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       <nameOfIssuer>3M CO</nameOfIssuer>
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       <cusip>88579Y101</cusip>
       <value>2651</value>
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           <None>401</None>
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   <infoTable>
       <nameOfIssuer>ABBOTT LABORATORIES</nameOfIssuer>
       <titleOfClass>COMMON STOCK</titleOfClass>
       <cusip>002824100</cusip>
       <value>673</value>
       <shrsOrPrnAmt>
           <sshPrnamt>9178</sshPrnamt>
           <sshPrnamtType>SH</sshPrnamtType>
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       <votingAuthority>
           <Sole>9178</Sole>
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   <infoTable>
       <nameOfIssuer>ABBVIE INC</nameOfIssuer>
       <titleOfClass>COMMON STOCK</titleOfClass>
       <cusip>00287Y109</cusip>
       <value>5147</value>
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           <sshPrnamt>54419</sshPrnamt>
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           <Sole>51086</Sole>
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   <infoTable>
       <nameOfIssuer>ACCENTURE PLC</nameOfIssuer>
       <titleOfClass>COMMON STOCK</titleOfClass>
       <cusip>G1151C101</cusip>
       <value>4510</value>
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   <infoTable>
       <nameOfIssuer>ADVANCED MICRO DEVICES</nameOfIssuer>
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       <cusip>007903BD8</cusip>
       <value>374</value>
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           <Sole>96</Sole>
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   <infoTable>
       <nameOfIssuer>AGILENT TECHNOLOGIES INC</nameOfIssuer>
       <titleOfClass>COMMON STOCK</titleOfClass>
       <cusip>00846U101</cusip>
       <value>775</value>
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           <sshPrnamt>10983</sshPrnamt>
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           <Sole>10163</Sole>
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           <None>820</None>
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   <infoTable>
       <nameOfIssuer>AIR LEASE CORP</nameOfIssuer>
       <titleOfClass>CONVERTIBLE SECURITY</titleOfClass>
       <cusip>00912XAK0</cusip>
       <value>213</value>
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           <sshPrnamt>135000</sshPrnamt>
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           <Sole>135</Sole>
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   <infoTable>
       <nameOfIssuer>AIR PRODUCTS &amp; CHEMICALS INC</nameOfIssuer>
       <titleOfClass>COMMON STOCK</titleOfClass>
       <cusip>009158106</cusip>
       <value>2991</value>
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           <sshPrnamt>17902</sshPrnamt>
           <sshPrnamtType>SH</sshPrnamtType>
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           <Sole>17134</Sole>
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           <None>768</None>
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   <infoTable>
       <nameOfIssuer>AKAMAI TECHNOLOGIES INC</nameOfIssuer>
       <titleOfClass>CONVERTIBLE SECURITY</titleOfClass>
       <cusip>00971TAG6</cusip>
       <value>409</value>
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           <sshPrnamt>412000</sshPrnamt>
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       <votingAuthority>
           <Sole>412</Sole>
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           <None>0</None>
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   <infoTable>
       <nameOfIssuer>ALLSCRIPTS HEALTHCARE SO</nameOfIssuer>
       <titleOfClass>CONVERTIBLE SECURITY</titleOfClass>
       <cusip>01988PAD0</cusip>
       <value>401</value>
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           <sshPrnamt>379000</sshPrnamt>
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           <Sole>379</Sole>
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           <None>0</None>
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   <infoTable>
       <nameOfIssuer>ALPHABET INC</nameOfIssuer>
       <titleOfClass>COMMON STOCK</titleOfClass>
       <cusip>02079K107</cusip>
       <value>1352</value>
       <shrsOrPrnAmt>
           <sshPrnamt>1133</sshPrnamt>
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       <votingAuthority>
           <Sole>1074</Sole>
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   <infoTable>
       <nameOfIssuer>ALPHABET INC</nameOfIssuer>
       <titleOfClass>COMMON STOCK</titleOfClass>
       <cusip>02079K305</cusip>
       <value>17621</value>
       <shrsOrPrnAmt>
           <sshPrnamt>14598</sshPrnamt>
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           <Sole>13434</Sole>
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           <None>1164</None>
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       <nameOfIssuer>ALTABA INC</nameOfIssuer>
       <titleOfClass>CONVERTIBLE SECURITY</titleOfClass>
       <cusip>984332AF3</cusip>
       <value>1120</value>
