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NOTE
FiscalNote
NOTE
NOTE
Delisted
NOTE was delisted on the 25th of March, 2026.
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 76 |
76
Creative Planning
Overland Park,
Kansas
| – | -$6.05K | -939 | Closed |
|
| 77 |
77
Fidelity Investments
Boston,
Massachusetts
| – | -$3.51K | -545 | Closed |
|
| 78 |
78
Nisa Investment Advisors
St. Louis,
Missouri
| – | -$608 | -95 | Closed |
|
| 79 |
79
JP Morgan Chase
New York
| – | -$343 | -53 | Closed |
|
| 80 |
EWA
80
EverSource Wealth Advisors
Birmingham,
Alabama
| – | -$179 | -28 | Closed |
|
| 81 |
TWD
81
True Wealth Design
Akron,
Ohio
| – | -$17 | -3 | Closed |
|
| 82 |
82
Barclays
London,
United Kingdom
| – | -$1 | – | – |
|
| 83 |
CIAM
83
Caitong International Asset Management
Hong Kong
| – | -$1 | – | – |
|