Round Rock Advisors, LLC
Round Rock Advisors, LLC — US company (sec:0001846991). 141 linked assets. Cited to 1 registry.
Ownership & control
No ownership or control links resolved yet
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Assets held
141 linked assets — vessels, aircraft, property & securities with identifiers. Unlock the itemised list.
People & control
91 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 15 other companies
- GARDA CAPITAL PARTNERS LP13F holder
- Belmont Capital, LLC13F holder
- Estabrook Capital Management13F holder
- AGNICO EAGLE MINES LTDAlso holds roles at 3 other companies
- ACADIAN ASSET MANAGEMENT LLC13F holder
- HSBC HOLDINGS PLC13F holder
- VANGUARD GROUP INC13F holder
- ALPHABET CLASS AAlso holds roles at 25 other companies
- MAKENA CAPITAL MANAGEMENT LLC13F holder
- Fosse Capital Partners LLP13F holder
- GENEVA CAPITAL MANAGEMENT LLC13F holder
- ALPHABET CLASS CAlso holds roles at 27 other companies
- Marathon Trading Investment Management LLC13F holder
- EPACRIA CAPITAL PARTNERS, LLC13F holder
- Merlin Capital, Inc13F holder
- AMAZON.COM INCAlso holds roles at 26 other companies
- MAKENA CAPITAL MANAGEMENT LLC13F holder
- Marathon Trading Investment Management LLC13F holder
- Merlin Capital, Inc13F holder
- AMPHENOL CORP NEW CL AAlso holds roles at 8 other companies
- GENEVA CAPITAL MANAGEMENT LLC13F holder
- Vinva Investment Management Ltd13F holder
- ACADIAN ASSET MANAGEMENT LLC13F holder
- APPLE INCAlso holds roles at 29 other companies
- GARDA CAPITAL PARTNERS LP13F holder
- Marathon Trading Investment Management LLC13F holder
- Merlin Capital, Inc13F holder
- ARISTA NETWORKS INCAlso holds roles at 11 other companies
- Freedom Investment Management, Inc.13F holder
- Vinva Investment Management Ltd13F holder
- ACADIAN ASSET MANAGEMENT LLC13F holder
- AT&T INCAlso holds roles at 15 other companies
- Marathon Trading Investment Management LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Capstone Financial Advisors, Inc.13F holder
- BANK NEW YORK MELLON CORP COMAlso holds roles at 10 other companies
- EPACRIA CAPITAL PARTNERS, LLC13F holder
- Vinva Investment Management Ltd13F holder
- BRANDES INVESTMENT PARTNERS, LP13F holder
- BERKSHIRE HATHAWAY INC - CL BAlso holds roles at 24 other companies
- EPACRIA CAPITAL PARTNERS, LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- BLACKROCK ULTRA SHORT-TERM BOND ETFAlso holds roles at 4 other companies
- Capstone Financial Advisors, Inc.13F holder
- RETIREMENT CAPITAL STRATEGIES13F holder
- WEST PACES ADVISORS INC.13F holder
- BLACKSTONE INC COMAlso holds roles at 8 other companies
- Belmont Capital, LLC13F holder
- Vinva Investment Management Ltd13F holder
- ACADIAN ASSET MANAGEMENT LLC13F holder
- CHEVRON CORPAlso holds roles at 24 other companies
- Marathon Trading Investment Management LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- COCA COLA COAlso holds roles at 21 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
- COHEN & STEERS REIT & PFD & IN COMAlso holds roles at 1 other company
- WEST PACES ADVISORS INC.13F holder
- CROWN CASTLE INTL CORPAlso holds roles at 8 other companies
- Freedom Investment Management, Inc.13F holder
- Vinva Investment Management Ltd13F holder
- ACADIAN ASSET MANAGEMENT LLC13F holder
- DEERE & CO COMAlso holds roles at 13 other companies
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
- Vinva Investment Management Ltd13F holder
- Eaton Vance Enhanced Equity Income IIAlso holds roles at 1 other company
- CoreFirst Bank & Trust13F holder
- ENTERPRISE PRODS PARTNERS L P COMAlso holds roles at 10 other companies
- EPACRIA CAPITAL PARTNERS, LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Capstone Financial Advisors, Inc.13F holder
- EXXON MOBIL CORPAlso holds roles at 21 other companies
- Marathon Trading Investment Management LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- FACEBOOK INC-AAlso holds roles at 22 other companies
- Merlin Capital, Inc13F holder
- Marathon Trading Investment Management LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- FIDELITY NASDAQ COMPOSITE INDEX ETFAlso holds roles at 1 other company
- WEST PACES ADVISORS INC.13F holder
- FIDELITY TOTAL BOND ETFAlso holds roles at 1 other company
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- FINANCIAL SELECT SECTOR SPDR FUNDAlso holds roles at 10 other companies
- GARDA CAPITAL PARTNERS LP13F holder
- Marathon Trading Investment Management LLC13F holder
- Freedom Investment Management, Inc.13F holder
- HEALTH CARE SELECT SECTOR SPDR FUNDAlso holds roles at 9 other companies
- Marathon Trading Investment Management LLC13F holder
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
- HOME DEPOT INCAlso holds roles at 20 other companies
