Vault-13

TRUSTMARK CORP TRMK

COM · Common Stock · CUSIP 898402102

202 institutional holders -3 vs Q1 2023
40,214,12940.2m shares reported held*
65.8% of all shares outstanding*
$849.6mreported value*
24 new 59 added 74 reduced 27 sold out net sold ≈ $16.9m (-797.8k 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 ($3.3m this quarter). Holder counts are more reliable. Shares outstanding: 61.1m as of 2023-07-31, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $21.13. Options: 2 managers hold calls ($86.6k notional), 2 hold puts ($35.9k).

Trends to Q2 2023

Institutional holders

Managers reporting a position, each quarter

0100200300Q3 22: 208Q4 22: 236Q1 23: 205Q2 23: 202202Q3 22Q4 22Q1 23Q2 23
Numbers
QuarterHolders
Q3 2022208
Q4 2022236
Q1 2023205
Q2 2023202

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q4 22: 114 bought or addedQ4 22: 78 cut or sold outQ4 22Q1 23: 87 bought or addedQ1 23: 120 cut or sold outQ1 23Q2 23: 83 bought or addedQ2 23: 101 cut or sold outQ2 23
Numbers
QuarterBought or addedCut or sold out
Q4 202211478
Q1 202387120
Q2 202383101

Calls vs puts

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

CallsPuts
$0$500k$1m$1.5mQ3 22 calls: $542.0kQ3 22 puts: $64.0kQ3 22P/C 0.12Q4 22 calls: $0Q4 22 puts: $293.2kQ4 22P/C —Q1 23 calls: $213.9kQ1 23 puts: $1.4mQ1 23P/C 6.56Q2 23 calls: $86.6kQ2 23 puts: $35.9kQ2 23P/C 0.41
Numbers
QuarterCallsPutsP/C
Q3 2022$542.0k$64.0k0.12
Q4 2022$0$293.2k—
Q1 2023$213.9k$1.4m6.56
Q2 2023$86.6k$35.9k0.41

Biggest buyers

PRINCIPAL FINANCIAL GROUP INC Added +251,681+251.7k
Cubist Systematic Strategies, LLC New +163,073+163.1k
Gillson Capital LP Added +157,836+157.8k
D. E. Shaw & Co., Inc. Added +109,530+109.5k
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP New +109,340+109.3k
HRT FINANCIAL LP New +106,322+106.3k
MILLENNIUM MANAGEMENT LLC Added +101,313+101.3k
Empowered Funds, LLC New +75,967+76.0k
THOROUGHBRED FINANCIAL SERVICES, LLC New +69,975+70.0k
RENAISSANCE TECHNOLOGIES LLC Added +67,523+67.5k

Biggest sellers

NEW YORK STATE COMMON RETIREMENT FUND Reduced -728,054-728.1k
Brandywine Global Investment Management, LLC Sold out -298,960-299.0k
JPMORGAN CHASE & CO Reduced -251,768-251.8k
STATE STREET CORP Reduced -210,895-210.9k
DIMENSIONAL FUND ADVISORS LP Reduced -200,552-200.6k
EARNEST PARTNERS LLC Reduced -193,885-193.9k
BlackRock Inc. Reduced -129,732-129.7k
VANGUARD GROUP INC Reduced -107,430-107.4k
Bank of New York Mellon Corp Reduced -45,819-45.8k
ROYAL BANK OF CANADA Reduced -44,403-44.4k

Biggest calls

CITADEL ADVISORS LLC Reduced $86.6k4.1k shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Biggest puts

CITADEL ADVISORS LLC Reduced $35.9k1.7k 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
VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-29 6.0% new 3.6m≈ $163.6m 2026-04-29
STATE STREET CORP 13G · institution +0.1 pts · filed 2026-05-12 5.1% +0.1 pts 3.0m≈ $136.9m 2026-05-12
VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-30 5.1% new 3.0m≈ $137.4m 2026-04-30

Fell to 5% or below in the last year: WELLINGTON MANAGEMENT GROUP LLP (2.6%, 2026-08-13), VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD PORTFOLIO MANAGEMENT LLC), ROBERT M HEARIN SUPPORT FOUNDATION (4.5%, 2026-02-10)

