EQUITABLE TRUST CO — 13F Holdings & Portfolio
CIK 33250 · latest 13F-HR filed 2026-10-13
EQUITABLE TRUST CO manages $2.38B in 13F-reported U.S. long-equity assets across 748 reported positions as of its 2026-09-30 13F-HR filing. Its largest disclosed positions are VOO (8.32%), IAU (4.75%), VTV (2.70%). Quarter over quarter (versus its 2026-06-30 filing) the fund opened 15 new positions and exited 23; 104 existing positions rose in reported value and 193 fell.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
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AUM
$2.38B
Long-equity book
Holdings
748
Distinct positions
Period
2026-09-30
Filed 2026-10-13
Q/Q Activity
+15 / −23 / ↑104 / ↓193
vs 2026-06-30
Portfolio charts
Latest quarter's book, what changed, and how the portfolio has evolved across filings.
Portfolio map
Q3 26VOO9.0% · -3%IAU5.3% · -3%GOOGL3.3% · -3%VTV3.0% · -0%HCA2.9% · +1%MSFT2.7% · -2%AAPL2.5% · -1%GOOG2.0% · -3%IXUS2.0% · -5%AMZN1.8% · -2%SHOP1.8% · -2%PRM1.7% · -5%XMHQ1.6% · 0%XLE1.5% · -4%NVDA1.4% · -0%QQQ1.4% · -1%ADI1.3% · -2%V1.1% · -2%EG1.0% · -3%RSP1.0% · +2%ASML1.0% · -9%SPY1.0% · +0%MA0.9% · -1%SE0.9% · -1%LH0.9% · -3%SCHD0.9% · -2%IGSB0.9% · +37%TSM0.8% · -10%JPM0.8% · 0%AVGO0.8% · -1%IJH0.7% · -4%FEGE0.7% · +6%BKR0.7% · +9%ACWI0.6% · -36%BAC0.6% · -1%DG0.6% · -12%MRVL0.6% · -2%KO0.6% · -1%AXP0.6% · -7%FAST0.6% · -1%LLY0.6% · -2%VYMI0.6% · +1%JNJ0.6% · -3%HPE0.6% · -9%XOM0.5% · -1%META0.5% · -9%CAT0.5% · -4%CRM0.5% · -3%AKRE0.5% · +4%IWF0.5% · -2%CPRT0.5% · +153%CRWD0.5% · +301%GS0.5% · -3%IJR0.4% · -5%HD0.4% · -0%SAP0.4% · -4%TSLA0.4% · +40%ABBV0.4% · +0%BWIN0.4% · 0%PICK0.4% · -18%
Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.
Sector mix
% of 13F valueSectors from each company's SIC code; funds and ETFs grouped separately.
Biggest buys and sells
Q2 26 → Q3 26Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.
13F assets and positions
4 quartersTotal reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.
Top positions over time
reported valueThe eight largest current positions, valued at each quarter end.
Concentration
top 10 = 34.6%Cumulative share of the portfolio held in the largest N positions.
Firm Profile & Key People
As of the firm’s regulatory filing dated Mar 27, 2026.
Assets Under Management
$167.15B
Discretionary
$167.15B
Employees
67
Accounts
113
Address
1345 AVENUE OF THE AMERICAS
NEW YORK, NY 10105
NEW YORK, NY 10105
Phone
(212) 314-5051
This firm reports 5 disclosure items on its registration.
