Mark Gingrich

Grantham, Mayo, Van Otterloo & Co. LLC (dba GMO) is a privately-held, SEC-registered global investment management firm headquartered in Boston, Massachusetts. GMO was founded was founded in 1977 and provides investment advice to a wide variety of clients.

Kennedy Capital Management LLC (KCM) is a SEC-registered investment advisor headquartered in St. Louis, Missouri. The firm was founded by Gerald Kennedy and Richard Sinise in 1980 as Kennedy Capital Management, Inc. In November 2022, the firm converted from “Kennedy Capital Management, Inc.”, a Missouri S corporation, to “Kennedy Capital Management LLC”, a Delaware limited liability company. They are a subsidiary of KCM Holdings, Inc. KCM manages assets for institutional and high-net-worth clients.

Kornitzer Capital Management Inc. (KCM) is an independent, SEC-registered investment advisor headquartered in Shawnee Mission, Kansas. The firm was founded by John Kornitzer in 1989. KCM manages assets for institutions, mutual funds (the Buffalo Funds), and private clients.

Bessemer Investment Management LLC (BIM) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 2001 and is a wholly-owned subsidiary of Bessemer Trust Co., NA (BTNA), a national banking association, which in turn, is a wholly owned subsidiary of The Bessemer Group, Inc. (BGI). BIM provides advisory services to investment companies and banking institutions.

American Century Investment Management, Inc. (ACIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Kansas City, Missouri. The firm was founded by James E. Stowers, Jr. in 1958 and is a wholly-owned subsidiary of American Century Cos., Inc. ACIM provides portfolio management services to financial advisors, individual investors and institutional clients.

BlackRock Advisors LLC is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. The firm was founded in 1994 and is a subsidiary of BlackRock Capital Holdings, Inc., ultimately held by BlackRock, Inc. (NYSE: BLK). BlackRock Advisors manages assets for US-registered investment companies and 529 Plans.

Central Trust Co. is a trust company and investment management firm headquartered in Jefferson City, Missouri. The firm is a subsidiary of Central Bancompany, Inc. Central Trust Co. was founded in 2007 when Central Bancompany, Inc. combined the trust and investment management functions of Guaranty Trust Co., Boone County National Bank, Central Bank and Empire Bank. They manage portfolios for individuals, trusts, IRAs, corporations, retirement plans, charitable organizations and foundations.

Capital Advisors, Inc. is an independent, SEC-registered investment advisor and wealth management firm headquartered in Tulsa, Oklahoma. Founded in 1978, Capital Advisors provides investment advisory services to individuals, high net worth individuals, institutions, pension and profit-sharing plans, charitable organizations, investment companies and corporations and other business entities.

Financial Counselors, Inc. (do-business-as FCI Advisors) is a SEC-registered investment advisor headquartered in Overland Park, Kansas. The firm was founded in 1966 and is a wholly owned subsidiary of FCI Holding Corp., which is wholly owned by MTC Holding Corp. FCI Advisors provides investment advisory services to individuals, investment companies, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm also provides sub-advisory services for their affiliates The Midwest Trust Co. and Benefit Trust Co.

Wedgewood Partners, Inc. (Wedgewood) is a SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded in 1988 by Anthony L. Guerrerio. Wedgewood manages separate accounts for high net-worth individuals, institutions and investment companies. The firm also acts as a sub-adviser to certain wrap fee programs.

Edward D. Jones & Co. LP is a broker-dealer and registered investment advisor located in St. Louis, Missouri. The firm is a subsidiary of the Jones Financial Cos. LLLP. Edward Jones provides financial services for individual investors and businesses in the US, Canada and the United Kingdom. Edward Jones registered as a broker–dealer in 1941 and as an investment adviser in 1993. The firm offers a full array of investment services. They cover stocks that perform over the long-term, focusing on US, Canadian and Western European companies with long, stable, operating histories.

