Ivan Mothershead

Afton Capital Management LLC (Afton Capital) is an independent hedge fund manager headquartered in Charlotte, North Carolina. The firm was founded by Campbell Jenkins in 1986 as Blue Ridge Capital Management LLC. Afton Capital manages private pooled investment vehicles for high net worth investors.

Trustco Bank Corp. (New York) (Investment Management) is the investment management division of Trustco Bank Corp. (NASDAQ: TRST), a commercial bank headquartered in Glenville, New York. Trustco Bank provides personalized investment management, trust administration and estate settlement to individuals, partnerships, corporations and governments of New York, Florida, Massachusetts, New Jersey and Vermont.

Kingfisher Capital LLC (Kingfisher) is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. The firm was founded by Alex Miles and H. K. Hallett II in 2009. They were acquired in 2023 by Mercer Global Advisors, Inc. and their ultimate parent is Mercer Advisors, Inc. Kingfisher provides advisory services to high-net-worth individuals, trusts, estates, pension and profit-sharing plans, charitable institutions, foundations, endowments, corporations, and small businesses.

Carolina Securities Corp. is a private company based in Beaufort, SC.

Bragg Financial Advisors, Inc. (Bragg) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Charlotte, North Carolina. The firm was founded by J. Frank Bragg, Jr. in 1964. Bragg provides advisory services to individuals, investment companies which includes mutual funds, pension and profit-sharing plans and charitable organizations.

Mountain Retreat Association is a is a church-related institute and it operates conference centers. It offers clubs program, spiritual enrichment, worship, assembly inn, campground, lodges, camping, and craft and pottery activities. The company was founded in 1905 and is headquartered in Montreat, NC.

Franklin Primary Health Center, Inc. provides health care and social services. Its services include adult medicine, dentistry, nutrition, rheumatology, pharmacy, optometry, medication assistance, medical social work. The company was founded by Marilyn Aiello in 1975 and is headquartered in Mobile, AL.