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           <sshPrnamt>878000</sshPrnamt>
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       <votingAuthority>
           <Sole>799</Sole>
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   <infoTable>
       <nameOfIssuer>ALTRIA GROUP INC</nameOfIssuer>
       <titleOfClass>COMMON STOCK</titleOfClass>
       <cusip>02209S103</cusip>
       <value>297</value>
       <shrsOrPrnAmt>
           <sshPrnamt>4926</sshPrnamt>
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       <investmentDiscretion>SOLE</investmentDiscretion>
       <votingAuthority>
           <Sole>758</Sole>
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           <None>4168</None>
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   <infoTable>
       <nameOfIssuer>AMAZON.COM INC</nameOfIssuer>
       <titleOfClass>COMMON STOCK</titleOfClass>
       <cusip>023135106</cusip>
       <value>8821</value>
       <shrsOrPrnAmt>
           <sshPrnamt>4404</sshPrnamt>
           <sshPrnamtType>SH</sshPrnamtType>
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       <votingAuthority>
           <Sole>3612</Sole>
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   </infoTable>
   <infoTable>
       <nameOfIssuer>AMERICAN INTERNATIONAL GROUP</nameOfIssuer>
       <titleOfClass>COMMON STOCK</titleOfClass>
       <cusip>026874784</cusip>
       <value>4740</value>
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           <sshPrnamt>89034</sshPrnamt>
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       <votingAuthority>
           <Sole>85430</Sole>
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   <infoTable>
       <nameOfIssuer>AMERICAN TOWER CORP</nameOfIssuer>
       <titleOfClass>COMMON STOCK</titleOfClass>
       <cusip>03027X100</cusip>
       <value>889</value>
       <shrsOrPrnAmt>
           <sshPrnamt>6120</sshPrnamt>
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       <investmentDiscretion>SOLE</investmentDiscretion>
       <votingAuthority>
           <Sole>5159</Sole>
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   <infoTable>
       <nameOfIssuer>AMGEN INC</nameOfIssuer>
       <titleOfClass>COMMON STOCK</titleOfClass>
       <cusip>031162100</cusip>
       <value>275</value>
       <shrsOrPrnAmt>
           <sshPrnamt>1326</sshPrnamt>
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       <investmentDiscretion>SOLE</investmentDiscretion>
       <votingAuthority>
           <Sole>0</Sole>
           <Shared>0</Shared>
           <None>1326</None>
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   <infoTable>
       <nameOfIssuer>ANTHEM INC</nameOfIssuer>
       <titleOfClass>COMMON STOCK</titleOfClass>
       <cusip>036752103</cusip>
       <value>817</value>
       <shrsOrPrnAmt>
           <sshPrnamt>2983</sshPrnamt>
           <sshPrnamtType>SH</sshPrnamtType>
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           <Sole>2983</Sole>
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           <None>0</None>
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   <infoTable>
       <nameOfIssuer>APPLE INC</nameOfIssuer>
       <titleOfClass>COMMON STOCK</titleOfClass>
       <cusip>037833100</cusip>
       <value>35818</value>
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   <infoTable>
       <nameOfIssuer>APTIV PLC</nameOfIssuer>
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       <cusip>G6095L109</cusip>
       <value>395</value>
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           <sshPrnamt>4707</sshPrnamt>
           <sshPrnamtType>SH</sshPrnamtType>
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           <Sole>4707</Sole>
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           <None>0</None>
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       <cusip>74973WAB3</cusip>
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           <sshPrnamt>65000</sshPrnamt>
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           <None>0</None>
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   <infoTable>
       <nameOfIssuer>ARES CAPITAL CORP</nameOfIssuer>
       <titleOfClass>CONVERTIBLE SECURITY</titleOfClass>
       <cusip>04010LAM5</cusip>
       <value>1664</value>
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           <Sole>1660</Sole>
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           <None>0</None>
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   <infoTable>
       <nameOfIssuer>ARES CAPITAL CORP</nameOfIssuer>
       <titleOfClass>CONVERTIBLE SECURITY</titleOfClass>
       <cusip>04010LAT0</cusip>
       <value>1485</value>
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           <sshPrnamt>1467000</sshPrnamt>
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           <Sole>1467</Sole>
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   <infoTable>
       <nameOfIssuer>AT&amp;T INC</nameOfIssuer>
       <titleOfClass>COMMON STOCK</titleOfClass>
       <cusip>00206R102</cusip>
       <value>5554</value>
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           <sshPrnamt>165409</sshPrnamt>
