2026-06-04T14:17:26-05:00 2025-12-31 994625061 CRI ADVISORS LLC 3011 ARMORY DRIVE SUITE 300 NASHVILLE TN 37204 990PF 2025-01-01 207496568 MBA WILSON TRUST JUSTIN P WILLIAM M & BLAIR J WILSON TR MBAW 6153832308 206 CRAIGHEAD AVE NASHVILLE TN 37205 JUSTIN P WILSON TRUSTEE 6153832308 2026-06-04 1 STEPHEN C PASSEN CPA JD LLM P00356247 6156651811 2026-06-04 2025 2025-03-06 01:10:19Z X 25469801 X X 563776 563776 548691 721166 548691 1112467 1112467 0 0 0 3000 1500 1500 9148 9148 0 10000 5000 5000 22148 15648 6500 1022908 1022908 1045056 15648 1029408 67411 1096819 -1 225147 465270 465270 9302905 9133849 24999049 10251 5482 5482 9538302 9604601 25469801 0 0 X 0 0 0 0 9538302 9604601 9538302 9604601 9538302 9604601 9538302 67411 4370 9610083 5482 9604601 PUBLICALY TRADED SECURITIES 720742 172475 548267 548267 CAPITAL GAINS DIVIDENDS P 424 424 424 548691 15246 0 15246 0 15246 9920 0 0 0 9920 0 5326 0 0 0 0 0 0 0 0 0 0 1 1 TN 1 0 0 0 0 1 N/A JUSTIN P WILSON 6153270566 206 CRAIGHEAD AVENUE NASHVILLE TN 37205 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JUSTIN P WILSON 206 CRAIGHEAD AVENUE NASHVILLE TN 37205 TRUSTEE 1.00 0 0 0 EDWARD C WILSON 104 WOODMONT BLVD STE 310 NASHVILLE TN 37205 TRUSTEE 1.00 0 0 0 BLAIR J WILSON 4343 GLEN EDEN DRIVE NASHVILLE TN 37205 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 0 22294698 879853 0 23174551 0 0 23174551 347618 22826933 1141347 1141347 15246 15246 1126101 0 1126101 0 1126101 1029408 0 1029408 1126101 1022908 0 0 1029408 1022908 0 0 6500 0 0 0 0 0 0 0 0 1119601 0 0 0 X MONTGOMERY BELL ACADEMY 4001 WEST END AVENUE NASHVILLE TN 37205 NONE PC GENERAL USE WITH SPECIAL ATTENTION TO LIBRARY 1022908 1022908 0 14 563776 18 548691 0 1112467 0 1112467 0 0 0 0 0 0 0 0 0 0 CARR RIGGS AND INGRAM 3000 1500 1500 ROBERT W. BAIRD SECURITIES 9133849 24999049 TAX REFUND RECEIVABLE 2022 2273 2273 2273 TAX REFUND RECEIVABLE 2023 2300 2300 2300 TAX REFUND RECEIVABLE 2024 5678 909 909 REFUND RECEIVABLE FROM FROM 2349 ADJUSTMENT 5482 ACCRUED TO CASH INCOME DIFFERENCES & BASIS ADJUSTMENTS 4370 FOREIGN TAX 3997 3997 0 FEDERAL TAX 5151 5151 0