WIPFLI FINANCIAL ADVISORS, LLC
CRD #109983 SEC #801-56865 MILWAUKEE, WI 414-431-9300
SEC Registered
Total AUM
$5B
Discretionary
$4B
Employees
89
Clients
--
Accounts
7,507
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- MAY
- Registration Date
- --
- Latest Filing
- Jun 3, 2022
- Branch Offices
- 20
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BEKASOV, GENNADY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BEKASOV, GENNADY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BEKASOV, GENNADY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BEKASOV, GENNADY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BEKASOV, GENNADY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BEKASOV, GENNADY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BEKASOV, GENNADY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BEKASOV, GENNADY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BEKASOV, GENNADY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BEKASOV, GENNADY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BEKASOV, GENNADY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BEKASOV, GENNADY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BEKASOV, GENNADY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BEKASOV, GENNADY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BEKASOV, GENNADY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BEKASOV, GENNADY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BEKASOV, GENNADY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BEKASOV, GENNADY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BEKASOV, GENNADY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BEKASOV, GENNADY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BEKASOV, GENNADY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BEKASOV, GENNADY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BEKASOV, GENNADY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BEKASOV, GENNADY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BEKASOV, GENNADY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BEKASOV, GENNADY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BEKASOV, GENNADY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BEKASOV, GENNADY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BEKASOV, GENNADY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BEKASOV, GENNADY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BEKASOV, GENNADY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BEKASOV, GENNADY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BEKASOV, GENNADY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BEKASOV, GENNADY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BEKASOV, GENNADY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BUSSEL, JOHN, MATTHEW | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BUSSEL, JOHN, MATTHEW | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BUSSEL, JOHN, MATTHEW | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BUSSEL, JOHN, MATTHEW | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BUSSEL, JOHN, MATTHEW | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BUSSEL, JOHN, MATTHEW | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BUSSEL, JOHN, MATTHEW | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BUSSEL, JOHN, MATTHEW | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BUSSEL, JOHN, MATTHEW | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BUSSEL, JOHN, MATTHEW | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BUSSEL, JOHN, MATTHEW | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BUSSEL, JOHN, MATTHEW | I | CO-CHIEF INVESTMENT OFFICER | NA | Control |
| HASAN, RAFIA, KHUSHBAKHT | I | CO-CHIEF INVESTMENT OFFICER | NA | Control |
| HASAN, RAFIA, KHUSHBAKHT | I | CHIEF INVESTMENT OFFICER | NA | Control |
| HASAN, RAFIA, KHUSHBAKHT | I | CHIEF INVESTMENT OFFICER | NA | Control |
| HASAN, RAFIA, KHUSHBAKHT | I | CHIEF INVESTMENT OFFICER | NA | Control |
| HASAN, RAFIA, KHUSHBAKHT | I | CHIEF INVESTMENT OFFICER | NA | Control |
| HASAN, RAFIA, KHUSHBAKHT | I | CHIEF INVESTMENT OFFICER | NA | Control |
| HASAN, RAFIA, KHUSHBAKHT | I | CHIEF INVESTMENT OFFICER | NA | Control |
| HASAN, RAFIA, KHUSHBAKHT | I | CHIEF INVESTMENT OFFICER | NA | Control |
| HASAN, RAFIA, KHUSHBAKHT | I | CHIEF INVESTMENT OFFICER | NA | Control |
| HASAN, RAFIA, KHUSHBAKHT | I | CHIEF INVESTMENT OFFICER | NA | Control |
| HASAN, RAFIA, KHUSHBAKHT | I | CHIEF INVESTMENT OFFICER | NA | Control |
| HASAN, RAFIA, KHUSHBAKHT | I | CHIEF INVESTMENT OFFICER | NA | Control |
| HASAN, RAFIA, KHUSHBAKHT | I | CHIEF INVESTMENT OFFICER | NA | Control |
| HASAN, RAFIA, KHUSHBAKHT | I | CHIEF INVESTMENT OFFICER | NA | Control |
| HASAN, RAFIA, KHUSHBAKHT | I | CHIEF INVESTMENT OFFICER | NA | Control |
