Joseph Holland

Moors & Cabot, Inc. (MCI) is a registered broker-dealer headquartered in Boston, Massachusetts. The firm was founded by John F. Moors and Charles Cabot in 1890 to handle the personal investments of the two founders and their friends. They became a solely owned subsidiary of Eighteen Ninety Partners LLC in 2022. MCI provides brokerage execution services to their advisory client participating in Portfolio Management Program (PMP).

Momentive, Inc. provides online survey software services. The firm?s features include A/B testing significance calculator, alternative to surveymonkey, surveymonkey analyze, android app, benchmarking, Canada survey, charts and graphs, online quizzes, customer experience management software, customer satisfaction benchmarks and customizable surveys. It also offers services like buy survey responses, multi user account, benchmarks, mobile app, partner integrations and API, survey programming, survey in salesforce, survey in market, telephone surveys and wufoo online forms. The company was founded by Ryan Finley in 1999 and is headquartered in San Mateo, CA.

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.

ExamSoft Worldwide, Inc. provides exam management software solutions. It offers assessment management services for educations, including actionable data, test design, accreditation compliance, and student self-direct learning. The firm also provides Examsoft E.I, an assessment-management solution that supports the entire testing process, including exam creation, administration, delivery, scoring, and analysis. The company was founded in 1998 and is headquartered in Dallas, TX.

Oppenheimer & Co., Inc. provides security brokerage services. It also offers investment banking and advice to high net worth investors, individuals, businesses and institutions. The company is headquartered in New York, NY.

Founded in 1998 by William R. Hambrecht, WR Hambrecht + Co. LLC is a registered broker/dealer headquartered in San Francisco, California. The firm offers a full array of investment services. They provide research that focuses on the (1) Asia-Pacific, biotechnology, business applications and services sectors (2) the China Internet and technology sector (3) consumer (4) enterprise software and Internet (5) gaming technology (6) Internet (7) medical technology (8) nanotechnology (9) networking and data infrastructure (10) semiconductors and devices and (11) specialty pharmaceuticals.

Spectrum Equity Management LP (Spectrum Equity) is an independent Private Equity firm founded in 1993 by Bill Peter Collatos and Brion Blackwell Applegate. The firm is headquartered in Boston, Massachusetts with an additional office in California.

Cowen & Co. LLC is a SEC-registered broker/dealer headquartered in New York City. The firm was founded in 2004 and is a subsidiary of Cowen Holdings, Inc., ultimately owned by The Toronto-Dominion Bank (TSE: TD) in Canada. Cowen & Co. offers industry-focused investment banking for growth-oriented companies, domain knowledge-driven research and a sales and trading platform for institutional investors. Their institutional sales and trading business serves both equity and fixed-income clients. Sales and trading execution platform is structured around the following key verticals: (1) healthcare (2) technology, telecommunications and media (TMT) (3) REITs and financials (4) aerospace and defense (5) consumer and (6) alternative energy.

PresenceLearning, Inc. is a holding company, which engages in the provision of live online speech and occupational therapy services. It offers school districts with web-based access to a nationwide network of qualified speech language pathologists, counselors and occupational therapists via live video conferencing combined with practices and progress reporting. The company was founded by Jack Lynch and Clay Whitehead in 2009 and is headquartered in New York, NY.

Headgate Partners LLC provides investor relations and strategic consulting services. It specializes in the technology component manufacturing industry, primarily for capital equipment, materials, services and software companies serving the semiconductor, solar and data storage markets. The company was founded by Claire E. McAdams and Gary S. Grandfield in 2005 and is headquartered in Nevada City, CA.

D. A. Davidson & Co. is a dually SEC-registered investment adviser and FINRA broker-dealer headquartered in Great Falls, Montana. The firm was founded in 1935 and is a subsidiary of D.A. Davidson Companies, a financial service holding company. They provide liquidity and execution in small & mid-cap stocks to a wide range of institutional investors, including mutual fund and money managers around the world.