- Marathon Trading Investment Management LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- INTERNATIONAL BUSINESS MACHINEAlso holds roles at 16 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Capstone Financial Advisors, Inc.13F holder
- INVESCO EXCH TRADED FD TR IIAlso holds roles at 3 other companies
- Freedom Investment Management, Inc.13F holder
- Moss Adams Wealth Advisors LLC13F holder
- WEST PACES ADVISORS INC.13F holder
- INVESCO QQQ TRAlso holds roles at 10 other companies
- Marathon Trading Investment Management LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Capstone Financial Advisors, Inc.13F holder
- INVESCO S&P 500 EQUAL WEIGHT ETFAlso holds roles at 4 other companies
- HSBC HOLDINGS PLC13F holder
- WEST PACES ADVISORS INC.13F holder
- Moss Adams Wealth Advisors LLC13F holder
- ISHARES 1-3 YEAR TREASURY BOND ETFAlso holds roles at 5 other companies
- Freedom Investment Management, Inc.13F holder
- RETIREMENT CAPITAL STRATEGIES13F holder
- HSBC HOLDINGS PLC13F holder
- ISHARES CORE DIVIDEND GROWTH ETFAlso holds roles at 3 other companies
- Freedom Investment Management, Inc.13F holder
- WEST PACES ADVISORS INC.13F holder
- VANGUARD GROUP INC13F holder
- ISHARES CORE MSCI EAFE ETFAlso holds roles at 9 other companies
- Freedom Investment Management, Inc.13F holder
- Regis Acquisition Inc.13F holder
- ACADIAN ASSET MANAGEMENT LLC13F holder
- ISHARES CORE S&P MID-CAP ETFAlso holds roles at 10 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- HSBC HOLDINGS PLC13F holder
- ISHARES CORE S&P SMALL CAP ETFAlso holds roles at 11 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Capstone Financial Advisors, Inc.13F holder
- ISHARES RUSSELL 1000 GROWTH ETFAlso holds roles at 8 other companies
- Belmont Capital, LLC13F holder
- Capstone Financial Advisors, Inc.13F holder
- WEST PACES ADVISORS INC.13F holder
- ISHARES RUSSELL 2000 ETFAlso holds roles at 8 other companies
- Marathon Trading Investment Management LLC13F holder
- Capstone Financial Advisors, Inc.13F holder
- WEST PACES ADVISORS INC.13F holder
- ISHARES RUSSELL TOP 200 GROWTH ETFAlso holds roles at 1 other company
- WEST PACES ADVISORS INC.13F holder
- ISHARES SELECT DIVIDEND ETFAlso holds roles at 5 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- WEST PACES ADVISORS INC.13F holder
- Moss Adams Wealth Advisors LLC13F holder
- ISHARES TRAlso holds roles at 16 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Moss Adams Wealth Advisors LLC13F holder
- VANGUARD GROUP INC13F holder
- ISHARES U.S. HEALTHCARE ETFAlso holds roles at 2 other companies
- WEST PACES ADVISORS INC.13F holder
- Slocum, Gordon & Co LLP13F holder
- Itt IncAlso holds roles at 3 other companies
- HSBC HOLDINGS PLC13F holder
- PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
- VANGUARD GROUP INC13F holder
- J P MORGAN EXCHANGE TRADED FAlso holds roles at 6 other companies
- Belmont Capital, LLC13F holder
- Capstone Financial Advisors, Inc.13F holder
- Moss Adams Wealth Advisors LLC13F holder
- JOHNSON & JOHNSONAlso holds roles at 23 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 24 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 6 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- WEST PACES ADVISORS INC.13F holder
- MARRIOTT INTL INC NEW CL AAlso holds roles at 9 other companies
- Merlin Capital, Inc13F holder
- Freedom Investment Management, Inc.13F holder
- Vinva Investment Management Ltd13F holder
- MERCK & COMPANY INCAlso holds roles at 21 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
- MICRON TECHNOLOGY INC COMAlso holds roles at 15 other companies
- Merlin Capital, Inc13F holder
- Marathon Trading Investment Management LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- MICROSOFT CORPAlso holds roles at 26 other companies
- MAKENA CAPITAL MANAGEMENT LLC13F holder
- Merlin Capital, Inc13F holder
- Marathon Trading Investment Management LLC13F holder
- NETFLIX INC COMAlso holds roles at 14 other companies
- Marathon Trading Investment Management LLC13F holder
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
- NOVARTIS AG - ADRAlso holds roles at 8 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
- NVIDIA CORPAlso holds roles at 23 other companies
- Merlin Capital, Inc13F holder
- Marathon Trading Investment Management LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- ORACLE CORPAlso holds roles at 18 other companies
- Marathon Trading Investment Management LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- PALO ALTO NETWORKS INCAlso holds roles at 11 other companies
- Marathon Trading Investment Management LLC13F holder
- Freedom Investment Management, Inc.13F holder
- Vinva Investment Management Ltd13F holder
- PARAMOUNT GLOBAL CLASS B COMAlso holds roles at 7 other companies
