The Analysis of NORTH STAR ASSET MANAGEMENT INC's Holdings

Currently, NORTH STAR ASSET MANAGEMENT INC holds 351 types of securities in its portfolio with a total value $2.5B. In the most recent quarter, they have increased their positions in N/A (+1.4M shares, valued at $22.6M), N/A (+5.9K shares, valued at $5.4M), N/A (+7.7K shares, valued at $3.8M); decreased their positions in AMG (-16.7K shares, valued at $4.0M), AAPL (-12.5K shares, valued at $3.2M), N/A (-6.1K shares, valued at $2.0M); initiated new positions in N/A (+7.7K shares, valued at $3.8M), BILL (+7.6K shares, valued at $404.2K), IWF (+743 shares, valued at $348.0K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE362.0K shares-3.33%2025-09-302025-11-10

MSFT MICROSOFT157.1K shares-1.23%2025-09-302025-11-10

SCHB SCHWAB US BROAD MKT ETF2.7M shares0.87%2025-09-302025-11-10

VTI VANGUARD TTL STK MKT ETF181.9K shares-0.65%2025-09-302025-11-10

SPYM SPDR S&P LARGE CAP 500 ETF754.8K shares0.47%2025-09-302025-11-10

ALPHABET CL C ALPHABET CL C225.0K shares-3.21%2025-09-302025-11-10

SS&C TECHNOLOGIES SS&C TECHNOLOGIES605.6K shares-0.95%2025-09-302025-11-10

V VISA143.8K shares-0.85%2025-09-302025-11-10

Sponsored

AMZN AMAZON.COM223.4K shares0.89%2025-09-302025-11-10

SCHW CHARLES SCHWAB492.4K shares-1.67%2025-09-302025-11-10

ABT ABBOTT LABS304.5K shares-0.19%2025-09-302025-11-10

FI FISERV296.6K shares0.63%2025-09-302025-11-10

ABBVIE ABBVIE161.9K shares-0.31%2025-09-302025-11-10

BROADCOM BROADCOM113.3K shares-5.13%2025-09-302025-11-10

SYK STRYKER99.5K shares-0.28%2025-09-302025-11-10

NVDA NVIDIA194.0K shares-3.89%2025-09-302025-11-10

Sponsored

VEEV VEEVA SYSTEMS118.3K shares-0.29%2025-09-302025-11-10

ACIW ACI WORLDWIDE644.5K shares-2.33%2025-09-302025-11-10

INTU INTUIT49.3K shares-0.40%2025-09-302025-11-10

ASML HOLDINGS ASML HOLDINGS34.8K shares0.42%2025-09-302025-11-10

AME AMETEK178.1K shares-0.01%2025-09-302025-11-10

ADBE ADOBE SYSTEMS93.3K shares-0.28%2025-09-302025-11-10

PRINCIPAL FINL GROUP PRINCIPAL FINL GROUP395.1K shares-1.69%2025-09-302025-11-10

SNPS SYNOPSYS65.1K shares6.01%2025-09-302025-11-10

Sponsored

APH AMPHENOL257.5K shares-2.89%2025-09-302025-11-10

PTC INC PTC INC155.9K shares-0.26%2025-09-302025-11-10

TMO THERMO FISHER SCIENTIFIC62.1K shares2.46%2025-09-302025-11-10

EFX EQUIFAX114.8K shares1.17%2025-09-302025-11-10

ADI ANALOG DEVICES113.7K shares-0.17%2025-09-302025-11-10

EVTC EVERTEC805.1K shares-1.03%2025-09-302025-11-10

MENASHA CORP MENASHA CORP2.2K shares0.00%2025-09-302025-11-10

GLOBAL PAYMENTS GLOBAL PAYMENTS318.4K shares1.84%2025-09-302025-11-10

Sponsored

SCHWAB TOTAL STOCK MKT-SEL SCHWAB TOTAL STOCK MKT-SEL1.6M shares596.56%2025-09-302025-11-10

MA MASTERCARD43.7K shares1.10%2025-09-302025-11-10

JPM JP MORGAN CHASE78.3K shares1.48%2025-09-302025-11-10

DHR DANAHER119.8K shares1.86%2025-09-302025-11-10

AES AES CORP1.8M shares2.57%2025-09-302025-11-10

LOW LOWE'S COMPANIES86.5K shares-3.80%2025-09-302025-11-10

