Miguel Martin

Massachusetts Financial Services Co., do-business-as MFS Investment Management (MFS), is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1924 and is a subsidiary of Sun Life of Canada (US) Financial Services Holdings, Inc., ultimately held by Sun Life Financial, Inc. (TSE, NYSE: SLF) in Canada. The firm provides investment advisory and sub-advisory services to a range of institutional clients and pooled investment vehicles. MFS is a responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI).

State Street Bank & Trust Co. (SSBT) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1792 and is owned by State Street Corp. (NYSE: STT). SSBT serves as the administrator, fund accountant and transfer agent for the WisdomTree Bitcoin Fund, an exchange-traded fund.

Carnegie Mellon University is an American school that operates as a college or university. It is located in Pittsburgh, Pennsylvania.

Loring, Wolcott & Coolidge Fiduciary Advisors LLP (LWC) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. Founded in 1817, LWC provides investment advice to the trustees of revocable, irrevocable, and testamentary trusts. The firm also manages the investments for foundations, endowments, and other entities that require these services.

Piper Sandler & Co. (Broker) (PSC-Broker) is the full-service brokerage division of Piper Sandler & Co., a financial service firm headquartered in Minneapolis, Minnesota. They are a subsidiary of Piper Sandler Companies (NYSE: PIPR). The firm was founded in 1969 and previously known as Piper Jaffray & Co. They became Piper Sandler & Co. when Piper Jaffray Companies and Sandler O’Neill & Partners, L.P. merged to become Piper Sandler Companies in 2020. PSC-Broker provides brokerage and investment banking services to financial institutions, corporations and other financial investors. Their core focus sectors are Agriculture, renewables & cannabis, Business services, Chemicals & Materials, Consumer, Diversified industrials & services, Energy, Financial services, financial sponsors, Healthcare, and Technology.

Part of RSM US LLP, Mullen & Co., Inc. provides accounting services. The private company is based in Burlington, MA. Mullen & Co. was acquired by RSM McGladrey, Inc. on September 07, 2000.

Oaktop Capital Management II LP (dba Twin Oaks Partners) is an independent registered investment advisor and hedge fund manager headquartered in Chatham, New Jersey. The firm was founded in 2012 and is owned by Robert F. Moriarty and Timothy E. Moriarty. Twin Oaks Partners provides investment advisory and related services to pooled investment vehicles.

Part of Corning, Inc., Pharmaceutical Services, Inc. manufactures fiber-optics and specialty glasses. The private company is based in Corning, NY. The CEO of the company is Edward R. Robinson.

Covington Associates LLC (CAL) is an investment banking, financial advisory and broker/dealer headquartered in Boston, Massachusetts and was founded in 1991. CAL provides investment banking services, as well as advisory services in the areas of mergers and acquisitions (M&A), capital raising, strategic advisory services, fairness opinions and valuations and capital restructuring. They focus on four distinct areas including business services, consumer & industrials, healthcare and technology. Covington Associates provides an array of trading and execution services for their clients. They do not provide any internal research.

Part of S&P Global, Inc., Healthcare Informatics is a publisher of healthcare magazine. Healthcare Informatics was acquired by S&P Global, Inc. from WiesnerMedia LLC on September 11, 1996.

CCBN.com, Inc. provides web-based solutions. Its services include Internet-based investor relations, webcast, corporate governance, document conversion, distribution, and fulfillment services. The firm StreetEvents service offers institutional and individual investors a solution for managing corporate disclosure information by aggregating conference calls, Webcasts, transcripts, call summaries and other financial information The company was founded in 1997 and is headquartered in Boston, MA.

Fordham University provides college and university. It offers undergraduate colleges and graduate & professional schools. The company was founded in 1841 and is headquartered in Bronx, NY.

AMP Agency provides integrated advertising agency services. It offers analytics, brand strategy, creative, experiential, media, mobile, public relations, search and social media services. The company was founded by Gary Colen in 1995 and is headquartered in Boston, MA.

Coppermine Capital LLC is a private equity firm founded in 2002 by Zachary Gund. The firm is headquartered in Concord, Massachusetts.

Ontario Bar Association operates as the voice of Canada’s legal profession. The firm represents lawyers, judges, notaries, law teachers and law students from across the province. It specializes in advocacy, practice area sanctions, professional development programs, and law reform and law amendment. The company was founded in 1896 and is headquartered in Toronto, Canada.

Vermont Student Assistance Corp. provides grants, loans, scholarships, career and education planning, and general information on education to students. It offers research services that support access and affordability of postsecondary education. The firm also provides self-assessment tools, activities, and resources to help individuals identify their interests, values, and skills; online tools to prepare for college and graduate school entrance exams, and career related exams; an interactive program for career exploration, college planning, and test preparation; and information for adults interested in making a career change. The company was founded in 1965 and is headquartered in Winooski, VT.

iMarc LLC engages in the design and development of websites and web-based business applications. It offers web design, strategy and content development, branding, identity, video production, photography, motion graphics, mobile design, and web application development. The company was founded by Nils C. Menten in 1997 and is headquartered in Amesbury, MA.

Arbitration Forums, Inc. provides arbitration and subrogation services. It offers dispute resolution in automobile, personal injury protection, medical payments, property, and uninsured motorists, as well as provides arbitration and subrogation services. The company was founded in 1943 and is headquartered Newport Tampa, FL.

City-Pro Group, Inc. provides medical and educational services. The firm offers It offers home based speech, occupational, cognitive and physical therapies. Its services include early intervention program, applied behavioral, coordination and pre-school. The company was founded on September 1, 1992 and is headquartered in Brooklyn, NY.

Columbia Management Investment Advisers LLC (CMIA) is a registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm is a wholly-owned subsidiary of Ameriprise Financial, Inc. (NYSE: AMP). The firm was formed in 2010 as the result of Ameriprise Financial Services' (AFS) acquisition of the long-term asset management business of Columbia Management Group (CMG) from Bank of America. AFS merged CMG's long-term asset management business with their subsidiary, RiverSource Investments LLC, under the name Columbia Management Investment Advisors. CMIA offers equity and fixed-income retail and institutional investment products for various types of clients.

A&B Rail Services Ltd. provides railroad services. It offers specialized track work, light rail transit construction, maintenance, signals and communication. The company was founded in 1965 and is headquartered in Sherwood Park, Canada.

Universal Rail Systems Ltd. provides fully integrated, turnkey railway services and solutions. It offers Civil Construction, Track Construction, Switching & Short Lines, Flagging, Inspection Services, Signals & Communications, Materials & Supply and Equipment services. The company is headquartered in Sherwood Park, Canada.

Peloton Pharmaceuticals, Inc. owns and operates cannabis production facility. The company was founded on August 4, 2013 and is headquartered in Pointe-Claire, Canada.

Part of EdgeCo Investor Holdings LP, EdgeCo Holdings is a leading provider of technology-enabled solutions for financial intermediaries and their clients. The private company is based in Pittsburgh, PA. The company services approximately $130 billion in client assets under custody or administration and more than 15,000 financial advisors and 500 financial institutions. For four decades, EdgeCo Holdings’ companies have provided technology-enabled solutions and support services to financial intermediaries and their clients, including full-service retirement plan administration, brokerage, advisory, and trust and custody solutions. The CEO of the company is Paul Schneider.