Stephen Sontag

Tocqueville Asset Management LP (Tocqueville) is a SEC-registered investment advisor headquartered in New York City. Founded in 1985, the firm’s business and affairs are managed by Tocqueville Management Corp., their General Partner. Tocqueville manages investments for high-net-worth individuals and families, institutions, family offices and through the various Tocqueville mutual funds.

Gamble Jones Investment Counsel (GJIC) is a SEC-registered investment advisor and wealth management firm headquartered in Pasadena, California. The firm was founded by Jim Gamble in 1956 as Gamble, Jones, Morphy & Bent. In 2023, they were acquired by Cerity Partners LLC, a subsidiary of Palladium Partners LLC. GJIC provides investment advisory services to individuals, family groups, foundations, endowment funds, trusts, pension, and profit-sharing plans.

Trillium Asset Management LLC is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Joan Bavaria in 1982 as Franklin Research & Development Co. Trillium Asset Management manages equity, fixed income, and balanced separate accounts for individuals, foundations, endowments, religious institutions and other non-profit and for-profit institutional clients.

Chatham Financial Corp. provides management and financial consultancy services. Its services include corporates, infrastructure, private equity, and real estate. The company was founded by J. Michael Bontrager in 1991 and is headquartered in Kennett Square, PA.

Sterling Investment Management LLC (Sterling) is an independent wealth management firm and registered investment advisor headquartered in Tucson, Arizona. The firm was founded by John H. Payne in 1995 as Sterling Investment Management LLC and became a limited liability company in 2022. Sterling provides sophisticated portfolio management services to high-net-worth individuals, endowments, foundations, and corporations located throughout the US.

Progressive Investment Management Corp. (Progressive) is an independent, SEC-registered investment adviser headquartered in Lake Oswego, Oregon. The firm was founded in 1987 as Portfolio 21 Investments, Inc. Progressive provides investment management services on a discretionary basis to individuals, retirement plans, corporations, trusts, charitable organizations, endowments, and foundations. The firm offers separately managed accounts that may invest in individual stocks and bonds, mutual funds and Exchange Traded Funds (ETFs) that uses several investment strategies.

Honeywell Aerospace provides integrated avionics, engines, systems and services for aircraft manufacturers. The firm's products include avionics and electronics, air transport systems, business and general aviation systems, defense electronics, fasteners and hardware, bearings, electrical and electromechanical components, seals, pneumatic systems and components, hydraulic systems, integrated environmental control systems, wheel and brake products, auxiliary power units, ground power units, propulsion engines, space systems and services and microelectronics. The company was founded in 1985 and is headquartered in Phoenix, AZ.

GoDaddy Media Temple, Inc. provides web hosting and application software development services. Its solution areas encompass virtual private server hosting, shared web platforms, clustered architecture systems and software and hardware development. The firm's customers include bloggers, professionals, enterprises, and start-up businesses. The company was founded by Demian Sellfors in 1998 and is headquartered in Culver City, CA.

First Bank Richmond NA provides banking services. Its services include personal and business banking, retail lending and trusts & investments. The company was founded in 1887 and is headquartered in Richmond, IN.

Prisma Graphic Corp. provides commercial lithographic printing services. The firm designs, prints and distributes brochures, books, catalogs, and marketing materials for corporations. The company was founded in 1980 and is headquartered in Phoenix, AZ.

Reid Hospital & Health Care Services, Inc. provides healthcare and medical services. It voluntarily gathers and reports data in accordance to Centers for Medicare & Medicaid Services (CMS). The company was founded by Daniel G. Reid on July 27, 1905 and is headquartered in Richmond, IN.

The Richmond Symphony is the performing arts organization in Central Virginia. The company was founded in 1957 and is headquartered in Richmond, VA.

GoDaddy.com LLC provides domain name registration, website development, and hosting solutions. Its products include Domains, Websites, Hosting, Web Security, Email and Office and Online Marketing and services include Domains and Design Services. The firm’s specializes in hosting, email management, online certification, account renewal, and upgrades. The company was founded by Robert Parsons in 1997 and is headquartered in Scottsdale, AZ.