Insider purchases and sales in Q2 2023

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
202Q3 21: 0 buyingQ3 21: 0 sellingQ4 21: 0 buyingQ4 21: 2 sellingQ4 21Q1 22: 0 buyingQ1 22: 0 sellingQ2 22: 0 buyingQ2 22: 0 sellingQ2 22Q3 22: 0 buyingQ3 22: 1 sellingQ4 22: 0 buyingQ4 22: 0 sellingQ4 22Q1 23: 1 buyingQ1 23: 0 sellingQ2 23: 2 buyingQ2 23: 0 sellingQ2 23
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q3 20210—0——
Q4 20210—2$67.7k—
Q1 20220—0——
Q2 20220—0——
Q3 20220—1$24.9k—
Q4 20220—0——
Q1 20231$42.4k0——
Q2 20232$124.5k0——
DateInsiderTradeSharesPrice ValueTheir holding
2023-05-15 PUCKETT RICHARD H Director Bought 2,000 $21.11 $42.2k2.0k shares +5%
2023-05-15 BAKER ADOLPHUS B Director Bought 1,000 $21.00 $21.0k1.0k shares +2%
2023-05-12 PUCKETT RICHARD H Director Bought 2,000 $20.40 $40.8k2.0k shares +5%
2023-05-12 BAKER ADOLPHUS B Director Bought 1,000 $20.51 $20.5k1.0k shares +2%

Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).

