David Baldwin Morgan

JPMorgan Investment Management, Inc. (JPMIM) is a global, SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as the result of Chase Manhattan's purchase of Robert Fleming Holdings and the subsequent merger of Chase and JPMorgan. In January 2010, JPMorgan Investment Advisors merged into JP Morgan Investment Management. JPMIM is a subsidiary of JPMorgan Asset Management Holdings, Inc., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM). The firm primarily provides investment advisory services to both US and non-US institutional and retail clients.

Ply Gem Industries, Inc. designs and manufactures residential interior and building products. It offers siding, steel siding, windows, doors, stone, trim, fence and rail, roofing, gutters, and accents. The company was founded in 1943 and is headquartered in Cary, NC.

Allspring Global Investments LLC (Allspring) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Prior to November 2021, the firm was known as Wells Capital Management, Inc. They are a direct wholly-owned subsidiary of Allspring Global Investments Holdings LLC, ultimately held by Allspring Group Holdings LLC. Allspring provides investment management services to mutual funds, private funds, offshore funds, collective investment trusts (CITs), pooled vehicles and client accounts.

Google LLC engages in the operation of internet portal and search index website. It provides online advertising technologies, search engine, cloud computing, and software solutions. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on September 4, 1998 and is headquartered in Mountain View, CA.

Scout Investments, Inc. (Scout) is a SEC-registered investment advisor headquartered in Kansas City, Missouri. The firm is a wholly-owned subsidiary of Carillon Tower Advisers, Inc., itself a subsidiary of Raymond James Financial, Inc. (NYSE: RJF). Founded in 2001, Scout provides discretionary investment management services to registered and unregistered investment companies, institutional accounts and individuals through separately managed accounts. They also provide model portfolios to financial intermediaries for use in unified managed accounts (UMA).

Atlas Capital Management LP (ACM) is an independent hedge fund management firm headquartered in Dallas, Texas. The firm was founded by Robert H. Alpert in 1995. ACM provides discretionary investment management services to onshore and offshore private pooled investment vehicles.

Stewart-Ratcliff Aviation Services, Inc. provides Internet-based aviation data management systems for corporate and private aircrafts. It also provides record keeping support and services to corporate flight departments. The firm services include flight department, aviation compliance, tax advisory services and business process solutions. The company was founded by G. Douglas Stewart and Gregory W. Ratcliff in May 2005 and is headquartered in Columbus, OH.

Reed Smith LLP provides legal services. It also provides appellate advocacy, business immigration, class-action defense, commercial litigation, corporate and securities, financial, insurance recovery, employment, real estate, restructuring, bankruptcy and tax controversy services. The company was founded in 1877 and is headquartered in Pittsburgh, PA.

Wilson Sonsini Goodrich & Rosati PC provides legal services. Its services include corporate law and governance, public and private offerings of equity and debt securities, mergers and acquisitions, securities class action litigation, intellectual property litigation, antitrust counseling and litigation, joint ventures and strategic alliances, technology licensing and other intellectual property transactions, tax, and employee benefits and employment law. The company was founded in 1961 and is headquartered in Palo Alto, CA.

M W Manufacturers Inc. manufactures and distributes door and window products for the residential construction industry. It also sells complete sash replacement systems. The company was founded in 1939 and is headquartered in Rocky Mount, VA.

Global Factory, Inc. provides collaborative manufacturing execution systems. The firm's software gather, organize & analyze demand, production & quality data from various sources and monitor key indicators & execute business processes to control, manage & optimize distributed manufacturing operations. The company was founded in 1999 and is headquartered in Santa Clara, CA.

American Bar Association provides legal services. It provides law school accreditation, continuing legal education, legal information and other services to assist legal professionals. The firm has members which include judges, court administrators, law professors, and non-practicing attorneys. The company was founded on August 21, 1878 and is headquartered in Chicago, IL.

Efficient Capital Management LLC (Efficient) is a SEC-registered investment advisor and holding firm headquartered in Warrenville, Illinois. The firm was founded by Ernest L. Jaffarian in 1999. Efficient offes portfolio solutions for the full range of institutional investors.

