John Bridges

Jenson Services, Inc. is a development stage company. The private company is based in Salt Lake City, UT.

Cerulli Associates, Inc. is an international research and consulting firm that provides financial institutions with guidance in strategic positioning and new business development. The private company is based in Boston, MA and has subsidiaries in Singapore and United Kingdom. The company's analysts blend industry knowledge, original research, and data analysis to bring perspective to current market conditions and forecasts for future developments. The company was founded in 1992 by David Nadig, Kurt Cerulli. Kurt Cerulli has been the CEO since 1992.

Putnam Investments LLC operates as an investment advisory company. The company was founded on May 14, 2009 and is headquartered in Boston, MA.

Founded in 1986, Girard Securities, Inc. is a broker-dealer located in San Diego, California. The firm is a subsidiary of RCS Capital Holdings LLC and their ultimate parent is RCS Capital Corp. (NYSE: RCAP). Girard Securities specializes in institutional and retail sales, financial planning, fixed-income investments and municipal bond underwriting. The firm provides a full array of trading and execution services for their clients. They do not provide any internal research.

Part of IQ EQ (Luxembourg) SA, Greyline Partners LLC is a company that provides governance and regulatory compliance solutions. The company is based in San Francisco, CA. The CEO of the company is Matthew S. Okolita. Greyline Partners was acquired by IQ EQ (Luxembourg) SA on November 30, 2021.

Highland Capital Management LP (Highland) is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded by James (Jim) Dondero and Mark Okada in 1993. They are owned by the Highland Claimant Trust. Highland acts as an investment adviser or sub-adviser to structured product vehicles (which include but not limited to CLOs and Collateralized Debt Obligations unregistered investment funds, and single Client accounts).

Organizational Dynamics, Inc. provides management training and consulting services. It services include management development, organizational design and skill training, quality management strategies, leadership, management, middle management training, organizational analysis and alignment measurement. The company was founded by George H. Labovitz in 1970 and is headquartered in Wakefield, MA.

Private Healthcare Systems, Inc. provides health care cost management services. The company provides its services to include self-insured employers, third-party administrators, Taft Hartley Funds, insurance companies and managed care organizations. It meets strategic, financial and quality needs of health care purchasers through care management services. The company was founded in 1985 and is headquartered in Waltham, MA.

FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA.

Morgan Keegan & Co. LLC is a broker/dealer headquartered in St. Petersburg, Florida. The firm was founded in 1969 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF). Morgan Keegan & Co. provides securities brokerage services to various types of clients.

AssetMark, Inc. is a SEC-registered investment advisor headquartered in Concord, California. The firm was founded in 1985 as Genworth Financial Asset Management. They are a wholly-owned subsidiary of AssetMark Financial Holdings, Inc., which is owned by Huatai International Investment Holdings Ltd. in Hong Kong. AssetMark provides various investment supervisory services to registered investment companies and a variety of clients, which include but not limited to individuals, investment companies, pension and profit-sharing plans, corporations, partnerships, trusts, insurance companies and other investment managers.

Digitas, Inc. provides digital and interactive marketing services to the Internet-based and e-commerce companies. The company also provides cross-channel communications to clients. Its services include customer acquisition, cross-sell, loyalty, affinity and customer care operations. The company was founded by Robert L. Cosinuk in 1999 and is headquartered in Boston, MA.

Part of Cincinnati Bell Inc., Matrixx Marketing, Inc. is a telecommunications services holding company. The company is based in Cincinnati, OH.

Pack It Up LLC manufactures and markets moving boxes. It operates as a direct marketing company that sells moving boxes. It takes orders from the web through partner sites such as Boxes America, Moveout.com and BoxBundles.com. The company was founded in 2004 and is headquartered in Bensalem, PA.

Evolv, Inc. operates as a predictive analytics software company. The firm specializes in big data predictive analytics and machine learning to optimize the performance of global hourly workforces. Its SaaS-based analytics platform delivers actionable decision support throughout the employee lifecycle. The company was founded in 2006 by Jim Meyerle and Max Simkoff and is headquartered in San Francisco, CA.

Fall Line Capital LLC (Fall Line Capital) is a venture capital firm founded in 2011 by Eric O’Brien and Clay Mitchell. The firm is headquartered in San Mateo, California.

Heritage Financial Services LLC (Heritage) is a SEC-registered investment advisor and wealth management firm headquartered in Westwood, Massachusetts. The firm was founded by Charles S. Bean III in 1996 and became a limited liability company in 2014. They are a subsidiary of Heritage Financial Services, Inc. Heritage provides asset management and financial planning services to both high net-worth and non-high net worth individuals, trusts and estates, pension and profit-sharing plans, charitable organizations, endowments and foundations.

Voya Institutional Plan Services LLC provides retirement plans and insurance services. It offers investment advisory, broker-dealer and transfer agency services. The company is headquartered in Windsor, CT.

Internet Properties Group, Inc. provides Internet software services. It also engages in the acquisition, development, and sale of software through revenue generating Internet websites. The company is headquartered in Beverly Hills, CA.

Crown Auto Holdings, Inc. purchases used vehicles at auctions. It also offers credit policies to potential customers. The company was founded by Jim Katsanevas in 1999 and is headquartered in Salt Lake City, UT.

National Public Radio, Inc. produces and distributes noncommercial news and entertainment programs. The company is headquartered in Washington, DC.

Part of Proactis Holdings Ltd., Commerce One Net is a company that provides web-based services for buyers, suppliers, and net market makers. The company is based in Pleasanton, CA. Commerce One Net was acquired by eScout LLC from Commerce One, Inc. on January 27, 2003.