Jacob Lyles

T. Rowe Price Associates, Inc. (Price Associates) is a registered investment advisor and mutual fund manager headquartered in Baltimore, Maryland. The firm was founded by Thomas Rowe Price, Jr. in 1937. They are a subsidiary of the T. Rowe Price Group, Inc. (NASDAQ: TROW), which was formed in 2000 as the publicly traded parent holding company of Price Associates and their affiliated entities. Price Associates offers a variety of mutual funds, sub-advisory services and separate account management for individual and institutional investors, retirement plans and financial intermediaries.

First Investors Financial Services Group, Inc. engages in operation of an automobile finance company. The company was founded by Tommy A. Moore, Jr. in 1989 and is headquartered in Houston, TX.

Water Street Capital, Inc. (WSC) is a privately-held, SEC-registered investment advisor and hedge fund manager headquartered in Jacksonville, Florida. The firm was founded by Gilchrist Berg in 1987. WSC provides investment management services to private pooled investment vehicles. Investors in the funds may include high net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, partnerships, endowments and employees.

Citizens JMP Securities LLC (Citizens JMP) is a full-service investment bank and broker/dealer headquartered in San Francisco, California. The firm was founded by Joseph Jolson in 2002 and was formerly JMP Securities LLC. The firm is a subsidiary of JMP Holding LLC, ultimately held by Citizens Financial Group, Inc. (NYSE: CFG). Citizens JMP provides equity research, institutional brokerage, and investment banking services to public and private growth companies and their investors. They are a research-driven, growth-oriented firm that provides services to small- and mid-sized companies and the institutions that invest in them. The firm specializes in four high-growth sectors of the economy: technology, healthcare, financial services, and real estate.

UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients.

PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY.

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.

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.

Founded in 2001, Macquarie Capital (USA), Inc. is a registered broker/dealer located in New York City. The firm is a subsidiary of Macquarie Bank Ltd. (ASX: MBL). They provide coverage of the following industries: resources, healthcare, security/defense, transportation, financial services, retail/consumer products, TMET (telecommunications, media, entertainment and technology), oil & gas, diversified manufacturing/distribution and infrastructure/utilities. Macquarie Capital (USA), Inc. is a member of FINRA.

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.

ROTH Capital Partners LLC is a broker/dealer headquartered in Newport Beach, California. The firm was founded in 2001 and is a subsidiary of CR Financial Holdings, Inc. They offer institutional sales and trading services. Their broad institutional coverage includes investors in North America, Canada, UK, Europe and other international territories.

Wells Fargo Securities LLC (WFS) is the broker/dealer subsidiary of EVEREN Capital Corp., ultimately owned by Wells Fargo & Co. (NYSE: WFC). Headquartered in New York, WFS delivers a comprehensive suite of banking, capital markets and advisory solutions, such as a full complement of sales, trading and research capabilities, to corporate, government and institutional clients.

Part of MLM Trust B, 1508 Asset Management is a company that provides investment advice. The company is based in New York, NY.

CenterPoint Human Services is a state-mandated Local Management Entity and Medicaid-funded Managed Care Organization which provides public mental health, developmental disabilities, and substance abuse services in Forsyth, Stokes, Davie, and Rockingham Counties. Its business operations include: screening, triage and referral to services, consumer and county needs assessments, service authorizations, timely access to services, funding allocations, system of care implementation, provider endorsement and monitoring, pharmaceutical Patient Assistance Program, and addressing concerns and complaints of consumers and others. The company is headquartered in Winston-Salem, NC.

Laidlaw & Co. (UK) Ltd. (US) (L&C US) is the US-based brokerage division of Laidlaw & Co. (UK) Ltd., which is ultimately held by Laidlaw Holdings Ltd. The firm is headquartered in New York City and was founded in 1842. L&C US provides brokerage services to their clients.

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

New Mountain Capital LLC (New Mountain Capital) is a private equity firm founded in 1999 by Steven Klinsky. The firm is headquartered in New York.

Savant Capital LLC, do-business-as Savant Wealth Management (Savant), is a SEC-registered investment advisor headquartered in Rockford, Illinois. The firm was founded by Thomas Muldowney in 1986 and is a subsidiary of Savant Capital Holdings LLC, owned by SCMI, Inc. (formerly known as Savant Capital Management, Inc.). Savant offers investment management, financial planning, retirement planning, and family office services to financially established individuals, families, and businesses.