ECL ECOLAB79.2K shares-0.81%2025-09-302025-11-10

AMG AFFILIATED MANAGERS85.3K shares-16.41%2025-09-302025-11-10

Sponsored

WYNDHAM HOTELS & RESORTS WYNDHAM HOTELS & RESORTS235.8K shares-0.40%2025-09-302025-11-10

COST COSTCO WHOLESALE19.3K shares-2.00%2025-09-302025-11-10

ROK ROCKWELL AUTOMATION50.8K shares-3.03%2025-09-302025-11-10

ALPHABET CL A ALPHABET CL A72.8K shares-3.51%2025-09-302025-11-10

HOLX HOLOGIC259.0K shares-0.79%2025-09-302025-11-10

SCHF SCHWAB FTSE DEV EX-US ETF733.2K shares-0.48%2025-09-302025-11-10

ITW ILLINOIS TOOL62.6K shares-0.81%2025-09-302025-11-10

PRICE T ROWE GROUP PRICE T ROWE GROUP157.5K shares-5.48%2025-09-302025-11-10

Sponsored

MBWM MERCANTILE BANK355.3K shares-0.34%2025-09-302025-11-10

ROP ROPER TECHNOLOGIES31.9K shares7.26%2025-09-302025-11-10

DIS WALT DISNEY137.8K shares0.99%2025-09-302025-11-10

RPM RPM133.7K shares-1.66%2025-09-302025-11-10

PAYPAL HOLDINGS PAYPAL HOLDINGS228.7K shares-0.19%2025-09-302025-11-10

SPMD SPDR S&P MID CAP 400 ETF266.0K shares0.59%2025-09-302025-11-10

CROWDSTRIKE HOLDINGS CROWDSTRIKE HOLDINGS30.8K shares0.17%2025-09-302025-11-10

AMD ADVANCED MICRO DEVICES92.3K shares-2.34%2025-09-302025-11-10

Sponsored

PB PROSPERITY BANCSHARES223.9K shares0.63%2025-09-302025-11-10

TYL TYLER TECH27.0K shares-0.39%2025-09-302025-11-10

ILMN ILLUMINA145.5K shares11.22%2025-09-302025-11-10

KMB KIMBERLY-CLARK107.2K shares-2.00%2025-09-302025-11-10

LYV LIVE NATION ENTERTAINMENT81.4K shares-1.83%2025-09-302025-11-10

FIS FIDELITY NATL INFO194.3K shares-5.51%2025-09-302025-11-10

CRM SALESFORCE.COM53.5K shares10.55%2025-09-302025-11-10

SCHA SCHWAB US SCAP ETF450.0K shares0.51%2025-09-302025-11-10

Sponsored

SCHX SCHWAB US LARGE EQUITY ETF472.3K shares-3.15%2025-09-302025-11-10

DATADOG DATADOG87.1K shares2.18%2025-09-302025-11-10

PRESTIGE CONSUMER HCARE PRESTIGE CONSUMER HCARE193.0K shares-1.01%2025-09-302025-11-10

META META PLATFORMS15.9K shares-0.70%2025-09-302025-11-10

RGEN REPLIGEN85.4K shares-2.47%2025-09-302025-11-10

SYY SYSCO CORPORATION136.6K shares-1.59%2025-09-302025-11-10

ZSCALER ZSCALER36.6K shares-1.37%2025-09-302025-11-10

SCHE SCHWAB FTSE EMERGING ETF323.3K shares0.48%2025-09-302025-11-10

Sponsored

SCHM SCHWAB US MID CAP ETF362.6K shares-0.15%2025-09-302025-11-10

PAYCOM SOFTWARE PAYCOM SOFTWARE50.8K shares0.40%2025-09-302025-11-10

UNITED HEALTHCARE UNITED HEALTHCARE30.5K shares7.99%2025-09-302025-11-10

ISRG INTUITIVE SURGICAL23.2K shares3.78%2025-09-302025-11-10

LLY ELI LILLY & CO13.5K shares-13.44%2025-09-302025-11-10

BALL BALL189.3K shares1.62%2025-09-302025-11-10

PEP PEPSICO66.7K shares-2.93%2025-09-302025-11-10

PM PHILIP MORRIS INT'L56.9K shares-1.59%2025-09-302025-11-10

Sponsored

SPDR S&P SMALL CAP 600 ETF SPDR S&P SMALL CAP 600 ETF188.4K shares0.41%2025-09-302025-11-10

VOO VANGUARD S&P 500 LC ETF14.2K shares2.14%2025-09-302025-11-10

ABNB AIRBNB69.3K shares5.36%2025-09-302025-11-10

