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AdvanSource Biomaterials Corp. ASB (*NYSE Amex)

Headquarters: United States 229 Andover Street Wilmington, MA, U.S.A. 01887 9786570075 www.cardiotech-inc.com

Tiptree Financial Inc. TIPT (*NASDAQ)

Headquarters: United States 780 3rd Ave., 21st Fl. New York, NY, U.S.A. 10017 2124461400 www.tiptreefinancial.com

CareAdvantage, Inc. CADV (*OTC (USA))

Headquarters: United States 485-C Route 1 South Iselin, NJ, U.S.A. 08830 7323625000 www.careadvantage.com

CareCentric, Inc.

Headquarters: United States 2839 Paces Ferry Road, Ste 900 Atlanta, GA, U.S.A. 30339-5779 6782644400 www.carecentric.com

Perdoceo Education Corp. PRDO (*NASDAQ)

Headquarters: United States 231 N Martingale Rd. Schaumburg, IL, U.S.A. 60173-2007 8477813600 www.careered.com

Caribou Coffee Co., Inc.

Headquarters: United States 3900 Lakebreeze Avenue North Brooklyn Center, MN, U.S.A. 55429 7635922200 www.cariboucoffee.com

Carlisle Companies Inc. CSL (*NYSE)

Headquarters: United States Suite 600, 11605 N. Community House Rd. Charlotte, NC, U.S.A. 28277 7045011100 www.carlisle.com

Carlsberg A/S CARL B (Copenhagen)

Headquarters: Denmark 100 Ny Carlsberg Vej, Copenhagen V Koebenhavn, Denmark 1799 4533210112 www.carlsberg.com

CarMax, Inc. KMX (*NYSE)

Headquarters: United States 12800 Tuckahoe Creek Parkway Richmond, VA, U.S.A. 23238 8047470422 www.carmax.com

Carnival Corp. CCL (*NYSE)

Headquarters: United States 3655 NW 87th Avenue Doral, FL, U.S.A. 33178 3055992600 www.carnivalcorp.com

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

5 Burlington Woods, Suite 102, Burlington, MA, United States 01803

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

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

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Vernon Collett

LPL Financial
Dallas, GA

Jason Beckert

Merrill Lynch, Pierce, Fenner & Smith Inc.
Waxhaw, NC

Jay John

CFP(R), ChFC(R)
Faith Financial Planners of Maryland, Inc.
Fallston, MD
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