Who owns Morton Capital Management LLC/CA?

No ownership or control links for Morton Capital Management LLC/CA are resolved in the current sources yet — view the network graph to expand, or pull the cited JSON dossier.

What is Morton Capital Management LLC/CA's risk level?

Morton Capital Management LLC/CA has not yet been risk-scored — absence of a score means "not yet assessed", not "clean". Risk levels are heuristic investigative leads, not legal determinations of beneficial ownership.

Where does Morton Capital Management LLC/CA appear across sources?

Morton Capital Management LLC/CA is indexed in the WhiteIntel corporate-ownership graph (US), with a source on every claim.

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Dossier

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Morton Capital Management LLC/CA

Name: Morton Capital Management LLC/CA — ownership dossier
Creator: WhiteIntel
License: https://whiteintel.dev/terms
Keywords: corporate ownership, beneficial ownership, UBO, corporate intelligence, OSINT, corporate registry, Morton Capital Management LLC/CA, Company, US

Unscored

CompanyUS

View network JSON / MCPsample

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/01

At a glance

Dimensions on file

Assets: 119

/02

Key facts

Morton Capital Management LLC/CA is a Company registered in US resolved across 1 source in the WhiteIntel corporate-ownership graph.

/03

Ownership & control

No ownership or control links resolved yet

An absent link means “not yet observed in our current sources”, not that none exists — cross-source resolution is still growing.

Expand in graph

/04

Assets held

119 assetsPremium

119 linked assets — vessels, aircraft, property & securities with identifiers. Unlock the itemised list.

Unlock in the full dossier

/05

Directorship network

1000 other roles

Where this entity’s officers also hold (or held) positions — the wider network reached through shared people. Roles are registry records, not a claim of control.

ABBOTT LABORATORIES

GARDA CAPITAL PARTNERS LP13F holder
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
Freedom Investment Management, Inc.13F holder
Belmont Capital, LLC13F holder
Vinva Investment Management Ltd13F holder
Capstone Financial Advisors, Inc.13F holder
Estabrook Capital Management13F holder
ACADIAN ASSET MANAGEMENT LLC13F holder
HSBC HOLDINGS PLC13F holder
RNC CAPITAL MANAGEMENT LLC13F holder
WEST PACES ADVISORS INC.13F holder
Moss Adams Wealth Advisors LLC13F holder
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
Gladius Capital Management LP13F holder
VANGUARD GROUP INC13F holder
CoreFirst Bank & Trust13F holder

ABBVIE INC

TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
Freedom Investment Management, Inc.13F holder
Belmont Capital, LLC13F holder
Vinva Investment Management Ltd13F holder
Capstone Financial Advisors, Inc.13F holder
Estabrook Capital Management13F holder
ACADIAN ASSET MANAGEMENT LLC13F holder
HSBC HOLDINGS PLC13F holder
RNC CAPITAL MANAGEMENT LLC13F holder
WEST PACES ADVISORS INC.13F holder
Moss Adams Wealth Advisors LLC13F holder
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
Gladius Capital Management LP13F holder
VANGUARD GROUP INC13F holder
CoreFirst Bank & Trust13F holder

ALPHABET CLASS A

MAKENA CAPITAL MANAGEMENT LLC13F holder
Fosse Capital Partners LLP13F holder
GENEVA CAPITAL MANAGEMENT LLC13F holder
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
Freedom Investment Management, Inc.13F holder
Belmont Capital, LLC13F holder
Vinva Investment Management Ltd13F holder
Capstone Financial Advisors, Inc.13F holder
BRANDES INVESTMENT PARTNERS, LP13F holder
Estabrook Capital Management13F holder
ACADIAN ASSET MANAGEMENT LLC13F holder
HSBC HOLDINGS PLC13F holder
RNC CAPITAL MANAGEMENT LLC13F holder
MayTech Global Investments, LLC13F holder
WEST PACES ADVISORS INC.13F holder
Moss Adams Wealth Advisors LLC13F holder
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
CCM INVESTMENT ADVISERS LLC13F holder
VANGUARD GROUP INC13F holder
CoreFirst Bank & Trust13F holder

ALPHABET CLASS C

Marathon Trading Investment Management LLC13F holder
EPACRIA CAPITAL PARTNERS, LLC13F holder
Merlin Capital, Inc13F holder
BloombergSen Inc.13F holder
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
Freedom Investment Management, Inc.13F holder
Belmont Capital, LLC13F holder
Vinva Investment Management Ltd13F holder
Capstone Financial Advisors, Inc.13F holder
BRANDES INVESTMENT PARTNERS, LP13F holder
Estabrook Capital Management13F holder
ACADIAN ASSET MANAGEMENT LLC13F holder
HSBC HOLDINGS PLC13F holder
RNC CAPITAL MANAGEMENT LLC13F holder
MayTech Global Investments, LLC13F holder
WEST PACES ADVISORS INC.13F holder
Moss Adams Wealth Advisors LLC13F holder
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
Gladius Capital Management LP13F holder
AllSquare Wealth Management LLC13F holder
VANGUARD GROUP INC13F holder
CoreFirst Bank & Trust13F holder

AMAZON.COM INC

MAKENA CAPITAL MANAGEMENT LLC13F holder
Marathon Trading Investment Management LLC13F holder
Merlin Capital, Inc13F holder
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
Freedom Investment Management, Inc.13F holder
Belmont Capital, LLC13F holder
Vinva Investment Management Ltd13F holder
Capstone Financial Advisors, Inc.13F holder
Estabrook Capital Management13F holder
Regis Acquisition Inc.13F holder
ACADIAN ASSET MANAGEMENT LLC13F holder
HSBC HOLDINGS PLC13F holder
RNC CAPITAL MANAGEMENT LLC13F holder
MayTech Global Investments, LLC13F holder
WEST PACES ADVISORS INC.13F holder
Moss Adams Wealth Advisors LLC13F holder
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
Gladius Capital Management LP13F holder
CCM INVESTMENT ADVISERS LLC13F holder
VANGUARD GROUP INC13F holder
CoreFirst Bank & Trust13F holder

