Brian Joseph Gift

Barings LLC is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Founded in 1940, the firm is direct subsidiary of MM Asset Management Holding LLC and their ultimate parent is Massachusetts Mutual Life Insurance Co. (MassMutual). MassMutual?s affiliated companies include financial services companies that provide investment management services and individual protection insurance to clients worldwide. Barings provides a broad range of investment advisory and management services to institutional clients, registered investment companies, and other pooled investment vehicles.

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.

Eagle Asset Management, Inc. (Eagle) is a SEC-registered investment advisor headquartered in St. Petersburg, Florida. The firm was founded in 1976 by Tom James and is a wholly owned subsidiary of Carillon Towers Advisers, Inc., which is wholly owned by Raymond James Financial, Inc. (NYSE: RJF). Eagle provides portfolio management services to institutions and high net-worth clients (individual investors, trusts and smaller employee benefit plans) and serves as the investment subadvisor to the Carillon Funds.

Cowen & Co. LLC is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 2004 and is a subsidiary of Cowen Holdings, Inc., ultimately owned by The Toronto-Dominion Bank (TSE: TD) in Canada. Cowen & Co. offers industry-focused investment banking for growth-oriented companies, domain knowledge-driven research and a sales and trading platform for institutional investors. Their institutional sales and trading business serves both equity and fixed-income clients. Sales and trading execution platform is structured around the following key verticals: (1) healthcare (2) technology, telecommunications and media (TMT) (3) REITs and financials (4) aerospace and defense (5) consumer and (6) alternative energy.

Truist Securities, Inc. is a registered broker-dealer headquartered in Atlanta, Georgia. The firm was founded in 1894 as SunTrust Robinson Humphrey, Inc. In 2020, the firm was renamed following the integration of SunTrust Robinson Humphrey and BB&T Capital Markets. The firm is a subsidiary of Truist Financial Corp. (NYSE: TFC) and is an active market maker in equity and fixed-income products. Truist Securities delivers a comprehensive range of strategic advisory, capital raising, risk management, and financing solutions, as well as a dynamic suite of sales, trading, and research services in both fixed-income and equity. Their strategies are carefully tailored to meet the needs and vision of their clients.

The London Company of Virginia LLC (The London Company) is a SEC-registered investment advisor headquartered in Richmond, Virginia. The firm was originally founded in 1994 by Stephen Goddard. In their present state, the firm was formed in 2012 through a corporate reorganization in connection with a minority equity investment made in the firm by LPC London LP, an affiliate of Lincoln Peak Capital. They are a subsidiary of TLC Holdings LLC. The London Company provides discretionary portfolio management services to individuals and institutional investors through separately managed accounts, mutual funds and select channels.

Founded in 1999 by the late Thomas Watson, Janney Montgomery Scott LLC (JMS) is a full-service financial services firm and registered broker/dealer headquartered in Philadelphia, Pennsylvania. The firm is a subsidiary of Independence Square Properties LLC, itself a subsidiary of Penn Mutual Insurance Co. Their ultimate parent is Harleysville Mutual Insurance Co. JMS is a member of the NYSE, the SIPC and FINRA. The firm provides comprehensive financial advice and services to individual, corporate and institutional investors. Their primary coverage verticals include the consumer, technology, financials and infrastructure sectors.

FC Capital Management LLC (Frontier Growth) is a private equity firm founded in 1999 by Andrew Lindner and Richard Maclean. The firm is headquartered in Charlotte, North Carolina.

Sidoti & Co. LLC (S&C) is a registered broker and equity research firm headquartered in New York City. The firm is a subsidiary of Sidoti Holding Co. LLC and was founded in 1999. S&C provides research exclusively to institutional investors. The firm covers the following sectors: housing, retail, basic industries, technology, business services, capital goods, automotive, computer software, regional banking, telecommunications, entertainment, healthcare and consumer products. Their analysts conduct their own due diligence which includes visiting companies and meeting with operating and financial management. In addition, the firm's analysts focus on fundamentals, particularly cash flow from operations and EPS.

Signature Financial Management, Inc. (dba Brown Advisory) is a SEC-registered asset management firm headquartered in Norfolk, Virginia. The firm was founded by Susan Colpitts in 1994 and is a wholly owned subsidiary of Brown Advisory, Inc. Brown Advisory provides integrated wealth management services to high-net worth individuals and their families, as well as to a small number of charitable trusts and foundations.

Boenning & Scattergood, Inc. (Broker) (Boenning & Scattergood-Broker) is the registered broker-dealer division of Boenning & Scattergood, Inc., a financial services firm headquartered in West Conshohocken, Pennsylvania. The firm was founded by Henry D. Boenning in 1914. Boenning & Scattergood-Broker provides retail investors, municipal clients, and institutions a full complement of financial services, including retail brokerage, investment advisory, equity research, equity and fixed income sales and trading, investment banking, public finance, and option strategy.

The Appleton Group LLC (Appleton Group) is a SEC-registered investment advisor headquartered in Appleton, Wisconsin. The firm was founded by Mark Scheffler in 2002 and was acquired by Johnson Financial Group, Inc. in 2023. Appleton Group provides professional, full-time investment advisory and fiduciary services for a wide variety of clients, who includes private clients, employer sponsored plans and non-profit endowments.

