SEQUOIA FINANCIAL ADVISORS, L.L.C.
Legal name: SEQUOIA FINANCIAL GROUP, L.L.C.
CRD #117756 SEC #801-61089 AKRON, OH 330-375-9480
SEC Registered Private Funds
Total AUM
$23B
Discretionary
$21.5B
Employees
296
Clients
--
Accounts
28,338
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Ohio
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 20, 2025
- Branch Offices
- 36
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CHUNA, TREVOR, ROBERT | I | CHIEF TECHNOLOGY OFFICER | NA | Control |
| CHUNA, TREVOR, ROBERT | I | CHIEF TECHNOLOGY OFFICER | NA | Control |
| CHUNA, TREVOR, ROBERT | I | CHIEF TECHNOLOGY OFFICER | NA | Control |
| CHUNA, TREVOR, ROBERT | I | CHIEF TECHNOLOGY OFFICER | NA | Control |
| CHUNA, TREVOR, ROBERT | I | CHIEF TECHNOLOGY OFFICER | NA | Control |
| CHUNA, TREVOR, ROBERT | I | CHIEF TECHNOLOGY OFFICER | NA | Control |
| CHUNA, TREVOR, ROBERT | I | CHIEF TECHNOLOGY OFFICER | NA | Control |
| CHUNA, TREVOR, ROBERT | I | CHIEF TECHNOLOGY OFFICER | NA | Control |
| CHUNA, TREVOR, ROBERT | I | CHIEF TECHNOLOGY OFFICER | NA | Control |
| CHUNA, TREVOR, ROBERT | I | CHIEF TECHNOLOGY OFFICER | NA | Control |
| CHUNA, TREVOR, ROBERT | I | CHIEF TECHNOLOGY OFFICER | NA | Control |
| CHUNA, TREVOR, ROBERT | I | CHIEF TECHNOLOGY OFFICER | NA | Control |
| CHUNA, TREVOR, ROBERT | I | CHIEF TECHNOLOGY OFFICER | NA | Control |
| CHUNA, TREVOR, ROBERT | I | CHIEF TECHNOLOGY OFFICER | NA | Control |
| CHUNA, TREVOR, ROBERT | I | CHIEF TECHNOLOGY OFFICER | NA | Control |
| CHUNA, TREVOR, ROBERT | I | CHIEF TECHNOLOGY OFFICER | NA | Control |
| DUNN, MATTHEW, JAMES | I | VP, COMPLIANCE OFFICER | NA | |
| DUNN, MATTHEW, JAMES | I | VP, COMPLIANCE OFFICER | NA | |
| Dunn, Matthew, James | I | VP, CHIEF COMPLIANCE OFFICER | NA | |
| Dunn, Matthew, James | I | VP, CHIEF COMPLIANCE OFFICER | NA | |
| Dunn, Matthew, James | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Dunn, Matthew, James | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Dunn, Matthew, James | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Dunn, Matthew, James | I | VP, CHIEF COMPLIANCE OFFICER | NA | |
| Dunn, Matthew, James | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Dunn, Matthew, James | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Dunn, Matthew, James | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Dunn, Matthew, James | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Dunn, Matthew, James | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Dunn, Matthew, James | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Dunn, Matthew, James | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Dunn, Matthew, James | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Dunn, Matthew, James | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Dunn, Matthew, James | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Dunn, Matthew, James | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Dunn, Matthew, James | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Dunn, Matthew, James | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Glick, Joseph, A | I | EVP, CHIEF OPERATING OFFICER | NA | Control |
| Glick, Joseph, A | I | EVP, CHIEF OPERATING OFFICER | NA | Control |
| Glick, Joseph, A | I | EVP, CHIEF OPERATING OFFICER | NA | Control |
| Glick, Joseph, A | I | EVP, CHIEF OPERATING OFFICER | NA | Control |
| Glick, Joseph, A | I | EVP, CHIEF OPERATING OFFICER | NA | Control |
| Glick, Joseph, A | I | EVP, CHIEF OPERATING OFFICER | NA | Control |
| Glick, Joseph, A | I | EVP, CHIEF OPERATING OFFICER | NA | Control |
| Glick, Joseph, A | I | EVP, CHIEF OPERATING OFFICER | NA | Control |
| Glick, Joseph, A | I | EVP, CHIEF OPERATING OFFICER | NA | Control |
| Glick, Joseph, A | I | EVP, CHIEF OPERATING OFFICER | NA | Control |
| Glick, Joseph, A | I | EVP, CHIEF OPERATING OFFICER | NA | Control |
| Glick, Joseph, A | I | EVP, CHIEF OPERATING OFFICER | NA | Control |
| Glick, Joseph, A | I | EVP, CHIEF OPERATING OFFICER | NA | Control |
| Glick, Joseph, A | I | EVP, CHIEF OPERATING OFFICER | NA | Control |
| Glick, Joseph, A | I | EVP, CHIEF OPERATING OFFICER | NA | Control |
| Glick, Joseph, A | I | EVP, CHIEF OPERATING OFFICER | NA | Control |
| HANAYIK, STEPHANIE, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| HANAYIK, STEPHANIE, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| HANAYIK, STEPHANIE, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| HANAYIK, STEPHANIE, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HANAYIK, STEPHANIE, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HANAYIK, STEPHANIE, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HANAYIK, STEPHANIE, ANN | I | CHIEF COMPLIANCE OFFICER | NA | |
| HANAYIK, STEPHANIE, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HANAYIK, STEPHANIE, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HANAYIK, STEPHANIE, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HANAYIK, STEPHANIE, ANN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HAUGHT, THOMAS, ARTHUR | I | PRES, CEO, COO, CIO & CLO | NA | Control |
| HAUGHT, THOMAS, ARTHUR | I | PRES, CEO, COO, CIO & CLO | NA | Control |
| HAUGHT, THOMAS, ARTHUR | I | PRES, CEO, COO, CIO & CLO | NA | Control |
| HAUGHT, THOMAS, ARTHUR | I | PRES, CEO, COO, CIO & CLO | NA | Control |
| HAUGHT, THOMAS, ARTHUR | I | PRES, CEO, COO, & CLO | NA | Control |
| HAUGHT, THOMAS, ARTHUR | I | PRES, CEO, COO, CIO & CLO | NA | Control |
| HAUGHT, THOMAS, ARTHUR | I | PRES, CEO, COO, & CLO | NA | Control |
| HAUGHT, THOMAS, ARTHUR | I | PRES, CEO, COO, & CLO | NA | Control |
| HAUGHT, THOMAS, ARTHUR | I | PRES, CEO | NA | Control |
| HAUGHT, THOMAS, ARTHUR | I | PRES, CEO | NA | Control |
| HAUGHT, THOMAS, ARTHUR | I | PRES, CEO | NA | Control |
| HAUGHT, THOMAS, ARTHUR | I | PRES, CEO | NA | Control |
| HAUGHT, THOMAS, ARTHUR | I | PRES, CEO | NA | Control |
| HAUGHT, THOMAS, ARTHUR | I | PRES, CEO | NA | Control |
| HAUGHT, THOMAS, ARTHUR | I | PRES, CEO | NA | Control |
| HAUGHT, THOMAS, ARTHUR | I | PRES, CEO | NA | Control |
| HAUGHT, THOMAS, ARTHUR | I | PRES, CEO | NA | Control |
| HAUGHT, THOMAS, ARTHUR | I | PRES, CEO | NA | Control |
| HAUGHT, THOMAS, ARTHUR | I | PRES, CEO | NA | Control |
| HAUGHT, THOMAS, ARTHUR | I | PRES, CEO | NA | Control |
| HAUGHT, THOMAS, ARTHUR | I | PRES, CEO | NA | Control |
| HAUGHT, THOMAS, ARTHUR | I | PRES, CEO | NA | Control |
| HAUGHT, THOMAS, ARTHUR | I | PRES, CEO | NA | Control |
| HAUGHT, THOMAS, ARTHUR | I | PRES, CEO | NA | Control |
| HAUGHT, THOMAS, ARTHUR | I | PRES, CEO | NA | Control |
| HAUGHT, THOMAS, ARTHUR | I | PRES, CEO | NA | Control |
| HAUGHT, THOMAS, ARTHUR | I | PRES, CEO | NA | Control |
| HAUGHT, THOMAS, ARTHUR | I | PRES, CEO | NA | Control |
| HAUGHT, THOMAS, ARTHUR | I | PRES, CEO | NA | Control |
| HAUGHT, THOMAS, ARTHUR | I | PRES, CEO | NA | Control |
| HAUGHT, THOMAS, ARTHUR | I | PRES, CEO | NA | Control |
| HAUGHT, THOMAS, ARTHUR | I | PRES, CEO | NA | Control |
| HAUGHT, THOMAS, ARTHUR | I | PRES, CEO | NA | Control |
| HAUGHT, THOMAS, ARTHUR | I | PRES, CEO | NA | Control |
| HAUGHT, THOMAS, ARTHUR | I | PRES, CEO | NA | Control |
| HAUGHT, THOMAS, ARTHUR | I | PRES, CEO | NA | Control |
| HAUGHT, THOMAS, ARTHUR | I | PRES, CEO | NA | Control |
| HAUGHT, THOMAS, ARTHUR | I | PRES, CEO | NA | Control |
| HAUGHT, THOMAS, ARTHUR | I | PRES, CEO | NA | Control |
| HAUGHT, THOMAS, ARTHUR | I | PRES, CEO | NA | Control |
| HAUGHT, THOMAS, ARTHUR | I | PRES, CEO | NA | Control |
| HAUGHT, THOMAS, ARTHUR | I | PRES, CEO | NA | Control |
