lationships Relationships YTD Revenues CBVs 1 SOUTHERN FINANCIAL 339,974 220,987,199 2 GENERAL ATLANTIC FA 100,000 3 ASADI FAREED 37,212 4 DZIALGA KIRSTEN & M 30,042 1,500,000 5 5K FAMILY OFFICE 20,119 142,496 6 DOMINIQUE LEIMER 3 1,072 Total: 527,350 222,630,768 CONFIDENTIAL - PURSUANT TO FED.

21 5243.08321 9904.88713 Paul Morris Morr WANEK TRUST OF 2000 0 65.919265 East Coast USO New York Paul Morris Paul Morris Joseph Cothron DZIALGA KIRSTEN & M Classic Advisory Brokerage ABRB1 -22.00232 -22.00232 -22.00232 East Coast Tazia Smith .92013222 East Coast 0 0 East Coast .33673222 46