Bill H. Darling

Howland Capital Management LLC (Howland Capital) is an independent, SEC-registered investment adviser and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 1967 as Blackstone Management Corporation. Their name was changed to Howland Capital Management, Inc. in 1994. The firm was restructured under the same ownership and management in 2012 and is now known as Howland Capital Management LLC. Howland Capital provides personalized, confidential investment management to various types of clients.

Edward Jones Investments operates as a financial advisory firm.

Workgroup Technology Corp. develops collaborative product data management software solutions. Its clients include ABB Inc., Baker Oil Tools, Eaton Corp., FlightSafety International, General Electric Co., and Siemens Energy & Automation Inc. It was founded in 1992 and is headquartered in Tewksbury, MA.

FIAM LLC (do-business-as Fidelity Institutional Asset Management) is a SEC-registered investment advisor headquartered in Smithfield, Rhode Island. The firm was founded in 2006 and formerly known as Pyramis Global Advisors LLC. They are wholly-owned by FIAM Holdings LLC, which in turn is owned by FMR LLC, aka Fidelity Investments. FIAM provides discretionary investment management services to institutional accounts. The firm also sub-advices funds or accounts for affiliated advisers and unaffiliated advisers.

Venture Economics, Inc. provides information and analysis on the venture capital industry. The private company is based in New York, NY.

Part of Stifel Financial Corp., Hanifen, Imhoff, Inc. is a brokerage services provider. The company is based in Denver, CO.

Founded in 1995 by Steven Bathgate, GVC Capital LLC, formerly Bathgate Capital Partners LLC, is an investment banking firm and broker/dealer located Greenwood Village, Colorado. The firm focuses primarily on providing comprehensive investment banking services to underexposed and undervalued micro-cap companies. GVC Capital's brokerage services include retail investment sales, institutional equity and fixed-income securities. The firm is a member of FINRA and the SIPC. GVC Capital seeks to provide their retail clients with greater exposure to institutional investors as efficient means to raising capital in the form of institutional private placement financings and a variety of other investment products including municipal bonds, government securities, mutual funds, annuities, options and equities. The firm also offers accredited investors periodic opportunities to participate in private placements (Regulation D) and IPOs for select emerging growth companies. GVC Capital's accounts are maintained and cleared by First Southwest Company. The firm's fixed-income group seeks to provide their clients with best execution. They provide independent advisory services and research focusing on a diverse universe of fixed-income securities including corporate, government and municipal bonds, convertible and mortgage-backed securities and preferred stocks. GVC Capital's equity trading group focuses on efficient trade execution of micro-cap companies and identifying and creating liquidity in illiquid markets.

Ibex Investors LLC (Ibex Investors) is a venture capital firm founded in 2003 by Justin B. Borus. Ibex Investors LLC is headquartered in Denver, Colorado.

Welch & Forbes LLC is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded by Edward Sohier and Charles Welch in 1838. They are a subsidiary of AMG WF Holdings LLC, ultimately held by Affiliated Managers Group, Inc. (NYSE: AMG). Welch & Forbes provides investment advice primarily to individuals and trusts. Their clients also include pension and profit-sharing plans, estates, charitable organizations, corporations and other business entities.

Founded in 1890, Cambridge Trust Co. is a state chartered commercial bank headquartered in Cambridge, Massachusetts. The firm is a subsidiary of Cambridge Bancorp (NASDAQ: CATC).

Part of Illinois Tool Works Inc., Baxter Manufacturing Co. is a company that makes commercial baking equipment. The company is based in Orting, WA. Baxter Manufacturing was acquired by Premark International, Inc. on September 30, 1997.

Founded in 1994, Eaton Vance Distributors, Inc. is a broker/dealer located in Boston. The firm is a subsidiary of Eaton Vance Corp. (NYSE: EV).

Freedom Capital LLC provides wholesale commercial real estate loans. The company is headquartered in Gilbert, AZ.

Bowdoin College is an independent, nonsectarian, coeducational residential, undergraduate liberal arts institution founded in 1794. It is located in Brunswick, ME.

