GOELZER INVESTMENT MANAGEMENT, INC.
Legal name: GOELZER INVESTMENT MANAGEMENT
CRD #44402 SEC #801-55588 CARMEL, IN 317-264-2600
SEC Registered
Total AUM
$3.8B
Discretionary
$3.6B
Employees
35
Clients
101
Accounts
877
Firm Details
- Organization Type
- Corporation
- State of Formation
- Indiana
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Aug 15, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BUSH, JEFFREY ADAM | I | CHIEF COMPLIANCE OFFICER/INVESTMENT ADVISORY SERVICES | NA | |
| BUSH, JEFFREY ADAM | I | CHIEF COMPLIANCE OFFICER/INVESTMENT ADVISORY SERVICES | NA | |
| BUSH, JEFFREY ADAM | I | CHIEF COMPLIANCE OFFICER/INVESTMENT ADVISORY SERVICES | NA | |
| BUSH, JEFFREY ADAM | I | CHIEF COMPLIANCE OFFICER | NA | |
| BUSH, JEFFREY ADAM | I | CHIEF COMPLIANCE OFFICER | NA | |
| BUSH, JEFFREY ADAM | I | CHIEF COMPLIANCE OFFICER | NA | |
| BUSH, JEFFREY ADAM | I | CHIEF COMPLIANCE OFFICER/INVESTMENT ADVISORY SERVICES | NA | |
| BUSH, JEFFREY ADAM | I | CHIEF COMPLIANCE OFFICER | NA | |
| BUSH, JEFFREY ADAM | I | CHIEF COMPLIANCE OFFICER | NA | |
| BUSH, JEFFREY ADAM | I | CHIEF COMPLIANCE OFFICER | NA | |
| BUSH, JEFFREY ADAM | I | CHIEF COMPLIANCE OFFICER | NA | |
| BUSH, JEFFREY ADAM | I | CHIEF COMPLIANCE OFFICER | NA | |
| BUSH, JEFFREY ADAM | I | CHIEF COMPLIANCE OFFICER | NA | |
| BUSH, JEFFREY ADAM | I | CHIEF COMPLIANCE OFFICER | NA | |
| BUSH, JEFFREY ADAM | I | CHIEF COMPLIANCE OFFICER | NA | |
| BUSH, JEFFREY ADAM | I | CHIEF COMPLIANCE OFFICER | NA | |
| BUSH, JEFFREY ADAM | I | CHIEF COMPLIANCE OFFICER | NA | |
| BUSH, JEFFREY ADAM | I | CHIEF COMPLIANCE OFFICER | NA | |
| BUSH, JEFFREY ADAM | I | CHIEF COMPLIANCE OFFICER | NA | |
| BUSH, JEFFREY ADAM | I | CHIEF COMPLIANCE OFFICER | NA | |
| BUSH, JEFFREY ADAM | I | CHIEF COMPLIANCE OFFICER | NA | |
| BUSH, JEFFREY ADAM | I | CHIEF COMPLIANCE OFFICER | NA | |
| BUSH, JEFFREY ADAM | I | CHIEF COMPLIANCE OFFICER | NA | |
| BUSH, JEFFREY ADAM | I | CHIEF COMPLIANCE OFFICER | NA | |
| BUSH, JEFFREY ADAM | I | CHIEF COMPLIANCE OFFICER | NA | |
| BUSH, JEFFREY ADAM | I | CHIEF COMPLIANCE OFFICER | NA | |
| BUSH, JEFFREY ADAM | I | CHIEF COMPLIANCE OFFICER | NA | |
| BUSH, JEFFREY ADAM | I | CHIEF COMPLIANCE OFFICER | NA | |
| BUSH, JEFFREY ADAM | I | CHIEF COMPLIANCE OFFICER | NA | |
| BUSH, JEFFREY ADAM | I | CHIEF COMPLIANCE OFFICER | NA | |
| BUSH, JEFFREY ADAM | I | CHIEF COMPLIANCE OFFICER | NA | |
| BUSH, JEFFREY ADAM | I | CHIEF COMPLIANCE OFFICER | NA | |
| COTTERILL, CHRIS | I | CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | NA | |
| COTTERILL, CHRIS | I | CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | NA | |
| COTTERILL, CHRIS | I | CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | NA | |
| COTTERILL, CHRIS | I | PRESIDENT | NA | Control |
| COTTERILL, CHRIS | I | PRESIDENT | NA | Control |
| COTTERILL, CHRIS | I | PRESIDENT | NA | Control |
| RYKER, CHRISTOPHER, ANTHONY | I | OWNER | NA | |
| RYKER, CHRISTOPHER, ANTHONY | I | OWNER | NA | |
| RYKER, CHRISTOPHER, ANTHONY | I | OWNER | NA | |
| RYKER, CHRISTOPHER, ANTHONY | I | OWNER | NA | |
| RYKER, CHRISTOPHER, ANTHONY | I | OWNER | NA | |
| RYKER, CHRISTOPHER, ANTHONY | I | OWNER | NA | |
| RYKER, CHRISTOPHER, ANTHONY | I | OWNER | NA | |
| RYKER, CHRISTOPHER, ANTHONY | I | OWNER | NA | |
| RYKER, CHRISTOPHER, ANTHONY | I | OWNER | NA | |
| RYKER, CHRISTOPHER, ANTHONY | I | OWNER | NA | |
| RYNERSON, DEBRA ANN | I | FINANCIAL OPERATIONS PRINCIPAL | NA | |
| RYNERSON, DEBRA ANN | I | FINANCIAL OPERATIONS PRINCIPAL | NA | |
| RYNERSON, DEBRA ANN | I | FINANCIAL OPERATIONS PRINCIPAL | NA | |
| RYNERSON, DEBRA ANN | I | FINANCIAL OPERATIONS PRINCIPAL | NA | |
| RYNERSON, DEBRA ANN | I | FINANCIAL OPERATIONS PRINCIPAL | NA | |
| RYNERSON, DEBRA ANN | I | FINANCIAL OPERATIONS PRINCIPAL | NA | |
| RYNERSON, DEBRA ANN | I | FINANCIAL OPERATIONS PRINCIPAL | NA | |
| RYNERSON, DEBRA ANN | I | FINANCIAL OPERATIONS PRINCIPAL | NA | |
| RYNERSON, DEBRA ANN | I | FINANCIAL OPERATIONS PRINCIPAL | NA | |
| RYNERSON, DEBRA ANN | I | FINANCIAL OPERATIONS PRINCIPAL | NA | |
| RYNERSON, DEBRA ANN | I | FINANCIAL OPERATIONS PRINCIPAL | NA | |
| RYNERSON, DEBRA ANN | I | FINANCIAL OPERATIONS PRINCIPAL | NA | |
| RYNERSON, DEBRA ANN | I | FINANCIAL OPERATIONS PRINCIPAL | NA | |
| RYNERSON, DEBRA ANN | I | FINANCIAL OPERATIONS PRINCIPAL | NA | |
| RYNERSON, DEBRA ANN | I | FINANCIAL OPERATIONS PRINCIPAL | NA | |
| RYNERSON, DEBRA ANN | I | FINANCIAL OPERATIONS PRINCIPAL | NA | |
| RYNERSON, DEBRA ANN | I | FINANCIAL OPERATIONS PRINCIPAL | NA | |
| RYNERSON, DEBRA ANN | I | FINANCIAL OPERATIONS PRINCIPAL | NA | |
