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Headquarters: United States 200 Palmer Street Stroudsburg, PA, U.S.A. 18360-0160 5704210531 www.essabank.com

Headquarters: United States 1100 Park Place, Suite 200 San Mateo , CA, U.S.A. 94403 6506557800 www.essexapartmenthomes.com

Estee Lauder Co., Inc., The EL (*NYSE)

Headquarters: United States 767 Fifth Avenue New York, NY, U.S.A. 10153 2125724200 www.elcompanies.com

Stream Global Services, Inc.,

Headquarters: United States 3285 Northwood Circle Eagan, MN, U.S.A. 55121 6512882979 www.stream.com

Etelos, Inc. ETLO (*OTC (USA))

Headquarters: United States 26828 Maple Valley Hwy #297 Maple Valley, WA, U.S.A. 98038 4254584510 www.etelos.com

Ethan Allen Interiors Inc. ETD (*NYSE)

Headquarters: United States Ethan Allen Drive Danbury, CT, U.S.A. 06811 2037438000 www.ethanallen.com

NewMarket Corp. NEU (*NYSE)

Headquarters: United States 330 S. 4th Street Richmond, VA, U.S.A. 23219-4304 8047885000 www.newmarket.com

etrials Worldwide, Inc.

Headquarters: United States 4000 Aerial Center Parkway Morrisville, NC, U.S.A. 27560 9196533400 www.etrials.com

Euro Tech Holdings Co., Ltd. CLWT (*NASDAQ)

Headquarters: Hong Kong 18/F Gee Chang Hong Centre, 65 Wong Chuk Hong Rd Hong Kong, Hong Kong 85228140311 www.euro-tech.com

EuroBancshares, Inc. EUBK (*NASDAQ)

Headquarters: United States State Road PR-1, Km. 24.5, Quebrada Arenas Ward San Juan, PR, U.S.A. 00926 7877517340 www.eurobankpr.com

178 179 180 181 182 183 184 185 186

Columbia Capital Allocation Mod Port CBMRX,CBMZX,CPCZX,CPAMX,CPDMX,ABUAX,AURBX,AMTCX,CBRRX,ABUAX.lw

P.O. Box 8081, Boston, MA, United States 02266-8081

Columbia Capital Allocation Agrsv Port CPARX,CPAZX,CPDAX,CPANX,CPDIX,AXBAX,AXPBX,RBGCX,CAGRX,AXBAX.lw

P.O. Box 8081, Boston, MA, United States 02266-8081

Glenmede Disciplined U.S Growth Eq Ptf GTILX,GTLLX

11650 Market Street, Suite 1200, Philadelphia, PA, United States 19103

Glenmede Disciplined U.S. Eq Ptf GTLIX,GTLOX

11650 Market Street, Suite 1200, Philadelphia, PA, United States 19103

American Century Mid Cap Value Fund ACCLX,ACLAX.lw,AMDVX,AMVGX,AMVYX,ACIPX,ACMVX,AVUAX,AMVRX,ACLAX

P.O. Box 419200,4500 Main Street, Kansas City,, MO, United States 64141

Columbia Ultra Short Term Bond Fund CUSHX,CUSBX,CUSOX,CMGUX

P.O. Box 8081, Boston, MA, United States 02266-8081

Franklin Global Allocation Fund FFAQX,FFALX,FFACX,FFARX,FFAAX,FFALX.lw

One Franklin Parkway, Building 970, 1st Floor, San Mateo, CA, United States 94403

Fidelity Advisor Focused Em Mkts Fd FZAEX,FAMKX,FBMKX,FMCKX,FIMKX,FTMKX,FAMKX.lw

82 Devonshire Street, Boston, MA, United States 2109

Commonwealth Real Estate Securities Fund CNREX

5847 San Felipe Ste 850, Houston, TX, United States 77057

Virtus Zevenbergen Innovative Gr Stk Fd VZGRX,SCATX,SAGAX,SAGAX.lw

Greenfield, MA, 01301, Greenfield, MA, United States 01301

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Jeremy Becker

Inheritance Builders
Cody, WY
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Gary W. Wood, CFP®, CEP®

President
BDC Capital Management
Glen Allen, VA
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Jonathan House

Financial Advisor
Shekinah Financial
Watkinsville, GA
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