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           <Sole>153251</Sole>
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           <None>12158</None>
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       <nameOfIssuer>ATLAS AIR WORLDWIDE HLDG</nameOfIssuer>
       <titleOfClass>CONVERTIBLE SECURITY</titleOfClass>
       <cusip>049164BH8</cusip>
       <value>144</value>
       <shrsOrPrnAmt>
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           <Sole>125</Sole>
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       <nameOfIssuer>ATLAS AIR WORLDWIDE HLDG</nameOfIssuer>
       <titleOfClass>CONVERTIBLE SECURITY</titleOfClass>
       <cusip>049164BJ4</cusip>
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           <Sole>50</Sole>
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       </votingAuthority>
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   <infoTable>
       <nameOfIssuer>BANK OF AMERICA CORP</nameOfIssuer>
       <titleOfClass>COMMON STOCK</titleOfClass>
       <cusip>060505104</cusip>
       <value>8223</value>
       <shrsOrPrnAmt>
           <sshPrnamt>279126</sshPrnamt>
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       <votingAuthority>
           <Sole>264742</Sole>
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       <nameOfIssuer>BANK OF AMERICA CORP</nameOfIssuer>
       <titleOfClass>CONVERTIBLE PREFERRED SECURITY</titleOfClass>
       <cusip>060505682</cusip>
       <value>1192</value>
       <shrsOrPrnAmt>
           <sshPrnamt>921</sshPrnamt>
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           <Sole>921</Sole>
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           <None>0</None>
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       <nameOfIssuer>BANK OF NEW YORK MELLON CORP</nameOfIssuer>
       <titleOfClass>COMMON STOCK</titleOfClass>
       <cusip>064058100</cusip>
       <value>4132</value>
       <shrsOrPrnAmt>
           <sshPrnamt>81033</sshPrnamt>
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       <votingAuthority>
           <Sole>77492</Sole>
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           <None>3541</None>
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       <nameOfIssuer>BAXTER INTERNATIONAL INC</nameOfIssuer>
       <titleOfClass>COMMON STOCK</titleOfClass>
       <cusip>071813109</cusip>
       <value>8568</value>
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           <sshPrnamt>111139</sshPrnamt>
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           <Sole>106832</Sole>
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       <nameOfIssuer>BECTON DICKINSON AND CO</nameOfIssuer>
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       <cusip>075887208</cusip>
       <value>1291</value>
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           <sshPrnamt>19750</sshPrnamt>
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           <Sole>19750</Sole>
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       <nameOfIssuer>BERKSHIRE HATHAWAY INC</nameOfIssuer>
       <titleOfClass>COMMON STOCK</titleOfClass>
       <cusip>084670108</cusip>
       <value>320</value>
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           <sshPrnamt>1</sshPrnamt>
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       <nameOfIssuer>BERKSHIRE HATHAWAY INC</nameOfIssuer>
       <titleOfClass>COMMON STOCK</titleOfClass>
       <cusip>084670702</cusip>
       <value>7356</value>
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           <sshPrnamt>34354</sshPrnamt>
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       <investmentDiscretion>SOLE</investmentDiscretion>
       <votingAuthority>
           <Sole>30164</Sole>
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           <None>4190</None>
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       <nameOfIssuer>BIOMARIN PHARMACEUTICAL</nameOfIssuer>
       <titleOfClass>CONVERTIBLE SECURITY</titleOfClass>
       <cusip>09061GAF8</cusip>
       <value>1009</value>
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           <Sole>840</Sole>
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       <nameOfIssuer>BOEING CO/THE</nameOfIssuer>
       <titleOfClass>COMMON STOCK</titleOfClass>
       <cusip>097023105</cusip>
       <value>8592</value>
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           <None>239</None>
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       <titleOfClass>CONVERTIBLE SECURITY</titleOfClass>
       <cusip>741503AS5</cusip>
       <value>501</value>
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       </votingAuthority>
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       <cusip>741503AX4</cusip>
       <value>732</value>
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       <nameOfIssuer>DISH NETWORK CORP</nameOfIssuer>
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       <cusip>233331883</cusip>
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       <nameOfIssuer>E TRADE FINANCIAL CORP</nameOfIssuer>
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       <nameOfIssuer>ECHO GLOBAL LOGISTICS</nameOfIssuer>
