| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Report Date |
|---|---|---|---|---|---|
| Andrew Jones | Chief Compliance Officer | Dec 4, 2025 | |||
| Jeffrey Leinan | Director | Dec 6, 2024 | |||
| Julia Portale | Director | Dec 6, 2024 | |||
| Pete M. Keaveney | Director | Dec 6, 2024 | |||
| Thomas Perugini | Principal Financial Officer | Dec 4, 2025 | |||
| Charles Failla | President, CEO and Sec, Director, 10%+ Owner | Jun 2, 2025 | |||
| Sovereign Financial Group, Inc. | Adviser | May 14, 2025 |
| Insider | Symbol | Class | Transaction | % | Value $ | * Price $ | Shares | Shares Owned | Date | Ownership |
|---|