| RYNERSON, DEBRA ANN | I | FINANCIAL OPERATIONS PRINCIPAL | NA | |
| RYNERSON, DEBRA ANN | I | FINANCIAL OPERATIONS PRINCIPAL | NA | |
| RYNERSON, DEBRA ANN | I | FINANCIAL OPERATIONS PRINCIPAL | NA | |
| RYNERSON, DEBRA ANN | I | FINANCIAL OPERATIONS PRINCIPAL | NA | |
| RYNERSON, DEBRA ANN | I | FINANCIAL OPERATIONS PRINCIPAL | NA | |
| RYNERSON, DEBRA ANN | I | FINANCIAL OPERATIONS PRINCIPAL | NA | |
| RYNERSON, DEBRA ANN | I | FINANCIAL OPERATIONS PRINCIPAL | NA | |
| RYNERSON, DEBRA ANN | I | FINANCIAL OPERATIONS PRINCIPAL | NA | |
| RYNERSON, DEBRA ANN | I | FINANCIAL OPERATIONS PRINCIPAL | NA | |
| RYNERSON, DEBRA ANN | I | FINANCIAL OPERATIONS PRINCIPAL | NA | |
| RYNERSON, DEBRA ANN | I | FINANCIAL OPERATIONS PRINCIPAL | NA | |
| RYNERSON, DEBRA ANN | I | FINANCIAL OPERATIONS PRINCIPAL | NA | |
| RYNERSON, DEBRA ANN | I | FINANCIAL OPERATIONS PRINCIPAL | NA | |
| RYNERSON, DEBRA ANN | I | FINANCIAL OPERATIONS PRINCIPAL | NA | |
| RYNERSON, DEBRA ANN | I | FINANCIAL OPERATIONS PRINCIPAL | NA | |
| RYNERSON, DEBRA ANN | I | FINANCIAL OPERATIONS PRINCIPAL | NA | |
| STEPHENS, GAVIN, WAYNE | I | OWNER | NA | |
| STEPHENS, GAVIN, WAYNE | I | OWNER | NA | |
| STEPHENS, GAVIN, WAYNE | I | OWNER | NA | |
| STEPHENS, GAVIN, WAYNE | I | OWNER | NA | |
| STEPHENS, GAVIN, WAYNE | I | OWNER | NA | |
| STEPHENS, GAVIN, WAYNE | I | OWNER | NA | |
| STEPHENS, GAVIN, WAYNE | I | OWNER | NA | |
| STEPHENS, GAVIN, WAYNE | I | OWNER | NA | |
| STEPHENS, GAVIN, WAYNE | I | OWNER | NA | |
| STEPHENS, GAVIN, WAYNE | I | OWNER | NA | |
| STEPHENS, GAVIN, WAYNE | I | OWNER | NA | |
| STEPHENS, GAVIN, WAYNE | I | OWNER | NA | |
| STEPHENS, GAVIN, WAYNE | I | OWNER | NA | |
| STEPHENS, GAVIN, WAYNE | I | OWNER | NA | |
| STEPHENS, GAVIN, WAYNE | I | CHIEF INVESTMENT OFFICER | NA | Control |
| STEPHENS, GAVIN, WAYNE | I | CHIEF INVESTMENT OFFICER | NA | Control |
| STEPHENS, GAVIN, WAYNE | I | CHIEF INVESTMENT OFFICER | NA | Control |
| WILD, GEORGE, POSEY | I | OWNER | NA | |
| WILD, GEORGE, POSEY | I | OWNER | NA | |
| WILD, GEORGE, POSEY | I | OWNER | NA | |
| WILD, GEORGE, POSEY | I | OWNER | NA | |
| WILD, GEORGE, POSEY | I | OWNER | NA | |
| WILD, GEORGE, POSEY | I | OWNER | NA | |
| WILD, GEORGE, POSEY | I | OWNER | NA | |
| WILD, GEORGE, POSEY | I | OWNER | NA | |
| WILD, GEORGE, POSEY | I | OWNER | NA | |
| WILD, GEORGE, POSEY | I | OWNER | NA | |
| Watson, Brandon, Scott | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Watson, Brandon, Scott | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Watson, Brandon, Scott | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GOELZER, DON WILLIAM | I | OWNER | D | Control |
| GOELZER, DON WILLIAM | I | OWNER | D | Control |
| GOELZER, DON WILLIAM | I | CHAIRMAN, OWNER, TRUSTEE | C | Control |
| GOELZER, DON WILLIAM | I | CHAIRMAN, OWNER, TRUSTEE | C | Control |
| GOELZER, DON WILLIAM | I | CHAIRMAN, OWNER | C | Control |
| GOELZER, DON WILLIAM | I | CHAIRMAN, OWNER, TRUSTEE | C | Control |
| GOELZER, DON WILLIAM | I | CHAIRMAN, OWNER | C | Control |
| CASSIERE, GEORGE GERARD | I | OWNER | B | Control |
| CASSIERE, GEORGE GERARD | I | OWNER | B | Control |
| DON W. GOELZER GRANTOR RETAINED ANNUITY TRUST NUMBER 2 DATED SEPTEMBER 30, 2000 | DE | DON W. GOELZER, SOLE TRUSTEE | B | |
| DON W. GOELZER GRANTOR RETAINED ANNUITY TRUST NUMBER 2 DATED SEPTEMBER 30, 2000 | DE | DON W. GOELZER, SOLE TRUSTEE | B | |
| DON W. GOELZER GRANTOR RETAINED ANNUITY TRUST NUMBER 2 DATED SEPTEMBER 30, 2000 | DE | SHAREHOLDER | B | |
| DON W. GOELZER GRANTOR RETAINED ANNUITY TRUST NUMBER 2 DATED SEPTEMBER 30, 2000 | DE | SHAREHOLDER | B | |
| DON W. GOELZER GRANTOR RETAINED ANNUITY TRUST NUMBER 2 DATED SEPTEMBER 30, 2000 | DE | SHAREHOLDER | B | |
| DON W. GOELZER GRANTOR RETAINED ANNUITY TRUST NUMBER 2 DATED SEPTEMBER 30, 2000 | DE | DON W. GOELZER, SOLE TRUSTEE | B | |
| DON W. GOELZER GRANTOR RETAINED ANNUITY TRUST NUMBER 2 DATED SEPTEMBER 30, 2000 | DE | DON W. GOELZER, SOLE TRUSTEE | B | |
| DON W. GOELZER GRANTOR RETAINED ANNUITY TRUST NUMBER 2 DATED SEPTEMBER 30, 2000 | DE | SHAREHOLDER | B | |
| DON W. GOELZER GRANTOR RETAINED ANNUITY TRUST NUMBER 2 DATED SEPTEMBER 30, 2000 | DE | SHAREHOLDER | B | |
| DON W. GOELZER GRANTOR RETAINED ANNUITY TRUST NUMBER 2 DATED SEPTEMBER 30, 2000 | DE | SHAREHOLDER | B | |
| FREIHOFER, LISA GOELZER | I | OWNER | B | |
| FREIHOFER, LISA GOELZER | I | OWNER | B | |
| FREIHOFER, LISA GOELZER | I | OWNER | B | |
| FREIHOFER, LISA GOELZER | I | OWNER | B | |
| FREIHOFER, LISA GOELZER | I | OWNER | B | |
| FREIHOFER, LISA GOELZER | I | OWNER | B | |
| FREIHOFER, LISA GOELZER | I | OWNER | B | |
| FREIHOFER, LISA GOELZER | I | OWNER | B | |
