Courtney Pemberton

Dimensional Fund Advisors LP (Dimensional) is a SEC-registered investment advisor headquartered in Austin, Texas. The firm was founded by David Booth in 1981 and is a subsidiary of Dimensional Holdings LLC, which is wholly-owned by Dimensional Holdings, Inc. Dimensional primarily manages securities and other assets for institutional investors. They also manage securities and other assets for high-net-worth individuals and clients of independent financial advisors. The firm is the investment adviser to various SEC-registered investment companies which represent separate funds in aggregate, such as mutual funds and exchange-traded funds.

P. Schoenfeld Asset Management LP (PSAM) is an independent, SEC-registered investment advisor and alternative asset management firm headquartered in New York City. The firm was founded by Peter M. Schoenfeld in 1997. PSAM provides investment management services to pooled investment vehicles.

Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis.

Vaughan Nelson Investment Management LP (Vaughan Nelson) is a SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded in 1970 and formerly known as Vaughan, Nelson, Scarborough & McCullough LP. They are wholly-owned by Natixis Investment Managers LLC, which is ultimately owned by BPCE SA, a banking group in France. Vaughan Nelson provides investment management services for equity and fixed income portfolios to taxable and tax-free clients such as foundations, endowments, corporations, pensions, public entities, insurance companies, mutual funds and high net-worth individuals.

Victory Capital Management, Inc. (Investment Management) (Victory Capital-IM) is the investment management division of Victory Capital Management, Inc., a financial services company headquartered in San Antonio, Texas. The firm was founded in 1894 and formerly known as Key Asset Management, Inc. They are an indirect, wholly owned subsidiary of Victory Capital Holdings, Inc. (NASDAQ: VCTR). Victory Capital-IM provides specialized investment strategies to institutions, intermediaries, retirement platforms and individual investors.

The Teacher Retirement System of Texas (TRS) is a state-owned pension fund manager headquartered in Austin, Texas. The firm was founded by the Texas Legislature in 1937 to provide service and disability retirement benefits to teachers and administrators of the public school systems of Texas, which include institutions of higher education. In 1949, legislation expanded membership eligibility to include all employees of public education institutions. In 1985, TRS was assigned responsibility to administer health insurance program for public school retirees. The firm invests funds under its stewardship and delivers benefits to members as authorized by the Texas Legislature.

Cantor Fitzgerald Securities (CFS) is a financial services provider headquartered in New York City and was founded in 1945. They are a subsidiary of Cantor Fitzgerald LP and their ultimate parent is CF Group Management, Inc. CFS offers an array of financial products and services in the equity and fixed-income capital markets. The firm provides sales and trading, investment banking, asset management, market commentary and market data.

Piper Sandler & Co. (Broker) (PSC-Broker) is the full-service brokerage division of Piper Sandler & Co., a financial service firm headquartered in Minneapolis, Minnesota. They are a subsidiary of Piper Sandler Companies (NYSE: PIPR). The firm was founded in 1969 and previously known as Piper Jaffray & Co. They became Piper Sandler & Co. when Piper Jaffray Companies and Sandler O’Neill & Partners, L.P. merged to become Piper Sandler Companies in 2020. PSC-Broker provides brokerage and investment banking services to financial institutions, corporations and other financial investors. Their core focus sectors are Agriculture, renewables & cannabis, Business services, Chemicals & Materials, Consumer, Diversified industrials & services, Energy, Financial services, financial sponsors, Healthcare, and Technology.

Frost Investment Advisors LLC is a SEC-registered investment advisor headquartered in San Antonio, Texas. The firm was founded in 1868 and is a wholly owned subsidiary of Frost Bank, itself wholly owned by Cullen/Frost Bankers, Inc. (NYSE: CFR). Frost Investment Advisors offers a family of diversified mutual funds and provides investment advisory services designed to meet the goals of their institutional, family office and individual clients.

Tree Line Capital Partners LLC (Tree Line Capital Partners) is a private credit asset management subsidiary of Trident Tree Line Management, Inc. founded in 2014 by Tom Quimby. The firm is headquartered in San Francisco, California.

Dimensional Fund Advisors Ltd. (DFAL) is a mutual fund management firm headquartered in London, UK. The firm was founded in 1990 and is a subsidiary of Dimensional Fund Advisors LP (DFA), ultimately held by Dimensional Holdings, Inc. in the US. DFAL provides sub-advisory services to DFA, a registered investment advisor, primarily in connection with DFA’s management of the US Dimensional Funds, and also certain institutional separate accounts.

