Vault-13

I3 VERTICALS INC IIIV

COM CL A · Common Stock · CUSIP 46571Y107

132 institutional holders -4 vs Q1 2024
21,923,88421.9m shares reported held*
$484.6mreported value*
15 new 49 added 45 reduced 22 sold out net sold ≈ $12.4m (-585.2k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($310.7k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $22.10. Options: 6 managers hold calls ($2.4m notional), 2 hold puts ($293.7k).

Trends to Q2 2024

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 130Q4 22: 134Q1 23: 140Q2 23: 137Q3 23: 138Q4 23: 150Q1 24: 136Q2 24: 132132Q3 22Q1 23Q3 23Q1 24Q2 24
Numbers
QuarterHolders
Q3 2022130
Q4 2022134
Q1 2023140
Q2 2023137
Q3 2023138
Q4 2023150
Q1 2024136
Q2 2024132

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q4 22: 60 bought or addedQ4 22: 61 cut or sold outQ4 22Q1 23: 66 bought or addedQ1 23: 53 cut or sold outQ2 23: 65 bought or addedQ2 23: 59 cut or sold outQ2 23Q3 23: 56 bought or addedQ3 23: 63 cut or sold outQ4 23: 76 bought or addedQ4 23: 61 cut or sold outQ4 23Q1 24: 62 bought or addedQ1 24: 86 cut or sold outQ2 24: 64 bought or addedQ2 24: 67 cut or sold outQ2 24
Numbers
QuarterBought or addedCut or sold out
Q4 20226061
Q1 20236653
Q2 20236559
Q3 20235663
Q4 20237661
Q1 20246286
Q2 20246467

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$1m$2m$3mQ3 23 calls: $173.3kQ3 23 puts: $652.9kQ3 23P/C 3.77Q4 23 calls: $73.7kQ4 23 puts: $476.3kQ4 23P/C 6.46Q1 24 calls: $2.2mQ1 24 puts: $361.4kQ1 24P/C 0.16Q2 24 calls: $2.4mQ2 24 puts: $293.7kQ2 24P/C 0.12
Numbers
QuarterCallsPutsP/C
Q3 2023$173.3k$652.9k3.77
Q4 2023$73.7k$476.3k6.46
Q1 2024$2.2m$361.4k0.16
Q2 2024$2.4m$293.7k0.12

Biggest buyers

Long Path Partners LP New +577,706+577.7k
MASON CAPITAL MANAGEMENT LLC New +337,099+337.1k
ROYCE & ASSOCIATES LP Added +290,000+290.0k
CONFLUENCE INVESTMENT MANAGEMENT LLC Added +155,338+155.3k
Voss Capital, LP Added +155,182+155.2k
HEARTLAND ADVISORS INC Added +119,450+119.5k
Assenagon Asset Management S.A. Added +107,054+107.1k
KENNEDY CAPITAL MANAGEMENT LLC Added +80,112+80.1k
Hood River Capital Management LLC Added +70,253+70.3k
COOPER CREEK PARTNERS MANAGEMENT LLC Added +52,071+52.1k

Biggest sellers

MORGAN STANLEY Reduced -1,115,430-1.1m
Portolan Capital Management, LLC Reduced -296,031-296.0k
CIBC Private Wealth Group LLC Reduced -273,851-273.9k
Greenland Capital Management LP Sold out -179,100-179.1k
TWO SIGMA INVESTMENTS, LP Reduced -122,497-122.5k
Nuveen Asset Management, LLC Reduced -115,109-115.1k
G2 Investment Partners Management LLC Sold out -100,000-100.0k
CITADEL ADVISORS LLC Reduced -70,372-70.4k
TWO SIGMA ADVISERS, LP Sold out -67,800-67.8k
Squarepoint Ops LLC Sold out -51,087-51.1k

Biggest calls

Squarepoint Ops LLC New $1.1m50.0k shares
CITADEL ADVISORS LLC Added $638.1k28.9k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $501.2k22.7k shares
SIMPLEX TRADING, LLC Reduced $158.0k7.2k shares
GROUP ONE TRADING LLC Added $37.5k1.7k shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Biggest puts

