Michael Stier

FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA.

Bank of America, NA (Private Banking) (Bank of America-PB) is the private banking arm of Bank of America, NA, which is a subsidiary of Bank of America Corp. (NYSE: BAC). Headquartered in New York City, the firm was founded in 1947 and is also known as US Trust, Bank of America Private Wealth Management. Bank of America-PB provides comprehensive wealth management products and services that focuses on wealth structuring (wealth planning, trusts and estates, philanthropy, custody services), investment management (portfolio consulting, asset management, capital markets, specialty asset management) and credit and banking (financial management tools, liquidity services, custom credit, real estate finance) for high net-worth and ultra-high net-worth individuals and families.

Dragonfly Capital Management Co. LLC (Dragonfly capital partners) founded in 2002 by Rene' Matthews-Usher and Don W. Millen. The firm headquartered in Charlotte, NC.

Southeast Highway Holdings LLC is engaged in providing contracting services. It offers fencing, hurricane cleanup, waste and debris removal services. The company is headquartered in West Palm Beach, FL.

Intezyne Technologies, Inc. develops therapeutic and diagnostic technologies. The firm is a clinical stage biotechnology company. The company was founded by Habib Skaff and Kevin N. Sill in 2004 and is headquartered in Tampa, FL.

Bold Therapeutics, Inc. is a Canadian clinical-stage biopharmaceutical company that was founded in 2018 by a team of industry veterans to develop and commercialize novel therapeutics. The company is based in Vancouver, Canada. The company's focus is on developing Bold-100, a drug that has the potential to significantly improve outcomes in a wide range of both solid and liquid tumors in combination with other anticancer therapies. Edward Russell McAllister has been the CEO of the company since 2018.

Gaston Capital LLC (Gaston Capital) is a private equity firm founded by Michael K McMahan in 2007. The firm is headquartered in Belmont, North Carolina.

SunGard Trading & Risk Systems provides software services. Its services include financial and energy trading, risk management, asset liability management and financial planning, and forecasting software. The firms products include BancWare, Infinity, Monis, and TrueCalc. The company is headquartered in Boston, MA.

Morgan Stanley Investment Management, Inc. (MSIM) is an investment management firm headquartered in New York City. The firm was founded in 1975 and is a subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). MSIM provides discretionary and non-discretionary investment management services and products to institutional clients and individual investors. The firm also advises clients as to the appropriate allocation of assets among multiple separate accounts and/or investment companies or other pooled vehicles that the firm advises.

Part of Invesco Ltd., INVESCO Funds Group, Inc. is a company based in Denver, CO.

Part of The Charles Schwab Corp., Schwab Institutional is a company that provides financial advisory services. The company is based in Chicago, IL.

Atria Investments, Inc., dba Adhesion Wealth Advisor Solutions (Adhesion Wealth), is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. The firm is a wholly owned subsidiary of AssetMark Financial Holdings, Inc. (NYSE: AMK), a subsidiary of Huatai International Investment Holdings Ltd. Adhesion Wealth provides sub-advisory services to other registered investment advisors, either directly or through a third party sponsored program.

Mobius Technologies, Inc. engages in the design, manufacture and sale of polyurethane foam products. The company was founded by Bryan L. Martel in 1998 and is headquartered in Lincoln, CA.

Part of Fidelity National Information Services, Inc., Broadway & Seymour Group is a company that develops customer relationship management software solutions. The company is based in Charlotte, NC. Broadway & Seymour Group was acquired by Webtone Technologies, Inc. from Leidos, Inc. on July 18, 2001.