The Analysis of BAKER TILLY WEALTH MANAGEMENT, LLC's Holdings
Currently, BAKER TILLY WEALTH MANAGEMENT, LLC holds 284 types of securities in its portfolio with a total value $405.8M. In the most recent quarter, they have increased their positions in N/A (+97.1K shares, valued at $6.4M), PVAL (+76.4K shares, valued at $3.5M), NFLX (+27.8K shares, valued at $2.6M); decreased their positions in DFAT (-176.9K shares, valued at $10.5M), DFAC (-199.2K shares, valued at $7.9M), DFIV (-148.7K shares, valued at $7.4M); initiated new positions in N/A (+97.1K shares, valued at $6.4M), N/A (+17.1K shares, valued at $1.1M), EVTR (+16.4K shares, valued at $842.3K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
PVAL PUTNAM ETF TRUST460.1K shares19.92%2025-12-312026-01-08
NVDA NVIDIA CORPORATION67.3K shares2.79%2025-12-312026-01-08 DFAT DIMENSIONAL ETF TRUST172.7K shares-50.60%2025-12-312026-01-08 MSFT MICROSOFT CORP19.4K shares2.18%2025-12-312026-01-08 DFIV DIMENSIONAL ETF TRUST168.9K shares-46.82%2025-12-312026-01-08 GLDM WORLD GOLD TR97.4K shares6.50%2025-12-312026-01-08 DFUV DIMENSIONAL ETF TRUST165.4K shares-46.77%2025-12-312026-01-08 AAPL APPLE INC28.3K shares9.01%2025-12-312026-01-08 ALPHABET INC ALPHABET INC24.4K shares-1.44%2025-12-312026-01-08 IJH ISHARES TR103.6K shares-7.10%2025-12-312026-01-08 DYNF BLACKROCK ETF TRUST111.4K shares62.42%2025-12-312026-01-08 JMUB J P MORGAN EXCHANGE TRADED F132.3K shares18.00%2025-12-312026-01-08 AMZN AMAZON COM INC28.0K shares4.49%2025-12-312026-01-08 DFAC DIMENSIONAL ETF TRUST162.2K shares-55.12%2025-12-312026-01-08 META META PLATFORMS INC8.5K shares4.21%2025-12-312026-01-08 TSLA TESLA INC11.5K shares2.53%2025-12-312026-01-08 ITOT ISHARES TR33.8K shares-37.93%2025-12-312026-01-08 GLD SPDR GOLD TR12.6K shares-32.45%2025-12-312026-01-08 DFUS DIMENSIONAL ETF TRUST66.9K shares-48.77%2025-12-312026-01-08 V VISA INC10.9K shares-3.45%2025-12-312026-01-08 PLTR PALANTIR TECHNOLOGIES INC21.4K shares-3.77%2025-12-312026-01-08 VGIT VANGUARD SCOTTSDALE FDS61.6K shares-46.26%2025-12-312026-01-08 IWF ISHARES TR7.6K shares35.02%2025-12-312026-01-08 ALPHABET INC ALPHABET INC10.7K shares6.10%2025-12-312026-01-08 VO VANGUARD INDEX FDS11.5K shares26.92%2025-12-312026-01-08 BROADCOM INC BROADCOM INC9.2K shares8.69%2025-12-312026-01-08 ORCL ORACLE CORP16.3K shares-6.29%2025-12-312026-01-08 JPM JPMORGAN CHASE & CO.9.2K shares-4.77%2025-12-312026-01-08 SPYG SPDR SERIES TRUST27.6K shares24.12%2025-12-312026-01-08 NFLX NETFLIX INC31.0K shares877.97%2025-12-312026-01-08 AVDV AMERICAN CENTY ETF TR30.6K shares-48.90%2025-12-312026-01-08 BA BOEING CO12.4K shares2.67%2025-12-312026-01-08 DFAS DIMENSIONAL ETF TRUST36.4K shares-50.62%2025-12-312026-01-08 IVV ISHARES TR3.3K shares-12.10%2025-12-312026-01-08 XOM EXXON MOBIL CORP18.4K