Don A. Yocham

Kennedy Capital Management LLC (KCM) is a SEC-registered investment advisor headquartered in St. Louis, Missouri. The firm was founded by Gerald Kennedy and Richard Sinise in 1980 as Kennedy Capital Management, Inc. In November 2022, the firm converted from “Kennedy Capital Management, Inc.”, a Missouri S corporation, to “Kennedy Capital Management LLC”, a Delaware limited liability company. They are a subsidiary of KCM Holdings, Inc. KCM manages assets for institutional and high-net-worth clients.

Edward D. Jones & Co. LP is a broker-dealer and registered investment advisor located in St. Louis, Missouri. The firm is a subsidiary of the Jones Financial Cos. LLLP. Edward Jones provides financial services for individual investors and businesses in the US, Canada and the United Kingdom. Edward Jones registered as a broker–dealer in 1941 and as an investment adviser in 1993. The firm offers a full array of investment services. They cover stocks that perform over the long-term, focusing on US, Canadian and Western European companies with long, stable, operating histories.

Equitable Advisors LLC is a SEC-registered investment adviser and wealth management firm headquartered in New York City. The firm was founded in 1999 and is a subsidiary of Equitable Distribution Holding Corp., ultimately held by Equitable Holdings, Inc. (NYSE: EQH). Equitable Advisors provides investment advisory services to individuals, trusts, estates, charitable organizations, banks or thrift institutions, corporations and other business entities, and pension and profit-sharing plans.

ADARA, Inc. provides online display advertising services. Its Magellan platform transforms loyalty audience that enables brands to monetize and nurture their loyalty program customers online and helps advertisers reach exclusive qualified audiences. The company was founded by Charles Mi, I-Heng Mei and James Kim in 2005 and is headquartered in Mountain View, CA.

Figure Eight Technologies, Inc. operates as a crowdsourcing platform. The firm offers web date collection, Google search relevance, data collection service, open source data sets, and data scientist skills. The company was founded by Lukas Biewald and Chris Van Pelt in 2007 and is headquartered in San Francisco, CA.

Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA.

Stifel, Nicolaus & Co., Inc. (Stifel) is a dual-registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. Founded in 1890, the firm is a subsidiary of Stifel Financial Corp. (NYSE: SF), a financial service holding company. Stifel provides full-service brokerage and investment advisory services to individuals and their families, institutions and businesses, and financial advisors.

Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis.

Tenaska, Inc. provides energy development services. It operates through its subsidiaries which offers energy marketing, power generation, private equity and gas exploration and production services. The company was founded by Howard L. Hawks and Thomas E. Hendricks in 1987 and is headquartered in Omaha, NE.

Acropolis Investment Management LLC (Acropolis) is a fee-only, SEC-registered investment advisor headquartered in St. Louis, Missouri. The firm was founded in 2002 by Christopher Lissner, David Ott and Dannelle Ward. Acropolis specializes in retirement planning together with 401k and IRA rollovers. They serve individual investors, institutional investors and 401k plan sponsors.

Part of Jacobs Solutions, Inc., Sverdrup Corp is a company that provides engineering, design, and consulting services. The company is based in Costa Mesa, CA. Sverdrup was acquired by Jacobs Engineering Group, Inc. on January 14, 1999 for $229 million.

PIMCO Europe Ltd. (PIMCO-Europe) is the Great Britain-based subsidiary of PIMCO Global Advisors LLC, ultimately held by Allianz SE (FR: ALV; ADR: AZSEY) in Germany. Established in 1997, PIMCO-Europe is headquartered in London with additional branches in Europe and global offices in Asia, Australia, and the Americas. The firm provides fixed-income investment management services to clients in Great Britain, Europe and the Middle East. In addition to corporate pension funds, their clientele includes foundations, endowments, public retirement plans, central banks and corporate treasury departments. They also serve retail and high-net worth individuals. PIMCO Europe manages discretionary accounts, institutional funds and mutual funds. The firm is involved in the institutional wholesale business, and sub-advises portfolios for third-party fund-of-fund managers.

