Sam Peterman

Macquarie Investment Management Business Trust (MIMBT) is a SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded in 1988 and formerly known as Delaware Management Business Trust. They are a subsidiary of Delaware Investment Management Co. LLC, ultimately held by Macquarie Group Ltd. (ASX: MQG) in Australia. MIMBT advises a variety of institutional clients. The firm also provides investment services to certain affiliates and acts as a sub-advisor to unaffiliated sponsors and investment products.

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.

Riordan, Lewis & Haden, Inc. (RLH Equity Partners) is a private equity firm founded in 1982 by John Christopher Lewis and Dick J. Riordan. The firm is headquartered in Los Angeles, California.

Axiom Investors LLC (Axiom) is a SEC-registered investment advisor headquartered in Greenwich, Connecticut. The firm was founded by Andrew Jacobson in 1998 as Axiom International Investors LLC. They are a subsidiary of Axiom Investors LP. Axiom manages international, global, small-cap, and emerging market equities on behalf of their global institutional clients.

Argent Capital Management LLC (Argent) is an independent, SEC-registered investment advisor headquartered in St. Louis, Missouri. The firm was founded in 1998 by John Meara and Steven Finerty. Argent manages assets for institutions and high-net-worth individuals.

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.

Causeway Capital Management LLC (Causeway) is a SEC-registered investment advisor and mutual fund manager headquartered in Los Angeles, California. The firm was founded by Harry Hartford and Sarah Ketterer in 2001 as HWI Capital Management LLC. They are a subsidiary of Causeway Capital Holdings LLC. Causeway provides international, global, and emerging markets equity investment management services to institutional clients such as corporations, pension plans, sovereign wealth funds, superannuation funds, public retirement plans, Taft-Hartley pension plans, endowments and foundations, mutual funds and other collective investment vehicles, charities, private trusts and funds, wrap fee programs, and other institutions.

Stifel, Nicolaus & Co., Inc. (Stifel) is a dual-registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. Founded in 1890, the firm is a subsidiary of Stifel Financial Corp. (NYSE: SF), a financial service holding company. Stifel provides full-service brokerage and investment advisory services to individuals and their families, institutions and businesses, and financial advisors.

The University of St. Thomas is an institution that values diversity, equity, and inclusion. The private company is based in St. Paul, MN. It offers over 150 undergraduate majors and minors, as well as graduate programs in various fields such as business, engineering, law, education, social work, and arts and humanities. The University of St. Thomas was founded in 1885 by John Ireland.

Norwest Equity Partners is a private equity firm, a subsidiary of Norwest Partners founded in 1961 by John E. Lindahl. The firm is headquartered in Minneapolis, Minnesota.

Gradient Investments LLC (GI) is an independent, privately-owned, fee-based, SEC registered investment advisor headquartered in Arden Hills, Minnesota. The firm was founded by Charles E. Lucius in 2006. GI provides professional money management services to individuals, employer-sponsored pension plans, foundations, endowments and corporations primarily through exchange-traded funds (ETFs) and individual equities within separately managed accounts.

Join Digital, Inc. provides data privacy and cyber security services for buildings and workplaces. It specializes in security, encryption, information technology infrastructure, digital infrastructure for commercial real estate, smart building, smart workplace, on demand, smart spec suite, common area wireless, and secure. The company was founded by Karl May and Dan Malek in 2016 and is headquartered in San Jose CA.

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.

SunGard Financial Systems develops software for financial services institutions. The firm Offers software and IT services to institutions in the financial services industry. SunGard offers solutions for alternative investments, banks, brokerage& clearance, corporations, insurance, wealth & data management, and risk & compliance. The company is headquartered in New York, NY.