Mantucket Capital Management Corp is a Private equity firm. The firm is founded in the year 1998. The firm is headquartered in Colorado, US.

WebPT, Inc. engages in the development of rehab therapy platform for enhancing patient care. Its solutions include practice management, interoperability, onboarding, and clinical supplies. The company was founded by Brad Jannenga and Heidi Jannenga in 2006 and is headquartered in Phoenix, AZ.

Charles Schwab & Co., Inc. is a FINRA-registered broker/dealer headquartered in San Francisco. The firm is a subsidiary of the Charles Schwab Corp. (NYSE: SCHW). They are members of the Chicago Board Options Exchange, NASDAQ and NYSE Arca, Inc. Charles Schwab & Co. is an exchange member engaged in exchange commission business other than floor activities. They also retail mutual funds and OTC corporate equity securities. In addition, the firm underwrites and/or sells corporate securities, underwrites and/or sponsors mutual funds, is a put and call broker/dealer and/or option writer and provides investment advisory services

Interactive Sites, Inc. is a private company that specializes in providing marketing and technology services to the hospitality industry. The company is based in Scottsdale, AZ. With over 22 years of experience, they have established themselves as a reliable and trusted partner for businesses in this sector.

Avenue 81, Inc. provides landing page generator software. Its application enables publishers to create landing pages that capture customer information and convert website visitors into potential customers. The company was founded by Simon Payne, Tracy Simmons, and Clay Collins on January 8, 2010 and is headquartered in Minneapolis, MN.

Warren Equity Partners Manager LP (Warren Equity Partners) is a private equity firm founded in 2015 by Steven Wacaster, Scott Bruckmann and Henrik Dahlback. The firm is headquartered in Jacksonville, Florida.

Reid Health Foundation functions as a foundation or endowment. The private company is based in Richmond. The CEO of the American company is Craig C. Kinyon.

GREAT NORTH CAPITAL MANAGEMENT LP (Great North Ventures) is a venture capital firm founded in 2017 by Ryan J Weber, Robert J Weber and James DonFrancesco. The firm is headquartered in Maple Grove, Minnesota.

Urban Air Adventure Park operates as an indoor amusement parks. The company was founded by Michael O. Browning, Jr. and is headquartered in Grapevine, TX.

Birdcall Holdings LLC is a company that aims to make natural foods accessible. The company is based in Denver, CO. The company offers a variety of food options, including nutrient-rich salads and crispy chicken sandwiches made with 100% all-natural ingredients. In addition to dine-in options, they also offer takeout, drive-thru, curbside, and delivery services. Birdcall also provides gluten-free options, kids' meals, hand-crafted cocktails, local brews, and milkshakes. The company was founded in 2016 by Peter Newlin. Mark Lohmann has been the CEO of the company since 2022.

Drip Global, Inc. is an e-commerce customer relationship management platform. The company was founded by Rob Walling and Clay Collins and is headquartered in Minneapolis, MN.

Dynamic National, Inc. operates as a commercial roofing company. The company is based in Frisco, TX and has subsidiaries in the United States. The company was founded in 2009 by Jed Sybrowsky.

CES Power LLC, founded in 2000 by Greg Landa, is a company based in Memphis, TN that provides dependable and secure power solutions across broadcasting, entertainment, and industrial domains. The company offers a wide range of event services, including event power generation, temporary power distribution, site planning, real-time monitoring, and event cooling solutions. CES Power has subsidiaries in the United States and was acquired by Allied Industrial Partners LLC from Ring Power Corp. on July 22, 2021.

FinDec Wealth Services, Inc. (FDW) is a SEC-registered investment advisor headquartered in Stockton, California. The firm was founded in 2020 and is primary owned by FinDec Co. FDW provides comprehensive financial planning, wealth management, and workplace benefits consulting and related services to individuals, pension and profit-sharing plans, charitable organizations, state or municipal government entities and corporations or other businesses not listed above.

Big Band Software LLC provides B2B SaaS software solutions. The private company is based in Saint Paul, MN. The company was founded by Jason Heath, Chris Reedy, Kevin McArdle. Kevin McArdle has been the CEO since incorporation.