Ocm Private Wealth, LLC
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | No |
| Since | 2024 |
Pca Investment Advisory Services, Inc.
| Title | Chief Legal Officer |
| Ownership | Under 5% |
| Control person | No |
| Since | 2024 |
Quadrant Capital Group LLC
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | No |
| Since | 2020 |
Bleakley Financial Group, LLC
| Title | Chief Legal Officer |
| Ownership | Under 5% |
| Control person | No |
| Since | 2024 |
Verita Strategic Wealth Partners, LLC
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | No |
| Since | 2025 |
Inflection Capital Management, LLC
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | No |
| Since | 2024 |
Cintrifuse Fund Management, LLC
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | No |
| Since | 2025 |
The O'Dell Group, LLC
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | No |
| Since | 2024 |
Souders Financial Advisors, LLC
| Title | Chief Legal Officer |
| Ownership | Under 5% |
| Control person | No |
| Since | 2024 |
Aon Advantage Funds LLC
| Title | Cco |
| Ownership | Under 5% |
| Control person | No |
| Since | 2021 |
Timber Bay Partners, LLC
| Title | Chief Legal Officer |
| Ownership | Under 5% |
| Control person | No |
| Since | 2025 |
Wealth Dimensions Group, Ltd.
| Title | Chief Legal Officer |
| Ownership | Under 5% |
| Control person | No |
| Since | 2025 |
Wealth Dimensions Family Office, Inc
| Title | Chief Legal Officer |
| Ownership | Under 5% |
| Control person | No |
| Since | 2025 |
Canopy Partners, LLC
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | No |
| Since | 2024 |
Wealthquest Corporation
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | No |
| Since | 2020 |
Brixey & Meyer Capital LLC
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | No |
| Since | 2025 |