| HASAN, RAFIA, KHUSHBAKHT | I | CHIEF INVESTMENT OFFICER | NA | Control |
| HASAN, RAFIA, KHUSHBAKHT | I | CHIEF INVESTMENT OFFICER | NA | Control |
| HASAN, RAFIA, KHUSHBAKHT | I | CHIEF INVESTMENT OFFICER | NA | Control |
| HASAN, RAFIA, KHUSHBAKHT | I | CHIEF INVESTMENT OFFICER | NA | Control |
| HASAN, RAFIA, KHUSHBAKHT | I | CHIEF INVESTMENT OFFICER | NA | Control |
| HASAN, RAFIA, KHUSHBAKHT | I | CHIEF INVESTMENT OFFICER | NA | Control |
| HASAN, RAFIA, KHUSHBAKHT | I | CHIEF INVESTMENT OFFICER | NA | Control |
| HASAN, RAFIA, KHUSHBAKHT | I | CHIEF INVESTMENT OFFICER | NA | Control |
| HASAN, RAFIA, KHUSHBAKHT | I | CHIEF INVESTMENT OFFICER | NA | Control |
| HASAN, RAFIA, KHUSHBAKHT | I | CHIEF INVESTMENT OFFICER | NA | Control |
| HASAN, RAFIA, KHUSHBAKHT | I | CHIEF INVESTMENT OFFICER | NA | Control |
| HASAN, RAFIA, KHUSHBAKHT | I | CHIEF INVESTMENT OFFICER | NA | Control |
| HASAN, RAFIA, KHUSHBAKHT | I | CHIEF INVESTMENT OFFICER | NA | Control |
| HASAN, RAFIA, KHUSHBAKHT | I | CHIEF INVESTMENT OFFICER | NA | Control |
| HASAN, RAFIA, KHUSHBAKHT | I | CHIEF INVESTMENT OFFICER | NA | Control |
| HEWINS, ROGER, COLBURN | I | PRESIDENT | NA | Control |
| HEWINS, ROGER, COLBURN | I | PRESIDENT | NA | Control |
| HEWINS, ROGER, COLBURN | I | PRESIDENT | NA | Control |
| HEWINS, ROGER, COLBURN | I | PRESIDENT | NA | Control |
| HEWINS, ROGER, COLBURN | I | PRESIDENT | NA | Control |
| HEWINS, ROGER, COLBURN | I | PRESIDENT | NA | Control |
| HEWINS, ROGER, COLBURN | I | PRESIDENT | NA | Control |
| HEWINS, ROGER, COLBURN | I | PRESIDENT | NA | Control |
| KELVIE, DIANE, UNWIN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KELVIE, DIANE, UNWIN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KELVIE, DIANE, UNWIN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KELVIE, DIANE, UNWIN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KELVIE, DIANE, UNWIN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KELVIE, DIANE, UNWIN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KELVIE, DIANE, UNWIN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KELVIE, DIANE, UNWIN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KELVIE, DIANE, UNWIN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KELVIE, DIANE, UNWIN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KELVIE, DIANE, UNWIN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KELVIE, DIANE, UNWIN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KELVIE, DIANE, UNWIN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KELVIE, DIANE, UNWIN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KELVIE, DIANE, UNWIN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KELVIE, DIANE, UNWIN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KELVIE, DIANE, UNWIN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KELVIE, DIANE, UNWIN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KELVIE, DIANE, UNWIN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KELVIE, DIANE, UNWIN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KELVIE, DIANE, UNWIN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KELVIE, DIANE, UNWIN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KELVIE, DIANE, UNWIN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KELVIE, DIANE, UNWIN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KELVIE, DIANE, UNWIN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KELVIE, DIANE, UNWIN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KELVIE, DIANE, UNWIN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KELVIE, DIANE, UNWIN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KELVIE, DIANE, UNWIN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KELVIE, DIANE, UNWIN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KELVIE, DIANE, UNWIN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KELVIE, DIANE, UNWIN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KELVIE, DIANE, UNWIN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| NICHOLS, JULIE, RAE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| NICHOLS, JULIE, RAE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| NICHOLS, JULIE, RAE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| NICHOLS, JULIE, RAE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| NICHOLS, JULIE, RAE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| NICHOLS, JULIE, RAE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| NICHOLS, JULIE, RAE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| NICHOLS, JULIE, RAE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| NICHOLS, JULIE, RAE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| NICHOLS, JULIE, RAE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| NICHOLS, JULIE, RAE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| NICHOLS, JULIE, RAE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