AMGEN INC

TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
Freedom Investment Management, Inc.13F holder
Belmont Capital, LLC13F holder
Vinva Investment Management Ltd13F holder
Capstone Financial Advisors, Inc.13F holder
Estabrook Capital Management13F holder
ACADIAN ASSET MANAGEMENT LLC13F holder
HSBC HOLDINGS PLC13F holder
RNC CAPITAL MANAGEMENT LLC13F holder
WEST PACES ADVISORS INC.13F holder
Moss Adams Wealth Advisors LLC13F holder
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
VANGUARD GROUP INC13F holder
AllSquare Wealth Management LLC13F holder
CoreFirst Bank & Trust13F holder

APPLE INC

GARDA CAPITAL PARTNERS LP13F holder
Marathon Trading Investment Management LLC13F holder
Merlin Capital, Inc13F holder
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
Freedom Investment Management, Inc.13F holder
Belmont Capital, LLC13F holder
Vinva Investment Management Ltd13F holder
Capstone Financial Advisors, Inc.13F holder
Estabrook Capital Management13F holder
Regis Acquisition Inc.13F holder
ACADIAN ASSET MANAGEMENT LLC13F holder
RETIREMENT CAPITAL STRATEGIES13F holder
HSBC HOLDINGS PLC13F holder
RNC CAPITAL MANAGEMENT LLC13F holder
MayTech Global Investments, LLC13F holder
WEST PACES ADVISORS INC.13F holder
Moss Adams Wealth Advisors LLC13F holder
Vawter Financial, Ltd.13F holder
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
Gladius Capital Management LP13F holder
CCM INVESTMENT ADVISERS LLC13F holder
VANGUARD GROUP INC13F holder
CoreFirst Bank & Trust13F holder

BANK OF AMERICA CORP

GARDA CAPITAL PARTNERS LP13F holder
Marathon Trading Investment Management LLC13F holder
EPACRIA CAPITAL PARTNERS, LLC13F holder
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
Freedom Investment Management, Inc.13F holder
Belmont Capital, LLC13F holder
Vinva Investment Management Ltd13F holder
BRANDES INVESTMENT PARTNERS, LP13F holder
Estabrook Capital Management13F holder
ACADIAN ASSET MANAGEMENT LLC13F holder
HSBC HOLDINGS PLC13F holder
RNC CAPITAL MANAGEMENT LLC13F holder
WEST PACES ADVISORS INC.13F holder
Moss Adams Wealth Advisors LLC13F holder
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
Gladius Capital Management LP13F holder
CCM INVESTMENT ADVISERS LLC13F holder
VANGUARD GROUP INC13F holder
CoreFirst Bank & Trust13F holder

BLACKSTONE INC COM

Belmont Capital, LLC13F holder
Vinva Investment Management Ltd13F holder
ACADIAN ASSET MANAGEMENT LLC13F holder
HSBC HOLDINGS PLC13F holder
WEST PACES ADVISORS INC.13F holder
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
VANGUARD GROUP INC13F holder

BOEING COMPANY

GARDA CAPITAL PARTNERS LP13F holder
Marathon Trading Investment Management LLC13F holder
Freedom Investment Management, Inc.13F holder
Belmont Capital, LLC13F holder
Capstone Financial Advisors, Inc.13F holder
Estabrook Capital Management13F holder
ACADIAN ASSET MANAGEMENT LLC13F holder
RNC CAPITAL MANAGEMENT LLC13F holder
WEST PACES ADVISORS INC.13F holder
Moss Adams Wealth Advisors LLC13F holder
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
Gladius Capital Management LP13F holder
VANGUARD GROUP INC13F holder
CoreFirst Bank & Trust13F holder

CHEVRON CORP

Marathon Trading Investment Management LLC13F holder
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
Freedom Investment Management, Inc.13F holder
Belmont Capital, LLC13F holder
Vinva Investment Management Ltd13F holder
Capstone Financial Advisors, Inc.13F holder
BRANDES INVESTMENT PARTNERS, LP13F holder
Estabrook Capital Management13F holder
Regis Acquisition Inc.13F holder
ACADIAN ASSET MANAGEMENT LLC13F holder
RNC CAPITAL MANAGEMENT LLC13F holder
WEST PACES ADVISORS INC.13F holder
Moss Adams Wealth Advisors LLC13F holder
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
Gladius Capital Management LP13F holder
CCM INVESTMENT ADVISERS LLC13F holder
VANGUARD GROUP INC13F holder

CISCO SYSTEMS INC

Merlin Capital, Inc13F holder
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
Freedom Investment Management, Inc.13F holder
Vinva Investment Management Ltd13F holder
Capstone Financial Advisors, Inc.13F holder
BRANDES INVESTMENT PARTNERS, LP13F holder
Estabrook Capital Management13F holder
ACADIAN ASSET MANAGEMENT LLC13F holder
RETIREMENT CAPITAL STRATEGIES13F holder
RNC CAPITAL MANAGEMENT LLC13F holder
WEST PACES ADVISORS INC.13F holder
Moss Adams Wealth Advisors LLC13F holder
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
Gladius Capital Management LP13F holder
VANGUARD GROUP INC13F holder

COSTCO WHOLESALE CORP

GENEVA CAPITAL MANAGEMENT LLC13F holder
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
Freedom Investment Management, Inc.13F holder
Belmont Capital, LLC13F holder
Vinva Investment Management Ltd13F holder
Capstone Financial Advisors, Inc.13F holder
Estabrook Capital Management13F holder
ACADIAN ASSET MANAGEMENT LLC13F holder
HSBC HOLDINGS PLC13F holder
RNC CAPITAL MANAGEMENT LLC13F holder
WEST PACES ADVISORS INC.13F holder
Moss Adams Wealth Advisors LLC13F holder
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
Gladius Capital Management LP13F holder
VANGUARD GROUP INC13F holder

COTERRA ENERGY INC

Freedom Investment Management, Inc.13F holder
Estabrook Capital Management13F holder
ACADIAN ASSET MANAGEMENT LLC13F holder
HSBC HOLDINGS PLC13F holder
RNC CAPITAL MANAGEMENT LLC13F holder
WEST PACES ADVISORS INC.13F holder
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
Gladius Capital Management LP13F holder
VANGUARD GROUP INC13F holder

