D.F. DENT AND COMPANY, INC.
CRD #105179 SEC #801-11364 BALTIMORE, MD 410-837-2544
SEC Registered
Total AUM
$8.6B
Discretionary
$8.6B
Employees
33
Clients
0
Accounts
1,294
Firm Details
- Organization Type
- Corporation
- State of Formation
- Maryland
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Aug 6, 2025
- Branch Offices
- 0
- LEI
- 2549006ZI23QRPCOYQ71
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| DENT, MATTHEW, FORBES | I | VICE PRESIDENT | NA | |
| DENT, MATTHEW, FORBES | I | RESEARCH ASSOCIATE | NA | |
| DENT, MATTHEW, FORBES | I | VICE PRESIDENT | NA | |
| DENT, MATTHEW, FORBES | I | RESEARCH ASSOCIATE | NA | |
| DENT, MATTHEW, FORBES | I | VICE PRESIDENT | NA | |
| DENT, MATTHEW, FORBES | I | RESEARCH ASSOCIATE | NA | |
| ELLWOOD, SUTHERLAND, COOK | I | VICE PRESIDENT | NA | |
| ELLWOOD, SUTHERLAND, COOK | I | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | |
| ELLWOOD, SUTHERLAND, COOK | I | VICE PRESIDENT | NA | |
| GAYNOR, CAROLYN, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | |
| GAYNOR, CAROLYN, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | |
| GAYNOR, CAROLYN, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | |
| GAYNOR, CAROLYN, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | |
| GAYNOR, CAROLYN, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | |
| GAYNOR, CAROLYN, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GAYNOR, CAROLYN, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GAYNOR, CAROLYN, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GAYNOR, CAROLYN, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HRIMNAK, BROOKE, ELIZABETH | I | CHIEF OPERATING OFFICER | NA | |
| HRIMNAK, BROOKE, ELIZABETH | I | CHIEF OPERATING OFFICER | NA | Control |
| HRIMNAK, BROOKE, ELIZABETH | I | CHIEF OPERATING OFFICER | NA | Control |
| HRIMNAK, BROOKE, ELIZABETH | I | CHIEF OPERATING OFFICER | NA | Control |
| HRIMNAK, BROOKE, ELIZABETH | I | CHIEF OPERATING OFFICER | NA | Control |
| KENNEDY, BRUCE, LEE | I | VICE PRESIDENT | NA | |
| KENNEDY, BRUCE, LEE | I | VICE PRESIDENT | NA | |
| KENNEDY, BRUCE, LEE | I | VICE PRESIDENT | NA | |
| KENNEDY, BRUCE, LEE | I | VICE PRESIDENT | NA | |
| KENNEDY, BRUCE, LEE | I | VICE PRESIDENT | NA | |
| KENNEDY, BRUCE, LEE | I | VICE PRESIDENT | NA | |
| KENNEDY, BRUCE, LEE | I | VICE PRESIDENT | NA | |
| KENNEDY, BRUCE, LEE | I | VICE PRESIDENT | NA | |
| KENNEDY, BRUCE, LEE | I | VICE PRESIDENT | NA | |
| KENNEDY, BRUCE, LEE | I | VICE PRESIDENT | NA | |
| KENNEDY, BRUCE, LEE | I | VICE PRESIDENT | NA | |
| KENNEDY, BRUCE, LEE | I | VICE PRESIDENT | NA | |
| KENNEDY, BRUCE, LEE | I | VICE PRESIDENT | NA | |
| KENNEDY, BRUCE, LEE | I | VICE PRESIDENT | NA | |
| KENNEDY, BRUCE, LEE | I | VICE PRESIDENT | NA | |