| HAUGHT, THOMAS, ARTHUR | I | PRES, CEO | NA | Control |
| HAUGHT, THOMAS, ARTHUR | I | PRES, CEO | NA | Control |
| HAUGHT, THOMAS, ARTHUR | I | PRES, CEO | NA | Control |
| HAUGHT, THOMAS, ARTHUR | I | PRES, CEO | NA | Control |
| HAUGHT, THOMAS, ARTHUR | I | PRES, CEO | NA | Control |
| HAUGHT, THOMAS, ARTHUR | I | PRES, CEO | NA | Control |
| HAUGHT, THOMAS, ARTHUR | I | PRES, CEO | NA | Control |
| HAUGHT, THOMAS, ARTHUR | I | PRES, CEO | NA | Control |
| HAUGHT, THOMAS, ARTHUR | I | PRES, CEO | NA | Control |
| HAUGHT, THOMAS, ARTHUR | I | PRES, CEO | NA | Control |
| HAUGHT, THOMAS, ARTHUR | I | PRES, CEO | NA | Control |
| HAUGHT, THOMAS, ARTHUR | I | PRES, CEO | NA | Control |
| HAUGHT, THOMAS, ARTHUR | I | PRES, CEO | NA | Control |
| HAUGHT, THOMAS, ARTHUR | I | PRES, CEO | NA | Control |
| HAUGHT, THOMAS, ARTHUR | I | PRES, CEO | NA | Control |
| HAUGHT, THOMAS, ARTHUR | I | PRES, CEO | NA | Control |
| HAUGHT, THOMAS, ARTHUR | I | PRES, CEO | NA | Control |
| HAUGHT, THOMAS, ARTHUR | I | PRES, CEO | NA | Control |
| HAUGHT, THOMAS, ARTHUR | I | PRES, CEO | NA | Control |
| HAUGHT, THOMAS, ARTHUR | I | CHAIRMAN, PRESIDENT, CEO | NA | Control |
| HAUGHT, THOMAS, AURTHUR | I | PRES, CEO, CFO, & CLO | NA | Control |
| HAUGHT, THOMAS, AURTHUR | I | PRES, CEO, COO, CIO & CLO | NA | Control |
| HAUGHT, THOMAS, AURTHUR | I | PRES, CEO, COO, CIO & CLO | NA | Control |
| HAUGHT, THOMAS, AURTHUR | I | PRES, CEO, COO, CIO & CLO | NA | Control |
| HAUGHT, THOMAS, AURTHUR | I | PRES, CEO, COO, CIO & CLO | NA | Control |
| HAUGHT, THOMAS, AURTHUR | I | PRES, CEO, COO, CIO & CLO | NA | Control |
| HAUGHT, THOMAS, AURTHUR | I | PRES, CEO, COO, CIO & CLO | NA | Control |
| HAUGHT, THOMAS, AURTHUR | I | PRES, CEO, CFO, & CLO | NA | Control |
| HAUGHT, THOMAS, AURTHUR | I | PRES, CEO, COO, & CLO | NA | Control |
| HAUGHT, THOMAS, AURTHUR | I | PRES, CEO, CFO, & CLO | NA | Control |
| HAUGHT, THOMAS, AURTHUR | I | PRES, CEO, COO, CIO & CLO | NA | Control |
| HAUGHT, THOMAS, AURTHUR | I | PRES, CEO, COO, CIO & CLO | NA | Control |
| HAUGHT, THOMAS, AURTHUR | I | PRES, CEO, COO, CIO & CLO | NA | Control |
| HAUGHT, THOMAS, AURTHUR | I | PRES, CEO, COO, CIO & CLO | NA | Control |
| HAUGHT, THOMAS, AURTHUR | I | PRES, CEO, COO, CIO & CLO | NA | Control |
| HAUGHT, THOMAS, AURTHUR | I | PRES, CEO, COO, CIO & CLO | NA | Control |
| HAUGHT, THOMAS, AURTHUR | I | PRES, CEO, COO, CIO & CLO | NA | Control |
| HAUGHT, THOMAS, AURTHUR | I | PRES, CEO, COO, CIO & CLO | NA | Control |
| HAUGHT, THOMAS, AURTHUR | I | PRES, CEO, COO, CIO & CLO | NA | Control |
| HAUGHT, THOMAS, AURTHUR | I | PRES, CEO, COO, CIO & CLO | NA | Control |
| HAUGHT, THOMAS, AURTHUR | I | PRES, CEO, COO, CIO & CLO | NA | Control |
| HAUGHT, THOMAS, AURTHUR | I | PRES, CEO, COO, CIO & CLO | NA | Control |
| HAUGHT, THOMAS, AURTHUR | I | PRES, CEO, COO, CIO & CLO | NA | Control |
| KANTRA, ALBERT, STEVEN | I | CHIEF OPERATING OFFICER | NA | Control |
| KANTRA, ALBERT, STEVEN | I | CHIEF OPERATING OFFICER | NA | Control |
| KANTRA, ALBERT, STEVEN | I | CHIEF OPERATING OFFICER | NA | Control |
| KANTRA, ALBERT, STEVEN | I | CHIEF OPERATING OFFICER | NA | Control |
| KANTRA, ALBERT, STEVEN | I | CHIEF OPERATING OFFICER | NA | Control |
| KANTRA, ALBERT, STEVEN | I | CHIEF OPERATING OFFICER | NA | Control |
| KANTRA, ALBERT, STEVEN | I | CHIEF OPERATING OFFICER | NA | Control |
| KANTRA, ALBERT, STEVEN | I | CHIEF OPERATING OFFICER | NA | Control |
| KANTRA, ALBERT, STEVEN | I | EVP, HEAD OF ADVISORS & BUSINESS DEVELOPMENT | NA | Control |
| KANTRA, ALBERT, STEVEN | I | EVP, HEAD OF ADVISORS & BUSINESS DEVELOPMENT | NA | Control |
| KANTRA, ALBERT, STEVEN | I | EVP, HEAD OF ADVISORS & BUSINESS DEVELOPMENT | NA | Control |
| KANTRA, ALBERT, STEVEN | I | CHIEF OPERATING OFFICER | NA | Control |
| KANTRA, ALBERT, STEVEN | I | EVP, HEAD OF ADVISORS & BUSINESS DEVELOPMENT | NA | Control |
| KANTRA, ALBERT, STEVEN | I | EVP, HEAD OF ADVISORS & BUSINESS DEVELOPMENT | NA | Control |
| KANTRA, ALBERT, STEVEN | I | EVP, HEAD OF ADVISORS & BUSINESS DEVELOPMENT | NA | Control |
| KANTRA, ALBERT, STEVEN | I | EVP, HEAD OF ADVISORS & BUSINESS DEVELOPMENT | NA | Control |
| KANTRA, ALBERT, STEVEN | I | EVP, HEAD OF ADVISORS & BUSINESS DEVELOPMENT | NA | Control |
| KANTRA, ALBERT, STEVEN | I | EVP, HEAD OF ADVISORS & BUSINESS DEVELOPMENT | NA | Control |
| KANTRA, ALBERT, STEVEN | I | EVP, HEAD OF ADVISORS & BUSINESS DEVELOPMENT | NA | Control |
| KANTRA, ALBERT, STEVEN | I | EVP, HEAD OF ADVISORS & BUSINESS DEVELOPMENT | NA | Control |
| KANTRA, ALBERT, STEVEN | I | EVP, HEAD OF ADVISORS & BUSINESS DEVELOPMENT | NA | Control |
| KANTRA, ALBERT, STEVEN | I | EVP, HEAD OF ADVISORS & BUSINESS DEVELOPMENT | NA | Control |
| KANTRA, ALBERT, STEVEN | I | EVP, HEAD OF ADVISORS & BUSINESS DEVELOPMENT | NA | Control |
| KANTRA, ALBERT, STEVEN | I | EVP, HEAD OF ADVISORS & BUSINESS DEVELOPMENT | NA | Control |
| KANTRA, ALBERT, STEVEN | I | EVP, HEAD OF ADVISORS & BUSINESS DEVELOPMENT | NA | Control |
| KNOTEK, GERALD, PAUL | I | CFO | NA | Control |
| KNOTEK, GERALD, PAUL | I | CFO | NA | Control |
| KNOTEK, GERALD, PAUL | I | CFO | NA | Control |
| KNOTEK, GERALD, PAUL | I | CFO | NA | Control |
| KNOTEK, GERALD, PAUL | I | CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| KNOTEK, GERALD, PAUL | I | CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| KNOTEK, GERALD, PAUL | I | CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| KNOTEK, GERALD, PAUL | I | CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| KNOTEK, GERALD, PAUL | I | CFO | NA | Control |
| KNOTEK, GERALD, PAUL | I | CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| KNOTEK, GERALD, PAUL | I | CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| KNOTEK, GERALD, PAUL | I | CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| KNOTEK, GERALD, PAUL | I | CFO | NA | Control |
| KNOTEK, GERALD, PAUL | I | CFO | NA | Control |
| KNOTEK, GERALD, PAUL | I | CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| KNOTEK, GERALD, PAUL | I | CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| KNOTEK, GERALD, PAUL | I | CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| KNOTEK, GERALD, PAUL | I | CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| KNOTEK, GERALD, PAUL | I | CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| KNOTEK, GERALD, PAUL | I | CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| KNOTEK, GERALD, PAUL | I | CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| KNOTEK, GERALD, PAUL | I | CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| KNOTEK, GERALD, PAUL | I | CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER | NA | Control |
