Jason Edgar

Citibank NA engages in the provision of banking services. It offers retail and commercial banking; credit cards; banking, capital markets, and advisory; markets and securities services; private banking; and treasury and trade solutions. The company was founded on June 16, 1812 and is headquartered in New York, NY.

Hartford Investment Management Co. (HIMCO) is a SEC-registered investment advisor headquartered in Hartford, Connecticut. The firm was founded in 1996 by acquiring the business, personnel and corporate name of an affiliate which had been in operation since 1981 and which performed substantially similar services They are a wholly-owned subsidiary of The Hartford Financial Services Group, Inc. (NYSE: HIG). HIMCO provides investment advisory services primarily to institutional clients and registered and unregistered investment companies. The firm also serves as an investment adviser for its affiliates and provides investment advisory services for vehicles that support the product mix of its affiliates.

Voya Investment Management Co. LLC (Voya IM) is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. Formerly known as ING Investment Management Co. LLC, the firm was founded in 1972 under the name of Aetna Capital Management, Inc. They are a wholly-owned subsidiary of Voya Investment Management LLC, ultimately held by Voya Financial, Inc. (NYSE: VOYA). Voya IM provides investment management services to a wide range of clients and investment vehicles.

Bar Harbor Bank & Trust operates as a community bank. It offers personal and business banking services, and trust services. The company was founded in 1887 and is headquartered in Bar Harbor, ME.

Columbus Circle Investors (CCI) is a SEC-registered investment advisor headquartered in Stamford, Connecticut. The firm is directly owned by CCIP LLC and is a partly-owned subsidiary of Principal Global Investors LLC, itself a member of Principal Financial Group, Inc. (NYSE: PFG). Founded in 1975, CCI provides portfolio management services to individuals, high net-worth individuals, corporate pension and profit-sharing plans, Taft-Hartley plans, charitable institutions, foundations, endowments, municipalities, registered mutual funds, private investment funds, trust programs, sovereign funds, foreign funds, and other US and international institutions. The firm also provides sub-advisory services to certain registered investment companies, including certain affiliated Principal Global Investors’ Funds. They also sub-advise accounts of the Principal Global Investors Trust and provide investment portfolio services to wrap fee programs and other similar mandates.

UBS Securities LLC is an investment bank and registered broker/dealer headquartered in New York City. The firm was founded in 1998 as UBS Warburg LLC. They are a subsidiary of UBS Americas Holding LLC, ultimately held by UBS Group AG (SWX: UBSG, NYSE: UBS) in Switzerland. UBS Securities is a primary dealer in US Government securities and provides a full range of investment banking services which includes corporate finance, mergers and acquisitions, capital markets, trading and sales, fixed-income, equity research, private banking, underwriting and prime brokerage operations. The firm also provides advisory services and access to capital markets for corporate, institutional, intermediary and alternative asset management clients.

PrintingForLess.com, Inc. provides commercial printing services. Its PFL Pro a reseller program is designed to make it easy for designers, marketing agencies and print brokers. The firm offers a variety of specialty products and services for the needs of businesses, from small to large and custom solutions include API integration, product development, franchise support, and private print shops. The company was founded in 1996 by Andrew S. Field and is headquartered in Livingston, MT.

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.

Berkshire Bank (Pittsfield, Massachusetts) operates as state commercial bank. It offers banking, insurance, and wealth management. The company is headquartered in Pittsfield, MA.

Citigroup Global Markets, Inc. engages in the provision of brokerage, investment banking, and asset management services to individuals, businesses, and governments. The company was founded by Julie E. Silcock and is headquartered in New York, NY.

Part of Citigroup, Inc., Citibank Colombia SA is a brokerage services provider. The company is based in Bogota, Colombia. The Colombian company was founded in 1976. Pablo del Valle has been the CEO of the company since 2020.

IHS Herold, Inc. is an investment research firm headquartered in Norwalk, Connecticut. The firm was founded in 1948 and is a subsidiary of IHS Markit, Inc., which is owned by S&P Global, Inc. (NYSE: SPGI). IHS Herold typically offers research, advisory and strategic planning advice on company evaluations, company strategies and associated company and industry transactions for energy-related domestic and foreign equity securities.