VANGUARD 500 INDEX (ADM) VANGUARD 500 INDEX (ADM)13.4K shares-0.41%2025-09-302025-11-10

UNP UNION PACIFIC CORP32.7K shares-5.64%2025-09-302025-11-10

AKAMAI TECH AKAMAI TECH99.6K shares-2.82%2025-09-302025-11-10

FAST FASTENAL153.7K shares0.00%2025-09-302025-11-10

VWO VANGUARD EMERGING MKTS ETF129.2K shares-0.75%2025-09-302025-11-10

Sponsored

VEU VANGUARD FTSE WLD EX US ETF91.5K shares-0.12%2025-09-302025-11-10

SPDW SPDR S&P DEVELOPED EX-US ETF145.4K shares3.87%2025-09-302025-11-10

ORCL ORACLE22.0K shares0.68%2025-09-302025-11-10

CALX CALIX96.0K shares-0.54%2025-09-302025-11-10

NKE NIKE INC CL B83.2K shares-4.02%2025-09-302025-11-10

CDNS CADENCE DESIGN SYSTEMS16.1K shares29.59%2025-09-302025-11-10

SERVICENOW SERVICENOW6.1K shares3012.76%2025-09-302025-11-10

SPDR GOLD TRUST (COLLECTIBLE) SPDR GOLD TRUST (COLLECTIBLE)15.5K shares0.03%2025-09-302025-11-10

Sponsored

NICOLET BANKSHARES INC. NICOLET BANKSHARES INC.39.2K shares-14.37%2025-09-302025-11-10

JNJ JOHNSON&JOHNSON27.7K shares0.20%2025-09-302025-11-10

VERX VERTEX195.0K shares47.79%2025-09-302025-11-10

EW EDWARD LIFESCIENCES59.8K shares6.87%2025-09-302025-11-10

QCOM QUALCOMM25.8K shares-1.41%2025-09-302025-11-10

AFL AFLAC38.4K shares-3.79%2025-09-302025-11-10

BA BOEING19.4K shares2.19%2025-09-302025-11-10

iSHARES CORE MSCI EMG MKTS iSHARES CORE MSCI EMG MKTS62.2K shares-5.89%2025-09-302025-11-10

Sponsored

SPDR S&P 500 INDEX ETF SPDR S&P 500 INDEX ETF6.0K shares0.50%2025-09-302025-11-10

MAR MARRIOTT INT'L14.9K shares0.00%2025-09-302025-11-10

S&P GLOBAL INC S&P GLOBAL INC7.7K sharesnew addition2025-09-302025-11-10

XLE ENERGY SELECT SECTOR SPDR40.9K shares-1.19%2025-09-302025-11-10

VZ VERIZON COMMUNICATIONS81.3K shares-8.48%2025-09-302025-11-10

FDX FEDEX15.0K shares-28.26%2025-09-302025-11-10

ADYEN ADR ADYEN ADR217.8K shares-24.64%2025-09-302025-11-10

MCK MCKESSON4.5K shares0.00%2025-09-302025-11-10

Sponsored

SCHV SCHWAB LARGE CAP VALUE ETF118.4K shares0.62%2025-09-302025-11-10

AVANTOR AVANTOR274.1K shares-5.27%2025-09-302025-11-10

VANGUARD TTL STK MKT ADM VANGUARD TTL STK MKT ADM21.4K shares0.10%2025-09-302025-11-10

CSCO CISCO SYSTEMS46.7K shares-0.22%2025-09-302025-11-10

JBL JABIL CIRCUIT14.7K shares-0.34%2025-09-302025-11-10

AMER EUROPACIFIC GRWTH Cl F-2 AMER EUROPACIFIC GRWTH Cl F-248.7K shares-1.11%2025-09-302025-11-10

XOM EXXON MOBIL CORP27.1K shares0.00%2025-09-302025-11-10

AMGN AMGEN10.8K shares-0.18%2025-09-302025-11-10

Sponsored

SPEM SPDR S&P EMERGING ETF64.8K shares1.69%2025-09-302025-11-10

VUG VANGUARD GROWTH ETF6.3K shares-0.03%2025-09-302025-11-10

CSGP COSTAR GROUP34.9K shares1.30%2025-09-302025-11-10

HD HOME DEPOT7.2K shares0.85%2025-09-302025-11-10

CVX CHEVRON CORP18.5K shares23.46%2025-09-302025-11-10

VANGUARD INFO TECH VANGUARD INFO TECH3.8K shares234.48%2025-09-302025-11-10

RMD RESMED INC10.4K shares4.81%2025-09-302025-11-10

ASB ASSOCIATED BANK110.3K shares-0.01%2025-09-302025-11-10

Sponsored

GE GE AEROSPACE9.2K shares-0.99%2025-09-302025-11-10

