Steve Wilson

R.J. Reynolds Tobacco Holdings, Inc. manufactures and markets cigarettes and tobacco products. The company was founded in 1970 and is headquartered in Winston-Salem, NC.

CornerCap Investment Counsel, Inc. (CornerCap) is an independent registered investment advisor and wealth management firm headquartered in Atlanta, Georgia. The firm was founded by Thomas Quinn and Gene Hoots in 1989. CornerCap provides guidance and tailored portfolio management services to high-net-worth individuals, group retirement plans, foundations, endowments, and other types of clients. The firm is also investment adviser to The CornerCap Group of Funds and to CornerCap Fundamentrics® Large Cap ETF.

Osterweis Capital Management, Inc. (Osterweis) is an independent, SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by John Osterweis in 1983. Osterweis offers investment advisory services to various types of clients which include individuals, trusts, institutions, mutual funds, and other entities.

Tocqueville Asset Management LP (Tocqueville) is a SEC-registered investment advisor headquartered in New York City. Founded in 1985, the firm’s business and affairs are managed by Tocqueville Management Corp., their General Partner. Tocqueville manages investments for high-net-worth individuals and families, institutions, family offices and through the various Tocqueville mutual funds.

Keefe, Bruyette & Woods, Inc. (KBW) is a full-service investment bank and broker/dealer headquartered in New York City. The firm was founded in 1962 and is a subsidiary of Stifel Financial Corp. (NYSE: SF). KBW offers sales and trading in equities securities of financial services companies.

R.J. Reynolds Tobacco Co. manufactures and markets tobacco products. The firm has tobacco-sheet manufacturing operations and a research-and-development facility in Winston-Salem. Its brands include Camel, Kool, Pall Mall, Winston, Doral, Barclay, Lucky Strike, and Monarch. The company was founded in 1875 and is headquartered in Winston-Salem, NC.

ADP Brokerage Services Group provides financial and brokerage processing service. Its services include transaction processing systems, desktop productivity applications, and investor communication services. The company is located in New York, NY.

Taubenpost Capital LP provides investment services. The firm invests in securities. The company was founded in September 2005 and is located in New York, NY.

Poliwogg Regenerative Medicine Fund, Inc. operates as a non-diversified, closed-end management investment company that intends to elect to be regulated as a business development company. Its investment and activities are managed by Poliwogg Advisers LLC. The company was founded in 2014 and is headquartered in New York, NY.

Ernst & Young provides accounting services. Its services include auditing, accounting, tax and transaction services, assurance and advisory business, online transaction advisory and a wide range of financial services. The company was founded by Arthur Young and Alwin C. Ernst in 1881 and is headquartered in Kansas City, MO.

Delafield Hambrecht, Inc. provides investment and merchant banking services. It makes private equity investments and also provides investment banking advisory services to the technology, healthcare retail and finance sectors. The company was founded by Dennis J. Delafield in 2002 and is headquartered in Seattle, WA.

Part of Royal Bank of Canada, Spare Kaplan Bischel & Associates, Inc. is a boutique investment management firm based in San Francisco, CA. With over 20 years of experience, the company is dedicated to providing value equity portfolios that integrate environmental, social, and governance criteria to align with their clients' investment and social objectives. The company offers value equity and ESG/SRI value equity solutions as separately managed accounts, UMA/SMA managed accounts, and mutual funds. The team is committed to their active, value investment philosophy and process that has been consistently applied for over three decades, seeking to construct high conviction portfolios that reflect their best ideas while preserving and increasing clients' capital with downside protection.

Sterling Grace Corp. provides investment services. The company provides its services to investors, institutions and investment partnerships. It also operates in hedge funds and real estate investments. The company is headquartered in Glen Head, NY

VN Capital Management LLC is an independent hedge fund manager headquartered in Greensboro, North Carolina. The firm was founded in 2002 by P. Donnell Noone and James T. Vanasek. They manage the VN Capital Fund I LP, a conservatively managed long/short equity hedged fund.

Federal Home Loan Bank of Seattle operates as a federally chartered bank which provides liquidity and funding services. It offers collateralized loans, provides letters of credit, accept deposits and other services to its members. The firm works with non-profit organizations to provide housing and community economic development funds through direct subsidy grants and low or no-interest loans for individuals and communities in need. The company was founded in 1964 and is headquartered in Seattle, WA.

Lapides Asset Management LLC (LAM) is an independent registered investment advisor headquartered in Greenwich, Connecticut. The firm was founded by Steven Wilson in 2005. LAM manages discretionary assets in separate accounts as well as private investment funds for individuals and institutions, such as pension and profit-sharing plans, trusts, estates, corporations, charitable organizations, foundations, endowments and limited partnerships.

The Epiphany School, Inc. provides education services. The company is headquartered in Dorchester, MA.

Episcopal Relief & Development Corp. operates as a relief and development agency. It works with Church partners and other local organizations to save lives and transforms communities worldwide. The company was founded in 1940 and is headquartered in New York, NY.

Mainwall Investment Management LLC (Mainwell) is an independent asset management firm headquartered in Tuxedo Park, New York. Mainwell was founded in 2010 and provides portfolio management services for individuals and high-net worth individuals.

Rockland Immunochemicals, Inc. is a biotech company that was founded in 1962. The private company is based in Limerick, PA and has subsidiaries in the United States and Germany. The company specializes in manufacturing cutting-edge tools for basic, applied, and clinical research. The company offers custom anti-id antibodies for specific therapeutic development and tissue powders that can be used as a specific adsorbent to remove unwanted reactivities or as source material. The CEO of Rockland Immunochemicals is James Fendrick.

Reich & Tang Deposit Networks LLC offers deposit and liquidity solutions to financial intermediaries. The company is based in New York, NY and has subsidiaries in the United States. The company was founded in 1974. The CEO is Joseph J. Jerkovich.