| Name | Title / Status | Ownership | Type |
|---|---|---|---|
| Baehr, Jessica, Lynn Control | DIRECTOR AND PRESIDENT since Feb 2024 | Less than 5% | Individual |
| Daly, Shane Control | EXECUTIVE VICE PRESIDENT, GENERAL COUNSEL, AND SECRETARY since Mar 2023 | Less than 5% | Individual |
| EQUITABLE FINANCIAL LIFE INSURANCE COMPANY Control | MEMBER since Feb 2011 | 75% or more | Domestic Entity |
| HOUSTON, ANDREW, CHRISTOPHER Control | SENIOR VICE PRESIDENT AND CHIEF OPERATING OFFICER since Nov 2025 | Less than 5% | Individual |
| JOENK, STEVEN, MICHAEL Control | DIRECTOR, CHAIRMAN OF THE BOARD AND CHIEF EXECUTIVE OFFICER since Feb 2011 | Less than 5% | Individual |
| KOZLOWSKI, KENNETH, THOMAS Control | DIRECTOR, EXECUTIVE VICE PRESIDENT AND CHIEF INVESTMENT OFFICER since May 2017 | Less than 5% | Individual |
| PAOLO, JOSEPH, JOHN Control | SENIOR VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER since Feb 2011 | Less than 5% | Individual |
| WALSH, BRIAN, E (MI ONLY) Control | DIRECTOR AND SENIOR VICE PRESIDENT since Feb 2011 | Less than 5% | Individual |
| EQUITABLE FINANCIAL SERVICES, LLC Control Indirect owner via EQUITABLE FINANCIAL LIFE INSURANCE COMPANY | SHAREHOLDER since Jun 2002 | 75% or more | Domestic Entity |
| EQUITABLE HOLDINGS, INC. Control Indirect owner via EQUITABLE FINANCIAL SERVICES, LLC | SHAREHOLDER since Oct 2018 | 75% or more | Domestic Entity |
Ownership & leadership changes · 14 filings with changes since Feb 1, 2012
From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.
Mar 27, 2026 filing
- AddedHOUSTON, ANDREW, CHRISTOPHER · SENIOR VICE PRESIDENT AND CHIEF OPERATING OFFICER · Less than 5% · control person
- ChangedBaehr, Jessica, Lynn · title PRESIDENT AND CHIEF OPERATING OFFICER → DIRECTOR AND PRESIDENT
Mar 28, 2024 filing
- AddedBaehr, Jessica, Lynn · PRESIDENT AND CHIEF OPERATING OFFICER · Less than 5% · control person
Aug 14, 2023 filing
- No longer listedLopatin, MICHAL, Levy · DIRECTOR, PRESIDENT AND CHIEF OPERATING OFFICER · Less than 5% · control person · listed since Dec 2014
Mar 30, 2023 filing
- AddedDaly, Shane · EXECUTIVE VICE PRESIDENT, GENERAL COUNSEL, AND SECRETARY · Less than 5% · control person
Oct 21, 2022 filing
- No longer listedMACGREGOR, WILLIAM, T · EXECUTIVE VICE PRESIDENT, GENERAL COUNSEL AND SECRETARY · Less than 5% · control person · listed since Aug 2018
Mar 29, 2022 filing
- ChangedJOENK, STEVEN, MICHAEL · title DIRECTOR, CHAIRMAN OF THE BOARD, CHIEF EXECUTIVE OFFICER AND PRESIDENT → DIRECTOR, CHAIRMAN OF THE BOARD AND CHIEF EXECUTIVE OFFICER
- ChangedLopatin, MICHAL, Levy · title DIRECTOR, SENIOR VICE PRESIDENT AND CHIEF OPERATING OFFICER → DIRECTOR, PRESIDENT AND CHIEF OPERATING OFFICER
Jun 16, 2020 filing
- No longer listedAXA EQUITABLE FINANCIAL SERVICES, LLC · SHAREHOLDER · 75% or more · indirect via AXA EQUITABLE LIFE INSURANCE COMPANY · control person · listed since Jun 2002
- No longer listedAXA EQUITABLE LIFE INSURANCE COMPANY · MEMBER · 75% or more · control person · listed since Feb 2011
- No longer listedEQUITABLE HOLDINGS, INC. · SHAREHOLDER · 75% or more · indirect via AXA EQUITABLE FINANCIAL SERVICES, LLC · control person · listed since Oct 2018
