Frank Bragg

JPMorgan Investment Management, Inc. (JPMIM) is a global, SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as the result of Chase Manhattan's purchase of Robert Fleming Holdings and the subsequent merger of Chase and JPMorgan. In January 2010, JPMorgan Investment Advisors merged into JP Morgan Investment Management. JPMIM is a subsidiary of JPMorgan Asset Management Holdings, Inc., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM). The firm primarily provides investment advisory services to both US and non-US institutional and retail clients.

Chase Investment Counsel Corp. (Chase) is an independent, SEC-registered investment advisor headquartered in Charlottesville, Virginia. Chase was founded by Derwood S. Chase, Jr. in 1957 to provide investment management to individuals and families throughout Virginia.

UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients.

Morris & Wells Wealth Management LLC (Morris & Wells) is an independent SEC-registered investment advisor and wealth management firm headquartered in Charlottesville, Virginia. The firm was founded by John Darrell in 1975 as John Stewart Darrell & Co. as a sole proprietor and transitioned to an LLC in 2012 as Darrell & King LLC. They became Morris & Wells Wealth Management LLC in 2023. Morris & Wells manages individual stock and bond portfolios on behalf of clients whose assets are held in the custody of a third party.

R. G. Niederhoffer Capital Management, Inc. (RGNCM) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in Sunny Isles Beach, Florida. The firm was founded by Roy G. Niederhoffer in 1993. RGNCM serves as the investment manager for several private funds, as sub-investment manager for one hedge fund, and as the investment manager or trading advisor for several separately managed accounts.

Part of The Capital Group Cos., Inc., American Funds Distributors, Inc. provides investment advice. The company is based in Los Angeles, CA.

Mergent, Inc. provides financial information content online and publishes financial data. It offers research, analytics, data feeds, data collections, corporate actions, fixed income, private company and investor relations solutions. The firm’s advanced data collection services, cloud-based applications, desktop analytics and print products it is able to provide solutions from top down economic and demographic information, to detailed equity and debt fundamental analysis. The company was founded in 1900 and is headquartered in Charlotte, NC.

GMAC Insurance Holdings, Inc. provides automobile insurance services. It provides insurance services for cars, recreational & commercial vehicles, and motorcycles. The company is headquartered in St. Louis, MO.

BAI, Inc. provides professional support services. It offers professional services to government and industry, principally in the areas of arms control implementation and compliance, non-proliferation, and national security. The company was founded by Duvall McClellan Williams Jr. and John T. Hardenbergh in January 1999 and is headquartered in Alexandria, VA.

Mecklenburg County Council Boy Scouts of America operates as a non profit organization that Provides community development programs. Its programs include advancement and merit badges, alumni, boy scouts, cub scouts, COPE and climbing, eagle scouts, and shooting sports. The company was founded in 1915 and is headquartered in Charlotte, NC.

Cygnus Asset Management SGIIC SA (CYAM) is the asset management subsidiary of Zisne Capital SA in Spain. Founded in 2006 by Luis Amusategui, Juan Cruz Alonso, Alvaro Ventosa, Isabel Serra and José María Amusategui Amusategui, the firm is located in Madrid and manages a range of funds for individual and institutional investors.

Morgan Keegan & Co. LLC is a broker/dealer headquartered in St. Petersburg, Florida. The firm was founded in 1969 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF). Morgan Keegan & Co. provides securities brokerage services to various types of clients.