Alex Narum

Carnegie Mellon University is an American school that operates as a college or university. It is located in Pittsburgh, Pennsylvania.

John G. Ullman & Associates, Inc. (JGUA) is an independent, SEC-registered investment advisor headquartered in Horseheads, New York. The firm was founded by John G. Ullman in 1978. JGUA provides portfolio management services to individuals, high net-worth individuals, pension and profit-sharing plans, charitable institutions, foundations, endowments, trusts and US corporations.

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.

Systematic Financial Management LP (SFM) is a SEC-registered investment advisor headquartered in Teaneck, New Jersey. The firm was founded by Joe K. Joshi in 1982 and they are a subsidiary of Titan NJ LP Holdings LLC, ultimately owned by Affiliated Managers Group, Inc. (NYSE: AMG). SFM provides investment management services to institutional investors and private 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.

Okabena Investment Services, Inc. (OIS) is a SEC-registered investment advisor and multi-family office headquartered in Minneapolis, Minnesota. The firm is a wholly owned subsidiary of Okabena Co. (OC), a family office which was founded in 1967 to provide a variety of financial services to the founding family. OC created OIS in 1994 to house its investment function going forward. OIS offers investment advisory services to tax-exempt organizations such as charities, foundations and endowments as well as to other high-net worth families and individuals. The firm also serves as the sponsor, manager, and discretionary investment adviser to private investment funds (OIS Private Funds).

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.

Founded in 1946, R.F. Lafferty & Co., Inc. is a brokerage firm and registered investment advisor located in New York City. The firm's research focuses on small- and mid-cap companies.

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.

Balyasny Asset Management LP (BAM) is a multi-strategy hedge fund manager and SEC-registered investment advisor headquartered in Chicago, Illinois. The firm’s predecessor, Balyasny Capital Management LLC (BCM), was founded in 2001 by Dmitry Balyasny, Scott Schroeder and Taylor O'Malley. In 2003, BCM converted from a limited liability company to a limited partnership. Then, in January 2004, their name was changed to Balyasny Asset Management LP. They are a subsidiary of Balyasny Asset Management Holdings LP. BAM provides investment advisory services to high net-worth individuals and institutional clients through privately offered pooled investment funds.

Kershner Trading Group LLC provides trading services. The private company is based in Austin, TX and has subsidiaries in the United States. The CEO of the company is Andy Kershner.

JPMorgan Securities LLC (JPMS) is a securities brokerage firm headquartered in New York City. The firm was founded in 1985 and is a subsidiary of JPMorgan Broker-Dealer Holdings, Inc., ultimately held by JPMorgan Chase & Co., Inc. (NYSE: JPM). JPMS provides research on fixed income, credit, derivatives, emerging markets, foreign exchange, structured finance, technical analysis and bond indices. Their equity analysts cover equities throughout North America, EMEA, Asia/Pacific and the emerging markets. The firm's fixed income team formulates trading and portfolio recommendations for investors in global bonds and other fixed-income markets based on valuations, analytics and market dynamics.

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

Mizuho Securities USA LLC is the US-based securities broker/dealer and futures commission merchant arm of Mizuho Americas LLC, ultimately held by Mizuho Financial Group, Inc. (TYO: 8411, NYSE: MFG) in Japan. Headquartered in New York City, the firm was founded in 1994 and provides institutional and corporate clients access to commodity and financial markets around the world. Mizuho Securities USA covers the following industries: Consumer, Energy, Financial Institutions, Financial Sponsors, Healthcare, Industrial & Diversified Industries, Power, Utilities & Infrastructure, Real Estate, and Technology, Media & Telecom (TMT). The firm and their affiliates hold memberships on all major futures and options exchanges worldwide.

Walt Disney Studios provides film production services. The firm produces and distributes through the Walt Disney Pictures, Touchstone and Hollywood banners. It also runs Walt Disney Feature Animation. The company was founded in 1939 and is located in Burbank, CA.