- AddedEQUITABLE FINANCIAL LIFE INSURANCE COMPANY · MEMBER · 75% or more · control person
- AddedEQUITABLE FINANCIAL SERVICES, LLC · SHAREHOLDER · 75% or more · indirect via EQUITABLE FINANCIAL LIFE INSURANCE COMPANY · control person
- AddedEQUITABLE HOLDINGS, INC. · SHAREHOLDER · 75% or more · indirect via EQUITABLE FINANCIAL SERVICES, LLC · control person
Mar 27, 2020 filing
- No longer listedAXA EQUITABLE FINANCIAL SERVICES, INC · SHAREHOLDER · 75% or more · indirect via AXA EQUITABLE LIFE INSURANCE COMPANY · control person · listed since Jun 2002
- No longer listedAXA EQUITABLE HOLDINGS, INC. · SHAREHOLDER · 75% or more · indirect via AXA EQUITABLE FINANCIAL SERVICES, INC · control person · listed since Oct 2018
- AddedEQUITABLE HOLDINGS, INC. · SHAREHOLDER · 75% or more · indirect via AXA EQUITABLE FINANCIAL SERVICES, LLC · control person
- Listed againAXA EQUITABLE FINANCIAL SERVICES, LLC · SHAREHOLDER · 75% or more · indirect via AXA EQUITABLE LIFE INSURANCE COMPANY · control person
- ChangedJOENK, STEVEN, MICHAEL · title CHAIRMAN OF THE BOARD, CHIEF EXECUTIVE OFFICER AND PRESIDENT → DIRECTOR, CHAIRMAN OF THE BOARD, CHIEF EXECUTIVE OFFICER AND PRESIDENT
- ChangedKOZLOWSKI, KENNETH, THOMAS · title DIRECTOR → DIRECTOR, EXECUTIVE VICE PRESIDENT AND CHIEF INVESTMENT OFFICER
- ChangedLopatin, MICHAL, Levy · title DIRECTOR → DIRECTOR, SENIOR VICE PRESIDENT AND CHIEF OPERATING OFFICER
- ChangedWALSH, BRIAN, E (MI ONLY) · title DIRECTOR → DIRECTOR AND SENIOR VICE PRESIDENT
Nov 14, 2019 filing
- No longer listedAXA SA · SHAREHOLDER · 25–50% · indirect via AXA EQUITABLE HOLDINGS, INC. · control person · listed since Jan 2018
Mar 29, 2019 filing
- No longer listedAXA · SHAREHOLDER · 75% or more · indirect via OUDINOT PARTICIPATIONS · control person · listed since Nov 2004
- No longer listedAXA EQUITABLE FINANCIAL SERVICES, LLC · SHAREHOLDER · 75% or more · indirect via AXA EQUITABLE LIFE INSURANCE COMPANY · control person · listed since Jun 2002
- No longer listedAXA EQUITABLE HOLDINGS, INC. · SHAREHOLDER · 75% or more · indirect via OUDINOT PARTICIPATIONS · control person · listed since Nov 2004
- No longer listedAXA FINANCIAL, INC. · MEMBER · 75% or more · indirect via AXA EQUITABLE FINANCIAL SERVICES, LLC · control person · listed since Jun 2002
- No longer listedLOUIE, PATRICIA, (NMN) · EXECUTIVE VICE PRESIDENT AND GENERAL COUNSEL · Less than 5% · control person · listed since Jun 2012
- No longer listedOUDINOT PARTICIPATIONS · SHAREHOLDER · 75% or more · indirect via AXA AMERICA HOLDINGS INC. · control person · listed since Nov 2004
- AddedAXA EQUITABLE FINANCIAL SERVICES, INC · SHAREHOLDER · 75% or more · indirect via AXA EQUITABLE LIFE INSURANCE COMPANY · control person
- AddedAXA EQUITABLE HOLDINGS, INC. · SHAREHOLDER · 75% or more · indirect via AXA EQUITABLE FINANCIAL SERVICES, INC · control person
- AddedAXA SA · SHAREHOLDER · 25–50% · indirect via AXA EQUITABLE HOLDINGS, INC. · control person
- AddedMACGREGOR, WILLIAM, T · EXECUTIVE VICE PRESIDENT, GENERAL COUNSEL AND SECRETARY · Less than 5% · control person
