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OnePoint BFG UMA Strategies

DISCLOSURE INFORMATION

Baron Capital Management

Bell Haven Investments

Your One Community

Capital Group Companies

Clearbridge Investments

Epoch Investment Partners

Federated Hermes Inc.

Fred Alger Management

Global Macro Asset Strategy

Invesco

Kayne Anderson Rudnick (K.A.R.)

Lazard Asset Management

Leeward Investments

Managed Asset Portfolios (MAP)

MFS Institutional Advisors, Inc

Neuberger Berman Investments

Polen Capital Management

Royce Investment Partners

Target Income Strategy

Washington Crossing Advisors

Wellington Management

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