Travis Whitehead

Loomis, Sayles & Co. LP (Loomis Sayles) is a SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded by Robert H. Loomis and Ralph T. Sayles in 1926. They are a direct subsidiary of Natixis Investment Managers LLC, ultimately owned by BPCE SA in France. Loomis Sayles provides investment advisory or sub advisory services to institutional clients through separate account management services. In addition, the firm provides investment advisory or sub-advised services to various investment funds.

Westfield Capital Management Co. LP (Westfield) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1989 and is majority-owned by WMS Management LLC. Westfield provides quality investment management services to institutions and wealthy individuals.

Penn Capital Management Co LLC (Penn Capital) is an independent, SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded by Richard Hocker and Marcia Hocker in 1987 as Penn Capital Management Co., Inc. Penn Capital provides investment advisory services primarily through the following investment vehicles: registered mutual funds, private investment funds, separately managed accounts, and investment advisory programs offered through wrap fee programs or model portfolio distribution channels.

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.

Means Investment Co., Inc., dba Means Wealth Management (Means Wealth), is an independent, SEC-registered investment adviser and wealth management firm headquartered in Bangor, Maine. The firm was founded by David G. Means in 1935. Means Wealth provides investment advisory services primarily to individuals through individually managed accounts.

Financial Engines Advisors LLC (FEA) is a SEC-registered investment advisor headquartered in Santa Clara, California. The firm was founded in 1997 by William Sharpe, Joseph Grundfest and Craig Johnson. They are a subsidiary of Edelman Financial Engines LLC (NASDAQ: FNGN). FEA provides investment advisory services to individual investors, participants in employer-sponsored defined contribution plans, trusts, estates, pension, retirement and profit-sharing plans, charitable organizations, foundations, associations, high-net worth individuals, institutions, small to mid-sized businesses including corporations, and other business entities.

LPL Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Fort Mill, South Carolina. The firm was founded in 1989 as Linsco/Private Ledger Corp. They are a direct subsidiary of LPL Holdings, Inc., owned by LPL Financial Holdings, Inc. (NASDAQ: LPLA). LPL Financial offers various types of advisory services and programs to individual and institutional clients.

Help Scout, Inc. designs and builds web applications. The company was founded by Nicholas Francis, Jared McDaniel and Swindle Denny in 2005 and is headquartered in Boston, MA.

Booker Software, Inc. provides software for management, booking and marketing services. It enables businesses to provide online services through website and a network of partner sites and apps. The company was founded by Joshua McCarter and Daniel Lizio-Katzen in 2010 and is headquartered in New York, NY.

G2.com, Inc. operates a business software review platform. It helps to compare the business software and services based on user ratings and social data. The company was founded by Tim Handorf, Godard K. Abel, Matt Gorniak, Michael Wheeler, and Mark Myers in 2012 and is headquartered in Chicago, IL.

Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA.

Needham & Co. LLC (Needham) is a registered investment advisor and broker/dealer headquartered in New York City. The firm was founded in 1985 and is a wholly-owned indirect subsidiary of The Needham Group, Inc. Needham provides corporate and institutional clients with high quality research, corporate access, capital markets and trading execution services in both the public and private markets, with an emphasis on growth companies.

Cision US, Inc. engages in the provision of media research services. The firm's products include communication cloud, media contact database, PR newswire, and media monitoring. It serves communications, social media, and content marketing professionals. The company was founded in 1932 and is headquartered in Chicago, IL.

Investcorp International, Inc. specializes in the following business lines: corporate investment and technology investment in North America and Western Europe, real estate investment in the U.S., and global asset management. It offers investment products to institutional and individual clients, primarily in the Arabian Gulf. The company is headquartered in New York, NY.

Founded in 2001, Macquarie Capital (USA), Inc. is a registered broker/dealer located in New York City. The firm is a subsidiary of Macquarie Bank Ltd. (ASX: MBL). They provide coverage of the following industries: resources, healthcare, security/defense, transportation, financial services, retail/consumer products, TMET (telecommunications, media, entertainment and technology), oil & gas, diversified manufacturing/distribution and infrastructure/utilities. Macquarie Capital (USA), Inc. is a member of FINRA.

