| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Report Date |
|---|---|---|---|---|---|
| Investment Research Partners LLC | Adviser | 01 May 2025 | |||
| Martin A. Wildy | Advisory Personnel | 01 May 2025 | |||
| Derek Wade Varner | Advisory Personnel | 01 May 2025 | |||
| OneAscent Capital LLC | Adviser | 01 May 2025 | |||
| Martin R. Dean | President | 20 Dec 2024 | |||
| Zachary Richmond | Treasurer and CFO | 20 Dec 2024 | |||
| Gary Grasso | Secretary | 20 Dec 2024 | |||
| Timothy Shaloo | AML Officer | 20 Dec 2024 | |||
| Nathan Willis | Advisory Personnel | 01 May 2025 | |||
| Treble Range Partners III, LLC | Adviser | 01 May 2025 | |||
| John Siverling | Advisory Personnel | 01 May 2025 | |||
| Gweneth K. Gosselink | Chief Compliance Officer | 20 Dec 2024 | |||
| James Carter Burleson | Advisory Personnel | 01 May 2025 | |||
| Steven McCall Dauphin | Advisory Personnel | 01 May 2025 | |||
| OneAscent Capital Impact Fund I LP | Adviser | 01 May 2025 | |||
| OneAscent Holdings LLC | Adviser | 01 May 2025 | |||
| Coleman James Pearson | Advisory Personnel | 01 May 2025 | |||
| David Carson | Director | 20 Dec 2024 | |||
| Daniel J. Condon | Director | 20 Dec 2024 | |||
| Kenneth G.Y. Grant | Director | 20 Dec 2024 |
| Insider | Symbol | Class | Transaction | % | Value $ | * Price $ | Shares | Shares Owned | Date | Ownership |
|---|