- Marathon Trading Investment Management LLC13F holder
- HSBC HOLDINGS PLC13F holder
- WEST PACES ADVISORS INC.13F holder
- PEPSICO INCORPORATEDAlso holds roles at 20 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
- PFIZER INCAlso holds roles at 22 other companies
- Marathon Trading Investment Management LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- PIMCO ETF TRAlso holds roles at 2 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- PROCTER AND GAMBLE COMPANYAlso holds roles at 21 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
- REGENERON PHARMACEUTICALS COMAlso holds roles at 10 other companies
- Freedom Investment Management, Inc.13F holder
- Vinva Investment Management Ltd13F holder
- Estabrook Capital Management13F holder
- RTX CORPORATION COMAlso holds roles at 15 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
- SCHWAB STRATEGIC TRAlso holds roles at 6 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Capstone Financial Advisors, Inc.13F holder
- Moss Adams Wealth Advisors LLC13F holder
- SELECT SECTOR SPDR TRAlso holds roles at 8 other companies
- Marathon Trading Investment Management LLC13F holder
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
- SOUTHERN CO COMAlso holds roles at 11 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
- SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUSTAlso holds roles at 6 other companies
- HSBC HOLDINGS PLC13F holder
- WEST PACES ADVISORS INC.13F holder
- Moss Adams Wealth Advisors LLC13F holder
- SPDR S&P 500 ETF TRUSTAlso holds roles at 18 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 6 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
- SPDR S&P REGIONAL BANKING ETFAlso holds roles at 4 other companies
- Marathon Trading Investment Management LLC13F holder
- HSBC HOLDINGS PLC13F holder
- WEST PACES ADVISORS INC.13F holder
- TECHNOLOGY SELECT SECTOR SPDR FUNDAlso holds roles at 9 other companies
- Marathon Trading Investment Management LLC13F holder
- Freedom Investment Management, Inc.13F holder
- Estabrook Capital Management13F holder
- TESLA INCAlso holds roles at 21 other companies
- GARDA CAPITAL PARTNERS LP13F holder
- Marathon Trading Investment Management LLC13F holder
- Merlin Capital, Inc13F holder
- THERMO FISHER SCIENTIFIC INCAlso holds roles at 17 other companies
- GARDA CAPITAL PARTNERS LP13F holder
- GENEVA CAPITAL MANAGEMENT LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- VANGUARD DIVIDEND APPRECIATION ETFAlso holds roles at 7 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Capstone Financial Advisors, Inc.13F holder
- WEST PACES ADVISORS INC.13F holder
- VANGUARD ESG INTERNATIONAL STOCK ETFAlso holds roles at 2 other companies
- WEST PACES ADVISORS INC.13F holder
- VANGUARD GROUP INC13F holder
- VANGUARD FTSE DEVELOPED MARKETS ETFAlso holds roles at 9 other companies
- EPACRIA CAPITAL PARTNERS, LLC13F holder
- Freedom Investment Management, Inc.13F holder
- Capstone Financial Advisors, Inc.13F holder
- VANGUARD HEALTH CARE ETFAlso holds roles at 3 other companies
- WEST PACES ADVISORS INC.13F holder
- VANGUARD GROUP INC13F holder
- WNY Asset Management, LLC13F holder
- VANGUARD HIGH DIVIDEND YIELD INDEX ETFAlso holds roles at 5 other companies
- WEST PACES ADVISORS INC.13F holder
- VANGUARD GROUP INC13F holder
- CoreFirst Bank & Trust13F holder
- VANGUARD MUN BD FDSAlso holds roles at 4 other companies
- Capstone Financial Advisors, Inc.13F holder
- Regis Acquisition Inc.13F holder
- Vawter Financial, Ltd.13F holder
- VANGUARD SCOTTSDALE FDSAlso holds roles at 6 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Moss Adams Wealth Advisors LLC13F holder
- VANGUARD SHORT-TERM CORPORATE BOND ETFAlso holds roles at 7 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- HSBC HOLDINGS PLC13F holder
- VANGUARD ST INFLATION PROTECTED ETFAlso holds roles at 3 other companies
- Freedom Investment Management, Inc.13F holder
- WEST PACES ADVISORS INC.13F holder
- WNY Asset Management, LLC13F holder
- VANGUARD TOTAL INTERNATIONAL STOCK ETFAlso holds roles at 4 other companies
- Capstone Financial Advisors, Inc.13F holder
- WEST PACES ADVISORS INC.13F holder
- VANGUARD GROUP INC13F 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 FDSAlso holds roles at 4 other companies
- Capstone Financial Advisors, Inc.13F holder
- Moss Adams Wealth Advisors LLC13F holder
- WEST PACES ADVISORS INC.13F holder
- VERIZON COMMUNICATIONSAlso holds roles at 17 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Vinva Investment Management Ltd13F holder
91 parties · 0 current. Ceased and resigned records are retained as history.
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Community intel
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