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Ownership & control
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Assets held
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People & control
99 parties · 0 currentEvery officer, person with significant control and cross-company role we hold, resolved into one entry per party. Roles are registry records, not a claim of control.
- 3M CO COMAlso holds roles at 17 other companies
- GARDA CAPITAL PARTNERS LP13F holder
- Belmont Capital, LLC13F holder
- Estabrook Capital Management13F holder
- ENERGY SELECT SECTOR SPDR FUNDAlso holds roles at 10 other companies
- Marathon Trading Investment Management LLC13F holder
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
- HEALTH CARE SELECT SECTOR SPDR FUNDAlso holds roles at 10 other companies
- Marathon Trading Investment Management LLC13F holder
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
- ISHARES CORE S&P SMALL CAP ETFAlso holds roles at 12 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Capstone Financial Advisors, Inc.13F holder
- ISHARES FLOATING RATE BOND ETFAlso holds roles at 6 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- HSBC HOLDINGS PLC13F holder
- WEST PACES ADVISORS INC.13F holder
- ISHARES RUSSELL 1000 GROWTH ETFAlso holds roles at 10 other companies
- Belmont Capital, LLC13F holder
- Capstone Financial Advisors, Inc.13F holder
- WEST PACES ADVISORS INC.13F holder
- ISHARES RUSSELL 1000 VALUE ETFAlso holds roles at 8 other companies
- WEST PACES ADVISORS INC.13F holder
- Moss Adams Wealth Advisors LLC13F holder
- Vawter Financial, Ltd.13F holder
- ISHARES RUSSELL 2000 ETFAlso holds roles at 9 other companies
- Marathon Trading Investment Management LLC13F holder
- Capstone Financial Advisors, Inc.13F holder
- WEST PACES ADVISORS INC.13F holder
- ISHARES S&P MID-CAP 400 GROWTH ETFAlso holds roles at 4 other companies
- WEST PACES ADVISORS INC.13F holder
- Moss Adams Wealth Advisors LLC13F holder
- VANGUARD GROUP INC13F holder
- ISHARES TRAlso holds roles at 8 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- HSBC HOLDINGS PLC13F holder
- VANGUARD GROUP INC13F holder
- ISHARES U.S. TREASURY BOND ETFAlso holds roles at 3 other companies
- WEST PACES ADVISORS INC.13F holder
- Moss Adams Wealth Advisors LLC13F holder
- Continuum Advisory, LLC13F holder
- J P MORGAN EXCHANGE TRADED FAlso holds roles at 7 other companies
- Continuum Advisory, LLC13F holder
- Belmont Capital, LLC13F holder
- Capstone Financial Advisors, Inc.13F holder
- JOHNSON & JOHNSONAlso holds roles at 26 other companies
- GARDA CAPITAL PARTNERS LP13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- JPMORGAN CHASE & COAlso holds roles at 26 other companies
- Marathon Trading Investment Management LLC13F holder
- EPACRIA CAPITAL PARTNERS, LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- JPMORGAN ULTRA-SHORT INCOME ETFAlso holds roles at 7 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- WEST PACES ADVISORS INC.13F holder
- Kbr IncAlso holds roles at 4 other companies
- HSBC HOLDINGS PLC13F holder
- PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
- VANGUARD GROUP INC13F holder
- KIMBERLY-CLARK CORP COMAlso holds roles at 16 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
- KINDER MORGAN INC DEL COMAlso holds roles at 11 other companies
- Freedom Investment Management, Inc.13F holder
- Estabrook Capital Management13F holder
- ACADIAN ASSET MANAGEMENT LLC13F holder
- KKR & CO INC COMAlso holds roles at 7 other companies
- Vinva Investment Management Ltd13F holder
- ACADIAN ASSET MANAGEMENT LLC13F holder
- HSBC HOLDINGS PLC13F holder
- KLA CORP COM NEWAlso holds roles at 14 other companies
- Freedom Investment Management, Inc.13F holder
- Vinva Investment Management Ltd13F holder
- Estabrook Capital Management13F holder
- KRAFT HEINZ CO COMAlso holds roles at 11 other companies
- Freedom Investment Management, Inc.13F holder
- Vinva Investment Management Ltd13F holder
- Estabrook Capital Management13F holder
- LAM RESEARCH CORP COMAlso holds roles at 13 other companies