| FREIHOFER, LISA GOELZER | I | OWNER | B | |
| FREIHOFER, LISA GOELZER | I | OWNER | B | |
| FREIHOFER, LISA GOELZER | I | OWNER | B | |
| FREIHOFER, LISA GOELZER | I | OWNER | B | |
| FREIHOFER, LISA GOELZER | I | OWNER | B | |
| FREIHOFER, LISA GOELZER | I | OWNER | B | |
| FREIHOFER, LISA GOELZER | I | OWNER | B | |
| FREIHOFER, LISA GOELZER | I | OWNER | B | |
| FREIHOFER, LISA GOELZER | I | OWNER | B | |
| FREIHOFER, LISA GOELZER | I | OWNER | B | |
| FREIHOFER, LISA GOELZER | I | OWNER | B | |
| FREIHOFER, LISA GOELZER | I | OWNER | B | |
| FREIHOFER, LISA GOELZER | I | OWNER | B | |
| FREIHOFER, LISA GOELZER | I | OWNER | B | |
| FREIHOFER, LISA GOELZER | I | OWNER | B | |
| FREIHOFER, LISA GOELZER | I | OWNER | B | |
| FREIHOFER, LISA GOELZER | I | OWNER | B | |
| FREIHOFER, LISA GOELZER | I | OWNER | B | |
| FREIHOFER, LISA GOELZER | I | OWNER | B | |
| FREIHOFER, LISA GOELZER | I | OWNER | B | |
| FREIHOFER, LISA GOELZER | I | OWNER | B | |
| FREIHOFER, LISA GOELZER | I | OWNER | B | |
| FREIHOFER, LISA GOELZER | I | OWNER | B | |
| FREIHOFER, LISA GOELZER | I | OWNER | B | |
| FREIHOFER, LISA GOELZER | I | OWNER | B | |
| FREIHOFER, LISA GOELZER | I | OWNER | B | |
| FREIHOFER, LISA GOELZER | I | OWNER | B | |
| FREIHOFER, LISA GOELZER | I | OWNER | B | |
| FREIHOFER, LISA GOELZER | I | OWNER | B | |
| FREIHOFER, LISA GOELZER | I | SHAREHOLDER | B | |
| FREIHOFER, LISA GOELZER | I | SHAREHOLDER | B | |
| FREIHOFER, LISA GOELZER | I | SHAREHOLDER | B | |
| GOELZER, DON WILLIAM | I | OWNER, TRUSTEE | B | Control |
| GOELZER, DON WILLIAM | I | OWNER, TRUSTEE | B | Control |
| GOELZER, DON WILLIAM | I | CHAIRMAN, OWNER, TRUSTEE | B | Control |
| GOELZER, DON WILLIAM | I | CHAIRMAN, OWNER, TRUSTEE | B | Control |
| GOELZER, DON WILLIAM | I | OWNER, TRUSTEE | B | Control |
| GOELZER, DON WILLIAM | I | OWNER, TRUSTEE | B | Control |
| GOELZER, DON WILLIAM | I | OWNER, TRUSTEE | B | Control |
| GOELZER, DON WILLIAM | I | OWNER | B | Control |
| GOELZER, DON WILLIAM | I | OWNER | B | Control |
| GOELZER, GREGORY WILLIAM | I | VICE CHAIRMAN AND CEO, CHIEF COMPLIANCE OFFICER | B | Control |
| GOELZER, GREGORY WILLIAM | I | VICE CHAIRMAN AND CEO, CHIEF COMPLIANCE OFFICER | B | Control |
| GOELZER, GREGORY WILLIAM | I | VICE CHAIRMAN AND CEO, CHIEF COMPLIANCE OFFICER | B | Control |
| GOELZER, GREGORY WILLIAM | I | PRESIDENT | B | Control |
| GOELZER, GREGORY WILLIAM | I | VICE CHAIRMAN AND CEO, CHIEF COMPLIANCE OFFICER | B | Control |
| GOELZER, GREGORY WILLIAM | I | VICE CHAIRMAN AND CEO, CHIEF COMPLIANCE OFFICER | B | Control |
| GOELZER, GREGORY WILLIAM | I | VICE CHAIRMAN AND CEO, COMPLIANCE OFFICER | B | Control |
| GOELZER, GREGORY WILLIAM | I | VICE CHAIRMAN AND CEO, CHIEF COMPLIANCE OFFICER | B | Control |
| GOELZER, GREGORY WILLIAM | I | VICE CHAIRMAN AND CEO, CHIEF COMPLIANCE OFFICER | B | Control |
| GOELZER, GREGORY WILLIAM | I | VICE CHAIRMAN AND CEO, CHIEF COMPLIANCE OFFICER | B | Control |
| GOELZER, GREGORY WILLIAM | I | VICE CHAIRMAN AND CEO, CHIEF COMPLIANCE OFFICER | B | Control |
| GOELZER, GREGORY WILLIAM | I | PRESIDENT | B | Control |
| GOELZER, GREGORY WILLIAM | I | VICE CHAIRMAN AND CEO, COMPLIANCE OFFICER | B | Control |
| GOELZER, GREGORY WILLIAM | I | VICE CHAIRMAN AND CEO, CHIEF COMPLIANCE OFFICER/BROKER-DEALER | B | Control |
| GOELZER, GREGORY WILLIAM | I | VICE CHAIRMAN AND CEO | B | Control |
| GOELZER, GREGORY WILLIAM | I | VICE CHAIRMAN AND CEO | B | Control |
| GOELZER, GREGORY WILLIAM | I | VICE CHAIRMAN AND CEO, CHIEF COMPLIANCE OFFICER | B | Control |
| GOELZER, GREGORY WILLIAM | I | VICE CHAIRMAN AND CEO, CHIEF COMPLIANCE OFFICER | B | Control |
| GOELZER, GREGORY WILLIAM | I | VICE CHAIRMAN AND CEO | B | Control |
| GOELZER, GREGORY WILLIAM | I | VICE CHAIRMAN AND CEO | B | Control |
| GOELZER, GREGORY WILLIAM | I | VICE CHAIRMAN AND CEO | B | Control |
| GOELZER, GREGORY WILLIAM | I | VICE CHAIRMAN AND CEO, CHIEF COMPLIANCE OFFICER/BROKER-DEALER | B | Control |
| GOELZER, GREGORY WILLIAM | I | VICE CHAIRMAN AND CEO | B | Control |
| GOELZER, GREGORY WILLIAM | I | VICE CHAIRMAN AND CEO, CHIEF COMPLIANCE OFFICER | B | Control |
| GOELZER, GREGORY WILLIAM | I | VICE CHAIRMAN AND CEO, CHIEF COMPLIANCE OFFICER | B | Control |
| GOELZER, GREGORY WILLIAM | I | VICE CHAIRMAN AND CEO | B | Control |
| GOELZER, GREGORY WILLIAM | I | VICE CHAIRMAN AND CEO, CHIEF COMPLIANCE OFFICER | B | Control |
| GOELZER, GREGORY, WILLIAM | I | CHAIRMAN AND CEO | B | Control |
| GOELZER, GREGORY, WILLIAM | I | CHAIRMAN AND CEO | B | Control |
| GOELZER, GREGORY, WILLIAM | I | CHAIRMAN AND CEO | B | Control |