Cue Health Inc

ACADIAN ASSET MANAGEMENT LLC13F holder
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
VANGUARD GROUP INC13F holder

DEERE & CO COM

Freedom Investment Management, Inc.13F holder
Belmont Capital, LLC13F holder
Vinva Investment Management Ltd13F holder
Estabrook Capital Management13F holder
ACADIAN ASSET MANAGEMENT LLC13F holder
WEST PACES ADVISORS INC.13F holder
Moss Adams Wealth Advisors LLC13F holder
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
VANGUARD GROUP INC13F holder

DIMENSIONAL ETF TRUST

Vawter Financial, Ltd.13F holder

DIMENSIONAL ETF TRUST

Capstone Financial Advisors, Inc.13F holder
Moss Adams Wealth Advisors LLC13F holder
Vawter Financial, Ltd.13F holder

DIMENSIONAL ETF TRUST

TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
Capstone Financial Advisors, Inc.13F holder
Regis Acquisition Inc.13F holder
VANGUARD GROUP INC13F holder

DIMENSIONAL ETF TRUST

Vawter Financial, Ltd.13F holder

DIMENSIONAL ETF TRUST

Capstone Financial Advisors, Inc.13F holder
VANGUARD GROUP INC13F holder

DISNEY WALT CO

Marathon Trading Investment Management LLC13F holder
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
Freedom Investment Management, Inc.13F holder
Vinva Investment Management Ltd13F holder
Capstone Financial Advisors, Inc.13F holder
Estabrook Capital Management13F holder
ACADIAN ASSET MANAGEMENT LLC13F holder
HSBC HOLDINGS PLC13F holder
RNC CAPITAL MANAGEMENT LLC13F holder
WEST PACES ADVISORS INC.13F holder
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
Gladius Capital Management LP13F holder
VANGUARD GROUP INC13F holder

LILLY ELI & COMPANY

TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
Freedom Investment Management, Inc.13F holder
Belmont Capital, LLC13F holder
Vinva Investment Management Ltd13F holder
Capstone Financial Advisors, Inc.13F holder
Estabrook Capital Management13F holder
ACADIAN ASSET MANAGEMENT LLC13F holder
HSBC HOLDINGS PLC13F holder
RNC CAPITAL MANAGEMENT LLC13F holder
WEST PACES ADVISORS INC.13F holder
Moss Adams Wealth Advisors LLC13F holder
Vawter Financial, Ltd.13F holder
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
Gladius Capital Management LP13F holder
VANGUARD GROUP INC13F holder
CoreFirst Bank & Trust13F holder

ENERGY TRANSFER L P COM UT LTD PTN

Marathon Trading Investment Management LLC13F holder
Capstone Financial Advisors, Inc.13F holder
Estabrook Capital Management13F holder
ACADIAN ASSET MANAGEMENT LLC13F holder
HSBC HOLDINGS PLC13F holder
WEST PACES ADVISORS INC.13F holder

ENTERPRISE PRODS PARTNERS L P COM

EPACRIA CAPITAL PARTNERS, LLC13F holder
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
Capstone Financial Advisors, Inc.13F holder
Estabrook Capital Management13F holder
ACADIAN ASSET MANAGEMENT LLC13F holder
HSBC HOLDINGS PLC13F holder
WEST PACES ADVISORS INC.13F holder

EXXON MOBIL CORP

Marathon Trading Investment Management LLC13F holder
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
Freedom Investment Management, Inc.13F holder
Belmont Capital, LLC13F holder
Vinva Investment Management Ltd13F holder
Capstone Financial Advisors, Inc.13F holder
Estabrook Capital Management13F holder
ACADIAN ASSET MANAGEMENT LLC13F holder
HSBC HOLDINGS PLC13F holder
RNC CAPITAL MANAGEMENT LLC13F holder
WEST PACES ADVISORS INC.13F holder
Moss Adams Wealth Advisors LLC13F holder
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
Gladius Capital Management LP13F holder
VANGUARD GROUP INC13F holder

GOLDMAN SACHS ETF TR

RETIREMENT CAPITAL STRATEGIES13F holder

Green Dot Corp-Class A

PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
VANGUARD GROUP INC13F holder

HENRY JACK & ASSOC INC COM

Freedom Investment Management, Inc.13F holder
WEST PACES ADVISORS INC.13F holder
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
VANGUARD GROUP INC13F holder

HOME DEPOT INC

Marathon Trading Investment Management LLC13F holder
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
Freedom Investment Management, Inc.13F holder
Belmont Capital, LLC13F holder
Vinva Investment Management Ltd13F holder
Capstone Financial Advisors, Inc.13F holder
Estabrook Capital Management13F holder
ACADIAN ASSET MANAGEMENT LLC13F holder
HSBC HOLDINGS PLC13F holder
RNC CAPITAL MANAGEMENT LLC13F holder
WEST PACES ADVISORS INC.13F holder
Moss Adams Wealth Advisors LLC13F holder
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
Gladius Capital Management LP13F holder
VANGUARD GROUP INC13F holder

HONEYWELL INTERNATIONAL INC

Merlin Capital, Inc13F holder
Freedom Investment Management, Inc.13F holder
Belmont Capital, LLC13F holder
Estabrook Capital Management13F holder
ACADIAN ASSET MANAGEMENT LLC13F holder
HSBC HOLDINGS PLC13F holder
RNC CAPITAL MANAGEMENT LLC13F holder
WEST PACES ADVISORS INC.13F holder
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
VANGUARD GROUP INC13F holder

INTERNATIONAL BUSINESS MACHINE

TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
Freedom Investment Management, Inc.13F holder
Capstone Financial Advisors, Inc.13F holder
Estabrook Capital Management13F holder
ACADIAN ASSET MANAGEMENT LLC13F holder
RNC CAPITAL MANAGEMENT LLC13F holder
WEST PACES ADVISORS INC.13F holder
Moss Adams Wealth Advisors LLC13F holder
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
VANGUARD GROUP INC13F holder

INVESCO S&P 500 EQUAL WEIGHT ETF

HSBC HOLDINGS PLC13F holder
WEST PACES ADVISORS INC.13F holder
Moss Adams Wealth Advisors LLC13F holder