CITADEL ADVISORS LLC Added $293.7k13.3k shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
BlackRock, Inc. 13G · institution filed 2026-07-28 9.1% 1.8m≈ $38.2m 2026-07-28
Forager Capital Management, LLC 13G · passive investor new · filed 2026-09-30 6.1% new 1.1m≈ $23.6m 2026-09-30
CROSSLINK CAPITAL INC 13G · institution +1.8 pts · filed 2026-08-14 5.7% +1.8 pts 1.1m≈ $23.9m 2026-08-14
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 13G · institution new · filed 2026-08-14 5.6% new 1.1m≈ $23.5m 2026-08-14
North Reef Capital Management LP 13G · institution new · filed 2026-08-14 5.5% new 1.1m≈ $23.0m 2026-08-14

Fell to 5% or below in the last year: GENEVA CAPITAL MANAGEMENT LLC (0.0%, 2026-10-20), WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC (0.0%, 2026-08-11), VANGUARD CAPITAL MANAGEMENT LLC (4.9%, 2026-07-31), VANGUARD GROUP INC (0.0%, 2026-03-27), T. Rowe Price Investment Management, Inc. (3.2%, 2026-03-06)

Insider purchases and sales in Q2 2024

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
101Q3 22: 0 buyingQ3 22: 0 sellingQ4 22: 1 buyingQ4 22: 0 sellingQ4 22Q1 23: 0 buyingQ1 23: 0 sellingQ2 23: 1 buyingQ2 23: 0 sellingQ2 23Q3 23: 0 buyingQ3 23: 1 sellingQ4 23: 0 buyingQ4 23: 0 sellingQ4 23Q1 24: 0 buyingQ1 24: 0 sellingQ2 24: 0 buyingQ2 24: 0 sellingQ2 24
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q3 20220—0——
Q4 20221$73.3k0——
Q1 20230—0——
Q2 20231$1.1m0——
Q3 20230—1$59.8k—
Q4 20230—0——
Q1 20240—0——
Q2 20240—0——

None reported in Q2 2024.

