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Name Holding Trade Value Shares
Change 		Change in
Stake
UONDDL
1926
University of Notre Dame du Lac
Indiana
$2.36M +$2.18M +6,780 New
NC
1927
NinePointTwo Capital
California
$2.35M -$3.59M -11,196 -62%
RA
1928
Rational Advisors
New York
$2.35M -$316K -985 -13%
CP
1929
Covenant Partners
Tennessee
$2.35M +$6.09K +19 +0.3%
AIM
1930
Acropolis Investment Management
Missouri
$2.35M +$128K +398 +6%
SWP
1931
Strategic Wealth Partners
Ohio
$2.35M +$74.7K +233 +4%
CIP
1932
Convergence Investment Partners
Florida
$2.35M +$49.7K +155 +2%
CFA
1933
Carroll Financial Associates
North Carolina
$2.34M -$332K -1,035 -13%
AC
1934
Apogem Capital
New York
$2.34M -$413K -1,287 -16%
NL
1935
Navalign LLC
California
$2.33M -$10.6K -33 -0.5%
JPC
1936
Jabodon PT Co
Nevada
$2.33M +$513K +1,599 +31%
CSA
1937
Cottage Street Advisors
Massachusetts
$2.33M -$556K -1,733 -21%
HBCM
1938
Heron Bay Capital Management
Michigan
$2.33M +$652K +2,033 +44%
AF
1939
Affiance Financial
Minnesota
$2.33M – – –
SWA
1940
Stratos Wealth Advisors
Ohio
$2.31M +$389K +1,212 +22%
BWAM
1941
Boyd Watterson Asset Management
Ohio
$2.3M +$216K +674 +11%
MCCP
1942
Mission Creek Capital Partners
California
$2.3M +$124K +386 +6%
HHGA
1943
Halbert Hargrove Global Advisors
California
$2.29M +$31.4K +98 +2%
ITIM
1944
Indiana Trust & Investment Management
Indiana
$2.29M +$212K +660 +9%
NB
1945
Nicolet Bankshares
Wisconsin
$2.29M +$66.7K +208 +3%
BL
1946
Balentine LLC
Georgia
$2.29M +$441K +1,374 +26%
AAA
1947
Adams Asset Advisors
Texas
$2.28M – – –
FCFC
1948
First Commonwealth Financial Corp
Pennsylvania
$2.28M +$127K +397 +6%
6M
1949
6 Meridian
Kansas
$2.28M -$91.1K -284 -4%
WPW
1950
Warther Private Wealth
Ohio
$2.27M +$2.06M +6,414 New
76 77
78
79 80