| KNOTEK, GERALD, PAUL | I | EXECUTIVE VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| KNOTEK, GERALD, PAUL | I | EXECUTIVE VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| KNOTEK, GERALD, PAUL | I | EXECUTIVE VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| KNOTEK, GERALD, PAUL | I | EXECUTIVE VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| KNOTEK, GERALD, PAUL | I | EXECUTIVE VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| KNOTEK, GERALD, PAUL | I | EXECUTIVE VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| KNOTEK, GERALD, PAUL | I | EXECUTIVE VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| KNOTEK, GERALD, PAUL | I | EXECUTIVE VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| KNOTEK, GERALD, PAUL | I | EXECUTIVE VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| KNOTEK, GERALD, PAUL | I | EXECUTIVE VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| KNOTEK, GERALD, PAUL | I | EXECUTIVE VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| KNOTEK, GERALD, PAUL | I | EXECUTIVE VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| KNOTEK, GERALD, PAUL | I | EXECUTIVE VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| KNOTEK, GERALD, PAUL | I | EXECUTIVE VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| KNOTEK, GERALD, PAUL | I | EXECUTIVE VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| KNOTEK, GERALD, PAUL | I | EXECUTIVE VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| KNOTEK, GERALD, PAUL | I | EXECUTIVE VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| KNOTEK, GERALD, PAUL | I | EXECUTIVE VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| KNOTEK, GERALD, PAUL | I | EXECUTIVE VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| KNOTEK, GERALD, PAUL | I | EXECUTIVE VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| KNOTEK, GERALD, PAUL | I | EXECUTIVE VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| KNOTEK, GERALD, PAUL | I | EXECUTIVE VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| KNOTEK, GERALD, PAUL | I | EXECUTIVE VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| KNOTEK, GERALD, PAUL | I | EXECUTIVE VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| KNOTEK, GERALD, PAUL | I | EXECUTIVE VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| KNOTEK, GERALD, PAUL | I | EXECUTIVE VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| KNOTEK, GERALD, PAUL | I | EXECUTIVE VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| KNOTEK, GERALD, PAUL | I | EXECUTIVE VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| KNOTEK, GERALD, PAUL | I | EXECUTIVE VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| KNOTEK, GERALD, PAUL | I | EXECUTIVE VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| KNOTEK, GERALD, PAUL | I | EXECUTIVE VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| KNOTEK, GERALD, PAUL | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| KNOTEK, GERALD, PAUL | I | EXECUTIVE VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| KNOTEK, GERALD, PAUL | I | EXECUTIVE VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| KNOTEK, GERALD, PAUL | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| KNOTEK, GERALD, PAUL | I | EXECUTIVE VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| KNOTEK, GERALD, PAUL | I | EXECUTIVE VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | NA | Control |
| KNOTEK, GERALD, PAUL | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| KNOTEK, GERALD, PAUL | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| KNOTEK, GERALD, PAUL | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| KNOTEK, GERALD, PAUL | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| KNOTEK, GERALD, PAUL | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| KNOTEK, GERALD, PAUL | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| KNOTEK, GERALD, PAUL | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| KNOTEK, GERALD, PAUL | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| KNOTEK, GERALD, PAUL | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| KNOTEK, GERALD, PAUL | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| KNOTEK, GERALD, PAUL | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| KNOTEK, GERALD, PAUL | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| KNOTEK, GERALD, PAUL | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| KNOTEK, GERALD, PAUL | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| KNOTEK, GERALD, PAUL | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| KNOTEK, GERALD, PAUL | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| KNOTEK, GERALD, PAUL | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| LONG, JOSEPH, SCOTT | I | COO | NA | Control |
| LONG, JOSEPH, SCOTT | I | COO | NA | Control |
| LONG, JOSEPH, SCOTT | I | COO | NA | Control |
| MCCAULEY, ANNELISE, WATERFALL | I | CHIEF CLIENT EXPERIENCE OFFICER | NA | Control |
| MCCAULEY, ANNELISE, WATERFALL | I | EVP, CHIEF CLIENT EXPERIENCE OFFICER | NA | Control |
| MCCAULEY, ANNELISE, WATERFALL | I | EVP, CHIEF CLIENT EXPERIENCE OFFICER | NA | Control |
| MCCAULEY, ANNELISE, WATERFALL | I | EVP, CHIEF CLIENT EXPERIENCE OFFICER | NA | Control |
| MCCAULEY, ANNELISE, WATERFALL | I | CHIEF CLIENT EXPERIENCE OFFICER | NA | Control |
| MCCAULEY, ANNELISE, WATERFALL | I | EVP, CHIEF CLIENT EXPERIENCE OFFICER | NA | Control |
| MCCAULEY, ANNELISE, WATERFALL | I | EVP, CHIEF CLIENT EXPERIENCE OFFICER | NA | Control |
| MCCAULEY, ANNELISE, WATERFALL | I | EVP, CHIEF CLIENT EXPERIENCE OFFICER | NA | Control |
| MCCAULEY, ANNELISE, WATERFALL | I | EVP, CHIEF CLIENT EXPERIENCE OFFICER | NA | Control |
| MCCAULEY, ANNELISE, WATERFALL | I | EVP, CHIEF CLIENT EXPERIENCE OFFICER | NA | Control |
| MCCAULEY, ANNELISE, WATERFALL | I | EVP, CHIEF CLIENT EXPERIENCE OFFICER | NA | Control |
| MCCAULEY, ANNELISE, WATERFALL | I | EVP, CHIEF CLIENT EXPERIENCE OFFICER | NA | Control |
| MCCAULEY, ANNELISE, WATERFALL | I | EVP, CHIEF CLIENT EXPERIENCE OFFICER | NA | Control |
| MCCAULEY, ANNELISE, WATERFALL | I | EVP, CHIEF CLIENT EXPERIENCE OFFICER | NA | Control |
| MCCAULEY, ANNELISE, WATERFALL | I | EVP, CHIEF CLIENT EXPERIENCE OFFICER | NA | Control |
| MCCAULEY, ANNELISE, WATERFALL | I | EVP, CHIEF CLIENT EXPERIENCE OFFICER | NA | Control |
| MCCAULEY, ANNELISE, WATERFALL | I | EVP, CHIEF CLIENT EXPERIENCE OFFICER | NA | Control |
| MCCAULEY, ANNELISE, WATERFALL | I | EVP, CHIEF CLIENT EXPERIENCE OFFICER | NA | Control |
| NEHRENZ, GEOFFREY, W | I | CFO | NA | |
| ROSENBLATT, ERIC, LYLE | I | CONTROLLER | NA | Control |
| ROSENBLATT, ERIC, LYLE | I | CONTROLLER | NA | Control |
| ROSENBLATT, ERIC, LYLE | I | CONTROLLER | NA | Control |
| ROSENBLATT, ERIC, LYLE | I | CONTROLLER | NA | Control |
| ROSENBLATT, ERIC, LYLE | I | CONTROLLER | NA | Control |
| ROSENBLATT, ERIC, LYLE | I | CONTROLLER | NA | Control |
| ROSENBLATT, ERIC, LYLE | I | CONTROLLER | NA | Control |
| SCHVARTZ, MELANIE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| SCHVARTZ, MELANIE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| SCHVARTZ, MELANIE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| SCHVARTZ, MELANIE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| SMITH, NORBORNE, GEE | I | HEAD OF SEQUOIA SENTINEL FAMILY OFFICE | NA | Control |
| SMITH, NORBORNE, GEE | I | HEAD OF SEQUOIA SENTINEL FAMILY OFFICE | NA | Control |
| SMITH, NORBORNE, GEE | I | HEAD OF SEQUOIA SENTINEL FAMILY OFFICE | NA | Control |
| SMITH, NORBORNE, GEE | I | HEAD OF SEQUOIA SENTINEL FAMILY OFFICE | NA | Control |
| SMITH, NORBORNE, GEE | I | HEAD OF SEQUOIA SENTINEL FAMILY OFFICE | NA | Control |
| SMITH, NORBORNE, GEE | I | HEAD OF SEQUOIA SENTINEL FAMILY OFFICE | NA | Control |
| THOM, CHRISTOPHER, BRIAN | I | EVP, CHIEF STRATEGY & PARTNERSHIP OFFICER | NA | Control |
| THOM, CHRISTOPHER, BRIAN | I | EVP, CHIEF STRATEGY & PARTNERSHIP OFFICER | NA | Control |
| THOM, CHRISTOPHER, BRIAN | I | EVP, CHIEF STRATEGY & PARTNERSHIP OFFICER | NA | Control |
| THOM, CHRISTOPHER, BRIAN | I | EVP, CHIEF STRATEGY & PARTNERSHIP OFFICER | NA | Control |
| THOM, CHRISTOPHER, BRIAN | I | EVP, CHIEF STRATEGY & PARTNERSHIP OFFICER | NA | Control |
| THOM, CHRISTOPHER, BRIAN | I | EVP, CHIEF STRATEGY & PARTNERSHIP OFFICER | NA | Control |
| THOM, CHRISTOPHER, BRIAN | I | EVP, CHIEF STRATEGY & PARTNERSHIP OFFICER | NA | Control |
