David Havens

Fisher Asset Management LLC, dba Fisher Investments (FI), is a SEC-registered investment advisor headquartered in Plano, Texas. The firm was founded in 1979 by Ken Fisher and is a subsidiary of Fisher Investments, Inc. FI manages the assets of a diverse global client base which includes corporations, public and multi-employer pension funds, foundations and endowments, insurance companies, health-care organizations, governments and high net worth families.

Flanders Corp. designs, manufactures, markets, and distributes air filters and related products. The firm offers residential and industrial products which include air cleaners, fiber glass, air cleaner refills, extended surface filters, and custom air handlers. The company was founded on January 5, 1996 and is headquartered in Washington, NC.

Congress Asset Management Co. LLP (Congress Asset) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Alfred Lagan in 1985 and is majority owned by the Lagan Holding Company Trust. Congress Asset provides discretionary and model portfolio investment management services to individual and institutional clients who include charitable organizations, pension and profit-sharing plans, including plans subject to the Taft-Hartley Act and the Employee Retirement and Income Security Act (ERISA), state and municipal government entities, corporations, taxable and tax-exempt institutions, high net worth individuals and commingled investment vehicles such as mutual funds.

Apex Cos. LLC engages in the provision of environmental, health, and engineering services. It offers transaction and litigation support, and information management. The company was founded by Peter T. Young in 1988 and is headquartered in Rockville, MD.

Foresters Financial Services, Inc. provides asset management services. Its products and services include mutual funds, college savings plans, insurance, and retirement planning. The company was founded on February 7, 1968 and is headquartered in New York, NY.

Eastover Investment Advisors LLC, dba Eastover Capital Management (Eastover Capital), is an independent, SEC-registered investment advisor and wealth management firm headquartered in Charlotte, North Carolina. The firm was founded in 2009 when it purchased Eastover Capital Management, which was originally formed in 1988 by Donn Toney and Robert Pharr. Eastover Capital provides active portfolio management for individual and institutional clients throughout the country.

Smari Organics, Inc. manufactures yogurt. Its flavors include blackberry, black cherry and chia, key lime, pineapple, new orleans coffee, pure, vanilla, coconut, peach nonfat, and blueberry and strawberry nonfat. The company was founded by Smari Asmundsson in 2011 and is headquartered in Petaluma, CA.

Union Bank (North Carolina) engages in the provision of banking and financial services. It offers personal banking, business banking, mortgage services, personal, and business loans. The company was founded by Robert Lee Burrows, Jr. on November 09, 1998 and is headquartered in Greenville, NC.

Tri State, Inc. provides environmental remediation services. The private company is based in Chicago, IL. The company was founded by Bill Burnette.

The North Carolina Retirement Systems (NCRS) is a State-owned pension fund manager headquartered in Raleigh, North Carolina. NCRS is a division of the Department of State Treasurer, and they administer the pension benefits for state and local government employees. NCRS also administers the Supplemental Retirement Plans (NC 401(k) and NC 457 Plans), retirement savings accounts designed to help public employees in North Carolina achieve their retirement goals.

BB&T Securities LLC, doing business as BB&T Capital Markets, is the broker/dealer subsidiary of BB&T Corp. (NYSE: BBT). The firm is headquartered in Richmond, Virginia. They offer a full array of investment, trading and execution services to middle-market companies. BB&T Capital Markets' sales and trading arm is comprised of 2 groups: Debt Securities Sales & Trading and Equity Sales & Trading. The Debt Securities Sales & Trading group focuses on: (1) Government and agency securities (2) corporate bonds (3) municipal bonds (4) asset-backed securities (5) mortgage-backed securities (6) preferred securities and (7) money market desk (short-term securities including BB&T funding). The Equity Sales & Trading group focuses on: (1) institutional block execution services (2) institutional distribution of proprietary research (3) providing proprietary access to industry leading conferences and management teams (4) serving as a NASDAQ market maker for over 250 securities (5) stock buybacks including 10b-18 and 10b5-1 trading plans and (6) 144 stock sales, individual 10b5-1 trading plans (buy and sell) and employee cashless stock option programs. BB&T Capital Markets provides research coverage of the communications, defense and government services, energy, financial services, furnishings and consumer durables, healthcare, industrial services, retail/consumer durables and transportation services sectors.

Novare Capital Management LLC (NCM) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Charlotte, North Carolina. The firm was founded in 1999 by William (Bill) G. Baynard, Jr. and Don E. Olmstead. NCM provides customized investment management and wealth management for individuals, foundations, trusts and corporations.

PRIMESolutions Advisors LLC (PSA) is an independent, SEC-registered fee-based consulting and investment advisory firm headquartered in Pittsburgh, Pennsylvania. The firm was founded by Jamie Linkowski and Monica Garver in 2000. PSA provides unbiased fiduciary and investment advice to company-sponsored retirement plans and individuals.

Mass General Brigham, Inc. engages in the provision of patient care, research, teaching, and community services. It offers community and specialty hospitals, physician network, community health centers, and home care. The firm also sponsors research programs and community health outreach programs. The company was founded in 1994 and is headquartered in Boston, MA.

Access Point Communications, Inc. operates as a holding company. The company was founded by Richard E. Brown, Robin A. Byers, Judy Hovis and Hugh W. Petty in 1996 and is headquartered in Cary, NC.

BTI Group, Inc. provides merger and acquisition advisory services. The private company is based in San Francisco, CA and has subsidiaries in United States. The CEOs of the company are Donald Baum, Jeffrey Tait, Iqbal Syed, Tony Moran.

Market Concepts LLC (dba mConcepts) is an independent investment management firm headquartered in Arlington, Virginia. The firm was founded by Douglas Stewart in 2007 as Sherwood Forest Capital Management LLC. mConcepts provides non-correlated liquid alternative investment solutions to individual clients.

Carmel Construction, Inc. provides construction services. Its services include pre-construction service which provides complete project study, design and build services offers putting together own designs and general contracting which provides with a full selection of pre-construction services. The company is headquartered in Charlotte, NC.

Flanders Filters, Inc. manufactures air filtration products. The private company is based in Washington, NC.

United Way of Onslow County, Inc. operates as an organization that helps people and improves community conditions by providing programs and initiatives supports. It offers education, livelihood income, and health care support services. The company is headquartered in Jacksonville, NC.

Founded in 2010, Blue Edge Capital LLC is a registered investment advisor located in Richmond, Virginia. The firm provides investment management services to private investors, family offices, foundations, endowments and institutional investors.

Part of University of North Carolina System, Board of Governors of The University of North Carolina engages in planning and developing higher education system. The company is based in Chapel Hill, NC.

Select Bank & Trust Co. operates as a commercial bank. It offers a broad range of retail, small business and commercial banking products and services. The company serves communities in North and South Carolina through full-service banking offices. Select Bank & Trust was founded in 2000 and is headquartered in Dunn, NC.

KNOW Bio LLC engages in the development and optimization of a nitric oxide platform providing therapies that focuses on curing diseases and conditions. The company was founded in 2015 and is headquartered in Durham, NC.