Richard Lee Todaro

Segall Bryant & Hamill LLC (SBH) is a SEC-registered investment advisory firm headquartered in Chicago, Illinois. The firm was founded in 1994 by Ralph Segall, Charles Bryant and Jonathan Hamill. They are a wholly owned subsidiary of Corient Holdings, Inc., which is owned by CI Financial Corp. (TSX: CIX; OTC: CIXXF) in Canada. SBH provides professional portfolio management of domestic and international equity and fixed income portfolios, and alternative investments, to institutional and intermediary clients. SBH became a signatory of the United Nations’ Principles for Responsible Investment (PRI) in 2017.

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.

Moxie Software, Inc. provides on-demand software solutions. The firm provides customer-centric enterprise social software suite that enables companies and organizations to connect employees, customers and partners to engage in business, share knowledge and collaborate and spaces by Moxie is a comprehensive solution that powers more than three billion social interactions per year for leading organizations in consumer services, financial, healthcare, high-tech and media and entertainment. The company was founded by Steven G. Papermaster, Brian K. Magierski and Colby Thames in 2006 and is headquartered in Sunnyvale, CA.

Towle & Co. (Towle) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Denver, Colorado. The firm was founded by J. Ellwood Towle in 1981. Towle manages public equity portfolios for families and institutions on a fully discretionary basis.

Great American Insurance Co. provides insurance products and services. Its services include property, casualty tax-deferred annuities, life, health and auto insurance products. The firm also focuses on commercial products for businesses and in the sale of annuities, life and supplemental health insurance products. The company was founded in 1872 and is headquartered in Cincinnati, OH.

Central Trust Co. is a trust company and investment management firm headquartered in Jefferson City, Missouri. The firm is a subsidiary of Central Bancompany, Inc. Central Trust Co. was founded in 2007 when Central Bancompany, Inc. combined the trust and investment management functions of Guaranty Trust Co., Boone County National Bank, Central Bank and Empire Bank. They manage portfolios for individuals, trusts, IRAs, corporations, retirement plans, charitable organizations and foundations.

Oppenheimer & Co., Inc. provides security brokerage services. It also offers investment banking and advice to high net worth investors, individuals, businesses and institutions. The company is headquartered in New York, NY.

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.

Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA.

BladeLogic, Inc. provides data center automation software solutions. The company was founded by Ittycheria and Vijay Manwani in 2001 and is headquartered in Houston, TX.

University of Washington functions as a College/University. The company is headquartered in Seattle, WA.

Stifel, Nicolaus & Co., Inc. (Stifel) is a dual-registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. Founded in 1890, the firm is a subsidiary of Stifel Financial Corp. (NYSE: SF), a financial service holding company. Stifel provides full-service brokerage and investment advisory services to individuals and their families, institutions and businesses, and financial advisors.

Lightbridge Communications Corp. provides wireless and wire-line network services and solutions. It serves governments, enterprises, and the telecommunications industry. The firm specializes in all facets of network planning, design, deployment, and optimization. Its services encompass consulting, design, deployment, performance and operations, maintenance services, and training through the Wireless Institute. The company was founded by Rajendra Singh in 1983 and is headquartered in Herdon, VA.

BR Spac Opportunity Fund LP provides investment services. The company was founded in 2016 and is headquartered in Los Angeles, CA.

B. Riley Securities, Inc. is a registered broker/dealer headquartered in Los Angeles, California. The firm is a subsidiary of B. Riley Securities Holdings LLC, ultimately owned by B. Riley Financial, Inc. (NASDAQ: RILY). The firm was formed in 2017, when B. Riley Financial, Inc. merged two of their brokers, B. Riley & Co. (founded in 1997) and FBR Capital Markets & Co. (founded in 1989), under the name of B. Riley FBR, Inc. B. Riley Securities provides research and trading ideas to institutional clients and high net-worth individuals. They provide investment banking services to a wide range of middle-market private and public companies.

Digi-Key Corp. distributes electronic components. It also distributes semiconductors, discrete, electromechanical parts. Its products include audio products, batteries, cable assemblies, capacitors, computer & video accessories, connectors, crystals & oscillators, discrete semiconductor products and many more. The company was founded by Ronald A. Stordahl in 1972 and is headquartered in Thief River Falls, MN.

Enterprise Bank & Trust (EBT) is an investment management firm headquartered in Clayton, Missouri. The firm is owned by Enterprise Financial Services Corp. (NASDAQ: EFSC). EBT offers a range of business and personal banking services, as well as wealth management services which include financial planning, estate planning, investment management and trust services to businesses, individuals, institutions, retirement plans and nonprofit organizations, and specialty banking such as third-party escrow, HOA, property management and SBA lending.

SunTrust Bank provides commercial banking services. The company was founded in 1999 and is headquartered in Richmond, VA.

Part of Morningstar, Inc., Morningstar Holland BV is a Dutch company that provides investment research. The company is based in Amsterdam, Netherlands. The company was founded in 2000. The CEO is Steven Smit.

Bank of America NA operates as a commercial banking branch office. The company is headquartered in New York, NY.

Fifth Third Bank, NA (Investment Management) (Fifth Third Private Bank) is the private banking division of Fifth Third Bank, NA, ultimately owned by Fifth Third Bancorp (NASDAQ: FITB). The firm is headquartered in Cincinnati, Ohio. Fifth Third Private Bank offers banking, investment and insurance products and services to private clients.

Shook, Hardy & Bacon LLP engages in the provision of legal services. It offers product liability, intellectual property, business litigation, public policy, and employment litigation and policy. The firm serves pharmaceutical and medical device, food, beverages and agribusiness, insurance and reinsurance, energy, and sports industries. The company was founded by Frank P. Sebree in 1889 and is headquartered in Kansas City, MO.

Missouri Technology Corp. provides solutions for technical and productivity issues. It offers research support as well as conduct commercialization programs. The company is headquartered in Jefferson, MO.

Part of LGC Ltd., Kirkegaard & Perry Laboratories, Inc. develops, manufactures, and markets immunochemicals. The company is based in Gaithersburg, MD. Kirkegaard & Perry Laboratories was acquired by SeraCare Life Sciences, Inc., part of LGC Ltd. from November 26, 2018 on August 19, 2013.

Immunomic Therapeutics, Inc. engages in the discovery and development of drugs. The firm specializes in DNA vaccines, lamp technology, allergy, oncology, animal health and infectious diseases. The company was founded by William G. Hearl, Bernard C. Rudnick and Thomas J. August and is headquartered in Rockville, MD.