e Callaghan & Co 423293 Moderate 7/17/2017 South Street Advisors LLC 212002 Low 7/21/2017 Windsor Advisory Group LLC 409946 Low 11/7/2013 Kerr Financial Group 457420 Low None Seamans, Richard F. 384606 Low 7/28/2009 EFTA01399061 Wright Investors Service 458724 Low 12/22/2012 Chilton Trust Comp