Invitation Homes Inc

MAKENA CAPITAL MANAGEMENT LLC13F holder
Vinva Investment Management Ltd13F holder
HSBC HOLDINGS PLC13F holder
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
WEST PACES ADVISORS INC.13F holder
VANGUARD GROUP INC13F holder

ISHARES GOLD TRUST

TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
Freedom Investment Management, Inc.13F holder
WEST PACES ADVISORS INC.13F holder
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
Gladius Capital Management LP13F holder

ISHARES CORE MSCI EAFE ETF

Freedom Investment Management, Inc.13F holder
Regis Acquisition Inc.13F holder
ACADIAN ASSET MANAGEMENT LLC13F holder
HSBC HOLDINGS PLC13F holder
WEST PACES ADVISORS INC.13F holder
Moss Adams Wealth Advisors LLC13F holder
VANGUARD GROUP INC13F holder
CoreFirst Bank & Trust13F holder

ISHARES TR

TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
Freedom Investment Management, Inc.13F holder
Capstone Financial Advisors, Inc.13F holder
RETIREMENT CAPITAL STRATEGIES13F holder
HSBC HOLDINGS PLC13F holder
MayTech Global Investments, LLC13F holder
WEST PACES ADVISORS INC.13F holder
Moss Adams Wealth Advisors LLC13F holder
Vawter Financial, Ltd.13F holder
VANGUARD GROUP INC13F holder

ISHARES TR

TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
ACADIAN ASSET MANAGEMENT LLC13F holder
HSBC HOLDINGS PLC13F holder
WEST PACES ADVISORS INC.13F holder
Moss Adams Wealth Advisors LLC13F holder
Vawter Financial, Ltd.13F holder
Gladius Capital Management LP13F holder
VANGUARD GROUP INC13F holder

ISHARES RUSSELL 1000 ETF

Capstone Financial Advisors, Inc.13F holder
WEST PACES ADVISORS INC.13F holder
Moss Adams Wealth Advisors LLC13F holder
Vawter Financial, Ltd.13F holder
VANGUARD GROUP INC13F holder

ISHARES RUSSELL 1000 GROWTH ETF

Belmont Capital, LLC13F holder
Capstone Financial Advisors, Inc.13F holder
WEST PACES ADVISORS INC.13F holder
Moss Adams Wealth Advisors LLC13F holder
Vawter Financial, Ltd.13F holder
VANGUARD GROUP INC13F holder
CoreFirst Bank & Trust13F holder

ISHARES RUSSELL 1000 VALUE ETF

WEST PACES ADVISORS INC.13F holder
Moss Adams Wealth Advisors LLC13F holder
Vawter Financial, Ltd.13F holder
VANGUARD GROUP INC13F holder
CoreFirst Bank & Trust13F holder

ISHARES TR

TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
Moss Adams Wealth Advisors LLC13F holder
WEST PACES ADVISORS INC.13F holder
VANGUARD GROUP INC13F holder

JOHNSON & JOHNSON

GARDA CAPITAL PARTNERS LP13F holder
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
Freedom Investment Management, Inc.13F holder
Belmont Capital, LLC13F holder
Capstone Financial Advisors, Inc.13F holder
BRANDES INVESTMENT PARTNERS, LP13F holder
Estabrook Capital Management13F holder
ACADIAN ASSET MANAGEMENT LLC13F holder
HSBC HOLDINGS PLC13F holder
RNC CAPITAL MANAGEMENT LLC13F holder
WEST PACES ADVISORS INC.13F holder
Moss Adams Wealth Advisors LLC13F holder
Vawter Financial, Ltd.13F holder
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
Gladius Capital Management LP13F holder
VANGUARD GROUP INC13F holder
CoreFirst Bank & Trust13F holder

JPMORGAN CHASE & CO

Marathon Trading Investment Management LLC13F holder
EPACRIA CAPITAL PARTNERS, LLC13F holder
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
Freedom Investment Management, Inc.13F holder
Belmont Capital, LLC13F holder
Vinva Investment Management Ltd13F holder
Capstone Financial Advisors, Inc.13F holder
BRANDES INVESTMENT PARTNERS, LP13F holder
Estabrook Capital Management13F holder
ACADIAN ASSET MANAGEMENT LLC13F holder
HSBC HOLDINGS PLC13F holder
RNC CAPITAL MANAGEMENT LLC13F holder
WEST PACES ADVISORS INC.13F holder
Moss Adams Wealth Advisors LLC13F holder
Vawter Financial, Ltd.13F holder
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
Gladius Capital Management LP13F holder
VANGUARD GROUP INC13F holder
CoreFirst Bank & Trust13F holder

KINDER MORGAN INC DEL COM

Freedom Investment Management, Inc.13F holder
Estabrook Capital Management13F holder
ACADIAN ASSET MANAGEMENT LLC13F holder
HSBC HOLDINGS PLC13F holder
WEST PACES ADVISORS INC.13F holder
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
VANGUARD GROUP INC13F holder
CoreFirst Bank & Trust13F holder

LOWES COMPANIES INC

GARDA CAPITAL PARTNERS LP13F holder
GENEVA CAPITAL MANAGEMENT LLC13F holder
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
Belmont Capital, LLC13F holder
Vinva Investment Management Ltd13F holder
ACADIAN ASSET MANAGEMENT LLC13F holder
Estabrook Capital Management13F holder
HSBC HOLDINGS PLC13F holder
RNC CAPITAL MANAGEMENT LLC13F holder
WEST PACES ADVISORS INC.13F holder
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
Gladius Capital Management LP13F holder
VANGUARD GROUP INC13F holder
CoreFirst Bank & Trust13F holder

MASTERCARD INCORPORATED

Merlin Capital, Inc13F holder
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
Freedom Investment Management, Inc.13F holder
Vinva Investment Management Ltd13F holder
Capstone Financial Advisors, Inc.13F holder
Estabrook Capital Management13F holder
ACADIAN ASSET MANAGEMENT LLC13F holder
HSBC HOLDINGS PLC13F holder
MayTech Global Investments, LLC13F holder
WEST PACES ADVISORS INC.13F holder
Moss Adams Wealth Advisors LLC13F holder
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
Gladius Capital Management LP13F holder
VANGUARD GROUP INC13F holder
CoreFirst Bank & Trust13F holder

