Ashley Adam

Heartland Advisors, Inc. is a mutual fund manager and SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm's predecessor was founded in 1983 as an investment advisory subsidiary of a regional brokerage firm, The Milwaukee Co., owned in part by William J. Nasgovitz. In 1984, Mr. Nasgovitz purchased a majority interest in the investment advisory subsidiary from his partners and started managing Heartland's first mutual fund, the Heartland Value Fund. In 1988, Mr. Nasgovitz and his partners sold The Milwaukee Co. to Dain Bosworth. In the same transaction, Mr. Nasgovitz acquired the remaining shares of the investment advisory subsidiary and changed its name to Heartland Advisors, Inc. In 2000, the firm was reorganized into a wholly owned subsidiary of Heartland Holdings, Inc., but it remains a 100% employee-owned independent firm. Heartland Advisors provides investment advice to individual and institutional clients.

Raymond James & Associates, Inc. (RJA) is a registered broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1962 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF), a diversified holding company. RJA offers a full array of capital markets services, strategic advice and planning for institutional investors.

CCM Partners LP, do-business-as Shelton Capital Management (SCM), is an independent, SEC-registered investment advisor and mutual fund manager headquartered in Denver, Colorado. Founded in 1985, SCM provides investment management services to mutual funds, institutions, individuals, retirement plans and their sponsors, and other entities.

Abel/Noser Corp. provides trading and trade cost analysis for institutional investors. It products include equity and fixed income transaction cost analysis trade zoom, agency brokerage, commission recapture, transition management and pre-trade analysis trade compass. The company was founded by Stanley S. Abel and Eugene A. Noser, Jr. in 1975 and is headquartered in New York, NY.

Part of TradeLink Holdings LLC, Tradelink LLC is an investment and proprietary trading firm. The company is based in Chicago, IL.

Summit Broadband, Inc. engages in provision of broadband communication services. It offers commercial and residential solutions including TV, internet, home phone, bundles and commercial services. The company was founded in 1994 and is headquartered in Orlando, FL.

University of Washington functions as a College/University. The company is headquartered in Seattle, WA.

Ernst & Young provides accounting services. Its services include auditing, accounting, tax and transaction services, assurance and advisory business, online transaction advisory and a wide range of financial services. The company was founded by Arthur Young and Alwin C. Ernst in 1881 and is headquartered in Kansas City, MO.

Robert W. Baird & Co., Inc. (Broker) (Baird-Broker) is the broker-dealer division of Robert W. Baird & Co., Inc., an investment bank and financial services company headquartered in Milwaukee, Wisconsin. The firm was founded in 1919 and is ultimately owned by Baird Financial Group, Inc. Baird-Broker offers a full suite of comprehensive trading services for institutional clients.

RedChip Cos., Inc. engages in the provision of financial public relations consulting services. It offers services for companies like NASDAQ, NYSE and AMEX, with a focus on market research and investor relations. The company was founded in 1992 and is headquartered in Maitland, FL.

SeaBridge Investment Advisors LLC (SeaBridge) is an independent SEC-registered investment advisor and wealth management firm headquartered in Summit, New Jersey. The firm was founded in 1996 by Garnett Keith. SeaBridge provides portfolio management services to individuals, high net-worth individuals, profit-sharing plans, charitable institutions, foundations, endowments, private investment funds, foreign funds such as UCITs, SICAVs and foreign investment companies, and other US and international institutions and to investment companies.

Oarsman Capital, Inc. is an independent registered investment advisor headquartered in Milwaukee, Wisconsin with an additional office in Prairie du Sac and Brookfield. The firm was founded by Robert Phelps and Alan Purintun in 2000. Oarsman Capital provides investment management services, mutual fund/exchange-traded fund portfolios, and retirement plan advisory services to a variety of retail and institutional clients.

Lovell Minnick Partners LLC (Lovell Minnick Partners) is a private equity subsidiary of Lovell Minnick Holdings LLC founded in 1999 by Jeff Dale Lovell and Jim Edward Minnick. The firm is headquartered in Radnor, Philadelphia.

Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses

Finaccess Advisors LLC is a registered investment advisor headquartered in Miami, Florida. The firm was founded in 2009 and is primarily owned by Grupo Finaccess SAPI de CV, which is a subsidiary of Grupo Far-Luca SA de CV in Mexico. Finaccess Advisors offers wealth management and investment advisory services to individuals, high net worth individuals, corporations, trusts, investment companies (the Funds) incorporated in Ireland, Luxembourg, Mexico or Switzerland, and the investment managers of the Funds.

Weatherford Capital Management LLC (Weatherford Capital) is a private equity firm founded in 2015 by William W. Weatherford, Sam Weatherford and Drew Weatherford. The firm is headquartered in Tampa, Florida.

Florida Venture Forum, Inc. is a non-profit organization, which provides educational and networking opportunities for Florida-based entrepreneurs and private companies. The company was founded in 1984 and is headquartered in Tampa, FL.

Coterie Applications, Inc. provides insurance services. The company was founded by David McFarland and is headquartered in Cincinnati, OH.

Strategos Group LLC provides investment advisory services. The company is headquartered in Wilmington, DE.

A111 LLC (A111 Capital) is a private equity firm founded in 2019 by John Harrison. The firm is headquartered in Tampa, Florida.

Family First, Inc. provides child and youth mental health services. It also owns and operates psychiatric and substance abuse hospitals. The company is headquartered in Belmont, NC.

The Florida Opportunity Fund, a fund of funds, seeks investment opportunities in venture capital funds and emerging companies in the United States, specifically in Florida. The fund targets businesses operating in the field of energy, healthcare, manufacturing, and technology. It typically provides equity and debt financing for seed and early stage capital requirements ranging between USD 1 million and USD 3 million, while it invests USD 500,000 up to USD 5 million in clean energy businesses.

Florida Funders LLC (Florida Funders) is a venture capital firm founded in 2013 by David Chitester. The firm is headquartered in Tampa, Florida.

Courier Communications LLC provides investment services. The company is headquartered in Spring, TX.

Estancia Capital Management LLC (Estancia Capital Management) is a private equity firm founded in 2009 by Michael Mendez and Takashi Moriuchi. The firm is headquartered in Scottsdale, Arizona.

Resolute Investment Managers, Inc. engages in the provision of investment management services. It offers a suite of operational and administrative services including distribution and marketing, finance and accounting, general corporate, disaster recovery and desktop support, and human resources and benefits administration. The company was founded in November 1986 and is headquartered in Irving, TX.

Snowden Capital Advisors LLC (SCA) is a SEC-registered investment advisor headquartered in New York City. The firm was founded by Robert J. Mooney in 2011. SCA provides fee-based discretionary and non-discretionary investment advice, consulting, and related wealth advisory services that are targeted primarily at high-net-worth clients, which includes family offices, individuals (and their investment vehicles), companies, foundations, governmental agencies, pension plans, and endowments, through experienced investment advisors and pension consultants.