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Headquarters: United States 6175 Nancy Ridge Drive, Suite 300 San Diego, CA, U.S.A. 92121 8585350202 www.dicardiology.com

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

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Fidelity Advisor Dividend Growth Fund FZADX,FDGIX,FDGTX,FDGCX,FADBX,FADAX,FADAX.lw

82 Devonshire Street, Boston, MA, United States 2109

Federated Hermes MDT Small Cap Value VSFAX.lw,VSFRX,VSFSX,VSFAX,VSFCX,VSFIX

4000 Ericsson Drive, Warrendale, PA, United States 15086-7561

Vanguard Selected Value Fund VASVX

100 Vanguard Boulevard, Malvern, PA, United States 19355

Franklin Multi-Asset Growth Fund SCHBX,SCHAX,SCHCX,SCHAX.lw,LANIX,LLLRX

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

Sterling Capital Mid Value Fund OVERX,STRMX,OVEAX,OVEIX,OVEBX,OVECX,OVEAX.lw

5th Floor,P.O. Box 9762, Providence, RI, United States 02940-9762

FAM Dividend Focus FAMEX

384 N. Grand Street, Cobleskill, NY, United States 12043

Eaton Vance Tax-Managed Small-Cap Fund EIMGX,EMMGX,ECMGX,ETMGX,ETMGX.lw

1825 Connecticut Avenue NW, Suite 400, Washington, DC, United States 20009-5727

Schwab® S&P 500 Index Fund SWPPX

101 Montgomery Street, San Francisco, CA, United States 94104

Victory Core Plus Intermediate Bond Fund UITBX,URIBX,UITCX,USIBX,UIITX

15935 La Cantera Parkway, Building Two, San Antonio, TX, United States 78256

PGIM Jennison Financial Services Fund PSSRX,PFSQX,PFSZX,PUFBX,PUFCX,PFSAX,PFSAX.lw

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

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Jason Beckert

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

Jay John

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

Dustin Otradovsky

Senior Investment Analyst
Ameritas Investment Partners
Lincoln, NE