| KENNEDY, BRUCE, LEE | I | VICE PRESIDENT | NA | |
| KENNEDY, BRUCE, LEE | I | VICE PRESIDENT | NA | |
| KENNEDY, BRUCE, LEE | I | VICE PRESIDENT | NA | |
| KENNEDY, BRUCE, LEE | I | VICE PRESIDENT | NA | |
| KENNEDY, BRUCE, LEE | I | VICE PRESIDENT | NA | |
| MCCLEARY, LINDA, WATSON | I | VICE PRESIDENT | NA | |
| MCCLEARY, LINDA, WATSON | I | VICE PRESIDENT | NA | |
| MCCLEARY, LINDA, WATSON | I | VICE PRESIDENT | NA | |
| MCCLEARY, LINDA, WATSON | I | VICE PRESIDENT | NA | |
| MCCLEARY, LINDA, WATSON | I | VICE PRESIDENT | NA | |
| MCCLEARY, LINDA, WATSON | I | VICE PRESIDENT | NA | |
| MCCLEARY, LINDA, WATSON | I | VICE PRESIDENT | NA | |
| MCCLEARY, LINDA, WATSON | I | VICE PRESIDENT | NA | |
| MCCLEARY, LINDA, WATSON | I | VICE PRESIDENT | NA | |
| MCCLEARY, LINDA, WATSON | I | VICE PRESIDENT | NA | |
| MCCLEARY, LINDA, WATSON | I | VICE PRESIDENT | NA | |
| MCCLEARY, LINDA, WATSON | I | VICE PRESIDENT | NA | |
| MCCLEARY, LINDA, WATSON | I | VICE PRESIDENT | NA | |
| MCCLEARY, LINDA, WATSON | I | VICE PRESIDENT | NA | |
| MCCLEARY, LINDA, WATSON | I | VICE PRESIDENT | NA | |
| MCCLEARY, LINDA, WATSON | I | VICE PRESIDENT | NA | |
| MCCLEARY, LINDA, WATSON | I | VICE PRESIDENT | NA | |
| MCCLEARY, LINDA, WATSON | I | VICE PRESIDENT | NA | |
| MCCLEARY, LINDA, WATSON | I | VICE PRESIDENT | NA | |
| MCCLEARY, LINDA, WATSON | I | VICE PRESIDENT | NA | |
| MCCLEARY, LINDA, WATSON | I | VICE PRESIDENT | NA | |
| MCCLEARY, LINDA, WATSON | I | VICE PRESIDENT | NA | |
| MCCLEARY, LINDA, WATSON | I | VICE PRESIDENT | NA | |
| MCCLEARY, LINDA, WATSON | I | VICE PRESIDENT | NA | |
| MCCLEARY, LINDA, WATSON | I | VICE PRESIDENT | NA | |
| MCCLEARY, LINDA, WATSON | I | VICE PRESIDENT | NA | |
| MCCLEARY, LINDA, WATSON | I | VICE PRESIDENT | NA | |
| MCCLEARY, LINDA, WATSON | I | VICE PRESIDENT | NA | |
| MCGURKIN, TIMOTHY, OWEN | I | SENIOR RELATIONSHIP MANAGER | NA | |
| MCGURKIN, TIMOTHY, OWEN | I | SENIOR RELATIONSHIP MANAGER | NA | |
| MITCHELL, GARY, DAVID | I | CHIEF COMPLIANCE OFFICER | NA | |
| MITCHELL, GARY, DAVID | I | CHIEF COMPLIANCE OFFICER | NA | |
| MITCHELL, GARY, DAVID | I | CHIEF COMPLIANCE OFFICER, VICE PRESIDENT | NA | |
| MITCHELL, GARY, DAVID | I | CHIEF COMPLIANCE OFFICER, VICE PRESIDENT | NA | |
| MITCHELL, GARY, DAVID | I | CHIEF COMPLIANCE OFFICER, VICE PRESIDENT | NA | |
| MITCHELL, GARY, DAVID | I | CHIEF COMPLIANCE OFFICER, VICE PRESIDENT | NA | |
| MITCHELL, GARY, DAVID | I | CHIEF COMPLIANCE OFFICER, VICE PRESIDENT | NA | |
| MITCHELL, GARY, DAVID | I | CHIEF COMPLIANCE OFFICER, VICE PRESIDENT | NA | |
| MITCHELL, GARY, DAVID | I | CHIEF COMPLIANCE OFFICER, VICE PRESIDENT | NA | |
| MITCHELL, GARY, DAVID | I | CHIEF COMPLIANCE OFFICER, VICE PRESIDENT | NA | |
| MITCHELL, GARY, DAVID | I | CHIEF COMPLIANCE OFFICER, VICE PRESIDENT | NA | |