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       <cusip>26875P101</cusip>
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       <cusip>30161N101</cusip>
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       <cusip>30231G102</cusip>
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       <titleOfClass>COMMON STOCK</titleOfClass>
       <cusip>30303M102</cusip>
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       <nameOfIssuer>FIDELITY NATIONAL INFO SERV</nameOfIssuer>
       <titleOfClass>COMMON STOCK</titleOfClass>
       <cusip>31620M106</cusip>
       <value>1253</value>
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       <cusip>31787AAM3</cusip>
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       <cusip>34959J207</cusip>
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       <cusip>369604103</cusip>
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       <titleOfClass>CONVERTIBLE SECURITY</titleOfClass>
       <cusip>40171VAA8</cusip>
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       <votingAuthority>
           <Sole>611</Sole>
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           <None>0</None>
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       <votingAuthority>
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       <votingAuthority>
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           <None>2472</None>
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       <votingAuthority>
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           <None>0</None>
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       <votingAuthority>
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       <nameOfIssuer>INTERCONTINENTAL EXCHANGE IN</nameOfIssuer>
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       <cusip>45866F104</cusip>
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       <votingAuthority>
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           <None>0</None>
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       <nameOfIssuer>ISHARES 1-3 YEAR TREASURY BO</nameOfIssuer>
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       <nameOfIssuer>ISHARES CORE MSCI EAFE ETF</nameOfIssuer>
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       <nameOfIssuer>ISHARES RUSSELL 1000 GROWTH</nameOfIssuer>
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       <cusip>464287614</cusip>
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       <votingAuthority>
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       <nameOfIssuer>ISHARES RUSSELL 3000 ETF</nameOfIssuer>
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       <votingAuthority>
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       <nameOfIssuer>ISHARES RUSSELL MID-CAP ETF</nameOfIssuer>
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       <cusip>464287499</cusip>
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       <nameOfIssuer>ISHARES RUSSELL MID-CAP GROW</nameOfIssuer>
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       <cusip>464287481</cusip>
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       <votingAuthority>
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           <None>0</None>
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       <nameOfIssuer>ISHARES S&amp;P 500 GROWTH ETF</nameOfIssuer>
       <titleOfClass>COMMON STOCK</titleOfClass>
       <cusip>464287309</cusip>
       <value>30737</value>
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       <investmentDiscretion>SOLE</investmentDiscretion>
       <votingAuthority>
           <Sole>81273</Sole>
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       <nameOfIssuer>ISHARES S&amp;P 500 VALUE ETF</nameOfIssuer>
       <titleOfClass>COMMON STOCK</titleOfClass>
       <cusip>464287408</cusip>
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       <investmentDiscretion>SOLE</investmentDiscretion>
       <votingAuthority>
           <Sole>5086</Sole>
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       <nameOfIssuer>ISHARES S&amp;P MID-CAP 400 GROW</nameOfIssuer>
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       <cusip>464287606</cusip>
       <value>228</value>
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       <investmentDiscretion>SOLE</investmentDiscretion>
       <votingAuthority>
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       <nameOfIssuer>RH</nameOfIssuer>
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       <cusip>806857108</cusip>
       <value>1183</value>
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       <nameOfIssuer>SEMPRA ENERGY</nameOfIssuer>
       <titleOfClass>CONVERTIBLE PREFERRED SECURITY</titleOfClass>
       <cusip>816851406</cusip>
       <value>1135</value>
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       <cusip>87157DAD1</cusip>
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       <cusip>88160RAC5</cusip>
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       <cusip>913017109</cusip>
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</informationTable>
