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Name Holding Trade Value Shares
Change 		Change in
Stake
MSU
2001
Mizuho Securities USA
New York
– -$984K -9,439 Closed
KFA
2002
Kelleher Financial Advisors
New York
– -$971K -9,321 Closed
IA
2003
Icon Advisers
Colorado
– -$823K -7,900 Closed
IR
2004
Invictus RG
Bermuda
– -$768K -7,371 Closed
QSS
2005
Quantitative Systematic Strategies
Florida
– -$690K -6,598 Closed
AA
2006
ALPS Advisors
Colorado
– -$668K -6,412 Closed
OCAM
2007
Onex Canada Asset Management
Ontario, Canada
– -$667K -6,396 Closed
SAS
2008
Stelac Advisory Services
New York
– -$646K -6,201 Closed
ADBIC
2009
A.D. Beadell Investment Counsel
Wisconsin
– -$611K -5,865 Closed
BHB
2010
Bank Hapoalim BM
Israel
– -$594K -5,696 Closed
PCM
2011
Pointe Capital Management
Michigan
– -$541K -5,194 Closed
MFIMFI
2012
Mesirow Financial Investment Management - Fixed Income
Illinois
– -$519K -4,990 Closed
CC
2013
Capital Counsel
New York
– -$499K -4,787 Closed
VFPI
2014
Vantage Financial Partners (Illinois)
Illinois
– -$490K -4,700 Closed
SIG
2015
Stanford Investment Group
California
– -$454K -4,355 Closed
LP
2016
LGL Partners
Pennsylvania
– -$431K -4,131 Closed
EA
2017
Efficient Advisors
Ohio
– -$427K -4,100 Closed
FWM
2018
FFT Wealth Management
Pennsylvania
– -$417K -4,000 Closed
FVP
2019
Firefly Value Partners
Pennsylvania
– -$409K -3,923 Closed
ACM
2020
AKRE Capital Management
Virginia
– -$406K -3,891 Closed
PP
2021
PagnatoKarp Partners
Virginia
– -$381K -3,634 Closed
SAM
2022
SignalPoint Asset Management
Missouri
– -$362K -3,472 Closed
PM
2023
Parametrica Management
Hong Kong
– -$349K -3,348 Closed
JDR
2024
Jay D. Rosenbaum
– -$342K -3,280 Closed
GWM
2025
Greenwich Wealth Management
Connecticut
– -$333K -3,196 Closed
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