Keefer Babbitt

Wasatch Advisor Holdings LP (Wasatch) is a SEC-registered investment advisor headquartered in Salt Lake City, Utah. The firm was founded by Samuel Stewart and David Wagstaff in 1975. They are a subsidiary of Wasatch Advisor Holdings LP, owned by WA Holdings, Inc. Wasatch provides discretionary investment advice for a variety of clients, which includes mutual funds, collective trusts, separately managed accounts and sub-advised products.

Seven Canyons Advisors LLC (Seven Canyons) is an independent investment advisory firm headquartered in Salt Lake City, Utah. Formerly known as Ark Global Asset Management LLC, the firm was founded in 2017 and is owned and managed by Spencer Stewart and Eric Moessing who are both founders. Seven Canyons provides investment management services to investment companies, private funds, and separately managed accounts (SMA).

Alliance Health Networks, Inc. engages in the operation of social networks. It focus on specific diseases and conditions. The firm facilitates the exchange of information and services between patients and caregivers. The company was founded by Geoffrey Swindle in 2006 and is headquartered in Midvale, UT.

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

PIMCO Investments LLC is a registered broker-dealer headquartered in New York City. The firm is a subsidiary of Pacific Investment Management Co. LLC (PIMCO), ultimately owned by Allianz SE (ETR: ALV) in Germany. PIMCO Investments offers trading services in stocks, bonds, options, mutual funds and private placements for qualified investors.

Channing Global Advisors LLC provides investment advice. The private company is based in Miami, FL. The company was founded in 2017 by Josephine Santos Jiménez.

Sidoti & Co. LLC (S&C) is a registered broker and equity research firm headquartered in New York City. The firm is a subsidiary of Sidoti Holding Co. LLC and was founded in 1999. S&C provides research exclusively to institutional investors. The firm covers the following sectors: housing, retail, basic industries, technology, business services, capital goods, automotive, computer software, regional banking, telecommunications, entertainment, healthcare and consumer products. Their analysts conduct their own due diligence which includes visiting companies and meeting with operating and financial management. In addition, the firm's analysts focus on fundamentals, particularly cash flow from operations and EPS.

William Blair & Co. LLC (William Blair) is a SEC-registered broker/dealer firm headquartered in Chicago, Illinois. The firm was founded by William McCormick Blair in 1935 and is a subsidiary of WBC Holdings LP. Until 1941, they were known as Blair, Bonner & Co. William Blair provides broking services to individual, institutional and issuing clients.

Genentech, Inc. develops, manufactures and markets pharmaceutical products for life-threatening medical conditions. It studies various areas including oncology, immunology, neuroscience, ophthalmic diseases, microbial pathogenesis, metabolic diseases, cardiovascular diseases, and opportunistic areas. The company was founded by Herb W. Boyer and Robert A. Swanson in 1976 and is headquartered in South San Francisco, CA.

Wells Fargo Bank, NA (Private Banking) (Wells Fargo Bank-PB) is the private banking division of Wells Fargo Bank, NA, a national bank headquartered in San Francisco, California. They are ultimately held by Wells Fargo & Co. (NYSE: WFC), a diversified financial services company. The firm was founded in 1998 as the result of the merger with Minneapolis-based Norwest Corp. Wells Fargo Bank-PB provides personalized wealth management solutions for individuals, multi-generational families, family offices, and institutional investors.

Part of adidas AG, adidas America, Inc. is a company that manufactures and sells sport shoes, apparel and accessories. The company is based in Portland, OR.

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

Dirty Dog's Holdings LLC provides car wash services. The company is based in Atlanta, GA.

Grey Mountain Partners LLC (Grey Mountain Partners) is a private equity firm founded in 2003 by Jeff Kuo and Rob Wright. The firm is headquartered in Boulder, Colorado.

The Vincent Group LC provides legal services. It specializes in significant corporate transactions and corporate counsel, mergers and acquisitions, capital markets, venture capital and private equities, equity financing, public and private offerings, trademark and business licensing, entity formation, and the drafting of SEC registration statements. The company was founded on April 7, 2003 and is headquartered in Salt Lake City, UT.

Vutiliti, Inc. engages in the development of real-time utility monitoring and reporting mobile application that guides consumers to conserve water and energy by reducing their utility bills everyday. The company was founded by Stephen Ellis in 2015 and is headquartered in Sandy, UT.

Stephens, Inc. is a full-service investment bank and brokerage firm headquartered in Little Rock, Arkansas. The firm was founded in 1933 and is a subsidiary of Susi Holdings, Inc., which is owned by Stephens Financial Services LLC. Stephens provides comprehensive securities sales and trading services, including customized solutions for clients in North America and abroad.

Rondure Global Advisors LLC (Rondure) is an independent registered investment advisor headquartered in Salt Lake City, Utah. The firm was founded by Laura Geritz in 2016. Rondure provides discretionary investment management services to the Rondure Funds, a family of no-load mutual funds that are part of the Financial Investors Trust, a series trust.

Cynosure Group /Private Equity/ (Cynosure Group) is a private equity firm founded in 2014 by Herbert Scruggs, Keith Taylor, and Spencer Eccles. The firm is headquartered in Salt Lake City, Utah.

Fernweh Group LLC is a principal investment firm that focuses on mid- and small-cap industrial and industrial technology sectors. The private company is based in Los Altos Hills, CA, and has subsidiaries in the United States. The company tailors management capability, operational and strategic transformation support, and capital for each company's unique context, history, and needs. Fernweh's CEO co-authored the book "Titanium Economy," which has been on the WSJ bestseller list. Nick Santhanam has been the CEO of the company since 2021.

Fresh Consulting LLC engages in the provision of design and development services for websites and mobile applications. It offers technology, marketing, business strategy, graphic design, mobile, web systems, word press development, video, social, online and content marketing services. The company was founded by Jeffrey Dance and Steve Hulet in 2007 and is headquartered in Bellevue, WA.