River Road Asset Management, LLC is a financial advisory firm based in Louisville, Kentucky. It currently has approximately $7,802,138,241 of assets under management and employs about 50 people. River Road Asset Management, LLC uses a fee structure of a percentage of assets under your management and performance-based fees.

Todd Asset Management LLC, established in 1998 as Veredus Asset Management LLC, is a registered investment adviser specializing in portfolio management services based on client-established investment objectives. The firm offers various investment strategies, including the Intrinsic Value Opportunity 15 strategy, managed by individuals using the intrinsic value process founded under Todd Investment Advisors, Inc. The firm manages over $5 billion in assets on a discretionary basis as of December 31, 2024. Clients may impose reasonable restrictions on investments, and tax considerations are integrated into the management process. TAM serves as a Sub-Advisor for other Investment Advisors and provides discretionary investment management services through Separately Managed Account Programs and non-discretionary services through Model portfolios. The firm's fee structure is based on a percentage of assets under management, with fees ranging from 0.35% to 0.80% depending on the investment strategy. TAM does not offer performance-based fees and acts as a fiduciary, putting clients' interests first. The firm's investment philosophy focuses on the Price to Intrinsic Value calculation to determine the true worth of a stock, aiming to provide competitive investment returns. TAM's investment strategies include Large Cap Intrinsic Value, International Intrinsic Value, Intrinsic Value Opportunity, and Global Intrinsic Value Equity Income, among others. The firm's investment analysis methods include fundamental, multi-factor, quantitative, qualitative, technical, and cyclical analyses. TAM's Code of Ethics ensures ethical conduct in personal securities transactions and prohibits the use of material non-public information. The firm reviews client accounts regularly and provides proxy voting services in clients' best interests. TAM has no reportable disciplinary events and maintains financial stability to meet contractual obligations. For more information, visit www.toddasset.com.

Pnc Real Estate is a financial advisory firm based in Louisville, Kentucky. It currently has approximately $2,877,572,823 of assets under management and employs about 176 people. Pnc Real Estate uses a fee structure of and based on the amount of time and resources devoted to each fund..

Cullinan Associates, Inc. is an investment advisory firm based in Louisville, Kentucky, established in January 1990. The firm specializes in strategies utilizing large-cap common stocks combined with covered call option writing. They manage client accounts individually, with all accounts incorporating covered call option writing. The firm participates in wrap fee programs and manages assets on a fully discretionary basis. As of December 31, 2022, the firm had approximately $1,857,130,925 in discretionary assets under management. For DividendWriting and OverWriting accounts, fees are not more than 0.65% and 0.50% of market value, respectively. IndexPlus accounts have fees not exceeding 0.40% of market value, with negotiable fees for account values above $5,000,000. The firm does not use performance-based fees or side-by-side management. Cullinan serves various clients, including individuals, high net worth investors, pension plans, trusts, and corporations. Minimum account sizes generally range from $100,000 to $500,000 depending on the account type. The firm's investment strategies involve covered call option writing on portfolios of large-cap common stocks or an S&P 500 exchange-traded fund, aiming to reduce risk. Cullinan does not have any disciplinary actions against the firm or its employees. They do not compensate for client referrals and have custody of client assets due to fee deductions. Clients grant the firm investment discretion, and Cullinan generally does not vote client securities.

Kpp Advisory Services LLC is a financial advisory firm based in Louisville, Kentucky. It currently has approximately $1,432,162,005 of assets under management and employs about 31 people. Kpp Advisory Services LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.