Corebridge Institutional Investments (US) LLC (CII) is a SEC-registered investment advisor headquartered in New York City. They are an indirect subsidiary of Corebridge Financial, Inc. (Corebridge) (NYSE: CRBG). The firm was formerly known as AIG Asset Management (US) LLC and changed their name to Corebridge Institutional Investments (US) LLC in 2023 as part of Corebridge’s continued separation from American International Group, Inc. CII provide investment management services to Corebridge, its affiliates, and unaffiliated institutional clients. The firm also manages investment portfolios of private funds and other pooled investment vehicles in which affiliated and unaffiliated parties are investors. CII also serves as a sub-adviser to affiliated investment managers, in the management of their institutional affiliate client accounts.

Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry.

Founded in 1898, Northeastern University is a private research university located in the heart of Boston. Northeastern teaches worldwide experiential learning, urban engagement, and interdisciplinary research that meets global and societal needs. The University offers a range of undergraduate and graduate programs leading to degrees through the doctorate in nine colleges and schools.

Wells Fargo Securities LLC (WFS) is the broker/dealer subsidiary of EVEREN Capital Corp., ultimately owned by Wells Fargo & Co. (NYSE: WFC). Headquartered in New York, WFS delivers a comprehensive suite of banking, capital markets and advisory solutions, such as a full complement of sales, trading and research capabilities, to corporate, government and institutional clients.

RBC Capital Markets LLC is a full-service brokerage and financial services firm headquartered in New York City. They are a direct subsidiary of RBC USA Holdco Corp. and a wholly-owned indirect subsidiary of Royal Bank of Canada (TSE, NYSE: RY). Founded in 2010, the firm is comprised of 3 major business lines: the Private Client Group, the Fixed-Income Group and the Clearing and Execution Services Group. The Private Client Group serves individual investors, while the Fixed-Income Group provides services to institutions, municipalities and non-profit organizations. The Clearing and Execution Services Group is a provider of clearing and execution services to independent brokers/dealers throughout the US. RBC Capital Markets focuses on the following sectors: communications, media, consumer/retail, diversified industries, energy, financial institutions, forest products, healthcare, infrastructure finance, mining & metals, real estate, social infrastructure, technology and the US municipal markets.

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.

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.

Canaccord Genuity LLC is an independent, full-service financial services firm headquartered in New York City. The firm was founded in 2004 and provides a full spectrum of brokerage services to corporate and institutional clients. They cover a wide range of sectors globally with an emphasis on growth companies such as: Block chain, Business Services, Cannabis, Consumer and Retail, Energy, Financials, Gaming, Healthcare, Industrials, Metals and Mining, Real Estate, Sustainability and Technology.

Fordham University provides college and university. It offers undergraduate colleges and graduate & professional schools. The company was founded in 1841 and is headquartered in Bronx, NY.

Founded in 2002, Maxim Group LLC is a registered broker/dealer located in New York City. The firm provides an array of financial services including: investment banking, equity research, private wealth management, structured products and global institutional equity, fixed-income and derivative sales and trading to a diverse range of corporate clients, institutional investors and high net-worth individuals. Maxim Group's niche is emerging-growth companies in a variety of sectors including healthcare, technology, retail and others. They utilize a fundamental, bottom-up approach to investment recommendations. The firm combines rigorous financial analysis of specific companies and industries with due diligence that includes frequent consults with suppliers, customers, competitors and senior management. The firm focuses on under-covered, small- to-mid-cap companies where valuation levels may be out of sync with fundamental trends. Maxim's coverage universe often represents attractive niche industries where stocks tend to be inefficient. This research coverage fills a void created by the downsized research ranks and shrinking coverage of small- to mid-cap stocks by large investment banks. Maxim Group is a member of FINRA, the MSRB, the SIPC, the ISE, NASDAQ and NYSE Arca.

Northland Securities, Inc. (NSI) is a dually registered, full-service broker dealer and investment advisor headquartered in Minneapolis, Minnesota. The firm was founded in 2002 and is owned by Northland Capital Holdings, Inc., which was acquired by First National of Nebraska, Inc. (OTCMKTS: FINN) in 2023. NSI is actively engaged in buying and selling securities for its own account as well as for clients.

Ridgecrest Capital Partners, Inc. provides investment banking services. The private company is based in Larkspur, CA. The CEO of the company is Joshua M. Rafner.

Samsung Electronics America, Inc. provides marketing services for consumer electronics, information systems and home appliance products. It delivers digital consumer electronics, mobile products and wearables, wireless infrastructure, information technoogy and home appliance products. The company was founded in 1977 and is headquartered in Ridgefield Park, NJ.