Joel Shulman

BNY Mellon Investment Adviser, Inc. (BNYMIA) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1951 and formerly known as The Dreyfus Corp. They are a wholly-owned subsidiary of MBC Investments Corp., ultimately held by The Bank of New York Mellon Corp. (NYSE: BK). BNYMIA serves as an investment advisor to mutual funds, such as the BNY Mellon Family of Funds and The BNY Mellon Funds Trust, and as sub-investment advisor to non-affiliated mutual funds. Formed in 2009, Dreyfus Cash Investment Strategies (Dreyfus) is a division of the BNYMIA that offers money market strategies to US and non-US institutional investors.

The Bank of New York Mellon Corp. (Wealth Management) (BNY Mellon Wealth Management) is the wealth management division of The Bank of New York Mellon Corp. (NYSE: BK), an investment banking services holding company headquartered in New York City. The firm was formed from the merger of The Bank of New York and the Mellon Financial Corporation in 2007. BNY Mellon Wealth Management provides investment management, wealth management and banking services to individuals, families, family offices, charitable gift programs, endowments and foundations.

GW&K Investment Management LLC (GW&K) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1974 and formerly known as Gannett Welsh & Kotler LLC. They are a subsidiary of AMG Boston Holdings LLC, ultimately held by Affiliated Managers Group, Inc. (NYSE: AMG). GW&K provides active equity and fixed income investment solutions to meet the needs of a diverse client base.

Bainco International Investors LLC (Bainco) is a wealth management firm headquartered in Boston, Massachusetts. It was founded by Samuel Bain in 1987. The firm was acquired by Cerity Partners LLC in 2021. Bainco provides asset management services to high-net worth individuals and families as well as their related trusts, foundations, partnerships, retirement accounts and insurance policies.

Charles Schwab Investment Management, Inc. (dba Schwab Asset Management®) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 1989 and is a wholly-owned subsidiary of The Charles Schwab Corp. (NASDAQ: SCHW). Schwab Asset Management is the investment adviser for Schwab Funds, Schwab ETFs, and separately managed account strategies.

PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY.

Tribar Technologies, Inc. is a leading provider of innovative decorative trim solutions. The private company is based in Wixom, MI, and has manufacturing and corporate facilities across Michigan, including locations in Howell and Wixom. The company has consistently invested in developing new and innovative processes that improve product quality and consistency, enable technology integration, improve aesthetic appeal, and reduce manufacturing costs. Tribar Technologies' products are oriented towards brand differentiation, design, and innovation, which are critical to meeting stringent OEM aesthetic and quality standards. Kevin G. Cramton has been the CEO of the company since 2019.

Southern AG Carriers, Inc. operates as a truckload carrier that provides transportation services. It offers regional truck load and flat bed services. The firm services include regional truckload, nationalwide logistics and local shuttle. The company was founded by Henry H. Griffinin in 1990 and is headquartered in Albany, GA.

Asahi Tec Corp. manufactures and sells general casting and forging parts, devices and equipment. The company's products consist of aluminum components, ductile components, aluminum wheels and electric power equipment. The company was founded in 1916 and is headquartered in Kikugawa, Japan.

CARDONE Industries, Inc. engages in the distributions and supplies of automotive products. It include brakes, drivetrain, electronics, motors, pumps, steering and suspension, and fuel and air system. The company was founded by Michael Cardone, Sr. and Michael Cardone, Jr. in 1970 and is headquartered in Philadelphia, PA.

CarSaver, Inc. engages in the provision of advisory and consulting services for automotive dealerships. The company was founded in 2016 and is headquartered in Miami, FL.

National Automotive Experts LLC operates as a third-party administration company which engages in the provision of finance and insurance products to automotive, powersport and RV dealerships. The firm offers expert auto, powersports and RV, dealer investment advantage, warranty forever, audit protect and reinsurance X. The company was founded by Kelly Price in 1996 and is headquartered in Strongsville, OH.

Atlantix Global Systems LLC sells new, used, and refurbished information technology hardware. Its product line includes Cisco, Sun, HP, IBM, Dell, storage equipment, Nortel and telecom equipment. The firm also offers Mindsafe maintenance, asset recovery, cloud services, professional services, and rentals and leasing. The company was founded in 1976 and is headquartered in Norcross, GA.

Chargify LLC engages in the development of online billing-management software. It offers management, recurring billing, revenue retention, subscription management, integrations, security, and reliability. The company was founded by Lance Walley, Michael Klett, Siamak Taghaddos, and David Hauser in 2009 and is headquartered in San Antonio, TX.