER

direct

1998-01-01

CWS CAPITAL PARTNERS LLC

SHAREHOLDER

direct

1998-01-01

THE BAUPOST GROUP, L.L.C.

MEMBER

direct

1998-01-01

IWAMOTO, KONG & CO., INC.

SHAREHOLDER

direct

1998-01-01

CWS CAPITAL PARTNERS LLC

SHAREHOLDER / MANAGING MEMBER

direct

1998-01-01

FINANCIAL ADVISORY SERVICE INC

DANIELLE G. MEIER AND JOHN A. MEIER, TRUSTEES

direct

1998-01-01

BJURMAN, BARRY & ASSOCIATES

SHAREHOLDER A CLASS

direct

1998-03-01

DE PRINCE, RACE & ZOLLO, INC.

SHAREHOLDER

direct

1998-03-01

BOULDER INVESTMENT ADVISERS LLC

MEMBER

indirect

1998-05-01

BNY ASSOCIATES INCORPORATED

DIRECTOR

direct

1998-05-01

FULLER & THALER ASSET MANAGEMENT INC

SHAREHOLDER

direct

1998-05-01

VALUE PARTNERS LTD

SHAREHOLDER

direct

1998-06-01

VALU-TRAC INVESTMENT RESEARCH LIMITED

OWNER

direct

1998-06-01

PRIVATE PORTFOLIO OF SAN DIEGO, INC.

VICE PRESIDENT

direct

1998-06-01

GREIG ASSOCIATES INC

VICE PRESIDENT

direct

1998-07-01

RWT INVESTMENT ADVISERS, INC.

100% SHAREHOLDER

direct

1998-07-01

KELLNER, DILEO & CO., L.P.

LIMITED PARTNER

direct

1998-07-01

WHITEGATE INVESTMENT COUNSELORS INC

SHAREHOLDER

direct

1998-07-01

TAYLOR, COTTRILL, ERICKSON AND ASSOCIATES, INC.

SHAREHOLDER

indirect

1998-07-01

OWNERSHIP ADVISORS, INC.

PRESIDENT

direct

1998-09-01

THE HOLLISTER ASSET MANAGEMENT CO, G.P.

GENERAL PARTNER

direct

1998-09-01

THE BAKER GROUP, LP

VICE PRES/MANAGING DIRECTOR

direct

1998-09-01

HAMMER ASSET MANAGEMENT LLC

TRUSTEE

indirect

1998-10-01

HAMMER ASSET MANAGEMENT LLC

TRUSTEE

direct

1998-10-01

CITY SECURITIES CORPORATION

DIRECTOR

direct

1998-11-01

ARNHOLD AND S. BLEICHROEDER, INC.

SENIOR VICE PRESIDENT & DIRECTOR

direct

1988-08-01

2000-11-09

ARNHOLD AND S. BLEICHROEDER, INC.

SENIOR VICE PRESIDENT & DIRECTOR

direct

1995-03-01

2000-11-09

FSC SECURITIES CORPORATION

DIRECTOR/CHAIRMAN

direct

1997-10-01

2000-12-15

J. BUSH & CO., INCORPORATED

DIRECTOR

direct

1970-09-01

2001-01-29

J. BUSH & CO., INCORPORATED

EXECUTIVE VICE PRESIDENT

direct

1998-03-01

2001-01-29

MACK INVESTMENT SECURITIES, INC.

TRUSTEE IS PRESIDENT

direct

1986-01-01

2001-01-30

FORUM SECURITIES, INC.

SHAREHOLDER

indirect

1990-07-01

2001-01-30

FORUM SECURITIES, INC.

VICE PRESIDENT/CFO

direct

1991-03-01

2001-01-30

RASKOB KAMBOURIAN FINANCIAL ADVISORS LTD

TREAURER

direct

1992-02-01

2001-01-30

CHASE INVESTMENT SERVICES CORP.

DIRECTOR

direct

1998-09-01

2001-01-30

AMERICAN FIDELITY ASSURANCE CO

SHAREHOLDER

indirect

1980-05-01

2001-01-31

AMERICAN FIDELITY ASSURANCE CO

DIRECTOR

direct

1984-04-01

2001-01-31

AMERICAN FIDELITY ASSURANCE CO

SENIOR VICE PRESIDENT

direct

1987-01-01

2001-01-31

AMERICAN FIDELITY ASSURANCE CO

SENIOR VICE PRESIDENT

direct

1987-02-01

2001-01-31

MOODY ALDRICH & SULLIVAN LLC

NON MEMBER

indirect

1988-06-01

2001-01-31

MOODY ALDRICH & SULLIVAN LLC

NON MEMBER

indirect

1988-06-01

2001-01-31

AMERICAN FIDELITY ASSURANCE CO

SENIOR VICE PRESIDENT

direct

1990-01-01

2001-01-31

AMERICAN FIDELITY ASSURANCE CO

DIRECTOR

direct

1992-01-01

2001-01-31

AMERICAN FIDELITY ASSURANCE CO

PRESIDENT/DIRECTOR

direct

1992-02-01

2001-01-31

MOODY ALDRICH & SULLIVAN LLC

NON MEMBER

indirect

1992-12-01

2001-01-31

AMERICAN FIDELITY ASSURANCE CO

SENIOR VICE PRESIDENT

direct

1994-01-01

2001-01-31

COUNTRY CAPITAL MANAGEMENT COMPANY

SENIOR VP MARKETING

direct

1996-10-01

2001-01-31

AMERICAN FIDELITY ASSURANCE CO

DIRECTOR

direct

1997-11-01

2001-01-31

AMERICAN FIDELITY ASSURANCE CO

SENIOR CHAIRMAN OF BOARD

direct

1998-01-01

2001-01-31

AMERICAN FIDELITY ASSURANCE CO

CH.BD./DIR/CEO

direct

1998-01-01

2001-01-31

JULIUS BAER SECURITIES INC.

CHAIRMAN

direct

1998-04-01

2001-01-31

AMERICAN FIDELITY ASSURANCE CO

DIRECTOR

direct

1998-07-01

2001-01-31

AMERICAN FIDELITY ASSURANCE CO

SENIOR VICE PRESIDENT

direct

1998-08-01

2001-01-31

CENTURION CAPITAL MANAGEMENT CORP

BENEFICIAL OWNER OF CCGI, COMMON

indirect

1997-12-01

2001-02-01

ESSEX LLC

SECRETARY

direct

1933-01-01

2001-02-23

COMMONWEALTH ADVISORS INC

SECRETARY

direct

1991-04-01

2001-02-28

HARTFORD INVESTMENT FINANCIAL SERVICES COMPANY

SENIOR VICE PRESIDENT & DIRECTOR- INVESTMENTS & DIRECTOR

direct

1996-12-01

2001-02-28

COMMONWEALTH ADVISORS INC

VICE PRESIDENT

direct

1997-02-01

2001-02-28

LINDNER ASSET MANAGEMENT INC

SHAREHOLDER

direct

1997-03-01

2001-02-28

MBIA CAPITAL MANAGEMENT CORP.

SENIOR MANAGING DIRECTOR

direct

1998-02-01

2001-02-28

ORLEANS CAPITAL MANAGEMENT CORP

PRESIDENT, DIRECT OWNER-COMMON & DIRECTOR

direct

1991-07-01

2001-03-01

MONTICELLO ASSOCIATES INC

PRESIDENT

direct

1992-07-01

2001-03-01

MONTICELLO ASSOCIATES INC

TREASURER

direct

1992-07-01

2001-03-01

WCM INVESTMENT MANAGEMENT

direct

1995-06-01

2001-03-01

THE ROBINSON-HUMPHREY COMPANY, LLC

SENIOR MANAGING DIRECTOR AND DIRECTOR

direct

1998-05-01

2001-03-13

PRINCOR FINANCIAL SERVICES CORPORATION

SENIOR VICE PRESIDENT

direct

1998-01-01

2001-03-15

PMG CAPITAL CORP.

MANAGING DIRECTOR

direct

1998-10-01

2001-03-15

DIVERSIFIED INVESTMENT ADVISORS INC

DIRECTOR, TREASURER & CHIEF FINANCIAL OFFICER

direct

1992-10-01

2001-03-16

BERGER & ASSOCIATES LLC

MANAGER & 50% OWNER

direct

1997-04-01

2001-03-16

ARMA FINANCIAL SERVICES, INC.

CHAIRMAN

direct

1986-04-01

2001-03-20

ARMA FINANCIAL SERVICES, INC.

SECRETARY

direct

1986-04-01

2001-03-20

ARMA FINANCIAL SERVICES, INC.

DIRECTOR

direct

1986-04-01

2001-03-20

ARMA FINANCIAL SERVICES, INC.

DIRECTOR

direct

1991-06-01

2001-03-20

ARMA FINANCIAL SERVICES, INC.

DIRECTOR

direct

1994-10-01

2001-03-20

ARMA FINANCIAL SERVICES, INC.

DIRECTOR

direct

1996-07-01

2001-03-20

TREECE INVESTMENT ADVISORY CORP

PRESIDENT, DIRECTOR, SECT, TREASURER

direct

1979-08-01

2001-03-23

COMMERCE CAPITAL MARKETS, INC.

EXECUTIVE VICE PRESIDENT

direct

1977-03-01

2001-03-26

COMMERCE CAPITAL MARKETS, INC.

MANAGING DIRECTOR

direct

1977-09-01

2001-03-26

ASSET MANAGEMENT ADVISORS, LLC

EXECUTIVE MANAGER

direct

1996-06-01

2001-03-26

AMERVEST CO INC

MANAGING DIRECTOR

direct

1993-01-01

2001-03-27

PMG CAPITAL CORP.

PRESIDENT

direct

1986-12-01

2001-03-29

PMG CAPITAL CORP.

VICE PRESIDENT ADMIN.

direct

1995-04-01

2001-03-29

PMG CAPITAL CORP.

MANAGING DIRECTOR

direct

1995-10-01

2001-03-29

VESTRUST SECURITIES L.P.

SHAREHOLDER

direct

1997-01-01

2001-03-29

FIRST WESTERN ADVISORS

VICE PRESIDENT/SECRETARY

direct

1997-10-01

2001-03-29

FIRST WESTERN ADVISORS

DIRECTOR

direct

1997-10-01

2001-03-29

KAHN BROTHERS & CO. INC.

STOCKHOLDER, DIRECTOR

direct

1978-07-01

2001-03-30

PROEQUITIES INC

DIRECTOR

direct

1997-01-01

2001-03-30

PROVIDENT NATIONAL ASSURANCE COMPANY

DIRECTOR

direct

1995-10-01

2001-04-02

PROVIDENT NATIONAL ASSURANCE COMPANY

DIRECTOR, EXECUTIVE VICE PRESIDENT - FINANCE

direct

1997-11-01

2001-04-02

PROVIDENT NATIONAL ASSURANCE COMPANY

VICE PRESIDENT AND SECRETARY

direct

1997-11-01

2001-04-02

RICHARD O. JONES

PRESIDENT/CEO

indirect

1993-07-01

2001-04-06

RICHARD O. JONES

SHAREHOLDER

direct

1993-12-01

2001-04-06

CENTURION TRUST COMPANY

SHAREHOLDER

indirect

1997-12-01

2001-04-12

TOWER SQUARE SECURITIES, INC.

VICE PRESIDENT

direct

1998-09-01

2001-04-19

ORION FINANCIAL SERVICES, LLC

MEMB ER OF LLC

direct

1997-08-01

2001-04-20

THE ADVISORS GROUP, INC.

CHAIRMAN OF BOARD OF DIRECTORS

direct

1988-08-01

2001-04-26

CONCOURSE CAPITAL CORPORATION

DIRECTOR

direct

1991-08-01

2001-04-27

TIMING STRATEGIES CORP

PRESIDENT

direct

1982-05-01

2001-04-30

CMS INVESTMENT RESOURCES, INC.

VICE PRESIDENT, GENERAL COUNSEL

direct

1986-06-01

2001-04-30

VALU TRAC INVESTMENT MANAGEMENT LTD

CHIEF EXECUTIVE

direct

1989-10-01

2001-04-30

VALU TRAC INVESTMENT MANAGEMENT LTD

NON-EXECUTIVE DIRECTOR

direct

1994-10-01

2001-04-30

CANTERBURY CAPITAL SERVICES, INC.

SECRETARY

direct

1995-11-01

2001-04-30

MILLAR ROBERT PETER WHARTON

COMPLIANCE OFFICER

direct

1995-12-01

2001-04-30

VALU TRAC INVESTMENT MANAGEMENT LTD

COMPLIANCE OFFICER

direct

1995-12-01

2001-04-30

SUNTRUST EQUITABLE SECURITIES CORPORATION

CROP

direct

1990-07-01

2001-05-03

TITAN INVESTMENT ADVISORS LLC

PARTNER

direct

1996-05-01

2001-05-15

SOVEREIGN HOLDINGS LLC

PRESIDENT

direct

1997-01-01

2001-05-16

SOVEREIGN HOLDINGS LLC

ADMINISTRATIVE PARTNER

direct

1997-01-01

2001-05-16

ROBOTTI & COMPANY, INCORPORATED

DIRECTOR & STOCKHOLDER

direct

1983-08-01

2001-05-24

ROBOTTI & COMPANY, INCORPORATED

STOCKHOLDER

direct

1987-09-01

2001-05-24

ROBOTTI & COMPANY, INCORPORATED

SROP, ROP

direct

1994-05-01

2001-05-24

ROGGE GLOBAL PARTNERS PLC

100% SHAREHOLDER OF UNITED ASSET MANAGEMENT UK HOLDINGS LIMITED

direct

1996-09-01

2001-05-24

ROBOTTI & COMPANY, INCORPORATED

SROP, ROP

direct

1997-09-01

2001-05-24

CANYON CAPITAL REALTY ADVISORS LLC

MEMBER

direct

1998-05-01

2001-06-12

THE ROBINSON-HUMPHREY COMPANY, LLC

EXECUTIVE VICE PRESIDENT AND DIRECTOR

direct

1997-05-01

2001-06-20

SPELMAN & CO., INC.

DIRECTOR

direct

1998-04-01

2001-06-20

THE MILLER FINANCIAL GROUP, INC.

SHAREHOLDER

indirect

1992-04-01

2001-06-25

A. G. EDWARDS & SONS, INC.

DIRECTOR OF HOLDING COMPANY

direct

1997-06-01

2001-06-26

COORDINATED ASSET PLANNING CO INC

CHEIF OPERATIONS OFFICER

direct

1989-05-01

2001-07-30

METROPOLITAN LIFE INSURANCE COMPANY

DIRECTOR

direct

1995-06-01

2001-07-30

KEENE & ASSOCIATES, INC.

PRESIDENT

direct

1994-09-01

2001-08-09

WILLIAMS C R INC

MANAGING DIRECTOR

direct

1994-06-01

2001-08-15

WILLIAMS C R INC

PRESIDENT

direct

1994-08-01

2001-08-15

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

EXECUTIVE VICE PRESIDENT, DIRECTOR OF UPG

direct

1987-08-01

2001-08-21

ST. BERNARD FINANCIAL SERVICES, INC.

SHAREHOLDER

direct

1994-03-01

2001-08-28

MEMORIAL INVESTMENT ADVISORS INC

VP AND CIO

direct

1998-09-01

2001-09-25

SYMMETRIC INVESTMENTS, INC.

5% + SHAREHOLDER

direct

1992-12-01

2001-09-26

ALLIANCE ADVISORY & SECURITIES, INC.

PRESIDENT

indirect

1987-07-01

2001-09-27

PMG CAPITAL CORP.

PRESIDENT AND CHIEF EXECUTIVE OFFICER

direct

1986-12-01

2001-10-01

PMG CAPITAL CORP.

MANAGING DIRECTOR

direct

1987-06-01

2001-10-01

PMG CAPITAL CORP.

MANAGING DIRECTOR

direct

1993-12-01

2001-10-01

PMG CAPITAL CORP.

MANAGING DIRECTOR AND TREASURER

direct

1995-10-01

2001-10-01

SMITH SHELLNUT WILSON LLC

PRINCIPAL

direct

1995-06-01

2001-10-22

SMITH SHELLNUT WILSON LLC

PRINCIPAL

direct

1998-08-01

2001-10-22

SALOMON SMITH BARNEY INC.

GENERAL COUNSEL - SMITH BARNEY ASSET MANAGEMENT, MANAGING DIRECTOR - SALOMON SMITH BARNEY INC.

direct

1995-07-01

2001-10-24

SALOMON SMITH BARNEY INC.

CHAIRMAN & CEO - SMITH BARNEY ASSET MANAGEMENT

direct

1997-08-01

2001-10-24

SALOMON SMITH BARNEY INC.

MANAGING DIRECTOR - SALOMON SMITH BARNEY, CHIEF INVESTMENT OFFICER - SMITH BARNEY ASSET MANAGEMENT

direct

1997-08-01

2001-10-24

CSFBDIRECT, INC.

DIRECTOR/CCO/CROP/SROP

direct

1996-08-01

2001-10-26

STEPHENS INC.

SHAREHOLDER PREFERRED B

indirect

1990-12-01

2001-10-31

STEPHENS INC.

SHAREHOLDER COMMON A

indirect

1990-12-01

2001-10-31

CBNY INVESTMENT SERVICES CORP.

SHAREHOLDER

indirect

1988-03-01

2001-11-01

FINARC LLC

SPOUSE

direct

1996-10-01

2001-11-29

THE MILLER FINANCIAL GROUP, INC.

SHAREHOLDER

indirect

1992-04-01

2001-11-30

CJ CAPITAL MANAGEMENT LLC

PRESIDENT

direct

1998-08-01

2001-12-07

ARNHOLD AND S. BLEICHROEDER, INC.

STOCKHOLDER

direct

1946-07-01

2001-12-10

ARNHOLD AND S. BLEICHROEDER, INC.

SENIOR VICE PRESIDENT & DIRECTOR

direct

1978-06-01

2001-12-10

ARNHOLD AND S. BLEICHROEDER, INC.

SENIOR VICE PRESIDENT, TREASURER & DIRECTOR

direct

1990-11-01

2001-12-10

ARNHOLD AND S. BLEICHROEDER, INC.

CO-CHAIRMAN OF THE BOARD

direct

1994-01-01

2001-12-10

ARNHOLD AND S. BLEICHROEDER, INC.

CO-PRESIDENT, SECRETARY & DIRECTOR

direct

1994-01-01

2001-12-10

ARNHOLD AND S. BLEICHROEDER, INC.

CO-PRESIDENT AND DIRECTOR

direct

1994-01-01

2001-12-10

ARNHOLD AND S. BLEICHROEDER, INC.

SENIOR VICE PRESIDENT , SROP/CROP

direct

1994-04-01

2001-12-10

TRENDLINE RESEARCH & MANAGEMENT CORP

DIRECTOR, VICE-PRESIDENT, SECRETARY/TREASURER

direct

1988-03-01

2001-12-12

TRENDLINE RESEARCH & MANAGEMENT CORP

DIRECTOR, PRESIDENT

direct

1988-03-01

2001-12-12

TREVOR STEWART BURTON & JACOBSEN INC

STOCKHOLDER

direct

1995-04-01

2001-12-18

COUNTRY CAPITAL MANAGEMENT COMPANY

VP COMMUNICATIONS & HUMAN RESOURCES

direct

1989-10-01

2001-12-20

COUNTRY CAPITAL MANAGEMENT COMPANY

VP INFO SYSTEMS

direct

1996-10-01

2001-12-20

COUNTRY CAPITAL MANAGEMENT COMPANY

CORPORATE CONTROLLER

direct

1997-03-01

2001-12-20

THURLOW CAPITAL MANAGEMENT, INC.

PRESIDENT

direct

1997-04-01

2002-01-03

THURLOW CAPITAL MANAGEMENT, INC.

VICE-PRESIDENT

direct

1997-04-01

2002-01-03

CENTURION HINDS INVESTMENT MANAGEMENT CORP

SHAREHOLDER OF CENTURION CAPITAL GROUP INC.

indirect

1997-12-01

2002-01-17

CATHOLIC FINANCIAL SERVICES CORP

CHAIRMAN, DIRECTOR

direct

1994-06-01

2002-01-23

CATHOLIC FINANCIAL SERVICES CORP

DIRECTOR

direct

1994-06-01

2002-01-23

NORTHERN TRUST SECURITIES, INC.

DIRECTOR

direct

1997-01-01

2002-01-23

CSFBDIRECT, INC.

DIRECTOR OF COMPLIANCE/CCO/CROP/SROP

direct

1996-08-01

2002-01-25

PRINCOR FINANCIAL SERVICES CORPORATION

DIRECTOR

direct

1998-01-01

2002-01-25

SUCCESSFUL RESOURCES MANAGEMENT LTD

VICE PRESIDENT

direct

1996-06-01

2002-02-05

COORDINATED ASSET PLANNING CO INC

PRESIDENT

direct

1984-01-01

2002-02-13

FERGUSON INVESTMENT CONSULTANTS INC

PRESIDENT

direct

1988-06-01

2002-02-13

COORDINATED ASSET PLANNING CO INC

CHIEF OPERATIONS OFFICER

direct

1989-05-01

2002-02-13

MCCORMACK ADVISORS INTERNATIONAL LLC

indirect

1973-12-01

2002-03-11

AMERICAN INVESTMENT SERVICES INC

TREASURER & SECRETARY

direct

1988-12-01

2002-03-15

HORSLEY BRIDGE PARTNERS, INC.

SHAREHOLDER

direct

1983-03-01

2002-03-19

HORSLEY BRIDGE PARTNERS, INC.

SHAREHOLDER

direct

1985-03-01

2002-03-19

PARNASSUS INVESTMENTS

DIRECTOR

direct

1984-06-01

2002-03-22

AMR INVESTMENT SERVICES, INC

SECRETARY

direct

1988-01-01

2002-03-25

MCCORMICK CAPITAL MANAGEMENT

V.P. FIXED INCOME

direct

1993-03-01

2002-03-26

CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD

SHAREHOLDER

direct

1995-01-01

2002-03-26

MCCORMICK CAPITAL MANAGEMENT

V.P. OPERATIONS

direct

1996-04-01

2002-03-26

LORD ANDREW CHARLES

SOLE PROPRIETOR

direct

1984-01-01

2002-03-27

GLEN RAUCH SECURITIES, INC.

SECRETARY/DIRECTOR

direct

1986-02-01

2002-03-27

CITISTREET ADVISORS LLC

VICE PRESIDENT, TREASURER, FINOP

direct

1991-05-01

2002-03-27

NATIONWIDE ADVISORY SERVICES, INC.

DIRECTOR

direct

1998-04-01

2002-03-27

GUARDIAN CAPITAL INC

MANAGING DIRECTOR

direct

1985-11-01

2002-03-28

GUARDIAN CAPITAL INC

MANAGING DIRECTOR

direct

1988-02-01

2002-03-28

FORUM SECURITIES, INC.

EXECUTIVE VICE PRESIDENT

direct

1989-01-01

2002-03-28

FORUM SECURITIES, INC.

DIRECTOR

direct

1989-02-01

2002-03-28

FORUM SECURITIES, INC.

SECRETARY

direct

1989-06-01

2002-03-28

FORUM SECURITIES, INC.

PRESIDENT/TREASURER/DIRECTOR/SROP/CROP

direct

1991-02-01

2002-03-28

FORUM SECURITIES, INC.

SENIOR VICE PRESIDENT/CFO

direct

1991-03-01

2002-03-28

FORUM SECURITIES, INC.

DIRECTOR

direct

1992-08-01

2002-03-28

GUARDIAN CAPITAL INC

MANAGING DIRECTOR

direct

1994-11-01

2002-03-28

GUARDIAN CAPITAL INC

MANAGING DIRECTOR

direct

1995-04-01

2002-03-28

INSTITUTIONAL SECURITIES CORPORATION

SECRETARY

direct

1996-05-01

2002-03-28

VALUE PARTNERS LTD

NON-EXECUTIVE DIRECTOR

direct

1998-06-01

2002-03-28

GUARDIAN CAPITAL ADVISORS INC

V.P., COMPLIANCE & SECRETARY

direct

1998-11-01

2002-03-28

EPG INC

SENIOR VICE PRESIDENT

direct

1998-01-01

2002-04-01

JMG CAPITAL MANAGEMENT, LLC

N/A

indirect

1998-04-01

2002-04-01

STIFEL, NICOLAUS & COMPANY, INCORPORATED

SHAREHOLDER

direct

1996-06-01

2002-04-02

WARNER GROUP, INC.

VICE PRESIDENT, DIRECTOR, SHAREHOLDER

direct

1996-05-01

2002-04-03

TACTICAL ALLOCATION SERVICES LLC

TRUST

direct

1996-04-01

2002-04-04

BRENTON INVESTMENTS, INC.

SHAREHOLDER

indirect

1995-01-01

2002-04-17

MUHLENKAMP & CO INC

SHAREHOLDER

direct

1983-02-01

2002-04-22

DIVERSIFIED INVESTMENT ADVISORS INC

DIRECTOR & PRESIDENT

direct

1992-10-01

2002-04-30

DIVERSIFIED INVESTMENT ADVISORS INC

SECRETARY

direct

1994-01-01

2002-04-30

LINDNER CAPITAL MANAGEMENT, LLC

52% SHAREHOLDER

indirect

1997-03-01

2002-04-30

CHAPEL HILL CAPITAL MANAGEMENT INC

PRESIDENT

direct

1997-12-01

2002-05-03

ARISTA INVESTMENT ADVISORS, LTD.

PRESIDENT

direct

1988-11-01

2002-05-06

ARISTA INVESTMENT ADVISORS, LTD.

SECRETARY

direct

1988-11-01

2002-05-06

ARISTA INVESTMENT ADVISORS, LTD.

VICE-PRESIDENT

direct

1996-04-01

2002-05-06

PINNACLE FUND MANAGEMENT LLC

NONE

direct

1997-03-01

2002-05-06

SUCCESSFUL MONEY STRATEGIES INC

CHIEF INVESTMENT OFFICER

direct

1993-03-01

2002-05-07

WESTBOURNE INVESTMENTS, INC.

BENEFICIAL OWNER

direct

1997-09-01

2002-05-14

WESTBOURNE INVESTMENTS, INC.

BENEFICIAL OWNER

direct

1997-12-01

2002-05-14

PLANNERS FINANCIAL SERVICES, INC.

BOARD MEMBER

direct

1984-03-01

2002-05-24

PACIFIC CAPITAL PLANNING COMPANY

OWNER

direct

1997-09-01

2002-05-24

A. G. EDWARDS & SONS, INC.

DIRECTOR, SENIOR VICE PRESIDENT, ASSISTANT SECRETARY

direct

1998-03-01

2002-05-31

R.V. KUHNS & ASSOCIATES, INC.

TREASURER

indirect

1986-01-01

2002-06-25

FIRST ALLIED SECURITIES, INC.

SHAREHOLDER

indirect

1994-10-01

2002-07-22

TRUSTED SECURITIES ADVISORS CORP.

CHAIRMAN AND DIRECTOR

direct

1998-08-01

2002-07-24

AMERICAN GENERAL FINANCIAL ADVISORS, INC.

ASSISTANT TREASURER

direct

1998-08-01

2002-08-29

EQUITY ANALYSTS INC.

SHAREHOLDER

direct

1998-09-01

2002-09-20

THE MILLER FINANCIAL GROUP, INC.

SHAREHOLDER

indirect

1992-04-01

2002-09-23

1717 CAPITAL MANAGEMENT COMPANY

DIRECTOR

direct

1998-11-01

2002-09-26

KILLIAN ASSET MANAGEMENT CORP

PRESIDENT

direct

1987-04-01

2002-10-11

ABSOLUTE RETURN ADVISORS, LTD.

CROP/SROP/VP

direct

1996-12-01

2002-10-14

MCCORMACK ADVISORS INTERNATIONAL LLC

indirect

1973-12-01

2002-10-16

METROPOLITAN LIFE INSURANCE COMPANY

DIRECTOR

direct

1980-03-01

2002-10-21

METROPOLITAN LIFE INSURANCE COMPANY

DIRECTOR

direct

1980-11-01

2002-10-21

METROPOLITAN LIFE INSURANCE COMPANY

DIRECTOR

direct

1983-02-01

2002-10-21

ARTHURS, LESTRANGE & COMPANY INCORPORATED

OUTSIDE SHAREHOLDER

direct

1986-03-01

2002-10-31

SANDALWOOD SECURITIES, INC.

SHAREHOLDER

direct

1997-12-01

2002-10-31

SANDALWOOD SECURITIES, INC.

SHAREHOLDERS

direct

1997-12-01

2002-10-31

BERGER & ASSOCIATES LLC

MANAGER & 100% OWNER

direct

1997-04-01

2002-12-04

MUHLENKAMP & CO INC

SHAREHOLDER

indirect

1983-02-01

2002-12-18

THE DANFORTH ASSOCIATES, INC

VICE PRESIDENT & DIRECTOR

direct

1994-09-01

2002-12-20

COUNTRY CAPITAL MANAGEMENT COMPANY

CHAIRMAN OF THE BOARD & DIRECTOR

direct

1994-10-01

2003-01-02

COUNTRY CAPITAL MANAGEMENT COMPANY

GENERAL COUNSEL & SECRETARY

direct

1996-08-01

2003-01-02

COUNTRY CAPITAL MANAGEMENT COMPANY

SENIOR VP & CHIEF FINANCIAL OFFICER

direct

1996-10-01

2003-01-02

COUNTRY CAPITAL MANAGEMENT COMPANY

VP FINANCE & TREASURER

direct

1998-11-01

2003-01-02

L ROY PAPP & ASSOCIATES

GENERAL PARTNER

direct

1992-01-01

2003-01-10

MEMORIAL INVESTMENT ADVISORS INC

PRESIDENT AND CEO

direct

1998-10-01

2003-01-14

MEMORIAL INVESTMENT ADVISORS INC

VP AND CFO

direct

1998-10-01

2003-01-14

LAUREL MANAGEMENT CO LLC

MEMBER

direct

1995-07-01

2003-01-15

CLARK FINANCIAL SERVICES GROUP INC

PRESIDENT

direct

1987-01-01

2003-01-24

ROLF ADLER GROUP INC

PRESIDENT

direct

1987-12-01

2003-01-25

FINANCIAL ADVISORY SERVICE INC

SHAREHOLDER

direct

1984-01-01

2003-02-05

C.E. UNTERBERG, TOWBIN (A CALIFORNIA LIMITED PARTNERSHIP)

DIRECTOR OF COMPLIANCE

direct

1997-03-01

2003-02-07

THE DANFORTH ASSOCIATES, INC

DIRECTOR

direct

1994-09-01

2003-02-14

GURUN, INC.

PRESIDENT

direct

1986-03-01

2003-02-27

TIFFANY CAPITAL ADVISORS INC

BOARD MEMBER

direct

1992-07-01

2003-03-03

WILLINGHAM ASSET MANAGEMENT INC

PRESIDENT

direct

1995-11-01

2003-03-03

JULIUS BAER SECURITIES INC.

SENIOR VICE PRESIDENT

direct

1994-12-01

2003-03-14

JULIUS BAER SECURITIES INC.

DIRECTOR

direct

1996-05-01

2003-03-14

THE DE BURLO GROUP,INC.

PRESIDENT

direct

1987-10-01

2003-03-18

THE DE BURLO GROUP,INC.

SECRETARY

direct

1987-10-01

2003-03-18

THE DE BURLO GROUP,INC.

DIRECTOR

direct

1987-10-01

2003-03-18

THE DE BURLO GROUP,INC.

SENIOR VICE PRESIDENT

direct

1996-03-01

2003-03-18

PERKINS, WOLF, MCDONNELL & CO.

SHAREHOLDER

direct

1983-03-01

2003-03-26

KEENE & ASSOCIATES, INC.

PRESIDENT, DIRECTOR

direct

1994-09-01

2003-03-26

HORSLEY BRIDGE PARTNERS, INC.

SHAREHOLDER CLASS A & B SHARES

direct

1985-03-01

2003-03-27

NVEST FUNDS MANAGEMENT LP

GENERAL PARTNER

direct

1995-01-01

2003-03-27

CJ CAPITAL MANAGEMENT LLC

MEMBER, PRESIDENT

direct

1998-08-01

2003-03-27

BUCKINGHAM CAPITAL MANAGEMENT INC

DIRECTOR

direct

1985-05-01

2003-03-28

COMMERCE CAPITAL MARKETS, INC.

EXECUTIVE VICE PRESIDENT

direct

1972-05-01

2003-03-31

ATLANTIC CAPITAL MANAGEMENT LTD

VICE PRESIDENT

direct

1990-08-01

2003-03-31

ATLANTIC CAPITAL MANAGEMENT LTD

CORPORATE SECRETARY

direct

1992-04-01

2003-03-31

FIRST WESTERN ADVISORS

PRESIDENT

direct

1997-10-01

2003-04-02

J. BUSH & CO., INCORPORATED

PRESIDENT / DIRECTOR

direct

1998-03-01

2003-04-03

HORNOR, TOWNSEND & KENT, INC.

DIRECTOR

direct

1998-05-01

2003-04-08

BERGER & ASSOCIATES LLC

MANAGING DIRECTOR

direct

1997-04-01

2003-04-16

PENSION CONSULTING ALLIANCE INC

PRINCIPAL

direct

1995-10-01

2003-05-02

TWEEDY, BROWNE COMPANY LLC

MANAGING DIRECTOR

direct

1997-10-01

2003-05-07

JULIUS BAER SECURITIES INC.

SHAREHOLDER

direct

1962-11-01

2003-05-20

HARBOUR INVESTMENTS, INC.

VICE PRESIDENT, SECRETARY

direct

1992-04-01

2003-06-13

HARBOUR INVESTMENTS, INC.

CCO

direct

1994-05-01

2003-06-13

HARBOUR INVESTMENTS, INC.

VICE PRESIDENT

direct

1997-03-01

2003-06-13

BRILL SECURITIES, INC.

VP., TRES., SEC., ,CHIEF OPERATING OFFICER

direct

1987-06-01

2003-06-30

SIGNATOR INVESTORS, INC.

VICE PRESIDENT

direct

1998-09-01

2003-07-03

MECHTENBERG FINANCIAL GROUP INC

SHAREHOLDER

direct

1980-01-01

2003-07-14

DEVON ADVISORS INC

PRESIDENT

direct

1998-07-01

2003-07-30

L ROY PAPP & ASSOCIATES

GENERAL PARTNER

direct

1991-01-01

2003-08-06

L ROY PAPP & ASSOCIATES

GENERAL PARTNER

direct

1989-10-01

2003-08-28

L ROY PAPP & ASSOCIATES

GENERAL PARTNER

direct

1993-01-01

2003-08-28

L ROY PAPP & ASSOCIATES

GENERAL PARTNER

direct

1996-01-01

2003-08-28

CHARLES SCHWAB & CO., INC.

SENIOR VICE PRESIDENT - GENERAL COUNSEL

direct

1997-07-01

2003-09-11

METROPOLITAN LIFE INSURANCE COMPANY

SENIOR VICE PRESIDENT

direct

1998-03-01

2003-09-17

THE DANFORTH ASSOCIATES, INC

CHAIRMAN & DIRECTOR

direct

1949-01-01

2003-09-25

THE DANFORTH ASSOCIATES, INC

PRESIDENT & DIRECTOR

direct

1994-08-01

2003-09-25

MONEY CONCEPTS CAPITAL CORP

CHAIRMAN

direct

1982-06-01

2003-10-27

MONEY CONCEPTS CAPITAL CORP

SHAREHOLDER

indirect

1982-06-01

2003-10-27

UBOC INVESTMENT SERVICES, INC.

DIRECTOR

direct

1993-02-01

2003-10-27

ARTISAN PARTNERS LIMITED PARTNERSHIP

GENERAL PARTNER OF SUTTER HILL PARTNERS L.P.

indirect

1991-07-01

2003-11-18

ARTISAN PARTNERS LIMITED PARTNERSHIP

GENERAL PARTNER OF SUTTER HILL PARTNERS L.P.

indirect

1995-01-01

2003-11-18

ROGGE GLOBAL PARTNERS PLC

100% OWNER OF UNITED ASSET MANAGEMENT UK HOLDINGS LIMITED

indirect

1996-09-01

2003-11-18

ARTISAN PARTNERS LIMITED PARTNERSHIP

LIMITED PARTNER OF SUTTER HILL PARTNERS L.P.

indirect

1998-01-01

2003-11-18

ARTISAN PARTNERS LIMITED PARTNERSHIP

GENERAL PARTNER OF SUTTER HILL PARTNERS L.P.

indirect

1998-01-01

2003-11-18

AMERICAN INSTITUTIONAL REALTY ADVISORS

OWNER

direct

1992-12-01

2003-12-17

CITIGROUP GLOBAL MARKETS INC.

CHIEF INVESTMENT OFFICER, U.S. RETAIL & HIGH NET WORTH - CITIGROUP ASSET MGMT

direct

1997-09-01

2003-12-18

CAPITAL MANAGEMENT CONSULTING, LLC

CO-PRESIDENT

direct

1996-07-01

2004-01-02

SUCCESSFUL MONEY STRATEGIES INC

PRESIDENT

direct

1993-03-01

2004-01-07

WARFIELD ASSOCIATES, INC.

CORPORATE SECRETARY

direct

1988-11-01

2004-01-13

BJURMAN, BARRY & ASSOCIATES

SHAREHOLDER

direct

1998-03-01

2004-01-15

TRF INVESTMENTS INC

PRESIDENT

direct

1992-03-01

2004-01-20

PPS & V ASSET MANAGEMENT CONSULTANTS INC

PRESIDENT

direct

1991-09-01

2004-01-22

AMERISTOCK CORP

SHAREHOLDER

direct

1995-06-01

2004-02-03

MADISON PORTFOLIO CONSULTANTS INC.

PRESIDENT, DIRECTOR

direct

1990-12-01

2004-02-26

SULLIVAN, MORRISSEY & MICKLE SECURITIES CORP.

CHAIRMAN, DIRECTOR

direct

1978-08-01

2004-03-08

LORD ANDREW CHARLES

MEMBER

direct

1984-01-01

2004-03-09

TOWER EQUITIES, INC.

TRUSTEE OF JUDITH D BON REVOCABLE LIVING TRUST

direct

1992-12-01

2004-03-25

FRANK RUSSELL CAPITAL INC.

GENERAL COUNSEL, SECRETARY, DIRECTOR

direct

1994-11-01

2004-03-25

FISHMAN JAY A LTD

PRESIDENT

direct

1983-09-01

2004-03-26

BAXTER FINANCIAL CORPORATION

SECRETARY

direct

1989-04-01

2004-03-26

SPRING CREEK INVESTMENT ADVISORS, INC.

PRESIDENT

direct

1994-10-01

2004-03-26

ORION CAPITAL MANAGEMENT INC

PRESIDENT

direct

1991-05-01

2004-03-29

SYSTEMATIC FINANCIAL MANAGEMENT LP

CHIEF INVESTMENT OFFICER AND SENIOR MANAGING DIRECTOR

direct

1996-07-01

2004-03-29

SYSTEMATIC FINANCIAL MANAGEMENT LP

MANAGING DIRECTOR AND SENIOR PORTFOLIO MANAGER

direct

1996-07-01

2004-03-29

ORION CAPITAL MANAGEMENT INC

SECRETARY/TREASURER

direct

1997-01-01

2004-03-29

LAFAYETTE INVESTMENTS, INC.

SECRETARY

direct

1988-05-01

2004-03-30

WALL STREET ASSOCIATES

SHAREHOLDER

direct

1991-12-01

2004-03-30

TAKAKI CLOSE & ASSOCIATES, LTD.

PRESIDENT

direct

1993-04-01

2004-03-30

TAKAKI CLOSE & ASSOCIATES, LTD.

DIRECTOR

direct

1993-04-01

2004-03-30

LAFAYETTE INVESTMENTS, INC.

DIRECTOR

direct

1998-05-01

2004-03-30

COMMERCE CAPITAL MARKETS, INC.

PRESIDENT/CEO/DIRECTOR

direct

1971-10-01

2004-03-31

ORLEANS CAPITAL MANAGEMENT CORP

VICE PRESIDENT, DIRECT OWNER-COMMON & DIRECTOR

direct

1991-11-01

2004-03-31

ORLEANS CAPITAL MANAGEMENT CORP

VICE PRESIDENT, DIRECT OWNER-PFD, & DIRECTOR

direct

1994-02-01

2004-03-31

COMMERCE CAPITAL MARKETS, INC.

SENIOR VP/DIRECTOR

direct

1998-03-01

2004-03-31

COMMERCE CAPITAL MARKETS, INC.

CFO/SECRETARY/FINOP

direct

1998-09-01

2004-03-31

AMERICAN INVESTMENT SERVICES INC

BOARD CHAIRMAN & DIRECTOR

direct

1998-10-01

2004-03-31

COMMERCE CAPITAL MARKETS, INC.

COMPLIANCE OFFICER

direct

1998-11-01

2004-03-31

COOPER LARRY CLARK

SOLE PROPRIETOR

direct

1983-10-01

2004-04-02

C.E. UNTERBERG, TOWBIN LLC

PRESIDENT

indirect

1989-05-01

2004-04-22

MORSE WILLIAMS & CO. INC.

MANAGING DIRECTOR

direct

1992-05-01

2004-04-29

PENSION CONSULTING ALLIANCE INC

PRINCIPAL

direct

1992-08-01

2004-05-13

WILLIAM MANN CO INC

PRESIDENT

direct

1989-05-01

2004-06-22

CAPITAL BUILDERS ADVISORY SERVICES INC

DIRECTOR/PRESIDENT

direct

1977-01-01

2004-06-29

SUCCESSFUL MONEY STRATEGIES INC

PRESIDENT/CHIEF COMPLIANCE OFFICER

direct

1993-03-01

2004-07-06

POPULAR SECURITIES, INC.

CFO

direct

1997-09-01

2004-07-19

METROPOLITAN LIFE INSURANCE COMPANY

DIRECTOR

direct

1985-05-01

2004-07-26

LEGACY FINANCIAL GROUP, INC.

PRESIDENT AND DIRECTOR

direct

1998-11-01

2004-08-03

SAFECO INVESTMENT SERVICES, INC.

ASSISTANT SECRETARY

direct

1998-02-01

2004-08-05

METROPOLITAN LIFE INSURANCE COMPANY

DIRECTOR

direct

1998-06-01

2004-08-05

FINDELL & CO INC

PRESIDENT

direct

1987-01-01

2004-08-24

MOODY INVESTMENT ADVISORS, INC.

PRESIDENT

direct

1995-01-01

2004-08-27

COMMONWEALTH ADVISORS INC

VICE PRESIDENT

direct

1994-12-01

2004-09-02

THE WEIL COMPANY

TRUSTEE OF THE WEIL FAMILY TRUST OF 1980

direct

1980-09-01

2004-09-09

DANDA FINANCIAL SERVICES, INC.

PRESIDENT

direct

1992-01-01

2004-09-15

CARDINAL CAPITAL MANAGEMENT INC

CHEIF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER

direct

1992-01-01

2004-10-06

MORSE WILLIAMS & CO. INC.

MANAGING DIRECTOR/COMPLIANCE OFFICER

direct

1992-05-01

2004-10-07

MORSE WILLIAMS & CO. INC.

MANAGING DIRECTOR & PRINCIPAL

direct

1996-12-01

2004-10-07

PRIMECAP MANAGEMENT CO

CHAIRMAN

direct

1983-09-01

2004-10-26

PRIMECAP MANAGEMENT CO

VICE CHAIRMAN

direct

1983-09-01

2004-10-26

PRIMECAP MANAGEMENT CO

PRESIDENT

direct

1983-09-01

2004-10-26

PRIMECAP MANAGEMENT CO

EXECUTIVE VICE PRESIDENT

direct

1986-07-01

2004-10-26

CAPITAL MANAGEMENT ASSOCIATES INC

PRESIDENT

direct

1996-04-01

2004-11-02

CAPITAL MANAGEMENT ASSOCIATES INC

SECRETARY/TREASURER

direct

1996-04-01

2004-11-02

HORNOR, TOWNSEND & KENT, INC.

COUNSEL

direct

1998-11-01

2004-11-23

THE PROGRAM WORKS, INC.

CHAIRMAN

direct

1990-11-01

2004-11-29

UNITED AMERICAN SECURITIES, INC.

NONE

direct

1987-11-01

2004-12-03

UNITED AMERICAN SECURITIES, INC.

NONE

direct

1988-01-01

2004-12-03

C.E. UNTERBERG, TOWBIN LLC

MANAGING DIRECTOR

indirect

1989-05-01

2004-12-07

FINANCIAL ADVISORY SERVICE INC

PRESIDENT, DIRECTOR SHAREHOLDER

direct

1983-02-01

2004-12-15

FINANCIAL DESIGNS CORPORATION

VICE PRESIDENT, SECRETARY

direct

1981-03-01

2004-12-16

FOLGER NOLAN FLEMING DOUGLAS INCORPORATED

LIMITED PARTNERSHIP

indirect

1984-05-01

2005-01-04

D.J. ST. GERMAIN CO., INC.

VICE PRESIDENT

direct

1987-06-01

2005-01-07

D.J. ST. GERMAIN CO., INC.

DIRECTOR

direct

1988-03-01

2005-01-07

WILEN MANAGEMENT CO INC

CORPORATION

indirect

1984-07-01

2005-01-21

ANDREW J. SOTER

OWNER

direct

1988-09-01

2005-01-25

METROPOLITAN LIFE INSURANCE COMPANY

SENIOR EXECUTIVE VICE PRESIDENT & CAO

direct

1998-03-01

2005-02-01

DFC FINANCIAL GROUP INC

PRESIDENT

direct

1983-01-01

2005-02-03

WILEN MANAGEMENT CO INC

PRESIDENT

direct

1984-07-01

2005-02-03

WILEN MANAGEMENT CO INC

SECRETARY/TREASURER

direct

1984-07-01

2005-02-03

WILEN MANAGEMENT CO INC

CHIEF COMPLIANCE OFFICER

direct

1984-07-01

2005-02-03

MORSE WILLIAMS & CO. INC.

