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Name Holding Trade Value Shares
Change 		Change in
Stake
JFGLC
2001
Johnson Financial Group LLC (Colorado)
Colorado
– -$349K -9,622 Closed
MSU
2002
Mizuho Securities USA
New York
– -$342K -9,439 Closed
KL
2003
KWMG LLC
Kansas
– -$316K -8,716 Closed
BSA
2004
Braun Stacey Associates
New York
– -$290K -7,995 Closed
EA
2005
Efficient Advisors
Ohio
– -$268K -7,379 Closed
VNA
2006
VNBTrust National Association
Virginia
– -$264K -7,300 Closed
BW
2007
Biegel & Waller
Maryland
– -$252K -6,728 Closed
RFCA
2008
R&F Capital Advisors
New York
– -$244K -6,722 Closed
SS
2009
Simplicity Solutions
Minnesota
– -$233K -6,433 Closed
VFP
2010
Verus Financial Partners
Virginia
– -$205K -5,655 Closed
EMG
2011
Ellington Management Group
Connecticut
– -$203K -5,600 Closed
EIM
2012
Essex Investment Management
Massachusetts
– -$201K -5,528 Closed
SIG
2013
Stanford Investment Group
California
– -$195K -5,381 Closed
ACM
2014
AUA Capital Management
Pennsylvania
– -$163K -4,500 Closed
FAN
2015
Financial Advisors Network
California
– -$133K -3,527 Closed
EF
2016
Empirical Finance
Pennsylvania
– -$80K -2,190 Closed
KLI
2017
Kelman-Lazarov Inc
Tennessee
– -$72.5K -2,000 Closed
MIP
2018
Mondrian Investment Partners
United Kingdom
– -$51K -1,400 Closed
OTC
2019
Opera Trading Capital
France
– -$24K -684 Closed
CMBA
2020
C.M. Bidwell & Associates
Hawaii
– -$19K -520 Closed
SAM
2021
Solaris Asset Management
New York
– -$18K -495 Closed
BCMIO
2022
Beacon Capital Management Inc (Ohio)
Ohio
– +$72 +2 New
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