Steve Santore

Shell Oil Co. manufactures petrochemicals and distributes gas and oil products. The company was founded in 1912 and is headquartered in Houston, TX.

D. A. Davidson & Co. is a dually SEC-registered investment adviser and FINRA broker-dealer headquartered in Great Falls, Montana. The firm was founded in 1935 and is a subsidiary of D.A. Davidson Companies, a financial service holding company. They provide liquidity and execution in small & mid-cap stocks to a wide range of institutional investors, including mutual fund and money managers around the world.

Carlson Capital LP is an independent, SEC-registered investment advisor and alternative asset management firm headquartered in Dallas, Texas. The firm was founded by Clinton Carlson in 1993. Carlson Capital provides discretionary investment advisory services to privately-offered pooled investment vehicles and certain managed accounts.

Eaton Vance Management (EVM) is a SEC-registered mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1979 when Eaton & Howard merged with Vance, Sanders & Co. Prior to March 2021, they were a wholly-owned subsidiary of Eaton Vance Corp. Their direct owner is Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). EVM offers advisory services in a variety of equity, income, mixed-asset and alternative strategies to institutional clients, mutual funds, other pooled investment vehicles, and retail separately managed accounts.

eStyle, Inc. owns and operates retail shops selling baby products. The company was founded by Laurie McCartney and Lori D. Goler in 1999 and is headquartered in Los Angeles, CA.

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.

Part of Federated Hermes, Inc., Investment Advisers, Inc. is a company that provides investment and other related financial services. The company is based in Bloomington, MN. Investment Advisers was acquired by Federated Hermes, Inc. from Lloyds TSB Group Plc on September 20, 2000.

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.

William Blair & Co. LLC (William Blair) is a SEC-registered broker/dealer firm headquartered in Chicago, Illinois. The firm was founded by William McCormick Blair in 1935 and is a subsidiary of WBC Holdings LP. Until 1941, they were known as Blair, Bonner & Co. William Blair provides broking services to individual, institutional and issuing clients.

Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL.

Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY.

Founded in 2009, Brasada Capital Management LP is a hedge fund manager located in Houston, Texas. They manage the Brasada Value Opportunities Fund LP and the Brasada Strategic Growth Fund LP.

Lazard Asset Management LLC (LAM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1970 and is a wholly-owned subsidiary of Lazard Frères & Co. LLC, ultimately held by Lazard, Inc. (NYSE: LAZ). LAM manages investment portfolios and provides investment advice to institutional and individual investors around the world.

Part of Shell Plc, Coral Energy LP operates oil, gas, and nuclear energy businesses. The company is based in The Hague, Netherlands.

Part of Marsh & McLennan Cos., Inc., William M. Mercer Cos. LLC is a company that provides insurance and reinsurance services worldwide as a broker, agent, or consultant for clients. The company is based in New York, NY.

The Caprock Group LLC (Caprock) is a SEC-registered investment advisor and wealth management firm headquartered in Boise, Idaho. The firm was co-founded in 2005 by Mark Gustafson, Richard Rock, William G. Gilbert, Jr., and Gregory A. Brown. Caprock provides fee-only private wealth management, family office and advisory services to individuals, families, corporate pension and profit-sharing plans, trusts, charitable institutions, foundations, endowments and family-owned corporations, limited liability companies and limited partnerships.

Part of JPMorgan Chase & Co., JPMorgan Fleming Asset & Wealth Management provides asset management services. The company is based in New York, NY.

TD Securities, Inc. is a Canadian broker/dealer headquartered in Toronto, Ontario. The firm is a subsidiary of The Toronto-Dominion Bank (NYSE, TSE: TD). TD Securities provides a wide range of capital market products and services to corporate, government and institutional clients. Their services also include the underwriting and distribution of new debt and equity issues, providing advice on strategic acquisitions and divestitures and executing daily trading and investment needs. The firm’s equity group provides research coverage of various sectors. Their fixed-income group provides a full range of underwriting sales and trading products for Canadian, US and European debt issuers and investors.

Standard & Poor's Financial Services provides financial market intelligence services. It offers credit ratings, indices, risk evaluation, investment research and data to the financial decision-makers. The company was founded in 1860 and is headquartered in New York, NY.

Accenture LLC operates as a global management consulting, technology services and outsourcing company. The company is headquartered in Reston, VA.