- ChangedJOENK, STEVEN, MICHAEL · title CHIEF EXECUTIVE OFFICER AND PRESIDENT → CHAIRMAN OF THE BOARD, CHIEF EXECUTIVE OFFICER AND PRESIDENT
Older changes (5 more filings)
Mar 29, 2018 filing
- No longer listedAXA AMERICA HOLDINGS, INC. · SHAREHOLDER · 75% or more · indirect via AXA FINANCIAL, INC. · control person · listed since Nov 2004
- No longer listedCANTWELL, MARY, ELIZABETH · DIRECTOR · Less than 5% · control person · listed since Feb 2011
- AddedAXA EQUITABLE HOLDINGS, INC. · SHAREHOLDER · 75% or more · indirect via OUDINOT PARTICIPATIONS · control person
- AddedKOZLOWSKI, KENNETH, THOMAS · DIRECTOR · Less than 5% · control person
- ChangedJOENK, STEVEN, MICHAEL · title CHAIRMAN OF THE BOARD, CHIEF EXECUTIVE OFFICER AND PRESIDENT → CHIEF EXECUTIVE OFFICER AND PRESIDENT
Mar 31, 2015 filing
- AddedLopatin, MICHAL, Levy · DIRECTOR · Less than 5% · control person
Apr 1, 2013 filing
- No longer listedAXA FINANCIAL INC. · MEMBER · 75% or more · indirect via AXA FINANCIAL SERVICES LLC · control person · listed since Jun 2002
- AddedAXA · SHAREHOLDER · 75% or more · indirect via OUDINOT PARTICIPATIONS · control person
- AddedAXA AMERICA HOLDINGS, INC. · SHAREHOLDER · 75% or more · indirect via AXA FINANCIAL, INC. · control person
- AddedAXA FINANCIAL, INC. · MEMBER · 75% or more · indirect via AXA EQUITABLE FINANCIAL SERVICES, LLC · control person
- AddedOUDINOT PARTICIPATIONS · SHAREHOLDER · 75% or more · indirect via AXA AMERICA HOLDINGS INC. · control person
- ChangedLOUIE, PATRICIA, (NMN) · title SENIOR VICE PRESIDENT AND CORPORATE COUNSEL → EXECUTIVE VICE PRESIDENT AND GENERAL COUNSEL
Mar 29, 2012 filing
- No longer listedAXA EQUITABLE LIFE INSURANCE COMPANY · MEMBER · 75% or more · control person · listed since Feb 2011
- No longer listedFENICHEL, ALVIN, HENRY · SENIOR VICE PRESIDENT AND CHIEF ACCOUNTING OFFICER · Less than 5% · control person · listed since Feb 2011
- AddedAXA EQUITABLE LIFE INSURANCE COMPANY · MEMBER · 75% or more · control person
Feb 1, 2012 filing (earliest on record)
- ListedAXA EQUITABLE FINANCIAL SERVICES, LLC · SHAREHOLDER · 75% or more · indirect via AXA EQUITABLE LIFE INSURANCE COMPANY · control person
- ListedAXA EQUITABLE LIFE INSURANCE COMPANY · MEMBER · 75% or more · control person
- ListedAXA FINANCIAL INC. · MEMBER · 75% or more · indirect via AXA FINANCIAL SERVICES LLC · control person
- ListedCANTWELL, MARY, ELIZABETH · DIRECTOR · Less than 5% · control person
- ListedFENICHEL, ALVIN, HENRY · SENIOR VICE PRESIDENT AND CHIEF ACCOUNTING OFFICER · Less than 5% · control person
- ListedJOENK, STEVEN, MICHAEL · CHAIRMAN OF THE BOARD, CHIEF EXECUTIVE OFFICER AND PRESIDENT · Less than 5% · control person
- ListedLOUIE, PATRICIA, (NMN) · SENIOR VICE PRESIDENT AND CORPORATE COUNSEL · Less than 5% · control person
- ListedPAOLO, JOSEPH, JOHN · SENIOR VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER · Less than 5% · control person
- ListedWALSH, BRIAN, E (MI ONLY) · DIRECTOR · Less than 5% · control person
Quarter-over-quarter changes
Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.