| MITCHELL, GARY, DAVID | I | CHIEF COMPLIANCE OFFICER, VICE PRESIDENT | NA | |
| MITCHELL, GARY, DAVID | I | CHIEF COMPLIANCE OFFICER, VICE PRESIDENT | NA | |
| MITCHELL, GARY, DAVID | I | CHIEF COMPLIANCE OFFICER, VICE PRESIDENT | NA | |
| MORRILL, MICHAEL, NORRIS | I | VICE PRESIDENT | NA | |
| MORRILL, MICHAEL, NORRIS | I | VICE PRESIDENT | NA | |
| MORRILL, MICHAEL, NORRIS | I | VICE PRESIDENT | NA | |
| MORRILL, MICHAEL, NORRIS | I | VICE PRESIDENT | NA | |
| MORRILL, MICHAEL, NORRIS | I | VICE PRESIDENT | NA | |
| MORRILL, MICHAEL, NORRIS | I | VICE PRESIDENT | NA | |
| MORRILL, MICHAEL, NORRIS | I | VICE PRESIDENT | NA | |
| MORRILL, MICHAEL, NORRIS | I | VICE PRESIDENT | NA | |
| MORRILL, MICHAEL, NORRIS | I | VICE PRESIDENT | NA | |
| MORRILL, MICHAEL, NORRIS | I | VICE PRESIDENT | NA | |
| MORRILL, MICHAEL, NORRIS | I | VICE PRESIDENT | NA | |
| MORRILL, MICHAEL, NORRIS | I | VICE PRESIDENT | NA | |
| MORRILL, MICHAEL, NORRIS | I | VICE PRESIDENT | NA | |
| MORRILL, MICHAEL, NORRIS | I | VICE PRESIDENT | NA | |
| MORRILL, MICHAEL, NORRIS | I | VICE PRESIDENT | NA | |
| MORRILL, MICHAEL, NORRIS | I | VICE PRESIDENT | NA | |
| MORRILL, MICHAEL, NORRIS | I | VICE PRESIDENT | NA | |
| MORRILL, MICHAEL, NORRIS | I | VICE PRESIDENT | NA | |
| MORRILL, MICHAEL, NORRIS | I | VICE PRESIDENT | NA | |
| MORRILL, MICHAEL, NORRIS | I | VICE PRESIDENT | NA | |
| MORRILL, MICHAEL, NORRIS | I | VICE PRESIDENT | NA | |
| MORRILL, MICHAEL, NORRIS | I | CHIEF OPERATING OFFICER | NA | |
| O'NEIL, THOMAS, FRANCIS | I | VICE PRESIDENT | NA | Control |
| O'NEIL, THOMAS, FRANCIS | I | VICE PRESIDENT | NA | |
| O'NEIL, THOMAS, FRANCIS | I | VICE PRESIDENT | NA | Control |
| O'NEIL, THOMAS, FRANCIS | I | VICE PRESIDENT | NA | Control |
| O'NEIL, THOMAS, FRANCIS | I | VICE PRESIDENT | NA | |
| O'NEIL, THOMAS, FRANCIS | I | VICE PRESIDENT | NA | |
| O'NEIL, THOMAS, FRANCIS | I | VICE PRESIDENT | NA | |
| O'NEIL, THOMAS, FRANCIS | I | VICE PRESIDENT | NA | Control |
| O'NEIL, THOMAS, FRANCIS | I | VICE PRESIDENT | NA | |
| O'NEIL, THOMAS, FRANCIS | I | VICE PRESIDENT | NA | Control |
| O'NEIL, THOMAS, FRANCIS | I | VICE PRESIDENT | NA | Control |
| O'NEIL, THOMAS, FRANCIS | I | VICE PRESIDENT | NA | Control |
| O'NEIL, THOMAS, FRANCIS | I | VICE PRESIDENT | NA | Control |
| O'NEIL, THOMAS, FRANCIS | I | VICE PRESIDENT | NA | Control |
| O'NEIL, THOMAS, FRANCIS | I | VICE PRESIDENT | NA | Control |
| O'NEIL, THOMAS, FRANCIS | I | VICE PRESIDENT | NA | Control |
| O'NEIL, THOMAS, FRANCIS | I | VICE PRESIDENT | NA | Control |
| O'NEIL, THOMAS, FRANCIS | I | VICE PRESIDENT | NA | Control |
| O'NEIL, THOMAS, FRANCIS | I | VICE PRESIDENT | NA | Control |
| O'NEIL, THOMAS, FRANCIS | I | VICE PRESIDENT | NA | Control |
