Leslie Weil

Dimensional Fund Advisors LP (Dimensional) is a SEC-registered investment advisor headquartered in Austin, Texas. The firm was founded by David Booth in 1981 and is a subsidiary of Dimensional Holdings LLC, which is wholly-owned by Dimensional Holdings, Inc. Dimensional primarily manages securities and other assets for institutional investors. They also manage securities and other assets for high-net-worth individuals and clients of independent financial advisors. The firm is the investment adviser to various SEC-registered investment companies which represent separate funds in aggregate, such as mutual funds and exchange-traded funds.

P. Schoenfeld Asset Management LP (PSAM) is an independent, SEC-registered investment advisor and alternative asset management firm headquartered in New York City. The firm was founded by Peter M. Schoenfeld in 1997. PSAM provides investment management services to pooled investment vehicles.

Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis.

Vaughan Nelson Investment Management LP (Vaughan Nelson) is a SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded in 1970 and formerly known as Vaughan, Nelson, Scarborough & McCullough LP. They are wholly-owned by Natixis Investment Managers LLC, which is ultimately owned by BPCE SA, a banking group in France. Vaughan Nelson provides investment management services for equity and fixed income portfolios to taxable and tax-free clients such as foundations, endowments, corporations, pensions, public entities, insurance companies, mutual funds and high net-worth individuals.

Victory Capital Management, Inc. (Investment Management) (Victory Capital-IM) is the investment management division of Victory Capital Management, Inc., a financial services company headquartered in San Antonio, Texas. The firm was founded in 1894 and formerly known as Key Asset Management, Inc. They are an indirect, wholly owned subsidiary of Victory Capital Holdings, Inc. (NASDAQ: VCTR). Victory Capital-IM provides specialized investment strategies to institutions, intermediaries, retirement platforms and individual investors.

The Teacher Retirement System of Texas (TRS) is a state-owned pension fund manager headquartered in Austin, Texas. The firm was founded by the Texas Legislature in 1937 to provide service and disability retirement benefits to teachers and administrators of the public school systems of Texas, which include institutions of higher education. In 1949, legislation expanded membership eligibility to include all employees of public education institutions. In 1985, TRS was assigned responsibility to administer health insurance program for public school retirees. The firm invests funds under its stewardship and delivers benefits to members as authorized by the Texas Legislature.

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.

SMH Capital Advisors LLC (SMHCA) is a registered investment advisor located in Fort Worth, Texas. The firm was formed in 1996 as Cummer/Moyers Capital Advisors, Inc. SMHCA was formerly a subsidiary of Sanders Morris Harris Group. The firm is now a wholly-owned by the Moyers Organization LLC.

Frost Bank provides banking services. The company was Founded in 1868 and is San Antonio, TX.

Frost Investment Advisors LLC is a SEC-registered investment advisor headquartered in San Antonio, Texas. The firm was founded in 1868 and is a wholly owned subsidiary of Frost Bank, itself wholly owned by Cullen/Frost Bankers, Inc. (NYSE: CFR). Frost Investment Advisors offers a family of diversified mutual funds and provides investment advisory services designed to meet the goals of their institutional, family office and individual clients.

Tree Line Capital Partners LLC (Tree Line Capital Partners) is a private credit asset management subsidiary of Trident Tree Line Management, Inc. founded in 2014 by Tom Quimby. The firm is headquartered in San Francisco, California.

JPMorgan Chase & Co. (Investment Management) (JPM-IM) is the investment management division of JPMorgan Chase & Co. (NYSE: JPM), a multinational investment bank and financial services holding company headquartered in New York City. JPM-IM offers investment solutions to individuals, corporations, governments and institutions.

Dimensional Fund Advisors Ltd. (DFAL) is a mutual fund management firm headquartered in London, UK. The firm was founded in 1990 and is a subsidiary of Dimensional Fund Advisors LP (DFA), ultimately held by Dimensional Holdings, Inc. in the US. DFAL provides sub-advisory services to DFA, a registered investment advisor, primarily in connection with DFA’s management of the US Dimensional Funds, and also certain institutional separate accounts.

University of Houston System offers higher education degrees and job training or vocational study programs. It offers about 280 undergraduate and graduate degree programs in fields such as business, education, humanities and law. It was founded in 1927 and is headquartered in Houston, TX.