| NICHOLS, JULIE, RAE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| NICHOLS, JULIE, RAE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| NICHOLS, JULIE, RAE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| NICHOLS, JULIE, RAE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| NICHOLS, JULIE, RAE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| NICHOLS, JULIE, RAE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| NICHOLS, JULIE, RAE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| NICHOLS, JULIE, RAE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| NICHOLS, JULIE, RAE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| NICHOLS, JULIE, RAE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| NICHOLS, JULIE, RAE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| NICHOLS, JULIE, RAE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| NICHOLS, JULIE, RAE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| NICHOLS, JULIE, RAE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| NICHOLS, JULIE, RAE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| NICHOLS, JULIE, RAE | I | INTERIM CHIEF EXECUTIVE OFFICER/CHIEF OPERATING OFFICER/CHIEF FINANCIAL OFFICER | NA | Control |
| NICHOLS, JULIE, RAE | I | INTERIM CHIEF EXECUTIVE OFFICER/CHIEF OPERATING OFFICER/CHIEF FINANCIAL OFFICER | NA | Control |
| NICHOLS, JULIE, RAE | I | INTERIM CHIEF EXECUTIVE OFFICER/CHIEF OPERATING OFFICER/CHIEF FINANCIAL OFFICER | NA | Control |
| NICHOLS, JULIE, RAE | I | INTERIM CHIEF EXECUTIVE OFFICER/CHIEF OPERATING OFFICER/CHIEF FINANCIAL OFFICER | NA | Control |
| NICHOLS, JULIE, RAE | I | INTERIM CHIEF EXECUTIVE OFFICER/CHIEF OPERATING OFFICER/CHIEF FINANCIAL OFFICER | NA | Control |
| NICHOLS, JULIE, RAE | I | INTERIM CHIEF EXECUTIVE OFFICER/CHIEF OPERATING OFFICER/CHIEF FINANCIAL OFFICER | NA | Control |
| NICHOLS, JULIE, RAE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| NICHOLS, JULIE, RAE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| NICHOLS, JULIE, RAE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| NICHOLS, JULIE, RAE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| NICHOLS, JULIE, RAE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| NICHOLS, JULIE, RAE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| NICHOLS, JULIE, RAE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| NICHOLS, JULIE, RAE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| NICHOLS, JULIE, RAE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| NICHOLS, JULIE, RAE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| NICHOLS, JULIE, RAE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| NICHOLS, JULIE, RAE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| NICHOLS, JULIE, RAE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| NICHOLS, JULIE, RAE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| NICHOLS, JULIE, RAE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| NICHOLS, JULIE, RAE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| NICHOLS, JULIE, RAE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| NICHOLS, JULIE, RAE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| NICHOLS, JULIE, RAE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| NICHOLS, JULIE, RAE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| NICHOLS, JULIE, RAE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| NICHOLS, JULIE, RAE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| NICHOLS, JULIE, RAE | I | CHIEF FINANCIAL OFFICER | NA | Control |
| PETERSEN, KELEY, RENEE | I | CHIEF OPERATING OFFICER | NA | Control |
| PIERCE, JEFFREY, LAWRENCE | I | CHIEF EXECUTIVE OFFICER/PRESIDENT | NA | Control |
| PIERCE, JEFFREY, LAWRENCE | I | CHIEF EXECUTIVE OFFICER/PRESIDENT | NA | Control |
| PIERCE, JEFFREY, LAWRENCE | I | CHIEF EXECUTIVE OFFICER/PRESIDENT | NA | Control |
| PIERCE, JEFFREY, LAWRENCE | I | CHIEF EXECUTIVE OFFICER/PRESIDENT | NA | Control |
| PIERCE, JEFFREY, LAWRENCE | I | CHIEF EXECUTIVE OFFICER/PRESIDENT | NA | Control |
| PIERCE, JEFFREY, LAWRENCE | I | CHIEF EXECUTIVE OFFICER/PRESIDENT | NA | Control |
| PIERCE, JEFFREY, LAWRENCE | I | CHIEF EXECUTIVE OFFICER/PRESIDENT | NA | Control |
| PIERCE, JEFFREY, LAWRENCE | I | CHIEF EXECUTIVE OFFICER/PRESIDENT | NA | Control |
| PIERCE, JEFFREY, LAWRENCE | I | CHIEF EXECUTIVE OFFICER/PRESIDENT | NA | Control |
| PIERCE, JEFFREY, LAWRENCE | I | CHIEF EXECUTIVE OFFICER/PRESIDENT | NA | Control |
| PIERCE, JEFFREY, LAWRENCE | I | CHIEF EXECUTIVE OFFICER/PRESIDENT | NA | Control |
| PIERCE, JEFFREY, LAWRENCE | I | CHIEF EXECUTIVE OFFICER/PRESIDENT | NA | Control |
| PIERCE, JEFFREY, LAWRENCE | I | CHIEF EXECUTIVE OFFICER/PRESIDENT | NA | Control |
| PIERCE, JEFFREY, LAWRENCE | I | CHIEF EXECUTIVE OFFICER/PRESIDENT | NA | Control |