Holders, Q2 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BlackRock Inc. 0.01% of their portfolio New York, NY 8,893,7358.9m $187.8m $187.8m 0.01% Reduced -129.7k -129,732
2 VANGUARD GROUP INC 0.00% of their portfolio Valley Forge, PA 6,645,5466.6m $140.4m $140.4m 0.00% Reduced -107.4k -107,430
3 DIMENSIONAL FUND ADVISORS LP 0.03% of their portfolio AUSTIN, TX 3,811,1143.8m $80.5m $80.5m 0.03% Reduced -200.6k -200,552
4 EARNEST PARTNERS LLC 0.43% of their portfolio ATLANTA, GA 3,657,9683.7m $77.3m $77.3m 0.43% Reduced -193.9k -193,885
5 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 2,851,3432.9m $60.2m $60.2m 0.00% Reduced -210.9k -210,895
6 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 1,252,4041.3m $26.5m $26.5m 0.00% Added +39.8k +39,823
7 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 814,021814.0k $17.2m $17.2m 0.00% Reduced -1.1k -1,078
8 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 731,012731.0k $15.4m $15.4m 0.00% Added +10.5k +10,534
9 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 660,337660.3k $13.9m $13.9m 0.00% Reduced -45.8k -45,819
10 PRINCIPAL FINANCIAL GROUP INC 0.01% of their portfolio DES MOINES, IA 634,794634.8k $13.4m $13.4m 0.01% Added +251.7k +251,681
11 Newport Trust Company, LLC 0.04% of their portfolio Washington, DC 598,994599.0k $12.7m $12.7m 0.04% Reduced -18.7k -18,655
12 NORGES BANK 0.00% of their portfolio OSLO, Q8 511,840511.8k $10.8m $10.8m 0.00% Reduced -22.3k -22,282
13 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 473,845473.8k $10.0m $10.0m 0.00% Reduced -1.8k -1,842
14 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 422,290422.3k $8.9m $8.9m 0.00% Reduced -7.3k -7,319
15 Gillson Capital LP 0.78% of their portfolio CHICAGO, IL 419,604419.6k $8.9m $8.9m 0.78% Added +157.8k +157,836
16 Nuveen Asset Management, LLC 0.00% of their portfolio CHICAGO, IL 372,399372.4k $7.9m $7.9m 0.00% Added +45.8k +45,776
17 Fisher Asset Management, LLC 0.00% of their portfolio PLANO, TX 337,863337.9k $7.1m $7.1m 0.00% Added +20.2k +20,219
18 BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.15% of their portfolio HOUSTON, TX 301,467301.5k $6.4m $6.4m 0.15% Reduced -41.0k -40,955
19 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 301,342301.3k $6.4m $6.4m 0.00% Added +5.5k +5,478
20 AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio KANSAS CITY, MO 288,991289.0k $6.1m $6.1m 0.00% Added +31.2k +31,151
21 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 251,516251.5k $5.3m $5.3m 0.00% Reduced -10.1k -10,059
22 HSBC HOLDINGS PLC 0.01% of their portfolio LONDON, X0 222,434222.4k $4.7m $4.7m 0.01% Reduced -8.7k -8,690
23 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 198,325198.3k $4.2m $4.2m 0.00% Added +12.3k +12,342
24 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 188,575188.6k $4.0m $4.0m 0.00% Reduced -4.6k -4,553
25 Legal & General Group Plc 0.00% of their portfolio London, X0 172,163172.2k $3.6m $3.6m 0.00% Reduced -4.1k -4,051
26 Cubist Systematic Strategies, LLC 0.04% of their portfolio STAMFORD, CT 163,073163.1k $3.4m $3.4m 0.04% New
27 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 151,421151.4k $3.2m $3.2m 0.00% Reduced -251.8k -251,768
28 TRUSTMARK BANK TRUST DEPARTMENT 0.28% of their portfolio JACKSON, MS 143,332143.3k $3.0m $3.0m 0.28% Reduced -2.0k -2,050
29 Hanson & Doremus Investment Management 0.61% of their portfolio BURLINGTON, VT 139,788139.8k $3.0m $3.0m 0.61% Unchanged
30 Swiss National Bank 0.00% of their portfolio ZURICH, V8 126,200126.2k $2.7m $2.7m 0.00% Added +1.2k +1,200
31 D. E. Shaw & Co., Inc. 0.00% of their portfolio New York, NY 119,628119.6k $2.5m $2.5m 0.00% Added +109.5k +109,530
32 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 112,667112.7k $2.4m $2.4m 0.00% Added +101.3k +101,313
33 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio BOSTON, MA 109,340109.3k $2.3m $2.3m 0.00% New
