Nick Lloyd

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.

Part of Coal Ventures, Inc., Mid-Vol Leasing, Inc. mines metallurgical grade coal. The company is based in Anawalt, WV. Mid-Vol Leasing was acquired by Coal Ventures, Inc. on July 21, 1998 for $37 million.

Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis.

Godsey & Gibb, Inc., do-business-as Godsey & Gibb Wealth Management, is an independent, SEC-registered investment advisor headquartered in Richmond, Virginia. The firm was founded by Frank Gibb III and Joseph Godsey Jr. in 1985. Godsey & Gibb provides investment management, tax planning and preparation, financial planning, family wealth advising, retirement planning, estate planning, and insurance consulting services to individual and institutional clients.

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.

Oak Hill Capital Management LLC (Oak Hill Capital) is a private equity subsidiary of OHCM Management LLC founded in 1986 by Robert M. Bass. The firm is headquartered in New York.

Truist Securities, Inc. is a registered broker-dealer headquartered in Atlanta, Georgia. The firm was founded in 1894 as SunTrust Robinson Humphrey, Inc. In 2020, the firm was renamed following the integration of SunTrust Robinson Humphrey and BB&T Capital Markets. The firm is a subsidiary of Truist Financial Corp. (NYSE: TFC) and is an active market maker in equity and fixed-income products. Truist Securities delivers a comprehensive range of strategic advisory, capital raising, risk management, and financing solutions, as well as a dynamic suite of sales, trading, and research services in both fixed-income and equity. Their strategies are carefully tailored to meet the needs and vision of their clients.

Founded by Richard J. Rosenblatt in 1979, Rosenblatt Securities, Inc. is a broker/dealer headquartered in New York City. The firm provides a full array of trading and execution services for their clients. They do not provide any internal research

Eastover Investment Advisors LLC, dba Eastover Capital Management (Eastover Capital), is an independent, SEC-registered investment advisor and wealth management firm headquartered in Charlotte, North Carolina. The firm was founded in 2009 when it purchased Eastover Capital Management, which was originally formed in 1988 by Donn Toney and Robert Pharr. Eastover Capital provides active portfolio management for individual and institutional clients throughout the country.

Fidus Investment Advisors LLC (Fidus Investment) is a private equity firm founded in 2008. The firm is headquartered in Evanston, Illinois.

Kelso & Co LP (Kelso) is a private equity firm is founded in 1971 by Louis Kelso. The firm is headquartered in New York, US.

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.

KPS Capital Partners LP (KPS Capital Partners) is a private equity firm founded in 1997 by Eugene Keilin, Michael Psaros and David Shapiro. The firm is headquartered in New York.

Aronson LLC provides assurance, tax, and consulting solutions. It offers audit and assurance services, employee benefit plan services, executive search services, financial advisory services, government contract compliance services, government contract consulting, outsourced accounting solutions, personal financial services, software sales and consulting, tax services, technology risk, wealth management advisory services. The firm also provides other business services, including investment banking, recruiting, wealth management advisory and systems support. The company was founded in 1962 and is headquartered in Rockville, MD.

Chandler Asset Management, Inc. (Chandler) is an independent, SEC-registered investment advisor headquartered in San Diego, California. The firm was founded by Mary Catherine (Kay) Chandler in 1988. Chandler provides fixed income investment management services to the public sector, as well as to hospitals, foundations, endowments, individuals and corporations.

American Society for Testing & Materials provides information infrastructure services. The firm develops voluntary codes & regulations for technical materials, products, systems and services. It offers services in areas such as petroleum, medical devices, consumer products and environmental assessment. The company was founded in 1898 and is headquartered in West Conshohocken, PA.

Northern Virginia Technology Council operates as a membership and trade association for the technology community in Northern Virginia. It serves businesses from all sectors of the technology industry, service providers, universities, foreign embassies, non-profit organizations and government agencies. The company is headquartered in Herndon, VA.

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.

Brown Advisory LLC is a SEC-registered investment advisor headquartered in Baltimore, Maryland. The firm is a subsidiary of Brown Advisory Management LLC and their ultimate parent is Brown Advisory, Inc. The firm was founded and launched in 1993 as an investment management division of Alex. Brown & Sons, a Baltimore-based investment bank founded in 1800. In 1998, they became independently owned through an employee-led buyout. Brown Advisory provides investment management services to individuals and institutions.

