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Headquarters: Bermuda Par La Ville Place, 14 Par-La-Ville Rd. Hamilton, Bermuda 4418092956 www.excelmaritime.com

Headquarters: United States 2 Lower Ragsdale Drive, Suite 200 Monterey, CA, U.S.A. 93940 8313332000 www.excelligencelearning.com

EXCO Resources, Inc. XCO (*NYSE)

Headquarters: United States 12377 Merit Dr., Suite 1700 Dallas, TX, U.S.A. 75251 2143682084 www.excoresources.com

OPKO Health, Inc. OPK (*NYSE)

Headquarters: United States 4400 Biscayne Blvd Miami, FL, U.S.A. 33137 3055754100 www.opko.com

Exelixis, Inc. EXEL (*NASDAQ)

Headquarters: United States 170 Harbor Way South San Francisco, CA, U.S.A. 94083 6508377000 www.exelixis.com

Exelon Corp. EXC (*NYSE)

Headquarters: United States 10 South Dearborn Street-37th Floor Chicago, IL, U.S.A. 60680 3123947399 www.exeloncorp.com

EXFO Inc. EXF (Toronto)

Headquarters: Canada 400 Godin Avenue Vanier, Quebec, Canada G1M 2K2 4186830211 www.exfo.com

Exide Technologies XIDEQ (*Pink Sheets (USA))

Headquarters: United States 13000 Deerfield Parkway, Building 200 Alpharetta, GA, U.S.A. 30004 6785669000 www.exide.com

ExlService Holdings, Inc. EXLS (*NASDAQ)

Headquarters: United States 320 Park Avenue 29th Floor New York, NY, U.S.A. 10022 2122777100 www.exlservice.com

Expeditors International of Washington, Inc. EXPD (*NASDAQ)

Headquarters: United States Sterling Plaza 2 3rd Floor 3545 Factoria Blvd. SE Bellevue, WA, U.S.A. 98006 2066743400 www.expeditors.com

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Eaton Vance 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, Connecticut, 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 S. Hope Street, Los Angeles, CA, United States 90071

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

333 S. Hope Street, Los Angeles, CA, United States 90071

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Jonathan Spencer

Managing Principal
Signet Private Wealth
Chicago, IL
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Jacob Larsen, AAMS®

Financial Advisor
Edward Jones
Colorado Springs, CO
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James Good

CLU®, CFP®, ChFC®, CKA®, CFTe®, CMT®
james@tpfinancial.com
Camp Hill, PA
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