Kerrie Orbeck

Massachusetts Financial Services Co., do-business-as MFS Investment Management (MFS), is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1924 and is a subsidiary of Sun Life of Canada (US) Financial Services Holdings, Inc., ultimately held by Sun Life Financial, Inc. (TSE, NYSE: SLF) in Canada. The firm provides investment advisory and sub-advisory services to a range of institutional clients and pooled investment vehicles. MFS is a responsible investor and signatory to the UN Principles for Responsible Investment (UNPRI).

State Street Bank & Trust Co. (SSBT) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1792 and is owned by State Street Corp. (NYSE: STT). SSBT serves as the administrator, fund accountant and transfer agent for the WisdomTree Bitcoin Fund, an exchange-traded fund.

The Stop & Shop Supermarket Co. LLC operates a chain of grocery stores. Its store departments include farm-fresh fruits, meat, seafood, Nature’s Promise marketplace, delicatessen, floral, pet, bakery, and baby. The company was founded in 1914 and is headquartered in Quincy, MA.

Cumberland Farms, Inc. owns and operates convenience stores and gas stations. It also purchases, sells, leases and manages commercial strip centers and retail outlets. The firm offers SmartPay Check-Link payment program that allows customers pay for gas and in-store purchases using mobile phone. The company was founded by Vasilios Haseotes and Aphrodite Haseotes in 1939 and is headquartered in Westborough, MA.

Cornerstone Brands Inc. sells online home, leisure, and casual apparels through catalogs. Its direct marketing brands include Ballard Designs, Frontgate, Garnet Hill, Improvements, Smith Noble, The Territory Ahead, and TravelSmith Outfitters. The company was founded in 1995 and is headquartered in West Chester, OH.

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.

Putnam Investment Management LLC (PIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. Founded in 1971, the firm is a wholly-owned subsidiary of Putnam US Holdings I LLC and became an indirect, wholly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN) in 2024. PIM provides investment advice across all asset classes to individuals and institutions worldwide through separately managed accounts and pooled investment funds.

Formed in 2004, MIT Investment Management Co. (MITIMCo) oversees the investments of the Massachusetts Institute of Technology's assets, including the endowment, the current funds, the pension assets, and other institutional assets. MITIMCo is located in Cambridge, Massachusetts.

Black Diamond Distributors Corp. distributes general merchandise products. The private company is based in Calgary, Canada.

Apartment Realty Advisors, Inc is the largest privately held, full-service investment advisory brokerage firm in the nation that focuses exclusively on the multihousing industry. ARA is comprised of the country''s top investment professionals who leverage a unique and fully integrated cooperative business platform of shared information, relationships, and technology-driven solutions. From seven offices in 2003, ARA has grown to 25+ offices serving over 300 cities across the USA – along with specialty practice groups for the following Affordable Housing, Finance, Land Services, Manufactured Housing, Seniors Housing, Student Housing. ARA is headquartered in Atlanta, with offices nationwide. At ARA, they truly are cultivating relationships that deliver results.

Technology Business Research, Inc. (TBR) is an independent investment research firm headquartered in Hampton, New Hampshire. The firm was founded in 1996 and they specialize in providing in-depth and timely insights within the computer, software, telecommunications, mobility and professional services industries. TBR’s proprietary process is based on highly-focused research, company-centric data and expert analysis.

Homeland Renewable Energy, Inc. develops, builds, owns and operates poultry litter fueled power plants. It generates energy from poultry litter. The company was founded by John J. Clarke, Jr. and Rupert Fraser in 2003 and is headquartered in Langhorne, PA.

HBK Sorce Advisory LLC (HBKS), do-business-as HBKS Wealth Advisors, is a SEC-registered investment advisor headquartered in Erie, Pennsylvania. The firm was founded in 2001 by Greg Sorce and Chris Sorce. They are a wholly-owned subsidiary of HBK Sorce Financial LLC, ultimately held by Hill, Barth & King Financial Holdings LLC. HBKS provides investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, partnerships, limited liability companies, and other business entities.

Putnam Investments LLC operates as an investment advisory company. The company was founded on May 14, 2009 and is headquartered in Boston, MA.

LPL Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Fort Mill, South Carolina. The firm was founded in 1989 as Linsco/Private Ledger Corp. They are a direct subsidiary of LPL Holdings, Inc., owned by LPL Financial Holdings, Inc. (NASDAQ: LPLA). LPL Financial offers various types of advisory services and programs to individual and institutional clients.