MERCK & COMPANY INC

TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
Freedom Investment Management, Inc.13F holder
Belmont Capital, LLC13F holder
Vinva Investment Management Ltd13F holder
Capstone Financial Advisors, Inc.13F holder
BRANDES INVESTMENT PARTNERS, LP13F holder
Estabrook Capital Management13F holder
ACADIAN ASSET MANAGEMENT LLC13F holder
HSBC HOLDINGS PLC13F holder
RNC CAPITAL MANAGEMENT LLC13F holder
WEST PACES ADVISORS INC.13F holder
Moss Adams Wealth Advisors LLC13F holder
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
Gladius Capital Management LP13F holder
VANGUARD GROUP INC13F holder
CoreFirst Bank & Trust13F holder

FACEBOOK INC-A

Merlin Capital, Inc13F holder
Marathon Trading Investment Management LLC13F holder
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
Freedom Investment Management, Inc.13F holder
Belmont Capital, LLC13F holder
Capstone Financial Advisors, Inc.13F holder
Estabrook Capital Management13F holder
Regis Acquisition Inc.13F holder
ACADIAN ASSET MANAGEMENT LLC13F holder
HSBC HOLDINGS PLC13F holder
RNC CAPITAL MANAGEMENT LLC13F holder
MayTech Global Investments, LLC13F holder
WEST PACES ADVISORS INC.13F holder
Moss Adams Wealth Advisors LLC13F holder
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
Gladius Capital Management LP13F holder
VANGUARD GROUP INC13F holder

MICROSOFT CORP

MAKENA CAPITAL MANAGEMENT LLC13F holder
Merlin Capital, Inc13F holder
Marathon Trading Investment Management LLC13F holder
GENEVA CAPITAL MANAGEMENT LLC13F holder
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
Freedom Investment Management, Inc.13F holder
Belmont Capital, LLC13F holder
Vinva Investment Management Ltd13F holder
Capstone Financial Advisors, Inc.13F holder
Estabrook Capital Management13F holder
ACADIAN ASSET MANAGEMENT LLC13F holder
RETIREMENT CAPITAL STRATEGIES13F holder
HSBC HOLDINGS PLC13F holder
RNC CAPITAL MANAGEMENT LLC13F holder
WEST PACES ADVISORS INC.13F holder
Moss Adams Wealth Advisors LLC13F holder
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
Gladius Capital Management LP13F holder
VANGUARD GROUP INC13F holder
CoreFirst Bank & Trust13F holder

MOVANO INC

VANGUARD GROUP INC13F holder

NEW GOLD INC CDA

NVIDIA CORP

Merlin Capital, Inc13F holder
Marathon Trading Investment Management LLC13F holder
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
Freedom Investment Management, Inc.13F holder
Belmont Capital, LLC13F holder
Vinva Investment Management Ltd13F holder
Capstone Financial Advisors, Inc.13F holder
Estabrook Capital Management13F holder
ACADIAN ASSET MANAGEMENT LLC13F holder
RETIREMENT CAPITAL STRATEGIES13F holder
HSBC HOLDINGS PLC13F holder
RNC CAPITAL MANAGEMENT LLC13F holder
MayTech Global Investments, LLC13F holder
WEST PACES ADVISORS INC.13F holder
Moss Adams Wealth Advisors LLC13F holder
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
Gladius Capital Management LP13F holder
VANGUARD GROUP INC13F holder
CoreFirst Bank & Trust13F holder

ONEOK INC NEW COM

TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
Estabrook Capital Management13F holder
HSBC HOLDINGS PLC13F holder
WEST PACES ADVISORS INC.13F holder
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
VANGUARD GROUP INC13F holder
CoreFirst Bank & Trust13F holder

ORACLE CORP

Marathon Trading Investment Management LLC13F holder
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
Freedom Investment Management, Inc.13F holder
Vinva Investment Management Ltd13F holder
Capstone Financial Advisors, Inc.13F holder
Estabrook Capital Management13F holder
ACADIAN ASSET MANAGEMENT LLC13F holder
RETIREMENT CAPITAL STRATEGIES13F holder
HSBC HOLDINGS PLC13F holder
RNC CAPITAL MANAGEMENT LLC13F holder
WEST PACES ADVISORS INC.13F holder
Moss Adams Wealth Advisors LLC13F holder
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
Gladius Capital Management LP13F holder
VANGUARD GROUP INC13F holder
AllSquare Wealth Management LLC13F holder
CoreFirst Bank & Trust13F holder

PFIZER INC

Marathon Trading Investment Management LLC13F holder
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
Freedom Investment Management, Inc.13F holder
Belmont Capital, LLC13F holder
Vinva Investment Management Ltd13F holder
Capstone Financial Advisors, Inc.13F holder
BRANDES INVESTMENT PARTNERS, LP13F holder
Estabrook Capital Management13F holder
ACADIAN ASSET MANAGEMENT LLC13F holder
HSBC HOLDINGS PLC13F holder
RNC CAPITAL MANAGEMENT LLC13F holder
WEST PACES ADVISORS INC.13F holder
Moss Adams Wealth Advisors LLC13F holder
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
Gladius Capital Management LP13F holder
VANGUARD GROUP INC13F holder
AllSquare Wealth Management LLC13F holder
CoreFirst Bank & Trust13F holder

PROCTER AND GAMBLE COMPANY

TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
Freedom Investment Management, Inc.13F holder
Belmont Capital, LLC13F holder
Vinva Investment Management Ltd13F holder
Capstone Financial Advisors, Inc.13F holder
Estabrook Capital Management13F holder
ACADIAN ASSET MANAGEMENT LLC13F holder
HSBC HOLDINGS PLC13F holder
RNC CAPITAL MANAGEMENT LLC13F holder
WEST PACES ADVISORS INC.13F holder
Moss Adams Wealth Advisors LLC13F holder
Vawter Financial, Ltd.13F holder
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
Gladius Capital Management LP13F holder
VANGUARD GROUP INC13F holder
CoreFirst Bank & Trust13F holder