PRESIDENT/CEO

direct

1984-05-01

2005-02-11

MORSE WILLIAMS & CO. INC.

PORTFOLIO STRATEGIST

direct

1986-05-01

2005-02-11

MORSE WILLIAMS & CO. INC.

MANAGING DIRECTOR/PRINCIPAL/COMPLIANCE OFFICER

direct

1992-05-01

2005-02-11

MORSE WILLIAMS & CO. INC.

MANAGING DIRECTOR/PRINCIPAL

direct

1996-12-01

2005-02-11

DARTMOUTH CAPITAL ADVISORS, INC.

CHIEF COMPLIANCE OFFICER

direct

1995-12-01

2005-02-17

FINCH JAMES AUSTIN III

PRINCIPAL

direct

1994-12-01

2005-02-22

ARTISAN PARTNERS LIMITED PARTNERSHIP

LIMITED PARTNER

direct

1994-11-01

2005-03-01

AMR INVESTMENT SERVICES, INC

VICE PRESIDENT & COMPLIANCE OFFICER

direct

1995-07-01

2005-03-01

ASSET MANAGEMENT ADVISORS, LLC

EXECUTIVE MANAGER

direct

1996-03-01

2005-03-03

ASSET MANAGEMENT ADVISORS, LLC

CHIEF COMPLIANCE OFFICER

direct

1996-03-01

2005-03-10

AMERICAN INVESTMENT SERVICES INC

DIRECTOR

direct

1989-07-01

2005-03-11

BAXTER FINANCIAL CORPORATION

SECRETARY AND CCO

direct

1989-04-01

2005-03-17

SULLIVAN, MORRISSEY & MICKLE SECURITIES CORP.

PRESIDENT, DIRECTOR

direct

1978-11-01

2005-03-21

BOXER LAURA JUDITH

OWNER

direct

1986-01-01

2005-03-21

ADVISORY ONE, INC.

PRESIDENT

direct

1993-08-01

2005-03-23

C.E. UNTERBERG, TOWBIN (A CALIFORNIA LIMITED PARTNERSHIP)

CHIEF FINANCIAL OFFICER

direct

1998-07-01

2005-03-23

HAMILTON ADVISORS INC

PRESIDENT

direct

1981-01-01

2005-03-25

KETTLER JAMES ROBERT

OWNER

direct

1992-10-01

2005-03-25

DOWSE SECURITIES MANAGEMENT CORP

PRESIDENT

direct

1978-04-01

2005-03-28

SPECTRUM CAPITAL MANAGEMENT

GENERAL PARTNER

direct

1987-01-01

2005-03-28

FAGAN ASSOCIATES INC

PRESIDENT

direct

1989-08-01

2005-03-28

CARDINAL CAPITAL MANAGEMENT INC

CHAIRMAN, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER

direct

1992-01-01

2005-03-28

BUCKINGHAM CAPITAL MANAGEMENT INC

PRESIDENT, CHIEF INVESTMENT OFFICER; DIRECTOR

direct

1985-05-01

2005-03-30

BUCKINGHAM CAPITAL MANAGEMENT INC

PRESIDENT; CHAIRMAN; DIRECTOR AND SHAREHOLDER

indirect

1985-05-01

2005-03-30

BUCKINGHAM CAPITAL MANAGEMENT INC

CHAIRMAN

direct

1988-08-01

2005-03-30

SYSTEMATIC FINANCIAL MANAGEMENT LP

CHIEF OPERATING OFFICER

direct

1998-05-01

2005-03-30

STANLEY D J & CO INC

PRESIDENT

direct

1976-05-01

2005-03-31

AMERICAN BEACON ADVISORS, INC.

VICE PRESIDENT & CHIEF LEGAL OFFICER

direct

1995-07-01

2005-03-31

POPULAR SECURITIES, INC.

MANAGING DIRECTOR

direct

1995-08-01

2005-03-31

VICE PRESIDENT

direct

1997-04-01

2005-03-31

OCCAM CAPITAL MANAGEMENT, LLC

CHIEF EXECUTIVE OFFICER

direct

1998-07-01

2005-03-31

REAL ESTATE RESEARCH CORP

CEO

direct

1996-12-01

2005-04-08

HOTCHKIS AND WILEY CAPITAL MANAGEMENT, LLC

SHAREHOLDER COMMON A

indirect

1988-01-01

2005-05-02

J. BUSH & CO., INCORPORATED

CHAIRMAN, CHIEF EXECUTIVE OFFICER

direct

1970-07-01

2005-05-06

J. BUSH & CO., INCORPORATED

DIRECTOR

direct

1997-10-01

2005-05-06

J. BUSH & CO., INCORPORATED

SHAREHOLDER

indirect

1997-10-01

2005-05-06

MBIA CAPITAL MANAGEMENT CORP.

TREASURER AND DIRECTOR

direct

1994-01-01

2005-05-13

MBIA CAPITAL MANAGEMENT CORP.

CHAIRMAN, DIRECTOR

direct

1998-02-01

2005-05-13

FIRST WESTERN ADVISORS

FINOPS PRINCIPAL

direct

1997-10-01

2005-05-19

FIRST WESTERN ADVISORS

VP/EXECUTIVE OFFICER

direct

1997-10-01

2005-05-19

BORTHWICK ASSOCIATES, INC.

SECRETARY/TREASURER

direct

1982-01-01

2005-05-24

J. BUSH & CO., INCORPORATED

PRESIDENT, CHIEF EXECUTIVE OFFICER, CHAIRMAN AND CHIEF COMPLIANCE OFFICER

direct

1970-07-01

2005-06-06

FERGUSON INVESTMENT CONSULTANTS INC

VICE PRESIDENT

direct

1988-06-01

2005-06-14

ASSET STRATEGY CONSULTANTS LLC

PRINCIPAL

direct

1992-07-01

2005-06-16

LEIST ALAN R PLANNING GROUP INC

PRESIDENT

indirect

1998-09-01

2005-06-20

LEIST ALAN R PLANNING GROUP INC

PRESIDENT

direct

1998-09-01

2005-06-20

SAUNDERS RETIREMENT ADVISORS, INC.

PRESIDENT

direct

1993-04-01

2005-06-29

RUNDE $ CO INCORPORATED

PRESIDENT

direct

1992-11-01

2005-06-30

THE PEACH CORPORATION

PRESIDENT

direct

1996-01-01

2005-07-21

GALOVICH FINANCIAL PLANNING SERVICES INC

COMPLIANCE OFFICER

direct

1985-06-01

2005-08-03

JONAS BRITTAIN GLENN INC.

PRESIDENT

direct

1998-08-01

2005-08-15

HART ADVISERS INC

CHAIRMAN/CEO

direct

1987-12-01

2005-08-16

HART ADVISERS INC

PRESIDENT AND COO

direct

1987-12-01

2005-08-16

HART ADVISERS INC

EXECUTIVE VICE PRESIDENT

direct

1987-12-01

2005-08-16

KARK M Z & ASSOCIATES INC

97.5% SHAREHOLDER

direct

1989-07-01

2005-09-06

BILLEAUD CAPITAL MANAGEMENT INC

PRESIDENT

direct

1991-10-01

2005-09-06

BILLEAUD CAPITAL MANAGEMENT INC

PRESIDENT & CHIEF COMPLIANCE OFFICER

direct

1991-10-01

2005-09-06

SYSTEMATIC FINANCIAL MANAGEMENT LP

CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER

direct

1998-05-01

2005-09-07

CHARTER CAPITAL MANAGEMENT, INC.

CEO, DIRECTOR, CCO FOR REGISTERED INVESTMENT ADVISORY FIRM ONLY

direct

1990-01-01

2005-09-12

CHECK CAPITAL MANAGEMENT INC

PRESIDENT

direct

1990-01-01

2005-09-15

STEPHENS INC.

SHAREHOLDER PREFERRED B

indirect

1986-12-01

2005-09-16

STEPHENS INC.

SHAREHOLDER COMMON A

indirect

1988-01-01

2005-09-16

CAPITAL BUILDERS ADVISORY SERVICES INC

DIRECTOR

direct

1977-01-01

2005-09-20

CAPITAL BUILDERS ADVISORY SERVICES INC

DIRECTOR/CCO/PRESIDENT

direct

1977-01-01

2005-09-20

IPSWICH INVESTMENT MANAGEMENT COMPANY, INC.

OWNER

direct

1986-02-01

2005-09-21

ASSET STRATEGY CONSULTANTS LLC

PRINCIPAL, CHIEF COMPLIANCE OFFICER

direct

1992-07-01

2005-09-30

FRANK RUSSELL CAPITAL INC.

GENERAL COUNSEL, SECRETARY

direct

1994-11-01

2005-10-14

AMERICAN INSTITUTIONAL REALTY ADVISORS

OWNER

indirect

1995-05-01

2005-10-14

AMERICAN INSTITUTIONAL REALTY ADVISORS

SOLE TRUSTEE

indirect

1995-05-01

2005-10-14

REDSTONE CONSULTING LLC

LIMITED PARTNER

indirect

1998-08-01

2005-10-31

LINSCO/PRIVATE LEDGER CORP.

DIRECTOR

direct

1989-04-01

2005-11-29

PPS & V ASSET MANAGEMENT CONSULTANTS INC

CHIEF COMPLIANCE OFFICER

direct

1991-09-01

2005-12-05

SULLIVAN,MORRISSEY & MICKLE CAPITAL MANAGEMENT CORP.

CHAIRMAN, DIRECTOR, CCO

direct

1978-08-01

2005-12-07

LEIST ALAN R PLANNING GROUP INC

PRESIDENT/SECRETARY

indirect

1998-09-01

2005-12-08

LEIST ALAN R PLANNING GROUP INC

PRESIDENT/SECRETARY

direct

1998-09-01

2005-12-08

MUHLENKAMP & CO INC

DIRECTOR/PRESIDENT

direct

1981-08-01

2005-12-20

MUHLENKAMP & CO INC

DIRECTOR

direct

1982-07-01

2005-12-20

GREAT LAKES ADVISORS, INC.

SHAREHOLDER/DIRECTOR, CHAIRMAN OF THE BOARD

direct

1990-05-01

2006-01-05

GREAT LAKES ADVISORS, INC.

DIRECTOR

direct

1996-10-01

2006-01-05

LEWIS & MATHEWS INVESTMENT MANAGEMENT, INC.

PRESIDENT/CHIEF COMPLIANCE OFFICER

direct

1990-05-01

2006-01-06

LANCZ ALAN B & ASSOCIATES INC

CHIEF COMPLIANCE OFFICER

direct

1985-03-01

2006-01-19

JONAS BRITTAIN GLENN INC.

PRESIDENT-CHIEF COMPLIANCE OFFICER

direct

1998-08-01

2006-01-19

LATEEF MANAGEMENT ASSOCIATES

GENERAL PARTNER

direct

1974-01-01

2006-01-23

LATEEF MANAGEMENT ASSOCIATES

GENERAL/LIMITED PARTNER

direct

1994-01-01

2006-01-23

MOODY ALDRICH & SULLIVAN LLC

MEMBER

direct

1988-06-01

2006-01-27

MOODY ALDRICH & SULLIVAN LLC

MEMBER

direct

1992-12-01

2006-01-27

AMERICAN INVESTMENT SERVICES INC

VICE PRESIDENT

direct

1984-03-01

2006-02-01

HARRELL ROBERT INCORPORATED

CHIEF EXECUTIVE OFFICER

direct

1991-07-01

2006-02-01

HARRELL ROBERT INCORPORATED

VICE PRESIDENT, SECRETARY, TREASURER

direct

1991-07-01

2006-02-01

TREGER & ASSOCIATES LLC

PRINCIPAL AND CHIEF COMPLIANCE OFFICER

direct

1992-08-01

2006-02-01

TREGER & ASSOCIATES LLC

PRINCIPAL

direct

1992-08-01

2006-02-01

NVNG INVESTMENTS INC

CHIEF COMPLIANCE OFFICER

direct

1994-01-01

2006-02-02

REAL ESTATE RESEARCH CORP

CEO/CCO

direct

1996-12-01

2006-02-08

HUTCHINSON/IFRAH FINANCIAL SERVICES, INC.

CHAIRMAN & CEO

direct

1988-08-01

2006-02-10

HUTCHINSON/IFRAH FINANCIAL SERVICES, INC.

PRESIDENT & COO

direct

1990-12-01

2006-02-10

WHITEGATE INVESTMENT COUNSELORS INC

SOLE SHAREHOLDER

direct

1998-07-01

2006-02-10

PZENA INVESTMENT MANAGEMENT LLC

NON-VOTING MEMBER

direct

1996-12-01

2006-02-13

RANDALL PAUL MARTIN

SOLE PROP

direct

1992-12-01

2006-02-17

GALOVICH FINANCIAL PLANNING SERVICES INC

CHIEF COMPLIANCE OFFICER

direct

1985-06-01

2006-02-21

FINCH JAMES AUSTIN III

PRINCIPAL/CHIEF COMPLIANCE OFFICER

direct

1994-12-01

2006-02-21

ADVISORY ONE, INC.

PRESIDENT/CHIEF COMPLIANCE OFFICER

direct

1993-08-01

2006-03-01

DOWSE SECURITIES MANAGEMENT CORP

PRESIDENT/CHIEF COMPLIANCE OFFICER

direct

1978-04-01

2006-03-20

LEE KRASNER GROUP LTD

PRESIDENT/TREASURER, CHIEF COMPLIANCE OFFICER

direct

1993-10-01

2006-03-20

MOODY INVESTMENT ADVISORS, INC.

PRESIDENT AND COMPLIANCE OFFICER

direct

1995-01-01

2006-03-20

RUNDE $ CO INCORPORATED

VICE PRESIDENT

direct

1992-11-01

2006-03-21

RUNDE & CO. LLC

PRESIDENT/CHIEF COMPLIANCE OFFICER

direct

1992-11-01

2006-03-21

VARIABLE ANNUITY LIFE INSURANCE CO

PARENT COMPANY

indirect

1969-01-01

2006-03-24

SPRING CREEK INVESTMENT ADVISORS, INC.

PRESIDENT; CHIEF COMPLIANCE OFFICER

direct

1994-10-01

2006-03-27

HAMILTON ADVISORS INC

PRESIDENT/CHIEF COMPLIANCE OFFICER

direct

1981-01-01

2006-03-28

DFC FINANCIAL GROUP INC

PRESIDENT AND CHIEF COMPLIANCE OFFICER

direct

1983-01-01

2006-03-28

SPECTRUM CAPITAL MANAGEMENT

GENERAL PARTNER/CHIEF COMPLIANCE OFFICER

direct

1987-01-01

2006-03-28

OCCAM CAPITAL MANAGEMENT, LLC

CEO/CCO/CFO/CLO

direct

1998-07-01

2006-03-29

POPULAR SECURITIES, INC.

PRESIDENT & CEO

direct

1995-05-01

2006-03-30

SYSTEMATIC FINANCIAL MANAGEMENT LP

CONSULTANT

direct

1998-05-01

2006-03-30

HORSLEY BRIDGE PARTNERS, INC.

SHAREHOLDER CLASS A & B SHARES

direct

1983-03-01

2006-03-31

HORSLEY BRIDGE PARTNERS, INC.

SHAREHOLDER CLASS A SHARES

direct

1985-03-01

2006-03-31

BOXER LAURA JUDITH

OWNER/CHIEF COMPLIANCE OFFICER

direct

1986-01-01

2006-03-31

AMR INVESTMENT SERVICES, INC

PRESIDENT & DIRECTOR

direct

1986-11-01

2006-03-31

AMR INVESTMENT SERVICES, INC

VICE PRESIDENT

direct

1988-08-01

2006-03-31

FAGAN ASSOCIATES INC

PRESIDENT AND CHIEF COMPLIANCE OFFICER

direct

1989-08-01

2006-03-31

SAUNDERS RETIREMENT ADVISORS, INC.

PRESIDENT/CCO

direct

1993-04-01

2006-03-31

DIBIASE & RUSCETTI ASSOCIATES, INC.

TREASURER

direct

1994-06-01

2006-03-31

DIBIASE & RUSCETTI ASSOCIATES, INC.

PRESIDENT

direct

1994-06-01

2006-03-31

AMR INVESTMENT SERVICES, INC

VICE PRESIDENT

direct

1995-05-01

2006-03-31

AMR INVESTMENT SERVICES, INC

TREASURER

direct

1995-05-01

2006-03-31

CATHOLIC FINANCIAL SERVICES CORP

DIRECTOR, VICE PRESIDENT

direct

1994-06-01

2006-04-22

HOTCHKIS AND WILEY CAPITAL MANAGEMENT, LLC

SHAREHOLDER COMMON A

indirect

1997-01-01

2006-05-15

PRIMEVEST FINANCIAL SERVICES, INC.

ASST. SECRETARY

direct

1998-04-01

2006-06-21

STEPHENS INC.

TRUSTEE

indirect

1985-01-01

2006-07-21

STEPHENS INC.

TRUSTEE

indirect

1995-03-01

2006-07-21

STEPHENS INC.

SHAREHOLDER COMMON A

indirect

1997-01-01

2006-07-21

STRAND, ATKINSON, WILLIAMS & YORK, INC.

PRESIDENT AND CEO, UMPQUA HOLDINGS CORP.

direct

1994-06-01

2006-10-02

STRAND, ATKINSON, WILLIAMS & YORK, INC.

EVP AND CHIEF FINANCIAL OFFICER, UMPQUA HOLDINGS CORP

direct

1997-11-01

2006-10-02

STEPHENS INVESTMENT MANAGEMENT GROUP, LLC

SHAREHOLDER COMMON A

indirect

1997-01-01

2006-10-05

UVEST FINANCIAL SERVICES GROUP, INC.

DIRECTOR

direct

1996-03-01

2006-10-16

AMP CAPITAL REDDING INVESTORS (US) LIMITED

MEMBER

indirect

1998-11-01

2006-11-15

THE MILLER FINANCIAL GROUP, INC.

TRUSTEE

indirect

1992-04-01

2006-12-19

ORLEANS CAPITAL MANAGEMENT CORP

DIRECT OWNER-COMMON

direct

1991-11-01

2007-02-02

ORLEANS CAPITAL MANAGEMENT CORP

VICE PRESIDENT, DIRECT OWNER-COMMON, & DIRECTOR

direct

1994-02-01

2007-02-02

ORLEANS CAPITAL MANAGEMENT CORP

DIRECT OWNER-PREFERRED

direct

1997-08-01

2007-02-02

ORGANIC CAPITAL MANAGEMENT INC

PRESIDENT

direct

1998-01-01

2007-02-08

GREAT LAKES ADVISORS, INC.

SHAREHOLDER/DIRECTOR/PRESIDENT/TREASURER

direct

1990-05-01

2007-02-09

GREAT LAKES ADVISORS, INC.

SHAREHOLDER/DIRECTOR/SECRETARY

direct

1990-05-01

2007-02-09

GREAT LAKES ADVISORS, INC.

SHAREHOLDER/CHAIRMAN EMERITUS

direct

1990-05-01

2007-02-09

GREAT LAKES ADVISORS, INC.

DIRECTOR

direct

1991-04-01

2007-02-09

A. G. EDWARDS & SONS, INC.

CHIEF LEGAL OFFICER, SENIOR VICE PRESIDENT

direct

1980-06-01

2007-02-16

LATEEF MANAGEMENT ASSOCIATES

LIMITED PARTNER

direct

1994-01-01

2007-02-27

MAXWELL NOLL INC

DIRECTOR

direct

1988-07-01

2007-03-01

HART REALTY ADVISERS, INC.

MANAGING PARTNER--INVESTMENT TRANSACTIONS

direct

1987-12-01

2007-03-02

THE MILLER FINANCIAL GROUP, INC.

TRUSTEE

indirect

1992-04-01

2007-03-09

ORGANIC CAPITAL MANAGEMENT INC

PRESIDENT

direct

1998-02-01

2007-03-23

METROPOLITAN LIFE INSURANCE COMPANY

DIRECTOR

direct

1975-07-01

2007-03-28

METROPOLITAN LIFE INSURANCE COMPANY

DIRECTOR

direct

1987-05-01

2007-03-28

METROPOLITAN LIFE INSURANCE COMPANY

DIRECTOR

direct

1994-09-01

2007-03-28

METROPOLITAN LIFE INSURANCE COMPANY

DIRECTOR

direct

1997-04-01

2007-03-28

THE PORTOLA GROUP INC

SHAREHOLDER

direct

1997-06-01

2007-03-28

METROPOLITAN LIFE INSURANCE COMPANY

PRESIDENT, INDIVIDUAL BUSINESS

direct

1998-03-01

2007-03-28

WALL STREET ASSOCIATES

SHAREHOLDER

direct

1991-05-01

2007-03-30

THE VARIABLE ANNUITY LIFE INSURANCE CO

SHAREHOLDER

indirect

1969-01-01

2007-04-02

GARNER ASSET MANAGEMENT COMPANY, LP

PRESIDENT

direct

1994-07-01

2007-04-02

A. G. EDWARDS & SONS, INC.

DIRECTOR OF HOLDING COMPANY

direct

1983-08-01

2007-04-25

A. G. EDWARDS & SONS, INC.

DIRECTOR OF HOLDING COMPANY

direct

1993-06-01

2007-04-25

WIDMANN, SIFF & CO., INC.

SHAREHOLDER

direct

1970-09-01

2007-05-10

GARRISON ASSET MANAGEMENT, LLC

MINORITY OWNER

direct

1994-07-01

2007-06-01

SYSTEMATIC FINANCIAL MANAGEMENT LP

MANAGING DIRECTOR AND HEAD TRADER

direct

1996-07-01

2007-06-01

SYSTEMATIC FINANCIAL MANAGEMENT LP

PRESIDENT AND CHIEF EXECUTIVE OFFICER

direct

1996-07-01

2007-06-01

SYSTEMATIC FINANCIAL MANAGEMENT LP

CHIEF INVESTMENT OFFICER

direct

1996-07-01

2007-06-01

SYSTEMATIC FINANCIAL MANAGEMENT LP

MANAGING DIRECTOR AND PORTFOLIO MANAGER

direct

1997-03-01

2007-06-01

DW HEALTHCARE MANAGEMENT II, LLC.

MEMBER

indirect

1998-04-01

2007-06-07

AMERICAN CENTURY INVESTMENT MANAGEMENT INC

SHAREHOLDER OF CLASS B SHARES

indirect

1995-01-01

2007-06-22

AMERICAN CENTURY GLOBAL INVESTMENT MANAGEMENT, INC.

SHAREHOLDER OF CLASS B SHARES

indirect

1995-01-01

2007-07-03

AMERICAN CENTURY ADVISORY SERVICES, INC.

SHAREHOLDER OF CLASS B SHARES

indirect

1995-01-01

2007-07-03

MAXWELL NOLL INC

SHAREHOLDER

direct

1988-07-01

2007-08-22

PZENA INVESTMENT MANAGEMENT LLC

NON-VOTING MEMBER

direct

1995-12-01

2007-11-06

THCP MANAGEMENT II, L.P.

MEMBER

indirect

1998-10-01

2008-01-04

D.J. ST. GERMAIN CO., INC.

5% OWNER

direct

1982-01-01

2008-01-17

AMERVEST CO INC

MANAGING DIRECTOR

direct

1983-01-01

2008-02-08

POPULAR SECURITIES, INC.

MANAGING DIRECTOR

direct

1995-05-01

2008-02-27

ASSET STRATEGY CONSULTANTS LLC

PRINCIPAL

direct

1993-07-01

2008-03-04

PACIFIC GLOBAL INVESTMENT MANAGEMENT CO

COMMON STOCK SHAREHOLDER

direct

1992-01-01

2008-03-27

METROPOLITAN LIFE INSURANCE COMPANY

DIRECTOR

direct

1994-10-01

2008-04-03

METROPOLITAN LIFE INSURANCE COMPANY

DIRECTOR

direct

1996-09-01

2008-04-03

DELESSERT FINANCIAL SERVICES INC

PRESIDENT, TREASURER AND CLERK

direct

1994-04-01

2008-04-17

COMMONWEALTH ADVISORS INC

PRESIDENT

direct

1991-04-01

2008-06-02

COMMONWEALTH ADVISORS INC

CONTROLLING SHAREHOLDER

direct

1991-04-01

2008-06-02

DUNCAN-WILLIAMS, INC.

100%

indirect

1993-06-01

2008-06-02

ORLEANS CAPITAL MANAGEMENT CORP

PRESIDENT & CHAIRMAN, DIRECT OWNER-COMMON & DIRECTOR

direct

1991-07-01

2008-06-18

ORLEANS CAPITAL MANAGEMENT CORP

VICE PRESIDENT, DIRECT OWNER-COMMON, & DIRECTOR

direct

1991-11-01

2008-06-18

ORLEANS CAPITAL MANAGEMENT CORP

VICE PRESIDENT, DIRECT OWNER-COMMON & PREFERRED, DIRECTOR

direct

1994-02-01

2008-06-18

CLARK FINANCIAL ADVISORS

DIRECTOR

direct

1983-11-01

2008-07-29

PZENA INVESTMENT MANAGEMENT LLC

MINORITY OWNER

direct

1995-12-01

2008-11-10

BRAYMEN, LAMBERT AND NOEL SECURITIES, LTD.

LIMITED PARTNER

indirect

1996-01-01

2009-02-09

DUPREE & COMPANY, INC.

SHAREHOLDER, DIRECTOR

direct

1991-01-01

2009-02-11

LAFAYETTE INVESTMENTS, INC.

SECRETARY/ DIRECTOR

direct

1988-05-01

2009-03-17

CALTON & ASSOCIATES, INC.

SECRETARY

indirect

1989-03-01

2009-03-24

BUSH POLEN & ASSOCIATES INC

PRESIDENT

direct

1985-06-01

2009-03-26

BRIAUD FINANCIAL PLANNING INC

PRESIDENT

direct

1992-01-01

2009-03-27

CANTERBURY CONSULTING INCORPORATED

ASSISTANT VICE PRESIDENT

direct

1995-11-01

2009-05-12

CANTERBURY CONSULTING INCORPORATED

VP/ DIRECTOR OF MANAGER SEARCH

direct

1996-10-01

2009-05-12

COMMERCE BROKERAGE SERVICES, INC.

SECRETARY

direct

1996-02-01

2009-06-09

CONCOURSE CAPITAL CORPORATION

DIRECTOR

direct

1993-07-01

2009-06-10

MAHLER & EMERSON INC.

DIRECTOR/EXECUTIVE VICE PRESIDENT

direct

1996-10-01

2009-06-10

MAHLER & EMERSON INC.

DIRECTOR

direct

1998-02-01

2009-06-10

COMMONWEALTH REALTY ADVISORS INC

SHAREHOLDER

direct

1998-09-01

2009-07-01

COMMONWEALTH REALTY ADVISORS INC

SHAREHOLDER

indirect

1998-09-01

2009-07-01

BANCORPSOUTH INVESTMENT SERVICES, INC.

CORPORATE SECRETARY/REPRESENTATIVE

direct

1998-08-01

2009-08-04

PZENA INVESTMENT MANAGEMENT LLC

MINORITY OWNER AND MEMBER WITH CLASS B UNITS

direct

1995-12-01

2009-09-08

CERTIFIED PLANNERS INC

SHAREHOLDER

direct

1994-04-01

2009-12-10

D.J. ST. GERMAIN CO., INC.

FIVE PERCENT PLUS OWNER

direct

1982-01-01

2010-01-05

R.V. KUHNS & ASSOCIATES, INC.

TREASURER

direct

1986-01-01

2010-03-05

WEALTH MANAGEMENT INTERNATIONAL, LTD.

CORPORATE SECRETARY

direct

1997-09-01

2010-03-11

MISSOURI VALLEY PARTNERS, INC.

SHAREHOLDER OF CLASS A CONV. ADJ. RATE PFD. AND CLASS B NON-CONV. ADJ. RATE PFD.

indirect

1985-10-01

2010-03-25

KARK M Z & ASSOCIATES INC

92.3% SHAREHOLDER

direct

1989-07-01

2010-03-25

KARK M Z & ASSOCIATES INC

99% SHAREHOLDER

indirect

1993-09-01

2010-03-25

KARK M Z & ASSOCIATES INC

1% SHAREHOLDER

indirect

1993-09-01

2010-03-25

INVESTMENT SCIENCES INC

SHAREHOLDER

direct

1969-12-01

2010-03-26

WHITNELL & CO

SHAREHOLDER

direct

1990-05-01

2010-03-31

FFR ADVISORY LLC

MEMBER

direct

1997-01-01

2010-03-31

HORSLEY BRIDGE PARTNERS LLC

MEMBER

direct

1997-03-01

2010-03-31

STANFORD ADVISORY GROUP, LLC

MANAGING MEMBER

direct

1992-10-01

2010-05-11

INVESTMENT PROFESSIONALS, INC.

DIRECT OWNER

direct

1995-05-01

2010-06-18

BAILARD BIEHL & KAISER INC

SHAREHOLDER

indirect

1972-03-01

2010-06-29

CHARTER CAPITAL MANAGEMENT, INC.

CEO, DIRECTOR, CHIEF COMPLIANCE OFFICER FOR REGISTERED INVESTMENT ADVISORY FIRM ONLY

direct

1990-01-01

2010-07-27

ALEX. BROWN REALTY, INC.

SHAREHOLDER

indirect

1992-03-01

2010-08-27

UNITED AMERICAN SECURITIES, INC.

SHAREHOLDER

direct

1988-01-01

2010-09-30

AMERICAN INSTITUTIONAL REALTY ADVISORS

OWNER

direct

1995-05-01

2010-10-22

AMERICAN REALTY ADVISORS

OWNER

indirect

1995-05-01

2010-10-22

AMERICAN REALTY ADVISORS

SOLE TRUSTEE

indirect

1995-05-01

2010-10-22

JHS CAPITAL ADVISORS, INC.

OWNER

indirect

1997-05-01

2011-02-01

SCOTT INVESTMENT ADVISORS LIMITED PARTNERSHIP

GENERAL PARTNER

indirect

1997-08-01

2011-03-23

PARNASSUS INVESTMENTS

OWNER

direct

1998-04-01

2011-03-31

FINANCIAL SYNERGIES ASSET MANAGEMENT INC

PRESIDENT

direct

1997-04-01

2011-04-06

WS CAPITAL MANAGEMENT, L.P.

LIMITED PARTNER

direct

1997-01-01

2011-04-13

CLARK FINANCIAL SERVICES GROUP INC

CHAIRMAN OF THE BOARD

direct

1987-01-01

2011-05-02

LAFAYETTE INVESTMENTS, INC.

SHAREHOLDER / DIRECTOR

direct

1988-05-01

2011-05-06

VAN BERKOM AND ASSOCIATES INC.

HOLDING COMPANY

direct

1991-07-01

2011-06-29

CS CAPITAL MANAGEMENT INC

PRESIDENT

direct

1993-12-01

2011-07-18

CHARTER CAPITAL MANAGEMENT, INC.

CEO, DIRECTOR

direct

1990-01-01

2011-07-29

VAN BERKOM AND ASSOCIATES INC.

SECRETARY

direct

1991-07-01

2011-08-02

UNITED AMERICAN SECURITIES, INC.

SECRETARY

direct

1987-10-01

2011-09-30

LEWIS & MATHEWS INVESTMENT MANAGEMENT, INC.

PRESIDENT

direct

1990-05-01

2012-01-06

CALTIUS CAPITAL MANAGEMENT, LP

LIMITED PARTNER, CALTIUS CAPITAL MANAGEMENT, LP

direct

1997-06-01

2012-02-14

CALLAHAN CAPITAL MANAGEMENT INC

PRESIDENT

direct

1995-08-01

2012-03-12

KMH WEALTH MANAGEMENT, LLC

OWNER

direct

1998-02-01

2012-03-21

LAFAYETTE INVESTMENTS, INC.

SHAREHOLDER

direct

1988-05-01

2012-03-28

HOTCHKIS AND WILEY CAPITAL MANAGEMENT, LLC

SHAREHOLDER COMMON A

indirect

1997-01-01

2012-03-28

FINANCIAL DESIGNS CORPORATION

VICE PRESIDENT, SECRETARY, TRUSTEE OF THE 2002 BILECKI FAMILY TRUST DATED 8-27-02

direct

1981-03-01

2012-06-18

MOLUMPHY CAPITAL MANAGEMENT

PRESIDENT

direct

1988-09-01

2012-06-22

GURUN, INC.

PRESIDENT / CHIEF COMPLIANCE OFFICER

direct

1986-03-01

2012-08-29

CALTON & ASSOCIATES, INC.

PRESIDENT - DIRECTOR-TRUSTEE

direct

1987-09-01

2012-09-21

PALADIN REALTY PARTNERS, LLC

GENERAL PARTNER

indirect

1998-02-01

2013-04-01

HALL CAPITAL PARTNERS LLC

MEMBER CLASS B

direct

1995-07-01

2013-04-26

CANYON CAPITAL REALTY ADVISORS LLC

MEMBER

direct

1998-08-01

2013-05-23

FTA PARTNERS, LLC

TRUSTEE, PATRICIA'S TRUST UNDER THE KOCOUREK FAMILY TRUST DATED DECEMBER 31, 1994 (COMMON UNITS)

indirect

1994-12-01

2013-09-10

FTA PARTNERS, LLC

MANAGER (COMMON UNITS)

indirect

1997-09-01

2013-09-10

WALL STREET ASSOCIATES

SHAREHOLDER

indirect

1991-05-01

2013-09-24

BOULDER INVESTMENT ADVISERS LLC

TRUSTEE

indirect

1994-11-01

2013-10-01

ROXBURY CAPITAL MANAGEMENT LLC

SHAREHOLDER

indirect

1998-07-01

2013-12-18

LATEEF MANAGEMENT ASSOCIATES

LIMITED PARTNER

direct

1974-01-01

2014-03-12

BOULDER INVESTMENT ADVISERS LLC

MEMBER

indirect

1995-04-01

2014-03-27

HMS ADVISER LP

SHAREHOLDER

indirect

1989-12-01

2014-03-31

GENEVA CAPITAL MANAGEMENT LTD

WILLIAM A. PRIEBE AND LINDA J. PRIEBE, TRUSTEES

direct

1998-04-01

2014-04-16

PACIFIC GLOBAL INVESTMENT MANAGEMENT CO

COMMON STOCK SHAREHOLDER

direct

1996-10-01

2014-05-13

INGENIOUS ASSET MANAGEMENT LIMITED

SHAREHOLDER

indirect

1998-06-01

2014-06-27

HART REALTY ADVISERS, INC.

SENIOR MANAGING PARTNER

direct

1987-12-01

2014-09-05

ROXBURY CAPITAL MANAGEMENT LLC

COMMON SHAREHOLDER

direct

1998-07-01

2014-12-01

WHITEGATE INVESTMENT COUNSELORS INC

MAJORITY SHAREHOLDER

direct

1998-07-01

2015-02-20

TRIUMPH ALTERNATIVES LLC

CO-TRUSTEE OF LORRAYNE ROSE ZEMAN TRUST

indirect

1993-01-01

2015-03-26

FOLGER NOLAN FLEMING DOUGLAS INCORPORATED

SHAREHOLDER

direct

1975-06-01

2015-03-31

FOLGER NOLAN FLEMING DOUGLAS INCORPORATED

LIMITED PARTNER

indirect

1984-05-01

2015-03-31

HART REALTY ADVISERS, INC.

CHAIRMAN

direct

1987-12-01

2015-03-31

UNITED AMERICAN SECURITIES, INC.

DIRECTOR

direct

1987-10-01

2015-04-28

CALTON & ASSOCIATES, INC.

SHAREHOLDER

direct

1987-09-01

2016-02-29

CALTON & ASSOCIATES, INC.

PRESIDENT - DIRECTOR-TRUSTEE OF DWAYNE CALTON TRUST

direct

1987-09-01

2016-02-29

CALTON & ASSOCIATES, INC.

SHAREHOLDER / JTWORS WITH GEORGE G HARRINGTON, JR

direct

1987-11-01

2016-02-29

RAHN DAVID R & ASSOCIATES INC

SHAREHOLDER

direct

1993-02-01

2016-03-08

FRIEDMAN FLEISCHER & LOWE, LLC

MEMBER

indirect

1997-03-01

2016-03-30

FRIEDMAN FLEISCHER & LOWE, LLC

MEMBER

direct

1997-04-01

2016-03-30

FINANCIAL DESIGNS CORPORATION

VICE PRESIDENT

direct

1981-03-01

2016-05-24

PCCP, LLC

MEMBER

indirect

1998-05-01

2016-06-16

SOUTHWESTERN INVESTMENT ADVISORY SERVICES, INC.

SHAREHOLDER

indirect

1982-11-01

2016-12-01

SUMMIT GLOBAL MANAGEMENT INC.

LIVING TRUST

direct

1994-11-01

2017-01-18

J.J.B. HILLIARD, W.L. LYONS, LLC

TRUSTEE

indirect

1988-11-01

2017-02-21

PPS & V ASSET MANAGEMENT CONSULTANTS INC

OFFICER

direct

1992-01-01

2017-02-27

AUTUMN GLORY PARTNERS, LLC

TRUSTEE

indirect

1998-01-01

2017-05-17

WALLACE R. WEITZ & COMPANY

DIRECTOR

direct

1983-03-01

2017-07-31

FIRST FINANCIAL EQUITY CORPORATION

DIRECTOR OF TELECOMMUNICATIONS

direct

1996-02-01

2017-08-01

Fund Name

Position

direct/indirect

start date

end date

BOBERSKI & CO

PRESIDENT

direct

1966-01-01

HOLDEN TOLBERT & CO INC

PRESIDENT

direct

1967-05-01

HOLDEN TOLBERT & CO INC

SECRETARY, TREASURER

direct

1967-05-01

LEGACY PARTNERS INVESTMENT MANAGEMENT SERVICES,LLC

MEMBER

indirect

1968-06-01

TRIAD INVESTMENT ADVISORS CORP

PRESIDENT

direct

1972-10-01

JOHNSTON, LEMON & CO. INC.

CHAIRMAN

direct

1973-10-01

MYERSON VAN DEN BERG & CO

TRUST OWNS ALL THE STOCK

direct

1975-01-01

STANLEY D J & CO INC

PRESIDENT & CEO, CFO, COO, CLO,CCO

direct

1976-05-01

GREAT SOUTHERN CAPITAL MANAGEMENT, INC.

TREASURER

direct

1977-06-01

SULLIVAN, MORRISSEY & MICKLE SECURITIES CORP.

TREASURER, FINOP

direct

1978-08-01

MOORS & CABOT INVESTOR SERVICES INC

PARENT

indirect

1978-08-01

SULLIVAN,MORRISSEY & MICKLE CAPITAL MANAGEMENT CORP.

CHAIRMAN, DIRECTOR, CHIEF COMPLIANCE OFFICER

direct

1978-08-01

SULLIVAN, MORRISSEY & MICKLE SECURITIES CORP.

VICE CHAIRMAN, DIRECTOR

direct

1978-11-01

BURNEY CO

CHAIRMAN

direct

1981-04-01

FARALDI & PORRO INC

PRESIDENT

direct

1981-06-01

CORNERSTONE ADVISORS, LLC

OWNER

indirect

1982-08-01

CAROL GRANT DESMOND

OWNER

direct

1982-12-01

AMERVEST COMPANY, INC.

CCO / MANAGING DIRECTOR

direct

1983-01-01

SIRIUS PARTNERS, L.P.

SHAREHOLDER

indirect

1983-01-01

FINANCIAL ADVISORY SERVICE INC

SHAREHOLDER

direct

1983-02-01

MCELWAIN ROBERT JOHN

PRESIDENT

direct

1983-10-01

FOLGER NOLAN FLEMING DOUGLAS INCORPORATED

TRUSTEE

indirect

1984-05-01

LM ADVISORS INC

PRESIDENT

direct

1984-07-01

THE JENTNER CORPORATION

OWNER

direct

1984-10-01

SANDER CAPITAL ADVISORS

DIRECTOR, VICE PRESIDENT AND SECRETARY

direct

1985-01-01

EIDELMAN FINGER HARRIS & CO

PRESIDENT

direct

1985-06-01

PERFORMANCE ENHANCEMENT TECHNOLOGIES LTD

PRESIDENT/CIO

direct

1985-12-01

FINANCIAL MANAGEMENT ADVISORS INC

SHAREHOLDER

indirect

1985-12-01

CAPITAL BUILDERS ADVISORY SERVICES INC

SHAREHOLDER

direct

1986-01-01

UNIVERSAL FINANCIAL SERVICES INC.

DIRECTOR

direct

1986-02-01

UNIVERSAL FINANCIAL SERVICES INC.

CEO

indirect

1986-02-01

HOLBEIN ASSOCIATES, INC.

SECRETARY

direct

1986-03-01

HERRMANN & COOKE, INC.

DIRECT OWNER

direct

1986-03-01

GREIG ASSOCIATES INC

SENIOR VICE PRESIDENT

direct

1986-04-01

GREIG ASSOCIATES INC

SECRETARY

direct

1986-04-01

ALEXANDER & MUCKERMANN

PARTNER

direct

1986-04-01

BAY ISLE FINANCIAL CORP

PRESIDENT

direct

1986-06-01

BAY ISLE FINANCIAL CORP

CHIEF INVESTMENT OFFICER

direct

1986-06-01

INTEGRATED FINANCIAL PLANNING SERVICES

PRESIDENT

direct

1986-06-01

FINANCIAL ADVISORY SERVICE INC

MAX W. GREER, JR., TRUSTEE

direct

1986-08-01

MCCORMICK CAPITAL MANAGEMENT

PRESIDENT

direct

1986-09-01

FIDELITY FINANCIAL GROUP, INC.

DIRECTOR

direct

1987-02-01

SAGE, RUTTY & CO., INC.

SHAREHOLDER

direct

1987-02-01

CHURCHILL MANAGEMENT CORP

SHAREHOLDER

direct

1987-07-01

THE PORTOLA GROUP INC

SHAREHOLDER

direct

1987-08-01

SOCHET & COMPANY, INC.

PRESIDENT, CHIEF COMPLIANCE OFFICER

direct

1987-08-01

THE PORTOLA GROUP INC

SHAREHOLDER

indirect

1987-08-01

CALTON & ASSOCIATES, INC.

PRESIDENT - DIRECTOR

direct

1987-09-01

UNITED AMERICAN SECURITIES, INC.

SHAREHOLDER

direct

1987-10-01

UNITED AMERICAN SECURITIES, INC.

SHAREHOLDER

direct

1987-11-01

GREAT SOUTHERN CAPITAL MANAGEMENT, INC.

VICE PRESIDENT

direct

1987-12-01

MACSHANE CAPITAL MANAGEMENT CO INC

PRESIDENT

direct

1988-01-01

AUTUMN GLORY PARTNERS, LLC

TRUSTEE

indirect

1988-01-01

GREAT SOUTHERN CAPITAL MANAGEMENT, INC.

PRESIDENT

direct

1988-03-01

ADVISORS PENSION SERVICES AGENCY INC

PRESIDENT

direct

1988-04-01

KLAFF REALTY, LP

OWNER

indirect

1988-06-01

HUTCHINSON/IFRAH FINANCIAL SERVICES, INC.

CHAIRMAN & PRESIDENT

direct

1988-08-01

TRIGRAN INVESTMENTS, INC.

TRUSTEE

indirect

1988-11-01

J.J.B. HILLIARD, W.L. LYONS, LLC

NAMED FIDUCIARY

indirect

1988-11-01

MCCORMICK CAPITAL MANAGEMENT

SECRETARY, TREASURER

direct

1988-12-01

EAST PACIFIC INVESTMENT CO INC

PRESIDENT

direct

1989-01-01

LARIMER CAPITAL CORP

SECRETARY

direct

1989-01-01

KIT COLE INVESTMENT ADVISORY SERVICES

SHAREHOLDER

direct

1989-03-01

LOVELL INCORPORATED

CORPORATE SECRETARY

direct

1989-03-01

NEWPORT INVESTMENT ADVISORS INC

CEO

direct

1989-04-01

TIFFANY CAPITAL ADVISORS INC

PRESIDENT

direct

1989-05-01

BUSINESS SERVICES, INC.

OWNER

direct

1989-05-01

HELLMAN & FRIEDMAN CAPITAL MANAGEMENT

SHAREHOLDER

indirect

1989-06-01

CAMBRIDGE EQUITY ADVISORS INC

CHIEF EXECUTIVE OFFICER

direct

1989-06-01

HANSSET GLOBAL ADVISORS CO., LTD.

SHAREHOLDER

direct

1989-08-01

VALU TRAC INVESTMENT MANAGEMENT LTD

PARENT COMPANY

direct

1989-10-01

ATLANTIC CAPITAL MANAGEMENT LTD

PRESIDENT

direct

1989-12-01

JOHNSTON, LEMON & CO. INC.

CHAIRMAN

indirect

1989-12-01

SPECTRUM ASSET MANAGEMENT INC

SHAREHOLDER

direct

1990-01-01

SAVINGS GROWERS, INC.

PRESIDENT

direct

1990-08-01

BERKELEY CAPITAL ADVISERS, LLC

TRUSTEE

indirect

1991-01-01

NOBLE PARTNERS, L.P.

SHAREHOLDER

indirect

1991-03-01

W R MAHOOD ASSET MANAGEMENT, INC.

PRESIDENT

direct

1991-04-01

TYREE, DAVID W.