| THOM, CHRISTOPHER, BRIAN | I | EVP, CHIEF STRATEGY & PARTNERSHIP OFFICER | NA | Control |
| THOM, CHRISTOPHER, BRIAN | I | EVP, CHIEF STRATEGY & PARTNERSHIP OFFICER | NA | Control |
| THOM, CHRISTOPHER, BRIAN | I | EVP, CHIEF STRATEGY & PARTNERSHIP OFFICER | NA | Control |
| TICHNELL, KEVIN, NICHOLAS | I | CHIEF FINANCIAL OFFICER | NA | Control |
| TICHNELL, KEVIN, NICHOLAS | I | CHIEF FINANCIAL OFFICER | NA | Control |
| TICHNELL, KEVIN, NICHOLAS | I | CHIEF FINANCIAL OFFICER | NA | Control |
| TICHNELL, KEVIN, NICHOLAS | I | CHIEF FINANCIAL OFFICER | NA | Control |
| TICHNELL, KEVIN, NICHOLAS | I | CHIEF FINANCIAL OFFICER | NA | Control |
| TICHNELL, KEVIN, NICHOLAS | I | CHIEF FINANCIAL OFFICER | NA | Control |
| TICHNELL, KEVIN, NICHOLAS | I | CHIEF FINANCIAL OFFICER | NA | Control |
| TICHNELL, KEVIN, NICHOLAS | I | CHIEF FINANCIAL OFFICER | NA | Control |
| TICHNELL, KEVIN, NICHOLAS | I | EVP, CHIEF STRATEGY & ACQUISITIONS OFFICER | NA | Control |
| TICHNELL, KEVIN, NICHOLAS | I | EVP, CHIEF STRATEGY & ACQUISITIONS OFFICER | NA | Control |
| TICHNELL, KEVIN, NICHOLAS | I | EVP, CHIEF STRATEGY & ACQUISITIONS OFFICER | NA | Control |
| TICHNELL, KEVIN, NICHOLAS | I | CHIEF FINANCIAL OFFICER | NA | Control |
| TICHNELL, KEVIN, NICHOLAS | I | EVP, CHIEF STRATEGY & ACQUISITIONS OFFICER | NA | Control |
| TICHNELL, KEVIN, NICHOLAS | I | EVP, CHIEF STRATEGY & ACQUISITIONS OFFICER | NA | Control |
| TICHNELL, KEVIN, NICHOLAS | I | EVP, CHIEF STRATEGY & ACQUISITIONS OFFICER | NA | Control |
| TICHNELL, KEVIN, NICHOLAS | I | EVP, CHIEF STRATEGY & ACQUISITIONS OFFICER | NA | Control |
| TICHNELL, KEVIN, NICHOLAS | I | EVP, CHIEF STRATEGY & ACQUISITIONS OFFICER | NA | Control |
| TICHNELL, KEVIN, NICHOLAS | I | EVP, CHIEF STRATEGY & ACQUISITIONS OFFICER | NA | Control |
| TICHNELL, KEVIN, NICHOLAS | I | EVP, CHIEF STRATEGY & ACQUISITIONS OFFICER | NA | Control |
| TICHNELL, KEVIN, NICHOLAS | I | EVP, CHIEF STRATEGY & ACQUISITIONS OFFICER | NA | Control |
| TICHNELL, KEVIN, NICHOLAS | I | EVP, CHIEF STRATEGY & ACQUISITIONS OFFICER | NA | Control |
| TICHNELL, KEVIN, NICHOLAS | I | EVP, CHIEF STRATEGY & ACQUISITIONS OFFICER | NA | Control |
| TICHNELL, KEVIN, NICHOLAS | I | EVP, CHIEF STRATEGY & ACQUISITIONS OFFICER | NA | Control |
| TICHNELL, KEVIN, NICHOLAS | I | EVP, CHIEF STRATEGY & ACQUISITIONS OFFICER | NA | Control |
| TICHNELL, KEVIN, NICHOLAS | I | EVP, CHIEF STRATEGY & ACQUISITIONS OFFICER | NA | Control |
| SEQUOIA FINANCIAL GROUP, LLC | DE | OWNER | E | Control |
| SEQUOIA FINANCIAL GROUP, LLC | DE | OWNER | E | Control |
| SEQUOIA FINANCIAL GROUP, LLC | DE | OWNER | E | Control |
| SEQUOIA FINANCIAL GROUP, LLC | DE | OWNER | E | Control |
| SEQUOIA FINANCIAL GROUP, LLC | DE | OWNER | E | Control |
| SEQUOIA FINANCIAL GROUP, LLC | DE | OWNER | E | Control |
| SEQUOIA FINANCIAL GROUP, LLC | DE | OWNER | E | Control |
| SEQUOIA FINANCIAL GROUP, LLC | DE | OWNER | E | Control |
| SEQUOIA FINANCIAL GROUP, LLC | DE | OWNER | E | Control |
| SEQUOIA FINANCIAL GROUP, LLC | DE | OWNER | E | Control |
| SEQUOIA FINANCIAL GROUP, LLC | DE | OWNER | E | Control |
| SEQUOIA FINANCIAL GROUP, LLC | DE | OWNER | E | Control |
| SEQUOIA FINANCIAL GROUP, LLC | DE | OWNER | E | Control |
| SEQUOIA FINANCIAL GROUP, LLC | DE | OWNER | E | Control |
| SEQUOIA FINANCIAL GROUP, LLC | DE | OWNER | E | Control |
| SEQUOIA FINANCIAL GROUP, LLC | DE | OWNER | E | Control |
| SEQUOIA FINANCIAL GROUP, LLC | DE | OWNER | E | Control |
| SEQUOIA FINANCIAL GROUP, LLC | DE | OWNER | E | Control |
| SEQUOIA FINANCIAL GROUP, LLC | DE | OWNER | E | Control |
| SEQUOIA FINANCIAL GROUP, LLC | DE | OWNER | E | Control |
| SEQUOIA FINANCIAL GROUP, LLC | DE | OWNER | E | Control |
| SEQUOIA FINANCIAL GROUP, LLC | DE | OWNER | E | Control |
| SEQUOIA FINANCIAL GROUP, LLC | DE | OWNER | E | Control |
| SEQUOIA FINANCIAL GROUP, LLC | DE | OWNER | E | Control |
| SEQUOIA FINANCIAL GROUP, LLC | DE | OWNER | E | Control |
| SEQUOIA FINANCIAL GROUP, LLC | DE | OWNER | E | Control |
| SEQUOIA FINANCIAL GROUP, LLC | DE | OWNER | E | Control |
| SEQUOIA FINANCIAL GROUP, LLC | DE | OWNER | E | Control |
| SEQUOIA FINANCIAL GROUP, LLC | DE | OWNER | E | Control |
| SEQUOIA FINANCIAL GROUP, LLC | DE | OWNER | E | Control |
| SEQUOIA FINANCIAL GROUP, LLC | DE | OWNER | E | Control |
| SEQUOIA FINANCIAL GROUP, LLC | DE | OWNER | E | Control |
| SEQUOIA FINANCIAL GROUP, LLC | DE | OWNER | E | Control |
| SEQUOIA FINANCIAL GROUP, LLC | DE | OWNER | E | Control |
| SEQUOIA FINANCIAL GROUP, LLC | DE | OWNER | E | Control |
| SEQUOIA FINANCIAL GROUP, LLC | DE | OWNER | E | Control |
| SEQUOIA FINANCIAL GROUP, LLC | DE | OWNER | E | Control |
| SEQUOIA FINANCIAL GROUP, LLC | DE | OWNER | E | Control |
| SEQUOIA FINANCIAL GROUP, LLC | DE | OWNER | E | Control |
| SEQUOIA FINANCIAL GROUP, LLC | DE | OWNER | E | Control |
| SEQUOIA FINANCIAL GROUP, LLC | DE | OWNER | E | Control |
| SEQUOIA FINANCIAL GROUP, LLC | DE | OWNER | E | Control |
| SEQUOIA FINANCIAL GROUP, LLC | DE | OWNER | E | Control |
| SEQUOIA FINANCIAL GROUP, LLC | DE | OWNER | E | Control |
| SEQUOIA FINANCIAL GROUP, LLC | DE | OWNER | E | Control |
| SEQUOIA FINANCIAL GROUP, LLC | DE | OWNER | E | Control |
| SEQUOIA FINANCIAL GROUP, LLC | DE | OWNER | E | Control |
| SEQUOIA FINANCIAL GROUP, LLC | DE | OWNER | E | Control |
| SEQUOIA FINANCIAL GROUP, LLC | DE | OWNER | E | Control |
| SEQUOIA FINANCIAL GROUP, LLC | DE | OWNER | E | Control |
| SEQUOIA FINANCIAL GROUP, LLC | DE | OWNER | E | Control |
| SEQUOIA FINANCIAL GROUP, LLC | DE | OWNER | E | Control |
| SEQUOIA FINANCIAL GROUP, LLC | DE | OWNER | E | Control |
| SEQUOIA FINANCIAL GROUP, LLC | DE | OWNER | E | Control |
| SEQUOIA FINANCIAL GROUP, LLC | DE | OWNER | E | Control |
| SEQUOIA FINANCIAL GROUP, LLC | DE | OWNER | E | Control |
| SEQUOIA FINANCIAL GROUP, LLC | DE | OWNER | E | Control |
| SEQUOIA FINANCIAL GROUP, LLC | DE | OWNER | E | Control |
| SEQUOIA FINANCIAL GROUP, LLC | DE | OWNER | E | Control |
| SEQUOIA FINANCIAL GROUP, LLC | DE | OWNER | E | Control |
| SEQUOIA FINANCIAL GROUP, LLC | DE | OWNER | E | Control |
| SEQUOIA FINANCIAL GROUP, LLC | DE | OWNER | E | Control |
| SEQUOIA FINANCIAL GROUP, LLC | DE | OWNER | E | Control |
| SEQUOIA FINANCIAL GROUP, LLC | DE | OWNER | E | Control |
| SEQUOIA FINANCIAL GROUP, LLC | DE | OWNER | E | Control |
| SEQUOIA FINANCIAL GROUP, LLC | DE | OWNER | E | Control |
| SEQUOIA FINANCIAL GROUP, LLC | DE | OWNER | E | Control |
| SEQUOIA FINANCIAL GROUP, LLC | DE | OWNER | E | Control |
| SEQUOIA FINANCIAL GROUP, LLC | DE | OWNER | E | Control |
| SEQUOIA FINANCIAL GROUP, LLC | DE | OWNER | E | Control |
| SEQUOIA FINANCIAL GROUP, LLC | DE | OWNER | E | Control |
| SEQUOIA FINANCIAL GROUP, LLC | DE | OWNER | E | Control |
| SEQUOIA FINANCIAL GROUP, LLC | DE | OWNER | E | Control |
| SEQUOIA FINANCIAL GROUP, LLC | DE | OWNER | E | Control |
| SEQUOIA FINANCIAL GROUP, LLC | DE | OWNER | E | Control |
| SEQUOIA FINANCIAL GROUP, LLC | DE | OWNER | E | Control |
| SEQUOIA FINANCIAL GROUP, LLC | DE | OWNER | E | Control |
| SEQUOIA FINANCIAL GROUP, LLC | DE | OWNER | E | Control |
| SEQUOIA FINANCIAL GROUP, LLC | DE | OWNER | E | Control |
| SEQUOIA FINANCIAL GROUP, LLC | DE | OWNER | E | Control |
| SEQUOIA FINANCIAL GROUP, LLC | DE | OWNER | E | Control |
| SEQUOIA FINANCIAL GROUP, LLC | DE | OWNER | E | Control |
| SEQUOIA FINANCIAL GROUP, LLC | DE | OWNER | E | Control |
| SEQUOIA FINANCIAL GROUP, LLC | DE | OWNER | E | Control |
| SEQUOIA FINANCIAL GROUP, LLC | DE | OWNER | E | Control |
