ONEDIGITAL INVESTMENT ADVISORS LLC

Legal name: ONEDIGITAL

CRD #106766 SEC #801-40622 OVERLAND PARK, KS 877-742-2021

SEC Registered Disclosures

Total AUM

$142.6B

Discretionary

$50.6B

Employees

610

Clients

Accounts

38,423

This firm has regulatory disclosures on file. View disclosures

Firm Details

Organization Type: Limited Liability Company
State of Formation: Missouri
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Aug 19, 2025
Branch Offices: 83

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
401K ADVISORS INTERMOUNTAIN, INC.	DE	SHAREHOLDER	NA
401K ADVISORS INTERMOUNTAIN, INC.	DE	SHAREHOLDER	NA
401K ADVISORS INTERMOUNTAIN, INC.	DE	SHAREHOLDER	NA
401K ADVISORS INTERMOUNTAIN, INC.	DE	SHAREHOLDER	NA
BARB, ASHLEY, LYNN	I	CHIEF OPERATING OFFICER	NA
BARB, ASHLEY, LYNN	I	CHIEF OPERATING OFFICER	NA
BARB, ASHLEY, LYNN	I	CHIEF OPERATING OFFICER	NA
BARB, ASHLEY, LYNN	I	CHIEF OPERATING OFFICER	NA
BARB, ASHLEY, LYNN	I	CHIEF OPERATING OFFICER	NA
BARB, ASHLEY, LYNN	I	CHIEF OPERATING OFFICER	NA
BARB, ASHLEY, LYNN	I	CHIEF OPERATING OFFICER	NA
BUKATY, MICHAEL, JOSEPH	I	SECRETARY/TREASURER	NA	Control
BUKATY, MICHAEL, JOSEPH	I	SECRETARY/TREASURER	NA	Control
BUKATY, MICHAEL, JOSEPH	I	SECRETARY/TREASURER	NA	Control
BUKATY, MICHAEL, JOSEPH	I	SECRETARY/TREASURER	NA	Control
BUKATY, MICHAEL, JOSEPH	I	SECRETARY/TREASURER	NA	Control
BUKATY, MICHAEL, JOSEPH	I	SECRETARY/TREASURER	NA	Control
BUKATY, MICHAEL, JOSEPH	I	SECRETARY/TREASURER	NA	Control
BUKATY, MICHAEL, JOSEPH	I	SECRETARY/TREASURER	NA	Control
BUKATY, MICHAEL, JOSEPH	I	SECRETARY/TREASURER	NA	Control
BUKATY, MICHAEL, JOSEPH	I	SECRETARY/TREASURER	NA	Control
BUKATY, MICHAEL, JOSEPH	I	SECRETARY/TREASURER	NA	Control
BUKATY, MICHAEL, JOSEPH	I	SECRETARY/TREASURER	NA	Control
BUKATY, MICHAEL, JOSEPH	I	SECRETARY/TREASURER	NA	Control
BUKATY, MICHAEL, JOSEPH	I	SECRETARY/TREASURER	NA	Control
BUKATY, MICHAEL, JOSEPH	I	SECRETARY/TREASURER	NA	Control
BUKATY, MICHAEL, JOSEPH	I	SECRETARY/TREASURER	NA	Control
BUKATY, MICHAEL, JOSEPH	I	SECRETARY/TREASURER	NA	Control
BUKATY, MICHAEL, JOSEPH	I	SECRETARY/TREASURER	NA	Control
BUKATY, MICHAEL, JOSEPH	I	SECRETARY/TREASURER	NA	Control
BUKATY, MICHAEL, JOSEPH	I	SECRETARY/TREASURER	NA	Control
BUKATY, MICHAEL, JOSEPH	I	SECRETARY/TREASURER	NA	Control
BUKATY, MICHAEL, JOSEPH	I	SECRETARY/TREASURER	NA	Control
BUKATY, MICHAEL, JOSEPH	I	SECRETARY/TREASURER	NA	Control
BUKATY, MICHAEL, JOSEPH	I	SECRETARY/TREASURER	NA	Control
BUKATY, MICHAEL, JOSEPH	I	SECRETARY/TREASURER	NA	Control
BUKATY, MICHAEL, JOSEPH	I	SECRETARY/TREASURER	NA	Control
BUKATY, MICHAEL, JOSEPH	I	SECRETARY/TREASURER	NA	Control
BUKATY, MICHAEL, JOSEPH	I	SECRETARY/TREASURER	NA	Control
BUKATY, MICHAEL, JOSEPH	I	SECRETARY/TREASURER	NA	Control
BUKATY, MICHAEL, JOSEPH	I	SECRETARY/TREASURER	NA	Control
BUKATY, MICHAEL, JOSEPH	I	SECRETARY/TREASURER	NA	Control
BUKATY, MICHAEL, JOSEPH	I	SECRETARY/TREASURER	NA	Control
BUKATY, MICHAEL, JOSEPH	I	SECRETARY/TREASURER	NA	Control
BUKATY, MICHAEL, JOSEPH	I	SECRETARY/TREASURER	NA	Control
BUKATY, MICHAEL, JOSEPH	I	SECRETARY/TREASURER	NA	Control
BUKATY, MICHAEL, JOSEPH	I	SECRETARY/TREASURER	NA	Control
CHANNEL BROKERAGE, LLC	DE	SHAREHOLDER	NA
CHANNEL BROKERAGE, LLC	DE	SHAREHOLDER	NA
CHANNEL BROKERAGE, LLC	DE	SHAREHOLDER	NA
CHANNEL BROKERAGE, LLC	DE	SHAREHOLDER	NA
CHATTOPADHYAY, SAUMEN	I	CHIEF INVESTMENT OFFICER	NA	Control
CHEPENIK MANAGEMENT, INC.	DE	SHAREHOLDER	NA
CHEPENIK MANAGEMENT, INC.	DE	SHAREHOLDER	NA
CHEPENIK MANAGEMENT, INC.	DE	SHAREHOLDER	NA
CHEPENIK MANAGEMENT, INC.	DE	SHAREHOLDER	NA
Chattopadhyay, Saumen	I	CHIEF INVESTMENT OFFICER	NA	Control
Chattopadhyay, Saumen	I	CHIEF INVESTMENT OFFICER	NA	Control
Chattopadhyay, Saumen	I	CHIEF INVESTMENT OFFICER	NA	Control
Chattopadhyay, Saumen	I	CHIEF INVESTMENT OFFICER	NA	Control
Chattopadhyay, Saumen	I	CHIEF INVESTMENT OFFICER	NA	Control
Chattopadhyay, Saumen	I	CHIEF INVESTMENT OFFICER	NA	Control
Chattopadhyay, Saumen	I	CHIEF INVESTMENT OFFICER	NA	Control
Chattopadhyay, Saumen	I	CHIEF INVESTMENT OFFICER	NA	Control
Chattopadhyay, Saumen	I	CHIEF INVESTMENT OFFICER	NA	Control
Chattopadhyay, Saumen	I	CHIEF INVESTMENT OFFICER	NA	Control
ESSELMAN, MICHAEL, NEPHI	I	CHIEF INVESTMENT OFFICER	NA	Control
ESSELMAN, MICHAEL, NEPHI	I	CHIEF INVESTMENT OFFICER	NA	Control
ITO, DAVID, AKIRA	I	CHIEF COMPLIANCE OFFICER	NA	Control
ITO, DAVID, AKIRA	I	CHIEF COMPLIANCE OFFICER	NA	Control
ITO, DAVID, AKIRA	I	CHIEF COMPLIANCE OFFICER	NA	Control
MORRIS, VINCENT, LEE	I	PRESIDENT	NA	Control
MORRIS, VINCENT, LEE	I	PRESIDENT	NA	Control
MORRIS, VINCENT, LEE	I	VP/CHIEF COMPLIANCE OFFICER	NA	Control
