Dave Kovach

Capital Analysts LLC (CA) is a registered investment advisor headquartered in Fort Washington, Pennsylvania. The firm was founded in 2012 and is directly owned by Lincoln Investment Capital Holdings LLC. CA offers investment advisory services through a network of investment adviser representatives (Advisors) located throughout the US. They primarily serve individuals, high net-worth individuals, trusts, institutions, foundations, businesses, and charitable organizations as well as the retirement assets of individuals and businesses, individual retirement accounts (IRAs) and employer sponsored ERISA plans.

Cigna Holding Co. engages in the provision of medical, dental, disability, life and accident insurance, and related products and services to businesses, governmental and non-governmental organizations, and individuals, through its subsidiaries. The company was founded in 1981 and is headquartered in Bloomfield, CT.

Capital Gold Corp. is engaged in the exploration, development and production for gold and other minerals. The company is headquartered in New York, NY.

Greenleaf Capital LLC provides real estate services. It owns and manages several properties including two west coast Florida marinas with adjacent undeveloped land in Tierra Verde and Treasure Island. The company is headquartered in Tampa, Florida.

DaimlerChrysler Motors Corp. supplies a range of vehicles including passenger cars, SUVs, sports tourers, minivans, and pickups. The American company also manufactures commercial vehicles.

Bamboo Ide8 Insurance Services LLC provides insurance services. It offers homeowners, dwelling fire, flood, and earthquake. The company was founded by John Chu and is headquartered in Gold River, CA.

Part of Universal Engineering Sciences LLC, Incontrol Technologies Inc is a company located in the US. The American company's description is "contact incontrol technologies houston office." Incontrol Technologies was acquired by Universal Engineering Sciences LLC on December 06, 2023.

Lightview Capital LLC (Lightview Capital) is a private equity firm founded in 2012 by Conor Mullett and Rich Erickson. The firm is headquartered in Summit, New Jersey.

Symphony Risk Enterprises LLC conducts risk management services to enhance business operations. The company is based in Richardson, TX. The company's goal is to simplify the complexities of risk management so that their clients can perform better. The company was founded in 2001 by Michael C. Marcon, who has been the CEO since then.

Transamerica Corp. provides financial planning and insurance services. It offers life insurance, long term care, dental insurance, medicare solutions, commercial lending, retirement planning, leasing, annuities, and real estate services. The company was founded by Amadeo P. Giannini in 1904 and is headquartered in Cedar Rapids, IA.

Part of BayFirst Financial Corp., BayFirst National Bank (Florida) is a state chartered commercial bank. The company is based in St. Petersburg, FL. Anthony N. Leo has been the CEO of the company since 2013.

HJ Wealth Management LLC provides investment services. It offers financial planning and wealth management services. The company was founded by Jay L. Heller and Brian Kohute in 2000 and is headquartered in Plymouth Meeting, PA.

Fulton Financial Advisors, NA (FFA) is an investment advisor headquartered in Lancaster, Pennsylvania and was founded in 2000. FFA is a subsidiary of Fulton Bank, NA, which in turn is a subsidiary of Fulton Financial Corp. (NASDAQ: FULT). The firm offers an array of financial products and trust and retirement services.

Penn Mutual Asset Management LLC (PMAM) is a SEC-registered investment advisor and insurance management firm headquartered in Conshohocken, Pennsylvania. The firm was founded as Independence Capital Management, Inc. in 1989. They are a wholly owned subsidiary of The Penn Mutual Life Insurance Co. PMAM offers fixed-income investment solutions and client-focused services to institutional clients. These solutions are accessible through separate accounts, sub-advisory relationships and various commingled vehicles.

Founded in 1995 by Eric Schwartz, Cambridge Investment Research, Inc. is an independent broker/dealer located in Fairfield, Iowa. The firm is a subsidiary of Cambridge Investment Group, Inc. They specialize in fee-based advisory solutions. Cambridge Research offers a full array of trading and execution services for their clients. They do not provide any internal research. Cambridge research is registered in 50 states and clears through National Financial Services LLC and Pershing LLC

CCIM Institute engages in commercial real estate services. It specializes in commercial real estate education and commercial real estate certification. The company was founded by Jay W. Levine and Jim McMichael in 1967 and is headquartered in Chicago, IL.

Sorrento PBX LLC functions as a financing subsidiary. The company is headquartered in Tampa, FL.

HCPCI Holdings LLC provides investment services. The company is headquartered in Tampa, FL.

Equity Risk Partners, Inc. engages in the provision of insurance brokerage and risk management consulting services. It offers insurance and benefits, due diligence, transaction risk, and global products. The company was founded by Michael C. Marcon and Anthony Marcon in 1994 and is headquartered in San Francisco, CA.

Schroder Investment Management North America, Inc. (SIMNA) is a SEC-registered investment advisor headquartered in New York City. The firm is a subsidiary of Schroder US Holdings, Inc., ultimately held by Schroders Plc (LON: SDR) in Great Britain. SIMNA manages separate accounts on a discretionary basis for institutions, endowments, foundations, pension funds, government retirement plans, and insurance companies and, as sub-adviser, to registered investment companies sponsored by other advisers. The firm also acts as the investment adviser to the Schroder Funds, which are sold in the US predominantly to institutional clients. They also serve as the manager and general partner of private investment partnerships or funds.

Sheppard, Mullin, Richter & Hampton LLP provides legal services. It offers legal expertise and counsel to U.S. and international clients in a range of practice areas including antitrust, corporate and securities, entertainment, media and communications, finance, and white collar defense. The company was founded in 1927 and it is headquartered in Los Angeles, CA.

Wilmington Trust Investment Advisors, Inc. (WTIA) is a mutual fund manager and registered investment advisor headquartered in Wilmington, Delaware. The firm was founded as MTB Investment Advisors, Inc. in 1995 as the result of a merger between Allied Investment Advisors and M&T Asset Management. In 2012, their name was changed to WTIA. The firm is a wholly-owned subsidiary of Manufacturers and Traders Trust Co. (M&T Bank), which is owned by M&T Bank Corp. (NYSE: MTB). WTIA principally provides investment management services to institutional clients. They also serve as sub-advisor to the Wilmington Funds, a family of mutual funds.

DWS Investment Management Americas, Inc. (DIMA) is a SEC-registered investment advisor headquartered in New York City. The firm is a subsidiary of DWS USA Corp., ultimately held by Deutsche Bank AG (ETR: DBK) in Germany. The firm was founded in 1984 and formerly known as Deutsche Investment Management Americas Inc. In 2018, they changed their name into DWS as part of the rebranding of Deutsche Asset Management. DIMA provides discretionary and non-discretionary investment advisory services to various institutional clients. They also provide investment advisory services for its municipal bond strategies through wrap fee programs.