Tom Knapp

Invesco Advisers, Inc. is a SEC-registered investment advisor headquartered in Atlanta, Georgia. They are a subsidiary of Invesco Group Services, Inc., ultimately held by Invesco Ltd. (NYSE: IVZ). The firm was founded in 1986 and previously known as Invesco Institutional NA, Inc. until April 2010 when Invesco Ltd. consolidated the businesses of their US investment advisors (Invesco AIM Advisors, Inc., Invesco AIM Capital Management, Inc., Invesco AIM Private Asset Management, Inc. and Invesco Global Asset Management NA, Inc.) under the name Invesco Advisers, Inc. They provide discretionary and non-discretionary investment advisory services to individuals, institutional and high net-worth clients through separate accounts, wrap fee programs and US registered investment companies and other Commingled Funds.

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.

Raymond James & Associates, Inc. (RJA) is a registered broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1962 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF), a diversified holding company. RJA offers a full array of capital markets services, strategic advice and planning for institutional investors.

Chas. P. Smith & Associates, PA, CPAs is an independent, SEC-registered investment advisor headquartered in Lakeland, Florida. They do-business-as CPS Investment Advisors (CPS). The firm was founded in 1975 to offer traditional tax and accounting services with a focus on educating clients about money and financial independence. In 1989, CPS became a full-service Registered Investment Advisory firm that provides portfolio management services to high net worth individuals, individuals, corporations, corporate pension and profit-sharing plans, charitable institutions, foundations, endowments, municipalities, and other US institutions.

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.

Ned Davis Research, Inc. (NDR) is an institutional investment research firm headquartered in Nokomis, Florida. The firm was founded by Ned Davis in 1980. They are wholly owned by Delinian Holdings US LLC, which is ultimately owned by Delinian Ltd. in Great Britain. NDR produces and publishes independent financial research and offers customized research services. The firm markets its research globally, primarily to registered investment advisers, brokerage firms, asset management firms, hedge funds, endowments, pension and profit-sharing plans, and other types of institutional investors. Their approach combines both fundamental and technical research disciplines.

The Florida Bar operates as professional organization of lawyers. The company is headquartered in Tallahassee, FL.

The State Board of Administration of Florida provides investment management services. The private company is based in Tallahassee.

Fiduciary Trust International LLC (FTI) is a SEC-registered investment advisor and wealth management firm headquartered in Lincoln, Massachusetts. The firm was founded by Dr. Lisette Cooper in 1931 as Athena Capital Advisors LLC and rebranded as Fiduciary Trust International LLC in 2020. They are a subsidiary of Fiduciary International Holding, Inc., ultimately held by Franklin Resources, Inc. (NYSE: BEN). FTI provides highly customized portfolio management, research, and related wealth management services to high- and ultra-high-net worth individuals, families, and nonprofit institutions. The firm also provides advisory services to privately offered investment funds.

Seamless Medical Systems, LLC designs cloud-based software and services that help physician practices to streamline their front office operations and facilitate enhanced communication with patients. It offers SNAP Practice, a cloud-based patient engagement platform for patient data capture and registration, data control and communication, and health education and communication, as well as includes primary care forms, digital signature capture, pre-populating and auto-formatting data field logic, and data transfer to practice systems. The company was founded by David Perez and is headquartered in Santa Fe, NM.

The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY.

Rentalbeast, Inc. provides real estate services. It specializes in providing apartment rentals, real estate consulting, real estate agent tool , MLS tool, and listing agent tool. The company was founded by Ishay Grinberg and is headquartered in Somerville, MA.

Part of Everi Holdings, Inc., Venuetize, Inc. operates a mobile technology and m-commerce platform for the sports, hospitality, and entertainment industries. The company is based in Tampa, FL. The company was founded in 2014 by Jonathan Romm. Jonathan Romm has been the CEO since 2014. Venuetize was acquired by Everi Holdings, Inc. on October 20, 2022 for $24 million.

AEI HorizonX (AEI HorizonX) is a joint venture capital arm of AE Industrial Partners and Boeing Co founded in 2017. The firm is headquartered in Boca Raton, Florida.

New England Development Corp. engages in the development and management of real estate property. Its projects include shopping centers, residential buildings, and office spaces. The company was founded by Stephen R. Karp in 1972 and is headquartered in Boston, MA.

Re:Build Manufacturing LLC is a company that specializes in product innovation, advanced components, systems production, and industrial automation. The company is based in Framingham, MA and has subsidiaries in the United States. The company offers capabilities such as hydroforming, assembly, and kitting to provide the best and safest solutions for customers in the aerospace and defense industries. The company's goal is to revitalize the manufacturing base in the future by utilizing their advanced capabilities to research, design, engineer, and brand products with the intention of commercializing them. It was founded in 2020 by Jeffrey A. Wilke and Miles Arnone, with Miles Arnone serving as the CEO since 2020.

Optomec, Inc. supplies additive manufacturing systems. It offers aerosol jet printers that enable 3D printing of micron-scale electronics structural use models, such as 3D antennas in mobile devices, and electronic components in 3D IC or PCB applications; and LENS printers for prototyping and production of metal components in military/aero markets, and the repair/replacement of parts requiring metal combination and finishing requirement. The firm serves industrial, research and government organizations in the electronics, energy, life sciences and aerospace industries. The company was founded in 1982 and is headquartered in Albuquerque, NM.

Cool Planet Energy Systems, Inc. develops negative carbon fuels. Its process, known as the carbon negative fuel cycle creates drop-in gasoline and can be used in any vehicle on the road today. The firm’s product that is CoolTerra biocarbon sequesters carbon and creates value for industries as diverse as agriculture, water, and livestock. The company was founded by Michael C. Cheiky in 2009 and is headquartered in Greenwood Village, CO.

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.

Studio Bank operates as a boutique bank. It provides deposits and loans to businesses, organizations, families, and individuals with financial services through an omni channel delivery model allowing clients to bank anywhere, anytime. The company was founded in 2018 and is headquartered in Nashville, TN.