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Name Holding Trade Value Shares
Change
Change in
Stake
BA
2026
Bellwether Advisors
Nebraska
$1K – – –
PFA
2027
Professional Financial Advisors
Nebraska
$1K – – –
JPLA
2028
Joseph P. Lucia & Associates
New York
$1K +$219 +1 +50%
WA
2029
WestEnd Advisors
North Carolina
$966 – – –
HF
2030
Halpern Financial
Virginia
$583 – – –
Retirement Systems of Alabama
2031
Retirement Systems of Alabama
Alabama
– -$80.4M -406,122 Closed
SAM
2032
Scopus Asset Management
New York
– -$61.9M -312,500 Closed
State of New Jersey Common Pension Fund D
2033
State of New Jersey Common Pension Fund D
New Jersey
– -$59.2M -299,111 Closed
Point72 Asset Management
2034
Point72 Asset Management
Connecticut
– -$43.2M -217,913 Closed
SAM
2035
Sawgrass Asset Management
Florida
– -$25.4M -128,306 Closed
N
2036
Natixis
France
– -$21.8M -109,975 Closed
CC
2037
Carlson Capital
Texas
– -$15.1M -76,221 Closed
MCM
2038
Maryland Capital Management
Maryland
– -$10.3M -52,079 Closed
CC
2039
Cartenna Capital
Connecticut
– -$9.48M -47,851 Closed
WAS
2040
Wealth Advisory Solutions
Indiana
– -$8.04M -40,582 Closed
WT
2041
Whittier Trust
California
– -$7.53M -37,995 Closed
WMSA
2042
Weiss Multi-Strategy Advisers
New York
– -$6.33M -31,945 Closed
AAM
2043
Advisors Asset Management
Colorado
– -$5.37M -27,118 Closed
CCM
2044
Channing Capital Management
Illinois
– -$4.64M -23,441 Closed
BHWA
2045
Beacon Harbor Wealth Advisors
Virginia
– -$4.22M -21,307 Closed
QIM
2046
Quantitative Investment Management
Virginia
– -$4.02M -20,276 Closed
DCP
2047
Distillate Capital Partners
Illinois
– -$3.27M -16,512 Closed
LCM
2048
Lakewood Capital Management
New York
– -$3.26M -16,450 Closed
JC
2049
Jacobs & Co
California
– -$3.03M -15,295 Closed
IIM
2050
Intact Investment Management
Quebec, Canada
– -$2.83M -14,300 Closed