Michael L. Nelsen

Shufro, Rose & Co. LLC (SRC) is an independent, SEC-registered investment advisor headquartered in New York City. The firm was founded as a partnership in 1938 and was converted to an LLC in 1997. SRC provides investment management and advisory services to separately managed accounts of individuals, high net-worth individuals, trusts and estates, retirement accounts, businesses and charitable organizations on a discretionary and non-discretionary basis.

Slacker, Inc. provides portable digital radio solutions. It offers radio portal that can customize songs. The company was founded by James Arthur Cady in 2004 and is headquartered in San Diego, CA.

JPMorgan Private Wealth Advisors LLC (JPMPWA) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. Formerly known as First Republic Investment Management, Inc., the firm was previously a wholly owned subsidiary of First Republic Bank (OTCMKTS: FRCB) (FRB). In May 2023, JPMorgan Chase & Co. (NYSE: JPM) (JPM) acquired the substantial majority of assets and assumed the deposits and certain other liabilities of FRB. Following the acquisition, the firm became a wholly owned subsidiary of JPMorgan Chase Holdings LLC, a wholly owned subsidiary of JPM. JPMPWA provides full-service personalized wealth management solutions for individuals, trusts, families, foundations, endowments, pensions, defined contribution plans, profit-sharing plans, banks, for-profit and not-for-profit institutions and other business entities.

Franklin Advisers, Inc. is a mutual fund manager and registered investment advisor headquartered in San Mateo, California. The firm was founded in 1985 and is a subsidiary of Franklin Resources, Inc. (NYSE: BEN), a holding company that, together with its various subsidiaries is referred to as Franklin Templeton Investments. Franklin Advisers provides investment advisory and portfolio management services to US and non-US, registered open-end and closed-end funds and unregistered funds, as well as separate accounts.

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.

The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY.

Columbia House Co. operates as a subscription based motion picture and audio records distributor. The firm is a direct-to-customer distributor of music and movies. It sells its products online, which features a list of movies and album titles that can be pre-ordered before retailed through stores. The company is headquartered in New York, NY.

Part of FutureLink Corp., VSI Technology Solutions is a company that provides integration services and consulting for Citrix-enabled networks. The company is based in Beltsville, MD. The company was founded by Curtis C. Eshelman. VSI Technology Solutions was acquired by FutureLink Corp. on February 01, 2000 for $26.50 million.

Platinum Equity Advisors LLC (Platinum Equity Advisors) is a private equity firm founded in 1995 by Tom Gores. The firm is headquartered in Los Angeles, California.

Friedman LLP engages in the provision of accounting, tax, and business consulting services. It offers audit and assurance, international services, transaction advisory services, forensic, litigation, and valuation services, and pension administration services. The firm serves the automotive, communications, fashion, financial services, government, healthcare, life sciences, manufacturing, not-for-profit, professional services, real estate, and technology industries. The company was founded in 1924 and is headquartered in New York, NY.

A.G. Spanos Cos. develops and sells residential buildings. Its projects include multi-family communities, master planned communities, and the preserve. The company was founded by Alexander Gus Spanos in 1960 and is headquartered in Stockton, CA.

Goldrich & Kest Industries LLC provides real estate investment services. Its services include operating real estate assets, making real estate investments, managing relationships with operating partners, and executing real estate capital market transactions. The company was founded by Jona Goldrich and Sol Kest in 1956 and is headquartered in Culver City, CA.

The Chargers Football Co. LLC owns and operates a football team. It focuses on football operations, scouting, stadium and game operations, brand development, broadcasting and marketing partnerships. The firm also engages in youth football and junior training camp activities. The company was founded in August 1959 and is headquartered in San Diego, CA.

Horwath Velez & Co. PSC is a private company based in Washington.

New York State Society of Certified Public Accountants is a non-profit organization. It provides a membership program for certified public accountants that offers in-person and online networking opportunities, Continuing Professional Education courses and conferences, the CPA Journal, and other publications. The company was foudned in 1897 and is headquartered in New York, NY.

Bowman Cos. leases real estate properties. The company is headquartered in Fredericksburg, VA.

Deutsch Marin & Co. LLP provides marine products. The private company is based in Uniondale, NY.

Tailwind Capital Group LLC provides investment services in growth capital, buyout, and recapitalizations. The company was founded by James S. Hoch and Lawrence B. Sorrel in 2003 and is headquartered in New York, NY.

Bonded Services Group Ltd. engages in the media asset management services. It provides specialty warehousing, logistics, supply-chain and related support services to the movie studios, television production companies, advertising agencies, corporations, government entities and other producers. The company was founded in 1980 and is headquartered in Feltham, the United Kingdom.

Pacific Capital Partners Ltd., trading as Pacific Asset Management (PAM), is an alternative investment firm headquartered in London, UK. The firm was founded by Jonathan Mitchell and Mark Shoberg in 1993. They are owned by Pacific Investments Management Ltd., which is a subsidiary of Pacific Investments Ltd. They provide asset management solutions to high net worth individual and institutional clients. PAM is a signatory to the UN Principles for Responsible Investment (UN PRI).

Nagle Investment Advisors Ltd. provides investment advice. The private company is based in Lake Zurich, IL.

Lightstone Value Plus REIT LLC is a real estate investment trust that specializes in investing in real estate properties. The private company is based in Lakewood, NJ. David W. Lichtenstein has been the CEO of the company since 2004.

LiveXLive Corp. provides live music streaming network. The company was founded by Rob Ellin and is headquartered in Beverly Hills, CA.

Tailwind Colony Holding Corp. provides construction services. The company is headquartered in New York, NY.

Biometrics Technology International, Inc. develops biometric system devices. The private company is based in San Diego. The American company was founded by Jerome N. Gold.

Tailwind Loenbro Holdings, Inc. engages in the energy business. The company is headquartered in New York, NY.