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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
2001
Curi Wealth Management
North Carolina
– -$66K -1,230 Closed
ICM
2002
Infini Capital Management
Hong Kong
– -$65K -1,218 Closed
IMF
2003
Infini Master Fund
Hong Kong
– -$65K -1,218 Closed
AAP
2004
Ardsley Advisory Partners
Connecticut
– -$72.9K -1,204 Closed
FPCG
2005
Fort Pitt Capital Group
Pennsylvania
– -$63K -1,176 Closed
SIM
2006
Seaview Investment Managers
Florida
– -$55K -1,037 Closed
AWG
2007
Altus Wealth Group
Colorado
– -$48K -907 Closed
IA
2008
Inspire Advisors
Idaho
– -$38K -707 Closed
PR
2009
Payden & Rygel
California
– -$38K -703 Closed
SFG
2010
Sowa Financial Group
Rhode Island
– -$35K -647 Closed
JGIA
2011
Jackson Grant Investment Advisers
Connecticut
– -$24K -440 Closed
KCM
2012
Kathmere Capital Management
Pennsylvania
– -$20K -372 Closed
LFASL
2013
Lugano Financial Advisors SA (LFA)
Switzerland
– -$15K -276 Closed
D
2014
Diversified
Delaware
– -$7K -226 Closed
OPW
2015
Oxler Private Wealth
New York
– -$11K -215 Closed
OIS
2016
Okabena Investment Services
Minnesota
– -$11K -209 Closed
DWM
2017
Defined Wealth Management
Oregon
– -$6K -120 Closed
PS
2018
Planned Solutions
California
– -$6K -111 Closed
SIAG
2019
Safeguard Investment Advisory Group
California
– -$5K -107 Closed
BSSFA
2020
Baron Silver Stevens Financial Advisors
Florida
– -$5K -106 Closed
CDIA
2021
Capital Directions Investment Advisors
Georgia
– -$5K -100 Closed
KC
2022
Kinloch Capital
Virginia
– -$5K -100 Closed
IA
2023
IFS Advisors
Kansas
– -$3K -62 Closed
BHWM
2024
Bay Harbor Wealth Management
Maryland
– -$3K -51 Closed
MIM
2025
Merrion Investment Management
New Jersey
– -$2K -40 Closed
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