shares1.03%2025-12-312026-01-08 AVUV AMERICAN CENTY ETF TR20.8K shares-45.42%2025-12-312026-01-08 JNJ JOHNSON & JOHNSON10.2K shares10.98%2025-12-312026-01-08 VBR VANGUARD INDEX FDS9.1K shares-52.24%2025-12-312026-01-08 DIS DISNEY WALT CO15.9K shares0.09%2025-12-312026-01-08 SHOP SHOPIFY INC11.2K shares-11.52%2025-12-312026-01-08 IDEV ISHARES TR19.4K shares-49.91%2025-12-312026-01-08 LLY ELI LILLY & CO1.5K shares-0.20%2025-12-312026-01-08 WMB WILLIAMS COS INC26.5K shares17.19%2025-12-312026-01-08 VMC VULCAN MATLS CO5.3K shares-0.41%2025-12-312026-01-08 CRM SALESFORCE INC5.6K shares27.01%2025-12-312026-01-08 BSVO EA SERIES TRUST62.9K shares-57.23%2025-12-312026-01-08 DFGR DIMENSIONAL ETF TRUST54.4K shares-40.18%2025-12-312026-01-08 VRTX VERTEX PHARMACEUTICALS INC3.1K shares0.91%2025-12-312026-01-08 MNST MONSTER BEVERAGE CORP NEW18.0K shares0.69%2025-12-312026-01-08 PG PROCTER AND GAMBLE CO9.3K shares3.79%2025-12-312026-01-08 TXN TEXAS INSTRS INC7.6K shares36.39%2025-12-312026-01-08 ADSK AUTODESK INC4.3K shares0.45%2025-12-312026-01-08 VUG VANGUARD INDEX FDS2.6K shares9.13%2025-12-312026-01-08 KO COCA COLA CO18.1K shares5.28%2025-12-312026-01-08 HD HOME DEPOT INC3.6K shares-0.39%2025-12-312026-01-08 APD AIR PRODS & CHEMS INC5.0K shares86.26%2025-12-312026-01-08 HLT HILTON WORLDWIDE HLDGS INC4.2K shares-14.07%2025-12-312026-01-08 AXP AMERICAN EXPRESS CO3.2K shares15.72%2025-12-312026-01-08 COF CAPITAL ONE FINL CORP4.8K shares0.49%2025-12-312026-01-08 ABBV ABBVIE INC5.0K shares4.16%2025-12-312026-01-08 DFAE DIMENSIONAL ETF TRUST34.7K shares-70.71%2025-12-312026-01-08 BIL SPDR SERIES TRUST12.3K shares6.51%2025-12-312026-01-08 UNILEVER PLC UNILEVER PLC17.1K sharesnew addition2025-12-312026-01-08 BDX BECTON DICKINSON & CO5.7K shares-2.89%2025-12-312026-01-08 RTX RTX CORPORATION6.0K shares-14.70%2025-12-312026-01-08 QCOM QUALCOMM INC6.4K shares1.01%2025-12-312026-01-08 DFAX DIMENSIONAL ETF TRUST33.2K shares-48.43%2025-12-312026-01-08 SCHD SCHWAB STRATEGIC TR39.4K shares-0.09%2025-12-312026-01-08 UNP UNION PAC CORP4.6K shares1.38%2025-12-312026-01-08 ADP AUTOMATIC DATA PROCESSING IN4.2K shares190.15%2025-12-312026-01-08 DFSD DIMENSIONAL ETF TRUST22.0K shares-58.17%2025-12-312026-01-08 CVS CVS HEALTH CORP13.2K shares-0.46%2025-12-312026-01-08 SBUX STARBUCKS CORP12.4K shares-1.34%2025-12-312026-01-08 BAC BANK AMERICA CORP18.7K shares2.01%2025-12-312026-01-08 HELO J P MORGAN EXCHANGE TRADED F15.5K shares0.00%2025-12-312026-01-08 FCX FREEPORT-MCMORAN INC20.1K shares4.84%2025-12-312026-01-08 REGN REGENERON PHARMACEUTICALS1.3K shares1.79%2025-12-312026-01-08 CBRE CBRE GROUP INC6.3K shares39.09%2025-12-312026-01-08 VTIP VANGUARD MALVERN FDS20.1K shares-52.92%2025-12-312026-01-08 MET METLIFE INC12.5K shares0.06%2025-12-312026-01-08 WFC WELLS FARGO CO