RTX CORPORATION COM

TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
Freedom Investment Management, Inc.13F holder
Belmont Capital, LLC13F holder
Estabrook Capital Management13F holder
ACADIAN ASSET MANAGEMENT LLC13F holder
HSBC HOLDINGS PLC13F holder
RNC CAPITAL MANAGEMENT LLC13F holder
WEST PACES ADVISORS INC.13F holder
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
VANGUARD GROUP INC13F holder
AllSquare Wealth Management LLC13F holder

SCHWAB U.S. LARGE-CAP ETF

WEST PACES ADVISORS INC.13F holder
Moss Adams Wealth Advisors LLC13F holder

SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST

HSBC HOLDINGS PLC13F holder
WEST PACES ADVISORS INC.13F holder
Moss Adams Wealth Advisors LLC13F holder

SPDR GOLD SHARES

Marathon Trading Investment Management LLC13F holder
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
Freedom Investment Management, Inc.13F holder
Belmont Capital, LLC13F holder
Regis Acquisition Inc.13F holder
HSBC HOLDINGS PLC13F holder
WEST PACES ADVISORS INC.13F holder
Moss Adams Wealth Advisors LLC13F holder
Gladius Capital Management LP13F holder
VANGUARD GROUP INC13F holder

SPDR S&P 500 ETF TRUST

EPACRIA CAPITAL PARTNERS, LLC13F holder
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
Freedom Investment Management, Inc.13F holder
Belmont Capital, LLC13F holder
MINOT CAPITAL, LP13F holder
Capstone Financial Advisors, Inc.13F holder
Regis Acquisition Inc.13F holder
ACADIAN ASSET MANAGEMENT LLC13F holder
HSBC HOLDINGS PLC13F holder
WEST PACES ADVISORS INC.13F holder
Shaolin Capital Management LLC13F holder
Moss Adams Wealth Advisors LLC13F holder
Gladius Capital Management LP13F holder
VANGUARD GROUP INC13F holder

TESLA INC

GARDA CAPITAL PARTNERS LP13F holder
Marathon Trading Investment Management LLC13F holder
Merlin Capital, Inc13F holder
Freedom Investment Management, Inc.13F holder
Belmont Capital, LLC13F holder
Vinva Investment Management Ltd13F holder
Capstone Financial Advisors, Inc.13F holder
Estabrook Capital Management13F holder
ACADIAN ASSET MANAGEMENT LLC13F holder
RETIREMENT CAPITAL STRATEGIES13F holder
HSBC HOLDINGS PLC13F holder
RNC CAPITAL MANAGEMENT LLC13F holder
WEST PACES ADVISORS INC.13F holder
Moss Adams Wealth Advisors LLC13F holder
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
Gladius Capital Management LP13F holder
VANGUARD GROUP INC13F holder
CoreFirst Bank & Trust13F holder

TEXAS INSTRS INC COM

GARDA CAPITAL PARTNERS LP13F holder
Merlin Capital, Inc13F holder
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
Freedom Investment Management, Inc.13F holder
Belmont Capital, LLC13F holder
Vinva Investment Management Ltd13F holder
Capstone Financial Advisors, Inc.13F holder
Estabrook Capital Management13F holder
ACADIAN ASSET MANAGEMENT LLC13F holder
HSBC HOLDINGS PLC13F holder
WEST PACES ADVISORS INC.13F holder
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
Gladius Capital Management LP13F holder
VANGUARD GROUP INC13F holder
AllSquare Wealth Management LLC13F holder
CoreFirst Bank & Trust13F holder

THERMO FISHER SCIENTIFIC INC

GARDA CAPITAL PARTNERS LP13F holder
GENEVA CAPITAL MANAGEMENT LLC13F holder
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
Freedom Investment Management, Inc.13F holder
Vinva Investment Management Ltd13F holder
Estabrook Capital Management13F holder
ACADIAN ASSET MANAGEMENT LLC13F holder
HSBC HOLDINGS PLC13F holder
RNC CAPITAL MANAGEMENT LLC13F holder
WEST PACES ADVISORS INC.13F holder
Moss Adams Wealth Advisors LLC13F holder
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
Gladius Capital Management LP13F holder
VANGUARD GROUP INC13F holder
CoreFirst Bank & Trust13F holder

UNION PACIFIC CORPORATION

TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
Freedom Investment Management, Inc.13F holder
Belmont Capital, LLC13F holder
Vinva Investment Management Ltd13F holder
Estabrook Capital Management13F holder
ACADIAN ASSET MANAGEMENT LLC13F holder
HSBC HOLDINGS PLC13F holder
RNC CAPITAL MANAGEMENT LLC13F holder
WEST PACES ADVISORS INC.13F holder
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
VANGUARD GROUP INC13F holder
CoreFirst Bank & Trust13F holder

VANECK ETF TRUST

Marathon Trading Investment Management LLC13F holder
Freedom Investment Management, Inc.13F holder
Belmont Capital, LLC13F holder
HSBC HOLDINGS PLC13F holder

VANGUARD GROWTH ETF

TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
Freedom Investment Management, Inc.13F holder
OLIVER LAGORE VANVALIN INVESTMENT GROUP13F holder
WEST PACES ADVISORS INC.13F holder
Moss Adams Wealth Advisors LLC13F holder
Vawter Financial, Ltd.13F holder
VANGUARD GROUP INC13F holder
CoreFirst Bank & Trust13F holder

VANGUARD INDEX FDS

TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
RETIREMENT CAPITAL STRATEGIES13F holder
VANGUARD GROUP INC13F holder

VANGUARD INDEX FDS

TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
Moss Adams Wealth Advisors LLC13F holder
VANGUARD GROUP INC13F holder

VANGUARD S&P 500 ETF

Freedom Investment Management, Inc.13F holder
Capstone Financial Advisors, Inc.13F holder
RETIREMENT CAPITAL STRATEGIES13F holder
HSBC HOLDINGS PLC13F holder
WEST PACES ADVISORS INC.13F holder
Moss Adams Wealth Advisors LLC13F holder
VANGUARD GROUP INC13F holder

VANGUARD INDEX FDS

TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
BRANDES INVESTMENT PARTNERS, LP13F holder
HSBC HOLDINGS PLC13F holder
Moss Adams Wealth Advisors LLC13F holder
Vawter Financial, Ltd.13F holder
WEST PACES ADVISORS INC.13F holder
VANGUARD GROUP INC13F holder