Eaton Vance Management (EVM) is a SEC-registered mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1979 when Eaton & Howard merged with Vance, Sanders & Co. Prior to March 2021, they were a wholly-owned subsidiary of Eaton Vance Corp. Their direct owner is Morgan Stanley Domestic Holdings, Inc., ultimately held by Morgan Stanley (NYSE: MS). EVM offers advisory services in a variety of equity, income, mixed-asset and alternative strategies to institutional clients, mutual funds, other pooled investment vehicles, and retail separately managed accounts.

Invesco Advisers, Inc. is a SEC-registered investment advisor headquartered in Atlanta, Georgia. They are a subsidiary of Invesco Group Services, Inc., ultimately held by Invesco Ltd. (NYSE: IVZ). The firm was founded in 1986 and previously known as Invesco Institutional NA, Inc. until April 2010 when Invesco Ltd. consolidated the businesses of their US investment advisors (Invesco AIM Advisors, Inc., Invesco AIM Capital Management, Inc., Invesco AIM Private Asset Management, Inc. and Invesco Global Asset Management NA, Inc.) under the name Invesco Advisers, Inc. They provide discretionary and non-discretionary investment advisory services to individuals, institutional and high net-worth clients through separate accounts, wrap fee programs and US registered investment companies and other Commingled Funds.

Part of Capital Wealth Holdings LLC, Capital Wealth Management LLC is a financial services company based in West Warwick, RI. The company offers personal wealth management, 401k and retirement plan services, alternative investments, investment management, and other financial products and services. The company prioritizes building and preserving wealth for their clients and creating financial strategies tailored to their goals. Lee Alan Duckworth has been the CEO of the company since 2006.

Nixon Peabody Trust Co. LLC (NPT) is an investment adviser headquartered in Boston, Massachusetts. They are a direct subsidiary of Nixon Peabody LLP. Formerly known as Watch Point Trust Co. LLC, the firm was founded by Charles Gaziano. NPT provides wealth management, financial and investment planning and fiduciary services to individuals and families.

The Bank of New York Mellon Corp. (Wealth Management) (BNY Mellon Wealth Management) is the wealth management division of The Bank of New York Mellon Corp. (NYSE: BK), an investment banking services holding company headquartered in New York City. The firm was formed from the merger of The Bank of New York and the Mellon Financial Corporation in 2007. BNY Mellon Wealth Management provides investment management, wealth management and banking services to individuals, families, family offices, charitable gift programs, endowments and foundations.

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.

Congress Asset Management Co. LLP (Congress Asset) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Alfred Lagan in 1985 and is majority owned by the Lagan Holding Company Trust. Congress Asset provides discretionary and model portfolio investment management services to individual and institutional clients who include charitable organizations, pension and profit-sharing plans, including plans subject to the Taft-Hartley Act and the Employee Retirement and Income Security Act (ERISA), state and municipal government entities, corporations, taxable and tax-exempt institutions, high net worth individuals and commingled investment vehicles such as mutual funds.

Part of SVB Financial Group, Cunningham Henderson & Papin, Inc. is an investment management company. The company is based in Burlington, MA. The company was founded by Ron Holstein Henderson. Cunningham Henderson & Papin was acquired by Boston Private Bank & Trust Co. on August 02, 1995 for $4 million.

Barings LLC is a SEC-registered investment advisor headquartered in Charlotte, North Carolina. Founded in 1940, the firm is direct subsidiary of MM Asset Management Holding LLC and their ultimate parent is Massachusetts Mutual Life Insurance Co. (MassMutual). MassMutual?s affiliated companies include financial services companies that provide investment management services and individual protection insurance to clients worldwide. Barings provides a broad range of investment advisory and management services to institutional clients, registered investment companies, and other pooled investment vehicles.

National Association of Petroleum Investment Analysts is a Non-Profit organization, which engages in education of its members in their knowledge of the petroleum industry. The company was founded in 1974 and is headquartered in Concord, MA.