| GOELZER, GREGORY, WILLIAM | I | CHAIRMAN AND CEO | B | Control |
| GOELZER, GREGORY, WILLIAM | I | CHAIRMAN AND CEO | B | Control |
| GOELZER, GREGORY, WILLIAM | I | CHAIRMAN AND CEO | B | Control |
| GOELZER, GREGORY, WILLIAM | I | CHAIRMAN AND CEO | B | Control |
| GOELZER, GREGORY, WILLIAM | I | CHAIRMAN AND CEO | B | Control |
| GOELZER, GREGORY, WILLIAM | I | CHAIRMAN AND CEO | B | Control |
| GOELZER, GREGORY, WILLIAM | I | CHAIRMAN AND CEO | B | Control |
| GOELZER, GREGORY, WILLIAM | I | CHAIRMAN AND CEO | B | Control |
| GOELZER, GREGORY, WILLIAM | I | CHAIRMAN AND CEO | B | Control |
| GOELZER, GREGORY, WILLIAM | I | CHAIRMAN AND CEO | B | Control |
| GOELZER, GREGORY, WILLIAM | I | CHAIRMAN AND CEO | B | Control |
| GOELZER, GREGORY, WILLIAM | I | CHAIRMAN AND CEO | B | Control |
| GOELZER, GREGORY, WILLIAM | I | CHAIRMAN AND CEO | B | Control |
| GOELZER, GREGORY, WILLIAM | I | CHAIRMAN AND CEO | B | Control |
| GOELZER, GREGORY, WILLIAM | I | CHAIRMAN AND CEO | B | Control |
| GOELZER, GREGORY, WILLIAM | I | CHAIRMAN AND CEO | B | Control |
| GOELZER, GREGORY, WILLIAM | I | CHAIRMAN AND CEO | B | Control |
| GOELZER, GREGORY, WILLIAM | I | CHAIRMAN AND CEO | B | Control |
| GOELZER, GREGORY, WILLIAM | I | CHAIRMAN AND CEO | B | Control |
| GOELZER, GREGORY, WILLIAM | I | CHAIRMAN AND CEO | B | Control |
| GOELZER, GREGORY, WILLIAM | I | CHAIRMAN AND CEO | B | Control |
| GOELZER, GREGORY, WILLIAM | I | CHAIRMAN AND CEO | B | Control |
| GOELZER, GREGORY, WILLIAM | I | CHAIRMAN AND CEO | B | Control |
| GOELZER, GREGORY, WILLIAM | I | CHAIRMAN AND CEO | B | Control |
| GOELZER, GREGORY, WILLIAM | I | CHAIRMAN AND CEO | B | Control |
| GOELZER, GREGORY, WILLIAM | I | CHAIRMAN AND CEO | B | Control |
| GOELZER, SANDRA KAY | I | OWNER | B | |
| GOELZER, SANDRA KAY | I | OWNER | B | |
| GOELZER, SANDRA KAY | I | OWNER | B | |
| GOELZER, SANDRA KAY | I | OWNER | B | |
| GOELZER, SANDRA KAY | I | OWNER | B | |
| GOELZER, SANDRA KAY | I | OWNER | B | |
| GOELZER, SANDRA KAY | I | OWNER | B | |
| GOELZER, SANDRA KAY | I | OWNER | B | |
| GOELZER, SANDRA KAY | I | OWNER | B | |
| GOELZER, SANDRA KAY | I | OWNER | B | |
| GOELZER, SANDRA KAY | I | OWNER | B | |
| GOELZER, SANDRA KAY | I | OWNER | B | |
| GOELZER, SANDRA KAY | I | OWNER | B | |
| GOELZER, SANDRA KAY | I | OWNER | B | |
| GOELZER, SANDRA KAY | I | OWNER | B | |
| GOELZER, SANDRA KAY | I | OWNER | B | |
| GOELZER, SANDRA KAY | I | OWNER | B | |
| GOELZER, SANDRA KAY | I | OWNER | B | |
| GOELZER, SANDRA KAY | I | OWNER | B | |
| GOELZER, SANDRA KAY | I | OWNER | B | |
| GOELZER, SANDRA KAY | I | OWNER | B | |
| GOELZER, SANDRA KAY | I | OWNER | B | |
| GOELZER, SANDRA KAY | I | OWNER | B | |
| GOELZER, SANDRA KAY | I | OWNER | B | |
| GOELZER, SANDRA KAY | I | OWNER | B | |
| GOELZER, SANDRA KAY | I | OWNER | B | |
| GOELZER, SANDRA KAY | I | OWNER | B | |
| GOELZER, SANDRA KAY | I | OWNER | B | |
| GOELZER, SANDRA KAY | I | OWNER | B | |
| GOELZER, SANDRA KAY | I | OWNER | B | |
| GOELZER, SANDRA KAY | I | OWNER | B | |
| GOELZER, SANDRA KAY | I | OWNER | B | |
| GOELZER, SANDRA KAY | I | OWNER | B | |
| GOELZER, SANDRA KAY | I | OWNER | B | |
| GOELZER, SANDRA KAY | I | OWNER | B | |
| GOELZER, SANDRA KAY | I | OWNER | B | |
| GOELZER, SANDRA KAY | I | OWNER | B | |
| GOELZER, SANDRA KAY | I | SHAREHOLDER | B | |
| GOELZER, SANDRA KAY | I | SHAREHOLDER | B | |
| GOELZER, SANDRA KAY | I | SHAREHOLDER | B | |
| JOAN B GOELZER CREDIT SHELTER TR U/A DTD 1-17-1991 | DE | OWNER | B | Control |
| JOAN B GOELZER CREDIT SHELTER TR U/A DTD 1-17-1991 | DE | OWNER | B | Control |
| JOAN B GOELZER CREDIT SHELTER TR U/A DTD 1-17-1991 | DE | OWNER | B | Control |
| JOAN B GOELZER CREDIT SHELTER TR U/A DTD 1-17-1991 | DE | OWNER | B | Control |
| JOAN B GOELZER CREDIT SHELTER TR U/A DTD 1-17-1991 | DE | OWNER | B | Control |
| JOAN B GOELZER CREDIT SHELTER TR U/A DTD 1-17-1991 | DE | OWNER | B | Control |
| JOAN B GOELZER CREDIT SHELTER TR U/A DTD 1-17-1991 | DE | OWNER | B | Control |
| JOAN B GOELZER CREDIT SHELTER TR U/A DTD 1-17-1991 | DE | OWNER | B | Control |
| JOAN B GOELZER CREDIT SHELTER TR U/A DTD 1-17-1991 | DE | OWNER | B | Control |
| JOAN B GOELZER CREDIT SHELTER TR U/A DTD 1-17-1991 | DE | OWNER | B | Control |
| JOAN B GOELZER CREDIT SHELTER TR U/A DTD 1-17-1991 | DE | OWNER | B | Control |
| JOAN B GOELZER CREDIT SHELTER TR U/A DTD 1-17-1991 | DE | OWNER | B | Control |
| JOAN B GOELZER CREDIT SHELTER TR U/A DTD 1-17-1991 | DE | OWNER | B | Control |
| JOAN B GOELZER CREDIT SHELTER TR U/A DTD 1-17-1991 | DE | OWNER | B | Control |
| JOAN B GOELZER CREDIT SHELTER TR U/A DTD 1-17-1991 | DE | OWNER | B | Control |