| O'NEIL, THOMAS, FRANCIS | I | PORTFOLIO MANAGER, TRUSTEE | NA | Control |
| O'NEIL, THOMAS, FRANCIS | I | PORTFOLIO MANAGER, TRUSTEE | NA | Control |
| ROOT, AUSTIN, GREGORY | I | VICE PRESIDENT | NA | |
| ROOT, AUSTIN, GREGORY | I | VICE PRESIDENT | NA | |
| ROOT, AUSTIN, GREGORY | I | VICE PRESIDENT | NA | |
| ROOT, AUSTIN, GREGORY | I | VICE PRESIDENT | NA | |
| ROOT, AUSTIN, GREGORY | I | VICE PRESIDENT | NA | |
| ROOT, AUSTIN, GREGORY | I | VICE PRESIDENT | NA | |
| WATSON, PETE, THOMAS PAYNE | I | ANALYST | NA | |
| WATSON, PETE, THOMAS PAYNE | I | ANALYST | NA | |
| WU, GARY, GUANGYU | I | VICE PRESIDENT | NA | |
| WU, GARY, GUANGYU | I | PORTFOLIO MANAGER, ANALYST | NA | |
| WU, GARY, GUANGYU | I | PORTFOLIO MANAGER, ANALYST | NA | |
| WU, GARY, GUANGYU | I | PORTFOLIO MANAGER, ANALYST | NA | |
| WU, GARY, GUANGYU | I | VICE PRESIDENT | NA | |
| WU, GARY, GUANGYU | I | VICE PRESIDENT | NA | |
| WU, GARY, GUANGYU | I | VICE PRESIDENT | NA | |
| WU, GARY, GUANGYU | I | VICE PRESIDENT | NA | |
| WU, GARY, GUANGYU | I | VICE PRESIDENT | NA | |
| WU, GARY, GUANGYU | I | VICE PRESIDENT | NA | |
| WU, GARY, GUANGYU | I | VICE PRESIDENT | NA | |
| WU, GARY, GUANGYU | I | VICE PRESIDENT | NA | |
| WU, GARY, GUANGYU | I | VICE PRESIDENT | NA | |
| WU, GARY, GUANGYU | I | VICE PRESIDENT | NA | |
| WU, GARY, GUANGYU | I | CHIEF RISK OFFICER | NA | |
| WU, GARY, GUANGYU | I | CHIEF RISK OFFICER | NA | |
| WU, GARY, GUANGYU | I | CHIEF RISK OFFICER | NA | |
| WU, GARY, GUANGYU | I | CHIEF RISK OFFICER | NA | |
| WU, GARY, GUANGYU | I | CHIEF RISK OFFICER | NA | |
| WU, GARY, GUANGYU | I | CHIEF RISK OFFICER | NA | |
| DENT, DANIEL, FORBES | I | PRESIDENT | E | Control |
| DENT, DANIEL, FORBES | I | PRESIDENT | E | Control |
| DENT, DANIEL, FORBES | I | PRESIDENT | E | Control |
| DENT, DANIEL, FORBES | I | PRESIDENT | E | Control |
| DENT, DANIEL, FORBES | I | PRESIDENT | E | Control |
| DENT, DANIEL, FORBES | I | PRESIDENT | E | Control |
| DENT, DANIEL, FORBES | I | PRESIDENT | E | Control |
| DENT, DANIEL, FORBES | I | PRESIDENT | D | Control |
| DENT, DANIEL, FORBES | I | PRESIDENT | D | Control |
| DENT, DANIEL, FORBES | I | PRESIDENT | D | Control |
| DENT, DANIEL, FORBES | I | CHAIRMAN | D | Control |
| DENT, DANIEL, FORBES | I | PRESIDENT | D | Control |
| DENT, DANIEL, FORBES | I | PRESIDENT | D | Control |
| DENT, DANIEL, FORBES | I | PRESIDENT | D | Control |
| DENT, DANIEL, FORBES | I | PRESIDENT | D | Control |
| DENT, DANIEL, FORBES | I | PRESIDENT | D | Control |
| DENT, DANIEL, FORBES | I | PRESIDENT | D | Control |
| DENT, DANIEL, FORBES | I | PRESIDENT | D | Control |
| DENT, DANIEL, FORBES | I | CHAIRMAN | D | Control |
| DANIEL F. DENT 2003 IRREVOCABLE TRUST | DE | TRUST | C | Control |