| PIERCE, JEFFREY, LAWRENCE | I | CHIEF EXECUTIVE OFFICER/PRESIDENT | NA | Control |
| PIERCE, JEFFREY, LAWRENCE | I | CHIEF EXECUTIVE OFFICER/PRESIDENT | NA | Control |
| PIERCE, JEFFREY, LAWRENCE | I | CHIEF EXECUTIVE OFFICER/PRESIDENT | NA | Control |
| PIERCE, JEFFREY, LAWRENCE | I | CHIEF EXECUTIVE OFFICER/PRESIDENT | NA | Control |
| PIERCE, JEFFREY, LAWRENCE | I | CHIEF EXECUTIVE OFFICER/PRESIDENT | NA | Control |
| PIERCE, JEFFREY, LAWRENCE | I | CHIEF EXECUTIVE OFFICER/PRESIDENT | NA | Control |
| PIERCE, JEFFREY, LAWRENCE | I | CHIEF EXECUTIVE OFFICER/PRESIDENT | NA | Control |
| PIERCE, JEFFREY, LAWRENCE | I | CHIEF EXECUTIVE OFFICER/PRESIDENT | NA | Control |
| PIERCE, JEFFREY, LAWRENCE | I | CHIEF EXECUTIVE OFFICER/PRESIDENT | NA | Control |
| POST, MARTHA, ROBERTS | I | CHIEF OPERATING OFFICER, CHIEF INVESTMENT OFFICER | NA | Control |
| POST, MARTHA, ROBERTS | I | CHIEF OPERATING OFFICER, CHIEF INVESTMENT OFFICER | NA | Control |
| POST, MARTHA, ROBERTS | I | CHIEF OPERATING OFFICER, CHIEF INVESTMENT OFFICER | NA | Control |
| POST, MARTHA, ROBERTS | I | CHIEF OPERATING OFFICER, CHIEF INVESTMENT OFFICER | NA | Control |
| POST, MARTHA, ROBERTS | I | CHIEF OPERATING OFFICER, CHIEF INVESTMENT OFFICER | NA | Control |
| POST, MARTHA, ROBERTS | I | CHIEF OPERATING OFFICER, CHIEF INVESTMENT OFFICER | NA | Control |
| POST, MARTHA, ROBERTS | I | CHIEF OPERATING OFFICER, CHIEF INVESTMENT OFFICER | NA | Control |
| POST, MARTHA, ROBERTS | I | CHIEF OPERATING OFFICER, CHIEF INVESTMENT OFFICER | NA | Control |
| POST, MARTHA, ROBERTS | I | CHIEF OPERATING OFFICER, CHIEF INVESTMENT OFFICER | NA | Control |
| POST, MARTHA, ROBERTS | I | CHIEF OPERATING OFFICER, CHIEF INVESTMENT OFFICER | NA | Control |
| POST, MARTHA, ROBERTS | I | CHIEF OPERATING OFFICER, CHIEF INVESTMENT OFFICER | NA | Control |
| POST, MARTHA, ROBERTS | I | CHIEF OPERATING OFFICER, CHIEF INVESTMENT OFFICER | NA | Control |
| POST, MARTHA, ROBERTS | I | CHIEF OPERATING OFFICER, CHIEF INVESTMENT OFFICER | NA | Control |
| POST, MARTHA, ROBERTS | I | CHIEF OPERATING OFFICER, CHIEF INVESTMENT OFFICER | NA | Control |
| POST, MARTHA, ROBERTS | I | CHIEF OPERATING OFFICER, CHIEF INVESTMENT OFFICER | NA | Control |
| POST, MARTHA, ROBERTS | I | CHIEF OPERATING OFFICER, CHIEF INVESTMENT OFFICER | NA | Control |
| POST, MARTHA, ROBERTS | I | CHIEF OPERATING OFFICER, CHIEF INVESTMENT OFFICER | NA | Control |
| POST, MARTHA, ROBERTS | I | CHIEF OPERATING OFFICER, CHIEF INVESTMENT OFFICER | NA | Control |
| POST, MARTHA, ROBERTS | I | CHIEF OPERATING OFFICER, CHIEF INVESTMENT OFFICER | NA | Control |
| POST, MARTHA, ROBERTS | I | CHIEF OPERATING OFFICER, CHIEF INVESTMENT OFFICER | NA | Control |
| POST, MARTHA, ROBERTS | I | CHIEF OPERATING OFFICER, CHIEF INVESTMENT OFFICER | NA | Control |
| POST, MARTHA, ROBERTS | I | CHIEF OPERATING OFFICER, CHIEF INVESTMENT OFFICER | NA | Control |
| POST, MARTHA, ROBERTS | I | CHIEF OPERATING OFFICER, CHIEF INVESTMENT OFFICER | NA | Control |
| POST, MARTHA, ROBERTS | I | CHIEF OPERATING OFFICER, CHIEF INVESTMENT OFFICER | NA | Control |
| POST, MARTHA, ROBERTS | I | CHIEF OPERATING OFFICER, CHIEF INVESTMENT OFFICER | NA | Control |
| POST, MARTHA, ROBERTS | I | CHIEF OPERATING OFFICER, CHIEF INVESTMENT OFFICER | NA | Control |
| POST, MARTHA, ROBERTS | I | CHIEF OPERATING OFFICER, CHIEF INVESTMENT OFFICER | NA | Control |
| POST, MARTHA, ROBERTS | I | CHIEF OPERATING OFFICER, CHIEF INVESTMENT OFFICER | NA | Control |
| POST, MARTHA, ROBERTS | I | CHIEF OPERATING OFFICER, CHIEF INVESTMENT OFFICER | NA | Control |
| POST, MARTHA, ROBERTS | I | CHIEF OPERATING OFFICER, CHIEF INVESTMENT OFFICER | NA | Control |
| POST, MARTHA, ROBERTS | I | CHIEF OPERATING OFFICER, CHIEF INVESTMENT OFFICER | NA | Control |
| POST, MARTHA, ROBERTS | I | CHIEF OPERATING OFFICER, CHIEF INVESTMENT OFFICER | NA | Control |
| POST, MARTHA, ROBERTS | I | CHIEF OPERATING OFFICER, CHIEF INVESTMENT OFFICER | NA | Control |
| POST, MARTHA, ROBERTS | I | CHIEF OPERATING OFFICER, CHIEF INVESTMENT OFFICER | NA | Control |
| POST, MARTHA, ROBERTS | I | CHIEF OPERATING OFFICER, CHIEF INVESTMENT OFFICER | NA | Control |
| POST, MARTHA, ROBERTS | I | CHIEF OPERATING OFFICER, CHIEF INVESTMENT OFFICER | NA | Control |
| POST, MARTHA, ROBERTS | I | CHIEF OPERATING OFFICER, CHIEF INVESTMENT OFFICER | NA | Control |
| POST, MARTHA, ROBERTS | I | CHIEF OPERATING OFFICER, CHIEF INVESTMENT OFFICER | NA | Control |
| POST, MARTHA, ROBERTS | I | CHIEF OPERATING OFFICER, CHIEF INVESTMENT OFFICER | NA | Control |
| POST, MARTHA, ROBERTS | I | CHIEF OPERATING OFFICER, CHIEF INVESTMENT OFFICER | NA | Control |
| POST, MARTHA, ROBERTS | I | CHIEF OPERATING OFFICER, CHIEF INVESTMENT OFFICER | NA | Control |
| POST, MARTHA, ROBERTS | I | CHIEF OPERATING OFFICER | NA | Control |
