| Shareholder | |||||
|---|---|---|---|---|---|
Corient IA LP | 24.72% | 10.69M | -- | +10.69M | |
Michael DinsdaleCEO & Interested Director | 2.91% | 1.26M | -- | +15.67K | |
Benjamin BlackFounder, Chief Investment Officer & Interested Director | 2.77% | 1.20M | -- | -13.10M | |
Peter Smith | 1.83% | 790.61K | -- | +0 | |
Cyndeo Wealth Partners, LLC | 0.59% | 254.94K | -- | +254.94K | |
Angela StanleyCOO & Secretary | 0.50% | 217.56K | -- | +99.29K | |
Nicholas EarlIndependent Director | 0.30% | 129.31K | -- | +129.31K | |
Angela Stanley | 0.23% | 99.29K | -- | +0 | |
Vivian ChowIndependent Chair of the Board | 0.12% | 52.38K | -- | -576.12K | |
AWM Capital, LLC | 0.11% | 49.72K | -- | +49.72K | |
Freestone Capital Management, LLC | 0.11% | 49.17K | -- | +49.17K | |
Levin Capital Strategies, L.P. | 0.11% | 45.47K | -- | +45.47K | |
Tiedemann Advisors, LLC | 0.07% | 32.33K | -- | +32.33K | |
Parallel Advisors, LLC | 0.07% | 31.10K | -- | +31.10K | |
HighTower Advisors, LLC | 0.07% | 29.38K | -- | +29.38K | |
Lars LeckieIndependent Director | 0.07% | 29.31K | -- | +29.31K | |
The PNC Financial Services Group, Inc. | <0.01% | 3.57K | -- | +3.57K |