- Merlin Capital, Inc13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- LEGGETT & PLATT INC COMAlso holds roles at 6 other companies
- HSBC HOLDINGS PLC13F holder
- WEST PACES ADVISORS INC.13F holder
- PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
- LILLY ELI & COMPANYAlso holds roles at 22 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
- LKQ CORP COMAlso holds roles at 7 other companies
- ACADIAN ASSET MANAGEMENT LLC13F holder
- HSBC HOLDINGS PLC13F holder
- WEST PACES ADVISORS INC.13F holder
- PUBLIC STORAGE COMAlso holds roles at 8 other companies
- Vinva Investment Management Ltd13F holder
- HSBC HOLDINGS PLC13F holder
- WEST PACES ADVISORS INC.13F holder
- QUALCOMM INCAlso holds roles at 21 other companies
- Marathon Trading Investment Management LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- QUANTA SVCS INC COMAlso holds roles at 9 other companies
- Merlin Capital, Inc13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- REALTY INCOME CORP COMAlso holds roles at 11 other companies
- GARDA CAPITAL PARTNERS LP13F holder
- Freedom Investment Management, Inc.13F holder
- Vinva Investment Management Ltd13F holder
- REGIONS FINANCIAL CORP NEW COMAlso holds roles at 6 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- HSBC HOLDINGS PLC13F holder
- WEST PACES ADVISORS INC.13F holder
- RENASANT CORP COMAlso holds roles at 4 other companies
- WEST PACES ADVISORS INC.13F holder
- PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
- VANGUARD GROUP INC13F holder
- RESTAURANT BRANDS INTL INCAlso holds roles at 2 other companies
- HSBC HOLDINGS PLC13F holder
- VANGUARD GROUP INC13F holder
- ROBERT HALF INC. COMAlso holds roles at 8 other companies
- ACADIAN ASSET MANAGEMENT LLC13F holder
- HSBC HOLDINGS PLC13F holder
- WEST PACES ADVISORS INC.13F holder
- ROPER TECHNOLOGIES INC COMAlso holds roles at 10 other companies
- GENEVA CAPITAL MANAGEMENT LLC13F holder
- Freedom Investment Management, Inc.13F holder
- ACADIAN ASSET MANAGEMENT LLC13F holder
- RTX CORPORATION COMAlso holds roles at 17 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
- S&P GLOBAL INC COMAlso holds roles at 14 other companies
- GARDA CAPITAL PARTNERS LP13F holder
- GENEVA CAPITAL MANAGEMENT LLC13F holder
- Freedom Investment Management, Inc.13F holder
- Sabra Health Care ReitAlso holds roles at 5 other companies
- Estabrook Capital Management13F holder
- HSBC HOLDINGS PLC13F holder
- PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
- SCHLUMBERGER LTD COM STKAlso holds roles at 12 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Vinva Investment Management Ltd13F holder
- Sei Investments CompanyAlso holds roles at 7 other companies
- ACADIAN ASSET MANAGEMENT LLC13F holder
- HSBC HOLDINGS PLC13F holder
- PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
- SHERWIN WILLIAMS CO COMAlso holds roles at 10 other companies
- Freedom Investment Management, Inc.13F holder
- Vinva Investment Management Ltd13F holder
- Estabrook Capital Management13F holder
- SILICON MOTION TECHNOLOGY COAlso holds roles at 1 other company
- ACADIAN ASSET MANAGEMENT LLC13F holder
- Simmons First Natl CorpAlso holds roles at 3 other companies
- PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
- VANGUARD GROUP INC13F holder
- TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY13F holder
- Simpson Manufacturing CAlso holds roles at 5 other companies
- ACADIAN ASSET MANAGEMENT LLC13F holder
- PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
- VANGUARD GROUP INC13F holder
- SKYWORKS SOLUTIONS INC COMAlso holds roles at 9 other companies
- GARDA CAPITAL PARTNERS LP13F holder
- Merlin Capital, Inc13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- SMUCKER J M CO COM NEWAlso holds roles at 8 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Vinva Investment Management Ltd13F holder
- Estabrook Capital Management13F holder
- SOUTHERN CO COMAlso holds roles at 12 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
- SOUTHWEST AIRLS CO COMAlso holds roles at 5 other companies
- HSBC HOLDINGS PLC13F holder
- WEST PACES ADVISORS INC.13F holder
- PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
