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First National Bank Alaska FBAK (*OTC (USA))

Headquarters: United States 101 West 36th Avenue, P.O. Box 100720 Anchorage, AK, U.S.A. 99510-0720 9077774362 www.fnbalaska.com

First National Community Bancorp, Inc. FNCB (*OTC (USA))

Headquarters: United States 102 E. Drinker Street Dunmore, PA, U.S.A. 18512 5703467667 www.fncb.com

First National Corp. (Virginia) FXNC (*OTC (USA))

Headquarters: United States 112 W. King Street Strasburg, VA, U.S.A. 22657 5404659121 www.firstbank-va.com

First Niagara Financial Group, Inc. FNFG (*NASDAQ)

Headquarters: United States Suite 618, 726 Exchange Street Buffalo, NY, U.S.A. 14210 7168195500 www.fnfg.com

First Niles Financial, Inc. FNFI (*OTC (USA))

Headquarters: United States 55 North Main Street Niles, OH, U.S.A. 44446 3306522539 www.homefedniles.com

First of Long Island Corp., The FLIC (*NASDAQ)

Headquarters: United States 10 Glen Head Road Glen Head, NY, U.S.A. 11545 5166714900 www.fnbli.com

First Pacific Co., Ltd. 142 (Hong Kong)

Headquarters: Hong Kong 24th Floor, 2 Exchange Sq., 8, Central Hong Kong, Hong Kong 85228424388 www.firstpacific.com

First PacTrust Bancorp, Inc. FPTB (*NASDAQ)

Headquarters: United States 610 Bay Boulevard Chula Vista, CA, U.S.A. 91910 6196911519 www.pacifictrustbank.com

First Potomac Realty Trust FPO (*NYSE)

Headquarters: United States 7600 Wisconsin Ave. 11th FL Bethesda , MD, U.S.A. 20814 3019869200 www.first-potomac.com

First Regional Bancorp FRGB (*NASDAQ)

Headquarters: United States 1801 Century Park East, Suite 800 Los Angeles, CA, U.S.A. 90067 3105521776 www.firstregional.com

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First Trust IndXX NextG ETF NXTG

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

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

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

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

EuroPac International Bond Fund EPIBX,EPIBX.lw,EPBIX

1201 Dove Street, Suite 370, Newport Beach, CA, United States 92660

JPMorgan Unconstrained Debt Fund JSIAX,JINCX,JSISX,JISZX,JSIRX,JSIAX.lw,JSIMX

270 Park Avenue, New York, NY, United States 10017-2070

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Daniel Korth

AIF / Senior Managing Partner
Lily Wealth / Truvestments Capital, LLC
Arroyo Grande, CA
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Carl Edwards

Financial Advisor
C.E. Wealth Group, LLC
Franklin, NC
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Kevin Bruce

Founder
Align Investment Research
Willis, TX