| JOAN B GOELZER CREDIT SHELTER TR U/A DTD 1-17-1991 | DE | OWNER | B | Control |
| JOAN B GOELZER CREDIT SHELTER TR U/A DTD 1-17-1991 | DE | OWNER | B | Control |
| JOAN B GOELZER CREDIT SHELTER TR U/A DTD 1-17-1991 | DE | OWNER | B | Control |
| JOAN B GOELZER CREDIT SHELTER TR U/A DTD 1-17-1991 | DE | OWNER | B | Control |
| JOAN B GOELZER CREDIT SHELTER TR U/A DTD 1-17-1991 | DE | OWNER | B | Control |
| JOAN B GOELZER CREDIT SHELTER TR U/A DTD 1-17-1991 | DE | OWNER | B | Control |
| JOAN B GOELZER CREDIT SHELTER TR U/A DTD 1-17-1991 | DE | OWNER | B | Control |
| JOAN B GOELZER CREDIT SHELTER TR U/A DTD 1-17-1991 | DE | OWNER | B | Control |
| JOAN B GOELZER CREDIT SHELTER TR U/A DTD 1-17-1991 | DE | OWNER | B | Control |
| JOAN B GOELZER CREDIT SHELTER TR U/A DTD 1-17-1991 | DE | OWNER | B | Control |
| JOAN B GOELZER CREDIT SHELTER TR U/A DTD 1-17-1991 | DE | OWNER | B | Control |
| JOAN B. GOELZER | I | OWNER | B | |
| JOAN B. GOELZER | I | OWNER | B | |
| JOAN B. GOELZER | I | OWNER | B | |
| JOAN B. GOELZER | I | OWNER | B | |
| JOAN B. GOELZER | I | OWNER | B | |
| JOAN B. GOELZER | I | OWNER | B | |
| JOAN B. GOELZER | I | OWNER | B | |
| JOAN B. GOELZER | I | OWNER | B | |
| JOAN B. GOELZER | I | OWNER | B | |
| MCKAMEY, BRETT DEAN | I | PRESIDENT AND COO | B | Control |
| MCKAMEY, BRETT DEAN | I | PRESIDENT AND COO | B | Control |
| MCKAMEY, BRETT DEAN | I | PRESIDENT AND COO | B | Control |
| MCKAMEY, BRETT DEAN | I | SECRETARY | B | Control |
| MCKAMEY, BRETT DEAN | I | PRESIDENT AND COO | B | Control |
| MCKAMEY, BRETT DEAN | I | PRESIDENT AND COO | B | Control |
| MCKAMEY, BRETT DEAN | I | PRESIDENT AND COO | B | Control |
| MCKAMEY, BRETT DEAN | I | PRESIDENT AND COO | B | Control |
| MCKAMEY, BRETT DEAN | I | PRESIDENT AND COO | B | Control |
| MCKAMEY, BRETT DEAN | I | PRESIDENT AND COO | B | Control |
| MCKAMEY, BRETT DEAN | I | PRESIDENT AND COO | B | Control |
| MCKAMEY, BRETT DEAN | I | SECRETARY | B | Control |
| MCKAMEY, BRETT DEAN | I | PRESIDENT AND COO | B | Control |
| MCKAMEY, BRETT DEAN | I | PRESIDENT AND COO | B | Control |
| MCKAMEY, BRETT DEAN | I | PRESIDENT AND COO, CHIEF COMPLIANCE OFFICER BROKER/DEALER | B | Control |
| MCKAMEY, BRETT DEAN | I | PRESIDENT AND COO, CHIEF COMPLIANCE OFFICER BROKER/DEALER | B | Control |
| MCKAMEY, BRETT DEAN | I | PRESIDENT AND COO | B | Control |
| MCKAMEY, BRETT DEAN | I | PRESIDENT AND COO | B | Control |
| MCKAMEY, BRETT DEAN | I | PRESIDENT AND COO | B | Control |
| MCKAMEY, BRETT DEAN | I | PRESIDENT AND COO | B | Control |
| MCKAMEY, BRETT DEAN | I | PRESIDENT AND COO | B | Control |
| MCKAMEY, BRETT DEAN | I | PRESIDENT AND COO | B | Control |
| MCKAMEY, BRETT DEAN | I | PRESIDENT AND COO | B | Control |
| MCKAMEY, BRETT DEAN | I | PRESIDENT AND COO | B | Control |
| MCKAMEY, BRETT DEAN | I | PRESIDENT AND COO | B | Control |
| MCKAMEY, BRETT DEAN | I | PRESIDENT AND COO | B | Control |
| MCKAMEY, BRETT DEAN | I | PRESIDENT AND COO | B | Control |
| MCKAMEY, BRETT DEAN | I | PRESIDENT AND COO | B | Control |
| MCKAMEY, BRETT DEAN | I | PRESIDENT AND COO | B | Control |
| MCKAMEY, BRETT DEAN | I | PRESIDENT AND COO | B | Control |
| MCKAMEY, BRETT DEAN | I | PRESIDENT AND COO | B | Control |
| MCKAMEY, BRETT DEAN | I | PRESIDENT AND COO | B | Control |
| MCKAMEY, BRETT DEAN | I | PRESIDENT AND COO | B | Control |
| MCKAMEY, BRETT DEAN | I | PRESIDENT AND COO | B | Control |
| MCKAMEY, BRETT DEAN | I | PRESIDENT AND COO | B | Control |
| MCKAMEY, BRETT, DEAN | I | PRESIDENT | B | Control |
| MCKAMEY, BRETT, DEAN | I | PRESIDENT | B | Control |
| MCKAMEY, BRETT, DEAN | I | PRESIDENT | B | Control |
| MCKAMEY, BRETT, DEAN | I | PRESIDENT | B | Control |
| MCKAMEY, BRETT, DEAN | I | PRESIDENT | B | Control |
| MCKAMEY, BRETT, DEAN | I | PRESIDENT | B | Control |
| MCKAMEY, BRETT, DEAN | I | PRESIDENT | B | Control |
| MCKAMEY, BRETT, DEAN | I | PRESIDENT | B | Control |
| MCKAMEY, BRETT, DEAN | I | PRESIDENT | B | Control |
| MCKAMEY, BRETT, DEAN | I | PRESIDENT | B | Control |
| MCKAMEY, BRETT, DEAN | I | PRESIDENT | B | Control |
| MCKAMEY, BRETT, DEAN | I | PRESIDENT | B | Control |
| MCKAMEY, BRETT, DEAN | I | PRESIDENT | B | Control |
| MCKAMEY, BRETT, DEAN | I | PRESIDENT | B | Control |
| MCKAMEY, BRETT, DEAN | I | PRESIDENT | B | Control |
| MCKAMEY, BRETT, DEAN | I | PRESIDENT | B | Control |
| MCKAMEY, BRETT, DEAN | I | PRESIDENT | B | Control |
| MCKAMEY, BRETT, DEAN | I | PRESIDENT | B | Control |
| MCKAMEY, BRETT, DEAN | I | SENIOR PARTNER | B | Control |
| MCKAMEY, BRETT, DEAN | I | SENIOR PARTNER | B | Control |
| MCKAMEY, BRETT, DEAN | I | SENIOR PARTNER | B | Control |