VRTX VERTEX PHARMACEUTICALS6.9K shares0.00%2025-09-302025-11-10

VIG VANGUARD DVD12.3K shares191.49%2025-09-302025-11-10

TWEEDY BRN GLOBAL VALUE TWEEDY BRN GLOBAL VALUE83.7K shares-2.82%2025-09-302025-11-10

PG PROCTER & GAMBLE16.5K shares-0.04%2025-09-302025-11-10

BTO J.HANCOCK FINL OPP FUND69.0K shares-4.51%2025-09-302025-11-10

BRK.B BERKSHIRE HATHAWAY CL B4.9K shares1.29%2025-09-302025-11-10

FA FIRST ADVANTAGE158.2K shares43.11%2025-09-302025-11-10

Sponsored

ALTRIA GROUP ALTRIA GROUP36.2K shares-1.02%2025-09-302025-11-10

VDE VANGUARD ENERGY ETF18.9K shares-0.18%2025-09-302025-11-10

EXELIXIS EXELIXIS57.5K shares0.70%2025-09-302025-11-10

NVO NOVO NORDISK42.6K shares2.86%2025-09-302025-11-10

AMCOR AMCOR283.2K shares67.93%2025-09-302025-11-10

GOLDMAN SACHS GROUP INC GOLDMAN SACHS GROUP INC2.9K shares-0.17%2025-09-302025-11-10

CHD CHURCH & DWIGHT25.7K shares-10.05%2025-09-302025-11-10

IVV ISHARES S&P 5003.3K shares-5.15%2025-09-302025-11-10

Sponsored

VTV VANGUARD VALUE ETF11.1K shares-1.33%2025-09-302025-11-10

PALANTIR TECH PALANTIR TECH11.0K shares16.48%2025-09-302025-11-10

MCD MCDONALDS6.6K shares2.55%2025-09-302025-11-10

VEA VANGUARD FTSE DEV MKT33.3K shares16.14%2025-09-302025-11-10

GWW GRAINGER WW2.0K shares0.00%2025-09-302025-11-10

ADAMS NATURAL RESOURCES ADAMS NATURAL RESOURCES88.3K shares-3.14%2025-09-302025-11-10

KO COCA COLA28.2K shares0.14%2025-09-302025-11-10

IBM IBM6.4K shares-12.39%2025-09-302025-11-10

Sponsored

IJH ISHARES S&P 400 MIDCAP ETF27.2K shares2.69%2025-09-302025-11-10

MDLZ MONDELEZ INTL INC27.8K shares-1.74%2025-09-302025-11-10

ADP AUTOMATIC DATA PROCESSNG5.7K shares0.00%2025-09-302025-11-10

VYM VANGUARD HIGH DIVIDEND YIELD11.5K shares-36.69%2025-09-302025-11-10

CME GROUP CME GROUP5.7K shares4.28%2025-09-302025-11-10

BRK.A BERKSHIRE HATHAWAY A2 shares100.00%2025-09-302025-11-10

TESLA MOTORS TESLA MOTORS3.3K shares73.21%2025-09-302025-11-10

WAT WATERS CORP4.9K shares-5.51%2025-09-302025-11-10

Sponsored

WMT WAL-MART13.8K shares1.30%2025-09-302025-11-10

PANW PALO ALTO NETWORKS6.9K shares1.47%2025-09-302025-11-10

EMR EMERSON ELECTRIC10.5K shares0.00%2025-09-302025-11-10

GEV GE VERNOVA2.2K shares0.97%2025-09-302025-11-10

MMM 3M COMPANY8.6K shares0.24%2025-09-302025-11-10

T ROWE PRICE EQ INDEX 500 T ROWE PRICE EQ INDEX 5007.5K shares0.00%2025-09-302025-11-10

VAN WELLINGTON ADM #571 VAN WELLINGTON ADM #57115.9K shares-18.94%2025-09-302025-11-10

PFE PFIZER51.3K shares-7.32%2025-09-302025-11-10

Sponsored

ITOT ISHARES CORE S&P TOTAL US8.9K shares1.08%2025-09-302025-11-10

YUM YUM BRANDS8.2K shares-0.61%2025-09-302025-11-10

IQVIA HOLDINGS IQVIA HOLDINGS6.4K shares0.00%2025-09-302025-11-10

INCYTE CORP INCYTE CORP14.3K shares0.00%2025-09-302025-11-10

INTC INTEL36.1K shares-5.87%2025-09-302025-11-10

WFC WELLS FARGO & CO14.3K shares-0.33%2025-09-302025-11-10

NAVIENT CORP NAVIENT CORP90.9K shares-13.19%2025-09-302025-11-10

TXN TEXAS INSTR6.3K shares3.02%2025-09-302025-11-10

