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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
GIM
2001
Groesbeck Investment Management
New Jersey
– -$567K -1,741 Closed
MPIA
2002
Mountain Pacific Investment Advisers
Idaho
– -$564K -1,730 Closed
FA
2003
Faithward Advisors
Pennsylvania
– -$552K -1,696 Closed
MCWS
2004
McKinley Carter Wealth Services
West Virginia
– -$550K -1,689 Closed
PA
2005
Perennial Advisors
New York
– -$519K -1,594 Closed
RPWA
2006
Regent Peak Wealth Advisors
Georgia
– -$516K -1,584 Closed
TA
2007
Tiedemann Advisors
New York
– -$515K -1,580 Closed
GLI
2008
Guardian Life Insurance
New York
– -$513K -1,574 Closed
CPA
2009
Clear Perspective Advisors
Illinois
– -$507K -1,557 Closed
FCCM
2010
First City Capital Management
Georgia
– -$506K -1,553 Closed
CAI
2011
Capital Advisors Inc
Oklahoma
– -$496K -1,521 Closed
PBO
2012
Peoples Bank (Ohio)
Ohio
– -$495K -1,519 Closed
ORI
2013
Oak Ridge Investments
Illinois
– -$492K -1,509 Closed
IAP
2014
Indie Asset Partners
Indiana
– -$490K -1,503 Closed
ICA
2015
Infrastructure Capital Advisors
New York
– -$489K -1,500 Closed
MWVC
2016
Morgens Waterfall Vintiadis & Co
New York
– -$489K -1,500 Closed
BWM
2017
BigSur Wealth Management
Florida
– -$487K -1,495 Closed
MFP
2018
Michael F. Price
– -$471K -1,447 Closed
BOM
2019
Bank of Marin
California
– -$469K -1,440 Closed
SFM
2020
Signet Financial Management
New Jersey
– -$469K -1,439 Closed
SWMG
2021
Strategic Wealth Management Group
Maryland
– -$467K -1,435 Closed
JT
2022
Jump Trading
Illinois
– -$466K -1,430 Closed
DA
2023
DSC Advisors
Illinois
– -$461K -1,415 Closed
HFG
2024
Heron Financial Group
New York
– -$481K -1,397 Closed
CIP
2025
Convergence Investment Partners
Florida
– -$452K -1,388 Closed
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