34 TWO SIGMA ADVISERS, LP 0.01% of their portfolio NEW YORK, NY 108,747108.7k $2.3m $2.3m 0.01% Reduced -4.3k -4,300
35 Public Sector Pension Investment Board 0.02% of their portfolio MONTREAL, A8 108,399108.4k $2.3m $2.3m 0.02% Added +1.2k +1,153
36 HRT FINANCIAL LP 0.02% of their portfolio NEW YORK, NY 106,322106.3k $2.2m $2.2m 0.02% New
37 HB Wealth Management, LLC 0.03% of their portfolio Atlanta, GA 96,70596.7k $2.0m $2.0m 0.03% Added +172 +172
38 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 96,10396.1k $2.0m $2.0m 0.00% Added +67.5k +67,523
39 Schonfeld Strategic Advisors LLC 0.02% of their portfolio NEW YORK, NY 95,82495.8k $2.0m $2.0m 0.02% Reduced -25.4k -25,376
40 Walleye Capital LLC 0.03% of their portfolio NEW YORK, NY 92,37992.4k $2.0m $2.0m 0.03% Added +32.8k +32,839
41 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 89,17889.2k $1.9m $1.9m 0.00% Added +23.7k +23,712
42 Qube Research & Technologies Ltd 0.01% of their portfolio LONDON, X0 87,86287.9k $1.9m $1.9m 0.01% Added +62.2k +62,168
43 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 82,73482.7k $1.7m $1.7m 0.00% Unchanged
44 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio ALBANY, NY 80,82480.8k $1.7m $1.7m 0.00% Reduced -800 -800
45 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 79,36879.4k $1.7m $1.7m 0.00% Added +51.7k +51,660
46 CREDIT SUISSE AG/ 0.00% of their portfolio ZURICH, V8 78,21878.2k $1.7m $1.7m 0.00% Added +4.0k +3,993
47 JACOBS LEVY EQUITY MANAGEMENT, INC 0.01% of their portfolio FLORHAM PARK, NJ 77,85577.9k $1.6m $1.6m 0.01% Reduced -36.2k -36,162
48 PRUDENTIAL FINANCIAL INC 0.00% of their portfolio NEWARK, NJ 76,37576.4k $1.6m $1.6m 0.00% Added +16.0k +16,027
49 Empowered Funds, LLC 0.06% of their portfolio NEWTOWN SQUARE, PA 75,96776.0k $1.6m $1.6m 0.06% New
50 EA Series Trust 0.06% of their portfolio HAVERTOWN, PA 75,96776.0k $1.6m $1.6m 0.06% First filing
51 FIRST TRUST ADVISORS LP 0.00% of their portfolio Wheaton, IL 75,01275.0k $1.6m $1.6m 0.00% Added +3.4k +3,351
52 THOROUGHBRED FINANCIAL SERVICES, LLC 0.19% of their portfolio BRENTWOOD, TN 69,97570.0k $1.5m $1.5m 0.19% New
53 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio WEST SACRAMENTO, CA 69,29069.3k $1.5m $1.5m 0.00% Reduced -4.4k -4,375
54 COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 0.01% of their portfolio HARRISBURG, PA 69,03169.0k $1.5m $1.5m 0.01% Added +4.5k +4,466
55 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 63,82863.8k $1.3m $1.3m 0.00% Added +1.4k +1,410
56 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 60,34360.3k $1.5m $1.5m 0.00% Unchanged
57 VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.01% of their portfolio JUPITER, FL 59,77759.8k $1.3m $1.3m 0.01% Added +8.6k +8,596
58 Thrivent Financial for Lutherans 0.00% of their portfolio Minneapolis, MN 58,42058.4k $1.2m $1.2m 0.00% Reduced -2.0k -2,010
59 Rafferty Asset Management, LLC 0.01% of their portfolio New York, NY 58,09858.1k $1.2m $1.2m 0.01% Added +9.5k +9,548
60 UBS Group AG 0.00% of their portfolio ZURICH, V8 57,85657.9k $1.2m $1.2m 0.00% Added +6.3k +6,281
61 WEDGE CAPITAL MANAGEMENT L L P/NC 0.02% of their portfolio CHARLOTTE, NC 56,77456.8k $1.2m $1.2m 0.02% New
62 CANADA LIFE ASSURANCE Co 0.00% of their portfolio WINNIPEG, A2 53,90853.9k $1.1m $1.1m 0.00% Reduced -3.9k -3,948
63 TEXAS PERMANENT SCHOOL FUND CORP 0.01% of their portfolio AUSTIN, TX 53,74753.7k $1.1m $1.1m 0.01% Reduced -938 -938
64 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 51,14651.1k $1.1m $1.1m 0.00% Added +10.6k +10,649
65 State of Tennessee, Department of Treasury 0.00% of their portfolio NASHVILLE, TN 50,52350.5k $1.1m $1.1m 0.00% Added +29.8k +29,810
66 OPPENHEIMER ASSET MANAGEMENT INC. 0.02% of their portfolio NEW YORK, NY 49,96050.0k $1.1m $1.1m 0.02% Reduced -288 -288
67 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 48,42948.4k $1.0m $1.0m 0.00% Added +32.1k +32,089