| CONCANNON, JAMES ANDREW | I | OWNER | A | |
| CONCANNON, JAMES ANDREW | I | OWNER | A | |
| CONCANNON, JAMES ANDREW | I | OWNER | A | |
| CONCANNON, JAMES ANDREW | I | OWNER | A | |
| CONCANNON, JAMES ANDREW | I | OWNER | A | |
| CONCANNON, JAMES ANDREW | I | OWNER | A | |
| CONCANNON, JAMES ANDREW | I | OWNER | A | |
| CONCANNON, JAMES ANDREW | I | OWNER | A | |
| CONCANNON, JAMES ANDREW | I | OWNER | A | |
| CONCANNON, JAMES ANDREW | I | OWNER | A | |
| CONCANNON, JAMES ANDREW | I | OWNER | A | |
| CONCANNON, JAMES ANDREW | I | OWNER | A | |
| CONCANNON, JAMES ANDREW | I | OWNER | A | |
| CONCANNON, JAMES ANDREW | I | OWNER | A | |
| CONCANNON, JAMES ANDREW | I | OWNER | A | |
| CONCANNON, JAMES ANDREW | I | OWNER | A | |
| CONCANNON, JAMES ANDREW | I | OWNER | A | |
| CONCANNON, JAMES ANDREW | I | OWNER | A | |
| CONCANNON, JAMES ANDREW | I | OWNER | A | |
| CONCANNON, JAMES ANDREW | I | OWNER | A | |
| CONCANNON, JAMES ANDREW | I | OWNER | A | |
| CONCANNON, JAMES ANDREW | I | OWNER | A | |
| CONCANNON, JAMES ANDREW | I | OWNER | A | |
| CONCANNON, JAMES ANDREW | I | OWNER | A | |
| CONCANNON, JAMES ANDREW | I | OWNER | A | |
| CONCANNON, JAMES ANDREW | I | OWNER | A | |
| CONCANNON, JAMES ANDREW | I | OWNER | A | |
| CONCANNON, JAMES ANDREW | I | OWNER | A | |
| CONCANNON, JAMES ANDREW | I | OWNER | A | |
| CONCANNON, JAMES ANDREW | I | OWNER | A | |
| CONCANNON, JAMES ANDREW | I | OWNER | A | |
| CONCANNON, JAMES ANDREW | I | OWNER | A | |
| CONCANNON, JAMES ANDREW | I | OWNER | A | |
| CONCANNON, JAMES ANDREW | I | OWNER | A | |
| CONCANNON, JAMES ANDREW | I | OWNER | A | |
| CONCANNON, JAMES ANDREW | I | OWNER | A | |
| CONCANNON, JAMES ANDREW | I | OWNER | A | |
| CONCANNON, JAMES ANDREW | I | OWNER | A | |
| CONCANNON, JAMES ANDREW | I | OWNER | A | |
| CONCANNON, JAMES ANDREW | I | OWNER | A | |
| CONCANNON, JAMES ANDREW | I | OWNER | A | |
| CONCANNON, JAMES ANDREW | I | OWNER | A | |
| CONCANNON, JAMES ANDREW | I | OWNER | A | |
| CONCANNON, JAMES ANDREW | I | OWNER | A | |
| CONCANNON, JAMES ANDREW | I | OWNER | A | |
| CONCANNON, JAMES, ANDREW | I | SENIOR PARTNER | A | |
| CONCANNON, JAMES, ANDREW | I | SENIOR PARTNER | A | |
| CONCANNON, JAMES, ANDREW | I | SENIOR PARTNER | A | |
| FREIHOFER, LISA GOELZER | I | OWNER | A | |
| FREIHOFER, LISA GOELZER | I | OWNER | A | |
| FREIHOFER, LISA GOELZER | I | OWNER | A | |
| FREIHOFER, LISA GOELZER | I | OWNER | A | |
| FREIHOFER, LISA GOELZER | I | OWNER | A | |
| FREIHOFER, LISA GOELZER | I | OWNER | A | |
| FREIHOFER, LISA GOELZER | I | OWNER | A | |
| FREIHOFER, LISA GOELZER | I | OWNER | A | |
| GOELZER EMPLOYEE STOCK OWNERSHIP PLAN | DE | OWNER | A | |
| GOELZER EMPLOYEE STOCK OWNERSHIP PLAN | DE | OWNER | A | |
| GOELZER EMPLOYEE STOCK OWNERSHIP PLAN | DE | OWNER | A | |
| GOELZER EMPLOYEE STOCK OWNERSHIP PLAN | DE | OWNER | A | |
| GOELZER EMPLOYEE STOCK OWNERSHIP PLAN | DE | OWNER | A | |
| GOELZER EMPLOYEE STOCK OWNERSHIP PLAN | DE | OWNER | A | |
| GOELZER EMPLOYEE STOCK OWNERSHIP PLAN | DE | OWNER | A | |
| GOELZER EMPLOYEE STOCK OWNERSHIP PLAN | DE | OWNER | A | |
| GOELZER EMPLOYEE STOCK OWNERSHIP PLAN | DE | OWNER | A | |
| GOELZER EMPLOYEE STOCK OWNERSHIP PLAN | DE | OWNER | A | |
| GOELZER EMPLOYEE STOCK OWNERSHIP PLAN | DE | OWNER | A | |
| GOELZER EMPLOYEE STOCK OWNERSHIP PLAN | DE | OWNER | A | |
| GOELZER EMPLOYEE STOCK OWNERSHIP PLAN | DE | OWNER | A | |
| GOELZER EMPLOYEE STOCK OWNERSHIP PLAN | DE | OWNER | A | |
| GOELZER EMPLOYEE STOCK OWNERSHIP PLAN | DE | OWNER | A | |
| GOELZER EMPLOYEE STOCK OWNERSHIP PLAN | DE | OWNER | A | |
| GOELZER EMPLOYEE STOCK OWNERSHIP PLAN | DE | OWNER | A | |
| GOELZER EMPLOYEE STOCK OWNERSHIP PLAN | DE | OWNER | A | |
| GOELZER EMPLOYEE STOCK OWNERSHIP PLAN | DE | OWNER | A | |
| GOELZER EMPLOYEE STOCK OWNERSHIP PLAN | DE | OWNER | A | |
| GOELZER EMPLOYEE STOCK OWNERSHIP PLAN | DE | OWNER | A | |
| GOELZER EMPLOYEE STOCK OWNERSHIP PLAN | DE | OWNER | A | |
| GOELZER EMPLOYEE STOCK OWNERSHIP PLAN | DE | OWNER | A | |
| GOELZER EMPLOYEE STOCK OWNERSHIP PLAN | DE | OWNER | A | |
| GOELZER EMPLOYEE STOCK OWNERSHIP PLAN | DE | OWNER | A | |
| GOELZER EMPLOYEE STOCK OWNERSHIP PLAN | DE | OWNER | A | |
| GOELZER EMPLOYEE STOCK OWNERSHIP PLAN | DE | OWNER | A | |
| GOELZER EMPLOYEE STOCK OWNERSHIP PLAN | DE | OWNER | A | |
| GOELZER EMPLOYEE STOCK OWNERSHIP PLAN | DE | OWNER | A | |
| GOELZER EMPLOYEE STOCK OWNERSHIP PLAN | DE | OWNER | A | |
| GOELZER EMPLOYEE STOCK OWNERSHIP PLAN | DE | OWNER | A | |
| GOELZER EMPLOYEE STOCK OWNERSHIP PLAN | DE | OWNER | A | |
| GOELZER EMPLOYEE STOCK OWNERSHIP PLAN | DE | OWNER | A | |
| GOELZER EMPLOYEE STOCK OWNERSHIP PLAN | DE | OWNER | A | |
