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Name Holding Trade Value Shares
Change 		Change in
Stake
KFA
2001
Kelleher Financial Advisors
New York
– -$971K -9,321 Closed
IA
2002
Icon Advisers
Colorado
– -$823K -7,900 Closed
IR
2003
Invictus RG
Bermuda
– -$768K -7,371 Closed
QSS
2004
Quantitative Systematic Strategies
Florida
– -$690K -6,598 Closed
AA
2005
ALPS Advisors
Colorado
– -$668K -6,412 Closed
OCAM
2006
Onex Canada Asset Management
Ontario, Canada
– -$667K -6,396 Closed
SAS
2007
Stelac Advisory Services
New York
– -$646K -6,201 Closed
ADBIC
2008
A.D. Beadell Investment Counsel
Wisconsin
– -$611K -5,865 Closed
BHB
2009
Bank Hapoalim BM
Israel
– -$594K -5,696 Closed
PCM
2010
Pointe Capital Management
Michigan
– -$541K -5,194 Closed
MFIMFI
2011
Mesirow Financial Investment Management - Fixed Income
Illinois
– -$519K -4,990 Closed
CC
2012
Capital Counsel
New York
– -$499K -4,787 Closed
VFPI
2013
Vantage Financial Partners (Illinois)
Illinois
– -$490K -4,700 Closed
SIG
2014
Stanford Investment Group
California
– -$454K -4,355 Closed
LP
2015
LGL Partners
Pennsylvania
– -$431K -4,131 Closed
EA
2016
Efficient Advisors
Ohio
– -$427K -4,100 Closed
FWM
2017
FFT Wealth Management
Pennsylvania
– -$417K -4,000 Closed
FVP
2018
Firefly Value Partners
Pennsylvania
– -$409K -3,923 Closed
ACM
2019
AKRE Capital Management
Virginia
– -$406K -3,891 Closed
PP
2020
PagnatoKarp Partners
Virginia
– -$381K -3,634 Closed
SAM
2021
SignalPoint Asset Management
Missouri
– -$362K -3,472 Closed
PM
2022
Parametrica Management
Hong Kong
– -$349K -3,348 Closed
JDR
2023
Jay D. Rosenbaum
– -$342K -3,280 Closed
GWM
2024
Greenwich Wealth Management
Connecticut
– -$333K -3,196 Closed
AIA
2025
Allegis Investment Advisors
Idaho
– -$321K -3,079 Closed
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