Madison Wealth Partners, Inc.
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | No |
| Since | 2026 |
Mpi Wealth Management LLC
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | No |
| Since | 2019 |
Poehling Capital Management, Inc.
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | No |
| Since | 2011 |
Pinkerton Wealth, LLC
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | No |
| Since | 2014 |
Forum Solutions Group, LLC
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | No |
| Since | 2017 |
Providence Wealth Advisors, LLC
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | No |
| Since | 2010 |
Cornerstone Select Advisors, LLC
| Title | Cco |
| Ownership | Under 5% |
| Control person | No |
| Since | 2009 |
Waterloo Capital, L.P.
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | No |
| Since | 2012 |
True Freedom Investing, LLC
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | No |
| Since | 2022 |
Harbor Wealth Management, LLC
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | No |
| Since | 2010 |
Schamberger, Greylak & Utterback Wealth Management, LLC
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | No |
| Since | 2022 |
Democracy Investment Management LLC
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | No |
| Since | 2023 |
Pax Financial Group, LLC
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | No |
| Since | 2020 |
The Legacy Financial Group, Inc.
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | No |
| Since | 2019 |
Left Brain Wealth Management, LLC
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | No |
| Since | 2014 |
Fairhaven Wealth Management, LLC
| Title | Cco |
| Ownership | Under 5% |
| Control person | No |
| Since | 2014 |
Profit Investment Management, LLC
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | No |
| Since | 2018 |
Rpr Financial Advisors LLC
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | No |
| Since | 2021 |
Tetley Investments, LLC
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | No |
| Since | 2012 |
Kerberrose Wealth Management, LLC
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | No |
| Since | 2014 |
Carter Financial Group, Inc.
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | No |
| Since | 2019 |
Avocet Capital Management LLC
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | No |
| Since | 2011 |
Kurv Investment Management LLC
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | No |
| Since | 2022 |
Certior Financial Group, LLC
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | No |
| Since | 2023 |
Orchard Capital Management, LLC
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | No |
| Since | 2015 |
Stevard LLC
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | No |
| Since | 2016 |
Landaas & Company, LLC
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | No |
| Since | 2021 |
Isthmus Partners, LLC
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | No |
| Since | 2014 |
Lloyd Park, LLC
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | No |
| Since | 2014 |
Acorn Wealth Advisors, LLC
| Title | Cco |
| Ownership | Under 5% |
| Control person | No |
| Since | 2014 |
Focused Alpha, LLC
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | No |
| Since | 2020 |
Fusion Capital, LLC
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | No |
| Since | 2010 |
Vital Wealth Management, LLC
| Title | Cco |
| Ownership | Under 5% |
| Control person | No |
| Since | 2013 |
Intelligent Wealth Solutions LLC
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | No |
| Since | 2019 |
Walled Lake Planning & Wealth Management, LLC
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | No |
| Since | 2023 |
Pinnacle Financial Group LLC
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | No |
| Since | 2024 |
Midwest Professional Planners, Ltd.
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | No |
| Since | 2014 |
Titleist Asset Management, LLC
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | No |
| Since | 2023 |
Opal Capital LLC
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | No |
| Since | 2022 |
Abridge Partners, LLC
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | No |
| Since | 2013 |
Rothschild Wealth LLC
| Title | Cco |
| Ownership | Under 5% |
| Control person | No |
| Since | 2012 |
Shorebird Capital, LP
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | No |
| Since | 2023 |
Pactolus Private Wealth Management LLC
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | No |
| Since | 2010 |
Logiq Capital LLC
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | No |
| Since | 2025 |
Laureate Wealth Management, LLC
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | No |
| Since | 2014 |
Significance Capital Management LLC
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | No |
| Since | 2026 |
Rothschild Financial Partners, LLC
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | No |
| Since | 2026 |