| SEQUOIA FINANCIAL GROUP, LLC | DE | OWNER | E | Control |
| SEQUOIA FINANCIAL GROUP, LLC | DE | OWNER | E | Control |
| SEQUOIA FINANCIAL GROUP, LLC | DE | OWNER | E | Control |
| SEQUOIA FINANCIAL GROUP, LLC | DE | OWNER | E | Control |
| HAUGHT, THOMAS, AURTHUR | I | PRESIDENT | C | Control |
| HAUGHT, THOMAS, AURTHUR | I | PRESIDENT | C | Control |
| HAUGHT, THOMAS, AURTHUR | I | PRESIDENT | C | Control |
| HAUGHT, THOMAS, AURTHUR | I | PRESIDENT | C | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| GERALD P. KNOTEK TRUST | DE | COHEN SEQUOIA ENTERPRISES, LTD. | F | Control |
| GERALD P. KNOTEK TRUST | DE | COHEN SEQUOIA ENTERPRISES, LTD. | F | Control |
| GERALD P. KNOTEK TRUST | DE | COHEN SEQUOIA ENTERPRISES, LTD. | F | Control |
| GERALD P. KNOTEK TRUST | DE | COHEN SEQUOIA ENTERPRISES, LTD. | F | Control |
| GERALD P. KNOTEK TRUST-GERALD P. KNOTEK TTEE | DE | COHEN SEQUOIA ENTERPRISES, LTD. | F | Control |
| GERALD P. KNOTEK TRUST-GERALD P. KNOTEK TTEE | DE | COHEN SEQUOIA ENTERPRISES, LTD. | F | Control |
| GERALD P. KNOTEK TRUST-GERALD P. KNOTEK TTEE | DE | COHEN SEQUOIA ENTERPRISES, LTD. | F | Control |
| GERALD P. KNOTEK TRUST-GERALD P. KNOTEK TTEE | DE | COHEN SEQUOIA ENTERPRISES, LTD. | F | Control |
| GERALD P. KNOTEK TRUST-GERALD P. KNOTEK TTEE | DE | COHEN SEQUOIA ENTERPRISES, LTD. | F | Control |
| GERALD P. KNOTEK TRUST-GERALD P. KNOTEK TTEE | DE | COHEN SEQUOIA ENTERPRISES, LTD. | F | Control |
| GERALD P. KNOTEK TRUST-GERALD P. KNOTEK TTEE | DE | COHEN SEQUOIA ENTERPRISES, LTD. | F | Control |
| GERALD P. KNOTEK TRUST-GERALD P. KNOTEK TTEE | DE | COHEN SEQUOIA ENTERPRISES, LTD. | F | Control |
| GERALD P. KNOTEK TRUST-GERALD P. KNOTEK TTEE | DE | COHEN SEQUOIA ENTERPRISES, LTD. | F | Control |
| GERALD P. KNOTEK TRUST-GERALD P. KNOTEK TTEE | DE | COHEN SEQUOIA ENTERPRISES, LTD. | F | Control |
| GERALD P. KNOTEK TRUST-GERALD P. KNOTEK TTEE | DE | COHEN SEQUOIA ENTERPRISES, LTD. | F | Control |
| GERALD P. KNOTEK TRUST-GERALD P. KNOTEK TTEE | DE | COHEN SEQUOIA ENTERPRISES, LTD. | F | Control |
| GERALD P. KNOTEK TRUST-GERALD P. KNOTEK TTEE | DE | COHEN SEQUOIA ENTERPRISES, LTD. | F | Control |
| GERALD P. KNOTEK TRUST-GERALD P. KNOTEK TTEE | DE | COHEN SEQUOIA ENTERPRISES, LTD. | F | Control |
| GERALD P. KNOTEK TRUST-GERALD P. KNOTEK TTEE | DE | COHEN SEQUOIA ENTERPRISES, LTD. | F | Control |
| GERALD P. KNOTEK TRUST-GERALD P. KNOTEK TTEE | DE | COHEN SEQUOIA ENTERPRISES, LTD. | F | Control |
| GERALD P. KNOTEK TRUST-GERALD P. KNOTEK TTEE | DE | COHEN SEQUOIA ENTERPRISES, LTD. | F | Control |
| GERALD P. KNOTEK TRUST-GERALD P. KNOTEK TTEE | DE | COHEN SEQUOIA ENTERPRISES, LTD. | F | Control |
| GERALD P. KNOTEK TRUST-GERALD P. KNOTEK TTEE | DE | COHEN SEQUOIA ENTERPRISES, LTD. | F | Control |
| GERALD P. KNOTEK TRUST-GERALD P. KNOTEK TTEE | DE | COHEN SEQUOIA ENTERPRISES, LTD. | F | Control |
| GERALD P. KNOTEK TRUST-GERALD P. KNOTEK TTEE | DE | COHEN SEQUOIA ENTERPRISES, LTD. | F | Control |
| GERALD P. KNOTEK TRUST-GERALD P. KNOTEK TTEE | DE | COHEN SEQUOIA ENTERPRISES, LTD. | F | Control |
| GERALD P. KNOTEK TRUST-GERALD P. KNOTEK TTEE | DE | COHEN SEQUOIA ENTERPRISES, LTD. | F | Control |
| GERALD P. KNOTEK TRUST-GERALD P. KNOTEK TTEE | DE | COHEN SEQUOIA ENTERPRISES, LTD. | F | Control |
| GERALD P. KNOTEK TRUST-GERALD P. KNOTEK TTEE | DE | COHEN SEQUOIA ENTERPRISES, LTD. | F | Control |
| GERALD P. KNOTEK TRUST-GERALD P. KNOTEK TTEE | DE | COHEN SEQUOIA ENTERPRISES, LTD. | F | Control |
| GERALD P. KNOTEK TRUST-GERALD P. KNOTEK TTEE | DE | COHEN SEQUOIA ENTERPRISES, LTD. | F | Control |
| GERALD P. KNOTEK TRUST-GERALD P. KNOTEK TTEE | DE | COHEN SEQUOIA ENTERPRISES, LTD. | F | Control |
| GERALD P. KNOTEK TRUST-GERALD P. KNOTEK TTEE | DE | COHEN SEQUOIA ENTERPRISES, LTD. | F | Control |
| GERALD P. KNOTEK TRUST-GERALD P. KNOTEK TTEE | DE | COHEN SEQUOIA ENTERPRISES, LTD. | F | Control |
| GERALD P. KNOTEK TRUST-GERALD P. KNOTEK TTEE | DE | COHEN SEQUOIA ENTERPRISES, LTD. | F | Control |
| GERALD P. KNOTEK TRUST-GERALD P. KNOTEK TTEE | DE | COHEN SEQUOIA ENTERPRISES, LTD. | F | Control |
| GERALD P. KNOTEK TRUST-GERALD P. KNOTEK TTEE | DE | COHEN SEQUOIA ENTERPRISES, LTD. | F | Control |
| KNOTEK, GERALD, PAUL | I | SEQUOIA FINANCIAL GROUP, LLC | F | Control |
| KNOTEK, GERALD, PAUL | I | SEQUOIA FINANCIAL GROUP, LLC | F | Control |
| KNOTEK, GERALD, PAUL | I | SEQUOIA FINANCIAL GROUP, LLC | F | Control |
| KNOTEK, GERALD, PAUL | I | SEQUOIA FINANCIAL GROUP, LLC | F | Control |
| THOMAS A. HAUGHT LIVING TRUST-THOMAS A. HAUGHT TTEE | DE | COHEN SEQUOIA ENTERPRISES, LTD. | F | Control |
| THOMAS A. HAUGHT LIVING TRUST-THOMAS A. HAUGHT TTEE | DE | COHEN SEQUOIA ENTERPRISES, LTD. | F | Control |
| THOMAS A. HAUGHT LIVING TRUST-THOMAS A. HAUGHT TTEE | DE | COHEN SEQUOIA ENTERPRISES, LTD. | F | Control |
| THOMAS A. HAUGHT LIVING TRUST-THOMAS A. HAUGHT TTEE | DE | COHEN SEQUOIA ENTERPRISES, LTD. | F | Control |
| THOMAS A. HAUGHT LIVING TRUST-THOMAS A. HAUGHT TTEE | DE | COHEN SEQUOIA ENTERPRISES, LTD. | F | Control |
| THOMAS A. HAUGHT LIVING TRUST-THOMAS A. HAUGHT TTEE | DE | COHEN SEQUOIA ENTERPRISES, LTD. | F | Control |
| THOMAS A. HAUGHT LIVING TRUST-THOMAS A. HAUGHT TTEE | DE | COHEN SEQUOIA ENTERPRISES, LTD. | F | Control |
| THOMAS A. HAUGHT LIVING TRUST-THOMAS A. HAUGHT TTEE | DE | COHEN SEQUOIA ENTERPRISES, LTD. | F | Control |
| THOMAS A. HAUGHT LIVING TRUST-THOMAS A. HAUGHT TTEE | DE | COHEN SEQUOIA ENTERPRISES, LTD. | F | Control |
| THOMAS A. HAUGHT LIVING TRUST-THOMAS A. HAUGHT TTEE | DE | COHEN SEQUOIA ENTERPRISES, LTD. | F | Control |
| THOMAS A. HAUGHT LIVING TRUST-THOMAS A. HAUGHT TTEE | DE | COHEN SEQUOIA ENTERPRISES, LTD. | F | Control |
| THOMAS A. HAUGHT LIVING TRUST-THOMAS A. HAUGHT TTEE | DE | COHEN SEQUOIA ENTERPRISES, LTD. | F | Control |
| THOMAS A. HAUGHT LIVING TRUST-THOMAS A. HAUGHT TTEE | DE | COHEN SEQUOIA ENTERPRISES, LTD. | F | Control |
| THOMAS A. HAUGHT LIVING TRUST-THOMAS A. HAUGHT TTEE | DE | COHEN SEQUOIA ENTERPRISES, LTD. | F | Control |
| THOMAS A. HAUGHT LIVING TRUST-THOMAS A. HAUGHT TTEE | DE | COHEN SEQUOIA ENTERPRISES, LTD. | F | Control |
| THOMAS A. HAUGHT LIVING TRUST-THOMAS A. HAUGHT TTEE | DE | COHEN SEQUOIA ENTERPRISES, LTD. | F | Control |
| THOMAS A. HAUGHT LIVING TRUST-THOMAS A. HAUGHT TTEE | DE | COHEN SEQUOIA ENTERPRISES, LTD. | F | Control |
| THOMAS A. HAUGHT LIVING TRUST-THOMAS A. HAUGHT TTEE | DE | COHEN SEQUOIA ENTERPRISES, LTD. | F | Control |
| THOMAS A. HAUGHT LIVING TRUST-THOMAS A. HAUGHT TTEE | DE | COHEN SEQUOIA ENTERPRISES, LTD. | F | Control |
| THOMAS A. HAUGHT LIVING TRUST-THOMAS A. HAUGHT TTEE | DE | COHEN SEQUOIA ENTERPRISES, LTD. | F | Control |
| THOMAS A. HAUGHT LIVING TRUST-THOMAS A. HAUGHT TTEE | DE | COHEN SEQUOIA ENTERPRISES, LTD. | F | Control |
| THOMAS A. HAUGHT LIVING TRUST-THOMAS A. HAUGHT TTEE | DE | COHEN SEQUOIA ENTERPRISES, LTD. | F | Control |
| THOMAS A. HAUGHT LIVING TRUST-THOMAS A. HAUGHT TTEE | DE | COHEN SEQUOIA ENTERPRISES, LTD. | F | Control |
| THOMAS A. HAUGHT LIVING TRUST-THOMAS A. HAUGHT TTEE | DE | COHEN SEQUOIA ENTERPRISES, LTD. | F | Control |
| THOMAS A. HAUGHT LIVING TRUST-THOMAS A. HAUGHT TTEE | DE | COHEN SEQUOIA ENTERPRISES, LTD. | F | Control |
| THOMAS A. HAUGHT LIVING TRUST-THOMAS A. HAUGHT TTEE | DE | COHEN SEQUOIA ENTERPRISES, LTD. | F | Control |
| THOMAS A. HAUGHT LIVING TRUST-THOMAS A. HAUGHT TTEE | DE | COHEN SEQUOIA ENTERPRISES, LTD. | F | Control |
| THOMAS A. HAUGHT LIVING TRUST-THOMAS A. HAUGHT TTEE | DE | COHEN SEQUOIA ENTERPRISES, LTD. | F | Control |
| THOMAS A. HAUGHT LIVING TRUST-THOMAS A. HAUGHT TTEE | DE | COHEN SEQUOIA ENTERPRISES, LTD. | F | Control |