| GOELZER EMPLOYEE STOCK OWNERSHIP PLAN | DE | OWNER | A | |
| GOELZER EMPLOYEE STOCK OWNERSHIP PLAN | DE | OWNER | A | |
| GOELZER EMPLOYEE STOCK OWNERSHIP PLAN | DE | OWNER | A | |
| GOELZER EMPLOYEE STOCK OWNERSHIP PLAN | DE | OWNER | A | |
| GOELZER EMPLOYEE STOCK OWNERSHIP PLAN | DE | OWNER | A | |
| GOELZER EMPLOYEE STOCK OWNERSHIP PLAN | DE | OWNER | A | |
| GOELZER EMPLOYEE STOCK OWNERSHIP PLAN | DE | OWNER | A | |
| GOELZER EMPLOYEE STOCK OWNERSHIP PLAN | DE | OWNER | A | |
| GOELZER, SANDRA KAY | I | OWNER | A | |
| GOELZER, SANDRA KAY | I | OWNER | A | |
| GOELZER, SANDRA KAY | I | OWNER | A | |
| GOELZER, SANDRA KAY | I | OWNER | A | |
| GOELZER, SANDRA KAY | I | OWNER | A | |
| GOELZER, SANDRA KAY | I | OWNER | A | |
| GOELZER, SANDRA KAY | I | OWNER | A | |
| GOELZER, SANDRA KAY | I | OWNER | A | |
| HUTCHINSON, DONALD, JOSEPH | I | MANAGING DIRECTOR, INSTITUTIONAL ADVISORY SERVICES | A | |
| HUTCHINSON, DONALD, JOSEPH | I | MANAGING DIRECTOR, INSTITUTIONAL ADVISORY SERVICES | A | |
| HUTCHINSON, DONALD, JOSEPH | I | MANAGING DIRECTOR, INSTITUTIONAL ADVISORY SERVICES | A | |
| HUTCHINSON, DONALD, JOSEPH | I | MANAGING DIRECTOR, INSTITUTIONAL ADVISORY SERVICES | A | |
| HUTCHINSON, DONALD, JOSEPH | I | MANAGING DIRECTOR, INSTITUTIONAL ADVISORY SERVICES | A | |
| HUTCHINSON, DONALD, JOSEPH | I | MANAGING DIRECTOR, INSTITUTIONAL ADVISORY SERVICES | A | |
| HUTCHINSON, DONALD, JOSEPH | I | MANAGING DIRECTOR, INSTITUTIONAL ADVISORY SERVICES | A | |
| HUTCHINSON, DONALD, JOSEPH | I | MANAGING DIRECTOR, INSTITUTIONAL ADVISORY SERVICES | A | |
| HUTCHINSON, DONALD, JOSEPH | I | MANAGING DIRECTOR, INSTITUTIONAL ADVISORY SERVICES | A | |
| HUTCHINSON, DONALD, JOSEPH | I | MANAGING DIRECTOR, INSTITUTIONAL ADVISORY SERVICES | A | |
| HUTCHINSON, DONALD, JOSEPH | I | MANAGING DIRECTOR, INSTITUTIONAL ADVISORY SERVICES | A | |
| HUTCHINSON, DONALD, JOSEPH | I | MANAGING DIRECTOR, INSTITUTIONAL ADVISORY SERVICES | A | |
| HUTCHINSON, DONALD, JOSEPH | I | MANAGING DIRECTOR, INSTITUTIONAL ADVISORY SERVICES | A | |
| HUTCHINSON, DONALD, JOSEPH | I | MANAGING DIRECTOR, INSTITUTIONAL ADVISORY SERVICES | A | |
| PYNE, BRIAN, JOSEPH | I | MANAGING DIRECTOR, PRIVATE CLIENT | A | |
| PYNE, BRIAN, JOSEPH | I | MANAGING DIRECTOR, PRIVATE CLIENT | A | |
| PYNE, BRIAN, JOSEPH | I | MANAGING DIRECTOR, PRIVATE CLIENT | A | |
| PYNE, BRIAN, JOSEPH | I | MANAGING DIRECTOR, PRIVATE CLIENT | A | |
| PYNE, BRIAN, JOSEPH | I | MANAGING DIRECTOR, PRIVATE CLIENT | A | |
| PYNE, BRIAN, JOSEPH | I | MANAGING DIRECTOR, PRIVATE CLIENT | A | |
| PYNE, BRIAN, JOSEPH | I | MANAGING DIRECTOR, PRIVATE CLIENT | A | |
| PYNE, BRIAN, JOSEPH | I | MANAGING DIRECTOR, PRIVATE CLIENT | A | |
| PYNE, BRIAN, JOSEPH | I | MANAGING DIRECTOR, PRIVATE CLIENT | A | |
| PYNE, BRIAN, JOSEPH | I | MANAGING DIRECTOR, PRIVATE CLIENT | A | |
| PYNE, BRIAN, JOSEPH | I | MANAGING DIRECTOR, PRIVATE CLIENT | A | |
| PYNE, BRIAN, JOSEPH | I | MANAGING DIRECTOR, PRIVATE CLIENT | A | |
| PYNE, BRIAN, JOSEPH | I | MANAGING DIRECTOR, PRIVATE CLIENT | A | |
| PYNE, BRIAN, JOSEPH | I | MANAGING DIRECTOR, PRIVATE CLIENT | A | |
| SMITH, NEAL ANDREW | I | OWNER | A | |
| SMITH, NEAL ANDREW | I | OWNER | A | |
| SMITH, NEAL ANDREW | I | OWNER | A | |
| SMITH, NEAL ANDREW | I | OWNER | A | |
| SMITH, NEAL ANDREW | I | OWNER | A | |
| SMITH, NEAL ANDREW | I | OWNER | A | |
| SMITH, NEAL ANDREW | I | OWNER | A | |
| SMITH, NEAL ANDREW | I | OWNER | A | |
| SMITH, NEAL ANDREW | I | OWNER | A | |
| SMITH, NEAL ANDREW | I | OWNER | A | |
| SMITH, NEAL ANDREW | I | OWNER | A | |
| SMITH, NEAL ANDREW | I | OWNER | A | |
| SMITH, NEAL ANDREW | I | OWNER | A | |
| SMITH, NEAL ANDREW | I | OWNER | A | |
| SMITH, NEAL ANDREW | I | OWNER | A | |
| SMITH, NEAL ANDREW | I | OWNER | A | |
| SMITH, NEAL ANDREW | I | OWNER | A | |
| SMITH, NEAL ANDREW | I | OWNER | A | |
| SMITH, NEAL ANDREW | I | OWNER | A | |
| SMITH, NEAL ANDREW | I | OWNER | A | |
| SMITH, NEAL ANDREW | I | OWNER | A | |
| SMITH, NEAL ANDREW | I | OWNER | A | |
| SMITH, NEAL ANDREW | I | OWNER | A | |
| SMITH, NEAL ANDREW | I | OWNER | A | |
| SMITH, NEAL ANDREW | I | OWNER | A | |
| SMITH, NEAL ANDREW | I | OWNER | A | |
| SMITH, NEAL ANDREW | I | OWNER | A | |
| SMITH, NEAL ANDREW | I | OWNER | A | |
| SMITH, NEAL ANDREW | I | OWNER | A | |
| SMITH, NEAL ANDREW | I | OWNER | A | |
| SMITH, NEAL ANDREW | I | OWNER | A |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| DON W. GOELZER GRANTOR RETAINED ANNUITY TRUST NUMBER 2 DATED SEPTEMBER 30, 2000 | DE | GOELZER INVESTMENT MANAGEMENT, INC. | F | |