Sponsored

VANGUARD SMALL CAP INDEX VANGUARD SMALL CAP INDEX9.4K shares-1.00%2025-09-302025-11-10

CTSH COGNIZANT CL A16.8K shares-2.17%2025-09-302025-11-10

NSC NORFOLK SOUTHERN3.7K shares7.05%2025-09-302025-11-10

VXUS VANGUARD TOTAL INTL STOCK15.0K shares323.90%2025-09-302025-11-10

ROCHE HLDG LTD ADR ROCHE HLDG LTD ADR26.3K shares0.00%2025-09-302025-11-10

CAT CATERPILLER2.3K shares0.00%2025-09-302025-11-10

RTX CORP RTX CORP6.5K shares-1.27%2025-09-302025-11-10

IONS IONIS PHARMACEUTICALS16.6K shares0.00%2025-09-302025-11-10

Sponsored

SCHWAB LARGE-CAP INDEX MF SCHWAB LARGE-CAP INDEX MF61.9K shares493.82%2025-09-302025-11-10

VANGUARD MID CAP ADM VANGUARD MID CAP ADM2.9K shares1.95%2025-09-302025-11-10

BMO BANK OF MONTREAL8.2K shares0.00%2025-09-302025-11-10

OSK OSHKOSH TRUCK8.1K shares-39.23%2025-09-302025-11-10

COF CAP ONE FINANCIAL4.7K shares-7.00%2025-09-302025-11-10

AVUV AVANTIS US SMALL CAP ETF10.0K shares350.74%2025-09-302025-11-10

MERCK MERCK11.8K shares-1.28%2025-09-302025-11-10

COMCAST CORP CL A COMCAST CORP CL A30.3K shares-2.33%2025-09-302025-11-10

Sponsored

VANGUARD GROWTH INDEX-ADM VANGUARD GROWTH INDEX-ADM3.7K shares-2.21%2025-09-302025-11-10

HUBB HUBBELL2.1K shares0.00%2025-09-302025-11-10

CL COLGATE-PALMOLIVE11.4K shares-5.09%2025-09-302025-11-10

VRSN VERISIGN INC3.2K shares-2.41%2025-09-302025-11-10

UNIVERSAL DISPLAY CORP UNIVERSAL DISPLAY CORP5.9K shares0.00%2025-09-302025-11-10

VLTO VERALTO CORP7.7K shares-2.34%2025-09-302025-11-10

LIN LINDE PUBLIC LTD1.7K shares0.00%2025-09-302025-11-10

JANUS HENDERSON FORTY FUND CLA JANUS HENDERSON FORTY FUND CLA13.5K shares0.00%2025-09-302025-11-10

Sponsored

VANGUARD TAX-MANAGED CAPITAL A VANGUARD TAX-MANAGED CAPITAL A2.3K shares0.00%2025-09-302025-11-10

NVS NOVARTIS6.1K shares0.00%2025-09-302025-11-10

USB US BANCORP DEL16.0K shares0.00%2025-09-302025-11-10

FIDELITY 500 INDEX FIDELITY 500 INDEX3.3K shares0.00%2025-09-302025-11-10

SPDR S&P REGIONAL BANK ETF SPDR S&P REGIONAL BANK ETF11.9K shares-0.73%2025-09-302025-11-10

SCHD SCHWAB US DVD EQUITY ETF27.6K shares4.60%2025-09-302025-11-10

WEC ENERGY GROUP I WEC ENERGY GROUP I6.4K shares3.64%2025-09-302025-11-10

BLK BLACKROCK619 shares-1.12%2025-09-302025-11-10

Sponsored

NESTLE S.A. NESTLE S.A.7.8K shares-1.07%2025-09-302025-11-10

T ROWE PR BLUE CHIP GROW-I T ROWE PR BLUE CHIP GROW-I3.2K shares0.00%2025-09-302025-11-10

C CITIGROUP6.9K shares0.01%2025-09-302025-11-10

S&P MIDCAP 400 S&P MIDCAP 4001.2K shares52.05%2025-09-302025-11-10

PHO INVESCO WATER RESOURCES9.0K shares0.00%2025-09-302025-11-10

ETN EATON CORP1.7K shares0.00%2025-09-302025-11-10

APD AIR PRODUCTS & CHEM2.3K shares0.00%2025-09-302025-11-10

VANGUARD INST INDEX VANGUARD INST INDEX1.1K shares-8.15%2025-09-302025-11-10

Sponsored

DELL DELL4.3K shares19.33%2025-09-302025-11-10

MMC MARSH & MCLENNAN3.0K shares0.00%2025-09-302025-11-10

IDEXX LABS IDEXX LABS934 shares0.00%2025-09-302025-11-10