Holders, Q2 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 GENEVA CAPITAL MANAGEMENT LLC 0.76% of their portfolio MILWAUKEE, WI 1,890,6911.9m $41.7m $41.7m 0.76% Reduced -28.4k -28,406
2 BlackRock Inc. 0.00% of their portfolio New York, NY 1,784,6431.8m $39.4m $39.4m 0.00% Added +46.0k +46,039
3 VANGUARD GROUP INC 0.00% of their portfolio Valley Forge, PA 1,311,2861.3m $29.0m $29.0m 0.00% Added +15.2k +15,154
4 CROSSLINK CAPITAL INC 3.95% of their portfolio MENLO PARK, CA 1,280,1211.3m $28.3m $28.3m 3.95% Reduced -19.6k -19,570
5 Hood River Capital Management LLC 0.54% of their portfolio PALM BEACH GARDENS, FL 1,190,1841.2m $26.3m $26.3m 0.54% Added +70.3k +70,253
6 Ranger Investment Management, L.P. 1.71% of their portfolio DALLAS, TX 1,136,1001.1m $25.1m $25.1m 1.71% Added +13.1k +13,115
7 Voss Capital, LP 1.68% of their portfolio HOUSTON, TX 760,182760.2k $16.8m $16.8m 1.68% Added +155.2k +155,182
8 HEARTLAND ADVISORS INC 0.89% of their portfolio MILWAUKEE, WI 719,250719.2k $15.9m $15.9m 0.89% Added +119.5k +119,450
9 MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio NEW YORK, NY 673,946673.9k $14.9m $14.9m 0.01% Reduced -10.1k -10,087
10 Portolan Capital Management, LLC 1.14% of their portfolio BOSTON, MA 629,151629.2k $13.9m $13.9m 1.14% Reduced -296.0k -296,031
11 Long Path Partners LP 5.06% of their portfolio Stamford, CT 577,706577.7k $12.8m $12.8m 5.06% New
12 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 534,142534.1k $11.8m $11.8m 0.00% Added +27.3k +27,272
13 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 516,557516.6k $11.4m $11.4m 0.00% Reduced -33.7k -33,718
14 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 493,279493.3k $10.9m $10.9m 0.00% Added +13.2k +13,160
15 DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio AUSTIN, TX 484,494484.5k $10.7m $10.7m 0.00% Added +13.9k +13,880
16 ROYCE & ASSOCIATES LP 0.09% of their portfolio New York, NY 440,000440.0k $9.7m $9.7m 0.09% Added +290.0k +290,000
17 Assenagon Asset Management S.A. 0.02% of their portfolio SENNINGERBERG, N4 429,065429.1k $9.5m $9.5m 0.02% Added +107.1k +107,054
18 COOPER CREEK PARTNERS MANAGEMENT LLC 0.33% of their portfolio NEW YORK, NY 403,962404.0k $8.9m $8.9m 0.33% Added +52.1k +52,071
19 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 400,788400.8k $8.9m $8.9m 0.00% Unchanged
20 MASON CAPITAL MANAGEMENT LLC 1.38% of their portfolio NEW YORK, NY 337,099337.1k $7.4m $7.4m 1.38% New
21 NICHOLAS COMPANY, INC. 0.12% of their portfolio MILWAUKEE, WI 333,325333.3k $7.4m $7.4m 0.12% Unchanged
22 CONFLUENCE INVESTMENT MANAGEMENT LLC 0.10% of their portfolio ST. LOUIS, MO 306,540306.5k $6.8m $6.8m 0.10% Added +155.3k +155,338
23 Russell Investments Group, Ltd. 0.01% of their portfolio Seattle, WA 298,414298.4k $6.6m $6.6m 0.01% Added +4.2k +4,248
24 SCOUT INVESTMENTS, INC. 0.16% of their portfolio KANSAS CITY, MO 273,109273.1k $6.0m $6.0m 0.16% Reduced -26.2k -26,162
25 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 257,961258.0k $5.7m $5.7m 0.00% Reduced -1.1m -1,115,430
26 272 Capital LP 2.83% of their portfolio DALLAS, TX 256,021256.0k $5.7m $5.7m 2.83% Reduced -16.7k -16,730
27 KENNEDY CAPITAL MANAGEMENT LLC 0.12% of their portfolio ST LOUIS, MO 251,069251.1k $5.5m $5.5m 0.12% Added +80.1k +80,112
28 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 232,740232.7k $5.1m $5.1m 0.00% Added +11.9k +11,905
29 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 203,371203.4k $4.5m $4.5m 0.00% Reduced -8.2k -8,184
30 EverSource Wealth Advisors, LLC 0.32% of their portfolio BIRMINGHAM, AL 193,676193.7k $4.7m $4.7m 0.32% Reduced -25.0k -25,000
31 Covenant Partners, LLC 1.25% of their portfolio Nashville, TN 185,590185.6k $4.1m $4.1m 1.25% Added +11.5k +11,549
32 Shellback Capital, LP 0.29% of their portfolio Boston, MA 181,652181.7k $4.0m $4.0m 0.29% Added +51.6k +51,565