RBC Capital Markets LLC is a full-service brokerage and financial services firm headquartered in New York City. They are a direct subsidiary of RBC USA Holdco Corp. and a wholly-owned indirect subsidiary of Royal Bank of Canada (TSE, NYSE: RY). Founded in 2010, the firm is comprised of 3 major business lines: the Private Client Group, the Fixed-Income Group and the Clearing and Execution Services Group. The Private Client Group serves individual investors, while the Fixed-Income Group provides services to institutions, municipalities and non-profit organizations. The Clearing and Execution Services Group is a provider of clearing and execution services to independent brokers/dealers throughout the US. RBC Capital Markets focuses on the following sectors: communications, media, consumer/retail, diversified industries, energy, financial institutions, forest products, healthcare, infrastructure finance, mining & metals, real estate, social infrastructure, technology and the US municipal markets.

Tendenci, Inc. is an open source content management systems. Its solution offers membership management, event calendar and registration, online payments, detailed reporting, job board, and business directories. The company was founded by Edward G. Schipul in 1997 and is headquartered in Houston, TX.

Texas Physical Therapy Specialists PC operates physical and occupational therapy clinics. Its services include aquatic therapy, breast cancer and oncology, chronic pain, conduction studies, functional capacity and hand therapy. The company was founded by Andrew C. Bennett in 2004 and is headquartered in San Antonio, TX.

Bold Production Services LLC provides field support and services for the oil and gas industry. It offers production and processing equipment designed to service a single well pad, multi well pad, production facility, or gathering system. The firm's modular method of design allows for a timely installation and simplifies the mobilization component of the project due to all of its assets being skid and trailer mounted. The company was founded in 2013 and is headquartered in Houston, TX.

CapFinancial Partners LLC, do-business-as CAPTRUST Financial Advisors (CAPTRUST), is a SEC-registered investment advisor and holding firm headquartered in Raleigh, North Carolina. The firm was founded in 2003 by James Miller and David Perkins. CAPTRUST provides investment advisory services to retirement plan fiduciaries, endowments, and foundations and wealth planning services to executives, business owners, and families.

The Texas Business Hall of Fame Foundation engages in recognizing the accomplishments and contributions of Texas business leaders, to perpetuate and inspire the values of entrepreneurial spirit. The company was founded in 1982 and is headquartered in Houston, TX.

Cumulus Digital Systems, Inc. engages in the development of Internet of Tools-powered industrial maintenance and construction management platform. It offers Cumulus – a cloud-hosted software platform that connects workers, tools, and data to manage maintenance and construction workflows. The company was founded by Mark Litke, Chiz Chikwendu, Matthew Kleiman, and Meghan Devine Golden and is headquartered in Cambridge, MA.

Rockpoint Group LLC (Rockpoint Group) is a private equity firm founded in 2003 by Bill Walton and Keith Gelb. The firm is headquartered in Boston, Massachusetts with an additional offices in San Francisco, Dallas, Seoul, and London.

Family Dynasty Advisors LLC is an investment management company that aims to achieve returns that outperform industry benchmarks. The private company is based in Lubbock, TX and was founded in 2018 by Michael David Caffey, who has been the CEO since 2018. The company's focus is on providing strategic investment management services to their clients.

Newport Global Advisors LP (Newport Global Advisors) is a private equity subsidiary of NGA HoldCo LLC founded in 2005 by Timothy Thomas Janszen and Ryan Lee Langdon. The firm is headquartered in The Woodlands, Texas.

Trammell Ventures, Inc (Trammell Ventures) is a venture capital firm founded in 2011 by Christina Johnson Sullivan. The firm is headquartered in Austin, Texas.

Overton Enterprises LLC designs and sells the small personal item belt. It offers specialty SPIbelt, SPIband, SPI messenger belt and kids' SPIBelt, as well as DVD's titled, Love Your Legs and the Love Your Core. The company was founded by Kim Overton on September 17, 2006 and is headquartered in Austin, TX.

Part of International Bancshares Corp., International Bank of Commerce (IBC) is a bank based in Laredo, TX. IBC Bank has been serving personal, business, and international clients since 1966. The bank offers a range of savings and investment options, including basic savings accounts, CDs, and brokerage services. IBC Bank provides personal, business, and international banking services with convenience and ease. The CEO of the company is Ignacio Urrabazo.

Masters Electrical Services Ltd. provides electrical services. It offers installation, repair, and maintenance of electrical systems for residential, commercial, industrial, and oil field customers. The company was founded in 2006 and is headquartered in Seguin, TX.