| DANIEL F. DENT 2003 IRREVOCABLE TRUST | DE | TRUST | C | Control |
| DANIEL F. DENT 2003 IRREVOCABLE TRUST | DE | TRUST | C | Control |
| DANIEL F. DENT 2003 NON EXEMPT TRUST | DE | TRUST | C | Control |
| DANIEL F. DENT 2003 NON EXEMPT TRUST | DE | TRUST | C | Control |
| DANIEL F. DENT 2003 NON EXEMPT TRUST | DE | TRUST | C | Control |
| DANIEL F. DENT 2003 NON EXEMPT TRUST | DE | TRUST | C | Control |
| DANIEL F. DENT 2003 NON EXEMPT TRUST | DE | TRUST | C | Control |
| DANIEL F. DENT 2003 NON EXEMPT TRUST | DE | TRUST | C | Control |
| DANIEL F. DENT 2003 NON EXEMPT TRUST | DE | TRUST | C | Control |
| DANIEL F. DENT 2003 NON EXEMPT TRUST | DE | TRUST | C | Control |
| DENT, DANIEL, FORBES | I | CHAIRMAN | C | Control |
| DENT, DANIEL, FORBES | I | CHAIRMAN | C | Control |
| DENT, DANIEL, FORBES | I | CHAIRMAN | C | Control |
| DENT, DANIEL, FORBES | I | CHAIRMAN | C | Control |
| DENT, DANIEL, FORBES | I | CHAIRMAN | C | Control |
| DENT, DANIEL, FORBES | I | CHAIRMAN | C | Control |
| DENT, DANIEL, FORBES | I | CHAIRMAN | C | Control |
| DENT, DANIEL, FORBES | I | CHAIRMAN | C | Control |
| DENT, DANIEL, FORBES | I | CHAIRMAN | C | Control |
| DENT, DANIEL, FORBES | I | CHAIRMAN | C | Control |
| DENT, DANIEL, FORBES | I | CHAIRMAN | C | Control |
| DENT, DANIEL, FORBES | I | CHAIRMAN | C | Control |
| DENT, MARY, DECKER | I | TRUSTEE | C | |
| DENT, MARY, DECKER | I | TRUSTEE | C | Control |
| DENT, MARY, DECKER | I | TRUSTEE | C | Control |
| DENT, MARY, DECKER | I | TRUSTEE | C | Control |
| DENT, MARY, DECKER | I | TRUSTEE | C | Control |
| DENT, MARY, DECKER | I | TRUSTEE | C | Control |
| DENT, MARY, DECKER | I | TRUSTEE | C | Control |
| DENT, MARY, DECKER | I | TRUSTEE | C | Control |
| DENT, MARY, DECKER | I | TRUSTEE | C | Control |
| DENT, MARY, DECKER | I | TRUSTEE | C | Control |
| DENT, MARY, DECKER | I | TRUSTEE | C | Control |
| DENT, MARY, DECKER | I | TRUSTEE | C | Control |
| DENT, MATTHEW, FORBES | I | PRESIDENT | C | Control |
| DENT, MATTHEW, FORBES | I | PRESIDENT | C | Control |
| O'NEIL, THOMAS, FRANCIS | I | VICE PRESIDENT, TRUSTEE | C | Control |
| O'NEIL, THOMAS, FRANCIS | I | VICE PRESIDENT, TRUSTEE | C | Control |
| O'NEIL, THOMAS, FRANCIS | I | VICE PRESIDENT, TRUSTEE | C | Control |
| O'NEIL, THOMAS, FRANCIS | I | VICE PRESIDENT, TRUSTEE | C | Control |
| O'NEIL, THOMAS, FRANCIS | I | VICE PRESIDENT, TRUSTEE | C | Control |
| O'NEIL, THOMAS, FRANCIS | I | VICE PRESIDENT, TRUSTEE | C | Control |
| O'NEIL, THOMAS, FRANCIS | I | VICE PRESIDENT, TRUSTEE | C | Control |
| O'NEIL, THOMAS, FRANCIS | I | VICE PRESIDENT, TRUSTEE | C | Control |
| O'NEIL, THOMAS, FRANCIS | I | PORTFOLIO MANAGER, TRUSTEE | C | Control |
| O'NEIL, THOMAS, FRANCIS | I | PORTFOLIO MANAGER, TRUSTEE | C | Control |