MORRIS, VINCENT, LEE	I	PRESIDENT	NA	Control
MORRIS, VINCENT, LEE	I	PRESIDENT	NA	Control
MORRIS, VINCENT, LEE	I	VP/CHIEF COMPLIANCE OFFICER	NA	Control
MORRIS, VINCENT, LEE	I	PRESIDENT	NA	Control
MORRIS, VINCENT, LEE	I	PRESIDENT	NA	Control
MORRIS, VINCENT, LEE	I	PRESIDENT	NA	Control
MORRIS, VINCENT, LEE	I	PRESIDENT	NA	Control
MORRIS, VINCENT, LEE	I	PRESIDENT	NA	Control
MORRIS, VINCENT, LEE	I	PRESIDENT	NA	Control
MORRIS, VINCENT, LEE	I	PRESIDENT	NA	Control
MORRIS, VINCENT, LEE	I	PRESIDENT	NA	Control
MORRIS, VINCENT, LEE	I	PRESIDENT	NA	Control
MORRIS, VINCENT, LEE	I	PRESIDENT	NA	Control
MORRIS, VINCENT, LEE	I	PRESIDENT	NA	Control
MORRIS, VINCENT, LEE	I	PRESIDENT	NA	Control
MORRIS, VINCENT, LEE	I	PRESIDENT	NA	Control
MORRIS, VINCENT, LEE	I	PRESIDENT	NA	Control
MORRIS, VINCENT, LEE	I	PRESIDENT	NA	Control
MORRIS, VINCENT, LEE	I	PRESIDENT	NA	Control
MORRIS, VINCENT, LEE	I	PRESIDENT	NA	Control
MORRIS, VINCENT, LEE	I	PRESIDENT	NA	Control
MORRIS, VINCENT, LEE	I	PRESIDENT	NA	Control
MORRIS, VINCENT, LEE	I	PRESIDENT	NA	Control
MORRIS, VINCENT, LEE	I	PRESIDENT	NA	Control
MORRIS, VINCENT, LEE	I	PRESIDENT	NA	Control
MORRIS, VINCENT, LEE	I	PRESIDENT	NA	Control
MORRIS, VINCENT, LEE	I	PRESIDENT	NA	Control
MORRIS, VINCENT, LEE	I	PRESIDENT	NA	Control
MORRIS, VINCENT, LEE	I	PRESIDENT	NA	Control
MORRIS, VINCENT, LEE	I	PRESIDENT	NA	Control
MORRIS, VINCENT, LEE	I	PRESIDENT	NA	Control
MORRIS, VINCENT, LEE	I	PRESIDENT	NA	Control
MORRIS, VINCENT, LEE	I	PRESIDENT	NA	Control
MORRIS, VINCENT, LEE	I	MANAGER	NA	Control
MORRIS, VINCENT, LEE	I	MANAGER	NA	Control
MORRIS, VINCENT, LEE	I	MANAGER	NA	Control
MORRIS, VINCENT, LEE	I	MANAGER	NA	Control
MORRIS, VINCENT, LEE	I	MANAGER	NA	Control
MORRIS, VINCENT, LEE	I	PRESIDENT	NA	Control
MORRIS, VINCENT, LEE	I	PRESIDENT	NA	Control
MORRIS, VINCENT, LEE	I	PRESIDENT	NA	Control
MORRIS, VINCENT, LEE	I	PRESIDENT	NA	Control
MORRIS, VINCENT, LEE	I	PRESIDENT	NA	Control
MORRIS, VINCENT, LEE	I	PRESIDENT	NA	Control
MORRIS, VINCENT, LEE	I	PRESIDENT	NA	Control
MORRIS, VINCENT, LEE	I	PRESIDENT	NA	Control
MORRIS, VINCENT, LEE	I	PRESIDENT	NA	Control
MORRIS, VINCENT, LEE	I	PRESIDENT	NA	Control
MORRIS, VINCENT, LEE	I	PRESIDENT	NA	Control
MORRIS, VINCENT, LEE	I	PRESIDENT	NA	Control
MORRIS, VINCENT, LEE	I	PRESIDENT	NA	Control
MORRIS, VINCENT, LEE	I	PRESIDENT	NA	Control
MORRIS, VINCENT, LEE	I	PRESIDENT	NA	Control
MORRIS, VINCENT, LEE	I	PRESIDENT	NA	Control
MORRIS, VINCENT, LEE	I	PRESIDENT	NA	Control
MORRIS, VINCENT, LEE	I	PRESIDENT	NA	Control
MORRIS, VINCENT, LEE	I	PRESIDENT	NA	Control
MORRIS, VINCENT, LEE	I	PRESIDENT	NA	Control
MORRIS, VINCENT, LEE	I	PRESIDENT	NA	Control
MORRIS, VINCENT, LEE	I	PRESIDENT	NA	Control
O'RENICK, KATHLEEN, JANE	I	SECRETARY	NA	Control
O'RENICK, KATHLEEN, JANE	I	SECRETARY	NA	Control
O'RENICK, KATHLEEN, JANE	I	SECRETARY	NA	Control
O'RENICK, KATHLEEN, JANE	I	SECRETARY	NA	Control
O'RENICK, KATHLEEN, JANE	I	SECRETARY	NA	Control
O'RENICK, KATHLEEN, JANE	I	SECRETARY	NA	Control
O'RENICK, KATHLEEN, JANE	I	SECRETARY	NA	Control
O'RENICK, KATHLEEN, JANE	I	SECRETARY	NA	Control
O'RENICK, KATHLEEN, JANE	I	SECRETARY	NA	Control
O'RENICK, KATHLEEN, JANE	I	SECRETARY	NA	Control
O'RENICK, KATHLEEN, JANE	I	SECRETARY	NA	Control
O'RENICK, KATHLEEN, JANE	I	SECRETARY	NA	Control
O'RENICK, KATHLEEN, JANE	I	SECRETARY	NA	Control
O'RENICK, KATHLEEN, JANE	I	SECRETARY	NA	Control
O'RENICK, KATHLEEN, JANE	I	SECRETARY	NA	Control
O'RENICK, KATHLEEN, JANE	I	SECRETARY	NA	Control
OSL, INC.	DE	SHAREHOLDER	NA
OSL, INC.	DE	SHAREHOLDER	NA
OSL, INC.	DE	SHAREHOLDER	NA
OSL, INC.	DE	SHAREHOLDER	NA
RPA NATION PR LLC	DE	SHAREHOLDER	NA
RPA NATION PR LLC	DE	SHAREHOLDER	NA
RPA NATION PR LLC	DE	SHAREHOLDER	NA
RPA NATION PR LLC	DE	SHAREHOLDER	NA
SCOTT, ALANA, DENNEY	I	CHIEF COMPLIANCE OFFICER / DIRECTOR	NA
SCOTT, ALANA, DENNEY	I	CHIEF COMPLIANCE OFFICER / DIRECTOR	NA
SCOTT, ALANA, DENNEY	I	CHIEF COMPLIANCE OFFICER / DIRECTOR	NA
SCOTT, ALANA, DENNEY	I	CHIEF COMPLIANCE OFFICER / DIRECTOR	NA
SHA RETIREMENT GROUP, INC.	DE	SHAREHOLDER	NA
SHA RETIREMENT GROUP, INC.	DE	SHAREHOLDER	NA
SHA RETIREMENT GROUP, INC.	DE	SHAREHOLDER	NA
SHA RETIREMENT GROUP, INC.	DE	SHAREHOLDER	NA
TEROS ADVISORS, LLC	DE	SHAREHOLDER	NA
TEROS ADVISORS, LLC	DE	SHAREHOLDER	NA
TEROS ADVISORS, LLC	DE	SHAREHOLDER	NA
TEROS ADVISORS, LLC	DE	SHAREHOLDER	NA
TROYER, PHILLIP, JAMES	I	CHIEF COMPLIANCE OFFICER	NA	Control
TROYER, PHILLIP, JAMES	I	CHIEF COMPLIANCE OFFICER	NA	Control
TROYER, PHILLIP, JAMES	I	CHIEF COMPLIANCE OFFICER	NA	Control
TROYER, PHILLIP, JAMES	I	CHIEF COMPLIANCE OFFICER	NA	Control
TROYER, PHILLIP, JAMES	I	CHIEF COMPLIANCE OFFICER	NA	Control