The Posse Foundation is a non-profit company based in New York, NY. Posse Foundation was founded by Deborah Bial.

Mooring Financial Corp. is a private investment firm headquartered in Vienna, Virginia. The firm was founded by John Jacquemin in 1982. Mooring Financial manages alternative assets for high-net-worth individual and institutional investors.

Discovery Place, Inc. offers and exhibits educational programs that inform, challenge and engage audiences of all ages. It operates discovery place and charlotte nature museum and discovery place kids. The company was founded in 1981 and is headquartered in Charlotte, NC.

The Select Group LLC provides recruitment services. Its recruitment focus is on technology, engineering, sales, marketing and executive positions. The company was founded by Sheldon Wolitski in 1999 and is headquartered in Raleigh, NC.

HW Media LLC provides news, commentary and analysis solutions for mortgage banking and financial markets. It develops an online platform that operates as a source of news and information. The company was founded by Paul Jackson and Richard Bitner in November 2008 and is headquartered in Irving, TX.

Crédit Agricole Corporate & Investment Bank offers corporate and investment banking services to large corporate clients and financial institutions. Its products include debt optimization and distribution, structured finance, global markets division and international transaction banking products. The company is headquartered in New York, NY.

Brown Advisory LLC is a SEC-registered investment advisor headquartered in Baltimore, Maryland. They are a subsidiary of Brown Advisory Management LLC. The firm was founded and launched in 1993 as an investment management division of Alex. Brown & Sons, a Baltimore-based investment bank founded in 1800. Brown Advisory provides investment management services to institutional and private clients.

Brown Advisory Ltd. is an investment management and strategic advisory firm headquartered in London, UK. The firm was founded in 2007 and is a wholly owned subsidiary of Brown Advisory Management LLC in the US. Brown Advisory provides discretionary investment management services to private clients who include high net-worth individuals and families, individual retirement plans, trusts, estates, charities, corporates and other taxable individual accounts.

Accessia Health operates as a non-profit organization, provides medical and healthcare services. It offers subsidized cost of health insurance premiums, COBRA coverage, HIPAA conversion policies, state high-risk insurance pools, and opens enrollment insurance plans. The company was founded by Dana A. Kuhn in August 1989 and is headquartered in Midlothian, VA.

Global Partnerships (Private Equity)(Global Partnerships) is a private equity subsidiary of Global Partnerships firm founded in 1994. The firm is headquartered in Seattle, Washington.

Point Solutions Group LLC provides technology services. The private company is based in Denver, CO and has subsidiaries in the United States. The company was founded in 2017 by Paige Goss, who has been the CEO since 2017.

DaGrosa Capital Partners LLC (DaGrosa Capital) is a private equity firm founded in 2019 by Joseph DaGrosa Jr. The firm is headquartered in Coral Gables, Florida.

General American Capital Partners LLC (General American Capital Partners) is a private equity firm founded by Joseph DaGrosa, Jr. and David Neithardt in 1900. The firm is headquartered in Florida.

1848 Capital Partners LLC (1848 Capital Partners) is a private equity firm founded in 2006 by John J. Sicilian, David Neithardt and Joseph E. DaGrosa. The firm is headquartered in Miami, Florida.

Accounting Research & Analytics LLC, do-business-as Center for Financial Research & Analysis (CFRA), is an investment research firm headquartered in New York City. The firm was founded in 1994 and is a subsidiary of CFRA Research, Inc. CFRA provides independent and actionable research and analytics to their global subscribers to improve their investment and business decisions. The firm’s services also include forensic accounting research and analytics that identifies public companies with deteriorating earnings quality; and fundamental research and commentary focused on stocks, ETFs, mutual funds, sectors and industries.

Founded in 2007 by Ivy Zelman, Zelman & Associates is comprehensive housing research services firm located in New York City. The firm provides extensive industry research and analysis, including macro economic implications, on the homebuilding and building products sectors.

Virginia Innovation Partnership Corporation (Virginia Innovation Partnership) is a private equity/venture capital non-profit operating division of the Virginia Innovation Partnership Authority firm founded in 1985. The firm is headquartered in Herndon, Virginia.

Front Street Capital Management, Inc. (FSCM) is an independent registered investment advisory firm headquartered in Missoula, Montana. The firm was founded by Russell Piazza and Michele Blood in 2006. FSCM serves as the portfolio manager to the Tarkio Fund, a no-load mutual fund (TARKX), and provides professional management of individual accounts, IRA and retirement assets, 401(k)s, trusts and foundations on a fee only basis.

B.C. Ziegler & Co. is a broker/dealer headquartered in Mequon, Wisconsin. The firm is a subsidiary of Ziegler Cos., Inc. The firm offers investment banking, investment advisory, retail brokerage, fixed-income institutional sales and trading and related financial services. These services are provided to institutions, businesses and individuals with a particular focus on the not-for-profit sectors of healthcare, senior living, churches and schools. They do not provide internal research. B.C. Ziegler & Co. is a member of FINRA and the SIPC.