| O'NEIL, THOMAS, FRANCIS | I | PORTFOLIO MANAGER, TRUSTEE | C | Control |
| CURRY, MELISSA | I | SHAREHOLDER | B | |
| DANIEL F. DENT 2003 GRANTOR RETAINED ANNUITY TRUST, MARY D. DENT, TRUSTEE | DE | TRUST | B | |
| DANIEL F. DENT 2003 GRANTOR RETAINED ANNUITY TRUST, MARY D. DENT, TRUSTEE | DE | TRUST | B | |
| DANIEL F. DENT 2003 GRANTOR RETAINED ANNUITY TRUST, MARY D. DENT, TRUSTEE | DE | TRUST | B | |
| DANIEL F. DENT 2003 GRANTOR RETAINED ANNUITY TRUST, MARY D. DENT, TRUSTEE | DE | TRUST | B | |
| DANIEL F. DENT 2003 GRANTOR RETAINED ANNUITY TRUST, MARY D. DENT, TRUSTEE | DE | TRUST | B | |
| DANIEL F. DENT 2003 GRANTOR RETAINED ANNUITY TRUST, MARY D. DENT, TRUSTEE | DE | TRUST | B | |
| DANIEL F. DENT 2003 GRANTOR RETAINED ANNUITY TRUST, MARY D. DENT, TRUSTEE | DE | TRUST | B | |
| DANIEL F. DENT 2003 GRANTOR RETAINED ANNUITY TRUST, MARY D. DENT, TRUSTEE | DE | TRUST | B | |
| DANIEL F. DENT 2003 GRANTOR RETAINED ANNUITY TRUST, MARY D. DENT, TRUSTEE | DE | TRUST | B | |
| DANIEL F. DENT 2003 GRANTOR RETAINED ANNUITY TRUST, MARY D. DENT, TRUSTEE | DE | TRUST | B | |
| DANIEL F. DENT 2003 GRANTOR RETAINED ANNUITY TRUST, MARY D. DENT, TRUSTEE | DE | TRUST | B | |
| DANIEL F. DENT 2003 GRANTOR RETAINED ANNUITY TRUST, MARY D. DENT, TRUSTEE | DE | TRUST | B | |
| DANIEL F. DENT 2003 IRREVOCABLE TRUST | DE | TRUST | B | |
| DANIEL F. DENT 2003 IRREVOCABLE TRUST | DE | TRUST | B | |
| DENT, DANIEL, FORBES | I | CHAIRMAN | B | Control |
| DENT, DANIEL, FORBES | I | CHAIRMAN | B | Control |
| DENT, DANIEL, FORBES | I | CHAIRMAN | B | Control |
| DENT, MATTHEW, FORBES | I | VICE PRESIDENT | B | |
| DENT, MATTHEW, FORBES | I | VICE PRESIDENT | B | |
| DENT, MATTHEW, FORBES | I | VICE PRESIDENT | B | |
| DENT, MATTHEW, FORBES | I | PRESIDENT | B | Control |
| DENT, MATTHEW, FORBES | I | VICE PRESIDENT | B | Control |
| DENT, MATTHEW, FORBES | I | VICE PRESIDENT | B | |
| DENT, MATTHEW, FORBES | I | VICE PRESIDENT | B | |
| DENT, MATTHEW, FORBES | I | VICE PRESIDENT | B | Control |
| DENT, MATTHEW, FORBES | I | VICE PRESIDENT | B | |
| DENT, MATTHEW, FORBES | I | VICE PRESIDENT | B | |
| DENT, MATTHEW, FORBES | I | VICE PRESIDENT | B | Control |
| DENT, MATTHEW, FORBES | I | PRESIDENT | B | Control |
| DENT, MATTHEW, FORBES | I | PRESIDENT | B | Control |
| DENT, MATTHEW, FORBES | I | PRESIDENT | B | Control |
| DENT, MATTHEW, FORBES | I | PRESIDENT | B | Control |
| DENT, MATTHEW, FORBES | I | PRESIDENT | B | Control |
| DENT, MATTHEW, FORBES | I | PRESIDENT | B | Control |
| DENT, MATTHEW, FORBES | I | PRESIDENT | B | Control |
| DENT, MATTHEW, FORBES | I | PRESIDENT | B | Control |
| DENT, MATTHEW, FORBES | I | PRESIDENT | B | Control |
| DENT, MATTHEW, FORBES | I | PRESIDENT | B | Control |
| DENT, MATTHEW, FORBES | I | PRESIDENT | B | Control |