| POST, MARTHA, ROBERTS | I | CHIEF OPERATING OFFICER | NA | Control |
| POST, MARTHA, ROBERTS | I | CHIEF OPERATING OFFICER | NA | Control |
| POST, MARTHA, ROBERTS | I | CHIEF OPERATING OFFICER | NA | Control |
| POST, MARTHA, ROBERTS | I | CHIEF OPERATING OFFICER | NA | Control |
| POST, MARTHA, ROBERTS | I | CHIEF OPERATING OFFICER | NA | Control |
| POST, MARTHA, ROBERTS | I | CHIEF OPERATING OFFICER | NA | Control |
| POST, MARTHA, ROBERTS | I | CHIEF OPERATING OFFICER | NA | Control |
| POST, MARTHA, ROBERTS | I | CHIEF OPERATING OFFICER | NA | Control |
| POST, MARTHA, ROBERTS | I | CHIEF OPERATING OFFICER | NA | Control |
| POST, MARTHA, ROBERTS | I | CHIEF OPERATING OFFICER | NA | Control |
| POST, MARTHA, ROBERTS | I | CHIEF OPERATING OFFICER | NA | Control |
| RAMSDEN, NAOMI, ROBINSON | I | CHIEF COMPLIANCE OFFICER | NA | |
| RAMSDEN, NAOMI, ROBINSON | I | CHIEF COMPLIANCE OFFICER | NA | |
| RAMSDEN, NAOMI, ROBINSON | I | CHIEF COMPLIANCE OFFICER | NA | |
| RAMSDEN, NAOMI, ROBINSON | I | GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER | NA | |
| RAMSDEN, NAOMI, ROBINSON | I | GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER | NA | |
| RAMSDEN, NAOMI, ROBINSON | I | GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER | NA | |
| RAMSDEN, NAOMI, ROBINSON | I | GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER | NA | |
| RAMSDEN, NAOMI, ROBINSON | I | CHIEF COMPLIANCE OFFICER | NA | |
| RAMSDEN, NAOMI, ROBINSON | I | CHIEF COMPLIANCE OFFICER | NA | |
| RAMSDEN, NAOMI, ROBINSON | I | CHIEF COMPLIANCE OFFICER | NA | |
| RAMSDEN, NAOMI, ROBINSON | I | GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER | NA | |
| RAMSDEN, NAOMI, ROBINSON | I | GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER | NA | |
| RAMSDEN, NAOMI, ROBINSON | I | GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER | NA | |
| RAMSDEN, NAOMI, ROBINSON | I | CHIEF COMPLIANCE OFFICER | NA | |
| RAMSDEN, NAOMI, ROBINSON | I | GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER | NA | |
| RAMSDEN, NAOMI, ROBINSON | I | GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER | NA | |
| RAMSDEN, NAOMI, ROBINSON | I | GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER | NA | |
| RAMSDEN, NAOMI, ROBINSON | I | GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER | NA | |
| RAMSDEN, NAOMI, ROBINSON | I | GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER | NA | |
| REDMAN, CONNIE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| THE ADVISORY GROUP OF SAN FRANCISCO | DE | MEMBER | NA | Control |
| THE ADVISORY GROUP OF SAN FRANCISCO | DE | MEMBER | NA | Control |
| THE ADVISORY GROUP OF SAN FRANCISCO | DE | MEMBER | NA | Control |
| THE ADVISORY GROUP OF SAN FRANCISCO | DE | MEMBER | NA | Control |
| THE ADVISORY GROUP OF SAN FRANCISCO | DE | MEMBER | NA | Control |
| THE ADVISORY GROUP OF SAN FRANCISCO | DE | MEMBER | NA | Control |
| THE ADVISORY GROUP OF SAN FRANCISCO | DE | MEMBER | NA | Control |
| THE ADVISORY GROUP OF SAN FRANCISCO | DE | MEMBER | NA | Control |
| HEWINS, ROGER | I | MEMBER/PRESIDENT | E | Control |
| HEWINS, ROGER | I | MEMBER/PRESIDENT | E | Control |
| HEWINS, ROGER | I | MEMBER/PRESIDENT | E | Control |
| WIPFLI FINANCIAL, LLC | DE | MEMBER | E | Control |
| WIPFLI FINANCIAL, LLC | DE | MEMBER | E | Control |
| WIPFLI FINANCIAL, LLC | DE | MEMBER | E | Control |
| WIPFLI FINANCIAL, LLC | DE | MEMBER | E | Control |
| WIPFLI FINANCIAL, LLC | DE | MEMBER | E | Control |
| WIPFLI FINANCIAL, LLC | DE | MEMBER | E | Control |
| WIPFLI FINANCIAL, LLC | DE | MEMBER | E | Control |
| WIPFLI FINANCIAL, LLC | DE | MEMBER | E | Control |
| WIPFLI FINANCIAL, LLC | DE | MEMBER | E | Control |
| WIPFLI FINANCIAL, LLC | DE | MEMBER | E | Control |
| WIPFLI FINANCIAL, LLC | DE | MEMBER | E | Control |
| WIPFLI FINANCIAL, LLC | DE | MEMBER | E | Control |
| WIPFLI FINANCIAL, LLC | DE | MEMBER | E | Control |
| WIPFLI FINANCIAL, LLC | DE | MEMBER | E | Control |
| WIPFLI FINANCIAL, LLC | DE | MEMBER | E | Control |
| WIPFLI FINANCIAL, LLC | DE | MEMBER | E | Control |
| WIPFLI FINANCIAL, LLC | DE | MEMBER | E | Control |
| WIPFLI FINANCIAL, LLC | DE | MEMBER | E | Control |
| WIPFLI FINANCIAL, LLC | DE | MEMBER | E | Control |
| WIPFLI FINANCIAL, LLC | DE | MEMBER | E | Control |
| WIPFLI FINANCIAL, LLC | DE | MEMBER | E | Control |
| WIPFLI FINANCIAL, LLC | DE | MEMBER | E | Control |
| WIPFLI FINANCIAL, LLC | DE | MEMBER | E | Control |
| WIPFLI FINANCIAL, LLC | DE | MEMBER | E | Control |
| WIPFLI FINANCIAL, LLC | DE | MEMBER | E | Control |
| WIPFLI FINANCIAL, LLC | DE | MEMBER | E | Control |
| WIPFLI FINANCIAL, LLC | DE | MEMBER | E | Control |
| WIPFLI FINANCIAL, LLC | DE | MEMBER | E | Control |
| WIPFLI FINANCIAL, LLC | DE | MEMBER | E | Control |
| WIPFLI FINANCIAL, LLC | DE | MEMBER | E | Control |
| WIPFLI FINANCIAL, LLC | DE | MEMBER | E | Control |
