| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Report Date |
|---|---|---|---|---|---|
| Kent Barnes | Secretary | Dec 19, 2024 | |||
| Chad Bitterman | Chief Compliance Officer | Dec 19, 2024 | |||
| Jessica Chase | Treasurer | Dec 19, 2024 | |||
| Jay Selter | Exec VP and Mgr of Adviser, Director | Dec 19, 2024 | |||
| Zeven Mary Moran | Director | Dec 19, 2024 | |||
| Carrie Schoffman | Director | Dec 19, 2024 | |||
| Clifford Schireson | Director | Dec 19, 2024 | |||
| Menachem Striks | CCO of Adviser | Dec 19, 2024 | |||
| Stacey Lynn McKinnon | COO of Adviser | Dec 19, 2024 | |||
| Nadya Mets | VP of Research of Adviser | Dec 19, 2024 | |||
| Sasan Faiz | VP of Research of Adviser | Dec 19, 2024 | |||
| Jeffrey Sarti | CEO of Adviser | Dec 19, 2024 | |||
| Meghan Hillary Pinchuk | CIO of Adviser, 10%+ Owner | Dec 19, 2024 |