David Raphael Kotok

Part of Lehman Brothers Holdings, Inc., Shearson Lehman Bros., Inc. provides security broker services. The company is based in New York, NY.

Cypress Capital Group, Inc. (CCG) is an independent, SEC-registered investment advisor headquartered in Palm Beach, Florida. Formerly known as Palm Beach Investment Advisors LLC, the firm was founded in 1988 when a Chicago firm headed by Barry Hoyt bought Palm Beach Investment Advisors, which had earlier absorbed Cypress Trust. CCG provides investment advice to individuals and institutional clients throughout the US.

Cantor Fitzgerald & Co. is the investment bank and brokerage subsidiary of CFS CF & Co. I Holdings LP, which is owned by Cantor Fitzgerald LP in the US. The firm was founded by Bernie Gerald Cantor and John Fitzgerald in 1945. Headquartered in New York City, Cantor Fitzgerald offers clients a global, multi-asset prime brokerage platform with a focus on the quality middle market.

Princeton Capital Management LLC (Princeton Capital) is an independent registered investment advisor headquartered in Red Bank, New Jersey. On September 2017, Hudson Canyon Investment Counselors LLC (founded in 2001) acquired the assets of Princeton Capital Management, Inc. (founded in 1988) and changed its name from Hudson Canyon Investment Counselors LLC to Princeton Capital Management LLC. Princeton Capital offers investment advice to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, private funds, other pooled investment vehicles, family offices, civic, education and artistic organizations, other investment advisers and other business entities.

Wiltel Communications Group, Inc. provides customized communications solutions to enterprises, and federal government. The company was founded by Robert D. Williams and is headquartered in Tulsa, OK.

Citigroup Alternative Investments LLC (CAI) is a SEC-registered asset management firm headquartered in New York City. The firm was founded in 2002 and is a wholly-owned subsidiary of Citigroup Investments, Inc., which is owned by Citigroup, Inc. (NYSE: C). CAI provides advisory services to private investment companies, such as private equity funds and funds of one or more private equity and real estate funds. The investors in the funds advised by the firm are institutional investors, funds of funds, high-net worth individuals and employees, and former employees of Citigroup, Inc.

Part of J.E.M.B. Realty Corp., DGMB Casino LLC is a company that operates a hotel casino. The company is based in Atlantic City, NJ. The company was founded in 1978. The CEO is Mark Giannantonio. DGMB Casino was acquired by J.E.M.B. Realty Corp. from Colony Capital LLC on August 23, 2010.

NextiraOne LLC provides integrated network solutions for enterprises. It engages in planning, designing, implementing and supporting traditional and converged communications networks. The firm offers Internet protocol telephony, data and voice, information security and professional solutions. The company is headquartered in Lawrence, PA.

Part of Barclays PLC, E.F. Hutton & Co., Inc. is a company that provides investment and financial services. The company is based in Providence, RI.

Kane Steel Co. processes and distributes steel products. It provides cold finished bars, hot-rolled carbon steel, pipe & tube products, specialty, construction and sheet products. Its processing services include flame-cutting, forming, plasma-cutting, punching and shearing. The company was founded in 1955 and is headquartered in Millville, NJ.

Tropicana Atlantic City Corp. owns and operates casinos and resorts. The hotel amenities include rooms and suites, casino gaming, gourmet dining, indoor and outdoor pool, fitness center, Jacuzzi, sauna, beach towel, cabana service, spas and pampering. The company was founded in 1989 and is headquartered in Atlantic City, NJ.

SVB Wealth LLC (SVBW) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 2006 as BP Wealth Management LLC and changed their name to Boston Private Wealth LLC in 2015 and SVB Wealth LLC in 2022. In 2023, they became a wholly owned, non-bank subsidiary of First-Citizens Bank & Trust Co., which in turn, is a wholly owned subsidiary of First Citizens Bancshares, Inc. (NASDAQ: FCNCA). SVBW offers a comprehensive and customized set of wealth management and investment management services to high net-worth individuals, families, trusts and organizations, including foundations and endowments.

Sanders Morris Harris LLC (Investment Management) (SMH-IM) is the investment management division of Sanders Morris Harris LLC, a registered broker/dealer firm headquartered in Houston, Texas. The firm was founded in 2000 and is a wholly-owned subsidiary of Tectonic Financial, Inc. (NASDAQ: TECTP). SMH-IM provides advisory services to individuals, pooled investments, plan sponsors, trusts, estates, corporations, institutions, and other businesses.

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.

Part of Nikkei, Inc., The Financial Times (United States) is a publisher of international business newspapers. The company is based in New York, NY. The CEO of the company is John Joseph Ridding.

National Association for Business Economics operates as a non-profit organization. It offers corporate planning, financial, health economics, small business, real estate, construction, technology and transfer pricing. The company was founded in 1959 and is headquartered in Washington, DC.