PRESIDENT

direct

1991-04-01

BONNIE WUSZ & ASSOCIATES, INC.

OWNER

direct

1991-06-01

VAN BERKOM AND ASSOCIATES INC.

PRESIDENT AND CHIEF EXECUTIVE OFFICER

indirect

1991-07-01

RIGGS SECURITIES INC.

SHAREHOLDER

indirect

1991-09-01

GREENLEAF ASSET MANAGEMENT INC

PRESIDENT

direct

1991-10-01

HOLT VALUE ASSOCIATES LP

PRESIDENT

indirect

1991-11-01

HOLT VALUE ASSOCIATES LP

PRESIDENT

indirect

1991-11-01

SOMERS ASSET MANAGEMENT INCORPORATED

PRESIDENT

direct

1991-11-01

CAVALRY BANKING

TRUST OFFICER/ SVP

direct

1992-01-01

RYDER STILWELL INVESTMENT ADVISORS INC

MAJORITY OWNER

indirect

1992-04-01

DAWSON RUSSELL INC.

PRESIDENT

direct

1992-05-01

CAVALRY BANKING

TRUST OFFICER

direct

1992-05-01

THE BAKER GROUP, LP

CHAIRMAN AND PRESIDENT

direct

1992-05-01

THE BAKER GROUP, LP

VICE PRES/MANAGING DIRECTOR

direct

1992-05-01

NORTHWEST FINANCIAL PLANNING CORP

SHAREHOLDER

direct

1992-07-01

ROOSEVELT INVESTMENT GROUP INC

CHAIRMAN

direct

1992-07-01

ROOSEVELT INVESTMENT GROUP INC

SEC-TREASURER MANAGING DIR

direct

1992-07-01

ROOSEVELT INVESTMENT GROUP INC

VP INVESTMENTS

direct

1992-07-01

ROOSEVELT INVESTMENT GROUP INC

CEO

direct

1992-07-01

ROOSEVELT INVESTMENT GROUP INC

PRESIDENT

direct

1992-07-01

RONALD OLSON, INC.

STOCK HOLDER

direct

1992-07-01

STANFORD ADVISORY GROUP, LLC

CEO/CIO

direct

1992-10-01

HOOPER R B & CO INC

PRESIDENT

direct

1992-11-01

HOOPER R B & CO INC

VICE PRESIDENT

direct

1992-11-01

HONISS ROBIN

OWNER

direct

1993-01-01

KINGSTON INVESTMENT COUNSEL INC

VICE PRESIDENT & SECRETARY

direct

1993-01-01

PEKIN SINGER STRAUSS ASSET MANAGEMENT INC.

SHAREHOLDER

direct

1993-01-01

MANAGED ACCOUNT SERVICES INC

SHAREHOLDER

direct

1993-01-01

HAROLD W. DANCE INC.

S-CORP SHAREHOLDER, 16%

direct

1993-04-01

SAUNDERS RETIREMENT ADVISORS, INC.

PRESIDENT/CHIEF COMPLIANCE OFFICER

direct

1993-04-01

PREMIERETRADE SECURITIES, INC.

TRUSTEE OF DICKS FAMILY TRUST

direct

1993-05-01

SENA WELLER ROHS WILLIAMS INC.

SENIOR VP

direct

1993-06-01

SENA WELLER ROHS WILLIAMS INC.

EXECUTIVE VP

direct

1993-06-01

CONTEXT CAPITAL MANAGEMENT LLC

TRUSTEE

indirect

1993-06-01

CONTEXT CAPITAL MANAGEMENT LLC

TRUSTEE

indirect

1993-06-01

CONTEXT CAPITAL MANAGEMENT LLC

TRUSTEE

indirect

1993-06-01

MAHLER & EMERSON INC.

SHAREHOLDER

direct

1993-07-01

ARGOS INVESTMENT ADVISORS, LLC

MEMBER

indirect

1993-07-01

ARNERICH MASSENA, INC.

SHAREHOLDER

direct

1993-07-01

BACK BAY ADVISORS

GENERAL PARTNER

direct

1993-09-01

VAN DEVENTER & HOCH

VDH SHAREHOLDER

direct

1993-10-01

LEE KRASNER GROUP LTD

PRESIDENT/TREASURER

direct

1993-10-01

TAYLOR STEPHENS INC

GENERAL PARTNER

indirect

1993-12-01

SOUND FINANCIAL STRATEGIES GROUP, INC.

FOUNDING PARTNER/CFO/CCO

direct

1993-12-01

OSTERWEIS CAPITAL MANAGEMENT INC

SHAREHOLDER

direct

1994-01-01

SAGE, RUTTY & CO., INC.

SHAREHOLDER

direct

1994-01-01

MARSDEN JOHN RICHARD JR

OWNER

direct

1994-01-01

CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD

PARTNERSHIP

direct

1994-02-01

BAI BONDSBERATUNG GES.M.B.H.

SHAREHOLDER

direct

1994-03-01

BAI BONDSBERATUNG GES.M.B.H.

SHAREHOLDER

indirect

1994-03-01

CATHOLIC FINANCIAL SERVICES CORP

VICE PRESIDENT, DIRECTOR

direct

1994-06-01

GRAHAM CAPITAL MANAGEMENT, L.P.

LIMITED PARTNER

indirect

1994-06-01

HELLMAN & FRIEDMAN ASSOCIATES III LP

SHAREHOLDER

indirect

1994-07-01

H&F INVESTORS III

SHAREHOLDER

indirect

1994-07-01

SOUTH OCEAN MANAGEMENT LIMITED

SHAREHOLDER

direct

1994-09-01

THE HOLLISTER ASSET MANAGEMENT CO, G.P.

GENERAL PARTNER

direct

1994-09-01

GLOBALVEST MANAGEMENT CO LP

ESTABLISHED

direct

1994-10-01

KAPLAN & CO. SECURITIES INC.

CEO

direct

1994-10-01

JULIUS BAER SECURITIES INC.

FIRST VICE PRESIDENT

direct

1994-12-01

H&F ADMINISTRATION III LLC

SHAREHOLDER

indirect

1994-12-01

H & F ADMINISTRATION IV LLC

SHAREHOLDER

indirect

1994-12-01

PINNACLE ASSET MANAGEMENT, L.P.

MEMBER

indirect

1994-12-01

OTTAWA AVENUE PRIVATE CAPITAL, LLC

SHAREHOLDER

indirect

1994-12-01

SANDPOINTE, LLC

MEMBER

indirect

1994-12-01

BRENTON INVESTMENTS, INC.

SHAREHOLDER

indirect

1995-01-01

POPULAR SECURITIES, INC.

DIRECTOR

direct

1995-05-01

NOVARE CAPITAL MANAGEMENT

MEMBER

indirect

1995-05-01

SOUND CAPITAL MANAGEMENT INC

MANAGING DIRECTOR

direct

1995-06-01

STAMPS, WOODSUM & CO. IV

LIMITED PARTNER

direct

1995-06-01

PROGRESSIVE INVESTMENT MANAGEMENT CORPORATION

SHAREHOLDER

direct

1995-06-01

CORRELL CO. INVESTMENT SERVICES CORP.

SECRETARY

direct

1995-07-01

PCJ INVESTMENT COUNSEL LTD.

PARTNERSHIP

direct

1995-07-01

POPULAR SECURITIES, INC.

DIRECTOR

direct

1995-08-01

NBC SECURITIES, INC.

VICE PRESIDENT

direct

1995-08-01

INVESTEC PMG CAPITAL

MANAGING DIRECTOR/TREASURER/CHIEF COMPLIANCE OFFICER

direct

1995-10-01

JAYHAWK PRIVATE EQUITY GP, L.P.

MANAGING MEMBER

indirect

1995-10-01

JGE CAPITAL MANAGEMENT, LLC

TRUST

indirect

1995-10-01

PENSION PORTFOLIO ADVISORS INC.

N/A

direct

1995-11-01

CORRELL CO. INVESTMENT SERVICES CORP.

SHAREHOLDER

direct

1995-11-01

MOSBY LINCOLN LC

MEMBER MANAGER

direct

1995-12-01

HHH INVESTMENT INC

PRESIDENT

direct

1995-12-01

SIFE

DIRECTOR/OWNER

direct

1995-12-01

KAUFMAN BROS., L.P.

direct

1995-12-01

OVERLOOK INVESTMENTS L.P.

GENERAL PARTNER

direct

1995-12-01

P. R. HERZIG & CO. INC.

BOARD OF DIRECTORS

direct

1995-12-01

P. R. HERZIG & CO. INC.

SHAREHOLDER

direct

1995-12-01

P. R. HERZIG & CO. INC.

TRUSTEE OF 2 TRUSTS

indirect

1995-12-01

RANSON CAPITAL CORPORATION

VP SEC.

direct

1996-01-01

OLYMPUS ADVISORS, LLC

MEMBER

direct

1996-01-01

FINANCIAL ADVISORY SERVICE INC

SHAREHOLDER

direct

1996-02-01

ACCESS FINANCIAL GROUP, INC.

OWNER

direct

1996-02-01

MIDWEST CAPITAL MANAGEMENT, INC.

PRESIDENT

direct

1996-03-01

CHAPLIN-MULLAUGH, INCORPORATED

CORPORATE SECRETARY

direct

1996-03-01

JGE CAPITAL MANAGEMENT, LLC

MEMBER

direct

1996-04-01

FINANCIAL ADVISORY SERVICE INC

JAMES G. DUSSOLD, TRUSTEE

direct

1996-05-01

WEXFORD CLEARING SERVICES CORPORATION

SENIOR VICE PRESIDENT- CROP

direct

1996-07-01

AMERICAN SUPERIOR CO

TRUST

direct

1996-07-01

PCJ INVESTMENT COUNSEL LTD.

PARTNERSHIP

direct

1996-07-01

DRV GROUP INC

PRESIDENT

direct

1996-08-01

THE BAKER GROUP, LP

VICE PRES/MANAGING DIRECTOR

direct

1996-08-01

PINKERTON RETIREMENT SPECIALISTS, LLC

OWNER

indirect

1996-09-01

PINKERTON RETIREMENT SPECIALISTS, LLC

OWNER

indirect

1996-09-01

CHARLES FISH INVESTMENTS, INC.

SHAREHOLDER

direct

1996-10-01

ORION FINANCIAL SERVICES, LLC

SHAREHOLDER

indirect

1996-11-01

MACEY-HOLLAND & CO., LLC

MANAGING MEMBER

direct

1996-12-01

BATCHELDER & PARTNERS, INC.

OWNER

direct

1997-01-01

NEUMEIER INVESTMENT COUNSEL LLC

MEMBER

direct

1997-01-01

ROSEMOUNT CAPITAL LIMITED

TRUSTEE

indirect

1997-01-01

FREMONT REALTY CAPITAL, L.P.

SHAREHOLDER

indirect

1997-02-01

JUNDT ASSOCIATES INC

TRUSTEE

direct

1997-03-01

OSTERWEIS CAPITAL MANAGEMENT LLC

MEMBER

direct

1997-03-01

JOHN MOORE & ASSOCIATES INC

SHAREHOLDER

direct

1997-03-01

FFR ADVISORY LLC

TRUSTEE

indirect

1997-03-01

S.A.I. CAPITAL MANAGEMENT, LLC

TRUSTEE

indirect

1997-03-01

SENTINEL ADVISORS LLC

MEMBER

direct

1997-04-01

PRINCIPAL

direct

1997-04-01

WAYZATA CAPITAL MANAGEMENT, INC.

SHAREHOLDER

direct

1997-05-01

STEVEN A. NOROIAN & ASSOCIATES, INC.

OWNER

direct

1997-05-01

WELTON INVESTMENT CORPORATION

SOLE SHAREHOLDER

direct

1997-05-01

WELTON INVESTMENT CORPORATION

SOLE SHAREHOLDER

indirect

1997-05-01

WELTON FUND ADVISORS LLC

SOLE SHAREHOLDER

indirect

1997-05-01

WELTON INVESTMENT PARTNERS LLC

SOLE SHAREHOLDER

indirect

1997-05-01

TRENDSTAT CAPITAL MANAGEMENT INC.

NO TITLE

direct

1997-06-01

POPULAR SECURITIES, INC.

DIRECTOR

direct

1997-07-01

KLOSTERMAN CAPITAL CORP

TRUST

direct

1997-07-01

MORGAN JESS S & CO INC

TRUST

direct

1997-07-01

THE CLIFTON GROUP INVESTMENT MANAGEMENT COMPANY

SHAREHOLDER

direct

1997-07-01

JONES COMMODITIES, INC.

SHAREHOLDER

direct

1997-08-01

FIRST WESTERN ADVISORS

PRESIDENT / DIRECTOR

direct

1997-10-01

STEPHEN JONES CAPITAL MANAGEMENT, INC.

90% SHAREHOLDER

direct

1997-11-01

JONES VILLALTA ASSET MANAGEMENT, LLC

90% SHAREHOLDER OF STEPHEN JONES CAPITAL MANAGEMENT, INC.

indirect

1997-11-01

IHP CAPITAL PARTNERS

SHAREHOLDER

direct

1997-12-01

TIFFANY CAPITAL ADVISORS INC

BOARD MEMBER

direct

1998-01-01

SAGE, RUTTY & CO., INC.

DIRECTOR

direct

1998-01-01

KURIYAMA & CO LLC

MEMBER

direct

1998-01-01

SUMMIT PARTNERS V, L.P.

LIMITED PARTNER

direct

1998-01-01

CWS CAPITAL PARTNERS LLC

SHAREHOLDER

direct

1998-01-01

THE BAUPOST GROUP, L.L.C.

MEMBER

direct

1998-01-01

IWAMOTO, KONG & CO., INC.

SHAREHOLDER

direct

1998-01-01

CWS CAPITAL PARTNERS LLC

SHAREHOLDER / MANAGING MEMBER

direct

1998-01-01

FINANCIAL ADVISORY SERVICE INC

DANIELLE G. MEIER AND JOHN A. MEIER, TRUSTEES

direct

1998-01-01

BJURMAN, BARRY & ASSOCIATES

SHAREHOLDER A CLASS

direct

1998-03-01

DE PRINCE, RACE & ZOLLO, INC.

SHAREHOLDER

direct

1998-03-01

BOULDER INVESTMENT ADVISERS LLC

MEMBER

indirect

1998-05-01

BNY ASSOCIATES INCORPORATED

DIRECTOR

direct

1998-05-01

FULLER & THALER ASSET MANAGEMENT INC

SHAREHOLDER

direct

1998-05-01

VALUE PARTNERS LTD

SHAREHOLDER

direct

1998-06-01

VALU-TRAC INVESTMENT RESEARCH LIMITED

OWNER

direct

1998-06-01

PRIVATE PORTFOLIO OF SAN DIEGO, INC.

VICE PRESIDENT

direct

1998-06-01

GREIG ASSOCIATES INC

VICE PRESIDENT

direct

1998-07-01

RWT INVESTMENT ADVISERS, INC.

100% SHAREHOLDER

direct

1998-07-01

KELLNER, DILEO & CO., L.P.

LIMITED PARTNER

direct

1998-07-01

WHITEGATE INVESTMENT COUNSELORS INC

SHAREHOLDER

direct

1998-07-01

TAYLOR, COTTRILL, ERICKSON AND ASSOCIATES, INC.

SHAREHOLDER

indirect

1998-07-01

OWNERSHIP ADVISORS, INC.

PRESIDENT

direct

1998-09-01

THE HOLLISTER ASSET MANAGEMENT CO, G.P.

GENERAL PARTNER

direct

1998-09-01

THE BAKER GROUP, LP

VICE PRES/MANAGING DIRECTOR

direct

1998-09-01

HAMMER ASSET MANAGEMENT LLC

TRUSTEE

indirect

1998-10-01

HAMMER ASSET MANAGEMENT LLC

TRUSTEE

direct

1998-10-01

CITY SECURITIES CORPORATION

DIRECTOR

direct

1998-11-01

ARNHOLD AND S. BLEICHROEDER, INC.

SENIOR VICE PRESIDENT & DIRECTOR

direct

1988-08-01

2000-11-09

ARNHOLD AND S. BLEICHROEDER, INC.

SENIOR VICE PRESIDENT & DIRECTOR

direct

1995-03-01

2000-11-09

FSC SECURITIES CORPORATION

DIRECTOR/CHAIRMAN

direct

1997-10-01

2000-12-15

J. BUSH & CO., INCORPORATED

DIRECTOR

direct

1970-09-01

2001-01-29

J. BUSH & CO., INCORPORATED

EXECUTIVE VICE PRESIDENT

direct

1998-03-01

2001-01-29

MACK INVESTMENT SECURITIES, INC.

TRUSTEE IS PRESIDENT

direct

1986-01-01

2001-01-30

FORUM SECURITIES, INC.

SHAREHOLDER

indirect

1990-07-01

2001-01-30

FORUM SECURITIES, INC.

VICE PRESIDENT/CFO

direct

1991-03-01

2001-01-30

RASKOB KAMBOURIAN FINANCIAL ADVISORS LTD

TREAURER

direct

1992-02-01

2001-01-30

CHASE INVESTMENT SERVICES CORP.

DIRECTOR

direct

1998-09-01

2001-01-30

AMERICAN FIDELITY ASSURANCE CO

SHAREHOLDER

indirect

1980-05-01

2001-01-31

AMERICAN FIDELITY ASSURANCE CO

DIRECTOR

direct

1984-04-01

2001-01-31

AMERICAN FIDELITY ASSURANCE CO

SENIOR VICE PRESIDENT

direct

1987-01-01

2001-01-31

AMERICAN FIDELITY ASSURANCE CO

SENIOR VICE PRESIDENT

direct

1987-02-01

2001-01-31

MOODY ALDRICH & SULLIVAN LLC

NON MEMBER

indirect

1988-06-01

2001-01-31

MOODY ALDRICH & SULLIVAN LLC

NON MEMBER

indirect

1988-06-01

2001-01-31

AMERICAN FIDELITY ASSURANCE CO

SENIOR VICE PRESIDENT

direct

1990-01-01

2001-01-31

AMERICAN FIDELITY ASSURANCE CO

DIRECTOR

direct

1992-01-01

2001-01-31

AMERICAN FIDELITY ASSURANCE CO

PRESIDENT/DIRECTOR

direct

1992-02-01

2001-01-31

MOODY ALDRICH & SULLIVAN LLC

NON MEMBER

indirect

1992-12-01

2001-01-31

AMERICAN FIDELITY ASSURANCE CO

SENIOR VICE PRESIDENT

direct

1994-01-01

2001-01-31

COUNTRY CAPITAL MANAGEMENT COMPANY

SENIOR VP MARKETING

direct

1996-10-01

2001-01-31

AMERICAN FIDELITY ASSURANCE CO

DIRECTOR

direct

1997-11-01

2001-01-31

AMERICAN FIDELITY ASSURANCE CO

SENIOR CHAIRMAN OF BOARD

direct

1998-01-01

2001-01-31

AMERICAN FIDELITY ASSURANCE CO

CH.BD./DIR/CEO

direct

1998-01-01

2001-01-31

JULIUS BAER SECURITIES INC.

CHAIRMAN

direct

1998-04-01

2001-01-31

AMERICAN FIDELITY ASSURANCE CO

DIRECTOR

direct

1998-07-01

2001-01-31

AMERICAN FIDELITY ASSURANCE CO

SENIOR VICE PRESIDENT

direct

1998-08-01

2001-01-31

CENTURION CAPITAL MANAGEMENT CORP

BENEFICIAL OWNER OF CCGI, COMMON

indirect

1997-12-01

2001-02-01

ESSEX LLC

SECRETARY

direct

1933-01-01

2001-02-23

COMMONWEALTH ADVISORS INC

SECRETARY

direct

1991-04-01

2001-02-28

HARTFORD INVESTMENT FINANCIAL SERVICES COMPANY

SENIOR VICE PRESIDENT & DIRECTOR- INVESTMENTS & DIRECTOR

direct

1996-12-01

2001-02-28

COMMONWEALTH ADVISORS INC

VICE PRESIDENT

direct

1997-02-01

2001-02-28

LINDNER ASSET MANAGEMENT INC

SHAREHOLDER

direct

1997-03-01

2001-02-28

MBIA CAPITAL MANAGEMENT CORP.

SENIOR MANAGING DIRECTOR

direct

1998-02-01

2001-02-28

ORLEANS CAPITAL MANAGEMENT CORP

PRESIDENT, DIRECT OWNER-COMMON & DIRECTOR

direct

1991-07-01

2001-03-01

MONTICELLO ASSOCIATES INC

PRESIDENT

direct

1992-07-01

2001-03-01

MONTICELLO ASSOCIATES INC

TREASURER

direct

1992-07-01

2001-03-01

WCM INVESTMENT MANAGEMENT

direct

1995-06-01

2001-03-01

THE ROBINSON-HUMPHREY COMPANY, LLC

SENIOR MANAGING DIRECTOR AND DIRECTOR

direct

1998-05-01

2001-03-13

PRINCOR FINANCIAL SERVICES CORPORATION

SENIOR VICE PRESIDENT

direct

1998-01-01

2001-03-15

PMG CAPITAL CORP.

MANAGING DIRECTOR

direct

1998-10-01

2001-03-15

DIVERSIFIED INVESTMENT ADVISORS INC

DIRECTOR, TREASURER & CHIEF FINANCIAL OFFICER

direct

1992-10-01

2001-03-16

BERGER & ASSOCIATES LLC

MANAGER & 50% OWNER

direct

1997-04-01

2001-03-16

ARMA FINANCIAL SERVICES, INC.

CHAIRMAN

direct

1986-04-01

2001-03-20

ARMA FINANCIAL SERVICES, INC.

SECRETARY

direct

1986-04-01

2001-03-20

ARMA FINANCIAL SERVICES, INC.

DIRECTOR

direct

1986-04-01

2001-03-20

ARMA FINANCIAL SERVICES, INC.

DIRECTOR

direct

1991-06-01

2001-03-20

ARMA FINANCIAL SERVICES, INC.

DIRECTOR

direct

1994-10-01

2001-03-20

ARMA FINANCIAL SERVICES, INC.

DIRECTOR

direct

1996-07-01

2001-03-20

TREECE INVESTMENT ADVISORY CORP

PRESIDENT, DIRECTOR, SECT, TREASURER

direct

1979-08-01

2001-03-23

COMMERCE CAPITAL MARKETS, INC.

EXECUTIVE VICE PRESIDENT

direct

1977-03-01

2001-03-26

COMMERCE CAPITAL MARKETS, INC.

MANAGING DIRECTOR

direct

1977-09-01

2001-03-26

ASSET MANAGEMENT ADVISORS, LLC

EXECUTIVE MANAGER

direct

1996-06-01

2001-03-26

AMERVEST CO INC

MANAGING DIRECTOR

direct

1993-01-01

2001-03-27

PMG CAPITAL CORP.

PRESIDENT

direct

1986-12-01

2001-03-29

PMG CAPITAL CORP.

VICE PRESIDENT ADMIN.

direct

1995-04-01

2001-03-29

PMG CAPITAL CORP.

MANAGING DIRECTOR

direct

1995-10-01

2001-03-29

VESTRUST SECURITIES L.P.

SHAREHOLDER

direct

1997-01-01

2001-03-29

FIRST WESTERN ADVISORS

VICE PRESIDENT/SECRETARY

direct

1997-10-01

2001-03-29

FIRST WESTERN ADVISORS

DIRECTOR

direct

1997-10-01

2001-03-29

KAHN BROTHERS & CO. INC.

STOCKHOLDER, DIRECTOR

direct

1978-07-01

2001-03-30

PROEQUITIES INC

DIRECTOR

direct

1997-01-01

2001-03-30

PROVIDENT NATIONAL ASSURANCE COMPANY

DIRECTOR

direct

1995-10-01

2001-04-02

PROVIDENT NATIONAL ASSURANCE COMPANY

DIRECTOR, EXECUTIVE VICE PRESIDENT - FINANCE

direct

1997-11-01

2001-04-02

PROVIDENT NATIONAL ASSURANCE COMPANY

VICE PRESIDENT AND SECRETARY

direct

1997-11-01

2001-04-02

RICHARD O. JONES

PRESIDENT/CEO

indirect

1993-07-01

2001-04-06

RICHARD O. JONES

SHAREHOLDER

direct

1993-12-01

2001-04-06

CENTURION TRUST COMPANY

SHAREHOLDER

indirect

1997-12-01

2001-04-12

TOWER SQUARE SECURITIES, INC.

VICE PRESIDENT

direct

1998-09-01

2001-04-19

ORION FINANCIAL SERVICES, LLC

MEMB ER OF LLC

direct

1997-08-01

2001-04-20

THE ADVISORS GROUP, INC.

CHAIRMAN OF BOARD OF DIRECTORS

direct

1988-08-01

2001-04-26

CONCOURSE CAPITAL CORPORATION

DIRECTOR

direct

1991-08-01

2001-04-27

TIMING STRATEGIES CORP

PRESIDENT

direct

1982-05-01

2001-04-30

CMS INVESTMENT RESOURCES, INC.

VICE PRESIDENT, GENERAL COUNSEL

direct

1986-06-01

2001-04-30

VALU TRAC INVESTMENT MANAGEMENT LTD

CHIEF EXECUTIVE

direct

1989-10-01

2001-04-30

VALU TRAC INVESTMENT MANAGEMENT LTD

NON-EXECUTIVE DIRECTOR

direct

1994-10-01

2001-04-30

CANTERBURY CAPITAL SERVICES, INC.

SECRETARY

direct

1995-11-01

2001-04-30

MILLAR ROBERT PETER WHARTON

COMPLIANCE OFFICER

direct

1995-12-01

2001-04-30

VALU TRAC INVESTMENT MANAGEMENT LTD

COMPLIANCE OFFICER

direct

1995-12-01

2001-04-30

SUNTRUST EQUITABLE SECURITIES CORPORATION

CROP

direct

1990-07-01

2001-05-03

TITAN INVESTMENT ADVISORS LLC

PARTNER

direct

1996-05-01

2001-05-15

SOVEREIGN HOLDINGS LLC

PRESIDENT

direct

1997-01-01

2001-05-16

SOVEREIGN HOLDINGS LLC

ADMINISTRATIVE PARTNER

direct

1997-01-01

2001-05-16

ROBOTTI & COMPANY, INCORPORATED

DIRECTOR & STOCKHOLDER

direct

1983-08-01

2001-05-24

ROBOTTI & COMPANY, INCORPORATED

STOCKHOLDER

direct

1987-09-01

2001-05-24

ROBOTTI & COMPANY, INCORPORATED

SROP, ROP

direct

1994-05-01

2001-05-24

ROGGE GLOBAL PARTNERS PLC

100% SHAREHOLDER OF UNITED ASSET MANAGEMENT UK HOLDINGS LIMITED

direct

1996-09-01

2001-05-24

ROBOTTI & COMPANY, INCORPORATED

SROP, ROP

direct

1997-09-01

2001-05-24

CANYON CAPITAL REALTY ADVISORS LLC

MEMBER

direct

1998-05-01

2001-06-12

THE ROBINSON-HUMPHREY COMPANY, LLC

EXECUTIVE VICE PRESIDENT AND DIRECTOR

direct

1997-05-01

2001-06-20

SPELMAN & CO., INC.

DIRECTOR

direct

1998-04-01

2001-06-20

THE MILLER FINANCIAL GROUP, INC.

SHAREHOLDER

indirect

1992-04-01

2001-06-25

A. G. EDWARDS & SONS, INC.

DIRECTOR OF HOLDING COMPANY

direct

1997-06-01

2001-06-26

COORDINATED ASSET PLANNING CO INC

CHEIF OPERATIONS OFFICER

direct

1989-05-01

2001-07-30

METROPOLITAN LIFE INSURANCE COMPANY

DIRECTOR

direct

1995-06-01

2001-07-30

KEENE & ASSOCIATES, INC.

PRESIDENT

direct

1994-09-01

2001-08-09

WILLIAMS C R INC

MANAGING DIRECTOR

direct

1994-06-01

2001-08-15

WILLIAMS C R INC

PRESIDENT

direct

1994-08-01

2001-08-15

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

EXECUTIVE VICE PRESIDENT, DIRECTOR OF UPG

direct

1987-08-01

2001-08-21

ST. BERNARD FINANCIAL SERVICES, INC.

SHAREHOLDER

direct

1994-03-01

2001-08-28

MEMORIAL INVESTMENT ADVISORS INC

VP AND CIO

direct

1998-09-01

2001-09-25

SYMMETRIC INVESTMENTS, INC.

5% + SHAREHOLDER

direct

1992-12-01

2001-09-26

ALLIANCE ADVISORY & SECURITIES, INC.

PRESIDENT

indirect

1987-07-01

2001-09-27

PMG CAPITAL CORP.

PRESIDENT AND CHIEF EXECUTIVE OFFICER

direct

1986-12-01

2001-10-01

PMG CAPITAL CORP.

MANAGING DIRECTOR

direct

1987-06-01

2001-10-01

PMG CAPITAL CORP.

MANAGING DIRECTOR

direct

1993-12-01

2001-10-01

PMG CAPITAL CORP.

MANAGING DIRECTOR AND TREASURER

direct

1995-10-01

2001-10-01

SMITH SHELLNUT WILSON LLC

PRINCIPAL

direct

1995-06-01

2001-10-22

SMITH SHELLNUT WILSON LLC

PRINCIPAL

direct

1998-08-01

2001-10-22

SALOMON SMITH BARNEY INC.

GENERAL COUNSEL - SMITH BARNEY ASSET MANAGEMENT, MANAGING DIRECTOR - SALOMON SMITH BARNEY INC.

direct

1995-07-01

2001-10-24

SALOMON SMITH BARNEY INC.

CHAIRMAN & CEO - SMITH BARNEY ASSET MANAGEMENT

direct

1997-08-01

2001-10-24

SALOMON SMITH BARNEY INC.

MANAGING DIRECTOR - SALOMON SMITH BARNEY, CHIEF INVESTMENT OFFICER - SMITH BARNEY ASSET MANAGEMENT

direct

1997-08-01

2001-10-24

CSFBDIRECT, INC.

DIRECTOR/CCO/CROP/SROP

direct

1996-08-01

2001-10-26

STEPHENS INC.

SHAREHOLDER PREFERRED B

indirect

1990-12-01

2001-10-31

STEPHENS INC.

SHAREHOLDER COMMON A

indirect

1990-12-01

2001-10-31

CBNY INVESTMENT SERVICES CORP.

SHAREHOLDER

indirect

1988-03-01

2001-11-01

FINARC LLC

SPOUSE

direct

1996-10-01

2001-11-29

THE MILLER FINANCIAL GROUP, INC.

SHAREHOLDER

indirect

1992-04-01

2001-11-30

CJ CAPITAL MANAGEMENT LLC

PRESIDENT

direct

1998-08-01

2001-12-07

ARNHOLD AND S. BLEICHROEDER, INC.

STOCKHOLDER

direct

1946-07-01

2001-12-10

ARNHOLD AND S. BLEICHROEDER, INC.

SENIOR VICE PRESIDENT & DIRECTOR

direct

1978-06-01

2001-12-10

ARNHOLD AND S. BLEICHROEDER, INC.

SENIOR VICE PRESIDENT, TREASURER & DIRECTOR

direct

1990-11-01

2001-12-10

ARNHOLD AND S. BLEICHROEDER, INC.

CO-CHAIRMAN OF THE BOARD

direct

1994-01-01

2001-12-10

ARNHOLD AND S. BLEICHROEDER, INC.

CO-PRESIDENT, SECRETARY & DIRECTOR

direct

1994-01-01

2001-12-10

ARNHOLD AND S. BLEICHROEDER, INC.

CO-PRESIDENT AND DIRECTOR

direct

1994-01-01

2001-12-10

ARNHOLD AND S. BLEICHROEDER, INC.

SENIOR VICE PRESIDENT , SROP/CROP

direct

1994-04-01

2001-12-10

TRENDLINE RESEARCH & MANAGEMENT CORP

DIRECTOR, VICE-PRESIDENT, SECRETARY/TREASURER

direct

1988-03-01

2001-12-12

TRENDLINE RESEARCH & MANAGEMENT CORP

DIRECTOR, PRESIDENT

direct

1988-03-01

2001-12-12

TREVOR STEWART BURTON & JACOBSEN INC

STOCKHOLDER

direct

1995-04-01

2001-12-18

COUNTRY CAPITAL MANAGEMENT COMPANY

VP COMMUNICATIONS & HUMAN RESOURCES

direct

1989-10-01

2001-12-20

COUNTRY CAPITAL MANAGEMENT COMPANY

VP INFO SYSTEMS

direct

1996-10-01

2001-12-20

COUNTRY CAPITAL MANAGEMENT COMPANY

CORPORATE CONTROLLER

direct

1997-03-01

2001-12-20

THURLOW CAPITAL MANAGEMENT, INC.

PRESIDENT

direct

1997-04-01

2002-01-03

THURLOW CAPITAL MANAGEMENT, INC.

VICE-PRESIDENT

direct

1997-04-01

2002-01-03

CENTURION HINDS INVESTMENT MANAGEMENT CORP

SHAREHOLDER OF CENTURION CAPITAL GROUP INC.

indirect

1997-12-01

2002-01-17

CATHOLIC FINANCIAL SERVICES CORP

CHAIRMAN, DIRECTOR

direct

1994-06-01

2002-01-23

CATHOLIC FINANCIAL SERVICES CORP

DIRECTOR

direct

1994-06-01

2002-01-23

NORTHERN TRUST SECURITIES, INC.

DIRECTOR

direct

1997-01-01

2002-01-23

CSFBDIRECT, INC.

DIRECTOR OF COMPLIANCE/CCO/CROP/SROP

direct

1996-08-01

2002-01-25

PRINCOR FINANCIAL SERVICES CORPORATION

DIRECTOR

direct

1998-01-01

2002-01-25

SUCCESSFUL RESOURCES MANAGEMENT LTD

VICE PRESIDENT

direct

1996-06-01

2002-02-05

COORDINATED ASSET PLANNING CO INC

PRESIDENT

direct

1984-01-01

2002-02-13

FERGUSON INVESTMENT CONSULTANTS INC

PRESIDENT

direct

1988-06-01

2002-02-13

COORDINATED ASSET PLANNING CO INC

CHIEF OPERATIONS OFFICER

direct

1989-05-01

2002-02-13

MCCORMACK ADVISORS INTERNATIONAL LLC

indirect

1973-12-01

2002-03-11

AMERICAN INVESTMENT SERVICES INC

TREASURER & SECRETARY

direct

1988-12-01

2002-03-15

HORSLEY BRIDGE PARTNERS, INC.

SHAREHOLDER

direct

1983-03-01

2002-03-19

HORSLEY BRIDGE PARTNERS, INC.

SHAREHOLDER

direct

1985-03-01

2002-03-19

PARNASSUS INVESTMENTS

DIRECTOR

direct

1984-06-01

2002-03-22

AMR INVESTMENT SERVICES, INC

SECRETARY

direct

1988-01-01

2002-03-25

MCCORMICK CAPITAL MANAGEMENT

V.P. FIXED INCOME

direct

1993-03-01

2002-03-26

CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD

SHAREHOLDER

direct

1995-01-01

2002-03-26

MCCORMICK CAPITAL MANAGEMENT

V.P. OPERATIONS

direct

1996-04-01

2002-03-26

LORD ANDREW CHARLES

SOLE PROPRIETOR

direct

1984-01-01

2002-03-27

GLEN RAUCH SECURITIES, INC.

SECRETARY/DIRECTOR

direct

1986-02-01

2002-03-27

CITISTREET ADVISORS LLC

VICE PRESIDENT, TREASURER, FINOP

direct

1991-05-01

2002-03-27

NATIONWIDE ADVISORY SERVICES, INC.

DIRECTOR

direct

1998-04-01

2002-03-27

GUARDIAN CAPITAL INC

MANAGING DIRECTOR

direct

1985-11-01

2002-03-28

GUARDIAN CAPITAL INC

MANAGING DIRECTOR

direct

1988-02-01

2002-03-28

FORUM SECURITIES, INC.

EXECUTIVE VICE PRESIDENT

direct

1989-01-01

2002-03-28

FORUM SECURITIES, INC.

DIRECTOR

direct

1989-02-01

2002-03-28

FORUM SECURITIES, INC.

SECRETARY

direct

1989-06-01

2002-03-28

FORUM SECURITIES, INC.

PRESIDENT/TREASURER/DIRECTOR/SROP/CROP

direct

1991-02-01

2002-03-28

FORUM SECURITIES, INC.

SENIOR VICE PRESIDENT/CFO

direct

1991-03-01

2002-03-28

FORUM SECURITIES, INC.

DIRECTOR

direct

1992-08-01

2002-03-28

GUARDIAN CAPITAL INC

MANAGING DIRECTOR

direct

1994-11-01

2002-03-28

GUARDIAN CAPITAL INC

MANAGING DIRECTOR

direct

1995-04-01

2002-03-28

INSTITUTIONAL SECURITIES CORPORATION

SECRETARY

direct

1996-05-01

2002-03-28

VALUE PARTNERS LTD

NON-EXECUTIVE DIRECTOR

direct

1998-06-01

2002-03-28

GUARDIAN CAPITAL ADVISORS INC

V.P., COMPLIANCE & SECRETARY

direct

1998-11-01

2002-03-28

EPG INC

SENIOR VICE PRESIDENT

direct

1998-01-01

2002-04-01

JMG CAPITAL MANAGEMENT, LLC

N/A

indirect

1998-04-01

2002-04-01

STIFEL, NICOLAUS & COMPANY, INCORPORATED

SHAREHOLDER

direct

1996-06-01

2002-04-02

WARNER GROUP, INC.

VICE PRESIDENT, DIRECTOR, SHAREHOLDER

direct

1996-05-01

2002-04-03

TACTICAL ALLOCATION SERVICES LLC

TRUST

direct

1996-04-01

2002-04-04

BRENTON INVESTMENTS, INC.

SHAREHOLDER

indirect

1995-01-01

2002-04-17

MUHLENKAMP & CO INC

SHAREHOLDER

direct

1983-02-01

2002-04-22

DIVERSIFIED INVESTMENT ADVISORS INC

DIRECTOR & PRESIDENT

direct

1992-10-01

2002-04-30

DIVERSIFIED INVESTMENT ADVISORS INC

SECRETARY

direct

1994-01-01

2002-04-30

LINDNER CAPITAL MANAGEMENT, LLC

52% SHAREHOLDER

indirect

1997-03-01

2002-04-30

CHAPEL HILL CAPITAL MANAGEMENT INC

PRESIDENT

direct

1997-12-01

2002-05-03

ARISTA INVESTMENT ADVISORS, LTD.

PRESIDENT

direct

1988-11-01

2002-05-06

ARISTA INVESTMENT ADVISORS, LTD.

SECRETARY

direct

1988-11-01

2002-05-06

ARISTA INVESTMENT ADVISORS, LTD.

VICE-PRESIDENT

direct

1996-04-01

2002-05-06

PINNACLE FUND MANAGEMENT LLC

NONE

direct

1997-03-01

2002-05-06

SUCCESSFUL MONEY STRATEGIES INC

CHIEF INVESTMENT OFFICER

direct

1993-03-01

2002-05-07

WESTBOURNE INVESTMENTS, INC.

BENEFICIAL OWNER

direct

1997-09-01

2002-05-14

WESTBOURNE INVESTMENTS, INC.

BENEFICIAL OWNER

direct

1997-12-01

2002-05-14

PLANNERS FINANCIAL SERVICES, INC.

BOARD MEMBER

direct

1984-03-01

2002-05-24

PACIFIC CAPITAL PLANNING COMPANY

OWNER

direct

1997-09-01

2002-05-24

A. G. EDWARDS & SONS, INC.

DIRECTOR, SENIOR VICE PRESIDENT, ASSISTANT SECRETARY

direct

1998-03-01

2002-05-31

R.V. KUHNS & ASSOCIATES, INC.

TREASURER

indirect

1986-01-01

2002-06-25

FIRST ALLIED SECURITIES, INC.

SHAREHOLDER

indirect

1994-10-01

2002-07-22

TRUSTED SECURITIES ADVISORS CORP.

CHAIRMAN AND DIRECTOR

direct

1998-08-01

2002-07-24

AMERICAN GENERAL FINANCIAL ADVISORS, INC.

ASSISTANT TREASURER

direct

1998-08-01

2002-08-29

EQUITY ANALYSTS INC.

SHAREHOLDER

direct

1998-09-01

2002-09-20

THE MILLER FINANCIAL GROUP, INC.

SHAREHOLDER

indirect

1992-04-01

2002-09-23

1717 CAPITAL MANAGEMENT COMPANY

DIRECTOR

direct

1998-11-01

2002-09-26

KILLIAN ASSET MANAGEMENT CORP

PRESIDENT

direct

1987-04-01

2002-10-11

ABSOLUTE RETURN ADVISORS, LTD.

CROP/SROP/VP

direct

1996-12-01

2002-10-14

MCCORMACK ADVISORS INTERNATIONAL LLC

indirect

1973-12-01

2002-10-16

METROPOLITAN LIFE INSURANCE COMPANY

DIRECTOR

direct

1980-03-01

2002-10-21

METROPOLITAN LIFE INSURANCE COMPANY

DIRECTOR

direct

1980-11-01

2002-10-21

METROPOLITAN LIFE INSURANCE COMPANY

DIRECTOR

direct

1983-02-01

2002-10-21

ARTHURS, LESTRANGE & COMPANY INCORPORATED

OUTSIDE SHAREHOLDER

direct

1986-03-01

2002-10-31

SANDALWOOD SECURITIES, INC.

SHAREHOLDER

direct

1997-12-01

2002-10-31

SANDALWOOD SECURITIES, INC.

SHAREHOLDERS

direct

1997-12-01

2002-10-31

BERGER & ASSOCIATES LLC

MANAGER & 100% OWNER

direct

1997-04-01

2002-12-04

MUHLENKAMP & CO INC

SHAREHOLDER

indirect

1983-02-01

2002-12-18

THE DANFORTH ASSOCIATES, INC

VICE PRESIDENT & DIRECTOR

direct

1994-09-01

2002-12-20

COUNTRY CAPITAL MANAGEMENT COMPANY

CHAIRMAN OF THE BOARD & DIRECTOR

direct

1994-10-01

2003-01-02

COUNTRY CAPITAL MANAGEMENT COMPANY

GENERAL COUNSEL & SECRETARY

direct

1996-08-01

2003-01-02

COUNTRY CAPITAL MANAGEMENT COMPANY

SENIOR VP & CHIEF FINANCIAL OFFICER

direct

1996-10-01

2003-01-02

COUNTRY CAPITAL MANAGEMENT COMPANY

VP FINANCE & TREASURER

direct

1998-11-01

2003-01-02

L ROY PAPP & ASSOCIATES

GENERAL PARTNER

direct

1992-01-01

2003-01-10

MEMORIAL INVESTMENT ADVISORS INC

PRESIDENT AND CEO

direct

1998-10-01

2003-01-14

MEMORIAL INVESTMENT ADVISORS INC

VP AND CFO

direct

1998-10-01

2003-01-14

LAUREL MANAGEMENT CO LLC

MEMBER

direct

1995-07-01

2003-01-15

CLARK FINANCIAL SERVICES GROUP INC

PRESIDENT

direct

1987-01-01

2003-01-24

ROLF ADLER GROUP INC

PRESIDENT

direct

1987-12-01

2003-01-25

FINANCIAL ADVISORY SERVICE INC

SHAREHOLDER

direct

1984-01-01

2003-02-05

C.E. UNTERBERG, TOWBIN (A CALIFORNIA LIMITED PARTNERSHIP)

DIRECTOR OF COMPLIANCE

direct

1997-03-01

2003-02-07

THE DANFORTH ASSOCIATES, INC

DIRECTOR

direct

1994-09-01

2003-02-14

GURUN, INC.

PRESIDENT

direct

1986-03-01

2003-02-27

TIFFANY CAPITAL ADVISORS INC

BOARD MEMBER

direct

1992-07-01

2003-03-03

WILLINGHAM ASSET MANAGEMENT INC

PRESIDENT

direct

1995-11-01

2003-03-03

JULIUS BAER SECURITIES INC.

SENIOR VICE PRESIDENT

direct

1994-12-01

2003-03-14

JULIUS BAER SECURITIES INC.

DIRECTOR

direct

1996-05-01

2003-03-14

THE DE BURLO GROUP,INC.

PRESIDENT

direct

1987-10-01

2003-03-18

THE DE BURLO GROUP,INC.

SECRETARY

direct

1987-10-01

2003-03-18

THE DE BURLO GROUP,INC.

DIRECTOR

direct

1987-10-01

2003-03-18

THE DE BURLO GROUP,INC.

SENIOR VICE PRESIDENT

direct

1996-03-01

2003-03-18

PERKINS, WOLF, MCDONNELL & CO.

SHAREHOLDER

direct

1983-03-01

2003-03-26

KEENE & ASSOCIATES, INC.

PRESIDENT, DIRECTOR

direct

1994-09-01

2003-03-26

HORSLEY BRIDGE PARTNERS, INC.

SHAREHOLDER CLASS A & B SHARES

direct

1985-03-01

2003-03-27

NVEST FUNDS MANAGEMENT LP

GENERAL PARTNER

direct

1995-01-01

2003-03-27

CJ CAPITAL MANAGEMENT LLC

MEMBER, PRESIDENT

direct

1998-08-01

2003-03-27

BUCKINGHAM CAPITAL MANAGEMENT INC

DIRECTOR

direct

1985-05-01

2003-03-28

COMMERCE CAPITAL MARKETS, INC.