TROYER, PHILLIP, JAMES	I	CHIEF COMPLIANCE OFFICER	NA	Control
TROYER, PHILLIP, JAMES	I	CHIEF COMPLIANCE OFFICER	NA	Control
TROYER, PHILLIP, JAMES	I	CHIEF COMPLIANCE OFFICER	NA	Control
TROYER, PHILLIP, JAMES	I	CHIEF COMPLIANCE OFFICER	NA	Control
TROYER, PHILLIP, JAMES	I	CHIEF COMPLIANCE OFFICER	NA	Control
TROYER, PHILLIP, JAMES	I	CHIEF COMPLIANCE OFFICER	NA	Control
TROYER, PHILLIP, JAMES	I	CHIEF COMPLIANCE OFFICER	NA	Control
TROYER, PHILLIP, JAMES	I	CHIEF COMPLIANCE OFFICER	NA	Control
TROYER, PHILLIP, JAMES	I	CHIEF COMPLIANCE OFFICER	NA	Control
TROYER, PHILLIP, JAMES	I	CHIEF COMPLIANCE OFFICER	NA	Control
TROYER, PHILLIP, JAMES	I	CHIEF COMPLIANCE OFFICER	NA	Control
TROYER, PHILLIP, JAMES	I	CHIEF COMPLIANCE OFFICER	NA	Control
TROYER, PHILLIP, JAMES	I	CHIEF COMPLIANCE OFFICER	NA	Control
TROYER, PHILLIP, JAMES	I	CHIEF COMPLIANCE OFFICER	NA	Control
TROYER, PHILLIP, JAMES	I	CHIEF COMPLIANCE OFFICER	NA	Control
TROYER, PHILLIP, JAMES	I	CHIEF COMPLIANCE OFFICER	NA	Control
TROYER, PHILLIP, JAMES	I	CHIEF COMPLIANCE OFFICER	NA	Control
TROYER, PHILLIP, JAMES	I	CHIEF COMPLIANCE OFFICER	NA	Control
TROYER, PHILLIP, JAMES	I	CHIEF COMPLIANCE OFFICER	NA	Control
TROYER, PHILLIP, JAMES	I	CHIEF COMPLIANCE OFFICER	NA	Control
TROYER, PHILLIP, JAMES	I	CHIEF COMPLIANCE OFFICER	NA	Control
TROYER, PHILLIP, JAMES	I	CHIEF COMPLIANCE OFFICER	NA	Control
TROYER, PHILLIP, JAMES	I	CHIEF COMPLIANCE OFFICER	NA	Control
TROYER, PHILLIP, JAMES	I	CHIEF COMPLIANCE OFFICER	NA	Control
TROYER, PHILLIP, JAMES	I	CHIEF COMPLIANCE OFFICER	NA	Control
TROYER, PHILLIP, JAMES	I	CHIEF COMPLIANCE OFFICER	NA	Control
TROYER, PHILLIP, JAMES	I	CHIEF COMPLIANCE OFFICER	NA	Control
TROYER, PHILLIP, JAMES	I	CHIEF COMPLIANCE OFFICER	NA	Control
TROYER, PHILLIP, JAMES	I	CHIEF COMPLIANCE OFFICER	NA	Control
TROYER, PHILLIP, JAMES	I	CHIEF COMPLIANCE OFFICER	NA	Control
TROYER, PHILLIP, JAMES	I	CHIEF COMPLIANCE OFFICER	NA	Control
TROYER, PHILLIP, JAMES	I	CHIEF COMPLIANCE OFFICER	NA	Control
TROYER, PHILLIP, JAMES	I	CHIEF COMPLIANCE OFFICER	NA	Control
TROYER, PHILLIP, JAMES	I	CHIEF COMPLIANCE OFFICER	NA	Control
TROYER, PHILLIP, JAMES	I	CHIEF COMPLIANCE OFFICER	NA	Control
TROYER, PHILLIP, JAMES	I	CHIEF COMPLIANCE OFFICER	NA	Control
TROYER, PHILLIP, JAMES	I	CHIEF COMPLIANCE OFFICER	NA	Control
TROYER, PHILLIP, JAMES	I	CHIEF COMPLIANCE OFFICER	NA	Control
TROYER, PHILLIP, JAMES	I	CHIEF COMPLIANCE OFFICER	NA	Control
TROYER, PHILLIP, JAMES	I	CHIEF COMPLIANCE OFFICER	NA	Control
TROYER, PHILLIP, JAMES	I	CHIEF COMPLIANCE OFFICER	NA	Control
TROYER, PHILLIP, JAMES	I	CHIEF COMPLIANCE OFFICER	NA	Control
TROYER, PHILLIP, JAMES	I	CHIEF COMPLIANCE OFFICER	NA	Control
TROYER, PHILLIP, JAMES	I	CHIEF COMPLIANCE OFFICER	NA	Control
TROYER, PHILLIP, JAMES	I	CHIEF COMPLIANCE OFFICER	NA	Control
TROYER, PHILLIP, JAMES	I	CHIEF COMPLIANCE OFFICER	NA	Control
TROYER, PHILLIP, JAMES	I	CHIEF COMPLIANCE OFFICER	NA	Control
TROYER, PHILLIP, JAMES	I	CHIEF COMPLIANCE OFFICER	NA	Control
TROYER, PHILLIP, JAMES	I	CHIEF COMPLIANCE OFFICER	NA	Control
TROYER, PHILLIP, JAMES	I	CHIEF COMPLIANCE OFFICER	NA	Control
TROYER, PHILLIP, JAMES	I	CHIEF COMPLIANCE OFFICER	NA	Control
TROYER, PHILLIP, JAMES	I	CHIEF COMPLIANCE OFFICER	NA	Control
TROYER, PHILLIP, JAMES	I	CHIEF COMPLIANCE OFFICER	NA	Control
UNGASHICK, LINDA, KATHLEEN	I	VICE PRESIDENT	NA
UNGASHICK, LINDA, KATHLEEN	I	VICE PRESIDENT	NA
UNGASHICK, LINDA, KATHLEEN	I	VICE PRESIDENT	NA
UNGASHICK, LINDA, KATHLEEN	I	VICE PRESIDENT	NA
UNGASHICK, LINDA, KATHLEEN	I	VICE PRESIDENT	NA
DIGITAL INSURANCE LLC	DE	OWNER	E	Control
DIGITAL INSURANCE LLC	DE	OWNER	E	Control
DIGITAL INSURANCE LLC	DE	OWNER	E	Control
DIGITAL INSURANCE, LLC	DE	OWNER	E	Control
DIGITAL INSURANCE, LLC	DE	OWNER	E	Control
DIGITAL INSURANCE, LLC	DE	OWNER	E	Control
DIGITAL INSURANCE, LLC	DE	OWNER	E	Control
DIGITAL INSURANCE, LLC	DE	OWNER	E	Control
DIGITAL INSURANCE, LLC	DE	OWNER	E	Control
DIGITAL INSURANCE, LLC	DE	OWNER	E	Control
DIGITAL INSURANCE, LLC	DE	OWNER	E	Control
DIGITAL INSURANCE, LLC	DE	OWNER	E	Control
DIGITAL INSURANCE, LLC	DE	OWNER	E	Control
DIGITAL INSURANCE, LLC	DE	OWNER	E	Control
DIGITAL INSURANCE, LLC	DE	OWNER	E	Control
DIGITAL INSURANCE, LLC	DE	OWNER	E	Control
DIGITAL INSURANCE, LLC	DE	OWNER	E	Control
DIGITAL INSURANCE, LLC	DE	OWNER	E	Control
DIGITAL INSURANCE, LLC	DE	OWNER	E	Control
DIGITAL INSURANCE, LLC	DE	OWNER	E	Control
DIGITAL INSURANCE, LLC	DE	OWNER	E	Control
DIGITAL INSURANCE, LLC	DE	OWNER	E	Control
O'RENICK, KENNETH, MICHAEL	I	PRESIDENT	E	Control
O'RENICK, KENNETH, MICHAEL	I	PRESIDENT	E	Control
O'RENICK, KENNETH, MICHAEL	I	PRESIDENT	E	Control