NEW10.2K shares2.05%2025-12-312026-01-08 SPYM SPDR SERIES TRUST11.8K shares-7.02%2025-12-312026-01-08 IEMG ISHARES INC14.0K shares-39.05%2025-12-312026-01-08 PSLV SPROTT ASSET MANAGEMENT LP39.4K shares0.00%2025-12-312026-01-08 CMCSA COMCAST CORP NEW31.0K shares-3.58%2025-12-312026-01-08 SPYV SPDR SERIES TRUST16.2K shares5.71%2025-12-312026-01-08 GE AEROSPACE GE AEROSPACE3.0K shares2.19%2025-12-312026-01-08 MA MASTERCARD INCORPORATED1.6K shares0.44%2025-12-312026-01-08 AMT AMERICAN TOWER CORP NEW5.2K shares5.66%2025-12-312026-01-08 VTV VANGUARD INDEX FDS4.8K shares-16.05%2025-12-312026-01-08 HEI.A HEICO CORP NEW3.6K shares-9.40%2025-12-312026-01-08 ENB ENBRIDGE INC18.8K shares-33.75%2025-12-312026-01-08 SPDW SPDR INDEX SHS FDS20.1K shares7.72%2025-12-312026-01-08 VZ VERIZON COMMUNICATIONS INC21.8K shares-24.53%2025-12-312026-01-08 ISRG INTUITIVE SURGICAL INC1.5K shares17.66%2025-12-312026-01-08 VTI VANGUARD INDEX FDS2.5K shares15.05%2025-12-312026-01-08 EVTR MORGAN STANLEY ETF TRUST16.4K sharesnew addition2025-12-312026-01-08 BN BROOKFIELD CORP18.0K shares23.47%2025-12-312026-01-08 WMT WALMART INC7.4K shares43.01%2025-12-312026-01-08 TDG TRANSDIGM GROUP INC618 shares-16.37%2025-12-312026-01-08 AZN ASTRAZENECA PLC8.9K shares-8.10%2025-12-312026-01-08 LINDE PLC LINDE PLC1.9K shares-11.57%2025-12-312026-01-08 TRV TRAVELERS COMPANIES INC2.8K shares-10.63%2025-12-312026-01-08 TMO THERMO FISHER SCIENTIFIC INC1.4K shares8.32%2025-12-312026-01-08 IBM INTERNATIONAL BUSINESS MACHS2.6K shares-1.74%2025-12-312026-01-08 IVW ISHARES TR6.3K shares33.15%2025-12-312026-01-08 TMUS T-MOBILE US INC3.8K shares-0.96%2025-12-312026-01-08 CVX CHEVRON CORP NEW5.0K shares-2.02%2025-12-312026-01-08 HLN HALEON PLC75.9K shares4.41%2025-12-312026-01-08 IBIT ISHARES BITCOIN TRUST ETF15.2K sharesnew addition2025-12-312026-01-08 ORLY OREILLY AUTOMOTIVE INC8.3K shares-14.68%2025-12-312026-01-08 KKR & CO INC KKR & CO INC5.9K shares-0.36%2025-12-312026-01-08 SRE SEMPRA8.4K shares-39.22%2025-12-312026-01-08 WM WASTE MGMT INC DEL3.3K shares-1.64%2025-12-312026-01-08 VICR VICOR CORP6.5K shares0.00%2025-12-312026-01-08 NOC NORTHROP GRUMMAN CORP1.2K shares-8.75%2025-12-312026-01-08 SCHB SCHWAB STRATEGIC TR26.6K shares0.13%2025-12-312026-01-08 AVB AVALONBAY CMNTYS INC3.8K shares-4.91%2025-12-312026-01-08 CWI SPDR INDEX SHS FDS19.3K shares0.00%2025-12-312026-01-08 PSA PUBLIC STORAGE OPER CO2.7K shares19.43%2025-12-312026-01-08 BINC BLACKROCK ETF TRUST II12.8K sharesnew addition2025-12-312026-01-08 NVO NOVO-NORDISK A S13.2K shares-9.50%2025-12-312026-01-08 JPST J P MORGAN EXCHANGE TRADED F13.1K shares135.26%2025-12-312026-01-08 DFAU DIMENSIONAL ETF TRUST14.1K shares-42.43%2025-12-312026-01-08 VTEB VANGUARD MUN BD FDS13.1K shares-39.31%2025-12-312026-01-08 SPY SPDR S&P 500 ETF