Alantra LLC is a registered broker-dealer and Member, FINRA headquartered in Boston, Massachusetts. The firm was formerly known as Downer & Co. LLC. Alantra is a subsidiary of Nplus1 US Corp. Their ultimate parent is Nmas1 Dinamia SA ("N+1"), an investment banking and asset management firm located in Madrid, Spain. N+1 merged with Downer & Co. in April 2016. They were rebranded as Alantra in September 2016. Alantra specializes in providing services to the global middle market.

RBC Wealth Management (RBCWM) is wealth management division of RBC Capital Markets Equity Research, which is ultimately owned by Royal Bank of Canada (NYSE; TSE: RY). Formerly known as RBC Dain Rauscher, Inc., the firm was founded in 2001 and is headquartered in Minneapolis, Minnesota. RBCWM provides trusted advice and wealth management solutions to individuals, families and institutions.

GovDelivery, Inc. provides government-to-citizen communication solutions. Its platform connects national, regional and local governments with citizens. The company was founded by Scott Burns in 2000 and is headquartered in St. Paul, MN.

Mount Yale Capital Group LLC (Mount Yale) is an investment management firm headquartered in Minneapolis, Minnesota. The firm was founded by Greg Anderson in 1999 and is a subsidiary of Dalton Capital LLC. Mount Yale provides individuals, families, endowments, and foundations with access to research, custom portfolio solutions and high-quality investment strategies.

Founded in 2012, Asymmetry Capital Management is a registered investment advisor and hedge fund manager located in San Francisco, California. Scott C. Kay is the founder, principal owner and CIO of the firm. Mr. Kay is also the manager of the firm’s general partner, curis cognitio LLC, and the manager of ACM HC, LLC, the firm's sole limited partner. Asymmetry provides investment management services primarily to private investment funds, which are offered exclusively to sophisticated investors. The Firm also provides investment management services to other private funds or sophisticated investors on a discretionary basis through separately managed accounts.

Chengdu Wenjiang Rich Ruiwen Clinic Co., Ltd. engages in the operation of a medical examination center. It provides outpatient medical services. The company was founded on December 20, 2016 and is headquartered in Chengdu, China.

Sichuan Rich Medical Technology Co., Ltd. engages in the medical technology development, health consulting, and marketing planning. It specializes in providing medical services and medical products. Its business scope includes medical technology development, technical advice and services, business management consulting, health advice, and marketing planning. The company was founded on August 31, 2016 and is headquartered in Chengdu, China.

Shanghai Rich Medical Investment Group Co., Ltd. engages medical project investments. Its business activities include investment consulting, hospital management consulting, business management consulting, health advisory, marketing planning, sale of cosmetics, and housing lease. The company was founded on August 25, 2014 and is headquartered in Shanghai, China.

Shanghai Rich Ruixin Clinic Co., Ltd. engages in the operation of an examination center. The company was founded on March 19, 2015 and is headquartered in Shanghai, China.

Nanjing Rich Ruixing Clinic Co., Ltd. engages in the operation of an examination center. It offers medical treatment, medical imaging, and medical laboratory services. The company was founded on December 5, 2014 and is headquartered in Nanjing, China.

Beijing Rich Ruitai Clinic Co., Ltd. engages in the operation of an examination center. It provides medical services. The company was founded on May 20, 2015 and is headquartered in Beijing, China.

Part of Vision Bank Holdings, Inc., VISIONBank is a state chartered commercial bank. The company is based in Fargo, ND.

Nantong Haoze Medical Management Co., Ltd. engages in the medical management information consulting activities. Its business scopes include investment consulting, business management consulting, exhibition, and marketing planning services. The company was founded on November 13, 2014 and is headquartered in Nantong, China.

Nantong Rich Medical Management Group Co., Ltd. engages in the provision of hospital management consulting services. Its business activities include business management consulting, health consultation, and marketing planning services. The company was founded on July 14, 2014 and is headquartered in Nantong, China.

NDSU Research Technology Park, Inc. operates as a research and technology park where university researchers and private industry develops new technologies. The company is headquartered in Fargo, ND.