O'RENICK, KENNETH, MICHAEL	I	PRESIDENT	E	Control
O'RENICK, KENNETH, MICHAEL	I	PRESIDENT	E	Control
OCI	DE	OWNER	E	Control
OCI	DE	OWNER	E	Control
OCI	DE	OWNER	E	Control
OCI	DE	OWNER	E	Control
OCI	DE	OWNER	E	Control
OCI	DE	OWNER	E	Control
OCI	DE	OWNER	E	Control
OCI	DE	OWNER	E	Control
OCI	DE	OWNER	E	Control
OCI	DE	OWNER	E	Control
OCI	DE	OWNER	E	Control
OCI	DE	OWNER	E	Control
OCI	DE	OWNER	E	Control
OCI	DE	OWNER	E	Control
OCI	DE	OWNER	E	Control
OCI	DE	OWNER	E	Control
OCI	DE	OWNER	E	Control
OCI	DE	OWNER	E	Control
OCI	DE	OWNER	E	Control
OCI	DE	OWNER	E	Control
OCI	DE	OWNER	E	Control
OCI	DE	OWNER	E	Control
OCI	DE	OWNER	E	Control
OCI	DE	OWNER	E	Control
OCI	DE	OWNER	E	Control
OCI	DE	OWNER	E	Control
OCI	DE	OWNER	E	Control
OCI	DE	OWNER	E	Control
OCI	DE	OWNER	E	Control
OCI	DE	OWNER	E	Control
OCI	DE	OWNER	E	Control
OCI	DE	OWNER	E	Control
OCI	DE	OWNER	E	Control
OCI	DE	OWNER	E	Control
OCI	DE	OWNER	E	Control
OCI	DE	OWNER	E	Control
BUKATY MORRIS RIA HOLDINGS, INC.	DE	OWNER	D	Control
BUKATY MORRIS RIA HOLDINGS, INC.	DE	OWNER	D	Control
BUKATY MORRIS RIA HOLDINGS, INC.	DE	OWNER	D	Control
BUKATY MORRIS RIA HOLDINGS, INC.	DE	OWNER	D	Control
BUKATY MORRIS RIA HOLDINGS, INC.	DE	OWNER	D	Control
O'RENICK, KENNETH, MICHAEL	I	PRESIDENT	D	Control
O'RENICK, KENNETH, MICHAEL	I	PRESIDENT	D	Control
O'RENICK, KENNETH, MICHAEL	I	PRESIDENT	D	Control
O'RENICK, KENNETH, MICHAEL	I	PRESIDENT	D	Control
O'RENICK, KENNETH, MICHAEL	I	PRESIDENT	D	Control
O'RENICK, KENNETH, MICHAEL	I	PRESIDENT	D	Control
O'RENICK, KENNETH, MICHAEL	I	PRESIDENT	D	Control
O'RENICK, KENNETH, MICHAEL	I	PRESIDENT	D	Control
O'RENICK, KENNETH, MICHAEL	I	PRESIDENT	D	Control
O'RENICK, KENNETH, MICHAEL	I	PRESIDENT	D	Control
O'RENICK, KENNETH, MICHAEL	I	PRESIDENT	D	Control
O'RENICK, KENNETH, MICHAEL	I	PRESIDENT	D	Control
O'RENICK, KENNETH, MICHAEL	I	PRESIDENT	D	Control
O'RENICK, KENNETH, MICHAEL	I	PRESIDENT	D	Control
O'RENICK, KENNETH, MICHAEL	I	PRESIDENT	D	Control
O'RENICK, KENNETH, MICHAEL	I	PRESIDENT	D	Control
O'RENICK, KENNETH, MICHAEL	I	PRESIDENT	D	Control
O'RENICK, KENNETH, MICHAEL	I	PRESIDENT	D	Control
O'RENICK, KENNETH, MICHAEL	I	PRESIDENT	D	Control
O'RENICK, KENNETH, MICHAEL	I	PRESIDENT	D	Control
O'RENICK, KENNETH, MICHAEL	I	PRESIDENT	D	Control
BUKATY, MICHAEL, JOSEPH	I	OWNER	C	Control
BUKATY, MICHAEL, JOSEPH	I	OWNER	C	Control
BUKATY, MICHAEL, JOSEPH	I	OWNER	C	Control
BUKATY, MICHAEL, JOSEPH	I	OWNER	C	Control
BUKATY, MICHAEL, JOSEPH	I	OWNER	C	Control
BUKATY, MICHAEL, JOSEPH	I	OWNER/SECRETARY/TREASURER	C	Control
BUKATY, MICHAEL, JOSEPH	I	OWNER/SECRETARY/TREASURER	C	Control
BUKATY, MICHAEL, JOSEPH	I	OWNER	C	Control
BUKATY, MICHAEL, JOSEPH	I	OWNER	C	Control
BUKATY, MICHAEL, JOSEPH	I	OWNER	C	Control
BUKATY, MICHAEL, JOSEPH	I	OWNER	C	Control
BUKATY, MICHAEL, JOSEPH	I	OWNER	C	Control
BUKATY, MICHAEL, JOSEPH	I	OWNER	C	Control
BUKATY, MICHAEL, JOSEPH	I	OWNER/SECRETARY/TREASURER	C	Control
BUKATY, MICHAEL, JOSEPH	I	OWNER/SECRETARY/TREASURER	C	Control
BUKATY, MICHAEL, JOSEPH	I	OWNER/SECRETARY/TREASURER	C	Control
BUKATY, MICHAEL, JOSEPH	I	OWNER/SECRETARY/TREASURER	C	Control
BUKATY, MICHAEL, JOSEPH	I	OWNER/SECRETARY/TREASURER	C	Control
BUKATY, MICHAEL, JOSEPH	I	OWNER/SECRETARY/TREASURER	C	Control
BUKATY, MICHAEL, JOSEPH	I	OWNER/SECRETARY/TREASURER	C	Control
BUKATY, MICHAEL, JOSEPH	I	OWNER/SECRETARY/TREASURER	C	Control
MORRIS, VINCENT, LEE	I	VP/CHIEF COMPLIANCE OFFICER	B	Control
MORRIS, VINCENT, LEE	I	VP/CHIEF COMPLIANCE OFFICER	B	Control
MORRIS, VINCENT, LEE	I	VP/CHIEF COMPLIANCE OFFICER	B	Control
MORRIS, VINCENT, LEE	I	VP/CHIEF COMPLIANCE OFFICER	B	Control
MORRIS, VINCENT, LEE	I	VP/CHIEF COMPLIANCE OFFICER	B	Control
MORRIS, VINCENT, LEE	I	VP/CHIEF COMPLIANCE OFFICER	B	Control
MORRIS, VINCENT, LEE	I	VP/CHIEF COMPLIANCE OFFICER	B	Control
MORRIS, VINCENT, LEE	I	VP/CHIEF COMPLIANCE OFFICER	B	Control
MORRIS, VINCENT, LEE	I	VP/CHIEF COMPLIANCE OFFICER	B	Control
MORRIS, VINCENT, LEE	I	VP/CHIEF COMPLIANCE OFFICER	B	Control
MORRIS, VINCENT, LEE	I	VP/CHIEF COMPLIANCE OFFICER	B	Control
MORRIS, VINCENT, LEE	I	VP/CHIEF COMPLIANCE OFFICER	B	Control
MORRIS, VINCENT, LEE	I	VP/CHIEF COMPLIANCE OFFICER	B	Control
MORRIS, VINCENT, LEE	I	VP/CHIEF COMPLIANCE OFFICER	B	Control
MORRIS, VINCENT, LEE	I	VP/CHIEF COMPLIANCE OFFICER	B	Control
MORRIS, VINCENT, LEE	I	VP/CHIEF COMPLIANCE OFFICER	B	Control
MORRIS, VINCENT, LEE	I	VP/CHIEF COMPLIANCE OFFICER	B	Control
MORRIS, VINCENT, LEE	I	VP/CHIEF COMPLIANCE OFFICER	B	Control
MORRIS, VINCENT, LEE	I	VP/CHIEF COMPLIANCE OFFICER	B	Control
MORRIS, VINCENT, LEE	I	VP/CHIEF COMPLIANCE OFFICER	B	Control
MORRIS, VINCENT, LEE	I	VP/CHIEF COMPLIANCE OFFICER	B	Control

