Wells Beck

Barrett Asset Management LLC (Barrett) is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded in 2011 and is a subsidiary of CI Financial Corp. (TSE: CIX) in Canada. Barrett provides portfolio management advisory services to individuals, corporations, trusts, estates, charitable organizations, foundations and educational institutions, pension and profit-sharing plans, as well as other types of businesses and institutional clients.

Founded in 1937 by Clarence Redington Barrett, Barrett Associates, Inc. is a registered investment advisor located in New York City. The firm is a wholly-owned subsidiary of Legg Mason, Inc. (NYSE: LM). 2011 In 2011, when Barrett Associates and their parent company, Legg Mason, sold substantially all of the property and assets of Barrett Associates to Barrett Asset Management, a newly-formed company controlled by Barrett Associates' management team

Part of HSBC Holdings Plc, HSBC Securities Services (UK) Ltd. is a financial services organization that offers insight and analysis on the latest trends from HSBC executives, economists, and experts. The company is based in Edinburgh, UK, and is committed to helping tackle financial crime and protecting the financial system. The company is also involved in the process of rebuilding from the COVID-19 pandemic, particularly in the UK and its surrounding areas. HSBC is one of the largest banking and financial services organizations in the world, offering answers to frequently asked questions about HSBC shares and shareholdings, financial reporting, dividends, and taxation.

Founded in 1969, Oppenheimer Capital is an investment advisor firm located in New York City with an additional office in Newport Beach,, California. Oppenheimer Capital is wholly-owned by Allianz Dresdner Asset Management of America LP (formerly PIMCO Advisors LP), which is a subsidiary of Allianz AG (NYSE: AG). The firm is unrelated to OppenheimerFunds and the brokerage firm CIBC Oppenheimer.

Founded in 1990 by Wilfred J. Meckel II and Kenneth J. Garvey, Marque Millennium Capital Management LCC is a registered investment advisor located in New York City

Founded in 1983, Haven Capital Management LLC is a registered investment advisor located in Summit, New Jersey. The firm offers investment management services to institutions and individuals. All accounts are separately managed.