Kunal Rehani

Regions Investment Management, Inc. (RIM) is a SEC-registered investment advisor headquartered in Birmingham, Alabama. The firm was founded in 1971 as Morgan Asset Management, Inc. In 2016, they became a wholly owned subsidiary of Regions Bank, which is another wholly owned subsidiary of Regions Financial Corp. (NYSE: RF). RIM provides model strategies and provides portfolio management to Regions Wealth Management (RWM), a business unit of Regions Bank, for use by RWM with their clients.

Piper Sandler & Co. (Broker) (PSC-Broker) is the full-service brokerage division of Piper Sandler & Co., a financial service firm headquartered in Minneapolis, Minnesota. They are a subsidiary of Piper Sandler Companies (NYSE: PIPR). The firm was founded in 1969 and previously known as Piper Jaffray & Co. They became Piper Sandler & Co. when Piper Jaffray Companies and Sandler O’Neill & Partners, L.P. merged to become Piper Sandler Companies in 2020. PSC-Broker provides brokerage and investment banking services to financial institutions, corporations and other financial investors. Their core focus sectors are Agriculture, renewables & cannabis, Business services, Chemicals & Materials, Consumer, Diversified industrials & services, Energy, Financial services, financial sponsors, Healthcare, and Technology.

Goelzer Investment Management, Inc. (Goelzer) is an independent and SEC-registered asset management firm headquartered in Indianapolis, Indiana. The firm was founded by Don Goelzer in 1969. Goelzer provides investment advisory services to private and institutional clients.

The Welch Group LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Birmingham, Alabama. It was founded by Stewart H. Welch III in 1984. The firm provides investment management services to individuals, business entities, pension and profit-sharing plans and trusts.

Vulcan Value Partners LLC (Vulcan) is an independent, SEC-registered investment advisor headquartered in Birmingham, Alabama. The firm was founded by C. T. Fitzpatrick in 2007. Vulcan provides discretionary and non-discretionary investment advisory services to both individual and institutional clients. The firm manages its investment strategies through separately managed accounts, mutual funds, UCITS, a Collective Investment Trust, private funds, and as an investment manager in wrap fee programs.

ARGI Investment Services LLC (AIS) is a SEC-registered investment advisor headquartered in Louisville, Kentucky. The firm was founded in 2009 and is a wholly owned subsidiary of Cerity Partners Equity Holding LLC, which is ultimately owned by Palladium Partners LLC. AIS provides investment advisory and consulting services to individuals, high net-worth individuals, trusts, estates, corporations, pension and profit-sharing plans and charitable organizations.

Beam Technologies, Inc. operates as a platform that uses a connected toothbrush to connect consumers to the dental goods and services. It develops a toothbrush that is paired with a smartphone application which monitors daily brushing and sends reports to user's dentist if required. The company was founded by Alex Xavier Frommeyer, Dan Dyche, Daniell Edward Dykes, and Alexander David Curry in 2012 and is headquartered in Columbus, OH.

SSgA Funds Management, Inc. (SSgA FM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1978 and is a subsidiary of State Street Global Advisors, Inc., ultimately held by State Street Corp. (NYSE: STT). SSgA FM provides investment advisory services to US investment companies and certain pooled investment vehicles.

River Road Asset Management LLC (River Road) is a SEC-registered investment advisor headquartered in Louisville, Kentucky. The firm was founded in 2005 by R. Andrew Beck, Henry W. Sanders III, and James C. Shircliff. They are a subsidiary of RRAM Acquisition LLC, ultimately owned by Affiliated Managers Group, Inc. (NYSE: AMG). River Road provides institutional separate account and investment sub-advisory services to a broad range of domestic and international clients.

Highland Associates, Inc. is a SEC-registered investment advisor headquartered in Birmingham, Alabama. The firm was founded by Charles Perry, William Mills and William Terry in 1987 specifically to assist not-for-profit healthcare institutions in the development, implementation, and maintenance of treasury and investment management programs. In 2019, they became a subsidiary of Regions Bank, which is a wholly-owned subsidiary of Regions Financial Corp. (NYSE: RF). Highland Associates provides investment advice to institutional investors such as endowments/foundations, pensions, non-profit operating entities, as well as high net-worth individuals.