Indirect Owners (Schedule B)

Name	Type	Entity	Ownership	Control
STEWART, DANIEL, ROBERT	I	CHANNEL BROKERAGE, LLC	F
STEWART, DANIEL, ROBERT	I	CHANNEL BROKERAGE, LLC	F
STEWART, DANIEL, ROBERT	I	CHANNEL BROKERAGE, LLC	F
STEWART, DANIEL, ROBERT	I	CHANNEL BROKERAGE, LLC	F
CORDERO CONDE, JAVIER, ENRIQUE	I	RPA NATION PR LLC	E
CORDERO CONDE, JAVIER, ENRIQUE	I	RPA NATION PR LLC	E
CORDERO CONDE, JAVIER, ENRIQUE	I	RPA NATION PR LLC	E
CORDERO CONDE, JAVIER, ENRIQUE	I	RPA NATION PR LLC	E
DIGITAL INSURANCE HOLDINGS LLC	DE	DIGITAL INSURANCE, LLC	E	Control
DIGITAL INSURANCE HOLDINGS LLC	DE	DIGITAL INSURANCE, LLC	E	Control
DIGITAL INSURANCE HOLDINGS LLC	DE	DIGITAL INSURANCE, LLC	E	Control
DIGITAL INSURANCE HOLDINGS LLC	DE	DIGITAL INSURANCE, LLC	E	Control
DIGITAL INSURANCE HOLDINGS LLC	DE	DIGITAL INSURANCE, LLC	E	Control
DIGITAL INSURANCE HOLDINGS LLC	DE	DIGITAL INSURANCE, LLC	E	Control
DIGITAL INSURANCE HOLDINGS LLC	DE	DIGITAL INSURANCE, LLC	E	Control
DIGITAL INSURANCE HOLDINGS LLC	DE	DIGITAL INSURANCE, LLC	E	Control
DIGITAL INSURANCE HOLDINGS LLC	DE	DIGITAL INSURANCE, LLC	E	Control
DIGITAL INSURANCE HOLDINGS LLC	DE	DIGITAL INSURANCE, LLC	E	Control
DIGITAL INSURANCE HOLDINGS LLC	DE	DIGITAL INSURANCE, LLC	E	Control
DIGITAL INSURANCE HOLDINGS LLC	DE	DIGITAL INSURANCE, LLC	E	Control
DIGITAL INSURANCE HOLDINGS LLC	DE	DIGITAL INSURANCE, LLC	E	Control
DIGITAL INSURANCE HOLDINGS LLC	DE	DIGITAL INSURANCE LLC	E	Control
DIGITAL INSURANCE HOLDINGS LLC	DE	DIGITAL INSURANCE, LLC	E	Control
ONEDIGITAL BLOCKER INC.	DE	ONEDIGITAL TOPCO LLC	E	Control
ONEDIGITAL BLOCKER INC.	DE	ONEDIGITAL TOPCO LLC	E	Control
ONEDIGITAL BLOCKER INC.	DE	ONEDIGITAL TOPCO LLC	E	Control
ONEDIGITAL BLOCKER INC.	DE	ONEDIGITAL TOPCO LLC	E	Control
ONEDIGITAL BLOCKER INC.	DE	ONEDIGITAL TOPCO LLC	E	Control
ONEDIGITAL BLOCKER INC.	DE	ONEDIGITAL TOPCO LLC	E	Control
ONEDIGITAL BLOCKER INC.	DE	ONEDIGITAL TOPCO LLC	E	Control
ONEDIGITAL BLOCKER INC.	DE	ONEDIGITAL TOPCO LLC	E	Control
ONEDIGITAL BLOCKER INC.	DE	ONEDIGITAL TOPCO LLC	E	Control
ONEDIGITAL BLOCKER INC.	DE	ONEDIGITAL TOPCO LLC	E	Control
ONEDIGITAL BORROWER LLC	DE	ONEDIGITAL INTERMEDIATE 2 LLC	E	Control
ONEDIGITAL BORROWER LLC	DE	ONEDIGITAL INTERMEDIATE 2 LLC	E	Control
ONEDIGITAL BORROWER LLC	DE	ONEDIGITAL INTERMEDIATE 2 LLC	E	Control
ONEDIGITAL BORROWER LLC	DE	ONEDIGITAL INTERMEDIATE 2 LLC	E	Control
ONEDIGITAL BORROWER LLC	DE	ONEDIGITAL INTERMEDIATE 2 LLC	E	Control
ONEDIGITAL HOLDINGS LLC	DE	ONEDIGITAL BORROWER LLC	E	Control
ONEDIGITAL HOLDINGS LLC	DE	ONEDIGITAL BORROWER LLC	E	Control
ONEDIGITAL HOLDINGS LLC	DE	ONEDIGITAL BORROWER LLC	E	Control
ONEDIGITAL HOLDINGS LLC	DE	ONEDIGITAL BORROWER LLC	E	Control
ONEDIGITAL HOLDINGS LLC	DE	ONEDIGITAL BORROWER LLC	E	Control
ONEDIGITAL INTERMEDIATE 1 LLC	DE	DIGITAL INSURANCE HOLDINGS LLC	E	Control
ONEDIGITAL INTERMEDIATE 1 LLC	DE	DIGITAL INSURANCE HOLDINGS LLC	E	Control
ONEDIGITAL INTERMEDIATE 1 LLC	DE	DIGITAL INSURANCE HOLDINGS LLC	E	Control
ONEDIGITAL INTERMEDIATE 1 LLC	DE	DIGITAL INSURANCE HOLDINGS LLC	E	Control
ONEDIGITAL INTERMEDIATE 2 LLC	DE	ONEDIGITAL INTERMEDIATE 1 LLC	E	Control
ONEDIGITAL INTERMEDIATE 2 LLC	DE	ONEDIGITAL INTERMEDIATE 1 LLC	E	Control
ONEDIGITAL INTERMEDIATE 2 LLC	DE	ONEDIGITAL INTERMEDIATE 1 LLC	E	Control
ONEDIGITAL INTERMEDIATE 2 LLC	DE	ONEDIGITAL INTERMEDIATE I LLC	E	Control
ONEDIGITAL INTERMEDIATE 2 LLC	DE	ONEDIGITAL INTERMEDIATE 1 LLC	E	Control
ONEDIGITAL INTERMEDIATE I LLC	DE	DIGITAL INSURANCE HOLDINGS LLC	E	Control
ONEDIGITAL MANAGEMENT HOLDINGS LLC	DE	ONEDIGITAL MANAGEMENT LLC	E	Control
ONEDIGITAL MANAGEMENT HOLDINGS LLC	DE	ONEDIGITAL MANAGEMENT LLC	E	Control
ONEDIGITAL MANAGEMENT HOLDINGS LLC	DE	ONEDIGITAL MANAGEMENT LLC	E	Control
ONEDIGITAL MANAGEMENT HOLDINGS LLC	DE	ONEDIGITAL MANAGEMENT LLC	E	Control
ONEDIGITAL MANAGEMENT HOLDINGS LLC	DE	ONEDIGITAL MANAGEMENT LLC	E	Control
ONEDIGITAL MANAGEMENT HOLDINGS LLC	DE	ONEDIGITAL MANAGEMENT LLC	E	Control
ONEDIGITAL MANAGEMENT HOLDINGS LLC	DE	ONEDIGITAL MANAGEMENT LLC	E	Control
ONEDIGITAL MANAGEMENT HOLDINGS LLC	DE	ONEDIGITAL MANAGEMENT LLC	E	Control
ONEDIGITAL MANAGEMENT HOLDINGS LLC	DE	ONEDIGITAL MANAGEMENT LLC	E	Control
ONEDIGITAL MANAGEMENT HOLDINGS LLC	DE	ONEDIGITAL MANAGEMENT LLC	E	Control
ONEDIGITAL MANAGEMENT HOLDINGS LLC	DE	ONEDIGITAL MANAGEMENT LLC	E	Control
ONEDIGITAL MANAGEMENT HOLDINGS LLC	DE	ONEDIGITAL MANAGEMENT LLC	E	Control
ONEDIGITAL MANAGEMENT HOLDINGS LLC	DE	ONEDIGITAL MANAGEMENT LLC	E	Control
ONEDIGITAL MANAGEMENT HOLDINGS LLC	DE	ONEDIGITAL MANAGEMENT LLC	E	Control
ONEDIGITAL MANAGEMENT HOLDINGS LLC	DE	ONEDIGITAL MANAGEMENT LLC	E	Control
