Jordan Bastable

Barrow, Hanley, Mewhinney & Strauss LLC, dba Barrow Hanley Global Investors (Barrow Hanley), is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded by Michael C. Mewhinney in 1979. They are a subsidiary of Perpetual US Holding Co., Inc., ultimately held by Perpetual Ltd. (ASX: PPT) in Australia. The firm provides US and global equity and fixed income management strategies to institutional investors, mutual funds, and other clients. Barrow Hanley is a signatory to the United Nations' Principles for Responsible Investment (UN PRI).

Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world.

Stephens, Inc. is a full-service investment bank and brokerage firm headquartered in Little Rock, Arkansas. The firm was founded in 1933 and is a subsidiary of Susi Holdings, Inc., which is owned by Stephens Financial Services LLC. Stephens provides comprehensive securities sales and trading services, including customized solutions for clients in North America and abroad.

Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY.

Southern Methodist University is a private university near the center of Dallas, SMU offers undergraduate, graduate, and professional programs through seven schools in the humanities and sciences, business, the performing, visual, and communication arts, engineering, education and human development, law, and theology.

Crestline Investors, Inc (Crestline Investors) is a private equity firm founded in 1997 by Douglas Bratton. The firm is headquartered in Fort Worth, Texas.

University of North Dakota Alumni Association & Foundation engages in the provision of philanthropic services. It helps foster connections and for the advancement of the community. The company was founded on June 13, 1889 and is headquartered in Grand Forks, ND.

Tailwind Advisors LLC (Tailwind Advisors) is a private equity firm founded in 2008 by Jeff R. Dillard, Stewart Henderson and Mark Page. The firm is headquartered in Fort Worth, Texas.

Surveyor Capital Ltd. is a hedge fund seeding platform headquartered in New York City. The firm was founded in 2008 and is a subsidiary of Citadel LP, which is owned by GFH HFEVA LLC. Surveyor Capital manages capital exclusively for Citadel’s multi-strategy funds and its positions are consolidated in Form 13F filed by Citadel Advisors LLC.

Hilltop Securities, Inc. (dba HilltopSecurities) is a broker/dealer firm headquartered in Dallas, Texas. The firm was founded in 1946 as Southwest Securities, Inc. and they a subsidiary of Hilltop Securities Holdings LLC. Hilltop Securities provides a full array of trading and execution services for their clients.

Altitude Ventures (Altitude Ventures) is a venture capital firm founded in 2012. The firm is headquartered in Nashville, Tennessee.

Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA.

Diesslin Group, Inc. (DG) is an asset management firm headquartered in Fort Worth, Texas. The firm was founded by David Diesslin in 1980. DG provides fee-only financial advisory services and wealth management to individuals, closely held businesses, private foundations, and endowments.

Piper Sandler & Co. (Broker) (PSC-Broker) is the full-service brokerage division of Piper Sandler & Co., a financial service firm headquartered in Minneapolis, Minnesota. They are a subsidiary of Piper Sandler Companies (NYSE: PIPR). The firm was founded in 1969 and previously known as Piper Jaffray & Co. They became Piper Sandler & Co. when Piper Jaffray Companies and Sandler O’Neill & Partners, L.P. merged to become Piper Sandler Companies in 2020. PSC-Broker provides brokerage and investment banking services to financial institutions, corporations and other financial investors. Their core focus sectors are Agriculture, renewables & cannabis, Business services, Chemicals & Materials, Consumer, Diversified industrials & services, Energy, Financial services, financial sponsors, Healthcare, and Technology.

Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis.

LKCM Headwater Investment (LKCM Headwater Investment) is the private equity arm of Luther King Capital Management Corp, founded by John Bryan King. The firm is headquartered in Fort Worth, Texas.

776 Fund Management (776 Fund Management) is a venture capital firm founded in 2020 by Alexis Ohanian. The firm is headquartered in Miami, Florida.

Phocas Financial Corp. (Phocas) is an independent, SEC-registered investment advisor headquartered in Alameda, California. The firm was founded by William F. K. Schaff in 2005. Phocas manages separate accounts and mutual funds for institutional investors, investment advisors, and individual investors.