33 Palogic Value Management, L.P. 1.40% of their portfolio DALLAS, TX 149,789149.8k $3.3m $3.3m 1.40% Unchanged
34 BOOTHBAY FUND MANAGEMENT, LLC 0.08% of their portfolio NEW YORK, NY 124,240124.2k $2.7m $2.7m 0.08% Reduced -32.0k -32,006
35 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 120,116120.1k $2.7m $2.7m 0.00% Added +14.1k +14,077
36 GAMCO INVESTORS, INC. ET AL 0.03% of their portfolio GREENWICH, CT 120,013120.0k $2.6m $2.6m 0.03% Added +11.6k +11,601
37 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 106,056106.1k $2.3m $2.3m 0.00% Reduced -8.9k -8,906
38 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 88,15188.2k $1.9m $1.9m 0.00% Added +1.8k +1,849
39 HARBERT FUND ADVISORS, LLC 1.45% of their portfolio Birmingham, AL 81,60681.6k $1.8m $1.8m 1.45% Unchanged
40 D. E. Shaw & Co., Inc. 0.00% of their portfolio New York, NY 72,20572.2k $1.6m $1.6m 0.00% Reduced -33.7k -33,723
41 Teton Advisors, Inc. 0.66% of their portfolio Rye, NY 71,79171.8k $1.6m $1.6m 0.66% Reduced -5.0k -5,000
42 CIBC Private Wealth Group LLC 0.00% of their portfolio ATLANTA, GA 70,70670.7k $1.6m $1.6m 0.00% Reduced -273.9k -273,851
43 Conestoga Capital Advisors, LLC 0.02% of their portfolio WAYNE, PA 70,00270.0k $1.5m $1.5m 0.02% Reduced -220 -220
44 Dana Investment Advisors, Inc. 0.05% of their portfolio BROOKFIELD, WI 67,36167.4k $1.5m $1.5m 0.05% Added +12.1k +12,146
45 Select Equity Group, L.P. 0.01% of their portfolio NEW YORK, NY 65,73065.7k $1.5m $1.5m 0.01% Added +1.1k +1,147
46 WESBANCO BANK INC 0.05% of their portfolio WHEELING, WV 64,94764.9k $1.4m $1.4m 0.05% Unchanged
47 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 64,94664.9k $1.4m $1.4m 0.00% Added +3.7k +3,671
48 CULLEN INVESTMENT GROUP, LTD. 0.21% of their portfolio LAFAYETTE, LA 58,75758.8k $1.3m $1.3m 0.21% Reduced -12.3k -12,280
49 Nuveen Asset Management, LLC 0.00% of their portfolio CHICAGO, IL 57,86357.9k $1.3m $1.3m 0.00% Reduced -115.1k -115,109
50 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 57,00057.0k $1.3m $1.3m 0.00% Reduced -6.9k -6,900
51 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 56,05756.1k $1.2m $1.2m 0.00% Added +28.1k +28,136
52 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 53,67253.7k $1.2m $1.2m 0.00% Added +24.7k +24,713
53 FEDERATED HERMES, INC. 0.00% of their portfolio PITTSBURGH, PA 51,96952.0k $1.1m $1.1m 0.00% Added +69 +69
54 North Reef Capital Management LP 0.05% of their portfolio LAGUNA BEACH, CA 50,00050.0k $1.1m $1.1m 0.05% New
55 Kings Path Partners LLC 0.51% of their portfolio SUGAR LAND, TX 48,74548.7k $1.1m $1.1m 0.51% First filing
56 KORNITZER CAPITAL MANAGEMENT INC /KS 0.02% of their portfolio SHAWNEE MISSION, KS 48,20048.2k $1.1m $1.1m 0.02% Unchanged
57 GABELLI FUNDS LLC 0.01% of their portfolio Rye, NY 46,00046.0k $1.0m $1.0m 0.01% Reduced -10.0k -10,000
58 Swiss National Bank 0.00% of their portfolio ZURICH, V8 45,80045.8k $1.0m $1.0m 0.00% Unchanged
59 VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio San Antonio, TX 45,70045.7k $1.0m $1.0m 0.00% Added +1.9k +1,950
60 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 43,32843.3k $956.7k $956.7k 0.00% Added +8.9k +8,882
61 Mariner, LLC 0.00% of their portfolio Overland Park, KS 42,28642.3k $933.7k $933.7k 0.00% Added +2 +2
62 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 37,04937.0k $818.0k $818.0k 0.00% Added +5.8k +5,755
63 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 36,39136.4k $803.5k $803.5k 0.00% Reduced -122.5k -122,497
64 Legal & General Group Plc 0.00% of their portfolio London, X0 34,13534.1k $753.7k $753.7k 0.00% Reduced -2.7k -2,699
65 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 33,68733.7k $744.0k $744.0k 0.00% Added +2.5k +2,496
66 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 33,44733.4k $738.5k $738.5k 0.00% Added +8.7k +8,671