ONEDIGITAL TOPCO LLC	DE	DIGITAL INSURANCE HOLDINGS LLC	E	Control
ONEDIGITAL TOPCO LLC	DE	DIGITAL INSURANCE HOLDINGS LLC	E	Control
ONEDIGITAL TOPCO LLC	DE	DIGITAL INSURANCE HOLDINGS LLC	E	Control
ONEDIGITAL TOPCO LLC	DE	DIGITAL INSURANCE HOLDINGS LLC	E	Control
ONEDIGITAL TOPCO LLC	DE	DIGITAL INSURANCE HOLDINGS LLC	E	Control
ONEDIGITAL TOPCO LLC	DE	DIGITAL INSURANCE HOLDINGS LLC	E	Control
ONEDIGITAL TOPCO LLC	DE	DIGITAL INSURANCE HOLDINGS LLC	E	Control
ONEDIGITAL TOPCO LLC	DE	DIGITAL INSURANCE HOLDINGS LLC	E	Control
ONEDIGITAL TOPCO LLC	DE	DIGITAL INSURANCE HOLDINGS LLC	E	Control
ONEDIGITAL TOPCO LLC	DE	DIGITAL INSURANCE HOLDINGS LLC	E	Control
ONEDIGITAL TOPCO LLC	DE	ONEDIGITAL HOLDINGS LLC	E	Control
ONEDIGITAL TOPCO LLC	DE	ONEDIGITAL HOLDINGS LLC	E	Control
ONEDIGITAL TOPCO LLC	DE	ONEDIGITAL HOLDINGS LLC	E	Control
ONEDIGITAL TOPCO LLC	DE	ONEDIGITAL HOLDINGS LLC	E	Control
ONEDIGITAL TOPCO LLC	DE	ONEDIGITAL HOLDINGS LLC	E	Control
ONEX OD BLOCKER INC.	DE	ONEX OD BLOCKER SUB INC.	E	Control
ONEX OD BLOCKER INC.	DE	ONEX OD BLOCKER SUB INC.	E	Control
ONEX OD BLOCKER INC.	DE	ONEX OD BLOCKER SUB INC.	E	Control
ONEX OD BLOCKER INC.	DE	ONEX OD BLOCKER SUB INC.	E	Control
ONEX OD BLOCKER INC.	DE	ONEX OD BLOCKER SUB INC.	E	Control
ONEX OD BLOCKER INC.	DE	ONEX OD BLOCKER SUB INC.	E	Control
ONEX OD BLOCKER INC.	DE	ONEX OD BLOCKER SUB INC.	E	Control
ONEX OD BLOCKER INC.	DE	ONEX OD BLOCKER SUB INC.	E	Control
ONEX OD BLOCKER INC.	DE	ONEX OD BLOCKER SUB INC.	E	Control
ONEX OD BLOCKER INC.	DE	ONEX OD BLOCKER SUB INC.	E	Control
ONEX OD BLOCKER SUB INC.	DE	ONEDIGITAL BLOCKER INC.	E	Control
ONEX OD BLOCKER SUB INC.	DE	ONEDIGITAL BLOCKER INC.	E	Control
ONEX OD BLOCKER SUB INC.	DE	ONEDIGITAL BLOCKER INC.	E	Control
ONEX OD BLOCKER SUB INC.	DE	ONEDIGITAL BLOCKER INC.	E	Control
ONEX OD BLOCKER SUB INC.	DE	ONEDIGITAL BLOCKER INC.	E	Control
ONEX OD BLOCKER SUB INC.	DE	ONEDIGITAL BLOCKER INC.	E	Control
ONEX OD BLOCKER SUB INC.	DE	ONEDIGITAL BLOCKER INC.	E	Control
ONEX OD BLOCKER SUB INC.	DE	ONEDIGITAL BLOCKER INC.	E	Control
ONEX OD BLOCKER SUB INC.	DE	ONEDIGITAL BLOCKER INC.	E	Control
ONEX OD BLOCKER SUB INC.	DE	ONEDIGITAL BLOCKER INC.	E	Control
ONEX OD LIMITED PARTNERSHIP	DE	ONEX OD HOLDINGS INC.	E	Control
ONEX OD LIMITED PARTNERSHIP	DE	ONEX OD HOLDINGS, INC.	E	Control
WHITE, NATHAN, DAVID	I	TEROS ADVISORS, LLC	E
WHITE, NATHAN, DAVID	I	TEROS ADVISORS, LLC	E
WHITE, NATHAN, DAVID	I	TEROS ADVISORS, LLC	E
WHITE, NATHAN, DAVID	I	TEROS ADVISORS, LLC	E
Anderson, David, Allen	I	SHA RETIREMENT GROUP, INC.	D
Anderson, David, Allen	I	SHA RETIREMENT GROUP, INC.	D
Anderson, David, Allen	I	SHA RETIREMENT GROUP, INC.	D
Anderson, David, Allen	I	SHA RETIREMENT GROUP, INC.	D
BUKATY, MICHAEL, JOSEPH	I	OCI	D	Control
BUKATY, MICHAEL, JOSEPH	I	OCI	D	Control
BUKATY, MICHAEL, JOSEPH	I	OCI	D	Control
BUKATY, MICHAEL, JOSEPH	I	OCI	D	Control
BUKATY, MICHAEL, JOSEPH	I	OCI	D	Control
BUKATY, MICHAEL, JOSEPH	I	OCI	D	Control
BUKATY, MICHAEL, JOSEPH	I	OCI	D	Control
BUKATY, MICHAEL, JOSEPH	I	OCI	D	Control
BUKATY, MICHAEL, JOSEPH	I	OCI	D	Control
BUKATY, MICHAEL, JOSEPH	I	OCI	D	Control
BUKATY, MICHAEL, JOSEPH	I	OCI	D	Control
BUKATY, MICHAEL, JOSEPH	I	OCI	D	Control
BUKATY, MICHAEL, JOSEPH	I	OCI	D	Control
BUKATY, MICHAEL, JOSEPH	I	OCI	D	Control
BUKATY, MICHAEL, JOSEPH	I	OCI	D	Control
BUKATY, MICHAEL, JOSEPH	I	OCI	D	Control
BUKATY, MICHAEL, JOSEPH	I	OCI	D	Control
BUKATY, MICHAEL, JOSEPH	I	OCI	D	Control
BUKATY, MICHAEL, JOSEPH	I	OCI	D	Control
BUKATY, MICHAEL, JOSEPH	I	OCI	D	Control
BUKATY, MICHAEL, JOSEPH	I	OCI	D	Control
BUKATY, MICHAEL, JOSEPH	I	OCI	D	Control
BUKATY, MICHAEL, JOSEPH	I	OCI	D	Control
BUKATY, MICHAEL, JOSEPH	I	OCI	D	Control
BUKATY, MICHAEL, JOSEPH	I	OCI	D	Control
BUKATY, MICHAEL, JOSEPH	I	OCI	D	Control
BUKATY, MICHAEL, JOSEPH	I	OCI	D	Control
BUKATY, MICHAEL, JOSEPH	I	OCI	D	Control
BUKATY, MICHAEL, JOSEPH	I	OCI	D	Control
BUKATY, MICHAEL, JOSEPH	I	OCI	D	Control
BUKATY, MICHAEL, JOSEPH	I	OCI	D	Control
BUKATY, MICHAEL, JOSEPH	I	OCI	D	Control
BUKATY, MICHAEL, JOSEPH	I	OCI	D	Control
BUKATY, MICHAEL, JOSEPH	I	OCI	D	Control
BUKATY, MICHAEL, JOSEPH	I	OCI	D	Control
BUKATY, MICHAEL, JOSEPH	I	OCI	D	Control
CHEPENIK, BARNETT, IRA	I	CHEPENIK MANAGEMENT, INC.	D
CHEPENIK, BARNETT, IRA	I	CHEPENIK MANAGEMENT, INC.	D
CHEPENIK, BARNETT, IRA	I	CHEPENIK MANAGEMENT, INC.	D
CHEPENIK, BARNETT, IRA	I	CHEPENIK MANAGEMENT, INC.	D
CHEPENIK, JASON, KYLE	I	CHEPENIK MANAGEMENT, INC.	D
CHEPENIK, JASON, KYLE	I	CHEPENIK MANAGEMENT, INC.	D
CHEPENIK, JASON, KYLE	I	CHEPENIK MANAGEMENT, INC.	D
CHEPENIK, JASON, KYLE	I	CHEPENIK MANAGEMENT, INC.	D
DALL, Brayden, DEXTER	I	401K ADVISORS INTERMOUNTAIN, INC.	D