Lombard Odier Asset Management (USA) Corp. (LOAM) is a SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded in 2000 and do-business-as Lombard Odier Investment Managers. The firm is a subsidiary of LO Holding SA and their ultimate parent is Switzerland-based Compagnie Lombard Odier SCmA. LOAM provides investment advisory services on a discretionary basis to private pooled investment vehicles (Funds) and investment advisory accounts. The investors in the Funds consist of endowments, foundations, insurance companies, high net-worth individuals, funds of funds, public and corporate pensions, and other sophisticated investors.

SSgA Funds Management, Inc. (SSgA FM) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1978 and is a subsidiary of State Street Global Advisors, Inc., ultimately held by State Street Corp. (NYSE: STT). SSgA FM provides investment advisory services to US investment companies and certain pooled investment vehicles.

C&S Wholesale Grocers, Inc. owns and operates supermarkets and grocery stores. Its services include wholesale procurement, category management, pricing, private label brands, marketing and advertising, merchandising support, store design, and business and accounting. The company was founded by Israel Cohen and Abraham Siegel in 1918 and is headquartered in Keene, NH.

Brown Brothers Harriman & Co. is a broker/dealer located in New York City. The firm provides a comprehensive range of equity execution services exclusively to institutional clients worldwide. Their clients include private banks, mutual funds, hedge funds, independent asset managers and investment advisors and other brokers.

LMCG Investments LLC (LMCG) is an independent employee-owned, SEC-registered investment management firm headquartered in Boston, Massachusetts. The firm was originally founded by Lee Munder in 2000 as Lee Munder Investments Ltd. and changed its name into LMCG Investments LLC at the end of 2014. LMCG offers a broad range of investment strategies and solutions to institutional and private clients, globally.

Part of ADAMA Ltd., Control Solutions International, Inc. provides risk and control solutions advisory services. The company is based in Nashua, NH. The company was founded by Frank Edelblut.

Evergreen Investments & Management LLC is a venture capital firm founded in 1997 by Terry G. Bryant and Doug Smith. The firm is headquartered in Brentwood, Tennessee.

LRGHealthcare provides health care services. It offers cancer care, surgical, diagnostic, occupational therapy, pediatrics, orthopedics, laboratory, imaging, maternity and rehabilitation services. The firm's services include cancer services, cardiology, dermatology, diabetes, digital mammography, ear, nose, and throat, eldercare, emergency, family practice, gastroenterology, hillside medical, holistic health, internal medicine, laboratory, medical imaging, medication cards, mental health, kidney, neurology, occupational health, orthopedic, palliative care, pain management, pediatric and adolescent care, podiatry, primary care, public health, pulmonary, rehabilitation, rheumatology, skilled unit at FRH, sleep center and surgical services. The company was founded in 1893 and is headquartered in Laconia, NH.

RedPeak Properties LLC provides real estate management services. It owns, operates, develops, and acquires apartments. The company was founded by Mark J. Windhager and Michael A. Zoellner in 2001 and is headquartered in Denver, CO.

Community Workshops, Inc. provides job training, placement and support services. It provides assembly and packaging, food services and catering, property maintenance and staffing solutions. The company was founded in 1877 and is headquartered in Boston, MA.

MATEP LLC provides heating, chilled water services and electricity to hospitals. It serves in the clinical, research and academic fields of medicine. The company was founded in 1906 and is headquartered in Boston, MA.

Natixis Investment Managers International LLC provides fund management services. The company was founded on October 23, 2007 and is headquartered in Boston, MA.

Kroll Becker & Wing LLC provides professional staffing services. It specializes in accounting and finance professionals. The firm offers temporary, temporary-to-hire, and direct placement services. The company was founded by Jason Kroll, Paul Becker, and Gary Wing in 2005 and is headquartered in Bedford, NH.

Again Faster LLC distributes fitness equipment and training tools. It offers athlete packs, bars and bumpers, conditioning tools, fish oils and proteins, gymnastics equipment, gym essentials, home gym packages, mobility products, pre-made packages, and pull-up rigs. The company also provides rowers, shoes and apparel, sleds, training equipment for kids, weightlifting shoes, and accessories. fans, flooring and squat stands, GHDs and storage products. Again Faster was founded by Jonathan David Gilson in 2006 and is headquartered in Boston, MA.

EG America LLC engages in retailing of petroleum products. The firm offers products under the brands Fastrac, Kwik shop, Certified Oil, TomThumb and Turkey Hill. The company was founded in 2019 and is headquartered in Westborough, MA.