| Name | Title | City, State | Date |
|---|---|---|---|
| Chris Hight | CCO, Chief Manager, & Secretary | Nashville, Tennessee | 10 Oct 2025 |
Kraft Asset Management has been acquired and as of 9/30/2025, has no securities to report.
| Name | Holdings Value | Location | File Number |
|---|---|---|---|
| BAKER TILLY WEALTH MANAGEMENT, LLC | $405,805,210 | Madison, WI | 028-20549 |