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Name Holding Trade Value Shares
Change
Change in
Stake
AIS
2026
Accurate Investment Solutions
Pennsylvania
– -$1.62M -14,223 Closed
BAC
2027
Boys Arnold & Co
North Carolina
– -$1.51M -13,250 Closed
DRS
2028
Deane Retirement Strategies
Louisiana
– -$1.44M -12,611 Closed
KLC
2029
Knowledge Leaders Capital
Colorado
– -$1.43M -12,519 Closed
BCM
2030
Bluefin Capital Management
New York
– -$1.39M -12,160 Closed
UH
2031
Unigestion Holding
Switzerland
– -$1.18M -10,326 Closed
KOCAA
2032
Knights of Columbus Asset Advisors
Connecticut
– -$1.03M -8,995 Closed
LFS
2033
Legacy Financial Strategies
Kansas
– -$760K -6,661 Closed
CC
2034
Cognios Capital
Kansas
– -$707K -6,201 Closed
TCA
2035
Transcend Capital Advisors
New Jersey
– -$1.09M -6,200 Closed
MC
2036
Martin Currie
United Kingdom
– -$688K -6,027 Closed
HIC
2037
Holderness Investments Company
North Carolina
– -$611K -5,356 Closed
OMC
2038
Old Mission Capital
Illinois
– -$582K -5,097 Closed
TC
2039
TAP Consulting
Missouri
– -$544K -4,764 Closed
CC
2040
Claybrook Capital
Massachusetts
– -$532K -4,664 Closed
NFG
2041
Norris Financial Group
South Carolina
– -$507K -4,444 Closed
ISB
2042
Iowa State Bank
Iowa
– -$495K -4,338 Closed
OPPTF
2043
OPSEU Pension Plan Trust Fund
Ontario, Canada
– -$452K -4,059 Closed
HF
2044
HRT Financial
New York
– -$433K -3,801 Closed
VWM
2045
Vigilare Wealth Management
Arizona
– -$421K -3,690 Closed
EIP
2046
Epoch Investment Partners
New York
– -$396K -3,468 Closed
ZCA
2047
Zeke Capital Advisors
Pennsylvania
– -$367K -3,216 Closed
CP
2048
Covenant Partners
Tennessee
– -$350K -3,068 Closed
LOAMS
2049
Lombard Odier Asset Management (Switzerland)
Switzerland
– -$337K -2,953 Closed
OEP
2050
Ocean Endowment Partners
Illinois
– -$329K -2,882 Closed