Trident Capital, Inc. (Trident Capital) is an independent venture capital firm founded in 1993 by Donald Dixon and John Moragne. The firm is headquartered in San Mateo, California.

Prothya Biosolutions Belgium BV is a Belgian company that was founded in 1997. The private company is based in Brussels, Belgium. The company manufactures plasma and pharmaceutical raw materials and operate as blood transfusion centers and organ banks.

GoodRx, Inc. develops software for mobile applications. It offers up-to-date information on drug prices, coupons and alternative medicines through online. The firm provides prices of various drugs in the areas of alcohol dependence, allergies, cold, angina and antibiotics, anticoagulant, antifungal and antiviral and other panic disorders. The company was founded by Scott Marlette, Trevor Bezdek and Douglas Joseph Hirsch in 2011 and is headquartered in Santa Monica, CA.

DataCamp, Inc. provides an online leaning platform focused on data processing. It offers online programming and data science skills through entertaining videos, and interactive coding challenges. The company was founded by Jonathan Cornelissen, Martijn Theuwissen, and Dieter De Mesmaeker in 2014 and is headquartered in New York, NY.

HealthMEDX LLC provides home care, long-term care and rehab software solutions. It offers clinical features, financial, referral management, interoperability, physician solutions and analytics. The company was founded by Charlie Daniels, Dan Cobb and Jim Atteberry in 1999 and is headquartered in Ozark, MO.

Finalsite Holdings, Inc. provides web-based software and services for schools and educational organizations. It offers finalsiteCMS, an educational content management, web authoring system comprising PagePops, crisis Mode modules, finalsiteMobile a solution that enables schools to display a simplified version of their website on mobile devices, finalsite app for iPhones, iPads, which allows a student, faculty and parent constituents to take the advantage of the mobile phenomenon by delivering selected features of the school’s website directly to their handheld devices. The company was founded in 2012 and is headquartered in Menlo Park, CA.

MedHOK, Inc. provides an integrated, cloud-based platform that delivers compliance solutions. It also offers comprehensive and compliance solutions for health plans, accountable care organizations, patient centered medical homes, pharmacy benefits management and specialty pharmacies. The company was founded in 2010 and is headquartered in Tampa, FL.

ARROWHEAD General Insurance Agency, Inc. provides insurance services. It offers its products to commercial auto, commercial marine, workers' compensation, dwelling fire, high performance boats, homeowners, residential earthquake, manufactured housing, railroad, architects and engineers liability. The company was founded in 1983 and is headquartered in San Diego, CA.

QTC Management, Inc. delivers health and disability-related examination services. The firm offers disability and occupational health and secure web-based software services. It serves to the department of agriculture, commerce, defense, energy, national guard bureau, center for disease control and federal air marshal. The company was founded in 1981 and is headquartered in Diamond Bar, CA.

Kajabi LLC develops software applications. It enables people to give instruction and sell content online, including authors, motivational speakers, celebrity fitness trainers and diet experts, professional sports players, and ordinary people with special skills to share. The company was founded by Travis Rosser and Kenny Rueter in 2010 and is headquartered in Irvine, CA.

Moore Capital Management LP (Moore Capital) is a SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded by Louis Bacon in 1989 and is a subsidiary of Moore Capital Advisors LLC, ultimately held by MCM Group Holdings, Inc. Moore Capital provides investment management services on a discretionary basis to US and non-US privately-offered investment funds sponsored by Moore Group.

OTA Insight provides tools for optimizing hotel ranking on online travel agency websites. It offers hotel market forecast through the use of a data system and a forecasting algorithm that tracks all in-market online inventory giving visibility of future market. The company was founded by Matthias Geeroms, Adriaan Coppens and Gino Engels in 2012 and is headquartered in London, the United Kingdom.

Founded in 2007, Decade Capital Management LLC is a hedge fund manager located in New York City. The firm is a subsidiary of Millennium Management LLC.

Innovative Medical Risk Management, Inc. provides medical management services. The company was founded on May 7, 2012 and is headquartered in Plano, TX.

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.