| Name | Title | City, State | Date |
|---|---|---|---|
| Lisa Sponcil | Chief Compliance Officer | Phoenix, Arizona | 26 Oct 2021 |
| Name | Holdings Value | Location | File Number |
|---|---|---|---|
| Autus Asset Management, LLC | $555,836,917 | Scottsdale, AZ | 028-14436 |
| AssetMark Financial, Inc. | Phoenix, AZ | 028-15637 | |
| One Capital Management, LLC | $3,311,588,001 | Westlake Village, CA | 028-16178 |