- SPDR GOLD SHARESAlso holds roles at 13 other companies
- Marathon Trading Investment Management LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- SPDR S&P 500 ETF TRUSTAlso holds roles at 20 other companies
- EPACRIA CAPITAL PARTNERS, LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- SPDR S&P DIVIDEND ETFAlso holds roles at 7 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- HSBC HOLDINGS PLC13F holder
- SPDR S&P MIDCAP 400 ETF TRUSTAlso holds roles at 8 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Capstone Financial Advisors, Inc.13F holder
- RETIREMENT CAPITAL STRATEGIES13F holder
- STANLEY BLACK & DECKER INC COMAlso holds roles at 7 other companies
- Freedom Investment Management, Inc.13F holder
- Estabrook Capital Management13F holder
- HSBC HOLDINGS PLC13F holder
- STARBUCKS CORPAlso holds roles at 19 other companies
- GARDA CAPITAL PARTNERS LP13F holder
- Marathon Trading Investment Management LLC13F holder
- Freedom Investment Management, Inc.13F holder
- STRYKER CORPAlso holds roles at 18 other companies
- GARDA CAPITAL PARTNERS LP13F holder
- Freedom Investment Management, Inc.13F holder
- Vinva Investment Management Ltd13F holder
- SYNOPSYS INC COMAlso holds roles at 10 other companies
- Merlin Capital, Inc13F holder
- Freedom Investment Management, Inc.13F holder
- Vinva Investment Management Ltd13F holder
- SYSCO CORP COMAlso holds roles at 8 other companies
- Vinva Investment Management Ltd13F holder
- ACADIAN ASSET MANAGEMENT LLC13F holder
- HSBC HOLDINGS PLC13F holder
- TAIWAN SEMICONDUCTOR - SP ADRAlso holds roles at 14 other companies
- GARDA CAPITAL PARTNERS LP13F holder
- Merlin Capital, Inc13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- TESLA INCAlso holds roles at 24 other companies
- GARDA CAPITAL PARTNERS LP13F holder
- Marathon Trading Investment Management LLC13F holder
- Merlin Capital, Inc13F holder
- TEXAS INSTRS INC COMAlso holds roles at 21 other companies
- GARDA CAPITAL PARTNERS LP13F holder
- Merlin Capital, Inc13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- THERMO FISHER SCIENTIFIC INCAlso holds roles at 18 other companies
- GARDA CAPITAL PARTNERS LP13F holder
- GENEVA CAPITAL MANAGEMENT LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Thor Industries IncAlso holds roles at 6 other companies
- ACADIAN ASSET MANAGEMENT LLC13F holder
- HSBC HOLDINGS PLC13F holder
- PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
- TOTALENERGIES SEAlso holds roles at 8 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- BRANDES INVESTMENT PARTNERS, LP13F holder
- TRAVELERS COS INCAlso holds roles at 11 other companies
- Estabrook Capital Management13F holder
- ACADIAN ASSET MANAGEMENT LLC13F holder
- HSBC HOLDINGS PLC13F holder
- TRUIST FINL CORP COMAlso holds roles at 11 other companies
- Vinva Investment Management Ltd13F holder
- BRANDES INVESTMENT PARTNERS, LP13F holder
- Estabrook Capital Management13F holder
- TRUSTMARK CORP COMAlso holds roles at 5 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- WEST PACES ADVISORS INC.13F holder
- PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
- Tutor Perini CorpAlso holds roles at 5 other companies
- ACADIAN ASSET MANAGEMENT LLC13F holder
- HSBC HOLDINGS PLC13F holder
- PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
- TYSON FOODS INC - CL AAlso holds roles at 8 other companies
- Freedom Investment Management, Inc.13F holder
- ACADIAN ASSET MANAGEMENT LLC13F holder
- HSBC HOLDINGS PLC13F holder
- UBER TECHNOLOGIES INCAlso holds roles at 12 other companies
- MAKENA CAPITAL MANAGEMENT LLC13F holder
- BloombergSen Inc.13F holder
- Freedom Investment Management, Inc.13F holder
- Ufp Industries IncAlso holds roles at 4 other companies
- ACADIAN ASSET MANAGEMENT LLC13F holder
- PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
- VANGUARD GROUP INC13F holder
- ULTA SALON COSMETICS & FRAGRAlso holds roles at 9 other companies
- GENEVA CAPITAL MANAGEMENT LLC13F holder
- Freedom Investment Management, Inc.13F holder
- Vinva Investment Management Ltd13F holder
- UNILEVER PLC SPON ADR NEWAlso holds roles at 10 other companies