68 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 43,99944.0k $929.3k $929.3k 0.00% Reduced -18.1k -18,063
69 OCCUDO QUANTITATIVE STRATEGIES LP 0.09% of their portfolio FORT LAUDERDALE, FL 43,26543.3k $913.8k $913.8k 0.09% New
70 BENJAMIN F. EDWARDS & COMPANY, INC. 0.03% of their portfolio ST. LOUIS, MO 41,61441.6k $879.0k $879.0k 0.03% Reduced -8.4k -8,400
71 State of Alaska, Department of Revenue 0.01% of their portfolio JUNEAU, AK 40,20040.2k $849.0k $849.0k 0.01% Reduced -1.6k -1,557
72 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 39,31539.3k $830.3k $830.3k 0.00% Added +19.6k +19,560
73 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 38,48738.5k $813.0k $813.0k 0.00% Added +692 +692
74 PDT Partners, LLC 0.10% of their portfolio New York, NY 35,19835.2k $743.4k $743.4k 0.10% Reduced -7.6k -7,565
75 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 35,11435.1k $741.6k $741.6k 0.00% Reduced -1.1k -1,132
76 Wakefield Asset Management LLLP 0.29% of their portfolio Englewood, CO 34,20334.2k $722.4k $722.4k 0.29% New
77 ExodusPoint Capital Management, LP 0.01% of their portfolio NEW YORK, NY 34,10734.1k $720.0k $720.0k 0.01% New
78 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 32,98133.0k $696.6k $696.6k 0.00% New
79 AMERICAN INTERNATIONAL GROUP, INC. 0.00% of their portfolio New York, NY 32,70532.7k $690.7k $690.7k 0.00% Reduced -724 -724
80 YOUSIF CAPITAL MANAGEMENT, LLC 0.01% of their portfolio BLOOMFIELD HILLS, MI 32,58132.6k $688.1k $688.1k 0.01% Reduced -1.8k -1,827
81 Louisiana State Employees Retirement System 0.02% of their portfolio BATON ROUGE, LA 32,10032.1k $678.0k $678.0k 0.02% Added +3.7k +3,700
82 MetLife Investment Management, LLC 0.00% of their portfolio Whippany, NJ 32,02932.0k $676.5k $676.5k 0.00% Unchanged
83 Connor, Clark & Lunn Investment Management Ltd. 0.00% of their portfolio VANCOUVER, A1 27,98928.0k $591.1k $591.1k 0.00% New
84 Ensign Peak Advisors, Inc 0.00% of their portfolio SALT LAKE CITY, UT 27,69927.7k $585.0k $585.0k 0.00% Unchanged
85 Mirae Asset Global Investments Co., Ltd. 0.00% of their portfolio SEOUL, M5 26,75526.8k $565.1k $565.1k 0.00% Unchanged
86 Trexquant Investment LP 0.01% of their portfolio STAMFORD, CT 25,96826.0k $548.4k $548.4k 0.01% New
87 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 25,81825.8k $545.3k $545.3k 0.00% Reduced -15.8k -15,762
88 JANUS HENDERSON GROUP PLC 0.00% of their portfolio LONDON, X0 25,42525.4k $536.9k $536.9k 0.00% Reduced -33 -33
89 NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio ALBANY, NY 25,38725.4k $536.2k $536.2k 0.00% Reduced -728.1k -728,054
90 VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio ATLANTA, GA 24,88824.9k $525.6k $525.6k 0.00% Added +1.2k +1,213
91 MAGNOLIA CAPITAL ADVISORS LLC 0.26% of their portfolio RIDGELAND, MS 24,76324.8k $523.0k $523.0k 0.26% Unchanged
92 AMALGAMATED BANK 0.00% of their portfolio NEW YORK, NY 24,60424.6k $520.0k $520.0k 0.00% Reduced -956 -956
93 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio Toronto, A6 24,58024.6k $519.1k $519.1k 0.00% Added +504 +504
94 Balyasny Asset Management L.P. 0.00% of their portfolio Chicago, IL 24,51924.5k $517.8k $517.8k 0.00% New
95 Maryland State Retirement & Pension System 0.01% of their portfolio BALTIMORE, MD 23,79223.8k $502.5k $502.5k 0.01% Reduced -764 -764
96 WINTON GROUP Ltd 0.04% of their portfolio LONDON, X0 23,20123.2k $490.0k $490.0k 0.04% Reduced -12.5k -12,488
97 VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio San Antonio, TX 23,19323.2k $489.8k $489.8k 0.00% Reduced -5.8k -5,800
98 Graham Capital Management, L.P. 0.02% of their portfolio ROWAYTON, CT 23,03923.0k $486.6k $486.6k 0.02% Reduced -27.6k -27,615
99 RESOURCES MANAGEMENT CORP /CT/ /ADV 0.07% of their portfolio WEST HARTFORD, CT 22,40022.4k $473.0k $473.0k 0.07% Added +22.3k +22,300
100 Ballew Advisors, Inc 0.35% of their portfolio Jackson, MS 22,35722.4k $482.7k $482.7k 0.35% Unchanged