Daniel Ortwerth

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.

Santa Barbara Asset Management LLC (SBAM) is an investment advisory firm headquartered in Los Angeles, California. The firm was founded in 1987 and they are a subsidiary of Nuveen Investments, Inc., which acquired the firm in 2005. Their ultimate parent is TIAA Board of Overseers. SBAM provides investment advisory and sub-advisory services to a wide variety of individual and institutional clients, including, including pension funds, high-net worth individuals, corporations, trusts, not-for-profit organizations, endowments, foundations, religious organizations, managed accounts and investment companies and/or other funds.

Advanced Bionics Corp. develops, manufactures, and markets bionic technologies for neurological conditions. Its neuromodulation technology includes neurostimulators, programmable drug pumps, and cochlear implants. The company was founded by Alfred Mann in 1993 and is headquartered in Sylmar, CA.

Lin Capital Management LLC provides investment advice. The private company is based in Issaquah, WA and has subsidiaries in the United States.

Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry.

Parametric Portfolio Associates LLC (Parametric) is a SEC-registered investment advisor headquartered in Seattle, Washington. The firm was founded in 1987 and is directly owned by Eaton Vance Acquisitions LLC. They became ultimately owned by Morgan Stanley (NYSE: MS) in 2021. Parametric provides various portfolio management services and investment strategies directly to institutional investors and indirectly to individual investors through financial intermediaries.

Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA.

Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses

Tel-Aviv University operates as a university in Israel. Its faculties include arts, engineering, science, humanities, law, life science, management, medicine, and social science. The company was founded in 1956 and is headquartered in Ramat Aviv, Israel.

Deloitte Tax LLP provides tax services. The firm offers corporate, management, and individual advisory. The company is headquartered in New York, NY.

The Humane Society for Seattle/King County engages in promoting human-animal bond by saving and serving pets. The company was founded in 1897 and is headquartered in Bellevue, WA.

Robert W. Baird & Co., Inc. (Private Banking) (RWBCI) is the wealth management division of Robert W. Baird & Co., Inc., an employee-owned wealth management, capital markets, asset management and private equity firm headquartered in Milwaukee, Wisconsin. The firm was founded in 1919 and is a subsidiary of Baird Financial Corp., ultimately held by Baird Financial Group, Inc. RWBCI offers its investment management services to all types of current or prospective clients, which include, but not limited to: individuals, trusts, estates, Retirement Accounts, pension and profit-sharing plans, charitable organizations, and corporations or other business entities.

Prota Labs LLC (Prota Labs) is a venture capital firm co - founded in 2016 by Wilson Fong. The firm is headquartered in Chicago, Illinois.

Code Fellows Holdings, Inc. develops software solutions for programming skills. It focuses by giving career education where students get hand-on experience by applying trainings and building applications specializes in full-stack JavaScript, Python, or ASP.NET development. The company was founded by Andy Sack, Ivan Storck, Brad Bouse, William Little and Brook Riggio in 2013 and is headquartered in Seattle, WA.

Mainstay Medical Ltd. operates as a medical device company which develops neuro-stimulation therapies for people with debilitating chronic low back pain. It develops ReActiv8, an active implantable medical device designed to treat people with chronic low back pain. The company was founded by Danny Sachs in 2008 and is headquartered in Dublin, Ireland.

Veterinary Care Group owns and manages veterinary clinics. Its services include wellness exam, vaccinations, parasite control, and nutrition. The company was founded by Janice Huang and is headquartered in Astoria, NY.

Quiet Capital Management LP (Quiet Capital Management) is a venture capital firm founded in 2017 by Christopher Michael Capozzi. The firm is headquartered in Houston, Texas.

Tacit Capital LLC (Tacit Capital) is a private equity firm founded in 2004 by Ben Mahdavi. The firm is headquartered in San Francisco, US.

Boston Scientific Neuromodulation Corp. offers implantable pain management devices for neuromodulation. The company is headquartered in Marlborough, MA.

Sivia Capital Partners LLC (Sivia Capital) is an independent, SEC-registered investment advisor and multi-family office headquartered in Mill Valley, California. The firm was founded by Benjamin Mahdavi in 2014. Sivia Capital provides entrepreneurs, business owners and high-net-worth families with a unique and superior approach to asset management and wealth advisory services.

Sudhir Srivastava Medical Innovations Pvt Ltd. provides advanced robotic surgery procedures. The firm operates through its subsidiary Sudhir Srivastava Robotic Surgery Centre Pvt Ltd. It offers surgical procedures for surgical specialties such as cardiac, urology, thoracic, gynaecology, orthopaedics, head and neck and general surgery. The company was founded by Sudhir Prem Srivastava on November 29, 2010 and is headquartered in New Delhi, India.

Gastroenterology Associates PLLC provides gastroenterology practice services. The private company is based in Olympia, WA.

Commencement Bank engages in the banking business. It provides loan and deposit services to customers, who are predominately individuals and small and midsized businesses in Western Washington. The company was founded on December 11, 2006 and is headquartered in Tacoma, WA.

Tree Ring Capital Management LLC provides investment advice. The private company is based in Bellevue, WA. The company was founded by Yung Jer Lin. Yung Jer Lin has been the CEO since incorporation.

Allianz Investment Management LLC (AIM) is a SEC-registered investment advisor headquartered in Minneapolis, Minnesota. Founded in 2001, the firm is a wholly owned subsidiary of Allianz Life Insurance Co. of North America and their ultimate parent is Allianz SE (ETR: ALV) in Germany. AIM offers discretionary and non-discretionary management of assets and other investment related services for registered investment companies, insurance companies, which includes separate accounts of insurance companies, and other institutional investors.