TR948 shares2.16%2025-12-312026-01-08 LYV LIVE NATION ENTERTAINMENT IN4.4K shares9.06%2025-12-312026-01-08 LHX L3HARRIS TECHNOLOGIES INC2.1K shares-11.49%2025-12-312026-01-08 DFSV DIMENSIONAL ETF TRUST19.1K shares-49.96%2025-12-312026-01-08 MLM MARTIN MARIETTA MATLS INC1.0K shares2.45%2025-12-312026-01-08 CAT CATERPILLAR INC1.1K shares-7.16%2025-12-312026-01-08 MMC MARSH & MCLENNAN COS INC3.3K shares19.04%2025-12-312026-01-08 AMP AMERIPRISE FINL INC1.2K shares18.82%2025-12-312026-01-08 PM PHILIP MORRIS INTL INC3.7K shares10.13%2025-12-312026-01-08 EXPD EXPEDITORS INTL WASH INC4.0K shares0.43%2025-12-312026-01-08 VCIT VANGUARD SCOTTSDALE FDS6.9K shares-2.47%2025-12-312026-01-08 GDX VANECK ETF TRUST6.6K shares0.34%2025-12-312026-01-08 MSCI MSCI INC981 shares0.10%2025-12-312026-01-08 NVS NOVARTIS AG4.1K shares-0.92%2025-12-312026-01-08 EXAS EXACT SCIENCES CORP5.5K shares0.00%2025-12-312026-01-08 EFA ISHARES TR5.8K shares6.76%2025-12-312026-01-08 IDXX IDEXX LABS INC811 shares-6.13%2025-12-312026-01-08 CSCO CISCO SYS INC7.1K shares7.89%2025-12-312026-01-08 VXUS VANGUARD STAR FDS6.8K shares2.78%2025-12-312026-01-08 LOW LOWES COS INC2.1K shares13.95%2025-12-312026-01-08 CSGP COSTAR GROUP INC7.5K shares-3.29%2025-12-312026-01-08 MKL MARKEL GROUP INC233 shares-9.34%2025-12-312026-01-08 YUM YUM BRANDS INC3.3K shares0.67%2025-12-312026-01-08 DE DEERE & CO1.1K shares0.47%2025-12-312026-01-08 SEIC SEI INVTS CO6.0K shares-0.02%2025-12-312026-01-08 ARES ARES MANAGEMENT CORPORATION3.0K shares4.62%2025-12-312026-01-08 AMGN AMGEN INC1.5K shares1.73%2025-12-312026-01-08 MS MORGAN STANLEY2.7K shares6.95%2025-12-312026-01-08 EFV ISHARES TR6.7K shares30.14%2025-12-312026-01-08 DFAI DIMENSIONAL ETF TRUST12.5K shares-38.87%2025-12-312026-01-08 PEP PEPSICO INC3.3K shares11.06%2025-12-312026-01-08 VB VANGUARD INDEX FDS1.8K shares12.19%2025-12-312026-01-08 IVE ISHARES TR2.1K shares47.12%2025-12-312026-01-08 SPEM SPDR INDEX SHS FDS9.6K shares9.96%2025-12-312026-01-08 SHYG ISHARES TR10.4K shares-5.11%2025-12-312026-01-08 SCHG SCHWAB STRATEGIC TR13.7K shares0.10%2025-12-312026-01-08 GEV GE VERNOVA INC683 shares12.15%2025-12-312026-01-08 MCD MCDONALDS CORP1.5K shares9.99%2025-12-312026-01-08 TSM TAIWAN SEMICONDUCTOR MFG LTD1.4K shares12.93%2025-12-312026-01-08 MPC MARATHON PETE CORP2.6K shares0.77%2025-12-312026-01-08 FICO FAIR ISAAC CORP249 shares-4.60%2025-12-312026-01-08 IUSV ISHARES TR4.0K shares-47.65%2025-12-312026-01-08 GOVT ISHARES TR17.6K shares-5.51%2025-12-312026-01-08 PNC PNC FINL SVCS GROUP INC1.9K shares-2.25%2025-12-312026-01-08 GM GENERAL MTRS CO4.9K shares3.74%2025-12-312026-01-08 ILMN ILLUMINA INC3.0K shares0.47%2025-12-312026-01-08 VEEV VEEVA SYS INC1.8K shares11.34%2025-12-312026-01-08 ODFL OLD DOMINION FREIGHT LINE IN2.5K shares9.44%2025-12-312026-01-08 