EXECUTIVE VICE PRESIDENT

direct

1972-05-01

2003-03-31

ATLANTIC CAPITAL MANAGEMENT LTD

VICE PRESIDENT

direct

1990-08-01

2003-03-31

ATLANTIC CAPITAL MANAGEMENT LTD

CORPORATE SECRETARY

direct

1992-04-01

2003-03-31

FIRST WESTERN ADVISORS

PRESIDENT

direct

1997-10-01

2003-04-02

J. BUSH & CO., INCORPORATED

PRESIDENT / DIRECTOR

direct

1998-03-01

2003-04-03

HORNOR, TOWNSEND & KENT, INC.

DIRECTOR

direct

1998-05-01

2003-04-08

BERGER & ASSOCIATES LLC

MANAGING DIRECTOR

direct

1997-04-01

2003-04-16

PENSION CONSULTING ALLIANCE INC

PRINCIPAL

direct

1995-10-01

2003-05-02

TWEEDY, BROWNE COMPANY LLC

MANAGING DIRECTOR

direct

1997-10-01

2003-05-07

JULIUS BAER SECURITIES INC.

SHAREHOLDER

direct

1962-11-01

2003-05-20

HARBOUR INVESTMENTS, INC.

VICE PRESIDENT, SECRETARY

direct

1992-04-01

2003-06-13

HARBOUR INVESTMENTS, INC.

CCO

direct

1994-05-01

2003-06-13

HARBOUR INVESTMENTS, INC.

VICE PRESIDENT

direct

1997-03-01

2003-06-13

BRILL SECURITIES, INC.

VP., TRES., SEC., ,CHIEF OPERATING OFFICER

direct

1987-06-01

2003-06-30

SIGNATOR INVESTORS, INC.

VICE PRESIDENT

direct

1998-09-01

2003-07-03

MECHTENBERG FINANCIAL GROUP INC

SHAREHOLDER

direct

1980-01-01

2003-07-14

DEVON ADVISORS INC

PRESIDENT

direct

1998-07-01

2003-07-30

L ROY PAPP & ASSOCIATES

GENERAL PARTNER

direct

1991-01-01

2003-08-06

L ROY PAPP & ASSOCIATES

GENERAL PARTNER

direct

1989-10-01

2003-08-28

L ROY PAPP & ASSOCIATES

GENERAL PARTNER

direct

1993-01-01

2003-08-28

L ROY PAPP & ASSOCIATES

GENERAL PARTNER

direct

1996-01-01

2003-08-28

CHARLES SCHWAB & CO., INC.

SENIOR VICE PRESIDENT - GENERAL COUNSEL

direct

1997-07-01

2003-09-11

METROPOLITAN LIFE INSURANCE COMPANY

SENIOR VICE PRESIDENT

direct

1998-03-01

2003-09-17

THE DANFORTH ASSOCIATES, INC

CHAIRMAN & DIRECTOR

direct

1949-01-01

2003-09-25

THE DANFORTH ASSOCIATES, INC

PRESIDENT & DIRECTOR

direct

1994-08-01

2003-09-25

MONEY CONCEPTS CAPITAL CORP

CHAIRMAN

direct

1982-06-01

2003-10-27

MONEY CONCEPTS CAPITAL CORP

SHAREHOLDER

indirect

1982-06-01

2003-10-27

UBOC INVESTMENT SERVICES, INC.

DIRECTOR

direct

1993-02-01

2003-10-27

ARTISAN PARTNERS LIMITED PARTNERSHIP

GENERAL PARTNER OF SUTTER HILL PARTNERS L.P.

indirect

1991-07-01

2003-11-18

ARTISAN PARTNERS LIMITED PARTNERSHIP

GENERAL PARTNER OF SUTTER HILL PARTNERS L.P.

indirect

1995-01-01

2003-11-18

ROGGE GLOBAL PARTNERS PLC

100% OWNER OF UNITED ASSET MANAGEMENT UK HOLDINGS LIMITED

indirect

1996-09-01

2003-11-18

ARTISAN PARTNERS LIMITED PARTNERSHIP

LIMITED PARTNER OF SUTTER HILL PARTNERS L.P.

indirect

1998-01-01

2003-11-18

ARTISAN PARTNERS LIMITED PARTNERSHIP

GENERAL PARTNER OF SUTTER HILL PARTNERS L.P.

indirect

1998-01-01

2003-11-18

AMERICAN INSTITUTIONAL REALTY ADVISORS

OWNER

direct

1992-12-01

2003-12-17

CITIGROUP GLOBAL MARKETS INC.

CHIEF INVESTMENT OFFICER, U.S. RETAIL & HIGH NET WORTH - CITIGROUP ASSET MGMT

direct

1997-09-01

2003-12-18

CAPITAL MANAGEMENT CONSULTING, LLC

CO-PRESIDENT

direct

1996-07-01

2004-01-02

SUCCESSFUL MONEY STRATEGIES INC

PRESIDENT

direct

1993-03-01

2004-01-07

WARFIELD ASSOCIATES, INC.

CORPORATE SECRETARY

direct

1988-11-01

2004-01-13

BJURMAN, BARRY & ASSOCIATES

SHAREHOLDER

direct

1998-03-01

2004-01-15

TRF INVESTMENTS INC

PRESIDENT

direct

1992-03-01

2004-01-20

PPS & V ASSET MANAGEMENT CONSULTANTS INC

PRESIDENT

direct

1991-09-01

2004-01-22

AMERISTOCK CORP

SHAREHOLDER

direct

1995-06-01

2004-02-03

MADISON PORTFOLIO CONSULTANTS INC.

PRESIDENT, DIRECTOR

direct

1990-12-01

2004-02-26

SULLIVAN, MORRISSEY & MICKLE SECURITIES CORP.

CHAIRMAN, DIRECTOR

direct

1978-08-01

2004-03-08

LORD ANDREW CHARLES

MEMBER

direct

1984-01-01

2004-03-09

TOWER EQUITIES, INC.

TRUSTEE OF JUDITH D BON REVOCABLE LIVING TRUST

direct

1992-12-01

2004-03-25

FRANK RUSSELL CAPITAL INC.

GENERAL COUNSEL, SECRETARY, DIRECTOR

direct

1994-11-01

2004-03-25

FISHMAN JAY A LTD

PRESIDENT

direct

1983-09-01

2004-03-26

BAXTER FINANCIAL CORPORATION

SECRETARY

direct

1989-04-01

2004-03-26

SPRING CREEK INVESTMENT ADVISORS, INC.

PRESIDENT

direct

1994-10-01

2004-03-26

ORION CAPITAL MANAGEMENT INC

PRESIDENT

direct

1991-05-01

2004-03-29

SYSTEMATIC FINANCIAL MANAGEMENT LP

CHIEF INVESTMENT OFFICER AND SENIOR MANAGING DIRECTOR

direct

1996-07-01

2004-03-29

SYSTEMATIC FINANCIAL MANAGEMENT LP

MANAGING DIRECTOR AND SENIOR PORTFOLIO MANAGER

direct

1996-07-01

2004-03-29

ORION CAPITAL MANAGEMENT INC

SECRETARY/TREASURER

direct

1997-01-01

2004-03-29

LAFAYETTE INVESTMENTS, INC.

SECRETARY

direct

1988-05-01

2004-03-30

WALL STREET ASSOCIATES

SHAREHOLDER

direct

1991-12-01

2004-03-30

TAKAKI CLOSE & ASSOCIATES, LTD.

PRESIDENT

direct

1993-04-01

2004-03-30

TAKAKI CLOSE & ASSOCIATES, LTD.

DIRECTOR

direct

1993-04-01

2004-03-30

LAFAYETTE INVESTMENTS, INC.

DIRECTOR

direct

1998-05-01

2004-03-30

COMMERCE CAPITAL MARKETS, INC.

PRESIDENT/CEO/DIRECTOR

direct

1971-10-01

2004-03-31

ORLEANS CAPITAL MANAGEMENT CORP

VICE PRESIDENT, DIRECT OWNER-COMMON & DIRECTOR

direct

1991-11-01

2004-03-31

ORLEANS CAPITAL MANAGEMENT CORP

VICE PRESIDENT, DIRECT OWNER-PFD, & DIRECTOR

direct

1994-02-01

2004-03-31

COMMERCE CAPITAL MARKETS, INC.

SENIOR VP/DIRECTOR

direct

1998-03-01

2004-03-31

COMMERCE CAPITAL MARKETS, INC.

CFO/SECRETARY/FINOP

direct

1998-09-01

2004-03-31

AMERICAN INVESTMENT SERVICES INC

BOARD CHAIRMAN & DIRECTOR

direct

1998-10-01

2004-03-31

COMMERCE CAPITAL MARKETS, INC.

COMPLIANCE OFFICER

direct

1998-11-01

2004-03-31

COOPER LARRY CLARK

SOLE PROPRIETOR

direct

1983-10-01

2004-04-02

C.E. UNTERBERG, TOWBIN LLC

PRESIDENT

indirect

1989-05-01

2004-04-22

MORSE WILLIAMS & CO. INC.

MANAGING DIRECTOR

direct

1992-05-01

2004-04-29

PENSION CONSULTING ALLIANCE INC

PRINCIPAL

direct

1992-08-01

2004-05-13

WILLIAM MANN CO INC

PRESIDENT

direct

1989-05-01

2004-06-22

CAPITAL BUILDERS ADVISORY SERVICES INC

DIRECTOR/PRESIDENT

direct

1977-01-01

2004-06-29

SUCCESSFUL MONEY STRATEGIES INC

PRESIDENT/CHIEF COMPLIANCE OFFICER

direct

1993-03-01

2004-07-06

POPULAR SECURITIES, INC.

CFO

direct

1997-09-01

2004-07-19

METROPOLITAN LIFE INSURANCE COMPANY

DIRECTOR

direct

1985-05-01

2004-07-26

LEGACY FINANCIAL GROUP, INC.

PRESIDENT AND DIRECTOR

direct

1998-11-01

2004-08-03

SAFECO INVESTMENT SERVICES, INC.

ASSISTANT SECRETARY

direct

1998-02-01

2004-08-05

METROPOLITAN LIFE INSURANCE COMPANY

DIRECTOR

direct

1998-06-01

2004-08-05

FINDELL & CO INC

PRESIDENT

direct

1987-01-01

2004-08-24

MOODY INVESTMENT ADVISORS, INC.

PRESIDENT

direct

1995-01-01

2004-08-27

COMMONWEALTH ADVISORS INC

VICE PRESIDENT

direct

1994-12-01

2004-09-02

THE WEIL COMPANY

TRUSTEE OF THE WEIL FAMILY TRUST OF 1980

direct

1980-09-01

2004-09-09

DANDA FINANCIAL SERVICES, INC.

PRESIDENT

direct

1992-01-01

2004-09-15

CARDINAL CAPITAL MANAGEMENT INC

CHEIF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER

direct

1992-01-01

2004-10-06

MORSE WILLIAMS & CO. INC.

MANAGING DIRECTOR/COMPLIANCE OFFICER

direct

1992-05-01

2004-10-07

MORSE WILLIAMS & CO. INC.

MANAGING DIRECTOR & PRINCIPAL

direct

1996-12-01

2004-10-07

PRIMECAP MANAGEMENT CO

CHAIRMAN

direct

1983-09-01

2004-10-26

PRIMECAP MANAGEMENT CO

VICE CHAIRMAN

direct

1983-09-01

2004-10-26

PRIMECAP MANAGEMENT CO

PRESIDENT

direct

1983-09-01

2004-10-26

PRIMECAP MANAGEMENT CO

EXECUTIVE VICE PRESIDENT

direct

1986-07-01

2004-10-26

CAPITAL MANAGEMENT ASSOCIATES INC

PRESIDENT

direct

1996-04-01

2004-11-02

CAPITAL MANAGEMENT ASSOCIATES INC

SECRETARY/TREASURER

direct

1996-04-01

2004-11-02

HORNOR, TOWNSEND & KENT, INC.

COUNSEL

direct

1998-11-01

2004-11-23

THE PROGRAM WORKS, INC.

CHAIRMAN

direct

1990-11-01

2004-11-29

UNITED AMERICAN SECURITIES, INC.

NONE

direct

1987-11-01

2004-12-03

UNITED AMERICAN SECURITIES, INC.

NONE

direct

1988-01-01

2004-12-03

C.E. UNTERBERG, TOWBIN LLC

MANAGING DIRECTOR

indirect

1989-05-01

2004-12-07

FINANCIAL ADVISORY SERVICE INC

PRESIDENT, DIRECTOR SHAREHOLDER

direct

1983-02-01

2004-12-15

FINANCIAL DESIGNS CORPORATION

VICE PRESIDENT, SECRETARY

direct

1981-03-01

2004-12-16

FOLGER NOLAN FLEMING DOUGLAS INCORPORATED

LIMITED PARTNERSHIP

indirect

1984-05-01

2005-01-04

D.J. ST. GERMAIN CO., INC.

VICE PRESIDENT

direct

1987-06-01

2005-01-07

D.J. ST. GERMAIN CO., INC.

DIRECTOR

direct

1988-03-01

2005-01-07

WILEN MANAGEMENT CO INC

CORPORATION

indirect

1984-07-01

2005-01-21

ANDREW J. SOTER

OWNER

direct

1988-09-01

2005-01-25

METROPOLITAN LIFE INSURANCE COMPANY

SENIOR EXECUTIVE VICE PRESIDENT & CAO

direct

1998-03-01

2005-02-01

DFC FINANCIAL GROUP INC

PRESIDENT

direct

1983-01-01

2005-02-03

WILEN MANAGEMENT CO INC

PRESIDENT

direct

1984-07-01

2005-02-03

WILEN MANAGEMENT CO INC

SECRETARY/TREASURER

direct

1984-07-01

2005-02-03

WILEN MANAGEMENT CO INC

CHIEF COMPLIANCE OFFICER

direct

1984-07-01

2005-02-03

MORSE WILLIAMS & CO. INC.

PRESIDENT/CEO

direct

1984-05-01

2005-02-11

MORSE WILLIAMS & CO. INC.

PORTFOLIO STRATEGIST

direct

1986-05-01

2005-02-11

MORSE WILLIAMS & CO. INC.

MANAGING DIRECTOR/PRINCIPAL/COMPLIANCE OFFICER

direct

1992-05-01

2005-02-11

MORSE WILLIAMS & CO. INC.

MANAGING DIRECTOR/PRINCIPAL

direct

1996-12-01

2005-02-11

DARTMOUTH CAPITAL ADVISORS, INC.

CHIEF COMPLIANCE OFFICER

direct

1995-12-01

2005-02-17

FINCH JAMES AUSTIN III

PRINCIPAL

direct

1994-12-01

2005-02-22

ARTISAN PARTNERS LIMITED PARTNERSHIP

LIMITED PARTNER

direct

1994-11-01

2005-03-01

AMR INVESTMENT SERVICES, INC

VICE PRESIDENT & COMPLIANCE OFFICER

direct

1995-07-01

2005-03-01

ASSET MANAGEMENT ADVISORS, LLC

EXECUTIVE MANAGER

direct

1996-03-01

2005-03-03

ASSET MANAGEMENT ADVISORS, LLC

CHIEF COMPLIANCE OFFICER

direct

1996-03-01

2005-03-10

AMERICAN INVESTMENT SERVICES INC

DIRECTOR

direct

1989-07-01

2005-03-11

BAXTER FINANCIAL CORPORATION

SECRETARY AND CCO

direct

1989-04-01

2005-03-17

SULLIVAN, MORRISSEY & MICKLE SECURITIES CORP.

PRESIDENT, DIRECTOR

direct

1978-11-01

2005-03-21

BOXER LAURA JUDITH

OWNER

direct

1986-01-01

2005-03-21

ADVISORY ONE, INC.

PRESIDENT

direct

1993-08-01

2005-03-23

C.E. UNTERBERG, TOWBIN (A CALIFORNIA LIMITED PARTNERSHIP)

CHIEF FINANCIAL OFFICER

direct

1998-07-01

2005-03-23

HAMILTON ADVISORS INC

PRESIDENT

direct

1981-01-01

2005-03-25

KETTLER JAMES ROBERT

OWNER

direct

1992-10-01

2005-03-25

DOWSE SECURITIES MANAGEMENT CORP

PRESIDENT

direct

1978-04-01

2005-03-28

SPECTRUM CAPITAL MANAGEMENT

GENERAL PARTNER

direct

1987-01-01

2005-03-28

FAGAN ASSOCIATES INC

PRESIDENT

direct

1989-08-01

2005-03-28

CARDINAL CAPITAL MANAGEMENT INC

CHAIRMAN, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER

direct

1992-01-01

2005-03-28

BUCKINGHAM CAPITAL MANAGEMENT INC

PRESIDENT, CHIEF INVESTMENT OFFICER; DIRECTOR

direct

1985-05-01

2005-03-30

BUCKINGHAM CAPITAL MANAGEMENT INC

PRESIDENT; CHAIRMAN; DIRECTOR AND SHAREHOLDER

indirect

1985-05-01

2005-03-30

BUCKINGHAM CAPITAL MANAGEMENT INC

CHAIRMAN

direct

1988-08-01

2005-03-30

SYSTEMATIC FINANCIAL MANAGEMENT LP

CHIEF OPERATING OFFICER

direct

1998-05-01

2005-03-30

STANLEY D J & CO INC

PRESIDENT

direct

1976-05-01

2005-03-31

AMERICAN BEACON ADVISORS, INC.

VICE PRESIDENT & CHIEF LEGAL OFFICER

direct

1995-07-01

2005-03-31

POPULAR SECURITIES, INC.

MANAGING DIRECTOR

direct

1995-08-01

2005-03-31

VICE PRESIDENT

direct

1997-04-01

2005-03-31

OCCAM CAPITAL MANAGEMENT, LLC

CHIEF EXECUTIVE OFFICER

direct

1998-07-01

2005-03-31

REAL ESTATE RESEARCH CORP

CEO

direct

1996-12-01

2005-04-08

HOTCHKIS AND WILEY CAPITAL MANAGEMENT, LLC

SHAREHOLDER COMMON A

indirect

1988-01-01

2005-05-02

J. BUSH & CO., INCORPORATED

CHAIRMAN, CHIEF EXECUTIVE OFFICER

direct

1970-07-01

2005-05-06

J. BUSH & CO., INCORPORATED

DIRECTOR

direct

1997-10-01

2005-05-06

J. BUSH & CO., INCORPORATED

SHAREHOLDER

indirect

1997-10-01

2005-05-06

MBIA CAPITAL MANAGEMENT CORP.

TREASURER AND DIRECTOR

direct

1994-01-01

2005-05-13

MBIA CAPITAL MANAGEMENT CORP.

CHAIRMAN, DIRECTOR

direct

1998-02-01

2005-05-13

FIRST WESTERN ADVISORS

FINOPS PRINCIPAL

direct

1997-10-01

2005-05-19

FIRST WESTERN ADVISORS

VP/EXECUTIVE OFFICER

direct

1997-10-01

2005-05-19

BORTHWICK ASSOCIATES, INC.

SECRETARY/TREASURER

direct

1982-01-01

2005-05-24

J. BUSH & CO., INCORPORATED

PRESIDENT, CHIEF EXECUTIVE OFFICER, CHAIRMAN AND CHIEF COMPLIANCE OFFICER

direct

1970-07-01

2005-06-06

FERGUSON INVESTMENT CONSULTANTS INC

VICE PRESIDENT

direct

1988-06-01

2005-06-14

ASSET STRATEGY CONSULTANTS LLC

PRINCIPAL

direct

1992-07-01

2005-06-16

LEIST ALAN R PLANNING GROUP INC

PRESIDENT

indirect

1998-09-01

2005-06-20

LEIST ALAN R PLANNING GROUP INC

PRESIDENT

direct

1998-09-01

2005-06-20

SAUNDERS RETIREMENT ADVISORS, INC.

PRESIDENT

direct

1993-04-01

2005-06-29

RUNDE $ CO INCORPORATED

PRESIDENT

direct

1992-11-01

2005-06-30

THE PEACH CORPORATION

PRESIDENT

direct

1996-01-01

2005-07-21

GALOVICH FINANCIAL PLANNING SERVICES INC

COMPLIANCE OFFICER

direct

1985-06-01

2005-08-03

JONAS BRITTAIN GLENN INC.

PRESIDENT

direct

1998-08-01

2005-08-15

HART ADVISERS INC

CHAIRMAN/CEO

direct

1987-12-01

2005-08-16

HART ADVISERS INC

PRESIDENT AND COO

direct

1987-12-01

2005-08-16

HART ADVISERS INC

EXECUTIVE VICE PRESIDENT

direct

1987-12-01

2005-08-16

KARK M Z & ASSOCIATES INC

97.5% SHAREHOLDER

direct

1989-07-01

2005-09-06

BILLEAUD CAPITAL MANAGEMENT INC

PRESIDENT

direct

1991-10-01

2005-09-06

BILLEAUD CAPITAL MANAGEMENT INC

PRESIDENT & CHIEF COMPLIANCE OFFICER

direct

1991-10-01

2005-09-06

SYSTEMATIC FINANCIAL MANAGEMENT LP

CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER

direct

1998-05-01

2005-09-07

CHARTER CAPITAL MANAGEMENT, INC.

CEO, DIRECTOR, CCO FOR REGISTERED INVESTMENT ADVISORY FIRM ONLY

direct

1990-01-01

2005-09-12

CHECK CAPITAL MANAGEMENT INC

PRESIDENT

direct

1990-01-01

2005-09-15

STEPHENS INC.

SHAREHOLDER PREFERRED B

indirect

1986-12-01

2005-09-16

STEPHENS INC.

SHAREHOLDER COMMON A

indirect

1988-01-01

2005-09-16

CAPITAL BUILDERS ADVISORY SERVICES INC

DIRECTOR

direct

1977-01-01

2005-09-20

CAPITAL BUILDERS ADVISORY SERVICES INC

DIRECTOR/CCO/PRESIDENT

direct

1977-01-01

2005-09-20

IPSWICH INVESTMENT MANAGEMENT COMPANY, INC.

OWNER

direct

1986-02-01

2005-09-21

ASSET STRATEGY CONSULTANTS LLC

PRINCIPAL, CHIEF COMPLIANCE OFFICER

direct

1992-07-01

2005-09-30

FRANK RUSSELL CAPITAL INC.

GENERAL COUNSEL, SECRETARY

direct

1994-11-01

2005-10-14

AMERICAN INSTITUTIONAL REALTY ADVISORS

OWNER

indirect

1995-05-01

2005-10-14

AMERICAN INSTITUTIONAL REALTY ADVISORS

SOLE TRUSTEE

indirect

1995-05-01

2005-10-14

REDSTONE CONSULTING LLC

LIMITED PARTNER

indirect

1998-08-01

2005-10-31

LINSCO/PRIVATE LEDGER CORP.

DIRECTOR

direct

1989-04-01

2005-11-29

PPS & V ASSET MANAGEMENT CONSULTANTS INC

CHIEF COMPLIANCE OFFICER

direct

1991-09-01

2005-12-05

SULLIVAN,MORRISSEY & MICKLE CAPITAL MANAGEMENT CORP.

CHAIRMAN, DIRECTOR, CCO

direct

1978-08-01

2005-12-07

LEIST ALAN R PLANNING GROUP INC

PRESIDENT/SECRETARY

indirect

1998-09-01

2005-12-08

LEIST ALAN R PLANNING GROUP INC

PRESIDENT/SECRETARY

direct

1998-09-01

2005-12-08

MUHLENKAMP & CO INC

DIRECTOR/PRESIDENT

direct

1981-08-01

2005-12-20

MUHLENKAMP & CO INC

DIRECTOR

direct

1982-07-01

2005-12-20

GREAT LAKES ADVISORS, INC.

SHAREHOLDER/DIRECTOR, CHAIRMAN OF THE BOARD

direct

1990-05-01

2006-01-05

GREAT LAKES ADVISORS, INC.

DIRECTOR

direct

1996-10-01

2006-01-05

LEWIS & MATHEWS INVESTMENT MANAGEMENT, INC.

PRESIDENT/CHIEF COMPLIANCE OFFICER

direct

1990-05-01

2006-01-06

LANCZ ALAN B & ASSOCIATES INC

CHIEF COMPLIANCE OFFICER

direct

1985-03-01

2006-01-19

JONAS BRITTAIN GLENN INC.

PRESIDENT-CHIEF COMPLIANCE OFFICER

direct

1998-08-01

2006-01-19

LATEEF MANAGEMENT ASSOCIATES

GENERAL PARTNER

direct

1974-01-01

2006-01-23

LATEEF MANAGEMENT ASSOCIATES

GENERAL/LIMITED PARTNER

direct

1994-01-01

2006-01-23

MOODY ALDRICH & SULLIVAN LLC

MEMBER

direct

1988-06-01

2006-01-27

MOODY ALDRICH & SULLIVAN LLC

MEMBER

direct

1992-12-01

2006-01-27

AMERICAN INVESTMENT SERVICES INC

VICE PRESIDENT

direct

1984-03-01

2006-02-01

HARRELL ROBERT INCORPORATED

CHIEF EXECUTIVE OFFICER

direct

1991-07-01

2006-02-01

HARRELL ROBERT INCORPORATED

VICE PRESIDENT, SECRETARY, TREASURER

direct

1991-07-01

2006-02-01

TREGER & ASSOCIATES LLC

PRINCIPAL AND CHIEF COMPLIANCE OFFICER

direct

1992-08-01

2006-02-01

TREGER & ASSOCIATES LLC

PRINCIPAL

direct

1992-08-01

2006-02-01

NVNG INVESTMENTS INC

CHIEF COMPLIANCE OFFICER

direct

1994-01-01

2006-02-02

REAL ESTATE RESEARCH CORP

CEO/CCO

direct

1996-12-01

2006-02-08

HUTCHINSON/IFRAH FINANCIAL SERVICES, INC.

CHAIRMAN & CEO

direct

1988-08-01

2006-02-10

HUTCHINSON/IFRAH FINANCIAL SERVICES, INC.

PRESIDENT & COO

direct

1990-12-01

2006-02-10

WHITEGATE INVESTMENT COUNSELORS INC

SOLE SHAREHOLDER

direct

1998-07-01

2006-02-10

PZENA INVESTMENT MANAGEMENT LLC

NON-VOTING MEMBER

direct

1996-12-01

2006-02-13

RANDALL PAUL MARTIN

SOLE PROP

direct

1992-12-01

2006-02-17

GALOVICH FINANCIAL PLANNING SERVICES INC

CHIEF COMPLIANCE OFFICER

direct

1985-06-01

2006-02-21

FINCH JAMES AUSTIN III

PRINCIPAL/CHIEF COMPLIANCE OFFICER

direct

1994-12-01

2006-02-21

ADVISORY ONE, INC.

PRESIDENT/CHIEF COMPLIANCE OFFICER

direct

1993-08-01

2006-03-01

DOWSE SECURITIES MANAGEMENT CORP

PRESIDENT/CHIEF COMPLIANCE OFFICER

direct

1978-04-01

2006-03-20

LEE KRASNER GROUP LTD

PRESIDENT/TREASURER, CHIEF COMPLIANCE OFFICER

direct

1993-10-01

2006-03-20

MOODY INVESTMENT ADVISORS, INC.

PRESIDENT AND COMPLIANCE OFFICER

direct

1995-01-01

2006-03-20

RUNDE $ CO INCORPORATED

VICE PRESIDENT

direct

1992-11-01

2006-03-21

RUNDE & CO. LLC

PRESIDENT/CHIEF COMPLIANCE OFFICER

direct

1992-11-01

2006-03-21

VARIABLE ANNUITY LIFE INSURANCE CO

PARENT COMPANY

indirect

1969-01-01

2006-03-24

SPRING CREEK INVESTMENT ADVISORS, INC.

PRESIDENT; CHIEF COMPLIANCE OFFICER

direct

1994-10-01

2006-03-27

HAMILTON ADVISORS INC

PRESIDENT/CHIEF COMPLIANCE OFFICER

direct

1981-01-01

2006-03-28

DFC FINANCIAL GROUP INC

PRESIDENT AND CHIEF COMPLIANCE OFFICER

direct

1983-01-01

2006-03-28

SPECTRUM CAPITAL MANAGEMENT

GENERAL PARTNER/CHIEF COMPLIANCE OFFICER

direct

1987-01-01

2006-03-28

OCCAM CAPITAL MANAGEMENT, LLC

CEO/CCO/CFO/CLO

direct

1998-07-01

2006-03-29

POPULAR SECURITIES, INC.

PRESIDENT & CEO

direct

1995-05-01

2006-03-30

SYSTEMATIC FINANCIAL MANAGEMENT LP

CONSULTANT

direct

1998-05-01

2006-03-30

HORSLEY BRIDGE PARTNERS, INC.

SHAREHOLDER CLASS A & B SHARES

direct

1983-03-01

2006-03-31

HORSLEY BRIDGE PARTNERS, INC.

SHAREHOLDER CLASS A SHARES

direct

1985-03-01

2006-03-31

BOXER LAURA JUDITH

OWNER/CHIEF COMPLIANCE OFFICER

direct

1986-01-01

2006-03-31

AMR INVESTMENT SERVICES, INC

PRESIDENT & DIRECTOR

direct

1986-11-01

2006-03-31

AMR INVESTMENT SERVICES, INC

VICE PRESIDENT

direct

1988-08-01

2006-03-31

FAGAN ASSOCIATES INC

PRESIDENT AND CHIEF COMPLIANCE OFFICER

direct

1989-08-01

2006-03-31

SAUNDERS RETIREMENT ADVISORS, INC.

PRESIDENT/CCO

direct

1993-04-01

2006-03-31

DIBIASE & RUSCETTI ASSOCIATES, INC.

TREASURER

direct

1994-06-01

2006-03-31

DIBIASE & RUSCETTI ASSOCIATES, INC.

PRESIDENT

direct

1994-06-01

2006-03-31

AMR INVESTMENT SERVICES, INC

VICE PRESIDENT

direct

1995-05-01

2006-03-31

AMR INVESTMENT SERVICES, INC

TREASURER

direct

1995-05-01

2006-03-31

CATHOLIC FINANCIAL SERVICES CORP

DIRECTOR, VICE PRESIDENT

direct

1994-06-01

2006-04-22

HOTCHKIS AND WILEY CAPITAL MANAGEMENT, LLC

SHAREHOLDER COMMON A

indirect

1997-01-01

2006-05-15

PRIMEVEST FINANCIAL SERVICES, INC.

ASST. SECRETARY

direct

1998-04-01

2006-06-21

STEPHENS INC.

TRUSTEE

indirect

1985-01-01

2006-07-21

STEPHENS INC.

TRUSTEE

indirect

1995-03-01

2006-07-21

STEPHENS INC.

SHAREHOLDER COMMON A

indirect

1997-01-01

2006-07-21

STRAND, ATKINSON, WILLIAMS & YORK, INC.

PRESIDENT AND CEO, UMPQUA HOLDINGS CORP.

direct

1994-06-01

2006-10-02

STRAND, ATKINSON, WILLIAMS & YORK, INC.

EVP AND CHIEF FINANCIAL OFFICER, UMPQUA HOLDINGS CORP

direct

1997-11-01

2006-10-02

STEPHENS INVESTMENT MANAGEMENT GROUP, LLC

SHAREHOLDER COMMON A

indirect

1997-01-01

2006-10-05

UVEST FINANCIAL SERVICES GROUP, INC.

DIRECTOR

direct

1996-03-01

2006-10-16

AMP CAPITAL REDDING INVESTORS (US) LIMITED

MEMBER

indirect

1998-11-01

2006-11-15

THE MILLER FINANCIAL GROUP, INC.

TRUSTEE

indirect

1992-04-01

2006-12-19

ORLEANS CAPITAL MANAGEMENT CORP

DIRECT OWNER-COMMON

direct

1991-11-01

2007-02-02

ORLEANS CAPITAL MANAGEMENT CORP

VICE PRESIDENT, DIRECT OWNER-COMMON, & DIRECTOR

direct

1994-02-01

2007-02-02

ORLEANS CAPITAL MANAGEMENT CORP

DIRECT OWNER-PREFERRED

direct

1997-08-01

2007-02-02

ORGANIC CAPITAL MANAGEMENT INC

PRESIDENT

direct

1998-01-01

2007-02-08

GREAT LAKES ADVISORS, INC.

SHAREHOLDER/DIRECTOR/PRESIDENT/TREASURER

direct

1990-05-01

2007-02-09

GREAT LAKES ADVISORS, INC.

SHAREHOLDER/DIRECTOR/SECRETARY

direct

1990-05-01

2007-02-09

GREAT LAKES ADVISORS, INC.

SHAREHOLDER/CHAIRMAN EMERITUS

direct

1990-05-01

2007-02-09

GREAT LAKES ADVISORS, INC.

DIRECTOR

direct

1991-04-01

2007-02-09

A. G. EDWARDS & SONS, INC.

CHIEF LEGAL OFFICER, SENIOR VICE PRESIDENT

direct

1980-06-01

2007-02-16

LATEEF MANAGEMENT ASSOCIATES

LIMITED PARTNER

direct

1994-01-01

2007-02-27

MAXWELL NOLL INC

DIRECTOR

direct

1988-07-01

2007-03-01

HART REALTY ADVISERS, INC.

MANAGING PARTNER--INVESTMENT TRANSACTIONS

direct

1987-12-01

2007-03-02

THE MILLER FINANCIAL GROUP, INC.

TRUSTEE

indirect

1992-04-01

2007-03-09

ORGANIC CAPITAL MANAGEMENT INC

PRESIDENT

direct

1998-02-01

2007-03-23

METROPOLITAN LIFE INSURANCE COMPANY

DIRECTOR

direct

1975-07-01

2007-03-28

METROPOLITAN LIFE INSURANCE COMPANY

DIRECTOR

direct

1987-05-01

2007-03-28

METROPOLITAN LIFE INSURANCE COMPANY

DIRECTOR

direct

1994-09-01

2007-03-28

METROPOLITAN LIFE INSURANCE COMPANY

DIRECTOR

direct

1997-04-01

2007-03-28

THE PORTOLA GROUP INC

SHAREHOLDER

direct

1997-06-01

2007-03-28

METROPOLITAN LIFE INSURANCE COMPANY

PRESIDENT, INDIVIDUAL BUSINESS

direct

1998-03-01

2007-03-28

WALL STREET ASSOCIATES

SHAREHOLDER

direct

1991-05-01

2007-03-30

THE VARIABLE ANNUITY LIFE INSURANCE CO

SHAREHOLDER

indirect

1969-01-01

2007-04-02

GARNER ASSET MANAGEMENT COMPANY, LP

PRESIDENT

direct

1994-07-01

2007-04-02

A. G. EDWARDS & SONS, INC.

DIRECTOR OF HOLDING COMPANY

direct

1983-08-01

2007-04-25

A. G. EDWARDS & SONS, INC.

DIRECTOR OF HOLDING COMPANY

direct

1993-06-01

2007-04-25

WIDMANN, SIFF & CO., INC.

SHAREHOLDER

direct

1970-09-01

2007-05-10

GARRISON ASSET MANAGEMENT, LLC

MINORITY OWNER

direct

1994-07-01

2007-06-01

SYSTEMATIC FINANCIAL MANAGEMENT LP

MANAGING DIRECTOR AND HEAD TRADER

direct

1996-07-01

2007-06-01

SYSTEMATIC FINANCIAL MANAGEMENT LP

PRESIDENT AND CHIEF EXECUTIVE OFFICER

direct

1996-07-01

2007-06-01

SYSTEMATIC FINANCIAL MANAGEMENT LP

CHIEF INVESTMENT OFFICER

direct

1996-07-01

2007-06-01

SYSTEMATIC FINANCIAL MANAGEMENT LP

MANAGING DIRECTOR AND PORTFOLIO MANAGER

direct

1997-03-01

2007-06-01

DW HEALTHCARE MANAGEMENT II, LLC.

MEMBER

indirect

1998-04-01

2007-06-07

AMERICAN CENTURY INVESTMENT MANAGEMENT INC

SHAREHOLDER OF CLASS B SHARES

indirect

1995-01-01

2007-06-22

AMERICAN CENTURY GLOBAL INVESTMENT MANAGEMENT, INC.

SHAREHOLDER OF CLASS B SHARES

indirect

1995-01-01

2007-07-03

AMERICAN CENTURY ADVISORY SERVICES, INC.

SHAREHOLDER OF CLASS B SHARES

indirect

1995-01-01

2007-07-03

MAXWELL NOLL INC

SHAREHOLDER

direct

1988-07-01

2007-08-22

PZENA INVESTMENT MANAGEMENT LLC

NON-VOTING MEMBER

direct

1995-12-01

2007-11-06

THCP MANAGEMENT II, L.P.

MEMBER

indirect

1998-10-01

2008-01-04

D.J. ST. GERMAIN CO., INC.

5% OWNER

direct

1982-01-01

2008-01-17

AMERVEST CO INC

MANAGING DIRECTOR

direct

1983-01-01

2008-02-08

POPULAR SECURITIES, INC.

MANAGING DIRECTOR

direct

1995-05-01

2008-02-27

ASSET STRATEGY CONSULTANTS LLC

PRINCIPAL

direct

1993-07-01

2008-03-04

PACIFIC GLOBAL INVESTMENT MANAGEMENT CO

COMMON STOCK SHAREHOLDER

direct

1992-01-01

2008-03-27

METROPOLITAN LIFE INSURANCE COMPANY

DIRECTOR

direct

1994-10-01

2008-04-03

METROPOLITAN LIFE INSURANCE COMPANY

DIRECTOR

direct

1996-09-01

2008-04-03

DELESSERT FINANCIAL SERVICES INC

PRESIDENT, TREASURER AND CLERK

direct

1994-04-01

2008-04-17

COMMONWEALTH ADVISORS INC

PRESIDENT

direct

1991-04-01

2008-06-02

COMMONWEALTH ADVISORS INC

CONTROLLING SHAREHOLDER

direct

1991-04-01

2008-06-02

DUNCAN-WILLIAMS, INC.

100%

indirect

1993-06-01

2008-06-02

ORLEANS CAPITAL MANAGEMENT CORP

PRESIDENT & CHAIRMAN, DIRECT OWNER-COMMON & DIRECTOR

direct

1991-07-01

2008-06-18

ORLEANS CAPITAL MANAGEMENT CORP

VICE PRESIDENT, DIRECT OWNER-COMMON, & DIRECTOR

direct

1991-11-01

2008-06-18

ORLEANS CAPITAL MANAGEMENT CORP

VICE PRESIDENT, DIRECT OWNER-COMMON & PREFERRED, DIRECTOR

direct

1994-02-01

2008-06-18

CLARK FINANCIAL ADVISORS

DIRECTOR

direct

1983-11-01

2008-07-29

PZENA INVESTMENT MANAGEMENT LLC

MINORITY OWNER

direct

1995-12-01

2008-11-10

BRAYMEN, LAMBERT AND NOEL SECURITIES, LTD.

LIMITED PARTNER

indirect

1996-01-01

2009-02-09

DUPREE & COMPANY, INC.

SHAREHOLDER, DIRECTOR

direct

1991-01-01

2009-02-11

LAFAYETTE INVESTMENTS, INC.

SECRETARY/ DIRECTOR

direct

1988-05-01

2009-03-17

CALTON & ASSOCIATES, INC.

SECRETARY

indirect

1989-03-01

2009-03-24

BUSH POLEN & ASSOCIATES INC

PRESIDENT

direct

1985-06-01

2009-03-26

BRIAUD FINANCIAL PLANNING INC

PRESIDENT

direct

1992-01-01

2009-03-27

CANTERBURY CONSULTING INCORPORATED

ASSISTANT VICE PRESIDENT

direct

1995-11-01

2009-05-12

CANTERBURY CONSULTING INCORPORATED

VP/ DIRECTOR OF MANAGER SEARCH

direct

1996-10-01

2009-05-12

COMMERCE BROKERAGE SERVICES, INC.

SECRETARY

direct

1996-02-01

2009-06-09

CONCOURSE CAPITAL CORPORATION

DIRECTOR

direct

1993-07-01

2009-06-10

MAHLER & EMERSON INC.

DIRECTOR/EXECUTIVE VICE PRESIDENT

direct

1996-10-01

2009-06-10

MAHLER & EMERSON INC.

DIRECTOR

direct

1998-02-01

2009-06-10

COMMONWEALTH REALTY ADVISORS INC

SHAREHOLDER

direct

1998-09-01

2009-07-01

COMMONWEALTH REALTY ADVISORS INC

SHAREHOLDER

indirect

1998-09-01

2009-07-01

BANCORPSOUTH INVESTMENT SERVICES, INC.

CORPORATE SECRETARY/REPRESENTATIVE

direct

1998-08-01

2009-08-04

PZENA INVESTMENT MANAGEMENT LLC

MINORITY OWNER AND MEMBER WITH CLASS B UNITS

direct

1995-12-01

2009-09-08

CERTIFIED PLANNERS INC

SHAREHOLDER

direct

1994-04-01

2009-12-10

D.J. ST. GERMAIN CO., INC.

FIVE PERCENT PLUS OWNER

direct

1982-01-01

2010-01-05

R.V. KUHNS & ASSOCIATES, INC.

TREASURER

direct

1986-01-01

2010-03-05

WEALTH MANAGEMENT INTERNATIONAL, LTD.

CORPORATE SECRETARY

direct

1997-09-01

2010-03-11

MISSOURI VALLEY PARTNERS, INC.

SHAREHOLDER OF CLASS A CONV. ADJ. RATE PFD. AND CLASS B NON-CONV. ADJ. RATE PFD.

indirect

1985-10-01

2010-03-25

KARK M Z & ASSOCIATES INC

92.3% SHAREHOLDER

direct

1989-07-01

2010-03-25

KARK M Z & ASSOCIATES INC

99% SHAREHOLDER

indirect

1993-09-01

2010-03-25

KARK M Z & ASSOCIATES INC

1% SHAREHOLDER

indirect

1993-09-01

2010-03-25

INVESTMENT SCIENCES INC

SHAREHOLDER

direct

1969-12-01

2010-03-26

WHITNELL & CO

SHAREHOLDER

direct

1990-05-01

2010-03-31

FFR ADVISORY LLC

MEMBER

direct

1997-01-01

2010-03-31

HORSLEY BRIDGE PARTNERS LLC

MEMBER

direct

1997-03-01

2010-03-31

STANFORD ADVISORY GROUP, LLC

MANAGING MEMBER

direct

1992-10-01

2010-05-11

INVESTMENT PROFESSIONALS, INC.

DIRECT OWNER

direct

1995-05-01

2010-06-18

BAILARD BIEHL & KAISER INC

SHAREHOLDER

indirect

1972-03-01

2010-06-29

CHARTER CAPITAL MANAGEMENT, INC.

CEO, DIRECTOR, CHIEF COMPLIANCE OFFICER FOR REGISTERED INVESTMENT ADVISORY FIRM ONLY

direct

1990-01-01

2010-07-27

ALEX. BROWN REALTY, INC.

SHAREHOLDER

indirect

1992-03-01

2010-08-27

UNITED AMERICAN SECURITIES, INC.

SHAREHOLDER

direct

1988-01-01

2010-09-30

AMERICAN INSTITUTIONAL REALTY ADVISORS

OWNER

direct

1995-05-01

2010-10-22

AMERICAN REALTY ADVISORS

OWNER

indirect

1995-05-01

2010-10-22

AMERICAN REALTY ADVISORS

SOLE TRUSTEE

indirect

1995-05-01

2010-10-22

JHS CAPITAL ADVISORS, INC.

OWNER

indirect

1997-05-01

2011-02-01

SCOTT INVESTMENT ADVISORS LIMITED PARTNERSHIP

GENERAL PARTNER

indirect

1997-08-01

2011-03-23

PARNASSUS INVESTMENTS

OWNER

direct

1998-04-01

2011-03-31

FINANCIAL SYNERGIES ASSET MANAGEMENT INC

PRESIDENT

direct

1997-04-01

2011-04-06

WS CAPITAL MANAGEMENT, L.P.

LIMITED PARTNER

direct

1997-01-01

2011-04-13

CLARK FINANCIAL SERVICES GROUP INC

CHAIRMAN OF THE BOARD

direct

1987-01-01

2011-05-02

LAFAYETTE INVESTMENTS, INC.

SHAREHOLDER / DIRECTOR

direct

1988-05-01

2011-05-06

VAN BERKOM AND ASSOCIATES INC.

HOLDING COMPANY

direct

1991-07-01

2011-06-29

CS CAPITAL MANAGEMENT INC

PRESIDENT

direct

1993-12-01

2011-07-18

CHARTER CAPITAL MANAGEMENT, INC.

CEO, DIRECTOR

direct

1990-01-01

2011-07-29

VAN BERKOM AND ASSOCIATES INC.

SECRETARY

direct

1991-07-01

2011-08-02

UNITED AMERICAN SECURITIES, INC.

SECRETARY

direct

1987-10-01

2011-09-30

LEWIS & MATHEWS INVESTMENT MANAGEMENT, INC.

PRESIDENT

direct

1990-05-01

2012-01-06

CALTIUS CAPITAL MANAGEMENT, LP

LIMITED PARTNER, CALTIUS CAPITAL MANAGEMENT, LP

direct

1997-06-01

2012-02-14

CALLAHAN CAPITAL MANAGEMENT INC

PRESIDENT

direct

1995-08-01

2012-03-12

KMH WEALTH MANAGEMENT, LLC

OWNER

direct

1998-02-01

2012-03-21

LAFAYETTE INVESTMENTS, INC.

SHAREHOLDER

direct

1988-05-01

2012-03-28

HOTCHKIS AND WILEY CAPITAL MANAGEMENT, LLC

SHAREHOLDER COMMON A

indirect

1997-01-01

2012-03-28

FINANCIAL DESIGNS CORPORATION

VICE PRESIDENT, SECRETARY, TRUSTEE OF THE 2002 BILECKI FAMILY TRUST DATED 8-27-02

direct

1981-03-01

2012-06-18

MOLUMPHY CAPITAL MANAGEMENT

PRESIDENT

direct

1988-09-01

2012-06-22

GURUN, INC.