Taylor Advisors, Inc., a HUB International company, is an SEC-registered investment adviser based in Kentucky, established in 2002 and acquired by HUB International in 2022. The firm offers investment advisory services to institutional clients, including active management of fixed income portfolios, with the option for discretionary or non-discretionary account management. They provide quarterly investment analytics reports and do not receive commissions on security transactions. Taylor Advisors also offers investment consulting services where clients manage their fixed income portfolios, with recommendations based on detailed information and quarterly reports. Additionally, the firm provides balance sheet management consulting services, including advice on deposit benchmarking, leverage strategies, and interest rate risk management. As of December 31, 2024, Taylor Advisors oversees approximately $15.95 billion in assets under advisement, with both discretionary and nondiscretionary assets. Fees for services vary based on the type of service and are either charged as a percentage of assets under management or as flat fees. Clients have the option to terminate contracts with a 30-day notice, and any unearned fees are refunded. Taylor Advisors does not charge performance-based fees and provides investment strategies based on fundamental, technical, and quantitative analysis, among others. Clients have the option to grant discretionary authority for asset management, and the firm does not vote proxies on behalf of clients.

Parthenon LLC is a Registered Investment Adviser founded in 1999 by its four principals: J. McFerran Barr, II, Tony H. Coffey, Thomas A. Corea, and Todd P. Lowe. The firm specializes in working with families, trusts, family foundations, and related entities, offering equity and fixed income management services. Parthenon tailors portfolios to each client based on their profile and tolerances, focusing on tradable equity and fixed income securities. The firm's investment philosophy involves owning companies with consistent earning power and high returns on assets and equity, aiming to outperform the market by purchasing securities at a discount to intrinsic value. Parthenon's fee structure is 1% on the first $2 million of assets under management, 0.75% on the next $3 million, and 0.50% on amounts over $5 million, with a minimum annual fee of $10,000. The firm typically manages client portfolios discretionarily, with clients having the option to place limitations on investment sectors. Parthenon does not engage in wrap fee programs and does not provide economic benefits for client referrals. The firm also acts as the advisor and general partner for Fort Nelson Partners, LP, which is available only to accredited investors and may collect performance-based fees. Parthenon does not engage in any business other than providing investment advice.

Harvey Investment Company, LLC, established in 2000, offers investment management services focusing on discretionary asset management through equity and balanced portfolios. They also provide non-discretionary services upon client request. The firm tailors investment strategies based on client-specific needs, considering factors like investment circumstances, objectives, and risk tolerance. Clients can participate in Harvey Focus Portfolios, concentrated on medium-sized companies. The firm charges management fees based on a tiered structure: 1% for the first $1,000,000, 0.75% for the next $2,000,000, and 0.50% for assets above $3,000,000. Fees are billed quarterly in advance. The firm manages $941,505,742 in discretionary assets. Clients include individuals, trusts, and corporations, with a typical minimum account size of $500,000. Harvey primarily uses fundamental analysis for investment decisions and offers long-term and short-term investment strategies. The firm does not have a disciplinary history and is affiliated with several firms under common ownership. Harvey acts as a fiduciary, offering investment discretion and providing voting guidelines for client securities. Clients receive account statements from their custodian and can request additional reports from Harvey. The firm does not engage third-party solicitors and compensates employees for client referrals. Harvey has custody in some accounts and follows SEC-recommended safeguards.

Strategic Wealth Investment Group, LLC, established in July 2002, offers investment supervisory services tailored to individual client goals, risk tolerance, and time horizon. The firm employs fundamental, charting, cyclical, and technical analysis methods to develop investment strategies, including long and short-term purchases. Financial planning services cover investment, life insurance, tax, retirement, college, and debt planning. SWIG acts as a fiduciary, obligated to act in clients' best interests. The firm charges asset-based fees ranging from 0.50% to 1.50%, negotiable based on client needs. Clients must have a minimum account size of $25,000, which may be waived. SWIG does not participate in wrap fee programs and has over $1 billion in discretionary assets under management. Clients have the option to impose restrictions on investments. SWIG does not accept performance-based fees or compensation for selling securities. The firm primarily serves individuals, high-net-worth individuals, and corporations. Clients grant SWIG discretionary authority over their accounts, and the firm does not accept voting authority for client securities. SWIG does not solicit prepayment exceeding $1,200 per client. The firm has no financial conditions impairing its ability to meet client commitments and has not filed for bankruptcy in the past ten years.