Steven Geis

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.

Osterweis Capital Management, Inc. (Osterweis) is an independent, SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by John Osterweis in 1983. Osterweis offers investment advisory services to various types of clients which include individuals, trusts, institutions, mutual funds, and other entities.

Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis.

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.

Digi-Key Corp. distributes electronic components. It also distributes semiconductors, discrete, electromechanical parts. Its products include audio products, batteries, cable assemblies, capacitors, computer & video accessories, connectors, crystals & oscillators, discrete semiconductor products and many more. The company was founded by Ronald A. Stordahl in 1972 and is headquartered in Thief River Falls, MN.

Colliers Securities LLC (Investment Management) (Colliers-IM) is the investment management arm of Colliers Securities LLC, a broker/dealer headquartered in Minneapolis, Minnesota. The firm was founded in 1997 and formerly known as Dougherty & Co. LLC. They are a wholly owned subsidiary of Colliers Mortgage Holdings LLC, ultimately owned by Colliers International Group, Inc. (NASDAQ, TSX: CIGI), a diversified investment company based in Canada. Colliers-IM provides advisory and other financial services to individuals, pension and profit-sharing plans, charitable organizations, corporations or other businesses.

Northland Securities, Inc. (NSI) is a dually registered, full-service broker dealer and investment advisor headquartered in Minneapolis, Minnesota. The firm was founded in 2002 and is owned by Northland Capital Holdings, Inc., which was acquired by First National of Nebraska, Inc. (OTCMKTS: FINN) in 2023. NSI is actively engaged in buying and selling securities for its own account as well as for clients.

Accredited Investors, Inc., dba Accredited Investors Wealth Management (AIWM), is an independent. SEC-registered investment advisor and wealth management firm headquartered in Edina, Minnesota. The firm was founded by Ross Levin and Willis T. Heupel in 1987. AIWM provides advisory services to individuals and families, trusts, foundations and endowments, charitable organizations, pension and profit-sharing plans (other than plan participants), and corporations or other businesses.

RBC Capital Markets LLC is a full-service brokerage and financial services firm headquartered in New York City. They are a direct subsidiary of RBC USA Holdco Corp. and a wholly-owned indirect subsidiary of Royal Bank of Canada (TSE, NYSE: RY). Founded in 2010, the firm is comprised of 3 major business lines: the Private Client Group, the Fixed-Income Group and the Clearing and Execution Services Group. The Private Client Group serves individual investors, while the Fixed-Income Group provides services to institutions, municipalities and non-profit organizations. The Clearing and Execution Services Group is a provider of clearing and execution services to independent brokers/dealers throughout the US. RBC Capital Markets focuses on the following sectors: communications, media, consumer/retail, diversified industries, energy, financial institutions, forest products, healthcare, infrastructure finance, mining & metals, real estate, social infrastructure, technology and the US municipal markets.

Nuveen Asset Management LLC (NAM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 2011 and is a subsidiary of Nuveen Fund Advisors LLC, which is ultimately owned by TIAA Board of Governors. NAM provides investment advisory and sub-advisory services to a broad range of individual and institutional clients, such as open-end and closed-end investment companies and other pooled investment vehicles.

Founded in 1988, Beacon Securities Ltd. is an independent investment dealer located in Halifax, Nova Scotia. The firm specializes in research, underwriting, trading and sales. Their research focuses on companies with a connection to Atlantic Canada and with income trusts, both in Atlantic Canada and throughout Canada. Beacon's fixed-income team is involved in underwriting, origination, trading and sales. They have significant expertise in the Canadian fixed-income market with a focus on Eastern Canadian provincial, municipal and corporate debt.

Stony Point Group, Inc. (Stony Point Group) is a private equity firm founded by Kenneth Glass in 1995. The firm is headquartered in Asheville, North Carolina.

Medavie, Inc. provides personal health benefits coverage services. It offers health, travel, life and income replacement products to group and individual customers. The firm also administer various provincial and federal government-sponsored health programs and through subsidiary companies and manage ambulance services. The company was founded in 1999 and is headquartered at Moncton, Canada.

Founded in 1993, Auerbach Grayson & Co. LLC is a broker/dealer/located in New York City. The firm is a subsidiary of Auerbach Grayson Holdings LLC. Through their worldwide network of broker partners, the firm offers research, execution and clearance in equities, derivatives and fixed-income instruments. They also provide and implements hedging and arbitrage strategies. Auerbach Grayson & Co. is a member of FINRA and the SIPC. They employ bottom-up research to identify undervalued, under-represented and misunderstood companies. The firm covers a broad range of small-cap, mid-cap and emerging market equities.

ACA International is a leading association in the accounts receivable management industry. ACA International is based in Minneapolis, MN and has subsidiaries in the United States. The private company plays a critical role in supporting the credit-based economy.

North Central Equity LLC (North Central Equity) is a private equity firm founded in 2004 by Elam Baer. The firm is headquartered in Eden Prairie, Minnesota.

Lincoln Hockey LLC owns and operates hockey franchise. It also markets sports merchandise, tickets, and collectable hockey game items. The company was founded by Theodore J. Leonsis in 1974 and is headquartered in Washington, DC.

Bison Gold Resources, Inc. operates as gold exploration company. It engages in the acquisition, exploration and development of properties for mining of precious and base metals. The company was founded on April 18, 2005 and is headquartered in Toronto, Canada.

The Los Angeles Kings Hockey Club LP owns and operates a professional hockey franchise. The company was founded in 1967 and is headquartered in Los Angeles, CA

New York Rangers LLC engages in the operation of ice hockey team. It provides game tickets, news, and team updates. The company was founded in 1926 and is headquartered in Albany, NY.

Detroit Red Wings, Inc. operates as a hockey team of the Central division of the Western Conference of the National Hockey League (NHL). The company is headquartered in Detroit, MI.

ABN AMRO Bank NV (New York) serves as a representative office of ABN Amro NV in the United States. It provides commercial banking services to clients in the retail, private and commercial sectors. The company was founded on April 25, 2010 and is headquartered in New York, NY.

Norwest Mezzanine Partners (Norwest Mezzanine Partners) is a private equity subsidiary of Norwest Venture Capital Management Inc. founded in 2000 and headquartered in Minneapolis, Minnesota with an office in Florida.

Goldner Hawn Johnson & Morrison Inc. (Goldner Hawn Johnson) is a private equity firm is founded by Mike Goldner, Van Zandt Hawn, Tim Johnson and Jack Morrison in 1989. The firm is headquarter in Minneapolis, Minnesota.

Financial Recovery Services, Inc. provides custom collections and receivables management solutions. It also offers debt collection services. The company was founded by Brian C. Bowers and Wade P. Davis in March 1996 and is headquartered in Edina, MN

Fey Industries, Inc. provides branded promotional and packaging products. The company was founded in 1965 and is headquartered in Edgerton, MN.