Cam Sadler

Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world.

Charlesbank Capital Partners LLC (Charlesbank Capital Partners) is a private equity firm co-founded in 1997 by Michael Eisenson, Kim Davis, Tim Palmer, Michael Thonis, Mark Rosen and Brandon White. The firm is headquartered in Boston, Massachusetts.

Prio Wealth LP is an independent, SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 1988 and formerly known as Seaward Management Corp. Prio Wealth provides investment management and financial planning advice to high-net-worth individuals, families, and non-profit institutions.

The Bank of New York Mellon Corp. (Wealth Management) (BNY Mellon Wealth Management) is the wealth management division of The Bank of New York Mellon Corp. (NYSE: BK), an investment banking services holding company headquartered in New York City. The firm was formed from the merger of The Bank of New York and the Mellon Financial Corporation in 2007. BNY Mellon Wealth Management provides investment management, wealth management and banking services to individuals, families, family offices, charitable gift programs, endowments and foundations.

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.

Founded in 1994, Eaton Vance Distributors, Inc. is a broker/dealer located in Boston. The firm is a subsidiary of Eaton Vance Corp. (NYSE: EV).

Eventide Asset Management LLC (Eventide) is an independent, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 2008 by Finni Kuruvilla, Jason Myhre, Roben John, David Barksdale and Anil Thomas. Eventide provides portfolio management for registered mutual funds and offers non-discretionary Model Allocations and Models to financial intermediaries such as wrap fee program sponsors.

Strategas Securities LLC is a registered institutional brokerage firm headquartered in New York City. The firm was founded in 2008 by Jason DeSena Trennert, Nicholas Bohnsack, and Don Rissmiller. They are owned by Strategas Research Partners LLC. Strategas Securities provides macro research, corporate advisory and capital markets services to institutional managers and corporate executives in more than 20 countries across the globe.

AllianceBernstein LP (AB) is a SEC-registered investment advisor and mutual fund manager headquartered in Nashville, Tennessee. Founded in 2000, the firm is owned by Equitable Financial Life Insurance Co., ultimately held by Equitable Holdings, Inc. (NYSE: EQH). AB provides investment advice to investment companies, pension and profit-sharing plans, banks and thrift institutions, trusts, estates, government agencies, charitable organizations, individuals, corporations and other business entities.

Jefferies LLC is a global investment bank and institutional securities firm headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Jefferies Group LLC, ultimately held by Jefferies Financial Group, Inc. (NYSE: JEF). Jefferies provides corporate clients with research and execution services in equity, fixed income, and foreign exchange markets, as well as a full range of investment banking services such as underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia.

Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis.

New Heritage Capital LLC (New Heritage Capital) is a private equity firm founded in 1987 by Mark Jrolf, Charlie Gifford and Nickie Norris. The firm is headquartered in Boston, Massachusetts.

Leerink Partners LLC is a full-service brokerage and investment banking firm headquartered in Boston, Massachusetts. The firm was founded by Jeffrey Leerink in 1995 and formerly known as SVB Securities LLC. They rebranded as Leerink Partners in 2023. The firm is a subsidiary of SVB Securities LLC. Leerink Partners provides institutional sales, equity research, institutional trading, and corporate finance and asset management services to the healthcare and technology industries. They offer superior execution capabilities in common stock, convertibles and derivatives with a singular focus on healthcare and a knowledge-led approach.

Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team.

Philpott Ball & Werner, Inc. provides investment banking services. It specializes in advising middle market companies. The company services include company sales, subsidiary divestitures, mergers, acquisition advisory, fairness opinions, business valuations and strategic alternative studies. Philpott Ball & Werner was founded by George M. Ball on January 4, 1991 and is headquartered in Charlotte, NC.

FIAM LLC (do-business-as Fidelity Institutional Asset Management) is a SEC-registered investment advisor headquartered in Smithfield, Rhode Island. The firm was founded in 2006 and formerly known as Pyramis Global Advisors LLC. They are wholly-owned by FIAM Holdings LLC, which in turn is owned by FMR LLC, aka Fidelity Investments. FIAM provides discretionary investment management services to institutional accounts. They also sub-advice funds or accounts for affiliated advisers and unaffiliated advisers.

