Takuma M. Riordan

Authorize.net Holdings, Inc. engages in the provision of online payment and billing processing services. It provides internet protocol-based payment processing gateway solutions that enable online and other merchants to authorize, settle, manage risk, and manage credit cards. The company was founded by Alvin Radkowsky in 1989 and is headquartered in American Fork, UT.

Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis.

Raymond James & Associates, Inc. (RJA) is a registered broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1962 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF), a diversified holding company. RJA offers a full array of capital markets services, strategic advice and planning for institutional investors.

Deutsche Bank Securities, Inc. (DBSI) is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 1971 and is a wholly-owned investment banking and brokerage arm of DB U.S. Financial Markets Holding Corp., ultimately held by Deutsche Bank AG (NYSE: DB, FRA: DBK) in Germany. DBSI provides securities brokerage and investment advisory services to domestic and international private clients and institutions. They are also a primary dealer in US government securities as designated by the Federal Reserve.

Bailard, Inc. is a SEC-registered investment advisor headquartered in Foster City, California. The firm (formerly Bailard, Biehl and Kaiser prior to its re-naming in 2005) was founded in 1969 by three graduates of the Stanford Graduate School of Business. They are a wholly owned subsidiary of BB&K Holdings, Inc. Bailard provides investment advisory and financial planning services and offers single asset strategies to investors on a standalone basis. The firm manages separate accounts for institutional clients and provides advisory and sub-advisory services to pooled investment vehicles.

Northwestern Mutual Wealth Management Co. provides investment advice. The company was founded in 2001 and is headquartered in Milwaukee, MI.

JuliusWorks, Inc. engages in the operation of online influencer marketing platform. It offers influencer search and discovery, campaign management, and measurement and reporting suites. The company was founded by Jared Augustine, Jason Shuman and Brian Douglas in 2012 and is headquartered in New York, NY.

Part of XP, Inc., XP Investments US LLC is a brokerage services provider. The company is based in New York, NY. The company was founded in 2011. Adelia Mariel Gomez has been the CEO of the company since 2014.

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.

Founded in 2001, Macquarie Capital (USA), Inc. is a registered broker/dealer located in New York City. The firm is a subsidiary of Macquarie Bank Ltd. (ASX: MBL). They provide coverage of the following industries: resources, healthcare, security/defense, transportation, financial services, retail/consumer products, TMET (telecommunications, media, entertainment and technology), oil & gas, diversified manufacturing/distribution and infrastructure/utilities. Macquarie Capital (USA), Inc. is a member of FINRA.

Trivest Partners LP (Trivest Partners) is a private equity firm, a subsidiary of Trivest Partners Inc. founded in 1981 by Earl W. Powell. The firm is headquartered in Coral Gables, Florida.

Gryphon Investors,LLC (Gryphon Investors) is a private equity firm founded in 1995 by R.David Andrews. The firm is headquartered in San Francisco, California.

RVX Asset Management LLC (RVX) is an independent, SEC-registered investment advisor headquartered in Aventura, Florida. Founded in 2015, RVX provides discretionary advisory services to institutions and high net worth individuals.

Cultivian Ventures LLC (Cultivian Ventures) is a venture capital subsidiary of Sandbox Holdings LLC founded in 2008. The firm is headquartered in Chicago, Illinois.

HealthEdge Investment Partners, LLC (HealthEdge Investment Partners) is a private equity firm founded in 2005 by Harold S. Blue and Phillip Dingle. The firm is headquartered in Tampa, Florida.

Barclays Capital, Inc. is a registered broker/dealer headquartered in New York City. The firm was founded in 1997 and is a subsidiary of Barclays Group US, Inc., ultimately owned by Barclays plc (LON: BARC) in Great Britain. Barclays Capital provides large corporate, government and institutional clients a full spectrum of prime brokerage services which includes equities and fixed income financing, OTC Clearing, Futures and Foreign Exchange Prime Brokerage and access to industry insights and analytics from their Strategic Consulting team.

Alpha Kappa Psi Fraternity, Inc. is a civic, social, and fraternal association. The non-profit company is based in Indianapolis, IN. The company was founded by Klara Klarowicz.

Spring Lane Management LLC (Spring Lane Capital) is a private equity firm founded in 2017 by Nikhil Garg, Christian Zabbal and Rob day. The firm is headquartered in Boston, Massachusetts.

Lloyds Development Capital (Holdings) Ltd. (LDC) is a private equity firm founded in 1981. The firm is headquartered in London, United Kingdom and is wholly owned by LBG Equity Investments Ltd.

Category Five Technologies, Inc. distributes cooking and food service equipment. It helps to sell hand dryers, commercial restroom accessories, drinking fountains, and floor machines to schools, government facilities, state and city parks, daycare centers, fitness centers, dance studios and restaurants. The company was founded by Anthony DiCicco in 2003 and is headquartered in Garland, TX.

Citigroup Private Bank is the private banking subsidiary of Citigroup, Inc. (NYSE: C) in the US. Headquartered in New York City, the firm serves worldly and wealthy individuals and their families with a customized private banking service that crosses borders. They also provide services to professional investors, family offices, and lawyers and law firms.

Primary Venture Management LLC (Primary Venture Partners) is a venture capital firm founded in 2004 by Ben Sun and Brad Svrluga. The firm is headquartered in New York.

Elsker, Inc. is a company that focuses on refinancing auto loans and providing access to the best market rates. The company is based in New York, NY. The company prioritizes financial equality and aim to help their community. The CEO of the company is Andres Klaric.

Realm Living, Inc. develops a software that provides homeowners with data points about their properties. The company is headquartered in New York, NY.

Perry Health, Inc. develops digital health tool that helps monitor patients, manage their conditions, and coordinate care and communication. The company was founded by Anshu Vaish, Pan Chaudhury and Petar Petrov and is headquartered in Brooklyn, NY.

Table22, Inc. is a software company that helps restaurants generate revenue and build stable, durable revenue by launching a subscription with them. The company is based in New York, NY and Austin, TX. The company offers a full-suite of purpose-built software for running a successful program, from e-commerce to order management, and payments to guest comms. The company was founded by Samuel W. Bernstein, who has been the CEO since incorporation.

The Jeffrey Modell Foundation is a nonprofit organization based in New York, NY. The foundation is dedicated to advocacy, research, education, awareness, newborn screening, and genetic sequencing for primary immunodeficiency.

US Investment Partners operates as a venture capital company.

Naya Homes Holdings Ltd. specializes in holiday rental and short-term rental management in Puerto Vallarta and Mexico City. The company is based in Mexico City, Mexico. The Mexican company's services include a rental calculator to help clients earn more and worry less. Naya Homes was founded by Humberto Pacheco, Roberto Fernández, and Iacopo Santini, with Humberto Pacheco serving as CEO since incorporation.

Marker Learning is a company that aims to inspire and support students with all types of learning needs to reach their full potential. The company is based in New York, NY. The company provides a telepsychology platform that offers gold-standard learning disability assessments and personalized action plans to schools and families. Marker Learning partners with top tier psychologists to virtually administer evidence-based learning disability assessments and uses proprietary technology to streamline the assessment process, reduce cost, and decrease turnaround time. The company was founded by Stefan Bauer, Emily Yudofsky, and Stefan Bauer has been the CEO since incorporation.