David I. Rice

Victory Capital Management, Inc. (Investment Management) (Victory Capital-IM) is the investment management division of Victory Capital Management, Inc., a financial services company headquartered in San Antonio, Texas. The firm was founded in 1894 and formerly known as Key Asset Management, Inc. They are an indirect, wholly owned subsidiary of Victory Capital Holdings, Inc. (NASDAQ: VCTR). Victory Capital-IM provides specialized investment strategies to institutions, intermediaries, retirement platforms and individual investors.

Carnegie Capital Asset Management LLC, do-business-as Carnegie Investment Counsel (CIC), is an independent, SEC-registered investment advisor headquartered in Pepper Pike, Ohio. The firm was founded in 2009, taking over the former RIA which was registered in 1991 and commenced operations in 1974. CIC provides investment advice and/or management supervisory services to individuals, non-profit organizations, pension and profit-sharing plans, corporations or business entities, independent trust companies, and government entities.

Part of CoreLogic, Inc., First American Capital Management, Inc. is a financial services company that provides investment management services to institutional clients. The company is based in Newport Beach, CA.

PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY.

Energy Harbor LLC provided energy-related products and services to retail and wholesale customers. The firm owned, leased, operated and maintained fossil and hydroelectric generation facilities, as well as owned nuclear generation facilities. It was a energy supplier, serving residential, commercial and industrial customers throughout the Northeast, Midwest and Mid-Atlantic regions of the U.S. The company was founded in 1997 and was headquartered in Akron, OH.

United Security Bank operates as a state chartered commercial bank. It offers online banking, online bill payment, 24-hr full service ATM’s, wire transfer services, safe deposit boxes, merchant card services, money orders and cashiers checks, wealth management services, courier services, remote capture and cash management. The company was founded in 1987 and is headquartered in Fresno, CA.

Charity Deposits Corp. provides bank deposit management services for investors and banks. It offers investing, funding, and fee income solutions through money market deposit programs. The firm also provides Target Account and Money Market Account Xtra (MMAX). The company was founded on May 1, 2000 and is headquartered in Miami, FL.

Idaho First Bank engages in the provision of commercial banking services. It offers personal and business deposit products, including checking, savings, and money market accounts. The company also provides personal lending services, such as home mortgage and custom construction, home equity lines of credit, home equity, personal lines of credit, auto, and other secured personal loans; and commercial loans comprising working capital lines of credit, asset based lines of credit, equipment lines of credit, owner occupied commercial real estate loans, investor commercial real estate loans, equipment financing, airplane financing, SBA guaranteed loans, USDA B&I guaranteed loans, and letters of credit, as well as mortgage lending services. In addition, it offers credit cards; online and mobile banking services; and cash management services consisting of deposit and sweep services, payments and transfers, and fraud protection services. The company was founded by Greg Lovell on March 2, 2005 and is headquartered in McCall, ID.

Community Bank of the Bay engages in the provision of banking services. The company offers financial services to businesses, professional service firms, and owner-operators and non-profit organizations in the San Francisco Bay area. Its services include business, personal, and non-profit banking, and credit services such as checking, money markets and certificate of deposits, loans, and cash management. The company was founded by Frank Tsai on July 22, 1996 and is headquartered in Oakland, CA.

Keystone Bank, SSB provides banking services. It offers business loans, home loans, and online banking. The company was founded by Jeffrey A. Wilkinson in 2018 and is headquartered in Austin, TX.

Strategic Value Bank Partners LLC provides investment advice. The private company is based in Cleveland, OH and has subsidiaries in the United States. The company was founded in 2015 by Benjamin Mackovak.

AmTrust Financial Services, Inc. (Investment Portfolio) (AmTrust-IP) is the investment portfolio division of AmTrust Financial Services, Inc., a multinational property and casualty insurance company headquartered in New York City. The firm was founded in 1998 and they are owned by Evergreen Parent LP. AmTrust-IP provides insurance and risk solutions to clients and partners around the world.

Part of AmTrust Financial Services, Inc. (New York), Credit General Insurance Co. provides property and casualty insurance. Credit General Insurance was acquired by Amtrust Financial Services, Inc. (Indiana) on November 20, 2000.

Intelligent Mobile Support, Inc. provides mobile learning services. Its products include Axon, Sales Builder Pro and Sales Builder Pro. The company was founded by John W. Steidley in June 2009 and is headquartered in Solon, OH.

Degussa Corp. manufactures chemical products. It products include anti-chlor agents and cleaning compounds. The company is headquartered in Theodore, AL.

Clearstead Advisors LLC, dba Clearstead Hartland & Co. LLC (Clearstead), is an institutional investment consulting and private wealth management firm headquartered in Cleveland, Ohio. The firm was founded in 1989 as Hartland & Co. LLC and changed their legal name to Clearstead Advisors LLC in 2018. They are owned by Hartland Management Investors LLC (HMI), which holds the shares of Clearstead’s employees with approximately 40% ownership and Flexpoint Ford LLC, through the entity Moses Buyer Holdings LLC with approximately 60% ownership. Clearstead provides advisory services to corporate, private and public employee retirement funds (pension and savings plans); endowments and foundations; operating funds for non-profit and for-profit organizations, healthcare organizations and insurance companies; sub-advisor investment management services; and private clients (families, individuals and related entities).

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.

EnerVest Ltd. (EnerVest) is a private equity firm founded in 1992 by John B. Walker and Jon Rex Jones. The firm is headquartered in Houston, Texas.

The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY.

EV Management LLC develops and explores oil and gas. The private company is based in Houston, TX. The CEOs of the company are Mark A. Houser, Michael E. Mercer.

HighTower Advisors LLC (HighTower) is a SEC-registered investment advisor headquartered in Chicago, Illinois and has offices throughout the US. The firm was founded in 2008 by Elliot Weissbluth, Peter (Todd) Lyon, and Eugene Lerner. They are a wholly owned subsidiary of Hightower Holding LLC. HighTower provides investment advisory services to institutions (which include ERISA), and ultra-high and high net worth individuals.

Amplifi Holding Ltd. provides business support services. The private company is based in London, UK.

Westlake Reed Leskosky Ltd. provides architectural services. It provides all design disciplines and project stakeholders in a collaborative, integrated design process from project outset and conceptual design through implementation and commissioning. The company was founded by Abram Garfield in 1905 and is headquartered in Cleveland, OH.

KeyBank, NA engages in the provision of commercial banking services. The company was founded on January 1, 1849 and is headquartered in Cleveland, OH.