Jonathan R. Price

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, and corporations and other business entities.

Brown Brothers Harriman & Co. (Investment Management) (BBH-IM) is the investment management division of Brown Brothers Harriman & Co., a registered broker/dealer headquartered in New York City. The firm was founded in 1931 and do-business-as Brown Brothers Harriman Mutual Fund Advisory Department. BBH-IM advises or sub-advises Mutual Funds, an ETF, and UCITS Funds.

The SURVICE Engineering Co. provides systems engineering and related services. It specializes in survivability, lethality, safety engineering services, test and evaluation, dimensional metrology and reverse engineering, systems analysis and engineering, information technologies and management. The company was founded by Jeffrey W. Foulk and Nancy Foulk in 1981 and is headquartered in Belcamp, MD.

Part of Truist Financial Corp., Pension Benefits, Inc. is a company that provides third-party administration for defined-contribution retirement plan and investment advisory services. The company is based in West Chester, PA. Pension Benefits was acquired by Patriot Bank (Pottstown, Pennsylvania) on January 17, 2003.

Bausch & Lomb, Inc. develops, manufactures, and markets eye health products. It offers over-the-counter supplements, eye care products, ophthalmic pharmaceuticals, contact lenses, lens care, ophthalmic surgical devices, and instruments. The company was founded by John Jacob Bausch and Henry Lomb in 1853 and is headquartered in Rochester, NY.

Founded in 1992, Daewoo Securities (America), 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. Research is provided by their parent company Daewoo Securities Co. Ltd. (SO: 006800)