Dave Blair

Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world.

Janus Henderson Investors US LLC (JHIUS) is a registered investment advisor and mutual fund manager headquartered in Denver, Colorado. The firm was founded in 1969 and formerly known as Janus Capital Management LLC. They are a subsidiary of Janus Henderson US (Holdings) Inc., which is owned by Janus Henderson Group plc (NYSE: JHG, LON: 0RPW) in Great Britain. JHIUS provides investment management services, as an investment adviser or sub-adviser, to pooled investment vehicles.

Mesirow Financial Investment Management, Inc. (MFIM) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was established in 1986 and their sole shareholder is Mesirow Financial Services, Inc., which is wholly-owned by Mesirow Financial Holdings, Inc., a Chicago-based financial services firm that was founded in 1937. MFIM provides advisory services to individuals, corporations or other businesses, pension and profit-sharing plans, non-qualified plans, state or municipal government entities, and charitable organizations.

Gofen & Glossberg LLC is a wealth management firm headquartered in Chicago, Illinois. The firm was founded in 1932 by Samuel Gofen and William Glossberg. In 2021, they became a majority-owned subsidiary of Corient Private Wealth LLC, which is ultimately owned by CI Financial Corp. (TSX: CIX; NYSE: CIXX) in Canada. Gofen & Glossberg offers customized investment solutions and tailored planning solutions to primarily high-net-worth families.

The First National Bank of Omaha (Investment Management) (FNBO-IM) is the investment management division of The First National Bank of Omaha, a regional bank headquartered in Omaha, Nebraska. The firm was founded in 1996 and is a subsidiary of First National of Nebraska, Inc. (NASDAQ: FINN), a multi-bank holding company. FNBO-IM manages institutional and individual portfolios, as well as the FNB family of mutual funds.

Lawson Kroeker Investment Management, Inc. is a registered independent wealth management firm headquartered in Omaha, Nebraska. The firm was co-founded by Frank Lawson and Ken Kroeker in 1986. Lawson Kroeker provides investment advisory services to high net worth individuals, trusts, charitable organizations, corporations, pension and profit-sharing plans, and investment companies.

Pittenger & Anderson, Inc. (P&A) is an independent, SEC-registered investment advisor headquartered in Lincoln, Nebraska. The firm was founded by James "Jim" Pittenger, Jr. and Daniel "Dan" Anderson in 1995. P&A provides advisory services to individual and institutional clients.

Hallmark Cards, Inc. sells greeting card products, art supplies and stationery to retail outlets. It offers greeting cards, holiday cards, gift wrap, story books, ornaments and stationary products. The firm offers art tools, crafting activities, and creative toys for kids. The company was founded by Joyce Clyde Hall in 1910 and is headquartered in Kansas City, MO.

Diamond Hill Capital Management, Inc. (Diamond Hill) is a SEC-registered investment advisor headquartered in Columbus, Ohio. The firm was founded in 2000 and is a wholly-owned subsidiary of Diamond Hill Investment Group, Inc. (NASDAQ: DHIL). Diamond Hill provides investment management services to individual and institutional investors through mutual funds and separate accounts. The firm also offers investment advisory services to the clients of wrap sponsors.

Agile Sports Technologies, Inc. develops a performance analysis platform. It offers Hudl, a tool to edit and share video, study associated play diagrams, and create highlight reels for entertainment and recruiting purposes. The company was founded by David S. Graff, Brian W. Kaiser and John M. Wirtz in 2006 and is headquartered in Lincoln, NE.

Ameritas Investment Partners, Inc. (AIP) is a registered investment advisor headquartered in Lincoln, Nebraska. The firm was founded as a Nebraska corporation in 1984 and is a wholly-owned subsidiary of Ameritas Holding Co., which is owned by Ameritas Mutual Holding Co. AIP provides investment advisory services to affiliated and unaffiliated insurance companies; pension plans and retirement accounts (including Taft-Hartley Plans); charitable organizations; and registered investment companies of Calvert Variable Products, Inc., The firm also provides investment advisory services to discretionary investment (wrap fee) program accounts including: individuals and high net-worth individuals; pension and profit sharing plans; trusts; charitable organizations; state and local government entities; and small businesses and others.