| WIPFLI FINANCIAL, LLC | DE | MEMBER | E | Control |
| HEWINS, ROGER | I | MEMBER/PRESIDENT | D | Control |
| HEWINS, ROGER | I | MEMBER/PRESIDENT | D | Control |
| HEWINS, ROGER, COLBURN | I | MEMBER/PRESIDENT | D | Control |
| HEWINS, ROGER, COLBURN | I | MEMBER/PRESIDENT | D | Control |
| HEWINS, ROGER, COLBURN | I | MEMBER/PRESIDENT | D | Control |
| HEWINS, ROGER, COLBURN | I | MEMBER/PRESIDENT | D | Control |
| HEWINS, ROGER, COLBURN | I | MEMBER/PRESIDENT | D | Control |
| HEWINS, ROGER, COLBURN | I | MEMBER/PRESIDENT | D | Control |
| HEWINS, ROGER, COLBURN | I | MEMBER/PRESIDENT | D | Control |
| HEWINS, ROGER, COLBURN | I | MEMBER/PRESIDENT | D | Control |
| HEWINS, ROGER, COLBURN | I | MEMBER/PRESIDENT | D | Control |
| HEWINS, ROGER, COLBURN | I | MEMBER/PRESIDENT | D | Control |
| HEWINS, ROGER, COLBURN | I | MEMBER/PRESIDENT | D | Control |
| HEWINS, ROGER, COLBURN | I | MEMBER/PRESIDENT | D | Control |
| HEWINS, ROGER, COLBURN | I | MEMBER/PRESIDENT | D | Control |
| HEWINS, ROGER, COLBURN | I | MEMBER/PRESIDENT | D | Control |
| HEWINS, ROGER, COLBURN | I | MEMBER/PRESIDENT | D | Control |
| HEWINS, ROGER, COLBURN | I | MEMBER/PRESIDENT | D | Control |
| HEWINS, ROGER, COLBURN | I | MEMBER/PRESIDENT | D | Control |
| HEWINS, ROGER, COLBURN | I | MEMBER/PRESIDENT | D | Control |
| HEWINS, ROGER, COLBURN | I | MEMBER/PRESIDENT | D | Control |
| HEWINS, ROGER, COLBURN | I | MEMBER/PRESIDENT | D | Control |
| HEWINS, ROGER, COLBURN | I | MEMBER/PRESIDENT | D | Control |
| HEWINS, ROGER, COLBURN | I | MEMBER/PRESIDENT | D | Control |
| HEWINS, ROGER, COLBURN | I | MEMBER/PRESIDENT | D | Control |
| HEWINS, ROGER, COLBURN | I | MEMBER/PRESIDENT | D | Control |
| HEWINS, ROGER, COLBURN | I | MEMBER/PRESIDENT | D | Control |
| HEWINS, ROGER, COLBURN | I | MEMBER/PRESIDENT | D | Control |
| WIPFLI FINANCIAL, LLC | DE | MEMBER | D | Control |
| WIPFLI FINANCIAL, LLC | DE | MEMBER | D | Control |
| WIPFLI FINANCIAL, LLC | DE | MEMBER | D | Control |
| WIPFLI FINANCIAL, LLC | DE | MEMBER | D | Control |
| WIPFLI FINANCIAL, LLC | DE | MEMBER | D | Control |
| WIPFLI FINANCIAL, LLC | DE | MEMBER | D | Control |
| WIPFLI FINANCIAL, LLC | DE | MEMBER | D | Control |
| WIPFLI FINANCIAL, LLC | DE | MEMBER | D | Control |
| WIPFLI FINANCIAL, LLC | DE | MEMBER | D | Control |
| WIPFLI FINANCIAL, LLC | DE | MEMBER | D | Control |
| WIPFLI FINANCIAL, LLC | DE | MEMBER | D | Control |
| WIPFLI FINANCIAL, LLC | DE | MEMBER | D | Control |
| WIPFLI FINANCIAL, LLC | DE | MEMBER | D | Control |
| WIPFLI FINANCIAL, LLC | DE | MEMBER | D | Control |
| WIPFLI FINANCIAL, LLC | DE | MEMBER | D | Control |
| WIPFLI FINANCIAL, LLC | DE | MEMBER | D | Control |
| WIPFLI FINANCIAL, LLC | DE | MEMBER | D | Control |
| WIPFLI FINANCIAL, LLC | DE | MEMBER | D | Control |
| WIPFLI FINANCIAL, LLC | DE | MEMBER | D | Control |
| WIPFLI FINANCIAL, LLC | DE | MEMBER | D | Control |
| WIPFLI FINANCIAL, LLC | DE | MEMBER | D | Control |
| WIPFLI FINANCIAL, LLC | DE | MEMBER | D | Control |
| WIPFLI FINANCIAL, LLC | DE | MEMBER | D | Control |
| WIPFLI FINANCIAL, LLC | DE | MEMBER | D | Control |
| WIPFLI FINANCIAL, LLC | DE | MEMBER | D | Control |
| WIPFLI FINANCIAL, LLC | DE | MEMBER | D | Control |
| WIPFLI FINANCIAL, LLC | DE | MEMBER | D | Control |
| WIPFLI FINANCIAL, LLC | DE | MEMBER | D | Control |
| WIPFLI FINANCIAL, LLC | DE | MEMBER | D | Control |
| WIPFLI FINANCIAL, LLC | DE | MEMBER | D | Control |
| HEWINS, ROGER, COLBURN | I | MEMBER/PRESIDENT | C | Control |
| HEWINS, ROGER, COLBURN | I | MEMBER/PRESIDENT | C | Control |
| HEWINS, ROGER, COLBURN | I | MEMBER/PRESIDENT | C | Control |
| HEWINS, ROGER, COLBURN | I | MEMBER/PRESIDENT | C | Control |
| HEWINS, ROGER, COLBURN | I | MEMBER/PRESIDENT | C | Control |
| HEWINS, ROGER, COLBURN | I | MEMBER/PRESIDENT | C | Control |
| HEWINS, ROGER, COLBURN | I | MEMBER/PRESIDENT | C | Control |
| HEWINS, ROGER, COLBURN | I | MEMBER/PRESIDENT | C | Control |
| HEWINS, ROGER, COLBURN | I | MEMBER/PRESIDENT | C | Control |
| HEWINS, ROGER, COLBURN | I | MEMBER/PRESIDENT | C | Control |
| HEWINS, ROGER, COLBURN | I | MEMBER/PRESIDENT | C | Control |
| HEWINS, ROGER, COLBURN | I | MEMBER/PRESIDENT | C | Control |
| HEWINS, ROGER, COLBURN | I | MEMBER/PRESIDENT | C | Control |
| HEWINS, ROGER, COLBURN | I | MEMBER/PRESIDENT | C | Control |
| HEWINS, ROGER, COLBURN | I | MEMBER/PRESIDENT | C | Control |
| HEWINS, ROGER, COLBURN | I | MEMBER/PRESIDENT | C | Control |
| HEWINS, ROGER, COLBURN | I | MEMBER/PRESIDENT | C | Control |
| HEWINS, ROGER, COLBURN | I | MEMBER/PRESIDENT | C | Control |
| HEWINS, ROGER, COLBURN | I | MEMBER/PRESIDENT | C | Control |
| HEWINS, ROGER, COLBURN | I | MEMBER/PRESIDENT | C | Control |
| HEWINS, ROGER, COLBURN | I | MEMBER/PRESIDENT | C | Control |
