Josh Savadove

Founded in 1997, Aviva Investors Americas LLC is a registered investment advisor headquartered in Des Moines, Iowa. The firm was also previously known as Aviva Capital Management, Inc. Aviva Investors Americas is a subsidiary of Aviva USA Corp. and their ultimate parent is London-based Aviva Plc (LSE: AV). The firm manages assets for life insurance and annuity companies, re-insurance companies and other institutional clients.

Franklin Advisory Services LLC (FAS) is a SEC-registered investment advisor headquartered in San Mateo, California. The firm was founded in 1999 and is a wholly-owned subsidiary of Franklin Advisers, Inc., which is a wholly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN). FAS provides investment advisory and portfolio management services under investment management agreements to clients in jurisdictions worldwide, which include registered open-end and closed-end funds and unregistered funds, as well as separate accounts.

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.

Goldman Sachs Asset Management LP (GSAMLP) is a SEC-registered investment advisor headquartered in New York City. The firm is a wholly owned subsidiary of GSAM Holdings LLC, and their ultimate parent is Goldman Sachs Group, Inc. (NYSE: GS). Founded in 1988, GSAMLP provides investment solutions to a range of individual and institutional investors worldwide.

Morton Capital Management LLC, dba Morton Wealth (Morton), is an independent, SEC-registered investment advisor and wealth management firm headquartered in Calabasas, California. Founded in 1981, Morton provides customized investment advisory and financial planning services to individuals and families (which include retirement accounts), pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities, and pooled investment vehicles.

CIBC Bank USA (Investment Management) (CIBC US) is the investment management division of CIBC Bank USA, a commercial bank headquartered in Chicago, Illinois. The firm was founded in 1991 and is a subsidiary of CIBC Bancorp USA, Inc., which is owned by Canadian Imperial Bank of Commerce (TSE: CM) in Canada. CIBC US provides tailored commercial, wealth management, personal, and small business financial solutions as well as cross-border banking services to clients with North American operations.

Avant Healthcare Professionals LLC engages in the provision of staffing services for the healthcare industry. It provides foreign trained nurses and physical therapists on contract assignments with the hospitals. The company was founded by Shari Dingle Sandifer in 2003 and is headquartered in Casselberry, FL.

Franklin Advisers, Inc. is a SEC-registered investment advisor and mutual fund manager headquartered in San Mateo, California. The firm was founded in 1985 and is a wholly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN), a holding company that, together with its various subsidiaries, is referred to as Franklin Templeton Investments. Franklin Advisers provides investment advisory and portfolio management services to US and non-US, registered open-end and closed-end funds and unregistered funds, as well as separate accounts.

Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC.

Federated Investment Management Co. (FIMCO) is a mutual fund manager and SEC-registered investment advisor headquartered in Pittsburgh, Pennsylvania. The firm is a subsidiary of FII Holdings, Inc., owned by Federated Hermes, Inc. (NYSE: FHI). FIMCO offers domestic and international equity, fixed-income and money market mutual funds, and a variety of separate account options for many investors.

Legility Data Solutions, LLC engages in the provision of consulting, technology, flexible talent, and managed solutions. The company was founded by Tom Turner and Kevin Tyner and is headquartered in Brentwood, TN.

LMCG Investments LLC (LMCG) is an independent employee-owned, SEC-registered investment management firm headquartered in Boston, Massachusetts. The firm was originally founded by Lee Munder in 2000 as Lee Munder Investments Ltd. and changed its name into LMCG Investments LLC at the end of 2014. LMCG offers a broad range of investment strategies and solutions to institutional and private clients, globally.

RiverFront Investment Group LLC is a SEC-registered investment advisor headquartered in Richmond, Virginia. The firm was founded in 2007 and is owned primarily by their employees through RiverFront Investment Holding Group LLC. Baird Financial Corp. is a minority owner of RiverFront Investment Holding Group, and therefore an indirect owner of the firm. RiverFront provides investment advice to a wide range of clients which includes, but not limited to, individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and corporations. They also serve as sub-adviser to investment companies.