Top Adds (vs prior quarter)
- Microsoft Corp$16.5M +34.9%
- Shopify Inc Cl A$8.9M +26.9%
- Apple Inc$7.4M +13.8%
- Copart Inc$6.7M +144.5%
- HCA Healthcare Inc$6.5M +10.5%
Top Trims
- Perimeter Solutions Inc-$16.7M -29.7%
- iShares MSCI ACWI ETF-$8.2M -35.0%
- Alphabet Inc Cl A-$5.7M -6.7%
- ASML Holding NV ADR-$5.1M -17.5%
- Caterpillar Inc-$4.4M -26.5%
New Positions
- ExxonMobil Holdings Corp$12.8M
- Badger Meter Inc$5.8M
- Atlassian Corp Cl A$1.7M
- Bladex Inc$1.1M
- iShares S&P National AMT-Free Muni Bond ETF$489.5K
Exited Positions
- Exxon Mobil Corp$10.9M
- Fidelity National Information Svs Inc$5.1M
- Arch Capital Group Ltd ADR$3.4M
- Teva Pharmaceutical Industries Ltd ADR$2.9M
- Yorkville America Investment Trust$516.7K
EQUITABLE TRUST CO Holdings (2026-09-30)
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | Vanguard S&P 500 ETF | VOO | 922908363 | $197.9M | 8.32% | 282,331 | SH |
| 2 | iShares Gold Trust ETF | IAU | 464285204 | $113.0M | 4.75% | 1,446,868 | SH |
| 3 | Vanguard Morningstar Value ETF | VTV | 922908744 | $64.2M | 2.70% | 297,104 | SH |
| 4 | Alphabet Inc Cl A | GOOGL | 02079K305 | $57.3M | 2.41% | 166,581 | SH |
| 5 | HCA Healthcare Inc | HCA | 40412C101 | $54.4M | 2.29% | 127,543 | SH |
| 6 | Apple Inc | AAPL | 037833100 | $50.1M | 2.11% | 150,561 | SH |
| 7 | Microsoft Corp | MSFT | 594918104 | $45.6M | 1.92% | 88,826 | SH |
| 8 | iShares Core MSCI Total International ETF | IXUS | 46432F834 | $43.4M | 1.82% | 456,500 | SH |
| 9 | Alphabet Inc Cl C | GOOG | 02079K107 | $37.4M | 1.57% | 109,701 | SH |
| 10 | Shopify Inc Cl A | SHOP | 82509L107 | $35.8M | 1.50% | 241,135 | SH |
| 11 | Invesco S&P MidCap Quality ETF | XMHQ | 46137V472 | $34.8M | 1.46% | 311,890 | SH |
| 12 | Perimeter Solutions Inc | PRM | 71385M107 | $32.3M | 1.36% | 1,227,630 | SH |
| 13 | Invesco QQQ Trust ETF | QQQ | 46090E103 | $32.1M | 1.35% | 43,452 | SH |
| 14 | Amazon.com Inc | AMZN | 023135106 | $30.8M | 1.29% | 123,545 | SH |
| 15 | State Street Energy Select Sector SPDR ETF | XLE | 81369Y506 | $29.5M | 1.24% | 479,235 | SH |
| 16 | NVIDIA Corp | NVDA | 67066G104 | $26.4M | 1.11% | 115,743 | SH |
| 17 | Invesco S&P 500 Equal Weight ETF | RSP | 46137V357 | $22.7M | 0.95% | 109,116 | SH |
| 18 | State Street SPDR S&P 500 ETF | SPY | 78462F103 | $22.6M | 0.95% | 29,621 | SH |
| 19 | Alphabet Inc Cl A | GOOGL | 02079K305 | $22.2M | 0.94% | 64,636 | SH |
| 20 | Analog Devices Inc | ADI | 032654105 | $20.3M | 0.85% | 51,171 | SH |
| 21 | iShares Short Term Bond ETF | IGSB | 464288646 | $19.9M | 0.84% | 388,295 | SH |
| 22 | Schwab US Dividend ETF | SCHD | 808524797 | $18.5M | 0.78% | 568,580 | SH |
| 23 | Microsoft Corp | MSFT | 594918104 | $18.4M | 0.77% | 35,788 | SH |
