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Headquarters: United States 1334 York Ave. New York, NY, U.S.A. 10021 2126067000 www.sothebys.com

Headquarters: United States 27500 Riverview Center Blvd., Suite 400 Bonita Springs, FL, U.S.A. 34134 2399494450 www.sourceinterlink.com

Apollo Advisors, L.P.

Headquarters: United States 1 Manhattanville Rd. Purchase, NY, U.S.A. 10577 9146948000 www.apollolp.com

Sourcefire, Inc. FIRE (*NASDAQ)

Headquarters: United States 9770 Patuwent Woods Drive, Suite 200 Columbia, MD, U.S.A. 21046 4102901616 www.sourcefire.com

Geeknet, Inc. GKNT (*NASDAQ)

Headquarters: United States 11216 Waples Mill Rd Ste 100 Fairfax, VA, U.S.A. 22030 6506942100 www.geek.net

South Financial Group, Inc., The

Headquarters: United States 104 South Main Street, Poinsett Plaza, 10th Floor Greenville, SC, U.S.A. 29601 8642557900 www.carolinafirst.com

South Jersey Industries, Inc. SJI (*NYSE)

Headquarters: United States 1 South Jersey Plaza, Route 54 Folsom, NJ, U.S.A. 08037 6095619000 www.sjindustries.com

South Street Financial Corp. SSFC (*OTC (USA))

Headquarters: United States 155 West South Street Albemarle, NC, U.S.A. 28001 7049829184 www.homesavingsbank.org

Southcoast Financial Corp. SOCB (*NASDAQ)

Headquarters: United States 530 Johnnie Dodds Blvd. Mt. Pleasant, SC, U.S.A. 29464 8438840504 www.southcoastbank.com

Southern Banc Co., Inc., The SRNN (*OTC (USA))

Headquarters: United States 221 S. 6th Street Gadsden, AL, U.S.A. 35901 2565433860 www.sobanco.com

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Eaton Vance RBA Equity Strategy Fund ERBAX,ERBCX,ERBIX,ERBAX.lw

1825 Connecticut Avenue NW, Suite 400, Washington, DC, United States 20009-5727

1789 Growth and Income Fund PSECX,PSEAX,PSEPX,PSEAX.lw

8000 Town Centre Drive, Suite 400, Broadview Heights, OH, United States 44147

Victory Ultra Short-Term Bond UUSTX,UUSIX,URUSX,USBAX

15935 La Cantera Parkway, Building Two, San Antonio, TX, United States 78256

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

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Mark Lasseigne

CMT®, CFP®, CKA®
Financial Cornerstones
The Woodlands, TX
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Joseph Guenot

Moral Wealth Strategies, LLC
Moral Wealth Strategies, LLC
Julian, PA
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Carlos Lopez

Founder/CEO
Two Pillars Asset Management
Frisco, TX
See Website