IEFA ISHARES TR4.3K shares0.07%2025-12-312026-01-08 DTE DTE ENERGY CO3.0K shares-0.87%2025-12-312026-01-08 ROP ROPER TECHNOLOGIES INC857 shares-1.49%2025-12-312026-01-08 EPAM EPAM SYS INC1.9K shares-18.52%2025-12-312026-01-08 NEE NEXTERA ENERGY INC4.7K sharesnew addition2025-12-312026-01-08 COST COSTCO WHSL CORP NEW437 shares-2.02%2025-12-312026-01-08 AWK AMERICAN WTR WKS CO INC NEW2.9K shares-0.38%2025-12-312026-01-08 ASML ASML HOLDING N V339 shares38.93%2025-12-312026-01-08 AES AES CORP24.9K shares-4.03%2025-12-312026-01-08 AIG AMERICAN INTL GROUP INC4.2K shares-1.86%2025-12-312026-01-08 AME AMETEK INC1.7K shares4.51%2025-12-312026-01-08 SPSM SPDR SERIES TRUST7.5K shares9.90%2025-12-312026-01-08 ESGU ISHARES TR2.4K shares0.00%2025-12-312026-01-08 LUV SOUTHWEST AIRLS CO8.5K shares-9.73%2025-12-312026-01-08 GILD GILEAD SCIENCES INC2.9K shares13.44%2025-12-312026-01-08 PLNT PLANET FITNESS INC3.2K shares-0.03%2025-12-312026-01-08 UNH UNITEDHEALTH GROUP INC1.1K shares0.10%2025-12-312026-01-08 FDS FACTSET RESH SYS INC1.2K shares1.56%2025-12-312026-01-08 NKE NIKE INC5.3K shares1.20%2025-12-312026-01-08 GLW CORNING INC3.8K shares-15.61%2025-12-312026-01-08 DOV DOVER CORP1.7K shares4.51%2025-12-312026-01-08 LPLA LPL FINL HLDGS INC918 shares0.33%2025-12-312026-01-08 FTI TECHNIPFMC PLC7.4K shares-0.46%2025-12-312026-01-08 MCHI ISHARES TR5.4K shares0.00%2025-12-312026-01-08 SAP SAP SE1.3K shares-4.28%2025-12-312026-01-08 DFEM DIMENSIONAL ETF TRUST9.8K shares-36.56%2025-12-312026-01-08 BMY BRISTOL-MYERS SQUIBB CO5.8K shares-10.92%2025-12-312026-01-08 INTU INTUIT473 shares-0.63%2025-12-312026-01-08 WDAY WORKDAY INC1.5K shares-19.19%2025-12-312026-01-08 DPZ DOMINOS PIZZA INC744 shares0.27%2025-12-312026-01-08 VNQ VANGUARD INDEX FDS3.5K shares-50.00%2025-12-312026-01-08 ABT ABBOTT LABS2.4K shares-29.23%2025-12-312026-01-08 DMLP DORCHESTER MINERALS LP13.5K shares2.87%2025-12-312026-01-08 SONY SONY GROUP CORP11.7K shares3.64%2025-12-312026-01-08 STZ CONSTELLATION BRANDS INC2.2K shares-6.77%2025-12-312026-01-08 PYPL PAYPAL HLDGS INC5.1K shares0.35%2025-12-312026-01-08 THC TENET HEALTHCARE CORP1.5K shares-13.37%2025-12-312026-01-08 MCO MOODYS CORP572 shares4.19%2025-12-312026-01-08 SPTL SPDR SERIES TRUST11.0K shares13.67%2025-12-312026-01-08 SPMB SPDR SERIES TRUST13.0K shares-6.02%2025-12-312026-01-08 GWW WW GRAINGER INC281 shares1.44%2025-12-312026-01-08 PFE PFIZER INC11.4K shares14.59%2025-12-312026-01-08 TT TRANE TECHNOLOGIES PLC716 shares-27.82%2025-12-312026-01-08 CMI CUMMINS INC539 shares2.28%2025-12-312026-01-08 ADBE ADOBE INC786 shares-8.92%2025-12-312026-01-08 AJG GALLAGHER ARTHUR J & CO1.1K shares2.42%2025-12-312026-01-08 CDW CDW CORP1.9K shares3.19%2025-12-312026-01-08 CSX CSX CORP7.2K shares15.68%2025-12-312026-01-08 PCG PG&E CORP16.1K