Chris Abbott

BMO Bank NA (Investment Management) (BMO-IM) is the asset management division of BMO Bank NA, headquartered in Chicago, Illinois. They are ultimately held by the Bank of Montreal (TSE: BMO) in Canada. BMO-IM offers a variety of wealth management services, such as investment advisory, trust, banking, and financial planning, to institutions and high-net worth clients.

Kennedy Capital Management LLC (KCM) is a SEC-registered investment advisor headquartered in St. Louis, Missouri. The firm was founded by Gerald Kennedy and Richard Sinise in 1980 as Kennedy Capital Management, Inc. In November 2022, the firm converted from “Kennedy Capital Management, Inc.”, a Missouri S corporation, to “Kennedy Capital Management LLC”, a Delaware limited liability company. They are a subsidiary of KCM Holdings, Inc. KCM manages assets for institutional and high-net-worth clients.

Instinet LLC is a SEC-registered broker-dealer headquartered in New York City. The firm is the equities execution services arm of the Nomura Group. The firm was founded in 1969 and is a wholly owned subsidiary of Instinet Holdings, Inc., which is ultimately owned by Nomura Holdings, Inc. (TYO: 8604) in Japan. Instinet offers the institutional investment community a suite of tailorable solutions, which includes market insights and commentary, full-service trading desks, advanced algorithmic trading strategies, access to unique and specialized liquidity via their array of crossing pools, and a set of workflow solutions.

Bridge Trading Co. operates as an institutional agency brokerage firm. It trades stocks and options for financial institutions worldwide. The company was founded on June 29, 1987 and is headquartered in St. Louis, MO.

Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry.

40/86 Advisors, Inc. (40/86) is a SEC-registered investment advisor headquartered in Carmel, Indiana. Formerly known as Conseco Capital Management, Inc., the firm was founded in 1981 and is a wholly-owned subsidiary of CNO Financial Group, Inc. (NYSE: CNO). 40/86 provides portfolio management services primarily to affiliated and limited unaffiliated insurance companies.

Founded in 1992 by Brian Stark and Michael Roth, Stark & Roth LLC is a registered investment advisor and hedge fund manager located in Milwaukee, Wisconsin. The firm is a subsidiary of Stark & Roth Holding, Inc.. Stark & Roth also does business as Stark Investments.

Capital For Business Inc (CFB) is a private equity subsidiary of Commerce Bancshares, Inc. (Missouri) founded in 1959. The firm is headquartered in St. Louis, Missouri.

Major Custom Assemblies, Inc. manufactures and distributes electro-mechanical and cable assemblies. It offers custom cable assemblies, wire harnesses, electronic sub systems, automated lead wires, coaxial assemblies, flat ribbon cables, sealed assemblies, over-mold cables, fiber optic assemblies, and flexing tubing assemblies, as well as cable harnesses, power cords, computer cables, mechanical assemblies, and circuit boards. The firm also distributes connectors, wire, cable, and related accessories. The company was founded on November 20, 2001 and is headquartered in Bridgeton, MO.

Major Custom Cable, Inc. manufactures data and communications cable. Its products include adapter and adapter panels, cassettes, fiber patch cables, fusion splice accessories, fusion splice kits, MTO or MPO cables, multi-fiber trunk cables, and patch panels, pre-terminated loose tube cables and wall mount enclosures. The company was founded in 1990 and is headquartered in Jackson, MO.

PNC Capital Advisors LLC (PCA) is a SEC-registered investment advisor headquartered in Baltimore, Maryland. The firm is a wholly-owned direct subsidiary of PNC Bank, NA, which is wholly-owned by The PNC Financial Services Group, Inc. (NYSE: PNC), a financial holding company. The firm was founded in 2009 from the business combination of PNC Capital Advisors, Inc. and Allegiant Asset Management Co. following the acquisition of National City Corp., the parent of Allegiant, by PNC. PCA provides taxable fixed income discretionary investment advisory services to institutional accounts.

JAG Capital Management LLC (JAGCM) is a SEC-registered investment advisor headquartered in St. Louis, Missouri. The firm was founded in 2011 and is a wholly-owned subsidiary of J.A. Glynn & Co., which is 100% owned by firm employees. JAGCM provides portfolio management services to institutions and individuals, primarily in the US. The firm also serves as the Adviser to the JAG Large-Cap Growth Fund.