Meridian Senior Living LLC provides care and life services. It offers assisted living, memory care, independent living, skilled nursing services, revolution in motion, and reflections . The company was founded by P. Kacy Kang and Charles E. Trefzger in 2010 and is headquartered in Bethesda, MD.

Wells Fargo Clearing Services LLC (WFCS) is a SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded 1852 and formerly known as Wells Fargo Advisors LLC. They are a subsidiary of Wachovia Securities Financial Holdings LLC, a non-bank indirect subsidiary of Wells Fargo & Co. (NYSE: WFC), a financial and bank holding company. Wells Fargo Advisors is a trade name used by Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing Services LLC. WFCS provides investment advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also acts as portfolio manager for certain wrap fee advisory programs.

Paragon Legal Group LLC provides corporate counsel. Its services include backfills for senior attorneys on leave, handling overflow work, support during peak periods and outsourced general counsel services for emerging growth clients. The company was founded by Mae O'Malley in 2006 and is headquartered in San Francisco, CA.

10th Magnitude, Inc. provides data center transformation and cloud-based application development services. It offers site reliability engineering, application modernization, data intelligence, and managed services. The company was founded by Alex Brown in 2010 and is headquartered in Chicago, IL.

Aite-Novarica Group is an advisory firm that provides mission-critical insights on technology, regulations, markets, and operations to hundreds of banks, insurers, payments providers, and investment firms. The company is based in Boston, MA, and has subsidiaries in the United Kingdom. The company comprises former senior technology, strategy, and operations executives, as well as experienced researchers and consultants, who provide actionable advice to their client base. The company's experts leverage deep insights developed via their extensive network of clients and other industry contacts. The company was founded by Gwenn Bezard, Frank Rizza, Sang Lee, and Gerald D. Clemente.

ASC Communications LLC offers business and clinical news, analysis and guidance. The company was founded by Scott Becker in 1996 and is headquartered in Chicago, IL.

CEATI International, Inc. provides electrical utilities. Its areas include generation, transmission, distribution, and utilization. The firm offers program services such as networking and information sharing, industry benchmarking, collaborative technical projects, and unparalleled return on investment. The company was founded on January 1, 2008 and is headquartered in Montréal, Canada.

HelioCampus, Inc. develops business-intelligence platform for education services. It offers student analytics, financial analytics, and advancement analytics. The company was founded in 2015 and is headquartered in Bethesda, MD.

Sonnick Partners LLC deploys and customizes in financial services, healthcare and technology. It services encompass data, sales and marketing services, mobile development, portals and communities, integration services and support services. The company was founded by Gireesh Sonnad and Richard Resnick in 2009 and is headquartered in New York, NY.

Winsight LLC provides business-to-business media and information services. It publishes magazines for the retailing, restaurant and on-the-go food industries. The firm offers CSP, Technomic, Restaurant Leadership, FSD, Fare and Outlook brands. The company was founded by Paul Reuter in 2006 and is headquartered in Chicago, IL.

MetaMetrics, Inc. engages in development of scientific measures of academic achievement and complementary technologies. It offers training, resource measurement, and customized consulting services. The company was founded by A. Jackson Stenner and Malbert Smith III in 1984 and is headquartered in Durham, NC.

Biondo Investment Advisors LLC (Biondo) is an independent registered investment advisor and wealth manager headquartered in Milford, Pennsylvania with a satellite office in Sparta, New Jersey. The firm was founded by Joseph (Joe) Biondo, Sr. in 2004 and is a subsidiary of the Biondo Group LLC. Biondo provides investment and financial planning advice to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations or other business entities, educational institutions, endowments and foundations. It also provides investment advice to clients through its participation in programs at Morgan Stanley, Merrill Lynch, J.P. Morgan and ENVESTNET.