sharesnew addition2025-12-312026-01-08 AMD ADVANCED MICRO DEVICES INC1.2K sharesnew addition2025-12-312026-01-08 CPRT COPART INC6.5K shares-2.66%2025-12-312026-01-08 EFG ISHARES TR2.2K sharesnew addition2025-12-312026-01-08 BRO BROWN & BROWN INC3.1K shares-5.89%2025-12-312026-01-08 QUAL ISHARES TR1.3K sharesnew addition2025-12-312026-01-08 ADI ANALOG DEVICES INC919 shares3.37%2025-12-312026-01-08 VNQI VANGUARD INTL EQUITY INDEX F5.4K shares-50.00%2025-12-312026-01-08 DEO DIAGEO PLC2.8K shares-5.33%2025-12-312026-01-08 DHR DANAHER CORPORATION1.1K sharesnew addition2025-12-312026-01-08 TPR TAPESTRY INC1.9K sharesnew addition2025-12-312026-01-08 NOW SERVICENOW INC1.5K shares432.41%2025-12-312026-01-08 IBDR ISHARES TR9.8K shares0.00%2025-12-312026-01-08 AFL AFLAC INC2.1K shares1.67%2025-12-312026-01-08 ENTG ENTEGRIS INC2.8K shares0.04%2025-12-312026-01-08 CNC CENTENE CORP DEL5.7K shares-5.87%2025-12-312026-01-08 FAST FASTENAL CO5.8K shares-4.84%2025-12-312026-01-08 H HYATT HOTELS CORP1.4K shares0.63%2025-12-312026-01-08 TJX TJX COS INC NEW1.5K sharesnew addition2025-12-312026-01-08 BSX BOSTON SCIENTIFIC CORP2.4K shares-6.13%2025-12-312026-01-08 EQT CORP EQT CORP4.2K shares-29.93%2025-12-312026-01-08 STT STATE STR CORP1.7K sharesnew addition2025-12-312026-01-08 OMC OMNICOM GROUP INC2.7K sharesnew addition2025-12-312026-01-08 ESGD ISHARES TR2.3K shares0.00%2025-12-312026-01-08 ACGL ARCH CAP GROUP LTD2.3K shares0.04%2025-12-312026-01-08 AEM AGNICO EAGLE MINES LTD1.3K sharesnew addition2025-12-312026-01-08 MUFG MITSUBISHI UFJ FINL GROUP IN13.9K shares16.11%2025-12-312026-01-08 GS GOLDMAN SACHS GROUP INC248 sharesnew addition2025-12-312026-01-08 PH PARKER-HANNIFIN CORP248 sharesnew addition2025-12-312026-01-08 SCHF SCHWAB STRATEGIC TR9.0K shares0.62%2025-12-312026-01-08 CENCORA INC CENCORA INC634 sharesnew addition2025-12-312026-01-08 MCK MCKESSON CORP261 sharesnew addition2025-12-312026-01-08 AMAT APPLIED MATLS INC823 shares-31.98%2025-12-312026-01-08 SNPS SYNOPSYS INC450 shares-1.96%2025-12-312026-01-08 CB CHUBB LIMITED676 sharesnew addition2025-12-312026-01-08 COP CONOCOPHILLIPS2.3K sharesnew addition2025-12-312026-01-08 SAN BANCO SANTANDER SA17.9K shares0.40%2025-12-312026-01-08 DUSB DIMENSIONAL ETF TRUST4.1K shares1.30%2025-12-312026-01-08 HSBC HSBC HLDGS PLC2.7K sharesnew addition2025-12-312026-01-08 HDV ISHARES TR1.7K shares0.06%2025-12-312026-01-08 RSG REPUBLIC SVCS INC969 shares0.83%2025-12-312026-01-08 ETH GRAYSCALE ETHEREUM MINI TR E7.1K sharesnew addition2025-12-312026-01-08 DH DEFINITIVE HEALTHCARE CORP60.1K shares0.00%2025-12-312026-01-08 CCC CCC INTELLIGENT SOLUTIONS HL18.1K shares1.18%2025-12-312026-01-08 OSS ONE STOP SYS INC20.0K shares0.00%2025-12-312026-01-08 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available