The Washington State Bar Association operates the state bar association.

Global View Capital Management LLC (GVCM) is a SEC-registered investment advisor headquartered in Waukesha, Wisconsin. The firm was founded by Dina Fliss in 2011 and is a wholly-owned subsidiary of Global View Capital Partners Ltd. GVCM provides investment advisory services to individuals, high-net-worth individuals, trusts, corporations, retirement plans, and other businesses.

AdvisorGuide LLC provides investment research. The private company is based in Virginia Beach, VA. The company was founded in 1999 by David Hudson Morton.

Fortunatus Investments LLC (Fortunatus) is a registered investment advisor headquartered in Brighton, Michigan. The firm was founded by Albert Herzog, Michael Chechel and Adam Kulesza. They are owned by EWM Capital LLC. Fortunatus offers model asset allocation portfolios to third party investment advisors.

EnergyCAP LLC provides energy management software services. Its services include management and engineering services, implementation plan options, energy star setup, custom interface development, creation of custom reports, electronic bills from vendor, software retro commissioning and maintenance and support. The company was founded by Steven D. Heinz in 2001 and is headquartered in State College, PA.

Ladder Financial, Inc. provides commercial real estate financing services. The company was founded by James A. Hale, Laura Hale, Jeff Merkel and Jack Dubie in 2015 and is headquartered in Menlo Park, CA.

AV8 Ventures (AV8 Ventures) is a venture capital firm founded in 2018. The firm is headquartered in Palo Alto, California.

Part of PricewaterhouseCoopers International Ltd., PWC Holdings (UK) Ltd. is a British company that aims to build trust in society and solve important problems. The company is based in London, UK. The company's experienced staff and network allow them to provide support to organizations of any size, both domestically and internationally. The company uses benchmarking to measure their performance and continually challenge themselves to innovate and improve. PWC Holdings (UK recognizes the impact of the pandemic on the marketplace and is working with speed, imagination, and care to deliver results that make a difference for their clients, stakeholders, and society.

Sila, Inc. develops secure and scalable API platform for banking services. The company was founded by Shamir Karkal, Angela Angelovska-Wilson, Isaac Hines, and Alex Lipton in 2018 and is headquartered in Portland, OR.

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

Digital Asset Holdings LLC develops and builds ledger technology solutions. It offers technology for various use cases in the areas of corporate syndicated loan, the U.S. treasury repo, private stock, foreign exchange, payment, public stock, derivative, transaction reporting, factoring, bond, and digital currency aspects. The company was founded by Sunil Gordhan Hirani and Donald Ray Wilson, Jr. in 2014 and is headquartered in New York, NY.

Bank of America, NA (Private Banking) (Bank of America-PB) is the private banking arm of Bank of America, NA, which is a subsidiary of Bank of America Corp. (NYSE: BAC). Headquartered in New York City, the firm was founded in 1947 and is also known as US Trust, Bank of America Private Wealth Management. Bank of America-PB provides comprehensive wealth management products and services that focuses on wealth structuring (wealth planning, trusts and estates, philanthropy, custody services), investment management (portfolio consulting, asset management, capital markets, specialty asset management) and credit and banking (financial management tools, liquidity services, custom credit, real estate finance) for high net-worth and ultra-high net-worth individuals and families.

Capstone Holdings, Inc (CapStone Holdings) is a private equity/venture capital firm founded in 2016 by Keith J. Stone and Heather Stone. The firm is headquartered in Bonita Springs, Florida.

CropLife America is an organization that helps ensure growers and consumers have the technologies they need to protect crops, communities, and ecosystems from the threat of pests, weeds, and diseases in an environmentally sound, safe, and sustainable way. The private company is based in Arlington, Virginia and has subsidiaries in other locations. The American company focuses on innovative conversations, regulatory integrity, and sustainability. The CEO of the company is Jay Vroom.

Hunton Andrews Kurth LLP provides legal services. The company is headquartered in the United State.