PRESIDENT / CHIEF COMPLIANCE OFFICER

direct

1986-03-01

2012-08-29

CALTON & ASSOCIATES, INC.

PRESIDENT - DIRECTOR-TRUSTEE

direct

1987-09-01

2012-09-21

PALADIN REALTY PARTNERS, LLC

GENERAL PARTNER

indirect

1998-02-01

2013-04-01

HALL CAPITAL PARTNERS LLC

MEMBER CLASS B

direct

1995-07-01

2013-04-26

CANYON CAPITAL REALTY ADVISORS LLC

MEMBER

direct

1998-08-01

2013-05-23

FTA PARTNERS, LLC

TRUSTEE, PATRICIA'S TRUST UNDER THE KOCOUREK FAMILY TRUST DATED DECEMBER 31, 1994 (COMMON UNITS)

indirect

1994-12-01

2013-09-10

FTA PARTNERS, LLC

MANAGER (COMMON UNITS)

indirect

1997-09-01

2013-09-10

WALL STREET ASSOCIATES

SHAREHOLDER

indirect

1991-05-01

2013-09-24

BOULDER INVESTMENT ADVISERS LLC

TRUSTEE

indirect

1994-11-01

2013-10-01

ROXBURY CAPITAL MANAGEMENT LLC

SHAREHOLDER

indirect

1998-07-01

2013-12-18

LATEEF MANAGEMENT ASSOCIATES

LIMITED PARTNER

direct

1974-01-01

2014-03-12

BOULDER INVESTMENT ADVISERS LLC

MEMBER

indirect

1995-04-01

2014-03-27

HMS ADVISER LP

SHAREHOLDER

indirect

1989-12-01

2014-03-31

GENEVA CAPITAL MANAGEMENT LTD

WILLIAM A. PRIEBE AND LINDA J. PRIEBE, TRUSTEES

direct

1998-04-01

2014-04-16

PACIFIC GLOBAL INVESTMENT MANAGEMENT CO

COMMON STOCK SHAREHOLDER

direct

1996-10-01

2014-05-13

INGENIOUS ASSET MANAGEMENT LIMITED

SHAREHOLDER

indirect

1998-06-01

2014-06-27

HART REALTY ADVISERS, INC.

SENIOR MANAGING PARTNER

direct

1987-12-01

2014-09-05

ROXBURY CAPITAL MANAGEMENT LLC

COMMON SHAREHOLDER

direct

1998-07-01

2014-12-01

WHITEGATE INVESTMENT COUNSELORS INC

MAJORITY SHAREHOLDER

direct

1998-07-01

2015-02-20

TRIUMPH ALTERNATIVES LLC

CO-TRUSTEE OF LORRAYNE ROSE ZEMAN TRUST

indirect

1993-01-01

2015-03-26

FOLGER NOLAN FLEMING DOUGLAS INCORPORATED

SHAREHOLDER

direct

1975-06-01

2015-03-31

FOLGER NOLAN FLEMING DOUGLAS INCORPORATED

LIMITED PARTNER

indirect

1984-05-01

2015-03-31

HART REALTY ADVISERS, INC.

CHAIRMAN

direct

1987-12-01

2015-03-31

UNITED AMERICAN SECURITIES, INC.

DIRECTOR

direct

1987-10-01

2015-04-28

CALTON & ASSOCIATES, INC.

SHAREHOLDER

direct

1987-09-01

2016-02-29

CALTON & ASSOCIATES, INC.

PRESIDENT - DIRECTOR-TRUSTEE OF DWAYNE CALTON TRUST

direct

1987-09-01

2016-02-29

CALTON & ASSOCIATES, INC.

SHAREHOLDER / JTWORS WITH GEORGE G HARRINGTON, JR

direct

1987-11-01

2016-02-29

RAHN DAVID R & ASSOCIATES INC

SHAREHOLDER

direct

1993-02-01

2016-03-08

FRIEDMAN FLEISCHER & LOWE, LLC

MEMBER

indirect

1997-03-01

2016-03-30

FRIEDMAN FLEISCHER & LOWE, LLC

MEMBER

direct

1997-04-01

2016-03-30

FINANCIAL DESIGNS CORPORATION

VICE PRESIDENT

direct

1981-03-01

2016-05-24

PCCP, LLC

MEMBER

indirect

1998-05-01

2016-06-16

SOUTHWESTERN INVESTMENT ADVISORY SERVICES, INC.

SHAREHOLDER

indirect

1982-11-01

2016-12-01

SUMMIT GLOBAL MANAGEMENT INC.

LIVING TRUST

direct

1994-11-01

2017-01-18

J.J.B. HILLIARD, W.L. LYONS, LLC

TRUSTEE

indirect

1988-11-01

2017-02-21

PPS & V ASSET MANAGEMENT CONSULTANTS INC

OFFICER

direct

1992-01-01

2017-02-27

AUTUMN GLORY PARTNERS, LLC

TRUSTEE

indirect

1998-01-01

2017-05-17

WALLACE R. WEITZ & COMPANY

DIRECTOR

direct

1983-03-01

2017-07-31

FIRST FINANCIAL EQUITY CORPORATION

DIRECTOR OF TELECOMMUNICATIONS

direct

1996-02-01

2017-08-01

Fund Name

Position

direct/indirect

start date

end date

BOBERSKI & CO

PRESIDENT

direct

1966-01-01

HOLDEN TOLBERT & CO INC

PRESIDENT

direct

1967-05-01

HOLDEN TOLBERT & CO INC

SECRETARY, TREASURER

direct

1967-05-01

LEGACY PARTNERS INVESTMENT MANAGEMENT SERVICES,LLC

MEMBER

indirect

1968-06-01

TRIAD INVESTMENT ADVISORS CORP

PRESIDENT

direct

1972-10-01

JOHNSTON, LEMON & CO. INC.

CHAIRMAN

direct

1973-10-01

MYERSON VAN DEN BERG & CO

TRUST OWNS ALL THE STOCK

direct

1975-01-01

STANLEY D J & CO INC

PRESIDENT & CEO, CFO, COO, CLO,CCO

direct

1976-05-01

GREAT SOUTHERN CAPITAL MANAGEMENT, INC.

TREASURER

direct

1977-06-01

SULLIVAN, MORRISSEY & MICKLE SECURITIES CORP.

TREASURER, FINOP

direct

1978-08-01

MOORS & CABOT INVESTOR SERVICES INC

PARENT

indirect

1978-08-01

SULLIVAN,MORRISSEY & MICKLE CAPITAL MANAGEMENT CORP.

CHAIRMAN, DIRECTOR, CHIEF COMPLIANCE OFFICER

direct

1978-08-01

SULLIVAN, MORRISSEY & MICKLE SECURITIES CORP.

VICE CHAIRMAN, DIRECTOR

direct

1978-11-01

BURNEY CO

CHAIRMAN

direct

1981-04-01

FARALDI & PORRO INC

PRESIDENT

direct

1981-06-01

CORNERSTONE ADVISORS, LLC

OWNER

indirect

1982-08-01

CAROL GRANT DESMOND

OWNER

direct

1982-12-01

AMERVEST COMPANY, INC.

CCO / MANAGING DIRECTOR

direct

1983-01-01

SIRIUS PARTNERS, L.P.

SHAREHOLDER

indirect

1983-01-01

FINANCIAL ADVISORY SERVICE INC

SHAREHOLDER

direct

1983-02-01

MCELWAIN ROBERT JOHN

PRESIDENT

direct

1983-10-01

FOLGER NOLAN FLEMING DOUGLAS INCORPORATED

TRUSTEE

indirect

1984-05-01

LM ADVISORS INC

PRESIDENT

direct

1984-07-01

THE JENTNER CORPORATION

OWNER

direct

1984-10-01

SANDER CAPITAL ADVISORS

DIRECTOR, VICE PRESIDENT AND SECRETARY

direct

1985-01-01

EIDELMAN FINGER HARRIS & CO

PRESIDENT

direct

1985-06-01

PERFORMANCE ENHANCEMENT TECHNOLOGIES LTD

PRESIDENT/CIO

direct

1985-12-01

FINANCIAL MANAGEMENT ADVISORS INC

SHAREHOLDER

indirect

1985-12-01

CAPITAL BUILDERS ADVISORY SERVICES INC

SHAREHOLDER

direct

1986-01-01

UNIVERSAL FINANCIAL SERVICES INC.

DIRECTOR

direct

1986-02-01

UNIVERSAL FINANCIAL SERVICES INC.

CEO

indirect

1986-02-01

HOLBEIN ASSOCIATES, INC.

SECRETARY

direct

1986-03-01

HERRMANN & COOKE, INC.

DIRECT OWNER

direct

1986-03-01

GREIG ASSOCIATES INC

SENIOR VICE PRESIDENT

direct

1986-04-01

GREIG ASSOCIATES INC

SECRETARY

direct

1986-04-01

ALEXANDER & MUCKERMANN

PARTNER

direct

1986-04-01

BAY ISLE FINANCIAL CORP

PRESIDENT

direct

1986-06-01

BAY ISLE FINANCIAL CORP

CHIEF INVESTMENT OFFICER

direct

1986-06-01

INTEGRATED FINANCIAL PLANNING SERVICES

PRESIDENT

direct

1986-06-01

FINANCIAL ADVISORY SERVICE INC

MAX W. GREER, JR., TRUSTEE

direct

1986-08-01

MCCORMICK CAPITAL MANAGEMENT

PRESIDENT

direct

1986-09-01

FIDELITY FINANCIAL GROUP, INC.

DIRECTOR

direct

1987-02-01

SAGE, RUTTY & CO., INC.

SHAREHOLDER

direct

1987-02-01

CHURCHILL MANAGEMENT CORP

SHAREHOLDER

direct

1987-07-01

THE PORTOLA GROUP INC

SHAREHOLDER

direct

1987-08-01

SOCHET & COMPANY, INC.

PRESIDENT, CHIEF COMPLIANCE OFFICER

direct

1987-08-01

THE PORTOLA GROUP INC

SHAREHOLDER

indirect

1987-08-01

CALTON & ASSOCIATES, INC.

PRESIDENT - DIRECTOR

direct

1987-09-01

UNITED AMERICAN SECURITIES, INC.

SHAREHOLDER

direct

1987-10-01

UNITED AMERICAN SECURITIES, INC.

SHAREHOLDER

direct

1987-11-01

GREAT SOUTHERN CAPITAL MANAGEMENT, INC.

VICE PRESIDENT

direct

1987-12-01

MACSHANE CAPITAL MANAGEMENT CO INC

PRESIDENT

direct

1988-01-01

AUTUMN GLORY PARTNERS, LLC

TRUSTEE

indirect

1988-01-01

GREAT SOUTHERN CAPITAL MANAGEMENT, INC.

PRESIDENT

direct

1988-03-01

ADVISORS PENSION SERVICES AGENCY INC

PRESIDENT

direct

1988-04-01

KLAFF REALTY, LP

OWNER

indirect

1988-06-01

HUTCHINSON/IFRAH FINANCIAL SERVICES, INC.

CHAIRMAN & PRESIDENT

direct

1988-08-01

TRIGRAN INVESTMENTS, INC.

TRUSTEE

indirect

1988-11-01

J.J.B. HILLIARD, W.L. LYONS, LLC

NAMED FIDUCIARY

indirect

1988-11-01

MCCORMICK CAPITAL MANAGEMENT

SECRETARY, TREASURER

direct

1988-12-01

EAST PACIFIC INVESTMENT CO INC

PRESIDENT

direct

1989-01-01

LARIMER CAPITAL CORP

SECRETARY

direct

1989-01-01

KIT COLE INVESTMENT ADVISORY SERVICES

SHAREHOLDER

direct

1989-03-01

LOVELL INCORPORATED

CORPORATE SECRETARY

direct

1989-03-01

NEWPORT INVESTMENT ADVISORS INC

CEO

direct

1989-04-01

TIFFANY CAPITAL ADVISORS INC

PRESIDENT

direct

1989-05-01

BUSINESS SERVICES, INC.

OWNER

direct

1989-05-01

HELLMAN & FRIEDMAN CAPITAL MANAGEMENT

SHAREHOLDER

indirect

1989-06-01

CAMBRIDGE EQUITY ADVISORS INC

CHIEF EXECUTIVE OFFICER

direct

1989-06-01

HANSSET GLOBAL ADVISORS CO., LTD.

SHAREHOLDER

direct

1989-08-01

VALU TRAC INVESTMENT MANAGEMENT LTD

PARENT COMPANY

direct

1989-10-01

ATLANTIC CAPITAL MANAGEMENT LTD

PRESIDENT

direct

1989-12-01

JOHNSTON, LEMON & CO. INC.

CHAIRMAN

indirect

1989-12-01

SPECTRUM ASSET MANAGEMENT INC

SHAREHOLDER

direct

1990-01-01

SAVINGS GROWERS, INC.

PRESIDENT

direct

1990-08-01

BERKELEY CAPITAL ADVISERS, LLC

TRUSTEE

indirect

1991-01-01

NOBLE PARTNERS, L.P.

SHAREHOLDER

indirect

1991-03-01

W R MAHOOD ASSET MANAGEMENT, INC.

PRESIDENT

direct

1991-04-01

TYREE, DAVID W.

PRESIDENT

direct

1991-04-01

BONNIE WUSZ & ASSOCIATES, INC.

OWNER

direct

1991-06-01

VAN BERKOM AND ASSOCIATES INC.

PRESIDENT AND CHIEF EXECUTIVE OFFICER

indirect

1991-07-01

RIGGS SECURITIES INC.

SHAREHOLDER

indirect

1991-09-01

GREENLEAF ASSET MANAGEMENT INC

PRESIDENT

direct

1991-10-01

HOLT VALUE ASSOCIATES LP

PRESIDENT

indirect

1991-11-01

HOLT VALUE ASSOCIATES LP

PRESIDENT

indirect

1991-11-01

SOMERS ASSET MANAGEMENT INCORPORATED

PRESIDENT

direct

1991-11-01

CAVALRY BANKING

TRUST OFFICER/ SVP

direct

1992-01-01

RYDER STILWELL INVESTMENT ADVISORS INC

MAJORITY OWNER

indirect

1992-04-01

DAWSON RUSSELL INC.

PRESIDENT

direct

1992-05-01

CAVALRY BANKING

TRUST OFFICER

direct

1992-05-01

THE BAKER GROUP, LP

CHAIRMAN AND PRESIDENT

direct

1992-05-01

THE BAKER GROUP, LP

VICE PRES/MANAGING DIRECTOR

direct

1992-05-01

NORTHWEST FINANCIAL PLANNING CORP

SHAREHOLDER

direct

1992-07-01

ROOSEVELT INVESTMENT GROUP INC

CHAIRMAN

direct

1992-07-01

ROOSEVELT INVESTMENT GROUP INC

SEC-TREASURER MANAGING DIR

direct

1992-07-01

ROOSEVELT INVESTMENT GROUP INC

VP INVESTMENTS

direct

1992-07-01

ROOSEVELT INVESTMENT GROUP INC

CEO

direct

1992-07-01

ROOSEVELT INVESTMENT GROUP INC

PRESIDENT

direct

1992-07-01

RONALD OLSON, INC.

STOCK HOLDER

direct

1992-07-01

STANFORD ADVISORY GROUP, LLC

CEO/CIO

direct

1992-10-01

HOOPER R B & CO INC

PRESIDENT

direct

1992-11-01

HOOPER R B & CO INC

VICE PRESIDENT

direct

1992-11-01

HONISS ROBIN

OWNER

direct

1993-01-01

KINGSTON INVESTMENT COUNSEL INC

VICE PRESIDENT & SECRETARY

direct

1993-01-01

PEKIN SINGER STRAUSS ASSET MANAGEMENT INC.

SHAREHOLDER

direct

1993-01-01

MANAGED ACCOUNT SERVICES INC

SHAREHOLDER

direct

1993-01-01

HAROLD W. DANCE INC.

S-CORP SHAREHOLDER, 16%

direct

1993-04-01

SAUNDERS RETIREMENT ADVISORS, INC.

PRESIDENT/CHIEF COMPLIANCE OFFICER

direct

1993-04-01

PREMIERETRADE SECURITIES, INC.

TRUSTEE OF DICKS FAMILY TRUST

direct

1993-05-01

SENA WELLER ROHS WILLIAMS INC.

SENIOR VP

direct

1993-06-01

SENA WELLER ROHS WILLIAMS INC.

EXECUTIVE VP

direct

1993-06-01

CONTEXT CAPITAL MANAGEMENT LLC

TRUSTEE

indirect

1993-06-01

CONTEXT CAPITAL MANAGEMENT LLC

TRUSTEE

indirect

1993-06-01

CONTEXT CAPITAL MANAGEMENT LLC

TRUSTEE

indirect

1993-06-01

MAHLER & EMERSON INC.

SHAREHOLDER

direct

1993-07-01

ARGOS INVESTMENT ADVISORS, LLC

MEMBER

indirect

1993-07-01

ARNERICH MASSENA, INC.

SHAREHOLDER

direct

1993-07-01

BACK BAY ADVISORS

GENERAL PARTNER

direct

1993-09-01

VAN DEVENTER & HOCH

VDH SHAREHOLDER

direct

1993-10-01

LEE KRASNER GROUP LTD

PRESIDENT/TREASURER

direct

1993-10-01

TAYLOR STEPHENS INC

GENERAL PARTNER

indirect

1993-12-01

SOUND FINANCIAL STRATEGIES GROUP, INC.

FOUNDING PARTNER/CFO/CCO

direct

1993-12-01

OSTERWEIS CAPITAL MANAGEMENT INC

SHAREHOLDER

direct

1994-01-01

SAGE, RUTTY & CO., INC.

SHAREHOLDER

direct

1994-01-01

MARSDEN JOHN RICHARD JR

OWNER

direct

1994-01-01

CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD

PARTNERSHIP

direct

1994-02-01

BAI BONDSBERATUNG GES.M.B.H.

SHAREHOLDER

direct

1994-03-01

BAI BONDSBERATUNG GES.M.B.H.

SHAREHOLDER

indirect

1994-03-01

CATHOLIC FINANCIAL SERVICES CORP

VICE PRESIDENT, DIRECTOR

direct

1994-06-01

GRAHAM CAPITAL MANAGEMENT, L.P.

LIMITED PARTNER

indirect

1994-06-01

HELLMAN & FRIEDMAN ASSOCIATES III LP

SHAREHOLDER

indirect

1994-07-01

H&F INVESTORS III

SHAREHOLDER

indirect

1994-07-01

SOUTH OCEAN MANAGEMENT LIMITED

SHAREHOLDER

direct

1994-09-01

THE HOLLISTER ASSET MANAGEMENT CO, G.P.

GENERAL PARTNER

direct

1994-09-01

GLOBALVEST MANAGEMENT CO LP

ESTABLISHED

direct

1994-10-01

KAPLAN & CO. SECURITIES INC.

CEO

direct

1994-10-01

JULIUS BAER SECURITIES INC.

FIRST VICE PRESIDENT

direct

1994-12-01

H&F ADMINISTRATION III LLC

SHAREHOLDER

indirect

1994-12-01

H & F ADMINISTRATION IV LLC

SHAREHOLDER

indirect

1994-12-01

PINNACLE ASSET MANAGEMENT, L.P.

MEMBER

indirect

1994-12-01

OTTAWA AVENUE PRIVATE CAPITAL, LLC

SHAREHOLDER

indirect

1994-12-01

SANDPOINTE, LLC

MEMBER

indirect

1994-12-01

BRENTON INVESTMENTS, INC.

SHAREHOLDER

indirect

1995-01-01

POPULAR SECURITIES, INC.

DIRECTOR

direct

1995-05-01

NOVARE CAPITAL MANAGEMENT

MEMBER

indirect

1995-05-01

SOUND CAPITAL MANAGEMENT INC

MANAGING DIRECTOR

direct

1995-06-01

STAMPS, WOODSUM & CO. IV

LIMITED PARTNER

direct

1995-06-01

PROGRESSIVE INVESTMENT MANAGEMENT CORPORATION

SHAREHOLDER

direct

1995-06-01

CORRELL CO. INVESTMENT SERVICES CORP.

SECRETARY

direct

1995-07-01

PCJ INVESTMENT COUNSEL LTD.

PARTNERSHIP

direct

1995-07-01

POPULAR SECURITIES, INC.

DIRECTOR

direct

1995-08-01

NBC SECURITIES, INC.

VICE PRESIDENT

direct

1995-08-01

INVESTEC PMG CAPITAL

MANAGING DIRECTOR/TREASURER/CHIEF COMPLIANCE OFFICER

direct

1995-10-01

JAYHAWK PRIVATE EQUITY GP, L.P.

MANAGING MEMBER

indirect

1995-10-01

JGE CAPITAL MANAGEMENT, LLC

TRUST

indirect

1995-10-01

PENSION PORTFOLIO ADVISORS INC.

N/A

direct

1995-11-01

CORRELL CO. INVESTMENT SERVICES CORP.

SHAREHOLDER

direct

1995-11-01

MOSBY LINCOLN LC

MEMBER MANAGER

direct

1995-12-01

HHH INVESTMENT INC

PRESIDENT

direct

1995-12-01

SIFE

DIRECTOR/OWNER

direct

1995-12-01

KAUFMAN BROS., L.P.

direct

1995-12-01

OVERLOOK INVESTMENTS L.P.

GENERAL PARTNER

direct

1995-12-01

P. R. HERZIG & CO. INC.

BOARD OF DIRECTORS

direct

1995-12-01

P. R. HERZIG & CO. INC.

SHAREHOLDER

direct

1995-12-01

P. R. HERZIG & CO. INC.

TRUSTEE OF 2 TRUSTS

indirect

1995-12-01

RANSON CAPITAL CORPORATION

VP SEC.

direct

1996-01-01

OLYMPUS ADVISORS, LLC

MEMBER

direct

1996-01-01

FINANCIAL ADVISORY SERVICE INC

SHAREHOLDER

direct

1996-02-01

ACCESS FINANCIAL GROUP, INC.

OWNER

direct

1996-02-01

MIDWEST CAPITAL MANAGEMENT, INC.

PRESIDENT

direct

1996-03-01

CHAPLIN-MULLAUGH, INCORPORATED

CORPORATE SECRETARY

direct

1996-03-01

JGE CAPITAL MANAGEMENT, LLC

MEMBER

direct

1996-04-01

FINANCIAL ADVISORY SERVICE INC

JAMES G. DUSSOLD, TRUSTEE

direct

1996-05-01

WEXFORD CLEARING SERVICES CORPORATION

SENIOR VICE PRESIDENT- CROP

direct

1996-07-01

AMERICAN SUPERIOR CO

TRUST

direct

1996-07-01

PCJ INVESTMENT COUNSEL LTD.

PARTNERSHIP

direct

1996-07-01

DRV GROUP INC

PRESIDENT

direct

1996-08-01

THE BAKER GROUP, LP

VICE PRES/MANAGING DIRECTOR

direct

1996-08-01

PINKERTON RETIREMENT SPECIALISTS, LLC

OWNER

indirect

1996-09-01

PINKERTON RETIREMENT SPECIALISTS, LLC

OWNER

indirect

1996-09-01

CHARLES FISH INVESTMENTS, INC.

SHAREHOLDER

direct

1996-10-01

ORION FINANCIAL SERVICES, LLC

SHAREHOLDER

indirect

1996-11-01

MACEY-HOLLAND & CO., LLC

MANAGING MEMBER

direct

1996-12-01

BATCHELDER & PARTNERS, INC.

OWNER

direct

1997-01-01

NEUMEIER INVESTMENT COUNSEL LLC

MEMBER

direct

1997-01-01

ROSEMOUNT CAPITAL LIMITED

TRUSTEE

indirect

1997-01-01

FREMONT REALTY CAPITAL, L.P.

SHAREHOLDER

indirect

1997-02-01

JUNDT ASSOCIATES INC

TRUSTEE

direct

1997-03-01

OSTERWEIS CAPITAL MANAGEMENT LLC

MEMBER

direct

1997-03-01

JOHN MOORE & ASSOCIATES INC

SHAREHOLDER

direct

1997-03-01

FFR ADVISORY LLC

TRUSTEE

indirect

1997-03-01

S.A.I. CAPITAL MANAGEMENT, LLC

TRUSTEE

indirect

1997-03-01

SENTINEL ADVISORS LLC

MEMBER

direct

1997-04-01

PRINCIPAL

direct

1997-04-01

WAYZATA CAPITAL MANAGEMENT, INC.

SHAREHOLDER

direct

1997-05-01

STEVEN A. NOROIAN & ASSOCIATES, INC.

OWNER

direct

1997-05-01

WELTON INVESTMENT CORPORATION

SOLE SHAREHOLDER

direct

1997-05-01

WELTON INVESTMENT CORPORATION

SOLE SHAREHOLDER

indirect

1997-05-01

WELTON FUND ADVISORS LLC

SOLE SHAREHOLDER

indirect

1997-05-01

WELTON INVESTMENT PARTNERS LLC

SOLE SHAREHOLDER

indirect

1997-05-01

TRENDSTAT CAPITAL MANAGEMENT INC.

NO TITLE

direct

1997-06-01

POPULAR SECURITIES, INC.

DIRECTOR

direct

1997-07-01

KLOSTERMAN CAPITAL CORP

TRUST

direct

1997-07-01

MORGAN JESS S & CO INC

TRUST

direct

1997-07-01

THE CLIFTON GROUP INVESTMENT MANAGEMENT COMPANY

SHAREHOLDER

direct

1997-07-01

JONES COMMODITIES, INC.

SHAREHOLDER

direct

1997-08-01

FIRST WESTERN ADVISORS

PRESIDENT / DIRECTOR

direct

1997-10-01

STEPHEN JONES CAPITAL MANAGEMENT, INC.

90% SHAREHOLDER

direct

1997-11-01

JONES VILLALTA ASSET MANAGEMENT, LLC

90% SHAREHOLDER OF STEPHEN JONES CAPITAL MANAGEMENT, INC.

indirect

1997-11-01

IHP CAPITAL PARTNERS

SHAREHOLDER

direct

1997-12-01

TIFFANY CAPITAL ADVISORS INC

BOARD MEMBER

direct

1998-01-01

SAGE, RUTTY & CO., INC.

DIRECTOR

direct

1998-01-01

KURIYAMA & CO LLC

MEMBER

direct

1998-01-01

SUMMIT PARTNERS V, L.P.

LIMITED PARTNER

direct

1998-01-01

CWS CAPITAL PARTNERS LLC

SHAREHOLDER

direct

1998-01-01

THE BAUPOST GROUP, L.L.C.

MEMBER

direct

1998-01-01

IWAMOTO, KONG & CO., INC.

SHAREHOLDER

direct

1998-01-01

CWS CAPITAL PARTNERS LLC

SHAREHOLDER / MANAGING MEMBER

direct

1998-01-01

FINANCIAL ADVISORY SERVICE INC

DANIELLE G. MEIER AND JOHN A. MEIER, TRUSTEES

direct

1998-01-01

BJURMAN, BARRY & ASSOCIATES

SHAREHOLDER A CLASS

direct

1998-03-01

DE PRINCE, RACE & ZOLLO, INC.

SHAREHOLDER

direct

1998-03-01

BOULDER INVESTMENT ADVISERS LLC

MEMBER

indirect

1998-05-01

BNY ASSOCIATES INCORPORATED

DIRECTOR

direct

1998-05-01

FULLER & THALER ASSET MANAGEMENT INC

SHAREHOLDER

direct

1998-05-01

VALUE PARTNERS LTD

SHAREHOLDER

direct

1998-06-01

VALU-TRAC INVESTMENT RESEARCH LIMITED

OWNER

direct

1998-06-01

PRIVATE PORTFOLIO OF SAN DIEGO, INC.

VICE PRESIDENT

direct

1998-06-01

GREIG ASSOCIATES INC

VICE PRESIDENT

direct

1998-07-01

RWT INVESTMENT ADVISERS, INC.

100% SHAREHOLDER

direct

1998-07-01

KELLNER, DILEO & CO., L.P.

LIMITED PARTNER

direct

1998-07-01

WHITEGATE INVESTMENT COUNSELORS INC

SHAREHOLDER

direct

1998-07-01

TAYLOR, COTTRILL, ERICKSON AND ASSOCIATES, INC.

SHAREHOLDER

indirect

1998-07-01

OWNERSHIP ADVISORS, INC.

PRESIDENT

direct

1998-09-01

THE HOLLISTER ASSET MANAGEMENT CO, G.P.

GENERAL PARTNER

direct

1998-09-01

THE BAKER GROUP, LP

VICE PRES/MANAGING DIRECTOR

direct

1998-09-01

HAMMER ASSET MANAGEMENT LLC

TRUSTEE

indirect

1998-10-01

HAMMER ASSET MANAGEMENT LLC

TRUSTEE

direct

1998-10-01

CITY SECURITIES CORPORATION

DIRECTOR

direct

1998-11-01

ARNHOLD AND S. BLEICHROEDER, INC.

SENIOR VICE PRESIDENT & DIRECTOR

direct

1988-08-01

2000-11-09

ARNHOLD AND S. BLEICHROEDER, INC.

SENIOR VICE PRESIDENT & DIRECTOR

direct

1995-03-01

2000-11-09

FSC SECURITIES CORPORATION

DIRECTOR/CHAIRMAN

direct

1997-10-01

2000-12-15

J. BUSH & CO., INCORPORATED

DIRECTOR

direct

1970-09-01

2001-01-29

J. BUSH & CO., INCORPORATED

EXECUTIVE VICE PRESIDENT

direct

1998-03-01

2001-01-29

MACK INVESTMENT SECURITIES, INC.

TRUSTEE IS PRESIDENT

direct

1986-01-01

2001-01-30

FORUM SECURITIES, INC.

SHAREHOLDER

indirect

1990-07-01

2001-01-30

FORUM SECURITIES, INC.

VICE PRESIDENT/CFO

direct

1991-03-01

2001-01-30

RASKOB KAMBOURIAN FINANCIAL ADVISORS LTD

TREAURER

direct

1992-02-01

2001-01-30

CHASE INVESTMENT SERVICES CORP.

DIRECTOR

direct

1998-09-01

2001-01-30

AMERICAN FIDELITY ASSURANCE CO

SHAREHOLDER

indirect

1980-05-01

2001-01-31

AMERICAN FIDELITY ASSURANCE CO

DIRECTOR

direct

1984-04-01

2001-01-31

AMERICAN FIDELITY ASSURANCE CO

SENIOR VICE PRESIDENT

direct

1987-01-01

2001-01-31

AMERICAN FIDELITY ASSURANCE CO

SENIOR VICE PRESIDENT

direct

1987-02-01

2001-01-31

MOODY ALDRICH & SULLIVAN LLC

NON MEMBER

indirect

1988-06-01

2001-01-31

MOODY ALDRICH & SULLIVAN LLC

NON MEMBER

indirect

1988-06-01

2001-01-31

AMERICAN FIDELITY ASSURANCE CO

SENIOR VICE PRESIDENT

direct

1990-01-01

2001-01-31

AMERICAN FIDELITY ASSURANCE CO

DIRECTOR

direct

1992-01-01

2001-01-31

AMERICAN FIDELITY ASSURANCE CO

PRESIDENT/DIRECTOR

direct

1992-02-01

2001-01-31

MOODY ALDRICH & SULLIVAN LLC

NON MEMBER

indirect

1992-12-01

2001-01-31

AMERICAN FIDELITY ASSURANCE CO

SENIOR VICE PRESIDENT

direct

1994-01-01

2001-01-31

COUNTRY CAPITAL MANAGEMENT COMPANY

SENIOR VP MARKETING

direct

1996-10-01

2001-01-31

AMERICAN FIDELITY ASSURANCE CO

DIRECTOR

direct

1997-11-01

2001-01-31

AMERICAN FIDELITY ASSURANCE CO

SENIOR CHAIRMAN OF BOARD

direct

1998-01-01

2001-01-31

AMERICAN FIDELITY ASSURANCE CO

CH.BD./DIR/CEO

direct

1998-01-01

2001-01-31

JULIUS BAER SECURITIES INC.

CHAIRMAN

direct

1998-04-01

2001-01-31

AMERICAN FIDELITY ASSURANCE CO

DIRECTOR

direct

1998-07-01

2001-01-31

AMERICAN FIDELITY ASSURANCE CO

SENIOR VICE PRESIDENT

direct

1998-08-01

2001-01-31

CENTURION CAPITAL MANAGEMENT CORP

BENEFICIAL OWNER OF CCGI, COMMON

indirect

1997-12-01

2001-02-01

ESSEX LLC

SECRETARY

direct

1933-01-01

2001-02-23

COMMONWEALTH ADVISORS INC

SECRETARY

direct

1991-04-01

2001-02-28

HARTFORD INVESTMENT FINANCIAL SERVICES COMPANY

SENIOR VICE PRESIDENT & DIRECTOR- INVESTMENTS & DIRECTOR

direct

1996-12-01

2001-02-28

COMMONWEALTH ADVISORS INC

VICE PRESIDENT

direct

1997-02-01

2001-02-28

LINDNER ASSET MANAGEMENT INC

SHAREHOLDER

direct

1997-03-01

2001-02-28

MBIA CAPITAL MANAGEMENT CORP.

SENIOR MANAGING DIRECTOR

direct

1998-02-01

2001-02-28

ORLEANS CAPITAL MANAGEMENT CORP

PRESIDENT, DIRECT OWNER-COMMON & DIRECTOR

direct

1991-07-01

2001-03-01

MONTICELLO ASSOCIATES INC

PRESIDENT

direct

1992-07-01

2001-03-01

MONTICELLO ASSOCIATES INC

TREASURER

direct

1992-07-01

2001-03-01

WCM INVESTMENT MANAGEMENT

direct

1995-06-01

2001-03-01

THE ROBINSON-HUMPHREY COMPANY, LLC

SENIOR MANAGING DIRECTOR AND DIRECTOR

direct

1998-05-01

2001-03-13

PRINCOR FINANCIAL SERVICES CORPORATION

SENIOR VICE PRESIDENT

direct

1998-01-01

2001-03-15

PMG CAPITAL CORP.

MANAGING DIRECTOR

direct

1998-10-01

2001-03-15

DIVERSIFIED INVESTMENT ADVISORS INC

DIRECTOR, TREASURER & CHIEF FINANCIAL OFFICER

direct

1992-10-01

2001-03-16

BERGER & ASSOCIATES LLC

MANAGER & 50% OWNER

direct

1997-04-01

2001-03-16

ARMA FINANCIAL SERVICES, INC.

CHAIRMAN

direct

1986-04-01

2001-03-20

ARMA FINANCIAL SERVICES, INC.

SECRETARY

direct

1986-04-01

2001-03-20

ARMA FINANCIAL SERVICES, INC.

DIRECTOR

direct

1986-04-01

2001-03-20

ARMA FINANCIAL SERVICES, INC.

DIRECTOR

direct

1991-06-01

2001-03-20

ARMA FINANCIAL SERVICES, INC.

DIRECTOR

direct

1994-10-01

2001-03-20

ARMA FINANCIAL SERVICES, INC.

DIRECTOR

direct

1996-07-01

2001-03-20

TREECE INVESTMENT ADVISORY CORP

PRESIDENT, DIRECTOR, SECT, TREASURER

direct

1979-08-01

2001-03-23

COMMERCE CAPITAL MARKETS, INC.

EXECUTIVE VICE PRESIDENT

direct

1977-03-01

2001-03-26

COMMERCE CAPITAL MARKETS, INC.

MANAGING DIRECTOR

direct

1977-09-01

2001-03-26

ASSET MANAGEMENT ADVISORS, LLC

EXECUTIVE MANAGER

direct

1996-06-01

2001-03-26

AMERVEST CO INC

MANAGING DIRECTOR

direct

1993-01-01

2001-03-27

PMG CAPITAL CORP.

PRESIDENT

direct

1986-12-01

2001-03-29

PMG CAPITAL CORP.

VICE PRESIDENT ADMIN.

direct

1995-04-01

2001-03-29

PMG CAPITAL CORP.

MANAGING DIRECTOR

direct

1995-10-01

2001-03-29

VESTRUST SECURITIES L.P.

SHAREHOLDER

direct

1997-01-01

2001-03-29

FIRST WESTERN ADVISORS

VICE PRESIDENT/SECRETARY

direct

1997-10-01

2001-03-29

FIRST WESTERN ADVISORS

DIRECTOR

direct

1997-10-01

2001-03-29

KAHN BROTHERS & CO. INC.

STOCKHOLDER, DIRECTOR

direct

1978-07-01

2001-03-30

PROEQUITIES INC

DIRECTOR

direct

1997-01-01

2001-03-30

PROVIDENT NATIONAL ASSURANCE COMPANY

DIRECTOR

direct

1995-10-01

2001-04-02

PROVIDENT NATIONAL ASSURANCE COMPANY

DIRECTOR, EXECUTIVE VICE PRESIDENT - FINANCE

direct

1997-11-01

2001-04-02

PROVIDENT NATIONAL ASSURANCE COMPANY

VICE PRESIDENT AND SECRETARY

direct

1997-11-01

2001-04-02

RICHARD O. JONES

PRESIDENT/CEO

indirect

1993-07-01

2001-04-06

RICHARD O. JONES

SHAREHOLDER

direct

1993-12-01

2001-04-06

CENTURION TRUST COMPANY

SHAREHOLDER

indirect

1997-12-01

2001-04-12

TOWER SQUARE SECURITIES, INC.

VICE PRESIDENT

direct

1998-09-01

2001-04-19

ORION FINANCIAL SERVICES, LLC

MEMB ER OF LLC

direct

1997-08-01

2001-04-20

THE ADVISORS GROUP, INC.

CHAIRMAN OF BOARD OF DIRECTORS

direct

1988-08-01

2001-04-26

CONCOURSE CAPITAL CORPORATION

DIRECTOR

direct

1991-08-01

2001-04-27

TIMING STRATEGIES CORP

PRESIDENT

direct

1982-05-01

2001-04-30

CMS INVESTMENT RESOURCES, INC.

VICE PRESIDENT, GENERAL COUNSEL

direct

1986-06-01

2001-04-30

VALU TRAC INVESTMENT MANAGEMENT LTD

CHIEF EXECUTIVE

direct

1989-10-01

2001-04-30

VALU TRAC INVESTMENT MANAGEMENT LTD

NON-EXECUTIVE DIRECTOR

direct

1994-10-01

2001-04-30

CANTERBURY CAPITAL SERVICES, INC.

SECRETARY

direct

1995-11-01

2001-04-30

MILLAR ROBERT PETER WHARTON

COMPLIANCE OFFICER

direct

1995-12-01

2001-04-30

VALU TRAC INVESTMENT MANAGEMENT LTD

COMPLIANCE OFFICER

direct

1995-12-01

2001-04-30

SUNTRUST EQUITABLE SECURITIES CORPORATION

CROP

direct

1990-07-01

2001-05-03

TITAN INVESTMENT ADVISORS LLC

PARTNER

direct

1996-05-01

2001-05-15

SOVEREIGN HOLDINGS LLC

PRESIDENT

direct

1997-01-01

2001-05-16

SOVEREIGN HOLDINGS LLC

ADMINISTRATIVE PARTNER

direct

1997-01-01

2001-05-16

ROBOTTI & COMPANY, INCORPORATED

DIRECTOR & STOCKHOLDER

direct

1983-08-01

2001-05-24

ROBOTTI & COMPANY, INCORPORATED

STOCKHOLDER

direct

1987-09-01

2001-05-24

ROBOTTI & COMPANY, INCORPORATED

SROP, ROP

direct

1994-05-01

2001-05-24

ROGGE GLOBAL PARTNERS PLC

100% SHAREHOLDER OF UNITED ASSET MANAGEMENT UK HOLDINGS LIMITED

direct

1996-09-01

2001-05-24

ROBOTTI & COMPANY, INCORPORATED

SROP, ROP

direct

1997-09-01

2001-05-24

CANYON CAPITAL REALTY ADVISORS LLC

MEMBER

direct

1998-05-01

2001-06-12

THE ROBINSON-HUMPHREY COMPANY, LLC

EXECUTIVE VICE PRESIDENT AND DIRECTOR

direct

1997-05-01

2001-06-20

SPELMAN & CO., INC.

DIRECTOR

direct

1998-04-01

2001-06-20

THE MILLER FINANCIAL GROUP, INC.

SHAREHOLDER

indirect

1992-04-01

2001-06-25

A. G. EDWARDS & SONS, INC.

DIRECTOR OF HOLDING COMPANY

direct

1997-06-01

2001-06-26

COORDINATED ASSET PLANNING CO INC

CHEIF OPERATIONS OFFICER

direct

1989-05-01

2001-07-30

METROPOLITAN LIFE INSURANCE COMPANY

DIRECTOR

direct

1995-06-01

2001-07-30

KEENE & ASSOCIATES, INC.

PRESIDENT

direct

1994-09-01

2001-08-09

WILLIAMS C R INC

MANAGING DIRECTOR

direct

1994-06-01

2001-08-15

WILLIAMS C R INC

PRESIDENT

direct

1994-08-01

2001-08-15

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

EXECUTIVE VICE PRESIDENT, DIRECTOR OF UPG

direct

1987-08-01

2001-08-21

ST. BERNARD FINANCIAL SERVICES, INC.

SHAREHOLDER

direct

1994-03-01

2001-08-28

MEMORIAL INVESTMENT ADVISORS INC

VP AND CIO

direct

1998-09-01

2001-09-25

SYMMETRIC INVESTMENTS, INC.

5% + SHAREHOLDER

direct

1992-12-01

2001-09-26

ALLIANCE ADVISORY & SECURITIES, INC.

PRESIDENT

indirect

1987-07-01

2001-09-27

PMG CAPITAL CORP.

PRESIDENT AND CHIEF EXECUTIVE OFFICER

direct

1986-12-01

2001-10-01

PMG CAPITAL CORP.

MANAGING DIRECTOR

direct

1987-06-01

2001-10-01

PMG CAPITAL CORP.

MANAGING DIRECTOR

direct

1993-12-01

2001-10-01

PMG CAPITAL CORP.

MANAGING DIRECTOR AND TREASURER

direct

1995-10-01

2001-10-01

SMITH SHELLNUT WILSON LLC

PRINCIPAL

direct

1995-06-01

2001-10-22

SMITH SHELLNUT WILSON LLC

PRINCIPAL

direct

1998-08-01

2001-10-22

SALOMON SMITH BARNEY INC.

GENERAL COUNSEL - SMITH BARNEY ASSET MANAGEMENT, MANAGING DIRECTOR - SALOMON SMITH BARNEY INC.

direct

1995-07-01

2001-10-24

SALOMON SMITH BARNEY INC.

CHAIRMAN & CEO - SMITH BARNEY ASSET MANAGEMENT

direct

1997-08-01

2001-10-24

SALOMON SMITH BARNEY INC.

MANAGING DIRECTOR - SALOMON SMITH BARNEY, CHIEF INVESTMENT OFFICER - SMITH BARNEY ASSET MANAGEMENT

direct

1997-08-01

2001-10-24

CSFBDIRECT, INC.

DIRECTOR/CCO/CROP/SROP

direct

1996-08-01

2001-10-26

STEPHENS INC.

SHAREHOLDER PREFERRED B

indirect

1990-12-01

2001-10-31

STEPHENS INC.

SHAREHOLDER COMMON A

indirect

1990-12-01

2001-10-31

CBNY INVESTMENT SERVICES CORP.

SHAREHOLDER

indirect

1988-03-01

2001-11-01

FINARC LLC

SPOUSE

direct

1996-10-01

2001-11-29

THE MILLER FINANCIAL GROUP, INC.

SHAREHOLDER

indirect

1992-04-01

2001-11-30

CJ CAPITAL MANAGEMENT LLC

PRESIDENT

direct

1998-08-01

2001-12-07

ARNHOLD AND S. BLEICHROEDER, INC.

STOCKHOLDER

direct

1946-07-01

2001-12-10

ARNHOLD AND S. BLEICHROEDER, INC.

SENIOR VICE PRESIDENT & DIRECTOR

direct

1978-06-01

2001-12-10

ARNHOLD AND S. BLEICHROEDER, INC.

SENIOR VICE PRESIDENT, TREASURER & DIRECTOR

direct

1990-11-01

2001-12-10

ARNHOLD AND S. BLEICHROEDER, INC.

CO-CHAIRMAN OF THE BOARD

direct

1994-01-01

2001-12-10

ARNHOLD AND S. BLEICHROEDER, INC.

CO-PRESIDENT, SECRETARY & DIRECTOR

direct

1994-01-01

2001-12-10

ARNHOLD AND S. BLEICHROEDER, INC.

CO-PRESIDENT AND DIRECTOR

direct

1994-01-01

2001-12-10

ARNHOLD AND S. BLEICHROEDER, INC.

SENIOR VICE PRESIDENT , SROP/CROP

direct

1994-04-01

2001-12-10

TRENDLINE RESEARCH & MANAGEMENT CORP

DIRECTOR, VICE-PRESIDENT, SECRETARY/TREASURER

direct

1988-03-01

2001-12-12

TRENDLINE RESEARCH & MANAGEMENT CORP

DIRECTOR, PRESIDENT

direct

1988-03-01

2001-12-12

TREVOR STEWART BURTON & JACOBSEN INC

STOCKHOLDER

direct

1995-04-01

2001-12-18

COUNTRY CAPITAL MANAGEMENT COMPANY

VP COMMUNICATIONS & HUMAN RESOURCES

direct

1989-10-01

2001-12-20

COUNTRY CAPITAL MANAGEMENT COMPANY

VP INFO SYSTEMS

direct

1996-10-01

2001-12-20

COUNTRY CAPITAL MANAGEMENT COMPANY

CORPORATE CONTROLLER

direct

1997-03-01

2001-12-20

THURLOW CAPITAL MANAGEMENT, INC.

