Thomas Joseph Berthel

Berthel Growth & Income Trust I provides business development and investment services. The company was founded on February 2, 1995 and is headquartered in Marion, IA.

The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY.

Novelis, Inc. engages in the production of aluminum rolled products. The firm also recycles aluminum. It supplies premium aluminum sheet and foil products to transportation, packaging, construction, industrial and consumer electronics markets throughout North America, Europe, Asia and South America. The company was founded on September 21, 2004 and is headquartered in Atlanta, GA.

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

Principal Global Investors LLC, dba Principal Asset Management (Principal AM), is a SEC-registered investment advisor headquartered in Des Moines, Iowa. The firm was founded in 1998 and is a wholly owned subsidiary of the Principal Global Investors Holding Co. (US) LLC and their ultimate parent is Principal Financial Group, Inc. (NASDAQ: PFG). Principal AM provides investment advisory services to institutional investors and individuals on a discretionary or non-discretionary basis.

Farm Bureau Mutual Insurance Co. engages in the provision of insurance and brokerage services. It offers property, casualty, life insurance, and investment products, to farmers, ranchers, and agricultural businesses. The company is headquartered in West Des Moines, IA.

Founded in 2004, SagePoint Financial, Inc. is a dually-registered SEC-registered investment advisor and broker-dealer headquartered in Phoenix, Arizona. The firm is a subsidiary of Advisor Group, Inc., a wholly-owned subsidiary of Advisor Group Holdings, Inc., which is owned by a consortium of investors that includes Lightyear Fund III LP (an investment fund affiliated with Lightyear Capital LLC) and PSPIB Lunar Investments Inc. (a wholly-owned vehicle of the Public Sector Pension Investment Board). SagePoint Financial was formerly known as AIG Financial Advisors.

Part of West Bancorporation, Inc., West Bank is a state chartered commercial bank based in West Des Moines, IA. West Bank operates as a commercial bank under state charter. David D. Nelson has been the CEO of the company since 2010.

United Fire & Casualty Co. engages in the business of writing property and casualty insurance and life insurance and selling annuities through a network of independent agencies. The company operates through following business segments: Property and Casualty Insurance, and Life Insurance. The Property and Casualty Insurance segment includes commercial lines insurance, including surety bonds, personal lines insurance and assumed insurance. The Life Insurance segment is comprised of deferred and immediate annuities, universal life insurance products and traditional life insurance products. The company was founded in 1946 and is headquartered in Cedar Rapids, IA.

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.

Founded in 1995 by Eric Schwartz, Cambridge Investment Research, Inc. is an independent broker/dealer located in Fairfield, Iowa. The firm is a subsidiary of Cambridge Investment Group, Inc. They specialize in fee-based advisory solutions. Cambridge Research offers a full array of trading and execution services for their clients. They do not provide any internal research. Cambridge research is registered in 50 states and clears through National Financial Services LLC and Pershing LLC

Part of Sumitomo Corp., PT Oto Multiartha is a company that operates OTO.CO.ID, the first Indonesian automotive portal. The company is based in Jakarta Selatan, Indonesia. The website provides a platform for customers to explore and finance their dream cars through credit simulations and customer applications.

OctoML, Inc. provides artificial intelligence and machine learning services. The company was founded by Luis Ceze and Jason Knight and is headquartered in Seattle, WA.

Hulu LLC engages in the provision of online television streaming services. It offers television shows, clips, movies, and other streaming media services. The company was founded in 2008 and is headquartered in Santa Monica, CA.

Wiffledan, Inc. designs and develops application software. Its Vhoto technology enables users to import video from their device library or use the Vhoto camera to capture new shots. The firm Vhoto application evaluates video frames on various dimensions, including blur, contrast, faces, smiles, novelty, and user intent; and extracts the best moments as still photos. The company was founded by Hugh Crean and Noah Heller in 2012 and is headquartered in Boston, WA.

Brett & Sands Professional Services, Inc. provides accounting services. It offers legal, tax preparation and translation and interpretation services. The company was founded in 2007 by Leslie Brett and Ana Sands and is headquartered in Orange Beach, AL.

