← BRIDGES, EDSON, LOWELLOwnerOFFICER, ownership code NA, individual
Mar 29, 2012 to Nov 18, 2024factForm ADV
← Hickman, Riley, NOwnerCHIEF OPERATING OFFICER, EXECUTIVE VICE PRESIDENT, DIRECTOR, ownership code NA, individual
Nov 3, 2023 to Nov 18, 2024factForm ADV
← Woodward, Steven, HowardOwnerCHIEF COMPLIANCE OFFICER, SECRETARY, ownership code NA, individual
Sep 6, 2019 to Nov 18, 2024factForm ADV
← HOLMES, JACK, JOSEPHOwnerCHIEF INVESTMENT OFFICER, SENIOR VICE PRESIDENT, DIRECTOR, ownership code NA, individual
Jun 30, 2024 to Nov 18, 2024factForm ADV
← WILWERDING, NICHOLAS, ALANOwnerCHIEF EXECUTIVE OFFICER, PRESIDENT, CHAIRMAN, DIRECTOR, ownership code NA, individual
Mar 30, 2018 to Nov 18, 2024factForm ADV
← Luellen, Marietta, ElizabethOwnerEXECUTIVE VICE PRESIDENT, ownership code NA, individual
Nov 3, 2023 to Nov 18, 2024factForm ADV
← Schulte, Pamela, SueOwnerTREASURER AND DIRECTOR OF FINANCE, ownership code NA, individual
Jul 30, 2024 to Nov 18, 2024factForm ADV
← BRIDGES HOLDING COMPANY, INC.OwnerSHAREHOLDER, ownership code E, domestic entity
Mar 30, 2018 to Nov 18, 2024factForm ADV
← MCCARTHY GROUP, LLCOwnerSHAREHOLDER, ownership code D, domestic entity
Aug 16, 2017 to Nov 18, 2024factForm ADV
← MGI HOLDINGS, INC.OwnerSHAREHOLDER, ownership code D, domestic entity
Aug 16, 2017 to Nov 18, 2024factForm ADV