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Headquarters: United States PO Box 44060 Jacksonville, FL, U.S.A. 32231 www.everbank.com

BancTrust Financial Group, Inc. BTFG (*NASDAQ)

Headquarters: United States 100 Street Joseph Street, P.O. Box 3067 Mobile, AL, U.S.A. 36602 2514317800 www.banctrustfinancialgroupinc.com

Bank Mutual Corp. BKMU (*NASDAQ)

Headquarters: United States 4949 West Brown Deer Road Milwaukee, WI, U.S.A. 53223 4143541500 www.bankmutualcorp.com

Bank of America Corp. BAC (*NYSE)

Headquarters: United States Bank of America Corporate Center, 100 N. Tryon Street Charlotte, NC, U.S.A. 28255 7043868486 www.bankofamerica.com

Bank of East Asia, Ltd., The 23 (Hong Kong)

Headquarters: Hong Kong Bank of E Asia Bldg., 10 Des Vouex Rd., 19th Fl, Central Hong Kong, Hong Kong 85236083608 www.hkbea.com

Bank of Hawaii Corp. BOH (*NYSE)

Headquarters: United States 130 Merchant Street Honolulu, HI, U.S.A. 96813 www.boh.com

Bank of Marin Bancorp BMRC (*NASDAQ)

Headquarters: United States Pell Plaza, 504 Redwood Blvd., Ste. 100 Novato, CA, U.S.A. 94947 4157637781 www.bankofmarin.com

Bank of Montreal BMO (Toronto)

Headquarters: Canada 1 First Canadian Place Toronto, Ontario, Canada M5X 1A1 4168677191 www.bmo.com

Bank of New York Mellon Corp., The BK (*NYSE)

Headquarters: United States 225 Liberty St New York, NY, U.S.A. 10281 2124951784 www.bnymellon.com

Bank of Nova Scotia, The BNS (Toronto)

Headquarters: Canada Scotia Plaza 8Th, 44 King St W Flr Toronto, Ontario, Canada M5H 1H1 4168663672 www.scotiabank.ca

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Fidelity Growth Discovery Fund FDSVX,FGDKX

82 Devonshire Street, Boston, MA, United States 2109

JPMorgan New York Tax Free Bond Fund VINRX,JNYIX,VANTX,VBNTX,JNYIX,JCNTX,VANTX.lw

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

Empower Conservative Profile Fund MXIPX,MXKVX,MXCPX

8515 E. Orchard Road, Greenwood Village, CO, United States 80111

American Century High-Yield Fund AHYDX,AHYHX,AHYLX,ABHIX,AHYVX,AHDCX,AHYRX,ACYIX,AHYVX.lw

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

Columbia Large Cap Growth Opportunity Fd CMRIX,CSFRX,CADRX,CLRYX,CLGPX,CLCPX,NFEDX,NFEAX,NFEBX,NFECX,NFEPX,NFEAX.lw

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

Undiscovered Managers Behavioral Val Fd UBVRX,UBVFX,UBVSX,UBVTX,UBVUX,UBVVX,UBVLX,UBVAX,UBVBX,UBVCX,UBVAX.lw

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

Invesco International Value Fund AEGSX,AEDBX,AEDAX,AEDCX,AEDRX,EGINX,AEDAX.lw,AEDYX

11 Greenway Plaza, Ste. 2500, Houston, TX, United States 77046

SEI New York Municipal Bond (STET) Fund SNYYX,SENYX

1 Freedom Valley Drive, Oaks, PA, United States 19456

Goldman Sachs Technology Opps Fd GISTX,GTORX,GSJPX,GITBX,GITIX,GITAX,GITCX,GITSX,GITAX.lw

200 West Stree, New York, NY, United Kingdom 10282

PGIM Global Real Estate Fund PGRQX,PUREX,PURGX,PURZX,PURBX,PURAX,PURCX,PURAX.lw,PURRX

One Seaport Plaza, New York, NY, United States 10292

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James Good

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james@tpfinancial.com
Camp Hill, PA
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Faith Investment Services, LLC
Shelby Twp., MI
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Stan Ledvina

Financial Advisor
St. Michael Financial
Kalamazoo, MI
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