- Freedom Investment Management, Inc.13F holder
- Capstone Financial Advisors, Inc.13F holder
- BRANDES INVESTMENT PARTNERS, LP13F holder
- UNION PACIFIC CORPORATIONAlso holds roles at 17 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
- UNITED PARCEL SERVICE - CL BAlso holds roles at 13 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
- United Therapeutics CorAlso holds roles at 9 other companies
- Freedom Investment Management, Inc.13F holder
- Vinva Investment Management Ltd13F holder
- BRANDES INVESTMENT PARTNERS, LP13F holder
- UNITEDHEALTH GROUP INCAlso holds roles at 21 other companies
- MAKENA CAPITAL MANAGEMENT LLC13F holder
- Merlin Capital, Inc13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- UNUM GROUP COMAlso holds roles at 7 other companies
- Freedom Investment Management, Inc.13F holder
- ACADIAN ASSET MANAGEMENT LLC13F holder
- HSBC HOLDINGS PLC13F holder
- Vail Resorts IncAlso holds roles at 5 other companies
- HSBC HOLDINGS PLC13F holder
- PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
- VANGUARD GROUP INC13F holder
- VALERO ENERGY CORP COMAlso holds roles at 13 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
- VANGUARD CHARLOTTE FDSAlso holds roles at 9 other companies
- Freedom Investment Management, Inc.13F holder
- Capstone Financial Advisors, Inc.13F holder
- HSBC HOLDINGS PLC13F holder
- VANGUARD DIVIDEND APPRECIATION ETFAlso holds roles at 8 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Capstone Financial Advisors, Inc.13F holder
- WEST PACES ADVISORS INC.13F holder
- VANGUARD FTSE ALL-WORLD EX-US INDEX FUNDAlso holds roles at 8 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Belmont Capital, LLC13F holder
- Capstone Financial Advisors, Inc.13F holder
- VANGUARD FTSE DEVELOPED MARKETS ETFAlso holds roles at 10 other companies
- EPACRIA CAPITAL PARTNERS, LLC13F holder
- Freedom Investment Management, Inc.13F holder
- Capstone Financial Advisors, Inc.13F holder
- VANGUARD FTSE EMERGING MARKETS ETFAlso holds roles at 9 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Regis Acquisition Inc.13F holder
- VANGUARD HIGH DIVIDEND YIELD INDEX ETFAlso holds roles at 6 other companies
- WEST PACES ADVISORS INC.13F holder
- VANGUARD GROUP INC13F holder
- CoreFirst Bank & Trust13F holder
- VANGUARD INDEX FDSAlso holds roles at 10 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- BRANDES INVESTMENT PARTNERS, LP13F holder
- HSBC HOLDINGS PLC13F holder
- VANGUARD MUN BD FDSAlso holds roles at 5 other companies
- Capstone Financial Advisors, Inc.13F holder
- Regis Acquisition Inc.13F holder
- Vawter Financial, Ltd.13F holder
- VANGUARD S&P 500 ETFAlso holds roles at 9 other companies
- Freedom Investment Management, Inc.13F holder
- Capstone Financial Advisors, Inc.13F holder
- RETIREMENT CAPITAL STRATEGIES13F holder
- VANGUARD SCOTTSDALE FDSAlso holds roles at 10 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- MINOT CAPITAL, LP13F holder
- Moss Adams Wealth Advisors LLC13F holder
- VANGUARD SHORT-TERM CORPORATE BOND ETFAlso holds roles at 8 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- HSBC HOLDINGS PLC13F holder
- VANGUARD TOTAL BOND MARKET ETFAlso holds roles at 13 other companies
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
- Capstone Financial Advisors, Inc.13F holder
- VANGUARD VALUE ETFAlso holds roles at 8 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- RETIREMENT CAPITAL STRATEGIES13F holder
- WEST PACES ADVISORS INC.13F holder
- VANGUARD WHITEHALL FDSAlso holds roles at 3 other companies
- VANGUARD GROUP INC13F holder
- CoreFirst Bank & Trust13F holder
- WNY Asset Management, LLC13F holder
- VANGUARD WORLD FDAlso holds roles at 6 other companies
- Moss Adams Wealth Advisors LLC13F holder
- WNY Asset Management, LLC13F holder
- Continuum Advisory, LLC13F holder
- VANGUARD WORLD FDSAlso holds roles at 8 other companies
- Freedom Investment Management, Inc.13F holder
- Regis Acquisition Inc.13F holder
- Moss Adams Wealth Advisors LLC13F holder
99 parties · 0 current. Ceased and resigned records are retained as history.