| 24 | Vanguard S&P 500 ETF | VOO | 922908363 | $15.7M | 0.66% | 22,417 | SH |
| 25 | Taiwan Semiconductor Mfg Co Ltd ADR | TSM | 874039100 | $15.6M | 0.65% | 34,093 | SH |
| 26 | iShares Core S&P Mid-Cap ETF | IJH | 464287507 | $15.1M | 0.64% | 210,502 | SH |
| 27 | First Eagle Global Equity ETF | FEGE | 75526L886 | $14.9M | 0.63% | 297,130 | SH |
| 28 | Visa Inc Cl A | V | 92826C839 | $14.4M | 0.61% | 40,172 | SH |
| 29 | HCA Healthcare Inc | HCA | 40412C101 | $14.3M | 0.60% | 33,481 | SH |
| 30 | JPMorgan Chase & Co | JPM | 46625H100 | $13.6M | 0.57% | 41,201 | SH |
| 31 | ASML Holding NV ADR | ASML | N07059210 | $13.4M | 0.56% | 7,412 | SH |
| 32 | Everest Group Ltd | EG | G3223R108 | $13.2M | 0.55% | 36,080 | SH |
| 33 | Bank of America Corp | BAC | 060505104 | $13.2M | 0.55% | 242,037 | SH |
| 34 | Vanguard Intl High Dividend Yield ETF | VYMI | 921946794 | $13.1M | 0.55% | 129,308 | SH |
| 35 | Coca-Cola Co | KO | 191216100 | $13.0M | 0.55% | 151,514 | SH |
| 36 | Mastercard Inc Cl A | MA | 57636Q104 | $13.0M | 0.55% | 23,526 | SH |
| 37 | iShares MSCI ACWI ETF | ACWI | 464288257 | $12.9M | 0.54% | 81,501 | SH |
| 38 | Sea Ltd SP ADR | SE | 81141R100 | $12.7M | 0.53% | 130,494 | SH |
| 39 | iShares Gold Trust ETF | IAU | 464285204 | $12.4M | 0.52% | 159,197 | SH |
| 40 | Labcorp Holdings Inc | LH | 504922105 | $12.4M | 0.52% | 40,188 | SH |
| 41 | Dollar General Corp | DG | 256677105 | $12.4M | 0.52% | 103,505 | SH |
| 42 | Amazon.com Inc | AMZN | 023135106 | $12.2M | 0.51% | 48,947 | SH |
| 43 | Visa Inc Cl A | V | 92826C839 | $12.2M | 0.51% | 33,824 | SH |
| 44 | Everest Group Ltd | EG | G3223R108 | $11.8M | 0.49% | 32,217 | SH |
| 45 | iShares Russell 1000 Growth ETF | IWF | 464287614 | $11.0M | 0.46% | 88,117 | SH |
| 46 | CrowdStrike Holdings Inc Cl A | CRWD | 22788C105 | $10.9M | 0.46% | 41,140 | SH |
| 47 | Broadcom Inc | AVGO | 11135F101 | $10.8M | 0.46% | 30,822 | SH |
| 48 | Johnson & Johnson | JNJ | 478160104 | $10.8M | 0.45% | 40,849 | SH |
| 49 | Alphabet Inc Cl C | GOOG | 02079K107 | $10.7M | 0.45% | 31,427 | SH |
| 50 | ASML Holding NV ADR | ASML | N07059210 | $10.6M | 0.45% | 5,861 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-09-30 | 2026-10-13 | $2.38B | 748 | 0000033250-26-000004 |
| 2026-06-30 | 2026-07-23 | $2.40B | 753 | 0000033250-26-000003 |
| 2026-03-31 | 2026-04-30 | $2.17B | 746 | 0000033250-26-000002 |
| 2025-12-31 | 2026-02-02 | $2.24B | 698 | 0000033250-26-000001 |
Filer Information
Address
4400 HARDING PIKE, SUITE 310NASHVILLE, TN 37205
Phone
(615) 460-9725
Filing Manager
EQUITABLE TRUST CO
NASHVILLE, TN
Signatory
Steve Plummer
Partner, Chief Innovation Officer