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Name Holding Trade Value Shares
Change
Change in
Stake
Balentine LLC
2026
Balentine LLC
Georgia
– -$869K -3,608 Closed
IFU
2027
iSAM Funds (UK)
United Kingdom
– -$846K -3,513 Closed
VEA
2028
Virtus ETF Advisers
New York
– -$720K -2,991 Closed
IFG Advisory
2029
IFG Advisory
Georgia
– -$679K -2,820 Closed
CC
2030
Cipher Capital
New York
– -$583K -2,419 Closed
Maverick Capital
2031
Maverick Capital
Texas
– -$498K -2,067 Closed
PAG
2032
Private Advisory Group
Washington
– -$481K -1,998 Closed
JSA
2033
Jacobson & Schmitt Advisors
Wisconsin
– -$473K -1,963 Closed
OA
2034
Oxbow Advisors
Texas
– -$458K -1,900 Closed
EIP
2035
Easterly Investment Partners
Massachusetts
– -$403K -1,671 Closed
Jarislowsky, Fraser Ltd
2036
Jarislowsky, Fraser Ltd
Quebec, Canada
– -$390K -1,619 Closed
Ontario Teachers' Pension Plan Board
2037
Ontario Teachers' Pension Plan Board
Ontario, Canada
– -$381K -1,582 Closed
SWA
2038
Stratos Wealth Advisors
Ohio
– -$374K -1,551 Closed
DFCM
2039
Dark Forest Capital Management
Puerto Rico
– -$338K -1,403 Closed
AR
2040
Advisory Research
Illinois
– -$333K -1,381 Closed
ACM
2041
Alethea Capital Management
Washington
– -$325K -1,350 Closed
BWFA
2042
Baltimore-Washington Financial Advisors
Maryland
– -$315K -1,306 Closed
OHWA
2043
Oak Hill Wealth Advisors
Virginia
– -$355K -1,300 Closed
Meridian Wealth Management
2044
Meridian Wealth Management
Kentucky
– -$307K -1,273 Closed
Truepoint Inc
2045
Truepoint Inc
Ohio
– -$299K -1,240 Closed
ERWM
2046
Elk River Wealth Management
Colorado
– -$289K -1,200 Closed
FA
2047
Fiducient Advisors
Illinois
– -$273K -1,132 Closed
WAM
2048
Worth Asset Management
Texas
– -$264K -1,097 Closed
Confluence Investment Management
2049
Confluence Investment Management
Missouri
– -$262K -1,089 Closed
Partners Capital Investment Group
2050
Partners Capital Investment Group
Massachusetts
– -$232K -965 Closed