DALL, Brayden, DEXTER	I	401K ADVISORS INTERMOUNTAIN, INC.	D
DALL, Brayden, DEXTER	I	401K ADVISORS INTERMOUNTAIN, INC.	D
DALL, Brayden, DEXTER	I	401K ADVISORS INTERMOUNTAIN, INC.	D
DALL, CORBY, NORMAN	I	401K ADVISORS INTERMOUNTAIN, INC.	D
DALL, CORBY, NORMAN	I	401K ADVISORS INTERMOUNTAIN, INC.	D
DALL, CORBY, NORMAN	I	401K ADVISORS INTERMOUNTAIN, INC.	D
DALL, CORBY, NORMAN	I	401K ADVISORS INTERMOUNTAIN, INC.	D
GULSETH, MATTHEW, JAMES	I	CHANNEL BROKERAGE, LLC	D
GULSETH, MATTHEW, JAMES	I	CHANNEL BROKERAGE, LLC	D
GULSETH, MATTHEW, JAMES	I	CHANNEL BROKERAGE, LLC	D
GULSETH, MATTHEW, JAMES	I	CHANNEL BROKERAGE, LLC	D
MCDONALD, JAMES, DEAN	I	CHANNEL BROKERAGE, LLC	D
MCDONALD, JAMES, DEAN	I	CHANNEL BROKERAGE, LLC	D
MCDONALD, JAMES, DEAN	I	CHANNEL BROKERAGE, LLC	D
MCDONALD, JAMES, DEAN	I	CHANNEL BROKERAGE, LLC	D
MORRIS, VINCENT, LEE	I	BUKATY MORRIS RIA HOLDINGS, INC.	D	Control
MORRIS, VINCENT, LEE	I	BUKATY MORRIS RIA HOLDINGS, INC.	D	Control
MORRIS, VINCENT, LEE	I	BUKATY MORRIS RIA HOLDINGS, INC.	D	Control
MORRIS, VINCENT, LEE	I	BUKATY MORRIS RIA HOLDINGS, INC.	D	Control
MORRIS, VINCENT, LEE	I	BUKATY MORRIS RIA HOLDINGS, INC.	D	Control
NEW MOUNTAIN PARTNERS V (AIV-A), L.P.	DE	DIGITAL INSURANCE, LLC	D	Control
NEW MOUNTAIN PARTNERS V (AIV-A), L.P.	DE	DIGITAL INSURANCE, LLC	D	Control
NEW MOUNTAIN PARTNERS V (AIV-A), L.P.	DE	DIGITAL INSURANCE, LLC	D	Control
NEW MOUNTAIN PARTNERS V (AIV-A), L.P.	DE	DIGITAL INSURANCE, LLC	D	Control
NEW MOUNTAIN PARTNERS V (AIV-A), L.P.	DE	DIGITAL INSURANCE, LLC	D	Control
OAKESON, DOUGLAS, EUGENE	I	OSL, INC.	D
OAKESON, DOUGLAS, EUGENE	I	OSL, INC.	D
OAKESON, DOUGLAS, EUGENE	I	OSL, INC.	D
OAKESON, DOUGLAS, EUGENE	I	OSL, INC.	D
ONEX OD LIMITED PARTNERSHIP	DE	ONEX OD BLOCKER INC.	D	Control
ONEX OD LIMITED PARTNERSHIP	DE	ONEX OD BLOCKER INC.	D	Control
ONEX OD LIMITED PARTNERSHIP	DE	ONEX OD BLOCKER INC.	D	Control
ONEX OD LIMITED PARTNERSHIP	DE	ONEX OD BLOCKER INC.	D	Control
ONEX OD LIMITED PARTNERSHIP	DE	ONEX OD BLOCKER INC.	D	Control
ONEX OD LIMITED PARTNERSHIP	DE	ONEX OD BLOCKER INC.	D	Control
ONEX OD LIMITED PARTNERSHIP	DE	ONEX OD BLOCKER INC.	D	Control
ONEX OD LIMITED PARTNERSHIP	DE	ONEX OD BLOCKER INC.	D	Control
ONEX OD LIMITED PARTNERSHIP	DE	ONEX OD BLOCKER INC.	D	Control
ONEX OD LIMITED PARTNERSHIP	DE	ONEX OD BLOCKER INC.	D	Control
ONEX OD LIMITED PARTNERSHIP	DE	ONEX OD BLOCKER INC.	D	Control
ONEX OD LIMITED PARTNERSHIP	DE	ONEX OD BLOCKER INC.	D	Control
ONEX OD LIMITED PARTNERSHIP	DE	ONEX OD BLOCKER INC.	D	Control
ONEX OD LIMITED PARTNERSHIP	DE	ONEX OD BLOCKER INC.	D	Control
ONEX OD LIMITED PARTNERSHIP	DE	ONEX OD BLOCKER INC.	D	Control
ONEX OD LIMITED PARTNERSHIP	DE	ONEX OD BLOCKER INC.	D	Control
ONEX OD LIMITED PARTNERSHIP	DE	ONEX OD BLOCKER INC.	D	Control
ONEX OD LIMITED PARTNERSHIP	DE	ONEX OD BLOCKER INC.	D	Control
ONEX OD LIMITED PARTNERSHIP	DE	ONEX OD BLOCKER INC.	D	Control
ONEX OD LIMITED PARTNERSHIP	DE	ONEX OD BLOCKER INC.	D	Control
SNOOK, KELLEY, FAUSTIN	I	SHA RETIREMENT GROUP, INC.	D
SNOOK, KELLEY, FAUSTIN	I	SHA RETIREMENT GROUP, INC.	D
SNOOK, KELLEY, FAUSTIN	I	SHA RETIREMENT GROUP, INC.	D
SNOOK, KELLEY, FAUSTIN	I	SHA RETIREMENT GROUP, INC.	D
Yost, Joshua, J	I	OSL, INC.	D
Yost, Joshua, J	I	OSL, INC.	D
Yost, Joshua, J	I	OSL, INC.	D
Yost, Joshua, J	I	OSL, INC.	D
ACHILLES MANAGEMENT LLC	DE	DIGITAL INSURANCE, LLC	C	Control
ACHILLES MANAGEMENT LLC	DE	DIGITAL INSURANCE, LLC	C	Control
ACHILLES MANAGEMENT LLC	DE	DIGITAL INSURANCE, LLC	C	Control
ACHILLES MANAGEMENT LLC	DE	DIGITAL INSURANCE, LLC	C	Control
ACHILLES MANAGEMENT LLC	DE	DIGITAL INSURANCE, LLC	C	Control
BUKATY, MICHAEL, JOSEPH	I	BUKATY MORRIS RIA HOLDINGS, INC.	C	Control
BUKATY, MICHAEL, JOSEPH	I	BUKATY MORRIS RIA HOLDINGS, INC.	C	Control
BUKATY, MICHAEL, JOSEPH	I	BUKATY MORRIS RIA HOLDINGS, INC.	C	Control
BUKATY, MICHAEL, JOSEPH	I	BUKATY MORRIS RIA HOLDINGS, INC.	C	Control
BUKATY, MICHAEL, JOSEPH	I	BUKATY MORRIS RIA HOLDINGS, INC.	C	Control
MORRIS, VINCENT, LEE	I	OCI	C	Control
MORRIS, VINCENT, LEE	I	OCI	C	Control
MORRIS, VINCENT, LEE	I	OCI	C	Control
MORRIS, VINCENT, LEE	I	OCI	C	Control
MORRIS, VINCENT, LEE	I	OCI	C	Control
MORRIS, VINCENT, LEE	I	OCI	C	Control
MORRIS, VINCENT, LEE	I	OCI	C	Control
MORRIS, VINCENT, LEE	I	OCI	C	Control
MORRIS, VINCENT, LEE	I	OCI	C	Control
MORRIS, VINCENT, LEE	I	OCI	C	Control
MORRIS, VINCENT, LEE	I	OCI	C	Control
MORRIS, VINCENT, LEE	I	OCI	C	Control
MORRIS, VINCENT, LEE	I	OCI	C	Control
MORRIS, VINCENT, LEE	I	OCI	C	Control
MORRIS, VINCENT, LEE	I	OCI	C	Control
MORRIS, VINCENT, LEE	I	OCI	C	Control
MORRIS, VINCENT, LEE	I	OCI	C	Control
MORRIS, VINCENT, LEE	I	OCI	C	Control
