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Name Holding Trade Value Shares
Change 		Change in
Stake
VCG
2001
Vantage Consulting Group
Virginia
– -$67K -1,246 Closed
CWM
2002
Curi Wealth Management
North Carolina
– -$66K -1,230 Closed
ICM
2003
Infini Capital Management
Hong Kong
– -$65K -1,218 Closed
IMF
2004
Infini Master Fund
Hong Kong
– -$65K -1,218 Closed
AAP
2005
Ardsley Advisory Partners
Connecticut
– -$72.9K -1,204 Closed
FPCG
2006
Fort Pitt Capital Group
Pennsylvania
– -$63K -1,176 Closed
SIM
2007
Seaview Investment Managers
Florida
– -$55K -1,037 Closed
AWG
2008
Altus Wealth Group
Colorado
– -$48K -907 Closed
IA
2009
Inspire Advisors
Idaho
– -$38K -707 Closed
PR
2010
Payden & Rygel
California
– -$38K -703 Closed
SFG
2011
Sowa Financial Group
Rhode Island
– -$35K -647 Closed
JGIA
2012
Jackson Grant Investment Advisers
Connecticut
– -$24K -440 Closed
KCM
2013
Kathmere Capital Management
Pennsylvania
– -$20K -372 Closed
LFASL
2014
Lugano Financial Advisors SA (LFA)
Switzerland
– -$15K -276 Closed
D
2015
Diversified
Delaware
– -$7K -226 Closed
OPW
2016
Oxler Private Wealth
New York
– -$11K -215 Closed
OIS
2017
Okabena Investment Services
Minnesota
– -$11K -209 Closed
DWM
2018
Defined Wealth Management
Oregon
– -$6K -120 Closed
PS
2019
Planned Solutions
California
– -$6K -111 Closed
SIAG
2020
Safeguard Investment Advisory Group
California
– -$5K -107 Closed
BSSFA
2021
Baron Silver Stevens Financial Advisors
Florida
– -$5K -106 Closed
CDIA
2022
Capital Directions Investment Advisors
Georgia
– -$5K -100 Closed
KC
2023
Kinloch Capital
Virginia
– -$5K -100 Closed
IA
2024
IFS Advisors
Kansas
– -$3K -62 Closed
BHWM
2025
Bay Harbor Wealth Management
Maryland
– -$3K -51 Closed
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