| Owner | Title | From | %Ownership |
|---|---|---|---|
| Jentner, Bruce, Alan | President | 10/1984 | < 5% |
| Jentner, Seth, Michael | Vice President, Chief Operating Officer and Chief Compliance Officer, Trustee of the Seth M. Jentner Living Trust | 07/2018 | 25-50% |
| Bloom, Daniel, Joseph | Vice President, Chief Administrative Officer and Secretary, Trustee of the Daniel Bloom Family Trust | 07/2018 | 25-50% |
| Jentner, Matthew, Ryan | Vice President, Chief Financial Officer and Treasurer, Trustee of the Matthew R. Jentner Living Trust | 07/2018 | 25-50% |
| Jentner, Seth, Michael | Trustee | 11/2014 | |
| Bloom, Daniel, Joseph | Trustee | 12/2017 | |
| Jentner, Matthew, Ryan | Trustee | 07/2016 | |
| Daniel Bloom Family Trust | Owner | 12/2017 | 25-50% |
| the Matthew R. Jentner Living Trust | Owner | 07/2016 | 25-50% |
| the Seth M. Jentner Living Trust | Owner | 11/2014 | 25-50% |