| HEWINS, ROGER, COLBURN | I | MEMBER/PRESIDENT | C | Control |
| HEWINS, ROGER, COLBURN | I | MEMBER/PRESIDENT | C | Control |
| HEWINS, ROGER, COLBURN | I | MEMBER/PRESIDENT | C | Control |
| HEWINS, ROGER, COLBURN | I | MEMBER/PRESIDENT | C | Control |
| WIPFLI FINANCIAL, LLC | DE | MEMBER | C | |
| WIPFLI FINANCIAL, LLC | DE | MEMBER | C | |
| WIPFLI FINANCIAL, LLC | DE | MEMBER | C | |
| WIPFLI FINANCIAL, LLC | DE | MEMBER | C | |
| WIPFLI FINANCIAL, LLC | DE | MEMBER | C | |
| WIPFLI FINANCIAL, LLC | DE | MEMBER | C | |
| WIPFLI FINANCIAL, LLC | DE | MEMBER | C | |
| WIPFLI FINANCIAL, LLC | DE | MEMBER | C | |
| WIPFLI FINANCIAL, LLC | DE | MEMBER | B | |
| WIPFLI FINANCIAL, LLC | DE | MEMBER | B | |
| WIPFLI FINANCIAL, LLC | DE | MEMBER | B | |
| WIPFLI FINANCIAL, LLC | DE | MEMBER | B | |
| WIPFLI FINANCIAL, LLC | DE | MEMBER | B | |
| WIPFLI FINANCIAL, LLC | DE | MEMBER | B | |
| WIPFLI FINANCIAL, LLC | DE | MEMBER | B | |
| WIPFLI FINANCIAL, LLC | DE | MEMBER | B | |
| WIPFLI FINANCIAL, LLC | DE | MEMBER | B | |
| WIPFLI FINANCIAL, LLC | DE | MEMBER | B | |
| WIPFLI FINANCIAL, LLC | DE | MEMBER | B | |
| WIPFLI FINANCIAL, LLC | DE | MEMBER | B | |
| WIPFLI FINANCIAL, LLC | DE | MEMBER | B | |
| WIPFLI FINANCIAL, LLC | DE | MEMBER | B | |
| WIPFLI FINANCIAL, LLC | DE | MEMBER | B | |
| WIPFLI FINANCIAL, LLC | DE | MEMBER | B | |
| WIPFLI FINANCIAL, LLC | DE | MEMBER | B | |
| WIPFLI FINANCIAL, LLC | DE | MEMBER | B | |
| WIPFLI FINANCIAL, LLC | DE | MEMBER | B | |
| WIPFLI FINANCIAL, LLC | DE | MEMBER | B | |
| WIPFLI FINANCIAL, LLC | DE | MEMBER | B | |
| WIPFLI FINANCIAL, LLC | DE | MEMBER | B | |
| WIPFLI FINANCIAL, LLC | DE | MEMBER | B | |
| WIPFLI FINANCIAL, LLC | DE | MEMBER | B | |
| WIPFLI FINANCIAL, LLC | DE | MEMBER | B | |
| WIPFLI FINANCIAL, LLC | DE | MEMBER | B | |
| BUSSEL, JOHN, MATTHEW | I | MEMBER | A | |
| BUSSEL, JOHN, MATTHEW | I | MEMBER | A | |
| BUSSEL, JOHN, MATTHEW | I | MEMBER | A | |
| BUSSEL, JOHN, MATTHEW | I | MEMBER | A | |
| BUSSEL, JOHN, MATTHEW | I | MEMBER | A | |
| BUSSEL, JOHN, MATTHEW | I | MEMBER | A | |
| BUSSEL, JOHN, MATTHEW | I | MEMBER | A | |
| BUSSEL, JOHN, MATTHEW | I | MEMBER | A | |
| BUSSEL, JOHN, MATTHEW | I | MEMBER | A | |
| BUSSEL, JOHN, MATTHEW | I | MEMBER | A | |
| BUSSEL, JOHN, MATTHEW | I | MEMBER | A | |
| BUSSEL, JOHN, MATTHEW | I | MEMBER | A | |
| BUSSEL, JOHN, MATTHEW | I | MEMBER | A |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| HEWINS, ROGER, COLBURN | I | WIPFLI FINANCIAL, LLC | F | Control |
| HEWINS, ROGER, COLBURN | I | WIPFLI FINANCIAL, LLC | F | Control |
| HEWINS, ROGER, COLBURN | I | WIPFLI FINANCIAL, LLC | F | Control |
| HEWINS, ROGER, COLBURN | I | WIPFLI FINANCIAL, LLC | F | Control |
| HEWINS, ROGER, COLBURN | I | WIPFLI FINANCIAL, LLC | F | Control |
| HEWINS, ROGER, COLBURN | I | WIPFLI FINANCIAL, LLC | F | Control |
| HEWINS, ROGER, COLBURN | I | WIPFLI FINANCIAL, LLC | F | Control |
| HEWINS, ROGER, COLBURN | I | WIPFLI FINANCIAL, LLC | F | Control |
| PATTERSON, ROGER, BRUCE | I | THE ADVISORY GROUP OF SAN FRANCISCO, LLC | E | Control |
| PATTERSON, ROGER, BRUCE | I | THE ADVISORY GROUP OF SAN FRANCISCO, LLC | E | Control |
| PATTERSON, ROGER, BRUCE | I | THE ADVISORY GROUP OF SAN FRANCISCO, LLC | E | Control |
| PATTERSON, ROGER, BRUCE | I | THE ADVISORY GROUP OF SAN FRANCISCO, LLC | E | Control |
| PATTERSON, ROGER, BRUCE | I | THE ADVISORY GROUP OF SAN FRANCISCO, LLC | E | Control |
| PATTERSON, ROGER, BRUCE | I | THE ADVISORY GROUP OF SAN FRANCISCO, LLC | E | Control |
| PATTERSON, ROGER, BRUCE | I | THE ADVISORY GROUP OF SAN FRANCISCO, LLC | E | Control |
| PATTERSON, ROGER, BRUCE | I | THE ADVISORY GROUP OF SAN FRANCISCO, LLC | E | Control |
| RYAN, MIKE | I | RYAN FAMILY LIMITED PARTNERSHIP | E | |
| WIPFLI FINANCIAL, LLC | DE | HEWINS FINANCIAL ADVISORS, LLC | E | |
| WIPFLI FINANCIAL, LLC | DE | HEWINS FINANCIAL ADVISORS, LLC | E | |
| WIPFLI FINANCIAL, LLC | DE | HEWINS FINANCIAL ADVISORS, LLC | E | |
| WIPFLI FINANCIAL, LLC | DE | HEWINS FINANCIAL ADVISORS, LLC | E | |
| WIPFLI FINANCIAL, LLC | DE | HEWINS FINANCIAL ADVISORS, LLC | E | |
| WIPFLI FINANCIAL, LLC | DE | HEWINS FINANCIAL ADVISORS, LLC | E | |
| WIPFLI FINANCIAL, LLC | DE | HEWINS FINANCIAL ADVISORS, LLC | E | |
| WIPFLI FINANCIAL, LLC | DE | HEWINS FINANCIAL ADVISORS, LLC | E | |
| WIPFLI LLP | DE | WIPFLI FINANCIAL, LLC | E | |
| WIPFLI LLP | DE | WIPFLI FINANCIAL, LLC | E | |
| WIPFLI LLP | DE | WIPFLI FINANCIAL, LLC | E | |
| WIPFLI LLP | DE | WIPFLI FINANCIAL, LLC | E | |
| WIPFLI LLP | DE | WIPFLI FINANCIAL, LLC | E | |
| WIPFLI LLP | DE | WIPFLI FINANCIAL, LLC | E | |
| WIPFLI LLP | DE | WIPFLI FINANCIAL, LLC | E | |
| WIPFLI LLP | DE | WIPFLI FINANCIAL, LLC | E | |
| WIPFLI LLP | DE | WIPFLI FINANCIAL, LLC | E | |
| WIPFLI LLP | DE | WIPFLI FINANCIAL, LLC | E | |
| WIPFLI LLP | DE | WIPFLI FINANCIAL, LLC | E | |
