Ross Alexander Patterson

Tocqueville Asset Management LP (Tocqueville) is a registered investment advisor firm headquartered in New York City. Founded in 1985, the firm’s business and affairs are managed by Tocqueville Management Corp., its General Partner, which owns 80% of the firm. Tocqueville manages investments for high net worth individuals and families, institutions, family offices and through the various Tocqueville mutual funds.

Gamble Jones Investment Counsel (GJIC) is a SEC-registered investment advisor and wealth management firm headquartered in Pasadena, California. The firm was founded by Jim Gamble in 1956 as Gamble, Jones, Morphy & Bent. In 2023, they were acquired by Cerity Partners LLC, a subsidiary of Palladium Partners LLC. GJIC provides investment advisory services to individuals, family groups, foundations, endowment funds, trusts, pension, and profit-sharing plans.

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.

Founded in 1984, Aegis Capital Corp. is a broker-dealer located in New York City. They provide a full array of trading and execution services for their clients. They do not provide any internal research

Founded in 1969, HSBC Securities (U.S.A.) Inc. is an SEC-registered brokerage firm and registered futures commission merchant located in New York City. The firm is a wholly-owned subsidiary of HSBC North America Holdings, Inc. and their ultimate parent is HSBC Holdings Plc. (NYSE: HBC). HSBC Securities (U.S.A.) is a member of FINRA, the NYSE and the SIPC. Their securities and annuity products are provided by registered representatives and insurance agents of HSBC Securities (U.S.A.). In California, HSBC Securities (U.S.A.) conducts insurance business as HSBC Securities Insurance Services. Insurance products are offered through insurance agents of HSBC Insurance Agency (U.S.A.) Inc., a wholly-owned subsidiary of HSBC Bank U.S.A. NA and an indirectly wholly-owned subsidiary of HSBC Holdings plc. The company also engages in investment banking underwriting, dealing and brokering of debt and equity securities and futures contracts and is a primary dealer in U.S. Government and federal agency securities.

Chatham Financial Corp. provides management and financial consultancy services. Its services include corporates, infrastructure, private equity, and real estate. The company was founded by J. Michael Bontrager in 1991 and is headquartered in Kennett Square, PA.

Jefferies LLC is a global investment bank and institutional securities firm headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Jefferies Group LLC, ultimately held by Jefferies Financial Group, Inc. (NYSE: JEF). Jefferies provides corporate clients with research and execution services in equity, fixed income, and foreign exchange markets, as well as a full range of investment banking services such as underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia.

Moody's Investors Service, Inc. is a credit rating and investment research firm headquartered in New York City. They are a subsidiary of Moody's Corp. (NYSE: MCO). The firm performs international financial research and analysis on commercial and government entities and provides a variety of analytic tools for assessing credit risk. Their clients include creditors, investment banks and commercial banks.

University of Arizona Foundation provides assistance to the University of Arizona in three areas: fund-raising, asset management and facilitation. The Foundation's asset management duties include protecting the value of stocks, bonds, real estate and other university investments. It also funds and develops educational programs, provides construction assistance and gives grants to faculty, students & researchers. It is founded in 1958 and is located in Tucson, AZ.

Indigo Partners LLC (Indigo Partners) is a private equity firm founded in 2002 by Franke William Augustus. The firm is headquartered in Phoenix, Arizona.

First Bank Richmond NA provides banking services. Its services include personal and business banking, retail lending and trusts & investments. The company was founded in 1887 and is headquartered in Richmond, IN.

Reid Hospital & Health Care Services, Inc. provides healthcare and medical services. It voluntarily gathers and reports data in accordance to Centers for Medicare & Medicaid Services (CMS). The company was founded by Daniel G. Reid on July 27, 1905 and is headquartered in Richmond, IN.

Wilsey Asset Management, Inc. (WAM) is an independent, SEC-registered investment advisor headquartered in San Diego, California. The firm was founded by Brent M. Wilseyin 1992. WAM provides portfolio management services to individuals, pensions, profit-sharing plans, trusts, estates or charitable organizations, corporations, and business entities.

The Richmond Symphony is the performing arts organization in Central Virginia. The company was founded in 1957 and is headquartered in Richmond, VA.

Applied Science Associates, Inc. provides science and technology solutions. It offers consulting, environmental modeling, and application development to clients. The company was founded in 1979 and it is headquartered in South Kingstown, RI

Mantucket Capital Management Corp is a Private equity firm. The firm is founded in the year 1998. The firm is headquartered in Colorado, US.

Charles Schwab & Co., Inc. is a FINRA-registered broker/dealer headquartered in San Francisco. The firm is a subsidiary of the Charles Schwab Corp. (NYSE: SCHW). They are members of the Chicago Board Options Exchange, NASDAQ and NYSE Arca, Inc. Charles Schwab & Co. is an exchange member engaged in exchange commission business other than floor activities. They also retail mutual funds and OTC corporate equity securities. In addition, the firm underwrites and/or sells corporate securities, underwrites and/or sponsors mutual funds, is a put and call broker/dealer and/or option writer and provides investment advisory services

Reid Health Foundation functions as a foundation or endowment. The private company is based in Richmond. The CEO of the American company is Craig C. Kinyon.

Urban Air Adventure Park operates as an indoor amusement parks. The company was founded by Michael O. Browning, Jr. and is headquartered in Grapevine, TX.

Birdcall Holdings LLC is a company that aims to make natural foods accessible. The company is based in Denver, CO. The company offers a variety of food options, including nutrient-rich salads and crispy chicken sandwiches made with 100% all-natural ingredients. In addition to dine-in options, they also offer takeout, drive-thru, curbside, and delivery services. Birdcall also provides gluten-free options, kids' meals, hand-crafted cocktails, local brews, and milkshakes. The company was founded in 2016 by Peter Newlin. Mark Lohmann has been the CEO of the company since 2022.

Dynamic National, Inc. operates as a commercial roofing company. The company is based in Frisco, TX and has subsidiaries in the United States. The company was founded in 2009 by Jed Sybrowsky.

CES Power LLC, founded in 2000 by Greg Landa, is a company based in Memphis, TN that provides dependable and secure power solutions across broadcasting, entertainment, and industrial domains. The company offers a wide range of event services, including event power generation, temporary power distribution, site planning, real-time monitoring, and event cooling solutions. CES Power has subsidiaries in the United States and was acquired by Allied Industrial Partners LLC from Ring Power Corp. on July 22, 2021.