| THOMAS A. HAUGHT LIVING TRUST-THOMAS A. HAUGHT TTEE | DE | COHEN SEQUOIA ENTERPRISES, LTD. | F | Control |
| THOMAS A. HAUGHT LIVING TRUST-THOMAS A. HAUGHT TTEE | DE | COHEN SEQUOIA ENTERPRISES, LTD. | F | Control |
| THOMAS A. HAUGHT LIVING TRUST-THOMAS A. HAUGHT TTEE | DE | COHEN SEQUOIA ENTERPRISES, LTD. | F | Control |
| THOMAS A. HAUGHT LIVING TRUST-THOMAS A. HAUGHT TTEE | DE | COHEN SEQUOIA ENTERPRISES, LTD. | F | Control |
| BRIDGE HOLDINGS (BERMUDA) LTD | FE | WM INTERNATIONAL HOLDINGS LTD | E | Control |
| BRIDGE HOLDINGS (BERMUDA) LTD | FE | WM INTERNATIONAL HOLDINGS LTD | E | Control |
| BRIDGE HOLDINGS (BERMUDA) LTD | FE | WM INTERNATIONAL HOLDINGS LTD | E | Control |
| BRIDGE HOLDINGS (BERMUDA) LTD | FE | WM INTERNATIONAL HOLDINGS LTD | E | Control |
| BRIDGE HOLDINGS (BERMUDA) LTD | FE | WM INTERNATIONAL HOLDINGS LTD | E | Control |
| BRIDGE HOLDINGS (BERMUDA) LTD | FE | WM INTERNATIONAL HOLDINGS LTD | E | Control |
| BRIDGE HOLDINGS (BERMUDA) LTD | FE | WM INTERNATIONAL HOLDINGS LTD | E | Control |
| BRIDGE HOLDINGS (BERMUDA) LTD | FE | WM INTERNATIONAL HOLDINGS LTD | E | Control |
| BRIDGE HOLDINGS (BERMUDA) LTD | FE | WM INTERNATIONAL HOLDINGS LTD | E | Control |
| BRIDGE HOLDINGS (BERMUDA) LTD | FE | WM INTERNATIONAL HOLDINGS LTD | E | Control |
| BRIDGE HOLDINGS (BERMUDA) LTD | FE | WM INTERNATIONAL HOLDINGS LTD | E | Control |
| COHEN SEQUOIA ENTERPRISES, LTD. | DE | SEQUOIA FINANCIAL GROUP, LLC | E | Control |
| COHEN SEQUOIA ENTERPRISES, LTD. | DE | SEQUOIA FINANCIAL GROUP, LLC | E | Control |
| COHEN SEQUOIA ENTERPRISES, LTD. | DE | SEQUOIA FINANCIAL GROUP, LLC | E | Control |
| COHEN SEQUOIA ENTERPRISES, LTD. | DE | SEQUOIA FINANCIAL GROUP, LLC | E | |
| COHEN SEQUOIA ENTERPRISES, LTD. | DE | SEQUOIA FINANCIAL GROUP, LLC | E | |
| COHEN SEQUOIA ENTERPRISES, LTD. | DE | SEQUOIA FINANCIAL GROUP, LLC | E | |
| COHEN SEQUOIA ENTERPRISES, LTD. | DE | SEQUOIA FINANCIAL GROUP, LLC | E | Control |
| COHEN SEQUOIA ENTERPRISES, LTD. | DE | SEQUOIA FINANCIAL GROUP, LLC | E | |
| COHEN SEQUOIA ENTERPRISES, LTD. | DE | SEQUOIA FINANCIAL GROUP, LLC | E | |
| COHEN SEQUOIA ENTERPRISES, LTD. | DE | SEQUOIA FINANCIAL GROUP, LLC | E | |
| COHEN SEQUOIA ENTERPRISES, LTD. | DE | SEQUOIA FINANCIAL GROUP, LLC | E | |
| COHEN SEQUOIA ENTERPRISES, LTD. | DE | SEQUOIA FINANCIAL GROUP, LLC | E | |
| COHEN SEQUOIA ENTERPRISES, LTD. | DE | SEQUOIA FINANCIAL GROUP, LLC | E | |
| COHEN SEQUOIA ENTERPRISES, LTD. | DE | SEQUOIA FINANCIAL GROUP, LLC | E | |
| COHEN SEQUOIA ENTERPRISES, LTD. | DE | SEQUOIA FINANCIAL GROUP, LLC | E | |
| COHEN SEQUOIA ENTERPRISES, LTD. | DE | SEQUOIA FINANCIAL GROUP, LLC | E | |
| COHEN SEQUOIA ENTERPRISES, LTD. | DE | SEQUOIA FINANCIAL GROUP, LLC | E | |
| COHEN SEQUOIA ENTERPRISES, LTD. | DE | SEQUOIA FINANCIAL GROUP, LLC | E | |
| COHEN SEQUOIA ENTERPRISES, LTD. | DE | SEQUOIA FINANCIAL GROUP, LLC | E | |
| COHEN SEQUOIA ENTERPRISES, LTD. | DE | SEQUOIA FINANCIAL GROUP, LLC | E | |
| COHEN SEQUOIA ENTERPRISES, LTD. | DE | SEQUOIA FINANCIAL GROUP, LLC | E | |
| COHEN SEQUOIA ENTERPRISES, LTD. | DE | SEQUOIA FINANCIAL GROUP, LLC | E | |
| COHEN SEQUOIA ENTERPRISES, LTD. | DE | SEQUOIA FINANCIAL GROUP, LLC | E | |
| COHEN SEQUOIA ENTERPRISES, LTD. | DE | SEQUOIA FINANCIAL GROUP, LLC | E | |
| COHEN SEQUOIA ENTERPRISES, LTD. | DE | SEQUOIA FINANCIAL GROUP, LLC | E | |
| COHEN SEQUOIA ENTERPRISES, LTD. | DE | SEQUOIA FINANCIAL GROUP, LLC | E | |
| COHEN SEQUOIA ENTERPRISES, LTD. | DE | SEQUOIA FINANCIAL GROUP, LLC | E | |
| COHEN SEQUOIA ENTERPRISES, LTD. | DE | SEQUOIA FINANCIAL GROUP, LLC | E | |
| COHEN SEQUOIA ENTERPRISES, LTD. | DE | SEQUOIA FINANCIAL GROUP, LLC | E | |
| COHEN SEQUOIA ENTERPRISES, LTD. | DE | SEQUOIA FINANCIAL GROUP, LLC | E | |
| COHEN SEQUOIA ENTERPRISES, LTD. | DE | SEQUOIA FINANCIAL GROUP, LLC | E | |
| COHEN SEQUOIA ENTERPRISES, LTD. | DE | SEQUOIA FINANCIAL GROUP, LLC | E | |
| HAUGHT, THOMAS, ARTHUR | I | THOMAS A. HAUGHT LIVING TRUST | E | Control |
| HAUGHT, THOMAS, ARTHUR | I | THOMAS A. HAUGHT LIVING TRUST | E | Control |
| HAUGHT, THOMAS, ARTHUR | I | THOMAS A. HAUGHT LIVING TRUST | E | Control |
| HAUGHT, THOMAS, ARTHUR | I | THOMAS A. HAUGHT LIVING TRUST | E | Control |
| HAUGHT, THOMAS, ARTHUR | I | THOMAS A. HAUGHT LIVING TRUST | E | Control |
| HAUGHT, THOMAS, ARTHUR | I | THOMAS A. HAUGHT LIVING TRUST | E | Control |
| HAUGHT, THOMAS, ARTHUR | I | THOMAS A. HAUGHT LIVING TRUST | E | Control |
| HAUGHT, THOMAS, ARTHUR | I | THOMAS A. HAUGHT LIVING TRUST | E | Control |
| HAUGHT, THOMAS, ARTHUR | I | THOMAS A. HAUGHT LIVING TRUST | E | Control |
| HAUGHT, THOMAS, ARTHUR | I | THOMAS A. HAUGHT LIVING TRUST | E | Control |
| HAUGHT, THOMAS, ARTHUR | I | THOMAS A. HAUGHT LIVING TRUST | E | Control |
| HAUGHT, THOMAS, ARTHUR | I | THOMAS A. HAUGHT LIVING TRUST | E | Control |
| HAUGHT, THOMAS, ARTHUR | I | THOMAS A. HAUGHT LIVING TRUST | E | Control |
| HAUGHT, THOMAS, ARTHUR | I | THOMAS A. HAUGHT LIVING TRUST | E | Control |
| HAUGHT, THOMAS, ARTHUR | I | THOMAS A. HAUGHT LIVING TRUST | E | Control |
| HAUGHT, THOMAS, ARTHUR | I | THOMAS A. HAUGHT LIVING TRUST | E | Control |
| HAUGHT, THOMAS, ARTHUR | I | THOMAS A. HAUGHT LIVING TRUST | E | Control |
| HAUGHT, THOMAS, ARTHUR | I | THOMAS A. HAUGHT LIVING TRUST | E | Control |
| HAUGHT, THOMAS, ARTHUR | I | THOMAS A. HAUGHT LIVING TRUST | E | Control |
| HAUGHT, THOMAS, ARTHUR | I | THOMAS A. HAUGHT LIVING TRUST | E | Control |
| HAUGHT, THOMAS, ARTHUR | I | THOMAS A. HAUGHT LIVING TRUST | E | Control |
| HAUGHT, THOMAS, ARTHUR | I | THOMAS A. HAUGHT LIVING TRUST | E | Control |
| HAUGHT, THOMAS, ARTHUR | I | THOMAS A. HAUGHT LIVING TRUST | E | Control |
| HAUGHT, THOMAS, ARTHUR | I | THOMAS A. HAUGHT LIVING TRUST | E | Control |
| HAUGHT, THOMAS, ARTHUR | I | THOMAS A. HAUGHT LIVING TRUST | E | Control |
| HAUGHT, THOMAS, ARTHUR | I | THOMAS A. HAUGHT LIVING TRUST | E | Control |
| HAUGHT, THOMAS, ARTHUR | I | THOMAS A. HAUGHT LIVING TRUST | E | Control |
| HAUGHT, THOMAS, ARTHUR | I | THOMAS A. HAUGHT LIVING TRUST | E | Control |
| HAUGHT, THOMAS, ARTHUR | I | THOMAS A. HAUGHT LIVING TRUST | E | Control |
| HAUGHT, THOMAS, ARTHUR | I | THOMAS A. HAUGHT LIVING TRUST | E | Control |
| HAUGHT, THOMAS, ARTHUR | I | THOMAS A. HAUGHT LIVING TRUST | E | Control |
| HAUGHT, THOMAS, ARTHUR | I | THOMAS A. HAUGHT LIVING TRUST | E | Control |
| KUDU INVESTMENT HOLDINGS, LLC | DE | KUDU INVESTMENT US, LLC | E | Control |
| KUDU INVESTMENT HOLDINGS, LLC | DE | KUDU INVESTMENT US, LLC | E | Control |
| KUDU INVESTMENT HOLDINGS, LLC | DE | KUDU INVESTMENT US, LLC | E | Control |
| KUDU INVESTMENT HOLDINGS, LLC | DE | KUDU INVESTMENT US, LLC | E | Control |
| KUDU INVESTMENT HOLDINGS, LLC | DE | KUDU INVESTMENT US, LLC | E | Control |
| KUDU INVESTMENT HOLDINGS, LLC | DE | KUDU INVESTMENT US, LLC | E | Control |
| KUDU INVESTMENT HOLDINGS, LLC | DE | KUDU INVESTMENT US, LLC | E | Control |
| KUDU INVESTMENT HOLDINGS, LLC | DE | KUDU INVESTMENT US, LLC | E | Control |
| KUDU INVESTMENT HOLDINGS, LLC | DE | KUDU INVESTMENT US, LLC | E | Control |
| KUDU INVESTMENT HOLDINGS, LLC | DE | KUDU INVESTMENT US, LLC | E | Control |
| KUDU INVESTMENT HOLDINGS, LLC | DE | KUDU INVESTMENT US, LLC | E | Control |
| KUDU INVESTMENT MANAGEMENT, LLC | DE | KUDU INVESTMENT HOLDINGS, LLC | E | Control |
| KUDU INVESTMENT MANAGEMENT, LLC | DE | KUDU INVESTMENT HOLDINGS, LLC | E | Control |
| KUDU INVESTMENT MANAGEMENT, LLC | DE | KUDU INVESTMENT HOLDINGS, LLC | E | Control |
