FIDELITY BALANCED FUND

Ticker: FBALX CUSIP: 316345206 Class: MUTUAL FUNDS

Note: Option positions (PUT/CALL) are excluded.

InstitutionSharesValue ($000)
NEVILLE RODIE & SHAW INC30,187$1
Notis-McConarty Edward6,902$222
Coston, McIsaac & Partners5,020$0
Garton & Associates Financial Advisors LLC3,370$108
Total (4 institutions)45,479$331