Denise McGarry

Invesco Advisers, Inc. is a SEC-registered investment advisor headquartered in Atlanta, Georgia. They are a subsidiary of Invesco Group Services, Inc., ultimately held by Invesco Ltd. (NYSE: IVZ). The firm was founded in 1986 and previously known as Invesco Institutional NA, Inc. until April 2010 when Invesco Ltd. consolidated the businesses of their US investment advisors (Invesco AIM Advisors, Inc., Invesco AIM Capital Management, Inc., Invesco AIM Private Asset Management, Inc. and Invesco Global Asset Management NA, Inc.) under the name Invesco Advisers, Inc. They provide discretionary and non-discretionary investment advisory services to individuals, institutional and high net-worth clients through separate accounts, wrap fee programs and US registered investment companies and other Commingled Funds.

Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY.

University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA.

Truist Securities, Inc. is a registered broker-dealer headquartered in Atlanta, Georgia. The firm was founded in 1894 as SunTrust Robinson Humphrey, Inc. In 2020, the firm was renamed following the integration of SunTrust Robinson Humphrey and BB&T Capital Markets. The firm is a subsidiary of Truist Financial Corp. (NYSE: TFC) and is an active market maker in equity and fixed-income products. Truist Securities delivers a comprehensive range of strategic advisory, capital raising, risk management, and financing solutions, as well as a dynamic suite of sales, trading, and research services in both fixed-income and equity. Their strategies are carefully tailored to meet the needs and vision of their clients.

Hong Kong Institute of Certified Public Accountants operates under the professional accountant’s ordinance and works in the public interest. It offers CPA qualification programme and promulgating financial reporting, auditing and ethical standards in Hong Kong. The company was founded on January 1, 1973 and is headquartered in Hong Kong.

Southern Methodist University is a private university near the center of Dallas, SMU offers undergraduate, graduate, and professional programs through seven schools in the humanities and sciences, business, the performing, visual, and communication arts, engineering, education and human development, law, and theology.

Covey Equity LLC (Covey Equity) is a private equity firm founded in 2003. The firm is headquartered in Columbus, Georgia.

US CareNet LLC provides home healthcare services. The company was founded in November 1995 and is headquartered in Augusta, GA.

Balentine LLC is SEC-registered investment advisor and wealth management firm headquartered in Atlanta, Georgia. The firm was founded in 2009 and is solely owned by Balentine Partners LLC. Balentine provides a full complement of comprehensive wealth management solutions for individuals, families, and institutions, as well as a pooled investment vehicle.

BMO Capital Markets Corp. (Broker) is the broker/dealer division of BMO Capital Markets Corp., a full-service North American financial services provider headquartered in New York City. The firm was founded in 1998 and is a subsidiary of BMO Financial Corp., which is owned by Bank of Montreal (NYSE, TSX: BMO) in Canada. BMO Capital Markets offers corporate, institutional and government clients access to a variety of products and services including equity and debt underwriting, corporate lending and project financing, merger and acquisitions advisory services, merchant banking, securitization, treasury and market risk management, debt and equity research and institutional sales and trading.

Learning Ally, Inc. provides educational support services. It produces & distributes tapes and CD-ROMs of textbooks for students as well as recordings of reference and professional materials to individuals with print disabilities such as blindness, visual impairments and dyslexia. The company was founded by Anne T. MacDonald in 1948 and is headquartered in Princeton, NJ.

Piedmont Athens Regional Medical Center, Inc. provides health care services. It offers medical, surgical, and diagnostic services in areas such as oncology, rehabilitation, pediatrics, radiology, and home health care. The company was founded in 1921 and is headquartered in Athens, GA.

Physicians for Peace provides medical education and training services. It also offers clinical care services and donated medical supplies. The organization was founded in 1989 by Dr. Charles E. Horton, Sr. and is headquartered in Norfolk, VA.

Meridian Capital Group LLC provides mortgage brokerage services. Its services include financing solutions for property such as student housing, self storage and land, fixed rate loans, construction and forward commitment, multifamily, office and retail. The company was founded by Ralph Herzka, Mark Mansfield and Howard J Zuckerman in 1991 and is headquartered in New York, NY.

Fogelman Properties, Inc. provides multifamily property management services. The firm offers property management, asset management, acquisition and due diligence, construction management, revenue optimization services, real estate services and training and human resources. The company was founded in 1963 and is headquartered in Memphis, TN.

The Atlanta Apartment Association is the multifamily housing trade association for the Atlanta Metro area. It conducts educational and training programs, guides its industry in the legislative arena, and encourages meaningful partnerships with the community. The company was founded in 1975 and is headquartered in Atlanta, GA.

The High Museum of Art is a cultural institution that aims to bring together communities through art. The High Museum of Art is based in Atlanta, GA. The non-profit company's mission is to inspire and encourage visitors to discover new ideas and perspectives. The museum provides a space for people to connect with each other and with art.

Rønne & Lundgren Advokatfirma is a private company based in Hellerup, Denmark. The Danish company provides legal services.

Part of BayFirst Financial Corp., BayFirst National Bank (Florida) is a state chartered commercial bank. The company is based in St. Petersburg, FL. Anthony N. Leo has been the CEO of the company since 2013.

The Bank of Tampa provides personal and commercial banking services. The firm provides corporate, commercial, private banking and wealth management services. The company was founded in 1883 and is headquartered in Tampa, FL.

Community Solutions Inc. operates as a nonprofit organization. Its youth services include aggression replacement training, thinking for a change, multidimensional family and multisystemic therapy. The company was founded in 1962 and is headquartered in Bloomfield, CT.

LifeGate Counseling Center @ Peachtree, Inc. provides therapy and counseling services. It offer a vast array of faith-sensitive psychotherapeutic services and family life educational programs for parents, children, adolescents, couples, families and individuals. The company was founded in 1991 and is headquartered in Atlanta, GA.

The Danish Venture Capital & Private Equity Association is an organization that represents business owners who are members of the association. The private company is based in Copenhagen, Denmark. The Danish company has recently released their annual activity report for the entire ecosystem of active ownership. The report can be downloaded from their website. Additionally, they have listed six specific wishes for political party leaders on their website. and has subsidiaries in Denmark.

Founded in 1975, Reliance Trust Co. is an investment advisor located in Atlanta, Georgia. The firm is a subsidiary of Reliance Financial Corp. and their ultimate parent is Fidelity National Information Services, Inc. (NYSE: FIS). They provide investment, wealth management and financial services to individual, corporate and institutional clients worldwide. The firm offers a full array of services including: wealth management and personal advisory services, separate account management, money manager consulting, trust and fiduciary services, insurance, financial, estate and tax planning, retirement plans and investments, church and non-profit organization services and outsourcing services to financial intermediaries.

Accura Advokataktieselskab provides legal advisory services. The firm provides services to large national and multinational corporate clients, financial institutions, private equity and sovereign wealth funds, utilities, public authorities and governments as well as a number of successful medium sized private companies, their owners and certain high net-worth individuals. The company was founded in 1999 and is headquartered in Hellerup, Denmark.

Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY.