INSTITUTE FOR WEALTH MANAGEMENT LLC
Legal name: THE INSTITUTE
CRD #127207 SEC #801-67624 DENVER, CO 303-572-3500
SEC Registered Private Funds
Total AUM
$1.2B
Discretionary
$1.1B
Employees
5
Clients
251
Accounts
1,848
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 28, 2025
- Branch Offices
- 8
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BENEDETTI, ANTHONY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BENEDETTI, ANTHONY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BENEDETTI, ANTHONY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BENEDETTI, ANTHONY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BENEDETTI, ANTHONY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COLLINS, KIMBERLY, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GOLDSTEIN, STEVEN, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | |
| GOLDSTEIN, STEVEN, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | |
| JOHNSON, DAVID, R. | I | CHEIF FINANCIAL OFFICER | NA | Control |
| JORGENSEN, JEFFERY, FRANDS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JORGENSEN, JEFFERY, FRANDS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JORGENSEN, JEFFERY, FRANDS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JORGENSEN, JEFFERY, FRANDS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JORGENSEN, JEFFERY, FRANDS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JORGENSEN, JEFFERY, FRANDS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JORGENSEN, JEFFERY, FRANDS | I | CHIEF COMPLIANCE OFFICER | NA | |
| JORGENSEN, JEFFERY, FRANDS | I | CHIEF COMPLIANCE OFFICER | NA | |
| JORGENSEN, JEFFERY, FRANDS | I | CHIEF COMPLIANCE OFFICER | NA | |
| JORGENSEN, JEFFERY, FRANDS | I | CHIEF OPERATIONS OFFICER | NA | Control |
| JORGENSEN, JEFFERY, FRANDS | I | CHIEF OPERATIONS OFFICER | NA | Control |
| JORGENSEN, JEFFERY, FRANDS | I | CHIEF OPERATIONS OFFICER | NA | Control |
| JORGENSEN, JEFFERY, FRANDS | I | CHIEF OPERATIONS OFFICER | NA | Control |
| JORGENSEN, JEFFERY, FRANDS | I | CHIEF OPERATIONS OFFICER | NA | Control |
| JORGENSEN, JEFFERY, FRANDS | I | CHIEF OPERATIONS OFFICER | NA | Control |
| JORGENSEN, JEFFERY, FRANDS | I | CHIEF OPERATIONS OFFICER | NA | Control |
| JORGENSEN, JEFFERY, FRANDS | I | CHIEF OPERATIONS OFFICER | NA | Control |
| JORGENSEN, JEFFERY, FRANDS | I | CHIEF OPERATIONS OFFICER | NA | Control |
| JORGENSEN, JEFFERY, FRANDS | I | CHIEF OPERATIONS OFFICER | NA | Control |
| JORGENSEN, JEFFERY, FRANDS | I | CHIEF OPERATIONS OFFICER | NA | Control |
| JORGENSEN, JEFFERY, FRANDS | I | CHIEF OPERATIONS OFFICER | NA | Control |
| JORGENSEN, JEFFERY, FRANDS | I | CHIEF OPERATIONS OFFICER | NA | Control |
| JORGENSEN, JEFFERY, FRANDS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JORGENSEN, JEFFERY, FRANDS | I | CHIEF OPERATIONS OFFICER | NA | Control |
| JORGENSEN, JEFFERY, FRANDS | I | CHIEF OPERATIONS OFFICER | NA | Control |
| JORGENSEN, JEFFERY, FRANDS | I | CHIEF OPERATIONS OFFICER | NA | Control |
| JORGENSEN, JEFFERY, FRANDS | I | CHIEF OPERATIONS OFFICER | NA | Control |
| JORGENSEN, JEFFERY, FRANDS | I | CHIEF OPERATIONS OFFICER | NA | Control |
| JORGENSEN, JEFFERY, FRANDS | I | CHIEF OPERATIONS OFFICER | NA | Control |
| JORGENSEN, JEFFERY, FRANDS | I | CHIEF OPERATIONS OFFICER | NA | Control |
| JORGENSEN, JEFFERY, FRANDS | I | CHIEF OPERATIONS OFFICER | NA | Control |
| JORGENSEN, JEFFERY, FRANDS | I | CHIEF OPERATIONS OFFICER | NA | Control |
| JORGENSEN, JEFFERY, FRANDS | I | CHIEF OPERATIONS OFFICER | NA | Control |
| JORGENSEN, JEFFERY, FRANDS | I | CHIEF OPERATIONS OFFICER | NA | Control |
| JORGENSEN, JEFFERY, FRANDS | I | CHIEF OPERATIONS OFFICER | NA | Control |
| JORGENSEN, JEFFERY, FRANDS | I | CHIEF OPERATIONS OFFICER | NA | Control |
| JORGENSEN, JEFFERY, FRANDS | I | CHIEF OPERATIONS OFFICER | NA | Control |
| JORGENSEN, JEFFERY, FRANDS | I | CHIEF OPERATIONS OFFICER | NA | Control |
| JORGENSEN, JEFFERY, FRANDS | I | CHIEF OPERATIONS OFFICER | NA | Control |
| JORGENSEN, JEFFERY, FRANDS | I | CHIEF OPERATIONS OFFICER | NA | Control |
| JORGENSEN, JEFFERY, FRANDS | I | CHIEF OPERATIONS OFFICER | NA | Control |
| JORGENSEN, JEFFERY, FRANDS | I | CHIEF OPERATIONS OFFICER | NA | Control |
| JORGENSEN, JEFFERY, FRANDS | I | CHIEF OPERATIONS OFFICER | NA | Control |
| JORGENSEN, JEFFERY, FRANDS | I | CHIEF OPERATIONS OFFICER | NA | Control |
| JORGENSEN, JEFFERY, FRANDS | I | CHIEF OPERATIONS OFFICER | NA | Control |
| JORGENSEN, JEFFERY, FRANDS | I | CHIEF OPERATIONS OFFICER | NA | Control |
| JORGENSEN, JEFFERY, FRANDS | I | CHIEF OPERATIONS OFFICER | NA | Control |
| JORGENSEN, JEFFERY, FRANDS | I | CHIEF OPERATIONS OFFICER | NA | Control |
| JORGENSEN, JEFFERY, FRANDS | I | CHIEF OPERATIONS OFFICER | NA | Control |
| JORGENSEN, JEFFERY, FRANDS | I | CHIEF OPERATIONS OFFICER | NA | Control |
| JORGENSEN, JEFFERY, FRANDS | I | CHIEF OPERATIONS OFFICER | NA | Control |
| JORGENSEN, JEFFERY, FRANDS | I | CHIEF OPERATIONS OFFICER | NA | Control |
| JORGENSEN, JEFFERY, FRANDS | I | CHIEF OPERATIONS OFFICER | NA | Control |
| JORGENSEN, JEFFERY, FRANDS | I | CHIEF OPERATIONS OFFICER | NA | Control |
| JORGENSEN, JEFFERY, FRANDS | I | CHIEF OPERATIONS OFFICER | NA | Control |
| JORGENSEN, JEFFERY, FRANDS | I | CHIEF OPERATIONS OFFICER | NA | Control |
| JORGENSEN, JEFFERY, FRANDS | I | CHIEF OPERATIONS OFFICER | NA | Control |
| JORGENSEN, JEFFERY, FRANDS | I | CHIEF OPERATIONS OFFICER | NA | Control |
| JORGENSEN, JEFFERY, FRANDS | I | CHIEF OPERATIONS OFFICER | NA | Control |
| JORGENSEN, JEFFERY, FRANDS | I | CHIEF OPERATIONS OFFICER | NA | Control |
| JORGENSEN, JEFFERY, FRANDS | I | CHIEF OPERATIONS OFFICER | NA | Control |
| JORGENSEN, JEFFERY, FRANDS | I | CHIEF OPERATIONS OFFICER | NA | Control |
| JORGENSEN, JEFFERY, FRANDS | I | CHIEF OPERATIONS OFFICER | NA | Control |
| JORGENSEN, JEFFERY, FRANDS | I | CHIEF OPERATIONS OFFICER | NA | Control |
| JORGENSEN, JEFFERY, FRANDS | I | CHIEF OPERATIONS OFFICER | NA | Control |
| JORGENSEN, JEFFERY, FRANDS | I | CHIEF OPERATIONS OFFICER | NA | Control |
| JORGENSEN, JEFFERY, FRANDS | I | CHIEF OPERATIONS OFFICER | NA | Control |
| JORGENSEN, JEFFERY, FRANDS | I | CHIEF OPERATIONS OFFICER | NA | Control |
| JORGENSEN, JEFFERY, FRANDS | I | CHIEF OPERATIONS OFFICER | NA | Control |
| JORGENSEN, JEFFERY, FRANDS | I | CHIEF OPERATIONS OFFICER | NA | Control |
| JORGENSEN, JEFFERY, FRANDS | I | CHIEF OPERATIONS OFFICER | NA | Control |
| JORGENSEN, JEFFERY, FRANDS | I | CHIEF OPERATIONS OFFICER | NA | Control |
| JORGENSEN, JEFFERY, FRANDS | I | CHIEF OPERATIONS OFFICER | NA | Control |
| JORGENSEN, JEFFERY, FRANDS | I | CHIEF OPERATIONS OFFICER | NA | Control |
| JORGENSEN, JEFFERY, FRANDS | I | CHIEF OPERATIONS OFFICER | NA | Control |
| JORGENSEN, JEFFERY, FRANDS | I | CHIEF OPERATIONS OFFICER | NA | Control |
| JORGENSEN, JEFFERY, FRANDS | I | CHIEF OPERATIONS OFFICER | NA | Control |
| JORGENSEN, JEFFERY, FRANDS | I | CHIEF OPERATIONS OFFICER | NA | Control |
| JORGENSEN, JEFFERY, FRANDS | I | CHIEF OPERATIONS OFFICER | NA | Control |
| JORGENSEN, JEFFERY, FRANDS | I | CHIEF OPERATIONS OFFICER | NA | Control |
| JORGENSEN, JEFFERY, FRANDS | I | CHIEF OPERATIONS OFFICER | NA | Control |
| JORGENSEN, JEFFERY, FRANDS | I | CHIEF OPERATIONS OFFICER | NA | Control |
| JORGENSEN, JEFFERY, FRANDS | I | CHIEF OPERATIONS OFFICER | NA | Control |
| JORGENSEN, JEFFERY, FRANDS | I | CHIEF OPERATIONS OFFICER | NA | Control |
| JORGENSEN, JEFFERY, FRANDS | I | CHIEF OPERATIONS OFFICER | NA | Control |
| JORGENSEN, JEFFERY, FRANDS | I | CHIEF OPERATIONS OFFICER | NA | Control |
| JORGENSEN, JEFFERY, FRANDS | I | CHIEF OPERATIONS OFFICER | NA | Control |
| JORGENSEN, JEFFERY, FRANDS | I | CHIEF OPERATIONS OFFICER | NA | Control |
| JORGENSEN, JEFFERY, FRANDS | I | CHIEF OPERATIONS OFFICER | NA | Control |
| JORGENSEN, JEFFERY, FRANDS | I | CHIEF OPERATIONS OFFICER | NA | Control |
| JORGENSEN, JEFFERY, FRANDS | I | CHIEF OPERATIONS OFFICER | NA | Control |
| JORGENSEN, JEFFERY, FRANDS | I | CHIEF OPERATIONS OFFICER | NA | Control |
| JORGENSEN, JEFFERY, FRANDS | I | CHIEF OPERATIONS OFFICER | NA | Control |
| JORGENSEN, JEFFERY, FRANDS | I | CHIEF OPERATIONS OFFICER | NA | Control |
| JORGENSEN, JEFFERY, FRANDS | I | CHIEF OPERATIONS OFFICER | NA | Control |
| JORGENSEN, JEFFERY, FRANDS | I | CHIEF OPERATIONS OFFICER | NA | Control |
| JORGENSEN, JEFFERY, FRANDS | I | CHIEF OPERATIONS OFFICER | NA | Control |
| JORGENSEN, JEFFERY, FRANDS | I | CHIEF OPERATIONS OFFICER | NA | Control |
| LOCKWOOD, ELIZABETH, ANNE | I | VP OPERATIONS/CHIEF COMPLIANCE OFFICER | NA | Control |
| LOCKWOOD, ELIZABETH, ANNE | I | VP OPERATIONS/CHIEF COMPLIANCE OFFICER | NA | Control |
| LOCKWOOD, ELIZABETH, ANNE | I | VP OPERATIONS/CHIEF COMPLIANCE OFFICER | NA | Control |
| LOCKWOOD, ELIZABETH, ANNE | I | VP OPERATIONS/CHIEF COMPLIANCE OFFICER | NA | Control |
| LOCKWOOD, ELIZABETH, ANNE | I | VICE PRESIDENT - OPERATIONS | NA | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | PRESIDENT, CHIEF EXECUTIVE OFFICER | NA | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | PRESIDENT, CHIEF EXECUTIVE OFFICER | NA | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | PRESIDENT, CHIEF EXECUTIVE OFFICER | NA | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | PRESIDENT, CHIEF EXECUTIVE OFFICER | NA | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | PRESIDENT, CHIEF EXECUTIVE OFFICER | NA | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | PRESIDENT, CHIEF EXECUTIVE OFFICER | NA | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | PRESIDENT, CHIEF EXECUTIVE OFFICER | NA | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | PRESIDENT, CHIEF EXECUTIVE OFFICER | NA | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | PRESIDENT, CHIEF EXECUTIVE OFFICER | NA | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | PRESIDENT, CHIEF EXECUTIVE OFFICER | NA | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | PRESIDENT, CHIEF EXECUTIVE OFFICER | NA | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | PRESIDENT, CHIEF EXECUTIVE OFFICER | NA | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | PRESIDENT, CHIEF EXECUTIVE OFFICER | NA | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | PRESIDENT, CHIEF EXECUTIVE OFFICER | NA | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | PRESIDENT, CHIEF EXECUTIVE OFFICER | NA | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | PRESIDENT, CHIEF EXECUTIVE OFFICER | NA | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | PRESIDENT, CHIEF EXECUTIVE OFFICER | NA | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | PRESIDENT, CHIEF EXECUTIVE OFFICER | NA | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | PRESIDENT, CHIEF EXECUTIVE OFFICER | NA | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | PRESIDENT, CHIEF EXECUTIVE OFFICER | NA | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | PRESIDENT, CHIEF EXECUTIVE OFFICER | NA | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | PRESIDENT, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | PRESIDENT, CHIEF EXECUTIVE OFFICER | NA | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | PRESIDENT, CHIEF EXECUTIVE OFFICER | NA | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | PRESIDENT, CHIEF EXECUTIVE OFFICER | NA | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | PRESIDENT, CHIEF EXECUTIVE OFFICER | NA | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | PRESIDENT, CHIEF EXECUTIVE OFFICER | NA | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | PRESIDENT, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | PRESIDENT, CHIEF EXECUTIVE OFFICER | NA | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | PRESIDENT, CHIEF EXECUTIVE OFFICER | NA | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | PRESIDENT, CHIEF EXECUTIVE OFFICER | NA | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | PRESIDENT, CHIEF EXECUTIVE OFFICER | NA | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | PRESIDENT, CHIEF EXECUTIVE OFFICER | NA | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | PRESIDENT, CHIEF EXECUTIVE OFFICER | NA | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | PRESIDENT, CHIEF EXECUTIVE OFFICER | NA | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | PRESIDENT, CHIEF EXECUTIVE OFFICER | NA | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | PRESIDENT, CHIEF EXECUTIVE OFFICER | NA | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | PRESIDENT, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | PRESIDENT, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | PRESIDENT, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | PRESIDENT, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | PRESIDENT, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | PRESIDENT, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | PRESIDENT, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | PRESIDENT, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | PRESIDENT, CHIEF EXECUTIVE OFFICER | NA | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | PRESIDENT, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | PRESIDENT, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | PRESIDENT, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | PRESIDENT, CHIEF EXECUTIVE OFFICER | NA | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | PRESIDENT, CHIEF EXECUTIVE OFFICER | NA | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | PRESIDENT, CHIEF EXECUTIVE OFFICER | NA | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | PRESIDENT, CHIEF EXECUTIVE OFFICER | NA | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | PRESIDENT, CHIEF EXECUTIVE OFFICER | NA | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | PRESIDENT, CHIEF EXECUTIVE OFFICER | NA | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | PRESIDENT, CHIEF EXECUTIVE OFFICER | NA | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | PRESIDENT, CHIEF EXECUTIVE OFFICER | NA | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | PRESIDENT, CHIEF EXECUTIVE OFFICER | NA | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | PRESIDENT, CHIEF EXECUTIVE OFFICER | NA | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | PRESIDENT, CHIEF EXECUTIVE OFFICER | NA | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | PRESIDENT, CHIEF EXECUTIVE OFFICER | NA | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | PRESIDENT, CHIEF EXECUTIVE OFFICER | NA | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | PRESIDENT, CHIEF EXECUTIVE OFFICER | NA | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | PRESIDENT & CEO | NA | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | PRESIDENT & CCO | NA | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | PRESIDENT & CCO | NA | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | PRESIDENT & CCO | NA | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | PRESIDENT & CCO | NA | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | PRESIDENT & CCO | NA | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | PRESIDENT & CCO | NA | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | PRESIDENT & CCO | NA | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | PRESIDENT & CCO | NA | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | PRESIDENT & CCO | NA | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | PRESIDENT & CCO | NA | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | PRESIDENT & CCO | NA | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | PRESIDENT & CCO | NA | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | PRESIDENT & CCO | NA | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | PRESIDENT & CCO | NA | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | PRESIDENT & CCO | NA | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | PRESIDENT & CCO | NA | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | PRESIDENT & CCO | NA | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | PRESIDENT & CCO | NA | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | PRESIDENT & CCO | NA | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | PRESIDENT & CCO | NA | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | PRESIDENT & CCO | NA | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | PRESIDENT & CCO | NA | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | PRESIDENT & CCO | NA | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | PRESIDENT & CCO | NA | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | PRESIDENT & CCO | NA | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | PRESIDENT & CCO | NA | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | PRESIDENT & CCO | NA | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | PRESIDENT & CCO | NA | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | PRESIDENT & CCO | NA | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | PRESIDENT & CCO | NA | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | PRESIDENT & CCO | NA | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | PRESIDENT & CCO | NA | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | PRESIDENT & CCO | NA | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | PRESIDENT & CCO | NA | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | PRESIDENT & CCO | NA | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | PRESIDENT & CCO | NA | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | PRESIDENT & CCO | NA | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | PRESIDENT & CCO | NA | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | PRESIDENT & CCO | NA | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | PRESIDENT & CCO | NA | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | PRESIDENT & CCO | NA | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | PRESIDENT & CCO | NA | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | PRESIDENT & CCO | NA | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | PRESIDENT & CCO | NA | Control |
| NICHOLS, CHARLES, PROCTOR | I | CHIEF LEGAL OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| NICHOLS, CHARLES, PROCTOR | I | CHIEF LEGAL OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| NICHOLS, CHARLES, PROCTOR | I | CHIEF LEGAL OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| NICHOLS, CHARLES, PROCTOR | I | CHIEF LEGAL OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| OSTRANDER, JOHN | I | MANAGING DIRECTOR | NA | |
| OSTRANDER, JOHN | I | MANAGING DIRECTOR | NA | |
| OSTRANDER, JOHN | I | MANAGING DIRECTOR | NA | |
| OSTRANDER, JOHN | I | MANAGING DIRECTOR | NA | |
| SARABI, ARMIN, KRAMER | I | CHIEF LEGAL OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| SARABI, ARMIN, KRAMER | I | CHIEF LEGAL OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| SARABI, ARMIN, KRAMER | I | CHIEF LEGAL OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| SARABI, ARMIN, KRAMER | I | CHIEF LEGAL OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| SARABI, ARMIN, KRAMER | I | CHIEF LEGAL OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| SARABI, ARMIN, KRAMER | I | CHIEF LEGAL OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| SARABI, ARMIN, KRAMER | I | CHIEF LEGAL OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| SARABI, ARMIN, KRAMER | I | CHIEF LEGAL OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| SARABI, ARMIN, KRAMER | I | CHIEF LEGAL OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| SARABI, ARMIN, KRAMER | I | CHIEF LEGAL OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| SARABI, ARMIN, KRAMER | I | CHIEF LEGAL OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| SARABI, ARMIN, KRAMER | I | CHIEF COMPLIANCE OFFICER | NA | |
| SARABI, ARMIN, KRAMER | I | CHIEF COMPLIANCE OFFICER | NA | |
| SARABI, ARMIN, KRAMER | I | GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER | NA | |
| SARABI, ARMIN, KRAMER | I | GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER | NA | |
| SARABI, ARMIN, KRAMER | I | GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER | NA | |
| SARABI, ARMIN, KRAMER | I | GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER | NA | |
| SARABI, ARMIN, KRAMER | I | GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER | NA | |
| TRACY, BAYARD, FRANCIS | I | MANAGING DIRECTOR | NA | Control |
| WALKER, MASON, BRADLEY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WALKER, MASON, BRADLEY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WALKER, MASON, BRADLEY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WALKER, MASON, BRADLEY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Walker, Mason, Bradley | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| INSTITUTE FOR WEALTH HOLDINGS, INC. | DE | SHAREHOLDER | E | Control |
| INSTITUTE FOR WEALTH HOLDINGS, INC. | DE | SHAREHOLDER | E | Control |
| INSTITUTE FOR WEALTH HOLDINGS, INC. | DE | SHAREHOLDER | E | Control |
| INSTITUTE FOR WEALTH HOLDINGS, INC. | DE | SHAREHOLDER | E | Control |
| INSTITUTE FOR WEALTH HOLDINGS, INC. | DE | SHAREHOLDER | E | Control |
| INSTITUTE FOR WEALTH HOLDINGS, INC. | DE | SHAREHOLDER | E | Control |
| INSTITUTE FOR WEALTH HOLDINGS, INC. | DE | SHAREHOLDER | E | Control |
| INSTITUTE FOR WEALTH HOLDINGS, INC. | DE | MANAGING MEMBER | E | Control |
| INSTITUTE FOR WEALTH HOLDINGS, INC. | DE | MANAGING MEMBER | E | Control |
| INSTITUTE FOR WEALTH HOLDINGS, INC. | DE | MANAGING MEMBER | E | Control |
| INSTITUTE FOR WEALTH HOLDINGS, INC. | DE | MANAGING MEMBER | E | Control |
| INSTITUTE FOR WEALTH HOLDINGS, INC. | DE | MANAGING MEMBER | E | Control |
| INSTITUTE FOR WEALTH HOLDINGS, INC. | DE | MANAGING MEMBER | E | Control |
| INSTITUTE FOR WEALTH HOLDINGS, INC. | DE | MANAGING MEMBER | E | Control |
| INSTITUTE FOR WEALTH HOLDINGS, INC. | DE | MANAGING MEMBER | E | Control |
| INSTITUTE FOR WEALTH HOLDINGS, INC. | DE | MANAGING MEMBER | E | Control |
| INSTITUTE FOR WEALTH HOLDINGS, INC. | DE | MANAGING MEMBER | E | Control |
| INSTITUTE FOR WEALTH HOLDINGS, INC. | DE | MANAGING MEMBER | E | Control |
| INSTITUTE FOR WEALTH HOLDINGS, INC. | DE | MANAGING MEMBER | E | Control |
| INSTITUTE FOR WEALTH HOLDINGS, INC. | DE | MANAGING MEMBER | E | Control |
| INSTITUTE FOR WEALTH HOLDINGS, INC. | DE | MANAGING MEMBER | E | Control |
| INSTITUTE FOR WEALTH HOLDINGS, INC. | DE | MANAGING MEMBER | E | Control |
| INSTITUTE FOR WEALTH HOLDINGS, INC. | DE | MANAGING MEMBER | E | Control |
| INSTITUTE FOR WEALTH HOLDINGS, INC. | DE | MANAGING MEMBER | E | Control |
| INSTITUTE FOR WEALTH HOLDINGS, INC. | DE | MANAGING MEMBER | E | Control |
| INSTITUTE FOR WEALTH HOLDINGS, INC. | DE | MANAGING MEMBER | E | Control |
| INSTITUTE FOR WEALTH HOLDINGS, INC. | DE | MANAGING MEMBER | E | Control |
| INSTITUTE FOR WEALTH HOLDINGS, INC. | DE | MANAGING MEMBER | E | Control |
| INSTITUTE FOR WEALTH HOLDINGS, INC. | DE | MANAGING MEMBER | E | Control |
| INSTITUTE FOR WEALTH HOLDINGS, INC. | DE | MANAGING MEMBER | E | Control |
| INSTITUTE FOR WEALTH HOLDINGS, INC. | DE | MANAGING MEMBER | E | Control |
| INSTITUTE FOR WEALTH HOLDINGS, INC. | DE | MANAGING MEMBER | E | Control |
| INSTITUTE FOR WEALTH HOLDINGS, INC. | DE | MANAGING MEMBER | E | Control |
| INSTITUTE FOR WEALTH HOLDINGS, INC. | DE | MANAGING MEMBER | E | Control |
| INSTITUTE FOR WEALTH HOLDINGS, INC. | DE | MANAGING MEMBER | E | Control |
| INSTITUTE FOR WEALTH HOLDINGS, INC. | DE | MANAGING MEMBER | E | Control |
| INSTITUTE FOR WEALTH HOLDINGS, INC. | DE | MANAGING MEMBER | E | Control |
| INSTITUTE FOR WEALTH HOLDINGS, INC. | DE | MANAGING MEMBER | E | Control |
| INSTITUTE FOR WEALTH HOLDINGS, INC. | DE | MANAGING MEMBER | E | Control |
| INSTITUTE FOR WEALTH HOLDINGS, INC. | DE | MANAGING MEMBER | E | Control |
| INSTITUTE FOR WEALTH HOLDINGS, INC. | DE | MANAGING MEMBER | E | Control |
| INSTITUTE FOR WEALTH HOLDINGS, INC. | DE | MANAGING MEMBER | E | Control |
| INSTITUTE FOR WEALTH HOLDINGS, INC. | DE | MANAGING MEMBER | E | Control |
| INSTITUTE FOR WEALTH HOLDINGS, INC. | DE | MANAGING MEMBER | E | Control |
| INSTITUTE FOR WEALTH HOLDINGS, INC. | DE | MANAGING MEMBER | E | Control |
| INSTITUTE FOR WEALTH HOLDINGS, INC. | DE | MANAGING MEMBER | E | Control |
| INSTITUTE FOR WEALTH HOLDINGS, INC. | DE | MANAGING MEMBER | E | Control |
| INSTITUTE FOR WEALTH HOLDINGS, INC. | DE | MANAGING MEMBER | E | Control |
| INSTITUTE FOR WEALTH HOLDINGS, INC. | DE | MANAGING MEMBER | E | Control |
| INSTITUTE FOR WEALTH HOLDINGS, INC. | DE | MANAGING MEMBER | E | Control |
| INSTITUTE FOR WEALTH HOLDINGS, INC. | DE | MANAGING MEMBER | E | Control |
| INSTITUTE FOR WEALTH HOLDINGS, INC. | DE | MANAGING MEMBER | E | Control |
| INSTITUTE FOR WEALTH MANAGEMENT HOLDINGS, INC. | DE | SHAREHOLDER | E | Control |
| INSTITUTE FOR WEALTH MANAGEMENT HOLDINGS, INC. | DE | SHAREHOLDER | E | Control |
| INSTITUTE FOR WEALTH MANAGEMENT HOLDINGS, INC. | DE | SHAREHOLDER | E | Control |
| INSTITUTE FOR WEALTH MANAGEMENT HOLDINGS, INC. | DE | SHAREHOLDER | E | Control |
| INSTITUTE FOR WEALTH MANAGEMENT HOLDINGS, INC. | DE | SHAREHOLDER | E | Control |
| INSTITUTE FOR WEALTH MANAGEMENT HOLDINGS, INC. | DE | SHAREHOLDER | E | Control |
| INSTITUTE FOR WEALTH MANAGEMENT HOLDINGS, INC. | DE | SHAREHOLDER | E | Control |
| INSTITUTE FOR WEALTH MANAGEMENT HOLDINGS, INC. | DE | SHAREHOLDER | E | Control |
| INSTITUTE FOR WEALTH MANAGEMENT HOLDINGS, INC. | DE | SHAREHOLDER | E | Control |
| INSTITUTE FOR WEALTH MANAGEMENT HOLDINGS, INC. | DE | SHAREHOLDER | E | Control |
| INSTITUTE FOR WEALTH MANAGEMENT HOLDINGS, INC. | DE | SHAREHOLDER | E | Control |
| INSTITUTE FOR WEALTH MANAGEMENT HOLDINGS, INC. | DE | SHAREHOLDER | E | Control |
| INSTITUTE FOR WEALTH MANAGEMENT HOLDINGS, INC. | DE | SHAREHOLDER | E | Control |
| INSTITUTE FOR WEALTH MANAGEMENT HOLDINGS, INC. | DE | SHAREHOLDER | E | Control |
| INSTITUTE FOR WEALTH MANAGEMENT HOLDINGS, INC. | DE | SHAREHOLDER | E | Control |
| INSTITUTE FOR WEALTH MANAGEMENT HOLDINGS, INC. | DE | SHAREHOLDER | E | Control |
| INSTITUTE FOR WEALTH MANAGEMENT HOLDINGS, INC. | DE | SHAREHOLDER | E | Control |
| INSTITUTE FOR WEALTH MANAGEMENT HOLDINGS, INC. | DE | SHAREHOLDER | E | Control |
| INSTITUTE FOR WEALTH MANAGEMENT HOLDINGS, INC. | DE | SHAREHOLDER | E | Control |
| INSTITUTE FOR WEALTH MANAGEMENT HOLDINGS, INC. | DE | SHAREHOLDER | E | Control |
| INSTITUTE FOR WEALTH MANAGEMENT HOLDINGS, INC. | DE | SHAREHOLDER | E | Control |
| INSTITUTE FOR WEALTH MANAGEMENT HOLDINGS, INC. | DE | SHAREHOLDER | E | Control |
| INSTITUTE FOR WEALTH MANAGEMENT HOLDINGS, INC. | DE | SHAREHOLDER | E | Control |
| INSTITUTE FOR WEALTH MANAGEMENT HOLDINGS, INC. | DE | SHAREHOLDER | E | Control |
| INSTITUTE FOR WEALTH MANAGEMENT HOLDINGS, INC. | DE | SHAREHOLDER | E | Control |
| INSTITUTE FOR WEALTH MANAGEMENT HOLDINGS, INC. | DE | SHAREHOLDER | E | Control |
| INSTITUTE FOR WEALTH MANAGEMENT HOLDINGS, INC. | DE | SHAREHOLDER | E | Control |
| INSTITUTE FOR WEALTH MANAGEMENT HOLDINGS, INC. | DE | SHAREHOLDER | E | Control |
| INSTITUTE FOR WEALTH MANAGEMENT HOLDINGS, INC. | DE | SHAREHOLDER | E | Control |
| INSTITUTE FOR WEALTH MANAGEMENT HOLDINGS, INC. | DE | SHAREHOLDER | E | Control |
| INSTITUTE FOR WEALTH MANAGEMENT HOLDINGS, INC. | DE | SHAREHOLDER | E | Control |
| INSTITUTE FOR WEALTH MANAGEMENT HOLDINGS, INC. | DE | SHAREHOLDER | E | Control |
| INSTITUTE FOR WEALTH MANAGEMENT HOLDINGS, INC. | DE | SHAREHOLDER | E | Control |
| INSTITUTE FOR WEALTH MANAGEMENT HOLDINGS, INC. | DE | SHAREHOLDER | E | Control |
| INSTITUTE FOR WEALTH MANAGEMENT HOLDINGS, INC. | DE | SHAREHOLDER | E | Control |
| INSTITUTE FOR WEALTH MANAGEMENT HOLDINGS, INC. | DE | SHAREHOLDER | E | Control |
| INSTITUTE FOR WEALTH MANAGEMENT HOLDINGS, INC. | DE | SHAREHOLDER | E | Control |
| INSTITUTE FOR WEALTH MANAGEMENT HOLDINGS, INC. | DE | SHAREHOLDER | E | Control |
| INSTITUTE FOR WEALTH MANAGEMENT HOLDINGS, INC. | DE | SHAREHOLDER | E | Control |
| INSTITUTE FOR WEALTH MANAGEMENT HOLDINGS, INC. | DE | SHAREHOLDER | E | Control |
| INSTITUTE FOR WEALTH MANAGEMENT HOLDINGS, INC. | DE | SHAREHOLDER | E | Control |
| INSTITUTE FOR WEALTH MANAGEMENT HOLDINGS, INC. | DE | SHAREHOLDER | E | Control |
| INSTITUTE FOR WEALTH MANAGEMENT HOLDINGS, INC. | DE | SHAREHOLDER | E | Control |
| INSTITUTE FOR WEALTH MANAGEMENT HOLDINGS, INC. | DE | SHAREHOLDER | E | Control |
| INSTITUTE FOR WEALTH MANAGEMENT HOLDINGS, INC. | DE | SHAREHOLDER | E | Control |
| INSTITUTE FOR WEALTH MANAGEMENT HOLDINGS, INC. | DE | SHAREHOLDER | E | Control |
| INSTITUTE FOR WEALTH MANAGEMENT HOLDINGS, INC. | DE | SHAREHOLDER | E | Control |
| INSTITUTE FOR WEALTH MANAGEMENT HOLDINGS, INC. | DE | SHAREHOLDER | E | Control |
| INSTITUTE FOR WEALTH MANAGEMENT HOLDINGS, INC. | DE | SHAREHOLDER | E | Control |
| INSTITUTE FOR WEALTH MANAGEMENT HOLDINGS, INC. | DE | SHAREHOLDER | E | Control |
| INSTITUTE FOR WEALTH MANAGEMENT HOLDINGS, INC. | DE | SHAREHOLDER | E | Control |
| INSTITUTE FOR WEALTH MANAGEMENT HOLDINGS, INC. | DE | SHAREHOLDER | E | Control |
| INSTITUTE FOR WEALTH MANAGEMENT HOLDINGS, INC. | DE | SHAREHOLDER | E | Control |
| INSTITUTE FOR WEALTH MANAGEMENT HOLDINGS, INC. | DE | SHAREHOLDER | E | Control |
| INSTITUTE FOR WEALTH MANAGEMENT HOLDINGS, INC. | DE | SHAREHOLDER | E | Control |
| INSTITUTE FOR WEALTH MANAGEMENT HOLDINGS, INC. | DE | SHAREHOLDER | E | Control |
| KM INVESTMENT TRUST | DE | MEMBER | C | Control |
| KM INVESTMENT TRUST | DE | MEMBER | C | Control |
| KM INVESTMENT TRUST | DE | MEMBER | C | Control |
| KM INVESTMENT TRUST | DE | MEMBER | C | Control |
| OBERHOLTZER, CARL, EDWARD | I | MEMBER | C | |
| THE INTEGRITY TRUST | DE | MEMBER | C | Control |
| THE INTEGRITY TRUST | DE | MEMBER | C | Control |
| THE INTEGRITY TRUST | DE | MEMBER | C | Control |
| OSTRANDER, JOHN, ELLERY | I | SHAREHOLDER | A | |
| OSTRANDER, JOHN, ELLERY | I | SHAREHOLDER | A | |
| OSTRANDER, JOHN, ELLERY | I | SHAREHOLDER | A | |
| OSTRANDER, JOHN, ELLERY | I | SHAREHOLDER | A | |
| OSTRANDER, JOHN, ELLERY | I | SHAREHOLDER | A | |
| OSTRANDER, JOHN, ELLERY | I | SHAREHOLDER | A | |
| OSTRANDER, JOHN, ELLERY | I | SHAREHOLDER | A | |
| OSTRANDER, JOHN, ELLERY | I | SHAREHOLDER | A | |
| OSTRANDER, JOHN, ELLERY | I | SHAREHOLDER | A | |
| OSTRANDER, JOHN, ELLERY | I | SHAREHOLDER | A | |
| OSTRANDER, JOHN, ELLERY | I | SHAREHOLDER | A | |
| OSTRANDER, JOHN, ELLERY | I | SHAREHOLDER | A | |
| OSTRANDER, JOHN, ELLERY | I | SHAREHOLDER | A | |
| OSTRANDER, JOHN, ELLERY | I | SHAREHOLDER | A | |
| OSTRANDER, JOHN, ELLERY | I | SHAREHOLDER | A |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| LOCKWOOD, ELIZABETH, ANNE | I | INSTITUTE FOR WEALTH MANAGEMENT HOLDINGS, INC. | F | Control |
| LOCKWOOD, ELIZABETH, ANNE | I | INSTITUTE FOR WEALTH MANAGEMENT HOLDINGS, INC. | F | Control |
| LOCKWOOD, ELIZABETH, ANNE | I | INSTITUTE FOR WEALTH MANAGEMENT HOLDINGS, INC. | F | Control |
| LOCKWOOD, ELIZABETH, ANNE | I | INSTITUTE FOR WEALTH MANAGEMENT HOLDINGS, INC. | F | Control |
| LOCKWOOD, ELIZABETH, ANNE | I | INSTITUTE FOR WEALTH MANAGEMENT HOLDINGS, INC. | F | Control |
| THE INTEGRITY TRUST | DE | INSTITUTE FOR WEALTH MANAGEMENT HOLDINGS, INC. | F | Control |
| TRACY, BAYARD, FRANCIS | I | INSTITUTE FOR WEALTH MANAGEMENT HOLDINGS, INC. | F | |
| TRACY, BAYARD, FRANCIS | I | INSTITUTE FOR WEALTH MANAGEMENT HOLDINGS, INC. | F | |
| TRACY, BAYARD, FRANCIS | I | INSTITUTE FOR WEALTH MANAGEMENT HOLDINGS, INC. | F | |
| TRACY, BAYARD, FRANCIS | I | INSTITUTE FOR WEALTH MANAGEMENT HOLDINGS, INC. | F | |
| TRACY, BAYARD, FRANCIS | I | INSTITUTE FOR WEALTH MANAGEMENT HOLDINGS, INC. | F | |
| TRACY, BAYARD, FRANCIS | I | INSTITUTE FOR WEALTH MANAGEMENT HOLDINGS, INC. | F | |
| TRACY, BAYARD, FRANCIS | I | INSTITUTE FOR WEALTH MANAGEMENT HOLDINGS, INC. | F | |
| TRACY, BAYARD, FRANCIS | I | INSTITUTE FOR WEALTH MANAGEMENT HOLDINGS, INC. | F | |
| TRACY, BAYARD, FRANCIS | I | INSTITUTE FOR WEALTH MANAGEMENT HOLDINGS, INC. | F | |
| TRACY, BAYARD, FRANCIS | I | INSTITUTE FOR WEALTH MANAGEMENT HOLDINGS, INC. | F | |
| TRACY, BAYARD, FRANCIS | I | INSTITUTE FOR WEALTH MANAGEMENT HOLDINGS, INC. | F | |
| TRACY, BAYARD, FRANCIS | I | INSTITUTE FOR WEALTH MANAGEMENT HOLDINGS, INC. | F | |
| TRACY, BAYARD, FRANCIS | I | INSTITUTE FOR WEALTH MANAGEMENT HOLDINGS, INC. | F | |
| TRACY, BAYARD, FRANCIS | I | INSTITUTE FOR WEALTH MANAGEMENT HOLDINGS, INC. | F | |
| TRACY, BAYARD, FRANCIS | I | INSTITUTE FOR WEALTH MANAGEMENT HOLDINGS, INC. | F | Control |
| TRACY, BAYARD, FRANCIS | I | INSTITUTE FOR WEALTH MANAGEMENT HOLDINGS, INC. | F | |
| TRACY, BAYARD, FRANCIS | I | INSTITUTE FOR WEALTH MANAGEMENT HOLDINGS, INC. | F | |
| TRACY, BAYARD, FRANCIS | I | INSTITUTE FOR WEALTH MANAGEMENT HOLDINGS, INC. | F | |
| TRACY, BAYARD, FRANCIS | I | INSTITUTE FOR WEALTH MANAGEMENT HOLDINGS, INC. | F | |
| TRACY, BAYARD, FRANCIS | I | INSTITUTE FOR WEALTH MANAGEMENT HOLDINGS, INC. | F | |
| MEDEIROS, MATTHEW, DOUGLAS | I | KM INVESTMENT TRUST | E | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | KM INVESTMENT TRUST | E | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | KM INVESTMENT TRUST | E | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | KM INVESTMENT TRUST | E | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | KM INVESTMENT TRUST | E | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | KM INVESTMENT TRUST | E | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | KM INVESTMENT TRUST | E | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | KM INVESTMENT TRUST | E | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | KM INVESTMENT TRUST | E | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | KM INVESTMENT TRUST | E | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | KM INVESTMENT TRUST | E | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | KM INVESTMENT TRUST | E | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | KM INVESTMENT TRUST | E | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | KM INVESTMENT TRUST | E | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | KM INVESTMENT TRUST | E | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | KM INVESTMENT TRUST | E | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | KM INVESTMENT TRUST | E | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | KM INVESTMENT TRUST | E | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | KM INVESTMENT TRUST | E | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | KM INVESTMENT TRUST | E | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | KM INVESTMENT TRUST | E | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | KM INVESTMENT TRUST | E | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | KM INVESTMENT TRUST | E | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | KM INVESTMENT TRUST | E | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | KM INVESTMENT TRUST | E | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | KM INVESTMENT TRUST | E | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | KM INVESTMENT TRUST | E | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | KM INVESTMENT TRUST | E | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | KM INVESTMENT TRUST | E | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | KM INVESTMENT TRUST | E | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | KM INVESTMENT TRUST | E | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | KM INVESTMENT TRUST | E | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | KM INVESTMENT TRUST | E | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | KM INVESTMENT TRUST | E | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | KM INVESTMENT TRUST | E | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | KM INVESTMENT TRUST | E | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | KM INVESTMENT TRUST | E | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | KM INVESTMENT TRUST | E | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | KM INVESTMENT TRUST | E | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | KM INVESTMENT TRUST | E | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | KM INVESTMENT TRUST | E | Control |
| OBERHOLTZER, CARL, EDWARD | I | THE INTEGRITY TRUST | E | Control |
| OBERHOLTZER, CARL, EDWARD | I | THE INTEGRITY TRUST | E | Control |
| OBERHOLTZER, CARL, EDWARD | I | THE INTEGRITY TRUST | E | Control |
| KM INVESTMENT TRUST | DE | INSTITUTE FOR WEALTH MANAGEMENT HOLDINGS, INC. | D | |
| KM INVESTMENT TRUST | DE | INSTITUTE FOR WEALTH MANAGEMENT HOLDINGS, INC. | D | |
| KM INVESTMENT TRUST | DE | INSTITUTE FOR WEALTH MANAGEMENT HOLDINGS, INC. | D | |
| KM INVESTMENT TRUST | DE | INSTITUTE FOR WEALTH MANAGEMENT HOLDINGS, INC. | D | |
| KM INVESTMENT TRUST | DE | INSTITUTE FOR WEALTH MANAGEMENT HOLDINGS, INC. | D | |
| KM INVESTMENT TRUST | DE | INSTITUTE FOR WEALTH MANAGEMENT HOLDINGS, INC. | D | |
| KM INVESTMENT TRUST | DE | INSTITUTE FOR WEALTH MANAGEMENT HOLDINGS, INC. | D | |
| KM INVESTMENT TRUST | DE | INSTITUTE FOR WEALTH MANAGEMENT HOLDINGS, INC. | D | |
| KM INVESTMENT TRUST | DE | INSTITUTE FOR WEALTH MANAGEMENT HOLDINGS, INC. | D | |
| KM INVESTMENT TRUST | DE | INSTITUTE FOR WEALTH MANAGEMENT HOLDINGS, INC. | D | |
| KM INVESTMENT TRUST | DE | INSTITUTE FOR WEALTH MANAGEMENT HOLDINGS, INC. | D | |
| KM INVESTMENT TRUST | DE | INSTITUTE FOR WEALTH MANAGEMENT HOLDINGS, INC. | D | |
| KM INVESTMENT TRUST | DE | INSTITUTE FOR WEALTH MANAGEMENT HOLDINGS, INC. | D | |
| KM INVESTMENT TRUST | DE | INSTITUTE FOR WEALTH MANAGEMENT HOLDINGS, INC. | D | |
| KM INVESTMENT TRUST | DE | INSTITUTE FOR WEALTH MANAGEMENT HOLDINGS, INC. | D | |
| KM INVESTMENT TRUST | DE | INSTITUTE FOR WEALTH MANAGEMENT HOLDINGS, INC. | D | |
| KM INVESTMENT TRUST | DE | INSTITUTE FOR WEALTH MANAGEMENT HOLDINGS, INC. | D | |
| KM INVESTMENT TRUST | DE | INSTITUTE FOR WEALTH MANAGEMENT HOLDINGS, INC. | D | |
| KM INVESTMENT TRUST | DE | INSTITUTE FOR WEALTH MANAGEMENT HOLDINGS, INC. | D | |
| KM INVESTMENT TRUST | DE | INSTITUTE FOR WEALTH MANAGEMENT HOLDINGS, INC. | D | |
| DUGAN, MICHAEL, T. | I | INSTITUTE FOR WEALTH MANAGEMENT HOLDINGS, INC. | C | |
| DUGAN, MICHAEL, T. | I | INSTITUTE FOR WEALTH MANAGEMENT HOLDINGS, INC. | C | |
| DUGAN, MICHAEL, T. | I | INSTITUTE FOR WEALTH MANAGEMENT HOLDINGS, INC. | C | |
| DUGAN, MICHAEL, T. | I | INSTITUTE FOR WEALTH MANAGEMENT HOLDINGS, INC. | C | |
| DUGAN, MICHAEL, T. | I | INSTITUTE FOR WEALTH MANAGEMENT HOLDINGS, INC. | C | |
| DUGAN, MICHAEL, T. | I | INSTITUTE FOR WEALTH MANAGEMENT HOLDINGS, INC. | C | |
| DUGAN, MICHAEL, T. | I | INSTITUTE FOR WEALTH MANAGEMENT HOLDINGS, INC. | C | |
| DUGAN, MICHAEL, T. | I | INSTITUTE FOR WEALTH MANAGEMENT HOLDINGS, INC. | C | |
| DUGAN, MICHAEL, T. | I | INSTITUTE FOR WEALTH MANAGEMENT HOLDINGS, INC. | C | |
| DUGAN, MICHAEL, T. | I | INSTITUTE FOR WEALTH MANAGEMENT HOLDINGS, INC. | C | |
| DUGAN, MICHAEL, T. | I | INSTITUTE FOR WEALTH MANAGEMENT HOLDINGS, INC. | C | |
| DUGAN, MICHAEL, T. | I | INSTITUTE FOR WEALTH MANAGEMENT HOLDINGS, INC. | C | |
| DUGAN, MICHAEL, T. | I | INSTITUTE FOR WEALTH MANAGEMENT HOLDINGS, INC. | C | |
| DUGAN, MICHAEL, T. | I | INSTITUTE FOR WEALTH MANAGEMENT HOLDINGS, INC. | C | |
| DUGAN, MICHAEL, T. | I | INSTITUTE FOR WEALTH MANAGEMENT HOLDINGS, INC. | C | |
| DUGAN, MICHAEL, T. | I | INSTITUTE FOR WEALTH MANAGEMENT HOLDINGS, INC. | C | |
| DUGAN, MICHAEL, T. | I | INSTITUTE FOR WEALTH MANAGEMENT HOLDINGS, INC. | C | |
| DUGAN, MICHAEL, T. | I | INSTITUTE FOR WEALTH MANAGEMENT HOLDINGS, INC. | C | |
| DUGAN, MICHAEL, T. | I | INSTITUTE FOR WEALTH MANAGEMENT HOLDINGS, INC. | C | Control |
| DUGAN, MICHAEL, T. | I | INSTITUTE FOR WEALTH MANAGEMENT HOLDINGS, INC. | C | Control |
| DUGAN, MICHAEL, T. | I | INSTITUTE FOR WEALTH MANAGEMENT HOLDINGS, INC. | C | Control |
| DUGAN, MICHAEL, T. | I | INSTITUTE FOR WEALTH MANAGEMENT HOLDINGS, INC. | C | Control |
| DUGAN, MICHAEL, T. | I | INSTITUTE FOR WEALTH MANAGEMENT HOLDINGS, INC. | C | Control |
| DUGAN, MICHAEL, T. | I | INSTITUTE FOR WEALTH MANAGEMENT HOLDINGS, INC. | C | Control |
| DUGAN, MICHAEL, T. | I | INSTITUTE FOR WEALTH MANAGEMENT HOLDINGS, INC. | C | Control |
| DUGAN, MICHAEL, T. | I | INSTITUTE FOR WEALTH MANAGEMENT HOLDINGS, INC. | C | Control |
| DUGAN, MICHAEL, T. | I | INSTITUTE FOR WEALTH MANAGEMENT HOLDINGS, INC. | C | Control |
| DUGAN, MICHAEL, T. | I | INSTITUTE FOR WEALTH MANAGEMENT HOLDINGS, INC. | C | Control |
| DUGAN, MICHAEL, T. | I | INSTITUTE FOR WEALTH MANAGEMENT HOLDINGS, INC. | C | Control |
| DUGAN, MICHAEL, T. | I | INSTITUTE FOR WEALTH MANAGEMENT HOLDINGS, INC. | C | Control |
| DUGAN, MICHAEL, T. | I | INSTITUTE FOR WEALTH MANAGEMENT HOLDINGS, INC. | C | Control |
| DUGAN, MICHAEL, T. | I | INSTITUTE FOR WEALTH MANAGEMENT HOLDINGS, INC. | C | |
| DUGAN, MICHAEL, T. | I | INSTITUTE FOR WEALTH MANAGEMENT HOLDINGS, INC. | C | Control |
| DUGAN, MICHAEL, T. | I | INSTITUTE FOR WEALTH MANAGEMENT HOLDINGS, INC. | C | Control |
| DUGAN, MICHAEL, T. | I | INSTITUTE FOR WEALTH MANAGEMENT HOLDINGS, INC. | C | Control |
| DUGAN, MICHAEL, T. | I | INSTITUTE FOR WEALTH MANAGEMENT HOLDINGS, INC. | C | Control |
| KM INVESTMENT TRUST | DE | INSTITUTE FOR WEALTH MANAGEMENT HOLDINGS, INC. | C | Control |
| KM INVESTMENT TRUST | DE | INSTITUTE FOR WEALTH MANAGEMENT HOLDINGS, INC. | C | Control |
| KM INVESTMENT TRUST | DE | INSTITUTE FOR WEALTH MANAGEMENT HOLDINGS, INC. | C | Control |
| KM INVESTMENT TRUST | DE | INSTITUTE FOR WEALTH MANAGEMENT HOLDINGS, INC. | C | Control |
| KM INVESTMENT TRUST | DE | INSTITUTE FOR WEALTH MANAGEMENT HOLDINGS, INC. | C | Control |
| KM INVESTMENT TRUST | DE | INSTITUTE FOR WEALTH MANAGEMENT HOLDINGS, INC. | C | Control |
| KM INVESTMENT TRUST | DE | INSTITUTE FOR WEALTH MANAGEMENT HOLDINGS, INC. | C | Control |
| KM INVESTMENT TRUST | DE | INSTITUTE FOR WEALTH MANAGEMENT HOLDINGS, INC. | C | Control |
| KM INVESTMENT TRUST | DE | INSTITUTE FOR WEALTH MANAGEMENT HOLDINGS, INC. | C | Control |
| KM INVESTMENT TRUST | DE | INSTITUTE FOR WEALTH MANAGEMENT HOLDINGS, INC. | C | Control |
| KM INVESTMENT TRUST | DE | INSTITUTE FOR WEALTH MANAGEMENT HOLDINGS, INC. | C | Control |
| KM INVESTMENT TRUST | DE | INSTITUTE FOR WEALTH MANAGEMENT HOLDINGS, INC. | C | Control |
| KM INVESTMENT TRUST | DE | INSTITUTE FOR WEALTH MANAGEMENT HOLDINGS, INC. | C | Control |
| KM INVESTMENT TRUST | DE | INSTITUTE FOR WEALTH MANAGEMENT HOLDINGS, INC. | C | Control |
| KM INVESTMENT TRUST | DE | INSTITUTE FOR WEALTH MANAGEMENT HOLDINGS, INC. | C | Control |
| KM INVESTMENT TRUST | DE | INSTITUTE FOR WEALTH MANAGEMENT HOLDINGS, INC. | C | Control |
| KM INVESTMENT TRUST | DE | INSTITUTE FOR WEALTH MANAGEMENT HOLDINGS, INC. | C | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | INSTITUTE FOR WEALTH MANAGEMENT HOLDINGS, INC. | C | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | INSTITUTE FOR WEALTH MANAGEMENT HOLDINGS, INC. | C | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | INSTITUTE FOR WEALTH MANAGEMENT HOLDINGS, INC. | C | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | INSTITUTE FOR WEALTH MANAGEMENT HOLDINGS, INC. | C | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | INSTITUTE FOR WEALTH MANAGEMENT HOLDINGS, INC. | C | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | INSTITUTE FOR WEALTH MANAGEMENT HOLDINGS, INC. | C | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | INSTITUTE FOR WEALTH MANAGEMENT HOLDINGS, INC. | C | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | INSTITUTE FOR WEALTH MANAGEMENT HOLDINGS, INC. | C | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | INSTITUTE FOR WEALTH MANAGEMENT HOLDINGS, INC. | C | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | INSTITUTE FOR WEALTH MANAGEMENT HOLDINGS, INC. | C | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | INSTITUTE FOR WEALTH MANAGEMENT HOLDINGS, INC. | C | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | INSTITUTE FOR WEALTH MANAGEMENT HOLDINGS, INC. | C | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | INSTITUTE FOR WEALTH MANAGEMENT HOLDINGS, INC. | C | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | INSTITUTE FOR WEALTH MANAGEMENT HOLDINGS, INC. | C | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | INSTITUTE FOR WEALTH MANAGEMENT HOLDINGS, INC. | C | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | INSTITUTE FOR WEALTH MANAGEMENT HOLDINGS, INC. | C | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | INSTITUTE FOR WEALTH MANAGEMENT HOLDINGS, INC. | C | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | INSTITUTE FOR WEALTH MANAGEMENT HOLDINGS, INC. | C | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | INSTITUTE FOR WEALTH MANAGEMENT HOLDINGS, INC. | C | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | INSTITUTE FOR WEALTH HOLDINGS, INC. | C | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | INSTITUTE FOR WEALTH HOLDINGS, INC. | C | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | INSTITUTE FOR WEALTH HOLDINGS, INC. | C | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | INSTITUTE FOR WEALTH HOLDINGS, INC. | C | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | INSTITUTE FOR WEALTH HOLDINGS, INC. | C | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | INSTITUTE FOR WEALTH HOLDINGS, INC. | C | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | INSTITUTE FOR WEALTH HOLDINGS, INC. | C | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | INSTITUTE FOR WEALTH HOLDINGS, INC. | C | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | INSTITUTE FOR WEALTH HOLDINGS, INC. | C | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | INSTITUTE FOR WEALTH HOLDINGS, INC. | C | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | INSTITUTE FOR WEALTH HOLDINGS, INC. | C | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | INSTITUTE FOR WEALTH HOLDINGS, INC. | C | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | INSTITUTE FOR WEALTH HOLDINGS, INC. | C | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | INSTITUTE FOR WEALTH HOLDINGS, INC. | C | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | INSTITUTE FOR WEALTH HOLDINGS, INC. | C | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | INSTITUTE FOR WEALTH HOLDINGS, INC. | C | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | INSTITUTE FOR WEALTH HOLDINGS, INC. | C | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | INSTITUTE FOR WEALTH HOLDINGS, INC. | C | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | INSTITUTE FOR WEALTH HOLDINGS, INC. | C | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | INSTITUTE FOR WEALTH HOLDINGS, INC. | C | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | INSTITUTE FOR WEALTH HOLDINGS, INC. | C | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | INSTITUTE FOR WEALTH HOLDINGS, INC. | C | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | INSTITUTE FOR WEALTH HOLDINGS, INC. | C | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | INSTITUTE FOR WEALTH HOLDINGS, INC. | C | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | INSTITUTE FOR WEALTH HOLDINGS, INC. | C | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | INSTITUTE FOR WEALTH HOLDINGS, INC. | C | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | INSTITUTE FOR WEALTH HOLDINGS, INC. | C | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | INSTITUTE FOR WEALTH HOLDINGS, INC. | C | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | INSTITUTE FOR WEALTH HOLDINGS, INC. | C | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | INSTITUTE FOR WEALTH HOLDINGS, INC. | C | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | INSTITUTE FOR WEALTH HOLDINGS, INC. | C | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | INSTITUTE FOR WEALTH HOLDINGS, INC. | C | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | INSTITUTE FOR WEALTH HOLDINGS, INC. | C | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | INSTITUTE FOR WEALTH HOLDINGS, INC. | C | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | INSTITUTE FOR WEALTH HOLDINGS, INC. | C | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | INSTITUTE FOR WEALTH HOLDINGS, INC. | C | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | INSTITUTE FOR WEALTH HOLDINGS, INC. | C | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | INSTITUTE FOR WEALTH HOLDINGS, INC. | C | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | INSTITUTE FOR WEALTH HOLDINGS, INC. | C | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | INSTITUTE FOR WEALTH HOLDINGS, INC. | C | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | INSTITUTE FOR WEALTH HOLDINGS, INC. | C | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | INSTITUTE FOR WEALTH HOLDINGS, INC. | C | Control |
| MEDEIROS, MATTHEW, DOUGLAS | I | INSTITUTE FOR WEALTH HOLDINGS, INC. | C | Control |
Registrations
Federal
IA
Oct 28, 2025 REGISTERED
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