PRESIDENT

direct

1997-04-01

2002-01-03

THURLOW CAPITAL MANAGEMENT, INC.

VICE-PRESIDENT

direct

1997-04-01

2002-01-03

CENTURION HINDS INVESTMENT MANAGEMENT CORP

SHAREHOLDER OF CENTURION CAPITAL GROUP INC.

indirect

1997-12-01

2002-01-17

CATHOLIC FINANCIAL SERVICES CORP

CHAIRMAN, DIRECTOR

direct

1994-06-01

2002-01-23

CATHOLIC FINANCIAL SERVICES CORP

DIRECTOR

direct

1994-06-01

2002-01-23

NORTHERN TRUST SECURITIES, INC.

DIRECTOR

direct

1997-01-01

2002-01-23

CSFBDIRECT, INC.

DIRECTOR OF COMPLIANCE/CCO/CROP/SROP

direct

1996-08-01

2002-01-25

PRINCOR FINANCIAL SERVICES CORPORATION

DIRECTOR

direct

1998-01-01

2002-01-25

SUCCESSFUL RESOURCES MANAGEMENT LTD

VICE PRESIDENT

direct

1996-06-01

2002-02-05

COORDINATED ASSET PLANNING CO INC

PRESIDENT

direct

1984-01-01

2002-02-13

FERGUSON INVESTMENT CONSULTANTS INC

PRESIDENT

direct

1988-06-01

2002-02-13

COORDINATED ASSET PLANNING CO INC

CHIEF OPERATIONS OFFICER

direct

1989-05-01

2002-02-13

MCCORMACK ADVISORS INTERNATIONAL LLC

indirect

1973-12-01

2002-03-11

AMERICAN INVESTMENT SERVICES INC

TREASURER & SECRETARY

direct

1988-12-01

2002-03-15

HORSLEY BRIDGE PARTNERS, INC.

SHAREHOLDER

direct

1983-03-01

2002-03-19

HORSLEY BRIDGE PARTNERS, INC.

SHAREHOLDER

direct

1985-03-01

2002-03-19

PARNASSUS INVESTMENTS

DIRECTOR

direct

1984-06-01

2002-03-22

AMR INVESTMENT SERVICES, INC

SECRETARY

direct

1988-01-01

2002-03-25

MCCORMICK CAPITAL MANAGEMENT

V.P. FIXED INCOME

direct

1993-03-01

2002-03-26

CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD

SHAREHOLDER

direct

1995-01-01

2002-03-26

MCCORMICK CAPITAL MANAGEMENT

V.P. OPERATIONS

direct

1996-04-01

2002-03-26

LORD ANDREW CHARLES

SOLE PROPRIETOR

direct

1984-01-01

2002-03-27

GLEN RAUCH SECURITIES, INC.

SECRETARY/DIRECTOR

direct

1986-02-01

2002-03-27

CITISTREET ADVISORS LLC

VICE PRESIDENT, TREASURER, FINOP

direct

1991-05-01

2002-03-27

NATIONWIDE ADVISORY SERVICES, INC.

DIRECTOR

direct

1998-04-01

2002-03-27

GUARDIAN CAPITAL INC

MANAGING DIRECTOR

direct

1985-11-01

2002-03-28

GUARDIAN CAPITAL INC

MANAGING DIRECTOR

direct

1988-02-01

2002-03-28

FORUM SECURITIES, INC.

EXECUTIVE VICE PRESIDENT

direct

1989-01-01

2002-03-28

FORUM SECURITIES, INC.

DIRECTOR

direct

1989-02-01

2002-03-28

FORUM SECURITIES, INC.

SECRETARY

direct

1989-06-01

2002-03-28

FORUM SECURITIES, INC.

PRESIDENT/TREASURER/DIRECTOR/SROP/CROP

direct

1991-02-01

2002-03-28

FORUM SECURITIES, INC.

SENIOR VICE PRESIDENT/CFO

direct

1991-03-01

2002-03-28

FORUM SECURITIES, INC.

DIRECTOR

direct

1992-08-01

2002-03-28

GUARDIAN CAPITAL INC

MANAGING DIRECTOR

direct

1994-11-01

2002-03-28

GUARDIAN CAPITAL INC

MANAGING DIRECTOR

direct

1995-04-01

2002-03-28

INSTITUTIONAL SECURITIES CORPORATION

SECRETARY

direct

1996-05-01

2002-03-28

VALUE PARTNERS LTD

NON-EXECUTIVE DIRECTOR

direct

1998-06-01

2002-03-28

GUARDIAN CAPITAL ADVISORS INC

V.P., COMPLIANCE & SECRETARY

direct

1998-11-01

2002-03-28

EPG INC

SENIOR VICE PRESIDENT

direct

1998-01-01

2002-04-01

JMG CAPITAL MANAGEMENT, LLC

N/A

indirect

1998-04-01

2002-04-01

STIFEL, NICOLAUS & COMPANY, INCORPORATED

SHAREHOLDER

direct

1996-06-01

2002-04-02

WARNER GROUP, INC.

VICE PRESIDENT, DIRECTOR, SHAREHOLDER

direct

1996-05-01

2002-04-03

TACTICAL ALLOCATION SERVICES LLC

TRUST

direct

1996-04-01

2002-04-04

BRENTON INVESTMENTS, INC.

SHAREHOLDER

indirect

1995-01-01

2002-04-17

MUHLENKAMP & CO INC

SHAREHOLDER

direct

1983-02-01

2002-04-22

DIVERSIFIED INVESTMENT ADVISORS INC

DIRECTOR & PRESIDENT

direct

1992-10-01

2002-04-30

DIVERSIFIED INVESTMENT ADVISORS INC

SECRETARY

direct

1994-01-01

2002-04-30

LINDNER CAPITAL MANAGEMENT, LLC

52% SHAREHOLDER

indirect

1997-03-01

2002-04-30

CHAPEL HILL CAPITAL MANAGEMENT INC

PRESIDENT

direct

1997-12-01

2002-05-03

ARISTA INVESTMENT ADVISORS, LTD.

PRESIDENT

direct

1988-11-01

2002-05-06

ARISTA INVESTMENT ADVISORS, LTD.

SECRETARY

direct

1988-11-01

2002-05-06

ARISTA INVESTMENT ADVISORS, LTD.

VICE-PRESIDENT

direct

1996-04-01

2002-05-06

PINNACLE FUND MANAGEMENT LLC

NONE

direct

1997-03-01

2002-05-06

SUCCESSFUL MONEY STRATEGIES INC

CHIEF INVESTMENT OFFICER

direct

1993-03-01

2002-05-07

WESTBOURNE INVESTMENTS, INC.

BENEFICIAL OWNER

direct

1997-09-01

2002-05-14

WESTBOURNE INVESTMENTS, INC.

BENEFICIAL OWNER

direct

1997-12-01

2002-05-14

PLANNERS FINANCIAL SERVICES, INC.

BOARD MEMBER

direct

1984-03-01

2002-05-24

PACIFIC CAPITAL PLANNING COMPANY

OWNER

direct

1997-09-01

2002-05-24

A. G. EDWARDS & SONS, INC.

DIRECTOR, SENIOR VICE PRESIDENT, ASSISTANT SECRETARY

direct

1998-03-01

2002-05-31

R.V. KUHNS & ASSOCIATES, INC.

TREASURER

indirect

1986-01-01

2002-06-25

FIRST ALLIED SECURITIES, INC.

SHAREHOLDER

indirect

1994-10-01

2002-07-22

TRUSTED SECURITIES ADVISORS CORP.

CHAIRMAN AND DIRECTOR

direct

1998-08-01

2002-07-24

AMERICAN GENERAL FINANCIAL ADVISORS, INC.

ASSISTANT TREASURER

direct

1998-08-01

2002-08-29

EQUITY ANALYSTS INC.

SHAREHOLDER

direct

1998-09-01

2002-09-20

THE MILLER FINANCIAL GROUP, INC.

SHAREHOLDER

indirect

1992-04-01

2002-09-23

1717 CAPITAL MANAGEMENT COMPANY

DIRECTOR

direct

1998-11-01

2002-09-26

KILLIAN ASSET MANAGEMENT CORP

PRESIDENT

direct

1987-04-01

2002-10-11

ABSOLUTE RETURN ADVISORS, LTD.

CROP/SROP/VP

direct

1996-12-01

2002-10-14

MCCORMACK ADVISORS INTERNATIONAL LLC

indirect

1973-12-01

2002-10-16

METROPOLITAN LIFE INSURANCE COMPANY

DIRECTOR

direct

1980-03-01

2002-10-21

METROPOLITAN LIFE INSURANCE COMPANY

DIRECTOR

direct

1980-11-01

2002-10-21

METROPOLITAN LIFE INSURANCE COMPANY

DIRECTOR

direct

1983-02-01

2002-10-21

ARTHURS, LESTRANGE & COMPANY INCORPORATED

OUTSIDE SHAREHOLDER

direct

1986-03-01

2002-10-31

SANDALWOOD SECURITIES, INC.

SHAREHOLDER

direct

1997-12-01

2002-10-31

SANDALWOOD SECURITIES, INC.

SHAREHOLDERS

direct

1997-12-01

2002-10-31

BERGER & ASSOCIATES LLC

MANAGER & 100% OWNER

direct

1997-04-01

2002-12-04

MUHLENKAMP & CO INC

SHAREHOLDER

indirect

1983-02-01

2002-12-18

THE DANFORTH ASSOCIATES, INC

VICE PRESIDENT & DIRECTOR

direct

1994-09-01

2002-12-20

COUNTRY CAPITAL MANAGEMENT COMPANY

CHAIRMAN OF THE BOARD & DIRECTOR

direct

1994-10-01

2003-01-02

COUNTRY CAPITAL MANAGEMENT COMPANY

GENERAL COUNSEL & SECRETARY

direct

1996-08-01

2003-01-02

COUNTRY CAPITAL MANAGEMENT COMPANY

SENIOR VP & CHIEF FINANCIAL OFFICER

direct

1996-10-01

2003-01-02

COUNTRY CAPITAL MANAGEMENT COMPANY

VP FINANCE & TREASURER

direct

1998-11-01

2003-01-02

L ROY PAPP & ASSOCIATES

GENERAL PARTNER

direct

1992-01-01

2003-01-10

MEMORIAL INVESTMENT ADVISORS INC

PRESIDENT AND CEO

direct

1998-10-01

2003-01-14

MEMORIAL INVESTMENT ADVISORS INC

VP AND CFO

direct

1998-10-01

2003-01-14

LAUREL MANAGEMENT CO LLC

MEMBER

direct

1995-07-01

2003-01-15

CLARK FINANCIAL SERVICES GROUP INC

PRESIDENT

direct

1987-01-01

2003-01-24

ROLF ADLER GROUP INC

PRESIDENT

direct

1987-12-01

2003-01-25

FINANCIAL ADVISORY SERVICE INC

SHAREHOLDER

direct

1984-01-01

2003-02-05

C.E. UNTERBERG, TOWBIN (A CALIFORNIA LIMITED PARTNERSHIP)

DIRECTOR OF COMPLIANCE

direct

1997-03-01

2003-02-07

THE DANFORTH ASSOCIATES, INC

DIRECTOR

direct

1994-09-01

2003-02-14

GURUN, INC.

PRESIDENT

direct

1986-03-01

2003-02-27

TIFFANY CAPITAL ADVISORS INC

BOARD MEMBER

direct

1992-07-01

2003-03-03

WILLINGHAM ASSET MANAGEMENT INC

PRESIDENT

direct

1995-11-01

2003-03-03

JULIUS BAER SECURITIES INC.

SENIOR VICE PRESIDENT

direct

1994-12-01

2003-03-14

JULIUS BAER SECURITIES INC.

DIRECTOR

direct

1996-05-01

2003-03-14

THE DE BURLO GROUP,INC.

PRESIDENT

direct

1987-10-01

2003-03-18

THE DE BURLO GROUP,INC.

SECRETARY

direct

1987-10-01

2003-03-18

THE DE BURLO GROUP,INC.

DIRECTOR

direct

1987-10-01

2003-03-18

THE DE BURLO GROUP,INC.

SENIOR VICE PRESIDENT

direct

1996-03-01

2003-03-18

PERKINS, WOLF, MCDONNELL & CO.

SHAREHOLDER

direct

1983-03-01

2003-03-26

KEENE & ASSOCIATES, INC.

PRESIDENT, DIRECTOR

direct

1994-09-01

2003-03-26

HORSLEY BRIDGE PARTNERS, INC.

SHAREHOLDER CLASS A & B SHARES

direct

1985-03-01

2003-03-27

NVEST FUNDS MANAGEMENT LP

GENERAL PARTNER

direct

1995-01-01

2003-03-27

CJ CAPITAL MANAGEMENT LLC

MEMBER, PRESIDENT

direct

1998-08-01

2003-03-27

BUCKINGHAM CAPITAL MANAGEMENT INC

DIRECTOR

direct

1985-05-01

2003-03-28

COMMERCE CAPITAL MARKETS, INC.

EXECUTIVE VICE PRESIDENT

direct

1972-05-01

2003-03-31

ATLANTIC CAPITAL MANAGEMENT LTD

VICE PRESIDENT

direct

1990-08-01

2003-03-31

ATLANTIC CAPITAL MANAGEMENT LTD

CORPORATE SECRETARY

direct

1992-04-01

2003-03-31

FIRST WESTERN ADVISORS

PRESIDENT

direct

1997-10-01

2003-04-02

J. BUSH & CO., INCORPORATED

PRESIDENT / DIRECTOR

direct

1998-03-01

2003-04-03

HORNOR, TOWNSEND & KENT, INC.

DIRECTOR

direct

1998-05-01

2003-04-08

BERGER & ASSOCIATES LLC

MANAGING DIRECTOR

direct

1997-04-01

2003-04-16

PENSION CONSULTING ALLIANCE INC

PRINCIPAL

direct

1995-10-01

2003-05-02

TWEEDY, BROWNE COMPANY LLC

MANAGING DIRECTOR

direct

1997-10-01

2003-05-07

JULIUS BAER SECURITIES INC.

SHAREHOLDER

direct

1962-11-01

2003-05-20

HARBOUR INVESTMENTS, INC.

VICE PRESIDENT, SECRETARY

direct

1992-04-01

2003-06-13

HARBOUR INVESTMENTS, INC.

CCO

direct

1994-05-01

2003-06-13

HARBOUR INVESTMENTS, INC.

VICE PRESIDENT

direct

1997-03-01

2003-06-13

BRILL SECURITIES, INC.

VP., TRES., SEC., ,CHIEF OPERATING OFFICER

direct

1987-06-01

2003-06-30

SIGNATOR INVESTORS, INC.

VICE PRESIDENT

direct

1998-09-01

2003-07-03

MECHTENBERG FINANCIAL GROUP INC

SHAREHOLDER

direct

1980-01-01

2003-07-14

DEVON ADVISORS INC

PRESIDENT

direct

1998-07-01

2003-07-30

L ROY PAPP & ASSOCIATES

GENERAL PARTNER

direct

1991-01-01

2003-08-06

L ROY PAPP & ASSOCIATES

GENERAL PARTNER

direct

1989-10-01

2003-08-28

L ROY PAPP & ASSOCIATES

GENERAL PARTNER

direct

1993-01-01

2003-08-28

L ROY PAPP & ASSOCIATES

GENERAL PARTNER

direct

1996-01-01

2003-08-28

CHARLES SCHWAB & CO., INC.

SENIOR VICE PRESIDENT - GENERAL COUNSEL

direct

1997-07-01

2003-09-11

METROPOLITAN LIFE INSURANCE COMPANY

SENIOR VICE PRESIDENT

direct

1998-03-01

2003-09-17

THE DANFORTH ASSOCIATES, INC

CHAIRMAN & DIRECTOR

direct

1949-01-01

2003-09-25

THE DANFORTH ASSOCIATES, INC

PRESIDENT & DIRECTOR

direct

1994-08-01

2003-09-25

MONEY CONCEPTS CAPITAL CORP

CHAIRMAN

direct

1982-06-01

2003-10-27

MONEY CONCEPTS CAPITAL CORP

SHAREHOLDER

indirect

1982-06-01

2003-10-27

UBOC INVESTMENT SERVICES, INC.

DIRECTOR

direct

1993-02-01

2003-10-27

ARTISAN PARTNERS LIMITED PARTNERSHIP

GENERAL PARTNER OF SUTTER HILL PARTNERS L.P.

indirect

1991-07-01

2003-11-18

ARTISAN PARTNERS LIMITED PARTNERSHIP

GENERAL PARTNER OF SUTTER HILL PARTNERS L.P.

indirect

1995-01-01

2003-11-18

ROGGE GLOBAL PARTNERS PLC

100% OWNER OF UNITED ASSET MANAGEMENT UK HOLDINGS LIMITED

indirect

1996-09-01

2003-11-18

ARTISAN PARTNERS LIMITED PARTNERSHIP

LIMITED PARTNER OF SUTTER HILL PARTNERS L.P.

indirect

1998-01-01

2003-11-18

ARTISAN PARTNERS LIMITED PARTNERSHIP

GENERAL PARTNER OF SUTTER HILL PARTNERS L.P.

indirect

1998-01-01

2003-11-18

AMERICAN INSTITUTIONAL REALTY ADVISORS

OWNER

direct

1992-12-01

2003-12-17

CITIGROUP GLOBAL MARKETS INC.

CHIEF INVESTMENT OFFICER, U.S. RETAIL & HIGH NET WORTH - CITIGROUP ASSET MGMT

direct

1997-09-01

2003-12-18

CAPITAL MANAGEMENT CONSULTING, LLC

CO-PRESIDENT

direct

1996-07-01

2004-01-02

SUCCESSFUL MONEY STRATEGIES INC

PRESIDENT

direct

1993-03-01

2004-01-07

WARFIELD ASSOCIATES, INC.

CORPORATE SECRETARY

direct

1988-11-01

2004-01-13

BJURMAN, BARRY & ASSOCIATES

SHAREHOLDER

direct

1998-03-01

2004-01-15

TRF INVESTMENTS INC

PRESIDENT

direct

1992-03-01

2004-01-20

PPS & V ASSET MANAGEMENT CONSULTANTS INC

PRESIDENT

direct

1991-09-01

2004-01-22

AMERISTOCK CORP

SHAREHOLDER

direct

1995-06-01

2004-02-03

MADISON PORTFOLIO CONSULTANTS INC.

PRESIDENT, DIRECTOR

direct

1990-12-01

2004-02-26

SULLIVAN, MORRISSEY & MICKLE SECURITIES CORP.

CHAIRMAN, DIRECTOR

direct

1978-08-01

2004-03-08

LORD ANDREW CHARLES

MEMBER

direct

1984-01-01

2004-03-09

TOWER EQUITIES, INC.

TRUSTEE OF JUDITH D BON REVOCABLE LIVING TRUST

direct

1992-12-01

2004-03-25

FRANK RUSSELL CAPITAL INC.

GENERAL COUNSEL, SECRETARY, DIRECTOR

direct

1994-11-01

2004-03-25

FISHMAN JAY A LTD

PRESIDENT

direct

1983-09-01

2004-03-26

BAXTER FINANCIAL CORPORATION

SECRETARY

direct

1989-04-01

2004-03-26

SPRING CREEK INVESTMENT ADVISORS, INC.

PRESIDENT

direct

1994-10-01

2004-03-26

ORION CAPITAL MANAGEMENT INC

PRESIDENT

direct

1991-05-01

2004-03-29

SYSTEMATIC FINANCIAL MANAGEMENT LP

CHIEF INVESTMENT OFFICER AND SENIOR MANAGING DIRECTOR

direct

1996-07-01

2004-03-29

SYSTEMATIC FINANCIAL MANAGEMENT LP

MANAGING DIRECTOR AND SENIOR PORTFOLIO MANAGER

direct

1996-07-01

2004-03-29

ORION CAPITAL MANAGEMENT INC

SECRETARY/TREASURER

direct

1997-01-01

2004-03-29

LAFAYETTE INVESTMENTS, INC.

SECRETARY

direct

1988-05-01

2004-03-30

WALL STREET ASSOCIATES

SHAREHOLDER

direct

1991-12-01

2004-03-30

TAKAKI CLOSE & ASSOCIATES, LTD.

PRESIDENT

direct

1993-04-01

2004-03-30

TAKAKI CLOSE & ASSOCIATES, LTD.

DIRECTOR

direct

1993-04-01

2004-03-30

LAFAYETTE INVESTMENTS, INC.

DIRECTOR

direct

1998-05-01

2004-03-30

COMMERCE CAPITAL MARKETS, INC.

PRESIDENT/CEO/DIRECTOR

direct

1971-10-01

2004-03-31

ORLEANS CAPITAL MANAGEMENT CORP

VICE PRESIDENT, DIRECT OWNER-COMMON & DIRECTOR

direct

1991-11-01

2004-03-31

ORLEANS CAPITAL MANAGEMENT CORP

VICE PRESIDENT, DIRECT OWNER-PFD, & DIRECTOR

direct

1994-02-01

2004-03-31

COMMERCE CAPITAL MARKETS, INC.

SENIOR VP/DIRECTOR

direct

1998-03-01

2004-03-31

COMMERCE CAPITAL MARKETS, INC.

CFO/SECRETARY/FINOP

direct

1998-09-01

2004-03-31

AMERICAN INVESTMENT SERVICES INC

BOARD CHAIRMAN & DIRECTOR

direct

1998-10-01

2004-03-31

COMMERCE CAPITAL MARKETS, INC.

COMPLIANCE OFFICER

direct

1998-11-01

2004-03-31

COOPER LARRY CLARK

SOLE PROPRIETOR

direct

1983-10-01

2004-04-02

C.E. UNTERBERG, TOWBIN LLC

PRESIDENT

indirect

1989-05-01

2004-04-22

MORSE WILLIAMS & CO. INC.

MANAGING DIRECTOR

direct

1992-05-01

2004-04-29

PENSION CONSULTING ALLIANCE INC

PRINCIPAL

direct

1992-08-01

2004-05-13

WILLIAM MANN CO INC

PRESIDENT

direct

1989-05-01

2004-06-22

CAPITAL BUILDERS ADVISORY SERVICES INC

DIRECTOR/PRESIDENT

direct

1977-01-01

2004-06-29

SUCCESSFUL MONEY STRATEGIES INC

PRESIDENT/CHIEF COMPLIANCE OFFICER

direct

1993-03-01

2004-07-06

POPULAR SECURITIES, INC.

CFO

direct

1997-09-01

2004-07-19

METROPOLITAN LIFE INSURANCE COMPANY

DIRECTOR

direct

1985-05-01

2004-07-26

LEGACY FINANCIAL GROUP, INC.

PRESIDENT AND DIRECTOR

direct

1998-11-01

2004-08-03

SAFECO INVESTMENT SERVICES, INC.

ASSISTANT SECRETARY

direct

1998-02-01

2004-08-05

METROPOLITAN LIFE INSURANCE COMPANY

DIRECTOR

direct

1998-06-01

2004-08-05

FINDELL & CO INC

PRESIDENT

direct

1987-01-01

2004-08-24

MOODY INVESTMENT ADVISORS, INC.

PRESIDENT

direct

1995-01-01

2004-08-27

COMMONWEALTH ADVISORS INC

VICE PRESIDENT

direct

1994-12-01

2004-09-02

THE WEIL COMPANY

TRUSTEE OF THE WEIL FAMILY TRUST OF 1980

direct

1980-09-01

2004-09-09

DANDA FINANCIAL SERVICES, INC.

PRESIDENT

direct

1992-01-01

2004-09-15

CARDINAL CAPITAL MANAGEMENT INC

CHEIF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER

direct

1992-01-01

2004-10-06

MORSE WILLIAMS & CO. INC.

MANAGING DIRECTOR/COMPLIANCE OFFICER

direct

1992-05-01

2004-10-07

MORSE WILLIAMS & CO. INC.

MANAGING DIRECTOR & PRINCIPAL

direct

1996-12-01

2004-10-07

PRIMECAP MANAGEMENT CO

CHAIRMAN

direct

1983-09-01

2004-10-26

PRIMECAP MANAGEMENT CO

VICE CHAIRMAN

direct

1983-09-01

2004-10-26

PRIMECAP MANAGEMENT CO

PRESIDENT

direct

1983-09-01

2004-10-26

PRIMECAP MANAGEMENT CO

EXECUTIVE VICE PRESIDENT

direct

1986-07-01

2004-10-26

CAPITAL MANAGEMENT ASSOCIATES INC

PRESIDENT

direct

1996-04-01

2004-11-02

CAPITAL MANAGEMENT ASSOCIATES INC

SECRETARY/TREASURER

direct

1996-04-01

2004-11-02

HORNOR, TOWNSEND & KENT, INC.

COUNSEL

direct

1998-11-01

2004-11-23

THE PROGRAM WORKS, INC.

CHAIRMAN

direct

1990-11-01

2004-11-29

UNITED AMERICAN SECURITIES, INC.

NONE

direct

1987-11-01

2004-12-03

UNITED AMERICAN SECURITIES, INC.

NONE

direct

1988-01-01

2004-12-03

C.E. UNTERBERG, TOWBIN LLC

MANAGING DIRECTOR

indirect

1989-05-01

2004-12-07

FINANCIAL ADVISORY SERVICE INC

PRESIDENT, DIRECTOR SHAREHOLDER

direct

1983-02-01

2004-12-15

FINANCIAL DESIGNS CORPORATION

VICE PRESIDENT, SECRETARY

direct

1981-03-01

2004-12-16

FOLGER NOLAN FLEMING DOUGLAS INCORPORATED

LIMITED PARTNERSHIP

indirect

1984-05-01

2005-01-04

D.J. ST. GERMAIN CO., INC.

VICE PRESIDENT

direct

1987-06-01

2005-01-07

D.J. ST. GERMAIN CO., INC.

DIRECTOR

direct

1988-03-01

2005-01-07

WILEN MANAGEMENT CO INC

CORPORATION

indirect

1984-07-01

2005-01-21

ANDREW J. SOTER

OWNER

direct

1988-09-01

2005-01-25

METROPOLITAN LIFE INSURANCE COMPANY

SENIOR EXECUTIVE VICE PRESIDENT & CAO

direct

1998-03-01

2005-02-01

DFC FINANCIAL GROUP INC

PRESIDENT

direct

1983-01-01

2005-02-03

WILEN MANAGEMENT CO INC

PRESIDENT

direct

1984-07-01

2005-02-03

WILEN MANAGEMENT CO INC

SECRETARY/TREASURER

direct

1984-07-01

2005-02-03

WILEN MANAGEMENT CO INC

CHIEF COMPLIANCE OFFICER

direct

1984-07-01

2005-02-03

MORSE WILLIAMS & CO. INC.

PRESIDENT/CEO

direct

1984-05-01

2005-02-11

MORSE WILLIAMS & CO. INC.

PORTFOLIO STRATEGIST

direct

1986-05-01

2005-02-11

MORSE WILLIAMS & CO. INC.

MANAGING DIRECTOR/PRINCIPAL/COMPLIANCE OFFICER

direct

1992-05-01

2005-02-11

MORSE WILLIAMS & CO. INC.

MANAGING DIRECTOR/PRINCIPAL

direct

1996-12-01

2005-02-11

DARTMOUTH CAPITAL ADVISORS, INC.

CHIEF COMPLIANCE OFFICER

direct

1995-12-01

2005-02-17

FINCH JAMES AUSTIN III

PRINCIPAL

direct

1994-12-01

2005-02-22

ARTISAN PARTNERS LIMITED PARTNERSHIP

LIMITED PARTNER

direct

1994-11-01

2005-03-01

AMR INVESTMENT SERVICES, INC

VICE PRESIDENT & COMPLIANCE OFFICER

direct

1995-07-01

2005-03-01

ASSET MANAGEMENT ADVISORS, LLC

EXECUTIVE MANAGER

direct

1996-03-01

2005-03-03

ASSET MANAGEMENT ADVISORS, LLC

CHIEF COMPLIANCE OFFICER

direct

1996-03-01

2005-03-10

AMERICAN INVESTMENT SERVICES INC

DIRECTOR

direct

1989-07-01

2005-03-11

BAXTER FINANCIAL CORPORATION

SECRETARY AND CCO

direct

1989-04-01

2005-03-17

SULLIVAN, MORRISSEY & MICKLE SECURITIES CORP.

PRESIDENT, DIRECTOR

direct

1978-11-01

2005-03-21

BOXER LAURA JUDITH

OWNER

direct

1986-01-01

2005-03-21

ADVISORY ONE, INC.

PRESIDENT

direct

1993-08-01

2005-03-23

C.E. UNTERBERG, TOWBIN (A CALIFORNIA LIMITED PARTNERSHIP)

CHIEF FINANCIAL OFFICER

direct

1998-07-01

2005-03-23

HAMILTON ADVISORS INC

PRESIDENT

direct

1981-01-01

2005-03-25

KETTLER JAMES ROBERT

OWNER

direct

1992-10-01

2005-03-25

DOWSE SECURITIES MANAGEMENT CORP

PRESIDENT

direct

1978-04-01

2005-03-28

SPECTRUM CAPITAL MANAGEMENT

GENERAL PARTNER

direct

1987-01-01

2005-03-28

FAGAN ASSOCIATES INC

PRESIDENT

direct

1989-08-01

2005-03-28

CARDINAL CAPITAL MANAGEMENT INC

CHAIRMAN, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER

direct

1992-01-01

2005-03-28

BUCKINGHAM CAPITAL MANAGEMENT INC

PRESIDENT, CHIEF INVESTMENT OFFICER; DIRECTOR

direct

1985-05-01

2005-03-30

BUCKINGHAM CAPITAL MANAGEMENT INC

PRESIDENT; CHAIRMAN; DIRECTOR AND SHAREHOLDER

indirect

1985-05-01

2005-03-30

BUCKINGHAM CAPITAL MANAGEMENT INC

CHAIRMAN

direct

1988-08-01

2005-03-30

SYSTEMATIC FINANCIAL MANAGEMENT LP

CHIEF OPERATING OFFICER

direct

1998-05-01

2005-03-30

STANLEY D J & CO INC

PRESIDENT

direct

1976-05-01

2005-03-31

AMERICAN BEACON ADVISORS, INC.

VICE PRESIDENT & CHIEF LEGAL OFFICER

direct

1995-07-01

2005-03-31

POPULAR SECURITIES, INC.

MANAGING DIRECTOR

direct

1995-08-01

2005-03-31

VICE PRESIDENT

direct

1997-04-01

2005-03-31

OCCAM CAPITAL MANAGEMENT, LLC

CHIEF EXECUTIVE OFFICER

direct

1998-07-01

2005-03-31

REAL ESTATE RESEARCH CORP

CEO

direct

1996-12-01

2005-04-08

HOTCHKIS AND WILEY CAPITAL MANAGEMENT, LLC

SHAREHOLDER COMMON A

indirect

1988-01-01

2005-05-02

J. BUSH & CO., INCORPORATED

CHAIRMAN, CHIEF EXECUTIVE OFFICER

direct

1970-07-01

2005-05-06

J. BUSH & CO., INCORPORATED

DIRECTOR

direct

1997-10-01

2005-05-06

J. BUSH & CO., INCORPORATED

SHAREHOLDER

indirect

1997-10-01

2005-05-06

MBIA CAPITAL MANAGEMENT CORP.

TREASURER AND DIRECTOR

direct

1994-01-01

2005-05-13

MBIA CAPITAL MANAGEMENT CORP.

CHAIRMAN, DIRECTOR

direct

1998-02-01

2005-05-13

FIRST WESTERN ADVISORS

FINOPS PRINCIPAL

direct

1997-10-01

2005-05-19

FIRST WESTERN ADVISORS

VP/EXECUTIVE OFFICER

direct

1997-10-01

2005-05-19

BORTHWICK ASSOCIATES, INC.

SECRETARY/TREASURER

direct

1982-01-01

2005-05-24

J. BUSH & CO., INCORPORATED

PRESIDENT, CHIEF EXECUTIVE OFFICER, CHAIRMAN AND CHIEF COMPLIANCE OFFICER

direct

1970-07-01

2005-06-06

FERGUSON INVESTMENT CONSULTANTS INC

VICE PRESIDENT

direct

1988-06-01

2005-06-14

ASSET STRATEGY CONSULTANTS LLC

PRINCIPAL

direct

1992-07-01

2005-06-16

LEIST ALAN R PLANNING GROUP INC

PRESIDENT

indirect

1998-09-01

2005-06-20

LEIST ALAN R PLANNING GROUP INC

PRESIDENT

direct

1998-09-01

2005-06-20

SAUNDERS RETIREMENT ADVISORS, INC.

PRESIDENT

direct

1993-04-01

2005-06-29

RUNDE $ CO INCORPORATED

PRESIDENT

direct

1992-11-01

2005-06-30

THE PEACH CORPORATION

PRESIDENT

direct

1996-01-01

2005-07-21

GALOVICH FINANCIAL PLANNING SERVICES INC

COMPLIANCE OFFICER

direct

1985-06-01

2005-08-03

JONAS BRITTAIN GLENN INC.

PRESIDENT

direct

1998-08-01

2005-08-15

HART ADVISERS INC

CHAIRMAN/CEO

direct

1987-12-01

2005-08-16

HART ADVISERS INC

PRESIDENT AND COO

direct

1987-12-01

2005-08-16

HART ADVISERS INC

EXECUTIVE VICE PRESIDENT

direct

1987-12-01

2005-08-16

KARK M Z & ASSOCIATES INC

97.5% SHAREHOLDER

direct

1989-07-01

2005-09-06

BILLEAUD CAPITAL MANAGEMENT INC

PRESIDENT

direct

1991-10-01

2005-09-06

BILLEAUD CAPITAL MANAGEMENT INC

PRESIDENT & CHIEF COMPLIANCE OFFICER

direct

1991-10-01

2005-09-06

SYSTEMATIC FINANCIAL MANAGEMENT LP

CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER

direct

1998-05-01

2005-09-07

CHARTER CAPITAL MANAGEMENT, INC.

CEO, DIRECTOR, CCO FOR REGISTERED INVESTMENT ADVISORY FIRM ONLY

direct

1990-01-01

2005-09-12

CHECK CAPITAL MANAGEMENT INC

PRESIDENT

direct

1990-01-01

2005-09-15

STEPHENS INC.

SHAREHOLDER PREFERRED B

indirect

1986-12-01

2005-09-16

STEPHENS INC.

SHAREHOLDER COMMON A

indirect

1988-01-01

2005-09-16

CAPITAL BUILDERS ADVISORY SERVICES INC

DIRECTOR

direct

1977-01-01

2005-09-20

CAPITAL BUILDERS ADVISORY SERVICES INC

DIRECTOR/CCO/PRESIDENT

direct

1977-01-01

2005-09-20

IPSWICH INVESTMENT MANAGEMENT COMPANY, INC.

OWNER

direct

1986-02-01

2005-09-21

ASSET STRATEGY CONSULTANTS LLC

PRINCIPAL, CHIEF COMPLIANCE OFFICER

direct

1992-07-01

2005-09-30

FRANK RUSSELL CAPITAL INC.

GENERAL COUNSEL, SECRETARY

direct

1994-11-01

2005-10-14

AMERICAN INSTITUTIONAL REALTY ADVISORS

OWNER

indirect

1995-05-01

2005-10-14

AMERICAN INSTITUTIONAL REALTY ADVISORS

SOLE TRUSTEE

indirect

1995-05-01

2005-10-14

REDSTONE CONSULTING LLC

LIMITED PARTNER

indirect

1998-08-01

2005-10-31

LINSCO/PRIVATE LEDGER CORP.

DIRECTOR

direct

1989-04-01

2005-11-29

PPS & V ASSET MANAGEMENT CONSULTANTS INC

CHIEF COMPLIANCE OFFICER

direct

1991-09-01

2005-12-05

SULLIVAN,MORRISSEY & MICKLE CAPITAL MANAGEMENT CORP.

CHAIRMAN, DIRECTOR, CCO

direct

1978-08-01

2005-12-07

LEIST ALAN R PLANNING GROUP INC

PRESIDENT/SECRETARY

indirect

1998-09-01

2005-12-08

LEIST ALAN R PLANNING GROUP INC

PRESIDENT/SECRETARY

direct

1998-09-01

2005-12-08

MUHLENKAMP & CO INC

DIRECTOR/PRESIDENT

direct

1981-08-01

2005-12-20

MUHLENKAMP & CO INC

DIRECTOR

direct

1982-07-01

2005-12-20

GREAT LAKES ADVISORS, INC.

SHAREHOLDER/DIRECTOR, CHAIRMAN OF THE BOARD

direct

1990-05-01

2006-01-05

GREAT LAKES ADVISORS, INC.

DIRECTOR

direct

1996-10-01

2006-01-05

LEWIS & MATHEWS INVESTMENT MANAGEMENT, INC.

PRESIDENT/CHIEF COMPLIANCE OFFICER

direct

1990-05-01

2006-01-06

LANCZ ALAN B & ASSOCIATES INC

CHIEF COMPLIANCE OFFICER

direct

1985-03-01

2006-01-19

JONAS BRITTAIN GLENN INC.

PRESIDENT-CHIEF COMPLIANCE OFFICER

direct

1998-08-01

2006-01-19

LATEEF MANAGEMENT ASSOCIATES

GENERAL PARTNER

direct

1974-01-01

2006-01-23

LATEEF MANAGEMENT ASSOCIATES

GENERAL/LIMITED PARTNER

direct

1994-01-01

2006-01-23

MOODY ALDRICH & SULLIVAN LLC

MEMBER

direct

1988-06-01

2006-01-27

MOODY ALDRICH & SULLIVAN LLC

MEMBER

direct

1992-12-01

2006-01-27

AMERICAN INVESTMENT SERVICES INC

VICE PRESIDENT

direct

1984-03-01

2006-02-01

HARRELL ROBERT INCORPORATED

CHIEF EXECUTIVE OFFICER

direct

1991-07-01

2006-02-01

HARRELL ROBERT INCORPORATED

VICE PRESIDENT, SECRETARY, TREASURER

direct

1991-07-01

2006-02-01

TREGER & ASSOCIATES LLC

PRINCIPAL AND CHIEF COMPLIANCE OFFICER

direct

1992-08-01

2006-02-01

TREGER & ASSOCIATES LLC

PRINCIPAL

direct

1992-08-01

2006-02-01

NVNG INVESTMENTS INC

CHIEF COMPLIANCE OFFICER

direct

1994-01-01

2006-02-02

REAL ESTATE RESEARCH CORP

CEO/CCO

direct

1996-12-01

2006-02-08

HUTCHINSON/IFRAH FINANCIAL SERVICES, INC.

CHAIRMAN & CEO

direct

1988-08-01

2006-02-10

HUTCHINSON/IFRAH FINANCIAL SERVICES, INC.

PRESIDENT & COO

direct

1990-12-01

2006-02-10

WHITEGATE INVESTMENT COUNSELORS INC

SOLE SHAREHOLDER

direct

1998-07-01

2006-02-10

PZENA INVESTMENT MANAGEMENT LLC

NON-VOTING MEMBER

direct

1996-12-01

2006-02-13

RANDALL PAUL MARTIN

SOLE PROP

direct

1992-12-01

2006-02-17

GALOVICH FINANCIAL PLANNING SERVICES INC

CHIEF COMPLIANCE OFFICER

direct

1985-06-01

2006-02-21

FINCH JAMES AUSTIN III

PRINCIPAL/CHIEF COMPLIANCE OFFICER

direct

1994-12-01

2006-02-21

ADVISORY ONE, INC.

PRESIDENT/CHIEF COMPLIANCE OFFICER

direct

1993-08-01

2006-03-01

DOWSE SECURITIES MANAGEMENT CORP

PRESIDENT/CHIEF COMPLIANCE OFFICER

direct

1978-04-01

2006-03-20

LEE KRASNER GROUP LTD

PRESIDENT/TREASURER, CHIEF COMPLIANCE OFFICER

direct

1993-10-01

2006-03-20

MOODY INVESTMENT ADVISORS, INC.

PRESIDENT AND COMPLIANCE OFFICER

direct

1995-01-01

2006-03-20

RUNDE $ CO INCORPORATED

VICE PRESIDENT

direct

1992-11-01

2006-03-21

RUNDE & CO. LLC

PRESIDENT/CHIEF COMPLIANCE OFFICER

direct

1992-11-01

2006-03-21

VARIABLE ANNUITY LIFE INSURANCE CO

PARENT COMPANY

indirect

1969-01-01

2006-03-24

SPRING CREEK INVESTMENT ADVISORS, INC.

PRESIDENT; CHIEF COMPLIANCE OFFICER

direct

1994-10-01

2006-03-27

HAMILTON ADVISORS INC

PRESIDENT/CHIEF COMPLIANCE OFFICER

direct

1981-01-01

2006-03-28

DFC FINANCIAL GROUP INC

PRESIDENT AND CHIEF COMPLIANCE OFFICER

direct

1983-01-01

2006-03-28

SPECTRUM CAPITAL MANAGEMENT

GENERAL PARTNER/CHIEF COMPLIANCE OFFICER

direct

1987-01-01

2006-03-28

OCCAM CAPITAL MANAGEMENT, LLC

CEO/CCO/CFO/CLO

direct

1998-07-01

2006-03-29

POPULAR SECURITIES, INC.

PRESIDENT & CEO

direct

1995-05-01

2006-03-30

SYSTEMATIC FINANCIAL MANAGEMENT LP

CONSULTANT

direct

1998-05-01

2006-03-30

HORSLEY BRIDGE PARTNERS, INC.

SHAREHOLDER CLASS A & B SHARES

direct

1983-03-01

2006-03-31

HORSLEY BRIDGE PARTNERS, INC.

SHAREHOLDER CLASS A SHARES

direct

1985-03-01

2006-03-31

BOXER LAURA JUDITH

OWNER/CHIEF COMPLIANCE OFFICER

direct

1986-01-01

2006-03-31

AMR INVESTMENT SERVICES, INC

PRESIDENT & DIRECTOR

direct

1986-11-01

2006-03-31

AMR INVESTMENT SERVICES, INC

VICE PRESIDENT

direct

1988-08-01

2006-03-31

FAGAN ASSOCIATES INC

PRESIDENT AND CHIEF COMPLIANCE OFFICER

direct

1989-08-01

2006-03-31

SAUNDERS RETIREMENT ADVISORS, INC.

PRESIDENT/CCO

direct

1993-04-01

2006-03-31

DIBIASE & RUSCETTI ASSOCIATES, INC.

TREASURER

direct

1994-06-01

2006-03-31

DIBIASE & RUSCETTI ASSOCIATES, INC.

PRESIDENT

direct

1994-06-01

2006-03-31

AMR INVESTMENT SERVICES, INC

VICE PRESIDENT

direct

1995-05-01

2006-03-31

AMR INVESTMENT SERVICES, INC

TREASURER

direct

1995-05-01

2006-03-31

CATHOLIC FINANCIAL SERVICES CORP

DIRECTOR, VICE PRESIDENT

direct

1994-06-01

2006-04-22

HOTCHKIS AND WILEY CAPITAL MANAGEMENT, LLC

SHAREHOLDER COMMON A

indirect

1997-01-01

2006-05-15

PRIMEVEST FINANCIAL SERVICES, INC.

ASST. SECRETARY

direct

1998-04-01

2006-06-21

STEPHENS INC.

TRUSTEE

indirect

1985-01-01

2006-07-21

STEPHENS INC.

TRUSTEE

indirect

1995-03-01

2006-07-21

STEPHENS INC.

SHAREHOLDER COMMON A

indirect

1997-01-01

2006-07-21

STRAND, ATKINSON, WILLIAMS & YORK, INC.

PRESIDENT AND CEO, UMPQUA HOLDINGS CORP.

direct

1994-06-01

2006-10-02

STRAND, ATKINSON, WILLIAMS & YORK, INC.

EVP AND CHIEF FINANCIAL OFFICER, UMPQUA HOLDINGS CORP

direct

1997-11-01

2006-10-02

STEPHENS INVESTMENT MANAGEMENT GROUP, LLC

SHAREHOLDER COMMON A

indirect

1997-01-01

2006-10-05

UVEST FINANCIAL SERVICES GROUP, INC.

DIRECTOR

direct

1996-03-01

2006-10-16

AMP CAPITAL REDDING INVESTORS (US) LIMITED

MEMBER

indirect

1998-11-01

2006-11-15

THE MILLER FINANCIAL GROUP, INC.

TRUSTEE

indirect

1992-04-01

2006-12-19

ORLEANS CAPITAL MANAGEMENT CORP

DIRECT OWNER-COMMON

direct

1991-11-01

2007-02-02

ORLEANS CAPITAL MANAGEMENT CORP

VICE PRESIDENT, DIRECT OWNER-COMMON, & DIRECTOR

direct

1994-02-01

2007-02-02

ORLEANS CAPITAL MANAGEMENT CORP

DIRECT OWNER-PREFERRED

direct

1997-08-01

2007-02-02

ORGANIC CAPITAL MANAGEMENT INC

PRESIDENT

direct

1998-01-01

2007-02-08

GREAT LAKES ADVISORS, INC.

SHAREHOLDER/DIRECTOR/PRESIDENT/TREASURER

direct

1990-05-01

2007-02-09

GREAT LAKES ADVISORS, INC.

SHAREHOLDER/DIRECTOR/SECRETARY

direct

1990-05-01

2007-02-09

GREAT LAKES ADVISORS, INC.