Ayehu Software Technologies Ltd. provides information technology (IT) process automation and orchestration solutions for IT and security professionals. Its products include process automation, book automation, cyber security incident response, self service portal, and notification and escalation. The company was founded by Gabby Nizri and Yaron Levyon in 2007 and is headquartered in Holon, Israel.

Breakout Commerce, Inc. provides custom print fulfillment services. It offers an intuitive application program interface for white-labeled print sales and an application, shopify, which automates product fulfillment and direct sales of merchandise and promotional products. The company was founded by Austen Bernstein, Nick Anderson and Micah Smith in 2015 and is headquartered in New York, NY.

Anagram, Inc. operates as a software company. Its Patch platform enables users to manage and claim filing for out-of network benefits. The company was founded by Brett Plotzker and Jeremy Bluvol and is headquartered in San Francisco, CA.

Fintech Studios, Inc. provides cloud-based network of curated, disruptive FinTech apps, and big-data financial analytic products. curated fintech apps, investment research and big-data analytic services. It offers brokerage, trading, wealth management, banking and asset management, capital markets application, research, news, and financial analytics. The company was founded by Jim Tousignant and Andrew Haines in 2014 and is headquartered in New York, NY.

Giraffic Technologies Ltd. offers a disruptive solution for the growing rich media content consumption (primarily video) in the fixed and mobile web. It provides its video acceleration software to OTT Video Apps Providers, as well as to Consumer Electronics Device Manufacturers such as Smart TVs, Set-Top-Boxes, Tablets and Smartphones. The company offers online video sites, IPTV and over-the-top tv operators a distributed streaming technology that accelerates video delivery over the open Internet to their end users, enabling smooth, buffering-free HD and adaptive video streaming. Giraffic Technologies was founded in December 2008 by Yoel Zanger and Gil Gat and is headquartered in Tel-Aviv, Israel.

JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics.

FiLIP Technologies, Inc. develops and assembles communication and location based products and services. It develops FiLIP, a wearable smart locator and voice watch for kids that enable children to easily reach parents when need to get in touch and also lets parents to call its children and find its location via an application on Smartphone. The company was founded by Sten Kirkbak in 2009 and is headquartered in New York, NY.

Z Capital Group LLC (ZCG) is a SEC-registered investment advisor and alternative investment manager headquartered in New York City. The firm was founded by James Zenni in 2006. ZCG serves as an investment manager and provides discretionary advisory services to pooled investment vehicles and private investment partnerships.

KEC Ventures (KEC Ventures) is a venture capital subsidiary of KEC Holdings LLC founded in 2011. The firm is headquartered in New York.

TD Ameritrade, Inc. is an investment brokerage firm headquartered in Omaha, Nebraska. They are a subsidiary of TD Ameritrade Online Holdings Corp., ultimately owned by The Charles Schwab Corp. (NYSE: SCHW). The firm was founded in 1975 and provides online brokerage services to their clients. Customers can manage their investment portfolios via the Internet as well as through personal digital assistants, wireless phone services and interactive voice recognition systems.

Equitable Advisors LLC is a SEC-registered investment adviser and wealth management firm headquartered in New York City. The firm was founded in 1999 and is a subsidiary of Equitable Distribution Holding Corp., ultimately held by Equitable Holdings, Inc. (NYSE: EQH). Equitable Advisors provides investment advisory services to individuals, trusts, estates, charitable organizations, banks or thrift institutions, corporations and other business entities, and pension and profit-sharing plans.

Sidoti & Co. LLC (S&C) is a registered broker and equity research firm headquartered in New York City. The firm is a subsidiary of Sidoti Holding Co. LLC and was founded in 1999. S&C provides research exclusively to institutional investors. The firm covers the following sectors: housing, retail, basic industries, technology, business services, capital goods, automotive, computer software, regional banking, telecommunications, entertainment, healthcare and consumer products. Their analysts conduct their own due diligence which includes visiting companies and meeting with operating and financial management. In addition, the firm's analysts focus on fundamentals, particularly cash flow from operations and EPS.