Tyr Energy, Inc. offers management services to financial owners of merchant energy assets. It provides asset management services for IPPs located in Alabama, Colorado, Georgia, Idaho, Minnesota, Oklahoma, Oregon, Pennsylvania, Texas, Virginia and Wisconsin. The company was founded by Bradford T. Nordholm in 2002 and is headquartered in Overland Park, KS.

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

Global Factory, Inc. provides collaborative manufacturing execution systems. The firm's software gather, organize & analyze demand, production & quality data from various sources and monitor key indicators & execute business processes to control, manage & optimize distributed manufacturing operations. The company was founded in 1999 and is headquartered in Santa Clara, CA.

Part of Procter & Gamble Co., The Procter & Gamble Paper Products Co. is a company that manufactures toilet tissues, paper towels, and facial tissues. The company is based in Modesto, CA.

Socrata, Inc. provides cloud solutions for open data and data-driven governments. Its products include capital projects explorer, citizen connect, insights dashboard, open finance, performance, perspectives and publica open data. The firm also offers financial insights, open data and citizen management, performance improvement and accountability solutions, blueprint and socrata support site services. The company was founded by Kevin Merritt in 2007 and is headquartered in Seattle, WA.

Vibra-Tech Engineers, Inc. provides engineering and environmental services. It offers inspection, vibration, structural dynamic, blasting, acoustics and noise, environmental, geophysical, geotechnical, and community relation services. The company was founded in 1949 and is headquartered in Hazleton, PA.

DEW Wealth Strategies LLC (DEW) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Clayton, Missouri. Founded in 2002, DEW provides private wealth management and investment management advice to individuals, families, closely held businesses, trusts, and institutions.

Burns & McDonnell, Inc. provides engineering, architecture, construction, environmental and consulting services. It serves the airport, military base, defense facility, power generation and transmission, water treatment, environmental remediation, refinery, industrial facility, hospital and institutional building sectors. The company was founded by Clinton Burns and Robert McDonnell in 1898 and is headquartered in Kansas City, MO.

Morgenthaler Management Corp (Morgenthaler Management) is a venture capital and private equity firm founded in 1968 by David Morgenthaler. The firm is headquartered in Portola Valley, California.

Roofstock, Inc. provides online real estate services. The firm operates as a marketplace for investing in single-family rental (SFR) sector. It provides all of the resources for investors to buy, own and sell real estate online, including data analytics, property management oversight and other tools. The company was founded by Gary Beasley, Gregor Watson, Rich Ford and Devin Wade in 2016 and is headquartered in Oakland, CA.

California Institute of Technology provides education focusing on science, engineering, academia, business, and public service. The company was founded in 1891 and it is headquartered in Pasadena, CA.

NextGen Information Services, Inc. is engaged in the provision of information technology staffing services and managed solutions. It specializes in administration, clerical, accounting, finance, human resources, legal, marketing, and sales positions. Its clients include the telecommunications, automobile, aerospace, beverage, oil and gas, banking, and finance industries. The company was founded by Maria Del Carmen Jacob and Michael A. Barton on September 5, 1997 and is headquartered in St. Louis, MO.

Canvas Management Co. LLC (Canvas Ventures) is a venture capital firm founded in 2013 by Gary Little, Rebecca Lynn and Paul Hsiao. The firm is headquartered in Portola Valley, California.

ABN AMRO Bank NV (New York) serves as a representative office of ABN Amro NV in the United States. It provides commercial banking services to clients in the retail, private and commercial sectors. The company was founded on April 25, 2010 and is headquartered in New York, NY.

Al-Ahsa Medical Services Co. provides medical services. The private company is based in Al-Ahsa, Saudi Arabia.

Arab Paper Manufacturing Co. Ltd. engages in the manufacture and distribution of paper tubes and corrugated cartons. The company was founded in 1994 is headquartered in Dammam, Saudi Arabia.

Intuit Mint Bills, Inc. develops a mobile application that provides personal finance management service and bill pay services. It offers the ‘Personal Assistant’ application that enables tracking of personal finances, travel, bills, cell phone minutes, and shopping. The company was founded by Guy Goldstein in 2007 and is headquartered in Palo Alto, CA.