The Chicago Police Department provides police protection services and is ultimately controlled by the City of Chicago (Illinois).

Wolfe Research LLC is a FINRA-registered sell-side research firm headquartered in New York City. The firm was founded by Edward Wolfe in 2008 and is a subsidiary of Wolfe Holdco LLC. Wolfe Research provides bespoke research of various stocks in every major GIC sector for institutional clients. The firm has established a reputation for macro research underpinning coverage in Industrials, Utilities/Energy, Consumer/Retail, Financials/REITS, Healthcare and TMT.

Molson Coors Beverage Co. USA LLC manufactures and distributes imported beer products. Its brand offerings include Coors Light, Redd’s franchise, Redd’s Wicked and Smith & Forge Hard Cider, Miller Lite, Miller High Life, and Coors Banquet. The company was founded by Frederick Miller in 1855 and is headquartered in Chicago, IL.

Landscape Workshop LLC engages in provision of landscaping services. It offers landscape maintenance, landscape construction, landscape enhancements, and facility services. The company was founded by Joey Dobbs and in 1984 and is headquartered in Birmingham, AL.

TechBirmingham is an organization that serves as the voice of technology for the region. The company is based in Birmingham, AL. The company provides directories and aim to provide resources, support, and professional networking in a safe and affirming environment for LGBTQ members of central Alabama's tech community through their Tech Equals® initiative. The organization also spearheads larger community efforts around the issues that most impact the tech industry. The company was founded by James Wesley Childs. The CEO is Deon Gordon.

Innovation Depot Inc (Innovation Depot) is a venture capital firm founded in 1987. The firm is headquartered in Birmingham, Alabama.

Birmingham Business Alliance operates as economic development organization. The company is headquartered in Birmingham, AL.

McKinney Capital LLC (McKinney Capital) is a private equity firm founded in 2010 by Danny McKinney. The firm is headquartered in Birmingham, Alabama.

Cerity Partners LLC is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Douglas Nardi and Steven Schoneman in 2009 as HPM Partners LLC. Cerity Partners offers customized financial advice to individuals and their families, businesses and their employees, and non-profit organizations.

Cardinal Innovations Healthcare offers specialty health plan. It delivers services through a closed network of providers who deliver residential, vocational, inpatient, outpatient, specialized equipment, and other services. The firm specializes in managing mental health, intellectual and developmental disability, and substance use disorder. The company is headquartered in Kannapolis, NC.

Part of Legible, Inc., Legible Media, Inc. operates as a digital reading and publishing platform. The company is based in Vancouver, Canada. The Canadian company was founded in 2020 by Mark Hanson Holden, Angela Doll Carlson, Kaleeg Hainsworth. Kaleeg Hainsworth has been the CEO since 2020. Legible Media was acquired by Twenty20 Investments, Inc. on November 29, 2021 for $0.0 million.

Keyhorse Capital (Keyhorse) is a venture capital subsidiary of The Kentucky Science & Technology Corp founded in 2001. The firm is headquartered in Louisville, Kentucky.

Thoroughbred Spirits Partners LLC (Thoroughbred Spirits Partners) is a private equity firm founded in 2009 by David Large. The firm is headquartered in Chicago, Illinois.

Kensington Asset Management LLC (Kensington) is an independent registered investment advisor headquartered in Austin, Texas. The firm was founded by Bruce DeLaurentis in 1984. Kensington manages mutual funds to various types of clients.

Kernel Fund /Venture Capital/ (Kernel Fund) is a venture capital firm founded in 2014 by Oji Udezue, Osa Elaiho and Abdul Kassim. The firm is headquartered in New York.

McKinney Communications Corp. operates as a holding private company. The company is based in Birmingham, AL and has subsidiaries in the United States.

Therini Bio, Inc. engages in research and development in the field of biotechnology. The company was founded by Katerina Akassoglou in 2016 and is headquartered in San Francisco, CA.

Merck Research Ventures (Merck Research) is a venture capital subsidiary of Merck Research Laboratories Massachusetts LLC founded in 2000. The firm is headquartered in Cambridge, Massachusetts.