VANGUARD TOTAL STOCK MARKET ETF

TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
Belmont Capital, LLC13F holder
Capstone Financial Advisors, Inc.13F holder
Regis Acquisition Inc.13F holder
RETIREMENT CAPITAL STRATEGIES13F holder
HSBC HOLDINGS PLC13F holder
WEST PACES ADVISORS INC.13F holder
Moss Adams Wealth Advisors LLC13F holder
Vawter Financial, Ltd.13F holder
VANGUARD GROUP INC13F holder
CoreFirst Bank & Trust13F holder

VANGUARD VALUE ETF

TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
RETIREMENT CAPITAL STRATEGIES13F holder
WEST PACES ADVISORS INC.13F holder
Moss Adams Wealth Advisors LLC13F holder
Vawter Financial, Ltd.13F holder
VANGUARD GROUP INC13F holder

VANGUARD FTSE EMERGING MARKETS ETF

TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
Freedom Investment Management, Inc.13F holder
Regis Acquisition Inc.13F holder
HSBC HOLDINGS PLC13F holder
WEST PACES ADVISORS INC.13F holder
Moss Adams Wealth Advisors LLC13F holder
AllSquare Wealth Management LLC13F holder
VANGUARD GROUP INC13F holder

VANGUARD DIVIDEND APPRECIATION ETF

TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
Capstone Financial Advisors, Inc.13F holder
WEST PACES ADVISORS INC.13F holder
Moss Adams Wealth Advisors LLC13F holder
VANGUARD GROUP INC13F holder
CoreFirst Bank & Trust13F holder

VANGUARD TOTAL INTERNATIONAL STOCK ETF

Capstone Financial Advisors, Inc.13F holder
WEST PACES ADVISORS INC.13F holder
VANGUARD GROUP INC13F holder
CoreFirst Bank & Trust13F holder

VANGUARD FTSE DEVELOPED MARKETS ETF

EPACRIA CAPITAL PARTNERS, LLC13F holder
Freedom Investment Management, Inc.13F holder
Capstone Financial Advisors, Inc.13F holder
Regis Acquisition Inc.13F holder
HSBC HOLDINGS PLC13F holder
WEST PACES ADVISORS INC.13F holder
VANGUARD GROUP INC13F holder
CoreFirst Bank & Trust13F holder

VANGUARD HIGH DIVIDEND YIELD INDEX ETF

VERIZON COMMUNICATIONS

TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
Freedom Investment Management, Inc.13F holder
Vinva Investment Management Ltd13F holder
Capstone Financial Advisors, Inc.13F holder
Estabrook Capital Management13F holder
ACADIAN ASSET MANAGEMENT LLC13F holder
HSBC HOLDINGS PLC13F holder
RNC CAPITAL MANAGEMENT LLC13F holder
WEST PACES ADVISORS INC.13F holder
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
VANGUARD GROUP INC13F holder
CoreFirst Bank & Trust13F holder

VISA INC - CL A

MAKENA CAPITAL MANAGEMENT LLC13F holder
Marathon Trading Investment Management LLC13F holder
Merlin Capital, Inc13F holder
GENEVA CAPITAL MANAGEMENT LLC13F holder
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
Freedom Investment Management, Inc.13F holder
Belmont Capital, LLC13F holder
Vinva Investment Management Ltd13F holder
Estabrook Capital Management13F holder
ACADIAN ASSET MANAGEMENT LLC13F holder
HSBC HOLDINGS PLC13F holder
RNC CAPITAL MANAGEMENT LLC13F holder
WEST PACES ADVISORS INC.13F holder
Moss Adams Wealth Advisors LLC13F holder
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
Gladius Capital Management LP13F holder
VANGUARD GROUP INC13F holder
CoreFirst Bank & Trust13F holder

WASTE MGMT INC DEL COM

TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
Estabrook Capital Management13F holder
ACADIAN ASSET MANAGEMENT LLC13F holder
HSBC HOLDINGS PLC13F holder
WEST PACES ADVISORS INC.13F holder
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
VANGUARD GROUP INC13F holder
CoreFirst Bank & Trust13F holder

WISDOMTREE TR

TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder

ISHARES MSCI EAFE ETF

TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
Freedom Investment Management, Inc.13F holder
Belmont Capital, LLC13F holder
MINOT CAPITAL, LP13F holder
ACADIAN ASSET MANAGEMENT LLC13F holder
HSBC HOLDINGS PLC13F holder
WEST PACES ADVISORS INC.13F holder
Moss Adams Wealth Advisors LLC13F holder
Vawter Financial, Ltd.13F holder
Gladius Capital Management LP13F holder
VANGUARD GROUP INC13F holder
CoreFirst Bank & Trust13F holder

NIKE INC - CL B

Merlin Capital, Inc13F holder
Marathon Trading Investment Management LLC13F holder
Freedom Investment Management, Inc.13F holder
Belmont Capital, LLC13F holder
Estabrook Capital Management13F holder
ACADIAN ASSET MANAGEMENT LLC13F holder
HSBC HOLDINGS PLC13F holder
RNC CAPITAL MANAGEMENT LLC13F holder
WEST PACES ADVISORS INC.13F holder
Moss Adams Wealth Advisors LLC13F holder
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
Gladius Capital Management LP13F holder
VANGUARD GROUP INC13F holder
CoreFirst Bank & Trust13F holder

ISHARES RUSSELL MIDCAP ETF

WEST PACES ADVISORS INC.13F holder
Moss Adams Wealth Advisors LLC13F holder
VANGUARD GROUP INC13F holder
CoreFirst Bank & Trust13F holder

QUALCOMM INC

Marathon Trading Investment Management LLC13F holder
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
Freedom Investment Management, Inc.13F holder
Belmont Capital, LLC13F holder
Vinva Investment Management Ltd13F holder
Capstone Financial Advisors, Inc.13F holder
Estabrook Capital Management13F holder
ACADIAN ASSET MANAGEMENT LLC13F holder
HSBC HOLDINGS PLC13F holder
RNC CAPITAL MANAGEMENT LLC13F holder
WEST PACES ADVISORS INC.13F holder
Moss Adams Wealth Advisors LLC13F holder
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
Gladius Capital Management LP13F holder
VANGUARD GROUP INC13F holder