EAM Investors LLC (EAM) is a majority employee-owned investment management boutique headquartered in Solana Beach, California. Formerly known as Eudaimonia Asset Management LLC, the firm was founded in 2007 by Travis T. Prentice, Montie L. Weisenberger, and Joshua M. Moss. EAM offers investment management and supervisory services to public and corporate retirement funds, superannuation funds, sub advisory relationships, foundations, endowments and OCIO’s.

Consilio LLC provides eDiscovery software solutions and services. It offers document review services, discovery consulting, forensic consulting services, and law department management. The company was founded in 2002 and is headquartered in Washington, DC.

Clear2pay NV provides electronic payments solutions. It solution areas encompass open payment and test frameworks, domestic and international payments, direct debits, credit transfers, electronic billing, tax data service, image check processing, consumer remittance payments, electronic banking, business payments and software development kits. The firm offers strategic advisory, co-sourcing, outsourcing and assessment consulting services. The company was founded by Michel Akkermans and Jurgen Ingels in 2001 and is headquartered in Diegem, Belgium.

RecordXTechnologies LLC engages in the provision of records retrieval services. The firm offers records retrieval, records analysis, and discovery tools. It focuses on retrieving medical records and other documents for insurance carriers that have to verify claim benefits or as supporting evidence for law firms. The company was founded in 1975 and is headquartered in Houston, TX.

Aquiline Capital Partners LLC (Aquiline Capital) is a private equity/venture capital firm founded in 2005 by Jeffrey W. Greenberg. The firm is headquartered in New York City with an office in London.

Part of Wells Fargo & Co., Wells Fargo Securities, Inc. is a brokerage firm. The company is based in San Francisco, CA.

OneVillage PBC is an American company that provides 1:1 patient and caregiver navigation services to support the health and well-being of employees. The company's services aim to drive greater engagement and performance in the workforce at every level. The company was founded by Ashley Yesayan, who has been the CEO since incorporation.

Revolution Growth Management Co Inc (Revolution Growth Management) is a private equity/venture capital division of Revolution LLC founded in 2005 by Steve Case. The firm is headquartered in Washington, District of Columbia.

Wells Fargo Clearing Services LLC (WFCS) is a SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded 1852 and formerly known as Wells Fargo Advisors LLC. They are a subsidiary of Wachovia Securities Financial Holdings LLC, a non-bank indirect subsidiary of Wells Fargo & Co. (NYSE: WFC), a financial and bank holding company. Wells Fargo Advisors is a trade name used by Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing Services LLC. WFCS provides investment advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also acts as portfolio manager for certain wrap fee advisory programs.

Red Ventures LLC engages in the development of an online digital consumer platform. It brings consumers and brands together through the use of online marketplaces and strategic partnerships. It serves the healthcare, home services, and financial services industries. The company was founded by Ricardo Luis Elias and Daniel S. Feldstein in 2000 and is headquartered in Fort Mill, SC.

Egis Capital Partners LLC (Egis Capital Partners) is a private equity firm founded by Robert M. Chefitz and Joe Falkenstein in 2002. The firm is headquartered in Summit, New Jersey.

ABS Capital Partners, Inc. (ABS Capital Partners) is a private equity firm founded in 1990 by Don Bruce Hebb and Tim Thaddeus Weglicki. The firm is headquartered in Washington, DC.

Pioneer Fund/NY/ is a venture capital firm founded by Jason Gray. The firm is headquartered in San Francisco, California.

Crystal Equity Energy LLC produces oil and gas. The private company is based in Scottsdale, AZ.

Coin, Inc. offers a connected device that stores multiple accounts and information of swipeable cards. It provides Coin, an electronic device that allows users to store multiple debit, credit, gift, loyalty, and membership card numbers in a single piece of plastic. The firm also offers a mobile application that allows users to add, manage, and synchronize cards that they choose to store on their device. The company was founded by Kanishk Parashar and Karthik Balakrishnan in 2012 and is headquartered in San Francisco, CA.