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Name Holding Trade Value Shares
Change 		Change in
Stake
WCA
2001
Waratah Capital Advisors
Ontario, Canada
– -$1.24M -25,540 Closed
CCM
2002
Courage Capital Management
Tennessee
– -$1.07M -22,200 Closed
CWM
2003
Concert Wealth Management
California
– -$1.05M -21,720 Closed
SCA
2004
Salient Capital Advisors
Texas
– -$1.05M -21,660 Closed
RGNCM
2005
R.G. Niederhoffer Capital Management
New York
– -$871K -18,000 Closed
BWFM
2006
Bridgewater Wealth & Financial Management
Maryland
– -$743K -15,360 Closed
LCC
2007
Lincoln Capital Corp
Rhode Island
– -$625K -12,920 Closed
FRM
2008
Fox Run Management
Connecticut
– -$581K -12,000 Closed
FLI
2009
Family Legacy Inc
South Carolina
– -$499K -10,300 Closed
PAS
2010
Park Avenue Securities
New York
– -$492K -10,260 Closed
BP
2011
BBR Partners
New York
– -$494K -10,200 Closed
B
2012
Bridgeworth
Alabama
– -$508K -10,180 Closed
SIM
2013
Sonora Investment Management
Arizona
– -$449K -9,280 Closed
LP
2014
LGL Partners
Pennsylvania
– -$440K -9,100 Closed
ECM
2015
Evergreen Capital Management
Washington
– -$407K -8,400 Closed
PCM
2016
Peak Capital Management
Colorado
– -$373K -7,700 Closed
ACM
2017
Aviance Capital Management
Florida
– -$326K -6,740 Closed
PM
2018
Parametrica Management
Hong Kong
– -$325K -6,720 Closed
FIG
2019
FundX Investment Group
California
– -$303K -6,260 Closed
PDM
2020
Penn Davis McFarland
Texas
– -$300K -6,200 Closed
SSP
2021
Sapphire Star Partners
Washington
– -$290K -6,000 Closed
WSC
2022
Wellington Shields & Co
New York
– -$261K -5,400 Closed
HWM
2023
Highwater Wealth Management
Colorado
– -$246K -5,080 Closed
FIM
2024
Foresters Investment Management
New York
– -$243K -5,020 Closed
VAM
2025
Visionary Asset Management
Texas
– -$241K -4,980 Closed
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