University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA.

Ernst & Young provides accounting services. Its services include auditing, accounting, tax and transaction services, assurance and advisory business, online transaction advisory and a wide range of financial services. The company was founded by Arthur Young and Alwin C. Ernst in 1881 and is headquartered in Kansas City, MO.

Deloitte LLP (New York) engages in the provision of audit, consulting, tax, and advisory solutions. It offers services relating to tax, consulting, audit and assurance, Deloitte private company services, mergers and acquisitions, risk and financial advisory, analytics, and cloud. The company was founded by William Welch Deloitte, George A. Touche, Charles Waldo Haskins, and Elijah Watt Sells in 1845 and is headquartered in New York, NY.

Oppenheimer & Co., Inc. (Broker) (Oppenheimer-Broker) is the global full-service brokerage division of Oppenheimer & Co., Inc., an investment boutique headquartered in New York City with additional offices nationwide. Founded in 1975, the firm is owned directly by Viner Finance Inc., an indirect subsidiary of Oppenheimer Holdings Inc. (NYSE: OPY). Oppenheimer-Broker offers a full array of brokerage services to retail, institutional, and corporate clients.

Tributary Capital Management LLC (Tributary) is a SEC-registered investment advisor headquartered in Omaha, Nebraska. The firm was founded in 2005 and is a wholly owned subsidiary of First National Bank of Omaha, which in turn a wholly owned subsidiary of First National of Nebraska, Inc. (OTCMKTS: FINN). Tributary and First Investment Group (formerly a department of First National Bank of Omaha) merged in May 2010. The event constituted a change in ownership only, as the investment strategies and personnel remained the same for each of the prior firms. Tributary provides investment management services to institutional and individual investors and to registered investment companies. The firm also participates in wrap fee programs and provides model-based offerings.

Footprints Asset Management & Research, Inc. (FAMR) is an independent registered investment advisory firm headquartered in Omaha, Nebraska. The firm was founded by Steve Lococo in 2003. FAMR provides advisory services to individual and institutional clients.

William Blair & Co. LLC (Investment Management) (William Blair-IM) is the investment management division of William Blair & Co. LLC, a registered broker/dealer headquartered in Chicago, Illinois. The firm was founded in 1935 and is a wholly owned subsidiary of WBC Holdings LP. William Blair-IM provides investment advisory and management services to a number of clients including high net worth clients, individuals, small institutions, William Blair Wrap Program clients and other registered investment advisers.

Dachis Corp. provides professional management consulting and advisory services, process design, program management, information design, marketing, change communication, and technical implementation services across three main practice areas: Customer Participation and Engagement, Workforce Collaboration, and Business Partner Optimization. The company was founded by Jeffrey A. Dachis, Livio Hughes and Gunter Pfau in 2008 and is headquartered in Austin, TX.

First National Advisers LLC (FNA) is a SEC-registered investment advisor headquartered in Omaha, Nebraska. The firm was founded in 2015 and is a wholly-owned subsidiary of First National Bank of Omaha, which is owned by First National of Nebraska, Inc. (OTCMKTS: FINN). FNA provides discretionary investment management services to individuals and institutional investors which include affiliated entities.

CWM LLC is a SEC-registered investment advisor headquartered in Omaha, Nebraska. The firm was founded in 2010 and is a wholly-owned subsidiary of Carson Group Holdings LLC. CWM manages investment portfolios for individual clients, high net-worth families, foundations, endowments, and institutional investors. They also provide personal financial planning and investment advice.

Thoma Bravo LP(Thoma Bravo) is a private equity firm founded in 2008 by Carl Dee Thoma and Orlando Bravo. The firm is headquartered in Chicago, Illinois.