Rocaton Investment Advisors LLC (Rocaton) is a registered investment advisor headquartered in Norwalk, Connecticut. The firm was founded in 2002 and was acquired in 2019 by GSAM Holdings LLC, which is ultimately owned by Goldman Sachs Group, Inc. (NYSE: GS). Rocaton provides investment advisory and retirement plan consulting services, on a discretionary or nondiscretionary basis to corporate, nonprofit, public, healthcare, insurance and wealth management organizations and high net worth individuals.

Sensible Financial Planning & Management LLC (Sensible Financial) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Waltham, Massachusetts. The firm was founded by Frederick "Rick" Miller in 2002. Sensible Financial provides both investment supervisory services and fee-only financial planning services for individuals, pension plans, profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities.

Fencing Supply Group (FSG) is a group of industry-leading fencing distributors founded in 2021. The company is based in Atlanta, GA and has subsidiaries in the United States. FSG businesses serve professional fencing contractors who provide new, improvement, and repair fencing services across residential, industrial, commercial, and infrastructure end markets. The FSG model combines local relationships, service, and expertise with national scale and resources to benefit customers, employees, and suppliers. FSG is the largest wholesale distributor and manufacturer of fencing and outdoor living supplies in the United States. Current FSG companies include Binford Supply, Cedar Supply, Fence Supply, Merchants Metals, Pro Access Systems, and Sharon Fence Distributors, which collectively operate 60 branches across 30 states. Andrea Hogan has been the CEO of the company since 2021.

Amtd Group Co. Ltd. is a holding company based in Road Town, the British Virgin Islands. The There is no available country named vg company operates in various sectors including digital, media and culture, education, and training. Chi Kin Choi has been the CEO of the company since 2016.

Lincoln Capital Corp. is an independent fee-only investment management firm headquartered in East Greenwich, Rhode Island. Founded in 1991, the firm provides personalized financial planning and asset management services for individuals, families, small- to mid-sized businesses, and non-profit organizations throughout the country.

MiTek, Inc. engages in the diversified global supplier of software, engineered products, services and automated manufacturing equipment. It offers machinery, connectors, engineering products, and software solutions. The company was founded in 1955 and is headquartered in Chesterfield, MN.

Established in 1907, Amica Mutual Insurance Co. is the oldest mutual insurer of automobiles in the United States. Amica Mutual offers auto, homeowners, marine and excess liability insurance. They are headquartered in Lincoln, Rhode Island.

Shanghai Jialong Daydaycook Information Technology Co. Ltd. provides home cooking services. It offers recipes such as special, cereal, sponsored, seasonal, recipes for kids, holiday, vegetarian, dessert, healthy, and simple recipes. The company was founded by Norma Chu in 2012 and is headquartered in Hong Kong.

Accel-KKR LLC (Accel-KKR) is a private equity firm founded in 2000 by Thomas Barnds. The firm is headquartered in Menlo Park, California.

Strategas Asset Management LLC (SAM) is a registered investment advisor headquartered in New York City. The firm was founded by Nicholas Bohnsack and Jason Trennert in 2014. They are a wholly-owned subsidiary of Baird Financial Corp., which in turn is wholly-owned by Baird Financial Group, Inc. SAM offers the Model Delivery Service to clients that invest directly, or on behalf of their clients. Generally, their clients include (without limitation) institutions such as broker-dealers and investment advisers.

AMTD Group Co. Ltd. engages in the provision of financial solutions. It operates through the following business lines: investment banking, asset management, insurance brokerage, and strategic investment. The company was founded on September 23, 2005 and is headquartered in Hong Kong.

Reynders, McVeigh Capital Management LLC (RM) is an independent, SEC-registered investment adviser and wealth management firm headquartered in Boston, Massachusetts. The firm was founded by Charlton “Chat” Reynders III and Patrick McVeigh in 2005. RM offers discretionary investment management services to separately managed accounts and acts as investment adviser to the Reynders, McVeigh Core Equity Fund, a mutual fund series of the Capitol Series Trust, a registered open-end management investment company.