KeyBank, NA engages in the provision of commercial banking services. The company was founded on January 1, 1849 and is headquartered in Cleveland, OH.

Maine Venture Fund is a venture capital firm founded in 1995. The firm is headquartered in Newport, Maine.

Partners HealthCare Corp. provides patient care, research, teaching and community services. The company is headquartered in Boston, MA.

Mass General Brigham Ventures LLC (Mass General Brigham Ventures) is a venture capital subsidiary of Partners Research Ventures & Licensing founded in 2005. The firm is headquartered in the Cambridge, Massachusetts.

Kleinschmidt Associates, Inc. provides engineering, regulatory, scientific and planning discipline services. The firm also provides fish passage and protection, waster resource engineering, valuation and marine renewable services. The company was founded by Robert Stevens Kleinschmidt in 1966 and is headquartered in Pittsfield, ME.

K&L Gates LLP engages in the provision of legal services. The firm represents corporations, growth and middle-market companies, capital markets participants and entrepreneurs as well as public sector entities, educational institutions, philanthropic organizations, and individuals. The company was founded by Kirkpatrick Lockhart in 1946 and is headquartered in Pittsburgh, PA.

Curdis SARL operates supermarkets. The private company is based in Paris, France. The French company was founded by Adam Goyette.

Safar Partners LLC (Safar Partners) is a venture capital firm founded in 2019 by Nader Motamedy. The firm is headquartered in Cambridge, Massachusetts.

Piscataqua Savings Bank (Investment Management) (Piscataqua Savings Bank-IM) is the investment management division of Piscataqua Savings Bank, a mutual savings bank headquartered in Portsmouth, New Hampshire. Founded in 1877, the firm creates customized investment solutions for various clients.

O'Brien Wealth Partners LLC (O'Brien) is an independent investment advisory firm headquartered in Waltham, Massachusetts. The firm was founded by Arthur O'Brien in 1986 as O'Brien Management LLC. O'Brien offers advisory services to individuals, businesses and non-profits.

Thryv, Inc. engages in the provision of technology, software and integrated tools for small business owners. Its offers solutions such as internet directories, real yellow pages, online display and social media, search engine optimization, search engine marketing, and online listings management. It operates through the following brands: Superpages.com, DexKnows.com, Yellowpages.com, Superpages mobile, and The Real Yellow Pages. The company is headquartered in Dallas, TX.

HyperGrowth Partners (HyperGrowth Partners) is a private equity firm founded in 2020 by Guillaume Cabane, Martin Gontovnikas. The firm is headquartered in San Francisco, California.

Cambridge Trust Co. (Investment Management) (Cambridge Trust-IM) is the investment management division of Cambridge Trust Co., which is owned by Cambridge Bancorp (NASDAQ: CATC). The firm was founded in 1890 and is headquartered in Cambridge, Massachusetts. Cambridge Trust-IM provides investment management services to a wide range of individuals and families, businesses, and non-profits.

GeneMatters LLC operates as a digital technology platform that provides genomic medicine delivery services. The company is based in Minneapolis, MN.

Prominex, Inc. manufactures molecular diagnostic assays for infectious disease testing. The company was founded by Paul Thomas and Paul Gargan in 2017 and is headquartered in San Diego, CA.

C2i Genomics, Inc. is engaged in the research and development on cancer. It provides ultrasensitive test for cancer. The company was founded by Asaf Zviran and Ezra Sofer in 2019 and is headquartered in New York, NY.

Casdin Capital LLC is an independent, SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded by Eli Casdin in 2012. They provide investment management services to pooled investment vehicle, or more specifically, a private investment fund, the securities of which are offered to certain qualified investors on a private placement basis.

Invetx, Inc. operates as a veterinary therapeutics company. It focuses on biopharmaceuticals that bring human biotechnology to animal health. The company is headquartered in Boston, MA.