Van B. Davis

Adams Natural Resources Funds, Inc. (Invt Mgmt) (dba Adams Funds) is the investment management division of Adams Natural Resources Funds, Inc. (NYSE: PEO), a closed-end investment company headquartered in Baltimore, Maryland. The firm was founded in 1929 under the name Petroleum Corp. of America. Their name was changed to Petroleum & Resources Corp. in 1977 and it was renamed Adams Natural Resources Fund, Inc. in 2015. Adams Funds manages a closed-end equity fund for various types of investors.

Part of Adams Diversified Equity Fund, Inc., Adams Funds Advisers LLC provides investment advice. The company is based in Baltimore, MD. The company was founded in 2014. The CEO is Mark Edward Stoeckle.

Arthur W. Wood Co., Inc. provides investment advice. The private company is based in Boston, MA and has subsidiaries in the United States. The company was founded in 1899. Donald Philip McCarthy has been the CEO of the company since 2001.

Part of North American Training Services, Inc., East Coast Capital Co. LLC is a company based in New York, NY.

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.

Amundi Asset Management US, Inc. (Amundi US) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and formerly known as Pioneer Investment Management, Inc. and Amundi Pioneer Asset Management, Inc. In 2021, they merged with and into Amundi Pioneer Institutional Asset Management, Inc. and subsequently changed their name to Amundi Asset Management US, Inc. They are a wholly owned subsidiary of Amundi US, Inc., ultimately held by Rue La Boëtie SAS’ Credit Agricole SA (EPA: ACA) in France. Amundi US provides investment management services to pooled investment vehicles and separately managed accounts.

Colorado College provide a broad liberal arts education to students. The college was founded in May 6, 1874 and it is headquartered in Colorado Springs, CO

4M Building Solutions, Inc. provides cleaning and janitorial services. It specializes in cleaning of office buildings, corporate headquarters, schools, manufacturing/industrial, and entertainment facilities. The company was founded by Mitch Murch Sr., in 1978 and is headquartered in St. Louis, MO.

Manufacturers & Traders Trust Co. operates as a state chartered commercial bank. The firm provide banking, insurance, investments, mortgage and commercial financial services. It also provides cash management, digital banking, business financing, treasury management and merchant services. The company was founded in 1856 and is headquartered in Buffalo, NY.

Wilmington Trust Investment Advisors, Inc. (WTIA) is a SEC-registered investment advisor and mutual fund manager headquartered in Wilmington, Delaware. The firm was founded as MTB Investment Advisors, Inc. in 1995 as the result of a merger between Allied Investment Advisors and M&T Asset Management. In 2012, their name was changed to WTIA. The firm is a wholly owned subsidiary of Manufacturers and Traders Trust Co. (M&T Bank), which is owned by M&T Bank Corp. (NYSE: MTB). WTIA principally provides investment management services to institutional clients. The firm also serves as sub-advisor to the Wilmington Funds, a family of mutual funds.

MFS Institutional Advisors, Inc. (MFSI) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1986 and is a wholly-owned subsidiary of Massachusetts Financial Services Co., dba MFS Investment Management (MFS), which is an indirect, majority-owned subsidiary of Sun Life Financial Inc. (TSX: SLF, NYSE: SLF) in Canada. MFSI provides investment advisory services to institutional investors. The firm also provides advisory services through certain wrap fee programs whose participants include individual and high net-worth individuals.