VANGUARD SCOTTSDALE FDS

Capstone Financial Advisors, Inc.13F holder
RETIREMENT CAPITAL STRATEGIES13F holder
VANGUARD GROUP INC13F holder

ISHARES CORE S&P MID-CAP ETF

TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
Freedom Investment Management, Inc.13F holder
HSBC HOLDINGS PLC13F holder
WEST PACES ADVISORS INC.13F holder
Moss Adams Wealth Advisors LLC13F holder
Vawter Financial, Ltd.13F holder
VANGUARD GROUP INC13F holder
CoreFirst Bank & Trust13F holder

ALTRIA GROUP INC

GARDA CAPITAL PARTNERS LP13F holder
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
Belmont Capital, LLC13F holder
ACADIAN ASSET MANAGEMENT LLC13F holder
HSBC HOLDINGS PLC13F holder
RNC CAPITAL MANAGEMENT LLC13F holder
WEST PACES ADVISORS INC.13F holder
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
Gladius Capital Management LP13F holder
VANGUARD GROUP INC13F holder
CoreFirst Bank & Trust13F holder

ISHARES CORE MSCI EMERGING MARKETS ETF

Regis Acquisition Inc.13F holder
WEST PACES ADVISORS INC.13F holder
Moss Adams Wealth Advisors LLC13F holder
VANGUARD GROUP INC13F holder
CoreFirst Bank & Trust13F holder

MANNKIND CORP

VANGUARD GROUP INC13F holder

INTEL CORPORATION

Marathon Trading Investment Management LLC13F holder
Merlin Capital, Inc13F holder
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
Freedom Investment Management, Inc.13F holder
Vinva Investment Management Ltd13F holder
Capstone Financial Advisors, Inc.13F holder
Estabrook Capital Management13F holder
ACADIAN ASSET MANAGEMENT LLC13F holder
RETIREMENT CAPITAL STRATEGIES13F holder
RNC CAPITAL MANAGEMENT LLC13F holder
WEST PACES ADVISORS INC.13F holder
Moss Adams Wealth Advisors LLC13F holder
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
VANGUARD GROUP INC13F holder

J P MORGAN EXCHANGE TRADED F

TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
Capstone Financial Advisors, Inc.13F holder
Vawter Financial, Ltd.13F holder
WEST PACES ADVISORS INC.13F holder

Seritage Growth Prop- A

PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
VANGUARD GROUP INC13F holder

Broadmark Realty Capita

PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder

ISHARES SELECT DIVIDEND ETF

TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
WEST PACES ADVISORS INC.13F holder
Moss Adams Wealth Advisors LLC13F holder
VANGUARD GROUP INC13F holder

PAYPAL HLDGS INC

Marathon Trading Investment Management LLC13F holder
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
Vinva Investment Management Ltd13F holder
Estabrook Capital Management13F holder
ACADIAN ASSET MANAGEMENT LLC13F holder
HSBC HOLDINGS PLC13F holder
MayTech Global Investments, LLC13F holder
WEST PACES ADVISORS INC.13F holder
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
VANGUARD GROUP INC13F holder
CoreFirst Bank & Trust13F holder

PIMCO ACTIVE BOND ETF

Regis Acquisition Inc.13F holder

TARGET CORP

Freedom Investment Management, Inc.13F holder
Belmont Capital, LLC13F holder
Vinva Investment Management Ltd13F holder
Estabrook Capital Management13F holder
ACADIAN ASSET MANAGEMENT LLC13F holder
HSBC HOLDINGS PLC13F holder
RNC CAPITAL MANAGEMENT LLC13F holder
WEST PACES ADVISORS INC.13F holder
Moss Adams Wealth Advisors LLC13F holder
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
Gladius Capital Management LP13F holder
VANGUARD GROUP INC13F holder
AllSquare Wealth Management LLC13F holder
CoreFirst Bank & Trust13F holder

DIMENSIONAL ETF TRUST

Capstone Financial Advisors, Inc.13F holder
Vawter Financial, Ltd.13F holder

ILLUMINA INC COM

GARDA CAPITAL PARTNERS LP13F holder
Freedom Investment Management, Inc.13F holder
HSBC HOLDINGS PLC13F holder
WEST PACES ADVISORS INC.13F holder
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
VANGUARD GROUP INC13F holder

ISHARES TR

GENEVA CAPITAL MANAGEMENT LLC13F holder
Freedom Investment Management, Inc.13F holder
Moss Adams Wealth Advisors LLC13F holder
VANGUARD GROUP INC13F holder
CoreFirst Bank & Trust13F holder

ISHARES TR

Freedom Investment Management, Inc.13F holder
Moss Adams Wealth Advisors LLC13F holder
VANGUARD GROUP INC13F holder
CoreFirst Bank & Trust13F holder

NETAPP INC COM

Vinva Investment Management Ltd13F holder
ACADIAN ASSET MANAGEMENT LLC13F holder
HSBC HOLDINGS PLC13F holder
WEST PACES ADVISORS INC.13F holder
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
Gladius Capital Management LP13F holder
VANGUARD GROUP INC13F holder

SSGA ACTIVE ETF TR

Freedom Investment Management, Inc.13F holder

STARBUCKS CORP

GARDA CAPITAL PARTNERS LP13F holder
Marathon Trading Investment Management LLC13F holder
Freedom Investment Management, Inc.13F holder
Belmont Capital, LLC13F holder
Vinva Investment Management Ltd13F holder
Estabrook Capital Management13F holder
ACADIAN ASSET MANAGEMENT LLC13F holder
HSBC HOLDINGS PLC13F holder
RNC CAPITAL MANAGEMENT LLC13F holder
WEST PACES ADVISORS INC.13F holder
Moss Adams Wealth Advisors LLC13F holder
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
Gladius Capital Management LP13F holder
VANGUARD GROUP INC13F holder
CoreFirst Bank & Trust13F holder

Community intel

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Tips, corrections and leads contributed by the community on Morton Capital Management LLC/CA. These are unverified leads, not WhiteIntel findings — we surface them for investigators to chase, and analyse the corroborated ones into SnitchScore.

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