| DON W. GOELZER GRANTOR RETAINED ANNUITY TRUST NUMBER 2 DATED SEPTEMBER 30, 2000 | DE | GOELZER INVESTMENT MANAGEMENT, INC. | F | |
| GOELZER, DON WILLIAM | I | JOAN B GOELZER CREDIT SHELTER TR U/A 1-17-1991 | E | Control |
| GOELZER, DON WILLIAM | I | JOAN B GOELZER CREDIT SHELTER TR U/A 1-17-1991 | E | Control |
| GOELZER, GREGORY WILLIAM | I | JOAN B. GOELZER CREDIT SHELTER TRUST U/A 1/17/1991 | E | Control |
| GOELZER, GREGORY WILLIAM | I | JOAN B. GOELZER CREDIT SHELTER TRUST U/A 1/17/1991 | E | Control |
| GOELZER, GREGORY WILLIAM | I | JOAN B. GOELZER CREDIT SHELTER TRUST U/A 1/17/1991 | E | Control |
| GOELZER, GREGORY WILLIAM | I | JOAN B. GOELZER CREDIT SHELTER TRUST U/A 1/17/1991 | E | Control |
| GOELZER, GREGORY WILLIAM | I | JOAN B. GOELZER CREDIT SHELTER TRUST U/A 1/17/1991 | E | Control |
| GOELZER, GREGORY WILLIAM | I | JOAN B. GOELZER CREDIT SHELTER TRUST U/A 1/17/1991 | E | Control |
| GOELZER, GREGORY WILLIAM | I | JOAN B. GOELZER CREDIT SHELTER TRUST U/A 1/17/1991 | E | Control |
| GOELZER, GREGORY WILLIAM | I | JOAN B. GOELZER CREDIT SHELTER TRUST U/A 1/17/1991 | E | Control |
| GOELZER, GREGORY WILLIAM | I | JOAN B. GOELZER CREDIT SHELTER TRUST U/A 1/17/1991 | E | Control |
| GOELZER, GREGORY WILLIAM | I | JOAN B. GOELZER CREDIT SHELTER TRUST U/A 1/17/1991 | E | Control |
| GOELZER, GREGORY WILLIAM | I | JOAN B. GOELZER CREDIT SHELTER TRUST U/A 1/17/1991 | E | Control |
| GOELZER, GREGORY WILLIAM | I | JOAN B. GOELZER CREDIT SHELTER TRUST U/A 1/17/1991 | E | Control |
| GOELZER, GREGORY WILLIAM | I | JOAN B. GOELZER CREDIT SHELTER TRUST U/A 1/17/1991 | E | Control |
| GOELZER, GREGORY WILLIAM | I | JOAN B. GOELZER CREDIT SHELTER TRUST U/A 1/17/1991 | E | Control |
| GOELZER, GREGORY WILLIAM | I | JOAN B. GOELZER CREDIT SHELTER TRUST U/A 1/17/1991 | E | Control |
| GOELZER, GREGORY WILLIAM | I | JOAN B. GOELZER CREDIT SHELTER TRUST U/A 1/17/1991 | E | Control |
| GOELZER, GREGORY WILLIAM | I | JOAN B. GOELZER CREDIT SHELTER TRUST U/A 1/17/1991 | E | Control |
| GOELZER, GREGORY WILLIAM | I | JOAN B. GOELZER CREDIT SHELTER TRUST U/A 1/17/1991 | E | Control |
| GOELZER, GREGORY WILLIAM | I | JOAN B. GOELZER CREDIT SHELTER TRUST U/A 1/17/1991 | E | Control |
| GOELZER, GREGORY WILLIAM | I | JOAN B. GOELZER CREDIT SHELTER TRUST U/A 1/17/1991 | E | Control |
| GOELZER, GREGORY WILLIAM | I | JOAN B. GOELZER CREDIT SHELTER TRUST U/A 1/17/1991 | E | Control |
| GOELZER, GREGORY WILLIAM | I | JOAN B. GOELZER CREDIT SHELTER TRUST U/A 1/17/1991 | E | Control |
| GOELZER, GREGORY WILLIAM | I | JOAN B. GOELZER CREDIT SHELTER TRUST U/A 1/17/1991 | E | Control |
| GOELZER, GREGORY WILLIAM | I | JOAN B. GOELZER CREDIT SHELTER TRUST U/A 1/17/1991 | E | Control |
| GOELZER, GREGORY WILLIAM | I | JOAN B. GOELZER CREDIT SHELTER TRUST U/A 1/17/1991 | E | Control |
| GOELZER, GREGORY WILLIAM | I | JOAN B. GOELZER CREDIT SHELTER TRUST U/A 1/17/1991 | E | Control |
| GOELZER, GREGORY WILLIAM | I | JOAN B. GOELZER CREDIT SHELTER TRUST U/A 1/17/1991 | E | Control |
| GOELZER, GREGORY WILLIAM | I | JOAN B. GOELZER CREDIT SHELTER TRUST U/A 1/17/1991 | E | Control |
| GOELZER, GREGORY WILLIAM | I | JOAN B. GOELZER CREDIT SHELTER TRUST U/A 1/17/1991 | E | Control |
| GOELZER, GREGORY WILLIAM | I | JOAN B. GOELZER CREDIT SHELTER TRUST U/A 1/17/1991 | E | Control |
| GOELZER, GREGORY WILLIAM | I | JOAN B. GOELZER CREDIT SHELTER TRUST U/A 1/17/1991 | E | Control |
| GOELZER, GREGORY, WILLIAM | I | GOELZER EMPLOYEE STOCK OWNERSHIP PLAN | E | Control |
| GOELZER, GREGORY, WILLIAM | I | GOELZER EMPLOYEE STOCK OWNERSHIP PLAN | E | Control |
| GOELZER, GREGORY, WILLIAM | I | GOELZER EMPLOYEE STOCK OWNERSHIP PLAN | E | Control |
| GOELZER, GREGORY, WILLIAM | I | GOELZER EMPLOYEE STOCK OWNERSHIP PLAN | E | Control |
| COTTERILL, CHRIS | I | GOELZER EMPLOYEE STOCK OWNERSHIP PLAN | C | |
| COTTERILL, CHRIS | I | GOELZER EMPLOYEE STOCK OWNERSHIP PLAN | C | |
| COTTERILL, CHRIS | I | GOELZER EMPLOYEE STOCK OWNERSHIP PLAN | C | |
| MCKAMEY, BRETT, DEAN | I | GOELZER EMPLOYEE STOCK OWNERSHIP PLAN | C | Control |
| MCKAMEY, BRETT, DEAN | I | GOELZER EMPLOYEE STOCK OWNERSHIP PLAN | C | Control |
| MCKAMEY, BRETT, DEAN | I | GOELZER EMPLOYEE STOCK OWNERSHIP PLAN | C | Control |
| MCKAMEY, BRETT, DEAN | I | GOELZER EMPLOYEE STOCK OWNERSHIP PLAN | C | Control |
| PYNE, BRIAN, JOSEPH | I | GOELZER EMPLOYEE STOCK OWNERSHIP PLAN | C | |
| PYNE, BRIAN, JOSEPH | I | GOELZER EMPLOYEE STOCK OWNERSHIP PLAN | C | |
| PYNE, BRIAN, JOSEPH | I | GOELZER EMPLOYEE STOCK OWNERSHIP PLAN | C | |
| PYNE, BRIAN, JOSEPH | I | GOELZER EMPLOYEE STOCK OWNERSHIP PLAN | C |
Registrations
Federal
IA
Aug 15, 2025 REGISTERED
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