ALNYLAM PHARMACEUTICALS ALNYLAM PHARMACEUTICALS1.3K shares0.00%2025-09-302025-11-10

TOTAL MARKETS EQUITY POOL TOTAL MARKETS EQUITY POOL9.2K shares14.92%2025-09-302025-11-10

ACN ACCENTURE PLC2.4K shares0.00%2025-09-302025-11-10

DOV DOVER3.5K shares-0.82%2025-09-302025-11-10

BAC BANK OF AMERICA11.3K shares2.43%2025-09-302025-11-10

Sponsored

SPDR S&P BANK ETF SPDR S&P BANK ETF9.7K shares-0.17%2025-09-302025-11-10

BRC BRADY CORP7.2K shares0.00%2025-09-302025-11-10

DCI DONALDSON6.6K shares0.00%2025-09-302025-11-10

SCHG SCHWAB US LARGE CAP GWTH ETF16.9K shares0.34%2025-09-302025-11-10

MGE ENERGY MGE ENERGY6.3K shares0.30%2025-09-302025-11-10

UPS UNITED PARCEL6.1K shares-26.74%2025-09-302025-11-10

XLK AMEX TECHNOLOGY SPDR1.8K shares-73.71%2025-09-302025-11-10

HSIC HENRY SCHEIN7.6K shares-6.76%2025-09-302025-11-10

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BWXT BWX TECHNOLOGIES1.9K shares7.10%2025-09-302025-11-10

WASATCH SMALL CAP VALUE FD WASATCH SMALL CAP VALUE FD35.4K shares0.00%2025-09-302025-11-10

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AXP AMERICAN EXPRESS937 shares0.00%2025-09-302025-11-10

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EQUINIX INC EQUINIX INC328 shares18.41%2025-09-302025-11-10

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CCI CROWN CASTLE INTL CORP2.6K shares0.00%2025-09-302025-11-10

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PUTNAM GROWTH OPPTY CL A PUTNAM GROWTH OPPTY CL A3.1K shares-7.83%2025-09-302025-11-10

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SPDR PORTFOLIO 500 GROWTH ETF SPDR PORTFOLIO 500 GROWTH ETF2.0K sharesnew addition2025-09-302025-11-10

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FIDELITY SELECT TECH FIDELITY SELECT TECH4.7K sharesnew addition2025-09-302025-11-10

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GD GENERAL DYNAMICS594 sharesnew addition2025-09-302025-11-10

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WASATCH MICRO CAP VALUE FD WASATCH MICRO CAP VALUE FD19.1K shares0.00%2025-09-302025-11-10

FRANKLIN INCOME FRANKLIN INCOME27.6K shares0.00%2025-09-302025-11-10

CIM REAL ESTATE FINANCE TRUST CIM REAL ESTATE FINANCE TRUST12.0K shares0.00%2025-09-302025-11-10

ATNM ACTINIUM PHARMACEUTICALS20.0K shares0.00%2025-09-302025-11-10

LXRX LEXICON PHARMACEUTICAL11.5K shares0.00%2025-09-302025-11-10

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UNITED ENERGY UNITED ENERGY20.0K sharesnew addition2025-09-302025-11-10

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MEDICINE MAN TECHNOLOGIES MEDICINE MAN TECHNOLOGIES281.7K shares0.00%2025-09-302025-11-10

EQUATORIALE HOLDINGS PTE EQUATORIALE HOLDINGS PTE17.0K shares0.00%2025-09-302025-11-10

MARYJANE GROUP MARYJANE GROUP2.6M shares0.00%2025-09-302025-11-10

SWIBER HOLDINGS LTD SWIBER HOLDINGS LTD17.0K shares0.00%2025-09-302025-11-10

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Put Option Holdings

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