Founded in 2009, WR Securities LLC is a registered broker/dealer located in New York City. The firm is a subsidiary of Wolfe Holdco LLC. They provide securities dealer services, as well as merger and acquisition advisory services. WR Securities also participates as an underwriter or selling group member in public offerings. The firm provides an array of trading and execution services for their clients. They do not provide any internal research. WR Securities in a member of FINRA.

Campion Asset Management LLC (Campion) is an independent, SEC-registered investment advisor headquartered in Falls Church, Virginia. The firm was founded by Terence Burns in 2005. Campion provides investment management and consulting services on behalf of individuals, families and non-profit organizations.

PBMares Wealth Management LLC (PBMares) is a registered investment advisor headquartered in Williamsburg, Virginia. Formerly known as Witt Mares Financial Vision LLC, the firm was founded in 1999 and is wholly owned by the accounting firm PBMares LLP. PBMares manages investment portfolios for individuals/high-net worth individuals, qualified retirement plans, charitable organizations, trusts and small businesses.

Sole Source Capital LLC (Sole Source Capital) is a private equity firm founded in 2016 by David Fredston. The firm is headquartered in Dallas, Texas.

Point72 Asset Management LP (Point72) is a SEC-registered investment advisor and hedge fund manager headquartered in Stamford, Connecticut. The firm was founded in 2014 and formerly known as Stamford Harbor Capital LP. They are a subsidiary of Point72 LP, which is owned by Point72 Capital Holdings LP. Point72 provides investment management services to the Point72 Funds.

The Greater Washington Partnership is a nonprofit alliance of influential and leading employers in the Washington D.C. area. The private company is based in Washington. The American company's goal is to ensure the entire region remains economically competitive and prosperous for all, with the aim of making it the world's best place to live, work, and build a business. The company was founded in 2016 by Russ Ramsey, Ted J. Leonsis, Peter L Scher, and Grant Lovely VerStandig. JB Holston has been the CEO of the company since 2020.

Monarch Investment & Management Group LLC provides commercial real estate investment services.

Part of PolySign, Inc., MG Stover & Co. is a full-service fund administration firm that services hedge funds, private equity funds, and venture capital funds. The company is based in Denver, CO. MG Stover delivers world-class solutions for institutional investors operating in the alternative investment space, including specialized fund accounting, treasury management, KYC/AML due diligence, and offshore compliance. The company has also built a leading proprietary back-office data aggregation and reconciliation software that supports the reporting process of hundreds of digital asset funds. The company was founded in 2007 by Matthew Stover. Matthew Stover has been the CEO since 2007. MG Stover was acquired by PolySign, Inc. on April 22, 2022.

Delta-v Capital LLC (Delta-v Capital) is a private equity firm founded in 2009 by Rand G. Lewis and David Schaller. The firm is headquartered in Boulder, Colorado.

BofA Securities, Inc. is a registered broker-dealer subsidiary of NB Holdings Corp., ultimately held by Bank of America Corp. (NYSE: BAC). Headquartered in New York, the firm was founded in 2015 and offers trade execution, trading or brokerage services to institutional clients.

AllGen Financial Advisors, Inc. (AllGen) is an independent, SEC-registered investment advisor headquartered in Orlando, Florida. The firm was founded by Paul Roldan and Jason Martin in 2003. AllGen offers personalized asset management and financial planning services to individuals and their family members, family office, foundation or endowment, charitable organization, and corporation.

Kejora Capital Management (Kejora Capital) is a venture capital subsidiary of Mountain Partners AG founded in 2013 by Sebastian Togelang and Andy Zain. The firm is headquartered in Jakarta, Indonesia.

Megatherm Electronics Pvt Ltd. specializes in metal heating and melting equipment. The private company is based in Kolkata, India. The Indian company's focus is on meeting thermal challenges through induction technology.

RDL Financial, Inc., do business as Wolf Group Capital Advisors (WGCA), is an independent SEC-registered investment advisor headquartered in Fairfax, Virginia. The firm was founded in 1996 and is owned by Robert D. Len, Leonard S. Wolf, and Charles K. Verruggio. WGCA provides investment advisory and financial planning services to individuals, high net-worth individuals and trusts.

Blackhawk Mining LLC engages in the coal mining industry. It mines and sells metallurgical, thermal, pulverized coal injection, stoker and specialty coals, and thermal coals. The company was founded by John Mitchell Potter in 2010 and is headquartered in Lexington, KY.