SHAREHOLDER/CHAIRMAN EMERITUS

direct

1990-05-01

2007-02-09

GREAT LAKES ADVISORS, INC.

DIRECTOR

direct

1991-04-01

2007-02-09

A. G. EDWARDS & SONS, INC.

CHIEF LEGAL OFFICER, SENIOR VICE PRESIDENT

direct

1980-06-01

2007-02-16

LATEEF MANAGEMENT ASSOCIATES

LIMITED PARTNER

direct

1994-01-01

2007-02-27

MAXWELL NOLL INC

DIRECTOR

direct

1988-07-01

2007-03-01

HART REALTY ADVISERS, INC.

MANAGING PARTNER--INVESTMENT TRANSACTIONS

direct

1987-12-01

2007-03-02

THE MILLER FINANCIAL GROUP, INC.

TRUSTEE

indirect

1992-04-01

2007-03-09

ORGANIC CAPITAL MANAGEMENT INC

PRESIDENT

direct

1998-02-01

2007-03-23

METROPOLITAN LIFE INSURANCE COMPANY

DIRECTOR

direct

1975-07-01

2007-03-28

METROPOLITAN LIFE INSURANCE COMPANY

DIRECTOR

direct

1987-05-01

2007-03-28

METROPOLITAN LIFE INSURANCE COMPANY

DIRECTOR

direct

1994-09-01

2007-03-28

METROPOLITAN LIFE INSURANCE COMPANY

DIRECTOR

direct

1997-04-01

2007-03-28

THE PORTOLA GROUP INC

SHAREHOLDER

direct

1997-06-01

2007-03-28

METROPOLITAN LIFE INSURANCE COMPANY

PRESIDENT, INDIVIDUAL BUSINESS

direct

1998-03-01

2007-03-28

WALL STREET ASSOCIATES

SHAREHOLDER

direct

1991-05-01

2007-03-30

THE VARIABLE ANNUITY LIFE INSURANCE CO

SHAREHOLDER

indirect

1969-01-01

2007-04-02

GARNER ASSET MANAGEMENT COMPANY, LP

PRESIDENT

direct

1994-07-01

2007-04-02

A. G. EDWARDS & SONS, INC.

DIRECTOR OF HOLDING COMPANY

direct

1983-08-01

2007-04-25

A. G. EDWARDS & SONS, INC.

DIRECTOR OF HOLDING COMPANY

direct

1993-06-01

2007-04-25

WIDMANN, SIFF & CO., INC.

SHAREHOLDER

direct

1970-09-01

2007-05-10

GARRISON ASSET MANAGEMENT, LLC

MINORITY OWNER

direct

1994-07-01

2007-06-01

SYSTEMATIC FINANCIAL MANAGEMENT LP

MANAGING DIRECTOR AND HEAD TRADER

direct

1996-07-01

2007-06-01

SYSTEMATIC FINANCIAL MANAGEMENT LP

PRESIDENT AND CHIEF EXECUTIVE OFFICER

direct

1996-07-01

2007-06-01

SYSTEMATIC FINANCIAL MANAGEMENT LP

CHIEF INVESTMENT OFFICER

direct

1996-07-01

2007-06-01

SYSTEMATIC FINANCIAL MANAGEMENT LP

MANAGING DIRECTOR AND PORTFOLIO MANAGER

direct

1997-03-01

2007-06-01

DW HEALTHCARE MANAGEMENT II, LLC.

MEMBER

indirect

1998-04-01

2007-06-07

AMERICAN CENTURY INVESTMENT MANAGEMENT INC

SHAREHOLDER OF CLASS B SHARES

indirect

1995-01-01

2007-06-22

AMERICAN CENTURY GLOBAL INVESTMENT MANAGEMENT, INC.

SHAREHOLDER OF CLASS B SHARES

indirect

1995-01-01

2007-07-03

AMERICAN CENTURY ADVISORY SERVICES, INC.

SHAREHOLDER OF CLASS B SHARES

indirect

1995-01-01

2007-07-03

MAXWELL NOLL INC

SHAREHOLDER

direct

1988-07-01

2007-08-22

PZENA INVESTMENT MANAGEMENT LLC

NON-VOTING MEMBER

direct

1995-12-01

2007-11-06

THCP MANAGEMENT II, L.P.

MEMBER

indirect

1998-10-01

2008-01-04

D.J. ST. GERMAIN CO., INC.

5% OWNER

direct

1982-01-01

2008-01-17

AMERVEST CO INC

MANAGING DIRECTOR

direct

1983-01-01

2008-02-08

POPULAR SECURITIES, INC.

MANAGING DIRECTOR

direct

1995-05-01

2008-02-27

ASSET STRATEGY CONSULTANTS LLC

PRINCIPAL

direct

1993-07-01

2008-03-04

PACIFIC GLOBAL INVESTMENT MANAGEMENT CO

COMMON STOCK SHAREHOLDER

direct

1992-01-01

2008-03-27

METROPOLITAN LIFE INSURANCE COMPANY

DIRECTOR

direct

1994-10-01

2008-04-03

METROPOLITAN LIFE INSURANCE COMPANY

DIRECTOR

direct

1996-09-01

2008-04-03

DELESSERT FINANCIAL SERVICES INC

PRESIDENT, TREASURER AND CLERK

direct

1994-04-01

2008-04-17

COMMONWEALTH ADVISORS INC

PRESIDENT

direct

1991-04-01

2008-06-02

COMMONWEALTH ADVISORS INC

CONTROLLING SHAREHOLDER

direct

1991-04-01

2008-06-02

DUNCAN-WILLIAMS, INC.

100%

indirect

1993-06-01

2008-06-02

ORLEANS CAPITAL MANAGEMENT CORP

PRESIDENT & CHAIRMAN, DIRECT OWNER-COMMON & DIRECTOR

direct

1991-07-01

2008-06-18

ORLEANS CAPITAL MANAGEMENT CORP

VICE PRESIDENT, DIRECT OWNER-COMMON, & DIRECTOR

direct

1991-11-01

2008-06-18

ORLEANS CAPITAL MANAGEMENT CORP

VICE PRESIDENT, DIRECT OWNER-COMMON & PREFERRED, DIRECTOR

direct

1994-02-01

2008-06-18

CLARK FINANCIAL ADVISORS

DIRECTOR

direct

1983-11-01

2008-07-29

PZENA INVESTMENT MANAGEMENT LLC

MINORITY OWNER

direct

1995-12-01

2008-11-10

BRAYMEN, LAMBERT AND NOEL SECURITIES, LTD.

LIMITED PARTNER

indirect

1996-01-01

2009-02-09

DUPREE & COMPANY, INC.

SHAREHOLDER, DIRECTOR

direct

1991-01-01

2009-02-11

LAFAYETTE INVESTMENTS, INC.

SECRETARY/ DIRECTOR

direct

1988-05-01

2009-03-17

CALTON & ASSOCIATES, INC.

SECRETARY

indirect

1989-03-01

2009-03-24

BUSH POLEN & ASSOCIATES INC

PRESIDENT

direct

1985-06-01

2009-03-26

BRIAUD FINANCIAL PLANNING INC

PRESIDENT

direct

1992-01-01

2009-03-27

CANTERBURY CONSULTING INCORPORATED

ASSISTANT VICE PRESIDENT

direct

1995-11-01

2009-05-12

CANTERBURY CONSULTING INCORPORATED

VP/ DIRECTOR OF MANAGER SEARCH

direct

1996-10-01

2009-05-12

COMMERCE BROKERAGE SERVICES, INC.

SECRETARY

direct

1996-02-01

2009-06-09

CONCOURSE CAPITAL CORPORATION

DIRECTOR

direct

1993-07-01

2009-06-10

MAHLER & EMERSON INC.

DIRECTOR/EXECUTIVE VICE PRESIDENT

direct

1996-10-01

2009-06-10

MAHLER & EMERSON INC.

DIRECTOR

direct

1998-02-01

2009-06-10

COMMONWEALTH REALTY ADVISORS INC

SHAREHOLDER

direct

1998-09-01

2009-07-01

COMMONWEALTH REALTY ADVISORS INC

SHAREHOLDER

indirect

1998-09-01

2009-07-01

BANCORPSOUTH INVESTMENT SERVICES, INC.

CORPORATE SECRETARY/REPRESENTATIVE

direct

1998-08-01

2009-08-04

PZENA INVESTMENT MANAGEMENT LLC

MINORITY OWNER AND MEMBER WITH CLASS B UNITS

direct

1995-12-01

2009-09-08

CERTIFIED PLANNERS INC

SHAREHOLDER

direct

1994-04-01

2009-12-10

D.J. ST. GERMAIN CO., INC.

FIVE PERCENT PLUS OWNER

direct

1982-01-01

2010-01-05

R.V. KUHNS & ASSOCIATES, INC.

TREASURER

direct

1986-01-01

2010-03-05

WEALTH MANAGEMENT INTERNATIONAL, LTD.

CORPORATE SECRETARY

direct

1997-09-01

2010-03-11

MISSOURI VALLEY PARTNERS, INC.

SHAREHOLDER OF CLASS A CONV. ADJ. RATE PFD. AND CLASS B NON-CONV. ADJ. RATE PFD.

indirect

1985-10-01

2010-03-25

KARK M Z & ASSOCIATES INC

92.3% SHAREHOLDER

direct

1989-07-01

2010-03-25

KARK M Z & ASSOCIATES INC

99% SHAREHOLDER

indirect

1993-09-01

2010-03-25

KARK M Z & ASSOCIATES INC

1% SHAREHOLDER

indirect

1993-09-01

2010-03-25

INVESTMENT SCIENCES INC

SHAREHOLDER

direct

1969-12-01

2010-03-26

WHITNELL & CO

SHAREHOLDER

direct

1990-05-01

2010-03-31

FFR ADVISORY LLC

MEMBER

direct

1997-01-01

2010-03-31

HORSLEY BRIDGE PARTNERS LLC

MEMBER

direct

1997-03-01

2010-03-31

STANFORD ADVISORY GROUP, LLC

MANAGING MEMBER

direct

1992-10-01

2010-05-11

INVESTMENT PROFESSIONALS, INC.

DIRECT OWNER

direct

1995-05-01

2010-06-18

BAILARD BIEHL & KAISER INC

SHAREHOLDER

indirect

1972-03-01

2010-06-29

CHARTER CAPITAL MANAGEMENT, INC.

CEO, DIRECTOR, CHIEF COMPLIANCE OFFICER FOR REGISTERED INVESTMENT ADVISORY FIRM ONLY

direct

1990-01-01

2010-07-27

ALEX. BROWN REALTY, INC.

SHAREHOLDER

indirect

1992-03-01

2010-08-27

UNITED AMERICAN SECURITIES, INC.

SHAREHOLDER

direct

1988-01-01

2010-09-30

AMERICAN INSTITUTIONAL REALTY ADVISORS

OWNER

direct

1995-05-01

2010-10-22

AMERICAN REALTY ADVISORS

OWNER

indirect

1995-05-01

2010-10-22

AMERICAN REALTY ADVISORS

SOLE TRUSTEE

indirect

1995-05-01

2010-10-22

JHS CAPITAL ADVISORS, INC.

OWNER

indirect

1997-05-01

2011-02-01

SCOTT INVESTMENT ADVISORS LIMITED PARTNERSHIP

GENERAL PARTNER

indirect

1997-08-01

2011-03-23

PARNASSUS INVESTMENTS

OWNER

direct

1998-04-01

2011-03-31

FINANCIAL SYNERGIES ASSET MANAGEMENT INC

PRESIDENT

direct

1997-04-01

2011-04-06

WS CAPITAL MANAGEMENT, L.P.

LIMITED PARTNER

direct

1997-01-01

2011-04-13

CLARK FINANCIAL SERVICES GROUP INC

CHAIRMAN OF THE BOARD

direct

1987-01-01

2011-05-02

LAFAYETTE INVESTMENTS, INC.

SHAREHOLDER / DIRECTOR

direct

1988-05-01

2011-05-06

VAN BERKOM AND ASSOCIATES INC.

HOLDING COMPANY

direct

1991-07-01

2011-06-29

CS CAPITAL MANAGEMENT INC

PRESIDENT

direct

1993-12-01

2011-07-18

CHARTER CAPITAL MANAGEMENT, INC.

CEO, DIRECTOR

direct

1990-01-01

2011-07-29

VAN BERKOM AND ASSOCIATES INC.

SECRETARY

direct

1991-07-01

2011-08-02

UNITED AMERICAN SECURITIES, INC.

SECRETARY

direct

1987-10-01

2011-09-30

LEWIS & MATHEWS INVESTMENT MANAGEMENT, INC.

PRESIDENT

direct

1990-05-01

2012-01-06

CALTIUS CAPITAL MANAGEMENT, LP

LIMITED PARTNER, CALTIUS CAPITAL MANAGEMENT, LP

direct

1997-06-01

2012-02-14

CALLAHAN CAPITAL MANAGEMENT INC

PRESIDENT

direct

1995-08-01

2012-03-12

KMH WEALTH MANAGEMENT, LLC

OWNER

direct

1998-02-01

2012-03-21

LAFAYETTE INVESTMENTS, INC.

SHAREHOLDER

direct

1988-05-01

2012-03-28

HOTCHKIS AND WILEY CAPITAL MANAGEMENT, LLC

SHAREHOLDER COMMON A

indirect

1997-01-01

2012-03-28

FINANCIAL DESIGNS CORPORATION

VICE PRESIDENT, SECRETARY, TRUSTEE OF THE 2002 BILECKI FAMILY TRUST DATED 8-27-02

direct

1981-03-01

2012-06-18

MOLUMPHY CAPITAL MANAGEMENT

PRESIDENT

direct

1988-09-01

2012-06-22

GURUN, INC.

PRESIDENT / CHIEF COMPLIANCE OFFICER

direct

1986-03-01

2012-08-29

CALTON & ASSOCIATES, INC.

PRESIDENT - DIRECTOR-TRUSTEE

direct

1987-09-01

2012-09-21

PALADIN REALTY PARTNERS, LLC

GENERAL PARTNER

indirect

1998-02-01

2013-04-01

HALL CAPITAL PARTNERS LLC

MEMBER CLASS B

direct

1995-07-01

2013-04-26

CANYON CAPITAL REALTY ADVISORS LLC

MEMBER

direct

1998-08-01

2013-05-23

FTA PARTNERS, LLC

TRUSTEE, PATRICIA'S TRUST UNDER THE KOCOUREK FAMILY TRUST DATED DECEMBER 31, 1994 (COMMON UNITS)

indirect

1994-12-01

2013-09-10

FTA PARTNERS, LLC

MANAGER (COMMON UNITS)

indirect

1997-09-01

2013-09-10

WALL STREET ASSOCIATES

SHAREHOLDER

indirect

1991-05-01

2013-09-24

BOULDER INVESTMENT ADVISERS LLC

TRUSTEE

indirect

1994-11-01

2013-10-01

ROXBURY CAPITAL MANAGEMENT LLC

SHAREHOLDER

indirect

1998-07-01

2013-12-18

LATEEF MANAGEMENT ASSOCIATES

LIMITED PARTNER

direct

1974-01-01

2014-03-12

BOULDER INVESTMENT ADVISERS LLC

MEMBER

indirect

1995-04-01

2014-03-27

HMS ADVISER LP

SHAREHOLDER

indirect

1989-12-01

2014-03-31

GENEVA CAPITAL MANAGEMENT LTD

WILLIAM A. PRIEBE AND LINDA J. PRIEBE, TRUSTEES

direct

1998-04-01

2014-04-16

PACIFIC GLOBAL INVESTMENT MANAGEMENT CO

COMMON STOCK SHAREHOLDER

direct

1996-10-01

2014-05-13

INGENIOUS ASSET MANAGEMENT LIMITED

SHAREHOLDER

indirect

1998-06-01

2014-06-27

HART REALTY ADVISERS, INC.

SENIOR MANAGING PARTNER

direct

1987-12-01

2014-09-05

ROXBURY CAPITAL MANAGEMENT LLC

COMMON SHAREHOLDER

direct

1998-07-01

2014-12-01

WHITEGATE INVESTMENT COUNSELORS INC

MAJORITY SHAREHOLDER

direct

1998-07-01

2015-02-20

TRIUMPH ALTERNATIVES LLC

CO-TRUSTEE OF LORRAYNE ROSE ZEMAN TRUST

indirect

1993-01-01

2015-03-26

FOLGER NOLAN FLEMING DOUGLAS INCORPORATED

SHAREHOLDER

direct

1975-06-01

2015-03-31

FOLGER NOLAN FLEMING DOUGLAS INCORPORATED

LIMITED PARTNER

indirect

1984-05-01

2015-03-31

HART REALTY ADVISERS, INC.

CHAIRMAN

direct

1987-12-01

2015-03-31

UNITED AMERICAN SECURITIES, INC.

DIRECTOR

direct

1987-10-01

2015-04-28

CALTON & ASSOCIATES, INC.

SHAREHOLDER

direct

1987-09-01

2016-02-29

CALTON & ASSOCIATES, INC.

PRESIDENT - DIRECTOR-TRUSTEE OF DWAYNE CALTON TRUST

direct

1987-09-01

2016-02-29

CALTON & ASSOCIATES, INC.

SHAREHOLDER / JTWORS WITH GEORGE G HARRINGTON, JR

direct

1987-11-01

2016-02-29

RAHN DAVID R & ASSOCIATES INC

SHAREHOLDER

direct

1993-02-01

2016-03-08

FRIEDMAN FLEISCHER & LOWE, LLC

MEMBER

indirect

1997-03-01

2016-03-30

FRIEDMAN FLEISCHER & LOWE, LLC

MEMBER

direct

1997-04-01

2016-03-30

FINANCIAL DESIGNS CORPORATION

VICE PRESIDENT

direct

1981-03-01

2016-05-24

PCCP, LLC

MEMBER

indirect

1998-05-01

2016-06-16

SOUTHWESTERN INVESTMENT ADVISORY SERVICES, INC.

SHAREHOLDER

indirect

1982-11-01

2016-12-01

SUMMIT GLOBAL MANAGEMENT INC.

LIVING TRUST

direct

1994-11-01

2017-01-18

J.J.B. HILLIARD, W.L. LYONS, LLC

TRUSTEE

indirect

1988-11-01

2017-02-21

PPS & V ASSET MANAGEMENT CONSULTANTS INC

OFFICER

direct

1992-01-01

2017-02-27

AUTUMN GLORY PARTNERS, LLC

TRUSTEE

indirect

1998-01-01

2017-05-17

WALLACE R. WEITZ & COMPANY

DIRECTOR

direct

1983-03-01

2017-07-31

FIRST FINANCIAL EQUITY CORPORATION

DIRECTOR OF TELECOMMUNICATIONS

direct

1996-02-01

2017-08-01

Fund Name

Position

direct/indirect

start date

end date

BOBERSKI & CO

PRESIDENT

direct

1966-01-01

HOLDEN TOLBERT & CO INC

PRESIDENT

direct

1967-05-01

HOLDEN TOLBERT & CO INC

SECRETARY, TREASURER

direct

1967-05-01

LEGACY PARTNERS INVESTMENT MANAGEMENT SERVICES,LLC

MEMBER

indirect

1968-06-01

TRIAD INVESTMENT ADVISORS CORP

PRESIDENT

direct

1972-10-01

JOHNSTON, LEMON & CO. INC.

CHAIRMAN

direct

1973-10-01

MYERSON VAN DEN BERG & CO

TRUST OWNS ALL THE STOCK

direct

1975-01-01

STANLEY D J & CO INC

PRESIDENT & CEO, CFO, COO, CLO,CCO

direct

1976-05-01

GREAT SOUTHERN CAPITAL MANAGEMENT, INC.

TREASURER

direct

1977-06-01

SULLIVAN, MORRISSEY & MICKLE SECURITIES CORP.

TREASURER, FINOP

direct

1978-08-01

MOORS & CABOT INVESTOR SERVICES INC

PARENT

indirect

1978-08-01

SULLIVAN,MORRISSEY & MICKLE CAPITAL MANAGEMENT CORP.

CHAIRMAN, DIRECTOR, CHIEF COMPLIANCE OFFICER

direct

1978-08-01

SULLIVAN, MORRISSEY & MICKLE SECURITIES CORP.

VICE CHAIRMAN, DIRECTOR

direct

1978-11-01

BURNEY CO

CHAIRMAN

direct

1981-04-01

FARALDI & PORRO INC

PRESIDENT

direct

1981-06-01

CORNERSTONE ADVISORS, LLC

OWNER

indirect

1982-08-01

CAROL GRANT DESMOND

OWNER

direct

1982-12-01

AMERVEST COMPANY, INC.

CCO / MANAGING DIRECTOR

direct

1983-01-01

SIRIUS PARTNERS, L.P.

SHAREHOLDER

indirect

1983-01-01

FINANCIAL ADVISORY SERVICE INC

SHAREHOLDER

direct

1983-02-01

MCELWAIN ROBERT JOHN

PRESIDENT

direct

1983-10-01

FOLGER NOLAN FLEMING DOUGLAS INCORPORATED

TRUSTEE

indirect

1984-05-01

LM ADVISORS INC

PRESIDENT

direct

1984-07-01

THE JENTNER CORPORATION

OWNER

direct

1984-10-01

SANDER CAPITAL ADVISORS

DIRECTOR, VICE PRESIDENT AND SECRETARY

direct

1985-01-01

EIDELMAN FINGER HARRIS & CO

PRESIDENT

direct

1985-06-01

PERFORMANCE ENHANCEMENT TECHNOLOGIES LTD

PRESIDENT/CIO

direct

1985-12-01

FINANCIAL MANAGEMENT ADVISORS INC

SHAREHOLDER

indirect

1985-12-01

CAPITAL BUILDERS ADVISORY SERVICES INC

SHAREHOLDER

direct

1986-01-01

UNIVERSAL FINANCIAL SERVICES INC.

DIRECTOR

direct

1986-02-01

UNIVERSAL FINANCIAL SERVICES INC.

CEO

indirect

1986-02-01

HOLBEIN ASSOCIATES, INC.

SECRETARY

direct

1986-03-01

HERRMANN & COOKE, INC.

DIRECT OWNER

direct

1986-03-01

GREIG ASSOCIATES INC

SENIOR VICE PRESIDENT

direct

1986-04-01

GREIG ASSOCIATES INC

SECRETARY

direct

1986-04-01

ALEXANDER & MUCKERMANN

PARTNER

direct

1986-04-01

BAY ISLE FINANCIAL CORP

PRESIDENT

direct

1986-06-01

BAY ISLE FINANCIAL CORP

CHIEF INVESTMENT OFFICER

direct

1986-06-01

INTEGRATED FINANCIAL PLANNING SERVICES

PRESIDENT

direct

1986-06-01

FINANCIAL ADVISORY SERVICE INC

MAX W. GREER, JR., TRUSTEE

direct

1986-08-01

MCCORMICK CAPITAL MANAGEMENT

PRESIDENT

direct

1986-09-01

FIDELITY FINANCIAL GROUP, INC.

DIRECTOR

direct

1987-02-01

SAGE, RUTTY & CO., INC.

SHAREHOLDER

direct

1987-02-01

CHURCHILL MANAGEMENT CORP

SHAREHOLDER

direct

1987-07-01

THE PORTOLA GROUP INC

SHAREHOLDER

direct

1987-08-01

SOCHET & COMPANY, INC.

PRESIDENT, CHIEF COMPLIANCE OFFICER

direct

1987-08-01

THE PORTOLA GROUP INC

SHAREHOLDER

indirect

1987-08-01

CALTON & ASSOCIATES, INC.

PRESIDENT - DIRECTOR

direct

1987-09-01

UNITED AMERICAN SECURITIES, INC.

SHAREHOLDER

direct

1987-10-01

UNITED AMERICAN SECURITIES, INC.

SHAREHOLDER

direct

1987-11-01

GREAT SOUTHERN CAPITAL MANAGEMENT, INC.

VICE PRESIDENT

direct

1987-12-01

MACSHANE CAPITAL MANAGEMENT CO INC

PRESIDENT

direct

1988-01-01

AUTUMN GLORY PARTNERS, LLC

TRUSTEE

indirect

1988-01-01

GREAT SOUTHERN CAPITAL MANAGEMENT, INC.

PRESIDENT

direct

1988-03-01

ADVISORS PENSION SERVICES AGENCY INC

PRESIDENT

direct

1988-04-01

KLAFF REALTY, LP

OWNER

indirect

1988-06-01

HUTCHINSON/IFRAH FINANCIAL SERVICES, INC.

CHAIRMAN & PRESIDENT

direct

1988-08-01

TRIGRAN INVESTMENTS, INC.

TRUSTEE

indirect

1988-11-01

J.J.B. HILLIARD, W.L. LYONS, LLC

NAMED FIDUCIARY

indirect

1988-11-01

MCCORMICK CAPITAL MANAGEMENT

SECRETARY, TREASURER

direct

1988-12-01

EAST PACIFIC INVESTMENT CO INC

PRESIDENT

direct

1989-01-01

LARIMER CAPITAL CORP

SECRETARY

direct

1989-01-01

KIT COLE INVESTMENT ADVISORY SERVICES

SHAREHOLDER

direct

1989-03-01

LOVELL INCORPORATED

CORPORATE SECRETARY

direct

1989-03-01

NEWPORT INVESTMENT ADVISORS INC

CEO

direct

1989-04-01

TIFFANY CAPITAL ADVISORS INC

PRESIDENT

direct

1989-05-01

BUSINESS SERVICES, INC.

OWNER

direct

1989-05-01

HELLMAN & FRIEDMAN CAPITAL MANAGEMENT

SHAREHOLDER

indirect

1989-06-01

CAMBRIDGE EQUITY ADVISORS INC

CHIEF EXECUTIVE OFFICER

direct

1989-06-01

HANSSET GLOBAL ADVISORS CO., LTD.

SHAREHOLDER

direct

1989-08-01

VALU TRAC INVESTMENT MANAGEMENT LTD

PARENT COMPANY

direct

1989-10-01

ATLANTIC CAPITAL MANAGEMENT LTD

PRESIDENT

direct

1989-12-01

JOHNSTON, LEMON & CO. INC.

CHAIRMAN

indirect

1989-12-01

SPECTRUM ASSET MANAGEMENT INC

SHAREHOLDER

direct

1990-01-01

SAVINGS GROWERS, INC.

PRESIDENT

direct

1990-08-01

BERKELEY CAPITAL ADVISERS, LLC

TRUSTEE

indirect

1991-01-01

NOBLE PARTNERS, L.P.

SHAREHOLDER

indirect

1991-03-01

W R MAHOOD ASSET MANAGEMENT, INC.

PRESIDENT

direct

1991-04-01

TYREE, DAVID W.

PRESIDENT

direct

1991-04-01

BONNIE WUSZ & ASSOCIATES, INC.

OWNER

direct

1991-06-01

VAN BERKOM AND ASSOCIATES INC.

PRESIDENT AND CHIEF EXECUTIVE OFFICER

indirect

1991-07-01

RIGGS SECURITIES INC.

SHAREHOLDER

indirect

1991-09-01

GREENLEAF ASSET MANAGEMENT INC

PRESIDENT

direct

1991-10-01

HOLT VALUE ASSOCIATES LP

PRESIDENT

indirect

1991-11-01

HOLT VALUE ASSOCIATES LP

PRESIDENT

indirect

1991-11-01

SOMERS ASSET MANAGEMENT INCORPORATED

PRESIDENT

direct

1991-11-01

CAVALRY BANKING

TRUST OFFICER/ SVP

direct

1992-01-01

RYDER STILWELL INVESTMENT ADVISORS INC

MAJORITY OWNER

indirect

1992-04-01

DAWSON RUSSELL INC.

PRESIDENT

direct

1992-05-01

CAVALRY BANKING

TRUST OFFICER

direct

1992-05-01

THE BAKER GROUP, LP

CHAIRMAN AND PRESIDENT

direct

1992-05-01

THE BAKER GROUP, LP

VICE PRES/MANAGING DIRECTOR

direct

1992-05-01

NORTHWEST FINANCIAL PLANNING CORP

SHAREHOLDER

direct

1992-07-01

ROOSEVELT INVESTMENT GROUP INC

CHAIRMAN

direct

1992-07-01

ROOSEVELT INVESTMENT GROUP INC

SEC-TREASURER MANAGING DIR

direct

1992-07-01

ROOSEVELT INVESTMENT GROUP INC

VP INVESTMENTS

direct

1992-07-01

ROOSEVELT INVESTMENT GROUP INC

CEO

direct

1992-07-01

ROOSEVELT INVESTMENT GROUP INC

PRESIDENT

direct

1992-07-01

RONALD OLSON, INC.

STOCK HOLDER

direct

1992-07-01

STANFORD ADVISORY GROUP, LLC

CEO/CIO

direct

1992-10-01

HOOPER R B & CO INC

PRESIDENT

direct

1992-11-01

HOOPER R B & CO INC

VICE PRESIDENT

direct

1992-11-01

HONISS ROBIN

OWNER

direct

1993-01-01

KINGSTON INVESTMENT COUNSEL INC

VICE PRESIDENT & SECRETARY

direct

1993-01-01

PEKIN SINGER STRAUSS ASSET MANAGEMENT INC.

SHAREHOLDER

direct

1993-01-01

MANAGED ACCOUNT SERVICES INC

SHAREHOLDER

direct

1993-01-01

HAROLD W. DANCE INC.

S-CORP SHAREHOLDER, 16%

direct

1993-04-01

SAUNDERS RETIREMENT ADVISORS, INC.

PRESIDENT/CHIEF COMPLIANCE OFFICER

direct

1993-04-01

PREMIERETRADE SECURITIES, INC.

TRUSTEE OF DICKS FAMILY TRUST

direct

1993-05-01

SENA WELLER ROHS WILLIAMS INC.

SENIOR VP

direct

1993-06-01

SENA WELLER ROHS WILLIAMS INC.

EXECUTIVE VP

direct

1993-06-01

CONTEXT CAPITAL MANAGEMENT LLC

TRUSTEE

indirect

1993-06-01

CONTEXT CAPITAL MANAGEMENT LLC

TRUSTEE

indirect

1993-06-01

CONTEXT CAPITAL MANAGEMENT LLC

TRUSTEE

indirect

1993-06-01

MAHLER & EMERSON INC.

SHAREHOLDER

direct

1993-07-01

ARGOS INVESTMENT ADVISORS, LLC

MEMBER

indirect

1993-07-01

ARNERICH MASSENA, INC.

SHAREHOLDER

direct

1993-07-01

BACK BAY ADVISORS

GENERAL PARTNER

direct

1993-09-01

VAN DEVENTER & HOCH

VDH SHAREHOLDER

direct

1993-10-01

LEE KRASNER GROUP LTD

PRESIDENT/TREASURER

direct

1993-10-01

TAYLOR STEPHENS INC

GENERAL PARTNER

indirect

1993-12-01

SOUND FINANCIAL STRATEGIES GROUP, INC.

FOUNDING PARTNER/CFO/CCO

direct

1993-12-01

OSTERWEIS CAPITAL MANAGEMENT INC

SHAREHOLDER

direct

1994-01-01

SAGE, RUTTY & CO., INC.

SHAREHOLDER

direct

1994-01-01

MARSDEN JOHN RICHARD JR

OWNER

direct

1994-01-01

CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD

PARTNERSHIP

direct

1994-02-01

BAI BONDSBERATUNG GES.M.B.H.

SHAREHOLDER

direct

1994-03-01

BAI BONDSBERATUNG GES.M.B.H.

SHAREHOLDER

indirect

1994-03-01

CATHOLIC FINANCIAL SERVICES CORP

VICE PRESIDENT, DIRECTOR

direct

1994-06-01

GRAHAM CAPITAL MANAGEMENT, L.P.

LIMITED PARTNER

indirect

1994-06-01

HELLMAN & FRIEDMAN ASSOCIATES III LP

SHAREHOLDER

indirect

1994-07-01

H&F INVESTORS III

SHAREHOLDER

indirect

1994-07-01

SOUTH OCEAN MANAGEMENT LIMITED

SHAREHOLDER

direct

1994-09-01

THE HOLLISTER ASSET MANAGEMENT CO, G.P.

GENERAL PARTNER

direct

1994-09-01

GLOBALVEST MANAGEMENT CO LP

ESTABLISHED

direct

1994-10-01

KAPLAN & CO. SECURITIES INC.

CEO

direct

1994-10-01

JULIUS BAER SECURITIES INC.

FIRST VICE PRESIDENT

direct

1994-12-01

H&F ADMINISTRATION III LLC

SHAREHOLDER

indirect

1994-12-01

H & F ADMINISTRATION IV LLC

SHAREHOLDER

indirect

1994-12-01

PINNACLE ASSET MANAGEMENT, L.P.

MEMBER

indirect

1994-12-01

OTTAWA AVENUE PRIVATE CAPITAL, LLC

SHAREHOLDER

indirect

1994-12-01

SANDPOINTE, LLC

MEMBER

indirect

1994-12-01

BRENTON INVESTMENTS, INC.

SHAREHOLDER

indirect

1995-01-01

POPULAR SECURITIES, INC.

DIRECTOR

direct

1995-05-01

NOVARE CAPITAL MANAGEMENT

MEMBER

indirect

1995-05-01

SOUND CAPITAL MANAGEMENT INC

MANAGING DIRECTOR

direct

1995-06-01

STAMPS, WOODSUM & CO. IV

LIMITED PARTNER

direct

1995-06-01

PROGRESSIVE INVESTMENT MANAGEMENT CORPORATION

SHAREHOLDER

direct

1995-06-01

CORRELL CO. INVESTMENT SERVICES CORP.

SECRETARY

direct

1995-07-01

PCJ INVESTMENT COUNSEL LTD.

PARTNERSHIP

direct

1995-07-01

POPULAR SECURITIES, INC.

DIRECTOR

direct

1995-08-01

NBC SECURITIES, INC.

VICE PRESIDENT

direct

1995-08-01

INVESTEC PMG CAPITAL

MANAGING DIRECTOR/TREASURER/CHIEF COMPLIANCE OFFICER

direct

1995-10-01

JAYHAWK PRIVATE EQUITY GP, L.P.

MANAGING MEMBER

indirect

1995-10-01

JGE CAPITAL MANAGEMENT, LLC

TRUST

indirect

1995-10-01

PENSION PORTFOLIO ADVISORS INC.

N/A

direct

1995-11-01

CORRELL CO. INVESTMENT SERVICES CORP.

SHAREHOLDER

direct

1995-11-01

MOSBY LINCOLN LC

MEMBER MANAGER

direct

1995-12-01

HHH INVESTMENT INC

PRESIDENT

direct

1995-12-01

SIFE

DIRECTOR/OWNER

direct

1995-12-01

KAUFMAN BROS., L.P.

direct

1995-12-01

OVERLOOK INVESTMENTS L.P.

GENERAL PARTNER

direct

1995-12-01

P. R. HERZIG & CO. INC.

BOARD OF DIRECTORS

direct

1995-12-01

P. R. HERZIG & CO. INC.

SHAREHOLDER

direct

1995-12-01

P. R. HERZIG & CO. INC.

TRUSTEE OF 2 TRUSTS

indirect

1995-12-01

RANSON CAPITAL CORPORATION

VP SEC.

direct

1996-01-01

OLYMPUS ADVISORS, LLC

MEMBER

direct

1996-01-01

FINANCIAL ADVISORY SERVICE INC

SHAREHOLDER

direct

1996-02-01

ACCESS FINANCIAL GROUP, INC.

OWNER

direct

1996-02-01

MIDWEST CAPITAL MANAGEMENT, INC.

PRESIDENT

direct

1996-03-01

CHAPLIN-MULLAUGH, INCORPORATED

CORPORATE SECRETARY

direct

1996-03-01

JGE CAPITAL MANAGEMENT, LLC

MEMBER

direct

1996-04-01

FINANCIAL ADVISORY SERVICE INC

JAMES G. DUSSOLD, TRUSTEE

direct

1996-05-01

WEXFORD CLEARING SERVICES CORPORATION

SENIOR VICE PRESIDENT- CROP

direct

1996-07-01

AMERICAN SUPERIOR CO

TRUST

direct

1996-07-01

PCJ INVESTMENT COUNSEL LTD.

PARTNERSHIP

direct

1996-07-01

DRV GROUP INC

PRESIDENT

direct

1996-08-01

THE BAKER GROUP, LP

VICE PRES/MANAGING DIRECTOR

direct

1996-08-01

PINKERTON RETIREMENT SPECIALISTS, LLC

OWNER

indirect

1996-09-01

PINKERTON RETIREMENT SPECIALISTS, LLC

OWNER

indirect

1996-09-01

CHARLES FISH INVESTMENTS, INC.

SHAREHOLDER

direct

1996-10-01

ORION FINANCIAL SERVICES, LLC

SHAREHOLDER

indirect

1996-11-01

MACEY-HOLLAND & CO., LLC

MANAGING MEMBER

direct

1996-12-01

BATCHELDER & PARTNERS, INC.

OWNER

direct

1997-01-01

NEUMEIER INVESTMENT COUNSEL LLC

MEMBER

direct

1997-01-01

ROSEMOUNT CAPITAL LIMITED

TRUSTEE

indirect

1997-01-01

FREMONT REALTY CAPITAL, L.P.

SHAREHOLDER

indirect

1997-02-01

JUNDT ASSOCIATES INC

TRUSTEE

direct

1997-03-01

OSTERWEIS CAPITAL MANAGEMENT LLC

MEMBER

direct

1997-03-01

JOHN MOORE & ASSOCIATES INC

SHAREHOLDER

direct

1997-03-01

FFR ADVISORY LLC

TRUSTEE

indirect

1997-03-01

S.A.I. CAPITAL MANAGEMENT, LLC

TRUSTEE

indirect

1997-03-01

SENTINEL ADVISORS LLC

MEMBER

direct

1997-04-01

PRINCIPAL

direct

1997-04-01

WAYZATA CAPITAL MANAGEMENT, INC.

SHAREHOLDER

direct

1997-05-01

STEVEN A. NOROIAN & ASSOCIATES, INC.

OWNER

direct

1997-05-01

WELTON INVESTMENT CORPORATION

SOLE SHAREHOLDER

direct

1997-05-01

WELTON INVESTMENT CORPORATION

SOLE SHAREHOLDER

indirect

1997-05-01

WELTON FUND ADVISORS LLC

SOLE SHAREHOLDER

indirect

1997-05-01

WELTON INVESTMENT PARTNERS LLC

SOLE SHAREHOLDER

indirect

1997-05-01

TRENDSTAT CAPITAL MANAGEMENT INC.

NO TITLE

direct

1997-06-01

POPULAR SECURITIES, INC.

DIRECTOR

direct

1997-07-01

KLOSTERMAN CAPITAL CORP

TRUST

direct

1997-07-01

MORGAN JESS S & CO INC

TRUST

direct

1997-07-01

THE CLIFTON GROUP INVESTMENT MANAGEMENT COMPANY

SHAREHOLDER

direct

1997-07-01

JONES COMMODITIES, INC.

SHAREHOLDER

direct

1997-08-01

FIRST WESTERN ADVISORS

PRESIDENT / DIRECTOR

direct

1997-10-01

STEPHEN JONES CAPITAL MANAGEMENT, INC.

90% SHAREHOLDER

direct

1997-11-01

JONES VILLALTA ASSET MANAGEMENT, LLC

90% SHAREHOLDER OF STEPHEN JONES CAPITAL MANAGEMENT, INC.

indirect

1997-11-01

IHP CAPITAL PARTNERS

SHAREHOLDER

direct

1997-12-01

TIFFANY CAPITAL ADVISORS INC

BOARD MEMBER

direct

1998-01-01

SAGE, RUTTY & CO., INC.

DIRECTOR

direct

1998-01-01

KURIYAMA & CO LLC

MEMBER

direct

1998-01-01

SUMMIT PARTNERS V, L.P.

LIMITED PARTNER

direct

1998-01-01

CWS CAPITAL PARTNERS LLC

SHAREHOLDER

direct

1998-01-01

THE BAUPOST GROUP, L.L.C.

MEMBER

direct

1998-01-01

IWAMOTO, KONG & CO., INC.

SHAREHOLDER

direct

1998-01-01

CWS CAPITAL PARTNERS LLC

SHAREHOLDER / MANAGING MEMBER

direct

1998-01-01

FINANCIAL ADVISORY SERVICE INC

DANIELLE G. MEIER AND JOHN A. MEIER, TRUSTEES

direct

1998-01-01

BJURMAN, BARRY & ASSOCIATES

SHAREHOLDER A CLASS

direct

1998-03-01

DE PRINCE, RACE & ZOLLO, INC.

SHAREHOLDER

direct

1998-03-01

BOULDER INVESTMENT ADVISERS LLC

MEMBER

indirect

1998-05-01

BNY ASSOCIATES INCORPORATED

DIRECTOR

direct

1998-05-01

FULLER & THALER ASSET MANAGEMENT INC

SHAREHOLDER

direct

1998-05-01

VALUE PARTNERS LTD

SHAREHOLDER

direct

1998-06-01

VALU-TRAC INVESTMENT RESEARCH LIMITED

OWNER

direct

1998-06-01

PRIVATE PORTFOLIO OF SAN DIEGO, INC.

VICE PRESIDENT

direct

1998-06-01

GREIG ASSOCIATES INC

VICE PRESIDENT

direct

1998-07-01

RWT INVESTMENT ADVISERS, INC.

100% SHAREHOLDER

direct

1998-07-01

KELLNER, DILEO & CO., L.P.

LIMITED PARTNER

direct

1998-07-01

WHITEGATE INVESTMENT COUNSELORS INC

SHAREHOLDER

direct

1998-07-01

TAYLOR, COTTRILL, ERICKSON AND ASSOCIATES, INC.

SHAREHOLDER

indirect

1998-07-01

OWNERSHIP ADVISORS, INC.

PRESIDENT

direct

1998-09-01

THE HOLLISTER ASSET MANAGEMENT CO, G.P.

GENERAL PARTNER

direct

1998-09-01

THE BAKER GROUP, LP

VICE PRES/MANAGING DIRECTOR

direct

1998-09-01

HAMMER ASSET MANAGEMENT LLC

TRUSTEE

indirect

1998-10-01

HAMMER ASSET MANAGEMENT LLC

TRUSTEE

direct

1998-10-01

CITY SECURITIES CORPORATION

DIRECTOR

direct

1998-11-01

ARNHOLD AND S. BLEICHROEDER, INC.

SENIOR VICE PRESIDENT & DIRECTOR

direct

1988-08-01

2000-11-09

ARNHOLD AND S. BLEICHROEDER, INC.

SENIOR VICE PRESIDENT & DIRECTOR

direct

1995-03-01

2000-11-09

FSC SECURITIES CORPORATION

DIRECTOR/CHAIRMAN

direct

1997-10-01

2000-12-15

J. BUSH & CO., INCORPORATED

DIRECTOR

direct

1970-09-01

2001-01-29

J. BUSH & CO., INCORPORATED

EXECUTIVE VICE PRESIDENT

direct

1998-03-01

2001-01-29

MACK INVESTMENT SECURITIES, INC.

TRUSTEE IS PRESIDENT

direct

1986-01-01

2001-01-30

FORUM SECURITIES, INC.

SHAREHOLDER

indirect

1990-07-01

2001-01-30

FORUM SECURITIES, INC.

VICE PRESIDENT/CFO

direct

1991-03-01

2001-01-30

RASKOB KAMBOURIAN FINANCIAL ADVISORS LTD

TREAURER

direct

1992-02-01

2001-01-30

CHASE INVESTMENT SERVICES CORP.

DIRECTOR

direct

1998-09-01

2001-01-30

AMERICAN FIDELITY ASSURANCE CO

SHAREHOLDER

indirect

1980-05-01

2001-01-31

AMERICAN FIDELITY ASSURANCE CO

DIRECTOR

direct

1984-04-01

2001-01-31

AMERICAN FIDELITY ASSURANCE CO

SENIOR VICE PRESIDENT

direct

1987-01-01

2001-01-31

AMERICAN FIDELITY ASSURANCE CO

SENIOR VICE PRESIDENT

direct

1987-02-01

2001-01-31

MOODY ALDRICH & SULLIVAN LLC

NON MEMBER

indirect

1988-06-01

2001-01-31

MOODY ALDRICH & SULLIVAN LLC

NON MEMBER

indirect

1988-06-01

2001-01-31

AMERICAN FIDELITY ASSURANCE CO

SENIOR VICE PRESIDENT

direct

1990-01-01

2001-01-31

AMERICAN FIDELITY ASSURANCE CO

DIRECTOR

direct

1992-01-01

2001-01-31

AMERICAN FIDELITY ASSURANCE CO

PRESIDENT/DIRECTOR

direct

1992-02-01

2001-01-31

MOODY ALDRICH & SULLIVAN LLC

NON MEMBER

indirect

1992-12-01

2001-01-31

AMERICAN FIDELITY ASSURANCE CO

SENIOR VICE PRESIDENT

direct

1994-01-01

2001-01-31

COUNTRY CAPITAL MANAGEMENT COMPANY

SENIOR VP MARKETING

direct

1996-10-01

2001-01-31

AMERICAN FIDELITY ASSURANCE CO

DIRECTOR

direct

1997-11-01

2001-01-31

AMERICAN FIDELITY ASSURANCE CO

SENIOR CHAIRMAN OF BOARD

direct

1998-01-01

2001-01-31

AMERICAN FIDELITY ASSURANCE CO

CH.BD./DIR/CEO

direct

1998-01-01

2001-01-31

JULIUS BAER SECURITIES INC.