SigmaTel LLC designs, develops, and markets integrated circuits. Its products are used in the digital media players, printers, and televisions. The firm has operations in Taiwan, Singapore, South Korea, and Japan. The company was founded by Spence H. Jackson in 1993 and is headquartered in Austin, TX.

Guggenheim Securities LLC is a SEC-registered broker-dealer headquartered in New York City. The firm was founded in 1999 and is a subsidiary of Links Holdings LLC, ultimately held by Guggenheim Partners LLC. Guggenheim Securities’ specializations include the sales and trading of fixed-income securities and sophisticated structured products. The firm offers in-depth analysis and expert execution of trading opportunities to large institutional investors and asset originators. They offer sales and trading services relating to a wide range of instruments.

HM Capital Management LLC (HMCM) is an independent investment advisory firm headquartered in Clayton, Missouri. The firm was founded in 2005 by Matthew Kopsky, Karen Gloriod and Maribeth Snodgass. HMCM provides wealth management services to affluent families and retirement planning to institutional clients.

Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA.

Stifel, Nicolaus & Co., Inc. (Stifel) is a dual-registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. Founded in 1890, the firm is a subsidiary of Stifel Financial Corp. (NYSE: SF), a financial service holding company. Stifel provides full-service brokerage and investment advisory services to individuals and their families, institutions and businesses, and financial advisors.

Centennial Investors Angel Network (Centennial Investors) is a venture capital firm founded in 2006. The firm is headquartered in Columbia, Missouri.

PT Perusahaan Listrik Negara (Persero) engages in the generation, transmission and distribution of electrical power to residential, commercial, and industrial customers. It operates through the following segments: Sumatera, Java Bali and Nusa Tenggara, Kalimantan, and Sulawesi and Maluku Papua. Its other activities include electricity consultation, construction, installation, assessment, testing, operations, and maintenance of electrical power equipment, planning and development of electric power facilities, and research and support activities related to electricity. The company was founded on January 1, 1961 and is headquartered in Jakarta, Indonesia.

Meridian Logistics LLC engages in the provision of freight brokerage services. It offers LTL freight shipping, truckload shipping, inbound vendor management, intermodal, and custom freight solutions. The company was founded by Christopher J. Clever in January 2009 and is headquartered in Austin, TX.

TechAccel LLC (TechAccel) is a venture capital firm founded in 2014 by Michael F. Helmstetter. The firm is headquartered in Shawnee, Kansas.

Datica Health, Inc. engages in the provision of cloud-based software for the healthcare industry. Its products include cloud compliance management system; compliant kubernetes services; and compliant platform-as-a-service. The company was founded by Mohan Balachandran, Travis Good and Jeremy Edes Pierotti in May 2013 and is headquartered in Minneapolis, MN.

Evergy Ventures Inc (Evergy Ventures) is a venture capital subsidiary of Great Plains Energy, Inc founded in 2015 by Dennis Odell. The firm is headquartered in Kansas City, Missouri.

Krilogy Financial LLC (Krilogy) is an independent, SEC-registered investment advisor headquartered in Creve Coeur, Missouri. The firm was founded by Kent Skornia in 2008. Krilogy provides portfolio management services to individuals, high net-worth individuals, trusts and estates, institutional – pension and profit-sharing plans, corporations or business entities, charitable foundations and not-for-profit endowments.

Four Pillars Investors LLC (Four Pillars) is a private equity firm founded in 2014 by Nick Mclean and Thomas Sanford. The firm is headquartered in Kansas City, Missouri.

PR Restaurants LLC operates restaurants. The private company is based in Newton, MA.

TranSystems Corp. engages in the provision of engineering and consulting solutions for transportation industry. It specializes in aviation, architecture, bridges, construction, federal, roadway, planning and environmental, freight, and transit. The company was founded Herbert Johnson, Gerald Brickell, and Edward Mulcahy in 1966 and is headquartered in Kansas City, MO.