| KUDU INVESTMENT MANAGEMENT, LLC | DE | KUDU INVESTMENT HOLDINGS, LLC | E | Control |
| KUDU INVESTMENT MANAGEMENT, LLC | DE | KUDU INVESTMENT HOLDINGS, LLC | E | Control |
| KUDU INVESTMENT MANAGEMENT, LLC | DE | KUDU INVESTMENT HOLDINGS, LLC | E | Control |
| KUDU INVESTMENT MANAGEMENT, LLC | DE | KUDU INVESTMENT HOLDINGS, LLC | E | Control |
| KUDU INVESTMENT MANAGEMENT, LLC | DE | KUDU INVESTMENT HOLDINGS, LLC | E | Control |
| KUDU INVESTMENT MANAGEMENT, LLC | DE | KUDU INVESTMENT HOLDINGS, LLC | E | Control |
| KUDU INVESTMENT MANAGEMENT, LLC | DE | KUDU INVESTMENT HOLDINGS, LLC | E | Control |
| KUDU INVESTMENT MANAGEMENT, LLC | DE | KUDU INVESTMENT HOLDINGS, LLC | E | Control |
| MUIR INTERMEDIATE, LLC | DE | SEQUOIA FINANCIAL GROUP, LLC | E | Control |
| MUIR INTERMEDIATE, LLC | DE | SEQUOIA FINANCIAL GROUP, LLC | E | Control |
| MUIR PARENT, LLC | DE | MUIR INTERMEDIATE, LLC | E | Control |
| MUIR PARENT, LLC | DE | MUIR INTERMEDIATE, LLC | E | Control |
| WHITE MOUNTAINS INSURANCE GROUP, LTD | FE | BRIDGE HOLDINGS (BERMUDA) LTD | E | Control |
| WHITE MOUNTAINS INSURANCE GROUP, LTD | FE | BRIDGE HOLDINGS (BERMUDA) LTD | E | Control |
| WHITE MOUNTAINS INSURANCE GROUP, LTD | FE | BRIDGE HOLDINGS (BERMUDA) LTD | E | Control |
| WHITE MOUNTAINS INSURANCE GROUP, LTD | FE | BRIDGE HOLDINGS (BERMUDA) LTD | E | Control |
| WHITE MOUNTAINS INSURANCE GROUP, LTD | FE | BRIDGE HOLDINGS (BERMUDA) LTD | E | Control |
| WHITE MOUNTAINS INSURANCE GROUP, LTD | FE | BRIDGE HOLDINGS (BERMUDA) LTD | E | Control |
| WHITE MOUNTAINS INSURANCE GROUP, LTD | FE | BRIDGE HOLDINGS (BERMUDA) LTD | E | Control |
| WHITE MOUNTAINS INSURANCE GROUP, LTD | FE | BRIDGE HOLDINGS (BERMUDA) LTD | E | Control |
| WHITE MOUNTAINS INSURANCE GROUP, LTD | FE | BRIDGE HOLDINGS (BERMUDA) LTD | E | Control |
| WHITE MOUNTAINS INSURANCE GROUP, LTD | FE | BRIDGE HOLDINGS (BERMUDA) LTD | E | Control |
| WHITE MOUNTAINS INSURANCE GROUP, LTD | FE | BRIDGE HOLDINGS (BERMUDA) LTD | E | Control |
| WM INTERNATIONAL HOLDINGS LTD | FE | WM REGENT LTD | E | Control |
| WM INTERNATIONAL HOLDINGS LTD | FE | WM REGENT LTD | E | Control |
| WM INTERNATIONAL HOLDINGS LTD | FE | WM REGENT LTD | E | Control |
| WM INTERNATIONAL HOLDINGS LTD | FE | WM REGENT LTD | E | Control |
| WM INTERNATIONAL HOLDINGS LTD | FE | WM REGENT LTD | E | Control |
| WM INTERNATIONAL HOLDINGS LTD | FE | WM REGENT LTD | E | Control |
| WM INTERNATIONAL HOLDINGS LTD | FE | WM REGENT LTD | E | Control |
| WM INTERNATIONAL HOLDINGS LTD | FE | WM REGENT LTD | E | Control |
| WM INTERNATIONAL HOLDINGS LTD | FE | WM REGENT LTD | E | Control |
| WM INTERNATIONAL HOLDINGS LTD | FE | WM REGENT LTD | E | Control |
| WM INTERNATIONAL HOLDINGS LTD | FE | WM REGENT LTD | E | Control |
| WM REGENT LTD | FE | KUDU INVESTMENT MANAGEMENT, LLC | E | Control |
| WM REGENT LTD | FE | KUDU INVESTMENT MANAGEMENT, LLC | E | Control |
| WM REGENT LTD | FE | KUDU INVESTMENT MANAGEMENT, LLC | E | Control |
| WM REGENT LTD | FE | KUDU INVESTMENT MANAGEMENT, LLC | E | Control |
| WM REGENT LTD | FE | KUDU INVESTMENT MANAGEMENT, LLC | E | Control |
| WM REGENT LTD | FE | KUDU INVESTMENT MANAGEMENT, LLC | E | Control |
| WM REGENT LTD | FE | KUDU INVESTMENT MANAGEMENT, LLC | E | Control |
| WM REGENT LTD | FE | KUDU INVESTMENT MANAGEMENT, LLC | E | Control |
| WM REGENT LTD | FE | KUDU INVESTMENT MANAGEMENT, LLC | E | Control |
| WM REGENT LTD | FE | KUDU INVESTMENT MANAGEMENT, LLC | E | Control |
| WM REGENT LTD | FE | KUDU INVESTMENT MANAGEMENT, LLC | E | Control |
| AMG PANTHEON LEAD FUND, LLC | DE | SHERMAN OPPORTUNITY OPPORTUNITY - A LP | D | |
| AMG PANTHEON LEAD FUND, LLC | DE | SHERMAN OPPORTUNITY OPPORTUNITY - A LP | D | |
| AMG PANTHEON LEAD FUND, LLC | DE | SHERMAN OPPORTUNITY OPPORTUNITY - A LP | D | |
| AMG PANTHEON LEAD FUND, LLC | DE | SHERMAN OPPORTUNITY OPPORTUNITY - A LP | D | |
| AMG PANTHEON LEAD FUND, LLC | DE | SHERMAN OPPORTUNITY OPPORTUNITY - A LP | D | |
| AMG PANTHEON LEAD FUND, LLC | DE | SHERMAN OPPORTUNITY OPPORTUNITY - A LP | D | |
| AMG PANTHEON LEAD FUND, LLC | DE | SHERMAN OPPORTUNITY OPPORTUNITY - A LP | D | |
| AMG PANTHEON LEAD FUND, LLC | DE | SHERMAN OPPORTUNITY OPPORTUNITY - A LP | D | |
| AMG PANTHEON LEAD FUND, LLC | DE | SHERMAN OPPORTUNITY OPPORTUNITY - A LP | D | |
| AMG PANTHEON LEAD FUND, LLC | DE | SHERMAN OPPORTUNITY OPPORTUNITY - A LP | D | |
| COHEN & COMPANY INVESTMENT PARTNERS, LLC | DE | SEQUOIA FINANCIAL GROUP, LLC | D | Control |
| COHEN & COMPANY INVESTMENT PARTNERS, LLC | DE | SEQUOIA FINANCIAL GROUP, LLC | D | Control |
| COHEN & COMPANY INVESTMENT PARTNERS, LLC | DE | SEQUOIA FINANCIAL GROUP, LLC | D | Control |
| COHEN & COMPANY INVESTMENT PARTNERS, LLC | DE | SEQUOIA FINANCIAL GROUP, LLC | D | Control |
| COHEN & COMPANY INVESTMENT PARTNERS, LLC | DE | SEQUOIA FINANCIAL GROUP, LLC | D | Control |
| COHEN & COMPANY INVESTMENT PARTNERS, LLC | DE | SEQUOIA FINANCIAL GROUP, LLC | D | Control |
| COHEN & COMPANY INVESTMENT PARTNERS, LLC | DE | SEQUOIA FINANCIAL GROUP, LLC | D | Control |
| COHEN & COMPANY INVESTMENT PARTNERS, LLC | DE | SEQUOIA FINANCIAL GROUP, LLC | D | Control |
| COHEN SEQUOIA ENTERPRISES, LTD. | DE | SEQUOIA FINANCIAL GROUP, LLC | D | |
| COHEN SEQUOIA ENTERPRISES, LTD. | DE | SEQUOIA FINANCIAL GROUP, LLC | D | |
| COHEN SEQUOIA ENTERPRISES, LTD. | DE | SEQUOIA FINANCIAL GROUP, LLC | D | |
| COHEN SEQUOIA ENTERPRISES, LTD. | DE | SEQUOIA FINANCIAL GROUP, LLC | D | |
| COHEN SEQUOIA ENTERPRISES, LTD. | DE | SEQUOIA FINANCIAL GROUP, LLC | D | |
| COHEN SEQUOIA ENTERPRISES, LTD. | DE | SEQUOIA FINANCIAL GROUP, LLC | D | |
| COHEN & COMPANY INVESTMENT PARTNERS, LLC | DE | SEQUOIA FINANCIAL GROUP, LLC | C | |
| COHEN & COMPANY INVESTMENT PARTNERS, LLC | DE | SEQUOIA FINANCIAL GROUP, LLC | C | |
| COHEN & COMPANY INVESTMENT PARTNERS, LLC | DE | SEQUOIA FINANCIAL GROUP, LLC | C | |
| COHEN & COMPANY INVESTMENT PARTNERS, LLC | DE | SEQUOIA FINANCIAL GROUP, LLC | C | |
| COHEN & COMPANY INVESTMENT PARTNERS, LLC | DE | SEQUOIA FINANCIAL GROUP, LLC | C | |
| COHEN & COMPANY INVESTMENT PARTNERS, LLC | DE | SEQUOIA FINANCIAL GROUP, LLC | C | |
| COHEN & COMPANY INVESTMENT PARTNERS, LLC | DE | SEQUOIA FINANCIAL GROUP, LLC | C | |
| COHEN & COMPANY INVESTMENT PARTNERS, LLC | DE | SEQUOIA FINANCIAL GROUP, LLC | C | |
| COHEN & COMPANY INVESTMENT PARTNERS, LLC | DE | SEQUOIA FINANCIAL GROUP, LLC | C | |
| COHEN & COMPANY LTD | DE | COHEN SEQUOIA ENTERPRISES, LTD. | C | Control |
| COHEN & COMPANY LTD | DE | COHEN SEQUOIA ENTERPRISES, LTD. | C | Control |
| COHEN & COMPANY LTD | DE | COHEN SEQUOIA ENTERPRISES, LTD. | C | Control |
| COHEN SEQUOIA ENTERPRISES, LTD. | DE | SEQUOIA FINANCIAL GROUP, LLC | C | |
| COHEN SEQUOIA ENTERPRISES, LTD. | DE | SEQUOIA FINANCIAL GROUP, LLC | C | |
| COLLER PARTNERS 815 LP INCORPORATED | FE | SHERMAN OPPORTUNITY OPPORTUNITY - A LP | C | |
| COLLER PARTNERS 815 LP INCORPORATED | FE | SHERMAN OPPORTUNITY OPPORTUNITY - A LP | C | |
| COLLER PARTNERS 815 LP INCORPORATED | FE | SHERMAN OPPORTUNITY OPPORTUNITY - A LP | C | |
| COLLER PARTNERS 815 LP INCORPORATED | FE | SHERMAN OPPORTUNITY OPPORTUNITY - A LP | C | |
| COLLER PARTNERS 815 LP INCORPORATED | FE | SHERMAN OPPORTUNITY OPPORTUNITY - A LP | C | |
| COLLER PARTNERS 815 LP INCORPORATED | FE | SHERMAN OPPORTUNITY OPPORTUNITY - A LP | C | |
| COLLER PARTNERS 815 LP INCORPORATED | FE | SHERMAN OPPORTUNITY OPPORTUNITY - A LP | C | |
| COLLER PARTNERS 815 LP INCORPORATED | FE | SHERMAN OPPORTUNITY OPPORTUNITY - A LP | C | |
| COLLER PARTNERS 815 LP INCORPORATED | FE | SHERMAN OPPORTUNITY OPPORTUNITY - A LP | C | |