MORRIS, VINCENT, LEE	I	OCI	C	Control
MORRIS, VINCENT, LEE	I	OCI	C	Control
MORRIS, VINCENT, LEE	I	OCI	C	Control
MORRIS, VINCENT, LEE	I	OCI	C	Control
MORRIS, VINCENT, LEE	I	OCI	C	Control
MORRIS, VINCENT, LEE	I	OCI	C	Control
MORRIS, VINCENT, LEE	I	OCI	C	Control
MORRIS, VINCENT, LEE	I	OCI	C	Control
MORRIS, VINCENT, LEE	I	OCI	C	Control
MORRIS, VINCENT, LEE	I	OCI	C	Control
MORRIS, VINCENT, LEE	I	OCI	C	Control
MORRIS, VINCENT, LEE	I	OCI	C	Control
MORRIS, VINCENT, LEE	I	OCI	C	Control
MORRIS, VINCENT, LEE	I	OCI	C	Control
MORRIS, VINCENT, LEE	I	OCI	C	Control
MORRIS, VINCENT, LEE	I	OCI	C	Control
MORRIS, VINCENT, LEE	I	OCI	C	Control
MORRIS, VINCENT, LEE	I	OCI	C	Control
NEW MOUNTAIN PARTNERS V (AIV-A2), LP	DE	ONEX OD BLOCKER INC.	C	Control
NEW MOUNTAIN PARTNERS V (AIV-A2), LP	DE	ONEX OD BLOCKER INC.	C	Control
NEW MOUNTAIN PARTNERS V (AIV-A2), LP	DE	ONEX OD BLOCKER INC.	C	Control
NEW MOUNTAIN PARTNERS V (AIV-A2), LP	DE	ONEX OD BLOCKER INC.	C	Control
NEW MOUNTAIN PARTNERS V (AIV-A2), LP	DE	ONEX OD BLOCKER INC.	C	Control
NEW MOUNTAIN PARTNERS V (AIV-A2), LP	DE	ONEX OD BLOCKER INC.	C	Control
NEW MOUNTAIN PARTNERS V (AIV-A2), LP	DE	ONEX OD BLOCKER INC.	C	Control
NEW MOUNTAIN PARTNERS V (AIV-A2), LP	DE	ONEX OD BLOCKER INC.	C	Control
NEW MOUNTAIN PARTNERS V (AIV-A2), LP	DE	ONEX OD BLOCKER INC.	C	Control
NEW MOUNTAIN PARTNERS V (AIV-A2), LP	DE	ONEX OD BLOCKER INC.	C	Control
ONEDIGITAL MANAGEMENT LLC	DE	ONEDIGITAL TOPCO LLC	C	Control
ONEDIGITAL MANAGEMENT LLC	DE	ONEDIGITAL TOPCO LLC	C	Control
ONEDIGITAL MANAGEMENT LLC	DE	ONEDIGITAL TOPCO LLC	C	Control
ONEDIGITAL MANAGEMENT LLC	DE	ONEDIGITAL TOPCO LLC	C	Control
ONEDIGITAL MANAGEMENT LLC	DE	ONEDIGITAL TOPCO LLC	C	Control
ONEDIGITAL MANAGEMENT LLC	DE	ONEDIGITAL TOPCO LLC	C	Control
ONEDIGITAL MANAGEMENT LLC	DE	ONEDIGITAL TOPCO LLC	C	Control
ONEDIGITAL MANAGEMENT LLC	DE	ONEDIGITAL TOPCO LLC	C	Control
ONEDIGITAL MANAGEMENT LLC	DE	ONEDIGITAL TOPCO LLC	C	Control
ONEDIGITAL MANAGEMENT LLC	DE	ONEDIGITAL TOPCO LLC	C	Control
ONEDIGITAL MANAGEMENT LLC	DE	ONEDIGITAL TOPCO LLC	C	Control
ONEDIGITAL MANAGEMENT LLC	DE	ONEDIGITAL TOPCO LLC	C	Control
ONEDIGITAL MANAGEMENT LLC	DE	ONEDIGITAL TOPCO LLC	C	Control
ONEDIGITAL MANAGEMENT LLC	DE	ONEDIGITAL TOPCO LLC	C	Control
ONEDIGITAL MANAGEMENT LLC	DE	ONEDIGITAL TOPCO LLC	C	Control
ONEX OD HOLDINGS INC.	DE	ONEDIGITAL MANAGEMENT HOLDINGS LLC	C	Control
ONEX OD HOLDINGS INC.	DE	ONEDIGITAL MANAGEMENT HOLDINGS LLC	C	Control
ONEX OD HOLDINGS INC.	DE	ONEDIGITAL MANAGEMENT HOLDINGS LLC	C	Control
ONEX OD HOLDINGS INC.	DE	ONEDIGITAL MANAGEMENT HOLDINGS LLC	C	Control
ONEX OD HOLDINGS INC.	DE	ONEDIGITAL MANAGEMENT HOLDINGS LLC	C	Control
ONEX OD HOLDINGS INC.	DE	ONEDIGITAL MANAGEMENT HOLDINGS LLC	C	Control
ONEX OD HOLDINGS INC.	DE	ONEDIGITAL MANAGEMENT HOLDINGS LLC	C	Control
ONEX OD HOLDINGS INC.	DE	ONEDIGITAL MANAGEMENT HOLDINGS LLC	C	Control
ONEX OD HOLDINGS INC.	DE	ONEDIGITAL MANAGEMENT HOLDINGS LLC	C	Control
ONEX OD HOLDINGS INC.	DE	ONEDIGITAL MANAGEMENT HOLDINGS LLC	C	Control
ONEX OD HOLDINGS INC.	DE	ONEDIGITAL MANAGEMENT HOLDINGS LLC	C	Control
ONEX OD HOLDINGS, INC.	DE	ONEDIGITAL TOPCO LLC	C	Control
ONEX OD HOLDINGS, INC.	DE	ONEDIGITAL TOPCO LLC	C	Control
ONEX OD HOLDINGS, INC.	DE	ONEDIGITAL TOPCO LLC	C	Control
ONEX OD HOLDINGS, INC.	DE	ONEDIGITAL TOPCO LLC	C	Control
ONEX OD HOLDINGS, INC.	DE	ONEDIGITAL TOPCO LLC	C	Control
ONEX OD HOLDINGS, INC.	DE	ONEDIGITAL TOPCO LLC	C	Control
ONEX OD HOLDINGS, INC.	DE	ONEDIGITAL TOPCO LLC	C	Control
ONEX OD HOLDINGS, INC.	DE	ONEDIGITAL TOPCO LLC	C	Control
ONEX OD HOLDINGS, INC.	DE	ONEDIGITAL TOPCO LLC	C	Control
ONEX OD HOLDINGS, INC.	DE	ONEDIGITAL TOPCO LLC	C	Control
ONEX OD HOLDINGS, INC.	DE	ONEDIGITAL TOPCO LLC	C	Control
ONEX OD HOLDINGS, INC.	DE	ONEDIGITAL TOPCO LLC	C	Control
ONEX OD HOLDINGS, INC.	DE	ONEDIGITAL TOPCO LLC	C	Control
ONEX OD HOLDINGS, INC.	DE	ONEDIGITAL MANAGEMENT HOLDINGS LLC	C	Control
ONEX PARTNERS V LP	DE	ONEX OD LIMITED PARTNERSHIP	C	Control
ONEX PARTNERS V LP	DE	ONEX OD LIMITED PARTNERSHIP	C	Control
ONEX PARTNERS V LP	DE	ONEX OD LIMITED PARTNERSHIP	C	Control
ONEX PARTNERS V LP	DE	ONEX OD LIMITED PARTNERSHIP	C	Control
ONEX PARTNERS V LP	DE	ONEX OD LIMITED PARTNERSHIP	C	Control
ONEX PARTNERS V LP	DE	ONEX OD LIMITED PARTNERSHIP	C	Control
ONEX PARTNERS V LP	DE	ONEX OD LIMITED PARTNERSHIP	C	Control
ONEX PARTNERS V LP	DE	ONEX OD LIMITED PARTNERSHIP	C	Control
ONEX PARTNERS V LP	DE	ONEX OD LIMITED PARTNERSHIP	C	Control
ONEX PARTNERS V LP	DE	ONEX OD LIMITED PARTNERSHIP	C	Control

Registrations

Federal

Aug 19, 2025 REGISTERED

Notice Filings (52)

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