The San Antonio Fire & Police Pension Fund provides comprehensive retirement, death and disability benefits for the City of San Antonio's over 5,000 police officers, fire fighters, retirees and their beneficiaries. They are located in San Antonio, Texas.

RBC Capital Markets LLC is a full-service brokerage and financial services firm headquartered in New York City. They are a direct subsidiary of RBC USA Holdco Corp. and a wholly-owned indirect subsidiary of Royal Bank of Canada (TSE, NYSE: RY). Founded in 2010, the firm is comprised of 3 major business lines: the Private Client Group, the Fixed-Income Group and the Clearing and Execution Services Group. The Private Client Group serves individual investors, while the Fixed-Income Group provides services to institutions, municipalities and non-profit organizations. The Clearing and Execution Services Group is a provider of clearing and execution services to independent brokers/dealers throughout the US. RBC Capital Markets focuses on the following sectors: communications, media, consumer/retail, diversified industries, energy, financial institutions, forest products, healthcare, infrastructure finance, mining & metals, real estate, social infrastructure, technology and the US municipal markets.

Texas Physical Therapy Specialists PC operates physical and occupational therapy clinics. Its services include aquatic therapy, breast cancer and oncology, chronic pain, conduction studies, functional capacity and hand therapy. The company was founded by Andrew C. Bennett in 2004 and is headquartered in San Antonio, TX.

Bold Production Services LLC provides field support and services for the oil and gas industry. It offers production and processing equipment designed to service a single well pad, multi well pad, production facility, or gathering system. The firm's modular method of design allows for a timely installation and simplifies the mobilization component of the project due to all of its assets being skid and trailer mounted. The company was founded in 2013 and is headquartered in Houston, TX.

Tendenci, Inc. is an open source content management systems. Its solution offers membership management, event calendar and registration, online payments, detailed reporting, job board, and business directories. The company was founded by Edward G. Schipul in 1997 and is headquartered in Houston, TX.

Miner Fleet Management Group provides repair and maintenance services in docks, doors and glass. Its products include dock levelers, seals, lifts, truck shelters, truck restraints, auto wheel chocks, safety railing, pallet jacks, and many more. The firm offers comprehensive asset management, repairs, and maintenance services. The company was founded by Philip T. Miner and Jeff Schmeck in 2001 and is headquartered in San Antonio, TX.

The Miner Corp. provides repair services, planned maintenance support, and installation of docks, doors, storefront glass, and warehouse equipment. It offers commercial doors, loading docks and docks safety, material handling equipment, security equipment, specialty doors, storefront doors and glass, warehouse accessories, and waste handling equipment. The company was founded by Philip T. Miner in 1994 and is headquartered in New Braunfels, TX.

Rockpoint Group LLC (Rockpoint Group) is a private equity firm founded in 2003 by Bill Walton and Keith Gelb. The firm is headquartered in Boston, Massachusetts with an additional offices in San Francisco, Dallas, Seoul, and London.

Newport Global Advisors LP (Newport Global Advisors) is a private equity subsidiary of NGA HoldCo LLC founded in 2005 by Timothy Thomas Janszen and Ryan Lee Langdon. The firm is headquartered in The Woodlands, Texas.

Blockhenge, Inc. is a financial technology company that specializes in providing advanced software solutions in the cryptoasset space. The company is based in Austin, TX. The company's software is designed to support and anticipate the needs of advanced traders and investors in cryptocurrency and cryptoassets. The CEO of the company is Hailuat Yan.

Trammell Ventures, Inc (Trammell Ventures) is a venture capital firm founded in 2011 by Christina Johnson Sullivan. The firm is headquartered in Austin, Texas.

Part of International Bancshares Corp., International Bank of Commerce (IBC) is a bank based in Laredo, TX. IBC Bank has been serving personal, business, and international clients since 1966. The bank offers a range of savings and investment options, including basic savings accounts, CDs, and brokerage services. IBC Bank provides personal, business, and international banking services with convenience and ease. The CEO of the company is Ignacio Urrabazo.

American Physical Therapy Association (APTA) is a individual membership professional organization representing more than 77,000 member physical therapists (PTs), physical therapist assistants (PTAs), and students of physical therapy. APTA seeks to improve the health and quality of life of individuals in society by advancing physical therapist practice, education, and research, and by increasing the awareness and understanding of physical therapy's role in the nation's health care system.