← SCHWARTZ, ERICOwnerTRUSTEE, ownership code F, individual
Mar 10, 2023 to Dec 3, 2024factsec_form_adv_history
← SCHWARTZ, ERICOwnerTRUSTEE, ownership code F, individual
Mar 10, 2023 to Dec 3, 2024factsec_form_adv_history
← ROLLINS, EDDIE, THOMASOwnerMANAGING DIRECTOR, ownership code NA, individual
Feb 5, 2024 to Dec 3, 2024factsec_form_adv_history
← WEBBER, AMY, LYNNOwnerMANAGER, ownership code B, individual
Mar 10, 2023 to Dec 3, 2024factsec_form_adv_history
← VIVACQUA, JEFFREY, FRANCISOwnerMANAGER, ownership code NA, individual
Mar 10, 2023 to Dec 3, 2024factsec_form_adv_history
← SCHWARTZ, KELLY, AOwnerTRUSTEE, ownership code F, individual
Dec 3, 2024 to Dec 3, 2024factsec_form_adv_history
← Robbins, Tammy, AnnOwnerMANAGER, ownership code NA, individual
Jul 15, 2024 to Dec 3, 2024factsec_form_adv_history
← BELL, COLLEEN, MCGUIREOwnerMANAGER, ownership code NA, individual
Mar 10, 2023 to Dec 3, 2024factsec_form_adv_history
← MILLER, SETH, AARONOwnerMANAGER, ownership code NA, individual
Mar 10, 2023 to Dec 3, 2024factsec_form_adv_history
← CAMBRIDGE INVESTMENT GROUP, INC.OwnerMEMBER, ownership code E, domestic entity
Mar 10, 2023 to Dec 3, 2024factsec_form_adv_history
← ERIC AND KELLY SCHWARTZ CHARITABLE TRUSTOwnerSHAREHOLDER, ownership code C, domestic entity
Nov 26, 2024 to Dec 3, 2024factsec_form_adv_history
← SCHWARTZ FAMILY TRUST IIOwnerSHAREHOLDER, ownership code C, domestic entity
Nov 26, 2024 to Dec 3, 2024factsec_form_adv_history