Tom Jones

Countrywide Financial Corp. provides mortgage banking services. It offers ancillary services such as home equity loans and homeowners insurance. The company was founded by Angelo R. Mozilo and David S. Loeb in 1969 and is headquartered in Simi Valley, CA.

Heartland Advisors, Inc. is a mutual fund manager and SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm's predecessor was founded in 1983 as an investment advisory subsidiary of a regional brokerage firm, The Milwaukee Co., owned in part by William J. Nasgovitz. In 1984, Mr. Nasgovitz purchased a majority interest in the investment advisory subsidiary from his partners and started managing Heartland's first mutual fund, the Heartland Value Fund. In 1988, Mr. Nasgovitz and his partners sold The Milwaukee Co. to Dain Bosworth. In the same transaction, Mr. Nasgovitz acquired the remaining shares of the investment advisory subsidiary and changed its name to Heartland Advisors, Inc. In 2000, the firm was reorganized into a wholly owned subsidiary of Heartland Holdings, Inc., but it remains a 100% employee-owned independent firm. Heartland Advisors provides investment advice to individual and institutional clients.

PRIMECAP Management Co. (PRIMECAP) is an independent, SEC-registered investment advisor headquartered in Pasadena, California. The firm was founded in 1983 by Theofanis Kolokotrones and Mitchell Milias. PRIMECAP manages US-focused equity portfolios for a limited number of institutions and mutual funds for the Vanguard Group and the PRIMECAP Odyssey Funds.

WCM Investment Management LLC (WCM) is a SEC-registered investment advisor headquartered in Laguna Beach, California. The firm was founded in 1976 and is a subsidiary of Thalia Street Partners LLC. WCM provides innovative, equity investment advisory services for a variety of clients, such as corporations, private individuals, public and private funds, Taft-Hartley plans, endowments, and foundations.

Conestoga Capital Advisors LLC (CCA) is an independent, SEC-registered investment advisor headquartered in Wayne, Pennsylvania. The firm was co-founded in 2001 by William "Bill" Martindale, Jr., Robert "Bob” Mitchell, Duane R. D’Orazio and W. Christopher “Chris” Maxwell. CCA offers investment management services on a discretionary or non-discretionary basis to separately managed accounts and mutual funds.

TD Ameritrade, Inc. is an investment brokerage firm headquartered in Omaha, Nebraska. They are a subsidiary of TD Ameritrade Online Holdings Corp., ultimately owned by The Charles Schwab Corp. (NYSE: SCHW). The firm was founded in 1975 and provides online brokerage services to their clients. Customers can manage their investment portfolios via the Internet as well as through personal digital assistants, wireless phone services and interactive voice recognition systems.

Tekla Capital Management LLC is an independent, SEC-registered investment advisor headquartered in Boston, Massachusetts. Formerly known as Hambrecht & Quist Capital Management LLC, the firm serves as an investment adviser for four closed-end funds – Tekla Healthcare Investors, Tekla Life Sciences Investors, Tekla Healthcare Opportunities Fund and Tekla World Healthcare Fund.

Western Asset Management Co. (Western Asset) is a SEC-registered investment advisor headquartered in Pasadena, California. The firm was founded in 1971 and is a subsidiary of Legg Mason, Inc., which is owned by Franklin Resources, Inc. Western Asset provides discretionary investment management services to primarily institutional clients.

University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA.

Anderson Greenwood LP is an American company that manufactures industrial valves.

Signature Estate & Investment Advisors LLC (SEIA) is a SEC-registered investment advisor and wealth management firm headquartered in Los Angeles, California. The firm was founded by Brian D. Holmes in 1997. They are wholly owned by Signature Financial Service Group LLC, which is owned primarily by a consortium of employees and investors through Reverence Capital Partners Opportunities Fund V LP. SEIA provides investment advisory services to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, corporations and other businesses.

Part of The Charles Schwab Corp., Bidwell & Co. is a company that provides online trading and brokerage services. The company is based in Portland, OR. The company was founded by H. Gerald Bidwell. Bidwell was acquired by Ameritrade Holding Corp. on January 05, 2004.

Founded by Robert Campbell in 1988, the Campbell Organization, Inc. is a registered investment advisor located in New York City.

Kidder, Peabody & Co., Inc. provides security brokerage services. The private company is based in Buffalo, NY and has subsidiaries in Switzerland. The company was founded by Thomas W. Ostrander.

Part of Citigroup, Inc., Citicorp Securities, Inc. provides security brokerage services. The company is based in New York, NY.

Charles Schwab & Co., Inc. is a FINRA-registered broker/dealer headquartered in San Francisco. The firm is a subsidiary of the Charles Schwab Corp. (NYSE: SCHW). They are members of the Chicago Board Options Exchange, NASDAQ and NYSE Arca, Inc. Charles Schwab & Co. is an exchange member engaged in exchange commission business other than floor activities. They also retail mutual funds and OTC corporate equity securities. In addition, the firm underwrites and/or sells corporate securities, underwrites and/or sponsors mutual funds, is a put and call broker/dealer and/or option writer and provides investment advisory services

Woodbury Financial Services, Inc. (WFS) is a SEC-registered investment advisor headquartered in Oakdale, Minnesota. The firm was founded in 1997 and is a subsidiary of Advisor Group, Inc., ultimately owned by Advisor Group Holdings, Inc. WFS provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, and corporations and other business entities.

Wood Warren & Co. Securities LLC provides investment banking advisory services. It services include merger and acquisition advisory, capital raising, corporate finance advisory, due diligence and analysis, marketing and positioning and transaction process. The company was founded in 1991 by James Rodger Wood and is headquartered in Emeryville, CA.

Junior Achievement of Wisconsin, Inc. provides education services to children and young people. The firm offers in-school and after-school programs for students in grades K-12. The company is headquartered in Milwaukee, WI.

Aristotle Capital Management LLC (Aristotle Capital) is an independent, SEC-registered investment advisor headquartered in Los Angeles, California. The firm was founded by Howard R. Gleicher and Steven M. Borowski in 2010. Aristotle Capital specializes in equity portfolio management for institutional and individual clients worldwide.