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Infor Global Solutions, Inc.

Headquarters: United States 13560 Morris Road, Suite 4100 Alpharetta, GA, U.S.A. 30004 6783198000 www.infor.com

Marchex, Inc. MCHX (*NASDAQ)

Headquarters: United States 413 Pine Street, Suite 500 Seattle, WA, U.S.A. 98101 2063313300 www.marchex.com

Pension Corp. Llp

Headquarters: United Kingdom 14 Corhill London, England, U.K. EC3V 3ND 442071052000 www.pensioncorporation.com

Marcus Corp., The MCS (*NYSE)

Headquarters: United States 100 East Wisconsin Avenue; Suite 1900 Milwaukee, WI, U.S.A. 53202-4125 4142726020 www.marcuscorp.com

Margo Caribe, Inc. MRGO (*Pink Sheets (USA))

Headquarters: United States Road 690, Kilometer 5.8 Vega Alta, PR, U.S.A. 00692 7878832570 www.margocaribe.com

Marine Petroleum Trust

Headquarters: United States Bank of America Plaza 901 Main St., 17th Floor, Dallas, TX, U.S.A. 75202 2142092400 www.marps-marinepetroleumtrust.com

Marine Products Corp. MPX (*NYSE)

Headquarters: United States 2801 Buford Hwy., Suite 520 Atlanta, GA, U.S.A. 30329 4043217910 www.marineproductscorp.com

Marinemax, Inc. HZO (*NYSE)

Headquarters: United States 18167 US Hwy. 19 North, Ste. 300 Clearwater, FL, U.S.A. 33764 7275311700 www.marinemax.com

Mariner Energy Resources, Inc.

Headquarters: United States 2000 W. Sam Houston Pkwy. South, Suite 2000 Houston, TX, U.S.A. 77042 7139545500 www.mariner-energy.com

Markel Group Inc. MKL (*NYSE)

Headquarters: United States 4521 Highwoods Pkwy. Glen Allen, VA, U.S.A. 23060-6148 8047470136 www.mklgroup.com

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First Trust IndXX NextG ETF NXTG

120 E. Liberty Drive, Suite 400, Wheaton, IL, United States 60187

Boston Partners Long/Short Research Fund BPRRX,BPIRX

1 Beacon St, 30th Floor, Boston, MA, United States 02108

First Trust Preferred Sec & Inc Fd FPEAX,FPECX,FPEFX,FPEIX,FPERX,FPEAX.lw

120 E. Liberty Drive, Suite 400, Wheaton, IL, United States 60187

First Trust/Confluence Small Cap Val Fd FOVRX,FOVAX,FOVCX,FOVIX,FOVAX.lw

120 E. Liberty Drive, Suite 400, Wheaton, IL, United States 60187

AMG GW&K Small/Mid Cap Growth Fund ACWDX,ACWIX,ACWZX

One Stamford Plaza, 263 Tresser Boulevard, Suite 949, Stamford, CT, United States 06901

American Funds Mortgage Fund MFAAX,CMFFX,RMAAX,RMABX,RMACX,RMAEX,RMAFX,RMAGX,MFABX,MFACX,MFAEX,MFAFX,CMFAX,CMFBX,CMFCX,CMFEX,MFAAX.lw,CMFAX.lw,RMBEX,RMAHX,AFFMX,FFMFX,FMMFX

333 South Hope Street, Los Angeles, CA, United States 90071-1406

American Funds Tax-Exempt Fund of NY NYAAX,NYABX,NYACX,NYAEX,NYAFX,NYAAX.lw,TFNYX

333 South Hope Street, Los Angeles, CA, United States 90071-1406

Dupree Taxable Municipal Bond Fund DUTMX

P.O. Box 1149, Lexington, KY, United States 40588

DFA Commodity Strategy Port DCMSX

1299 Ocean Avenue, 11th Floor, Santa Monica, CA, United States 90401

ALPS/Kotak India ESG Fund INDAX,INFCX,INDIX,INDAX.lw,INAAX,INDSX Social-Social

1290 Broadway, Suite 1100, Denver, CO, United States 80203

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Paul Carlson

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4:8 Financial
Canby, OR
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Kampen Financial & Wealth Management LLC
Endeavor, WI

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Osaic Institutions, Inc.
Overland Park, KS
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