| COLLER PARTNERS 815 LP INCORPORATED | FE | SHERMAN OPPORTUNITY OPPORTUNITY - A LP | C | |
| HAUGHT, THOMAS, ARTHUR | I | THOMAS A. HAUGHT LIVING TRUST | C | Control |
| HAUGHT, THOMAS, ARTHUR | I | THOMAS A. HAUGHT LIVING TRUST | C | Control |
| HAUGHT, THOMAS, ARTHUR | I | THOMAS A. HAUGHT LIVING TRUST | C | Control |
| KUDU INVESTMENT US, LLC | DE | SEQUOIA FINANCIAL GROUP, LLC | C | |
| KUDU INVESTMENT US, LLC | DE | SEQUOIA FINANCIAL GROUP, LLC | C | |
| KUDU INVESTMENT US, LLC | DE | SEQUOIA FINANCIAL GROUP, LLC | C | |
| KUDU INVESTMENT US, LLC | DE | SEQUOIA FINANCIAL GROUP, LLC | C | |
| KUDU INVESTMENT US, LLC | DE | SEQUOIA FINANCIAL GROUP, LLC | C | |
| KUDU INVESTMENT US, LLC | DE | SEQUOIA FINANCIAL GROUP, LLC | C | |
| KUDU INVESTMENT US, LLC | DE | SEQUOIA FINANCIAL GROUP, LLC | C | |
| KUDU INVESTMENT US, LLC | DE | SEQUOIA FINANCIAL GROUP, LLC | C | |
| KUDU INVESTMENT US, LLC | DE | SEQUOIA FINANCIAL GROUP, LLC | C | |
| KUDU INVESTMENT US, LLC | DE | SEQUOIA FINANCIAL GROUP, LLC | C | |
| KUDU INVESTMENT US, LLC | DE | SEQUOIA FINANCIAL GROUP, LLC | C | |
| KUDU INVESTMENT US, LLC | DE | SEQUOIA FINANCIAL GROUP, LLC | C | |
| KUDU INVESTMENT US, LLC | DE | SEQUOIA FINANCIAL GROUP, LLC | C | |
| KUDU INVESTMENT US, LLC | DE | SEQUOIA FINANCIAL GROUP, LLC | C | |
| SHERMAN AGGREGATOR, LP | DE | SEQUOIA FINANCIAL GROUP, LLC | C | |
| SHERMAN AGGREGATOR, LP | DE | SEQUOIA FINANCIAL GROUP, LLC | C | |
| SHERMAN AGGREGATOR, LP | DE | SEQUOIA FINANCIAL GROUP, LLC | C | |
| SHERMAN AGGREGATOR, LP | DE | SEQUOIA FINANCIAL GROUP, LLC | C | |
| SHERMAN AGGREGATOR, LP | DE | SEQUOIA FINANCIAL GROUP, LLC | C | |
| SHERMAN AGGREGATOR, LP | DE | SEQUOIA FINANCIAL GROUP, LLC | C | |
| SHERMAN AGGREGATOR, LP | DE | SEQUOIA FINANCIAL GROUP, LLC | C | |
| SHERMAN AGGREGATOR, LP | DE | SEQUOIA FINANCIAL GROUP, LLC | C | |
| SHERMAN AGGREGATOR, LP | DE | SEQUOIA FINANCIAL GROUP, LLC | C | |
| SHERMAN AGGREGATOR, LP | DE | SEQUOIA FINANCIAL GROUP, LLC | C | |
| SHERMAN OPPORTUNITY OPPORTUNITY - A LP | DE | SHERMAN AGGREGATOR, LP | C | |
| SHERMAN OPPORTUNITY OPPORTUNITY - A LP | DE | SHERMAN AGGREGATOR, LP | C | |
| SHERMAN OPPORTUNITY OPPORTUNITY - A LP | DE | SHERMAN AGGREGATOR, LP | C | |
| SHERMAN OPPORTUNITY OPPORTUNITY - A LP | DE | SHERMAN AGGREGATOR, LP | C | |
| SHERMAN OPPORTUNITY OPPORTUNITY - A LP | DE | SHERMAN AGGREGATOR, LP | C | |
| SHERMAN OPPORTUNITY OPPORTUNITY - A LP | DE | SHERMAN AGGREGATOR, LP | C | |
| SHERMAN OPPORTUNITY OPPORTUNITY - A LP | DE | SHERMAN AGGREGATOR, LP | C | |
| SHERMAN OPPORTUNITY OPPORTUNITY - A LP | DE | SHERMAN AGGREGATOR, LP | C | |
| SHERMAN OPPORTUNITY OPPORTUNITY - A LP | DE | SHERMAN AGGREGATOR, LP | C | |
| SHERMAN OPPORTUNITY OPPORTUNITY - A LP | DE | SHERMAN AGGREGATOR, LP | C | |
| THOMAS A. HAUGHT LIVING TRUST | DE | SEQUOIA FINANCIAL GROUP, LLC | C | Control |
| THOMAS A. HAUGHT LIVING TRUST | DE | COHEN SEQUOIA ENTERPRISES, LTD. | C | Control |
| THOMAS A. HAUGHT LIVING TRUST | DE | COHEN SEQUOIA ENTERPRISES, LTD. | C | Control |
| THOMAS A. HAUGHT LIVING TRUST | DE | COHEN SEQUOIA ENTERPRISES, LTD. | C | Control |
| THOMAS A. HAUGHT LIVING TRUST | DE | SEQUOIA FINANCIAL GROUP, LLC | C | Control |
| THOMAS A. HAUGHT LIVING TRUST | DE | SEQUOIA FINANCIAL GROUP, LLC | C | Control |
| THOMAS A. HAUGHT LIVING TRUST | DE | SEQUOIA FINANCIAL GROUP, LLC | C | Control |
| THOMAS A. HAUGHT LIVING TRUST | DE | COHEN SEQUOIA ENTERPRISES, LTD. | C | Control |
| THOMAS A. HAUGHT LIVING TRUST | DE | SEQUOIA FINANCIAL GROUP, LLC | C | Control |
| THOMAS A. HAUGHT LIVING TRUST | DE | SEQUOIA FINANCIAL GROUP, LLC | C | Control |
| THOMAS A. HAUGHT LIVING TRUST | DE | SEQUOIA FINANCIAL GROUP, LLC | C | Control |
| THOMAS A. HAUGHT LIVING TRUST | DE | SEQUOIA FINANCIAL GROUP, LLC | C | Control |
| THOMAS A. HAUGHT LIVING TRUST | DE | COHEN SEQUOIA ENTERPRISES, LTD. | C | Control |
| THOMAS A. HAUGHT LIVING TRUST | DE | COHEN SEQUOIA ENTERPRISES, LTD. | C | Control |
| THOMAS A. HAUGHT LIVING TRUST | DE | SEQUOIA FINANCIAL GROUP, LLC | C | Control |
| THOMAS A. HAUGHT LIVING TRUST | DE | COHEN SEQUOIA ENTERPRISES, LTD. | C | Control |
| THOMAS A. HAUGHT LIVING TRUST | DE | SEQUOIA FINANCIAL GROUP, LLC | C | Control |
| THOMAS A. HAUGHT LIVING TRUST | DE | SEQUOIA FINANCIAL GROUP, LLC | C | Control |
| THOMAS A. HAUGHT LIVING TRUST | DE | SEQUOIA FINANCIAL GROUP, LLC | C | Control |
| THOMAS A. HAUGHT LIVING TRUST | DE | SEQUOIA FINANCIAL GROUP, LLC | C | Control |
| THOMAS A. HAUGHT LIVING TRUST | DE | SEQUOIA FINANCIAL GROUP, LLC | C | Control |
| THOMAS A. HAUGHT LIVING TRUST | DE | SEQUOIA FINANCIAL GROUP, LLC | C | Control |
| THOMAS A. HAUGHT LIVING TRUST | DE | SEQUOIA FINANCIAL GROUP, LLC | C | Control |
| THOMAS A. HAUGHT LIVING TRUST | DE | SEQUOIA FINANCIAL GROUP, LLC | C | Control |
| THOMAS A. HAUGHT LIVING TRUST | DE | SEQUOIA FINANCIAL GROUP, LLC | C | Control |
| THOMAS A. HAUGHT LIVING TRUST | DE | SEQUOIA FINANCIAL GROUP, LLC | C | Control |
| THOMAS A. HAUGHT LIVING TRUST | DE | SEQUOIA FINANCIAL GROUP, LLC | C | Control |
| THOMAS A. HAUGHT LIVING TRUST | DE | SEQUOIA FINANCIAL GROUP, LLC | C | Control |
| THOMAS A. HAUGHT LIVING TRUST | DE | SEQUOIA FINANCIAL GROUP, LLC | C | Control |
| THOMAS A. HAUGHT LIVING TRUST | DE | SEQUOIA FINANCIAL GROUP, LLC | C | Control |
| THOMAS A. HAUGHT LIVING TRUST | DE | SEQUOIA FINANCIAL GROUP, LLC | C | Control |
| THOMAS A. HAUGHT LIVING TRUST | DE | SEQUOIA FINANCIAL GROUP, LLC | C | Control |
| THOMAS A. HAUGHT LIVING TRUST | DE | SEQUOIA FINANCIAL GROUP, LLC | C | Control |
| THOMAS A. HAUGHT LIVING TRUST | DE | SEQUOIA FINANCIAL GROUP, LLC | C | Control |
| THOMAS A. HAUGHT LIVING TRUST | DE | SEQUOIA FINANCIAL GROUP, LLC | C | Control |
| THOMAS A. HAUGHT LIVING TRUST | DE | SEQUOIA FINANCIAL GROUP, LLC | C | Control |
| THOMAS A. HAUGHT LIVING TRUST | DE | SEQUOIA FINANCIAL GROUP, LLC | C | Control |
| THOMAS A. HAUGHT LIVING TRUST | DE | SEQUOIA FINANCIAL GROUP, LLC | C | Control |
| THOMAS A. HAUGHT LIVING TRUST | DE | SEQUOIA FINANCIAL GROUP, LLC | C | Control |
| THOMAS A. HAUGHT LIVING TRUST | DE | SEQUOIA FINANCIAL GROUP, LLC | C | Control |
| THOMAS A. HAUGHT LIVING TRUST | DE | SEQUOIA FINANCIAL GROUP, LLC | C | Control |
| THOMAS A. HAUGHT LIVING TRUST | DE | SEQUOIA FINANCIAL GROUP, LLC | C | Control |
| THOMAS A. HAUGHT LIVING TRUST | DE | SEQUOIA FINANCIAL GROUP, LLC | C | Control |
| THOMAS A. HAUGHT LIVING TRUST | DE | SEQUOIA FINANCIAL GROUP, LLC | C | Control |
| THOMAS A. HAUGHT LIVING TRUST | DE | SEQUOIA FINANCIAL GROUP, LLC | C | Control |
| THOMAS A. HAUGHT LIVING TRUST | DE | SEQUOIA FINANCIAL GROUP, LLC | C | Control |
| THOMAS A. HAUGHT LIVING TRUST | DE | SEQUOIA FINANCIAL GROUP, LLC | C | Control |
| VALEAS CAPITAL PARTNERS FUND I LP | DE | SHERMAN AGGREGATOR, LP | C | |
| VALEAS CAPITAL PARTNERS FUND I LP | DE | SHERMAN AGGREGATOR, LP | C | |
| VALEAS CAPITAL PARTNERS FUND I LP | DE | SHERMAN AGGREGATOR, LP | C | |
| VALEAS CAPITAL PARTNERS FUND I LP | DE | SHERMAN AGGREGATOR, LP | C | |
| VALEAS CAPITAL PARTNERS FUND I LP | DE | SHERMAN AGGREGATOR, LP | C | |
| VALEAS CAPITAL PARTNERS FUND I LP | DE | SHERMAN AGGREGATOR, LP | C | |
| VALEAS CAPITAL PARTNERS FUND I LP | DE | SHERMAN AGGREGATOR, LP | C | |
| VALEAS CAPITAL PARTNERS FUND I LP | DE | SHERMAN AGGREGATOR, LP | C | |
| VALEAS CAPITAL PARTNERS FUND I LP | DE | SHERMAN AGGREGATOR, LP | C | |
| VALEAS CAPITAL PARTNERS FUND I LP | DE | SHERMAN AGGREGATOR, LP | C |
Registrations
Federal
IA
Oct 20, 2025 REGISTERED
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