67 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 33,09033.1k $730.6k $730.6k 0.00% Reduced -552 -552
68 Balyasny Asset Management L.P. 0.00% of their portfolio Chicago, IL 31,97432.0k $706.0k $706.0k 0.00% New
69 Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio ST. PETERSBURG, FL 31,07031.1k $686.0k $686.0k 0.00% Reduced -33.6k -33,636
70 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio CAUSEWAY BAY, K3 30,47930.5k $673.0k $673.0k 0.00% First filing
71 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 29,76729.8k $657.3k $657.3k 0.00% Added +10.2k +10,222
72 CONTINENTAL ADVISORS LLC 0.49% of their portfolio Park City, UT 28,76928.8k $635.2k $635.2k 0.49% New
73 Nebula Research & Development LLC 0.10% of their portfolio New York, NY 27,23927.2k $601.4k $601.4k 0.10% Added +13.8k +13,814
74 GSA CAPITAL PARTNERS LLP 0.04% of their portfolio LONDON, X0 27,16927.2k $600.0k $600.0k 0.04% Reduced -37.4k -37,388
75 Sequoia Financial Advisors, LLC 0.01% of their portfolio Akron, OH 27,15427.2k $599.6k $599.6k 0.01% New
76 ABS Direct Equity Fund LLC 0.62% of their portfolio Stamford, CT 25,00025.0k $552.0k $552.0k 0.62% Reduced -5.0k -5,000
77 TBH Global Asset Management, LLC 0.11% of their portfolio Brentwood, TN 23,33923.3k $515.3k $515.3k 0.11% Unchanged
78 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio WEST SACRAMENTO, CA 22,65322.7k $500.2k $500.2k 0.00% Reduced -544 -544
79 HRT FINANCIAL LP 0.00% of their portfolio NEW YORK, NY 21,54021.5k $475.0k $475.0k 0.00% New
80 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 19,59619.6k $432.7k $432.7k 0.00% Reduced -7.3k -7,254
81 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 19,58219.6k $432.4k $432.4k 0.00% Reduced -7.6k -7,565
82 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 19,32719.3k $426.7k $426.7k 0.00% Reduced -12.5k -12,505
83 UBS Group AG 0.00% of their portfolio ZURICH, V8 18,72718.7k $413.5k $413.5k 0.00% Reduced -9.4k -9,391
84 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 17,95017.9k $396.3k $396.3k 0.00% Reduced -70.4k -70,372
85 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 17,37117.4k $383.6k $383.6k 0.00% Added +6.4k +6,381
86 PITCAIRN CO 0.02% of their portfolio CONSHOHOCKEN, PA 16,43916.4k $363.0k $363.0k 0.02% Added +2.6k +2,621
87 Cresset Asset Management, LLC 0.00% of their portfolio Chicago, IL 16,38316.4k $361.7k $361.7k 0.00% Added +949 +949
88 AVANTAX ADVISORY SERVICES, INC. 0.00% of their portfolio DALLAS, TX 16,20616.2k $357.8k $357.8k 0.00% New
89 ARGENT CAPITAL MANAGEMENT LLC 0.01% of their portfolio ST LOUIS, MO 14,06614.1k $310.6k $310.6k 0.01% Added +5.3k +5,311
90 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 14,06414.1k $310.5k $310.5k 0.00% Reduced -1.4k -1,432
91 Seelaus Asset Management LLC 0.31% of their portfolio CHATHAM, NJ 13,88513.9k $306.6k $306.6k 0.31% New
92 Yorktown Management & Research Co Inc 0.32% of their portfolio Forest, VA 13,50013.5k $298.1k $298.1k 0.32% New
93 SEI INVESTMENTS CO 0.00% of their portfolio OAKS, PA 13,47613.5k $297.6k $297.6k 0.00% Reduced -58 -58
94 MetLife Investment Management, LLC 0.00% of their portfolio Whippany, NJ 13,47213.5k $297.5k $297.5k 0.00% Added +2.4k +2,403
95 MARSHALL WACE, LLP 0.00% of their portfolio LONDON, X0 12,96313.0k $286.2k $286.2k 0.00% Reduced -14.4k -14,366
96 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 12,62312.6k $291.6k $291.6k 0.00% First filing
97 State of Wyoming 0.04% of their portfolio CHEYENNE, WY 12,17612.2k $268.8k $268.8k 0.04% Added +3.1k +3,095
98 Corebridge Financial, Inc. 0.00% of their portfolio HOUSTON, TX 12,16612.2k $268.6k $268.6k 0.00% First filing
99 LBMC INVESTMENT ADVISORS, LLC 0.02% of their portfolio BRENTWOOD, TN 10,70010.7k $236.3k $236.3k 0.02% Unchanged
100 FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 0.00% of their portfolio PORTLAND, OR 9,7409.7k $215.1k $215.1k 0.00% Unchanged