Lopez Foods, Inc. processes meat products such as beef patties, breakfast sausage, chicken and other pork, beef and chicken products. The company was founded in 1968 and is headquartered in Oklahoma City, OK.

Founded in 2001, American Capital Partners LLC (ACP) is a broker/dealer located in Hauppauge, New York. The firm has affiliated offices in New York City, Baldwin, New York, East Meadow, New York, Fairfield, Connecticut, Farmingdale, New York, Huntington, New York, Medford, New York and Scottsdale, Arizona. ACP serves the needs of experienced investors and traders who are willing and able to incur higher degrees of risk. They generally recommend securities listed on the NYSE and NASDAQ but they may also recommend other investments such as mutual funds and short sale and/or options strategies. ACP provides independent research. They are generalists that are opportunistic and employ a long/short investment philosophy. On the long side, ACP utilizes bottom-up, fundamental research to identify undervalued and under-followed companies without regard for market-cap or sector. In general, the firm does not invest in biotechnology or biopharmaceuticals. When recommending a long position, ACP looks for companies with low p/e, low price/cash flow, low price/book value and strong balance sheets, which generate cash and are profitable or will generate profit in the near term. On the short side, they position portfolios in order to hedge against economic or market downturns. In this instance, ACP looks for companies with high p/e or cash flow multiples, deteriorating business model or franchise value, poor or weakening cash flow and earnings and/or a change that undermines the business model.

General Electric Capital Corp. provides financial products and services. Its services include commercial loans and leases, fleet management, financial programs, credit cards, personal loans, and other financial services. The firm’s solutions include energy finance and aviation finance. The company was founded in 1943 and is headquartered in Norwalk, CT.

Part of PT Sinar Mas Group, PT Lontar Papyrus Pulp & Paper Industry is an Indonesian company that manufactures paper products. The company is based in Jambi, Indonesia. The company was founded in 1974. - Hendri has been the CEO of the company since 2017.

Kovitz Investment Group Partners LLC (Kovitz) is a SEC-registered investment advisor headquartered in Chicago, Illinois. In January 2016, the firm underwent an organizational change to carry on the advisory business of its predecessor, Kovitz Investment Group LLC, which was founded in October 2003, after their owners left Rothschild Investment Corp. They are now direct, wholly owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Kovitz provides investment management, wealth management, and financial planning services to individual and institutional clients. Their institutional clients include endowments, employee benefit (ERISA) plans, corporations, and other entities.

Rothschild Investment Corp. (Rothschild) is an independent, SEC-registered investment advisor headquartered in Chicago, Illinois. The firm, originally known as Rothschild & Company, was founded in 1908 by Monroe Rothschild and his brother-in-law Samuel Karger. Rothschild provides highly personalized asset management services to their clients such as individuals, families, trusts and estates; high-net worth individuals; pension and profit-sharing plans, IRAs; charitable organizations and foundations; and corporations or other businesses.

XETA Technologies, Inc. engages in the provision of telecommunications systems and services. Its applications include contact centers, message management system, and integrated multi-media applications. The company was founded in 1981 by Mark A Agee and is headquartered in Broken Arrow, OK.

Part of Asia Pulp & Paper Co. Ltd., PT Pindo Deli Pulp & Paper Mills operates pulp and paper mills. The company is based in Jakarta, Indonesia.

Madrona Venture Labs Inc (Madrona Venture Labs) is a venture capital firm subsidiary of Madrona Venture Group LLC founded in 2014. The firm is headquartered in Seattle, Washington.

High Tech Electric LLC provides electrical contracting services, which include new construction, voice data and video communications, security & alarm systems, lighting protection, and electrical maintenance & troubleshooting. It has offices in Des Moines and Pickstown. The company was founded in 2001 and is headquartered in Sioux City, IA.

Unruly Studios, Inc. operates as an educational technology company. The company was founded by Bryanne Leeming, David Kunitz and Paayal Khanna in 2015 and is headquartered in Boston, MA.