David Kratz

Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world.

First Pacific Advisors LLC (FPA) is an independent, SEC-registered investment advisor headquartered in Los Angeles, California. Founded in 2004, FPA provides investment advisory services to registered investment companies, private funds and separately managed institutional accounts. In addition, the firm provides investment sub-advisory services to investment advisers of third party-sponsored registered investment companies.

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.

Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis.

Wells Fargo Bank, NA provides investment advisory services. It offers banking, insurance, investments, mortgage, and consumer finance services. The company is headquartered in Sioux Falls, SD.

Deutsche Bank Securities, Inc. (DBSI) is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1971 and is a wholly-owned investment banking and brokerage arm of DB U.S. Financial Markets Holding Corp., ultimately held by Deutsche Bank AG (NYSE: DB, FRA: DBK) in Germany. DBSI provides securities brokerage and investment advisory services to domestic and international private clients and institutions. They are also a primary dealer in US government securities as designated by the Federal Reserve.

Bridges Investment Management, Inc. (BIM) is a registered investment advisor headquartered in Omaha, Nebraska. The firm was founded in 1994 and they are a direct subsidiary of Bridges Holding Co., ultimately owned by McCarthy Group LLC. BIM provides investment services to individuals, investment companies, trusts, estates, retirement plans, private funds, corporations and other entities, family offices, banks or thrift institutions, foundations and other charitable organizations.

McCarthy Capital Corp (McCarthy Capital) is a private equity subsidiary of MGI Holdings, Inc. founded in 1986 by Michael R. McCarthy. The firm is headquartered in Omaha, Nebraska.

Concourse Financial Group Securities, Inc., dba Concourse Financial Group Advisors (Concourse), is a dually-registered investment adviser and broker-dealer headquartered in Birmingham, Alabama. The firm was founded in 1985 and formerly known as Protective Equity Services, Inc. and as ProEquities, Inc. They are a wholly-owned subsidiary of Protective Life Corp., which in wholly owned by Dai-ichi Life Holdings, Inc. (TSE: 8750) in Japan. Concourse serves as the sponsor of, and in some cases as a portfolio manager for, wrap fee investment programs.

Principal Global Investors LLC, dba Principal Asset Management (Principal AM), is a SEC-registered investment advisor headquartered in Des Moines, Iowa. The firm was founded in 1998 and is a wholly owned subsidiary of the Principal Global Investors Holding Co. (US) LLC and their ultimate parent is Principal Financial Group, Inc. (NASDAQ: PFG). Principal AM provides investment advisory services to institutional investors and individuals on a discretionary or non-discretionary basis.

Oppenheimer & Co., Inc. (Broker) (Oppenheimer-Broker) is the global full-service brokerage division of Oppenheimer & Co., Inc., an investment boutique headquartered in New York City with additional offices nationwide. Founded in 1975, the firm is owned directly by Viner Finance Inc., an indirect subsidiary of Oppenheimer Holdings Inc. (NYSE: OPY). Oppenheimer-Broker offers a full array of brokerage services to retail, institutional, and corporate clients.

Farmers New World Life Insurance Co., Inc. provides life insurance services. The firm offers universal, term, whole, and variable life insurance products. The company was founded in 1910 and is headquartered in Bellevue, WA.

Financial Industry Regulatory Authority, Inc. engages in the provision of securities regulation, complementary compliance, and technology-based services. Its services include writing and enforcing rules governing the activities of securities firms with brokers, examining firms for compliance with those rules, fostering market transparency, and educating investors. The company was founded in 2007 and is headquartered in Washington, DC.

Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC).

Part of Osaic, Inc., Lincoln Financial Securities Corp. is a company that provides brokerage dealing and investment advisory services. The company is based in Fort Wayne, IN.

Al Islami Foods operates super market stores. The company was founded in1970 and is headquartered in Dubai, United Arab Emirates.

Think Big Partners LLC engages in the provision of investment services. It offers Think Big Accelerator, which is an immersive 6-9 month program for early-stage, technology-focused startups. Its Think Big Coworking, is an urban loft space in Kansas City, is like an Olympic training ground where members find new ways to work, collaborate with one another and connects them with entrepreneurs, and brew their startup opportunity. The company was founded by Herb Sih and Tyler Prochnow on April 21, 2008 and is headquartered in Kansas City, MO.

Adidas USA designs, manufactures & sells sporting shoes, equipment & apparel. The company is headquartered in New York City, NY

Think Big Ventures is venture capital subsidiary of Think Big Partners founded in 2009 by Herb Sih and Tyler Prochnow. The firm is headquartered in Kansas,Missouri.

Sport & Spine Rehab of Fort Washington LLC engages in the provision of back, neck, spine therapy, and rehabilitation services. It offers comprehensive care by combining chiropractic, physical therapy, rehabilitation and patient education to eliminate symptoms, restore full function and promote a healthy lifestyle. The firm also promotes wellness by supporting local employers and charitable organizations, providing screenings and consultations at health fairs as well as educational lectures. The company was founded by Jay S. Greenstein in 1994 and is headquartered in Fort Washington, MD.

American Physical Therapy Association (APTA) is a individual membership professional organization representing more than 77,000 member physical therapists (PTs), physical therapist assistants (PTAs), and students of physical therapy. APTA seeks to improve the health and quality of life of individuals in society by advancing physical therapist practice, education, and research, and by increasing the awareness and understanding of physical therapy's role in the nation's health care system.

Assured Life Association provides insurance, annuities, and investment products and services. The company's products include life insurance, cancer insurance, daily hospital supplement, and alliance and investment products like mutual funds and college savings plans. It was founded on June 6, 1890 by Joseph Cullen Root and is headquartered in Omaha, NE.

Rebuilding Together, Inc. operates as a leading national nonprofit in safe and healthy housing. It provides rehabilitation and home repair services. The company was founded in 1973 and is headquartered in Washington, DC.

AEI HorizonX (AEI HorizonX) is a joint venture capital arm of AE Industrial Partners and Boeing Co founded in 2017. The firm is headquartered in Boca Raton, Florida.