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Name Holding Trade Value Shares
Change 		Change in
Stake
RA
2001
Ransom Advisory
Rhode Island
$65.7K -$16.6K -104 -20%
CAM
2002
Chesapeake Asset Management
New York
$64.1K -$16.3K -102 -20%
PPA
2003
Painted Porch Advisors
California
$63.6K +$63.9K +400 New
PWMG
2004
Private Wealth Management Group
New Jersey
$63.4K -$16.1K -101 -20%
EFP
2005
EnRich Financial Partners
Wisconsin
$63.3K -$16.1K -101 -20%
RCM
2006
Raleigh Capital Management
North Carolina
$63.3K -$10.5K -66 -14%
PCM
2007
Penserra Capital Management
California
$63K +$45.5K +285 +252%
AIC
2008
Archer Investment Corporation
Indiana
$62.6K +$21.2K +133 +51%
PCTC
2009
Perkins Coie Trust Company
Washington
$62.5K -$15.8K -99 -20%
MFG
2010
Mendota Financial Group
Wisconsin
$62K -$15.8K -99 -20%
DFA
2011
DHJJ Financial Advisors
Illinois
$61.1K -$15K -94 -20%
DPW
2012
DiNuzzo Private Wealth
Pennsylvania
$59.8K -$13.4K -84 -18%
CAC
2013
Core Alternative Capital
Georgia
$59.1K -$15K -94 -20%
FWA
2014
FSC Wealth Advisors
New York
$58.3K -$14.7K -92 -20%
VIA
2015
Virtus Investment Advisers
Connecticut
$56.9K -$51.4K -322 -47%
C
2016
Covestor
United Kingdom
$56K -$14.1K -88 -20%
YAL
2017
Your Advocates Ltd
Texas
$55.6K -$14.2K -89 -20%
RI
2018
Ridgewood Investments
New Jersey
$55.4K +$55.6K +348 New
FFA
2019
Frazier Financial Advisors
Ohio
$55.2K +$7.98K +50 +17%
RDIA
2020
RE Dickinson Investment Advisors
Iowa
$55.2K -$14.1K -88 -20%
MWM
2021
Mascoma Wealth Management
New Hampshire
$54.9K -$2.08K -13 -4%
FNWA
2022
Financial Network Wealth Advisors
Utah
$54K +$54.3K +340 New
MIFH
2023
Migdal Insurance & Financial Holdings
Israel
$54K +$54.1K +339 New
CM
2024
Capula Management
Cayman Islands
$53.9K +$54.1K +339 New
CAM
2025
Clarity Asset Management
Iowa
$53.6K -$13.6K -85 -20%
79 80
81
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