Bob Phillips

Glenmede Investment Management LP (GIM) is a SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded in 2007 and is a successor to Glenmede Advisers. They are a wholly owned subsidiary of The Glenmede Trust Co., NA, a subsidiary of The Glenmede Corp. GIM provides discretionary investment advisory services to institutional investors.

PNC Bank, NA (Investment Management) (PNC-IM) is the asset management division of PNC Bank, NA, a banking company headquartered in Pittsburgh, Pennsylvania. The firm is ultimately held by The PNC Financial Services Group, Inc. (NYSE: PNC). PNC-IM manages assets for institutions and high-net worth individuals and provides tailored investments, wealth planning, trust and estate administration and private banking to high-net-worth families and individuals.

Boyar Asset Management, Inc. (Boyar) is an independent registered investment adviser and wealth management firm headquartered in New York City. The firm was founded by Mark A. Boyar in 1983. Boyar offers discretionary and non-discretionary investment advisory services to separately managed client accounts, private funds, and open-ended registered investment company.

Founded in 1922, Weeden & Co. LP is a broker/dealer headquartered in Greenwich, Connecticut with additional offices in Boston, Chicago, Minneapolis and San Francisco. The firm offers a full array of investment services with independent value-added research covering various sectors. Weeden's research goal is to produce independent, actionable long/short ideas that are free from the inherent conflicts created by investment banking. The firm vigilantly monitors proprietary, quantitative and fundamental indicators across all asset classes to identify and communicate important inflection points within the marketplace to clients. Their equities trading division specializes in difficult-to-execute orders. They are a member of the FINRA, NASDAQ and the SIPC.

BLB&B Advisors LLC (BLBB) is a registered investment advisory firm headquartered in Montgomeryville, Pennsylvania. The firm was founded by Frank Burke in 1964 and is a subsidiary of BLB&B Holdings LLC. BLBB provides fiduciary advice, planning, and investment management services to individuals and families, endowments, and business owners.

Mellon Investments Corp. is a SEC-registered investment advisor headquartered in Boston, Massachusetts. Founded in 1983, the firm is a subsidiary of MBC Investments Corp., ultimately held by the Bank of New York Mellon Corp. (BNY Mellon Corp.) (NYSE: BK). In 2018, two other indirect subsidiaries of BNY Mellon Corp., the Boston Company Asset Management LLC (TBCAM) and Standish Mellon Asset Management Company LLC, merged into Mellon Capital Management Corp. and the firm was renamed BNY Mellon Asset Management North America Corp. In 2019, BNY Mellon Asset Management North America Corp. was renamed Mellon Investments Corp. Mellon Investments provides discretionary and non-discretionary investment advice to both individual and institutional clients.

Tower Bridge Advisors, Inc. (TBA) is an independent, SEC-registered investment advisor headquartered in Conshohocken, Pennsylvania. The firm was founded by Maris Ogg and James Meyer in 2001. TBA provides exceptional wealth and asset management services to individuals, families and select institutions.

Founded in 1999 by the late Thomas Watson, Janney Montgomery Scott LLC (JMS) is a full-service financial services firm and registered broker/dealer headquartered in Philadelphia, Pennsylvania. The firm is a subsidiary of Independence Square Properties LLC, itself a subsidiary of Penn Mutual Insurance Co. Their ultimate parent is Harleysville Mutual Insurance Co. JMS is a member of the NYSE, the SIPC and FINRA. The firm provides comprehensive financial advice and services to individual, corporate and institutional investors. Their primary coverage verticals include the consumer, technology, financials and infrastructure sectors.

Rutherford, Brown & Catherwood LLC provides investment advisory services. The company is headquartered in Philadelphia, PA.

Kelly Capital Management LLC (KCM) is an asset management firm headquartered in Avondale, Pennsylvania. The firm was founded in 2004 by James Kelly. KCM provides investment advisory services to individuals (both high-net worth and non-high net worth), all types of retirement plans, corporate assets, charitable organizations, foundations, and endowments.

Associated Services for the Blind & Visually Impaired provides social services. It promotes self esteem, independence, and self determination in people who are blind or visually impaired. The company was founded in 1874 and is headquartered in Philadelphia, PA.