CHAIRMAN

direct

1998-04-01

2001-01-31

AMERICAN FIDELITY ASSURANCE CO

DIRECTOR

direct

1998-07-01

2001-01-31

AMERICAN FIDELITY ASSURANCE CO

SENIOR VICE PRESIDENT

direct

1998-08-01

2001-01-31

CENTURION CAPITAL MANAGEMENT CORP

BENEFICIAL OWNER OF CCGI, COMMON

indirect

1997-12-01

2001-02-01

ESSEX LLC

SECRETARY

direct

1933-01-01

2001-02-23

COMMONWEALTH ADVISORS INC

SECRETARY

direct

1991-04-01

2001-02-28

HARTFORD INVESTMENT FINANCIAL SERVICES COMPANY

SENIOR VICE PRESIDENT & DIRECTOR- INVESTMENTS & DIRECTOR

direct

1996-12-01

2001-02-28

COMMONWEALTH ADVISORS INC

VICE PRESIDENT

direct

1997-02-01

2001-02-28

LINDNER ASSET MANAGEMENT INC

SHAREHOLDER

direct

1997-03-01

2001-02-28

MBIA CAPITAL MANAGEMENT CORP.

SENIOR MANAGING DIRECTOR

direct

1998-02-01

2001-02-28

ORLEANS CAPITAL MANAGEMENT CORP

PRESIDENT, DIRECT OWNER-COMMON & DIRECTOR

direct

1991-07-01

2001-03-01

MONTICELLO ASSOCIATES INC

PRESIDENT

direct

1992-07-01

2001-03-01

MONTICELLO ASSOCIATES INC

TREASURER

direct

1992-07-01

2001-03-01

WCM INVESTMENT MANAGEMENT

direct

1995-06-01

2001-03-01

THE ROBINSON-HUMPHREY COMPANY, LLC

SENIOR MANAGING DIRECTOR AND DIRECTOR

direct

1998-05-01

2001-03-13

PRINCOR FINANCIAL SERVICES CORPORATION

SENIOR VICE PRESIDENT

direct

1998-01-01

2001-03-15

PMG CAPITAL CORP.

MANAGING DIRECTOR

direct

1998-10-01

2001-03-15

DIVERSIFIED INVESTMENT ADVISORS INC

DIRECTOR, TREASURER & CHIEF FINANCIAL OFFICER

direct

1992-10-01

2001-03-16

BERGER & ASSOCIATES LLC

MANAGER & 50% OWNER

direct

1997-04-01

2001-03-16

ARMA FINANCIAL SERVICES, INC.

CHAIRMAN

direct

1986-04-01

2001-03-20

ARMA FINANCIAL SERVICES, INC.

SECRETARY

direct

1986-04-01

2001-03-20

ARMA FINANCIAL SERVICES, INC.

DIRECTOR

direct

1986-04-01

2001-03-20

ARMA FINANCIAL SERVICES, INC.

DIRECTOR

direct

1991-06-01

2001-03-20

ARMA FINANCIAL SERVICES, INC.

DIRECTOR

direct

1994-10-01

2001-03-20

ARMA FINANCIAL SERVICES, INC.

DIRECTOR

direct

1996-07-01

2001-03-20

TREECE INVESTMENT ADVISORY CORP

PRESIDENT, DIRECTOR, SECT, TREASURER

direct

1979-08-01

2001-03-23

COMMERCE CAPITAL MARKETS, INC.

EXECUTIVE VICE PRESIDENT

direct

1977-03-01

2001-03-26

COMMERCE CAPITAL MARKETS, INC.

MANAGING DIRECTOR

direct

1977-09-01

2001-03-26

ASSET MANAGEMENT ADVISORS, LLC

EXECUTIVE MANAGER

direct

1996-06-01

2001-03-26

AMERVEST CO INC

MANAGING DIRECTOR

direct

1993-01-01

2001-03-27

PMG CAPITAL CORP.

PRESIDENT

direct

1986-12-01

2001-03-29

PMG CAPITAL CORP.

VICE PRESIDENT ADMIN.

direct

1995-04-01

2001-03-29

PMG CAPITAL CORP.

MANAGING DIRECTOR

direct

1995-10-01

2001-03-29

VESTRUST SECURITIES L.P.

SHAREHOLDER

direct

1997-01-01

2001-03-29

FIRST WESTERN ADVISORS

VICE PRESIDENT/SECRETARY

direct

1997-10-01

2001-03-29

FIRST WESTERN ADVISORS

DIRECTOR

direct

1997-10-01

2001-03-29

KAHN BROTHERS & CO. INC.

STOCKHOLDER, DIRECTOR

direct

1978-07-01

2001-03-30

PROEQUITIES INC

DIRECTOR

direct

1997-01-01

2001-03-30

PROVIDENT NATIONAL ASSURANCE COMPANY

DIRECTOR

direct

1995-10-01

2001-04-02

PROVIDENT NATIONAL ASSURANCE COMPANY

DIRECTOR, EXECUTIVE VICE PRESIDENT - FINANCE

direct

1997-11-01

2001-04-02

PROVIDENT NATIONAL ASSURANCE COMPANY

VICE PRESIDENT AND SECRETARY

direct

1997-11-01

2001-04-02

RICHARD O. JONES

PRESIDENT/CEO

indirect

1993-07-01

2001-04-06

RICHARD O. JONES

SHAREHOLDER

direct

1993-12-01

2001-04-06

CENTURION TRUST COMPANY

SHAREHOLDER

indirect

1997-12-01

2001-04-12

TOWER SQUARE SECURITIES, INC.

VICE PRESIDENT

direct

1998-09-01

2001-04-19

ORION FINANCIAL SERVICES, LLC

MEMB ER OF LLC

direct

1997-08-01

2001-04-20

THE ADVISORS GROUP, INC.

CHAIRMAN OF BOARD OF DIRECTORS

direct

1988-08-01

2001-04-26

CONCOURSE CAPITAL CORPORATION

DIRECTOR

direct

1991-08-01

2001-04-27

TIMING STRATEGIES CORP

PRESIDENT

direct

1982-05-01

2001-04-30

CMS INVESTMENT RESOURCES, INC.

VICE PRESIDENT, GENERAL COUNSEL

direct

1986-06-01

2001-04-30

VALU TRAC INVESTMENT MANAGEMENT LTD

CHIEF EXECUTIVE

direct

1989-10-01

2001-04-30

VALU TRAC INVESTMENT MANAGEMENT LTD

NON-EXECUTIVE DIRECTOR

direct

1994-10-01

2001-04-30

CANTERBURY CAPITAL SERVICES, INC.

SECRETARY

direct

1995-11-01

2001-04-30

MILLAR ROBERT PETER WHARTON

COMPLIANCE OFFICER

direct

1995-12-01

2001-04-30

VALU TRAC INVESTMENT MANAGEMENT LTD

COMPLIANCE OFFICER

direct

1995-12-01

2001-04-30

SUNTRUST EQUITABLE SECURITIES CORPORATION

CROP

direct

1990-07-01

2001-05-03

TITAN INVESTMENT ADVISORS LLC

PARTNER

direct

1996-05-01

2001-05-15

SOVEREIGN HOLDINGS LLC

PRESIDENT

direct

1997-01-01

2001-05-16

SOVEREIGN HOLDINGS LLC

ADMINISTRATIVE PARTNER

direct

1997-01-01

2001-05-16

ROBOTTI & COMPANY, INCORPORATED

DIRECTOR & STOCKHOLDER

direct

1983-08-01

2001-05-24

ROBOTTI & COMPANY, INCORPORATED

STOCKHOLDER

direct

1987-09-01

2001-05-24

ROBOTTI & COMPANY, INCORPORATED

SROP, ROP

direct

1994-05-01

2001-05-24

ROGGE GLOBAL PARTNERS PLC

100% SHAREHOLDER OF UNITED ASSET MANAGEMENT UK HOLDINGS LIMITED

direct

1996-09-01

2001-05-24

ROBOTTI & COMPANY, INCORPORATED

SROP, ROP

direct

1997-09-01

2001-05-24

CANYON CAPITAL REALTY ADVISORS LLC

MEMBER

direct

1998-05-01

2001-06-12

THE ROBINSON-HUMPHREY COMPANY, LLC

EXECUTIVE VICE PRESIDENT AND DIRECTOR

direct

1997-05-01

2001-06-20

SPELMAN & CO., INC.

DIRECTOR

direct

1998-04-01

2001-06-20

THE MILLER FINANCIAL GROUP, INC.

SHAREHOLDER

indirect

1992-04-01

2001-06-25

A. G. EDWARDS & SONS, INC.

DIRECTOR OF HOLDING COMPANY

direct

1997-06-01

2001-06-26

COORDINATED ASSET PLANNING CO INC

CHEIF OPERATIONS OFFICER

direct

1989-05-01

2001-07-30

METROPOLITAN LIFE INSURANCE COMPANY

DIRECTOR

direct

1995-06-01

2001-07-30

KEENE & ASSOCIATES, INC.

PRESIDENT

direct

1994-09-01

2001-08-09

WILLIAMS C R INC

MANAGING DIRECTOR

direct

1994-06-01

2001-08-15

WILLIAMS C R INC

PRESIDENT

direct

1994-08-01

2001-08-15

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

EXECUTIVE VICE PRESIDENT, DIRECTOR OF UPG

direct

1987-08-01

2001-08-21

ST. BERNARD FINANCIAL SERVICES, INC.

SHAREHOLDER

direct

1994-03-01

2001-08-28

MEMORIAL INVESTMENT ADVISORS INC

VP AND CIO

direct

1998-09-01

2001-09-25

SYMMETRIC INVESTMENTS, INC.

5% + SHAREHOLDER

direct

1992-12-01

2001-09-26

ALLIANCE ADVISORY & SECURITIES, INC.

PRESIDENT

indirect

1987-07-01

2001-09-27

PMG CAPITAL CORP.

PRESIDENT AND CHIEF EXECUTIVE OFFICER

direct

1986-12-01

2001-10-01

PMG CAPITAL CORP.

MANAGING DIRECTOR

direct

1987-06-01

2001-10-01

PMG CAPITAL CORP.

MANAGING DIRECTOR

direct

1993-12-01

2001-10-01

PMG CAPITAL CORP.

MANAGING DIRECTOR AND TREASURER

direct

1995-10-01

2001-10-01

SMITH SHELLNUT WILSON LLC

PRINCIPAL

direct

1995-06-01

2001-10-22

SMITH SHELLNUT WILSON LLC

PRINCIPAL

direct

1998-08-01

2001-10-22

SALOMON SMITH BARNEY INC.

GENERAL COUNSEL - SMITH BARNEY ASSET MANAGEMENT, MANAGING DIRECTOR - SALOMON SMITH BARNEY INC.

direct

1995-07-01

2001-10-24

SALOMON SMITH BARNEY INC.

CHAIRMAN & CEO - SMITH BARNEY ASSET MANAGEMENT

direct

1997-08-01

2001-10-24

SALOMON SMITH BARNEY INC.

MANAGING DIRECTOR - SALOMON SMITH BARNEY, CHIEF INVESTMENT OFFICER - SMITH BARNEY ASSET MANAGEMENT

direct

1997-08-01

2001-10-24

CSFBDIRECT, INC.

DIRECTOR/CCO/CROP/SROP

direct

1996-08-01

2001-10-26

STEPHENS INC.

SHAREHOLDER PREFERRED B

indirect

1990-12-01

2001-10-31

STEPHENS INC.

SHAREHOLDER COMMON A

indirect

1990-12-01

2001-10-31

CBNY INVESTMENT SERVICES CORP.

SHAREHOLDER

indirect

1988-03-01

2001-11-01

FINARC LLC

SPOUSE

direct

1996-10-01

2001-11-29

THE MILLER FINANCIAL GROUP, INC.

SHAREHOLDER

indirect

1992-04-01

2001-11-30

CJ CAPITAL MANAGEMENT LLC

PRESIDENT

direct

1998-08-01

2001-12-07

ARNHOLD AND S. BLEICHROEDER, INC.

STOCKHOLDER

direct

1946-07-01

2001-12-10

ARNHOLD AND S. BLEICHROEDER, INC.

SENIOR VICE PRESIDENT & DIRECTOR

direct

1978-06-01

2001-12-10

ARNHOLD AND S. BLEICHROEDER, INC.

SENIOR VICE PRESIDENT, TREASURER & DIRECTOR

direct

1990-11-01

2001-12-10

ARNHOLD AND S. BLEICHROEDER, INC.

CO-CHAIRMAN OF THE BOARD

direct

1994-01-01

2001-12-10

ARNHOLD AND S. BLEICHROEDER, INC.

CO-PRESIDENT, SECRETARY & DIRECTOR

direct

1994-01-01

2001-12-10

ARNHOLD AND S. BLEICHROEDER, INC.

CO-PRESIDENT AND DIRECTOR

direct

1994-01-01

2001-12-10

ARNHOLD AND S. BLEICHROEDER, INC.

SENIOR VICE PRESIDENT , SROP/CROP

direct

1994-04-01

2001-12-10

TRENDLINE RESEARCH & MANAGEMENT CORP

DIRECTOR, VICE-PRESIDENT, SECRETARY/TREASURER

direct

1988-03-01

2001-12-12

TRENDLINE RESEARCH & MANAGEMENT CORP

DIRECTOR, PRESIDENT

direct

1988-03-01

2001-12-12

TREVOR STEWART BURTON & JACOBSEN INC

STOCKHOLDER

direct

1995-04-01

2001-12-18

COUNTRY CAPITAL MANAGEMENT COMPANY

VP COMMUNICATIONS & HUMAN RESOURCES

direct

1989-10-01

2001-12-20

COUNTRY CAPITAL MANAGEMENT COMPANY

VP INFO SYSTEMS

direct

1996-10-01

2001-12-20

COUNTRY CAPITAL MANAGEMENT COMPANY

CORPORATE CONTROLLER

direct

1997-03-01

2001-12-20

THURLOW CAPITAL MANAGEMENT, INC.

PRESIDENT

direct

1997-04-01

2002-01-03

THURLOW CAPITAL MANAGEMENT, INC.

VICE-PRESIDENT

direct

1997-04-01

2002-01-03

CENTURION HINDS INVESTMENT MANAGEMENT CORP

SHAREHOLDER OF CENTURION CAPITAL GROUP INC.

indirect

1997-12-01

2002-01-17

CATHOLIC FINANCIAL SERVICES CORP

CHAIRMAN, DIRECTOR

direct

1994-06-01

2002-01-23

CATHOLIC FINANCIAL SERVICES CORP

DIRECTOR

direct

1994-06-01

2002-01-23

NORTHERN TRUST SECURITIES, INC.

DIRECTOR

direct

1997-01-01

2002-01-23

CSFBDIRECT, INC.

DIRECTOR OF COMPLIANCE/CCO/CROP/SROP

direct

1996-08-01

2002-01-25

PRINCOR FINANCIAL SERVICES CORPORATION

DIRECTOR

direct

1998-01-01

2002-01-25

SUCCESSFUL RESOURCES MANAGEMENT LTD

VICE PRESIDENT

direct

1996-06-01

2002-02-05

COORDINATED ASSET PLANNING CO INC

PRESIDENT

direct

1984-01-01

2002-02-13

FERGUSON INVESTMENT CONSULTANTS INC

PRESIDENT

direct

1988-06-01

2002-02-13

COORDINATED ASSET PLANNING CO INC

CHIEF OPERATIONS OFFICER

direct

1989-05-01

2002-02-13

MCCORMACK ADVISORS INTERNATIONAL LLC

indirect

1973-12-01

2002-03-11

AMERICAN INVESTMENT SERVICES INC

TREASURER & SECRETARY

direct

1988-12-01

2002-03-15

HORSLEY BRIDGE PARTNERS, INC.

SHAREHOLDER

direct

1983-03-01

2002-03-19

HORSLEY BRIDGE PARTNERS, INC.

SHAREHOLDER

direct

1985-03-01

2002-03-19

PARNASSUS INVESTMENTS

DIRECTOR

direct

1984-06-01

2002-03-22

AMR INVESTMENT SERVICES, INC

SECRETARY

direct

1988-01-01

2002-03-25

MCCORMICK CAPITAL MANAGEMENT

V.P. FIXED INCOME

direct

1993-03-01

2002-03-26

CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD

SHAREHOLDER

direct

1995-01-01

2002-03-26

MCCORMICK CAPITAL MANAGEMENT

V.P. OPERATIONS

direct

1996-04-01

2002-03-26

LORD ANDREW CHARLES

SOLE PROPRIETOR

direct

1984-01-01

2002-03-27

GLEN RAUCH SECURITIES, INC.

SECRETARY/DIRECTOR

direct

1986-02-01

2002-03-27

CITISTREET ADVISORS LLC

VICE PRESIDENT, TREASURER, FINOP

direct

1991-05-01

2002-03-27

NATIONWIDE ADVISORY SERVICES, INC.

DIRECTOR

direct

1998-04-01

2002-03-27

GUARDIAN CAPITAL INC

MANAGING DIRECTOR

direct

1985-11-01

2002-03-28

GUARDIAN CAPITAL INC

MANAGING DIRECTOR

direct

1988-02-01

2002-03-28

FORUM SECURITIES, INC.

EXECUTIVE VICE PRESIDENT

direct

1989-01-01

2002-03-28

FORUM SECURITIES, INC.

DIRECTOR

direct

1989-02-01

2002-03-28

FORUM SECURITIES, INC.

SECRETARY

direct

1989-06-01

2002-03-28

FORUM SECURITIES, INC.

PRESIDENT/TREASURER/DIRECTOR/SROP/CROP

direct

1991-02-01

2002-03-28

FORUM SECURITIES, INC.

SENIOR VICE PRESIDENT/CFO

direct

1991-03-01

2002-03-28

FORUM SECURITIES, INC.

DIRECTOR

direct

1992-08-01

2002-03-28

GUARDIAN CAPITAL INC

MANAGING DIRECTOR

direct

1994-11-01

2002-03-28

GUARDIAN CAPITAL INC

MANAGING DIRECTOR

direct

1995-04-01

2002-03-28

INSTITUTIONAL SECURITIES CORPORATION

SECRETARY

direct

1996-05-01

2002-03-28

VALUE PARTNERS LTD

NON-EXECUTIVE DIRECTOR

direct

1998-06-01

2002-03-28

GUARDIAN CAPITAL ADVISORS INC

V.P., COMPLIANCE & SECRETARY

direct

1998-11-01

2002-03-28

EPG INC

SENIOR VICE PRESIDENT

direct

1998-01-01

2002-04-01

JMG CAPITAL MANAGEMENT, LLC

N/A

indirect

1998-04-01

2002-04-01

STIFEL, NICOLAUS & COMPANY, INCORPORATED

SHAREHOLDER

direct

1996-06-01

2002-04-02

WARNER GROUP, INC.

VICE PRESIDENT, DIRECTOR, SHAREHOLDER

direct

1996-05-01

2002-04-03

TACTICAL ALLOCATION SERVICES LLC

TRUST

direct

1996-04-01

2002-04-04

BRENTON INVESTMENTS, INC.

SHAREHOLDER

indirect

1995-01-01

2002-04-17

MUHLENKAMP & CO INC

SHAREHOLDER

direct

1983-02-01

2002-04-22

DIVERSIFIED INVESTMENT ADVISORS INC

DIRECTOR & PRESIDENT

direct

1992-10-01

2002-04-30

DIVERSIFIED INVESTMENT ADVISORS INC

SECRETARY

direct

1994-01-01

2002-04-30

LINDNER CAPITAL MANAGEMENT, LLC

52% SHAREHOLDER

indirect

1997-03-01

2002-04-30

CHAPEL HILL CAPITAL MANAGEMENT INC

PRESIDENT

direct

1997-12-01

2002-05-03

ARISTA INVESTMENT ADVISORS, LTD.

PRESIDENT

direct

1988-11-01

2002-05-06

ARISTA INVESTMENT ADVISORS, LTD.

SECRETARY

direct

1988-11-01

2002-05-06

ARISTA INVESTMENT ADVISORS, LTD.

VICE-PRESIDENT

direct

1996-04-01

2002-05-06

PINNACLE FUND MANAGEMENT LLC

NONE

direct

1997-03-01

2002-05-06

SUCCESSFUL MONEY STRATEGIES INC

CHIEF INVESTMENT OFFICER

direct

1993-03-01

2002-05-07

WESTBOURNE INVESTMENTS, INC.

BENEFICIAL OWNER

direct

1997-09-01

2002-05-14

WESTBOURNE INVESTMENTS, INC.

BENEFICIAL OWNER

direct

1997-12-01

2002-05-14

PLANNERS FINANCIAL SERVICES, INC.

BOARD MEMBER

direct

1984-03-01

2002-05-24

PACIFIC CAPITAL PLANNING COMPANY

OWNER

direct

1997-09-01

2002-05-24

A. G. EDWARDS & SONS, INC.

DIRECTOR, SENIOR VICE PRESIDENT, ASSISTANT SECRETARY

direct

1998-03-01

2002-05-31

R.V. KUHNS & ASSOCIATES, INC.

TREASURER

indirect

1986-01-01

2002-06-25

FIRST ALLIED SECURITIES, INC.

SHAREHOLDER

indirect

1994-10-01

2002-07-22

TRUSTED SECURITIES ADVISORS CORP.

CHAIRMAN AND DIRECTOR

direct

1998-08-01

2002-07-24

AMERICAN GENERAL FINANCIAL ADVISORS, INC.

ASSISTANT TREASURER

direct

1998-08-01

2002-08-29

EQUITY ANALYSTS INC.

SHAREHOLDER

direct

1998-09-01

2002-09-20

THE MILLER FINANCIAL GROUP, INC.

SHAREHOLDER

indirect

1992-04-01

2002-09-23

1717 CAPITAL MANAGEMENT COMPANY

DIRECTOR

direct

1998-11-01

2002-09-26

KILLIAN ASSET MANAGEMENT CORP

PRESIDENT

direct

1987-04-01

2002-10-11

ABSOLUTE RETURN ADVISORS, LTD.

CROP/SROP/VP

direct

1996-12-01

2002-10-14

MCCORMACK ADVISORS INTERNATIONAL LLC

indirect

1973-12-01

2002-10-16

METROPOLITAN LIFE INSURANCE COMPANY

DIRECTOR

direct

1980-03-01

2002-10-21

METROPOLITAN LIFE INSURANCE COMPANY

DIRECTOR

direct

1980-11-01

2002-10-21

METROPOLITAN LIFE INSURANCE COMPANY

DIRECTOR

direct

1983-02-01

2002-10-21

ARTHURS, LESTRANGE & COMPANY INCORPORATED

OUTSIDE SHAREHOLDER

direct

1986-03-01

2002-10-31

SANDALWOOD SECURITIES, INC.

SHAREHOLDER

direct

1997-12-01

2002-10-31

SANDALWOOD SECURITIES, INC.

SHAREHOLDERS

direct

1997-12-01

2002-10-31

BERGER & ASSOCIATES LLC

MANAGER & 100% OWNER

direct

1997-04-01

2002-12-04

MUHLENKAMP & CO INC

SHAREHOLDER

indirect

1983-02-01

2002-12-18

THE DANFORTH ASSOCIATES, INC

VICE PRESIDENT & DIRECTOR

direct

1994-09-01

2002-12-20

COUNTRY CAPITAL MANAGEMENT COMPANY

CHAIRMAN OF THE BOARD & DIRECTOR

direct

1994-10-01

2003-01-02

COUNTRY CAPITAL MANAGEMENT COMPANY

GENERAL COUNSEL & SECRETARY

direct

1996-08-01

2003-01-02

COUNTRY CAPITAL MANAGEMENT COMPANY

SENIOR VP & CHIEF FINANCIAL OFFICER

direct

1996-10-01

2003-01-02

COUNTRY CAPITAL MANAGEMENT COMPANY

VP FINANCE & TREASURER

direct

1998-11-01

2003-01-02

L ROY PAPP & ASSOCIATES

GENERAL PARTNER

direct

1992-01-01

2003-01-10

MEMORIAL INVESTMENT ADVISORS INC

PRESIDENT AND CEO

direct

1998-10-01

2003-01-14

MEMORIAL INVESTMENT ADVISORS INC

VP AND CFO

direct

1998-10-01

2003-01-14

LAUREL MANAGEMENT CO LLC

MEMBER

direct

1995-07-01

2003-01-15

CLARK FINANCIAL SERVICES GROUP INC

PRESIDENT

direct

1987-01-01

2003-01-24

ROLF ADLER GROUP INC

PRESIDENT

direct

1987-12-01

2003-01-25

FINANCIAL ADVISORY SERVICE INC

SHAREHOLDER

direct

1984-01-01

2003-02-05

C.E. UNTERBERG, TOWBIN (A CALIFORNIA LIMITED PARTNERSHIP)

DIRECTOR OF COMPLIANCE

direct

1997-03-01

2003-02-07

THE DANFORTH ASSOCIATES, INC

DIRECTOR

direct

1994-09-01

2003-02-14

GURUN, INC.

PRESIDENT

direct

1986-03-01

2003-02-27

TIFFANY CAPITAL ADVISORS INC

BOARD MEMBER

direct

1992-07-01

2003-03-03

WILLINGHAM ASSET MANAGEMENT INC

PRESIDENT

direct

1995-11-01

2003-03-03

JULIUS BAER SECURITIES INC.

SENIOR VICE PRESIDENT

direct

1994-12-01

2003-03-14

JULIUS BAER SECURITIES INC.

DIRECTOR

direct

1996-05-01

2003-03-14

THE DE BURLO GROUP,INC.

PRESIDENT

direct

1987-10-01

2003-03-18

THE DE BURLO GROUP,INC.

SECRETARY

direct

1987-10-01

2003-03-18

THE DE BURLO GROUP,INC.

DIRECTOR

direct

1987-10-01

2003-03-18

THE DE BURLO GROUP,INC.

SENIOR VICE PRESIDENT

direct

1996-03-01

2003-03-18

PERKINS, WOLF, MCDONNELL & CO.

SHAREHOLDER

direct

1983-03-01

2003-03-26

KEENE & ASSOCIATES, INC.

PRESIDENT, DIRECTOR

direct

1994-09-01

2003-03-26

HORSLEY BRIDGE PARTNERS, INC.

SHAREHOLDER CLASS A & B SHARES

direct

1985-03-01

2003-03-27

NVEST FUNDS MANAGEMENT LP

GENERAL PARTNER

direct

1995-01-01

2003-03-27

CJ CAPITAL MANAGEMENT LLC

MEMBER, PRESIDENT

direct

1998-08-01

2003-03-27

BUCKINGHAM CAPITAL MANAGEMENT INC

DIRECTOR

direct

1985-05-01

2003-03-28

COMMERCE CAPITAL MARKETS, INC.

EXECUTIVE VICE PRESIDENT

direct

1972-05-01

2003-03-31

ATLANTIC CAPITAL MANAGEMENT LTD

VICE PRESIDENT

direct

1990-08-01

2003-03-31

ATLANTIC CAPITAL MANAGEMENT LTD

CORPORATE SECRETARY

direct

1992-04-01

2003-03-31

FIRST WESTERN ADVISORS

PRESIDENT

direct

1997-10-01

2003-04-02

J. BUSH & CO., INCORPORATED

PRESIDENT / DIRECTOR

direct

1998-03-01

2003-04-03

HORNOR, TOWNSEND & KENT, INC.

DIRECTOR

direct

1998-05-01

2003-04-08

BERGER & ASSOCIATES LLC

MANAGING DIRECTOR

direct

1997-04-01

2003-04-16

PENSION CONSULTING ALLIANCE INC

PRINCIPAL

direct

1995-10-01

2003-05-02

TWEEDY, BROWNE COMPANY LLC

MANAGING DIRECTOR

direct

1997-10-01

2003-05-07

JULIUS BAER SECURITIES INC.

SHAREHOLDER

direct

1962-11-01

2003-05-20

HARBOUR INVESTMENTS, INC.

VICE PRESIDENT, SECRETARY

direct

1992-04-01

2003-06-13

HARBOUR INVESTMENTS, INC.

CCO

direct

1994-05-01

2003-06-13

HARBOUR INVESTMENTS, INC.

VICE PRESIDENT

direct

1997-03-01

2003-06-13

BRILL SECURITIES, INC.

VP., TRES., SEC., ,CHIEF OPERATING OFFICER

direct

1987-06-01

2003-06-30

SIGNATOR INVESTORS, INC.

VICE PRESIDENT

direct

1998-09-01

2003-07-03

MECHTENBERG FINANCIAL GROUP INC

SHAREHOLDER

direct

1980-01-01

2003-07-14

DEVON ADVISORS INC

PRESIDENT

direct

1998-07-01

2003-07-30

L ROY PAPP & ASSOCIATES

GENERAL PARTNER

direct

1991-01-01

2003-08-06

L ROY PAPP & ASSOCIATES

GENERAL PARTNER

direct

1989-10-01

2003-08-28

L ROY PAPP & ASSOCIATES

GENERAL PARTNER

direct

1993-01-01

2003-08-28

L ROY PAPP & ASSOCIATES

GENERAL PARTNER

direct

1996-01-01

2003-08-28

CHARLES SCHWAB & CO., INC.

SENIOR VICE PRESIDENT - GENERAL COUNSEL

direct

1997-07-01

2003-09-11

METROPOLITAN LIFE INSURANCE COMPANY

SENIOR VICE PRESIDENT

direct

1998-03-01

2003-09-17

THE DANFORTH ASSOCIATES, INC

CHAIRMAN & DIRECTOR

direct

1949-01-01

2003-09-25

THE DANFORTH ASSOCIATES, INC

PRESIDENT & DIRECTOR

direct

1994-08-01

2003-09-25

MONEY CONCEPTS CAPITAL CORP

CHAIRMAN

direct

1982-06-01

2003-10-27

MONEY CONCEPTS CAPITAL CORP

SHAREHOLDER

indirect

1982-06-01

2003-10-27

UBOC INVESTMENT SERVICES, INC.

DIRECTOR

direct

1993-02-01

2003-10-27

ARTISAN PARTNERS LIMITED PARTNERSHIP

GENERAL PARTNER OF SUTTER HILL PARTNERS L.P.

indirect

1991-07-01

2003-11-18

ARTISAN PARTNERS LIMITED PARTNERSHIP

GENERAL PARTNER OF SUTTER HILL PARTNERS L.P.

indirect

1995-01-01

2003-11-18

ROGGE GLOBAL PARTNERS PLC

100% OWNER OF UNITED ASSET MANAGEMENT UK HOLDINGS LIMITED

indirect

1996-09-01

2003-11-18

ARTISAN PARTNERS LIMITED PARTNERSHIP

LIMITED PARTNER OF SUTTER HILL PARTNERS L.P.

indirect

1998-01-01

2003-11-18

ARTISAN PARTNERS LIMITED PARTNERSHIP

GENERAL PARTNER OF SUTTER HILL PARTNERS L.P.

indirect

1998-01-01

2003-11-18

AMERICAN INSTITUTIONAL REALTY ADVISORS

OWNER

direct

1992-12-01

2003-12-17

CITIGROUP GLOBAL MARKETS INC.

CHIEF INVESTMENT OFFICER, U.S. RETAIL & HIGH NET WORTH - CITIGROUP ASSET MGMT

direct

1997-09-01

2003-12-18

CAPITAL MANAGEMENT CONSULTING, LLC

CO-PRESIDENT

direct

1996-07-01

2004-01-02

SUCCESSFUL MONEY STRATEGIES INC

PRESIDENT

direct

1993-03-01

2004-01-07

WARFIELD ASSOCIATES, INC.

CORPORATE SECRETARY

direct

1988-11-01

2004-01-13

BJURMAN, BARRY & ASSOCIATES

SHAREHOLDER

direct

1998-03-01

2004-01-15

TRF INVESTMENTS INC

PRESIDENT

direct

1992-03-01

2004-01-20

PPS & V ASSET MANAGEMENT CONSULTANTS INC

PRESIDENT

direct

1991-09-01

2004-01-22

AMERISTOCK CORP

SHAREHOLDER

direct

1995-06-01

2004-02-03

MADISON PORTFOLIO CONSULTANTS INC.

PRESIDENT, DIRECTOR

direct

1990-12-01

2004-02-26

SULLIVAN, MORRISSEY & MICKLE SECURITIES CORP.

CHAIRMAN, DIRECTOR

direct

1978-08-01

2004-03-08

LORD ANDREW CHARLES

MEMBER

direct

1984-01-01

2004-03-09

TOWER EQUITIES, INC.

TRUSTEE OF JUDITH D BON REVOCABLE LIVING TRUST

direct

1992-12-01

2004-03-25

FRANK RUSSELL CAPITAL INC.

GENERAL COUNSEL, SECRETARY, DIRECTOR

direct

1994-11-01

2004-03-25

FISHMAN JAY A LTD

PRESIDENT

direct

1983-09-01

2004-03-26

BAXTER FINANCIAL CORPORATION

SECRETARY

direct

1989-04-01

2004-03-26

SPRING CREEK INVESTMENT ADVISORS, INC.

PRESIDENT

direct

1994-10-01

2004-03-26

ORION CAPITAL MANAGEMENT INC

PRESIDENT

direct

1991-05-01

2004-03-29

SYSTEMATIC FINANCIAL MANAGEMENT LP

CHIEF INVESTMENT OFFICER AND SENIOR MANAGING DIRECTOR

direct

1996-07-01

2004-03-29

SYSTEMATIC FINANCIAL MANAGEMENT LP

MANAGING DIRECTOR AND SENIOR PORTFOLIO MANAGER

direct

1996-07-01

2004-03-29

ORION CAPITAL MANAGEMENT INC

SECRETARY/TREASURER

direct

1997-01-01

2004-03-29

LAFAYETTE INVESTMENTS, INC.

SECRETARY

direct

1988-05-01

2004-03-30

WALL STREET ASSOCIATES

SHAREHOLDER

direct

1991-12-01

2004-03-30

TAKAKI CLOSE & ASSOCIATES, LTD.

PRESIDENT

direct

1993-04-01

2004-03-30

TAKAKI CLOSE & ASSOCIATES, LTD.

DIRECTOR

direct

1993-04-01

2004-03-30

LAFAYETTE INVESTMENTS, INC.

DIRECTOR

direct

1998-05-01

2004-03-30

COMMERCE CAPITAL MARKETS, INC.

PRESIDENT/CEO/DIRECTOR

direct

1971-10-01

2004-03-31

ORLEANS CAPITAL MANAGEMENT CORP

VICE PRESIDENT, DIRECT OWNER-COMMON & DIRECTOR

direct

1991-11-01

2004-03-31

ORLEANS CAPITAL MANAGEMENT CORP

VICE PRESIDENT, DIRECT OWNER-PFD, & DIRECTOR

direct

1994-02-01

2004-03-31

COMMERCE CAPITAL MARKETS, INC.

SENIOR VP/DIRECTOR

direct

1998-03-01

2004-03-31

COMMERCE CAPITAL MARKETS, INC.

CFO/SECRETARY/FINOP

direct

1998-09-01

2004-03-31

AMERICAN INVESTMENT SERVICES INC

BOARD CHAIRMAN & DIRECTOR

direct

1998-10-01

2004-03-31

COMMERCE CAPITAL MARKETS, INC.

COMPLIANCE OFFICER

direct

1998-11-01

2004-03-31

COOPER LARRY CLARK

SOLE PROPRIETOR

direct

1983-10-01

2004-04-02

C.E. UNTERBERG, TOWBIN LLC

PRESIDENT

indirect

1989-05-01

2004-04-22

MORSE WILLIAMS & CO. INC.

MANAGING DIRECTOR

direct

1992-05-01

2004-04-29

PENSION CONSULTING ALLIANCE INC

PRINCIPAL

direct

1992-08-01

2004-05-13

WILLIAM MANN CO INC

PRESIDENT

direct

1989-05-01

2004-06-22

CAPITAL BUILDERS ADVISORY SERVICES INC

DIRECTOR/PRESIDENT

direct

1977-01-01

2004-06-29

SUCCESSFUL MONEY STRATEGIES INC

PRESIDENT/CHIEF COMPLIANCE OFFICER

direct

1993-03-01

2004-07-06

POPULAR SECURITIES, INC.

CFO

direct

1997-09-01

2004-07-19

METROPOLITAN LIFE INSURANCE COMPANY

DIRECTOR

direct

1985-05-01

2004-07-26

LEGACY FINANCIAL GROUP, INC.

PRESIDENT AND DIRECTOR

direct

1998-11-01

2004-08-03

SAFECO INVESTMENT SERVICES, INC.

ASSISTANT SECRETARY

direct

1998-02-01

2004-08-05

METROPOLITAN LIFE INSURANCE COMPANY

DIRECTOR

direct

1998-06-01

2004-08-05

FINDELL & CO INC

PRESIDENT

direct

1987-01-01

2004-08-24

MOODY INVESTMENT ADVISORS, INC.

PRESIDENT

direct

1995-01-01

2004-08-27

COMMONWEALTH ADVISORS INC

VICE PRESIDENT

direct

1994-12-01

2004-09-02

THE WEIL COMPANY

TRUSTEE OF THE WEIL FAMILY TRUST OF 1980

direct

1980-09-01

2004-09-09

DANDA FINANCIAL SERVICES, INC.

PRESIDENT

direct

1992-01-01

2004-09-15

CARDINAL CAPITAL MANAGEMENT INC

CHEIF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER

direct

1992-01-01

2004-10-06

MORSE WILLIAMS & CO. INC.

MANAGING DIRECTOR/COMPLIANCE OFFICER

direct

1992-05-01

2004-10-07

MORSE WILLIAMS & CO. INC.

MANAGING DIRECTOR & PRINCIPAL

direct

1996-12-01

2004-10-07

PRIMECAP MANAGEMENT CO

CHAIRMAN

direct

1983-09-01

2004-10-26

PRIMECAP MANAGEMENT CO

VICE CHAIRMAN

direct

1983-09-01

2004-10-26

PRIMECAP MANAGEMENT CO

PRESIDENT

direct

1983-09-01

2004-10-26

PRIMECAP MANAGEMENT CO

EXECUTIVE VICE PRESIDENT

direct

1986-07-01

2004-10-26

CAPITAL MANAGEMENT ASSOCIATES INC

PRESIDENT

direct

1996-04-01

2004-11-02

CAPITAL MANAGEMENT ASSOCIATES INC

SECRETARY/TREASURER

direct

1996-04-01

2004-11-02

HORNOR, TOWNSEND & KENT, INC.

COUNSEL

direct

1998-11-01

2004-11-23

THE PROGRAM WORKS, INC.

CHAIRMAN

direct

1990-11-01

2004-11-29

UNITED AMERICAN SECURITIES, INC.

NONE

direct

1987-11-01

2004-12-03

UNITED AMERICAN SECURITIES, INC.

NONE

direct

1988-01-01

2004-12-03

C.E. UNTERBERG, TOWBIN LLC

MANAGING DIRECTOR

indirect

1989-05-01

2004-12-07

FINANCIAL ADVISORY SERVICE INC

PRESIDENT, DIRECTOR SHAREHOLDER

direct

1983-02-01

2004-12-15

FINANCIAL DESIGNS CORPORATION

VICE PRESIDENT, SECRETARY

direct

1981-03-01

2004-12-16

FOLGER NOLAN FLEMING DOUGLAS INCORPORATED

LIMITED PARTNERSHIP

indirect

1984-05-01

2005-01-04

D.J. ST. GERMAIN CO., INC.

VICE PRESIDENT

direct

1987-06-01

2005-01-07

D.J. ST. GERMAIN CO., INC.

DIRECTOR

direct

1988-03-01

2005-01-07

WILEN MANAGEMENT CO INC

CORPORATION

indirect

1984-07-01

2005-01-21

ANDREW J. SOTER

OWNER

direct

1988-09-01

2005-01-25

METROPOLITAN LIFE INSURANCE COMPANY

SENIOR EXECUTIVE VICE PRESIDENT & CAO

direct

1998-03-01

2005-02-01

DFC FINANCIAL GROUP INC

PRESIDENT

direct

1983-01-01

2005-02-03

WILEN MANAGEMENT CO INC

PRESIDENT

direct

1984-07-01

2005-02-03

WILEN MANAGEMENT CO INC

SECRETARY/TREASURER

direct

1984-07-01

2005-02-03

WILEN MANAGEMENT CO INC

CHIEF COMPLIANCE OFFICER

direct

1984-07-01

2005-02-03

MORSE WILLIAMS & CO. INC.

PRESIDENT/CEO

direct

1984-05-01

2005-02-11

MORSE WILLIAMS & CO. INC.

PORTFOLIO STRATEGIST

direct

1986-05-01

2005-02-11

MORSE WILLIAMS & CO. INC.

MANAGING DIRECTOR/PRINCIPAL/COMPLIANCE OFFICER

direct

1992-05-01

2005-02-11

MORSE WILLIAMS & CO. INC.

MANAGING DIRECTOR/PRINCIPAL

direct

1996-12-01

2005-02-11

DARTMOUTH CAPITAL ADVISORS, INC.

CHIEF COMPLIANCE OFFICER

direct

1995-12-01

2005-02-17

FINCH JAMES AUSTIN III

PRINCIPAL

direct

1994-12-01

2005-02-22

ARTISAN PARTNERS LIMITED PARTNERSHIP

LIMITED PARTNER

direct

1994-11-01

2005-03-01

AMR INVESTMENT SERVICES, INC

VICE PRESIDENT & COMPLIANCE OFFICER

direct

1995-07-01

2005-03-01

ASSET MANAGEMENT ADVISORS, LLC

EXECUTIVE MANAGER

direct

1996-03-01

2005-03-03

ASSET MANAGEMENT ADVISORS, LLC

CHIEF COMPLIANCE OFFICER

direct

1996-03-01

2005-03-10

AMERICAN INVESTMENT SERVICES INC

DIRECTOR

direct

1989-07-01

2005-03-11

BAXTER FINANCIAL CORPORATION

SECRETARY AND CCO

direct

1989-04-01

2005-03-17

SULLIVAN, MORRISSEY & MICKLE SECURITIES CORP.

PRESIDENT, DIRECTOR

direct

1978-11-01

2005-03-21

BOXER LAURA JUDITH

OWNER

direct

1986-01-01

2005-03-21

ADVISORY ONE, INC.

PRESIDENT

direct

1993-08-01

2005-03-23

C.E. UNTERBERG, TOWBIN (A CALIFORNIA LIMITED PARTNERSHIP)

CHIEF FINANCIAL OFFICER

direct

1998-07-01

2005-03-23

HAMILTON ADVISORS INC

PRESIDENT

direct

1981-01-01

2005-03-25

KETTLER JAMES ROBERT

OWNER

direct

1992-10-01

2005-03-25

DOWSE SECURITIES MANAGEMENT CORP

PRESIDENT

direct

1978-04-01

2005-03-28

SPECTRUM CAPITAL MANAGEMENT

GENERAL PARTNER

direct

1987-01-01

2005-03-28

FAGAN ASSOCIATES INC

PRESIDENT

direct

1989-08-01

2005-03-28

CARDINAL CAPITAL MANAGEMENT INC

CHAIRMAN, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER

direct

1992-01-01

2005-03-28

BUCKINGHAM CAPITAL MANAGEMENT INC

PRESIDENT, CHIEF INVESTMENT OFFICER; DIRECTOR

direct

1985-05-01

2005-03-30

BUCKINGHAM CAPITAL MANAGEMENT INC

PRESIDENT; CHAIRMAN; DIRECTOR AND SHAREHOLDER

indirect

1985-05-01

2005-03-30

BUCKINGHAM CAPITAL MANAGEMENT INC

CHAIRMAN

direct

1988-08-01

2005-03-30

SYSTEMATIC FINANCIAL MANAGEMENT LP

CHIEF OPERATING OFFICER

direct

1998-05-01

2005-03-30

STANLEY D J & CO INC

PRESIDENT

direct

1976-05-01

2005-03-31

AMERICAN BEACON ADVISORS, INC.

VICE PRESIDENT & CHIEF LEGAL OFFICER

direct

1995-07-01

2005-03-31

POPULAR SECURITIES, INC.

MANAGING DIRECTOR

direct

1995-08-01

2005-03-31

VICE PRESIDENT

direct

1997-04-01

2005-03-31

OCCAM CAPITAL MANAGEMENT, LLC

CHIEF EXECUTIVE OFFICER

direct

1998-07-01

2005-03-31

REAL ESTATE RESEARCH CORP

CEO

direct

1996-12-01

2005-04-08

HOTCHKIS AND WILEY CAPITAL MANAGEMENT, LLC

SHAREHOLDER COMMON A

indirect

1988-01-01

2005-05-02

J. BUSH & CO., INCORPORATED

CHAIRMAN, CHIEF EXECUTIVE OFFICER

direct

1970-07-01

2005-05-06

J. BUSH & CO., INCORPORATED

DIRECTOR

direct

1997-10-01

2005-05-06

J. BUSH & CO., INCORPORATED

SHAREHOLDER

indirect

1997-10-01

2005-05-06

MBIA CAPITAL MANAGEMENT CORP.

TREASURER AND DIRECTOR

direct

1994-01-01

2005-05-13

MBIA CAPITAL MANAGEMENT CORP.

CHAIRMAN, DIRECTOR

direct

1998-02-01

2005-05-13

FIRST WESTERN ADVISORS

FINOPS PRINCIPAL

direct

1997-10-01

2005-05-19

FIRST WESTERN ADVISORS

VP/EXECUTIVE OFFICER

direct

1997-10-01

2005-05-19

BORTHWICK ASSOCIATES, INC.

SECRETARY/TREASURER

direct

1982-01-01

2005-05-24

J. BUSH & CO., INCORPORATED

PRESIDENT, CHIEF EXECUTIVE OFFICER, CHAIRMAN AND CHIEF COMPLIANCE OFFICER

direct

1970-07-01

2005-06-06

FERGUSON INVESTMENT CONSULTANTS INC

VICE PRESIDENT

direct

HITE HEDGE ASSET MANAGEMENT LLC

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