We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
BGA
2001
Battery Global Advisors
Massachusetts
– -$993K -2,118 Closed
MM
2002
MQS Management
New York
– -$1.07M -2,089 Closed
ACL
2003
Applied Capital LLC
Florida
– -$919K -1,800 Closed
PCM
2004
Prelude Capital Management
New York
– -$588K -1,152 Closed
LCM
2005
Legato Capital Management
California
– -$576K -1,128 Closed
CG
2006
Cynosure Group
Utah
– -$575K -1,127 Closed
CP
2007
Covenant Partners
Tennessee
– -$500K -980 Closed
CAS
2008
CTC Alternative Strategies
Illinois
– -$483K -947 Closed
Wolverine Asset Management
2009
Wolverine Asset Management
Illinois
– -$408K -800 Closed
ICP
2010
Interchange Capital Partners
Pennsylvania
– -$395K -773 Closed
CFG
2011
CMC Financial Group
Georgia
– -$387K -759 Closed
Vest Financial
2012
Vest Financial
Virginia
– -$378K -740 Closed
VI
2013
Versor Investments
New York
– -$332K -650 Closed
CGA
2014
Crescent Grove Advisors
Illinois
– -$329K -644 Closed
NW
2015
Naviter Wealth
Arkansas
– -$322K -630 Closed
BWM
2016
BCS Wealth Management
Tennessee
– -$321K -628 Closed
KPWM
2017
KDK Private Wealth Management
Texas
– -$312K -610 Closed
PA
2018
PharVision Advisers
Florida
– -$303K -594 Closed
PC
2019
PCB Capital
New Jersey
– -$273K -535 Closed
MCWA
2020
Meadow Creek Wealth Advisors
Georgia
– -$264K -517 Closed
TDB
2021
Thompson David Blair
– -$263K -515 Closed
WE
2022
Wealth Effects
Massachusetts
– -$261K -511 Closed
Chilton Capital Management
2023
Chilton Capital Management
Texas
– -$256K -501 Closed
NRC
2024
New Republic Capital
North Carolina
– -$254K -498 Closed
Aristotle Capital Management
2025
Aristotle Capital Management
California
– -$248K -485 Closed