Compañía de Profesionales de Bolsa SA is a brokerage services company based in Bogota, Colombia. and has subsidiaries in Colombia. Compañía de Profesionales de Bolsa SA provides brokerage services. The Colombian company was founded in 1987 and the CEO is Rodrigo Alfredo Mayorga Pachón.

Healthcare Risk Advisors, Inc. operates as an insurance company. It offers insurance coverages and services to hospitals, long-term care facilities, physicians, healthcare professionals and agencies throughout New York State. The company was founded in 1982 and is headquartered in New York, NY.

Morgan, Lewis & Bockius LLP provides legal consulting services. It specializes in transactional, litigation, labor and employment, regulatory, and intellectual property legal services to various industries. The company was founded in 1873 and is headquartered in Philadelphia, PA.

Dechert LLP provides legal services. It serves the chemical, construction, finance and real estate, energy, insurance, and health sectors. The firm's practice areas include business restructuring and reorganization, commercial litigation, corporate and securities, energy, finance and real estate, financial services, mergers and acquisitions, and private equity. The company was founded in 1875 and is headquartered in Philadelphia, PA.

FCP Groton LLC operates as an online distributor of replacement automotive parts and accessories. It specializes in a variety of complete automotive solutions of Audi parts, Porsche parts, and other import and European car parts online. The company was founded by Harry Bauer and Kathy Bauer in 1986 and is headquartered in Milford, CT.

Basso Capital Management LP (Basso) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Stamford, Connecticut. The firm was founded in 2003 by Howard Fischer and Dwight Nelson. Basso provides discretionary and non-discretionary advisory services to family offices on behalf of high-net-worth individuals, families and their associated entities.

Cognitive Engineering Research Institute provides socio-technical research and development services. The firm solves problems of socio-technical systems by applying human-centered design, conducting problem-oriented research and facilitating multidisciplinary collaboration among scientists, practitioners and users. The company was founded by Steven M. Shope and Nancy J. Cooke in December 2001 and is headquartered in Mesa, AZ.

FuelCell Energy Solutions GmbH manufactures, sells and installs stationary fuel cell power plants. Its products include DFC 1500 EU, DFC 3000 EU and DFC-ERG. The company was founded in 2012 and is headquartered in Dresden, Germany.

Part of Quest Diagnostics, Inc., Dialogos, Inc. provides distribution systems training and technology. The company is based in Cambridge, MA. The company was founded by William Isaacs.

WordStream, Inc. develops online marketing software. Its products include WordStream advisor, a pay-per-click (PPC) software that allows to create, optimize, manage, and measure high-performing PPC and social advertising campaigns. It offers free keyword tool, online marketing tools, and search marketing fundamentals. The company was founded by Larry E. Kim and Gerard Escalante in 2007 and is headquartered in Boston, MA.

IHS Global Insight (USA), Inc. (IHS Global Insight USA) is an investment research firm headquartered in Lexington, Massachusetts. The firm was founded in 2001 and is owned by S&P Global, Inc. (NYSE: SPGI). IHS Global Insight USA provides economic and financial analysis, market forecasting and market intelligence to a variety of clients in the industry, finance and government sectors. The firm provides coverage for over 170 industries in over 200 countries. Their coverage area includes North and South America, Europe, Africa, the Middle East and Asia. Research focuses on the following industries: agriculture, automotive, commerce/transportation, construction, consumer goods, energy, healthcare and pharmaceuticals, lending and payment services, manufacturing, steel, technology, telecommunications and travel/tourism.

Founded in 1999, KBC Securities USA, Inc. is a broker/dealer located in New York City. The firm began as the Financial Products group of D. E. Shaw & Co. In 1999, they were purchased by KBC Bank NV. They are a subsidiary of KBC Securities USA, Inc. and their ultimate parent is of KBC Groupe SA (LSE: KBC). KBC Securities is a specialist in annuities, convertible bonds and equity derivatives with a strategic focus on technology. They serve a range of global investors including mutual funds, pension funds, insurance companies, banks, private banks and hedge funds.