| WIPFLI LLP | DE | WIPFLI FINANCIAL, LLC | E | |
| WIPFLI LLP | DE | WIPFLI FINANCIAL, LLC | E | |
| WIPFLI LLP | DE | WIPFLI FINANCIAL, LLC | E | |
| WIPFLI LLP | DE | WIPFLI FINANCIAL, LLC | E | |
| WIPFLI LLP | DE | WIPFLI FINANCIAL, LLC | E | Control |
| WIPFLI LLP | DE | WIPFLI FINANCIAL, LLC | E | Control |
| WIPFLI LLP | DE | WIPFLI FINANCIAL, LLC | E | Control |
| WIPFLI LLP | DE | WIPFLI FINANCIAL, LLC | E | Control |
| WIPFLI LLP | DE | WIPFLI FINANCIAL, LLC | E | |
| WIPFLI LLP | DE | WIPFLI FINANCIAL, LLC | E | |
| WIPFLI LLP | DE | WIPFLI FINANCIAL, LLC | E | |
| WIPFLI LLP | DE | WIPFLI FINANCIAL, LLC | E | |
| WIPFLI LLP | DE | WIPFLI FINANCIAL, LLC | E | Control |
| WIPFLI LLP | DE | WIPFLI FINANCIAL, LLC | E | Control |
| WIPFLI LLP | DE | WIPFLI FINANCIAL, LLC | E | Control |
| WIPFLI LLP | DE | WIPFLI FINANCIAL, LLC | E | Control |
| WIPFLI LLP | DE | WIPFLI FINANCIAL, LLC | E | Control |
| WIPFLI LLP | DE | WIPFLI FINANCIAL, LLC | E | |
| WIPFLI LLP | DE | WIPFLI FINANCIAL, LLC | E | Control |
| WIPFLI LLP | DE | WIPFLI FINANCIAL, LLC | E | Control |
| WIPFLI LLP | DE | WIPFLI FINANCIAL, LLC | E | |
| WIPFLI LLP | DE | WIPFLI FINANCIAL, LLC | E | |
| WIPFLI LLP | DE | WIPFLI FINANCIAL, LLC | E | |
| WIPFLI LLP | DE | WIPFLI FINANCIAL, LLC | E | Control |
| WIPFLI LLP | DE | WIPFLI FINANCIAL, LLC | E | Control |
| WIPFLI LLP | DE | WIPFLI FINANCIAL, LLC | E | Control |
| WIPFLI LLP | DE | WIPFLI FINANCIAL, LLC | E | Control |
| WIPFLI LLP | DE | WIPFLI FINANCIAL, LLC | E | |
| WIPFLI LLP | DE | WIPFLI FINANCIAL, LLC | E | |
| WIPFLI LLP | DE | WIPFLI FINANCIAL, LLC | E | Control |
| WIPFLI LLP | DE | WIPFLI FINANCIAL, LLC | E | Control |
| WIPFLI LLP | DE | WIPFLI FINANCIAL, LLC | E | Control |
| WIPFLI LLP | DE | WIPFLI FINANCIAL, LLC | E | |
| WIPFLI LLP | DE | WIPFLI FINANCIAL, LLC | E | Control |
| WIPFLI LLP | DE | WIPFLI FINANCIAL, LLC | E | Control |
| WIPFLI LLP | DE | WIPFLI FINANCIAL, LLC | E | Control |
| WIPFLI LLP | DE | WIPFLI FINANCIAL, LLC | E | Control |
| WIPFLI LLP | DE | WIPFLI FINANCIAL, LLC | E | Control |
| WIPFLI LLP | DE | WIPFLI FINANCIAL, LLC | E | Control |
| WIPFLI LLP | DE | WIPFLI FINANCIAL, LLC | E | Control |
| WIPFLI LLP | DE | WIPFLI FINANCIAL, LLC | E | Control |
| WIPFLI LLP | DE | WIPFLI FINANCIAL, LLC | E | Control |
| WIPFLI LLP | DE | WIPFLI FINANCIAL, LLC | E | Control |
| WIPFLI LLP | DE | WIPFLI FINANCIAL, LLC | E | Control |
| WIPFLI LLP | DE | WIPFLI FINANCIAL, LLC | E | Control |
| WIPFLI LLP | DE | WIPFLI FINANCIAL, LLC | E | Control |
| WIPFLI LLP | DE | WIPFLI FINANCIAL, LLC | E | Control |
| WIPFLI LLP | DE | WIPFLI FINANCIAL, LLC | E | Control |
| WIPFLI LLP | DE | WIPFLI FINANCIAL, LLC | E | Control |
| WIPFLI LLP | DE | WIPFLI FINANCIAL, LLC | E | Control |
| WIPFLI LLP | DE | WIPFLI FINANCIAL, LLC | E | Control |
| WIPFLI LLP | DE | WIPFLI FINANCIAL, LLC | E | Control |
| WIPFLI LLP | DE | WIPFLI FINANCIAL, LLC | E | Control |
| WIPFLI LLP | DE | WIPFLI FINANCIAL, LLC | E | Control |
| WIPFLI LLP | DE | WIPFLI FINANCIAL, LLC | E | Control |
| WIPFLI LLP | DE | WIPFLI FINANCIAL, LLC | E | Control |
| WIPFLI LLP | DE | WIPFLI FINANCIAL, LLC | E | Control |
| WIPFLI LLP | DE | WIPFLI FINANCIAL, LLC | E | Control |
| WIPFLI LLP | DE | WIPFLI FINANCIAL, LLC | E | Control |
| WIPFLI LLP | DE | WIPFLI FINANCIAL, LLC | E | Control |
| WIPFLI LLP | DE | WIPFLI FINANCIAL, LLC | E | Control |
| WIPFLI LLP | DE | WIPFLI FINANCIAL, LLC | E | Control |
| WIPFLI LLP | DE | WIPFLI FINANCIAL, LLC | E | Control |
| WIPFLI ULLRICH BERTELSON, LLP | DE | WIPFLI FINANCIAL, LLC | E | |
| WIPFLI ULLRICH BERTELSON, LLP | DE | WIPFLI FINANCIAL, LLC | E | |
| WIPFLI ULLRICH BERTELSON, LLP | DE | WIPFLI FINANCIAL, LLC | E | |
| WIPFLI ULLRICH BERTELSON, LLP | DE | WIPFLI FINANCIAL, LLC | E | |
| WIPFLI ULLRICH BERTELSON, LLP | DE | WIPFLI FINANCIAL, LLC | E | |
| WIPFLI LLP | DE | WIPFLI FINANCIAL, LLC | D | Control |
| WIPFLI LLP | DE | WIPFLI FINANCIAL, LLC | D | Control |
| WIPFLI LLP | DE | WIPFLI FINANCIAL, LLC | D | Control |
| WIPFLI LLP | DE | WIPFLI FINANCIAL, LLC | D | Control |
| WIPFLI LLP | DE | WIPFLI FINANCIAL, LLC | D | Control |
| WIPFLI LLP | DE | WIPFLI FINANCIAL, LLC | D | Control |
| WIPFLI LLP | DE | WIPFLI FINANCIAL, LLC | D | Control |
| WIPFLI LLP | DE | WIPFLI FINANCIAL, LLC | D | Control |
| WIPFLI LLP | DE | WIPFLI FINANCIAL, LLC | D | Control |
| WIPFLI LLP | DE | WIPFLI FINANCIAL, LLC | D | Control |
| WIPFLI LLP | DE | WIPFLI FINANCIAL, LLC | D | Control |
| WIPFLI LLP | DE | WIPFLI FINANCIAL, LLC | D | Control |
| WIPFLI LLP | DE | WIPFLI FINANCIAL, LLC | D | Control |
| WIPFLI LLP | DE | WIPFLI FINANCIAL, LLC | D | Control |
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Jun 3, 2022 REGISTERED
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