| DENT, MATTHEW, FORBES | I | PRESIDENT | B | Control |
| DENT, MATTHEW, FORBES | I | PRESIDENT | B | Control |
| DENT, MATTHEW, FORBES | I | PRESIDENT | B | Control |
| DENT, TIMOTHY | I | SHAREHOLDER | B | |
| EKLUND, ASHLEY | I | SHAREHOLDER | B | |
| O'NEIL, THOMAS, FRANCIS | I | VICE PRESIDENT, TRUSTEE | B | Control |
| CURRY, MELISSA | I | SHAREHOLDER | A | |
| DANIEL F DENT 2011 GRANTOR RETAINED ANNUITY TRUST | DE | TRUST | A | |
| DANIEL F DENT 2011 GRANTOR RETAINED ANNUITY TRUST | DE | TRUST | A | |
| DANIEL F. DENT 2003 GRANTOR RETAINED ANNUITY TRUST, MARY D. DENT, TRUSTEE | DE | TRUST | A | |
| DANIEL F. DENT 2003 GRANTOR RETAINED ANNUITY TRUST, MARY D. DENT, TRUSTEE | DE | TRUST | A | |
| DANIEL F. DENT 2003 GRANTOR RETAINED ANNUITY TRUST, MARY D. DENT, TRUSTEE | DE | TRUST | A | |
| DANIEL F. DENT 2003 GRANTOR RETAINED ANNUITY TRUST, MARY D. DENT, TRUSTEE | DE | TRUST | A | |
| DANIEL F. DENT 2003 GRANTOR RETAINED ANNUITY TRUST, MARY D. DENT, TRUSTEE | DE | TRUST | A | |
| DANIEL F. DENT 2010 GRANTOR RETAINED ANNUITY TRUST | DE | TRUST | A | |
| DANIEL F. DENT 2010 GRANTOR RETAINED ANNUITY TRUST | DE | TRUST | A | |
| DENT, TIMOTHY | I | SHAREHOLDER | A | |
| EKLUND, ASHLEY | I | SHAREHOLDER | A | |
| ELLWOOD, SUTHERLAND, COOK | I | VICE PRESIDENT | A | |
| ELLWOOD, SUTHERLAND, COOK | I | VICE PRESIDENT | A | |
| MITCHELL, GARY, DAVID | I | CHIEF COMPLIANCE OFFICER, VICE PRESIDENT | A | |
| MITCHELL, GARY, DAVID | I | CHIEF COMPLIANCE OFFICER, VICE PRESIDENT | A | |
| MITCHELL, GARY, DAVID | I | CHIEF COMPLIANCE OFFICER, VICE PRESIDENT | A | |
| MITCHELL, GARY, DAVID | I | CHIEF COMPLIANCE OFFICER, VICE PRESIDENT | A | |
| MITCHELL, GARY, DAVID | I | CHIEF COMPLIANCE OFFICER, VICE PRESIDENT | A | |
| MITCHELL, GARY, DAVID | I | VICE PRESIDENT | A | |
| MITCHELL, GARY, DAVID | I | CHIEF COMPLIANCE OFFICER, VICE PRESIDENT | A | |
| MITCHELL, GARY, DAVID | I | VICE PRESIDENT | A | |
| MITCHELL, GARY, DAVID | I | VICE PRESIDENT | A | |
| MITCHELL, GARY, DAVID | I | VICE PRESIDENT | A | |
| MITCHELL, GARY, DAVID | I | PORTFOLIO MANAGER & ANALYST | A | |
| MITCHELL, GARY, DAVID | I | PORTFOLIO MANAGER & ANALYST | A | |
| MITCHELL, GARY, DAVID | I | PORTFOLIO MANAGER & ANALYST | A | |
| MITCHELL, GARY, DAVID | I | PORTFOLIO MANAGER & ANALYST | A | |
| MORRILL, MICHAEL, NORRIS | I | HEAD OF CLIENT RELATIONS AND MARKETING | A | Control |
| MORRILL, MICHAEL, NORRIS | I | HEAD OF CLIENT RELATIONS AND MARKETING | A | Control |
| MORRILL, MICHAEL, NORRIS | I | HEAD OF CLIENT RELATIONS AND MARKETING | A | Control |
| MORRILL, MICHAEL, NORRIS | I | HEAD OF CLIENT RELATIONS AND MARKETING | A | Control |
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Aug 6, 2025 REGISTERED
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